McDonald'sMCD

13F holders, Q4 2024 (December 31)
3,390holders +220
105new positions
128sold out
13famous investors
$289.75avg. 13F price*

At the end of Q4 2024, 3,390 institutions reported holding McDonald's Corp. (MCD) in their 13F filings, up 220 from Q3 2024. 105 opened new positions and 128 sold out. The largest holders were Vanguard Group Inc. ($20.3B), BlackRock, Inc. ($15.2B) and State Street Corp. ($10.3B). 13 famous investors held it, including Bill Gates / Michael Larson (0.2% of Gates Foundation Trust's portfolio), Ray Dalio (0.2% of Bridgewater Associates's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
McDonald's Corp.
Sector
Consumer Discretionary
CUSIP
580135101
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 3,171Q1 2024Q2 2024: 3,084Q2 2024Q3 2024: 3,170Q3 2024Q4 2024: 3,390Q4 2024Q1 2025: 3,421Q1 2025Q2 2025: 3,422Q2 2025Q3 2025: 3,422Q3 2025Q4 2025: 3,588Q4 2025Q1 2026: 3,603Q1 2026Q2 2026: 3,477Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions105$540.2M
Exits128$1.1B

All 13F filers, Q3 2024 → Q4 2024: 24,500,554 shares bought and 20,048,717 shares sold, net +4,451,837 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,390 holders

Vanguard Group Inc. 0.35% Add +0.8% 70,169,342 $20.3B
BlackRock, Inc. 0.31% Add +4.3% 52,357,002 $15.2B
State Street Corp. 0.41% Add +2.7% 35,489,703 $10.3B
JPMorgan Chase & Co. 0.75% Add +24.3% 32,755,480 $9.5B
Geode Capital Management, LLC 0.36% Add +1.0% 16,074,438 $4.7B
Morgan Stanley 0.32% Add +0.9% 15,493,744 $4.5B
Wellington Management Group LLP 0.75% Reduce -7.1% 14,016,570 $4.1B
Bank of America Corp. 0.35% Reduce -1.1% 13,053,031 $3.8B
Capital Research Global Investors 0.64% Add +5.3% 10,652,445 $3.1B
Norges Bank 0.36% Reduce -2.4% 9,400,772 $2.7B
Northern Trust Corp. 0.36% Add +11.2% 8,867,193 $2.6B
Wells Fargo & Company 0.58% Reduce -1.2% 8,287,691 $2.4B
T. Rowe Price Associates Inc. 0.27% Reduce -1.4% 7,996,506 $2.3B
Royal Bank of Canada 0.46% Add +2.6% 7,334,938 $2.1B
UBS Group AG 0.41% Add +11.2% 6,376,658 $1.8B
Bank of New York Mellon Corp 0.31% Add +0.9% 5,803,833 $1.7B
Charles Schwab Investment Management Inc. 0.30% Add +2.3% 5,694,202 $1.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.34% Add +11.2% 5,019,019 $1.5B
Nuveen Asset Management, LLC 0.38% Add +5.2% 4,595,245 $1.3B
Ameriprise Financial Inc. 0.34% Add +1.7% 4,501,727 $1.3B
Legal & General Group Plc 0.33% Reduce -6.9% 4,349,092 $1.3B
Invesco Ltd. 0.23% Add +15.8% 4,277,907 $1.2B
Goldman Sachs Group Inc. 0.23% Reduce -1.5% 4,187,057 $1.2B
Franklin Resources Inc. 0.33% Add +24.4% 4,054,387 $1.2B
FMR LLC 0.06% Reduce -21.8% 3,427,500 $993.6M
Barclays PLC 0.47% Reduce -18.3% 3,266,097 $946.8M
California Public Employees Retirement System 0.57% Reduce -6.5% 2,961,775 $858.6M
Fayez Sarofim & Co 1.97% Add +10.8% 2,782,641 $811.2M
PNC Financial Services Group, Inc. 0.54% Reduce -1.2% 2,790,587 $809.0M
Deutsche Bank AG 0.30% Add +5.0% 2,599,590 $753.6M
Capital World Investors 0.11% Reduce -46.6% 2,526,876 $732.5M
Raymond James Financial Inc. 0.26% — 2,425,310 $703.1M
Amundi 0.22% Reduce -6.9% 2,222,580 $637.7M
Neuberger Berman Group LLC 0.50% Reduce -3.7% 2,156,198 $625.1M
Swiss National Bank 0.39% Reduce -5.3% 2,026,600 $587.5M
Sumitomo Mitsui Trust Group, Inc. 0.39% Reduce -0.3% 2,008,524 $582.3M
HSBC Holdings PLC 0.32% Reduce -0.2% 1,804,140 $523.0M
Lazard Asset Management LLC 0.81% Reduce -19.0% 1,770,088 $513.1M
Dimensional Fund Advisors LP 0.12% Add +0.1% 1,761,396 $510.6M
Banque Pictet & Cie SA 4.60% Add +0.3% 1,629,285 $472.3M
Bank of Montreal 0.23% Reduce -2.3% 1,580,205 $458.1M
Janus Henderson Group PLC 0.23% Reduce -44.5% 1,533,469 $444.5M
National Pension Service 0.42% Add +3.8% 1,521,262 $441.0M
1832 Asset Management L.P. 0.72% Reduce -12.0% 1,392,398 $403.6M
Rhumbline Advisers 0.36% Reduce -1.1% 1,375,046 $398.6M
BNP Paribas Financial Markets 0.29% Add +23.9% 1,301,621 $377.3M
TD Asset Management Inc 0.33% Add +6.2% 1,297,910 $376.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.36% Add +7.9% 1,273,368 $375.4M
Adage Capital Partners Gp, L.L.C. 0.65% Reduce -3.3% 1,287,343 $373.2M
LPL Financial LLC 0.15% Add +6.3% 1,247,378 $361.6M
Envestnet Asset Management Inc. 0.11% Add +4.0% 1,234,792 $358.0M
CANADA LIFE ASSURANCE Co 0.61% Reduce -0.2% 1,215,715 $352.2M
HighTower Advisors, LLC 0.48% Add +14.4% 1,204,806 $349.3M
Alliancebernstein L.P. 0.11% Reduce -1.1% 1,167,888 $338.6M
California State Teachers Retirement System 0.39% Reduce -3.2% 1,155,610 $335.0M
CIBC Private Wealth Group LLC 0.59% Reduce -2.5% 1,130,160 $324.2M
Swedbank AB 0.39% Reduce -5.0% 1,107,174 $321.0M
Stifel Financial Corp. 0.33% Add +1.0% 1,106,437 $320.8M
Bahl & Gaynor LLC 1.69% Reduce -2.3% 1,101,601 $319.3M
Corient Private Wealth LP 0.50% Reduce -3.1% 1,044,236 $301.0M
DekaBank Deutsche Girozentrale 0.55% No change 1,021,608 $297.5M
Citigroup Inc. 0.29% Add +19.5% 1,021,635 $296.2M
US Bancorp \de 0.39% Reduce -2.3% 1,014,632 $294.1M
New York State Common Retirement Fund 0.39% Reduce -1.0% 991,024 $287.3M
Schroder Investment Management Group 0.27% Add +2.9% 970,711 $281.4M
Mackenzie Financial Corp. 0.38% Add +21.6% 966,580 $280.2M
Caisse de depot et placement du Quebec 0.57% Add +17.6% 943,104 $273.4M
Alyeska Investment Group, L.P. 0.99% Add +17.1% 903,522 $261.9M
ProShare Advisors LLC 0.58% Reduce -1.6% 874,099 $253.4M
Principal Financial Group Inc. 0.13% Reduce -0.8% 836,590 $242.5M
Nordea Investment Management AB 0.24% Reduce -14.9% 797,272 $231.4M
Capital Wealth Planning, LLC 2.07% Add +6.0% 773,044 $224.1M
Mariner, LLC 0.36% Add +8.1% 740,287 $214.6M
National Bank of Canada 0.28% Add +5.8% 738,512 $214.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.43% — 730,705 $211.8M
Natixis Advisors, LLC 0.38% Add +9.7% 700,287 $203.0M
State Board of Administration of Florida Retirement System 0.38% Reduce -1.0% 685,150 $198.6M
First Manhattan Co. Llc. 0.56% Reduce -1.4% 654,476 $190.1M
APG Asset Management N.V. 0.50% Add +1547.1% 641,950 $179.7M
Voya Investment Management LLC 0.21% Reduce -1.4% 611,873 $177.4M
Jensen Investment Management Inc. 1.60% Reduce -1.3% 609,109 $176.6M
Holocene Advisors, LP 0.57% New 601,360 $174.3M
New York State Teachers Retirement System 0.35% Reduce -4.7% 579,601 $168.0M
Commonwealth Equity Services, LLC 0.24% Add +1.0% 577,815 $167.5M
Baird Financial Group, Inc. 0.31% Add +0.2% 566,821 $164.3M
Canada Pension Plan Investment Board 0.15% Add +11.8% 553,284 $160.4M
Rockefeller Capital Management L.P. 0.41% Add +2.4% 551,151 $159.8M
Fifth Third Bancorp 0.57% Add +0.2% 543,713 $157.6M
Russell Investments Group, Ltd. 0.22% Reduce -3.4% 543,724 $157.6M
Bessemer Group Inc. 0.26% Add +46.0% 542,335 $157.2M
UniSuper Management Pty Ltd 1.12% Add +1.9% 540,842 $156.8M
Korea Investment CORP 0.36% Reduce -6.2% 525,359 $152.3M
Flossbach Von Storch SE 0.60% Reduce -2.0% 517,698 $150.1M
Scotia Capital Inc. 0.77% Add +5.3% 501,208 $145.3M
Commerce Bank 0.89% Reduce -0.1% 496,974 $144.1M
Menora Mivtachim Holdings LTD. 0.90% No change 496,339 $143.9M
Phoenix Financial Ltd. 1.96% Add +15.7% 496,317 $143.9M
Manufacturers Life Insurance Company, The 0.13% Reduce -41.0% 495,162 $143.5M
Rathbones Group PLC 0.67% Reduce -17.0% 475,135 $137.7M
Cerity Partners LLC 0.29% Add +1.1% 453,804 $132.2M
Ensign Peak Advisors, Inc 0.23% Reduce -29.6% 454,852 $131.9M
Nomura Asset Management Co. Ltd. 0.40% Reduce -20.6% 454,320 $131.7M
Prudential Financial Inc. 0.18% Reduce -25.8% 452,079 $131.1M
Cincinnati Financial Corp. 2.84% No change 447,638 $129.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.14% Reduce -5.1% 445,301 $129.1M
Truist Financial Corp. 0.20% Reduce -2.7% 438,775 $127.2M
Wealth Enhancement Advisory Services, LLC 0.24% Add +19.8% 437,959 $127.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.36% Add +27.8% 437,899 $126.9M
Storebrand Asset Management As 0.38% Reduce -13.2% 433,072 $125.5M
Focus Partners Wealth 0.33% Add +10.2% 432,930 $125.5M
Aviva PLC 0.33% Add +5.6% 432,406 $125.4M
Focused Investors LLC 3.94% Reduce -0.8% 429,850 $124.6M
Stonehage Fleming Financial Services Holdings Ltd 3.45% Reduce -11.1% 425,359 $123.3M
CCLA Investment Management 1.94% Add +5.3% 421,233 $122.1M
Susquehanna International Group, LLP 0.18% Add +21.8% 416,376 $120.7M
Pictet Asset Management Holding SA 0.13% Add +13.8% 412,764 $119.7M
Victory Capital Management Inc. 0.12% Reduce -1.4% 409,031 $118.6M
Mitsubishi UFJ Trust & Banking Corp 0.28% Reduce -3.0% 407,368 $118.1M
Keybank National Association 0.45% Reduce -1.3% 406,221 $117.8M
Everett Harris & Co. 1.49% Add +1.1% 406,013 $117.7M
Mondrian Investment Partners LTD 1.93% Reduce -2.6% 405,445 $117.1M
DAVENPORT & Co LLC 0.69% Add +1.4% 403,471 $116.9M
State of Wisconsin Investment Board 0.30% Reduce -4.4% 400,923 $116.2M
Asset Management One Co., Ltd. 0.40% Reduce -1.7% 392,816 $115.3M
B. Metzler seel. Sohn & Co. AG 1.17% Reduce -1.8% 391,177 $113.3M
Chevy Chase Trust Holdings, LLC 0.34% Reduce -2.2% 390,816 $113.3M
Janney Montgomery Scott LLC 0.31% Add +2.2% 390,250 $113.1M
Cincinnati Insurance Co. 1.99% No change 389,000 $112.8M
Assenagon Asset Management S.A. 0.20% Reduce -11.9% 381,978 $110.7M
Danske Bank A/S 0.31% Add +17.1% 360,148 $104.4M
Creative Planning 0.10% Add +8.1% 355,997 $103.2M
M&T Bank Corp 0.34% Reduce -3.4% 354,978 $102.9M
Cibc World Market Inc. 0.24% Reduce -1.6% 354,750 $102.8M
Regions Financial Corp. 0.75% Reduce -0.1% 353,005 $102.3M
TD Waterhouse Canada Inc. 0.82% Add +2.2% 349,701 $101.4M
Commerzbank Aktiengesellschaft 2.43% Add +518.1% 348,119 $100.9M
Blair William & Co. 0.29% Add +2.5% 343,731 $99.6M
Intermede Investment Partners Ltd 2.62% Reduce -32.9% 338,176 $98.0M
Gates Foundation Trust 0.23% New 334,900 $97.1M
Credit Agricole S A 0.32% Add +263.9% 329,266 $95.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.97% Reduce -1.9% 326,926 $94.8M
Treasurer of the State of North Carolina 0.37% Add +0.5% 325,499 $94.4M
Zacks Investment Management 0.87% Reduce -9.8% 323,214 $93.7M
Compagnie Lombard Odier SCmA 1.37% Add +71.6% 321,503 $93.2M
Glenmede Trust Co. NA 0.47% Reduce -6.8% 319,833 $92.7M
Royal London Asset Management Ltd. 0.23% Add +0.4% 318,805 $92.4M
Johnson Investment Counsel Inc. 0.90% Reduce -0.3% 317,356 $92.0M
AQR Capital Management 0.12% Reduce -13.3% 313,139 $90.8M
First Financial Bankshares Inc 1.96% Reduce -0.3% 312,933 $90.7M
Welch & Forbes LLC 1.16% Reduce -0.6% 312,504 $90.6M
Public Employees Retirement System of Ohio 0.31% Reduce -4.5% 307,535 $89.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.22% Add +5.7% 306,225 $88.8M
Anomaly Capital Management, LP 2.61% Add +3.3% 304,631 $88.3M
Allianz Asset Management GmbH 0.13% Add +74.5% 303,708 $88.0M
Fisher Asset Management 0.03% Add +16.5% 297,971 $86.4M
Cetera Investment Advisers 0.18% Add +4.2% 293,518 $85.1M
Mn Services Vermogensbeheer B.V. 0.56% Add +2.1% 286,500 $83.1M
Lord, Abbett & Co. LLC 0.27% Add +0.0% 280,266 $81.2M
Huntington National Bank 0.75% Reduce -6.2% 276,558 $80.2M
Toronto Dominion Bank 0.15% Reduce -28.4% 276,543 $80.2M
Evercore Wealth Management, LLC 1.17% Reduce -14.3% 270,267 $78.3M
KLP Kapitalforvaltning As 0.37% — 267,056 $77.4M
State of New Jersey Common Pension Fund D 0.31% Reduce -0.4% 264,914 $76.8M
Cibc World Markets Corp. 0.43% Add +5.1% 254,482 $73.8M
First Trust Advisors LP 0.06% Add +29.1% 250,700 $72.7M
Consulta Ltd 4.75% No change 250,000 $72.5M
Comerica Bank 0.29% Reduce -4.4% 248,994 $72.2M
Handelsbanken Fonder AB 0.28% Add +2.0% 248,747 $72.1M
AE Wealth Management LLC 0.61% Add +11.3% 248,039 $71.9M
Resona Asset Management Co.,Ltd. 0.42% Reduce -4.5% 247,130 $71.8M
Haverford Trust Co 0.71% Reduce -1.0% 246,373 $71.4M
Osaic Holdings, Inc. 0.16% Reduce -4.2% 263,491 $71.1M
Aberdeen Group plc 0.13% Reduce -14.4% 245,749 $71.1M
CIBC Asset Management Inc 0.23% Reduce -20.5% 238,135 $69.0M
State of Tennessee, Department of Treasury 0.25% Reduce -15.3% 236,600 $68.6M
Lansforsakringar Fondforvaltning AB (publ) 0.26% — 234,075 $67.9M
American Century Companies Inc. 0.04% Add +336.9% 232,328 $67.3M
Jane Street Group, LLC 0.11% Reduce -28.9% 230,846 $66.9M
Jefferies Financial Group Inc. 0.77% Add +3261.8% 230,253 $66.7M
Swiss Life Asset Management Ltd 0.49% Add +52.9% 227,999 $66.1M
Nisa Investment Advisors, LLC 0.25% Reduce -2.4% 226,555 $65.7M
Union Bancaire Privee, UBP SA 1.16% — 222,607 $64.8M
Homestead Advisers Corp 1.56% Add +3.8% 223,077 $64.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.65% Reduce -2.6% 220,370 $63.9M
Capstone Financial Advisors, Inc. 3.88% Add +1.3% 216,614 $62.8M
EP Wealth Advisors, LLC 0.51% Reduce -0.4% 215,408 $62.4M
STRS Ohio 0.25% Reduce -7.2% 215,118 $62.4M
Healthcare of Ontario Pension Plan Trust Fund 0.13% New 215,000 $62.3M
Fort Washington Investment Advisors Inc. 0.37% Add +10.4% 212,433 $61.6M
HS Management Partners, LLC 4.22% Reduce -15.6% 211,950 $61.4M
ING Groep NV 0.41% Add +31.6% 210,786 $61.1M
Citadel Advisors 0.06% Reduce -72.6% 210,495 $61.0M
Financial Counselors Inc. 0.89% Reduce -3.0% 209,711 $60.8M
Forsta Ap-Fonden 0.43% Add +3.7% 209,500 $60.7M
Bank Pictet & Cie (Europe) AG 1.33% Add +15.3% 209,464 $60.7M
Arizona State Retirement System 0.37% Add +0.7% 208,034 $60.3M
Benjamin Edwards Inc. 0.86% Add +1.2% 207,010 $60.0M
Hudson Bay Capital Management LP 0.43% Add +146.3% 205,839 $59.7M
Epoch Investment Partners, Inc. 0.29% Reduce -8.8% 205,682 $59.6M
HM Payson & Co. 1.01% Reduce -0.4% 204,917 $59.4M
Donaldson Capital Management, LLC 2.26% Add +5.3% 204,435 $59.3M
J. Safra Sarasin Holding AG 0.99% Add +0.7% 202,013 $58.6M
Jennison Associates LLC 0.04% Reduce -2.5% 201,561 $58.4M
Welch Group, LLC 2.60% Add +1.4% 199,402 $57.7M
ABN AMRO Bank N.V. 0.78% Reduce -6.9% 200,548 $57.5M
Teacher Retirement System of Texas 0.20% Add +70.4% 194,797 $56.5M
Dearborn Partners LLC 2.36% Reduce -0.5% 194,699 $56.4M
State of Michigan Retirement System 0.29% Reduce -0.4% 194,515 $56.4M
Vest Financial, LLC 1.00% Reduce -0.2% 193,955 $56.2M
Old Republic International Corp. 2.20% Reduce -18.0% 193,050 $56.0M
Calamos Advisors LLC 0.37% Add +0.2% 192,175 $55.7M
MetLife Investment Management, LLC 0.30% Add +1.6% 191,784 $55.6M
Nearwater Capital Markets, Ltd 1.57% — 190,174 $55.1M
Allspring Global Investments Holdings, LLC 0.09% Add +33.5% 188,016 $55.0M
Bank of Hawaii 3.03% Reduce -3.4% 188,762 $54.7M
&partners 0.65% Add +81.1% 184,193 $54.3M
Cambridge Investment Research Advisors, Inc. 0.18% Reduce -2.8% 182,192 $52.8M
Nicholas Company, Inc. 0.84% Reduce -0.0% 178,850 $51.8M
Advisors Capital Management, LLC 0.82% Add +3.6% 178,703 $51.8M
Captrust Financial Advisors 0.15% Add +2.4% 178,616 $51.8M
Gateway Investment Advisers LLC 0.57% Add +3.5% 178,049 $51.6M
Alps Advisors Inc. 0.32% Add +85.5% 176,915 $51.3M
Bradley Foster & Sargent Inc. 0.86% Add +1.2% 176,243 $51.1M
Daiwa Securities Group Inc. 0.23% Add +1.1% 175,861 $51.0M
Smith Chas P & Associates Pa Cpas 2.91% Add +1.5% 174,808 $50.7M
Balyasny Asset Management L.P. 0.12% Reduce -66.7% 172,105 $49.9M
Sanctuary Advisors, LLC 0.31% Reduce -1.5% 171,064 $49.7M
Davidson Kempner Capital Management LP 1.32% Add +240.0% 170,000 $49.3M
Polar Asset Management Partners Inc. 0.96% New 170,000 $49.3M
KBC Group NV 0.14% Reduce -10.9% 169,548 $49.1M
Guggenheim Capital LLC 0.40% Add +4.4% 167,154 $48.5M
Corebridge Financial, Inc. 0.26% Reduce -5.8% 164,702 $47.7M
Clark Capital Management Group, Inc. 0.32% Add +0.9% 160,075 $46.4M
USS Investment Management Ltd 0.34% Reduce -2.1% 159,480 $46.2M
Border to Coast Pensions Partnership Ltd 0.90% No change 159,379 $46.2M
Sei Investments Co. 0.06% Add +7.8% 158,164 $45.9M
Banque Transatlantique SA 1.16% — 157,513 $45.6M
Thrivent Financial for Lutherans 0.09% Reduce -2.6% 156,230 $45.4M
Natixis 0.31% Add +307.6% 156,179 $45.3M
Roffman Miller Associates Inc. 2.78% Reduce -0.1% 155,734 $45.1M
Czech National Bank 0.42% Add +6.3% 155,388 $45.0M
Retirement Systems of Alabama 0.17% Reduce -55.9% 155,154 $45.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.27% Reduce -2.4% 152,375 $44.2M
Agf Management Ltd. 0.22% Reduce -1.9% 151,930 $44.0M
Evelyn Partners Investment Management LLP 1.42% — 151,201 $43.8M
Millennium Management 0.04% Add +54.3% 151,087 $43.8M
DNB Asset Management AS 0.19% Add +18.0% 149,106 $43.2M
MAI Capital Management 0.32% Add +12.4% 148,761 $43.1M
Bank of Nova Scotia 0.08% Add +15.4% 148,500 $43.1M
Baillie Gifford & Co. 0.03% Add +7.1% 147,954 $42.9M
Kestra Advisory Services, LLC 0.23% Add +2.0% 146,594 $42.5M
Bartlett & Co. Wealth Management LLC 0.61% Reduce -0.1% 145,585 $42.2M
Skandinaviska Enskilda Banken AB (publ) 0.19% Reduce -33.0% 144,857 $42.0M
Ilmarinen Mutual Pension Insurance Co 0.36% Add +34.9% 144,897 $42.0M
Amalgamated Bank 0.34% Reduce -1.3% 140,839 $40.8M
Cresset Asset Management, LLC 0.20% Reduce -27.4% 140,569 $40.7M
Tocqueville Asset Management L.P. 0.63% Reduce -2.8% 139,504 $40.4M
Jones Financial Companies LLLP 0.04% Add +36.6% 139,463 $40.4M
Brown Advisory Inc. 0.05% Reduce -5.7% 139,341 $40.4M
Bank Julius Baer & Co. Ltd, Zurich 0.12% Add +0.9% 125,793 $40.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.24% Add +14.2% 137,363 $39.8M
Factory Mutual Insurance Co. 0.43% No change 136,200 $39.5M
CKW Financial Group 4.83% Reduce -0.2% 135,540 $39.3M
UMB Bank, n.a. 0.62% Reduce -1.9% 134,552 $39.0M
IFM Investors Pty Ltd 0.39% Reduce -8.3% 132,457 $38.4M
Bridgewater Associates 0.17% Reduce -45.3% 129,334 $37.5M
Conning Inc. 1.37% Reduce -3.0% 128,531 $37.3M
Henshaw Capital LLC 1.55% No change 128,519 $37.3M
First Horizon Advisors, Inc. 1.04% Add +2.6% 128,350 $37.2M
Peapack Gladstone Financial Corp. 0.54% Reduce -1.2% 128,282 $37.2M
MassMutual Private Wealth & Trust, FSB 1.04% Add +1.8% 127,777 $37.0M
NS Partners Ltd 1.53% Add +3.5% 127,486 $37.0M
Glenview Trust Co 0.69% Add +0.3% 127,062 $36.8M
Atalanta Sosnoff Capital, LLC 0.80% Reduce -2.4% 126,677 $36.7M
Berkshire Asset Management LLC 1.73% Reduce -1.6% 128,316 $36.6M
Mercer Global Advisors Inc. 0.09% Reduce -9.6% 125,161 $36.3M
NewEdge Advisors, LLC 0.22% Add +5.0% 124,929 $36.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% Reduce -28.0% 123,264 $35.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.31% Add +1.2% 121,578 $35.6M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -6.2% 122,690 $35.6M
MML Investors Services, LLC 0.12% Add +3.5% 122,403 $35.5M
Park National Corp. 1.28% Reduce -0.8% 120,884 $35.0M
D.A. Davidson & Co. 0.28% Add +8.3% 119,655 $34.7M
Utah Retirement Systems 0.38% Add +0.3% 119,512 $34.6M
Steward Partners Investment Advisory, LLC 0.31% Add +3.9% 119,102 $34.5M
Brown Brothers Harriman & Co. 0.24% Add +6.9% 118,555 $34.4M
Varma Mutual Pension Insurance Co 0.26% Reduce -25.0% 117,172 $34.0M
Gradient Investments LLC 0.68% Reduce -0.6% 115,784 $33.6M
Nomura Holdings Inc. 0.18% Add +332.1% 115,259 $33.4M
Fiera Capital Corp 0.11% Add +3.4% 115,096 $33.4M
Tredje AP-fonden 0.30% Reduce -3.0% 114,157 $33.1M
Rwa Wealth Partners, LLC 0.41% Add +2.4% 114,013 $33.1M
Sequoia Financial Advisors, LLC 0.32% Add +37.3% 112,885 $32.7M
Pathstone Holdings, LLC 0.14% Reduce -5.0% 112,741 $32.7M
Rbo & Co. LLC 5.30% Add +0.6% 112,050 $32.5M
Heritage Wealth Advisors 1.58% Reduce -2.6% 110,231 $32.0M
Beacon Pointe Advisors, LLC 0.35% Reduce -2.0% 110,161 $31.9M
Schonfeld Strategic Advisors LLC 0.20% Add +811.1% 109,215 $31.7M
Kodai Capital Management LP 1.29% New 108,249 $31.4M
Xponance LLC 0.29% Reduce -4.1% 108,178 $31.4M
Meyer Handelman Co. 1.08% Reduce -2.1% 107,595 $31.2M
Heritage Investors Management Corp. 1.01% Reduce -0.0% 107,460 $31.2M
Ancora Advisors LLC 0.69% Add +0.1% 107,264 $31.1M
New York Life Investment Management LLC 0.30% Add +11.1% 106,545 $30.9M
Federation des caisses Desjardins du Quebec 0.16% Add +14.8% 106,535 $30.9M
Crossmark Global Holdings, Inc. 0.57% Reduce -4.4% 105,808 $30.7M
FUKOKU MUTUAL LIFE INSURANCE Co 2.20% Add +0.3% 105,644 $30.6M
Bokf, NA 0.51% Reduce -1.0% 107,646 $30.4M
Police & Firemen's Retirement System of New Jersey 0.30% — 104,821 $30.4M
Liberty One Investment Management, LLC 3.28% Add +0.9% 104,315 $30.2M
Guyasuta Investment Advisors Inc. 1.90% Reduce -0.5% 104,258 $30.2M
Montanova Capital, LLC 1.11% No change 103,638 $30.0M
Pacer Advisors, Inc. 0.07% Add +43.0% 103,501 $30.0M
Van Hulzen Asset Management, LLC 2.19% Add +2.1% 103,389 $30.0M
Avantax Advisory Services, Inc. 0.19% Add +4.8% 103,260 $29.9M
Yousif Capital Management, LLC 0.33% Reduce -3.9% 103,095 $29.9M
Eastern Bank 0.55% Add +0.2% 102,634 $29.8M
Associated Banc-Corp 0.90% Reduce -3.6% 102,632 $29.8M
Synovus Financial Corp. 0.37% Reduce -2.4% 101,317 $29.4M
CI Investments Inc. 0.11% Add +3.5% 101,279 $29.4M
Fiduciary Trust Co 0.39% Reduce -0.8% 101,058 $29.3M
Stratos Wealth Partners, LTD. 0.42% Add +0.8% 100,991 $29.3M
Troy Asset Management Ltd 0.96% Reduce -26.0% 100,926 $29.3M
Bridges Investment Management Inc. 0.40% Reduce -0.6% 99,714 $28.9M
Stonebridge Capital Advisors LLC 2.30% Add +0.4% 98,594 $28.6M
Stephens Inc. 0.40% Reduce -0.8% 97,927 $28.4M
Sabal Trust CO 1.64% Add +1.8% 97,879 $28.4M
Systematic Alpha Investments, LLC 1.03% No change 96,001 $27.8M
Public Employees Retirement Association of Colorado 0.11% Reduce -4.0% 95,680 $27.7M
Guardian Capital LP 1.03% Add +0.3% 95,416 $27.7M
Unigestion Holding SA 1.59% Reduce -24.6% 95,242 $27.6M
O'shaughnessy Asset Management, LLC 0.23% Add +12.1% 94,286 $27.3M
NewEdge Wealth, LLC 0.47% Add +6.0% 93,175 $27.0M
Susquehanna Fundamental Investments, LLC 0.45% — 92,629 $26.9M
Woodline Partners LP 0.18% Reduce -18.4% 91,888 $26.6M
CORDA Investment Management, LLC. 2.12% Reduce -1.7% 91,439 $26.5M
Cullen/Frost Bankers, Inc. 0.36% Add +3.5% 90,777 $26.3M
NorthCoast Asset Management LLC 0.13% Reduce -2.9% 90,619 $26.3M
Cadinha & Co. LLC 4.34% Add +75.4% 90,297 $26.2M
Massachusetts Financial Services Co. 0.01% Add +0.1% 90,185 $26.1M
Public Sector Pension Investment Board 0.11% Add +190.1% 89,472 $25.9M
Private Advisor Group, LLC 0.14% Reduce -2.8% 88,573 $25.7M
Nissay Asset Management Corp. /Japan 0.16% Reduce -0.6% 86,989 $25.5M
Kanawha Capital Management LLC 2.01% Reduce -1.1% 88,048 $25.5M
Cwm, LLC 0.10% Add +9.3% 86,664 $25.1M
Mutual of America Capital Management LLC 0.27% Reduce -2.8% 85,898 $24.9M
Northeast Investment Management 1.10% Reduce -1.3% 85,876 $24.9M
Candriam S.C.A. 0.14% Reduce -9.2% 85,035 $24.7M
Alpha Cubed Investments, LLC 1.12% Reduce -2.4% 84,604 $24.5M
TrinityBridge Ltd 0.68% No change 83,794 $24.3M
Confluence Investment Management LLC 0.33% Reduce -1.4% 83,110 $24.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.25% Add +1.4% 82,691 $24.1M
Composition Wealth, LLC 0.48% Add +60.9% 82,350 $23.9M
Vanguard Personalized Indexing Management, LLC 0.36% Add +6.4% 82,348 $23.9M
Destination Wealth Management 0.74% Reduce -1.6% 82,077 $23.8M
State of Alaska, Department of Revenue 0.26% Reduce -4.8% 81,701 $23.7M
Clifford Swan Investment Counsel LLC 0.85% Reduce -5.7% 81,092 $23.5M
Lighthouse Investment Partners, LLC 0.91% New 80,900 $23.5M
Federated Hermes, Inc. 0.05% Reduce -23.6% 80,624 $23.4M
Teachers Retirement System of the State of Kentucky 0.20% Reduce -2.9% 80,529 $23.3M
Aptus Capital Advisors, LLC 0.28% Add +22.6% 80,365 $23.3M
KCM Investment Advisors LLC 0.80% Add +1.3% 79,534 $23.1M
CENTRAL TRUST Co 0.56% Reduce -17.9% 79,288 $23.0M
Oxford Financial Group, LTD. LLC 1.49% Add +0.3% 79,219 $23.0M
Prudential PLC 0.12% Add +18.2% 78,939 $22.9M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -92.6% 78,136 $22.7M
Beaumont Financial Advisors, LLC 1.69% Reduce -0.7% 77,506 $22.5M
Adams Diversified Equity Fund, Inc. 0.85% Reduce -5.6% 77,500 $22.5M
Ferguson Wellman Capital Management, Inc. 0.43% Reduce -1.9% 77,290 $22.4M
Silvercrest Asset Management Group LLC 0.15% Add +56.1% 77,028 $22.3M
Wilmington Savings Fund Society, FSB 0.40% Reduce -3.0% 76,418 $22.2M
Absher Wealth Management, LLC 2.90% Add +0.0% 76,371 $22.1M
Wendell David Associates Inc. 2.17% Reduce -1.4% 75,715 $21.9M
Daiichi Life Insurance Co., Ltd. 0.60% Reduce -11.5% 75,271 $21.8M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +16.3% 79,588 $21.7M
Independent Advisor Alliance 0.28% Reduce -0.9% 74,232 $21.5M
Marex Group Ltd 0.37% Reduce -41.1% 73,972 $21.4M
Americana Partners, LLC 0.87% Add +1509.1% 73,424 $21.3M
Whittier Trust Co. 0.28% Add +1.9% 73,275 $21.2M
Brookstone Capital Management 0.31% Add +20.4% 72,892 $21.1M
Quantinno Capital Management LP 0.21% Add +38.3% 72,740 $21.1M
Benchstone Capital Management LP 2.17% — 72,405 $21.0M
Fulton Breakefield Broenniman LLC 1.50% Reduce -0.5% 72,328 $21.0M
Farmers & Merchants Investments Inc. 0.65% Reduce -0.4% 71,398 $20.7M
CW Advisors, LLC 0.28% Reduce -2.0% 70,644 $20.5M
Wealthfront Advisers LLC 0.06% Add +7.8% 70,010 $20.3M
Cullinan Associates Inc. 1.29% Reduce -14.9% 69,304 $20.1M
Tower Bridge Advisors 2.16% Reduce -2.9% 68,818 $19.9M
AXA S.A. 0.06% Reduce -50.2% 68,519 $19.9M
NBT Bank, N.A. 1.38% Reduce -1.1% 68,516 $19.9M
Taurus Asset Management, LLC 1.93% Reduce -0.3% 68,370 $19.8M
Assetmark, Inc. 0.05% Add +25.9% 68,073 $19.7M
Mizuho Securities USA LLC 0.36% Add +46.0% 67,919 $19.7M
Robeco Institutional Asset Management B.V. 0.04% Reduce -6.4% 67,821 $19.7M
Principle Wealth Partners LLC 1.38% Reduce -0.3% 67,779 $19.6M
Resources Management Corp. /CT/ 2.68% Reduce -0.2% 67,604 $19.6M
Boston Trust Walden Corp 0.14% Reduce -2.3% 67,352 $19.5M
Allianz SE 0.51% Add +1.5% 67,353 $19.5M
Janney Capital Management LLC 1.29% Reduce -2.4% 67,279 $19.5M
Bragg Financial Advisors, Inc 0.78% Reduce -0.7% 66,816 $19.4M
Rafferty Asset Management, LLC 0.07% Add +13.3% 65,785 $19.1M
Elo Mutual Pension Insurance Co 0.40% Reduce -4.4% 65,463 $19.0M
LGT Fund Management Co Ltd. 1.65% Add +25.6% 64,981 $18.8M
Willis Investment Counsel 1.23% No change 64,800 $18.8M
Sandy Spring Bank 0.75% Reduce -0.5% 63,861 $18.5M
Bridgeway Capital Management, LLC 0.41% Add +2.7% 63,460 $18.4M
Atria Investments, Inc 0.23% Reduce -5.9% 63,170 $18.3M
HB Wealth Management, LLC 0.19% Add +6.4% 62,952 $18.2M
First National Trust Co 0.68% Reduce -3.1% 62,858 $18.2M
Great Valley Advisor Group, Inc. 0.40% Add +1.9% 62,311 $18.1M
Harvest Portfolios Group Inc. 0.60% Add +0.7% 62,205 $18.0M
Nishkama Capital, LLC 2.92% Reduce -33.4% 61,557 $17.8M
Oregon Public Employees Retirement Fund 0.33% Add +0.1% 61,438 $17.8M
Prospera Financial Services Inc 0.41% Add +3.5% 60,764 $17.6M
Burgundy Asset Management Ltd. 0.18% No change 60,773 $17.6M
Perigon Wealth Management, LLC 0.43% Add +10.2% 62,265 $17.4M
Callahan Advisors, LLC 1.63% Add +8.2% 59,810 $17.3M
Whittier Trust Co. of Nevada Inc. 0.42% Reduce -1.1% 59,058 $17.1M
Kingsview Wealth Management, LLC 0.33% Add +2.2% 58,232 $16.9M
HighPoint Advisor Group LLC 0.92% Add +2.3% 54,550 $16.9M
Choreo, LLC 0.24% Add +43.9% 58,128 $16.8M
Kestra Private Wealth Services, LLC 0.29% Add +16.4% 57,839 $16.8M
Harbour Trust & Investment Management Co 1.90% Reduce -0.1% 57,728 $16.7M
Townsquare Capital LLC 0.19% Add +5.3% 57,674 $16.7M
Bard Financial Services, Inc. 1.98% Reduce -1.0% 56,860 $16.5M
Abner Herrman & Brock LLC 2.04% Add +1.2% 56,636 $16.4M
Anchor Capital Advisors LLC 0.47% Reduce -1.8% 56,568 $16.4M
Vontobel Holding Ltd. 0.06% Add +18.4% 56,001 $16.2M
Gulf International Bank (UK) Ltd 0.41% Reduce -1.0% 55,868 $16.2M
Tompkins Financial Corp. 1.50% Add +17.5% 55,661 $16.1M
Empowered Funds, LLC 0.24% Add +2.1% 55,609 $16.1M
United Bank 1.91% Reduce -0.5% 55,406 $16.1M
Atria Wealth Solutions, Inc. 0.18% Add +12.3% 55,368 $16.1M
Sit Investment Associates Inc. 0.36% Reduce -8.0% 55,230 $16.0M
Cutler Investment Counsel LLC 1.98% Reduce -2.0% 54,934 $15.9M
Mather Group, Llc. 0.20% Reduce -3.9% 54,232 $15.7M
Quintet Private Bank (Europe) S.A. 0.86% Add +9.6% 54,057 $15.7M
Oppenheimer & Co. Inc. 0.23% Add +2.2% 53,897 $15.6M
Segment Wealth Management, LLC 1.06% Reduce -0.2% 53,735 $15.6M
Badgley Phelps Wealth Managers, LLC 0.36% Reduce -34.3% 53,722 $15.6M
Miramar Capital, LLC 3.71% Add +0.3% 53,639 $15.5M
Sawgrass Asset Management LLC 1.70% Reduce -5.7% 53,331 $15.5M
Intact Investment Management Inc. 0.54% Reduce -7.3% 53,261 $15.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.62% Reduce -2.0% 53,236 $15.4M
U.S. Capital Wealth Advisors, LLC 0.48% Add +8.2% 53,219 $15.4M
Walleye Capital LLC 0.16% Reduce -64.3% 53,114 $15.4M
First Long Island Investors, LLC 1.22% Add +0.1% 53,108 $15.4M
Guardian Partners Inc. 1.56% — 53,522 $15.4M
Tiaa Trust, National Association 0.05% Reduce -2.3% 52,720 $15.3M
Pinnacle Associates Ltd. 0.21% Reduce -4.0% 52,718 $15.3M
B. Riley Wealth Advisors, Inc. 0.50% Reduce -3.3% 52,621 $15.3M
Congress Asset Management Co. 0.10% Add +12.5% 52,616 $15.3M
Isthmus Partners, LLC 1.85% Reduce -0.3% 52,480 $15.2M
Salem Investment Counselors Inc. 0.50% Add +1.2% 52,463 $15.2M
Avanza Fonder AB 0.45% — 52,030 $15.1M
Palisade Asset Management, LLC 1.53% Reduce -0.3% 52,013 $15.1M
Beese Fulmer Investment Management, Inc. 1.27% Reduce -0.3% 51,411 $14.9M
Westchester Capital Management, Inc. 3.75% Reduce -2.2% 51,363 $14.9M
Stock Yards Bank & Trust Co. 0.51% Reduce -5.5% 50,895 $14.8M
Lansing Street Advisors 5.11% Add +0.5% 50,573 $14.7M
Mirae Asset Securities (usa) Inc. 0.68% Add +0.5% 50,402 $14.6M
Savant Capital, LLC 0.11% Reduce -8.7% 50,104 $14.5M
Berkley W R Corp. 0.82% Reduce -49.9% 49,800 $14.4M
Apollon Wealth Management, LLC 0.33% Add +81.5% 49,771 $14.4M
Man Group plc 0.04% Add +274.7% 49,566 $14.4M
QRG Capital Management, Inc. 0.15% Add +1.0% 49,500 $14.3M
Waycross Partners, LLC 1.86% Add +1818.0% 49,445 $14.3M
Kentucky Retirement Systems 0.42% Reduce -1.4% 49,295 $14.3M
Trust Co. of Vermont 0.69% Add +3.1% 49,222 $14.3M
HUB Investment Partners, LLC 0.60% Add +3.7% 49,047 $14.2M
Metis Global Partners, LLC 0.43% Add +4.6% 48,708 $14.1M
Meiji Yasuda Asset Management Co Ltd. 0.53% Reduce -2.2% 48,430 $14.0M
Vestcor Inc 0.46% Reduce -2.6% 48,326 $14.0M
Orion Porfolio Solutions, LLC 0.14% Add +8.7% 48,309 $14.0M
Orion Portfolio Solutions, LLC 0.14% Add +8.7% 48,309 $14.0M
GW Henssler & Associates Ltd. 0.80% Reduce -1.2% 45,821 $14.0M
Vantage Investment Partners, LLC 1.19% Reduce -2.0% 47,128 $13.7M
Carnegie Investment Counsel 0.39% Add +44.3% 47,085 $13.6M
OneDigital Investment Advisors LLC 0.16% Reduce -1.9% 46,893 $13.6M
Tower Research Capital LLC (TRC) 0.27% Reduce -2.3% 46,885 $13.6M
Lido Advisors, LLC 0.09% Add +28.9% 46,544 $13.5M
Integrated Wealth Concepts LLC 0.16% Add +17.0% 46,437 $13.5M
Thompson Siegel & Walmsley LLC 0.21% Reduce -0.1% 46,375 $13.4M
Waverly Advisors, LLC 0.21% Add +69.4% 46,271 $13.4M
Sonora Investment Management Group, LLC 1.03% Add +2.3% 45,861 $13.3M
Bryn Mawr Trust Advisors, LLC 0.72% Reduce -0.9% 45,829 $13.3M
Burns J W & Co. Inc. 1.68% Reduce -1.9% 45,420 $13.2M
Rockland Trust Co. 0.67% Reduce -0.6% 45,268 $13.1M
D. E. Shaw & Co. 0.02% Reduce -72.7% 44,977 $13.0M
Macquarie Group Ltd. 0.02% Reduce -48.3% 72,275 $12.9M
Camden National Bank 1.92% Reduce -1.1% 44,260 $12.8M
Hartford Investment Management Co. 0.42% Reduce -1.8% 44,237 $12.8M
FineMark National Bank & Trust 0.45% Reduce -1.1% 44,222 $12.8M
Busey Bank 0.42% Reduce -0.9% 44,021 $12.8M
Norinchukin Bank, The 0.27% Add +6.8% 43,857 $12.7M
Richard C. Young & CO., LTD. 1.38% Add +1.1% 43,849 $12.7M
Pictet North America Advisors SA 1.20% Reduce -9.3% 43,659 $12.7M
Mediolanum International Funds Ltd 0.16% Reduce -34.4% 43,760 $12.6M
Mesirow Financial Investment Management, Inc. 0.25% Reduce -0.1% 43,600 $12.6M
Capital International Sarl 0.29% Add +8.7% 43,398 $12.6M
Allworth Financial LP 0.07% Add +25.9% 44,557 $12.5M
Jacobs & Co. 1.26% Reduce -1.1% 42,776 $12.4M
Van Lanschot Kempen Investment Management N.V. 0.12% Reduce -3.3% 42,582 $12.3M
SVB Wealth LLC 0.23% New 42,270 $12.3M
Prime Capital Investment Advisors, LLC 0.18% Reduce -38.0% 42,209 $12.2M
NEOS Investment Management LLC 0.29% Add +31.0% 42,020 $12.2M
Clearstead Advisors, LLC 0.19% Reduce -4.4% 41,984 $12.2M
AMF Tjanstepension AB 0.09% Reduce -70.2% 41,643 $12.1M
Kornitzer Capital Management Inc. 0.23% Add +1.6% 41,107 $11.9M
Primecap Management Co. 0.01% No change 41,100 $11.9M
Biondo Investment Advisors, LLC 1.63% Add +1.1% 40,689 $11.8M
Payden & Rygel 1.01% Reduce -10.0% 40,600 $11.8M
Evelyn Partners Investment Management Services Ltd 2.05% — 40,485 $11.7M
Advisory Services Network, LLC 0.22% Reduce -1.8% 40,277 $11.7M
Capital International, Inc. 0.14% Reduce -17.4% 40,255 $11.7M
Wolverine Trading, LLC 0.26% Reduce -43.4% 40,151 $11.6M
Linscomb Wealth, Inc. 0.58% Add +1.4% 40,084 $11.6M
Monarch Capital Management Inc. 3.15% Reduce -0.3% 39,656 $11.5M
Rowlandmiller & Partners.adv 2.40% Reduce -0.7% 39,644 $11.5M
Caldwell Trust Co 1.19% Reduce -2.0% 39,410 $11.4M
DJE Kapital AG 0.27% — 39,327 $11.4M
Snowden Capital Advisors LLC 0.36% Reduce -0.2% 39,329 $11.4M
Leavell Investment Management, Inc. 0.56% Reduce -0.5% 39,297 $11.4M
Flputnam Investment Management Co. 0.21% Add +6.5% 39,286 $11.4M
Argent Trust Co 0.46% Reduce -0.5% 39,030 $11.3M
Maryland State Retirement & Pension System 0.24% Reduce -6.5% 38,842 $11.3M
Stonegate Investment Group, LLC 0.30% Add +1.5% 38,742 $11.2M
Securian Asset Management, Inc. 0.33% Reduce -2.9% 38,515 $11.2M
Louisiana State Employees Retirement System 0.21% Reduce -4.7% 38,500 $11.2M
Atwater Malick LLC 3.71% Reduce -0.5% 38,249 $11.1M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -1.1% 38,181 $11.1M
Culbertson A N & Co. Inc. 1.76% Reduce -0.3% 38,155 $11.1M
WASHINGTON TRUST Co 0.40% Reduce -0.6% 38,027 $11.0M
BLB&B Advisors, LLC 0.56% Add +0.8% 37,752 $10.9M
Sienna Gestion 0.74% No change 37,742 $10.9M
Executive Wealth Management, LLC 0.85% Add +0.0% 37,665 $10.9M
Vident Advisory, LLC 0.19% Add +3.4% 37,603 $10.9M
Dakota Wealth Management 0.25% Add +4.3% 37,430 $10.9M
Hilton Capital Management, LLC 0.94% Reduce -12.4% 37,359 $10.8M
Bailard, Inc. 0.27% Add +3.2% 37,105 $10.8M
Advisors Asset Management, Inc. 0.20% Reduce -8.9% 37,093 $10.8M
Trust Co. of Toledo NA 1.41% Add +1.8% 37,039 $10.7M
James Investment Research, Inc. 1.28% Reduce -1.6% 36,969 $10.7M
Venture Visionary Partners LLC 0.45% Add +1.4% 36,852 $10.7M
Moody LYNN Lieberson & Walker, LLC 0.65% Reduce -16.7% 36,658 $10.6M
Solidarity Wealth, LLC 2.76% Add +1.1% 36,581 $10.6M
Ieq Capital, LLC 0.10% Reduce -5.1% 36,148 $10.5M
Capital International Ltd. 0.43% Add +0.7% 36,065 $10.5M
Logan Capital Management Inc. 0.44% Reduce -2.1% 35,956 $10.4M
Alberta Investment Management Corp 0.07% New 35,940 $10.4M
MainStreet Investment Advisors LLC 1.46% Reduce -1.9% 35,927 $10.4M
Old National Bancorp 0.25% Add +12.6% 35,919 $10.4M
Birmingham Capital Management Co. Inc. 3.86% Reduce -1.1% 35,913 $10.4M
Chilton Investment Co. Inc. 0.27% Reduce -4.0% 35,827 $10.4M
Banco Santander, S.A. 0.12% Add +4.1% 35,824 $10.4M
Madison Asset Management, LLC 0.12% Reduce -20.6% 35,220 $10.2M
Madison Investment Advisors, LLC 0.12% — 35,220 $10.2M
Cadence Bank 0.69% Add +65.9% 35,154 $10.2M
Mechanics Bank Trust Department 1.35% No change 34,959 $10.1M
Arete Wealth Advisors, LLC 0.73% Add +1.7% 35,052 $10.1M
Alaska Permanent Fund Corp 0.15% No change 34,708 $10.1M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -2.8% 34,706 $10.1M
First Fiduciary Investment Counsel, Inc. 2.03% Add +81.9% 34,457 $10.0M
New Mexico Educational Retirement Board 0.33% Reduce -2.8% 34,219 $9.9M
Bath Savings Trust Co 1.00% Add +5.7% 34,089 $9.9M
Stokes Capital Advisors, LLC 2.55% Add +2.3% 34,016 $9.9M
Howe & Rusling Inc. 0.85% Add +467.5% 33,997 $9.9M
Jamison Private Wealth Management, Inc. 1.45% Add +0.6% 33,965 $9.8M
Groupe la Francaise 0.24% — 47,482 $9.8M
Great Lakes Advisors, LLC 0.08% Add +3.7% 33,468 $9.7M
Lincoln Capital LLC 2.03% Reduce -0.5% 33,354 $9.7M
Lynch & Associates 2.10% Add +0.5% 33,334 $9.7M
Pinnacle Financial Partners Inc 0.20% Add +2.5% 33,082 $9.6M
E. Ohman J:or Asset Management AB 0.22% Add +12.2% 32,870 $9.5M
Greenleaf Trust 0.09% Reduce -2.2% 32,863 $9.5M
OMERS ADMINISTRATION Corp 0.08% Add +9.8% 32,833 $9.5M
Roundview Capital LLC 0.66% Add +1.2% 32,776 $9.5M
Hutner Capital Management Inc. 4.57% Add +8.1% 32,630 $9.5M
Sky Investment Group LLC 1.78% Add +0.2% 32,611 $9.5M
Canandaigua National Bank & Trust Co. 0.93% Reduce -0.4% 32,588 $9.4M
Royal Fund Management, LLC 1.02% Add +103.8% 31,640 $9.4M
Wesbanco Bank Inc. 0.32% Reduce -2.1% 32,316 $9.4M
Foundations Investment Advisors, LLC 0.18% Add +0.8% 32,014 $9.3M
Cornerstone Advisors, LLC 0.37% Add +5.3% 31,600 $9.2M
Cape Cod Five Cents Savings Bank 0.81% No change 29,998 $9.1M
Coldstream Capital Management Inc. 0.19% Add +3.2% 31,269 $9.1M
BNP Paribas 0.13% Add +22.2% 26,943 $9.0M
Concurrent Investment Advisors, LLC 0.24% Reduce -8.7% 30,828 $8.9M
Gotham Asset Management 0.08% Reduce -9.8% 30,715 $8.9M
Advocate Group LLC 1.67% Add +4.1% 30,626 $8.9M
1ST Source Bank 0.51% Reduce -1.8% 30,608 $8.9M
Daymark Wealth Partners, LLC 0.37% Reduce -1.3% 135,217 $8.9M
Schmidt P J Investment Management Inc. 1.53% Reduce -1.8% 30,344 $8.8M
Regal Investment Advisors LLC 0.66% Reduce -0.5% 30,310 $8.8M
Mattern Capital Management, LLC 1.14% Add +2.0% 30,110 $8.7M
Laffer Tengler Investments, Inc. 2.10% Add +16.9% 30,032 $8.7M
Chemung Canal Trust Co. 1.81% Reduce -2.4% 29,928 $8.7M
Covington Investment Advisors Inc. 1.30% Reduce -0.6% 29,897 $8.7M
Heirloom Wealth Management 2.60% Add +7.0% 29,896 $8.7M
Hilltop Holdings Inc. 0.55% Add +4.1% 29,884 $8.7M
LGT Group Foundation 0.13% Add +484.5% 29,879 $8.7M
Albion Financial Group 0.59% Reduce -0.8% 29,749 $8.6M
Florida Trust Wealth Management Co 0.27% Add +4.9% 29,612 $8.6M
Capital Investment Advisors, LLC 0.17% Reduce -0.1% 29,593 $8.6M
Neville Rodie & Shaw Inc. 0.62% Reduce -0.3% 29,265 $8.5M
Azimuth Capital Investment Management LLC 0.33% Reduce -8.6% 29,194 $8.5M
CX Institutional 0.34% Add +7.9% 29,168 $8.5M
King Wealth Management Group 1.23% Reduce -27.1% 29,140 $8.4M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Reduce -80.2% 29,064 $8.4M
YHB Investment Advisors, Inc. 0.69% Reduce -15.7% 29,047 $8.4M
IFP Advisors, Inc 0.27% Add +26.6% 28,923 $8.4M
Chesley Taft & Associates LLC 0.39% Reduce -0.2% 28,916 $8.4M
First Western Trust Bank 0.39% Reduce -1.4% 28,914 $8.4M
Whitener Capital Management, Inc. 2.35% Add +5.1% 28,873 $8.4M
Modera Wealth Management, LLC 0.10% Add +9.5% 28,765 $8.3M
King Luther Capital Management Corp. 0.04% Reduce -7.1% 28,547 $8.3M
EFG Asset Management (Americas) Corp. 1.61% Reduce -1.4% 28,497 $8.3M
United Capital Financial Advisors, LLC 0.07% Reduce -2.2% 28,320 $8.2M
Cambridge Financial Group, Inc. 3.37% — 28,114 $8.1M
Cassaday & Co Wealth Management LLC 0.22% Add +0.4% 28,070 $8.1M
Atlantic Union Bankshares Corp 0.47% Reduce -2.7% 27,997 $8.1M
Choate Investment Advisors 0.20% Add +21.8% 27,978 $8.1M
Illinois Municipal Retirement Fund 0.11% No change 27,948 $8.1M
Kimelman & Baird, LLC 0.64% Reduce -0.7% 27,900 $8.1M
Core Alternative Capital 1.68% Reduce -8.0% 27,801 $8.1M
Toth Financial Advisory Corp. 0.95% Add +1.1% 27,746 $8.0M
InvesTrust 2.23% — 27,661 $8.0M
Wedbush Securities Inc. 0.29% Add +4.9% 27,649 $8.0M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.00% Reduce -12.3% 28,500 $8.0M
Quantitative Investment Management, LLC 0.60% New 27,478 $8.0M
Level Four Advisory Services, LLC 0.32% Add +3.1% 27,377 $7.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.93% Add +5.8% 27,200 $7.9M
Farmers Trust Co. 1.47% Reduce -0.3% 27,080 $7.9M
Chatham Capital Group, Inc. 1.29% Reduce -1.8% 27,029 $7.8M
Talbot Financial, LLC 0.92% Add +2.0% 26,748 $7.8M
Perennial Advisors, LLC 1.69% — 26,714 $7.7M
Axxcess Wealth Management, LLC 0.19% Add +0.6% 26,646 $7.7M
Boston Family Office LLC 0.53% Reduce -1.8% 26,591 $7.7M
Baker Avenue Asset Management, LP 0.24% Reduce -0.2% 26,517 $7.7M
Crestwood Advisors Group, LLC 0.14% Reduce -1.5% 26,487 $7.7M
Dana Investment Advisors, Inc. 0.25% Reduce -1.6% 26,482 $7.7M
Cyndeo Wealth Partners, LLC 0.52% Add +1.1% 26,377 $7.6M
Citizens Financial Group Inc. 0.15% Add +4.2% 26,249 $7.6M
Paragon Capital Management LLC 4.07% Reduce -3.9% 26,217 $7.6M
Merit Financial Group, LLC 0.14% Add +15.8% 25,926 $7.5M
Moneta Group Investment Advisors LLC 0.11% Add +5.3% 25,911 $7.5M
Tidal Investments LLC 0.06% Reduce -0.0% 25,693 $7.4M
J.W. Cole Advisors, Inc. 0.30% Add +0.6% 25,610 $7.4M
Community Bank & Trust, Waco, Texas 1.69% Add +0.1% 25,548 $7.4M
Farmers National Bank 2.15% — 25,447 $7.4M
Valeo Financial Advisors, LLC 0.21% Add +8.4% 25,440 $7.4M
Boston Research & Management Inc. 1.80% Reduce -0.3% 25,393 $7.4M
First Interstate Bank 0.44% Add +47.3% 25,324 $7.3M
Thomasville National Bank 0.52% Add +1.2% 25,163 $7.3M
Intech Investment Management LLC 0.07% Reduce -34.4% 24,998 $7.2M
Infusive Asset Management Inc. 3.22% Reduce -53.1% 24,936 $7.2M
Campbell Newman Asset Management Inc. 0.58% No change 24,901 $7.2M
Windle Wealth, LLC 3.99% Add +2.0% 24,868 $7.2M
Marble Harbor Investment Counsel, LLC 0.79% Reduce -0.1% 24,862 $7.2M
IHT Wealth Management, LLC 0.23% Reduce -17.5% 24,839 $7.2M
Edge Wealth Management LLC 1.45% Reduce -1.4% 24,671 $7.2M
Rothschild Investment LLC 0.47% Reduce -1.7% 24,656 $7.1M
Cornerstone Wealth Group, LLC 0.58% Add +2.6% 24,645 $7.1M
Montag A & Associates Inc. 0.34% Reduce -4.9% 24,626 $7.1M
Oak Harvest Investment Services 0.99% Add +52.1% 24,503 $7.1M
Oxbow Advisors, LLC 0.86% Add +2.3% 24,413 $7.1M
SteelPeak Wealth, LLC 0.29% Reduce -5.6% 24,316 $7.0M
Cypress Capital Group 0.86% Reduce -5.6% 24,310 $7.0M
Sound View Wealth Advisors Group, LLC 0.57% Reduce -15.3% 24,230 $7.0M
Capital Analysts, LLC 0.28% Add +2.0% 24,228 $7.0M
Hantz Financial Services, Inc. 0.12% Reduce -3.9% 24,080 $7.0M
Eliot Finkel Investment Counsel, LLC 4.44% Reduce -1.1% 24,025 $7.0M
Sowell Financial Services LLC 0.36% Add +2.8% 23,855 $6.9M
Fifth Third Wealth Advisors LLC 0.37% Add +12.0% 23,769 $6.9M
Group One Trading LLC 0.23% New 23,705 $6.9M
Sax Wealth Advisors, LLC 0.54% Add +6.5% 23,702 $6.9M
First American Trust, FSB 0.69% Add +2.4% 23,683 $6.9M
Amica Mutual Insurance Co. 0.70% Reduce -12.7% 23,532 $6.8M
Burney Co./ 0.24% Add +9.5% 23,508 $6.8M
Quinn Opportunity Partners LLC 0.49% Add +67.9% 23,500 $6.8M
Kinsale Capital Group, Inc. 1.81% Add +14.1% 23,274 $6.7M
Hills Bank & Trust Co 0.51% Reduce -1.3% 23,271 $6.7M
NBW Capital LLC 1.25% Reduce -1.1% 23,233 $6.7M
Financial & Tax Architects, LLC 1.70% Add +3.9% 22,982 $6.7M
Aviso Financial Inc. 0.34% Reduce -7.0% 22,964 $6.7M
AlTi Global, Inc. 0.16% Reduce -9.4% 22,920 $6.6M
Coston, McIsaac & Partners 1.96% Reduce -4.2% 22,868 $6.6M
Northwestern Mutual Investment Management Company, LLC 0.15% Add +0.1% 22,754 $6.6M
Telos Capital Management, Inc. 0.70% Add +1.2% 22,588 $6.5M
Lombard Odier Asset Management (Switzerland) SA 0.49% Add +4.0% 22,562 $6.5M
Equitable Holdings, Inc. 0.06% Add +2.5% 22,533 $6.5M
Addenda Capital Inc. 0.23% Reduce -0.3% 22,357 $6.5M
Adell Harriman & Carpenter Inc. 0.45% Reduce -10.2% 22,345 $6.5M
StoneX Group Inc. 0.35% Add +52.7% 22,190 $6.4M
Hamel Associates, Inc. 2.07% Reduce -0.2% 22,137 $6.4M
Benedict Financial Advisors Inc. 1.56% Reduce -1.0% 22,135 $6.4M
City Holding Co. 0.91% Reduce -20.8% 22,057 $6.4M
Consolidated Capital Management, LLC 2.78% Reduce -2.3% 22,026 $6.4M
Searle & Co. 1.84% Add +4.8% 22,025 $6.4M
NorthRock Partners, LLC 0.21% Reduce -1.0% 21,938 $6.4M
First Merchants Corp. 0.24% Reduce -0.7% 21,815 $6.3M
Smithfield Trust Co 0.31% Add +0.4% 21,758 $6.3M
Money Concepts Capital Corp. 0.47% Reduce -1.4% 21,694 $6.3M
Avitas Wealth Management LLC 0.87% Add +0.6% 21,656 $6.3M
Stablepoint Partners, LLC 1.14% Add +0.5% 21,450 $6.2M
Good Life Advisors, LLC 0.45% Reduce -4.9% 21,374 $6.2M
Allstate Corp. 0.18% Add +2950.0% 21,350 $6.2M
American Money Management, LLC 1.20% Add +0.3% 21,304 $6.2M
Parcion Private Wealth LLC 0.47% Add +2.2% 21,270 $6.2M
Penn Davis McFarland Inc. 0.67% Reduce -0.2% 21,213 $6.1M
Patrick Mauro Investment Advisor, INC. 3.50% Reduce -8.3% 21,111 $6.1M
Freestone Capital Holdings, LLC 0.21% Reduce -0.3% 21,099 $6.1M
Motco 0.63% Reduce -1.3% 21,037 $6.1M
Wesleyan Assurance Society 0.47% No change 21,000 $6.1M
Park Avenue Securities LLC 0.06% Add +5.3% 20,732 $6.0M
Western Wealth Management, LLC 0.32% Add +3.5% 20,703 $6.0M
Broadwater Capital Management LLC 4.60% Reduce -0.4% 20,696 $6.0M
Nippon Life Global Investors Americas, Inc. 0.28% Reduce -8.9% 20,670 $6.0M
Southland Equity Partners LLC 1.39% Add +11.4% 20,662 $6.0M
Ostrum Asset Management 0.52% Reduce -2.5% 20,579 $6.0M
Tokio Marine Asset Management Co. Ltd. 0.21% Add +3.5% 20,502 $5.9M
Verition Fund Management LLC 0.03% Reduce -80.2% 20,482 $5.9M
Bleakley Financial Group, LLC 0.18% Add +0.3% 20,419 $5.9M
Leelyn Smith, LLC 1.05% Add +1.1% 20,403 $5.9M
Prosperity Consulting Group, LLC 0.44% Reduce -2.6% 20,320 $5.9M
Pine Valley Investments Ltd Liability Co 0.38% Add +4.3% 20,282 $5.9M
Physicians Financial Services, Inc. 1.78% Add +1.9% 20,262 $5.9M
Laird Norton Wetherby Wealth Management, LLC 0.28% Reduce -4.9% 20,236 $5.9M
Keystone Financial Group 0.58% Add +132.9% 19,522 $5.9M
AIA Group Ltd 0.14% Add +65.0% 20,212 $5.9M
SBI Securities Co., Ltd. 0.18% — 20,201 $5.9M
GPM Growth Investors, Inc. 2.47% Reduce -1.4% 20,167 $5.8M
Letson Investment Management, Inc. 2.36% Reduce -0.1% 20,160 $5.8M
New Hampshire Trust 1.23% Add +0.7% 20,130 $5.8M
Generali Powszechne Towarzystwo Emerytalne 1.96% No change 20,118 $5.8M
Ellsworth Advisors, LLC 1.52% Add +2.8% 20,013 $5.8M
Viking Fund Management LLC 0.90% No change 20,000 $5.8M
Johnson Financial Group, Inc. 0.27% Add +5.7% 20,041 $5.8M
Equitable Trust Co. 0.32% Add +10.5% 19,904 $5.8M
Laurel Wealth Advisors LLC 0.90% Add +1.3% 19,808 $5.7M
Boit C F David 2.89% No change 19,800 $5.7M
Pittenger & Anderson Inc. 0.21% Reduce -9.8% 19,770 $5.7M
OMC Financial Services LTD 2.43% Add +10.2% 19,735 $5.7M
Blue Chip Partners, LLC 0.49% Reduce -13.8% 19,694 $5.7M
WMS Partners, LLC 0.32% Reduce -0.1% 19,625 $5.7M
Main Street Research LLC 0.35% Reduce -0.9% 19,618 $5.7M
TCI Wealth Advisors, Inc. 0.47% Add +1.0% 19,559 $5.7M
Rice Partnership, LLC 1.07% Add +2.0% 19,429 $5.6M
Nilsine Partners, LLC 0.60% Add +9.3% 19,386 $5.6M
American National Bank & Trust 0.63% Add +4.7% 19,320 $5.6M
Ethic Inc. 0.11% Reduce -16.9% 19,313 $5.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.58% — 19,300 $5.6M
Gladstone Institutional Advisory LLC 0.26% Add +6.3% 19,268 $5.6M
Sigma Planning Corp 0.18% Reduce -14.2% 19,259 $5.6M
Squarepoint Ops LLC 0.01% Reduce -93.5% 19,255 $5.6M
Allen Investment Management, LLC 0.06% Reduce -1.7% 19,230 $5.6M
Profund Advisors LLC 0.20% Add +19.5% 19,157 $5.6M
Avantax Planning Partners, Inc. 0.20% Add +2.6% 19,152 $5.6M
Hollencrest Capital Management 0.22% Reduce -0.0% 18,978 $5.5M
Legacy Advisors, LLC 0.53% Reduce -0.5% 18,910 $5.5M
CFM Wealth Partners LLC 0.92% Add +2.1% 18,892 $5.5M
Whalerock Point Partners, LLC 1.31% Add +1.7% 18,840 $5.5M
Groupama Asset Managment 0.11% Reduce -35.9% 18,796 $5.4M
Spring Capital Management, LLC 3.25% Add +4.0% 18,765 $5.4M
FAS Wealth Partners, Inc. 0.46% Add +0.5% 18,759 $5.4M
Triglav Investments, D.O.O. 0.43% — 18,755 $5.4M
Chicago Partners Investment Group LLC 0.18% Add +2.7% 18,910 $5.4M
Turtle Creek Wealth Advisors, LLC 1.25% Add +5.0% 18,627 $5.4M
Appleton Partners Inc. 0.40% Reduce -3.2% 18,625 $5.4M
Summitry LLC 0.26% Add +8.6% 18,604 $5.4M
North Star Investment Management Corp. 0.37% Reduce -8.2% 18,560 $5.4M
LMG Wealth Partners, LLC 1.17% Add +2.2% 18,479 $5.4M
Summit Financial, LLC 0.19% Add +5.5% 18,470 $5.4M
Naples Global Advisors, LLC 0.50% Add +0.3% 18,437 $5.3M
Oak Asset Management, LLC 1.98% Reduce -1.0% 18,434 $5.3M
Trivium Point Advisory, LLC 0.67% Add +3.1% 18,350 $5.3M
Capital & Planning, LLC 3.89% — 18,336 $5.3M
Fred Alger Management, LLC 0.03% Reduce -0.1% 18,303 $5.3M
Private Trust Co. NA 0.54% Reduce -2.2% 18,106 $5.2M
Independent Investors Inc. 1.04% No change 18,045 $5.2M
Liberty Capital Management, Inc. 1.16% Reduce -0.5% 18,034 $5.2M
Meeder Advisory Services, Inc. 0.33% Add +3.6% 18,022 $5.2M
Clearbridge Investments, LLC 0.00% Reduce -8.2% 18,001 $5.2M
Ashton Thomas Private Wealth, LLC 0.20% Add +13.5% 17,887 $5.2M
Alkeme Wealth, LLC 2.37% Add +1.2% 17,871 $5.2M
Edmond DE Rothschild Holding S.A. 0.09% Reduce -57.4% 17,807 $5.2M
Lowe Brockenbrough & Co. Inc. 0.33% Reduce -0.9% 17,759 $5.1M
Peoples Financial Services Corp. 2.38% Reduce -0.3% 17,746 $5.1M
Wealth Advisors of Tampa Bay, LLC 2.20% Reduce -0.2% 17,734 $5.1M
Texas Yale Capital Corp. 0.21% Add +0.6% 17,713 $5.1M
Investment Advisory Services Inc. /TX 1.80% Reduce -3.0% 17,602 $5.1M
Van Eck Associates Corp. 0.01% Reduce -1.3% 17,578 $5.1M
Plato Investment Management Ltd 0.37% No change 17,511 $5.1M
Wealthspire Advisors, LLC 0.05% Add +0.6% 17,571 $5.1M
Capstone Investment Advisors, LLC 0.06% Add +17642.4% 17,565 $5.1M
Somerset Trust Co 1.91% Add +2.1% 17,546 $5.1M
Vestor Capital, LLC 0.39% Reduce -0.4% 17,528 $5.1M
Orange Investment Advisors, Inc. 0.57% Reduce -0.9% 17,436 $5.1M
Plimoth Trust Co. LLC 1.30% Reduce -1.2% 17,428 $5.1M
Livforsakringsbolaget Skandia, Omsesidigt 0.27% Reduce -3.3% 17,420 $5.0M
Capricorn Fund Managers Ltd 2.24% Add +11.0% 17,369 $5.0M
Dynamic Advisor Solutions LLC 0.22% Reduce -8.3% 17,250 $5.0M
Pioneer Trust Bank N A 1.26% Add +14.3% 17,236 $5.0M
Ballentine Partners, LLC 0.09% Add +0.9% 17,208 $5.0M
Signaturefd, LLC 0.09% Add +5.2% 17,146 $5.0M
Praxis Investment Management Inc. 0.32% Reduce -11.7% 17,127 $5.0M
Sandhill Capital Partners LLC 0.39% Add +0.6% 17,054 $4.9M
Generali Investments, Management Co LLC 1.28% — 17,038 $4.9M
Bar Harbor Wealth Management 0.32% Reduce -2.8% 17,031 $4.9M
Panagora Asset Management Inc. 0.02% Reduce -4.3% 17,029 $4.9M
MMBG Investment Advisors Co. 0.52% No change 16,949 $4.9M
Keeler Thomas Management LLC 1.75% Reduce -2.2% 16,940 $4.9M
Pinnacle Wealth Management Advisory Group, LLC 0.46% Reduce -0.9% 16,882 $4.9M
Rockline Wealth Management, LLC 1.30% Add +4.5% 16,807 $4.9M
St. Nicholas Private Asset Management, Inc. 4.35% — 16,792 $4.9M
Community Financial Services Group, LLC 0.96% Add +4.8% 16,732 $4.9M
Lombard Odier Asset Management (Europe) Ltd 0.33% No change 16,690 $4.8M
Mission Wealth Management, LP 0.12% Reduce -1.9% 16,679 $4.8M
Stonebridge Financial Group, LLC 0.53% — 16,644 $4.8M
Columbia Asset Management 0.92% Reduce -2.2% 16,639 $4.8M
United Services Automobile Association 0.16% Reduce -0.7% 16,633 $4.8M
First PREMIER Bank 1.22% Reduce -0.2% 16,542 $4.8M
Harbour Investments, Inc. 0.14% Add +3.6% 16,528 $4.8M
Chicago Capital, LLC 0.13% Add +0.2% 16,495 $4.8M
NJ State Employees Deferred Compensation Plan 0.58% No change 16,493 $4.8M
Mutual Advisors, LLC 0.14% Reduce -15.0% 17,073 $4.8M
Valmark Advisers, Inc. 0.07% Add +3.9% 16,438 $4.8M
Douglass Winthrop Advisors, LLC 0.09% Add +4.3% 16,402 $4.8M
Mairs & Power Inc. 0.05% Add +1.0% 16,378 $4.7M
LaFleur & Godfrey LLC 0.65% Reduce -0.8% 16,346 $4.7M
Dorsey & Whitney Trust CO LLC 0.26% Add +1.8% 16,340 $4.7M
Onex Canada Asset Management Inc. 0.57% Reduce -10.2% 16,297 $4.7M
Parr McKnight Wealth Management Group, LLC 0.68% — 16,244 $4.7M
Colonial Trust Advisors 0.42% Reduce -3.2% 16,164 $4.7M
Crawford Investment Counsel Inc. 0.08% Reduce -4.6% 15,950 $4.6M
Ascent Group, LLC 0.34% Reduce -0.7% 15,831 $4.6M
Franklin Street Advisors Inc. 0.30% Reduce -19.3% 15,824 $4.6M
SageView Advisory Group, LLC 0.20% Add +15.6% 15,723 $4.6M
Parsons Capital Management Inc. 0.25% Reduce -5.6% 15,644 $4.5M
St Germain D J Co. Inc. 0.20% Add +2.0% 15,549 $4.5M
Caprock Group, LLC 0.15% Add +5.7% 15,441 $4.5M
CCM Investment Group, LLC 0.49% — 15,451 $4.5M
Icon Wealth Advisors, LLC 0.37% Add +0.4% 15,427 $4.5M
DLK Investment Management, LLC 1.86% Add +0.6% 15,343 $4.4M
Parallel Advisors, LLC 0.10% Add +15.0% 15,295 $4.4M
SlateStone Wealth, LLC 0.43% Add +5.4% 15,290 $4.4M
Moors & Cabot, Inc. 0.21% Reduce -7.8% 15,278 $4.4M
Brookmont Capital Management 2.36% Reduce -2.3% 15,248 $4.4M
Global Retirement Partners, LLC 0.13% Reduce -19.8% 15,232 $4.4M
WBH Advisory Inc. 0.41% Reduce -0.2% 15,129 $4.4M
Parallax Volatility Advisers, L.P. 0.11% Add +10270.3% 15,037 $4.4M
Mission Creek Capital Partners, Inc. 0.95% Reduce -0.5% 15,034 $4.4M
Gables Capital Management Inc. 2.10% Reduce -2.2% 15,010 $4.4M
Shellback Capital, LP 0.30% New 15,000 $4.3M
Hudson Value Partners, LLC 1.61% Add +8.0% 14,954 $4.3M
PFG Investments, LLC 0.27% Add +0.8% 14,936 $4.3M
Investment House LLC 0.23% Reduce -1.0% 14,893 $4.3M
Mystic Asset Management, Inc. 1.16% Add +218.7% 14,858 $4.3M
Anchor Investment Management, LLC 0.40% Add +5.2% 14,818 $4.3M
Horizon Investments, LLC 0.12% Add +2.6% 14,792 $4.3M
Jacobi Capital Management LLC 0.32% Reduce -1.0% 14,751 $4.3M
Jaffetilchin Investment Partners, LLC 0.31% Add +4.5% 14,748 $4.3M
TCV Trust & Wealth Management, Inc. 0.39% Reduce -1.7% 14,685 $4.3M
Ghe, LLC 1.69% Add +0.9% 14,677 $4.3M
Woodstock Corp. 0.41% Add +2.0% 14,662 $4.3M
Marco Investment Management LLC 0.37% Add +1.7% 14,617 $4.2M
Opus Investment Management Inc. 3.13% No change 14,600 $4.2M
Greenwood Capital Associates LLC 0.55% New 14,589 $4.2M
Pinkerton Wealth, LLC 0.61% Add +2.9% 14,543 $4.2M
Morgan Dempsey Capital Management LLC 1.70% Reduce -8.2% 14,533 $4.2M
Avior Wealth Management, LLC 0.15% Reduce -12.3% 14,510 $4.2M
K.J. Harrison & Partners Inc 0.66% Add +233.6% 14,377 $4.2M
Financial Security Advisor, Inc. 1.07% Reduce -1.7% 14,500 $4.2M
Parthenon LLC 0.51% Add +1.2% 14,481 $4.2M
Aureus Asset Management, LLC 0.27% Add +3.2% 14,393 $4.2M
Abn Amro Investment Solutions 0.08% Reduce -32.5% 14,360 $4.2M
Pallas Capital Advisors LLC 0.18% Reduce -0.8% 14,342 $4.2M
SouthState Bank Corp 0.27% Reduce -2.9% 14,329 $4.2M
Community Bank, N.A. 0.53% Reduce -0.5% 14,235 $4.1M
Oppenheimer Asset Management Inc. 0.05% Reduce -1.3% 14,228 $4.1M
Red Cedar Investment Management, LLC 0.52% No change 14,206 $4.1M
Belpointe Asset Management LLC 0.25% Reduce -0.2% 14,186 $4.1M
Alpha DNA Investment Management LLC 2.23% Add +269.1% 14,124 $4.1M
Heritage Trust Co 0.48% — 14,112 $4.1M
Trajan Wealth LLC 0.23% Add +11.1% 14,077 $4.1M
Sagespring Wealth Partners, LLC 0.11% — 14,014 $4.1M
Rossmore Private Capital 0.50% Reduce -5.9% 14,013 $4.1M
JARISLOWSKY, FRASER Ltd 0.02% No change 14,003 $4.1M
First Citizens Bank & Trust Co. 0.07% Reduce -1.6% 13,992 $4.1M
Clearstead Trust, LLC 0.87% Add +7.9% 13,952 $4.0M
Evexia Wealth LLC 1.36% Reduce -0.9% 13,660 $4.0M
Ossiam 0.07% Add +37.1% 13,853 $4.0M
Mgo One Seven LLC 0.15% Add +20.0% 13,832 $4.0M
Transcend Capital Advisors, LLC 0.29% Reduce -11.2% 13,819 $4.0M
Lee Danner & Bass Inc. 0.32% Add +2.0% 13,807 $4.0M
Virginia Wealth Management Group, Inc. 2.48% Add +0.6% 13,799 $4.0M
Spinnaker Trust 0.25% Reduce -0.4% 13,766 $4.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.11% Reduce -4.1% 13,726 $4.0M
HBK Sorce Advisory LLC 0.12% Add +2.3% 13,701 $4.0M
Bfsg, LLC 0.46% Add +0.7% 13,692 $4.0M
Blue Trust, Inc. 0.05% Reduce -26.3% 13,674 $4.0M
Caption Management, LLC 0.16% Add +335.1% 13,633 $4.0M
Claro Advisors Inc. 0.53% Reduce -7.5% 13,527 $3.9M
Asset Dedication, LLC 0.31% Reduce -23.1% 13,506 $3.9M
Hengehold Capital Management LLC 0.37% Add +2.9% 13,456 $3.9M
Moloney Securities Asset Management, LLC 0.53% Reduce -1.2% 13,449 $3.9M
AlpenGlobal Capital LLC 2.53% — 13,428 $3.9M
Essex Financial Services, Inc. 0.27% Add +5.4% 13,415 $3.9M
Focus Financial Network, Inc. 0.15% Reduce -1.3% 13,406 $3.9M
Midland Wealth Advisors, LLC 0.23% Reduce -3.5% 13,374 $3.9M
Woodmont Investment Counsel LLC 0.29% Reduce -4.8% 13,333 $3.9M
Asset Planning,Inc 2.94% — 13,323 $3.9M
Alpha Omega Wealth Management LLC 0.73% Reduce -0.6% 13,262 $3.8M
Shorepoint Capital Partners LLC 0.88% Reduce -0.4% 13,261 $3.8M
Ritholtz Wealth Management 0.11% Add +6.7% 13,250 $3.8M
Global Wealth Management Investment Advisory, Inc. 0.79% Add +3.4% 13,238 $3.8M
Greatmark Investment Partners, Inc. 0.52% No change 13,212 $3.8M
Lake Street Advisors Group, LLC 0.18% Add +50.8% 13,203 $3.8M
Nicholas Hoffman & Company, LLC. 0.15% Reduce -2.3% 13,200 $3.8M
Vinva Investment Management Ltd 0.15% Reduce -4.1% 13,206 $3.8M
Coastline Trust Co 0.45% Reduce -2.7% 13,148 $3.8M
Holderness Investments Co. 0.84% Reduce -0.9% 13,147 $3.8M
Brady Family Wealth, LLC 1.16% Reduce -1.6% 13,094 $3.8M
Silvant Capital Management LLC 0.16% No change 13,086 $3.8M
DORCHESTER WEALTH MANAGEMENT Co 0.75% Reduce -1.5% 13,034 $3.8M
Alta Capital Management LLC/ 0.23% Add +9.7% 13,032 $3.8M
Ameritas Investment Partners, Inc. 0.12% Add +5.0% 13,026 $3.8M
PICTET BANK & TRUST Ltd 3.77% No change 13,000 $3.8M
Eagle Global Advisors LLC 0.15% New 13,000 $3.8M
Jericho Financial, LLP 2.73% — 12,993 $3.8M
First Financial Bank - Trust Division 0.35% Reduce -4.0% 12,992 $3.8M
TCW Group Inc. 0.03% Add +2.4% 12,960 $3.8M
Schnieders Capital Management LLC 0.75% Reduce -0.4% 12,949 $3.8M
First National Bank of Mount Dora, Trust Investment Services 0.88% Add +0.7% 12,921 $3.7M
Empower Advisory Group, LLC 0.01% Reduce -0.6% 12,918 $3.7M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.76% Add +46.0% 12,899 $3.7M
Gilder Gagnon Howe & Co. LLC 0.04% Reduce -36.5% 12,875 $3.7M
Thoroughbred Financial Services, LLC 0.23% Reduce -3.9% 12,856 $3.7M
Private Wealth Partners, LLC 0.29% Reduce -2.1% 12,848 $3.7M
Delta Capital Management LLC 2.15% Reduce -0.2% 12,825 $3.7M
Valley National Advisers Inc. 0.66% Add +1.7% 12,760 $3.7M
Kinloch Capital, LLC 1.85% Add +2.2% 12,737 $3.7M
CWA Asset Management Group, LLC 0.19% Add +15.1% 12,723 $3.7M
Bell Bank 0.27% Add +3.0% 12,699 $3.7M
Evergreen Capital Management LLC 0.12% Add +2.5% 12,638 $3.7M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.42% Add +0.7% 12,582 $3.6M
Drexel Morgan & Co. 0.75% No change 12,579 $3.6M
Geneos Wealth Management Inc. 0.13% Reduce -13.2% 12,572 $3.6M
Impax Asset Management Group plc 0.02% Reduce -3.6% 12,561 $3.6M
Davis R M Inc. 0.07% Reduce -6.5% 12,547 $3.6M
Carret Asset Management, LLC 0.40% Add +2.9% 12,539 $3.6M
Waldron Private Wealth LLC 0.15% Add +3.9% 12,482 $3.6M
Reynders McVeigh Capital Management, LLC 0.19% Reduce -0.7% 12,477 $3.6M
Alliance Wealth Advisors, LLC 0.93% Add +3.6% 12,476 $3.6M
McKinley Carter Wealth Services, Inc. 0.22% Reduce -0.6% 12,440 $3.6M
Tyche Wealth Partners LLC 0.76% Add +36.6% 12,431 $3.6M
Rainey & Randall Wealth Advisors Inc. 0.71% Reduce -7.4% 12,389 $3.6M
Sterling Wealth Management, Inc. 1.33% No change 12,381 $3.6M
UNIVEST FINANCIAL Corp 0.23% Reduce -6.2% 12,368 $3.6M
Hayek Kallen Investment Management 1.30% Reduce -1.7% 12,344 $3.6M
Moody National Bank Trust Division 0.37% Reduce -3.3% 12,330 $3.6M
R.H. Investment Group, LLC 3.36% — 12,284 $3.6M
Verdence Capital Advisors LLC 0.29% Add +3.2% 12,280 $3.6M
Hoertkorn Richard Charles 1.46% Reduce -8.4% 12,224 $3.5M
Valley Wealth Managers, Inc. 0.26% Reduce -8.9% 12,134 $3.5M
Exencial Wealth Advisors, LLC 0.13% Reduce -2.0% 12,121 $3.5M
Beverly Hills Private Wealth, LLC 0.71% Add +10.6% 12,115 $3.5M
Cordatus Wealth Management LLC 0.92% Add +4.3% 12,075 $3.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.10% Reduce -0.6% 12,037 $3.5M
Arkadios Wealth Advisors 0.19% Reduce -13.2% 12,024 $3.5M
HBW Advisory Services LLC 0.36% Reduce -0.7% 11,993 $3.5M
CoreCap Advisors, LLC 0.16% Add +3.8% 11,969 $3.5M
Nikulski Financial, Inc. 1.02% Reduce -2.9% 11,951 $3.5M
Pathway Financial Advisers, LLC 1.16% Add +0.5% 11,951 $3.5M
Adirondack Trust Co. 1.31% Reduce -1.6% 11,866 $3.4M
Ausdal Financial Partners, Inc. 0.30% Add +34.9% 11,862 $3.4M
Diversify Wealth Management, LLC 0.27% Add +80.9% 12,145 $3.4M
Frank, Rimerman Advisors LLC 0.25% Add +6.3% 11,824 $3.4M
Courier Capital LLC 0.24% Reduce -0.9% 11,821 $3.4M
Means Investment Co., Inc. 0.36% Reduce -2.7% 11,809 $3.4M
Hall Capital Management Co. Inc. 1.60% — 11,806 $3.4M
Kentucky Retirement Systems Insurance Trust Fund 0.59% Add +65.9% 35,237 $3.4M
Spire Wealth Management 0.11% Reduce -38.0% 11,789 $3.4M
Valicenti Advisory Services Inc. 0.85% Add +0.7% 11,756 $3.4M
Mattson Financial Services, LLC 1.08% Add +4.6% 11,168 $3.4M
Community Trust & Investment Co. 0.21% Add +3.8% 11,672 $3.4M
Tower View Wealth Management LLC 1.79% Add +1.6% 11,651 $3.4M
Baxter Bros Inc. 0.44% Reduce -18.5% 11,609 $3.4M
Nations Financial Group Inc, /Ia/ 0.25% Add +0.1% 11,601 $3.4M
Resonant Capital Advisors, LLC 0.25% Reduce -1.2% 11,589 $3.4M
Ascent Wealth Partners, LLC 0.45% Add +51.5% 11,554 $3.3M
Williams Jones Wealth Management, LLC. 0.04% Add +1.3% 11,546 $3.3M
Talon Private Wealth, LLC 0.70% Add +18.1% 11,525 $3.3M
Cincinnati Specialty Underwriters Insurance CO 0.92% No change 11,500 $3.3M
Iowa State Bank 0.69% Reduce -3.7% 11,500 $3.3M
Arrow Financial Corp 0.32% Reduce -0.4% 11,480 $3.3M
Borer Denton & Associates, Inc. 1.16% Add +5.5% 11,479 $3.3M
Trustmark Bank Trust Department 0.25% Reduce -5.8% 11,433 $3.3M
Legacy Private Trust Co. 0.22% Reduce -3.8% 11,432 $3.3M
World Equity Group, Inc. 0.71% Add +92.6% 11,422 $3.3M
Peoples Bank 2.29% Reduce -0.5% 11,401 $3.3M
Concourse Financial Group Securities, Inc. 0.19% Reduce -1.5% 11,727 $3.3M
Jackson Hole Capital Partners, LLC 0.67% Add +3.4% 11,358 $3.3M
FRG Family Wealth Advisors LLC 0.60% No change 11,352 $3.3M
Auxier Asset Management LLC 0.51% Reduce -2.6% 11,329 $3.3M
Evelyn Partners Investment Management (Europe) Ltd 1.19% — 11,328 $3.3M
Farther Finance Advisors, LLC 0.12% Reduce -33.4% 11,307 $3.3M
Sheaff Brock Investment Advisors, LLC 0.28% Reduce -2.5% 11,278 $3.3M
First National Bank & Trust Co. of Newtown 0.68% Reduce -9.9% 11,234 $3.3M
Journey Advisory Group, LLC 0.39% No change 12,766 $3.3M
Independent Financial Group, LLC 0.11% Add +1.2% 11,207 $3.2M
Ransom Advisory, Ltd 1.49% Reduce -0.9% 11,204 $3.2M
Citadel Investment Advisory, Inc. 1.69% Add +1.9% 11,199 $3.2M
First Hawaiian Bank 0.11% Add +1.7% 11,191 $3.2M
Lineweaver Wealth Advisors, LLC 0.60% Add +16.5% 11,179 $3.2M
Romano Brothers and Company 0.41% Reduce -0.9% 11,137 $3.2M
Founders Capital Management 2.04% Reduce -1.8% 11,128 $3.2M
DCM Advisors, LLC 1.51% Add +0.5% 11,126 $3.2M
Bank of Nova Scotia Trust Co. 0.34% Reduce -1.2% 11,125 $3.2M
Silver Lake Advisory, LLC 1.42% Add +0.4% 11,118 $3.2M
Cary Street Partners Financial LLC 0.10% — 11,099 $3.2M
Principal Securities, Inc. 0.07% Add +9.5% 11,099 $3.2M
Central Bank & Trust Co. 0.49% Reduce -0.6% 11,070 $3.2M
Savvy Advisors, Inc. 0.39% Add +245.4% 11,060 $3.2M
J. W. Coons Advisors, LLC 0.82% Reduce -0.7% 11,045 $3.2M
Chesapeake Wealth Management 1.10% Reduce -1.9% 11,043 $3.2M
Collaborative Wealth Managment Inc. 1.44% Reduce -4.0% 10,972 $3.2M
Provident Investment Management, Inc. 0.30% Reduce -2.5% 10,968 $3.2M
Raab & Moskowitz Asset Management LLC 0.78% Reduce -0.1% 10,957 $3.2M
Dividend Assets Capital, LLC 0.62% Reduce -2.2% 10,935 $3.2M
Cordgrass Capital Advisors, LLC 0.92% Reduce -1.4% 10,923 $3.2M
CPA Asset Management Group, LLC 1.47% No change 10,916 $3.2M
Ironwood Investment Counsel, LLC 0.54% Reduce -1.9% 10,912 $3.2M
Lester Murray Antman dba SimplyRich 0.90% Add +0.4% 10,900 $3.2M
Catherine Avery Investment Management LLC 2.78% — 10,867 $3.2M
Canada Post Corp Registered Pension Plan 0.19% — 10,838 $3.1M
MOKAN Wealth Management Inc. 1.99% — 10,785 $3.1M
Kiley Juergens Wealth Management, LLC 0.78% Add +0.1% 10,758 $3.1M
CHICAGO TRUST Co NA 0.58% Reduce -3.4% 10,754 $3.1M
Exchange Capital Management, Inc. 0.50% Add +1.4% 10,753 $3.1M
Heritage Wealth Management, Inc. 1.03% Reduce -0.1% 10,725 $3.1M
Penobscot Investment Management Company, Inc. 0.28% Reduce -5.6% 10,711 $3.1M
CGN Advisors LLC 0.30% Reduce -6.4% 10,685 $3.1M
O'Brien Wealth Partners LLC 0.56% Add +0.0% 10,637 $3.1M
GLOBALT Investments LLC / GA 0.12% Reduce -1.8% 10,630 $3.1M
Kavar Capital Partners Group, LLC 0.52% Reduce -1.2% 10,624 $3.1M
Mufg Securities Americas Inc. 0.40% — 10,578 $3.1M
Bell & Brown Wealth Advisors, LLC 1.14% Add +3.1% 10,548 $3.1M
RFG Advisory, LLC 0.09% Reduce -0.9% 10,546 $3.1M
Fairvoy Private Wealth, LLC 0.81% — 10,509 $3.0M
Range Financial Group LLC 1.40% Add +299.4% 10,473 $3.0M
Robertson Stephens Wealth Management, LLC 0.11% Add +0.8% 10,464 $3.0M
Denali Advisors LLC 0.32% Reduce -7.4% 10,460 $3.0M
Pitcairn Co. 0.18% Reduce -1.4% 10,407 $3.0M
Arax Advisory Partners 0.19% Add +40.8% 10,400 $3.0M
V-Square Quantitative Management LLC 0.43% Add +5.6% 10,345 $3.0M
Boston Financial Mangement LLC 0.09% Add +0.5% 10,326 $3.0M
Salomon & Ludwin, LLC 0.32% Reduce -1.1% 10,317 $3.0M
SG Americas Securities, LLC 0.01% Reduce -95.2% 10,300 $3.0M
Easterly Investment Partners LLC 0.23% New 10,297 $3.0M
Souders Financial Advisors 0.42% Reduce -27.3% 10,294 $3.0M
Tritonpoint Wealth, LLC 0.27% Reduce -0.6% 10,283 $3.0M
Texas Bank & Trust Co 1.22% — 10,250 $3.0M
Cohen Investment Advisors LLC 1.79% Add +1.9% 10,240 $3.0M
First United Bank & Trust 1.08% Reduce -1.4% 10,222 $3.0M
Sunbelt Securities, Inc. 0.26% Add +7.3% 10,227 $3.0M
Dillon & Associates Inc. 0.41% Reduce -0.1% 10,184 $3.0M
Shoker Investment Counsel, Inc. 1.00% Reduce -0.1% 10,181 $3.0M
Stonebrook Private Inc. 0.77% Reduce -4.2% 10,169 $2.9M
Aviance Capital Partners, LLC 0.41% Reduce -13.7% 10,158 $2.9M
Modern Wealth Management, LLC 0.11% Add +20.1% 10,136 $2.9M
Wealth Group, Ltd. 1.90% Add +0.6% 10,134 $2.9M
Confluence Wealth Services, Inc. 0.19% Reduce -1.8% 10,319 $2.9M
Callan Family Office, LLC 0.19% Add +1318.8% 10,102 $2.9M
Burling Wealth Partners, LLC 0.60% — 10,083 $2.9M
Marshall Financial Group, LLC 0.71% Add +1.0% 10,064 $2.9M
Magellan Asset Management Ltd 0.03% Reduce -15.3% 10,051 $2.9M
New England Asset Management Inc. 0.52% Reduce -11.5% 10,032 $2.9M
SJS Investment Consulting Inc. 0.50% Reduce -1.5% 10,029 $2.9M
ICW Investment Advisors LLC 1.21% Add +0.8% 10,027 $2.9M
Kentucky Farm Bureau Mutual Insurance Co 0.65% No change 10,000 $2.9M
Select Asset Management & Trust 1.12% Reduce -48.7% 9,996 $2.9M
Agp Franklin, LLC 1.76% — 9,966 $2.9M
Plante Moran Financial Advisors, LLC 0.24% Add +14.7% 9,966 $2.9M
West Branch Capital LLC 0.92% Add +13.2% 9,958 $2.9M
Hunter Associates Investment Management LLC 0.44% Add +0.0% 9,964 $2.9M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -29.8% 9,948 $2.9M
Sapient Capital LLC 0.06% Reduce -0.3% 9,947 $2.9M
CreativeOne Wealth, LLC 0.09% Reduce -4.1% 9,944 $2.9M
Wambolt & Associates, LLC 0.92% Reduce -13.2% 9,932 $2.9M
Plancorp, LLC 0.12% Add +5.3% 9,918 $2.9M
Widmann Financial Services, Inc. 2.22% Add +1.8% 9,905 $2.9M
Forum Financial Management, LP 0.05% Add +3.7% 9,894 $2.9M
Checchi Capital Advisers, LLC 0.21% Add +1.5% 9,886 $2.9M
Mitchell & Pahl Private Wealth, LLC 1.34% Add +4.8% 9,878 $2.9M
Country Club Bank 0.19% Reduce -0.7% 9,877 $2.9M
Citizens National Bank Trust Department 0.60% No change 9,867 $2.9M
Fulton Bank, N.A. 0.11% Reduce -2.7% 9,849 $2.9M
RKL Wealth Management LLC 0.25% Reduce -2.6% 9,841 $2.9M
Smartleaf Asset Management LLC 0.29% Add +12.3% 9,835 $2.8M
Marino, Stram & Associates LLC 0.63% Reduce -0.8% 9,818 $2.8M
Formidable Asset Management, LLC 0.47% Add +1.1% 9,816 $2.8M
Exchange Traded Concepts, LLC 0.06% Add +289.5% 9,788 $2.8M
Hennion & Walsh Asset Management, Inc. 0.13% Reduce -0.5% 9,771 $2.8M
Sumitomo Life Insurance Co. 0.05% Reduce -11.6% 9,766 $2.8M
Front Street Capital Management, Inc. 0.49% Add +0.3% 9,745 $2.8M
Quadrant Capital Group LLC 0.19% Reduce -1.1% 9,744 $2.8M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -30.6% 9,731 $2.8M
44 Wealth Management LLC 1.08% Reduce -2.8% 9,729 $2.8M
Weaver Capital Management LLC 0.79% Add +20.5% 9,707 $2.8M
Northcape Wealth Management, LLC 0.91% Add +0.0% 9,696 $2.8M
Affinity Capital Advisors, LLC 0.53% Reduce -0.1% 9,710 $2.8M
Lawson Kroeker Investment Management Inc. 0.53% Reduce -1.7% 9,672 $2.8M
Bangor Savings Bank 0.26% Add +0.2% 9,642 $2.8M
Kovack Advisors, Inc. 0.27% Add +36.5% 9,608 $2.8M
Signet Investment Advisory Group, Inc. 1.42% Add +3.0% 9,607 $2.8M
Diamant Asset Management, Inc. 1.78% Add +0.6% 9,604 $2.8M
Voleon Capital Management LP 0.21% — 9,590 $2.8M
RD Lewis Holdings, Inc. 3.05% — 9,421 $2.8M
Joel Isaacson & Co., LLC 0.12% Add +6.4% 9,562 $2.8M
Goodman Advisory Group, LLC 0.82% Add +0.4% 9,553 $2.8M
Finivi Inc. 2.21% Reduce -1.1% 9,534 $2.8M
Pinnacle Holdings, LLC 1.20% Reduce -6.7% 9,526 $2.8M
Citizens Business Bank 0.66% Reduce -14.8% 9,517 $2.8M
Cornerstone Wealth Management, LLC 0.19% Add +5.5% 9,510 $2.8M
Stratos Wealth Advisors, LLC 0.13% Reduce -3.3% 9,509 $2.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.08% Reduce -64.3% 9,392 $2.8M
Manchester Capital Management LLC 0.32% Add +0.6% 9,468 $2.7M
KMG Fiduciary Partners, LLC 0.23% Reduce -5.3% 9,459 $2.7M
Rehmann Capital Advisory Group 0.17% Add +11.0% 9,451 $2.7M
Palisade Capital Management, LP 0.08% No change 9,446 $2.7M
Naviter Wealth, LLC 0.33% Add +85.2% 9,410 $2.7M
Modus Advisors, LLC 0.85% Add +0.4% 9,396 $2.7M
Advisor OS, LLC 0.32% Add +3.6% 9,392 $2.7M
Impact Capital Partners LLC 0.96% — 9,324 $2.7M
Pinnacle Wealth Planning Services, Inc. 0.41% Reduce -14.2% 9,316 $2.7M
Coppell Advisory Solutions LLC 0.38% Reduce -21.7% 9,318 $2.7M
Patten & Patten Inc. 0.18% Add +4.6% 9,287 $2.7M
Brighton Jones LLC 0.08% Add +21.6% 9,286 $2.7M
Weil Company, Inc. 0.93% No change 9,281 $2.7M
Rahlfs Capital, LLC 2.67% — 9,280 $2.7M
Hohimer Wealth Management, LLC 0.51% Add +0.0% 9,268 $2.7M
Verus Capital Partners, LLC 0.26% Reduce -9.8% 9,267 $2.7M
Palumbo Wealth Management LLC 1.00% Add +14.7% 9,261 $2.7M
Simmons Bank 0.20% Reduce -4.2% 9,241 $2.7M
Schwarz Dygos Wheeler Investment Advisors LLC 0.66% Add +1.9% 9,213 $2.7M
HTLF Bank 0.30% Reduce -3.3% 9,202 $2.7M
Wealthcare Advisory Partners LLC 0.07% Reduce -5.5% 9,185 $2.7M
Csenge Advisory Group 0.14% Reduce -16.0% 9,132 $2.6M
Stillwater Wealth Management Group 2.37% — 9,124 $2.6M
Braun Stacey Associates Inc. 0.10% No change 9,100 $2.6M
Vista Investment Partners LLC 0.82% Reduce -5.2% 9,079 $2.6M
Capital City Trust Co. 0.66% Reduce -3.2% 9,067 $2.6M
Cozad Asset Management Inc. 0.24% Add +2.3% 9,056 $2.6M
Peddock Capital Advisors, LLC 0.63% Add +0.2% 9,053 $2.6M
Independent Solutions Wealth Management, LLC 0.57% Add +1.0% 9,031 $2.6M
Cohen Klingenstein LLC 0.09% Reduce -57.9% 9,000 $2.6M
Shepherd Financial Partners LLC 0.31% Add +0.6% 8,994 $2.6M
Hudson Edge Investment Partners Inc. 0.48% Reduce -2.5% 8,975 $2.6M
SevenBridge Financial Group, LLC 0.49% Add +12.3% 8,355 $2.6M
GAMMA Investing LLC 0.22% Add +7.7% 8,937 $2.6M
AMG National Trust Bank 0.07% Reduce -2.6% 8,934 $2.6M
Wealth Alliance Advisory Group, LLC 0.55% Reduce -0.1% 8,932 $2.6M
United Asset Strategies, Inc. 0.24% Add +0.9% 8,928 $2.6M
Asahi Life Asset Management Co., LTD. 1.58% Reduce -7.9% 8,916 $2.6M
Ascentis Independent Advisors 0.49% Reduce -4.9% 8,911 $2.6M
Harold Davidson & Associates Inc. 1.23% — 8,887 $2.6M
Finer Wealth Management, Inc. 1.48% Add +4.3% 8,884 $2.6M
Bray Capital Advisors 0.70% Reduce -18.3% 8,875 $2.6M
Integras Partners LLC 2.29% — 8,867 $2.6M
Independence Bank of Kentucky 0.40% Add +21.1% 8,865 $2.6M
Howland Capital Management LLC 0.11% Reduce -4.1% 8,837 $2.6M
Archford Capital Strategies, LLC 0.39% Add +0.5% 8,821 $2.6M
EverSource Wealth Advisors, LLC 0.14% Add +3.6% 8,821 $2.6M
J. Stern & Co. LLP 0.24% Add +16.1% 8,806 $2.6M
Wilkinson Global Asset Management LLC 0.16% No change 8,795 $2.5M
Mizuho Markets Americas LLC 0.05% Reduce -60.5% 8,786 $2.5M
Osprey Private Wealth LLC 1.78% Add +3.5% 8,785 $2.5M
Signal Advisors Wealth, LLC 0.29% Add +2.9% 8,784 $2.5M
Sentinel Trust Co. Lba 0.29% Add +2.6% 8,776 $2.5M
Symphony Financial, Ltd. Co. 0.40% Add +7.2% 9,007 $2.5M
Greenfield Savings Bank 1.21% Reduce -1.6% 8,718 $2.5M
American Trust 0.19% Add +12.2% 8,713 $2.5M
Kingswood Wealth Advisors, LLC 0.19% Reduce -20.1% 8,685 $2.5M
Mattern Wealth Management LLC 0.55% Reduce -10.3% 8,645 $2.5M
Butensky & Cohen Financial Security, Inc. 0.79% New 8,638 $2.5M
Foster Group, Inc. 0.10% Reduce -7.3% 8,636 $2.5M
S&co Inc. 0.17% No change 8,625 $2.5M
World Investment Advisors 0.07% Add +28.9% 8,605 $2.5M
BKM Wealth Management, LLC 1.02% Reduce -1.1% 8,584 $2.5M
Platform Technology Partners 0.75% Reduce -0.3% 8,582 $2.5M
Buckingham Capital Management, Inc. 0.29% Add +2.8% 8,581 $2.5M
Crews Bank & Trust 0.42% — 8,577 $2.5M
Graypoint LLC 0.15% Add +2.5% 8,562 $2.5M
Keystone Financial Planning, Inc. 0.77% No change 8,560 $2.5M
Fiduciary Group, LLC 0.25% Reduce -0.7% 8,554 $2.5M
Ceeto Capital Group, LLC 0.91% No change 8,542 $2.5M
Louisbourg Investments Inc. 0.65% Reduce -16.9% 10,177 $2.5M
TrinityPoint Wealth, LLC 0.35% Reduce -0.1% 8,531 $2.5M
Concord Wealth Partners 0.40% Add +0.9% 8,525 $2.5M
Columbia Bank 0.85% Add +21.8% 8,776 $2.5M
PFW Advisors LLC 0.76% — 8,524 $2.5M
Kennon-Green & Company, LLC 2.13% Add +0.4% 8,514 $2.5M
Raiffeisen Bank International AG 0.04% — 8,504 $2.5M
Smith Salley Wealth Management 0.16% Reduce -2.8% 8,485 $2.5M
Ables, Iannone, Moore & Associates, Inc. 1.52% Reduce -1.1% 8,476 $2.5M
CFS Investment Advisory Services, LLC 0.22% Add +1.9% 8,471 $2.5M
Cannell & Spears LLC 0.05% Reduce -2.8% 8,472 $2.5M
Griffin Asset Management, Inc. 0.29% Reduce -4.7% 8,470 $2.5M
Mirabaud & Cie SA 0.79% Reduce -68.1% 8,456 $2.5M
Old Second National Bank of Aurora 0.56% Add +5.0% 8,451 $2.4M
Diversified Trust Co. 0.06% Add +4.4% 8,433 $2.4M
Trust Asset Management LLC 0.19% No change 8,418 $2.4M
Stokes Family Office, LLC 0.26% Add +41.6% 8,396 $2.4M
Cetera Trust Company, N.A 1.57% Add +0.8% 8,359 $2.4M
Jmac Enterprises LLC 0.38% Add +0.1% 8,351 $2.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.36% Add +1.2% 8,325 $2.4M
Nicolet Bankshares Inc. 0.47% Add +0.9% 8,234 $2.4M
Cypress Capital, LLC 0.68% Reduce -0.8% 8,215 $2.4M
Papamarkou Wellner Asset Management inc. 1.64% — 8,205 $2.4M
L. Roy Papp & Associates, LLP 0.28% Reduce -0.8% 8,204 $2.4M
Huntleigh Advisors, Inc. 0.51% — 8,202 $2.4M
Shell Asset Management Co. 0.10% Reduce -2.7% 8,190 $2.4M
Intrust Bank NA 0.24% Add +4.4% 8,178 $2.4M
Banco de Sabadell, S.A 1.86% Add +19.3% 8,173 $2.4M
Centerstone Investors, LLC 2.22% Reduce -1.0% 8,169 $2.4M
Brandywine Oak Private Wealth LLC 0.23% Reduce -1.3% 8,160 $2.4M
Grey Ledge Advisors, LLC 0.61% Add +0.4% 8,104 $2.3M
Procyon Advisors, LLC 0.15% Add +0.3% 8,099 $2.3M
Tealwood Asset Management Inc. 0.97% Add +1.4% 8,083 $2.3M
Koshinski Asset Management, Inc. 0.20% Reduce -1.1% 8,061 $2.3M
Key Financial Inc 0.53% No change 8,029 $2.3M
Hixon Zuercher, LLC 0.90% Reduce -1.4% 8,027 $2.3M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -1.0% 8,020 $2.3M
Vise Technologies, Inc. 0.19% Add +88.4% 8,004 $2.3M
Gryphon Financial Partners LLC 0.33% Add +5.2% 7,975 $2.3M
Main Street Financial Solutions, LLC 0.23% Reduce -3.6% 7,955 $2.3M
U S Wealth Group, Llc. 1.74% — 7,953 $2.3M
Shelton Capital Management 0.06% Reduce -0.9% 7,952 $2.3M
F/m Investments LLC 0.08% Add +39.5% 7,928 $2.3M
Financial Advocates Investment Management 0.13% Add +1.2% 7,891 $2.3M
Forbes J M & Co. LLP 0.22% Reduce -0.3% 7,879 $2.3M
Concord Asset Management, LLC 0.50% Reduce -7.2% 7,876 $2.3M
Quilter Plc 0.04% Reduce -47.0% 7,820 $2.3M
Bowen Hanes & Co. Inc. 0.06% Reduce -0.1% 7,818 $2.3M
United Community Bank 0.88% Add +4.3% 7,801 $2.3M
Royal Capital Wealth Management, LLC 1.58% Reduce -1.5% 7,791 $2.3M
E Fund Management Co., Ltd. 0.11% Add +61.6% 7,787 $2.3M
Etesian Wealth Advisors, Inc. 1.00% Reduce -1.1% 7,786 $2.3M
LVW Advisors, LLC 0.28% Reduce -1.3% 7,776 $2.3M
Cullen Capital Management, LLC 0.03% Reduce -3.9% 7,775 $2.3M
Capital Investment Advisory Services, LLC 0.22% Add +0.4% 7,773 $2.3M
International Assets Investment Management, LLC 0.19% Reduce -74.8% 7,696 $2.3M
Arvest Bank Trust Division 0.14% Reduce -2.9% 7,758 $2.2M
ARS Wealth Advisors Group, LLC 0.31% Add +19.6% 7,740 $2.2M
CWS Financial Advisors, LLC 0.73% Add +0.0% 7,733 $2.2M
JGP Wealth Management, LLC 0.29% Add +2.0% 7,688 $2.2M
Gen-Wealth Partners Inc 0.96% Add +1.6% 7,683 $2.2M
IFC Advisors LLC 0.48% — 7,672 $2.2M
Delta Asset Management LLC 0.20% Reduce -1.0% 7,672 $2.2M
Albert D Mason Inc. 1.48% Add +30.5% 7,640 $2.2M
Ameritas Advisory Services, LLC 0.08% Reduce -3.4% 7,606 $2.2M
Nadler Financial Group, Inc. 0.23% Reduce -0.6% 7,582 $2.2M
Wimmer Associates 1, LLC 1.08% Add +0.5% 7,571 $2.2M
Vestmark Advisory Solutions, Inc. 0.08% Add +19.6% 7,570 $2.2M
Insigneo Advisory Services, LLC 0.23% Reduce -22.8% 7,559 $2.2M
CoreFirst Bank & Trust 1.30% No change 7,554 $2.2M
Ramsay, Stattman, Vela & Price, Inc. 0.41% Add +1.2% 7,552 $2.2M
Lindenwold Advisors, INC 1.17% Reduce -1.7% 7,551 $2.2M
Fiduciary Alliance LLC 0.22% Add +72.4% 7,549 $2.2M
Perbak Capital Partners LLP 1.17% Add +15.0% 7,531 $2.2M
Achmea Investment Management B.V. 0.04% Add +32.3% 7,529 $2.2M
Cypress Asset Management Inc. 0.54% Reduce -1.6% 7,425 $2.2M
Nicolet Advisory Services, LLC 0.20% Add +8.5% 7,724 $2.2M
Secure Asset Management, LLC 0.33% Add +3.1% 7,520 $2.2M
DiNuzzo Private Wealth, Inc. 0.28% Add +0.2% 7,501 $2.2M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.06% New 7,500 $2.2M
Northeast Financial Consultants Inc 0.09% Add +0.5% 7,486 $2.2M
Matrix Trust Co 0.38% Add +25.2% 7,485 $2.2M
Enterprise Bank & Trust Co 0.71% Add +2.8% 7,480 $2.2M
Eads & Heald Wealth Management 1.06% Reduce -0.5% 7,466 $2.2M
Integrated Investment Consultants, LLC 0.45% Reduce -56.1% 7,450 $2.2M
Evoke Wealth, LLC 0.06% Add +31.2% 7,450 $2.2M
Los Angeles Capital Management LLC 0.01% Reduce -42.6% 7,433 $2.2M
LRI Investments, LLC 0.20% Reduce -0.2% 7,400 $2.1M
Fortis Capital Advisors, LLC 0.73% Reduce -0.0% 7,405 $2.1M
Meridian Wealth Management, LLC 0.10% Reduce -1.6% 7,362 $2.1M
Cigna Investments Inc. 0.37% Reduce -1.0% 7,338 $2.1M
JB Capital LLC 0.12% Reduce -0.8% 7,338 $2.1M
Essex Bank 0.53% Add +0.7% 7,330 $2.1M
Arthur M. Cohen & Associates, LLC 0.38% Add +3.9% 7,320 $2.1M
JFS Wealth Advisors, LLC 0.14% Reduce -0.6% 7,320 $2.1M
Pekin Hardy Strauss, Inc. 0.27% No change 7,301 $2.1M
Point Windward Advisors Inc. 0.79% Reduce -3.8% 7,296 $2.1M
Atlas Private Wealth Advisors 0.30% Add +0.3% 7,299 $2.1M
Lake Street Private Wealth, LLC 0.34% Reduce -10.8% 7,282 $2.1M
Davis-Rea LTD. 1.07% Reduce -1.6% 7,265 $2.1M
Cascades Capital Asset Management, LLC 1.15% Reduce -0.3% 7,257 $2.1M
Asset Advisors Investment Management, LLC 0.22% Reduce -1.7% 7,248 $2.1M
Highland Capital Management, LLC 0.12% Add +657.0% 7,245 $2.1M
Fidelis Capital Partners, LLC 0.21% Add +5.4% 7,241 $2.1M
Jackson, Grant Investment Advisers, Inc. 0.81% Reduce -1.4% 7,218 $2.1M
Regatta Capital Group, LLC 0.41% Reduce -25.6% 7,214 $2.1M
Westpac Banking Corp. 0.14% Reduce -2.3% 7,204 $2.1M
CNB Bank 0.97% Add +0.1% 7,196 $2.1M
Optimist Retirement Group LLC 0.99% Reduce -0.8% 7,186 $2.1M
Beacon Financial Advisory LLC 0.68% Reduce -0.1% 7,171 $2.1M
Strong Tower Advisory Services 0.54% Add +4.6% 7,133 $2.1M
Tradition Wealth Management, LLC 0.18% Reduce -4.3% 7,120 $2.1M
Qtron Investments LLC 0.29% Reduce -3.8% 7,117 $2.1M
Rheos Capital Works Inc. 0.11% New 7,100 $2.1M
Wealthspan Partners, LLC 0.98% Reduce -9.3% 7,090 $2.1M
Schechter Investment Advisors, LLC 0.16% Reduce -1.8% 7,068 $2.0M
United Bank 0.86% Add +9.6% 7,064 $2.0M
Investors Asset Management of Georgia Inc. /Ga/ 1.00% Add +0.0% 7,043 $2.0M
Signet Financial Management, LLC 0.26% Reduce -1.0% 7,019 $2.0M
GPS Wealth Strategies Group, LLC 0.26% Reduce -27.8% 7,015 $2.0M
Evernest Financial Advisors, LLC 0.53% Reduce -0.9% 7,005 $2.0M
BBR Partners, LLC 0.14% Add +40.4% 7,000 $2.0M
Ar Asset Management Inc. 0.46% No change 7,000 $2.0M
Stolper Co 0.67% Add +1.1% 6,988 $2.0M
BOK Financial Private Wealth, Inc. 0.15% Reduce -18.2% 6,984 $2.0M
Pavion Blue Capital, LLC 0.95% No change 6,958 $2.0M
Fishman Jay A Ltd. 0.19% Add +0.6% 6,953 $2.0M
Arbor Trust Wealth Advisors, LLC 0.94% Reduce -0.6% 6,940 $2.0M
Field & Main Bank 0.71% Reduce -5.0% 6,940 $2.0M
VeraBank, N.A. 0.56% Reduce -0.4% 6,894 $2.0M
Avidian Wealth Enterprises, LLC 0.09% Add +1.3% 6,892 $2.0M
BigSur Wealth Management LLC 0.57% No change 6,822 $2.0M
Wealth Alliance, LLC 0.24% Add +1.7% 6,818 $2.0M
Outfitters Financial LLC 1.58% Reduce -8.2% 6,814 $2.0M
EPG Wealth Management LLC 0.52% Reduce -4.8% 6,814 $2.0M
OV Management LLC 0.92% Add +8.5% 6,811 $2.0M
XML Financial, LLC 0.18% Add +0.8% 6,804 $2.0M
St. Johns Investment Management Company, LLC 0.92% Add +1.2% 6,795 $2.0M
Forefront Wealth Management Inc. 1.81% — 6,785 $2.0M
Empirical Asset Management, LLC 0.65% Add +41.5% 37,809 $2.0M
Carnegie Lake Advisors LLC 0.79% No change 6,749 $2.0M
Syon Capital LLC 0.18% Add +16.8% 6,745 $2.0M
Ahl Investment Management, Inc. 1.37% Add +0.4% 6,734 $2.0M
Ipswich Investment Management Co., Inc. 0.47% Reduce -0.4% 6,720 $1.9M
Act Two Investors LLC 0.38% No change 6,720 $1.9M
Lafayette Investments, Inc. 0.42% Add +7.4% 6,697 $1.9M
Brick & Kyle, Associates 0.83% New 6,695 $1.9M
Abbot Financial Management, Inc. 0.97% No change 6,693 $1.9M
Valley Brook Capital Group, Inc. 1.45% Reduce -0.8% 6,685 $1.9M
Diversify Advisory Services, LLC 0.11% Reduce -36.6% 6,858 $1.9M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.06% Add +38.3% 6,684 $1.9M
Hodges Capital Management Inc. 0.12% Reduce -18.9% 6,675 $1.9M
SkyOak Wealth, LLC 0.41% Reduce -0.1% 6,672 $1.9M
GWN Securities Inc. 0.52% — 6,769 $1.9M
Fernwood Investment Management, LLC 0.67% Reduce -3.5% 6,657 $1.9M
Pinnacle West Asset Management, Inc. 1.38% Add +0.8% 6,640 $1.9M
Weiss Asset Management LP 0.06% Reduce -88.0% 6,637 $1.9M
Monetary Management Group Inc. 0.50% No change 6,634 $1.9M
Webster Bank, N. A. 0.21% Reduce -3.1% 6,633 $1.9M
Northstar Group, Inc. 0.33% Add +0.4% 6,629 $1.9M
Stenger Family Office, LLC 0.65% — 6,625 $1.9M
Cim Investment Management Inc. 0.56% Add +0.2% 6,624 $1.9M
Norden Group LLC 0.22% Add +3.6% 6,622 $1.9M
RB Capital Management, LLC 0.47% Add +1.9% 6,616 $1.9M
Bank & Trust Co 1.61% No change 6,599 $1.9M
Obermeyer Wealth Partners 0.10% Reduce -5.9% 6,586 $1.9M
Cox Capital Mgt LLC 1.22% Reduce -2.4% 6,552 $1.9M
Dodge & Cox 0.00% No change 6,550 $1.9M
Capital Advisors Inc. 0.04% Reduce -0.2% 6,548 $1.9M
Capital Group Investment Management Pte. LTD. 0.36% No change 6,547 $1.9M
Iams Wealth Management, LLC 0.87% Add +2.5% 6,531 $1.9M
Embree Financial Group 0.32% Add +0.2% 6,512 $1.9M
Integral Investment Advisors, Inc. 0.61% Add +2.6% 6,512 $1.9M
TruWealth Advisors, LLC 0.11% Reduce -10.0% 6,507 $1.9M
Littlejohn Financial Services, Inc. 1.69% — 6,502 $1.9M
Fisher Funds Management LTD 0.05% — 6,511 $1.9M
Atlas Brown,Inc. 0.64% Add +0.0% 6,486 $1.9M
Curi Capital, LLC 0.04% Reduce -20.6% 6,486 $1.9M
Aljian Capital Management, LLC 0.41% Add +0.7% 6,483 $1.9M
Hennessy Advisors Inc. 0.06% New 6,450 $1.9M
NRI Wealth Management LC 1.29% — 6,445 $1.9M
Cobblestone Capital Advisors LLC 0.10% Reduce -22.1% 6,411 $1.9M
TCTC Holdings, LLC 0.07% Add +0.4% 6,402 $1.9M
Paradigm Asset Management Co. LLC 0.51% Add +8.5% 6,393 $1.9M
Nicholson Wealth Management Group, LLC 1.24% Add +65.1% 6,391 $1.9M
Evelyn Partners Asset Management Ltd 0.50% — 6,364 $1.8M
Global Financial Private Client, LLC 0.69% Add +0.4% 6,343 $1.8M
Powers Advisory Group, LLC 0.92% Reduce -1.2% 6,324 $1.8M
Calamos Wealth Management LLC 0.09% Reduce -2.7% 6,320 $1.8M
Simplex Trading, LLC 0.05% New 6,320 $1.8M
Zullo Investment Group, Inc. 0.74% Reduce -4.4% 6,316 $1.8M
GTS Securities LLC 0.09% Add +4.4% 6,306 $1.8M
Birinyi Associates Inc. 0.50% Reduce -14.6% 6,300 $1.8M
Iat Reinsurance Co. LTD. 0.42% No change 6,250 $1.8M
Foster & Motley Inc. 0.12% Reduce -0.1% 6,248 $1.8M
Oxler Private Wealth LLC 0.59% Add +0.6% 6,241 $1.8M
Westhampton Capital, LLC 0.92% Reduce -3.1% 6,238 $1.8M
Y.D. More Investments Ltd 0.16% Reduce -1.3% 6,237 $1.8M
Enterprise Financial Services Corp 1.00% Add +46.2% 6,207 $1.8M
Trustco Bank Corp. N Y 1.94% Reduce -1.2% 6,207 $1.8M
Morningstar Investment Management LLC 0.14% Add +0.3% 6,201 $1.8M
Traynor Capital Management, Inc. 0.14% Reduce -5.4% 6,194 $1.8M
Maven Securities LTD 0.29% Reduce -47.9% 6,186 $1.8M
Marcum Wealth, LLC 0.16% Add +0.1% 6,184 $1.8M
Boyar Asset Management Inc. 1.18% Add +0.1% 6,181 $1.8M
FWL Investment Management, LLC 0.65% Add +0.8% 6,173 $1.8M
Montgomery Investment Management Inc. 0.70% No change 6,158 $1.8M
LS Investment Advisors, LLC 0.26% No change 6,128 $1.8M
Summit X, LLC 0.39% Reduce -0.5% 6,101 $1.8M
Cerro Pacific Wealth Advisors LLC 0.59% Reduce -2.5% 5,807 $1.8M
Cape Ann Savings Bank 1.04% Reduce -2.9% 6,098 $1.8M
Relyea Zuckerberg Hanson LLC 0.24% Add +9.1% 6,088 $1.8M
McHugh Group, LLC 1.34% — 6,087 $1.8M
TigerOak Management, L.L.C. 0.64% — 6,079 $1.8M
Blackhawk Capital Partners, LLC 0.91% Reduce -47.3% 6,078 $1.8M
Investment Partners, LTD. 0.73% Add +15.0% 6,078 $1.8M
Promethium Advisors,llc 1.21% Add +3.7% 6,076 $1.8M
Hubbell Strickland Wealth Management, LLC 0.83% No change 6,068 $1.8M
SOL Capital Management CO 0.20% Reduce -24.8% 6,061 $1.8M
Founders Financial Alliance, LLC 0.48% Add +21.6% 6,051 $1.8M
Navellier & Associates Inc. 0.21% Add +17.4% 6,050 $1.8M
PFC Capital Group, Inc. 0.85% Reduce -1.6% 6,050 $1.8M
RMR Capital Management, LLC 1.30% No change 6,039 $1.8M
Analyst IMS Investment Management Services Ltd. 0.06% Add +137.9% 6,031 $1.7M
Windsor Capital Management, LLC 0.52% Reduce -0.0% 6,010 $1.7M
Mogy Joel R Investment Counsel Inc. 0.10% Reduce -1.4% 5,993 $1.7M
Accretive Wealth Partners, LLC 0.74% Reduce -0.6% 5,992 $1.7M
Carl P. Sherr & Co., LLC 0.91% Reduce -0.9% 5,987 $1.7M
Southeast Asset Advisors, LLC 0.21% Reduce -1.4% 5,981 $1.7M
Wedmont Private Capital 0.09% Add +9.1% 6,125 $1.7M
Schulhoff & Co. Inc. 0.63% No change 5,948 $1.7M
Blue Capital, Inc. 1.22% — 5,946 $1.7M
InTrack Investment Management Inc 1.20% Add +63.3% 6,109 $1.7M
Capital Investment Counsel, Inc 0.26% Add +1.7% 5,924 $1.7M
Journey Strategic Wealth LLC 0.06% Add +29.0% 5,922 $1.7M
Cornell Pochily Investment Advisors, Inc. 0.60% Add +0.1% 5,904 $1.7M
Redmond Asset Management, LLC 0.43% Add +428.2% 5,900 $1.7M
Pinnacle Bancorp, Inc. 0.56% Reduce -0.3% 5,898 $1.7M
Nvwm, LLC 0.43% Reduce -1.1% 5,895 $1.7M
Iron Gate Global Advisors LLC 0.24% Reduce -14.0% 5,893 $1.7M
Clarius Group, LLC 0.12% Reduce -1.9% 5,887 $1.7M
TFG Advisers LLC 0.61% Add +1.0% 5,873 $1.7M
Venturi Wealth Management, LLC 0.08% Add +7.0% 5,868 $1.7M
Flavin Financial Services, Inc. 1.62% — 5,860 $1.7M
Bedell Frazier Investment Counselling, LLC 0.42% Reduce -0.3% 5,850 $1.7M
Apella Capital, LLC 0.07% Reduce -9.3% 5,843 $1.7M
Altman Advisors, Inc. 0.72% Add +3.1% 5,829 $1.7M
McDonald Partners LLC 0.43% Reduce -0.9% 5,818 $1.7M
Birch Hill Investment Advisors LLC 0.08% Reduce -0.6% 5,815 $1.7M
Evermay Wealth Management LLC 0.26% Reduce -1.5% 5,808 $1.7M
Kercheville Advisors, LLC 0.65% Reduce -4.2% 5,798 $1.7M
Am Investment Strategies LLC 0.41% Reduce -6.1% 5,796 $1.7M
Landscape Capital Management, L.L.C. 0.18% Reduce -58.3% 5,795 $1.7M
China Universal Asset Management Co., Ltd. 0.16% Add +24.5% 5,790 $1.7M
Stratos Investment Management, LLC 0.10% Reduce -2.7% 5,766 $1.7M
Precedent Wealth Partners, LLC 0.54% Add +0.6% 5,750 $1.7M
Cornerstone Planning, LLC 0.64% — 5,747 $1.7M
AssuredPartners Investment Advisors, LLC 0.32% — 5,738 $1.7M
Vaughan David Investments LLC 0.04% Add +0.1% 5,718 $1.7M
Aries Wealth Management 0.46% Add +0.6% 5,710 $1.7M
Harbor Advisory Corp. 0.54% No change 5,706 $1.7M
Granite Investment Partners, LLC 0.07% Reduce -7.8% 5,701 $1.7M
Integrated Advisors Network LLC 0.08% Reduce -2.7% 5,698 $1.7M
Pettyjohn, Wood & White, Inc. 0.30% Add +0.9% 5,697 $1.7M
Heritage Financial Services, LLC 0.22% Add +6.0% 5,697 $1.7M
Accurate Wealth Management, LLC 0.32% Add +4.8% 5,844 $1.7M
Elevation Point Wealth Partners, LLC 0.13% Add +7.7% 5,693 $1.7M
Ames National Corp. 1.11% — 5,690 $1.6M
Freedom Day Solutions, LLC 0.49% Reduce -1.1% 5,686 $1.6M
Affiance Financial, LLC 0.39% Reduce -9.1% 5,678 $1.6M
Portside Wealth Group, LLC 0.27% Reduce -1.0% 5,678 $1.6M
Lindbrook Capital, LLC 0.15% Reduce -0.5% 5,673 $1.6M
Berkeley Capital Partners, LLC 0.46% Add +4.3% 5,667 $1.6M
Patton Albertson Miller Group, LLC 0.22% Reduce -0.5% 5,664 $1.6M
Bedel Financial Consulting, Inc. 0.23% Reduce -1.3% 5,681 $1.6M
Bank of New Hampshire 0.42% Reduce -23.0% 5,655 $1.6M
Certuity, LLC 0.18% Add +73.7% 5,651 $1.6M
Little House Capital LLC 0.47% Reduce -2.0% 5,640 $1.6M
Brown Financial Advisors 0.66% Reduce -2.2% 5,638 $1.6M
Foguth Wealth Management, LLC. 0.43% Reduce -16.0% 5,708 $1.6M
YANKCOM Partnership 0.87% — 5,616 $1.6M
Red Door Wealth Management, LLC 0.25% Add +71.9% 5,615 $1.6M
Baldwin Investment Management, LLC 0.21% Reduce -13.2% 5,615 $1.6M
RMR Wealth Builders 0.17% Add +10.5% 5,611 $1.6M
Waterfront Wealth Inc. 0.40% Add +1.9% 5,599 $1.6M
Sterling Investment Advisors, Ltd. 0.39% Reduce -0.7% 5,575 $1.6M
Lantz Financial LLC 0.43% Add +2.8% 5,574 $1.6M
Aaron Wealth Advisors LLC 0.19% Add +13.9% 5,571 $1.6M
Montecito Bank & Trust 0.28% Reduce -1.6% 5,543 $1.6M
Potomac Fund Management Inc. 0.09% — 5,543 $1.6M
Townsend Asset Management Corp. /NC/ 0.59% Reduce -1.5% 5,523 $1.6M
North Star Asset Management Inc. 0.07% Add +2.1% 5,522 $1.6M
Connecticut Wealth Management, LLC 0.08% Reduce -3.0% 5,512 $1.6M
Clarkston Capital Partners, LLC 0.03% Reduce -7.0% 5,504 $1.6M
IFG Advisory, LLC 0.09% Reduce -58.5% 5,503 $1.6M
Sound Income Strategies, LLC 0.10% Add +37.3% 5,498 $1.6M
Martin & Co. Inc. 0.39% Reduce -3.6% 5,494 $1.6M
Court Place Advisors, LLC 0.51% Reduce -1.1% 5,456 $1.6M
Baader Bank Aktiengesellschaft 0.15% Reduce -3.8% 5,455 $1.6M
Regent Peak Wealth Advisors LLC 0.35% Reduce -47.5% 5,443 $1.6M
Legacy Wealth Management, LLC / MS 0.62% No change 5,423 $1.6M
Flagship Harbor Advisors, LLC 0.08% Reduce -6.9% 5,414 $1.6M
Peloton Wealth Strategists 0.65% Reduce -6.9% 5,410 $1.6M
Tyler-Stone Wealth Management 0.28% Add +4.0% 5,408 $1.6M
Pettee Investors, Inc. 0.80% Add +0.7% 5,401 $1.6M
Compound Planning, Inc. 0.08% Add +20.0% 5,399 $1.6M
Corundum Group, Inc. 0.58% Add +51.8% 5,395 $1.6M
Simon Quick Advisors, LLC 0.09% Add +8.6% 5,388 $1.6M
HCR Wealth Advisors 0.20% Add +0.4% 5,387 $1.6M
Audent Global Asset Management, LLC 1.01% Add +323.6% 5,380 $1.6M
Colonial Trust Co / SC 0.23% Reduce -5.6% 5,364 $1.6M
Patron Partners, LLC 0.84% Add +2.2% 5,361 $1.6M
Magnus Financial Group LLC 0.15% Add +7.6% 5,353 $1.6M
Roanoke Asset Management Corp./ NY 0.50% No change 5,323 $1.5M
Headinvest, LLC 0.29% No change 5,293 $1.5M
GoalVest Advisory LLC 0.42% Add +1.3% 5,285 $1.5M
Mosaic Family Wealth Partners, LLC 0.22% Add +0.0% 5,278 $1.5M
Herold Advisors, Inc. 0.33% Add +5.2% 5,268 $1.5M
Smith, Moore & Co. 0.14% Reduce -0.0% 5,265 $1.5M
One Capital Management, LLC 0.05% Reduce -13.9% 5,257 $1.5M
Fourpath Capital Management, LLC 0.28% Add +0.4% 5,253 $1.5M
Family Legacy, Inc. 0.52% Add +1.1% 5,301 $1.5M
FIL Ltd 0.00% Reduce -89.9% 5,245 $1.5M
Great Lakes Retirement, Inc. 0.20% Add +1.9% 5,224 $1.5M
Greenwood Gearhart LLC 0.10% Reduce -1.7% 5,222 $1.5M
Smith Shellnut Wilson LLC 0.67% Reduce -0.1% 5,216 $1.5M
Mechanics Financial Corp 0.68% Reduce -1.0% 5,213 $1.5M
Trueblood Wealth Management, LLC 0.74% Reduce -18.7% 5,196 $1.5M
Visionary Wealth Advisors 0.09% Add +4.9% 5,193 $1.5M
Nwam LLC 0.09% Add +1.4% 5,187 $1.5M
Bennett Selby Investments LP 0.59% Add +0.7% 5,174 $1.5M
Center for Financial Planning, Inc. 0.20% Reduce -1.1% 5,164 $1.5M
Sierra Summit Advisors LLC 0.30% Add +153.9% 5,160 $1.5M
L.M. Kohn & Company 0.39% Reduce -2.3% 5,159 $1.5M
Portland Global Advisors LLC 0.19% Reduce -12.8% 5,158 $1.5M
Guardian Asset Advisors, LLC 0.96% Add +3.5% 5,150 $1.5M
Prostatis Group LLC 0.43% Add +2.1% 5,148 $1.5M
Premier Path Wealth Partners, LLC 0.23% Add +6.2% 5,142 $1.5M
Leisure Capital Management 0.58% Add +0.3% 5,142 $1.5M
Kenora Financial, LLC 0.59% Add +1.2% 5,138 $1.5M
Burke & Herbert Bank & Trust Co. 0.35% Reduce -0.3% 5,130 $1.5M
Mill Capital Management, LLC 0.12% No change 5,129 $1.5M
Arvest Investments, Inc. 0.24% Reduce -5.8% 5,112 $1.5M
New England Research & Management, Inc. 0.75% Reduce -5.9% 5,114 $1.5M
Wolff Financial Management LLC 0.41% No change 5,113 $1.5M
JNBA Financial Advisors 0.15% Reduce -3.8% 5,102 $1.5M
First Command Advisory Services, Inc. 0.01% Reduce -2.6% 5,085 $1.5M
LCNB Corp. 0.54% Add +0.4% 5,075 $1.5M
Delta Financial Advisors LLC 0.55% No change 5,068 $1.5M
Barlow Wealth Partners, LLC 0.19% Add +0.2% 5,199 $1.5M
Newman Dignan & Sheerar, Inc. 0.37% No change 5,043 $1.5M
Corps Capital Advisors, LLC 1.48% — 5,038 $1.5M
LM Advisors LLC 0.26% Add +149.0% 5,029 $1.5M
Donor Advised Charitable Giving, Inc. 0.03% New 5,025 $1.5M
Security Financial Services, INC. 0.30% Add +1.8% 5,010 $1.5M
NORTHSTAR ASSET MANAGEMENT Co 0.33% Add +0.9% 5,006 $1.5M
Pinion Investment Advisors, LLC 0.58% Add +0.5% 4,998 $1.4M
Retirement Planning Co of New England, Inc. 0.70% Add +0.1% 4,991 $1.4M
Mayflower Financial Advisors, LLC 0.22% Add +9.6% 4,989 $1.4M
Legacy Financial Advisors, Inc. 0.24% Add +10.4% 4,980 $1.4M
Curbstone Financial Management Corp 0.31% Add +1.8% 4,972 $1.4M
Citizens & Northern Corp. 0.39% Reduce -7.0% 4,966 $1.4M
Meritage Portfolio Management 0.09% Reduce -3.2% 4,957 $1.4M
Petix & Botte Co 0.38% No change 4,956 $1.4M
AlphaCore Capital LLC 0.31% Reduce -11.2% 4,939 $1.4M
Trust Point Inc. 0.10% Reduce -3.0% 4,927 $1.4M
Moneco Advisors, LLC 0.15% Add +8.2% 4,904 $1.4M
Howard Capital Management, LLC 0.02% Add +5.4% 4,903 $1.4M
Richards, Merrill & Peterson, Inc. 0.74% — 4,892 $1.4M
Fortress Private Ledger, LLC 0.86% — 4,878 $1.4M
West Family Investments, Inc. 0.49% Add +1.6% 4,876 $1.4M
Bank Hapoalim BM 0.24% Reduce -13.1% 4,871 $1.4M
Comprehensive Financial Consultants Institutional, Inc. 0.51% Reduce -1.3% 4,870 $1.4M
Oakworth Capital, Inc. 0.10% Add +4.8% 4,868 $1.4M
Operose Advisors LLC 0.48% Reduce -7.5% 4,854 $1.4M
Ironwood Financial, llc 0.29% No change 4,838 $1.4M
Allen Mooney & Barnes Investment Advisors LLC 0.24% Reduce -0.6% 4,824 $1.4M
MCF Advisors LLC 0.10% Add +0.1% 4,816 $1.4M
N.E.W. Advisory Services LLC 0.13% Add +0.1% 4,814 $1.4M
Glen Eagle Advisors, LLC 0.23% Add +1.5% 4,805 $1.4M
Beaton Management Co. Inc. 0.70% No change 4,801 $1.4M
GeoWealth Management, LLC 0.05% Reduce -9.1% 4,802 $1.4M
Whipplewood Advisors, LLC 0.79% — 4,797 $1.4M
WNY Asset Management, LLC 0.17% Reduce -8.6% 4,793 $1.4M
White Pine Capital LLC 0.47% Add +2.3% 4,792 $1.4M
DT Investment Partners, LLC 0.12% Add +3.9% 4,791 $1.4M
Sfmg, LLC 0.11% Reduce -1.7% 4,778 $1.4M
Inman Jager Wealth Management, LLC 1.08% — 4,776 $1.4M
Inceptionr LLC 0.31% Reduce -16.6% 4,775 $1.4M
Tradewinds, LLC. 0.38% Reduce -3.8% 4,466 $1.4M
Financial Freedom, LLC 0.73% Add +0.3% 4,759 $1.4M
Diligent Investors, LLC 0.32% Add +0.8% 4,746 $1.4M
Becker Capital Management Inc. 0.04% No change 4,743 $1.4M
West Paces Advisors Inc. 0.34% Reduce -0.8% 4,737 $1.4M
SkyView Investment Advisors, LLC 0.22% New 4,735 $1.4M
Violich Capital Management, Inc. 0.18% No change 4,735 $1.4M
Generation Capital Management LLC 1.17% — 4,728 $1.4M
Elevated Capital Advisors, LLC 0.37% Add +14.9% 4,728 $1.4M
Hancock Whitney Corp. 0.04% Reduce -1.3% 4,721 $1.4M
Finward Bancorp 1.19% — 4,720 $1.4M
Brooklyn Investment Group 0.41% Add +14.7% 4,710 $1.4M
SignalPoint Asset Management, LLC 0.33% Reduce -1.0% 4,702 $1.4M
Weatherly Asset Management L. P. 0.12% Reduce -1.6% 4,691 $1.4M
Mendel Money Management 0.61% Reduce -0.5% 4,685 $1.4M
Aventura Private Wealth, LLC 0.73% — 4,679 $1.4M
Mitchell McLeod Pugh & Williams Inc. 0.28% Add +1.1% 4,678 $1.4M
Advisory Research Inc. 0.22% Add +19.3% 4,668 $1.4M
Summit Global Investments 0.08% Reduce -58.6% 4,664 $1.4M
Barings LLC 0.03% Add +10.3% 4,645 $1.3M
First National Bank of Omaha 0.09% Add +17.8% 4,645 $1.3M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.70% Add +14.8% 4,640 $1.3M
Maverick Capital 0.02% Reduce -77.9% 4,639 $1.3M
Ledyard National Bank 0.13% Add +0.3% 4,632 $1.3M
Buttonwood Financial Advisors Inc. 0.59% Reduce -1.1% 4,627 $1.3M
Grant/GrossMendelsohn, LLC 0.70% Reduce -10.9% 4,626 $1.3M
Larson Financial Group LLC 0.07% Reduce -28.8% 4,601 $1.3M
My Legacy Advisors, LLC 0.51% Add +0.2% 4,680 $1.3M
Blueprint Investment Partners LLC 0.21% Add +124.8% 4,552 $1.3M
SeaCrest Wealth Management, LLC 0.14% Add +1.1% 4,546 $1.3M
WealthShield Partners, LLC 0.19% Reduce -14.7% 4,541 $1.3M
Aull & Monroe Investment Management Corp 0.67% Reduce -2.2% 4,537 $1.3M
Weik Capital Management 0.53% Reduce -0.2% 4,535 $1.3M
Union Savings Bank 0.65% Reduce -1.4% 4,535 $1.3M
Peachtree Investment Partners, LLC 0.49% Reduce -12.1% 4,524 $1.3M
Strategic Blueprint, LLC 0.08% Add +1.0% 4,521 $1.3M
Argentarii, LLC 0.66% — 4,519 $1.3M
Olistico Wealth, LLC 0.76% Add +0.0% 4,508 $1.3M
Successful Portfolios LLC 0.87% Reduce -0.6% 4,506 $1.3M
Meridian Wealth Advisors, LLC 0.22% Add +1.1% 4,502 $1.3M
Advanced Portfolio Management, LLC 1.49% New 4,520 $1.3M
Wrapmanager Inc. 0.33% Reduce -2.5% 4,500 $1.3M
Sage Mountain Advisors LLC 0.10% Add +16.2% 4,490 $1.3M
Mengis Capital Management, Inc. 0.27% Add +1.9% 4,480 $1.3M
Brown Capital Management LLC 0.03% Reduce -4.0% 4,480 $1.3M
Next Capital Management LLC 0.53% Add +4.1% 4,472 $1.3M
KPP Advisory Services LLC 0.31% Add +2.8% 4,468 $1.3M
HMS Capital Management, LLC 0.63% Reduce -0.8% 4,461 $1.3M
Avestar Capital, LLC 0.12% Add +13.5% 4,461 $1.3M
Doliver Advisors, LP 0.36% Add +4.2% 4,456 $1.3M
Capital Asset Advisory Services LLC 0.06% Add +6.1% 4,377 $1.3M
SPC Financial, Inc. 0.11% Reduce -1.4% 4,444 $1.3M
Centric Wealth Management 0.35% Reduce -19.7% 4,434 $1.3M
Kennebec Savings Bank 1.29% Reduce -1.1% 4,529 $1.3M
Clark Wealth Partners 0.99% — 4,419 $1.3M
Norway Savings Bank 0.71% Reduce -0.2% 4,417 $1.3M
Triton Financial Group Inc 0.80% Add +2.8% 4,416 $1.3M
PYA Waltman Capital, LLC 0.41% Add +2.1% 4,416 $1.3M
Everhart Financial Group, Inc. 0.26% Add +11.1% 4,406 $1.3M
Edge Capital Group, LLC 0.06% Add +25.6% 4,388 $1.3M
Fragasso Financial Advisors Inc 0.10% Reduce -0.5% 4,387 $1.3M
Probity Advisors, Inc. 0.24% Add +0.7% 4,383 $1.3M
Hartford Financial Management Inc. 0.26% No change 4,381 $1.3M
Portfolio Design Labs, LLC 0.26% Reduce -9.9% 4,378 $1.3M
Beacon Investment Advisory Services, Inc. 0.06% Reduce -23.0% 4,374 $1.3M
Wiser Advisor Group LLC 1.84% Add +2.2% 4,374 $1.3M
Founders Financial Securities LLC 0.11% Reduce -5.8% 4,360 $1.3M
First County Bank 0.71% Reduce -6.0% 4,357 $1.3M
Davidson Trust Co. 0.65% No change 4,350 $1.3M
Stansberry Asset Management, LLC 0.17% Reduce -0.4% 4,344 $1.3M
Klingenstein Fields & Co. LP 0.05% Reduce -1.2% 4,336 $1.3M
ZWJ Investment Counsel Inc. 0.05% Reduce -13.0% 4,335 $1.3M
Radnor Capital Management, LLC 0.21% Reduce -39.3% 4,334 $1.3M
Acima Private Wealth, LLC 0.42% No change 4,329 $1.3M
IVC Wealth Advisors LLC 0.70% Reduce -10.3% 4,329 $1.3M
Buckley Wealth Management, LLC 0.38% Reduce -0.7% 4,326 $1.3M
Godshalk Welsh Capital Management, Inc. 0.81% No change 4,325 $1.3M
Pines Wealth Management, LLC 0.54% — 4,434 $1.3M
Todd Asset Management LLC 0.03% No change 4,308 $1.2M
Gallagher Fiduciary Advisors, LLC 0.24% Add +13.1% 4,303 $1.2M
Stiles Financial Services Inc 0.45% Add +0.2% 4,299 $1.2M
Taylor Hoffman Capital Management LLC 0.45% No change 4,294 $1.2M
Harbor Investment Advisory, LLC 0.12% Reduce -3.6% 4,293 $1.2M
River Street Advisors LLC 0.64% Reduce -1.9% 4,288 $1.2M
Sterling Capital Management LLC 0.02% Reduce -17.3% 4,282 $1.2M
Suncoast Equity Management 0.14% Reduce -0.4% 4,278 $1.2M
First Nebraska Trust Co 0.12% Reduce -1.2% 4,273 $1.2M
Astoria Portfolio Advisors LLC. 0.44% Add +19.9% 4,366 $1.2M
Oregon Pacific Wealth Management, LLC 1.20% — 4,240 $1.2M
Klingman & Associates, LLC 0.08% Add +0.0% 4,227 $1.2M
Ethos Financial Group, LLC 0.16% Add +35.1% 4,220 $1.2M
Fortitude Family Office, LLC 0.44% Add +39.4% 4,214 $1.2M
Infrastructure Capital Advisors, LLC 0.21% Add +146.1% 4,203 $1.2M
GMO 0.00% Add +6.4% 4,201 $1.2M
Richwood Investment Advisors, LLC 1.02% Add +2.2% 4,200 $1.2M
Lakeside Advisors, INC. 0.80% No change 4,193 $1.2M
Members Trust Co 0.04% Reduce -0.7% 4,193 $1.2M
Washington Trust Advisors, Inc. 0.10% No change 4,188 $1.2M
Westwood Holdings Group Inc. 0.01% Reduce -98.5% 4,183 $1.2M
Athena Investment Management 0.70% Reduce -1.7% 4,180 $1.2M
Blue Fin Capital, Inc. 0.22% Reduce -4.3% 4,179 $1.2M
Castlekeep Investment Advisors LLC 0.85% Reduce -3.5% 4,176 $1.2M
New Age Alpha Advisors, LLC 0.05% Add +6396.9% 4,158 $1.2M
Chiron Capital Management, LLC 1.14% Reduce -8.9% 4,154 $1.2M
Arbor Capital Management Inc. 1.18% Add +1.2% 4,115 $1.2M
Advisory Alpha, LLC 0.04% Add +10.3% 4,147 $1.2M
Waters Parkerson & Co., LLC 0.06% Add +402.9% 4,144 $1.2M
Financial Management Network Inc. 0.25% Reduce -6.8% 4,057 $1.2M
Mosaic Financial Group, LLC 0.86% No change 4,116 $1.2M
Keynote Financial Services LLC 0.92% Reduce -1.6% 4,109 $1.2M
JT Stratford LLC 0.20% Reduce -10.0% 4,105 $1.2M
GC Wealth Management RIA, LLC 0.21% Add +0.3% 4,091 $1.2M
Rogco, LP 0.48% Reduce -6.3% 4,088 $1.2M
Continuum Advisory, LLC 0.15% Add +0.5% 4,088 $1.2M
Jentner Corp 0.34% Add +0.6% 4,071 $1.2M
Private Management Group Inc. 0.04% Reduce -14.4% 4,071 $1.2M
Farringdon Capital, Ltd. 0.49% — 4,064 $1.2M
Cottonwood Capital Advisors, LLC 0.84% Add +4.2% 4,055 $1.2M
Wbi Investments, LLC 0.29% New 4,048 $1.2M
Horizon Kinetics Asset Management LLC 0.01% No change 4,046 $1.2M
American State Bank (Iowa) 0.71% Add +0.6% 4,044 $1.2M
Strategic Wealth Investment Group, LLC 0.06% Add +58.7% 3,222 $1.2M
Indiana Trust & Investment Management Co 0.40% Reduce -4.2% 4,040 $1.2M
Wolff Wiese Magana LLC 0.78% Add +2.2% 4,039 $1.2M
Oak Thistle LLC 0.35% New 4,032 $1.2M
Goldstone Financial Group, LLC 0.18% Add +2.7% 4,024 $1.2M
Verity & Verity, LLC 0.11% New 4,021 $1.2M
Washington Trust Bank 0.11% Reduce -5.8% 4,021 $1.2M
Wealth Dimensions Group, Ltd. 0.29% Add +3.1% 4,020 $1.2M
Royal Harbor Partners, LLC 0.44% No change 3,996 $1.2M
Sachetta, LLC 0.46% Reduce -2.0% 3,988 $1.2M
Note Advisors, LLC 1.02% — 3,982 $1.2M
American Investment Services, Inc. 0.20% Add +4.7% 3,960 $1.1M
First Commonwealth Financial Corp 0.27% Reduce -3.7% 3,959 $1.1M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.67% Reduce -24.3% 3,955 $1.1M
Fairhaven Wealth Management, LLC 0.36% Reduce -8.8% 3,937 $1.1M
Bank Ozk 0.47% Reduce -7.3% 3,935 $1.1M
Aurora Private Wealth, Inc. 0.85% Reduce -1.7% 3,933 $1.1M
Guardian Wealth Advisors, LLC / NC 0.09% Add +9.3% 3,921 $1.1M
MV Capital Management, Inc. 0.12% Reduce -1.6% 3,921 $1.1M
McGlone Suttner Wealth Management, Inc. 0.19% Add +3.8% 3,912 $1.1M
Greenup Street Wealth Management LLC 0.23% Add +0.3% 3,909 $1.1M
PGGM Investments 0.02% Reduce -59.3% 3,907 $1.1M
Motiv8 Investments LLC 0.79% Add +21.4% 3,906 $1.1M
Accredited Investors Inc. 0.07% Add +1.1% 3,867 $1.1M
Leonteq Securities AG 0.11% Reduce -2.1% 3,859 $1.1M
MGB Wealth Management, LLC 0.35% Add +1.8% 3,843 $1.1M
Wealth Quarterback LLC 0.52% Add +0.9% 3,821 $1.1M
Goelzer Investment Management, Inc. 0.06% Add +2.8% 3,815 $1.1M
Axq Capital, LP 0.50% New 3,806 $1.1M
Grandfield & Dodd, LLC 0.07% No change 3,802 $1.1M
MKT Advisors LLC 0.48% Add +0.0% 3,920 $1.1M
Cardiff Park Advisors, LLC 0.10% Reduce -0.5% 3,798 $1.1M
Strategic Investment Solutions, Inc. 0.37% Reduce -0.7% 3,788 $1.1M
Meadow Creek Wealth Advisors LLC 0.79% Add +2.4% 3,794 $1.1M
Roxbury Financial LLC 1.06% — 3,711 $1.1M
Triangle Securities Wealth Management 0.28% Reduce -2.8% 3,783 $1.1M
Genesee Capital Advisors, LLC 0.51% Add +6.6% 3,783 $1.1M
Keel Point, LLC 0.09% Add +8.6% 3,782 $1.1M
Pure Financial Advisors, LLC 0.02% Add +15.3% 3,781 $1.1M
Parkside Financial Bank & Trust 0.15% Add +1.9% 3,778 $1.1M
TD Private Client Wealth LLC 0.03% Reduce -3.1% 3,777 $1.1M
First Foundation Advisors 0.04% Reduce -3.6% 3,760 $1.1M
Spirepoint Private Client, LLC 0.14% New 3,758 $1.1M
Optimum Investment Advisors 0.48% Reduce -1.3% 3,753 $1.1M
Heartwood Wealth Advisors LLC 0.12% Add +0.4% 3,752 $1.1M
PEAK6 LLC 0.04% — 3,751 $1.1M
AdvisorNet Financial, Inc 0.09% Reduce -5.6% 3,749 $1.1M
Flow Traders U.S. LLC 0.04% New 3,740 $1.1M
Eldridge Investment Advisors, Inc. 0.25% Reduce -0.7% 3,734 $1.1M
Leo Wealth, LLC 0.10% Add +50.0% 3,724 $1.1M
Aire Advisors, LLC 0.22% Add +4.0% 3,722 $1.1M
Morton Community Bank 0.28% New 3,715 $1.1M
Central Valley Advisors, LLC 0.49% Add +0.1% 3,710 $1.1M
Wealth Management Associates, Inc. 0.46% Add +2.0% 3,705 $1.1M
RiverFront Investment Group, LLC 0.02% Add +10.3% 3,702 $1.1M
DHJJ Financial Advisors, Ltd. 0.42% Add +5.6% 3,701 $1.1M
Enhancing Capital LLC 0.85% — 3,700 $1.1M
K2 Financial Inc. 1.06% — 3,767 $1.1M
KLCM Advisors, Inc. 0.12% Add +22.0% 3,684 $1.1M
Elevate Capital Advisors, LLC 0.94% — 3,681 $1.1M
PDS Planning, Inc 0.09% Add +0.3% 3,675 $1.1M
PKS Advisory Services, LLC 0.27% — 3,674 $1.1M
Hanson & Doremus Investment Management 0.17% Add +23.7% 3,674 $1.1M
Paragon Financial Partners, Inc. 0.80% Reduce -4.0% 3,665 $1.1M
Hendershot Investments Inc. 0.14% No change 3,663 $1.1M
Gilbert & Cook, Inc. 0.15% Reduce -0.3% 3,657 $1.1M
Compass Capital Management, Inc. 0.07% No change 3,656 $1.1M
Canopy Partners, LLC 0.40% Add +7.2% 3,653 $1.1M
Raleigh Capital Management Inc. 0.41% Add +5.2% 3,643 $1.1M
Fullcircle Wealth LLC 0.43% Reduce -3.8% 3,404 $1.1M
Coastal Bridge Advisors, LLC 0.27% Reduce -0.8% 3,638 $1.1M
Rede Wealth, LLC 0.40% Reduce -0.1% 3,634 $1.1M
Forza Wealth Management, LLC 0.48% No change 3,633 $1.1M
Morris Financial Concepts, Inc. 0.45% Add +0.4% 3,632 $1.1M
Faithward Advisors, LLC 0.18% Reduce -16.0% 3,630 $1.1M
Wellington Shields Capital Management, LLC 0.19% No change 3,628 $1.1M
South Street Advisors LLC 0.16% Reduce -22.2% 3,618 $1.0M
Abacus Planning Group, Inc. 0.18% Add +1.2% 3,610 $1.0M
Caldwell Sutter Capital, Inc. 0.49% Add +7.9% 3,610 $1.0M
Bill Few Associates, Inc. 0.37% Reduce -10.4% 3,610 $1.0M
William B. Walkup & Associates, Inc. 0.66% Reduce -2.5% 3,609 $1.0M
Sheets Smith Wealth Management 0.13% Add +0.6% 3,602 $1.0M
Harbour Capital Advisors, LLC 0.23% No change 3,542 $1.0M
WealthPlan Investment Management, LLC 0.10% Reduce -0.1% 3,598 $1.0M
MBA Advisors LLC 0.53% Reduce -0.4% 3,597 $1.0M
Prossimo Advisors, LLC 0.75% Reduce -0.1% 3,591 $1.0M
CRA Financial Services, LLC 0.18% Reduce -18.3% 3,587 $1.0M
Well Done, LLC 0.19% No change 3,411 $1.0M
NCM Capital Management, LLC 0.47% Reduce -0.3% 3,577 $1.0M
Ami Asset Management Corp. 0.06% Reduce -3.1% 3,575 $1.0M
Paragon Private Wealth Management, LLC 0.48% Add +12.0% 3,574 $1.0M
Walter & Keenan Wealth Management LLC /in/ 0.31% Add +0.1% 3,571 $1.0M
Jump Financial, LLC 0.02% Add +313.8% 3,567 $1.0M
Freedom Investment Management, Inc. 0.09% Add +4.1% 3,560 $1.0M
Advantage Trust Co 0.61% Add +0.5% 3,559 $1.0M
Lederer & Associates Investment Counsel 0.72% Reduce -49.0% 3,556 $1.0M
Intrua Financial, LLC 0.17% Reduce -16.6% 3,551 $1.0M
Alhambra Investment Management LLC 0.53% Reduce -0.6% 3,550 $1.0M
Twelve Points Wealth Management LLC 0.30% Add +23.1% 3,549 $1.0M
Catalyst Financial Partners LLC 0.19% Add +7.0% 3,548 $1.0M
Angeles Wealth Management, LLC 0.08% Add +4.8% 3,544 $1.0M
JTC Employer Solutions Trustee Ltd 0.07% No change 3,540 $1.0M
Inspirion Wealth Advisors, LLC 0.14% Add +5.2% 3,537 $1.0M
Diversified Enterprises, LLC 0.10% Add +13.0% 3,520 $1.0M
Roberts Capital Advisors, LLC 0.85% No change 3,518 $1.0M
Tectonic Advisors LLC 0.07% Add +0.6% 3,512 $1.0M
Dumont & Blake Investment Advisors LLC 0.27% Add +145.8% 3,507 $1.0M
Proquility Private Wealth Partners, LLC 0.33% Add +0.9% 3,505 $1.0M
Townsend & Associates, Inc 0.10% Reduce -1.4% 3,583 $1.0M
Northern Financial Advisors Inc 0.81% Reduce -13.5% 3,482 $1.0M
Barr E S & Co. 0.06% Reduce -0.5% 3,481 $1.0M
Elios Financial Group Inc. 0.48% Add +0.5% 3,476 $1.0M
Frisch Financial Group, Inc. 0.30% Add +1.2% 3,472 $1.0M
Unique Wealth, LLC 0.21% Add +3.3% 3,470 $1.0M
Patrick M Sweeney & Associates, Inc. 0.75% No change 3,468 $1.0M
Financial Network Wealth Advisors LLC 1.87% Reduce -12.1% 3,463 $1.0M
Capital Advisors Wealth Management, LLC 0.18% Reduce -2.8% 3,459 $1.0M
Thrive Wealth Management, LLC 0.18% Add +1.2% 3,453 $1.0M
Dover Advisors, LLC 0.57% Add +0.6% 3,450 $1.0M
Sicart Associates LLC 0.36% No change 3,450 $1.0M
LMCG Investments, LLC 0.06% Reduce -0.1% 3,448 $1000K
Retirement Guys Formula LLC 0.50% Add +5.0% 3,440 $997K
General Partner, Inc. 0.60% No change 3,439 $997K
Armstrong Advisory Group, Inc. 0.08% Add +0.6% 3,437 $996K
Deseret Mutual Benefit Administrators 0.49% Add +1.2% 3,437 $996K
Foster Dykema Cabot & Partners, LLC 0.08% No change 3,437 $996K
Phillips Wealth Planners LLC 0.99% Add +5.3% 3,526 $995K
Alteri Wealth LLC 0.27% — 3,419 $991K
United Advisor Group, LLC 0.20% Add +22.9% 3,413 $989K
RNC Capital Management LLC 0.05% Reduce -0.4% 3,411 $989K
PSI Advisors, LLC 0.29% Reduce -5.2% 3,410 $988K
Charter Oak Capital Management, LLC 0.09% Reduce -0.3% 3,402 $986K
Elgethun Capital Management 0.24% Add +0.4% 3,400 $986K
Warner Financial, Inc. 0.42% Add +1.5% 3,393 $984K
D.B. Root & Company, LLC 0.31% Add +0.1% 3,394 $984K
Prairie Wealth Advisors, Inc. 0.47% Reduce -1.0% 3,393 $984K
Factor Wealth Management LTD 0.33% — 3,385 $981K
Burford Brothers, Inc. 0.48% No change 3,385 $981K
FourThought Financial Partners, LLC 0.10% New 3,384 $981K
W Advisors, LLC 0.60% Add +0.3% 3,365 $976K
Tang Capital Management LLC 0.06% New 3,365 $975K
MIdWestOne Financial Group, Inc. 0.14% Reduce -5.6% 3,363 $975K
Annex Advisory Services, LLC 0.03% Reduce -1.5% 3,355 $973K
Morse Asset Management, Inc 0.22% Reduce -1.0% 3,350 $971K
Nemes Rush Group LLC 0.12% Reduce -12.8% 3,349 $971K
Cornerstone Advisory, LLC 0.11% Add +3.5% 3,140 $969K
Pingora Partners LLC 0.64% Add +6.4% 3,342 $969K
Intellectus Partners, LLC 0.21% Add +0.1% 3,335 $967K
West Michigan Advisors, LLC 0.29% Add +4.0% 3,332 $966K
Renaissance Investment Group LLC 0.20% Reduce -5.9% 3,331 $966K
RiverPark Advisors, LLC 0.77% No change 3,329 $965K
Saxon Interests, Inc. 0.42% Add +1.9% 3,326 $964K
LVM Capital Management Ltd. 0.10% Reduce -7.2% 3,325 $964K
Fortune Financial Advisors, LLC 0.88% Add +1.6% 3,322 $963K
Quent Capital, LLC 0.10% Add +8.3% 3,321 $963K
Strategy Asset Managers LLC 0.19% Reduce -2.6% 3,312 $960K
Jeppson Wealth Management, LLC 0.35% Add +3.1% 3,308 $959K
MRWM Advisors, LLC 0.75% — 3,297 $956K
ProVise Management Group, LLC 0.08% Reduce -33.8% 3,294 $955K
Institute for Wealth Management, LLC. 0.12% Add +0.6% 3,287 $953K
PAX Financial Group, LLC 0.17% Add +157.4% 3,284 $952K
Kennedy Investment Group, Inc. 0.43% Add +0.4% 3,283 $952K
Moss Adams Wealth Advisors LLC 0.10% Add +0.8% 3,272 $949K
2UniFi Bank 0.63% — 3,265 $946K
Cidel Asset Management Inc. 0.06% Add +2.4% 3,259 $945K
CapWealth Advisors, LLC 0.10% Add +6.3% 3,251 $942K
Patriot Financial Group Insurance Agency, LLC 0.13% Reduce -3.9% 3,251 $942K
Altus Wealth Group LLC 0.42% Reduce -5.2% 3,251 $942K
WD Rutherford LLC 0.45% Reduce -22.4% 3,247 $941K
Live Oak Private Wealth LLC 0.16% Add +0.5% 3,246 $941K
Northwest Bank & Trust Co 0.69% Reduce -1.4% 3,178 $941K
Kelleher Financial Advisors 0.35% Add +1.5% 3,243 $940K
Headland Capital, LLC 0.32% — 3,240 $939K
Capital Management Associates, Inc 0.35% Reduce -4.1% 3,237 $938K
Signature Estate & Investment Advisors LLC 0.02% Add +8.0% 3,236 $938K
Gibbs Wealth Management 0.25% Add +58.3% 3,229 $936K
ICONIQ Capital, LLC 0.01% Add +112.6% 3,227 $935K
Vanguard Capital Wealth Advisors 1.02% Add +0.3% 3,221 $934K
Nixon Peabody Trust Co. 0.08% Reduce -3.0% 3,220 $933K
Atwood & Palmer Inc. 0.06% Add +0.3% 3,214 $932K
Landaas & Co. /Wi 0.26% Reduce -2.1% 3,209 $930K
Piscataqua Savings Bank 0.80% Reduce -1.5% 3,200 $928K
BridgePort Financial Solutions, LLC 0.42% — 2,985 $925K
Wilkins Investment Counsel Inc. 0.13% No change 3,189 $924K
Clarendon Private LLC 0.97% — 3,185 $923K
Castle Rock Wealth Management, LLC 0.22% Reduce -0.9% 2,989 $922K
Eagle Ridge Investment Management 0.08% No change 3,180 $922K
Intelligent Financial Strategies 0.51% Reduce -4.7% 3,179 $922K
Trust Co. of Oklahoma 0.29% Reduce -4.5% 3,179 $922K
OneAscent Financial Services LLC 0.08% Add +15.8% 3,167 $918K
Stableford Capital II LLC 0.36% Reduce -1.8% 3,153 $914K
Westmount Partners, LLC 0.28% Reduce -1.3% 3,153 $914K
Vision Financial Markets LLC 0.99% — 3,153 $914K
Biltmore Family Office, LLC 0.15% Reduce -1.5% 3,152 $914K
Richardson Financial Services Inc. 0.64% Add +0.3% 3,153 $913K
Central Pacific Bank - Trust Division 0.12% Reduce -25.9% 3,149 $913K
Bordeaux Wealth Advisors LLC 0.15% Add +3.5% 3,146 $912K
Purkiss Capital Advisors LLC 0.79% — 3,139 $910K
Oak Wealth Advisors LLC 0.70% — 3,134 $909K
Westover Capital Advisors, LLC 0.20% Reduce -0.5% 3,134 $909K
Savoie Capital LLC 0.11% No change 3,129 $907K
Cyrus J. Lawrence, LLC 0.18% Reduce -4.3% 3,126 $906K
Evanson Asset Management, LLC 0.06% Reduce -1.7% 3,121 $905K
Kesler, Norman & Wride, LLC 0.20% Reduce -22.9% 3,119 $904K
Partnership Wealth Management, LLC 0.75% No change 3,115 $903K
Prudent Man Advisors, LLC 0.33% Reduce -13.2% 3,107 $901K
Garde Capital, Inc. 0.06% Add +18.8% 3,104 $900K
Orrstown Financial Services Inc. 0.24% Reduce -23.6% 3,101 $899K
Core Wealth Management, Inc. 0.35% Reduce -3.8% 3,098 $898K
First American Bank 0.06% Add +0.3% 3,096 $898K
S.A. Mason LLC 0.47% Add +2.1% 3,096 $897K
Oak Hill Wealth Advisors, LLC 0.21% — 3,095 $897K
Highline Wealth Partners LLC 0.29% Add +0.2% 3,085 $894K
Cahaba Wealth Management, Inc. 0.07% Add +0.0% 3,077 $892K
Advance Capital Management, Inc. 0.04% Add +1.3% 3,077 $892K
Baker Boyer National Bank 0.31% Reduce -1.6% 3,074 $891K
Paradigm Capital Management, LLC 0.84% No change 3,075 $891K
Nvest Financial, LLC 0.45% Add +25.2% 3,068 $889K
Argus Investors' Counsel, Inc. 0.59% No change 3,068 $889K
4WEALTH Advisors, Inc. 0.91% — 3,058 $886K
West Bancorporation Inc. 0.58% No change 3,054 $885K
Sound Financial Strategies Group, LLC 0.74% Add +12.5% 3,046 $883K
DeDora Capital, Inc. 0.24% Add +0.0% 3,034 $879K
PBMares Wealth Management LLC 0.18% Reduce -0.3% 3,032 $879K
Meiji Yasuda Life Insurance Co 0.02% Reduce -34.8% 3,030 $878K
Grove Bank & Trust 0.12% Reduce -0.4% 3,027 $877K
Watts Gwilliam & Co., LLC 0.19% Reduce -3.0% 3,031 $877K
NTV Asset Management LLC 0.12% Reduce -0.7% 3,023 $876K
Fieldview Capital Management, LLC 0.14% — 3,018 $875K
Intellus Advisors LLC 0.15% — 3,012 $873K
Garrison Point Advisors, LLC 0.41% Add +0.8% 3,005 $871K
Sentry Investment Management LLC 0.42% Reduce -14.0% 3,005 $871K
Sava Infond d.o.o. 0.15% — 3,000 $870K
Blackhill Capital Inc. 0.05% No change 3,000 $870K
WealthBridge Capital Management, LLC 0.24% No change 2,996 $869K
ELCO Management Co., LLC 0.46% Add +1.0% 2,995 $868K
Cassia Capital Partners, LLC 0.55% Add +44.3% 2,985 $865K
Chapman Financial Group, LLC 0.69% — 2,976 $863K
Acropolis Investment Management, LLC 0.05% Add +28.1% 2,975 $862K
Thompson David Blair 0.63% — 2,968 $860K
Allegheny Financial Group 0.22% Add +4.5% 2,965 $860K
WoodTrust Financial Corp 0.12% Add +8.4% 2,962 $859K
Circle Wealth Management, LLC 0.02% Add +0.2% 2,963 $859K
Front Row Advisors LLC 0.30% No change 2,957 $857K
Fox Hill Wealth Management 0.48% Add +0.1% 2,954 $856K
TLWM 0.17% Add +4.5% 2,949 $855K
Soltis Investment Advisors LLC 0.08% Add +2.7% 2,946 $854K
First Financial Corp. 0.40% Add +11.2% 2,944 $853K
Benin Management CORP 0.24% No change 2,944 $853K
US Asset Management LLC 0.76% Reduce -4.4% 2,935 $851K
Redwood Wealth Management Group, LLC 0.41% Reduce -0.5% 2,937 $850K
Roman Butler Fullerton & Co. 0.27% Add +0.9% 2,898 $849K
Mill Creek Capital Advisors, LLC 0.02% Reduce -2.7% 2,930 $849K
Empire Financial Management Company, LLC 0.26% Add +0.6% 2,925 $848K
Zhang Financial LLC 0.05% Add +0.3% 2,922 $847K
Westbourne Investment Advisors, Inc. 0.29% Add +1.0% 2,911 $844K
Dominguez Wealth Management Solutions, Inc. 0.62% Reduce -0.4% 2,911 $844K
Brown Miller Wealth Management, LLC 0.32% Add +0.1% 2,904 $842K
LCM Capital Management Inc 0.47% Add +0.4% 2,898 $840K
LifePlan Financial, LLC 0.74% Reduce -6.5% 2,896 $840K
NorthCrest Asset Manangement, LLC 0.03% Add +2.5% 2,897 $839K
Samalin Investment Counsel, LLC 0.36% Add +0.2% 2,889 $838K
Winebrenner Capital Management LLC 0.65% — 2,888 $837K
Financial Synergies Wealth Advisors, Inc. 0.10% Add +0.0% 2,885 $836K
KWB Wealth 0.10% Reduce -6.0% 2,745 $836K
First Dallas Securities Inc. 0.34% Add +1.8% 2,875 $833K
Oarsman Capital, Inc. 0.15% Reduce -2.4% 2,873 $833K
Prestige Wealth Management Group LLC 0.17% Add +4.0% 2,871 $832K
Old North State Trust, LLC 0.53% Reduce -2.4% 2,871 $832K
TBH Global Asset Management, LLC 0.20% Reduce -0.0% 2,862 $830K
Daner Wealth Management, LLC 0.61% — 2,841 $825K
Longfellow Investment Management Co. LLC 0.21% Reduce -5.9% 2,844 $824K
Semus Wealth Partners LLC 0.55% Add +3.9% 2,840 $823K
Hurlow Wealth Management Group, Inc. 0.26% Add +3.6% 2,838 $823K
MWA Asset Management 0.55% Add +7.7% 2,836 $822K
Annis Gardner Whiting Capital Advisors, LLC 0.23% Add +6.8% 2,830 $820K
Bearing Point Capital, LLC 0.17% — 2,830 $820K
Miller Investment Management, LP 0.09% No change 2,826 $819K
Blue Edge Capital, LLC 0.13% No change 2,820 $817K
Texas Capital Bank Wealth Management Services Inc 0.08% Reduce -2.1% 2,803 $813K
Novem Group 0.12% — 2,804 $813K
Charter Research & Investment Group, Inc. 0.62% No change 2,800 $812K
First Citizens Financial Corp 0.44% Add +1.0% 2,794 $810K
Delta Investment Management, LLC 0.16% Add +14.0% 2,792 $809K
L2 Asset Management, LLC 0.18% Reduce -2.7% 2,786 $808K
Compass Capital Corp. /Ma/ 0.31% — 2,836 $807K
Blodgett Wealth Advisors, LLC 0.63% Reduce -1.8% 2,783 $807K
Ti-Trust, Inc. 0.54% No change 2,782 $806K
Paladin Wealth, LLC 0.69% Add +3.5% 2,769 $803K
Integrity Alliance, Llc. 0.09% — 2,762 $801K
AA Financial Advisors, LLC 0.21% Add +14.9% 2,758 $799K
SS&H Financial Advisors, Inc. 0.29% Reduce -3.5% 2,753 $799K
Smith Anglin Financial, LLC 0.07% Add +0.4% 2,753 $798K
Insight Advisors, LLC/ PA 0.14% Reduce -3.0% 2,754 $798K
Rollins Financial Advisors, LLC 0.12% Add +0.2% 2,751 $798K
IMS Capital Management 0.37% Reduce -6.8% 2,751 $798K
Hummer Financial Advisory Services Inc 0.63% No change 2,730 $791K
Geller Advisors LLC 0.05% Reduce -0.1% 2,730 $791K
Wayfinding Financial, LLC 0.42% New 2,725 $790K
Howard Capital Management Group, LLC 0.05% Reduce -6.8% 2,725 $790K
PFG Advisors 0.05% Add +2.7% 2,723 $789K
Kentucky Trust Co 0.46% — 2,722 $789K
Bank of Marin 0.62% No change 2,716 $787K
Gould Asset Management LLC 0.17% Add +0.7% 2,715 $787K
Encompass More Asset Management 0.26% Add +6.7% 2,711 $786K
Allen Capital Group, LLC 0.10% Reduce -2.3% 2,710 $786K
Graves Light Lenhart Wealth, Inc. 0.10% Reduce -2.6% 2,708 $785K
SOA Wealth Advisors, LLC. 0.14% Reduce -42.3% 2,698 $782K
Mayfair Advisory Group, LLC 0.46% Add +4.5% 2,695 $781K
Diversified Portfolios, Inc. 0.09% Reduce -10.6% 2,691 $780K
Quadcap Wealth Management, LLC 0.11% Reduce -9.3% 2,686 $779K
Provenance Wealth Advisors, LLC 0.10% Add +2048.0% 2,685 $778K
Apexium Financial, LP 0.05% Add +43.6% 2,685 $778K
Beacon Bank & Trust 0.18% Reduce -3.3% 2,683 $778K
Cascade Financial Partners, LLC 0.10% Add +0.6% 2,676 $776K
Arrien Investments, Inc. 0.55% Add +0.5% 2,663 $773K
Personal Cfo Solutions, LLC 0.15% Add +4.8% 2,666 $773K
Vega Investment Solutions 0.63% — 2,657 $770K
Cove Private Wealth, LLC 0.47% Add +4.2% 2,657 $770K
Vertex Planning Partners, LLC 0.17% Add +8.9% 2,654 $769K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.19% Add +3.2% 2,643 $766K
Centaurus Financial, Inc. 0.05% Reduce -47.4% 2,641 $766K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -56.5% 2,642 $766K
Buck Wealth Strategies, LLC 0.16% Add +68.9% 2,641 $766K
S.E.E.D. Planning Group LLC 0.25% Add +171.0% 2,634 $764K
Sanders Morris Harris LLC 0.11% No change 2,600 $763K
Ibex Wealth Advisors 0.09% Reduce -79.6% 2,628 $762K
Indie Asset Partners, LLC 0.60% Reduce -8.6% 2,627 $762K
Everpar Advisors LLC 0.38% Reduce -0.2% 2,625 $761K
Peoples Bank 0.45% Reduce -22.9% 2,624 $761K
Delta Financial Group, Inc. 0.18% New 2,621 $760K
Cary Street Partners Investment Advisory LLC 0.50% Reduce -81.5% 2,621 $760K
Horizon Wealth Management, LLC 0.13% Add +0.3% 2,619 $759K
Human Investing LLC 0.13% Reduce -1.9% 2,615 $758K
Schrum Private Wealth Management LLC 0.64% Reduce -54.9% 2,610 $757K
Mountain Pacific Investment Advisers LLC 0.05% Reduce -4.4% 2,608 $756K
Chesapeake Asset Management LLC 0.70% Add +8.4% 2,607 $756K
Keebeck Wealth Management 0.11% Add +2.4% 2,606 $755K
First City Capital Management, Inc. 0.40% Reduce -1.9% 2,606 $755K
CPC Advisors, LLC 0.10% Reduce -6.8% 2,599 $753K
Wealthquest Corp 0.06% Add +1.1% 2,597 $753K
IAM Advisory, LLC 0.19% Add +0.6% 2,592 $752K
PCG Asset Management, LLC 0.66% — 2,588 $750K
MJP Associates Inc. 0.13% Add +2.2% 2,588 $750K
Creekside Partners 0.39% No change 2,582 $749K
Spirit of America Management Corp. 0.15% No change 2,580 $748K
NFSG Corp 0.19% Add +3.6% 2,579 $748K
Balboa Wealth Partners 0.17% Reduce -3.5% 2,576 $747K
Austin Private Wealth, LLC 0.07% Add +10.5% 2,571 $745K
Hilltop National Bank 0.22% Reduce -0.7% 2,569 $745K
Blackston Financial Advisory Group, LLC 0.37% Add +7.4% 2,565 $744K
Winthrop Advisory Group LLC 0.09% Reduce -0.4% 2,565 $744K
Aspiriant, LLC 0.03% Reduce -2.7% 2,562 $743K
Viawealth, LLC 0.45% Reduce -10.4% 2,557 $741K
Stegent Equity Advisors, Inc. 0.75% Add +150.2% 2,554 $740K
Somerset Group LLC 0.67% No change 2,544 $737K
Brasada Capital Management, LP 0.13% Add +4.5% 2,598 $737K
Exchange Bank 0.59% Reduce -15.0% 2,536 $735K
Ridgecrest Wealth Partners, LLC 0.40% No change 2,535 $735K
Granite Harbor Advisors, Inc. 0.41% Add +0.7% 2,531 $734K
CM Wealth Advisors LLC 0.24% No change 2,529 $733K
Verity Asset Management, Inc. 0.41% Reduce -45.0% 2,557 $733K
Lakeshore Financial Planning, Inc. 0.31% Add +1.9% 2,527 $733K
FSB Premier Wealth Management, Inc. 0.29% Reduce -0.2% 2,519 $730K
Aberdeen Wealth Management LLC 0.50% Reduce -12.2% 2,517 $730K
Trust Co of the South 0.15% Reduce -3.2% 2,517 $730K
Amica Retiree Medical Trust 0.69% Reduce -20.7% 2,516 $729K
GHP Investment Advisors, Inc. 0.03% Reduce -1.6% 2,511 $728K
KFG Wealth Management, LLC 0.14% Reduce -5.8% 2,511 $728K
Lakeridge Wealth Management LLC 0.38% No change 2,511 $728K
Scientech Research LLC 0.21% New 2,510 $728K
Holland Advisory Services, Inc. 0.95% Reduce -0.3% 2,507 $727K
City State Bank 0.26% Add +10.3% 2,505 $726K
Greenwich Wealth Management LLC 0.05% Add +1.8% 2,501 $725K
Oldfather Financial Services, LLC 0.28% Add +0.1% 2,496 $724K
WR Wealth Planners, LLC 0.23% Reduce -1.4% 2,493 $723K
Yoffe Investment Management, LLC 1.07% — 2,485 $720K
Transamerica Financial Advisors, LLC 0.07% Reduce -1.7% 2,483 $720K
Gleason Group, Inc. 0.13% Add +0.6% 2,483 $720K
Schear Investment Advisers, LLC 0.38% Reduce -0.5% 2,481 $719K
Ackerman Capital Advisors, LLC 0.19% No change 2,470 $716K
Vantage Point Financial LLC 0.39% — 2,469 $716K
Lokken Investment Group LLC 0.31% Add +20.9% 2,463 $714K
Golden State Wealth Management, LLC 0.11% — 2,462 $714K
Dynasty Wealth Management, LLC 0.01% Add +8.0% 2,461 $713K
Marotta Asset Management 0.15% No change 2,438 $713K
Tilson Financial Group, Inc. 0.29% Reduce -0.1% 2,460 $713K
GGM Financial LLC 0.76% Reduce -10.5% 2,456 $712K
Smart Portfolios, LLC 0.74% Add +40.2% 2,443 $708K
Fidelity D & D Bancorp Inc. 0.47% Reduce -4.8% 2,434 $706K
O'ROURKE & COMPANY, Inc 0.34% Reduce -5.2% 2,429 $704K
Legacy Bridge, LLC 0.37% No change 2,428 $704K
Van Cleef Asset Management,Inc 0.08% Add +0.2% 2,425 $703K
Lodestone Wealth Management LLC 0.35% Add +4.0% 2,422 $702K
GDS Wealth Management 0.06% Reduce -3.4% 2,420 $702K
Bluespring Wealth Management, LLC 0.07% Add +0.7% 2,419 $701K
Waddell & Associates, LLC 0.07% Add +123.5% 2,416 $700K
Gsa Capital Partners LLP 0.05% New 2,416 $700K
Alta Advisers Ltd 0.44% Add +24.8% 2,414 $700K
Synergy Asset Management, LLC 0.05% No change 2,297 $699K
Catalina Capital Group, LLC 0.23% Add +1.9% 2,412 $699K
Bremer Bank National Association 0.14% Reduce -1.2% 2,408 $698K
Ignite Planners, LLC 0.15% Add +0.8% 2,367 $698K
Peregrine Asset Advisers, Inc. 0.26% Reduce -4.8% 2,407 $698K
Taylor Financial Group, Inc. 0.48% No change 2,405 $697K
Hill Island Financial LLC 0.20% Add +2.0% 2,400 $696K
Van Strum & Towne Inc. 0.24% No change 2,400 $696K
Prentice Wealth Management LLC 0.20% Add +5.4% 2,397 $695K
tru Independence LLC 0.22% Add +0.7% 2,395 $694K
Atlas Legacy Advisors, LLC 0.17% — 2,395 $694K
D'Orazio & Associates, Inc. 0.10% Add +1.6% 2,393 $694K
STAR Financial Bank 0.50% Reduce -5.8% 2,391 $693K
BankPlus Trust Department 0.23% — 2,391 $693K
GM Advisory Group, LLC 0.04% Add +14.7% 2,386 $692K
Canvas Wealth Advisors, LLC 0.17% Reduce -0.1% 2,384 $691K
Carmel Capital Partners, LLC 0.28% Reduce -0.3% 2,382 $691K
Ballast, Inc. 0.20% No change 2,381 $690K
Atticus Wealth Management, LLC 0.21% Reduce -19.9% 2,375 $689K
Northwest Bancshares, Inc. 0.13% Reduce -24.6% 2,372 $688K
Centennial Wealth Advisory LLC 0.27% Add +7.4% 2,368 $686K
D L Carlson Investment Group Inc. 0.12% Add +4.5% 2,367 $686K
Quartz Partners, LLC 0.42% Add +2.3% 2,361 $684K
Douglas Lane & Associates, LLC 0.01% Add +23.4% 2,359 $684K
Bouchey Financial Group, Ltd. 0.06% Add +1.2% 2,358 $684K
Quotient Wealth Partners, LLC 0.02% Add +14.6% 2,358 $683K
WealthPLAN Partners, LLC 0.10% Reduce -13.2% 2,355 $683K
Fiducient Advisors LLC 0.08% No change 2,355 $683K
Syntegra Private Wealth Group, LLC 0.08% Add +70.3% 2,353 $682K
Sovereign Financial Group, Inc. 0.16% Add +0.2% 2,352 $682K
Kozak & Associates, Inc. 0.16% Add +1.2% 2,312 $682K
Twin Capital Management Inc. 0.07% Add +62.0% 2,351 $682K
Berger Financial Group, Inc 0.05% Add +6.8% 2,351 $682K
Silverleafe Capital Partners, LLC 0.22% Reduce -0.1% 2,350 $681K
Congress Park Capital LLC 0.25% No change 2,345 $680K
Readystate Asset Management LP 0.05% New 2,337 $677K
Seed Wealth Management, Inc. 0.55% No change 2,332 $676K
Harmony Asset Management LLC 0.27% Reduce -13.4% 2,331 $676K
W.G. Shaheen & Associates DBA Whitney & Co 0.07% Reduce -1.3% 2,331 $676K
Cullen Investment Group, LTD. 0.10% Add +7.2% 2,331 $676K
Hamilton Capital, LLC 0.05% Add +11.1% 2,326 $674K
Philip James Wealth Mangement, LLC 0.09% Add +13.2% 2,323 $673K
Trust Co 0.08% Reduce -10.3% 2,316 $671K
Johnson & White Wealth Management, LLC 0.41% New 2,292 $670K
Duncker Streett & Co. Inc. 0.12% Reduce -1.7% 2,309 $669K
Clearwater Capital Advisors, LLC 0.07% Reduce -1.1% 2,306 $668K
PCA Investment Advisory Services Inc. 0.31% Add +10.6% 2,304 $668K
LaSalle St. Investment Advisors, LLC 0.21% Add +37.3% 2,369 $667K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.11% New 2,300 $667K
Colonial River Investments, LLC 0.32% Reduce -6.5% 2,300 $667K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.25% No change 2,305 $666K
Seven Mile Advisory 0.42% Add +7.8% 2,296 $666K
Seamount Financial Group Inc. 0.46% Reduce -3.2% 2,293 $665K
Hartford Funds Management Co LLC 0.06% Add +6.1% 2,290 $664K
Legacy Wealth Asset Management, LLC 0.18% Reduce -0.4% 2,289 $664K
First Business Financial Services, Inc. 0.07% No change 2,289 $664K
West Wealth Group, LLC 0.20% Add +2.3% 2,284 $662K
DSG Capital Advisors, LLC 0.12% — 2,282 $662K
Lodestar Private Asset Management LLC 0.08% Reduce -2.8% 2,279 $661K
Gray Wealth Management Inc. 0.25% Add +0.4% 2,275 $660K
Callan Capital, LLC 0.05% Add +8.1% 2,274 $659K
MSH Capital Advisors LLC 0.21% Add +7.1% 2,273 $659K
Silver Oak Securities, Incorporated 0.06% Add +21.8% 2,273 $658K
Wellington Shields & Co., LLC 0.20% Reduce -1.0% 2,266 $657K
River Wealth Advisors LLC 0.09% Reduce -22.5% 2,265 $657K
Cladis Investment Advisory, LLC 0.47% Add +13.7% 2,263 $656K
Chancellor Financial Group WB LP 0.53% — 2,262 $656K
North Forty Two & Co. 0.76% — 2,258 $655K
Bolthouse Investments, LLC 0.60% — 2,253 $653K
Charles Schwab Trust Co 0.06% Add +27.4% 2,251 $653K
Edgestream Partners, L.P. 0.03% New 2,240 $649K
Schaper Benz & Wise Investment Counsel Inc. 0.05% No change 2,237 $648K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +0.8% 2,234 $648K
Hudock, Inc. 0.11% Add +0.4% 2,229 $646K
LongView Wealth Management 0.20% Add +0.4% 2,226 $645K
Centennial Bank 0.30% Reduce -5.0% 2,225 $645K
BCS Wealth Management 0.16% New 2,224 $645K
MFA Wealth Services 0.52% — 2,221 $644K
Floyd Financial Group LLC 0.53% — 2,274 $642K
Spectrum Asset Management, Inc. (NB/CA) 0.29% Add +0.4% 2,215 $642K
Tucker Asset Management LLC 0.15% Reduce -14.9% 2,214 $642K
Levin Capital Strategies, L.P. 0.06% Add +84.6% 2,208 $640K
KRS Capital Management, LLC 0.45% Reduce -15.6% 2,208 $640K
Aldebaran Financial Inc. 0.75% Reduce -12.6% 2,205 $639K
Alta Wealth Advisors LLC 0.28% Add +0.2% 2,199 $638K
Atlanta Consulting Group Advisors, LLC 0.23% Reduce -3.6% 2,195 $636K
Gray Private Wealth, LLC 0.38% Reduce -1.4% 2,193 $636K
Silverlake Wealth Management LLC 0.25% Reduce -22.7% 2,189 $635K
Campion Asset Management 0.48% No change 2,187 $634K
MPS Loria Financial Planners, LLC 0.19% Add +0.5% 2,186 $634K
SYM FINANCIAL Corp 0.08% Add +5.5% 2,183 $633K
Goldstream Capital Management Ltd 0.27% Reduce -59.9% 2,182 $633K
McDaniel Terry & Co. 0.05% No change 2,175 $631K
Strategic Advisors LLC 0.11% Add +6.3% 2,177 $631K
Copley Financial Group, Inc. 0.48% Reduce -3.5% 2,167 $628K
McAdam, LLC 0.03% Reduce -0.5% 2,166 $628K
Vista Investment Partners Ii, LLC 0.37% — 2,166 $628K
Paulson Wealth Management Inc. 0.17% Add +7.4% 2,156 $625K
Winthrop Capital Management, LLC 0.17% New 2,155 $624K
Capital Advantage, Inc. 0.11% New 2,152 $624K
Sterling Investment Counsel, LLC 0.41% Reduce -49.0% 2,150 $623K
Port Capital LLC 0.03% Add +0.3% 2,148 $623K
Net Worth Advisory Group 0.19% Add +0.4% 2,139 $620K
Rosenberg Matthew Hamilton 0.16% Reduce -4.7% 2,136 $619K
Coyle Financial Counsel LLC 0.20% Add +0.1% 2,132 $618K
M. Kraus & Co 0.18% Reduce -1.1% 2,127 $617K
J. L. Bainbridge & Co., Inc. 0.06% Add +0.8% 2,115 $613K
Eagle Bay Advisors LLC 0.39% Reduce -5.7% 2,113 $612K
Rothschild Wealth LLC 0.18% Reduce -3.0% 2,110 $612K
Total Clarity Wealth Management, Inc. 0.20% Reduce -2.1% 2,110 $612K
Sunpointe, LLC 0.31% Reduce -2.6% 2,109 $611K
Fire Capital Management LLC 0.45% — 2,105 $610K
Elevation Wealth Partners, LLC 0.26% Add +1.3% 2,098 $608K
Vectors Research Management, LLC 0.21% Reduce -3.4% 2,095 $607K
Riverpark Capital Management LLC 1.06% No change 2,091 $606K
Sompo Asset Management Co., Ltd. 0.10% No change 2,090 $606K
Marathon Capital Management 0.15% No change 2,089 $606K
Bollard Group LLC 0.02% Add +0.6% 2,084 $604K
Planning Directions Inc. 0.35% Reduce -2.0% 2,081 $603K
Brown, Lisle/Cummings, Inc. 0.18% Add +10.6% 2,075 $602K
Texas Capital Bancshares Inc 0.24% Reduce -0.8% 2,072 $601K
Autumn Glory Partners, LLC 0.29% No change 2,071 $600K
Bison Wealth, LLC 0.13% Reduce -58.3% 2,069 $600K
Baron Silver Stevens Financial Advisors, LLC 0.10% Add +6.6% 2,069 $600K
Archer Investment Corp 0.16% Reduce -0.1% 2,069 $600K
Moore Capital Management, LP 0.01% Reduce -52.4% 2,067 $599K
Sand Hill Global Advisors, LLC 0.03% Reduce -6.0% 2,059 $597K
Crewe Advisors LLC 0.08% Reduce -12.4% 2,056 $596K
Tiemann Investment Advisors, LLC 0.26% Reduce -0.1% 2,051 $595K
Strategic Wealth Partners, Ltd. 0.05% Reduce -0.4% 1,914 $593K
Novak & Powell Financial Services, Inc. 0.35% Add +9.4% 1,872 $593K
BlackDiamond Wealth Management, LLC 0.34% Add +1.3% 2,040 $591K
GAMCO Investors 0.01% Add +2.7% 2,039 $591K
Proficio Capital Partners LLC 0.05% Add +50.7% 2,038 $591K
Topsail Wealth Management, LLC 0.13% — 2,035 $590K
Uptick Partners, LLC 0.21% Reduce -3.4% 2,029 $588K
Drive Wealth Management, LLC 0.14% Add +3.6% 2,026 $587K
Avity Investment Management Inc. 0.05% Reduce -5.5% 2,025 $587K
Aprio Wealth Management, LLC 0.09% Add +15.0% 2,023 $587K
Simplicity Wealth,LLC 0.12% Reduce -67.9% 2,016 $584K
Planned Solutions, Inc. 0.24% No change 2,015 $584K
Wedgewood Investors Inc. 0.69% Reduce -4.7% 2,011 $583K
Rakuten Securities, Inc. 0.23% Add +44.7% 2,010 $583K
Cooper Financial Group 0.07% Add +1.9% 2,010 $583K
Primoris Wealth Advisors, LLC 0.44% Reduce -11.1% 2,001 $580K
Jupiter Wealth Management LLC 0.29% No change 2,000 $580K
Cherokee Insurance Co 0.26% — 2,000 $580K
Ping Capital Management, Inc. 0.24% No change 2,000 $580K
Grace & White Inc. 0.11% No change 2,000 $580K
Sepio Capital, LP 0.05% Add +9.0% 1,995 $578K
Hexagon Capital Partners LLC 0.10% Add +4.3% 1,989 $577K
Pacific Global Investment Management Co. 0.74% Reduce -94.4% 1,988 $576K
Fox Run Management, L.L.C. 0.10% New 1,987 $576K
Councilmark Asset Management, LLC 0.39% No change 1,980 $574K
Financial Strategies Group, Inc. 0.14% No change 2,031 $573K
Cohen & Steers, Inc. 0.00% Add +5.3% 1,972 $572K
Latitude Advisors, LLC 0.32% Reduce -24.4% 1,971 $571K
KDT Advisors, LLC 0.84% — 1,968 $571K
Pathway Financial Advisors LLC 0.13% Add +24.5% 1,967 $570K
Redhawk Wealth Advisors, Inc. 0.08% Reduce -1.1% 1,964 $569K
Allred Capital Management, LLC 0.22% Add +0.2% 1,962 $569K
Tradewinds Capital Management, LLC 0.15% Reduce -0.1% 1,958 $568K
Strategic Investment Advisors / MI 0.06% Reduce -2.2% 1,957 $567K
Omnia Family Wealth, LLC 0.23% Add +2.1% 1,955 $567K
180 Wealth Advisors, LLC 0.09% Reduce -3.6% 1,946 $564K
Defined Financial Planning LLC 0.60% — 1,946 $564K
Tilia Fiduciary Partners, Inc. 0.38% Add +0.1% 1,944 $564K
SC&H Financial Advisors, Inc. 0.12% No change 1,943 $563K
Financial Engines Advisors L.L.C. 0.00% Add +137.2% 1,943 $563K
Revolve Wealth Partners, LLC 0.08% Add +2.8% 1,942 $563K
Tacita Capital Inc 0.40% Reduce -2.8% 1,939 $562K
First Bancorp, Inc 0.38% Add +2.2% 1,936 $561K
Fingerlakes Wealth Management, Inc. 0.45% Add +0.6% 1,936 $561K
Stockman Wealth Management, Inc. 0.09% Reduce -0.3% 1,930 $559K
CYBER HORNET ETFs LLC 0.54% Add +2.2% 1,925 $558K
Sherman Asset Management, Inc. 0.51% — 1,925 $558K
LGL Partners, LLC 0.08% Add +1.2% 1,923 $558K
Chapin Davis, Inc. 0.18% No change 1,827 $557K
TFB Advisors LLC 0.16% Add +3.1% 1,920 $557K
Capital Insight Partners, LLC 0.10% Add +11.4% 1,920 $557K
Great Diamond Partners, LLC 0.14% Add +2.1% 1,920 $556K
Fortem Financial Group, LLC 0.22% Add +0.3% 1,917 $556K
Compass Ion Advisors, LLC 0.07% Add +13.0% 1,916 $555K
CFO4Life Group, LLC 0.10% Add +0.6% 1,915 $555K
Cutter & CO Brokerage, Inc. 0.14% Add +0.1% 1,912 $554K
WealthTrust Axiom LLC 0.17% Reduce -6.1% 1,911 $554K
Arlington Financial Advisors, LLC 0.11% New 1,911 $554K
Caxton Associates LP 0.02% New 1,910 $554K
Bristol John W & Co. Inc. 0.01% No change 1,909 $553K
Investor's Fiduciary Advisor Network, LLC 0.21% — 1,908 $553K
Rossby Financial, LCC 0.35% — 1,906 $553K
Schneider Downs Wealth Management Advisors, LP 0.10% No change 1,898 $550K
Veracity Capital LLC 0.20% Reduce -0.3% 1,898 $550K
Leigh Baldwin & Co., LLC 0.46% — 1,898 $550K
Physician Wealth Advisors, Inc. 0.09% Add +1.5% 1,893 $549K
Stonebridge Capital Management Inc. 0.22% Reduce -5.0% 1,890 $548K
Missouri Trust & Investment Co 0.19% Reduce -1.9% 1,884 $546K
Boltwood Capital Management 0.17% Add +1.9% 1,882 $546K
One Charles Private Wealth Services, LLC 0.18% Reduce -0.5% 1,879 $545K
Zevin Asset Management LLC 0.08% Add +0.1% 1,874 $543K
Hilltop Partners LLC 0.18% Add +0.2% 1,873 $543K
AdvisorShares Investments LLC 0.10% Add +414.3% 1,872 $543K
Lazari Capital Management, Inc. 0.22% Reduce -4.3% 1,871 $542K
Penserra Capital Management LLC 0.01% Add +3184.2% 1,872 $542K
Ellenbecker Investment Group 0.10% Reduce -1.7% 1,867 $541K
DMC Group, LLC 0.44% Add +3.3% 1,861 $539K
J2 Capital Management Inc 0.51% — 1,860 $539K
ABLE Financial Group, LLC 0.16% No change 1,857 $538K
North Point Portfolio Managers Corp. 0.09% Reduce -43.4% 1,854 $537K
Meridian Wealth Partners, LLC 0.08% Reduce -0.1% 1,853 $537K
Sentinel Pension Advisors, LLC 0.10% Add +9.7% 1,851 $537K
Glass Jacobson Investment Advisors llc 0.18% Add +1.1% 1,847 $536K
Goldstein Advisors, LLC 0.08% Add +0.7% 1,846 $535K
BCGM Wealth Management, LLC 0.17% Add +1.5% 1,845 $535K
LWM Advisory Services, LLC 0.37% No change 1,840 $535K
Ashton Thomas Securities, LLC 0.15% Add +42.6% 1,838 $534K
Connors Investor Services Inc. 0.05% No change 1,840 $533K
Two Sigma Securities, LLC 0.10% Add +49.5% 1,837 $533K
Windward Capital Management Co. 0.04% No change 1,837 $533K
Up Strategic Wealth Investment Advisors LLC 0.53% Add +17.9% 1,836 $532K
Gratus Wealth Advisors, LLC 0.09% Add +5.8% 1,834 $532K
Childress Capital Advisors, LLC 0.15% Add +4.5% 1,833 $531K
Opus Capital Group, LLC 0.07% Reduce -15.7% 1,833 $531K
Montz Harcus Wealth Management LLC 0.30% Reduce -1.2% 1,831 $531K
Rise Advisors, LLC 0.26% Reduce -9.6% 1,829 $530K
MBE Wealth Management, LLC 0.30% No change 1,828 $530K
Miller Financial Services LLC 0.45% — 1,828 $530K
Financial Insights, Inc. 0.20% Reduce -0.9% 1,827 $530K
Walkner Condon Financial Advisors LLC 0.11% Reduce -5.3% 1,826 $529K
Hoge Financial Services, LLC 0.39% Add +32.3% 1,825 $529K
Almanack Investment Partners, LLC. 0.08% Add +0.3% 1,824 $529K
Dravo Bay LLC 0.26% Add +39.6% 1,824 $529K
Optimize Financial Inc. 0.40% — 1,822 $528K
BIP Wealth, LLC 0.04% Add +55.9% 1,818 $527K
Arbor Investment Advisors, LLC 0.07% Reduce -0.6% 1,817 $527K
Commonwealth Financial Services, LLC 0.10% Add +18.5% 1,812 $525K
Canandaigua National Trust Co of Florida 0.41% Add +12.4% 1,811 $525K
Global Trust Asset Management, LLC 0.20% Reduce -1.8% 1,810 $525K
Persium Advisors, LLC 0.52% — 1,809 $524K
Quadrant Private Wealth Management, LLC 0.13% Add +11.2% 1,808 $524K
CVFG LLC 0.48% — 1,806 $523K
Riverbend Wealth Management, LLC 0.47% — 1,798 $523K
Addison Advisors LLC 0.15% Reduce -0.5% 1,801 $522K
St. Louis Trust Co 0.07% No change 1,800 $522K
High Net Worth Advisory Group LLC 0.15% Reduce -2.2% 1,796 $521K
Lifeworks Advisors, LLC 0.09% New 1,795 $520K
LBMC Investment Advisors, LLC 0.04% Add +0.3% 1,794 $520K
DF Dent & Co. Inc. 0.01% Reduce -0.6% 1,794 $520K
Sovran Advisors, LLC 0.07% — 1,846 $520K
Lion Street Advisors, LLC 0.17% Reduce -1.8% 1,792 $519K
Strategic Financial Services, Inc. 0.03% Add +119.6% 1,790 $519K
Family Capital Trust Co 0.18% No change 1,787 $518K
Palisades Hudson Asset Management, L.P. 0.22% Reduce -0.5% 1,788 $518K
Security National Bank 0.07% Reduce -13.2% 1,782 $517K
SMART Wealth LLC 0.18% Reduce -17.5% 1,780 $516K
Bernardo Wealth Planning LLC 0.12% Add +1.3% 1,827 $516K
Financial Advisors Network, Inc. 0.09% — 1,778 $515K
AIMZ Investment Advisors, LLC 0.18% No change 1,777 $515K
Quantum Financial Advisors, LLC 0.08% No change 1,776 $515K
Heartland Bank & Trust Co 0.28% Reduce -10.6% 1,774 $514K
Conscious Wealth Investments, LLC 0.35% No change 1,829 $514K
Riversedge Advisors, LLC 0.12% Add +5.2% 1,773 $514K
Detalus Advisors, LLC 0.17% Reduce -2.5% 1,770 $513K
Boothbay Fund Management, LLC 0.02% Reduce -87.9% 1,768 $513K
Clearview Wealth Advisors LLC 0.39% Reduce -0.7% 1,768 $512K
Core Wealth Partners LLC 0.29% Add +0.5% 1,767 $512K
Ullmann Wealth Partners Group, LLC 0.07% Add +17.6% 1,767 $512K
Shikiar Asset Management Inc. 0.15% No change 1,766 $512K
Monument Capital Management 0.14% Add +1.0% 1,763 $511K
CVA Family Office, LLC 0.08% Add +9.4% 1,760 $510K
Fiduciary Financial Group, LLC 0.11% Add +1.7% 1,801 $508K
Private Portfolio Partners LLC 0.09% Add +0.1% 1,753 $508K
Sonata Capital Group Inc. 0.21% Reduce -7.1% 1,753 $508K
Castle Wealth Management LLC 0.20% Reduce -29.4% 1,752 $508K
Riverview Trust Co 0.46% Add +0.2% 1,749 $507K
Rooted Wealth Advisors, Inc. 0.20% Reduce -8.0% 1,751 $507K
Osborne Partners Capital Management, LLC 0.03% Add +2.8% 1,748 $507K
1900 Wealth Management LLC 0.04% Reduce -25.6% 1,746 $506K
Sittner & Nelson, LLC 0.22% No change 1,744 $506K
MN Wealth Advisors, LLC 0.28% Add +104.8% 1,743 $505K
Lipe & Dalton 0.27% Reduce -5.4% 1,743 $505K
Eagle Harbor Asset Management Inc. 0.51% No change 1,741 $505K
Sivia Capital Partners, LLC 0.25% Add +8.8% 1,739 $504K
BlueChip Wealth Advisors LLC 0.28% Add +1.8% 1,737 $504K
BFI Infinity Ltd. 0.55% — 1,735 $503K
Bogart Wealth, LLC 0.02% Reduce -92.7% 1,732 $502K
Clare Market Investments LLC 0.12% Add +11.9% 1,731 $502K
Grant Private Wealth Management Inc 0.54% — 1,730 $502K
Minot DeBlois Advisors LLC 0.46% — 1,729 $501K
Traveka Wealth, LLC 0.28% Add +28.4% 1,728 $501K
Cedar Mountain Advisors, LLC 0.11% Add +3.0% 1,726 $500K
Global X Japan Co., Ltd. 0.06% Add +3.6% 1,725 $500K
Stanley-Laman Group, Ltd. 0.07% Add +24.5% 1,722 $499K
Rodgers Brothers Inc. 0.07% Reduce -0.6% 1,719 $498K
Northwest Financial Advisors 0.41% Add +0.1% 1,713 $496K
one8zero8, LLC 0.11% — 1,712 $496K
Innovative Wealth Building LLC 0.45% — 1,712 $496K
CMT Capital Markets Trading GmbH 0.29% New 1,707 $495K
Merriman Wealth Management, LLC 0.02% Reduce -2.5% 1,706 $495K
Talisman Wealth Advisors LLC 0.52% Reduce -0.9% 1,704 $494K
LSV Asset Management 0.00% No change 1,700 $493K
Affinity Wealth Management LLC 0.09% No change 1,699 $493K
Summit Financial Strategies, Inc. 0.05% Add +0.2% 1,698 $492K
Trilogy Capital Inc. 0.03% Reduce -5.9% 1,697 $492K
Willner & Heller, LLC 0.43% Add +0.2% 1,695 $492K
Financial Advisors, LLC 0.09% Add +0.1% 1,695 $491K
Aveo Capital Partners, LLC 0.05% Reduce -6.6% 1,695 $491K
Baron Wealth Management LLC 0.23% Add +7.8% 1,690 $490K
Crux Wealth Advisors 0.27% — 1,690 $490K
BOS Asset Management, LLC 0.18% Reduce -37.2% 1,689 $490K
Obsidian Personal Planning Solutions LLC 0.24% Reduce -0.9% 1,694 $489K
Rappaport Reiches Capital Management, LLC 0.13% Add +0.5% 1,681 $487K
Marietta Investment Partners LLC 0.11% No change 1,678 $486K
Claris Financial LLC 0.32% — 1,674 $485K
Advus Financial Partners, LLC 0.14% Add +8.5% 1,673 $485K
bLong Financial, LLC 0.40% — 1,671 $484K
Financial Partners Group, Inc 0.07% Reduce -6.8% 1,668 $484K
Keystone Wealth Services, LLC 0.13% Reduce -8.1% 1,667 $483K
Enclave Advisors LLC 0.08% Reduce -3.6% 1,666 $483K
Silvia McColl Wealth Management, LLC 0.36% No change 1,665 $483K
Sandbox Financial Partners, LLC 0.16% Reduce -14.0% 1,660 $481K
Chemistry Wealth Management LLC 0.11% Add +13.9% 1,657 $480K
Waterloo Capital, L.P. 0.05% Reduce -13.9% 1,651 $478K
Ofc Financial Planning, LLC 0.50% — 1,650 $478K
Verde Capital Management 0.13% New 1,646 $477K
Philadelphia Trust Co. 0.04% Reduce -27.4% 1,645 $477K
German American Bancorp, Inc. 0.05% No change 1,645 $477K
Crew Capital Management, Ltd 0.40% Reduce -3.0% 1,642 $476K
Verum Partners LLC 0.14% Add +3.2% 1,640 $475K
Excalibur Management Corp. 0.19% Add +0.2% 1,640 $475K
Symmetry Partners, LLC 0.07% Add +2.9% 1,639 $475K
Falcon Wealth Planning 0.05% Reduce -2.1% 1,636 $474K
Ascentis Wealth Management, LLC 0.17% Add +18.8% 1,633 $474K
SL Advisors, LLC 0.78% Reduce -3.0% 1,634 $474K
FLC Capital Advisors 0.11% No change 1,632 $473K
Centurion Wealth Management LLC 0.15% Reduce -1.3% 1,626 $471K
ERn Financial, LLC 0.07% Add +3.0% 1,624 $471K
Maple Capital Management, Inc. 0.03% Reduce -0.3% 1,622 $470K
Cromwell Holdings LLC 0.27% No change 1,621 $470K
Capstone Wealth Management Group LLC 0.36% — 1,619 $469K
Noble Family Wealth, LLC 0.13% No change 1,620 $469K
International Private Wealth Advisors LLC 0.47% Add +3.3% 1,615 $468K
Partners in Financial Planning 0.10% No change 1,612 $467K
Mayport, LLC 0.14% No change 1,610 $467K
Johnson Bixby & Associates, LLC 0.07% No change 1,609 $466K
Millington Financial Advisors, LLC 0.27% Reduce -2.1% 1,608 $466K
Capital Advisors, Ltd. LLC 0.06% Add +1.7% 1,609 $466K
Key Client Fiduciary Advisors, LLC 0.21% Add +0.5% 1,601 $464K
Eq Wealth Advisors, LLC 0.45% — 1,600 $464K
Powell Investment Advisors, LLC 0.21% No change 1,595 $462K
Manchester Financial Inc. 0.10% Add +1.4% 1,589 $461K
Clear Harbor Asset Management, LLC 0.04% Add +21.8% 1,589 $461K
Legacy Trust 0.11% Reduce -8.1% 1,585 $459K
Bison Wealth, LLC 0.06% — 1,581 $458K
McLean Asset Management Corp 0.14% Reduce -1.1% 1,577 $457K
Harvest Investment Services, LLC 0.11% New 1,575 $457K
ORG Partners LLC 0.06% Add +4.8% 1,569 $456K
Wallace Capital Management Inc. 0.06% Add +0.1% 1,568 $454K
Crowley Wealth Management, Inc. 0.40% — 1,565 $454K
Byrne Asset Management LLC 0.37% Add +1.6% 1,559 $452K
GEM Asset Management, LLC 0.25% Add +0.1% 1,559 $452K
Altfest L J & Co. Inc. 0.06% Add +0.7% 1,557 $451K
Gateway Wealth Partners, LLC 0.12% Add +17.4% 1,556 $451K
Valtrion Capital Management, LLC 0.96% — 1,555 $451K
Perissos Private Wealth Management, LLC 0.34% Add +0.7% 1,552 $450K
Titleist Asset Management, LLC 0.05% Add +3.1% 1,550 $449K
Convergence Financial, LLC 0.09% Reduce -2.8% 1,549 $449K
Murphy, Middleton, Hinkle & Parker, Inc. 0.25% No change 1,548 $449K
Occidental Asset Management, LLC 0.07% Reduce -2.8% 1,548 $449K
Ipsen Advisor Group LLC 0.38% — 1,544 $447K
Tower Wealth Partners, Inc. 0.23% Reduce -8.1% 1,542 $447K
Consolidated Portfolio Review Corp 0.07% New 1,537 $446K
Optas, LLC 0.10% Add +8.5% 1,534 $445K
Princeton Capital Management LLC 0.14% No change 1,533 $444K
TRUE Private Wealth Advisors 0.05% Add +0.6% 1,531 $444K
South Plains Financial, Inc. 0.34% — 1,532 $444K
Capital Advisory Group Advisory Services, LLC 0.16% Add +0.1% 1,525 $442K
Transform Wealth, LLC 0.02% Add +74.5% 1,525 $442K
Bellecapital International Ltd. 0.08% Reduce -20.1% 1,520 $441K
Maridea Wealth Management LLC 0.14% — 1,520 $441K
Monterey Private Wealth, Inc. 0.15% Add +11.1% 1,519 $440K
Millstone Evans Group, LLC 0.30% — 1,519 $440K
First National Bank Sioux Falls 0.19% No change 1,519 $440K
New Republic Capital, LLC 0.29% Add +19.1% 1,517 $440K
Arlington Trust Co LLC 0.09% Add +27.4% 1,514 $439K
Walled Lake Planning & Wealth Management, LLC 0.16% Add +0.1% 1,514 $439K
Certified Advisory Corp 0.05% Add +1.3% 1,512 $438K
Pinnacle Financial Group, LLC / IL 0.17% Add +0.2% 1,511 $438K
Oliver Lagore Vanvalin Investment Group 0.11% No change 1,508 $437K
Investment Partners Asset Management, Inc. 0.34% Add +0.5% 1,508 $437K
Brucke Financial, Inc. 0.38% — 1,511 $436K
TriaGen Wealth Management LLC 0.15% Reduce -17.6% 1,502 $435K
Bienville Capital Management, LLC 0.11% No change 1,500 $435K
Florida Financial Advisors, LLC 0.19% Add +49.0% 1,497 $434K
Ranch Capital Advisors Inc. 0.20% Add +0.1% 1,493 $433K
Atom Investors LP 0.05% Reduce -51.6% 1,490 $432K
Retirement Income Solutions, Inc. 0.09% Reduce -12.0% 1,487 $431K
Erste Asset Management GmbH 0.01% No change 2,255 $431K
Navera Investment Management Ltd. 0.01% Reduce -39.9% 1,481 $429K
Wood Tarver Financial Group, LLC 0.14% — 1,477 $428K
Lakeshore Capital Group, Inc. 0.65% — 1,473 $427K
Woodward Diversified Capital, LLC 0.31% Reduce -43.0% 1,471 $426K
Kolinsky Wealth Management, LLC 0.26% Reduce -9.0% 1,469 $426K
Eagle Wealth Strategies LLC 0.31% Add +3.5% 1,469 $426K
Full Sail Capital, LLC 0.03% No change 1,467 $425K
Campbell Wealth Management 0.04% Add +51.9% 1,461 $424K
Poehling Capital Management, INC. 0.10% Add +0.1% 1,461 $424K
Summit Asset Management, LLC 0.07% Add +0.1% 1,460 $423K
Gibraltar Capital Management, Inc. 0.19% No change 1,460 $423K
Hartline Investment Corp./ 0.05% No change 1,460 $423K
Perennial Investment Advisors, LLC 0.05% Add +4.2% 1,459 $423K
McElhenny Sheffield Capital Management, LLC 0.14% Add +0.6% 1,458 $423K
Zions Bancorporation, N.A. 0.03% Add +1.7% 1,457 $422K
Maia Wealth LLC 0.09% Add +6.0% 1,440 $422K
Invst, LLC 0.05% Reduce -2.5% 1,455 $422K
Cambridge Financial Group, LLC 0.18% Add +2.3% 1,453 $421K
Rather & Kittrell, Inc. 0.10% No change 1,453 $421K
Trail Ridge Investment Advisors, LLC 0.20% Add +1.3% 1,452 $421K
Acorn Financial Advisory Services Inc. 0.07% No change 1,446 $419K
BSW Wealth Partners 0.06% Reduce -7.1% 1,446 $419K
Park Capital Management, LLC / WI 0.50% — 1,445 $419K
Kuhn & Co Investment Counsel 0.36% Reduce -13.2% 1,443 $418K
Ssi Investment Management LLC 0.15% No change 1,443 $418K
Braun-Bostich & Associates Inc. 0.30% Reduce -1.0% 1,443 $418K
Cahill Financial Advisors Inc. 0.06% Reduce -22.1% 1,441 $418K
Kohmann Bosshard Financial Services, LLC 0.05% Add +0.1% 1,439 $417K
Tsai Capital Corp 0.30% No change 1,435 $416K
Tableaux LLC 0.34% — 1,432 $415K
BTC Capital Management, Inc. 0.04% Reduce -26.8% 1,431 $415K
Wealthedge Investment Advisors, LLC 0.19% — 1,430 $415K
Debussy Capital Management LP 0.06% Reduce -5.4% 1,414 $414K
May Hill Capital, LLC 0.16% — 1,428 $414K
Pettinga Financial Advisors LLC 0.09% No change 1,425 $413K
Westshore Wealth, LLC 0.17% Reduce -6.6% 1,424 $413K
Patriot Investment Management Group, Inc. 0.03% Add +1.2% 1,422 $412K
Darden Wealth Group Inc 0.28% No change 1,420 $412K
Oxford Asset Management LLP 0.19% New 1,416 $410K
Tudor Financial Inc. 0.24% Add +9.4% 1,415 $410K
Alpha Family Trust 0.23% No change 1,415 $410K
Axis Wealth Partners, LLC 0.35% — 1,413 $410K
Uhlmann Price Securities, LLC 0.31% Add +0.5% 1,412 $409K
Betterment LLC 0.00% Add +17.0% 1,411 $409K
New Century Financial Group, LLC 0.17% Reduce -4.7% 1,387 $409K
West Tower Group, LLC 0.90% Add +40.0% 1,400 $406K
Vantage Financial Partners, LLC 0.10% Reduce -0.1% 1,400 $406K
Capital Square, LLC 0.23% Reduce -0.9% 1,417 $404K
KKM Financial LLC 0.17% No change 1,394 $404K
Polymer Capital Management (US) LLC 0.13% — 1,393 $404K
Insight Inv LLC 0.28% No change 1,391 $403K
Keating Investment Counselors Inc. 0.13% No change 1,390 $403K
Five Oceans Advisors 0.18% Add +0.9% 1,383 $401K
Challenger Wealth Management 0.34% — 1,381 $400K
Prepared Retirement Institute LLC 0.23% No change 1,379 $400K
Alliance Wealth Advisors, LLC 0.23% Reduce -1.8% 1,379 $400K
Holistic Financial Partners 0.20% Add +11.5% 1,378 $399K
Symphony Financial Services, Inc. 0.32% Add +0.1% 1,377 $399K
Optima Capital LLC 0.28% — 1,377 $399K
Smith Thornton Advisors LLC 0.25% Reduce -18.5% 1,377 $399K
Spectrum Wealth Counsel, LLC 0.05% No change 1,377 $399K
Masso Torrence Wealth Management Inc. 0.21% Add +7.5% 1,375 $399K
Elwood & Goetz Wealth Advisory Group, LLC 0.10% Add +33.7% 1,374 $398K
Lockerman Financial Group, Inc. 0.68% Add +1.0% 1,372 $398K
Blossom Wealth Management 0.76% No change 1,370 $397K
Aigen Investment Management, LP 0.07% Reduce -77.9% 1,370 $397K
Wellington Wealth Strategies, LLC. 0.36% New 1,278 $396K
Moment Partners, LLC 0.08% — 1,366 $396K
Maiden Cove Capital, LLC 0.61% Reduce -3.2% 1,366 $396K
Cornerstone Advisors Asset Management, LLC 0.09% Add +1.0% 1,364 $395K
Sterling Group Wealth Management, LLC 0.20% No change 1,362 $395K
Wealth Architects, LLC 0.04% Add +18.1% 1,360 $394K
Lavaca Capital LLC 0.17% No change 1,359 $394K
Stone Summit Wealth LLC 0.13% No change 1,359 $394K
AmeriServ Wealth Advisors 0.21% — 1,359 $394K
Spinnaker Investment Group, LLC 0.09% Reduce -26.6% 1,357 $393K
Arkfeld Wealth Strategies, L.L.C. 0.18% No change 1,383 $392K
Destiny Wealth Partners, LLC 0.06% Reduce -3.3% 1,353 $392K
Paragon Capital Management Ltd 0.08% Add +1.1% 1,353 $392K
Chase Investment Counsel Corp. 0.13% No change 1,354 $392K
Baker Ellis Asset Management LLC 0.06% No change 1,350 $391K
CMG Global Holdings, LLC 0.22% Reduce -12.6% 1,387 $390K
Steigerwald, Gordon & Koch Inc. 0.04% Reduce -5.4% 1,345 $390K
Park Square Financial Group, LLC 0.27% — 1,345 $390K
PUREfi Wealth, LLC 0.38% — 1,343 $389K
Midwest Financial Group LLC 0.22% Reduce -1.8% 1,340 $388K
Per Stirling Capital Management, LLC. 0.06% Reduce -4.5% 1,339 $388K
Apeiron RIA LLC 0.11% Add +29.3% 1,334 $387K
TrueWealth Advisors, LLC 0.13% Reduce -2.6% 1,334 $387K
Certior Financial Group, LLC 0.34% — 1,332 $386K
626 Financial, LLC 0.21% No change 1,331 $386K
O'Keefe Stevens Advisory, Inc. 0.12% No change 1,329 $385K
Traphagen Investment Advisors LLC 0.04% Reduce -22.2% 1,327 $385K
Wealthcare Capital Partners, LLC 0.20% — 1,327 $385K
Montis Financial, LLC 0.12% Add +3.3% 1,325 $384K
American Institute for Advanced Investment Management, LLP 0.29% Reduce -1.5% 1,325 $384K
Motive Wealth Advisors 0.21% Add +9.4% 1,324 $384K
Clear Creek Financial Management, LLC 0.04% Add +1.7% 1,322 $383K
Natural Investments, LLC 0.11% — 1,322 $383K
Meridian Management Co. 0.10% New 1,319 $382K
Pacific Sage Partners, LLC 0.09% No change 1,318 $382K
PGIM Custom Harvest LLC 0.01% Add +4.3% 1,318 $382K
Burton Enright Welch 0.08% No change 1,317 $382K
Montag & Caldwell, LLC 0.08% No change 1,315 $381K
Mainstream Capital Management LLC 0.27% Add +3.7% 1,314 $381K
Francis Financial, Inc. 0.10% Add +42.2% 1,694 $381K
Sage Private Wealth Group, LLC 0.29% Add +14.4% 1,312 $380K
Clean Yield Group 0.12% Reduce -3.7% 1,312 $380K
First National Advisers, LLC 0.06% No change 1,309 $379K
Mirador Capital Partners LP 0.07% Reduce -0.5% 1,308 $379K
Meridian Financial Advisors, LLC 0.26% Reduce -13.3% 1,302 $378K
First International Bank & Trust 0.12% Reduce -1.7% 1,302 $377K
Consilium Wealth Advisory, LLC 0.18% No change 1,301 $377K
Nichols & Pratt Advisers LLP 0.03% Reduce -10.3% 1,300 $377K
Spartan Planning & Wealth Management 0.34% — 1,299 $377K
Eubel Brady & Suttman Asset Management Inc. 0.05% No change 1,296 $376K
Garden State Investment Advisory Services LLC 0.12% Reduce -0.5% 1,287 $375K
Capital Investment Counsel, LLC 0.06% New 1,291 $374K
BancFirst Trust & Investment Management 0.17% Reduce -10.9% 1,289 $374K
Flynn Zito Capital Management, LLC 0.17% Reduce -0.7% 1,286 $373K
Old Mission Investment Co LLC 0.11% Add +0.4% 1,285 $373K
Hutchinson Capital Management 0.07% Add +9.3% 1,283 $372K
Allied Investment Advisors, LLC 0.07% Add +19.0% 1,277 $370K
Birch Financial Group, LLC 0.42% — 1,274 $369K
Prospect Financial Services LLC 0.20% No change 1,267 $367K
Notis-McConarty Edward 0.18% Reduce -1.8% 1,266 $367K
Capula Management Ltd 0.00% Add +230.0% 1,264 $366K
Lorne Steinberg Wealth Management Inc. 0.11% No change 1,263 $366K
Creekmur Asset Management LLC 0.08% Reduce -0.1% 1,263 $366K
Meridian Investment Counsel Inc. 0.11% New 1,262 $366K
First Heartland Consultants, Inc. 0.04% Reduce -1.4% 1,262 $366K
Providence Wealth Advisors, LLC 0.28% No change 1,244 $366K
Stone Run Capital, LLC 0.14% No change 1,260 $365K
Resurgent Financial Advisors LLC 0.22% Add +0.3% 1,257 $364K
Dakota Community Bank & Trust NA 1.73% Reduce -1.6% 1,256 $364K
Abel Hall, LLC 0.23% Add +5.6% 1,255 $364K
Unio Capital LLC 0.13% Reduce -5.1% 1,254 $364K
Winch Advisory Services, LLC 0.09% Add +0.2% 1,254 $363K
Peak Asset Management, LLC 0.07% Reduce -2.6% 1,253 $363K
Voisard Asset Management Group, Inc. 0.12% Add +0.1% 1,253 $363K
Leonard Rickey Investment Advisors P.L.L.C. 0.08% Add +5.0% 1,250 $362K
Wescott Financial Advisory Group, LLC 0.04% Reduce -1.3% 1,249 $362K
Trillium Asset Management, LLC 0.01% Add +0.6% 1,250 $362K
Foresight Capital Management Advisors, Inc. 0.21% Add +41.5% 1,247 $362K
Breakwater Capital Group 0.07% Reduce -0.4% 1,247 $361K
Tortoise Investment Management, LLC 0.04% Add +1.8% 1,246 $361K
Integrity Financial Corp 0.21% Add +0.5% 1,246 $361K
Luts & Greenleigh Group, Inc. 0.36% Add +0.3% 1,245 $361K
Beck Mack & Oliver LLC 0.01% Add +8.7% 1,245 $361K
Carson Advisory Inc. 0.25% Reduce -20.7% 1,241 $360K
Vigilare Wealth Management 0.15% Add +0.3% 1,240 $359K
Aspire Capital Advisors LLC 0.10% Reduce -6.0% 1,239 $359K
Gries Financial LLC 0.06% Add +60.0% 1,235 $358K
AAFMAA Wealth Management & Trust LLC 0.16% Reduce -7.5% 1,230 $357K
Alesco Advisors, LLC, An ESL Co 0.01% Add +7.2% 1,230 $357K
Shum Financial Group, Inc. 0.31% Add +1.0% 1,226 $355K
Tufton Capital Management 0.07% Reduce -14.2% 1,225 $355K
Alaska Wealth Advisors, LLC 0.06% Reduce -1.1% 1,225 $355K
Avaii Wealth Management, LLC 0.17% Reduce -1.8% 1,224 $355K
Tempus Wealth Planning, LLC 0.11% Reduce -1.5% 1,224 $355K
Breakthru Advisory Services, LLC 0.32% — 1,223 $355K
Carr Financial Group Corp 0.11% Add +24.9% 1,219 $353K
Red Mountain Financial, LLC 0.38% No change 1,218 $353K
TFR Capital, LLC. 0.18% — 1,218 $353K
Apollon Financial, LLC 0.09% Add +0.1% 1,218 $353K
Calydon Capital 0.07% Reduce -45.9% 1,217 $353K
Round Rock Advisors LLC 0.07% New 1,216 $353K
Trek Financial, LLC 0.03% Reduce -7.0% 1,215 $352K
BXM Wealth LLC 0.49% — 1,214 $352K
New England Capital Financial Advisors LLC 0.17% Add +0.3% 1,214 $352K
Private Client Services, LLC 0.19% Reduce -1.1% 1,212 $351K
Edge Financial Advisors LLC 0.31% Reduce -2.6% 1,211 $351K
Insight 2811, Inc. 0.18% Add +0.4% 1,209 $350K
Howard Wealth Management, LLC 0.19% Add +0.3% 1,209 $350K
E&G Advisors, LLC 0.10% Reduce -7.6% 1,209 $350K
CJM Wealth Advisers, Ltd. 0.12% Add +0.6% 1,206 $350K
Jessup Wealth Management, Inc 0.15% Add +0.2% 1,206 $350K
Highview Capital Management LLC 0.13% No change 1,203 $349K
Atlas Wealth LLC 0.18% Add +4.3% 1,201 $348K
Quantum Private Wealth, LLC 0.11% New 1,200 $348K
Baldwin Wealth Partners LLC 0.02% Reduce -1.4% 1,200 $348K
Marks Group Wealth Management, Inc 0.03% No change 1,199 $348K
VSM Wealth Advisory, LLC 0.12% — 1,199 $348K
Grant Street Asset Management, Inc. 0.09% No change 1,198 $347K
TPG Advisors LLC 0.27% No change 1,197 $347K
Birchcreek Wealth Management, LLC 0.22% Add +18.4% 1,197 $347K
Meredith Wealth Planning 0.15% Add +3.9% 1,197 $347K
Cranbrook Wealth Management, LLC 0.08% Reduce -15.6% 1,195 $346K
Elser Financial Planning, Inc 0.02% Add +0.1% 1,194 $346K
Northside Capital Management, LLC 0.09% No change 1,191 $345K
Reyes Financial Architecture, Inc. 0.27% — 1,191 $345K
Satovsky Asset Management LLC 0.08% Reduce -0.8% 1,187 $344K
Goepper Burkhardt LLC 0.14% No change 1,184 $343K
Alaethes Wealth, LLC 0.12% No change 1,184 $343K
Broadleaf Partners, LLC 0.08% No change 1,181 $342K
Eagle Bluffs Wealth Management LLC 0.18% Reduce -0.3% 1,180 $342K
Wynn Capital, LLC 0.22% Add +6.8% 1,180 $342K
Total Investment Management Inc. 0.05% Add +1.7% 1,178 $342K
Emprise Bank 0.19% Reduce -14.9% 1,177 $341K
Liberty Wealth Management LLC 0.06% Add +0.2% 1,174 $340K
Bruce G. Allen Investments, LLC 0.27% Add +2.5% 1,168 $339K
JFG Wealth Management, LLC 0.08% No change 1,168 $339K
Crescent Grove Advisors, LLC 0.03% No change 1,167 $338K
RBA Wealth Management, LLC 0.13% Reduce -11.2% 1,167 $338K
Towne Trust Company, N.A 0.12% No change 1,164 $337K
Rialto Wealth Management, LLC 0.11% — 1,164 $337K
Crescent Sterling, Ltd. 0.35% No change 1,163 $337K
Convergence Investment Partners, LLC 0.08% Reduce -0.9% 1,162 $337K
Aspire Growth Partners LLC 0.33% — 1,159 $337K
Canal Capital Management, LLC 0.05% Add +2.3% 1,160 $336K
Tiller Private Wealth, Inc. 0.14% Add +2.5% 1,160 $336K
Bigelow Investment Advisors, LLC 0.16% Reduce -18.7% 1,159 $336K
Hughes Financial Services, LLC 0.07% — 1,158 $336K
TCFG Wealth Management, LLC 0.17% Reduce -10.1% 1,157 $335K
Mark Sheptoff Financial Planning, LLC 0.18% No change 1,155 $335K
Nova R Wealth, Inc. 0.17% No change 1,155 $335K
Compass Financial Group, INC 0.06% No change 1,151 $334K
Kelly Financial Services LLC 0.12% Reduce -7.5% 1,151 $334K
Gemmer Asset Management LLC 0.03% Add +2.7% 1,150 $333K
Edgemoor Investment Advisors, Inc. 0.03% Reduce -1.5% 1,149 $333K
True North Advisors, LLC 0.08% Reduce -3.0% 1,143 $331K
Phoenix Wealth Advisors 0.14% No change 1,143 $331K
Access Financial Services, Inc. 0.15% No change 1,141 $331K
Triumph Capital Management 0.11% New 1,140 $331K
MTM Investment Management, LLC 0.13% Reduce -1.5% 1,137 $330K
Fairfield, Bush & Co. 0.19% Reduce -0.1% 1,136 $329K
Family Firm, Inc. 0.07% Add +0.3% 1,135 $329K
Twin Peaks Wealth Advisors, LLC 0.14% Add +1.2% 1,133 $328K
Ruggaard & Associates LLC 0.14% Add +0.5% 1,131 $328K
Sunflower Bank, N.A. 0.09% Add +0.8% 1,129 $327K
Clarus Group, Inc. 0.12% Reduce -30.0% 1,129 $327K
Anderson Financial Strategies, LLC 0.20% — 1,129 $327K
Parkside Advisors LLC 0.08% No change 1,128 $327K
Northwest Wealth Management, LLC 0.07% Reduce -0.1% 1,126 $326K
Websterrogers Financial Advisors, LLC 0.11% New 1,126 $326K
MBL Wealth, LLC 0.03% Reduce -8.9% 1,122 $325K
GenTrust, LLC 0.01% No change 1,118 $324K
Claret Asset Management Corp 0.05% Reduce -0.5% 1,118 $324K
Capital Investment Services of America, Inc. 0.03% No change 1,112 $322K
Northstar Advisory Group, LLC 0.16% Add +11.7% 1,112 $322K
Ballast Advisors LLC 0.10% No change 1,112 $322K
Interchange Capital Partners, LLC 0.12% Reduce -7.4% 1,111 $322K
Watchman Group, Inc. 0.08% No change 1,109 $321K
Dudley Capital Management, LLC 0.16% Reduce -1.1% 1,108 $321K
LifeSteps Financial, Inc. 0.25% Reduce -1.3% 1,105 $320K
Three Magnolias Financial Advisors, LLC 0.34% — 1,103 $320K
Guardian Wealth Advisors, LLC 0.20% Reduce -0.7% 1,101 $319K
Shay Capital LLC 0.08% New 1,100 $319K
Overbrook Management Corp 0.07% No change 1,100 $319K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.05% No change 1,100 $319K
Hamilton Point Investment Advisors, LLC 0.06% Reduce -14.7% 1,099 $319K
Arkansas Financial Group, Inc. 0.05% Reduce -2.0% 1,099 $319K
Wealth Advisory Solutions, LLC 0.09% Add +27.8% 1,098 $318K
Madison Wealth Partners, Inc 0.09% Add +2.4% 1,098 $318K
Accel Wealth Management 0.12% Add +1.1% 1,097 $318K
J.Safra Asset Management Corp 0.03% Add +79.4% 1,098 $318K
Birchbrook, Inc. 0.18% No change 1,095 $317K
4J Wealth Management LLC 0.26% No change 1,094 $317K
Hardy Reed LLC 0.03% New 1,094 $317K
Versant Capital Management, Inc 0.07% Add +49.3% 1,093 $317K
BNC Wealth Management, LLC 0.10% No change 1,091 $316K
Shufro Rose & Co. LLC 0.02% Reduce -12.2% 1,091 $316K
X-Square Capital, LLC 0.13% Reduce -5.3% 1,089 $316K
Armstrong, Fleming & Moore, Inc 0.19% No change 1,089 $316K
Cypress Wealth Services, LLC 0.06% Add +0.2% 1,088 $315K
Catalyst Capital Advisors LLC 0.01% Add +225.8% 1,088 $315K
Christensen, King & Associates Investment Services, Inc. 0.15% Add +0.1% 1,072 $315K
Flaharty Asset Management, LLC 0.05% Reduce -28.1% 1,085 $315K
Sather Financial Group Inc 0.02% Reduce -11.2% 1,085 $314K
Gilman Hill Asset Management, LLC 0.05% Reduce -5.7% 1,083 $314K
Onyx Bridge Wealth Group LLC 0.05% Reduce -4.0% 1,082 $314K
Pine Harbor Wealth Management, LLC 0.13% Reduce -12.2% 1,081 $314K
Wealthspire Retirement, LLC 0.02% Add +0.1% 1,079 $313K
Straightline Group LLC 0.20% — 1,079 $313K
Matrix Asset Advisors Inc. 0.03% Add +0.3% 1,077 $312K
Pacific Sun Financial Corp 0.17% Reduce -1.8% 1,076 $312K
Jag Capital Management, LLC 0.04% Reduce -10.8% 1,076 $312K
Berry Wealth Group, LP 0.22% Add +18.4% 1,075 $312K
Ring Mountain Capital, LLC 0.21% — 1,075 $312K
Baker Tilly Wealth Management, LLC 0.12% Reduce -26.1% 1,072 $311K
Sunbeam Capital Management, LLC 0.29% — 1,072 $311K
Eisler Capital Management Ltd. 0.01% — 1,062 $311K
Cherry Tree Wealth Management, LLC 0.08% No change 1,071 $310K
Madrona Financial Services, LLC 0.08% Reduce -0.4% 1,070 $310K
Walker Asset Management, LLC 0.19% Add +0.2% 1,070 $310K
Hoey Investments, Inc. 0.05% No change 1,068 $310K
Acorns Advisers, LLC 0.00% Add +26.9% 1,066 $309K
TFC Financial Management, Inc. 0.05% Reduce -2.1% 1,065 $309K
Investmark Advisory Group LLC 0.15% Reduce -12.3% 1,064 $308K
Seeds Investor LLC 0.09% Add +11.7% 1,064 $308K
Brooks, Moore & Associates, Inc. 0.18% Reduce -8.6% 1,062 $308K
Auxano Advisors, LLC 0.08% Add +2.6% 1,061 $308K
Mason & Associates Inc 0.07% Add +10.3% 1,061 $308K
Trust Investment Advisors 0.20% Add +1.7% 1,060 $307K
San Luis Wealth Advisors LLC 0.06% Add +1.5% 1,060 $307K
Aua Capital Management, LLC 0.20% No change 1,059 $307K
Sage Rhino Capital LLC 0.07% Reduce -1.3% 1,050 $304K
Fourth Dimension Wealth, LLC 0.16% — 1,049 $304K
Cassady Schiller Wealth Management, LLC 0.11% Add +5.8% 1,049 $304K
Chilton Capital Management LLC 0.01% Reduce -3.1% 1,048 $304K
Ameriflex Group, Inc. 0.14% — 1,052 $304K
Fagan Associates, Inc. 0.05% No change 1,047 $304K
Allen Wealth Management, LLC 0.22% No change 1,047 $304K
McCarter Private Wealth Services LLC 0.19% Reduce -9.1% 1,045 $303K
First National Corp. /Ma/ 0.07% Reduce -1.3% 1,044 $303K
Financial Partners Group, LLC 0.13% Add +3.3% 1,044 $303K
Presidio Capital Management, LLC 0.16% Reduce -2.3% 1,044 $303K
Aviso Wealth Management 0.15% No change 1,044 $303K
RTD Financial Advisors, Inc. 0.04% No change 1,043 $302K
FSM Wealth Advisors, LLC 0.07% Add +9.4% 1,079 $302K
Capital Planning Advisors, LLC 0.05% Reduce -62.4% 1,040 $301K
Cannon Wealth Management Services, LLC 0.26% Add +1.7% 1,039 $301K
Old Port Advisors 0.09% Add +1.0% 1,037 $301K
Financial Symmetry Inc 0.20% No change 1,036 $300K
Stegner Investment Associates Inc. 0.20% Add +3.3% 1,036 $300K
Alexander Labrunerie & Co., Inc. 0.13% No change 1,035 $300K
AlphaMark Advisors, LLC 0.13% No change 1,035 $300K
Newton One Investments LLC 0.12% Add +0.6% 1,034 $300K
Invenio Wealth Partners LLC 0.13% Add +0.2% 1,034 $300K
Concentric Capital Strategies, LP 0.02% Reduce -79.8% 1,031 $299K
49 Wealth Management, LLC 0.04% Add +3.0% 1,030 $299K
Level Wealth Management LLC 0.21% — 1,030 $299K
Aufman Associates Inc 0.20% Reduce -9.0% 1,029 $298K
Virtue Capital Management, LLC 0.06% Reduce -2.5% 1,029 $298K
Oder Investment Management, LLC 0.25% Reduce -6.4% 1,028 $298K
IFG Advisors, LLC 0.06% Add +1.0% 1,026 $297K
WFA Asset Management Corp 0.16% Reduce -2.8% 1,026 $297K
Opinicus Capital, Inc. 0.25% Add +3.4% 1,025 $297K
Sulzberger Capital Advisors, Inc. 0.34% — 1,023 $297K
Agate Pass Investment Management, LLC 0.13% Reduce -0.1% 1,023 $297K
Sterling Financial Planning, Inc. 0.11% Reduce -47.6% 1,023 $297K
Bond & Devick Financial Network, Inc. 0.13% No change 973 $296K
OneAscent Family Office, LLC 0.54% — 1,021 $296K
Kapstone Financial Advisors LLC 0.16% Reduce -82.8% 1,018 $295K
Hemington Wealth Management 0.07% Add +5.5% 1,021 $295K
LifeWealth Investments, LLC 0.19% — 1,009 $293K
Eclectic Associates Inc. 0.09% Add +0.3% 1,006 $292K
Kathmere Capital Management, LLC 0.03% Add +21.8% 1,005 $291K
Veltria Advisors Corp. 0.12% Add +7.6% 1,005 $291K
Hofer & Associates. Inc 0.20% Add +0.6% 1,003 $291K
Asset Allocation & Management Company, LLC 0.16% New 1,000 $290K
James J. Burns & Company, LLC 0.05% Add +0.7% 997 $290K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 1,000 $290K
Hoxton Planning & Management, LLC 0.11% Add +2.4% 1,000 $290K
Wingate Wealth Advisors, Inc. 0.28% — 1,000 $290K
Gouws Capital LLC 0.20% No change 1,000 $290K
Hedges Asset Management LLC 0.19% No change 1,000 $290K
Capitolis Liquid Global Markets LLC 0.00% No change 1,000 $290K
RFG - Bristol Wealth Advisors, LLC 0.10% — 999 $290K
Westside Investment Management, Inc. 0.06% Add +61.5% 998 $289K
RW Investment Management LLC 0.04% No change 997 $289K
Kwmg, LLC 0.03% Add +1.4% 996 $289K
Sage Capital Management, LLC 0.15% Add +0.2% 994 $288K
Plotkin Financial Advisors, LLC 0.17% No change 992 $288K
Woodley Farra Manion Portfolio Management Inc. 0.01% No change 991 $287K
Novare Capital Management LLC 0.02% Reduce -10.7% 990 $287K
Octavia Wealth Advisors, LLC 0.03% Reduce -1.5% 988 $287K
Tobam 0.09% Reduce -30.8% 987 $286K
Ingalls & Snyder LLC 0.01% No change 988 $286K
Financial Perspectives, Inc 0.10% Add +4.2% 986 $286K
Realta Investment Advisors 0.12% Reduce -51.5% 969 $286K
Provident Wealth Management, LLC 0.10% Add +2.1% 985 $286K
Praetorian Wealth Management, Inc. 0.07% New 984 $285K
Gitterman Wealth Management, LLC 0.12% Add +0.2% 981 $284K
Mitchell Sinkler & Starr 0.08% Add +2.6% 978 $284K
Safeguard Investment Advisory Group, LLC 0.08% Reduce -5.2% 976 $283K
LexAurum Advisors, LLC 0.06% Add +47.9% 976 $283K
Litman Gregory Wealth Management LLC 0.02% No change 976 $283K
Cabot Wealth Management Inc. 0.04% No change 975 $283K
Retirement Investment Advisors, Inc. 0.03% No change 974 $282K
Richmond Investment Services, LLC 0.16% — 972 $282K
Heritage Wealth Management, Inc. 0.24% Add +0.5% 971 $281K
Jacobsen Capital Management 0.12% Add +0.7% 971 $281K
Triad Wealth Partners, LLC 0.10% New 969 $281K
Cora Capital Advisors LLC 0.14% Reduce -5.5% 966 $280K
NorthStar Asset Management LLC 0.18% Add +0.1% 965 $280K
Partners Wealth Management, LLC 0.32% — 962 $279K
Beacon Financial Group 0.03% Reduce -7.1% 961 $279K
Okabena Investment Services Inc. 0.08% No change 960 $278K
Harris Associates (Oakmark Funds) 0.00% New 960 $278K
West Oak Capital, LLC 0.15% No change 959 $278K
1 North Wealth Services LLC 0.12% — 958 $278K
Morton Brown Family Wealth, LLC 0.10% Reduce -21.9% 958 $278K
Conservest Capital Advisors, Inc. 0.03% Reduce -11.1% 957 $278K
McIlrath & Eck, LLC 0.04% Reduce -37.7% 957 $277K
Granite Bay Wealth Management, LLC 0.10% New 955 $277K
Members Capital Advisors Inc. 0.25% No change 954 $277K
Patten Group, Inc. 0.06% Add +3.1% 952 $276K
Ariadne Wealth Management, LP 0.13% Add +2.4% 894 $276K
Ardent Capital Management, Inc. 0.13% No change 951 $276K
High Note Wealth, LLC 0.07% Reduce -7.5% 949 $275K
Godsey & Gibb, Inc. 0.03% Reduce -2.8% 945 $274K
Lee Financial Co 0.04% Add +0.2% 941 $273K
Barnes Pettey Financial Advisors, LLC 0.21% No change 940 $272K
Global Strategic Investment Solutions, LLC 0.03% Add +42.6% 940 $272K
Monument Group Wealth Advisors, LLC 0.19% Reduce -5.1% 939 $272K
1858 Wealth Management, LLC 0.22% No change 938 $272K
Code Waechter LLC 0.24% Reduce -4.9% 937 $272K
Avalon Trust Co 0.02% Reduce -1.6% 937 $272K
VanWeelden Wealth Management, LLC 0.24% — 935 $271K
Virtu Financial LLC 0.01% Reduce -82.7% 935 $271K
Benchmark Financial Wealth Advisors, LLC 0.09% Reduce -4.2% 932 $270K
One Wealth Advisors, LLC 0.04% No change 931 $270K
Lane & Associates LLC 0.14% Add +1.1% 934 $270K
Verus Financial Partners, Inc. 0.03% Reduce -0.4% 955 $270K
Sargent Investment Group, LLC 0.04% Reduce -13.2% 950 $269K
Synergy Investment Management, LLC 0.12% — 928 $269K
Cercano Management LLC 0.01% No change 927 $269K
SIMA Wealth Partners, LLC 0.23% No change 925 $268K
Randall & Associates Wealth Management 0.22% Add +22.8% 922 $267K
Values Added Financial LLC 0.15% Add +3.4% 922 $267K
Matauro, LLC 0.06% — 922 $267K
Loomis Sayles & Co. L P 0.00% Reduce -12.4% 922 $267K
Parvin Asset Management, LLC 0.29% — 920 $267K
ROI Financial Advisors, LLC 0.18% Reduce -4.2% 920 $267K
Martingale Asset Management L P 0.01% Reduce -24.0% 919 $266K
Estabrook Capital Management 0.04% Reduce -57.2% 918 $266K
McDonough Capital Management, Inc 0.16% No change 916 $266K
Grandview Asset Management LLC 0.10% New 915 $265K
NWF Advisory Services Inc. 0.04% New 912 $264K
Crumly & Associates Inc. 0.07% No change 909 $264K
Flagship Private Wealth, LLC 0.13% No change 909 $264K
Visionary Horizons, LLC 0.17% Reduce -5.2% 909 $264K
Cambridge Advisors Inc. 0.06% Add +11.7% 908 $263K
Perkins Coie Trust Co 0.06% No change 908 $263K
Correct Capital Wealth Management 0.05% Add +5.8% 905 $262K
Resolute Wealth Strategies, LLC 0.13% Add +0.6% 904 $262K
Safeguard Financial, LLC 0.06% New 903 $262K
Bristlecone Advisors, LLC 0.02% Add +15.2% 902 $261K
West Coast Financial LLC 0.03% Reduce -1.9% 901 $261K
Covestor Ltd 0.16% Add +4.0% 899 $261K
Matthew Goff Investment Advisor, LLC 0.05% Add +3.9% 900 $261K
Adero Partners, LLC 0.02% Add +10.1% 898 $260K
Facet Wealth, Inc. 0.01% Add +7.8% 884 $260K
Advisors Management Group Inc. 0.06% Reduce -2.7% 895 $260K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -7.2% 896 $260K
Graver Capital Management, LLC 0.27% — 894 $259K
Blalock Williams, LLC 0.30% — 893 $259K
SeaBridge Investment Advisors LLC 0.05% No change 890 $258K
Transatlantique Private Wealth LLC 0.10% No change 890 $258K
Mindset Wealth Management, LLC 0.09% No change 889 $258K
Flywheel Private Wealth LLC 0.24% — 888 $257K
Northwest Quadrant Wealth Management, LLC 0.06% Add +0.6% 887 $257K
Sykon Capital LLC 0.09% No change 887 $257K
SGL Investment Advisors, Inc. 0.13% Add +23.5% 835 $257K
Pollock Investment Advisors, LLC 0.21% — 885 $257K
Wealth Effects LLC 0.09% Reduce -33.4% 885 $257K
Smith & Howard Wealth Management, LLC 0.07% No change 885 $257K
Courage Miller Partners, LLC 0.09% Reduce -2.4% 883 $256K
Liberty Square Wealth Partners LLC 0.09% — 828 $255K
Strategic Financial Concepts, LLC 0.05% Add +4.5% 880 $255K
Nelson Capital Management, LLC 0.04% No change 880 $255K
Private Capital Management LLC 0.05% Reduce -24.8% 879 $255K
Wittenberg Investment Management, Inc. 0.10% No change 875 $254K
Firethorn Wealth Partners, LLC 0.13% Add +4.5% 875 $254K
Wealthstream Advisors, Inc. 0.05% Reduce -31.6% 874 $253K
Red Wave Investments LLC 0.09% Add +0.1% 872 $253K
Summit Wealth Partners, LLC 0.05% Add +24.4% 871 $253K
Blue Barn Wealth, LLC 0.13% Add +4.3% 871 $252K
Holos Integrated Wealth LLC 0.17% — 870 $252K
IRON Financial LLC 0.14% Add +0.5% 870 $252K
Second Line Capital, LLC 0.07% No change 869 $252K
Roehl & Yi Investment Advisors, LLC 0.14% — 868 $252K
Middleton & Co. Inc. 0.03% Add +3.6% 866 $251K
Fairscale Capital, LLC 0.22% No change 866 $251K
Dunhill Financial, LLC 0.12% Add +4.7% 866 $251K
Signature Wealth Management Partners, LLC 0.17% No change 865 $251K
Alpha Financial Partners LLC 0.20% New 861 $250K
Orion Investment Co 0.10% No change 860 $249K
Austin Wealth Management, LLC 0.05% Add +15.5% 885 $249K
Aspen Grove Capital, LLC 0.05% Add +1.9% 856 $248K
Beacon Capital Management, LLC 0.03% Add +7.3% 855 $248K
Horan Capital Advisors, LLC. 0.08% Add +11.0% 855 $248K
Hirtle & Co., LLC 0.01% New 855 $248K
Earned Wealth Advisors, LLC 0.08% Add +9.1% 855 $248K
Aurdan Capital Management, LLC 0.10% — 854 $248K
Running Point Capital Advisors, LLC 0.08% Add +22.2% 853 $247K
Joule Financial, LLC 0.09% Add +0.2% 851 $247K
Napatree Capital LLC 0.14% Add +28.2% 850 $246K
Oberweis Asset Management Inc./ 0.01% Add +0.1% 848 $246K
Gold Investment Management Ltd. 0.10% Reduce -1.5% 848 $246K
Jacobson & Schmitt Advisors, LLC 0.05% Add +5.0% 840 $244K
NavPoint Financial, Inc. 0.19% No change 837 $243K
Studio Investment Management LLC 0.05% No change 836 $242K
Innova Wealth Partners 0.15% New 834 $242K
Solstein Capital, LLC 0.14% No change 834 $242K
Private Capital Advisors, Inc. 0.03% New 834 $242K
VanderPol Investments L.L.C. 0.53% Add +8.0% 833 $241K
Franklin, Parlapiano, Turner & Welch, LLC 0.07% No change 832 $241K
OMNI 360 Wealth, Inc. 0.16% Reduce -4.6% 831 $241K
Decker Retirement Planning Inc. 0.14% — 831 $241K
Northeast Financial Group, Inc. 0.09% Add +2.1% 831 $241K
Pachira Investments Inc. 0.15% Add +10.4% 830 $240K
Revisor Wealth Management LLC 0.22% Reduce -37.9% 822 $240K
Lebenthal Global Advisors, LLC 0.04% Add +23.8% 827 $240K
Dahring | Cusmano LLC 0.22% — 827 $240K
Buffington Mohr McNeal 0.04% Add +2.0% 826 $240K
Transce3nd, LLC 0.08% — 826 $239K
Stewardship Advisors, LLC 0.07% Add +5.1% 826 $239K
Ade, LLC 0.15% Add +0.1% 826 $239K
HHM Wealth Advisors, LLC 0.03% Add +13.5% 825 $239K
Magnolia Capital Advisors LLC 0.06% New 825 $239K
Greenbush Financial Group, LLC 0.13% — 825 $239K
Cable Hill Partners, LLC 0.02% No change 825 $239K
New England Professional Planning Group Inc. 0.12% Add +3.8% 824 $239K
Chokshi & Queen Wealth Advisors, Inc 0.15% — 824 $239K
Stonebridge Financial Planning Group, LLC 0.11% No change 824 $239K
Thompson Investment Management, Inc. 0.03% Add +0.1% 823 $239K
Asset Management Group, Inc. 0.04% Add +0.5% 823 $239K
Significant Wealth Partners LLC 0.12% Reduce -64.8% 821 $238K
Mb, Levis & Associates, LLC 0.12% No change 819 $238K
Watershed Private Wealth LLC 0.09% No change 817 $237K
Investors Research Corp 0.05% No change 816 $237K
St. Clair Advisors, LLC 0.07% No change 815 $236K
MRA Advisory Group 0.13% New 815 $236K
Continuum Wealth Advisors, LLC 0.12% No change 814 $236K
Greenline Partners, LLC 0.03% Reduce -77.5% 814 $236K
Burt Wealth Advisors 0.06% No change 813 $236K
Wagner Wealth Management, LLC 0.06% Add +0.3% 811 $235K
Wealth Advisors of Iowa, LLC 0.12% Reduce -1.5% 811 $235K
Ellevest, Inc. 0.01% Reduce -36.0% 810 $235K
Rockbridge Investment Management, LCC 0.03% No change 809 $235K
Plan Group Financial, LLC 0.12% Reduce -2.4% 806 $234K
Hickory Asset Management, Inc. 0.20% — 806 $234K
Fort Point Capital Partners LLC 0.03% Add +15.8% 804 $233K
McGowan Group Asset Management, Inc. 0.03% Add +0.1% 804 $233K
Severin Investments, LLC 0.23% — 803 $233K
Adams Wealth Management 0.04% Add +0.3% 802 $232K
CacheTech Inc. 0.04% Add +0.3% 802 $232K
Legacy Financial Group, Inc. 0.07% Add +0.1% 801 $232K
Scott & Selber, Inc. 0.07% New 799 $232K
Clay Northam Wealth Management, LLC 0.15% No change 800 $232K
Ledgewood Wealth Advisors, LLC 0.15% No change 800 $232K
Gabelli Funds LLC 0.00% New 800 $232K
Apriem Advisors 0.03% Add +5.1% 799 $232K
Moisand Fitzgerald Tamayo, LLC 0.03% Reduce -4.2% 799 $232K
Northstar Asset Management Inc. 0.06% Reduce -11.2% 799 $232K
Saxony Capital Management, LLC 0.20% Reduce -0.1% 798 $231K
Kelly Lawrence W & Associates Inc. 0.05% Reduce -35.0% 797 $231K
LifeGuide Financial Advisors, LLC 0.10% Reduce -0.8% 795 $230K
Gill Capital Partners, LLC 0.08% Reduce -2.3% 795 $230K
AGH Wealth Advisors, LLC 0.21% — 793 $230K
New Covenant Trust Company, N.A. 0.23% Reduce -2.1% 793 $230K
Root Financial Partners, LLC 0.03% New 790 $229K
Mullaney, Keating & Wright, Inc. 0.15% No change 790 $229K
Lifestyle Asset Management, Inc. 0.12% Add +7.3% 790 $229K
True Wealth Design, LLC 0.09% Add +1.0% 784 $227K
VestGen Investment Management 0.06% Add +12.3% 784 $227K
Conrad Siegel Investment Advisors, Inc. 0.06% New 784 $227K
Cape Investment Advisory, Inc. 0.09% Reduce -6.0% 783 $227K
Tandem Investment Advisors, Inc. 0.01% Add +9.4% 782 $227K
Turning Point Benefit Group, Inc. 0.22% — 799 $227K
M.E. Allison & Co., Inc. 0.25% — 781 $227K
Sylvest Advisors, LLC 0.14% — 780 $226K
Capstone Wealth Management Group, LLC 0.12% Reduce -0.3% 779 $226K
Acorn Creek Capital LLC 0.12% Add +1.8% 778 $225K
Tranquility Partners, LLC 0.08% Add +0.1% 777 $225K
Beacon Financial Strategies CORP 0.15% No change 776 $225K
Wills Financial Group, Inc. 0.10% No change 775 $225K
RVW Wealth, LLC 0.02% Add +0.3% 775 $225K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -7.9% 797 $224K
Strait & Sound Wealth Management LLC 0.10% No change 772 $224K
Pacific Capital Wealth Advisors, Inc. 0.04% Reduce -0.8% 772 $224K
Optivise Advisory Services LLC 0.12% New 771 $224K
Regimen Wealth, LLC 0.07% Reduce -0.1% 770 $223K
Elevatus Welath Management 0.08% Add +5.3% 769 $223K
Willow Creek Wealth Management Inc. 0.02% No change 769 $223K
KG Capital Management 0.07% Reduce -1.3% 768 $223K
Measured Wealth Private Client Group, LLC 0.07% Add +0.7% 768 $223K
Breed's Hill Capital LLC 0.12% New 766 $222K
Nautilus Advisors LLC 0.18% — 765 $222K
Madden Advisory Services, Inc. 0.10% Reduce -3.0% 762 $221K
DecisionMap Wealth Management, LLC 0.17% — 761 $221K
Victory Financial Group, LLC 0.06% — 760 $220K
Tennessee Valley Asset Management Partners 0.04% New 760 $220K
Passive Capital Management, LLC. 0.08% No change 758 $220K
Ceera Investments, LLC 0.08% No change 757 $219K
WMG Financial Advisors, LLC 0.09% Add +4.3% 755 $219K
Balefire, LLC 0.07% Reduce -6.9% 747 $219K
Orion Capital Management LLC 0.10% No change 751 $218K
Roberts Glore & Co. Inc. 0.06% No change 751 $218K
Leeward Financial Partners, LLC 0.08% No change 750 $217K
Triton Wealth Management, PLLC 0.11% Add +2.8% 740 $217K
Home Federal Bank of Tennessee 0.06% Reduce -8.4% 749 $217K
Monograph Wealth Advisors, LLC 0.03% New 749 $217K
Rwwm, Inc. 0.02% No change 749 $217K
Arcus Capital Partners, LLC 0.07% Add +0.5% 769 $217K
Landing Point Financial Group, LLC 0.17% — 705 $217K
Horan Securities, Inc. 0.08% Add +0.5% 743 $215K
Dynamic Financial Group 0.22% — 742 $215K
Private Wealth Advisors, LLC 0.09% Add +0.5% 741 $215K
Long Run Wealth Advisors, LLC 0.05% Add +0.4% 739 $214K
Drucker Wealth 3.0, LLC 0.05% Add +3.8% 739 $214K
Inspire Advisors, LLC 0.03% Add +1.4% 738 $214K
OneAscent Wealth Management LLC 0.09% Reduce -39.3% 737 $214K
Plan A Wealth LLC 0.20% — 738 $214K
Signature Wealth Management Group 0.09% Reduce -3.9% 738 $214K
Cornerstone Wealth Advisors, Inc. 0.06% No change 738 $214K
Leslie Global Wealth, LLC 0.10% Add +8.7% 737 $214K
Independent Wealth Network Inc. 0.09% Add +5.1% 736 $213K
Sigma Investment Counselors Inc. 0.01% Reduce -13.4% 735 $213K
Seven Springs Wealth Group, LLC 0.08% No change 735 $213K
Bradley & Co. Private Wealth Management, LLC 0.13% — 734 $213K
Robinson Smith Wealth Advisors LLC 0.18% No change 733 $212K
Castleview Partners, LLC 0.11% Add +13.4% 726 $212K
Weaver Consulting Group 0.07% Add +0.6% 733 $212K
Hickory Point Bank & Trust 0.19% — 732 $212K
Applied Capital LLC 0.11% No change 732 $212K
Financial Harvest, LLC 0.18% — 731 $212K
Forefront Wealth Partners, LLC 0.16% — 731 $212K
Vista Cima Wealth Management LLC 0.22% — 728 $211K
Clarity Wealth Advisors, LLC 0.06% Reduce -2.0% 728 $211K
GEN Financial Management, INC. 0.14% — 726 $210K
Tandem Capital Management Corp. 0.11% No change 725 $210K
Knollwood Investment Advisory, LLC 0.02% No change 725 $210K
Prism Advisors, Inc. 0.06% No change 723 $210K
Norris Perne & French LLP 0.02% New 722 $209K
Smallwood Wealth Investment Management, LLC 0.14% Add +7.4% 722 $209K
Ellis Investment Partners, LLC 0.04% Add +0.3% 721 $209K
Linden Thomas Advisory Services, LLC 0.03% Reduce -1.4% 720 $209K
Clarity Financial LLC 0.03% Reduce -34.3% 720 $209K
Marietta Wealth Management, LLC 0.03% New 719 $208K
Pacific Point Advisors, LLC 0.13% — 719 $208K
Northwest Capital Management Inc 0.09% No change 716 $208K
Retirement Planning Group, LLC / NY 0.23% — 716 $208K
Parkwoods Wealth Partners, LLC 0.16% Add +0.7% 715 $207K
Safir Wealth Advisors, LLC 0.16% No change 715 $207K
Seneca Financial Advisors LLC 0.10% No change 715 $207K
New Jersey Better Educational Savings Trust 0.40% No change 713 $207K
Shira Ridge Wealth Management 0.10% Add +6.9% 713 $207K
Mills Wealth Advisors LLC 0.12% New 712 $206K
Brass Tax Wealth Management, Inc. 0.04% Add +0.1% 710 $206K
Horizon Investment Services, LLC 0.09% Reduce -7.8% 708 $206K
Fonville Wealth Management LLC 0.07% Add +0.1% 707 $205K
Southern Capital Advisors, LLC 0.11% Add +2.9% 706 $205K
Gardner Russo & Quinn 0.00% No change 705 $204K
Concorde Asset Management, LLC 0.11% Reduce -55.1% 705 $204K
Cherry Creek Investment Advisors, Inc. 0.10% Add +0.6% 705 $204K
Barrett & Company, Inc. 0.09% Add +1.6% 704 $204K
W1M Investment Management Ltd 0.00% New 701 $203K
Greater Midwest Financial Group, LLC 0.13% Add +0.6% 700 $203K
Financial Council, LLC 0.10% No change 700 $203K
Skylands Capital, LLC 0.03% Reduce -17.6% 700 $203K
FSA Advisors, Inc. 0.25% Reduce -1.4% 699 $203K
PCG Wealth Advisors, LLC 0.07% Add +3.3% 699 $202K
Fort Sheridan Advisors LLC 0.03% Add +0.3% 698 $202K
Mascoma Wealth Management LLC 0.05% No change 695 $201K
Arrowroot Family Office, LLC 0.10% New 694 $201K
Summit Place Financial Advisors, LLC 0.11% No change 694 $201K
Roof Eidam Maycock Peralta, LLC 0.05% No change 693 $201K
Fortress Financial Group, LLC 0.20% — 692 $201K
Everstar Asset Management, LLC 0.14% Reduce -1.7% 691 $200K
Joel Adams & Associates, Inc. 0.18% — 690 $200K
Kelly Financial Group LLC 0.07% — 690 $200K
Slocum, Gordon & Co LLP 0.16% No change 688 $199K
LGT Financial Advisors LLC 0.43% Reduce -2.3% 667 $193K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +14.5% 665 $193K
Wintrust Investments LLC 0.17% Reduce -9.4% 661 $191K
Access Investment Management LLC 0.05% No change 650 $188K
Medallion Wealth Advisors, LLC 0.09% — 636 $187K
Princeton Global Asset Management LLC 0.03% Reduce -86.6% 634 $184K
Hopwood Financial Services, Inc. 0.14% — 628 $182K
Truvestments Capital LLC 0.05% Add +9.4% 617 $179K
SWAN Capital LLC 0.09% No change 615 $178K
Centricity Wealth Management, LLC 0.16% — 609 $177K
Hall Laurie J Trustee 0.06% Reduce -4.0% 607 $176K
Frazier Financial Advisors, LLC 0.14% No change 607 $176K
Avion Wealth 0.04% Add +52.9% 607 $175K
Pineridge Advisors LLC 0.07% Reduce -4.4% 602 $175K
Stuart Chaussee & Associates, Inc. 0.04% Reduce -23.2% 597 $173K
Private Wealth Management Group, LLC 0.07% Add +3.1% 596 $173K
Fortis Group Advisors, LLC 0.03% No change 583 $169K
Sugarloaf Wealth Management, LLC 0.03% Add +0.2% 580 $168K
Banque de Luxembourg S.A. 0.09% — 577 $168K
Tsfg, LLC 0.03% Add +0.2% 567 $164K
CarsonAllaria Wealth Management, Ltd. 0.09% Add +0.2% 556 $161K
Flagship Wealth Advisors, LLC 0.09% — 556 $161K
Darwin Wealth Management, LLC 0.05% Reduce -20.3% 554 $161K
Belmont Capital, LLC 0.03% Reduce -66.3% 552 $160K
Bellwether Advisors, LLC 0.03% New 542 $157K
Western Pacific Wealth Management, LP 0.13% Reduce -13.9% 539 $156K
GW&K Investment Management, LLC 0.00% Add +3.7% 533 $155K
Creative Financial Designs Inc. 0.01% Reduce -49.9% 530 $154K
Householder Group Estate & Retirement Specialist, LLC 0.11% Reduce -82.3% 528 $153K
Quarry LP 0.03% Add +1284.2% 526 $152K
Kestra Investment Management, LLC 0.01% New 524 $152K
Bellevue Asset Management, LLC 0.08% No change 520 $151K
Stephens Consulting, LLC 0.04% Add +17.0% 516 $150K
Twin Lakes Capital Management, LLC 0.09% No change 508 $147K
Hazlett, Burt & Watson, Inc. 0.07% No change 508 $147K
Pacifica Partners Inc. 0.06% No change 499 $146K
Robinswood Financial LLC 0.06% No change 503 $146K
Spurstone Advisory Services, LLC 2.76% — 500 $145K
LFA - Lugano Financial Advisors SA 0.09% No change 500 $145K
Hager Investment Management Services, LLC 0.09% — 499 $145K
Atlatl Advisers LLC 0.08% — 494 $143K
Country Trust Bank 0.00% No change 476 $138K
ESL Trust Services, LLC 0.03% Add +540.5% 474 $137K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% Reduce -5.8% 470 $136K
Financial Management Professionals, Inc. 0.02% Reduce -1.7% 467 $135K
Compass Financial Services Inc 0.08% — 466 $135K
TruNorth Capital Management, LLC 0.04% Reduce -1.3% 463 $134K
Retirement Wealth Solutions LLC 0.11% — 474 $134K
Costello Asset Management, INC 0.09% Reduce -2.8% 458 $133K
S&T Bank 0.04% New 457 $132K
WealthCollab, LLC 0.08% No change 450 $130K
10Elms LLP 0.16% — 450 $130K
Horizon Bancorp Inc. 0.06% Reduce -8.1% 442 $128K
CBIZ Investment Advisory Services, LLC 0.01% Add +1.4% 435 $126K
Trifecta Capital Advisors, LLC 0.02% No change 422 $122K
Measured Risk Portfolios, Inc. 0.14% — 421 $122K
Copeland Capital Management, LLC 0.00% No change 416 $121K
Pension & Wealth Management Advisors, Inc. 0.05% Add +1.2% 415 $120K
Putney Financial Group LLC 0.11% — 412 $119K
Boyd Watterson Asset Management LLC 0.03% No change 412 $119K
Murphy & Mullick Capital Management Corp 0.11% — 408 $118K
Caitlin John, LLC 0.08% Add +3.3% 405 $117K
Blume Capital Management, Inc. 0.03% No change 400 $116K
WPG Advisers, LLC 0.11% — 398 $115K
IAG Wealth Partners, LLC 0.02% No change 395 $115K
Iron Horse Wealth Management, LLC 0.04% Add +19.8% 394 $114K
Beaird Harris Wealth Management, LLC 0.01% Add +23.5% 384 $111K
Meeder Asset Management Inc. 0.01% Reduce -5.9% 380 $110K
Pacific Center for Financial Services 0.03% No change 377 $109K
Pflug Koory, LLC 0.01% No change 376 $109K
Carolinas Wealth Consulting LLC 0.02% Reduce -1.1% 369 $107K
Silicon Valley Capital Partners 0.01% Add +0.8% 365 $106K
Finley Financial, LLC 0.05% — 361 $102K
CGC Financial Services, LLC 0.04% No change 350 $101K
Game Plan Financial Advisors, LLC 0.05% No change 350 $101K
Sugar Maple Asset Management, LLC 0.07% New 337 $98K
Menard Financial Group LLC 0.06% New 331 $96K
Briaud Financial Planning Inc 0.04% Add +73.7% 330 $95K
Kiely Wealth Advisory Group, Inc. 0.06% No change 308 $95K
Brown Shipley& Co Ltd 0.05% No change 324 $94K
Westend Capital Management, LLC 0.03% Reduce -12.9% 318 $92K
Delos Wealth Advisors, LLC 0.07% Add +5.3% 316 $92K
MidAtlantic Capital Management, Inc. 0.07% No change 315 $91K
Centerpoint Advisors, LLC 0.03% No change 313 $91K
Main Street Group, LTD 0.04% Reduce -1.3% 311 $90K
New Wave Wealth Advisors LLC 0.04% New 310 $90K
Accredited Wealth Management, LLC 0.08% — 308 $89K
Redwood Park Advisors LLC 0.08% — 306 $89K
Abound Wealth Management 0.03% Add +1.0% 303 $88K
Aspect Partners, LLC 0.05% Reduce -3.5% 302 $88K
Sierra Ocean, LLC 0.07% — 300 $87K
Roble, Belko & Company, Inc 0.01% New 300 $87K
First Pacific Financial 0.02% No change 300 $87K
Luminist Capital LLC 0.15% — 292 $85K
Financially Speaking Inc 0.06% — 292 $85K
Park Place Capital Corp 0.02% No change 291 $84K
Consultiva Wealth Management, Corp. 0.42% New 287 $83K
Cornerstone Planning Group LLC 0.02% Add +4.0% 283 $83K
Bell Investment Advisors, Inc 0.02% Add +8.0% 285 $83K
Lummis Asset Management, LP 0.10% No change 282 $82K
Ruedi Wealth Management, Inc. 0.03% No change 276 $80K
Paladin Advisory Group, LLC 0.06% Reduce -11.8% 268 $78K
Pin Oak Investment Advisors Inc. 0.07% No change 249 $76K
EnRich Financial Partners LLC 0.02% No change 256 $74K
IMG Wealth Management, Inc. 0.07% — 244 $71K
Riggs Asset Managment Co. Inc. 0.02% Reduce -69.3% 236 $68K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -29.7% 237 $68K
Vermillion Wealth Management, Inc. 0.03% — 230 $67K
Ogorek Anthony Joseph /NY/ 0.02% Add +9.8% 225 $65K
Principia Wealth Advisory, LLC 0.06% — 218 $63K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 216 $63K
Global Wealth Strategies & Associates 0.02% No change 205 $59K
FSA Wealth Management LLC 0.02% Reduce -14.0% 203 $59K
Summit Securities Group LLC 0.02% New 200 $58K
SRH Advisors, LLC 0.02% No change 200 $58K
Knights of Columbus Asset Advisors LLC 0.00% No change 200 $58K
Semmax Financial Advisors Inc. 0.02% Reduce -4.2% 185 $57K
PrairieView Partners, LLC 0.01% No change 200 $57K
Mowery & Schoenfeld Wealth Management, LLC 0.11% New 187 $54K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 184 $53K
Tanglewood Legacy Advisors, LLC 0.02% No change 181 $52K
Criterion Capital Advisors, LLC 0.03% No change 205 $52K
Mizuho Bank, Ltd. 0.01% New 180 $52K
First Community Trust NA 0.04% No change 178 $52K
AllSquare Wealth Management LLC 0.03% No change 173 $50K
McClarren Financial Advisors, Inc. 0.14% New 170 $49K
Financial Life Planners 0.04% — 169 $49K
Canton Hathaway, LLC 0.01% No change 165 $48K
Keener Financial Planning LLC 0.03% No change 157 $45K
Marshall & Sterling Wealth Advisors Inc. 0.03% — 155 $45K
Transcendent Capital Group LLC 0.02% No change 153 $44K
REAP Financial Group, LLC 0.01% Add +32.2% 152 $44K
Tidemark, LLC 0.02% No change 150 $44K
Accent Capital Management, LLC 0.02% No change 150 $43K
Prudent Man Investment Management, Inc. 0.02% — 150 $43K
Lowe Wealth Advisors, LLC 0.02% No change 150 $43K
Kings Path Partners LLC 0.02% No change 148 $43K
West Financial Advisors, LLC 0.01% No change 145 $42K
Hara Capital LLC 0.03% No change 145 $42K
MPWM Advisory Solutions, LLC 0.03% — 140 $41K
Davis Capital Management 0.03% Add +4.5% 138 $40K
Activest Wealth Management 0.01% Reduce -6.4% 131 $38K
Marshall Investment Management, LLC 0.02% — 120 $37K
Chelsea Counsel Co. 0.02% No change 125 $36K
Capital A Wealth Management, LLC 0.06% — 123 $36K
Raffa Wealth Management, LLC 0.01% Add +7.1% 120 $35K
Richard W. Paul & Associates, LLC 0.01% No change 119 $34K
Arcadia Investment Advisors LLC 0.02% No change 116 $34K
FLP Wealth Management, LLC 0.09% — 116 $34K
RE Dickinson Investment Advisors, LLC 0.03% Add +8.6% 114 $33K
Clear Investment Research, LLC 0.04% No change 107 $31K
Copia Wealth Management 0.03% — 106 $31K
Legend Financial Advisors, Inc. 0.02% No change 105 $30K
Fairway Wealth LLC 0.01% Add +110.0% 105 $30K
GKV Capital Management Co., Inc. 0.01% — 105 $30K
Collier Financial 0.03% — 100 $29K
Pinney & Scofield, Inc. 0.02% — 100 $29K
Financial Gravity Companies, Inc. 0.01% Add +4900.0% 100 $29K
Proffitt & Goodson Inc. 0.00% Add +2.1% 96 $28K
Signature Resources Capital Management, LLC 0.02% Reduce -6.8% 96 $28K
Comprehensive Financial Planning, Inc. 0.02% — 94 $27K
Luken Investment Analytics, LLC 0.01% No change 92 $27K
Atala Financial Inc 0.02% — 88 $26K
Legacy Investment Solutions, LLC 0.02% No change 85 $25K
Legacy Wealth Managment, LLC 0.02% No change 85 $25K
HighMark Wealth Management LLC 0.01% Add +2.4% 86 $25K
Mendota Financial Group, LLC 0.01% Reduce -28.4% 78 $23K
Future Financial Wealth Managment LLC 0.01% No change 70 $20K
NewSquare Capital LLC 0.00% Add +21.8% 67 $19K
Breakwater Investment Management 0.01% No change 64 $19K
XY Capital Ltd 0.02% New 61 $18K
Dogwood Wealth Management LLC 0.01% No change 58 $17K
Bear Mountain Capital, Inc. 0.01% No change 58 $16K
Valued Wealth Advisors LLC 0.01% Add +14.9% 54 $16K
Mountain Hill Investment Partners Corp. 0.02% — 54 $16K
Promus Capital, LLC 0.01% — 54 $16K
Grayhawk Investment Strategies Inc. 0.03% No change 53 $15K
Disciplined Equity Management, Inc. 0.01% No change 51 $15K
Perritt Capital Management Inc 0.01% No change 47 $14K
FPC Investment Advisory, Inc. 0.01% Add +425.0% 42 $12K
Sanctuary Wealth Management, L.L.C. 0.01% No change 41 $12K
Carolina Wealth Advisors, LLC 0.01% No change 41 $12K
Investment Research & Advisory Group, Inc. 0.00% Add +2.6% 39 $11K
Steph & Co. 0.00% Reduce -30.9% 38 $11K
Investment Management Corp. /Va/ 0.01% — 37 $11K
Quest 10 Wealth Builders, Inc. 0.01% — 37 $11K
MeadowBrook Investment Advisors LLC 0.01% No change 35 $10K
1620 Investment Advisors, Inc. 0.01% Reduce -89.7% 33 $10K
Noble Wealth Management PBC 0.01% — 33 $10K
JDM Financial Group LLC 0.01% Reduce -25.0% 33 $10K
Painted Porch Advisors LLC 0.00% Add +725.0% 33 $10K
Wormser Freres Gestion 0.01% No change 33 $10K
Conquis Financial LLC 0.01% — 29 $8K
Horizons Wealth Management 0.01% No change 28 $8K
Lam Group, Inc. 0.01% No change 27 $8K
American Capital Advisory, LLC 0.00% No change 26 $8K
New Millennium Group LLC 0.00% Add +225.0% 26 $8K
Hoese & Co LLP 0.01% No change 26 $8K
Syntax Research, Inc. 0.01% No change 25 $7K
Red Tortoise LLC 0.00% No change 24 $7K
WealthTrak Capital Management LLC 0.01% — 24 $7K
Strengthening Families & Communities, LLC 0.00% Reduce -99.8% 20 $6K
TD Capital Management LLC 0.00% Reduce -23.1% 20 $6K
Evergreen Private Wealth LLC 0.00% No change 20 $6K
Bernard Wealth Management Corp. 0.00% — 20 $6K
Contravisory Investment Management, Inc. 0.00% New 20 $6K
PFG Private Wealth Management, LLC 0.00% No change 19 $6K
PayPay Securities Corp 0.23% Reduce -5.3% 18 $5K
Keystone Financial Group, Inc. 0.00% — 18 $5K
PFS Partners, LLC 0.00% No change 16 $5K
Vermillion & White Wealth Management Group, LLC 0.00% No change 16 $5K
Winnacle Wealth LLC 0.00% — 16 $4K
Curio Wealth, LLC 0.00% — 15 $4K
Clal Insurance Enterprises Holdings Ltd 0.00% New 12 $3K
Disciplina Capital Management LLC 0.00% No change 9 $3K
State of Wyoming 0.00% Reduce -93.1% 9 $3K
Burkett Financial Services, LLC 0.00% No change 8 $2K
Lanark Financial, Inc. 0.21% — 7 $2K
Parkworth Wealth Management, Inc. 0.00% — 7 $2K
Ridgewood Investments LLC 0.00% No change 7 $2K
Horizon Financial Services, LLC 0.00% No change 6 $2K
Safe Harbor Fiduciary, LLC 0.00% No change 5 $1K
Fairman Group, LLC 0.00% Reduce -50.0% 4 $1K
Robbins Farley 0.00% Reduce -99.9% 4 $1K
JCIC Asset Management Inc. 0.00% New 4 $1K
Compass Wealth Management LLC 0.00% No change 4 $1K
WestEnd Advisors, LLC 0.00% Reduce -20.0% 4 $1K
Runnymede Capital Advisors, Inc. 0.00% — 1 $290
Kessler Investment Group, LLC 0.00% No change 1 $290
Centiva Capital, LP 0.00% Reduce -99.9% 1 $290
Evolution Advisers, Inc. 0.00% No change 2 $0

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