Altria GroupMO

13F holders, Q2 2026 (June 30)
2,573holders +72
181new positions
103sold out
13famous investors
$72.04avg. 13F price*

At the end of Q2 2026, 2,573 institutions reported holding Altria Group Inc. (MO) in their 13F filings, up 72 from Q1 2026. 181 opened new positions and 103 sold out. The largest holders were BlackRock, Inc. ($9.1B), Vanguard Capital Management LLC ($7.8B) and State Street Corp. ($5.1B). 13 famous investors held it, including Ray Dalio (0.5% of Bridgewater Associates's portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
Altria Group Inc.
Sector
Health Care
CUSIP
02209S103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions181$540.7M
Exits103$289.6M

All 13F filers, Q1 2026 → Q2 2026: 74,775,416 shares bought and 44,217,324 shares sold, net +30,558,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,573 holders

BlackRock, Inc. 0.14% Add +1.1% 126,073,166 $9.1B
Vanguard Capital Management LLC 0.17% Add +0.2% 109,032,952 $7.8B
State Street Corp. 0.15% Reduce -2.2% 70,192,620 $5.1B
Charles Schwab Investment Management Inc. 0.57% Add +8.9% 59,122,097 $4.3B
Capital Research Global Investors 0.59% Add +128.4% 58,653,624 $4.2B
Geode Capital Management, LLC 0.18% Add +1.5% 47,721,870 $3.4B
Vanguard Portfolio Management LLC 0.11% Reduce -4.2% 33,719,478 $2.4B
GQG Partners LLC 3.36% Add +5.3% 25,111,622 $1.8B
Morgan Stanley 0.09% Reduce -7.2% 22,702,935 $1.6B
Ameriprise Financial Inc. 0.32% Add +2.5% 22,047,402 $1.6B
Capital World Investors 0.16% Add +0.3% 18,480,673 $1.3B
Northern Trust Corp. 0.13% Reduce -2.7% 15,604,968 $1.1B
Bank of America Corp. 0.07% Add +1.7% 15,351,862 $1.1B
Goldman Sachs Group Inc. 0.10% Add +5.7% 13,862,242 $997.4M
JPMorgan Chase & Co. 0.05% Reduce -6.5% 12,207,565 $904.0M
Bank of New York Mellon Corp 0.15% Reduce -2.9% 12,549,406 $902.9M
Invesco Ltd. 0.07% Reduce -0.0% 11,724,425 $843.6M
Vanguard Fiduciary Trust Co. 0.15% Reduce -0.7% 9,376,660 $674.7M
UBS Group AG 0.10% Add +17.4% 8,870,398 $638.2M
Legal & General Group Plc 0.13% Reduce -10.6% 8,778,401 $631.6M
Arrowstreet Capital, Limited Partnership 0.23% Reduce -23.0% 7,082,195 $509.6M
LSV Asset Management 0.85% Add +8.9% 6,515,621 $468.8M
First Trust Advisors LP 0.27% Reduce -5.0% 6,379,718 $459.0M
Pacer Advisors, Inc. 1.19% Reduce -9.1% 6,360,931 $457.7M
Raymond James Financial Inc. 0.12% Add +13.4% 6,336,137 $455.9M
Nuveen, LLC 0.11% Reduce -20.9% 6,166,946 $443.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +1.7% 6,134,502 $441.4M
Royal Bank of Canada 0.07% Reduce -24.0% 6,077,187 $437.3M
FMR LLC 0.02% Add +1.9% 6,010,922 $432.5M
AQR Capital Management 0.15% Add +11.4% 5,940,353 $427.4M
Wells Fargo & Company 0.07% Add +7.1% 5,697,294 $409.9M
Allianz Asset Management GmbH 0.34% Add +3.9% 5,164,495 $371.6M
Marshall Wace, LLP 0.31% Add +43.5% 5,006,159 $360.2M
National Pension Service 0.23% Add +2.8% 4,998,800 $359.7M
Canada Pension Plan Investment Board 0.19% New 4,860,917 $349.7M
T. Rowe Price Associates Inc. 0.03% Add +4.2% 4,838,426 $348.1M
LPL Financial LLC 0.08% Add +4.9% 4,831,984 $347.7M
Swiss National Bank 0.18% Reduce -4.3% 4,713,900 $339.2M
Deutsche Bank AG 0.10% Add +14.3% 4,577,251 $329.3M
Dimensional Fund Advisors LP 0.06% Add +1.5% 4,246,967 $305.7M
Fayez Sarofim & Co 0.69% Reduce -6.6% 4,106,343 $295.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.16% Add +7.6% 4,079,665 $293.5M
Barclays PLC 0.09% Reduce -35.7% 4,044,198 $291.0M
Swiss Life Asset Management Ltd 1.19% Reduce -4.8% 3,890,040 $279.9M
Envestnet Asset Management Inc. 0.06% Add +5.9% 3,829,147 $275.5M
Vanguard Global Advisers, LLC 0.12% Reduce -2.2% 3,687,808 $265.3M
Franklin Resources Inc. 0.06% Reduce -3.5% 3,672,390 $264.2M
Federated Hermes, Inc. 0.38% Add +49.5% 3,638,830 $261.8M
HSBC Holdings PLC 0.13% Reduce -4.1% 3,613,408 $260.5M
Assenagon Asset Management S.A. 0.34% Add +3691.2% 3,606,561 $259.5M
London Co. of Virginia 1.42% Reduce -3.6% 3,464,036 $249.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.17% Add +12.5% 3,439,101 $247.4M
Sumitomo Mitsui Trust Group, Inc. 0.14% Reduce -1.0% 3,301,598 $237.5M
Victory Capital Management Inc. 0.12% Reduce -11.9% 2,995,830 $215.5M
Truist Financial Corp. 0.24% Add +0.8% 2,785,379 $200.4M
Assetmark, Inc. 0.33% Reduce -0.5% 2,667,459 $191.9M
Bank of Montreal 0.07% Add +12.5% 2,632,492 $189.4M
Rhumbline Advisers 0.13% Reduce -3.8% 2,471,349 $177.8M
Cullen Capital Management, LLC 1.64% Reduce -2.6% 2,311,947 $166.3M
O'shaughnessy Asset Management, LLC 0.76% Add +2.2% 2,267,459 $163.1M
BNP Paribas Financial Markets 0.08% Reduce -18.5% 2,193,890 $157.9M
Citadel Advisors 0.09% Reduce -15.6% 2,187,157 $157.4M
Alyeska Investment Group, L.P. 0.40% Reduce -5.9% 2,133,222 $153.5M
Panagora Asset Management Inc. 0.46% Reduce -0.8% 2,065,311 $148.6M
PNC Financial Services Group, Inc. 0.07% Add +1.2% 1,958,820 $140.9M
Citigroup Inc. 0.07% Reduce -22.1% 1,953,495 $140.6M
New York State Common Retirement Fund 0.18% Reduce -4.2% 1,944,800 $139.9M
Principal Financial Group Inc. 0.07% Reduce -1.0% 1,933,124 $139.1M
Sei Investments Co. 0.11% Add +6.4% 1,807,468 $130.0M
Mirae Asset Global Investments Co., Ltd. 0.25% Add +15.3% 1,804,601 $129.8M
Renaissance Technologies 0.18% Add +6.3% 1,781,400 $128.2M
Cetera Investment Advisers 0.11% Add +10.4% 1,752,590 $126.1M
Alliancebernstein L.P. 0.04% Add +4.5% 1,890,884 $124.8M
Bridgewater Associates 0.51% Add +1.3% 1,727,216 $124.3M
Stifel Financial Corp. 0.10% Add +1.0% 1,705,157 $122.7M
D. E. Shaw & Co. 0.08% Reduce -18.5% 1,586,265 $114.1M
Lazard Asset Management LLC 0.17% Add +43.5% 1,562,508 $112.4M
Russell Investments Group, Ltd. 0.10% Reduce -6.9% 1,556,419 $112.2M
Adage Capital Partners Gp, L.L.C. 0.15% Reduce -1.0% 1,488,332 $107.1M
State Board of Administration of Florida Retirement System 0.17% Reduce -2.8% 1,444,688 $103.9M
HighTower Advisors, LLC 0.10% Reduce -54.6% 1,405,083 $101.1M
Osaic Holdings, Inc. 0.12% Add +19.4% 1,396,779 $100.5M
Manufacturers Life Insurance Company, The 0.08% Add +29.7% 1,379,243 $99.2M
Macquarie Group Ltd. 0.42% Add +27.7% 1,355,164 $97.5M
New York State Teachers Retirement System 0.18% Reduce -10.0% 1,334,569 $96.0M
Commonwealth Equity Services, LLC 0.12% Reduce -2.1% 1,292,150 $93.0M
Natixis Advisors, LLC 0.10% Add +11.2% 1,282,879 $92.3M
Massachusetts Financial Services Co. 0.03% Reduce -15.7% 1,262,056 $91.6M
Railway Pension Investments Ltd 1.14% Reduce -2.1% 1,264,600 $91.0M
Amundi 0.02% Add +9.8% 1,252,381 $90.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.53% Reduce -24.0% 1,228,522 $88.4M
Quantinno Capital Management LP 0.11% Add +28.4% 1,220,763 $87.8M
National Bank of Canada 0.08% Add +50.0% 1,192,953 $85.8M
Janney Montgomery Scott LLC 0.16% Add +26.9% 1,164,691 $83.8M
Nomura Asset Management International Inc. 0.12% Add +19.1% 1,121,424 $80.7M
Acadian Asset Management LLC 0.09% Reduce -8.0% 1,107,002 $79.6M
RNC Capital Management LLC 3.07% Add +0.5% 1,033,865 $74.4M
Mariner, LLC 0.08% Add +5.3% 1,021,580 $73.5M
CIBC Asset Management Inc 0.15% Add +17.6% 942,764 $67.8M
Capital Fund Management S.A. 0.48% Reduce -37.7% 940,688 $67.7M
Prudential Financial Inc. 0.07% Add +2.8% 902,115 $64.9M
Capitolis Liquid Global Markets LLC 0.28% New 900,000 $64.8M
Exchange Traded Concepts, LLC 0.32% Add +4.9% 896,223 $64.5M
Zacks Investment Management 0.46% Reduce -0.7% 891,813 $64.2M
State of Wisconsin Investment Board 0.13% Reduce -0.8% 891,762 $64.2M
Creative Planning 0.04% Add +6.7% 887,099 $63.8M
Jones Financial Companies LLLP 0.03% Add +12.2% 862,809 $63.6M
Susquehanna International Group, LLP 0.06% Reduce -15.8% 882,113 $63.5M
Cambridge Investment Research Advisors, Inc. 0.14% Add +15.1% 881,440 $63.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +1.7% 879,211 $63.3M
Teacher Retirement System of Texas 0.17% Add +4.2% 862,935 $62.1M
Asset Management One Co., Ltd. 0.16% Reduce -1.5% 844,623 $60.8M
Mercer Global Advisors Inc. 0.07% Reduce -0.8% 836,806 $60.2M
Treasurer of the State of North Carolina 0.15% Reduce -3.0% 835,928 $60.1M
SG Americas Securities, LLC 0.03% Reduce -68.9% 835,151 $60.1M
TD Asset Management Inc 0.05% Reduce -7.0% 833,067 $59.9M
Chevy Chase Trust Holdings, LLC 0.15% Reduce -2.3% 832,838 $59.9M
Captrust Financial Advisors 0.09% Add +3.9% 826,577 $59.5M
Todd Asset Management LLC 1.05% Add +2.2% 824,190 $59.3M
Gotham Asset Management 0.14% Add +9.2% 815,413 $58.7M
Voya Investment Management LLC 0.06% Reduce -9.1% 804,148 $57.9M
Pictet Asset Management Holding SA 0.05% Add +3.4% 795,152 $57.2M
Wellington Management Group LLP 0.01% Add +25.5% 783,686 $56.4M
Wealth Enhancement Advisory Services, LLC 0.09% Add +11.9% 768,103 $54.6M
Vanguard Investments Australia, Ltd. 0.14% Add +2.2% 754,379 $54.3M
Focus Partners Wealth 0.06% Add +2.6% 749,469 $54.0M
Robeco Institutional Asset Management B.V. 0.07% Add +2.1% 744,699 $53.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +22.2% 742,971 $53.5M
Korea Investment CORP 0.10% Reduce -54.8% 743,560 $53.5M
Eurizon Capital SGR S.p.A. 0.14% Reduce -4.7% 741,800 $53.4M
Royal London Asset Management Ltd. 0.10% Reduce -1.8% 740,021 $53.2M
Mitsubishi UFJ Trust & Banking Corp 0.12% Add +0.3% 732,132 $52.7M
Worldquant Millennium Advisors LLC 0.18% Add +33.3% 723,122 $52.0M
Connor, Clark & Lunn Investment Management Ltd. 0.10% Add +1074.9% 702,033 $50.5M
Credit Agricole S A 0.13% Add +5.7% 690,207 $49.7M
AE Wealth Management LLC 0.23% Add +45.8% 687,185 $49.4M
Nomura Asset Management Co. Ltd. 0.11% Add +2.0% 686,582 $49.4M
Capital Investment Advisors, LLC 0.65% Add +1.3% 681,001 $49.0M
Illinois Municipal Retirement Fund 0.55% Add +2.6% 679,959 $48.9M
Teachers Retirement System of the State of Kentucky 0.33% Add +2.3% 672,375 $48.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Reduce -6.3% 805,557 $48.0M
Public Employees Retirement System of Ohio 0.14% Reduce -8.0% 656,331 $47.2M
Fifth Third Bancorp 0.08% Reduce -1.6% 644,513 $46.4M
State of Tennessee, Department of Treasury 0.14% Reduce -5.8% 637,639 $45.9M
FUKOKU MUTUAL LIFE INSURANCE Co 2.58% Add +0.6% 615,521 $44.3M
Commerce Bank 0.19% Reduce -0.3% 614,088 $44.2M
Nisa Investment Advisors, LLC 0.14% Add +1.1% 605,147 $44.2M
CIBC Bancorp USA Inc. 0.05% Add +5.5% 612,616 $44.1M
Neuberger Berman Group LLC 0.03% Add +8.9% 607,927 $43.7M
MML Investors Services, LLC 0.09% Add +25.1% 582,166 $41.9M
Sanctuary Advisors, LLC 0.19% Add +2.3% 579,228 $41.7M
US Bancorp \de 0.04% Reduce -1.4% 565,620 $40.7M
CSM Advisors, LLC 0.87% Add +9.7% 564,821 $40.6M
Advisors Capital Management, LLC 0.43% Add +3.2% 551,837 $39.7M
State of New Jersey Common Pension Fund D 0.13% Reduce -5.1% 545,812 $39.3M
Rockefeller Capital Management L.P. 0.06% Add +6.8% 543,941 $39.1M
Corient Private Wealth LP 0.05% Reduce -4.5% 534,418 $38.5M
CANADA LIFE ASSURANCE Co 0.06% Reduce -1.7% 534,998 $38.4M
Oppenheimer Asset Management Inc. 0.39% Reduce -1.0% 526,225 $37.9M
Cerity Partners LLC 0.05% Add +8.5% 523,165 $37.6M
Daiwa Securities Group Inc. 0.08% Reduce -13.4% 518,088 $37.3M
Kestra Advisory Services, LLC 0.12% Reduce -10.1% 516,410 $37.2M
Toronto Dominion Bank 0.06% Add +1.9% 513,248 $36.9M
Alps Advisors Inc. 0.17% Add +4.4% 499,193 $35.9M
QRG Capital Management, Inc. 0.29% Add +3.6% 494,560 $35.6M
Vontobel Holding Ltd. 0.12% Add +2.3% 484,354 $34.8M
M&T Bank Corp 0.10% Add +0.4% 483,466 $34.8M
Resona Asset Management Co.,Ltd. 0.16% Reduce -8.1% 478,439 $34.6M
Czech National Bank 0.19% Add +4.0% 475,315 $34.2M
Empowered Funds, LLC 0.18% Reduce -7.9% 472,153 $34.0M
Mackenzie Financial Corp. 0.03% Add +80.8% 465,502 $33.5M
Arizona State Retirement System 0.17% Add +0.8% 463,758 $33.4M
Martingale Asset Management L P 0.79% Reduce -4.5% 462,014 $33.2M
Schroder Investment Management Group 0.02% Reduce -7.7% 447,792 $33.2M
Foundations Investment Advisors, LLC 0.34% Add +11.8% 456,035 $32.8M
Mediolanum International Funds Ltd 0.28% Reduce -3.9% 437,462 $32.4M
iA Global Asset Management Inc. 0.37% Add +64.0% 431,462 $31.0M
Natixis 0.15% Add +26.0% 429,880 $30.9M
Man Group plc 0.06% Reduce -42.9% 428,918 $30.9M
Millennium Management 0.02% Reduce -80.5% 428,401 $30.8M
State of Michigan Retirement System 0.14% Reduce -2.5% 427,542 $30.8M
Wedge Capital Management L L P 0.50% Reduce -8.1% 418,199 $30.1M
Baird Financial Group, Inc. 0.04% Add +4.9% 411,470 $29.6M
Distillate Capital Partners LLC 1.50% Reduce -2.3% 402,218 $28.9M
NewEdge Advisors, LLC 0.09% Add +21.7% 401,497 $28.9M
Crossmark Global Holdings, Inc. 0.37% Reduce -13.9% 401,127 $28.9M
Conning Inc. 0.90% Reduce -2.2% 400,006 $28.8M
Beacon Pointe Advisors, LLC 0.13% Add +3.4% 393,180 $28.3M
Allspring Global Investments Holdings, LLC 0.04% Add +2.5% 389,121 $27.8M
First Citizens Bank & Trust Co. 0.42% Reduce -7.7% 386,615 $27.8M
MetLife Investment Management, LLC 0.12% Reduce -2.6% 382,058 $27.5M
Wealthfront Advisers LLC 0.05% Add +20.0% 372,191 $26.8M
D.A. Davidson & Co. 0.15% Add +2.0% 372,126 $26.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.39% Add +3.5% 371,812 $26.8M
Envestnet Portfolio Solutions, Inc. 0.13% Reduce -6.9% 371,057 $26.7M
STRS Ohio 0.10% Reduce -12.6% 369,486 $26.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.13% Reduce -5.7% 368,834 $26.5M
Woodline Partners LP 0.08% Add +10.9% 364,557 $26.2M
Pinnacle Financial Partners, Inc. 0.18% Add +4.0% 359,909 $25.9M
TCTC Holdings, LLC 0.68% No change 357,279 $25.7M
DekaBank Deutsche Girozentrale 0.04% No change 388,836 $25.6M
Retirement Systems of Alabama 0.08% Reduce -1.6% 350,806 $25.2M
Xponance LLC 0.15% Add +8.4% 350,545 $25.2M
Merit Financial Group, LLC 0.16% Add +3.8% 348,320 $25.1M
&partners 0.10% Add +15.8% 342,927 $24.7M
Lido Advisors, LLC 0.09% Add +3.2% 334,405 $24.4M
Vestcor Inc 0.60% Reduce -10.4% 337,918 $24.3M
Glenmede Trust Co. NA 0.10% Add +49.8% 329,061 $23.7M
Bank of Nova Scotia 0.04% Reduce -12.5% 324,222 $23.3M
Verity & Verity, LLC 1.60% Reduce -0.1% 323,480 $23.3M
Capital International, Inc. 0.16% No change 313,833 $22.6M
Amalgamated Bank 0.15% Reduce -7.7% 310,912 $22.4M
GW Henssler & Associates Ltd. 0.98% Reduce -0.8% 304,896 $21.9M
Aptus Capital Advisors, LLC 0.16% Add +3.0% 304,322 $21.9M
Richard C. Young & CO., LTD. 1.60% Add +1.1% 302,328 $21.8M
Varma Mutual Pension Insurance Co 0.11% New 297,700 $21.4M
Lockheed Martin Investment Management Co. 0.83% Reduce -3.4% 292,800 $21.1M
ProShare Advisors LLC 0.03% Add +2.9% 282,175 $20.3M
Rakuten Investment Management, Inc. 0.06% Add +9.7% 273,210 $20.2M
IFM Investors Pty Ltd 0.13% Add +8.7% 279,042 $20.1M
NEOS Investment Management LLC 0.07% Add +9.5% 275,042 $19.8M
Vident Advisory, LLC 0.15% Add +23.0% 273,714 $19.7M
Mayflower Financial Advisors, LLC 1.70% Add +177.5% 272,884 $19.6M
Stephens Inc. 0.22% Add +1.6% 270,633 $19.5M
State of Alaska, Department of Revenue 0.19% Reduce -5.8% 270,980 $19.5M
Public Sector Pension Investment Board 0.05% Add +0.2% 270,461 $19.5M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -2.9% 266,421 $19.2M
Arax Advisory Partners 0.13% Add +587.1% 265,735 $19.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Reduce -0.1% 263,136 $18.9M
Cresset Asset Management, LLC 0.07% Add +0.4% 259,099 $18.9M
Primecap Management Co. 0.01% Reduce -10.5% 261,000 $18.8M
Cullen/Frost Bankers, Inc. 0.18% Add +3.8% 256,211 $18.4M
Blair William & Co. 0.05% Add +25.5% 255,406 $18.4M
Utah Retirement Systems 0.17% Reduce -7.5% 253,780 $18.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Add +8.4% 250,858 $18.0M
SBI Securities Co., Ltd. 0.41% Reduce -5.1% 250,671 $18.0M
Police & Firemen's Retirement System of New Jersey 0.14% Reduce -3.8% 250,403 $18.0M
Vanguard Personalized Indexing Management, LLC 0.15% Add +2.2% 247,822 $17.8M
Landscape Capital Management, L.L.C. 1.13% Reduce -7.7% 242,681 $17.5M
Hirtle & Co., LLC 0.60% Add +9.2% 238,688 $17.2M
Cibc World Market Inc. 0.03% Add +41.5% 237,861 $17.1M
Adams Asset Advisors, LLC 1.96% No change 235,728 $17.0M
Gradient Investments LLC 0.23% Add +1.5% 234,911 $16.9M
Tectonic Advisors LLC 0.81% Add +3.7% 232,965 $16.8M
Artemis Investment Management LLP 0.15% Add +3.8% 228,924 $16.5M
New York Life Investment Management LLC 0.12% Reduce -0.2% 228,823 $16.5M
Two Sigma Investments, LP 0.01% Add +135.9% 227,264 $16.4M
Nissay Asset Management Corp. /Japan 0.07% Add +3.9% 223,488 $16.1M
Busey Bank 0.39% Add +1.7% 223,154 $16.1M
DAVENPORT & Co LLC 0.08% Reduce -0.6% 222,848 $16.0M
Guggenheim Capital LLC 0.10% Add +1.3% 220,905 $15.9M
CWA Asset Management Group, LLC 0.49% Add +1.1% 219,505 $15.8M
Pathstone Holdings, LLC 0.05% Add +8.5% 217,623 $15.7M
Ritholtz Wealth Management 0.23% Add +6.7% 217,102 $15.6M
Benedict Financial Advisors Inc. 3.01% Reduce -0.9% 215,521 $15.5M
Clearstead Advisors, LLC 0.15% Reduce -5.8% 215,438 $15.5M
Systematic Alpha Investments, LLC 0.41% No change 212,638 $15.3M
Oppenheimer & Co. Inc. 0.16% Add +4.8% 210,032 $15.1M
Public Employees Retirement Association of Colorado 0.05% Reduce -3.7% 209,234 $15.1M
Jane Street Group, LLC 0.01% Reduce -75.7% 208,444 $15.0M
Advisors Asset Management, Inc. 0.23% Reduce -17.8% 207,534 $14.9M
Kestra Private Wealth Services, LLC 0.16% Add +9.1% 206,324 $14.8M
Tidal Investments LLC 0.04% Add +9.4% 206,207 $14.8M
Oregon Public Employees Retirement Fund 0.16% Add +6.8% 205,333 $14.8M
Premier Fund Managers Ltd 1.33% Add +2.2% 197,700 $14.6M
HRT Financial LP 0.03% Reduce -87.3% 203,338 $14.6M
Keybank National Association 0.05% Add +11.0% 202,791 $14.6M
Viking Fund Management LLC 1.30% No change 202,000 $14.5M
NorthRock Partners, LLC 0.21% Add +1.5% 201,246 $14.5M
Norden Group LLC 1.18% Add +9.8% 200,635 $14.4M
Cyndeo Wealth Partners, LLC 0.68% Add +1.5% 199,235 $14.3M
Allworth Financial LP 0.06% Reduce -5.2% 196,793 $14.2M
Advisory Services Network, LLC 0.16% Add +10.8% 196,481 $14.1M
Brown Advisory Inc. 0.02% Reduce -1.2% 196,042 $14.1M
MAI Capital Management 0.05% Add +8.1% 195,235 $14.1M
Voloridge Investment Management, LLC 0.06% New 192,835 $13.9M
Old National Bancorp 0.27% Add +5.5% 191,923 $13.8M
Steward Partners Investment Advisory, LLC 0.07% Add +9.4% 188,067 $13.5M
Capital Wealth Planning, LLC 0.07% Add +49.8% 186,313 $13.4M
J.W. Cole Advisors, Inc. 0.23% Reduce -0.6% 185,408 $13.3M
CreativeOne Wealth, LLC 0.28% Add +4.3% 182,391 $13.1M
Apollon Wealth Management, LLC 0.16% Add +11.8% 180,896 $13.0M
Johnson Financial Group, Inc. 0.43% Add +9.5% 177,491 $13.0M
Allen Mooney & Barnes Investment Advisors LLC 1.96% Reduce -12.6% 179,267 $12.9M
Empire Life Investments Inc. 0.71% Reduce -4.0% 177,007 $12.7M
Horizon Investments, LLC 0.14% Add +9.0% 175,723 $12.6M
Qube Research & Technologies Ltd 0.01% Reduce -92.5% 174,347 $12.5M
Abacus FCF Advisors LLC 2.30% Add +1.6% 174,185 $12.5M
Visionary Wealth Advisors 0.49% Add +3.7% 172,890 $12.4M
Philip James Wealth Mangement, LLC 1.44% Reduce -11.7% 171,890 $12.4M
Mutual of America Capital Management LLC 0.12% Reduce -3.6% 171,773 $12.4M
Canal Capital Management, LLC 1.49% Reduce -14.7% 169,838 $12.2M
Heritage Trust Co 1.04% Add +1.0% 166,452 $12.0M
Huntington National Bank 0.08% Add +0.3% 166,233 $12.0M
Hancock Whitney Corp. 0.20% Add +61.5% 166,026 $11.9M
Brown Brothers Harriman & Co. 0.05% Add +11.5% 165,290 $11.9M
Sterling Capital Management LLC 0.20% Reduce -52.2% 164,133 $11.8M
Arkadios Wealth Advisors 0.18% Reduce -8.8% 163,015 $11.7M
Snowden Capital Advisors LLC 0.28% Add +2.4% 161,691 $11.6M
Atlantic Union Bankshares Corp 0.19% Reduce -5.2% 158,957 $11.4M
Orion Porfolio Solutions, LLC 0.09% Add +9.3% 158,934 $11.4M
Lifeworks Advisors, LLC 1.17% Add +12.7% 155,321 $11.2M
Daiichi Life Insurance Co., Ltd. 0.26% Add +14.7% 154,410 $11.1M
Private Advisor Group, LLC 0.05% Reduce -21.6% 154,054 $11.1M
Concurrent Investment Advisors, LLC 0.09% Add +4.6% 151,975 $10.9M
TD Waterhouse Canada Inc. 0.03% Add +36.1% 151,000 $10.8M
Equitable Holdings, Inc. 0.06% Reduce -18.4% 150,159 $10.8M
Great Lakes Advisors, LLC 0.08% Reduce -35.8% 149,547 $10.8M
Rafferty Asset Management, LLC 0.02% Add +48.5% 149,163 $10.7M
Gardner Russo & Quinn 0.12% Reduce -9.6% 148,603 $10.7M
Federation des caisses Desjardins du Quebec 0.03% Add +18.8% 148,428 $10.7M
Great Valley Advisor Group, Inc. 0.17% Add +0.3% 148,100 $10.7M
Allstate Corp. 0.11% Reduce -11.3% 148,088 $10.7M
Parallax Volatility Advisers, L.P. 0.48% Add +291.4% 147,927 $10.6M
Vise Technologies, Inc. 0.12% Add +30.4% 147,156 $10.6M
Regal Investment Advisors LLC 0.55% Reduce -1.4% 146,676 $10.6M
KBC Group NV 0.02% Reduce -5.3% 146,088 $10.5M
Auxier Asset Management LLC 1.40% Reduce -0.1% 145,362 $10.5M
Windle Wealth, LLC 4.18% Add +1.8% 144,758 $10.4M
LGT Fund Management Co Ltd. 0.43% Add +22.1% 144,702 $10.4M
Aberdeen Group plc 0.01% Reduce -24.4% 143,634 $10.3M
Choreo, LLC 0.11% Reduce -0.6% 142,105 $10.2M
Columbus Macro, LLC 0.99% New 141,989 $10.2M
ARS Wealth Advisors Group, LLC 0.79% Add +0.3% 140,269 $10.1M
Vinva Investment Management Ltd 0.07% Reduce -6.2% 135,878 $10.1M
Hennessy Advisors Inc. 0.32% Reduce -2.1% 139,500 $10.0M
Global X Japan Co., Ltd. 0.37% Add +15.8% 138,027 $9.9M
Sequoia Financial Advisors, LLC 0.05% Add +5.8% 137,847 $9.9M
Ieq Capital, LLC 0.05% Add +732.1% 137,401 $9.9M
Benjamin Edwards Inc. 0.09% Add +38.3% 136,333 $9.8M
Simplex Trading, LLC 0.25% Add +233.0% 135,419 $9.7M
Integrated Wealth Concepts LLC 0.06% Add +9.6% 135,160 $9.7M
Mutual Advisors, LLC 0.18% Add +9.8% 135,087 $9.7M
1834 Investment Advisors Co. 1.10% Reduce -0.4% 134,922 $9.7M
Fisher Asset Management 0.00% Add +6.8% 134,120 $9.6M
Caprock Group, LLC 0.18% Add +4.5% 131,812 $9.6M
Mizuho Securities USA LLC 0.15% Add +28.8% 130,733 $9.4M
Atria Investments, Inc 0.09% Reduce -0.3% 129,234 $9.3M
Kwmg, LLC 0.67% Add +1.1% 128,378 $9.2M
Larson Financial Group LLC 0.24% Add +165.7% 126,808 $9.1M
Ellsworth Advisors, LLC 1.49% Add +2.5% 128,957 $9.1M
American Century Companies Inc. 0.00% Add +48.4% 126,098 $9.1M
Cornerstone Wealth Group, LLC 0.54% Reduce -22.9% 125,034 $9.0M
HB Wealth Management, LLC 0.05% Add +2.1% 124,567 $9.0M
Intact Investment Management Inc. 0.25% Add +0.4% 124,200 $8.9M
Nomura Holdings Inc. 0.04% Add +2070.4% 123,433 $8.9M
Pinebridge Investments LLC 0.07% Reduce -76.1% 122,500 $8.8M
Farther Finance Advisors, LLC 0.07% Add +16.5% 121,689 $8.8M
Independent Advisor Alliance 0.20% Add +2.3% 121,392 $8.7M
Wealthspire Advisors, LLC 0.05% Add +64.2% 118,733 $8.5M
Denali Advisors LLC 0.85% Add +0.2% 117,440 $8.4M
Kennon-Green & Company, LLC 6.52% Reduce -0.3% 116,239 $8.4M
Venture Visionary Partners LLC 0.23% Add +2.4% 116,118 $8.4M
Walled Lake Planning & Wealth Management, LLC 2.09% Add +1.0% 114,956 $8.3M
Harbour Investments, Inc. 0.11% Add +3.7% 114,028 $8.2M
CoreCap Advisors, LLC 0.24% Add +4.0% 113,973 $8.2M
First National Trust Co 0.28% Reduce -38.2% 113,299 $8.2M
Hutner Capital Management Inc. 3.23% Reduce -0.3% 113,040 $8.1M
Linden Thomas Advisory Services, LLC 0.65% Add +1.8% 112,317 $8.1M
Inlet Private Wealth, LLC 1.96% Reduce -5.0% 112,316 $8.1M
Waverly Advisors, LLC 0.05% Add +16.7% 111,031 $8.0M
Calydon Capital 1.17% Reduce -1.0% 110,931 $8.0M
Curi Capital, LLC 0.12% Add +0.7% 109,374 $8.0M
Octavia Wealth Advisors, LLC 0.69% Reduce -12.8% 108,821 $7.9M
Brookstone Capital Management 0.08% Add +5.3% 110,357 $7.9M
Nykredit A/S 0.03% — 110,288 $7.9M
Yousif Capital Management, LLC 0.09% Reduce -11.0% 109,723 $7.9M
Freestone Grove Partners LP 0.05% Reduce -89.8% 109,549 $7.9M
EP Wealth Advisors, LLC 0.03% Add +17.9% 109,229 $7.9M
Agf Management Ltd. 0.03% Reduce -4.6% 108,478 $7.8M
Savant Capital, LLC 0.02% Add +52.6% 109,475 $7.8M
AlTi Global, Inc. 0.16% Add +3.4% 106,550 $7.7M
Howard Capital Management, LLC 0.09% Add +40.1% 107,257 $7.7M
Investment Management Corp of Ontario 0.10% Reduce -11.2% 106,589 $7.7M
Kentucky Retirement Systems 0.19% Reduce -35.5% 106,495 $7.7M
Norinchukin Bank, The 0.07% Add +1.0% 105,807 $7.6M
Eagle Global Advisors LLC 0.25% Reduce -0.2% 105,551 $7.6M
Keystone Financial Planning, Inc. 1.96% Reduce -1.6% 105,487 $7.6M
Global Retirement Partners, LLC 0.12% — 104,863 $7.5M
Ar Asset Management Inc. 1.39% No change 104,401 $7.5M
Avantax Planning Partners, Inc. 0.19% Reduce -0.9% 104,327 $7.5M
CENTRAL TRUST Co 0.13% Reduce -3.6% 103,245 $7.4M
Fideuram Asset Management (Ireland) dac 0.14% Add +62.3% 103,907 $7.3M
Salomon & Ludwin, LLC 0.60% Reduce -0.1% 101,548 $7.3M
Convergence Investment Partners, LLC 0.68% Add +38.0% 99,877 $7.2M
Annex Advisory Services, LLC 0.12% Add +82.8% 99,819 $7.2M
Altrius Capital Management Inc 1.36% Add +1.0% 99,268 $7.1M
HUB Investment Partners, LLC 0.13% Add +25.0% 98,330 $7.1M
Rbo & Co. LLC 1.13% No change 98,239 $7.1M
Summit Trail Advisors, LLC 0.09% Reduce -7.1% 98,122 $7.1M
Kingsview Wealth Management, LLC 0.09% Reduce -11.9% 97,867 $7.0M
Sowell Financial Services LLC 0.23% Reduce -0.3% 97,813 $7.0M
BBR Partners, LLC 0.33% Reduce 0.0% 97,812 $7.0M
Commonwealth Retirement Investments LLC 1.89% Reduce -19.0% 96,961 $7.0M
United Capital Financial Advisors, LLC 0.04% Reduce -0.9% 96,246 $6.9M
University of Texas/Texas Am Investment Management Co. 0.80% Reduce -10.0% 94,171 $6.9M
Whittier Trust Co. 0.07% Add +0.0% 95,513 $6.9M
Financial Security Advisor, Inc. 1.10% Reduce -2.8% 92,622 $6.8M
Park Avenue Securities LLC 0.04% Reduce -0.8% 93,905 $6.8M
Diversify Advisory Services, LLC 0.11% Add +513.1% 92,376 $6.7M
Diversify Wealth Management, LLC 0.11% Add +1.3% 92,376 $6.7M
Level Four Advisory Services, LLC 0.19% Reduce -5.9% 93,412 $6.7M
Hartford Investment Management Co. 0.19% Reduce -3.7% 92,424 $6.6M
Aua Capital Management, LLC 3.08% No change 92,369 $6.6M
Rathbones Group PLC 0.02% Add +1.3% 92,333 $6.6M
Fred Alger Management, LLC 0.02% Add +3.8% 90,473 $6.6M
Walleye Capital LLC 0.03% Add +2486.3% 91,398 $6.6M
Meyer Handelman Co. 0.18% No change 90,463 $6.5M
Symphony Financial, Ltd. Co. 0.71% Add +3.2% 87,957 $6.5M
Ascent Group, LLC 0.19% Reduce -2.8% 90,290 $6.5M
Coston, McIsaac & Partners 1.30% Add +3.3% 89,599 $6.4M
Maryland State Retirement & Pension System 0.11% Add +6.1% 89,550 $6.4M
Financial Advisors Network, Inc. 0.79% Add +4.7% 89,544 $6.4M
Trexquant Investment LP 0.04% Add +178.4% 89,537 $6.4M
Newport Trust Company, LLC 0.02% Add +0.9% 89,463 $6.4M
Vestmark Advisory Solutions, Inc. 0.06% Add +6.2% 89,212 $6.4M
MassMutual Private Wealth & Trust, FSB 0.16% Reduce -1.6% 88,262 $6.4M
Tyche Wealth Partners LLC 0.89% Add +1.4% 87,728 $6.3M
Bcwm, LLC 1.84% Reduce -8.3% 87,550 $6.3M
Whittier Trust Co. of Nevada Inc. 0.12% Reduce -6.7% 86,315 $6.3M
TrueMark Investments, LLC 0.79% Add +14.9% 87,364 $6.3M
Perigon Wealth Management, LLC 0.10% Add +2.3% 87,304 $6.3M
Waterloo Capital, L.P. 0.35% Reduce -6.9% 87,133 $6.3M
Opal Capital LLC 1.12% Add +15.0% 87,116 $6.3M
Stratos Wealth Partners, LTD. 0.06% Add +9.2% 87,026 $6.3M
Baugh & Associates, LLC 2.76% Reduce -9.7% 86,599 $6.2M
Seneca House Advisors 2.20% Reduce -3.8% 86,397 $6.2M
Hollencrest Capital Management 0.41% Add +0.6% 86,360 $6.2M
PARK CIRCLE Co 5.46% No change 86,050 $6.2M
Jupiter Topco LLC 0.00% — 85,566 $6.2M
Louisiana State Employees Retirement System 0.09% Reduce -0.2% 85,300 $6.1M
Dean Investment Associates, LLC 0.79% Reduce -12.9% 83,696 $6.0M
Bleakley Financial Group, LLC 0.08% Add +11.9% 83,585 $6.0M
New Mexico Educational Retirement Board 0.15% Add +9.0% 83,495 $6.0M
Strategy Asset Managers LLC 0.89% Add +3.3% 83,186 $6.0M
Thrivent Financial for Lutherans 0.01% Reduce -3.0% 82,359 $5.9M
Promethium Advisors,llc 2.84% Add +2.8% 80,975 $5.9M
Glenview Trust Co 0.08% Add +0.2% 82,092 $5.9M
Hennion & Walsh Asset Management, Inc. 0.17% Reduce -12.0% 81,993 $5.9M
Freestone Capital Holdings, LLC 0.15% Add +2.4% 81,530 $5.9M
CFM Wealth Partners LLC 0.75% Reduce -2.1% 81,261 $5.8M
Intech Investment Management LLC 0.05% Reduce -34.9% 81,232 $5.8M
Prospera Financial Services Inc 0.09% Reduce -7.9% 81,161 $5.8M
Investmark Advisory Group LLC 2.22% Add +0.7% 81,103 $5.8M
Archford Capital Strategies, LLC 0.58% Add +1.1% 80,096 $5.8M
Sagespring Wealth Partners, LLC 0.09% Add +4.2% 79,743 $5.7M
Squarepoint Ops LLC 0.01% Reduce -84.9% 79,509 $5.7M
Meiji Yasuda Asset Management Co Ltd. 0.26% Add +6.7% 79,392 $5.7M
ExodusPoint Capital Management, LP 0.05% New 79,339 $5.7M
Bellecapital International Ltd. 0.91% Add +8.8% 79,059 $5.7M
Sigma Planning Corp 0.14% Add +14.4% 78,957 $5.7M
Johnson Investment Counsel Inc. 0.04% Reduce -1.5% 78,147 $5.6M
Hourglass Capital, LLC 1.11% Add +33.5% 78,090 $5.6M
Summit Financial, LLC 0.06% Add +9.2% 76,585 $5.6M
Edmp, Inc. 4.50% Add +0.5% 77,690 $5.6M
Kinloch Capital, LLC 2.04% Add +3.2% 77,424 $5.6M
SVB Wealth LLC 0.35% Reduce -6.6% 77,348 $5.6M
Pittenger & Anderson Inc. 0.20% Add +773.5% 77,185 $5.6M
Prosperitas Financial LLC 1.77% Add +9.2% 76,848 $5.5M
IHT Wealth Management, LLC 0.12% Reduce -2.5% 76,309 $5.5M
Cypress Capital Group 0.51% Add +1.5% 76,169 $5.5M
Principal Securities, Inc. 0.07% Reduce -5.1% 76,000 $5.5M
Mgo One Seven LLC 0.09% Add +18.5% 76,034 $5.5M
Connecticut Wealth Management, LLC 0.20% Add +2353.9% 75,849 $5.5M
Heritage Wealth Advisors 0.19% Reduce -7.6% 75,482 $5.4M
Lowe Brockenbrough & Co. Inc. 0.24% Reduce -0.9% 75,186 $5.4M
Arrow Capital Pty Ltd 4.59% New 75,000 $5.4M
LVM Capital Management Ltd. 0.45% Reduce -0.0% 74,967 $5.4M
EFG International AG 0.10% Reduce -11.1% 74,832 $5.4M
Argent Trust Co 0.15% Add +27.6% 74,104 $5.3M
PFG Investments, LLC 0.20% Add +8.1% 73,508 $5.3M
Hantz Financial Services, Inc. 0.07% Reduce -1.1% 73,323 $5.3M
MainStreet Investment Advisors LLC 0.72% Add +3.0% 73,176 $5.3M
Clifford Swan Investment Counsel LLC 0.17% Add +0.6% 73,127 $5.3M
Cedar Wealth Management, LLC 1.35% Reduce -10.5% 73,101 $5.3M
Community Bank & Trust, Waco, Texas 0.95% Reduce -1.7% 72,914 $5.2M
Verdence Capital Advisors LLC 0.28% Reduce -0.2% 72,782 $5.2M
3Chopt Investment Partners, LLC 0.98% Reduce -2.3% 71,650 $5.2M
First Manhattan Co. Llc. 0.01% Reduce -4.4% 71,006 $5.2M
Highland Capital Management, LLC 0.24% Reduce -0.3% 71,893 $5.2M
Csenge Advisory Group 0.21% Add +2.3% 70,360 $5.1M
Capital Management Corp. 0.75% Reduce -7.8% 69,603 $5.0M
NFSG Corp 0.62% Add +18.3% 69,570 $5.0M
Thrive Capital Management, LLC 0.94% Reduce -0.1% 69,379 $5.0M
Capital Square, LLC 2.18% Add +3.3% 69,193 $5.0M
Sound View Wealth Advisors Group, LLC 0.31% Reduce -0.1% 68,995 $5.0M
Fi3 FINANCIAL ADVISORS, LLC 1.18% New 13,851 $4.9M
Generali Asset Management SPA SGR 0.09% Add +27.3% 68,674 $4.9M
Slagle Financial, LLC 1.47% Reduce -23.9% 68,322 $4.9M
Focus Partners Advisor Solutions, LLC 0.04% Add +61.7% 68,094 $4.9M
CFC Planning Co LLC 2.89% Add +7.9% 68,079 $4.9M
Citizens National Bank Trust Department 0.72% Reduce -0.1% 67,801 $4.9M
Frank, Rimerman Advisors LLC 0.27% Add +0.3% 66,975 $4.8M
Founders Financial Alliance, LLC 0.64% Reduce -8.0% 66,684 $4.8M
Employees Retirement System of Texas 0.04% No change 66,501 $4.8M
Carolina Wealth Advisors, LLC 1.87% Reduce -0.3% 66,373 $4.8M
West Michigan Advisors, LLC 0.91% Add +10.9% 65,314 $4.8M
MUFG Securities EMEA plc 0.05% Reduce -5.0% 65,360 $4.7M
Tudor Investment Corporation 0.02% Reduce -80.2% 65,235 $4.7M
Krilogy Financial LLC 0.14% Reduce -10.7% 65,121 $4.7M
Kathmere Capital Management, LLC 0.25% Add +24.6% 64,694 $4.7M
Ridgepath Capital Management LLC 2.05% Add +4.0% 64,587 $4.6M
Evolve Private Wealth, LLC 0.28% Reduce -6.5% 63,407 $4.6M
Stock Yards Bank & Trust Co. 0.13% Reduce -0.6% 64,261 $4.6M
Alta Capital Management LLC/ 0.34% Reduce -23.9% 63,608 $4.6M
Texas Yale Capital Corp. 0.10% No change 63,548 $4.6M
Empirical Finance, LLC 0.19% Add +4.0% 63,435 $4.6M
Pine Valley Investments Ltd Liability Co 0.19% Add +43.0% 62,988 $4.6M
Range Financial Group LLC 1.24% Add +4.6% 62,940 $4.5M
Dynamic Advisor Solutions LLC 0.13% Reduce -0.2% 62,892 $4.5M
Group One Trading LLC 0.13% Add +179.3% 62,858 $4.5M
Verus Capital Partners, LLC 0.24% Reduce -2.1% 62,808 $4.5M
Loomis Sayles & Co. L P 0.01% Add +0.3% 62,805 $4.5M
KPP Advisory Services LLC 0.57% Reduce -0.0% 62,196 $4.5M
GAMMA Investing LLC 0.17% Add +6.5% 61,938 $4.5M
Prime Capital Investment Advisors, LLC 0.04% Add +1.6% 61,838 $4.4M
GLOBALT Investments LLC / GA 0.15% Reduce -1.3% 61,200 $4.4M
Ameritas Advisory Services, LLC 0.09% Add +25.8% 60,861 $4.4M
Cornerstone Wealth Management, LLC 0.19% Add +0.1% 60,834 $4.4M
RMR Wealth Builders 0.27% Add +40.4% 60,666 $4.4M
Aviva PLC 0.01% Reduce -1.6% 60,663 $4.4M
Ashton Thomas Private Wealth, LLC 0.09% Add +0.6% 60,458 $4.3M
Strategic Investment Advisors / MI 0.26% Reduce -4.0% 60,208 $4.3M
Independent Solutions Wealth Management, LLC 0.56% Add +2.2% 60,125 $4.3M
Balyasny Asset Management L.P. 0.01% Reduce -33.4% 60,008 $4.3M
NewEdge Wealth, LLC 0.04% Reduce -5.6% 59,746 $4.3M
Haverford Trust Co 0.04% Add +0.7% 59,696 $4.3M
Wilmington Savings Fund Society, FSB 0.10% Reduce -4.8% 59,499 $4.3M
Valley National Advisers Inc. 0.47% Reduce -0.2% 59,262 $4.3M
Milestone Asset Management, LLC 0.67% Add +52.2% 59,252 $4.3M
Calamos Advisors LLC 0.02% Reduce -19.3% 58,750 $4.2M
Regions Financial Corp. 0.03% Add +1.9% 58,274 $4.2M
Bollard Group LLC 0.13% Reduce -0.4% 58,116 $4.2M
Sanders Morris Harris LLC 2.42% Reduce -15.8% 57,955 $4.2M
Verition Fund Management LLC 0.03% Add +1744.7% 57,888 $4.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -20.1% 57,568 $4.1M
Tokio Marine Asset Management Co. Ltd. 0.13% No change 57,468 $4.1M
Ossiam 0.05% New 57,167 $4.1M
Confluence Wealth Services, Inc. 0.12% Add +20.9% 57,018 $4.1M
Accurate Wealth Management, LLC 0.39% Add +3.6% 56,808 $4.1M
Plan Group Financial, LLC 0.84% Add +11.0% 56,096 $4.0M
LVW Advisors, LLC 0.35% Add +2.2% 55,663 $4.0M
Dana Investment Advisors, Inc. 0.10% Reduce -0.2% 55,330 $4.0M
Engineers Gate Manager LP 0.05% Reduce -60.9% 55,173 $4.0M
Pekin Hardy Strauss, Inc. 0.35% Reduce -1.7% 55,021 $4.0M
Moors & Cabot, Inc. 0.15% Add +1.9% 54,743 $3.9M
Verus Financial Partners, Inc. 0.34% Reduce -0.1% 54,706 $3.9M
O'Domhnaill Enterprises, Inc. 3.12% Reduce -4.7% 54,272 $3.9M
Robertson Stephens Wealth Management, LLC 0.10% Reduce -0.8% 53,155 $3.9M
Private Management Group Inc. 0.10% No change 53,912 $3.9M
RiverFront Investment Group, LLC 0.05% Add +36.2% 53,829 $3.9M
Stokes Family Office, LLC 0.45% Reduce -9.3% 53,764 $3.9M
Carnegie Investment Counsel 0.08% Add +1.4% 53,719 $3.9M
Wbi Investments, LLC 0.95% Reduce -15.4% 53,415 $3.8M
Simmons Bank 0.22% Reduce -3.0% 53,080 $3.8M
Meeder Advisory Services, Inc. 0.14% Add +3.4% 52,995 $3.8M
Zions Bancorporation, National Association 0.23% Add +35.4% 52,972 $3.8M
Mesirow Financial Investment Management, Inc. 0.06% Reduce -4.6% 52,940 $3.8M
North Dakota State Investment Board 0.15% Add +7.7% 52,607 $3.8M
Laurion Capital Management LP 0.28% Add +336.2% 52,376 $3.8M
MH & Associates Securities Management Corp. 3.38% Reduce -0.5% 52,329 $3.8M
Exit Wealth Advisors, LLC. 1.72% Add +11.0% 52,293 $3.8M
World Investment Advisors 0.06% Reduce -44.6% 56,105 $3.8M
Capital Investment Advisory Services, LLC 0.23% Add +2.4% 52,132 $3.8M
Leelyn Smith, LLC 0.46% Add +0.5% 52,075 $3.7M
Bessemer Group Inc. 0.01% Add +24.5% 51,951 $3.7M
Moneco Advisors, LLC 0.23% Reduce -0.1% 51,889 $3.7M
Pinnacle Associates Ltd. 0.04% Add +6.4% 51,736 $3.7M
Three Seasons Wealth, LLC 0.34% Add +143.1% 51,496 $3.7M
Cohen Klingenstein LLC 0.11% No change 51,203 $3.7M
Fortune Financial Advisors, LLC 1.56% Add +11.3% 50,558 $3.6M
Mission Wealth Management, LP 0.05% Add +138.3% 50,519 $3.6M
Mufg Securities Americas Inc. 0.19% Add +8.3% 50,295 $3.6M
Maverick Capital 0.03% Reduce -4.0% 50,201 $3.6M
Gerald Baker Financial Group LLC 1.01% Add +0.0% 49,174 $3.5M
Associated Banc-Corp 0.08% Add +6.4% 49,054 $3.5M
IFP Advisors, Inc 0.06% Reduce -11.6% 48,848 $3.5M
Laird Norton Wetherby Trust Company, LLC 0.07% Add +1.1% 48,052 $3.5M
RFG Advisory, LLC 0.05% Add +16.4% 48,719 $3.5M
Clark Estates Inc. 0.81% No change 48,613 $3.5M
Sapient Capital LLC 0.05% Add +3.5% 47,764 $3.5M
Allen Investment Management, LLC 0.04% No change 48,372 $3.5M
OneDigital Investment Advisors LLC 0.03% Reduce -0.6% 48,361 $3.5M
Moneta Group Investment Advisors LLC 0.03% Add +9.8% 48,221 $3.5M
Scotia Capital Inc. 0.01% Reduce -11.3% 47,845 $3.4M
Prevail Innovative Wealth Advisors, LLC 0.51% Add +34.5% 47,710 $3.4M
Independent Financial Group, LLC 0.06% Reduce -7.1% 47,637 $3.4M
Peak Retirement Planning, Inc. 0.54% Add +31.3% 47,507 $3.4M
Asset Planning,Inc 2.21% Reduce -3.5% 47,370 $3.4M
Elevation Point Wealth Partners, LLC 0.06% Add +6.6% 46,709 $3.4M
TCV Trust & Wealth Management, Inc. 0.26% Reduce -2.0% 47,161 $3.4M
Wesbanco Bank Inc. 0.08% Add +24.0% 47,036 $3.4M
Peapack Gladstone Financial Corp. 0.04% Add +0.7% 46,483 $3.3M
Hunter Associates Investment Management LLC 0.38% Add +1.3% 46,315 $3.3M
HBW Advisory Services LLC 0.30% Add +1.1% 46,016 $3.3M
Coldstream Capital Management Inc. 0.04% Reduce -2.7% 46,004 $3.3M
Simplicity Wealth,LLC 0.11% Add +12.9% 45,855 $3.3M
Securian Asset Management, Inc. 0.12% Reduce -2.6% 44,375 $3.3M
Florida Trust Wealth Management Co 0.08% Add +3.2% 45,283 $3.3M
Geneos Wealth Management Inc. 0.07% Reduce -2.5% 44,846 $3.2M
Private Trust Co. NA 0.26% Add +6.3% 44,532 $3.2M
Wealthcare Advisory Partners LLC 0.06% Reduce -21.1% 44,220 $3.2M
Signaturefd, LLC 0.04% Add +8.8% 44,197 $3.2M
Radnor Capital Management, LLC 0.45% No change 44,196 $3.2M
Kentucky Retirement Systems Insurance Trust Fund 0.19% Reduce -0.5% 44,194 $3.2M
Ausdal Financial Partners, Inc. 0.12% Add +1.0% 44,004 $3.2M
Parallel Advisors, LLC 0.05% Add +0.9% 43,929 $3.2M
Hayek Kallen Investment Management 0.95% Add +0.7% 43,485 $3.1M
NBT Bank, N.A. 0.21% Reduce -3.0% 43,487 $3.1M
Nicolet Bankshares Inc. 0.10% Add +2.8% 43,487 $3.1M
Trust Co. of Vermont 0.12% — 43,432 $3.1M
Ethic Inc. 0.04% Reduce -5.8% 43,342 $3.1M
Bridges Investment Management Inc. 0.04% Reduce -15.7% 43,340 $3.1M
Parthenon LLC 0.32% No change 43,227 $3.1M
HF Advisory Group, LLC 0.96% Add +3.6% 42,957 $3.1M
Jain Global LLC 0.04% Reduce -66.8% 42,950 $3.1M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.85% Reduce -23.0% 42,836 $3.1M
Evergreen Capital Management LLC 0.05% Add +1.4% 42,149 $3.1M
Segall Bryant & Hamill, LLC 0.04% No change 42,763 $3.1M
WealthCare Investment Partners, LLC 0.74% Add +13.4% 42,618 $3.1M
Welch Group, LLC 0.10% Add +0.1% 42,273 $3.0M
Central Valley Advisors, LLC 0.78% Add +1.9% 42,183 $3.0M
Canada Post Corp Registered Pension Plan 0.11% No change 42,088 $3.0M
Stolper Co 0.78% Add +1.5% 41,966 $3.0M
Silvercrest Asset Management Group LLC 0.02% Reduce -0.1% 41,732 $3.0M
Next Level Private LLC 0.59% Add +0.6% 41,700 $3.0M
Deltec Asset Management LLC 0.44% No change 41,632 $3.0M
John Boyer, Inc. 2.59% Add +2.2% 41,560 $3.0M
DoubleLine ETF Adviser LP 1.23% New 41,476 $3.0M
Machina Capital S.A.S. 0.47% Add +160.2% 41,250 $3.0M
SteelPeak Wealth, LLC 0.08% Reduce -3.1% 40,601 $3.0M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -3.9% 40,808 $2.9M
TD Private Client Wealth LLC 0.05% Add +24.5% 40,746 $2.9M
Rayburn West Financial Services LLC 1.61% Reduce -0.4% 40,516 $2.9M
GMO 0.01% Reduce -53.9% 40,505 $2.9M
CX Institutional 0.08% Add +2.9% 40,496 $2.9M
Callan Family Office, LLC 0.06% Add +2.5% 40,461 $2.9M
Central Pacific Bank - Trust Division 0.31% Add +0.9% 40,219 $2.9M
Alley Investment Management Company, LLC 0.34% No change 39,966 $2.9M
Essex Financial Services, Inc. 0.14% Reduce -0.8% 39,682 $2.9M
B. Metzler seel. Sohn & Co. AG 0.02% Add +8.2% 39,667 $2.9M
Precedent Wealth Partners, LLC 0.47% Add +8.5% 39,421 $2.8M
Whitener Capital Management, Inc. 0.60% Add +1.6% 39,358 $2.8M
Kingswood Wealth Advisors, LLC 0.11% Add +13.8% 39,280 $2.8M
MADDEN SECURITIES Corp 0.78% Reduce -6.0% 39,174 $2.8M
Koshinski Asset Management, Inc. 0.15% Reduce -8.4% 39,141 $2.8M
Bahl & Gaynor LLC 0.01% Add +0.9% 39,136 $2.8M
AlphaCore Capital LLC 0.05% Reduce -3.2% 39,055 $2.8M
Horizon Kinetics Asset Management LLC 0.03% No change 38,957 $2.8M
Procyon Advisors, LLC 0.12% Reduce -0.4% 38,779 $2.8M
Voleon Capital Management LP 0.05% Add +2.5% 38,726 $2.8M
Belpointe Asset Management LLC 0.09% Reduce -2.8% 38,394 $2.8M
Meitav Investment House Ltd. 0.02% Reduce -25.7% 38,158 $2.7M
Brighton Jones LLC 0.05% Add +4.9% 37,885 $2.7M
Formidable Asset Management, LLC 0.43% Add +9.5% 41,143 $2.7M
Kovack Advisors, Inc. 0.13% Add +12.3% 37,863 $2.7M
Cary Street Partners Financial LLC 0.06% Reduce -4.2% 37,712 $2.7M
Applied Finance Capital Management, LLC 0.20% New 37,486 $2.7M
Disciplined Equity Management, Inc. 1.19% Reduce -0.3% 37,445 $2.7M
Morningstar Investment Management LLC 0.17% No change 40,785 $2.7M
Focused Wealth Management, Inc 0.24% Add +9.0% 37,381 $2.7M
Howard Capital Management Group, LLC 0.16% No change 37,344 $2.7M
Smartleaf Asset Management LLC 0.09% No change 35,946 $2.7M
Wedbush Securities Inc. 0.07% Add +0.5% 36,884 $2.7M
North Star Asset Management Inc. 0.10% Add +1.6% 36,820 $2.6M
Trust Co. of Toledo NA 0.22% Add +10.1% 36,814 $2.6M
Flputnam Investment Management Co. 0.03% Add +200.0% 36,769 $2.6M
Edgar Lomax Co. 0.20% No change 36,640 $2.6M
Personal Cfo Solutions, LLC 0.38% Reduce -0.6% 35,907 $2.6M
Citizens Financial Group Inc. 0.03% Add +20.6% 36,396 $2.6M
RKL Wealth Management LLC 0.21% Add +0.7% 36,196 $2.6M
Hilltop Holdings Inc. 0.21% Reduce -9.5% 36,121 $2.6M
Savvy Advisors, Inc. 0.06% Add +10.1% 36,100 $2.6M
KFA Private Wealth Group, LLC 0.62% Reduce -0.4% 36,061 $2.6M
Investors Asset Management of Georgia Inc. /Ga/ 0.90% Add +0.0% 35,969 $2.6M
Jamison Private Wealth Management, Inc. 0.27% Add +0.2% 35,770 $2.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.08% Reduce -59.4% 35,634 $2.6M
Fulton Bank, N.A. 0.08% Add +20.2% 35,500 $2.6M
Washington Trust Bank 0.18% Reduce -0.7% 35,313 $2.5M
United Advisor Group, LLC 0.27% Reduce -0.5% 35,245 $2.5M
Compound Planning, Inc. 0.07% Add +25.5% 35,245 $2.5M
Baldwin Wealth Partners LLC 0.17% Reduce -23.0% 35,104 $2.5M
Indivisible Partners 0.14% Add +5.1% 35,061 $2.5M
Optimist Retirement Group LLC 0.97% Reduce -0.7% 35,050 $2.5M
Doliver Advisors, LP 0.57% Add +0.0% 34,885 $2.5M
Shoker Investment Counsel, Inc. 0.63% Add +6.6% 34,762 $2.5M
Vest Financial, LLC 0.03% Add +1.6% 34,762 $2.5M
Whalerock Point Partners, LLC 0.44% Add +76.1% 34,702 $2.5M
Trivium Point Advisory, LLC 0.23% Add +101.7% 34,519 $2.5M
Alerus Financial NA 0.11% Add +89.6% 34,492 $2.5M
Western Wealth Management, LLC 0.08% Add +0.2% 34,472 $2.5M
Bogart Wealth, LLC 0.09% Add +3.7% 34,468 $2.5M
Ceera Investments, LLC 1.05% Reduce -4.4% 34,365 $2.5M
Nicholas Hoffman & Company, LLC. 0.05% Reduce -0.3% 34,179 $2.5M
Miramontes Capital, LLC 0.76% Reduce -8.5% 34,101 $2.5M
SouthState Bank Corp 0.10% Reduce -1.6% 34,074 $2.5M
Greenleaf Trust 0.02% Reduce -1.9% 33,970 $2.4M
Sepio Capital, LP 0.12% Reduce -4.3% 33,956 $2.4M
XTX Topco Ltd 0.03% Reduce -65.7% 33,896 $2.4M
Harbor Capital Advisors, Inc. 0.17% Reduce -0.2% 33,770 $2.4M
Midwest Trust Co 0.03% Add +36.9% 33,692 $2.4M
Fifth Third Wealth Advisors LLC 0.07% Reduce -2.6% 33,665 $2.4M
UMB Bank, n.a. 0.03% Reduce -0.9% 33,631 $2.4M
Prudential PLC 0.02% Reduce -1.5% 33,416 $2.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -30.4% 33,406 $2.4M
WP Advisors, LLC 0.58% Reduce -0.8% 33,317 $2.4M
Drucker Wealth 3.0, LLC 0.38% Add +6.3% 33,255 $2.4M
Edgestream Partners, L.P. 0.07% Reduce -39.7% 33,222 $2.4M
Cherokee Insurance Co 0.92% No change 33,139 $2.4M
Charles Schwab Trust Co 0.13% Add +444.0% 33,081 $2.4M
Burford Brothers, Inc. 0.87% Reduce -19.4% 32,891 $2.4M
Bokf, NA 0.03% Reduce -65.0% 32,831 $2.4M
Weinberger Asset Management, Inc 0.76% Add +0.1% 34,539 $2.4M
Kavar Capital Partners Group, LLC 0.29% Add +1.0% 32,665 $2.4M
Poehling Capital Management, INC. 0.50% Add +5.2% 32,659 $2.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +2.9% 32,566 $2.3M
Affinity Investment Advisors, LLC 1.19% Add +6.8% 32,548 $2.3M
Mechanics Bank Trust Department 0.29% Reduce -2.1% 32,344 $2.3M
Keudell/Morrison Wealth Management 0.44% Add +6.6% 32,126 $2.3M
King Luther Capital Management Corp. 0.01% Reduce -0.7% 32,123 $2.3M
Silver Oak Securities, Incorporated 0.14% Add +0.6% 32,082 $2.3M
Integrity Alliance, Llc. 0.07% Add +2.3% 31,908 $2.3M
one8zero8, LLC 0.45% No change 31,504 $2.3M
Axxcess Wealth Management, LLC 0.04% Add +5.4% 31,448 $2.3M
Paradigm Capital Management, LLC 1.96% Add +0.1% 31,436 $2.3M
Ellenbecker Investment Group 0.26% Reduce -0.8% 31,267 $2.2M
CMG Global Holdings, LLC 0.95% Add +0.1% 31,208 $2.2M
Ti-Trust, Inc. 1.21% No change 31,205 $2.2M
Security National Bank 0.27% No change 31,147 $2.2M
Bryn Mawr Trust Advisors, LLC 0.10% Reduce -1.1% 31,060 $2.2M
Brandywine Trust Co. 0.36% No change 30,814 $2.2M
Focus Financial Network, Inc. 0.07% Add +16.4% 30,480 $2.2M
HM Payson & Co. 0.03% Reduce -37.1% 30,452 $2.2M
Silverlake Wealth Management LLC 0.42% Add +3.7% 30,401 $2.2M
Marino, Stram & Associates LLC 0.35% Add +0.6% 30,392 $2.2M
Hilton Head Capital Partners, LLC 1.10% Add +0.2% 30,290 $2.2M
Griffin Asset Management, Inc. 0.23% Add +4.3% 30,256 $2.2M
WealthCare Asset Management, LLC 0.91% New 30,232 $2.2M
Westwood Holdings Group Inc. 0.02% Add +216.6% 30,208 $2.2M
Independence Bank of Kentucky 0.24% Reduce -2.5% 30,063 $2.2M
Sharpepoint LLC 1.08% Add +5.7% 30,008 $2.2M
Tema ETFs LLC 0.07% Add +10.7% 30,004 $2.2M
Crestwood Advisors Group, LLC 0.03% Add +10.3% 29,799 $2.1M
Daymark Wealth Partners, LLC 0.05% Reduce -2.5% 29,755 $2.1M
AlphaStar Capital Management, LLC 0.14% Reduce -54.4% 29,683 $2.1M
Measured Risk Portfolios, Inc. 1.89% Reduce -8.6% 29,495 $2.1M
Lynch & Associates 0.37% Add +1.1% 29,424 $2.1M
Finer Wealth Management, Inc. 0.94% Add +12.4% 29,368 $2.1M
Twin Tree Management, LP 0.33% New 29,330 $2.1M
X-Square Capital, LLC 0.54% Add +2.3% 29,313 $2.1M
MRA Advisory Group 0.76% New 29,199 $2.1M
Fortis Group Advisors, LLC 0.33% Reduce -0.6% 29,091 $2.1M
M Holdings Securities, Inc. 0.29% Reduce -1.2% 28,336 $2.1M
Metis Global Partners, LLC 0.05% Reduce -20.6% 29,061 $2.1M
Tower Research Capital LLC (TRC) 0.05% Reduce -57.5% 28,942 $2.1M
Integrated Advisors Network LLC 0.10% Add +17.2% 28,916 $2.1M
Beacon Financial Group 0.19% Reduce -4.1% 28,882 $2.1M
Apella Capital, LLC 0.03% Add +0.3% 28,418 $2.1M
Legacy Private Trust Co. 0.12% Reduce -8.1% 28,675 $2.1M
LMCG Investments, LLC 0.11% Add +0.8% 28,675 $2.1M
Parsons Capital Management Inc. 0.09% Reduce -0.8% 28,553 $2.1M
Entropy Technologies, LP 0.08% Reduce -86.3% 28,505 $2.1M
Steel Grove Capital Advisors, LLC 0.19% Add +0.0% 28,450 $2.0M
Spire Wealth Management 0.06% Add +41.6% 28,416 $2.0M
VestGen Advisors, LLC 0.06% Add +7.1% 28,379 $2.0M
Quadrant Capital Group LLC 0.06% Add +11.5% 28,315 $2.0M
Bradley Foster & Sargent Inc. 0.03% Reduce -5.7% 28,313 $2.0M
TCW Group Inc. 0.01% Add +1.8% 28,273 $2.0M
Intrust Bank NA 0.15% Add +3.7% 28,254 $2.0M
Cornerstone Select Advisors, LLC 0.85% Add +27.6% 28,195 $2.0M
HBK Sorce Advisory LLC 0.04% Add +5.5% 29,509 $2.0M
Waters Parkerson & Co., LLC 0.10% Reduce -6.8% 28,004 $2.0M
Modern Wealth Management, LLC 0.02% Add +21.9% 27,889 $2.0M
Applied Capital LLC 1.34% Add +0.0% 27,831 $2.0M
Berkshire Asset Management LLC 0.08% Reduce -1.1% 27,804 $2.0M
Patriot Financial Group Insurance Agency, LLC 0.20% Reduce -48.0% 27,718 $2.0M
Arvest Bank Trust Division 0.10% Add +387.0% 27,636 $2.0M
Mitchell McLeod Pugh & Williams Inc. 0.24% Add +2.5% 27,626 $2.0M
Valeo Financial Advisors, LLC 0.04% Reduce -11.7% 27,560 $2.0M
Left Brain Wealth Management, LLC 0.60% Add +0.9% 27,518 $2.0M
Stratos Wealth Advisors, LLC 0.11% Add +20.9% 27,499 $2.0M
FIL Ltd 0.00% Add +40.9% 27,298 $2.0M
Jacobi Capital Management LLC 0.10% Reduce -0.1% 27,220 $2.0M
P.A.W. Capital Corp. 1.50% Reduce -1.6% 27,150 $2.0M
Aprio Wealth Management, LLC 0.10% Add +7.9% 27,111 $2.0M
Rwa Wealth Partners, LLC 0.02% Add +1.3% 26,879 $1.9M
Taylor Hoffman Capital Management LLC 0.47% Add +0.0% 26,858 $1.9M
Means Investment Co., Inc. 0.15% Add +0.1% 26,781 $1.9M
Rossmore Private Capital 0.16% No change 26,355 $1.9M
LGT Group Foundation 0.02% Add +42.8% 26,610 $1.9M
Allianz SE 0.02% Add +9.5% 26,305 $1.9M
International Assets Investment Management, LLC 0.11% Add +109.9% 69,844 $1.9M
Ostrum Asset Management 0.09% Add +11.5% 26,184 $1.9M
Wealth Alliance, LLC 0.16% Add +13.5% 25,971 $1.9M
Wedgewood Investors Inc. 1.92% Reduce -1.4% 25,940 $1.9M
Key Client Fiduciary Advisors, LLC 0.54% Add +7.2% 25,757 $1.9M
Salem Investment Counselors Inc. 0.05% Reduce -3.6% 25,345 $1.8M
Groupama Asset Managment 0.02% Add +2.0% 25,062 $1.8M
Cascade Investment Group, Inc. 1.03% Reduce -1.2% 25,547 $1.8M
First City Capital Management, Inc. 0.89% Reduce -0.3% 25,483 $1.8M
Frec Markets, Inc. 0.16% Add +73.9% 25,447 $1.8M
Rothschild Investment LLC 0.07% Reduce -0.1% 25,446 $1.8M
NorthCoast Asset Management LLC 0.04% Reduce -65.3% 25,253 $1.8M
Brady Martz Wealth Solutions, LLC 0.27% Add +1.2% 25,218 $1.8M
San Luis Wealth Advisors LLC 0.27% Reduce -3.3% 25,206 $1.8M
Hohimer Wealth Management, LLC 0.19% Add +1.8% 24,849 $1.8M
Westwind Capital 0.42% New 24,812 $1.8M
Burke & Herbert Bank & Trust Co. 0.44% Reduce -0.1% 24,692 $1.8M
Retirement Planning Group, LLC 0.05% Add +7.0% 24,648 $1.8M
Vigil Wealth Management, LLC 1.25% No change 24,300 $1.7M
Flagship Harbor Advisors, LLC 0.07% Add +1.4% 24,272 $1.7M
Sargent Investment Group, LLC 0.21% Add +1.9% 24,207 $1.7M
Syon Capital LLC 0.08% Add +10.9% 24,134 $1.7M
Marco Investment Management LLC 0.11% No change 24,089 $1.7M
denkapparat Operations GmbH 0.56% Add +118.0% 23,930 $1.7M
Occidental Asset Management, LLC 0.17% Add +104.0% 23,794 $1.7M
Searle & Co. 0.38% Add +1.2% 23,760 $1.7M
Pure Financial Advisors, LLC 0.02% Reduce -28.1% 23,753 $1.7M
Delta Capital Management LLC 0.80% No change 23,735 $1.7M
Certified Advisory Corp 0.14% Add +0.0% 23,710 $1.7M
CHICAGO TRUST Co NA 0.25% Reduce -6.9% 23,676 $1.7M
Donoghue Forlines LLC 0.44% Reduce -5.7% 23,663 $1.7M
Quilter Plc 0.03% No change 23,593 $1.7M
WCG Wealth Advisors LLC 0.04% Reduce -0.2% 23,587 $1.7M
Keynote Financial Services LLC 0.80% Reduce -3.8% 23,585 $1.7M
Van Eck Associates Corp. 0.00% Reduce -42.5% 23,546 $1.7M
Arete Wealth Advisors, LLC 0.11% Add +4.8% 23,479 $1.7M
Clear Creek Financial Management, LLC 0.11% Reduce -1.8% 23,456 $1.7M
Logan Capital Management Inc. 0.06% — 23,424 $1.7M
Joel Isaacson & Co., LLC 0.05% Add +0.7% 23,324 $1.7M
Maia Wealth LLC 0.25% Add +18.8% 23,304 $1.7M
KMG Fiduciary Partners, LLC 0.16% Add +65.2% 23,273 $1.7M
Capital Financial Group Inc\co\ 0.87% Add +0.5% 23,115 $1.7M
Bison Wealth, LLC 0.15% Add +167.4% 23,043 $1.7M
Retirement Guys Formula LLC 0.62% Add +7.8% 23,015 $1.7M
JSF Financial, LLC 0.27% Add +533.7% 22,996 $1.7M
Ashton Thomas Securities, LLC 0.24% Add +37.7% 22,990 $1.7M
Wedmont Private Capital 0.05% Add +19.2% 22,967 $1.6M
First Horizon Corp. 0.06% Add +11.1% 22,907 $1.6M
Ballentine Partners, LLC 0.02% Add +0.6% 22,900 $1.6M
Aspetuck Financial Management LLC 0.97% No change 22,875 $1.6M
Raleigh Capital Management Inc. 0.52% Add +29.3% 22,788 $1.6M
Avidian Wealth Enterprises, LLC 0.04% Add +4.4% 22,549 $1.6M
Lee Danner & Bass Inc. 0.09% Reduce -0.7% 22,539 $1.6M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +2.9% 22,439 $1.6M
Caldwell Trust Co 0.13% Reduce -10.4% 22,385 $1.6M
Sagewood Asset Management LP 0.36% Add +19.5% 22,355 $1.6M
Leavell Investment Management, Inc. 0.06% Reduce -5.5% 21,895 $1.6M
Ethos Financial Group, LLC 0.11% Add +9.4% 22,166 $1.6M
Lantz Financial LLC 0.29% Add +5.3% 22,098 $1.6M
Kera Capital Partners, Inc. 0.15% Add +2.9% 22,084 $1.6M
Burney Co./ 0.04% Reduce -7.7% 22,012 $1.6M
Everett Harris & Co. 0.02% Reduce -0.3% 21,810 $1.6M
Crawford Investment Counsel Inc. 0.03% Reduce -0.3% 21,667 $1.6M
Ignite Planners, LLC 0.21% Reduce -6.8% 21,567 $1.6M
Advyzon Investment Management, LLC 0.11% Add +34.9% 21,561 $1.6M
AdvisorNet Financial, Inc 0.07% Reduce -3.3% 21,557 $1.6M
Onyx Bridge Wealth Group LLC 0.14% Reduce -0.8% 21,497 $1.5M
LaSalle St. Investment Advisors, LLC 0.19% Reduce -0.5% 21,476 $1.5M
Smith, Moore & Co. 0.10% Add +0.7% 21,357 $1.5M
Resurgent Financial Advisors LLC 0.43% Reduce -0.1% 21,291 $1.5M
GoalVest Advisory LLC 0.28% Reduce -1.6% 21,275 $1.5M
HighPoint Advisor Group LLC 0.05% Add +0.8% 21,233 $1.5M
First Bank & Trust 0.22% Add +33.4% 21,165 $1.5M
ICW Investment Advisors LLC 0.53% Reduce -0.2% 21,035 $1.5M
R.m.sincerbeaux Capital Management LLC 0.80% No change 21,032 $1.5M
Emerald Investment Advisers, LLC 0.10% Add +88.7% 20,972 $1.5M
Prosperity Consulting Group, LLC 0.06% Add +19.6% 20,964 $1.5M
Redhawk Wealth Advisors, Inc. 0.15% Reduce -7.6% 20,926 $1.5M
Aurdan Capital Management, LLC 0.38% Reduce -0.1% 20,906 $1.5M
Center For Asset Management LLC 0.67% Reduce -1.4% 20,895 $1.5M
Tradewinds, LLC. 0.34% Reduce -86.2% 1,989 $1.5M
Odyssean, LLC 0.24% Add +66.3% 20,851 $1.5M
Ipswich Investment Management Co., Inc. 0.32% No change 20,845 $1.5M
Insigneo Advisory Services, LLC 0.06% Add +93.2% 20,844 $1.5M
Measured Wealth Private Client Group, LLC 0.36% Add +3.5% 20,843 $1.5M
Rehmann Capital Advisory Group 0.07% Reduce -7.4% 20,808 $1.5M
MCF Advisors LLC 0.05% Add +15.5% 20,471 $1.5M
Red Door Wealth Management, LLC 0.14% Reduce -1.6% 20,601 $1.5M
Mainstay Capital Management LLC 0.11% Reduce -5.0% 20,586 $1.5M
Cambient Family Office, LLC 0.18% Add +6.4% 20,268 $1.5M
Alkeme Wealth, LLC 0.57% Reduce -0.8% 20,579 $1.5M
Inceptionr LLC 0.36% Reduce -2.4% 20,568 $1.5M
New Age Alpha Advisors, LLC 0.06% Reduce -59.4% 20,537 $1.5M
Diversified Trust Co. 0.02% Reduce -13.9% 20,504 $1.5M
Dodge & Cox 0.00% No change 20,500 $1.5M
One Capital Management, LLC 0.04% No change 22,338 $1.5M
Everstar Asset Management, LLC 0.71% Reduce -1.0% 20,484 $1.5M
Ancora Advisors LLC 0.03% Reduce -16.7% 20,459 $1.5M
Zhang Financial LLC 0.04% Add +0.2% 20,358 $1.5M
Franklin Street Advisors Inc. 0.08% Add +7.5% 20,356 $1.5M
Paradigm Asset Management Co. LLC 0.31% Add +21.6% 20,300 $1.5M
Heritage Investors Management Corp. 0.04% Reduce -1.7% 20,281 $1.5M
Private Wealth Asset Management, LLC 0.14% No change 20,259 $1.5M
Spreng Capital Management, Inc. 0.53% Add +0.2% 20,227 $1.5M
Gateway Wealth Partners, LLC 0.09% Reduce -27.3% 20,215 $1.5M
McKinney Capital Management, LLC 0.57% New 20,201 $1.5M
HCR Wealth Advisors 0.13% Add +0.3% 20,149 $1.4M
Ferguson Wellman Capital Management, Inc. 0.02% Reduce -24.4% 20,140 $1.4M
Atom Investors LP 0.13% New 20,117 $1.4M
Goelzer Investment Management, Inc. 0.06% Reduce -3.2% 20,023 $1.4M
Mather Group, Llc. 0.01% Add +27.4% 19,996 $1.4M
IFG Advisory, LLC 0.05% New 19,986 $1.4M
First Nebraska Trust Co 0.12% No change 19,921 $1.4M
Beck Mack & Oliver LLC 0.03% Add +5.3% 19,896 $1.4M
Fiduciary Trust Co 0.02% Reduce -2.7% 19,891 $1.4M
Wealth Alliance Advisory Group, LLC 0.21% Add +1.9% 19,876 $1.4M
Shrier Wealth Management, LLC 0.49% Add +0.3% 19,826 $1.4M
Premier Path Wealth Partners, LLC 0.16% Add +19.1% 19,772 $1.4M
Westbourne Investments, Inc. 0.58% Reduce -11.6% 19,743 $1.4M
Qtron Investments LLC 0.19% Add +17.0% 19,695 $1.4M
Leisure Capital Management 0.44% Add +0.3% 19,577 $1.4M
Financial Sense Advisors, Inc. 0.31% Add +0.1% 19,557 $1.4M
Fidelis Capital Partners, LLC 0.08% Add +6.8% 19,534 $1.4M
D'Orazio & Associates, Inc. 0.16% Add +6.7% 19,483 $1.4M
KLCM Advisors, Inc. 0.11% Reduce -1.3% 19,416 $1.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +85.5% 19,403 $1.4M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -7.3% 18,832 $1.4M
V-Square Quantitative Management LLC 0.13% Reduce -1.9% 19,357 $1.4M
Fourpath Capital Management, LLC 0.18% Add +17.4% 19,339 $1.4M
Traynor Capital Management, Inc. 0.06% Reduce -9.6% 19,172 $1.4M
Richard W. Paul & Associates, LLC 0.42% Add +0.6% 19,140 $1.4M
Mork Capital Management, LLC 0.88% No change 19,100 $1.4M
Cidel Asset Management Inc. 0.07% Add +1.4% 18,984 $1.4M
Chicago Partners Investment Group LLC 0.03% Add +15.0% 18,926 $1.4M
Invariant Investment Management 0.80% Reduce -1.6% 18,974 $1.4M
Beese Fulmer Investment Management, Inc. 0.08% Add +8.8% 18,933 $1.4M
Blue Capital, Inc. 0.86% Add +8.7% 18,816 $1.4M
Gateway Investment Advisers LLC 0.01% Reduce -11.6% 18,806 $1.4M
Capital Advisors Inc. 0.02% Reduce -1.0% 18,763 $1.4M
OpenArc Corporate Advisory, LLC 0.02% Add +17.1% 18,732 $1.3M
Charter Research & Investment Group, Inc. 0.82% No change 18,677 $1.3M
Allegheny Financial Group 0.14% Add +0.5% 18,645 $1.3M
Catalyst Financial Partners LLC 0.13% Add +31.1% 18,642 $1.3M
Benchmark Financial Wealth Advisors, LLC 0.33% Add +0.3% 18,606 $1.3M
Michels Family Financial, LLC 0.86% Reduce -0.8% 18,592 $1.3M
ArchPoint Investors 0.28% Reduce -39.2% 18,317 $1.3M
Park National Corp. 0.04% Reduce -2.5% 18,555 $1.3M
Kanawha Capital Management LLC 0.09% Reduce -3.5% 18,503 $1.3M
Viewpoint Capital Management LLC 0.68% Reduce -25.4% 18,431 $1.3M
Lazari Capital Management, Inc. 0.41% Reduce -0.6% 18,389 $1.3M
Xxi Wealth, LLC 0.60% Add +12.3% 18,297 $1.3M
Meridian Wealth Management, LLC 0.04% Add +3.1% 18,396 $1.3M
Moody National Bank Trust Division 0.11% Add +0.3% 18,292 $1.3M
Valicenti Advisory Services Inc. 0.25% Reduce -6.6% 18,297 $1.3M
SageView Advisory Group, LLC 0.04% Reduce -7.3% 18,233 $1.3M
Dudley Capital Management, LLC 0.53% Add +0.1% 18,218 $1.3M
Widmann Financial Services, Inc. 0.70% Reduce -5.7% 18,213 $1.3M
Hexagon Capital Partners LLC 0.18% Reduce -3.0% 18,193 $1.3M
Ted Buchan & Co 0.43% Add +2.7% 18,179 $1.3M
Mid-American Wealth Advisory Group, Inc. 0.47% Reduce -30.7% 18,172 $1.3M
Fiduciary Alliance LLC 0.09% Add +2.0% 18,113 $1.3M
Graham Capital Management, L.P. 0.05% Reduce -73.6% 18,100 $1.3M
Mattson Financial Services, LLC 0.27% Add +1.3% 17,786 $1.3M
Sumitomo Life Insurance Co. 0.02% Reduce -5.7% 18,048 $1.3M
Beutel, Goodman & Co Ltd. 0.01% No change 18,000 $1.3M
Wagner Wealth Management, LLC 0.24% Add +0.1% 17,985 $1.3M
Triad Wealth Partners, LLC 0.08% Add +42.5% 18,930 $1.3M
Centaurus Financial, Inc. 0.05% Add +5.5% 17,827 $1.3M
PeakShares LLC 0.95% Add +8.1% 17,780 $1.3M
Wiregrass Investment Management LLC 0.87% Add +2.8% 17,774 $1.3M
Excalibur Management Corp. 0.42% Add +0.0% 17,741 $1.3M
Childress Capital Advisors, LLC 0.21% Add +7.1% 17,673 $1.3M
Independent Wealth Network Inc. 0.32% Add +4.8% 17,642 $1.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Add +24.8% 17,615 $1.3M
Oliver Luxxe Assets LLC 0.19% No change 17,610 $1.3M
Keystone Financial Group 0.07% Add +34.0% 17,486 $1.3M
Berkeley Capital Partners, LLC 0.26% Reduce -1.2% 17,371 $1.2M
SeaCrest Wealth Management, LLC 0.14% Reduce -8.0% 17,357 $1.2M
111 Capital 0.21% New 17,274 $1.2M
Picton Mahoney Asset Management 0.01% Reduce -69.5% 17,175 $1.2M
Blue Trust, Inc. 0.01% Reduce -9.0% 17,171 $1.2M
Winnacle Wealth LLC 0.84% Reduce -3.0% 17,154 $1.2M
Modera Wealth Management, LLC 0.01% Reduce -0.1% 17,139 $1.2M
Philadelphia Trust Co. 0.08% Reduce -1.1% 17,124 $1.2M
Disciplined Investors, L.L.C. 0.62% Reduce -0.5% 17,112 $1.2M
Vanguard National Trust Co 0.07% Add +166.3% 16,827 $1.2M
Shah Wealth Advisors, LLC 0.28% — 16,800 $1.2M
Grove Bank & Trust 0.12% Reduce -0.0% 16,799 $1.2M
Principle Wealth Partners LLC 0.06% Add +13.8% 16,767 $1.2M
Capstone Investment Advisors, LLC 0.01% New 16,674 $1.2M
Z3 Capital Partners, LLC 0.25% Reduce -3.4% 16,674 $1.2M
GeoWealth Management, LLC 0.04% Add +10.2% 16,656 $1.2M
Intrua Financial, LLC 0.11% Add +9.2% 16,637 $1.2M
Value Investment Professionals, LLC 1.00% Add +0.5% 16,485 $1.2M
Walser Wealth Management Company, A Ltd Liability Co 0.49% Add +37.5% 16,474 $1.2M
Salvus Wealth Management, LLC 0.66% Reduce -1.6% 16,449 $1.2M
Redwood Investment Management, LLC 0.12% Add +3.4% 16,414 $1.2M
GWN Securities Inc. 0.20% Reduce -1.9% 16,404 $1.2M
Tradition Wealth Management, LLC 0.07% Add +1.5% 16,215 $1.2M
Soltis Investment Advisors LLC 0.07% Add +5.6% 16,181 $1.2M
Two Sigma Securities, LLC 0.10% New 16,124 $1.2M
Rexford Capital Inc. 0.71% Reduce -0.6% 16,119 $1.2M
Woodward Diversified Capital, LLC 0.51% Reduce -0.5% 16,102 $1.2M
Westbourne Investment Advisors, Inc. 0.32% No change 16,099 $1.2M
Alchemi Wealth, LLC 0.54% Add +1.3% 16,096 $1.2M
MTM Investment Management, LLC 0.33% Add +0.0% 16,091 $1.2M
Los Angeles Capital Management LLC 0.00% Reduce -88.8% 16,038 $1.2M
Bridgefront Capital, LLC 0.30% New 16,037 $1.2M
Element Capital Management LLC 0.06% New 16,000 $1.2M
Cigna Investments Inc. 0.15% Reduce -1.5% 15,862 $1.1M
Boston Partners 0.00% Add +77.4% 15,596 $1.1M
Cozad Asset Management Inc. 0.07% Add +5.4% 15,824 $1.1M
Checchi Capital Advisers, LLC 0.07% Reduce -2.2% 15,789 $1.1M
Arvest Investments, Inc. 0.14% New 15,735 $1.1M
Lanark Financial, Inc. 0.08% Add +7.9% 15,704 $1.1M
Mosaic Family Wealth Partners, LLC 0.08% Add +6.4% 15,657 $1.1M
Moody LYNN Lieberson & Walker, LLC 0.06% Reduce -0.7% 15,654 $1.1M
Alpha Omega Wealth Management LLC 0.17% Add +0.2% 15,614 $1.1M
Chelsea Counsel Co. 0.47% Reduce -8.4% 15,310 $1.1M
Welch & Forbes LLC 0.01% Reduce -15.8% 15,504 $1.1M
Galvin, Gaustad & Stein, LLC 0.08% Add +4.9% 15,369 $1.1M
North Star Investment Management Corp. 0.06% Add +2.4% 15,363 $1.1M
Evernest Financial Advisors, LLC 0.23% No change 15,363 $1.1M
TigerOak Management, L.L.C. 0.31% Add +0.3% 15,328 $1.1M
Bartlett & Co. Wealth Management LLC 0.01% Reduce -0.7% 15,084 $1.1M
Perpetual Ltd 0.02% Reduce -56.0% 15,232 $1.1M
Royal Palms Capital LLC 0.96% Reduce -1.1% 15,181 $1.1M
Magnolia Capital Advisors LLC 0.19% Add +0.8% 15,156 $1.1M
Centiva Capital, LP 0.04% Add +371.4% 15,154 $1.1M
Ameritas Investment Partners, Inc. 0.03% Reduce -5.1% 15,130 $1.1M
Catalyst Funds Management Pty Ltd 0.06% Reduce -65.5% 15,054 $1.1M
Kapstone Financial Advisors LLC 0.45% Reduce -1.1% 15,041 $1.1M
StoneX Group Inc. 0.04% Add +31.6% 14,803 $1.1M
MYDA Advisors LLC 0.26% New 15,000 $1.1M
Compagnie Lombard Odier SCmA 0.01% No change 15,000 $1.1M
Profund Advisors LLC 0.03% Reduce -11.4% 14,985 $1.1M
Pinion Investment Advisors, LLC 0.20% Add +3.8% 14,971 $1.1M
Stirlingshire Investments, Inc. 0.80% Add +29.0% 14,704 $1.1M
CWS Financial Advisors, LLC 0.24% Add +0.4% 14,868 $1.1M
Williams Jones Wealth Management, LLC. 0.01% Add +0.3% 14,780 $1.1M
Plimoth Trust Co. LLC 0.21% Reduce -3.0% 14,713 $1.1M
Pension & Wealth Management Advisors, Inc. 0.28% Add +0.1% 14,686 $1.1M
Tompkins Financial Corp. 0.07% Add +28.7% 14,685 $1.1M
WealthPLAN Partners, LLC 0.20% Reduce -1.7% 14,627 $1.1M
Courier Capital LLC 0.05% Add +0.1% 14,621 $1.1M
Centennial Wealth Advisory LLC 0.23% Add +14.5% 14,578 $1.0M
Bill Few Associates, Inc. 0.22% Reduce -0.3% 14,519 $1.0M
Diversified Enterprises, LLC 0.05% Add +1.4% 14,487 $1.0M
Highland Financial Advisors, LLC 0.23% Reduce -5.2% 14,437 $1.0M
Roman Butler Fullerton & Co. 0.25% Add +32.1% 14,443 $1.0M
Forum Financial Management, LP 0.01% Add +7.0% 14,414 $1.0M
Purkiss Capital Advisors LLC 0.39% Reduce -10.1% 14,392 $1.0M
VeraBank, N.A. 0.17% No change 14,338 $1.0M
Wolff Financial Management LLC 0.21% Add +0.0% 14,334 $1.0M
Gilliland Jeter Wealth Management LLC 0.27% Add +0.2% 14,278 $1.0M
Calamos Wealth Management LLC 0.03% Add +1.4% 14,272 $1.0M
Elyxium Wealth, LLC 0.11% Add +144.2% 14,264 $1.0M
MOKAN Wealth Management Inc. 0.39% Add +40.0% 14,264 $1.0M
City National Bank of Florida 0.43% Reduce -10.6% 14,243 $1.0M
Aviance Capital Partners, LLC 0.11% Add +8.9% 14,235 $1.0M
Symmetry Partners, LLC 0.05% Add +10.3% 14,235 $1.0M
Klingenstein Fields & Co. LP 0.04% Reduce -7.5% 14,221 $1.0M
Bluespring Wealth Management, LLC 0.02% Add +161.0% 14,215 $1.0M
Holderness Investments Co. 0.17% Add +0.7% 14,168 $1.0M
F/m Investments LLC 0.05% Reduce -0.5% 14,159 $1.0M
Koenig Investment Advisory, LLC 0.79% Reduce -4.7% 14,148 $1.0M
Horst & Graben Wealth Management LLC 0.13% Add +0.9% 14,195 $1.0M
American National Bank & Trust 0.09% No change 14,112 $1.0M
Miller Financial Services LLC 0.82% Add +17.9% 14,107 $1.0M
Cannell & Spears LLC 0.02% Add +5.7% 14,095 $1.0M
Avestar Capital, LLC 0.06% Add +1.6% 14,090 $1.0M
Compass Financial Management LLC 0.12% — 14,284 $1.0M
Parkside Financial Bank & Trust 0.07% Reduce -3.0% 14,036 $1.0M
Xcel Wealth Management, LLC 0.25% Add +16.7% 14,007 $1.0M
Guardian Partners Inc. 0.09% Reduce -1.8% 14,000 $1.0M
National Philanthropic Trust 0.01% No change 13,992 $1.0M
Ardent Capital Management, Inc. 0.42% Reduce -5.3% 13,910 $1.0M
Longfellow Investment Management Co. LLC 0.20% Reduce -0.4% 13,900 $1.0M
Capital Advisors Wealth Management, LLC 0.12% Add +2.2% 13,841 $996K
Brindle & Bay Financial Advisors, LLC 0.50% Add +9.6% 13,832 $995K
Samalin Investment Counsel, LLC 0.32% Reduce -1.6% 13,810 $994K
Patten & Patten Inc. 0.05% Reduce -1.4% 13,784 $992K
Turtle Creek Wealth Advisors, LLC 0.05% Add +3.2% 13,774 $991K
Pallas Capital Advisors LLC 0.03% Add +12.9% 13,760 $990K
Langley Wealth Management, LLC 0.96% — 13,700 $986K
Koss-Olinger Consulting, LLC 0.08% Reduce -5.8% 13,695 $985K
Signature Wealth Management Partners, LLC 0.46% Add +0.0% 13,645 $982K
SP Asset Management LLC 0.08% Add +1.3% 13,644 $982K
Chicago Capital, LLC 0.02% Reduce -2.5% 13,605 $979K
Cassaday & Co Wealth Management LLC 0.02% Add +12.0% 13,588 $978K
Strathmore Capital Advisors, Inc. 0.26% Add +2.4% 13,374 $976K
Fiduciary Group, LLC 0.08% No change 13,548 $975K
44 Wealth Management LLC 0.32% Add +0.6% 13,546 $975K
MBA Advisors LLC 0.33% Reduce -0.1% 13,525 $973K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +2.4% 13,512 $972K
Hazlett, Burt & Watson, Inc. 0.26% No change 13,492 $972K
Resolute Advisors LLC 0.23% Reduce -7.0% 13,308 $972K
Jefferies Financial Group Inc. 0.01% Add +23.1% 13,342 $960K
Brooks, Moore & Associates, Inc. 0.43% Add +13.4% 13,331 $959K
Capital International Sarl 0.01% Reduce -27.8% 13,315 $958K
Linscomb Wealth, Inc. 0.04% Reduce -12.2% 13,314 $958K
Exchange Bank 0.60% Reduce -1.8% 13,297 $957K
Davis Capital Management 0.56% Reduce -1.0% 13,267 $955K
Bull Harbor Capital LLC 0.19% Add +5.0% 13,260 $954K
Gladstone Institutional Advisory LLC 0.03% Add +4.9% 13,250 $953K
Vermillion & White Wealth Management Group, LLC 0.48% Reduce -9.2% 13,237 $952K
NorthStar Asset Management LLC 0.20% Reduce -0.5% 13,215 $951K
Gsa Capital Partners LLP 0.06% New 13,149 $946K
Dakota Wealth Management 0.02% Add +2.1% 13,108 $943K
Tevis Investment Management 0.51% No change 12,866 $939K
FLC Capital Advisors 0.15% No change 13,044 $939K
Raab & Moskowitz Asset Management LLC 0.19% Reduce -0.2% 13,036 $938K
Eastern Bank 0.01% Reduce -8.1% 13,030 $938K
Farmers & Merchants Investments Inc. 0.02% No change 13,005 $936K
Mma Asset Management LLC 0.30% Reduce -0.5% 12,998 $935K
Hilltop National Bank 0.20% Reduce -1.5% 12,987 $934K
Parcion Private Wealth LLC 0.05% Add +4.7% 12,981 $934K
Walker Asset Management, LLC 0.47% Add +0.7% 12,965 $933K
Mogy Joel R Investment Counsel Inc. 0.05% No change 12,950 $932K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -0.0% 12,766 $932K
Kendall Capital Management 0.15% No change 12,932 $930K
Gables Capital Management Inc. 0.34% No change 12,926 $930K
Baron Wealth Management LLC 0.24% Add +13.3% 12,924 $930K
Columbia Asset Management 0.16% No change 12,890 $927K
Towne Trust Company, N.A 0.28% No change 12,889 $927K
Davidson Trust Co. 0.36% No change 12,877 $927K
McGowan Group Asset Management, Inc. 0.11% Add +0.7% 12,876 $926K
Advus Financial Partners, LLC 0.21% Add +6.1% 12,846 $924K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -2.0% 12,809 $923K
First Merchants Corp. 0.03% No change 12,800 $921K
Rakuten Securities, Inc. 0.21% Add +34.7% 12,797 $921K
Clark Capital Management Group, Inc. 0.01% Add +34.2% 12,766 $919K
Burns J W & Co. Inc. 0.10% Reduce -7.1% 12,764 $918K
Taylor & Morgan Wealth Management, LLC 0.45% Reduce -6.0% 12,757 $918K
Storen Legacy Partners, LLC 0.25% Add +0.9% 12,723 $915K
Godsey & Gibb, Inc. 0.07% No change 12,695 $913K
Van Hulzen Asset Management, LLC 0.07% Add +29.0% 12,689 $913K
XML Financial, LLC 0.07% Add +2.5% 12,678 $912K
Nwam LLC 0.05% Reduce -8.2% 12,675 $912K
Walter & Keenan Wealth Management LLC /in/ 0.23% Add +3.2% 12,667 $911K
Spirit of America Management Corp. 0.17% No change 12,650 $910K
Rothschild Wealth LLC 0.07% Add +2.7% 12,629 $909K
MidFirst Bank 0.06% Add +5.9% 12,619 $908K
Cullinan Associates Inc. 0.07% No change 12,600 $907K
Sterling Investment Management, LLC 0.49% Reduce -1.8% 12,535 $902K
Strategic Blueprint, LLC 0.04% Add +7.6% 12,519 $901K
Aureus Asset Management, LLC 0.05% Add +1.1% 12,491 $899K
Signature Estate & Investment Advisors LLC 0.02% Add +9.6% 12,476 $898K
Cape Investment Advisory, Inc. 0.24% Add +3.8% 12,465 $897K
Johnson & White Wealth Management, LLC 0.33% Reduce -2.9% 12,434 $895K
PDS Planning, Inc 0.05% Add +3.1% 12,427 $894K
Clarity Financial LLC 0.08% Add +0.4% 12,422 $894K
Lewis Asset Management, LLC 0.31% No change 12,422 $894K
Synergy Asset Management, LLC 0.08% Reduce -79.6% 12,395 $892K
Resonant Capital Advisors, LLC 0.04% Add +11.0% 12,163 $888K
Havemeyer Place LP 0.09% Reduce -30.5% 12,338 $888K
Boothbay Fund Management, LLC 0.02% Add +121.5% 12,251 $881K
Foster Group, Inc. 0.02% Add +1.6% 12,248 $881K
Neville Rodie & Shaw Inc. 0.06% No change 12,228 $880K
Stonebridge Financial Group, LLC 0.07% Add +0.8% 12,214 $879K
Safeguard Investment Advisory Group, LLC 0.20% Add +25.3% 12,202 $878K
Ariadne Wealth Management, LP 0.39% Add +10.5% 12,178 $876K
Boston Family Office LLC 0.05% Add +0.7% 12,164 $875K
EverSource Wealth Advisors, LLC 0.03% Reduce -11.6% 12,128 $873K
Kennedy Investment Group, Inc. 0.30% Add +0.1% 12,116 $872K
Papamarkou Wellner Asset Management inc. 0.54% No change 13,140 $867K
Narwhal Capital Management 0.06% No change 12,045 $867K
Northstar Financial Companies, Inc. 0.58% Add +25.3% 12,042 $866K
Northstar Advisory Group, LLC 0.27% Add +0.0% 11,972 $861K
Old Peak Finance LLC 0.42% Add +1.3% 11,920 $858K
Manske Wealth Management 0.21% Reduce -2.1% 11,919 $858K
Spinnaker Trust 0.04% Add +0.8% 11,919 $858K
Continuum Advisory, LLC 0.07% Add +14.3% 11,907 $857K
WealthTrust Axiom LLC 0.19% Add +5.3% 11,901 $856K
JMN Financial LLC 0.66% Add +40.0% 11,684 $853K
Transamerica Financial Advisors, LLC 0.07% Add +3.5% 11,789 $852K
JT Stratford LLC 0.09% Add +1.4% 11,815 $850K
Rogco, LP 0.26% Reduce -2.4% 11,788 $848K
Gilbert & Cook, Inc. 0.10% Add +0.7% 11,774 $847K
Founders Financial Securities LLC 0.04% Add +2.0% 11,759 $846K
Advocate Investing Services LLC 0.65% Add +7.3% 11,726 $844K
Serenus Wealth Advisors, LLC 0.15% Reduce -1.3% 11,721 $843K
Anchor Investment Management, LLC 0.06% Add +4.4% 11,684 $841K
Klingman & Associates, LLC 0.04% Add +2.4% 11,624 $836K
One Wealth Advisors, LLC 0.09% Reduce -2.1% 11,617 $836K
XY Planning Network, Inc. 0.10% Add +6.9% 11,610 $835K
Rahlfs Capital, LLC 0.61% No change 11,597 $834K
TrinityBridge Ltd 0.02% Add +5.5% 11,592 $834K
Tanager Wealth Management LLP 0.07% Add +0.2% 11,578 $833K
Virtue Capital Management, LLC 0.11% Reduce -12.4% 11,577 $833K
CoreFirst Bank & Trust 0.41% Reduce -1.4% 11,568 $832K
Convergence Financial, LLC 0.07% Add +84.1% 11,564 $832K
Wealth Quarterback LLC 0.26% Reduce -9.4% 11,548 $831K
Balentine LLC 0.03% Add +9.8% 11,540 $830K
Callahan Advisors, LLC 0.06% Add +1.1% 11,527 $829K
Intellectus Partners, LLC 0.14% Reduce -3.0% 11,351 $829K
Virtus Advisers, LLC 0.32% Add +15.0% 11,506 $828K
Stratos Investment Management, LLC 0.03% Add +0.8% 11,502 $828K
Howland Capital Management LLC 0.03% Add +0.0% 11,305 $825K
TIAA Wealth Investment Management LLC 0.01% Add +6.8% 11,388 $821K
Angeles Wealth Management, LLC 0.04% Add +1.3% 11,239 $821K
Vista Investment Partners LLC 0.21% Reduce -52.2% 11,365 $818K
Loudon Investment Management, LLC 0.40% Reduce -1.9% 11,318 $814K
Cobblestone Asset Management LLC 0.34% Add +0.0% 11,312 $814K
Gerber, LLC 0.38% Add +0.0% 11,298 $813K
HHM Wealth Advisors, LLC 0.08% Reduce -0.8% 11,276 $811K
KCM Investment Advisors LLC 0.02% Reduce -3.2% 11,263 $810K
ABN AMRO Bank N.V. 0.01% Reduce -28.1% 11,000 $809K
Center for Wealth Management Advisory 0.51% Reduce -17.1% 11,236 $808K
Clark Financial Services Group Inc. 0.38% Add +16.9% 11,215 $807K
Axis Wealth Partners, LLC 0.39% Reduce -0.8% 11,185 $805K
United Bank 0.09% Reduce -0.6% 11,141 $802K
Birch Financial Group, LLC 0.41% Reduce -12.1% 11,128 $801K
Van Diest Capital, LLC 0.71% Add +92.7% 11,085 $798K
Evercore Wealth Management, LLC 0.01% Reduce -0.2% 11,057 $796K
Choate Investment Advisors 0.01% No change 11,033 $794K
Paragon Financial Partners, Inc. 0.43% No change 11,614 $794K
Delta Asset Management LLC 0.07% Add +0.1% 11,029 $794K
Advisor OS, LLC 0.05% Reduce -17.5% 11,001 $792K
City State Bank 0.18% Reduce -3.0% 11,000 $791K
Astoria Portfolio Advisors LLC. 0.13% Add +60.7% 10,983 $790K
Acorn Wealth Advisors, LLC 0.19% Add +7.4% 10,970 $789K
Argyle Capital Partners, LLC 0.50% Add +6.7% 10,969 $789K
Cortland Associates Inc. 0.11% Add +1.1% 10,948 $788K
Capstone Capital Management Ltd 0.35% New 10,951 $788K
BIP Wealth, LLC 0.02% Add +39.8% 10,916 $785K
Cladis Investment Advisory, LLC 0.37% Add +10.1% 10,914 $785K
Waddell & Associates, LLC 0.04% Add +5.4% 10,904 $785K
TFC Financial Management, Inc. 0.09% Add +0.1% 10,862 $782K
PKS Advisory Services, LLC 0.12% Add +5.6% 10,856 $781K
Sowa Financial Group, Inc. 0.36% Reduce -2.4% 10,850 $781K
Main Street Group, LTD 0.19% Reduce -0.3% 10,809 $778K
N.E.W. Advisory Services LLC 0.05% Add +0.2% 10,792 $777K
Beverly Hills Private Wealth, LLC 0.15% Reduce -60.1% 10,786 $776K
Bath Savings Trust Co 0.08% Add +0.9% 10,776 $775K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -7.6% 10,775 $775K
Atlas Capital Advisors Inc. 0.08% Add +11.3% 10,770 $775K
Greenfield Savings Bank 0.29% Reduce -1.6% 10,760 $774K
CacheTech Inc. 0.13% Add +122.0% 10,754 $774K
Proficio Capital Partners LLC 0.03% New 10,740 $773K
Supplemental Annuity Collective Trust of NJ 0.20% Reduce -5.8% 10,711 $771K
Enzi Wealth 0.24% Reduce -0.7% 10,976 $770K
Azimuth Capital Investment Management LLC 0.03% Reduce -0.9% 10,700 $770K
American Financial & Tax Strategies Inc. 0.35% Reduce -35.1% 10,671 $768K
Nations Financial Group Inc, /Ia/ 0.04% Add +7.5% 10,666 $767K
Patton Albertson Miller Group, LLC 0.08% Reduce -1.8% 10,666 $767K
Providence Wealth Advisors, LLC 0.45% Reduce -1.2% 10,500 $767K
Woodmont Investment Counsel LLC 0.04% Reduce -8.7% 10,644 $766K
Prairie Advisory, LLC 0.18% — 10,610 $763K
Brown Miller Wealth Management, LLC 0.19% No change 10,600 $763K
Fund Advisors of America Inc 0.69% Reduce -4.7% 10,586 $762K
Inscription Capital, LLC 0.07% Add +20.0% 10,583 $761K
Evelyn Partners Group Ltd 0.01% — 10,571 $761K
BridgePort Financial Solutions, LLC 0.19% Add +1.7% 10,551 $759K
180 Wealth Advisors, LLC 0.08% Add +0.1% 10,539 $758K
Trust Point Inc. 0.06% Add +60.4% 10,532 $758K
Transcend Capital Advisors, LLC 0.05% Add +71.4% 10,494 $755K
Chapin Davis, Inc. 0.13% Add +0.0% 10,463 $753K
Wealth Architects, LLC 0.06% Reduce -0.2% 10,433 $751K
Keystone Wealth Services, LLC 0.14% Add +0.4% 10,409 $749K
Siemens Fonds Invest GmbH 0.04% Add +0.5% 10,386 $747K
Blueprint Investment Partners LLC 0.06% Reduce -9.7% 10,377 $747K
Truvestments Capital LLC 0.11% No change 10,341 $744K
CVA Family Office, LLC 0.07% Add +0.7% 10,327 $743K
Signal Advisors Wealth, LLC 0.04% Reduce -59.6% 10,326 $743K
Spartan Wealth Advisory Services LLC 0.06% Add +4.4% 10,319 $742K
Fee-Only Financial Planning, L.C. 0.40% No change 10,303 $741K
Unique Wealth Strategies, LLC 0.27% Reduce -2.3% 10,297 $741K
SageGuard Financial Group, LLC 0.10% Add +4.8% 10,292 $741K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +12.3% 10,291 $740K
J. M. Brown & Associates Inc. 0.42% — 10,278 $740K
Fortress Private Ledger, LLC 0.20% Add +73.2% 10,274 $739K
Sylvest Advisors, LLC 0.33% Reduce -3.3% 10,267 $739K
Second Half Financial Partners, LLC 0.30% Add +15.3% 10,263 $738K
Tocqueville Asset Management L.P. 0.01% Reduce -0.7% 10,260 $738K
Wellington Shields Capital Management, LLC 0.09% Reduce -19.6% 10,243 $737K
Douglass Winthrop Advisors, LLC 0.01% Reduce -22.8% 10,223 $736K
Colonial Trust Co / SC 0.09% Reduce -4.4% 10,203 $734K
Vectors Research Management, LLC 0.19% No change 10,197 $734K
Rossby Financial, LCC 0.13% Add +9.8% 10,177 $732K
Cornerstone Advisory, LLC 0.06% Add +1.8% 10,142 $730K
Titleist Asset Management, LLC 0.05% Reduce -2.4% 10,142 $730K
Rodgers Brothers Inc. 0.07% No change 10,086 $726K
Romano Brothers and Company 0.07% No change 10,076 $725K
Castle Rock Wealth Management, LLC 0.14% Reduce -0.4% 10,082 $721K
Howe & Rusling Inc. 0.04% Add +10.7% 10,017 $721K
Arnhold LLC 0.05% Reduce -33.3% 10,000 $720K
Patron Partners, LLC 0.28% Reduce -5.5% 9,996 $719K
Mosley Wealth Management 0.23% Reduce -39.8% 9,990 $719K
Aaron Wealth Advisors LLC 0.04% Reduce -11.5% 9,988 $719K
Garden State Investment Advisory Services LLC 0.14% Reduce -4.7% 9,969 $717K
Avaii Wealth Management, LLC 0.21% Add +2.6% 9,958 $716K
Portside Wealth Group, LLC 0.08% Add +25.8% 9,956 $716K
Tucker Asset Management LLC 0.18% Add +7.1% 9,939 $715K
Cross Staff Investments Inc 0.40% Reduce -0.6% 9,911 $713K
Guilbault Capital LLC 0.72% No change 9,904 $713K
Schnieders Capital Management, Llc. 0.09% Add +0.1% 9,895 $712K
Gryphon Financial Partners LLC 0.06% Add +29.6% 9,890 $712K
Iams Wealth Management, LLC 0.21% Add +36.0% 9,876 $711K
Heritage Family Offices, LLP 0.27% Add +8.1% 9,867 $710K
Pacific Excel Wealth Advisors, Inc. 0.27% New 9,867 $710K
PCM Encore, LLC 0.12% Reduce -3.0% 9,863 $710K
CFO4Life Group, LLC 0.10% Add +1.0% 9,863 $710K
Monarch Capital Management Inc. 0.16% Add +11.0% 9,718 $709K
Fishman Jay A Ltd. 0.06% No change 9,835 $708K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -6.1% 9,831 $707K
Summit Global Investments 0.04% Reduce -17.3% 9,794 $705K
Private Advisory Group LLC 0.04% Add +4.0% 9,794 $705K
Peregrine Asset Advisers, Inc. 0.15% Add +2.6% 9,790 $704K
Colonial River Investments, LLC 0.20% Reduce -10.0% 9,770 $703K
Grant Private Wealth Management Inc 0.30% Add +32.4% 9,744 $701K
RIA Advisory Group LLC 0.16% Add +4.2% 9,744 $701K
Herold Advisors, Inc. 0.14% Reduce -0.6% 9,717 $701K
FCG Investment Co 0.24% Reduce -9.2% 9,742 $701K
UNIVEST FINANCIAL Corp 0.03% Reduce -4.5% 9,722 $700K
MSH Capital Advisors LLC 0.12% Reduce -3.4% 9,703 $698K
Pettyjohn, Wood & White, Inc. 0.10% Reduce -0.5% 9,703 $698K
Composition Wealth, LLC 0.01% Add +15.5% 9,663 $695K
Monument Capital Management 0.14% Add +88.2% 9,623 $692K
Peak Financial Advisors LLC 0.29% Reduce -1.9% 9,619 $692K
Equitable Trust Co. 0.03% Add +6.7% 9,615 $692K
Wellington Shields & Co., LLC 0.15% No change 9,607 $691K
Hardin Capital Partners, LLC 0.32% Add +0.0% 9,493 $690K
CRA Financial Services, LLC 0.08% Add +0.6% 9,575 $689K
Gibson Capital, LLC 0.11% Add +0.2% 9,573 $689K
Bedel Financial Consulting, Inc. 0.07% No change 9,552 $687K
Greatmark Investment Partners, Inc. 0.08% Reduce -6.6% 9,549 $687K
Legacy Financial Advisors, Inc. 0.08% Add +1.9% 9,521 $685K
Bouchey Financial Group, Ltd. 0.04% Add +12.9% 9,411 $682K
Southern Michigan Bank & Trust 0.24% Add +25.2% 9,462 $681K
1832 Asset Management L.P. 0.00% Add +1.6% 9,444 $679K
Cambria Investment Management, L.P. 0.03% Reduce -46.4% 9,428 $678K
United Capital Management of KS, Inc. 0.09% Add +3.8% 9,426 $678K
Powers Advisory Group, LLC 0.21% Reduce -0.8% 9,411 $677K
Naples Global Advisors, LLC 0.04% Reduce -0.5% 9,275 $677K
Concord Wealth Partners 0.08% Add +0.4% 9,390 $676K
Cynosure Group, LLC 0.10% New 9,385 $675K
BAM Wealth Management, LLC 0.42% Add +15.0% 9,377 $675K
Financial Planning Hawaii, Inc. 0.36% Add +0.0% 9,350 $673K
BankPlus Trust Department 0.16% No change 9,308 $670K
American Alpha Advisors, LLC 0.40% No change 9,290 $668K
Axim Planning & Wealth 0.94% Reduce -3.4% 9,274 $667K
Home Federal Bank of Tennessee 0.14% No change 9,265 $667K
TCI Wealth Advisors, Inc. 0.03% Add +1.1% 9,263 $666K
Tufton Capital Management 0.11% Add +1.4% 9,264 $666K
Fortis Capital Advisors, LLC 0.07% Reduce -8.1% 9,233 $664K
Liberty Square Wealth Partners LLC 0.16% Reduce -2.9% 9,228 $664K
White Lighthouse Investment Management Inc. 0.08% Add +0.0% 9,203 $662K
Lafayette Investments, Inc. 0.12% No change 9,188 $661K
October Effect Ltd 0.62% Reduce -1.1% 9,177 $660K
Quantbot Technologies LP 0.03% Reduce -33.9% 9,162 $659K
Northcape Wealth Management, LLC 0.17% Reduce -5.1% 9,158 $659K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Reduce -3.0% 9,129 $657K
Montecito Bank & Trust 0.10% No change 9,119 $656K
One Plus One Wealth Management, LLC 0.29% Reduce -0.9% 9,099 $655K
Smith Salley Wealth Management 0.03% Reduce -5.1% 9,095 $654K
Trustmark Bank Trust Department 0.04% Add +2.0% 9,078 $653K
Skyline Advisors, Inc. 0.20% No change 9,055 $652K
Addison Capital Co 0.11% No change 9,050 $651K
Bearing Point Capital, LLC 0.09% New 9,024 $649K
Symphony Financial Services, Inc. 0.29% Reduce -0.3% 9,020 $649K
Duncker Streett & Co. Inc. 0.11% Add +2.9% 9,007 $648K
Krane Funds Advisors LLC 0.02% Reduce -1.1% 9,006 $648K
Harbor Investment Advisory, LLC 0.05% No change 9,000 $648K
Yarger Wealth Strategies, LLC 0.23% Add +4.9% 8,959 $643K
Howard Financial Services, LTD. 0.06% Reduce -5.8% 8,895 $640K
Golden Road Advisors LLC 0.31% New 8,892 $640K
Reliant Investment Partners, LLC 0.43% Reduce -7.1% 8,888 $639K
International Private Wealth Advisors LLC 0.33% Add +19.9% 8,873 $638K
Allen Capital Group, LLC 0.05% Add +6.0% 8,833 $636K
Cahill Financial Advisors Inc. 0.06% Add +0.1% 8,832 $635K
ETF Store, Inc. 0.53% Add +1.2% 8,826 $635K
Essex Bank 0.14% Add +0.3% 8,825 $635K
Buckhead Capital Management LLC 0.22% Reduce -0.9% 8,823 $635K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -4.1% 8,805 $634K
Frisch Financial Group, Inc. 0.11% Reduce -1.5% 8,621 $629K
Mindset Wealth Management, LLC 0.12% Reduce -10.3% 8,746 $629K
Main Street Financial Solutions, LLC 0.04% Reduce -0.3% 8,744 $629K
Quadcap Wealth Management, LLC 0.06% Reduce -1.5% 8,742 $629K
Orca Investment Management, LLC 0.46% Reduce -1.0% 8,738 $629K
Abel Hall, LLC 0.11% Add +5.8% 8,738 $629K
William Allan Corp 0.31% Add +0.1% 8,731 $628K
Wealth Effects LLC 0.17% Reduce -2.1% 8,728 $628K
Summit Wealth Partners, LLC 0.09% Add +0.2% 8,728 $628K
Uniting Wealth Partners, LLC 0.13% Reduce -4.0% 8,595 $627K
Partners Wealth Management, LLC 0.61% Reduce -0.4% 8,676 $624K
Syverson Strege & Co 0.14% Add +44.9% 8,652 $623K
First National Bank & Trust Co. of Newtown 0.13% Reduce -3.4% 9,110 $622K
Lavaca Capital LLC 0.06% Add +11.6% 8,628 $621K
Ameriflex Group, Inc. 0.25% Reduce -3.4% 8,627 $621K
Shelton Capital Management 0.01% Reduce -3.1% 8,616 $620K
OneAscent Financial Services LLC 0.03% Add +2.8% 8,610 $619K
Waldron Private Wealth LLC 0.02% Add +0.5% 8,602 $619K
Goldstone Financial Group, LLC 0.06% Reduce -5.1% 8,594 $618K
Accredited Investors Inc. 0.03% Add +0.0% 8,587 $618K
bLong Financial, LLC 0.40% No change 8,579 $617K
Perennial Investment Advisors, LLC 0.04% Add +4.0% 8,562 $616K
Versant Capital Management, Inc 0.06% Add +6.5% 8,555 $616K
Diligent Investors, LLC 0.14% Add +0.1% 8,551 $615K
IFG Advisors, LLC 0.08% No change 8,525 $613K
Staley Capital Advisers Inc. 0.02% Reduce -2.3% 8,518 $613K
Southland Equity Partners LLC 0.11% Add +0.3% 8,515 $613K
Affinity Capital Advisors, LLC 0.08% Reduce -2.7% 8,505 $611K
L2 Asset Management, LLC 0.06% Reduce -3.1% 8,456 $609K
Capital Asset Advisory Services LLC 0.02% Add +5.1% 8,460 $609K
McGlone Suttner Wealth Management, Inc. 0.07% Add +2.5% 8,460 $609K
WBH Advisory Inc. 0.04% Reduce -1.1% 8,446 $608K
Mattern Wealth Management LLC 0.10% Add +1.0% 8,431 $607K
Aljian Capital Management, LLC 0.11% Add +0.4% 8,400 $604K
First Business Financial Services, Inc. 0.05% Add +0.9% 8,384 $603K
BankChampaign, National Association 0.46% Reduce -0.2% 8,376 $603K
Challenger Wealth Management 0.44% Add +2.9% 8,371 $602K
LRI Investments, LLC 0.05% Reduce -2.1% 8,326 $599K
Orion Investment Co 0.17% Add +0.2% 8,310 $598K
WealthPlan Investment Management, LLC 0.03% Add +9.0% 8,306 $598K
Baron Silver Stevens Financial Advisors, LLC 0.08% Add +13.7% 8,289 $596K
Sage Capital Advisors,llc 0.12% Add +0.5% 8,263 $594K
Sound Income Strategies, LLC 0.03% Add +10.6% 8,244 $593K
Maimon Wealth Management LTD. 0.46% No change 8,233 $592K
Winning Points Advisors, LLC 0.78% Reduce -1.8% 8,225 $592K
FourThought Financial Partners, LLC 0.05% Add +0.2% 8,220 $591K
Juno Financial Group LLC 0.21% Add +1.8% 8,195 $590K
Armstrong Advisory Group, Inc. 0.04% Reduce -5.4% 8,169 $588K
Smith Shellnut Wilson LLC 0.22% No change 8,121 $584K
Westmount Partners, LLC 0.13% Add +0.7% 8,093 $582K
O'ROURKE & COMPANY, Inc 0.20% Add +8.3% 8,083 $582K
Wendell David Associates Inc. 0.06% No change 8,081 $581K
Clarion Wealth Managment Partners, LLC 0.47% Add +0.6% 8,073 $581K
Fragasso Financial Advisors Inc 0.03% Add +5.3% 8,059 $580K
Riverbend Wealth Management, LLC 0.29% Add +25.6% 8,051 $579K
Fell Capital Management 0.49% No change 8,050 $579K
Bridgewealth Advisory Group, LLC 0.11% Add +11.8% 8,024 $577K
Cheviot Value Management, LLC 0.06% Add +0.1% 8,015 $577K
Reaves W H & Co. Inc. 0.01% No change 8,000 $576K
DDFG, Inc 0.11% Reduce -0.0% 7,976 $574K
Councilmark Asset Management, LLC 0.30% No change 7,966 $573K
Fairvoy Private Wealth, LLC 0.12% No change 7,939 $571K
Generali Investments, Management Co LLC 0.12% Reduce -9.2% 7,934 $571K
Thompson Siegel & Walmsley LLC 0.01% Reduce -2.5% 7,905 $569K
Montag A & Associates Inc. 0.02% Add +0.7% 7,788 $569K
PFG Advisors 0.03% Reduce -9.9% 7,901 $568K
OmniStar Financial Group, Inc. 0.26% Reduce -2.3% 7,899 $568K
Heritage Wealth Management, Inc. 0.14% Add +0.2% 7,893 $568K
HighMark Wealth Management LLC 0.19% Add +1.6% 7,889 $568K
Wakefield Asset Management LLLP 0.13% Add +3.2% 7,888 $568K
Thoroughbred Financial Services, LLC 0.03% Add +21.6% 7,889 $567K
Candriam S.C.A. 0.00% Add +0.7% 7,883 $567K
West Bancorporation Inc. 0.24% Add +20.4% 7,848 $565K
Pitcairn Wealth Advisors LLC 0.06% Add +6.2% 7,839 $564K
Quotient Wealth Partners, LLC 0.01% Add +9.2% 7,828 $563K
Flow Traders U.S. LLC 0.02% New 7,816 $562K
Stablepoint Partners, LLC 0.08% No change 7,802 $561K
Tower Bridge Advisors 0.05% Add +1.4% 7,791 $561K
Pflug Koory, LLC 0.22% Add +0.4% 7,786 $560K
MBL Wealth, LLC 0.04% Add +3.2% 7,763 $559K
Venturi Wealth Management, LLC 0.02% Add +13.8% 7,762 $558K
Coastal Bridge Advisors, LLC 0.03% Add +5.7% 7,758 $558K
Americana Partners, LLC 0.01% Add +50.9% 7,747 $557K
Ewa, LLC 0.10% Add +12.7% 7,745 $557K
Private Client Services, LLC 0.15% Add +1.7% 7,730 $556K
Successful Portfolios LLC 0.26% Add +0.5% 7,743 $555K
Holland Advisory Services, Inc. 0.61% No change 7,710 $555K
Intelligence Driven Advisers, LLC 0.09% Add +6.6% 7,680 $553K
Xcelsior Advisor Partners LLC 0.07% Add +13.5% 7,680 $553K
Manchester Capital Management LLC 0.07% Add +0.5% 7,668 $552K
AmeriServ Wealth Advisors 0.37% Reduce -23.4% 7,667 $552K
Everhart Financial Group, Inc. 0.04% Reduce -1.0% 7,666 $552K
Sittner & Nelson, LLC 0.17% No change 7,665 $551K
Trilogy Capital Inc. 0.02% Reduce -7.9% 7,658 $551K
Centennial Bank 0.18% No change 7,637 $549K
Register Financial Advisors LLC 0.17% Add +1.0% 7,631 $549K
Fort Point Capital Partners LLC 0.06% Reduce -1.1% 7,520 $549K
Destination Wealth Management 0.01% Reduce -6.3% 7,607 $547K
Diversified Management Inc. 0.12% Reduce -10.8% 7,603 $547K
Asahi Life Asset Management Co., LTD. 0.31% New 7,602 $547K
Everpar Advisors LLC 0.16% Add +5.9% 7,602 $547K
Secured Retirement Advisors, LLC 0.28% Add +0.6% 7,592 $546K
Integrity Advisory Solutions, LLC 0.06% New 7,567 $544K
SYM FINANCIAL Corp 0.04% Add +4.6% 7,558 $544K
Marshall Financial Group, LLC 0.08% Reduce -0.3% 7,557 $544K
Keel Point, LLC 0.03% Add +42.6% 7,556 $544K
Community Trust & Investment Co. 0.03% Reduce -12.5% 7,555 $544K
Schonfeld Strategic Advisors LLC 0.00% New 7,554 $544K
CLG LLC 0.12% Add +0.4% 7,530 $542K
Rare Wolf Capital LLC 0.35% No change 7,529 $542K
Teamwork Financial Advisors, LLC 0.05% Reduce -0.3% 7,518 $541K
Sfmg, LLC 0.03% Add +1.1% 7,510 $540K
National Wealth Management Group, LLC 0.17% Add +1.2% 7,505 $540K
First Western Trust Bank 0.03% Reduce -0.8% 7,480 $538K
Opal Wealth Advisors, LLC 0.12% Add +9.1% 7,455 $536K
South Dakota Investment Council 0.01% Reduce -60.6% 7,449 $536K
Schmidt P J Investment Management Inc. 0.08% No change 7,449 $536K
Meiji Yasuda Life Insurance Co 0.02% Add +53.7% 7,442 $535K
Firethorn Wealth Partners, LLC 0.17% Add +0.6% 7,406 $533K
McElhenny Sheffield Capital Management, LLC 0.13% Add +0.9% 7,396 $532K
NorthCrest Asset Manangement, LLC 0.01% Add +46.7% 7,412 $531K
Souders Financial Advisors 0.05% Add +5.8% 7,374 $531K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -1.4% 7,371 $530K
Second Line Capital, LLC 0.10% Reduce -3.5% 7,257 $530K
Compass Wealth Management, LLC 0.21% Add +0.0% 7,362 $530K
Hendershot Investments Inc. 0.07% No change 7,362 $530K
Wealth Dimensions Group, Ltd. 0.09% Add +0.6% 7,356 $529K
Berger Financial Group, Inc 0.03% Reduce -0.9% 7,354 $529K
Range Advisory, LLC 0.06% Add +116.6% 7,311 $526K
Institute for Wealth Management, LLC. 0.05% Reduce -14.3% 7,298 $525K
Brown Financial Advisors 0.18% Reduce -2.2% 7,283 $524K
Bingham Private Wealth, LLC 0.36% Reduce -1.3% 7,271 $523K
Avior Wealth Management, LLC 0.01% Reduce -0.3% 7,259 $522K
EPG Wealth Management LLC 0.13% Add +0.3% 7,248 $521K
EJMK Ventures LLC 0.24% Add +23.2% 7,192 $521K
Woodard & Co. Asset Management Group Inc. 0.07% Add +0.2% 7,223 $520K
Beacon Investment Advisory Services, Inc. 0.02% No change 7,217 $519K
Nemes Rush Group LLC 0.04% Add +0.1% 7,213 $519K
CI Investments Inc. 0.00% Reduce -3.6% 7,187 $517K
Dynamic Financial Group 0.39% Add +0.3% 7,146 $514K
Interchange Capital Partners, LLC 0.10% Add +22.5% 7,143 $514K
71 West Capital Partners 0.02% Add +37.9% 7,132 $513K
Beacon Capital Management, LLC 0.08% Add +4.2% 7,125 $513K
Ranch Capital Advisors Inc. 0.16% Add +0.1% 7,063 $511K
Caldwell Sutter Capital, Inc. 0.19% Reduce -1.2% 7,093 $510K
Kelleher Financial Advisors 0.07% Add +63.9% 7,066 $508K
Sanchez Gaunt Capital Management, LLC 0.28% Reduce -2.9% 7,062 $508K
TRUE Private Wealth Advisors 0.04% Add +0.4% 7,049 $507K
Cohen Investment Advisors LLC 0.23% Add +1.0% 7,045 $507K
ROI Financial Advisors, LLC 0.26% Add +18.2% 7,039 $506K
J2 Capital Management Inc 0.34% Reduce -9.1% 7,032 $506K
Money Concepts Capital Corp. 0.02% Reduce -3.4% 7,031 $506K
Wealth Science Advisors LLC 0.22% Add +259.8% 7,012 $505K
NWF Advisory Services Inc. 0.05% Add +87.9% 7,008 $504K
Chancellor Financial Group WB LP 0.31% Add +5.4% 6,999 $504K
Cypress Wealth Services, LLC 0.06% Add +0.6% 6,991 $503K
CAP Partners, LLC 0.25% Add +0.6% 6,970 $501K
Dark Forest Capital Management LP 0.03% Reduce -85.0% 6,962 $501K
St. Louis Trust Co 0.06% No change 10,700 $501K
Bangor Savings Bank 0.04% Reduce -31.3% 6,944 $500K
NBH Bank 0.21% — 6,926 $498K
Seven Mile Advisory 0.33% Reduce -1.4% 6,802 $497K
Arista Wealth Management, LLC 0.05% Add +0.1% 6,897 $496K
Birmingham Capital Management Co. Inc. 0.19% No change 6,900 $496K
Balefire, LLC 0.08% Reduce -4.2% 6,886 $495K
Rather & Kittrell, Inc. 0.07% Add +7.2% 6,874 $495K
Winebrenner Capital Management LLC 0.30% No change 6,871 $494K
Bluesphere Advisors LLC 0.15% Add +1.0% 6,867 $494K
Harvest Fund Management Co., Ltd 0.02% Reduce -1.6% 6,861 $494K
TFB Advisors LLC 0.22% Reduce -5.0% 6,863 $494K
Campbell Deegan Wealth Management, LLC 0.35% Add +0.2% 6,858 $493K
Zullo Investment Group, Inc. 0.17% Reduce -3.6% 6,857 $493K
Quantum Financial Partners LLC 0.25% — 6,840 $492K
Sax Wealth Advisors, LLC 0.02% Add +39.7% 7,444 $491K
Breakwater Capital Group 0.06% Add +3.5% 6,812 $490K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -1.6% 6,784 $488K
King Wealth Management Group 0.05% Add +2.1% 6,782 $488K
TMB Capital Partners, LLC 0.15% Add +44.7% 6,782 $488K
Pinnacle Bancorp, Inc. 0.13% No change 6,781 $488K
Investment Advisory Group, LLC 0.11% Add +1.9% 6,773 $487K
TRB Wealth Management, LLC 0.06% No change 6,766 $487K
Stegent Equity Advisors, Inc. 0.35% Reduce -49.8% 6,755 $486K
Optas, LLC 0.07% Add +3.8% 6,739 $485K
Empower Advisory Group, LLC 0.00% Add +8.5% 6,721 $484K
Zinnia Wealth Advisory, LLC 0.49% Reduce -1.6% 6,684 $481K
First Commonwealth Financial Corp 0.07% No change 6,680 $481K
Defiance ETFs, LLC 0.01% Add +20.7% 6,713 $480K
Canandaigua National Bank & Trust Co. 0.04% — 6,669 $480K
Harvey Investment Co. LLC 0.05% No change 6,633 $477K
Sterling Investment Advisors, Ltd. 0.08% No change 6,629 $477K
NTV Asset Management LLC 0.05% No change 6,628 $477K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.3% 6,601 $475K
Cowa, LLC 0.13% Add +13.8% 6,597 $475K
Founders Grove Wealth Partners, LLC 0.09% Add +6.5% 6,596 $475K
Bank Ozk 0.14% Add +2.1% 6,559 $472K
Blalock Williams, LLC 0.31% Add +0.1% 6,554 $472K
Augustine Asset Management Inc. 0.10% No change 6,544 $471K
Thomasville National Bank 0.03% — 6,543 $471K
Hilltop Partners LLC 0.11% Reduce -0.8% 6,538 $470K
MV Capital Management, Inc. 0.04% Add +0.3% 6,533 $470K
Wealthquest Corp 0.03% Add +0.8% 6,524 $469K
Wayfinding Financial, LLC 0.18% Add +2.4% 6,433 $469K
Fiduciary Financial Group, LLC 0.05% Add +1.9% 6,510 $468K
Forza Wealth Management, LLC 0.14% No change 6,494 $467K
Delta Investment Management, LLC 0.08% Add +0.0% 6,442 $464K
MASTERINVEST Kapitalanlage GmbH 0.04% No change 6,428 $462K
Capital Analysts, LLC 0.01% Add +0.2% 6,403 $461K
PlanVest Financial, Inc 0.31% Reduce -0.2% 6,407 $461K
Rowlandmiller & Partners.adv 0.08% Add +34.7% 6,402 $461K
Atlas Brown,Inc. 0.12% Add +0.6% 6,393 $460K
Secure Asset Management, LLC 0.06% Reduce -38.4% 6,375 $459K
Davis R M Inc. 0.01% Reduce -53.9% 6,315 $458K
Mayfair Advisory Group, LLC 0.14% Reduce -2.9% 6,272 $458K
MBE Wealth Management, LLC 0.16% Reduce -10.0% 6,358 $457K
Compton Financial Group, LLC 0.09% Add +0.4% 6,355 $457K
Leonteq Securities AG 0.03% Reduce -36.5% 6,351 $457K
Cascade Financial Partners, LLC 0.04% Reduce -64.8% 6,351 $457K
Root Financial Partners, LLC 0.02% Reduce -1.7% 6,341 $456K
Tsfg, LLC 0.06% Add +0.4% 6,334 $456K
Bright Financial Advisors, Inc. 0.19% No change 6,335 $456K
Platform Technology Partners 0.07% Add +2.0% 6,325 $455K
Conscious Wealth Investments, LLC 0.23% Reduce -0.8% 6,232 $455K
WASHINGTON TRUST Co 0.01% Reduce -13.4% 6,299 $453K
Taylor Financial Group, Inc. 0.25% No change 6,288 $452K
Wallace Capital Management Inc. 0.05% New 6,280 $452K
Tandem Financial, LLC 0.15% No change 6,188 $452K
Beaumont Financial Advisors, LLC 0.03% Add +31.4% 6,249 $450K
KDT Advisors, LLC 0.62% No change 6,245 $449K
Great Waters Wealth Management 0.04% Add +14.8% 6,240 $449K
Oakworth Capital, Inc. 0.02% No change 6,235 $448K
Perryman Financial Advisory Inc. 0.06% Reduce -2.4% 6,227 $448K
Purewater Capital LLC 0.32% Reduce -4.5% 6,218 $447K
Sandro Wealth Management LLC 0.32% Add +9.1% 6,213 $447K
Lester Murray Antman dba SimplyRich 0.10% No change 6,199 $446K
E Fund Management Co., Ltd. 0.01% Reduce -1.0% 6,198 $446K
Wealth Management Associates, Inc. 0.12% Reduce -1.1% 6,196 $446K
Horizon Wealth Management, LLC 0.06% Add +47.7% 6,189 $445K
Alta Advisers Ltd 0.10% Reduce -4.6% 6,164 $444K
Blake Schutter Theil Wealth Advisors, LLC 0.30% Reduce -7.5% 6,150 $442K
Wealthspire Retirement, LLC 0.02% Add +15.1% 6,149 $442K
Claro Advisors Inc. 0.05% Add +5.0% 6,138 $442K
Concorde Asset Management, LLC 0.25% Reduce -6.0% 6,035 $441K
Ascentis Wealth Management, LLC 0.07% Reduce -34.3% 6,116 $440K
West Family Investments, Inc. 0.13% Add +1.6% 6,103 $439K
GDS Wealth Management 0.02% Add +24.6% 6,090 $438K
Keebeck Wealth Management 0.04% Add +47.1% 5,982 $437K
Putney Financial Group LLC 0.39% Reduce -12.9% 6,070 $437K
Moss Adams Wealth Advisors LLC 0.03% Add +8.0% 5,981 $437K
Grandfield & Dodd, LLC 0.02% No change 6,048 $435K
German American Bancorp, Inc. 0.03% Reduce -14.5% 6,026 $434K
Kornitzer Capital Management Inc. 0.01% No change 6,002 $432K
Prairiewood Capital, LLC 0.11% Reduce -7.2% 6,000 $432K
Philadelphia Investment Partners, LLC 0.27% No change 6,631 $432K
Tandem Investment Advisors, Inc. 0.03% Reduce -40.7% 5,984 $431K
SmartHarvest Portfolios, LLC 0.14% Add +15.8% 5,970 $430K
Sharp Wealth Advisory, LLC 0.20% No change 5,968 $429K
Banque Transatlantique SA 0.01% Add +0.4% 7,657 $429K
Silvant Capital Management LLC 0.01% No change 5,966 $429K
Carson Advisory Inc. 0.20% Add +0.1% 5,962 $429K
Somerset Trust Co 0.12% Reduce -5.3% 5,948 $428K
MWA Asset Management 0.19% Add +3.0% 5,913 $425K
Magnus Financial Group LLC 0.03% Add +0.4% 5,911 $425K
McAdam, LLC 0.02% Add +12.6% 5,898 $424K
Alliance Wealth Advisors, LLC 0.17% Reduce -1.7% 5,881 $423K
Balboa Wealth Partners 0.06% Add +0.2% 5,881 $423K
Albion Financial Group 0.02% No change 5,876 $423K
QTR Family Wealth, LLC 0.15% Add +2.9% 5,869 $422K
Financial Engines Advisors L.L.C. 0.00% Reduce -3.4% 5,861 $422K
Comprehensive Financial Consultants Institutional, Inc. 0.11% No change 5,855 $421K
49 Wealth Management, LLC 0.08% Reduce -41.5% 5,840 $420K
Alongside, LLC 0.08% — 5,840 $420K
Park Place Capital Corp 0.07% Add +44.3% 5,838 $420K
Hedeker Wealth, LLC 0.08% Add +1.5% 5,829 $419K
Capital Squared Financial LLC 0.27% No change 5,820 $419K
Brandywine Oak Private Wealth LLC 0.03% Reduce -0.0% 5,816 $418K
Defender Capital, LLC. 0.14% No change 5,810 $418K
Edgemoor Investment Advisors, Inc. 0.03% No change 5,809 $418K
Sculati Wealth Management, LLC 0.14% Add +73.9% 5,609 $416K
Toews Corp. 0.06% New 5,776 $416K
Ridgecrest Wealth Partners, LLC 0.20% No change 5,761 $415K
TrueWealth Advisors, LLC 0.09% Reduce -0.0% 5,757 $414K
First American Trust, FSB 0.02% Add +78.8% 5,749 $414K
Legacy Trust 0.07% Reduce -3.8% 5,746 $413K
Elevated Capital Advisors, LLC 0.11% Reduce -53.0% 5,726 $412K
Roxbury Financial LLC 0.33% Reduce -1.7% 5,723 $412K
1ST Source Bank 0.02% Reduce -1.7% 5,722 $412K
Atlanta Consulting Group Advisors, LLC 0.07% New 5,633 $411K
Gilman Hill Asset Management, LLC 0.06% Reduce -15.4% 5,714 $411K
American Institute for Advanced Investment Management, LLP 0.24% No change 5,704 $410K
Cromwell Holdings LLC 0.18% No change 5,616 $410K
First Financial Bank - Trust Division 0.03% No change 5,686 $409K
Manchester Financial Inc. 0.07% No change 5,680 $409K
Enterprise Financial Services Corp 0.17% Reduce -2.3% 5,664 $408K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.09% Add +0.1% 5,657 $407K
Silver Coast Investments LLC 0.12% No change 5,655 $407K
1620 Investment Advisors, Inc. 0.25% No change 5,653 $407K
Well Done, LLC 0.05% Add +0.5% 5,618 $404K
Trace Wealth Advisors, LLC 0.26% Reduce -9.4% 5,617 $404K
Constant Guidance Financial LLC 0.25% Reduce -21.6% 5,609 $404K
Adams Wealth Management 0.08% Add +15.7% 5,602 $403K
Winthrop Partners - WNY, LLC 0.20% Reduce -3.5% 5,600 $403K
Leslie Global Wealth, LLC 0.16% Add +2.7% 5,597 $403K
Penobscot Investment Management Company, Inc. 0.03% No change 5,596 $403K
Cascades Capital Asset Management, LLC 0.15% Reduce -7.4% 5,591 $402K
Richardson Financial Services Inc. 0.23% Add +0.4% 5,591 $402K
Latitude Advisors, LLC 0.16% Add +49.3% 5,590 $402K
RS Crum Inc. 0.08% No change 5,588 $402K
St Germain D J Co. Inc. 0.01% Add +9.0% 5,587 $402K
Peoples Financial Services Corp. 0.17% Reduce -1.8% 5,585 $402K
Summitry LLC 0.01% New 5,571 $401K
Gratus Wealth Advisors, LLC 0.05% Add +0.2% 5,546 $399K
626 Financial, LLC 0.16% Reduce -9.2% 5,535 $398K
Old Second National Bank of Aurora 0.07% No change 5,530 $398K
Alteri Wealth LLC 0.11% Add +11.9% 5,520 $397K
Impact Capital Partners LLC 0.11% Reduce -1.0% 5,513 $397K
Center for Financial Planning, Inc. 0.04% No change 5,507 $396K
Ares Financial Consulting, LLC 0.28% Add +0.3% 5,506 $396K
Canvas Wealth Advisors, LLC 0.06% Add +7.2% 5,495 $395K
First County Bank 0.19% Reduce -0.5% 5,493 $395K
Stonehaven Wealth & Tax Solutions, LLC 0.32% Add +10.2% 5,489 $395K
Sovereign Financial Group, Inc. 0.06% Reduce -4.8% 5,485 $395K
Intergy Private Wealth, LLC 0.09% Add +10.3% 5,482 $394K
Geneva Partners, LLC 0.11% New 5,477 $394K
Capital City Trust Co. 0.08% No change 5,462 $393K
Noble Wealth Partners LLC 0.34% — 5,443 $392K
Letson Investment Management, Inc. 0.14% No change 5,440 $391K
Fidelity D & D Bancorp Inc. 0.13% No change 5,423 $390K
Mechanics Financial Corp 0.14% Add +10.1% 5,413 $389K
Smallwood Wealth Investment Management, LLC 0.17% No change 5,410 $389K
Novak & Powell Financial Services, Inc. 0.18% Add +0.1% 5,402 $389K
Breachway Investments LLC 0.59% Reduce -1.8% 5,400 $389K
Birch Hill Investment Advisors LLC 0.02% No change 5,400 $389K
TritonPoint Partners, LLC 0.03% New 5,319 $388K
JBR Co Financial Management Inc 0.14% New 5,393 $388K
Heartwood Wealth Advisors LLC 0.03% Reduce -0.8% 5,391 $388K
TCFG Investment Advisors, LLC 0.13% Add +12.7% 5,377 $387K
1900 Wealth Management LLC 0.02% Reduce -2.4% 5,370 $386K
Fiduciary Family Office, LLC 0.10% Add +44.0% 5,342 $384K
Sterling Wealth Management, Inc. 0.10% No change 5,340 $384K
Family Capital Management, Inc. 0.15% Add +2.6% 5,327 $383K
Gentry Private Wealth, LLC 0.20% Reduce -6.7% 5,316 $382K
Legacy Wealth Partners, LLC 0.09% Reduce -0.5% 5,316 $382K
Act Wealth Management, LLC 0.11% Reduce -1.5% 5,306 $382K
High Point Wealth Management, LLC 0.32% Add +0.5% 5,299 $381K
Archer Investment Corp 0.07% Add +7.3% 5,296 $381K
Rubicon Advisors, GP 0.28% Add +2.9% 5,291 $381K
Trust Co 0.03% Reduce -63.9% 5,279 $380K
Foguth Wealth Management, LLC. 0.04% Add +1.4% 5,080 $379K
Sage Private Wealth Group, LLC 0.17% Reduce -9.2% 5,264 $379K
Journey Advisory Group, LLC 0.03% Add +3.3% 5,257 $378K
Vantus Wealth LLC 0.20% — 5,241 $377K
Farmers National Bank 0.08% Reduce -49.8% 5,239 $377K
GTS Securities LLC 0.01% Reduce -70.5% 5,237 $377K
Bar Harbor Wealth Management 0.02% Add +3.0% 5,234 $377K
Barry Investment Advisors, LLC 0.08% Add +0.0% 5,224 $376K
Evanson Financial, LLC 0.02% — 5,223 $376K
Legacy Financial Independent Advisors LLC 0.18% No change 5,200 $374K
Summit Financial Wealth Advisors, LLC 0.05% Reduce -10.9% 5,198 $374K
Nilsine Partners, LLC 0.03% Add +3.7% 5,176 $372K
Aspiriant, LLC 0.01% Add +15.2% 5,174 $372K
Obermeyer Wealth Partners 0.02% No change 5,171 $372K
United Bank 0.11% No change 5,170 $372K
Elmwood Wealth Management, Inc. 0.09% Add +9.4% 5,163 $371K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +5.7% 5,117 $371K
Berman McAleer LLC 0.04% Add +2.3% 5,156 $371K
Clear Wave Wealth Management LLC 0.08% Reduce -0.5% 5,150 $371K
Three Magnolias Financial Advisors, LLC 0.21% No change 5,150 $371K
OMC Financial Services LTD 0.12% Add +0.4% 5,145 $370K
Greenhouse Wealth Management, LLC 0.26% No change 5,142 $370K
Palacios Wealth Management, LLC 0.22% Reduce -0.3% 5,140 $370K
Brick & Kyle, Associates 0.12% No change 5,600 $370K
Manning & Napier Advisors LLC 0.00% Add +0.2% 4,988 $369K
Mosaic Financial Group, LLC 0.24% Reduce -1.1% 5,122 $369K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.11% Add +0.8% 5,111 $368K
FDx Advisors, Inc. 0.11% Add +28.8% 5,105 $367K
Schwarz Dygos Wheeler Investment Advisors LLC 0.07% Reduce -0.2% 5,100 $367K
Severin Investments, LLC 0.28% Reduce -19.8% 5,100 $367K
Wrenne Financial Planning LLC 0.12% New 5,072 $365K
Lakeridge Wealth Management LLC 0.13% Add +1.5% 5,069 $365K
Uptick Partners, LLC 0.06% Add +19.4% 5,053 $364K
World Equity Group, Inc. 0.08% Reduce -8.9% 5,052 $363K
FAS Wealth Partners, Inc. 0.02% Add +1.0% 5,051 $363K
Viewpoint Investment Partners Corp. 0.12% Reduce -26.9% 4,900 $362K
Income Insurance Ltd 0.22% No change 5,018 $361K
Valmark Advisers, Inc. 0.00% Reduce -14.8% 5,008 $360K
Florida Financial Advisors, LLC 0.06% Add +3.0% 5,004 $360K
Graver Capital Management, LLC 0.26% No change 5,000 $360K
Forthright Family Wealth Advisory LLC 0.20% No change 5,000 $360K
Arkfeld Wealth Strategies, L.L.C. 0.11% Add +0.4% 5,000 $359K
Kintra Wealth, LLC 0.02% Add +4.9% 5,520 $359K
Strategic Financial Concepts, LLC 0.11% Reduce -48.8% 4,987 $359K
LFG Wealth Partners, LLC 0.17% Add +1.1% 4,966 $357K
ProVise Management Group, LLC 0.02% Reduce -0.1% 4,966 $357K
Oakmont Advisory Group, LLC 0.30% Reduce -0.8% 4,966 $357K
Almanack Investment Partners, LLC. 0.05% New 4,960 $357K
RFP Financial Group LLC 0.16% Add +3.9% 4,957 $357K
CDKV Holdings LLC 0.28% No change 4,953 $356K
Icon Wealth Advisors, LLC 0.02% Reduce -79.6% 4,953 $356K
Certuity, LLC 0.02% Add +16.1% 4,953 $356K
Realta Investment Advisors 0.11% Reduce -38.3% 4,946 $356K
Tenet Wealth Partners, LLC 0.26% — 4,878 $356K
Piedmont Capital Management, LLC 0.22% Reduce -3.1% 4,941 $356K
Griffith & Werner, Inc. 0.17% Add +1.5% 4,939 $355K
Smithfield Trust Co 0.01% Reduce -23.3% 4,929 $355K
Midwest Heritage Bank, FSB 0.10% No change 4,933 $355K
Fortitude Advisory Group L.L.C. 0.14% Reduce -10.4% 4,933 $355K
Adell Harriman & Carpenter Inc. 0.02% Reduce -21.6% 4,918 $354K
BSW Wealth Partners 0.04% Reduce -0.7% 4,916 $354K
Relyea Zuckerberg Hanson LLC 0.03% Add +9.9% 4,903 $353K
Yoffe Investment Management, LLC 0.40% No change 4,900 $353K
Operose Advisors LLC 0.07% Reduce -10.0% 4,900 $353K
Whalen Wealth Management Inc. 0.16% Reduce -31.2% 4,895 $352K
Becker Capital Management Inc. 0.01% Add +9.4% 4,824 $352K
Coastline Trust Co 0.03% Reduce -7.6% 4,880 $351K
YHB Investment Advisors, Inc. 0.02% New 4,879 $351K
Dearborn Partners LLC 0.02% Add +11.4% 4,865 $350K
Sonata Capital Group Inc. 0.11% No change 4,864 $350K
Intesa Sanpaolo Wealth Management 0.07% Add +44.6% 4,843 $348K
Beckerman Institutional, LLC 0.17% No change 4,841 $348K
Strategic Advisors LLC 0.08% Reduce -39.0% 4,839 $348K
Retirement Planning Co of New England, Inc. 0.13% Add +1.4% 4,827 $347K
AMG National Trust Bank 0.01% Reduce -23.3% 4,827 $347K
Atwood & Palmer Inc. 0.02% No change 4,808 $346K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 4,806 $346K
Ervin Investment Management, LLC 0.19% Reduce -10.3% 4,801 $345K
Barlow Wealth Partners, LLC 0.04% No change 4,741 $345K
AdvisorShares Investments LLC 0.04% Reduce -4.0% 4,796 $345K
Lloyd Advisory Services, LLC. 0.13% Add +2038.0% 4,789 $345K
Golden State Wealth Management, LLC 0.03% Reduce -4.3% 4,778 $344K
Northwest Wealth Management, LLC 0.05% Add +1.7% 4,769 $343K
JB Capital LLC 0.01% Add +0.8% 4,763 $343K
Newman Dignan & Sheerar, Inc. 0.07% No change 4,750 $342K
Dickmeyer Boyce Financial Management, Inc. 0.18% Add +0.3% 4,743 $341K
Banque Cantonale Vaudoise 0.01% Reduce -3.0% 4,742 $341K
Peachtree Investment Partners, LLC 0.11% Add +3.7% 4,729 $340K
Morris Financial Concepts, Inc. 0.10% Add +24.6% 4,720 $340K
Baker Avenue Asset Management, LP 0.01% Add +29.3% 4,712 $339K
ERn Financial, LLC 0.06% Add +1.0% 4,711 $339K
Landmark Wealth Management, LLC 0.08% Add +29.2% 4,709 $339K
Element Wealth, LLC 0.13% Add +0.7% 4,702 $338K
United Community Bank 0.10% Add +4.3% 4,699 $338K
Washington Trust Advisors, Inc. 0.03% Reduce -4.7% 4,692 $338K
Acropolis Investment Management, LLC 0.01% Add +7.0% 4,683 $337K
Invst, LLC 0.03% Add +0.6% 4,655 $335K
High Net Worth Advisory Group LLC 0.07% Add +2.2% 4,649 $334K
TPG Advisors LLC 0.18% Add +5.1% 4,648 $334K
Rockland Trust Co. 0.01% Reduce -4.5% 4,634 $333K
Mirador Capital Partners LP 0.04% Add +5.0% 4,625 $333K
Prostatis Group LLC 0.08% Add +0.1% 4,618 $332K
Buck Wealth Strategies, LLC 0.03% Reduce -2.6% 4,613 $332K
Garrett Wealth Advisory Group, LLC 0.05% Add +5.8% 4,609 $332K
Finward Bancorp 0.25% No change 4,607 $331K
Hemenway Trust Co LLC 0.02% No change 4,600 $331K
Hoge Financial Services, LLC 0.16% Add +1.7% 4,598 $331K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Add +0.0% 4,598 $331K
Broderick Brian C 0.05% No change 4,597 $331K
Parvin Asset Management, LLC 0.26% Add +2.9% 4,595 $331K
Huntleigh Advisors, Inc. 0.05% Reduce -0.1% 4,592 $330K
Hodges Capital Management Inc. 0.02% Reduce -12.4% 4,590 $330K
DRW Securities, LLC 0.02% New 4,589 $330K
V2 Financial group LLC 0.12% No change 4,582 $330K
Ascentis Independent Advisors 0.89% Reduce -94.3% 4,574 $329K
Toth Financial Advisory Corp. 0.03% Reduce -7.2% 4,572 $329K
Aegis Wealth Management LLC 0.15% Add +5.1% 4,567 $329K
Mairs & Power Inc. 0.00% Add +0.1% 4,566 $329K
Kellett Wealth Advisors, LLC 0.15% Add +7.5% 4,558 $328K
Nicholson Meyer Capital Management, Inc. 0.22% No change 4,550 $327K
CYBER HORNET ETFs LLC 0.19% Reduce -1.5% 4,546 $327K
Bard Associates Inc. 0.07% No change 4,471 $326K
Wealth Enhancement Trust Services, Inc. 0.04% Add +6.8% 4,534 $326K
Trustco Bank Corp. N Y 0.24% No change 4,523 $325K
Lane Brothers & Co. Inc. 0.21% Add +2.4% 4,522 $325K
Legacy Wealth Advisors, LLC 0.14% Add +6.2% 4,520 $325K
IAM Advisory, LLC 0.06% Add +0.3% 4,506 $324K
Highland Investment Advisors LLC 0.14% — 4,496 $324K
Cornell Pochily Investment Advisors, Inc. 0.09% No change 4,483 $323K
Novem Group 0.03% Reduce -0.0% 4,476 $322K
Thrive Wealth Management, LLC 0.04% Add +7.2% 4,475 $322K
Steadtrust LLC 0.16% No change 4,474 $322K
Landing Point Financial Group, LLC 0.11% Reduce -4.2% 4,474 $322K
Nordea Investment Management AB 0.00% No change 4,392 $322K
Guyasuta Investment Advisors Inc. 0.02% Reduce -0.9% 4,457 $321K
Alpine Bank Wealth Management 0.04% Reduce -9.2% 4,445 $320K
LongView Wealth Management 0.08% No change 4,444 $320K
Marble Wealth, LLC 0.05% Add +1.1% 4,442 $320K
Stockman Wealth Management, Inc. 0.03% Reduce -9.3% 4,436 $319K
Fairfield, Bush & Co. 0.16% Reduce -2.2% 4,435 $319K
Acorns Advisers, LLC 0.00% Add +10.1% 4,433 $319K
First United Bank & Trust 0.09% No change 4,425 $318K
Drive Wealth Management, LLC 0.06% Add +12.0% 4,343 $317K
Blankinship & Foster, LLC 0.06% No change 4,399 $317K
Hills Bank & Trust Co 0.01% No change 4,398 $316K
Fiscal Wisdom Wealth Management, LLC 0.27% New 4,396 $316K
Optivise Advisory Services LLC 0.16% Add +11.1% 4,392 $316K
Townsquare Capital LLC 0.06% Add +6.5% 4,377 $315K
Atlas Wealth Partners, LLC 0.34% Reduce -1.1% 4,349 $315K
Emprise Bank 0.12% No change 4,372 $315K
Oak Barrel Wealth Advisory LLC 0.14% — 4,368 $314K
Quent Capital, LLC 0.02% Add +6.5% 4,336 $312K
Centurion Wealth Management LLC 0.07% Reduce -17.8% 4,332 $312K
Walkner Condon Financial Advisors LLC 0.04% Reduce -28.3% 4,329 $311K
Maxele Advisors, LLC 0.22% — 4,327 $311K
Patten Group, Inc. 0.05% Add +3.8% 4,325 $311K
Accuvest Global Advisors 0.27% No change 4,316 $311K
Kercheville Advisors, LLC 0.09% Reduce -2.2% 4,313 $310K
LJI Wealth Management, LLC 0.04% No change 4,308 $310K
Detalus Advisors, LLC 0.06% Reduce -1.0% 4,306 $310K
Waterfront Wealth Inc. 0.05% Add +36.2% 4,313 $310K
Vantage Point Financial LLC 0.09% Add +3.5% 4,303 $310K
Webster Bank, N. A. 0.03% No change 4,301 $309K
Key Financial Inc 0.05% Add +33.1% 4,291 $309K
Lifestyle Asset Management, Inc. 0.08% Add +6.6% 4,287 $308K
Aberdeen Wealth Management LLC 0.15% Reduce -21.9% 4,285 $308K
IKE Capital, LLC 0.16% No change 4,270 $307K
Asset Advisory Group, Inc. 0.13% Add +0.1% 4,260 $307K
Renaissance Group LLC 0.01% Reduce -4.5% 4,256 $306K
Capital Group Private Client Services, Inc. 0.00% New 4,251 $306K
SHP Wealth Management 0.02% Add +2.8% 4,241 $305K
First Heartland Consultants, Inc. 0.02% Add +0.1% 4,239 $305K
Tritonpoint Wealth, LLC 0.03% Reduce -2.7% 4,231 $304K
Dominguez Wealth Management Solutions, Inc. 0.17% Add +0.4% 4,226 $304K
Sovran Advisors, LLC 0.02% Add +32.5% 4,063 $304K
Counterpoint Mutual Funds LLC 0.03% New 4,224 $304K
BXM Wealth LLC 0.17% New 4,218 $303K
Traphagen Investment Advisors LLC 0.02% Reduce -2.6% 4,210 $303K
Yacktman Asset Management 0.00% No change 4,200 $302K
Vista Investment Partners Ii, LLC 0.12% Add +0.4% 4,190 $301K
Rinkey Investments 0.07% No change 4,188 $301K
Greenline Partners, LLC 0.03% No change 4,187 $301K
Stonebridge Financial Group, LLC / MO 0.20% Reduce -20.3% 4,184 $301K
Okabena Investment Services Inc. 0.05% No change 4,180 $301K
Fearless Solutions, LLC dba Best Invest 0.16% Add +1.1% 4,176 $300K
Facet Wealth, Inc. 0.00% Reduce -47.1% 4,158 $299K
Strait & Sound Wealth Management LLC 0.10% Add +0.1% 4,149 $299K
Abacus Planning Group, Inc. 0.04% No change 4,142 $298K
Laurel Wealth Advisors LLC 0.03% No change 4,133 $297K
Laurel Oak Wealth Management, LLC 0.04% Add +0.2% 4,133 $297K
MJP Associates Inc. 0.03% Reduce -38.5% 4,131 $297K
Providence Financial Advisors, LLC 0.17% Add +0.1% 4,126 $297K
Cordgrass Capital Advisors, LLC 0.11% Reduce -1.1% 4,120 $296K
Wheelhouse Advisory Group LLC 0.08% Add +5.5% 4,119 $296K
American Capital Advisory, LLC 0.11% Reduce -17.3% 4,119 $296K
Sentry LLC 0.08% No change 4,119 $296K
Investment House LLC 0.01% Add +32.2% 4,117 $296K
Guardian Wealth Advisors, LLC / NC 0.02% Add +2.9% 4,116 $296K
Princeton Global Asset Management LLC 0.04% Reduce -15.2% 4,114 $296K
Westside Investment Management, Inc. 0.04% Add +1.5% 4,106 $295K
C2C Wealth Management, LLC 0.23% No change 4,104 $295K
Tarbox Family Office, Inc. 0.04% Reduce -6.7% 4,103 $295K
W Advisors, LLC 0.13% No change 4,098 $295K
Biltmore Family Office, LLC 0.04% Add +2.0% 4,039 $295K
Paces Ferry Wealth Advisors, LLC 0.11% Reduce -10.1% 4,097 $295K
Fiera Capital Corp 0.00% No change 4,080 $294K
Garrison Point Advisors, LLC 0.12% No change 4,078 $293K
Crew Capital Management, Ltd 0.16% No change 4,076 $293K
Indie Asset Partners, LLC 0.28% Add +19.0% 4,060 $292K
Keyvantage Wealth, LLC 0.11% Add +1.6% 4,054 $292K
Caitong International Asset Management Co., Ltd 0.04% Add +80800.0% 4,045 $291K
Segment Wealth Management, LLC 0.02% Reduce -1.8% 4,043 $291K
LeConte Wealth Management, LLC 0.16% Add +2.0% 4,042 $291K
Sage Investment Advisers LLC 0.20% Reduce -2.1% 4,041 $291K
Apollon Financial, LLC 0.03% Add +19.8% 4,016 $289K
Beta Wealth Group, Inc. 0.11% Reduce -20.7% 4,014 $289K
Insight Advisors, LLC/ PA 0.05% Reduce -1.2% 4,011 $289K
Baxter Bros Inc. 0.03% Add +2.7% 4,005 $288K
Emerald Advisors, LLC 0.04% New 4,004 $288K
Cohen & Steers, Inc. 0.00% Add +14.3% 4,000 $288K
Intrepid Capital Management Inc. 0.12% No change 4,000 $288K
Horizon Investment Services, LLC 0.08% Reduce -5.1% 3,999 $288K
SIMA Wealth Partners, LLC 0.20% Reduce -3.6% 3,997 $288K
Triumph Capital Management 0.05% Reduce -2.5% 3,996 $288K
Orca Wealth Management, LLC 0.17% Reduce -8.1% 3,993 $287K
Byrne Asset Management LLC 0.16% Reduce -0.5% 3,984 $287K
Plancorp, LLC 0.01% Add +5.0% 3,988 $287K
Juncture Wealth Strategies, LLC 0.07% New 3,978 $286K
First Financial Corp. 0.10% No change 3,974 $286K
River Wealth Advisors LLC 0.03% Reduce -1.8% 3,974 $286K
Sterling Investment Counsel, LLC 0.07% Reduce -27.7% 3,973 $286K
Old North State Trust, LLC 0.15% Reduce -5.7% 3,960 $285K
Ceeto Capital Group, LLC 0.08% No change 3,900 $285K
Mission Hills Financial Advisory, LLC 0.12% New 3,943 $284K
Sweeney & Michel, LLC 0.07% Add +1.1% 4,142 $283K
Jackson, Grant Investment Advisers, Inc. 0.09% Add +1.2% 3,930 $283K
Jackson Thornton Wealth Management, LLC 0.02% New 3,927 $283K
Jacobs Equity LLC 0.20% Add +0.1% 3,926 $282K
Vertex Planning Partners, LLC 0.04% Add +7.3% 3,919 $282K
Roundview Capital LLC 0.02% Reduce -8.1% 3,915 $282K
BostonPremier Wealth LLC 0.12% Add +0.1% 3,915 $282K
Retirement Planning Group, LLC / NY 0.15% Add +0.2% 3,858 $282K
Meramec Financial Planners, LLC 0.10% Reduce -0.8% 3,862 $281K
Fielder Capital Group LLC 0.06% Add +3.9% 3,907 $281K
Regent Peak Wealth Advisors LLC 0.05% Add +6.8% 3,905 $281K
STG Securities, LLC 0.30% — 3,902 $281K
Capital Advisors, Ltd. LLC 0.03% Reduce -1.7% 3,892 $280K
Meadowbrook Advisors Group, LLC 0.15% No change 3,888 $280K
DF Dent & Co. Inc. 0.01% No change 3,886 $280K
Banco Santander, S.A. 0.00% Reduce -97.5% 3,882 $279K
Spinnaker Investment Group, LLC 0.04% Add +1.7% 3,875 $279K
Code Waechter LLC 0.14% Reduce -0.1% 3,857 $278K
Cary Street Partners Investment Advisory LLC 0.06% Add +9.3% 3,850 $277K
Stokes Capital Advisors, LLC 0.06% Add +6.9% 3,849 $277K
HORAN Wealth, LLC 0.03% Reduce -1.0% 3,836 $276K
Torrey Growth & Income Advisors 0.09% No change 3,800 $276K
Future Financial Wealth Managment LLC 0.17% Reduce -2.2% 3,823 $276K
Copley Financial Group, Inc. 0.17% Reduce -38.7% 3,824 $275K
Cypress Point Wealth Management, LLC 0.06% New 3,817 $275K
Cottonwood Capital Advisors, LLC 0.17% Add +0.6% 3,815 $275K
Poinciana Advisors Group, LLC 0.20% No change 3,815 $274K
Allied Private Wealth LLC 0.17% — 3,742 $273K
Whetstone Capital Advisors, LLC 0.07% No change 3,787 $272K
Shulman DeMeo Asset Management LLC 0.05% Add +0.1% 3,786 $272K
Legacy Advisors, LLC 0.03% Add +17.9% 3,720 $272K
Schrum Private Wealth Management LLC 0.28% Reduce -12.1% 5,898 $272K
Kiley Juergens Wealth Management, LLC 0.04% Add +0.2% 3,773 $271K
Crews Bank & Trust 0.04% Add +24.3% 3,771 $271K
M. Kraus & Co 0.07% No change 3,770 $271K
Altus Wealth Group LLC 0.10% Add +1.8% 3,762 $271K
Wellspring Financial Advisors, LLC 0.02% Reduce -0.4% 3,757 $270K
Chilton Capital Management LLC 0.01% No change 3,753 $270K
Bellevue Asset Management, LLC 0.12% Reduce -0.3% 3,748 $270K
Paradigm, Strategies in Wealth Management, LLC 0.16% Add +9.3% 3,745 $269K
Post Resch Tallon Group Inc. 0.19% Add +1.4% 3,729 $268K
FSB Premier Wealth Management, Inc. 0.08% Reduce -9.4% 3,723 $268K
Chemung Canal Trust Co. 0.05% No change 3,722 $268K
Victory Financial Group, LLC 0.03% Reduce -17.3% 3,721 $268K
Compass Capital Corp. /Ma/ 0.09% Reduce -44.0% 4,000 $267K
Vicus Capital 0.02% Reduce -12.3% 3,690 $266K
Aspire Capital Advisors LLC 0.05% Add +14.8% 3,690 $266K
Chesley Taft & Associates LLC 0.01% Reduce -63.4% 3,689 $265K
SCS Capital Management LLC 0.00% Reduce -46.1% 3,680 $265K
Jeppson Wealth Management, LLC 0.08% Reduce -10.3% 3,670 $264K
Adirondack Trust Co. 0.08% Reduce -1.4% 3,663 $264K
Northeast Investment Management 0.01% No change 3,659 $263K
Tred Avon Family Wealth, LLC 0.08% Add +9.3% 3,651 $263K
Kozak & Associates, Inc. 0.05% Add +0.7% 3,672 $263K
tru Independence LLC 0.11% Add +6.2% 3,648 $262K
Smith Asset Management Co., LLC 0.21% Reduce -2.7% 3,636 $262K
Union Savings Bank 0.11% Reduce -0.0% 3,636 $262K
D.B. Root & Company, LLC 0.06% Add +1.2% 3,617 $260K
Aspire Private Capital, LLC 0.05% Reduce -6.0% 3,616 $260K
Stonebridge Financial Group, LLC 0.04% — 3,569 $260K
Triangle Securities Wealth Management 0.05% No change 3,611 $260K
Total Clarity Wealth Management, Inc. 0.05% New 3,602 $259K
Benin Management CORP 0.05% No change 3,602 $259K
Hudock, Inc. 0.03% Add +3.6% 3,601 $259K
Weaver Consulting Group 0.05% Add +0.4% 3,601 $259K
Smith Partners Wealth Management, LLC 0.21% No change 3,600 $259K
Winthrop Advisory Group LLC 0.02% New 3,544 $259K
Trust Co. of Oklahoma 0.07% Add +2.8% 3,591 $258K
Kenora Financial, LLC 0.08% No change 3,590 $258K
CapWealth Advisors, LLC 0.02% No change 3,588 $258K
North Dallas Bank & Trust Co. 0.15% Reduce -3.6% 3,586 $258K
Magnolia Private Wealth, LLC 0.14% Add +2.9% 3,580 $258K
Arq Wealth Advisors, LLC 0.03% No change 3,560 $257K
Aries Wealth Management 0.05% No change 3,570 $257K
Portfolio Design Labs, LLC 0.04% Add +0.1% 3,565 $257K
Shum Financial Group, Inc. 0.15% Reduce -0.5% 3,561 $256K
One Charles Private Wealth Services, LLC 0.06% Add +0.0% 3,554 $256K
Foster Dykema Cabot & Partners, LLC 0.01% No change 3,500 $256K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% Reduce -2.3% 3,545 $255K
FSM Wealth Advisors, LLC 0.03% Add +9.1% 3,545 $255K
SS&H Financial Advisors, Inc. 0.07% — 3,550 $255K
Asset One Wealth Management LLC 0.03% Add +0.2% 3,597 $254K
Worth Asset Management, LLC 0.08% Add +9.4% 3,525 $254K
Atwater Malick LLC 0.06% New 3,523 $253K
Talisman Wealth Advisors LLC 0.19% New 3,518 $253K
Performance Wealth Partners, LLC 0.01% Reduce -5.5% 3,506 $252K
Daybright Advisory Services, Inc. 0.06% Add +2.1% 3,687 $252K
Acima Private Wealth, LLC 0.07% No change 3,501 $252K
Trek Financial, LLC 0.01% Reduce -18.6% 3,501 $252K
Atala Financial Inc 0.15% No change 3,500 $252K
Blueshift Asset Management, LLC 0.06% New 3,482 $251K
Kickstand Ventures, Llc. 0.05% Add +1.0% 3,482 $251K
Anchyra Partners LLC 0.06% Add +14.0% 3,481 $250K
KFG Wealth Management, LLC 0.03% New 3,479 $250K
Estate Planners Group, LLC 0.11% New 3,479 $250K
Bravera Wealth 0.10% No change 3,477 $250K
Fiduciary Financial Advisors 0.03% New 3,478 $250K
Coquina Private Wealth LLC 0.17% Add +1.1% 3,467 $249K
Eagle Bay Advisors LLC 0.19% Add +7.6% 3,413 $249K
Warner Group LLC 0.06% New 3,460 $249K
Alexander Labrunerie & Co., Inc. 0.09% Add +0.6% 3,458 $249K
Spectrum Asset Management, Inc. (NB/CA) 0.07% No change 3,405 $249K
Naviter Wealth, LLC 0.02% Add +6.4% 3,404 $249K
Indiana Trust & Investment Management Co 0.07% No change 3,450 $248K
Warwick Investment Management, Inc. 0.03% New 3,449 $248K
Jacobsen Capital Management 0.07% Add +3.6% 3,436 $247K
Fortitude Family Office, LLC 0.05% Reduce -6.0% 3,433 $247K
Ingalls & Snyder LLC 0.01% No change 3,422 $246K
Crumly & Associates Inc. 0.05% Reduce -5.8% 3,412 $245K
AIA Group Ltd 0.00% New 3,409 $245K
Harbour Trust & Investment Management Co 0.02% Reduce -2.2% 3,402 $245K
Strategic Investment Solutions, Inc. 0.06% Reduce -6.6% 3,402 $245K
Global Wealth Management Investment Advisory, Inc. 0.03% Reduce -1.4% 3,401 $245K
Partners in Financial Planning 0.04% No change 3,400 $245K
Ellerson Group Inc. 0.14% No change 3,395 $244K
First Foundation Advisors 0.01% Reduce -13.4% 3,393 $244K
Atlatl Advisers LLC 0.06% Add +2.7% 3,392 $244K
Capital Investment Counsel, Inc 0.03% No change 3,384 $243K
AdviceOne Advisory Services, LLC 0.14% Add +0.0% 3,379 $243K
Bernardo Wealth Planning LLC 0.04% Add +4.6% 3,379 $243K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +5.6% 3,377 $243K
Peddock Capital Advisors, LLC 0.05% Add +0.1% 3,377 $243K
Mezzasalma Advisors, LLC 0.05% New 3,376 $243K
PW Nova Financial Services LLC 0.05% No change 3,374 $243K
Baker Boyer National Bank 0.07% Reduce -0.2% 3,373 $243K
Uhlmann Price Securities, LLC 0.01% Add +1.5% 3,371 $243K
Revolve Wealth Partners, LLC 0.03% Reduce -6.0% 3,369 $242K
Cooper Financial Group 0.02% Add +10.2% 3,368 $242K
Wealth Advisors of Tampa Bay, LLC 0.07% No change 3,365 $242K
Fortem Financial Group, LLC 0.05% Reduce -10.2% 3,353 $241K
STAR Financial Bank 0.10% Add +3.9% 3,351 $241K
Werba Rubin Papier Wealth Management 0.03% Reduce -8.5% 3,346 $241K
Inspire Advisors, LLC 0.02% Add +6.3% 3,349 $241K
Kaydan Wealth Management, Inc. 0.07% New 3,342 $240K
Security Financial Services, INC. 0.03% Add +3.1% 3,338 $240K
Ironwood Investment Counsel, LLC 0.03% Reduce -0.1% 3,329 $240K
AssuredPartners Investment Advisors, LLC 0.02% Add +2.6% 3,325 $239K
Altfest L J & Co. Inc. 0.02% Add +2.5% 3,321 $239K
Spartan Planning & Wealth Management 0.16% Add +0.1% 3,320 $239K
Yoder Wealth Management, Inc. 0.09% Add +1.1% 3,320 $239K
Baring Financial LLC 0.13% New 3,318 $239K
PFS Partners, LLC 0.10% Add +0.5% 3,317 $239K
Blue Chip Partners, LLC 0.02% New 3,312 $238K
Advisor Resource Council 0.08% Add +3.3% 3,315 $238K
Rasp Wealth Solutions, LLC 0.08% — 3,307 $238K
Garde Capital, Inc. 0.01% Add +0.2% 3,306 $238K
Markowski Investments 0.05% — 3,301 $237K
Keating Investment Counselors Inc. 0.07% No change 3,297 $237K
Medallion Wealth Advisors, LLC 0.07% Reduce -13.8% 3,294 $237K
DT Investment Partners, LLC 0.02% No change 3,289 $237K
Strata Wealth Advisors, LLC 0.06% Add +7.9% 3,279 $236K
Stronghold Wealth Management L.L.C. 0.32% Reduce -0.1% 3,276 $236K
Strategic Wealth Partners, Ltd. 0.01% Reduce -2.9% 3,264 $235K
Prelude Capital Management, LLC 0.02% Reduce -20.7% 3,260 $235K
Advisory Solutions Group, LLC 0.08% — 3,259 $234K
Patriot Investment Management Group, Inc. 0.01% Reduce -23.5% 3,256 $234K
Warner Financial, Inc. 0.07% Add +0.1% 3,253 $234K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% No change 3,250 $234K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -11.9% 3,249 $234K
Strategic Family Wealth Counselors, L.L.C. 0.05% Reduce -1.0% 3,241 $233K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +2.8% 3,237 $233K
Madison Asset Management, LLC 0.00% No change 3,230 $232K
SevenBridge Financial Group, LLC 0.03% No change 3,400 $232K
Brookwood Investment Group LLC 0.03% Reduce -5.5% 3,229 $232K
Birinyi Associates Inc. 0.05% Add +0.2% 3,218 $232K
Wick Capital Partners, LLC 0.03% Reduce -35.0% 3,217 $231K
New Republic Capital, LLC 0.05% New 3,167 $231K
Bullock Wealth Management Group 0.10% Add +0.2% 3,231 $231K
Mathes Company, Inc. 0.07% Add +0.3% 3,209 $231K
Ponta Wealth Partners, LLC 0.12% New 3,206 $231K
Affinity Wealth Management LLC 0.03% No change 3,204 $231K
Scott & Selber, Inc. 0.05% No change 3,203 $230K
Edge Wealth Management LLC 0.04% No change 3,200 $230K
Phillips Financial Management, LLC 0.02% New 3,198 $230K
Chickasaw Capital Management LLC 0.01% No change 3,200 $230K
Pinkerton Wealth, LLC 0.02% New 3,484 $230K
Elevatus Welath Management 0.06% New 3,191 $230K
Safe Harbor Fiduciary, LLC 0.18% Add +1.7% 3,190 $230K
Auxano Advisors, LLC 0.04% New 3,184 $229K
Eubel Brady & Suttman Asset Management Inc. 0.03% Reduce -3.5% 3,186 $229K
First National Bank of Omaha 0.01% Reduce -49.3% 3,090 $229K
Douglas Lane & Associates, LLC 0.00% Reduce -9.3% 3,176 $228K
Blue Edge Capital, LLC 0.03% No change 3,164 $228K
Global Strategic Investment Solutions, LLC 0.02% No change 3,162 $228K
Allred Capital Management, LLC 0.07% Add +2.3% 3,158 $227K
Kennebec Savings Bank 0.18% New 3,155 $227K
GSG Advisors LLC 0.05% Add +1.5% 3,149 $227K
AlphaGrep UK Ltd 0.07% New 3,149 $227K
Thompson Investment Management, Inc. 0.03% No change 3,148 $226K
RDA Financial Network 0.05% Add +1.8% 3,142 $226K
Clear Harbor Asset Management, LLC 0.01% Reduce -28.5% 3,140 $226K
State of Wyoming 0.02% Reduce -56.4% 3,137 $226K
MinichMacGregor Wealth Management, LLC 0.03% New 3,135 $226K
Financial Strategies Group, Inc. 0.04% No change 3,090 $226K
Cardiff Park Advisors, LLC 0.02% Reduce -16.1% 3,122 $225K
Bayforest Capital Ltd 0.21% Add +370.6% 3,120 $224K
Sigma Investment Counselors Inc. 0.01% New 3,119 $224K
WESPAC Advisors, LLC 0.11% New 3,113 $224K
James J. Burns & Company, LLC 0.02% Add +0.0% 3,108 $224K
Rodgers & Associates, LTD 0.02% No change 3,105 $223K
Bluefin Capital Management, LLC 0.07% New 3,100 $223K
WMG Financial Advisors, LLC 0.08% Reduce -10.3% 3,099 $223K
Stonebrook Private Inc. 0.04% New 3,098 $223K
Requisite Capital Management, LLC 0.04% Reduce -9.6% 3,049 $223K
Talon Private Wealth, LLC 0.03% New 3,093 $223K
Ramiah Investment Group 0.17% Reduce -14.0% 3,091 $222K
Grandview Asset Management LLC 0.06% Add +1.4% 3,086 $222K
Ade, LLC 0.09% Reduce -1.9% 3,084 $222K
Axecap Investments, LLC 0.12% No change 3,082 $222K
Westshore Wealth, LLC 0.07% New 3,068 $221K
Summit Wealth Group LLC / Co. 0.02% New 3,055 $220K
Heartland Bank & Trust Co 0.05% No change 3,053 $220K
Owen LaRue, LLC 0.08% New 3,046 $219K
COFG Advisors, LLC 0.04% Reduce -26.7% 3,044 $219K
Strategies Wealth Advisors, LLC 0.02% New 3,043 $219K
First Citizens Financial Corp 0.09% No change 3,042 $219K
MW Advisory, LLC 0.09% — 3,042 $219K
Blackston Financial Advisory Group, LLC 0.12% Add +0.1% 3,040 $219K
Axxion S.A. 0.02% — 3,036 $218K
Rosenberg Matthew Hamilton 0.04% Add +17.3% 3,029 $218K
Pioneer Trust Bank N A 0.05% New 3,025 $218K
Dividend Assets Capital, LLC 0.04% New 3,025 $218K
Gemmer Asset Management LLC 0.01% New 3,022 $217K
Denver Wealth Management, Inc. 0.06% New 3,017 $217K
Quadrant Private Wealth Management, LLC 0.05% New 2,970 $217K
Fairscale Capital, LLC 0.13% No change 2,970 $217K
Vilga Financial Planning LLC 0.16% New 3,011 $217K
American Trust 0.02% New 3,003 $216K
JTC Employer Solutions Trustee Ltd 0.02% No change 3,000 $216K
Vaughan David Investments LLC 0.00% New 3,000 $216K
Next Capital Management LLC 0.06% Reduce -18.5% 3,000 $216K
Southeast Asset Advisors, LLC 0.02% New 3,000 $216K
Earned Wealth Advisors, LLC 0.01% Reduce -66.8% 2,990 $215K
Per Stirling Capital Management, LLC. 0.02% New 2,989 $215K
Bridgewater Advisors Inc. 0.01% Add +1.0% 3,831 $215K
Investors Research Corp 0.04% Reduce -4.8% 2,975 $214K
Seek First Inc. 0.14% New 2,972 $214K
Braun-Bostich & Associates Inc. 0.12% Reduce -12.4% 2,969 $214K
Piscataqua Savings Bank 0.14% Reduce -16.7% 2,962 $213K
Opinicus Capital, Inc. 0.11% Reduce -11.9% 2,960 $213K
Quantum Financial Advisors, LLC 0.02% New 2,958 $213K
Paladin Wealth, LLC 0.12% New 2,957 $213K
Advisory Alpha, LLC 0.01% New 2,955 $213K
Harbor Advisory Corp. 0.06% New 2,954 $213K
Kensington Investment Counsel, LLC 0.09% Reduce -37.2% 2,953 $212K
Legacy Financial Group, Inc. 0.05% New 2,952 $212K
Parkwoods Wealth Partners, LLC 0.03% New 2,951 $212K
Dumont & Blake Investment Advisors LLC 0.05% New 2,951 $212K
Voya Financial Advisors, Inc. 0.02% Reduce -17.0% 2,867 $212K
Insight Wealth Partners, LLC 0.03% New 2,947 $212K
Park Edge Advisors, LLC 0.05% New 2,945 $212K
Cypress Capital Management LLC (WY) 0.18% No change 2,900 $212K
Pacific Sun Financial Corp 0.09% New 2,900 $212K
Oak Asset Management, LLC 0.07% New 2,935 $211K
LexAurum Advisors, LLC 0.02% New 2,932 $211K
Tanglewood Legacy Advisors, LLC 0.07% No change 2,931 $211K
Bank of New Hampshire 0.04% Reduce -4.6% 2,930 $211K
Phillips Wealth Planners LLC 0.16% New 2,882 $210K
Payne Capital Management, LLC 0.06% New 2,921 $210K
Saratoga Research & Investment Management 0.01% New 2,920 $210K
DUTCH ASSET Corp 0.10% New 2,919 $210K
Wealth Watch Advisors, INC 0.07% New 2,918 $210K
Synergy Investment Management, LLC 0.05% Add +46.3% 2,875 $210K
Sunpointe, LLC 0.06% New 2,913 $210K
Murphy, Middleton, Hinkle & Parker, Inc. 0.09% New 2,912 $210K
BKM Wealth Management, LLC 0.07% No change 2,910 $209K
Slocum, Gordon & Co LLP 0.14% New 2,900 $209K
Cambridge Advisors Inc. 0.04% Reduce -21.8% 2,892 $208K
55 North Private Wealth, LLC 0.04% New 2,891 $208K
Cercano Management LLC 0.03% New 2,886 $208K
Atalanta Sosnoff Capital, LLC 0.00% New 2,877 $207K
Quest 10 Wealth Builders, Inc. 0.16% Reduce -0.6% 2,870 $206K
Retirement Solution LLC 0.04% New 2,869 $206K
Adelphi Trust Co 0.14% New 2,868 $206K
Crescent Grove Advisors, LLC 0.02% New 2,825 $206K
Certior Financial Group, LLC 0.11% New 2,865 $206K
Mayport, LLC 0.03% New 2,857 $206K
Graetz Wealth LLC 0.16% New 2,849 $205K
First Financial Bankshares Inc 0.00% New 2,845 $205K
SIH Partners, LLLP 0.01% New 2,840 $204K
Norris Perne & French LLP 0.01% Reduce -15.6% 2,833 $204K
Rockbridge Investment Management, LCC 0.02% New 2,831 $204K
Rockport Wealth LLC 0.03% New 2,829 $204K
Members Trust Co 0.01% Reduce -10.7% 2,826 $203K
Innovative Asset Advisors Group, LLC 0.09% Add +62.8% 2,785 $203K
Navis Wealth Advisors, LLC 0.08% New 2,825 $203K
JFS Wealth Advisors, LLC 0.01% Reduce -14.0% 2,822 $203K
Sunbeam Capital Management, LLC 0.09% New 2,823 $203K
River Street Advisors LLC 0.06% Reduce -19.4% 2,818 $203K
Fortress Financial Group, LLC 0.10% New 2,814 $202K
Elgethun Capital Management 0.03% Add +4.2% 2,804 $202K
Cannon Wealth Management Services, LLC 0.11% Reduce -14.0% 2,803 $202K
Allied Investment Advisors, LLC 0.03% New 2,800 $201K
Heck Capital Advisors, LLC 0.01% New 2,767 $201K
CPC Advisors, LLC 0.03% New 2,795 $201K
Jacksonville Wealth Management, LLC 0.11% New 2,792 $201K
Veratis Advisors, Inc. 0.14% — 2,791 $201K
Fourth Dimension Wealth, LLC 0.06% No change 2,728 $196K
Cornerstone Planning Group LLC 0.02% Add +0.8% 2,640 $191K
Centerpoint Advisors, LLC 0.05% Reduce -43.3% 2,624 $189K
Y.D. More Investments Ltd 0.01% Add +3.7% 2,616 $188K
Financially Speaking Inc 0.91% No change 2,850 $188K
Hartford Financial Management Inc. 0.04% No change 2,594 $187K
TrustBank 0.06% No change 2,580 $186K
CNB Bank 0.07% No change 2,568 $185K
Avion Wealth 0.03% Add +5.6% 2,542 $182K
S.A. Mason LLC 0.06% Add +61.4% 2,526 $182K
Strive Financial Group ,LLC 0.08% Reduce -60.3% 2,502 $180K
Hoese & Co LLP 0.12% Add +66.7% 2,500 $180K
Monetary Management Group Inc. 0.04% No change 2,500 $180K
Pacifica Partners Inc. 0.05% No change 2,453 $178K
Basecamp Wealth Advisors LLC 0.03% Add +14.0% 2,464 $177K
Field & Main Bank 0.04% No change 2,400 $173K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +11.8% 2,370 $171K
GHP Investment Advisors, Inc. 0.01% Reduce -3.0% 2,366 $170K
Wilkerson Advisory Group LLC 0.05% Add +1.4% 2,355 $169K
Pacific Center for Financial Services 0.04% No change 2,352 $169K
Essential Partners LLC 0.08% Add +19.0% 2,328 $168K
Aventura Private Wealth, LLC 0.05% Add +1.4% 2,314 $166K
Westpac Banking Corp. 0.01% Reduce -89.5% 2,288 $165K
Summit Securities Group LLC 0.03% Add +508.2% 2,287 $165K
Winch Advisory Services, LLC 0.03% Add +13.5% 2,256 $162K
Virginia Estate & Retirement Planning Advisors Inc. 0.20% New 2,256 $162K
Burkett Financial Services, LLC 0.05% Add +1.4% 2,238 $161K
Mb, Levis & Associates, LLC 0.06% Add +0.7% 2,237 $161K
Swiss Re Ltd. 0.01% Add +841.8% 2,232 $161K
First Command Advisory Services, Inc. 0.00% Reduce -3.9% 2,216 $160K
Crewe Advisors LLC 0.01% Add +41.1% 2,209 $159K
Pin Oak Investment Advisors Inc. 0.11% Add +0.2% 2,205 $159K
South Plains Financial, Inc. 0.09% No change 2,207 $159K
City Holding Co. 0.02% Add +5.3% 2,205 $159K
1 North Wealth Services LLC 0.05% Reduce -10.4% 2,134 $154K
Community Financial Services Group, LLC 0.02% Add +171.5% 2,137 $153K
Silver Grove Financial Group, Inc. 0.08% New 2,108 $152K
LFA - Lugano Financial Advisors SA 0.09% No change 2,100 $151K
Kentucky Trust Co 0.07% Reduce -4.7% 2,096 $151K
Costello Asset Management, INC 0.04% Add +2.6% 2,086 $150K
Quaker Wealth Management, LLC 0.04% Add +2.9% 2,059 $148K
Lodestone Wealth Management LLC 0.05% Add +0.5% 2,042 $147K
NORTHSTAR ASSET MANAGEMENT Co 0.03% New 2,000 $146K
ESL Trust Services, LLC 0.02% No change 2,000 $144K
Motco 0.01% Add +1.9% 1,971 $142K
Dogwood Wealth Management LLC 0.06% Reduce -7.3% 1,966 $141K
Orion Capital Management LLC 0.04% Add +1.4% 1,939 $140K
McGuire Capital Advisors Inc. 0.08% Add +9.8% 1,930 $139K
WPG Advisers, LLC 0.08% Add +15.7% 1,924 $138K
Rialto Wealth Management, LLC 0.03% Add +2.8% 1,893 $136K
Glen Eagle Advisors, LLC 0.02% Add +69.7% 1,890 $136K
Providence Capital Advisors, LLC 0.02% New 1,886 $136K
Signature Equity Partners, LLC 0.06% Add +13.2% 1,870 $135K
Prosperity Bancshares Inc 0.09% Add +55.1% 1,847 $133K
Cherry Tree Wealth Management, LLC 0.02% No change 1,831 $132K
S&T Bank 0.04% Add +26.0% 1,817 $131K
GW&K Investment Management, LLC 0.00% Add +3.7% 1,800 $130K
Cranbrook Wealth Management, LLC 0.02% Add +0.6% 1,804 $130K
Advantage Trust Co 0.05% Add +125.4% 1,803 $130K
CrossGen Wealth, LLC 0.10% No change 1,800 $130K
Dorato Capital Management 0.09% No change 1,797 $129K
First Bancorp, Inc 0.05% New 1,791 $129K
Security National Bank of So Dak 0.06% New 1,785 $128K
Tiaa Trust, National Association 0.01% Reduce -20.8% 1,748 $126K
Creative Financial Designs Inc. 0.01% Add +0.1% 1,744 $126K
Vermillion Wealth Management, Inc. 0.03% Reduce -6.1% 1,734 $125K
ZEGA Investments, LLC 0.02% New 1,721 $124K
NCP Inc. 0.17% No change 1,700 $122K
Barrett & Company, Inc. 0.03% Add +1.3% 1,677 $121K
Peterson Wealth Management 0.06% No change 1,671 $120K
Proffitt & Goodson Inc. 0.02% No change 1,650 $119K
REAP Financial Group, LLC 0.02% Add +2.8% 1,626 $117K
Corsicana & Co. 0.06% Add +88.7% 1,615 $116K
Millstone Evans Group, LLC 0.06% Add +1.3% 1,610 $116K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,600 $115K
Hillsdale Investment Management Inc. 0.00% No change 1,580 $114K
Bfsg, LLC 0.01% Reduce -2.3% 1,569 $113K
Evolution Wealth Management Inc. 0.07% Add +72.5% 1,551 $112K
Financial Consulate, Inc. 0.01% Add +9.9% 1,516 $109K
Roble, Belko & Company, Inc 0.01% No change 1,500 $108K
First Community Trust NA 0.05% No change 1,500 $108K
Axiom Investment Management LLC 0.07% Reduce -58.2% 1,499 $108K
Acumen Wealth Advisors, LLC 0.02% Add +0.2% 1,462 $107K
Financial Management Professionals, Inc. 0.01% Add +15.9% 1,457 $106K
Bell Investment Advisors, Inc 0.01% No change 1,408 $101K
Leo H. Evart, Inc. 0.08% Add +0.3% 1,402 $101K
Community Bank, N.A. 0.01% No change 1,394 $100K
Keating Financial Advisory Services, Inc. 0.01% Add +22.8% 1,365 $98K
Evermay Wealth Management LLC 0.01% Add +1.1% 1,334 $97K
JPL Wealth Management, LLC 0.02% Add +3.0% 1,343 $97K
Westend Capital Management, LLC 0.02% Reduce -10.1% 1,337 $96K
Boreal Capital Management LLC 0.08% No change 1,300 $95K
Curat Global, LLC 0.08% No change 1,316 $95K
BOK Financial Private Wealth, Inc. 0.00% Reduce -45.3% 1,290 $94K
Granite FO LLC 0.05% No change 1,302 $94K
Stonehage Fleming Financial Services Holdings Ltd 0.00% Reduce -18.3% 1,301 $94K
Hickory Point Bank & Trust 0.06% No change 1,300 $94K
Flagship Wealth Advisors, LLC 0.02% Add +18.2% 1,300 $94K
Gen-Wealth Partners Inc 0.03% Add +4.3% 1,292 $93K
Vision Retirement, LLC 0.02% Add +29.2% 1,264 $91K
Birchbrook, Inc. 0.04% No change 1,250 $90K
IFS Advisors, LLC 0.04% No change 1,240 $89K
Canton Hathaway, LLC 0.02% No change 1,240 $89K
Boyd Watterson Asset Management LLC 0.02% No change 1,234 $89K
Owl Creek Wealth Partners LLC 0.03% Add +4.3% 1,202 $86K
Steph & Co. 0.02% No change 1,200 $86K
First PREMIER Bank 0.01% No change 1,190 $86K
Wolff Wiese Magana LLC 0.04% Add +0.8% 1,192 $86K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +0.3% 1,175 $85K
Global Trust Asset Management, LLC 0.03% Add +5.6% 1,176 $85K
Vestor Capital, LLC 0.01% Reduce -94.9% 287 $84K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,158 $83K
Caitlin John, LLC 0.05% No change 1,150 $83K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.06% Add +0.7% 1,128 $81K
Lipe & Dalton 0.04% No change 1,125 $81K
McDonald Partners LLC 0.02% New 1,115 $80K
AXS Investments LLC 0.02% Reduce -5.2% 1,107 $80K
Bruce G. Allen Investments, LLC 0.05% Add +8.7% 1,092 $79K
Brown, Lisle/Cummings, Inc. 0.02% Add +3.6% 1,088 $78K
Tower View Wealth Management LLC 0.03% Add +1.5% 1,085 $78K
Penserra Capital Management LLC 0.00% Add +676.6% 1,095 $78K
VSM Wealth Advisory, LLC 0.02% Add +0.8% 1,080 $78K
Investment Research & Advisory Group, Inc. 0.02% Add +1.4% 925 $77K
Beaird Harris Wealth Management, LLC 0.00% No change 1,067 $77K
CGC Financial Services, LLC 0.02% No change 1,064 $77K
Copia Wealth Management 0.05% No change 1,063 $76K
New England Capital Financial Advisors LLC 0.02% Add +1.4% 1,038 $75K
Tacita Capital Inc 0.04% Reduce -5.7% 1,037 $75K
Walsh & Associates, LLC 0.06% No change 1,034 $74K
Regatta Research & Money Management 0.07% — 1,033 $74K
EMC Capital Management 0.03% — 1,000 $73K
Bitterroot Capital Advisors LLC 0.04% New 1,000 $72K
Marshall & Sterling Wealth Advisors Inc. 0.04% No change 1,000 $72K
Pingora Partners LLC 0.04% No change 1,000 $72K
Catherine Avery Investment Management LLC 0.03% No change 1,000 $72K
Gill Capital Partners, LLC 0.02% No change 1,000 $72K
Bayban 0.06% No change 999 $72K
Planning Strategies Inc. 0.04% — 984 $71K
True Wealth Design, LLC 0.02% Add +75.0% 915 $66K
Private Wealth Management Group, LLC 0.02% No change 915 $66K
Sachetta, LLC 0.03% Add +18.7% 906 $65K
Colonial Trust Advisors 0.00% No change 886 $64K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.19% Reduce -69.7% 879 $63K
Louisbourg Investments Inc. 0.01% Reduce -39.3% 874 $63K
KERR FINANCIAL PLANNING Corp 0.07% Add +1.4% 850 $61K
IAG Wealth Partners, LLC 0.01% Add +1.2% 846 $61K
Bulwark Capital Corp 0.03% No change 846 $61K
Islay Capital Management, LLC 0.03% No change 842 $61K
Nalls Sherbakoff Group, LLC 0.04% No change 825 $59K
SOA Wealth Advisors, LLC. 0.01% Add +1.2% 824 $59K
Clearstead Trust, LLC 0.01% Reduce -13.0% 810 $58K
Tidemark, LLC 0.01% Add +195.2% 806 $58K
Elevation Wealth Partners, LLC 0.02% Add +55.4% 802 $58K
Sawyer & Company, Inc 0.02% No change 800 $58K
Ankerstar Wealth, LLC 0.05% No change 786 $57K
1015 Capital Partners, LLC 0.05% No change 797 $57K
West Paces Advisors Inc. 0.01% New 796 $57K
Chapman Financial Group, LLC 0.04% No change 786 $57K
Abound Financial, LLC 0.02% Add +15.1% 764 $55K
Dynamic Wealth Strategies, LLC 0.03% No change 741 $53K
Ulland Investment Advisors, LLC 0.04% No change 732 $53K
LifeSteps Financial, Inc. 0.02% New 730 $53K
Valley Wealth Managers, Inc. 0.00% No change 718 $52K
DHJJ Financial Advisors, Ltd. 0.01% Add +0.6% 716 $52K
Miller Global Investments, LLC 0.04% No change 714 $51K
Kemnay Advisory Services Inc. 0.01% Add +4.6% 704 $51K
Luken Investment Analytics, LLC 0.02% No change 700 $50K
Physician Wealth Advisors, Inc. 0.01% Add +32.6% 695 $50K
USA Financial Formulas 0.01% — 690 $50K
Sarver Vrooman Wealth Advisors 0.03% Reduce -4.6% 688 $50K
St. Johns Investment Management Company, LLC 0.02% No change 689 $50K
Cedar Mountain Advisors, LLC 0.01% Add +2.4% 687 $49K
CBIZ Investment Advisory Services, LLC 0.00% No change 740 $49K
Cornerstone Financial Management LLC 0.04% No change 648 $47K
Mowery & Schoenfeld Wealth Management, LLC 0.06% No change 640 $46K
Maryland Capital Advisors Inc. 0.01% — 634 $46K
Pinney & Scofield, Inc. 0.02% No change 631 $45K
Marshall Investment Management, LLC 0.02% No change 624 $45K
Dunhill Financial, LLC 0.01% Reduce -61.8% 618 $44K
Hughes Financial Services, LLC 0.01% Add +14.5% 600 $43K
Joseph Group Capital Management 0.01% Add +32.9% 598 $43K
Paladin Partners, LLC 0.03% Add +1.4% 589 $42K
Ogorek Anthony Joseph /NY/ 0.01% Add +1.0% 593 $42K
Asset Dedication, LLC 0.00% Reduce -20.9% 579 $42K
Evolution Advisers, Inc. 0.02% Add +111.0% 578 $41K
Hurley Capital, LLC 0.02% Add +2.7% 569 $41K
Fairman Group, LLC 0.03% Add +1.5% 556 $41K
Basepoint Wealth LLC 0.02% Reduce -6.6% 552 $40K
Olistico Wealth, LLC 0.02% No change 541 $39K
Creative Capital Management Investments LLC 0.01% Add +7.8% 539 $39K
WealthCollab, LLC 0.01% Add +126.3% 534 $38K
Stone House Investment Management, LLC 0.01% Add +48.2% 523 $38K
Highline Wealth Partners LLC 0.01% Add +7.9% 507 $36K
West Branch Capital LLC 0.01% Reduce -44.1% 506 $36K
Miller Capital Partners, Inc. 0.01% No change 505 $36K
Proathlete Wealth Management LLC 0.01% No change 500 $36K
Covestor Ltd 0.02% Reduce -7.3% 505 $36K
Accordant Advisory Group Inc 0.02% No change 500 $36K
TD Capital Management LLC 0.00% Reduce -28.7% 490 $35K
Darwin Wealth Management, LLC 0.01% Add +1.5% 474 $34K
Ball & Co Wealth Management Inc. 0.02% Add +1.5% 474 $34K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +65.7% 454 $33K
William B. Walkup & Associates, Inc. 0.02% No change 447 $32K
Prestige Wealth Management Group LLC 0.01% Reduce -91.0% 439 $32K
Barnes Dennig Private Wealth Management LLC 0.03% Add +210.0% 434 $31K
Nvwm, LLC 0.01% Add +1.2% 427 $31K
Newton One Investments LLC 0.01% Add +1.4% 426 $31K
Spectrum Wealth Advisory Group, LLC 0.01% New 415 $30K
Monetary Solutions, Ltd 0.03% No change 413 $30K
Key Capital Management, INC 0.02% Reduce -32.8% 412 $30K
POM Investment Strategies, LLC 0.03% No change 411 $30K
Graney & King, LLC 0.01% Add +1.0% 405 $29K
TOWER TRUST & INVESTMENT Co 0.02% No change 400 $29K
Steigerwald, Gordon & Koch Inc. 0.00% Add +58.9% 394 $28K
Redwood Park Advisors LLC 0.02% Add +1.3% 377 $27K
Plante Moran Financial Advisors, LLC 0.00% Reduce -7.7% 374 $27K
Financial Life Planners 0.02% Add +1.4% 370 $27K
Comprehensive Financial Planning, Inc. 0.01% Add +2.5% 363 $26K
Peterson Wealth Services 0.01% No change 342 $25K
Estabrook Capital Management 0.00% No change 342 $25K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -64.6% 334 $24K
Country Trust Bank 0.00% No change 333 $24K
Provenance Wealth Advisors, LLC 0.00% Add +229.0% 329 $24K
Activest Wealth Management 0.00% Reduce -73.2% 312 $22K
Greykasell Wealth Strategies, Inc. 0.01% No change 309 $22K
Optiver Holding B.V. 0.00% Reduce -96.3% 308 $22K
Founders Capital Management 0.01% No change 306 $22K
Retirement Wealth Solutions LLC 0.01% Reduce -0.3% 302 $22K
Essential Investment Partners LLC 0.02% No change 301 $22K
Tradewinds Capital Management, LLC 0.00% Reduce -2.0% 300 $22K
Stance Capital LLC 0.01% New 299 $22K
JNBA Financial Advisors 0.00% No change 292 $21K
FNY Investment Advisers, LLC 0.01% Reduce -62.5% 300 $21K
Kilter Group LLC 0.01% Add +75.6% 281 $20K
Montgomery Financial Services LLC 0.02% — 277 $20K
BNP Paribas 0.00% Reduce -56.8% 272 $20K
High Note Wealth, LLC 0.00% Add +94.0% 260 $19K
Security National Bank of Sioux City Iowa 0.01% New 257 $18K
IMA Advisory Services, Inc. 0.00% Add +235.5% 255 $18K
Wiser Advisor Group LLC 0.02% Add +1.6% 252 $18K
Merrithew & Thorsten Inc 0.02% Add +1.6% 260 $18K
Align Financial, LLC 0.01% No change 250 $18K
Westfuller Advisors, LLC 0.01% Reduce -2.4% 242 $18K
Godfrey Financial Associates, Inc. 0.01% Reduce -9.6% 245 $18K
Financial Perspectives, Inc 0.00% Add +0.4% 243 $18K
Kingdom Financial Group LLC. 0.00% Add +1.8% 228 $16K
Bay Harbor Wealth Management, LLC 0.00% Add +31.4% 226 $16K
Whipplewood Advisors, LLC 0.01% Reduce -95.2% 221 $16K
Meeder Asset Management Inc. 0.00% Reduce -80.0% 221 $16K
McMillan Office, Inc. 0.00% No change 210 $15K
Napier Financial, LLC 0.00% Add +1.5% 207 $15K
RMG Wealth Management LLC 0.00% New 228 $15K
Vision Financial Markets LLC 0.01% No change 200 $14K
Spurstone Advisory Services, LLC 0.20% New 200 $14K
Sfam, LLC 0.01% No change 185 $13K
Ritter Daniher Financial Advisory LLC / DE 0.00% Add +1.7% 179 $13K
Reyes Financial Architecture, Inc. 0.01% No change 176 $13K
Principia Wealth Advisory, LLC 0.01% Add +79.6% 176 $13K
Marquette Asset Management, LLC 0.00% No change 164 $12K
Abound Wealth Management 0.00% Reduce -51.8% 163 $12K
Nvest Wealth Strategies, Inc. 0.01% Add +21.8% 162 $12K
Obsidian Cio, LLC 0.01% Reduce -22.3% 160 $12K
Prudent Man Investment Management, Inc. 0.00% No change 180 $10K
Signature Resources Capital Management, LLC 0.00% Add +67.4% 144 $10K
Kings Path Partners LLC 0.00% New 144 $10K
Clark Wealth Partners 0.01% No change 137 $10K
Aspect Partners, LLC 0.00% No change 139 $10K
Front Row Advisors LLC 0.00% No change 148 $10K
First Pacific Financial 0.00% Add +2116.7% 133 $10K
Groupe la Francaise 0.00% Add +114.3% 150 $10K
United Financial Planning Group LLC 0.00% No change 128 $9K
Beacon Financial Strategies CORP 0.00% No change 128 $9K
Raffa Wealth Management, LLC 0.00% Reduce -17.5% 127 $9K
Gleason Group, Inc. 0.00% New 124 $9K
10Elms LLP 0.00% New 122 $9K
IMG Wealth Management, Inc. 0.00% Add +122.6% 118 $8K
Elequin Capital, LP 0.00% New 116 $8K
Hara Capital LLC 0.00% No change 100 $7K
Investment Counsel Co. of Nevada 0.01% New 100 $7K
Seneschal Advisors, LLC 0.00% No change 100 $7K
Downshift Financial, LLC 0.00% New 100 $7K
Core Alternative Capital 0.00% No change 100 $7K
Robinswood Financial LLC 0.00% No change 100 $7K
Quintet Private Bank (Europe) S.A. 0.00% No change 100 $7K
Entrust Financial LLC 0.00% No change 99 $7K
Anchor Bay Capital, Inc. 0.00% — 105 $7K
Hamrick Investment Counsel, llc 0.00% New 91 $7K
Glass Jacobson Investment Advisors llc 0.00% New 81 $6K
SWAN Capital LLC 0.00% Reduce -28.6% 75 $5K
Tounjian Advisory Partners, LLC 0.00% Reduce -99.7% 71 $5K
Ninety One UK Ltd 0.00% No change 62 $4K
Morton Brown Family Wealth, LLC 0.00% No change 60 $4K
Altshuler Shaham Ltd 0.00% Reduce -4.8% 60 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 53 $4K
Nova Wealth Management, Inc. 0.00% New 50 $4K
Burk Holdings LLC 0.00% No change 47 $3K
Strengthening Families & Communities, LLC 0.00% New 38 $3K
Quarry LP 0.00% Reduce -95.6% 36 $3K
RHL Group, LLC 0.00% New 34 $2K
Investors Portfolio Services LLC 0.00% No change 33 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 33 $2K
PayPay Securities Corp 0.06% Reduce -80.9% 33 $2K
SJS Investment Consulting Inc. 0.00% No change 32 $2K
Trifecta Capital Advisors, LLC 0.00% New 32 $2K
Swisher Financial Concepts, Inc. 0.00% Reduce -99.7% 31 $2K
MPWM Advisory Solutions, LLC 0.00% No change 30 $2K
HFM Investment Advisors, LLC 0.00% Add +87.5% 30 $2K
Arlington Trust Co LLC 0.00% No change 28 $2K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 25 $2K
Game Plan Financial Advisors, LLC 0.00% New 23 $2K
Benson Wealth Management INC 0.00% No change 18 $1K
Sunrise Financial Services, LLC 0.00% New 18 $1K
Mountain Hill Investment Partners Corp. 0.00% No change 17 $1K
Phillip James Consulting Co. 0.00% No change 16 $1K
FWL Investment Management, LLC 0.00% New 16 $1K
Halbert Hargrove Global Advisors, LLC 0.00% New 16 $1K
Fairway Wealth LLC 0.00% New 15 $1K
Sankala Group LLC 0.00% New 16 $1K
CKW Financial Group 0.00% New 17 $1K
Noble Wealth Management PBC 0.00% New 11 $791
DecisionPoint Financial, LLC 0.00% Add +175.0% 11 $787
Torren Management, LLC 0.00% No change 8 $583
Breakwater Investment Management 0.00% No change 8 $576
Mascoma Wealth Management LLC 0.00% New 7 $504
3 Factor Indexing, LLC 0.00% No change 4 $288
Decker Retirement Planning Inc. 0.00% New 4 $288
ROSS\JOHNSON & Associates LLC 0.00% New 3 $216
Osbon Capital Management LLC 0.00% Reduce -99.8% 1 $71
Navigoe, LLC 0.00% New 7 $0

"% of holder's portfolio" is MO's weight in each manager's 13F, not the share of Altria Group Inc. the manager owns.