Merck & Co.MRK

13F holders, Q1 2024 (March 31)
3,533holders
15famous investors
$131.84avg. 13F price*

At the end of Q1 2024, 3,533 institutions reported holding Merck & Co. Inc. (MRK) in their 13F filings. The largest holders were Vanguard Group Inc. ($32.1B), BlackRock Inc. ($27.3B) and State Street Corp. ($15.6B). 15 famous investors held it, including Jeremy Grantham (2.3% of GMO's portfolio), Prem Watsa (1.9% of Fairfax Financial Holdings's portfolio) and Ray Dalio (1.4% of Bridgewater Associates's portfolio).

Company
Merck & Co. Inc.
Sector
Health Care
CUSIP
58933Y105
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 3,533Q1 2024Q2 2024: 3,540Q2 2024Q3 2024: 3,486Q3 2024Q4 2024: 3,602Q4 2024Q1 2025: 3,448Q1 2025Q2 2025: 3,326Q2 2025Q3 2025: 3,311Q3 2025Q4 2025: 3,667Q4 2025Q1 2026: 3,805Q1 2026Q2 2026: 3,844Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions200$618.3M
Exits106$463.8M

Ownership 3,533 holders

Vanguard Group Inc. 0.64% Reduce -0.6% 243,269,899 $32.1B
BlackRock Inc. 0.64% Add +2.6% 207,015,477 $27.3B
State Street Corp. 0.70% Add +0.5% 117,425,530 $15.6B
Wellington Management Group LLP 2.02% Add +0.9% 86,348,259 $11.4B
Geode Capital Management, LLC 0.69% Add +1.8% 56,411,229 $7.4B
FMR LLC 0.46% Add +21.9% 52,170,919 $6.9B
Morgan Stanley 0.44% Add +3.4% 41,505,855 $5.5B
Bank of America Corp. 0.47% Reduce -5.2% 36,011,954 $4.8B
Norges Bank 0.62% Add +5.0% 29,933,953 $3.9B
T. Rowe Price Associates Inc. 0.48% Reduce -1.5% 29,639,517 $3.9B
Northern Trust Corp. 0.62% Reduce -4.9% 27,099,626 $3.6B
JPMorgan Chase & Co. 0.31% Add +3.0% 26,660,917 $3.5B
Deutsche Bank AG 1.30% Reduce -1.5% 21,243,087 $2.8B
Bank of New York Mellon Corp 0.50% Reduce -5.7% 19,642,939 $2.6B
Legal & General Group Plc 0.73% Reduce -0.8% 19,243,035 $2.5B
Franklin Resources Inc. 0.75% Add +74.9% 17,693,268 $2.3B
Charles Schwab Investment Management Inc. 0.53% Reduce -51.9% 17,650,140 $2.3B
Ameriprise Financial Inc. 0.62% Add +3.4% 16,971,232 $2.2B
Nuveen Asset Management, LLC 0.65% Reduce -0.9% 16,544,547 $2.2B
Wells Fargo & Company 0.57% Add +0.7% 16,376,700 $2.2B
Invesco Ltd. 0.46% Reduce -4.2% 16,058,539 $2.1B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2.23% Add +22.0% 14,712,653 $1.9B
Capital World Investors 0.30% Add +67.6% 13,954,017 $1.8B
Fisher Asset Management 0.85% Add +2.4% 13,870,443 $1.8B
State Farm Mutual Automobile Insurance Co. 1.64% No change 13,794,969 $1.8B
Royal Bank of Canada 0.44% Reduce -9.5% 13,555,151 $1.8B
UBS Group AG 0.59% Add +6.9% 13,537,100 $1.8B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.59% Reduce -1.0% 12,547,370 $1.7B
Amundi 0.68% Add +2.3% 12,666,267 $1.6B
Goldman Sachs Group Inc. 0.32% Reduce -3.7% 11,656,180 $1.5B
Alliancebernstein L.P. 0.52% Add +24.3% 11,186,762 $1.5B
California Public Employees Retirement System 1.02% Reduce -15.2% 11,008,863 $1.5B
Massachusetts Financial Services Co. 0.43% Reduce -4.7% 10,885,435 $1.4B
Janus Henderson Group PLC 0.75% Reduce -13.2% 10,461,164 $1.4B
Millennium Management 1.17% Add +66.5% 10,069,452 $1.3B
Raymond James & Associates 0.88% Add +2.2% 9,797,226 $1.3B
Aristotle Capital Management, LLC 2.25% Reduce -3.1% 9,194,871 $1.2B
Schroder Investment Management Group 1.38% Add +17.1% 8,835,147 $1.2B
Barclays PLC 0.52% Add +58.4% 8,671,807 $1.1B
PNC Financial Services Group, Inc. 0.78% Reduce -3.9% 8,451,336 $1.1B
Nordea Investment Management AB 1.30% Add +0.7% 8,362,812 $1.1B
Envestnet Asset Management Inc. 0.38% Add +6.6% 7,628,069 $1.0B
Swiss National Bank 0.70% Reduce -4.4% 7,588,751 $1.0B
Citadel Advisors 0.99% Add +19.9% 7,575,220 $999.6M
HSBC Holdings PLC 0.70% Add +11.2% 7,426,203 $979.7M
Sumitomo Mitsui Trust Group, Inc. 0.64% Add +4.4% 7,070,287 $932.9M
Stifel Financial Corp. 1.06% Add +3.5% 7,038,089 $928.7M
Clearbridge Investments, LLC 0.74% Reduce -1.5% 7,026,536 $927.4M
LSV Asset Management 1.91% Reduce -6.4% 6,987,780 $922.0M
Bank of Montreal 0.27% Reduce -13.0% 6,577,006 $866.9M
Credit Suisse AG/ 0.80% Reduce -3.5% 6,287,644 $829.7M
Barrow Hanley Mewhinney & Strauss LLC 2.75% Reduce -5.5% 6,182,460 $815.8M
Principal Financial Group Inc. 0.47% Add +2.0% 6,032,255 $796.0M
Capital International Investors 0.16% Add +3714.9% 6,023,853 $794.8M
Dimensional Fund Advisors LP 0.21% Reduce -2.8% 5,770,852 $761.5M
Neuberger Berman Group LLC 0.60% Reduce -12.0% 5,524,307 $728.9M
Swedbank AB 1.02% Add +1.4% 5,492,811 $724.8M
DekaBank Deutsche Girozentrale 1.33% Add +0.4% 5,390,606 $716.2M
TD Asset Management Inc 0.63% Reduce -4.1% 5,165,315 $681.6M
Macquarie Group Ltd. 0.74% Reduce -17.0% 4,955,422 $653.9M
Ensign Peak Advisors, Inc 1.19% Reduce -3.2% 4,931,038 $650.7M
Manufacturers Life Insurance Company, The 0.60% Add +9.6% 4,887,036 $644.8M
Aberdeen Group plc 1.26% Add +0.3% 4,880,246 $643.9M
Arrowstreet Capital, Limited Partnership 0.58% Reduce -14.9% 4,747,708 $626.5M
GMO 2.27% Add +17.4% 4,727,058 $623.7M
Citigroup Inc. 0.67% Add +15.0% 4,710,061 $621.5M
Rhumbline Advisers 0.56% Reduce -2.4% 4,449,162 $587.1M
Bahl & Gaynor LLC 3.08% Reduce -1.9% 4,191,294 $553.0M
California State Teachers Retirement System 0.69% Add +0.6% 4,119,433 $543.6M
Prudential Financial Inc. 0.76% Add +9.0% 4,097,605 $540.7M
National Pension Service 0.65% Add +1.3% 4,082,482 $538.7M
New York State Common Retirement Fund 0.70% Reduce -1.7% 4,026,194 $531.3M
Canada Pension Plan Investment Board 0.54% Add +24.0% 3,879,968 $512.0M
Caisse de depot et placement du Quebec 1.20% Reduce -25.8% 3,793,638 $500.6M
Truist Financial Corp. 0.75% Reduce -0.7% 3,745,346 $494.2M
Corient Private Wealth LP 0.84% Add +0.9% 3,589,240 $473.6M
Raymond James Financial Services Advisors, Inc. 0.70% Add +0.7% 3,574,872 $471.7M
Adage Capital Partners Gp, L.L.C. 0.84% Add +78.0% 3,375,591 $445.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.58% Add +18.8% 3,159,100 $416.8M
BNP Paribas Financial Markets 0.51% Add +100.2% 3,061,017 $403.9M
Smead Capital Management, Inc. 6.28% Add +4.3% 3,046,975 $402.0M
APG Asset Management N.V. 0.70% Reduce -3.2% 3,282,240 $401.0M
Robeco Institutional Asset Management B.V. 0.84% Reduce -0.5% 2,928,783 $386.5M
Victory Capital Management Inc. 0.37% Reduce -2.3% 2,829,846 $373.4M
Sarasin & Partners LLP 3.65% Reduce -1.7% 2,808,147 $370.5M
American Century Companies Inc. 0.23% Add +71.0% 2,709,841 $357.6M
HighTower Advisors, LLC 0.58% Reduce -2.4% 2,704,145 $356.9M
London Co. of Virginia 1.82% Reduce -3.8% 2,621,910 $346.0M
New York State Teachers Retirement System 0.71% Reduce -2.3% 2,566,463 $338.6M
Skandinaviska Enskilda Banken AB (publ) 1.64% Add +24.9% 2,546,578 $336.0M
LPL Financial LLC 0.18% Add +4.0% 2,538,959 $335.0M
Allianz Asset Management GmbH 0.56% Reduce -22.4% 2,495,499 $329.3M
Brown Advisory Inc. 0.44% Reduce -1.6% 2,494,892 $329.2M
CANADA LIFE ASSURANCE Co 0.66% Reduce -0.9% 2,487,945 $328.5M
Candriam S.C.A. 2.11% Reduce -18.4% 2,473,330 $326.4M
Beutel, Goodman & Co Ltd. 1.65% Add +0.1% 2,431,840 $320.9M
KBC Group NV 1.00% Reduce -0.4% 2,387,452 $315.0M
Public Employees Retirement Association of Colorado 1.35% Reduce -1.6% 2,371,509 $312.9M
Russell Investments Group, Ltd. 0.49% Add +17.8% 2,361,408 $311.5M
State Board of Administration of Florida Retirement System 0.71% Add +4.4% 2,868,856 $305.2M
Capital Wealth Planning, LLC 3.20% Reduce -9.8% 2,267,952 $299.3M
M&T Bank Corp 1.04% Reduce -3.5% 2,266,146 $299.0M
Korea Investment CORP 0.76% Reduce -11.1% 2,256,153 $297.7M
AQR Capital Management 0.50% Reduce -4.2% 2,238,260 $294.7M
Fayez Sarofim & Co 0.87% Reduce -8.7% 2,203,596 $290.8M
Mackenzie Financial Corp. 0.42% Add +9.7% 2,189,127 $288.9M
ABN AMRO Bank N.V. 4.24% Add +0.2% 2,145,834 $283.3M
Baird Financial Group, Inc. 0.59% Reduce -2.3% 2,133,578 $281.5M
Bridgewater Associates 1.39% Add +6.8% 2,090,256 $275.8M
Two Sigma Advisers, LP 0.64% Reduce -55.8% 2,085,600 $275.2M
Capital Research Global Investors 0.06% Add +0.1% 2,041,458 $269.4M
US Bancorp \de 0.37% Reduce -0.1% 2,025,302 $267.2M
D. E. Shaw & Co. 0.37% Reduce -17.2% 2,021,415 $266.7M
Man Group plc 0.71% Add +118.5% 1,954,623 $257.9M
Marshall Wace, LLP 0.43% Reduce -51.1% 1,949,989 $257.3M
Bessemer Group Inc. 0.46% Add +17.4% 1,927,025 $254.3M
Danske Bank A/S 0.80% — 1,924,350 $253.9M
Handelsbanken Fonder AB 1.08% Add +10.9% 1,893,026 $249.8M
ANTIPODES PARTNERS Ltd 7.88% Reduce -13.1% 1,889,305 $249.3M
Aviva PLC 0.84% Add +6.7% 1,888,943 $249.2M
Thornburg Investment Management Inc. 3.45% Reduce -7.2% 1,871,244 $246.9M
Cerity Partners LLC 0.63% Add +49.3% 1,807,002 $238.6M
Mitsubishi UFJ Trust & Banking Corp 0.54% Reduce -5.5% 1,801,251 $237.6M
Toronto Dominion Bank 0.37% Add +1.7% 1,788,902 $236.0M
Janney Montgomery Scott LLC 0.69% Add +0.2% 1,757,569 $231.9M
Van Lanschot Kempen Investment Management N.V. 2.85% Add +0.4% 1,735,762 $229.0M
Storebrand Asset Management As 0.77% Reduce -1.9% 1,721,746 $227.2M
Thrivent Financial for Lutherans 0.46% Reduce -3.9% 1,713,630 $226.1M
Cullen Capital Management, LLC 2.44% Reduce -12.7% 1,663,663 $219.5M
AEGON ASSET MANAGEMENT UK Plc 3.28% Reduce -3.2% 1,660,500 $219.0M
King Luther Capital Management Corp. 0.99% Reduce -0.3% 1,648,895 $217.6M
Assenagon Asset Management S.A. 0.57% Add +40.4% 1,634,904 $215.7M
Mariner, LLC 0.44% Add +1.4% 1,610,439 $212.5M
Jane Street Group, LLC 0.27% Add +182.5% 1,592,465 $210.1M
Jennison Associates LLC 0.14% Reduce -1.3% 1,580,395 $208.5M
HRT Financial LP 1.28% Add +8951.2% 1,577,992 $208.2M
National Bank of Canada 0.36% Reduce -51.7% 1,599,140 $207.9M
Lazard Freres Gestion S.A.S. 5.11% Add +0.9% 1,599,106 $206.4M
Sei Investments Co. 0.30% Add +5.0% 1,556,024 $205.3M
STRS Ohio 0.81% Reduce -5.6% 1,541,179 $203.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.53% Add +40.5% 1,509,332 $199.2M
Railway Pension Investments Ltd 1.92% Reduce -0.4% 1,499,210 $197.8M
Great Lakes Advisors, LLC 1.65% Add +42.9% 1,473,117 $194.4M
Commonwealth Equity Services, LLC 0.32% Reduce -0.4% 1,466,399 $193.5M
Alphinity Investment Management Pty Ltd 1.71% New 1,463,501 $193.1M
Chevy Chase Trust Holdings, LLC 0.63% Reduce -0.9% 1,456,998 $192.3M
State of Wisconsin Investment Board 0.51% Add +2.8% 1,456,633 $192.2M
State of New Jersey Common Pension Fund D 0.58% No change 1,445,672 $190.8M
Eagle Asset Management Inc. 0.96% Reduce -10.8% 1,445,133 $189.3M
Retirement Systems of Alabama 0.73% Add +0.1% 1,432,395 $189.0M
Regions Financial Corp. 1.42% Reduce -2.1% 1,416,029 $186.8M
Voya Investment Management LLC 0.21% Reduce -1.8% 1,382,434 $182.4M
Pictet Asset Management Holding SA 0.20% Reduce -14.2% 1,362,232 $179.7M
Qube Research & Technologies Ltd 0.32% Reduce -39.5% 1,340,725 $176.9M
SRB Corp. 9.70% No change 1,327,587 $175.2M
Orbimed Advisors LLC 3.19% Add +24.7% 1,316,000 $173.6M
Commerce Bank 1.14% Add +0.8% 1,307,875 $172.6M
Rockefeller Capital Management L.P. 0.50% Reduce -6.5% 1,300,852 $171.6M
Natixis 0.96% Reduce -32.2% 1,300,102 $171.5M
Balyasny Asset Management L.P. 0.45% Add +146.8% 1,290,930 $170.3M
Public Employees Retirement System of Ohio 0.67% Reduce -6.8% 1,289,530 $170.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.60% Add +0.4% 1,287,240 $169.9M
CI Investments Inc. 0.67% Add +41.9% 1,281,839 $169.1M
Natixis Advisors, LLC 0.39% Add +5.7% 1,275,519 $168.3M
Asset Management One Co., Ltd. 0.64% Reduce -2.5% 1,266,240 $167.1M
Boston Partners 0.20% Reduce -2.7% 1,260,580 $166.3M
Treasurer of the State of North Carolina 0.72% Add +0.0% 1,249,843 $164.9M
Nomura Asset Management Co. Ltd. 0.59% Add +5.9% 1,234,039 $162.8M
Brandes Investment Partners, LP 2.09% Add +9.2% 1,232,526 $162.6M
Wealth Enhancement Advisory Services, LLC 0.42% Add +2.6% 1,225,129 $161.7M
Epoch Investment Partners, Inc. 0.71% Add +0.1% 1,216,883 $160.6M
Lazard Asset Management LLC 0.21% Add +1.4% 1,182,391 $156.0M
Susquehanna International Group, LLP 0.23% Add +16.1% 1,175,088 $155.1M
Employees Provident Fund Board 2.71% Reduce -1.2% 1,170,187 $154.4M
AXA S.A. 0.47% Reduce -10.5% 1,167,694 $154.1M
Mirae Asset Global Investments Co., Ltd. 0.33% Add +0.8% 1,215,107 $152.2M
Royal London Asset Management Ltd. 0.38% Reduce -0.1% 1,142,783 $150.8M
CIBC Private Wealth Group LLC 0.29% Reduce -0.8% 1,136,760 $148.9M
Banque Pictet & Cie SA 1.55% Add +52.2% 1,120,444 $147.8M
Keybank National Association 0.61% Reduce -1.4% 1,119,024 $147.7M
Comerica Bank 0.63% Reduce -1.6% 1,102,603 $145.5M
Jacobs Levy Equity Management, Inc. 0.65% Add +753.6% 1,102,266 $145.4M
Rathbones Group PLC 0.82% Add +4.5% 1,075,242 $141.9M
Clark Capital Management Group, Inc. 1.05% Add +50.4% 1,063,245 $140.3M
Panagora Asset Management Inc. 0.72% Reduce -6.1% 1,050,740 $138.6M
Captrust Financial Advisors 0.51% Reduce -9.6% 1,048,886 $138.4M
State of Tennessee, Department of Treasury 0.51% Reduce -2.3% 1,045,006 $137.9M
Bank Julius Baer & Co. Ltd, Zurich 0.52% Add +12.2% 1,026,121 $135.2M
Federated Hermes, Inc. 0.31% Add +10.2% 1,023,047 $135.0M
Mn Services Vermogensbeheer B.V. 0.98% Reduce -15.4% 1,018,199 $134.4M
APG Asset Management US Inc. 0.77% Add +49.7% 1,014,859 $132.9M
Calamos Advisors LLC 0.94% Add +6.0% 997,449 $131.6M
Woodline Partners LP 1.19% Add +22.9% 976,017 $128.8M
Resona Asset Management Co.,Ltd. 0.74% — 941,551 $124.2M
Bank of Nova Scotia 0.25% Reduce -71.0% 913,268 $120.5M
Osaic Holdings, Inc. 0.27% Reduce -30.1% 910,200 $120.1M
Zacks Investment Management 1.28% Add +12.0% 910,251 $120.1M
Cibc World Market Inc. 0.31% Reduce -0.3% 909,934 $120.1M
Fifth Third Bancorp 0.46% Add +2.3% 881,761 $116.3M
Allspring Global Investments Holdings, LLC 0.18% Add +1.3% 879,086 $116.0M
Quilter Plc 2.73% Reduce -0.2% 874,777 $115.4M
Compagnie Lombard Odier SCmA 2.02% Add +23.6% 864,908 $114.1M
Saturna Capital Corp. 1.57% Add +13.8% 864,424 $114.1M
Zurich Insurance Group Ltd 1.04% Add +2055.1% 859,810 $113.5M
Tredje AP-fonden 1.18% Add +42.7% 859,022 $113.3M
Los Angeles Capital Management LLC 0.38% Add +125.6% 848,781 $112.0M
First Financial Bankshares Inc 2.50% Reduce -0.8% 842,586 $111.2M
UniSuper Management Pty Ltd 1.06% Add +2.4% 838,063 $110.6M
Creative Planning 0.12% Add +5.0% 826,535 $109.1M
Haverford Trust Co 1.13% Add +0.9% 821,450 $108.4M
ING Groep NV 0.74% Reduce -37.2% 815,788 $107.6M
Crawford Investment Counsel Inc. 2.00% Reduce -1.5% 811,729 $107.1M
Focus Partners Wealth 0.85% Add +52.0% 794,288 $104.8M
Tocqueville Asset Management L.P. 1.70% Reduce -0.3% 788,836 $104.1M
Penserra Capital Management LLC 1.30% Reduce -10.0% 786,000 $103.7M
Cetera Investment Advisers 0.24% Add +254.8% 765,846 $101.1M
Public Sector Pension Investment Board 0.72% Reduce -12.5% 757,253 $99.9M
Groupama Asset Managment 1.81% Reduce -53.8% 696,042 $98.8M
Mercer Global Advisors Inc. 0.28% Add +4.4% 745,487 $98.4M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 3.54% Reduce -8.4% 741,345 $97.8M
Blair William & Co. 0.31% Add +0.0% 738,029 $97.4M
AMF Tjanstepension AB 0.73% Add +3.7% 726,553 $96.0M
Arizona State Retirement System 0.66% Add +1.9% 727,180 $96.0M
Nisa Investment Advisors, LLC 0.61% Reduce -1.6% 707,835 $93.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 1.04% Add +3.2% 711,629 $93.9M
Peapack Gladstone Financial Corp. 1.47% Add +2.0% 711,347 $93.9M
State of Michigan Retirement System 0.49% Add +0.1% 694,290 $91.6M
Sound Shore Management Inc 2.86% Reduce -1.2% 693,292 $91.5M
Mediolanum International Funds Ltd 1.49% — 694,125 $91.5M
Glenmede Trust Co. NA 0.46% Reduce -2.8% 691,175 $91.2M
Artisan Partners Limited Partnership 0.13% Reduce -0.3% 690,939 $91.2M
LGT Group Foundation 2.13% Reduce -1.2% 684,379 $90.3M
Boston Trust Walden Corp 0.64% Reduce -11.3% 681,543 $89.9M
Pinebridge Investments, L.P. 0.71% Reduce -13.4% 680,016 $89.7M
Forsta Ap-Fonden 0.75% Add +0.1% 669,900 $88.4M
Homestead Advisers Corp 2.06% Reduce -0.1% 665,704 $87.8M
American International Group, Inc. 0.31% Reduce -0.6% 651,653 $86.0M
Sofinnova Investments, Inc. 5.07% Reduce -24.1% 651,299 $85.9M
DNB Asset Management AS 0.44% Reduce -11.4% 646,425 $85.3M
Teacher Retirement System of Texas 0.54% Add +1.8% 640,395 $84.5M
Factory Mutual Insurance Co. 0.97% No change 639,980 $84.4M
Impax Asset Management Group plc 0.32% Reduce -22.9% 635,446 $83.8M
Cacti Asset Management LLC 6.67% Reduce -2.2% 645,298 $83.6M
Ofi Invest Asset Management 2.22% Add +1.5% 669,159 $81.8M
Kahn Brothers Group Inc. 12.01% Reduce -1.7% 613,815 $81.0M
MetLife Investment Management, LLC 0.54% Reduce -3.4% 612,796 $80.9M
Two Sigma Investments, LP 0.20% Reduce -72.5% 611,403 $80.7M
NewEdge Advisors, LLC 0.70% Add +3.3% 609,983 $80.5M
Old Republic International Corp. 3.16% No change 609,850 $80.5M
Employees Retirement System of Texas 0.88% No change 607,424 $80.2M
MML Investors Services, LLC 0.33% Add +2.2% 598,173 $78.9M
PFM Health Sciences, LP 4.01% No change 596,261 $78.7M
Prio Wealth Limited Partnership 2.25% Add +1.4% 591,160 $78.0M
Atalanta Sosnoff Capital, LLC 1.79% Reduce -0.5% 587,186 $77.5M
Gateway Investment Advisers LLC 0.88% Reduce -6.0% 586,199 $77.3M
Financial Counselors Inc. 1.30% Reduce -2.5% 585,622 $77.3M
Florida Trust Wealth Management Co 2.62% Reduce -1.1% 582,544 $76.9M
First Trust Advisors LP 0.08% Reduce -26.4% 582,415 $76.8M
USS Investment Management Ltd 0.63% Add +1.9% 581,756 $76.7M
Vontobel Holding Ltd. 0.61% Reduce -5.3% 580,407 $76.6M
Fort Pitt Capital Group, LLC 2.32% Add +2.0% 571,355 $75.4M
Healthcare of Ontario Pension Plan Trust Fund 0.26% Reduce -35.0% 569,000 $75.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.50% Add +0.3% 556,292 $73.4M
HM Payson & Co. 1.36% Reduce -2.8% 554,349 $73.1M
D.A. Davidson & Co. 0.66% Reduce -1.8% 551,083 $72.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.90% Add +4.4% 549,175 $72.5M
Stephens Inc. 1.12% Add +2.5% 546,450 $72.1M
Kornitzer Capital Management Inc. 1.32% Reduce -1.5% 545,189 $71.9M
Pathstone Holdings, LLC 0.34% Add +3.4% 542,729 $71.6M
United Services Automobile Association 1.75% Reduce -13.9% 538,434 $71.0M
Worldquant Millennium Advisors LLC 0.87% Add +5856.2% 533,912 $70.4M
Amalgamated Bank 0.60% Reduce -14.1% 529,974 $69.9M
Radnor Capital Management, LLC 11.92% Reduce -3.3% 529,601 $69.9M
Douglas Lane & Associates, LLC 0.98% Add +4.7% 527,245 $69.6M
Fort Washington Investment Advisors Inc. 0.45% Reduce -0.7% 527,072 $69.5M
Texas Permanent School Fund Corp. 0.55% Add +0.1% 523,994 $69.1M
IFM Investors Pty Ltd 0.75% Reduce -0.4% 521,793 $68.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.78% Reduce -16.2% 519,170 $68.3M
Cwm, LLC 0.33% Add +0.1% 516,232 $68.1M
Avidity Partners Management LP 2.35% New 502,000 $66.2M
Aristotle Atlantic Partners, LLC 2.16% Reduce -3.3% 500,610 $66.1M
Berkley W R Corp. 4.12% New 500,000 $66.0M
Bank Pictet & Cie (Europe) AG 1.72% Add +72.7% 499,887 $66.0M
Teachers Retirement System of the State of Kentucky 0.59% Reduce -6.6% 499,680 $65.9M
B. Metzler seel. Sohn & Co. AG 0.73% Add +11.4% 498,058 $65.7M
CIBC Asset Management Inc 0.23% Add +1.9% 493,632 $65.1M
Whittier Trust Co. 0.95% Add +10.1% 492,945 $65.0M
ProShare Advisors LLC 0.17% Reduce -8.3% 487,079 $64.3M
Varma Mutual Pension Insurance Co 0.55% Add +147.7% 484,200 $63.9M
Sapient Capital LLC 1.40% Reduce -1.6% 476,221 $63.2M
Donaldson Capital Management, LLC 2.62% Add +1.3% 477,373 $63.0M
Border to Coast Pensions Partnership Ltd 1.40% No change 475,223 $62.7M
Nichols & Pratt Advisers LLP 4.21% Reduce -3.4% 473,910 $62.5M
Illinois Municipal Retirement Fund 0.95% Reduce -0.9% 470,775 $62.1M
Pinnacle Associates Ltd. 0.98% Reduce -0.8% 470,102 $62.0M
QRG Capital Management, Inc. 0.79% Reduce -16.4% 469,726 $62.0M
Cookson Peirce & Co. Inc. 3.30% Reduce -0.6% 468,973 $61.9M
Empire Life Investments Inc. 3.79% Reduce -2.2% 468,462 $61.8M
Heritage Wealth Advisors 2.81% Add +1.8% 466,425 $61.5M
Steward Partners Investment Advisory, LLC 0.68% Add +26.6% 465,323 $61.4M
Banco Santander, S.A. 0.74% Add +40.8% 464,198 $61.3M
Trillium Asset Management, LLC 1.55% Reduce -0.7% 462,476 $61.0M
Ferguson Wellman Capital Management, Inc. 1.24% Reduce -0.3% 461,948 $61.0M
Nicholas Company, Inc. 1.00% Add +5.8% 460,842 $60.8M
Degroof Petercam Asset Management 0.73% Add +10.7% 460,600 $60.8M
Harvest Portfolios Group Inc. 2.37% Reduce -9.8% 459,937 $60.7M
Martingale Asset Management L P 1.21% Reduce -9.1% 458,256 $60.5M
Compass Capital Management, Inc. 3.87% Add +1.3% 454,099 $59.9M
FUKOKU MUTUAL LIFE INSURANCE Co 4.72% Reduce -0.2% 453,578 $59.8M
Birch Hill Investment Advisors LLC 2.91% Reduce -2.6% 452,485 $59.7M
Guggenheim Capital LLC 0.42% Reduce -20.0% 450,233 $59.4M
Czech National Bank 0.76% Add +0.5% 445,882 $58.8M
Utah Retirement Systems 0.68% Add +0.0% 440,910 $58.2M
Samlyn Capital, LLC 1.01% Reduce -19.4% 440,694 $58.1M
Squarepoint Ops LLC 0.24% Reduce -68.5% 438,950 $57.9M
Cambridge Investment Research Advisors, Inc. 0.22% Reduce -3.7% 434,570 $57.3M
Manning & Napier Group, LLC 0.71% Reduce -9.3% 433,356 $57.2M
Bradley Foster & Sargent Inc. 1.02% Reduce -2.6% 430,541 $56.8M
State of Alaska, Department of Revenue 0.64% Reduce -7.7% 429,132 $56.6M
Douglass Winthrop Advisors, LLC 1.16% Add +5.5% 426,967 $56.3M
Laurion Capital Management LP 1.52% Add +87.8% 413,847 $54.6M
Perpetual Ltd 0.53% Add +3.2% 413,638 $54.6M
Systematic Alpha Investments, LLC 2.17% No change 410,682 $54.2M
Fiduciary Trust Co 0.83% Add +0.7% 409,500 $54.0M
Cresset Asset Management, LLC 0.26% Add +10.9% 406,725 $54.0M
Rockland Trust Co. 2.83% Reduce -0.2% 407,665 $53.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.53% Reduce -1.2% 421,819 $53.5M
Tiaa Trust, National Association 0.16% Reduce -1.1% 403,259 $53.2M
Xponance LLC 0.56% Reduce -2.5% 402,198 $53.1M
S&co Inc. 3.71% No change 399,532 $52.7M
Sabal Trust CO 3.06% Reduce -2.2% 398,758 $52.6M
Marathon Asset Management Ltd 1.40% Reduce -6.2% 395,782 $52.5M
Twin Tree Management, LP 1.18% Add +25.6% 395,696 $52.2M
Miller Howard Investments Inc. 1.69% Reduce -1.6% 391,148 $51.6M
AE Wealth Management LLC 0.58% Reduce -32.8% 388,266 $51.2M
New York Life Investment Management LLC 0.51% Reduce -3.3% 387,944 $51.2M
Swiss Life Asset Management Ltd 0.71% Reduce -23.9% 386,684 $51.0M
Artia Global Partners LP 12.27% Add +15.2% 379,200 $50.0M
Azimuth Capital Investment Management LLC 2.05% Add +0.3% 376,099 $49.6M
Vaughan David Investments LLC 1.23% Add +0.5% 374,155 $49.4M
Susquehanna Portfolio Strategies, LLC 1.15% No change 374,082 $49.4M
Welch & Forbes LLC 0.68% Reduce -1.9% 373,632 $49.3M
M&G PLC 0.34% — 370,610 $48.9M
Townsquare Capital LLC 0.71% Add +1.0% 366,294 $48.3M
ExodusPoint Capital Management, LP 0.59% Add +136.7% 363,624 $48.0M
Moran Wealth Management, LLC 1.52% Reduce -13.1% 354,676 $46.8M
Meyer Handelman Co. 1.64% Add +11.2% 353,445 $46.6M
Wesbanco Bank Inc. 1.76% Add +47.3% 352,473 $46.5M
Daiwa Securities Group Inc. 0.27% Add +9.5% 351,376 $46.4M
Benjamin F. Edwards & Company, Inc. 0.83% Add +3.9% 347,130 $45.8M
Private Wealth Partners, LLC 3.61% Reduce -1.7% 342,046 $45.1M
FIL Ltd 0.04% Add +2.1% 340,216 $44.9M
Cibc World Markets Corp. 0.29% Reduce -37.3% 339,348 $44.8M
Glenview Trust Co 0.96% Add +5.1% 338,372 $44.6M
Cambridge Trust Co. 1.69% Add +43.4% 338,060 $44.6M
J. Goldman & Co LP 2.00% Add +95.2% 335,839 $44.3M
Smith Chas P & Associates Pa Cpas 2.67% Add +0.4% 335,120 $44.2M
Mutual of America Capital Management LLC 0.47% Reduce -2.0% 331,879 $43.8M
Berkshire Asset Management LLC 2.30% Reduce -0.5% 329,471 $43.5M
Becker Capital Management Inc. 1.49% Reduce -2.9% 326,808 $43.4M
Oppenheimer Asset Management Inc. 0.63% Reduce -19.1% 327,656 $43.2M
Cullen/Frost Bankers, Inc. 0.64% Reduce -1.4% 327,504 $43.2M
Cannell & Spears LLC 0.89% Add +2344.7% 326,740 $43.1M
E. Ohman J:or Asset Management AB 1.09% Add +0.7% 325,182 $42.9M
Private Advisor Group, LLC 0.31% Add +0.1% 323,359 $42.7M
WestEnd Advisors, LLC 1.10% Reduce -0.9% 322,673 $42.6M
Flputnam Investment Management Co. 0.90% Add +4.6% 319,255 $42.1M
Davis R M Inc. 0.88% Reduce -0.4% 318,476 $42.0M
Raymond James Trust N.A. 1.02% Reduce -0.3% 317,969 $42.0M
Huntington National Bank 0.45% Reduce -1.2% 317,674 $41.9M
Capital Investment Advisors, LLC 0.97% Add +0.2% 316,179 $41.7M
CORDA Investment Management, LLC. 3.31% Reduce -3.7% 315,671 $41.7M
AIA Group Ltd 1.35% Reduce -12.8% 314,423 $41.5M
Zimmer Partners, LP 0.90% Add +83.7% 312,275 $41.2M
Bellevue Group AG 0.63% Add +7.1% 310,851 $41.0M
Vestcor Inc 1.40% Add +6.1% 310,218 $40.9M
Yousif Capital Management, LLC 0.45% Reduce -2.3% 310,095 $40.9M
BNP Paribas 1.91% — 314,573 $40.9M
Van Eck Associates Corp. 0.06% Add +32.3% 308,414 $40.7M
Advisors Asset Management, Inc. 0.78% Reduce -8.5% 308,317 $40.7M
Waters Parkerson & Co., LLC 2.09% Reduce -4.0% 308,275 $40.7M
Silvercrest Asset Management Group LLC 0.27% Reduce -9.4% 305,879 $40.4M
Synovus Financial Corp. 0.52% Add +0.3% 305,494 $40.3M
Grandfield & Dodd, LLC 2.54% Reduce -0.5% 305,379 $40.3M
Gabelli Funds LLC 0.30% Reduce -2.3% 305,261 $40.3M
Klingenstein Fields & Co. LP 1.67% Reduce -2.7% 304,475 $40.2M
Connor, Clark & Lunn Investment Management Ltd. 0.17% Reduce -76.3% 304,442 $40.2M
Nissay Asset Management Corp. /Japan 0.28% Reduce -0.1% 303,853 $40.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.28% Add +3.9% 303,583 $40.1M
Northwestern Mutual Wealth Management Co. 0.04% Add +0.4% 303,078 $40.0M
Bokf, NA 0.72% Reduce -20.6% 303,348 $39.7M
Schechter Investment Advisors, LLC 2.92% Reduce -0.0% 295,041 $38.9M
Transcend Capital Advisors, LLC 3.12% Add +1.1% 294,449 $38.9M
BI Asset Management Fondsmaeglerselskab A/S 0.73% Add +9.3% 293,621 $38.7M
Dearborn Partners LLC 1.66% Reduce -27.0% 293,600 $38.7M
GW&K Investment Management, LLC 0.34% Reduce -0.9% 292,736 $38.6M
Deprince Race & Zollo Inc. 0.83% Reduce -1.1% 292,548 $38.6M
Howard Capital Management Group, LLC 2.97% Add +0.6% 292,384 $38.6M
Ilmarinen Mutual Pension Insurance Co 0.47% Add +11.4% 292,000 $38.5M
Prudential PLC 0.32% Add +19.6% 291,466 $38.5M
Highland Capital Management, LLC 2.19% Reduce -0.7% 287,950 $38.0M
Rwa Wealth Partners, LLC 0.50% Reduce -3.2% 284,219 $37.5M
Meitav Investment House Ltd. 0.73% Reduce -5.0% 283,882 $37.5M
DAVENPORT & Co LLC 0.23% Reduce -1.9% 283,171 $37.4M
UMB Bank, n.a. 0.59% Add +9.5% 280,266 $37.0M
O'shaughnessy Asset Management, LLC 0.41% Add +11.3% 279,312 $36.9M
Beacon Pointe Advisors, LLC 0.41% Reduce -4.0% 278,042 $36.7M
Northwest & Ethical Investments L.P. 1.06% Add +4.6% 277,728 $36.6M
Intech Investment Management LLC 0.51% Reduce -34.9% 276,766 $36.5M
Kestra Advisory Services, LLC 0.24% Add +5.4% 276,102 $36.4M
Todd Asset Management LLC 0.74% Reduce -6.1% 275,550 $36.4M
Heritage Investors Management Corp. 1.28% Reduce -1.4% 274,950 $36.3M
Campbell Newman Asset Management Inc. 2.92% Reduce -1.3% 273,096 $36.0M
Pinnacle Financial Partners Inc 0.78% Add +1.8% 271,864 $35.9M
Atria Investments, Inc 0.49% Add +6.8% 271,853 $35.9M
Kingsview Wealth Management, LLC 0.88% Add +10.8% 266,543 $35.2M
Rafferty Asset Management, LLC 0.13% Add +1.4% 265,618 $35.0M
Ethic Inc. 0.87% Add +9.4% 261,741 $34.5M
Letko, Brosseau & Associates Inc. 0.60% Reduce -0.8% 259,419 $34.2M
RWC Asset Management LLP 2.58% Reduce -5.8% 257,996 $34.0M
Chartwell Investment Partners, LLC 1.18% Reduce -8.6% 257,908 $34.0M
Scotia Capital Inc. 0.20% Add +0.5% 256,956 $33.9M
Chilton Capital Management LLC 1.58% Add +3.6% 251,814 $33.2M
Unigestion Holding SA 1.62% Reduce -35.4% 251,576 $33.2M
Salem Investment Counselors Inc. 1.09% Add +2.2% 249,892 $33.1M
Thompson Siegel & Walmsley LLC 0.51% Reduce -1.5% 250,565 $33.1M
Roffman Miller Associates Inc. 2.21% Reduce -0.6% 249,937 $33.0M
Ingalls & Snyder LLC 1.46% Reduce -4.2% 248,605 $32.8M
St. James Investment Company, LLC 5.35% Reduce -10.4% 248,461 $32.8M
OVERSEA-CHINESE BANKING Corp Ltd 1.05% Reduce -28.5% 248,110 $32.7M
Whittier Trust Co. of Nevada Inc. 0.94% Add +10.1% 247,338 $32.6M
Bryn Mawr Trust Advisors, LLC 1.85% Add +2.5% 246,812 $32.6M
Walleye Capital LLC 0.39% Add +53.3% 246,737 $32.6M
Wilkins Investment Counsel Inc. 4.73% Add +44.3% 245,581 $32.4M
Annex Advisory Services, LLC 1.14% Add +11.7% 243,786 $32.2M
Abn Amro Investment Solutions 0.56% Reduce -20.5% 243,644 $32.1M
Wealthfront Advisers LLC 0.11% Add +1.7% 241,870 $31.9M
Boston Common Asset Management, LLC 0.76% Reduce -25.9% 241,868 $31.9M
Andra AP-fonden 0.55% Add +38.4% 236,500 $31.2M
Vanguard Personalized Indexing Management, LLC 0.67% Add +8.9% 235,344 $31.1M
Integral Health Asset Management, LLC 3.04% New 235,000 $31.0M
South Dakota Investment Council 0.64% Reduce -7.5% 233,232 $30.8M
Alpha Cubed Investments, LLC 1.60% Reduce -0.7% 231,615 $30.6M
Elo Mutual Pension Insurance Co 0.72% Add +4.5% 231,538 $30.6M
Willis Investment Counsel 2.10% No change 231,045 $30.5M
Brown Brothers Harriman & Co. 0.23% Reduce -0.1% 230,907 $30.5M
Poplar Forest Capital LLC 4.05% Reduce -2.8% 228,347 $30.1M
Curi Capital, LLC 0.70% Add +56.8% 228,159 $30.1M
TD Waterhouse Canada Inc. 0.22% Reduce -5.0% 192,014 $30.0M
Jefferies Financial Group Inc. 0.66% Add +31.5% 227,399 $30.0M
TCW Group Inc. 0.30% Add +344.1% 223,130 $29.4M
LBP Am SA 1.17% Reduce -56.5% 222,206 $29.3M
Credit Agricole S A 0.50% Add +54.3% 233,618 $29.3M
Braun Stacey Associates Inc. 1.16% Add +3.0% 221,524 $29.2M
CapWealth Advisors, LLC 3.27% Reduce -2.5% 220,933 $29.2M
Stack Financial Management, Inc 2.67% Reduce -1.3% 220,617 $29.1M
Quintet Private Bank (Europe) S.A. 1.30% Reduce -13.2% 192,468 $29.1M
Cardinal Capital Management, Inc. 1.29% Reduce -24.6% 220,413 $29.1M
Rhenman & Partners Asset Management AB 2.73% Add +48.1% 218,500 $28.8M
Oregon Public Employees Retirement Fund 0.57% Add +9.6% 216,792 $28.6M
Bartlett & Co. Wealth Management LLC 0.44% Reduce -0.3% 214,339 $28.4M
Kestra Private Wealth Services, LLC 0.64% Reduce -0.3% 214,981 $28.4M
Gulf International Bank (UK) Ltd 0.71% Add +0.4% 213,831 $28.2M
Erste Asset Management GmbH 0.38% Add +5.0% 212,557 $28.0M
Destination Wealth Management 0.93% Reduce -1.5% 210,989 $27.8M
Daiichi Life Insurance Co., Ltd. 0.62% Reduce -27.1% 209,479 $27.6M
Van Hulzen Asset Management, LLC 1.82% Reduce -0.4% 208,697 $27.5M
Blackhill Capital Inc. 1.58% No change 208,500 $27.5M
Tobam 2.46% Reduce -32.3% 208,346 $27.5M
First Manhattan Co. Llc. 0.09% Reduce -1.1% 208,081 $27.5M
Quadrature Capital Ltd 0.47% Add +100.3% 207,618 $27.4M
Freedom Together Foundation 2.99% No change 207,317 $27.4M
United Capital Financial Advisors, LLC 0.23% Reduce -14.1% 206,680 $27.3M
Envestnet Portfolio Solutions, Inc. 0.10% Add +25.7% 206,321 $27.2M
Federation des caisses Desjardins du Quebec 0.20% Add +7.8% 211,155 $27.2M
Randolph Co Inc 3.32% Add +7152.7% 205,106 $27.1M
First National Trust Co 1.10% Reduce -1.3% 204,479 $27.0M
General American Investors Co. Inc. 2.00% No change 204,326 $27.0M
Citizens Financial Group Inc. 0.90% Reduce -3.1% 204,219 $26.9M
Norris Perne & French LLP 1.94% Add +0.3% 203,716 $26.9M
Magnetar Financial LLC 0.70% Reduce -85.5% 203,172 $26.8M
Jones Financial Companies LLLP 0.04% Add +13.2% 200,869 $26.5M
Renaissance Technologies 0.04% Add +67.1% 200,202 $26.4M
Svenska Handelsbanken AB (publ) 8.32% — 200,000 $26.4M
Central Securities Corp 2.66% No change 200,000 $26.4M
Prime Capital Investment Advisors, LLC 0.37% Reduce -5.1% 199,557 $26.3M
Atria Wealth Solutions, Inc. 0.30% Add +0.5% 198,202 $26.3M
Eastern Bank 1.09% Reduce -5.6% 198,885 $26.2M
TCTC Holdings, LLC 0.87% Add +0.6% 198,552 $26.2M
Oppenheimer & Co. Inc. 0.43% Reduce -0.1% 198,137 $26.1M
Richard C. Young & CO., LTD. 3.21% Reduce -1.1% 193,750 $25.6M
Kentucky Retirement Systems 0.76% Reduce -5.1% 192,441 $25.4M
Godsey & Gibb, Inc. 2.67% Reduce -0.5% 192,379 $25.4M
Pacer Advisors, Inc. 0.06% Reduce -20.5% 192,188 $25.4M
Dana Investment Advisors, Inc. 0.84% Add +3.5% 190,763 $25.2M
Baldwin Wealth Partners LLC 1.89% Reduce -1.0% 190,650 $25.2M
Circle Wealth Management, LLC 0.62% Reduce -1.7% 190,395 $25.1M
Avalon Trust Co 2.06% Add +0.3% 190,341 $25.1M
Lombard Odier Asset Management (Switzerland) SA 1.75% Add +30.6% 188,488 $24.9M
Maryland State Retirement & Pension System 0.49% Add +0.6% 198,948 $24.8M
First Horizon Advisors, Inc. 0.77% Reduce -2.1% 187,825 $24.8M
Hyman Charles D 1.37% Add +0.7% 187,391 $24.7M
Empowered Funds, LLC 0.44% Add +122.6% 186,700 $24.6M
Alaska Permanent Fund Corp 0.36% Reduce -0.9% 186,228 $24.6M
Stillwater Capital Advisors, LLC 3.62% Reduce -0.5% 185,049 $24.4M
Cantor Fitzgerald Investment Advisors L.P. 1.81% Reduce -2.8% 184,837 $24.4M
Neville Rodie & Shaw Inc. 1.86% Reduce -0.5% 184,768 $24.4M
Badgley Phelps Wealth Managers, LLC 0.61% Add +2036.0% 183,337 $24.3M
Obermeyer Wealth Partners 1.43% Add +6.9% 184,316 $24.3M
Crossmark Global Holdings, Inc. 0.47% Reduce -4.3% 183,198 $24.2M
EP Wealth Advisors, LLC 0.28% Add +3.4% 181,694 $24.0M
MAI Capital Management 0.25% Add +16.7% 180,741 $23.8M
Cary Street Partners Investment Advisory LLC 1.00% Add +0.1% 179,468 $23.7M
Bollard Group LLC 0.72% Add +0.6% 179,343 $23.7M
Argent Trust Co 1.06% Add +1.5% 179,067 $23.6M
Suncoast Equity Management 2.75% Add +7.5% 177,881 $23.5M
Applied Finance Capital Management, LLC 1.65% Add +16.3% 177,841 $23.5M
Everett Harris & Co. 0.31% Add +0.8% 176,945 $23.3M
Gotham Asset Management 0.35% Add +22.7% 176,908 $23.3M
Skba Capital Management LLC 3.64% Reduce -0.8% 176,255 $23.3M
Tokio Marine Asset Management Co. Ltd. 1.17% Add +0.1% 175,497 $23.2M
Soros Fund Management 0.90% Reduce -22.2% 175,000 $23.1M
Orion Porfolio Solutions, LLC 0.24% Reduce -0.7% 173,421 $22.9M
Orion Portfolio Solutions, LLC 0.24% Reduce -0.7% 173,421 $22.9M
Montag A & Associates Inc. 1.14% Add +1.5% 171,959 $22.8M
Fairfax Financial Holdings 1.86% No change 172,900 $22.8M
GW Henssler & Associates Ltd. 1.32% Reduce -1.7% 170,357 $22.5M
Novare Capital Management LLC 2.03% Add +4.7% 170,119 $22.4M
Genus Capital Management Inc. 2.91% — 169,601 $22.4M
McGowan Group Asset Management, Inc. 3.28% Reduce -1.1% 168,402 $22.2M
Sonora Investment Management Group, LLC 1.75% Add +0.5% 167,869 $22.2M
Edmond DE Rothschild Holding S.A. 0.37% Add +0.5% 167,864 $22.1M
Smith Group Asset Management, LLC 1.25% Add +1.9% 165,342 $21.8M
Achmea Investment Management B.V. 0.41% Reduce -55.2% 164,811 $21.7M
Acadian Asset Management LLC 0.08% Add +105.4% 164,863 $21.7M
Logan Capital Management Inc. 0.93% Reduce -0.5% 164,273 $21.7M
Hartford Investment Management Co. 0.76% Reduce -4.1% 163,687 $21.6M
Stratos Wealth Partners, LTD. 0.36% Reduce -1.1% 162,742 $21.5M
Hantz Financial Services, Inc. 0.42% Reduce -6.7% 162,137 $21.4M
Perigon Wealth Management, LLC 0.65% Add +1.2% 161,896 $21.4M
Forbes J M & Co. LLP 2.32% Reduce -1.1% 161,894 $21.4M
Wescott Financial Advisory Group, LLC 2.65% Add +7.2% 161,477 $21.3M
Associated Banc-Corp 0.67% Reduce -1.8% 161,057 $21.3M
Prospector Partners LLC 2.49% Add +1.8% 161,047 $21.3M
Dodge & Cox 0.01% Reduce -0.3% 160,495 $21.2M
Woodmont Investment Counsel LLC 1.78% Add +1.0% 160,226 $21.1M
Sequoia Financial Advisors, LLC 0.26% Reduce -6.4% 159,096 $21.0M
Parthenon LLC 2.66% Reduce -0.0% 158,845 $21.0M
Edge Capital Group, LLC 1.04% Add +20.0% 158,054 $20.9M
Smith Salley Wealth Management 1.60% Reduce -24.9% 156,227 $20.6M
ARS Wealth Advisors Group, LLC 2.78% Add +8.2% 155,851 $20.6M
Blue Chip Partners, LLC 1.99% Add +9.3% 155,678 $20.5M
Beese Fulmer Investment Management, Inc. 1.93% Reduce -0.2% 155,164 $20.5M
Cadinha & Co. LLC 3.43% Reduce -0.6% 151,345 $20.0M
Gratus Capital, LLC 0.92% Add +7.2% 151,103 $19.9M
CW Advisors, LLC 0.34% Reduce -1.9% 150,022 $19.8M
Intact Investment Management Inc. 0.78% Add +11.7% 149,800 $19.8M
Bar Harbor Wealth Management 1.32% Add +8.8% 149,541 $19.7M
Securian Asset Management, Inc. 0.58% Reduce -7.0% 149,252 $19.7M
Bridgeway Capital Management, LLC 0.40% Reduce -3.3% 147,931 $19.5M
Quantinno Capital Management LP 0.42% Add +37.7% 147,920 $19.5M
Louisiana State Employees Retirement System 0.38% Reduce -3.7% 147,500 $19.5M
Tidal Investments LLC 0.33% Add +25.4% 145,961 $19.3M
Vident Advisory, LLC 0.40% Reduce -16.5% 145,804 $19.2M
CENTRAL TRUST Co 0.48% Reduce -0.7% 144,734 $19.1M
Moors & Cabot, Inc. 1.03% Add +1.5% 144,178 $19.0M
Bourgeon Capital Management LLC 3.71% Add +0.8% 143,556 $18.9M
Metis Global Partners, LLC 0.69% Reduce -1.4% 143,552 $18.9M
Bragg Financial Advisors, Inc 0.85% Reduce -1.9% 143,171 $18.9M
Empower Advisory Group, LLC 0.07% Reduce -2.7% 142,469 $18.8M
Prospera Financial Services Inc 0.56% Add +17.2% 141,815 $18.7M
MassMutual Private Wealth & Trust, FSB 0.58% Reduce -1.2% 141,435 $18.7M
Wilmington Savings Fund Society, FSB 0.71% — 140,839 $18.6M
Motco 1.11% Reduce -0.9% 140,545 $18.5M
Ledyard National Bank 1.78% Reduce -5.5% 139,622 $18.4M
Alley Investment Management Company, LLC 2.53% Reduce -0.6% 139,133 $18.4M
Eagle Global Advisors LLC 1.03% Add +6.5% 139,119 $18.4M
Abner Herrman & Brock LLC 2.28% Reduce -2.1% 138,549 $18.3M
Avantax Advisory Services, Inc. 0.16% Add +19.2% 138,465 $18.3M
Middleton & Co. Inc. 2.11% Add +0.3% 138,401 $18.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2.07% Reduce -3.9% 138,350 $18.3M
Polar Asset Management Partners Inc. 0.65% New 138,100 $18.2M
Washington Trust Bank 1.74% Reduce -2.2% 138,040 $18.2M
Farmers & Merchants Investments Inc. 0.61% Add +3.8% 137,315 $18.1M
Goelzer Investment Management, Inc. 1.03% Reduce -3.1% 137,195 $18.1M
Calamos Wealth Management LLC 1.04% Add +2.2% 137,014 $18.1M
Wesleyan Assurance Society 1.59% No change 136,371 $18.0M
Congress Asset Management Co. 0.13% Reduce -2.3% 135,813 $17.9M
Fishman Jay A Ltd. 1.97% Add +4.2% 135,316 $17.9M
Investment House LLC 1.05% Add +10.4% 135,111 $17.8M
Exchange Traded Concepts, LLC 0.46% Add +72.7% 135,078 $17.8M
Ar Asset Management Inc. 4.38% No change 134,320 $17.7M
Atle Fund Management AB 10.74% Add +103.6% 133,741 $17.6M
Snowden Capital Advisors LLC 0.56% Add +6.6% 132,954 $17.6M
NorthCrest Asset Manangement, LLC 0.60% Reduce -16.7% 133,688 $17.6M
Stonebridge Capital Advisors LLC 1.58% Add +4.1% 133,521 $17.6M
Lido Advisors, LLC 0.16% Reduce -3.8% 132,531 $17.6M
FineMark National Bank & Trust 0.65% Add +1.4% 133,028 $17.6M
Karpas Strategies, LLC 5.45% Add +0.0% 132,938 $17.5M
Nemes Rush Group LLC 2.51% Add +10.7% 132,436 $17.5M
Payden & Rygel Investment Group 1.19% — 131,750 $17.4M
Payden & Rygel 1.19% Reduce -21.0% 131,750 $17.4M
Cornerstone Advisors, LLC 0.72% Add +0.3% 131,000 $17.3M
Beck Mack & Oliver LLC 0.35% Reduce -2.7% 130,813 $17.3M
Black Creek Investment Management Inc. 0.52% Reduce -1.5% 130,300 $17.2M
Old National Bancorp 0.41% Add +1.9% 130,188 $17.2M
Allianz SE 0.54% — 129,439 $17.1M
Trust Co. of Vermont 0.95% Add +10.0% 129,272 $17.1M
Foundation Resource Management Inc. 2.67% Reduce -34.5% 128,818 $17.0M
Foundry Partners, LLC 0.90% Add +3.3% 128,076 $16.9M
Patten & Patten Inc. 1.20% Reduce -0.9% 127,982 $16.9M
Signature Estate & Investment Advisors LLC 0.48% Add +3.5% 127,854 $16.9M
B. Riley Wealth Advisors, Inc. 0.46% Add +10.9% 162,575 $16.9M
New Mexico Educational Retirement Board 0.60% Reduce -3.3% 127,686 $16.8M
Woodstock Corp. 1.74% Reduce -0.2% 127,380 $16.8M
HB Wealth Management, LLC 0.21% Add +7.5% 127,269 $16.8M
CCM Investment Advisers LLC 2.01% Reduce -6.5% 127,027 $16.8M
Parsons Capital Management Inc. 1.15% Add +0.0% 126,813 $16.7M
Park Avenue Securities LLC 0.22% Reduce -1.1% 126,749 $16.7M
Edge Wealth Management LLC 3.51% Reduce -1.2% 126,658 $16.7M
Mengis Capital Management, Inc. 2.59% Add +2.9% 126,604 $16.7M
Diversified Trust Co. 0.50% Reduce -4.8% 125,520 $16.6M
American Assets Investment Management, LLC 1.57% No change 125,000 $16.5M
Point72 (DIFC) Ltd 1.27% — 124,439 $16.4M
Livforsakringsbolaget Skandia, Omsesidigt 1.38% Add +0.8% 123,407 $16.4M
M&R Capital Management Inc. 4.00% Reduce -1.4% 123,652 $16.3M
Beacon Investment Advisory Services, Inc. 0.70% Reduce -0.5% 123,252 $16.3M
ARS Investment Partners, LLC 1.61% Reduce -0.1% 122,692 $16.2M
Connors Investor Services Inc. 1.70% Reduce -5.9% 122,263 $16.1M
Advisory Services Network, LLC 0.36% Add +2.0% 122,213 $16.1M
NorthCoast Asset Management LLC 0.21% Add +42.0% 122,198 $16.1M
SVB Wealth LLC 0.36% Reduce -4.0% 122,186 $16.1M
Narwhal Capital Management 1.57% Add +32.1% 121,421 $16.0M
GHP Investment Advisors, Inc. 0.79% Add +1.1% 121,320 $16.0M
Crestwood Advisors Group, LLC 0.35% Add +2.4% 120,829 $15.9M
Auxier Asset Management LLC 2.42% Reduce -1.8% 120,597 $15.9M
Summit Global Investments 1.18% Reduce -41.2% 120,547 $15.9M
iA Global Asset Management Inc. 0.32% Reduce -2.9% 120,248 $15.9M
Laird Norton Wetherby Wealth Management, LLC 0.75% Reduce -3.7% 119,803 $15.8M
Savant Capital, LLC 0.18% Add +3.5% 119,751 $15.8M
Williams Jones Wealth Management, LLC. 0.20% Reduce -0.1% 119,324 $15.7M
Tri Locum Partners LP 5.45% New 119,200 $15.7M
Moody LYNN Lieberson & Walker, LLC 1.05% Add +15.5% 118,573 $15.6M
Monarch Capital Management Inc. 4.41% Reduce -0.6% 118,035 $15.6M
Clough Capital Partners L P 1.72% Reduce -3.8% 118,265 $15.6M
Smithfield Trust Co 0.83% Reduce -3.5% 118,054 $15.6M
Matthew Goff Investment Advisor, LLC 3.13% Reduce -1.6% 117,117 $15.5M
Buckingham Strategic Wealth, LLC 0.16% Reduce -6.8% 116,005 $15.3M
Assetmark, Inc. 0.05% Add +11.5% 115,770 $15.3M
Columbia Asset Management 3.10% No change 140,020 $15.3M
Cheviot Value Management, LLC 3.33% Reduce -0.6% 115,107 $15.2M
Hoylecohen, LLC 1.15% Add +0.5% 114,009 $15.0M
Atika Capital Management LLC 1.69% New 114,000 $15.0M
Phoenix Financial Ltd. 0.21% Add +20.2% 113,270 $15.0M
Ossiam 0.26% Reduce -79.4% 113,569 $15.0M
LMCG Investments, LLC 0.88% Reduce -14.1% 113,190 $14.9M
Lombard Odier Asset Management (Europe) Ltd 1.47% Add +115.7% 112,876 $14.9M
W.G. Shaheen & Associates DBA Whitney & Co 1.76% Reduce -1.4% 112,143 $14.8M
Bright Rock Capital Management, LLC 3.06% No change 112,000 $14.8M
Community Bank, N.A. 1.93% Reduce -2.0% 111,480 $14.7M
HUB Investment Partners, LLC 0.81% Add +13.2% 111,361 $14.7M
Stock Yards Bank & Trust Co. 0.48% Add +3.4% 110,929 $14.6M
Artemis Investment Management LLP 0.19% Reduce -1.5% 110,857 $14.6M
Griffin Asset Management, Inc. 1.74% Reduce -0.3% 110,524 $14.6M
Cna Financial Corp. 7.26% New 110,000 $14.5M
Loews Corp 0.12% New 110,000 $14.5M
Alps Advisors Inc. 0.10% Add +0.8% 109,601 $14.5M
Stockman Wealth Management, Inc. 2.54% Reduce -1.8% 109,044 $14.4M
Ieq Capital, LLC 0.21% Add +8.6% 108,262 $14.3M
SlateStone Wealth, LLC 1.43% Add +45.0% 108,099 $14.3M
Mitchell Sinkler & Starr 3.55% Reduce -48.4% 107,506 $14.2M
Evercore Wealth Management, LLC 0.22% Reduce -3.4% 107,257 $14.2M
LaFleur & Godfrey LLC 2.08% Reduce -5.9% 106,599 $14.1M
Bard Financial Services, Inc. 1.49% Reduce -0.4% 106,078 $14.0M
Tufton Capital Management 2.75% Reduce -0.3% 106,054 $14.0M
Lincoln National Corp. 0.22% Add +10.6% 105,821 $14.0M
Chemung Canal Trust Co. 2.69% Add +19.5% 105,407 $13.9M
Slocum, Gordon & Co LLP 10.32% Reduce -0.2% 105,348 $13.9M
NBT Bank, N.A. 1.01% Reduce -1.4% 104,977 $13.9M
Te Ahumairangi Investment Management Ltd 2.40% Reduce -8.8% 104,686 $13.8M
Formuepleje A/S 0.78% Reduce -5.8% 104,682 $13.8M
SP Asset Management LLC 1.28% Reduce -0.6% 104,187 $13.7M
Appleton Partners Inc. 1.07% Reduce -0.5% 104,162 $13.7M
Kayne Anderson Rudnick Investment Management LLC 0.03% Reduce -0.2% 103,787 $13.7M
Sphera Funds Management LTD. 2.21% Reduce -16.2% 103,600 $13.7M
Cutler Investment Counsel LLC 1.83% Reduce -0.5% 102,938 $13.7M
Jacobs & Co. 1.44% Reduce -3.0% 103,190 $13.6M
Lowe Brockenbrough & Co. Inc. 0.92% Add +12.0% 102,661 $13.6M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.79% No change 111,000 $13.6M
Burney Co./ 0.51% Add +7.6% 102,395 $13.5M
Metropolitan Life Insurance Co 0.59% Reduce -0.9% 102,204 $13.5M
Schaper Benz & Wise Investment Counsel Inc. 1.12% Add +5.8% 101,979 $13.5M
GLOBALT Investments LLC / GA 0.54% Add +1.2% 101,883 $13.4M
Greenleaf Trust 0.12% Add +15.5% 101,674 $13.4M
Noesis Capital Mangement Corp. 2.97% Reduce -1.3% 101,223 $13.4M
Coulter & Justus Financial Services, LLC 2.97% New 101,223 $13.4M
Apollon Wealth Management, LLC 0.42% Add +2.8% 101,202 $13.4M
Atlantic Union Bankshares Corp 1.12% Add +0.5% 101,073 $13.3M
Estabrook Capital Management 2.06% Reduce -2.2% 100,864 $13.3M
Sheaff Brock Investment Advisors, LLC 1.06% Reduce -4.1% 100,711 $13.3M
Simplicity Wealth,LLC 0.32% Add +1441.0% 100,396 $13.2M
Tompkins Financial Corp. 1.48% Add +0.2% 99,310 $13.1M
Banque Cantonale Vaudoise 0.51% Add +17.0% 99,035 $13.1M
Norinchukin Bank, The 0.39% Reduce -3.9% 98,892 $13.0M
Brevan Howard Capital Management LP 1.24% Add +228.0% 98,883 $13.0M
Avantax Planning Partners, Inc. 0.42% Add +69.2% 98,350 $13.0M
Johnson Investment Counsel Inc. 0.14% Reduce -1.0% 98,347 $13.0M
Capital Fund Management S.A. 0.16% New 98,309 $13.0M
John G Ullman & Associates Inc. 1.99% Reduce -0.6% 98,199 $13.0M
Exencial Wealth Advisors, LLC 0.48% Add +6.5% 97,660 $12.9M
GAM Holding AG 0.93% Add +0.5% 97,351 $12.8M
Vinva Investment Management Ltd 0.72% Add +10.1% 96,951 $12.8M
Picton Mahoney Asset Management 0.54% Add +24.3% 96,402 $12.7M
Wallace Advisory Group, LLC 9.54% Reduce -0.4% 116,468 $12.7M
Liontrust Investment Partners LLP 0.18% Reduce -10.8% 96,137 $12.7M
Naples Global Advisors, LLC 1.30% Reduce -0.3% 95,541 $12.7M
Shelton Capital Management 0.36% Reduce -29.3% 96,022 $12.7M
Country Club Bank 0.89% Reduce -1.5% 96,017 $12.7M
Easterly Investment Partners LLC 0.96% Reduce -28.2% 95,627 $12.6M
Capital International, Inc. 0.17% Add +164.7% 95,525 $12.6M
First Nebraska Trust Co 1.30% Reduce -0.9% 95,315 $12.6M
Meiji Yasuda Asset Management Co Ltd. 0.53% Reduce -19.8% 94,784 $12.5M
Camden National Bank 2.21% Reduce -3.8% 94,685 $12.5M
Eldred Rock Partners, LLC 6.79% Add +1.0% 94,487 $12.5M
SG Americas Securities, LLC 0.06% Reduce -17.7% 94,474 $12.5M
Coldstream Capital Management Inc. 0.32% Add +3.5% 94,398 $12.5M
Redwood Grove Capital, LLC 3.86% Add +6.0% 94,000 $12.4M
Greenwood Gearhart LLC 1.21% Reduce -26.0% 93,981 $12.4M
Westfield Capital Management Co. LP 0.07% Add +7.1% 93,816 $12.4M
Hunter Perkins Capital Management, LLC 2.53% Reduce -6.4% 93,327 $12.4M
Marco Investment Management LLC 1.17% Add +1.6% 93,680 $12.4M
1ST Source Bank 0.72% Reduce -6.1% 93,393 $12.3M
Winslow Asset Management Inc. 2.32% Add +0.5% 93,369 $12.3M
Daymark Wealth Partners, LLC 0.66% Add +0.4% 211,580 $12.2M
Empirical Finance, LLC 0.74% Add +3.5% 91,929 $12.1M
Busey Bank 0.43% Add +1.5% 91,517 $12.1M
Quantbot Technologies LP 0.68% Add +199.1% 91,444 $12.1M
Two Sigma Securities, LLC 0.59% Add +72.5% 91,278 $12.0M
Kintegral Advisory, LLC 1.20% Reduce -0.3% 90,642 $12.0M
Cullen Investment Group, LTD. 1.89% Add +3.0% 92,190 $12.0M
Fort Sheridan Advisors LLC 2.26% Add +0.9% 90,907 $12.0M
Adalta Capital Management LLC 6.62% Add +1.3% 90,260 $12.0M
United Asset Strategies, Inc. 1.19% Reduce -3.4% 90,318 $11.9M
Rothschild Investment LLC 0.86% Reduce -1.0% 90,240 $11.9M
Lynch & Associates 2.75% Reduce -4.7% 90,185 $11.9M
Core Alternative Capital 2.13% Reduce -18.5% 90,045 $11.9M
Baron Capital (BAMCO) 0.03% Add +3.0% 90,000 $11.9M
JB Capital LLC 0.79% Add +0.9% 89,857 $11.9M
Great Valley Advisor Group, Inc. 0.36% Reduce -9.4% 89,714 $11.8M
Hamel Associates, Inc. 3.79% Reduce -0.1% 89,659 $11.8M
Balentine LLC 0.35% Reduce -3.7% 89,541 $11.8M
Westpac Banking Corp. 0.90% Reduce -14.2% 89,463 $11.8M
TD Private Client Wealth LLC 0.39% Add +4.2% 89,090 $11.8M
Simmons Bank 0.88% Reduce -1.1% 88,816 $11.7M
SpiderRock Advisors, LLC 0.38% — 96,176 $11.7M
Mutual Advisors, LLC 0.37% Add +3.4% 88,146 $11.6M
Praxis Investment Management Inc. 0.77% No change 88,091 $11.6M
Violich Capital Management, Inc. 1.66% Add +3.3% 87,677 $11.6M
Mill Capital Management, LLC 0.96% Reduce -0.5% 87,548 $11.6M
Capitolis Liquid Global Markets LLC 0.18% Add +18.3% 86,700 $11.4M
Sectoral Asset Management Inc. 4.49% Add +8.8% 86,500 $11.4M
Adams Diversified Equity Fund, Inc. 0.40% Reduce -74.0% 86,400 $11.4M
Meiji Yasuda Life Insurance Co 0.24% Add +14.8% 85,077 $11.2M
Talbot Financial, LLC 1.50% Add +0.9% 84,992 $11.2M
CX Institutional 0.54% Add +13.0% 84,920 $11.2M
CSM Advisors, LLC 0.74% Add +1.2% 84,818 $11.2M
Allied Investment Advisors, LLC 2.70% Add +2.8% 84,782 $11.2M
WealthBridge Investment Counsel Inc. 4.15% Reduce -0.7% 84,715 $11.2M
Longbow Finance SA 1.13% Reduce -54.5% 84,664 $11.2M
FLC Capital Advisors 2.82% Reduce -1.1% 84,603 $11.2M
Wedbush Securities Inc. 0.42% Add +11.3% 84,392 $11.1M
Kentucky Retirement Systems Insurance Trust Fund 0.76% Reduce -7.4% 83,625 $11.0M
Bleakley Financial Group, LLC 0.32% Add +3.8% 83,536 $11.0M
Tritonpoint Wealth, LLC 1.15% Add +1.8% 106,955 $11.0M
Park National Corp. 0.42% Reduce -8.8% 83,183 $11.0M
Concurrent Investment Advisors, LLC 0.44% Reduce -2.9% 82,896 $10.9M
Buffington Mohr McNeal 1.98% Add +7.9% 82,787 $10.9M
Aptus Capital Advisors, LLC 0.23% Add +13.8% 82,327 $10.9M
Rodgers Brothers Inc. 1.48% Reduce -19.4% 82,284 $10.9M
GFS Advisors, LLC 1.79% Reduce -1.8% 81,944 $10.8M
Canandaigua National Bank & Trust Co. 1.60% Reduce -2.5% 81,655 $10.8M
Morgan Dempsey Capital Management LLC 3.45% Reduce -9.4% 81,584 $10.8M
One Capital Management, LLC 0.39% Add +2.2% 81,573 $10.8M
Trust Co of Kansas 5.85% Reduce -3.0% 81,275 $10.7M
Hi-Line Capital Management, LLC 3.79% Add +1.3% 80,534 $10.7M
Choate Investment Advisors 0.29% Add +1.1% 80,547 $10.6M
Northwestern Mutual Investment Management Company, LLC 0.28% Add +0.3% 80,408 $10.6M
Integrated Wealth Concepts LLC 0.15% Add +6.7% 80,273 $10.6M
NJ State Employees Deferred Compensation Plan 1.34% No change 80,252 $10.6M
Carret Asset Management, LLC 1.24% Reduce -3.0% 79,648 $10.5M
Darwin Global Management, Ltd. 1.40% New 79,600 $10.5M
GAMCO Investors 0.11% Reduce -3.6% 79,551 $10.5M
Clifford Swan Investment Counsel LLC 0.39% Reduce -4.5% 79,499 $10.5M
Investment Management Corp of Ontario 0.31% Reduce -30.6% 79,458 $10.5M
Brandywine Global Investment Management, LLC 0.08% Reduce -93.4% 79,295 $10.5M
Siemens Fonds Invest GmbH 0.80% Reduce -2.8% 79,068 $10.4M
Sky Investment Group LLC 2.04% Reduce -0.4% 78,799 $10.4M
Augustine Asset Management Inc. 4.33% Reduce -0.3% 78,777 $10.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.06% Reduce -0.7% 78,568 $10.4M
Fulton Bank, N.A. 0.42% Add +1.1% 78,237 $10.3M
Axxcess Wealth Management, LLC 0.29% Add +2.2% 78,194 $10.3M
Dynamic Advisor Solutions LLC 0.35% Add +6.0% 77,833 $10.3M
Composition Wealth, LLC 0.26% Reduce -3.0% 76,815 $10.1M
Northeast Financial Consultants Inc 0.50% Add +1.4% 76,646 $10.1M
W Advisors, LLC 6.93% Reduce -3.4% 76,550 $10.1M
Boston Financial Mangement LLC 0.32% Reduce -0.2% 76,545 $10.1M
KCM Investment Advisors LLC 0.38% Add +5.8% 76,530 $10.1M
Miramar Capital, LLC 2.55% Reduce -1.8% 77,449 $10.1M
Kennedy Capital Management LLC 0.21% Add +237.4% 76,385 $10.1M
NewEdge Wealth, LLC 0.23% Add +10.7% 78,557 $10.1M
Primecap Management Co. 0.01% Reduce -10.1% 76,000 $10.0M
Advisors Capital Management, LLC 0.18% Add +8.6% 75,729 $10.0M
Round Hill Asset Management 6.05% Reduce -14.7% 75,715 $10.0M
Anchor Investment Management, LLC 1.05% Reduce -2.6% 75,673 $10.0M
Advisory Research Inc. 1.98% Add +67.6% 75,597 $10.0M
Gladstone Institutional Advisory LLC 0.54% Reduce -20.6% 75,132 $9.9M
Hennion & Walsh Asset Management, Inc. 0.53% Reduce -11.2% 75,031 $9.9M
Ashton Thomas Private Wealth, LLC 0.56% Add +7.3% 74,450 $9.8M
BTC Capital Management, Inc. 0.90% — 74,414 $9.8M
TrinityPoint Wealth, LLC 1.62% Add +0.6% 74,045 $9.8M
Summit Financial Wealth Advisors, LLC 1.98% Add +2.2% 73,985 $9.8M
Mesirow Financial Investment Management, Inc. 0.22% Add +26.1% 73,857 $9.7M
1834 Investment Advisors Co. 1.16% Reduce -7.3% 73,845 $9.7M
Advocate Group LLC 1.93% Add +1.5% 73,648 $9.7M
Cardinal Capital Management 1.58% Add +6.0% 73,035 $9.7M
Security National Bank 1.47% Add +0.5% 73,424 $9.7M
Rossmore Private Capital 1.27% Reduce -0.3% 73,247 $9.7M
Private Capital Advisors, Inc. 1.20% Add +2.8% 73,188 $9.7M
Evergreen Capital Management LLC 0.36% Reduce -0.7% 72,730 $9.7M
Viking Fund Management LLC 1.74% Reduce -9.9% 73,000 $9.6M
Valeo Financial Advisors, LLC 0.34% Reduce -0.8% 94,275 $9.6M
Dakota Wealth Management 0.24% Add +37.9% 72,292 $9.5M
NEOS Investment Management LLC 0.59% Add +48.6% 72,244 $9.5M
Stamos Capital Partners, L.P. 2.16% Reduce -16.1% 72,140 $9.5M
Marble Harbor Investment Counsel, LLC 1.09% Reduce -0.1% 71,666 $9.5M
Clearstead Advisors, LLC 0.47% Reduce -0.4% 72,782 $9.4M
Linscomb Wealth, Inc. 0.48% Add +0.5% 71,233 $9.4M
Courier Capital LLC 0.68% Reduce -1.9% 71,138 $9.4M
Principle Wealth Partners LLC 0.73% Add +1.1% 70,972 $9.4M
Nixon Peabody Trust Co. 0.86% Add +3.4% 70,617 $9.3M
Fiduciary Alliance LLC 1.64% Reduce -1.4% 71,094 $9.3M
Live Oak Private Wealth LLC 1.61% Reduce -16.4% 70,463 $9.3M
Seaview Investment Managers LLC 2.79% Add +2.7% 70,292 $9.3M
Ostrum Asset Management 0.73% Reduce -3.6% 70,245 $9.3M
Fred Alger Management, LLC 0.05% Add +88.4% 69,710 $9.2M
Boit C F David 5.02% No change 71,283 $9.2M
Bonness Enterprises Inc. 3.31% No change 69,500 $9.2M
Buck Wealth Strategies, LLC 3.13% Reduce -6.8% 69,095 $9.1M
Trust Co. of Toledo NA 1.42% Reduce -0.0% 68,778 $9.1M
Equitable Holdings, Inc. 0.10% Add +9.1% 68,222 $9.0M
Rakuten Investment Management, Inc. 0.07% Add +986.9% 68,140 $9.0M
Ballentine Partners, LLC 0.17% Add +7.4% 68,135 $9.0M
Zuckerman Investment Group, LLC 1.04% Add +1.2% 68,122 $9.0M
Independent Advisor Alliance 0.32% Add +5.5% 67,806 $8.9M
Kelly Lawrence W & Associates Inc. 2.06% Reduce -3.7% 67,778 $8.9M
Alerus Financial NA 0.67% Reduce -0.6% 67,349 $8.9M
Sowell Financial Services LLC 0.42% Reduce -0.2% 66,562 $8.8M
Concentric Capital Strategies, LP 0.57% New 66,638 $8.8M
Ninety One UK Ltd 0.02% Reduce -1.4% 66,618 $8.8M
Schonfeld Strategic Advisors LLC 0.07% Add +1070.2% 66,488 $8.8M
Ipswich Investment Management Co., Inc. 2.05% Reduce -0.1% 66,471 $8.8M
Eliot Finkel Investment Counsel, LLC 5.66% Reduce -2.4% 66,450 $8.8M
XML Financial, LLC 0.90% Reduce -10.9% 66,425 $8.8M
Hodges Capital Management Inc. 0.56% Reduce -3.3% 66,377 $8.8M
Pallas Capital Advisors LLC 0.36% Add +6.3% 66,286 $8.7M
Bank of Hawaii 0.42% Reduce -0.1% 66,053 $8.7M
First American Bank 0.65% Reduce -0.3% 65,672 $8.7M
Northwest Bancshares, Inc. 1.36% Reduce -4.1% 65,527 $8.6M
Martin Capital Partners, LLC 3.31% Reduce -2.4% 65,424 $8.6M
Cutler Capital Management, LLC 4.17% Reduce -0.8% 64,964 $8.6M
Commerzbank Aktiengesellschaft 0.28% Add +37.3% 64,905 $8.6M
Level Four Advisory Services, LLC 0.47% Add +0.1% 78,486 $8.6M
Red Door Wealth Management, LLC 1.65% Add +3.4% 64,807 $8.6M
Freestone Capital Holdings, LLC 0.32% Add +0.7% 64,784 $8.5M
Abacus FCF Advisors LLC 2.13% Add +25.9% 64,552 $8.5M
Brookstone Capital Management 0.15% Add +7.1% 64,476 $8.5M
Ameritas Investment Partners, Inc. 0.29% Reduce -1.8% 64,061 $8.5M
Heritage Trust Co 1.12% Reduce -1.4% 63,541 $8.4M
Buckley Wealth Management, LLC 2.69% Reduce -0.6% 63,523 $8.4M
L & S Advisors Inc 1.07% Add +277.8% 63,343 $8.4M
Asset Advisors Investment Management, LLC 0.94% Reduce -0.2% 63,210 $8.3M
Executive Wealth Management, LLC 0.73% Add +43.6% 63,502 $8.3M
PFG Investments, LLC 0.50% Add +172.8% 62,576 $8.3M
Garland Capital Management Inc. 5.46% Reduce -0.7% 62,490 $8.2M
M. Kulyk & Associates, LLC 1.91% Add +2.5% 62,382 $8.2M
Barbara Oil Co. 3.47% No change 62,295 $8.2M
Capital Counsel LLC 0.38% No change 62,183 $8.2M
TCV Trust & Wealth Management, Inc. 0.78% Reduce -7.3% 62,038 $8.2M
HighPoint Advisor Group LLC 0.58% Add +1.1% 63,304 $8.2M
Waverly Advisors, LLC 0.19% Add +87.7% 61,998 $8.2M
Exchange Capital Management, Inc. 1.33% Add +0.3% 61,858 $8.2M
Wafra Inc. 0.43% No change 61,829 $8.2M
Oliver Luxxe Assets LLC 1.70% Reduce -1.4% 61,640 $8.1M
Boston Research & Management Inc. 2.01% No change 61,525 $8.1M
Mgo One Seven LLC 0.42% Reduce -5.7% 61,466 $8.1M
Rothschild Capital Partners, LLC 2.36% No change 61,453 $8.1M
GYL Financial Synergies, LLC 0.64% Add +13.9% 61,372 $8.1M
Twin Capital Management Inc. 1.00% Add +16.4% 61,308 $8.1M
Ardsley Advisory Partners LP 1.16% New 61,000 $8.0M
Chesley Taft & Associates LLC 0.41% Add +11.4% 60,822 $8.0M
Shell Asset Management Co. 0.37% Reduce -0.8% 64,777 $8.0M
Capital Analysts, LLC 0.37% Reduce -4.4% 60,603 $8.0M
Argyle Capital Management, LLC 3.08% Reduce -3.4% 60,408 $8.0M
Hedeker Wealth, LLC 2.29% Add +0.3% 60,379 $8.0M
Pekin Hardy Strauss, Inc. 1.09% Reduce -1.5% 60,346 $8.0M
Harrell Investment Partners, LLC 2.36% Add +0.8% 60,274 $8.0M
Cornerstone Wealth Group, LLC 0.73% Add +38.4% 60,152 $7.9M
MainStreet Investment Advisors LLC 0.95% Reduce -1.6% 60,150 $7.9M
NewSquare Capital LLC 0.70% Reduce -32.5% 61,379 $7.9M
Covenant Asset Management, LLC 1.92% Reduce -1.6% 59,934 $7.9M
Silicon Valley Capital Partners 1.18% Add +19.2% 59,902 $7.9M
Walled Lake Planning & Wealth Management, LLC 3.25% Reduce -1.1% 59,879 $7.9M
OPTIMAS CAPITAL Ltd 6.91% Add +163.7% 59,865 $7.9M
North Star Investment Management Corp. 0.56% Add +0.8% 59,701 $7.9M
Northeast Investment Management 0.39% Add +5.3% 59,601 $7.9M
Keebeck Wealth Management 1.16% Reduce -1.4% 59,170 $7.9M
Azzad Asset Management Inc. 0.91% Add +1.8% 59,384 $7.8M
Horizon Investments, LLC 0.20% Add +4.4% 58,879 $7.8M
Brick & Kyle, Associates 3.45% Reduce -1.0% 59,622 $7.7M
Alberta Investment Management Corp 0.08% No change 58,600 $7.7M
Parallel Advisors, LLC 0.21% Add +9.1% 58,535 $7.7M
Cary Street Partners Asset Management LLC 1.19% Reduce -2.8% 58,390 $7.7M
R.H. Dinel Investment Counsel, Inc. 4.93% No change 58,377 $7.7M
Bogart Wealth, LLC 0.39% Reduce -0.9% 58,167 $7.7M
Addenda Capital Inc. 0.29% Reduce -0.3% 57,745 $7.7M
Gibraltar Capital Management, Inc. 3.56% Reduce -4.1% 57,962 $7.6M
Leavell Investment Management, Inc. 0.44% Add +25.9% 57,579 $7.6M
Searle & Co. 1.95% No change 57,874 $7.6M
Jacobi Capital Management LLC 0.70% Reduce -6.8% 57,645 $7.6M
Moneta Group Investment Advisors LLC 0.12% Add +5.0% 57,599 $7.6M
Brown Shipley& Co Ltd 2.38% Add +40.9% 57,720 $7.6M
LS Investment Advisors, LLC 1.20% Add +13.7% 57,113 $7.5M
Nomura Holdings Inc. 0.06% Reduce -2.1% 57,087 $7.5M
Mairs & Power Inc. 0.07% Reduce -8.0% 57,017 $7.5M
Patton Albertson Miller Group, LLC 1.12% Add +7.2% 56,851 $7.5M
ZWJ Investment Counsel Inc. 0.34% Add +1.3% 56,608 $7.5M
Central Bank & Trust Co. 1.06% Reduce -5.6% 56,516 $7.5M
J. W. Coons Advisors, LLC 1.31% Reduce -0.8% 56,315 $7.4M
Prosperity Consulting Group, LLC 0.93% Add +233.5% 56,289 $7.4M
Guyasuta Investment Advisors Inc. 0.54% No change 68,075 $7.4M
Tower Research Capital LLC (TRC) 0.18% Reduce -84.9% 56,119 $7.4M
Sentry LLC 1.39% Reduce -1.6% 56,074 $7.4M
Marex Group Ltd 0.24% Reduce -55.3% 56,067 $7.4M
Chilton Investment Co. Inc. 0.20% Reduce -47.7% 56,034 $7.4M
Thematics Asset Management 0.31% No change 55,915 $7.4M
Ellsworth Advisors, LLC 2.10% Add +2.9% 58,323 $7.3M
China Universal Asset Management Co., Ltd. 0.93% Add +10.1% 55,281 $7.3M
Commonwealth Retirement Investments LLC 3.50% Reduce -5.7% 55,489 $7.3M
Signaturefd, LLC 0.15% Add +4.7% 55,316 $7.3M
OneDigital Investment Advisors LLC 0.11% Reduce -5.3% 55,294 $7.3M
Asset Dedication, LLC 0.54% Add +1.4% 54,696 $7.2M
American National Bank & Trust Co. 1.71% — 54,867 $7.2M
HAP Trading, LLC 2.24% Add +166.9% 54,701 $7.2M
Forvis Mazars Wealth Advisors, LLC 0.18% Reduce -5.9% 54,688 $7.2M
Modera Wealth Management, LLC 0.11% Add +0.4% 54,596 $7.2M
Tectonic Advisors LLC 0.55% Add +2.3% 54,537 $7.2M
Sienna Gestion 0.62% — 54,528 $7.2M
Equitable Trust Co. 0.50% Reduce -4.4% 54,305 $7.2M
Venture Visionary Partners LLC 0.34% Add +3.6% 54,212 $7.2M
Pinnacle Wealth Management Advisory Group, LLC 0.77% Reduce -0.9% 54,060 $7.1M
Codex Capital, L.L.C. 3.47% Add +37.6% 54,000 $7.1M
Biltmore Family Office, LLC 1.40% No change 53,623 $7.1M
Fragasso Financial Advisors Inc 0.60% Reduce -2.4% 53,803 $7.1M
SevenBridge Financial Group, LLC 1.61% Reduce -3.5% 55,638 $7.1M
Verdence Capital Advisors LLC 0.65% Add +0.0% 53,728 $7.1M
Royal Fund Management, LLC 0.82% Reduce -8.3% 53,706 $7.1M
Hanson & Doremus Investment Management 1.22% Add +0.4% 53,667 $7.1M
Eagle Rock Investment Company, LLC 1.31% Reduce -1.9% 53,636 $7.1M
Sunbelt Securities, Inc. 0.79% Add +0.4% 53,495 $7.1M
Ashford Capital Management Inc. 0.95% Add +10.3% 53,215 $7.0M
Spire Wealth Management 0.13% Add +0.8% 53,195 $7.0M
Marietta Wealth Management, LLC 1.16% Reduce -0.9% 53,111 $7.0M
Caldwell Trust Co 0.81% Reduce -1.1% 52,928 $7.0M
Newman Dignan & Sheerar, Inc. 1.86% Reduce -0.1% 52,802 $7.0M
V-Square Quantitative Management LLC 0.97% Add +25.2% 52,745 $7.0M
Cadence Bank 0.50% Add +0.7% 52,315 $6.9M
Jackson Square Capital, LLC 1.77% Add +42.6% 52,244 $6.9M
J.W. Cole Advisors, Inc. 0.35% Add +1.4% 52,253 $6.9M
Edgemoor Investment Advisors, Inc. 0.66% Reduce -3.4% 52,163 $6.9M
Choreo, LLC 0.18% Reduce -0.2% 52,001 $6.9M
Inlet Private Wealth, LLC 1.91% No change 51,788 $6.8M
Wealthcare Advisory Partners LLC 0.22% Add +10.0% 51,650 $6.8M
tru Independence LLC 2.01% Reduce -2.4% 51,610 $6.8M
Meridian Wealth Advisors, LLC 1.28% Add +5.1% 51,598 $6.8M
Wendell David Associates Inc. 0.69% Reduce -0.3% 51,549 $6.8M
Boston Family Office LLC 0.49% Reduce -0.1% 51,507 $6.8M
Ascent Group, LLC 0.60% Add +41.1% 51,422 $6.8M
Caprock Group, LLC 0.39% Add +4.9% 51,043 $6.8M
U.S. Capital Wealth Advisors, LLC 0.26% Reduce -17.6% 51,201 $6.8M
Howland Capital Management LLC 0.32% Reduce -1.1% 50,621 $6.7M
First Citizens Bank & Trust Co. 0.13% Add +168.4% 50,730 $6.7M
Merit Financial Group, LLC 0.16% Add +39.5% 52,450 $6.7M
Hilltop Holdings Inc. 0.74% Add +18.1% 50,626 $6.7M
Jackson Hole Capital Partners, LLC 1.53% Add +1.9% 50,589 $6.7M
Allworth Financial LP 0.05% Add +7.9% 50,588 $6.7M
Capital Investment Counsel, LLC 1.43% Add +73.2% 50,508 $6.7M
Compound Global Advisors, LLC 1.17% New 50,195 $6.6M
Generate Investment Management Ltd 0.52% New 50,195 $6.6M
HBK Sorce Advisory LLC 0.23% Add +1.9% 50,195 $6.6M
1832 Asset Management L.P. 0.01% Reduce -7.3% 50,122 $6.6M
Pine Valley Investments Ltd Liability Co 0.52% Reduce -3.1% 49,984 $6.6M
BLB&B Advisors, LLC 0.37% Reduce -2.7% 50,077 $6.6M
Stablepoint Partners, LLC 1.34% Add +15.3% 50,056 $6.6M
Private Trust Co. NA 0.71% Reduce -0.8% 49,894 $6.6M
Personal Cfo Solutions, LLC 1.03% Add +14.9% 49,845 $6.6M
Ameritas Advisory Services, LLC 0.27% Add +20.9% 50,313 $6.5M
Wahed Invest LLC 1.49% Add +14.5% 49,405 $6.5M
Voloridge Investment Management, LLC 0.02% Reduce -94.0% 49,395 $6.5M
Wealthspire Advisors, LLC 0.09% Reduce -3.8% 49,327 $6.5M
SYSTM Wealth Solutions LLC 0.82% Reduce -4.4% 49,146 $6.5M
Ritholtz Wealth Management 0.22% Add +1.3% 49,124 $6.5M
Profund Advisors LLC 0.25% Reduce -4.4% 48,962 $6.5M
Value Partners Investments Inc. 0.53% Reduce -22.0% 48,972 $6.5M
First National Bank of Mount Dora, Trust Investment Services 1.57% Reduce -1.4% 48,902 $6.5M
Community Bank & Trust, Waco, Texas 1.58% Add +0.2% 48,816 $6.4M
Wexford Capital LP 1.32% Add +27.6% 48,802 $6.4M
Hendley & Co. Inc. 2.29% Add +1.1% 48,635 $6.4M
Letson Investment Management, Inc. 2.71% Add +1.5% 48,579 $6.4M
Focus Partners Advisor Solutions, LLC 0.19% Add +305.8% 48,557 $6.4M
Vestmark Advisory Solutions, Inc. 0.28% Add +0.2% 48,555 $6.4M
New Hampshire Trust 1.50% Reduce -1.9% 48,475 $6.4M
GQG Partners LLC 0.01% Add +31.2% 48,439 $6.4M
Baugh & Associates, LLC 3.40% Add +0.7% 48,424 $6.4M
First Trust Direct Indexing L.P. 0.47% Add +18.2% 48,399 $6.4M
Sound View Wealth Advisors Group, LLC 0.68% Reduce -5.7% 48,378 $6.4M
Strategic Blueprint, LLC 0.45% Reduce -5.6% 48,367 $6.4M
Martin Investment Management, LLC 1.57% Add +0.1% 48,338 $6.4M
Integrated Advisors Network LLC 0.33% Reduce -0.3% 48,337 $6.4M
Oak Grove Capital LLC 1.79% Add +2.0% 48,317 $6.4M
Glassy Mountain Advisors, Inc. 2.40% Reduce -1.2% 48,217 $6.4M
Excalibur Management Corp. 2.69% Reduce -0.5% 48,187 $6.4M
Tower Bridge Advisors 0.66% Reduce -1.0% 48,157 $6.4M
Thomasville National Bank 0.52% Reduce -2.8% 48,027 $6.3M
Albion Financial Group 0.49% Reduce -0.5% 47,932 $6.3M
Performance Wealth Partners, LLC 0.26% Add +5.3% 47,824 $6.3M
Foundations Investment Advisors, LLC 0.17% Add +1.7% 47,794 $6.3M
Lifeworks Advisors, LLC 1.77% Add +10.7% 47,779 $6.3M
Citizens National Bank Trust Department 1.46% Add +0.3% 47,732 $6.3M
Shorepoint Capital Partners LLC 1.54% Reduce -3.0% 47,705 $6.3M
Freemont Management S.A. 0.97% Reduce -23.6% 47,700 $6.3M
Simplify Asset Management Inc. 0.60% Add +114.8% 47,663 $6.3M
Abbrea Capital, LLC 0.83% Add +0.5% 47,386 $6.3M
Legato Capital Management LLC 0.76% No change 47,574 $6.3M
Brooks, Moore & Associates, Inc. 4.02% Reduce -0.1% 47,525 $6.3M
Jackson Wealth Management, LLC 0.78% Add +3.5% 47,493 $6.3M
Plato Investment Management Ltd 0.65% Add +615.1% 47,356 $6.2M
Mirabaud & Cie SA 2.21% Reduce -9.3% 47,355 $6.2M
Monte Financial Group, LLC 2.74% Reduce -0.1% 47,353 $6.2M
Patrick M Sweeney & Associates, Inc. 5.13% Add +0.2% 47,325 $6.2M
Institutional & Family Asset Management, LLC 1.00% Reduce -12.7% 47,201 $6.2M
Holderness Investments Co. 1.52% Reduce -0.1% 47,151 $6.2M
Legacy CG, LLC 2.25% Add +0.0% 47,075 $6.2M
Philadelphia Trust Co. 0.50% Reduce -1.2% 47,029 $6.2M
Raab & Moskowitz Asset Management LLC 1.74% Add +0.5% 47,012 $6.2M
Agf Management Ltd. 0.03% Reduce -16.3% 46,974 $6.2M
CHICAGO TRUST Co NA 1.28% Add +3.3% 46,959 $6.2M
Avitas Wealth Management LLC 0.94% Add +1.2% 46,948 $6.2M
Pittenger & Anderson Inc. 0.25% No change 46,757 $6.2M
FRG Family Wealth Advisors LLC 1.21% Reduce -11.0% 47,736 $6.2M
DF Dent & Co. Inc. 0.07% Add +21.9% 46,513 $6.1M
Plimoth Trust Co. LLC 1.63% Reduce -2.1% 46,465 $6.1M
Hilton Capital Management, LLC 0.55% Reduce -0.4% 46,429 $6.1M
Rockline Wealth Management, LLC 2.14% Add +1.4% 46,423 $6.1M
Montgomery Investment Management Inc. 2.33% Reduce -16.4% 46,323 $6.1M
Capital Group Private Client Services, Inc. 0.06% Add +41.3% 46,158 $6.1M
JARISLOWSKY, FRASER Ltd 0.03% Reduce -0.3% 46,097 $6.1M
Beach Investment Counsel Inc. 0.75% No change 55,640 $6.1M
Sandy Spring Bank 0.27% Reduce -1.9% 45,672 $6.0M
Roundview Capital LLC 0.49% Add +1.8% 45,624 $6.0M
Privium Fund Management B.V. 1.75% Reduce -48.3% 45,497 $6.0M
Cypress Capital Group 0.72% Reduce -1.8% 45,472 $6.0M
Clear Harbor Asset Management, LLC 0.53% Add +2.1% 45,444 $6.0M
Rowlandmiller & Partners.adv 1.27% Add +0.2% 45,413 $6.0M
Connectus Wealth, LLC 0.16% Reduce -50.7% 44,979 $6.0M
Finer Wealth Management, Inc. 3.90% Add +1.8% 45,042 $5.9M
Founders Capital Management 4.01% Reduce -1.3% 44,925 $5.9M
Foster & Motley Inc. 0.41% Reduce -3.4% 44,853 $5.9M
Lake Street Advisors Group, LLC 0.28% Add +1.5% 44,478 $5.9M
Greylin Investment Management, Inc 1.00% Reduce -0.4% 44,700 $5.9M
Cubist Systematic Strategies, LLC 0.07% New 44,694 $5.9M
Sompo Asset Management Co., Ltd. 0.96% Reduce -14.9% 44,645 $5.9M
CPC Advisors, LLC 1.01% Add +4.2% 44,640 $5.9M
Dorsey & Whitney Trust CO LLC 0.40% Reduce -6.6% 44,506 $5.9M
Semper Augustus Investments 1.07% Reduce -0.3% 44,443 $5.9M
Hudson Value Partners, LLC 2.49% Reduce -0.1% 44,436 $5.9M
Ancora Advisors LLC 0.13% Reduce -3.0% 44,395 $5.9M
Bridges Investment Management Inc. 0.18% Reduce -5.2% 44,355 $5.9M
Nations Financial Group Inc, /Ia/ 0.49% Add +1.4% 44,328 $5.8M
Scott & Selber, Inc. 1.99% Add +0.2% 44,328 $5.8M
Valley Wealth Managers, Inc. 0.44% Reduce -5.6% 44,302 $5.8M
Chatham Capital Group, Inc. 1.07% Reduce -0.5% 44,252 $5.8M
Manchester Capital Management LLC 0.72% Add +2.7% 44,182 $5.8M
Hennessy Advisors Inc. 0.24% Reduce -3.9% 44,100 $5.8M
Richard Bernstein Advisors LLC 0.12% No change 44,045 $5.8M
Principal Securities, Inc. 0.18% Add +10.2% 43,799 $5.8M
Town & Country Bank & Trust CO dba First Bankers Trust CO 2.46% Add +0.1% 43,769 $5.8M
Studio Investment Management LLC 1.37% Reduce -1.5% 43,470 $5.8M
NorthRock Partners, LLC 0.22% Add +17.8% 43,340 $5.8M
Westover Capital Advisors, LLC 1.68% Add +0.7% 43,457 $5.7M
Bailard, Inc. 0.16% Reduce -5.9% 42,902 $5.7M
Rench Wealth Management, Inc. 2.17% Reduce -2.0% 42,896 $5.7M
WealthTrust Axiom LLC 1.82% Reduce -1.2% 42,787 $5.6M
GM Advisory Group, LLC 0.40% Add +33.7% 42,734 $5.6M
Concourse Financial Group Securities, Inc. 0.36% Add +0.8% 42,077 $5.6M
Seven Eight Capital, LP 0.58% New 42,286 $5.6M
Birmingham Capital Management Co. Inc. 2.05% Reduce -4.9% 42,238 $5.6M
Cozad Asset Management Inc. 0.58% Reduce -3.4% 42,210 $5.6M
Financial Enhancement Group LLC 0.91% Reduce -0.5% 44,265 $5.6M
Dean Investment Associates, LLC 0.76% Reduce -0.3% 41,754 $5.5M
Capital Planning Advisors, LLC 0.97% Add +2.9% 41,710 $5.5M
Sigma Planning Corp 0.17% Add +105.7% 41,676 $5.5M
RBA Wealth Management, LLC 2.22% Add +1.2% 41,579 $5.5M
Cypress Asset Management Inc. 1.48% Reduce -0.8% 40,966 $5.5M
Wilbanks Smith & Thomas Asset Management LLC 0.15% Reduce -1.7% 41,283 $5.4M
Sandhill Capital Partners LLC 0.43% Reduce -2.3% 40,923 $5.4M
TFC Financial Management, Inc. 0.96% Reduce -1.1% 40,870 $5.4M
Bray Capital Advisors 1.37% Reduce -0.6% 40,785 $5.4M
Confluence Wealth Services, Inc. 0.47% Add +9.4% 40,778 $5.4M
QV Investors Inc. 0.47% Reduce -1.9% 40,762 $5.4M
Flagship Harbor Advisors, LLC 0.34% Add +0.2% 40,672 $5.4M
Spinnaker Trust 0.35% Reduce -2.4% 40,604 $5.4M
Alpine Woods Capital Investors, LLC 1.06% Reduce -3.2% 41,350 $5.3M
Horan Capital Advisors, LLC. 1.90% Add +0.9% 40,454 $5.3M
J.P. Marvel Investment Advisors, LLC 0.92% No change 40,350 $5.3M
Cullinan Associates Inc. 0.30% Reduce -31.8% 40,248 $5.3M
SS&H Financial Advisors, Inc. 2.21% Reduce -16.1% 40,212 $5.3M
Planning Capital Management Corp 3.87% Reduce -4.5% 40,152 $5.3M
Aviance Capital Partners, LLC 0.79% Add +69.6% 40,118 $5.3M
Texas Yale Capital Corp. 0.23% No change 39,908 $5.3M
Procyon Advisors, LLC 0.41% Add +10.8% 39,805 $5.3M
Adell Harriman & Carpenter Inc. 0.43% Add +25.8% 39,767 $5.2M
Petredis Investment Advisors LLC 0.63% Add +2.9% 39,709 $5.2M
Shepherd Financial Partners LLC 0.68% Add +0.9% 39,626 $5.2M
Butensky & Cohen Financial Security, Inc. 1.63% Reduce -3.2% 39,615 $5.2M
DT Investment Partners, LLC 0.53% Reduce -17.6% 39,575 $5.2M
Beverly Hills Private Wealth, LLC 1.21% Add +0.6% 39,506 $5.2M
Journey Advisory Group, LLC 0.64% Reduce -6.4% 39,448 $5.2M
Bell & Brown Wealth Advisors, LLC 2.23% Reduce -3.5% 39,454 $5.2M
Icon Wealth Advisors, LLC 0.48% Reduce -6.0% 39,222 $5.2M
Red Spruce Capital, LLC 2.40% Add +0.4% 39,161 $5.2M
Whitener Capital Management, Inc. 1.69% Reduce -1.3% 39,113 $5.2M
SeaCrest Wealth Management, LLC 0.63% Reduce -33.2% 39,056 $5.2M
Wright Investors Service Inc. 1.31% Add +3.0% 39,022 $5.1M
Hancock Whitney Corp. 0.18% Add +11.3% 38,997 $5.1M
Gateway Advisory, LLC 0.90% Add +8.8% 38,955 $5.1M
Bank Ozk 2.29% Reduce -4.8% 38,793 $5.1M
Hengehold Capital Management LLC 0.55% Reduce -2.3% 38,762 $5.1M
Keel Point, LLC 0.53% Add +3.6% 38,736 $5.1M
Cobblestone Capital Advisors LLC 0.32% Reduce -0.8% 38,619 $5.1M
First National Bank of Omaha 0.35% Reduce -47.3% 56,747 $5.1M
Verition Fund Management LLC 0.06% Reduce -15.1% 38,533 $5.1M
Meritage Portfolio Management 0.32% Reduce -5.2% 38,431 $5.1M
FDx Advisors, Inc. 0.77% Reduce -36.1% 38,424 $5.1M
Lighthouse Investment Partners, LLC 0.30% Add +641.3% 38,167 $5.0M
Point Windward Advisors Inc. 2.09% Add +1.4% 38,152 $5.0M
Stratos Investment Management, LLC 0.49% Add +100.7% 38,120 $5.0M
Essex Financial Services, Inc. 0.46% Add +3.4% 38,077 $5.0M
Fidelis Capital Partners, LLC 0.76% Add +13.9% 38,027 $5.0M
RFG Advisory, LLC 0.17% Reduce -2.7% 37,969 $5.0M
Graypoint LLC 0.36% Add +4.5% 37,872 $5.0M
Kingswood Wealth Advisors, LLC 0.57% Reduce -23.7% 37,714 $5.0M
Inscription Capital, LLC 0.82% Add +22.1% 37,647 $5.0M
Cinctive Capital Management LP 0.26% Add +157.0% 37,605 $5.0M
KMG Fiduciary Partners, LLC 0.51% Reduce -1.5% 37,579 $5.0M
Arvest Investments, Inc. 0.79% Reduce -13.3% 37,551 $5.0M
Penobscot Investment Management Company, Inc. 0.52% Add +2.6% 37,531 $5.0M
Central Pacific Bank - Trust Division 0.65% — 37,782 $4.9M
River Wealth Advisors LLC 0.72% Add +8.8% 37,448 $4.9M
AMG National Trust Bank 0.14% Reduce -2.5% 37,360 $4.9M
Herold Advisors, Inc. 1.19% Reduce -1.7% 37,165 $4.9M
Loomis Sayles & Co. L P 0.01% Reduce -11.4% 37,166 $4.9M
New England Asset Management Inc. 0.79% Reduce -27.8% 37,165 $4.9M
Grey Ledge Advisors, LLC 1.38% Reduce -0.3% 37,129 $4.9M
Altrius Capital Management Inc 1.23% Add +5.5% 37,044 $4.9M
Leelyn Smith, LLC 0.98% Reduce -2.1% 37,018 $4.9M
Catalyst Capital Advisors LLC 0.12% Reduce -1.9% 37,000 $4.9M
Uncommon Cents Investing LLC 1.49% Reduce -0.9% 36,923 $4.9M
Oak Harvest Investment Services 0.81% Reduce -0.4% 36,784 $4.9M
First National Bank & Trust Co. of Newtown 0.98% Reduce -0.8% 36,701 $4.8M
Hamilton Capital Partners Inc. 0.58% New 36,508 $4.8M
Allen Investment Management, LLC 0.06% No change 36,424 $4.8M
B & T Capital Management DBA Alpha Capital Management 0.94% Reduce -0.9% 36,411 $4.8M
Kensington Investment Counsel, LLC 2.19% Add +3.7% 36,346 $4.8M
Stonebrook Private Inc. 1.40% Add +5.5% 36,266 $4.8M
Conning Inc. 0.16% Reduce -6.5% 36,226 $4.8M
Meeder Advisory Services, Inc. 0.49% Add +7.4% 36,146 $4.8M
Empire Financial Management Company, LLC 1.57% Add +38.6% 36,103 $4.8M
Strategy Asset Managers LLC 1.02% Reduce -11.8% 36,101 $4.8M
Global Retirement Partners, LLC 0.18% Reduce -1.7% 36,038 $4.8M
Coastline Trust Co 0.57% Reduce -3.6% 36,029 $4.8M
Scissortail Wealth Management, LLC 1.26% Reduce -43.1% 35,987 $4.7M
Trajan Wealth LLC 0.32% — 35,961 $4.7M
White Pine Capital LLC 1.80% Reduce -0.3% 36,684 $4.7M
Essex LLC 1.09% Reduce -1.3% 35,895 $4.7M
BigSur Wealth Management LLC 1.48% Add +35.1% 35,668 $4.7M
Thoroughbred Financial Services, LLC 0.46% Reduce -1.6% 35,848 $4.7M
Independent Financial Group, LLC 0.22% Add +19.4% 35,819 $4.7M
TNF LLC 1.87% Reduce -0.2% 37,163 $4.7M
Harbour Capital Advisors, LLC 1.17% Add +0.2% 36,204 $4.7M
Berry Wealth Group, LP 3.91% Reduce -15.5% 35,689 $4.7M
Creegan & Nassoura Financial Group, LLC 3.14% Reduce -0.6% 35,587 $4.7M
Asio Capital, LLC 1.00% Add +0.9% 35,372 $4.7M
Marino, Stram & Associates LLC 1.11% Reduce -0.2% 35,443 $4.7M
Charter Research & Investment Group, Inc. 3.70% Add +1.4% 35,404 $4.7M
Greenwoods Asset Management Hong Kong Ltd. 0.14% New 35,374 $4.7M
Beacon Bank & Trust 1.16% Reduce -28.8% 35,351 $4.7M
Sutton Place Investors LLC 2.31% Add +80.9% 35,332 $4.7M
Family Legacy, Inc. 1.67% Reduce -2.6% 35,263 $4.7M
Pegasus Asset Management, Inc. 1.45% Add +0.9% 35,180 $4.6M
St Germain D J Co. Inc. 0.23% Add +0.9% 35,054 $4.6M
Opus Investment Management Inc. 3.01% No change 35,000 $4.6M
Hartline Investment Corp./ 0.81% New 34,885 $4.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.81% Add +0.0% 34,885 $4.6M
TSP Capital Management Group, LLC 1.48% Reduce -0.3% 34,876 $4.6M
Costello Asset Management, INC 3.29% Reduce -3.3% 34,862 $4.6M
3Chopt Investment Partners, LLC 1.88% Add +1.1% 34,442 $4.6M
Carnegie Investment Counsel 0.14% Add +0.3% 34,638 $4.6M
SouthState Bank Corp 0.36% Add +0.4% 34,606 $4.6M
WASHINGTON TRUST Co 0.17% Add +0.3% 34,603 $4.6M
Tealwood Asset Management Inc. 2.06% Add +0.5% 34,463 $4.5M
Morse Asset Management, Inc 1.17% Add +40.4% 34,443 $4.5M
StoneX Group Inc. 0.41% Add +13.1% 34,234 $4.5M
Ramsay, Stattman, Vela & Price, Inc. 0.87% Reduce -2.9% 34,395 $4.5M
Lodestone Wealth Management LLC 2.37% Reduce -0.8% 34,270 $4.5M
Strengthening Families & Communities, LLC 2.67% Add +8.6% 34,199 $4.5M
Comprehensive Financial Consultants Institutional, Inc. 1.87% Reduce -0.0% 34,165 $4.5M
Bank Pictet & Cie (asia) Ltd. 2.48% Add +25.2% 34,050 $4.5M
Cornercap Investment Counsel Inc. 0.69% Reduce -1.3% 34,013 $4.5M
Supplemental Annuity Collective Trust of NJ 1.40% No change 34,000 $4.5M
Summit Trail Advisors, LLC 0.12% Add +29.7% 33,767 $4.5M
Aureus Asset Management, LLC 0.30% Add +190.6% 33,829 $4.5M
Walter & Keenan Wealth Management LLC /in/ 1.46% Reduce -3.2% 33,763 $4.5M
A. D. Beadell Investment Counsel, Inc. 3.88% Add +0.0% 33,703 $4.4M
Pettyjohn, Wood & White, Inc. 0.88% Reduce -0.0% 33,676 $4.4M
Arete Wealth Advisors, LLC 0.41% Reduce -22.7% 33,631 $4.4M
Nelson Capital Management, LLC 0.85% Reduce -2.1% 33,564 $4.4M
Schnieders Capital Management LLC 0.92% Reduce -0.6% 33,475 $4.4M
Keene & Associates, Inc. 3.29% Reduce -2.9% 33,390 $4.4M
Trivant Custom Portfolio Group, LLC 2.79% Reduce -2.8% 33,206 $4.4M
IHT Wealth Management, LLC 0.18% Add +3.7% 33,140 $4.4M
Sepio Capital, LP 0.37% Reduce -10.9% 33,041 $4.4M
Iowa State Bank 0.96% Reduce -0.3% 33,013 $4.4M
Vise Technologies, Inc. 0.86% Reduce -8.6% 32,919 $4.3M
McKinley Capital Management LLC 0.52% Reduce -6.2% 32,858 $4.3M
Boothbay Fund Management, LLC 0.14% Reduce -84.7% 32,854 $4.3M
Stokes Capital Advisors, LLC 1.26% Add +3.8% 32,846 $4.3M
Red Cedar Investment Management, LLC 0.54% Add +4.9% 32,761 $4.3M
McGinn Penninger Investment Management, Inc. 2.83% Reduce -0.8% 32,694 $4.3M
Gilliland Jeter Wealth Management LLC 1.50% Add +6.3% 32,650 $4.3M
Ziegler Capital Management, LLC 0.16% Reduce -5.7% 32,630 $4.3M
Quadrant Capital Group LLC 0.34% Reduce -0.9% 32,624 $4.3M
Quest Investment Management LLC 0.48% Reduce -79.0% 32,594 $4.3M
Intrust Bank NA 0.46% Add +2.0% 32,586 $4.3M
GeoWealth Management, LLC 0.17% Add +82.6% 32,516 $4.3M
Point72 Asia (Singapore) Pte. Ltd. 1.11% Add +648.6% 32,409 $4.3M
First Financial Bank - Trust Division 0.41% Reduce -4.8% 32,401 $4.3M
Robertson Stephens Wealth Management, LLC 0.23% Reduce -13.2% 32,182 $4.3M
Ontario Teachers Pension Plan Board 0.04% Add +10.4% 32,361 $4.3M
Girard Partners LTD. 0.40% Reduce -4.9% 32,312 $4.3M
Marathon Capital Management 1.02% Reduce -1.2% 32,304 $4.3M
Glass Wealth Management Co LLC 2.59% — 32,151 $4.2M
Chesapeake Asset Management LLC 4.19% Reduce -17.8% 32,072 $4.2M
FAS Wealth Partners, Inc. 0.37% Add +3.1% 32,065 $4.2M
Court Place Advisors, LLC 1.36% Reduce -4.7% 32,058 $4.2M
McIntyre Freedman & Flynn Investment Advisers Inc. 3.07% Reduce -1.8% 31,990 $4.2M
Mechanics Bank Trust Department 0.62% Add +18.2% 31,986 $4.2M
Marietta Investment Partners LLC 0.92% Add +0.7% 31,950 $4.2M
Concord Wealth Partners 0.76% Add +11.5% 31,882 $4.2M
Arkadios Wealth Advisors 0.33% Add +24.5% 31,795 $4.2M
Signature Wealth Management Group 1.91% Reduce -4.3% 33,316 $4.2M
Kentucky Farm Bureau Mutual Insurance Co 0.99% No change 31,718 $4.2M
Moody National Bank Trust Division 0.33% Reduce -1.2% 31,666 $4.2M
Alpha Omega Wealth Management LLC 0.78% Reduce -2.4% 31,661 $4.2M
Waldron Private Wealth LLC 0.19% Add +5.3% 31,378 $4.2M
Lineweaver Wealth Advisors, LLC 0.99% Add +7.8% 31,442 $4.1M
Brighton Jones LLC 0.15% Add +0.6% 31,396 $4.1M
Madison Asset Management, LLC 0.05% Reduce -0.4% 31,364 $4.1M
Pinkerton Wealth, LLC 0.66% Add +14.5% 31,296 $4.1M
Means Investment Co., Inc. 0.53% Reduce -1.5% 31,287 $4.1M
Accurate Wealth Management, LLC 1.20% Add +164.4% 32,753 $4.1M
Abbot Financial Management, Inc. 2.27% Reduce -0.7% 31,158 $4.1M
Romano Brothers and Company 0.56% Reduce -0.9% 31,078 $4.1M
Welch Group, LLC 0.20% Add +3.5% 30,850 $4.1M
EagleClaw Capital Managment, LLC 0.74% Reduce -0.6% 30,818 $4.1M
Blue Fin Capital, Inc. 0.90% Reduce -1.8% 30,733 $4.1M
Larson Financial Group LLC 0.31% Add +27.1% 30,724 $4.1M
Callahan Advisors, LLC 0.42% Add +0.0% 30,588 $4.0M
Arvest Trust Co. N A 0.23% Reduce -9.0% 30,588 $4.0M
Financial Partners Group, LLC 1.56% Add +0.1% 30,580 $4.0M
Prestige Wealth Management Group LLC 0.87% Reduce -2.2% 30,345 $4.0M
Pettee Investors, Inc. 1.70% Reduce -7.4% 30,514 $4.0M
Portfolio Design Labs, LLC 1.35% Add +186.0% 30,470 $4.0M
Addison Capital Co 2.00% Add +0.2% 30,441 $4.0M
Mogy Joel R Investment Counsel Inc. 0.27% Add +0.7% 30,423 $4.0M
Bfsg, LLC 0.53% Reduce -0.2% 30,404 $4.0M
Aries Wealth Management 1.29% Reduce -0.3% 30,375 $4.0M
Qtron Investments LLC 0.57% Add +36.3% 30,369 $4.0M
Morton Community Bank 1.15% Add +2.7% 30,354 $4.0M
Harbor Investment Advisory, LLC 0.42% Add +0.1% 30,352 $4.0M
Silvant Capital Management LLC 0.19% No change 30,074 $4.0M
Broadwater Capital Management LLC 3.06% Reduce -2.6% 30,232 $4.0M
Fairhaven Wealth Management, LLC 1.37% Reduce -2.3% 30,186 $4.0M
Vaughan Nelson Investment Management, L.P. 0.03% Reduce -0.1% 30,175 $4.0M
Wilkinson Global Asset Management LLC 0.25% Reduce -3.1% 30,165 $4.0M
Money Concepts Capital Corp. 0.37% Reduce -0.2% 30,141 $4.0M
Independent Solutions Wealth Management, LLC 0.94% Add +0.1% 30,039 $4.0M
Mission Wealth Management, LP 0.11% Add +11.8% 30,030 $4.0M
Allegheny Financial Group 1.22% Reduce -8.3% 29,886 $3.9M
Family Manage LLC 0.73% Add +1.8% 29,817 $3.9M
American National Bank & Trust 0.52% Reduce -3.5% 29,815 $3.9M
Csenge Advisory Group 0.22% Add +8.9% 29,757 $3.9M
Liberty One Investment Management, LLC 0.44% Add +5.4% 29,556 $3.9M
Wedmont Private Capital 0.28% Add +8.9% 30,765 $3.9M
Syon Capital LLC 0.37% Add +6.8% 29,490 $3.9M
Sumitomo Life Insurance Co. 0.10% Reduce -3.7% 29,455 $3.9M
AdvisorNet Financial, Inc 0.37% Add +3.9% 29,445 $3.9M
Stone Summit Wealth LLC 1.35% Add +2.9% 29,422 $3.9M
Windward Capital Management Co. 0.32% Reduce -1.0% 29,322 $3.9M
Harvey Investment Co. LLC 0.44% No change 29,288 $3.9M
Duff & Phelps Investment Management Co. 0.05% Add +3.1% 29,237 $3.9M
Richard P Slaughter Associates Inc 0.93% Reduce -9.6% 29,213 $3.9M
Northstar Advisory Group, LLC 2.33% Add +1021.3% 29,592 $3.9M
Concord Asset Management, LLC 1.01% Add +9.3% 29,148 $3.8M
Trust Asset Management LLC 0.34% No change 29,128 $3.8M
GAMMA Investing LLC 0.78% Add +18.2% 29,112 $3.8M
Delta Financial Group, Inc. 1.13% Reduce -5.8% 29,013 $3.8M
Little House Capital LLC 1.27% Add +3.8% 29,008 $3.8M
Clearstead Trust, LLC 1.00% Reduce -7.9% 28,983 $3.8M
Checchi Capital Advisers, LLC 0.30% Add +1.0% 28,929 $3.8M
Drexel Morgan & Co. 0.78% No change 28,879 $3.8M
Berkeley, Inc 2.31% Add +0.7% 28,872 $3.8M
Brown, Lisle/Cummings, Inc. 1.29% Reduce -0.1% 28,863 $3.8M
PKO Investment Management Joint-Stock Co 0.45% Reduce -12.2% 28,676 $3.8M
Synergy Asset Management, LLC 0.64% Add +49.8% 28,772 $3.8M
Harbor Advisory Corp. 1.29% Reduce -0.7% 28,769 $3.8M
Community Financial Services Group, LLC 0.86% — 28,743 $3.8M
EverSource Wealth Advisors, LLC 0.30% Add +7.5% 29,218 $3.8M
B.O.S.S. Retirement Advisors, LLC 1.44% Reduce -8.4% 34,624 $3.8M
West Michigan Advisors, LLC 1.22% Reduce -1.8% 28,534 $3.8M
&partners 0.52% Add +50.2% 28,279 $3.8M
Shoker Investment Counsel, Inc. 1.34% Add +0.2% 28,704 $3.8M
180 Wealth Advisors, LLC 0.68% Add +3.5% 28,473 $3.8M
Community Trust & Investment Co. 0.26% Reduce -2.6% 28,423 $3.8M
Secure Asset Management, LLC 0.88% Reduce -12.1% 28,390 $3.7M
Archer Investment Corp 1.13% Add +0.6% 28,364 $3.7M
Vickerman Investment Advisors, Inc. 1.21% Reduce -1.9% 28,313 $3.7M
First City Capital Management, Inc. 2.06% Reduce -5.2% 28,214 $3.7M
Regent Peak Wealth Advisors LLC 0.95% Reduce -3.1% 28,213 $3.7M
Forum Financial Management, LP 0.06% Reduce -2.5% 28,197 $3.7M
Duncker Streett & Co. Inc. 0.73% Reduce -3.4% 28,177 $3.7M
Compound Planning, Inc. 0.34% Add +3.7% 28,109 $3.7M
Reynders McVeigh Capital Management, LLC 0.21% Reduce -35.9% 27,990 $3.7M
Phoenix Wealth Advisors 2.24% Add +1.5% 27,871 $3.7M
First PREMIER Bank 0.97% Reduce -2.3% 27,872 $3.7M
AlphaStar Capital Management, LLC 0.38% Add +22.3% 27,807 $3.7M
Benjamin Edwards Inc. 0.73% Reduce -7.8% 27,793 $3.7M
Quadcap Wealth Management, LLC 0.83% Reduce -13.4% 27,789 $3.7M
Lake Street Private Wealth, LLC 0.51% Add +1.9% 27,724 $3.7M
Arden Trust Co 0.51% Reduce -2.7% 27,724 $3.7M
Brandywine Oak Private Wealth LLC 0.38% Reduce -0.8% 27,630 $3.6M
Covea Finance 0.17% New 27,500 $3.6M
Cyrus J. Lawrence, LLC 0.80% — 27,490 $3.6M
Capital Investment Advisory Services, LLC 0.39% Reduce -3.7% 27,485 $3.6M
Hartford Financial Management Inc. 0.77% Reduce -3.2% 27,481 $3.6M
NTV Asset Management LLC 0.55% Add +3.5% 27,474 $3.6M
AIMZ Investment Advisors, LLC 1.35% Reduce -3.0% 27,443 $3.6M
Long Run Wealth Advisors, LLC 0.95% Add +3.3% 27,403 $3.6M
Palisade Asset Management, LLC 0.35% Reduce -0.1% 27,196 $3.6M
High Note Wealth, LLC 1.17% Add +3.1% 27,179 $3.6M
Mayflower Financial Advisors, LLC 0.60% Reduce -0.1% 27,125 $3.6M
Stonebridge Capital Management Inc. 1.60% Add +0.4% 27,122 $3.6M
Alyeska Investment Group, L.P. 0.02% New 27,057 $3.6M
Wellington Wealth Strategies, LLC. 1.66% Reduce -41.9% 27,033 $3.6M
Insigneo Advisory Services, LLC 0.42% Add +9.9% 26,800 $3.6M
Beddow Capital Management Inc. 1.61% Reduce -34.2% 26,939 $3.6M
Cigna Investments Inc. 0.67% Reduce -0.7% 26,906 $3.5M
Fiduciary Family Office, LLC 1.39% Add +93.3% 26,898 $3.5M
Boyd Watterson Asset Management LLC 1.29% Add +13.7% 26,895 $3.5M
Financial Advocates Investment Management 0.21% Add +4.0% 26,877 $3.5M
Hudock, Inc. 0.78% Add +10.5% 26,764 $3.5M
Jump Financial, LLC 0.10% Add +240.7% 26,759 $3.5M
Onex Canada Asset Management Inc. 0.35% Reduce -39.2% 26,673 $3.5M
Schmidt P J Investment Management Inc. 0.66% Add +0.1% 26,670 $3.5M
Cordgrass Capital Advisors, LLC 1.09% Add +0.0% 26,655 $3.5M
Jmac Enterprises LLC 0.65% Add +0.0% 26,648 $3.5M
CGN Advisors LLC 0.45% Add +3.3% 26,620 $3.5M
Trustmark Bank Trust Department 0.29% Add +9.0% 26,613 $3.5M
Rehmann Capital Advisory Group 0.26% Reduce -0.7% 26,599 $3.5M
Stolper Co 1.26% Reduce -0.4% 26,523 $3.5M
Lanark Financial, Inc. 0.33% Add +6.0% 26,514 $3.5M
Keystone Financial Group 0.51% Add +2.7% 26,492 $3.5M
GUNN & Co INVESTMENT MANAGEMENT, INC. 2.63% Reduce -92.1% 26,477 $3.5M
Watchman Group, Inc. 1.05% Reduce -6.8% 26,402 $3.5M
Tevis Investment Management 2.96% Reduce -1.8% 26,393 $3.5M
Angeles Wealth Management, LLC 0.35% Add +8.4% 26,382 $3.5M
Pure Financial Advisors, LLC 0.11% Add +1.8% 26,360 $3.5M
Turtle Creek Wealth Advisors, LLC 0.85% Add +21.8% 26,352 $3.5M
Hall Laurie J Trustee 1.22% Reduce -9.1% 26,359 $3.5M
Legacy Private Trust Co. 0.25% Reduce -5.5% 26,300 $3.5M
MV Capital Management, Inc. 0.40% Add +189.4% 26,298 $3.5M
Riverview Trust Co 2.68% Reduce -0.5% 26,290 $3.5M
RNC Capital Management LLC 0.20% Add +22.1% 26,268 $3.5M
RMR Wealth Builders 0.42% Add +22.2% 26,210 $3.5M
Wellington Shields & Co., LLC 1.16% No change 26,166 $3.5M
Key Financial Inc 0.88% Add +1.1% 26,137 $3.4M
Murphy Pohlad Asset Management LLC 1.35% Reduce -0.3% 26,136 $3.4M
Essex Bank 1.00% No change 31,629 $3.4M
Fifth Third Wealth Advisors LLC 0.54% Add +10.7% 26,114 $3.4M
AlphaCore Capital LLC 0.92% Add +0.6% 25,891 $3.4M
Jaffetilchin Investment Partners, LLC 0.31% Add +2.3% 26,020 $3.4M
Main Street Financial Solutions, LLC 0.37% Reduce -17.6% 26,016 $3.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.08% Reduce -1.7% 25,999 $3.4M
Resources Management Corp. /CT/ 0.50% Add +7.4% 25,977 $3.4M
Horizon Kinetics Asset Management LLC 0.07% Reduce -2.2% 25,961 $3.4M
Avity Investment Management Inc. 0.28% Add +24.2% 25,919 $3.4M
Kovack Advisors, Inc. 0.41% Add +8.7% 25,896 $3.4M
Baker Tilly Wealth Management, LLC 0.62% Reduce -7.2% 25,837 $3.4M
Clarius Group, LLC 0.23% Reduce -11.9% 25,773 $3.4M
Capital Asset Advisory Services LLC 0.19% Add +6.9% 26,569 $3.4M
Hayek Kallen Investment Management 1.30% Add +0.2% 25,753 $3.4M
SteelPeak Wealth, LLC 0.17% Add +59.1% 25,516 $3.4M
Franklin Street Advisors Inc. 0.25% Add +6.7% 25,568 $3.4M
Werlinich Asset Management, LLC 2.20% No change 25,590 $3.4M
Summit Financial, LLC 0.20% Add +13.5% 25,394 $3.4M
Bison Wealth, LLC 0.55% Reduce -0.9% 25,525 $3.4M
Maven Securities LTD 0.20% New 25,471 $3.4M
Next Level Private LLC 1.54% Add +3.6% 25,466 $3.4M
Sculati Wealth Management, LLC 1.44% Reduce -0.3% 25,259 $3.3M
United Community Bank 1.29% Add +0.9% 25,256 $3.3M
OMERS ADMINISTRATION Corp 0.04% Reduce -80.4% 25,107 $3.3M
Cubic Asset Management, LLC 0.78% Reduce -0.2% 25,094 $3.3M
Patten Group, Inc. 0.81% Reduce -0.5% 25,064 $3.3M
Gould Capital, LLC 2.32% Add +0.5% 25,000 $3.3M
Stonegate Investment Group, LLC 0.10% Add +0.3% 24,915 $3.3M
Joel Isaacson & Co., LLC 0.18% Add +13.6% 24,797 $3.3M
Wills Financial Group, Inc. 1.53% Add +10.4% 24,671 $3.3M
Cypress Capital, LLC 0.89% Reduce -0.4% 24,671 $3.3M
Advisor OS, LLC 0.37% Add +6.3% 24,609 $3.2M
Smartleaf Asset Management LLC 0.63% Add +26.5% 24,546 $3.2M
Brendel Financial Advisors LLC 3.69% Add +0.2% 24,452 $3.2M
Princeton Capital Management LLC 1.16% Add +42.4% 24,438 $3.2M
SeaBridge Investment Advisors LLC 0.84% Add +3.3% 24,268 $3.2M
Fiduciary Group, LLC 0.35% Add +9.5% 24,232 $3.2M
Trust Co of the South 0.74% Reduce -8.8% 24,163 $3.2M
Beaumont Financial Advisors, LLC 0.26% Add +6.7% 24,146 $3.2M
Hamilton Wealth, LLC 0.99% Add +4.5% 24,124 $3.2M
Diversify Advisory Services, LLC 0.19% — 24,265 $3.2M
Ellis Investment Partners, LLC 0.69% Add +0.2% 24,063 $3.2M
International Assets Investment Management, LLC 0.33% Add +11.2% 24,229 $3.2M
Orca Investment Management, LLC 2.96% Reduce -1.0% 23,994 $3.2M
Steel Grove Capital Advisors, LLC 0.42% Add +3.4% 23,916 $3.2M
Jeppson Wealth Management, LLC 1.22% Reduce -0.7% 23,855 $3.1M
New Potomac Partners, LLC 1.74% Reduce -2.3% 23,758 $3.1M
WealthShield Partners, LLC 0.51% Add +3.0% 23,594 $3.1M
Sage Mountain Advisors LLC 0.32% Add +11.4% 23,677 $3.1M
Valmark Advisers, Inc. 0.05% Add +4.3% 23,628 $3.1M
PFG Advisors 0.23% Add +1.6% 23,627 $3.1M
Dominguez Wealth Management Solutions, Inc. 2.45% Reduce -0.2% 23,609 $3.1M
Alpha DNA Investment Management LLC 1.71% Add +30.0% 23,600 $3.1M
Pitcairn Co. 0.20% Add +3.4% 23,585 $3.1M
Elevation Point Wealth Partners, LLC 0.24% Add +2.1% 23,536 $3.1M
Northstar Group, Inc. 0.63% Reduce -1.9% 23,522 $3.1M
Pensionfund Sabic 0.92% Reduce -16.4% 23,500 $3.1M
9258 Wealth Management, LLC 0.48% Add +0.6% 23,424 $3.1M
Ceeto Capital Group, LLC 1.26% Add +14.8% 23,256 $3.1M
Compass Ion Advisors, LLC 0.44% Reduce -0.7% 23,336 $3.1M
Imprint Wealth LLC 0.74% Add +99.3% 23,428 $3.1M
Alliance Wealth Advisors, LLC 0.92% Add +4.8% 23,253 $3.1M
Lindbrook Capital, LLC 0.29% Add +0.5% 23,178 $3.1M
Peoples Financial Services Corp. 1.32% Reduce -0.3% 23,128 $3.1M
Nilsine Partners, LLC 0.42% Add +12.6% 23,123 $3.1M
Strategic Financial Services, Inc. 0.20% Reduce -2.7% 23,112 $3.0M
Bank of New Hampshire 0.80% Add +3.1% 23,091 $3.0M
LYNX Capital Group Ltd. 2.06% Reduce -1.2% 23,090 $3.0M
Headinvest, LLC 0.59% Reduce -9.5% 23,077 $3.0M
Glynn Capital Management LLC 0.57% No change 23,068 $3.0M
Shufro Rose & Co. LLC 0.25% Add +8.0% 22,999 $3.0M
Convergence Investment Partners, LLC 1.16% Add +17.5% 22,977 $3.0M
First Hawaiian Bank 0.09% Reduce -43.7% 22,956 $3.0M
Chelsea Counsel Co. 1.72% Reduce -9.5% 22,821 $3.0M
Western Wealth Management, LLC 0.24% Reduce -21.7% 22,935 $3.0M
Gifford Fong Associates 0.83% No change 22,900 $3.0M
Formidable Asset Management, LLC 0.49% Add +51.0% 22,886 $3.0M
Roberts Wealth Advisors, LLC 1.13% Add +3.6% 23,928 $3.0M
CFS Investment Advisory Services, LLC 0.51% Add +7.7% 22,876 $3.0M
Legacy Financial Advisors, Inc. 0.54% Add +6.0% 22,831 $3.0M
Dagco, Inc. 1.37% Add +35535.9% 22,807 $3.0M
Valley National Advisers Inc. 0.45% Reduce -0.3% 22,767 $3.0M
Hikari Power Ltd 0.26% No change 22,710 $3.0M
Marion Wealth Management 0.89% Reduce -0.5% 22,707 $3.0M
Mitchell McLeod Pugh & Williams Inc. 0.72% Reduce -0.9% 22,705 $3.0M
Stratos Wealth Advisors, LLC 0.18% Reduce -63.4% 22,611 $3.0M
Allred Capital Management, LLC 1.16% Reduce -0.8% 22,594 $3.0M
Bank Hapoalim BM 0.40% Add +1.7% 22,594 $3.0M
Allen Mooney & Barnes Investment Advisors LLC 0.57% Reduce -0.3% 23,618 $3.0M
Malaga Cove Capital, LLC 1.21% Reduce -0.3% 22,568 $3.0M
MMBG Investment Advisors Co. 0.31% No change 22,563 $3.0M
Northcape Wealth Management, LLC 1.08% Reduce -1.2% 22,416 $3.0M
Brasada Capital Management, LP 0.53% Add +26.2% 22,376 $3.0M
Hall Capital Management Co. Inc. 1.46% Reduce -1.2% 22,368 $3.0M
Pullen Investment Management, LLC 2.49% — 22,345 $2.9M
Sheets Smith Wealth Management 0.33% Add +0.4% 22,325 $2.9M
Altfest L J & Co. Inc. 0.42% Add +22.8% 22,292 $2.9M
apricus wealth, LLC 2.06% Reduce -1.9% 22,203 $2.9M
Webster Bank, N. A. 0.33% Reduce -0.2% 22,194 $2.9M
Chicago Capital, LLC 0.09% Add +3.1% 22,187 $2.9M
Advisors Management Group Inc. 0.73% Reduce -1.2% 22,184 $2.9M
Spirepoint Private Client, LLC 0.45% — 22,146 $2.9M
Centric Wealth Management 0.93% Add +5.8% 22,555 $2.9M
Conscious Wealth Investments, LLC 2.21% Add +2.9% 23,243 $2.9M
Allen Wealth Management, LLC 2.56% Add +1.1% 22,028 $2.9M
Legacy Capital Group California, Inc. 1.07% Reduce -19.3% 21,947 $2.9M
Pathway Financial Advisers, LLC 1.04% Add +11.4% 21,935 $2.9M
Jamison Private Wealth Management, Inc. 0.49% Add +2.9% 21,931 $2.9M
Paloma Partners Management Co 0.60% New 21,830 $2.9M
CNB Bank 1.40% Reduce -4.6% 21,821 $2.9M
Massachusetts Wealth Management 2.03% Add +1.0% 21,799 $2.9M
IVC Wealth Advisors LLC 1.66% Add +2.8% 21,760 $2.9M
Ascension Asset Management LLC 1.55% — 21,749 $2.9M
Diamant Asset Management, Inc. 1.99% Reduce -1.4% 21,745 $2.9M
Harel Insurance Investments & Financial Services Ltd. 0.06% Reduce -0.6% 21,675 $2.9M
Baker Chad R 0.61% No change 21,700 $2.9M
Pflug Koory, LLC 0.20% Reduce -0.3% 21,694 $2.9M
Regents of the University of California 0.83% No change 21,600 $2.9M
Broderick Brian C 0.61% Add +182.9% 21,569 $2.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Reduce -1.3% 21,551 $2.8M
AlTi Global, Inc. 0.08% Add +17.3% 21,406 $2.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.09% Reduce -2.6% 21,450 $2.8M
McKinley Carter Wealth Services, Inc. 0.19% Add +3.0% 21,442 $2.8M
Caxton Associates LP 0.19% New 21,440 $2.8M
Northern Financial Advisors Inc 2.21% Add +1.6% 21,440 $2.8M
Puzo Michael J 0.78% Reduce -4.2% 21,310 $2.8M
Davidson Capital Management Inc. 0.90% Add +1.1% 21,300 $2.8M
Great Diamond Partners, LLC 0.64% Add +1.9% 21,278 $2.8M
Steward Partners Investment Solutions, LLC 0.47% Add +3.9% 21,231 $2.8M
Stableford Capital II LLC 1.12% Reduce -2.7% 21,217 $2.8M
Van Cleef Asset Management,Inc 0.35% Reduce -0.9% 21,206 $2.8M
First County Bank 1.37% Reduce -4.5% 21,205 $2.8M
Americana Partners, LLC 0.23% Add +32.9% 21,185 $2.8M
IMA Advisory Services, Inc. 1.32% Reduce -19.8% 21,137 $2.8M
Weaver Capital Management LLC 0.79% Add +25.6% 21,132 $2.8M
Mather Group, Llc. 0.04% Reduce -3.0% 25,568 $2.8M
Sentinel Trust Co. Lba 0.36% Add +16.6% 21,045 $2.8M
Brown Miller Wealth Management, LLC 1.22% Reduce -4.9% 21,008 $2.8M
AustralianSuper Pty Ltd 0.02% Reduce -85.5% 21,114 $2.8M
LMG Wealth Partners, LLC 0.70% Add +1.5% 20,958 $2.8M
HCR Wealth Advisors 0.42% Add +4.8% 20,947 $2.8M
Chicago Partners Investment Group LLC 0.12% Reduce -6.3% 21,761 $2.8M
Cornerstone Wealth Management, LLC 0.22% Reduce -0.6% 20,894 $2.8M
Mirabella Financial Services LLP 0.20% Reduce -59.0% 20,883 $2.8M
Somerville Kurt F 0.47% Reduce -2.5% 20,881 $2.8M
Wulff, Hansen & Co. 2.75% No change 20,853 $2.8M
Montecito Bank & Trust 0.55% Add +5.7% 20,820 $2.7M
LGT Fund Management Co Ltd. 1.15% Reduce -21.7% 20,816 $2.7M
Lloyd Advisory Services, LLC. 0.59% Add +454.8% 20,800 $2.7M
Fruth Investment Management 0.71% Reduce -1.8% 20,790 $2.7M
Ti-Trust, Inc. 2.01% Add +4.6% 20,742 $2.7M
Harbour Investments, Inc. 0.10% Reduce -2.0% 20,721 $2.7M
Bridge Creek Capital Management LLC 0.88% Reduce -0.4% 20,718 $2.7M
Legacy Advisors, LLC 0.35% Add +9.8% 20,589 $2.7M
Plancorp, LLC 0.12% Add +0.6% 20,706 $2.7M
Bristlecone Advisors, LLC 0.24% Add +2.8% 20,686 $2.7M
Sippican Capital Advisors 2.12% Reduce -9.9% 20,681 $2.7M
IFG Advisory, LLC 0.20% Reduce -1.0% 20,659 $2.7M
Johnson Financial Group, Inc. 0.15% Reduce -1.4% 20,530 $2.7M
Wynn Capital, LLC 2.10% Reduce -3.6% 20,617 $2.7M
Humankind Investments LLC 0.72% Reduce -13.9% 20,609 $2.7M
First Dallas Securities Inc. 1.25% Add +10.8% 20,559 $2.7M
Godshalk Welsh Capital Management, Inc. 1.82% Reduce -0.7% 20,523 $2.7M
Parkside Financial Bank & Trust 0.44% Add +8.6% 20,522 $2.7M
Thrive Wealth Management, LLC 0.56% Add +1.8% 20,470 $2.7M
SWS Partners 0.81% Reduce -12.3% 20,449 $2.7M
Silverlake Wealth Management LLC 1.37% Reduce -0.9% 20,424 $2.7M
Huber Capital Management LLC 0.61% No change 20,393 $2.7M
Insight Advisors, LLC/ PA 0.52% Add +1.2% 20,374 $2.7M
Bey-Douglas LLC 2.57% Reduce -0.4% 20,357 $2.7M
Naviter Wealth, LLC 0.44% Add +17.8% 20,195 $2.7M
Counterweight Ventures, LLC 2.16% Reduce -2.5% 20,298 $2.7M
Core Wealth Advisors, Inc. 0.91% Reduce -4.5% 20,246 $2.7M
Oakworth Capital, Inc. 0.20% Add +5.2% 20,232 $2.7M
Family Capital Trust Co 0.92% No change 20,232 $2.7M
Geneva Partners, LLC 1.18% Reduce -1.5% 20,214 $2.7M
Global Financial Private Client, LLC 1.15% Add +4.1% 20,356 $2.7M
Aull & Monroe Investment Management Corp 1.22% Reduce -2.1% 20,108 $2.7M
Slagle Financial, LLC 1.44% Reduce -37.9% 20,099 $2.7M
Leisure Capital Management 1.33% Reduce -2.7% 20,076 $2.6M
Banco BTG Pactual S.A. 0.82% Add +26.9% 20,051 $2.6M
Affinity Investment Advisors, LLC 1.93% Add +9.4% 20,050 $2.6M
LCNB Corp. 0.96% Reduce -1.9% 20,015 $2.6M
Ally Financial Inc. 0.36% Reduce -53.5% 20,000 $2.6M
Mystic Asset Management, Inc. 1.09% Reduce -0.2% 19,997 $2.6M
Paradigm Asset Management Co. LLC 0.67% Reduce -2.0% 19,988 $2.6M
Geneos Wealth Management Inc. 0.12% Reduce -20.1% 19,956 $2.6M
Westwood Holdings Group Inc. 0.02% Reduce -0.6% 19,914 $2.6M
Smith, Moore & Co. 0.28% Reduce -0.7% 19,752 $2.6M
Beaton Management Co. Inc. 1.42% No change 19,746 $2.6M
Pinpoint Asset Management Ltd 0.42% New 19,683 $2.6M
SPC Financial, Inc. 0.24% Add +30.9% 19,672 $2.6M
Cox Capital Mgt LLC 1.59% Reduce -4.2% 19,588 $2.6M
Bowman & Co S.C. 1.57% Reduce -2.8% 19,577 $2.6M
West Paces Advisors Inc. 0.68% Reduce -3.7% 19,557 $2.6M
Kathmere Capital Management, LLC 0.30% No change 19,545 $2.6M
Transatlantique Private Wealth LLC 1.12% Reduce -0.4% 19,656 $2.6M
Wallace Capital Management Inc. 0.35% Add +0.0% 19,525 $2.6M
Waycross Partners, LLC 0.44% No change 19,500 $2.6M
Maxwell Wealth Strategies Inc. 1.30% Add +15.5% 20,645 $2.6M
Global Wealth Management Investment Advisory, Inc. 0.63% Add +3258.8% 19,481 $2.6M
Parcion Private Wealth LLC 0.23% Add +4.8% 19,447 $2.6M
Cyndeo Wealth Partners, LLC 0.21% Add +0.4% 19,400 $2.6M
Onyx Bridge Wealth Group LLC 0.46% Add +1.4% 19,433 $2.5M
Colton Groome Financial Advisors, LLC 1.02% Reduce -1.6% 19,296 $2.5M
Dudley Capital Management, LLC 1.49% Add +1.7% 19,437 $2.5M
Trust Point Inc. 0.20% Reduce -6.7% 19,248 $2.5M
Aspiriant, LLC 0.10% Add +4.1% 19,181 $2.5M
Peterson Wealth Services 0.92% Add +3.8% 19,121 $2.5M
CFM Wealth Partners LLC 0.51% Reduce -1.0% 19,091 $2.5M
Mirabaud Asset Management Ltd 1.02% Reduce -19.2% 19,087 $2.5M
Prudent Man Advisors, LLC 0.95% Reduce -3.7% 19,086 $2.5M
Enterprise Financial Services Corp 1.52% Add +1.1% 19,083 $2.5M
Marcum Wealth, LLC 0.26% Reduce -7.7% 19,062 $2.5M
First National Advisers, LLC 0.56% Add +39.6% 19,746 $2.5M
Peak Asset Management, LLC 0.49% Reduce -6.7% 18,930 $2.5M
DRW Securities, LLC 0.14% Add +145.3% 18,925 $2.5M
Thompson Investment Management, Inc. 0.38% Add +1.9% 18,908 $2.5M
Sawyer & Company, Inc 1.00% Reduce -1.2% 18,892 $2.5M
Howe & Rusling Inc. 0.24% Add +0.8% 18,881 $2.5M
Cordatus Wealth Management LLC 1.80% Add +0.6% 18,785 $2.5M
Geller Advisors LLC 0.20% Reduce -0.4% 18,678 $2.5M
Asahi Life Asset Management Co., LTD. 1.48% Reduce -23.2% 18,765 $2.5M
Quadrant Private Wealth Management, LLC 0.63% Reduce -0.4% 18,622 $2.5M
Investors Asset Management of Georgia Inc. /Ga/ 1.16% Reduce -4.6% 18,658 $2.5M
Meridian Financial Advisors, LLC 1.82% Add +12.7% 18,503 $2.4M
Retireful, LLC 1.01% New 18,477 $2.4M
Evermay Wealth Management LLC 0.37% Add +5.8% 18,379 $2.4M
Forte Capital LLC 0.30% Reduce -5.8% 18,449 $2.4M
Apexium Financial, LP 0.18% Reduce -3.1% 18,305 $2.4M
Proficio Capital Partners LLC 0.27% Add +3.0% 18,403 $2.4M
Spirit of America Management Corp. 0.49% No change 18,350 $2.4M
Zhang Financial LLC 0.18% Add +4.0% 18,298 $2.4M
West Branch Capital LLC 0.97% Add +6.2% 18,278 $2.4M
Whalerock Point Partners, LLC 0.68% No change 18,235 $2.4M
Harmony Asset Management LLC 0.99% No change 18,176 $2.4M
Independence Bank of Kentucky 0.72% Add +18.1% 18,114 $2.4M
Windsor Capital Management, LLC 0.74% Reduce -1.3% 18,110 $2.4M
Connecticut Wealth Management, LLC 0.13% Add +0.8% 18,076 $2.4M
Freedom Investment Management, Inc. 0.19% Reduce -10.6% 18,065 $2.4M
Hedges Asset Management LLC 1.67% No change 18,050 $2.4M
City Holding Co. 0.36% Add +8.8% 18,024 $2.4M
Kanawha Capital Management LLC 0.19% Reduce -1.8% 18,022 $2.4M
Insight Inv LLC 2.06% No change 17,909 $2.4M
Deseret Mutual Benefit Administrators 1.18% Reduce -0.1% 17,908 $2.4M
Kendall Capital Management 0.81% Reduce -3.9% 17,900 $2.4M
Diligent Investors, LLC 0.59% Add +0.0% 17,832 $2.4M
Ramirez Asset Management, Inc. 0.47% No change 17,768 $2.3M
ACR Alpine Capital Research, LLC 0.07% Add +4.3% 17,733 $2.3M
Wintrust Investments LLC 0.21% Reduce -2.8% 17,629 $2.3M
Grey Street Capital, LLC 0.31% New 17,501 $2.3M
Field & Main Bank 0.90% Reduce -1.0% 17,599 $2.3M
Baxter Bros Inc. 0.30% Reduce -21.7% 17,547 $2.3M
Signet Investment Advisory Group, Inc. 1.26% Reduce -0.0% 17,532 $2.3M
Alaethes Wealth, LLC 1.01% Add +7.8% 17,438 $2.3M
Towne Trust Company, N.A 0.84% Add +0.3% 17,485 $2.3M
Riggs Asset Managment Co. Inc. 0.67% Add +2.4% 17,453 $2.3M
Globeflex Capital L P 0.22% No change 17,390 $2.3M
Kavar Capital Partners Group, LLC 0.42% Reduce -35.5% 17,339 $2.3M
Blodgett Wealth Advisors, LLC 2.07% Add +1.7% 17,279 $2.3M
Peddock Capital Advisors, LLC 0.59% Add +4.7% 17,184 $2.3M
Bernardo Wealth Planning LLC 0.63% Reduce -2.7% 17,182 $2.3M
Jupiter Wealth Management LLC 1.20% No change 17,500 $2.3M
Oak Associates Ltd. 0.16% Reduce -12.4% 17,168 $2.3M
Beacon Financial Group 0.26% Reduce -2.5% 17,141 $2.3M
Y-Intercept (Hong Kong) Ltd 0.17% Reduce -85.4% 17,066 $2.3M
GC Wealth Management RIA, LLC 0.45% Add +61.9% 17,060 $2.3M
IAM Advisory, LLC 0.62% Add +1.6% 17,056 $2.3M
Wealthquest Corp 0.24% Reduce -2.5% 17,024 $2.2M
Transform Wealth, LLC 0.21% Reduce -55.6% 16,918 $2.2M
Hoey Investments, Inc. 0.50% Add +7.0% 17,004 $2.2M
1858 Wealth Management, LLC 2.13% No change 20,580 $2.2M
Gold Investment Management Ltd. 0.91% Add +0.7% 16,992 $2.2M
Orange Investment Advisors, Inc. 0.27% Reduce -8.3% 16,898 $2.2M
Founders Financial Alliance, LLC 0.67% Reduce -1.4% 16,892 $2.2M
Vectors Research Management, LLC 0.63% Reduce -6.1% 16,842 $2.2M
Ranch Capital Advisors Inc. 1.20% Add +1.8% 16,766 $2.2M
Ascent Wealth Partners, LLC 0.33% Add +1.5% 16,821 $2.2M
JPL Wealth Management, LLC 1.23% Add +19.6% 16,820 $2.2M
Magnolia Capital Advisors LLC 1.86% Add +10.6% 17,640 $2.2M
Richwood Investment Advisors, LLC 1.96% Reduce -0.3% 16,770 $2.2M
Princeton Global Asset Management LLC 0.53% Reduce -2.7% 16,740 $2.2M
Bridgewater Advisors Inc. 0.33% Add +4.5% 16,732 $2.2M
Catalyst Financial Partners LLC 0.57% Reduce -1.8% 17,602 $2.2M
Probity Advisors, Inc. 0.46% Reduce -1.5% 16,720 $2.2M
Chesapeake Wealth Management 0.80% Add +1.3% 16,672 $2.2M
MCF Advisors LLC 0.17% Add +5.1% 16,603 $2.2M
Acropolis Investment Management, LLC 0.14% Add +0.1% 16,644 $2.2M
Ellevest, Inc. 0.14% Add +1.2% 16,604 $2.2M
Argent Advisors, Inc. 0.87% Reduce -0.6% 16,588 $2.2M
Central Valley Advisors, LLC 1.13% Add +4.5% 16,581 $2.2M
Portside Wealth Group, LLC 0.40% Reduce -6.8% 16,570 $2.2M
NCM Capital Management, LLC 1.22% No change 16,555 $2.2M
CreativeOne Wealth, LLC 0.09% Add +88.3% 16,555 $2.2M
Graves Light Lenhart Wealth, Inc. 0.25% Reduce -0.7% 16,550 $2.2M
Burke & Herbert Bank & Trust Co. 1.64% Reduce -5.9% 16,523 $2.2M
Nicholas Hoffman & Company, LLC. 0.11% Reduce -1.4% 16,487 $2.2M
Wealth Dimensions Group, Ltd. 0.64% Reduce -2.5% 16,447 $2.2M
Farther Finance Advisors, LLC 0.13% Add +14.2% 16,561 $2.2M
CWA Asset Management Group, LLC 0.13% Add +8.4% 16,439 $2.2M
Atlas Brown,Inc. 0.79% Add +6.1% 16,439 $2.2M
Pacific Global Investment Management Co. 0.41% Reduce -9.1% 16,431 $2.2M
Total Clarity Wealth Management, Inc. 0.75% Add +0.7% 16,414 $2.2M
West Family Investments, Inc. 0.67% Add +3.0% 16,412 $2.2M
Wealth Alliance, LLC 0.28% Add +0.7% 16,382 $2.2M
High Net Worth Advisory Group LLC 0.68% Add +0.1% 16,358 $2.2M
FOCUS Wealth Advisors, LLC 1.15% Add +40.3% 16,340 $2.2M
Global Trust Asset Management, LLC 0.88% Reduce -2.8% 16,329 $2.2M
Northwest Capital Management Inc 0.69% Add +0.1% 16,289 $2.1M
Handelsinvest Investeringsforvaltning 1.03% Reduce -15.3% 16,284 $2.1M
InterOcean Capital Group, LLC 0.05% Add +16.2% 16,275 $2.1M
Wisconsin Capital Management LLC 1.13% Reduce -1.2% 16,254 $2.1M
Guardian Investment Management 1.72% Reduce -8.5% 16,200 $2.1M
PBMares Wealth Management LLC 0.56% Reduce -0.0% 16,186 $2.1M
St. Johns Investment Management Company, LLC 1.02% Add +0.5% 16,170 $2.1M
Home Federal Bank of Tennessee 0.66% Reduce -0.6% 16,156 $2.1M
McAdam, LLC 0.14% Add +0.0% 16,155 $2.1M
Compton Wealth Advisory Group, LLC 0.58% Add +0.9% 16,110 $2.1M
Triangle Securities Wealth Management 0.61% Add +2.6% 16,104 $2.1M
Camarda Financial Advisors, LLC 0.86% Reduce -1.1% 16,084 $2.1M
Triton Financial Group Inc 1.50% Reduce -3.1% 16,045 $2.1M
Emfo, LLC 1.94% No change 16,034 $2.1M
Exchange Bank 1.74% Reduce -0.6% 16,015 $2.1M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.07% New 16,000 $2.1M
Gables Capital Management Inc. 1.16% Reduce -0.6% 15,987 $2.1M
Icon Advisers Inc. 0.47% No change 16,100 $2.1M
McDonald Partners LLC 0.58% Reduce -4.8% 15,972 $2.1M
Martin & Co. Inc. 0.51% Reduce -3.0% 15,945 $2.1M
WBH Advisory Inc. 0.22% Reduce -12.6% 15,935 $2.1M
Columbia Bank 0.86% — 15,861 $2.1M
Integrated Investment Consultants, LLC 0.57% Add +0.0% 15,816 $2.1M
Founders Financial Securities LLC 0.22% Add +2.9% 15,802 $2.1M
New England Research & Management, Inc. 1.02% Add +3.1% 15,799 $2.1M
BBR Partners, LLC 0.17% Add +21.3% 15,799 $2.1M
Am Investment Strategies LLC 0.53% Add +0.1% 15,787 $2.1M
Soltis Investment Advisors LLC 0.23% Add +1.6% 15,757 $2.1M
Hendershot Investments Inc. 0.30% Add +0.5% 15,756 $2.1M
Qsemble Capital Management, LP 0.45% New 15,726 $2.1M
LaSalle St. Investment Advisors, LLC 1.17% Add +0.9% 16,121 $2.1M
Private Management Group Inc. 0.08% Reduce -0.2% 15,713 $2.1M
Axq Capital, LP 0.50% New 15,700 $2.1M
Sunflower Bank, N.A. 0.46% Reduce -4.2% 15,622 $2.1M
Borer Denton & Associates, Inc. 0.73% Reduce -4.6% 15,613 $2.1M
Trivium Point Advisory, LLC 0.44% Reduce -6.2% 15,573 $2.1M
WMS Partners, LLC 0.14% Reduce -0.1% 15,567 $2.1M
Navellier & Associates Inc. 0.25% Reduce -5.6% 15,565 $2.1M
Hudson Canyon Capital Management 1.32% No change 15,500 $2.0M
St. Louis Trust Co 0.32% Add +9.6% 15,488 $2.0M
First Foundation Advisors 0.08% Add +4.2% 15,480 $2.0M
WESPAC Advisors, LLC 1.19% Reduce -24.2% 15,474 $2.0M
Mattern Wealth Management LLC 0.50% No change 15,470 $2.0M
E Fund Management Co., Ltd. 0.13% Add +186.7% 15,449 $2.0M
St. Louis Financial Planners Asset Management, LLC 1.83% Reduce -0.7% 15,668 $2.0M
Pinnacle Wealth Planning Services, Inc. 0.30% Reduce -0.6% 15,419 $2.0M
Donoghue Forlines LLC 0.58% Add +4.3% 15,372 $2.0M
Maple Capital Management, Inc. 0.18% Reduce -3.0% 15,279 $2.0M
Salvus Wealth Management, LLC 1.38% Add +0.4% 15,268 $2.0M
Breakwater Capital Group 0.51% Add +4.3% 15,257 $2.0M
Aigen Investment Management, LP 0.44% Add +71.0% 15,240 $2.0M
Avidian Wealth Enterprises, LLC 0.11% Add +12.0% 15,203 $2.0M
Shore Point Advisors, LLC 1.14% Add +0.1% 15,178 $2.0M
Saxon Interests, Inc. 0.95% Add +13.8% 15,121 $2.0M
Alliance Wealth Advisors, LLC 1.25% Reduce -14.0% 14,977 $2.0M
Center for Financial Planning, Inc. 0.30% Reduce -0.5% 14,968 $2.0M
Crescent Grove Advisors, LLC 0.21% Add +0.0% 14,907 $2.0M
Redwood Wealth Management Group, LLC 2.09% Reduce -3.7% 14,945 $2.0M
Cascade Financial Partners, LLC 0.28% — 15,613 $2.0M
Gryphon Financial Partners LLC 0.33% Add +6.7% 14,857 $2.0M
Doheny Asset Management 1.61% Add +13.3% 14,857 $2.0M
Greenwood Capital Associates LLC 0.26% Reduce -5.3% 14,821 $2.0M
Telos Capital Management, Inc. 0.22% Reduce -5.5% 14,806 $2.0M
BCS Wealth Management 0.63% Add +2.4% 14,802 $2.0M
M Holdings Securities, Inc. 0.33% Reduce -22.4% 14,795 $2.0M
Wealth Architects, LLC 0.26% Reduce -0.7% 14,772 $1.9M
Portland Global Advisors LLC 0.27% Reduce -2.2% 14,764 $1.9M
Wolf Group Capital Advisors 0.92% No change 16,832 $1.9M
Wimmer Associates 1, LLC 1.02% Add +0.1% 14,692 $1.9M
Buckingham Capital Management, Inc. 0.24% Add +13.3% 14,677 $1.9M
Claro Advisors Inc. 0.34% Add +4.5% 14,637 $1.9M
IFP Advisors, Inc 0.08% Reduce -1.3% 14,633 $1.9M
BSW Wealth Partners 0.33% Reduce -2.1% 14,631 $1.9M
Delta Asset Management LLC 0.17% Reduce -0.7% 14,520 $1.9M
Nwam LLC 0.15% Reduce -5.4% 14,663 $1.9M
E&G Advisors, LLC 0.60% Add +0.3% 14,518 $1.9M
Matrix Trust Co 0.43% Reduce -0.0% 14,473 $1.9M
Lantz Financial LLC 0.61% Add +0.1% 14,458 $1.9M
Stiles Financial Services Inc 0.76% Reduce -1.3% 14,439 $1.9M
DMC Group, LLC 1.65% Reduce -1.2% 14,439 $1.9M
Zions Bancorporation, N.A. 0.14% Reduce -7.5% 14,404 $1.9M
Bigelow Investment Advisors, LLC 0.93% Reduce -6.6% 14,389 $1.9M
Realta Investment Advisors 0.39% Add +2.0% 14,362 $1.9M
Premier Path Wealth Partners, LLC 0.36% Add +0.1% 14,343 $1.9M
Norden Group LLC 0.38% Add +16.9% 14,332 $1.9M
Heritage Wealth Management, LLC 0.96% Reduce -2.0% 14,310 $1.9M
LM Advisors LLC 0.33% Reduce -19.1% 14,300 $1.9M
iSAM Funds (UK) Ltd 1.08% New 14,237 $1.9M
Segment Wealth Management, LLC 0.14% Add +10.8% 14,235 $1.9M
Peregrine Asset Advisers, Inc. 0.75% Reduce -33.8% 14,235 $1.9M
Moloney Securities Asset Management, LLC 0.28% Reduce -3.4% 14,201 $1.9M
Bull Street Advisors, LLC 0.90% No change 14,190 $1.9M
Plante Moran Financial Advisors, LLC 0.20% Reduce -0.3% 14,179 $1.9M
Lindenwold Advisors, INC 1.00% Reduce -1.4% 14,173 $1.9M
Lee Financial Co 0.31% Reduce -0.8% 14,149 $1.9M
Janney Capital Management LLC 0.12% Reduce -1.5% 14,164 $1.9M
Register Financial Advisors LLC 0.97% Reduce -3.5% 14,117 $1.9M
CRA Financial Services, LLC 0.40% Reduce -1.1% 14,072 $1.9M
Evoke Wealth, LLC 0.06% New 13,988 $1.9M
Colonial Trust Co / SC 0.35% Add +1.6% 14,043 $1.9M
Avior Wealth Management, LLC 0.09% Add +254.0% 14,019 $1.8M
Everpar Advisors LLC 1.12% Reduce -29.0% 14,010 $1.8M
Belpointe Asset Management LLC 0.14% Add +3.4% 13,963 $1.8M
Grove Bank & Trust 0.31% Reduce -0.3% 13,945 $1.8M
Gratus Wealth Advisors, LLC 0.34% Add +6.8% 14,678 $1.8M
Nicolet Advisory Services, LLC 0.19% Add +6.8% 14,502 $1.8M
MTM Investment Management, LLC 0.75% Add +1.4% 13,848 $1.8M
Redwood Investment Management, LLC 0.17% Reduce -0.0% 13,839 $1.8M
Avestar Capital, LLC 0.21% Add +25.5% 13,723 $1.8M
Pine Haven Investment Counsel, Inc 1.60% Reduce -0.4% 13,792 $1.8M
Atom Investors LP 0.23% New 13,789 $1.8M
JFS Wealth Advisors, LLC 0.14% Add +0.8% 13,787 $1.8M
WINTON GROUP Ltd 0.13% Add +15.6% 13,750 $1.8M
Patriot Financial Group Insurance Agency, LLC 0.29% Add +10.1% 13,723 $1.8M
Washington Capital Management, Inc. 1.47% Reduce -5.5% 13,718 $1.8M
DeDora Capital, Inc. 0.57% Reduce -19.3% 13,659 $1.8M
Auxano Advisors, LLC 0.52% Add +0.0% 13,652 $1.8M
Strategic Advisors LLC 0.36% Reduce -10.5% 13,644 $1.8M
Patriot Investment Management Group, Inc. 0.14% Reduce -3.5% 13,642 $1.8M
Boxwood Ventures, Inc. 3.17% No change 13,563 $1.8M
Cornerstone Advisory, LLC 0.26% Add +2.8% 13,604 $1.8M
Certuity, LLC 0.16% Reduce -16.7% 13,557 $1.8M
Loudon Investment Management, LLC 1.03% Reduce -0.7% 13,533 $1.8M
Doliver Advisors, LP 0.50% Reduce -3.1% 13,432 $1.8M
ROI Financial Advisors, LLC 1.39% Reduce -2.2% 13,422 $1.8M
Nia Impact Advisors, LLC 0.71% — 13,415 $1.8M
Mb, Levis & Associates, LLC 0.95% Add +0.3% 13,402 $1.8M
WCG Wealth Advisors LLC 0.15% Reduce -23.8% 13,375 $1.8M
Brooklyn Investment Group 0.76% Add +1.3% 13,460 $1.8M
Trueblood Wealth Management, LLC 1.01% Add +1.3% 13,360 $1.8M
Centennial Bank 0.90% Reduce -5.2% 13,359 $1.8M
Sentry Investment Management LLC 0.68% No change 13,306 $1.8M
17 Capital Partners, LLC 1.30% No change 13,302 $1.8M
Pingora Partners LLC 1.28% Add +1.2% 13,279 $1.8M
LVM Capital Management Ltd. 0.21% Add +1.0% 13,265 $1.8M
Berger Financial Group, Inc 0.14% Reduce -75.0% 13,219 $1.7M
Cape Ann Savings Bank 1.09% Reduce -1.1% 13,209 $1.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.73% Reduce -4.1% 13,332 $1.7M
Point72 Hong Kong Ltd 0.09% Reduce -75.4% 13,127 $1.7M
Processus Wealth & Capital Management, LLC 1.53% Add +12.6% 13,123 $1.7M
Delphi Management Inc. 1.34% Add +2.9% 13,047 $1.7M
Winthrop Capital Management, LLC 0.79% Add +1.2% 13,025 $1.7M
Notis-McConarty Edward 0.68% Reduce -20.5% 13,000 $1.7M
Aft, Forsyth & Sober, LLC 0.61% No change 13,000 $1.7M
Resurgent Financial Advisors LLC 0.92% Reduce -7.9% 12,974 $1.7M
Charles Schwab Trust Co 0.16% Reduce -15.1% 12,959 $1.7M
Regal Investment Advisors LLC 0.12% Reduce -2.4% 12,901 $1.7M
Wealth Effects LLC 0.63% Reduce -14.6% 12,900 $1.7M
McGlone Suttner Wealth Management, Inc. 0.32% Add +16.8% 12,890 $1.7M
IMS Capital Management 0.79% Reduce -0.9% 12,886 $1.7M
KLCM Advisors, Inc. 0.22% Add +0.6% 12,858 $1.7M
Visionary Wealth Advisors 0.11% Reduce -1.0% 12,828 $1.7M
MIdWestOne Financial Group, Inc. 0.30% No change 12,784 $1.7M
Barry Investment Advisors, LLC 0.56% Reduce -1.7% 12,693 $1.7M
Levy Wealth Management Group, LLC 0.47% No change 15,444 $1.7M
Sargent Investment Group, LLC 0.37% Reduce -11.2% 12,757 $1.7M
Symmetry Partners, LLC 0.13% Reduce -51.9% 12,754 $1.7M
Hardman Johnston Global Advisors LLC 0.06% No change 12,750 $1.7M
Raleigh Capital Management Inc. 0.72% Add +4.0% 12,729 $1.7M
Meadow Creek Wealth Advisors LLC 1.17% Add +12.3% 12,712 $1.7M
Centaurus Financial, Inc. 0.12% Reduce -1.8% 12,700 $1.7M
First Financial Corp. 0.85% Reduce -16.8% 12,649 $1.7M
Keudell/Morrison Wealth Management 0.50% Add +1.2% 12,621 $1.7M
PDS Planning, Inc 0.17% Add +0.6% 12,620 $1.7M
MJP Associates Inc. 0.36% Add +15.9% 12,586 $1.7M
Navalign, LLC 0.55% Reduce -2.1% 12,574 $1.7M
Cape Cod Five Cents Savings Bank 0.16% Reduce -4.5% 12,546 $1.7M
Summit Wealth Partners, LLC 0.35% Add +1.0% 12,483 $1.6M
Old North State Wealth Management, LLC 1.07% Add +2.3% 12,458 $1.6M
Schulhoff & Co. Inc. 0.72% Add +2.4% 12,448 $1.6M
Eaton Financial Holdings Company, LLC 0.85% Reduce -7.1% 12,427 $1.6M
Ransom Advisory, Ltd 0.87% — 12,406 $1.6M
M. Kraus & Co 0.50% Reduce -2.6% 12,392 $1.6M
Wolff Financial Management LLC 0.48% Add +0.0% 12,382 $1.6M
Archford Capital Strategies, LLC 0.27% Add +0.8% 12,353 $1.6M
Financial Sense Advisors, Inc. 0.58% Reduce -3.9% 12,351 $1.6M
Eudaimonia Advisors LLC 0.87% Add +0.9% 12,341 $1.6M
Weaver C. Barksdale & Associates, Inc. 1.49% Reduce -1.0% 12,326 $1.6M
Leo Wealth, LLC 0.17% Reduce -5.6% 12,357 $1.6M
Atlantic Edge Private Wealth Management, LLC 0.56% Add +6.8% 12,284 $1.6M
Knuff & Co LLC 0.54% No change 12,270 $1.6M
Farmers National Bank 0.48% Reduce -5.1% 12,257 $1.6M
Vista Investment Management 0.66% Reduce -1.3% 12,233 $1.6M
Perkins Capital Management Inc. 1.34% No change 12,225 $1.6M
PICTET BANK & TRUST Ltd 1.70% Add +8.6% 12,220 $1.6M
Verdad Advisers, LP 1.75% New 12,212 $1.6M
Aaron Wealth Advisors LLC 0.23% Add +42.0% 12,177 $1.6M
City State Bank 0.71% Add +0.1% 12,154 $1.6M
NWF Advisory Services Inc. 0.27% Add +2.4% 12,147 $1.6M
Kiley Juergens Wealth Management, LLC 0.50% Reduce -2.0% 12,142 $1.6M
First Trust Investment Solutions L.P. 0.28% Reduce -14.4% 12,142 $1.6M
Clean Yield Group 0.62% Reduce -0.8% 12,125 $1.6M
Tanglewood Legacy Advisors, LLC 0.79% No change 12,123 $1.6M
Hilltop National Bank 0.54% — 12,117 $1.6M
VeraBank, N.A. 0.50% Reduce -0.1% 12,109 $1.6M
Physicians Financial Services, Inc. 0.56% No change 12,095 $1.6M
Oxford Wealth Group, LLC 1.45% — 12,084 $1.6M
Gilman Hill Asset Management, LLC 0.29% Reduce -0.7% 12,068 $1.6M
Elgethun Capital Management 0.40% Add +74.8% 12,210 $1.6M
Balefire, LLC 0.57% Reduce -37.3% 12,044 $1.6M
Widmann Financial Services, Inc. 1.33% Reduce -1.0% 12,038 $1.6M
Bill Few Associates, Inc. 0.64% Add +6.2% 12,006 $1.6M
OV Management LLC 1.15% No change 12,000 $1.6M
Fairfield, Bush & Co. 0.94% Reduce -2.4% 11,982 $1.6M
Bright Futures Wealth Management, LLC. 0.86% — 12,172 $1.6M
Danica Pension, Livsforsikringsaktieselskab 0.04% — 11,975 $1.6M
Lipe & Dalton 0.81% Add +0.9% 11,927 $1.6M
Game Creek Capital, LP 0.85% Reduce -5.9% 11,875 $1.6M
Hartford Funds Management Co LLC 0.15% Add +15.7% 11,787 $1.6M
Brave Asset Management Inc. 0.40% Reduce -0.1% 11,764 $1.6M
CoreFirst Bank & Trust 0.97% Reduce -4.1% 11,757 $1.6M
Occidental Asset Management, LLC 0.29% Add +0.7% 11,753 $1.6M
Accredited Investors Inc. 0.10% Add +2.4% 11,726 $1.5M
Renaissance Investment Group LLC 0.35% Reduce -3.6% 11,687 $1.5M
GoalVest Advisory LLC 0.51% Add +5.3% 11,659 $1.5M
World Equity Group, Inc. 0.32% Reduce -9.4% 11,642 $1.5M
AlphaQuest LLC 0.27% Add +165.3% 11,656 $1.5M
Moneco Advisors, LLC 0.24% Add +7.2% 11,596 $1.5M
Prairie Sky Financial Group LLC 0.92% No change 11,594 $1.5M
Lebenthal Global Advisors, LLC 0.34% Reduce -14.4% 11,592 $1.5M
Keeler Thomas Management LLC 0.52% Reduce -25.8% 11,586 $1.5M
Wealth Management Associates, Inc. 0.72% Add +0.0% 12,347 $1.5M
Jackson, Grant Investment Advisers, Inc. 0.63% Add +0.5% 11,559 $1.5M
Barlow Wealth Partners, LLC 0.21% Reduce -0.2% 12,095 $1.5M
Covenant Partners, LLC 0.44% No change 11,522 $1.5M
Everhart Financial Group, Inc. 0.44% Add +23.7% 11,518 $1.5M
Zullo Investment Group, Inc. 0.71% Add +0.4% 11,469 $1.5M
Pinnacle Holdings, LLC 0.62% Reduce -6.4% 11,444 $1.5M
LexAurum Advisors, LLC 0.38% Add +0.4% 11,442 $1.5M
Cambridge Advisors Inc. 0.36% Add +4.8% 11,416 $1.5M
National Philanthropic Trust 0.03% Add +321.6% 11,388 $1.5M
Guerra Pan Advisors, LLC 1.39% Add +1.0% 11,377 $1.5M
Wellington Shields Capital Management, LLC 0.28% Add +0.9% 11,371 $1.5M
Hunter Associates Investment Management LLC 0.25% Add +0.0% 11,400 $1.5M
Simon Quick Advisors, LLC 0.11% Add +32.5% 11,330 $1.5M
Pioneer Trust Bank N A 0.42% Reduce -1.9% 11,321 $1.5M
Twelve Points Wealth Management LLC 0.55% Reduce -0.8% 11,305 $1.5M
North Star Asset Management Inc. 0.07% Reduce -0.3% 11,298 $1.5M
YHB Investment Advisors, Inc. 0.13% Reduce -3.8% 11,293 $1.5M
Eley Financial Management, Inc 0.64% Reduce -23.3% 11,283 $1.5M
Financial Insights, Inc. 0.43% Reduce -6.4% 11,282 $1.5M
Murphy, Middleton, Hinkle & Parker, Inc. 0.87% Reduce -0.0% 11,282 $1.5M
Ridgecrest Wealth Partners, LLC 0.89% No change 11,272 $1.5M
Pacific Capital Partners Ltd 0.97% Add +24.8% 11,270 $1.5M
Investment Partners Asset Management, Inc. 1.34% Reduce -3.8% 11,226 $1.5M
Mitchell & Pahl Private Wealth, LLC 0.78% Reduce -5.3% 11,215 $1.5M
Charter Oak Capital Management, LLC 0.16% Add +0.1% 11,213 $1.5M
Aspire Private Capital, LLC 0.39% Add +13.4% 11,200 $1.5M
Woodard & Co. Asset Management Group Inc. 0.39% Reduce -5.8% 11,199 $1.5M
Bell Bank 0.13% Add +21.3% 11,197 $1.5M
Evernest Financial Advisors, LLC 0.70% Add +5.6% 11,744 $1.5M
Opinicus Capital, Inc. 1.31% Add +19.4% 11,181 $1.5M
Adirondack Trust Co. 0.62% Reduce -1.3% 11,167 $1.5M
Abacus Wealth Partners, LLC 0.25% Add +12.8% 11,145 $1.5M
Acorn Financial Advisory Services Inc. 0.28% Reduce -4.6% 11,126 $1.5M
Engineers Gate Manager LP 0.04% Reduce -47.2% 11,102 $1.5M
Coastal Bridge Advisors, LLC 0.34% Add +0.2% 11,096 $1.5M
Gen-Wealth Partners Inc 0.73% — 11,086 $1.5M
PGGM Investments 0.02% Reduce -79.2% 11,072 $1.5M
First Interstate Bank 0.10% Reduce -6.1% 11,062 $1.5M
Abacus Planning Group, Inc. 0.29% Reduce -4.2% 11,058 $1.5M
CVA Family Office, LLC 0.26% Add +0.8% 11,027 $1.5M
Chapin Davis, Inc. 0.53% Reduce -2.7% 11,021 $1.5M
Baker Ellis Asset Management LLC 0.22% Add +11.6% 11,005 $1.5M
Childress Capital Advisors, LLC 0.42% Reduce -3.6% 10,991 $1.5M
Bremer Bank National Association 0.27% Add +8.0% 10,978 $1.4M
NFJ Investment Group, LLC 0.04% New 10,959 $1.4M
NORTHSTAR ASSET MANAGEMENT Co 0.36% Reduce -7.2% 10,952 $1.4M
Strategic Planning Group, LLC 0.36% Add +15.4% 10,951 $1.4M
Allen Capital Group, LLC 0.21% Add +1.0% 10,930 $1.4M
Clarkston Capital Partners, LLC 0.03% Add +2.6% 10,929 $1.4M
Abundance Wealth Counselors 0.33% Reduce -6.0% 10,927 $1.4M
Wolff Wiese Magana LLC 1.24% Add +2114.8% 10,897 $1.4M
True North Advisors, LLC 0.40% Reduce -0.2% 10,894 $1.4M
Missouri Trust & Investment Co 0.55% Add +4.8% 10,872 $1.4M
First Command Advisory Services, Inc. 0.01% Add +25.4% 10,870 $1.4M
Providence Capital Advisors, LLC 0.31% No change 10,830 $1.4M
Crewe Advisors LLC 0.17% New 10,819 $1.4M
FCG Investment Co 1.14% Reduce -18.7% 10,807 $1.4M
Peoples Bank 0.79% Reduce -2.5% 10,806 $1.4M
AXS Investments LLC 0.34% Reduce -18.7% 10,802 $1.4M
Roman Butler Fullerton & Co. 0.54% Reduce -1.6% 11,223 $1.4M
Cladis Investment Advisory, LLC 1.04% No change 10,776 $1.4M
Trek Financial, LLC 0.11% Reduce -4.5% 10,773 $1.4M
Peak Planning Group, LLC 0.89% Add +2.5% 10,745 $1.4M
Lavaca Capital LLC 0.86% Add +20.6% 10,734 $1.4M
Blue Trust, Inc. 0.02% Reduce -42.0% 10,733 $1.4M
OneAscent Financial Services LLC 0.16% Add +5.8% 10,671 $1.4M
Capital Square, LLC 0.99% Add +11.9% 10,680 $1.4M
Centiva Capital, LP 0.09% Add +8172.9% 10,672 $1.4M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.60% Add +1.7% 10,670 $1.4M
Hilltop Partners LLC 0.50% Add +0.9% 10,653 $1.4M
Beacon Financial Advisory LLC 0.68% Reduce -17.1% 10,639 $1.4M
Emprise Bank 0.94% — 10,631 $1.4M
Sage Rhino Capital LLC 0.33% Add +1.9% 10,608 $1.4M
Meeder Asset Management Inc. 0.09% Add +51.1% 10,594 $1.4M
RiverFront Investment Group, LLC 0.04% Reduce -1.9% 10,590 $1.4M
MBB Public Markets I LLC 0.09% New 10,585 $1.4M
Patron Partners, LLC 0.85% Add +2.1% 10,580 $1.4M
Blueprint Investment Partners LLC 0.28% Add +152.5% 10,561 $1.4M
Aurora Private Wealth, Inc. 1.20% Add +0.3% 10,615 $1.4M
Mill Creek Capital Advisors, LLC 0.04% Reduce -3.1% 10,525 $1.4M
Gilbert & Cook, Inc. 0.19% Add +1.0% 10,523 $1.4M
WNY Asset Management, LLC 0.21% No change 10,521 $1.4M
Heartland Bank & Trust Co 0.81% Reduce -4.8% 10,507 $1.4M
Corundum Group, Inc. 0.67% Add +14.0% 10,486 $1.4M
First Washington CORP 0.53% No change 10,482 $1.4M
RKL Wealth Management LLC 0.14% Add +1.8% 10,480 $1.4M
Gries Financial LLC 0.23% Add +7.0% 10,476 $1.4M
Redmond Asset Management, LLC 0.44% Reduce -4.5% 10,471 $1.4M
Traynor Capital Management, Inc. 0.13% Add +2.0% 10,470 $1.4M
Journey Strategic Wealth LLC 0.06% Add +11.8% 10,469 $1.4M
Monograph Wealth Advisors, LLC 0.20% New 10,383 $1.4M
Strategic Investment Advisors / MI 0.18% Add +1.1% 10,443 $1.4M
Argent Capital Management LLC 0.04% No change 10,440 $1.4M
TLWM 0.30% Reduce -2.9% 10,417 $1.4M
Forza Wealth Management, LLC 0.71% Reduce -1.9% 10,398 $1.4M
Dover Advisors, LLC 0.94% Add +68.2% 10,377 $1.4M
Trustco Bank Corp. N Y 1.42% Reduce -3.4% 10,371 $1.4M
First National Corp. /Ma/ 0.34% No change 12,537 $1.4M
Mechanics Financial Corp 0.71% Add +2.4% 10,322 $1.4M
Sweet Financial Partners, LLC 0.31% Reduce -55.7% 10,319 $1.4M
Signet Financial Management, LLC 0.19% Add +2.1% 10,313 $1.4M
Round Rock Advisors LLC 0.33% Reduce -4.8% 10,299 $1.4M
G&S Capital LLC 0.61% New 10,296 $1.4M
Coston, McIsaac & Partners 0.43% Add +0.0% 10,267 $1.4M
Bluespring Wealth Management, LLC 0.15% Reduce -2.4% 10,180 $1.4M
Quent Capital, LLC 0.16% Add +11.4% 10,236 $1.4M
Atlas Private Wealth Advisors 0.45% Reduce -54.4% 10,222 $1.3M
Hamilton Point Investment Advisors, LLC 0.26% Reduce -4.4% 10,095 $1.3M
Faithward Advisors, LLC 0.24% Add +83.3% 10,142 $1.3M
WealthPLAN Partners, LLC 0.14% Reduce -1.0% 10,131 $1.3M
Tradewinds, LLC. 0.64% — 10,130 $1.3M
DGS Capital Management, LLC 0.38% Add +71.5% 10,121 $1.3M
Coho Partners, Ltd. 0.03% Reduce -5.8% 10,121 $1.3M
Highline Wealth Partners LLC 0.54% No change 10,118 $1.3M
MBL Wealth, LLC 0.15% Reduce -6.8% 10,117 $1.3M
Plotkin Financial Advisors, LLC 0.88% New 10,102 $1.3M
Mine & Arao Wealth Creation & Management, LLC. 0.66% Add +0.0% 10,095 $1.3M
Atlanta Consulting Group Advisors, LLC 0.46% — 10,082 $1.3M
Canopy Partners, LLC 0.65% Add +9.9% 10,037 $1.3M
Gibson Wealth Advisors LLC 1.27% — 10,005 $1.3M
Deroy & Devereaux Private Investment Counsel Inc. 0.08% Add +6.2% 9,961 $1.3M
Capstone Financial Advisors, Inc. 0.09% Add +7.2% 9,939 $1.3M
Autumn Glory Partners, LLC 0.64% No change 9,939 $1.3M
Cidel Asset Management Inc. 0.10% No change 9,920 $1.3M
First Business Financial Services, Inc. 0.14% Reduce -0.5% 9,885 $1.3M
Invera Wealth Advisors, LLC 1.10% Reduce -5.0% 10,379 $1.3M
Seelaus Asset Management LLC 1.33% Reduce -2.0% 9,835 $1.3M
Cantor Fitzgerald, L. P. 0.31% Add +74.8% 9,826 $1.3M
DORCHESTER WEALTH MANAGEMENT Co 0.23% Reduce -2.6% 9,825 $1.3M
Coppell Advisory Solutions Corp. 0.24% — 9,799 $1.3M
Callan Capital, LLC 0.11% Add +26.9% 9,793 $1.3M
Highlander Capital Management, LLC 0.51% Reduce -10.9% 9,782 $1.3M
Seascape Capital Management 0.48% Reduce -4.9% 9,775 $1.3M
Providence Wealth Advisors, LLC 1.10% Add +3.2% 9,874 $1.3M
Apriem Advisors 0.16% Reduce -0.8% 9,740 $1.3M
Midland Wealth Advisors, LLC 0.08% Reduce -3.6% 9,729 $1.3M
Northwest Investment Counselors, LLC 0.31% Add +1.3% 9,716 $1.3M
First Pacific Financial 0.36% Add +1.5% 9,714 $1.3M
First Western Trust Bank 0.06% Reduce -11.9% 9,713 $1.3M
FinTrust Capital Advisors, LLC 0.25% Add +11.7% 9,712 $1.3M
Woodward Diversified Capital, LLC 0.80% Add +6.5% 9,706 $1.3M
Foster Dykema Cabot & Partners, LLC 0.12% Add +9.7% 9,649 $1.3M
Park Place Capital Corp 0.46% Reduce -24.2% 9,693 $1.3M
Wealth Group, Ltd. 0.96% — 9,681 $1.3M
Foresight Global Investors, Inc. 0.63% New 9,675 $1.3M
Scharf Investments, LLC 0.03% Add +7.2% 9,656 $1.3M
Kapstone Financial Advisors LLC 0.87% Reduce -0.3% 9,639 $1.3M
Richard W. Paul & Associates, LLC 0.51% Reduce -0.9% 9,626 $1.3M
Stonehage Fleming Financial Services Holdings Ltd 0.08% Add +189.3% 11,954 $1.3M
Retirement Income Solutions, Inc. 0.29% No change 9,575 $1.3M
Quotient Wealth Partners, LLC 0.04% Add +27.1% 9,489 $1.3M
Pinnacle West Asset Management, Inc. 0.99% Reduce -0.5% 9,480 $1.3M
Tyche Wealth Partners LLC 0.30% Reduce -28.3% 9,442 $1.2M
Morningstar Investment Services LLC 0.01% Reduce -35.1% 9,419 $1.2M
Kowal Investment Group, LLC 0.27% Add +16.4% 9,393 $1.2M
Nordwand Advisors, LLC 0.48% Reduce -62.3% 9,371 $1.2M
Towercrest Capital Management 0.21% Add +5.6% 9,370 $1.2M
Alliance Wealth Management Group 0.36% Add +5.6% 9,350 $1.2M
TCI Wealth Advisors, Inc. 0.12% Add +0.4% 9,344 $1.2M
Strong Tower Advisory Services 0.49% Add +12.6% 9,376 $1.2M
LMR Partners LLP 0.04% New 9,278 $1.2M
My Legacy Advisors, LLC 0.41% Reduce -0.9% 9,223 $1.2M
Hemenway Trust Co LLC 0.11% Add +4.5% 9,223 $1.2M
Waterfront Wealth Inc. 0.34% Add +261.6% 9,258 $1.2M
McRae Capital Management Inc. 0.27% Reduce -1.5% 9,195 $1.2M
Trifecta Capital Advisors, LLC 0.30% No change 9,192 $1.2M
ProVise Management Group, LLC 0.10% Reduce -32.0% 9,190 $1.2M
Washington Trust Advisors, Inc. 0.11% Add +0.8% 9,178 $1.2M
Investors Research Corp 0.28% Reduce -44.3% 9,176 $1.2M
XTX Topco Ltd 0.16% Add +292.6% 9,175 $1.2M
Virtue Capital Management, LLC 0.22% Add +6.2% 9,622 $1.2M
Monetary Management Group Inc. 0.34% Reduce -2.7% 9,155 $1.2M
Calydon Capital 0.23% Reduce -3.5% 9,198 $1.2M
Kidder Stephen W 0.38% Reduce -0.4% 9,104 $1.2M
Baker Avenue Asset Management, LP 0.05% Reduce -2.6% 9,102 $1.2M
Good Life Advisors, LLC 0.11% Reduce -32.4% 9,074 $1.2M
Linden Thomas Advisory Services, LLC 0.19% Add +7.2% 9,062 $1.2M
Eagle Ridge Investment Management 0.11% Add +6.8% 9,053 $1.2M
Nvwm, LLC 0.33% Add +5.7% 8,997 $1.2M
KPP Advisory Services LLC 0.33% Reduce -1.7% 9,032 $1.2M
Cable Hill Partners, LLC 0.15% No change 10,057 $1.2M
L. Roy Papp & Associates, LLP 0.14% Reduce -3.6% 9,015 $1.2M
Fort Point Capital Partners LLC 0.16% Reduce -1.8% 8,980 $1.2M
Glen Eagle Advisors, LLC 0.22% Reduce -1.0% 8,974 $1.2M
Tiemann Investment Advisors, LLC 0.53% Add +2.3% 8,954 $1.2M
Arnhold LLC 0.12% No change 8,942 $1.2M
Intrua Financial, LLC 0.18% Add +38.3% 8,934 $1.2M
Vigilare Wealth Management 0.58% Reduce -9.3% 8,932 $1.2M
Altura Wealth Advisors Inc. 1.39% Add +140.4% 8,932 $1.2M
Brady Family Wealth, LLC 0.38% Add +0.5% 8,916 $1.2M
First Bank & Trust 0.24% Add +1.2% 8,911 $1.2M
Klingman & Associates, LLC 0.08% Add +0.1% 8,900 $1.2M
Relative Value Partners Group, LLC 0.07% Add +0.3% 9,721 $1.2M
Symphony Financial, Ltd. Co. 0.27% Add +8.2% 8,895 $1.2M
LBMC Investment Advisors, LLC 0.10% Reduce -1.3% 8,886 $1.2M
Prentice Wealth Management LLC 0.41% Add +7.3% 8,884 $1.2M
Donald L. Hagan, LLC 0.62% Reduce -2.2% 8,875 $1.2M
Sfmg, LLC 0.10% Reduce -70.5% 8,861 $1.2M
Retirement Planning Co of New England, Inc. 0.64% Reduce -27.4% 8,850 $1.2M
Redhawk Wealth Advisors, Inc. 0.19% Add +4.9% 8,845 $1.2M
Hikari Tsushin, Inc. 0.09% No change 8,812 $1.2M
Cornell Pochily Investment Advisors, Inc. 0.46% Add +1.6% 8,811 $1.2M
Rogco, LP 0.47% Add +8.1% 8,804 $1.2M
Shayne & Jacobs, LLC 0.32% Reduce -8.2% 8,792 $1.2M
QVR LLC 0.20% New 8,783 $1.2M
Monument Capital Management 0.33% Reduce -0.2% 8,768 $1.2M
West Coast Financial LLC 0.14% Reduce -5.4% 8,750 $1.2M
Groesbeck Investment Management Corp. 1.23% Add +5.0% 8,740 $1.2M
Lederer & Associates Investment Counsel 0.80% Reduce -11.5% 8,729 $1.2M
UNIVEST FINANCIAL Corp 0.32% Reduce -6.0% 8,717 $1.2M
Key Client Fiduciary Advisors, LLC 0.61% Add +32.5% 8,698 $1.1M
CSS LLC 0.28% Reduce -10.3% 8,688 $1.1M
Oxler Private Wealth LLC 0.45% New 8,686 $1.1M
Alhambra Investment Management LLC 0.63% Add +18.9% 8,679 $1.1M
SOA Wealth Advisors, LLC. 0.24% Add +0.5% 8,675 $1.1M
Delta Financial Advisors LLC 0.45% Add +25.2% 8,664 $1.1M
Cim Investment Management Inc. 0.34% No change 8,651 $1.1M
General Partner, Inc. 0.72% Add +33.1% 8,644 $1.1M
Burns J W & Co. Inc. 0.16% Reduce -1.7% 8,643 $1.1M
Optas, LLC 0.31% Add +0.7% 8,634 $1.1M
Vicus Capital 0.10% Add +35.8% 8,627 $1.1M
Professional Advisory Services Inc. 0.14% Add +1.5% 8,602 $1.1M
Cassia Capital Partners, LLC 0.75% Add +14.5% 8,583 $1.1M
Athena Investment Management 0.68% Add +0.0% 8,567 $1.1M
Frisch Financial Group, Inc. 0.38% Add +1.7% 8,563 $1.1M
TruWealth Advisors, LLC 0.08% Add +10.2% 8,564 $1.1M
Western Financial Corp 0.69% Add +1.0% 8,559 $1.1M
Core Wealth Partners LLC 0.85% Add +2.7% 8,550 $1.1M
Sonoma Private Wealth LLC 1.81% Reduce -3.4% 8,519 $1.1M
Cassaday & Co Wealth Management LLC 0.04% Add +0.7% 8,514 $1.1M
Allstate Corp. 0.08% Add +1.3% 8,509 $1.1M
Greenfield Savings Bank 0.59% Reduce -2.7% 8,504 $1.1M
Old North State Trust, LLC 0.95% — 8,494 $1.1M
Ami Asset Management Corp. 0.06% Reduce -3.5% 8,481 $1.1M
Port Capital LLC 0.06% Reduce -9.7% 8,476 $1.1M
Householder Group Estate & Retirement Specialist, LLC 0.33% Add +2.6% 8,463 $1.1M
Ausdal Financial Partners, Inc. 0.13% Reduce -5.4% 8,461 $1.1M
Harvest Fund Management Co., Ltd 0.10% Add +507.3% 8,460 $1.1M
Barnes Pettey Financial Advisors, LLC 0.96% Reduce -1.1% 8,449 $1.1M
Arrow Financial Corp 0.11% Reduce -0.4% 8,446 $1.1M
RFP Financial Group LLC 0.43% Reduce -11.4% 8,446 $1.1M
Focus Financial Network, Inc. 0.05% — 8,891 $1.1M
Westbourne Investment Advisors, Inc. 0.41% Reduce -0.6% 8,425 $1.1M
Relyea Zuckerberg Hanson LLC 0.19% Add +4.8% 8,424 $1.1M
Traphagen Investment Advisors LLC 0.12% Add +0.8% 8,420 $1.1M
Townsend Asset Management Corp. /NC/ 0.44% Add +0.1% 8,410 $1.1M
Caldwell Sutter Capital, Inc. 0.53% Reduce -3.9% 8,403 $1.1M
Shepherd Kaplan Krochuk, LLC 0.88% Reduce -1.4% 8,400 $1.1M
Magnolia Capital Management Ltd. 0.94% No change 8,400 $1.1M
Institute for Wealth Management, LLC. 0.14% Reduce -0.4% 8,375 $1.1M
Carl P. Sherr & Co., LLC 0.62% No change 8,368 $1.1M
Chase Investment Counsel Corp. 0.41% Add +3.2% 8,360 $1.1M
Matrix Private Capital Group LLC 0.75% Reduce -1.9% 8,299 $1.1M
Emerald Advisors, LLC 0.20% Add +1.3% 8,346 $1.1M
Precedent Wealth Partners, LLC 0.47% Add +8.9% 8,333 $1.1M
Fulton Breakefield Broenniman LLC 0.08% Reduce -1.3% 8,312 $1.1M
Drive Wealth Management, LLC 0.31% Reduce -16.7% 8,228 $1.1M
Continuum Advisory, LLC 0.16% Reduce -25.1% 8,381 $1.1M
Mark Sheptoff Financial Planning, LLC 0.60% Reduce -10.8% 8,268 $1.1M
L.M. Kohn & Company 0.31% Add +1.6% 8,257 $1.1M
Sara-Bay Financial 0.49% Add +40.3% 8,300 $1.1M
Builder Investment Group Inc. 0.32% Add +0.1% 8,231 $1.1M
Gallagher Fiduciary Advisors, LLC 0.04% Add +2.5% 8,227 $1.1M
Catalina Capital Group, LLC 0.46% Add +161.2% 8,208 $1.1M
Pinion Investment Advisors, LLC 0.56% Add +2.6% 8,207 $1.1M
Guardian Wealth Advisors, LLC / NC 0.13% Add +5.1% 8,203 $1.1M
Weinberger Asset Management, Inc 0.52% Reduce -1.3% 8,192 $1.1M
Mendel Money Management 0.50% Reduce -1.2% 8,176 $1.1M
Staley Capital Advisers Inc. 0.05% No change 8,167 $1.1M
Barton Investment Management 0.13% No change 8,158 $1.1M
TKG Advisors, LLC 0.60% New 8,135 $1.1M
Iron Gate Global Advisors LLC 0.19% Reduce -2.1% 8,211 $1.1M
Johnson & White Wealth Management, LLC 0.78% Add +3.6% 8,112 $1.1M
New Jersey Better Educational Savings Trust 2.01% No change 8,078 $1.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.26% Reduce -7.4% 8,070 $1.1M
First Heartland Consultants, Inc. 0.11% Add +0.2% 8,065 $1.1M
Aspen Investment Management Inc 0.54% Add +11.4% 8,040 $1.1M
Mosaic Financial Group, LLC 0.85% — 8,029 $1.1M
Colonial River Investments, LLC 0.60% Reduce -18.1% 8,024 $1.1M
Carr Financial Group Corp 0.35% No change 8,024 $1.1M
Prepared Retirement Institute LLC 0.79% Reduce -7.4% 8,017 $1.1M
Souders Financial Advisors 0.17% Reduce -11.7% 8,016 $1.1M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.73% No change 8,000 $1.1M
Armstrong, Fleming & Moore, Inc 0.73% Add +0.0% 7,962 $1.1M
US Asset Management LLC 0.94% Reduce -1.2% 7,943 $1.0M
Eldridge Investment Advisors, Inc. 0.27% Add +4.5% 7,944 $1.0M
Aft, Forsyth & Company, Inc. 0.60% Reduce -6.5% 7,937 $1.0M
Willner & Heller, LLC 1.04% Add +0.1% 7,930 $1.0M
Genesee Capital Advisors, LLC 0.57% Reduce -0.9% 7,893 $1.0M
Compass Wealth Management LLC 0.26% Add +4.7% 7,880 $1.0M
Wealthspire Retirement, LLC 0.09% Add +20.4% 7,867 $1.0M
Sunburst Financial Group, LLC 0.29% Add +2.5% 7,898 $1.0M
Claret Asset Management Corp 0.17% No change 7,838 $1.0M
Resonant Capital Advisors, LLC 0.09% Add +21.7% 7,782 $1.0M
Phillips Wealth Planners LLC 1.19% Reduce -8.4% 8,250 $1.0M
Van Strum & Towne Inc. 0.38% No change 7,793 $1.0M
Dividend Assets Capital, LLC 0.22% Add +9.0% 7,792 $1.0M
Renasant Bank 0.73% Reduce -7.1% 7,789 $1.0M
Winthrop Advisory Group LLC 0.15% Reduce -10.6% 7,732 $1.0M
CoreCap Advisors, LLC 0.05% Add +2.5% 7,774 $1.0M
Keyes, Stange & Wooten Wealth Management, LLC 0.90% Reduce -2.4% 7,758 $1.0M
SkyView Investment Advisors, LLC 0.19% Reduce -1.0% 7,757 $1.0M
Old Mission Investment Co LLC 0.34% Add +0.1% 7,740 $1.0M
Stokes Family Office, LLC 0.13% Add +9.0% 7,740 $1.0M
Wunderlich Capital Managemnt 0.46% Reduce -3.0% 7,727 $1.0M
Longfellow Investment Management Co. LLC 0.23% Reduce -34.6% 7,725 $1.0M
Edgewood Management LLC 0.00% No change 7,718 $1.0M
Vestor Capital, LLC 0.09% Reduce -4.3% 7,712 $1.0M
Resolute Wealth Strategies, LLC 0.62% Add +0.1% 7,712 $1.0M
Crumly & Associates Inc. 0.27% Add +0.7% 7,691 $1.0M
Debussy Capital Management LP 0.30% Reduce -3.5% 7,799 $1.0M
Southeast Asset Advisors, LLC 0.12% Reduce -6.0% 7,676 $1.0M
Cooper Financial Group 0.17% Add +6.1% 7,670 $1.0M
Granite Investment Partners, LLC 0.04% No change 7,667 $1.0M
Gray Private Wealth, LLC 0.66% — 7,648 $1.0M
Arlington Trust Co LLC 0.26% Reduce -2.9% 7,648 $1.0M
Red Wave Investments LLC 0.38% No change 7,643 $1.0M
Verity Asset Management, Inc. 0.56% Add +0.0% 7,635 $1.0M
Demars Financial Group, LLC 0.50% Reduce -41.3% 7,629 $1.0M
Townsend & Associates, Inc 0.12% Reduce -0.0% 7,932 $1.0M
Wealth Alliance Advisory Group, LLC 0.23% Reduce -21.3% 7,584 $1.0M
Valley Brook Capital Group, Inc. 0.80% No change 7,582 $1.0M
First Fiduciary Investment Counsel, Inc. 0.21% Reduce -19.2% 7,579 $1.0M
Lecap Asset Management Ltd. 0.21% Add +148.2% 7,550 $996K
Signature Wealth Management Partners, LLC 0.81% Reduce -8.7% 7,529 $993K
Insight 2811, Inc. 0.51% Add +0.2% 7,510 $991K
SignalPoint Asset Management, LLC 0.27% Reduce -2.3% 7,509 $991K
Sather Financial Group Inc 0.07% No change 7,451 $983K
Alta Advisers Ltd 0.49% No change 7,420 $979K
Cutter & CO Brokerage, Inc. 0.24% Reduce -6.7% 7,419 $979K
King Wealth Management Group 0.17% Add +0.0% 7,414 $978K
MWA Asset Management 0.71% Reduce -4.0% 7,384 $974K
Pictet North America Advisors SA 0.11% No change 7,375 $973K
Kolinsky Wealth Management, LLC 0.74% Add +5.7% 7,366 $972K
Octavia Wealth Advisors, LLC 0.14% Add +7.2% 7,320 $971K
Pring Turner Capital Group Inc. 0.71% Reduce -0.1% 7,355 $970K
Focused Wealth Management, Inc 0.15% Add +2.8% 7,338 $968K
Garner Asset Management Corp 0.37% Add +4.7% 7,336 $968K
Poehling Capital Management, INC. 0.26% Reduce -0.3% 7,336 $968K
Waddell & Associates, LLC 0.13% Reduce -12.2% 7,327 $967K
Belmont Capital, LLC 0.26% Add +69.5% 7,316 $965K
Capital Advisors Inc. 0.02% Add +4.5% 7,315 $965K
Cetera Trust Company, N.A 0.58% No change 7,309 $964K
Machina Capital S.A.S. 0.51% Reduce -50.0% 7,302 $963K
Systematic Financial Management LP 0.03% No change 7,300 $963K
Auto-Owners Insurance Co 0.03% No change 7,300 $963K
First Commonwealth Financial Corp 0.26% Reduce -11.2% 7,290 $962K
MGB Wealth Management, LLC 0.39% Add +1.5% 7,280 $960K
Grace & White Inc. 0.17% Reduce -64.1% 7,267 $959K
Crescent Sterling, Ltd. 0.87% Reduce -0.3% 7,261 $958K
Garrison Point Advisors, LLC 0.62% Reduce -2.1% 7,259 $958K
Howard Financial Services, LTD. 0.17% Add +1.2% 7,253 $957K
AlphaQ Advisors LLC 0.58% Add +5.5% 7,249 $957K
Ifrah Financial Services, Inc. 0.27% Reduce -1.3% 7,210 $951K
Trail Ridge Investment Advisors, LLC 0.54% Add +2.6% 7,194 $949K
Voya Financial Advisors, Inc. 0.11% Reduce -7.0% 7,203 $949K
Magnus Financial Group LLC 0.11% Add +6.7% 7,185 $948K
Great Lakes Retirement, Inc. 0.14% Add +4.0% 7,171 $946K
Hill Investment Group Partners, LLC 0.13% No change 7,158 $944K
FNY Investment Advisers, LLC 0.58% New 7,150 $943K
Successful Portfolios LLC 0.64% Reduce -2.8% 7,124 $940K
Baldwin Investment Management, LLC 0.13% No change 7,120 $939K
Sivia Capital Partners, LLC 0.64% Reduce -0.1% 7,098 $937K
Bantamac Capital, LLC 0.53% Reduce -9.2% 7,071 $933K
Verus Capital Partners, LLC 0.10% Add +2.5% 7,067 $932K
Annis Gardner Whiting Capital Advisors, LLC 0.33% Add +79.8% 7,023 $931K
Summit Financial Group, Inc. 0.33% Reduce -2.9% 7,044 $929K
Atlas Private Wealth Management, LLC 0.39% Add +0.9% 7,030 $928K
RB Capital Management, LLC 0.26% Add +7.1% 7,020 $926K
Kenora Financial, LLC 0.39% Reduce -15.3% 7,001 $924K
Dymon Asia Capital (singapore) Pte. LTD. 1.04% New 7,000 $924K
Grant/GrossMendelsohn, LLC 0.43% Add +0.8% 7,247 $918K
Transamerica Financial Advisors, LLC 0.09% Reduce -63.9% 6,955 $918K
Samalin Investment Counsel, LLC 0.44% Add +0.6% 6,955 $918K
Old Port Advisors 0.28% Reduce -6.0% 6,943 $916K
Lafayette Investments, Inc. 0.21% Reduce -2.6% 6,934 $915K
Old Second National Bank of Aurora 0.24% Reduce -10.0% 6,932 $915K
Barrett & Company, Inc. 0.43% Reduce -1.9% 6,880 $908K
Channel Wealth LLC 0.36% Add +2.9% 6,874 $907K
Sachetta, LLC 0.43% No change 8,262 $903K
Accordant Advisory Group Inc 0.67% — 6,833 $902K
Aprio Wealth Management, LLC 0.18% Add +68.1% 6,830 $901K
HTLF Bank 0.10% Reduce -1.0% 6,812 $899K
Eagle Strategies LLC 0.20% Reduce -59.7% 6,776 $894K
Morton Capital Management LLC 0.24% Add +3.2% 6,759 $892K
Ethos Financial Group, LLC 0.17% Reduce -0.1% 6,711 $891K
FSM Wealth Advisors, LLC 0.32% Reduce -1.8% 6,736 $889K
Greater Midwest Financial Group, LLC 0.55% Add +253.3% 6,712 $886K
Harfst & Associates, Inc. 0.21% Reduce -58.0% 6,711 $885K
Cross Staff Investments Inc 0.75% No change 6,710 $885K
Sonata Capital Group Inc. 0.40% Add +0.0% 6,703 $884K
Neumann Capital Management, LLC 0.31% Add +36.9% 6,685 $882K
Weatherly Asset Management L. P. 0.09% Reduce -9.8% 6,631 $880K
Bender Robert & Associates 0.21% Reduce -0.9% 6,663 $879K
Barr E S & Co. 0.06% No change 6,650 $877K
Schear Investment Advisers, LLC 0.70% Add +105.4% 6,640 $876K
Stewart & Patten Co. LLC 0.13% Reduce -13.7% 6,629 $875K
Monterey Private Wealth, Inc. 0.35% Add +1.5% 6,626 $874K
Family Firm, Inc. 0.21% Add +0.5% 6,615 $873K
Paulson Wealth Management Inc. 0.26% Reduce -1.3% 6,577 $868K
BOK Financial Private Wealth, Inc. 0.06% Add +2.6% 6,525 $866K
KG Capital Management 0.34% Add +17.6% 6,591 $865K
Investment Advisory Services Inc. /TX 0.32% Add +9.3% 6,556 $865K
IFG Advisors, LLC 0.22% No change 6,551 $864K
Mathes Company, Inc. 0.33% No change 6,550 $864K
Delta Investment Management, LLC 0.20% Reduce -0.5% 6,544 $863K
Mirador Capital Partners LP 0.16% Add +7.8% 6,537 $863K
CYBER HORNET ETFs LLC 1.03% Reduce -1.9% 6,572 $861K
Oxford Financial Group, LTD. LLC 0.06% Add +6.9% 6,523 $861K
Moseley Investment Management Inc. 0.43% Reduce -2.4% 6,522 $861K
Asset Management Group, Inc. 0.13% Add +1.1% 6,520 $860K
Bangor Savings Bank 0.09% Reduce -1.4% 6,515 $860K
MSH Capital Advisors LLC 0.30% Reduce -0.8% 6,496 $857K
Aveo Capital Partners, LLC 0.09% Add +3.0% 6,709 $855K
Unique Wealth, LLC 0.24% Add +34.0% 6,473 $854K
Alera Investment Advisors, LLC 0.12% Add +1.5% 6,465 $853K
LVW Advisors, LLC 0.14% Add +11.3% 6,464 $853K
Sweeney & Michel, LLC 0.38% — 6,624 $852K
Altus Wealth Management, LLC 0.45% Add +2.2% 6,445 $851K
Sterling Investment Counsel, LLC 0.39% Add +0.5% 6,438 $850K
Kelleher Financial Advisors 0.35% Add +1.2% 6,433 $849K
Greystone Financial Group, LLC 0.17% Add +0.0% 6,421 $847K
O'ROURKE & COMPANY, Inc 0.49% Add +0.2% 6,419 $847K
Clarus Group, Inc. 0.59% Reduce -5.3% 6,415 $846K
Pinnacle Bancorp, Inc. 0.25% Add +4.2% 6,414 $846K
Westshore Wealth, LLC 0.35% Reduce -1.9% 6,406 $845K
Farmers & Merchants Trust Co of Chambersburg PA 0.35% Reduce -14.1% 6,401 $845K
Optimum Investment Advisors 0.39% No change 6,400 $844K
Canton Hathaway, LLC 0.23% No change 6,398 $844K
Gerber Kawasaki Wealth & Investment Management 0.05% Add +3.8% 6,379 $842K
Prossimo Advisors, LLC 1.63% Add +0.9% 6,363 $840K
Absher Wealth Management, LLC 0.12% Add +0.1% 6,366 $840K
Diversified, LLC 0.12% Add +1.6% 6,362 $839K
Avalon Capital Management 0.34% No change 6,361 $839K
Wagner Wealth Management, LLC 0.26% Add +2.6% 6,356 $839K
Investment Partners, LTD. 0.38% Reduce -9.6% 6,354 $838K
Congress Park Capital LLC 0.37% Reduce -3.8% 6,310 $833K
HBW Advisory Services LLC 0.16% No change 7,630 $832K
Copperwynd Financial, LLC 0.30% Reduce -3.5% 6,270 $827K
Bedel Financial Consulting, Inc. 0.13% Reduce -1.3% 6,260 $826K
Nadler Financial Group, Inc. 0.10% Reduce -7.3% 6,257 $826K
Advus Financial Partners, LLC 0.26% Add +1.3% 6,256 $825K
Venturi Wealth Management, LLC 0.05% Reduce -6.9% 6,251 $825K
Nicolet Bankshares Inc. 0.17% No change 6,250 $825K
Measured Wealth Private Client Group, LLC 0.29% Reduce -0.5% 6,239 $823K
Burt Wealth Advisors 0.21% Add +16.9% 6,236 $823K
Orion Capital Management LLC 0.44% No change 6,235 $823K
Keynote Financial Services LLC 0.69% — 6,234 $823K
Kintra Wealth, LLC 0.61% Reduce -3.0% 6,230 $822K
Somerset Trust Co 0.33% Add +11.5% 6,213 $820K
Ellenbecker Investment Group 0.17% Reduce -0.7% 6,204 $819K
Tower Wealth Partners, Inc. 0.53% Reduce -5.8% 6,204 $819K
Perennial Investment Advisors, LLC 0.12% Add +0.0% 6,187 $816K
McElhenny Sheffield Capital Management, LLC 0.29% New 6,163 $813K
Dohj, LLC 0.21% New 6,130 $809K
New Covenant Trust Company, N.A. 0.81% — 6,120 $808K
Cottonwood Capital Advisors, LLC 0.64% Reduce -0.5% 6,388 $806K
Virtus Investment Advisers, LLC 0.59% Add +36.1% 6,099 $805K
Lyell Wealth Management, LP 0.08% Reduce -4.7% 6,095 $804K
Sierra Summit Advisors LLC 0.22% Add +6.1% 6,093 $804K
Sittner & Nelson, LLC 0.40% Reduce -10.3% 6,092 $804K
Garde Capital, Inc. 0.06% Reduce -13.6% 6,089 $803K
Sanders Morris Harris LLC 0.15% Add +34.3% 6,066 $800K
Olistico Wealth, LLC 0.58% Add +5.3% 6,064 $800K
Moss Adams Wealth Advisors LLC 0.13% Add +40.9% 6,027 $800K
Eagle Bay Advisors LLC 0.50% Reduce -3.0% 6,025 $800K
Hamilton Capital, LLC 0.06% Reduce -4.3% 6,059 $799K
Carmichael Hill & Associates, Inc. 0.33% Reduce -0.8% 6,049 $798K
Financial Security Advisor, Inc. 0.28% Add +1.3% 6,008 $797K
JT Stratford LLC 0.16% Reduce -4.7% 6,037 $797K
JNBA Financial Advisors 0.08% Reduce -5.4% 6,036 $796K
Robinson Smith Wealth Advisors LLC 0.76% Reduce -7.9% 6,023 $795K
Eudaimonia Partners, LLC 0.19% Add +0.8% 6,020 $794K
Lathrop Investment Management Co. 0.15% No change 6,012 $793K
Zevin Asset Management LLC 0.13% Reduce -29.0% 6,011 $793K
Lwmg, LLC 0.18% Reduce -11.3% 6,006 $793K
Fortitude Advisory Group L.L.C. 0.45% Reduce -4.9% 5,995 $791K
TFG Advisers LLC 0.31% Add +3.7% 5,988 $790K
Bank of Marin 0.69% Reduce -0.2% 5,980 $789K
Perkins Coie Trust Co 0.18% Reduce -0.7% 5,980 $789K
Redwood Financial Network Corp 0.69% Reduce -7.8% 5,970 $788K
Cohen Capital Management, Inc. 0.14% No change 5,967 $787K
Laurel Wealth Advisors LLC 0.13% No change 5,934 $783K
Davidson Trust Co. 0.46% Reduce -2.0% 5,921 $781K
Veracity Capital LLC 0.30% Add +6.1% 5,916 $781K
Addison Advisors LLC 0.27% No change 5,915 $780K
Apella Capital, LLC 0.04% Add +6.2% 6,157 $780K
Strategic Wealth Partners, Ltd. 0.09% Reduce -41.3% 5,903 $779K
Trilogy Capital Inc. 0.04% Add +111.5% 5,902 $779K
Fiera Capital Corp 0.00% Reduce -5.1% 5,894 $778K
Janiczek Wealth Management, LLC 0.17% Add +9.8% 5,884 $778K
Watts Gwilliam & Co., LLC 0.24% — 6,042 $777K
First American Trust, FSB 0.08% Add +66.0% 5,889 $777K
Concentric Wealth Management, LLC 0.21% Add +1.5% 5,882 $776K
Cedar Brook Financial Partners, LLC 0.15% Reduce -1.2% 5,879 $776K
Owen LaRue, LLC 0.48% Reduce -21.3% 5,863 $774K
Citizens Business Bank 0.16% Reduce -0.8% 5,860 $773K
Enterprise Bank & Trust Co 0.26% Add +0.2% 5,825 $769K
Beacon Capital Management, LLC 0.16% Add +7.4% 5,823 $768K
Crew Capital Management, Ltd 0.62% Add +51.0% 5,816 $767K
Uptick Partners, LLC 0.58% Add +0.9% 5,807 $766K
Vantage Financial Partners Ltd., Inc. 0.20% Reduce -2.5% 5,800 $765K
EDENTREE ASSET MANAGEMENT Ltd 0.24% Reduce -63.8% 5,800 $765K
Cherry Creek Investment Advisors, Inc. 0.41% Reduce -2.8% 5,773 $762K
Campion Asset Management 0.59% Add +1.1% 5,764 $761K
Moody Aldrich Partners LLC 0.13% Reduce -25.1% 5,760 $760K
Motiv8 Investments LLC 0.59% Add +21.1% 5,740 $757K
Silver Oak Securities, Incorporated 0.12% Reduce -15.1% 5,739 $757K
Hollencrest Capital Management 0.03% No change 5,737 $757K
Legacy Trust 0.19% No change 5,735 $757K
Boltwood Capital Management 0.23% Reduce -0.4% 5,733 $756K
Chemistry Wealth Management LLC 0.20% Reduce -6.2% 5,732 $756K
Ninepoint Partners LP 0.10% New 5,726 $756K
Austin Private Wealth, LLC 0.09% Add +4.2% 5,814 $755K
Baron Silver Stevens Financial Advisors, LLC 0.15% Reduce -0.1% 5,712 $754K
Bulltick Wealth Management, LLC 0.16% Reduce -13.8% 5,678 $754K
Tempus Wealth Planning, LLC 0.33% Add +5.7% 5,705 $753K
S.A. Mason LLC 0.45% Add +1.6% 5,695 $751K
L2 Asset Management, LLC 0.25% Add +39.0% 5,687 $750K
Sugarloaf Wealth Management, LLC 0.16% Reduce -2.1% 5,676 $749K
TRUE Private Wealth Advisors 0.09% Add +2.0% 5,656 $746K
Taylor Hoffman Wealth Management 0.32% Reduce -2.8% 5,651 $746K
Lynch Asset Management, Inc. 0.35% No change 5,650 $746K
Union Savings Bank 0.39% Reduce -1.5% 5,650 $746K
Ironwood Financial, llc 0.17% Add +0.6% 5,645 $745K
Summit Financial Strategies, Inc. 0.10% Reduce -2.9% 5,626 $742K
Wells Trecaso Financial Group, LLC 0.26% Reduce -3.4% 5,626 $742K
Westhampton Capital, LLC 0.40% Add +0.0% 5,612 $740K
Human Investing LLC 0.15% Reduce -2.2% 5,608 $740K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -67.8% 5,597 $739K
Argonautica Private Wealth Management, Inc. 0.26% New 5,597 $739K
Certified Advisory Corp 0.10% Reduce -13.3% 5,592 $738K
Members Trust Co 0.02% Reduce -3.3% 5,588 $737K
Sigma Investment Counselors Inc. 0.05% Add +0.7% 5,586 $737K
Westmount Partners, LLC 0.26% Reduce -7.5% 5,567 $735K
OmniStar Financial Group, Inc. 0.67% Reduce -31.8% 5,558 $733K
Alpha Family Trust 0.44% No change 5,555 $733K
Kingfisher Capital LLC 0.18% Add +0.8% 5,546 $732K
Acorn Wealth Advisors, LLC 0.38% Add +10.3% 5,547 $732K
Sound Income Strategies, LLC 0.05% Reduce -22.8% 5,528 $729K
W1M Investment Management Ltd 0.02% Reduce -48.0% 5,520 $728K
Cortland Associates Inc. 0.09% Reduce -2.3% 5,516 $728K
Summit Asset Management, LLC 0.09% No change 5,511 $727K
Salomon & Ludwin, LLC 0.06% Reduce -13.9% 5,506 $727K
Veltria Advisors Corp. 0.19% Add +194.9% 5,500 $726K
Henshaw Capital LLC 0.03% No change 5,500 $726K
First Affirmative Financial Network 0.53% Reduce -2.6% 5,498 $725K
Main Street Research LLC 0.05% Reduce -3.7% 5,462 $725K
Private Capital Management LLC 0.16% Add +4.6% 5,476 $723K
Lakeridge Wealth Management LLC 0.47% Reduce -4.7% 5,475 $722K
Bourne Lent Asset Management Inc. 0.29% No change 5,467 $721K
TrinityBridge Ltd 0.03% Add +9.7% 5,464 $721K
Arbor Trust Wealth Advisors, LLC 0.40% Add +16.4% 5,688 $721K
Defined Wealth Management, LLC 0.52% Add +0.3% 5,459 $720K
Private Ocean, LLC 0.08% Add +5.5% 5,456 $720K
Millennium Capital Advisors, LLC 0.51% No change 5,450 $719K
FourThought Financial Partners, LLC 0.08% Reduce -0.8% 5,442 $718K
Crown Wealth Group, LLC 0.37% Add +25.2% 5,427 $716K
Fca Corp. 0.23% No change 5,421 $715K
Walkner Condon Financial Advisors LLC 0.15% Add +8.2% 5,422 $715K
Nicholas Wealth, LLC. 0.55% Add +21.1% 5,401 $713K
St. Clair Advisors, LLC 0.23% No change 5,386 $711K
MKT Advisors LLC 0.39% Add +8.8% 5,598 $710K
Capital City Trust Co. 0.20% Reduce -0.7% 5,377 $709K
Clayton Financial Group LLC 0.32% New 5,357 $707K
Bath Savings Trust Co 0.07% Reduce -3.3% 5,357 $707K
Tranquility Partners, LLC 0.27% Add +0.7% 5,351 $706K
Roberts Glore & Co. Inc. 0.21% No change 5,349 $706K
South Street Advisors LLC 0.11% Add +13.9% 5,337 $704K
Sawgrass Asset Management LLC 0.08% Reduce -1.4% 5,334 $704K
Hummer Financial Advisory Services Inc 0.58% No change 5,289 $702K
Meridian Financial Partners LLC 0.90% No change 5,604 $701K
Presilium Private Wealth, LLC 0.19% Add +17.0% 5,307 $700K
1900 Wealth Management LLC 0.06% Reduce -25.1% 5,288 $698K
Ignite Planners, LLC 0.19% Reduce -0.7% 5,307 $695K
KLR Investment Advisors, LLC 0.50% Reduce -1.1% 5,475 $695K
Arax Advisory Partners 0.07% Add +4.5% 5,263 $694K
Indiana Trust & Investment Management Co 0.28% Add +2.6% 5,260 $694K
Greenwich Wealth Management LLC 0.06% Reduce -4.2% 5,258 $694K
Syntegra Private Wealth Group, LLC 0.09% Reduce -4.1% 5,246 $692K
Viawealth, LLC 0.43% No change 5,231 $690K
Adero Partners, LLC 0.05% Reduce -12.0% 5,229 $690K
Wayfinding Financial, LLC 0.40% Add +8.9% 5,319 $689K
First United Bank & Trust 0.25% Reduce -2.4% 5,215 $688K
ABLE Financial Group, LLC 0.27% Reduce -0.1% 5,214 $688K
Mendel Capital Management LLC 0.45% Add +25.5% 5,197 $686K
Harbour Trust & Investment Management Co 0.09% Reduce -5.8% 5,179 $683K
Gagnon Securities LLC 0.16% Add +52.0% 5,168 $682K
Clear Creek Financial Management, LLC 0.09% Add +35.5% 5,152 $680K
Hexagon Capital Partners LLC 0.15% Reduce -9.9% 5,138 $678K
Evanson Asset Management, LLC 0.05% Add +0.2% 5,115 $675K
Tsfg, LLC 0.17% Reduce -0.1% 5,109 $674K
Lesa Sroufe & Co 0.64% No change 5,100 $673K
Abel Hall, LLC 0.50% Add +1.7% 5,099 $673K
Cora Capital Advisors LLC 0.36% Add +0.5% 5,098 $673K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +36.2% 5,088 $671K
Fortis Group Advisors, LLC 0.12% Reduce -1.3% 5,056 $667K
Walden Wealth Partners LLC 0.39% No change 5,226 $667K
JGP Global Gestao de Recursos Ltda. 0.43% Reduce -18.2% 5,053 $667K
Steigerwald, Gordon & Koch Inc. 0.08% Add +1.4% 5,046 $666K
Lester Murray Antman dba SimplyRich 0.21% No change 5,021 $663K
O'Brien Greene & Co. Inc 0.22% No change 4,995 $659K
Mayfair Advisory Group, LLC 0.48% Add +3.1% 4,992 $659K
Collective Family Office LLC 0.21% Reduce -8.9% 4,982 $657K
Baader Bank Aktiengesellschaft 0.05% Reduce -31.1% 4,980 $657K
Wrapmanager Inc. 0.18% Add +3.6% 4,975 $657K
Commonwealth Financial Services, LLC 0.15% No change 6,020 $656K
Parisi Gray Wealth Management 0.25% Add +5.2% 4,972 $656K
Cardiff Park Advisors, LLC 0.06% Reduce -1.3% 4,956 $654K
BOS Asset Management, LLC 0.34% Reduce -5.9% 4,951 $653K
Acorn Creek Capital LLC 0.41% Reduce -3.1% 4,931 $651K
Private Portfolio Partners LLC 0.14% Add +7.0% 4,922 $649K
Accel Wealth Management 0.28% Add +1.4% 4,913 $648K
Sovereign Financial Group, Inc. 0.17% Add +12.3% 4,905 $647K
Farmers Trust Co. 0.13% Add +9.4% 4,902 $647K
Fairview Capital Investment Management, LLC 0.04% No change 4,896 $646K
N.E.W. Advisory Services LLC 0.07% Add +29.1% 4,876 $644K
Benchmark Financial Wealth Advisors, LLC 0.25% Add +22.3% 4,876 $643K
Element Wealth, LLC 0.38% Add +7.2% 4,875 $643K
Invenio Wealth Partners LLC 0.35% Reduce -5.9% 4,864 $642K
Cambridge Financial Group, LLC 0.30% Reduce -7.3% 4,858 $641K
Vishria Bird Financial Group, LLC 0.27% Add +41.0% 4,859 $641K
Rise Advisors, LLC 0.34% Add +58.5% 4,857 $641K
Constitution Capital LLC 0.36% Add +34.7% 4,850 $640K
Hudson Edge Investment Partners Inc. 0.12% Reduce -0.2% 4,849 $640K
Pointe Capital Management LLC 0.39% No change 4,847 $640K
Paragon Capital Management Ltd 0.11% Add +0.2% 4,846 $639K
Flynn Zito Capital Management, LLC 0.33% Reduce -1.9% 4,841 $639K
KRS Capital Management, LLC 0.52% Reduce -4.3% 4,839 $639K
Weil Company, Inc. 0.25% Reduce -21.4% 4,823 $636K
Armbruster Capital Management, Inc. 0.14% Reduce -1.7% 4,822 $636K
Wolverine Trading, LLC 0.01% Reduce -64.8% 4,821 $636K
Creative Financial Designs Inc. 0.06% Reduce -0.0% 4,810 $635K
Capital CS Group, LLC 0.64% Add +29.8% 4,805 $634K
Osterweis Capital Management Inc. 0.04% Reduce -13.5% 4,803 $634K
United Bank 0.08% Add +3.0% 4,781 $631K
Westend Capital Management, LLC 0.24% — 4,767 $629K
Acima Private Wealth, LLC 0.23% Reduce -12.5% 4,764 $629K
Sage Private Wealth Group, LLC 0.50% Add +15.2% 4,760 $628K
Eubel Brady & Suttman Asset Management Inc. 0.09% Add +0.1% 4,763 $628K
Laidlaw Wealth Management LLC 0.35% Reduce -55.3% 4,756 $628K
First Merchants Corp. 0.05% Reduce -3.0% 4,754 $627K
Peoples Bank 0.49% Reduce -16.3% 4,745 $626K
DCM Advisors, LLC 0.26% Reduce -56.4% 4,739 $625K
Montchanin Asset Management, LLC 0.62% — 4,733 $625K
Revolve Wealth Partners, LLC 0.11% Add +5.0% 4,733 $625K
Oxbow Advisors, LLC 0.09% Reduce -38.5% 4,732 $624K
Financial Engines Advisors L.L.C. 0.00% Reduce -37.2% 4,715 $624K
Meridian Investment Counsel Inc. 0.21% Reduce -1.4% 4,729 $624K
CIC Wealth, LLC 0.18% Add +0.4% 4,727 $624K
Objective Capital Management, LLC 0.42% Add +0.4% 4,723 $623K
Annandale Capital, LLC 0.14% Reduce -2.4% 4,718 $623K
Houlihan Financial Resource Group, Ltd. 0.28% Add +4.5% 4,714 $622K
Rain Capital Management, LLC 0.42% Add +1.2% 4,713 $622K
TFB Advisors LLC 0.23% Add +139.9% 4,824 $621K
Analyst IMS Investment Management Services Ltd. 0.03% Add +109.4% 4,711 $621K
Fortem Financial Group, LLC 0.27% Reduce -3.6% 4,706 $621K
Summit Wealth & Retirement Planning, Inc. 0.22% Reduce -1.5% 4,693 $619K
Capital Advisors, Ltd. LLC 0.08% Add +3.2% 4,689 $619K
Hurlow Wealth Management Group, Inc. 0.22% Add +0.2% 4,677 $617K
Lumbard & Kellner, LLC 0.30% No change 4,671 $616K
Cottage Street Advisors LLC 0.37% No change 4,670 $616K
VCI Wealth Management LLC 0.42% Reduce -34.7% 4,670 $616K
Johnson Bixby & Associates, LLC 0.11% Reduce -4.1% 4,667 $616K
Southern Capital Advisors, LLC 0.37% Add +6.1% 4,665 $616K
DHJJ Financial Advisors, Ltd. 0.27% No change 4,664 $615K
Cohen Investment Advisors LLC 0.40% Reduce -4.6% 4,662 $615K
Seven Mile Advisory 0.46% Add +0.9% 4,638 $612K
Merriman Wealth Management, LLC 0.03% Add +8.8% 4,606 $611K
Woodley Farra Manion Portfolio Management Inc. 0.03% Add +3.2% 4,605 $611K
First Citizens Financial Corp 0.36% Add +0.8% 4,623 $610K
Hemington Wealth Management 0.22% Reduce -2.1% 4,612 $609K
Beta Wealth Group, Inc. 0.30% Reduce -16.3% 4,606 $608K
TBH Global Asset Management, LLC 0.12% Add +1.1% 4,600 $607K
Angeles Investment Advisors, LLC 0.03% Add +29.9% 4,595 $606K
Holistic Financial Partners 0.31% Reduce -8.8% 4,593 $606K
Wetzel Investment Advisors, Inc. 0.36% Add +11.4% 4,836 $606K
Cornerstone Capital, Inc. 0.06% Reduce -12.8% 4,573 $603K
Sunpointe, LLC 0.67% Add +9.8% 4,539 $602K
Unionview, LLC 0.50% Reduce -12.7% 4,563 $602K
Coastwise Capital Group, LLC 0.56% Reduce -0.3% 4,522 $597K
MBA Advisors LLC 0.31% Reduce -6.9% 4,516 $596K
JGP Wealth Management, LLC 0.09% Reduce -0.6% 4,512 $595K
Dupree Financial Group, LLC 0.28% No change 4,511 $595K
Moser Wealth Advisors, LLC 0.33% Reduce -5.5% 4,505 $594K
Eads & Heald Wealth Management 0.28% Add +0.6% 4,504 $594K
FWL Investment Management, LLC 0.33% Reduce -22.8% 4,478 $591K
Hart & Patterson Financial Group LLC 0.29% Reduce -0.6% 4,478 $591K
Capstone Wealth Management Group, LLC 0.42% Add +0.5% 4,476 $591K
Sax Wealth Advisors, LLC 0.07% Reduce -3.4% 4,476 $591K
McIlrath & Eck, LLC 0.09% Add +8.6% 4,473 $590K
Atlas Capital Advisors Inc. 0.09% Reduce -14.1% 4,470 $590K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -3.1% 4,467 $589K
SOL Capital Management CO 0.07% No change 4,457 $588K
360 Financial, Inc. 0.23% Add +0.0% 4,449 $587K
Mountain Pacific Investment Advisers LLC 0.03% Reduce -6.3% 4,445 $587K
STAR Financial Bank 0.50% Reduce -9.4% 4,444 $586K
Novak & Powell Financial Services, Inc. 0.44% Add +0.3% 4,436 $585K
Coerente Capital Management 0.11% Reduce -5.3% 4,431 $585K
D'Orazio & Associates, Inc. 0.09% Add +2.0% 4,429 $584K
Boyar Asset Management Inc. 0.38% No change 4,426 $584K
Gould Asset Management LLC 0.14% Reduce -1.2% 4,423 $584K
Sendero Wealth Management, LLC 0.10% Add +13.7% 4,422 $583K
Balboa Wealth Partners 0.19% Add +16.8% 4,420 $583K
Centennial Wealth Advisory LLC 0.27% Add +1.7% 4,410 $582K
New Republic Capital, LLC 0.37% Reduce -7.7% 4,384 $582K
Park Edge Advisors, LLC 0.16% Reduce -63.4% 4,404 $581K
X-Square Capital, LLC 0.27% Add +0.1% 4,488 $580K
Premier Fund Managers Ltd 0.02% Reduce -17.0% 4,400 $580K
Capital Market Strategies LLC 0.44% Add +0.1% 4,395 $580K
Regatta Capital Group, LLC 0.13% Reduce -0.1% 4,393 $580K
Marathon Mission, Inc. 0.46% Reduce -3.6% 4,390 $579K
Opal Wealth Advisors, LLC 0.20% Reduce -17.0% 4,388 $579K
Benchmark Investment Advisors LLC 0.46% Add +23.5% 4,369 $577K
First Bancorp, Inc 0.44% Add +2.5% 4,366 $576K
Florida Financial Advisors, LLC 0.42% Reduce -6.5% 4,365 $576K
Morris Financial Concepts, Inc. 0.29% Reduce -2.5% 4,358 $575K
Next Capital Management LLC 0.23% Add +21.5% 4,358 $575K
Berkeley Capital Partners, LLC 0.18% Reduce -73.1% 4,355 $575K
BIP Wealth, LLC 0.04% Add +6.7% 4,352 $574K
Modern Wealth Management, LLC 0.05% Add +9.6% 4,342 $573K
Arkos Global Advisors 0.10% Reduce -10.5% 4,340 $573K
Clare Market Investments LLC 0.18% Reduce -2.9% 4,340 $573K
Howard Wealth Management, LLC 0.47% Add +1.5% 4,338 $572K
Bordeaux Wealth Advisors LLC 0.19% Reduce -5.2% 4,337 $572K
HHM Wealth Advisors, LLC 0.09% Reduce -46.4% 4,318 $570K
Range Financial Group LLC 0.30% Reduce -17.2% 4,318 $570K
Cipher Capital LP 0.26% Add +46.4% 4,313 $569K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.09% Add +1.3% 4,303 $568K
Liberty Capital Management, Inc. 0.14% No change 4,291 $566K
Breed's Hill Capital LLC 0.52% Reduce -6.2% 4,263 $563K
Peachtree Investment Partners, LLC 0.23% Add +6.7% 4,256 $562K
Ssi Investment Management LLC 0.22% Reduce -1.1% 4,255 $561K
Palogic Value Management, L.P. 0.24% No change 4,250 $561K
Greatmark Investment Partners, Inc. 0.08% Add +3.0% 4,238 $559K
Atticus Wealth Management, LLC 0.18% Reduce -11.7% 4,237 $559K
Aire Advisors, LLC 0.13% Add +3.6% 4,223 $558K
Embree Financial Group 0.11% Reduce -6.5% 4,228 $558K
Cognios Beta Neutral Large Cap Fund, LP 0.73% Reduce -18.3% 4,225 $557K
Ategra Capital Management, LLC 0.26% No change 4,222 $557K
Latitude Advisors, LLC 0.35% Reduce -22.9% 4,207 $555K
Aberdeen Wealth Management LLC 0.32% Add +117.7% 4,205 $555K
Benin Management CORP 0.18% Add +5.0% 4,201 $554K
Tilson Financial Group, Inc. 0.30% Reduce -0.1% 4,184 $552K
MRA Advisory Group 0.33% Reduce -11.4% 4,175 $551K
Riverstone Advisors, LLC 0.33% Reduce -1.4% 4,169 $550K
Advisory Alpha, LLC 0.02% Reduce -15.5% 4,168 $550K
Financial Council, LLC 0.33% Add +0.0% 4,168 $550K
Firestone Capital Management 0.15% No change 4,166 $550K
Physician Wealth Advisors, Inc. 0.12% Add +0.1% 4,395 $550K
Norwood Financial Corp 0.79% Add +5.0% 4,159 $549K
Paces Ferry Wealth Advisors, LLC 0.35% Reduce -2.0% 4,146 $547K
Hazlett, Burt & Watson, Inc. 0.33% Add +3.5% 4,151 $547K
American Institute for Advanced Investment Management, LLP 0.43% Reduce -0.6% 4,135 $546K
Dumont & Blake Investment Advisors LLC 0.16% Add +4.7% 4,132 $545K
BKM Wealth Management, LLC 0.23% Add +28.6% 4,119 $544K
Penbrook Management LLC 0.34% Add +13.9% 4,106 $542K
FWG Holdings, LLC 0.29% Add +8.3% 4,159 $542K
JSF Financial, LLC 0.17% Add +0.1% 4,104 $542K
CMG Global Holdings, LLC 0.37% Reduce -0.5% 4,099 $541K
Horan Securities, Inc. 0.26% Add +4.2% 4,097 $541K
Planned Solutions, Inc. 0.27% No change 4,097 $541K
Hoxton Planning & Management, LLC 0.26% Add +4.0% 4,094 $540K
Cannon Financial Strategists, Inc. 0.11% Add +10.3% 4,085 $539K
Tarbox Family Office, Inc. 0.09% Add +40.6% 4,083 $539K
Vista Investment Partners LLC 0.19% Add +0.9% 4,082 $539K
Capital Investment Counsel, Inc 0.09% No change 4,081 $538K
Kinloch Capital, LLC 0.28% Add +82.7% 4,079 $538K
Caitlin John, LLC 0.41% Add +2.0% 4,058 $535K
Panoramic Investment Advisors, LLC 0.39% Reduce -4.3% 4,046 $534K
Oak Asset Management, LLC 0.20% No change 4,045 $534K
McDaniel Terry & Co. 0.05% Add +4.6% 4,043 $533K
Colonial Trust Advisors 0.05% Reduce -6.1% 4,030 $532K
High Falls Advisors, Inc 0.13% Add +4.7% 4,012 $529K
MeadowBrook Investment Advisors LLC 0.50% Reduce -4.8% 4,000 $528K
Legal Advantage Investments, Inc. 0.30% No change 4,000 $528K
Schneider Downs Wealth Management Advisors, LP 0.12% New 3,991 $527K
Wealth Quarterback LLC 0.29% Reduce -13.5% 3,988 $526K
Clearview Wealth Advisors LLC 0.54% Reduce -2.8% 3,983 $526K
Gradient Investments LLC 0.01% Reduce -47.1% 3,977 $525K
Powell Investment Advisors, LLC 0.28% No change 3,950 $524K
Bruce G. Allen Investments, LLC 0.43% Add +0.9% 3,924 $518K
Goldstone Financial Group, LLC 0.12% Add +8.8% 3,907 $516K
Second Line Capital, LLC 0.17% Add +53.3% 3,862 $512K
Financial Partners Group, Inc 0.08% Add +12.4% 3,857 $509K
Wambolt & Associates, LLC 0.15% Reduce -27.6% 3,862 $506K
Paragon Financial Partners, Inc. 0.42% Add +0.0% 3,833 $506K
Affinity Capital Advisors, LLC 0.11% Reduce -4.1% 3,830 $505K
ETF Store, Inc. 0.29% Add +1.8% 3,827 $505K
Grey Fox Wealth Advisors, LLC 0.19% Reduce -4.4% 3,802 $505K
Garrett Wealth Advisory Group, LLC 0.21% No change 3,824 $505K
Consolidated Portfolio Review Corp 0.13% Reduce -1.0% 3,815 $503K
McBroom & Associates, LLC 0.33% Add +37.3% 3,805 $502K
Kozak & Associates, Inc. 0.14% Add +0.6% 3,836 $502K
Pin Oak Investment Advisors Inc. 0.48% Reduce -2.1% 3,800 $501K
Silvia McColl Wealth Management, LLC 0.43% No change 3,945 $500K
Grandview Asset Management LLC 0.23% Add +1.3% 3,790 $500K
Heritage Financial Services, LLC 0.07% Reduce -2.1% 3,781 $499K
AllSquare Wealth Management LLC 0.29% No change 3,749 $495K
Lansing Street Advisors 0.22% New 3,747 $494K
Seed Wealth Management, Inc. 0.47% No change 3,770 $494K
Financial Strategies Group, Inc. 0.13% Reduce -3.9% 3,891 $493K
Tortoise Investment Management, LLC 0.06% Reduce -1.0% 3,731 $492K
Stonehearth Capital Management, LLC 0.22% No change 3,731 $492K
Seizert Capital Partners, LLC 0.02% No change 3,720 $491K
O'Keefe Stevens Advisory, Inc. 0.16% No change 3,716 $490K
Aspen Grove Capital, LLC 0.14% Add +23.4% 3,689 $490K
Palumbo Wealth Management LLC 0.22% Reduce -6.0% 3,703 $489K
Schrum Private Wealth Management LLC 0.44% Add +93.5% 3,695 $488K
MBE Wealth Management, LLC 0.30% Reduce -11.9% 3,692 $487K
Piedmont Capital Management, LLC 0.33% Add +0.0% 3,741 $487K
MBM Wealth Consultants, LLC 0.17% No change 3,658 $485K
Castle Wealth Management LLC 0.25% Reduce -0.5% 3,657 $485K
Stanley-Laman Group, Ltd. 0.06% No change 3,678 $485K
Ironwood Investment Management LLC 0.24% No change 3,671 $484K
GPS Wealth Strategies Group, LLC 0.08% Add +0.4% 3,656 $482K
One Plus One Wealth Management, LLC 0.28% No change 3,655 $482K
Northwest Quadrant Wealth Management, LLC 0.12% Add +0.3% 3,647 $481K
Vest Financial, LLC 0.01% New 3,646 $481K
Dakota Community Bank & Trust NA 2.60% Add +1.3% 3,641 $480K
Ballast, Inc. 0.15% No change 3,637 $480K
Bluesphere Advisors LLC 0.27% Add +0.1% 3,637 $480K
Signal Advisors Wealth, LLC 0.12% Add +36.9% 3,635 $480K
PFS Partners, LLC 0.32% Add +0.5% 3,632 $479K
West Bancorporation Inc. 0.31% Add +0.4% 3,625 $478K
Centurion Wealth Management LLC 0.19% Reduce -4.3% 3,623 $478K
Manchester Financial Inc. 0.12% Add +5.8% 3,620 $478K
Per Stirling Capital Management, LLC. 0.08% Reduce -2.1% 3,615 $477K
Somerset Group LLC 0.45% No change 3,613 $477K
Muirfield Wealth Advisors LLC 0.46% Add +0.7% 3,612 $477K
Arcataur Capital Management LLC 0.17% No change 3,611 $476K
American Trust Investment Advisors, LLC 0.23% Reduce -4.8% 3,608 $476K
Alexander Labrunerie & Co., Inc. 0.27% — 3,605 $476K
AdvisorShares Investments LLC 0.09% New 3,600 $475K
PFC Capital Group, Inc. 0.26% Reduce -1.1% 3,605 $475K
Tradition Wealth Management, LLC 0.05% Add +0.2% 3,597 $475K
Fogel Capital Management, Inc. 0.28% Add +12.1% 3,719 $474K
First Personal Financial Services 0.11% Reduce -5.8% 3,593 $474K
Bank of Stockton 0.15% Add +1.2% 3,592 $474K
Joule Financial, LLC 0.20% Add +9.6% 3,570 $474K
Northwest Financial Advisors 0.52% Reduce -1.7% 3,579 $472K
Financial Management Professionals, Inc. 0.07% Reduce -3.1% 3,578 $472K
Verity & Verity, LLC 0.05% Reduce -0.8% 3,577 $472K
Warwick Investment Management, Inc. 0.11% Add +29.4% 3,573 $471K
Mittelman Wealth Management 0.32% — 3,572 $471K
Birchcreek Wealth Management, LLC 0.25% Add +2.7% 3,570 $471K
Legacy Advisory Services, LLC 0.45% Reduce -1.6% 3,568 $471K
Pennsylvania Capital Management Inc. 0.19% Add +12.8% 3,568 $471K
Gemmer Asset Management LLC 0.05% Add +14.6% 3,567 $471K
Smallwood Wealth Investment Management, LLC 0.36% No change 3,556 $469K
Keating Investment Counselors Inc. 0.15% Reduce -31.6% 3,553 $469K
Willow Creek Wealth Management Inc. 0.05% Add +0.6% 3,553 $469K
Aerodigm Wealth, LLC 0.19% New 3,547 $468K
Prentiss Smith & Co. Inc. 0.33% Reduce -5.3% 3,540 $467K
Hollow Brook Wealth Management LLC 0.17% No change 3,530 $466K
Emergent Wealth Advisors, LLC 0.40% Reduce -1.1% 3,530 $466K
ORBA Wealth Advisors, L.L.C. 0.26% Add +13.0% 3,527 $465K
Marks Group Wealth Management, Inc 0.05% No change 3,524 $465K
Omnia Family Wealth, LLC 0.22% Add +1.3% 3,498 $464K
Viewpoint Capital Management LLC 0.29% No change 3,517 $464K
Jag Capital Management, LLC 0.07% No change 3,516 $464K
Gardner Russo & Quinn 0.00% Reduce -7.7% 3,513 $464K
Capital Advisors Wealth Management, LLC 0.10% Add +0.4% 3,509 $463K
Cairn Investment Group, Inc. 0.27% No change 3,500 $462K
Santori & Peters, Inc. 0.20% Add +0.8% 3,500 $462K
Knights of Columbus Asset Advisors LLC 0.03% Reduce -40.9% 3,500 $462K
Montz Harcus Wealth Management LLC 0.31% Reduce -4.6% 3,495 $461K
Titleist Asset Management, LLC 0.08% Add +17.6% 3,494 $461K
Wealth Advisory Solutions, LLC 0.12% New 3,493 $461K
Verus Financial Partners, Inc. 0.05% No change 3,487 $460K
Amarillo National Bank 0.09% No change 3,485 $460K
Verum Partners LLC 0.16% Add +13.7% 3,464 $457K
VestGen Investment Management 0.14% Add +8.5% 3,459 $456K
Cahaba Wealth Management, Inc. 0.04% Add +0.2% 3,456 $456K
Jackson Creek Investment Advisors LLC 0.16% Reduce -0.7% 3,456 $456K
Instrumental Wealth, LLC 0.20% Add +8.4% 3,614 $456K
Trust Co. of Oklahoma 0.16% Reduce -0.9% 3,453 $456K
Taurus Asset Management, LLC 0.05% Add +4.4% 3,449 $455K
Summit Wealth Group, LLC 0.31% Add +0.1% 3,445 $455K
Sterling Wealth Management, Inc. 0.23% No change 3,444 $454K
Prelude Capital Management, LLC 0.03% Reduce -76.3% 3,442 $454K
Laraway Financial Advisors Inc 0.40% No change 3,442 $454K
McLean Asset Management Corp 0.16% Reduce -0.3% 3,584 $454K
Aviso Wealth Management 0.29% Reduce -3.8% 3,438 $454K
Almanack Investment Partners, LLC. 0.08% Add +7.5% 3,429 $452K
BlackDiamond Wealth Management, LLC 0.32% Add +2.2% 3,425 $452K
Teza Capital Management LLC 0.06% Reduce -84.1% 3,411 $450K
Quantum Portfolio Management LLC 0.26% Reduce -16.5% 3,410 $450K
Prosperity Financial Group, Inc. 0.28% Add +5.2% 3,410 $450K
PAX Financial Group, LLC 0.09% Add +10.2% 3,408 $450K
Dempze Nancy E 0.34% Reduce -5.9% 3,405 $449K
One Charles Private Wealth Services, LLC 0.20% Add +8.5% 3,405 $449K
Elwood & Goetz Wealth Advisory Group, LLC 0.11% Add +13.3% 3,402 $449K
Eagle Wealth Strategies LLC 0.36% Add +0.2% 3,424 $449K
Cypress Wealth Services, LLC 0.10% Add +58.6% 3,398 $448K
Sand Hill Global Advisors, LLC 0.02% Add +1.0% 3,389 $447K
Lockerman Financial Group, Inc. 0.85% Add +6.2% 3,382 $446K
Liberty Wealth Management LLC 0.09% Reduce -6.1% 3,381 $446K
Dillon & Associates Inc. 0.07% Reduce -2.2% 3,376 $446K
Beacon Financial Strategies CORP 0.32% Add +0.1% 3,380 $446K
Greenline Partners, LLC 0.07% No change 3,379 $446K
WMG Financial Advisors, LLC 0.25% New 3,373 $445K
Scholtz & Company, LLC 0.20% Reduce -45.0% 3,372 $445K
Security National Bank of Sioux City Iowa 0.31% Reduce -2.2% 3,369 $445K
Baker Boyer National Bank 0.15% Reduce -10.5% 3,356 $443K
Weaver Consulting Group 0.16% No change 3,342 $441K
Amplius Wealth Advisors, LLC 0.05% Reduce -4.4% 3,339 $441K
Bedell Frazier Investment Counselling, LLC 0.11% No change 3,338 $440K
SkyOak Wealth, LLC 0.11% Add +3.2% 3,336 $440K
Cohen & Steers, Inc. 0.00% Add +22.1% 3,332 $440K
Gateway Wealth Partners, LLC 0.16% Reduce -4.4% 3,329 $439K
Jacobsen Capital Management 0.20% Add +6.1% 3,325 $439K
McCollum Christoferson Group LLC 0.13% No change 3,325 $439K
Goldstein Advisors, LLC 0.07% Reduce -1.0% 3,323 $438K
Pasadena Private Wealth, LLC 0.10% No change 3,310 $437K
Pine Harbor Wealth Management, LLC 0.27% Reduce -0.9% 3,306 $436K
Talisman Wealth Advisors LLC 0.55% Reduce -1.7% 3,296 $435K
Goepper Burkhardt LLC 0.20% Reduce -2.9% 3,341 $435K
Perritt Capital Management Inc 0.23% Reduce -9.2% 3,288 $434K
49 Wealth Management, LLC 0.09% Add +26.8% 3,309 $433K
Outlook Wealth Advisors, LLC 0.13% Add +20.4% 3,282 $433K
Perennial Advisors, LLC 0.10% No change 3,274 $432K
Rice Partnership, LLC 0.10% Add +15.8% 3,271 $432K
USA Financial Formulas 0.07% Add +757.6% 3,259 $430K
Traveka Wealth, LLC 0.20% Add +7.1% 3,241 $428K
Highlander Partners, L.P. 0.30% New 3,300 $428K
Smith Shellnut Wilson LLC 0.23% Reduce -5.8% 3,239 $427K
Piscataqua Savings Bank 0.38% Reduce -7.3% 3,237 $427K
Tactive Advisors, LLC 0.23% Add +31.7% 3,233 $427K
Gibson Capital, LLC 0.09% No change 3,230 $426K
Armstrong Henry H Associates Inc. 0.04% Add +6.3% 3,223 $425K
Cynosure Group, LLC 0.08% Reduce -88.9% 3,221 $425K
First National Bank Sioux Falls 0.23% No change 3,216 $424K
Waterloo Capital, L.P. 0.05% Reduce -19.8% 3,212 $424K
Waterford Advisors, LLC 0.18% No change 3,208 $423K
Osborne Partners Capital Management, LLC 0.03% Reduce -3.4% 3,206 $423K
Dynamic Technology Lab Private Ltd 0.05% New 3,207 $423K
Semus Wealth Partners LLC 0.36% Reduce -10.2% 3,204 $423K
Summitry LLC 0.02% Add +7.5% 3,203 $423K
United Advisor Group, LLC 0.16% New 3,199 $422K
Foster Group, Inc. 0.02% Reduce -5.1% 3,196 $422K
Invst, LLC 0.05% Add +48.1% 3,208 $420K
Five Oceans Advisors 0.21% Add +1.5% 3,155 $416K
Barometer Capital Management Inc. 0.11% New 3,200 $414K
Carmel Capital Partners, LLC 0.17% Add +1.1% 3,132 $413K
Castle Rock Wealth Management, LLC 0.11% Reduce -0.2% 3,206 $413K
MinichMacGregor Wealth Management, LLC 0.11% Reduce -21.3% 3,146 $412K
Private Client Services, LLC 0.28% Add +8.3% 3,115 $411K
FFT Wealth Management LLC 0.04% Add +11.6% 3,104 $410K
Kennedy Investment Group, Inc. 0.22% Add +21.0% 3,102 $409K
Gerber, LLC 0.34% Add +5.7% 3,095 $408K
Truvestments Capital LLC 0.16% Reduce -2.5% 3,093 $408K
Integral Investment Advisors, Inc. 0.17% New 3,096 $408K
RTD Financial Advisors, Inc. 0.05% Reduce -3.2% 3,087 $407K
Source Financial Advisors LLC 0.12% Add +2.4% 3,083 $407K
Mosaic Family Wealth Partners, LLC 0.07% Add +2.9% 3,083 $407K
Veery Capital, LLC 0.17% Add +0.5% 3,082 $407K
Fi3 FINANCIAL ADVISORS, LLC 0.19% Add +26.4% 3,189 $407K
Rosenberg Matthew Hamilton 0.12% Reduce -7.6% 3,091 $405K
Lane & Associates LLC 0.25% Reduce -30.8% 3,066 $405K
Cascade Investment Group, Inc. 0.30% No change 3,050 $403K
Tandem Investment Advisors, Inc. 0.02% Add +35.8% 3,044 $402K
Quantum Financial Advisors, LLC 0.07% Reduce -2.3% 3,040 $401K
Revisor Wealth Management LLC 0.18% New 3,331 $400K
Unio Capital LLC 0.18% No change 3,033 $400K
EPG Wealth Management LLC 0.10% No change 3,026 $399K
Adamsbrown Wealth Consultants LLC 0.16% Reduce -2.8% 3,020 $398K
Mainstay Capital Management LLC 0.08% Add +0.2% 3,018 $398K
Fluent Financial, LLC 0.22% Reduce -1.9% 3,014 $398K
Intergy Private Wealth, LLC 0.16% Add +0.2% 3,013 $398K
Westside Investment Management, Inc. 0.10% Reduce -5.8% 3,012 $398K
Fox Run Management, L.L.C. 0.09% Reduce -49.4% 3,005 $397K
Valley Financial Group, Inc. 0.30% Add +0.8% 3,003 $396K
Robotti Robert 0.05% No change 3,000 $396K
InTrack Investment Management Inc 0.29% Reduce -22.2% 2,993 $395K
New Century Financial Group, LLC 0.27% Add +0.8% 2,987 $394K
Summit X, LLC 0.10% Add +3.5% 2,985 $393K
GTS Securities LLC 0.01% Reduce -93.0% 2,976 $393K
Palisade Capital Management, LP 0.01% Reduce -11.7% 2,970 $392K
Strait & Sound Wealth Management LLC 0.22% Add +6.7% 3,101 $391K
Brown Capital Management LLC 0.01% No change 2,963 $391K
Delta Wealth Advisors LLC 0.40% — 2,957 $390K
Cooper/Haims Advisors, LLC 0.23% No change 2,956 $390K
TriaGen Wealth Management LLC 0.16% No change 2,948 $389K
Hills Bank & Trust Co 0.03% Add +70.8% 2,941 $388K
Teamwork Financial Advisors, LLC 0.06% Reduce -22.6% 2,940 $388K
Beam Wealth Advisors, Inc. 0.23% Add +4.5% 2,939 $388K
Ballew Advisors, Inc 0.27% Add +0.5% 3,035 $385K
Reik & Co., LLC 0.10% No change 2,914 $385K
Mosley Wealth Management 0.36% Reduce -4.7% 2,913 $384K
PSI Advisors, LLC 0.14% Reduce -5.8% 2,909 $384K
Fullerton Fund Management Co Ltd. 0.02% New 2,909 $384K
waypoint wealth counsel 0.30% Add +2.9% 2,907 $384K
Kapitalo Investimentos Ltda 0.08% New 2,904 $383K
Mattern Capital Management, LLC 0.05% Add +11.5% 2,903 $383K
Private Wealth Management Group, LLC 0.17% Reduce -2.3% 2,901 $383K
Merrion Investment Management Co, LLC 0.27% No change 2,900 $383K
Prostatis Group LLC 0.14% Reduce -5.5% 2,894 $382K
NSI Retail Advisors, LLC 0.06% Reduce -14.8% 2,888 $381K
Campbell Wealth Management 0.04% Add +52.7% 2,890 $381K
Advisors Preferred, LLC 0.06% Reduce -31.7% 2,901 $380K
White Lighthouse Investment Management Inc. 0.08% No change 2,879 $380K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -6.6% 2,877 $380K
Braun-Bostich & Associates Inc. 0.32% Reduce -10.3% 2,875 $379K
Blue Square Asset Management, LLC 0.26% No change 2,873 $379K
Black Diamond Financial, LLC 0.10% No change 3,473 $379K
William Allan Corp 0.25% Reduce -0.2% 2,866 $378K
Glass Jacobson Investment Advisors llc 0.14% Reduce -9.6% 2,862 $378K
Kohmann Bosshard Financial Services, LLC 0.05% No change 2,862 $378K
Matrix Asset Advisors Inc. 0.05% Reduce -12.9% 2,862 $378K
Skyline Advisors, Inc. 0.17% Add +7.6% 2,862 $378K
Eclectic Associates Inc. 0.17% Reduce -4.3% 2,859 $377K
HFG Advisors, Inc. 0.33% Reduce -3.3% 2,857 $377K
Motive Wealth Advisors 0.23% New 2,854 $377K
Thrive Capital Management, LLC 0.20% Reduce -21.7% 2,852 $376K
Savvy Advisors, Inc. 0.22% New 2,850 $376K
Significant Wealth Partners LLC 0.25% Reduce -83.5% 2,849 $376K
Hohimer Wealth Management, LLC 0.09% New 2,844 $375K
Droms Strauss Advisors Inc. /Mo/ 0.14% Reduce -0.1% 2,841 $375K
Eisler Capital (UK) Ltd. 0.05% Reduce -90.6% 2,836 $374K
Winning Points Advisors, LLC 0.57% No change 3,422 $373K
Corus Family Wealth Advisors 0.32% Add +0.2% 2,822 $372K
Maryland Capital Advisors Inc. 0.23% No change 2,820 $372K
Oliver Lagore Vanvalin Investment Group 0.11% No change 2,819 $372K
LJI Wealth Management, LLC 0.10% Add +0.3% 2,815 $371K
Gradient Capital Advisors, LLC 0.14% Reduce -4.9% 2,812 $371K
Harvey Capital Management Inc. 0.11% No change 2,800 $369K
BlueChip Wealth Advisors LLC 0.24% No change 2,795 $369K
Menard Financial Group LLC 0.31% Add +4.2% 2,791 $368K
Intrinsic Value Partners, LLC 0.39% Reduce -34.2% 2,789 $368K
Detalus Advisors, LLC 0.13% Add +0.1% 2,771 $366K
Page Arthur B 0.38% No change 2,768 $365K
FirstPurpose Wealth LLC 0.13% Add +0.2% 2,880 $365K
Chickasaw Capital Management LLC 0.02% Add +6.3% 2,757 $364K
Buckhead Capital Management LLC 0.12% Reduce -13.9% 2,755 $363K
Spinnaker Investment Group, LLC 0.10% Add +1.5% 2,754 $363K
Saiph Capital, LLC 0.17% Add +21.0% 2,753 $363K
Warren Street Wealth Advisors, LLC 0.18% Add +27.1% 2,752 $363K
Calton & Associates, Inc. 0.18% Reduce -33.2% 2,729 $360K
Steele Capital Management, Inc. 0.02% No change 2,710 $360K
Arthur M. Cohen & Associates, LLC 0.08% Add +3.4% 2,725 $360K
Cadent Capital Advisors, LLC 0.14% Reduce -7.1% 2,704 $357K
American Trust 0.03% Reduce -40.0% 2,702 $357K
WealthPlan Investment Management, LLC 0.05% New 2,701 $356K
Chiron Capital Management, LLC 0.32% Reduce -10.0% 2,700 $356K
Kellett Wealth Advisors, LLC 0.25% Add +0.1% 2,700 $356K
Powers Advisory Group, LLC 0.20% Reduce -7.4% 2,697 $356K
Walker Asset Management, LLC 0.24% Add +0.6% 2,697 $356K
JMG Financial Group, Ltd. 0.01% Reduce -1.5% 2,696 $356K
Quad-Cities Investment Group, LLC 0.21% Add +0.4% 2,696 $356K
Noble Family Wealth, LLC 0.10% No change 2,691 $355K
Carson Advisory Inc. 0.25% Add +2.5% 2,690 $355K
MPS Loria Financial Planners, LLC 0.12% Add +0.2% 2,686 $355K
Financial Freedom, LLC 0.21% Add +0.3% 2,686 $354K
Meridian Wealth Partners, LLC 0.06% Add +5.2% 2,684 $354K
Elmwood Wealth Management, Inc. 0.15% Add +21.2% 2,679 $353K
Triad Investment Management 0.43% No change 2,675 $353K
Northside Capital Management, LLC 0.06% No change 2,670 $352K
Bell Investment Advisors, Inc 0.07% Reduce -0.3% 2,667 $352K
Triune Financial Partners, LLC 0.12% Add +0.6% 2,665 $352K
Spectrum Wealth Counsel, LLC 0.04% Reduce -4.9% 2,655 $350K
Whitegate Investment Counselors, Inc. 0.10% Add +0.5% 2,651 $350K
Blue Barn Wealth, LLC 0.20% Reduce -20.5% 2,650 $350K
Smithbridge Asset Management Inc. 0.07% No change 2,639 $348K
Guardian Capital Advisors LP 0.04% Add +22.0% 2,774 $348K
Kuhn & Co Investment Counsel 0.33% No change 2,635 $348K
CFO4Life Group, LLC 0.06% Reduce -5.6% 2,633 $347K
Grant Street Asset Management, Inc. 0.11% Reduce -0.0% 2,627 $347K
Cardinal Strategic Wealth Guidance 0.13% Reduce -15.7% 2,625 $346K
Nexus Investment Management ULC 0.03% No change 2,625 $346K
Lorne Steinberg Wealth Management Inc. 0.11% No change 2,623 $346K
Riversedge Advisors, LLC 0.09% Add +5.3% 2,617 $345K
OneAscent Wealth Management LLC 0.13% New 2,601 $345K
Avaii Wealth Management, LLC 0.20% Reduce -10.1% 2,613 $345K
NWK Group, Inc. 0.16% No change 2,600 $343K
Zega Financial, LLC 0.15% New 2,600 $343K
Astoria Portfolio Advisors LLC. 0.13% Reduce -7.7% 2,719 $343K
KWB Wealth 0.05% Add +0.4% 2,598 $343K
Obsidian Personal Planning Solutions LLC 0.22% Add +2.0% 2,649 $342K
LWM Advisory Services, LLC 0.27% Reduce -1.1% 2,592 $342K
Arkfeld Wealth Strategies, L.L.C. 0.19% Add +0.1% 2,697 $342K
NDVR, Inc. 0.32% Reduce -1.9% 2,562 $338K
Aspen Wealth Strategies, LLC 0.23% Reduce -3.4% 2,561 $338K
Endowment Wealth Management, Inc. 0.25% Reduce -3.0% 2,558 $338K
Cedrus LLC 0.18% Reduce -24.4% 2,554 $337K
Penobscot Wealth Management 0.21% Add +3.0% 2,543 $336K
LRI Investments, LLC 0.08% — 2,541 $335K
Destiny Wealth Partners, LLC 0.06% Reduce -1.5% 2,540 $335K
Van Leeuwen & Company, LLC 0.17% Add +21.2% 2,538 $335K
Fort, L.P. 0.84% Reduce -9.6% 2,537 $335K
Monument Group Wealth Advisors, LLC 0.25% New 2,530 $334K
Marshall Financial Group, LLC 0.10% Reduce -8.2% 2,527 $333K
PGIM Custom Harvest LLC 0.01% New 2,526 $333K
Peak Financial Management, Inc. 0.11% New 2,521 $333K
Duncan Williams Asset Management, LLC 0.30% — 2,519 $332K
Texas Capital Bancshares Inc 0.15% Reduce -40.6% 2,515 $332K
Landaas & Co. /Wi 0.11% Add +33.0% 2,513 $331K
Davis Capital Management 0.29% Add +29.9% 2,521 $330K
Lazari Capital Management, Inc. 0.18% Add +4.8% 2,502 $330K
Independent Investors Inc. 0.08% Reduce -1.0% 2,500 $330K
Conestoga Capital Advisors, LLC 0.00% No change 2,500 $330K
Triton Wealth Management, PLLC 0.23% Add +13.0% 2,601 $330K
Kelman-Lazarov, Inc. 0.06% Add +0.2% 2,496 $329K
Fagan Associates, Inc. 0.06% Add +4.2% 2,495 $329K
Lodestar Private Asset Management LLC 0.05% Add +1.1% 2,492 $329K
ERn Financial, LLC 0.06% No change 2,482 $328K
World Investment Advisors 0.05% Reduce -50.5% 2,052 $328K
EdgeRock Capital LLC 0.26% Add +4.1% 2,464 $327K
Lion Street Advisors, LLC 0.13% No change 2,996 $327K
Wealthstream Advisors, Inc. 0.12% Reduce -37.8% 2,473 $326K
Community Bank of Raymore 0.15% No change 2,465 $325K
Investment Research & Advisory Group, Inc. 0.15% No change 2,462 $325K
Breakwater Investment Management 0.15% — 2,461 $325K
C2C Wealth Management, LLC 0.32% Reduce -58.0% 2,458 $324K
Swisher Financial Concepts, Inc. 0.28% No change 2,575 $324K
Wallington Asset Management, LLC 0.05% No change 2,456 $324K
Petrus Trust Company, LTA 0.03% Reduce -56.1% 2,454 $324K
Integris Wealth Management, LLC 0.09% Reduce -2.4% 2,454 $324K
Marshall & Sullivan Inc. 0.16% No change 2,450 $323K
Tyler-Stone Wealth Management 0.14% Add +21.8% 2,448 $323K
Independent Wealth Network Inc. 0.15% Reduce -9.2% 2,443 $322K
American Money Management, LLC 0.07% Reduce -2.0% 2,442 $322K
Sandy Cove Advisors, LLC 0.15% Reduce -11.9% 2,434 $321K
One Day In July LLC 0.04% Add +8.1% 2,432 $321K
Cahill Financial Advisors Inc. 0.04% Add +26.9% 2,431 $321K
Sciencast Management LP 0.20% Reduce -63.3% 2,429 $321K
Waypoint Capital Advisors, LLC 0.08% Add +3.5% 2,427 $320K
ICA Group Wealth Management, LLC 0.06% Reduce -2.3% 2,423 $320K
NFSG Corp 0.14% Reduce -0.6% 2,419 $319K
CWS Financial Advisors, LLC 0.13% Reduce -32.8% 2,419 $319K
Falcon Wealth Planning 0.05% Add +1.4% 2,412 $318K
Legacy Bridge, LLC 0.19% No change 2,406 $317K
Apeiron RIA LLC 0.09% Add +4.9% 2,402 $317K
Baron Wealth Management LLC 0.17% Reduce -11.3% 2,400 $317K
FSA Advisors, Inc. 0.34% Add +20.1% 2,399 $317K
Lantern Wealth Advisors, LLC 0.22% Add +6.8% 2,370 $313K
Bay Rivers Group 0.17% No change 2,368 $312K
New England Capital Financial Advisors LLC 0.18% Add +0.6% 2,361 $312K
Wealth Advisors of Iowa, LLC 0.19% Add +0.5% 2,359 $311K
Towerpoint Wealth, LLC 0.16% Reduce -0.2% 2,351 $310K
Krane Funds Advisors LLC 0.01% New 2,379 $310K
Gray Wealth Management Inc. 0.14% Add +9.3% 2,346 $310K
International Private Wealth Advisors LLC 0.60% New 2,345 $309K
Bellecapital International Ltd. 0.07% No change 2,340 $309K
Security National Bank of So Dak 0.19% Reduce -0.4% 2,339 $309K
Ballast Advisors LLC 0.10% Reduce -20.9% 2,337 $308K
Eagle Bluffs Wealth Management LLC 0.19% Reduce -0.1% 2,320 $308K
NovaPoint Capital, LLC 0.11% Reduce -2.4% 2,323 $306K
Trust Co 0.04% Reduce -12.6% 2,318 $306K
WestHill Financial Advisors, Inc. 0.08% Add +16.9% 2,315 $305K
Pathway Financial Advisors LLC 0.08% Add +17.5% 2,308 $305K
Blue Bell Private Wealth Management, LLC 0.07% Reduce -1.8% 2,306 $304K
Vanguard Capital Wealth Advisors 0.21% Add +0.2% 2,305 $304K
WR Wealth Planners, LLC 0.09% Add +5.1% 2,301 $304K
Fiducient Advisors LLC 0.06% Reduce -49.4% 2,287 $304K
Blume Capital Management, Inc. 0.07% Reduce -4.2% 2,300 $303K
CAP Partners, LLC 0.27% Add +4.8% 2,292 $302K
American Investment Services, Inc. 0.05% New 2,290 $302K
D. Scott Neal, Inc. 0.20% No change 2,270 $301K
Members Capital Advisors Inc. 0.85% No change 2,283 $301K
Carolinas Wealth Consulting LLC 0.06% Reduce -86.8% 2,270 $301K
Derbend Asset Management 0.15% New 2,280 $301K
Pavion Blue Capital, LLC 0.15% Reduce -3.1% 2,278 $301K
Oarsman Capital, Inc. 0.07% Add +5.4% 2,270 $300K
SRH Advisors, LLC 0.09% No change 2,267 $299K
Northstar Asset Management Inc. 0.05% Reduce -8.1% 2,266 $299K
Armstrong Advisory Group, Inc. 0.03% No change 2,733 $298K
Threadgill Financial, LLC 0.13% Add +10.3% 2,256 $298K
Ullmann Wealth Partners Group, LLC 0.04% Add +9.7% 2,248 $297K
SL Advisors, LLC 0.58% Add +1.7% 2,247 $296K
One Wealth Management Investment & Advisory Services, LLC 0.12% Reduce -4.2% 2,241 $296K
Valued Retirements, Inc. 0.47% No change 2,236 $295K
Silver Coast Investments LLC 0.12% Reduce -5.7% 2,234 $295K
Strategic Financial Concepts, LLC 0.07% Add +12.8% 2,225 $294K
TAP Consulting, LLC 0.06% Add +7.0% 2,212 $292K
TrueWealth Advisors, LLC 0.11% Add +9.3% 2,210 $292K
Granite Bay Wealth Management, LLC 0.17% Reduce -98.4% 2,207 $291K
Bowen Hanes & Co. Inc. 0.01% Reduce -3.8% 2,204 $291K
Starfox Financial Services, LLC 0.25% No change 2,306 $291K
Bank of Nova Scotia Trust Co. 0.03% No change 2,200 $290K
Deltec Asset Management LLC 0.06% No change 2,198 $290K
McClarren Financial Advisors, Inc. 0.21% Add +0.7% 2,197 $290K
Advisor Resource Council 0.12% Reduce -57.1% 2,599 $289K
WCM Investment Management, LLC 0.00% Add +8.6% 2,189 $289K
Advanced Asset Management Advisors Inc 0.07% Reduce -4.5% 2,188 $289K
Pinnacle Wealth Management Group, Inc. 0.21% No change 2,184 $288K
Ewa, LLC 0.13% New 2,213 $288K
Smith & Howard Wealth Management, LLC 0.09% Reduce -57.0% 2,181 $288K
Paladin Advisory Group, LLC 0.23% No change 2,196 $288K
Alpha Financial Partners LLC 0.26% Reduce -14.2% 2,180 $288K
Gsa Capital Partners LLP 0.02% New 2,173 $287K
Syntax Research, Inc. 0.22% No change 2,175 $287K
Rollins Financial Advisors, LLC 0.05% New 2,171 $286K
Alaska Wealth Advisors, LLC 0.04% Reduce -4.4% 2,164 $286K
Planning Center, Inc. 0.06% No change 2,163 $285K
Tamar Securities, LLC 0.05% Add +0.3% 2,161 $285K
DLK Investment Management, LLC 0.12% No change 2,158 $285K
Centerpoint Advisors, LLC 0.11% Reduce -5.0% 2,152 $284K
Alterna Wealth Management, Inc. 0.23% No change 2,152 $284K
NBW Capital LLC 0.06% Add +0.1% 2,152 $284K
TD Capital Management LLC 0.03% Add +0.2% 2,148 $283K
Capital Insight Partners, LLC 0.05% Reduce -0.4% 2,147 $283K
Norway Savings Bank 0.12% Reduce -3.4% 2,145 $283K
Consilio Wealth Advisors, LLC 0.13% New 2,145 $283K
O'Brien Wealth Partners LLC 0.07% Reduce -0.7% 2,141 $283K
Aspire Capital Advisors LLC 0.09% Reduce -1.2% 2,135 $282K
Harvest Investment Services, LLC 0.11% Add +2.4% 2,130 $281K
First Wilshire Securities Management Inc. 0.08% No change 2,131 $281K
Meritage Group LP 0.01% Reduce -25.8% 2,133 $281K
Partnership Wealth Management, LLC 0.20% No change 2,125 $280K
KFG Wealth Management, LLC 0.12% No change 2,125 $280K
Lewis Asset Management, LLC 0.23% Add +5.1% 2,124 $280K
Strategic Family Wealth Counselors, L.L.C. 0.11% No change 2,119 $280K
ShankerValleau Wealth Advisors, Inc. 0.13% No change 2,107 $278K
Sterling Financial Planning, Inc. 0.11% No change 2,104 $278K
Northwest Wealth Management, LLC 0.08% Reduce -2.8% 2,096 $277K
Aletheian Wealth Advisors LLC 0.15% New 2,096 $277K
Investment Advisory Group, LLC 0.11% Add +1.4% 2,093 $276K
Fortis Advisors, LLC 0.18% Reduce -36.9% 2,083 $275K
Legacy Edge Advisors, LLC 0.06% Add +0.6% 2,078 $274K
Mraz, Amerine & Associates, Inc. 0.05% No change 2,076 $274K
Pegasus Partners Ltd. 0.03% Reduce -12.6% 2,069 $273K
Hutchinson Capital Management 0.06% Add +0.5% 2,067 $273K
Guild Investment Management, Inc. 0.35% Add +0.1% 2,067 $273K
Cabot Wealth Management Inc. 0.04% Add +0.7% 2,066 $273K
Canvas Wealth Advisors, LLC 0.09% Add +15.4% 2,172 $272K
Sharp Wealth Advisory, LLC 0.25% Reduce -6.8% 2,060 $272K
Juncture Wealth Strategies, LLC 0.12% New 2,059 $272K
Security Financial Services, INC. 0.06% Add +7.9% 2,054 $271K
Evolution Wealth Advisors, LLC 0.05% Reduce -5.6% 2,054 $271K
Aua Capital Management, LLC 0.16% Add +1.0% 2,051 $271K
Wade Financial Advisory, Inc 0.10% No change 2,050 $271K
Firethorn Wealth Partners, LLC 0.16% Reduce -0.3% 2,050 $270K
Triad Wealth Partners, LLC 0.21% — 2,045 $270K
Isthmus Partners, LLC 0.03% No change 2,042 $269K
Bond & Devick Financial Network, Inc. 0.15% Reduce -1.5% 2,036 $269K
Willis Johnson & Associates, Inc. 0.02% New 2,035 $268K
Global Assets Advisory, LLC 0.16% New 2,049 $268K
FSB Premier Wealth Management, Inc. 0.12% No change 2,032 $268K
GSG Advisors LLC 0.10% New 2,061 $268K
Mason & Associates Inc 0.07% Reduce -0.9% 2,027 $268K
Horst & Graben Wealth Management LLC 0.05% Reduce -0.4% 2,027 $267K
Capital International Sarl 0.01% New 2,027 $267K
Pacific Center for Financial Services 0.08% Add +65.3% 2,026 $267K
Interchange Capital Partners, LLC 0.18% Add +4.8% 2,039 $267K
Penn Davis McFarland Inc. 0.04% No change 2,022 $267K
Prosperitas Financial LLC 0.17% Add +0.1% 2,022 $267K
Ruggaard & Associates LLC 0.13% Add +5.8% 2,017 $266K
Fielder Capital Group LLC 0.12% New 2,011 $265K
Family Capital Management, Inc. 0.18% Add +5.6% 2,007 $265K
Fourpath Capital Management, LLC 0.18% Reduce -0.2% 2,007 $265K
Idaho Trust Co 0.26% New 2,007 $265K
Fingerlakes Wealth Management, Inc. 0.26% Add +0.7% 2,007 $265K
JTC Employer Solutions Trustee Ltd 0.02% No change 2,000 $264K
Gouws Capital LLC 0.20% No change 2,000 $264K
Arcadia Investment Management Corp. 0.05% No change 2,000 $264K
Sandler Capital Management 0.03% No change 2,000 $264K
Conservest Capital Advisors, Inc. 0.03% Add +0.1% 1,998 $264K
Baron Financial Group, LLC 0.16% No change 1,993 $263K
Hudson Capital Management LLC 0.09% No change 1,988 $262K
Rock Point Advisors, LLC 0.08% Reduce -11.1% 1,986 $262K
New England Professional Planning Group Inc. 0.14% New 1,980 $261K
Charles Schwab Investment Advisory, Inc. 0.00% Add +0.9% 1,979 $261K
Rothschild Wealth LLC 0.09% — 1,979 $261K
Horizon Investment Services, LLC 0.13% Reduce -6.1% 1,978 $261K
Root Financial Partners, LLC 0.08% New 1,977 $261K
Villere St Denis J & Co. LLC 0.02% No change 1,974 $260K
D.B. Root & Company, LLC 0.09% New 1,970 $260K
Yeomans Consulting Group, Inc. 0.11% Reduce -4.4% 1,968 $260K
Garrison Asset Management, LLC 0.14% Reduce -1.4% 1,966 $259K
Marshall Financial Group Inc. 0.09% No change 1,965 $259K
American Financial Advisors, LLC 0.04% Add +0.5% 1,963 $259K
Seneca House Advisors 0.11% Add +0.1% 1,960 $259K
Richardson Financial Services Inc. 0.18% Add +12.2% 1,933 $258K
Echo45 Advisors LLC 0.19% Reduce -2.0% 1,956 $258K
Holocene Advisors, LP 0.00% Reduce -99.6% 1,956 $258K
Spectrum Investment Advisors, Inc. 0.19% Add +1.7% 1,952 $258K
Cranbrook Wealth Management, LLC 0.07% No change 1,951 $257K
Blackston Financial Advisory Group, LLC 0.17% Reduce -62.2% 1,949 $257K
Rovin Capital /Ut/ 0.10% New 1,942 $256K
Main Street Group, LTD 0.12% Add +13.6% 1,949 $256K
MTM Financial Group, LLC 0.17% Reduce -3.8% 1,937 $256K
Mfa Wealth Advisors, LLC 0.07% Reduce -0.1% 1,937 $256K
F/m Investments LLC 0.17% New 1,936 $255K
Pacific Sage Partners, LLC 0.07% Reduce -3.4% 1,936 $255K
Cherrydale Wealth Management, LLC 0.12% No change 1,936 $255K
Able Wealth Management LLC 0.22% Reduce -0.5% 1,935 $255K
Well Done, LLC 0.05% Reduce -3.4% 1,927 $254K
JBR Co Financial Management Inc 0.20% No change 1,925 $254K
Fidelity D & D Bancorp Inc. 0.19% Reduce -8.7% 1,925 $254K
Vantage Consulting Group Inc 0.16% Reduce -14.6% 1,925 $254K
Foster Victor Wealth Advisors, LLC 0.02% New 1,999 $252K
Freedom Day Solutions, LLC 0.09% No change 1,910 $252K
Sterling Investment Management, LLC 0.18% Add +2.8% 1,908 $252K
Crane Advisory, LLC 0.05% Add +5.0% 1,972 $252K
Curran Financial Partners, LLC 0.09% No change 1,905 $251K
Geometric Wealth Advisors 0.06% No change 1,903 $251K
Vivid Wealth Management, LLC 0.16% Reduce -4.0% 1,901 $251K
EHP Funds Inc. 0.17% Reduce -68.8% 1,900 $251K
Collaborative Wealth Managment Inc. 0.13% No change 1,899 $251K
Stone Run Capital, LLC 0.10% Add +0.3% 1,899 $251K
Cascade Investment Advisors, Inc. 0.16% No change 1,893 $250K
Denver Wealth Management, Inc. 0.13% Add +0.6% 1,892 $250K
Elk River Wealth Management LLC 0.05% Reduce -17.2% 1,878 $249K
Fortress Wealth Management, Inc. 0.13% No change 1,882 $248K
Retirement Planning Group, LLC 0.02% Add +1.6% 1,878 $248K
Werba Rubin Papier Wealth Management 0.07% Reduce -0.1% 1,867 $248K
Whitcomb & Hess, Inc. 0.08% Reduce -9.1% 1,876 $248K
Seldon Capital LP 0.15% No change 1,873 $247K
Maripau Wealth Management LLC 0.18% New 1,869 $247K
First Long Island Investors, LLC 0.02% No change 1,865 $246K
Midwest Financial Group LLC 0.17% Reduce -2.6% 1,863 $246K
Planning Directions Inc. 0.17% Reduce -13.1% 1,863 $246K
Mustard Seed Financial, LLC 0.24% Add +0.1% 1,857 $245K
Randall & Associates Wealth Management 0.22% Reduce -4.7% 1,844 $243K
Argus Investors' Counsel, Inc. 0.15% New 1,833 $242K
Nova R Wealth, Inc. 0.13% New 1,823 $241K
MADDEN SECURITIES Corp 0.11% Reduce -21.5% 1,822 $240K
Riverwater Partners LLC 0.18% Reduce -30.7% 1,815 $239K
Heritage Wealth Management, Inc. 0.24% Add +1.0% 1,808 $239K
Bontempo Ohly Capital Mgmt LLC 0.12% Reduce -52.7% 1,800 $238K
Orser Capital Management, LLC 0.22% Reduce -10.4% 1,799 $237K
Sterling Financial Group, Inc. 0.11% New 1,794 $237K
ML & R Wealth Management LLC 0.05% New 1,787 $236K
Meridian Management Co. 0.06% Reduce -4.9% 1,786 $236K
IAG Wealth Partners, LLC 0.05% No change 1,785 $236K
Davis Investment Partners, LLC 0.10% Reduce -6.1% 1,858 $236K
Lifestyle Asset Management, Inc. 0.14% Reduce -14.3% 1,779 $235K
Granite Harbor Advisors, Inc. 0.16% New 1,777 $234K
Mirova 0.04% No change 1,777 $234K
NorthStar Asset Management LLC 0.18% New 1,770 $234K
Rice Hall James & Associates, LLC 0.01% Reduce -14.3% 1,769 $233K
Southland Equity Partners LLC 0.07% New 1,766 $233K
Financial Network Wealth Advisors LLC 0.23% New 1,765 $233K
Burton Enright Welch 0.06% New 1,759 $232K
TAGStone Capital, Inc. 0.14% New 1,747 $232K
Ahl Investment Management, Inc. 0.18% New 1,756 $232K
Royal Capital Wealth Management, LLC 0.18% New 1,755 $232K
Wealth Management Partners, LLC 0.12% New 1,752 $231K
Front Street Capital Management, Inc. 0.04% No change 1,749 $231K
Petix & Botte Co 0.06% Reduce -50.0% 1,748 $231K
Strategic Advocates LLC 0.09% New 1,743 $230K
Birchbrook, Inc. 0.14% Reduce -2.4% 1,743 $230K
Arcus Capital Partners, LLC 0.07% New 1,742 $230K
Allegiance Financial Group Advisory Services LLC 0.09% New 1,740 $230K
Empirical Asset Management, LLC 0.11% New 1,731 $228K
IRON Financial LLC 0.13% New 1,731 $228K
Oberweis Asset Management Inc./ 0.02% New 1,730 $228K
SMH Capital Advisors Inc. 1.47% New 1,725 $228K
Harrington Investments, INC 0.13% New 1,720 $227K
Compass Financial Group, INC 0.05% New 1,715 $226K
Dock Street Asset Management Inc. 0.03% New 1,712 $226K
Fulcrum Capital LLC 0.05% Reduce -40.2% 1,710 $226K
Torray Investment Partners LLC 0.03% Reduce -16.5% 1,705 $225K
Legacy Financial Group, Inc. 0.09% New 1,702 $225K
Alesco Advisors, LLC, An ESL Co 0.01% New 1,700 $224K
Wellspring Financial Advisors, LLC 0.04% New 1,699 $224K
Sage Financial Management Group, Inc. 0.11% New 1,700 $224K
WorthPointe, LLC 0.11% New 1,694 $224K
Cassady Schiller Wealth Management, LLC 0.10% Add +0.5% 1,691 $223K
Avion Wealth 0.06% Reduce -4.7% 1,688 $223K
Prosperity Wealth Management, Inc. 0.11% New 1,686 $222K
Gibbs Wealth Management 0.13% — 1,685 $222K
Wharton Business Group, LLC 0.01% New 1,686 $222K
Envision Financial Planning, LLC 0.18% New 1,682 $222K
Kades & Cheifetz LLC 0.14% New 1,681 $222K
Valicenti Advisory Services Inc. 0.06% Reduce -15.1% 1,677 $221K
Obsidian Cio, LLC 0.05% New 1,671 $220K
Hilltop Wealth Advisors, LLC 0.11% New 1,668 $220K
W.H. Cornerstone Investments Inc. 0.16% Reduce -15.2% 1,670 $220K
Ledgewood Wealth Advisors, LLC 0.20% New 1,665 $220K
Apollon Financial, LLC 0.08% New 1,665 $220K
Eagle Harbor Asset Management Inc. 0.23% New 1,662 $219K
Private Capital Management, LLC 0.02% New 1,662 $219K
Knightsbridge Asset Management, LLC 0.06% No change 2,010 $219K
KOM Wealth Management Group, LLC 0.22% New 1,660 $219K
Creekmur Asset Management LLC 0.07% Add +11.2% 1,659 $219K
Heritage Wealth Partners, LLC 0.45% No change 2,002 $218K
Anderson Hoagland & Co. 0.02% New 1,719 $218K
WealthBridge Capital Management, LLC 0.07% New 1,644 $217K
Vantage Financial Partners, LLC 0.06% New 1,643 $217K
Seeds Investor LLC 0.20% New 1,639 $216K
Western Pacific Wealth Management, LP 0.16% Add +0.1% 1,638 $216K
Flaharty Asset Management, LLC 0.03% New 1,627 $215K
Operose Advisors LLC 0.07% Add +95.2% 1,626 $215K
VERITY Wealth Advisors 0.16% New 1,622 $214K
Bouchey Financial Group, Ltd. 0.02% New 1,619 $214K
J. L. Bainbridge & Co., Inc. 0.02% New 1,618 $213K
Peninsula Wealth, LLC 0.04% New 1,612 $213K
American Planning Services, Inc. 0.15% New 1,609 $212K
Basepoint Wealth LLC 0.16% New 1,604 $212K
PFW Advisors LLC 0.06% New 1,604 $212K
Holland Advisory Services, Inc. 0.23% New 1,601 $211K
Painted Porch Advisors LLC 0.13% New 1,601 $211K
1776 Wealth LLC 0.10% New 1,601 $211K
Transcendent Capital Group LLC 0.12% Add +18.6% 1,598 $211K
Keystone Wealth Services, LLC 0.07% Reduce -62.3% 1,595 $210K
Hyperion Partners, LLC 0.15% New 1,594 $210K
Forum Private Client Group LLC 0.10% New 1,593 $210K
Lakeshore Financial Planning, Inc. 0.11% New 1,592 $210K
Eagle Capital Management, LLC 0.09% New 1,591 $210K
Stephens Consulting, LLC 0.06% Reduce -4.0% 1,590 $210K
GDS Wealth Management 0.02% New 1,588 $210K
Klein Pavlis & Peasley Financial, Inc. 0.19% New 1,578 $208K
First Community Trust NA 0.20% No change 1,575 $208K
Chapman Investment Management, LLC 0.15% New 1,570 $207K
RW Investment Management LLC 0.03% New 1,570 $207K
Zevenbergen Capital Investments LLC 0.00% New 1,565 $207K
OMNI 360 Wealth, Inc. 0.17% New 1,557 $205K
Cowa, LLC 0.12% New 1,557 $205K
Atwater Malick LLC 0.07% New 1,552 $205K
Up Strategic Wealth Investment Advisors LLC 0.34% New 1,552 $205K
Parker Financial LLC 0.12% New 1,551 $205K
Ariston Services Group 0.20% New 1,549 $204K
Nkcfo LLC 0.12% No change 1,545 $204K
Elevation Wealth Partners, LLC 0.10% Reduce -10.1% 1,545 $204K
Evergreen Private Wealth LLC 0.10% No change 1,544 $204K
Greenhouse Wealth Management, LLC 0.15% New 1,542 $203K
Sustainable Insight Capital Management, LLC 0.15% New 1,541 $203K
Continuum Wealth Advisors, LLC 0.11% New 1,536 $203K
Arlington Financial Advisors, LLC 0.04% New 1,535 $203K
RHS Financial, LLC 0.12% New 1,534 $202K
Kelly Financial Services LLC 0.08% Add +2.6% 1,532 $202K
Etfidea, LLC 0.07% New 1,529 $202K
Advisory Resource Group 0.05% New 1,528 $202K
Taylor Financial Group, Inc. 0.15% New 1,528 $202K
Quaker Wealth Management, LLC 0.08% New 1,526 $201K
Single Point Partners, LLC 0.05% New 1,524 $201K
Castleview Partners, LLC 0.11% Add +29.3% 1,523 $201K
Edmonds Duncan Registered Investment Advisors, LLC 0.05% New 1,518 $200K
Natixis Investment Managers International 0.01% Reduce -4.9% 1,488 $196K
Beaird Harris Wealth Management, LLC 0.02% No change 1,483 $196K
Raffa Wealth Management, LLC 0.06% Add +204.3% 1,473 $194K
Fairman Group, LLC 0.18% Reduce -30.6% 1,449 $192K
Cornerstone Planning Group LLC 0.06% Reduce -6.7% 1,504 $192K
Hillsdale Investment Management Inc. 0.01% Reduce -22.1% 1,407 $186K
CGC Financial Services, LLC 0.10% No change 1,394 $184K
Pacifica Partners Inc. 0.08% No change 1,450 $182K
Cedar Wealth Management, LLC 0.06% Reduce -52.7% 1,374 $181K
Harbor Capital Advisors, Inc. 0.02% Reduce -96.9% 1,329 $175K
Gladius Capital Management LP 0.17% New 1,325 $175K
Tower View Wealth Management LLC 0.10% Add +0.2% 1,313 $173K
ESL Trust Services, LLC 0.04% New 1,275 $168K
Financial Perspectives, Inc 0.06% Reduce -20.4% 1,274 $168K
Signature Resources Capital Management, LLC 0.16% No change 1,521 $166K
Toth Financial Advisory Corp. 0.02% No change 1,254 $165K
Cherry Tree Wealth Management, LLC 0.04% Reduce -4.0% 1,231 $162K
FSA Wealth Management LLC 0.07% Add +0.1% 1,230 $162K
Twin Lakes Capital Management, LLC 0.11% Add +0.3% 1,207 $159K
Turim 21 Investimentos Ltda. 0.04% No change 1,200 $158K
SJS Investment Consulting Inc. 0.03% No change 1,199 $158K
HBC Financial Services, PLLC 0.11% Add +1.3% 1,209 $155K
Granite FO LLC 0.09% Reduce -44.0% 1,320 $155K
West Financial Advisors, LLC 0.03% Reduce -9.3% 1,164 $154K
Essex Investment Management Co. LLC 0.03% Reduce -4.1% 1,157 $153K
America First Investment Advisors, LLC 0.04% Add +0.6% 1,156 $153K
Hoese & Co LLP 0.14% No change 1,200 $153K
Annapolis Financial Services, LLC 0.05% Reduce -50.4% 1,148 $151K
Creative Capital Management Investments LLC 0.08% Add +32.0% 1,113 $147K
American Capital Advisory, LLC 0.13% Add +1.9% 1,378 $147K
Y.D. More Investments Ltd 0.03% No change 1,111 $146K
Abound Wealth Management 0.06% Reduce -41.6% 1,105 $146K
Financial Synergies Wealth Advisors, Inc. 0.02% Add +82.8% 1,093 $144K
Country Trust Bank 0.00% Add +28.1% 1,068 $141K
Laffer Tengler Investments, Inc. 0.05% Reduce -2.3% 1,064 $140K
Sit Investment Associates Inc. 0.00% No change 1,029 $136K
Covestor Ltd 0.09% Reduce -10.1% 1,024 $135K
Ulland Investment Advisors, LLC 0.11% Add +3.5% 1,017 $134K
DiNuzzo Private Wealth, Inc. 0.02% No change 1,004 $132K
DecisionPoint Financial, LLC 0.05% No change 1,000 $131K
Disciplina Capital Management LLC 0.02% No change 976 $129K
State of Wyoming 0.02% Add +119.4% 963 $127K
Cape Investment Advisory, Inc. 0.06% Reduce -12.0% 934 $123K
Carolina Wealth Advisors, LLC 0.07% Reduce -19.4% 927 $122K
Versant Capital Management, Inc 0.03% No change 919 $121K
Naples Money Management LLC 0.12% Reduce -97.5% 910 $120K
Timber Creek Capital Management LLC 0.04% No change 900 $119K
Leonteq Securities AG 0.02% Reduce -96.1% 892 $118K
Tucker Asset Management LLC 0.03% Add +5.7% 869 $115K
Guardian Wealth Management, Inc. 0.08% No change 818 $108K
True Wealth Design, LLC 0.03% Add +2.0% 817 $108K
Dogwood Wealth Management LLC 0.07% Add +0.6% 806 $106K
Future Financial Wealth Managment LLC 0.08% New 803 $106K
Voisard Asset Management Group, Inc. 0.06% No change 793 $105K
LifeSteps Financial, Inc. 0.08% New 775 $102K
Stuart Chaussee & Associates, Inc. 0.03% No change 770 $102K
Fortitude Family Office, LLC 0.07% No change 745 $98K
Retirement Group, LLC 0.04% Add +43.1% 744 $98K
Bay Harbor Wealth Management, LLC 0.03% Reduce -0.6% 727 $96K
Atwood & Palmer Inc. 0.01% Add +25.9% 730 $96K
Frazier Financial Advisors, LLC 0.08% Add +18.9% 728 $96K
Aspect Partners, LLC 0.07% No change 714 $94K
Redmont Wealth Advisors LLC 0.13% New 700 $92K
Bellevue Asset Management, LLC 0.05% Add +0.5% 624 $82K
Wiser Advisor Group LLC 0.13% Add +0.5% 618 $82K
Gleason Group, Inc. 0.02% Add +0.7% 614 $81K
Horizon Bancorp Inc. 0.04% No change 610 $80K
Copeland Capital Management, LLC 0.00% No change 600 $79K
Scarborough Advisors, LLC 0.04% Add +3.3% 598 $79K
Northwest Bank & Trust Co 0.07% No change 610 $79K
IFS Advisors, LLC 0.07% No change 597 $79K
Kiely Wealth Advisory Group, Inc. 0.04% No change 600 $79K
Dunhill Financial, LLC 0.06% Add +8.1% 575 $76K
Criterion Capital Advisors, LLC 0.05% Reduce -21.2% 562 $74K
Lowe Wealth Advisors, LLC 0.03% Reduce -8.9% 562 $74K
Mascoma Wealth Management LLC 0.02% Reduce -6.3% 536 $71K
VitalStone Financial, LLC 0.05% No change 522 $69K
Halpern Financial, Inc. 0.02% Reduce -12.9% 512 $67K
nVerses Capital, LLC 0.16% New 500 $66K
Legacies Wealth LLC 0.06% No change 500 $66K
Impact Partnership Wealth, LLC 0.03% Add +321.4% 493 $65K
Financial Connections Group, Inc. 0.07% No change 488 $65K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 492 $65K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 492 $65K
Macroview Investment Management LLC 0.07% Add +12.3% 475 $63K
University of Texas/Texas Am Investment Management Co. 0.02% No change 554 $60K
WealthCollab, LLC 0.04% Reduce -1.5% 456 $60K
J.Safra Asset Management Corp 0.01% Reduce -71.2% 456 $60K
Keener Financial Planning LLC 0.04% No change 435 $58K
Front Row Advisors LLC 0.02% Add +69.5% 434 $58K
Delos Wealth Advisors, LLC 0.06% Add +9.0% 436 $58K
Frank, Rimerman Advisors LLC 0.01% No change 424 $56K
Accent Capital Management, LLC 0.05% No change 420 $56K
Iron Horse Wealth Management, LLC 0.02% No change 421 $56K
Dixon Mitchell Investment Counsel Inc. 0.00% New 400 $53K
PARK CIRCLE Co 0.05% No change 400 $53K
JDM Financial Group LLC 0.04% No change 400 $53K
Horizons Wealth Management 0.03% No change 484 $53K
Friedenthal Financial 0.03% New 395 $52K
Provenance Wealth Advisors, LLC 0.01% Reduce -26.0% 370 $49K
Clear Investment Research, LLC 0.06% No change 357 $47K
Winch Advisory Services, LLC 0.01% Add +0.3% 357 $47K
Advantage Trust Co 0.03% Reduce -50.0% 350 $46K
Fernwood Investment Management, LLC 0.01% New 337 $44K
Cypress Capital Management LLC (WY) 0.05% No change 335 $44K
Roble, Belko & Company, Inc 0.01% Add +35.3% 326 $43K
Financial Avengers, Inc. 0.02% Add +0.9% 323 $42K
Horizon Financial Services, LLC 0.03% New 318 $42K
Ruedi Wealth Management, Inc. 0.02% No change 311 $41K
Clear Point Advisors Inc. 0.03% No change 300 $40K
Tidemark, LLC 0.02% Add +6.4% 300 $40K
ADAR1 Capital Management, LLC 0.01% Reduce -99.4% 300 $40K
Kepos Capital LP 0.01% New 283 $37K
Bromfield Sneider Wealth Advisors 0.02% No change 280 $37K
REAP Financial Group, LLC 0.01% Reduce -84.6% 266 $35K
CBIZ Investment Advisory Services, LLC 0.00% New 261 $35K
Ogorek Anthony Joseph /NY/ 0.01% No change 261 $34K
Burkett Financial Services, LLC 0.02% Add +0.8% 256 $34K
Heck Capital Advisors, LLC 0.01% No change 255 $34K
Red Tortoise LLC 0.02% No change 251 $33K
Vermillion & White Wealth Management Group, LLC 0.03% No change 248 $33K
Valued Wealth Advisors LLC 0.02% Reduce -44.5% 226 $30K
Tradewinds Capital Management, LLC 0.01% No change 224 $30K
Rakuten Securities, Inc. 0.01% Reduce -21.5% 215 $28K
Altshuler Shaham Ltd 0.00% Add +12.7% 195 $26K
Robinswood Financial LLC 0.01% No change 194 $26K
Briaud Financial Planning Inc 0.01% New 186 $25K
Credential Qtrade Securities Inc. 0.00% Reduce -32.9% 186 $25K
Pineridge Advisors LLC 0.01% Reduce -64.5% 185 $24K
Legend Financial Advisors, Inc. 0.02% Reduce -28.9% 185 $24K
Financial Gravity Asset Management, Inc. 0.01% Reduce -95.0% 218 $24K
Robinson Value Management, Ltd. 0.01% No change 166 $22K
FSC Wealth Advisors, LLC 0.01% No change 150 $20K
Abich Financial Wealth Management LLC 0.01% Add +23.5% 147 $19K
Mendota Financial Group, LLC 0.01% Add +0.7% 145 $19K
PrairieView Partners, LLC 0.00% No change 138 $19K
Grayhawk Investment Strategies Inc. 0.02% No change 134 $18K
Luken Investment Analytics, LLC 0.01% No change 134 $18K
Bare Financial Services, Inc 0.02% Reduce -47.5% 134 $17K
ClariVest Asset Management LLC 0.00% Add +79.7% 106 $14K
PFG Private Wealth Management, LLC 0.01% No change 100 $13K
Miller Wealth Advisors, LLC 0.01% No change 100 $13K
Summit Securities Group LLC 0.01% New 100 $13K
Christopher J. Hasenberg, Inc 0.01% New 94 $12K
LFA - Lugano Financial Advisors SA 0.01% No change 90 $12K
Vima LLC 0.01% Add +8900.0% 90 $10K
Tributary Capital Management, LLC 0.00% New 64 $8K
Dynamic Wealth Strategies, LLC 0.01% No change 64 $8K
TruNorth Capital Management, LLC 0.00% — 56 $7K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 51 $7K
PayPay Securities Corp 0.32% Add +58.1% 49 $6K
Eukles Asset Management 0.00% No change 45 $6K
Custom Portfolio Group LLC 0.00% No change 40 $5K
Clarity Asset Management, Inc. 0.00% No change 38 $5K
POM Investment Strategies, LLC 0.00% Add +255.6% 32 $4K
Global Wealth Strategies & Associates 0.00% No change 26 $3K
Cedar Mountain Advisors, LLC 0.00% New 23 $3K
TFO Wealth Partners, LLC 0.00% Reduce -57.4% 23 $3K
Semmax Financial Advisors Inc. 0.00% Reduce -75.3% 18 $2K
Mowery & Schoenfeld Wealth Management, LLC 0.00% Reduce -15.0% 17 $2K
Morton Brown Family Wealth, LLC 0.00% Reduce -96.2% 16 $2K
Pacific Capital Wealth Advisors, Inc. 0.00% New 15 $2K
ORG Partners LLC 0.00% Reduce -99.7% 15 $2K
HighMark Wealth Management LLC 0.00% No change 14 $2K
Atlantic Private Wealth, LLC 0.00% Add +71.4% 12 $2K
LGT Financial Advisors LLC 0.00% Reduce -79.0% 12 $2K
EnRich Financial Partners LLC 0.00% New 5 $660

"% of holder's portfolio" is MRK's weight in each manager's 13F, not the share of Merck & Co. Inc. the manager owns.