MicrosoftMSFT

13F holders, Q1 2024 (March 31)
5,235holders
35famous investors
$420.12avg. 13F price*

At the end of Q1 2024, 5,235 institutions reported holding Microsoft Corp. (MSFT) in their 13F filings. The largest holders were Vanguard Group Inc. ($281.0B), BlackRock Inc. ($229.7B) and State Street Corp. ($126.4B). 35 famous investors held it, including Bill Gates / Michael Larson (33.5% of Gates Foundation Trust's portfolio), Stanley Druckenmiller (12.6% of Duquesne Family Office's portfolio) and Terry Smith (12.5% of Fundsmith's portfolio).

Company
Microsoft Corp.
Sector
Technology
CUSIP
594918104
Latest filing quarter
Q2 2026

History

Number of 13F holders

02,0004,0006,0008,000 Q1 2024: 5,235Q1 2024Q2 2024: 5,264Q2 2024Q3 2024: 5,296Q3 2024Q4 2024: 5,871Q4 2024Q1 2025: 5,776Q1 2025Q2 2025: 5,828Q2 2025Q3 2025: 5,864Q3 2025Q4 2025: 6,326Q4 2025Q1 2026: 6,232Q1 2026Q2 2026: 6,242Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions109$1.8B
Exits97$2.8B

Ownership 5,235 holders

Vanguard Group Inc. 5.57% Add +0.5% 667,987,038 $281.0B
BlackRock Inc. 5.37% Add +1.3% 546,019,859 $229.7B
State Street Corp. 5.66% Add +0.9% 300,354,231 $126.4B
FMR LLC 6.25% Add +0.9% 220,859,696 $92.9B
Geode Capital Management, LLC 6.12% Add +2.1% 157,588,678 $66.1B
T. Rowe Price Associates Inc. 7.34% Reduce -1.5% 142,200,683 $59.8B
JPMorgan Chase & Co. 4.80% Add +2.9% 128,161,075 $53.9B
Morgan Stanley 4.13% Reduce -1.4% 122,187,118 $51.4B
Norges Bank 6.25% Reduce -1.5% 94,082,543 $39.6B
Capital International Investors 7.12% Add +1.0% 83,571,070 $35.2B
Capital World Investors 5.75% Reduce -8.8% 82,589,226 $34.7B
Capital Research Global Investors 7.45% Add +0.0% 78,207,088 $32.9B
Northern Trust Corp. 5.45% Reduce -3.6% 74,919,799 $31.5B
Bank of America Corp. 2.81% Add +2.9% 67,679,377 $28.5B
Bank of New York Mellon Corp 5.32% Reduce -3.3% 65,873,421 $27.7B
Wellington Management Group LLP 4.39% Reduce -5.3% 58,795,546 $24.7B
Nuveen Asset Management, LLC 6.57% Reduce -1.0% 52,567,585 $22.1B
Legal & General Group Plc 6.06% Reduce -0.7% 50,066,144 $21.1B
Charles Schwab Investment Management Inc. 4.40% Add +2.2% 45,398,200 $19.0B
Alliancebernstein L.P. 6.32% Reduce -4.0% 42,466,354 $17.9B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 6.19% Add +0.1% 41,145,299 $17.3B
Goldman Sachs Group Inc. 3.60% Reduce -8.1% 40,665,572 $17.1B
Massachusetts Financial Services Co. 4.84% Add +2.7% 38,423,665 $16.2B
Franklin Resources Inc. 5.17% Add +51.4% 38,339,531 $16.1B
Gates Foundation Trust 33.49% Reduce -4.5% 36,499,597 $15.4B
Invesco Ltd. 3.29% Add +4.8% 36,267,528 $15.3B
Royal Bank of Canada 3.59% Reduce -5.6% 34,978,894 $14.7B
Wells Fargo & Company 3.85% Reduce -0.7% 34,559,780 $14.5B
Ameriprise Financial Inc. 4.00% Add +0.7% 34,414,469 $14.5B
Barclays PLC 6.21% Add +7.9% 32,648,018 $13.7B
Deutsche Bank AG 6.01% Add +6.4% 30,729,872 $12.9B
Amundi 5.42% Reduce -6.5% 31,109,369 $12.6B
Janus Henderson Group PLC 6.79% Reduce -1.7% 29,606,276 $12.5B
UBS Group AG 4.09% Add +32.6% 29,435,993 $12.4B
Fisher Asset Management 5.09% Add +2.1% 25,927,345 $10.9B
Jennison Associates LLC 7.10% Reduce -1.1% 25,234,288 $10.6B
HSBC Holdings PLC 6.88% Add +18.9% 22,980,143 $9.7B
Dimensional Fund Advisors LP 2.57% Reduce -0.8% 22,528,256 $9.5B
Swiss National Bank 6.23% Reduce -4.2% 21,145,070 $8.9B
California Public Employees Retirement System 5.92% Reduce -3.1% 19,999,089 $8.4B
Sumitomo Mitsui Trust Group, Inc. 5.59% Reduce -0.4% 19,337,714 $8.1B
Bank of Montreal 2.31% Reduce -9.6% 17,238,865 $7.3B
American Century Companies Inc. 4.48% Reduce -0.8% 16,910,811 $7.1B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 7.92% Reduce -0.5% 16,359,047 $6.9B
Principal Financial Group Inc. 3.79% Reduce -1.2% 15,327,274 $6.4B
Rhumbline Advisers 5.94% Reduce -0.1% 14,693,736 $6.2B
Clearbridge Investments, LLC 4.77% Reduce -2.4% 14,293,084 $6.0B
Credit Suisse AG/ 5.56% Reduce -4.3% 13,756,679 $5.8B
Swedbank AB 7.89% Add +2.8% 13,279,897 $5.6B
Sanders Capital, LLC 9.14% Add +0.7% 13,008,353 $5.5B
Arrowstreet Capital, Limited Partnership 4.90% Reduce -16.8% 12,588,959 $5.3B
Mitsubishi UFJ Asset Management Co., Ltd. 6.93% Add +15.6% 11,931,721 $5.0B
Schroder Investment Management Group 5.90% Add +0.6% 11,850,382 $5.0B
Neuberger Berman Group LLC 4.11% Reduce -1.1% 11,809,468 $5.0B
California State Teachers Retirement System 6.09% Add +0.4% 11,462,919 $4.8B
New York State Common Retirement Fund 6.29% Reduce -2.0% 11,321,989 $4.8B
National Pension Service 5.70% Add +1.9% 11,289,086 $4.7B
T. Rowe Price Investment Management, Inc. 2.87% Reduce -4.6% 11,153,082 $4.7B
Brown Advisory Inc. 6.24% Reduce -2.5% 11,091,563 $4.7B
Raymond James & Associates 3.14% Add +1.4% 11,002,621 $4.6B
Lazard Asset Management LLC 6.09% Reduce -3.6% 10,997,452 $4.6B
Voya Investment Management LLC 5.16% Reduce -5.6% 10,888,382 $4.6B
State Farm Mutual Automobile Insurance Co. 4.12% No change 10,868,911 $4.6B
Nordea Investment Management AB 5.24% Reduce -5.0% 10,541,318 $4.4B
TCI Fund Management 11.17% Reduce -1.0% 10,531,890 $4.4B
Primecap Management Co. 3.21% Reduce -1.1% 10,237,595 $4.3B
Envestnet Asset Management Inc. 1.59% Add +7.1% 10,100,053 $4.2B
TD Asset Management Inc 3.95% Reduce -9.5% 10,092,369 $4.2B
PNC Financial Services Group, Inc. 2.85% Reduce -0.8% 9,755,199 $4.1B
Polen Capital Management LLC 9.39% Reduce -2.9% 9,665,372 $4.1B
Dodge & Cox 2.32% Reduce -12.3% 9,490,609 $4.0B
Prudential Financial Inc. 5.41% Reduce -4.0% 9,135,744 $3.8B
Manufacturers Life Insurance Company, The 3.56% Reduce -6.7% 9,108,029 $3.8B
Citigroup Inc. 3.88% Add +17.0% 8,518,608 $3.6B
Ensign Peak Advisors, Inc 6.17% Add +1.9% 8,026,329 $3.4B
Bessemer Group Inc. 6.03% Reduce -3.0% 7,930,923 $3.3B
Aberdeen Group plc 6.29% Add +2.4% 7,628,012 $3.2B
Fundsmith 12.54% Reduce -4.1% 7,617,903 $3.2B
FIL Ltd 3.18% Add +1.9% 7,616,516 $3.2B
National Bank of Canada 5.52% Add +14.2% 7,708,844 $3.2B
New York State Teachers Retirement System 6.57% Reduce -2.9% 7,483,362 $3.1B
Royal London Asset Management Ltd. 7.81% Add +3.1% 7,446,806 $3.1B
Russell Investments Group, Ltd. 4.94% Add +6.1% 7,420,260 $3.1B
Macquarie Group Ltd. 3.55% Reduce -0.8% 7,713,545 $3.1B
Ninety One UK Ltd 8.62% Reduce -1.2% 7,295,060 $3.1B
Winslow Capital Management, LLC 11.48% Reduce -1.6% 7,241,518 $3.0B
Stifel Financial Corp. 3.47% Add +0.6% 7,233,740 $3.0B
DekaBank Deutsche Girozentrale 5.67% Add +2.0% 7,219,882 $3.0B
GQG Partners LLC 4.85% Add +3.1% 7,172,003 $3.0B
Adage Capital Partners Gp, L.L.C. 5.70% Reduce -0.5% 7,169,993 $3.0B
Fayez Sarofim & Co 8.87% Reduce -1.2% 7,073,555 $3.0B
D. E. Shaw & Co. 3.99% Add +0.5% 6,862,438 $2.9B
CIBC Private Wealth Group LLC 5.65% Reduce -3.1% 6,787,457 $2.9B
CANADA LIFE ASSURANCE Co 5.71% Add +1.0% 6,734,231 $2.8B
APG Asset Management N.V. 4.91% Add +0.4% 7,189,354 $2.8B
Loomis Sayles & Co. L P 3.91% Add +0.2% 6,519,041 $2.7B
LPL Financial LLC 1.44% Add +4.6% 6,376,804 $2.7B
Corient Private Wealth LP 4.78% Reduce -0.3% 6,374,937 $2.7B
Canada Pension Plan Investment Board 2.78% Add +77.6% 6,281,925 $2.6B
Parnassus Investments, LLC 5.65% Reduce -1.4% 6,280,479 $2.6B
1832 Asset Management L.P. 4.82% Reduce -1.9% 6,271,859 $2.6B
BNP Paribas Financial Markets 3.25% Add +113.4% 6,172,275 $2.6B
Robeco Institutional Asset Management B.V. 5.64% Add +21.2% 6,168,630 $2.6B
Victory Capital Management Inc. 2.48% Reduce -1.1% 5,939,213 $2.5B
Allianz Asset Management GmbH 4.21% Add +1.2% 5,918,301 $2.5B
US Bancorp \de 3.40% Reduce -0.6% 5,801,490 $2.4B
Korea Investment CORP 6.16% Reduce -4.9% 5,773,092 $2.4B
Pictet Asset Management Holding SA 2.61% Reduce -3.0% 5,707,472 $2.4B
State Board of Administration of Florida Retirement System 5.51% Add +4.7% 8,159,547 $2.4B
Assenagon Asset Management S.A. 6.23% Reduce -5.5% 5,580,109 $2.3B
Toronto Dominion Bank 3.61% Add +6.0% 5,472,778 $2.3B
Danske Bank A/S 7.14% — 5,402,793 $2.3B
Mirae Asset Global Investments Co., Ltd. 4.94% Add +34.7% 6,885,031 $2.3B
Mackenzie Financial Corp. 3.27% Reduce -0.6% 5,376,168 $2.3B
Los Angeles Capital Management LLC 7.70% Reduce -4.4% 5,357,426 $2.3B
Fiera Capital Corp 6.56% Reduce -4.4% 5,347,590 $2.2B
Tiger Global Management 12.29% No change 5,344,165 $2.2B
Sei Investments Co. 3.28% Add +5.0% 5,313,715 $2.2B
Baird Financial Group, Inc. 4.67% Add +1.1% 5,294,971 $2.2B
Aristotle Capital Management, LLC 4.06% Reduce -3.0% 5,200,340 $2.2B
Generation Investment Management LLP 9.96% Reduce -0.4% 5,184,563 $2.2B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 5.71% Reduce -6.7% 5,110,100 $2.1B
Bank of Nova Scotia 4.33% Reduce -13.3% 5,057,572 $2.1B
Chevy Chase Trust Holdings, LLC 6.95% Reduce -0.9% 5,046,743 $2.1B
Mitsubishi UFJ Trust & Banking Corp 4.82% Reduce -5.4% 4,998,720 $2.1B
HighTower Advisors, LLC 3.37% Reduce -5.8% 4,932,225 $2.1B
Fred Alger Management, LLC 10.18% Add +0.0% 4,880,205 $2.1B
Baillie Gifford & Co. 1.59% Reduce -5.6% 4,856,895 $2.0B
KBC Group NV 6.44% Reduce -14.0% 4,817,011 $2.0B
Susquehanna International Group, LLP 3.07% Reduce -11.0% 4,815,003 $2.0B
State of Wisconsin Investment Board 5.31% Add +2.4% 4,775,288 $2.0B
Edgewood Management LLC 5.37% Reduce -6.2% 4,753,198 $2.0B
Eagle Capital Management LLC 7.66% Reduce -8.8% 4,707,147 $2.0B
Truist Financial Corp. 3.00% Reduce -1.7% 4,702,952 $2.0B
Natixis Advisors, LLC 4.43% Add +8.3% 4,576,836 $1.9B
First Manhattan Co. Llc. 6.24% Reduce -1.7% 4,573,109 $1.9B
Alecta Tjanstepension Omsesidigt 10.79% Reduce -1.2% 4,493,100 $1.9B
Caisse de depot et placement du Quebec 4.39% Reduce -8.1% 4,341,167 $1.8B
William Blair Investment Management, LLC 4.71% Add +10.3% 4,327,738 $1.8B
Aviva PLC 6.05% Reduce -0.3% 4,246,928 $1.8B
AXA S.A. 5.38% Add +1.4% 4,231,530 $1.8B
Natixis 9.78% Add +47.2% 4,175,296 $1.8B
Bank Julius Baer & Co. Ltd, Zurich 6.71% Add +21.7% 4,164,299 $1.7B
Raymond James Financial Services Advisors, Inc. 2.60% Reduce -0.9% 4,155,908 $1.7B
ProShare Advisors LLC 4.64% Add +13.7% 4,152,072 $1.7B
Allspring Global Investments Holdings, LLC 2.70% Reduce -4.5% 4,112,639 $1.7B
State of New Jersey Common Pension Fund D 5.12% Add +0.4% 4,023,947 $1.7B
AQR Capital Management 2.85% Reduce -2.2% 3,979,965 $1.7B
Storebrand Asset Management As 5.66% Reduce -7.2% 3,946,996 $1.7B
Public Employees Retirement System of Ohio 6.41% Reduce -6.3% 3,890,656 $1.6B
Marshall Wace, LLP 2.72% Add +16.2% 3,868,241 $1.6B
Public Employees Retirement Association of Colorado 6.92% Reduce -1.5% 3,806,183 $1.6B
Zurcher Kantonalbank (Zurich Cantonalbank) 5.61% Add +0.1% 3,803,670 $1.6B
Healthcare of Ontario Pension Plan Trust Fund 5.60% Add +39.8% 3,773,409 $1.6B
Sustainable Growth Advisers, LP 6.64% Add +0.5% 3,771,971 $1.6B
Coatue Management 6.07% Reduce -3.4% 3,680,970 $1.5B
Blair William & Co. 4.84% Add +0.0% 3,664,660 $1.5B
GMO 5.50% Add +20.0% 3,597,068 $1.5B
STRS Ohio 6.02% Reduce -3.7% 3,592,920 $1.5B
Mariner, LLC 3.10% Add +2.7% 3,561,482 $1.5B
DNB Asset Management AS 7.72% Reduce -17.6% 3,520,072 $1.5B
Commonwealth Equity Services, LLC 2.44% Add +1.4% 3,495,967 $1.5B
Nomura Asset Management Co. Ltd. 5.31% Add +2.9% 3,470,549 $1.5B
Handelsbanken Fonder AB 6.26% Add +5.2% 3,457,923 $1.5B
Vontobel Asset Management Inc. 8.02% Reduce -2.5% 3,239,587 $1.4B
Treasurer of the State of North Carolina 6.27% Add +0.7% 3,396,631 $1.4B
Flossbach Von Storch SE 6.20% Reduce -5.8% 3,377,875 $1.4B
Sands Capital Management, LLC 3.97% Reduce -2.9% 3,373,000 $1.4B
Mawer Investment Management Ltd. 6.50% Reduce -0.7% 3,332,280 $1.4B
Thrivent Financial for Lutherans 2.76% Reduce -7.1% 3,258,992 $1.4B
King Luther Capital Management Corp. 5.97% Reduce -2.9% 3,125,185 $1.3B
Rathbones Group PLC 7.52% Add +2.4% 3,098,576 $1.3B
Skandinaviska Enskilda Banken AB (publ) 6.32% Add +5.4% 3,073,783 $1.3B
AustralianSuper Pty Ltd 7.52% Add +8.7% 3,028,104 $1.3B
Impax Asset Management Group plc 4.91% Add +0.1% 3,050,129 $1.3B
Asset Management One Co., Ltd. 4.91% Reduce -4.4% 3,030,491 $1.3B
Rockefeller Capital Management L.P. 3.68% Add +2.0% 2,997,386 $1.3B
Citadel Advisors 1.24% Reduce -29.7% 2,982,129 $1.3B
State of Tennessee, Department of Treasury 4.59% Reduce -4.1% 2,948,261 $1.2B
Cerity Partners LLC 3.24% Reduce -58.2% 2,930,862 $1.2B
Retirement Systems of Alabama 4.71% Reduce -0.4% 2,898,005 $1.2B
Fifth Third Bancorp 4.69% Reduce -0.8% 2,851,389 $1.2B
Menora Mivtachim Holdings LTD. 9.00% Add +0.4% 2,850,880 $1.2B
CI Investments Inc. 4.74% Add +5.7% 2,837,975 $1.2B
Keybank National Association 4.91% Add +0.4% 2,826,775 $1.2B
Millennium Management 1.03% Reduce -46.0% 2,796,250 $1.2B
Soroban Capital Partners LP 17.50% Reduce -20.7% 2,751,552 $1.2B
Wolverine Trading, LLC 11.65% Reduce -21.7% 2,723,670 $1.1B
ING Groep NV 7.62% Reduce -4.9% 2,641,241 $1.1B
Panagora Asset Management Inc. 5.74% Add +1.7% 2,618,804 $1.1B
AMF Tjanstepension AB 8.21% Add +6.9% 2,574,838 $1.1B
Man Group plc 2.96% Reduce -11.4% 2,538,670 $1.1B
Calamos Advisors LLC 7.58% Reduce -1.9% 2,521,200 $1.1B
Ontario Teachers Pension Plan Board 9.76% Reduce -1.0% 2,490,183 $1.0B
State of Michigan Retirement System 5.63% Add +4.2% 2,487,727 $1.0B
Candriam S.C.A. 6.68% Add +1.9% 2,459,888 $1.0B
Two Sigma Advisers, LP 2.39% Reduce -21.1% 2,454,100 $1.0B
Resona Asset Management Co.,Ltd. 6.11% — 2,443,613 $1.0B
Creative Planning 1.12% Add +1.9% 2,409,261 $1.0B
Degroof Petercam Asset Management 11.93% Add +2.6% 2,358,831 $992.4M
M&T Bank Corp 3.45% Reduce -6.0% 2,358,609 $992.3M
Lord, Abbett & Co. LLC 3.22% Add +0.4% 2,358,202 $992.1M
First Trust Advisors LP 1.01% Add +26.0% 2,351,063 $989.1M
Jensen Investment Management Inc. 7.53% Reduce -9.1% 2,342,114 $985.4M
Pinebridge Investments, L.P. 7.61% Reduce -2.1% 2,272,238 $955.6M
Fundsmith Investment Services LTD. 12.58% Reduce -5.9% 2,249,881 $946.6M
Axiom Investors LLC 8.23% Add +5.1% 2,240,414 $942.6M
Federated Hermes, Inc. 2.17% Reduce -2.8% 2,238,453 $941.8M
Nisa Investment Advisors, LLC 6.10% Reduce -0.0% 2,229,578 $938.0M
Montrusco Bolton Investments Inc. 9.86% Add +10.4% 2,244,564 $926.0M
Artisan Partners Limited Partnership 1.34% Add +2.6% 2,181,389 $917.8M
Jacobs Levy Equity Management, Inc. 4.07% Add +3.8% 2,162,871 $910.0M
UniSuper Management Pty Ltd 8.67% Add +2.4% 2,153,939 $906.2M
American International Group, Inc. 3.24% Reduce -7.6% 2,151,272 $905.1M
Cibc World Markets Corp. 5.93% Reduce -32.1% 2,147,063 $903.3M
DSM Capital Partners LLC 12.07% Reduce -2.6% 2,099,133 $883.1M
Wealth Enhancement Advisory Services, LLC 2.28% Add +2.2% 2,092,688 $880.4M
Fort Washington Investment Advisors Inc. 5.65% Reduce -2.8% 2,085,130 $877.3M
Janney Montgomery Scott LLC 2.60% Reduce -0.4% 2,076,192 $873.5M
C WorldWide Group Holding A/S 9.92% Reduce -0.6% 2,068,342 $870.2M
Osaic Holdings, Inc. 1.93% Reduce -22.2% 2,056,601 $865.7M
MetLife Investment Management, LLC 5.79% Reduce -3.0% 2,047,897 $861.6M
Polar Capital Holdings Plc 4.53% Add +3.0% 2,036,615 $856.8M
Commerce Bank 5.65% Reduce -1.1% 2,029,594 $853.9M
Arizona State Retirement System 5.90% Reduce -0.2% 2,026,169 $852.4M
Rafferty Asset Management, LLC 3.18% Add +5.0% 2,024,942 $851.9M
CIBC Asset Management Inc 2.95% Add +7.8% 2,020,368 $850.0M
M&G PLC 5.90% — 2,009,672 $846.1M
Public Sector Pension Investment Board 6.13% Reduce -12.1% 2,010,371 $845.8M
WCM Investment Management, LLC 1.97% Add +0.7% 1,974,627 $830.8M
Comerica Bank 3.58% Reduce -1.1% 1,974,398 $830.7M
Mairs & Power Inc. 8.01% Reduce -0.5% 1,966,804 $827.5M
Mercer Global Advisors Inc. 2.33% Add +8.9% 1,943,227 $818.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 5.65% Reduce 0.0% 1,943,799 $817.8M
Captrust Financial Advisors 3.00% Add +18.5% 2,588,392 $817.3M
Cetera Investment Advisers 1.92% Add +252.3% 1,935,518 $814.3M
Lone Pine Capital 6.41% Add +6.5% 1,929,918 $812.0M
Pathstone Holdings, LLC 3.77% Add +1.8% 1,899,751 $799.3M
Clear Street LLC 27.32% Add +656.0% 1,890,000 $795.2M
Forsta Ap-Fonden 6.70% Add +9.0% 1,879,800 $790.9M
Magellan Asset Management Ltd 7.53% Reduce -4.5% 1,873,684 $788.3M
Alphinity Investment Management Pty Ltd 6.97% Reduce -7.0% 1,866,937 $785.5M
Hudson Bay Capital Management LP 7.74% Reduce -10.0% 1,835,536 $772.2M
USS Investment Management Ltd 6.36% Add +0.7% 1,837,300 $771.7M
Allen Investment Management, LLC 9.68% Add +3.4% 1,833,228 $771.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 7.65% Reduce -1.2% 1,918,608 $769.3M
AEGON ASSET MANAGEMENT UK Plc 11.30% Reduce -0.8% 1,794,339 $753.7M
Glenmede Trust Co. NA 3.76% Reduce -5.0% 1,783,406 $750.3M
Scotia Capital Inc. 4.44% Reduce -0.3% 1,774,460 $746.5M
Xponance LLC 7.79% Add +0.5% 1,768,078 $743.9M
Third Point 9.57% Reduce -12.4% 1,765,000 $742.6M
Veritas Asset Management LLP 5.38% Reduce -1.3% 1,761,391 $741.1M
Altarock Partners LP 15.86% Reduce -11.9% 1,754,186 $738.0M
Cardano Risk Management B.V. 22.66% Add +2.9% 1,736,493 $730.6M
Acadian Asset Management LLC 2.55% Add +0.8% 1,736,290 $730.5M
Alkeon Capital Management LLC 4.00% Add +30.1% 1,729,738 $727.7M
Longview Partners (Guernsey) LTD 4.70% Reduce -3.1% 1,728,529 $727.2M
Zurich Insurance Group Ltd 6.59% Add +4.3% 1,713,305 $720.8M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 8.59% Reduce -8.1% 1,700,000 $715.2M
Findlay Park Partners LLP 6.51% Reduce -1.7% 1,685,410 $709.1M
Cibc World Market Inc. 1.82% Add +18.4% 1,682,798 $708.0M
B. Metzler seel. Sohn & Co. AG 7.79% Reduce -2.4% 1,682,438 $705.4M
Brown Brothers Harriman & Co. 5.37% Reduce -2.2% 1,660,546 $698.6M
Tredje AP-fonden 7.21% Add +7.4% 1,653,185 $695.5M
Altimeter Capital Management 10.66% Reduce -0.2% 1,649,870 $694.1M
Teacher Retirement System of Texas 4.43% Reduce -3.5% 1,649,716 $694.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 4.70% Add +0.2% 1,631,198 $686.3M
Northwestern Mutual Wealth Management Co. 0.69% Reduce -0.3% 1,607,427 $676.3M
Amalgamated Bank 5.78% Reduce -12.6% 1,607,036 $676.1M
Viking Global Investors 2.50% New 1,596,887 $671.8M
Yacktman Asset Management 6.01% Reduce -2.9% 1,589,290 $668.6M
JARISLOWSKY, FRASER Ltd 3.79% Reduce -5.6% 1,570,363 $660.7M
Everett Harris & Co. 8.63% Reduce -1.0% 1,544,041 $649.6M
Texas Permanent School Fund Corp. 5.10% Add +0.1% 1,536,064 $646.3M
Gateway Investment Advisers LLC 7.33% Reduce -7.4% 1,530,163 $643.8M
Nissay Asset Management Corp. /Japan 4.45% Add +6.7% 1,527,114 $642.5M
Westfield Capital Management Co. LP 3.36% Reduce -2.2% 1,522,930 $640.7M
SG Americas Securities, LLC 3.32% Add +714.5% 1,515,883 $637.8M
Scge Management, L.P. 11.95% No change 1,500,000 $631.1M
Jane Street Group, LLC 0.81% Reduce -77.5% 1,493,654 $628.4M
Comgest Global Investors S.A.S. 8.73% Reduce -1.7% 1,489,963 $626.9M
Bahl & Gaynor LLC 3.40% Reduce -1.8% 1,452,889 $611.3M
OMERS ADMINISTRATION Corp 6.96% Reduce -2.3% 1,446,881 $608.7M
Cantillon Capital Management LLC 3.83% Reduce -2.0% 1,446,272 $608.5M
Harding Loevner LP 3.74% Add +48.9% 1,440,595 $606.1M
IFM Investors Pty Ltd 6.58% Reduce -0.1% 1,433,988 $603.3M
Sarasin & Partners LLP 5.91% Add +0.1% 1,427,433 $600.5M
Epoch Investment Partners, Inc. 2.65% Reduce -31.9% 1,418,645 $596.9M
Appaloosa 8.84% Reduce -17.6% 1,400,000 $589.0M
Vontobel Holding Ltd. 4.71% Reduce -5.2% 1,399,750 $588.9M
Egerton Capital (UK) LLP 5.64% Reduce -19.4% 1,387,066 $583.6M
PineStone Asset Management Inc. 9.26% Reduce -42.1% 1,383,832 $582.2M
Assetmark, Inc. 1.89% Add +8.0% 1,382,569 $581.7M
Cercano Management LLC 16.10% Reduce -2.0% 1,370,955 $576.8M
Boston Trust Walden Corp 4.07% Reduce -0.6% 1,355,733 $570.4M
Mn Services Vermogensbeheer B.V. 4.13% Add +182.1% 1,351,311 $568.5M
Daiwa Securities Group Inc. 3.26% Add +21.7% 1,349,137 $567.6M
Credit Agricole S A 9.47% Add +2.7% 1,371,337 $554.4M
Varma Mutual Pension Insurance Co 4.80% Add +62.5% 1,315,672 $553.5M
Compagnie Lombard Odier SCmA 9.78% Add +17.6% 1,312,898 $552.4M
TCW Group Inc. 5.59% Add +0.9% 1,312,352 $552.1M
BlueSpruce Investments, LP 9.85% Reduce -23.5% 1,309,673 $551.0M
Czech National Bank 7.09% Add +0.4% 1,307,487 $550.1M
Utah Retirement Systems 6.36% Add +0.1% 1,292,034 $543.6M
Van Lanschot Kempen Investment Management N.V. 6.65% Reduce -2.5% 1,269,978 $534.3M
Whale Rock Capital Management 7.92% Add +9.4% 1,266,838 $533.0M
Haverford Trust Co 5.56% Reduce -0.9% 1,264,776 $532.1M
Mirova US LLC 7.15% Reduce -1.7% 1,264,348 $531.9M
Capital Wealth Planning, LLC 5.57% Reduce -6.9% 1,239,433 $521.5M
Regions Financial Corp. 3.94% Reduce -7.8% 1,235,193 $519.7M
Teachers Retirement System of the State of Kentucky 4.60% Reduce -6.8% 1,221,796 $514.0M
GUARDCAP ASSET MANAGEMENT Ltd 6.26% Add +1.1% 1,214,053 $510.8M
Farallon Capital Management, L.L.C. 3.06% Reduce -9.5% 1,211,458 $509.7M
Cambridge Investment Research Advisors, Inc. 1.96% Add +1.9% 1,207,692 $508.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 5.61% Add +3.0% 1,205,380 $507.1M
Cincinnati Insurance Co. 8.18% No change 1,183,997 $498.1M
Trivest Advisors Ltd 17.45% Add +5.3% 1,180,830 $496.8M
Huntington National Bank 5.27% Reduce -1.0% 1,161,553 $488.7M
Connor, Clark & Lunn Investment Management Ltd. 2.07% Reduce -5.5% 1,143,536 $481.1M
Swiss Life Asset Management Ltd 6.65% Reduce -14.7% 1,137,169 $478.4M
Focus Partners Wealth 3.84% Add +73.8% 1,123,252 $472.6M
Altshuler Shaham Ltd 18.65% Reduce -0.3% 1,120,820 $471.6M
Ako Capital LLP 6.67% Add +0.2% 1,118,229 $470.5M
Factory Mutual Insurance Co. 5.39% Reduce -2.8% 1,114,398 $468.8M
New York Life Investment Management LLC 4.66% Reduce -3.6% 1,112,706 $468.1M
Duquesne Family Office 12.57% Add +2.4% 1,112,270 $468.0M
Saturna Capital Corp. 6.44% Add +5.8% 1,109,809 $466.9M
Guggenheim Capital LLC 3.31% Reduce -3.4% 1,108,953 $466.6M
QRG Capital Management, Inc. 5.92% Add +13.1% 1,108,137 $466.2M
MML Investors Services, LLC 1.92% Reduce -0.5% 1,106,270 $465.4M
Unisphere Establishment 4.62% Add +29.5% 1,087,750 $457.6M
Federation des caisses Desjardins du Quebec 3.29% Add +22.6% 1,102,067 $455.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 5.60% Add +4.9% 1,071,092 $450.6M
First Foundation Advisors 17.97% Reduce -1.2% 1,066,315 $448.6M
State of Alaska, Department of Revenue 5.08% Reduce -0.8% 1,060,210 $446.1M
Capital Group Private Client Services, Inc. 4.52% Reduce -11.6% 1,052,365 $442.8M
Newlands Management Operations LLC 3.56% No change 1,050,322 $441.9M
Banco Bilbao Vizcaya Argentaria, S.A. 5.03% Reduce -1.9% 1,044,732 $439.0M
Vulcan Value Partners, LLC 6.36% Reduce -5.0% 1,040,526 $437.9M
Holocene Advisors, LP 1.61% Add +2070.1% 1,037,588 $436.5M
Point72 Asset Management 1.27% Add +124.2% 1,023,260 $430.5M
Zacks Investment Management 4.58% Add +3.8% 1,020,560 $429.4M
TD Waterhouse Canada Inc. 3.19% Add +0.1% 904,635 $425.8M
Stockbridge Partners LLC 8.76% Add +8.0% 1,010,606 $425.2M
Mutual of America Capital Management LLC 4.53% Reduce -1.8% 1,001,737 $421.5M
Carmignac Gestion 6.66% Add +3.2% 1,000,826 $421.1M
Cresset Asset Management, LLC 2.04% Add +14.0% 996,346 $419.2M
Bartlett & Co. Wealth Management LLC 6.40% Add +0.6% 988,464 $415.9M
iA Global Asset Management Inc. 8.47% Reduce -2.5% 984,195 $414.1M
Yousif Capital Management, LLC 4.56% Reduce -2.0% 978,542 $411.7M
Employees Retirement System of Texas 4.50% Reduce -0.3% 977,785 $411.4M
ABN AMRO Bank N.V. 6.14% Add +1.1% 976,021 $410.8M
Mediolanum International Funds Ltd 6.67% — 974,049 $410.5M
Artemis Investment Management LLP 5.31% Reduce -9.0% 973,426 $409.4M
Ferguson Wellman Capital Management, Inc. 8.29% Add +2.0% 966,487 $406.6M
Groupama Asset Managment 7.43% Reduce -18.7% 811,037 $405.2M
Cullen/Frost Bankers, Inc. 6.00% Reduce -2.7% 963,039 $405.2M
Intech Investment Management LLC 5.63% Reduce -7.8% 949,224 $399.4M
Troy Asset Management Ltd 12.01% Reduce -1.9% 943,783 $397.1M
Vaughan Nelson Investment Management, L.P. 3.48% Add +0.0% 943,612 $397.0M
Banque Pictet & Cie SA 4.15% Add +5.2% 942,652 $394.9M
Quilter Plc 9.20% Add +1.6% 924,557 $389.0M
Lazard Freres Gestion S.A.S. 9.55% Reduce -0.1% 941,976 $385.6M
Cincinnati Financial Corp. 8.48% No change 915,250 $385.1M
Van Eck Associates Corp. 0.58% Add +1.2% 914,619 $384.8M
Eagle Asset Management Inc. 1.95% Add +13.2% 904,612 $384.1M
Welch & Forbes LLC 5.25% Add +0.5% 909,645 $382.7M
Evercore Wealth Management, LLC 5.97% Reduce -0.6% 905,091 $380.8M
Greenwoods Asset Management Hong Kong Ltd. 11.80% Reduce -23.4% 904,769 $380.7M
London Co. of Virginia 2.00% Reduce -18.0% 902,717 $379.8M
DAVENPORT & Co LLC 2.37% Reduce -4.4% 903,154 $379.6M
Empower Advisory Group, LLC 1.39% Reduce -1.2% 884,707 $372.2M
Brighton Jones LLC 13.36% Add +22.8% 880,471 $370.4M
Employees Provident Fund Board 6.49% Add +5.5% 879,672 $370.1M
MAI Capital Management 3.84% Add +13.2% 876,368 $368.7M
Skye Global Management LP 8.76% Reduce -32.4% 876,000 $368.6M
LGT Capital Partners LTD. 11.49% Reduce -13.0% 873,741 $367.6M
Chilton Investment Co. Inc. 10.03% Reduce -1.1% 869,600 $365.9M
Cannell & Spears LLC 7.46% Add +147.4% 857,760 $360.9M
Williams Jones Wealth Management, LLC. 4.59% Add +8.9% 856,350 $360.3M
E. Ohman J:or Asset Management AB 9.13% Add +31.5% 851,149 $358.1M
Whittier Trust Co. 5.21% Add +2.4% 849,265 $357.3M
LGT Group Foundation 8.43% Reduce -13.6% 848,348 $356.9M
Commerzbank Aktiengesellschaft 11.66% Reduce -7.4% 835,124 $351.4M
W1M Investment Management Ltd 7.27% Add +10.6% 833,167 $350.0M
Squarepoint Ops LLC 1.44% Reduce -35.6% 823,785 $346.6M
Bank Pictet & Cie (Europe) AG 9.04% Add +13.0% 826,347 $346.2M
Cwm, LLC 1.67% Add +6.2% 818,261 $344.3M
Bristol John W & Co. Inc. 5.84% Reduce -1.2% 814,733 $342.8M
Atalanta Sosnoff Capital, LLC 7.91% Reduce -0.9% 814,185 $342.5M
Capital International, Inc. 4.62% Reduce -4.4% 813,598 $342.3M
Jupiter Asset Management Ltd. 3.27% Add +1.8% 810,386 $340.9M
Lido Advisors, LLC 3.04% Add +7.2% 802,486 $337.6M
Burgundy Asset Management Ltd. 3.48% Reduce -4.1% 801,895 $337.4M
Intermede Investment Partners Ltd 6.83% Add +1.3% 796,308 $335.0M
Cryder Capital Partners LLP 14.55% Add +5.5% 795,272 $334.6M
HM Payson & Co. 6.16% Reduce -0.0% 788,458 $331.7M
Silvercrest Asset Management Group LLC 2.23% Reduce -1.4% 781,576 $328.8M
Beck Mack & Oliver LLC 6.65% Add +2.1% 780,098 $328.2M
Danica Pension, Livsforsikringsaktieselskab 7.26% — 775,358 $326.2M
Coldstream Capital Management Inc. 8.28% Add +1.0% 775,085 $326.1M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 22.04% Reduce -0.2% 773,500 $325.4M
Abn Amro Investment Solutions 5.64% Reduce -5.8% 771,455 $324.6M
Kestra Advisory Services, LLC 2.18% Add +10.6% 771,182 $324.5M
Bradley Foster & Sargent Inc. 5.85% Reduce -2.5% 770,492 $324.2M
Erste Asset Management GmbH 4.36% Add +3.0% 760,161 $320.3M
Achmea Investment Management B.V. 6.06% Add +1.4% 756,298 $318.2M
Laird Norton Wetherby Trust Company, LLC 42.97% Reduce -25.5% 753,980 $317.2M
Armstrong Henry H Associates Inc. 30.82% Reduce -2.3% 752,963 $316.8M
Border to Coast Pensions Partnership Ltd 7.07% No change 753,500 $316.8M
SRB Corp. 17.44% No change 748,727 $315.0M
NewEdge Advisors, LLC 2.74% Add +2.0% 746,906 $314.2M
Johnson Investment Counsel Inc. 3.41% Add +0.4% 745,952 $313.8M
Navera Investment Management Ltd. 6.15% Add +1.0% 746,386 $313.6M
Dorsal Capital Management, LP 10.29% Reduce -18.3% 735,000 $309.2M
Tiaa Trust, National Association 0.95% Add +1.3% 734,838 $309.2M
Clal Insurance Enterprises Holdings Ltd 3.41% No change 717,800 $302.0M
Fullerton Fund Management Co Ltd. 14.30% Add +13.5% 717,659 $301.9M
Aristotle Atlantic Partners, LLC 9.84% Reduce -3.2% 716,870 $301.6M
D.A. Davidson & Co. 2.72% Reduce -1.3% 716,854 $301.6M
Oppenheimer & Co. Inc. 4.96% Reduce -0.9% 710,579 $299.0M
Balyasny Asset Management L.P. 0.79% Reduce -4.3% 706,033 $297.0M
CCLA Investment Management 4.52% Add +1.3% 697,124 $294.1M
Pacer Advisors, Inc. 0.70% Add +8.2% 697,634 $293.5M
Vanguard Personalized Indexing Management, LLC 6.30% Add +9.6% 697,191 $293.3M
HHLR Advisors, LTD. 6.32% Reduce -5.1% 692,100 $291.2M
BI Asset Management Fondsmaeglerselskab A/S 5.48% Add +9.2% 690,277 $290.4M
Temasek Holdings (Private) Ltd 1.60% Add +24.9% 686,081 $288.6M
Perpetual Ltd 2.80% Reduce -0.3% 681,450 $286.7M
Financial Counselors Inc. 4.83% Reduce -3.1% 681,404 $286.7M
Steward Partners Investment Advisory, LLC 3.16% Add +12.3% 680,580 $286.3M
Fiduciary Trust Co 4.38% Reduce -1.3% 678,546 $285.5M
Marsico Capital Management LLC 9.36% No change 677,080 $284.9M
Ofi Invest Asset Management 7.70% Add +9.9% 727,316 $283.9M
Banco Santander, S.A. 3.41% Reduce -0.5% 672,636 $283.0M
O'shaughnessy Asset Management, LLC 3.13% Add +15.4% 671,978 $282.7M
United Capital Financial Advisors, LLC 2.32% Reduce -5.3% 669,683 $281.7M
Ieq Capital, LLC 4.03% Add +5.5% 666,551 $280.4M
First Eagle Investment Management, LLC 0.63% Reduce -0.1% 660,956 $278.1M
Louisiana State Employees Retirement System 5.39% Reduce -3.0% 658,000 $276.8M
Wealthfront Advisers LLC 0.96% Add +3.2% 653,318 $274.9M
Joho Capital LLC 38.03% No change 651,700 $274.2M
Elo Mutual Pension Insurance Co 6.37% Add +4.7% 645,144 $271.4M
Douglass Winthrop Advisors, LLC 5.57% Reduce -1.3% 642,496 $270.3M
Gulf International Bank (UK) Ltd 6.81% Add +1.9% 642,356 $270.3M
Beacon Pointe Advisors, LLC 2.99% Reduce -0.4% 637,600 $268.3M
Trillium Asset Management, LLC 6.81% Add +4.7% 636,125 $267.6M
Oregon Public Employees Retirement Fund 5.31% Reduce -7.5% 635,177 $267.2M
Badgley Phelps Wealth Managers, LLC 6.68% Reduce -0.4% 634,665 $267.0M
EP Wealth Advisors, LLC 3.12% Add +1.2% 633,850 $266.7M
Sapient Capital LLC 5.84% Reduce -0.2% 626,302 $263.5M
Guinness Asset Management LTD 5.47% Add +0.2% 624,684 $262.8M
Worldquant Millennium Advisors LLC 3.24% Reduce -20.3% 624,705 $262.8M
Crestwood Advisors Group, LLC 5.71% Add +0.7% 621,404 $261.4M
Canoe Financial LP 4.31% New 621,147 $261.3M
Foxhaven Asset Management, LP 7.03% Reduce -2.5% 619,560 $260.7M
Clark Capital Management Group, Inc. 1.94% Add +2.4% 619,525 $260.6M
Hyperion Asset Management Ltd 10.92% Reduce -11.1% 617,400 $259.8M
Railway Pension Investments Ltd 2.52% Add +7.4% 615,400 $258.9M
Kornitzer Capital Management Inc. 4.73% Reduce -1.9% 610,811 $257.0M
Prudential PLC 2.09% Add +76.2% 602,181 $253.3M
Riverbridge Partners LLC 3.08% Reduce -4.0% 600,776 $252.8M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 11.29% Reduce -2.5% 598,927 $252.0M
Oppenheimer Asset Management Inc. 3.68% Reduce -15.9% 597,259 $251.3M
Great Lakes Advisors, LLC 2.13% Add +9.8% 596,106 $250.8M
Qube Research & Technologies Ltd 0.45% Reduce -56.8% 596,076 $250.8M
Congress Asset Management Co. 1.78% Reduce -1.4% 592,741 $249.4M
Samlyn Capital, LLC 4.33% Add +56.1% 591,399 $248.8M
Capitolis Liquid Global Markets LLC 3.98% Add +119.8% 589,200 $247.9M
Whittier Trust Co. of Nevada Inc. 7.09% Add +1.9% 587,516 $247.2M
Baron Capital (BAMCO) 0.66% Add +8.7% 586,917 $246.9M
UMB Bank, n.a. 3.87% Reduce -2.5% 581,348 $244.6M
Bridgewater Associates 1.23% Add +193.1% 579,525 $243.8M
Tocqueville Asset Management L.P. 3.96% Reduce -0.5% 575,531 $242.1M
Private Advisor Group, LLC 1.74% Reduce -0.2% 575,190 $242.0M
Gabelli Funds LLC 1.81% Reduce -0.9% 573,841 $241.4M
Daiichi Life Insurance Co., Ltd. 5.41% Reduce -3.5% 569,950 $239.8M
Milestone Resources Group Ltd 8.42% Reduce -0.0% 568,973 $239.4M
Quantinno Capital Management LP 5.20% Add +50.4% 568,217 $239.1M
Maryland State Retirement & Pension System 4.76% Add +0.6% 581,784 $238.9M
Pinnacle Financial Partners Inc 5.17% Reduce -1.0% 567,882 $238.9M
Advisors Capital Management, LLC 4.36% Add +10.3% 566,166 $238.2M
Kentucky Retirement Systems 7.09% Reduce -5.1% 564,289 $237.4M
Silvant Capital Management LLC 11.32% Add +0.8% 563,666 $237.1M
NewEdge Wealth, LLC 5.29% Add +12.3% 592,008 $235.5M
Westwood Holdings Group Inc. 1.81% Reduce -11.8% 540,969 $227.6M
SpiderRock Advisors, LLC 7.28% — 538,251 $224.6M
APG Asset Management US Inc. 1.30% Add +49.4% 528,027 $224.2M
Adams Diversified Equity Fund, Inc. 7.94% No change 531,800 $223.7M
Agf Management Ltd. 1.24% Reduce -5.0% 536,354 $223.0M
South Dakota Investment Council 4.63% Add +0.0% 529,602 $222.8M
Argent Capital Management LLC 6.46% Reduce -0.5% 527,196 $221.8M
Voloridge Investment Management, LLC 0.81% Reduce -31.4% 526,425 $221.5M
Munro Partners 7.93% Add +26.9% 525,493 $221.1M
NS Partners Ltd 10.16% Reduce -0.3% 524,404 $220.6M
Kensico Capital Management Corp. 7.26% Reduce -0.8% 522,500 $219.8M
First Financial Bankshares Inc 4.95% Reduce -7.0% 522,450 $219.8M
Sequoia Financial Advisors, LLC 2.74% Add +0.9% 522,442 $219.8M
Capital Counsel LLC 10.02% Reduce -0.2% 518,549 $218.2M
AE Wealth Management LLC 2.46% Reduce -54.0% 518,215 $218.0M
Illinois Municipal Retirement Fund 3.32% Add +7.8% 516,741 $217.4M
Peapack Gladstone Financial Corp. 3.38% Reduce -0.6% 513,883 $216.2M
Ethic Inc. 5.43% Add +11.7% 510,501 $214.8M
Markel Group 2.09% Add +0.9% 502,830 $211.6M
Scharf Investments, LLC 5.72% Reduce -3.2% 501,978 $211.2M
Flputnam Investment Management Co. 4.49% Reduce -0.7% 501,327 $210.9M
Envestnet Portfolio Solutions, Inc. 0.79% Add +17.4% 500,564 $210.6M
Southpoint Capital Advisors LP 4.16% No change 500,000 $210.4M
Crawford Investment Counsel Inc. 3.92% Reduce -2.8% 499,683 $210.2M
Tower Research Capital LLC (TRC) 5.06% Reduce -56.5% 499,518 $210.2M
Nicholas Company, Inc. 3.46% No change 498,345 $209.7M
Atria Wealth Solutions, Inc. 2.37% Add +13.5% 498,248 $209.6M
Meyer Handelman Co. 7.33% Add +3.0% 496,655 $209.0M
Morningstar Investment Services LLC 2.28% Reduce -55.7% 491,073 $207.0M
Capital Advisors Inc. 4.42% Add +4.2% 490,225 $206.2M
Pinnacle Associates Ltd. 3.24% Reduce -3.3% 488,393 $205.5M
Focused Investors Fund L P 6.35% — 482,150 $202.9M
Focused Investors LLC 6.35% Reduce -14.4% 482,150 $202.9M
PointState Capital LP 6.12% Add +29.3% 480,979 $202.4M
Hartford Investment Management Co. 7.13% Reduce -4.1% 480,114 $202.0M
LBP Am SA 7.97% Reduce -48.9% 475,268 $200.0M
PGGM Investments 2.87% Add +32.4% 470,679 $198.0M
Delta Asset Management LLC 17.42% Reduce -2.9% 468,223 $197.0M
Quintet Private Bank (Europe) S.A. 8.79% Reduce -10.2% 401,771 $196.9M
Prio Wealth Limited Partnership 5.66% Add +5.4% 465,869 $196.0M
Shelton Capital Management 5.59% Add +2.1% 464,387 $195.4M
Busey Bank 6.91% Add +1.2% 463,122 $194.8M
ACR Alpine Capital Research, LLC 5.90% Reduce -18.7% 462,298 $194.5M
La Financiere DE L'echiquier 8.31% Reduce -0.8% 458,769 $193.0M
Country Trust Bank 5.00% Reduce -3.3% 458,027 $192.7M
Bailard, Inc. 5.30% Add +0.6% 456,382 $192.0M
Edmond DE Rothschild Holding S.A. 3.24% Add +0.6% 455,419 $191.6M
Contour Asset Management LLC 7.35% Reduce -7.5% 447,433 $188.2M
Ilmarinen Mutual Pension Insurance Co 2.28% Add +4.6% 444,500 $187.0M
Atria Investments, Inc 2.57% Add +1.2% 443,736 $186.6M
Crossmark Global Holdings, Inc. 3.61% Reduce -2.3% 442,346 $186.1M
Capital International Sarl 6.13% Reduce -18.5% 439,591 $184.9M
Bokf, NA 3.36% Reduce -5.1% 434,800 $184.6M
Securian Asset Management, Inc. 5.40% Reduce -7.0% 437,651 $184.1M
Associated Banc-Corp 5.79% Reduce -0.1% 434,401 $182.8M
Rokos Capital Management LLP 4.76% Add +171.7% 433,928 $182.4M
Performance Wealth Partners, LLC 7.64% Add +5.9% 432,574 $182.0M
Glenview Trust Co 3.90% Add +1.3% 431,031 $181.3M
Stonegate Investment Group, LLC 5.68% Reduce -10.4% 430,229 $181.0M
OVERSEA-CHINESE BANKING Corp Ltd 5.81% Reduce -9.1% 429,949 $180.8M
Douglas Lane & Associates, LLC 2.55% Reduce -3.5% 428,730 $180.4M
Synovus Financial Corp. 2.34% Reduce -0.1% 427,772 $180.0M
Hotchkis & Wiley Capital Management LLC 0.60% Reduce -56.5% 427,608 $179.9M
ANTIPODES PARTNERS Ltd 5.65% Reduce -2.8% 424,851 $178.7M
Penserra Capital Management LLC 2.24% Reduce -12.7% 424,400 $178.6M
Nippon Life Global Investors Americas, Inc. 8.30% Add +5.6% 422,440 $177.7M
Ninety One North America, Inc. 8.59% Add +1.6% 420,214 $176.8M
TrinityBridge Ltd 6.45% Add +0.8% 420,630 $176.7M
Confluence Investment Management LLC 2.36% Reduce -4.2% 417,655 $175.7M
Modera Wealth Management, LLC 2.68% Reduce -0.8% 417,548 $175.7M
Two Sigma Investments, LP 0.44% Reduce -43.9% 416,918 $175.4M
Townsquare Capital LLC 2.56% Add +10.4% 415,663 $174.9M
Staley Capital Advisers Inc. 8.14% Reduce -2.0% 414,383 $174.3M
Davis R M Inc. 3.63% Reduce -0.7% 412,541 $173.6M
Bridges Investment Management Inc. 5.39% Reduce -1.8% 410,247 $172.6M
Freestone Capital Holdings, LLC 6.42% Reduce -1.2% 408,867 $172.0M
Northwest & Ethical Investments L.P. 4.95% Add +6.0% 408,461 $171.8M
Metis Global Partners, LLC 6.22% Add +0.3% 406,960 $171.2M
Orion Porfolio Solutions, LLC 1.83% Add +0.6% 406,172 $170.9M
Orion Portfolio Solutions, LLC 1.83% Add +0.6% 406,172 $170.9M
Avenir Corp. 14.61% Reduce -6.5% 405,598 $170.6M
Salem Investment Counselors Inc. 5.59% Add +0.5% 404,978 $170.4M
Stock Yards Bank & Trust Co. 5.63% Add +1.0% 404,076 $170.0M
Florida Trust Wealth Management Co 5.79% Reduce -2.3% 404,022 $170.0M
NZS Capital, LLC 7.03% Add +8.7% 402,808 $169.5M
Raymond James Trust N.A. 4.10% Add +0.4% 402,024 $169.1M
Tidal Investments LLC 2.88% Add +17.6% 400,410 $168.5M
Crake Asset Management LLP 16.99% Add +77.8% 400,073 $168.3M
Investment Management Corp of Ontario 5.00% Reduce -19.5% 399,510 $168.1M
Rheos Capital Works Inc. 8.01% Reduce -17.9% 397,800 $167.4M
Cambridge Trust Co. 6.29% Reduce -1.6% 395,403 $166.4M
SVB Wealth LLC 3.69% Reduce -5.9% 393,741 $165.7M
Nwi Management LP 22.19% Add +196.2% 385,000 $162.0M
Castleark Management LLC 6.71% Reduce -6.8% 383,595 $161.4M
Becker Capital Management Inc. 5.51% Reduce -2.0% 381,001 $160.3M
MassMutual Private Wealth & Trust, FSB 4.97% Reduce -0.8% 379,487 $159.7M
Rwa Wealth Partners, LLC 2.14% Reduce -1.4% 378,755 $159.4M
Boston Financial Mangement LLC 5.06% Reduce -1.1% 378,187 $159.1M
Covea Finance 7.47% Reduce -4.1% 375,690 $158.1M
New Mexico Educational Retirement Board 5.66% Reduce -3.2% 374,447 $157.5M
Moore Capital Management, LP 3.32% Add +146.5% 369,869 $155.6M
GW&K Investment Management, LLC 1.37% Reduce -11.7% 369,012 $155.3M
Martin Currie Ltd. 4.77% Add +0.0% 368,881 $155.2M
Quadrature Capital Ltd 2.65% Reduce -37.6% 368,980 $155.0M
Manning & Napier Group, LLC 1.93% Reduce -1.4% 367,855 $154.8M
Ossiam 2.70% Reduce -1.2% 366,360 $154.1M
Saratoga Research & Investment Management 6.99% Reduce -1.4% 365,840 $153.9M
Ariel Investments 1.51% Reduce -0.5% 365,791 $153.9M
Prime Capital Investment Advisors, LLC 2.14% Reduce -0.5% 363,522 $152.9M
CTC LLC 2.51% Reduce -3.8% 361,398 $152.0M
Gladstone Capital Management LLP 15.04% Add +26.9% 361,104 $151.9M
Mar Vista Investment Partners LLC 6.63% Reduce -3.7% 361,063 $151.9M
DF Dent & Co. Inc. 1.84% Add +0.3% 358,395 $150.8M
Mission Wealth Management, LP 4.04% Add +15.1% 358,042 $150.6M
AIA Group Ltd 4.90% Add +0.5% 356,622 $150.0M
Steadfast Capital Management LP 3.41% Reduce -13.6% 356,100 $149.8M
James Hambro & Partners LLP 6.99% Reduce -2.7% 355,708 $149.4M
Marathon Asset Management Ltd 3.96% Reduce -5.6% 352,841 $148.4M
Norinchukin Bank, The 4.44% Add +6.0% 352,374 $148.3M
Shell Asset Management Co. 6.70% Reduce -10.9% 329,312 $147.2M
TCTC Holdings, LLC 4.84% Reduce -0.1% 346,147 $145.6M
Braun Stacey Associates Inc. 5.74% Reduce -2.1% 344,868 $145.1M
Formuepleje A/S 8.20% Add +5.6% 344,703 $145.0M
BNP Paribas 6.66% — 339,789 $142.7M
Cornerstone Advisors, LLC 5.91% Reduce -12.4% 339,100 $142.7M
InterOcean Capital Group, LLC 3.37% Reduce -10.7% 335,097 $141.0M
Zevenbergen Capital Investments LLC 2.99% Add +3.5% 334,201 $140.6M
D1 Capital Partners 2.13% Reduce -48.1% 333,542 $140.3M
Profund Advisors LLC 5.45% Reduce -3.8% 332,715 $140.0M
Capital International Ltd. 6.66% Reduce -23.0% 330,730 $139.1M
Bristlecone Advisors, LLC 12.17% Add +0.3% 328,914 $138.4M
Park National Corp. 5.33% Reduce -6.5% 328,782 $138.3M
J. L. Bainbridge & Co., Inc. 14.72% Reduce -0.7% 328,746 $138.3M
Cohen Klingenstein LLC 5.13% No change 327,500 $137.8M
Sit Investment Associates Inc. 3.17% Reduce -1.9% 327,489 $137.8M
Tokio Marine Asset Management Co. Ltd. 6.94% Add +4.8% 326,862 $137.5M
Allianz SE 4.32% — 325,694 $137.0M
Alyeska Investment Group, L.P. 0.85% Add +13.1% 322,930 $135.9M
TOMS Capital Investment Management LP 8.78% Reduce -0.6% 321,000 $135.1M
Howland Capital Management LLC 6.51% Reduce -1.8% 320,385 $134.8M
Stratos Wealth Partners, LTD. 2.26% Add +9.4% 320,363 $134.8M
KCM Investment Advisors LLC 5.00% Reduce -0.7% 319,785 $134.5M
Wafra Inc. 7.04% Reduce -0.8% 318,849 $134.1M
Old National Bancorp 3.17% Reduce -0.3% 317,891 $133.7M
Hantz Financial Services, Inc. 2.61% Reduce -4.3% 317,881 $133.7M
Cypress Funds LLC 14.34% Reduce -7.8% 317,655 $133.6M
Elite Wealth Management, Inc. 32.53% Reduce -0.1% 317,518 $133.6M
Vaughan David Investments LLC 3.29% Reduce -2.1% 314,462 $132.3M
Clifford Swan Investment Counsel LLC 4.88% Reduce -4.4% 312,178 $131.3M
Independent Advisor Alliance 4.74% Add +0.5% 311,975 $131.3M
Greenleaf Trust 1.22% Reduce -2.6% 311,584 $131.1M
Choate Investment Advisors 3.51% Add +2.0% 310,200 $130.5M
Clarius Group, LLC 8.98% Add +0.2% 309,215 $130.1M
Hancock Whitney Corp. 4.49% Add +1.2% 308,841 $129.9M
Heritage Investors Management Corp. 4.56% Reduce -1.6% 307,024 $129.2M
Eastern Bank 5.37% Reduce -3.1% 306,633 $129.0M
Stephens Inc. 1.99% Reduce -3.4% 304,324 $128.0M
HRT Financial LP 0.79% Add +13.2% 303,701 $127.8M
HS Management Partners, LLC 5.85% Add +9.4% 303,225 $127.6M
Mondrian Investment Partners LTD 1.75% Reduce -29.2% 302,640 $127.3M
Chilton Capital Management LLC 6.03% Add +4.4% 302,146 $127.1M
Bain Capital Public Equity Management II, LLC 5.21% Add +1.2% 302,086 $127.1M
Composition Wealth, LLC 3.20% Reduce -1.1% 301,857 $127.0M
Chartwell Investment Partners, LLC 4.39% Add +0.4% 301,258 $126.7M
Wilkinson Global Asset Management LLC 7.95% Reduce -4.8% 300,468 $126.4M
Metropolitan Life Insurance Co 5.49% Reduce -0.9% 299,694 $126.1M
Fort Pitt Capital Group, LLC 3.88% Reduce -4.5% 299,280 $125.9M
McDaniel Terry & Co. 11.13% Reduce -1.8% 297,569 $125.2M
Highland Capital Management, LLC 7.18% Reduce -0.8% 296,911 $124.9M
Mogy Joel R Investment Counsel Inc. 8.46% Reduce -2.7% 295,775 $124.4M
Mesirow Financial Investment Management, Inc. 2.82% Add +8.0% 295,057 $124.1M
Advisors Asset Management, Inc. 2.35% Reduce -3.3% 290,793 $122.3M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 4.41% Reduce -2.9% 289,555 $121.8M
Fortis Capital Management LLC 31.85% Add +0.1% 288,654 $121.4M
Avantax Advisory Services, Inc. 1.07% Add +7.5% 286,682 $120.6M
Wesbanco Bank Inc. 4.55% Add +39.1% 286,223 $120.4M
Ami Asset Management Corp. 6.13% Add +2.6% 285,082 $119.9M
Birch Hill Investment Advisors LLC 5.82% Reduce -2.4% 284,317 $119.6M
Bollard Group LLC 3.61% Add +0.6% 283,701 $119.4M
Wilmington Savings Fund Society, FSB 4.58% — 283,376 $119.2M
Kestra Private Wealth Services, LLC 2.69% Add +1.4% 283,251 $119.2M
Empire Life Investments Inc. 7.30% Reduce -1.5% 282,811 $119.0M
Walleye Trading LLC 1.95% Reduce -54.7% 282,671 $118.9M
Banque Cantonale Vaudoise 4.65% Add +1.8% 282,295 $118.8M
Cullen Capital Management, LLC 1.31% Add +20.4% 279,517 $117.6M
Private Wealth Partners, LLC 9.34% Reduce -3.7% 277,646 $116.8M
Delta Global Management LP 8.87% Add +78.3% 277,205 $116.6M
HB Wealth Management, LLC 1.47% Add +2.8% 276,627 $116.4M
Hyman Charles D 6.43% Reduce -0.1% 276,446 $116.3M
NEOS Investment Management LLC 7.20% Add +35.1% 276,257 $116.2M
Daymark Wealth Partners, LLC 6.24% Add +0.3% 370,356 $115.9M
Donaldson Capital Management, LLC 4.82% Reduce -9.2% 275,414 $115.9M
Connectus Wealth, LLC 3.15% Reduce -43.8% 428,145 $115.9M
Carnegie Investment Counsel 3.59% Reduce -0.7% 273,895 $115.2M
Argent Trust Co 5.15% Reduce -0.8% 272,101 $114.5M
Palestra Capital Management LLC 4.36% Reduce -15.2% 269,942 $113.6M
Migdal Insurance & Financial Holdings Ltd. 1.81% Add +48.9% 269,284 $113.3M
Farmers & Merchants Investments Inc. 3.82% Add +0.6% 268,671 $113.0M
Aptus Capital Advisors, LLC 2.41% Add +13.5% 267,356 $112.5M
Dakota Wealth Management 2.80% Add +11.5% 266,540 $112.1M
Meiji Yasuda Asset Management Co Ltd. 4.74% Add +3.8% 264,643 $111.3M
Curi Capital, LLC 2.60% Add +18.2% 264,534 $111.3M
Ziegler Capital Management, LLC 4.22% Reduce -7.5% 263,705 $110.9M
Gilder Gagnon Howe & Co. LLC 1.39% Add +4.0% 263,492 $110.9M
Empirical Finance, LLC 6.77% Add +3.6% 262,194 $110.3M
Integrated Wealth Concepts LLC 1.59% Add +6.4% 260,854 $109.8M
JTC Employer Solutions Trustee Ltd 6.96% Add +0.1% 260,146 $109.7M
Spire Wealth Management 2.01% Reduce -3.0% 194,558 $109.6M
NorthCoast Asset Management LLC 1.39% Add +52.8% 260,320 $109.5M
Voyager Global Management LP 5.29% Add +52.9% 260,000 $109.4M
SurgoCap Partners LP 5.86% Reduce -42.9% 259,553 $109.2M
Consulta Ltd 7.03% No change 259,500 $109.2M
Chicago Capital, LLC 3.32% Add +43.0% 259,079 $109.0M
Parthenon LLC 13.81% Reduce -1.5% 258,828 $108.9M
Davis Selected Advisers 0.61% Reduce -22.4% 258,645 $108.8M
Simplicity Wealth,LLC 2.58% Add +4496.8% 257,285 $108.2M
Northeast Investment Management 5.32% Reduce -0.2% 257,268 $108.2M
CENTRAL TRUST Co 2.69% Reduce -2.0% 257,026 $108.1M
Vinva Investment Management Ltd 6.01% Add +7.0% 254,735 $107.2M
Himension Capital (singapore) Pte. LTD. 8.02% Reduce -10.8% 254,189 $106.9M
Citizens Financial Group Inc. 3.57% Add +0.5% 253,903 $106.8M
Caledonia Investments PLC 13.74% Reduce -3.5% 253,317 $106.4M
Advisory Services Network, LLC 2.35% Add +7.9% 252,059 $106.0M
Systematic Alpha Investments, LLC 4.24% No change 251,402 $105.8M
Guyasuta Investment Advisors Inc. 7.65% Reduce -0.3% 280,696 $105.6M
LMR Partners LLP 3.79% Add +135.8% 250,805 $105.5M
Benjamin F. Edwards & Company, Inc. 1.91% Reduce -0.9% 250,199 $105.3M
Alpha Cubed Investments, LLC 5.50% Reduce -3.1% 250,156 $105.2M
NorthCrest Asset Manangement, LLC 3.58% Reduce -5.4% 249,814 $105.1M
Westpac Banking Corp. 8.00% Reduce -1.6% 249,561 $105.0M
Osterweis Capital Management Inc. 7.04% Reduce -8.6% 249,257 $104.9M
Maple Capital Management, Inc. 9.53% Add +0.9% 249,102 $104.8M
Andra AP-fonden 1.85% New 247,900 $104.3M
Nwam LLC 8.41% Reduce -0.7% 252,738 $104.1M
Grandfield & Dodd, LLC 6.57% Reduce -0.9% 247,284 $104.0M
Sather Financial Group Inc 7.47% Reduce -0.3% 247,281 $104.0M
Laird Norton Wetherby Wealth Management, LLC 4.94% Reduce -1.1% 246,007 $103.5M
Bowen Hanes & Co. Inc. 2.95% Reduce -1.7% 245,766 $103.4M
Omega Advisors (Leon Cooperman) 4.31% No change 245,705 $103.4M
Keystone Investors Pte Ltd. 8.96% Reduce -21.2% 245,320 $103.2M
Kentucky Retirement Systems Insurance Trust Fund 7.09% Reduce -7.4% 245,210 $103.2M
Stack Financial Management, Inc 9.40% Reduce -0.6% 243,505 $102.4M
Avalon Trust Co 8.38% Add +2.4% 242,760 $102.1M
Klingenstein Fields & Co. LP 4.24% Reduce -2.4% 242,475 $102.0M
Homestead Advisers Corp 2.39% Reduce -12.8% 242,287 $102.0M
Roffman Miller Associates Inc. 6.79% Reduce -3.0% 241,390 $101.6M
Rockland Trust Co. 5.34% Reduce -3.6% 240,997 $101.4M
Jia Investment Alliance Pte. LTD. 12.36% Add +5.2% 240,900 $101.4M
Chesley Taft & Associates LLC 5.18% Reduce -0.6% 240,796 $101.3M
Investment House LLC 5.95% Add +27.3% 240,634 $101.2M
Soma Equity Partners LP 5.92% Add +45.9% 240,293 $101.1M
Dana Investment Advisors, Inc. 3.35% Reduce -0.6% 239,730 $100.9M
Bristol Gate Capital Partners Inc. 4.73% Reduce -0.4% 239,453 $100.7M
GTS Securities LLC 2.72% Reduce -38.5% 238,724 $100.4M
Ycg, LLC 7.97% Reduce -3.7% 236,413 $100.2M
First National Trust Co 4.07% Add +0.6% 238,249 $100.2M
Ancora Advisors LLC 2.29% Add +0.4% 237,780 $100.0M
Hardman Johnston Global Advisors LLC 3.45% Reduce -4.7% 237,392 $99.9M
Evergreen Capital Management LLC 3.75% Reduce -2.0% 236,025 $99.3M
Northwestern Mutual Investment Management Company, LLC 2.59% Add +0.2% 235,782 $99.2M
Wedbush Securities Inc. 3.69% Add +10.8% 235,060 $98.9M
Oak Ridge Investments LLC 9.94% Add +4.0% 234,111 $98.5M
Wesleyan Assurance Society 8.71% No change 234,050 $98.3M
Sander Capital Advisors Inc. 47.68% Add +0.5% 232,309 $97.7M
Norris Perne & French LLP 7.03% Reduce -2.2% 231,665 $97.5M
Apollon Wealth Management, LLC 3.04% Add +1.4% 229,769 $96.7M
Edgemoor Investment Advisors, Inc. 9.19% Reduce -1.2% 228,708 $96.2M
Triple Frond Partners LLC 10.95% No change 228,654 $96.2M
Savant Capital, LLC 1.10% Reduce -2.7% 228,588 $96.2M
Meiji Yasuda Life Insurance Co 2.04% Add +6.5% 228,369 $96.1M
Nan Shan Life Insurance Co., Ltd. 2.26% Add +24.9% 228,127 $96.0M
Mutual Advisors, LLC 3.08% Add +4.8% 227,931 $95.9M
Baker Avenue Asset Management, LP 3.70% Add +13.6% 227,828 $95.9M
Bleakley Financial Group, LLC 2.77% Add +5.3% 227,691 $95.8M
Vestor Capital, LLC 8.05% Add +1.8% 226,565 $95.3M
Snowden Capital Advisors LLC 3.01% Add +12.4% 226,349 $95.2M
Franklin Street Advisors Inc. 7.02% Reduce -0.6% 225,484 $94.9M
Motley Fool Asset Management LLC 6.11% Add +8.1% 224,574 $94.5M
Ingalls & Snyder LLC 4.20% Reduce -1.7% 224,252 $94.3M
Baader Bank Aktiengesellschaft 7.70% Reduce -11.2% 224,246 $94.3M
Vestcor Inc 3.22% Reduce -11.5% 223,593 $94.1M
Waters Parkerson & Co., LLC 4.82% Reduce -1.4% 223,039 $93.8M
Berkshire Asset Management LLC 4.94% Reduce -1.1% 221,723 $93.3M
Smith Group Asset Management, LLC 5.33% Reduce -9.5% 221,303 $93.1M
United Services Automobile Association 2.29% Add +0.3% 221,184 $93.1M
W1M Asset Management Ltd 7.10% Reduce -12.6% 220,893 $92.9M
Locust Wood Capital Advisers, LLC 3.65% Reduce -2.6% 220,159 $92.6M
Kinetic Partners Management, LP 6.46% Reduce -26.7% 220,095 $92.6M
Obermeyer Wealth Partners 5.46% Add +1.4% 220,090 $92.6M
TRB Advisors LP 19.99% Reduce -31.3% 220,000 $92.6M
Moors & Cabot, Inc. 5.02% Add +0.2% 219,862 $92.5M
OneDigital Investment Advisors LLC 1.45% Add +2.3% 219,508 $92.4M
WASHINGTON TRUST Co 3.39% Reduce -0.5% 219,431 $92.3M
First Citizens Bank & Trust Co. 1.77% Add +44.0% 219,068 $92.2M
B. Riley Wealth Advisors, Inc. 2.49% Add +7.2% 291,447 $92.0M
Junto Capital Management LP 2.04% Add +192.7% 218,575 $92.0M
Blue Whale Capital LLP 9.69% Reduce -16.7% 218,264 $91.8M
Mill Capital Management, LLC 7.63% Reduce -5.5% 217,131 $91.4M
Dearborn Partners LLC 3.91% Reduce -14.4% 216,251 $91.0M
Ameritas Investment Partners, Inc. 3.12% Reduce -1.4% 215,919 $90.8M
Exencial Wealth Advisors, LLC 3.39% Reduce -3.6% 215,603 $90.7M
Lincoln National Corp. 1.41% Add +3.2% 214,826 $90.4M
TPG GP A, LLC 1.73% Reduce -38.8% 214,178 $90.1M
Sandy Spring Bank 4.09% Reduce -0.6% 213,533 $89.8M
Azimuth Capital Investment Management LLC 3.70% Add +0.3% 213,283 $89.7M
GAM Holding AG 6.48% Reduce -2.3% 212,861 $89.6M
Kanawha Capital Management LLC 7.15% Reduce -2.6% 212,434 $89.4M
Phoenix Financial Ltd. 1.23% Add +49.3% 212,334 $89.3M
Select Equity Group, L.P. 0.32% Add +56.1% 211,520 $89.0M
Allworth Financial LP 0.63% Add +5.8% 211,512 $89.0M
Styrax Capital, LP 6.37% No change 210,543 $88.6M
Jones Financial Companies LLLP 0.12% Add +14.3% 210,497 $88.6M
Park Avenue Securities LLC 1.14% Add +6.1% 209,717 $88.2M
Venture Visionary Partners LLC 4.19% Reduce -0.1% 209,649 $88.2M
Aureus Asset Management, LLC 6.02% Reduce -0.2% 209,465 $88.1M
Ironvine Capital Partners, LLC 9.61% Reduce -0.9% 208,199 $87.6M
Smith Chas P & Associates Pa Cpas 5.28% Reduce -13.3% 207,696 $87.4M
Campbell Newman Asset Management Inc. 7.08% Reduce -2.1% 207,614 $87.3M
Community Trust & Investment Co. 6.14% Reduce -1.3% 207,448 $87.3M
Symmetry Investments LP 9.13% Add +206.4% 207,426 $87.3M
WT Asset Management Ltd 8.86% New 207,228 $87.2M
Talbot Financial, LLC 11.65% Add +1.1% 206,954 $87.1M
Trust Co. of Vermont 4.83% Add +15.3% 206,292 $86.8M
Kintegral Advisory, LLC 8.68% Reduce -0.3% 206,270 $86.8M
Davidson Investment Advisors 4.50% Add +0.8% 206,066 $86.7M
General American Investors Co. Inc. 6.40% No change 205,000 $86.2M
Calamos Wealth Management LLC 4.94% Add +2.7% 204,793 $86.2M
Kingsview Wealth Management, LLC 2.15% Add +4.9% 204,109 $85.9M
Wedge Capital Management L L P 1.39% Add +1624.8% 203,868 $85.8M
Siemens Fonds Invest GmbH 6.61% Reduce -1.0% 203,820 $85.8M
Woodley Farra Manion Portfolio Management Inc. 4.70% Reduce -3.2% 202,765 $85.3M
LMCG Investments, LLC 5.02% Reduce -2.6% 202,732 $85.3M
Welch Group, LLC 4.23% Reduce -7.4% 202,580 $85.2M
Bowie Capital Management, LLC 7.00% Add +25.7% 202,182 $85.1M
NBT Bank, N.A. 6.20% Reduce -2.0% 201,225 $84.7M
Liontrust Investment Partners LLP 1.18% Reduce -11.4% 200,908 $84.5M
Logan Capital Management Inc. 3.61% Reduce -0.3% 200,669 $84.4M
GFI Investment Counsel Ltd. 10.69% Reduce -5.7% 200,609 $84.4M
Alberta Investment Management Corp 0.89% Add +16.0% 200,350 $84.3M
Paralel Advisors LLC 3.86% No change 200,000 $84.1M
United American Securities Inc. (d/b/a UAS Asset Management) 22.46% Reduce -2.9% 199,715 $84.0M
Meeder Asset Management Inc. 5.30% Reduce -26.4% 199,384 $83.9M
ZWJ Investment Counsel Inc. 3.81% Reduce -2.7% 199,067 $83.8M
First American Bank 6.32% Add +2.0% 198,802 $83.6M
Merit Financial Group, LLC 1.99% Add +75.3% 205,663 $83.6M
Smith Salley Wealth Management 6.43% Reduce -27.7% 196,883 $82.8M
Buckingham Strategic Wealth, LLC 0.87% Reduce -4.3% 196,407 $82.6M
SouthState Bank Corp 6.43% Add +0.3% 196,121 $82.5M
Howard Capital Management Group, LLC 6.36% Add +0.1% 196,118 $82.5M
FineMark National Bank & Trust 3.05% Reduce -2.2% 195,326 $82.2M
Axxcess Wealth Management, LLC 2.32% Add +4.7% 194,384 $81.8M
Moody LYNN Lieberson & Walker, LLC 5.50% Add +0.3% 194,353 $81.8M
Bard Financial Services, Inc. 8.68% Reduce -1.4% 194,133 $81.7M
Livforsakringsbolaget Skandia, Omsesidigt 6.88% No change 193,765 $81.4M
Nichols & Pratt Advisers LLP 5.48% Reduce -4.2% 193,360 $81.4M
SCS Capital Management LLC 1.73% Reduce -0.5% 193,383 $81.4M
Cullinan Associates Inc. 4.56% Reduce -31.1% 193,110 $81.2M
Spear Holdings RSC Ltd 14.12% — 193,100 $81.2M
Cookson Peirce & Co. Inc. 4.33% Reduce -0.8% 192,605 $81.0M
Gotham Asset Management 1.22% Add +1.6% 192,576 $81.0M
Jump Financial, LLC 2.21% Add +254.7% 192,452 $81.0M
Dixon Mitchell Investment Counsel Inc. 4.03% Reduce -0.4% 192,316 $80.9M
Meritage Portfolio Management 5.15% Reduce -11.6% 191,995 $80.8M
Sienna Gestion 6.91% — 190,974 $80.3M
Cary Street Partners Investment Advisory LLC 3.38% Add +0.8% 190,215 $80.0M
Two Sigma Securities, LLC 3.89% Reduce -5.7% 190,042 $80.0M
First Trust Direct Indexing L.P. 5.94% Add +16.9% 189,809 $79.9M
Valeo Financial Advisors, LLC 2.86% Add +2.9% 225,456 $79.7M
Bryn Mawr Trust Advisors, LLC 4.52% Add +0.2% 189,186 $79.6M
Caxton Associates LP 5.41% Reduce -51.0% 189,144 $79.6M
Fulton Breakefield Broenniman LLC 6.12% Reduce -2.2% 188,807 $79.4M
Harvest Fund Management Co., Ltd 7.12% Add +65.7% 188,789 $79.3M
Sculptor Capital LP 2.43% Reduce -54.0% 188,334 $79.2M
Baldwin Wealth Partners LLC 5.95% Reduce -3.5% 187,831 $79.0M
Cumberland Partners Ltd 5.73% Add +7.2% 187,246 $78.8M
MMBG Investment Advisors Co. 8.29% Reduce -1.1% 186,876 $78.6M
Asset Advisors Investment Management, LLC 8.80% Reduce -0.6% 186,671 $78.5M
Henshaw Capital LLC 3.67% Add +0.4% 186,543 $78.5M
Longbow Finance SA 7.93% Add +0.7% 186,395 $78.4M
Van Hulzen Asset Management, LLC 5.17% Reduce -0.8% 186,132 $78.3M
E Fund Management Co., Ltd. 4.85% Add +19.7% 186,006 $78.3M
Pacific Sage Partners, LLC 20.23% Reduce -2.7% 185,712 $78.1M
Torno Capital, LLC 16.73% New 185,000 $77.8M
Maverick Capital 1.50% Reduce -9.1% 183,831 $77.3M
LVM Capital Management Ltd. 9.14% Reduce -0.3% 183,817 $77.3M
Ulysses Management LLC 16.74% Reduce -12.7% 183,700 $77.3M
Tandem Investment Advisors, Inc. 2.99% Reduce -1.0% 183,582 $77.2M
Natixis Investment Managers International 5.25% Reduce -7.5% 183,205 $77.1M
Violich Capital Management, Inc. 11.02% Add +3.0% 183,111 $77.0M
Reynders McVeigh Capital Management, LLC 4.43% Reduce -0.8% 182,996 $77.0M
Suncoast Equity Management 9.03% Add +3.0% 182,975 $77.0M
Prime Capital Management Co Ltd 12.33% No change 182,463 $76.8M
Trajan Wealth LLC 5.19% — 182,169 $76.6M
Taurus Asset Management, LLC 7.75% Reduce -3.9% 181,885 $76.5M
Estabrook Capital Management 11.84% Reduce -4.7% 181,596 $76.4M
Sabal Trust CO 4.43% Add +0.8% 181,343 $76.3M
Group One Trading LLC 2.71% Add +70.1% 181,225 $76.2M
Picton Mahoney Asset Management 3.19% Add +10.9% 180,423 $75.9M
Atreides Management 2.27% Add +23.7% 180,225 $75.8M
Diversified Trust Co. 2.28% Add +4.3% 179,724 $75.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.34% Add +7.8% 179,257 $75.4M
Gradient Investments LLC 1.75% Add +10.1% 179,043 $75.3M
JBF Capital, Inc. 12.31% No change 179,000 $75.3M
Granite Investment Partners, LLC 2.86% Reduce -5.0% 178,739 $75.2M
Thomasville National Bank 6.18% Reduce -0.3% 178,576 $75.1M
OAKMONT Corp 18.38% Reduce -6.4% 178,510 $75.1M
Nellore Capital Management LLC 11.60% Reduce -14.0% 178,500 $75.1M
Nomura Holdings Inc. 0.61% Add +179.3% 178,378 $75.0M
Neville Rodie & Shaw Inc. 5.72% Add +0.2% 177,955 $74.9M
Dundas Partners LLP 5.89% No change 177,908 $74.8M
National Mutual Insurance Federation of Agricultural Cooperatives 0.79% No change 177,900 $74.8M
Provident Investment Management, Inc. 6.58% Reduce -0.2% 177,361 $74.6M
Capital Investment Advisors, LLC 1.74% Add +2.0% 177,302 $74.6M
Lombard Odier Asset Management (Switzerland) SA 5.25% Add +130.9% 177,283 $74.6M
Cidel Asset Management Inc. 5.66% Reduce -1.2% 176,464 $74.2M
Signaturefd, LLC 1.57% Add +2.5% 176,382 $74.2M
Sigma Planning Corp 2.32% Add +111.4% 175,533 $73.9M
First Long Island Investors, LLC 6.15% Reduce -0.7% 175,476 $73.8M
CWA Asset Management Group, LLC 4.48% Add +15.5% 175,061 $73.7M
Metropolis Capital Ltd 2.63% Reduce -51.3% 174,816 $73.5M
Tower Bridge Advisors 7.61% Reduce -18.1% 174,560 $73.4M
Alta Capital Management LLC/ 4.53% Reduce -3.6% 174,343 $73.3M
Empowered Funds, LLC 1.32% Add +12.2% 173,802 $73.1M
Prospera Financial Services Inc 2.18% Add +2.0% 173,643 $73.1M
Corvex Management LP 3.71% No change 173,661 $73.1M
CW Advisors, LLC 1.26% Reduce -7.6% 173,639 $73.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.30% Reduce -72.7% 172,527 $72.6M
Equitable Holdings, Inc. 0.82% Add +3.1% 172,380 $72.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.22% Add +1.4% 171,320 $72.1M
Parallel Advisors, LLC 1.95% Add +5.0% 171,088 $72.0M
Compass Capital Management, Inc. 4.63% Reduce -4.0% 170,287 $71.6M
Vancity Investment Management Ltd 8.50% Add +26.9% 169,454 $71.3M
Verus Capital Partners, LLC 7.89% Add +2.6% 169,415 $71.3M
Martingale Asset Management L P 1.42% Reduce -11.6% 169,036 $71.1M
ExodusPoint Capital Management, LP 0.88% Reduce -55.5% 168,260 $70.8M
HighPoint Advisor Group LLC 4.99% Reduce -0.2% 170,887 $70.7M
Woodline Partners LP 0.65% New 167,753 $70.6M
Nixon Peabody Trust Co. 6.48% Add +4.4% 167,752 $70.6M
Eagle Global Advisors LLC 3.96% Reduce -0.8% 167,016 $70.3M
Baskin Financial Services Inc. 5.87% Reduce -1.9% 166,512 $70.1M
Generate Investment Management Ltd 5.47% Reduce -10.8% 165,764 $69.7M
Avala Global LP 5.09% Reduce -12.6% 165,697 $69.7M
Woodstock Corp. 7.21% Reduce -0.6% 165,607 $69.7M
Perigon Wealth Management, LLC 2.11% Reduce -15.0% 165,503 $69.6M
Waratah Capital Advisors Ltd. 3.57% Add +6.6% 165,397 $69.6M
Laurion Capital Management LP 1.94% New 164,873 $69.4M
Heritage Wealth Advisors 3.16% Reduce -1.2% 164,789 $69.3M
BLB&B Advisors, LLC 3.91% Add +2.5% 164,656 $69.3M
Ballentine Partners, LLC 1.31% Add +5.8% 164,408 $69.2M
Tairen Capital Ltd 4.22% Reduce -51.1% 164,051 $69.0M
Fairview Capital Investment Management, LLC 3.89% Reduce -1.2% 163,994 $69.0M
Clough Capital Partners L P 7.56% Reduce -3.2% 163,447 $68.8M
Beacon Investment Advisory Services, Inc. 2.96% Reduce -2.3% 163,295 $68.7M
Cat Rock Capital Management LP 7.85% Reduce -13.3% 163,000 $68.6M
Grassi Investment Management 6.20% Add +0.9% 162,755 $68.5M
Unigestion Holding SA 3.35% Add +9.6% 163,004 $68.5M
Patten & Patten Inc. 4.86% Add +6.0% 162,057 $68.2M
Itau Unibanco Holding S.A. 2.92% Add +5.4% 161,893 $68.1M
Caprock Group, LLC 3.90% Add +1.3% 161,605 $68.0M
Marble Harbor Investment Counsel, LLC 7.84% Reduce -4.2% 161,562 $68.0M
Brookstone Capital Management 1.21% Add +9.6% 161,355 $67.9M
Bragg Financial Advisors, Inc 3.03% Reduce -0.1% 160,545 $67.5M
Hoylecohen, LLC 5.15% Reduce -1.9% 160,515 $67.5M
Insight Holdings Group, LLC 1.88% Reduce -1.0% 160,410 $67.5M
Meridian Wealth Management, LLC 11.23% Reduce -0.3% 160,618 $67.5M
Great Valley Advisor Group, Inc. 2.05% Reduce -0.4% 160,304 $67.4M
Noked Israel Ltd 18.09% Add +20.9% 160,000 $67.3M
Verition Fund Management LLC 0.73% Reduce -60.6% 159,970 $67.3M
Madison Asset Management, LLC 0.83% Reduce -0.4% 159,453 $67.1M
Mengis Capital Management, Inc. 10.37% Add +65.1% 158,906 $66.9M
Dynamic Advisor Solutions LLC 2.26% Add +1.4% 158,857 $66.8M
Moneta Group Investment Advisors LLC 1.09% Add +13.7% 158,541 $66.7M
FUKOKU MUTUAL LIFE INSURANCE Co 5.25% Reduce -3.5% 158,345 $66.6M
Walleye Capital LLC 0.79% New 157,770 $66.4M
North Star Asset Management Inc. 3.13% Reduce -1.2% 157,681 $66.3M
Tran Capital Management, L.P. 7.34% Add +6.9% 156,746 $65.9M
First Horizon Advisors, Inc. 2.04% Reduce -3.2% 156,599 $65.9M
Narwhal Capital Management 6.45% Add +1.5% 156,544 $65.9M
Sawgrass Asset Management LLC 7.20% Add +3.6% 156,480 $65.8M
YHB Investment Advisors, Inc. 5.84% Reduce -1.9% 156,474 $65.8M
Nicholas Hoffman & Company, LLC. 3.33% Reduce -1.7% 156,042 $65.6M
Candlestick Capital Management LP 2.16% Reduce -41.1% 155,958 $65.6M
TenCore Partners, LP 20.28% Reduce -13.9% 155,241 $65.4M
Bedrijfstakpensioenfonds Voor DE Media Pno 8.60% Reduce -1.8% 167,700 $65.3M
SteelPeak Wealth, LLC 3.34% Add +35.3% 154,966 $65.2M
Dupont Capital Management Corp. 5.38% Reduce -1.5% 154,541 $65.0M
Palisade Asset Management, LLC 6.33% Reduce -0.7% 154,471 $65.0M
Fishman Jay A Ltd. 7.16% Reduce -0.6% 153,972 $64.8M
Forbes J M & Co. LLP 7.01% Reduce -2.0% 153,768 $64.7M
Richard Bernstein Advisors LLC 1.39% Reduce -0.6% 153,472 $64.6M
Burney Co./ 2.46% Add +3.9% 153,288 $64.5M
Balentine LLC 1.92% Add +11.3% 152,955 $64.4M
Lockheed Martin Investment Management Co. 4.66% Add +12.1% 177,930 $64.1M
Ninety One SA (Pty) Ltd 9.21% Reduce -4.0% 151,923 $63.9M
Vident Advisory, LLC 1.33% Add +21.8% 151,756 $63.8M
Act Two Investors LLC 12.79% Add +0.3% 151,410 $63.7M
Quest Investment Management LLC 7.10% Add +8.5% 151,082 $63.6M
Philadelphia Trust Co. 5.10% Reduce -0.7% 150,927 $63.5M
Montag A & Associates Inc. 3.18% Add +1.0% 150,865 $63.5M
Plato Investment Management Ltd 6.56% Add +987.5% 150,863 $63.5M
Clearstead Advisors, LLC 3.14% Reduce -0.2% 153,376 $63.5M
Summit Securities Group LLC 29.04% Add +20488.2% 150,500 $63.3M
Academy Capital Management 11.98% Reduce -0.6% 150,424 $63.3M
Adell Harriman & Carpenter Inc. 5.20% Add +1.1% 150,093 $63.1M
Cartenna Capital, LP 5.93% Add +66.7% 150,000 $63.1M
Senator Investment Group LP 2.88% Reduce -6.3% 150,000 $63.1M
Baxter Bros Inc. 8.08% Reduce -3.5% 149,648 $63.0M
Wilbanks Smith & Thomas Asset Management LLC 1.76% Add +0.2% 149,388 $62.9M
Sowell Financial Services LLC 2.96% Add +1.9% 149,343 $62.8M
Levin Capital Strategies, L.P. 6.36% Reduce -11.7% 149,066 $62.7M
Hollencrest Capital Management 2.87% Add +236.5% 148,796 $62.6M
Wahed Invest LLC 14.27% Add +17.3% 148,703 $62.6M
Value Star Asset Management (Hong Kong) Ltd 21.48% No change 148,001 $62.3M
Destination Wealth Management 2.07% Reduce -2.9% 147,813 $62.2M
Colonial Trust Advisors 6.14% Reduce -1.2% 147,506 $62.1M
Quattro Financial Advisors LLC 17.54% Add +38895.7% 146,624 $61.7M
Bellevue Asset Management, LLC 35.00% Add +0.5% 146,543 $61.7M
Alps Advisors Inc. 0.43% Add +1.9% 145,694 $61.3M
Valiant Capital Management, L.P. 7.22% Reduce -14.9% 145,598 $61.3M
Wealthspire Advisors, LLC 0.82% Reduce -4.0% 145,571 $61.2M
Castle Hook Partners LP 2.21% Reduce -46.5% 145,424 $61.2M
Cyndeo Wealth Partners, LLC 5.09% Add +1.3% 145,343 $61.1M
Pallas Capital Advisors LLC 2.54% Add +0.4% 145,148 $61.1M
Fort Sheridan Advisors LLC 11.50% Reduce -0.0% 145,078 $61.0M
Sumitomo Life Insurance Co. 1.58% Add +19.7% 147,474 $60.8M
Lowe Brockenbrough & Co. Inc. 4.08% Add +3.5% 143,460 $60.4M
Knights of Columbus Asset Advisors LLC 4.37% Reduce -12.5% 143,355 $60.3M
CloudAlpha Capital Management Limited/Hong Kong 8.18% Add +365.1% 143,300 $60.3M
Matrix Asset Advisors Inc. 7.19% Reduce -1.4% 142,956 $60.1M
Trust Co. of Toledo NA 9.40% Reduce -1.1% 142,948 $60.1M
Independent Financial Group, LLC 2.76% Add +0.7% 142,883 $60.1M
Burns J W & Co. Inc. 8.33% Reduce -2.3% 142,231 $59.8M
CapitalatWork S.A. 2.01% Reduce -15.5% 142,185 $59.8M
Cornerstone Capital, Inc. 6.12% Reduce -3.3% 141,790 $59.7M
FRG Family Wealth Advisors LLC 11.70% Add +3.5% 153,181 $59.6M
RiverFront Investment Group, LLC 1.68% Add +17.4% 141,440 $59.5M
First National Bank of Omaha 4.07% Reduce -22.7% 158,408 $59.5M
Amica Mutual Insurance Co. 6.06% Reduce -2.6% 141,225 $59.4M
Ritholtz Wealth Management 2.04% Add +9.0% 140,785 $59.2M
Summitry LLC 3.09% Add +0.4% 139,804 $58.8M
Hoey Investments, Inc. 13.08% Add +4.0% 139,498 $58.7M
GYL Financial Synergies, LLC 4.60% Add +0.1% 139,401 $58.6M
Fernbridge Capital Management LP 4.50% Reduce -14.8% 139,267 $58.6M
Roundview Capital LLC 4.79% Add +1.8% 139,199 $58.6M
S&co Inc. 4.12% Reduce -0.8% 138,995 $58.5M
Osborne Partners Capital Management, LLC 3.60% Reduce -0.7% 138,695 $58.4M
Northeast Financial Consultants Inc 2.86% Add +10.0% 138,287 $58.2M
Dorsey & Whitney Trust CO LLC 3.97% Reduce -0.5% 138,056 $58.1M
Wendell David Associates Inc. 5.87% Add +0.4% 138,030 $58.1M
Segall Bryant & Hamill, LLC 1.09% Reduce -4.6% 137,866 $58.0M
Albion Financial Group 4.48% Reduce -0.2% 137,816 $58.0M
Signature Estate & Investment Advisors LLC 1.64% Reduce -4.8% 137,688 $57.9M
Bank of Hawaii 2.80% Add +3.1% 136,898 $57.6M
Praxis Investment Management Inc. 3.80% No change 136,858 $57.6M
Parsons Capital Management Inc. 3.93% Reduce -1.4% 136,664 $57.5M
Beaumont Financial Advisors, LLC 4.73% Add +0.1% 136,291 $57.3M
Boston Family Office LLC 4.08% Reduce -3.0% 134,815 $56.7M
Hemenway Trust Co LLC 4.90% Reduce -2.1% 134,426 $56.6M
Sonora Investment Management Group, LLC 4.46% Reduce -0.5% 134,265 $56.5M
Guardian Capital LP 1.97% Add +0.1% 134,085 $56.4M
NorthRock Partners, LLC 2.16% Add +6.4% 133,809 $56.3M
Jackson Wealth Management, LLC 7.02% Add +2.8% 133,476 $56.2M
Gerber Kawasaki Wealth & Investment Management 3.01% Add +2.1% 132,672 $55.8M
Matthew Goff Investment Advisor, LLC 11.30% Reduce -0.1% 132,644 $55.8M
Sycomore Asset Management 12.15% Add +4.4% 136,821 $55.6M
Concurrent Investment Advisors, LLC 2.26% Reduce -0.5% 131,923 $55.5M
Transform Wealth, LLC 5.26% Reduce -1.2% 131,688 $55.4M
Pittenger & Anderson Inc. 2.24% Reduce -0.2% 131,068 $55.1M
PFG Investments, LLC 3.33% Add +185.1% 130,983 $55.1M
McKinley Capital Management LLC 6.62% Reduce -2.8% 130,965 $55.1M
Beese Fulmer Investment Management, Inc. 5.16% Reduce -0.2% 130,252 $54.8M
Soltis Investment Advisors LLC 6.13% Add +13.1% 130,175 $54.8M
Equitable Trust Co. 3.79% Add +5.4% 129,958 $54.7M
Steward Partners Investment Solutions, LLC 9.20% Add +373.4% 129,910 $54.7M
L. Roy Papp & Associates, LLP 6.50% Reduce -4.4% 129,866 $54.6M
Van Cleef Asset Management,Inc 6.90% Reduce -0.5% 129,834 $54.6M
Yarbrough Capital, LLC 2.38% No change 129,794 $54.6M
Ledyard National Bank 5.27% Reduce -3.2% 129,510 $54.5M
GAMCO Investors 0.55% Reduce -3.6% 129,449 $54.5M
Financial Advocates Investment Management 3.16% Reduce -4.1% 129,363 $54.4M
Grace & Mercy Foundation, Inc. 13.81% No change 129,230 $54.4M
Cadence Bank 3.93% Add +0.4% 128,393 $54.0M
Eagle Ridge Investment Management 4.96% Reduce -5.7% 128,066 $53.9M
Alerus Financial NA 4.06% Reduce -1.7% 127,724 $53.7M
Petredis Investment Advisors LLC 6.44% Add +2.2% 127,445 $53.6M
Coerente Capital Management 10.12% Reduce -3.2% 127,252 $53.5M
ClariVest Asset Management LLC 5.55% Reduce -70.3% 127,212 $53.5M
Twin Capital Management Inc. 6.59% Reduce -3.7% 126,300 $53.1M
TCV Trust & Wealth Management, Inc. 5.09% Reduce -2.6% 126,239 $53.1M
TD Private Client Wealth LLC 1.73% Reduce -5.6% 125,314 $52.9M
Constitution Capital LLC 29.67% Add +3.2% 124,877 $52.5M
Stonebridge Capital Advisors LLC 4.72% Add +1.5% 124,771 $52.5M
Petrus Trust Company, LTA 4.74% Reduce -7.1% 124,596 $52.4M
Lombard Odier Asset Management (Europe) Ltd 5.16% New 124,508 $52.4M
Optiver Holding B.V. 2.17% Reduce -61.8% 124,310 $52.3M
Cobblestone Capital Advisors LLC 3.29% Reduce -2.4% 124,224 $52.3M
Founders Capital Management, LLC 9.73% Reduce -0.1% 123,847 $52.1M
Avity Investment Management Inc. 4.31% Add +1.7% 123,749 $52.1M
DDD Partners, LLC 6.35% Add +17.4% 123,559 $52.0M
Oribel Capital Management, LP 5.96% Reduce -39.8% 123,500 $52.0M
Choreo, LLC 1.33% Add +6.8% 123,371 $51.9M
Night Owl Capital Management, LLC 7.86% Add +5.9% 123,075 $51.8M
Rollins Financial Advisors, LLC 9.72% Add +2.2% 122,622 $51.6M
Penobscot Investment Management Company, Inc. 5.45% Add +2.3% 122,584 $51.6M
Kodai Capital Management LP 1.20% Reduce -86.5% 122,572 $51.6M
Capital Investment Services of America, Inc. 4.96% Reduce -7.0% 122,497 $51.5M
Appleton Partners Inc. 3.97% Reduce -3.9% 121,499 $51.1M
Procyon Advisors, LLC 3.95% Add +4.4% 121,315 $51.0M
Baltimore-Washington Financial Advisors, Inc. 3.23% Add +1.0% 120,881 $50.9M
Carret Asset Management, LLC 5.99% Reduce -0.7% 120,788 $50.8M
Anderson Hoagland & Co. 5.68% Add +0.2% 119,761 $50.7M
Ashton Thomas Private Wealth, LLC 2.89% Add +0.9% 120,078 $50.5M
NJ State Employees Deferred Compensation Plan 6.37% Reduce -2.5% 119,500 $50.3M
Albar Capital Ltd 8.52% Reduce -6.2% 119,190 $50.1M
Main Street Research LLC 3.41% Add +0.3% 119,176 $50.1M
Fulton Bank, N.A. 2.05% Add +1.3% 118,996 $50.1M
Stillwater Capital Advisors, LLC 7.39% Reduce -1.1% 118,660 $49.9M
MainStreet Investment Advisors LLC 5.98% Reduce -7.1% 118,355 $49.8M
V-Square Quantitative Management LLC 6.96% Add +35.0% 118,278 $49.8M
Novare Capital Management LLC 4.50% Add +7.7% 118,158 $49.7M
Global Retirement Partners, LLC 1.85% Add +6.2% 118,011 $49.6M
Principal Securities, Inc. 1.55% Add +8.0% 117,902 $49.6M
U.S. Capital Wealth Advisors, LLC 1.92% Reduce -7.2% 117,195 $49.3M
Spinnaker Trust 3.18% Add +2.1% 117,147 $49.3M
Garde Capital, Inc. 3.43% Reduce -0.8% 116,537 $49.0M
One Wealth Management Investment & Advisory Services, LLC 20.05% Reduce -2.7% 116,312 $48.9M
Callahan Advisors, LLC 5.13% Reduce -0.6% 116,164 $48.9M
KMG Fiduciary Partners, LLC 5.05% Add +1.9% 115,829 $48.7M
Heritage Trust Co 6.52% Reduce -2.8% 115,804 $48.7M
Manitou Investment Management Ltd. 9.73% Reduce -0.3% 115,499 $48.6M
Shufro Rose & Co. LLC 4.00% Reduce -7.5% 115,083 $48.4M
Managed Asset Portfolios, LLC 7.04% Reduce -5.4% 114,920 $48.3M
Cornerstone Investment Partners, LLC 2.36% Reduce -0.9% 114,806 $48.3M
Ramsay, Stattman, Vela & Price, Inc. 9.24% Reduce -2.2% 114,553 $48.2M
KADENSA CAPITAL Ltd 13.03% Reduce -1.6% 114,025 $48.0M
China Universal Asset Management Co., Ltd. 6.05% Add +62.0% 113,168 $47.6M
Financiere des Professionnels - Fonds d'investissement inc. 3.82% Reduce -1.0% 112,681 $47.4M
GW Henssler & Associates Ltd. 2.78% Reduce -3.5% 112,661 $47.4M
Washington Trust Bank 4.51% Reduce -1.4% 112,444 $47.3M
Auxier Asset Management LLC 7.17% Reduce -1.6% 112,053 $47.1M
180 Wealth Advisors, LLC 8.48% Reduce -0.0% 112,042 $47.1M
Pennant Investors, LP 13.03% Reduce -13.2% 112,000 $47.1M
Robertson Stephens Wealth Management, LLC 2.58% Add +7.5% 111,887 $47.1M
First American Trust, FSB 4.93% Add +3.4% 111,810 $47.0M
Wilsey Asset Management Inc. 9.56% Add +0.1% 111,456 $46.9M
Schnieders Capital Management LLC 9.75% Reduce -0.2% 111,411 $46.9M
Moran Wealth Management, LLC 1.51% Reduce -1.2% 110,823 $46.6M
W.G. Shaheen & Associates DBA Whitney & Co 5.55% Reduce -1.1% 110,682 $46.6M
Exchange Traded Concepts, LLC 1.21% Add +24.0% 110,660 $46.6M
Mgo One Seven LLC 2.42% Add +0.8% 110,581 $46.5M
Tompkins Financial Corp. 5.25% Reduce -0.8% 110,438 $46.5M
Clarkston Capital Partners, LLC 0.82% Reduce -2.0% 110,288 $46.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 4.73% Reduce -0.3% 110,241 $46.4M
Wellington Shields Capital Management, LLC 8.71% Reduce -0.1% 109,805 $46.2M
Kiley Juergens Wealth Management, LLC 14.22% Reduce -3.0% 109,263 $46.0M
Polaris Capital Management, LLC 2.28% Reduce -10.5% 108,926 $45.8M
Coastline Trust Co 5.54% Add +3.8% 108,881 $45.8M
IHT Wealth Management, LLC 1.84% Add +3.3% 108,804 $45.8M
Level Four Advisory Services, LLC 2.51% Add +2.8% 121,629 $45.7M
BTC Capital Management, Inc. 4.18% — 108,636 $45.7M
Linscomb Wealth, Inc. 2.35% Reduce -2.4% 108,599 $45.7M
Principle Wealth Partners LLC 3.57% Add +0.6% 108,503 $45.6M
Hilton Capital Management, LLC 4.09% Reduce -0.2% 108,418 $45.6M
CSM Advisors, LLC 3.01% Reduce -2.5% 108,385 $45.6M
Bell Asset Management Ltd 6.67% Reduce -4.4% 108,134 $45.5M
Circle Wealth Management, LLC 1.13% Add +1.2% 107,911 $45.4M
Oak Associates Ltd. 3.14% Add +0.1% 107,646 $45.3M
Auto-Owners Insurance Co 1.20% No change 107,545 $45.2M
J.W. Cole Advisors, Inc. 2.28% Add +3.9% 107,264 $45.2M
Bridgeway Capital Management, LLC 0.92% Add +1.9% 107,302 $45.1M
IMC-Chicago, LLC 1.56% Add +39.2% 106,846 $45.0M
Willis Investment Counsel 3.09% Reduce -16.7% 106,725 $44.9M
Capital Analysts, LLC 2.09% Reduce -4.8% 106,637 $44.9M
FourThought Financial Partners, LLC 5.14% Add +0.5% 106,589 $44.8M
Means Investment Co., Inc. 5.79% Reduce -1.7% 106,447 $44.8M
Abbrea Capital, LLC 5.88% Add +0.2% 106,162 $44.7M
Jag Capital Management, LLC 6.33% Reduce -4.2% 105,949 $44.6M
Renaissance Group LLC 1.68% Reduce -4.3% 105,804 $44.5M
Greenbrier Partners Capital Management, LLC 4.10% Add +13.4% 105,588 $44.4M
Pitcairn Co. 2.88% Add +2.7% 105,554 $44.4M
Freemont Management S.A. 6.85% Reduce -23.7% 105,500 $44.4M
Vantage Investment Partners, LLC 3.97% Add +27.1% 105,478 $44.4M
First Merchants Corp. 3.34% Add +6.7% 105,480 $44.4M
Evoke Wealth, LLC 1.32% New 105,084 $44.2M
Untitled Investments LP 10.09% No change 105,001 $44.2M
Meeder Advisory Services, Inc. 4.49% Add +4.8% 104,847 $44.1M
Weatherly Asset Management L. P. 4.26% Reduce -1.3% 104,742 $44.1M
Private Advisory Group LLC 6.28% Add +10.4% 104,566 $44.0M
McIlrath & Eck, LLC 6.97% Add +1.2% 104,543 $44.0M
Foundations Investment Advisors, LLC 1.15% Add +3.0% 103,955 $43.7M
Lynch & Associates 10.10% Reduce -6.3% 103,950 $43.7M
WestEnd Advisors, LLC 1.13% Reduce -1.7% 103,910 $43.7M
Thoroughbred Financial Services, LLC 4.20% Reduce -22.8% 103,716 $43.6M
Capco Asset Management, LLC 10.47% Reduce -26.4% 103,708 $43.6M
Lakeside Advisors, INC. 27.89% Reduce -1.4% 103,579 $43.6M
Foster Dykema Cabot & Partners, LLC 4.06% Add +1.2% 103,551 $43.6M
Dock Street Asset Management Inc. 6.51% Reduce -5.0% 103,508 $43.5M
Auxano Advisors, LLC 12.68% Add +3.3% 103,502 $43.5M
Chescapmanager LLC 7.40% No change 103,392 $43.5M
Pensioenfonds Rail & Ov 3.15% Reduce -35.9% 103,305 $43.5M
Simmons Bank 3.26% Add +2.4% 103,177 $43.4M
Iron Gate Global Advisors LLC 7.86% Reduce -1.0% 102,057 $43.3M
Focus Partners Advisor Solutions, LLC 1.25% Add +119.1% 102,395 $43.1M
Americana Partners, LLC 3.60% Add +3.1% 102,305 $43.0M
CHURCHILL MANAGEMENT Corp 0.54% Add +13.2% 102,045 $42.9M
Archon Partners LLC 5.25% No change 102,000 $42.9M
North Star Investment Management Corp. 3.05% Add +0.7% 101,690 $42.8M
Connors Investor Services Inc. 4.50% Add +0.6% 101,556 $42.7M
CapWealth Advisors, LLC 4.79% Reduce -1.1% 101,530 $42.7M
AlTi Global, Inc. 1.19% Add +31.0% 101,468 $42.7M
Montag & Caldwell, LLC 7.33% Reduce -3.1% 101,045 $42.5M
Stewart & Patten Co. LLC 6.35% Reduce -8.5% 100,992 $42.5M
HUB Investment Partners, LLC 2.34% Add +19.5% 100,373 $42.2M
Girard Partners LTD. 3.97% Add +0.2% 100,137 $42.1M
Bornite Capital Management LP 7.05% No change 100,000 $42.1M
Janney Capital Management LLC 2.80% Reduce -16.2% 99,970 $42.1M
American National Bank & Trust 5.57% Add +3.2% 99,893 $42.0M
Zweig-DiMenna Associates LLC 3.72% Add +2.1% 99,808 $42.0M
Boston Common Asset Management, LLC 1.00% Reduce -2.5% 99,628 $41.9M
Transcend Capital Advisors, LLC 3.36% Add +2.9% 99,428 $41.8M
Alta Park Capital, LP 4.53% Reduce -30.6% 99,399 $41.8M
Harvest Portfolios Group Inc. 1.63% Add +4.5% 99,266 $41.8M
Rwwm, Inc. 4.47% Reduce -2.9% 98,541 $41.5M
Anchor Investment Management, LLC 4.33% Add +1.6% 98,222 $41.3M
Milestones Administradora de Recursos Ltda. 22.12% Reduce -17.2% 97,792 $41.1M
DE Burlo Group Inc. 5.45% Add +14.2% 97,627 $41.1M
Waycross Partners, LLC 7.03% Add +14.1% 97,103 $40.9M
Fidelis Capital Partners, LLC 6.20% Add +17.2% 97,054 $40.8M
Kayne Anderson Rudnick Investment Management LLC 0.09% Reduce -1.4% 96,991 $40.8M
Fiduciary Group, LLC 4.43% Reduce -0.5% 96,437 $40.6M
Resources Management Corp. /CT/ 5.93% Reduce -5.8% 96,337 $40.5M
Jacobs & Co. 4.29% Add +2.8% 96,292 $40.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 4.58% Reduce -3.2% 96,064 $40.4M
Addenda Capital Inc. 1.53% Reduce -8.4% 95,500 $40.2M
German American Bancorp, Inc. 4.82% Add +2.9% 95,233 $40.1M
Rossmore Private Capital 5.24% Reduce -0.5% 95,063 $40.0M
Canandaigua National Bank & Trust Co. 5.93% Reduce -1.7% 95,039 $40.0M
Bensler, LLC 5.78% Add +4.1% 94,878 $39.9M
Ithaka Group LLC 7.52% Reduce -6.5% 94,756 $39.9M
Country Club Bank 2.81% Reduce -1.1% 94,751 $39.9M
Gratus Capital, LLC 1.84% Add +22.9% 94,642 $39.8M
Greenwood Gearhart LLC 3.88% Add +1.0% 94,636 $39.8M
Blue Chip Partners, LLC 3.85% Reduce -9.4% 94,123 $39.6M
Orange Investment Advisors, Inc. 4.74% Reduce -1.3% 93,998 $39.5M
RDST Capital LLC 9.81% Add +37.4% 93,815 $39.5M
Thompson Siegel & Walmsley LLC 0.61% Reduce -3.2% 93,704 $39.4M
Smithfield Trust Co 2.08% Reduce -0.9% 93,243 $39.2M
Bank of Nova Scotia Trust Co. 4.22% Reduce -1.7% 93,147 $39.2M
Vicus Capital 3.56% Add +0.5% 92,924 $39.1M
Bath Savings Trust Co 4.14% Add +1.0% 92,790 $39.0M
Synergy Asset Management, LLC 6.62% Add +12.9% 92,673 $39.0M
GLOBALT Investments LLC / GA 1.55% Reduce -3.5% 92,394 $38.9M
Harbor Investment Advisory, LLC 4.06% Add +0.1% 146,067 $38.9M
LaFleur & Godfrey LLC 5.75% Reduce -8.8% 92,328 $38.8M
Waverly Advisors, LLC 0.91% Add +49.4% 92,314 $38.8M
Te Ahumairangi Investment Management Ltd 6.74% Reduce -1.0% 92,139 $38.8M
Ironwood Investment Counsel, LLC 6.75% Reduce -2.4% 92,001 $38.7M
Fagan Associates, Inc. 7.25% Reduce -0.4% 91,992 $38.7M
Essex Financial Services, Inc. 3.56% Add +3.4% 91,730 $38.6M
Goelzer Investment Management, Inc. 2.18% Reduce -0.9% 91,617 $38.5M
Wallington Asset Management, LLC 6.02% Reduce -0.1% 91,297 $38.4M
Culbertson A N & Co. Inc. 6.62% Reduce -3.3% 91,184 $38.4M
ICICI Prudential Asset Management Co Ltd 4.33% Add +15.3% 91,006 $38.3M
Integrated Advisors Network LLC 1.96% Add +8.6% 90,859 $38.2M
Sky Investment Group LLC 7.50% Reduce -0.7% 90,805 $38.2M
Waldron Private Wealth LLC 1.72% Add +0.7% 90,739 $38.2M
ProVise Management Group, LLC 3.30% Reduce -6.1% 90,686 $38.2M
Covington Investment Advisors Inc. 6.22% Add +2.6% 90,678 $38.1M
Cullen Investment Group, LTD. 6.01% Add +0.1% 90,517 $38.1M
Nexus Investment Management ULC 3.68% Add +0.0% 90,655 $38.1M
United Bank 4.55% Reduce -9.1% 90,597 $38.1M
Hunter Associates Investment Management LLC 6.41% Reduce -4.8% 90,525 $38.1M
Lingotto Investment Management LLP 1.59% Add +23.1% 90,526 $38.1M
Barlow Wealth Partners, LLC 5.17% Reduce -6.0% 90,084 $38.0M
Diversify Advisory Services, LLC 2.23% — 89,263 $37.9M
Jackson Square Partners, LLC 1.57% Reduce -7.4% 89,961 $37.8M
Knollwood Investment Advisory, LLC 6.84% Add +10.6% 89,945 $37.8M
Insigneo Advisory Services, LLC 4.48% Add +8.6% 89,694 $37.7M
American Assets Investment Management, LLC 3.59% No change 89,650 $37.7M
Pinnacle Wealth Management Advisory Group, LLC 4.05% Add +0.2% 89,606 $37.7M
Progressive Investment Management Corp 10.31% Reduce -1.6% 89,316 $37.6M
SlateStone Wealth, LLC 3.77% Add +18.8% 89,229 $37.5M
James Investment Research, Inc. 4.46% Reduce -5.0% 89,222 $37.5M
Wealthcare Advisory Partners LLC 1.23% Add +38.0% 89,206 $37.5M
Greenlea Lane Capital Management, LLC 10.62% No change 89,165 $37.5M
Peachtree Investment Partners, LLC 15.15% Add +0.6% 89,078 $37.5M
Kennedy Capital Management LLC 0.77% Add +232.5% 89,032 $37.5M
Teamwork Financial Advisors, LLC 5.77% Reduce -23.1% 89,006 $37.4M
Absher Wealth Management, LLC 5.19% Reduce -0.7% 88,905 $37.4M
Steigerwald, Gordon & Koch Inc. 4.65% Reduce -1.1% 88,872 $37.4M
Chicago Partners Investment Group LLC 1.58% Add +3.8% 91,404 $37.3M
Franchise Capital Ltd 6.93% Reduce -20.3% 88,525 $37.2M
Allen Operations LLC 7.06% No change 88,383 $37.2M
Blue Fin Capital, Inc. 8.29% Reduce -0.1% 88,358 $37.2M
Avitas Wealth Management LLC 5.64% Add +4.4% 88,167 $37.1M
United Asset Strategies, Inc. 3.70% Reduce -0.7% 88,084 $37.1M
Columbia Asset Management 7.51% Reduce -0.1% 98,505 $37.0M
Mitchell Capital Management Co. 7.10% Reduce -1.1% 87,930 $37.0M
Cyrus J. Lawrence, LLC 8.18% — 87,655 $36.9M
Pennsylvania Capital Management Inc. 15.26% Reduce -11.5% 87,601 $36.9M
Bar Harbor Wealth Management 2.47% Add +1.9% 87,548 $36.8M
Invictus Private Wealth, LLC 3.27% Add +3.3% 87,469 $36.8M
Clare Market Investments LLC 11.45% Add +1.9% 87,353 $36.8M
Ascent Group, LLC 3.23% Add +2.6% 87,272 $36.7M
HBK Sorce Advisory LLC 1.29% Add +1.6% 86,614 $36.4M
Atika Capital Management LLC 4.08% Add +23.6% 86,500 $36.4M
Schmidt P J Investment Management Inc. 6.86% Reduce -1.7% 86,426 $36.4M
Visionary Wealth Advisors 2.45% Reduce -5.4% 86,207 $36.3M
1ST Source Bank 2.11% Reduce -1.2% 86,123 $36.2M
First Fiduciary Investment Counsel, Inc. 7.51% Reduce -4.1% 86,075 $36.2M
Ivy Lane Capital Management, LLC 22.13% No change 86,000 $36.2M
Horiko Capital Management LLC 11.05% Reduce -1.8% 85,945 $36.2M
Trust Asset Management LLC 3.17% No change 85,929 $36.2M
Checchi Capital Advisers, LLC 2.82% Add +0.8% 85,821 $36.1M
Atlantic Union Bankshares Corp 3.04% Reduce -3.0% 85,684 $36.0M
Private Trust Co. NA 3.90% Add +4.5% 85,682 $36.0M
Silicon Valley Capital Partners 5.37% Add +9.0% 85,577 $36.0M
Payden & Rygel Investment Group 2.46% — 85,530 $36.0M
Payden & Rygel 2.46% Reduce -1.2% 85,530 $36.0M
Randolph Co Inc 4.42% No change 85,467 $36.0M
Edge Wealth Management LLC 7.54% Reduce -1.3% 85,295 $35.9M
Cypress Capital Group 4.30% Add +0.7% 85,229 $35.9M
Lake Street Advisors Group, LLC 1.68% Add +1.6% 85,190 $35.8M
St Germain D J Co. Inc. 1.75% Reduce -0.8% 85,001 $35.8M
Rempart Asset Management Inc. 6.84% Reduce -0.6% 84,630 $35.6M
BBR Partners, LLC 2.85% Add +4.3% 84,476 $35.5M
TruWealth Advisors, LLC 2.48% Add +0.5% 84,384 $35.5M
Leavell Investment Management, Inc. 2.05% Add +0.5% 84,325 $35.5M
Qtron Investments LLC 5.02% Add +9.2% 84,202 $35.4M
Compound Global Advisors, LLC 6.26% Reduce -2.6% 84,193 $35.4M
Graypoint LLC 2.56% Add +4.7% 84,096 $35.4M
Gladstone Institutional Advisory LLC 1.93% Reduce -11.0% 83,822 $35.3M
First Hawaiian Bank 1.10% Reduce -6.5% 83,518 $35.1M
Capital Group Investment Management Pte. LTD. 6.29% Reduce -48.6% 83,440 $35.1M
SP Asset Management LLC 3.26% Add +0.0% 83,167 $35.0M
Mark Asset Management LP 4.72% Reduce -0.6% 83,095 $35.0M
Rings Capital Management LLC 19.10% No change 83,000 $34.9M
Kingswood Wealth Advisors, LLC 4.03% Reduce -12.9% 82,992 $34.9M
First Financial Bank - Trust Division 3.35% Reduce -5.1% 82,972 $34.9M
Graham Capital Management, L.P. 1.85% Add +31.1% 82,940 $34.9M
Griffin Asset Management, Inc. 4.15% Add +1.3% 82,769 $34.8M
Merriman Wealth Management, LLC 1.55% Add +0.6% 82,643 $34.8M
Journey Advisory Group, LLC 4.29% Add +0.2% 82,546 $34.7M
ARS Wealth Advisors Group, LLC 4.69% Reduce -1.4% 82,519 $34.7M
South Street Advisors LLC 5.54% Add +21.8% 82,491 $34.7M
Lanark Financial, Inc. 3.25% Add +0.5% 82,250 $34.6M
Quadrant Capital Group LLC 2.73% Reduce -0.4% 82,269 $34.6M
Coronation Fund Managers Ltd. 0.94% Reduce -6.4% 82,262 $34.6M
Criteria Caixa, S.A.U. 3.72% Reduce -0.8% 82,250 $34.6M
Professional Advisory Services Inc. 4.32% Add +2.4% 82,199 $34.6M
Pictet North America Advisors SA 3.85% Reduce -2.4% 82,410 $34.5M
LS Investment Advisors, LLC 5.47% Reduce -1.1% 81,980 $34.5M
DRW Securities, LLC 1.96% Add +7.8% 81,901 $34.5M
Courier Capital LLC 2.49% Reduce -0.3% 81,818 $34.4M
Trybe Capital Management LP 12.54% Add +39.3% 81,657 $34.4M
Pacific Global Investment Management Co. 6.55% Reduce -3.1% 81,456 $34.3M
Woodmont Investment Counsel LLC 2.89% Add +2.9% 81,433 $34.3M
Moody National Bank Trust Division 2.70% Add +0.2% 81,328 $34.2M
Oxbow Advisors, LLC 4.87% Reduce -4.3% 81,316 $34.2M
Wedmont Private Capital 2.50% Add +5.1% 80,247 $34.2M
King Wealth Management Group 5.98% Add +0.5% 81,106 $34.1M
Caldwell Trust Co 3.97% Reduce -1.1% 80,997 $34.1M
Verdence Capital Advisors LLC 3.10% Reduce -3.8% 80,842 $34.0M
Northwest Investment Counselors, LLC 8.27% Reduce -0.9% 80,730 $34.0M
Hills Bank & Trust Co 2.88% Reduce -0.1% 80,620 $33.9M
Overbrook Management Corp 9.11% Reduce -33.7% 80,549 $33.9M
Valley Wealth Managers, Inc. 2.55% Reduce -5.6% 80,326 $33.8M
First Nebraska Trust Co 3.48% Reduce -0.3% 80,084 $33.7M
Cincinnati Casualty Co. 18.41% No change 80,000 $33.7M
Central Securities Corp 3.40% No change 80,000 $33.7M
M. Kraus & Co 10.21% Reduce -0.3% 79,951 $33.6M
Twin Tree Management, LP 0.76% New 79,909 $33.6M
Marex Group Ltd 1.09% Add +9.7% 79,869 $33.6M
Galvin, Gaustad & Stein, LLC 3.13% Reduce -8.8% 79,860 $33.6M
Hillman Co. 15.61% No change 79,505 $33.4M
Bourne Lent Asset Management Inc. 13.48% Reduce -0.0% 79,448 $33.4M
Ameritas Advisory Services, LLC 1.38% Add +26.7% 82,322 $33.4M
Ostrum Asset Management 2.64% Reduce -6.9% 79,338 $33.4M
Montanova Capital, LLC 1.41% Reduce -51.0% 79,317 $33.4M
Greatmark Investment Partners, Inc. 4.76% Reduce -3.0% 79,223 $33.3M
Edge Capital Group, LLC 1.65% Reduce -8.1% 79,070 $33.3M
Westchester Capital Management, Inc. 8.34% Reduce -1.6% 78,991 $33.2M
WMS Partners, LLC 2.29% Reduce -3.6% 78,928 $33.2M
Rice Partnership, LLC 7.83% Reduce -1.5% 78,928 $33.2M
Strategic Advisors LLC 6.54% Reduce -12.7% 78,833 $33.2M
Marco Investment Management LLC 3.13% Add +0.2% 78,811 $33.2M
Tufton Capital Management 6.50% Reduce -0.2% 78,646 $33.1M
Belpointe Asset Management LLC 2.48% Add +17.4% 78,564 $33.1M
Nations Financial Group Inc, /Ia/ 2.77% Reduce -5.8% 78,165 $32.9M
CreativeOne Wealth, LLC 1.31% Add +59.6% 78,155 $32.9M
Cigna Investments Inc. 6.24% Reduce -0.8% 78,135 $32.9M
World Equity Group, Inc. 6.75% Reduce -14.9% 78,114 $32.9M
Godsey & Gibb, Inc. 3.44% Reduce -2.9% 77,719 $32.7M
Sompo Asset Management Co., Ltd. 5.35% Add +6.5% 77,716 $32.7M
Cutler Investment Counsel LLC 4.38% Reduce -0.1% 77,630 $32.7M
Fiduciary Alliance LLC 5.75% Reduce -2.1% 76,747 $32.6M
Sound View Wealth Advisors Group, LLC 3.47% Reduce -8.4% 77,446 $32.6M
Hoffman, Alan N Investment Management 18.17% Reduce -0.5% 76,966 $32.4M
Monolith Management Ltd 12.82% Reduce -35.2% 76,800 $32.3M
Nemes Rush Group LLC 4.63% Add +0.7% 76,797 $32.3M
Pine Valley Investments Ltd Liability Co 2.52% Reduce -0.5% 76,789 $32.3M
Abner Herrman & Brock LLC 4.03% Reduce -1.8% 76,702 $32.3M
Palisade Capital Management, LP 0.96% Reduce -12.0% 76,561 $32.2M
Blue Trust, Inc. 0.45% Reduce -0.4% 76,508 $32.2M
Dividend Assets Capital, LLC 6.78% Reduce -2.3% 76,379 $32.1M
Icon Wealth Advisors, LLC 2.98% Add +19.6% 76,362 $32.1M
Financial Insights, Inc. 9.23% Add +4.9% 76,336 $32.1M
Geneos Wealth Management Inc. 1.47% Reduce -1.4% 76,282 $32.1M
MIG Capital, LLC 4.45% No change 76,062 $32.0M
PFG Advisors 2.34% Add +1.6% 75,971 $32.0M
Lyell Wealth Management, LP 3.25% Reduce -0.2% 75,948 $32.0M
Jasper Ridge Partners, L.P. 1.00% No change 75,938 $31.9M
Cape Cod Five Cents Savings Bank 3.08% Reduce -4.6% 75,900 $31.9M
Perennial Advisors, LLC 7.42% Reduce -0.7% 75,830 $31.9M
Pettyjohn, Wood & White, Inc. 6.34% Add +1.4% 75,714 $31.9M
Mechanics Bank Trust Department 4.66% Reduce -2.2% 75,390 $31.7M
Brasada Capital Management, LP 5.68% Reduce -0.2% 75,100 $31.6M
Syon Capital LLC 2.99% Add +1.4% 75,098 $31.6M
Nelson Capital Management, LLC 6.04% Reduce -3.8% 75,082 $31.6M
Wildcat Capital Management, LLC 11.45% No change 75,000 $31.6M
Honeycomb Asset Management LP 6.06% New 75,000 $31.6M
Executive Wealth Group LLC 6.57% Add +199.8% 76,818 $31.5M
Sumitomo Mitsui Financial Group, Inc. 0.97% Add +6.8% 74,656 $31.4M
GHP Investment Advisors, Inc. 1.56% Reduce -1.9% 74,628 $31.4M
Brown Shipley& Co Ltd 9.84% Add +9.6% 73,771 $31.3M
Point72 Europe (London) LLP 2.91% Add +584.0% 74,340 $31.3M
International Assets Investment Management, LLC 3.26% Add +8.1% 73,566 $31.2M
Intrust Bank NA 3.34% Reduce -2.0% 74,190 $31.2M
Exchange Capital Management, Inc. 5.08% Add +0.6% 74,162 $31.2M
Newbrook Capital Advisors LP 4.05% Reduce -35.1% 74,154 $31.2M
Onex Canada Asset Management Inc. 3.11% Reduce -9.4% 73,971 $31.1M
Anchor Capital Advisors LLC 0.81% Reduce -7.1% 73,905 $31.1M
Mather Group, Llc. 0.49% Reduce -2.9% 82,683 $31.1M
SeaCrest Wealth Management, LLC 3.80% Reduce -17.9% 73,815 $31.1M
Monetary Management Group Inc. 8.62% Add +2.0% 73,540 $30.9M
Foyston, Gordon & Payne Inc 7.43% Reduce -2.5% 73,325 $30.8M
Core Alternative Capital 5.52% Reduce -9.2% 73,258 $30.8M
Venturi Wealth Management, LLC 1.98% Add +1.0% 73,218 $30.8M
Buffington Mohr McNeal 5.57% Reduce -0.4% 73,161 $30.8M
Covenant Asset Management, LLC 7.47% Add +0.2% 73,134 $30.8M
Western Wealth Management, LLC 2.39% Reduce -20.7% 73,122 $30.8M
Titan Global Capital Management USA LLC 4.85% Reduce -1.2% 73,102 $30.8M
Wintrust Investments LLC 2.70% Reduce -2.2% 72,762 $30.6M
Dash Acquisitions Inc. 9.67% Add +3.6% 74,321 $30.6M
River Wealth Advisors LLC 4.44% Add +2.4% 72,662 $30.6M
Walter Public Investments Inc. 5.97% Reduce -3.6% 72,546 $30.5M
Naples Global Advisors, LLC 3.12% Reduce -2.4% 72,528 $30.5M
Holderness Investments Co. 7.45% Add +0.7% 72,441 $30.5M
Cohen Capital Management, Inc. 5.37% Add +0.9% 72,361 $30.4M
Buckley Wealth Management, LLC 9.76% Reduce -2.3% 72,325 $30.4M
Joel Isaacson & Co., LLC 1.66% Add +5.1% 72,066 $30.3M
Blackhill Capital Inc. 1.74% No change 72,050 $30.3M
Claret Asset Management Corp 5.10% Reduce -1.3% 71,968 $30.3M
RAM Investment Partners, LLC 9.52% Reduce -3.7% 71,945 $30.3M
Avanda Investment Management Pte. Ltd. 4.05% Reduce -51.6% 71,781 $30.2M
Hutchinson Capital Management 6.10% Add +0.2% 71,661 $30.1M
Farther Finance Advisors, LLC 1.83% Add +10.0% 70,941 $30.1M
EDENTREE ASSET MANAGEMENT Ltd 9.53% Reduce -10.2% 71,558 $30.1M
Angeles Wealth Management, LLC 3.00% Add +6.3% 71,378 $30.0M
Fulcrum Capital LLC 7.12% Add +0.9% 71,354 $30.0M
Belmont Capital, LLC 8.16% Add +56.2% 71,141 $29.9M
Deltec Asset Management LLC 5.90% Add +5.9% 71,127 $29.9M
Salomon & Ludwin, LLC 2.57% Add +1.0% 71,128 $29.9M
Hohimer Wealth Management, LLC 7.01% Reduce -17.3% 65,277 $29.9M
Pioneer Trust Bank N A 8.32% Reduce -0.8% 71,110 $29.9M
Wedgewood Partners Inc. 5.98% Reduce -1.5% 70,615 $29.9M
JLB & Associates Inc. 3.97% Reduce -3.5% 70,906 $29.8M
Tamar Securities, LLC 5.05% Reduce -4.7% 70,893 $29.8M
GC Wealth Management RIA, LLC 5.97% Add +289.7% 70,837 $29.8M
Focus Financial Network, Inc. 1.45% — 73,466 $29.7M
Fogel Capital Management, Inc. 17.46% Reduce -4.4% 73,016 $29.7M
Fragasso Financial Advisors Inc 2.51% Add +0.4% 70,473 $29.6M
Forvis Mazars Wealth Advisors, LLC 0.75% Add +0.8% 70,439 $29.6M
Webster Bank, N. A. 3.31% Reduce -1.6% 70,375 $29.6M
JGP Wealth Management, LLC 4.29% Reduce -7.4% 70,300 $29.6M
Stratos Investment Management, LLC 2.88% Add +3.6% 70,174 $29.5M
Arjuna Capital 8.37% Add +3.3% 70,139 $29.5M
Money Concepts Capital Corp. 2.72% Reduce -4.8% 70,025 $29.5M
Vision Capital Management, Inc. 4.39% Reduce -0.7% 70,005 $29.5M
Central Pacific Bank - Trust Division 3.85% — 69,286 $29.4M
Zevin Asset Management LLC 4.89% Reduce -1.9% 69,914 $29.4M
Community Financial Services Group, LLC 6.70% — 69,871 $29.4M
Bfsg, LLC 3.88% Add +0.5% 69,748 $29.3M
Csenge Advisory Group 1.64% Add +2.6% 69,423 $29.2M
Paragon Capital Management Ltd 5.21% Reduce -2.5% 69,299 $29.2M
First Western Trust Bank 1.33% Reduce -6.2% 69,291 $29.2M
Thompson Investment Management, Inc. 4.41% Reduce -3.5% 69,098 $29.1M
Van Strum & Towne Inc. 10.60% Reduce -1.0% 69,006 $29.0M
Arkadios Wealth Advisors 2.25% Add +0.7% 68,881 $29.0M
Summit Trail Advisors, LLC 0.77% Add +7.5% 68,854 $29.0M
McRae Capital Management Inc. 6.34% Reduce -3.0% 68,808 $28.9M
Jaffetilchin Investment Partners, LLC 2.59% Reduce -0.9% 68,766 $28.9M
Sfmg, LLC 2.48% Add +2.0% 68,631 $28.9M
AMG National Trust Bank 0.84% Add +0.1% 68,508 $28.8M
Azzad Asset Management Inc. 3.36% Add +0.2% 68,430 $28.8M
Regal Investment Advisors LLC 1.97% Add +2.0% 68,313 $28.7M
Strategic Wealth Partners, Ltd. 3.15% Add +6.6% 68,273 $28.7M
Howe & Rusling Inc. 2.74% Add +3.1% 68,037 $28.6M
Peak Asset Management, LLC 5.67% Reduce -0.4% 68,016 $28.6M
WCG Wealth Advisors LLC 2.38% Reduce -27.1% 67,765 $28.5M
11 Capital Partners LP 12.46% Add +7.0% 67,686 $28.5M
Lathrop Investment Management Co. 5.51% Reduce -6.2% 67,667 $28.5M
Segment Wealth Management, LLC 2.16% Add +2.8% 67,649 $28.5M
Greenwood Capital Associates LLC 3.78% Reduce -8.5% 67,636 $28.5M
Toth Financial Advisory Corp. 3.56% Reduce -2.5% 67,519 $28.4M
Centre Asset Management, LLC 6.78% Reduce -8.7% 67,514 $28.4M
Wellington Shields & Co., LLC 9.51% Reduce -2.5% 67,458 $28.4M
Zions Bancorporation, N.A. 2.09% Reduce -1.3% 67,383 $28.3M
Perkins Coie Trust Co 6.63% Add +0.8% 67,255 $28.3M
Guardian Capital Advisors LP 3.04% Reduce -3.6% 68,552 $28.2M
Somerville Kurt F 4.83% Reduce -0.8% 67,103 $28.2M
Rothschild Investment LLC 2.04% Reduce -0.5% 67,050 $28.2M
Pinpoint Asset Management Ltd 4.52% Add +34.4% 66,976 $28.2M
Clear Harbor Asset Management, LLC 2.48% Reduce -2.1% 66,949 $28.2M
Schechter Investment Advisors, LLC 2.11% Add +12.8% 66,875 $28.1M
Ipswich Investment Management Co., Inc. 6.59% Reduce -1.4% 66,834 $28.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6.94% Reduce -4.0% 66,834 $28.1M
CCM Investment Advisers LLC 3.37% Reduce -4.6% 66,807 $28.1M
Credential Qtrade Securities Inc. 1.51% Reduce -3.0% 66,786 $28.1M
Mitchell Sinkler & Starr 7.02% Reduce -27.9% 66,669 $28.0M
Leuthold Group, LLC 3.16% Reduce -0.2% 66,644 $28.0M
Borer Denton & Associates, Inc. 9.92% Add +1.2% 66,627 $28.0M
CHICAGO TRUST Co NA 5.77% Add +5.5% 66,295 $27.9M
CMH Wealth Management LLC 7.08% Reduce -4.9% 66,210 $27.9M
Varenne Capital Partners 4.83% Reduce -8.2% 66,202 $27.9M
American National Bank & Trust Co. 6.57% — 66,104 $27.8M
Iyo Bank, Ltd. 11.08% No change 66,077 $27.8M
Bright Rock Capital Management, LLC 5.75% No change 66,000 $27.8M
Kovack Advisors, Inc. 3.35% Add +8.8% 65,815 $27.7M
XML Financial, LLC 2.82% Reduce -12.8% 65,495 $27.6M
Flagship Harbor Advisors, LLC 1.77% Reduce -1.3% 65,484 $27.6M
Copeland Capital Management, LLC 0.50% Add +8.1% 65,344 $27.5M
Legacy Private Trust Co. 2.01% Reduce -2.2% 65,289 $27.5M
Chemung Canal Trust Co. 5.28% Add +3.0% 65,008 $27.4M
Perseverance Asset Management International 4.94% Reduce -27.8% 65,000 $27.3M
Boothbay Fund Management, LLC 0.86% Reduce -8.7% 64,862 $27.3M
RNC Capital Management LLC 1.55% Reduce -6.2% 64,775 $27.3M
Zuckerman Investment Group, LLC 3.14% Add +2.1% 64,720 $27.2M
Sand Hill Global Advisors, LLC 1.29% Add +2.7% 64,675 $27.2M
Broadleaf Partners, LLC 6.97% Reduce -0.2% 64,632 $27.2M
Jamison Private Wealth Management, Inc. 4.59% Add +0.4% 64,557 $27.2M
Verity & Verity, LLC 3.02% Reduce -19.5% 64,552 $27.2M
Spirepoint Private Client, LLC 4.13% — 64,475 $27.1M
Avior Wealth Management, LLC 1.26% Add +27.8% 64,318 $27.1M
Taikang Asset Management (Hong Kong) Co Ltd 5.70% Add +87.5% 64,305 $27.1M
CX Institutional 1.30% Add +3.9% 64,175 $27.0M
1834 Investment Advisors Co. 3.21% Reduce -8.5% 64,169 $27.0M
Buckingham Capital Management, Inc. 3.30% Reduce -2.9% 64,030 $26.9M
Stratos Wealth Advisors, LLC 1.60% Reduce -7.2% 63,998 $26.9M
SYSTM Wealth Solutions LLC 3.40% Add +0.3% 63,958 $26.9M
Tritonpoint Wealth, LLC 2.81% Reduce -10.1% 74,421 $26.9M
Summit Financial, LLC 1.59% Reduce -0.4% 63,693 $26.8M
Annex Advisory Services, LLC 0.95% Reduce -1.3% 63,599 $26.8M
Community Bank, N.A. 3.51% Reduce -3.1% 63,587 $26.8M
Bogart Wealth, LLC 1.38% Add +2.7% 63,575 $26.7M
Hodges Capital Management Inc. 1.70% Reduce -7.7% 63,492 $26.7M
Premier Fund Managers Ltd 1.06% Add +2.2% 63,401 $26.7M
Turim 21 Investimentos Ltda. 6.79% Add +28.0% 63,489 $26.7M
One Capital Management, LLC 0.97% Reduce -0.1% 63,375 $26.7M
Soros Capital Management LLC 7.32% New 63,340 $26.6M
Y.D. More Investments Ltd 4.72% Add +4.7% 63,331 $26.6M
Yelin Lapidot Holdings Management Ltd. 5.48% Reduce -11.4% 63,305 $26.6M
Aragon Global Management, LP 11.95% No change 63,237 $26.6M
Hayek Kallen Investment Management 10.19% Reduce -1.8% 63,218 $26.6M
Augustine Asset Management Inc. 11.09% Reduce -0.8% 63,214 $26.6M
First National Advisers, LLC 5.93% Add +23.6% 68,524 $26.5M
Morningstar Investment Management LLC 2.88% No change 63,034 $26.5M
Middleton & Co. Inc. 3.06% Reduce -1.3% 63,018 $26.5M
IFP Advisors, Inc 1.16% Add +8.6% 62,905 $26.5M
Canal Insurance CO 6.77% No change 62,500 $26.3M
Alley Investment Management Company, LLC 3.61% Reduce -1.0% 62,359 $26.2M
Mattern Wealth Management LLC 6.36% Reduce -2.3% 62,169 $26.2M
Stone Summit Wealth LLC 9.08% Add +0.1% 62,080 $26.1M
Good Life Advisors, LLC 2.32% Add +2.5% 62,079 $26.1M
Cornerstone Wealth Group, LLC 2.41% Add +25.9% 62,041 $26.1M
Polymer Capital Management (HK) LTD 6.56% Add +15.5% 61,890 $26.0M
Laurel Wealth Advisors LLC 4.46% Add +0.5% 61,740 $26.0M
Beach Investment Counsel Inc. 3.20% No change 69,047 $26.0M
Harbour Investments, Inc. 0.92% Add +6.7% 61,545 $25.9M
Allied Investment Advisors, LLC 6.25% Reduce -0.3% 61,528 $25.9M
NFJ Investment Group, LLC 0.71% Reduce -1.7% 61,513 $25.9M
AdvisorNet Financial, Inc 2.48% Reduce -4.3% 61,377 $25.8M
Sheaff Brock Investment Advisors, LLC 2.05% Reduce -15.2% 61,303 $25.8M
Arcadia Investment Management Corp. 4.55% Reduce -0.2% 61,133 $25.7M
Liberty One Investment Management, LLC 2.91% Reduce -2.2% 61,113 $25.7M
Sora Investors LLC 4.22% Add +10.9% 61,000 $25.7M
Arthur M. Cohen & Associates, LLC 5.42% Reduce -1.4% 60,833 $25.6M
Motco 1.53% Add +1.3% 60,940 $25.6M
Strategic Vision Investment Ltd 18.42% Reduce -2.3% 60,663 $25.5M
Harvey Capital Management Inc. 7.47% Reduce -2.1% 60,655 $25.5M
WoodTrust Financial Corp 4.04% Reduce -1.9% 60,594 $25.5M
RPG Investment Advisory, LLC 3.82% Reduce -0.7% 60,512 $25.5M
Supplemental Annuity Collective Trust of NJ 7.95% No change 60,500 $25.5M
DT Investment Partners, LLC 2.57% Add +2.3% 60,413 $25.4M
LSV Asset Management 0.05% Reduce -18.6% 60,400 $25.4M
Cassaday & Co Wealth Management LLC 0.83% Add +13.8% 60,392 $25.4M
Field & Main Bank 9.87% Reduce -4.6% 60,380 $25.4M
Cubic Asset Management, LLC 6.01% Reduce -0.2% 60,298 $25.4M
Cornerstone Wealth Management, LLC 2.05% Add +0.9% 60,145 $25.3M
Wright Investors Service Inc. 6.41% Reduce -0.3% 60,102 $25.3M
Cincinnati Specialty Underwriters Insurance CO 7.94% No change 60,000 $25.2M
Ardmore Road Asset Management LP 4.45% Add +50.0% 60,000 $25.2M
Princeton Global Asset Management LLC 6.00% Reduce -2.3% 59,994 $25.2M
Hall Laurie J Trustee 8.88% Reduce -1.9% 59,919 $25.2M
Foster & Motley Inc. 1.73% Reduce -1.0% 59,897 $25.2M
Altrafin AG 9.11% Add +0.2% 59,781 $25.2M
GPS Wealth Strategies Group, LLC 4.07% Add +8.9% 59,762 $25.1M
Valley National Advisers Inc. 3.80% Reduce -5.6% 59,744 $25.1M
Knuff & Co LLC 8.44% Add +0.2% 59,696 $25.1M
Conning Inc. 0.86% Reduce -1.9% 59,623 $25.1M
Claar Advisors LLC 8.07% Reduce -11.0% 59,582 $25.1M
SeaTown Holdings Pte. Ltd. 15.84% Reduce -52.5% 59,464 $25.0M
Pinnbrook Capital Management LP 4.32% Reduce -18.3% 59,373 $25.0M
Glen Eagle Advisors, LLC 4.73% Reduce -0.5% 59,320 $25.0M
St. Clair Advisors, LLC 8.10% Reduce -1.8% 59,274 $24.9M
Court Place Advisors, LLC 8.03% Reduce -6.8% 59,190 $24.9M
Harbour Investment Management LLC 11.67% Reduce -2.5% 59,083 $24.9M
Arrow Financial Corp 2.47% Reduce -2.2% 59,053 $24.8M
NatWest Group plc 9.55% Reduce -7.3% 58,966 $24.8M
Concentric Capital Strategies, LP 1.59% Add +16.4% 58,909 $24.8M
Symmetry Partners, LLC 1.94% Reduce -5.7% 58,885 $24.8M
Mirabaud & Cie SA 8.78% Reduce -12.1% 58,861 $24.8M
New Hampshire Trust 5.78% Reduce -3.6% 58,761 $24.7M
TrinityPoint Wealth, LLC 4.08% Reduce -1.2% 58,576 $24.6M
EULAV Asset Management 0.68% Reduce -1.6% 58,533 $24.6M
Parcion Private Wealth LLC 2.17% Reduce -18.1% 58,520 $24.6M
Columbus Hill Capital Management, L.P. 5.69% No change 58,423 $24.6M
Villere St Denis J & Co. LLC 2.00% Reduce -1.6% 58,331 $24.5M
Valmark Advisers, Inc. 0.43% Add +0.3% 58,185 $24.5M
Nicola Wealth Management LTD. 2.37% No change 58,160 $24.5M
Missouri Trust & Investment Co 9.42% Reduce -0.4% 58,044 $24.4M
Avantax Planning Partners, Inc. 0.79% Add +15.1% 57,997 $24.4M
Farmers Trust Co. 4.90% Reduce -4.0% 57,791 $24.3M
Bellecapital International Ltd. 5.43% Reduce -10.4% 57,656 $24.3M
D L Carlson Investment Group Inc. 4.73% Reduce -2.6% 57,619 $24.2M
Avestar Capital, LLC 2.78% Add +18.7% 57,610 $24.2M
RKL Wealth Management LLC 2.40% Reduce -1.0% 57,608 $24.2M
City Holding Co. 3.63% Reduce -0.3% 57,554 $24.2M
Proficio Capital Partners LLC 2.66% Add +1.1% 57,508 $24.2M
GAMMA Investing LLC 4.93% Add +21.0% 57,483 $24.2M
Cheviot Value Management, LLC 5.31% Reduce -2.3% 57,458 $24.2M
Eubel Brady & Suttman Asset Management Inc. 3.37% Reduce -1.6% 57,437 $24.2M
Hamilton Capital Partners Inc. 2.92% Add +52.9% 57,419 $24.2M
Lake Street Private Wealth, LLC 3.35% Add +2.3% 57,397 $24.1M
Orbis Allan Gray Ltd 0.14% Reduce -22.8% 57,384 $24.1M
K.J. Harrison & Partners Inc 3.73% Add +3.4% 57,346 $24.1M
Zhang Financial LLC 1.79% Add +0.2% 57,308 $24.1M
Lindbrook Capital, LLC 2.25% Add +1.1% 57,161 $24.0M
Pavion Blue Capital, LLC 11.82% Reduce -0.7% 56,791 $23.9M
Investment Advisory Services Inc. /TX 8.77% Reduce -1.7% 56,785 $23.9M
Strategic Blueprint, LLC 1.69% Reduce -0.8% 56,515 $23.8M
Hendershot Investments Inc. 3.38% Reduce -0.1% 56,270 $23.7M
Balboa Wealth Partners 7.53% Reduce -7.2% 56,110 $23.6M
Westwind Capital 5.97% Reduce -0.8% 56,072 $23.6M
Princeton Capital Management LLC 8.51% Reduce -2.1% 56,050 $23.6M
SevenBridge Financial Group, LLC 5.34% Reduce -4.7% 57,951 $23.6M
Smithbridge Asset Management Inc. 4.86% Reduce -4.7% 56,013 $23.6M
Sepio Capital, LP 2.02% Reduce -12.8% 55,914 $23.5M
Trifecta Capital Advisors, LLC 5.72% Add +2.5% 55,849 $23.5M
Two Point Capital Management, Inc. 9.66% Reduce -0.5% 55,839 $23.5M
Kozak & Associates, Inc. 6.31% Add +2.5% 55,743 $23.5M
Grey Street Capital, LLC 3.18% Add +304.2% 55,772 $23.5M
Cozad Asset Management Inc. 2.44% Add +0.3% 55,604 $23.4M
Spectrum Wealth Counsel, LLC 2.84% Add +3.3% 55,238 $23.2M
Scholtz & Company, LLC 10.27% Add +2.0% 55,158 $23.2M
Confluence Wealth Services, Inc. 2.05% Add +3.4% 55,130 $23.2M
Marietta Investment Partners LLC 5.06% Reduce -0.3% 55,056 $23.2M
Concourse Financial Group Securities, Inc. 1.50% Add +5.2% 55,026 $23.2M
Haverford Financial Services, Inc. 6.66% Reduce -0.4% 55,016 $23.1M
Hound Partners, LLC 6.90% Reduce -18.7% 54,992 $23.1M
Weik Capital Management 9.83% Reduce -1.1% 54,984 $23.1M
Vest Financial, LLC 0.61% Add +54.5% 54,892 $23.1M
PFC Capital Group, Inc. 12.39% Reduce -0.6% 54,832 $23.1M
Cypress Asset Management Inc. 6.25% Add +5.5% 53,634 $23.1M
Independent Investors Inc. 5.50% No change 54,628 $23.0M
Hamilton Point Investment Advisors, LLC 4.49% Reduce -2.3% 54,623 $23.0M
Alpha Omega Wealth Management LLC 4.27% Reduce -3.2% 54,622 $23.0M
Hamilton Wealth, LLC 7.16% Add +3.9% 54,555 $23.0M
Nicollet Investment Management, Inc. 8.47% Reduce -5.7% 54,552 $23.0M
WESPAC Advisors SoCal, LLC 6.00% Add +0.0% 54,548 $22.9M
Diligent Investors, LLC 5.76% Add +0.5% 54,539 $22.9M
Capital Planning LLC 7.47% Reduce -8.4% 54,416 $22.9M
Miramar Capital, LLC 5.78% Reduce -1.7% 55,922 $22.9M
Mirova 4.05% Add +45.4% 54,391 $22.9M
HTLF Bank 2.62% Reduce -1.7% 54,316 $22.9M
Lincoln Capital Corp. 9.96% Reduce -2.3% 54,132 $22.8M
Generali Powszechne Towarzystwo Emerytalne 8.28% No change 54,118 $22.8M
Strategy Asset Managers LLC 4.87% Add +2.0% 54,084 $22.8M
American Money Management, LLC 4.74% Reduce -0.9% 53,983 $22.7M
Greenwich Wealth Management LLC 1.81% Add +2.4% 53,976 $22.7M
NTV Asset Management LLC 3.46% Add +2.6% 53,935 $22.7M
Jackson Square Capital, LLC 5.84% Add +2.8% 53,895 $22.7M
Stokes Family Office, LLC 2.83% Add +6.3% 53,798 $22.6M
Adalta Capital Management LLC 12.49% Add +1.7% 53,748 $22.6M
Trinity Street Asset Management LLP 1.81% Add +8.9% 53,748 $22.6M
Campbell Capital Management Inc. 9.96% Reduce -1.6% 53,697 $22.6M
West Branch Capital LLC 9.10% Add +15.2% 53,639 $22.6M
Baker Ellis Asset Management LLC 3.36% Add +0.9% 53,591 $22.5M
Headinvest, LLC 4.40% Reduce -2.5% 53,557 $22.5M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 9.54% Add +1.9% 53,517 $22.5M
Baker Chad R 4.79% No change 53,435 $22.5M
Grand Jean Capital Management Inc. 5.93% Reduce -0.2% 53,390 $22.5M
Colonial Trust Co / SC 4.20% Reduce -1.3% 53,360 $22.4M
Meridian Wealth Advisors, LLC 4.20% Add +1.2% 53,089 $22.3M
Elevatus Welath Management 8.81% Add +1.4% 53,065 $22.3M
L1 Capital International Pty Ltd 9.92% Add +2.7% 52,530 $22.3M
Executive Wealth Management, LLC 1.95% Reduce -9.5% 52,473 $22.3M
Sigma Investment Counselors Inc. 1.43% Reduce -3.1% 52,815 $22.2M
Clarity Financial LLC 3.44% Reduce -7.3% 52,772 $22.2M
Plimoth Trust Co. LLC 5.91% Reduce -0.4% 52,692 $22.2M
GM Advisory Group, LLC 1.55% Add +6.2% 52,657 $22.2M
Heirloom Wealth Management 7.55% Reduce -2.2% 52,621 $22.1M
Cadinha & Co. LLC 3.80% Reduce -3.1% 52,516 $22.1M
Capital Asset Advisory Services LLC 1.27% Add +2.5% 51,909 $22.1M
Renaissance Investment Group LLC 5.06% Reduce -3.9% 52,426 $22.1M
Broderick Brian C 4.71% Add +2.5% 52,405 $22.0M
Mark Sheptoff Financial Planning, LLC 12.21% Reduce -0.9% 52,327 $22.0M
Hendley & Co. Inc. 7.87% Add +0.8% 52,309 $22.0M
R.m.sincerbeaux Capital Management LLC 13.97% No change 52,276 $22.0M
BRX Global LP 16.51% No change 52,262 $22.0M
Whalerock Point Partners, LLC 6.21% Reduce -0.6% 52,255 $22.0M
Aaron Wealth Advisors LLC 3.15% Reduce -0.8% 52,251 $22.0M
Edgestream Partners, L.P. 1.10% Add +162.1% 52,247 $22.0M
R.H. Dinel Investment Counsel, Inc. 14.03% No change 52,125 $21.9M
West Coast Financial LLC 2.66% Add +1.8% 52,122 $21.9M
Cardinal Capital Management 3.57% Add +1.8% 52,093 $21.9M
Elk River Wealth Management LLC 4.46% Reduce -8.4% 52,080 $21.9M
Makena Capital Management LLC 5.10% Reduce -12.1% 52,063 $21.9M
Mirabaud Asset Management Ltd 8.84% Reduce -0.3% 52,003 $21.9M
Berger Financial Group, Inc 1.80% Add +35.5% 51,945 $21.9M
Bourgeon Capital Management LLC 4.27% Add +0.0% 51,888 $21.8M
Lighthouse Investment Partners, LLC 1.28% Reduce -18.9% 51,700 $21.8M
Valicenti Advisory Services Inc. 6.04% Add +0.6% 51,530 $21.7M
Legacy Advisors, LLC 2.74% Add +1.9% 51,516 $21.7M
Farley Capital L.P. 20.38% No change 51,492 $21.7M
Capital Investment Counsel, Inc 3.74% Reduce -2.0% 51,483 $21.7M
Monarch Capital Management Inc. 6.10% Reduce -0.3% 51,412 $21.6M
GeoWealth Management, LLC 0.84% Add +63.6% 51,367 $21.6M
Moloney Securities Asset Management, LLC 3.28% Reduce -0.1% 51,358 $21.6M
Farmers National Bank 6.42% Reduce -2.3% 51,137 $21.5M
Vantage Wealth 5.02% Reduce -11.5% 51,133 $21.5M
Rowlandmiller & Partners.adv 4.53% Add +0.2% 50,938 $21.4M
Benin Management CORP 6.76% Reduce -3.1% 50,822 $21.4M
Premier Path Wealth Partners, LLC 4.02% Reduce -0.1% 50,832 $21.4M
Boyd Watterson Asset Management LLC 7.77% Add +0.3% 50,740 $21.3M
Condor Capital Management 2.09% Add +0.1% 50,675 $21.3M
Crewe Advisors LLC 2.48% New 50,584 $21.3M
Cooper Creek Partners Management LLC 0.88% New 50,583 $21.3M
Canvas Wealth Advisors, LLC 7.15% Add +2.8% 51,665 $21.3M
Harbor Capital Advisors, Inc. 2.78% Reduce -10.8% 50,546 $21.3M
Apella Capital, LLC 1.07% Reduce -17.5% 49,884 $21.3M
Hartford Financial Management Inc. 4.49% Reduce -0.1% 50,540 $21.3M
GFS Advisors, LLC 3.52% Reduce -4.1% 50,518 $21.3M
Asset Planning Services Inc. /La/ 11.86% Add +0.1% 50,445 $21.2M
Phraction Management LLC 8.94% Reduce -2.8% 50,435 $21.2M
Summit Global Investments 1.57% Reduce -54.8% 50,121 $21.1M
Alight Capital Management LP 6.68% Reduce -9.1% 50,000 $21.0M
Saraza Management, LP 5.46% No change 50,000 $21.0M
Berkley W R Corp. 1.31% New 50,000 $21.0M
RBF Capital, LLC 1.18% No change 50,000 $21.0M
Davidson Kempner Capital Management LP 0.42% No change 50,000 $21.0M
Red Door Wealth Management, LLC 4.04% Add +5.5% 49,742 $20.9M
Value Partners Investments Inc. 1.71% Reduce -43.1% 49,773 $20.9M
Rosenblum Silverman Sutton S F Inc. 5.92% Reduce -1.6% 49,704 $20.9M
Armistice Capital, LLC 0.56% Reduce -69.3% 49,689 $20.9M
Rench Wealth Management, Inc. 7.99% Reduce -2.1% 49,535 $20.8M
Clearstead Trust, LLC 5.45% Reduce -10.3% 49,535 $20.8M
Northstar Asset Management Inc. 3.65% Reduce -16.6% 49,481 $20.8M
Claro Advisors Inc. 3.62% Add +3.0% 49,478 $20.8M
Compound Planning, Inc. 1.92% Add +33.6% 49,412 $20.8M
Cooper Financial Group 3.42% Add +5.4% 49,406 $20.8M
Skyline Advisors, Inc. 9.30% Reduce -0.3% 49,393 $20.8M
Wayfinding Financial, LLC 12.13% Reduce -1.9% 50,494 $20.7M
McGuire Investment Group, LLC 3.02% Reduce -6.4% 49,200 $20.7M
Motley Fool Wealth Management, LLC 1.07% Add +0.5% 49,148 $20.7M
AMS Capital Ltda 5.66% Reduce -2.9% 62,449 $20.6M
Family Manage LLC 3.81% Reduce -1.9% 49,055 $20.6M
Aspiriant, LLC 0.85% Reduce -0.6% 49,043 $20.6M
Delta Financial Group, Inc. 6.07% Reduce -1.0% 49,014 $20.6M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 15.33% Add +5.3% 49,002 $20.6M
Madrona Financial Services, LLC 7.16% Add +4.1% 48,891 $20.6M
Stockman Wealth Management, Inc. 3.62% Reduce -6.3% 48,784 $20.5M
Vista Equity Partners Management, LLC 0.55% Add +71.5% 48,716 $20.5M
Boyar Asset Management Inc. 13.35% Add +6.8% 48,663 $20.5M
Anabranch Capital Management, LP 11.89% No change 48,475 $20.4M
CFM Wealth Partners LLC 4.09% Add +2.9% 48,409 $20.4M
NBW Capital LLC 4.16% Add +1.2% 48,373 $20.4M
First Interstate Bank 1.41% Reduce -4.0% 48,357 $20.3M
Goldstream Capital Management Ltd 11.46% Add +2.3% 48,320 $20.3M
Rehmann Capital Advisory Group 1.52% Reduce -0.3% 48,317 $20.3M
L & S Advisors Inc 2.60% Reduce -21.4% 48,299 $20.3M
Capital Planning Advisors, LLC 3.57% Add +0.6% 48,284 $20.3M
Stonebridge Capital Management Inc. 9.08% Reduce -0.3% 48,277 $20.3M
Inscription Capital, LLC 3.35% Add +29.0% 48,266 $20.3M
Consilio Wealth Advisors, LLC 9.51% Reduce -1.7% 48,245 $20.3M
Sargent Investment Group, LLC 4.45% Add +17.5% 48,225 $20.3M
Embree Financial Group 3.98% Reduce -4.3% 48,179 $20.3M
Hoertkorn Richard Charles 8.70% Reduce -1.4% 48,150 $20.3M
STF Management LP 8.77% Reduce -0.8% 48,075 $20.2M
Scott & Selber, Inc. 6.88% Add +0.2% 48,042 $20.2M
Camden National Bank 3.56% Reduce -6.7% 48,001 $20.2M
Forum Financial Management, LP 0.35% Reduce -0.0% 47,990 $20.2M
Capital City Trust Co. 5.61% Reduce -2.1% 47,935 $20.2M
Baker Tilly Wealth Management, LLC 3.64% Reduce -4.3% 47,894 $20.1M
Wells Trecaso Financial Group, LLC 7.12% Reduce -0.9% 47,891 $20.1M
PARUS FINANCE (UK) Ltd 7.59% Reduce -7.6% 47,880 $20.1M
J. Goldman & Co LP 0.91% Reduce -70.3% 47,850 $20.1M
Duncker Streett & Co. Inc. 3.97% Add +0.7% 47,809 $20.1M
Asset Dedication, LLC 1.50% Add +3.5% 47,745 $20.1M
Connecticut Wealth Management, LLC 1.07% Add +0.5% 47,752 $20.1M
Miller Wealth Advisors, LLC 11.98% Add +0.3% 47,693 $20.1M
Bison Wealth, LLC 3.26% Add +0.6% 47,650 $20.0M
RFG Advisory, LLC 0.68% Reduce -8.4% 47,641 $20.0M
Parkside Financial Bank & Trust 3.23% Add +6.6% 47,632 $20.0M
Rockline Wealth Management, LLC 6.99% Add +2.9% 47,536 $20.0M
Formidable Asset Management, LLC 3.25% Add +43.3% 47,409 $19.9M
RMR Wealth Builders 2.41% Add +4.8% 47,394 $19.9M
Keystone Financial Group 2.92% Add +8.6% 47,391 $19.9M
Manhattan West Asset Management, LLC 4.77% Add +12.9% 47,265 $19.9M
Oakworth Capital, Inc. 1.50% Add +2.8% 47,259 $19.9M
Trust Point Inc. 1.56% Add +9.2% 47,253 $19.9M
Biondo Investment Advisors, LLC 3.07% Add +3.9% 47,248 $19.9M
Marcum Wealth, LLC 2.02% Add +9.5% 47,242 $19.9M
Pure Financial Advisors, LLC 0.62% Add +17.8% 47,156 $19.8M
McDonald Partners LLC 5.45% Reduce -1.6% 47,076 $19.8M
EverSource Wealth Advisors, LLC 1.56% Add +9.8% 50,794 $19.8M
Napean Trading & Investment Co (Singapore) PTE Ltd 4.83% No change 46,913 $19.7M
Fifth Third Wealth Advisors LLC 3.07% Add +22.1% 46,866 $19.7M
Solidarity Wealth, LLC 6.17% Add +3.0% 46,843 $19.7M
Rothschild Capital Partners, LLC 5.72% No change 46,776 $19.7M
Elevation Point Wealth Partners, LLC 1.51% Add +22.6% 46,741 $19.7M
FACT Capital, LP 7.15% No change 46,733 $19.7M
McCollum Christoferson Group LLC 5.68% Reduce -1.3% 46,669 $19.6M
Walden Wealth Partners LLC 11.40% Reduce -0.4% 46,986 $19.6M
Allred Capital Management, LLC 7.66% Add +0.2% 46,653 $19.6M
Paragon Capital Management LLC 10.55% Reduce -1.2% 46,550 $19.6M
Westbourne Investment Advisors, Inc. 7.20% Reduce -0.9% 46,471 $19.6M
Simon Quick Advisors, LLC 1.46% Add +21.0% 46,416 $19.5M
Montecito Bank & Trust 3.90% Reduce -0.2% 46,329 $19.5M
Hedeker Wealth, LLC 5.61% Reduce -1.0% 46,312 $19.5M
Johnson Financial Group, Inc. 1.05% Reduce -8.0% 46,232 $19.5M
Portside Wealth Group, LLC 3.60% Reduce -4.1% 46,201 $19.4M
HCR Wealth Advisors 2.95% Reduce -20.1% 46,197 $19.4M
Texas Yale Capital Corp. 0.86% Add +2.5% 46,185 $19.4M
Beacon Bank & Trust 4.82% Reduce -6.6% 46,145 $19.4M
MSA Advisors, LLC 5.81% Add +37.0% 46,090 $19.4M
Deroy & Devereaux Private Investment Counsel Inc. 1.18% Reduce -3.7% 46,050 $19.4M
Community Bank & Trust, Waco, Texas 4.75% Add +2.7% 46,042 $19.4M
Beverly Hills Private Wealth, LLC 4.50% Add +4.8% 46,012 $19.4M
Light Street Capital Management, LLC 4.89% Reduce -2.1% 46,000 $19.4M
Jacobi Capital Management LLC 1.79% Reduce -0.1% 45,914 $19.3M
Live Oak Private Wealth LLC 3.34% Reduce -1.0% 45,860 $19.3M
Hilltop National Bank 6.55% — 45,834 $19.3M
Keel Point, LLC 1.99% Add +6.5% 45,828 $19.3M
Institute for Wealth Management, LLC. 2.50% Add +0.9% 45,818 $19.3M
Heron Bay Capital Management 4.09% Add +0.4% 45,811 $19.3M
Decatur Capital Management, Inc. 10.48% Reduce -1.1% 45,794 $19.3M
Norden Group LLC 3.91% Add +18.8% 45,769 $19.3M
Archford Capital Strategies, LLC 3.22% Add +0.9% 45,645 $19.2M
Krilogy Financial LLC 1.47% Reduce -2.3% 45,575 $19.2M
Brady Family Wealth, LLC 6.21% Add +0.9% 45,532 $19.2M
Imprint Wealth LLC 4.63% Add +238.4% 44,976 $19.1M
Ascent Wealth Partners, LLC 2.83% Add +1.6% 45,358 $19.1M
Canal Capital Management, LLC 3.20% Add +2.5% 45,333 $19.1M
Certuity, LLC 1.69% Add +6.5% 45,281 $19.1M
Brooklyn Investment Group 8.19% Add +3.2% 44,884 $19.0M
Financial Engines Advisors L.L.C. 0.04% Reduce -3.1% 45,278 $19.0M
9258 Wealth Management, LLC 2.97% Reduce -0.5% 45,253 $19.0M
Baugh & Associates, LLC 10.13% Add +0.4% 45,239 $19.0M
Lawson Kroeker Investment Management Inc. 3.61% Reduce -1.2% 45,090 $19.0M
Little House Capital LLC 6.29% Reduce -3.7% 45,144 $19.0M
Naman Capital Ltda 7.38% No change 45,000 $18.9M
Horizon Investments, LLC 0.50% Add +13.8% 45,003 $18.9M
Morse Asset Management, Inc 4.85% Add +0.2% 44,870 $18.9M
Geller Advisors LLC 1.53% Add +8.5% 44,763 $18.8M
Advisory Research Inc. 3.75% Reduce -5.3% 44,762 $18.8M
Strategic Global Advisors, LLC 4.07% Add +35.9% 44,738 $18.8M
Allegiance Financial Group Advisory Services LLC 7.70% Reduce -2.2% 44,714 $18.8M
Analyst IMS Investment Management Services Ltd. 0.82% Add +3.6% 44,632 $18.8M
Thames Capital Management LLC 7.81% Reduce -7.8% 44,612 $18.8M
Northwest Bancshares, Inc. 2.96% Add +1.8% 44,605 $18.8M
McKinley Carter Wealth Services, Inc. 1.25% Add +2.3% 44,533 $18.7M
J. W. Coons Advisors, LLC 3.30% Add +0.6% 44,521 $18.7M
J.P. Marvel Investment Advisors, LLC 3.24% Add +0.1% 44,512 $18.7M
Sage Mountain Advisors LLC 1.95% Add +5.0% 44,507 $18.7M
Rodgers Brothers Inc. 2.56% Add +0.9% 44,495 $18.7M
Isthmus Partners, LLC 2.12% Add +3.5% 44,410 $18.7M
Lattice Capital Management, LLC 18.97% No change 44,408 $18.7M
Foster Victor Wealth Advisors, LLC 1.70% Add +2.8% 43,644 $18.7M
Wills Financial Group, Inc. 8.80% Reduce -0.3% 44,388 $18.7M
Security National Bank 2.83% Add +0.0% 44,381 $18.7M
Traynor Capital Management, Inc. 1.77% Add +6.8% 44,183 $18.6M
Hosking Partners LLP 0.68% Reduce -0.3% 44,096 $18.6M
Aspire Capital Advisors LLC 6.24% Reduce -3.5% 44,080 $18.5M
EFG Asset Management (Americas) Corp. 5.64% Reduce -29.8% 44,045 $18.5M
Patten Group, Inc. 4.55% Add +0.3% 43,939 $18.5M
Mayflower Financial Advisors, LLC 3.09% Add +0.1% 43,906 $18.5M
Weitz Investment Management, Inc. 0.93% Reduce -23.8% 43,800 $18.4M
Wealth Alliance, LLC 2.42% Reduce -1.1% 43,758 $18.4M
TRUE Private Wealth Advisors 2.11% Reduce -11.5% 43,742 $18.4M
Stansberry Asset Management, LLC 2.64% Add +14.4% 43,719 $18.4M
Quantum Private Wealth, LLC 6.81% Add +0.3% 43,713 $18.4M
Nkcfo LLC 10.97% Add +1.9% 43,675 $18.4M
Gryphon Financial Partners LLC 3.12% Reduce -9.3% 43,573 $18.3M
Boston Research & Management Inc. 4.52% Reduce -3.4% 43,496 $18.3M
Jefferies Financial Group Inc. 0.40% Add +9.4% 43,436 $18.3M
Schaper Benz & Wise Investment Counsel Inc. 1.52% Add +0.7% 43,396 $18.3M
Marietta Wealth Management, LLC 3.01% Reduce -3.1% 43,392 $18.3M
Benedict Financial Advisors Inc. 4.63% Reduce -2.8% 43,386 $18.3M
Winch Advisory Services, LLC 5.57% Reduce -1.0% 43,378 $18.3M
Pinnacle Wealth Planning Services, Inc. 2.67% Add +0.8% 43,271 $18.2M
JCIC Asset Management Inc. 7.50% Reduce -0.2% 43,261 $18.2M
FDx Advisors, Inc. 2.76% Reduce -43.1% 43,250 $18.2M
Next Century Growth Investors LLC 1.58% Add +1.4% 43,203 $18.2M
Bulltick Wealth Management, LLC 3.78% Add +20.7% 43,150 $18.2M
Vestmark Advisory Solutions, Inc. 0.78% Add +1.7% 43,130 $18.1M
Legacy Wealth Management, LLC / MS 8.17% No change 43,087 $18.1M
Sirios Capital Management L P 3.42% Reduce -15.4% 43,082 $18.1M
Centaurus Financial, Inc. 1.27% Add +18.4% 43,027 $18.1M
Nicolet Advisory Services, LLC 1.84% Add +4.1% 42,443 $18.1M
Royal Fund Management, LLC 2.08% Add +1.4% 42,898 $18.1M
Legacy Trust 4.51% Reduce -5.6% 42,971 $18.1M
DCM Advisors, LLC 7.44% Reduce -20.1% 42,876 $18.0M
Physicians Financial Services, Inc. 6.34% Reduce -0.1% 42,814 $18.0M
Iowa State Bank 3.98% Reduce -2.2% 42,797 $18.0M
Schonfeld Strategic Advisors LLC 0.14% Reduce -89.2% 42,703 $18.0M
First National Bank & Trust Co. of Newtown 3.64% Reduce -2.0% 42,630 $17.9M
LM Advisors LLC 3.15% Add +15.3% 42,566 $17.9M
Roberts Glore & Co. Inc. 5.35% Reduce -6.1% 42,499 $17.9M
Morton Capital Management LLC 4.82% Reduce -1.5% 42,399 $17.8M
Towne Trust Company, N.A 6.49% Reduce -1.9% 42,376 $17.8M
Harbor Island Capital LLC 8.15% Reduce -0.2% 42,280 $17.8M
Leonteq Securities AG 2.39% Reduce -27.5% 42,219 $17.8M
Stoneridge Investment Partners LLC 6.75% Reduce -2.0% 42,211 $17.8M
Sendero Wealth Management, LLC 3.05% Reduce -6.6% 42,208 $17.8M
Consolidated Capital Management, LLC 8.51% Reduce -1.7% 42,203 $17.8M
SeaBridge Investment Advisors LLC 4.68% Reduce -1.7% 42,193 $17.8M
Romano Brothers and Company 2.43% Reduce -0.3% 42,097 $17.7M
Punch & Associates Investment Management, Inc. 1.02% Reduce -17.5% 42,092 $17.7M
Carlson Capital, L.P. 1.44% Reduce -29.9% 42,067 $17.7M
SOA Wealth Advisors, LLC. 3.66% Add +0.7% 42,064 $17.7M
Sentry Investment Management LLC 6.86% Reduce -2.2% 41,986 $17.7M
Keebeck Wealth Management 2.60% Reduce -3.1% 41,966 $17.7M
Global X Japan Co., Ltd. 3.75% Add +685.4% 41,965 $17.7M
Soditic Asset Management LLP 20.89% Reduce -48.6% 41,936 $17.6M
Sage Capital Advisors,llc 5.11% Reduce -1.1% 41,869 $17.6M
Lincoln Capital LLC 3.91% Reduce -0.3% 41,785 $17.6M
Parkwood LLC 1.82% Add +55.7% 41,459 $17.4M
Benjamin Edwards Inc. 3.46% Add +3.5% 41,412 $17.4M
Cooper Investors PTY Ltd. 1.00% Add +0.5% 41,397 $17.4M
Central Bank & Trust Co. 2.47% Reduce -7.9% 41,259 $17.4M
Naviter Wealth, LLC 2.84% Add +25.8% 41,206 $17.3M
Heathbridge Capital Management Ltd. 6.69% Reduce -0.5% 41,145 $17.3M
Northwest Capital Management Inc 5.53% Reduce -1.9% 41,050 $17.3M
Fox Hill Wealth Management 11.62% Add +7.9% 41,039 $17.3M
Kelleher Financial Advisors 7.14% Reduce -4.6% 40,940 $17.2M
M. Kulyk & Associates, LLC 3.98% Add +2.7% 40,840 $17.2M
Torray Investment Partners LLC 2.57% Reduce -2.6% 40,811 $17.2M
Bonness Enterprises Inc. 6.19% Reduce -0.2% 40,800 $17.2M
Altfest L J & Co. Inc. 2.43% Reduce -0.5% 40,732 $17.1M
Union Heritage Capital, LLC 6.79% Add +16.3% 40,696 $17.1M
Trustmark Bank Trust Department 1.39% Add +3.9% 40,617 $17.1M
CRA Financial Services, LLC 3.71% Reduce -0.7% 40,598 $17.1M
Shikiar Asset Management Inc. 5.45% Reduce -4.1% 40,592 $17.1M
Whitener Capital Management, Inc. 5.59% Add +0.9% 40,589 $17.1M
Kavar Capital Partners Group, LLC 3.14% Add +6.2% 40,447 $17.0M
Bill Few Associates, Inc. 6.90% Add +2.1% 40,432 $17.0M
Financial Partners Group, Inc 2.71% Add +0.4% 40,416 $17.0M
Sunbelt Securities, Inc. 1.90% Add +5.6% 40,395 $17.0M
Silverlake Wealth Management LLC 8.64% Add +0.7% 40,367 $17.0M
Southeast Asset Advisors, LLC 2.04% Add +25.3% 40,362 $17.0M
Trivium Point Advisory, LLC 3.65% Add +6.4% 40,352 $17.0M
Hanson & Doremus Investment Management 2.92% Reduce -0.8% 40,290 $17.0M
Manchester Capital Management LLC 2.09% Add +9.0% 40,280 $16.9M
Jackson Hole Capital Partners, LLC 3.87% Add +10.9% 40,167 $16.9M
FFG Partners, LLC 7.35% Add +0.6% 40,155 $16.9M
Moser Wealth Advisors, LLC 9.41% Reduce -0.3% 40,138 $16.9M
Chapin Davis, Inc. 6.17% Add +0.7% 40,134 $16.9M
Miura Global Management, LLC 14.35% Reduce -46.7% 40,000 $16.8M
Telemark Asset Management, LLC 1.74% No change 40,000 $16.8M
Litman Gregory Wealth Management LLC 1.52% Reduce -1.1% 39,967 $16.8M
CIC Wealth, LLC 4.89% Reduce -0.9% 39,961 $16.8M
Puzo Michael J 4.66% Add +3.9% 39,955 $16.8M
Duff & Phelps Investment Management Co. 0.20% Reduce -4.6% 39,663 $16.7M
SS&H Financial Advisors, Inc. 6.95% Reduce -1.7% 39,652 $16.7M
CFO4Life Group, LLC 3.03% Reduce -1.9% 39,621 $16.7M
Verde Servicos Internacionais S.A. 6.32% Reduce -33.1% 39,616 $16.7M
Old Second National Bank of Aurora 4.33% Reduce -2.8% 39,597 $16.7M
Brave Asset Management Inc. 4.32% Add +2.0% 39,586 $16.7M
Stonebrook Private Inc. 4.86% Add +6.9% 39,575 $16.7M
Baldwin Investment Management, LLC 2.25% Reduce 0.0% 39,493 $16.6M
Amova Asset Management Americas, Inc. 0.16% Reduce -3.4% 39,476 $16.6M
Continuum Advisory, LLC 2.48% Reduce -11.4% 40,123 $16.5M
Humankind Investments LLC 4.37% Reduce -0.1% 39,302 $16.5M
PDS Planning, Inc 1.74% Add +0.8% 39,291 $16.5M
Savoie Capital LLC 2.30% Add +26.1% 39,253 $16.5M
Grandview Asset Management LLC 7.50% Add +0.8% 39,246 $16.5M
Portfolio Design Labs, LLC 5.54% Add +6.4% 39,184 $16.5M
Bank Hapoalim BM 2.22% Reduce -17.3% 39,171 $16.5M
Harrell Investment Partners, LLC 4.88% Reduce -1.5% 39,143 $16.5M
Inlet Private Wealth, LLC 4.59% Reduce -0.5% 39,028 $16.4M
Codex Capital, L.L.C. 8.00% No change 39,000 $16.4M
Ervin Investment Management, LLC 11.49% Reduce -5.8% 38,993 $16.4M
Hilltop Holdings Inc. 1.82% Add +1.9% 38,871 $16.4M
Searle & Co. 4.16% No change 38,811 $16.3M
Mattern Capital Management, LLC 2.22% Reduce -7.6% 38,785 $16.3M
Birinyi Associates Inc. 5.32% Add +0.9% 38,766 $16.3M
Broadwater Capital Management LLC 12.51% Reduce -5.0% 38,739 $16.3M
Potrero Capital Research LLC 10.12% No change 38,694 $16.3M
Concord Investment Counsel Inc. 5.87% — 38,622 $16.2M
ARK Investment Management 0.11% Reduce -33.8% 38,582 $16.2M
Nicholas Investment Partners, LP 1.83% No change 38,579 $16.2M
Watts Gwilliam & Co., LLC 5.00% — 38,864 $16.2M
Tranquility Partners, LLC 6.26% Reduce -0.3% 38,473 $16.2M
Timber Creek Capital Management LLC 5.05% Add +7.1% 38,428 $16.2M
Alaska Permanent Fund Corp 0.24% Add +5.7% 38,424 $16.2M
Argonautica Private Wealth Management, Inc. 5.79% Add +13.6% 38,357 $16.1M
Koshinski Asset Management, Inc. 1.65% Add +36.8% 38,354 $16.1M
Great Lakes Retirement, Inc. 2.38% Add +2.7% 38,230 $16.1M
Walter & Keenan Wealth Management LLC /in/ 5.25% Reduce -1.1% 38,114 $16.0M
Marshall & Sullivan Inc. 7.92% Reduce -0.9% 38,051 $16.0M
Moneco Advisors, LLC 2.53% Add +6.7% 37,834 $15.9M
American Trust 1.33% Reduce -3.3% 37,832 $15.9M
Brown Miller Wealth Management, LLC 7.01% Add +1.4% 37,813 $15.9M
Davidson Trust Co. 9.26% Add +7.6% 37,759 $15.9M
Herold Advisors, Inc. 3.84% Reduce -1.8% 37,733 $15.9M
Horan Capital Advisors, LLC. 5.64% Reduce -9.6% 37,684 $15.9M
FAS Wealth Partners, Inc. 1.40% Reduce -0.5% 37,640 $15.8M
Providence Capital Advisors, LLC 3.45% Reduce -0.7% 37,577 $15.8M
WBH Advisory Inc. 1.62% Reduce -1.6% 37,512 $15.8M
Concord Wealth Partners 2.84% Add +19.5% 37,487 $15.8M
Mitchell McLeod Pugh & Williams Inc. 3.79% Reduce -1.9% 37,470 $15.8M
Selway Asset Management 6.32% Reduce -1.4% 37,467 $15.8M
Soundmark Wealth Management, LLC 6.99% Add +7.5% 37,453 $15.8M
TLW Wealth Management, LLC 10.03% Reduce -0.5% 37,429 $15.7M
Nvwm, LLC 4.31% Reduce -1.9% 37,332 $15.7M
Capital Investment Counsel, LLC 3.37% Add +75.9% 37,316 $15.7M
Sandbox Financial Partners, LLC 6.59% Add +5.5% 37,305 $15.7M
Parker Investment Management, LLC 2.71% Reduce -38.0% 37,217 $15.7M
Richard C. Young & CO., LTD. 1.97% Add +1671.0% 37,209 $15.7M
Ransom Advisory, Ltd 8.34% — 37,171 $15.6M
Westover Capital Advisors, LLC 4.57% Reduce -0.0% 37,129 $15.6M
United Capital Management of KS, Inc. 3.57% Add +0.5% 37,106 $15.6M
Aviance Capital Partners, LLC 2.32% Add +36.4% 37,080 $15.6M
Stanley-Laman Group, Ltd. 2.01% Add +3.8% 37,075 $15.6M
Roberts Wealth Advisors, LLC 5.83% Add +0.4% 37,694 $15.6M
Ally Financial Inc. 2.10% Add +146.7% 37,000 $15.6M
Portland Global Advisors LLC 2.12% Reduce -8.8% 36,908 $15.5M
Hall Capital Management Co. Inc. 7.66% Reduce -0.3% 36,893 $15.5M
Pensionfund Sabic 4.60% Reduce -3.9% 36,890 $15.5M
Huber Capital Management LLC 3.47% Reduce -2.9% 36,693 $15.4M
Vishria Bird Financial Group, LLC 6.60% Add +0.4% 36,679 $15.4M
New Millennium Group LLC 11.65% Reduce -0.7% 36,673 $15.4M
Bank of New Hampshire 4.04% Add +15.5% 36,567 $15.4M
Realta Investment Advisors 3.17% Reduce -3.1% 36,544 $15.4M
McGinn Penninger Investment Management, Inc. 10.04% Reduce -1.3% 36,419 $15.3M
Stokes Capital Advisors, LLC 4.45% Add +1.3% 36,408 $15.3M
Pegasus Asset Management, Inc. 4.77% Reduce -0.5% 36,401 $15.3M
Laffer Tengler Investments, Inc. 5.00% Add +0.1% 36,284 $15.3M
Kesler, Norman & Wride, LLC 3.24% Add +1.9% 36,259 $15.3M
PKO Investment Management Joint-Stock Co 1.81% Reduce -36.8% 36,000 $15.2M
B.O.S.S. Retirement Advisors, LLC 5.82% Reduce -31.9% 40,462 $15.2M
Capital Investment Advisory Services, LLC 1.63% Reduce -4.5% 36,139 $15.2M
Udine Wealth Management, Inc. 10.46% Reduce -10.7% 36,051 $15.2M
&partners 2.09% Add +69.3% 35,874 $15.1M
Tenere Capital LLC 4.50% Reduce -46.7% 35,939 $15.1M
Ibex Wealth Advisors 4.09% — 62,988 $15.1M
Quent Capital, LLC 1.76% Add +4.3% 35,888 $15.1M
Round Rock Advisors LLC 3.62% Reduce -9.3% 35,884 $15.1M
Kidder Stephen W 4.81% Reduce -5.5% 35,847 $15.1M
Enterprise Bank & Trust Co 5.16% Reduce -2.9% 35,737 $15.0M
Moss Adams Wealth Advisors LLC 2.41% Add +38.5% 35,698 $15.0M
Seizert Capital Partners, LLC 0.69% Reduce -0.8% 35,612 $15.0M
Leeward Financial Partners, LLC 6.34% Add +15.8% 35,610 $15.0M
Symphony Financial, Ltd. Co. 3.49% Reduce -14.8% 35,559 $15.0M
Arden Trust Co 2.08% Reduce -1.6% 35,496 $14.9M
GDS Wealth Management 1.75% Add +6.7% 35,452 $14.9M
Hartline Investment Corp./ 2.63% Reduce -61.3% 35,445 $14.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.63% Add +8.2% 35,445 $14.9M
Smartleaf Asset Management LLC 2.88% Add +44.7% 35,380 $14.9M
Alpine Woods Capital Investors, LLC 2.96% Reduce -16.2% 38,215 $14.9M
LGT Fund Management Co Ltd. 6.22% Add +1.3% 35,344 $14.9M
Advisor OS, LLC 1.70% Add +7.2% 35,253 $14.8M
First Bank & Trust 3.06% Add +0.6% 35,242 $14.8M
Quotient Wealth Partners, LLC 0.53% Reduce -8.3% 35,209 $14.8M
Leo Wealth, LLC 1.51% Add +4.2% 34,999 $14.8M
Nilsine Partners, LLC 2.02% Add +10.3% 35,159 $14.8M
Lafayette Investments, Inc. 3.32% Add +0.1% 35,118 $14.8M
Blueprint Investment Partners LLC 2.92% Add +0.5% 35,111 $14.8M
Davis-Rea LTD. 6.72% Reduce -20.2% 35,071 $14.8M
Abbot Financial Management, Inc. 8.13% Reduce -3.1% 35,041 $14.7M
M Holdings Securities, Inc. 2.48% Reduce -28.8% 35,024 $14.7M
First Sabrepoint Capital Management LP 6.56% No change 35,000 $14.7M
Kingdon Capital Management, L.L.C. 1.95% Reduce -19.5% 35,000 $14.7M
Grove Bank & Trust 2.47% Add +1.9% 34,892 $14.7M
Midland Wealth Advisors, LLC 0.90% Add +0.6% 34,873 $14.7M
In-Depth Partners, LLC 11.52% Add +2.8% 34,868 $14.7M
Greater Midwest Financial Group, LLC 9.18% Add +0.2% 34,829 $14.7M
Citizens National Bank Trust Department 3.40% Add +0.3% 34,815 $14.6M
John G Ullman & Associates Inc. 2.24% Reduce -1.1% 34,746 $14.6M
StoneX Group Inc. 1.31% Add +2.3% 34,666 $14.6M
Strategic Investment Advisors / MI 1.87% Add +7.7% 34,651 $14.6M
IFG Advisory, LLC 1.09% Reduce -8.4% 34,647 $14.6M
Cornerstone Advisory, LLC 2.07% Add +1.6% 34,555 $14.5M
Jupiter Wealth Management LLC 7.69% Reduce -1.4% 35,401 $14.5M
Guardian Wealth Advisors, LLC / NC 1.78% Reduce -0.8% 34,523 $14.5M
Everhart Financial Group, Inc. 4.22% Add +13.6% 34,480 $14.5M
First Personal Financial Services 3.36% Reduce -3.4% 34,461 $14.5M
Shepherd Financial Partners LLC 1.89% Add +0.3% 34,397 $14.5M
CoreCap Advisors, LLC 0.77% Add +12.1% 34,344 $14.4M
Gifford Fong Associates 3.98% Reduce -35.2% 34,302 $14.4M
Advanced Asset Management Advisors Inc 3.56% Reduce -0.3% 34,243 $14.4M
Navellier & Associates Inc. 1.77% Add +0.8% 34,211 $14.4M
Bedel Financial Consulting, Inc. 2.26% Add +0.2% 34,189 $14.4M
UNIVEST FINANCIAL Corp 4.05% Add +1.5% 34,166 $14.4M
Avidian Wealth Enterprises, LLC 0.77% Add +9.5% 34,118 $14.4M
Buckhead Capital Management LLC 4.86% Add +0.5% 34,108 $14.3M
Raab & Moskowitz Asset Management LLC 4.01% Add +2.1% 34,079 $14.3M
Zullo Investment Group, Inc. 6.72% Add +0.5% 34,060 $14.3M
Strategic Planning Group, LLC 3.57% Add +32.0% 33,911 $14.3M
Occidental Asset Management, LLC 2.66% Add +17.1% 33,890 $14.3M
RWQ Financial Management Services, Inc. 6.19% Add +6.3% 33,858 $14.2M
Glassy Mountain Advisors, Inc. 5.35% Reduce -3.2% 33,777 $14.2M
Columbia Bank 5.83% — 33,753 $14.2M
Resonant Capital Advisors, LLC 1.21% Add +16.4% 33,750 $14.2M
TCI Wealth Advisors, Inc. 1.40% Reduce -1.0% 33,743 $14.2M
Aries Wealth Management 4.57% Reduce -4.6% 33,735 $14.2M
Tradition Wealth Management, LLC 1.43% Add +1.9% 33,677 $14.2M
Plancorp, LLC 0.61% Add +4.4% 33,665 $14.2M
Strait & Sound Wealth Management LLC 7.91% Add +4.1% 33,079 $14.2M
Warther Private Wealth, LLC 6.32% Add +2.1% 33,638 $14.2M
Avalon Capital Management 5.78% Add +12.1% 33,547 $14.1M
Northside Capital Management, LLC 2.52% Reduce -0.6% 33,538 $14.1M
Hirtle & Co., LLC 0.70% Add +0.4% 33,457 $14.1M
Highlander Capital Management, LLC 5.57% Reduce -0.2% 33,443 $14.1M
Legacy Financial Advisors, Inc. 2.51% Add +5.5% 33,316 $14.0M
Somerset Trust Co 5.72% Reduce -10.4% 33,309 $14.0M
Eagle Rock Investment Company, LLC 2.60% Reduce -4.3% 33,276 $14.0M
LMG Wealth Partners, LLC 3.53% Add +3.6% 33,272 $14.0M
Great Diamond Partners, LLC 3.20% Reduce -5.3% 33,169 $14.0M
Dudley Capital Management, LLC 8.14% Reduce -1.7% 32,844 $13.9M
Journey Strategic Wealth LLC 0.62% Add +16.5% 33,136 $13.9M
AlphaStar Capital Management, LLC 1.43% Add +39.0% 33,135 $13.9M
Olde Wealth Management, LLC 6.59% Reduce -0.3% 33,897 $13.9M
Affinity Wealth Management LLC 2.57% Reduce -0.9% 33,035 $13.9M
Financial Perspectives, Inc 5.26% Reduce -0.2% 33,014 $13.9M
Firetrail Investments PTY Ltd. 11.43% Add +14.1% 33,009 $13.9M
Ravenstone Capital Management Inc. 9.24% Reduce -0.3% 32,994 $13.9M
Builder Investment Group Inc. 4.03% Reduce -3.0% 32,939 $13.9M
Harbour Trust & Investment Management Co 1.74% Add +2.6% 32,933 $13.9M
BNC Wealth Management, LLC 5.92% Add +1.5% 32,888 $13.8M
First National Bank of Mount Dora, Trust Investment Services 3.36% Reduce -3.4% 32,804 $13.8M
Coalescence Partners Investment Management, LP 11.25% Add +23.9% 32,796 $13.8M
C Partners Holding GmbH 4.02% No change 32,753 $13.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.31% Add +21.5% 32,640 $13.7M
Connable Office Inc. 1.55% Reduce -3.1% 32,589 $13.7M
Artemis Wealth Advisors, LLC 2.31% Add +0.0% 32,572 $13.7M
Uncommon Cents Investing LLC 4.19% Reduce -1.3% 32,542 $13.7M
Bell Bank 1.18% Add +17.1% 32,513 $13.7M
Bordeaux Wealth Advisors LLC 4.55% Add +31.6% 32,511 $13.7M
General Pension Society PZU Joint Stock Co 3.83% No change 32,500 $13.7M
Accent Capital Management, LLC 11.79% Add +4.6% 32,448 $13.7M
Greystone Financial Group, LLC 2.72% Reduce -10.9% 32,392 $13.6M
Summa Corp. 7.44% Add +1.9% 32,390 $13.6M
Westmount Partners, LLC 4.90% Reduce -3.8% 32,350 $13.6M
Argyle Capital Management, LLC 5.26% Reduce -3.8% 32,337 $13.6M
Nicolet Bankshares Inc. 2.82% Add +0.2% 32,333 $13.6M
Old Port Advisors 4.16% Reduce -1.6% 32,302 $13.6M
Ratan Capital Management LP 7.36% Add +22.8% 32,265 $13.6M
IPG Investment Advisors LLC 2.96% Reduce -13.9% 32,252 $13.6M
McIntyre Freedman & Flynn Investment Advisers Inc. 9.84% Reduce -4.2% 32,218 $13.6M
Concentric Wealth Management, LLC 3.61% Add +2.3% 32,202 $13.5M
Spreng Capital Management, Inc. 7.28% Add +3.3% 32,094 $13.5M
Alpha Family Trust 8.16% No change 32,070 $13.5M
Relyea Zuckerberg Hanson LLC 2.36% Add +4.3% 31,967 $13.4M
Harbour Capital Advisors, LLC 3.33% Reduce -5.5% 31,890 $13.4M
Fortis Capital Advisors, LLC 5.64% Add +13.6% 31,881 $13.4M
Muhlenkamp & Co. Inc. 3.89% Add +3.0% 31,863 $13.4M
Bedell Frazier Investment Counselling, LLC 3.34% Reduce -2.5% 31,804 $13.4M
MCF Advisors LLC 1.04% Reduce -2.7% 31,777 $13.4M
Chapman Investment Management, LLC 9.85% Reduce -1.5% 31,747 $13.4M
Mirador Capital Partners LP 2.55% Add +1.8% 31,753 $13.4M
Hollow Brook Wealth Management LLC 4.94% Add +1.1% 31,719 $13.3M
Hennion & Walsh Asset Management, Inc. 0.71% Reduce -2.3% 31,715 $13.3M
L2 Asset Management, LLC 4.38% Add +6.8% 31,700 $13.3M
Graphene Investments SAS 8.04% No change 31,700 $13.3M
Chronos Wealth Management, LLC 7.80% Reduce -0.6% 31,695 $13.3M
DLK Investment Management, LLC 5.66% Reduce -1.7% 31,671 $13.3M
TFG Advisers LLC 5.21% Reduce -0.7% 31,625 $13.3M
CPC Advisors, LLC 2.27% Reduce -43.4% 31,611 $13.3M
Dover Advisors, LLC 9.09% Add +192.6% 31,542 $13.3M
Telos Capital Management, Inc. 1.50% Reduce -5.1% 31,532 $13.3M
Oxler Private Wealth LLC 5.20% Add +95.3% 31,532 $13.3M
Tikehau Investment Management 10.75% Reduce -3.2% 31,510 $13.3M
Catalyst Financial Partners LLC 3.41% Add +6.9% 32,188 $13.3M
Chiron Investment Management, LLC 5.74% Add +4.7% 31,489 $13.2M
Carolinas Wealth Consulting LLC 2.61% Reduce -70.6% 31,485 $13.2M
Orca Investment Management, LLC 12.40% Reduce -4.4% 31,473 $13.2M
Front Row Advisors LLC 4.89% Add +3.3% 31,366 $13.2M
Aerodigm Wealth, LLC 5.33% Reduce -51.8% 31,332 $13.2M
Apollon Financial, LLC 4.55% Add +4.4% 31,310 $13.2M
NORTHSTAR ASSET MANAGEMENT Co 3.25% Reduce -0.2% 31,310 $13.2M
Gardner Lewis Asset Management L P 3.96% Reduce -1.9% 31,308 $13.2M
XXEC, Inc. 9.91% Reduce -0.6% 31,284 $13.2M
Chatham Capital Group, Inc. 2.41% Add +1.7% 31,274 $13.2M
Birch Capital Management, LLC 6.83% Add +2.3% 31,266 $13.2M
Evanson Asset Management, LLC 0.98% Add +1.4% 31,254 $13.1M
Concord Asset Management, LLC 3.46% Add +15.9% 31,246 $13.1M
Personal Cfo Solutions, LLC 2.05% Add +2.4% 31,223 $13.1M
Carmichael Hill & Associates, Inc. 5.40% Reduce -0.8% 31,171 $13.1M
Redwood Investment Management, LLC 1.25% Add +66.6% 31,074 $13.1M
Carderock Capital Management Inc. 3.65% Reduce -9.8% 30,963 $13.0M
Delta Investment Management, LLC 2.96% Add +0.6% 30,942 $13.0M
Regent Peak Wealth Advisors LLC 3.30% Reduce -1.5% 30,900 $13.0M
Center for Financial Planning, Inc. 1.94% Add +0.9% 30,847 $13.0M
Monument Capital Management 3.74% Reduce -1.3% 30,844 $13.0M
Tyche Wealth Partners LLC 3.17% Reduce -21.3% 30,824 $13.0M
Chesapeake Wealth Management 4.73% Reduce -4.5% 30,822 $13.0M
Prudent Investors Network, Inc. 4.88% — 30,773 $12.9M
Sentry LLC 2.44% Reduce -0.4% 30,749 $12.9M
Shorepoint Capital Partners LLC 3.16% Reduce -7.5% 30,741 $12.9M
Delta Financial Advisors LLC 5.12% Add +1.0% 30,731 $12.9M
Aveo Capital Partners, LLC 1.41% Add +84.2% 31,751 $12.9M
Nadler Financial Group, Inc. 1.59% Reduce -0.5% 30,660 $12.9M
Brevan Howard Capital Management LP 1.22% Add +677.4% 30,652 $12.9M
Cardiff Park Advisors, LLC 1.23% Add +5.1% 30,646 $12.9M
Financial Partners Group, LLC 4.99% Reduce -0.3% 30,643 $12.9M
Citizens & Northern Corp. 4.35% Reduce -5.5% 30,609 $12.9M
Roman Butler Fullerton & Co. 4.84% Add +0.4% 32,115 $12.9M
Wambolt & Associates, LLC 3.86% Add +5.0% 30,324 $12.9M
MIdWestOne Financial Group, Inc. 2.31% Reduce -0.7% 30,601 $12.9M
Beck Capital Management, LLC 3.70% Add +3.9% 30,562 $12.9M
Tiemann Investment Advisors, LLC 5.75% Reduce -1.1% 30,545 $12.9M
Bray Capital Advisors 3.26% Reduce -2.9% 30,510 $12.8M
Dumont & Blake Investment Advisors LLC 3.69% Reduce -4.5% 30,478 $12.8M
Kemnay Advisory Services Inc. 2.46% Add +9.4% 30,477 $12.8M
Marks Group Wealth Management, Inc 1.34% Add +1.2% 30,475 $12.8M
WealthTrust Axiom LLC 4.13% Reduce -1.7% 30,461 $12.8M
Arlington Trust Co LLC 3.29% Reduce -3.1% 30,438 $12.8M
AIMZ Investment Advisors, LLC 4.76% Reduce -4.7% 30,356 $12.8M
Newman Dignan & Sheerar, Inc. 3.41% Reduce -2.5% 30,275 $12.7M
Aperture Investors, LLC 1.63% Add +0.1% 30,275 $12.7M
Catalyst Capital Advisors LLC 0.31% Add +1.9% 30,220 $12.7M
Sonata Capital Group Inc. 5.78% Reduce -0.0% 30,206 $12.7M
Pine Haven Investment Counsel, Inc 11.16% Reduce -0.2% 30,153 $12.7M
Drexel Morgan & Co. 2.61% Add +0.4% 30,129 $12.7M
Eukles Asset Management 5.51% Add +2.0% 30,110 $12.7M
Empire Financial Management Company, LLC 4.18% Add +0.3% 30,057 $12.6M
Cambridge Advisors Inc. 2.98% Reduce -0.5% 30,056 $12.6M
Founders Financial Alliance, LLC 3.80% Reduce -3.5% 30,049 $12.6M
Fortitude Advisory Group L.L.C. 7.14% Add +7.3% 30,028 $12.6M
Long Walk Management LP 6.30% Add +3.5% 30,000 $12.6M
Kentucky Farm Bureau Mutual Insurance Co 2.98% No change 30,000 $12.6M
Sentinel Trust Co. Lba 1.63% Add +2.5% 29,948 $12.6M
Buttonwood Financial Advisors Inc. 5.91% Reduce -4.3% 29,894 $12.6M
Mission Creek Capital Partners, Inc. 3.27% Add +22.1% 29,889 $12.6M
Windward Capital Management Co. 1.05% Reduce -1.8% 29,886 $12.6M
Prosperity Consulting Group, LLC 1.58% Add +15.4% 29,885 $12.6M
Carroll Investors, Inc 9.45% Reduce -1.0% 29,820 $12.5M
Asio Capital, LLC 2.66% Add +0.6% 29,812 $12.5M
Roberts Capital Advisors, LLC 12.02% — 29,777 $12.5M
Boit C F David 6.84% Reduce -3.1% 31,704 $12.5M
White Pine Investment CO 3.70% Reduce -2.4% 29,757 $12.5M
Transatlantique Private Wealth LLC 5.44% Reduce -2.1% 29,698 $12.5M
Destiny Wealth Partners, LLC 2.23% Reduce -0.3% 29,627 $12.5M
Patriot Financial Group Insurance Agency, LLC 1.98% Add +1.1% 29,578 $12.4M
Biltmore Family Office, LLC 2.45% Reduce -1.4% 29,557 $12.4M
Chase Investment Counsel Corp. 4.63% Add +0.2% 29,556 $12.4M
Unionview, LLC 10.28% Reduce -2.1% 29,540 $12.4M
Cherry Creek Investment Advisors, Inc. 6.73% Reduce -2.8% 29,532 $12.4M
Waterloo Capital, L.P. 1.59% Add +14.2% 29,501 $12.4M
Versant Capital Management, Inc 3.54% Reduce -3.1% 29,495 $12.4M
Genus Capital Management Inc. 1.61% — 29,492 $12.4M
Meridian Investment Counsel Inc. 4.13% Reduce -4.1% 29,489 $12.4M
Virtue Capital Management, LLC 2.23% Add +28.9% 29,364 $12.4M
Harrington Investments, INC 7.09% Reduce -0.4% 29,444 $12.4M
Mystic Asset Management, Inc. 5.12% Add +2.6% 29,417 $12.4M
Blodgett Wealth Advisors, LLC 11.21% Add +2.3% 29,399 $12.4M
Signet Financial Management, LLC 1.70% Add +4.0% 29,387 $12.4M
Clear Street Derivatives LLC 0.31% — 29,324 $12.3M
Castle Rock Wealth Management, LLC 3.37% Add +0.3% 31,221 $12.3M
Ellevest, Inc. 0.76% Add +1.8% 29,264 $12.3M
Trust Co. of Oklahoma 4.37% Reduce -8.0% 29,251 $12.3M
Fort Point Capital Partners LLC 1.67% Reduce -0.7% 29,236 $12.3M
Glass Wealth Management Co LLC 7.50% — 29,209 $12.3M
LVW Advisors, LLC 2.08% Add +0.4% 29,192 $12.3M
Capstone Investment Advisors, LLC 0.42% Add +903.5% 29,152 $12.3M
Magnus Financial Group LLC 1.47% Add +2.0% 29,127 $12.3M
Beck Bode, LLC 2.50% Add +4609.4% 29,104 $12.2M
National Philanthropic Trust 0.27% Reduce -10.1% 29,078 $12.2M
Founders Financial Securities LLC 1.28% Reduce -13.4% 29,055 $12.2M
Atlas Wealth LLC 9.94% Reduce -0.4% 29,015 $12.2M
Unio Capital LLC 5.37% Add +0.6% 28,977 $12.2M
M&R Capital Management Inc. 2.98% Reduce -5.1% 28,965 $12.2M
Legacy Edge Advisors, LLC 2.54% Reduce -0.8% 28,923 $12.2M
Mandatum Life Insurance Co Ltd 4.06% Reduce -14.8% 28,888 $12.2M
Fairfield, Bush & Co. 7.20% Reduce -2.8% 28,872 $12.1M
Evexia Wealth LLC 5.00% Reduce -7.2% 28,761 $12.1M
Perennial Investment Advisors, LLC 1.85% Reduce -0.0% 28,833 $12.1M
Eastover Investment Advisors LLC 5.93% Reduce -4.8% 28,823 $12.1M
First Washington CORP 4.63% Reduce -6.5% 28,757 $12.1M
Vista Capital Partners, Inc. 1.51% Reduce -8.9% 28,711 $12.1M
Triangle Securities Wealth Management 3.44% Reduce -0.4% 28,696 $12.1M
Advocate Group LLC 2.40% Reduce -6.3% 28,689 $12.1M
Red Cedar Investment Management, LLC 1.50% No change 28,645 $12.1M
Roanoke Asset Management Corp./ NY 4.01% Reduce -4.6% 28,636 $12.0M
Key Financial Inc 3.07% Reduce -2.0% 28,584 $12.0M
Barometer Capital Management Inc. 3.12% Reduce -20.8% 30,875 $12.0M
Independence Bank of Kentucky 3.59% Add +24.9% 28,534 $12.0M
Bank Ozk 5.37% Reduce -1.5% 28,514 $12.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.42% Add +205.9% 28,506 $12.0M
Jackson Hill Advisors, LLC 6.52% Reduce -8.1% 28,500 $12.0M
MV Capital Management, Inc. 1.37% Add +4.5% 28,475 $12.0M
Pegasus Partners Ltd. 1.27% Reduce -5.7% 28,458 $12.0M
Seneca House Advisors 5.20% Reduce -6.7% 28,401 $11.9M
Pursue Wealth Partners LLC 7.03% Add +1.5% 28,384 $11.9M
Excalibur Management Corp. 5.05% Reduce -3.0% 28,306 $11.9M
Lorne Steinberg Wealth Management Inc. 3.72% Reduce -0.1% 28,299 $11.9M
Prestige Wealth Management Group LLC 2.57% Reduce -6.2% 28,291 $11.9M
Brick & Kyle, Associates 5.29% Reduce -0.8% 28,269 $11.9M
Diamant Asset Management, Inc. 8.25% Reduce -0.3% 28,250 $11.9M
Retirement Solution LLC 3.22% Add +59.6% 28,237 $11.9M
Gries Financial LLC 1.99% Add +16.8% 28,226 $11.9M
Councilmark Asset Management, LLC 8.53% — 28,148 $11.8M
CenterBook Partners LP 0.82% Add +27.1% 28,143 $11.8M
Bridge Creek Capital Management LLC 3.79% Reduce -3.6% 28,136 $11.8M
Citizens Business Bank 2.47% Reduce -1.7% 28,123 $11.8M
Menlo Advisors LLC 6.77% Reduce -0.9% 28,122 $11.8M
Bremer Bank National Association 2.19% Reduce -13.7% 28,108 $11.8M
Consolidated Investment Group LLC 1.91% No change 28,089 $11.8M
MGB Wealth Management, LLC 4.80% Reduce -0.9% 28,076 $11.8M
Maytus Capital Management, LLC 4.99% New 28,000 $11.8M
SPX Gestao de Recursos Ltda 1.03% New 28,000 $11.8M
Summit Financial Group, Inc. 4.18% Reduce -3.0% 27,951 $11.8M
Summerhill Capital Management lnc. 7.47% — 27,915 $11.7M
Benson Investment Management Company, Inc. 4.99% Reduce -9.9% 27,902 $11.7M
Members Trust Co 0.35% Add +14.8% 27,897 $11.7M
Finer Wealth Management, Inc. 7.70% Add +1.4% 27,866 $11.7M
Oak Grove Capital LLC 3.29% Add +33.3% 27,843 $11.7M
White Pine Capital LLC 4.45% Reduce -0.3% 30,072 $11.7M
Kensington Investment Counsel, LLC 5.35% Add +3.7% 27,821 $11.7M
Notis-McConarty Edward 4.62% Reduce -6.8% 27,814 $11.7M
My Personal CFO, LLC 6.74% Add +0.9% 27,805 $11.7M
Loudon Investment Management, LLC 6.71% Reduce -3.8% 27,772 $11.7M
Greenfield Savings Bank 6.14% Reduce -0.1% 27,771 $11.7M
Eudaimonia Partners, LLC 2.78% Reduce -3.3% 27,771 $11.7M
Town & Country Bank & Trust CO dba First Bankers Trust CO 4.98% Reduce -1.2% 27,740 $11.7M
SOL Capital Management CO 1.47% Reduce -0.2% 27,736 $11.7M
VeraBank, N.A. 3.64% Reduce -1.8% 27,732 $11.7M
Keystone Financial Planning, Inc. 3.78% Reduce -4.5% 27,718 $11.7M
Brandywine Oak Private Wealth LLC 1.22% Reduce -0.2% 27,705 $11.7M
Wimmer Associates 1, LLC 6.12% Reduce -0.2% 27,646 $11.6M
Penbrook Management LLC 7.20% Reduce -1.7% 27,613 $11.6M
General Partner, Inc. 7.28% Add +11.2% 27,558 $11.6M
Sphera Funds Management LTD. 1.88% Add +15.5% 27,548 $11.6M
Souders Financial Advisors 1.83% Reduce -4.0% 27,502 $11.6M
Financial Security Advisor, Inc. 4.04% Add +0.7% 27,447 $11.5M
Lederer & Associates Investment Counsel 8.02% Reduce -1.6% 27,433 $11.5M
Wrapmanager Inc. 3.21% Add +16.9% 27,432 $11.5M
Franklin, Parlapiano, Turner & Welch, LLC 3.17% Reduce -3.8% 27,429 $11.5M
Immersion Capital LLP 4.57% No change 27,430 $11.5M
L.M. Kohn & Company 3.24% Add +16.3% 27,430 $11.5M
Once Capital Management, LLC 6.74% No change 27,400 $11.5M
Breakwater Investment Management 5.28% — 27,295 $11.5M
Calydon Capital 2.17% Add +1.1% 27,632 $11.5M
JB Capital LLC 0.76% Add +0.2% 27,232 $11.5M
KPP Advisory Services LLC 3.14% Add +3.1% 27,176 $11.4M
Westend Capital Management, LLC 4.43% — 27,161 $11.4M
Mill Creek Capital Advisors, LLC 0.31% Reduce -3.6% 27,117 $11.4M
Peak Planning Group, LLC 7.14% Add +2.9% 27,096 $11.4M
Gunderson Capital Management LLC 5.29% Add +8.8% 27,087 $11.4M
Ballast Advisors LLC 3.84% Reduce -0.5% 27,064 $11.4M
Sandhill Capital Partners LLC 0.91% Reduce -2.8% 27,048 $11.4M
Founders Capital Management 7.69% Reduce -0.9% 27,026 $11.4M
Lantz Financial LLC 3.66% Add +0.1% 27,022 $11.4M
Eos Management, L.P. 4.72% No change 26,979 $11.4M
HERALD INVESTMENT MANAGEMENT Ltd 1.84% Add +6.1% 27,000 $11.3M
JNBA Financial Advisors 1.19% Reduce -2.0% 26,971 $11.3M
Chickasaw Capital Management LLC 0.54% Reduce -0.7% 26,964 $11.3M
Klingman & Associates, LLC 0.81% Add +1.0% 26,910 $11.3M
Gibraltar Capital Management, Inc. 5.23% Reduce -9.7% 26,715 $11.2M
Hurlow Wealth Management Group, Inc. 3.96% Add +0.0% 26,648 $11.2M
Westwood Wealth Management 5.50% Add +10.0% 26,639 $11.2M
JT Stratford LLC 2.23% Add +2.4% 26,538 $11.2M
Turtle Creek Wealth Advisors, LLC 2.74% Add +5.5% 26,530 $11.2M
Peregrine Asset Advisers, Inc. 4.44% Add +2.5% 26,834 $11.1M
Optas, LLC 3.03% Add +1.3% 26,408 $11.1M
Alliance Wealth Advisors, LLC 3.31% Add +5.0% 26,406 $11.1M
Bridgewater Advisors Inc. 1.66% Add +2.2% 26,374 $11.1M
Quadcap Wealth Management, LLC 2.52% Reduce -5.7% 26,366 $11.1M
Hamel Associates, Inc. 3.56% Reduce -6.0% 26,348 $11.1M
Lester Murray Antman dba SimplyRich 3.58% Reduce -0.4% 26,299 $11.1M
Stelac Advisory Services LLC 5.19% Reduce -0.1% 26,260 $11.0M
Clear Creek Financial Management, LLC 1.41% Reduce -5.0% 26,249 $11.0M
Enterprise Financial Services Corp 6.64% Reduce -4.5% 26,233 $11.0M
Barton Investment Management 1.34% Reduce -1.6% 26,195 $11.0M
Gold Investment Management Ltd. 4.44% Reduce -7.4% 26,141 $11.0M
Cove Private Wealth, LLC 9.66% No change 26,136 $11.0M
NovaPoint Capital, LLC 3.85% Add +0.8% 26,126 $11.0M
Pacifica Partners Inc. 4.87% Reduce -4.6% 26,000 $11.0M
Asahi Life Asset Management Co., LTD. 6.57% Reduce -19.6% 26,043 $11.0M
Smith, Moore & Co. 1.17% Reduce -0.7% 26,028 $11.0M
TBH Global Asset Management, LLC 2.19% Add +40.1% 26,016 $10.9M
Tandem Capital Management Corp. 6.19% Reduce -0.0% 25,917 $10.9M
Sandler Capital Management 1.33% Reduce -27.3% 25,891 $10.9M
Texas Capital Bank Wealth Management Services Inc 1.20% Reduce -17.2% 25,861 $10.9M
Oarsman Capital, Inc. 2.60% Reduce -18.5% 25,826 $10.9M
Brown, Lisle/Cummings, Inc. 3.69% Add +2.7% 25,820 $10.9M
Childress Capital Advisors, LLC 3.15% Reduce -6.1% 25,763 $10.8M
Hillman Capital Management, Inc. 3.48% Reduce -0.4% 25,758 $10.8M
Catalina Capital Group, LLC 4.63% Add +102.4% 25,756 $10.8M
LCNB Corp. 3.91% Reduce -2.8% 25,718 $10.8M
Sawyer & Company, Inc 4.32% Reduce -0.0% 25,712 $10.8M
Kingfisher Capital LLC 2.62% Reduce -1.5% 25,706 $10.8M
Radnor Capital Management, LLC 1.84% Reduce -6.7% 25,707 $10.8M
Wisconsin Capital Management LLC 5.67% Reduce -0.7% 25,683 $10.8M
OV Management LLC 7.82% Reduce -1.6% 25,638 $10.8M
Ausdal Financial Partners, Inc. 1.25% Add +0.8% 25,594 $10.8M
Plante Moran Financial Advisors, LLC 1.16% Reduce -3.9% 25,590 $10.8M
Cim Investment Management Inc. 3.21% Add +26.5% 25,582 $10.8M
Essex Investment Management Co. LLC 2.12% Reduce -11.1% 25,569 $10.8M
Callan Capital, LLC 0.95% Add +30.9% 25,562 $10.8M
First City Capital Management, Inc. 5.95% Reduce -1.0% 25,526 $10.7M
Stablepoint Partners, LLC 2.18% Add +21.9% 25,520 $10.7M
Harbor Advisors LLC 1.97% No change 25,500 $10.7M
Liberty Capital Management, Inc. 2.64% Reduce -2.2% 25,476 $10.7M
David J Yvars Group 7.21% Add +3.1% 25,431 $10.7M
McDonough Capital Management, Inc 8.44% Add +1.4% 25,425 $10.7M
Nordwand Advisors, LLC 4.15% Reduce -26.8% 25,373 $10.7M
Settian Capital LP 7.91% No change 25,350 $10.7M
Prelude Capital Management, LLC 0.73% Reduce -10.9% 25,335 $10.7M
CNB Bank 5.20% Add +1.0% 25,320 $10.7M
Peoples Financial Services Corp. 4.61% Reduce -7.5% 25,260 $10.6M
Goodman Advisory Group, LLC 3.37% Add +1.5% 25,238 $10.6M
Patton Albertson Miller Group, LLC 1.59% Add +1.7% 25,231 $10.6M
FWL Investment Management, LLC 5.84% Reduce -3.3% 25,182 $10.6M
Larson Financial Group LLC 0.82% Add +5.6% 25,139 $10.6M
SPC Financial, Inc. 0.99% Reduce -5.3% 25,137 $10.6M
Mount Vernon Associates Inc. 8.99% Add +16.3% 25,085 $10.6M
Dynasty Wealth Management, LLC 0.34% — 25,078 $10.6M
FinTrust Capital Advisors, LLC 2.04% Reduce -33.4% 25,066 $10.5M
Pinnacle West Asset Management, Inc. 8.36% Reduce -1.0% 25,050 $10.5M
Crocodile Capital Partners GmbH 14.50% No change 25,000 $10.5M
Pennant Select, LLC 7.91% No change 25,000 $10.5M
Sheets Smith Wealth Management 1.18% Reduce -52.4% 24,989 $10.5M
Main Street Group, LTD 5.13% Reduce -2.5% 24,764 $10.5M
Investment Research & Advisory Group, Inc. 4.84% Reduce -4.6% 24,981 $10.5M
Hudson Value Partners, LLC 4.46% Add +0.7% 24,963 $10.5M
Apexium Financial, LP 0.79% Reduce -67.5% 24,915 $10.5M
Northstar Advisory Group, LLC 6.34% Add +58.1% 25,394 $10.5M
Private Ocean, LLC 1.11% Reduce -0.7% 24,876 $10.5M
Parisi Gray Wealth Management 3.91% Add +0.7% 24,794 $10.4M
Commonwealth Retirement Investments LLC 4.98% Reduce -1.0% 24,784 $10.4M
Thrive Wealth Management, LLC 2.15% Add +1.6% 24,779 $10.4M
RB Capital Management, LLC 2.93% Add +5.3% 24,763 $10.4M
Advisors Management Group Inc. 2.58% Add +1.0% 24,723 $10.4M
FCG Investment Co 8.32% Add +4.6% 24,719 $10.4M
Crescent Park Management, L.P. 4.48% Reduce -30.6% 24,716 $10.4M
True North Advisors, LLC 2.87% Reduce -4.0% 24,700 $10.4M
Kapitalo Investimentos Ltda 2.28% Add +301.6% 24,643 $10.4M
Chelsea Counsel Co. 5.87% Reduce -2.9% 24,607 $10.4M
Westside Investment Management, Inc. 2.48% Reduce -2.8% 24,535 $10.3M
Ceeto Capital Group, LLC 4.23% Add +0.4% 24,555 $10.3M
Kercheville Advisors, LLC 4.88% Add +13.5% 24,544 $10.3M
Marathon Capital Management 2.48% Reduce -3.3% 24,519 $10.3M
S.E.E.D. Planning Group LLC 3.77% Reduce -6.1% 24,518 $10.3M
Adirondack Trust Co. 4.31% Reduce -0.5% 24,501 $10.3M
Ami Investment Management Inc. 3.74% Reduce -0.9% 24,491 $10.3M
Moseley Investment Management Inc. 5.11% Reduce -0.6% 24,479 $10.3M
Elgethun Capital Management 2.60% Add +1.2% 24,261 $10.3M
Mendel Money Management 4.76% Reduce -8.9% 24,463 $10.3M
Ascension Asset Management LLC 5.55% — 24,460 $10.3M
MBB Public Markets I LLC 0.66% Add +20.9% 24,440 $10.3M
Valley Brook Capital Group, Inc. 8.20% Reduce -1.3% 24,379 $10.3M
BKM Wealth Management, LLC 4.41% Reduce -0.2% 24,358 $10.2M
Handelsinvest Investeringsforvaltning 4.93% Reduce -21.2% 24,357 $10.2M
North Growth Management Ltd. 1.96% Reduce -4.0% 24,000 $10.2M
Pekin Hardy Strauss, Inc. 1.40% Reduce -4.1% 24,325 $10.2M
Strong Tower Advisory Services 4.11% Add +0.1% 24,089 $10.2M
Governors Lane LP 1.66% Add +86.9% 24,300 $10.2M
Ar Asset Management Inc. 2.52% No change 24,279 $10.2M
Summit Financial Strategies, Inc. 1.42% Add +1.4% 24,257 $10.2M
Essex Bank 2.96% No change 27,081 $10.2M
Milestone Asset Management, LLC 2.91% Add +484.1% 24,178 $10.2M
CGN Advisors LLC 1.29% Add +1.9% 24,168 $10.2M
Washington Trust Advisors, Inc. 0.93% Reduce -1.1% 24,147 $10.2M
Cary Street Partners Asset Management LLC 1.57% Reduce -3.0% 24,108 $10.1M
Parkside Investments, LLC 1.61% Add +186.2% 24,104 $10.1M
Seaview Investment Managers LLC 3.05% Add +2.0% 24,085 $10.1M
F/m Investments LLC 6.88% Add +0.2% 24,034 $10.1M
Main Street Financial Solutions, LLC 1.08% Add +5.8% 24,079 $10.1M
Godshalk Welsh Capital Management, Inc. 6.79% Reduce -1.4% 24,032 $10.1M
DORCHESTER WEALTH MANAGEMENT Co 1.82% Reduce -3.8% 23,980 $10.1M
Trust Co of Kansas 5.50% Reduce -0.4% 23,969 $10.1M
Independent Solutions Wealth Management, LLC 2.39% Reduce -2.1% 23,943 $10.1M
Chesapeake Asset Management LLC 9.98% Reduce -4.9% 23,926 $10.1M
Drive Wealth Management, LLC 2.82% Reduce -1.5% 23,917 $10.1M
Atlas Brown,Inc. 3.66% Add +5.2% 23,879 $10.0M
Schneider Downs Wealth Management Advisors, LP 2.31% Add +24.1% 23,857 $10.0M
Vise Technologies, Inc. 1.98% Reduce -0.4% 23,850 $10.0M
Eagle Capital Management, LLC 4.52% Reduce -0.9% 23,850 $10.0M
Corsair Capital Management, L.P. 2.81% Reduce -0.6% 23,828 $10.0M
Geneva Partners, LLC 4.42% Add +14.4% 23,824 $10.0M
WealthShield Partners, LLC 1.62% Reduce -6.4% 23,815 $10.0M
Key Client Fiduciary Advisors, LLC 5.30% Reduce -0.6% 23,757 $10.0M
Mezzasalma Advisors, LLC 4.73% Add +1.1% 23,756 $10.0M
CORDA Investment Management, LLC. 0.80% Add +9.1% 23,750 $10.0M
AlphaCore Capital LLC 2.66% Add +7.6% 23,741 $10.0M
Bey-Douglas LLC 9.54% Reduce -1.7% 23,703 $10.0M
Ignite Planners, LLC 2.79% Reduce -4.8% 23,486 $10.0M
Aldebaran Capital, LLC 9.52% Reduce -3.0% 23,692 $10.0M
Harmony Asset Management LLC 4.11% Reduce -5.5% 23,683 $10.0M
Gilliland Jeter Wealth Management LLC 3.47% Reduce -1.7% 23,665 $10.0M
OMC Financial Services LTD 5.05% — 23,636 $9.9M
Platte River Wealth Advisors, LLC 2.83% Reduce -1.1% 23,621 $9.9M
Modern Wealth Management, LLC 0.92% Add +195.5% 23,598 $9.9M
Revolve Wealth Partners, LLC 1.70% Add +4.6% 23,588 $9.9M
Poehling Capital Management, INC. 2.66% Reduce -0.5% 23,572 $9.9M
Resurgent Financial Advisors LLC 5.33% Add +2.9% 23,564 $9.9M
Riverview Capital Advisers, LLC 3.41% Reduce -0.7% 23,545 $9.9M
Torque Asset Management LLC 5.15% No change 23,474 $9.9M
Encompass Wealth Advisors, LLC 2.63% Add +0.1% 23,424 $9.9M
Leisure Capital Management 4.94% Add +0.8% 23,393 $9.8M
Centerpoint Advisors, LLC 3.68% Reduce -0.9% 23,375 $9.8M
Delaney Dennis R 5.36% Reduce -1.6% 23,373 $9.8M
Trail Ridge Investment Advisors, LLC 5.56% Add +0.2% 23,357 $9.8M
Blue Edge Capital, LLC 1.64% Add +2.5% 23,392 $9.8M
AMJ Financial Wealth Management 3.27% Add +0.0% 23,294 $9.8M
Louisbourg Investments Inc. 2.72% Reduce -5.0% 27,504 $9.8M
Beacon Investment Advisors LLC 5.58% Add +1.2% 23,246 $9.8M
Annandale Capital, LLC 2.21% Add +0.0% 23,242 $9.8M
Piscataqua Savings Bank 8.62% Reduce -1.9% 23,234 $9.8M
Armstrong Advisory Group, Inc. 0.95% No change 25,980 $9.8M
DGS Capital Management, LLC 2.77% Add +16.1% 23,217 $9.8M
Transcendent Capital Group LLC 5.67% Add +0.6% 23,206 $9.8M
Ayrshire Capital Management LLC 5.26% Reduce -3.3% 23,122 $9.7M
Koss-Olinger Consulting, LLC 5.26% Add +493.0% 23,122 $9.7M
Canopy Partners, LLC 4.75% Add +10.9% 23,113 $9.7M
Wealth Management Partners, LLC 4.94% Add +1.8% 23,101 $9.7M
Chaney Capital Management, Inc. 7.80% Reduce -5.8% 23,062 $9.7M
Winthrop Advisory Group LLC 1.40% Reduce -3.8% 23,038 $9.7M
First Command Advisory Services, Inc. 0.10% Add +1.3% 23,011 $9.7M
Zega Financial, LLC 4.18% Reduce -7.4% 22,962 $9.7M
Stony Point Capital LLC 3.17% No change 22,956 $9.7M
Global Wealth Management Investment Advisory, Inc. 2.37% Add +3.1% 22,955 $9.7M
Slagle Financial, LLC 5.23% Reduce -37.8% 22,933 $9.6M
AXS Investments LLC 2.32% Add +16.5% 22,931 $9.6M
Allstate Corp. 0.68% Reduce -2.8% 22,920 $9.6M
Saranac Partners Ltd 5.90% Reduce -0.9% 22,908 $9.6M
NFSG Corp 4.21% Reduce -2.8% 22,897 $9.6M
CV Advisors LLC 5.79% Add +28.5% 22,886 $9.6M
Freedom Investment Management, Inc. 0.77% Add +3.3% 22,867 $9.6M
Lesa Sroufe & Co 9.20% Reduce -11.6% 22,861 $9.6M
Curbstone Financial Management Corp 2.07% Reduce -3.2% 22,824 $9.6M
Quadrant Private Wealth Management, LLC 2.43% Reduce -0.4% 22,824 $9.6M
Cornerstone Enterprises, LLC 7.06% Add +34.0% 22,602 $9.6M
Agate Pass Investment Management, LLC 5.14% Reduce -0.2% 22,783 $9.6M
My Legacy Advisors, LLC 3.21% Add +3.6% 22,782 $9.6M
Hengehold Capital Management LLC 1.02% Add +0.3% 22,741 $9.6M
RDA Financial Network 3.28% Add +2.1% 22,735 $9.6M
Bradley & Co. Private Wealth Management, LLC 7.73% Reduce -8.4% 22,722 $9.6M
Palo Alto Wealth Advisors, LLC 6.73% Reduce -19.9% 22,687 $9.5M
Forte Capital LLC 1.18% Reduce -2.5% 22,686 $9.5M
D'Orazio & Associates, Inc. 1.54% Add +32.8% 22,660 $9.5M
Weybosset Research & Management LLC 3.42% Reduce -23.6% 545 $9.5M
Hutchens & Kramer Investment Management Group, LLC 5.63% Add +0.3% 22,412 $9.5M
Frisch Financial Group, Inc. 3.16% Reduce -18.4% 22,612 $9.5M
Trust Investment Advisors 6.86% Reduce -4.2% 22,599 $9.5M
Integrated Investment Consultants, LLC 2.61% Add +1.6% 22,531 $9.5M
First PREMIER Bank 2.51% Reduce -0.0% 22,527 $9.5M
Blume Capital Management, Inc. 2.31% Reduce -8.0% 22,525 $9.5M
Okabena Investment Services Inc. 3.15% Add +11.9% 22,452 $9.4M
Pinnacle Bancorp, Inc. 2.79% Reduce -0.5% 22,421 $9.4M
First Commonwealth Financial Corp 2.50% Add +26.4% 22,386 $9.4M
Studio Investment Management LLC 2.23% Reduce -1.9% 22,348 $9.4M
Advisory Alpha, LLC 0.38% Add +8.6% 22,275 $9.4M
Marino, Stram & Associates LLC 2.22% Add +2.2% 22,271 $9.4M
S&T Bank 1.79% Reduce -14.5% 22,246 $9.4M
Crown Wealth Group, LLC 4.82% Add +5.3% 22,227 $9.4M
Intact Investment Management Inc. 0.37% Reduce -6.3% 22,200 $9.3M
CVA Family Office, LLC 1.67% Add +0.2% 22,171 $9.3M
Montchanin Asset Management, LLC 9.28% — 22,136 $9.3M
Compton Wealth Advisory Group, LLC 2.55% Add +4.1% 22,132 $9.3M
Hudson Canyon Capital Management 5.99% No change 22,125 $9.3M
InTrack Investment Management Inc 6.91% Add +5.8% 22,123 $9.3M
Schwerin Boyle Capital Management Inc. 0.93% Reduce -3.1% 22,110 $9.3M
Monograph Wealth Advisors, LLC 1.36% Add +40.6% 22,101 $9.3M
Horizon Investment Services, LLC 4.54% Reduce -3.4% 22,051 $9.3M
Globeflex Capital L P 0.90% No change 22,042 $9.3M
Bank Pictet & Cie (asia) Ltd. 5.12% Add +21.7% 22,134 $9.3M
World Investment Advisors 1.32% Reduce -39.3% 15,022 $9.3M
IMS Capital Management 4.30% Reduce -1.3% 21,981 $9.2M
Wealth Management Associates, Inc. 4.33% Reduce -1.5% 20,655 $9.2M
Solstein Capital, LLC 6.40% Reduce -2.2% 21,941 $9.2M
Foster Group, Inc. 0.46% Add +0.6% 21,864 $9.2M
Guinness Atkinson Asset Management Inc 4.32% No change 21,856 $9.2M
Highline Wealth Partners LLC 3.75% Add +3.9% 21,851 $9.2M
Colonial River Investments, LLC 5.19% Add +22.0% 21,835 $9.2M
Signet Investment Advisory Group, Inc. 5.02% Reduce -0.5% 21,830 $9.2M
Alkeme Wealth, LLC 4.23% Reduce -5.8% 21,941 $9.2M
Orleans Capital Management Corp. 6.01% Reduce -14.2% 21,744 $9.1M
Sierra Summit Advisors LLC 2.49% Reduce -35.7% 21,717 $9.1M
Prospector Partners LLC 1.07% Add +2.4% 21,711 $9.1M
Halbert Hargrove Global Advisors, LLC 0.61% Reduce -3.8% 21,700 $9.1M
Alexander Labrunerie & Co., Inc. 5.17% — 21,675 $9.1M
Voya Financial Advisors, Inc. 1.04% Reduce -2.1% 21,630 $9.1M
Providence Wealth Advisors, LLC 7.78% Add +0.3% 21,600 $9.1M
Byrne Asset Management LLC 7.39% Reduce -0.0% 21,652 $9.1M
First County Bank 4.45% Reduce -8.6% 21,635 $9.1M
WealthPlan Investment Management, LLC 1.39% Add +0.4% 21,622 $9.1M
Cottage Street Advisors LLC 5.49% Add +1.3% 21,616 $9.1M
First Trust Investment Solutions L.P. 1.60% Add +119.9% 21,613 $9.1M
Lloyd Advisory Services, LLC. 1.94% Add +286.8% 21,612 $9.1M
Sculati Wealth Management, LLC 3.94% Reduce -0.5% 21,599 $9.1M
Van Leeuwen & Company, LLC 4.60% Add +1.9% 21,593 $9.1M
Investment Partners, LTD. 4.12% Reduce -0.7% 21,591 $9.1M
Quantbot Technologies LP 0.51% Reduce -36.7% 21,572 $9.1M
Crestline Management, L.P. 0.86% Reduce -21.4% 21,528 $9.1M
Evolutionary Tree Capital Management, LLC 9.11% Reduce -1.2% 21,517 $9.1M
Phoenix Wealth Advisors 5.51% Add +20.4% 21,509 $9.0M
Capital Advisors Wealth Management, LLC 1.87% Add +5.7% 21,475 $9.0M
EPG Wealth Management LLC 2.21% Add +0.1% 21,471 $9.0M
Sterling Investment Advisors, Ltd. 2.54% Reduce -2.0% 21,469 $9.0M
State of Wyoming 1.50% Reduce -11.5% 21,409 $9.0M
Financial Advisors, LLC 1.86% Add +0.0% 21,399 $9.0M
Probity Advisors, Inc. 1.86% Reduce -2.6% 21,383 $9.0M
Woodward Diversified Capital, LLC 5.58% Add +1.7% 21,363 $9.0M
Fusion Capital, LLC 4.11% Reduce -0.9% 21,342 $9.0M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3.54% Add +0.5% 22,234 $9.0M
Snider Financial Group 3.74% Add +1.2% 21,308 $9.0M
WT Wealth Management 3.20% Add +15.3% 21,307 $9.0M
Fruth Investment Management 2.33% Reduce -4.1% 21,305 $9.0M
Bluespring Wealth Management, LLC 0.98% Reduce -2.9% 21,291 $9.0M
Octavia Wealth Advisors, LLC 1.32% Reduce -0.2% 21,226 $8.9M
O'Brien Greene & Co. Inc 2.94% Reduce -0.1% 21,207 $8.9M
Sittner & Nelson, LLC 4.49% Reduce -2.8% 21,200 $8.9M
Aft, Forsyth & Sober, LLC 3.15% Add +137.0% 21,150 $8.9M
Maxwell Wealth Strategies Inc. 4.51% Add +15.9% 21,458 $8.9M
Keystone Wealth Services, LLC 2.88% Add +0.7% 21,088 $8.9M
BTG Pactual Global Asset Management Ltd 2.83% Add +99.0% 21,085 $8.9M
Austin Private Wealth, LLC 1.02% Reduce -1.8% 21,085 $8.9M
BOK Financial Private Wealth, Inc. 0.66% Reduce -3.4% 21,059 $8.9M
Heartland Bank & Trust Co 5.15% Add +1.9% 21,057 $8.9M
All Terrain Financial Advisors, LLC 3.82% Reduce -3.6% 21,048 $8.9M
Lakeshore Financial Planning, Inc. 4.48% Add +0.4% 21,037 $8.9M
Atlanta Consulting Group Advisors, LLC 3.06% — 21,020 $8.8M
Brown Capital Management LLC 0.16% Reduce -2.6% 20,989 $8.8M
Unison Asset Management LLC 4.62% Reduce -0.7% 20,984 $8.8M
Hixon Zuercher, LLC 3.73% Reduce -11.2% 20,968 $8.8M
Congress Park Capital LLC 3.90% Reduce -11.4% 20,958 $8.8M
Regatta Capital Group, LLC 1.98% Add +1.7% 20,936 $8.8M
Socorro Asset Management LP 3.37% Add +2.1% 20,935 $8.8M
Maxi Investments CY Ltd 2.35% Add +50.1% 20,875 $8.8M
Family Legacy, Inc. 3.16% Reduce -7.8% 20,871 $8.8M
Bender Robert & Associates 2.06% Add +2.4% 20,849 $8.8M
Consolidated Portfolio Review Corp 2.29% Reduce -17.6% 20,797 $8.7M
Costello Asset Management, INC 6.25% Reduce -1.8% 20,763 $8.7M
Townsend Asset Management Corp. /NC/ 3.47% Add +3.9% 20,762 $8.7M
BOCHK Asset Management Ltd 3.04% Add +34.4% 20,700 $8.7M
Martin & Co. Inc. 2.13% Reduce -20.4% 20,696 $8.7M
Ashford Capital Management Inc. 1.18% Add +6.3% 20,693 $8.7M
MJP Associates Inc. 1.89% Add +38.4% 20,689 $8.7M
B & T Capital Management DBA Alpha Capital Management 1.70% Reduce -6.4% 20,688 $8.7M
Tempus Wealth Planning, LLC 3.83% Add +0.4% 20,685 $8.7M
Legato Capital Management LLC 1.05% No change 20,664 $8.7M
Keudell/Morrison Wealth Management 2.63% Reduce -1.2% 20,625 $8.7M
RBA Wealth Management, LLC 3.51% Add +5.0% 20,602 $8.7M
Royal Capital Wealth Management, LLC 6.81% Add +1.9% 20,601 $8.7M
Taika Capital, LP 4.50% Reduce -4.5% 20,600 $8.7M
Alta Advisers Ltd 4.30% Add +0.5% 20,600 $8.7M
Wilkins Investment Counsel Inc. 1.26% Add +309.8% 20,590 $8.7M
Aurora Investment Managers, LLC. 6.37% Reduce -5.4% 20,580 $8.7M
Wealth Advisors of Tampa Bay, LLC 4.10% Reduce -2.7% 20,522 $8.6M
First Community Trust NA 8.12% Add +5.8% 20,517 $8.6M
New Potomac Partners, LLC 4.77% Reduce -3.3% 20,424 $8.6M
High Note Wealth, LLC 2.80% Add +4.6% 20,424 $8.6M
Advisor Resource Council 3.64% Reduce -19.6% 22,806 $8.6M
Capital Insight Partners, LLC 1.60% Add +1.0% 20,392 $8.6M
Brooks, Moore & Associates, Inc. 5.49% Reduce -0.6% 20,362 $8.6M
Burke & Herbert Bank & Trust Co. 6.45% Reduce -12.5% 20,355 $8.6M
Trek Financial, LLC 0.68% Add +1.8% 20,353 $8.6M
Crescent Grove Advisors, LLC 0.89% Add +5.0% 20,343 $8.6M
Cascade Financial Partners, LLC 1.23% — 20,273 $8.6M
Abundance Wealth Counselors 1.97% Reduce -2.1% 20,324 $8.6M
Wealth Effects LLC 3.15% Reduce -2.5% 20,267 $8.5M
Security National Bank of So Dak 5.12% Reduce -1.8% 20,215 $8.5M
Intellectus Partners, LLC 2.25% Reduce -3.4% 20,206 $8.5M
GUNN & Co INVESTMENT MANAGEMENT, INC. 6.39% Reduce -91.6% 20,194 $8.5M
FLC Capital Advisors 2.14% Add +1.1% 20,162 $8.5M
Flynn Zito Capital Management, LLC 4.37% Add +99.9% 20,126 $8.5M
RPg Family Wealth Advisory, LLC 2.68% Add +0.9% 20,125 $8.5M
WealthPLAN Partners, LLC 0.88% Reduce -5.9% 20,102 $8.5M
Agur Provident & Training Funds Management Ltd. 2.57% No change 21,722 $8.5M
LCM Capital Management Inc 5.47% Add +0.0% 20,100 $8.5M
EagleClaw Capital Managment, LLC 1.53% Add +3.1% 20,082 $8.4M
Summit X, LLC 2.16% Add +1.8% 20,050 $8.4M
Slow Capital, Inc. 1.35% Reduce -2.7% 20,042 $8.4M
a16z Perennial Management, L.P. 0.79% Reduce -48.7% 20,012 $8.4M
Bluegrass Capital Partners LP 8.77% No change 20,000 $8.4M
Barbara Oil Co. 3.56% No change 20,000 $8.4M
Windle Wealth, LLC 5.35% Reduce -3.3% 19,968 $8.4M
Burford Brothers, Inc. 5.50% Reduce -1.6% 19,918 $8.4M
Trivant Custom Portfolio Group, LLC 5.33% Reduce -1.9% 19,916 $8.4M
Nikulski Financial, Inc. 2.78% Add +20.3% 19,909 $8.4M
Allen Capital Group, LLC 1.22% Add +6.6% 19,901 $8.4M
1776 Wealth LLC 3.96% Add +0.2% 19,895 $8.4M
Convergence Investment Partners, LLC 3.20% Add +2.1% 19,868 $8.4M
Simplex Trading, LLC 0.24% New 19,868 $8.4M
Alcosta Capital Management, Inc. 5.59% Reduce -0.3% 19,813 $8.3M
Barings LLC 0.21% Reduce -1.7% 19,792 $8.3M
Kathmere Capital Management, LLC 0.95% Add +27.6% 19,774 $8.3M
Bcwm, LLC 2.86% Reduce -7.7% 19,762 $8.3M
Cumberland Advisors Inc. 3.09% Add +1.5% 19,740 $8.3M
Kwmg, LLC 0.91% Reduce -0.8% 19,725 $8.3M
HBW Advisory Services LLC 1.55% No change 22,066 $8.3M
Wealth Group, Ltd. 6.26% — 19,711 $8.3M
Frank, Rimerman Advisors LLC 1.59% Add +12.1% 19,694 $8.3M
Alaethes Wealth, LLC 3.62% Reduce -2.3% 19,690 $8.3M
Cornell Pochily Investment Advisors, Inc. 3.28% Reduce -3.6% 19,667 $8.3M
Cambridge Financial Group, Inc. 3.66% Reduce -1.9% 19,652 $8.3M
Contravisory Investment Management, Inc. 1.83% Add +0.4% 19,639 $8.3M
Tradewinds Capital Management, LLC 2.28% Add +20.8% 19,638 $8.3M
Private Portfolio Partners LLC 1.72% Add +1.9% 19,608 $8.2M
Fairhaven Wealth Management, LLC 2.83% Add +3.8% 19,576 $8.2M
Central Valley Advisors, LLC 4.25% Reduce -2.0% 19,564 $8.2M
Insight Advisors, LLC/ PA 1.60% Add +9.9% 19,548 $8.2M
Cedar Brook Financial Partners, LLC 1.63% Reduce -2.1% 19,543 $8.2M
West Michigan Advisors, LLC 2.67% Add +4.3% 19,542 $8.2M
Lindenwold Advisors, INC 4.39% Reduce -5.0% 19,527 $8.2M
Lineweaver Wealth Advisors, LLC 1.95% Add +1.0% 19,497 $8.2M
Spirit of America Management Corp. 1.65% No change 19,499 $8.2M
Boxwood Ventures, Inc. 14.41% No change 19,474 $8.2M
MTM Investment Management, LLC 3.37% Add +1.5% 19,434 $8.2M
Bouvel Investment Partners, LLC 3.53% Reduce -1.3% 19,414 $8.2M
KG Capital Management 3.24% Reduce -1.9% 19,397 $8.2M
Carlson Capital Management 0.38% Reduce -50.1% 19,382 $8.2M
GSG Advisors LLC 2.99% Reduce -0.6% 19,391 $8.2M
DeDora Capital, Inc. 2.59% Reduce -1.1% 19,370 $8.1M
Mraz, Amerine & Associates, Inc. 1.54% Reduce -1.9% 19,317 $8.1M
CYBER HORNET ETFs LLC 9.71% Reduce -2.7% 19,124 $8.1M
626 Financial, LLC 4.89% Add +7.1% 19,246 $8.1M
Peoples Bank 6.33% Reduce -1.5% 19,242 $8.1M
Eagle Strategies LLC 1.80% Add +57.6% 19,233 $8.1M
Relative Value Partners Group, LLC 0.51% Reduce -0.3% 20,346 $8.1M
Palmer Knight Co 3.94% Add +2.2% 19,209 $8.1M
Grafton Street Partners Fund, LP 7.37% Reduce -5.8% 19,194 $8.1M
Sivia Capital Partners, LLC 5.49% Reduce -0.2% 19,194 $8.1M
Janiczek Wealth Management, LLC 1.72% Add +5.7% 19,187 $8.1M
Wealth Alliance Advisory Group, LLC 1.87% Add +6.1% 19,187 $8.1M
Raelipskie Partnership 4.59% Reduce -2.0% 19,150 $8.1M
Thematics Asset Management 0.33% Reduce -2.1% 19,139 $8.1M
Annis Gardner Whiting Capital Advisors, LLC 2.88% Add +24.9% 19,127 $8.0M
Adero Partners, LLC 0.61% Reduce -6.9% 19,123 $8.0M
Channel Wealth LLC 3.23% Add +1.6% 19,103 $8.0M
Evermay Wealth Management LLC 1.21% Add +0.8% 19,077 $8.0M
Engine No. 1 LLC 9.50% Reduce -28.7% 19,066 $8.0M
Clarus Group, Inc. 5.61% Reduce -1.4% 19,035 $8.0M
United Community Bank 3.11% Reduce -0.5% 19,035 $8.0M
Emprise Bank 5.39% — 19,029 $8.0M
Sfm, LLC 6.11% Reduce -4.8% 19,000 $8.0M
Leelyn Smith, LLC 1.60% Reduce -1.3% 18,993 $8.0M
MBL Wealth, LLC 0.91% Reduce -3.7% 18,989 $8.0M
Beacon Financial Group 0.92% Reduce -0.8% 18,978 $8.0M
Berry Wealth Group, LP 6.62% Add +5.8% 18,969 $8.0M
Sax Wealth Advisors, LLC 0.93% Add +1.5% 18,956 $8.0M
Carl P. Sherr & Co., LLC 4.49% Reduce -0.4% 18,931 $8.0M
Providence First Trust Co 3.45% Add +132.1% 18,906 $8.0M
Aft, Forsyth & Company, Inc. 4.53% Reduce -6.2% 18,878 $7.9M
Scott Capital Advisors, LLC 2.41% Reduce -2.4% 18,586 $7.9M
First United Bank & Trust 2.93% Reduce -1.1% 18,811 $7.9M
Ahl Investment Management, Inc. 6.06% Reduce -0.4% 18,789 $7.9M
Bangor Savings Bank 0.81% Add +3.4% 18,761 $7.9M
Aspen Investment Management Inc 4.00% Reduce -0.2% 18,735 $7.9M
NWK Group, Inc. 3.69% Add +0.9% 18,727 $7.9M
Prosperity Wealth Management, Inc. 3.73% Add +5.4% 18,689 $7.9M
Core Wealth Partners LLC 5.94% Add +2.0% 18,668 $7.9M
GFG Capital, LLC 2.02% Reduce -3.7% 18,625 $7.8M
Provenance Wealth Advisors, LLC 1.10% Add +1.6% 18,621 $7.8M
Riggs Asset Managment Co. Inc. 2.28% Add +5.9% 18,611 $7.8M
Mechanics Financial Corp 4.07% Add +1.6% 18,588 $7.8M
Clarity Capital Partners LLC 5.14% Add +4.6% 18,587 $7.8M
Vectors Research Management, LLC 2.20% Reduce -88.0% 18,548 $7.8M
Matisse Capital 3.75% Reduce -0.2% 18,546 $7.8M
Kolinsky Wealth Management, LLC 5.96% Add +4.5% 18,534 $7.8M
Wharton Business Group, LLC 0.38% Reduce -3.7% 18,532 $7.8M
Mitsubishi UFJ Asset Management (UK) Ltd. 3.95% Add +15.6% 18,500 $7.8M
McBroom & Associates, LLC 5.12% Reduce -4.8% 18,493 $7.8M
Emerald Advisers, LLC 0.31% Reduce -9.0% 18,478 $7.8M
US Asset Management LLC 7.00% Reduce -1.6% 18,475 $7.8M
Intrua Financial, LLC 1.21% Reduce -4.3% 18,471 $7.8M
Bennett Selby Investments LP 3.62% Add +0.8% 18,456 $7.8M
Synergy Financial Group, LTD 8.74% Reduce -9.0% 18,447 $7.8M
Northcape Wealth Management, LLC 2.82% Reduce -6.1% 18,420 $7.7M
TTP Investments, Inc. 3.39% Add +0.7% 18,365 $7.7M
Institutional & Family Asset Management, LLC 1.24% Reduce -7.9% 18,371 $7.7M
Cape Ann Savings Bank 4.83% Reduce -0.3% 18,326 $7.7M
Connective Capital Management, LLC 12.16% No change 18,309 $7.7M
Debussy Capital Management LP 2.25% Reduce -6.8% 18,565 $7.7M
West Family Investments, Inc. 2.39% Add +9.3% 18,284 $7.7M
Park Place Capital Corp 2.76% Reduce -6.8% 18,282 $7.7M
StrongBox Wealth, LLC 4.05% Add +4.2% 18,250 $7.7M
FSM Wealth Advisors, LLC 2.73% Reduce -0.1% 18,245 $7.7M
Forge First Asset Management Inc. 2.41% Add +107.7% 18,275 $7.7M
Autumn Glory Partners, LLC 3.75% No change 18,215 $7.7M
Bluesphere Advisors LLC 4.24% Reduce -1.7% 18,206 $7.7M
IronBridge Private Wealth, LLC 3.18% Add +1.7% 18,191 $7.7M
Accredited Investors Inc. 0.49% Add +5.7% 18,190 $7.7M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.91% No change 18,522 $7.7M
Arkfeld Wealth Strategies, L.L.C. 4.19% Add +17.6% 18,069 $7.6M
Creegan & Nassoura Financial Group, LLC 5.11% Reduce -4.1% 18,178 $7.6M
Amarillo National Bank 1.43% No change 18,161 $7.6M
Helios Capital Management Pte. Ltd. 5.36% No change 18,125 $7.6M
Cohen Investment Advisors LLC 4.93% Add +14.4% 18,092 $7.6M
Steamboat Capital Partners, LLC 2.62% Add +1.7% 18,086 $7.6M
First Financial Corp. 3.86% Reduce -8.1% 18,084 $7.6M
Bank of Stockton 2.35% Reduce -0.1% 18,081 $7.6M
Beta Wealth Group, Inc. 3.70% Reduce -7.6% 18,079 $7.6M
Apriem Advisors 0.95% Add +1.5% 18,066 $7.6M
Beaton Management Co. Inc. 4.14% Reduce -1.1% 18,058 $7.6M
Gilman Hill Asset Management, LLC 1.36% Reduce -1.3% 18,046 $7.6M
Cable Hill Partners, LLC 0.93% No change 20,180 $7.6M
Mosaic Financial Group, LLC 6.06% — 17,972 $7.6M
WD Rutherford LLC 3.91% Reduce -1.4% 17,969 $7.6M
Fortune Financial Advisors, LLC 4.81% Add +7.7% 17,962 $7.6M
Bull Street Advisors, LLC 3.61% Reduce -4.4% 17,950 $7.6M
Bank of Marin 6.64% Reduce -21.6% 17,936 $7.5M
Gateway Advisory, LLC 1.32% Reduce -1.6% 17,923 $7.5M
Walkner Condon Financial Advisors LLC 1.60% Add +5.8% 17,916 $7.5M
Schrum Private Wealth Management LLC 6.83% Add +23.6% 17,892 $7.5M
Lynch Asset Management, Inc. 3.53% No change 17,850 $7.5M
Pettee Investors, Inc. 3.18% Reduce -5.3% 17,844 $7.5M
Accurate Wealth Management, LLC 2.19% Reduce -2.4% 18,790 $7.5M
Aristides Capital LLC 3.20% No change 17,810 $7.5M
Atom Investors LP 0.94% Add +29.8% 17,810 $7.5M
Peninsula Asset Management Inc. 4.02% Add +0.0% 17,808 $7.5M
Acropolis Investment Management, LLC 0.49% Add +1.1% 17,804 $7.5M
Herbst Group, LLC 4.63% Reduce -10.1% 17,800 $7.5M
Prosperity Financial Group, Inc. 4.62% Add +6.8% 17,794 $7.5M
Northwest Financial Advisors 8.22% Reduce -1.4% 17,794 $7.5M
Summit Place Financial Advisors, LLC 4.38% Add +1.3% 17,780 $7.5M
Union Savings Bank 3.91% Add +0.4% 17,769 $7.5M
Liberty Wealth Management LLC 1.46% Add +1.2% 17,752 $7.5M
Harbert Fund Advisors, LLC 5.14% Add +27.9% 17,750 $7.5M
Laidlaw Wealth Management LLC 4.16% Reduce -49.9% 17,729 $7.5M
Optimum Investment Advisors 3.43% Reduce -0.0% 17,728 $7.5M
Breakwater Capital Group 1.88% Add +0.6% 17,727 $7.5M
Sonnipe Ltd. 0.79% No change 17,717 $7.5M
Mathes Company, Inc. 2.82% Reduce -2.4% 17,712 $7.5M
Beaumont Asset Management, L.L.C. 4.96% Add +1.0% 17,710 $7.5M
Castellan Group 3.80% Add +15.8% 17,664 $7.4M
Transamerica Financial Advisors, LLC 0.76% Add +110.8% 17,661 $7.4M
Ranch Capital Advisors Inc. 4.01% Reduce -0.1% 17,650 $7.4M
Corundum Group, Inc. 3.58% Reduce -2.7% 17,645 $7.4M
Wealth Architects, LLC 0.98% Reduce -61.9% 17,614 $7.4M
Morgens Waterfall Vintiadis & Co. Inc. 5.16% Reduce -5.4% 17,600 $7.4M
Jackson, Grant Investment Advisers, Inc. 3.03% Reduce -0.9% 17,599 $7.4M
United Bank 3.76% Reduce -1.0% 17,595 $7.4M
RFP Financial Group LLC 2.88% Reduce -9.9% 17,548 $7.4M
Allegheny Financial Group 2.28% Reduce -25.4% 17,546 $7.4M
Adams Wealth Management 1.80% Add +49.9% 17,527 $7.4M
Oxford Financial Group, LTD. LLC 0.51% Add +2.8% 17,522 $7.4M
First Business Financial Services, Inc. 0.79% Reduce -2.0% 17,516 $7.4M
Center Lake Capital Management, LLC 12.04% Reduce -65.0% 17,500 $7.4M
Commonwealth Financial Services, LLC 1.73% No change 19,556 $7.4M
Tower View Wealth Management LLC 4.30% Reduce -1.8% 17,476 $7.4M
Atwater Malick LLC 2.59% Add +10.3% 17,476 $7.4M
Old Mission Investment Co LLC 2.46% Add +6.7% 17,468 $7.3M
Darden Wealth Group Inc 5.79% Add +10.4% 17,467 $7.3M
SFE Investment Counsel 1.66% Add +26.8% 17,465 $7.3M
Capital Advisors, Ltd. LLC 0.96% Add +1.0% 17,441 $7.3M
Peloton Wealth Strategists 3.03% Reduce -0.9% 17,428 $7.3M
S. R. Schill & Associates 3.18% Reduce -0.1% 17,394 $7.3M
Martin Capital Partners, LLC 2.80% Reduce -2.8% 17,377 $7.3M
BW Gestao de Investimentos Ltda. 0.66% Reduce -29.5% 17,367 $7.3M
Bienville Capital Management, LLC 2.22% Reduce -5.2% 17,365 $7.3M
Fernwood Investment Management, LLC 2.13% Reduce -16.2% 18,617 $7.3M
American Trust Investment Advisors, LLC 3.47% Reduce -1.7% 17,335 $7.3M
Blue Zone Wealth Advisors, LLC 2.50% Add +5.3% 17,317 $7.3M
Millennium Capital Advisors, LLC 5.14% Add +0.0% 17,302 $7.3M
Trinity Legacy Partners, LLC 2.13% Reduce -26.5% 17,293 $7.3M
Garrison Bradford & Associates Inc. 7.50% Add +7.9% 17,279 $7.3M
Houlihan Financial Resource Group, Ltd. 3.26% Add +1.8% 17,270 $7.3M
Widmann Financial Services, Inc. 6.10% Add +0.5% 17,262 $7.3M
HHM Wealth Advisors, LLC 1.19% Reduce -0.9% 17,252 $7.3M
Owen LaRue, LLC 4.54% Add +20.6% 17,235 $7.3M
WealthBridge Investment Counsel Inc. 2.69% Add +0.3% 17,213 $7.2M
Burr Financial Services, LLC 5.65% Add +2.1% 17,687 $7.2M
Oak Harvest Investment Services 1.20% Add +27.0% 17,201 $7.2M
United Advisor Group, LLC 2.72% Reduce -27.9% 17,176 $7.2M
ICA Group Wealth Management, LLC 1.45% Add +3.1% 17,160 $7.2M
Aprio Wealth Management, LLC 1.41% Add +20.3% 17,152 $7.2M
LRI Investments, LLC 1.82% — 17,119 $7.2M
Everpar Advisors LLC 4.37% Reduce -24.3% 17,099 $7.2M
MRA Advisory Group 4.29% Add +2.4% 17,069 $7.2M
Kowal Investment Group, LLC 1.55% Add +2.7% 17,067 $7.2M
Palogic Value Management, L.P. 3.11% Reduce -0.7% 17,065 $7.2M
Private Capital Management LLC 1.58% Add +4.1% 17,032 $7.2M
BSW Wealth Partners 1.21% Add +0.9% 17,026 $7.2M
Boltwood Capital Management 2.22% Reduce -0.4% 17,007 $7.2M
Monetta Financial Services Inc. 6.46% No change 17,000 $7.2M
MYDA Advisors LLC 2.49% Add +13.3% 17,000 $7.2M
Headlands Technologies LLC 1.72% New 16,991 $7.1M
Veltria Advisors Corp. 1.85% Add +444.3% 16,982 $7.1M
Hel Ved Capital Management Ltd 1.77% Reduce -72.7% 16,965 $7.1M
JSF Financial, LLC 2.23% Add +7.8% 16,944 $7.1M
Ayalon Insurance Comp Ltd. 2.37% Add +4.0% 16,932 $7.1M
Eley Financial Management, Inc 3.06% Reduce -0.7% 16,871 $7.1M
OneAscent Financial Services LLC 0.78% Reduce -5.5% 16,862 $7.1M
Shayne & Jacobs, LLC 1.93% Add +2.1% 16,858 $7.1M
Northwest Bank & Trust Co 6.52% Reduce -1.6% 18,214 $7.1M
Ramirez Asset Management, Inc. 1.43% Reduce -5.6% 16,851 $7.1M
Financial Management Network Inc. 1.79% Add +0.0% 16,961 $7.1M
Highview Capital Management LLC 3.19% Add +3.5% 16,844 $7.1M
Secure Asset Management, LLC 1.67% Reduce -12.2% 16,842 $7.1M
Veracity Capital LLC 2.74% Add +7.5% 16,790 $7.1M
Abacus Planning Group, Inc. 1.38% Reduce -4.5% 16,776 $7.1M
NWF Advisory Services Inc. 1.18% Add +38.3% 16,760 $7.1M
RiverPark Advisors, LLC 5.79% Reduce -0.1% 16,758 $7.1M
Madison Wealth Partners, Inc 2.55% Add +9.9% 16,741 $7.0M
NCM Capital Management, LLC 3.95% Reduce -0.5% 16,738 $7.0M
Coppell Advisory Solutions Corp. 1.33% — 16,735 $7.0M
Freedom Day Solutions, LLC 2.50% Reduce -2.9% 16,730 $7.0M
Security National Bank of Sioux City Iowa 4.96% Reduce -3.8% 16,708 $7.0M
Andrew Hill Investment Advisors, Inc. 6.20% Add +7.4% 16,694 $7.0M
Cloverfields Capital Group, LP 2.36% Add +18.2% 16,671 $7.0M
ROI Financial Advisors, LLC 5.51% Reduce -6.7% 16,662 $7.0M
Canton Hathaway, LLC 1.88% Reduce -8.3% 16,661 $7.0M
St. Johns Investment Management Company, LLC 3.36% Add +8.6% 16,634 $7.0M
Grey Ledge Advisors, LLC 1.97% Add +2.9% 16,623 $7.0M
Prairie Sky Financial Group LLC 4.20% Reduce -1.0% 16,621 $7.0M
Duncan Williams Asset Management, LLC 6.30% — 16,606 $7.0M
Garrison Point Advisors, LLC 4.49% Reduce -3.9% 16,589 $7.0M
Seven Eight Capital, LP 0.73% New 16,578 $7.0M
Wealth Dimensions Group, Ltd. 2.06% Reduce -2.7% 16,572 $7.0M
Fortis Group Advisors, LLC 1.28% Add +176.3% 16,561 $7.0M
Coastal Bridge Advisors, LLC 1.60% Reduce -4.2% 16,557 $7.0M
Essex LLC 1.60% Reduce -3.2% 16,550 $7.0M
Sitrin Capital Management LLC 3.80% Reduce -2.5% 16,542 $7.0M
Cox Capital Mgt LLC 4.28% Reduce -1.9% 16,516 $6.9M
Atticus Wealth Management, LLC 2.27% Reduce -1.0% 16,507 $6.9M
KP Management LLC 2.98% No change 16,500 $6.9M
CWS Financial Advisors, LLC 2.84% Reduce -15.5% 16,498 $6.9M
Banco de Sabadell, S.A 5.16% Reduce -11.9% 16,473 $6.9M
McGowan Group Asset Management, Inc. 1.02% Add +4.9% 16,442 $6.9M
GS Investments, Inc. 3.32% Add +0.3% 16,346 $6.9M
Howard Financial Services, LTD. 1.18% Reduce -0.5% 16,315 $6.9M
Stolper Co 2.47% Reduce -7.9% 16,297 $6.9M
S.A. Mason LLC 4.12% Add +0.6% 16,283 $6.9M
Murphy Pohlad Asset Management LLC 2.68% Reduce -12.0% 16,283 $6.9M
Wunderlich Capital Managemnt 3.08% Reduce -5.3% 16,253 $6.8M
C2C Wealth Management, LLC 6.78% Reduce -25.1% 16,237 $6.8M
First Dallas Securities Inc. 3.14% Add +0.1% 16,234 $6.8M
SkyOak Wealth, LLC 1.63% Reduce -3.6% 16,216 $6.8M
Peterson Wealth Services 2.48% Add +3.9% 16,195 $6.8M
Marest Capital, LLC 6.24% Add +0.2% 16,096 $6.8M
Cordgrass Capital Advisors, LLC 2.11% Reduce -0.5% 16,094 $6.8M
KLCM Advisors, Inc. 0.87% Add +4.9% 16,079 $6.8M
Kampmann Melissa S. 4.86% Add +10.1% 16,065 $6.8M
Lee Financial Co 1.13% Reduce -5.7% 16,059 $6.8M
Paradigm Asset Management Co. LLC 1.71% Reduce -8.3% 16,050 $6.8M
Pflug Koory, LLC 0.48% Reduce -4.5% 16,040 $6.7M
Ion Asset Management Ltd. 0.49% Reduce -5.9% 16,000 $6.7M
Strategic Financial Services, Inc. 0.43% Reduce -3.8% 15,999 $6.7M
SignalPoint Asset Management, LLC 1.85% Reduce -2.3% 15,985 $6.7M
MSH Capital Advisors LLC 2.35% Reduce -2.5% 15,887 $6.7M
Eaton Financial Holdings Company, LLC 3.47% Add +1.1% 15,884 $6.7M
Retirement Planning Group, LLC 0.51% Add +65.4% 15,853 $6.7M
Sweeney & Michel, LLC 2.95% — 16,000 $6.7M
Seldon Capital LP 4.03% No change 15,834 $6.7M
ICW Investment Advisors LLC 2.96% Reduce -0.0% 15,816 $6.7M
Legacy CG, LLC 2.41% Reduce -5.4% 15,810 $6.7M
Harel Insurance Investments & Financial Services Ltd. 0.13% Reduce -95.0% 15,805 $6.6M
Ballast, Inc. 2.10% Add +0.7% 15,802 $6.6M
Hazlett, Burt & Watson, Inc. 3.98% Add +5.0% 15,807 $6.6M
Opinicus Capital, Inc. 5.90% Reduce -0.9% 15,784 $6.6M
Vista Investment Partners LLC 2.28% Add +2.8% 15,778 $6.6M
PGIM Custom Harvest LLC 0.16% Add +30.9% 15,759 $6.6M
Capital Advantage, Inc. 1.34% Reduce -0.8% 15,977 $6.6M
Sage Rhino Capital LLC 1.56% Reduce -1.1% 15,678 $6.6M
Addison Advisors LLC 2.27% Add +1.2% 15,662 $6.6M
Cetera Trust Company, N.A 3.96% Reduce -2.8% 15,638 $6.6M
Schwarz Dygos Wheeler Investment Advisors LLC 1.86% Reduce -1.9% 15,611 $6.6M
Dillon & Associates Inc. 1.03% Reduce -0.1% 15,600 $6.6M
Financial Avengers, Inc. 3.49% Add +3.8% 15,465 $6.6M
Aviso Wealth Management 4.14% Reduce -0.3% 15,605 $6.6M
WP Advisors, LLC 2.15% Add +71.6% 15,577 $6.6M
Sugarloaf Wealth Management, LLC 1.36% Add +1.1% 15,565 $6.5M
WNY Asset Management, LLC 1.00% Reduce -1.3% 15,563 $6.5M
First Pacific Financial 1.83% Reduce -1.3% 15,562 $6.5M
Gray Wealth Management Inc. 2.92% Reduce -0.1% 15,561 $6.5M
Pineridge Advisors LLC 2.30% Reduce -7.9% 15,532 $6.5M
Steel Grove Capital Advisors, LLC 0.87% Add +14.4% 15,522 $6.5M
Watchman Group, Inc. 1.97% Reduce -0.3% 15,488 $6.5M
Bell & Brown Wealth Advisors, LLC 2.79% Reduce -9.1% 15,486 $6.5M
Alpha DNA Investment Management LLC 3.57% Reduce -2.3% 15,460 $6.5M
Physician Wealth Advisors, Inc. 1.37% Add +3.1% 15,687 $6.5M
Norway Savings Bank 2.71% Reduce -1.5% 15,445 $6.5M
Addison Capital Co 3.23% Add +3.2% 15,435 $6.5M
Sweet Financial Partners, LLC 1.50% Add +1.6% 15,423 $6.5M
Oak Family Advisors, LLC 2.49% Reduce -1.6% 15,405 $6.5M
Investors Asset Management of Georgia Inc. /Ga/ 3.05% Reduce -6.9% 15,394 $6.5M
Granite Group Advisors, LLC 4.35% Reduce -1.1% 15,368 $6.5M
Legal Advantage Investments, Inc. 3.62% Reduce -5.0% 15,366 $6.5M
Centennial Bank 3.31% Reduce -1.6% 15,352 $6.5M
Graves Light Lenhart Wealth, Inc. 0.75% Reduce -3.5% 15,324 $6.4M
Aspen Grove Capital, LLC 1.82% Add +6.8% 15,318 $6.4M
Noesis Capital Mangement Corp. 1.43% Reduce -0.1% 15,314 $6.4M
Coulter & Justus Financial Services, LLC 1.43% Reduce -38.6% 15,314 $6.4M
Chemistry Wealth Management LLC 1.74% Add +2.5% 15,314 $6.4M
Am Investment Strategies LLC 1.63% Reduce -2.1% 15,309 $6.4M
Gradient Capital Advisors, LLC 2.36% Add +2.8% 15,272 $6.4M
Wellington Wealth Strategies, LLC. 2.99% New 15,272 $6.4M
Point Windward Advisors Inc. 2.67% Add +4.6% 15,260 $6.4M
Summit Asset Management, LLC 0.76% Reduce -1.8% 15,245 $6.4M
McGlone Suttner Wealth Management, Inc. 1.20% Add +4.5% 15,242 $6.4M
W.H. Cornerstone Investments Inc. 4.62% Reduce -1.0% 15,221 $6.4M
Red Lighthouse Investment Management, LLC 2.57% Add +0.2% 15,204 $6.4M
Beacon Harbor Wealth Advisors, Inc. 1.69% Add +0.4% 15,203 $6.4M
Modus Advisors, LLC 2.37% Reduce -0.7% 15,197 $6.4M
Wittenberg Investment Management, Inc. 2.20% No change 15,189 $6.4M
Acorn Wealth Advisors, LLC 3.33% Reduce -0.3% 15,186 $6.4M
Ridgecrest Wealth Partners, LLC 3.80% Reduce -1.3% 15,182 $6.4M
W Advisors, LLC 4.38% Add +0.3% 15,175 $6.4M
Shilanski & Associates, Inc. 2.20% Reduce -0.7% 15,174 $6.4M
HBC Financial Services, PLLC 4.33% Reduce -1.9% 16,154 $6.4M
Paragon Private Wealth Management, LLC 3.79% Add +1.2% 15,163 $6.4M
Global Financial Private Client, LLC 2.74% Reduce -0.4% 15,014 $6.4M
Dohj, LLC 1.69% Reduce -0.3% 15,144 $6.4M
Shoker Investment Counsel, Inc. 2.27% Reduce -0.2% 15,000 $6.4M
Scissortail Wealth Management, LLC 1.68% New 15,133 $6.4M
Perkins Capital Management Inc. 5.31% Reduce -1.3% 15,126 $6.4M
LexAurum Advisors, LLC 1.61% Reduce -18.5% 15,121 $6.4M
Weaver Consulting Group 2.35% Reduce -0.3% 15,120 $6.4M
Adams Asset Advisors, LLC 0.85% Reduce -0.5% 15,102 $6.4M
Atlas Capital Advisors Inc. 0.99% Reduce -77.1% 15,089 $6.3M
Regency Capital Management Inc.\DE 4.04% Reduce -7.3% 15,077 $6.3M
waypoint wealth counsel 4.89% Add +1.2% 15,063 $6.3M
Long Run Wealth Advisors, LLC 1.67% Add +0.8% 15,041 $6.3M
Werlinich Asset Management, LLC 4.13% Reduce -1.3% 15,000 $6.3M
Glynn Capital Management LLC 1.18% Reduce -80.2% 15,022 $6.3M
Redwood Investments, LLC 1.85% Reduce -7.1% 16,495 $6.3M
Home Federal Bank of Tennessee 1.95% Reduce -0.1% 15,015 $6.3M
New Age Alpha Advisors, LLC 3.80% No change 15,000 $6.3M
Troluce Capital Advisors LLC 1.40% New 15,000 $6.3M
Stiles Financial Services Inc 2.52% Add +3.0% 14,951 $6.3M
Guardian Investment Management 5.06% Add +6.6% 14,955 $6.3M
Citadel Investment Advisory, Inc. 3.55% Reduce -0.5% 14,944 $6.3M
Viawealth, LLC 3.93% Add +0.7% 14,936 $6.3M
Darwin Wealth Management, LLC 1.75% Reduce -12.0% 14,931 $6.3M
Harvey Investment Co. LLC 0.71% Add +0.4% 14,928 $6.3M
Capital Market Strategies LLC 4.81% Reduce -1.6% 14,917 $6.3M
Virtu Financial LLC 0.48% Add +76.8% 14,874 $6.3M
Advisory Services & Investments, LLC 4.32% Add +2.9% 14,869 $6.3M
Somerset Group LLC 5.86% Reduce -28.3% 14,862 $6.3M
Jmac Enterprises LLC 1.16% Add +0.5% 14,845 $6.2M
Alera Investment Advisors, LLC 0.84% Reduce -4.3% 14,828 $6.2M
Allen Mooney & Barnes Investment Advisors LLC 1.20% Reduce -74.3% 14,573 $6.2M
Sterling Investment Counsel, LLC 2.88% Add +1.8% 14,815 $6.2M
Centric Wealth Management 1.98% Add +24.5% 15,990 $6.2M
Wbi Investments, LLC 1.29% Reduce -8.5% 14,797 $6.2M
Mitchell & Pahl Private Wealth, LLC 3.27% Reduce -1.3% 14,779 $6.2M
First Heartland Consultants, Inc. 0.65% Add +4.4% 14,776 $6.2M
Kinsale Capital Group, Inc. 2.45% Add +15.1% 14,750 $6.2M
Grant/GrossMendelsohn, LLC 2.89% Reduce -23.4% 14,541 $6.2M
Integris Wealth Management, LLC 1.71% Reduce -1.2% 14,724 $6.2M
Concentrum Wealth Management 2.85% Add +12.4% 14,681 $6.2M
Arbor Trust Wealth Advisors, LLC 3.39% Add +2.5% 14,572 $6.2M
Marion Wealth Management 1.84% Add +7.3% 14,657 $6.2M
Kerrisdale Advisers, LLC 1.94% Reduce -0.1% 14,655 $6.2M
Evergreen Private Wealth LLC 3.09% Reduce -4.8% 14,654 $6.2M
Stableford Capital II LLC 2.47% Add +0.0% 14,641 $6.2M
Alta Fox Capital Management, LLC 4.70% Reduce -32.1% 14,600 $6.1M
Lewis Asset Management, LLC 5.06% Add +0.4% 14,588 $6.1M
TFC Financial Management, Inc. 1.09% Reduce -1.9% 14,567 $6.1M
Ables, Iannone, Moore & Associates, Inc. 4.38% Reduce -1.4% 14,564 $6.1M
Palumbo Wealth Management LLC 2.74% Add +0.7% 14,561 $6.1M
3Chopt Investment Partners, LLC 2.51% Add +5.6% 14,553 $6.1M
Silver Oak Securities, Incorporated 0.94% Reduce -21.7% 14,543 $6.1M
Pinnacle Wealth Management Group, Inc. 4.54% Add +1.4% 14,531 $6.1M
Waterfront Wealth Inc. 1.71% Add +2.4% 14,912 $6.1M
Capstone Financial Advisors, Inc. 0.41% Reduce -0.5% 14,523 $6.1M
Accretive Wealth Partners, LLC 2.70% Add +13.9% 15,019 $6.1M
SC&H Financial Advisors, Inc. 1.59% Reduce -5.4% 14,515 $6.1M
Consilium Wealth Advisory, LLC 3.43% Add +2.9% 14,502 $6.1M
Global Endowment Management, LP 0.64% Add +10.7% 14,499 $6.1M
Aljian Capital Management, LLC 2.27% Reduce -4.9% 14,497 $6.1M
Colton Groome Financial Advisors, LLC 2.45% Add +2.0% 14,486 $6.1M
First National Bank of Hutchinson 4.07% Add +1.0% 14,485 $6.1M
Waddell & Associates, LLC 0.82% Reduce -6.3% 14,485 $6.1M
Lakehouse Capital Pty Ltd 4.74% Reduce -26.0% 14,472 $6.1M
Barr E S & Co. 0.40% Reduce -3.6% 14,470 $6.1M
Rockport Wealth LLC 4.06% — 14,446 $6.1M
Aberdeen Wealth Management LLC 3.54% Add +1.5% 14,451 $6.1M
Triasima Portfolio Management inc. 0.51% Reduce -12.7% 14,449 $6.1M
Hourglass Capital, LLC 1.83% Add +0.1% 14,417 $6.1M
Comprehensive Financial Consultants Institutional, Inc. 2.52% Add +2.5% 14,402 $6.1M
Athena Investment Management 3.63% Reduce -1.6% 14,386 $6.1M
Creative Financial Designs Inc. 0.57% Add +0.7% 14,382 $6.1M
Compass Ion Advisors, LLC 0.87% Reduce -3.5% 14,379 $6.0M
Harbor Advisory Corp. 2.06% Reduce -2.0% 14,377 $6.0M
Ameliora Wealth Management Ltd. 2.74% Add +1.5% 14,373 $6.0M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 4.16% Add +1.3% 14,351 $6.0M
Trust Co of the South 1.39% Reduce -15.6% 14,343 $6.0M
Reik & Co., LLC 1.51% Reduce -1.8% 14,335 $6.0M
Gratus Wealth Advisors, LLC 1.11% Add +1.9% 14,917 $6.0M
Port Capital LLC 0.30% Reduce -1.9% 14,316 $6.0M
Lazari Capital Management, Inc. 3.27% Reduce -1.3% 14,309 $6.0M
Graybill Wealth Management, LTD. 2.54% Reduce -0.4% 14,306 $6.0M
Seven Mile Advisory 4.56% Add +1.9% 14,282 $6.0M
Altman Advisors, Inc. 2.92% Add +4.3% 14,152 $6.0M
Fiduciary Family Office, LLC 2.35% Add +4.2% 14,268 $6.0M
Saxon Interests, Inc. 2.86% Reduce -0.3% 14,267 $6.0M
Semmax Financial Advisors Inc. 1.97% Add +12.3% 14,480 $6.0M
Red Spruce Capital, LLC 2.78% Reduce -7.9% 14,238 $6.0M
Private Harbour Investment Management & Counsel, LLC 6.45% Reduce -1.8% 14,237 $6.0M
Lodestone Wealth Management LLC 3.14% Add +1.0% 14,232 $6.0M
Madison Park Capital Advisors, LLC 5.22% Add +0.6% 14,215 $6.0M
Steele Capital Management, Inc. 0.34% Add +7.9% 14,206 $6.0M
Eagle Bay Advisors LLC 3.77% Reduce -2.0% 14,197 $6.0M
Morton Community Bank 1.72% Reduce -2.1% 14,196 $6.0M
Clay Northam Wealth Management, LLC 4.81% Add +0.6% 14,194 $6.0M
Dempze Nancy E 4.54% Reduce -1.5% 14,178 $6.0M
Fosun International Ltd 1.86% Add +16.4% 14,173 $6.0M
Traveka Wealth, LLC 2.75% Add +0.5% 14,143 $6.0M
Powers Advisory Group, LLC 3.40% Reduce -3.3% 14,131 $5.9M
Page Arthur B 6.11% Reduce -4.5% 14,112 $5.9M
Baron Silver Stevens Financial Advisors, LLC 1.16% Add +12.4% 14,098 $5.9M
Madden Advisory Services, Inc. 3.13% Add +0.0% 14,095 $5.9M
Cape Investment Advisory, Inc. 2.77% Reduce -0.7% 14,087 $5.9M
Sound Income Strategies, LLC 0.44% Add +18.4% 14,071 $5.9M
Summit Rock Advisors, LP 1.90% New 14,053 $5.9M
Thornburg Investment Management Inc. 0.08% Reduce -4.1% 14,016 $5.9M
Redhawk Wealth Advisors, Inc. 0.96% Add +13.2% 13,994 $5.9M
Riverview Trust Co 4.55% No change 13,988 $5.9M
Game Plan Financial Advisors, LLC 3.39% Add +0.2% 13,980 $5.9M
Karpas Strategies, LLC 1.83% Reduce -13.4% 13,980 $5.9M
Prudent Man Advisors, LLC 2.21% Reduce -5.9% 13,959 $5.9M
Onyx Bridge Wealth Group LLC 1.05% Add +5.2% 14,441 $5.9M
Linden Thomas Advisory Services, LLC 0.94% Add +31.2% 13,939 $5.9M
Berkeley Capital Partners, LLC 1.78% Reduce -0.2% 13,915 $5.9M
Jeppson Wealth Management, LLC 2.27% Reduce -2.3% 13,908 $5.9M
North Ridge Wealth Advisors, Inc. 4.54% Reduce -0.7% 13,907 $5.9M
Taylor & Morgan Wealth Management, LLC 4.28% Add +1.3% 13,871 $5.8M
GraniteShares Advisors LLC 3.08% Add +6.8% 13,867 $5.8M
AllGen Financial Advisors, Inc. 2.37% Reduce -6.1% 13,850 $5.8M
Ethos Financial Group, LLC 1.11% Add +1.4% 13,809 $5.8M
Trueblood Wealth Management, LLC 3.33% Add +0.9% 13,834 $5.8M
Lifeworks Advisors, LLC 1.63% Add +15.3% 13,833 $5.8M
Financial Advisory Partners, LLC 2.25% Reduce -11.6% 13,827 $5.8M
ABLE Financial Group, LLC 2.28% Reduce -9.5% 13,810 $5.8M
Bond & Devick Financial Network, Inc. 3.15% Reduce -1.5% 13,793 $5.8M
New England Research & Management, Inc. 2.85% Reduce -0.1% 13,782 $5.8M
Global Trust Asset Management, LLC 2.38% Reduce -9.2% 13,780 $5.8M
LifeSteps Financial, Inc. 4.38% Add +0.1% 13,772 $5.8M
American State Bank (Iowa) 3.88% Reduce -4.7% 13,763 $5.8M
Center For Asset Management LLC 4.74% Add +6.5% 13,756 $5.8M
Benchmark Investment Advisors LLC 4.57% Add +0.5% 13,755 $5.8M
Successful Portfolios LLC 3.95% Reduce -2.6% 13,747 $5.8M
Hubbell Strickland Wealth Management, LLC 2.92% Reduce -2.3% 13,744 $5.8M
Requisite Capital Management, LLC 1.26% Reduce -0.5% 13,730 $5.8M
Farmers & Merchants Trust Co of Chambersburg PA 2.37% Reduce -19.6% 13,730 $5.8M
McAdam, LLC 0.37% Reduce -17.9% 13,717 $5.8M
O'ROURKE & COMPANY, Inc 3.34% Add +2.2% 13,690 $5.8M
Aull & Monroe Investment Management Corp 2.64% No change 13,690 $5.8M
Sovereign Financial Group, Inc. 1.53% Add +6.0% 13,682 $5.8M
Ewa, LLC 2.58% Add +35.0% 13,845 $5.7M
Harfst & Associates, Inc. 1.36% Reduce -5.8% 13,640 $5.7M
Bay Rivers Group 3.15% Reduce -2.3% 13,631 $5.7M
Hartford Funds Management Co LLC 0.55% Add +11.4% 13,600 $5.7M
Patron Partners, LLC 3.48% Reduce -2.0% 13,598 $5.7M
Aletheian Wealth Advisors LLC 3.10% Add +60.0% 13,591 $5.7M
Royal Harbor Partners, LLC 2.49% Add +5.0% 13,588 $5.7M
Invst, LLC 0.68% Reduce -4.3% 13,458 $5.7M
Gemmer Asset Management LLC 0.66% Add +0.2% 13,573 $5.7M
University of Texas/Texas Am Investment Management Co. 1.56% No change 15,183 $5.7M
Charles Schwab Trust Co 0.54% Reduce -14.5% 13,568 $5.7M
Sanders Morris Harris LLC 1.05% Add +53.8% 13,548 $5.7M
Trustco Bank Corp. N Y 5.92% Reduce -5.9% 13,541 $5.7M
Richelieu Gestion SA 5.85% Add +3.6% 13,528 $5.7M
Earned Wealth Advisors, LLC 2.17% Add +3.2% 13,516 $5.7M
Hemington Wealth Management 2.06% Reduce -7.6% 13,515 $5.7M
1858 Wealth Management, LLC 5.39% No change 15,111 $5.7M
Prospect Capital Advisors, LLC 2.53% Add +1.2% 13,505 $5.7M
Sunpointe, LLC 6.31% Add +1.9% 13,503 $5.7M
Roof Eidam Maycock Peralta, LLC 1.56% Add +0.7% 13,500 $5.7M
Quantum Financial Advisors, LLC 1.04% Add +0.2% 13,485 $5.7M
Orser Capital Management, LLC 5.32% Reduce -0.3% 13,479 $5.7M
Granite Bay Wealth Management, LLC 3.22% Reduce -98.4% 13,460 $5.7M
Eudaimonia Advisors LLC 3.01% Add +2.2% 13,444 $5.7M
Ti-Trust, Inc. 4.16% Add +49.4% 13,442 $5.7M
Viewpoint Capital Management LLC 3.59% Add +0.4% 13,442 $5.7M
Silphium Asset Management Ltd 2.93% Add +0.1% 13,437 $5.7M
Total Clarity Wealth Management, Inc. 1.96% Add +7.7% 13,429 $5.6M
Kenora Financial, LLC 2.40% Add +4.9% 13,424 $5.6M
Bowman & Co S.C. 3.43% Reduce -3.5% 13,412 $5.6M
Sutton Place Investors LLC 2.79% Add +25.6% 13,410 $5.6M
Montz Harcus Wealth Management LLC 3.81% Add +0.3% 13,399 $5.6M
HMS Capital Management, LLC 3.12% Reduce -4.5% 13,398 $5.6M
Cabot Wealth Management Inc. 0.74% Add +1.1% 13,397 $5.6M
Lakeridge Wealth Management LLC 3.65% Reduce -0.9% 13,387 $5.6M
Rogco, LP 2.30% Add +2.1% 13,386 $5.6M
Smith Anglin Financial, LLC 0.58% Add +4.1% 13,385 $5.6M
Naples Money Management LLC 5.61% Add +352.1% 13,374 $5.6M
Blue Investment Partners LLC 2.93% No change 13,361 $5.6M
Traphagen Investment Advisors LLC 0.60% Add +0.8% 13,360 $5.6M
Cynosure Group, LLC 1.01% Reduce -17.6% 13,347 $5.6M
Peddock Capital Advisors, LLC 1.47% Add +2.0% 13,320 $5.6M
Monterey Private Wealth, Inc. 2.25% Add +1.0% 13,310 $5.6M
Montgomery Investment Management Inc. 2.13% Reduce -29.4% 13,285 $5.6M
Wealthspan Partners, LLC 3.29% Add +9.4% 13,285 $5.6M
New Republic Capital, LLC 3.54% Add +1.7% 13,254 $5.6M
PBMares Wealth Management LLC 1.45% Add +14.1% 13,245 $5.6M
NewSquare Capital LLC 0.49% Reduce -4.8% 13,245 $5.6M
Element Capital Management LLC 3.68% New 13,244 $5.6M
McLean Asset Management Corp 1.91% Add +0.1% 13,069 $5.6M
Cubist Systematic Strategies, LLC 0.06% Reduce -91.3% 13,225 $5.6M
Mountain Pacific Investment Advisers LLC 0.31% Add +1.0% 13,224 $5.6M
ORBA Wealth Advisors, L.L.C. 3.08% Add +2.6% 13,221 $5.6M
Applied Capital LLC 4.52% Add +0.7% 13,212 $5.6M
New England Asset Management Inc. 0.90% Reduce -57.2% 13,210 $5.6M
Amplius Wealth Advisors, LLC 0.62% Add +2.3% 13,184 $5.5M
Worth Financial Advisory Group, LLC 3.84% Add +3.0% 13,168 $5.5M
Lummis Asset Management, LP 7.42% Reduce -57.0% 13,161 $5.5M
TFB Advisors LLC 2.01% Add +19.9% 14,010 $5.5M
Centurion Wealth Management LLC 2.18% Add +0.3% 13,151 $5.5M
ELCO Management Co., LLC 3.38% Add +9.9% 13,144 $5.5M
Atlantic Edge Private Wealth Management, LLC 1.90% Add +2.8% 13,130 $5.5M
William Allan Corp 3.67% Add +2.2% 13,126 $5.5M
Acorn Financial Advisory Services Inc. 1.04% Reduce -18.9% 13,098 $5.5M
West Oak Capital, LLC 2.34% Reduce -0.4% 13,075 $5.5M
City State Bank 2.42% Add +0.0% 13,040 $5.5M
Cantor Fitzgerald Investment Advisors L.P. 0.41% Reduce -0.8% 13,023 $5.5M
Garden State Investment Advisory Services LLC 2.00% Add +10.1% 12,976 $5.5M
High Net Worth Advisory Group LLC 1.72% Add +9.8% 13,012 $5.5M
Sloy Dahl & Holst, LLC 1.29% Add +0.3% 13,007 $5.5M
Western Pacific Wealth Management, LP 3.97% Add +2.9% 13,003 $5.5M
Clean Yield Group 2.13% Reduce -4.2% 13,000 $5.5M
Sandy Cove Advisors, LLC 2.52% Add +2.5% 12,997 $5.5M
Van Den Berg Management I, Inc. 1.60% Reduce -2.0% 12,958 $5.5M
Investors Research Corp 1.27% Reduce -2.1% 12,951 $5.4M
Wellspring Financial Advisors, LLC 0.86% Add +10.1% 12,933 $5.4M
Butensky & Cohen Financial Security, Inc. 1.70% Reduce -8.2% 12,933 $5.4M
BIP Wealth, LLC 0.40% Add +22.6% 12,922 $5.4M
AA Financial Advisors, LLC 2.19% Add +794.2% 12,912 $5.4M
WJ Wealth Management, LLC 2.16% Add +6.4% 12,902 $5.4M
Cahaba Wealth Management, Inc. 0.49% Reduce -1.0% 12,880 $5.4M
Murphy, Middleton, Hinkle & Parker, Inc. 3.15% Reduce -4.3% 12,862 $5.4M
REDW Wealth LLC 1.46% Reduce -3.7% 12,859 $5.4M
LBMC Investment Advisors, LLC 0.47% Add +4.8% 12,829 $5.4M
Jacobsen Capital Management 2.50% Add +2.4% 12,811 $5.4M
Wealthspire Retirement, LLC 0.46% Add +2.5% 12,809 $5.4M
Howard Capital Management, LLC 0.59% Add +0.0% 12,802 $5.4M
Vanderbilt University 1.12% Add +43.8% 12,776 $5.4M
Mirabella Financial Services LLP 0.39% Reduce -74.8% 12,756 $5.4M
Florida Financial Advisors, LLC 3.94% Reduce -38.9% 12,755 $5.4M
HITE Hedge Asset Management LLC 0.54% No change 12,742 $5.4M
SAM Advisors, LLC 1.98% Reduce -0.4% 12,740 $5.4M
Signal Advisors Wealth, LLC 1.33% Add +50.0% 12,732 $5.4M
Reliant Investment Management, LLC 2.51% Add +0.5% 12,727 $5.4M
Certified Advisory Corp 0.75% Add +1.5% 12,724 $5.4M
Next Level Private LLC 2.46% Add +60.9% 12,723 $5.4M
Horizon Wealth Management, LLC 1.40% Add +8.8% 12,722 $5.4M
Finivi Inc. 4.84% Add +0.8% 12,715 $5.3M
Gilbert & Cook, Inc. 0.73% Add +9.1% 12,706 $5.3M
Mosaic Family Wealth Partners, LLC 0.88% Reduce -61.9% 12,701 $5.3M
Waypoint Capital Advisors, LLC 1.40% Add +3.3% 12,697 $5.3M
Investment Partners Asset Management, Inc. 4.82% Reduce -2.1% 12,695 $5.3M
Carr Financial Group Corp 1.78% Add +12.8% 12,689 $5.3M
Lokken Investment Group LLC 2.66% Reduce -0.0% 12,682 $5.3M
E&G Advisors, LLC 1.67% Add +1.9% 12,657 $5.3M
Guardian Asset Advisors, LLC 4.41% Add +4.5% 12,648 $5.3M
Ironwood Financial, llc 1.22% Add +0.6% 12,620 $5.3M
Masso Torrence Wealth Management Inc. 3.14% Reduce -4.5% 12,597 $5.3M
City of London Investment Management Co. Ltd. 0.44% Reduce -48.9% 12,589 $5.3M
Leonard Rickey Investment Advisors P.L.L.C. 1.37% Reduce -3.0% 12,585 $5.3M
Hudock, Inc. 1.17% Add +1.0% 12,579 $5.3M
Great Point Wealth Advisors, LLC 1.23% Reduce -4.2% 12,576 $5.3M
Novak & Powell Financial Services, Inc. 3.94% Reduce -0.6% 12,525 $5.3M
Spinnaker Investment Group, LLC 1.48% Add +2.7% 12,521 $5.3M
Diversified, LLC 0.72% Reduce -1.8% 12,500 $5.3M
Householder Group Estate & Retirement Specialist, LLC 1.56% Add +4.0% 12,493 $5.3M
Capital Management Associates 6.25% Reduce -2.7% 12,473 $5.2M
One Wealth Advisors, LLC 0.91% Add +9.4% 12,424 $5.2M
QVR LLC 0.89% New 12,398 $5.2M
Archer Investment Corp 1.57% Add +1.4% 12,394 $5.2M
Silver Lake Advisory, LLC 1.26% Add +0.4% 12,379 $5.2M
Faithward Advisors, LLC 0.95% Add +97.9% 12,378 $5.2M
Wealth Advisory Solutions, LLC 1.34% Reduce -4.0% 12,344 $5.2M
Covenant Partners, LLC 1.51% No change 12,326 $5.2M
KKM Financial LLC 2.53% Reduce -4.3% 12,326 $5.2M
Old North State Trust, LLC 4.37% — 12,305 $5.2M
Fuller & Thaler Asset Management, Inc. 0.02% Reduce -3.5% 12,295 $5.2M
Spectrum Asset Management, Inc. (NB/CA) 2.22% Add +0.7% 12,291 $5.2M
Register Financial Advisors LLC 2.68% Add +24.2% 12,258 $5.2M
HighVista Strategies LLC 1.84% Reduce -15.2% 12,258 $5.2M
ERn Financial, LLC 0.89% Add +1.4% 12,248 $5.2M
Empirical Asset Management, LLC 2.48% Add +265.6% 25,333 $5.2M
Crescent Sterling, Ltd. 4.69% Reduce -3.2% 12,235 $5.1M
Advus Financial Partners, LLC 1.59% Reduce -4.2% 12,235 $5.1M
Walker Asset Management, LLC 3.39% Add +0.2% 12,204 $5.1M
Permanens Capital L.P. 0.63% Add +8.0% 12,195 $5.1M
Compass Wealth Management LLC 1.28% Add +4.0% 12,194 $5.1M
Wolff Wiese Magana LLC 4.41% Reduce -2.8% 12,171 $5.1M
Pinnacle Holdings, LLC 2.11% Reduce -6.1% 12,160 $5.1M
Miller Investment Management, LP 0.65% No change 12,155 $5.1M
Arax Advisory Partners 0.54% Reduce -5.3% 12,155 $5.1M
Argent Advisors, Inc. 2.02% Add +8.7% 12,153 $5.1M
Paragon Advisors, LLC 2.06% Add +102.8% 12,151 $5.1M
Tilia Fiduciary Partners, Inc. 4.15% Add +5.4% 12,150 $5.1M
Sustainable Insight Capital Management, LLC 3.69% Reduce -14.1% 12,147 $5.1M
JPL Wealth Management, LLC 2.82% Add +21.0% 12,136 $5.1M
Wealthquest Corp 0.55% Reduce -15.2% 12,129 $5.1M
Vickerman Investment Advisors, Inc. 1.65% Reduce -1.7% 12,124 $5.1M
Altus Wealth Group LLC 2.55% Add +0.0% 12,112 $5.1M
Terra Nova Asset Management LLC 4.05% Add +2.5% 12,098 $5.1M
Bellwether Advisors, LLC 1.12% Reduce -13.3% 12,092 $5.1M
Derbend Asset Management 2.51% Reduce -2.3% 12,090 $5.1M
Palouse Capital Management, Inc. 3.36% Reduce -7.5% 12,089 $5.1M
Brookmont Capital Management 2.67% Reduce -24.7% 12,087 $5.1M
FengHe Fund Management Pte. Ltd. 0.64% No change 12,070 $5.1M
WealthBridge Capital Management, LLC 1.71% Add +0.5% 12,067 $5.1M
Forte Asset Management LLC 3.07% No change 12,030 $5.1M
KWB Wealth 0.68% Reduce -4.8% 12,024 $5.1M
Gitterman Wealth Management, LLC 1.96% Reduce -8.0% 12,020 $5.1M
Orion Capital Management LLC 2.69% Reduce -1.6% 12,020 $5.1M
Marvin & Palmer Associates Inc. 5.01% Reduce -2.1% 12,017 $5.1M
Crystal Rock Capital Management 2.94% No change 12,000 $5.0M
Greenup Street Wealth Management LLC 1.26% Reduce -2.3% 11,974 $5.0M
Channing Global Advisors, LLC 4.28% Reduce -0.6% 11,971 $5.0M
Absoluto Partners Gestao de Recursos Ltda 2.36% New 11,966 $5.0M
Twin Peaks Wealth Advisors, LLC 2.79% Reduce -4.1% 11,937 $5.0M
Forza Wealth Management, LLC 2.61% No change 11,914 $5.0M
Angeles Investment Advisors, LLC 0.27% Reduce -42.2% 11,913 $5.0M
Cacti Asset Management LLC 0.40% Reduce -0.8% 11,630 $5.0M
Hikari Tsushin, Inc. 0.40% No change 11,889 $5.0M
Cahill Financial Advisors Inc. 0.68% Reduce -23.2% 11,875 $5.0M
Schear Investment Advisers, LLC 4.00% Add +5.6% 11,853 $5.0M
Guidance Capital, Inc. 1.84% Add +21.7% 12,056 $5.0M
Legacy Capital Group California, Inc. 1.84% Reduce -7.6% 11,842 $5.0M
Coston, McIsaac & Partners 1.60% Add +0.5% 11,842 $5.0M
Dudley & Shanley, Inc. 0.84% Reduce -7.8% 11,834 $5.0M
Towercrest Capital Management 0.84% Add +10.3% 11,828 $5.0M
Schulhoff & Co. Inc. 2.18% Add +0.5% 11,824 $5.0M
Burt Wealth Advisors 1.26% Add +2.3% 11,810 $5.0M
Wynn Capital, LLC 3.84% Reduce -2.2% 11,807 $5.0M
Sierra Capital LLC 0.65% Add +12.5% 11,797 $5.0M
Triton Financial Group Inc 3.52% Reduce -9.2% 11,783 $5.0M
Mendel Capital Management LLC 3.28% Reduce -2.9% 11,772 $5.0M
Vivid Wealth Management, LLC 3.10% Add +0.5% 11,770 $5.0M
Midwest Professional Planners, LTD. 1.74% Add +34.6% 11,763 $4.9M
Ullmann Wealth Partners Group, LLC 0.73% Add +10.0% 11,746 $4.9M
Seeds Investor LLC 4.55% Add +116.4% 11,741 $4.9M
Wealthstream Advisors, Inc. 1.87% Add +5.8% 11,737 $4.9M
Indiana Trust & Investment Management Co 1.99% Add +25.9% 11,736 $4.9M
Point72 Italy, S.r.l. 2.02% Reduce -77.3% 11,727 $4.9M
Todd Asset Management LLC 0.10% No change 11,723 $4.9M
New Century Financial Group, LLC 3.42% Add +1.6% 11,718 $4.9M
Dagco, Inc. 2.24% Add +655.3% 11,715 $4.9M
Cornercap Investment Counsel Inc. 0.76% Add +5.7% 11,711 $4.9M
Arvest Trust Co. N A 0.28% Reduce -1.8% 11,711 $4.9M
Affiance Financial, LLC 1.33% Add +0.6% 11,670 $4.9M
Fortem Financial Group, LLC 2.16% Reduce -2.9% 11,671 $4.9M
Bigelow Investment Advisors, LLC 2.41% Add +3.4% 11,651 $4.9M
Insight Wealth Strategies, LLC 0.72% Reduce -12.7% 11,642 $4.9M
Eisler Capital (US) LLC 1.67% Reduce -23.5% 11,629 $4.9M
STAR Financial Bank 4.18% Reduce -3.7% 11,627 $4.9M
GoalVest Advisory LLC 1.63% Add +22.1% 11,619 $4.9M
Ssi Investment Management LLC 1.93% Reduce -0.8% 11,595 $4.9M
Robbins Farley 2.68% Add +3.2% 11,589 $4.9M
MeadowBrook Investment Advisors LLC 4.62% Reduce -5.1% 11,586 $4.9M
Emerald Advisors, LLC 0.86% Reduce -1.2% 11,542 $4.9M
River Street Advisors LLC 3.28% Add +8.2% 11,538 $4.9M
Rappaport Reiches Capital Management, LLC 1.52% Add +40.3% 11,524 $4.8M
Ardsley Advisory Partners LP 0.69% Add +35.3% 11,500 $4.8M
LongView Wealth Management 1.91% Reduce -1.6% 11,482 $4.8M
Tectonic Advisors LLC 0.37% Reduce -4.2% 11,466 $4.8M
Deane Retirement Strategies, Inc. 2.45% Add +379.6% 11,449 $4.8M
Northstar Group, Inc. 0.98% Add +4.5% 11,438 $4.8M
Syntegra Private Wealth Group, LLC 0.62% Add +13.5% 11,434 $4.8M
Financial Gravity Asset Management, Inc. 1.35% Reduce -93.5% 12,787 $4.8M
Pacific Wealth Strategies Group, Inc. 4.02% Add +0.8% 11,429 $4.8M
Bouchey Financial Group, Ltd. 0.47% Add +0.7% 11,414 $4.8M
Advanced Portfolio Management, LLC 9.05% Add +2.9% 11,388 $4.8M
Redmond Asset Management, LLC 1.52% Reduce -1.7% 11,380 $4.8M
Proathlete Wealth Management LLC 2.54% Reduce -0.9% 11,371 $4.8M
JAT Capital Mgmt LP 0.63% Reduce -86.4% 11,370 $4.8M
Mb, Levis & Associates, LLC 2.56% Reduce -0.3% 11,310 $4.8M
StoneCrest Wealth Management, Inc. 4.11% Reduce -1.8% 11,309 $4.8M
Zimmer Partners, LP 0.10% No change 11,300 $4.8M
Renasant Bank 3.38% Add +4.0% 11,281 $4.7M
Investment Advisory Group, LLC 1.96% Add +2.3% 11,272 $4.7M
Smith Shellnut Wilson LLC 2.51% Reduce -0.8% 11,261 $4.7M
McElhenny Sheffield Capital Management, LLC 1.69% Reduce -0.2% 11,257 $4.7M
Left Brain Wealth Management, LLC 2.29% Add +4.3% 11,250 $4.7M
Financial Strategies Group, Inc. 1.27% Add +16.2% 11,099 $4.7M
CM Wealth Advisors LLC 1.35% Add +9.0% 11,536 $4.7M
Hamilton Capital, LLC 0.35% Reduce -1.1% 11,219 $4.7M
D.B. Root & Company, LLC 1.59% Reduce -2.6% 11,213 $4.7M
Cypress Wealth Services, LLC 1.10% Add +13.6% 11,199 $4.7M
Rakuten Securities, Inc. 2.06% Reduce -15.5% 11,197 $4.7M
Cim, LLC 0.71% Add +0.4% 11,183 $4.7M
RW Investment Management LLC 0.65% Add +4.2% 11,155 $4.7M
Purus Wealth Management, LLC 2.31% Add +0.2% 11,143 $4.7M
Entropy Technologies, LP 0.50% New 11,141 $4.7M
Cladis Investment Advisory, LLC 3.43% Reduce -10.6% 11,103 $4.7M
Pine Harbor Wealth Management, LLC 2.94% Reduce -0.1% 11,098 $4.7M
Virginia Wealth Management Group, Inc. 3.81% Reduce -5.6% 11,098 $4.7M
Gables Capital Management Inc. 2.57% Reduce -1.1% 11,083 $4.7M
Commons Capital, LLC 6.78% Add +3.9% 11,075 $4.7M
CCG Wealth Management, LLC 2.81% Add +8.8% 11,070 $4.7M
PFW Advisors LLC 1.42% Add +2.2% 11,055 $4.7M
Second Line Capital, LLC 1.51% Add +5.1% 11,054 $4.7M
Financial Council, LLC 2.74% Add +11.8% 11,030 $4.6M
Blackhawk Capital Partners, LLC 2.89% Add +1.7% 11,025 $4.6M
WR Wealth Planners, LLC 1.44% Add +2.6% 11,016 $4.6M
JFS Wealth Advisors, LLC 0.37% Reduce -3.6% 11,005 $4.6M
Buck Wealth Strategies, LLC 1.59% Reduce -41.1% 11,004 $4.6M
Redwood Wealth Management Group, LLC 4.91% Reduce -4.6% 11,004 $4.6M
Quad-Cities Investment Group, LLC 2.70% Reduce -3.3% 10,986 $4.6M
Menard Financial Group LLC 3.87% Add +14.1% 10,941 $4.6M
Mainsail Financial Group, LLC 3.17% Add +3.9% 10,939 $4.6M
Prosperitas Financial LLC 2.95% Add +8.6% 10,934 $4.6M
Counterweight Ventures, LLC 3.70% Reduce -2.0% 10,921 $4.6M
First Bancorp, Inc 3.48% Reduce -3.2% 10,918 $4.6M
Front Street Capital Management, Inc. 0.86% Reduce -1.7% 10,908 $4.6M
Sterling Investment Management, LLC 3.23% Reduce -0.2% 10,887 $4.6M
Meadow Creek Wealth Advisors LLC 3.19% Add +2.4% 10,887 $4.6M
Central Asset Investments & Management Holdings (HK) Ltd 5.52% Reduce -44.1% 10,879 $4.6M
Alesco Advisors, LLC, An ESL Co 0.15% Add +3.4% 10,877 $4.6M
Cavalier Investments, LLC 1.67% Add +7.2% 10,864 $4.6M
Davies Financial Advisors, Inc. 4.66% — 10,845 $4.6M
Kessler Investment Group, LLC 2.83% Reduce -28.8% 10,841 $4.6M
tru Independence LLC 1.34% Reduce -3.2% 10,841 $4.6M
Delphi Financial Group, Inc. 3.00% No change 10,800 $4.5M
Parametrica Management Ltd 6.55% Add +2.3% 10,788 $4.5M
Geneva Capital Management LLC 0.08% Reduce -4.7% 10,781 $4.5M
Shay Capital LLC 1.33% Add +9.9% 10,775 $4.5M
Taylor Hoffman Wealth Management 1.92% Reduce -2.2% 10,769 $4.5M
Cantor Fitzgerald, L. P. 1.09% Add +42.8% 10,764 $4.5M
Benchmark Financial Wealth Advisors, LLC 1.73% Add +2.1% 10,746 $4.5M
Gould Capital, LLC 3.18% Reduce -22.9% 10,742 $4.5M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.86% No change 10,728 $4.5M
Five Oceans Advisors 2.32% Reduce -0.7% 10,717 $4.5M
Pinkerton Wealth, LLC 0.72% Add +15.6% 10,717 $4.5M
Rockingstone Advisors LLC 2.32% Reduce -3.1% 10,697 $4.5M
Alternative Investment Advisors, LLC. 2.71% Reduce -3.4% 10,597 $4.5M
Fermata Advisors, LLC 1.01% Reduce -4.5% 10,690 $4.5M
Independent Wealth Network Inc. 2.11% Add +11.6% 10,685 $4.5M
Rational Advisors, Inc. 0.43% Reduce -17.2% 10,680 $4.5M
MADDEN SECURITIES Corp 2.07% Reduce -5.7% 10,678 $4.5M
Aire Advisors, LLC 1.01% Add +1.5% 10,650 $4.5M
Nvest Financial, LLC 2.99% Reduce -3.3% 10,666 $4.5M
Levy Wealth Management Group, LLC 1.26% No change 11,924 $4.5M
Diversified Investment Strategies, LLC 3.02% Reduce -1.4% 10,657 $4.5M
Elevated Capital Advisors, LLC 1.28% Add +5.1% 10,656 $4.5M
Samalin Investment Counsel, LLC 2.14% Reduce -7.8% 10,655 $4.5M
Well Done, LLC 0.88% Reduce -4.3% 10,645 $4.5M
Ellenbecker Investment Group 0.94% Add +4.6% 10,644 $4.5M
FFT Wealth Management LLC 0.39% Add +14.7% 10,641 $4.5M
Privium Fund Management (UK) Ltd 2.22% Add +43.3% 10,567 $4.5M
Crew Capital Management, Ltd 3.64% Add +24.5% 10,635 $4.5M
Raleigh Capital Management Inc. 1.93% Add +40.5% 10,621 $4.5M
Proffitt & Goodson Inc. 0.79% Reduce -2.0% 10,621 $4.5M
Semus Wealth Partners LLC 3.76% Reduce -3.4% 10,612 $4.5M
Patriot Investment Management Group, Inc. 0.35% Reduce -4.2% 10,612 $4.5M
PCA Investment Advisory Services Inc. 2.51% Add +2.5% 10,609 $4.5M
Prentice Wealth Management LLC 1.55% Add +5.5% 10,586 $4.5M
Cascade Investment Advisors, Inc. 2.90% Reduce -4.8% 10,576 $4.4M
Arcataur Capital Management LLC 1.60% Reduce -0.1% 10,553 $4.4M
CKW Financial Group 0.58% Reduce -0.9% 10,442 $4.4M
Keene & Associates, Inc. 3.30% Reduce -1.7% 10,519 $4.4M
Tsfg, LLC 1.12% Add +3.4% 10,512 $4.4M
Access Financial Services, Inc. 1.98% Reduce -0.2% 10,506 $4.4M
GEM Asset Management, LLC 2.97% Add +1.4% 10,728 $4.4M
Savvy Advisors, Inc. 2.55% Add +24.2% 10,499 $4.4M
Keynote Financial Services LLC 3.73% — 10,494 $4.4M
XR Securities LLC 1.29% New 10,462 $4.4M
McAlister, Sweet & Associates, Inc. 3.46% Add +1.4% 10,460 $4.4M
Omnia Family Wealth, LLC 2.06% Add +5.0% 10,459 $4.4M
Affinity Investment Advisors, LLC 3.20% Reduce -29.8% 10,435 $4.4M
Bullseye Investment Management, LLC 2.68% Reduce -3.4% 10,432 $4.4M
Exchange Bank 3.61% Reduce -2.7% 10,428 $4.4M
Driehaus Capital Management LLC 0.04% Reduce -4.7% 10,417 $4.4M
Privium Fund Management B.V. 1.28% Reduce -35.0% 10,400 $4.4M
Financial Sense Advisors, Inc. 1.55% Reduce -0.4% 10,388 $4.4M
Strata Wealth Advisors, LLC 1.53% Add +52.6% 10,366 $4.4M
Peninsula Wealth, LLC 0.87% Add +0.5% 10,366 $4.4M
Oxinas Partners, LLC 2.83% Reduce -9.4% 10,357 $4.4M
Game Creek Capital, LP 2.36% Reduce -4.4% 10,350 $4.4M
HF Advisory Group, LLC 2.43% Reduce -2.9% 10,346 $4.4M
Rf&l Wealth Management, LLC 3.35% No change 10,335 $4.3M
Asset Management Group, Inc. 0.66% Add +0.4% 10,297 $4.3M
Norris Financial Group, LLC 2.37% Reduce -1.5% 10,272 $4.3M
Greenline Partners, LLC 0.69% Reduce -0.5% 10,251 $4.3M
MWA Asset Management 3.12% Reduce -0.6% 10,243 $4.3M
17 Capital Partners, LLC 3.19% No change 10,239 $4.3M
Source Financial Advisors LLC 1.31% Reduce -4.6% 10,235 $4.3M
Etesian Wealth Advisors, Inc. 2.47% Reduce -1.0% 10,229 $4.3M
Wulff, Hansen & Co. 4.29% Reduce -6.5% 10,222 $4.3M
MRP Capital Investments, LLC 4.30% Add +1.2% 10,211 $4.3M
Opal Wealth Advisors, LLC 1.45% Reduce -6.4% 10,179 $4.3M
Hillsdale Investment Management Inc. 0.34% Add +1.3% 10,179 $4.3M
Baker Boyer National Bank 1.47% Reduce -4.2% 10,156 $4.3M
New Jersey Better Educational Savings Trust 8.05% No change 10,124 $4.3M
PICTET BANK & TRUST Ltd 4.48% Reduce -9.7% 10,158 $4.3M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.13% Reduce -59.9% 10,088 $4.2M
Peterson Wealth Management 3.06% Add +20.6% 10,070 $4.2M
WealthTrust Asset Management, LLC 3.23% Add +34.6% 10,069 $4.2M
Swisher Financial Concepts, Inc. 3.67% Add +0.0% 9,921 $4.2M
Landaas & Co. /Wi 1.37% Add +1.0% 10,037 $4.2M
Tyler-Stone Wealth Management 1.87% Add +5.9% 10,030 $4.2M
Carson Advisory Inc. 2.96% Add +1.4% 9,989 $4.2M
Three Seasons Wealth, LLC 2.94% Add +29.9% 9,970 $4.2M
Caldwell Sutter Capital, Inc. 2.02% Reduce -4.1% 9,955 $4.2M
Evernest Financial Advisors, LLC 1.98% Reduce -10.5% 10,489 $4.2M
Cascade Investment Group, Inc. 3.13% No change 9,939 $4.2M
Patrick M Sweeney & Associates, Inc. 3.44% Add +0.0% 9,935 $4.2M
Robinswood Financial LLC 1.78% Reduce -1.8% 9,833 $4.2M
Clarity Wealth Advisors, LLC 1.41% Add +3.3% 9,903 $4.2M
1900 Wealth Management LLC 0.38% Reduce -24.6% 9,880 $4.2M
CoreFirst Bank & Trust 2.60% Reduce -2.7% 9,871 $4.2M
Oak Asset Management, LLC 1.55% Reduce -0.8% 9,871 $4.2M
Vienna Asset Management LLC 3.78% Add +21.0% 9,860 $4.1M
Perissos Private Wealth Management, LLC 3.75% — 9,821 $4.1M
Conway Capital Management, Inc. 2.31% Add +3.7% 9,800 $4.1M
Herr Investment Group LLC 1.28% Add +1.3% 9,787 $4.1M
Integrity Financial Corp 2.82% Add +1.1% 9,774 $4.1M
Werba Rubin Papier Wealth Management 1.19% Add +4.3% 9,765 $4.1M
Gateway Wealth Partners, LLC 1.47% Add +18.4% 9,765 $4.1M
Hoxton Planning & Management, LLC 1.96% Add +5.4% 9,748 $4.1M
West Bancorporation Inc. 2.69% Reduce -10.8% 9,746 $4.1M
Leibman Financial Services, Inc. 3.15% Add +0.9% 9,745 $4.1M
Signature Wealth Management Group 1.86% Reduce -2.4% 10,260 $4.1M
West Paces Advisors Inc. 1.08% Add +5.2% 9,725 $4.1M
Affinity Capital Advisors, LLC 0.91% Reduce -1.0% 9,720 $4.1M
Satovsky Asset Management LLC 1.20% Reduce -4.6% 9,805 $4.1M
Pinion Investment Advisors, LLC 2.12% Reduce -3.7% 9,708 $4.1M
Riverpark Capital Management LLC 5.59% Add +2.2% 9,690 $4.1M
Lumbard & Kellner, LLC 1.98% Reduce -1.3% 9,680 $4.1M
TMD Wealth Management, LLC 0.95% Reduce -1.6% 9,672 $4.1M
Rbo & Co. LLC 0.68% No change 9,670 $4.1M
AAFMAA Wealth Management & Trust LLC 2.22% Add +23.2% 9,669 $4.1M
Invenio Wealth Partners LLC 2.19% Add +5.0% 9,668 $4.1M
Tributary Capital Management, LLC 0.33% Reduce -1.3% 9,668 $4.1M
Capitol Family Office, Inc. 5.25% Add +0.8% 9,639 $4.1M
Barrett & Company, Inc. 1.92% Reduce -5.5% 9,635 $4.1M
Alta Wealth Advisors LLC 2.06% Add +1.2% 9,634 $4.1M
Pullen Investment Management, LLC 3.42% — 9,633 $4.1M
Clear Rock Advisors, LLC 1.76% Add +0.9% 9,624 $4.0M
Massachusetts Wealth Management 2.85% Add +1.3% 9,615 $4.0M
Advance Capital Management, Inc. 0.28% Add +2.2% 9,614 $4.0M
Pring Turner Capital Group Inc. 2.95% Reduce -0.1% 9,613 $4.0M
Gibbs Wealth Management 2.32% — 9,604 $4.0M
American Institute for Advanced Investment Management, LLP 3.19% Reduce -0.5% 9,600 $4.0M
Woodard & Co. Asset Management Group Inc. 1.08% Add +1.3% 9,599 $4.0M
Goldstein Advisors, LLC 0.69% Add +0.1% 9,599 $4.0M
Clark Financial Services Group Inc. 4.85% Add +11.8% 9,563 $4.0M
BlackDiamond Wealth Management, LLC 2.86% Add +3.8% 9,552 $4.0M
Sachetta, LLC 1.90% No change 10,632 $4.0M
MBA Advisors LLC 2.07% Reduce -1.1% 9,495 $4.0M
Richard W. Paul & Associates, LLC 1.59% Reduce -6.8% 9,477 $4.0M
Alliance Wealth Advisors, LLC 2.51% Reduce -1.2% 9,454 $4.0M
Fairbanks Capital Management, Inc. 2.74% Reduce -1.2% 9,453 $4.0M
Whitford Management LLC 2.24% Reduce -79.5% 9,441 $4.0M
Arvin Capital Management LP 1.83% Reduce -31.3% 9,434 $4.0M
Inspire Trust Co, N.A. 2.22% Add +18.0% 9,432 $4.0M
SkyView Investment Advisors, LLC 0.74% Add +17.1% 9,429 $4.0M
Flaharty Asset Management, LLC 0.59% Reduce -2.7% 9,418 $4.0M
Focused Wealth Management, Inc 0.62% Add +0.8% 9,414 $4.0M
HT Partners LLC 1.43% Reduce -0.7% 9,411 $4.0M
Global Strategic Investment Solutions, LLC 0.46% Add +4.8% 9,410 $4.0M
Paragon Financial Partners, Inc. 3.25% Reduce -0.5% 9,397 $4.0M
Libra Wealth LLC 1.73% Reduce -2.3% 9,397 $4.0M
Unique Wealth Strategies, LLC 1.94% Reduce -3.0% 9,396 $4.0M
Silvia McColl Wealth Management, LLC 3.39% Add +10.8% 9,338 $4.0M
Kapstone Financial Advisors LLC 2.69% Add +1.0% 9,390 $4.0M
Insight Inv LLC 3.42% No change 9,377 $3.9M
Oliver Lagore Vanvalin Investment Group 1.19% Add +19.7% 9,375 $3.9M
Summit Financial Wealth Advisors, LLC 0.80% Reduce -0.7% 9,347 $3.9M
Apeiron RIA LLC 1.14% Reduce -0.4% 9,343 $3.9M
Marshall Financial Group, LLC 1.13% Add +2.3% 9,343 $3.9M
Accuvest Global Advisors 1.71% Reduce -5.3% 9,317 $3.9M
Boulder Hill Capital Management LP 1.61% Add +55.0% 9,300 $3.9M
Mayport, LLC 1.49% Add +0.8% 9,293 $3.9M
Wagner Wealth Management, LLC 1.19% Add +1.1% 9,274 $3.9M
KLR Investment Advisors, LLC 2.82% Add +0.4% 9,719 $3.9M
Red Wave Investments LLC 1.46% Add +4.5% 9,246 $3.9M
Lodestar Private Asset Management LLC 0.55% Add +2.0% 9,223 $3.9M
Beirne Wealth Consulting Services, LLC 1.64% Reduce -42.5% 9,216 $3.9M
Midwest Financial Group LLC 2.60% Add +0.0% 9,214 $3.9M
Indie Asset Partners, LLC 3.45% Add +1.9% 9,213 $3.9M
GenTrust, LLC 0.24% Add +28.8% 9,209 $3.9M
Pathway Financial Advisers, LLC 1.40% Reduce -1.1% 9,195 $3.9M
Legacy Advisory Services, LLC 3.67% Reduce -11.4% 9,194 $3.9M
Balefire, LLC 1.39% Reduce -6.4% 9,183 $3.9M
Firethorn Wealth Partners, LLC 2.27% Add +4.3% 9,169 $3.9M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.59% Reduce -68.0% 9,159 $3.9M
Cross Staff Investments Inc 3.24% Reduce -6.0% 9,157 $3.9M
Grace & White Inc. 0.70% No change 9,150 $3.8M
Pointe Capital Management LLC 2.35% Reduce -0.3% 9,149 $3.8M
VERITY Wealth Advisors 2.95% Add +3.5% 9,141 $3.8M
Bain Capital Public Equity, LP 3.16% Reduce -22.5% 9,120 $3.8M
Berkeley, Inc 2.32% Reduce -0.0% 9,117 $3.8M
Fiducient Advisors LLC 0.76% Add +34.5% 9,117 $3.8M
Unique Wealth, LLC 1.08% Add +22.2% 9,105 $3.8M
Laraway Financial Advisors Inc 3.38% Reduce -0.6% 9,101 $3.8M
Palisades Hudson Asset Management, L.P. 1.74% Reduce -0.7% 9,096 $3.8M
DMC Group, LLC 3.31% Add +10.4% 9,093 $3.8M
Cardinal Strategic Wealth Guidance 1.43% Reduce -7.0% 9,068 $3.8M
Truvestments Capital LLC 1.46% Reduce -12.4% 9,048 $3.8M
Knightsbridge Asset Management, LLC 1.09% No change 10,121 $3.8M
Integral Investment Advisors, Inc. 1.58% Add +230.7% 9,031 $3.8M
Intrinsic Value Partners, LLC 4.05% Reduce -3.9% 9,034 $3.8M
Ifrah Financial Services, Inc. 1.07% Reduce -17.3% 9,033 $3.8M
Braun-Bostich & Associates Inc. 3.18% Reduce -8.7% 9,031 $3.8M
Audent Global Asset Management, LLC 3.88% Add +20.2% 9,011 $3.8M
Eagle Bluffs Wealth Management LLC 2.35% Add +0.0% 9,008 $3.8M
Signature Wealth Management Partners, LLC 3.08% Reduce -12.1% 8,995 $3.8M
Beacon Capital Management, LLC 0.77% Add +5.9% 8,984 $3.8M
Dimension Capital Management LLC 0.75% Add +4.5% 8,979 $3.8M
Southland Equity Partners LLC 1.06% Add +8.3% 8,968 $3.8M
Caliber Wealth Management, LLC 2.00% Reduce -1.1% 8,961 $3.8M
Abacus Wealth Partners, LLC 0.63% Reduce -1.0% 8,951 $3.8M
Cooper/Haims Advisors, LLC 2.19% Add +43.1% 8,938 $3.8M
LJI Wealth Management, LLC 0.97% Reduce -4.1% 8,938 $3.8M
Campbell Wealth Management 0.37% Add +45.7% 8,937 $3.8M
Falcon Wealth Planning 0.60% Add +0.8% 8,933 $3.8M
Argus Investors' Counsel, Inc. 2.31% Reduce -3.3% 8,930 $3.8M
Garner Asset Management Corp 1.42% Add +4.0% 8,920 $3.8M
Evergreen Wealth Management, LLC 2.54% No change 8,916 $3.8M
Evolution Wealth Advisors, LLC 0.72% Add +3.3% 8,912 $3.7M
Fi3 FINANCIAL ADVISORS, LLC 1.72% Add +11.6% 9,195 $3.7M
Tortoise Investment Management, LLC 0.45% Add +0.8% 8,877 $3.7M
Northern Financial Advisors Inc 2.91% Reduce -1.1% 8,875 $3.7M
Salvus Wealth Management, LLC 2.55% Add +4.5% 8,868 $3.7M
Islay Capital Management, LLC 2.80% Add +2.8% 8,868 $3.7M
Wormser Freres Gestion 2.55% Reduce -3.0% 8,604 $3.7M
Charter Oak Capital Management, LLC 0.40% Add +11.1% 8,845 $3.7M
High Falls Advisors, Inc 0.94% Add +6.3% 8,839 $3.7M
Monte Financial Group, LLC 1.63% Reduce -2.6% 8,837 $3.7M
IAM Advisory, LLC 1.02% Reduce -7.1% 8,833 $3.7M
Delta Capital Management LLC 2.50% No change 8,830 $3.7M
Beacon Financial Advisory LLC 1.81% Add +2.6% 8,825 $3.7M
Portfolio Strategies, Inc. 0.25% Add +124.1% 8,810 $3.7M
MKT Advisors LLC 2.03% Add +10.1% 8,755 $3.7M
Sunburst Financial Group, LLC 1.05% Reduce -3.4% 8,727 $3.7M
Tarbox Family Office, Inc. 0.65% Add +6.4% 8,788 $3.7M
Mason & Associates Inc 0.98% Add +12.3% 8,777 $3.7M
Oxford Wealth Group, LLC 3.36% — 8,770 $3.7M
Boomfish Wealth Group, LLC 2.48% Reduce -9.3% 8,755 $3.7M
Legacy Bridge, LLC 2.15% Reduce -0.1% 8,750 $3.7M
Goepper Burkhardt LLC 1.71% Add +11.3% 8,853 $3.7M
Retirement Planning Co of New England, Inc. 2.01% Reduce -15.3% 8,726 $3.7M
Edmonds Duncan Registered Investment Advisors, LLC 0.92% No change 8,716 $3.7M
Vigilare Wealth Management 1.80% Reduce -23.3% 8,697 $3.7M
Brass Tax Wealth Management, Inc. 1.91% — 8,694 $3.7M
Wilson & Boucher Capital Management, LLC 2.88% Add +1.9% 8,693 $3.7M
Barden Capital Management, Inc. 3.53% Reduce -19.3% 8,684 $3.7M
Windmill Hill Asset Management Ltd 1.31% Reduce -0.9% 8,680 $3.7M
Ellis Investment Partners, LLC 0.79% Add +1.8% 8,679 $3.7M
Willis Johnson & Associates, Inc. 0.32% Add +11.6% 8,673 $3.6M
LWM Advisory Services, LLC 2.92% Add +0.3% 8,660 $3.6M
Granger Management LLC 0.72% Add +3.1% 8,628 $3.6M
Dechtman Wealth Management, LLC 0.85% Reduce -1.3% 8,627 $3.6M
Cutter & CO Brokerage, Inc. 0.89% Reduce -2.0% 8,617 $3.6M
Almanack Investment Partners, LLC. 0.62% Add +14.3% 8,607 $3.6M
Nicholas Wealth, LLC. 2.80% Add +3.0% 8,603 $3.6M
Zimmermann Investment Management & Planning LLC 1.30% Reduce -4.6% 8,596 $3.6M
Legacy Financial Group LLC 0.73% Add +1181.1% 8,596 $3.6M
Cora Capital Advisors LLC 1.93% Add +0.1% 8,595 $3.6M
Platinum Investment Management Ltd. 0.15% Reduce -67.0% 8,589 $3.6M
Kohmann Bosshard Financial Services, LLC 0.50% Add +4.4% 8,559 $3.6M
Aspire Private Capital, LLC 0.95% Add +9.2% 8,547 $3.6M
VELA Investment Management, LLC 1.32% Reduce -0.6% 8,528 $3.6M
Towerpoint Wealth, LLC 1.80% Add +2.1% 8,526 $3.6M
Cherry Tree Wealth Management, LLC 0.90% Add +2.0% 8,525 $3.6M
Westhampton Capital, LLC 1.96% Add +0.6% 8,524 $3.6M
Horizon Kinetics Asset Management LLC 0.07% Reduce -5.7% 8,523 $3.6M
Astoria Portfolio Advisors LLC. 1.39% Add +7.7% 8,654 $3.6M
Heritage Wealth Management, LLC 1.82% Add +1.1% 8,504 $3.6M
Twin Lakes Capital Management, LLC 2.41% Add +0.1% 8,492 $3.6M
Warren Street Wealth Advisors, LLC 1.77% Add +25.5% 8,492 $3.6M
Waycross Investment Management Co 3.33% Add +2.7% 8,490 $3.6M
Atlas Private Wealth Advisors 1.19% Reduce -54.0% 8,487 $3.6M
Brooktree Capital Management 2.75% Reduce -18.8% 8,484 $3.6M
Ninepoint Partners LP 0.45% Add +4.5% 8,460 $3.6M
Shaker Investments LLC 1.50% Reduce -0.1% 8,439 $3.6M
Baron Wealth Management LLC 1.88% No change 8,434 $3.5M
Prentiss Smith & Co. Inc. 2.49% Reduce -1.3% 8,429 $3.5M
East Coast Asset Management, LLC. 1.29% Reduce -2.0% 8,426 $3.5M
Verity Asset Management, Inc. 1.97% Add +3.0% 8,415 $3.5M
Walker Financial Services, Inc. 2.91% Reduce -3.5% 8,415 $3.5M
Capital Advisory Group Advisory Services, LLC 1.68% Add +3.5% 8,402 $3.5M
Alexander Randolph Advisory, Inc. 3.09% Reduce -0.8% 8,389 $3.5M
D. Scott Neal, Inc. 2.31% No change 8,386 $3.5M
FWG Holdings, LLC 1.89% Add +1.8% 8,552 $3.5M
Tsai Capital Corp 3.63% Reduce -23.4% 8,370 $3.5M
Titleist Asset Management, LLC 0.61% Add +4.4% 8,332 $3.5M
FSA Advisors, Inc. 3.75% Add +6.2% 8,321 $3.5M
Oliver Luxxe Assets LLC 0.73% Reduce -2.1% 8,310 $3.5M
Paces Ferry Wealth Advisors, LLC 2.24% Add +0.8% 8,304 $3.5M
Provident Trust Co. 0.06% No change 8,298 $3.5M
LSP Investment Advisors, LLC 1.88% No change 8,280 $3.5M
Rede Wealth, LLC 1.46% Add +1.4% 8,278 $3.5M
Heritage Financial Services, LLC 0.52% Add +3.4% 8,259 $3.5M
Benedetti & Gucer, Inc. 1.72% Reduce -2.1% 8,252 $3.5M
White Knight Strategic Wealth Advisors, LLC 3.61% Reduce -2.8% 8,251 $3.5M
Fidelity D & D Bancorp Inc. 2.61% Add +5.7% 8,249 $3.5M
Vanguard Capital Wealth Advisors 2.44% Add +0.6% 8,240 $3.5M
Cassady Schiller Wealth Management, LLC 1.55% Add +12.6% 8,233 $3.5M
Berkshire Money Management, Inc. 0.42% New 8,233 $3.5M
Opes Wealth Management LLC 0.80% Add +0.2% 8,233 $3.5M
Burns Matteson Capital Management, LLC 2.24% Add +6.5% 8,225 $3.5M
Banco BTG Pactual S.A. 1.07% Reduce -56.5% 8,207 $3.5M
Parkside Advisors LLC 0.89% Add +0.1% 8,204 $3.5M
Genesee Capital Advisors, LLC 1.88% Add +0.2% 8,165 $3.4M
New Capital Management LP 1.03% Reduce -37.0% 8,165 $3.4M
Lane & Associates LLC 2.16% Reduce -0.5% 8,160 $3.4M
Private Client Services, LLC 2.30% Add +84.5% 8,148 $3.4M
Birchcreek Wealth Management, LLC 1.80% Add +2.6% 8,145 $3.4M
Aua Capital Management, LLC 1.97% Reduce -1.0% 8,144 $3.4M
Select Asset Management & Trust 1.42% Reduce -3.6% 8,122 $3.4M
Rockbridge Investment Management, LCC 0.50% Reduce -0.1% 8,121 $3.4M
Ridgewood Investments LLC 1.81% Reduce -0.8% 8,107 $3.4M
Peak Financial Advisors LLC 2.08% Add +24.4% 8,101 $3.4M
Dalton Investments, Inc. 2.07% No change 8,100 $3.4M
Blue Square Asset Management, LLC 2.31% Reduce -2.6% 8,079 $3.4M
Running Point Capital Advisors, LLC 1.52% Reduce -20.5% 8,076 $3.4M
Washburn Capital Management, Inc. 2.51% Reduce -6.3% 8,075 $3.4M
Criterion Capital Advisors, LLC 2.26% Reduce -4.9% 8,061 $3.4M
New Covenant Trust Company, N.A. 3.38% — 8,043 $3.4M
Measured Wealth Private Client Group, LLC 1.18% Add +0.6% 8,028 $3.4M
Meridian Financial Advisors, LLC 2.52% Reduce -1.9% 8,027 $3.4M
SJS Investment Consulting Inc. 0.67% Add +3.4% 8,010 $3.4M
Forest Hill Capital, LLC 2.90% Reduce -20.0% 8,000 $3.4M
Promethos Capital, LLC 1.98% Add +35.6% 8,000 $3.4M
Gould Asset Management LLC 0.81% Reduce -9.8% 7,976 $3.4M
Round Hill Asset Management 2.03% Reduce -0.9% 7,959 $3.3M
KFA Private Wealth Group, LLC 1.04% Add +4.8% 7,958 $3.3M
Yost Capital Management, LP 5.18% Add +6.3% 7,950 $3.3M
Northwest Wealth Management, LLC 0.92% Add +9.7% 7,948 $3.3M
Guerra Pan Advisors, LLC 3.09% Reduce -10.5% 7,938 $3.3M
Groesbeck Investment Management Corp. 3.55% Reduce -0.9% 7,936 $3.3M
KOM Wealth Management Group, LLC 3.29% Reduce -10.4% 7,934 $3.3M
Objective Capital Management, LLC 2.25% Add +4.1% 7,931 $3.3M
Sunflower Bank, N.A. 0.75% Reduce -1.1% 7,930 $3.3M
Point72 Hong Kong Ltd 0.17% Reduce -46.6% 7,923 $3.3M
WealthCare Investment Partners, LLC 1.61% Reduce -0.6% 7,909 $3.3M
MinichMacGregor Wealth Management, LLC 0.85% Reduce -13.3% 7,826 $3.3M
Verum Partners LLC 1.18% Add +2.9% 7,885 $3.3M
Farrell Financial LLC 2.71% Add +3.0% 7,864 $3.3M
Glass Jacobson Investment Advisors llc 1.24% Reduce -7.2% 7,852 $3.3M
Merrion Investment Management Co, LLC 2.36% Reduce -8.7% 7,851 $3.3M
NorthStar Asset Management LLC 2.50% Add +1.1% 7,838 $3.3M
Lwmg, LLC 0.76% Reduce -5.5% 7,834 $3.3M
Peoples Bank 1.83% Reduce -3.6% 7,826 $3.3M
Patrick Mauro Investment Advisor, INC. 1.87% Reduce -12.8% 7,818 $3.3M
Williamson Legacy Group, LLC 2.55% Add +0.8% 7,811 $3.3M
Sterneck Capital Management, LLC 1.97% Reduce -0.3% 7,809 $3.3M
Legacy Financial Strategies, LLC 0.84% Add +8.8% 7,776 $3.3M
Wealth Quarterback LLC 1.82% Reduce -1.1% 7,757 $3.3M
Alhambra Investment Management LLC 1.78% Reduce -6.2% 7,736 $3.3M
Interchange Capital Partners, LLC 2.19% Reduce -2.1% 7,710 $3.2M
Castle Wealth Management LLC 1.70% Reduce -4.6% 7,717 $3.2M
Foresight Capital Management Advisors, Inc. 2.48% Add +3.0% 7,703 $3.2M
Mason & Associates, LLC 2.48% — 7,703 $3.2M
Park Edge Advisors, LLC 0.90% Add +15.6% 7,700 $3.2M
IRON Financial LLC 1.81% Reduce -5.7% 7,699 $3.2M
LYNX Capital Group Ltd. 2.18% Reduce -3.5% 7,690 $3.2M
Outlook Wealth Advisors, LLC 1.00% Reduce -1.0% 7,683 $3.2M
Safeguard Investment Advisory Group, LLC 1.10% Reduce -4.3% 7,676 $3.2M
N.E.W. Advisory Services LLC 0.36% Add +1.9% 7,675 $3.2M
Lakewood Asset Management LLC 2.20% Add +12.3% 7,675 $3.2M
Southern Capital Advisors, LLC 1.96% Reduce -0.7% 7,674 $3.2M
Power Wealth Management LLC 2.02% Reduce -9.3% 7,662 $3.2M
Orrstown Financial Services Inc. 1.79% Reduce -3.5% 7,640 $3.2M
Townsend & Associates, Inc 0.37% Reduce -3.7% 7,882 $3.2M
Iams Wealth Management, LLC 1.96% Reduce -1.8% 7,869 $3.2M
Latitude Advisors, LLC 2.01% Add +5.9% 7,625 $3.2M
Pine Ridge Advisers LLC 0.37% No change 7,610 $3.2M
Manchester Financial Inc. 0.83% Add +2.6% 7,599 $3.2M
Precedent Wealth Partners, LLC 1.37% Add +2.4% 7,598 $3.2M
Syntax Research, Inc. 2.43% Reduce -1.1% 7,575 $3.2M
First National Corp. /Ma/ 0.78% No change 8,455 $3.2M
Abel Hall, LLC 2.38% Add +2.0% 7,549 $3.2M
Kaizen Financial Strategies 2.16% Reduce -3.3% 7,546 $3.2M
First Citizens Financial Corp 1.88% Add +1.2% 7,533 $3.2M
Oder Investment Management, LLC 2.95% Add +0.1% 7,517 $3.2M
Spotlight Asset Group, Inc. 2.26% Add +6.8% 7,512 $3.2M
Clearwater Capital Advisors, LLC 0.34% Add +3.9% 7,508 $3.2M
Virtus Investment Advisers, LLC 2.31% Add +42.1% 7,498 $3.2M
Willner & Heller, LLC 3.14% Reduce -0.9% 7,489 $3.2M
Firestone Capital Management 0.88% Reduce -0.2% 7,487 $3.1M
FirstPurpose Wealth LLC 1.14% Add +1.8% 7,438 $3.1M
Calton & Associates, Inc. 1.53% Reduce -30.2% 7,480 $3.1M
Farrow Financial, Inc. 2.20% Reduce -4.2% 7,472 $3.1M
Montis Financial, LLC 1.49% Reduce -0.9% 7,469 $3.1M
Rosenberg Matthew Hamilton 0.91% Reduce -4.6% 7,401 $3.1M
Kintra Wealth, LLC 2.32% Reduce -16.6% 7,462 $3.1M
Arbor Investment Advisors, LLC 0.46% Add +0.4% 7,461 $3.1M
Tillman Hartley LLC 1.07% Add +17.3% 7,418 $3.1M
Summit Wealth & Retirement Planning, Inc. 1.11% Add +48.1% 7,415 $3.1M
Clark Asset Management, LLC 0.96% Add +0.2% 7,409 $3.1M
Acima Private Wealth, LLC 1.15% Reduce -5.0% 7,406 $3.1M
VCI Wealth Management LLC 2.10% Add +27.3% 7,392 $3.1M
Hill Island Financial LLC 1.03% Add +0.1% 7,380 $3.1M
Sage Capital Management, LLC 1.68% Reduce -0.0% 7,368 $3.1M
Intrepid Financial Planning Group LLC 1.34% Add +23.8% 7,362 $3.1M
Shira Ridge Wealth Management 1.77% Add +1.4% 7,337 $3.1M
One Day In July LLC 0.41% Add +21.5% 7,334 $3.1M
First Affirmative Financial Network 2.27% Reduce -0.7% 7,331 $3.1M
DecisionPoint Financial, LLC 1.23% Add +2.6% 7,591 $3.1M
Arlington Partners LLC 1.57% Reduce -49.9% 7,330 $3.1M
Black Swift Group, LLC 0.79% Add +631.5% 7,330 $3.1M
Joseph Group Capital Management 1.54% Add +15.2% 7,329 $3.1M
Human Investing LLC 0.62% Add +0.5% 7,321 $3.1M
Whalen Wealth Management Inc. 2.28% Add +29.4% 7,312 $3.1M
Pecaut & Co. 1.15% Reduce -2.7% 7,304 $3.1M
Prairie Wealth Advisors, Inc. 1.44% — 7,292 $3.1M
Advisory Resource Group 0.70% Add +1.1% 7,288 $3.1M
Weaver Capital Management LLC 0.87% Reduce -10.8% 7,287 $3.1M
Taylor Financial Group, Inc. 2.33% No change 7,284 $3.1M
Strategic Family Wealth Counselors, L.L.C. 1.21% Reduce -1.1% 7,276 $3.1M
Watershed Private Wealth LLC 1.35% Add +1.6% 7,265 $3.1M
Pinnacle Wealth Management, LLC 3.19% Reduce -8.3% 7,262 $3.1M
Keeler Thomas Management LLC 1.05% Reduce -3.3% 7,266 $3.1M
Resolute Wealth Strategies, LLC 1.85% Add +9.1% 7,251 $3.1M
Financial Advisory Group 0.54% Reduce -0.4% 7,245 $3.0M
Meridian Wealth Partners, LLC 0.55% Add +0.7% 7,241 $3.0M
BOS Asset Management, LLC 1.60% Add +2.8% 7,233 $3.0M
TrueWealth Advisors, LLC 1.17% Add +2.5% 7,225 $3.0M
SFG Wealth Management, LLC. 1.80% Add +0.3% 7,225 $3.0M
Aspen Wealth Strategies, LLC 2.10% Reduce -9.1% 7,219 $3.0M
Jessup Wealth Management, Inc 1.30% Add +3.9% 7,203 $3.0M
Private Capital Management, LLC 0.34% Reduce -3.4% 7,197 $3.0M
New Insight Wealth Advisors 1.89% Add +1.1% 7,197 $3.0M
Full Sail Capital, LLC 0.21% Reduce -3.7% 7,191 $3.0M
Schorn Wealth LLC 1.14% Add +29.6% 7,187 $3.0M
CastleKnight Management LP 0.46% Reduce -28.8% 7,175 $3.0M
Atlas Private Wealth Management, LLC 1.27% Reduce -2.0% 7,158 $3.0M
Silverleafe Capital Partners, LLC 1.24% Add +3.0% 7,157 $3.0M
Collective Family Office LLC 0.98% Add +9.9% 7,156 $3.0M
Eads & Heald Wealth Management 1.40% Reduce -11.5% 7,153 $3.0M
Eight 31 Financial, LLC 1.89% Add +16.1% 7,146 $3.0M
Fonville Wealth Management LLC 1.33% Add +77.6% 7,141 $3.0M
Gerber, LLC 2.52% Reduce -16.7% 7,124 $3.0M
Elevation Wealth Partners, LLC 1.50% Reduce -21.7% 7,122 $3.0M
WestHill Financial Advisors, Inc. 0.74% Reduce -4.6% 7,121 $3.0M
Trust Co 0.39% Reduce -8.4% 7,118 $3.0M
Community Bank of Raymore 1.40% Add +1.3% 7,098 $3.0M
BCS Wealth Management 0.96% Add +1.0% 7,094 $3.0M
Mascoma Wealth Management LLC 0.85% Reduce -2.9% 7,080 $3.0M
First International Bank & Trust 1.03% Reduce -7.8% 7,069 $3.0M
TD Capital Management LLC 0.32% Add +1.0% 7,065 $3.0M
Winning Points Advisors, LLC 4.58% No change 7,896 $3.0M
Pettinga Financial Advisors LLC 0.76% Reduce -0.6% 7,054 $3.0M
XTX Topco Ltd 0.40% New 7,054 $3.0M
Accel Wealth Management 1.26% Add +12.1% 7,047 $3.0M
Primoris Wealth Advisors, LLC 2.38% Add +3.6% 7,050 $3.0M
Onyx Financial Advisors, LLC 1.83% Add +0.5% 7,038 $3.0M
Triad Wealth Partners, LLC 2.26% — 7,017 $3.0M
Connective Portfolio Management, LLC 5.19% No change 7,014 $3.0M
Castleview Partners, LLC 1.64% Add +0.1% 7,001 $2.9M
Olstein Capital Management, L.P. 0.48% Reduce -33.3% 7,000 $2.9M
SYM FINANCIAL Corp 0.49% Reduce -32.7% 6,999 $2.9M
Lavaca Capital LLC 1.79% Add +36.9% 6,988 $2.9M
Lipe & Dalton 1.51% Add +0.1% 6,983 $2.9M
MPS Loria Financial Planners, LLC 0.98% Reduce -6.2% 6,964 $2.9M
New World Advisors LLC 0.86% Reduce -0.4% 6,956 $2.9M
Copperwynd Financial, LLC 1.05% Add +16.4% 6,954 $2.9M
Otter Creek Advisors, LLC 2.05% Add +631.6% 6,950 $2.9M
CMG Global Holdings, LLC 2.01% Add +0.3% 6,949 $2.9M
Olistico Wealth, LLC 2.11% Add +3.6% 6,946 $2.9M
Proquility Private Wealth Partners, LLC 1.00% Reduce -10.0% 6,945 $2.9M
Retirement Capital Strategies 1.19% Add +0.1% 6,927 $2.9M
Tevis Investment Management 2.48% Add +2.2% 6,925 $2.9M
FF Advisors,LLC 2.01% Add +22.9% 6,924 $2.9M
Cook Wealth, LLC 1.75% Reduce -4.0% 7,315 $2.9M
Arq Wealth Advisors, LLC 1.26% Add +6.1% 6,914 $2.9M
Per Stirling Capital Management, LLC. 0.48% Add +10.9% 6,901 $2.9M
Burton Enright Welch 0.70% Reduce -3.6% 6,895 $2.9M
Davidson Capital Management Inc. 0.93% Reduce -1.1% 6,893 $2.9M
Element Pointe Advisors, LLC 0.74% Reduce -12.5% 6,890 $2.9M
West Wealth Group, LLC 1.07% Reduce -0.6% 6,886 $2.9M
Hara Capital LLC 1.74% Reduce -6.0% 6,886 $2.9M
WealthCollab, LLC 2.14% Reduce -0.1% 6,878 $2.9M
Old North State Wealth Management, LLC 1.89% Add +15.4% 6,867 $2.9M
Conscious Wealth Investments, LLC 2.19% Reduce -0.4% 6,961 $2.9M
Wolff Financial Management LLC 0.84% Add +8.7% 6,852 $2.9M
NCP Inc. 1.99% — 6,842 $2.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.47% Reduce -3.1% 6,838 $2.9M
Root Financial Partners, LLC 0.85% Add +24.6% 6,828 $2.9M
Jackson Creek Investment Advisors LLC 1.02% Reduce -1.2% 6,824 $2.9M
Gladius Capital Management LP 2.83% New 6,814 $2.9M
A. D. Beadell Investment Counsel, Inc. 2.50% Reduce -8.8% 6,805 $2.9M
Twin Focus Capital Partners, LLC 0.54% Add +12.4% 6,797 $2.9M
Hilltop Partners LLC 1.02% Reduce -16.1% 6,789 $2.9M
O'Dell Group, LLC 0.70% Add +8.5% 6,789 $2.9M
Capstone Wealth Management Group, LLC 2.05% Reduce -2.3% 6,780 $2.9M
Northern Capital Management, Inc. 1.99% Add +8.8% 6,780 $2.9M
Secured Retirement Advisors, LLC 2.42% Reduce -14.4% 6,772 $2.8M
Westshore Wealth, LLC 1.19% Add +1.6% 6,767 $2.8M
Coastwise Capital Group, LLC 2.67% Reduce -2.1% 6,751 $2.8M
Talisman Wealth Advisors LLC 3.56% Reduce -0.7% 6,733 $2.8M
Navalign, LLC 0.94% Reduce -4.4% 6,723 $2.8M
Ritter Daniher Financial Advisory LLC / DE 0.93% Add +0.3% 6,708 $2.8M
NDVR, Inc. 2.69% Add +7.1% 6,705 $2.8M
Burkett Financial Services, LLC 1.45% Add +106.7% 6,700 $2.8M
Bright Futures Wealth Management, LLC. 1.53% — 6,223 $2.8M
Safeguard Financial, LLC 0.92% Add +28.3% 6,691 $2.8M
Seelaus Asset Management LLC 2.88% Reduce -4.9% 6,688 $2.8M
Motive Wealth Advisors 1.70% Add +69.0% 6,681 $2.8M
PSI Advisors, LLC 1.01% Reduce -12.6% 6,674 $2.8M
BigSur Wealth Management LLC 0.88% Add +13.6% 6,673 $2.8M
River Global Investors LLP 0.70% Reduce -77.6% 6,678 $2.8M
Blackston Financial Advisory Group, LLC 1.86% Reduce -5.1% 6,665 $2.8M
Detalus Advisors, LLC 1.00% Add +0.6% 6,664 $2.8M
Operose Advisors LLC 0.95% Add +14.4% 6,660 $2.8M
Occudo Quantitative Strategies LP 0.49% Add +321.5% 6,659 $2.8M
AllSquare Wealth Management LLC 1.64% No change 6,655 $2.8M
Altiora Financial Group, LLC 0.76% Add +0.1% 6,654 $2.8M
Spectrum Strategic Capital Management, LLC 2.13% Add +113.3% 6,653 $2.8M
Riversedge Advisors, LLC 0.69% Add +8.6% 6,649 $2.8M
Sharkey, Howes & Javer 0.46% Add +0.7% 6,646 $2.8M
FOCUS Wealth Advisors, LLC 1.49% Reduce -1.0% 6,634 $2.8M
Ade, LLC 1.87% Add +0.5% 6,627 $2.8M
Coho Partners, Ltd. 0.07% Add +2.7% 6,619 $2.8M
Tobam 0.25% Reduce -0.7% 6,612 $2.8M
M.D. Sass, LLC 0.33% Reduce -21.0% 6,608 $2.8M
Tactive Advisors, LLC 1.48% Add +177.8% 6,596 $2.8M
Nia Impact Advisors, LLC 1.11% — 6,596 $2.8M
Eldridge Investment Advisors, Inc. 0.71% Add +2.8% 6,577 $2.8M
Retirement Income Solutions, Inc. 0.63% Reduce -0.1% 6,562 $2.8M
Ruggaard & Associates LLC 1.31% Reduce -1.9% 6,560 $2.8M
Nottingham Advisors, Inc. 0.34% Add +14.1% 6,552 $2.8M
Triumph Capital Management 1.12% Reduce -10.3% 6,488 $2.8M
Neumann Capital Management, LLC 0.98% Reduce -3.8% 6,527 $2.7M
Lion Street Advisors, LLC 1.12% No change 7,299 $2.7M
Creekmur Asset Management LLC 0.94% Add +2.9% 6,501 $2.7M
Barnes Pettey Financial Advisors, LLC 2.36% Reduce -10.0% 6,501 $2.7M
Heritage Wealth Partners, LLC 5.57% No change 7,253 $2.7M
Johnson Bixby & Associates, LLC 0.47% Add +0.4% 6,481 $2.7M
Sonoma Private Wealth LLC 4.38% Reduce -1.8% 6,478 $2.7M
Three Bridge Wealth Advisors, LLC 1.07% Reduce -11.5% 6,470 $2.7M
Paulson Wealth Management Inc. 0.80% Add +0.6% 6,469 $2.7M
Pathway Financial Advisors LLC 0.74% Reduce -0.9% 6,464 $2.7M
Kelly Lawrence W & Associates Inc. 0.63% Reduce -19.1% 6,446 $2.7M
Stamos Capital Partners, L.P. 0.61% Reduce -20.6% 6,400 $2.7M
Doheny Asset Management 2.21% Add +0.4% 6,397 $2.7M
Birchbrook, Inc. 1.60% Reduce -4.4% 6,392 $2.7M
Fca Corp. 0.87% Reduce -1.9% 6,384 $2.7M
SRH Advisors, LLC 0.85% Add +0.0% 6,375 $2.7M
Magnolia Capital Management Ltd. 2.28% Add +6.4% 6,369 $2.7M
Gill Capital Partners, LLC 1.08% Reduce -1.1% 6,865 $2.7M
Arbor Capital Management Inc. 2.53% Reduce -5.9% 6,479 $2.7M
Financial Management Professionals, Inc. 0.39% Reduce -1.2% 6,340 $2.7M
Family Capital Management, Inc. 1.86% Add +1.1% 6,341 $2.7M
Prostatis Group LLC 1.01% Add +5.8% 6,331 $2.7M
Wallace Advisory Group, LLC 2.00% Add +27.2% 7,082 $2.7M
Facet Wealth, Inc. 0.09% Add +17.4% 6,436 $2.7M
First National Bank Sioux Falls 1.45% No change 6,316 $2.7M
Horan Securities, Inc. 1.25% Reduce -2.0% 6,315 $2.7M
Deuterium Capital Management, LLC 4.73% No change 6,300 $2.7M
Gallagher Fiduciary Advisors, LLC 0.09% Add +2.3% 6,299 $2.6M
Cottonwood Capital Advisors, LLC 2.10% Reduce -2.0% 6,404 $2.6M
Cortland Associates Inc. 0.34% Add +0.1% 6,283 $2.6M
Trevian Wealth Management LLC 1.80% Reduce -2.6% 6,280 $2.6M
Rain Capital Management, LLC 1.77% Add +2.0% 6,275 $2.6M
Lantern Wealth Advisors, LLC 1.85% Add +0.8% 6,261 $2.6M
Private Management Group Inc. 0.10% Reduce -3.3% 6,237 $2.6M
Kellett Wealth Advisors, LLC 1.81% Add +0.6% 6,222 $2.6M
Hummer Financial Advisory Services Inc 2.16% No change 6,214 $2.6M
Ironwood Investment Management LLC 1.27% Add +21.8% 6,208 $2.6M
Aldebaran Financial Inc. 3.69% Add +0.6% 6,207 $2.6M
Partnership Wealth Management, LLC 1.83% Add +0.4% 6,202 $2.6M
Investmark Advisory Group LLC 1.43% Reduce -0.8% 6,198 $2.6M
Petra Financial Advisors Inc. 1.91% Add +19.5% 6,460 $2.6M
Elwood & Goetz Wealth Advisory Group, LLC 0.63% Add +3.2% 6,178 $2.6M
Clifford Group, LLC 2.14% Add +0.1% 6,162 $2.6M
Heartwood Wealth Advisors LLC 0.32% Reduce -0.1% 6,155 $2.6M
Charter Research & Investment Group, Inc. 2.05% Add +0.9% 6,154 $2.6M
Tanager Wealth Management LLP 0.42% Add +0.9% 6,152 $2.6M
Horst & Graben Wealth Management LLC 0.53% Add +42.2% 6,144 $2.6M
Warwick Investment Management, Inc. 0.62% Add +56.1% 6,143 $2.6M
Sage Private Wealth Group, LLC 2.07% Reduce -1.6% 6,142 $2.6M
Seed Wealth Management, Inc. 2.47% Reduce -1.3% 6,082 $2.6M
Guild Investment Management, Inc. 3.30% Add +6.3% 6,129 $2.6M
NRI Wealth Management LC 2.18% Add +0.1% 6,129 $2.6M
Zeit Capital LLC 2.08% Reduce -10.3% 6,118 $2.6M
Ulland Investment Advisors, LLC 2.07% Add +44.3% 6,113 $2.6M
Revisor Wealth Management LLC 1.16% Add +59.6% 6,463 $2.6M
Gen-Wealth Partners Inc 1.27% — 6,104 $2.6M
Phillips Wealth Planners LLC 2.95% Reduce -0.6% 6,184 $2.6M
Correct Capital Wealth Management 0.59% Add +11.9% 6,089 $2.6M
SRN Advisors, LLC 1.99% Add +2.5% 6,071 $2.6M
Nabity-Jensen Investment Management Inc 2.09% Reduce -1.1% 6,034 $2.5M
Triton Wealth Management, PLLC 1.75% Add +5.6% 6,195 $2.5M
Tealwood Asset Management Inc. 1.14% Reduce -0.8% 6,004 $2.5M
Viking Fund Management LLC 0.46% No change 6,000 $2.5M
Integrity Wealth Solutions LLC 1.65% Add +5.7% 5,996 $2.5M
Quantum Portfolio Management LLC 1.43% Add +3.4% 5,991 $2.5M
Roberts Financial Services LLC 0.51% Reduce -2.3% 5,988 $2.5M
X-Square Capital, LLC 1.19% Add +157.8% 6,178 $2.5M
Constant Guidance Financial LLC 2.31% Add +16.4% 5,958 $2.5M
Uptick Partners, LLC 1.90% Add +1.1% 5,912 $2.5M
Trilogy Capital Inc. 0.14% Add +20.7% 5,904 $2.5M
Beaird Harris Wealth Management, LLC 0.24% Reduce -0.5% 5,903 $2.5M
Strategic Financial Concepts, LLC 0.60% Add +155.6% 5,896 $2.5M
PAX Financial Group, LLC 0.50% Add +4.6% 5,891 $2.5M
One Plus One Wealth Management, LLC 1.42% Reduce -4.0% 5,890 $2.5M
Weaver C. Barksdale & Associates, Inc. 2.27% Reduce -0.8% 5,893 $2.5M
BIT Capital GmbH 0.22% Reduce -89.6% 5,887 $2.5M
Rooted Wealth Advisors, Inc. 1.22% Add +10.8% 5,869 $2.5M
Echo45 Advisors LLC 1.77% Add +5.6% 5,856 $2.5M
Hexagon Capital Partners LLC 0.55% Reduce -1.8% 5,852 $2.5M
Twin City Private Wealth, LLC 2.42% — 5,845 $2.5M
Richardson Financial Services Inc. 1.73% Add +3.3% 5,835 $2.5M
Granite Harbor Advisors, Inc. 1.67% Add +8.5% 5,827 $2.5M
Cognios Beta Neutral Large Cap Fund, LP 3.19% No change 5,825 $2.5M
360 Financial, Inc. 0.95% Add +0.3% 5,801 $2.4M
Prepared Retirement Institute LLC 1.82% Reduce -17.2% 5,800 $2.4M
Callan Family Office, LLC 0.57% Reduce -58.5% 5,796 $2.4M
Index Fund Advisors, Inc. 0.13% Add +15.7% 5,793 $2.4M
Tennessee Valley Asset Management Partners 0.59% Reduce -4.8% 5,785 $2.4M
Cohen & Steers, Inc. 0.01% Add +1.6% 5,782 $2.4M
White Lighthouse Investment Management Inc. 0.49% Add +0.2% 5,780 $2.4M
USAdvisors Wealth Management, LLC 0.92% Add +101.8% 5,766 $2.4M
Cedar Wealth Management, LLC 0.80% Add +15.3% 5,766 $2.4M
G&S Capital LLC 1.08% Add +10.4% 5,762 $2.4M
Oakwell Private Wealth Management, LLC 0.74% Add +5.6% 5,757 $2.4M
Check Capital Management Inc. 0.18% Reduce -1.7% 5,744 $2.4M
Cypress Capital, LLC 0.66% Reduce -1.2% 5,739 $2.4M
Lansing Street Advisors 1.08% Add +25.6% 5,729 $2.4M
Intelligent Financial Strategies 1.49% No change 5,727 $2.4M
Edge Financial Advisors LLC 2.12% — 5,724 $2.4M
Fielder Capital Group LLC 1.07% Reduce -2.3% 5,712 $2.4M
MorganRosel Wealth Management, LLC 0.86% Reduce -0.4% 5,712 $2.4M
Prospect Financial Services LLC 1.98% Add +21.4% 5,707 $2.4M
One Charles Private Wealth Services, LLC 1.04% Add +8.2% 5,686 $2.4M
WMG Financial Advisors, LLC 1.37% Add +13.3% 5,679 $2.4M
Twelve Points Wealth Management LLC 0.87% Reduce -2.9% 5,660 $2.4M
Cherrydale Wealth Management, LLC 1.11% Add +18.5% 5,656 $2.4M
Norwood Financial Corp 3.43% Reduce -2.5% 5,649 $2.4M
Blue Bell Private Wealth Management, LLC 0.51% Add +1.6% 5,648 $2.4M
Ted Buchan & Co 1.46% Add +6.3% 5,643 $2.4M
Professional Financial Advisors, LLC 0.68% Reduce -4.5% 5,638 $2.4M
VestGen Investment Management 0.72% Add +8.9% 5,636 $2.4M
Painted Porch Advisors LLC 1.45% Add +13.2% 5,632 $2.4M
Summit Wealth Partners, LLC 0.50% Reduce -3.4% 5,625 $2.4M
Alliance Wealth Management Group 0.69% Add +24.5% 5,622 $2.4M
RVW Wealth, LLC 0.24% Reduce -4.6% 5,619 $2.4M
49 Wealth Management, LLC 0.51% Add +16.7% 5,565 $2.4M
Abound Wealth Management 0.90% Add +0.3% 5,613 $2.4M
Macroview Investment Management LLC 2.62% Add +1.3% 5,608 $2.4M
Glaxis Capital Management, LLC 4.40% Add +115.4% 5,600 $2.4M
Global Assets Advisory, LLC 1.42% New 5,541 $2.4M
Gsa Capital Partners LLP 0.19% Reduce -16.0% 5,583 $2.3M
EWG Elevate Inc. 0.89% Reduce -3.0% 5,582 $2.3M
Kennedy Investment Group, Inc. 1.25% Add +14.9% 5,573 $2.3M
Campion Asset Management 1.81% Add +0.5% 5,563 $2.3M
Kiely Wealth Advisory Group, Inc. 1.33% No change 5,833 $2.3M
Mainsail Asset Management, LLC 1.90% Add +0.1% 5,553 $2.3M
Aurora Private Wealth, Inc. 2.02% Reduce -0.9% 5,505 $2.3M
Shulman DeMeo Asset Management LLC 0.62% Add +4.7% 5,535 $2.3M
Truepoint, Inc. 0.07% Reduce -72.4% 5,531 $2.3M
1620 Investment Advisors, Inc. 2.33% Add +3.4% 5,522 $2.3M
Copperleaf Capital, LLC 2.01% Reduce -15.1% 5,508 $2.3M
Goldstone Financial Group, LLC 0.53% Add +0.7% 5,506 $2.3M
Capasso Planning Partners LLC 0.96% Add +0.9% 5,502 $2.3M
Lebenthal Global Advisors, LLC 0.51% Add +4.2% 5,499 $2.3M
Kennon-Green & Company, LLC 2.16% Reduce -2.0% 5,491 $2.3M
Grant Street Asset Management, Inc. 0.75% Add +0.0% 5,486 $2.3M
PrairieView Partners, LLC 0.26% Add +3.0% 5,479 $2.3M
Security Financial Services, INC. 0.52% Add +2.4% 5,475 $2.3M
Legacy Financial Group, Inc. 0.91% Add +14.9% 5,474 $2.3M
Riverpoint Wealth Management Holdings, LLC 0.64% Reduce -0.3% 5,467 $2.3M
Values Added Financial LLC 1.79% Reduce -4.1% 5,462 $2.3M
LFA - Lugano Financial Advisors SA 1.67% Reduce -1.9% 5,457 $2.3M
Samjo Management, LLC 0.81% Reduce -12.4% 5,450 $2.3M
Obsidian Cio, LLC 0.56% Reduce -1.1% 5,429 $2.3M
Holistic Financial Partners 1.16% Add +8.2% 5,426 $2.3M
Ascension Capital Advisors, Inc. 1.27% Reduce -0.7% 5,420 $2.3M
Orgel Wealth Management, LLC 0.06% Reduce -19.2% 5,418 $2.3M
Adamsbrown Wealth Consultants LLC 0.92% Reduce -0.3% 5,417 $2.3M
TCWP LLC 6.06% Add +1.3% 5,412 $2.3M
BluePointe Capital Management, LLC 1.56% Add +1.7% 5,412 $2.3M
Selkirk Management LLC 1.17% No change 5,400 $2.3M
Walled Lake Planning & Wealth Management, LLC 0.93% Reduce -1.1% 5,396 $2.3M
Rothschild Wealth LLC 0.80% — 5,384 $2.3M
Eagle Wealth Strategies LLC 1.84% Reduce -1.0% 5,334 $2.3M
FSB Premier Wealth Management, Inc. 1.05% Add +1.6% 5,382 $2.3M
Johnson & White Wealth Management, LLC 1.65% Add +5.7% 5,380 $2.3M
Kades & Cheifetz LLC 1.45% Reduce -0.9% 5,377 $2.3M
Gardner Russo & Quinn 0.02% Add +2.8% 5,362 $2.3M
Clearview Wealth Advisors LLC 2.30% Reduce -4.4% 5,356 $2.3M
Idaho Trust Co 2.18% Add +33.9% 5,355 $2.3M
Fingerlakes Wealth Management, Inc. 2.18% Add +1.5% 5,355 $2.3M
Eagle Harbor Asset Management Inc. 2.40% Reduce -2.2% 5,337 $2.2M
Planning Alternatives Ltd. 0.37% Add +4.4% 5,319 $2.2M
Obsidian Personal Planning Solutions LLC 1.47% Reduce -4.3% 5,739 $2.2M
Portolan Capital Management, LLC 0.17% Add +0.8% 5,302 $2.2M
Arlington Financial Advisors, LLC 0.49% Add +3.4% 5,296 $2.2M
Moisand Fitzgerald Tamayo, LLC 0.34% Reduce -0.4% 5,291 $2.2M
Tolleson Wealth Management, Inc. 0.44% Reduce -3.5% 5,288 $2.2M
Matrix Trust Co 0.50% Reduce -19.5% 5,287 $2.2M
IFG Advisors, LLC 0.58% Add +0.1% 5,282 $2.2M
Millington Financial Advisors, LLC 1.58% Add +6.6% 5,277 $2.2M
Fourpath Capital Management, LLC 1.54% Reduce -3.2% 5,269 $2.2M
Rise Advisors, LLC 1.18% Add +226.1% 5,260 $2.2M
Roble, Belko & Company, Inc 0.38% Add +0.1% 5,257 $2.2M
Duality Advisers, LP 0.22% New 5,235 $2.2M
LifePlan Financial, LLC 2.02% Reduce -0.5% 5,232 $2.2M
Strategic Advocates LLC 0.85% Reduce -58.8% 5,219 $2.2M
Pacific Capital Wealth Advisors, Inc. 0.52% Add +0.6% 5,215 $2.2M
Readystate Asset Management LP 0.12% New 5,211 $2.2M
Texas Capital Bancshares Inc 0.99% Reduce -19.4% 5,211 $2.2M
Dixon Fnancial Services, Inc. 1.21% No change 5,210 $2.2M
KRS Capital Management, LLC 1.77% Add +0.8% 5,203 $2.2M
Family Asset Management, LLC 1.37% Add +0.6% 5,195 $2.2M
Seamount Financial Group Inc. 1.91% Add +4.5% 5,190 $2.2M
Account Management LLC 2.35% No change 5,175 $2.2M
Claris Advisors, LLC / Mo / 1.09% Add +0.3% 5,157 $2.2M
Concorde Asset Management, LLC 1.48% Reduce -8.3% 5,144 $2.2M
Emerald Mutual Fund Advisers Trust 0.11% Reduce -3.8% 5,128 $2.2M
Richmond Brothers, Inc. 3.99% Reduce -1.6% 5,121 $2.2M
Kraft, Davis & Associates, LLC 0.65% Reduce -5.5% 5,201 $2.1M
Kirtland Hills Capital Management, LLC 1.85% — 5,218 $2.1M
Accordant Advisory Group Inc 1.60% — 5,098 $2.1M
Mittelman Wealth Management 1.45% — 5,087 $2.1M
Inspirion Wealth Advisors, LLC 0.35% Reduce -4.4% 5,077 $2.1M
Thrive Capital Management, LLC 1.13% Reduce -26.0% 5,057 $2.1M
Victory Financial Group, LLC 1.26% Reduce -3.9% 5,053 $2.1M
Legacy PCG, LLC 1.33% Add +16.2% 5,040 $2.1M
BetterWealth, LLC 0.69% Reduce -1.9% 5,037 $2.1M
Charles Schwab Investment Advisory, Inc. 0.00% Add +12.7% 5,032 $2.1M
JMG Financial Group, Ltd. 0.08% Reduce -2.6% 5,029 $2.1M
Atwood & Palmer Inc. 0.16% Add +2.8% 5,026 $2.1M
CarsonAllaria Wealth Management, Ltd. 1.33% Reduce -2.0% 5,016 $2.1M
AlphaQ Advisors LLC 1.27% Add +7.6% 5,004 $2.1M
Sherbrooke Park Advisers LLC 0.41% Add +182.4% 5,004 $2.1M
Latash Investments, LLC 1.50% No change 5,000 $2.1M
Opus Investment Management Inc. 1.37% No change 5,000 $2.1M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.18% New 5,000 $2.1M
Continuum Wealth Advisors, LLC 1.19% Add +8.2% 4,993 $2.1M
Cowen and Company, LLC 0.08% New 4,978 $2.1M
Wealth Advisors of Iowa, LLC 1.27% Add +0.2% 4,975 $2.1M
RS Crum Inc. 0.57% Add +1.3% 4,974 $2.1M
North Point Portfolio Managers Corp. 0.35% Add +2.6% 4,969 $2.1M
Optimist Retirement Group LLC 1.07% Reduce -0.4% 4,965 $2.1M
Innova Wealth Partners 1.61% Add +16.8% 4,952 $2.1M
Acorn Creek Capital LLC 1.31% Reduce -3.2% 4,952 $2.1M
US Financial Advisors, LLC 0.72% Reduce -17.6% 4,947 $2.1M
Guidance Point Advisors, LLC 0.70% Add +27.5% 4,937 $2.1M
Emfo, LLC 1.90% Reduce -8.2% 4,934 $2.1M
Sequent Planning LLC 0.75% — 4,932 $2.1M
Israel Discount Bank of New York 2.59% Reduce -40.4% 4,928 $2.1M
Valtinson Bruner Financial Planning LLC 0.88% Reduce -0.8% 4,927 $2.1M
TriaGen Wealth Management LLC 0.86% Reduce -0.5% 4,923 $2.1M
C M Bidwell & Associates Ltd. 1.41% Reduce -0.8% 4,920 $2.1M
AJOVista, LLC 5.58% No change 4,900 $2.1M
IMZ Advisory Inc 1.06% Reduce -0.2% 4,899 $2.1M
Cunning Capital Partners, LP 1.14% No change 4,890 $2.1M
Cranbrook Wealth Management, LLC 0.52% Add +0.0% 4,883 $2.1M
Hardy Reed LLC 0.26% Reduce -1.7% 4,879 $2.1M
KFG Wealth Management, LLC 0.84% Add +4.6% 4,877 $2.1M
Lionsbridge Wealth Management LLC 1.59% Reduce -3.2% 4,876 $2.1M
Krane Funds Advisors LLC 0.08% Add +39.2% 4,879 $2.0M
Ogorek Anthony Joseph /NY/ 0.71% Add +42.0% 4,852 $2.0M
Silver Oak Advisory Group, Inc. 1.15% Reduce -2.0% 4,848 $2.0M
Cravens & Co Advisors, LLC 1.69% Reduce -6.2% 4,837 $2.0M
Cedrus LLC 1.11% Add +1.4% 4,833 $2.0M
Nova R Wealth, Inc. 1.06% Reduce -7.0% 4,810 $2.0M
Cedar Mountain Advisors, LLC 0.51% Add +0.1% 4,794 $2.0M
Valued Retirements, Inc. 3.23% Reduce -0.9% 4,793 $2.0M
Droms Strauss Advisors Inc. /Mo/ 0.73% Add +1.4% 4,768 $2.0M
CJM Wealth Advisers, Ltd. 0.76% Reduce -3.3% 4,765 $2.0M
Aspen Wealth Management LLC 0.77% Add +0.1% 4,762 $2.0M
Kaydan Wealth Management, Inc. 0.68% Reduce -3.6% 4,761 $2.0M
4J Wealth Management LLC 1.73% Reduce -2.6% 4,758 $2.0M
Blue Barn Wealth, LLC 1.12% Reduce -2.0% 4,758 $2.0M
Great Waters Wealth Management 0.33% Add +6.2% 4,758 $2.0M
Armstrong, Fleming & Moore, Inc 1.38% Add +0.4% 4,746 $2.0M
TLWM 0.44% Reduce -1.8% 4,741 $2.0M
Flagstone Financial Management 0.77% Reduce -1.3% 4,726 $2.0M
Profit Investment Management, LLC 1.13% Reduce -1.2% 4,725 $2.0M
Greenspring Advisors, LLC 0.50% Reduce -2.6% 4,717 $2.0M
OneAscent Wealth Management LLC 0.76% Reduce -4.0% 4,712 $2.0M
Retirement Group, LLC 0.71% Add +6.5% 4,709 $2.0M
American Financial Advisors, LLC 0.28% Add +9.1% 4,697 $2.0M
Keyes, Stange & Wooten Wealth Management, LLC 1.74% Add +1.7% 4,693 $2.0M
Yarger Wealth Strategies, LLC 1.34% Add +12.5% 4,689 $2.0M
Meritas Wealth Management, LLC 1.37% Reduce -1.6% 4,689 $2.0M
Financial Freedom, LLC 1.17% Add +0.1% 4,683 $2.0M
Jackson Thornton Wealth Management, LLC 0.33% Reduce -0.7% 4,682 $2.0M
Stephens Consulting, LLC 0.60% Reduce -0.5% 4,654 $2.0M
Wetzel Investment Advisors, Inc. 1.15% Reduce -1.5% 4,843 $2.0M
Austin Asset Management Co Inc 0.43% Add +46.1% 4,653 $2.0M
Cornerstone National Bank & Trust Co 0.99% Add +5.4% 4,653 $2.0M
MBM Wealth Consultants, LLC 0.69% Add +0.0% 4,652 $2.0M
TrueWealth Financial Partners 1.37% Reduce -0.5% 4,651 $2.0M
Capital Management Associates, Inc 1.44% Reduce -1.4% 4,639 $2.0M
Endowment Wealth Management, Inc. 1.46% Add +11.3% 4,636 $2.0M
Comprehensive Wealth Management, LLC 1.52% Reduce -12.6% 4,634 $1.9M
Maren Capital LLC 0.19% Reduce -9.7% 4,634 $1.9M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.82% Reduce -3.0% 4,881 $1.9M
PCG Wealth Advisors, LLC 0.92% Add +25.9% 4,617 $1.9M
Next Capital Management LLC 0.79% Add +50.2% 4,614 $1.9M
Rock Point Advisors, LLC 0.58% Reduce -6.0% 4,611 $1.9M
Windsor Capital Management, LLC 0.60% No change 4,585 $1.9M
Lansdowne Partners (uk) LLP 0.12% Reduce -1.7% 4,584 $1.9M
Hanover Advisors Inc. 0.81% Add +61.7% 4,583 $1.9M
Diversified Portfolios, Inc. 0.27% Reduce -2.1% 4,571 $1.9M
Alterna Wealth Management, Inc. 1.56% Reduce -34.1% 4,571 $1.9M
RIA Advisory Group LLC 0.78% New 4,570 $1.9M
Prairiewood Capital, LLC 0.90% Reduce -1.7% 4,570 $1.9M
Stonebridge Financial Planning Group, LLC 1.02% Add +21.0% 4,565 $1.9M
Cowa, LLC 1.13% Add +1.7% 4,561 $1.9M
Riverwater Partners LLC 1.41% Add +18.4% 4,555 $1.9M
Marotta Asset Management 0.40% Reduce -0.1% 4,547 $1.9M
Pin Oak Investment Advisors Inc. 1.84% Add +0.6% 4,544 $1.9M
Wolf Group Capital Advisors 0.91% No change 5,605 $1.9M
Retirement Guys Formula LLC 0.93% Add +24.5% 4,534 $1.9M
Smallwood Wealth Investment Management, LLC 1.48% Add +14.5% 4,531 $1.9M
Ferguson Shapiro LLC 0.88% Add +4.1% 4,525 $1.9M
Financial & Tax Architects, LLC 0.52% Add +17.2% 4,524 $1.9M
Francis Financial, Inc. 0.61% Add +6.9% 4,516 $1.9M
Worth Asset Management, LLC 1.17% Reduce -56.2% 4,515 $1.9M
Heritage Investment Group, Inc. 0.26% Add +13.5% 4,503 $1.9M
Prescott Group Capital Management, L.L.C. 0.30% No change 4,500 $1.9M
M3 Advisory Group, LLC 1.71% Add +45.5% 4,498 $1.9M
Planning Center, Inc. 0.41% Add +2.2% 4,481 $1.9M
FSA Wealth Management LLC 0.82% Add +2.8% 4,481 $1.9M
Blossom Wealth Management 4.54% Add +1.5% 4,479 $1.9M
Bayshore Asset Management, LLC 0.92% Add +0.1% 4,458 $1.9M
Independent Family Office, LLC 1.01% No change 4,454 $1.9M
OxenFree Capital LLC 1.71% Add +0.4% 4,449 $1.9M
CAP Partners, LLC 1.65% Add +0.4% 4,446 $1.9M
J.Safra Asset Management Corp 0.21% Add +21.0% 4,431 $1.9M
Cascade Wealth Advisors, Inc 1.58% — 4,410 $1.9M
Financial Network Wealth Advisors LLC 1.85% Add +0.1% 4,415 $1.9M
Eclectic Associates Inc. 0.85% Add +8.9% 4,409 $1.9M
Client First Investment Management LLC 1.47% No change 4,400 $1.9M
OMNI 360 Wealth, Inc. 1.52% Add +2.5% 4,380 $1.8M
Allen Wealth Management, LLC 1.62% Reduce -10.1% 4,376 $1.8M
Coordinated Financial Services, Inc. 1.63% — 4,372 $1.8M
Bell Investment Advisors, Inc 0.36% Add +1.9% 4,367 $1.8M
Vista Investment Management 0.75% Reduce -0.3% 4,363 $1.8M
Mine & Arao Wealth Creation & Management, LLC. 0.91% Add +0.1% 4,363 $1.8M
Saxony Capital Management, LLC 2.21% Add +7.2% 4,361 $1.8M
Tacita Capital Inc 1.27% Reduce -0.7% 4,360 $1.8M
PFG Private Wealth Management, LLC 1.15% Add +1.4% 4,360 $1.8M
Riverstone Advisors, LLC 1.09% Add +9.0% 4,340 $1.8M
Bridge Advisory, LLC 0.90% Reduce -2.8% 4,333 $1.8M
Curtis Advisory Group, LLC 0.70% Add +0.9% 4,326 $1.8M
BayBridge Capital Group, LLC 1.59% Add +0.8% 4,538 $1.8M
Phillips Financial Management, LLC 0.15% Add +5.1% 4,322 $1.8M
LGT Financial Advisors LLC 2.11% Reduce -6.8% 4,321 $1.8M
Pacific Center for Financial Services 0.52% Add +3.3% 4,304 $1.8M
Kearns & Associates LLC 1.40% No change 4,300 $1.8M
Pacific Sun Financial Corp 1.05% Add +81.0% 4,298 $1.8M
Crestone Asset Management LLC 0.36% Reduce -11.1% 4,292 $1.8M
Doliver Advisors, LP 0.51% Add +0.1% 4,291 $1.8M
Red Tortoise LLC 1.01% Add +2.6% 4,288 $1.8M
Breed's Hill Capital LLC 1.66% Reduce -6.0% 4,284 $1.8M
Mayfair Advisory Group, LLC 1.31% Add +10.7% 4,281 $1.8M
Sard Wealth Management Group, LLC 1.62% Add +49.3% 4,271 $1.8M
Gridiron Partners, LLC 1.14% No change 4,265 $1.8M
Mizuho Markets Cayman LP 1.10% New 4,260 $1.8M
Von Berge Wealth Management Group, LLC 1.15% Add +5.8% 4,252 $1.8M
Heritage Wealth Management, Inc. 1.77% Add +0.7% 4,239 $1.8M
Essential Planning, LLC. 0.89% No change 4,741 $1.8M
Bridger Management, LLC 0.80% Add +29.2% 4,230 $1.8M
Veery Capital, LLC 0.73% Reduce -0.4% 4,221 $1.8M
MN Wealth Advisors, LLC 1.10% Reduce -0.3% 4,218 $1.8M
Phocas Financial Corp. 0.20% No change 4,215 $1.8M
Slocum, Gordon & Co LLP 1.32% Add +4.8% 4,214 $1.8M
Dynamic Technology Lab Private Ltd 0.19% Reduce -25.7% 4,205 $1.8M
Bantamac Capital, LLC 1.01% Add +7.0% 4,202 $1.8M
Capital Wealth Alliance, LLC 1.04% Add +33.6% 4,190 $1.8M
Santori & Peters, Inc. 0.76% No change 4,189 $1.8M
Smart Portfolios, LLC 1.86% Reduce -0.1% 4,185 $1.8M
James J. Burns & Company, LLC 0.61% Reduce -65.0% 4,171 $1.8M
Napa Wealth Management 0.93% Add +1.5% 4,178 $1.8M
Elmwood Wealth Management, Inc. 0.75% Add +3.9% 4,178 $1.8M
RMR Capital Management, LLC 1.75% No change 4,171 $1.8M
Hill Investment Group Partners, LLC 0.25% Reduce -5.5% 4,169 $1.8M
Malaga Cove Capital, LLC 0.71% Reduce -3.0% 4,168 $1.8M
Private Capital Advisors, Inc. 0.22% Reduce -40.9% 4,163 $1.8M
Caitlin John, LLC 1.32% Add +12.0% 4,154 $1.7M
Marathon Mission, Inc. 1.38% Reduce -3.4% 4,150 $1.7M
Paladin Advisory Group, LLC 1.38% No change 4,110 $1.7M
Sterling Financial Group, Inc. 0.83% Add +8.9% 4,147 $1.7M
Tucker Asset Management LLC 0.40% Add +7.3% 4,142 $1.7M
Pingora Partners LLC 1.27% Add +35.7% 4,127 $1.7M
Powell Investment Advisors, LLC 0.92% Add +0.0% 4,124 $1.7M
Pasadena Private Wealth, LLC 0.40% Reduce -0.6% 4,109 $1.7M
Catalyst Private Wealth, LLC 0.90% Add +3.1% 4,097 $1.7M
Selective Wealth Management, Inc. 0.75% Add +0.4% 4,071 $1.7M
Columbia Advisory Partners LLC 1.75% Add +2.7% 4,093 $1.7M
MA Private Wealth 0.35% No change 4,088 $1.7M
Rodgers & Associates, LTD 0.22% Reduce -6.7% 4,083 $1.7M
Lockerman Financial Group, Inc. 3.28% Add +12.8% 4,081 $1.7M
Up Strategic Wealth Investment Advisors LLC 2.80% Reduce -0.1% 4,061 $1.7M
Whitaker-Myers Wealth Managers, LTD. 0.72% Add +59.5% 4,053 $1.7M
FWG Investments, LLC. 1.85% Add +3.2% 4,052 $1.7M
Crumly & Associates Inc. 0.45% Add +1.5% 4,049 $1.7M
Cassia Capital Partners, LLC 1.13% Add +7.3% 4,045 $1.7M
New Vernon Investment Management LLC 1.44% No change 4,042 $1.7M
Willow Creek Wealth Management Inc. 0.20% Add +13.4% 4,039 $1.7M
Betterment LLC 0.00% New 4,038 $1.7M
Vantage Financial Partners Ltd., Inc. 0.44% Reduce -2.3% 4,036 $1.7M
Waterway Wealth Management, LLC 0.75% Add +5.4% 4,032 $1.7M
Cutler Group LLC / CA 0.86% Add +73.6% 4,030 $1.7M
Georgetown University 0.54% Add +0.2% 4,025 $1.7M
Foguth Wealth Management, LLC. 0.91% — 4,018 $1.7M
FNY Investment Advisers, LLC 1.03% Add +54.1% 4,010 $1.7M
Kelly Financial Services LLC 0.65% Add +0.4% 4,009 $1.7M
Conrad Siegel Investment Advisors, Inc. 0.49% Reduce -19.7% 4,007 $1.7M
First Wilshire Securities Management Inc. 0.49% No change 4,000 $1.7M
Delos Wealth Advisors, LLC 1.89% Add +15.1% 3,993 $1.7M
Single Point Partners, LLC 0.39% Reduce -3.7% 3,986 $1.7M
Corrigan Financial, Inc. 0.43% Reduce -2.3% 3,980 $1.7M
BlueChip Wealth Advisors LLC 1.08% Reduce -11.2% 3,976 $1.7M
Wescott Financial Advisory Group, LLC 0.21% Reduce -13.1% 3,976 $1.7M
Sentinel Pension Advisors, LLC 0.36% Reduce -0.8% 3,971 $1.7M
Hofer & Associates. Inc 1.41% Add +2.6% 3,971 $1.7M
Rinkey Investments 0.61% Add +3.4% 3,959 $1.7M
Centennial Wealth Advisory LLC 0.77% Add +9.1% 3,956 $1.7M
Planned Solutions, Inc. 0.81% Add +0.9% 3,943 $1.7M
Landscape Capital Management, L.L.C. 0.14% New 3,938 $1.7M
Encompass More Asset Management 1.37% Reduce -4.9% 3,935 $1.7M
Clear Investment Research, LLC 2.22% Reduce -1.0% 3,925 $1.7M
Systematic Financial Management LP 0.05% No change 3,920 $1.6M
Ratio Wealth Group 0.31% No change 3,915 $1.6M
LGL Partners, LLC 0.27% Add +5.7% 3,894 $1.6M
ML & R Wealth Management LLC 0.38% Add +0.5% 3,887 $1.6M
Davis Capital Management 1.45% Add +0.2% 3,841 $1.6M
McMorgan & Co. LLC 0.28% Reduce -1.0% 3,876 $1.6M
Vertex Planning Partners, LLC 0.45% Reduce -14.2% 3,872 $1.6M
jvl associates llc 0.67% Add +26.4% 3,856 $1.6M
National Wealth Management Group, LLC 1.26% Add +4.5% 3,843 $1.6M
Peterson Wealth Advisors, LLC 0.34% Reduce -0.3% 3,835 $1.6M
IMPACTfolio, LLC 0.97% Reduce -59.9% 3,831 $1.6M
Whelan Financial 0.73% Add +39.5% 3,826 $1.6M
Donoghue Forlines LLC 0.46% Add +8.6% 3,822 $1.6M
WESPAC Advisors, LLC 0.94% Reduce -1.6% 3,818 $1.6M
Black Diamond Financial, LLC 0.43% No change 4,263 $1.6M
Mach-1 Financial Group, LLC 1.22% Reduce -76.5% 3,807 $1.6M
Envoi LLC 3.77% Add +223.4% 3,800 $1.6M
Greenhouse Wealth Management, LLC 1.20% Add +1.2% 3,799 $1.6M
Dunhill Financial, LLC 1.19% Add +12.3% 3,794 $1.6M
PYA Waltman Capital, LLC 0.59% Add +0.2% 3,796 $1.6M
apricus wealth, LLC 1.12% Reduce -52.7% 3,789 $1.6M
Monumental Financial Group Inc. 0.85% Reduce -3.7% 3,781 $1.6M
SMART Wealth LLC 0.72% Add +28.5% 3,781 $1.6M
Granite FO LLC 0.93% Add +0.7% 3,846 $1.6M
Arcus Capital Partners, LLC 0.50% Add +7.5% 3,745 $1.6M
Clayton Financial Group LLC 0.71% New 3,736 $1.6M
Joule Financial, LLC 0.65% Reduce -11.9% 3,731 $1.6M
Sterling Wealth Management, Inc. 0.78% No change 3,729 $1.6M
Hart & Patterson Financial Group LLC 0.78% Reduce -6.1% 3,727 $1.6M
Covestor Ltd 1.00% Add +39.0% 3,721 $1.6M
Reston Wealth Management LLC 0.63% Add +0.1% 3,705 $1.6M
Stevard, LLC 1.40% Add +0.5% 3,704 $1.6M
Biechele Royce Advisors 0.51% Add +16.2% 3,687 $1.6M
Foundation Wealth Management, LLC 1.26% Reduce -11.7% 3,683 $1.5M
Pitti Group Wealth Management, LLC 1.73% Add +4.1% 3,618 $1.5M
ICONIQ Capital, LLC 0.03% Reduce -14.9% 3,678 $1.5M
Garrison Asset Management, LLC 0.81% Reduce -1.1% 3,669 $1.5M
DiNuzzo Private Wealth, Inc. 0.21% Add +20.4% 3,659 $1.5M
Intrepid Capital Management Inc. 1.00% Add +3.8% 3,656 $1.5M
Seneca Financial Advisors LLC 0.82% Reduce -0.9% 3,656 $1.5M
AJ Advisors, LLC 0.85% Add +7.2% 3,654 $1.5M
SilverOak Wealth Management LLC 0.38% Add +5.2% 3,653 $1.5M
Element Wealth, LLC 0.90% Add +28.2% 3,650 $1.5M
Colorado Capital Management, Inc. 0.89% Add +9.7% 3,641 $1.5M
FSC Wealth Advisors, LLC 1.08% Reduce -1.1% 3,640 $1.5M
Frazier Financial Advisors, LLC 1.26% Reduce -2.8% 3,638 $1.5M
Silver Coast Investments LLC 0.62% Reduce -1.1% 3,635 $1.5M
Redwood Financial Network Corp 1.33% Add +0.1% 3,628 $1.5M
Napatree Capital LLC 1.47% Add +0.2% 3,911 $1.5M
Tenon Financial LLC 1.28% — 3,617 $1.5M
Strategic Financial Partners, Ltd. 0.84% Add +1.4% 3,616 $1.5M
Private Wealth Management Group, LLC 0.69% Add +7.1% 3,611 $1.5M
Eschler Asset Management LLP 0.98% New 3,609 $1.5M
Robinson Smith Wealth Advisors LLC 1.45% Reduce -27.3% 3,595 $1.5M
R. W. Roge & Company, Inc. 0.91% Add +1.9% 3,591 $1.5M
Parker Financial LLC 0.86% Reduce -0.2% 3,587 $1.5M
Family Firm, Inc. 0.37% Add +0.2% 3,586 $1.5M
Earnest Partners LLC 0.01% Add +3.0% 3,585 $1.5M
Acas, LLC 1.46% Add +22.5% 3,581 $1.5M
Holland Advisory Services, Inc. 1.65% Add +0.9% 3,579 $1.5M
Beam Wealth Advisors, Inc. 0.90% Reduce -5.3% 3,578 $1.5M
Castlekeep Investment Advisors LLC 1.08% Reduce -9.4% 3,577 $1.5M
Seascape Capital Management 0.56% Add +0.3% 3,574 $1.5M
Trinity Financial Advisors LLC 0.68% Reduce -3.4% 3,566 $1.5M
FMFE Wealth Management, LLC 1.38% Reduce -1.0% 3,565 $1.5M
Guardian Financial Partners, LLC 1.03% Reduce -0.3% 3,560 $1.5M
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 0.20% Reduce -22.0% 3,550 $1.5M
Vance Wealth, LLC 0.59% Add +7.6% 3,550 $1.5M
Councilor Wealth, LLC 0.75% Add +7.9% 3,549 $1.5M
Presilium Private Wealth, LLC 0.40% Reduce -56.3% 3,547 $1.5M
Maripau Wealth Management LLC 1.12% Add +18.5% 3,544 $1.5M
EMC Capital Management 0.89% Reduce -0.1% 3,537 $1.5M
Smith & Howard Wealth Management, LLC 0.46% Reduce -8.5% 3,540 $1.5M
CBIZ Investment Advisory Services, LLC 0.10% Add +10.1% 3,538 $1.5M
Mainstay Capital Management LLC 0.28% Reduce -29.4% 3,536 $1.5M
Armor Investment Advisors, LLC 0.71% Add +129.0% 3,522 $1.5M
Howard Wealth Management, LLC 1.20% Add +17.7% 3,518 $1.5M
WPWealth LLP 0.38% Add +6.9% 3,516 $1.5M
Vermillion & White Wealth Management Group, LLC 1.18% Reduce -16.3% 2,940 $1.5M
Ategra Capital Management, LLC 0.68% Reduce -44.8% 3,505 $1.5M
Stordahl Capital Management, Inc. 0.37% Reduce -4.1% 3,502 $1.5M
Gruss & Co., LLC 8.13% Reduce -30.0% 3,500 $1.5M
Ackerman Capital Advisors, LLC 0.41% Reduce -0.2% 3,495 $1.5M
Norman Fields, Gottscho Capital Management, LLC 0.55% Add +9.2% 3,494 $1.5M
Insight 2811, Inc. 0.76% Reduce -5.1% 3,494 $1.5M
Avion Wealth 0.39% Reduce -0.9% 3,490 $1.5M
Panoramic Investment Advisors, LLC 1.08% Reduce -4.7% 3,490 $1.5M
Rovin Capital /Ut/ 0.60% Add +47.2% 3,482 $1.5M
Creative Capital Management Investments LLC 0.76% Reduce -0.7% 3,479 $1.5M
Kooman & Associates 0.61% Add +0.7% 3,479 $1.5M
Saiph Capital, LLC 0.68% Add +10.3% 3,476 $1.5M
Basepoint Wealth LLC 1.10% Add +4.3% 3,461 $1.5M
Drake & Associates, LLC 0.53% Reduce -2.6% 3,458 $1.5M
Act Wealth Management, LLC 0.73% Reduce -3.2% 3,458 $1.5M
Asset Planning Corporation 1.06% Add +1.2% 3,455 $1.5M
Wade Financial Advisory, Inc 0.53% No change 3,455 $1.5M
Wiser Advisor Group LLC 2.27% Add +5.6% 3,444 $1.5M
Heck Capital Advisors, LLC 0.22% Add +1.2% 3,444 $1.4M
Tudor Investment Corporation 0.02% Reduce -95.9% 3,443 $1.4M
Mountain Capital Investment Advisors Inc. 0.41% Add +9.5% 3,398 $1.4M
Columbus Macro, LLC 0.55% Reduce -7.4% 3,442 $1.4M
Alaska Wealth Advisors, LLC 0.22% Reduce -6.8% 3,438 $1.4M
Matrix Private Capital Group LLC 0.98% Reduce -8.2% 3,432 $1.4M
Rebalance, LLC 0.12% Reduce -2.5% 3,427 $1.4M
Hyperion Partners, LLC 1.06% Add +18.1% 3,426 $1.4M
Sage Investment Advisers LLC 1.65% Reduce -9.2% 3,424 $1.4M
Muirfield Wealth Advisors LLC 1.39% Reduce -1.0% 3,422 $1.4M
Armbruster Capital Management, Inc. 0.31% Reduce -0.8% 3,417 $1.4M
SWS Partners 0.43% Add +50.3% 3,398 $1.4M
Mosley Wealth Management 1.34% Reduce -3.7% 3,392 $1.4M
Diker Management LLC 1.16% No change 3,392 $1.4M
FinDec Wealth Services, Inc. 0.90% Add +7.5% 3,389 $1.4M
Dean Investment Associates, LLC 0.20% Reduce -9.1% 3,373 $1.4M
Range Financial Group LLC 0.74% Add +8.3% 3,371 $1.4M
HFG Advisors, Inc. 1.26% Reduce -19.5% 3,365 $1.4M
Curran Financial Partners, LLC 0.49% Reduce -2.1% 3,364 $1.4M
Yeomans Consulting Group, Inc. 0.62% Reduce -2.7% 3,360 $1.4M
Shelton Wealth Management, LLC 0.89% Add +0.6% 3,352 $1.4M
Hiley Hunt Wealth Management 0.92% Add +2.2% 3,351 $1.4M
Schwartz Investment Counsel Inc. 0.05% No change 3,350 $1.4M
Clarus Wealth Advisors 0.80% Reduce -2.1% 3,326 $1.4M
Henrickson Nauta Wealth Advisors, Inc. 0.62% Add +1.9% 3,324 $1.4M
Crane Advisory, LLC 0.28% Add +447.9% 3,364 $1.4M
Landmark Wealth Management, LLC 0.65% Reduce -3.1% 3,338 $1.4M
Gallacher Capital Management LLC 0.71% Add +7.7% 3,328 $1.4M
Smart Money Group LLC 0.54% Add +20.1% 3,585 $1.4M
Sterling Financial Planning, Inc. 0.56% Reduce -1.8% 3,312 $1.4M
Visionary Horizons, LLC 1.08% Reduce -5.5% 3,302 $1.4M
Brightwater Advisory LLC 1.11% Add +10.4% 3,299 $1.4M
Peak Financial Management, Inc. 0.44% Reduce -13.5% 3,295 $1.4M
Kelman-Lazarov, Inc. 0.27% Add +1.9% 3,287 $1.4M
Horizon Bancorp Inc. 0.66% Add +3.1% 3,282 $1.4M
Keb Asset Management, LLC 0.47% Add +7.4% 3,277 $1.4M
FMB Wealth Management 1.10% No change 3,275 $1.4M
Rather & Kittrell, Inc. 0.41% Add +84.0% 3,266 $1.4M
Planning Directions Inc. 0.95% Add +1.3% 3,265 $1.4M
Keener Financial Planning LLC 0.94% Add +6.4% 3,263 $1.4M
Legacies Wealth LLC 1.21% Reduce -22.6% 3,252 $1.4M
Sugar Maple Asset Management, LLC 1.32% — 3,252 $1.4M
Koa Wealth Management, LLC 1.23% Add +41.2% 3,247 $1.4M
Market Street Wealth Management Advisors LLC 0.24% Reduce -0.8% 3,245 $1.4M
Capital Markets Trading UK LLP 0.99% Add +157.2% 3,243 $1.4M
Cambridge Financial Group, LLC 0.65% Reduce -4.8% 3,240 $1.4M
Insight Folios Inc 0.55% Add +13.9% 3,240 $1.4M
Defined Wealth Management, LLC 0.98% No change 3,239 $1.4M
Northeast Financial Group, Inc. 0.60% Add +4.0% 3,239 $1.4M
Kuhn & Co Investment Counsel 1.28% Add +0.0% 3,238 $1.4M
Deseret Mutual Benefit Administrators 0.68% Reduce -5.3% 3,230 $1.4M
Global Wealth Strategies & Associates 0.51% Add +3.6% 3,223 $1.4M
Christensen, King & Associates Investment Services, Inc. 0.68% Reduce -2.0% 3,222 $1.4M
Cypress Point Wealth Management, LLC 0.69% Add +10.3% 3,218 $1.4M
Moody Aldrich Partners LLC 0.23% Reduce -26.5% 3,217 $1.4M
CPA Asset Management Group, LLC 0.76% Add +2.3% 3,216 $1.4M
HighMark Wealth Management LLC 0.84% Add +0.6% 3,157 $1.4M
Awm Capital, LLC 0.23% No change 3,209 $1.4M
LVZ, Inc. 0.18% Add +5.9% 3,195 $1.3M
McClarren Financial Advisors, Inc. 0.96% Add +0.2% 3,190 $1.3M
Gimbal Financial 1.10% Reduce -14.3% 3,188 $1.3M
Cairn Investment Group, Inc. 0.77% Add +1.2% 3,173 $1.3M
ArrowMark Colorado Holdings LLC 0.01% No change 3,169 $1.3M
Ironsides Asset Advisors, LLC 0.45% Reduce -12.2% 3,156 $1.3M
Harvest Investment Services, LLC 0.53% Reduce -3.3% 3,142 $1.3M
Archvest Wealth Advisors, Inc. 0.93% Add +9.5% 3,110 $1.3M
Epiq Partners, LLC 0.88% Add +55.6% 3,124 $1.3M
Financial Guidance Group, Inc. 0.85% Reduce -3.7% 3,118 $1.3M
Long Road Investment Counsel, LLC 0.55% No change 3,117 $1.3M
Marquette Asset Management, LLC 0.23% Reduce -3.2% 3,113 $1.3M
CMC Financial Group 1.84% Reduce -8.0% 3,107 $1.3M
Mowery & Schoenfeld Wealth Management, LLC 2.52% Add +14.5% 3,107 $1.3M
Birmingham Capital Management Co. Inc. 0.48% Reduce -3.1% 3,102 $1.3M
Lutz Financial Services LLC 0.11% Add +6.3% 3,096 $1.3M
LaSalle St. Investment Advisors, LLC 0.73% Add +0.7% 3,401 $1.3M
Arlington Capital Management, Inc. 1.08% Reduce -2.1% 3,090 $1.3M
Gibson Capital, LLC 0.28% Add +0.3% 3,090 $1.3M
Verus Financial Partners, Inc. 0.15% Reduce -1.1% 3,081 $1.3M
Aspire Wealth Management Corp 0.78% Reduce -0.5% 3,079 $1.3M
Trinity Wealth Management, LLC 0.67% Reduce -0.9% 3,064 $1.3M
Penobscot Wealth Management 0.81% Reduce -63.2% 3,056 $1.3M
Brogan Financial, Inc. 0.85% Add +11.1% 3,055 $1.3M
Sprinkle Financial Consultants LLC 1.10% Add +1.9% 3,050 $1.3M
Precision Wealth Strategies, LLC 1.21% Add +3.2% 3,050 $1.3M
Acorns Advisers, LLC 0.01% Add +72.3% 3,042 $1.3M
Elite Life Management LLC 6.26% Add +5.3% 3,039 $1.3M
Gray Private Wealth, LLC 0.84% — 3,038 $1.3M
BHK Investment Advisors, LLC 0.49% Add +77.9% 3,031 $1.3M
Tobias Financial Advisors, Inc. 0.29% Add +48.5% 3,029 $1.3M
True Link Financial Advisors, LLC 0.12% Add +296.7% 3,027 $1.3M
Plum Street Advisors, LLC 0.64% Add +139.1% 2,948 $1.3M
Lauterbach Financial Advisors, LLC 0.83% Add +4.3% 3,015 $1.3M
MAS Advisors LLC 1.46% Reduce -0.6% 3,013 $1.3M
Total Investment Management Inc. 0.16% Add +17.2% 3,013 $1.3M
Raffa Wealth Management, LLC 0.38% Add +35.3% 3,010 $1.3M
Pension & Wealth Management Advisors, Inc. 0.83% Add +7.7% 3,009 $1.3M
Financial Enhancement Group LLC 0.21% Add +2.9% 2,997 $1.3M
Lombard Odier Asset Management (USA) Corp 0.19% Reduce -33.3% 3,000 $1.3M
Winslow Asset Management Inc. 0.24% No change 2,998 $1.3M
Forthright Family Wealth Advisory LLC 0.85% Add +6.3% 2,996 $1.3M
Rezny Wealth Management, Inc. 0.45% New 2,988 $1.3M
Capricorn Fund Managers Ltd 0.76% Reduce -6.6% 2,986 $1.3M
ACT Advisors, LLC. 0.69% Add +1.9% 2,974 $1.3M
AlphaQuest LLC 0.22% Add +143.7% 2,973 $1.3M
Passumpsic Savings Bank 0.80% — 2,970 $1.2M
DDFG, Inc 0.40% Add +5.0% 2,967 $1.2M
IVC Wealth Advisors LLC 0.72% Reduce -0.1% 2,958 $1.2M
Flower City Capital 0.83% Reduce -9.1% 2,952 $1.2M
Brand Asset Management Group, Inc. 0.53% Reduce -9.2% 2,948 $1.2M
LifePlan Investment Advisors, Inc. 0.99% Add +9.6% 2,942 $1.2M
Sightline Wealth Advisors, LLC 0.81% Add +0.4% 2,936 $1.2M
Intelligence Driven Advisers, LLC 0.18% Add +0.6% 2,936 $1.2M
Stephens Investment Management Group LLC 0.02% Add +12.2% 2,922 $1.2M
Continental Investors Services, Inc. 2.91% Add +2.3% 2,895 $1.2M
Point72 Asia (Singapore) Pte. Ltd. 0.32% Reduce -80.4% 2,917 $1.2M
Avaii Wealth Management, LLC 0.72% Reduce -20.8% 2,914 $1.2M
Morling Financial Advisors, LLC 0.70% Add +3.4% 2,912 $1.2M
Halter Ferguson Financial Inc. 0.95% Reduce -26.2% 2,908 $1.2M
Future Financial Wealth Managment LLC 0.94% Add +3.7% 2,907 $1.2M
Davis Investment Partners, LLC 0.53% Reduce -2.6% 2,881 $1.2M
Concorde Financial Corp 1.11% Reduce -82.7% 2,900 $1.2M
JBR Co Financial Management Inc 0.97% Reduce -0.3% 2,898 $1.2M
Voisard Asset Management Group, Inc. 0.68% Add +23.0% 2,892 $1.2M
American Planning Services, Inc. 0.88% Add +0.0% 2,885 $1.2M
USA Financial Formulas 0.20% Reduce -65.7% 2,885 $1.2M
Planning Capital Management Corp 0.89% Reduce -11.2% 2,883 $1.2M
McNaughton Wealth Management, LLC 0.67% Reduce -0.0% 2,882 $1.2M
Bernardo Wealth Planning LLC 0.34% Add +14.3% 2,874 $1.2M
Main Line Retirement Advisors, LLC 0.95% Add +15.7% 2,873 $1.2M
Tanglewood Legacy Advisors, LLC 0.59% Add +7.1% 2,862 $1.2M
Conestoga Capital Advisors, LLC 0.02% Reduce -7.7% 2,859 $1.2M
Cramer Rosenthal McGlynn LLC 0.07% Reduce -0.2% 2,855 $1.2M
Foundry Partners, LLC 0.06% Add +10.5% 2,840 $1.2M
POM Investment Strategies, LLC 0.98% Reduce -2.7% 2,838 $1.2M
WorthPointe, LLC 0.60% Reduce -1.9% 2,826 $1.2M
Richwood Investment Advisors, LLC 1.05% Reduce -3.4% 2,819 $1.2M
Custom Portfolio Group LLC 0.98% Add +0.8% 2,838 $1.2M
Tranquilli Financial Advisor LLC 0.79% Reduce -4.6% 2,814 $1.2M
Fortitude Family Office, LLC 0.80% Add +4.7% 2,814 $1.2M
Stegent Equity Advisors, Inc. 1.20% Add +42.2% 2,812 $1.2M
Camarda Financial Advisors, LLC 0.48% Reduce -23.9% 2,797 $1.2M
Wealthstar Advisors, LLC 0.41% Add +0.6% 2,790 $1.2M
Capital Square, LLC 0.82% Add +4.6% 2,770 $1.2M
Bridgewealth Advisory Group, LLC 0.57% Reduce -7.3% 2,768 $1.2M
Warner Financial, Inc. 0.58% Reduce -1.8% 2,767 $1.2M
Level Financial Advisors 0.53% Reduce -8.7% 2,766 $1.2M
RHS Financial, LLC 0.68% Reduce -39.9% 2,756 $1.2M
One Wealth Map LLC 0.77% New 2,890 $1.2M
Stevens Capital Partners 0.69% Add +64.1% 2,751 $1.2M
Grand Wealth Management, LLC 0.55% Reduce -19.8% 2,750 $1.2M
Lowe Wealth Advisors, LLC 0.54% Add +2.6% 2,749 $1.2M
Tandem Wealth Advisors LLC 0.63% Add +0.4% 2,743 $1.2M
ODonnell Financial Services, LLC 0.53% Add +2.2% 2,740 $1.2M
Brown Wealth Management, LLC 0.48% Add +62.0% 2,732 $1.1M
Spectrum Wealth Advisory Group, LLC 1.32% Add +0.1% 2,730 $1.1M
Opus Capital Group, LLC 0.17% Add +8.4% 2,725 $1.1M
Oberweis Asset Management Inc./ 0.08% Reduce -0.4% 2,725 $1.1M
Sage Advisors, LLC 1.01% Add +295.3% 2,692 $1.1M
Axim Planning & Wealth 0.92% Reduce -3.0% 2,686 $1.1M
Tower Wealth Partners, Inc. 0.73% Reduce -0.9% 2,680 $1.1M
Arkos Global Advisors 0.19% Reduce -11.9% 2,665 $1.1M
G2 Capital Management, LLC / Oh 0.36% No change 2,663 $1.1M
NavPoint Financial, Inc. 0.97% No change 2,662 $1.1M
Financial Planning & Information Services, Inc. 0.17% Reduce -4.1% 2,659 $1.1M
Austin Wealth Management, LLC 0.28% Add +26.6% 2,595 $1.1M
TruNorth Capital Management, LLC 0.38% — 2,651 $1.1M
Presidio Capital Management, LLC 0.81% Add +0.8% 2,651 $1.1M
DORVAL Corp 0.52% Reduce -0.3% 2,696 $1.1M
Morris Financial Concepts, Inc. 0.57% Reduce -0.6% 2,646 $1.1M
Capula Management Ltd 0.04% New 2,644 $1.1M
Silverberg Bernstein Capital Management LLC 1.09% No change 2,642 $1.1M
Wallace Capital Management Inc. 0.15% Reduce -0.8% 2,642 $1.1M
Fortune 45 LLC 0.91% Add +1.0% 2,639 $1.1M
Anthracite Investment Company, Inc. 0.56% No change 2,636 $1.1M
Juncture Wealth Strategies, LLC 0.48% Add +0.7% 2,636 $1.1M
Mfa Wealth Advisors, LLC 0.29% Reduce -0.2% 2,628 $1.1M
Denver PWM, LLC 0.43% Reduce -0.5% 2,625 $1.1M
VitalStone Financial, LLC 0.84% Add +38.1% 2,612 $1.1M
Dakota Community Bank & Trust NA 5.94% Reduce -8.7% 2,611 $1.1M
Arrowroot Family Office, LLC 0.70% Add +0.2% 2,610 $1.1M
Arvest Investments, Inc. 0.17% Reduce -2.8% 2,602 $1.1M
Financial Synergies Wealth Advisors, Inc. 0.14% Add +145.2% 2,601 $1.1M
Waterford Advisors, LLC 0.46% No change 2,597 $1.1M
Defender Capital, LLC. 0.37% Reduce -27.6% 2,593 $1.1M
Northwest Quadrant Wealth Management, LLC 0.27% Add +0.1% 2,592 $1.1M
Hanseatic Management Services Inc. 1.65% Add +1.9% 2,587 $1.1M
Objectivity Squared, LLC 0.96% Add +2.9% 2,570 $1.1M
Stuart Chaussee & Associates, Inc. 0.31% Add +24.1% 2,574 $1.1M
America First Investment Advisors, LLC 0.26% Add +0.0% 2,569 $1.1M
Wrenne Financial Planning LLC 0.80% Reduce -97.0% 2,566 $1.1M
Caerus Investment Advisors, LLC 1.04% No change 2,564 $1.1M
Instrumental Wealth, LLC 0.47% Add +5.7% 2,499 $1.1M
Sensible Money, LLC 0.58% Add +4.8% 2,554 $1.1M
Virtus Fund Advisers, LLC 3.79% New 2,552 $1.1M
Graham Capital Wealth Management, LLC 1.94% Reduce -0.7% 2,552 $1.1M
Narus Financial Partners, LLC 0.46% Reduce -3.7% 2,550 $1.1M
Better Money Decisions, LLC 0.85% Add +4.1% 2,547 $1.1M
Boulder Wealth Advisors, LLC 0.66% — 2,544 $1.1M
Carmel Capital Management L.L.C. 0.44% Reduce -0.2% 2,539 $1.1M
Yoder Wealth Management, Inc. 0.70% Reduce -5.4% 2,536 $1.1M
Meredith Wealth Planning 0.59% Add +0.6% 2,529 $1.1M
Dopkins Wealth Management, LLC 0.64% Add +8.7% 2,516 $1.1M
Cornerstone Planning Group LLC 0.33% Reduce -7.7% 2,598 $1.1M
Signify Wealth 1.75% Add +13.3% 2,509 $1.1M
Mma Asset Management LLC 0.50% Reduce -0.5% 2,552 $1.1M
Artal Group S.A. 0.03% No change 2,500 $1.1M
Basso Capital Management, L.P. 0.99% No change 2,492 $1.0M
Avid Wealth Partners LLC 0.84% Add +6.5% 2,492 $1.0M
Signature Resources Capital Management, LLC 0.98% No change 2,770 $1.0M
TKG Advisors, LLC 0.58% Add +26.0% 2,474 $1.0M
KilterHowling LLC 0.73% Add +13.1% 2,470 $1.0M
CGC Financial Services, LLC 0.54% Add +2.2% 2,468 $1.0M
Rosenbaum Jay D. 6.02% Reduce -69.4% 2,467 $1.0M
Keeler & Nadler Financial Planning & Wealth Management 0.62% Add +24.0% 2,459 $1.0M
Wealthcare Capital Management LLC 0.11% Reduce -0.8% 2,459 $1.0M
Hoge Financial Services, LLC 0.84% Add +17.9% 2,457 $1.0M
Omega Financial Group, LLC 0.42% Add +0.0% 2,456 $1.0M
Dogwood Wealth Management LLC 0.70% Add +10.2% 2,455 $1.0M
Williams & Novak, LLC 1.17% No change 2,743 $1.0M
Covey Capital Advisors, LLC 1.24% No change 2,450 $1.0M
Fortis Advisors, LLC 0.69% Add +70.7% 2,446 $1.0M
Stage Harbor Financial, LLC 0.93% Add +0.4% 2,440 $1.0M
Martel Wealth Advisors LLC 0.22% Reduce -0.2% 2,440 $1.0M
Wealth Group Ltd 0.32% Reduce -8.8% 2,475 $1.0M
Petix & Botte Co 0.25% Reduce -50.0% 2,434 $1.0M
Seven Springs Wealth Group, LLC 0.40% Add +0.2% 2,434 $1.0M
AM Squared Ltd 3.24% New 2,433 $1.0M
Inspire Advisors, LLC 0.14% Reduce -18.3% 2,424 $1.0M
Impact Partnership Wealth, LLC 0.40% Add +6.5% 2,416 $1.0M
Letson Investment Management, Inc. 0.43% Add +19.9% 2,409 $1.0M
Windsor Advisory Group, LLC 2.84% Add +2.9% 2,397 $1.0M
ArchPoint Investors 0.42% Add +0.1% 2,396 $1.0M
Centiva Capital, LP 0.06% Reduce -89.0% 2,396 $1.0M
Cannon Financial Strategists, Inc. 0.20% Add +21.3% 2,379 $1.0M
Sageworth Trust Co 0.06% No change 2,378 $1.0M
ShoreHaven Wealth Partners, LLC 0.55% Reduce -5.1% 2,376 $1000K
Algebris (uk) Ltd. 0.44% Add +54.5% 2,561 $999K
Vantage Financial Partners, LLC 0.27% Add +25.5% 2,370 $997K
Able Wealth Management LLC 0.87% Add +3.4% 2,368 $996K
Collaborative Wealth Managment Inc. 0.50% Reduce -3.2% 2,367 $996K
Sound Stewardship, LLC 0.60% No change 2,357 $992K
Oldfather Financial Services, LLC 0.41% Reduce -2.9% 2,356 $991K
Coyle Financial Counsel LLC 0.35% Add +3.2% 2,356 $991K
Keating Investment Counselors Inc. 0.32% Reduce -32.9% 2,345 $987K
Brickley Wealth Management 0.23% Reduce -14.2% 2,343 $986K
Balanced Wealth Group LLC 0.44% Reduce -2.5% 2,390 $985K
Ballew Advisors, Inc 0.68% Add +2.6% 2,328 $985K
Cedar Point Capital Partners, LLC 0.75% Reduce -0.6% 2,340 $984K
Mosaic Advisors LLC 0.80% Reduce -7.0% 2,338 $984K
Sageworth Trust Co of South Dakota 1.52% New 2,334 $982K
Noble Family Wealth, LLC 0.28% No change 2,331 $981K
Altus Wealth Management, LLC 0.52% Add +24.0% 2,327 $979K
Ridgepath Capital Management LLC 1.10% Add +149.3% 2,326 $978K
MQS Management LLC 0.56% Add +33.3% 2,320 $976K
Trellis Wealth Advisors LLC 0.55% Reduce -85.5% 2,318 $975K
Fort, L.P. 2.42% Reduce -12.5% 2,296 $966K
TAP Consulting, LLC 0.21% Add +2.2% 2,295 $966K
Client 1ST Advisory Group, LLC 0.43% Add +12.8% 2,290 $964K
Xcel Wealth Management, LLC 0.30% Add +12.8% 2,288 $963K
Echo Wealth Management, LLC 0.80% New 2,288 $963K
Great Oak Capital Partners, LLC 0.43% Add +0.1% 2,288 $963K
Conservest Capital Advisors, Inc. 0.10% Add +1.6% 2,280 $959K
Chicago Wealth Management, Inc. 0.57% Reduce -4.2% 2,269 $955K
Arbor Wealth Advisors LLC 0.90% No change 2,265 $953K
Tybourne Capital Management (hk) Ltd. 0.16% Reduce -98.4% 2,265 $953K
Maven Securities LTD 0.06% New 2,265 $953K
Bear Mountain Capital, Inc. 0.41% Reduce -11.3% 2,313 $953K
HTG Investment Advisors, Inc. 0.55% Reduce -5.2% 2,264 $953K
Baron Financial Group, LLC 0.59% Reduce -1.9% 2,262 $952K
Mizuho Securities Co. Ltd. 5.23% Add +156.8% 2,260 $951K
Kickstand Ventures, Llc. 0.27% Reduce -2.7% 2,260 $951K
RiverGlades Family Offices LLC 0.76% No change 2,300 $948K
Waypoint Wealth Partners Inc. 0.27% Reduce -17.0% 2,251 $947K
Arnhold LLC 0.10% No change 2,250 $947K
Randall & Associates Wealth Management 0.85% Add +68.5% 2,249 $946K
Joseph P. Lucia & Associates, LLC 0.51% Add +6.9% 2,248 $946K
25 LLC 0.46% Add +1.7% 2,246 $945K
Whitcomb & Hess, Inc. 0.30% Reduce -9.9% 2,239 $942K
Koesten, Hirschmann & Crabtree, INC. 0.60% Add +1.4% 2,232 $939K
Chiron Capital Management, LLC 0.85% Reduce -15.3% 2,231 $939K
Penn Davis McFarland Inc. 0.15% Reduce -2.9% 2,227 $937K
Geometric Wealth Advisors 0.22% No change 2,216 $932K
Horizon Family Wealth, Inc. 0.72% Add +0.1% 2,214 $932K
O'Connor Financial Group LLC 0.56% Add +1.3% 2,214 $931K
Aufman Associates Inc 0.66% Reduce -4.9% 2,214 $931K
Axiom Financial Strategies, LLC 0.59% Reduce -3.5% 2,212 $931K
Horrell Capital Management, Inc. 0.26% No change 2,211 $930K
Auour Investments LLC 0.34% Reduce -0.1% 2,202 $926K
Axq Capital, LP 0.22% No change 2,200 $926K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.16% Add +1.9% 2,200 $926K
Sage Financial Management Group, Inc. 0.44% No change 2,194 $923K
International Private Wealth Advisors LLC 1.78% Reduce -38.1% 2,192 $922K
Quaker Wealth Management, LLC 0.37% Reduce -6.3% 2,183 $918K
Gouws Capital LLC 0.69% No change 2,179 $917K
Annapolis Financial Services, LLC 0.30% Reduce -42.2% 2,169 $912K
Intergy Private Wealth, LLC 0.37% Add +1.6% 2,163 $910K
RFG Holdings, Inc. 0.38% Add +44.2% 2,160 $909K
Tilson Financial Group, Inc. 0.49% Reduce -1.1% 2,159 $909K
Priebe Wealth Holdings LLC 0.71% Reduce -1.5% 2,155 $906K
EPIQ Capital Group, LLC 0.36% New 2,150 $904K
Jentner Corp 0.32% Add +1.4% 2,147 $903K
MBE Wealth Management, LLC 0.56% Add +30.1% 2,142 $901K
Epic Trust Investment Advisors, LLC 1.11% Reduce -6.1% 2,137 $899K
Mason Investment Advisory Services, Inc. 0.06% Reduce -2.2% 2,134 $898K
ForthRight Wealth Management, LLC 0.32% Reduce -3.4% 2,129 $896K
Mendota Financial Group, LLC 0.52% Reduce -18.0% 2,123 $893K
Keystone Financial Services 0.39% Reduce -3.6% 2,120 $892K
Brio Consultants, LLC 0.15% No change 2,111 $888K
Weil Company, Inc. 0.35% Add +87.0% 2,109 $888K
Long Island Wealth Management, Inc. 0.63% Add +5.0% 2,108 $887K
Sharp Wealth Advisory, LLC 0.82% Reduce -15.6% 2,106 $886K
Harris Associates (Oakmark Funds) 0.00% No change 2,105 $886K
Darrow Company, Inc. 0.58% Reduce -17.7% 2,097 $882K
Pachira Investments Inc. 0.72% Reduce -3.9% 2,086 $878K
Meridian Management Co. 0.24% Add +0.3% 2,085 $877K
Welch Capital Partners LLC 0.22% No change 2,075 $873K
Ardent Capital Management, Inc. 0.44% No change 2,073 $872K
Cresta Advisors, Ltd. 0.55% Reduce -30.2% 2,070 $871K
Kendall Capital Management 0.30% No change 2,066 $869K
Etfidea, LLC 0.30% Add +3.0% 2,066 $869K
Seven Post Investment Office LP 0.21% Reduce -34.9% 2,062 $868K
Insight Wealth Partners, LLC 0.56% Add +4.3% 2,061 $867K
Galibier Capital Management Ltd. 0.21% No change 2,058 $866K
ESL Trust Services, LLC 0.23% No change 2,056 $865K
TNF LLC 0.34% Add +1.5% 2,112 $864K
One Degree Advisors Inc 0.43% No change 2,051 $863K
Hoya Capital Real Estate, LLC 17.00% No change 2,044 $860K
St. Louis Trust Co 0.13% Reduce -1.7% 2,040 $858K
Hunter Perkins Capital Management, LLC 0.18% New 2,040 $858K
Kraematon Investment Advisors, Inc. 0.86% Add +5.5% 2,027 $853K
Wealth Forward, LLC 0.67% No change 2,027 $853K
Carmel Capital Partners, LLC 0.35% Reduce -9.8% 2,019 $850K
Wheelhouse Advisory Group LLC 0.65% Add +34.9% 2,018 $849K
Burrus Financial Services, Inc. 0.43% Add +0.1% 2,016 $848K
BancFirst Trust & Investment Management 0.41% Reduce -7.1% 2,013 $847K
Partners in Financial Planning 0.19% Add +24.8% 2,013 $847K
DBK Financial Counsel, LLC 0.89% Add +0.6% 2,006 $844K
Prevail Innovative Wealth Advisors, LLC 0.31% Reduce -80.3% 2,005 $844K
Motiv8 Investments LLC 0.65% Add +20.9% 1,992 $838K
Marshall Financial Group Inc. 0.28% Add +12.7% 1,992 $838K
Sterling Manor Financial, LLC 0.63% Add +8.3% 1,990 $837K
Eaton-Cambridge Inc. 0.45% Reduce -1.2% 1,989 $837K
Demars Financial Group, LLC 0.41% Reduce -6.1% 1,982 $834K
All Season Financial Advisors, Inc. 0.69% Add +1.8% 1,975 $831K
Boston Mountain Money Management Inc. 0.57% — 1,967 $827K
Treynor Bancshares, Inc. 0.48% No change 1,965 $827K
Dupree Financial Group, LLC 0.39% Add +4.5% 1,959 $824K
Sequent Asset Management, LLC 0.44% Reduce -11.0% 1,958 $824K
Provident Wealth Management, LLC 0.31% Add +6.0% 1,955 $823K
Piedmont Capital Management, LLC 0.56% Reduce -1.8% 1,948 $822K
Mango Five Family, Inc. 0.27% Reduce -1.5% 1,950 $820K
Donald L. Hagan, LLC 0.43% Add +2.3% 1,944 $818K
Alpha Financial Partners LLC 0.74% Add +1.6% 1,944 $818K
Activest Wealth Management 0.39% Add +11.3% 1,942 $817K
Discovery Value Fund 0.28% No change 1,940 $816K
Private Wealth Strategies, L.L.C. 0.18% Add +1.1% 1,924 $809K
Richard P Slaughter Associates Inc 0.20% Reduce -21.3% 1,923 $809K
Arista Wealth Management, LLC 0.62% Reduce -48.9% 1,916 $806K
Chico Wealth RIA 0.76% Add +31.8% 1,913 $805K
Magnolia Wealth Management, LLC 0.33% Add +79.1% 1,904 $805K
Melfa Wealth Management, Inc. 0.58% New 1,909 $803K
Cypress Financial Planning LLC 0.37% New 1,907 $802K
Ruedi Wealth Management, Inc. 0.34% Add +3.0% 1,907 $802K
Kahn Brothers Group Inc. 0.12% New 1,902 $801K
Exane Asset Management 0.62% New 1,900 $799K
Virtus Advisers, LLC 0.42% Add +6.9% 1,897 $798K
Spectrum Investment Advisors, Inc. 0.59% Add +3.3% 1,893 $797K
Plotkin Financial Advisors, LLC 0.53% Reduce -1.1% 1,890 $795K
Morton Brown Family Wealth, LLC 0.33% Reduce -19.1% 1,888 $794K
Mustard Seed Financial, LLC 0.79% No change 1,881 $791K
Poplar Forest Capital LLC 0.11% No change 1,869 $786K
Golden Road Advisors LLC 0.65% Reduce -2.9% 1,868 $786K
Martin Investment Management, LLC 0.19% No change 1,857 $781K
Harbor Group, Inc. 0.21% Add +9.4% 1,854 $780K
Monument Group Wealth Advisors, LLC 0.58% Reduce -10.5% 1,849 $778K
Compton Financial Group, LLC 0.26% Reduce -6.0% 1,845 $776K
Forbes Financial Planning, Inc. 0.67% No change 1,845 $776K
Fairman Group, LLC 0.73% Reduce -13.5% 1,844 $776K
Kingdom Financial Group LLC. 0.55% Reduce -51.1% 1,841 $775K
Kaye Capital Management 0.34% Reduce -1.9% 1,843 $775K
IAG Wealth Partners, LLC 0.17% Add +1.1% 1,837 $773K
Psagot Value Holdings Ltd. / (Israel) 7.02% Reduce -93.1% 1,835 $772K
Atlas Financial Advisors, Inc. 1.20% Add +36.5% 1,831 $770K
McCarthy & Cox 0.29% — 1,811 $762K
Financial Symmetry Inc 0.67% Add +5.7% 1,807 $760K
Lingohr Asset Management GmbH 1.90% Reduce -16.4% 1,807 $760K
Surience Private Wealth LLC 0.72% Reduce -40.8% 1,804 $759K
HC Advisors, LLC 0.36% Reduce -0.2% 1,802 $758K
RE Dickinson Investment Advisors, LLC 0.47% Reduce -1.5% 1,800 $757K
Gordian Advisors LLC 0.70% Reduce -0.1% 1,797 $756K
Bruce G. Allen Investments, LLC 0.62% Reduce -4.8% 1,794 $755K
ETF Portfolio Partners, Inc. 0.24% No change 1,789 $753K
ETF Store, Inc. 0.43% Add +4.8% 1,785 $751K
Compass Financial Group, Inc. 0.40% Add +104.4% 1,764 $742K
Bryant Woods Investment Advisors, LLC 0.44% Add +4.6% 1,760 $741K
Family Investment Center, Inc. 0.24% Add +7.6% 1,756 $739K
Blankinship & Foster, LLC 0.19% Reduce -9.5% 1,749 $736K
Leith Wheeler Investment Counsel Ltd. 0.07% Add +54.5% 1,748 $735K
Arcadia Wealth Management, LLC 0.45% Add +18.4% 1,746 $734K
Geo Capital Gestora de Recursos Ltd 0.83% Reduce -70.3% 1,744 $734K
Boston Standard Wealth Management, LLC 0.16% Reduce -9.3% 1,720 $724K
Clear Point Advisors Inc. 0.60% Add +11.9% 1,720 $724K
Arkansas Financial Group, Inc. 0.13% No change 1,719 $723K
Dominguez Wealth Management Solutions, Inc. 0.57% Add +0.1% 1,719 $723K
PFS Partners, LLC 0.49% Reduce -1.9% 1,713 $721K
Delta Wealth Advisors LLC 0.74% — 1,712 $720K
Shakespeare Wealth Management, LLC 0.21% Add +0.2% 1,712 $720K
DHJJ Financial Advisors, Ltd. 0.32% Reduce -0.5% 1,710 $720K
NSI Retail Advisors, LLC 0.11% Reduce -15.0% 1,702 $716K
Karpus Management, Inc. 0.02% No change 1,700 $715K
Wiser Wealth Management, Inc 0.23% Add +30.7% 1,700 $715K
Garrett Wealth Advisory Group, LLC 0.29% Reduce -4.6% 1,699 $715K
Foundry Financial Group, Inc. 0.51% Add +36.0% 1,685 $709K
West Financial Advisors, LLC 0.15% Add +2.1% 1,678 $706K
Axiom Advisory, LLC 0.52% Add +0.1% 1,675 $705K
FIDELIS iM, LLC 0.35% Add +0.2% 1,674 $704K
Resolute Advisors LLC 0.13% No change 1,671 $703K
E Fund Management (Hong Kong) Co., Ltd. 0.46% Add +276.8% 1,669 $702K
Sachem Hill LLC 0.16% Reduce -6.5% 1,654 $696K
Fulcrum Equity Management 0.82% Add +81.7% 1,650 $694K
McCarthy Asset Management, Inc. 0.43% Reduce -1.5% 1,642 $691K
High Probability Advisors, LLC 0.13% Reduce -4.0% 1,639 $690K
Enzi Wealth 0.32% Add +14.2% 1,661 $687K
REAP Financial Group, LLC 0.19% Reduce -28.4% 1,632 $687K
Corrado Advisors, LLC 0.45% New 1,631 $686K
Higgins & Schmidt Wealth Strategies LLC 0.51% Add +3.2% 1,629 $686K
Triad Investment Management 0.83% No change 1,628 $685K
Dodds Wealth, LLC 0.28% Add +28.2% 1,617 $680K
Delta Accumulation, LLC 4.21% Add +98.5% 1,616 $680K
Verdad Advisers, LP 0.73% Reduce -30.5% 1,601 $674K
GoalFusion Wealth Management, LLC 0.43% Add +0.7% 1,600 $673K
Knott David M Jr 0.24% No change 1,600 $673K
FreeGulliver LLC 0.60% New 1,598 $672K
VanderPol Investments L.L.C. 1.93% Reduce -9.8% 1,598 $672K
Stuart Investment Advisors, Inc. 0.43% Reduce -20.2% 1,595 $671K
TL Private Wealth 0.33% No change 1,572 $670K
Penney Financial, LLC 0.49% No change 1,589 $669K
TSA Wealth Managment LLC 0.29% Reduce -2.6% 1,580 $665K
Capital Wealth Management, LLC 0.32% Reduce -1.0% 1,576 $663K
Dynamic Wealth Strategies, LLC 0.57% Add +1.6% 1,575 $663K
Capstone Capital LLC 0.57% No change 1,575 $663K
Merlin Capital, Inc 1.95% No change 1,557 $655K
Core Wealth Advisors, Inc. 0.22% Add +9.8% 1,554 $654K
AAF Wealth Management, LLC 0.37% Reduce -32.7% 1,553 $653K
ClearAlpha Technologies LP 0.28% New 1,550 $652K
BCM Advisors, LLC 0.16% Add +176.0% 1,584 $648K
Raymond James Trust Co. of NH 6.44% Add +14.2% 1,540 $648K
Sippican Capital Advisors 0.50% Reduce -34.5% 1,538 $647K
Advantage Trust Co 0.47% No change 1,528 $643K
NFC Investments, LLC 0.18% No change 1,525 $642K
ARK & TLK Investments, LLC 0.25% Reduce -27.0% 1,521 $640K
Syverson Strege & Co 0.23% New 1,514 $637K
Grey Fox Wealth Advisors, LLC 0.24% Add +11.4% 1,514 $637K
New England Capital Financial Advisors LLC 0.36% Reduce -1.8% 1,512 $636K
Kure Advisory, LLC 0.54% Reduce -71.4% 1,507 $634K
Abich Financial Wealth Management LLC 0.49% Reduce -11.6% 1,497 $630K
Thomas Story & Son LLC 0.27% No change 1,495 $629K
V2 Financial group LLC 0.43% Reduce -1.3% 1,492 $628K
Peterson Financial Group, Inc. 4.09% Reduce -1.1% 1,489 $627K
Sara-Bay Financial 0.28% Reduce -13.0% 1,474 $626K
Valued Wealth Advisors LLC 0.44% Add +44.9% 1,484 $624K
Redmont Wealth Advisors LLC 0.87% Reduce -8.0% 1,483 $624K
Reitz Capital Advisors LLC 1.12% No change 1,658 $623K
Tiller Private Wealth, Inc. 0.28% Reduce -5.9% 1,482 $623K
Denver Wealth Management, Inc. 0.32% Reduce -4.0% 1,481 $623K
Stone House Investment Management, LLC 0.15% Add +265.5% 1,473 $620K
EnRich Financial Partners LLC 0.23% No change 1,472 $619K
Clarity Asset Management, Inc. 0.43% Add +29.9% 1,465 $616K
BCGM Wealth Management, LLC 0.22% Reduce -70.0% 1,457 $613K
LifePro Asset Management 0.40% Add +16.7% 1,440 $606K
Cadent Capital Advisors, LLC 0.24% Add +50.1% 1,438 $605K
Gainplan LLC 0.29% Reduce -19.6% 1,428 $601K
Sharper & Granite LLC 0.29% No change 1,409 $600K
Oceanside Advisors LLC 0.50% Reduce -23.8% 1,424 $599K
Battery Global Advisors, LLC 0.48% No change 1,420 $597K
Beacon Wealthcare LLC 0.27% Add +20.5% 1,416 $596K
Weinberger Asset Management, Inc 0.29% Reduce -3.1% 1,415 $595K
MUFG Securities EMEA plc 0.05% Reduce -99.5% 1,412 $594K
Valley Financial Group, Inc. 0.45% Add +29.2% 1,411 $594K
Hilltop Wealth Advisors, LLC 0.30% Reduce -15.1% 1,401 $590K
Western Financial Corp 0.36% Add +12.5% 1,400 $589K
O'Neil Global Advisors, Inc. 0.73% Reduce -91.0% 1,400 $589K
Windham Capital Management, LLC 0.46% Reduce -64.5% 1,397 $588K
Cordant, Inc. 0.34% Add +304.9% 1,393 $586K
Pps&v Asset Management Consultants, Inc. 0.43% Add +0.1% 1,393 $586K
Courage Miller Partners, LLC 0.20% Add +1.0% 1,393 $586K
Compass Advisory Group LLC 0.26% Reduce -10.0% 1,382 $581K
Avalon Advisory Group 0.28% New 1,381 $581K
Sollinda Capital Management LLC 0.18% Reduce -58.4% 1,375 $578K
Fenimore Asset Management Inc 0.01% Reduce -0.6% 1,359 $572K
Philip James Wealth Mangement, LLC 0.40% Reduce -5.5% 1,353 $569K
Core Wealth Management, Inc. 0.25% Add +37.6% 1,351 $568K
Significant Wealth Partners LLC 0.37% Add +8.6% 1,346 $566K
Shapiro Capital Management LLC 0.01% Add +0.1% 1,346 $566K
Amitell Capital Pte Ltd 0.48% New 1,339 $563K
MontVue Capital Management, Inc. 0.50% Reduce -8.4% 1,337 $563K
Disciplined Investments, LLC 0.31% Reduce -35.2% 1,335 $562K
RTD Financial Advisors, Inc. 0.07% No change 1,326 $558K
Lagoda Investment Management, L.P. 0.34% No change 1,325 $557K
Strategic Equity Management 0.46% No change 1,319 $555K
Keeley-Teton Advisors, LLC 0.07% No change 1,317 $554K
Valley Forge Investment Consultants Inc. Adv 0.21% Add +8.5% 1,306 $549K
AlphaMark Advisors, LLC 0.19% Add +22.0% 1,302 $548K
Thompson Davis & Co., Inc. 0.37% Add +9.4% 1,302 $548K
Credit Capital Investments LLC 0.68% No change 1,300 $547K
Raub Brock Capital Management LP 0.12% Reduce -58.8% 1,300 $547K
Legacy Capital Wealth Partners, LLC 0.39% Reduce -78.0% 1,910 $546K
Applied Capital LLC 0.32% No change 1,297 $546K
GenWealth Group, Inc. 0.14% Add +22.0% 1,294 $544K
True Vision MN LLC 0.38% Add +0.1% 1,339 $544K
Waller Financial Planning Group, Inc. 0.14% Add +14.7% 1,290 $543K
Prism Advisors, Inc. 0.16% Add +0.1% 1,287 $541K
Essex Private Wealth Management, LLC 1.53% Add +4.1% 1,284 $540K
FMA Wealth Management, LLC 0.45% No change 1,285 $540K
O'Keefe Stevens Advisory, Inc. 0.18% Add +1.7% 1,284 $540K
Family Capital Trust Co 0.19% No change 1,283 $540K
Guardian Wealth Advisors, LLC 0.35% Add +14.3% 1,271 $535K
Beacon Bridge Wealth Partners, LLC 0.25% Add +0.5% 1,259 $529K
DSC Advisors, L.P. 0.85% Add +13.9% 1,255 $528K
Barnett & Company, Inc. 0.36% No change 1,255 $528K
True Wealth Design, LLC 0.13% Reduce -7.6% 1,248 $525K
Josh Arnold Investment Consultant, LLC 0.55% Add +73.2% 1,242 $523K
Cutler Capital Management, LLC 0.25% Add +18.0% 1,241 $522K
Scientech Research LLC 0.27% Add +8.5% 1,231 $518K
Guardian Wealth Management, Inc. 0.40% Reduce -0.2% 1,230 $518K
Steph & Co. 0.18% Add +29.7% 1,228 $517K
Fee-Only Financial Planning, L.C. 0.35% No change 1,226 $516K
Beacon Financial Planning, Inc. 0.36% Add +0.1% 1,216 $512K
Hudson Edge Investment Partners Inc. 0.10% Add +8.9% 1,212 $510K
Threadgill Financial, LLC 0.23% Add +37.7% 1,210 $509K
LPWM LLC 0.19% No change 1,202 $509K
MTM Financial Group, LLC 0.34% Add +1.8% 1,209 $509K
Wexford Capital LP 0.10% Add +45.7% 1,208 $508K
Truefg, LLC 0.19% No change 1,204 $507K
Corus Family Wealth Advisors 0.43% Reduce -3.7% 1,203 $506K
O'Brien Wealth Partners LLC 0.12% Reduce -40.5% 1,199 $504K
Bramshill Investments, LLC 0.06% No change 1,190 $501K
Keating Wealth Management LLC 0.30% No change 1,175 $494K
Emergent Wealth Advisors, LLC 0.42% Add +13.5% 1,166 $490K
Saybrook Capital 0.13% Add +12.7% 1,158 $487K
Barry Investment Advisors, LLC 0.16% Add +0.3% 1,146 $482K
Lowery Thomas, LLC 0.37% Reduce -10.3% 1,138 $479K
Summit Investment Advisory Services, LLC 0.28% Add +34.6% 1,137 $478K
Lifestyle Asset Management, Inc. 0.28% Reduce -10.2% 1,132 $476K
Second Half Financial Partners, LLC 0.21% Add +14.6% 1,125 $473K
Benchmark Wealth Management, LLC 0.26% No change 1,124 $473K
ShankerValleau Wealth Advisors, Inc. 0.22% Add +6.7% 1,122 $472K
Tidemark, LLC 0.26% Add +10.0% 1,114 $469K
BCK Partners, Inc. 0.25% Add +5.7% 1,113 $468K
Paradice Investment Management LLC 0.08% Add +25.9% 1,112 $468K
Whitegate Investment Counselors, Inc. 0.13% Reduce -5.7% 1,111 $468K
Tanglewood Wealth Management, Inc. 0.06% Reduce -6.8% 1,109 $467K
Belvedere Trading LLC 0.03% New 1,104 $464K
Lountzis Asset Management, LLC 0.22% No change 1,103 $464K
AdvisorShares Investments LLC 0.09% New 1,100 $463K
Dravo Bay LLC 0.27% Add +8.5% 1,096 $461K
Forum Private Client Group LLC 0.22% Reduce -0.2% 1,095 $461K
Roth Financial Partners LLC 0.20% No change 1,094 $460K
American Financial & Tax Strategies Inc. 0.25% Reduce -3.6% 1,091 $459K
Hoese & Co LLP 0.42% Reduce -12.6% 1,109 $459K
IvyRock Asset Management (HK) Ltd 0.21% No change 1,090 $459K
Balanced Rock Investment Advisors LLC 0.39% Reduce -2.7% 1,087 $457K
TAGStone Capital, Inc. 0.27% Add +1.1% 1,081 $455K
Standard Family Office LLC 0.61% New 1,081 $455K
Websterrogers Financial Advisors, LLC 0.16% Reduce -49.2% 1,080 $454K
JFG Wealth Management, LLC 0.12% Add +41.5% 1,074 $452K
Marmo Financial Group, LLC 0.27% Add +8.7% 1,073 $451K
Vima LLC 0.52% Add +7.4% 1,562 $451K
Traction Financial Partners, LLC 0.35% No change 1,084 $450K
Soundwatch Capital LLC 0.09% Reduce -59.0% 1,058 $449K
Absolute Capital Management, LLC 0.29% New 1,066 $449K
Triune Financial Partners, LLC 0.16% Reduce -1.3% 1,062 $447K
Shared Vision Wealth Group LLC 0.28% Reduce -4.4% 1,054 $444K
SWAN Capital LLC 0.25% Reduce -5.6% 1,050 $442K
Ehrlich Financial Group 0.37% Reduce -2.1% 1,049 $441K
Bull Oak Capital, LLC 0.29% No change 1,043 $439K
Ellsworth Advisors, LLC 0.13% Add +83.1% 1,040 $439K
Stephen J. Garry & Associates, LLC 0.45% Add +0.8% 1,037 $436K
Prairieview Wealth Partners, LLC 0.40% Reduce -6.8% 1,036 $436K
Cardinal Point Capital Management ULC 0.08% Add +5.7% 1,036 $436K
OLIO Financial Planning 0.18% No change 1,153 $433K
Lanham O'Dell & Company, Inc. 0.22% Reduce -27.7% 1,028 $432K
Interactive Financial Advisors, Inc. 0.24% Reduce -98.6% 1,026 $432K
Del-Sette Capital Management, LLC 0.35% No change 1,025 $431K
Sunesis Advisors, LLC 0.25% No change 1,017 $428K
CenterStar Asset Management, LLC 0.88% New 1,015 $428K
WFA Asset Management Corp 0.22% Add +27.0% 1,016 $427K
Trademark Financial Management, LLC 0.35% Reduce -28.7% 1,009 $424K
Equita Financial Network, Inc. 0.19% Add +51.2% 1,007 $424K
Hyperion Capital Advisors LP 0.20% No change 1,007 $424K
Bromfield Sneider Wealth Advisors 0.26% Add +183.9% 1,005 $423K
Alpha Square Group S LLC 0.79% No change 1,000 $421K
WJ Interests, LLC 0.22% No change 997 $419K
Bluestem Financial Advisors, LLC 0.22% New 997 $419K
Kraft Asset Management, LLC 0.34% Add +43.1% 996 $419K
Retirement Financial Solutions, LLC 0.21% Reduce -7.4% 993 $418K
Custos Family Office, LLC 0.21% Add +4.2% 990 $416K
Highlander Partners, L.P. 0.29% New 1,050 $413K
Seaside Wealth Management, Inc. 0.18% No change 981 $413K
Treasure Coast Financial Planning 0.27% Reduce -13.0% 980 $412K
Anfield Capital Management, LLC 0.20% Add +79.5% 978 $412K
Clarity Capital Advisors, LLC 0.33% No change 974 $410K
Altura Wealth Advisors Inc. 0.48% New 973 $409K
Navis Wealth Advisors, LLC 0.49% Reduce -35.5% 972 $409K
Beacon Financial Strategies CORP 0.29% Reduce -3.1% 968 $407K
Socha Financial Group, LLC 0.18% Add +1.1% 965 $406K
Causeway Capital Management LLC 0.01% New 965 $406K
Afg Fiduciary Services Limited Partnership 0.30% Reduce -6.1% 952 $406K
City Center Advisors, LLC 0.48% — 963 $405K
Outfitters Financial LLC 0.33% Reduce -9.5% 952 $401K
Aspect Partners, LLC 0.32% Add +1.1% 949 $399K
HRC Wealth Management, LLC 0.29% Add +4.6% 948 $399K
Leverty Financial Group, LLC 0.24% Add +4.8% 947 $399K
Integrated Capital Management, Inc. 0.33% Reduce -3.8% 947 $399K
Gagnon Securities LLC 0.09% Add +1.1% 947 $398K
AIFG Consultants Ltd. 0.29% Reduce -7.4% 944 $397K
Simplify Asset Management Inc. 0.04% Reduce -10.6% 941 $396K
American Capital Advisory, LLC 0.34% Reduce -33.3% 1,368 $394K
Klein Pavlis & Peasley Financial, Inc. 0.36% Add +9.1% 937 $394K
David Kennon Inc 0.17% Add +10.3% 935 $393K
Myecfo, LLC 0.23% Add +5.9% 933 $393K
Sicart Associates LLC 0.14% No change 926 $390K
Strategic Point Investment Advisors, LLC 0.07% Reduce -2.1% 919 $387K
Lee Financial Group Hawaii, Inc. 0.30% No change 920 $387K
Highland Financial Advisors, LLC 0.15% Add +7.0% 918 $386K
Laurel Wealth Planning LLC 0.26% Reduce -10.9% 912 $384K
Fund Evaluation Group, LLC 0.02% New 909 $382K
Sanchez Wealth Management Group 0.13% Add +0.1% 905 $381K
Cardinal Capital Management, Inc. 0.02% Reduce -11.8% 902 $379K
Ergawealth Advisors, Inc. 0.21% Add +1.5% 901 $379K
Union Investments & Development Ltd. 1.76% No change 900 $379K
Reinhart Partners, Llc. 0.02% No change 900 $379K
Lam Group, Inc. 0.31% No change 899 $378K
Applied Finance Capital Management, LLC 0.03% Reduce -24.8% 899 $378K
Briaud Financial Planning Inc 0.21% New 898 $378K
Camelot Portfolios, LLC 0.37% Reduce -38.9% 897 $377K
Heritage Wealth Management, Inc./Texas 0.24% No change 896 $377K
AFS Financial Group, LLC 1.58% Reduce -89.2% 891 $375K
1492 Capital Management LLC 0.21% Add +1.1% 890 $374K
Flagship Private Wealth, LLC 0.24% Add +42.8% 888 $374K
LifeGuide Financial Advisors, LLC 0.18% Add +0.3% 866 $364K
Alpha Financial Advisors, LLC 0.17% No change 864 $364K
Mills Wealth Advisors LLC 0.27% Reduce -17.2% 860 $362K
Terril Brothers, Inc. 0.12% Reduce -2.8% 858 $361K
Clark Estates Inc. 0.06% No change 853 $359K
Sykon Capital LLC 0.13% Add +8.4% 852 $358K
GR Financial Group, LLC 0.08% Add +10.3% 846 $356K
Strid Group, LLC 0.06% Reduce -7.6% 842 $354K
NDWM LLC 0.32% No change 836 $352K
Vista Finance, LLC 0.88% Add +35.1% 835 $351K
Solutions 4 Wealth, Ltd 0.99% Add +10.2% 834 $351K
Roger Wittlin Investment Advisory, LLC 0.24% New 829 $349K
Legacy Wealth Asset Management, LLC 0.10% Add +3.5% 829 $349K
Certus Wealth Management, LLC 0.28% New 854 $347K
Buska Wealth Management, LLC 0.15% — 822 $346K
New Perspectives, Inc 0.19% — 816 $343K
Halpern Financial, Inc. 0.10% No change 814 $342K
Solano Wealth Management, Inc. 0.19% Reduce -14.7% 807 $340K
TCP Asset Management, LLC 0.09% Add +18.5% 806 $339K
New Harbor Financial Group, LLC 0.13% No change 805 $339K
Hillcrest Wealth Advisors - NY, LLC 0.18% Reduce -1.9% 804 $338K
Asset Allocation Strategies LLC 0.12% Add +14.1% 802 $337K
Bright Financial Advisors, Inc. 0.25% — 847 $337K
Maltin Wealth Management, Inc. 0.19% Reduce -1.7% 800 $337K
West Tower Group, LLC 1.02% New 800 $337K
SWP Financial LLC 0.24% Add +2.0% 800 $337K
Versor Investments LP 0.07% New 799 $336K
Thor Investment Management Inc. /Oh/ 0.26% Add +7.7% 794 $334K
Stewardship Advisors, LLC 0.11% Add +28.1% 793 $334K
Maryland Capital Advisors Inc. 0.21% No change 789 $332K
Mane Global Capital Management LP 0.03% Reduce -99.1% 788 $332K
Andina Capital Management, LLC 0.26% Add +43.6% 787 $331K
Hapanowicz & Associates Financial Services, Inc 0.19% Add +27.6% 785 $330K
Private Wealth Group, LLC 0.17% No change 784 $330K
Arrien Investments, Inc. 0.26% Reduce -17.2% 783 $329K
Hibernia Wealth Partners, LLC 0.22% Add +1.6% 779 $328K
Vantage Consulting Group Inc 0.21% Reduce -6.8% 779 $328K
New England Professional Planning Group Inc. 0.17% Add +7.5% 779 $328K
Mycio Wealth Partners, LLC 0.08% No change 779 $328K
Sterling Investment Advisors LLC 0.19% No change 777 $327K
Lee Johnson Capital Management, LLC 0.17% Reduce -0.5% 777 $327K
Corton Capital Inc. 0.12% Reduce -54.7% 776 $326K
Beddow Capital Management Inc. 0.15% No change 775 $326K
Rice Hall James & Associates, LLC 0.02% Reduce -10.2% 767 $323K
NorthLanding Financial Partners, LLC 0.35% No change 761 $320K
Eq LLC 0.20% Reduce -3.2% 755 $318K
Divergent Planning, LLC 0.13% New 747 $317K
Prospect Hill Management, LLC 0.20% No change 750 $316K
Skylands Capital, LLC 0.04% No change 745 $313K
American Investment Services, Inc. 0.06% No change 737 $310K
Shariaportfolio, Inc. 0.18% Reduce -15.1% 735 $309K
FPC Investment Advisory, Inc. 0.30% — 755 $309K
Greenfield Seitz Capital Management, LLC 0.11% No change 733 $308K
Biltmore Wealth Management, LLC 0.14% No change 802 $301K
Altrius Capital Management Inc 0.08% Reduce -8.7% 715 $301K
ORG Partners LLC 0.57% Reduce -96.0% 700 $299K
Pacific Wealth Management 0.17% No change 780 $293K
JDM Financial Group LLC 0.21% No change 691 $291K
Verde Capital Management 0.10% New 690 $290K
Adapt Wealth Advisors, LLC 0.21% — 690 $290K
Fortress Wealth Management, Inc. 0.15% New 686 $289K
Safir Wealth Advisors, LLC 0.23% No change 680 $286K
Disciplined Growth Investors Inc. 0.01% No change 679 $286K
Wooster Corthell Wealth Management, Inc. 0.07% Add +0.6% 678 $285K
Stapp Wealth Management, PLLC 0.50% No change 676 $284K
Wela Strategies, Inc. 0.13% Add +3.7% 675 $284K
Colony Family Offices, LLC 0.09% New 668 $281K
Vawter Financial, Ltd. 0.20% Add +3.3% 667 $281K
Horizons Wealth Management 0.18% No change 741 $279K
Greytown Advisors Inc. 0.16% Add +7.7% 660 $278K
Fusion Family Wealth, LLC 0.03% No change 657 $276K
Cornerstone Advisors Asset Management, LLC 0.10% No change 650 $273K
Access Investment Management LLC 0.09% New 650 $273K
Ruane, Cunniff & Goldfarb L.P. 0.00% Reduce -6.2% 649 $273K
Kathleen S. Wright Associates Inc. 0.13% Add +178.0% 645 $272K
Letko, Brosseau & Associates Inc. 0.00% No change 638 $268K
Dentgroup LLC 0.22% Reduce -26.6% 635 $267K
Ariston Services Group 0.26% Reduce -1.1% 634 $267K
Crabel Capital Management, LLC 0.23% New 633 $266K
Ellerson Group Inc. 0.20% Reduce -43.0% 631 $265K
Ceera Investments, LLC 0.12% No change 629 $265K
Cornerstone Management, Inc. 0.06% Reduce -0.8% 625 $263K
B&D White Capital Company, LLC 0.06% New 622 $262K
Pinnacle Family Advisors, LLC 0.14% Reduce -10.5% 620 $261K
Hudson Capital Management LLC 0.09% New 620 $261K
Ameraudi Asset Management, Inc. 0.12% No change 618 $260K
Plan Group Financial, LLC 0.17% Reduce -67.7% 612 $258K
Aquire Wealth Advisors, LLC 0.09% New 610 $257K
Perritt Capital Management Inc 0.14% Reduce -4.6% 606 $255K
Elevate Wealth Advisory, Inc. 0.22% Reduce -14.7% 604 $254K
J. Stern & Co. LLP 0.03% No change 604 $254K
BlueCrest Capital Management Ltd 0.13% No change 600 $252K
Schiavi & Co LLC 0.10% Add +3.3% 600 $252K
Rye Brook Capital LLC 0.15% New 600 $252K
FC Advisory LLC 0.09% New 597 $251K
Private Wealth Advisors, LLC 0.11% Reduce -0.5% 597 $251K
iSAM Funds (UK) Ltd 0.14% New 594 $250K
Engineers Gate Manager LP 0.01% Reduce -96.6% 592 $249K
XY Capital Ltd 0.21% Reduce -50.9% 590 $248K
Financial Alternatives, Inc 0.19% No change 589 $248K
Fischer Investment Strategies, LLC 0.22% Add +0.5% 586 $246K
Investments & Financial Planning, LLC 0.17% No change 585 $246K
Theory Financial LLC 0.13% Reduce -63.3% 585 $246K
swisspartners Advisors Ltd 0.20% No change 640 $243K
Sage Financial Group Inc. 0.02% Reduce -8.7% 577 $243K
Straight Path Wealth Management 0.14% New 576 $242K
Compass Financial Group, INC 0.06% Add +6.7% 575 $242K
Mid-American Wealth Advisory Group, Inc. 0.16% Reduce -89.6% 575 $242K
Share Andrew L. 0.13% No change 575 $242K
Greylin Investment Management, Inc 0.04% Reduce -11.5% 575 $242K
Starfox Financial Services, LLC 0.20% Reduce -5.4% 580 $240K
Your Advocates Ltd., LLP 0.10% Reduce -4.2% 567 $239K
Unconventional Investor, LLC 0.17% Reduce -1.1% 565 $238K
White Wing Wealth Management 0.20% Add +3.7% 556 $236K
Capital CS Group, LLC 0.24% Reduce -72.5% 560 $236K
McNamara Financial Services, Inc. 0.05% Reduce -13.1% 559 $235K
Windward Private Wealth Management Inc. 0.09% No change 552 $232K
Schulz Wealth, LTD. 0.20% No change 547 $230K
Dark Forest Capital Management LP 0.04% New 542 $228K
Cobblestone Asset Management LLC 0.15% No change 540 $227K
Twinbeech Capital LP 0.00% Reduce -98.7% 540 $227K
Spectrum Financial Alliance Ltd LLC 0.09% No change 537 $226K
BCU Wealth Advisors, LLC 0.19% New 532 $224K
ALM First Financial Advisors, LLC 0.06% New 530 $223K
ONE Advisory Partners, LLC 0.11% New 528 $222K
Grayhawk Investment Strategies Inc. 0.20% Add +11.7% 527 $222K
Regis Acquisition Inc. 0.13% New 525 $221K
Brave Warrior Advisors 0.00% Reduce -48.8% 525 $221K
RCS Financial Planning, LLC 0.14% New 523 $220K
Sinecera Capital, LLC 0.30% New 521 $219K
Kanen Wealth Management LLC 0.14% New 509 $214K
Luminvest Wealth Management LLC 0.13% No change 500 $214K
Envision Financial Planning, LLC 0.17% New 507 $213K
LPF Advisors LLC 0.21% Reduce -23.2% 504 $212K
Bay Harbor Wealth Management, LLC 0.08% Reduce -0.8% 501 $211K
Weitzel Financial Services, Inc. 0.11% Reduce -38.6% 497 $211K
EHP Funds Inc. 0.15% Reduce -28.6% 500 $210K
Corepath Wealth Partners LLC 0.23% Reduce -31.4% 514 $210K
Shore Point Advisors, LLC 0.12% New 495 $208K
AF Advisors, Inc. 0.05% New 494 $208K
Portland Investment Counsel Inc. 0.06% Reduce -4.9% 2,154 $207K
Stonehearth Capital Management, LLC 0.09% Reduce -26.6% 491 $207K
Spring Capital Management, LLC 0.15% New 489 $206K
HFR Wealth Management, LLC 0.05% New 488 $205K
Cornerstone Wealth Advisors, Inc. 0.06% Reduce -17.1% 483 $203K
Algert Global LLC 0.01% Reduce -64.3% 479 $202K
Disciplined Equity Management, Inc. 0.12% Reduce -56.8% 430 $181K
Legend Financial Advisors, Inc. 0.13% Add +24.1% 427 $180K
Sanctuary Wealth Management, L.L.C. 0.15% No change 426 $179K
Hussman Strategic Advisors, Inc. 0.04% No change 420 $177K
Luken Investment Analytics, LLC 0.09% No change 414 $174K
Evolution Advisers, Inc. 0.10% Reduce -5.0% 403 $170K
Coombe, Bender & Co LLC 0.10% New 385 $162K
Beutel, Goodman & Co Ltd. 0.00% Reduce -6.1% 386 $162K
Family CFO Inc 0.09% Reduce -4.5% 338 $142K
Carolina Wealth Advisors, LLC 0.07% Add +0.3% 307 $129K
Iron Horse Wealth Management, LLC 0.05% Add +36.8% 305 $128K
Morgan Dempsey Capital Management LLC 0.03% Reduce -4.7% 205 $86K
Bare Financial Services, Inc 0.08% No change 217 $84K
Gleason Group, Inc. 0.02% No change 200 $84K
Atlantic Private Wealth, LLC 0.07% Add +5.4% 194 $82K
Horizon Financial Services, LLC 0.05% New 190 $80K
Bellevue Group AG 0.00% Add +47.5% 180 $76K
Wells Financial Advisors INC 0.05% No change 170 $72K
EntryPoint Capital, LLC 0.06% Reduce -28.1% 166 $70K
PayPay Securities Corp 3.30% Reduce -16.5% 157 $66K
MidAtlantic Capital Management, Inc. 0.05% No change 148 $62K
MilWealth Group LLC 0.02% Reduce -6.7% 140 $59K
Richardson Capital Management LLC 0.05% Add +1290.0% 139 $59K
Paloma Partners Management Co 0.01% Reduce -50.2% 130 $55K
4Thought Financial Group Inc. 0.04% No change 128 $54K
TFO Wealth Partners, LLC 0.01% Reduce -58.1% 119 $50K
DB Fitzpatrick & Co, Inc 0.04% Reduce -1.7% 114 $48K
BBJS Financial Advisors, LLC 0.02% Reduce -4.3% 111 $47K
Lion Point Capital, LP 0.08% No change 100 $42K
Avondale Wealth Management 0.02% No change 66 $28K
IFS Advisors, LLC 0.02% No change 65 $28K
Longfellow Investment Management Co. LLC 0.00% No change 45 $19K
Christopher J. Hasenberg, Inc 0.01% New 26 $11K
Berkshire Capital Holdings Inc. 0.00% No change 10 $4K
PEAK6 Investments LLC 0.00% New 3 $1K

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