MicrosoftMSFT

13F holders, Q2 2024 (June 30)
5,264holders +29
105new positions
96sold out
34famous investors
$446.86avg. 13F price*

At the end of Q2 2024, 5,264 institutions reported holding Microsoft Corp. (MSFT) in their 13F filings, up 29 from Q1 2024. 105 opened new positions and 96 sold out. The largest holders were Vanguard Group Inc. ($302.1B), BlackRock Inc. ($247.6B) and State Street Corp. ($134.1B). 34 famous investors held it, including Bill Gates / Michael Larson (32.7% of Gates Foundation Trust's portfolio), Terry Smith (13.0% of Fundsmith's portfolio) and Chris Hohn (11.5% of TCI Fund Management'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 → Q2 2024

InstitutionsTotal Value
New Positions105$1.4B
Exits96$3.7B

All 13F filers, Q1 2024 → Q2 2024: 127,729,872 shares bought and 111,471,272 shares sold, net +16,258,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5,264 holders

Vanguard Group Inc. 5.80% Add +1.2% 675,906,459 $302.1B
BlackRock Inc. 5.62% Add +1.5% 553,976,307 $247.6B
State Street Corp. 5.87% Reduce -0.1% 300,030,794 $134.1B
FMR LLC 6.21% Reduce -1.9% 216,686,981 $96.8B
Geode Capital Management, LLC 6.33% Add +2.6% 161,760,164 $72.1B
T. Rowe Price Associates Inc. 7.32% Reduce -3.8% 136,739,021 $61.1B
JPMorgan Chase & Co. 5.13% Add +3.8% 133,013,119 $59.5B
Morgan Stanley 4.25% Add +0.5% 122,759,769 $54.9B
Norges Bank 6.48% Add +3.2% 97,071,282 $43.4B
Capital International Investors 7.27% Reduce -5.5% 78,997,144 $35.3B
Capital Research Global Investors 7.60% Reduce -1.0% 77,441,105 $34.6B
Capital World Investors 5.45% Reduce -9.5% 74,726,141 $33.4B
Northern Trust Corp. 5.62% Reduce -0.4% 74,614,737 $33.3B
Bank of America Corp. 2.96% Add +1.8% 68,914,327 $30.8B
Bank of New York Mellon Corp 5.44% Reduce -2.5% 64,222,338 $28.7B
Wellington Management Group LLP 4.32% Reduce -8.1% 54,012,844 $24.1B
Nuveen Asset Management, LLC 6.87% Reduce -0.2% 52,469,214 $23.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 6.73% Add +27.5% 52,465,761 $23.4B
Legal & General Group Plc 6.21% Reduce -1.8% 49,144,592 $22.0B
Charles Schwab Investment Management Inc. 3.97% Add +2.6% 46,576,632 $20.8B
Goldman Sachs Group Inc. 3.81% Add +7.2% 43,577,359 $19.5B
Alliancebernstein L.P. 6.55% Reduce -1.1% 41,996,215 $18.8B
Franklin Resources Inc. 5.28% Reduce -0.8% 38,013,717 $17.0B
Invesco Ltd. 3.56% Add +3.6% 37,579,225 $16.8B
Massachusetts Financial Services Co. 5.16% Reduce -2.3% 37,553,789 $16.8B
Royal Bank of Canada 3.90% Add +3.2% 36,100,118 $16.1B
Wells Fargo & Company 4.09% Add +2.3% 35,355,694 $15.8B
Gates Foundation Trust 32.71% Reduce -4.4% 34,889,597 $15.6B
Ameriprise Financial Inc. 4.19% Add +0.3% 34,511,544 $15.4B
Amundi 5.51% Add +0.2% 31,179,735 $14.4B
UBS Group AG 4.38% Add +8.4% 31,916,610 $14.3B
Deutsche Bank AG 6.04% Reduce -2.7% 29,888,001 $13.4B
Janus Henderson Group PLC 7.08% Reduce -0.1% 29,579,540 $13.2B
Barclays PLC 6.08% Reduce -9.4% 29,566,599 $13.2B
Fisher Asset Management 5.30% Add +5.2% 27,267,737 $12.2B
HSBC Holdings PLC 7.85% Add +18.1% 27,150,716 $12.2B
Jennison Associates LLC 7.18% Reduce -0.6% 25,077,768 $11.2B
Dimensional Fund Advisors LP 2.81% Add +6.9% 24,091,789 $10.8B
Swiss National Bank 6.42% Reduce -1.2% 20,899,970 $9.3B
California Public Employees Retirement System 6.39% Reduce -2.6% 19,478,879 $8.7B
Bank of Montreal 2.50% Add +4.6% 18,030,292 $8.2B
Sumitomo Mitsui Trust Group, Inc. 5.98% Reduce -6.2% 18,136,698 $8.1B
American Century Companies Inc. 4.61% Reduce -0.7% 16,799,473 $7.5B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 8.00% Reduce -1.4% 16,126,413 $7.2B
Principal Financial Group Inc. 4.02% Reduce -1.2% 15,149,104 $6.8B
Arrowstreet Capital, Limited Partnership 5.89% Add +19.0% 14,985,426 $6.7B
Rhumbline Advisers 6.19% Add +0.3% 14,738,956 $6.6B
Swedbank AB 8.15% Add +2.7% 13,640,068 $6.1B
Sanders Capital, LLC 8.99% Add +1.0% 13,136,917 $5.9B
Clearbridge Investments, LLC 4.76% Reduce -8.4% 13,095,335 $5.9B
Mitsubishi UFJ Asset Management Co., Ltd. 7.08% Add +8.9% 12,989,113 $5.8B
Schroder Investment Management Group 6.18% Add +5.4% 12,494,463 $5.6B
Neuberger Berman Group LLC 4.38% Add +1.0% 11,922,266 $5.3B
Brown Advisory Inc. 6.82% Add +5.2% 11,666,816 $5.2B
T. Rowe Price Investment Management, Inc. 3.29% Add +4.6% 11,662,735 $5.2B
National Pension Service 5.92% Add +2.1% 11,521,978 $5.1B
Voya Investment Management LLC 5.78% Add +5.5% 11,485,498 $5.1B
California State Teachers Retirement System 6.28% Reduce -0.1% 11,454,827 $5.1B
Nordea Investment Management AB 5.87% Add +4.6% 11,024,796 $5.0B
Raymond James & Associates 3.26% Add +1.0% 11,115,098 $5.0B
State Farm Mutual Automobile Insurance Co. 4.39% No change 10,868,911 $4.9B
New York State Common Retirement Fund 6.32% Reduce -4.8% 10,780,882 $4.8B
Lazard Asset Management LLC 6.45% Reduce -3.0% 10,663,300 $4.8B
TCI Fund Management 11.50% No change 10,531,890 $4.7B
Envestnet Asset Management Inc. 1.60% Add +1.6% 10,265,992 $4.6B
Primecap Management Co. 3.25% Reduce -1.9% 10,043,580 $4.5B
TD Asset Management Inc 4.15% Reduce -1.3% 9,959,193 $4.5B
PNC Financial Services Group, Inc. 2.83% Reduce -2.6% 9,505,833 $4.2B
Dodge & Cox 2.53% Reduce -0.8% 9,414,281 $4.2B
Citigroup Inc. 4.05% Add +10.1% 9,380,101 $4.2B
Manufacturers Life Insurance Company, The 3.79% Reduce -0.8% 9,032,619 $4.0B
Polen Capital Management LLC 10.08% Reduce -7.0% 8,985,549 $4.0B
Aberdeen Group plc 7.07% Add +8.2% 8,256,193 $3.7B
BNP Paribas Financial Markets 4.02% Add +32.8% 8,198,484 $3.7B
Prudential Financial Inc. 5.50% Reduce -10.3% 8,197,421 $3.7B
Bessemer Group Inc. 6.17% Reduce -1.4% 7,823,278 $3.5B
National Bank of Canada 5.31% Reduce -3.1% 7,468,338 $3.4B
Ensign Peak Advisors, Inc 6.23% Reduce -5.0% 7,621,857 $3.4B
FIL Ltd 3.37% Reduce -0.0% 7,614,203 $3.4B
Fayez Sarofim & Co 9.17% Add +7.5% 7,603,940 $3.4B
Canada Pension Plan Investment Board 3.33% Add +20.6% 7,575,391 $3.4B
Macquarie Group Ltd. 3.89% Reduce -1.9% 7,565,972 $3.4B
DekaBank Deutsche Girozentrale 5.95% Add +0.6% 7,264,826 $3.3B
State Board of Administration of Florida Retirement System 6.42% Reduce -10.7% 7,289,370 $3.3B
Winslow Capital Management, LLC 11.68% Add +0.1% 7,247,313 $3.2B
Ninety One UK Ltd 8.94% Reduce -0.7% 7,246,113 $3.2B
New York State Teachers Retirement System 6.75% Reduce -4.3% 7,161,348 $3.2B
Stifel Financial Corp. 3.59% Reduce -1.2% 7,145,811 $3.2B
Fundsmith 13.01% Reduce -6.3% 7,140,615 $3.2B
Adage Capital Partners Gp, L.L.C. 5.90% Reduce -0.6% 7,126,593 $3.2B
CANADA LIFE ASSURANCE Co 5.99% Add +5.6% 7,111,938 $3.2B
Russell Investments Group, Ltd. 5.08% Reduce -5.3% 7,026,859 $3.1B
CIBC Private Wealth Group LLC 5.87% Reduce -1.2% 6,708,516 $3.1B
Royal London Asset Management Ltd. 7.93% Reduce -6.7% 6,946,504 $3.1B
LPL Financial LLC 1.54% Add +8.0% 6,889,775 $3.1B
APG Asset Management N.V. 5.40% Add +1.0% 7,259,561 $3.0B
Loomis Sayles & Co. L P 3.97% Reduce -1.3% 6,432,123 $2.9B
Corient Private Wealth LP 4.93% Reduce -0.7% 6,328,027 $2.8B
Bank of Nova Scotia 5.56% Add +24.2% 6,279,367 $2.8B
Allianz Asset Management GmbH 4.52% Add +5.6% 6,250,998 $2.8B
Parnassus Investments, LLC 5.91% Reduce -3.4% 6,067,322 $2.7B
Robeco Institutional Asset Management B.V. 5.81% Reduce -2.0% 6,043,313 $2.7B
1832 Asset Management L.P. 4.77% Reduce -6.0% 5,892,362 $2.6B
Victory Capital Management Inc. 2.68% Reduce -0.9% 5,887,150 $2.6B
Marshall Wace, LLP 3.72% Add +50.8% 5,833,212 $2.6B
US Bancorp \de 3.51% Reduce -0.8% 5,755,127 $2.6B
GQG Partners LLC 3.83% Reduce -21.1% 5,655,401 $2.5B
Korea Investment CORP 6.36% Reduce -2.1% 5,650,646 $2.5B
Sei Investments Co. 3.57% Add +6.2% 5,644,918 $2.5B
Generation Investment Management LLP 11.70% Add +4.9% 5,436,675 $2.4B
KBC Group NV 7.27% Add +11.8% 5,382,913 $2.4B
Baird Financial Group, Inc. 4.97% Add +1.2% 5,360,409 $2.4B
Mackenzie Financial Corp. 3.55% Reduce -0.5% 5,349,199 $2.4B
Tiger Global Management 11.04% No change 5,344,165 $2.4B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 6.02% Add +2.0% 5,210,695 $2.3B
Pictet Asset Management Holding SA 2.66% Reduce -9.0% 5,192,728 $2.3B
D. E. Shaw & Co. 3.49% Reduce -25.3% 5,126,462 $2.3B
Edgewood Management LLC 6.13% Add +6.5% 5,061,190 $2.3B
Natixis Advisors, LLC 4.90% Add +10.1% 5,040,607 $2.3B
Aviva PLC 6.37% Add +18.6% 5,038,308 $2.3B
Chevy Chase Trust Holdings, LLC 7.11% Reduce -1.3% 4,982,872 $2.2B
Fred Alger Management, LLC 10.71% Add +1.0% 4,927,271 $2.2B
Toronto Dominion Bank 3.53% Reduce -10.1% 4,922,877 $2.2B
HighTower Advisors, LLC 3.37% Reduce -1.2% 4,872,280 $2.2B
Baillie Gifford & Co. 1.68% Reduce -0.6% 4,825,761 $2.2B
Fiera Capital Corp 6.61% Reduce -10.8% 4,771,560 $2.1B
Aristotle Capital Management, LLC 4.10% Reduce -8.8% 4,740,238 $2.1B
Truist Financial Corp. 3.20% Reduce -0.2% 4,692,463 $2.1B
Mitsubishi UFJ Trust & Banking Corp 4.93% Reduce -7.4% 4,628,681 $2.1B
Vontobel Holding Ltd. 6.60% Add +224.9% 4,547,781 $2.0B
First Manhattan Co. Llc. 6.48% Reduce -1.2% 4,517,456 $2.0B
William Blair Investment Management, LLC 5.28% Add +4.1% 4,506,456 $2.0B
State of Wisconsin Investment Board 5.34% Reduce -5.7% 4,505,624 $2.0B
Healthcare of Ontario Pension Plan Trust Fund 5.96% Add +18.9% 4,488,414 $2.0B
Los Angeles Capital Management LLC 7.14% Reduce -16.7% 4,464,440 $2.0B
Alecta Tjanstepension Omsesidigt 10.91% Reduce -2.5% 4,383,200 $2.0B
Caisse de depot et placement du Quebec 4.73% Add +0.3% 4,355,887 $1.9B
AXA S.A. 5.76% Add +1.8% 4,306,261 $1.9B
Raymond James Financial Services Advisors, Inc. 2.67% Add +1.1% 4,202,480 $1.9B
Danske Bank A/S 6.93% Reduce -22.3% 4,200,939 $1.9B
Bank Julius Baer & Co. Ltd, Zurich 7.10% Reduce -8.2% 3,822,961 $1.9B
Zurcher Kantonalbank (Zurich Cantonalbank) 5.86% Add +6.0% 4,031,145 $1.8B
Allspring Global Investments Holdings, LLC 2.83% Reduce -5.6% 3,880,570 $1.7B
ProShare Advisors LLC 4.64% Reduce -6.6% 3,879,792 $1.7B
AQR Capital Management 2.65% Reduce -2.8% 3,868,943 $1.7B
Storebrand Asset Management As 5.71% Reduce -2.5% 3,847,455 $1.7B
Skandinaviska Enskilda Banken AB (publ) 8.22% Add +24.6% 3,831,437 $1.7B
Blair William & Co. 5.23% Add +3.4% 3,788,765 $1.7B
GMO 5.71% Add +5.2% 3,782,328 $1.7B
Public Employees Retirement Association of Colorado 7.06% Reduce -0.7% 3,778,840 $1.7B
Focus Partners Wealth 5.66% Add +234.5% 3,757,342 $1.7B
Public Employees Retirement System of Ohio 6.49% Reduce -4.4% 3,720,198 $1.7B
Mariner, LLC 3.22% Add +4.4% 3,718,711 $1.7B
Coatue Management 6.44% Add +0.6% 3,701,654 $1.7B
DNB Asset Management AS 7.81% Add +4.1% 3,663,704 $1.6B
Nomura Asset Management Co. Ltd. 5.54% Add +4.2% 3,614,966 $1.6B
Assenagon Asset Management S.A. 3.96% Reduce -36.2% 3,559,515 $1.6B
STRS Ohio 6.25% Reduce -1.4% 3,541,112 $1.6B
Commonwealth Equity Services, LLC 2.50% Add +1.0% 3,532,139 $1.6B
Eagle Capital Management LLC 5.84% Reduce -25.1% 3,523,496 $1.6B
Sustainable Growth Advisers, LP 6.83% Reduce -8.2% 3,463,177 $1.5B
AustralianSuper Pty Ltd 8.77% Add +12.5% 3,406,262 $1.5B
Treasurer of the State of North Carolina 6.36% Reduce -1.2% 3,356,567 $1.5B
Flossbach Von Storch SE 6.27% Reduce -1.2% 3,337,591 $1.5B
Handelsbanken Fonder AB 6.43% Reduce -4.3% 3,309,631 $1.5B
Thrivent Financial for Lutherans 2.98% Add +1.3% 3,302,092 $1.5B
Mawer Investment Management Ltd. 6.94% Reduce -1.5% 3,281,722 $1.5B
Soroban Capital Partners LP 21.28% Add +17.8% 3,239,852 $1.4B
Rathbones Group PLC 7.82% Add +3.7% 3,214,047 $1.4B
Sands Capital Management, LLC 4.20% Reduce -5.2% 3,199,422 $1.4B
King Luther Capital Management Corp. 6.28% Reduce -0.9% 3,097,013 $1.4B
Millennium Management 1.16% Add +8.6% 3,036,873 $1.4B
Rockefeller Capital Management L.P. 3.83% Add +0.5% 3,013,419 $1.3B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3.22% — 3,007,353 $1.3B
Asset Management One Co., Ltd. 5.07% Reduce -2.1% 2,967,039 $1.3B
Two Sigma Advisers, LP 2.91% Add +19.1% 2,923,800 $1.3B
CI Investments Inc. 5.14% Add +2.9% 2,919,090 $1.3B
Menora Mivtachim Holdings LTD. 8.75% Add +1.1% 2,882,482 $1.3B
Fifth Third Bancorp 4.89% Add +0.8% 2,875,225 $1.3B
State of Tennessee, Department of Treasury 4.71% Reduce -2.8% 2,865,077 $1.3B
Retirement Systems of Alabama 4.95% Reduce -1.1% 2,864,875 $1.3B
Keybank National Association 5.16% Reduce -0.2% 2,820,760 $1.3B
Impax Asset Management Group plc 5.05% Reduce -9.0% 2,776,866 $1.2B
AMF Tjanstepension AB 9.17% Add +6.8% 2,749,526 $1.2B
Cerity Partners LLC 3.31% Reduce -6.8% 2,730,689 $1.2B
Panagora Asset Management Inc. 5.97% Add +1.5% 2,657,272 $1.2B
State of New Jersey Common Pension Fund D 5.06% Reduce -35.5% 2,594,769 $1.2B
Alphinity Investment Management Pty Ltd 8.31% Add +35.2% 2,524,477 $1.1B
Creative Planning 1.19% Add +3.5% 2,494,309 $1.1B
ING Groep NV 6.61% Reduce -5.6% 2,493,606 $1.1B
Calamos Advisors LLC 7.78% Reduce -1.9% 2,472,882 $1.1B
State of Michigan Retirement System 5.65% Reduce -1.2% 2,458,467 $1.1B
Candriam S.C.A. 6.71% Reduce -0.2% 2,455,167 $1.1B
Ontario Teachers Pension Plan Board 10.82% Reduce -2.3% 2,432,280 $1.1B
M&T Bank Corp 3.71% Add +3.0% 2,429,666 $1.1B
First Trust Advisors LP 1.10% Add +2.4% 2,406,555 $1.1B
Mirae Asset Global Investments Co., Ltd. 5.30% Reduce -65.6% 2,368,128 $1.1B
Cibc World Markets Corp. 6.98% Add +10.6% 2,375,014 $1.1B
MetLife Investment Management, LLC 6.18% Add +13.7% 2,327,567 $1.0B
Resona Asset Management Co.,Ltd. 6.24% Reduce -5.4% 2,311,882 $1.0B
Man Group plc 2.81% Reduce -8.8% 2,314,274 $1.0B
UniSuper Management Pty Ltd 8.58% Add +7.4% 2,313,800 $1.0B
Lord, Abbett & Co. LLC 3.40% Reduce -2.4% 2,301,133 $1.0B
Verition Fund Management LLC 8.81% Add +1337.8% 2,300,004 $1.0B
Montrusco Bolton Investments Inc. 10.78% Add +4.8% 2,352,602 $1.0B
Viking Global Investors 3.94% Add +43.5% 2,292,331 $1.0B
Susquehanna International Group, LLP 1.81% Reduce -52.7% 2,275,486 $1.0B
Natixis 6.40% Reduce -45.6% 2,270,994 $1.0B
Fundsmith Investment Services LTD. 13.01% Add +0.2% 2,255,346 $1.0B
Jacobs Levy Equity Management, Inc. 4.14% Add +3.5% 2,239,001 $1.0B
Axiom Investors LLC 8.71% Reduce -0.2% 2,235,024 $998.9M
Jane Street Group, LLC 1.08% Add +49.3% 2,229,769 $996.6M
Wealth Enhancement Advisory Services, LLC 2.36% Add +6.4% 2,227,209 $995.5M
Federated Hermes, Inc. 2.36% Reduce -0.7% 2,222,846 $993.5M
Nisa Investment Advisors, LLC 6.24% Reduce -0.4% 2,221,184 $992.8M
Corebridge Financial, Inc. 5.44% — 2,215,349 $990.2M
Jensen Investment Management Inc. 8.08% Reduce -5.7% 2,208,271 $987.0M
Public Sector Pension Investment Board 6.18% Add +8.2% 2,175,351 $972.3M
Pinebridge Investments, L.P. 7.82% Reduce -4.5% 2,170,216 $970.1M
Credit Agricole S A 5.86% Add +55.7% 2,135,103 $954.3M
Temasek Holdings (Private) Ltd 4.39% Add +208.3% 2,115,534 $945.5M
Cardano Risk Management B.V. 18.32% Add +20.2% 2,087,444 $933.0M
Fort Washington Investment Advisors Inc. 6.06% Reduce -0.1% 2,082,150 $930.6M
Janney Montgomery Scott LLC 2.82% Reduce -0.3% 2,070,049 $925.2M
Arizona State Retirement System 6.11% Add +1.0% 2,046,422 $914.6M
Commerce Bank 5.92% Add +0.8% 2,045,100 $914.1M
Artisan Partners Limited Partnership 1.39% Reduce -6.4% 2,042,594 $912.9M
C WorldWide Group Holding A/S 9.83% Reduce -1.7% 2,033,161 $908.7M
Acadian Asset Management LLC 2.80% Add +17.1% 2,033,086 $908.6M
PineStone Asset Management Inc. 9.61% Add +46.5% 2,026,768 $905.9M
Mercer Global Advisors Inc. 2.47% Add +8.3% 2,104,454 $904.4M
Lone Pine Capital 7.32% Add +4.7% 2,020,205 $902.9M
Captrust Financial Advisors 2.88% Reduce -22.7% 1,999,751 $893.8M
Rafferty Asset Management, LLC 3.31% Reduce -1.4% 1,996,554 $892.4M
CIBC Asset Management Inc 3.17% Reduce -1.2% 1,995,660 $892.0M
Allen Investment Management, LLC 10.73% Add +7.8% 1,976,672 $883.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 5.33% Add +1.6% 1,975,200 $882.8M
Pathstone Holdings, LLC 3.98% Add +4.1% 1,977,463 $882.1M
USS Investment Management Ltd 7.06% Add +7.4% 1,973,479 $881.8M
WCM Investment Management, LLC 2.08% Reduce -1.8% 1,938,899 $878.0M
Mairs & Power Inc. 8.45% Reduce -0.5% 1,957,122 $874.7M
Comerica Bank 3.63% Reduce -1.3% 1,948,727 $871.0M
Altarock Partners LP 17.80% Add +10.3% 1,934,816 $864.8M
Osaic Holdings, Inc. 2.04% Reduce -6.3% 1,926,341 $861.6M
Cetera Investment Advisers 1.96% Reduce -1.6% 1,904,897 $851.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 7.83% Reduce -1.4% 1,892,162 $850.6M
Clear Street LLC 20.15% Reduce -0.2% 1,886,500 $843.2M
Polar Capital Holdings Plc 4.92% Reduce -9.0% 1,853,769 $828.2M
Westfield Capital Management Co. LP 4.06% Add +21.3% 1,846,637 $825.4M
DSM Capital Partners LLC 11.90% Reduce -12.5% 1,837,662 $821.3M
Tredje AP-fonden 7.91% Add +10.9% 1,832,885 $819.2M
Zurich Insurance Group Ltd 7.04% Add +6.2% 1,818,784 $812.9M
Glenmede Trust Co. NA 4.11% Add +1.7% 1,813,113 $810.4M
Scotia Capital Inc. 4.65% Add +0.2% 1,777,296 $794.4M
Xponance LLC 8.10% Add +0.2% 1,771,781 $791.9M
M&G PLC 5.43% Reduce -11.9% 1,770,567 $791.4M
Veritas Asset Management LLP 5.95% Reduce -0.1% 1,759,728 $786.5M
Magellan Asset Management Ltd 7.43% Reduce -6.8% 1,745,420 $780.1M
AEGON ASSET MANAGEMENT UK Plc 10.90% Reduce -3.4% 1,733,234 $774.8M
Forsta Ap-Fonden 6.87% Reduce -7.8% 1,732,900 $774.5M
Alkeon Capital Management LLC 3.96% Reduce -0.1% 1,728,813 $772.7M
Teacher Retirement System of Texas 4.36% Add +3.8% 1,712,127 $765.2M
Cibc World Market Inc. 1.86% Reduce -0.2% 1,679,746 $750.8M
Hudson Bay Capital Management LP 6.60% Reduce -8.5% 1,679,579 $750.7M
Sarasin & Partners LLP 6.55% Add +15.8% 1,653,394 $739.0M
B. Metzler seel. Sohn & Co. AG 7.13% Reduce -1.8% 1,651,953 $738.3M
Northwestern Mutual Wealth Management Co. 0.73% Add +2.5% 1,647,713 $736.5M
Brown Brothers Harriman & Co. 5.54% Reduce -0.8% 1,646,459 $735.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 4.82% Add +0.1% 1,632,513 $729.7M
Altimeter Capital Management 10.79% Reduce -1.5% 1,625,640 $726.6M
Amalgamated Bank 6.08% Reduce -0.6% 1,597,106 $713.8M
Nissay Asset Management Corp. /Japan 4.70% Add +4.1% 1,589,891 $710.6M
Third Point 8.15% Reduce -10.5% 1,580,000 $706.2M
OMERS ADMINISTRATION Corp 6.74% Add +8.3% 1,566,920 $700.3M
Everett Harris & Co. 8.79% Reduce -0.7% 1,533,123 $685.2M
Yacktman Asset Management 6.43% Reduce -3.5% 1,532,809 $685.1M
Daiwa Securities Group Inc. 3.69% Add +13.3% 1,528,824 $683.3M
Longview Partners (Guernsey) LTD 5.04% Reduce -12.2% 1,518,359 $678.6M
JARISLOWSKY, FRASER Ltd 4.07% Reduce -4.5% 1,500,227 $670.5M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 8.58% Reduce -11.8% 1,500,000 $670.4M
Gateway Investment Advisers LLC 7.57% Reduce -2.1% 1,497,191 $669.2M
Egerton Capital (UK) LLP 6.72% Add +7.4% 1,489,464 $665.7M
Comgest Global Investors S.A.S. 9.03% Reduce -1.2% 1,471,708 $657.8M
Assetmark, Inc. 2.03% Add +6.3% 1,469,617 $656.8M
IFM Investors Pty Ltd 6.57% Add +1.1% 1,448,991 $647.6M
Epoch Investment Partners, Inc. 2.95% Add +2.0% 1,446,940 $646.7M
Bahl & Gaynor LLC 3.58% Reduce -1.2% 1,435,244 $641.5M
Czech National Bank 7.25% Add +8.3% 1,416,296 $633.0M
TCW Group Inc. 5.65% Add +7.8% 1,414,251 $632.1M
LGT Group Foundation 9.85% Add +64.6% 1,396,605 $624.2M
Harding Loevner LP 3.44% Reduce -3.2% 1,394,977 $623.5M
Cantillon Capital Management LLC 4.11% Reduce -4.8% 1,376,106 $615.1M
Van Lanschot Kempen Investment Management N.V. 6.67% Add +5.0% 1,333,520 $596.0M
Compagnie Lombard Odier SCmA 10.08% Add +1.5% 1,332,368 $595.5M
Findlay Park Partners LLP 5.60% Reduce -21.1% 1,329,910 $594.4M
Cercano Management LLC 15.79% Reduce -3.4% 1,325,031 $592.2M
Mn Services Vermogensbeheer B.V. 4.26% Reduce -2.3% 1,320,011 $590.0M
Boston Trust Walden Corp 4.33% Reduce -3.6% 1,307,062 $584.2M
Mirova US LLC 7.17% Add +2.0% 1,289,467 $576.3M
Varma Mutual Pension Insurance Co 4.62% Reduce -2.2% 1,286,876 $575.2M
Connor, Clark & Lunn Investment Management Ltd. 2.41% Add +12.3% 1,284,188 $574.0M
Scge Management, L.P. 11.18% Reduce -14.7% 1,280,000 $572.1M
Unisphere Establishment 5.73% Add +17.1% 1,273,750 $569.3M
Swiss Life Asset Management Ltd 6.58% Add +9.8% 1,247,999 $557.8M
Citadel Advisors 0.56% Reduce -58.3% 1,243,093 $555.6M
Haverford Trust Co 5.81% Reduce -2.3% 1,235,444 $552.2M
Altshuler Shaham Ltd 18.92% Add +9.8% 1,230,538 $550.0M
Utah Retirement Systems 6.50% Reduce -5.1% 1,225,575 $547.8M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 6.15% — 1,218,980 $544.8M
Capital Wealth Planning, LLC 5.70% Reduce -1.9% 1,216,350 $543.6M
Ako Capital LLP 7.44% Add +8.3% 1,211,103 $541.3M
Capitolis Liquid Global Markets LLC 6.67% Add +104.7% 1,206,300 $539.2M
Farallon Capital Management, L.L.C. 3.24% Reduce -0.7% 1,202,778 $537.6M
Carmignac Gestion 9.18% Add +19.6% 1,197,048 $535.1M
Cambridge Investment Research Advisors, Inc. 1.97% Reduce -1.2% 1,193,445 $533.4M
Regions Financial Corp. 4.04% Reduce -3.6% 1,190,511 $532.1M
Cincinnati Insurance Co. 8.74% No change 1,183,997 $529.2M
Appaloosa 8.59% Reduce -15.6% 1,181,356 $528.0M
QRG Capital Management, Inc. 6.24% Add +6.3% 1,178,077 $526.5M
Teachers Retirement System of the State of Kentucky 4.71% Reduce -4.0% 1,173,215 $524.4M
Cresset Asset Management, LLC 2.21% Add +16.9% 1,164,558 $520.5M
Federation des caisses Desjardins du Quebec 2.79% Add +5.5% 1,162,288 $519.5M
Huntington National Bank 5.35% Add +0.0% 1,161,578 $519.2M
Guggenheim Capital LLC 3.68% Add +3.7% 1,150,023 $514.0M
Saturna Capital Corp. 6.58% Reduce -0.1% 1,109,133 $495.7M
Factory Mutual Insurance Co. 5.63% Reduce -0.8% 1,105,498 $494.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 5.83% Add +3.1% 1,104,373 $493.6M
New York Life Investment Management LLC 4.95% Reduce -1.0% 1,101,900 $492.5M
Bridgewater Associates 2.54% Add +88.1% 1,090,347 $487.3M
Whale Rock Capital Management 6.90% Reduce -14.1% 1,088,568 $486.5M
Tairen Capital Ltd 17.31% Add +557.8% 1,079,109 $482.3M
Banco Bilbao Vizcaya Argentaria, S.A. 5.05% Add +3.1% 1,076,951 $481.7M
GUARDCAP ASSET MANAGEMENT Ltd 6.88% Reduce -11.3% 1,077,013 $481.4M
Zacks Investment Management 5.36% Add +4.4% 1,065,474 $476.2M
MML Investors Services, LLC 1.92% Reduce -3.8% 1,064,016 $475.6M
First Foundation Advisors 18.16% Reduce -0.4% 1,062,381 $474.8M
State of Alaska, Department of Revenue 5.32% Add +0.1% 1,061,095 $474.3M
Qube Research & Technologies Ltd 0.87% Add +77.0% 1,055,282 $471.7M
Newlands Management Operations LLC 3.86% No change 1,050,322 $469.4M
Capital Group Private Client Services, Inc. 4.52% Reduce -4.0% 1,009,752 $451.3M
Stockbridge Partners LLC 9.20% Reduce -1.5% 995,692 $445.0M
ABN AMRO Bank N.V. 6.72% Add +0.9% 984,409 $444.0M
Mediolanum International Funds Ltd 7.25% Add +7.6% 1,047,872 $443.0M
Artemis Investment Management LLP 5.96% Add +1.8% 991,096 $443.0M
Employees Retirement System of Texas 4.86% Add +1.2% 989,156 $442.1M
Mutual of America Capital Management LLC 4.78% Reduce -2.2% 979,299 $437.7M
Bartlett & Co. Wealth Management LLC 6.63% Reduce -1.1% 977,097 $436.7M
Banque Pictet & Cie SA 4.46% Add +3.8% 978,693 $435.8M
Bridges Investment Management Inc. 6.57% Add +135.6% 966,674 $432.1M
iA Global Asset Management Inc. 8.25% Reduce -1.8% 966,389 $431.9M
Eagle Asset Management Inc. 2.31% Add +4.0% 940,584 $429.6M
Cullen/Frost Bankers, Inc. 6.22% Reduce -0.3% 960,291 $429.2M
Employees Provident Fund Board 6.84% Add +8.7% 956,288 $427.4M
Intech Investment Management LLC 5.30% Add +0.6% 954,638 $426.7M
Yousif Capital Management, LLC 4.82% Reduce -2.6% 953,288 $426.1M
Lazard Freres Gestion S.A.S. 9.73% Add +2.8% 968,000 $421.9M
Ferguson Wellman Capital Management, Inc. 8.57% Reduce -2.4% 943,753 $421.8M
Quilter Plc 9.41% Add +1.6% 939,099 $419.7M
Stonehage Fleming Financial Services Holdings Ltd 11.20% New 937,995 $419.2M
Welch & Forbes LLC 5.56% Add +0.2% 911,112 $416.5M
TD Waterhouse Canada Inc. 3.69% Reduce -0.4% 901,169 $412.2M
Van Eck Associates Corp. 0.59% Add +0.8% 922,140 $412.1M
Troy Asset Management Ltd 13.36% Reduce -2.5% 920,640 $411.5M
Cincinnati Financial Corp. 8.81% No change 915,250 $409.1M
MAI Capital Management 4.03% Add +4.3% 914,269 $408.6M
Brighton Jones LLC 13.47% Add +3.6% 912,235 $407.7M
Greenwoods Asset Management Hong Kong Ltd. 10.67% Add +0.1% 905,853 $404.9M
DAVENPORT & Co LLC 2.55% Reduce -0.1% 901,794 $403.2M
Vaughan Nelson Investment Management, L.P. 3.72% Reduce -4.5% 900,855 $402.6M
W1M Investment Management Ltd 7.56% Add +7.7% 897,362 $400.9M
Lido Advisors, LLC 3.30% Add +11.1% 891,125 $398.3M
Evercore Wealth Management, LLC 6.26% Reduce -1.6% 890,240 $397.9M
Whittier Trust Co. 5.63% Add +4.5% 887,773 $396.8M
Williams Jones Wealth Management, LLC. 4.92% Add +3.6% 886,937 $396.4M
Bank Pictet & Cie (Europe) AG 9.62% Add +7.1% 884,733 $394.0M
Kestra Advisory Services, LLC 2.20% Add +19.9% 924,747 $392.7M
Squarepoint Ops LLC 1.47% Add +5.9% 872,277 $389.9M
Chilton Investment Co. Inc. 10.94% Reduce -0.1% 868,684 $388.3M
Empower Advisory Group, LLC 1.44% Reduce -1.9% 867,493 $387.7M
Worldquant Millennium Advisors LLC 3.53% Add +38.7% 866,672 $387.4M
Groupama Asset Managment 5.25% Add +6.1% 860,416 $384.6M
E. Ohman J:or Asset Management AB 9.47% Add +0.4% 854,296 $381.8M
Jupiter Asset Management Ltd. 3.60% Add +5.1% 851,946 $380.8M
Coldstream Capital Management Inc. 9.27% Add +9.8% 850,724 $380.2M
London Co. of Virginia 2.14% Reduce -5.8% 850,337 $380.1M
Cannell & Spears LLC 7.82% Reduce -1.6% 843,804 $377.1M
Commerzbank Aktiengesellschaft 12.42% Add +0.7% 840,966 $375.9M
Trivest Advisors Ltd 19.18% Reduce -29.9% 828,000 $370.1M
Vulcan Value Partners, LLC 5.60% Reduce -20.5% 826,752 $369.7M
Danica Pension, Livsforsikringsaktieselskab 7.52% Add +5.9% 821,234 $367.1M
NewEdge Advisors, LLC 2.66% Add +9.6% 818,913 $366.0M
Atalanta Sosnoff Capital, LLC 8.16% Reduce -0.6% 809,392 $361.8M
Sanctuary Advisors, LLC 2.63% — 888,862 $361.2M
Cwm, LLC 1.69% Reduce -1.8% 803,851 $359.3M
Bristol John W & Co. Inc. 5.78% Reduce -2.0% 798,115 $356.7M
Capital International, Inc. 4.73% Reduce -2.3% 795,207 $355.4M
Burgundy Asset Management Ltd. 3.73% Reduce -1.3% 791,376 $353.7M
Achmea Investment Management B.V. 6.33% Add +4.6% 791,058 $353.6M
BlueSpruce Investments, LP 6.42% Reduce -40.3% 781,964 $349.5M
Erste Asset Management GmbH 4.59% Add +0.9% 767,301 $346.4M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 21.65% No change 773,500 $345.7M
Navera Investment Management Ltd. 6.47% Add +3.3% 770,779 $344.4M
Vanguard Personalized Indexing Management, LLC 6.54% Add +10.9% 773,105 $343.3M
BI Asset Management Fondsmaeglerselskab A/S 5.61% Add +11.1% 766,790 $342.7M
HM Payson & Co. 6.22% Reduce -2.9% 765,859 $342.3M
Silvercrest Asset Management Group LLC 2.34% Reduce -2.3% 763,852 $341.4M
Bradley Foster & Sargent Inc. 6.13% Reduce -1.1% 761,722 $340.5M
SRB Corp. 19.83% No change 748,727 $334.6M
Beck Mack & Oliver LLC 6.92% Reduce -4.2% 747,196 $334.0M
Intermede Investment Partners Ltd 7.05% Reduce -6.2% 746,838 $333.8M
Johnson Investment Counsel Inc. 3.51% Add +0.1% 746,423 $333.6M
O'shaughnessy Asset Management, LLC 3.43% Add +10.6% 743,488 $332.3M
Laird Norton Wetherby Trust Company, LLC 46.87% Reduce -1.4% 743,470 $332.3M
Tiaa Trust, National Association 1.01% Reduce -0.1% 734,284 $328.2M
Border to Coast Pensions Partnership Ltd 7.68% Reduce -3.4% 727,589 $325.3M
Pacer Advisors, Inc. 0.76% Add +4.0% 725,845 $324.4M
Ieq Capital, LLC 4.34% Add +8.1% 720,835 $322.2M
Abn Amro Investment Solutions 5.85% Reduce -6.7% 719,559 $321.6M
D.A. Davidson & Co. 2.85% Add +0.2% 718,320 $321.1M
Oppenheimer & Co. Inc. 5.10% Add +1.1% 718,126 $321.0M
Tower Research Capital LLC (TRC) 5.33% Add +41.5% 706,644 $315.8M
Armstrong Henry H Associates Inc. 31.36% Reduce -6.6% 703,101 $314.3M
Steward Partners Investment Advisory, LLC 3.31% Add +3.3% 702,680 $314.1M
Fullerton Fund Management Co Ltd. 14.07% Reduce -2.3% 701,306 $313.4M
LGT Capital Partners LTD. 10.67% Reduce -19.8% 700,836 $313.2M
Marsico Capital Management LLC 9.33% Add +3.1% 698,236 $312.1M
J. Safra Sarasin Holding AG 5.69% — 697,338 $311.5M
Wolverine Trading, LLC 5.04% Reduce -74.8% 687,842 $307.4M
Oppenheimer Asset Management Inc. 3.92% Add +15.0% 686,770 $307.0M
Financial Counselors Inc. 4.93% Add +0.6% 685,514 $306.4M
Aristotle Atlantic Partners, LLC 9.88% Reduce -4.8% 682,240 $304.9M
Banco Santander, S.A. 3.74% Add +0.3% 674,417 $301.4M
Fiduciary Trust Co 4.48% Reduce -1.7% 667,215 $298.2M
Liontrust Investment Partners LLP 4.23% Add +231.7% 666,372 $297.8M
CCLA Investment Management 4.57% Reduce -5.7% 657,163 $296.9M
EP Wealth Advisors, LLC 3.15% Add +4.5% 662,536 $296.1M
Quantinno Capital Management LP 5.31% Add +16.3% 660,949 $295.4M
First Eagle Investment Management, LLC 0.67% Reduce -0.3% 659,204 $294.6M
Skye Global Management LP 6.61% Reduce -25.3% 654,000 $292.3M
Joho Capital LLC 41.21% No change 651,700 $291.3M
Louisiana State Employees Retirement System 5.59% Reduce -1.4% 649,100 $290.1M
Wealthfront Advisers LLC 0.98% Reduce -0.7% 648,887 $290.0M
Clark Capital Management Group, Inc. 2.12% Add +4.1% 644,936 $288.3M
Elo Mutual Pension Insurance Co 6.75% Reduce -0.1% 644,304 $288.0M
Oregon Public Employees Retirement Fund 5.65% Add +0.5% 638,443 $285.4M
Trillium Asset Management, LLC 7.19% Add +0.1% 637,095 $284.7M
Badgley Phelps Wealth Managers, LLC 7.00% Reduce -0.3% 632,717 $282.8M
Phoenix Financial Ltd. 4.31% Add +197.3% 631,181 $282.6M
Crestwood Advisors Group, LLC 5.83% Add +1.5% 630,517 $281.8M
Douglass Winthrop Advisors, LLC 5.71% Reduce -2.7% 625,401 $279.5M
Sapient Capital LLC 5.82% Reduce -0.2% 625,042 $279.4M
Perpetual Ltd 3.02% Reduce -8.8% 621,812 $277.9M
Prudential PLC 1.93% Add +3.2% 621,354 $277.7M
Baron Capital (BAMCO) 0.79% Add +5.8% 620,929 $277.5M
Foxhaven Asset Management, LP 7.76% No change 619,560 $276.9M
Ofi Invest Asset Management 7.35% Reduce -8.7% 663,726 $276.8M
AE Wealth Management LLC 2.76% Add +19.3% 618,084 $276.3M
SpiderRock Advisors, LLC 7.22% Add +14.1% 614,232 $274.5M
United Capital Financial Advisors, LLC 2.34% Reduce -9.1% 608,990 $272.2M
Kornitzer Capital Management Inc. 5.14% Reduce -1.2% 603,424 $269.7M
Gulf International Bank (UK) Ltd 6.79% Reduce -6.3% 602,144 $269.1M
NorthCoast Asset Management LLC 2.30% Add +131.1% 601,639 $269.1M
Hyperion Asset Management Ltd 11.08% Reduce -2.7% 600,646 $268.5M
Private Advisor Group, LLC 1.80% Add +4.4% 600,576 $268.4M
Maverick Capital 5.09% Add +226.4% 600,004 $268.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 11.29% No change 598,927 $267.7M
Congress Asset Management Co. 1.91% Add +0.8% 597,253 $266.9M
Whittier Trust Co. of Nevada Inc. 7.41% Add +1.4% 595,917 $266.3M
Two Sigma Investments, LP 0.65% Add +42.6% 594,644 $265.8M
Beacon Pointe Advisors, LLC 3.13% Reduce -7.3% 590,823 $264.1M
NewEdge Wealth, LLC 5.72% Reduce -0.2% 590,666 $264.0M
Riverbridge Partners LLC 3.59% Reduce -1.7% 590,484 $263.9M
Canoe Financial LP 4.84% No change 621,147 $261.3M
Maryland State Retirement & Pension System 4.78% Reduce -0.4% 579,652 $259.1M
Clal Insurance Enterprises Holdings Ltd 2.68% Reduce -19.9% 574,566 $256.8M
UMB Bank, n.a. 4.20% Reduce -1.4% 573,319 $256.2M
Mizuho Securities USA LLC 5.67% New 573,063 $256.1M
Advisors Capital Management, LLC 4.47% Add +1.1% 572,103 $255.7M
Gabelli Funds LLC 1.96% Reduce -0.6% 570,255 $254.9M
Milestone Resources Group Ltd 8.71% No change 568,973 $254.3M
Sequoia Financial Advisors, LLC 3.05% Add +8.3% 565,642 $252.8M
Silvant Capital Management LLC 11.15% Reduce -0.2% 562,423 $251.4M
Rokos Capital Management LLP 5.93% Add +29.4% 561,626 $251.0M
Kentucky Retirement Systems 7.25% Reduce -0.8% 560,071 $250.3M
APG Asset Management US Inc. 1.42% Add +2.8% 542,655 $247.8M
Pinnacle Financial Partners Inc 5.30% Reduce -0.1% 567,250 $247.8M
Agf Management Ltd. 1.37% Add +2.6% 550,196 $245.9M
Tocqueville Asset Management L.P. 4.05% Reduce -4.7% 548,463 $245.1M
Great Lakes Advisors, LLC 2.17% Reduce -8.0% 548,189 $245.0M
Dorsal Capital Management, LP 8.39% Reduce -25.9% 545,000 $243.6M
Ethic Inc. 5.69% Add +6.4% 542,950 $242.7M
Flputnam Investment Management Co. 4.54% Add +7.9% 541,003 $241.8M
First Financial Bankshares Inc 5.54% Add +3.5% 540,568 $241.6M
Railway Pension Investments Ltd 2.88% Reduce -12.5% 538,700 $240.8M
Cryder Capital Partners LLP 15.02% Reduce -32.5% 536,617 $239.8M
Daiichi Life Insurance Co., Ltd. 5.80% Reduce -6.5% 532,907 $238.2M
South Dakota Investment Council 4.82% Reduce -0.6% 526,569 $235.3M
Adams Diversified Equity Fund, Inc. 8.01% Reduce -1.2% 525,200 $234.7M
Balyasny Asset Management L.P. 0.62% Reduce -25.6% 525,151 $234.7M
NS Partners Ltd 10.59% Reduce -0.3% 522,654 $233.6M
Guinness Asset Management LTD 4.81% Reduce -16.5% 521,412 $233.1M
Argent Capital Management LLC 6.84% Reduce -1.1% 521,195 $232.9M
Munro Partners 8.58% Reduce -1.4% 518,293 $231.7M
Kensico Capital Management Corp. 7.24% Reduce -0.9% 517,600 $231.3M
Capital Counsel LLC 10.31% Reduce -0.4% 516,491 $230.8M
Samlyn Capital, LLC 3.97% Reduce -12.7% 516,141 $230.7M
Peapack Gladstone Financial Corp. 3.53% Add +0.0% 514,098 $229.8M
Envestnet Portfolio Solutions, Inc. 0.80% Add +2.0% 510,807 $228.3M
Markel Group 2.23% Add +0.9% 507,480 $226.8M
Morningstar Investment Services LLC 2.45% Add +1.4% 497,696 $225.4M
MBB Public Markets I LLC 4.65% Add +1963.1% 504,212 $225.4M
Manning & Napier Advisors LLC 2.54% — 503,283 $224.9M
Illinois Municipal Retirement Fund 3.41% Reduce -2.7% 502,976 $224.8M
Westwood Holdings Group Inc. 1.85% Reduce -7.3% 501,324 $224.1M
Capital Advisors Inc. 4.62% Add +2.1% 500,765 $223.8M
Nicholas Company, Inc. 3.71% No change 498,345 $222.7M
Meyer Handelman Co. 7.81% Reduce -0.0% 496,590 $222.0M
Crawford Investment Counsel Inc. 4.22% Reduce -1.0% 494,905 $221.2M
Shelton Capital Management 6.00% Add +5.7% 491,059 $219.5M
Atria Wealth Solutions, Inc. 2.41% Reduce -2.2% 487,369 $217.8M
PGGM Investments 3.07% Add +1.9% 479,468 $214.3M
Ilmarinen Mutual Pension Insurance Co 2.50% Add +7.9% 479,419 $214.3M
Hartford Investment Management Co. 7.30% Reduce -0.8% 476,083 $212.8M
Scharf Investments, LLC 6.04% Reduce -5.7% 473,446 $211.6M
Busey Bank 7.14% Add +0.8% 466,753 $208.6M
Pinnacle Associates Ltd. 3.27% Reduce -4.5% 466,679 $208.6M
Tidal Investments LLC 2.85% Add +15.5% 462,487 $206.7M
Delta Asset Management LLC 18.58% Reduce -1.8% 459,741 $205.5M
Country Trust Bank 5.18% Add +0.2% 458,890 $205.1M
ACR Alpine Capital Research, LLC 6.30% Reduce -1.2% 456,557 $204.1M
Performance Wealth Partners, LLC 7.51% Add +5.5% 456,204 $203.9M
Townsquare Capital LLC 2.73% Add +7.9% 448,478 $200.4M
Edmond DE Rothschild Holding S.A. 3.43% Reduce -1.8% 447,143 $199.9M
Atria Investments, Inc 2.58% Add +0.6% 446,204 $199.4M
Investment Management Corp of Ontario 5.39% Add +11.6% 445,741 $199.2M
La Financiere DE L'echiquier 8.68% Reduce -3.0% 445,256 $199.0M
Crossmark Global Holdings, Inc. 3.84% Add +0.6% 444,929 $198.9M
Avantax Advisory Services, Inc. 1.39% Add +52.6% 437,476 $195.5M
Quintet Private Bank (Europe) S.A. 11.31% Reduce -7.7% 370,816 $195.0M
Glenview Trust Co 3.92% Add +1.2% 436,151 $194.9M
Capital International Sarl 5.95% Reduce -0.9% 435,764 $194.8M
Stonegate Investment Group, LLC 5.64% Add +1.3% 435,761 $194.8M
Bailard, Inc. 5.36% Reduce -4.6% 435,487 $194.6M
TrinityBridge Ltd 6.59% Add +3.0% 433,448 $193.7M
Voloridge Investment Management, LLC 0.72% Reduce -18.0% 431,630 $192.9M
Bokf, NA 3.46% Reduce -0.8% 431,227 $192.7M
Prio Wealth Limited Partnership 5.74% Reduce -7.5% 430,760 $192.5M
Nippon Life Global Investors Americas, Inc. 8.47% Add +2.0% 430,730 $192.5M
Associated Banc-Corp 5.98% Reduce -1.0% 430,075 $192.2M
Crake Asset Management LLP 15.29% Add +7.3% 429,073 $191.8M
Securian Asset Management, Inc. 5.57% Reduce -2.4% 427,365 $191.0M
Focused Investors LLC 6.15% Reduce -12.1% 423,650 $189.4M
Freestone Capital Holdings, LLC 6.74% Add +2.7% 419,853 $187.7M
Davis R M Inc. 3.80% Add +1.5% 418,669 $187.1M
Douglas Lane & Associates, LLC 2.65% Reduce -2.5% 418,220 $186.9M
Orion Porfolio Solutions, LLC 1.95% Add +1.6% 412,723 $184.5M
Orion Portfolio Solutions, LLC 1.95% Add +1.6% 412,723 $184.5M
Synovus Financial Corp. 2.43% Reduce -3.8% 411,498 $183.9M
OVERSEA-CHINESE BANKING Corp Ltd 5.53% Reduce -4.4% 410,975 $183.7M
Staley Capital Advisers Inc. 8.45% Reduce -0.8% 410,902 $183.7M
Nomura Holdings Inc. 1.18% Add +130.2% 410,646 $183.5M
Northwest & Ethical Investments L.P. 5.24% Reduce -0.1% 408,229 $182.5M
Metis Global Partners, LLC 6.26% Add +0.2% 407,847 $182.3M
LBP Am SA 7.47% Reduce -14.4% 406,703 $181.8M
Citizens Financial Group Inc. 4.02% Add +59.6% 405,134 $181.1M
Modera Wealth Management, LLC 2.66% Reduce -3.1% 404,578 $180.8M
Salem Investment Counselors Inc. 5.83% Reduce -0.1% 404,507 $180.8M
Raymond James Trust N.A. 4.22% Reduce -0.0% 401,867 $179.6M
Duquesne Family Office 6.35% Reduce -64.0% 400,490 $179.0M
Southpoint Capital Advisors LP 4.45% Reduce -20.0% 400,000 $178.8M
Penserra Capital Management LLC 2.26% Reduce -6.0% 398,902 $178.3M
Castleark Management LLC 7.27% Add +3.8% 398,195 $178.0M
Stock Yards Bank & Trust Co. 5.82% Reduce -2.6% 393,696 $176.0M
Florida Trust Wealth Management Co 5.95% Reduce -3.7% 389,154 $173.9M
Bain Capital Public Equity Management II, LLC 7.81% Add +28.8% 389,134 $173.9M
Steadfast Capital Management LP 4.12% Add +8.8% 387,500 $173.2M
AIA Group Ltd 5.06% Add +8.5% 387,020 $173.0M
NEOS Investment Management LLC 7.08% Add +39.2% 384,620 $171.9M
Rwa Wealth Partners, LLC 2.25% Add +0.6% 381,161 $170.4M
Jones Financial Companies LLLP 0.20% Add +81.0% 381,114 $170.3M
MassMutual Private Wealth & Trust, FSB 5.16% Add +0.4% 380,840 $170.2M
Boston Financial Mangement LLC 5.40% Add +0.4% 379,734 $169.7M
NZS Capital, LLC 6.96% Reduce -5.8% 379,615 $169.7M
Covea Finance 7.69% Reduce -0.0% 375,615 $167.9M
New Mexico Educational Retirement Board 5.84% No change 374,447 $167.4M
Ninety One North America, Inc. 8.40% Reduce -11.5% 372,076 $166.3M
Becker Capital Management Inc. 5.64% Reduce -3.5% 367,739 $164.4M
Nwi Management LP 20.94% Reduce -5.2% 365,000 $163.1M
GW&K Investment Management, LLC 1.48% Reduce -1.6% 363,136 $162.3M
Migdal Insurance & Financial Holdings Ltd. 2.70% Add +34.2% 361,377 $161.6M
James Hambro & Partners LLP 7.45% Add +0.9% 358,978 $160.4M
Norinchukin Bank, The 4.54% Add +1.0% 355,758 $159.0M
Saratoga Research & Investment Management 7.21% Reduce -3.0% 354,822 $158.6M
Contour Asset Management LLC 5.36% Reduce -20.7% 354,805 $158.6M
Mission Wealth Management, LP 4.29% Reduce -1.1% 353,963 $158.2M
SVB Wealth LLC 3.90% Reduce -10.5% 352,540 $157.6M
DF Dent & Co. Inc. 2.02% Reduce -2.7% 348,848 $155.9M
Braun Stacey Associates Inc. 5.97% Reduce -0.1% 344,497 $154.0M
TCTC Holdings, LLC 5.28% Reduce -0.6% 343,930 $153.7M
Caxton Associates LP 5.97% Add +80.8% 341,905 $152.8M
Nan Shan Life Insurance Co., Ltd. 3.60% Add +49.4% 340,799 $152.3M
Cornerstone Advisors, LLC 6.15% Reduce -0.1% 338,800 $151.4M
Tokio Marine Asset Management Co. Ltd. 7.23% Add +3.5% 338,219 $151.2M
BNP Paribas 7.51% Reduce -1.7% 333,926 $149.3M
Marathon Asset Management Ltd 4.66% Reduce -5.6% 333,002 $148.8M
Profund Advisors LLC 5.51% Reduce -0.1% 332,222 $148.5M
Prime Capital Investment Advisors, LLC 2.19% Reduce -8.8% 331,343 $148.1M
Zevenbergen Capital Investments LLC 3.17% Reduce -1.0% 330,948 $147.9M
J. L. Bainbridge & Co., Inc. 14.79% Add +0.7% 330,868 $147.9M
Cohen Klingenstein LLC 5.31% No change 327,500 $146.4M
Allianz SE 4.29% Add +0.3% 326,752 $146.0M
Ossiam 2.77% Reduce -10.8% 326,731 $146.0M
Stratos Wealth Partners, LTD. 2.37% Add +2.0% 326,727 $146.0M
Capula Management Ltd 1.63% Add +12234.0% 326,112 $145.8M
Bristlecone Advisors, LLC 12.40% Reduce -1.0% 325,632 $145.5M
Renaissance Technologies 0.25% New 324,925 $145.2M
Avenir Corp. 14.08% Reduce -20.0% 324,380 $145.0M
Greenleaf Trust 1.37% Add +4.1% 324,258 $144.9M
Confluence Investment Management LLC 2.08% Reduce -22.8% 322,314 $144.1M
Independent Advisor Alliance 4.89% Add +2.5% 319,718 $142.9M
Elite Wealth Management, Inc. 31.17% Add +0.5% 319,226 $142.7M
Old National Bancorp 3.35% Add +0.0% 317,930 $142.1M
KCM Investment Advisors LLC 5.12% Reduce -0.9% 317,017 $141.7M
Sit Investment Associates Inc. 3.26% Reduce -3.4% 316,508 $141.5M
Aptus Capital Advisors, LLC 2.69% Add +18.3% 316,375 $141.4M
Stephens Inc. 2.15% Add +3.6% 315,274 $140.9M
Gladstone Capital Management LLP 12.45% Reduce -12.7% 315,150 $140.9M
Mar Vista Investment Partners LLC 6.90% Reduce -13.1% 313,737 $140.2M
Howland Capital Management LLC 6.69% Reduce -2.1% 313,481 $140.1M
Kestra Private Wealth Services, LLC 2.80% Add +10.5% 313,017 $139.9M
Walleye Capital LLC 1.61% Add +98.3% 312,938 $139.9M
Clarius Group, LLC 9.89% Add +1.0% 312,217 $139.5M
Vancity Investment Management Ltd 8.84% Add +111.5% 358,391 $139.5M
Chilton Capital Management LLC 6.26% Add +3.3% 312,006 $139.5M
D1 Capital Partners 2.35% Reduce -6.5% 311,885 $139.4M
Curi Capital, LLC 3.33% Add +17.5% 310,755 $138.9M
Clifford Swan Investment Counsel LLC 5.18% Reduce -0.7% 309,935 $138.5M
HB Wealth Management, LLC 1.61% Add +11.7% 308,944 $138.1M
Vaughan David Investments LLC 3.49% Reduce -1.9% 308,568 $137.9M
Capital International Ltd. 6.28% Reduce -7.9% 304,502 $136.1M
Hancock Whitney Corp. 4.61% Reduce -1.7% 303,624 $135.7M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 4.51% Add +4.8% 303,566 $135.7M
Heritage Investors Management Corp. 4.73% Reduce -1.2% 303,238 $135.5M
Clearstead Advisors, LLC 2.31% Add +97.1% 302,291 $135.1M
Composition Wealth, LLC 3.29% Add +0.1% 302,222 $135.1M
Eastern Bank 5.43% Reduce -1.9% 300,887 $134.5M
McDaniel Terry & Co. 11.61% Reduce -0.0% 297,489 $133.0M
Daymark Wealth Partners, LLC 6.09% Add +5.9% 392,044 $132.9M
Chartwell Investment Partners, LLC 4.66% Reduce -1.4% 296,944 $132.7M
Fort Pitt Capital Group, LLC 4.03% Reduce -0.9% 296,649 $132.6M
Choate Investment Advisors 3.47% Reduce -4.5% 296,257 $132.4M
Hantz Financial Services, Inc. 2.55% Reduce -6.8% 296,154 $132.4M
Choreo, LLC 2.22% Add +135.1% 290,066 $132.3M
Fortis Capital Management LLC 28.15% Add +2.3% 295,313 $132.0M
Wilkinson Global Asset Management LLC 8.25% Reduce -1.8% 295,166 $131.9M
Mesirow Financial Investment Management, Inc. 2.96% Reduce -0.3% 294,295 $131.6M
Allworth Financial LP 0.85% Add +42.0% 300,451 $131.3M
Mogy Joel R Investment Counsel Inc. 8.30% Reduce -0.9% 293,034 $131.0M
Bollard Group LLC 3.68% Add +3.0% 292,079 $130.5M
Highland Capital Management, LLC 7.56% Reduce -3.6% 286,318 $128.0M
Formuepleje A/S 7.06% Reduce -17.1% 285,677 $127.7M
Vinva Investment Management Ltd 6.38% Add +10.3% 281,032 $127.3M
Wesbanco Bank Inc. 4.75% Reduce -0.6% 284,663 $127.2M
ANTIPODES PARTNERS Ltd 4.61% Reduce -33.1% 284,001 $126.9M
Park National Corp. 4.69% Reduce -13.7% 283,793 $126.8M
Advisors Asset Management, Inc. 2.47% Reduce -2.5% 283,575 $126.7M
Martin Currie Ltd. 4.52% Reduce -23.5% 282,189 $126.1M
Ami Asset Management Corp. 6.74% Reduce -1.9% 279,782 $125.0M
Lockheed Martin Investment Management Co. 7.21% Add +56.7% 278,821 $124.6M
Birch Hill Investment Advisors LLC 6.02% Reduce -2.0% 278,726 $124.6M
Wilmington Savings Fund Society, FSB 4.78% Reduce -1.7% 278,649 $124.5M
Argent Trust Co 5.46% Add +2.0% 277,466 $124.0M
B. Riley Wealth Advisors, Inc. 3.15% Reduce -4.9% 277,069 $123.8M
Banque Cantonale Vaudoise 4.92% Reduce -2.2% 276,178 $123.4M
SG Americas Securities, LLC 0.79% Reduce -81.8% 275,498 $123.1M
Hyman Charles D 6.86% Reduce -0.4% 275,311 $123.0M
Mondrian Investment Partners LTD 1.87% Reduce -3.9% 290,916 $121.7M
Donaldson Capital Management, LLC 5.09% Reduce -1.5% 271,193 $121.2M
Empire Life Investments Inc. 7.64% Reduce -4.2% 271,010 $121.1M
Keystone Investors Pte Ltd. 10.20% Add +10.4% 270,890 $121.1M
Meiji Yasuda Asset Management Co Ltd. 4.92% Add +2.2% 270,546 $120.9M
Carnegie Investment Counsel 3.76% Reduce -1.3% 270,242 $120.8M
Farmers & Merchants Investments Inc. 4.02% Add +0.3% 269,618 $120.5M
Dakota Wealth Management 2.84% Add +1.1% 269,509 $120.5M
Chicago Capital, LLC 3.58% Add +4.0% 269,385 $120.4M
Ariel Investments 1.28% Reduce -27.4% 265,438 $118.6M
Private Wealth Partners, LLC 8.87% Reduce -4.8% 264,236 $118.1M
F/m Investments LLC 4.23% Add +990.6% 262,122 $117.2M
Cullen Capital Management, LLC 1.35% Reduce -6.2% 262,138 $117.2M
OneDigital Investment Advisors LLC 1.45% Add +18.5% 260,182 $116.3M
Northeast Investment Management 5.47% Add +1.1% 260,117 $116.3M
JTC Employer Solutions Trustee Ltd 7.77% Reduce -0.1% 259,977 $116.2M
Consulta Ltd 7.90% No change 259,500 $116.0M
Davis Selected Advisers 0.67% Reduce -0.2% 258,122 $115.4M
Soma Equity Partners LP 6.60% Add +6.8% 256,718 $114.7M
Empirical Finance, LLC 7.17% Reduce -2.1% 256,640 $114.7M
Simplicity Wealth,LLC 2.59% Reduce -0.4% 256,221 $114.5M
Jump Financial, LLC 2.34% Add +33.0% 255,988 $114.4M
Bowie Capital Management, LLC 7.50% Add +26.6% 255,940 $114.4M
Sather Financial Group Inc 7.93% Add +3.5% 255,923 $114.4M
Gilder Gagnon Howe & Co. LLC 1.43% Reduce -3.4% 254,645 $113.8M
NorthCrest Asset Manangement, LLC 3.76% Add +1.5% 253,594 $113.3M
Advisory Services Network, LLC 2.34% Add +0.5% 253,363 $113.2M
Caledonia Investments PLC 13.62% No change 253,317 $113.2M
Integrated Wealth Concepts LLC 1.55% Reduce -2.9% 253,183 $113.2M
Benjamin F. Edwards & Company, Inc. 1.99% Add +1.1% 253,061 $113.1M
Maple Capital Management, Inc. 9.15% Add +1.3% 252,253 $112.7M
Palestra Capital Management LLC 4.44% Reduce -6.8% 251,568 $112.4M
Systematic Alpha Investments, LLC 4.28% No change 251,402 $112.4M
Parthenon LLC 14.27% Reduce -2.9% 251,359 $112.3M
Osterweis Capital Management Inc. 7.34% Add +0.7% 251,027 $112.2M
CENTRAL TRUST Co 2.74% Reduce -2.5% 250,740 $112.1M
Meeder Asset Management Inc. 7.85% Add +25.7% 250,657 $112.0M
Voyager Global Management LP 4.98% Reduce -3.9% 250,000 $111.7M
Cypress Funds LLC 14.94% Reduce -21.6% 249,049 $111.3M
Group One Trading LLC 3.50% Add +37.2% 248,564 $111.1M
Delta Global Management LP 7.36% Reduce -10.7% 247,591 $110.7M
Baker Avenue Asset Management, LP 3.76% Add +8.4% 247,042 $110.4M
Laird Norton Wetherby Wealth Management, LLC 5.22% Add +0.4% 247,020 $110.4M
Alpha Cubed Investments, LLC 5.25% Reduce -1.6% 246,280 $110.1M
Evergreen Capital Management LLC 3.97% Add +4.0% 245,370 $109.7M
Roffman Miller Associates Inc. 7.22% Add +1.6% 245,253 $109.6M
Oak Ridge Investments LLC 10.43% Add +4.7% 244,990 $109.5M
Grandfield & Dodd, LLC 6.92% Reduce -1.2% 244,386 $109.2M
Stack Financial Management, Inc 10.08% Add +0.0% 243,537 $108.8M
Klingenstein Fields & Co. LP 4.51% Add +0.4% 243,441 $108.8M
Bowen Hanes & Co. Inc. 3.01% Reduce -1.1% 243,108 $108.7M
Wesleyan Assurance Society 9.38% Add +3.6% 242,400 $108.3M
CW Advisors, LLC 1.72% Add +39.3% 241,811 $108.1M
Investment House LLC 6.16% Add +0.3% 241,420 $107.9M
Avalon Trust Co 8.53% Reduce -0.7% 241,141 $107.8M
Chesley Taft & Associates LLC 5.40% Add +0.1% 240,950 $107.7M
Jia Investment Alliance Pte. LTD. 11.49% No change 240,900 $107.7M
Kentucky Retirement Systems Insurance Trust Fund 7.25% Reduce -2.2% 239,722 $107.1M
Rockland Trust Co. 5.64% Reduce -0.6% 239,561 $107.1M
First National Trust Co 4.39% Add +0.2% 238,816 $106.7M
Dana Investment Advisors, Inc. 3.60% Reduce -0.5% 238,479 $106.6M
Ancora Advisors LLC 2.63% Reduce -0.1% 237,511 $106.2M
Northwestern Mutual Investment Management Company, LLC 2.73% Add +0.3% 236,525 $105.7M
Ycg, LLC 8.60% Reduce -0.2% 235,958 $105.5M
HS Management Partners, LLC 5.81% Reduce -22.3% 235,543 $105.3M
Locust Wood Capital Advisers, LLC 3.87% Add +6.7% 234,923 $105.0M
Metropolis Capital Ltd 3.84% Add +34.2% 234,525 $104.8M
BDF-Gestion 10.08% — 234,432 $104.8M
Sander Capital Advisors Inc. 47.47% Add +0.1% 232,506 $103.9M
Guyasuta Investment Advisors Inc. 7.63% Reduce -1.7% 275,805 $103.7M
Franklin Street Advisors Inc. 7.40% Add +2.8% 231,809 $103.6M
Apollon Wealth Management, LLC 3.14% Add +0.5% 230,865 $103.2M
Wedbush Securities Inc. 3.68% Reduce -2.0% 230,311 $102.9M
Norris Perne & French LLP 7.47% Reduce -0.8% 229,846 $102.7M
Rheos Capital Works Inc. 5.37% Reduce -42.4% 229,300 $102.5M
Triple Frond Partners LLC 11.99% No change 228,654 $102.2M
Homestead Advisers Corp 2.51% Reduce -5.9% 228,087 $101.9M
Vestor Capital, LLC 8.22% Add +0.6% 227,963 $101.9M
Bristol Gate Capital Partners Inc. 5.04% Reduce -4.9% 227,708 $101.8M
Edgemoor Investment Advisors, Inc. 9.54% Reduce -0.7% 227,129 $101.5M
Savant Capital, LLC 1.02% Reduce -0.7% 226,958 $101.4M
Caprock Group, LLC 4.09% Add +39.2% 224,949 $100.6M
Kodai Capital Management LP 1.90% Add +82.6% 223,847 $100.0M
First Citizens Bank & Trust Co. 1.87% Add +1.4% 222,174 $99.3M
Obermeyer Wealth Partners 5.67% Add +0.6% 221,439 $99.0M
TOMS Capital Investment Management LP 7.34% Reduce -31.1% 221,000 $98.8M
Baader Bank Aktiengesellschaft 7.72% Reduce -1.5% 220,792 $98.7M
Snowden Capital Advisors LLC 2.97% Reduce -2.5% 220,652 $98.6M
Bleakley Financial Group, LLC 2.84% Reduce -3.2% 220,412 $98.5M
NBT Bank, N.A. 7.04% Add +9.5% 220,406 $98.5M
Moors & Cabot, Inc. 5.24% Add +0.1% 220,102 $98.4M
Ingalls & Snyder LLC 4.25% Reduce -2.2% 219,375 $98.0M
Waters Parkerson & Co., LLC 5.22% Reduce -1.6% 219,369 $98.0M
Blue Whale Capital LLP 9.29% Reduce -0.1% 218,014 $97.4M
Mill Capital Management, LLC 8.04% Add +0.3% 217,670 $97.3M
Dearborn Partners LLC 4.20% Add +0.5% 217,296 $97.1M
Kanawha Capital Management LLC 7.57% Add +1.7% 216,136 $96.6M
Park Avenue Securities LLC 1.18% Add +3.0% 216,019 $96.5M
Meiji Yasuda Life Insurance Co 1.94% Reduce -5.5% 215,725 $96.4M
WASHINGTON TRUST Co 3.52% Reduce -1.8% 215,493 $96.3M
Harvest Fund Management Co., Ltd 6.96% Add +14.0% 215,189 $96.1M
Azimuth Capital Investment Management LLC 3.90% Add +0.7% 214,663 $95.9M
Vestcor Inc 3.25% Reduce -4.0% 214,642 $95.9M
Ameritas Investment Partners, Inc. 3.29% Reduce -0.7% 214,340 $95.8M
E Fund Management Co., Ltd. 5.30% Add +15.2% 214,279 $95.8M
Gotham Asset Management 1.23% Add +10.8% 213,392 $95.4M
Venture Visionary Partners LLC 4.44% Add +1.4% 212,650 $95.1M
Cookson Peirce & Co. Inc. 4.55% Add +9.9% 211,618 $94.6M
Styrax Capital, LP 7.20% No change 210,543 $94.1M
OAKMONT Corp 20.69% Add +17.9% 210,413 $94.0M
United Services Automobile Association 2.38% Reduce -5.0% 210,208 $94.0M
Smith Salley Wealth Management 6.71% Add +6.2% 209,104 $93.5M
Sandy Spring Bank 4.11% Reduce -2.2% 208,740 $93.3M
Trust Co. of Vermont 5.07% Add +1.2% 208,676 $93.3M
Kingsview Wealth Management, LLC 2.20% Add +2.2% 208,634 $93.2M
First Trust Direct Indexing L.P. 5.75% Add +9.6% 207,989 $93.0M
Smith Chas P & Associates Pa Cpas 5.51% Add +0.1% 207,885 $92.9M
GUNN & Co INVESTMENT MANAGEMENT, INC. 5.51% Add +929.4% 207,885 $92.9M
Davidson Investment Advisors 4.77% Add +0.6% 207,279 $92.6M
Aureus Asset Management, LLC 6.43% Reduce -1.8% 205,736 $92.0M
Community Trust & Investment Co. 6.27% Reduce -1.0% 205,425 $91.8M
Calamos Wealth Management LLC 4.97% Add +0.1% 205,054 $91.6M
General American Investors Co. Inc. 6.52% No change 205,000 $91.6M
Exencial Wealth Advisors, LLC 3.45% Reduce -5.0% 204,917 $91.6M
LMCG Investments, LLC 5.32% Add +0.9% 204,567 $91.4M
Signaturefd, LLC 1.86% Add +15.8% 204,327 $91.3M
Campbell Newman Asset Management Inc. 7.28% Reduce -1.9% 203,734 $91.1M
Talbot Financial, LLC 11.74% Reduce -1.7% 203,503 $91.0M
Siemens Fonds Invest GmbH 6.78% Reduce -0.6% 202,519 $90.5M
Merit Financial Group, LLC 1.99% Reduce -1.7% 202,178 $90.4M
SouthState Bank Corp 6.58% Add +2.8% 201,661 $90.1M
Berkshire Asset Management LLC 4.49% Reduce -9.1% 201,554 $90.1M
ZWJ Investment Counsel Inc. 3.96% Add +1.2% 201,501 $90.1M
Welch Group, LLC 4.32% Reduce -0.8% 201,022 $89.8M
Buckingham Strategic Wealth, LLC 0.93% Add +2.3% 200,865 $89.8M
Axxcess Wealth Management, LLC 2.44% Add +3.2% 200,591 $89.7M
Torno Capital, LLC 9.44% Add +8.1% 200,000 $89.4M
Paralel Advisors LLC 4.28% No change 200,000 $89.4M
First American Bank 6.69% Add +0.6% 199,917 $89.4M
Ironvine Capital Partners, LLC 9.77% Reduce -4.2% 199,512 $89.2M
Logan Capital Management Inc. 3.83% Reduce -0.9% 198,764 $88.8M
Woodley Farra Manion Portfolio Management Inc. 4.81% Reduce -2.2% 198,358 $88.7M
FineMark National Bank & Trust 3.25% Add +0.9% 197,117 $88.1M
Select Equity Group, L.P. 0.35% Reduce -6.9% 196,948 $88.0M
Dixon Mitchell Investment Counsel Inc. 4.41% Add +1.7% 195,507 $87.9M
Trajan Wealth LLC 5.64% Add +7.8% 196,477 $87.8M
Tandem Investment Advisors, Inc. 3.49% Add +6.8% 196,071 $87.6M
SurgoCap Partners LP 5.11% Reduce -24.7% 195,434 $87.3M
Mutual Advisors, LLC 2.64% Reduce -10.3% 204,413 $87.2M
Valeo Financial Advisors, LLC 2.73% Add +0.1% 225,685 $87.2M
Moody LYNN Lieberson & Walker, LLC 5.70% Add +0.3% 194,898 $87.1M
Howard Capital Management Group, LLC 6.42% Reduce -0.6% 194,857 $87.1M
Gradient Investments LLC 1.95% Add +8.7% 194,618 $87.0M
Kintegral Advisory, LLC 8.33% Reduce -5.8% 194,343 $86.9M
United American Securities Inc. (d/b/a UAS Asset Management) 20.80% Reduce -2.7% 194,268 $86.8M
&partners 3.79% Add +440.6% 193,935 $86.7M
SCS Capital Management LLC 1.81% Add +0.0% 193,425 $86.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.60% Add +7.8% 193,242 $86.4M
Bard Financial Services, Inc. 8.90% Reduce -0.8% 192,558 $86.1M
Cary Street Partners Investment Advisory LLC 3.46% Add +1.1% 192,263 $85.9M
Cullinan Associates Inc. 4.83% Reduce -1.1% 191,060 $85.4M
Livforsakringsbolaget Skandia, Omsesidigt 6.97% Reduce -1.4% 191,015 $85.3M
Hardman Johnston Global Advisors LLC 3.29% Reduce -19.8% 190,360 $85.1M
Nichols & Pratt Advisers LLP 5.75% Reduce -1.6% 190,327 $85.1M
Asset Advisors Investment Management, LLC 9.25% Add +1.8% 190,079 $85.0M
W1M Asset Management Ltd 7.17% Reduce -14.0% 189,979 $84.9M
Bryn Mawr Trust Advisors, LLC 4.68% Add +0.5% 190,082 $84.9M
Meritage Portfolio Management 5.35% Reduce -1.1% 189,786 $84.8M
Motley Fool Asset Management LLC 5.62% Reduce -17.3% 185,670 $84.8M
Fulton Breakefield Broenniman LLC 6.25% Add +0.3% 189,470 $84.7M
GFI Investment Counsel Ltd. 11.07% Reduce -5.6% 189,390 $84.6M
PointState Capital LP 2.44% Reduce -60.7% 189,212 $84.6M
Sculptor Capital LP 2.67% No change 188,334 $84.2M
Suncoast Equity Management 9.28% Add +2.5% 187,565 $83.8M
Capital Investment Advisors, LLC 1.89% Add +5.6% 187,246 $83.7M
Spire Wealth Management 2.95% Reduce -3.9% 187,066 $83.6M
Henshaw Capital LLC 3.76% No change 186,543 $83.4M
Evergreen Quality Fund GP, Ltd. 3.43% New 186,100 $83.2M
GAM Holding AG 6.38% Reduce -12.6% 186,001 $83.1M
Sienna Gestion 7.37% Reduce -2.7% 185,771 $83.0M
Vident Advisory, LLC 2.29% Add +22.3% 185,592 $83.0M
Reynders McVeigh Capital Management, LLC 4.71% Add +1.4% 185,516 $82.9M
Violich Capital Management, Inc. 11.19% Add +1.1% 185,218 $82.8M
Diversified Trust Co. 2.34% Add +2.9% 184,913 $82.6M
Andra AP-fonden 1.38% Reduce -25.8% 183,900 $82.2M
Generate Investment Management Ltd 5.97% Add +10.8% 183,725 $82.1M
Pacific Sage Partners, LLC 20.32% Reduce -1.2% 183,433 $82.0M
Kinetic Partners Management, LP 5.96% Reduce -16.8% 183,105 $81.8M
Prospera Financial Services Inc 2.27% Add +5.3% 182,941 $81.8M
Equitable Holdings, Inc. 0.86% Add +5.5% 181,818 $81.3M
Taurus Asset Management, LLC 8.17% Reduce -0.8% 180,441 $80.6M
Dundas Partners LLP 6.25% Add +1.4% 180,361 $80.6M
Westpac Banking Corp. 6.39% Reduce -27.8% 180,184 $80.5M
LVM Capital Management Ltd. 9.15% Reduce -2.1% 180,001 $80.5M
HighPoint Advisor Group LLC 4.80% Add +11.3% 190,224 $80.5M
Baldwin Wealth Partners LLC 6.25% Reduce -4.5% 179,373 $80.2M
JBF Capital, Inc. 12.38% No change 179,000 $80.0M
Marex Group Ltd 2.15% Add +123.9% 178,809 $79.9M
Estabrook Capital Management 12.33% Reduce -1.5% 178,804 $79.9M
Thomasville National Bank 6.39% Reduce -0.1% 178,434 $79.8M
Nellore Capital Management LLC 12.01% Reduce -0.2% 178,200 $79.6M
Parallel Advisors, LLC 2.04% Add +4.1% 178,114 $79.6M
National Mutual Insurance Federation of Agricultural Cooperatives 0.79% No change 177,900 $79.5M
Cumberland Partners Ltd 5.78% Reduce -5.0% 177,895 $79.5M
Sabal Trust CO 4.72% Reduce -2.3% 177,212 $79.2M
Longbow Finance SA 8.18% Reduce -5.0% 177,064 $79.1M
MMBG Investment Advisors Co. 8.47% Reduce -5.3% 176,873 $79.1M
Granite Investment Partners, LLC 3.27% Reduce -1.1% 176,713 $79.0M
Natixis Investment Managers International 5.89% Reduce -3.6% 176,639 $78.9M
First National Bank of Omaha 5.16% Add +10.6% 175,163 $78.3M
CloudAlpha Capital Management Limited/Hong Kong 11.13% Add +22.1% 175,000 $78.2M
Neville Rodie & Shaw Inc. 5.90% Reduce -2.2% 174,060 $77.8M
Berkley W R Corp. 4.35% Add +248.0% 174,000 $77.8M
Concurrent Investment Advisors, LLC 2.57% Add +31.7% 173,800 $77.7M
Provident Investment Management, Inc. 7.07% Reduce -2.0% 173,774 $77.7M
Corvex Management LP 3.67% No change 173,661 $77.6M
Brookstone Capital Management 1.29% Add +8.3% 174,825 $77.5M
First Long Island Investors, LLC 6.55% Reduce -1.2% 173,329 $77.5M
Alphadyne Asset Management LP 34.58% New 173,000 $77.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.33% No change 172,527 $77.1M
Tudor Investment Corporation 0.86% Add +4902.6% 172,241 $77.0M
Verus Capital Partners, LLC 7.94% Add +1.1% 171,260 $76.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.28% Reduce -0.6% 170,359 $76.1M
Ballentine Partners, LLC 1.41% Add +3.6% 170,283 $76.1M
TRB Advisors LP 14.17% Reduce -22.7% 170,000 $76.0M
DDD Partners, LLC 8.79% Add +37.3% 169,619 $75.8M
Van Hulzen Asset Management, LLC 5.07% Reduce -9.1% 169,174 $75.6M
Empowered Funds, LLC 1.30% Reduce -3.0% 168,533 $75.3M
Heritage Wealth Advisors 3.39% Add +1.9% 167,851 $75.0M
Lombard Odier Asset Management (Switzerland) SA 7.63% Reduce -5.3% 167,793 $75.0M
Alta Capital Management LLC/ 4.72% Reduce -3.8% 167,786 $75.0M
Insight Holdings Group, LLC 2.59% Add +4.4% 167,460 $74.8M
Quattro Financial Advisors LLC 19.47% Add +13.6% 166,624 $74.5M
Eagle Global Advisors LLC 3.93% Reduce -0.4% 166,350 $74.4M
Wedge Capital Management L L P 1.32% Reduce -18.5% 166,153 $74.3M
Cidel Asset Management Inc. 5.75% Reduce -5.9% 166,052 $74.2M
Woodstock Corp. 7.48% Reduce -0.6% 164,689 $73.6M
Wahed Invest LLC 14.74% Add +10.5% 164,282 $73.4M
Beacon Investment Advisory Services, Inc. 3.15% Add +0.5% 164,133 $73.4M
Tower Bridge Advisors 8.29% Reduce -6.1% 163,943 $73.3M
Walleye Trading LLC 1.44% Reduce -42.1% 163,749 $73.2M
Sigma Planning Corp 2.32% Reduce -6.8% 163,536 $73.1M
Compass Capital Management, Inc. 4.89% Reduce -4.1% 163,241 $73.0M
Moneta Group Investment Advisors LLC 1.16% Add +2.9% 163,129 $72.9M
Grassi Investment Management 6.47% Add +0.2% 163,096 $72.9M
Ulysses Management LLC 17.51% Reduce -11.3% 163,000 $72.9M
Cat Rock Capital Management LP 8.16% No change 163,000 $72.9M
Perigon Wealth Management, LLC 2.11% Reduce -1.6% 162,943 $72.8M
Great Valley Advisor Group, Inc. 2.03% Add +1.4% 162,595 $72.7M
Fairview Capital Investment Management, LLC 4.07% Reduce -1.2% 162,087 $72.4M
Dynamic Advisor Solutions LLC 2.27% Add +1.6% 161,421 $72.1M
Wealthspire Advisors, LLC 0.92% Add +10.5% 160,861 $71.9M
Bragg Financial Advisors, Inc 3.21% Add +0.2% 160,823 $71.9M
Patten & Patten Inc. 5.02% Reduce -0.8% 160,780 $71.9M
First Horizon Advisors, Inc. 2.18% Add +2.6% 160,735 $71.8M
Marble Harbor Investment Counsel, LLC 8.44% Reduce -0.6% 160,532 $71.7M
Cornerstone Investment Partners, LLC 3.53% Add +39.4% 159,983 $71.5M
Nixon Peabody Trust Co. 6.33% Reduce -5.0% 159,454 $71.3M
FUKOKU MUTUAL LIFE INSURANCE Co 5.49% Add +0.7% 159,438 $71.3M
Plato Investment Management Ltd 6.61% Add +5.2% 158,638 $70.9M
Sycomore Asset Management 12.43% Add +14.3% 156,322 $70.7M
BLB&B Advisors, LLC 3.86% Reduce -4.4% 157,460 $70.4M
Nicholas Hoffman & Company, LLC. 3.30% Add +0.9% 157,456 $70.4M
Narwhal Capital Management 6.64% Add +0.4% 157,138 $70.2M
Bedrijfstakpensioenfonds Voor DE Media Pno 8.96% No change 167,700 $69.9M
Fishman Jay A Ltd. 7.36% Add +1.5% 156,288 $69.9M
Quest Investment Management LLC 7.73% Add +3.4% 156,258 $69.8M
Forbes J M & Co. LLP 7.14% Add +1.4% 155,955 $69.7M
North Star Asset Management Inc. 3.30% Reduce -1.2% 155,719 $69.6M
YHB Investment Advisors, Inc. 5.98% Reduce -0.6% 155,555 $69.5M
Fort Sheridan Advisors LLC 11.21% Add +7.0% 155,249 $69.4M
SteelPeak Wealth, LLC 3.28% Reduce -0.0% 154,917 $69.2M
Hoylecohen, LLC 5.21% Reduce -4.0% 154,124 $68.9M
Tran Capital Management, L.P. 7.99% Reduce -1.7% 154,045 $68.9M
Signature Estate & Investment Advisors LLC 1.72% Add +11.4% 153,446 $68.6M
Sowell Financial Services LLC 3.27% Add +2.6% 153,190 $68.5M
Independent Financial Group, LLC 2.74% Add +6.9% 152,781 $68.3M
TPG GP A, LLC 1.06% Reduce -29.0% 152,044 $68.0M
RiverFront Investment Group, LLC 1.81% Add +7.5% 152,014 $67.9M
Act Two Investors LLC 13.43% Add +0.3% 151,788 $67.8M
Adell Harriman & Carpenter Inc. 5.24% Add +1.1% 151,706 $67.8M
Montag A & Associates Inc. 3.42% Add +0.4% 151,423 $67.7M
Picton Mahoney Asset Management 2.88% Reduce -16.1% 151,416 $67.7M
Dupont Capital Management Corp. 5.89% Reduce -2.0% 151,379 $67.7M
Cyndeo Wealth Partners, LLC 5.29% Add +4.0% 151,225 $67.6M
Baskin Financial Services Inc. 5.77% Reduce -9.5% 150,699 $67.4M
Sawgrass Asset Management LLC 7.29% Reduce -3.8% 150,596 $67.3M
Philadelphia Trust Co. 5.22% Reduce -0.5% 150,192 $67.1M
Academy Capital Management 12.11% Reduce -0.2% 150,160 $67.1M
Lombard Odier Asset Management (Europe) Ltd 4.57% Add +20.3% 149,719 $66.9M
Martingale Asset Management L P 1.44% Reduce -11.6% 149,415 $66.8M
S&co Inc. 4.65% Add +7.4% 149,314 $66.7M
Hollencrest Capital Management 2.93% Add +0.2% 149,031 $66.6M
Palisade Asset Management, LLC 6.86% Reduce -3.9% 148,388 $66.3M
Ritholtz Wealth Management 2.19% Add +5.4% 148,330 $66.3M
Madison Asset Management, LLC 0.82% Reduce -7.0% 148,318 $66.3M
Fernbridge Capital Management LP 4.40% Add +6.4% 148,127 $66.2M
Value Star Asset Management (Hong Kong) Ltd 24.52% No change 148,001 $66.1M
Clough Capital Partners L P 7.21% Reduce -9.6% 147,797 $66.1M
Richard Bernstein Advisors LLC 1.46% Reduce -3.8% 147,661 $66.0M
Trust Co. of Toledo NA 9.54% Add +3.3% 147,644 $66.0M
Waverly Advisors, LLC 1.29% Add +59.5% 147,288 $65.8M
Pallas Capital Advisors LLC 2.95% Add +2.4% 148,569 $65.4M
Ninety One SA (Pty) Ltd 10.14% Reduce -4.6% 144,901 $65.4M
Himension Capital (singapore) Pte. LTD. 4.62% Reduce -42.6% 145,942 $65.2M
Baxter Bros Inc. 8.53% Reduce -2.6% 145,745 $65.1M
Colonial Trust Advisors 6.23% Reduce -1.4% 145,517 $65.0M
Hoey Investments, Inc. 12.28% Add +3.0% 143,727 $64.2M
Meeder Advisory Services, Inc. 4.53% Add +36.7% 143,346 $64.1M
Lowe Brockenbrough & Co. Inc. 4.26% Reduce -0.1% 143,264 $64.0M
Sumitomo Life Insurance Co. 1.47% Add +0.3% 147,977 $63.7M
Frank, Rimerman Advisors LLC 4.50% Add +622.1% 142,220 $63.6M
Bellevue Asset Management, LLC 35.09% Reduce -3.0% 142,190 $63.6M
Cornerstone Capital, Inc. 6.40% Add +0.2% 142,062 $63.5M
Burns J W & Co. Inc. 8.55% Reduce -0.4% 141,712 $63.3M
Matrix Asset Advisors Inc. 7.56% Reduce -0.9% 141,606 $63.3M
Destination Wealth Management 2.09% Reduce -4.2% 141,599 $63.3M
Osborne Partners Capital Management, LLC 3.79% Add +2.0% 141,517 $63.3M
Roundview Capital LLC 4.98% Add +1.6% 141,499 $63.2M
Atlantic Union Bankshares Corp 3.93% Add +64.8% 141,200 $63.1M
Summitry LLC 3.27% Add +1.0% 141,155 $63.1M
Soltis Investment Advisors LLC 6.65% Add +7.9% 140,473 $62.8M
Optiver Holding B.V. 1.21% Add +13.0% 140,444 $62.8M
Burney Co./ 2.40% Reduce -8.5% 140,320 $62.7M
GYL Financial Synergies, LLC 4.84% Add +0.6% 140,198 $62.7M
Levin Capital Strategies, L.P. 6.62% Reduce -6.0% 140,044 $62.6M
Alps Advisors Inc. 0.43% Reduce -3.9% 140,022 $62.6M
Northeast Financial Consultants Inc 2.88% Add +1.0% 139,679 $62.4M
Amica Mutual Insurance Co. 6.20% Reduce -1.2% 139,527 $62.4M
Global Retirement Partners, LLC 1.95% Add +17.9% 139,123 $62.2M
Dorsey & Whitney Trust CO LLC 4.29% Add +0.5% 138,693 $62.0M
Itau Unibanco Holding S.A. 2.54% Reduce -14.3% 138,673 $62.0M
Wendell David Associates Inc. 6.29% Add +0.1% 138,202 $61.8M
Albion Financial Group 4.65% Add +0.2% 138,067 $61.7M
Level Four Advisory Services, LLC 2.78% Add +13.5% 138,007 $61.7M
Noked Israel Ltd 17.02% Reduce -13.8% 138,000 $61.7M
Segall Bryant & Hamill, LLC 1.09% Add +0.0% 137,921 $61.6M
NorthRock Partners, LLC 2.32% Add +3.1% 137,908 $61.6M
FRG Family Wealth Advisors LLC 11.84% Reduce -0.1% 153,034 $61.2M
Guardian Capital LP 2.31% Add +2.0% 136,776 $61.1M
Albar Capital Ltd 9.28% Add +14.3% 136,211 $60.9M
Knights of Columbus Asset Advisors LLC 3.97% Reduce -5.0% 136,169 $60.9M
Parsons Capital Management Inc. 4.13% Reduce -0.8% 135,594 $60.6M
Boston Family Office LLC 4.36% Add +0.5% 135,429 $60.5M
Avala Global LP 4.40% Reduce -18.3% 135,397 $60.5M
Pensioenfonds Rail & Ov 4.52% Add +30.7% 135,047 $60.4M
Beaumont Financial Advisors, LLC 4.83% Reduce -0.9% 135,011 $60.3M
Penobscot Investment Management Company, Inc. 5.80% Add +9.8% 134,616 $60.2M
Smith Group Asset Management, LLC 5.34% Reduce -39.2% 134,549 $60.1M
Hemenway Trust Co LLC 5.13% Reduce -0.2% 134,117 $59.9M
Gerber Kawasaki Wealth & Investment Management 3.00% Add +1.0% 133,982 $59.9M
Moore Capital Management, LP 1.36% Reduce -63.8% 133,922 $59.9M
Thoroughbred Financial Services, LLC 4.00% Add +29.1% 133,914 $59.9M
Valiant Capital Management, L.P. 7.04% Reduce -8.2% 133,680 $59.7M
Chescapmanager LLC 9.42% Add +29.0% 133,392 $59.6M
Transform Wealth, LLC 4.45% Add +0.8% 132,776 $59.3M
Woodline Partners LP 0.57% Reduce -20.9% 132,701 $59.3M
Bank of Hawaii 2.72% Reduce -3.1% 132,692 $59.3M
Beese Fulmer Investment Management, Inc. 5.36% Add +1.1% 131,665 $58.8M
Principal Securities, Inc. 1.62% Add +11.6% 131,622 $58.8M
Mane Global Capital Management LP 4.10% Add +16474.2% 130,605 $58.4M
TenCore Partners, LP 22.41% Reduce -16.1% 130,271 $58.2M
Yarbrough Capital, LLC 2.41% No change 129,794 $58.0M
Twin Capital Management Inc. 6.82% Add +2.6% 129,546 $57.9M
Constitution Capital LLC 30.52% Add +3.6% 129,428 $57.8M
Grace & Mercy Foundation, Inc. 13.07% No change 129,230 $57.8M
GAMCO Investors 0.63% Reduce -0.4% 128,937 $57.6M
Van Cleef Asset Management,Inc 7.18% Reduce -1.3% 128,200 $57.3M
Cadence Bank 4.27% Reduce -0.8% 127,415 $56.9M
Ledyard National Bank 5.53% Reduce -1.6% 127,415 $56.9M
Petredis Investment Advisors LLC 6.35% Reduce -0.3% 127,020 $56.8M
Avity Investment Management Inc. 4.57% Add +2.4% 126,737 $56.6M
Sonora Investment Management Group, LLC 4.46% No change 134,265 $56.5M
Pittenger & Anderson Inc. 2.31% Reduce -3.8% 126,044 $56.3M
ClariVest Asset Management LLC 5.74% Reduce -1.0% 125,934 $56.3M
Candlestick Capital Management LP 2.16% Reduce -19.4% 125,766 $56.2M
Kimelman & Baird, LLC 4.63% — 125,715 $56.2M
TCV Trust & Wealth Management, Inc. 5.33% Reduce -0.9% 125,123 $55.9M
Equitable Trust Co. 3.85% Reduce -3.8% 125,085 $55.9M
Unigestion Holding SA 3.07% Reduce -8.8% 148,717 $55.9M
Senator Investment Group LP 2.72% Reduce -16.7% 125,000 $55.9M
Dnca Finance 4.92% — 124,755 $55.8M
Stonebridge Capital Advisors LLC 4.90% Reduce -0.1% 124,689 $55.7M
Petrus Trust Company, LTA 5.20% No change 124,596 $55.7M
L. Roy Papp & Associates, LLP 6.72% Reduce -4.4% 124,113 $55.5M
Cobblestone Capital Advisors LLC 3.41% Reduce -0.4% 123,715 $55.3M
Founders Capital Management, LLC 10.02% Reduce -0.1% 123,702 $55.3M
Eagle Ridge Investment Management 5.09% Reduce -4.0% 122,952 $55.0M
Main Street Research LLC 3.62% Add +3.0% 122,701 $54.8M
Exchange Traded Concepts, LLC 1.40% Add +10.9% 122,673 $54.8M
Baltimore-Washington Financial Advisors, Inc. 3.22% Add +1.3% 122,415 $54.7M
Rollins Financial Advisors, LLC 9.38% Reduce -0.3% 122,226 $54.6M
Alerus Financial NA 4.08% Reduce -4.5% 121,992 $54.5M
Anderson Hoagland & Co. 5.72% Reduce -1.1% 118,474 $54.4M
Fifth Third Wealth Advisors LLC 4.12% Add +159.5% 121,617 $54.4M
Ashton Thomas Private Wealth, LLC 2.99% Add +0.7% 120,943 $54.1M
PFG Investments, LLC 3.85% Reduce -7.8% 120,750 $54.0M
Appleton Partners Inc. 4.15% Reduce -0.8% 120,550 $53.9M
Coerente Capital Management 10.51% Reduce -5.3% 120,460 $53.8M
Night Owl Capital Management, LLC 8.03% Reduce -2.4% 120,151 $53.7M
TD Private Client Wealth LLC 1.69% Reduce -4.4% 119,782 $53.7M
Greenbrier Partners Capital Management, LLC 4.42% Add +13.7% 120,000 $53.6M
Carret Asset Management, LLC 6.25% Reduce -0.8% 119,870 $53.6M
NJ State Employees Deferred Compensation Plan 6.64% No change 119,500 $53.4M
Novare Capital Management LLC 4.80% Add +1.1% 119,430 $53.4M
Praxis Investment Management Inc. 3.69% No change 136,858 $53.3M
Financial Advocates Investment Management 3.31% Reduce -7.9% 119,171 $53.3M
Matthew Goff Investment Advisor, LLC 10.86% Reduce -10.2% 119,102 $53.2M
Capital Investment Services of America, Inc. 5.13% Reduce -2.8% 119,018 $53.2M
Robertson Stephens Wealth Management, LLC 2.78% Add +6.2% 118,845 $53.1M
Procyon Advisors, LLC 3.92% Reduce -2.5% 118,313 $52.9M
Spinnaker Trust 3.38% Add +0.7% 117,932 $52.7M
Fulton Bank, N.A. 2.12% Reduce -1.2% 117,540 $52.5M
KMG Fiduciary Partners, LLC 5.14% Add +1.0% 116,988 $52.3M
Stillwater Capital Advisors, LLC 7.29% Reduce -1.5% 116,907 $52.3M
LGT Fund Management Co Ltd. 6.51% Add +230.3% 116,736 $52.2M
V-Square Quantitative Management LLC 8.45% Reduce -1.3% 116,704 $52.2M
Summit Trail Advisors, LLC 1.37% Add +69.3% 116,557 $52.1M
Financiere des Professionnels - Fonds d'investissement inc. 4.07% Add +0.6% 113,311 $52.0M
Callahan Advisors, LLC 5.41% Add +0.2% 116,384 $52.0M
Kiley Juergens Wealth Management, LLC 14.42% Add +6.3% 116,160 $51.9M
One Wealth Management Investment & Advisory Services, LLC 20.71% Reduce -0.2% 116,059 $51.9M
Gratus Capital, LLC 2.09% Add +22.5% 115,907 $51.8M
Garde Capital, Inc. 3.59% Reduce -0.9% 115,516 $51.6M
DRW Securities, LLC 3.14% Add +39.9% 114,541 $51.3M
Manitou Investment Management Ltd. 11.47% Reduce -0.7% 114,719 $51.3M
Shufro Rose & Co. LLC 4.16% Reduce -0.8% 114,190 $51.0M
Pitcairn Co. 3.11% Add +8.0% 113,946 $50.9M
Ramsay, Stattman, Vela & Price, Inc. 9.63% Reduce -0.6% 113,916 $50.9M
Private Advisory Group LLC 6.69% Add +8.9% 113,887 $50.9M
Heritage Trust Co 6.71% Reduce -1.7% 113,856 $50.9M
U.S. Capital Wealth Advisors, LLC 1.94% Reduce -3.0% 113,618 $50.8M
Synergy Asset Management, LLC 7.90% Add +21.5% 112,620 $50.3M
Washington Trust Bank 4.97% Add +0.1% 112,527 $50.3M
180 Wealth Advisors, LLC 8.20% Reduce -1.4% 110,503 $50.2M
Mgo One Seven LLC 2.38% Add +1.6% 112,336 $50.2M
Schnieders Capital Management LLC 10.16% Add +0.3% 111,763 $50.0M
Hilton Capital Management, LLC 4.22% Add +3.0% 111,728 $49.9M
Wellington Shields Capital Management, LLC 9.07% Add +1.5% 111,433 $49.8M
Wilsey Asset Management Inc. 10.46% Reduce -0.0% 111,406 $49.8M
Auxier Asset Management LLC 7.84% Reduce -1.1% 110,854 $49.5M
J.W. Cole Advisors, Inc. 2.33% Add +3.3% 110,788 $49.5M
Moran Wealth Management, LLC 1.61% Reduce -0.9% 109,804 $49.1M
W.G. Shaheen & Associates DBA Whitney & Co 5.64% Reduce -0.8% 109,772 $49.1M
Tompkins Financial Corp. 5.14% Reduce -0.7% 109,717 $49.0M
Linscomb Wealth, Inc. 2.53% Add +0.7% 109,322 $48.9M
Circle Wealth Management, LLC 1.13% Add +0.9% 108,931 $48.7M
Principle Wealth Partners LLC 3.71% Add +0.3% 108,861 $48.7M
Boston Common Asset Management, LLC 1.24% Add +9.1% 108,678 $48.6M
GW Henssler & Associates Ltd. 2.92% Reduce -3.6% 108,641 $48.6M
MainStreet Investment Advisors LLC 5.94% Reduce -8.3% 108,564 $48.5M
KADENSA CAPITAL Ltd 11.42% Reduce -4.9% 108,407 $48.5M
Capital Analysts, LLC 2.14% Add +1.5% 108,241 $48.4M
IHT Wealth Management, LLC 1.80% Reduce -0.9% 107,862 $48.2M
Auto-Owners Insurance Co 1.27% No change 107,545 $48.1M
Oak Associates Ltd. 3.19% Reduce -0.2% 107,443 $48.0M
Lynch & Associates 10.79% Add +3.0% 107,108 $47.9M
Waycross Partners, LLC 7.34% Add +10.2% 107,037 $47.8M
BTC Capital Management, Inc. 4.44% Reduce -1.5% 106,966 $47.8M
Clarkston Capital Partners, LLC 0.91% Reduce -3.0% 106,963 $47.8M
Willis Investment Counsel 3.30% Add +0.0% 106,740 $47.7M
China Universal Asset Management Co., Ltd. 6.72% Reduce -5.9% 106,539 $47.6M
Foundations Investment Advisors, LLC 1.16% Add +2.5% 106,528 $47.6M
Alberta Investment Management Corp 0.53% Reduce -46.9% 106,369 $47.5M
Managed Asset Portfolios, LLC 7.05% Reduce -7.4% 106,368 $47.5M
Kingswood Wealth Advisors, LLC 4.28% Add +28.1% 106,304 $47.5M
BSN CAPITAL PARTNERS Ltd 3.11% New 105,000 $47.5M
Foster Dykema Cabot & Partners, LLC 4.25% Add +2.6% 106,211 $47.5M
Coastline Trust Co 5.55% Reduce -2.6% 106,038 $47.4M
CSM Advisors, LLC 3.35% Reduce -2.4% 105,735 $47.3M
Omega Advisors (Leon Cooperman) 1.99% Reduce -57.0% 105,705 $47.2M
McIlrath & Eck, LLC 7.00% Add +0.9% 105,486 $47.1M
Orion Investment Co 18.75% — 105,302 $47.1M
FourThought Financial Partners, LLC 6.05% Reduce -1.3% 105,236 $47.0M
Capco Asset Management, LLC 11.11% Add +1.3% 105,066 $47.0M
Polaris Capital Management, LLC 2.51% Reduce -3.7% 104,926 $46.9M
Transcend Capital Advisors, LLC 3.40% Add +5.5% 104,848 $46.9M
Means Investment Co., Inc. 5.60% Reduce -1.6% 104,788 $46.8M
Vantage Investment Partners, LLC 4.23% Reduce -0.9% 104,516 $46.7M
McKinley Capital Management LLC 8.17% Reduce -20.3% 104,447 $46.7M
Folger Nolan Fleming Douglas Capital Management, Inc. 4.77% Reduce -5.4% 104,276 $46.6M
CHURCHILL MANAGEMENT Corp 0.55% Add +2.2% 104,270 $46.6M
Montanova Capital, LLC 1.90% Add +31.2% 104,033 $46.5M
HUB Investment Partners, LLC 2.24% Add +3.6% 103,950 $46.5M
AlTi Global, Inc. 1.24% Add +2.1% 103,617 $46.3M
Summit Financial, LLC 2.11% Add +62.5% 103,509 $46.3M
Headlands Technologies LLC 4.90% Add +508.3% 103,348 $46.2M
Mather Group, Llc. 0.57% Add +32.5% 109,519 $46.1M
Auxano Advisors, LLC 12.72% Reduce -0.5% 102,938 $46.0M
Jag Capital Management, LLC 6.32% Reduce -2.9% 102,920 $46.0M
Iron Gate Global Advisors LLC 7.75% Add +0.7% 102,751 $45.9M
Weatherly Asset Management L. P. 4.20% Reduce -1.9% 102,696 $45.9M
Lingotto Investment Management LLP 1.54% Add +13.3% 102,560 $45.8M
Ace Management Global Ltd. 13.45% New 102,494 $45.8M
Bell Asset Management Ltd 6.40% Reduce -5.6% 102,059 $45.6M
Archon Partners LLC 5.85% No change 102,000 $45.6M
Abbrea Capital, LLC 6.03% Reduce -4.0% 101,901 $45.5M
Renaissance Group LLC 1.78% Reduce -3.7% 101,857 $45.5M
Lakeside Advisors, INC. 29.56% Reduce -1.7% 101,833 $45.5M
Americana Partners, LLC 3.58% Reduce -0.6% 101,720 $45.5M
Farther Finance Advisors, LLC 2.20% Add +40.3% 99,508 $45.4M
Lee Danner & Bass Inc. 3.50% — 101,473 $45.4M
Simmons Bank 3.42% Reduce -1.7% 101,378 $45.3M
Dock Street Asset Management Inc. 6.33% Reduce -2.1% 101,282 $45.3M
First Merchants Corp. 1.82% Reduce -4.0% 101,262 $45.3M
American National Bank & Trust 5.63% Add +1.4% 101,243 $45.3M
Point72 Europe (London) LLP 3.82% Add +35.9% 101,040 $45.2M
First American Trust, FSB 4.51% Reduce -10.1% 100,539 $44.9M
Axiom Advisory, LLC 0.49% Add +6238.2% 106,165 $44.9M
Connors Investor Services Inc. 4.66% Reduce -1.3% 100,263 $44.8M
Bornite Capital Management LP 7.36% No change 100,000 $44.7M
Integrated Advisors Network LLC 2.30% Add +9.7% 99,673 $44.5M
North Star Investment Management Corp. 3.26% Reduce -2.1% 99,536 $44.5M
Zweig-DiMenna Associates LLC 5.05% Reduce -0.3% 99,483 $44.5M
Anchor Investment Management, LLC 4.57% Add +1.2% 99,392 $44.4M
Essex Financial Services, Inc. 3.30% Add +20.1% 110,185 $44.4M
WestEnd Advisors, LLC 1.14% Reduce -4.9% 98,789 $44.2M
Girard Partners LTD. 4.16% Reduce -1.8% 98,353 $44.0M
ICICI Prudential Asset Management Co Ltd 5.20% Add +8.0% 98,323 $43.9M
Columbia Asset Management 8.18% Reduce -0.3% 98,166 $43.9M
Kayne Anderson Rudnick Investment Management LLC 0.11% Add +1.0% 97,973 $43.8M
Milestones Administradora de Recursos Ltda. 18.38% No change 97,792 $43.7M
Atika Capital Management LLC 5.05% Add +12.7% 97,500 $43.6M
Blue Chip Partners, LLC 4.02% Add +3.4% 97,353 $43.5M
German American Bancorp, Inc. 4.95% Add +1.3% 96,504 $43.1M
Addenda Capital Inc. 1.69% Add +1.0% 96,422 $43.1M
Bensler, LLC 5.79% Add +1.5% 96,306 $43.0M
Hartline Investment Corp./ 5.78% Add +171.5% 96,245 $43.0M
Rwwm, Inc. 4.67% Reduce -2.4% 96,149 $43.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 4.90% Reduce -0.2% 95,871 $42.8M
Fiduciary Group, LLC 4.62% Reduce -0.6% 95,866 $42.8M
DE Burlo Group Inc. 5.73% Reduce -2.3% 95,429 $42.7M
Country Club Bank 2.96% Reduce -0.9% 93,933 $42.5M
Jacobs & Co. 4.46% Reduce -1.2% 95,141 $42.5M
Greenwood Gearhart LLC 4.01% Add +0.5% 95,094 $42.5M
Rossmore Private Capital 5.58% Add +0.0% 95,086 $42.5M
Resources Management Corp. /CT/ 6.17% Reduce -1.6% 94,820 $42.4M
Wealthcare Advisory Partners LLC 1.32% Add +6.2% 94,771 $42.4M
CapitalatWork S.A. 1.42% Reduce -33.4% 94,647 $42.3M
Fagan Associates, Inc. 7.38% Add +2.5% 94,326 $42.2M
Belmont Capital, LLC 7.84% Add +32.1% 93,947 $42.0M
Pictet North America Advisors SA 4.55% Add +14.2% 94,130 $41.9M
Blue Fin Capital, Inc. 8.35% Add +5.9% 93,540 $41.8M
Visionary Wealth Advisors 2.73% Add +8.4% 93,425 $41.8M
Bath Savings Trust Co 4.44% Add +0.7% 93,394 $41.7M
Thompson Siegel & Walmsley LLC 0.67% Reduce -0.4% 93,298 $41.7M
United Asset Strategies, Inc. 4.11% Add +5.7% 93,118 $41.6M
Diversify Advisory Services, LLC 2.28% Add +1.3% 90,449 $41.6M
Wallington Asset Management, LLC 6.33% Add +1.4% 92,625 $41.4M
Harvest Portfolios Group Inc. 1.58% Reduce -6.8% 92,537 $41.4M
Canandaigua National Bank & Trust Co. 4.48% Reduce -3.0% 92,207 $41.2M
CapWealth Advisors, LLC 5.21% Reduce -9.2% 92,164 $41.2M
Prime Capital Management Co Ltd 5.40% Reduce -49.5% 92,139 $41.2M
Ithaka Group LLC 7.58% Reduce -3.1% 91,843 $41.0M
Fidelis Capital Partners, LLC 5.84% Add +6.1% 102,991 $41.0M
Vicus Capital 3.70% Reduce -1.4% 91,658 $41.0M
Smithfield Trust Co 2.15% Reduce -1.6% 91,714 $41.0M
Ascent Group, LLC 3.33% Add +5.0% 91,602 $40.9M
ProVise Management Group, LLC 3.48% Add +1.0% 91,595 $40.9M
Harbor Investment Advisory, LLC 4.27% Reduce -0.5% 145,279 $40.9M
RDST Capital LLC 10.69% Reduce -3.1% 90,895 $40.6M
GLOBALT Investments LLC / GA 1.62% Reduce -1.7% 90,840 $40.6M
Ironwood Investment Counsel, LLC 7.25% Reduce -1.3% 90,789 $40.6M
Goelzer Investment Management, Inc. 2.27% Reduce -0.9% 90,786 $40.6M
Knollwood Investment Advisory, LLC 4.49% Add +0.5% 90,415 $40.4M
LaFleur & Godfrey LLC 5.93% Reduce -2.1% 90,399 $40.4M
Hunter Associates Investment Management LLC 6.77% Reduce -0.5% 90,098 $40.3M
Sky Investment Group LLC 7.86% Reduce -0.9% 90,025 $40.2M
Clare Market Investments LLC 11.23% Add +2.9% 89,914 $40.2M
American Assets Investment Management, LLC 3.75% No change 89,650 $40.1M
Invictus Private Wealth, LLC 3.36% Add +2.5% 89,650 $40.1M
Silicon Valley Capital Partners 5.51% Add +4.7% 89,626 $40.1M
Greenlea Lane Capital Management, LLC 10.88% No change 89,165 $39.9M
Covington Investment Advisors Inc. 6.38% Reduce -1.9% 88,993 $39.8M
Janney Capital Management LLC 2.80% Reduce -11.1% 88,863 $39.7M
Focus Partners Advisor Solutions, LLC 1.04% Reduce -13.3% 88,762 $39.7M
Culbertson A N & Co. Inc. 6.92% Reduce -2.7% 88,694 $39.6M
Steigerwald, Gordon & Koch Inc. 4.78% Reduce -0.5% 88,439 $39.5M
Mitchell Capital Management Co. 6.96% Add +0.5% 88,399 $39.5M
Allen Operations LLC 7.73% No change 88,383 $39.5M
Waldron Private Wealth LLC 1.77% Reduce -2.6% 88,377 $39.5M
Bank of Nova Scotia Trust Co. 4.41% Reduce -5.2% 88,262 $39.4M
Progressive Investment Management Corp 10.44% Reduce -1.3% 88,133 $39.4M
Quadrant Capital Group LLC 2.92% Add +7.1% 88,103 $39.4M
Cyrus J. Lawrence, LLC 7.97% Add +0.1% 87,785 $39.3M
United Bank 4.88% Reduce -2.9% 87,979 $39.3M
Cullen Investment Group, LTD. 6.26% Reduce -3.0% 87,774 $39.2M
Peachtree Investment Partners, LLC 15.38% Reduce -1.5% 87,749 $39.2M
Laurion Capital Management LP 1.28% Reduce -46.8% 87,700 $39.2M
Pennsylvania Capital Management Inc. 15.14% Add +0.1% 87,658 $39.2M
ExodusPoint Capital Management, LP 0.43% Reduce -47.9% 87,616 $39.2M
Horiko Capital Management LLC 11.12% Add +1.5% 87,210 $39.1M
James Investment Research, Inc. 4.65% Reduce -2.1% 87,353 $39.0M
Barlow Wealth Partners, LLC 5.39% Add +0.8% 90,785 $38.9M
Leavell Investment Management, Inc. 2.15% Add +3.1% 86,985 $38.9M
Wedmont Private Capital 2.44% Add +6.7% 85,591 $38.8M
Schmidt P J Investment Management Inc. 7.09% Add +0.5% 86,832 $38.8M
Chicago Partners Investment Group LLC 1.50% Add +0.2% 91,558 $38.7M
Bar Harbor Wealth Management 2.57% Reduce -1.1% 86,591 $38.7M
Checchi Capital Advisers, LLC 3.06% Add +0.9% 86,567 $38.7M
Avitas Wealth Management LLC 5.66% Reduce -2.0% 86,424 $38.6M
Absher Wealth Management, LLC 5.41% Reduce -3.0% 86,249 $38.5M
Ivy Lane Capital Management, LLC 22.33% No change 86,000 $38.4M
TruWealth Advisors, LLC 2.56% Add +1.9% 85,999 $38.4M
Kennedy Capital Management LLC 0.82% Reduce -3.4% 85,995 $38.4M
Trust Asset Management LLC 3.23% No change 85,929 $38.4M
Graypoint LLC 2.66% Add +2.1% 85,899 $38.4M
HBK Sorce Advisory LLC 1.34% Reduce -0.9% 85,810 $38.4M
Qtron Investments LLC 5.54% Add +1.9% 85,791 $38.3M
Blue Trust, Inc. 0.53% Add +19.1% 91,121 $38.3M
Randolph Co Inc 4.70% Add +0.3% 85,724 $38.3M
Nexus Investment Management ULC 4.02% Reduce -5.5% 85,640 $38.3M
Lake Street Advisors Group, LLC 1.84% Add +0.2% 85,341 $38.1M
1ST Source Bank 2.23% Reduce -1.1% 85,223 $38.1M
Orange Investment Advisors, Inc. 4.93% Add +7.8% 101,344 $38.0M
Johnson Financial Group, Inc. 1.84% Add +83.8% 84,954 $38.0M
Fiduciary Alliance LLC 6.16% Add +7.6% 82,603 $37.9M
GAMMA Investing LLC 5.16% Add +47.5% 84,798 $37.9M
First Fiduciary Investment Counsel, Inc. 8.19% Reduce -1.8% 84,531 $37.8M
Cypress Capital Group 4.52% Reduce -0.9% 84,472 $37.8M
Ameritas Advisory Services, LLC 1.42% Add +2.5% 84,346 $37.7M
Te Ahumairangi Investment Management Ltd 7.22% Reduce -8.7% 84,101 $37.6M
Venturi Wealth Management, LLC 2.22% Add +14.3% 83,721 $37.4M
Waratah Capital Advisors Ltd. 2.27% Reduce -49.4% 83,645 $37.4M
Edge Wealth Management LLC 7.87% Reduce -2.0% 83,590 $37.4M
Griffin Asset Management, Inc. 4.33% Add +1.0% 83,564 $37.3M
Lanark Financial, Inc. 3.40% Add +1.5% 83,506 $37.3M
St Germain D J Co. Inc. 1.81% Reduce -1.8% 83,497 $37.3M
Mark Asset Management LP 4.92% Add +0.3% 83,351 $37.3M
SP Asset Management LLC 3.38% Reduce -0.0% 83,154 $37.2M
Pinnacle Wealth Management Advisory Group, LLC 3.84% Reduce -7.2% 83,138 $37.2M
Rings Capital Management LLC 19.41% No change 83,000 $37.1M
Journey Advisory Group, LLC 4.44% Add +0.5% 82,983 $37.1M
Bridgeway Capital Management, LLC 0.87% Reduce -22.8% 82,871 $37.0M
LS Investment Advisors, LLC 5.78% Add +1.0% 82,804 $37.0M
Two Sigma Securities, LLC 1.76% Reduce -56.5% 82,713 $37.0M
Courier Capital LLC 2.93% Add +0.9% 82,588 $36.9M
One Capital Management, LLC 1.26% Add +30.3% 82,569 $36.9M
Moody National Bank Trust Division 2.87% Add +1.5% 82,514 $36.9M
Caldwell Trust Co 4.08% Add +1.8% 82,412 $36.8M
Gladstone Institutional Advisory LLC 1.91% Reduce -2.3% 81,905 $36.6M
Professional Advisory Services Inc. 4.62% Reduce -0.4% 81,904 $36.6M
Trybe Capital Management LP 11.56% No change 81,657 $36.5M
Northwest Investment Counselors, LLC 9.13% Add +1.1% 81,607 $36.5M
ARS Wealth Advisors Group, LLC 4.73% Reduce -1.1% 81,592 $36.5M
AMG National Trust Bank 0.99% Add +19.0% 81,502 $36.4M
Sumitomo Mitsui Financial Group, Inc. 1.13% Add +8.9% 81,329 $36.4M
Verdence Capital Advisors LLC 3.24% Add +0.6% 81,329 $36.3M
Mengis Capital Management, Inc. 7.40% Reduce -48.8% 81,324 $36.3M
Merriman Wealth Management, LLC 1.59% Reduce -1.6% 81,292 $36.3M
King Wealth Management Group 6.05% Add +0.1% 81,206 $36.3M
Tritonpoint Wealth, LLC 3.49% Add +9.1% 81,164 $36.3M
Rice Partnership, LLC 7.87% Add +2.7% 81,065 $36.2M
Palisade Capital Management, LP 1.11% Add +5.8% 80,963 $36.2M
Jackson Square Partners, LLC 2.20% Reduce -10.1% 80,856 $36.1M
Permanent Capital Management, LP 7.54% — 72,532 $36.1M
South Street Advisors LLC 5.47% Reduce -2.2% 80,699 $36.1M
Pinpoint Asset Management Ltd 5.08% Add +20.4% 80,621 $36.0M
Newbrook Capital Advisors LP 5.29% Add +8.6% 80,544 $36.0M
Rempart Asset Management Inc. 7.09% Reduce -4.9% 80,471 $36.0M
Pine Valley Investments Ltd Liability Co 2.65% Add +4.5% 80,280 $35.9M
Woodmont Investment Counsel LLC 2.93% Reduce -1.5% 80,179 $35.8M
Edge Capital Group, LLC 1.73% Add +1.2% 80,026 $35.8M
Cincinnati Casualty Co. 19.59% No change 80,000 $35.8M
Pennant Investors, LP 9.76% Reduce -28.6% 80,000 $35.8M
Central Securities Corp 3.52% No change 80,000 $35.8M
Oxbow Advisors, LLC 4.32% Reduce -1.7% 79,906 $35.7M
Pacific Global Investment Management Co. 6.78% Reduce -1.9% 79,891 $35.7M
First Nebraska Trust Co 3.67% Reduce -0.5% 79,717 $35.6M
Dash Acquisitions Inc. 9.71% Add +7.8% 80,108 $35.5M
Overbrook Management Corp 8.97% Reduce -1.4% 79,463 $35.5M
International Assets Investment Management, LLC 3.33% Add +7.6% 79,179 $35.4M
Untitled Investments LP 7.89% Reduce -24.7% 79,057 $35.3M
Marco Investment Management LLC 3.26% Add +0.3% 79,051 $35.3M
Jackson Wealth Management, LLC 7.57% Reduce -40.8% 79,001 $35.3M
M. Kraus & Co 10.82% Reduce -1.2% 78,962 $35.3M
First Financial Bank - Trust Division 3.47% Reduce -5.0% 78,818 $35.2M
Hills Bank & Trust Co 2.85% Reduce -2.3% 78,757 $35.2M
Nations Financial Group Inc, /Ia/ 2.87% Add +0.7% 78,699 $35.2M
Montag & Caldwell, LLC 7.10% Reduce -22.1% 78,660 $35.2M
Westchester Capital Management, Inc. 8.88% Reduce -0.4% 78,658 $35.2M
Insigneo Advisory Services, LLC 3.96% Reduce -0.9% 88,870 $35.1M
Bourne Lent Asset Management Inc. 13.46% Reduce -1.1% 78,547 $35.1M
PFG Advisors 2.37% Add +3.1% 78,324 $35.0M
Belpointe Asset Management LLC 2.44% Reduce -0.3% 78,305 $35.0M
Symmetry Investments LP 4.38% Reduce -62.3% 78,205 $35.0M
Tufton Capital Management 6.79% Reduce -0.6% 78,152 $34.9M
Black Point Wealth Management 36.14% — 78,032 $34.9M
Icon Wealth Advisors, LLC 3.10% Add +9.1% 83,319 $34.9M
Lyell Wealth Management, LP 3.32% Add +2.3% 77,694 $34.7M
Ostrum Asset Management 3.03% Reduce -2.1% 77,644 $34.7M
First National Advisers, LLC 6.34% Add +13.2% 77,581 $34.7M
Syon Capital LLC 3.18% Add +3.0% 77,340 $34.6M
Sound View Wealth Advisors Group, LLC 3.56% Reduce -0.2% 77,275 $34.5M
BBR Partners, LLC 2.83% Reduce -8.7% 77,147 $34.5M
Greatmark Investment Partners, Inc. 5.03% Reduce -2.7% 77,111 $34.5M
Cigna Investments Inc. 6.43% Reduce -1.4% 77,047 $34.4M
Nemes Rush Group LLC 4.73% Add +0.3% 77,028 $34.4M
Hoffman, Alan N Investment Management 16.98% Add +0.0% 77,000 $34.4M
Dividend Assets Capital, LLC 7.01% Add +0.7% 76,912 $34.4M
Financial Insights, Inc. 9.55% Add +0.7% 76,879 $34.4M
Abner Herrman & Brock LLC 4.35% Add +0.1% 76,755 $34.3M
Private Trust Co. NA 3.69% Reduce -10.5% 76,723 $34.3M
Cutler Investment Counsel LLC 4.66% Reduce -1.2% 76,688 $34.3M
Galvin, Gaustad & Stein, LLC 3.23% Reduce -4.0% 76,647 $34.3M
Payden & Rygel Investment Group 2.76% Reduce -10.5% 76,530 $34.2M
Payden & Rygel 2.76% Reduce -10.5% 76,530 $34.2M
WMS Partners, LLC 2.19% Reduce -3.1% 76,508 $34.2M
SeaCrest Wealth Management, LLC 3.89% Add +3.5% 76,431 $34.2M
Geneos Wealth Management Inc. 1.51% Add +0.1% 76,324 $34.1M
First Hawaiian Bank 1.15% Reduce -8.7% 76,234 $34.1M
Western Wealth Management, LLC 2.52% Add +4.0% 76,078 $34.0M
MIG Capital, LLC 4.53% No change 76,062 $34.0M
Stratos Investment Management, LLC 2.81% Add +8.3% 75,960 $34.0M
Jasper Ridge Partners, L.P. 1.10% No change 75,938 $33.9M
Arkadios Wealth Advisors 2.29% Add +10.2% 75,870 $33.9M
Angeles Wealth Management, LLC 3.18% Add +6.3% 75,863 $33.9M
Ardmore Road Asset Management LP 5.20% Add +25.8% 75,500 $33.7M
Mirae Asset Securities (usa) Inc. 2.17% — 75,424 $33.7M
Perennial Advisors, LLC 7.56% Reduce -0.6% 75,409 $33.7M
Brasada Capital Management, LP 5.96% Reduce -1.4% 74,078 $33.7M
Wildcat Capital Management, LLC 8.20% No change 75,000 $33.5M
Firetrail Investments PTY Ltd. 10.16% Add +127.0% 74,934 $33.5M
Holocene Advisors, LP 0.14% Reduce -92.8% 74,924 $33.5M
Financial Engines Advisors L.L.C. 0.07% Add +65.4% 74,881 $33.5M
Mechanics Bank Trust Department 4.79% Reduce -0.7% 74,844 $33.5M
Valley Wealth Managers, Inc. 2.66% Reduce -7.0% 74,695 $33.4M
Morningstar Investment Management LLC 3.48% Add +18.4% 74,620 $33.4M
Ibex Wealth Advisors 5.19% Add +18.2% 74,450 $33.3M
Nelson Capital Management, LLC 5.90% Reduce -0.9% 74,438 $33.3M
Svenska Handelsbanken AB (publ) 9.24% New 73,186 $33.2M
Focus Financial Network, Inc. 1.42% Add +1.8% 74,807 $33.2M
GHP Investment Advisors, Inc. 1.65% Reduce -0.7% 74,088 $33.1M
River Wealth Advisors LLC 4.75% Add +1.9% 74,028 $33.1M
Buffington Mohr McNeal 5.80% Add +1.2% 74,016 $33.1M
EDENTREE ASSET MANAGEMENT Ltd 10.48% Add +3.4% 73,998 $33.1M
Anchor Capital Advisors LLC 0.93% Reduce -0.0% 73,875 $33.0M
Intrust Bank NA 3.51% Reduce -0.4% 73,870 $33.0M
GC Wealth Management RIA, LLC 6.51% Add +4.1% 73,772 $33.0M
Fulcrum Capital LLC 7.50% Add +3.3% 73,684 $32.9M
Pettyjohn, Wood & White, Inc. 6.39% Reduce -2.8% 73,617 $32.9M
Monetary Management Group Inc. 8.70% Add +0.1% 73,608 $32.9M
Wintrust Investments LLC 2.67% Add +1.0% 73,504 $32.9M
Sompo Asset Management Co., Ltd. 5.55% Reduce -5.5% 73,471 $32.8M
Onex Canada Asset Management Inc. 3.74% Reduce -0.7% 73,465 $32.8M
Howe & Rusling Inc. 2.99% Add +7.8% 73,328 $32.8M
Fogel Capital Management, Inc. 17.44% Add +0.3% 73,256 $32.7M
Joel Isaacson & Co., LLC 1.72% Add +1.5% 73,156 $32.7M
Covenant Asset Management, LLC 7.32% Reduce -0.4% 72,854 $32.6M
Exchange Capital Management, Inc. 5.30% Reduce -1.9% 72,733 $32.5M
Apella Capital, LLC 1.45% Add +41.3% 70,486 $32.4M
Titan Global Capital Management USA LLC 5.15% Reduce -1.0% 72,368 $32.3M
Cohen Capital Management, Inc. 5.57% Reduce -0.1% 72,311 $32.3M
Walter Public Investments Inc. 6.17% Reduce -0.5% 72,165 $32.3M
Naples Global Advisors, LLC 3.23% Reduce -0.6% 72,082 $32.2M
Blackhill Capital Inc. 2.00% No change 72,050 $32.2M
SlateStone Wealth, LLC 3.49% Reduce -19.3% 71,978 $32.2M
Godsey & Gibb, Inc. 3.32% Reduce -7.5% 71,925 $32.1M
Hutchinson Capital Management 6.57% Add +0.4% 71,919 $32.1M
WCG Wealth Advisors LLC 2.38% Add +6.1% 71,913 $32.1M
RAM Investment Partners, LLC 9.33% Reduce -0.1% 71,903 $32.1M
Cape Cod Five Cents Savings Bank 3.11% Reduce -5.3% 71,862 $32.1M
Hohimer Wealth Management, LLC 7.45% Add +10.5% 72,133 $32.1M
Strategic Wealth Partners, Ltd. 3.35% Add +5.1% 71,764 $32.1M
Brown Shipley& Co Ltd 14.42% Reduce -2.8% 71,687 $32.0M
Buckley Wealth Management, LLC 10.15% Reduce -0.9% 71,661 $32.0M
Strategic Advisors LLC 6.21% Reduce -9.2% 71,622 $32.0M
Rothschild Investment LLC 2.23% Add +6.8% 71,606 $32.0M
Holderness Investments Co. 7.53% Reduce -1.4% 71,438 $31.9M
Arjuna Capital 8.57% Add +1.6% 71,287 $31.9M
Foyston, Gordon & Payne Inc 7.85% Reduce -2.9% 71,229 $31.8M
Community Financial Services Group, LLC 6.83% Add +1.6% 71,000 $31.7M
Teamwork Financial Advisors, LLC 4.69% Reduce -20.5% 70,777 $31.6M
GTS Securities LLC 0.66% Reduce -70.4% 70,750 $31.6M
Csenge Advisory Group 1.79% Add +1.8% 70,691 $31.6M
Deltec Asset Management LLC 6.04% Reduce -0.7% 70,643 $31.6M
JGP Wealth Management, LLC 4.50% Add +0.3% 70,528 $31.5M
JLB & Associates Inc. 4.23% Reduce -1.2% 70,030 $31.3M
Webster Bank, N. A. 3.43% Reduce -0.6% 69,969 $31.3M
Money Concepts Capital Corp. 2.62% Reduce -0.2% 69,880 $31.2M
Claret Asset Management Corp 5.58% Reduce -3.0% 69,845 $31.2M
Pioneer Trust Bank N A 8.41% Reduce -2.0% 69,706 $31.2M
Regal Investment Advisors LLC 2.06% Add +2.0% 69,693 $31.1M
Jaffetilchin Investment Partners, LLC 2.66% Add +1.3% 69,662 $31.1M
Fragasso Financial Advisors Inc 2.57% Reduce -1.2% 69,658 $31.1M
Vision Capital Management, Inc. 4.63% Reduce -0.6% 69,620 $31.1M
Azzad Asset Management Inc. 3.66% Add +1.7% 69,563 $31.1M
Core Alternative Capital 6.22% Reduce -5.0% 69,560 $31.1M
RNC Capital Management LLC 1.72% Add +7.3% 69,494 $31.1M
Paragon Capital Management Ltd 5.69% Add +0.1% 69,385 $31.0M
Varenne Capital Partners 8.73% Add +4.4% 69,105 $30.9M
Edgestream Partners, L.P. 1.49% Add +32.1% 69,029 $30.9M
Forvis Mazars Wealth Advisors, LLC 0.77% Reduce -2.0% 69,002 $30.8M
Bfsg, LLC 3.90% Reduce -1.2% 68,895 $30.8M
Segment Wealth Management, LLC 2.27% Add +1.8% 68,872 $30.8M
Van Strum & Towne Inc. 11.14% Reduce -0.5% 68,682 $30.7M
Wellington Shields & Co., LLC 9.99% Add +1.7% 68,625 $30.7M
Aviso Financial Inc. 1.71% — 68,712 $30.7M
Sfmg, LLC 2.66% Reduce -0.1% 68,547 $30.6M
Centre Asset Management, LLC 7.03% Add +1.4% 68,459 $30.6M
Thompson Investment Management, Inc. 4.73% Reduce -1.2% 68,291 $30.5M
IFP Advisors, Inc 1.21% Add +8.4% 68,196 $30.5M
CHICAGO TRUST Co NA 6.18% Add +2.9% 68,202 $30.5M
Guardian Capital Advisors LP 3.23% Reduce -5.0% 65,124 $30.4M
McRae Capital Management Inc. 6.90% Reduce -1.6% 67,743 $30.3M
Copeland Capital Management, LLC 0.57% Add +3.6% 67,729 $30.3M
CMH Wealth Management LLC 7.45% Add +2.3% 67,724 $30.3M
Schechter Investment Advisors, LLC 2.28% Add +1.1% 67,589 $30.2M
CCM Investment Advisers LLC 3.54% Add +1.0% 67,447 $30.1M
Flagship Harbor Advisors, LLC 1.81% Add +3.0% 67,448 $30.1M
BlueCrest Capital Management Ltd 8.44% Add +11135.3% 67,412 $30.1M
11 Capital Partners LP 12.40% Reduce -0.5% 67,376 $30.1M
CreativeOne Wealth, LLC 1.52% Reduce -13.9% 67,325 $30.1M
Zevin Asset Management LLC 4.87% Reduce -3.7% 67,316 $30.1M
Greenwood Capital Associates LLC 3.95% Reduce -0.7% 67,142 $30.0M
Sand Hill Global Advisors, LLC 1.35% Add +3.1% 66,694 $29.8M
Clear Harbor Asset Management, LLC 2.61% Reduce -0.4% 66,668 $29.8M
Peak Asset Management, LLC 5.83% Reduce -2.2% 66,548 $29.7M
Tamar Securities, LLC 4.83% Reduce -6.2% 66,519 $29.7M
Toth Financial Advisory Corp. 3.77% Reduce -1.7% 66,369 $29.7M
Central Pacific Bank - Trust Division 3.70% Reduce -4.3% 66,317 $29.6M
Borer Denton & Associates, Inc. 10.75% Reduce -0.6% 66,237 $29.6M
Verity & Verity, LLC 3.22% Add +2.6% 66,203 $29.6M
Iyo Bank, Ltd. 10.48% No change 66,077 $29.5M
Leuthold Group, LLC 3.41% Reduce -0.9% 66,053 $29.5M
Premier Fund Managers Ltd 1.18% Add +2.8% 65,194 $29.5M
Bright Rock Capital Management, LLC 6.22% No change 66,000 $29.5M
Somerville Kurt F 4.97% Reduce -1.7% 65,952 $29.5M
Ipswich Investment Management Co., Inc. 6.89% Reduce -1.5% 65,828 $29.4M
Legacy Private Trust Co. 2.09% Add +0.8% 65,777 $29.4M
Perkins Coie Trust Co 6.84% Reduce -2.2% 65,751 $29.4M
Annex Advisory Services, LLC 1.03% Add +3.2% 65,653 $29.3M
Taikang Asset Management (Hong Kong) Co Ltd 4.54% Add +1.7% 65,415 $29.2M
Capital Group Investment Management Pte. LTD. 6.32% Reduce -21.6% 65,409 $29.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7.57% Reduce -2.3% 65,288 $29.2M
Spirepoint Private Client, LLC 4.12% Add +0.8% 65,021 $29.1M
Perseverance Asset Management International 3.81% No change 65,000 $29.1M
Zuckerman Investment Group, LLC 3.35% Add +0.3% 64,911 $29.0M
Avestar Capital, LLC 3.21% Add +12.6% 64,875 $29.0M
Cornerstone Wealth Group, LLC 2.58% Add +4.5% 64,849 $29.0M
Sheaff Brock Investment Advisors, LLC 2.67% Add +5.0% 64,398 $28.8M
Vest Financial, LLC 0.69% Add +17.0% 64,200 $28.7M
Broadleaf Partners, LLC 6.94% Reduce -0.7% 64,191 $28.7M
CX Institutional 1.35% Reduce -0.0% 64,154 $28.7M
Parcion Private Wealth LLC 2.61% Add +9.3% 63,962 $28.6M
Jamison Private Wealth Management, Inc. 4.74% Reduce -1.2% 63,801 $28.5M
Hamilton Capital Partners Inc. 3.05% Add +10.9% 63,661 $28.5M
Princeton Global Asset Management LLC 6.27% Add +5.9% 63,523 $28.4M
Turim 21 Investimentos Ltda. 7.24% No change 63,489 $28.4M
Community Bank, N.A. 3.73% Reduce -0.3% 63,417 $28.3M
Buckingham Capital Management, Inc. 3.38% Reduce -1.2% 63,281 $28.3M
Aragon Global Management, LP 12.06% No change 63,237 $28.3M
Augustine Asset Management Inc. 10.91% Add +0.0% 63,236 $28.3M
Harbour Investments, Inc. 0.95% Add +2.5% 63,094 $28.2M
Polymer Capital Management (HK) LTD 5.71% Add +1.8% 62,980 $28.1M
Virtu Financial LLC 1.96% Add +322.7% 62,879 $28.1M
First Western Trust Bank 1.34% Reduce -9.3% 62,847 $28.1M
Alta Park Capital, LP 3.68% Reduce -36.8% 62,802 $28.1M
Wedgewood Partners Inc. 5.73% Reduce -2.3% 68,970 $28.1M
Bridgewater Advisors Inc. 3.47% Add +154.2% 67,036 $28.1M
Hayek Kallen Investment Management 10.45% Reduce -0.8% 62,735 $28.0M
EFG Asset Management (Americas) Corp. 5.49% Add +42.4% 62,715 $28.0M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 10.46% Add +17.2% 62,702 $28.0M
Good Life Advisors, LLC 2.31% Add +0.9% 62,618 $28.0M
Canal Insurance CO 7.39% No change 62,500 $27.9M
Mitchell Sinkler & Starr 7.16% Reduce -5.1% 63,298 $27.9M
SageView Advisory Group, LLC 1.74% New 62,350 $27.9M
XML Financial, LLC 2.80% Reduce -4.8% 62,349 $27.9M
Chemung Canal Trust Co. 5.39% Reduce -4.1% 62,343 $27.9M
DT Investment Partners, LLC 2.46% Add +2.8% 62,108 $27.8M
1834 Investment Advisors Co. 3.34% Reduce -3.2% 62,088 $27.8M
Hodges Capital Management Inc. 1.86% Reduce -2.2% 62,084 $27.7M
Stone Summit Wealth LLC 9.94% Reduce -0.0% 62,055 $27.7M
Lathrop Investment Management Co. 5.42% Reduce -8.3% 62,045 $27.7M
Ashburton (Jersey) Ltd 11.68% — 60,537 $27.6M
Arthur M. Cohen & Associates, LLC 5.07% Add +1.6% 61,812 $27.6M
Allied Investment Advisors, LLC 6.46% Add +0.1% 61,559 $27.5M
Altrafin AG 10.13% Add +2.6% 61,363 $27.4M
Stratos Wealth Advisors, LLC 1.36% Reduce -4.1% 61,357 $27.4M
Cassaday & Co Wealth Management LLC 0.86% Add +1.5% 61,300 $27.4M
AdvisorNet Financial, Inc 2.49% Reduce -0.2% 61,230 $27.4M
Arcadia Investment Management Corp. 4.67% Add +0.1% 61,227 $27.4M
Motco 1.61% Add +0.3% 61,156 $27.3M
Dumont & Blake Investment Advisors LLC 3.87% Add +100.5% 61,104 $27.3M
Zions Bancorporation, N.A. 2.18% Reduce -9.5% 60,989 $27.3M
Mattern Wealth Management LLC 6.55% Reduce -1.9% 60,964 $27.2M
Criteria Caixa, S.A.U. 3.63% Reduce -26.0% 60,848 $27.2M
Bogart Wealth, LLC 1.38% Reduce -4.3% 60,836 $27.2M
Lindbrook Capital, LLC 2.55% Add +6.4% 60,818 $27.2M
GPS Wealth Strategies Group, LLC 4.08% Add +1.7% 60,768 $27.2M
Field & Main Bank 10.15% Add +0.5% 60,651 $27.1M
Cornerstone Wealth Management, LLC 2.08% Add +0.8% 60,616 $27.1M
Global X Japan Co., Ltd. 3.84% Add +44.4% 60,603 $27.1M
Applied Finance Capital Management, LLC 1.25% Add +6639.7% 60,590 $27.1M
Supplemental Annuity Collective Trust of NJ 8.31% No change 60,500 $27.0M
Valmark Advisers, Inc. 0.46% Add +3.9% 60,455 $27.0M
Kovack Advisors, Inc. 2.97% Reduce -8.2% 60,454 $27.0M
LSV Asset Management 0.06% No change 60,400 $27.0M
Orbis Allan Gray Ltd 0.17% Add +5.3% 60,395 $27.0M
Centaurus Financial, Inc. 1.80% Add +40.3% 60,347 $27.0M
Laurel Wealth Advisors LLC 4.72% Reduce -2.3% 60,336 $27.0M
Alley Investment Management Company, LLC 3.68% Reduce -3.5% 60,206 $26.9M
Compound Planning, Inc. 1.99% Add +21.8% 60,201 $26.9M
GeoWealth Management, LLC 1.17% Add +17.1% 60,151 $26.9M
Benin Management CORP 8.16% Add +18.2% 60,090 $26.9M
Middleton & Co. Inc. 3.12% Reduce -4.7% 60,076 $26.9M
RPG Investment Advisory, LLC 3.96% Reduce -0.8% 60,024 $26.8M
Madrona Financial Services, LLC 8.24% Add +22.8% 60,019 $26.8M
Court Place Advisors, LLC 8.42% Add +1.4% 60,016 $26.8M
Cincinnati Specialty Underwriters Insurance CO 8.06% No change 60,000 $26.8M
WoodTrust Financial Corp 4.17% Reduce -1.0% 59,988 $26.8M
Conning Inc. 1.00% Add +0.2% 59,728 $26.7M
Mirabaud & Cie SA 9.04% Add +1.5% 59,727 $26.7M
NFJ Investment Group, LLC 0.82% Reduce -3.1% 59,618 $26.6M
Salomon & Ludwin, LLC 2.97% Reduce -16.2% 59,600 $26.6M
Harvey Capital Management Inc. 6.99% Reduce -1.9% 59,485 $26.6M
Confluence Wealth Services, Inc. 2.12% Add +7.9% 59,484 $26.6M
Knuff & Co LLC 8.62% Reduce -0.4% 59,456 $26.6M
L & S Advisors Inc 3.41% Add +22.9% 59,381 $26.5M
Oxford Financial Group, LTD. LLC 1.74% Add +237.7% 59,171 $26.4M
Harbour Investment Management LLC 12.20% Reduce -0.0% 59,075 $26.4M
Relative Value Partners Group, LLC 3.43% Add +190.1% 59,032 $26.4M
Lake Street Private Wealth, LLC 3.43% Add +2.9% 59,032 $26.4M
Glen Eagle Advisors, LLC 4.83% Reduce -0.5% 59,010 $26.4M
K.J. Harrison & Partners Inc 4.34% Add +2.8% 58,972 $26.4M
Foster & Motley Inc. 1.81% Reduce -1.6% 58,931 $26.3M
Valley National Advisers Inc. 3.89% Reduce -1.7% 58,719 $26.2M
TrinityPoint Wealth, LLC 4.10% Add +0.1% 58,664 $26.2M
Alight Capital Management LP 6.49% Add +17.3% 58,643 $26.2M
New Hampshire Trust 5.97% Reduce -0.3% 58,596 $26.2M
Allen Mooney & Barnes Investment Advisors LLC 4.68% Add +302.0% 58,585 $26.2M
L1 Capital International Pty Ltd 10.46% Add +8.9% 57,224 $26.1M
Hall Laurie J Trustee 9.10% Reduce -2.4% 58,459 $26.1M
Columbus Hill Capital Management, L.P. 5.63% No change 58,423 $26.1M
Missouri Trust & Investment Co 9.83% Add +0.5% 58,359 $26.1M
Kozak & Associates, Inc. 6.43% Add +1.4% 56,510 $26.0M
City Holding Co. 3.85% Add +1.1% 58,215 $26.0M
Nicola Wealth Management LTD. 2.32% No change 58,160 $26.0M
Trifecta Capital Advisors, LLC 5.75% Add +4.0% 58,081 $26.0M
EULAV Asset Management 0.70% Reduce -0.9% 58,032 $25.9M
Balboa Wealth Partners 6.86% Add +3.3% 57,935 $25.9M
Villere St Denis J & Co. LLC 2.23% Reduce -1.0% 57,723 $25.8M
St. Clair Advisors, LLC 8.23% Reduce -2.7% 57,681 $25.8M
Zhang Financial LLC 1.80% Add +0.6% 57,674 $25.8M
Capital Planning LLC 7.71% Add +5.9% 57,605 $25.7M
Arrow Financial Corp 2.51% Reduce -2.5% 57,563 $25.7M
Y.D. More Investments Ltd 2.62% Reduce -9.1% 57,542 $25.7M
Bellecapital International Ltd. 5.53% Reduce -0.2% 57,516 $25.7M
Proficio Capital Partners LLC 2.70% Add +0.0% 57,513 $25.7M
Yelin Lapidot Holdings Management Ltd. 4.51% Reduce -9.5% 57,305 $25.6M
Claar Advisors LLC 8.21% Reduce -4.0% 57,182 $25.6M
Avior Wealth Management, LLC 1.09% Reduce -11.4% 56,967 $25.5M
RKL Wealth Management LLC 2.45% Reduce -1.2% 56,925 $25.4M
Cheviot Value Management, LLC 4.95% Reduce -1.5% 56,616 $25.3M
Strategic Blueprint, LLC 1.72% Add +0.1% 56,580 $25.3M
D L Carlson Investment Group Inc. 4.88% Reduce -1.9% 56,541 $25.3M
Concourse Financial Group Securities, Inc. 1.58% Add +2.7% 56,529 $25.3M
Pavion Blue Capital, LLC 12.43% Reduce -0.6% 56,473 $25.2M
Hendershot Investments Inc. 3.62% Add +0.3% 56,413 $25.2M
Hillman Co. 12.06% Reduce -29.2% 56,289 $25.2M
Farmers Trust Co. 5.10% Reduce -2.8% 56,203 $25.1M
Princeton Capital Management LLC 8.18% Add +0.2% 56,167 $25.1M
Cozad Asset Management Inc. 2.50% Add +0.9% 56,080 $25.1M
Two Point Capital Management, Inc. 10.07% Add +0.2% 55,964 $25.0M
Baker Ellis Asset Management LLC 3.77% Add +4.4% 55,964 $25.0M
Westwind Capital 6.18% Reduce -71.0% 16,268 $24.9M
AMS Capital Ltda 5.19% Reduce -11.0% 55,573 $24.8M
Bordeaux Wealth Advisors LLC 4.74% Add +70.4% 55,412 $24.8M
Atlas Capital Advisors Inc. 3.23% Add +267.1% 55,400 $24.8M
Camden National Bank 3.82% Add +15.4% 55,395 $24.8M
Symmetry Partners, LLC 1.27% Reduce -6.1% 55,306 $24.7M
Certuity, LLC 1.97% Add +22.1% 55,282 $24.7M
Hamilton Point Investment Advisors, LLC 4.80% Add +1.2% 55,277 $24.7M
Lighthouse Investment Partners, LLC 1.38% Add +6.9% 55,261 $24.7M
Anabranch Capital Management, LP 14.70% Add +13.9% 55,227 $24.7M
Avanda Investment Management Pte. Ltd. 3.72% Reduce -23.4% 55,020 $24.6M
Cypress Asset Management Inc. 6.33% Reduce -0.1% 53,558 $24.6M
Miramar Capital, LLC 6.14% Reduce -1.7% 54,952 $24.6M
Haverford Financial Services, Inc. 7.36% Reduce -0.1% 54,942 $24.6M
World Investment Advisors 1.53% Add +265.2% 54,863 $24.5M
Scholtz & Company, LLC 10.46% Reduce -0.6% 54,841 $24.5M
PFC Capital Group, Inc. 12.26% Reduce -0.0% 54,814 $24.5M
Stokes Family Office, LLC 2.87% Add +1.7% 54,733 $24.5M
Diligent Investors, LLC 6.06% Add +0.3% 54,683 $24.4M
Leonteq Securities AG 3.39% Add +29.5% 54,667 $24.4M
Independent Investors Inc. 5.36% No change 54,628 $24.4M
Valicenti Advisory Services Inc. 6.55% Add +5.9% 54,555 $24.4M
Beach Investment Counsel Inc. 3.00% Reduce -21.1% 54,473 $24.3M
Marietta Investment Partners LLC 5.35% Reduce -1.1% 54,466 $24.3M
Investment Advisory Services Inc. /TX 8.91% Reduce -4.2% 54,419 $24.3M
Trinity Street Asset Management LLP 2.15% Add +1.2% 54,397 $24.3M
Colonial Trust Co / SC 4.28% Add +1.9% 54,354 $24.3M
Alpha Omega Wealth Management LLC 4.63% Reduce -0.7% 54,240 $24.2M
Mirova 4.43% Reduce -0.3% 54,236 $24.2M
Nicollet Investment Management, Inc. 9.04% Reduce -0.7% 54,192 $24.2M
Hendley & Co. Inc. 8.68% Add +3.5% 54,122 $24.2M
Generali Powszechne Towarzystwo Emerytalne 8.41% No change 54,118 $24.2M
Capital Asset Advisory Services LLC 1.31% Add +1.3% 52,594 $24.2M
Jackson Square Capital, LLC 5.95% Add +0.3% 54,068 $24.2M
NTV Asset Management LLC 3.46% Add +0.2% 54,048 $24.2M
Campbell Capital Management Inc. 10.36% Add +0.5% 53,956 $24.1M
Greenwich Wealth Management LLC 1.76% Reduce -0.2% 53,883 $24.1M
Sepio Capital, LP 2.21% Reduce -3.7% 53,825 $24.1M
Cooper Creek Partners Management LLC 0.88% Add +6.3% 53,783 $24.0M
Wright Investors Service Inc. 6.33% Reduce -10.6% 53,746 $24.0M
Weik Capital Management 10.27% Reduce -2.3% 53,709 $24.0M
Clarity Financial LLC 3.61% Add +1.7% 53,678 $24.0M
Adalta Capital Management LLC 13.03% Reduce -0.3% 53,609 $24.0M
Summit Global Investments 1.72% Add +6.9% 53,597 $24.0M
Renaissance Investment Group LLC 5.21% Reduce -0.6% 52,126 $24.0M
WESPAC Advisors SoCal, LLC 6.01% Reduce -1.8% 53,546 $23.9M
Aaron Wealth Advisors LLC 3.32% Add +2.4% 53,493 $23.9M
Meridian Wealth Advisors, LLC 4.26% Add +0.7% 53,462 $23.9M
Baker Chad R 4.99% No change 53,435 $23.9M
Smithbridge Asset Management Inc. 4.96% Reduce -4.7% 53,399 $23.9M
Grand Jean Capital Management Inc. 5.94% Reduce -0.1% 53,363 $23.9M
Hamilton Wealth, LLC 6.40% Reduce -2.3% 53,326 $23.8M
Legacy Advisors, LLC 2.90% Add +3.5% 53,310 $23.8M
HWG Holdings LP 8.73% — 53,281 $23.8M
Spectrum Wealth Counsel, LLC 3.01% Reduce -3.6% 53,246 $23.8M
West Branch Capital LLC 8.83% Reduce -0.9% 53,175 $23.8M
Cadinha & Co. LLC 4.38% Add +0.7% 52,889 $23.6M
Broderick Brian C 4.82% Add +0.8% 52,808 $23.6M
Claro Advisors Inc. 3.69% Add +6.6% 52,749 $23.6M
Premier Path Wealth Partners, LLC 4.02% Add +3.7% 52,735 $23.6M
Berger Financial Group, Inc 1.88% Add +1.5% 52,703 $23.6M
Moloney Securities Asset Management, LLC 3.43% Add +2.6% 52,673 $23.5M
Sigma Investment Counselors Inc. 1.47% Reduce -0.4% 52,604 $23.5M
Headinvest, LLC 4.62% Reduce -1.9% 52,527 $23.5M
Bourgeon Capital Management LLC 4.60% Add +1.2% 52,516 $23.5M
HTLF Bank 2.67% Reduce -3.4% 52,492 $23.5M
Family Manage LLC 4.16% Add +7.0% 52,480 $23.5M
Whalerock Point Partners, LLC 6.27% Add +0.4% 52,456 $23.4M
Elk River Wealth Management LLC 4.58% Add +0.5% 52,356 $23.4M
Heirloom Wealth Management 7.58% Reduce -0.5% 52,340 $23.4M
Avantax Planning Partners, Inc. 0.75% Reduce -9.8% 52,334 $23.4M
R.H. Dinel Investment Counsel, Inc. 14.91% No change 52,125 $23.3M
West Coast Financial LLC 2.76% Reduce -0.0% 52,107 $23.3M
Goldstream Capital Management Ltd 11.07% Add +7.6% 52,009 $23.2M
Tenere Capital LLC 6.90% Add +44.7% 52,001 $23.2M
Boyd Watterson Asset Management LLC 6.71% Add +2.4% 51,978 $23.2M
SevenBridge Financial Group, LLC 5.13% Add +0.2% 58,089 $23.2M
Capital Investment Counsel, Inc 3.48% Add +0.5% 51,728 $23.1M
GM Advisory Group, LLC 1.49% Reduce -1.8% 51,727 $23.1M
WT Asset Management Ltd 2.27% Reduce -75.0% 51,700 $23.1M
Cardinal Capital Management 3.89% Reduce -0.8% 51,657 $23.1M
Rockline Wealth Management, LLC 7.11% Add +8.3% 51,489 $23.0M
Mark Sheptoff Financial Planning, LLC 12.84% Reduce -1.8% 51,409 $23.0M
Farley Capital L.P. 20.47% Reduce -0.3% 51,342 $22.9M
Rowlandmiller & Partners.adv 4.99% Add +0.4% 51,153 $22.9M
Red Door Wealth Management, LLC 4.03% Add +2.8% 51,119 $22.8M
Trivium Point Advisory, LLC 3.40% Add +26.7% 51,111 $22.8M
Monarch Capital Management Inc. 6.68% Reduce -1.0% 50,888 $22.7M
Institute for Wealth Management, LLC. 3.05% Add +11.1% 50,886 $22.7M
EverSource Wealth Advisors, LLC 1.51% Add +6.8% 54,258 $22.7M
Value Partners Investments Inc. 1.97% Add +1.9% 50,742 $22.7M
Asset Dedication, LLC 1.57% Add +6.3% 50,728 $22.7M
Lincoln Capital Corp. 9.73% Reduce -6.4% 50,691 $22.7M
Sage Mountain Advisors LLC 2.09% Add +13.4% 50,491 $22.6M
Northstar Asset Management Inc. 5.76% Add +2.0% 50,471 $22.6M
Phraction Management LLC 9.01% Reduce -0.1% 50,376 $22.5M
Condor Capital Management 2.15% Reduce -0.8% 50,258 $22.5M
Motley Fool Wealth Management, LLC 1.14% Add +1.2% 49,758 $22.4M
Wayfinding Financial, LLC 12.62% Reduce -0.6% 50,170 $22.4M
Farmers National Bank 6.75% Reduce -1.9% 50,144 $22.4M
American Money Management, LLC 4.78% Reduce -7.2% 50,080 $22.4M
Plimoth Trust Co. LLC 5.97% Reduce -5.0% 50,059 $22.4M
Koshinski Asset Management, Inc. 2.07% Add +26.8% 48,638 $22.4M
RBF Capital, LLC 1.30% No change 50,000 $22.3M
Davidson Kempner Capital Management LP 0.52% No change 50,000 $22.3M
Analyst IMS Investment Management Services Ltd. 0.92% Add +11.9% 49,961 $22.3M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 12.71% Add +1.9% 49,914 $22.3M
GFS Advisors, LLC 3.59% Reduce -99.7% 140 $22.3M
Cooper Financial Group 3.28% Add +1.0% 49,890 $22.3M
Hartford Financial Management Inc. 4.78% Reduce -1.4% 49,856 $22.3M
RFG Advisory, LLC 0.73% Add +4.5% 49,811 $22.3M
Vantage Wealth 5.13% Reduce -2.6% 49,797 $22.3M
CFM Wealth Partners LLC 4.09% Add +2.8% 49,777 $22.2M
PARUS FINANCE (UK) Ltd 6.43% Add +4.0% 49,770 $22.2M
Crewe Advisors LLC 2.49% Reduce -1.8% 49,696 $22.2M
Consilio Wealth Advisors, LLC 9.96% Add +3.0% 49,679 $22.2M
Oribel Capital Management, LP 3.01% Reduce -59.8% 49,600 $22.2M
Asset Planning Services Inc. /La/ 11.68% Reduce -1.8% 49,515 $22.1M
Rosenblum Silverman Sutton S F Inc. 5.92% Reduce -0.5% 49,444 $22.1M
McGuire Investment Group, LLC 3.17% Add +0.4% 49,415 $22.1M
LMR Partners LLP 0.61% Reduce -80.3% 49,374 $22.1M
Simon Quick Advisors, LLC 1.55% Add +6.1% 49,248 $22.0M
Stockman Wealth Management, Inc. 3.84% Add +0.6% 49,081 $21.9M
Rench Wealth Management, Inc. 7.86% Reduce -1.0% 49,040 $21.9M
Forum Financial Management, LP 0.40% Add +2.2% 49,026 $21.9M
Skyline Advisors, Inc. 9.52% Reduce -0.8% 48,975 $21.9M
Scott & Selber, Inc. 6.95% Add +1.5% 48,772 $21.8M
Hound Partners, LLC 4.37% Reduce -11.3% 48,756 $21.8M
NBW Capital LLC 4.29% Add +0.7% 48,708 $21.8M
Embree Financial Group 4.18% Add +0.8% 48,588 $21.7M
Verde Servicos Internacionais S.A. 10.25% Add +22.4% 48,509 $21.7M
R.m.sincerbeaux Capital Management LLC 14.23% Reduce -7.3% 48,476 $21.7M
Makena Capital Management LLC 5.01% Reduce -7.0% 48,420 $21.6M
Traynor Capital Management, Inc. 1.83% Add +9.6% 48,418 $21.6M
Formidable Asset Management, LLC 3.50% Add +2.1% 48,409 $21.6M
Connecticut Wealth Management, LLC 1.12% Add +1.3% 48,378 $21.6M
Marcum Wealth, LLC 2.17% Add +2.4% 48,368 $21.6M
Element Capital Management LLC 1.68% Add +264.9% 48,321 $21.6M
Canvas Wealth Advisors, LLC 6.68% Reduce -1.2% 51,063 $21.6M
Armistice Capital, LLC 0.56% Reduce -2.9% 48,258 $21.6M
Stonebridge Capital Management Inc. 9.20% Reduce -0.1% 48,237 $21.6M
Liberty One Investment Management, LLC 2.43% Reduce -21.1% 48,201 $21.5M
Elevatus Welath Management 8.05% Reduce -9.3% 48,141 $21.5M
Pure Financial Advisors, LLC 0.60% Add +2.0% 48,098 $21.5M
Vista Equity Partners Management, LLC 0.57% Reduce -1.4% 48,046 $21.5M
Duncker Streett & Co. Inc. 4.13% Add +0.5% 48,044 $21.5M
Boyar Asset Management Inc. 14.72% Reduce -1.4% 48,004 $21.5M
Oakworth Capital, Inc. 1.57% Add +1.6% 47,998 $21.5M
Burke & Herbert Bank & Trust Co. 5.21% Add +135.4% 47,910 $21.4M
Parkside Financial Bank & Trust 3.36% Add +0.4% 47,829 $21.4M
First Interstate Bank 1.42% Reduce -1.3% 47,718 $21.3M
Clearstead Trust, LLC 5.30% Reduce -3.8% 47,646 $21.3M
Capital City Trust Co. 5.78% Reduce -0.6% 47,635 $21.3M
SYSTM Wealth Solutions LLC 4.75% Reduce -25.5% 47,626 $21.3M
RMR Wealth Builders 2.44% Add +0.4% 47,565 $21.3M
Wells Trecaso Financial Group, LLC 7.35% Reduce -0.7% 47,548 $21.3M
Miller Wealth Advisors, LLC 11.48% Reduce -0.5% 47,472 $21.2M
Solidarity Wealth, LLC 6.44% Add +1.3% 47,446 $21.2M
Biondo Investment Advisors, LLC 3.14% Add +0.4% 47,435 $21.2M
Little House Capital LLC 6.62% Add +4.9% 47,346 $21.2M
Morse Asset Management, Inc 5.20% Add +5.5% 47,343 $21.2M
Capital Planning Advisors, LLC 3.61% Reduce -2.2% 47,242 $21.1M
Keystone Financial Group 7.66% Reduce -0.4% 47,216 $21.1M
McDonald Partners LLC 5.65% Add +0.2% 47,170 $21.1M
Maxi Investments CY Ltd 4.73% Add +125.7% 47,106 $21.1M
Inscription Capital, LLC 3.39% Reduce -2.5% 47,076 $21.0M
Mirabaud Asset Management Ltd 9.68% Reduce -9.5% 47,048 $21.0M
HCR Wealth Advisors 3.00% Add +1.7% 46,990 $21.0M
Rehmann Capital Advisory Group 1.50% Reduce -2.8% 46,955 $21.0M
Napean Trading & Investment Co (Singapore) PTE Ltd 4.99% No change 46,913 $21.0M
Sargent Investment Group, LLC 4.28% Reduce -2.8% 46,899 $21.0M
Twin Tree Management, LP 0.62% Reduce -41.4% 46,849 $20.9M
GPM Growth Investors, Inc. 8.90% — 46,839 $20.9M
Rothschild Capital Partners, LLC 5.97% Reduce -0.0% 46,764 $20.9M
Cowen and Company, LLC 0.58% Add +836.5% 46,617 $20.8M
Silverlake Wealth Management LLC 8.54% Add +15.4% 46,568 $20.8M
Texas Yale Capital Corp. 0.99% Add +0.8% 46,538 $20.8M
Archford Capital Strategies, LLC 3.37% Add +1.9% 46,526 $20.8M
Nicolet Advisory Services, LLC 1.99% Add +4.9% 44,514 $20.8M
Walden Wealth Partners LLC 11.58% Reduce -1.2% 46,425 $20.7M
Allred Capital Management, LLC 7.95% Reduce -0.6% 46,396 $20.7M
MSA Advisors, LLC 5.94% Add +0.7% 46,390 $20.7M
Montecito Bank & Trust 4.22% Add +0.0% 46,343 $20.7M
Elevation Point Wealth Partners, LLC 1.64% Reduce -1.2% 46,189 $20.6M
Hilltop National Bank 6.64% Add +0.7% 46,172 $20.6M
Hoertkorn Richard Charles 8.98% Reduce -4.2% 46,124 $20.6M
Westbourne Investment Advisors, Inc. 7.46% Reduce -0.9% 46,051 $20.6M
Brady Family Wealth, LLC 6.63% Add +1.0% 45,994 $20.6M
Community Bank & Trust, Waco, Texas 5.14% Reduce -0.1% 45,991 $20.6M
Hedeker Wealth, LLC 5.95% Reduce -0.8% 45,943 $20.5M
Paragon Capital Management LLC 11.08% Reduce -1.3% 45,940 $20.5M
Decatur Capital Management, Inc. 9.93% Add +0.0% 45,799 $20.5M
STF Management LP 8.62% Reduce -4.8% 45,768 $20.5M
Jacobi Capital Management LLC 1.78% Reduce -0.3% 45,754 $20.4M
Aspiriant, LLC 0.83% Reduce -6.7% 45,745 $20.4M
Heron Bay Capital Management 4.35% Reduce -0.2% 45,739 $20.4M
Norden Group LLC 4.11% Reduce -0.6% 45,479 $20.3M
Beverly Hills Private Wealth, LLC 4.44% Reduce -1.2% 45,453 $20.3M
Deroy & Devereaux Private Investment Counsel Inc. 1.25% Reduce -1.5% 45,341 $20.3M
Live Oak Private Wealth LLC 3.48% Reduce -1.2% 45,293 $20.2M
Stansberry Asset Management, LLC 2.82% Add +3.5% 45,264 $20.2M
Foster Victor Wealth Advisors, LLC 1.69% Add +3.1% 44,998 $20.2M
Baugh & Associates, LLC 10.49% Reduce -2.9% 43,935 $20.2M
Smartleaf Asset Management LLC 3.31% Add +26.0% 44,576 $20.2M
NatWest Group plc 6.90% Reduce -23.4% 45,139 $20.2M
Strategic Global Advisors, LLC 4.22% Add +0.9% 45,121 $20.2M
McCollum Christoferson Group LLC 6.00% Reduce -3.4% 45,105 $20.2M
Ascent Wealth Partners, LLC 2.95% Reduce -0.7% 45,037 $20.1M
RWQ Financial Management Services, Inc. 7.29% Add +33.0% 45,027 $20.1M
9258 Wealth Management, LLC 3.10% Reduce -0.6% 45,002 $20.1M
J. W. Coons Advisors, LLC 3.76% Add +1.1% 44,998 $20.1M
Geller Advisors LLC 1.49% Add +0.5% 44,993 $20.1M
Trust Point Inc. 1.61% Reduce -4.9% 44,950 $20.1M
Lawson Kroeker Investment Management Inc. 3.88% Reduce -0.4% 44,897 $20.1M
Aspire Capital Advisors LLC 6.56% Add +1.9% 44,894 $20.1M
B.O.S.S. Retirement Advisors, LLC 5.13% Add +10.9% 44,878 $20.1M
Bison Wealth, LLC 3.26% No change 47,650 $20.0M
Canal Capital Management, LLC 3.42% Reduce -1.2% 44,799 $20.0M
Gryphon Financial Partners LLC 3.00% Add +2.8% 44,796 $20.0M
Thames Capital Management LLC 7.81% No change 44,612 $19.9M
Naviter Wealth, LLC 2.97% Add +8.2% 44,584 $19.9M
J.P. Marvel Investment Advisors, LLC 3.26% Reduce -0.2% 44,440 $19.9M
Rodgers Brothers Inc. 2.69% Reduce -0.1% 44,433 $19.9M
Lattice Capital Management, LLC 15.67% No change 44,408 $19.8M
McKinley Carter Wealth Services, Inc. 1.26% Reduce -0.3% 44,383 $19.8M
Cordatus Wealth Management LLC 7.43% New 44,311 $19.8M
Wills Financial Group, Inc. 9.10% Reduce -0.4% 44,207 $19.8M
Portside Wealth Group, LLC 3.77% Reduce -4.3% 44,197 $19.8M
Security National Bank 2.86% Reduce -0.6% 44,130 $19.7M
Alpine Woods Capital Investors, LLC 3.04% Add +15.3% 44,050 $19.7M
Quantum Private Wealth, LLC 6.98% Add +0.7% 44,032 $19.7M
Krilogy Financial LLC 1.45% Reduce -3.5% 43,968 $19.7M
Patten Group, Inc. 4.63% Reduce -0.1% 43,918 $19.6M
Schaper Benz & Wise Investment Counsel Inc. 1.70% Add +1.1% 43,857 $19.6M
Beacon Bank & Trust 4.92% Reduce -5.1% 43,801 $19.6M
SeaBridge Investment Advisors LLC 5.07% Add +3.7% 43,743 $19.6M
Nkcfo LLC 10.65% No change 43,675 $19.5M
TRUE Private Wealth Advisors 2.20% Reduce -0.5% 43,535 $19.5M
FACT Capital, LP 6.92% Reduce -7.1% 43,415 $19.4M
Physicians Financial Services, Inc. 6.31% Add +1.4% 43,406 $19.4M
StoneX Group Inc. 1.55% Add +25.0% 43,320 $19.4M
Isthmus Partners, LLC 2.28% Reduce -2.5% 43,303 $19.4M
Symphony Financial, Ltd. Co. 3.53% Add +20.0% 42,667 $19.3M
Mayflower Financial Advisors, LLC 3.18% Reduce -1.5% 43,262 $19.3M
Strategy Asset Managers LLC 4.29% Add +4.9% 56,730 $19.3M
Next Century Growth Investors LLC 1.60% Reduce -0.3% 43,082 $19.3M
Legacy Wealth Management, LLC / MS 8.11% Reduce -0.3% 42,962 $19.2M
Pinnacle Wealth Planning Services, Inc. 2.74% Reduce -0.7% 42,960 $19.2M
Winch Advisory Services, LLC 5.49% Reduce -1.0% 42,955 $19.2M
Marietta Wealth Management, LLC 2.99% Reduce -1.1% 42,902 $19.2M
Keel Point, LLC 1.73% Add +0.7% 46,157 $19.1M
Vestmark Advisory Solutions, Inc. 0.80% Reduce -0.9% 42,740 $19.1M
Whitener Capital Management, Inc. 5.78% Add +5.2% 42,682 $19.1M
Harbor Capital Advisors, Inc. 1.45% Reduce -15.6% 42,678 $19.1M
Boston Research & Management Inc. 4.82% Reduce -1.9% 42,652 $19.1M
Brooklyn Investment Group 8.19% No change 44,884 $19.0M
JCIC Asset Management Inc. 7.84% Reduce -1.5% 42,618 $19.0M
M. Kulyk & Associates, LLC 4.42% Add +4.3% 42,617 $19.0M
Sirios Capital Management L P 3.31% Reduce -1.3% 42,520 $19.0M
Iowa State Bank 4.20% Reduce -0.7% 42,508 $19.0M
Benjamin Edwards Inc. 3.65% Add +2.6% 42,471 $19.0M
First National Bank & Trust Co. of Newtown 3.84% Reduce -0.8% 42,305 $18.9M
Strategic Wealth Investment Group, LLC 2.39% — 41,359 $18.9M
Heritage Wealth Management, Inc. 6.33% — 40,376 $18.9M
Hotchkis & Wiley Capital Management LLC 0.07% Reduce -90.1% 42,201 $18.9M
Eubel Brady & Suttman Asset Management Inc. 3.03% Reduce -26.5% 42,191 $18.9M
Harbor Island Capital LLC 8.10% Reduce -0.5% 42,086 $18.8M
Northwest Bancshares, Inc. 3.20% Reduce -5.7% 42,078 $18.8M
Roberts Glore & Co. Inc. 5.67% Reduce -1.0% 42,069 $18.8M
Sage Capital Advisors,llc 5.39% Add +0.2% 41,961 $18.8M
Soditic Asset Management LLP 21.72% No change 41,936 $18.7M
SOA Wealth Advisors, LLC. 3.76% Reduce -0.5% 41,854 $18.7M
Portfolio Design Labs, LLC 5.76% Add +6.5% 41,738 $18.7M
BIT Capital GmbH 1.69% Add +607.6% 41,655 $18.6M
Benedict Financial Advisors Inc. 4.72% Reduce -4.0% 41,643 $18.6M
Fox Hill Wealth Management 11.39% Add +1.5% 41,637 $18.6M
GDS Wealth Management 2.04% Add +17.2% 41,539 $18.6M
Cooper Investors PTY Ltd. 2.81% No change 41,397 $18.5M
Keebeck Wealth Management 2.71% Reduce -1.4% 41,360 $18.5M
Trustmark Bank Trust Department 1.48% Add +1.7% 41,297 $18.5M
Legacy Trust 4.59% Reduce -3.9% 41,283 $18.5M
Lincoln Capital LLC 4.12% Reduce -1.2% 41,269 $18.4M
Manhattan West Asset Management, LLC 4.98% Reduce -12.7% 41,254 $18.4M
Wealth Alliance, LLC 2.38% Reduce -5.8% 41,234 $18.4M
Romano Brothers and Company 2.55% Reduce -2.1% 41,214 $18.4M
Sandbox Financial Partners, LLC 7.05% Add +10.3% 41,145 $18.4M
Sendero Wealth Management, LLC 3.09% Reduce -2.5% 41,130 $18.4M
Strategic Planning Group, LLC 4.02% Add +21.3% 41,124 $18.4M
Hanson & Doremus Investment Management 3.08% Add +2.0% 41,115 $18.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 5.75% New 41,085 $18.4M
SS&H Financial Advisors, Inc. 7.16% Add +3.5% 41,022 $18.3M
Weitz Investment Management, Inc. 0.96% Reduce -6.5% 40,950 $18.3M
Kavar Capital Partners Group, LLC 3.30% Add +1.2% 40,945 $18.3M
Chapin Davis, Inc. 6.25% Add +2.0% 40,936 $18.3M
Morton Capital Management LLC 4.34% Reduce -3.5% 40,917 $18.3M
Southeast Asset Advisors, LLC 2.20% Add +1.3% 40,904 $18.3M
Altfest L J & Co. Inc. 2.50% Add +0.4% 40,905 $18.3M
Manchester Capital Management LLC 2.20% Add +1.4% 40,862 $18.3M
Bonness Enterprises Inc. 6.67% No change 40,800 $18.2M
Consolidated Capital Management, LLC 8.71% Reduce -3.4% 40,763 $18.2M
Kelleher Financial Advisors 7.48% Reduce -0.4% 40,761 $18.2M
Financial Partners Group, Inc 2.87% Add +0.7% 40,699 $18.2M
Union Heritage Capital, LLC 7.15% No change 40,696 $18.2M
New Millennium Group LLC 11.87% Add +10.9% 40,666 $18.2M
FFG Partners, LLC 7.62% Add +1.1% 40,598 $18.1M
Bill Few Associates, Inc. 6.96% Add +0.3% 40,561 $18.1M
Kestra Investment Management, LLC 1.23% — 40,545 $18.1M
Central Bank & Trust Co. 2.52% Reduce -1.9% 40,486 $18.1M
CRA Financial Services, LLC 3.65% Reduce -0.3% 40,457 $18.1M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2.93% Add +340.9% 40,379 $18.0M
Stoneridge Investment Partners LLC 6.82% Reduce -4.4% 40,367 $18.0M
Advisory Research Inc. 3.39% Reduce -9.8% 40,359 $18.0M
Brave Asset Management Inc. 4.59% Add +1.9% 40,328 $18.0M
L2 Asset Management, LLC 5.43% Add +27.2% 40,321 $18.0M
Moser Wealth Advisors, LLC 9.79% Add +0.3% 40,278 $18.0M
Accent Capital Management, LLC 11.04% Add +24.0% 40,244 $18.0M
CFO4Life Group, LLC 3.38% Add +1.6% 40,238 $18.0M
Laffer Tengler Investments, Inc. 4.68% Add +10.8% 40,193 $18.0M
Allegiance Financial Group Advisory Services LLC 6.87% Reduce -10.2% 40,177 $18.0M
Continuum Advisory, LLC 2.59% Add +0.0% 40,128 $17.9M
Inlet Private Wealth, LLC 4.90% Add +2.7% 40,094 $17.9M
Sora Investors LLC 3.29% Reduce -34.4% 40,000 $17.9M
Telemark Asset Management, LLC 1.62% No change 40,000 $17.9M
Beck Bode, LLC 3.59% Add +37.3% 39,951 $17.9M
Shikiar Asset Management Inc. 5.22% Reduce -1.8% 39,853 $17.8M
CIC Wealth, LLC 4.90% Reduce -0.3% 39,849 $17.8M
Baldwin Investment Management, LLC 2.44% Add +0.8% 39,826 $17.8M
My Personal CFO, LLC 9.50% Add +43.2% 39,817 $17.8M
Moneco Advisors, LLC 2.61% Add +5.2% 39,794 $17.8M
Stonebrook Private Inc. 5.11% Add +0.6% 39,793 $17.8M
Bank Hapoalim BM 2.63% Add +1.5% 39,743 $17.8M
Nicholas Investment Partners, LP 2.07% Add +3.0% 39,743 $17.8M
Great Lakes Retirement, Inc. 2.43% Add +3.8% 39,665 $17.7M
PDS Planning, Inc 1.79% Add +0.9% 39,651 $17.7M
Hosking Partners LLP 0.66% Reduce -10.1% 39,641 $17.7M
FAS Wealth Partners, Inc. 1.53% Add +4.9% 39,498 $17.7M
Towne Trust Company, N.A 6.85% Reduce -6.9% 39,460 $17.6M
Puzo Michael J 4.89% Reduce -1.3% 39,453 $17.6M
Litman Gregory Wealth Management LLC 1.56% Reduce -1.3% 39,442 $17.6M
Hilltop Holdings Inc. 2.05% Add +1.4% 39,409 $17.6M
Birinyi Associates Inc. 5.27% Add +1.5% 39,356 $17.6M
Old Second National Bank of Aurora 4.50% Reduce -0.8% 39,274 $17.6M
Savoie Capital LLC 2.27% No change 39,253 $17.5M
World Equity Group, Inc. 5.23% Reduce -49.9% 39,176 $17.5M
Coronation Fund Managers Ltd. 1.01% Reduce -52.4% 39,169 $17.5M
Coalescence Partners Investment Management, LP 14.44% Add +18.7% 38,943 $17.4M
Roberts Wealth Advisors, LLC 5.94% Add +0.5% 37,868 $17.4M
First Personal Financial Services 3.93% Add +13.0% 38,927 $17.4M
Concord Wealth Partners 3.07% Add +3.8% 38,909 $17.4M
Sunbelt Securities, Inc. 1.78% Reduce -3.8% 38,881 $17.4M
Searle & Co. 4.07% Add +0.2% 38,879 $17.4M
Moss Adams Wealth Advisors LLC 2.42% Add +8.9% 38,868 $17.4M
Tradewinds, LLC. 5.33% New 38,782 $17.3M
Timber Creek Capital Management LLC 5.23% Add +0.9% 38,760 $17.3M
Potrero Capital Research LLC 7.45% No change 38,694 $17.3M
Catalyst Financial Partners LLC 3.79% Add +19.8% 38,547 $17.2M
Mattern Capital Management, LLC 2.38% Reduce -0.6% 38,541 $17.2M
Tranquility Partners, LLC 6.61% Reduce -0.0% 38,462 $17.2M
Ransom Advisory, Ltd 8.61% Add +3.4% 38,422 $17.2M
Argonautica Private Wealth Management, Inc. 5.87% Add +0.1% 38,405 $17.2M
Everhart Financial Group, Inc. 4.45% Add +11.2% 38,352 $17.1M
First Trust Investment Solutions L.P. 2.41% Add +77.3% 38,321 $17.1M
Ratan Capital Management LP 5.28% Add +18.6% 38,265 $17.1M
Herold Advisors, Inc. 3.95% Add +1.2% 38,181 $17.1M
Jackson Hole Capital Partners, LLC 3.76% Reduce -5.0% 38,149 $17.1M
Brown Miller Wealth Management, LLC 7.08% Add +0.8% 38,120 $17.0M
Torray Investment Partners LLC 2.54% Reduce -6.6% 38,116 $17.0M
Capital Investment Counsel, LLC 3.34% Add +2.1% 38,097 $17.0M
Avidian Wealth Enterprises, LLC 0.82% Add +11.6% 38,090 $17.0M
Ascentis Independent Advisors 3.54% — 38,021 $17.0M
Heathbridge Capital Management Ltd. 7.20% Reduce -7.6% 38,020 $17.0M
Avalon Capital Management 5.39% Add +13.3% 38,016 $17.0M
University of Texas/Texas Am Investment Management Co. 3.30% Add +149.8% 37,921 $16.9M
Engineers Gate Manager LP 0.38% Add +6288.3% 37,819 $16.9M
Advisor OS, LLC 1.85% Add +7.2% 37,802 $16.9M
Mitchell McLeod Pugh & Williams Inc. 3.85% Add +0.7% 37,729 $16.9M
United Capital Management of KS, Inc. 3.71% Add +1.5% 37,661 $16.8M
Eagle Rock Investment Company, LLC 3.05% Add +13.2% 37,661 $16.8M
Aviance Capital Partners, LLC 2.39% Add +1.6% 37,660 $16.8M
Stanley-Laman Group, Ltd. 2.22% Add +1.5% 37,624 $16.8M
Providence Capital Advisors, LLC 3.66% Add +0.1% 37,606 $16.8M
Harrell Investment Partners, LLC 4.88% Reduce -4.0% 37,576 $16.8M
Blueprint Investment Partners LLC 3.63% Add +7.0% 37,550 $16.8M
Horan Capital Advisors, LLC. 5.88% Reduce -0.6% 37,449 $16.7M
WBH Advisory Inc. 1.69% Reduce -0.2% 37,440 $16.7M
Nvwm, LLC 4.44% Reduce -0.1% 37,315 $16.7M
Richard C. Young & CO., LTD. 2.03% Add +0.2% 37,278 $16.7M
Pegasus Asset Management, Inc. 5.18% Add +2.4% 37,277 $16.7M
Concentric Capital Strategies, LP 1.04% Reduce -36.8% 37,243 $16.6M
Occidental Asset Management, LLC 2.92% Add +9.8% 37,229 $16.6M
Realta Investment Advisors 3.26% Add +1.9% 37,229 $16.6M
TLW Wealth Management, LLC 10.35% Reduce -0.7% 37,180 $16.6M
Marshall & Sullivan Inc. 8.30% Reduce -2.3% 37,176 $16.6M
Hall Capital Management Co. Inc. 7.92% Add +0.8% 37,176 $16.6M
Ervin Investment Management, LLC 11.51% Reduce -4.7% 37,161 $16.6M
Westover Capital Advisors, LLC 4.27% Reduce -0.1% 37,104 $16.6M
Parker Investment Management, LLC 2.63% Reduce -0.5% 37,035 $16.6M
American Trust 1.35% Reduce -2.2% 36,990 $16.5M
Stokes Capital Advisors, LLC 4.59% Add +1.4% 36,918 $16.5M
Platform Technology Partners 5.68% — 36,911 $16.5M
Pensionfund Sabic 4.85% No change 36,890 $16.5M
AlphaStar Capital Management, LLC 1.52% Add +11.3% 36,867 $16.5M
Walter & Keenan Wealth Management LLC /in/ 5.24% Reduce -3.4% 36,838 $16.5M
Bulltick Wealth Management, LLC 4.60% Reduce -14.8% 36,773 $16.4M
Codex Capital Asset Management L.L.C. 7.51% — 39,000 $16.4M
Selway Asset Management 6.70% Reduce -2.1% 36,694 $16.4M
Kesler, Norman & Wride, LLC 3.47% Add +1.0% 36,619 $16.4M
Naman Capital Ltda 6.94% Reduce -18.7% 36,600 $16.4M
Broadwater Capital Management LLC 12.59% Reduce -5.7% 36,549 $16.3M
Quent Capital, LLC 1.79% Add +1.7% 36,495 $16.3M
Vishria Bird Financial Group, LLC 6.84% Reduce -0.6% 36,446 $16.3M
Bank of New Hampshire 4.23% Reduce -0.3% 36,440 $16.3M
Enterprise Bank & Trust Co 5.56% Add +1.9% 36,417 $16.3M
Portland Global Advisors LLC 2.20% Reduce -1.8% 36,236 $16.2M
Round Rock Advisors LLC 3.94% Add +0.9% 36,224 $16.2M
Leeward Financial Partners, LLC 6.57% Add +1.7% 36,202 $16.2M
Hollow Brook Wealth Management LLC 5.49% Add +14.0% 36,147 $16.2M
Midland Wealth Advisors, LLC 0.96% Add +3.6% 36,125 $16.1M
LM Advisors LLC 3.22% Reduce -15.1% 36,123 $16.1M
Patriot Financial Group Insurance Agency, LLC 2.37% Add +21.8% 36,035 $16.1M
McGinn Penninger Investment Management, Inc. 10.94% Reduce -1.1% 36,014 $16.1M
Capital Investment Advisory Services, LLC 1.66% Reduce -0.4% 36,007 $16.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.69% Add +1.6% 36,004 $16.1M
Udine Wealth Management, Inc. 11.20% Reduce -0.2% 35,971 $16.1M
Leo Wealth, LLC 1.64% Add +1.6% 35,550 $16.1M
Punch & Associates Investment Management, Inc. 0.95% Reduce -14.6% 35,947 $16.1M
Shepherd Financial Partners LLC 2.07% Add +4.4% 35,913 $16.1M
Chiron Investment Management, LLC 6.29% Add +13.9% 35,874 $16.0M
Northwest Capital Management Inc 5.84% Reduce -12.8% 35,817 $16.0M
Resonant Capital Advisors, LLC 1.29% Add +5.5% 35,611 $15.9M
Lafayette Investments, Inc. 3.62% Add +1.4% 35,597 $15.9M
Royal Fund Management, LLC 2.14% Reduce -17.7% 35,288 $15.9M
Kidder Stephen W 4.97% Reduce -0.8% 35,568 $15.9M
Strategic Investment Advisors / MI 1.94% Add +2.6% 35,541 $15.9M
Mission Creek Capital Partners, Inc. 3.99% Add +18.8% 35,492 $15.9M
Grove Bank & Trust 2.55% Add +1.7% 35,479 $15.9M
Amova Asset Management Americas, Inc. 0.18% Reduce -10.5% 35,345 $15.8M
Nilsine Partners, LLC 2.12% Add +0.4% 35,315 $15.8M
Warther Private Wealth, LLC 6.17% Add +4.9% 35,272 $15.8M
IFG Advisory, LLC 1.01% Add +1.8% 35,259 $15.8M
Franchise Capital Ltd 3.80% Reduce -60.3% 35,159 $15.7M
Journey Strategic Wealth LLC 0.67% Add +5.8% 35,041 $15.7M
BNC Wealth Management, LLC 5.82% Add +6.5% 35,040 $15.7M
Miura Global Management, LLC 15.25% Reduce -12.5% 35,000 $15.6M
First Sabrepoint Capital Management LP 6.62% No change 35,000 $15.6M
Quotient Wealth Partners, LLC 0.55% Reduce -0.7% 34,978 $15.6M
Fortis Capital Advisors, LLC 5.64% Add +9.7% 34,960 $15.6M
Roman Butler Fullerton & Co. 5.05% Add +4.1% 33,420 $15.6M
First Bank & Trust 3.17% Reduce -1.1% 34,847 $15.6M
Navellier & Associates Inc. 1.83% Add +1.7% 34,803 $15.6M
Hirtle & Co., LLC 0.78% Add +3.9% 34,755 $15.5M
Citizens National Bank Trust Department 3.46% Reduce -0.2% 34,732 $15.5M
Tradition Wealth Management, LLC 1.50% Add +3.1% 34,710 $15.5M
Columbia Bank 5.99% Add +2.5% 34,614 $15.5M
John G Ullman & Associates Inc. 2.36% Reduce -0.5% 34,573 $15.5M
Guardian Wealth Advisors, LLC / NC 1.80% Reduce -0.1% 34,498 $15.4M
Clear Street Derivatives LLC 0.24% Add +17.5% 34,448 $15.4M
Gifford Fong Associates 4.06% No change 34,302 $15.3M
Abbot Financial Management, Inc. 8.21% Reduce -2.2% 34,273 $15.3M
Harbour Trust & Investment Management Co 1.82% Add +4.0% 34,234 $15.3M
ARK Investment Management 0.14% Reduce -11.4% 34,186 $15.3M
Zullo Investment Group, Inc. 6.70% Add +0.2% 34,129 $15.3M
Connable Office Inc. 1.64% Add +4.7% 34,130 $15.3M
Advanced Asset Management Advisors Inc 4.05% Reduce -0.3% 34,126 $15.3M
DLK Investment Management, LLC 6.29% Add +7.4% 34,021 $15.2M
Arden Trust Co 2.12% Reduce -4.2% 34,016 $15.2M
Legacy Financial Advisors, Inc. 2.71% Add +2.1% 34,001 $15.2M
PKO Investment Management Joint-Stock Co 1.88% Reduce -5.6% 34,000 $15.2M
TCI Wealth Advisors, Inc. 1.43% Add +0.7% 33,980 $15.2M
Raab & Moskowitz Asset Management LLC 4.12% Reduce -0.4% 33,953 $15.2M
CPC Advisors, LLC 2.50% Add +7.4% 33,941 $15.2M
Bell Bank 1.27% Add +4.2% 33,876 $15.1M
Humankind Investments LLC 4.02% Reduce -13.8% 33,870 $15.1M
Arvest Trust Co. N A 0.90% Add +189.2% 33,869 $15.1M
SeaTown Holdings Pte. Ltd. 10.96% Reduce -43.1% 33,854 $15.1M
Olde Wealth Management, LLC 5.76% Reduce -0.2% 33,835 $15.1M
Aries Wealth Management 4.76% Add +0.1% 33,777 $15.1M
Buckhead Capital Management LLC 5.10% Reduce -1.1% 33,716 $15.1M
C Partners Holding GmbH 4.35% Add +2.9% 33,716 $15.1M
DCM Advisors, LLC 7.90% Reduce -21.9% 33,487 $15.0M
Summa Corp. 7.24% Add +3.2% 33,434 $14.9M
Glassy Mountain Advisors, Inc. 5.54% Reduce -1.0% 33,433 $14.9M
LMG Wealth Partners, LLC 3.73% Add +0.5% 33,432 $14.9M
Plancorp, LLC 0.65% Reduce -0.8% 33,404 $14.9M
Junto Capital Management LP 0.33% Reduce -84.7% 33,372 $14.9M
Davis-Rea LTD. 7.44% Reduce -5.0% 33,302 $14.9M
Alaska Permanent Fund Corp 0.22% Reduce -7.4% 35,576 $14.9M
Independence Bank of Kentucky 3.95% Add +16.7% 33,299 $14.9M
UNIVEST FINANCIAL Corp 4.13% Reduce -2.6% 33,288 $14.9M
Bedel Financial Consulting, Inc. 2.18% Reduce -2.8% 33,240 $14.9M
Sentry Investment Management LLC 6.59% Reduce -21.0% 33,187 $14.8M
Delta Investment Management, LLC 3.27% Add +7.3% 33,185 $14.8M
Affinity Wealth Management LLC 2.70% Add +0.3% 33,135 $14.8M
Westmount Partners, LLC 4.89% Add +0.2% 32,406 $14.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.32% Add +1.4% 33,109 $14.8M
Northside Capital Management, LLC 2.54% Reduce -1.4% 33,052 $14.8M
Financial Perspectives, Inc 5.45% Add +0.0% 33,018 $14.8M
Relyea Zuckerberg Hanson LLC 2.47% Add +3.2% 32,996 $14.7M
Castle Rock Wealth Management, LLC 3.68% Add +3.4% 32,272 $14.7M
Sphera Funds Management LTD. 2.40% Add +19.5% 32,927 $14.7M
Builder Investment Group Inc. 4.01% Reduce -0.1% 32,891 $14.7M
Dudley Capital Management, LLC 8.22% Add +0.0% 32,845 $14.7M
Old Port Advisors 4.38% Add +1.7% 32,841 $14.7M
Tikehau Investment Management 12.99% Add +4.1% 32,807 $14.7M
Greystone Financial Group, LLC 2.86% Add +1.0% 32,707 $14.6M
Greater Midwest Financial Group, LLC 9.23% Add +0.3% 34,941 $14.6M
Artemis Wealth Advisors, LLC 2.32% Add +0.0% 32,580 $14.6M
Concentric Wealth Management, LLC 3.79% Add +1.1% 32,554 $14.5M
Bellwether Advisors, LLC 3.05% Add +169.2% 32,547 $14.5M
Sonata Capital Group Inc. 7.47% Add +7.7% 32,544 $14.5M
Catalina Capital Group, LLC 5.53% Add +26.2% 32,505 $14.5M
General Pension Society PZU Joint Stock Co 4.05% No change 32,500 $14.5M
Intact Investment Management Inc. 0.54% Add +46.4% 32,500 $14.5M
Harbour Capital Advisors, LLC 3.44% Reduce -0.4% 31,762 $14.5M
Jupiter Wealth Management LLC 7.67% Reduce -2.3% 34,603 $14.5M
Ravenstone Capital Management Inc. 9.65% Reduce -1.9% 32,384 $14.5M
Biltmore Family Office, LLC 2.66% Add +9.6% 32,381 $14.5M
Waterloo Capital, L.P. 1.74% Add +9.6% 32,342 $14.5M
Mirador Capital Partners LP 2.72% Add +1.8% 32,309 $14.4M
Zega Financial, LLC 5.22% Add +40.7% 32,301 $14.4M
Cornerstone Advisory, LLC 2.03% Reduce -6.7% 32,247 $14.4M
Prudent Investors Network, Inc. 5.20% Add +4.6% 32,176 $14.4M
Strait & Sound Wealth Management LLC 7.33% Reduce -2.8% 32,168 $14.4M
Uncommon Cents Investing LLC 4.52% Reduce -1.2% 32,142 $14.4M
Apollon Financial, LLC 4.65% Add +2.6% 32,140 $14.4M
Wambolt & Associates, LLC 4.18% Add +3.6% 31,410 $14.3M
Alpha Family Trust 8.40% No change 32,070 $14.3M
Telos Capital Management, Inc. 1.59% Add +1.6% 32,043 $14.3M
Dover Advisors, LLC 8.84% Add +1.5% 32,013 $14.3M
Nicolet Bankshares Inc. 3.00% Reduce -1.1% 31,990 $14.3M
Hennion & Walsh Asset Management, Inc. 0.73% Add +0.8% 31,969 $14.3M
MUFG Securities EMEA plc 0.64% Add +2163.2% 31,957 $14.3M
Muhlenkamp & Co. Inc. 4.46% Add +0.3% 31,945 $14.3M
Legacy Edge Advisors, LLC 2.63% Add +10.3% 31,908 $14.3M
Spreng Capital Management, Inc. 7.38% Reduce -0.7% 31,867 $14.2M
Somerset Trust Co 5.84% Reduce -4.3% 31,859 $14.2M
MCF Advisors LLC 1.08% Add +0.1% 31,821 $14.2M
Prosperity Consulting Group, LLC 1.93% Add +6.5% 31,820 $14.2M
Boit C F David 7.38% No change 31,704 $14.2M
Carolinas Wealth Consulting LLC 2.73% Add +0.5% 31,640 $14.1M
First National Bank of Mount Dora, Trust Investment Services 3.41% Reduce -3.6% 31,635 $14.1M
McIntyre Freedman & Flynn Investment Advisers Inc. 10.19% Reduce -1.9% 31,618 $14.1M
Great Diamond Partners, LLC 3.32% Reduce -4.7% 31,613 $14.1M
Bedell Frazier Investment Counselling, LLC 3.40% Reduce -0.7% 31,586 $14.1M
Larson Financial Group LLC 0.96% Add +25.6% 31,574 $14.1M
Oxler Private Wealth LLC 5.22% Reduce -0.0% 31,527 $14.1M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.66% New 31,500 $14.1M
Chatham Capital Group, Inc. 2.46% Add +0.7% 31,488 $14.1M
Redwood Investment Management, LLC 1.22% Add +6.1% 32,957 $14.1M
Beck Capital Management, LLC 3.87% Add +2.9% 31,460 $14.1M
Personal Cfo Solutions, LLC 2.16% Add +0.7% 31,432 $14.0M
Chronos Wealth Management, LLC 7.81% Reduce -0.8% 31,431 $14.0M
Versant Capital Management, Inc 3.55% Add +6.5% 31,403 $14.0M
Orca Investment Management, LLC 13.38% Reduce -0.3% 31,374 $14.0M
Gardner Lewis Asset Management L P 3.90% No change 31,308 $14.0M
Monolith Management Ltd 6.45% Reduce -59.2% 31,300 $14.0M
Founders Financial Securities LLC 1.32% Add +7.7% 31,291 $14.0M
Carderock Capital Management Inc. 3.66% Add +1.0% 31,279 $14.0M
Horizon Investments, LLC 0.39% Reduce -30.5% 31,259 $14.0M
Birch Capital Management, LLC 7.26% Reduce -0.1% 31,243 $14.0M
NORTHSTAR ASSET MANAGEMENT Co 3.37% Reduce -0.6% 31,135 $13.9M
Capital Market Strategies LLC 8.81% Add +108.3% 31,074 $13.9M
Front Row Advisors LLC 4.83% Reduce -1.0% 31,062 $13.9M
Seizert Capital Partners, LLC 0.69% Reduce -13.0% 30,976 $13.8M
Pursue Wealth Partners LLC 7.54% Add +9.0% 30,940 $13.8M
TFG Advisers LLC 5.36% Reduce -2.2% 30,928 $13.8M
Sentry LLC 2.55% Add +0.6% 30,921 $13.8M
Destiny Wealth Partners, LLC 2.48% Add +4.3% 30,907 $13.8M
Shorepoint Capital Partners LLC 3.24% Add +0.5% 30,890 $13.8M
JT Stratford LLC 2.57% Add +16.3% 30,854 $13.8M
Carmichael Hill & Associates, Inc. 5.61% Reduce -1.0% 30,846 $13.8M
Delta Financial Advisors LLC 5.34% Add +0.3% 30,831 $13.8M
Chase Investment Counsel Corp. 4.88% Add +4.2% 30,785 $13.8M
Newman Dignan & Sheerar, Inc. 3.55% Add +1.7% 30,782 $13.8M
XXEC, Inc. 10.62% Reduce -1.6% 30,780 $13.8M
Bray Capital Advisors 3.45% Add +0.8% 30,742 $13.7M
Founders Financial Alliance, LLC 4.07% Add +2.2% 30,723 $13.7M
Center for Financial Planning, Inc. 1.98% Reduce -0.6% 30,665 $13.7M
Cardiff Park Advisors, LLC 1.32% Reduce -0.0% 30,640 $13.7M
Marks Group Wealth Management, Inc 1.44% Add +0.5% 30,619 $13.7M
Tyche Wealth Partners LLC 3.33% Reduce -0.7% 30,615 $13.7M
Nadler Financial Group, Inc. 1.60% Reduce -0.3% 30,554 $13.7M
Huber Capital Management LLC 3.10% Reduce -16.8% 30,543 $13.7M
Monument Capital Management 4.01% Reduce -1.1% 30,510 $13.6M
WealthTrust Axiom LLC 4.52% Add +0.1% 30,481 $13.6M
Strong Tower Advisory Services 4.47% Add +26.5% 30,475 $13.6M
CenterBook Partners LP 0.85% Add +8.3% 30,470 $13.6M
MIdWestOne Financial Group, Inc. 2.45% Reduce -0.5% 30,460 $13.6M
Financial Partners Group, LLC 5.28% Reduce -0.7% 30,437 $13.6M
Chesapeake Wealth Management 4.92% Reduce -1.6% 30,325 $13.6M
IPG Investment Advisors LLC 2.96% Reduce -6.0% 30,318 $13.6M
Turtle Creek Wealth Advisors, LLC 3.14% Add +14.2% 30,308 $13.5M
White Pine Capital LLC 5.13% Add +0.7% 30,269 $13.5M
Stony Point Capital LLC 3.47% Add +31.9% 30,268 $13.5M
Ellevest, Inc. 0.81% Add +3.1% 30,175 $13.5M
Eukles Asset Management 5.83% Add +0.2% 30,160 $13.5M
Unio Capital LLC 5.66% Add +4.1% 30,159 $13.5M
Pine Haven Investment Counsel, Inc 11.58% Reduce -0.1% 30,134 $13.5M
Drexel Morgan & Co. 2.89% No change 30,129 $13.5M
LVW Advisors, LLC 1.98% Add +3.2% 30,126 $13.5M
Asio Capital, LLC 2.75% Add +0.9% 30,096 $13.5M
Transatlantique Private Wealth LLC 5.49% Add +2.0% 30,280 $13.4M
Carroll Investors, Inc 9.41% Add +0.7% 30,029 $13.4M
Cambridge Advisors Inc. 3.12% Reduce -0.1% 30,027 $13.4M
Citizens & Northern Corp. 4.19% Reduce -2.0% 30,006 $13.4M
Kentucky Farm Bureau Mutual Insurance Co 3.05% No change 30,000 $13.4M
Atlas Wealth LLC 2.36% No change 29,015 $13.4M
Perennial Investment Advisors, LLC 1.90% Add +3.2% 29,750 $13.3M
Retirement Solution LLC 3.56% Add +5.1% 29,683 $13.3M
Tiemann Investment Advisors, LLC 5.90% Reduce -2.8% 29,682 $13.3M
Chapman Investment Management, LLC 10.09% Reduce -6.5% 29,680 $13.3M
AIMZ Investment Advisors, LLC 4.73% Reduce -2.7% 29,525 $13.2M
Kemnay Advisory Services Inc. 2.74% Reduce -3.1% 29,521 $13.2M
KP Management LLC 4.96% Add +78.8% 29,500 $13.2M
Cherry Creek Investment Advisors, Inc. 6.88% Reduce -0.2% 29,482 $13.2M
Key Financial Inc 3.16% Add +3.1% 29,472 $13.2M
Mystic Asset Management, Inc. 5.31% Add +0.0% 29,424 $13.2M
Eastover Investment Advisors LLC 6.28% Reduce -0.8% 28,604 $13.1M
Empire Financial Management Company, LLC 4.35% Reduce -2.2% 29,392 $13.1M
Blodgett Wealth Advisors, LLC 11.14% Reduce -0.1% 29,376 $13.1M
Regent Peak Wealth Advisors LLC 3.01% Reduce -4.9% 29,373 $13.1M
Oak Grove Capital LLC 3.36% Add +5.4% 29,350 $13.1M
White Pine Investment CO 3.85% Reduce -1.4% 29,327 $13.1M
Excalibur Management Corp. 5.35% Add +3.6% 29,318 $13.1M
Mill Creek Capital Advisors, LLC 0.33% Add +8.1% 29,305 $13.1M
Magnus Financial Group LLC 1.47% Add +0.3% 29,218 $13.1M
Texas Capital Bank Wealth Management Services Inc 1.36% Add +13.0% 29,214 $13.1M
Bank Ozk 5.65% Add +2.4% 29,193 $13.0M
Unionview, LLC 10.65% Reduce -1.2% 29,193 $13.0M
Glass Wealth Management Co LLC 7.62% Reduce -0.1% 29,167 $13.0M
Argyle Capital Management, LLC 5.36% Reduce -9.9% 29,150 $13.0M
Seneca House Advisors 5.65% Add +2.5% 29,125 $13.0M
Meridian Investment Counsel Inc. 4.11% Reduce -1.4% 29,084 $13.0M
Vista Capital Partners, Inc. 1.61% Add +1.2% 29,062 $13.0M
Fort Point Capital Partners LLC 1.67% Reduce -0.7% 29,026 $13.0M
Gibraltar Capital Management, Inc. 5.86% Add +8.5% 28,996 $13.0M
Windward Capital Management Co. 1.09% Reduce -3.0% 28,983 $13.0M
Fortitude Advisory Group L.L.C. 7.74% Reduce -3.5% 28,966 $12.9M
True North Advisors, LLC 3.46% Add +17.3% 28,964 $12.9M
M&R Capital Management Inc. 3.08% Reduce -0.2% 28,919 $12.9M
Peak Planning Group, LLC 6.35% Add +6.6% 28,888 $12.9M
Trust Co. of Oklahoma 4.53% Reduce -1.4% 28,837 $12.9M
MV Capital Management, Inc. 1.45% Add +1.3% 28,834 $12.9M
Modern Wealth Management, LLC 0.95% Add +22.1% 28,812 $12.9M
Evanson Asset Management, LLC 0.95% Reduce -7.8% 28,807 $12.9M
Signet Financial Management, LLC 1.73% Reduce -2.2% 28,746 $12.8M
Red Cedar Investment Management, LLC 1.75% No change 28,645 $12.8M
Gunderson Capital Management LLC 5.49% Add +5.7% 28,621 $12.8M
MGB Wealth Management, LLC 4.78% Add +0.4% 28,181 $12.8M
Brown, Lisle/Cummings, Inc. 4.17% Add +10.8% 28,603 $12.8M
Davidson Trust Co. 8.80% Reduce -24.3% 28,584 $12.8M
Ausdal Financial Partners, Inc. 1.36% Add +11.6% 28,553 $12.8M
Quadcap Wealth Management, LLC 2.31% Add +8.2% 28,539 $12.8M
In-Depth Partners, LLC 11.75% Reduce -18.1% 28,539 $12.8M
Financial Security Advisor, Inc. 4.27% Add +3.9% 28,510 $12.7M
Harrington Investments, INC 7.23% Reduce -3.2% 28,501 $12.7M
Oak Harvest Investment Services 2.01% Add +65.7% 28,495 $12.7M
Wrapmanager Inc. 3.51% Add +3.8% 28,474 $12.7M
SOL Capital Management CO 1.53% Add +2.6% 28,470 $12.7M
Advocate Group LLC 2.56% Reduce -0.8% 28,466 $12.7M
Diamant Asset Management, Inc. 8.51% Add +0.7% 28,455 $12.7M
Catalyst Capital Advisors LLC 0.29% Reduce -5.9% 28,445 $12.7M
Graphene Investments SAS 7.98% Reduce -10.4% 28,400 $12.7M
Goodman Advisory Group, LLC 3.79% Add +12.5% 28,391 $12.7M
Roanoke Asset Management Corp./ NY 4.24% Reduce -0.9% 28,386 $12.7M
Lorne Steinberg Wealth Management Inc. 4.07% Reduce -0.1% 28,272 $12.6M
Evexia Wealth LLC 4.74% Reduce -0.8% 28,524 $12.6M
Strategic Vision Investment Ltd 22.26% Reduce -53.4% 28,251 $12.6M
Souders Financial Advisors 1.90% Add +2.5% 28,199 $12.6M
Point72 Italy, S.r.l. 5.45% Add +140.4% 28,193 $12.6M
Menlo Advisors LLC 6.97% Reduce -0.0% 28,117 $12.6M
Triangle Securities Wealth Management 3.55% Reduce -2.0% 28,111 $12.6M
Brick & Kyle, Associates 5.21% Reduce -0.6% 28,098 $12.6M
Consolidated Investment Group LLC 1.95% No change 28,089 $12.6M
Finer Wealth Management, Inc. 8.09% Add +0.7% 28,067 $12.5M
Virtue Capital Management, LLC 2.15% Reduce -3.9% 28,227 $12.5M
Roberts Capital Advisors, LLC 12.02% No change 29,777 $12.5M
Jackson Hill Advisors, LLC 6.86% Reduce -1.8% 28,000 $12.5M
Kensington Investment Counsel, LLC 5.53% Add +0.6% 27,995 $12.5M
Town & Country Bank & Trust CO dba First Bankers Trust CO 5.16% Add +0.7% 27,940 $12.5M
Prestige Wealth Management Group LLC 2.70% Reduce -1.3% 27,913 $12.5M
Benson Investment Management Company, Inc. 5.16% Add +0.0% 27,912 $12.5M
Main Street Financial Solutions, LLC 1.18% Add +15.9% 27,899 $12.5M
Brandywine Oak Private Wealth LLC 1.28% Add +0.7% 27,896 $12.5M
Ballast Advisors LLC 3.95% Add +3.0% 27,874 $12.5M
Beacon Investment Advisors LLC 6.37% Add +19.8% 27,846 $12.4M
CNB Bank 5.98% Add +9.9% 27,830 $12.4M
Councilmark Asset Management, LLC 8.81% Reduce -1.2% 27,813 $12.4M
Chickasaw Capital Management LLC 0.55% Add +3.1% 27,796 $12.4M
CFS Investment Advisory Services, LLC 1.01% New 27,780 $12.4M
Klingman & Associates, LLC 0.84% Add +3.2% 27,771 $12.4M
Patton Albertson Miller Group, LLC 1.76% Add +10.1% 27,766 $12.4M
Convergence Investment Partners, LLC 3.62% Add +39.7% 27,749 $12.4M
Keystone Financial Planning, Inc. 4.10% No change 27,718 $12.4M
Westend Capital Management, LLC 4.35% Reduce -0.3% 27,093 $12.4M
Loudon Investment Management, LLC 7.28% Reduce -0.4% 27,672 $12.4M
Westwood Wealth Management 4.88% Add +3.7% 27,622 $12.3M
Barometer Capital Management Inc. 4.76% Reduce -10.6% 27,604 $12.3M
Calydon Capital 2.20% Reduce -0.4% 27,524 $12.3M
Arlington Trust Co LLC 2.90% Reduce -9.7% 27,498 $12.3M
Optas, LLC 3.16% Add +4.1% 27,493 $12.3M
Sentinel Trust Co. Lba 1.51% Reduce -8.4% 27,431 $12.3M
Fairfield, Bush & Co. 7.34% Reduce -5.0% 27,419 $12.3M
Notis-McConarty Edward 4.82% Reduce -1.4% 27,413 $12.3M
Once Capital Management, LLC 6.07% No change 27,400 $12.2M
VeraBank, N.A. 3.80% Reduce -1.4% 27,341 $12.2M
KPP Advisory Services LLC 3.25% Add +0.6% 27,331 $12.2M
LRI Investments, LLC 1.39% Add +59.6% 27,323 $12.2M
Breakwater Investment Management 5.46% Add +0.1% 27,320 $12.2M
Wimmer Associates 1, LLC 6.26% Reduce -1.2% 27,316 $12.2M
Members Trust Co 0.37% Reduce -2.2% 27,273 $12.2M
Vise Technologies, Inc. 2.14% Add +14.3% 27,266 $12.2M
Callan Capital, LLC 1.00% Add +6.7% 27,266 $12.2M
Bridge Creek Capital Management LLC 3.92% Reduce -3.1% 27,261 $12.2M
Greenfield Savings Bank 6.25% Reduce -2.0% 27,222 $12.2M
Concord Asset Management, LLC 3.01% Reduce -12.9% 27,202 $12.2M
Penbrook Management LLC 7.41% Reduce -1.6% 27,168 $12.1M
Berkshire Capital Holdings Inc. 4.91% Add +271400.0% 27,150 $12.1M
Jefferies Financial Group Inc. 0.26% Reduce -37.5% 27,137 $12.1M
Hudson Value Partners, LLC 5.13% Add +8.7% 27,128 $12.1M
Alliance Wealth Advisors, LLC 3.55% Add +2.5% 27,072 $12.1M
Eos Management, L.P. 4.73% No change 26,979 $12.1M
Founders Capital Management 7.80% Reduce -0.4% 26,924 $12.0M
AlphaCore Capital LLC 2.91% Add +13.4% 26,914 $12.0M
Clear Creek Financial Management, LLC 1.46% Add +2.5% 26,894 $12.0M
Tandem Capital Management Corp. 6.55% Reduce -1.3% 25,578 $12.0M
Summerhill Capital Management lnc. 8.47% Reduce -4.2% 26,751 $12.0M
General Partner, Inc. 7.64% Reduce -2.9% 26,751 $12.0M
Armstrong Advisory Group, Inc. 1.06% Add +2.8% 26,717 $11.9M
Oarsman Capital, Inc. 2.63% Add +3.3% 26,673 $11.9M
JB Capital LLC 0.75% Reduce -2.2% 26,639 $11.9M
Smith, Moore & Co. 1.23% Add +2.1% 26,583 $11.9M
JNBA Financial Advisors 1.25% Reduce -1.6% 26,546 $11.9M
Sandhill Capital Partners LLC 0.91% Reduce -1.9% 26,535 $11.9M
National Philanthropic Trust 0.23% Reduce -9.0% 26,465 $11.8M
Hurlow Wealth Management Group, Inc. 4.06% Reduce -0.8% 26,433 $11.8M
L.M. Kohn & Company 3.20% Reduce -3.7% 26,426 $11.8M
Lederer & Associates Investment Counsel 8.53% Reduce -3.8% 26,382 $11.8M
Plante Moran Financial Advisors, LLC 1.18% Add +3.0% 26,371 $11.8M
Buttonwood Financial Advisors Inc. 5.56% Reduce -11.8% 26,366 $11.8M
Childress Capital Advisors, LLC 3.31% Add +2.1% 26,307 $11.8M
Lester Murray Antman dba SimplyRich 3.72% No change 26,299 $11.8M
Pegasus Partners Ltd. 1.18% Reduce -7.9% 26,212 $11.7M
Barton Investment Management 1.56% No change 26,195 $11.7M
XTX Topco Ltd 1.00% Add +271.1% 26,174 $11.7M
Hamel Associates, Inc. 3.69% Reduce -0.7% 26,169 $11.7M
Hardy Reed LLC 1.17% Add +435.9% 26,144 $11.7M
SPC Financial, Inc. 1.08% Add +3.9% 26,121 $11.7M
Advisory Alpha, LLC 0.46% Add +16.9% 26,048 $11.6M
McDonough Capital Management, Inc 8.47% Add +2.4% 26,030 $11.6M
Liberty Capital Management, Inc. 2.76% Add +2.1% 26,012 $11.6M
MYDA Advisors LLC 3.54% Add +52.9% 26,000 $11.6M
Dynasty Wealth Management, LLC 0.34% Add +3.6% 25,990 $11.6M
HERALD INVESTMENT MANAGEMENT Ltd 1.90% Reduce -3.7% 26,000 $11.6M
Harmony Asset Management LLC 4.87% Add +9.7% 25,980 $11.6M
First Washington CORP 4.30% Reduce -9.7% 25,974 $11.6M
Cary Street Partners Asset Management LLC 1.70% Add +7.7% 25,957 $11.6M
Essex Bank 3.12% Reduce -4.2% 25,947 $11.6M
David J Yvars Group 7.25% Add +2.0% 25,935 $11.6M
OV Management LLC 8.08% Add +1.0% 25,886 $11.6M
Monograph Wealth Advisors, LLC 1.69% Add +17.1% 25,876 $11.6M
NovaPoint Capital, LLC 3.92% Reduce -1.1% 25,848 $11.6M
Kingfisher Capital LLC 2.71% Add +0.4% 25,798 $11.5M
Peregrine Asset Advisers, Inc. 4.54% Reduce -3.1% 25,988 $11.5M
BOCHK Asset Management Ltd 3.77% Add +24.5% 25,780 $11.5M
Northstar Advisory Group, LLC 6.62% Add +1.5% 25,768 $11.5M
Mezzasalma Advisors, LLC 4.94% Add +8.5% 25,766 $11.5M
Pacifica Partners Inc. 4.94% Reduce -3.9% 24,999 $11.5M
Bremer Bank National Association 2.25% Reduce -8.4% 25,737 $11.5M
Geneva Partners, LLC 4.73% Add +7.8% 25,679 $11.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.27% Reduce -10.0% 25,663 $11.5M
Citizens Business Bank 2.42% Reduce -8.8% 25,655 $11.5M
Enterprise Financial Services Corp 7.05% Reduce -2.3% 25,638 $11.5M
Sawyer & Company, Inc 4.55% Reduce -0.3% 25,621 $11.5M
FCG Investment Co 8.67% Add +3.4% 25,570 $11.4M
Lantz Financial LLC 3.55% Reduce -5.5% 25,538 $11.4M
Marathon Capital Management 2.93% Add +4.1% 25,533 $11.4M
Harbor Advisors LLC 2.09% No change 25,500 $11.4M
FinTrust Capital Advisors, LLC 2.07% Add +1.4% 25,419 $11.4M
Wisconsin Capital Management LLC 5.75% Reduce -1.1% 25,401 $11.4M
Settian Capital LP 8.32% No change 25,350 $11.3M
Private Ocean, LLC 1.00% Add +1.8% 25,325 $11.3M
Cim Investment Management Inc. 3.49% Reduce -1.1% 25,294 $11.3M
Cove Private Wealth, LLC 9.27% Reduce -3.3% 25,273 $11.3M
Gold Investment Management Ltd. 4.77% Reduce -3.4% 25,253 $11.3M
RB Capital Management, LLC 3.01% Add +1.8% 25,201 $11.3M
Stelac Advisory Services LLC 4.72% Reduce -4.1% 25,178 $11.3M
Winthrop Advisory Group LLC 1.53% Add +8.9% 25,101 $11.2M
Kercheville Advisors, LLC 4.86% Add +2.1% 25,055 $11.2M
Ardsley Advisory Partners LP 2.02% Add +117.0% 24,950 $11.2M
Franklin, Parlapiano, Turner & Welch, LLC 3.10% Reduce -8.8% 25,017 $11.2M
Center Lake Capital Management, LLC 21.69% Add +42.9% 25,000 $11.2M
Crocodile Capital Partners GmbH 17.79% No change 25,000 $11.2M
Pennant Select, LLC 7.84% No change 25,000 $11.2M
Investment Research & Advisory Group, Inc. 4.95% Reduce -0.1% 24,967 $11.2M
Main Street Group, LTD 5.21% Reduce -1.5% 24,391 $11.1M
S.E.E.D. Planning Group LLC 4.05% Add +1.6% 24,899 $11.1M
BTG Pactual Asset Management US LLC 2.78% — 24,849 $11.1M
Westside Investment Management, Inc. 2.54% Add +1.1% 24,808 $11.1M
Ignite Planners, LLC 2.70% Add +0.9% 23,697 $11.1M
First City Capital Management, Inc. 6.22% Reduce -2.9% 24,781 $11.1M
RDA Financial Network 3.63% Add +9.0% 24,777 $11.1M
CGN Advisors LLC 1.29% Add +2.3% 24,725 $11.1M
Pinnacle West Asset Management, Inc. 8.58% Reduce -1.5% 24,680 $11.0M
Commonwealth Retirement Investments LLC 5.05% Reduce -0.4% 24,677 $11.0M
Moseley Investment Management Inc. 5.11% Add +0.6% 24,614 $11.0M
Chelsea Counsel Co. 5.49% No change 24,607 $11.0M
Ceeto Capital Group, LLC 4.26% No change 24,555 $11.0M
Washington Trust Advisors, Inc. 1.01% Add +1.5% 24,508 $11.0M
Valley Brook Capital Group, Inc. 8.53% Add +0.5% 24,493 $10.9M
Slagle Financial, LLC 5.61% Add +6.7% 24,467 $10.9M
Parisi Gray Wealth Management 3.92% Reduce -1.3% 24,464 $10.9M
Drive Wealth Management, LLC 2.95% Add +2.3% 24,459 $10.9M
Adirondack Trust Co. 4.46% Reduce -0.3% 24,440 $10.9M
Pekin Hardy Strauss, Inc. 1.51% Add +0.4% 24,430 $10.9M
North Growth Management Ltd. 2.15% No change 24,000 $10.9M
Schonfeld Strategic Advisors LLC 0.08% Reduce -42.9% 24,378 $10.9M
NFSG Corp 4.05% Add +6.3% 24,328 $10.9M
Sax Wealth Advisors, LLC 1.04% Add +28.3% 24,313 $10.9M
Ar Asset Management Inc. 2.65% No change 24,279 $10.9M
LCNB Corp. 4.04% Reduce -5.8% 24,222 $10.8M
Global Wealth Management Investment Advisory, Inc. 2.52% Add +5.5% 24,218 $10.8M
FWL Investment Management, LLC 5.45% Reduce -3.9% 24,202 $10.8M
Elgethun Capital Management 2.73% Reduce -0.3% 24,191 $10.8M
OMC Financial Services LTD 5.09% Add +2.3% 24,182 $10.8M
Peoples Financial Services Corp. 4.89% Reduce -4.3% 24,174 $10.8M
Ashton Thomas Securities, LLC 2.60% — 23,506 $10.8M
First Command Advisory Services, Inc. 0.11% Add +4.9% 24,135 $10.8M
Independent Solutions Wealth Management, LLC 2.47% Add +0.6% 24,080 $10.8M
Mandatum Life Insurance Co Ltd 3.60% Reduce -16.7% 24,073 $10.8M
Bank Pictet & Cie (asia) Ltd. 3.60% Add +9.2% 24,159 $10.8M
APEIRON CAPITAL Ltd 3.75% New 24,054 $10.8M
Banco BTG Pactual S.A. 2.74% Add +214.3% 25,791 $10.7M
Thrive Wealth Management, LLC 2.10% Reduce -3.3% 23,963 $10.7M
Summit Financial Strategies, Inc. 1.33% Reduce -1.4% 23,913 $10.7M
Aldebaran Capital, LLC 9.98% Add +0.9% 23,906 $10.7M
Chesapeake Asset Management LLC 10.25% Reduce -0.1% 23,904 $10.7M
Trail Ridge Investment Advisors, LLC 5.52% Add +2.2% 23,877 $10.7M
Heartland Bank & Trust Co 6.05% Add +13.4% 23,870 $10.7M
Atlas Brown,Inc. 3.82% Reduce -0.2% 23,837 $10.7M
D'Orazio & Associates, Inc. 1.64% Add +5.1% 23,822 $10.6M
CORDA Investment Management, LLC. 0.86% Add +0.1% 23,772 $10.6M
Canopy Partners, LLC 4.93% Add +2.7% 23,730 $10.6M
Key Client Fiduciary Advisors, LLC 5.36% Reduce -0.2% 23,719 $10.6M
WealthShield Partners, LLC 1.61% Reduce -0.5% 23,703 $10.6M
Hillman Capital Management, Inc. 3.74% Reduce -8.1% 23,675 $10.6M
Annis Gardner Whiting Capital Advisors, LLC 3.00% Add +23.6% 23,640 $10.6M
Centerpoint Advisors, LLC 3.81% Add +1.1% 23,632 $10.6M
Godshalk Welsh Capital Management, Inc. 7.04% Reduce -1.7% 23,622 $10.6M
Ascension Asset Management LLC 5.52% Reduce -3.5% 23,610 $10.6M
Corsair Capital Management, L.P. 1.77% Reduce -1.1% 23,571 $10.5M
Revolve Wealth Partners, LLC 1.73% Reduce -0.2% 23,539 $10.5M
Schneider Downs Wealth Management Advisors, LP 2.34% Reduce -1.4% 23,532 $10.5M
Bey-Douglas LLC 9.73% Reduce -2.3% 23,156 $10.5M
First PREMIER Bank 2.81% Add +4.3% 23,504 $10.5M
Asahi Life Asset Management Co., LTD. 7.22% Reduce -9.8% 23,500 $10.5M
Riverview Capital Advisers, LLC 3.54% Reduce -0.2% 23,489 $10.5M
InTrack Investment Management Inc 7.47% Add +6.1% 23,478 $10.5M
Torque Asset Management LLC 5.40% No change 23,474 $10.5M
Platte River Wealth Advisors, LLC 2.94% Reduce -0.7% 23,451 $10.5M
Leisure Capital Management 4.88% Add +0.1% 23,407 $10.5M
Encompass Wealth Advisors, LLC 2.79% Reduce -0.1% 23,395 $10.5M
First Commonwealth Financial Corp 2.69% Add +4.4% 23,371 $10.4M
Poehling Capital Management, INC. 2.85% Reduce -1.1% 23,311 $10.4M
Ayrshire Capital Management LLC 5.30% Add +0.7% 23,274 $10.4M
Mendel Money Management 4.87% Reduce -4.9% 23,271 $10.4M
Cornerstone Enterprises, LLC 6.90% Add +2.9% 23,264 $10.4M
Oak Hill Wealth Advisors, LLC 3.15% — 23,263 $10.4M
Parkside Investments, LLC 1.64% Reduce -3.7% 23,209 $10.4M
Annandale Capital, LLC 2.16% Reduce -0.2% 23,198 $10.4M
Apexium Financial, LP 0.74% Reduce -6.9% 23,195 $10.4M
AMJ Financial Wealth Management 3.23% Reduce -0.5% 23,190 $10.4M
Frisch Financial Group, Inc. 3.14% Add +2.5% 23,189 $10.4M
Blue Edge Capital, LLC 1.71% Reduce -0.9% 23,170 $10.4M
Gilliland Jeter Wealth Management LLC 3.49% Reduce -2.1% 23,160 $10.4M
Allstate Corp. 0.84% Add +1.0% 23,159 $10.4M
Freedom Investment Management, Inc. 0.85% Add +1.2% 23,150 $10.3M
Trust Co of Kansas 5.41% Reduce -3.4% 23,149 $10.3M
Cerro Pacific Wealth Advisors LLC 3.95% — 23,140 $10.3M
Octavia Wealth Advisors, LLC 1.41% Add +9.0% 23,134 $10.3M
Summit X, LLC 2.32% Add +15.1% 23,069 $10.3M
CV Advisors LLC 5.76% Add +1.0% 23,118 $10.3M
Piscataqua Savings Bank 9.17% Reduce -0.6% 23,096 $10.3M
Eagle Capital Management, LLC 4.55% Reduce -3.2% 23,091 $10.3M
DGS Capital Management, LLC 2.90% Reduce -0.6% 23,088 $10.3M
Capital Advisors Wealth Management, LLC 2.04% Add +7.5% 23,075 $10.3M
Louisbourg Investments Inc. 2.89% Reduce -0.4% 27,404 $10.3M
Wealth Management Partners, LLC 4.99% Reduce -0.6% 22,967 $10.3M
Transcendent Capital Group LLC 5.91% Reduce -1.1% 22,943 $10.3M
Essex Investment Management Co. LLC 1.92% Reduce -10.3% 22,926 $10.2M
Woodward Diversified Capital, LLC 6.01% Add +7.3% 22,925 $10.2M
Lesa Sroufe & Co 9.92% No change 22,861 $10.2M
Agate Pass Investment Management, LLC 5.43% Add +0.2% 22,837 $10.2M
Studio Investment Management LLC 2.32% Add +2.2% 22,834 $10.2M
Delaney Dennis R 5.51% Reduce -2.4% 22,816 $10.2M
Graham Capital Management, L.P. 0.64% Reduce -72.5% 22,807 $10.2M
Stablepoint Partners, LLC 1.97% Reduce -6.5% 23,862 $10.2M
Alera Investment Advisors, LLC 1.22% Add +53.5% 22,761 $10.2M
Chaney Capital Management, Inc. 6.74% Reduce -1.4% 22,749 $10.2M
Compton Wealth Advisory Group, LLC 2.71% Add +2.8% 22,740 $10.2M
Voya Financial Advisors, Inc. 1.15% Add +3.5% 22,388 $10.1M
O'Brien Greene & Co. Inc 3.20% Add +6.8% 22,643 $10.1M
Hutchens & Kramer Investment Management Group, LLC 5.58% Reduce -1.2% 22,136 $10.1M
Foster Group, Inc. 0.40% Add +3.4% 22,615 $10.1M
CVA Family Office, LLC 1.82% Add +2.0% 22,613 $10.1M
Forte Capital LLC 1.22% Reduce -0.3% 22,606 $10.1M
Highline Wealth Partners LLC 3.81% Add +3.4% 22,600 $10.1M
Okabena Investment Services Inc. 3.20% Add +0.7% 22,597 $10.1M
Secure Asset Management, LLC 1.91% Add +33.6% 22,506 $10.1M
My Legacy Advisors, LLC 3.21% Reduce -1.4% 22,474 $10.0M
Crown Wealth Group, LLC 5.02% Add +1.1% 22,472 $10.0M
State of Wyoming 1.65% Add +5.0% 22,471 $10.0M
Blume Capital Management, Inc. 2.43% Reduce -0.3% 22,455 $10.0M
Palo Alto Wealth Advisors, LLC 6.94% Reduce -1.0% 22,450 $10.0M
Seaview Investment Managers LLC 3.02% Reduce -6.9% 22,414 $10.0M
Saranac Partners Ltd 5.96% Reduce -2.2% 22,403 $10.0M
Sierra Summit Advisors LLC 2.47% Add +2.7% 22,296 $10.0M
Pinnacle Bancorp, Inc. 2.94% Reduce -0.6% 22,281 $10.0M
Consolidated Portfolio Review Corp 2.32% Add +7.0% 22,262 $9.9M
Trust Investment Advisors 6.32% Reduce -1.5% 22,253 $9.9M
Diversify Wealth Management, LLC 1.24% — 25,149 $9.9M
Colonial River Investments, LLC 5.35% Add +1.8% 22,227 $9.9M
Tanager Wealth Management LLP 1.48% Add +260.9% 22,203 $9.9M
Resurgent Financial Advisors LLC 6.19% Reduce -5.9% 22,183 $9.9M
Montchanin Asset Management, LLC 9.46% No change 22,136 $9.9M
WT Wealth Management 3.37% Add +3.8% 22,105 $9.9M
Bradley & Co. Private Wealth Management, LLC 7.30% Reduce -2.8% 22,087 $9.9M
Kathmere Capital Management, LLC 1.05% Add +11.7% 22,080 $9.9M
StrongBox Wealth, LLC 4.66% Add +21.0% 22,078 $9.9M
Globeflex Capital L P 1.03% No change 22,042 $9.9M
Horizon Investment Services, LLC 4.63% Reduce -0.5% 21,952 $9.8M
Curbstone Financial Management Corp 2.13% Reduce -3.8% 21,948 $9.8M
Prospector Partners LLC 1.16% Add +0.9% 21,917 $9.8M
MJP Associates Inc. 2.04% Add +5.9% 21,902 $9.8M
Providence Wealth Advisors, LLC 7.80% Add +0.3% 21,671 $9.8M
Alpine Global Management, LLC 1.88% New 21,873 $9.8M
Snider Financial Group 3.77% Add +2.5% 21,850 $9.8M
Accurate Wealth Management, LLC 2.34% Add +14.5% 21,512 $9.8M
Parkwood LLC 1.21% Reduce -47.3% 21,847 $9.8M
WealthPlan Investment Management, LLC 1.48% Add +1.0% 21,847 $9.8M
Sterling Investment Advisors, Ltd. 2.64% Add +1.7% 21,839 $9.8M
Paragon Private Wealth Management, LLC 5.51% Add +43.9% 21,820 $9.8M
Austin Private Wealth, LLC 1.05% Add +3.5% 21,818 $9.8M
Guinness Atkinson Asset Management Inc 4.77% Reduce -0.2% 21,817 $9.8M
Schwerin Boyle Capital Management Inc. 1.02% Reduce -1.4% 21,810 $9.7M
Atlanta Consulting Group Advisors, LLC 2.10% Add +3.8% 21,809 $9.7M
Regatta Capital Group, LLC 2.10% Add +4.1% 21,794 $9.7M
Halbert Hargrove Global Advisors, LLC 0.57% Add +0.3% 21,776 $9.7M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3.70% Reduce -2.1% 21,771 $9.7M
Agur Provident & Training Funds Management Ltd. 2.80% No change 21,722 $9.7M
High Note Wealth, LLC 2.96% Add +6.2% 21,691 $9.7M
Byrne Asset Management LLC 8.08% Reduce -1.2% 21,399 $9.7M
Phoenix Wealth Advisors 4.86% Add +0.8% 21,678 $9.7M
Keystone Wealth Services, LLC 3.01% Add +2.7% 21,662 $9.7M
Investment Partners, LTD. 4.35% Add +0.3% 21,652 $9.7M
Flynn Zito Capital Management, LLC 4.94% Add +7.5% 21,634 $9.7M
Solstein Capital, LLC 6.29% Reduce -1.6% 21,581 $9.6M
Miller Investment Management, LP 1.15% Add +77.3% 21,550 $9.6M
Signet Investment Advisory Group, Inc. 5.16% Reduce -1.3% 21,538 $9.6M
Maxwell Wealth Strategies Inc. 4.71% Add +0.3% 21,523 $9.6M
Orleans Capital Management Corp. 6.11% Reduce -1.0% 21,521 $9.6M
DORCHESTER WEALTH MANAGEMENT Co 1.85% Reduce -10.7% 21,426 $9.6M
Cottage Street Advisors LLC 5.65% Reduce -0.9% 21,425 $9.6M
Alexander Labrunerie & Co., Inc. 5.22% Reduce -1.3% 21,399 $9.6M
Nordwand Advisors, LLC 4.17% Reduce -15.7% 21,382 $9.6M
HBW Advisory Services LLC 1.58% Reduce -3.4% 21,313 $9.5M
Pinnbrook Capital Management LP 2.87% Reduce -64.2% 21,260 $9.5M
Evolutionary Tree Capital Management, LLC 9.77% Reduce -1.3% 21,230 $9.5M
Royal Capital Wealth Management, LLC 7.15% Add +3.0% 21,228 $9.5M
Fruth Investment Management 2.58% Reduce -0.4% 21,227 $9.5M
Integrated Investment Consultants, LLC 2.61% No change 22,531 $9.5M
Buck Wealth Strategies, LLC 2.79% Add +92.3% 21,162 $9.5M
Aft, Forsyth & Sober, LLC 3.24% No change 21,150 $9.5M
IMS Capital Management 4.40% Add +1.1% 22,222 $9.4M
Unison Asset Management LLC 4.78% Add +0.6% 21,115 $9.4M
First Community Trust NA 8.06% Add +2.8% 21,089 $9.4M
Sittner & Nelson, LLC 4.63% Reduce -0.7% 21,049 $9.4M
Sheets Smith Wealth Management 1.12% Reduce -16.0% 20,991 $9.4M
Ami Investment Management Inc. 3.27% Reduce -14.3% 20,982 $9.4M
Lakeshore Financial Planning, Inc. 4.58% Reduce -0.3% 20,978 $9.4M
TBH Global Asset Management, LLC 2.08% Reduce -19.4% 20,960 $9.4M
Tempus Wealth Planning, LLC 3.91% Add +1.3% 20,957 $9.4M
Fusion Capital, LLC 4.27% Reduce -1.9% 20,940 $9.4M
Mount Vernon Associates Inc. 8.32% Reduce -16.5% 20,940 $9.4M
Bluespring Wealth Management, LLC 1.01% Reduce -1.7% 20,926 $9.4M
BRX Global LP 6.87% Reduce -60.0% 20,900 $9.3M
All Terrain Financial Advisors, LLC 3.92% Reduce -0.8% 20,872 $9.3M
Lineweaver Wealth Advisors, LLC 1.93% Add +6.9% 20,844 $9.3M
HHLR Advisors, LTD. 0.23% Reduce -97.0% 20,837 $9.3M
Costello Asset Management, INC 6.94% Add +0.3% 20,831 $9.3M
Commonwealth Financial Services, LLC 1.91% Add +2.1% 19,968 $9.3M
Ashford Capital Management Inc. 1.26% Add +0.6% 20,823 $9.3M
BOK Financial Private Wealth, Inc. 0.68% Reduce -1.2% 20,801 $9.3M
First Pacific Financial 2.39% Add +33.5% 20,777 $9.3M
Congress Park Capital LLC 3.73% Reduce -0.9% 20,770 $9.3M
Trek Financial, LLC 0.74% Add +2.0% 20,763 $9.3M
Townsend Asset Management Corp. /NC/ 3.59% Reduce -0.1% 20,730 $9.3M
Alta Advisers Ltd 4.45% Add +0.5% 20,700 $9.3M
Sculati Wealth Management, LLC 3.97% Reduce -4.2% 20,689 $9.2M
Wealth Management Associates, Inc. 4.33% No change 20,655 $9.2M
Probity Advisors, Inc. 1.91% Reduce -3.4% 20,652 $9.2M
WealthPLAN Partners, LLC 0.99% Add +2.6% 20,626 $9.2M
Martin & Co. Inc. 2.32% Reduce -0.5% 20,597 $9.2M
Baker Tilly Wealth Management, LLC 3.76% Reduce -57.0% 20,590 $9.2M
Wealth Advisors of Tampa Bay, LLC 4.29% Add +0.2% 20,562 $9.2M
Kwmg, LLC 0.99% Add +4.1% 20,540 $9.2M
San Luis Wealth Advisors LLC 2.20% New 20,525 $9.2M
Cowbird Capital LP 10.54% New 20,525 $9.2M
Mitsubishi UFJ Asset Management (UK) Ltd. 4.73% Add +10.8% 20,500 $9.2M
Tradewinds Capital Management, LLC 2.70% Add +4.2% 20,463 $9.1M
Wilkins Investment Counsel Inc. 1.36% Reduce -0.7% 20,455 $9.1M
Leelyn Smith, LLC 1.77% Add +7.6% 20,443 $9.1M
Cascade Financial Partners, LLC 1.20% Add +0.8% 20,437 $9.1M
First Dallas Securities Inc. 4.01% Add +25.9% 20,433 $9.1M
BW Gestao de Investimentos Ltda. 1.20% Add +17.6% 20,423 $9.1M
Security National Bank of So Dak 5.46% Add +1.0% 20,421 $9.1M
LCM Capital Management Inc 5.69% Add +1.6% 20,413 $9.1M
Family Legacy, Inc. 3.27% Reduce -2.2% 20,403 $9.1M
Keudell/Morrison Wealth Management 2.67% Reduce -1.1% 20,400 $9.1M
Everpar Advisors LLC 4.56% Add +19.2% 20,385 $9.1M
Milestone Asset Management, LLC 2.28% Reduce -15.7% 20,377 $9.1M
Prossimo Advisors, LLC 8.24% New 20,360 $9.1M
Hudson Canyon Capital Management 6.15% Reduce -8.1% 20,345 $9.1M
Allegheny Financial Group 2.61% Add +15.9% 20,332 $9.1M
Cable Hill Partners, LLC 0.98% Add +0.7% 20,313 $9.1M
FLC Capital Advisors 2.23% Add +0.7% 20,305 $9.1M
Interchange Capital Partners, LLC 3.33% Add +162.6% 20,244 $9.0M
RBA Wealth Management, LLC 3.62% Reduce -1.9% 20,213 $9.0M
Slow Capital, Inc. 1.46% Add +0.7% 20,190 $9.0M
1776 Wealth LLC 4.06% Add +1.5% 20,186 $9.0M
Kapitalo Investimentos Ltda 2.71% Reduce -18.1% 20,183 $9.0M
New Potomac Partners, LLC 4.92% Reduce -1.3% 20,155 $9.0M
Allen Capital Group, LLC 1.27% Add +1.3% 20,154 $9.0M
Channel Wealth LLC 3.26% Add +5.4% 20,143 $9.0M
Drucker Wealth 3.0, LLC 2.39% — 20,137 $9.0M
Immersion Capital LLP 5.04% Reduce -26.6% 20,130 $9.0M
Nikulski Financial, Inc. 2.86% Add +1.1% 20,129 $9.0M
First County Bank 4.63% Reduce -7.0% 20,127 $9.0M
West Michigan Advisors, LLC 2.86% Add +3.0% 20,120 $9.0M
Castellan Group 4.28% Add +13.8% 20,102 $9.0M
Partners Capital Investment Group, LLP 0.15% New 20,080 $9.0M
Alaethes Wealth, LLC 3.70% Add +1.7% 20,029 $9.0M
a16z Perennial Management, L.P. 0.96% No change 20,012 $8.9M
Bluegrass Capital Partners LP 9.13% No change 20,000 $8.9M
Barbara Oil Co. 3.91% No change 20,000 $8.9M
Kingdon Capital Management, L.L.C. 1.38% Reduce -42.9% 20,000 $8.9M
KG Capital Management 3.09% Add +3.0% 19,970 $8.9M
Trivant Custom Portfolio Group, LLC 5.48% Add +0.1% 19,945 $8.9M
Wealth Effects LLC 3.23% Reduce -1.6% 19,936 $8.9M
RPg Family Wealth Advisory, LLC 2.93% Reduce -1.1% 19,913 $8.9M
Aurora Investment Managers, LLC. 6.37% Reduce -3.4% 19,888 $8.9M
B & T Capital Management DBA Alpha Capital Management 1.73% Reduce -3.9% 19,882 $8.9M
GSG Advisors LLC 3.14% Add +0.3% 19,451 $8.9M
Fairhaven Wealth Management, LLC 2.94% Add +1.5% 19,873 $8.9M
Burford Brothers, Inc. 5.15% Reduce -0.4% 19,837 $8.9M
Gateway Advisory, LLC 1.51% Add +10.7% 19,837 $8.9M
Aft, Forsyth & Company, Inc. 4.35% Add +5.1% 19,837 $8.9M
Arkfeld Wealth Strategies, L.L.C. 4.50% Add +5.2% 19,014 $8.9M
Charles Schwab Trust Co 0.82% Add +46.0% 19,804 $8.9M
EagleClaw Capital Managment, LLC 1.59% Reduce -1.5% 19,782 $8.8M
Brooks, Moore & Associates, Inc. 5.68% Reduce -3.0% 19,748 $8.8M
Mattson Financial Services, LLC 3.14% — 19,745 $8.8M
Clarus Group, Inc. 3.90% Add +3.7% 19,743 $8.8M
Hengehold Capital Management LLC 0.92% Reduce -13.2% 19,740 $8.8M
Alkeme Wealth, LLC 4.21% Reduce -10.1% 19,731 $8.8M
Alcosta Capital Management, Inc. 5.43% Reduce -0.6% 19,703 $8.8M
Wealth Group, Ltd. 6.31% Reduce -0.1% 19,689 $8.8M
Gries Financial LLC 1.81% Reduce -30.3% 19,683 $8.8M
Insight Advisors, LLC/ PA 1.61% Add +0.5% 19,653 $8.8M
Cromwell Holdings LLC 5.25% — 19,625 $8.8M
Cornell Pochily Investment Advisors, Inc. 3.33% Reduce -0.3% 19,618 $8.8M
Windle Wealth, LLC 5.34% Reduce -1.8% 19,609 $8.8M
Sivia Capital Partners, LLC 5.85% Add +2.0% 19,577 $8.7M
DeDora Capital, Inc. 2.68% Add +0.9% 19,541 $8.7M
Beacon Financial Group 1.00% Add +3.0% 19,539 $8.7M
Debussy Capital Management LP 2.49% Add +5.2% 19,531 $8.7M
Berry Wealth Group, LP 6.97% Add +3.0% 19,531 $8.7M
Spirit of America Management Corp. 1.77% No change 19,499 $8.7M
Fairfield Financial Advisors, LTD 2.57% — 19,492 $8.7M
Bcwm, LLC 3.13% Reduce -1.4% 19,489 $8.7M
Boxwood Ventures, Inc. 13.98% No change 19,474 $8.7M
Kolinsky Wealth Management, LLC 6.23% Add +5.0% 19,467 $8.7M
CYBER HORNET ETFs LLC 9.47% Add +1.8% 19,461 $8.7M
Contravisory Investment Management, Inc. 1.93% Reduce -0.9% 19,453 $8.7M
MTM Investment Management, LLC 3.56% Reduce -0.1% 19,417 $8.7M
Capital Insight Partners, LLC 1.64% Reduce -4.9% 19,400 $8.7M
Carlson Capital Management 0.41% Add +0.0% 19,386 $8.7M
Adero Partners, LLC 0.63% Add +1.4% 19,383 $8.7M
Clarity Capital Partners LLC 5.31% Add +4.2% 19,375 $8.7M
Bouvel Investment Partners, LLC 3.35% Reduce -0.3% 19,366 $8.7M
Bluesphere Advisors LLC 4.40% Add +6.2% 19,336 $8.6M
TTP Investments, Inc. 3.24% Add +5.2% 19,327 $8.6M
Lindenwold Advisors, INC 4.61% Reduce -1.1% 19,305 $8.6M
Susquehanna Fundamental Investments, LLC 0.20% New 19,300 $8.6M
626 Financial, LLC 5.01% Add +0.3% 19,299 $8.6M
Cumberland Advisors Inc. 3.53% Reduce -2.3% 19,280 $8.6M
Bangor Savings Bank 0.86% Add +2.7% 19,269 $8.6M
Prosperity Wealth Management, Inc. 4.23% Add +3.0% 19,248 $8.6M
Wealth Alliance Advisory Group, LLC 1.93% Add +0.1% 19,212 $8.6M
Grafton Street Partners Fund, LP 7.19% No change 19,194 $8.6M
Palmer Knight Co 4.10% Reduce -0.1% 19,192 $8.6M
Marino, Stram & Associates LLC 2.10% Reduce -13.9% 19,184 $8.6M
Socorro Asset Management LP 3.33% Reduce -8.5% 19,150 $8.6M
Corundum Group, Inc. 3.33% Add +8.2% 19,092 $8.5M
Scott Capital Advisors, LLC 2.52% Reduce -0.1% 18,567 $8.5M
GFG Capital, LLC 2.32% Add +2.4% 19,065 $8.5M
Peoples Bank 6.64% Reduce -1.1% 19,039 $8.5M
Intrua Financial, LLC 1.38% Add +3.0% 19,026 $8.5M
Cambridge Financial Group, Inc. 3.82% Reduce -3.4% 18,992 $8.5M
Vectors Research Management, LLC 2.60% Add +2.3% 18,982 $8.5M
Carl P. Sherr & Co., LLC 4.73% Add +0.1% 18,958 $8.5M
Coppell Advisory Solutions LLC 1.40% — 18,941 $8.5M
Evermay Wealth Management LLC 1.36% Reduce -0.7% 18,935 $8.5M
Mraz, Amerine & Associates, Inc. 1.74% Reduce -2.0% 18,928 $8.5M
Promethos Capital, LLC 3.19% Add +135.9% 18,870 $8.4M
Aspen Investment Management Inc 4.21% Add +0.7% 18,856 $8.4M
MBL Wealth, LLC 0.94% Reduce -0.7% 18,851 $8.4M
Fortune Financial Advisors, LLC 5.16% Add +4.9% 18,837 $8.4M
HHM Wealth Advisors, LLC 1.26% Add +8.9% 18,794 $8.4M
PGIM Custom Harvest LLC 0.19% Add +19.0% 18,754 $8.4M
McBroom & Associates, LLC 5.24% Add +1.3% 18,727 $8.4M
Provenance Wealth Advisors, LLC 1.17% Add +0.5% 18,720 $8.4M
NWK Group, Inc. 3.51% Reduce -0.1% 18,712 $8.4M
Northcape Wealth Management, LLC 3.01% Add +1.6% 18,710 $8.4M
Core Wealth Partners LLC 5.71% Add +0.1% 18,693 $8.4M
West Family Investments, Inc. 2.50% Add +2.2% 18,693 $8.4M
Bennett Selby Investments LP 3.75% Add +1.1% 18,666 $8.3M
Accredited Investors Inc. 0.52% Add +2.5% 18,651 $8.3M
First United Bank & Trust 3.09% Reduce -1.1% 18,597 $8.3M
Emprise Bank 5.12% Reduce -2.4% 18,573 $8.3M
Riggs Asset Managment Co. Inc. 2.47% Reduce -0.2% 18,569 $8.3M
Abacus Planning Group, Inc. 1.61% Add +10.6% 18,549 $8.3M
Mechanics Financial Corp 4.25% Reduce -0.3% 18,527 $8.3M
Sfm, LLC 6.23% Reduce -2.5% 18,519 $8.3M
Autumn Glory Partners, LLC 4.22% Add +1.6% 18,503 $8.3M
FSM Wealth Advisors, LLC 2.77% Add +1.3% 18,481 $8.3M
Acropolis Investment Management, LLC 0.52% Add +3.6% 18,450 $8.2M
Apriem Advisors 1.01% Add +1.9% 18,414 $8.2M
Ahl Investment Management, Inc. 6.03% Reduce -2.1% 18,400 $8.2M
Raelipskie Partnership 4.39% Reduce -4.0% 18,390 $8.2M
Breakwater Capital Group 1.87% Add +3.7% 18,390 $8.2M
Darden Wealth Group Inc 4.97% Add +5.3% 18,387 $8.2M
SFE Investment Counsel 1.82% Add +5.2% 18,379 $8.2M
Retirement Planning Group, LLC 0.52% Add +15.6% 18,328 $8.2M
Thematics Asset Management 0.33% Reduce -4.5% 18,282 $8.2M
Savvy Advisors, Inc. 2.66% Add +74.0% 18,264 $8.2M
Institutional & Family Asset Management, LLC 1.25% Reduce -0.6% 18,264 $8.2M
Beta Wealth Group, Inc. 3.87% Add +1.0% 18,256 $8.2M
Brown Capital Management LLC 0.16% Reduce -13.1% 18,240 $8.2M
Liberty Wealth Management LLC 1.49% Add +594.5% 123,290 $8.1M
Emerald Advisers, LLC 0.34% Reduce -1.5% 18,200 $8.1M
Janiczek Wealth Management, LLC 1.70% Reduce -5.4% 18,157 $8.1M
Creegan & Nassoura Financial Group, LLC 5.56% Reduce -0.3% 18,128 $8.1M
S&T Bank 2.06% Reduce -18.5% 18,126 $8.1M
Helios Capital Management Pte. Ltd. 5.28% No change 18,125 $8.1M
First Business Financial Services, Inc. 0.86% Add +3.4% 18,106 $8.1M
Arax Advisory Partners 0.79% Add +48.9% 18,096 $8.1M
Intellectus Partners, LLC 2.21% Reduce -10.6% 18,070 $8.1M
Beaton Management Co. Inc. 4.34% Add +0.0% 18,062 $8.1M
WealthBridge Investment Counsel Inc. 3.09% Add +4.9% 18,058 $8.1M
Prosperity Financial Group, Inc. 5.10% Add +1.4% 18,049 $8.1M
Bank of Stockton 2.56% Reduce -0.2% 18,048 $8.1M
Advisors Management Group Inc. 2.01% Reduce -27.1% 18,034 $8.1M
Northwest Bank & Trust Co 6.73% Reduce -1.0% 18,026 $8.1M
Peninsula Asset Management Inc. 4.43% Add +1.1% 18,013 $8.1M
Wharton Business Group, LLC 0.42% Reduce -2.9% 17,993 $8.0M
IronBridge Private Wealth, LLC 3.01% Reduce -1.1% 17,991 $8.0M
Andrew Hill Investment Advisors, Inc. 6.68% Add +7.7% 17,986 $8.0M
Ranch Capital Advisors Inc. 4.19% Add +1.6% 17,935 $8.0M
Inspire Trust Co, N.A. 2.65% Add +90.1% 17,930 $8.0M
United Advisor Group, LLC 2.49% Add +4.4% 17,929 $8.0M
Bull Street Advisors, LLC 3.86% Reduce -0.2% 17,915 $8.0M
Mosaic Financial Group, LLC 5.75% Reduce -0.3% 17,911 $8.0M
US Asset Management LLC 7.22% Reduce -3.2% 17,891 $8.0M
Synergy Financial Group, LTD 8.38% Reduce -3.0% 17,886 $8.0M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.97% Reduce -3.5% 17,872 $8.0M
Lifeworks Advisors, LLC 2.22% Add +29.1% 17,859 $8.0M
Atwater Malick LLC 2.75% Add +2.2% 17,854 $8.0M
Lynch Asset Management, Inc. 3.41% No change 17,850 $8.0M
Kowal Investment Group, LLC 1.59% Add +4.6% 17,848 $8.0M
Cape Ann Savings Bank 4.94% Reduce -2.7% 17,831 $8.0M
Aristides Capital LLC 3.33% No change 17,810 $8.0M
Freemont Management S.A. 4.60% Reduce -83.1% 17,800 $8.0M
Highview Capital Management LLC 3.31% Add +5.7% 17,799 $8.0M
Schrum Private Wealth Management LLC 7.17% Reduce -0.5% 17,795 $8.0M
Aveo Capital Partners, LLC 0.90% Reduce -44.0% 17,788 $8.0M
NWF Advisory Services Inc. 1.26% Add +6.0% 17,767 $7.9M
Northwest Financial Advisors 8.07% Reduce -0.2% 17,762 $7.9M
Harbert Fund Advisors, LLC 6.38% No change 17,750 $7.9M
Walkner Condon Financial Advisors LLC 1.71% Reduce -1.0% 17,735 $7.9M
Matisse Capital 3.92% Reduce -4.5% 17,720 $7.9M
Beaumont Asset Management, L.L.C. 5.09% Add +0.1% 17,719 $7.9M
Carlson Capital, L.P. 1.24% Reduce -57.9% 17,700 $7.9M
Mathes Company, Inc. 2.89% Reduce -0.3% 17,668 $7.9M
Transamerica Financial Advisors, LLC 0.84% No change 17,661 $7.9M
United Bank 3.94% Add +0.3% 17,648 $7.9M
United Community Bank 3.19% Reduce -7.4% 17,632 $7.9M
Old Mission Investment Co LLC 2.56% Add +0.9% 17,619 $7.9M
Madison Park Capital Advisors, LLC 6.58% Add +23.9% 17,610 $7.9M
JSF Financial, LLC 2.41% Add +3.9% 17,605 $7.9M
Capital Advisors, Ltd. LLC 1.02% Add +0.9% 17,593 $7.9M
Bank of Marin 6.78% Reduce -1.9% 17,591 $7.9M
Central Valley Advisors, LLC 3.36% Add +2.0% 19,953 $7.9M
Tower View Wealth Management LLC 4.51% Add +0.6% 17,581 $7.9M
WD Rutherford LLC 3.94% Reduce -2.4% 17,539 $7.8M
Bienville Capital Management, LLC 1.88% Add +1.0% 17,539 $7.8M
Summit Place Financial Advisors, LLC 4.63% Reduce -1.4% 17,530 $7.8M
New Age Alpha Advisors, LLC 4.36% Add +16.8% 17,523 $7.8M
Garrison Bradford & Associates Inc. 8.04% Add +1.4% 17,514 $7.8M
Peloton Wealth Strategists 3.27% Add +0.4% 17,499 $7.8M
Kinsale Capital Group, Inc. 2.71% Add +18.4% 17,471 $7.8M
S. R. Schill & Associates 3.41% Add +0.2% 17,429 $7.8M
Bank & Trust Co 6.62% — 17,427 $7.8M
Trinity Legacy Partners, LLC 2.21% Add +0.6% 17,395 $7.8M
BSW Wealth Partners 1.28% Add +2.1% 17,391 $7.8M
Optimum Investment Advisors 3.48% Reduce -2.0% 17,370 $7.8M
First Financial Corp. 3.95% Reduce -4.0% 17,352 $7.8M
Blue Zone Wealth Advisors, LLC 2.67% Add +0.1% 17,336 $7.7M
Private Capital Management LLC 1.54% Add +1.7% 17,323 $7.7M
American Trust Investment Advisors, LLC 3.76% Reduce -0.1% 17,314 $7.7M
Scissortail Wealth Management, LLC 1.97% Add +14.3% 17,299 $7.7M
Laidlaw Wealth Management LLC 4.24% Reduce -2.5% 17,277 $7.7M
Pettee Investors, Inc. 3.72% Reduce -3.2% 17,269 $7.7M
Financial Management Network Inc. 1.85% Reduce -2.8% 16,488 $7.7M
Herbst Group, LLC 4.69% Reduce -3.1% 17,246 $7.7M
Vanderbilt University 1.61% Add +34.9% 17,233 $7.7M
Millennium Capital Advisors, LLC 5.12% Reduce -0.4% 17,232 $7.7M
Triasima Portfolio Management inc. 0.70% Add +19.1% 17,208 $7.7M
Jackson, Grant Investment Advisers, Inc. 3.10% Reduce -2.3% 17,200 $7.7M
St. Johns Investment Management Company, LLC 3.65% Add +3.3% 17,187 $7.7M
MRA Advisory Group 4.39% Add +0.7% 17,182 $7.7M
Union Savings Bank 4.03% Reduce -3.4% 17,168 $7.7M
Atlas Private Wealth Advisors 1.25% Add +102.2% 17,162 $7.7M
Shayne & Jacobs, LLC 2.13% Add +1.8% 17,163 $7.7M
ORG Partners LLC 0.95% Add +2297.6% 16,783 $7.7M
Callan Family Office, LLC 1.47% Add +195.4% 17,119 $7.7M
Steamboat Capital Partners, LLC 2.80% Reduce -5.6% 17,075 $7.6M
Adams Wealth Management 1.76% Reduce -2.7% 17,060 $7.6M
CacheTech Inc. 1.76% — 17,060 $7.6M
NCM Capital Management, LLC 4.00% Add +1.9% 17,056 $7.6M
Duff & Phelps Investment Management Co. 0.10% Reduce -57.0% 17,049 $7.6M
Addison Capital Co 3.30% Add +10.4% 17,038 $7.6M
Coastal Bridge Advisors, LLC 1.89% Add +2.8% 17,023 $7.6M
CWS Financial Advisors, LLC 2.99% Add +3.1% 17,016 $7.6M
Monetta Financial Services Inc. 6.57% No change 17,000 $7.6M
Palogic Value Management, L.P. 3.22% Reduce -0.4% 16,990 $7.6M
Cynosure Group, LLC 1.22% Add +27.1% 16,962 $7.6M
Guardian Investment Management 5.42% Add +13.4% 16,961 $7.6M
Hixon Zuercher, LLC 3.19% Reduce -19.1% 16,957 $7.6M
Hel Ved Capital Management Ltd 2.62% Reduce -0.3% 16,915 $7.6M
Verity Asset Management, Inc. 2.96% Add +100.8% 16,898 $7.6M
Ramirez Asset Management, Inc. 1.53% Add +0.0% 16,853 $7.5M
Linden Thomas Advisory Services, LLC 1.16% Add +20.7% 16,825 $7.5M
McGowan Group Asset Management, Inc. 1.07% Add +2.3% 16,815 $7.5M
Crescent Park Management, L.P. 3.72% Reduce -32.2% 16,761 $7.5M
Capital Advantage, Inc. 1.53% Add +0.3% 16,027 $7.5M
Dohj, LLC 1.87% Add +10.3% 16,709 $7.5M
Freedom Day Solutions, LLC 2.52% Reduce -0.2% 16,701 $7.5M
Grey Ledge Advisors, LLC 2.04% Add +0.4% 16,696 $7.5M
ROI Financial Advisors, LLC 5.41% Reduce -0.3% 16,609 $7.5M
Eley Financial Management, Inc 3.16% Reduce -1.2% 16,673 $7.5M
Canton Hathaway, LLC 2.04% No change 16,661 $7.4M
Martin Capital Partners, LLC 3.01% Reduce -4.2% 16,656 $7.4M
Addison Advisors LLC 2.40% Add +6.3% 16,643 $7.4M
Central Asset Investments & Management Holdings (HK) Ltd 5.19% Add +53.0% 16,641 $7.4M
Widmann Financial Services, Inc. 6.05% Reduce -3.6% 16,640 $7.4M
Strengthening Families & Communities, LLC 2.13% New 16,628 $7.4M
Aprio Wealth Management, LLC 1.35% Reduce -3.1% 16,614 $7.4M
Bell & Brown Wealth Advisors, LLC 2.84% Add +7.2% 16,607 $7.4M
Aperture Investors, LLC 1.09% Reduce -45.2% 16,593 $7.4M
Prelude Capital Management, LLC 0.62% Reduce -34.5% 16,591 $7.4M
KLCM Advisors, Inc. 0.92% Add +3.1% 16,584 $7.4M
Sitrin Capital Management LLC 3.94% Add +0.2% 16,581 $7.4M
Cloverfields Capital Group, LP 2.50% Reduce -0.8% 16,546 $7.4M
Madison Wealth Partners, Inc 2.53% Reduce -1.2% 16,534 $7.4M
Norway Savings Bank 4.21% Add +7.0% 16,527 $7.4M
Peterson Wealth Services 2.57% Add +1.6% 16,463 $7.4M
Ayalon Insurance Comp Ltd. 2.42% Reduce -3.0% 16,426 $7.3M
Cox Capital Mgt LLC 4.44% Reduce -0.6% 16,424 $7.3M
Park Place Capital Corp 2.34% Reduce -10.2% 16,418 $7.3M
Sweeney & Michel, LLC 3.13% Reduce -0.2% 15,961 $7.3M
RiverPark Advisors, LLC 6.07% Reduce -2.1% 16,408 $7.3M
Essex LLC 1.64% Reduce -0.9% 16,406 $7.3M
Aerodigm Wealth, LLC 3.36% Reduce -47.8% 16,354 $7.3M
Stolper Co 2.57% Add +0.3% 16,344 $7.3M
Boltwood Capital Management 2.28% Reduce -4.2% 16,302 $7.3M
GS Investments, Inc. 3.44% Reduce -0.3% 16,288 $7.3M
Atom Investors LP 0.73% Reduce -8.6% 16,278 $7.3M
Security National Bank of Sioux City Iowa 5.24% Reduce -2.6% 16,267 $7.3M
WP Advisors, LLC 2.32% Add +4.4% 16,266 $7.3M
Wunderlich Capital Managemnt 3.24% Reduce -0.0% 16,248 $7.3M
C2C Wealth Management, LLC 7.10% No change 16,237 $7.3M
Wealth Architects, LLC 0.89% Reduce -7.8% 16,234 $7.3M
Graybill Wealth Management, LTD. 2.94% Add +13.5% 16,234 $7.3M
Wealth Dimensions Group, Ltd. 2.07% Reduce -2.1% 16,217 $7.2M
Garrison Point Advisors, LLC 4.78% Reduce -2.4% 16,189 $7.2M
Banco de Sabadell, S.A 5.30% Reduce -1.9% 16,169 $7.2M
S.A. Mason LLC 4.10% Reduce -0.8% 16,151 $7.2M
Marest Capital, LLC 6.41% Add +0.2% 16,133 $7.2M
Chemistry Wealth Management LLC 1.86% Add +5.3% 16,132 $7.2M
Redhawk Wealth Advisors, Inc. 1.10% Add +15.2% 16,125 $7.2M
Dillon & Associates Inc. 1.05% Add +3.3% 16,119 $7.2M
3Chopt Investment Partners, LLC 2.20% Add +10.7% 16,114 $7.2M
Morgens Waterfall Vintiadis & Co. Inc. 5.47% Reduce -8.5% 16,100 $7.2M
Boothbay Fund Management, LLC 0.25% Reduce -75.2% 16,097 $7.2M
Hazlett, Burt & Watson, Inc. 3.70% Add +1.7% 16,075 $7.2M
Lee Financial Co 1.17% Add +0.1% 16,069 $7.2M
Convergence Financial, LLC 1.90% New 16,053 $7.2M
Summit Asset Management, LLC 0.85% Add +5.1% 16,024 $7.2M
Ballast, Inc. 2.20% Add +1.1% 15,973 $7.1M
Tiff Advisory Services, LLC 2.46% New 15,972 $7.1M
Amarillo National Bank 1.36% Reduce -12.1% 15,965 $7.1M
Strategic Financial Services, Inc. 0.45% Reduce -0.5% 15,919 $7.1M
Opinicus Capital, Inc. 6.01% Add +0.8% 15,917 $7.1M
Cordgrass Capital Advisors, LLC 2.23% Reduce -1.2% 15,902 $7.1M
MSH Capital Advisors LLC 2.37% Add +0.1% 15,897 $7.1M
RFP Financial Group LLC 2.63% Reduce -9.5% 15,879 $7.1M
Physician Wealth Advisors, Inc. 1.31% Add +0.5% 15,771 $7.1M
Accretive Wealth Partners, LLC 2.96% Add +5.5% 15,840 $7.1M
Burr Financial Services, LLC 4.94% Reduce -10.4% 15,838 $7.1M
Diversified, LLC 0.83% Add +26.7% 15,837 $7.1M
Seldon Capital LP 3.96% No change 15,834 $7.1M
Sound Income Strategies, LLC 0.49% Add +12.5% 15,830 $7.1M
Prairie Sky Financial Group LLC 4.39% Reduce -4.9% 15,801 $7.1M
Gray Wealth Management Inc. 3.05% Add +1.5% 15,794 $7.1M
Crescent Grove Advisors, LLC 0.77% Reduce -22.5% 15,774 $7.1M
Arvin Capital Management LP 3.03% Add +67.2% 15,770 $7.0M
Legato Capital Management LLC 0.95% Reduce -23.8% 15,746 $7.0M
Kampmann Melissa S. 5.14% Reduce -2.0% 15,745 $7.0M
Granite Bay Wealth Management, LLC 3.77% Add +17.0% 15,744 $7.0M
Sweet Financial Partners, LLC 1.61% Add +2.0% 15,738 $7.0M
Atticus Wealth Management, LLC 2.30% Reduce -4.7% 15,727 $7.0M
Acorn Wealth Advisors, LLC 3.47% Add +3.5% 15,717 $7.0M
Invst, LLC 0.77% Add +14.3% 15,378 $7.0M
Graves Light Lenhart Wealth, Inc. 0.80% Add +0.3% 15,369 $7.0M
Noesis Capital Mangement Corp. 1.56% Add +2.5% 15,704 $7.0M
Watchman Group, Inc. 2.24% Add +1.3% 15,689 $7.0M
SkyOak Wealth, LLC 1.63% Reduce -3.4% 15,661 $7.0M
Sugarloaf Wealth Management, LLC 1.25% Add +0.6% 15,659 $7.0M
Ewa, LLC 2.90% Add +13.6% 15,724 $7.0M
Silver Oak Securities, Incorporated 1.05% Add +7.5% 15,637 $7.0M
Howard Financial Services, LTD. 1.14% Reduce -4.2% 15,626 $7.0M
Schwarz Dygos Wheeler Investment Advisors LLC 1.93% Reduce -0.0% 15,609 $7.0M
Ridgecrest Wealth Partners, LLC 4.20% Add +2.8% 15,608 $7.0M
Harel Insurance Investments & Financial Services Ltd. 0.13% Reduce -2.5% 15,411 $7.0M
Pineridge Advisors LLC 2.37% Add +0.1% 15,549 $6.9M
Aviso Wealth Management 4.12% Reduce -0.4% 15,541 $6.9M
WJ Wealth Management, LLC 2.53% Add +20.4% 15,540 $6.9M
Am Investment Strategies LLC 1.71% Add +1.3% 15,508 $6.9M
Curated Wealth Partners LLC 0.97% — 15,500 $6.9M
Sterling Investment Counsel, LLC 2.73% Add +4.5% 15,488 $6.9M
Financial Avengers, Inc. 3.67% Add +0.1% 15,474 $6.9M
WNY Asset Management, LLC 0.92% Reduce -0.7% 15,460 $6.9M
ICW Investment Advisors LLC 3.14% Reduce -2.3% 15,456 $6.9M
Harbor Advisory Corp. 2.39% Add +7.5% 15,453 $6.9M
AXS Investments LLC 1.92% Reduce -32.8% 15,402 $6.9M
Legal Advantage Investments, Inc. 3.96% No change 15,366 $6.9M
Legacy CG, LLC 2.34% Reduce -2.9% 15,351 $6.9M
First Heartland Consultants, Inc. 0.68% Add +3.8% 15,341 $6.9M
Duncan Williams Asset Management, LLC 5.77% Reduce -7.8% 15,314 $6.8M
Modus Advisors, LLC 2.42% Add +0.7% 15,301 $6.8M
W.H. Cornerstone Investments Inc. 4.85% Add +0.5% 15,298 $6.8M
Somerset Group LLC 6.07% Add +2.9% 15,299 $6.8M
Centennial Bank 3.35% Reduce -0.4% 15,289 $6.8M
Regency Capital Management Inc.\DE 4.40% Add +1.4% 15,282 $6.8M
HBC Financial Services, PLLC 4.35% Reduce -0.9% 16,005 $6.8M
Point72 (DIFC) Ltd 0.60% New 15,269 $6.8M
Centric Wealth Management 1.97% Add +0.3% 16,044 $6.8M
1858 Wealth Management, LLC 5.66% Add +1.0% 15,261 $6.8M
Concorde Financial Corp 4.47% Add +425.3% 15,233 $6.8M
Red Lighthouse Investment Management, LLC 2.85% Add +0.0% 15,209 $6.8M
Werlinich Asset Management, LLC 4.23% No change 15,000 $6.8M
waypoint wealth counsel 5.20% Add +0.9% 15,198 $6.8M
W Advisors, LLC 4.45% Add +0.1% 15,191 $6.8M
Wittenberg Investment Management, Inc. 2.34% No change 15,189 $6.8M
Vista Investment Partners LLC 2.27% Reduce -3.8% 15,187 $6.8M
Granite Group Advisors, LLC 5.13% Reduce -1.3% 15,166 $6.8M
Owen LaRue, LLC 4.19% Reduce -12.1% 15,145 $6.8M
Investors Asset Management of Georgia Inc. /Ga/ 3.30% Reduce -1.6% 15,144 $6.8M
Quadrant Private Wealth Management, LLC 1.55% Reduce -33.7% 15,136 $6.8M
Stiles Financial Services Inc 2.60% Add +1.2% 15,131 $6.8M
Shilanski & Associates, Inc. 2.27% Reduce -0.3% 15,124 $6.8M
Gradient Capital Advisors, LLC 2.42% Reduce -1.0% 15,122 $6.8M
Home Federal Bank of Tennessee 2.06% Add +0.7% 15,115 $6.8M
LBMC Investment Advisors, LLC 0.59% Add +17.8% 15,111 $6.8M
Weaver Consulting Group 2.36% Reduce -0.1% 15,106 $6.8M
Altman Advisors, Inc. 3.84% Add +6.7% 15,100 $6.7M
TFB Advisors LLC 2.20% Add +7.8% 15,099 $6.7M
Lazari Capital Management, Inc. 3.04% Add +5.4% 15,087 $6.7M
Global Financial Private Client, LLC 2.82% Add +0.3% 15,067 $6.7M
Palumbo Wealth Management LLC 2.85% Add +3.5% 15,066 $6.7M
Concentrum Wealth Management 2.83% Add +2.5% 15,049 $6.7M
Financial Advisors, LLC 1.37% Reduce -29.7% 15,041 $6.7M
Adams Asset Advisors, LLC 0.90% Reduce -0.5% 15,032 $6.7M
Glynn Capital Management LLC 1.36% No change 15,022 $6.7M
New Republic Capital, LLC 3.37% Add +13.3% 15,018 $6.7M
Metavasi Capital LP 3.70% New 15,000 $6.7M
Point Windward Advisors Inc. 2.76% Reduce -1.9% 14,976 $6.7M
McAdam, LLC 0.40% Add +9.0% 14,946 $6.7M
Citadel Investment Advisory, Inc. 3.81% No change 14,944 $6.7M
Viawealth, LLC 4.13% Reduce -0.2% 14,912 $6.7M
Quantbot Technologies LP 0.32% Reduce -30.9% 14,900 $6.7M
Angeles Investment Advisors, LLC 0.34% Add +25.1% 14,897 $6.7M
Evergreen Private Wealth LLC 3.28% Add +1.5% 14,877 $6.6M
Connective Capital Management, LLC 12.48% Reduce -18.9% 14,848 $6.6M
Sovereign Financial Group, Inc. 1.65% Add +8.5% 14,844 $6.6M
Consilium Wealth Advisory, LLC 3.62% Add +2.3% 14,829 $6.6M
New Century Financial Group, LLC 2.81% Add +26.5% 14,821 $6.6M
LexAurum Advisors, LLC 1.63% Reduce -2.0% 14,816 $6.6M
VCI Wealth Management LLC 3.27% Add +100.0% 14,783 $6.6M
SC&H Financial Advisors, Inc. 1.62% Add +1.7% 14,766 $6.6M
Harvey Investment Co. LLC 0.79% Reduce -1.1% 14,764 $6.6M
Colton Groome Financial Advisors, LLC 2.60% Add +1.9% 14,757 $6.6M
Sage Rhino Capital LLC 1.57% Reduce -5.9% 14,753 $6.6M
Center For Asset Management LLC 4.36% Add +7.2% 14,752 $6.6M
Neo Ivy Capital Management 1.29% — 14,752 $6.6M
Morton Community Bank 1.86% Add +3.6% 14,710 $6.6M
Lane & Associates LLC 3.87% Add +80.1% 14,699 $6.6M
Empirical Asset Management, LLC 2.47% Add +377.1% 120,854 $6.6M
Stanley Capital Management, LLC 1.34% New 14,695 $6.6M
Lewis Asset Management, LLC 5.02% Add +0.7% 14,692 $6.6M
Dempze Nancy E 4.51% Add +3.6% 14,692 $6.6M
Marion Wealth Management 1.93% Add +0.1% 14,670 $6.6M
Long Run Wealth Advisors, LLC 1.66% Reduce -2.6% 14,655 $6.6M
Kerrisdale Advisers, LLC 2.05% No change 14,655 $6.6M
Comprehensive Financial Consultants Institutional, Inc. 2.57% Add +1.6% 14,635 $6.5M
Bay Rivers Group 3.40% Add +7.4% 14,634 $6.5M
Gilman Hill Asset Management, LLC 1.18% Reduce -18.9% 14,628 $6.5M
Waterfront Wealth Inc. 1.77% Reduce -2.0% 14,616 $6.5M
Onyx Bridge Wealth Group LLC 1.07% Add +1.1% 14,602 $6.5M
Alta Fox Capital Management, LLC 4.14% No change 14,600 $6.5M
Rockport Wealth LLC 2.75% Add +1.0% 14,591 $6.5M
Perkins Capital Management Inc. 6.14% Reduce -3.6% 14,576 $6.5M
Eisler Capital (US) LLC 1.23% Add +25.3% 14,576 $6.5M
Fernwood Investment Management, LLC 2.02% Reduce -21.8% 14,563 $6.5M
Cetera Trust Company, N.A 4.09% Reduce -6.9% 14,562 $6.5M
Jmac Enterprises LLC 1.14% Reduce -1.9% 14,558 $6.5M
Mitchell & Pahl Private Wealth, LLC 3.43% Reduce -1.6% 14,550 $6.5M
HAP Trading, LLC 2.83% New 14,534 $6.5M
Barr E S & Co. 0.43% Add +0.4% 14,530 $6.5M
Integris Wealth Management, LLC 1.87% Reduce -1.4% 14,522 $6.5M
Aljian Capital Management, LLC 2.15% Reduce -0.0% 14,491 $6.5M
Ables, Iannone, Moore & Associates, Inc. 4.28% Reduce -0.6% 14,478 $6.5M
Prudent Man Advisors, LLC 2.29% Add +3.7% 14,475 $6.5M
Lakehouse Capital Pty Ltd 4.53% No change 14,472 $6.5M
Capstone Financial Advisors, Inc. 0.43% Reduce -0.4% 14,470 $6.5M
Pinnacle Wealth Management Group, Inc. 4.37% Reduce -0.5% 14,465 $6.5M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 4.20% Add +0.8% 14,460 $6.5M
Arbor Trust Wealth Advisors, LLC 3.39% Reduce -0.9% 14,436 $6.5M
Steele Capital Management, Inc. 0.36% Add +1.6% 14,435 $6.5M
First National Bank of Hutchinson 4.12% Reduce -0.4% 14,424 $6.4M
Waddell & Associates, LLC 0.85% Reduce -0.5% 14,411 $6.4M
Bowman & Co S.C. 3.74% Add +7.3% 14,397 $6.4M
Maia Wealth LLC 1.94% — 14,174 $6.4M
Hourglass Capital, LLC 1.91% Reduce -0.2% 14,393 $6.4M
Traveka Wealth, LLC 3.14% Add +1.7% 14,388 $6.4M
Murphy Pohlad Asset Management LLC 2.77% Reduce -11.8% 14,369 $6.4M
Saxon Interests, Inc. 3.05% Add +0.7% 14,367 $6.4M
Berkeley Capital Partners, LLC 1.93% Add +3.1% 14,348 $6.4M
SignalPoint Asset Management, LLC 1.71% Reduce -10.3% 14,345 $6.4M
Reik & Co., LLC 1.66% No change 14,335 $6.4M
Lodestone Wealth Management LLC 3.37% Add +0.5% 14,307 $6.4M
Port Capital LLC 0.32% Reduce -0.1% 14,301 $6.4M
Trust Co of the South 1.51% Reduce -0.3% 14,301 $6.4M
TFC Financial Management, Inc. 1.12% Reduce -2.1% 14,254 $6.4M
Cape Investment Advisory, Inc. 2.86% Add +1.0% 14,222 $6.4M
Sunpointe, LLC 4.13% Add +5.3% 14,221 $6.4M
Clay Northam Wealth Management, LLC 4.82% Add +0.1% 14,214 $6.4M
Global Endowment Management, LP 0.67% Reduce -2.0% 14,211 $6.4M
Private Harbour Investment Management & Counsel, LLC 6.67% Reduce -0.3% 14,190 $6.3M
Second Line Capital, LLC 1.94% Add +28.3% 14,186 $6.3M
JPL Wealth Management, LLC 3.10% Add +16.8% 14,177 $6.3M
Athena Investment Management 3.84% Reduce -1.5% 14,175 $6.3M
Fosun International Ltd 2.14% No change 14,173 $6.3M
Powers Advisory Group, LLC 3.45% Add +0.2% 14,160 $6.3M
Game Plan Financial Advisors, LLC 3.49% Add +1.3% 14,156 $6.3M
Red Spruce Capital, LLC 2.94% Reduce -0.6% 14,156 $6.3M
Madden Advisory Services, Inc. 3.22% Add +0.4% 14,155 $6.3M
Worth Financial Advisory Group, LLC 4.15% Add +7.5% 14,153 $6.3M
Gratus Wealth Advisors, LLC 1.09% Reduce -3.0% 14,466 $6.3M
Oak Family Advisors, LLC 2.40% Reduce -8.5% 14,102 $6.3M
Creative Financial Designs Inc. 0.56% Reduce -2.0% 14,099 $6.3M
ORBA Wealth Advisors, L.L.C. 3.26% Add +6.6% 14,088 $6.3M
Jeppson Wealth Management, LLC 2.40% Add +1.2% 14,074 $6.3M
AA Financial Advisors, LLC 2.22% Add +9.0% 14,073 $6.3M
Greenline Partners, LLC 0.96% Add +34.3% 13,768 $6.3M
Global Trust Asset Management, LLC 2.53% Add +2.0% 14,062 $6.3M
Monterey Private Wealth, Inc. 2.35% Add +5.5% 14,039 $6.3M
Florida Financial Advisors, LLC 3.76% Add +88.2% 24,004 $6.3M
Thornburg Investment Management Inc. 0.09% No change 14,016 $6.3M
Shoker Investment Counsel, Inc. 2.21% Reduce -6.6% 14,015 $6.3M
Taika Capital, LP 4.99% Reduce -32.0% 14,013 $6.3M
Hartford Funds Management Co LLC 0.59% Add +3.0% 14,001 $6.3M
ABLE Financial Group, LLC 2.25% Add +1.0% 13,951 $6.2M
AllGen Financial Advisors, Inc. 2.36% Add +0.7% 13,942 $6.2M
Total Clarity Wealth Management, Inc. 2.16% Add +3.6% 13,913 $6.2M
Certified Advisory Corp 0.78% Add +9.2% 13,899 $6.2M
Hemington Wealth Management 2.09% Add +2.9% 13,900 $6.2M
HMS Capital Management, LLC 3.24% Add +3.7% 13,898 $6.2M
Seeds Investor LLC 3.18% Add +18.0% 13,859 $6.2M
O'ROURKE & COMPANY, Inc 3.48% Add +1.0% 13,832 $6.2M
Trueblood Wealth Management, LLC 3.49% Reduce -0.1% 13,822 $6.2M
NewSquare Capital LLC 0.53% Add +4.3% 13,817 $6.2M
McLean Asset Management Corp 2.00% Add +1.2% 13,230 $6.2M
Naples Money Management LLC 5.25% Add +0.8% 13,475 $6.2M
Stableford Capital II LLC 2.41% Reduce -5.4% 13,852 $6.1M
Gibbs Wealth Management 2.48% Add +43.0% 13,732 $6.1M
Earned Wealth Advisors, LLC 2.33% Add +1.5% 13,724 $6.1M
Trustco Bank Corp. N Y 6.52% Add +1.3% 13,716 $6.1M
Aberdeen Wealth Management LLC 4.14% Reduce -5.2% 13,702 $6.1M
Otter Creek Advisors, LLC 3.97% Add +97.1% 13,700 $6.1M
Taylor & Morgan Wealth Management, LLC 4.33% Reduce -1.3% 13,688 $6.1M
Archer Investment Corp 1.79% Add +10.4% 13,687 $6.1M
Permanens Capital L.P. 0.62% Add +12.1% 13,665 $6.1M
Veracity Capital LLC 2.55% Reduce -18.6% 13,661 $6.1M
Compass Ion Advisors, LLC 0.87% Add +0.9% 14,513 $6.1M
Karpas Strategies, LLC 1.91% Reduce -2.3% 13,654 $6.1M
Eagle Bay Advisors LLC 3.70% Reduce -3.8% 13,653 $6.1M
Jacobsen Capital Management 2.72% Add +6.5% 13,645 $6.1M
Viewpoint Capital Management LLC 3.73% Add +1.4% 13,636 $6.1M
Grant/GrossMendelsohn, LLC 2.79% Reduce -6.2% 13,634 $6.1M
LifeSteps Financial, Inc. 5.02% Reduce -1.1% 13,618 $6.1M
Aspen Grove Capital, LLC 1.43% Reduce -11.1% 13,617 $6.1M
Prospect Capital Advisors, LLC 2.56% Add +0.7% 13,595 $6.1M
Seven Mile Advisory 4.47% Reduce -4.8% 13,594 $6.1M
Bond & Devick Financial Network, Inc. 3.25% Reduce -1.6% 13,573 $6.1M
Ameliora Wealth Management Ltd. 2.75% Reduce -5.6% 13,571 $6.1M
Trilogy Capital Inc. 0.33% Add +129.8% 13,568 $6.1M
American State Bank (Iowa) 3.88% Reduce -1.4% 13,565 $6.1M
Fullcircle Wealth LLC 2.97% — 14,134 $6.1M
Quantum Financial Advisors, LLC 1.06% Add +0.5% 13,555 $6.1M
Parametrica Management Ltd 8.01% Add +25.6% 13,550 $6.1M
Sanders Morris Harris LLC 0.99% No change 13,548 $6.1M
Gateway Wealth Partners, LLC 1.83% Add +38.7% 13,547 $6.1M
Orser Capital Management, LLC 4.55% Add +0.4% 13,529 $6.0M
PBMares Wealth Management LLC 1.48% Add +2.1% 13,525 $6.0M
Harfst & Associates, Inc. 1.41% Reduce -0.9% 13,518 $6.0M
Hubbell Strickland Wealth Management, LLC 3.03% Reduce -1.7% 13,510 $6.0M
Gemmer Asset Management LLC 0.65% Reduce -0.5% 13,504 $6.0M
Roof Eidam Maycock Peralta, LLC 1.64% Add +0.0% 13,503 $6.0M
Montz Harcus Wealth Management LLC 3.91% Add +0.7% 13,494 $6.0M
Silphium Asset Management Ltd 2.88% Add +0.1% 13,453 $6.0M
Redwood Investments, LLC 2.04% Reduce -12.9% 14,374 $6.0M
Householder Group Estate & Retirement Specialist, LLC 1.68% Add +7.4% 13,419 $6.0M
Montgomery Investment Management Inc. 2.36% Add +0.6% 13,365 $6.0M
Blue Investment Partners LLC 2.71% No change 13,361 $6.0M
New England Research & Management, Inc. 2.87% Reduce -3.1% 13,355 $6.0M
Baron Silver Stevens Financial Advisors, LLC 1.14% Reduce -5.4% 13,340 $6.0M
Cabot Wealth Management Inc. 0.78% Reduce -0.5% 13,335 $6.0M
Patron Partners, LLC 3.50% Reduce -2.0% 13,327 $6.0M
Kenora Financial, LLC 2.49% Reduce -0.8% 13,313 $6.0M
Wellspring Financial Advisors, LLC 0.67% Add +2.9% 13,309 $5.9M
West Oak Capital, LLC 2.39% Add +1.8% 13,308 $5.9M
Financial Advisory Partners, LLC 2.22% Reduce -3.8% 13,301 $5.9M
Wealthspan Partners, LLC 3.28% Reduce -0.0% 13,282 $5.9M
Reliant Investment Management, LLC 2.79% Add +4.2% 13,266 $5.9M
Occudo Quantitative Strategies LP 1.05% Add +99.0% 13,249 $5.9M
Lummis Asset Management, LP 7.82% Add +0.7% 13,247 $5.9M
Lakeridge Wealth Management LLC 3.56% Reduce -1.1% 13,240 $5.9M
Lokken Investment Group LLC 2.78% Add +4.3% 13,229 $5.9M
Benchmark Investment Advisors LLC 4.28% Reduce -3.8% 13,227 $5.9M
Financial Strategies Group, Inc. 1.49% Add +15.8% 12,855 $5.9M
Waypoint Capital Advisors, LLC 1.48% Add +4.1% 13,216 $5.9M
Leonard Rickey Investment Advisors P.L.L.C. 1.42% Add +5.0% 13,213 $5.9M
Farmers & Merchants Trust Co of Chambersburg PA 2.38% Reduce -3.8% 13,206 $5.9M
Compass Wealth Management LLC 1.46% Add +8.3% 13,205 $5.9M
Aire Advisors, LLC 1.35% Add +23.9% 13,200 $5.9M
ELCO Management Co., LLC 3.44% Add +0.4% 13,192 $5.9M
Meridian Financial Partners LLC 3.50% New 13,381 $5.9M
Aletheian Wealth Advisors LLC 3.10% Reduce -3.1% 13,163 $5.9M
Fiduciary Family Office, LLC 2.32% Reduce -7.8% 13,152 $5.9M
Investors Research Corp 1.37% Add +1.5% 13,151 $5.9M
Traphagen Investment Advisors LLC 0.64% Reduce -1.6% 13,144 $5.9M
William Allan Corp 3.92% No change 13,126 $5.9M
Guardian Asset Advisors, LLC 4.31% Add +3.8% 13,122 $5.9M
Atlantic Edge Private Wealth Management, LLC 1.96% Reduce -0.0% 13,125 $5.9M
Western Pacific Wealth Management, LP 4.43% Add +0.8% 13,109 $5.9M
Howard Capital Management, LLC 0.58% Add +2.4% 13,104 $5.9M
Smith Anglin Financial, LLC 0.59% Reduce -2.1% 13,102 $5.9M
Sloy Dahl & Holst, LLC 1.23% Add +0.7% 13,097 $5.9M
Eagle Strategies LLC 1.12% Reduce -32.0% 13,084 $5.8M
Financial Gravity Asset Management, Inc. 1.46% Add +2.3% 13,082 $5.8M
Brass Tax Wealth Management, Inc. 1.14% Add +50.2% 13,055 $5.8M
Cantor Fitzgerald Investment Advisors L.P. 0.45% Add +0.2% 13,054 $5.8M
GraniteShares Advisors LLC 1.94% Reduce -5.9% 13,051 $5.8M
City State Bank 2.38% Reduce -0.1% 13,026 $5.8M
StoneCrest Wealth Management, Inc. 4.44% Add +15.1% 13,019 $5.8M
Wedgewood Investors Inc. 6.91% — 13,013 $5.8M
Ethos Financial Group, LLC 1.03% Reduce -6.4% 12,930 $5.8M
Successful Portfolios LLC 4.05% Reduce -5.8% 12,957 $5.8M
E&G Advisors, LLC 1.70% Add +2.2% 12,932 $5.8M
Acorn Financial Advisory Services Inc. 1.08% Reduce -1.3% 12,927 $5.8M
Butensky & Cohen Financial Security, Inc. 1.84% Reduce -0.2% 12,911 $5.8M
Garden State Investment Advisory Services LLC 1.99% Reduce -0.6% 12,897 $5.8M
Providence First Trust Co 2.60% Reduce -31.7% 12,906 $5.8M
Point Break Capital Management, LLC 6.26% New 12,900 $5.8M
High Net Worth Advisory Group LLC 1.75% Reduce -1.0% 12,883 $5.8M
Mosaic Family Wealth Partners, LLC 0.93% Add +1.1% 12,844 $5.8M
Peddock Capital Advisors, LLC 1.48% Reduce -3.4% 12,871 $5.8M
Twin Peaks Wealth Advisors, LLC 2.87% Add +7.8% 12,866 $5.8M
Applied Capital LLC 5.02% Reduce -2.6% 12,862 $5.7M
Syntegra Private Wealth Group, LLC 0.73% Add +12.5% 12,861 $5.7M
Clean Yield Group 2.14% Reduce -1.2% 12,845 $5.7M
Van Den Berg Management I, Inc. 1.70% Reduce -1.0% 12,828 $5.7M
Twinbeech Capital LP 0.11% Add +2274.8% 12,824 $5.7M
Carr Financial Group Corp 1.82% Add +0.9% 12,802 $5.7M
Indiana Trust & Investment Management Co 2.10% Add +9.0% 12,796 $5.7M
Rogco, LP 2.33% Reduce -4.4% 12,793 $5.7M
Finivi Inc. 4.73% Add +0.5% 12,783 $5.7M
Spectrum Asset Management, Inc. (NB/CA) 2.64% Add +3.9% 12,771 $5.7M
Five Oceans Advisors 2.99% Add +19.0% 12,750 $5.7M
Paradigm Asset Management Co. LLC 1.59% Reduce -20.6% 12,750 $5.7M
HITE Hedge Asset Management LLC 0.56% No change 12,742 $5.7M
Semmax Financial Advisors Inc. 1.71% Reduce -5.0% 13,750 $5.7M
Murphy, Middleton, Hinkle & Parker, Inc. 3.31% Reduce -1.1% 12,723 $5.7M
Schear Investment Advisers, LLC 4.09% Add +6.8% 12,660 $5.7M
Ironwood Financial, llc 1.27% Add +0.3% 12,658 $5.7M
Masso Torrence Wealth Management Inc. 3.14% Add +0.4% 12,650 $5.7M
Next Level Private LLC 2.59% Reduce -0.6% 12,648 $5.7M
Investment Partners Asset Management, Inc. 5.03% Reduce -0.5% 12,633 $5.6M
SAM Advisors, LLC 2.07% Reduce -1.0% 12,616 $5.6M
Register Financial Advisors LLC 2.85% Add +2.9% 12,614 $5.6M
Crystal Rock Capital Management 3.37% Add +5.0% 12,600 $5.6M
Spinnaker Investment Group, LLC 1.55% Add +0.5% 12,579 $5.6M
Wealthspire Retirement, LLC 0.47% Reduce -1.8% 12,577 $5.6M
Mountain Pacific Investment Advisers LLC 0.42% Reduce -5.0% 12,563 $5.6M
Hudock, Inc. 1.05% Reduce -0.2% 12,555 $5.6M
BIP Wealth, LLC 0.46% Reduce -3.2% 12,506 $5.6M
Great Point Wealth Advisors, LLC 1.28% Reduce -0.6% 12,501 $5.6M
Sandy Cove Advisors, LLC 2.48% Reduce -3.9% 12,485 $5.6M
Novak & Powell Financial Services, Inc. 3.47% Reduce -0.3% 12,482 $5.6M
Advisory Services & Investments, LLC 3.87% Reduce -16.2% 12,465 $5.6M
Midwest Professional Planners, LTD. 1.86% Add +5.9% 12,462 $5.6M
ERn Financial, LLC 0.92% Add +1.5% 12,435 $5.6M
Cohen Investment Advisors LLC 4.47% Reduce -2.7% 17,599 $5.6M
CM Wealth Advisors LLC 2.63% Add +7.4% 12,385 $5.5M
Old North State Trust, LLC 4.78% Add +0.6% 12,381 $5.5M
Wealth Advisory Solutions, LLC 1.50% Add +0.3% 12,379 $5.5M
Capital Management Associates 6.55% Reduce -0.8% 12,377 $5.5M
Covenant Partners, LLC 1.67% No change 12,326 $5.5M
Ullmann Wealth Partners Group, LLC 0.79% Add +4.9% 12,325 $5.5M
Silver Lake Advisory, LLC 1.36% Reduce -0.5% 12,317 $5.5M
Fuller & Thaler Asset Management, Inc. 0.02% No change 12,295 $5.5M
REDW Wealth LLC 1.44% Reduce -4.4% 12,289 $5.5M
McGlone Suttner Wealth Management, Inc. 1.13% Reduce -4.3% 14,580 $5.5M
Gilbert & Cook, Inc. 0.80% Reduce -3.5% 12,264 $5.5M
Cahaba Wealth Management, Inc. 0.48% Reduce -4.8% 12,263 $5.5M
Paragon Advisors, LLC 1.99% Add +0.7% 12,231 $5.5M
Sonnipe Ltd. 0.57% Reduce -31.0% 12,220 $5.5M
Robbins Farley 2.90% Add +5.3% 12,206 $5.5M
Steel Grove Capital Advisors, LLC 0.75% Reduce -21.4% 12,193 $5.4M
Wolff Wiese Magana LLC 4.33% Add +0.2% 12,190 $5.4M
Purus Wealth Management, LLC 2.41% Add +9.4% 12,190 $5.4M
Affiance Financial, LLC 1.42% Add +4.4% 12,185 $5.4M
Alan B Lancz & Associates, Inc. 5.38% — 12,168 $5.4M
One Wealth Advisors, LLC 1.16% Add +7.7% 13,385 $5.4M
Sustainable Insight Capital Management, LLC 2.72% No change 12,147 $5.4M
Stevens Capital Management LP 1.83% New 12,136 $5.4M
Terra Nova Asset Management LLC 4.27% Add +0.1% 12,114 $5.4M
Wynn Capital, LLC 4.00% Add +2.4% 12,086 $5.4M
Tilia Fiduciary Partners, Inc. 4.22% Reduce -0.6% 12,083 $5.4M
River Street Advisors LLC 3.35% Add +4.5% 12,059 $5.4M
Investment Advisory Group, LLC 2.08% Add +7.0% 12,059 $5.4M
KKM Financial LLC 2.55% Add +0.5% 12,386 $5.4M
Aull & Monroe Investment Management Corp 2.64% Reduce -12.0% 12,050 $5.4M
Forte Asset Management LLC 3.17% No change 12,030 $5.4M
Pinnacle Holdings, LLC 2.51% Reduce -1.1% 12,025 $5.4M
Advus Financial Partners, LLC 1.64% Reduce -1.8% 12,019 $5.4M
Walker Asset Management, LLC 3.61% Reduce -1.6% 12,012 $5.4M
Gitterman Wealth Management, LLC 2.07% Reduce -0.2% 11,997 $5.4M
Absoluto Partners Gestao de Recursos Ltda 2.84% Add +0.3% 11,996 $5.4M
Brown Financial Advisors 2.40% — 11,995 $5.4M
Amplius Wealth Advisors, LLC 0.60% Reduce -9.1% 11,982 $5.4M
Vickerman Investment Advisors, Inc. 1.72% Reduce -1.2% 11,975 $5.4M
Channing Global Advisors, LLC 4.48% Reduce -0.0% 11,969 $5.3M
Levy Wealth Management Group, LLC 1.37% Add +0.3% 11,965 $5.3M
Orion Capital Management LLC 2.81% Reduce -0.7% 11,940 $5.3M
Wealthquest Corp 0.57% Reduce -1.6% 11,933 $5.3M
Fortis Group Advisors, LLC 1.06% Reduce -28.0% 11,924 $5.3M
Cornercap Investment Counsel Inc. 0.87% Add +1.7% 11,907 $5.3M
Hikari Tsushin, Inc. 0.41% No change 11,889 $5.3M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.16% Add +17.8% 11,881 $5.3M
Beam Wealth Advisors, Inc. 1.77% Add +231.6% 11,866 $5.3M
Barings LLC 0.13% Reduce -40.1% 11,859 $5.3M
Wealthstream Advisors, Inc. 1.94% Add +1.0% 11,852 $5.3M
Coston, McIsaac & Partners 1.67% No change 11,842 $5.3M
Schulhoff & Co. Inc. 2.39% Add +0.1% 11,840 $5.3M
Cahill Financial Advisors Inc. 0.72% Reduce -0.3% 11,833 $5.3M
CCG Wealth Management, LLC 2.98% Add +6.9% 11,829 $5.3M
Dudley & Shanley, Inc. 0.91% Reduce -0.1% 11,824 $5.3M
Crescent Sterling, Ltd. 5.06% Reduce -3.4% 11,823 $5.3M
Towercrest Capital Management 0.87% Reduce -0.1% 11,818 $5.3M
Forza Wealth Management, LLC 2.72% Reduce -0.9% 11,808 $5.3M
Commons Capital, LLC 6.36% Add +6.6% 11,805 $5.3M
Bouchey Financial Group, Ltd. 0.50% Add +3.4% 11,805 $5.3M
Brookmont Capital Management 2.88% Reduce -2.4% 11,802 $5.3M
Cook Wealth, LLC 2.85% Add +72.3% 12,604 $5.3M
Sierra Capital LLC 0.70% Reduce -0.0% 11,793 $5.3M
Legacy Capital Group California, Inc. 1.90% Reduce -0.4% 11,790 $5.3M
Cacti Asset Management LLC 0.42% No change 11,630 $5.3M
Altus Wealth Group LLC 2.64% Reduce -2.8% 11,779 $5.3M
Palouse Capital Management, Inc. 3.53% Reduce -2.8% 11,755 $5.3M
Horizon Wealth Management, LLC 1.25% Reduce -7.6% 11,753 $5.3M
Mendel Capital Management LLC 3.39% Reduce -0.4% 11,730 $5.2M
Insight Wealth Strategies, LLC 0.75% Add +0.7% 11,726 $5.2M
Dagco, Inc. 2.32% No change 11,715 $5.2M
Cypress Wealth Services, LLC 1.16% Add +4.5% 11,702 $5.2M
Triton Financial Group Inc 3.66% Reduce -0.8% 11,683 $5.2M
Raleigh Capital Management Inc. 2.22% Add +9.8% 11,657 $5.2M
Fortem Financial Group, LLC 2.24% Reduce -0.1% 11,657 $5.2M
Emerald Advisors, LLC 0.79% Add +0.9% 11,644 $5.2M
Ssi Investment Management LLC 2.05% Reduce -0.1% 11,586 $5.2M
Faithward Advisors, LLC 0.94% Reduce -6.5% 11,576 $5.2M
Blackhawk Capital Partners, LLC 3.12% Add +4.9% 11,569 $5.2M
Todd Asset Management LLC 0.11% Reduce -1.5% 11,551 $5.2M
WealthBridge Capital Management, LLC 1.70% Reduce -4.5% 11,520 $5.1M
Elevated Capital Advisors, LLC 1.45% Add +8.1% 11,520 $5.1M
Bigelow Investment Advisors, LLC 2.46% Reduce -1.2% 11,509 $5.1M
Burt Wealth Advisors 1.35% Reduce -2.6% 11,502 $5.1M
Left Brain Wealth Management, LLC 2.40% Add +2.2% 11,501 $5.1M
Guidance Capital, Inc. 1.68% Add +1.8% 12,268 $5.1M
Cooper/Haims Advisors, LLC 2.88% Add +28.3% 11,469 $5.1M
Meadow Creek Wealth Advisors LLC 4.84% Add +5.2% 11,453 $5.1M
MeadowBrook Investment Advisors LLC 4.93% Reduce -1.2% 11,451 $5.1M
Proathlete Wealth Management LLC 2.42% Add +0.4% 11,415 $5.1M
Advanced Portfolio Management, LLC 3.36% No change 11,388 $5.1M
Tectonic Advisors LLC 0.37% Reduce -0.7% 11,388 $5.1M
Argent Advisors, Inc. 2.01% Reduce -6.7% 11,345 $5.1M
Oxford Wealth Group, LLC 3.48% Add +29.2% 11,329 $5.1M
Marvin & Palmer Associates Inc. 4.92% Reduce -39.2% 7,308 $5.1M
Peterson Wealth Management 3.12% Add +12.3% 11,309 $5.1M
Mb, Levis & Associates, LLC 2.66% Reduce -0.0% 11,309 $5.1M
Pine Harbor Wealth Management, LLC 2.97% Add +1.9% 11,308 $5.1M
Menard Financial Group LLC 3.60% Add +3.3% 11,301 $5.1M
Artal Group S.A. 0.13% Add +352.0% 11,300 $5.1M
Zimmer Partners, LP 0.10% No change 11,300 $5.1M
LongView Wealth Management 1.86% Reduce -1.9% 11,265 $5.0M
Smith Shellnut Wilson LLC 2.44% No change 11,261 $5.0M
KWB Wealth 0.69% Reduce -0.5% 11,962 $5.0M
McElhenny Sheffield Capital Management, LLC 1.73% Reduce -0.0% 11,254 $5.0M
tru Independence LLC 1.52% Add +3.8% 11,253 $5.0M
Gables Capital Management Inc. 2.63% Add +1.5% 11,253 $5.0M
Crestline Management, L.P. 0.39% Reduce -47.7% 11,253 $5.0M
Pinkerton Wealth, LLC 0.77% Add +4.9% 11,244 $5.0M
Northstar Group, Inc. 0.99% Reduce -1.8% 11,238 $5.0M
Asset Management Group, Inc. 0.76% Add +9.1% 11,232 $5.0M
Taylor Hoffman Wealth Management 2.04% Add +2.0% 10,984 $5.0M
WR Wealth Planners, LLC 1.53% Add +1.7% 11,201 $5.0M
Royal Harbor Partners, LLC 2.07% Reduce -17.6% 11,194 $5.0M
Cavalier Investments, LLC 1.54% Add +2.8% 11,169 $5.0M
GenTrust, LLC 0.27% Add +20.6% 11,110 $5.0M
Counterweight Ventures, LLC 3.75% Add +1.7% 11,109 $5.0M
Ellenbecker Investment Group 1.00% Add +4.2% 11,090 $5.0M
James J. Burns & Company, LLC 0.97% Add +165.5% 11,074 $5.0M
Virginia Wealth Management Group, Inc. 4.51% Reduce -0.3% 11,060 $4.9M
Hillsdale Investment Management Inc. 0.39% Add +8.6% 11,055 $4.9M
D.B. Root & Company, LLC 1.69% Reduce -1.4% 11,051 $4.9M
AAFMAA Wealth Management & Trust LLC 2.43% Add +14.2% 11,044 $4.9M
Redwood Wealth Management Group, LLC 3.71% Add +0.1% 11,014 $4.9M
Evernest Financial Advisors, LLC 2.20% Add +4.8% 10,992 $4.9M
Whitford Management LLC 2.85% Add +16.0% 10,948 $4.9M
Cim, LLC 0.74% Add +7.1% 11,975 $4.9M
Redmond Asset Management, LLC 1.61% Reduce -3.9% 10,935 $4.9M
SkyView Investment Advisors, LLC 0.87% Add +15.9% 10,929 $4.9M
Prosperitas Financial LLC 2.98% Reduce -0.1% 10,923 $4.9M
Financial Council, LLC 2.73% Reduce -1.0% 10,922 $4.9M
Kessler Investment Group, LLC 2.63% Add +0.6% 10,905 $4.9M
North Ridge Wealth Advisors, Inc. 3.70% Reduce -21.6% 10,905 $4.9M
Cladis Investment Advisory, LLC 3.53% Reduce -1.8% 10,904 $4.9M
Proffitt & Goodson Inc. 0.86% Add +2.6% 10,901 $4.9M
Quad-Cities Investment Group, LLC 2.70% Reduce -0.8% 10,899 $4.9M
Ti-Trust, Inc. 3.74% Reduce -19.2% 10,867 $4.9M
Crew Capital Management, Ltd 3.90% Add +2.1% 10,860 $4.9M
Omnia Family Wealth, LLC 2.05% Add +3.7% 10,848 $4.8M
FFT Wealth Management LLC 0.43% Add +1.7% 10,823 $4.8M
Wulff, Hansen & Co. 4.77% Add +5.8% 10,817 $4.8M
Delphi Financial Group, Inc. 2.77% No change 10,800 $4.8M
Shaker Investments LLC 2.10% Add +27.9% 10,798 $4.8M
Robinswood Financial LLC 1.95% Add +9.8% 10,794 $4.8M
Front Street Capital Management, Inc. 0.92% Reduce -0.3% 10,878 $4.8M
Alesco Advisors, LLC, An ESL Co 0.16% Reduce -0.8% 10,791 $4.8M
Keynote Financial Services LLC 4.06% Add +2.7% 10,778 $4.8M
Rockingstone Advisors LLC 2.47% Add +0.5% 10,750 $4.8M
Benchmark Financial Wealth Advisors, LLC 1.78% Reduce -0.1% 10,730 $4.8M
GEM Asset Management, LLC 2.99% Add +0.0% 10,730 $4.8M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.99% No change 10,728 $4.8M
Fermata Advisors, LLC 1.10% Add +0.3% 10,718 $4.8M
Semus Wealth Partners LLC 3.70% Add +0.9% 10,712 $4.8M
Nvest Financial, LLC 2.94% Add +0.4% 10,711 $4.8M
Oliver Lagore Vanvalin Investment Group 1.37% Add +14.1% 10,699 $4.8M
Tsfg, LLC 1.12% Add +1.7% 10,691 $4.8M
PCA Investment Advisory Services Inc. 2.50% Add +0.6% 10,674 $4.8M
CKW Financial Group 0.61% Add +0.0% 10,444 $4.8M
HF Advisory Group, LLC 2.46% Add +2.9% 10,642 $4.8M
Gould Capital, LLC 3.35% Reduce -1.0% 10,637 $4.8M
Prentice Wealth Management LLC 1.55% Add +0.4% 10,633 $4.8M
MADDEN SECURITIES Corp 2.10% Reduce -0.5% 10,623 $4.7M
Cascade Investment Advisors, Inc. 3.20% Add +0.4% 10,621 $4.7M
Samalin Investment Counsel, LLC 2.21% Reduce -0.5% 10,601 $4.7M
Unique Wealth, LLC 1.24% Add +16.4% 10,594 $4.7M
Greenup Street Wealth Management LLC 1.11% Reduce -11.5% 10,592 $4.7M
Rational Advisors, Inc. 0.47% Reduce -0.9% 10,586 $4.7M
JFS Wealth Advisors, LLC 0.37% Reduce -3.9% 10,578 $4.7M
FDx Advisors, Inc. 1.31% Reduce -75.5% 10,575 $4.7M
First Bancorp, Inc 3.49% Reduce -3.2% 10,567 $4.7M
New England Asset Management Inc. 0.82% Reduce -20.2% 10,540 $4.7M
Evolution Wealth Advisors, LLC 0.92% Add +18.1% 10,525 $4.7M
RW Investment Management LLC 0.64% Reduce -5.6% 10,532 $4.7M
Arcataur Capital Management LLC 1.68% Reduce -0.2% 10,528 $4.7M
STAR Financial Bank 3.62% Reduce -9.6% 10,509 $4.7M
Peninsula Wealth, LLC 0.88% Reduce -0.3% 10,337 $4.7M
Access Financial Services, Inc. 2.13% Reduce -0.2% 10,485 $4.7M
Signature Wealth Management Group 2.05% Add +2.1% 10,480 $4.7M
Financial Sense Advisors, Inc. 1.48% Add +0.9% 10,477 $4.7M
Independent Wealth Network Inc. 2.18% Reduce -2.1% 10,461 $4.7M
Luts & Greenleigh Group, Inc. 4.86% — 10,450 $4.7M
Strata Wealth Advisors, LLC 1.61% Add +0.7% 10,435 $4.7M
Veltria Advisors Corp. 1.67% Reduce -38.6% 10,431 $4.7M
Etesian Wealth Advisors, Inc. 2.61% Add +1.7% 10,407 $4.7M
PICTET BANK & TRUST Ltd 4.74% Add +2.8% 10,438 $4.6M
Libra Wealth LLC 2.01% Add +10.7% 10,398 $4.6M
Davies Financial Advisors, Inc. 4.33% Reduce -4.3% 10,381 $4.6M
Wormser Freres Gestion 3.02% Add +16.6% 10,033 $4.6M
GoalVest Advisory LLC 1.48% Reduce -10.8% 10,366 $4.6M
Sachetta, LLC 2.01% Add +2.8% 10,929 $4.6M
Rf&l Wealth Management, LLC 3.51% No change 10,335 $4.6M
Driehaus Capital Management LLC 0.04% Reduce -0.9% 10,327 $4.6M
Diversified Investment Strategies, LLC 3.22% Reduce -3.2% 10,317 $4.6M
Conway Capital Management, Inc. 2.31% Add +5.1% 10,300 $4.6M
Knightsbridge Asset Management, LLC 1.15% Add +1.7% 10,297 $4.6M
Privium Fund Management B.V. 1.28% Reduce -3.9% 10,000 $4.6M
Keene & Associates, Inc. 3.74% Reduce -2.4% 10,267 $4.6M
Patrick M Sweeney & Associates, Inc. 3.71% Add +3.3% 10,266 $4.6M
Gladius Capital Management LP 4.58% Add +50.5% 10,252 $4.6M
Mirabella Financial Services LLP 0.39% Reduce -19.7% 10,244 $4.6M
Nottingham Advisors, Inc. 0.54% Add +56.3% 10,242 $4.6M
MWA Asset Management 3.26% Reduce -0.1% 10,233 $4.6M
Falcon Wealth Planning 0.59% Add +14.5% 10,232 $4.6M
Game Creek Capital, LP 2.54% Reduce -1.2% 10,225 $4.6M
Three Seasons Wealth, LLC 2.53% Add +2.5% 10,218 $4.6M
Hamilton Capital, LLC 0.35% Reduce -9.1% 10,200 $4.6M
Riverview Trust Co 4.34% Reduce -27.1% 10,195 $4.6M
Oxinas Partners, LLC 3.03% Reduce -1.8% 10,175 $4.5M
Perissos Private Wealth Management, LLC 4.07% Add +3.4% 10,158 $4.5M
Landaas & Co. /Wi 1.38% Add +1.2% 10,157 $4.5M
Alternative Investment Advisors, LLC. 2.59% Reduce -4.2% 10,150 $4.5M
Mainsail Financial Group, LLC 2.67% Reduce -7.3% 10,142 $4.5M
Affinity Investment Advisors, LLC 3.40% Reduce -3.0% 10,125 $4.5M
Carson Advisory Inc. 3.17% Add +1.3% 10,118 $4.5M
Sandler Capital Management 0.89% Reduce -61.0% 10,091 $4.5M
McAlister, Sweet & Associates, Inc. 3.23% Reduce -3.7% 10,076 $4.5M
Swisher Financial Concepts, Inc. 4.55% Reduce -1.5% 9,775 $4.5M
Well Done, LLC 0.93% Reduce -5.8% 10,028 $4.5M
Pacific Wealth Strategies Group, Inc. 3.71% Reduce -12.3% 10,027 $4.5M
Caldwell Sutter Capital, Inc. 2.22% Add +0.6% 10,010 $4.5M
PFW Advisors LLC 1.42% Reduce -9.5% 10,007 $4.5M
Pragma Gestao DE Patrimonio Ltd. 2.37% New 10,000 $4.5M
Ion Asset Management Ltd. 0.30% Reduce -37.5% 10,000 $4.5M
Symphony Financial Services, Inc. 3.83% — 7,665 $4.5M
Patriot Investment Management Group, Inc. 0.35% Reduce -6.0% 9,972 $4.5M
Droms Strauss Advisors Inc. /Mo/ 1.61% Add +109.0% 9,967 $4.5M
Wagner Wealth Management, LLC 1.33% Add +7.3% 9,948 $4.4M
Sterling Investment Management, LLC 3.38% Reduce -8.6% 9,946 $4.4M
Triad Wealth Partners, LLC 2.33% Add +41.7% 9,942 $4.4M
Hoxton Planning & Management, LLC 2.06% Add +1.9% 9,930 $4.4M
Oak Asset Management, LLC 1.62% Add +0.2% 9,891 $4.4M
Goldstein Advisors, LLC 0.74% Add +2.9% 9,875 $4.4M
Riverpark Capital Management LLC 5.85% Add +1.9% 9,872 $4.4M
Invenio Wealth Partners LLC 2.18% Add +2.0% 9,860 $4.4M
1900 Wealth Management LLC 0.41% Reduce -0.3% 9,848 $4.4M
Tyler-Stone Wealth Management 1.81% Reduce -1.9% 9,841 $4.4M
Kapstone Financial Advisors LLC 2.88% Add +4.7% 9,833 $4.4M
Beacon Financial Advisory LLC 1.64% Add +11.4% 9,831 $4.4M
Herr Investment Group LLC 1.29% No change 9,787 $4.4M
Exchange Bank 3.71% Reduce -6.3% 9,776 $4.4M
BlackDiamond Wealth Management, LLC 2.87% Add +13.6% 10,849 $4.4M
Pring Turner Capital Group Inc. 3.05% Add +1.6% 9,766 $4.4M
Integrity Financial Corp 2.73% Reduce -0.2% 9,758 $4.4M
Leibman Financial Services, Inc. 3.23% Add +0.1% 9,755 $4.4M
Alta Wealth Advisors LLC 2.18% Add +1.3% 9,754 $4.4M
Lodestar Private Asset Management LLC 0.60% Add +5.7% 9,747 $4.4M
Clear Rock Advisors, LLC 1.85% Add +0.9% 9,711 $4.3M
Affinity Capital Advisors, LLC 0.91% Reduce -0.2% 9,700 $4.3M
Engine No. 1 LLC 4.55% Reduce -49.1% 9,700 $4.3M
Woodard & Co. Asset Management Group Inc. 1.08% Add +0.9% 9,686 $4.3M
Clarity Wealth Advisors, LLC 1.40% Reduce -2.2% 9,686 $4.3M
Satovsky Asset Management LLC 1.04% Reduce -1.4% 9,672 $4.3M
Rbo & Co. LLC 0.77% No change 9,670 $4.3M
Pullen Investment Management, LLC 3.58% Add +0.3% 9,667 $4.3M
Source Financial Advisors LLC 1.33% Reduce -5.8% 9,646 $4.3M
American Institute for Advanced Investment Management, LLP 3.30% Add +0.4% 9,641 $4.3M
Massachusetts Wealth Management 2.89% Add +0.3% 9,640 $4.3M
Integral Investment Advisors, Inc. 1.59% Add +5.1% 9,495 $4.3M
Fairbanks Capital Management, Inc. 2.82% Add +1.7% 9,610 $4.3M
Barrett & Company, Inc. 1.94% Reduce -0.4% 9,600 $4.3M
Richard W. Paul & Associates, LLC 1.65% Add +1.2% 9,587 $4.3M
CoreFirst Bank & Trust 2.88% Reduce -2.9% 9,581 $4.3M
Clark Financial Services Group Inc. 4.52% Add +0.2% 9,580 $4.3M
Mason & Associates Inc 1.14% Add +9.2% 9,580 $4.3M
Insight Inv LLC 3.69% Add +1.9% 9,557 $4.3M
Midwest Financial Group LLC 2.71% Add +3.3% 9,517 $4.3M
Indie Asset Partners, LLC 3.38% Add +3.1% 9,496 $4.2M
Rappaport Reiches Capital Management, LLC 1.25% Reduce -17.7% 9,485 $4.2M
Lumbard & Kellner, LLC 2.00% Reduce -2.4% 9,452 $4.2M
TMD Wealth Management, LLC 0.93% Reduce -2.3% 9,448 $4.2M
Pinion Investment Advisors, LLC 2.10% Reduce -2.8% 9,439 $4.2M
Ninepoint Partners LP 0.45% Add +11.4% 9,429 $4.2M
Legacy Advisory Services, LLC 3.85% Add +2.5% 9,425 $4.2M
Titleist Asset Management, LLC 0.64% Add +13.1% 9,424 $4.2M
Partnership Wealth Management, LLC 3.11% Add +51.9% 9,419 $4.2M
Focused Wealth Management, Inc 0.62% No change 9,414 $4.2M
Alliance Wealth Advisors, LLC 2.65% Reduce -0.5% 9,410 $4.2M
Opal Wealth Advisors, LLC 1.35% Reduce -7.6% 9,402 $4.2M
Flaharty Asset Management, LLC 0.62% Reduce -0.3% 9,393 $4.2M
HT Partners LLC 1.48% Reduce -0.3% 9,378 $4.2M
Black Swift Group, LLC 0.97% Add +27.7% 9,359 $4.2M
Apeiron RIA LLC 1.28% Add +0.1% 9,354 $4.2M
Accel Wealth Management 1.67% Add +32.5% 9,339 $4.2M
Paragon Financial Partners, Inc. 3.25% Reduce -0.8% 9,325 $4.2M
Iams Wealth Management, LLC 2.28% Add +18.5% 9,322 $4.2M
Ellis Investment Partners, LLC 0.88% Add +7.3% 9,315 $4.2M
Tributary Capital Management, LLC 0.34% Reduce -3.7% 9,313 $4.2M
Capitol Family Office, Inc. 5.56% Reduce -3.5% 9,300 $4.2M
WINTON GROUP Ltd 0.28% New 9,297 $4.2M
Peoples Bank 2.16% Add +18.8% 9,296 $4.2M
Marshall Financial Group, LLC 1.16% Reduce -0.6% 9,290 $4.2M
Advance Capital Management, Inc. 0.20% Reduce -3.5% 9,274 $4.1M
Alpha DNA Investment Management LLC 2.35% Reduce -40.0% 9,268 $4.1M
Mayport, LLC 1.47% Reduce -0.5% 9,251 $4.1M
Red Wave Investments LLC 1.52% Add +0.0% 9,248 $4.1M
Tortoise Investment Management, LLC 0.47% Add +4.0% 9,235 $4.1M
Signature Wealth Management Partners, LLC 3.14% Add +2.7% 9,234 $4.1M
Beirne Wealth Consulting Services, LLC 1.66% No change 9,216 $4.1M
Cross Staff Investments Inc 3.42% Add +0.2% 9,177 $4.1M
West Bancorporation Inc. 3.03% Reduce -5.9% 9,173 $4.1M
Patrick Mauro Investment Advisor, INC. 2.38% Add +17.3% 9,172 $4.1M
Pathway Financial Advisers, LLC 1.47% Add +0.8% 9,269 $4.1M
HighVista Strategies LLC 1.50% Reduce -25.3% 9,158 $4.1M
MBA Advisors LLC 2.09% Reduce -3.6% 9,157 $4.1M
Grace & White Inc. 0.78% No change 9,150 $4.1M
Blackston Financial Advisory Group, LLC 2.29% Add +37.2% 9,145 $4.1M
Arbor Investment Advisors, LLC 0.60% Add +22.5% 9,143 $4.1M
VERITY Wealth Advisors 3.06% No change 9,141 $4.1M
Pointe Capital Management LLC 2.53% Reduce -0.1% 9,139 $4.1M
Firethorn Wealth Partners, LLC 2.31% Reduce -0.4% 9,136 $4.1M
Fi3 FINANCIAL ADVISORS, LLC 1.79% Reduce -0.8% 9,120 $4.1M
Berkeley, Inc 2.53% Add +0.0% 9,119 $4.1M
Beacon Capital Management, LLC 0.75% Add +1.5% 9,117 $4.1M
Cardinal Strategic Wealth Guidance 1.47% Add +0.4% 9,107 $4.1M
Palisades Hudson Asset Management, L.P. 1.87% No change 9,096 $4.1M
Norris Financial Group, LLC 2.12% Reduce -11.4% 9,096 $4.1M
Truvestments Capital LLC 1.62% Add +0.5% 9,096 $4.1M
Laraway Financial Advisors Inc 3.47% Reduce -0.1% 9,095 $4.1M
Towerpoint Wealth, LLC 2.03% Add +6.5% 9,081 $4.1M
Forge First Asset Management Inc. 1.72% Reduce -50.3% 9,075 $4.1M
Cubist Systematic Strategies, LLC 0.07% Reduce -31.4% 9,069 $4.1M
Global Strategic Investment Solutions, LLC 0.49% Reduce -3.7% 9,061 $4.0M
Silvia McColl Wealth Management, LLC 3.35% Reduce -3.0% 9,054 $4.0M
Landscape Capital Management, L.L.C. 0.34% Add +129.6% 9,043 $4.0M
Eagle Bluffs Wealth Management LLC 2.35% Add +0.4% 9,042 $4.0M
West Paces Advisors Inc. 1.05% Reduce -7.3% 9,013 $4.0M
Intrinsic Value Partners, LLC 4.20% Reduce -0.3% 9,005 $4.0M
Renasant Bank 2.77% Reduce -20.2% 9,003 $4.0M
LJI Wealth Management, LLC 0.89% Add +0.6% 8,987 $4.0M
Nicholas Wealth, LLC. 2.86% Add +4.3% 8,972 $4.0M
Wealth Quarterback LLC 2.27% Add +15.7% 8,971 $4.0M
Legacy Capital Wealth Partners, LLC 1.02% Add +369.5% 8,968 $4.0M
Garner Asset Management Corp 1.48% Add +0.1% 8,930 $4.0M
Willis Johnson & Associates, Inc. 0.33% Add +2.8% 8,917 $4.0M
Evergreen Wealth Management, LLC 2.64% No change 8,916 $4.0M
Members Wealth LLC 2.67% — 8,014 $4.0M
FWG Holdings, LLC 2.00% Add +4.6% 8,943 $4.0M
Manchester Financial Inc. 0.98% Add +17.1% 8,898 $4.0M
MRP Capital Investments, LLC 3.72% Reduce -12.9% 8,896 $4.0M
Lwmg, LLC 0.84% Add +13.6% 8,896 $4.0M
Cantor Fitzgerald, L. P. 0.81% Reduce -17.4% 8,895 $4.0M
Baron Wealth Management LLC 2.06% Add +5.2% 8,872 $4.0M
Goepper Burkhardt LLC 1.79% Add +0.1% 8,857 $4.0M
Northern Financial Advisors Inc 3.17% Reduce -0.2% 8,855 $4.0M
DMC Group, LLC 3.39% Reduce -2.7% 8,849 $4.0M
Unique Wealth Strategies, LLC 1.85% No change 9,396 $4.0M
MKT Advisors LLC 1.97% Reduce -1.8% 8,602 $4.0M
Delta Capital Management LLC 2.42% Reduce -0.1% 8,820 $3.9M
Parallax Volatility Advisers, L.P. 0.11% New 8,812 $3.9M
Summit Financial Wealth Advisors, LLC 0.80% Reduce -5.8% 8,809 $3.9M
Baker Boyer National Bank 1.38% Reduce -13.3% 8,806 $3.9M
Astoria Portfolio Advisors LLC. 1.40% Add +1.7% 8,799 $3.9M
IAM Advisory, LLC 1.07% Reduce -0.5% 8,792 $3.9M
Tarbox Family Office, Inc. 0.69% No change 8,788 $3.9M
Sunburst Financial Group, LLC 1.06% Add +0.5% 8,771 $3.9M
BKM Wealth Management, LLC 1.88% Reduce -64.0% 8,767 $3.9M
Granger Management LLC 0.65% Add +1.4% 8,745 $3.9M
Fiduciary Financial Group, LLC 0.94% — 8,682 $3.9M
Retirement Planning Co of New England, Inc. 2.12% Add +0.1% 8,731 $3.9M
Edmonds Duncan Registered Investment Advisors, LLC 0.95% No change 8,716 $3.9M
Burns Matteson Capital Management, LLC 2.45% Add +5.9% 8,711 $3.9M
Dechtman Wealth Management, LLC 0.87% Add +0.9% 8,709 $3.9M
Interval Partners, LP 0.11% New 8,701 $3.9M
Wilson & Boucher Capital Management, LLC 2.98% Add +0.1% 8,701 $3.9M
Opes Wealth Management LLC 0.81% Add +5.7% 8,699 $3.9M
Northwest Wealth Management, LLC 1.00% Add +9.3% 8,686 $3.9M
Zimmermann Investment Management & Planning LLC 1.30% Add +1.0% 8,681 $3.9M
Legacy Financial Group LLC 0.76% Add +0.7% 8,652 $3.9M
Salvus Wealth Management, LLC 2.65% Reduce -2.5% 8,646 $3.9M
Legacy Bridge, LLC 2.27% Reduce -1.4% 8,632 $3.9M
Geneva Capital Management LLC 0.07% Reduce -19.9% 8,631 $3.9M
Islay Capital Management, LLC 2.79% Reduce -2.8% 8,622 $3.9M
Clark Asset Management, LLC 1.06% Add +16.0% 8,596 $3.8M
Balefire, LLC 1.37% Reduce -6.4% 8,595 $3.8M
Cora Capital Advisors LLC 1.98% Reduce -0.0% 8,593 $3.8M
Capital Advisory Group Advisory Services, LLC 1.64% Add +2.3% 8,591 $3.8M
PAX Financial Group, LLC 0.75% Add +45.8% 8,591 $3.8M
Platinum Investment Management Ltd. 0.16% No change 8,589 $3.8M
Requisite Capital Management, LLC 0.87% Reduce -37.5% 8,574 $3.8M
Vigilare Wealth Management 1.69% Reduce -1.4% 8,571 $3.8M
Cascade Investment Group, Inc. 2.99% Reduce -13.8% 8,568 $3.8M
Kohmann Bosshard Financial Services, LLC 0.52% Add +0.1% 8,564 $3.8M
Paces Ferry Wealth Advisors, LLC 2.31% Add +3.1% 8,558 $3.8M
Barden Capital Management, Inc. 3.60% Reduce -1.7% 8,535 $3.8M
Ifrah Financial Services, Inc. 1.08% Reduce -5.4% 8,547 $3.8M
Fairscale Capital, LLC 3.39% — 8,499 $3.8M
Vienna Asset Management LLC 3.16% Reduce -13.4% 8,542 $3.8M
NCP Inc. 2.41% Add +24.7% 8,531 $3.8M
Westhampton Capital, LLC 2.07% No change 8,524 $3.8M
VELA Investment Management, LLC 1.35% Reduce -0.2% 8,511 $3.8M
Rede Wealth, LLC 3.50% Add +2.7% 8,500 $3.8M
Cutter & CO Brokerage, Inc. 0.92% Reduce -1.5% 8,489 $3.8M
Twin Lakes Capital Management, LLC 2.59% Reduce -0.1% 8,486 $3.8M
Oliver Luxxe Assets LLC 0.81% Add +2.1% 8,486 $3.8M
Tsai Capital Corp 3.73% Add +1.3% 8,481 $3.8M
Argus Investors' Counsel, Inc. 2.33% Reduce -5.2% 8,469 $3.8M
Horizon Kinetics Asset Management LLC 0.07% Reduce -0.9% 8,444 $3.8M
Aspire Private Capital, LLC 0.97% Reduce -1.2% 8,444 $3.8M
American Planning Services, Inc. 2.65% Add +192.7% 8,443 $3.8M
Prentiss Smith & Co. Inc. 2.63% No change 8,429 $3.8M
Boomfish Wealth Group, LLC 2.43% Reduce -3.9% 8,410 $3.8M
Cherry Tree Wealth Management, LLC 0.94% Reduce -1.4% 8,402 $3.8M
D. Scott Neal, Inc. 2.09% No change 8,386 $3.7M
Legacy Financial Strategies, LLC 0.90% Add +4.4% 8,118 $3.7M
East Coast Asset Management, LLC. 1.36% Reduce -0.8% 8,360 $3.7M
Private Client Services, LLC 2.34% Add +2.4% 8,345 $3.7M
Charter Oak Capital Management, LLC 0.39% Reduce -5.7% 8,338 $3.7M
Almanack Investment Partners, LLC. 0.63% Reduce -3.1% 8,338 $3.7M
City of London Investment Management Co. Ltd. 0.32% Reduce -33.9% 8,319 $3.7M
Werba Rubin Papier Wealth Management 1.02% Reduce -14.9% 8,307 $3.7M
Provident Trust Co. 0.07% No change 8,298 $3.7M
High Falls Advisors, Inc 0.90% Reduce -6.1% 8,298 $3.7M
Warren Street Wealth Advisors, LLC 1.85% Reduce -2.4% 8,288 $3.7M
M.D. Sass, LLC 0.30% Add +25.4% 8,288 $3.7M
TPG Advisors LLC 3.15% — 8,283 $3.7M
LSP Investment Advisors, LLC 2.10% No change 8,280 $3.7M
NDVR, Inc. 3.85% Add +23.5% 8,278 $3.7M
Lynx Investment Advisory 2.74% — 8,276 $3.7M
Abacus Wealth Partners, LLC 0.61% Reduce -7.5% 8,275 $3.7M
Walker Financial Services, Inc. 2.89% Reduce -1.7% 8,269 $3.7M
Bain Capital Public Equity, LP 4.04% Reduce -9.3% 8,269 $3.7M
Vanguard Capital Wealth Advisors 2.50% Add +0.3% 8,262 $3.7M
New Capital Management LP 1.13% Add +1.1% 8,252 $3.7M
Blue Square Asset Management, LLC 2.15% Add +2.1% 8,248 $3.7M
Activest Wealth Management 1.21% Add +322.7% 8,209 $3.7M
Alexander Randolph Advisory, Inc. 3.43% Reduce -2.2% 8,201 $3.7M
Monte Financial Group, LLC 1.62% Reduce -7.2% 8,200 $3.7M
Gould Asset Management LLC 0.84% Add +2.7% 8,190 $3.7M
Fidelity D & D Bancorp Inc. 2.77% Reduce -0.8% 8,186 $3.7M
Farrell Financial LLC 2.85% Add +4.0% 8,178 $3.7M
Heritage Financial Services, LLC 0.52% Reduce -1.1% 8,166 $3.6M
White Knight Strategic Wealth Advisors, LLC 3.64% Reduce -1.1% 8,159 $3.6M
Aua Capital Management, LLC 2.19% No change 8,144 $3.6M
Select Asset Management & Trust 1.45% No change 8,122 $3.6M
Rockbridge Investment Management, LCC 0.51% No change 8,121 $3.6M
Verum Partners LLC 1.17% Add +2.9% 8,113 $3.6M
Criterion Capital Advisors, LLC 2.28% Add +0.6% 8,106 $3.6M
Bullseye Investment Management, LLC 2.51% Reduce -16.1% 8,747 $3.6M
Dalton Investments, Inc. 2.06% No change 8,100 $3.6M
Weaver Capital Management LLC 1.17% Add +11.2% 8,100 $3.6M
Fiducient Advisors LLC 0.50% Reduce -11.3% 8,082 $3.6M
Guerra Pan Advisors, LLC 3.02% Add +1.8% 8,079 $3.6M
Running Point Capital Advisors, LLC 1.49% No change 8,076 $3.6M
One Day In July LLC 0.45% Add +9.6% 8,039 $3.6M
Birchcreek Wealth Management, LLC 2.01% Reduce -1.7% 8,003 $3.6M
Meridian Financial Advisors, LLC 2.59% Reduce -0.3% 8,002 $3.6M
Forest Hill Capital, LLC 2.95% No change 8,000 $3.6M
Safeguard Investment Advisory Group, LLC 1.11% Add +4.1% 7,989 $3.6M
Precedent Wealth Partners, LLC 1.44% Add +5.0% 7,977 $3.6M
Heartwood Wealth Advisors LLC 0.43% Add +29.6% 7,974 $3.6M
Clearwater Capital Advisors, LLC 0.38% Add +6.2% 7,972 $3.6M
Measured Wealth Private Client Group, LLC 1.25% Reduce -0.7% 7,971 $3.6M
Genesee Capital Advisors, LLC 1.74% Reduce -2.6% 7,949 $3.6M
Outlook Wealth Advisors, LLC 1.11% Add +3.4% 7,947 $3.6M
Southland Equity Partners LLC 1.01% Reduce -11.4% 7,946 $3.6M
Washburn Capital Management, Inc. 2.53% Reduce -1.8% 7,929 $3.5M
NorthStar Asset Management LLC 2.46% Add +1.2% 7,929 $3.5M
Gsa Capital Partners LLP 0.25% Add +42.0% 7,928 $3.5M
SJS Investment Consulting Inc. 0.69% Reduce -1.1% 7,926 $3.5M
Abel Hall, LLC 2.50% Add +4.7% 7,903 $3.5M
Collective Family Office LLC 1.04% Add +10.3% 7,893 $3.5M
Williamson Legacy Group, LLC 2.62% Add +1.0% 7,886 $3.5M
CTC LLC 0.26% Reduce -97.8% 7,884 $3.5M
Merrion Investment Management Co, LLC 2.41% No change 7,851 $3.5M
Camarda Financial Advisors, LLC 1.38% Add +180.3% 7,840 $3.5M
SYM FINANCIAL Corp 0.56% Add +12.0% 7,839 $3.5M
XR Securities LLC 5.90% Reduce -25.2% 7,827 $3.5M
MinichMacGregor Wealth Management, LLC 0.85% Reduce -0.0% 7,825 $3.5M
Sterneck Capital Management, LLC 1.98% Add +0.1% 7,819 $3.5M
Strategic Family Wealth Counselors, L.L.C. 1.33% Add +7.3% 7,804 $3.5M
First Affirmative Financial Network 2.42% Add +6.4% 7,803 $3.5M
Glass Jacobson Investment Advisors llc 1.27% Reduce -0.6% 7,802 $3.5M
Brendel Financial Advisors LLC 2.22% New 7,796 $3.5M
KOM Wealth Management Group, LLC 3.25% Reduce -1.8% 7,791 $3.5M
Dimension Capital Management LLC 0.71% Reduce -13.3% 7,788 $3.5M
Stamos Capital Partners, L.P. 0.74% Add +21.6% 7,780 $3.5M
17 Capital Partners, LLC 2.47% Reduce -24.2% 7,762 $3.5M
IRON Financial LLC 1.95% Add +0.8% 7,761 $3.5M
MPS Loria Financial Planners, LLC 1.12% Add +11.3% 7,752 $3.5M
Meridian Wealth Partners, LLC 0.61% Add +7.0% 7,746 $3.5M
Round Hill Asset Management 2.20% Reduce -2.8% 7,734 $3.5M
Castle Wealth Management LLC 1.65% Add +0.1% 7,727 $3.5M
Wescott Financial Advisory Group, LLC 0.40% Add +93.9% 7,709 $3.4M
Joseph Group Capital Management 1.78% Add +4.9% 7,686 $3.4M
First National Corp. /Ma/ 0.82% Reduce -9.2% 7,675 $3.4M
FSA Advisors, Inc. 3.57% Reduce -6.1% 7,813 $3.4M
New Covenant Trust Company, N.A. 3.94% Reduce -2.6% 7,831 $3.4M
N.E.W. Advisory Services LLC 0.37% Reduce -0.2% 7,657 $3.4M
Foresight Capital Management Advisors, Inc. 2.32% Reduce -0.7% 7,648 $3.4M
Beaird Harris Wealth Management, LLC 0.32% Add +29.5% 7,644 $3.4M
Pettinga Financial Advisors LLC 0.86% Add +8.3% 7,640 $3.4M
Heritage Wealth Management, LLC 1.89% Reduce -10.2% 7,636 $3.4M
Heritage Family Offices, LLP 1.89% — 7,636 $3.4M
Audent Global Asset Management, LLC 3.55% Reduce -15.4% 7,621 $3.4M
WealthCare Investment Partners, LLC 1.58% Reduce -3.7% 7,616 $3.4M
Firestone Capital Management 0.93% Add +1.7% 7,611 $3.4M
Schorn Wealth LLC 1.22% Add +5.9% 7,611 $3.4M
Pine Ridge Advisers LLC 0.36% No change 7,610 $3.4M
Ariadne Wealth Management, LP 2.67% — 7,606 $3.4M
New Wave Wealth Advisors LLC 1.82% — 7,599 $3.4M
Kintra Wealth, LLC 2.41% Add +1.8% 7,595 $3.4M
Scientech Research LLC 0.70% Add +516.6% 7,590 $3.4M
Lakewood Asset Management LLC 2.36% Reduce -1.1% 7,590 $3.4M
Alhambra Investment Management LLC 1.86% Reduce -1.9% 7,585 $3.4M
49 Wealth Management, LLC 0.67% Add +33.3% 7,416 $3.4M
Syntax Research, Inc. 2.68% Add +0.0% 7,578 $3.4M
Waycross Investment Management Co 3.27% Reduce -10.8% 7,575 $3.4M
Wallace Advisory Group, LLC 2.44% Add +7.0% 7,574 $3.4M
Fonville Wealth Management LLC 1.34% Add +5.9% 7,565 $3.4M
Lion Street Advisors, LLC 1.25% Add +3.5% 7,556 $3.4M
Values Added Financial LLC 2.43% Add +38.3% 7,551 $3.4M
Windmill Hill Asset Management Ltd 1.41% Reduce -13.1% 7,543 $3.4M
LYNX Capital Group Ltd. 2.33% Reduce -1.9% 7,541 $3.4M
Farrow Financial, Inc. 2.30% Add +0.9% 7,540 $3.4M
Hill Island Financial LLC 1.10% Add +2.0% 7,530 $3.4M
Oder Investment Management, LLC 3.04% Reduce -0.2% 7,501 $3.4M
Davidson Capital Management Inc. 1.03% Add +8.6% 7,483 $3.3M
Copperwynd Financial, LLC 1.09% Add +14.9% 7,990 $3.3M
Magnolia Capital Advisors LLC 1.87% New 7,463 $3.3M
Secured Retirement Advisors, LLC 2.59% Add +9.9% 7,444 $3.3M
Orrstown Financial Services Inc. 1.75% Reduce -2.7% 7,434 $3.3M
BOS Asset Management, LLC 1.54% Add +2.6% 7,422 $3.3M
Tillman Hartley LLC 1.13% No change 7,418 $3.3M
Willner & Heller, LLC 3.18% Reduce -1.0% 7,416 $3.3M
Human Investing LLC 0.64% Add +1.0% 7,393 $3.3M
Cassady Schiller Wealth Management, LLC 1.34% Reduce -10.3% 7,382 $3.3M
New Insight Wealth Advisors 1.94% Add +2.6% 7,381 $3.3M
Sage Capital Management, LLC 1.73% Add +0.1% 7,377 $3.3M
Hilltop Partners LLC 1.22% Add +8.6% 7,373 $3.3M
Townsend & Associates, Inc 0.37% Reduce -1.7% 7,746 $3.3M
ICONIQ Capital, LLC 0.07% Add +100.0% 7,358 $3.3M
Acima Private Wealth, LLC 1.21% Reduce -0.7% 7,357 $3.3M
Shira Ridge Wealth Management 1.83% Add +0.0% 7,339 $3.3M
Rakuten Securities, Inc. 1.41% Reduce -34.5% 7,329 $3.3M
Sunflower Bank, N.A. 0.77% Reduce -7.7% 7,322 $3.3M
Full Sail Capital, LLC 0.22% Add +1.6% 7,307 $3.3M
Pecaut & Co. 1.24% Add +0.0% 7,305 $3.3M
Southern Capital Advisors, LLC 2.02% Reduce -4.8% 7,304 $3.3M
Vivid Wealth Management, LLC 1.83% Reduce -38.0% 7,302 $3.3M
Heritage Wealth Partners, LLC 4.72% Add +0.5% 7,289 $3.3M
LWM Advisory Services, LLC 2.73% Reduce -15.9% 7,282 $3.3M
Summit Wealth & Retirement Planning, Inc. 1.11% Reduce -1.8% 7,281 $3.3M
Old North State Wealth Management, LLC 2.14% Add +5.7% 7,258 $3.3M
Whalen Wealth Management Inc. 2.58% Reduce -0.5% 7,273 $3.3M
Watershed Private Wealth LLC 1.38% Add +0.1% 7,269 $3.2M
First Citizens Financial Corp 1.92% Reduce -3.5% 7,268 $3.2M
Correct Capital Wealth Management 0.76% Add +19.2% 7,259 $3.2M
Safeguard Financial, LLC 0.90% Add +8.4% 7,251 $3.2M
Calton & Associates, Inc. 1.62% Reduce -3.2% 7,242 $3.2M
Aldebaran Financial Inc. 4.24% Add +16.6% 7,240 $3.2M
Spotlight Asset Group, Inc. 2.26% Reduce -3.6% 7,240 $3.2M
Power Wealth Management LLC 1.54% Reduce -5.6% 7,230 $3.2M
Tennessee Valley Asset Management Partners 0.61% Add +24.8% 7,222 $3.2M
Intrepid Financial Planning Group LLC 1.38% Reduce -2.0% 7,211 $3.2M
Advisory Resource Group 0.73% Reduce -1.1% 7,207 $3.2M
Aigen Investment Management, LP 0.63% New 7,207 $3.2M
Taylor Financial Group, Inc. 2.47% Reduce -1.2% 7,199 $3.2M
Park Edge Advisors, LLC 0.98% Reduce -6.6% 7,191 $3.2M
Tevis Investment Management 2.57% Add +3.5% 7,166 $3.2M
Sutton Place Investors LLC 2.13% Reduce -46.6% 7,164 $3.2M
Silverleafe Capital Partners, LLC 1.13% Reduce -0.1% 7,152 $3.2M
Resolute Wealth Strategies, LLC 1.84% Reduce -1.4% 7,147 $3.2M
SFG Wealth Management, LLC. 1.82% Reduce -1.1% 7,145 $3.2M
Elevation Wealth Partners, LLC 1.51% Add +0.3% 7,141 $3.2M
Gerber, LLC 2.51% Add +0.2% 7,140 $3.2M
Goldstone Financial Group, LLC 0.64% Add +29.6% 7,138 $3.2M
Detalus Advisors, LLC 1.09% Add +7.1% 7,136 $3.2M
Nia Impact Advisors, LLC 1.14% Add +8.1% 7,127 $3.2M
Montis Financial, LLC 1.46% Reduce -4.6% 7,124 $3.2M
Eight 31 Financial, LLC 2.45% Reduce -0.4% 7,120 $3.2M
WMG Financial Advisors, LLC 1.68% Add +25.3% 7,114 $3.2M
Pinnacle Wealth Management, LLC 3.97% Reduce -2.1% 7,110 $3.2M
Optivise Advisory Services LLC 1.71% — 7,101 $3.2M
Cranbrook Wealth Management, LLC 0.78% Add +45.3% 7,097 $3.2M
Wolf Group Capital Advisors 1.25% Add +26.6% 7,094 $3.2M
TD Capital Management LLC 0.33% Add +0.4% 7,093 $3.2M
DecisionPoint Financial, LLC 1.06% Reduce -0.4% 7,563 $3.2M
Lavaca Capital LLC 1.72% Add +1.1% 7,062 $3.2M
Idaho Trust Co 1.61% Add +31.9% 7,062 $3.2M
Jessup Wealth Management, Inc 1.35% Reduce -2.0% 7,062 $3.2M
Olistico Wealth, LLC 2.01% Add +1.4% 7,042 $3.1M
Sage Private Wealth Group, LLC 2.65% Add +14.6% 7,038 $3.1M
Onyx Financial Advisors, LLC 1.88% Reduce -0.1% 7,028 $3.1M
Creekmur Asset Management LLC 0.81% Add +8.0% 7,020 $3.1M
Arlington Partners LLC 1.56% Reduce -4.3% 7,015 $3.1M
New World Advisors LLC 0.87% Add +0.7% 7,006 $3.1M
Olstein Capital Management, L.P. 0.56% No change 7,000 $3.1M
Braun-Bostich & Associates Inc. 2.33% Reduce -22.5% 6,999 $3.1M
Eldridge Investment Advisors, Inc. 0.79% Add +6.3% 6,992 $3.1M
Keeler Thomas Management LLC 1.06% Reduce -3.9% 6,980 $3.1M
Proquility Private Wealth Partners, LLC 1.06% Add +0.4% 6,972 $3.1M
Walled Lake Planning & Wealth Management, LLC 1.27% Add +29.2% 6,970 $3.1M
Riversedge Advisors, LLC 0.76% Add +4.8% 6,968 $3.1M
Private Capital Management, LLC 0.37% Reduce -3.4% 6,954 $3.1M
Conscious Wealth Investments, LLC 2.23% Add +0.4% 6,986 $3.1M
Kennon-Green & Company, LLC 2.85% Add +26.4% 6,942 $3.1M
Gill Capital Partners, LLC 1.20% Add +1.1% 6,941 $3.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.66% Add +1.5% 6,938 $3.1M
CMG Global Holdings, LLC 2.05% Reduce -0.2% 6,936 $3.1M
Lipe & Dalton 1.67% Reduce -0.7% 6,933 $3.1M
Aspen Wealth Strategies, LLC 2.15% Reduce -3.3% 6,982 $3.1M
Retirement Capital Strategies 1.24% No change 6,927 $3.1M
FOCUS Wealth Advisors, LLC 1.59% Add +4.4% 6,924 $3.1M
FF Advisors,LLC 2.18% No change 6,924 $3.1M
Brooktree Capital Management 2.63% Reduce -18.8% 6,889 $3.1M
West Wealth Group, LLC 1.09% No change 6,886 $3.1M
Mascoma Wealth Management LLC 0.82% Reduce -2.8% 6,880 $3.1M
WealthCollab, LLC 2.21% No change 6,878 $3.1M
Root Financial Partners, LLC 0.72% Add +0.7% 6,874 $3.1M
Napatree Capital LLC 2.49% Add +75.6% 6,867 $3.1M
First International Bank & Trust 1.06% Reduce -2.9% 6,863 $3.1M
Element Pointe Advisors, LLC 0.78% Reduce -0.4% 6,863 $3.1M
Kaizen Financial Strategies 1.91% Reduce -4.1% 7,239 $3.1M
Parkside Advisors LLC 0.78% Reduce -16.6% 6,844 $3.1M
Investmark Advisory Group LLC 1.63% Add +10.4% 6,843 $3.1M
Northern Capital Management, Inc. 2.04% Add +0.8% 6,836 $3.1M
Kelly Lawrence W & Associates Inc. 0.71% Add +6.0% 6,834 $3.1M
Capasso Planning Partners LLC 0.99% Add +23.8% 6,811 $3.0M
Seven Eight Capital, LP 0.32% Reduce -59.0% 6,798 $3.0M
Capstone Wealth Management Group, LLC 1.99% Add +0.3% 6,797 $3.0M
Twin Focus Capital Partners, LLC 0.49% No change 6,797 $3.0M
RVW Wealth, LLC 0.30% Add +20.9% 6,796 $3.0M
Jackson Creek Investment Advisors LLC 1.11% Reduce -0.5% 6,790 $3.0M
Cortland Associates Inc. 0.38% Add +8.1% 6,789 $3.0M
BigSur Wealth Management LLC 0.93% Add +1.7% 6,785 $3.0M
WestHill Financial Advisors, Inc. 0.74% Reduce -4.8% 6,782 $3.0M
Barnes Pettey Financial Advisors, LLC 2.61% Add +4.3% 6,782 $3.0M
Castleview Partners, LLC 1.72% Reduce -3.1% 6,781 $3.0M
Talisman Wealth Advisors LLC 3.50% Add +0.7% 6,778 $3.0M
Hara Capital LLC 1.94% Reduce -1.6% 6,777 $3.0M
Rosenberg Matthew Hamilton 0.89% Reduce -10.5% 6,627 $3.0M
Private Management Group Inc. 0.12% Add +8.5% 6,769 $3.0M
Eads & Heald Wealth Management 1.46% Reduce -5.4% 6,764 $3.0M
Navalign, LLC 0.95% Add +0.5% 6,756 $3.0M
Spectrum Strategic Capital Management, LLC 2.21% Add +1.4% 6,747 $3.0M
Ritter Daniher Financial Advisory LLC / DE 0.96% Add +0.5% 6,741 $3.0M
Primoris Wealth Advisors, LLC 2.41% Reduce -4.5% 6,733 $3.0M
Coastwise Capital Group, LLC 2.90% Reduce -0.6% 6,713 $3.0M
Sageworth Trust Co 0.19% Add +181.6% 6,696 $3.0M
RPS Advisory Solutions LLC 2.76% — 6,689 $3.0M
Westshore Wealth, LLC 1.24% Reduce -1.4% 6,670 $3.0M
FSB Premier Wealth Management, Inc. 1.35% Add +23.9% 6,666 $3.0M
Altiora Financial Group, LLC 0.71% Add +0.1% 6,662 $3.0M
Motive Wealth Advisors 1.79% Reduce -0.4% 6,657 $3.0M
Burkett Financial Services, LLC 1.53% Reduce -0.7% 6,656 $3.0M
AllSquare Wealth Management LLC 1.79% No change 6,655 $3.0M
Sharkey, Howes & Javer 0.48% Add +0.0% 6,647 $3.0M
Latitude Advisors, LLC 1.81% Reduce -12.8% 6,645 $3.0M
Burton Enright Welch 0.68% Reduce -3.7% 6,642 $3.0M
Per Stirling Capital Management, LLC. 0.48% Reduce -4.0% 6,623 $3.0M
Ade, LLC 1.99% Reduce -0.2% 6,614 $3.0M
Operose Advisors LLC 1.04% Reduce -0.9% 6,602 $3.0M
Glaxis Capital Management, LLC 5.12% Add +17.9% 6,600 $2.9M
Arq Wealth Advisors, LLC 1.28% Reduce -4.5% 6,600 $2.9M
Triumph Capital Management 1.15% Add +1.7% 6,597 $2.9M
TrueWealth Advisors, LLC 1.09% Reduce -8.8% 6,586 $2.9M
Seelaus Asset Management LLC 3.06% Reduce -1.6% 6,578 $2.9M
Deane Retirement Strategies, Inc. 1.51% Reduce -42.6% 6,568 $2.9M
Retirement Income Solutions, Inc. 0.71% No change 6,562 $2.9M
Summit Wealth Group, LLC 0.88% New 6,544 $2.9M
Ruggaard & Associates LLC 1.35% Reduce -0.3% 6,542 $2.9M
Lansing Street Advisors 1.22% Add +13.9% 6,527 $2.9M
Pathway Financial Advisors LLC 0.79% Add +1.0% 6,526 $2.9M
Ulland Investment Advisors, LLC 2.22% Add +6.4% 6,505 $2.9M
Magnolia Capital Management Ltd. 2.43% Add +1.9% 6,489 $2.9M
J.Safra Asset Management Corp 0.29% Add +46.4% 6,487 $2.9M
Seven Post Investment Office LP 0.54% Add +213.4% 6,462 $2.9M
Groesbeck Investment Management Corp. 4.00% Reduce -18.6% 6,457 $2.9M
Summit Wealth Partners, LLC 0.60% Add +14.7% 6,454 $2.9M
Paulson Wealth Management Inc. 0.84% Reduce -0.3% 6,448 $2.9M
River Global Investors LLP 0.79% Reduce -3.4% 6,448 $2.9M
Creekside Partners 1.59% — 6,441 $2.9M
Neumann Capital Management, LLC 0.99% Reduce -1.5% 6,432 $2.9M
VestGen Investment Management 0.85% Add +14.1% 6,431 $2.9M
Phillips Wealth Planners LLC 3.02% Reduce -0.5% 6,153 $2.9M
Geo Capital Gestora de Recursos Ltd 2.85% Add +267.7% 6,413 $2.9M
Doheny Asset Management 2.04% Add +0.2% 6,411 $2.9M
NRI Wealth Management LC 2.22% Add +4.5% 6,406 $2.9M
Johnson Bixby & Associates, LLC 0.48% Reduce -1.2% 6,404 $2.9M
PSI Advisors, LLC 0.91% Reduce -4.1% 6,398 $2.9M
O'Dell Group, LLC 0.70% No change 6,789 $2.9M
Sonoma Private Wealth LLC 4.64% Reduce -1.4% 6,389 $2.9M
A. D. Beadell Investment Counsel, Inc. 2.38% Reduce -6.3% 6,380 $2.9M
Fca Corp. 0.91% Reduce -0.2% 6,374 $2.8M
Delos Wealth Advisors, LLC 2.75% Add +59.5% 6,368 $2.8M
Gallagher Fiduciary Advisors, LLC 0.64% Add +1.0% 6,363 $2.8M
Arbor Capital Management Inc. 2.60% Reduce -4.0% 6,223 $2.8M
Warwick Investment Management, Inc. 0.66% Add +3.4% 6,350 $2.8M
TrueWealth Financial Partners 1.83% Add +36.5% 6,349 $2.8M
Kellett Wealth Advisors, LLC 2.29% Add +2.0% 6,346 $2.8M
Prospect Financial Services LLC 2.18% Add +11.2% 6,345 $2.8M
First National Bank Sioux Falls 1.47% Add +0.4% 6,340 $2.8M
White Lighthouse Investment Management Inc. 0.55% Add +9.5% 6,330 $2.8M
Petra Financial Advisors Inc. 2.03% Reduce -2.1% 6,322 $2.8M
SRH Advisors, LLC 0.95% Reduce -0.9% 6,316 $2.8M
Birchbrook, Inc. 1.69% Reduce -1.4% 6,303 $2.8M
Deuterium Capital Management, LLC 4.75% No change 6,300 $2.8M
Ping Capital Management, Inc. 1.76% — 6,300 $2.8M
Cherrydale Wealth Management, LLC 1.23% Add +11.3% 6,293 $2.8M
Index Fund Advisors, Inc. 0.16% Add +8.6% 6,292 $2.8M
Horan Securities, Inc. 1.22% Reduce -0.4% 6,289 $2.8M
Prairie Wealth Advisors, Inc. 1.42% Reduce -13.9% 6,279 $2.8M
Gen-Wealth Partners Inc 1.35% Add +2.5% 6,259 $2.8M
WealthTrust Asset Management, LLC 2.04% Reduce -37.9% 6,258 $2.8M
Twin City Private Wealth, LLC 2.64% Add +6.9% 6,248 $2.8M
Pacific Capital Wealth Advisors, Inc. 0.51% Add +19.5% 6,230 $2.8M
Corundum Trust Company, INC 8.08% — 6,219 $2.8M
Charter Research & Investment Group, Inc. 2.18% Add +0.7% 6,194 $2.8M
Nabity-Jensen Investment Management Inc 2.26% Add +2.6% 6,193 $2.8M
Smith Thornton Advisors LLC 2.04% — 6,191 $2.8M
Hummer Financial Advisory Services Inc 2.39% Reduce -0.4% 6,189 $2.8M
Triton Wealth Management, PLLC 1.61% Add +0.1% 6,204 $2.8M
Seed Wealth Management, Inc. 2.40% Add +1.3% 6,162 $2.8M
Prepared Retirement Institute LLC 1.82% Add +6.2% 6,158 $2.8M
Family Capital Management, Inc. 1.87% Reduce -3.0% 6,152 $2.7M
Clifford Group, LLC 2.22% Reduce -0.3% 6,144 $2.7M
Trust Co 0.35% Reduce -13.7% 6,143 $2.7M
Elwood & Goetz Wealth Advisory Group, LLC 0.78% Reduce -0.9% 6,121 $2.7M
Oakwell Private Wealth Management, LLC 0.77% Add +5.8% 6,094 $2.7M
Rooted Wealth Advisors, Inc. 1.20% Add +5.0% 6,165 $2.7M
Quantum Portfolio Management LLC 1.56% Add +1.4% 6,072 $2.7M
Prostatis Group LLC 0.95% Reduce -4.1% 6,071 $2.7M
Guild Investment Management, Inc. 3.10% Reduce -1.0% 6,067 $2.7M
G&S Capital LLC 1.18% Add +3.7% 5,973 $2.7M
Cottonwood Capital Advisors, LLC 2.12% Reduce -7.9% 5,896 $2.7M
Seamount Financial Group Inc. 2.20% Add +16.3% 6,034 $2.7M
Horst & Graben Wealth Management LLC 0.51% Reduce -2.0% 6,021 $2.7M
Viking Fund Management LLC 0.48% No change 6,000 $2.7M
Arista Wealth Management, LLC 0.71% Add +213.0% 5,997 $2.7M
Thrive Capital Management, LLC 1.22% Add +18.4% 5,988 $2.7M
Granite Harbor Advisors, Inc. 1.73% Add +2.7% 5,986 $2.7M
Tealwood Asset Management Inc. 1.61% Reduce -0.3% 5,984 $2.7M
X-Square Capital, LLC 0.97% Reduce -3.2% 5,979 $2.7M
CastleKnight Management LP 0.37% Reduce -16.7% 5,980 $2.7M
Lebenthal Global Advisors, LLC 0.58% Add +8.4% 5,960 $2.7M
Facet Wealth, Inc. 0.08% Reduce -2.2% 6,295 $2.7M
Carrera Capital Advisors 0.87% — 5,940 $2.7M
Black Diamond Financial, LLC 0.51% Add +37.7% 5,872 $2.6M
Hexagon Capital Partners LLC 0.57% Add +0.3% 5,871 $2.6M
Kennedy Investment Group, Inc. 1.33% Add +5.1% 5,856 $2.6M
Professional Financial Advisors, LLC 0.72% Add +3.7% 5,847 $2.6M
Check Capital Management Inc. 0.19% Add +1.7% 5,844 $2.6M
Weaver C. Barksdale & Associates, Inc. 2.46% Reduce -1.5% 5,803 $2.6M
360 Financial, Inc. 0.98% Add +0.0% 5,802 $2.6M
Roberts Financial Services LLC 0.52% Reduce -3.4% 5,785 $2.6M
Rain Capital Management, LLC 1.82% Reduce -0.8% 6,224 $2.6M
Financial Management Professionals, Inc. 0.35% Reduce -9.3% 5,747 $2.6M
Ted Buchan & Co 1.38% Add +1.7% 5,741 $2.6M
SRN Advisors, LLC 2.13% Reduce -5.4% 5,741 $2.6M
One Charles Private Wealth Services, LLC 1.07% Add +0.9% 5,740 $2.6M
Global Assets Advisory, LLC 4.08% Add +3.5% 5,732 $2.6M
JMG Financial Group, Ltd. 0.10% Add +13.9% 5,730 $2.6M
Intelligent Financial Strategies 1.58% No change 5,727 $2.6M
Obsidian Cio, LLC 0.61% Add +5.1% 5,704 $2.5M
Fielder Capital Group LLC 0.98% Reduce -0.3% 5,698 $2.5M
BluePointe Capital Management, LLC 1.70% Add +5.1% 5,686 $2.5M
Copperleaf Capital, LLC 2.03% Add +3.2% 5,682 $2.5M
Cohen & Steers, Inc. 0.01% Reduce -1.8% 5,677 $2.5M
Richardson Financial Services Inc. 1.83% Reduce -2.8% 5,673 $2.5M
Rothschild Wealth LLC 0.82% Add +5.3% 5,671 $2.5M
Bright Futures Wealth Management, LLC. 1.38% Reduce -0.3% 6,202 $2.5M
Nova R Wealth, Inc. 1.30% Add +17.7% 5,660 $2.5M
Abound Wealth Management 0.93% Add +0.6% 5,648 $2.5M
EWG Elevate Inc. 0.92% Add +1.1% 5,645 $2.5M
Blue Bell Private Wealth Management, LLC 0.52% Reduce -0.2% 5,639 $2.5M
Optimist Retirement Group LLC 1.32% Add +13.6% 5,638 $2.5M
Security Financial Services, INC. 0.55% Add +2.9% 5,634 $2.5M
Lantern Wealth Advisors, LLC 1.82% Reduce -10.2% 5,625 $2.5M
Alliance Wealth Management Group 0.72% No change 5,622 $2.5M
Macroview Investment Management LLC 2.68% Add +0.2% 5,621 $2.5M
Adamsbrown Wealth Consultants LLC 0.97% Add +3.3% 5,598 $2.5M
USAdvisors Wealth Management, LLC 0.88% Reduce -2.9% 5,598 $2.5M
Painted Porch Advisors LLC 1.41% Reduce -0.9% 5,582 $2.5M
Matrix Trust Co 0.56% Add +5.5% 5,576 $2.5M
Tolleson Wealth Management, Inc. 0.49% Add +5.5% 5,576 $2.5M
Uptick Partners, LLC 1.91% No change 5,912 $2.5M
Campion Asset Management 1.96% No change 5,563 $2.5M
Ogorek Anthony Joseph /NY/ 0.86% Add +14.6% 5,559 $2.5M
Mainsail Asset Management, LLC 1.97% Add +0.1% 5,557 $2.5M
Dunhill Financial, LLC 1.54% Add +46.2% 5,546 $2.5M
1620 Investment Advisors, Inc. 1.94% Add +0.2% 5,533 $2.5M
Shulman DeMeo Asset Management LLC 0.64% Reduce -0.2% 5,522 $2.5M
Virtus Investment Advisers, LLC 2.24% Reduce -26.4% 5,519 $2.5M
PCG Wealth Advisors, LLC 1.07% Add +19.5% 5,517 $2.5M
O'Neil Global Advisors, Inc. 1.16% Add +292.9% 5,500 $2.5M
Sterling Group Wealth Management, LLC 1.41% — 5,492 $2.5M
Grant Street Asset Management, Inc. 0.77% Add +0.1% 5,490 $2.5M
Kiely Wealth Advisory Group, Inc. 1.35% Add +4.6% 6,100 $2.4M
Riverpoint Wealth Management Holdings, LLC 0.68% Add +0.2% 5,476 $2.4M
MorganRosel Wealth Management, LLC 0.86% Reduce -4.5% 5,456 $2.4M
Eagle Wealth Strategies LLC 1.97% Add +2.2% 5,450 $2.4M
M3 Advisory Group, LLC 2.00% Add +21.1% 5,447 $2.4M
Amitell Capital Pte Ltd 2.10% Add +306.7% 5,446 $2.4M
Cedar Wealth Management, LLC 0.79% Reduce -5.6% 5,444 $2.4M
Orgel Wealth Management, LLC 0.07% Add +0.4% 5,439 $2.4M
Legacy Financial Group, Inc. 0.92% Reduce -0.7% 5,438 $2.4M
Inspirion Wealth Advisors, LLC 0.37% Add +7.1% 5,437 $2.4M
Twelve Points Wealth Management LLC 0.85% Reduce -4.0% 5,436 $2.4M
LFA - Lugano Financial Advisors SA 1.85% Reduce -0.5% 5,430 $2.4M
Ascension Capital Advisors, Inc. 1.29% No change 5,420 $2.4M
Texas Capital Bancshares Inc 0.99% Add +3.9% 5,415 $2.4M
Stonekeep Investments, LLC 1.96% — 5,404 $2.4M
Selkirk Management LLC 1.13% No change 5,400 $2.4M
TCWP LLC 5.92% Reduce -0.3% 5,396 $2.4M
Cypress Capital, LLC 0.66% Reduce -6.2% 5,384 $2.4M
Francis Financial, Inc. 0.73% Add +19.2% 5,382 $2.4M
PrairieView Partners, LLC 0.27% Reduce -1.8% 5,383 $2.4M
Three Bridge Wealth Advisors, LLC 0.95% Reduce -16.9% 5,379 $2.4M
Emerald Mutual Fund Advisers Trust 0.13% Add +4.8% 5,376 $2.4M
Moisand Fitzgerald Tamayo, LLC 0.36% Add +1.5% 5,368 $2.4M
Innova Wealth Partners 1.72% Add +8.4% 5,367 $2.4M
Phillips Financial Management, LLC 0.20% Add +23.9% 5,353 $2.4M
Kades & Cheifetz LLC 1.50% Reduce -0.5% 5,351 $2.4M
Constant Guidance Financial LLC 2.48% Reduce -10.3% 5,342 $2.4M
Stonebridge Financial Planning Group, LLC 1.20% Add +16.7% 5,327 $2.4M
Sciencast Management LP 0.83% New 5,326 $2.4M
Roble, Belko & Company, Inc 0.40% Add +1.2% 5,320 $2.4M
Kirtland Hills Capital Management, LLC 1.98% Add +1.7% 5,309 $2.4M
Shay Capital LLC 0.66% Reduce -50.8% 5,300 $2.4M
Portolan Capital Management, LLC 0.20% Reduce -0.0% 5,300 $2.4M
Millington Financial Advisors, LLC 1.64% Add +0.4% 5,299 $2.4M
Hobbs Group Advisors, LLC 0.90% — 5,391 $2.4M
Planning Alternatives Ltd. 0.38% Reduce -0.5% 5,294 $2.4M
Family Asset Management, LLC 1.52% Add +1.8% 5,289 $2.4M
IFG Advisors, LLC 0.56% Add +0.1% 5,285 $2.4M
Rise Advisors, LLC 1.25% Add +0.1% 5,268 $2.4M
GG Group Ventures, LLC 3.26% — 5,685 $2.4M
North Point Portfolio Managers Corp. 0.41% Add +5.9% 5,260 $2.4M
Obsidian Personal Planning Solutions LLC 1.43% Reduce -8.5% 5,253 $2.3M
Fingerlakes Wealth Management, Inc. 2.11% Reduce -1.9% 5,252 $2.3M
Eagle Harbor Asset Management Inc. 2.51% Reduce -1.6% 5,250 $2.3M
Samjo Management, LLC 0.87% Reduce -3.7% 5,250 $2.3M
Marotta Asset Management 0.49% Add +12.9% 5,134 $2.3M
Cedrus LLC 1.17% Add +8.4% 5,239 $2.3M
LaSalle St. Investment Advisors, LLC 1.16% Add +53.3% 5,215 $2.3M
Dixon Fnancial Services, Inc. 1.31% Add +0.1% 5,213 $2.3M
Gardner Russo & Quinn 0.02% Reduce -2.9% 5,205 $2.3M
CarsonAllaria Wealth Management, Ltd. 1.42% Add +3.5% 5,189 $2.3M
Arlington Financial Advisors, LLC 0.51% Reduce -2.1% 5,186 $2.3M
Continuum Wealth Advisors, LLC 1.22% Add +3.6% 5,174 $2.3M
Valtinson Bruner Financial Planning LLC 0.91% Add +4.6% 5,152 $2.3M
Holistic Financial Partners 1.15% Reduce -5.3% 5,138 $2.3M
Truepoint, Inc. 0.07% Reduce -7.3% 5,125 $2.3M
Great Waters Wealth Management 0.35% Add +7.6% 5,120 $2.3M
RS Crum Inc. 0.60% Add +2.9% 5,118 $2.3M
BetterWealth, LLC 0.73% Add +1.5% 5,113 $2.3M
LGL Partners, LLC 0.33% Add +31.2% 5,108 $2.3M
Blue Barn Wealth, LLC 1.27% Add +7.2% 5,098 $2.3M
Aurora Private Wealth, Inc. 1.99% Reduce -7.5% 5,095 $2.3M
Mittelman Wealth Management 1.47% Reduce -0.1% 5,084 $2.3M
LifePlan Financial, LLC 2.09% Reduce -2.9% 5,079 $2.3M
Smallwood Wealth Investment Management, LLC 1.75% Add +12.0% 5,074 $2.3M
Acorn Creek Capital LLC 1.35% Add +2.5% 5,074 $2.3M
Financial & Tax Architects, LLC 0.61% Add +11.9% 5,061 $2.3M
Fourpath Capital Management, LLC 1.67% Reduce -4.0% 5,057 $2.3M
Legacy PCG, LLC 1.42% Add +0.3% 5,055 $2.3M
KRS Capital Management, LLC 1.69% Reduce -3.2% 5,037 $2.3M
Kaydan Wealth Management, Inc. 0.80% Add +5.7% 5,032 $2.2M
Kraft, Davis & Associates, LLC 0.68% Add +1.5% 5,277 $2.2M
Connective Portfolio Management, LLC 3.64% Reduce -28.5% 5,014 $2.2M
US Financial Advisors, LLC 0.75% Add +1.2% 5,007 $2.2M
Echo45 Advisors LLC 1.57% Reduce -14.6% 5,001 $2.2M
Latash Investments, LLC 1.81% No change 5,000 $2.2M
Opus Investment Management Inc. 1.44% No change 5,000 $2.2M
PCJ Investment Counsel Ltd. 0.93% New 5,000 $2.2M
Ally Financial Inc. 0.28% Reduce -86.5% 5,000 $2.2M
Axq Capital, LP 0.52% Add +127.2% 4,999 $2.2M
Concorde Asset Management, LLC 1.38% Reduce -2.8% 4,998 $2.2M
Account Management LLC 2.53% Reduce -3.5% 4,995 $2.2M
Emfo, LLC 1.99% Add +1.0% 4,985 $2.2M
Private Capital Advisors, Inc. 0.25% Add +19.0% 4,954 $2.2M
IMZ Advisory Inc 1.10% Add +1.0% 4,948 $2.2M
Wealth Advisors of Iowa, LLC 1.23% Reduce -0.9% 4,931 $2.2M
Tobam 0.34% Reduce -25.7% 4,910 $2.2M
Financial Freedom, LLC 1.25% Add +4.8% 4,909 $2.2M
Arvest Investments, Inc. 0.35% Add +88.6% 4,908 $2.2M
C M Bidwell & Associates Ltd. 1.47% Reduce -0.2% 4,908 $2.2M
AJOVista, LLC 6.31% No change 4,900 $2.2M
Capital Wealth Alliance, LLC 1.25% Add +16.9% 4,900 $2.2M
Ferguson Shapiro LLC 0.86% Add +8.3% 4,899 $2.2M
Armstrong, Fleming & Moore, Inc 1.40% Add +3.1% 4,893 $2.2M
Cunning Capital Partners, LP 1.22% No change 4,890 $2.2M
Petix & Botte Co 0.62% Add +100.0% 4,868 $2.2M
CJM Wealth Advisers, Ltd. 0.80% Reduce -0.2% 4,756 $2.2M
Davis Capital Management 1.88% Add +23.6% 4,748 $2.2M
Clearview Wealth Advisors LLC 1.89% Reduce -9.4% 4,850 $2.2M
TriaGen Wealth Management LLC 0.84% Reduce -1.5% 4,849 $2.2M
MBM Wealth Consultants, LLC 0.74% Add +1.4% 4,717 $2.2M
American Financial Advisors, LLC 0.31% Add +2.9% 4,835 $2.2M
Yarger Wealth Strategies, LLC 1.30% Add +2.9% 4,826 $2.2M
Lionsbridge Wealth Management LLC 1.72% Reduce -1.4% 4,809 $2.1M
Northeast Financial Group, Inc. 0.92% Add +48.2% 4,799 $2.1M
AM Squared Ltd 6.90% Add +97.3% 4,800 $2.1M
EPIQ Capital Group, LLC 0.75% Add +123.1% 4,797 $2.1M
Silver Oak Advisory Group, Inc. 1.19% Reduce -1.0% 4,799 $2.1M
Sequent Planning LLC 0.73% Reduce -4.8% 4,693 $2.1M
Cedar Mountain Advisors, LLC 0.53% Reduce -0.0% 4,792 $2.1M
Aspen Wealth Management LLC 0.74% Add +0.6% 4,789 $2.1M
Spectrum Planning & Advisory Services Inc. 2.05% — 4,700 $2.1M
Victory Financial Group, LLC 0.99% Reduce -5.9% 4,754 $2.1M
KFG Wealth Management, LLC 0.84% Reduce -2.6% 4,751 $2.1M
TLWM 0.47% Reduce -0.0% 4,739 $2.1M
Mine & Arao Wealth Creation & Management, LLC. 1.03% Add +8.3% 4,726 $2.1M
4J Wealth Management LLC 1.75% Reduce -0.7% 4,723 $2.1M
New Jersey Better Educational Savings Trust 4.21% Reduce -53.5% 4,709 $2.1M
Austin Asset Management Co Inc 0.45% Add +1.2% 4,707 $2.1M
Cornerstone National Bank & Trust Co 1.03% Add +1.2% 4,707 $2.1M
Flagstone Financial Management 0.78% Reduce -0.5% 4,702 $2.1M
Profit Investment Management, LLC 1.31% Reduce -0.8% 4,689 $2.1M
Meritas Wealth Management, LLC 1.48% No change 4,689 $2.1M
Jackson Thornton Wealth Management, LLC 0.32% No change 4,682 $2.1M
Smart Portfolios, LLC 2.11% Add +11.8% 4,677 $2.1M
CAP Partners, LLC 1.70% Add +5.2% 4,676 $2.1M
Napa Wealth Management 1.41% Add +11.8% 4,670 $2.1M
Blueshift Asset Management, LLC 0.70% New 4,647 $2.1M
Capital Management Associates, Inc 1.26% Add +0.1% 4,645 $2.1M
Hanover Advisors Inc. 0.92% Add +1.2% 4,639 $2.1M
BlueChip Wealth Advisors LLC 1.22% Add +16.6% 4,635 $2.1M
Valued Retirements, Inc. 3.14% Reduce -3.5% 4,624 $2.1M
BayBridge Capital Group, LLC 1.61% Add +1.5% 4,608 $2.1M
Cowa, LLC 1.10% Add +0.9% 4,604 $2.1M
Endowment Wealth Management, Inc. 1.49% Reduce -1.1% 4,585 $2.0M
Lansdowne Partners (uk) LLP 0.16% No change 4,584 $2.0M
Atwood & Palmer Inc. 0.15% Reduce -9.0% 4,574 $2.0M
Cravens & Co Advisors, LLC 1.52% Reduce -5.5% 4,569 $2.0M
Armor Investment Advisors, LLC 0.94% Add +29.7% 4,568 $2.0M
Windsor Capital Management, LLC 0.63% Reduce -0.4% 4,565 $2.0M
Next Capital Management LLC 0.86% Reduce -1.1% 4,563 $2.0M
Diversified Portfolios, Inc. 0.27% Reduce -0.2% 4,560 $2.0M
Newport Capital Group, LLC 1.61% — 4,558 $2.0M
Prairiewood Capital, LLC 0.97% Reduce -0.3% 4,554 $2.0M
Keyes, Stange & Wooten Wealth Management, LLC 1.42% Reduce -3.0% 4,550 $2.0M
Wetzel Investment Advisors, Inc. 1.17% Add +0.2% 4,851 $2.0M
Richmond Brothers, Inc. 4.02% Reduce -11.3% 4,544 $2.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.79% Reduce -1.8% 4,791 $2.0M
Alterna Wealth Management, Inc. 1.77% Reduce -0.9% 4,531 $2.0M
Betterment LLC 0.01% Add +11.9% 4,518 $2.0M
Rock Point Advisors, LLC 0.60% Reduce -2.3% 4,506 $2.0M
Prescott Group Capital Management, L.L.C. 0.31% No change 4,500 $2.0M
Financial Network Wealth Advisors LLC 1.50% Add +1.9% 4,497 $2.0M
Riverstone Advisors, LLC 1.23% Add +3.3% 4,485 $2.0M
OMNI 360 Wealth, Inc. 1.52% Add +2.2% 4,475 $2.0M
PFG Private Wealth Management, LLC 1.21% Add +2.6% 4,475 $2.0M
OxenFree Capital LLC 1.74% Add +0.5% 4,470 $2.0M
Bayshore Asset Management, LLC 1.00% No change 4,458 $2.0M
Von Berge Wealth Management Group, LLC 1.27% Add +2.6% 4,362 $2.0M
MN Wealth Advisors, LLC 1.16% Add +5.6% 4,454 $2.0M
Vista Investment Management 0.81% Add +2.0% 4,452 $2.0M
Rodgers & Associates, LTD 0.25% Add +8.5% 4,431 $2.0M
Caitlin John, LLC 1.44% Add +6.6% 4,430 $2.0M
Heritage Investment Group, Inc. 0.27% Reduce -1.6% 4,430 $2.0M
Comprehensive Wealth Management, LLC 1.45% Reduce -4.5% 4,426 $2.0M
Up Strategic Wealth Investment Advisors LLC 2.99% Add +8.9% 4,422 $2.0M
Pin Oak Investment Advisors Inc. 1.89% Reduce -3.0% 4,410 $2.0M
SMART Wealth LLC 0.80% Add +16.4% 4,401 $2.0M
Client First Investment Management LLC 1.53% No change 4,400 $2.0M
Stevard, LLC 1.70% Add +18.6% 4,393 $2.0M
Krane Funds Advisors LLC 0.08% Reduce -10.0% 4,392 $2.0M
Riverwater Partners LLC 1.45% Reduce -3.7% 4,388 $2.0M
Maripau Wealth Management LLC 1.34% Add +23.8% 4,388 $2.0M
Planning Center, Inc. 0.26% Reduce -2.1% 4,386 $2.0M
Essential Planning, LLC. 0.86% Reduce -7.7% 4,378 $2.0M
Precision Wealth Strategies, LLC 2.02% Add +43.4% 4,375 $2.0M
Bell Investment Advisors, Inc 0.38% Add +0.2% 4,374 $2.0M
Centennial Wealth Advisory LLC 0.85% Add +10.4% 4,369 $2.0M
Blossom Wealth Management 4.25% Reduce -2.5% 4,367 $2.0M
Bridge Advisory, LLC 0.96% Add +0.2% 4,342 $1.9M
Waterway Wealth Management, LLC 0.95% Add +7.1% 4,320 $1.9M
Eclectic Associates Inc. 0.86% Reduce -2.0% 4,320 $1.9M
Acorns Advisers, LLC 0.02% Add +41.9% 4,316 $1.9M
Mayfair Advisory Group, LLC 1.31% Reduce -0.7% 4,252 $1.9M
Pacific Center for Financial Services 0.54% No change 4,304 $1.9M
Kearns & Associates LLC 1.44% No change 4,300 $1.9M
Arcus Capital Partners, LLC 0.74% Add +14.6% 4,292 $1.9M
Curtis Advisory Group, LLC 0.68% Reduce -0.8% 4,291 $1.9M
Pacific Sun Financial Corp 1.13% Reduce -0.2% 4,290 $1.9M
Red Tortoise LLC 1.05% Add +0.0% 4,289 $1.9M
Guidance Point Advisors, LLC 0.62% Reduce -13.2% 4,286 $1.9M
KFA Private Wealth Group, LLC 0.99% Reduce -46.1% 4,286 $1.9M
Breed's Hill Capital LLC 1.69% Reduce -0.2% 4,277 $1.9M
Community Bank of Raymore 1.48% Reduce -39.8% 4,276 $1.9M
Robinson Smith Wealth Advisors LLC 1.68% Add +18.9% 4,275 $1.9M
Strategic Advocates LLC 0.76% Reduce -18.1% 4,273 $1.9M
Coordinated Financial Services, Inc. 1.66% Reduce -2.4% 4,266 $1.9M
Gridiron Partners, LLC 1.21% No change 4,265 $1.9M
Slocum, Gordon & Co LLP 1.42% Add +1.1% 4,259 $1.9M
Ridgewood Investments LLC 0.95% Reduce -47.5% 4,253 $1.9M
Saxony Capital Management, LLC 2.09% Reduce -2.6% 4,247 $1.9M
Doliver Advisors, LP 0.53% Reduce -1.2% 4,239 $1.9M
Norman Fields, Gottscho Capital Management, LLC 0.66% Add +16.2% 4,059 $1.9M
apricus wealth, LLC 1.35% Add +11.7% 4,232 $1.9M
Bridger Management, LLC 0.97% No change 4,230 $1.9M
Whitaker-Myers Wealth Managers, LTD. 0.70% Add +4.2% 4,223 $1.9M
Phocas Financial Corp. 0.21% No change 4,215 $1.9M
Veery Capital, LLC 0.76% Reduce -0.1% 4,215 $1.9M
Foguth Wealth Management, LLC. 0.83% Add +4.8% 4,213 $1.9M
Hill Investment Group Partners, LLC 0.25% Add +1.3% 4,223 $1.9M
Heritage Wealth Management, Inc. 1.81% Reduce -1.2% 4,188 $1.9M
Capstone Investment Advisors, LLC 0.08% Reduce -85.7% 4,178 $1.9M
Greenspring Advisors, LLC 0.45% Reduce -11.4% 4,177 $1.9M
Sterling Financial Group, Inc. 0.85% Add +0.7% 4,176 $1.9M
Cedar Brook Financial Partners, LLC 14.04% Reduce -78.6% 4,176 $1.9M
Integrity Wealth Solutions LLC 1.21% Reduce -30.6% 4,159 $1.9M
Elmwood Wealth Management, Inc. 0.83% Reduce -0.6% 4,153 $1.9M
Malaga Cove Capital, LLC 0.75% Reduce -0.5% 4,149 $1.9M
Paladin Advisory Group, LLC 1.44% Reduce -1.4% 4,054 $1.9M
Kelly Financial Services LLC 0.66% Add +3.2% 4,137 $1.8M
Elser Financial Planning, Inc 0.31% — 4,132 $1.8M
Zeit Capital LLC 1.49% Reduce -32.7% 4,118 $1.8M
Pingora Partners LLC 1.31% Reduce -0.2% 4,117 $1.8M
LGT Financial Advisors LLC 3.88% Reduce -4.8% 4,115 $1.8M
RMR Capital Management, LLC 1.68% Reduce -1.5% 4,107 $1.8M
Stephens Consulting, LLC 0.52% Reduce -11.8% 4,106 $1.8M
Catalyst Private Wealth, LLC 0.97% Add +0.2% 4,105 $1.8M
MA Private Wealth 0.36% No change 4,088 $1.8M
Selective Wealth Management, Inc. 0.80% Reduce -2.5% 3,969 $1.8M
Lockerman Financial Group, Inc. 3.31% Reduce -0.1% 4,077 $1.8M
Intrepid Capital Management Inc. 1.16% Add +11.5% 4,076 $1.8M
Hofer & Associates. Inc 1.41% Add +2.6% 4,076 $1.8M
Veridan Wealth LLC 0.73% — 3,650 $1.8M
Crumly & Associates Inc. 0.52% Add +0.3% 4,062 $1.8M
Mach-1 Financial Group, LLC 1.28% Add +6.6% 4,057 $1.8M
Ironwood Investment Management LLC 0.97% Reduce -34.7% 4,056 $1.8M
New Vernon Investment Management LLC 2.35% No change 4,042 $1.8M
Pearl River Capital, LLC 0.29% New 4,040 $1.8M
Georgetown University 0.60% Add +0.1% 4,031 $1.8M
Clear Investment Research, LLC 2.34% Add +2.5% 4,021 $1.8M
Pasadena Private Wealth, LLC 0.42% Reduce -2.3% 4,016 $1.8M
National Wealth Management Group, LLC 1.37% Add +4.4% 4,012 $1.8M
Conrad Siegel Investment Advisors, Inc. 0.52% No change 4,007 $1.8M
Sentinel Pension Advisors, LLC 0.37% Add +0.8% 4,003 $1.8M
First Wilshire Securities Management Inc. 0.55% No change 4,000 $1.8M
Gruss & Co., LLC 9.70% Add +14.3% 4,000 $1.8M
Sassicaia Capital Advisers LLC 7.23% New 4,000 $1.8M
Willow Creek Wealth Management Inc. 0.20% Reduce -1.1% 3,996 $1.8M
FWG Investments, LLC. 1.80% Reduce -1.6% 3,989 $1.8M
Encompass More Asset Management 1.27% Add +1.2% 3,981 $1.8M
ICA Group Wealth Management, LLC 1.07% Reduce -76.8% 3,980 $1.8M
Balentine LLC 0.08% Reduce -97.4% 3,979 $1.8M
Yost Capital Management, LP 2.96% Reduce -50.1% 3,970 $1.8M
Santori & Peters, Inc. 0.76% Reduce -5.3% 3,967 $1.8M
Whelan Financial 0.79% Add +3.5% 3,961 $1.8M
Rinkey Investments 0.64% No change 3,959 $1.8M
Powell Investment Advisors, LLC 0.92% Reduce -4.0% 3,957 $1.8M
Vertex Planning Partners, LLC 0.46% Add +2.1% 3,954 $1.8M
Sage Advisors, LLC 1.43% Add +46.7% 3,948 $1.8M
Armbruster Capital Management, Inc. 0.37% Add +15.5% 3,947 $1.8M
Covestor Ltd 1.14% Add +6.0% 3,944 $1.8M
Portfolio Strategies, Inc. 0.24% Reduce -55.4% 3,932 $1.8M
Impact Partnership Wealth, LLC 0.46% Add +62.7% 3,930 $1.8M
Koss-Olinger Consulting, LLC 0.16% Reduce -83.0% 3,926 $1.8M
Curran Financial Partners, LLC 0.59% Add +16.6% 3,924 $1.8M
Rovin Capital /Ut/ 0.73% Add +12.6% 3,920 $1.8M
Trinity Financial Advisors LLC 0.78% Add +9.9% 3,918 $1.8M
Worth Asset Management, LLC 1.04% Reduce -13.5% 3,907 $1.7M
Hardin Capital Partners, LLC 1.14% — 3,902 $1.7M
LVZ, Inc. 0.24% Add +22.0% 3,899 $1.7M
Cascade Wealth Advisors, Inc 1.29% Reduce -5.7% 4,160 $1.7M
IMPACTfolio, LLC 0.97% Add +1.5% 3,887 $1.7M
Peterson Wealth Advisors, LLC 0.36% Add +1.2% 3,880 $1.7M
Vantage Financial Partners Ltd., Inc. 0.43% Reduce -4.1% 3,871 $1.7M
JAT Capital Mgmt LP 0.27% Reduce -66.0% 3,870 $1.7M
One Plus One Wealth Management, LLC 0.99% Reduce -34.4% 3,867 $1.7M
jvl associates llc 0.69% Add +0.1% 3,861 $1.7M
DiNuzzo Private Wealth, Inc. 0.23% Add +5.2% 3,850 $1.7M
Sard Wealth Management Group, LLC 1.20% Reduce -10.3% 3,832 $1.7M
Reston Wealth Management LLC 0.68% Add +3.2% 3,825 $1.7M
Mosley Wealth Management 1.45% Add +12.7% 3,822 $1.7M
Granite FO LLC 1.09% Reduce -0.7% 3,820 $1.7M
Retirement Guys Formula LLC 0.82% Reduce -15.9% 3,814 $1.7M
Greenhouse Wealth Management, LLC 1.24% Add +0.1% 3,804 $1.7M
PYA Waltman Capital, LLC 0.62% Add +0.1% 3,801 $1.7M
Planning Capital Management Corp 1.20% Add +31.8% 3,800 $1.7M
Revisor Wealth Management LLC 1.18% Reduce -41.2% 3,800 $1.7M
Hart & Patterson Financial Group LLC 0.84% Add +1.9% 3,799 $1.7M
Biechele Royce Advisors 0.57% Add +2.9% 3,792 $1.7M
Mainstay Capital Management LLC 0.30% Add +7.2% 3,791 $1.7M
Tucker Asset Management LLC 0.37% Reduce -8.6% 3,788 $1.7M
Bantamac Capital, LLC 1.01% Reduce -9.9% 3,786 $1.7M
Fortitude Family Office, LLC 0.96% Add +34.4% 3,783 $1.7M
Rezny Wealth Management, Inc. 0.45% Add +26.4% 3,776 $1.7M
AlphaQuest LLC 0.23% Add +26.6% 3,763 $1.7M
Sterling Wealth Management, Inc. 0.80% Add +0.8% 3,759 $1.7M
Frazier Financial Advisors, LLC 1.33% Add +3.3% 3,758 $1.7M
Vance Wealth, LLC 0.69% Add +5.8% 3,754 $1.7M
Corrigan Financial, Inc. 0.43% No change 3,980 $1.7M
Archvest Wealth Advisors, Inc. 1.11% Add +17.8% 3,662 $1.7M
Seneca Financial Advisors LLC 0.86% Add +2.1% 3,734 $1.7M
Foundation Wealth Management, LLC 1.31% Add +1.3% 3,731 $1.7M
Smith & Howard Wealth Management, LLC 0.50% Add +5.1% 3,721 $1.7M
Yeomans Consulting Group, Inc. 0.64% Add +10.7% 3,718 $1.7M
Joule Financial, LLC 0.68% Reduce -0.4% 3,715 $1.7M
Strategic Investment Solutions, Inc. 0.54% — 5,562 $1.7M
Redwood Financial Network Corp 1.39% Add +2.1% 3,704 $1.7M
Family Firm, Inc. 0.37% Add +3.1% 3,696 $1.7M
Matrix Private Capital Group LLC 1.04% Add +7.5% 3,691 $1.6M
SilverOak Wealth Management LLC 0.40% Add +0.9% 3,686 $1.6M
Systematic Financial Management LP 0.05% Reduce -6.0% 3,685 $1.6M
Tenon Financial LLC 1.28% Add +1.5% 3,670 $1.6M
Voisard Asset Management Group, Inc. 0.80% Add +26.9% 3,669 $1.6M
WFA of San Diego, LLC 1.47% — 3,663 $1.6M
Mountain Capital Investment Advisors Inc. 0.41% Add +6.1% 3,604 $1.6M
Element Wealth, LLC 0.92% Reduce -0.0% 3,649 $1.6M
FSC Wealth Advisors, LLC 1.20% Add +0.1% 3,643 $1.6M
Garrison Asset Management, LLC 0.85% Reduce -1.1% 3,630 $1.6M
Avion Wealth 0.45% Add +3.9% 3,627 $1.6M
Act Wealth Management, LLC 0.80% Add +4.7% 3,622 $1.6M
Saiph Capital, LLC 0.72% Add +4.1% 3,620 $1.6M
Basepoint Wealth LLC 1.28% Add +4.6% 3,619 $1.6M
Strategic Financial Partners, Ltd. 0.89% Add +0.0% 3,617 $1.6M
EMC Capital Management 0.93% Add +0.0% 3,538 $1.6M
Silver Coast Investments LLC 0.66% Reduce -0.8% 3,607 $1.6M
Holland Advisory Services, Inc. 1.99% Add +0.8% 3,607 $1.6M
Clayton Financial Group LLC 0.70% Add +2.5% 3,830 $1.6M
Tacita Capital Inc 1.13% Reduce -17.6% 3,594 $1.6M
OPTIMAS CAPITAL Ltd 1.83% New 3,988 $1.6M
CBIZ Investment Advisory Services, LLC 0.09% Add +1.4% 3,586 $1.6M
Earnest Partners LLC 0.01% No change 3,585 $1.6M
Geometric Wealth Advisors 0.33% Add +61.5% 3,578 $1.6M
Seascape Capital Management 0.60% Reduce -0.0% 3,573 $1.6M
Castlekeep Investment Advisors LLC 1.23% Reduce -0.3% 3,567 $1.6M
Howard Wealth Management, LLC 1.25% Add +0.7% 3,543 $1.6M
Crane Advisory, LLC 0.31% Add +0.7% 3,386 $1.6M
Wiser Advisor Group LLC 2.48% Add +2.6% 3,532 $1.6M
FMFE Wealth Management, LLC 1.47% Reduce -0.9% 3,531 $1.6M
Presilium Private Wealth, LLC 0.40% Reduce -0.7% 3,522 $1.6M
Awm Capital, LLC 0.24% Add +9.4% 3,511 $1.6M
Private Wealth Management Group, LLC 0.68% Reduce -2.9% 3,508 $1.6M
Vermillion & White Wealth Management Group, LLC 1.18% Add +19.3% 3,508 $1.6M
Stordahl Capital Management, Inc. 0.39% No change 3,502 $1.6M
Ackerman Capital Advisors, LLC 0.41% No change 3,495 $1.6M
Drake & Associates, LLC 0.56% Add +0.8% 3,485 $1.6M
Insight 2811, Inc. 0.81% Reduce -0.3% 3,483 $1.6M
Intelligence Driven Advisers, LLC 0.22% Add +18.5% 3,480 $1.6M
Magnolia Wealth Management, LLC 1.17% Add +82.3% 3,471 $1.6M
Clarus Wealth Advisors 0.82% Add +0.0% 3,327 $1.6M
Creative Capital Management Investments LLC 0.75% Reduce -0.3% 3,470 $1.6M
Smart Money Group LLC 0.55% Add +3.4% 3,705 $1.5M
Muirfield Wealth Advisors LLC 1.45% Add +1.1% 3,460 $1.5M
Columbus Macro, LLC 0.60% Reduce -1.1% 3,405 $1.5M
VitalStone Financial, LLC 1.12% Add +32.3% 3,455 $1.5M
Wade Financial Advisory, Inc 0.56% No change 3,455 $1.5M
Kooman & Associates 0.62% Reduce -0.8% 3,452 $1.5M
Rebalance, LLC 0.12% Add +0.7% 3,451 $1.5M
Echo Wealth Management, LLC 1.16% Add +50.7% 3,449 $1.5M
Heck Capital Advisors, LLC 0.19% Add +0.1% 3,449 $1.5M
Coho Partners, Ltd. 0.05% Reduce -47.9% 3,448 $1.5M
Colorado Capital Management, Inc. 0.86% Reduce -5.3% 3,447 $1.5M
WPWealth LLP 0.37% Reduce -2.0% 3,445 $1.5M
Range Financial Group LLC 0.79% Add +2.1% 3,443 $1.5M
William B. Walkup & Associates, Inc. 1.01% — 3,439 $1.5M
Planned Solutions, Inc. 0.75% Reduce -13.0% 3,431 $1.5M
Parker Financial LLC 0.83% Reduce -4.5% 3,424 $1.5M
Privium Fund Management (UK) Ltd 0.60% Reduce -68.6% 3,314 $1.5M
Defined Wealth Management, LLC 1.06% Add +5.2% 3,406 $1.5M
Defender Capital, LLC. 0.52% Add +31.0% 3,396 $1.5M
Diker Management LLC 1.28% No change 3,392 $1.5M
FinDec Wealth Services, Inc. 0.95% Reduce -0.1% 3,384 $1.5M
Camelot Portfolios, LLC 0.86% Add +276.8% 3,380 $1.5M
TPG Financial Advisors, LLC 0.71% — 3,376 $1.5M
Algebris (uk) Ltd. 0.49% Add +41.2% 3,615 $1.5M
Brand Asset Management Group, Inc. 0.64% Add +14.4% 3,374 $1.5M
BHK Investment Advisors, LLC 0.59% Add +10.9% 3,363 $1.5M
FMB Wealth Management 1.14% Add +2.7% 3,363 $1.5M
Insight Folios Inc 0.61% Add +3.5% 3,354 $1.5M
Cassia Capital Partners, LLC 0.99% Reduce -17.1% 3,353 $1.5M
Forthright Family Wealth Advisory LLC 0.96% Add +11.8% 3,349 $1.5M
Market Street Wealth Management Advisors LLC 0.26% Add +3.0% 3,343 $1.5M
Cresta Advisors, Ltd. 0.88% Add +61.3% 3,339 $1.5M
Sugar Maple Asset Management, LLC 1.44% Add +2.4% 3,331 $1.5M
Monumental Financial Group Inc. 0.65% Reduce -12.0% 3,327 $1.5M
Windsor Advisory Group, LLC 2.98% Add +38.8% 3,327 $1.5M
Hoge Financial Services, LLC 1.21% Add +35.0% 3,317 $1.5M
Sterling Financial Planning, Inc. 0.60% No change 3,312 $1.5M
Hyperion Partners, LLC 1.05% Reduce -3.5% 3,305 $1.5M
Edge Financial Advisors LLC 1.53% Reduce -42.4% 3,300 $1.5M
Sage Investment Advisers LLC 1.67% Reduce -3.7% 3,297 $1.5M
Tobias Financial Advisors, Inc. 0.32% Add +8.7% 3,292 $1.5M
Planning Directions Inc. 1.00% Add +0.8% 3,290 $1.5M
Legacies Wealth LLC 1.28% Add +1.2% 3,290 $1.5M
ACT Advisors, LLC. 0.76% Add +10.4% 3,284 $1.5M
Cambridge Financial Group, LLC 0.67% Add +1.1% 3,274 $1.5M
R. W. Roge & Company, Inc. 0.83% Reduce -9.0% 3,267 $1.5M
Visionary Horizons, LLC 1.07% Reduce -1.1% 3,266 $1.5M
Asset Planning Corporation 1.09% Reduce -5.8% 3,256 $1.5M
Deseret Mutual Benefit Administrators 0.67% Add +0.8% 3,255 $1.5M
Rather & Kittrell, Inc. 0.40% Reduce -0.5% 3,251 $1.5M
Guardian Financial Partners, LLC 0.96% Reduce -8.8% 3,246 $1.5M
Mowery & Schoenfeld Wealth Management, LLC 2.08% Add +4.5% 3,246 $1.5M
Wallace Capital Management Inc. 0.21% Add +22.7% 3,242 $1.4M
Gallacher Capital Management LLC 0.76% Reduce -2.6% 3,240 $1.4M
True Link Financial Advisors, LLC 0.13% Add +7.0% 3,238 $1.4M
Morling Financial Advisors, LLC 0.63% Add +11.1% 3,234 $1.4M
Kuhn & Co Investment Counsel 1.29% Reduce -0.3% 3,228 $1.4M
WESPAC Advisors, LLC 1.13% Reduce -15.7% 3,219 $1.4M
HighMark Wealth Management LLC 0.86% Add +1.4% 3,200 $1.4M
Acas, LLC 1.24% Reduce -4.6% 3,417 $1.4M
Hiley Hunt Wealth Management 0.88% Reduce -4.7% 3,195 $1.4M
Brightwater Advisory LLC 1.10% Add +865.6% 31,856 $1.4M
Peak Financial Management, Inc. 0.45% Reduce -3.3% 3,185 $1.4M
Christensen, King & Associates Investment Services, Inc. 0.70% Reduce -1.2% 3,184 $1.4M
Cypress Point Wealth Management, LLC 0.67% Reduce -1.1% 3,183 $1.4M
Councilor Wealth, LLC 0.73% Reduce -10.4% 3,181 $1.4M
Horizon Bancorp Inc. 0.67% Reduce -3.2% 3,176 $1.4M
Schwartz Investment Counsel Inc. 0.05% Reduce -5.2% 3,175 $1.4M
Cairn Investment Group, Inc. 0.83% Add +0.1% 3,175 $1.4M
Raffa Wealth Management, LLC 0.40% Add +5.5% 3,174 $1.4M
Keener Financial Planning LLC 0.92% Reduce -2.8% 3,171 $1.4M
ArrowMark Colorado Holdings LLC 0.02% No change 3,169 $1.4M
Gimbal Financial 1.04% Reduce -2.3% 3,115 $1.4M
CPA Asset Management Group, LLC 0.76% Reduce -1.6% 3,166 $1.4M
Accordant Advisory Group Inc 1.38% Reduce -37.9% 3,165 $1.4M
Elite Life Management LLC 5.47% Add +3.9% 3,158 $1.4M
Sightline Wealth Advisors, LLC 0.88% Add +7.5% 3,157 $1.4M
Alaska Wealth Advisors, LLC 0.22% Reduce -8.2% 3,156 $1.4M
Koa Wealth Management, LLC 1.19% Reduce -2.9% 3,154 $1.4M
Dean Investment Associates, LLC 0.20% Reduce -6.6% 3,149 $1.4M
Harvest Investment Services, LLC 0.56% Reduce -0.1% 3,138 $1.4M
Keb Asset Management, LLC 0.47% Reduce -4.2% 3,138 $1.4M
Welch Capital Partners LLC 0.33% Add +51.2% 3,137 $1.4M
CMC Financial Group 2.33% Add +0.9% 3,135 $1.4M
Maren Capital LLC 0.14% Reduce -32.4% 3,134 $1.4M
Shelton Wealth Management, LLC 0.84% Reduce -6.5% 3,133 $1.4M
Arlington Capital Management, Inc. 1.21% Add +1.2% 3,128 $1.4M
Epiq Partners, LLC 0.94% No change 3,124 $1.4M
POM Investment Strategies, LLC 1.12% Add +9.9% 3,119 $1.4M
Financial Guidance Group, Inc. 0.86% No change 3,118 $1.4M
Long Road Investment Counsel, LLC 0.61% No change 3,117 $1.4M
Sprinkle Financial Consultants LLC 1.10% Add +2.1% 3,115 $1.4M
Marquette Asset Management, LLC 0.24% No change 3,113 $1.4M
Avaii Wealth Management, LLC 0.77% Add +6.6% 3,107 $1.4M
Tanglewood Legacy Advisors, LLC 0.66% Add +8.5% 3,106 $1.4M
Pachira Investments Inc. 1.23% Add +48.9% 3,105 $1.4M
DDFG, Inc 0.43% Add +4.4% 3,098 $1.4M
Verus Financial Partners, Inc. 0.16% Add +0.5% 3,097 $1.4M
Lutz Financial Services LLC 0.12% Reduce -0.3% 3,088 $1.4M
Capital Markets Trading UK LLP 1.01% Reduce -5.0% 3,081 $1.4M
Brogan Financial, Inc. 0.87% Add +0.8% 3,081 $1.4M
Gibson Capital, LLC 0.30% Reduce -0.3% 3,080 $1.4M
Garrett Wealth Advisory Group, LLC 0.50% Add +81.2% 3,078 $1.4M
Aspire Wealth Management Corp 0.79% Reduce -0.2% 3,073 $1.4M
IVC Wealth Advisors LLC 0.77% Add +3.8% 3,070 $1.4M
Henrickson Nauta Wealth Advisors, Inc. 0.58% Reduce -7.9% 3,061 $1.4M
RFG Holdings, Inc. 0.52% Add +41.1% 3,047 $1.4M
Hibernia Wealth Partners, LLC 0.47% Add +290.6% 3,043 $1.4M
Wick Capital Partners, LLC 0.47% New 3,043 $1.4M
LifePlan Investment Advisors, Inc. 0.98% Add +3.2% 3,036 $1.4M
Trinity Wealth Management, LLC 0.67% Reduce -1.2% 3,026 $1.4M
Financial Synergies Wealth Advisors, Inc. 0.18% Add +16.3% 3,025 $1.4M
Gray Private Wealth, LLC 0.86% Reduce -0.6% 3,019 $1.3M
JBR Co Financial Management Inc 0.95% Add +4.1% 3,018 $1.3M
MAS Advisors LLC 3.21% No change 3,013 $1.3M
McNaughton Wealth Management, LLC 0.71% Add +4.5% 3,012 $1.3M
Pension & Wealth Management Advisors, Inc. 0.77% No change 3,009 $1.3M
Stephens Investment Management Group LLC 0.02% Add +2.9% 3,006 $1.3M
Tower Wealth Partners, Inc. 0.83% Add +12.1% 3,004 $1.3M
TruNorth Capital Management, LLC 0.44% Add +13.2% 3,002 $1.3M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.11% Reduce -40.0% 3,000 $1.3M
Winslow Asset Management Inc. 0.26% No change 2,998 $1.3M
Capricorn Fund Managers Ltd 0.94% No change 2,986 $1.3M
Moody Aldrich Partners LLC 0.26% Reduce -7.2% 2,986 $1.3M
Birmingham Capital Management Co. Inc. 0.52% Reduce -3.9% 2,982 $1.3M
Global Wealth Strategies & Associates 0.48% Reduce -7.8% 2,972 $1.3M
Wealthgarden F.S. LLC 1.39% — 2,955 $1.3M
Ridgepath Capital Management LLC 1.30% Add +27.0% 2,954 $1.3M
Capital Square, LLC 0.86% Add +7.3% 2,972 $1.3M
Bridgewealth Advisory Group, LLC 0.58% Add +5.9% 2,931 $1.3M
Davis Investment Partners, LLC 0.54% No change 2,881 $1.3M
Pitti Group Wealth Management, LLC 1.42% Reduce -4.0% 3,475 $1.3M
Flower City Capital 0.84% Reduce -1.0% 2,922 $1.3M
Continental Investors Services, Inc. 2.90% Add +0.8% 2,918 $1.3M
HFG Advisors, Inc. 1.22% Reduce -13.4% 2,914 $1.3M
Columbia Advisory Partners LLC 1.27% Reduce -28.8% 2,914 $1.3M
USA Financial Formulas 0.21% Add +0.6% 2,901 $1.3M
Claris Advisors, LLC / Mo / 0.67% Reduce -43.8% 2,897 $1.3M
WorthPointe, LLC 0.59% Add +2.4% 2,895 $1.3M
Dogwood Wealth Management LLC 0.80% Add +17.9% 2,895 $1.3M
Verdad Advisers, LP 1.48% Add +78.8% 2,863 $1.3M
Spectrum Wealth Advisory Group, LLC 1.37% Add +4.6% 2,856 $1.3M
Cramer Rosenthal McGlynn LLC 0.07% Reduce -0.2% 2,849 $1.3M
Stevens Capital Partners 0.66% Add +3.5% 2,847 $1.3M
One Wealth Map LLC 0.79% Reduce -0.7% 2,871 $1.3M
Richwood Investment Advisors, LLC 1.11% Add +0.3% 2,826 $1.3M
Custom Portfolio Group LLC 0.99% No change 2,838 $1.3M
Absolute Capital Management, LLC 0.76% Add +164.6% 2,821 $1.3M
Kelman-Lazarov, Inc. 0.23% Reduce -14.5% 2,810 $1.3M
Cadent Capital Advisors, LLC 0.51% Add +94.9% 2,803 $1.3M
Williams & Novak, LLC 1.17% Add +2.2% 2,803 $1.3M
Signature Resources Capital Management, LLC 1.04% Add +1.1% 2,801 $1.3M
Presidio Capital Management, LLC 0.87% Add +5.5% 2,796 $1.2M
Morris Financial Concepts, Inc. 0.60% Add +5.2% 2,783 $1.2M
Letson Investment Management, Inc. 0.55% Add +14.9% 2,769 $1.2M
Warner Financial, Inc. 0.60% No change 2,767 $1.2M
Tranquilli Financial Advisor LLC 0.83% Reduce -3.8% 2,707 $1.2M
G2 Capital Management, LLC / Oh 0.38% Add +3.8% 2,763 $1.2M
Lauterbach Financial Advisors, LLC 0.81% Add +0.2% 3,022 $1.2M
Red Mountain Financial, LLC 1.49% — 2,761 $1.2M
Brown Wealth Management, LLC 0.50% Add +0.7% 2,752 $1.2M
Ironsides Asset Advisors, LLC 0.41% Reduce -13.0% 2,746 $1.2M
Opus Capital Group, LLC 0.17% Add +0.2% 2,731 $1.2M
Bernardo Wealth Planning LLC 0.33% Reduce -4.9% 2,732 $1.2M
Tandem Wealth Advisors LLC 0.65% Reduce -0.5% 2,729 $1.2M
Oberweis Asset Management Inc./ 0.07% No change 2,725 $1.2M
Maiden Cove Capital, LLC 2.64% — 2,860 $1.2M
Level Financial Advisors 0.52% Reduce -2.1% 2,707 $1.2M
Marks Wealth, LLC 0.53% New 2,702 $1.2M
Penobscot Wealth Management 0.72% Reduce -15.6% 2,579 $1.2M
Lowe Wealth Advisors, LLC 0.55% Reduce -2.2% 2,689 $1.2M
International Private Wealth Advisors LLC 2.02% Add +22.2% 2,678 $1.2M
Dopkins Wealth Management, LLC 0.73% Add +6.3% 2,674 $1.2M
Foundry Partners, LLC 0.06% Reduce -6.2% 2,665 $1.2M
Meredith Wealth Planning 0.62% Add +5.3% 2,662 $1.2M
NavPoint Financial, Inc. 1.03% No change 2,662 $1.2M
Conestoga Capital Advisors, LLC 0.02% Reduce -6.9% 2,662 $1.2M
Lloyd Advisory Services, LLC. 0.56% Reduce -87.7% 2,651 $1.2M
Fortune 45 LLC 0.90% Add +0.1% 2,641 $1.2M
Silverberg Bernstein Capital Management LLC 1.14% No change 2,642 $1.2M
Marathon Mission, Inc. 0.89% Reduce -36.4% 2,639 $1.2M
Anthracite Investment Company, Inc. 0.63% No change 2,636 $1.2M
Omega Financial Group, LLC 0.48% Add +7.2% 2,632 $1.2M
Mfa Wealth Advisors, LLC 0.26% Add +0.1% 2,630 $1.2M
Ameraudi Asset Management, Inc. 0.53% Add +323.6% 2,618 $1.2M
AJ Advisors, LLC 0.65% Reduce -28.4% 2,617 $1.2M
Waterford Advisors, LLC 0.49% Add +0.6% 2,612 $1.2M
Financial Planning & Information Services, Inc. 0.18% Reduce -1.9% 2,609 $1.2M
Machina Capital S.A.S. 0.52% New 2,605 $1.2M
Inspire Advisors, LLC 0.15% Add +7.5% 2,605 $1.2M
Alpha Financial Partners LLC 1.01% Add +33.9% 2,603 $1.2M
Hanseatic Management Services Inc. 1.75% Add +0.6% 2,602 $1.2M
Narus Financial Partners, LLC 0.47% Add +1.9% 2,598 $1.2M
Objectivity Squared, LLC 0.88% Add +0.2% 2,574 $1.2M
Independent Family Office, LLC 0.66% Reduce -39.6% 2,690 $1.2M
Arkos Global Advisors 0.19% Reduce -3.0% 2,586 $1.2M
Stegent Equity Advisors, Inc. 1.20% Reduce -8.0% 2,586 $1.2M
Mma Asset Management LLC 0.54% Add +1.0% 2,577 $1.2M
Gentry Private Wealth, LLC 1.01% — 2,576 $1.2M
Financial Enhancement Group LLC 0.19% Reduce -7.9% 2,759 $1.2M
Stuart Chaussee & Associates, Inc. 0.32% No change 2,574 $1.2M
Axim Planning & Wealth 1.38% Reduce -4.2% 2,572 $1.1M
Arrowroot Family Office, LLC 0.74% Reduce -1.5% 2,571 $1.1M
Cornerstone Planning Group LLC 0.33% Add +11.9% 2,908 $1.1M
America First Investment Advisors, LLC 0.28% No change 2,569 $1.1M
Main Line Retirement Advisors, LLC 0.88% Reduce -10.6% 2,568 $1.1M
Yoder Wealth Management, Inc. 0.74% Add +0.9% 2,559 $1.1M
Noble Family Wealth, LLC 0.33% Add +9.7% 2,556 $1.1M
Mizuho Securities Co. Ltd. 2.65% Add +12.8% 2,550 $1.1M
Dakota Community Bank & Trust NA 6.12% Reduce -2.5% 2,546 $1.1M
Boulder Wealth Advisors, LLC 0.66% No change 2,544 $1.1M
ODonnell Financial Services, LLC 0.50% Reduce -7.3% 2,540 $1.1M
Carmel Capital Management L.L.C. 0.44% No change 2,539 $1.1M
Mullaney, Keating & Wright, Inc. 0.88% — 2,530 $1.1M
Wealthcare Capital Management LLC 0.12% Add +2.9% 2,529 $1.1M
Syverson Strege & Co 0.39% Add +67.0% 2,529 $1.1M
Sensible Money, LLC 0.55% Reduce -1.6% 2,514 $1.1M
Austin Wealth Management, LLC 0.26% Reduce -4.9% 2,469 $1.1M
KilterHowling LLC 0.76% Add +1.5% 2,507 $1.1M
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 0.14% Reduce -29.6% 2,500 $1.1M
Better Money Decisions, LLC 0.84% Reduce -2.0% 2,497 $1.1M
ShoreHaven Wealth Partners, LLC 0.59% Add +5.0% 2,496 $1.1M
Stage Harbor Financial, LLC 1.08% Add +2.2% 2,494 $1.1M
Basso Capital Management, L.P. 1.00% No change 2,492 $1.1M
Kraematon Investment Advisors, Inc. 1.13% Add +22.6% 2,486 $1.1M
Wealth Group Ltd 0.33% Add +0.2% 2,479 $1.1M
DORVAL Corp 0.49% Reduce -1.1% 2,667 $1.1M
Oldfather Financial Services, LLC 0.45% Add +5.0% 2,473 $1.1M
Chris Bulman Inc 0.75% — 2,470 $1.1M
ARK & TLK Investments, LLC 0.41% Add +61.9% 2,463 $1.1M
Brio Consultants, LLC 0.18% Add +16.3% 2,456 $1.1M
Altus Wealth Management, LLC 0.53% Add +5.5% 2,454 $1.1M
Leslie Global Wealth, LLC 0.64% — 2,453 $1.1M
Covey Capital Advisors, LLC 1.26% No change 2,450 $1.1M
Northwest Quadrant Wealth Management, LLC 0.27% Reduce -5.6% 2,448 $1.1M
Wheelhouse Advisory Group LLC 0.77% Add +17.9% 2,380 $1.1M
Client 1ST Advisory Group, LLC 0.47% Add +6.7% 2,444 $1.1M
Keystone Financial Services 0.45% Add +14.9% 2,436 $1.1M
Israel Discount Bank of New York 1.73% Reduce -50.6% 2,434 $1.1M
Fulcrum Equity Management 0.98% Add +47.4% 2,432 $1.1M
Seven Springs Wealth Group, LLC 0.43% Reduce -0.2% 2,430 $1.1M
Joseph P. Lucia & Associates, LLC 0.56% Add +8.1% 2,429 $1.1M
Caerus Investment Advisors, LLC 1.06% Reduce -5.4% 2,425 $1.1M
Vantage Financial Partners, LLC 0.28% Add +2.1% 2,421 $1.1M
Waypoint Wealth Partners Inc. 0.32% Add +7.5% 2,421 $1.1M
Ballew Advisors, Inc 0.72% Add +2.3% 2,381 $1.1M
AlphaQ Advisors LLC 3.19% Reduce -51.8% 2,411 $1.1M
Keeler & Nadler Financial Planning & Wealth Management 0.59% Reduce -2.0% 2,410 $1.1M
CGC Financial Services, LLC 0.47% Reduce -2.6% 2,404 $1.1M
ArchPoint Investors 0.40% Add +0.1% 2,399 $1.1M
BancFirst Trust & Investment Management 0.50% Add +17.1% 2,358 $1.1M
Provident Wealth Management, LLC 0.39% Add +22.2% 2,389 $1.1M
McMorgan & Co. LLC 0.17% Reduce -38.6% 2,380 $1.1M
Cedar Point Capital Partners, LLC 0.80% Add +1.7% 2,380 $1.1M
Aufman Associates Inc 0.76% Add +7.4% 2,378 $1.1M
Sharp Wealth Advisory, LLC 0.91% Add +12.5% 2,369 $1.1M
GGM Financial LLC 0.97% — 2,361 $1.1M
Total Investment Management Inc. 0.14% Reduce -21.9% 2,352 $1.1M
Collaborative Wealth Managment Inc. 0.51% Reduce -0.9% 2,346 $1.0M
Bear Mountain Capital, Inc. 0.43% Reduce -0.0% 2,312 $1.0M
BlueSky Wealth Advisors, LLC 0.18% New 2,343 $1.0M
Intergy Private Wealth, LLC 0.43% Add +8.3% 2,342 $1.0M
Fortis Advisors, LLC 0.74% Reduce -4.3% 2,341 $1.0M
Juncture Wealth Strategies, LLC 0.44% Reduce -11.2% 2,340 $1.0M
Fort, L.P. 2.67% Add +1.5% 2,331 $1.0M
Denver PWM, LLC 0.41% Reduce -11.4% 2,325 $1.0M
Eschler Asset Management LLP 0.82% Reduce -33.3% 2,407 $1.0M
Kickstand Ventures, Llc. 0.28% Add +2.5% 2,316 $1.0M
Trellis Wealth Advisors LLC 0.57% Reduce -0.1% 2,315 $1.0M
Signify Wealth 1.48% Reduce -8.0% 2,308 $1.0M
Martel Wealth Advisors LLC 0.22% Reduce -5.7% 2,301 $1.0M
Halter Ferguson Financial Inc. 0.73% Reduce -20.9% 2,300 $1.0M
RiverGlades Family Offices LLC 0.80% No change 2,300 $1.0M
Wiser Wealth Management, Inc 0.32% Add +35.1% 2,296 $1.0M
Mosaic Advisors LLC 0.83% Reduce -2.0% 2,291 $1.0M
Instrumental Wealth, LLC 1.05% Reduce -2.4% 2,439 $1.0M
Fox Run Management, L.L.C. 0.19% New 2,278 $1.0M
Chicago Wealth Management, Inc. 0.58% Add +0.1% 2,272 $1.0M
Mason Investment Advisory Services, Inc. 0.06% Add +6.3% 2,268 $1.0M
Chiron Capital Management, LLC 0.97% Add +1.6% 2,266 $1.0M
Trademark Financial Management, LLC 0.82% Add +124.6% 2,266 $1.0M
Sound Stewardship, LLC 0.61% Reduce -4.1% 2,260 $1.0M
Insight Wealth Partners, LLC 0.65% Add +9.6% 2,258 $1.0M
Allen Wealth Management, LLC 0.90% Reduce -48.5% 2,254 $1.0M
Wrenne Financial Planning LLC 0.69% Reduce -12.3% 2,251 $1.0M
Arnhold LLC 0.11% No change 2,250 $1.0M
25 LLC 0.48% Add +0.2% 2,250 $1.0M
One Degree Advisors Inc 0.48% Add +9.7% 2,249 $1.0M
Altura Wealth Advisors Inc. 0.99% Add +130.5% 2,243 $1.0M
Arbor Wealth Advisors LLC 0.99% Reduce -1.1% 2,240 $1.0M
TAP Consulting, LLC 0.21% Reduce -2.4% 2,239 $1.0M
TKG Advisors, LLC 0.54% Reduce -9.7% 2,233 $998K
Avid Wealth Partners LLC 0.78% Reduce -10.4% 2,232 $998K
ESL Trust Services, LLC 0.24% Add +8.3% 2,227 $995K
O'Connor Financial Group LLC 0.58% Add +0.5% 2,224 $994K
Wealth Forward, LLC 0.78% Add +9.6% 2,222 $993K
Retireful, LLC 0.47% New 2,221 $993K
TNF LLC 0.37% Add +9.5% 2,313 $992K
Coyle Financial Counsel LLC 0.35% No change 2,356 $991K
HTG Investment Advisors, Inc. 0.53% Reduce -2.2% 2,214 $990K
Horrell Capital Management, Inc. 0.29% No change 2,211 $988K
Rosenbaum Jay D. 5.68% Reduce -10.5% 2,207 $986K
Auour Investments LLC 0.37% No change 2,202 $984K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.16% No change 2,200 $983K
Meridian Management Co. 0.27% Add +5.4% 2,197 $982K
Annapolis Financial Services, LLC 0.32% Add +1.2% 2,196 $982K
Balanced Wealth Group LLC 0.44% Reduce -10.7% 2,134 $974K
Gouws Capital LLC 0.70% No change 2,179 $974K
Melfa Wealth Management, Inc. 0.68% Add +14.1% 2,179 $974K
Horizon Family Wealth, Inc. 0.74% Reduce -1.8% 2,174 $972K
Prevail Innovative Wealth Advisors, LLC 0.34% Add +8.2% 2,170 $970K
Kendall Capital Management 0.32% Add +5.0% 2,169 $969K
SWS Partners 0.29% Reduce -36.3% 2,165 $968K
Jentner Corp 0.32% No change 2,147 $960K
Conservest Capital Advisors, Inc. 0.10% No change 2,280 $959K
Portland Investment Counsel Inc. 0.34% Reduce -0.8% 2,137 $955K
Cannon Financial Strategists, Inc. 0.18% Reduce -10.2% 2,136 $955K
MontVue Capital Management, Inc. 0.76% Add +59.4% 2,131 $952K
RE Dickinson Investment Advisors, LLC 0.58% Add +18.3% 2,130 $952K
ForthRight Wealth Management, LLC 0.34% No change 2,129 $952K
Able Wealth Management LLC 0.78% Reduce -10.2% 2,127 $951K
Mendota Financial Group, LLC 0.51% No change 2,123 $949K
FreeGulliver LLC 0.65% Add +32.5% 2,118 $947K
MBE Wealth Management, LLC 0.57% Reduce -1.1% 2,118 $947K
GoalFusion Wealth Management, LLC 0.59% Add +32.1% 2,113 $944K
Weil Company, Inc. 0.34% Add +0.1% 2,110 $943K
Harris Associates (Oakmark Funds) 0.00% No change 2,105 $941K
Koesten, Hirschmann & Crabtree, INC. 0.60% No change 2,232 $939K
Long Island Wealth Management, Inc. 0.66% Reduce -0.5% 2,098 $938K
Virtus Advisers, LLC 0.46% Add +10.6% 2,098 $938K
Darrow Company, Inc. 0.61% No change 2,097 $937K
Brickley Wealth Management 0.20% Reduce -10.7% 2,093 $935K
Priebe Wealth Holdings LLC 0.74% Reduce -3.0% 2,091 $934K
Etfidea, LLC 0.32% Add +1.0% 2,086 $932K
Ardent Capital Management, Inc. 0.45% No change 2,073 $927K
Chico Wealth RIA 0.85% Add +8.2% 2,070 $925K
Great Oak Capital Partners, LLC 0.35% Reduce -0.4% 2,278 $925K
M Holdings Securities, Inc. 0.12% Reduce -94.2% 2,033 $921K
Galibier Capital Management Ltd. 0.23% No change 2,058 $920K
DHK Financial Advisors, Inc. 0.64% New 2,057 $919K
Golden Road Advisors LLC 0.76% Add +6.9% 1,997 $918K
Hoya Capital Real Estate, LLC 17.91% No change 2,044 $914K
Vestia Personal Wealth Advisors 0.97% — 2,041 $912K
St. Louis Trust Co 0.14% No change 2,040 $912K
Partners in Financial Planning 0.20% Add +1.1% 2,036 $910K
Capital CS Group, LLC 1.05% Add +263.6% 2,036 $910K
Alamar Capital Management, LLC 0.55% — 2,036 $910K
Burrus Financial Services, Inc. 0.46% Add +0.1% 2,019 $902K
Lombard Odier Asset Management (USA) Corp 0.39% Reduce -33.3% 2,000 $894K
Ruedi Wealth Management, Inc. 0.35% Add +4.4% 1,991 $890K
Orin Green Financial, LLC 0.41% New 1,985 $887K
Eaton-Cambridge Inc. 0.45% Reduce -0.3% 1,983 $886K
Tidemark, LLC 0.41% Add +77.9% 1,982 $886K
Future Financial Wealth Managment LLC 0.78% Reduce -31.8% 1,982 $886K
Corecam Pte. Ltd. 0.66% New 1,975 $883K
Boston Mountain Money Management Inc. 0.58% No change 1,967 $879K
Allie Family Office LLC 0.53% New 1,965 $878K
Merkkuri Wealth Advisors LLC 0.81% — 1,963 $878K
Dupree Financial Group, LLC 0.42% No change 1,959 $876K
Sequent Asset Management, LLC 0.44% No change 1,958 $875K
Motiv8 Investments LLC 0.65% Reduce -1.8% 1,957 $875K
Private Wealth Strategies, L.L.C. 0.18% Add +1.6% 1,955 $874K
Signal Advisors Wealth, LLC 1.91% Reduce -84.7% 1,952 $872K
Demars Financial Group, LLC 0.42% Reduce -2.1% 1,941 $867K
IAG Wealth Partners, LLC 0.17% Add +5.6% 1,940 $867K
Sterling Manor Financial, LLC 0.66% Reduce -2.5% 1,940 $867K
Penn Davis McFarland Inc. 0.13% Reduce -13.2% 1,934 $864K
Hilltop Wealth Advisors, LLC 0.43% Add +37.6% 1,928 $862K
Emergent Wealth Advisors, LLC 0.69% Add +59.4% 1,859 $861K
Financial Symmetry Inc 0.67% Add +6.4% 1,922 $859K
VanWeelden Wealth Management, LLC 0.73% — 1,723 $857K
Morton Brown Family Wealth, LLC 0.34% Add +2.6% 1,938 $853K
DBK Financial Counsel, LLC 0.93% Reduce -4.8% 1,909 $853K
Whitcomb & Hess, Inc. 0.27% Reduce -14.8% 1,908 $853K
Battery Global Advisors, LLC 0.56% Add +34.2% 1,906 $852K
Epic Trust Investment Advisors, LLC 0.94% Reduce -10.9% 1,903 $851K
Kaye Capital Management 0.36% Add +3.1% 1,901 $850K
Martin Investment Management, LLC 0.22% Add +2.1% 1,897 $848K
Plotkin Financial Advisors, LLC 0.54% No change 1,890 $845K
Enzi Wealth 0.37% Add +8.7% 1,806 $844K
Mustard Seed Financial, LLC 0.80% No change 1,881 $841K
Poplar Forest Capital LLC 0.12% No change 1,869 $835K
Dodds Wealth, LLC 0.33% Add +12.4% 1,818 $835K
Xcel Wealth Management, LLC 0.26% Reduce -18.4% 1,867 $835K
Compass Financial Group, Inc. 0.41% Add +1.1% 1,784 $834K
Beacon Harbor Wealth Advisors, Inc. 0.22% Reduce -87.8% 1,860 $831K
Harbor Group, Inc. 0.21% Reduce -0.1% 1,853 $828K
Monument Group Wealth Advisors, LLC 0.56% No change 1,849 $826K
Core Wealth Advisors, Inc. 0.28% Add +18.9% 1,848 $826K
Lingohr Asset Management GmbH 2.06% Add +2.3% 1,848 $826K
Compton Financial Group, LLC 0.27% Add +0.1% 1,846 $825K
Forbes Financial Planning, Inc. 0.65% No change 1,845 $825K
Fairman Group, LLC 0.84% No change 1,844 $824K
TSA Wealth Managment LLC 0.35% Add +16.6% 1,843 $824K
Piedmont Capital Management, LLC 0.56% No change 1,948 $822K
Hunter Perkins Capital Management, LLC 0.17% Reduce -9.8% 1,840 $822K
Goodman Financial Corp 0.18% New 1,830 $818K
Delta Wealth Advisors LLC 0.80% Add +6.8% 1,828 $817K
Kahn Brothers Group Inc. 0.14% Reduce -3.9% 1,827 $817K
Family Investment Center, Inc. 0.24% Add +3.2% 1,812 $810K
Surience Private Wealth LLC 1.04% No change 1,804 $806K
Arcadia Wealth Management, LLC 0.46% Add +3.1% 1,801 $805K
ETF Portfolio Partners, Inc. 0.25% No change 1,789 $800K
Gordian Advisors LLC 0.77% Reduce -0.6% 1,786 $798K
AAF Wealth Management, LLC 0.41% Add +14.2% 1,774 $793K
Blankinship & Foster, LLC 0.20% Add +0.1% 1,750 $782K
Shared Vision Wealth Group LLC 0.45% Add +65.2% 1,741 $778K
Shakespeare Wealth Management, LLC 0.22% Add +1.6% 1,740 $778K
Baron Financial Group, LLC 0.49% Reduce -23.2% 1,738 $777K
DHJJ Financial Advisors, Ltd. 0.33% Add +1.6% 1,737 $776K
American Capital Advisory, LLC 0.55% Add +50.0% 2,052 $772K
Clear Point Advisors Inc. 0.63% Add +0.1% 1,722 $770K
Carmel Capital Partners, LLC 0.32% Reduce -14.8% 1,720 $769K
Dominguez Wealth Management Solutions, Inc. 0.58% No change 1,719 $768K
Graham Capital Wealth Management, LLC 1.08% Reduce -33.0% 1,711 $765K
Weinberger Asset Management, Inc 0.36% Add +20.8% 1,709 $764K
Foundry Financial Group, Inc. 0.53% Add +1.3% 1,707 $763K
PFS Partners, LLC 0.48% Reduce -0.4% 1,706 $763K
Atlas Financial Advisors, Inc. 1.26% Reduce -6.9% 1,704 $762K
NSI Retail Advisors, LLC 0.13% No change 1,702 $761K
Karpus Management, Inc. 0.02% No change 1,700 $760K
Arkansas Financial Group, Inc. 0.14% Reduce -1.2% 1,698 $759K
Kure Advisory, LLC 0.62% Add +12.3% 1,692 $756K
Valued Wealth Advisors LLC 0.52% Add +13.7% 1,687 $754K
Cyr Financial Inc. 0.75% — 1,686 $754K
Passumpsic Savings Bank 0.54% Reduce -43.6% 1,676 $749K
FIDELIS iM, LLC 0.37% Add +0.2% 1,677 $749K
Grey Fox Wealth Advisors, LLC 0.26% Add +10.5% 1,673 $748K
Resolute Advisors LLC 0.19% No change 1,671 $747K
West Financial Advisors, LLC 0.15% Reduce -1.0% 1,661 $742K
Team Hewins, LLC 0.31% New 1,654 $739K
Mizuho Bank, Ltd. 0.17% New 1,650 $737K
All Season Financial Advisors, Inc. 0.67% Reduce -16.8% 1,644 $735K
McCarthy Asset Management, Inc. 0.43% No change 1,642 $734K
Cypress Financial Planning LLC 0.31% Reduce -14.0% 1,640 $733K
Higgins & Schmidt Wealth Strategies LLC 0.53% Add +0.7% 1,640 $733K
High Probability Advisors, LLC 0.13% No change 1,639 $733K
Sachem Hill LLC 0.16% Reduce -1.1% 1,635 $731K
Randall & Associates Wealth Management 0.66% Reduce -27.5% 1,631 $729K
VanderPol Investments L.L.C. 2.21% Add +1.9% 1,628 $728K
Delta Accumulation, LLC 4.05% Add +0.1% 1,618 $723K
Bruce G. Allen Investments, LLC 0.61% Reduce -10.1% 1,612 $720K
Sara-Bay Financial 0.29% Add +8.6% 1,601 $716K
nVerses Capital, LLC 0.43% New 1,600 $715K
Knott David M Jr 0.29% No change 1,600 $715K
Financial Connections Group, Inc. 0.37% New 1,596 $713K
Stuart Investment Advisors, Inc. 0.45% No change 1,595 $713K
Marshall Financial Group Inc. 0.23% Reduce -20.1% 1,592 $712K
Penney Financial, LLC 0.52% No change 1,589 $710K
TL Private Wealth 0.32% No change 1,572 $707K
Abich Financial Wealth Management LLC 0.48% Add +5.4% 1,578 $705K
Capital Wealth Management, LLC 0.32% No change 1,576 $704K
Capstone Capital LLC 0.63% No change 1,575 $704K
Dynamic Wealth Strategies, LLC 0.60% Reduce -1.1% 1,557 $696K
Corrado Advisors, LLC 0.45% Reduce -5.3% 1,544 $690K
Sippican Capital Advisors 0.54% No change 1,538 $687K
Tiller Private Wealth, Inc. 0.30% Add +3.3% 1,531 $684K
Advantage Trust Co 0.49% No change 1,528 $683K
Kingdom Financial Group LLC. 0.46% Reduce -17.0% 1,528 $683K
NFC Investments, LLC 0.20% No change 1,525 $682K
Core Wealth Management, Inc. 0.28% Add +12.8% 1,524 $681K
Raymond James Trust Co. of NH 6.34% Reduce -1.0% 1,524 $681K
New England Capital Financial Advisors LLC 0.38% Add +0.1% 1,513 $676K
Peterson Financial Group, Inc. 4.10% Add +1.1% 1,505 $673K
Thomas Story & Son LLC 0.29% No change 1,495 $668K
Strategic Equity Management 0.43% Add +12.7% 1,487 $665K
Redmont Wealth Advisors LLC 1.05% No change 1,483 $663K
Stone House Investment Management, LLC 0.17% Add +0.5% 1,481 $662K
Dark Forest Capital Management LP 0.12% Add +173.1% 1,480 $661K
Schiavi & Co LLC 0.26% Add +146.3% 1,478 $661K
EnRich Financial Partners LLC 0.24% Add +0.2% 1,475 $659K
Luminvest Wealth Management LLC 0.31% Add +198.8% 1,494 $658K
Plum Street Advisors, LLC 0.38% Reduce -50.1% 1,471 $657K
Exane Asset Management 0.46% Reduce -22.6% 1,470 $657K
Donald L. Hagan, LLC 0.35% Reduce -24.4% 1,470 $657K
LifePro Asset Management 0.46% Add +0.7% 1,450 $648K
Denver Wealth Management, Inc. 0.32% Reduce -2.6% 1,443 $645K
Significant Wealth Partners LLC 0.36% Add +6.6% 1,435 $641K
Equita Financial Network, Inc. 0.27% Add +42.4% 1,434 $641K
Grand Wealth Management, LLC 0.38% Reduce -48.0% 1,429 $639K
Oceanside Advisors LLC 0.51% No change 1,424 $636K
Financial Futures Ltd Liability Co. 0.39% New 1,419 $634K
Vima LLC 1.40% Reduce -9.2% 1,419 $634K
Valley Financial Group, Inc. 0.46% Reduce -0.1% 1,409 $630K
Keeley-Teton Advisors, LLC 0.08% Add +6.9% 1,408 $629K
Spectrum Investment Advisors, Inc. 0.46% Reduce -26.0% 1,400 $626K
Western Financial Corp 0.38% No change 1,400 $626K
Windham Capital Management, LLC 0.49% No change 1,397 $624K
Boothe Investment Group, Inc. 0.29% New 1,366 $624K
JFG Wealth Management, LLC 0.18% Add +29.9% 1,395 $624K
Thompson Davis & Co., Inc. 0.54% Add +7.1% 1,394 $623K
V2 Financial group LLC 0.42% Reduce -2.1% 1,460 $623K
Pps&v Asset Management Consultants, Inc. 0.45% Add +0.1% 1,394 $623K
Courage Miller Partners, LLC 0.22% No change 1,393 $623K
Cordant, Inc. 0.35% No change 1,393 $623K
Sharper & Granite LLC 0.29% Reduce -1.8% 1,384 $619K
Avalon Advisory Group 0.29% No change 1,381 $617K
BCM Advisors, LLC 0.15% Reduce -6.6% 1,479 $617K
Cardinal Point Capital Management ULC 0.11% Add +32.8% 1,376 $615K
Boston Standard Wealth Management, LLC 0.13% Reduce -20.2% 1,372 $613K
Compass Advisory Group LLC 0.27% Reduce -1.1% 1,367 $611K
RTD Financial Advisors, Inc. 0.08% Add +3.1% 1,367 $611K
Disciplined Investments, LLC 0.32% Add +2.0% 1,362 $609K
Whitegate Investment Counselors, Inc. 0.17% Add +22.5% 1,361 $609K
Heritage Oak Wealth Advisors LLC 0.32% — 1,359 $607K
Fenimore Asset Management Inc 0.01% No change 1,359 $607K
Sollinda Capital Management LLC 0.18% Reduce -1.3% 1,357 $607K
REAP Financial Group, LLC 0.16% Reduce -17.0% 1,354 $605K
O'Brien Wealth Partners LLC 0.14% Add +12.8% 1,352 $604K
LBJ Family Wealth Advisors, Ltd. 0.38% New 1,346 $602K
Highland Financial Advisors, LLC 0.22% Add +46.1% 1,341 $599K
True Vision MN LLC 0.39% Reduce -0.4% 1,334 $596K
Valley Forge Investment Consultants Inc. Adv 0.23% Add +2.0% 1,332 $595K
BCK Partners, Inc. 0.31% Add +19.4% 1,329 $594K
Lagoda Investment Management, L.P. 0.34% No change 1,325 $592K
Bryant Woods Investment Advisors, LLC 0.43% Add +6.1% 1,868 $590K
Waller Financial Planning Group, Inc. 0.16% Add +2.3% 1,320 $590K
Beacon Bridge Wealth Partners, LLC 0.27% Add +3.9% 1,308 $585K
Raub Brock Capital Management LP 0.13% No change 1,300 $581K
Vinland Capital Management Gestora de Recursos LTDA. 0.86% New 1,300 $581K
Navis Wealth Advisors, LLC 0.67% Add +33.5% 1,298 $580K
Applied Capital LLC 0.33% No change 1,297 $580K
Heritage Wealth Management, Inc./Texas 0.36% Add +44.6% 1,296 $579K
GenWealth Group, Inc. 0.14% No change 1,294 $578K
True Wealth Design, LLC 0.14% Add +3.5% 1,292 $578K
O'Keefe Stevens Advisory, Inc. 0.19% Add +0.5% 1,290 $577K
Strategic Financial Concepts, LLC 0.34% Add +31648.5% 1,871,892 $576K
Prism Advisors, Inc. 0.17% No change 1,287 $575K
Guardian Wealth Advisors, LLC 0.37% Add +1.3% 1,287 $575K
Family Capital Trust Co 0.19% No change 1,283 $573K
Anfield Capital Management, LLC 0.28% Add +29.8% 1,269 $567K
Keating Investment Counselors Inc. 0.18% Reduce -46.1% 1,265 $565K
Josh Arnold Investment Consultant, LLC 0.49% Add +1.6% 1,262 $564K
Essex Private Wealth Management, LLC 1.43% Reduce -1.8% 1,261 $564K
ShankerValleau Wealth Advisors, Inc. 0.24% Add +12.0% 1,257 $562K
LPWM LLC 0.19% Add +0.2% 1,204 $561K
Barnett & Company, Inc. 0.40% No change 1,255 $561K
New Harbor Financial Group, LLC 0.19% Add +55.9% 1,255 $561K
Philip James Wealth Mangement, LLC 0.37% Reduce -7.2% 1,255 $561K
Truefg, LLC 0.20% Add +3.1% 1,241 $554K
Lowery Thomas, LLC 0.40% Add +9.0% 1,240 $554K
Marathon Trading Investment Management LLC 0.15% New 1,236 $552K
Guardian Wealth Management, Inc. 0.42% Add +0.1% 1,231 $550K
TAGStone Capital, Inc. 0.31% Add +13.5% 1,227 $548K
Fee-Only Financial Planning, L.C. 0.37% No change 1,226 $548K
Summit Investment Advisory Services, LLC 0.64% Add +7.7% 1,225 $547K
Beacon Wealthcare LLC 0.24% Reduce -13.7% 1,222 $546K
Beacon Financial Planning, Inc. 0.37% Add +0.1% 1,217 $544K
Wexford Capital LP 0.14% Add +0.6% 1,215 $543K
FMA Wealth Management, LLC 0.44% Reduce -5.6% 1,213 $542K
Ehrlich Financial Group 0.43% Add +15.6% 1,213 $542K
MTM Financial Group, LLC 0.35% Add +0.2% 1,211 $541K
Alpha Square Group S LLC 0.99% Add +20.0% 1,200 $536K
Bluestem Financial Advisors, LLC 0.27% Add +20.3% 1,199 $536K
Strid Group, LLC 0.09% Add +41.7% 1,193 $533K
Threadgill Financial, LLC 0.25% Reduce -1.5% 1,192 $533K
Bramshill Investments, LLC 0.06% No change 1,190 $532K
Richard P Slaughter Associates Inc 0.13% Reduce -38.2% 1,189 $531K
Marathon Strategic Advisors, LLC 0.62% New 1,188 $531K
Shapiro Capital Management LLC 0.02% Reduce -11.8% 1,187 $530K
Mizuho Markets Cayman LP 2.45% Reduce -72.2% 1,185 $530K
Cutler Capital Management, LLC 0.26% Reduce -4.8% 1,182 $528K
AlphaMark Advisors, LLC 0.18% Reduce -9.5% 1,178 $526K
Steph & Co. 0.18% Reduce -4.8% 1,169 $522K
Saybrook Capital 0.15% Add +0.9% 1,168 $522K
DSC Advisors, L.P. 1.74% Reduce -7.1% 1,166 $521K
Lifestyle Asset Management, Inc. 0.30% Add +1.9% 1,154 $516K
Barry Investment Advisors, LLC 0.17% Add +0.1% 1,147 $513K
Kraft Asset Management, LLC 0.43% Add +14.2% 1,137 $508K
Corus Family Wealth Advisors 0.43% No change 1,203 $506K
BCGM Wealth Management, LLC 0.17% Reduce -22.5% 1,129 $505K
American Financial & Tax Strategies Inc. 0.27% Add +3.5% 1,129 $505K
Benchmark Wealth Management, LLC 0.27% No change 1,124 $502K
Tanglewood Wealth Management, Inc. 0.06% No change 1,109 $496K
Envoi LLC 1.57% Reduce -70.9% 1,105 $494K
Lountzis Asset Management, LLC 0.23% No change 1,103 $493K
Dymon Asia Capital (singapore) Pte. LTD. 0.61% New 1,100 $492K
Roth Financial Partners LLC 0.21% No change 1,094 $489K
AdvisorShares Investments LLC 0.09% Reduce -2.7% 1,070 $489K
IvyRock Asset Management (HK) Ltd 0.21% No change 1,090 $487K
Adapt Wealth Advisors, LLC 0.30% Add +57.7% 1,088 $486K
Sagace Wealth Management LLC 0.48% — 1,095 $485K
McCarthy & Cox 0.19% Reduce -40.2% 1,083 $484K
Standard Family Office LLC 0.62% No change 1,081 $483K
Marmo Financial Group, LLC 0.29% No change 1,073 $480K
Forum Private Client Group LLC 0.23% Reduce -3.1% 1,061 $474K
Balanced Rock Investment Advisors LLC 0.40% Reduce -2.5% 1,060 $474K
Hoese & Co LLP 0.41% Add +2.8% 1,140 $473K
American Investment Services, Inc. 0.08% Add +43.4% 1,057 $472K
Robinson Value Management, Ltd. 0.33% New 1,054 $471K
Retirement Financial Solutions, LLC 0.22% Add +6.0% 1,053 $471K
SWAN Capital LLC 0.26% No change 1,050 $469K
Bull Oak Capital, LLC 0.30% No change 1,043 $466K
LifeGuide Financial Advisors, LLC 0.23% Add +20.3% 1,042 $466K
Stephen J. Garry & Associates, LLC 0.47% No change 1,037 $463K
Prairieview Wealth Partners, LLC 0.39% No change 1,036 $463K
Traction Financial Partners, LLC 0.33% No change 1,084 $456K
Wela Strategies, Inc. 0.21% Add +51.3% 1,021 $456K
Vista Finance, LLC 0.70% Add +22.2% 1,020 $456K
Sunesis Advisors, LLC 0.27% No change 1,017 $455K
WFA Asset Management Corp 0.26% Reduce -0.3% 1,013 $453K
Hyperion Capital Advisors LP 0.21% No change 1,007 $450K
Triune Financial Partners, LLC 0.15% Reduce -5.7% 1,001 $448K
Corepath Wealth Partners LLC 0.47% Add +86.6% 959 $447K
Interactive Financial Advisors, Inc. 0.25% Reduce -2.5% 1,000 $447K
Gainplan LLC 0.22% Reduce -30.0% 1,000 $447K
WJ Interests, LLC 0.22% No change 997 $446K
Jacobson & Schmitt Advisors, LLC 0.10% New 993 $444K
Strategic Point Investment Advisors, LLC 0.08% Add +7.3% 986 $441K
Seaside Wealth Management, Inc. 0.18% No change 981 $439K
Treasure Coast Financial Planning 0.29% No change 980 $438K
Clarity Capital Advisors, LLC 0.34% Add +0.1% 975 $436K
OLIO Financial Planning 0.18% No change 1,153 $433K
Dravo Bay LLC 0.24% Reduce -12.0% 964 $431K
AIFG Consultants Ltd. 0.32% Add +1.4% 957 $428K
Clarity Asset Management, Inc. 0.30% Reduce -34.7% 956 $427K
Industrial Alliance Investment Management Inc. 0.24% New 954 $426K
Afg Fiduciary Services Limited Partnership 0.30% Add +0.9% 961 $426K
Outfitters Financial LLC 0.35% No change 952 $425K
Gagnon Securities LLC 0.10% Add +0.5% 952 $425K
Custos Family Office, LLC 0.17% Reduce -3.9% 951 $425K
Highlander Partners, L.P. 0.28% No change 1,050 $424K
TCP Asset Management, LLC 0.11% Add +17.7% 949 $424K
Aspect Partners, LLC 0.25% No change 949 $424K
HRC Wealth Management, LLC 0.29% Add +0.1% 949 $424K
Integrated Capital Management, Inc. 0.34% No change 947 $423K
Kennicott Capital Management LLC 0.17% New 942 $421K
Simplify Asset Management Inc. 0.04% No change 941 $421K
Causeway Capital Management LLC 0.01% Reduce -2.6% 940 $420K
Andina Capital Management, LLC 0.32% Add +19.3% 939 $420K
Verde Capital Management 0.13% Add +35.8% 937 $419K
Leith Wheeler Investment Counsel Ltd. 0.04% Reduce -46.5% 936 $418K
Altrius Capital Management Inc 0.11% Add +30.8% 935 $418K
David Kennon Inc 0.18% No change 935 $418K
Sicart Associates LLC 0.16% No change 926 $414K
Sanchez Wealth Management Group 0.13% Add +1.1% 915 $409K
Lam Group, Inc. 0.34% Add +1.6% 913 $408K
Flagship Private Wealth, LLC 0.24% Add +2.8% 913 $408K
City Center Advisors, LLC 0.48% No change 963 $405K
CenterStar Asset Management, LLC 0.61% Reduce -11.0% 903 $405K
Ergawealth Advisors, Inc. 0.22% Add +0.3% 904 $404K
Pinnacle Financial Group, LLC / IL 0.17% New 902 $403K
Leverty Financial Group, LLC 0.24% Reduce -4.9% 901 $403K
Reinhart Partners, Llc. 0.02% No change 900 $402K
Myecfo, LLC 0.23% Reduce -3.6% 899 $402K
Del-Sette Capital Management, LLC 0.33% Reduce -12.3% 899 $402K
Briaud Financial Planning Inc 0.23% Reduce -0.1% 897 $401K
Fortress Wealth Management, Inc. 0.20% Add +30.3% 894 $400K
Value Aligned Research Advisors, LLC 0.09% New 890 $398K
Solutions 4 Wealth, Ltd 0.89% Add +5.8% 882 $394K
Summit Securities Group LLC 0.15% Reduce -99.4% 881 $394K
Beacon Financial Strategies CORP 0.28% Reduce -9.0% 881 $394K
Terril Brothers, Inc. 0.14% Add +2.3% 878 $392K
Qsemble Capital Management, LP 0.07% New 871 $389K
Laurel Wealth Planning LLC 0.27% Reduce -5.0% 866 $387K
Shore Point Advisors, LLC 0.22% Add +74.8% 865 $387K
Alpha Financial Advisors, LLC 0.19% No change 864 $386K
Cardinal Capital Management, Inc. 0.01% Reduce -4.5% 861 $385K
Two West Capital Advisors LLC 0.37% — 860 $384K
Certus Wealth Management, LLC 0.29% No change 854 $382K
Clark Estates Inc. 0.07% No change 853 $381K
Bright Financial Advisors, Inc. 0.27% No change 847 $379K
Mid-American Wealth Advisory Group, Inc. 0.24% Add +47.1% 846 $378K
Klein Pavlis & Peasley Financial, Inc. 0.33% Reduce -10.3% 840 $375K
NDWM LLC 0.33% Add +0.2% 838 $375K
Websterrogers Financial Advisors, LLC 0.13% Reduce -23.1% 831 $371K
Roger Wittlin Investment Advisory, LLC 0.24% No change 829 $371K
RCS Financial Planning, LLC 0.22% Add +57.5% 824 $368K
1492 Capital Management LLC 0.21% Reduce -7.9% 820 $366K
Sykon Capital LLC 0.14% Reduce -4.0% 818 $366K
Crosspoint Financial, LLC 1.49% New 818 $366K
New Perspectives, Inc 0.19% No change 816 $365K
Tang Capital Management LLC 0.04% New 814 $364K
Corbyn Investment Management Inc. 0.17% New 813 $363K
ETF Store, Inc. 0.37% Reduce -54.6% 811 $362K
Sterling Investment Advisors LLC 0.22% Add +4.0% 808 $361K
Stewardship Advisors, LLC 0.12% Add +1.4% 804 $359K
Biltmore Wealth Management, LLC 0.16% Add +0.1% 803 $359K
Legacy Wealth Asset Management, LLC 0.10% Reduce -3.1% 803 $359K
GR Financial Group, LLC 0.08% Reduce -5.3% 801 $358K
West Tower Group, LLC 0.97% No change 800 $358K
EHP Funds Inc. 0.18% Add +60.0% 800 $358K
Lanham O'Dell & Company, Inc. 0.20% Reduce -22.2% 800 $358K
Thor Investment Management Inc. /Oh/ 0.28% No change 794 $355K
Passive Capital Management, LLC. 0.13% New 792 $354K
Maryland Capital Advisors Inc. 0.19% No change 789 $353K
Hapanowicz & Associates Financial Services, Inc 0.20% No change 785 $351K
Private Wealth Group, LLC 0.18% No change 784 $350K
Vawter Financial, Ltd. 0.24% Add +17.4% 783 $350K
Pacific Wealth Management 0.18% Add +0.3% 782 $350K
SWP Financial LLC 0.23% Reduce -2.3% 782 $350K
Maltin Wealth Management, Inc. 0.19% Reduce -2.4% 781 $349K
Mycio Wealth Partners, LLC 0.09% No change 779 $348K
Lee Johnson Capital Management, LLC 0.18% No change 777 $347K
Buska Wealth Management, LLC 0.14% Reduce -5.5% 777 $347K
Peak Financial Advisors LLC 0.20% Reduce -90.4% 776 $347K
Beddow Capital Management Inc. 0.16% No change 775 $346K
Divergent Planning, LLC 0.14% No change 747 $344K
Plan Group Financial, LLC 0.21% Add +25.6% 769 $344K
Halpern Financial, Inc. 0.09% Reduce -6.0% 765 $342K
Kinloch Capital, LLC 0.18% New 762 $341K
J. Goldman & Co LP 0.01% Reduce -98.4% 762 $341K
NorthLanding Financial Partners, LLC 0.36% No change 761 $340K
Eq LLC 0.20% No change 755 $338K
Prospect Hill Management, LLC 0.18% No change 750 $335K
FPC Investment Advisory, Inc. 0.30% No change 755 $335K
Skylands Capital, LLC 0.05% No change 745 $333K
Mills Wealth Advisors LLC 0.24% Reduce -13.6% 743 $332K
Rice Hall James & Associates, LLC 0.02% Reduce -3.1% 743 $332K
New England Professional Planning Group Inc. 0.17% Reduce -5.3% 738 $330K
Praetorian Wealth Management, Inc. 0.08% New 734 $328K
Hillcrest Wealth Advisors - NY, LLC 0.18% Reduce -9.4% 728 $325K
Elevate Wealth Advisory, Inc. 0.26% Add +16.9% 706 $316K
Shariaportfolio, Inc. 0.17% Reduce -4.1% 705 $315K
JDM Financial Group LLC 0.21% Add +1.3% 700 $313K
Vantage Consulting Group Inc 0.23% Reduce -10.1% 700 $313K
Aquire Wealth Advisors, LLC 0.10% Add +13.4% 692 $309K
Hudson Capital Management LLC 0.11% Add +11.4% 691 $309K
Wall Street Financial Group, Inc. 0.52% — 689 $308K
Greenfield Seitz Capital Management, LLC 0.11% Reduce -6.8% 683 $305K
Safir Wealth Advisors, LLC 0.25% No change 680 $304K
Financial Alternatives, Inc 0.23% Add +15.3% 679 $303K
Disciplined Growth Investors Inc. 0.01% No change 679 $303K
Stapp Wealth Management, PLLC 0.52% No change 676 $302K
Mount Lucas Management LP 0.11% New 672 $300K
Arrien Investments, Inc. 0.23% Reduce -15.4% 662 $296K
Fusion Family Wealth, LLC 0.03% No change 657 $294K
Magnetar Financial LLC 0.01% New 657 $294K
CMT Capital Markets Trading GmbH 0.08% New 650 $291K
Union Investments & Development Ltd. 1.83% Reduce -27.8% 650 $291K
Access Investment Management LLC 0.09% No change 650 $291K
Cornerstone Advisors Asset Management, LLC 0.08% No change 650 $291K
Ruane, Cunniff & Goldfarb L.P. 0.00% No change 649 $290K
Letko, Brosseau & Associates Inc. 0.01% No change 638 $285K
Ariston Services Group 0.27% No change 634 $283K
Horizons Wealth Management 0.23% Reduce -12.6% 648 $283K
Ellsworth Advisors, LLC 0.08% Reduce -39.2% 632 $282K
Ceera Investments, LLC 0.12% Add +0.5% 632 $282K
Cornerstone Management, Inc. 0.06% No change 625 $279K
Asset Allocation Strategies LLC 0.09% Reduce -22.3% 623 $279K
Pinnacle Family Advisors, LLC 0.15% Reduce -0.7% 616 $275K
Private Wealth Advisors, LLC 0.12% Add +0.2% 598 $273K
White Wing Wealth Management 0.22% Add +9.5% 609 $272K
Cornerstone Wealth Advisors, Inc. 0.08% Add +25.5% 606 $271K
Iron Horse Wealth Management, LLC 0.10% Add +98.4% 605 $271K
Axiom Financial Strategies, LLC 0.18% Reduce -72.7% 604 $270K
J. Stern & Co. LLP 0.03% No change 604 $270K
Rye Brook Capital LLC 0.35% No change 600 $268K
Compass Financial Group, INC 0.06% Add +3.0% 592 $265K
FC Advisory LLC 0.10% Reduce -1.0% 591 $264K
Lauer Wealth, LLC 0.21% New 577 $262K
Fairway Wealth LLC 0.15% New 586 $262K
Fischer Investment Strategies, LLC 0.26% No change 586 $262K
Investments & Financial Planning, LLC 0.18% No change 585 $262K
Spectrum Financial Alliance Ltd LLC 0.09% Add +8.9% 585 $261K
Wealthstar Advisors, LLC 0.21% Reduce -79.2% 580 $259K
swisspartners Advisors Ltd 0.26% No change 640 $258K
E Fund Management (Hong Kong) Co., Ltd. 0.16% Reduce -65.4% 578 $258K
Perritt Capital Management Inc 0.14% Reduce -4.8% 577 $258K
Straight Path Wealth Management 0.13% No change 576 $258K
LPF Advisors LLC 0.24% Add +14.3% 576 $257K
Share Andrew L. 0.15% No change 575 $257K
Garland Capital Management Inc. 0.18% New 568 $254K
Maven Securities LTD 0.04% Reduce -75.0% 567 $253K
Greytown Advisors Inc. 0.15% Reduce -14.7% 563 $252K
Theory Financial LLC 0.12% Reduce -3.9% 562 $251K
Retirement Investment Advisors, Inc. 0.03% — 562 $251K
McNamara Financial Services, Inc. 0.05% No change 559 $250K
Kathleen S. Wright Associates Inc. 0.11% Reduce -13.9% 555 $249K
Windward Private Wealth Management Inc. 0.10% No change 552 $247K
Tuttle Capital Management, LLC 1.46% New 591 $245K
Wooster Corthell Wealth Management, Inc. 0.06% Reduce -19.3% 547 $245K
Investment Planning Advisors, Inc. 0.12% — 542 $242K
Cobblestone Asset Management LLC 0.16% No change 540 $241K
Weybosset Research & Management LLC 0.09% Reduce -0.9% 540 $241K
BCU Wealth Advisors, LLC 0.18% No change 532 $238K
ALM First Financial Advisors, LLC 0.07% No change 530 $237K
Unconventional Investor, LLC 0.17% Reduce -6.5% 528 $236K
ONE Advisory Partners, LLC 0.11% No change 528 $236K
Schulz Wealth, LTD. 0.20% Reduce -3.7% 527 $236K
Sage Financial Group Inc. 0.02% Reduce -8.7% 527 $236K
Regis Acquisition Inc. 0.14% No change 525 $235K
Greylin Investment Management, Inc 0.04% Reduce -8.7% 525 $235K
Brave Warrior Advisors 0.01% No change 525 $235K
Sinecera Capital, LLC 0.32% Add +0.2% 522 $233K
Discipline Wealth Solutions, LLC 0.18% New 521 $233K
Ellerson Group Inc. 0.18% Reduce -17.4% 521 $233K
Kanen Wealth Management LLC 0.14% Add +2.4% 521 $233K
Brooklyn FI, LLC 0.09% New 519 $232K
Swmg, LLC 0.10% New 513 $229K
Weitzel Financial Services, Inc. 0.11% No change 497 $227K
Hudson Edge Investment Partners Inc. 0.04% Reduce -58.2% 507 $226K
Kings Path Partners LLC 0.11% — 500 $223K
Swan Global Investments, LLC 0.01% New 501 $223K
Bay Harbor Wealth Management, LLC 0.08% Reduce -0.8% 497 $222K
AF Advisors, Inc. 0.04% No change 494 $221K
PACK Private Wealth, LLC 0.14% New 493 $220K
Stonehearth Capital Management, LLC 0.09% No change 491 $220K
Livelsberger Financial Advisory 3.19% New 479 $214K
HFR Wealth Management, LLC 0.05% Reduce -2.5% 476 $213K
Rareview Capital LLC 0.20% New 471 $210K
Hobart Private Capital, LLC 0.06% New 470 $210K
Life Planning Partners, Inc 0.19% New 469 $210K
Brown Financial Advisory 0.16% New 456 $204K
AFS Financial Group, LLC 2.72% Reduce -49.0% 454 $203K
Envision Financial Planning, LLC 0.15% Reduce -10.7% 453 $203K
Grunden Financial Advisory, Inc. 0.11% New 453 $203K
OmniStar Financial Group, Inc. 0.18% New 452 $202K
Your Advocates Ltd., LLP 0.08% Reduce -20.5% 451 $202K
MayTech Global Investments, LLC 0.03% New 448 $200K
Sanctuary Wealth Management, L.L.C. 0.15% Add +4.0% 443 $198K
Disciplined Equity Management, Inc. 0.13% No change 430 $192K
Luken Investment Analytics, LLC 0.09% No change 414 $185K
Evolution Advisers, Inc. 0.10% No change 403 $180K
Legend Financial Advisors, Inc. 0.12% Reduce -8.9% 389 $174K
Beutel, Goodman & Co Ltd. 0.00% No change 386 $172K
BBJS Financial Advisors, LLC 0.06% Add +241.4% 379 $169K
Family CFO Inc 0.09% No change 338 $151K
Grayhawk Investment Strategies Inc. 0.64% Reduce -40.2% 315 $141K
Carolina Wealth Advisors, LLC 0.07% No change 307 $137K
FNY Investment Advisers, LLC 0.07% Reduce -94.5% 220 $98K
Hussman Strategic Advisors, Inc. 0.03% Reduce -50.0% 210 $94K
Bare Financial Services, Inc 0.05% No change 217 $91K
Gleason Group, Inc. 0.02% Add +0.5% 201 $90K
Atlantic Private Wealth, LLC 0.07% Add +2.6% 199 $89K
Horizon Financial Services, LLC 0.05% No change 190 $85K
Morgan Dempsey Capital Management LLC 0.03% Reduce -12.2% 180 $80K
Bellevue Group AG 0.00% Reduce -0.6% 179 $80K
Wells Financial Advisors INC 0.05% No change 170 $76K
Innealta Capital, LLC 0.02% New 167 $75K
MidAtlantic Capital Management, Inc. 0.06% No change 148 $66K
PayPay Securities Corp 5.26% Reduce -10.2% 141 $63K
Advisor Resource Council 0.08% Reduce -31.4% 15,647 $63K
MilWealth Group LLC 0.02% No change 140 $63K
4Thought Financial Group Inc. 0.04% No change 128 $57K
Centiva Capital, LP 0.00% Reduce -94.9% 122 $55K
DB Fitzpatrick & Co, Inc 0.05% No change 114 $51K
Lion Point Capital, LP 0.14% No change 100 $45K
Quarry LP 0.02% New 100 $45K
SIMA Wealth Partners, LLC 0.04% — 92 $41K
Christopher J. Hasenberg, Inc 0.01% Add +169.2% 70 $31K
Avondale Wealth Management 0.02% Add +3.0% 68 $30K
IFS Advisors, LLC 0.02% No change 65 $29K
Cultivar Capital, Inc. 0.02% New 52 $23K
Longfellow Investment Management Co. LLC 0.00% Reduce -13.3% 39 $17K
Richardson Capital Management LLC 0.01% Reduce -85.6% 20 $9K
Icon Advisers Inc. 0.00% New 15 $7K
ZynergyRetirementPlanningLLC 0.00% — 7 $3K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 6 $3K
McClarren Financial Advisors, Inc. 0.01% Add +12.1% 3,575 $1K
Hershey Financial Advisers, LLC 0.00% — 3 $1K

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