MicrosoftMSFT

13F holders, Q3 2024 (September 30)
5,296holders +32
97new positions
87sold out
35famous investors
$429.92avg. 13F price*

At the end of Q3 2024, 5,296 institutions reported holding Microsoft Corp. (MSFT) in their 13F filings, up 32 from Q2 2024. 97 opened new positions and 87 sold out. The largest holders were Vanguard Group Inc. ($289.9B), BlackRock, Inc. ($241.6B) and State Street Corp. ($124.6B). 35 famous investors held it, including Bill Gates / Michael Larson (27.6% of Gates Foundation Trust's portfolio), Terry Smith (11.7% of Fundsmith's portfolio) and Chris Hohn (11.7% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions97$2.5B
Exits87$3.9B

All 13F filers, Q2 2024 → Q3 2024: 93,636,305 shares bought and 125,353,555 shares sold, net −31,717,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5,296 holders

Vanguard Group Inc. 5.19% Reduce -0.3% 673,639,717 $289.9B
BlackRock, Inc. 5.09% — 561,482,110 $241.6B
State Street Corp. 5.08% Reduce -3.5% 289,501,350 $124.6B
FMR LLC 5.55% Reduce -2.3% 211,630,251 $91.1B
Geode Capital Management, LLC 5.73% Add +2.0% 165,024,812 $70.8B
JPMorgan Chase & Co. 4.75% Add +3.6% 137,852,709 $59.3B
T. Rowe Price Associates Inc. 6.72% Reduce -0.8% 135,660,112 $58.4B
Morgan Stanley 3.87% Add +1.1% 124,043,907 $53.4B
Norges Bank 5.95% Add +2.0% 98,984,893 $42.6B
Capital International Investors 6.34% Reduce -2.8% 76,782,608 $33.0B
Capital Research Global Investors 6.84% Reduce -1.3% 76,425,443 $32.9B
Bank of America Corp. 2.73% Add +5.3% 72,561,974 $31.2B
Northern Trust Corp. 5.09% Reduce -3.3% 72,187,276 $31.1B
Capital World Investors 4.60% Reduce -7.7% 68,950,257 $29.7B
Bank of New York Mellon Corp 4.95% Reduce -3.8% 61,807,522 $26.6B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 6.04% Add +4.0% 54,590,791 $23.5B
Wellington Management Group LLP 4.08% Add +0.1% 54,047,170 $23.3B
Nuveen Asset Management, LLC 6.20% Reduce -2.4% 51,201,321 $22.0B
Legal & General Group Plc 5.76% Add +3.5% 50,879,120 $21.9B
Charles Schwab Investment Management Inc. 3.88% Add +1.4% 47,229,125 $20.3B
Goldman Sachs Group Inc. 3.54% Reduce -1.4% 42,981,966 $18.5B
Alliancebernstein L.P. 5.96% Reduce -1.8% 41,238,045 $17.7B
Invesco Ltd. 3.22% Add +2.9% 38,669,948 $16.6B
Franklin Resources Inc. 4.57% Add +1.1% 38,420,657 $16.1B
Royal Bank of Canada 3.48% Add +0.8% 36,370,618 $15.7B
Massachusetts Financial Services Co. 4.62% Reduce -4.4% 35,907,575 $15.5B
Ameriprise Financial Inc. 3.89% Add +1.8% 35,130,823 $15.1B
Wells Fargo & Company 3.62% Reduce -2.1% 34,625,975 $14.9B
UBS Group AG 3.90% Add +1.4% 32,362,500 $13.9B
Deutsche Bank AG 5.48% Add +4.4% 31,207,828 $13.4B
Barclays PLC 5.81% Add +3.5% 30,605,537 $13.2B
Amundi 4.82% Add +0.9% 31,457,271 $13.1B
Gates Foundation Trust 27.64% Reduce -17.0% 28,957,247 $12.5B
Janus Henderson Group PLC 6.25% Reduce -4.0% 28,393,536 $12.2B
Fisher Asset Management 4.92% Add +2.3% 27,904,450 $12.0B
HSBC Holdings PLC 6.97% Reduce -4.3% 25,973,857 $11.1B
Dimensional Fund Advisors LP 2.55% Add +1.5% 24,452,013 $10.5B
Jennison Associates LLC 6.29% Reduce -6.1% 23,547,376 $10.1B
Swiss National Bank 5.86% Add +0.3% 20,957,770 $9.0B
California Public Employees Retirement System 5.93% Add +1.1% 19,688,288 $8.5B
Arrowstreet Capital, Limited Partnership 6.81% Add +24.1% 18,602,178 $8.0B
Sumitomo Mitsui Trust Group, Inc. 5.48% Add +1.4% 18,388,106 $7.9B
American Century Companies Inc. 4.25% Add +0.9% 16,954,024 $7.3B
Bank of Montreal 3.41% Reduce -5.8% 16,988,121 $7.3B
Principal Financial Group Inc. 3.68% Add +3.3% 15,651,058 $6.7B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6.99% Reduce -3.6% 15,544,590 $6.7B
Rhumbline Advisers 5.63% Reduce -1.6% 14,510,237 $6.2B
Mitsubishi UFJ Asset Management Co., Ltd. 6.40% Add +7.2% 13,921,297 $6.0B
Swedbank AB 7.50% Add +0.4% 13,689,356 $5.9B
National Pension Service 5.49% Add +14.8% 13,229,414 $5.7B
Sanders Capital, LLC 8.21% Add +0.2% 13,166,964 $5.7B
Clearbridge Investments, LLC 4.32% Reduce -2.6% 12,760,299 $5.5B
Schroder Investment Management Group 5.56% Add +0.6% 12,562,892 $5.4B
TCI Fund Management 11.72% Add +13.8% 11,990,590 $5.2B
Neuberger Berman Group LLC 4.01% Add +0.1% 11,933,932 $5.1B
Brown Advisory Inc. 6.43% Add +1.9% 11,894,040 $5.1B
T. Rowe Price Investment Management, Inc. 3.03% Reduce -0.0% 11,661,200 $5.0B
California State Teachers Retirement System 5.72% Reduce -0.5% 11,402,952 $4.9B
Nordea Investment Management AB 5.50% Add +3.0% 11,357,148 $4.8B
Raymond James & Associates 2.95% Add +1.1% 11,231,478 $4.8B
State Farm Mutual Automobile Insurance Co. 4.06% No change 10,868,911 $4.7B
New York State Common Retirement Fund 5.90% Reduce -6.0% 10,134,123 $4.4B
Voya Investment Management LLC 5.24% Reduce -12.1% 10,095,369 $4.3B
Envestnet Asset Management Inc. 1.40% Reduce -1.8% 10,084,597 $4.3B
Primecap Management Co. 3.12% Reduce -2.0% 9,847,015 $4.2B
Lazard Asset Management LLC 5.96% Reduce -9.6% 9,636,793 $4.1B
TD Asset Management Inc 3.63% Reduce -3.6% 9,602,343 $4.1B
BNP Paribas Financial Markets 3.99% Add +15.4% 9,463,123 $4.1B
National Bank of Canada 5.41% Add +26.5% 9,444,839 $4.1B
PNC Financial Services Group, Inc. 2.59% Reduce -0.7% 9,436,069 $4.1B
Manufacturers Life Insurance Company, The 3.52% Add +2.4% 9,250,128 $4.0B
Dodge & Cox 2.22% Reduce -3.3% 9,100,792 $3.9B
Citigroup Inc. 3.62% Reduce -3.4% 9,060,782 $3.9B
FIL Ltd 3.20% Add +7.6% 8,192,347 $3.5B
Fayez Sarofim & Co 8.85% Add +6.4% 8,091,279 $3.5B
Macquarie Group Ltd. 3.67% Add +4.4% 7,895,517 $3.4B
Bessemer Group Inc. 5.56% Add +0.2% 7,839,670 $3.4B
Prudential Financial Inc. 4.63% Reduce -6.7% 7,644,641 $3.3B
Russell Investments Group, Ltd. 4.68% Add +6.6% 7,490,642 $3.2B
CANADA LIFE ASSURANCE Co 5.54% Add +3.7% 7,374,062 $3.2B
LPL Financial LLC 1.41% Add +6.7% 7,351,626 $3.2B
Ensign Peak Advisors, Inc 5.55% Reduce -3.8% 7,335,995 $3.2B
DekaBank Deutsche Girozentrale 5.77% Add +0.7% 7,317,273 $3.1B
Canada Pension Plan Investment Board 2.94% Reduce -4.7% 7,218,705 $3.1B
Winslow Capital Management, LLC 11.16% Reduce -0.5% 7,215,012 $3.1B
Stifel Financial Corp. 3.23% Add +0.1% 7,156,045 $3.1B
State Board of Administration of Florida Retirement System 5.85% Reduce -2.3% 7,123,180 $3.1B
Baillie Gifford & Co. 2.27% Add +46.0% 7,048,244 $3.0B
Polen Capital Management LLC 7.79% Reduce -22.0% 7,012,465 $3.0B
Adage Capital Partners Gp, L.L.C. 5.31% Reduce -1.9% 6,988,593 $3.0B
Fundsmith 11.75% Reduce -3.4% 6,900,275 $3.0B
New York State Teachers Retirement System 6.10% Reduce -4.1% 6,870,839 $3.0B
Aberdeen Group plc 5.42% Reduce -16.4% 6,903,482 $3.0B
CIBC Private Wealth Group LLC 5.29% Add +2.3% 6,864,415 $3.0B
Royal London Asset Management Ltd. 7.15% Reduce -2.8% 6,752,082 $2.9B
Corient Private Wealth LP 4.46% Add +3.7% 6,561,139 $2.8B
Bank of Nova Scotia 5.67% Add +3.7% 6,514,440 $2.8B
Allianz Asset Management GmbH 4.31% Add +3.5% 6,468,534 $2.8B
Ninety One UK Ltd 7.36% Reduce -11.6% 6,408,957 $2.8B
Loomis Sayles & Co. L P 3.60% Reduce -1.0% 6,365,228 $2.7B
Parnassus Investments, LLC 5.67% Add +2.4% 6,213,587 $2.7B
Marshall Wace, LLP 3.47% Add +5.5% 6,156,913 $2.6B
Assenagon Asset Management S.A. 5.29% Add +67.5% 5,963,863 $2.6B
Robeco Institutional Asset Management B.V. 5.05% Reduce -2.3% 5,904,737 $2.5B
Sei Investments Co. 3.21% Add +1.7% 5,741,840 $2.5B
Victory Capital Management Inc. 2.42% Reduce -2.6% 5,735,972 $2.5B
US Bancorp \de 3.16% Reduce -0.6% 5,722,795 $2.5B
Korea Investment CORP 5.73% Reduce -0.7% 5,609,683 $2.4B
Baird Financial Group, Inc. 4.50% Add +0.5% 5,388,696 $2.3B
AustralianSuper Pty Ltd 11.46% Add +56.9% 5,344,566 $2.3B
Tiger Global Management 9.81% No change 5,344,165 $2.3B
Pictet Asset Management Holding SA 2.53% Add +2.8% 5,335,931 $2.3B
Caisse de depot et placement du Quebec 4.55% Add +22.0% 5,313,752 $2.3B
Natixis Advisors, LLC 4.44% Add +5.0% 5,294,483 $2.3B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 5.57% Add +0.2% 5,221,076 $2.2B
Generation Investment Management LLP 10.49% Reduce -4.0% 5,217,200 $2.2B
Aviva PLC 5.85% Add +3.4% 5,211,387 $2.2B
KBC Group NV 6.73% Reduce -3.9% 5,175,653 $2.2B
Mackenzie Financial Corp. 3.10% Reduce -3.4% 5,169,251 $2.2B
Edgewood Management LLC 5.81% Reduce -1.0% 5,008,331 $2.2B
Chevy Chase Trust Holdings, LLC 6.43% Reduce -2.1% 4,875,626 $2.1B
1832 Asset Management L.P. 3.49% Reduce -17.9% 4,840,588 $2.1B
Fred Alger Management, LLC 9.99% Reduce -2.8% 4,787,958 $2.1B
Fiera Capital Corp 5.97% Reduce -3.4% 4,609,729 $2.0B
Millennium Management 1.78% Add +51.4% 4,596,363 $2.0B
William Blair Investment Management, LLC 4.84% Add +1.2% 4,562,478 $2.0B
Mitsubishi UFJ Trust & Banking Corp 4.42% Reduce -2.7% 4,503,678 $1.9B
First Manhattan Co. Llc. 5.71% Reduce -0.9% 4,477,234 $1.9B
Vontobel Holding Ltd. 6.18% Reduce -2.1% 4,450,816 $1.9B
Danske Bank A/S 6.29% Add +4.5% 4,388,458 $1.9B
Alecta Tjanstepension Omsesidigt 10.37% No change 4,383,200 $1.9B
State of Wisconsin Investment Board 4.70% Reduce -3.8% 4,333,877 $1.9B
Truist Financial Corp. 2.84% Reduce -10.6% 4,194,319 $1.8B
Aristotle Capital Management, LLC 3.28% Reduce -11.6% 4,189,200 $1.8B
Bank Julius Baer & Co. Ltd, Zurich 6.06% Reduce -3.9% 3,672,671 $1.8B
Storebrand Asset Management As 5.63% Add +8.0% 4,154,494 $1.8B
GQG Partners LLC 2.79% Reduce -26.8% 4,141,523 $1.8B
Zurcher Kantonalbank (Zurich Cantonalbank) 5.25% Add +1.5% 4,092,957 $1.8B
Raymond James Financial Services Advisors, Inc. 2.34% Reduce -2.9% 4,079,028 $1.8B
Toronto Dominion Bank 3.10% Reduce -17.2% 4,074,497 $1.8B
AXA S.A. 5.17% Reduce -6.3% 4,035,048 $1.7B
AQR Capital Management 2.39% Add +4.9% 4,057,312 $1.7B
GMO 5.40% Add +5.8% 4,001,855 $1.7B
Mariner, LLC 3.04% Add +17.5% 4,368,891 $1.7B
D. E. Shaw & Co. 2.43% Reduce -22.4% 3,976,904 $1.7B
ProShare Advisors LLC 4.15% Add +1.4% 3,933,701 $1.7B
Coatue Management 6.16% Add +4.1% 3,852,860 $1.7B
Nomura Asset Management Co. Ltd. 5.05% Add +4.7% 3,785,770 $1.6B
Public Employees Retirement Association of Colorado 6.45% Reduce -0.1% 3,774,908 $1.6B
Blair William & Co. 4.76% Reduce -0.5% 3,768,737 $1.6B
Los Angeles Capital Management LLC 6.53% Reduce -15.8% 3,760,311 $1.6B
Public Employees Retirement System of Ohio 6.92% Add +1.0% 3,757,006 $1.6B
Credit Agricole S A 8.25% Add +71.5% 3,662,619 $1.6B
Allspring Global Investments Holdings, LLC 2.38% Reduce -8.0% 3,571,607 $1.5B
Sustainable Growth Advisers, LP 6.37% Add +0.9% 3,493,965 $1.5B
STRS Ohio 5.71% Reduce -2.6% 3,450,354 $1.5B
Healthcare of Ontario Pension Plan Trust Fund 3.63% Reduce -23.2% 3,447,535 $1.5B
Commonwealth Equity Services, LLC 2.23% Reduce -3.0% 3,424,495 $1.5B
Skandinaviska Enskilda Banken AB (publ) 6.72% Reduce -11.6% 3,386,963 $1.5B
Treasurer of the State of North Carolina 5.81% Add +0.6% 3,378,209 $1.5B
Soroban Capital Partners LP 20.06% Add +4.0% 3,367,910 $1.4B
Rathbones Group PLC 7.29% Add +4.4% 3,355,921 $1.4B
Flossbach Von Storch SE 5.67% Add +0.6% 3,355,785 $1.4B
Handelsbanken Fonder AB 5.70% Add +1.3% 3,351,220 $1.4B
Eagle Capital Management LLC 5.30% Reduce -5.9% 3,316,909 $1.4B
DNB Asset Management AS 6.40% Reduce -10.1% 3,292,912 $1.4B
Thrivent Financial for Lutherans 2.67% Reduce -1.3% 3,258,135 $1.4B
Mawer Investment Management Ltd. 6.38% Reduce -0.8% 3,254,454 $1.4B
Cerity Partners LLC 3.04% Add +16.8% 3,190,595 $1.4B
Sands Capital Management, LLC 3.97% Reduce -4.9% 3,043,559 $1.3B
Asset Management One Co., Ltd. 4.62% Add +1.8% 3,020,221 $1.3B
Rockefeller Capital Management L.P. 3.46% Reduce -0.9% 2,987,046 $1.3B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.90% Reduce -1.2% 2,972,594 $1.3B
Two Sigma Advisers, LP 2.97% Add +0.9% 2,950,200 $1.3B
King Luther Capital Management Corp. 5.47% Reduce -4.9% 2,945,162 $1.3B
Menora Mivtachim Holdings LTD. 7.98% Add +2.1% 2,942,982 $1.3B
ING Groep NV 7.25% Add +16.3% 2,899,608 $1.2B
Fifth Third Bancorp 4.46% Reduce -0.5% 2,859,839 $1.2B
CI Investments Inc. 4.59% Reduce -4.0% 2,803,204 $1.2B
AMF Tjanstepension AB 8.61% Add +1.8% 2,799,261 $1.2B
State of Tennessee, Department of Treasury 4.22% Reduce -2.7% 2,788,675 $1.2B
Keybank National Association 4.60% Reduce -1.8% 2,769,827 $1.2B
Retirement Systems of Alabama 4.33% Reduce -6.0% 2,691,421 $1.2B
Impax Asset Management Group plc 4.48% Reduce -4.7% 2,646,934 $1.1B
Mirae Asset Global Investments Co., Ltd. 5.02% Add +12.7% 2,668,527 $1.1B
Ontario Teachers Pension Plan Board 10.30% Add +7.7% 2,619,542 $1.1B
Panagora Asset Management Inc. 5.37% Reduce -1.8% 2,609,554 $1.1B
Alphinity Investment Management Pty Ltd 6.62% Add +3.3% 2,607,001 $1.1B
State of New Jersey Common Pension Fund D 4.61% Add +0.1% 2,596,546 $1.1B
First Trust Advisors LP 1.06% Add +7.6% 2,589,621 $1.1B
Public Sector Pension Investment Board 5.94% Add +17.5% 2,557,011 $1.1B
Creative Planning 1.08% Add +2.6% 2,559,944 $1.1B
Candriam S.C.A. 6.32% Add +3.4% 2,537,739 $1.1B
State of Michigan Retirement System 5.22% Reduce -0.5% 2,447,267 $1.1B
Natixis 6.38% Add +7.1% 2,431,541 $1.0B
UniSuper Management Pty Ltd 7.86% Add +5.0% 2,429,708 $1.0B
M&T Bank Corp 3.38% Reduce -1.6% 2,391,500 $1.0B
Calamos Advisors LLC 7.02% Reduce -4.7% 2,357,647 $1.0B
Montrusco Bolton Investments Inc. 10.59% Add +1.4% 2,384,547 $1.0B
Axiom Investors LLC 8.72% Add +3.3% 2,309,047 $993.6M
Temasek Holdings (Private) Ltd 4.01% Add +8.7% 2,298,422 $989.0M
Wealth Enhancement Advisory Services, LLC 2.12% Add +2.6% 2,285,791 $983.6M
Resona Asset Management Co.,Ltd. 5.68% Reduce -1.4% 2,280,524 $980.6M
MetLife Investment Management, LLC 5.61% Reduce -2.4% 2,271,653 $977.5M
Nisa Investment Advisors, LLC 5.75% Add +1.6% 2,255,624 $970.6M
Veritas Asset Management LLP 7.09% Add +26.7% 2,230,108 $959.6M
Fundsmith Investment Services LTD. 11.74% Reduce -2.8% 2,193,151 $943.7M
Cardano Risk Management B.V. 16.45% Add +3.5% 2,161,101 $929.9M
Corebridge Financial, Inc. 4.93% Reduce -3.1% 2,146,264 $923.5M
Mercer Global Advisors Inc. 2.15% Add +3.9% 2,185,433 $920.3M
Jacobs Levy Equity Management, Inc. 3.54% Reduce -4.6% 2,135,289 $918.8M
Susquehanna International Group, LLP 1.59% Reduce -6.3% 2,130,950 $916.9M
Jensen Investment Management Inc. 7.63% Reduce -3.9% 2,121,385 $912.8M
Federated Hermes, Inc. 2.00% Reduce -5.0% 2,112,672 $909.1M
CIBC Asset Management Inc 2.93% Add +5.2% 2,098,917 $903.0M
Janney Montgomery Scott LLC 2.50% Add +0.5% 2,080,604 $895.3M
Lord, Abbett & Co. LLC 2.88% Reduce -9.6% 2,079,323 $894.7M
Fort Washington Investment Advisors Inc. 5.41% Reduce -0.7% 2,067,032 $889.4M
Squarepoint Ops LLC 2.93% Add +136.2% 2,059,865 $886.4M
PineStone Asset Management Inc. 8.51% Add +1.1% 2,049,268 $881.8M
Commerce Bank 5.40% Add +0.1% 2,047,347 $881.0M
Viking Global Investors 3.21% Reduce -10.8% 2,044,429 $879.7M
Clear Street LLC 20.43% Add +8.0% 2,036,500 $876.3M
Arizona State Retirement System 5.51% Reduce -0.7% 2,031,881 $874.3M
Captrust Financial Advisors 2.59% Add +1.6% 2,030,931 $873.9M
Teacher Retirement System of Texas 4.03% Add +14.9% 1,966,509 $846.2M
USS Investment Management Ltd 6.20% Reduce -0.7% 1,960,318 $843.4M
Mairs & Power Inc. 7.91% Reduce -0.1% 1,955,215 $841.3M
Cetera Investment Advisers 1.83% Add +2.1% 1,944,862 $836.9M
Pinebridge Investments, L.P. 6.25% Reduce -10.8% 1,936,241 $833.2M
Altarock Partners LP 16.40% No change 1,934,816 $832.6M
Cibc World Markets Corp. 6.02% Reduce -18.9% 1,926,846 $829.1M
Comerica Bank 3.26% Reduce -1.7% 1,915,338 $824.2M
Westfield Capital Management Co. LP 3.72% Add +3.7% 1,914,391 $823.8M
WCM Investment Management, LLC 1.86% Reduce -1.0% 1,919,728 $821.7M
Jane Street Group, LLC 1.32% Reduce -14.5% 1,905,509 $819.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 7.30% Add +1.7% 1,924,943 $817.6M
Forsta Ap-Fonden 6.27% Add +9.3% 1,894,300 $815.1M
Pathstone Holdings, LLC 3.65% Reduce -4.2% 1,894,041 $815.0M
Focus Partners Wealth 2.53% Reduce -51.0% 1,841,926 $792.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 4.73% Reduce -7.3% 1,831,214 $788.0M
Tredje AP-fonden 7.13% Reduce -0.1% 1,830,785 $787.8M
Scotia Capital Inc. 4.22% Add +3.0% 1,830,289 $787.6M
Brown Brothers Harriman & Co. 5.26% Add +9.3% 1,799,582 $774.4M
Osaic Holdings, Inc. 1.75% Reduce -6.7% 1,797,267 $773.9M
Glenmede Trust Co. NA 3.69% Reduce -1.0% 1,794,763 $772.3M
Qube Research & Technologies Ltd 1.41% Add +69.1% 1,784,079 $767.7M
Acadian Asset Management LLC 2.38% Reduce -12.3% 1,782,858 $767.1M
M&G PLC 4.77% Add +0.8% 1,783,950 $767.1M
Daiwa Securities Group Inc. 3.56% Add +15.9% 1,771,812 $762.4M
Xponance LLC 7.33% Reduce -0.3% 1,765,604 $759.7M
Man Group plc 2.22% Reduce -24.0% 1,758,158 $756.5M
B. Metzler seel. Sohn & Co. Holding AG 7.49% — 1,750,735 $753.3M
B. Metzler seel. Sohn & Co. AG 7.49% Add +6.0% 1,750,735 $753.3M
Hudson Bay Capital Management LP 5.99% Add +3.2% 1,733,133 $745.8M
DSM Capital Partners LLC 11.37% Reduce -5.8% 1,730,666 $744.7M
Alkeon Capital Management LLC 4.07% No change 1,728,813 $743.9M
Egerton Capital (UK) LLP 7.47% Add +15.5% 1,720,051 $740.1M
AEGON ASSET MANAGEMENT UK Plc 10.06% Reduce -1.0% 1,716,430 $738.0M
Cibc World Market Inc. 1.66% Add +2.0% 1,712,908 $737.1M
Northwestern Mutual Wealth Management Co. 0.65% Add +3.0% 1,696,361 $729.9M
Zurich Insurance Group Ltd 6.16% Reduce -7.3% 1,686,937 $725.9M
Allen Investment Management, LLC 8.52% Reduce -15.7% 1,667,404 $717.5M
Lone Pine Capital 5.31% Reduce -18.0% 1,655,779 $712.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 4.40% Reduce -0.9% 1,618,101 $696.3M
Polar Capital Holdings Plc 3.32% Reduce -13.4% 1,605,143 $690.7M
C WorldWide Group Holding A/S 7.16% Reduce -21.2% 1,601,579 $689.2M
Amalgamated Bank 5.65% Reduce -0.1% 1,594,828 $686.3M
Mirova US LLC 7.87% Add +23.6% 1,593,369 $685.6M
Altimeter Capital Management 10.11% Reduce -2.4% 1,585,900 $682.4M
Renaissance Technologies 1.02% Add +383.6% 1,571,271 $676.1M
OMERS ADMINISTRATION Corp 6.21% Add +0.1% 1,568,220 $674.8M
Assetmark, Inc. 1.92% Add +6.1% 1,559,541 $671.1M
TCW Group Inc. 5.85% Add +10.0% 1,555,094 $669.2M
Capitolis Liquid Global Markets LLC 7.06% Add +28.2% 1,545,970 $665.2M
Everett Harris & Co. 8.14% Reduce -0.8% 1,521,202 $654.6M
Comgest Global Investors S.A.S. 9.36% Add +3.2% 1,518,944 $653.6M
Nissay Asset Management Corp. /Japan 4.14% Reduce -4.5% 1,518,662 $653.5M
Czech National Bank 6.57% Add +6.9% 1,514,189 $651.6M
Longview Partners (Guernsey) LTD 4.46% Reduce -0.5% 1,510,194 $649.8M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 7.86% No change 1,500,000 $645.5M
Employees Provident Fund Board 8.82% Add +56.5% 1,496,831 $644.1M
Bahl & Gaynor LLC 3.28% Add +3.3% 1,481,869 $637.6M
Sarasin & Partners LLP 6.01% Reduce -10.4% 1,481,378 $637.4M
Gateway Investment Advisers LLC 6.99% Reduce -1.6% 1,473,908 $634.2M
Worldquant Millennium Advisors LLC 4.63% Add +69.5% 1,469,037 $632.1M
Farallon Capital Management, L.L.C. 3.50% Add +21.9% 1,466,747 $631.1M
IFM Investors Pty Ltd 5.99% Add +0.2% 1,451,441 $624.6M
JARISLOWSKY, FRASER Ltd 3.49% Reduce -3.4% 1,449,107 $623.6M
Van Lanschot Kempen Investment Management N.V. 6.27% Add +7.2% 1,429,875 $615.3M
Banco Bilbao Vizcaya Argentaria, S.A. 6.11% Add +32.1% 1,422,192 $611.1M
Artisan Partners Limited Partnership 0.91% Reduce -30.7% 1,415,257 $609.0M
Rafferty Asset Management, LLC 2.08% Reduce -29.2% 1,413,945 $608.4M
Compagnie Lombard Odier SCmA 9.24% Add +3.7% 1,381,517 $594.5M
Epoch Investment Partners, Inc. 2.66% Reduce -4.6% 1,380,792 $594.2M
Magellan Asset Management Ltd 5.91% Reduce -20.9% 1,380,486 $594.0M
Harding Loevner LP 3.37% Reduce -2.6% 1,358,338 $584.5M
Cantillon Capital Management LLC 3.52% Reduce -2.9% 1,336,271 $575.0M
Boston Trust Walden Corp 3.88% Reduce -0.8% 1,296,836 $558.0M
Mn Services Vermogensbeheer B.V. 3.90% Reduce -2.1% 1,292,011 $556.0M
Unisphere Establishment 5.18% Reduce -0.3% 1,270,150 $546.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 5.56% — 1,267,580 $545.4M
Ako Capital LLP 7.10% Add +4.5% 1,265,260 $544.4M
Citadel Advisors 0.58% Add +1.7% 1,264,535 $544.1M
Capital Wealth Planning, LLC 5.05% Add +3.5% 1,258,675 $541.6M
HRT Financial LP 2.68% New 1,252,432 $538.9M
Yacktman Asset Management 5.51% Reduce -18.6% 1,248,427 $537.2M
Haverford Trust Co 5.17% Reduce -0.1% 1,233,906 $530.9M
LBP Am SA 7.97% Add +202.8% 1,231,280 $529.8M
Utah Retirement Systems 5.98% Add +0.5% 1,231,075 $529.7M
QRG Capital Management, Inc. 5.71% Add +4.3% 1,228,198 $528.5M
Cambridge Investment Research Advisors, Inc. 1.76% Add +0.8% 1,203,134 $517.7M
Federation des caisses Desjardins du Quebec 2.55% Add +3.1% 1,197,936 $515.4M
Cresset Asset Management, LLC 1.98% Add +1.7% 1,184,229 $509.6M
Cincinnati Insurance Co. 8.53% No change 1,183,997 $509.5M
Swiss Life Asset Management Ltd 5.79% Reduce -5.1% 1,183,827 $509.3M
Regions Financial Corp. 3.64% Reduce -1.1% 1,176,797 $506.4M
LGT Group Foundation 8.28% Reduce -13.3% 1,211,140 $505.2M
Huntington National Bank 4.86% Add +0.9% 1,172,349 $504.5M
Zacks Investment Management 4.34% Add +9.2% 1,163,767 $500.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 5.32% Add +3.9% 1,147,858 $493.9M
Cercano Management LLC 11.79% Reduce -13.6% 1,145,354 $492.8M
Teachers Retirement System of the State of Kentucky 4.29% Reduce -2.6% 1,142,688 $491.7M
Balyasny Asset Management L.P. 1.28% Add +115.2% 1,129,995 $486.2M
MML Investors Services, LLC 1.75% Add +4.9% 1,116,448 $480.4M
Factory Mutual Insurance Co. 4.96% Add +0.9% 1,114,968 $479.8M
Saturna Capital Corp. 6.26% Add +0.3% 1,111,853 $478.4M
State of Alaska, Department of Revenue 5.02% Add +3.5% 1,098,684 $472.8M
Scge Management, L.P. 10.27% Reduce -14.4% 1,095,000 $471.2M
New York Life Investment Management LLC 4.51% Reduce -2.2% 1,077,681 $463.7M
Guggenheim Capital LLC 3.22% Reduce -8.3% 1,054,737 $453.9M
Newlands Management Operations LLC 3.26% No change 1,050,322 $452.0M
First Foundation Advisors 17.00% Reduce -1.4% 1,048,018 $451.0M
Varma Mutual Pension Insurance Co 3.56% Reduce -14.0% 1,106,276 $449.5M
Mediolanum International Funds Ltd 6.12% Reduce -1.8% 1,028,914 $439.7M
GUARDCAP ASSET MANAGEMENT Ltd 5.89% Reduce -6.7% 1,005,049 $432.5M
Lazard Freres Gestion S.A.S. 9.03% Add +2.3% 989,782 $425.9M
Banque Pictet & Cie SA 4.21% Add +1.3% 991,809 $425.5M
Quilter Plc 8.68% Add +5.3% 988,698 $425.4M
Lido Advisors, LLC 3.22% Add +10.9% 988,566 $425.4M
ExodusPoint Capital Management, LP 4.37% Add +1024.8% 985,499 $424.1M
ABN AMRO Bank N.V. 5.80% Add +0.8% 992,635 $423.4M
Capital Group Private Client Services, Inc. 4.03% Reduce -2.6% 983,191 $423.1M
Van Eck Associates Corp. 0.53% Add +7.3% 989,062 $420.0M
Cullen/Frost Bankers, Inc. 5.70% Add +1.1% 971,090 $417.9M
Sanctuary Advisors, LLC 2.65% Add +12.6% 1,001,133 $417.5M
Appaloosa 6.23% Reduce -17.9% 970,000 $417.4M
Bartlett & Co. Wealth Management LLC 5.97% Reduce -1.0% 966,957 $416.1M
Bridges Investment Management Inc. 5.81% Reduce -0.1% 966,121 $415.7M
W1M Investment Management Ltd 6.75% Add +6.4% 954,830 $410.8M
Mutual of America Capital Management LLC 4.32% Reduce -2.6% 953,985 $410.5M
Employees Retirement System of Texas 4.19% Reduce -3.8% 951,205 $409.3M
Intech Investment Management LLC 4.57% Reduce -0.5% 949,547 $408.6M
Yousif Capital Management, LLC 4.41% Reduce -0.9% 944,785 $406.5M
Holocene Advisors, LP 1.63% Add +1154.3% 939,746 $404.4M
Ferguson Wellman Capital Management, Inc. 7.82% Reduce -0.5% 939,109 $404.1M
Stonehage Fleming Financial Services Holdings Ltd 10.54% Reduce -1.2% 927,035 $398.9M
BlueSpruce Investments, LP 7.35% Add +18.4% 926,096 $398.5M
APG Asset Management N.V. 2.60% Reduce -86.0% 1,017,397 $392.3M
Welch & Forbes LLC 4.98% Reduce -0.2% 909,531 $391.4M
Williams Jones Wealth Management, LLC. 4.55% Add +1.7% 901,890 $388.1M
Whittier Trust Co. 5.19% Add +1.5% 901,088 $387.7M
DAVENPORT & Co LLC 2.27% Reduce -0.4% 898,553 $386.4M
Troy Asset Management Ltd 12.17% Reduce -2.5% 897,803 $386.3M
Commerzbank Aktiengesellschaft 10.29% Add +6.7% 897,433 $386.2M
Bank Pictet & Cie (Europe) AG 9.11% Add +1.6% 898,423 $385.4M
TD Waterhouse Canada Inc. 3.11% Add +1.4% 913,687 $383.7M
Vaughan Nelson Investment Management, L.P. 3.38% Reduce -2.1% 882,139 $379.6M
Coldstream Capital Management Inc. 8.15% Add +3.0% 876,472 $377.1M
MAI Capital Management 3.61% Reduce -4.2% 876,245 $377.0M
Chilton Investment Co. Inc. 9.86% Add +0.7% 874,961 $376.5M
Evercore Wealth Management, LLC 5.64% Reduce -1.9% 873,738 $376.0M
iA Global Asset Management Inc. 6.60% Reduce -9.7% 872,901 $375.6M
Bridgewater Associates 2.12% Reduce -20.2% 870,178 $374.4M
Empower Advisory Group, LLC 1.27% Add +0.3% 870,103 $374.4M
Third Point 5.09% Reduce -44.9% 870,000 $374.4M
Eagle Asset Management Inc. 1.90% Reduce -6.2% 882,459 $372.9M
Kestra Advisory Services, LLC 2.05% Reduce -6.7% 863,082 $371.4M
E. Ohman J:or Asset Management AB 9.18% Add +0.9% 862,097 $371.0M
NewEdge Advisors, LLC 2.40% Add +4.8% 858,184 $369.3M
Danica Pension, Livsforsikringsaktieselskab 7.09% Add +3.7% 851,922 $366.6M
Quantinno Capital Management LP 4.71% Add +27.4% 842,254 $362.4M
Jupiter Asset Management Ltd. 3.18% Reduce -1.2% 842,106 $362.4M
BI Asset Management Fondsmaeglerselskab A/S 6.24% Add +9.1% 836,771 $360.1M
Vanguard Personalized Indexing Management, LLC 5.78% Add +7.8% 833,516 $358.7M
Cannell & Spears LLC 7.04% Reduce -1.5% 831,391 $357.7M
Cwm, LLC 1.54% Add +3.2% 829,883 $357.1M
Vulcan Value Partners, LLC 5.92% Reduce -0.6% 822,173 $353.8M
Erste Asset Management GmbH 4.21% Add +6.8% 819,596 $351.6M
Bristol John W & Co. Inc. 5.51% Add +0.5% 801,949 $345.1M
Achmea Investment Management B.V. 5.69% Add +1.3% 801,617 $344.9M
Atalanta Sosnoff Capital, LLC 7.33% Reduce -1.9% 794,437 $341.8M
London Co. of Virginia 1.79% Reduce -6.9% 791,988 $340.8M
Rokos Capital Management LLP 12.40% Add +41.3% 793,365 $340.7M
Findlay Park Partners LLP 3.20% Reduce -40.6% 789,810 $339.9M
Groupama Asset Managment 8.91% Add +14.0% 981,251 $339.0M
Capital International, Inc. 4.22% Reduce -2.3% 777,065 $334.4M
Navera Investment Management Ltd. 5.90% Add +0.1% 771,312 $331.9M
HM Payson & Co. 5.68% Add +0.6% 770,330 $331.5M
Steward Partners Investment Advisory, LLC 3.06% Add +9.5% 769,594 $331.2M
Sterling Capital Management LLC 4.28% — 766,846 $330.0M
Bradley Foster & Sargent Inc. 5.49% Add +0.2% 763,290 $328.4M
Stockbridge Partners LLC 6.56% Reduce -23.7% 759,278 $326.7M
Border to Coast Pensions Partnership Ltd 6.65% Add +4.5% 760,011 $326.1M
Artemis Investment Management LLP 4.97% Reduce -23.7% 756,514 $325.5M
Ieq Capital, LLC 3.98% Add +4.7% 754,411 $324.6M
O'shaughnessy Asset Management, LLC 2.89% Add +4.1% 773,773 $324.3M
SRB Corp. 18.06% No change 748,727 $322.2M
Burgundy Asset Management Ltd. 3.17% Reduce -6.1% 743,456 $319.9M
Laird Norton Wetherby Trust Company, LLC 41.87% Reduce -0.1% 742,970 $319.7M
Carmignac Gestion 5.33% Reduce -38.0% 742,428 $319.4M
Johnson Investment Counsel Inc. 3.13% Reduce -0.9% 739,870 $318.4M
Alyeska Investment Group, L.P. 1.61% New 734,107 $315.9M
Intermede Investment Partners Ltd 6.58% Reduce -1.9% 732,952 $315.4M
Beck Mack & Oliver LLC 6.12% Reduce -2.1% 731,522 $314.8M
Tiaa Trust, National Association 0.93% Reduce -1.4% 724,323 $311.7M
Abn Amro Investment Solutions 5.42% Reduce -0.0% 719,271 $309.5M
D.A. Davidson & Co. 2.56% Add +0.1% 719,256 $309.5M
Marsico Capital Management LLC 8.63% Add +2.8% 717,795 $308.9M
Pacer Advisors, Inc. 0.68% Reduce -1.4% 715,329 $307.8M
Samlyn Capital, LLC 4.97% Add +38.3% 713,910 $307.2M
NorthCoast Asset Management LLC 2.14% Add +37.6% 827,981 $304.4M
Silvercrest Asset Management Group LLC 2.07% Reduce -7.4% 707,251 $304.3M
Oppenheimer & Co. Inc. 4.64% Reduce -1.6% 706,809 $304.1M
Financial Counselors Inc. 4.48% Add +2.6% 703,324 $302.6M
SpiderRock Advisors, LLC 6.46% Add +13.9% 699,923 $301.2M
Perpetual Ltd 3.24% Add +11.9% 695,535 $299.3M
EP Wealth Advisors, LLC 2.57% Add +4.9% 694,975 $299.0M
Aristotle Atlantic Partners, LLC 9.29% Add +1.8% 694,528 $298.9M
Liontrust Investment Partners LLP 4.23% No change 666,372 $297.8M
CCLA Investment Management 4.57% No change 657,163 $296.9M
Eastern Bank 5.28% Add +127.5% 684,429 $294.5M
Armstrong Henry H Associates Inc. 27.97% Reduce -3.5% 678,786 $292.1M
AE Wealth Management LLC 2.65% Add +9.8% 678,418 $291.9M
J. Safra Sarasin Holding AG 5.06% Reduce -2.8% 677,762 $291.6M
Oppenheimer Asset Management Inc. 3.49% Reduce -1.8% 674,433 $290.2M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 20.09% Reduce -12.9% 673,500 $289.8M
Elo Mutual Pension Insurance Co 6.19% Add +4.2% 671,040 $288.7M
Fiduciary Trust Co 4.02% Add +0.3% 669,540 $288.1M
Connor, Clark & Lunn Investment Management Ltd. 1.39% Reduce -48.1% 666,526 $286.8M
Prudential PLC 1.45% Add +7.2% 666,076 $286.6M
Banco Santander, S.A. 3.36% Reduce -1.8% 662,121 $284.9M
Clal Insurance Enterprises Holdings Ltd 2.52% Add +15.2% 662,000 $284.9M
First Eagle Investment Management, LLC 0.58% Reduce -0.3% 657,467 $282.9M
Metropolis Capital Ltd 9.78% Add +180.2% 657,098 $282.7M
Joho Capital LLC 44.29% No change 651,700 $280.4M
Verition Fund Management LLC 2.13% Reduce -71.8% 648,831 $279.2M
Brighton Jones LLC 10.48% Reduce -29.0% 647,548 $278.6M
NewEdge Wealth, LLC 5.00% Add +9.0% 643,723 $277.0M
Cincinnati Financial Corp. 5.96% Reduce -29.8% 642,250 $276.4M
Wealthfront Advisers LLC 0.85% Reduce -1.3% 640,324 $275.5M
Louisiana State Employees Retirement System 5.05% Reduce -1.7% 638,000 $274.5M
Oregon Public Employees Retirement Fund 5.13% Reduce -0.3% 636,492 $273.9M
Badgley Phelps Wealth Managers, LLC 6.35% Add +0.4% 635,153 $273.3M
LGT Capital Partners LTD. 9.38% Reduce -10.6% 626,828 $269.7M
Tidal Investments LLC 2.98% Add +35.5% 626,659 $269.7M
Phoenix Financial Ltd. 3.98% Reduce -0.8% 626,119 $269.5M
Sapient Capital LLC 5.41% Add +0.2% 626,225 $269.5M
Sequoia Financial Advisors, LLC 2.89% Add +10.5% 624,875 $268.9M
Trillium Asset Management, LLC 6.56% Reduce -2.5% 620,974 $267.2M
Douglass Winthrop Advisors, LLC 5.09% Reduce -0.9% 620,048 $266.8M
Maverick Capital 5.14% Add +2.1% 612,455 $263.5M
Two Sigma Investments, LP 0.61% Add +2.7% 610,659 $262.8M
Whittier Trust Co. of Nevada Inc. 6.71% Add +1.2% 603,146 $259.5M
Congress Asset Management Co. 1.76% Add +0.2% 598,682 $257.6M
Kornitzer Capital Management Inc. 4.75% Reduce -1.3% 595,309 $256.2M
United Capital Financial Advisors, LLC 2.11% Reduce -2.3% 594,910 $256.0M
Skye Global Management LP 6.17% Reduce -9.2% 594,000 $255.6M
Private Advisor Group, LLC 1.58% Reduce -1.5% 591,503 $254.5M
Jones Financial Companies LLLP 0.26% Add +55.3% 591,778 $253.7M
Crake Asset Management LLP 31.14% Add +37.4% 589,473 $253.7M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 10.12% Reduce -1.7% 588,702 $253.3M
Foxhaven Asset Management, LP 7.08% Reduce -5.1% 588,000 $253.0M
Advisors Capital Management, LLC 4.10% Add +2.2% 584,609 $251.6M
Riverbridge Partners LLC 3.34% Reduce -1.5% 581,398 $250.2M
Baron Capital (BAMCO) 0.66% Reduce -7.0% 577,172 $248.4M
Milestone Resources Group Ltd 8.52% No change 568,973 $244.8M
Hyperion Asset Management Ltd 9.36% Reduce -5.5% 567,291 $244.1M
Beacon Pointe Advisors, LLC 2.81% Reduce -4.1% 566,463 $243.7M
Clark Capital Management Group, Inc. 1.67% Reduce -12.2% 566,024 $243.6M
Pinnacle Financial Partners Inc 4.88% Reduce -0.5% 564,376 $242.9M
Gulf International Bank (UK) Ltd 6.15% Reduce -7.4% 557,853 $240.0M
Great Lakes Advisors, LLC 2.00% Add +1.3% 555,291 $238.9M
Silvant Capital Management LLC 10.40% Reduce -2.0% 551,277 $237.2M
UMB Bank, n.a. 3.68% Reduce -4.2% 549,513 $236.5M
Crestwood Advisors Group, LLC 4.51% Reduce -13.0% 548,630 $236.1M
Investment Management Corp of Ontario 5.24% Add +22.2% 544,893 $234.5M
Tocqueville Asset Management L.P. 3.65% Reduce -1.4% 540,696 $232.7M
Flputnam Investment Management Co. 4.18% Reduce -1.3% 533,877 $232.4M
Agf Management Ltd. 1.18% Reduce -2.2% 537,853 $231.4M
Cryder Capital Partners LLP 13.30% No change 536,617 $230.9M
Gabelli Funds LLC 1.67% Reduce -6.6% 532,385 $229.1M
NS Partners Ltd 9.64% Add +1.7% 531,345 $228.6M
South Dakota Investment Council 4.42% Reduce -0.2% 525,669 $226.2M
Guinness Asset Management LTD 4.26% Add +0.3% 522,876 $224.9M
Kentucky Retirement Systems 6.57% Reduce -7.5% 517,826 $222.8M
Capital Counsel LLC 9.54% Reduce -0.2% 515,472 $221.8M
Envestnet Portfolio Solutions, Inc. 0.72% Add +0.9% 515,353 $221.8M
Markel Group 1.99% Add +1.5% 514,980 $221.6M
Capital Advisors Inc. 4.42% Add +2.5% 513,187 $220.8M
Argent Capital Management LLC 6.09% Reduce -1.9% 511,188 $220.0M
Westwood Holdings Group Inc. 1.69% Add +1.6% 509,207 $219.1M
Peapack Gladstone Financial Corp. 3.15% Reduce -1.2% 508,110 $218.6M
Daiichi Life Insurance Co., Ltd. 5.52% Reduce -4.7% 507,880 $218.5M
First Financial Bankshares Inc 4.60% Reduce -6.1% 507,678 $218.5M
Southpoint Capital Advisors LP 5.10% Add +25.0% 500,000 $215.2M
Ethic Inc. 5.43% Reduce -6.0% 510,501 $214.8M
Nicholas Company, Inc. 3.49% Add +0.0% 498,455 $214.5M
Illinois Municipal Retirement Fund 3.05% Reduce -1.2% 496,774 $213.8M
PGGM Investments 2.73% Add +3.2% 494,614 $212.8M
Kensico Capital Management Corp. 5.65% Reduce -4.5% 494,200 $212.7M
Crawford Investment Counsel Inc. 3.63% Reduce -0.4% 492,800 $212.1M
Morningstar Investment Services LLC 2.16% Reduce -0.6% 494,506 $211.7M
Shelton Capital Management 5.43% Add +0.1% 491,732 $211.6M
Ilmarinen Mutual Pension Insurance Co 2.29% Add +2.1% 489,419 $210.6M
Capital International Sarl 5.41% Add +12.2% 488,929 $210.4M
Mizuho Securities USA LLC 4.46% Reduce -15.9% 481,993 $207.4M
Meyer Handelman Co. 6.99% Reduce -3.2% 480,508 $206.8M
Edmond DE Rothschild Holding S.A. 3.33% Add +7.1% 478,859 $206.1M
Busey Bank 6.63% Add +1.1% 472,040 $203.1M
Adams Diversified Equity Fund, Inc. 7.43% Reduce -10.5% 469,900 $202.2M
Hartford Investment Management Co. 6.63% Reduce -1.8% 467,770 $201.3M
NEOS Investment Management LLC 6.07% Add +21.5% 467,294 $201.1M
Performance Wealth Partners, LLC 6.91% Add +2.2% 466,344 $200.7M
Trivest Advisors Ltd 11.39% Reduce -43.7% 466,000 $200.5M
Townsquare Capital LLC 2.37% Add +2.6% 460,052 $198.0M
Quintet Private Bank (Europe) S.A. 11.17% Add +22.4% 454,055 $195.4M
ACR Alpine Capital Research, LLC 5.73% Reduce -1.2% 451,237 $194.2M
Scharf Investments, LLC 5.34% Reduce -4.8% 450,930 $194.0M
Delta Asset Management LLC 16.69% Reduce -2.1% 450,043 $193.7M
Voyager Global Management LP 8.38% Add +80.0% 450,000 $193.6M
Atria Wealth Solutions, Inc. 2.10% Reduce -7.9% 448,902 $193.2M
Munro Partners 7.01% Reduce -13.7% 447,068 $192.4M
Synovus Financial Corp. 2.22% Add +8.3% 445,759 $191.8M
Glenview Trust Co 3.68% Add +2.1% 445,186 $191.6M
Manning & Napier Advisors LLC 2.10% Reduce -11.7% 444,303 $191.2M
Citizens Financial Group Inc. 3.84% Add +9.6% 444,116 $191.1M
OVERSEA-CHINESE BANKING Corp Ltd 5.35% Add +7.9% 443,390 $190.8M
Northwest & Ethical Investments L.P. 5.02% Add +8.2% 441,738 $190.1M
Pinnacle Associates Ltd. 3.23% Add +8.2% 505,091 $189.9M
Stonegate Investment Group, LLC 5.01% Add +1.3% 441,259 $189.9M
Freestone Capital Holdings, LLC 6.55% Add +5.0% 440,636 $189.6M
&partners 3.67% Add +127.0% 440,284 $189.6M
Crossmark Global Holdings, Inc. 3.40% Reduce -1.4% 438,846 $188.8M
Avantax Advisory Services, Inc. 1.24% Add +0.3% 438,552 $188.7M
Atria Investments, Inc 2.34% Reduce -1.7% 438,455 $188.7M
TrinityBridge Ltd 5.78% Add +0.8% 437,066 $188.0M
AIA Group Ltd 4.85% Add +12.8% 436,564 $187.9M
Bailard, Inc. 4.87% Reduce -0.3% 434,310 $186.9M
Nippon Life Global Investors Americas, Inc. 7.99% Add +0.5% 432,830 $186.2M
Davis R M Inc. 3.57% Add +2.6% 429,667 $184.9M
Maryland State Retirement & Pension System 3.86% Reduce -26.2% 427,650 $184.0M
Country Trust Bank 4.48% Reduce -7.2% 425,965 $183.3M
Wilmington Savings Fund Society, FSB 3.29% Add +52.7% 425,374 $183.0M
Dorsal Capital Management, LP 5.90% Reduce -22.0% 425,000 $182.9M
Associated Banc-Corp 5.35% Reduce -1.6% 423,258 $182.1M
Prio Wealth Limited Partnership 5.31% Reduce -2.3% 421,052 $181.2M
Modera Wealth Management, LLC 2.30% Add +3.7% 419,518 $180.5M
Metis Global Partners, LLC 5.61% Add +2.6% 418,563 $180.1M
Nomura Holdings Inc. 1.37% Add +0.9% 414,487 $178.4M
Railway Pension Investments Ltd 2.14% Reduce -23.1% 414,300 $178.3M
Lockheed Martin Investment Management Co. 8.22% Add +47.9% 412,320 $177.4M
Securian Asset Management, Inc. 5.10% Reduce -3.8% 411,110 $176.9M
Staley Capital Advisers Inc. 7.84% Reduce -0.8% 407,623 $175.4M
Orion Porfolio Solutions, LLC 1.75% Reduce -1.3% 407,361 $175.3M
Orion Portfolio Solutions, LLC 1.75% Reduce -1.3% 407,361 $175.3M
Salem Investment Counselors Inc. 5.26% Add +0.4% 406,015 $174.7M
Bokf, NA 3.10% Reduce -2.8% 419,312 $174.7M
Norinchukin Bank, The 4.11% Add +13.8% 404,940 $174.2M
Raymond James Trust N.A. 3.77% Add +0.2% 402,792 $173.3M
Douglas Lane & Associates, LLC 2.37% Reduce -4.2% 400,531 $172.3M
Ossiam 3.33% Add +22.4% 399,782 $172.0M
Nan Shan Life Insurance Co., Ltd. 3.99% Add +15.6% 393,912 $169.5M
Castleark Management LLC 6.80% Reduce -2.7% 387,604 $166.8M
Rwa Wealth Partners, LLC 2.07% Add +1.7% 387,760 $165.9M
Boston Financial Mangement LLC 4.91% Add +0.7% 382,464 $164.6M
Florida Trust Wealth Management Co 5.24% Reduce -2.3% 380,179 $163.6M
MassMutual Private Wealth & Trust, FSB 4.64% Reduce -0.6% 378,616 $162.9M
Mission Wealth Management, LP 4.02% Add +6.6% 377,369 $162.4M
Stock Yards Bank & Trust Co. 5.19% Reduce -4.8% 374,660 $161.2M
Aptus Capital Advisors, LLC 2.43% Add +17.7% 372,241 $160.2M
BNP Paribas 6.65% Add +11.6% 372,784 $160.1M
Point72 Asset Management 0.57% New 370,630 $159.5M
Becker Capital Management Inc. 5.14% Reduce -0.1% 367,532 $158.1M
Whale Rock Capital Management 2.21% Reduce -66.3% 366,948 $157.9M
CTC LLC 7.20% Add +4532.3% 365,210 $157.1M
New Mexico Educational Retirement Board 5.27% Reduce -2.9% 363,447 $156.4M
James Hambro & Partners LLP 6.48% Add +0.5% 360,861 $155.3M
Saratoga Research & Investment Management 6.77% Add +1.3% 359,519 $154.7M
Covea Finance 6.77% Reduce -4.5% 358,562 $154.3M
NZS Capital, LLC 6.01% Reduce -5.7% 358,167 $154.1M
MKP Capital Management, L.L.C. 14.04% New 357,000 $153.6M
DF Dent & Co. Inc. 1.86% Add +1.6% 354,501 $152.5M
Segall Bryant & Hamill, LLC 2.06% Add +154.6% 351,135 $151.1M
Tokio Marine Asset Management Co. Ltd. 6.61% Add +3.6% 350,356 $150.8M
Stratos Wealth Partners, LTD. 2.19% Add +6.8% 348,839 $150.1M
PointState Capital LP 4.10% Add +83.2% 346,688 $149.2M
Cornerstone Advisors, LLC 5.87% Add +1.9% 345,300 $148.6M
TCTC Holdings, LLC 4.99% Reduce -0.4% 342,657 $147.4M
Braun Stacey Associates Inc. 5.47% Reduce -2.7% 335,156 $144.2M
Focused Investors LLC 4.37% Reduce -21.1% 334,350 $143.9M
GTS Securities LLC 2.88% Add +371.1% 333,281 $143.4M
Prime Capital Investment Advisors, LLC 2.04% Add +0.3% 332,251 $143.0M
Kodai Capital Management LP 2.96% Add +48.1% 331,487 $142.6M
Zevenbergen Capital Investments LLC 2.99% Add +0.1% 331,371 $142.6M
Gladstone Capital Management LLP 12.00% Add +5.1% 331,345 $142.6M
Greenleaf Trust 1.27% Add +1.9% 330,573 $142.2M
Chilton Capital Management LLC 5.91% Add +5.7% 329,865 $141.9M
Bristlecone Advisors, LLC 11.32% Add +0.7% 327,733 $141.0M
Evergreen Quality Fund GP, Ltd. 7.14% Add +76.0% 327,451 $140.9M
Cowen and Company, LLC 4.92% Add +602.0% 327,257 $140.8M
J. L. Bainbridge & Co., Inc. 13.64% Reduce -1.1% 327,170 $140.8M
Elite Wealth Management, Inc. 32.21% Add +2.0% 325,486 $140.1M
Pensioenfonds Rail & Ov 9.71% Add +140.7% 325,047 $139.9M
Sit Investment Associates Inc. 3.12% Add +2.6% 324,720 $139.7M
Curi Capital, LLC 3.16% Add +4.1% 323,613 $139.3M
HB Wealth Management, LLC 1.49% Add +4.3% 322,292 $138.7M
CW Advisors, LLC 1.84% Add +32.4% 320,114 $137.7M
Cohen Klingenstein LLC 4.79% Reduce -2.4% 319,500 $137.5M
GW&K Investment Management, LLC 1.18% Reduce -12.1% 319,386 $137.4M
Confluence Investment Management LLC 1.84% Reduce -1.0% 319,220 $137.4M
Old National Bancorp 3.17% Add +0.2% 318,673 $137.1M
Stephens Inc. 1.94% Add +0.7% 317,561 $136.6M
Shell Asset Management Co. 5.99% — 316,300 $136.1M
KCM Investment Advisors LLC 4.63% Reduce -0.5% 315,583 $135.8M
Vinva Investment Management Ltd 5.73% Add +12.8% 316,860 $135.6M
Hancock Whitney Corp. 4.37% Add +3.7% 314,839 $135.5M
Choreo, LLC 1.99% Add +11.0% 321,891 $135.4M
Allianz SE 3.62% Reduce -4.8% 310,956 $133.8M
Palestra Capital Management LLC 4.40% Add +23.3% 310,111 $133.4M
Benjamin Edwards Inc. 1.94% Add +628.1% 309,237 $133.2M
Clarius Group, LLC 9.34% Reduce -0.7% 310,024 $133.1M
Clifford Swan Investment Counsel LLC 4.69% Reduce -0.9% 307,183 $132.2M
Clearstead Advisors, LLC 2.05% Add +1.5% 306,815 $132.0M
Howland Capital Management LLC 5.72% Reduce -2.2% 306,591 $131.9M
Bain Capital Public Equity Management II, LLC 6.00% Reduce -21.3% 306,373 $131.8M
Composition Wealth, LLC 3.05% Add +1.3% 306,024 $131.7M
Vaughan David Investments LLC 3.03% Reduce -0.8% 306,002 $131.7M
Bowie Capital Management, LLC 7.41% Add +19.4% 305,715 $131.5M
Migdal Insurance & Financial Holdings Ltd. 2.13% Reduce -15.4% 305,656 $131.5M
Allworth Financial LP 0.80% Add +1.3% 304,469 $131.0M
Capula Management Ltd 1.64% Reduce -6.9% 303,694 $130.7M
Heritage Investors Management Corp. 4.33% Reduce -0.3% 302,361 $130.1M
Capital International Ltd. 5.61% Reduce -0.7% 302,338 $130.1M
Quadrature Capital Ltd 2.95% New 302,281 $130.1M
Independent Advisor Alliance 4.71% Reduce -6.0% 300,439 $129.3M
Consulta Ltd 7.97% Add +15.6% 300,000 $129.1M
Daymark Wealth Partners, LLC 5.42% Add +0.1% 392,386 $128.1M
McDaniel Terry & Co. 10.72% Add +0.0% 297,542 $128.0M
Choate Investment Advisors 3.26% Add +0.3% 297,210 $127.9M
Formuepleje A/S 6.54% Add +4.0% 297,008 $127.8M
SG Americas Securities, LLC 0.49% Add +7.7% 296,660 $127.7M
Mesirow Financial Investment Management, Inc. 2.46% Add +0.4% 295,376 $127.1M
Wesbanco Bank Inc. 4.31% Add +3.7% 295,274 $127.1M
Fortis Capital Management LLC 25.55% Reduce -0.2% 294,831 $126.9M
Fort Pitt Capital Group, LLC 3.56% Reduce -0.9% 294,069 $126.5M
Mogy Joel R Investment Counsel Inc. 7.73% Add +0.1% 293,239 $126.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 3.95% Reduce -3.6% 292,671 $125.9M
Mondrian Investment Partners LTD 1.90% Add +0.5% 292,399 $125.8M
Chartwell Investment Partners, LLC 4.32% Reduce -1.6% 292,213 $125.7M
Bollard Group LLC 3.34% Reduce -0.2% 291,444 $125.4M
Avenir Corp. 12.60% Reduce -10.5% 290,438 $125.0M
Highland Capital Management, LLC 7.11% Add +1.3% 289,987 $124.8M
Profund Advisors LLC 4.64% Reduce -14.2% 285,173 $122.7M
Advisors Asset Management, Inc. 2.24% Reduce -0.2% 283,057 $121.8M
Carnegie Investment Counsel 3.53% Add +3.0% 278,341 $119.8M
Livforsakringsbolaget Skandia, Omsesidigt 6.43% Add +45.7% 278,392 $119.7M
Birch Hill Investment Advisors LLC 5.62% Reduce -0.2% 278,080 $119.7M
Wilkinson Global Asset Management LLC 7.20% Reduce -6.0% 277,616 $119.5M
Donaldson Capital Management, LLC 4.54% Add +1.2% 274,500 $118.1M
Chicago Capital, LLC 3.28% Add +1.8% 274,266 $118.0M
Kestra Private Wealth Services, LLC 2.16% Reduce -12.4% 274,059 $118.0M
Ami Asset Management Corp. 6.38% Reduce -2.1% 273,782 $117.8M
Argent Trust Co 4.88% Reduce -1.4% 273,526 $117.7M
Hantz Financial Services, Inc. 2.09% Reduce -7.7% 273,241 $117.6M
Farmers & Merchants Investments Inc. 3.65% Add +1.3% 273,072 $117.5M
Savant Capital, LLC 0.97% Add +20.2% 272,759 $117.4M
Guyasuta Investment Advisors Inc. 7.24% Reduce -1.1% 272,723 $117.4M
Harvest Fund Management Co., Ltd 6.93% Add +26.0% 271,176 $116.6M
Dakota Wealth Management 2.64% Add +0.5% 270,802 $116.5M
Meiji Yasuda Asset Management Co Ltd. 4.44% Add +0.1% 270,677 $116.5M
Park National Corp. 4.06% Reduce -5.0% 269,740 $116.1M
Empire Life Investments Inc. 7.08% Reduce -0.5% 269,681 $116.0M
OneDigital Investment Advisors LLC 1.32% Add +3.2% 268,484 $115.5M
Baker Avenue Asset Management, LP 3.62% Add +7.3% 265,059 $114.1M
Locust Wood Capital Advisers, LLC 3.98% Add +12.5% 264,224 $113.7M
Nwam LLC 6.92% New 263,742 $113.5M
NorthCrest Asset Manangement, LLC 3.43% Add +4.0% 263,599 $113.4M
Oak Ridge Investments LLC 9.89% Add +7.6% 263,534 $113.4M
Advisory Services Network, LLC 2.34% No change 253,363 $113.2M
Empirical Finance, LLC 6.58% Add +2.3% 262,432 $112.9M
Banque Cantonale Vaudoise 4.63% Reduce -5.3% 261,452 $112.5M
Dana Investment Advisors, Inc. 3.72% Add +9.6% 261,378 $112.5M
Gilder Gagnon Howe & Co. LLC 1.34% Add +2.6% 261,249 $112.4M
Northeast Investment Management 5.02% Add +0.1% 260,329 $112.0M
JTC Employer Solutions Trustee Ltd 7.30% No change 259,977 $111.9M
Davis Selected Advisers 0.62% Add +0.0% 258,140 $111.1M
Alpha Cubed Investments, LLC 4.94% Add +4.8% 257,996 $111.0M
Integrated Wealth Concepts LLC 1.34% Add +1.1% 256,084 $110.2M
Vestor Capital, LLC 8.66% Add +12.3% 255,890 $110.1M
Maple Capital Management, Inc. 8.36% Add +1.0% 254,719 $109.6M
F/m Investments LLC 3.44% Reduce -2.9% 254,404 $109.4M
Sather Financial Group Inc 7.01% Reduce -1.0% 253,276 $109.0M
Caledonia Investments PLC 11.95% No change 253,317 $109.0M
Martin Currie Ltd. 3.87% Reduce -7.9% 259,852 $108.9M
Triple Frond Partners LLC 14.04% Add +10.3% 252,144 $108.5M
Systematic Alpha Investments, LLC 3.95% No change 251,402 $108.2M
Parthenon LLC 12.90% Reduce -0.1% 250,994 $108.0M
Marathon Asset Management Ltd 2.98% Reduce -24.8% 250,306 $107.7M
Cypress Funds LLC 13.93% No change 249,049 $107.2M
Wesleyan Assurance Society 8.47% Add +2.5% 248,400 $106.8M
Roffman Miller Associates Inc. 6.48% Add +0.6% 246,735 $106.2M
CENTRAL TRUST Co 2.48% Reduce -1.9% 245,968 $105.8M
Klingenstein Fields & Co. LP 4.17% Add +0.2% 243,889 $104.9M
Stack Financial Management, Inc 9.40% Reduce -0.0% 243,436 $104.8M
ANTIPODES PARTNERS Ltd 3.63% Reduce -14.4% 243,075 $104.6M
Alphadyne Asset Management LP 62.56% Add +40.5% 243,000 $104.6M
E Fund Management Co., Ltd. 5.36% Add +13.2% 242,569 $104.4M
Bowen Hanes & Co. Inc. 2.72% Reduce -0.8% 241,041 $103.7M
Jia Investment Alliance Pte. LTD. 10.56% No change 240,900 $103.7M
Laird Norton Wetherby Wealth Management, LLC 4.74% Reduce -2.5% 240,756 $103.6M
Ancora Advisors LLC 2.36% Add +1.3% 240,650 $103.6M
Grandfield & Dodd, LLC 6.13% Reduce -1.6% 240,557 $103.5M
Apollon Wealth Management, LLC 2.91% Add +3.6% 239,184 $102.9M
Westpac Banking Corp. 6.89% Add +32.6% 238,987 $102.8M
Avalon Trust Co 7.60% Reduce -0.9% 238,877 $102.8M
Chesley Taft & Associates LLC 4.90% Reduce -0.9% 238,855 $102.8M
B. Riley Wealth Advisors, Inc. 2.84% Reduce -13.3% 240,100 $102.3M
Cullen Capital Management, LLC 1.11% Reduce -9.4% 237,500 $102.2M
Mar Vista Investment Partners LLC 6.49% Reduce -24.6% 236,645 $101.8M
Ycg, LLC 7.84% Reduce -0.0% 235,918 $101.5M
Northwestern Mutual Investment Management Company, LLC 2.36% Reduce -0.4% 235,581 $101.4M
First National Trust Co 3.92% Reduce -1.4% 235,419 $101.3M
Sienna Gestion 6.74% Add +26.9% 235,785 $101.2M
Gotham Asset Management 1.04% Add +9.9% 234,466 $100.9M
Investment House LLC 5.42% Reduce -3.2% 233,627 $100.5M
Sander Capital Advisors Inc. 46.38% Add +0.1% 232,698 $100.1M
Franklin Street Advisors Inc. 6.75% Add +0.4% 232,665 $100.1M
Tower Research Capital LLC (TRC) 2.65% Reduce -67.1% 232,472 $100.0M
Evergreen Capital Management LLC 3.34% Reduce -5.8% 231,132 $99.5M
Caprock Group, LLC 3.60% Add +2.2% 229,860 $98.9M
Homestead Advisers Corp 2.33% Reduce -0.0% 227,987 $98.1M
Fullerton Fund Management Co Ltd. 4.12% Reduce -67.5% 227,842 $98.0M
Bristol Gate Capital Partners Inc. 4.47% Reduce -0.4% 226,767 $97.6M
Norris Perne & French LLP 6.70% Reduce -1.7% 225,912 $97.2M
Private Wealth Partners, LLC 7.74% Reduce -14.6% 225,740 $97.1M
Motley Fool Asset Management LLC 5.66% Add +22.6% 227,715 $95.8M
Wealthspire Advisors, LLC 0.97% Add +38.3% 222,485 $95.7M
Oriental Harbor Investment Master Fund 9.88% — 225,956 $95.7M
Vestcor Inc 3.01% Add +3.4% 221,830 $95.5M
Rockland Trust Co. 4.69% Reduce -7.5% 221,701 $95.4M
Moors & Cabot, Inc. 4.72% Add +0.3% 220,851 $95.0M
Calamos Wealth Management LLC 4.95% Add +7.5% 220,425 $94.8M
Edgemoor Investment Advisors, Inc. 8.32% Reduce -3.0% 220,253 $94.8M
Kentucky Retirement Systems Insurance Trust Fund 6.57% Reduce -8.2% 220,073 $94.7M
Bleakley Financial Group, LLC 2.87% Reduce -0.8% 218,751 $94.1M
Howard Capital Management, LLC 1.54% Add +1567.4% 218,498 $94.0M
Ariel Investments 0.96% Reduce -17.9% 217,988 $93.8M
Waters Parkerson & Co., LLC 4.75% Reduce -0.7% 217,760 $93.7M
Mill Capital Management, LLC 7.31% Reduce -0.2% 217,229 $93.5M
First Citizens Bank & Trust Co. 2.05% Reduce -2.3% 217,081 $93.4M
OAKMONT Corp 17.96% Add +8.2% 227,607 $93.4M
First Trust Direct Indexing L.P. 5.00% Add +4.2% 216,816 $93.3M
Obermeyer Wealth Partners 4.99% Reduce -2.1% 216,676 $93.2M
Meiji Yasuda Life Insurance Co 1.72% Add +0.4% 216,521 $93.2M
Ameritas Investment Partners, Inc. 3.03% Add +1.0% 216,413 $93.1M
NBT Bank, N.A. 6.27% Reduce -1.9% 216,278 $93.1M
Azimuth Capital Investment Management LLC 3.61% Add +0.7% 216,220 $93.0M
Community Trust & Investment Co. 5.90% Add +5.2% 216,184 $93.0M
Wedbush Securities Inc. 3.45% Reduce -6.3% 215,918 $92.9M
Ingalls & Snyder LLC 3.65% Reduce -1.6% 215,876 $92.9M
WASHINGTON TRUST Co 3.25% Add +0.0% 215,587 $92.8M
Diversified Trust Co. 2.34% Add +16.5% 215,466 $92.7M
Smith Salley Wealth Management 6.05% Add +2.9% 215,116 $92.6M
Dearborn Partners LLC 3.76% Reduce -1.0% 215,073 $92.5M
Davidson Investment Advisors 4.47% Add +3.7% 215,039 $92.5M
Osterweis Capital Management Inc. 5.55% Reduce -14.4% 214,810 $92.4M
Nwi Management LP 10.95% Reduce -41.5% 213,400 $91.8M
Trust Co. of Vermont 4.60% Add +2.2% 213,326 $91.8M
Kanawha Capital Management LLC 6.62% Reduce -2.1% 211,622 $91.1M
Vident Advisory, LLC 2.29% Add +13.7% 211,086 $90.8M
Kingsview Wealth Management, LLC 1.91% Add +0.9% 210,505 $90.6M
Cookson Peirce & Co. Inc. 4.24% Reduce -0.6% 210,275 $90.5M
Snowden Capital Advisors LLC 2.72% Reduce -4.8% 210,122 $90.4M
Sandy Spring Bank 3.72% Add +0.5% 209,856 $90.3M
Ninety One North America, Inc. 6.13% Reduce -43.7% 209,603 $90.2M
Venture Visionary Partners LLC 3.99% Reduce -1.5% 209,388 $90.1M
Berkshire Asset Management LLC 4.58% No change 201,554 $90.1M
Mutual Advisors, LLC 2.63% Add +3.7% 211,914 $90.0M
Prospera Financial Services Inc 2.28% Add +13.1% 206,981 $89.1M
Talbot Financial, LLC 10.82% Add +1.5% 206,640 $88.9M
Delta Global Management LP 5.95% Reduce -16.9% 205,794 $88.6M
Smith Chas P & Associates Pa Cpas 4.97% Reduce -1.5% 204,772 $88.1M
Aureus Asset Management, LLC 5.75% Reduce -0.7% 204,303 $87.9M
Steadfast Capital Management LP 2.03% Reduce -47.6% 203,000 $87.4M
Trajan Wealth LLC 5.15% Add +3.3% 202,902 $87.3M
Campbell Newman Asset Management Inc. 6.56% Reduce -0.5% 202,641 $87.2M
Signaturefd, LLC 1.66% Reduce -0.8% 202,604 $87.2M
Kinetic Partners Management, LP 6.04% Add +10.5% 202,305 $87.1M
ZWJ Investment Counsel Inc. 3.55% Add +0.1% 201,691 $86.8M
Park Avenue Securities LLC 0.97% Reduce -6.7% 201,465 $86.7M
Tandem Investment Advisors, Inc. 3.28% Add +2.6% 201,178 $86.6M
Voloridge Investment Management, LLC 0.31% Reduce -53.4% 201,079 $86.5M
LMCG Investments, LLC 5.20% Reduce -1.8% 200,927 $86.5M
Welch Group, LLC 3.76% Reduce -0.1% 200,855 $86.4M
Ironvine Capital Partners, LLC 9.28% Add +0.6% 200,792 $86.4M
Brookstone Capital Management 1.27% Add +14.8% 200,709 $86.4M
FineMark National Bank & Trust 3.00% Add +1.6% 200,282 $86.2M
General American Investors Co. Inc. 5.98% Reduce -2.4% 200,000 $86.1M
Paralel Advisors LLC 3.76% No change 200,000 $86.1M
Exencial Wealth Advisors, LLC 3.10% Reduce -2.4% 199,959 $86.0M
Dixon Mitchell Investment Counsel Inc. 3.90% Add +1.8% 199,112 $85.7M
First American Bank 6.14% Reduce -0.6% 198,665 $85.5M
Woodley Farra Manion Portfolio Management Inc. 4.26% Reduce -0.9% 196,502 $84.6M
Gradient Investments LLC 1.75% Add +0.3% 195,225 $84.0M
Capital Investment Advisors, LLC 1.73% Add +4.2% 195,009 $83.9M
Valeo Financial Advisors, LLC 2.40% Reduce -0.1% 225,554 $83.9M
SouthState Bank Corp 5.78% Reduce -3.4% 194,846 $83.8M
Logan Capital Management Inc. 3.45% Reduce -2.0% 194,681 $83.8M
Howard Capital Management Group, LLC 5.88% Reduce -0.1% 194,618 $83.7M
Moody LYNN Lieberson & Walker, LLC 5.15% Reduce -0.3% 194,364 $83.6M
Cary Street Partners Investment Advisory LLC 3.07% Add +1.0% 194,218 $83.6M
United American Securities Inc. (d/b/a UAS Asset Management) 20.24% Reduce -0.3% 193,661 $83.3M
Meeder Asset Management Inc. 5.56% Reduce -22.8% 193,527 $83.3M
Equitable Holdings, Inc. 0.81% Add +6.3% 193,294 $83.2M
Axxcess Wealth Management, LLC 2.10% Reduce -3.8% 192,999 $83.0M
Kintegral Advisory, LLC 7.57% Reduce -1.3% 191,829 $82.5M
Cullinan Associates Inc. 4.62% Add +2.7% 196,184 $81.9M
Brevan Howard Capital Management LP 4.07% New 190,070 $81.8M
Unigestion Holding SA 3.94% Add +27.5% 189,607 $81.5M
Fulton Breakefield Broenniman LLC 5.68% Reduce -0.2% 189,142 $81.4M
CWA Asset Management Group, LLC 4.33% — 189,099 $81.4M
Baldwin Wealth Partners LLC 5.55% Add +5.4% 189,087 $81.4M
Meritage Portfolio Management 4.96% Reduce -0.8% 188,272 $81.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.28% Reduce -2.6% 188,263 $81.0M
Violich Capital Management, Inc. 10.51% Add +1.5% 187,988 $80.9M
Reynders McVeigh Capital Management, LLC 4.28% Add +1.2% 187,673 $80.8M
Baader Bank Aktiengesellschaft 6.80% Reduce -14.9% 187,823 $80.7M
LVM Capital Management Ltd. 9.15% No change 180,001 $80.5M
Henshaw Capital LLC 3.36% No change 186,543 $80.3M
Bryn Mawr Trust Advisors, LLC 4.33% Reduce -1.9% 186,452 $80.2M
HighPoint Advisor Group LLC 4.67% Reduce -2.0% 186,364 $80.2M
GFI Investment Counsel Ltd. 9.29% Reduce -1.8% 185,988 $80.0M
Parallel Advisors, LLC 1.88% Add +4.1% 185,341 $79.8M
Nichols & Pratt Advisers LLP 5.15% Reduce -2.3% 185,867 $79.7M
Taurus Asset Management, LLC 7.72% Add +2.1% 184,254 $79.3M
Pacific Sage Partners, LLC 18.85% Add +0.3% 184,081 $79.2M
Asset Advisors Investment Management, LLC 8.23% Reduce -3.3% 183,781 $79.1M
W1M Asset Management Ltd 6.26% Reduce -3.4% 183,564 $79.0M
Ballentine Partners, LLC 1.35% Add +7.6% 183,153 $78.8M
Hardman Johnston Global Advisors LLC 3.09% Reduce -3.8% 183,067 $78.8M
Lombard Odier Asset Management (Switzerland) SA 6.58% Add +8.9% 182,725 $78.6M
Vancity Investment Management Ltd 9.42% Reduce -49.0% 182,630 $78.6M
Select Equity Group, L.P. 0.28% Reduce -7.9% 181,362 $78.0M
Andra AP-fonden 1.14% Reduce -1.9% 180,500 $77.7M
Merit Financial Group, LLC 1.74% Reduce -10.7% 180,464 $77.7M
Dundas Partners LLP 5.58% No change 180,361 $77.6M
Concurrent Investment Advisors, LLC 2.30% Add +3.5% 179,915 $77.4M
Wahed Invest LLC 13.76% Add +9.4% 179,756 $77.3M
Natixis Investment Managers International 5.54% Add +1.7% 179,698 $77.3M
JBF Capital, Inc. 11.50% No change 179,000 $77.0M
Thomasville National Bank 5.69% Add +0.1% 178,538 $76.8M
SCS Capital Management LLC 1.55% Reduce -7.7% 178,537 $76.8M
Cumberland Partners Ltd 5.33% Add +0.3% 178,339 $76.7M
National Mutual Insurance Federation of Agricultural Cooperatives 0.69% No change 177,900 $76.6M
Oribel Capital Management, LP 8.34% Add +257.7% 177,400 $76.3M
Suncoast Equity Management 8.70% Reduce -5.5% 177,350 $76.3M
Sculptor Capital LP 2.35% Reduce -6.0% 176,934 $76.1M
MMBG Investment Advisors Co. 7.93% Reduce -0.1% 176,618 $76.0M
Sabal Trust CO 4.10% Reduce -1.1% 175,202 $75.4M
Spire Wealth Management 2.54% Reduce -6.5% 174,907 $75.3M
Alta Capital Management LLC/ 4.45% Add +3.6% 173,857 $74.8M
First Long Island Investors, LLC 5.89% Add +0.2% 173,741 $74.8M
Corvex Management LP 3.06% No change 173,661 $74.7M
Altshuler Shaham Ltd 4.50% Reduce -85.9% 173,548 $74.7M
Tudor Investment Corporation 0.82% Add +0.7% 173,518 $74.7M
Exchange Traded Concepts, LLC 1.77% Add +41.3% 173,303 $74.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.30% No change 172,527 $74.2M
United Services Automobile Association 1.89% Reduce -18.0% 172,385 $74.2M
Granite Investment Partners, LLC 3.17% Reduce -2.5% 172,318 $74.1M
First National Bank of Omaha 4.73% Reduce -2.0% 171,701 $73.9M
Longbow Finance SA 7.88% Reduce -3.0% 171,661 $73.9M
HS Management Partners, LLC 4.74% Reduce -27.3% 171,328 $73.7M
Meridian Wealth Management, LLC 3.62% New 171,052 $73.6M
Great Valley Advisor Group, Inc. 1.80% Add +4.9% 170,589 $73.4M
Siemens Fonds Invest GmbH 5.83% Reduce -1.0% 200,487 $73.3M
TRB Advisors LP 13.46% No change 170,000 $73.2M
Estabrook Capital Management 10.93% Reduce -5.0% 169,909 $73.1M
Neville Rodie & Shaw Inc. 5.38% Reduce -2.4% 169,874 $73.1M
Heritage Wealth Advisors 3.43% Add +1.2% 169,855 $73.1M
Provident Investment Management, Inc. 6.51% Reduce -2.3% 169,830 $73.1M
Itau Unibanco Holding S.A. 2.40% Add +22.2% 169,436 $72.9M
Aquatic Capital Management LLC 1.91% New 169,240 $72.8M
Perigon Wealth Management, LLC 1.96% Add +3.7% 168,934 $72.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.96% Reduce -1.3% 168,155 $72.4M
Verus Capital Partners, LLC 7.08% Reduce -1.9% 168,045 $72.3M
Dorsey & Whitney Trust CO LLC 3.84% Add +21.2% 168,034 $72.3M
Noked Israel Ltd 15.79% Add +21.7% 168,000 $72.3M
Soma Equity Partners LP 4.20% Reduce -34.9% 167,102 $71.9M
RiverFront Investment Group, LLC 1.69% Add +9.5% 166,499 $71.6M
Generate Investment Management Ltd 4.78% Reduce -9.5% 166,264 $71.5M
Eagle Global Advisors LLC 3.54% Reduce -0.3% 165,857 $71.4M
Beacon Investment Advisory Services, Inc. 2.97% Add +1.0% 165,826 $71.4M
Cornerstone Investment Partners, LLC 3.52% Add +3.3% 165,311 $71.1M
Insight Holdings Group, LLC 3.08% Reduce -1.7% 164,560 $70.8M
Bragg Financial Advisors, Inc 2.91% Add +2.3% 164,518 $70.8M
Empowered Funds, LLC 1.11% Reduce -2.4% 164,417 $70.7M
Tower Bridge Advisors 7.46% Add +0.3% 164,388 $70.7M
Woodstock Corp. 6.77% Reduce -0.8% 163,451 $70.3M
Grassi Investment Management 6.07% Add +0.1% 163,292 $70.3M
Ulysses Management LLC 16.07% No change 163,000 $70.1M
Compass Capital Management, Inc. 4.44% Reduce -0.2% 162,860 $70.1M
Cubist Systematic Strategies, LLC 1.06% Add +1693.5% 162,652 $70.0M
Plato Investment Management Ltd 5.68% Add +2.6% 162,799 $70.0M
Fairview Capital Investment Management, LLC 3.78% Add +0.3% 162,592 $70.0M
GAM Holding AG 5.53% Reduce -13.3% 161,330 $69.4M
Rheos Capital Works Inc. 3.62% Reduce -29.7% 161,300 $69.4M
First Horizon Advisors, Inc. 1.93% Add +0.3% 161,156 $69.3M
Moneta Group Investment Advisors LLC 1.01% Reduce -1.2% 161,121 $69.3M
Himension Capital (singapore) Pte. LTD. 5.41% Add +10.3% 160,958 $69.3M
Dynamic Advisor Solutions LLC 2.07% Reduce -0.8% 160,105 $68.9M
Contour Asset Management LLC 2.27% Reduce -54.9% 160,071 $68.9M
FUKOKU MUTUAL LIFE INSURANCE Co 4.92% Add +0.4% 160,005 $68.9M
Patten & Patten Inc. 4.56% Reduce -0.6% 159,800 $68.8M
Bard Financial Services, Inc. 8.09% Reduce -17.3% 159,258 $68.5M
Sigma Planning Corp 2.10% Reduce -2.7% 159,061 $68.4M
Marble Harbor Investment Counsel, LLC 7.48% Reduce -1.1% 158,827 $68.3M
BLB&B Advisors, LLC 3.49% Add +0.8% 158,724 $68.3M
Narwhal Capital Management 6.14% Add +0.9% 158,612 $68.3M
Nixon Peabody Trust Co. 5.67% Reduce -0.7% 158,345 $68.1M
Cidel Asset Management Inc. 4.81% Reduce -4.8% 158,025 $68.0M
Fort Sheridan Advisors LLC 10.32% Add +1.8% 158,022 $68.0M
Signature Estate & Investment Advisors LLC 1.56% Add +2.5% 157,324 $67.7M
Fishman Jay A Ltd. 6.71% Add +0.4% 156,976 $67.5M
Nicholas Hoffman & Company, LLC. 2.85% Reduce -0.3% 156,947 $67.5M
S&co Inc. 4.41% Add +5.0% 156,711 $67.4M
Waverly Advisors, LLC 1.24% Add +5.7% 155,686 $67.0M
Sumitomo Life Insurance Co. 1.31% Add +4.9% 155,275 $66.8M
North Star Asset Management Inc. 2.99% Reduce -0.5% 154,921 $66.7M
FRG Family Wealth Advisors LLC 11.92% Add +1.1% 154,644 $66.6M
Forbes J M & Co. LLP 6.49% Reduce -0.9% 154,531 $66.5M
World Investment Advisors 2.08% Add +180.1% 153,683 $66.1M
Adell Harriman & Carpenter Inc. 4.78% Add +0.7% 152,836 $65.8M
UNIVEST FINANCIAL Corp 4.33% Add +358.9% 152,749 $65.7M
Wedge Capital Management L L P 1.13% Reduce -8.4% 152,245 $65.5M
D1 Capital Partners 1.26% Reduce -51.2% 152,185 $65.5M
Philadelphia Trust Co. 4.75% Add +1.3% 152,077 $65.4M
Tran Capital Management, L.P. 7.01% Reduce -1.7% 151,364 $65.1M
Lombard Odier Asset Management (Europe) Ltd 4.30% Add +1.0% 151,275 $65.1M
Act Two Investors LLC 12.24% Reduce -0.6% 150,843 $64.9M
Academy Capital Management 11.15% Reduce -0.4% 149,580 $64.4M
Pallas Capital Advisors LLC 2.75% Add +1.8% 151,292 $64.3M
Hoey Investments, Inc. 12.28% No change 143,727 $64.2M
DDD Partners, LLC 6.97% Reduce -12.0% 149,237 $64.2M
Hollencrest Capital Management 2.65% Add +0.1% 149,202 $64.2M
Independent Financial Group, LLC 2.36% Reduce -2.4% 149,158 $64.2M
Colonial Trust Advisors 5.55% Add +2.4% 149,057 $64.1M
YHB Investment Advisors, Inc. 5.30% Reduce -4.4% 148,706 $64.0M
SteelPeak Wealth, LLC 2.83% Reduce -4.1% 148,522 $63.9M
Baskin Financial Services Inc. 5.23% Reduce -1.4% 148,518 $63.9M
Nellore Capital Management LLC 8.69% Reduce -16.8% 148,200 $63.8M
Knights of Columbus Asset Advisors LLC 4.18% Add +7.9% 146,928 $63.2M
Ritholtz Wealth Management 1.90% Reduce -1.1% 146,660 $63.1M
Trust Co. of Toledo NA 8.53% Reduce -0.7% 146,577 $63.1M
Soltis Investment Advisors LLC 6.15% Add +4.1% 146,290 $62.9M
Sawgrass Asset Management LLC 6.54% Reduce -3.0% 146,088 $62.9M
Global Retirement Partners, LLC 1.90% Add +4.9% 145,919 $62.8M
Richard Bernstein Advisors LLC 1.34% Reduce -1.3% 145,789 $62.7M
Walleye Capital LLC 0.73% Reduce -53.6% 145,216 $62.5M
Cyndeo Wealth Partners, LLC 4.36% Reduce -4.0% 145,139 $62.5M
Bedrijfstakpensioenfonds Voor DE Media Pno 8.07% Reduce -3.6% 161,700 $62.3M
NorthRock Partners, LLC 2.05% Add +5.0% 144,761 $62.3M
Montag A & Associates Inc. 2.94% Reduce -4.7% 144,284 $62.1M
Meeder Advisory Services, Inc. 4.01% Add +0.4% 143,970 $62.0M
Aviso Financial Inc. 3.06% Add +108.8% 143,497 $61.7M
Madison Asset Management, LLC 0.69% Reduce -3.3% 143,446 $61.7M
Foundations Investment Advisors, LLC 1.29% Add +34.3% 143,095 $61.6M
Palisade Asset Management, LLC 6.01% Reduce -3.9% 142,646 $61.4M
Roundview Capital LLC 4.43% Add +0.4% 142,022 $61.1M
Bellevue Asset Management, LLC 31.34% Reduce -0.3% 141,806 $61.0M
Northeast Financial Consultants Inc 2.67% Add +1.5% 141,799 $61.0M
Dupont Capital Management Corp. 5.10% Reduce -6.4% 141,720 $61.0M
Destination Wealth Management 1.89% Reduce -0.0% 141,571 $60.9M
Fifth Third Wealth Advisors LLC 3.73% Add +16.4% 141,549 $60.9M
Matrix Asset Advisors Inc. 6.76% Reduce -0.3% 141,215 $60.8M
Sowell Financial Services LLC 2.81% Reduce -8.2% 140,686 $60.5M
Baxter Bros Inc. 7.86% Reduce -3.6% 140,456 $60.4M
Smith Group Asset Management, LLC 5.01% Add +4.3% 140,317 $60.4M
GYL Financial Synergies, LLC 4.54% Add +0.1% 140,283 $60.4M
Osborne Partners Capital Management, LLC 3.42% Reduce -0.9% 140,197 $60.3M
Van Hulzen Asset Management, LLC 4.36% Reduce -17.3% 139,903 $60.2M
Mane Global Capital Management LP 4.20% Add +7.1% 139,826 $60.2M
Albion Financial Group 4.16% Add +1.0% 139,434 $60.0M
Wendell David Associates Inc. 5.74% Add +0.8% 139,357 $60.0M
Lowe Brockenbrough & Co. Inc. 3.82% Reduce -2.9% 139,116 $59.9M
Summitry LLC 2.86% Reduce -1.6% 138,971 $59.8M
Sycomore Asset Management 9.91% Reduce -11.4% 138,417 $59.7M
Levin Capital Strategies, L.P. 5.77% Reduce -1.0% 138,653 $59.7M
Transform Wealth, LLC 3.94% Add +4.2% 138,295 $59.5M
Atlantic Union Bankshares Corp 3.44% Reduce -2.4% 137,771 $59.3M
IHT Wealth Management, LLC 1.68% Add +28.2% 138,242 $59.2M
Amica Mutual Insurance Co. 5.71% Reduce -1.8% 137,054 $59.0M
Praxis Investment Management Inc. 3.72% No change 136,858 $58.9M
Principal Securities, Inc. 1.42% Add +3.8% 136,555 $58.8M
Guardian Capital LP 2.15% Reduce -0.2% 136,506 $58.7M
Blue Whale Capital LLP 4.54% Reduce -37.8% 135,607 $58.4M
Cornerstone Capital, Inc. 5.45% Reduce -4.6% 135,556 $58.3M
Penobscot Investment Management Company, Inc. 5.22% Add +0.1% 134,813 $58.0M
Burns J W & Co. Inc. 7.54% Reduce -4.9% 134,796 $58.0M
Boston Family Office LLC 3.93% Reduce -0.5% 134,782 $58.0M
Trexquant Investment LP 0.73% New 134,701 $58.0M
Gerber Kawasaki Wealth & Investment Management 2.67% Add +0.5% 134,593 $57.9M
Hemenway Trust Co LLC 4.57% Add +0.0% 134,130 $57.7M
Parsons Capital Management Inc. 3.66% Reduce -1.1% 134,117 $57.7M
Farther Finance Advisors, LLC 2.16% Add +34.6% 133,942 $57.6M
Picton Mahoney Asset Management 2.23% Reduce -11.6% 133,869 $57.6M
Frank, Rimerman Advisors LLC 4.08% Reduce -6.0% 133,710 $57.5M
Chescapmanager LLC 9.64% No change 133,392 $57.4M
Jackson Wealth Management, LLC 6.84% Add +68.6% 133,162 $57.3M
Beaumont Financial Advisors, LLC 4.45% Reduce -1.9% 132,406 $57.0M
Bank of Hawaii 2.38% Reduce -0.3% 132,362 $57.0M
Boston Common Asset Management, LLC 1.48% Add +21.6% 132,147 $56.9M
Petrus Trust Company, LTA 5.54% Add +6.0% 132,106 $56.8M
Beese Fulmer Investment Management, Inc. 4.88% Add +0.3% 132,017 $56.8M
China Universal Asset Management Co., Ltd. 6.26% Add +23.8% 131,927 $56.8M
Sonora Investment Management Group, LLC 4.26% Reduce -1.8% 131,911 $56.8M
LGT Fund Management Co Ltd. 5.89% Add +16.5% 135,989 $56.7M
Thoroughbred Financial Services, LLC 3.65% Reduce -1.9% 131,441 $56.6M
Martingale Asset Management L P 1.30% Reduce -12.1% 131,388 $56.5M
Level Four Advisory Services, LLC 2.38% Add +0.8% 139,108 $56.5M
V-Square Quantitative Management LLC 8.28% Add +12.3% 131,031 $56.4M
ClariVest Asset Management LLC 5.74% No change 125,934 $56.3M
Alps Advisors Inc. 0.38% Reduce -6.7% 130,580 $56.2M
GAMCO Investors 0.57% Add +0.8% 129,915 $55.9M
Yarbrough Capital, LLC 2.28% No change 129,794 $55.9M
Grace & Mercy Foundation, Inc. 12.66% No change 129,230 $55.6M
Burney Co./ 1.98% Reduce -7.9% 129,181 $55.6M
Cadence Bank 3.81% Add +0.9% 128,616 $55.3M
Van Cleef Asset Management,Inc 6.11% Reduce -0.1% 128,006 $55.1M
Dnca Finance 4.86% Add +2.6% 127,944 $55.1M
Ledyard National Bank 5.02% Add +0.2% 127,698 $54.9M
Twin Capital Management Inc. 6.19% Reduce -1.6% 127,536 $54.9M
Petredis Investment Advisors LLC 5.82% Add +0.1% 127,170 $54.7M
Stonebridge Capital Advisors LLC 4.45% Add +1.7% 126,803 $54.6M
Pittenger & Anderson Inc. 2.04% Add +0.2% 126,287 $54.3M
Quest Investment Management LLC 6.35% Reduce -19.4% 125,979 $54.2M
Avity Investment Management Inc. 4.21% Reduce -0.8% 125,777 $54.1M
Strategy Capital LLC 5.21% New 125,680 $54.1M
Main Street Research LLC 3.40% Add +2.2% 125,423 $54.0M
Marex Group Ltd 1.23% Reduce -30.1% 125,082 $53.8M
Kimelman & Baird, LLC 4.29% Reduce -0.5% 125,070 $53.8M
Senator Investment Group LP 2.55% No change 125,000 $53.8M
TD Private Client Wealth LLC 1.55% Add +4.3% 124,974 $53.8M
McIlrath & Eck, LLC 6.92% Add +18.3% 124,788 $53.7M
Harvest Portfolios Group Inc. 1.78% Add +34.5% 124,415 $53.5M
Cobblestone Capital Advisors LLC 3.00% Add +0.6% 124,412 $53.5M
Summit Trail Advisors, LLC 1.32% Add +6.5% 124,178 $53.4M
Founders Capital Management, LLC 9.32% Reduce -0.1% 123,612 $53.2M
Night Owl Capital Management, LLC 7.26% Add +2.7% 123,346 $53.1M
Baltimore-Washington Financial Advisors, Inc. 2.89% Add +0.8% 123,329 $53.1M
Constitution Capital LLC 28.24% Reduce -5.0% 122,914 $52.9M
Blue Trust, Inc. 0.69% Add +29.8% 118,233 $52.8M
PFG Investments, LLC 3.41% Add +1.6% 122,748 $52.8M
Eagle Ridge Investment Management 4.63% Reduce -0.2% 122,686 $52.8M
TCV Trust & Wealth Management, Inc. 4.72% Reduce -2.1% 122,457 $52.7M
Synergy Asset Management, LLC 8.01% Add +8.7% 122,435 $52.7M
L. Roy Papp & Associates, LLP 6.36% Reduce -1.6% 122,166 $52.6M
Procyon Advisors, LLC 3.61% Add +3.1% 122,021 $52.5M
Milestones Administradora de Recursos Ltda. 20.77% Add +23.8% 121,097 $52.1M
KMG Fiduciary Partners, LLC 4.50% Add +3.5% 121,096 $52.1M
Equitable Trust Co. 3.34% Reduce -3.3% 120,975 $52.1M
Kingswood Wealth Advisors, LLC 3.71% Add +13.8% 120,980 $52.0M
Ashton Thomas Private Wealth, LLC 2.76% Reduce -0.5% 120,352 $51.8M
Novare Capital Management LLC 4.39% Add +0.7% 120,296 $51.8M
Robertson Stephens Wealth Management, LLC 1.91% Add +1.2% 120,221 $51.7M
Coerente Capital Management 9.65% Reduce -0.2% 120,196 $51.7M
Financial Advocates Investment Management 2.93% Add +0.9% 120,196 $51.7M
Hilltop Holdings Inc. 3.38% Add +204.8% 120,129 $51.7M
Carret Asset Management, LLC 5.59% Reduce -0.1% 119,700 $51.5M
NJ State Employees Deferred Compensation Plan 6.11% No change 119,500 $51.4M
Appleton Partners Inc. 3.78% Reduce -1.0% 119,376 $51.4M
Wolverine Trading, LLC 1.34% Reduce -82.6% 119,957 $51.3M
Summit Financial, LLC 2.01% Add +14.9% 118,902 $51.2M
Rollins Financial Advisors, LLC 8.48% Reduce -2.8% 118,774 $51.1M
Shufro Rose & Co. LLC 4.16% No change 114,190 $51.0M
Matthew Goff Investment Advisor, LLC 9.70% Reduce -0.6% 118,449 $51.0M
Alerus Financial NA 3.73% Reduce -3.1% 118,188 $50.9M
Waycross Partners, LLC 7.00% Add +10.0% 117,744 $50.7M
Greenwoods Asset Management Hong Kong Ltd. 1.60% Reduce -87.0% 117,401 $50.5M
Avala Global LP 3.33% Reduce -13.3% 117,397 $50.5M
Argent Financial Group, Inc. 5.98% — 117,164 $50.4M
Private Advisory Group LLC 6.34% Add +2.7% 116,997 $50.3M
Spinnaker Trust 3.10% Reduce -0.8% 116,960 $50.3M
Oak Associates Ltd. 3.38% Add +8.8% 116,862 $50.3M
Fulton Bank, N.A. 1.92% Reduce -0.7% 116,770 $50.2M
Financiere des Professionnels - Fonds d'investissement inc. 3.43% Add +2.9% 116,630 $50.2M
Greenbrier Partners Capital Management, LLC 3.79% Reduce -0.1% 119,843 $50.1M
Callahan Advisors, LLC 4.87% Reduce -0.3% 116,061 $49.9M
Manitou Investment Management Ltd. 9.49% Add +1.1% 115,944 $49.9M
Alberta Investment Management Corp 0.45% Add +8.9% 115,856 $49.9M
GW Henssler & Associates Ltd. 2.82% Add +6.5% 115,680 $49.8M
Stillwater Capital Advisors, LLC 6.41% Reduce -1.3% 115,359 $49.6M
Garde Capital, Inc. 3.26% Reduce -0.1% 115,348 $49.6M
Clough Capital Partners L P 5.06% Reduce -22.2% 114,948 $49.5M
J.W. Cole Advisors, Inc. 2.07% Add +3.8% 114,938 $49.5M
Kiley Juergens Wealth Management, LLC 12.83% Reduce -1.1% 114,904 $49.4M
Mgo One Seven LLC 2.13% Add +2.0% 114,543 $49.3M
Capital Investment Services of America, Inc. 4.69% Reduce -4.1% 114,134 $49.1M
Anderson Hoagland & Co. 4.95% Reduce -1.5% 116,671 $48.5M
Jag Capital Management, LLC 5.87% Add +9.6% 112,770 $48.5M
Kennedy Capital Management LLC 1.07% Add +31.1% 112,699 $48.5M
Axiom Advisory, LLC 0.45% Add +6.6% 113,167 $48.4M
Ramsay, Stattman, Vela & Price, Inc. 8.98% Reduce -1.4% 112,290 $48.3M
Wellington Shields Capital Management, LLC 8.35% Add +0.2% 111,617 $48.0M
Wilsey Asset Management Inc. 8.79% Reduce -0.0% 111,375 $47.9M
Schnieders Capital Management LLC 9.17% Reduce -0.6% 111,122 $47.8M
Capital Analysts, LLC 1.95% Add +2.5% 110,988 $47.8M
Auxano Advisors, LLC 12.36% Add +7.8% 110,986 $47.8M
Cat Rock Capital Management LP 5.40% Reduce -32.1% 110,725 $47.6M
Mirae Asset Securities (usa) Inc. 2.75% Add +46.5% 110,512 $47.6M
King Wealth Management Group 7.41% Add +36.1% 110,501 $47.5M
W.G. Shaheen & Associates DBA Whitney & Co 5.09% Add +0.6% 110,466 $47.5M
Tompkins Financial Corp. 4.55% Add +0.6% 110,410 $47.5M
Belmont Capital, LLC 7.89% Add +17.4% 110,331 $47.5M
WIM INVESTMENT MANAGEMENT Ltd 19.95% — 110,241 $47.4M
Circle Wealth Management, LLC 1.05% Add +0.9% 109,956 $47.3M
180 Wealth Advisors, LLC 7.45% Reduce -0.6% 109,868 $47.3M
Washington Trust Bank 4.51% Reduce -2.8% 109,418 $47.1M
U.S. Capital Wealth Advisors, LLC 1.67% Reduce -3.9% 109,202 $47.0M
Principle Wealth Partners LLC 3.33% Add +0.2% 109,082 $46.9M
Foster Dykema Cabot & Partners, LLC 3.93% Add +2.6% 108,963 $46.9M
Americana Partners, LLC 3.18% Add +6.5% 108,353 $46.6M
TenCore Partners, LP 21.97% Reduce -17.1% 107,941 $46.4M
Auto-Owners Insurance Co 1.13% No change 107,545 $46.3M
Atika Capital Management LLC 4.95% Add +10.3% 107,500 $46.3M
CHURCHILL MANAGEMENT Corp 0.53% Add +3.0% 107,414 $46.2M
Willis Investment Counsel 3.00% Add +0.5% 107,305 $46.2M
Moran Wealth Management, LLC 1.42% Reduce -2.6% 106,907 $46.0M
Linscomb Wealth, Inc. 2.28% Reduce -2.4% 106,666 $45.9M
ICICI Prudential Asset Management Co Ltd 4.85% Add +8.4% 106,581 $45.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 4.76% Add +10.9% 106,292 $45.7M
Lynch & Associates 9.66% Reduce -0.9% 106,179 $45.7M
Iron Gate Global Advisors LLC 6.38% Add +3.3% 106,100 $45.7M
BTC Capital Management, Inc. 4.05% Reduce -0.9% 105,957 $45.6M
Evoke Wealth, LLC 1.24% New 105,769 $45.5M
Omega Advisors (Leon Cooperman) 1.93% No change 105,705 $45.5M
Orion Investment Co 17.67% Add +0.3% 105,617 $45.4M
Auxier Asset Management LLC 6.71% Reduce -4.9% 105,435 $45.4M
HUB Investment Partners, LLC 1.98% Add +1.3% 105,321 $45.3M
Clarkston Capital Partners, LLC 0.83% Reduce -1.6% 105,242 $45.3M
Lingotto Investment Management LLP 1.30% Add +2.5% 105,090 $45.2M
FourThought Financial Partners, LLC 5.35% Reduce -0.3% 104,893 $45.1M
Means Investment Co., Inc. 5.01% Reduce -0.1% 104,734 $45.1M
Essex Financial Services, Inc. 3.24% Reduce -4.3% 105,404 $45.1M
Capco Asset Management, LLC 10.37% Reduce -0.8% 104,217 $44.8M
German American Bancorp, Inc. 4.73% Add +7.6% 103,842 $44.7M
Transcend Capital Advisors, LLC 2.98% Reduce -1.3% 103,516 $44.5M
Weatherly Asset Management L. P. 3.90% Add +0.6% 103,308 $44.5M
PEAK6 Investments LLC 2.22% New 102,965 $44.3M
Greenwood Gearhart LLC 3.67% Add +8.0% 102,695 $44.2M
Ace Management Global Ltd. 13.16% No change 102,494 $44.1M
GAMMA Investing LLC 4.37% Add +20.8% 102,403 $44.1M
Archon Partners LLC 5.08% No change 102,000 $43.9M
Thompson Siegel & Walmsley LLC 0.66% Add +9.3% 101,990 $43.9M
Pitcairn Co. 2.59% Reduce -10.8% 101,701 $43.8M
Polaris Capital Management, LLC 2.15% Reduce -3.1% 101,626 $43.7M
Lee Danner & Bass Inc. 3.08% Add +0.1% 101,609 $43.7M
Kayne Anderson Rudnick Investment Management LLC 0.10% Add +3.5% 101,382 $43.6M
Anchor Investment Management, LLC 4.11% Add +1.7% 101,089 $43.5M
Fidelis Capital Partners, LLC 5.17% Reduce -0.8% 102,210 $43.4M
Simmons Bank 3.14% Reduce -0.5% 100,830 $43.4M
KADENSA CAPITAL Ltd 11.35% Reduce -7.1% 100,753 $43.4M
RDST Capital LLC 9.78% Add +10.8% 100,725 $43.3M
Lakeside Advisors, INC. 27.19% Reduce -1.3% 100,539 $43.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 4.26% Reduce -3.8% 100,320 $43.2M
Valiant Capital Management, L.P. 5.89% Reduce -25.1% 100,195 $43.1M
WMS Partners, LLC 2.41% Add +30.8% 100,057 $43.1M
Bornite Capital Management LP 7.61% No change 100,000 $43.0M
First Merchants Corp. 1.64% Reduce -1.4% 99,850 $43.0M
Connors Investor Services Inc. 4.15% Reduce -0.5% 99,770 $42.9M
Renaissance Group LLC 1.76% Reduce -2.2% 99,596 $42.9M
Centiva Capital, LP 1.94% Add +81242.6% 99,238 $42.7M
Integrated Advisors Network LLC 2.05% Reduce -0.5% 99,212 $42.7M
United Asset Strategies, Inc. 3.97% Add +6.5% 99,177 $42.7M
American National Bank & Trust 5.02% Reduce -2.2% 98,998 $42.6M
Bensler, LLC 5.36% Add +2.6% 98,849 $42.5M
Simplex Trading, LLC 1.43% New 98,740 $42.5M
CSM Advisors, LLC 2.78% Reduce -6.6% 98,718 $42.5M
Bath Savings Trust Co 4.22% Add +5.7% 98,673 $42.5M
WestEnd Advisors, LLC 1.04% Reduce -0.1% 98,656 $42.5M
North Star Investment Management Corp. 2.93% Reduce -1.0% 98,505 $42.4M
Coastline Trust Co 4.97% Reduce -7.3% 98,313 $42.3M
Denali Advisors LLC 4.54% New 98,165 $42.2M
Canoe Financial LP 1.02% Reduce -84.1% 98,676 $42.2M
Columbia Asset Management 7.34% Reduce -0.3% 97,881 $42.1M
Dock Street Asset Management Inc. 5.68% Reduce -3.4% 97,868 $42.1M
Zweig-DiMenna Associates LLC 4.27% Reduce -1.7% 97,828 $42.1M
AlTi Global, Inc. 1.01% Reduce -6.0% 97,415 $41.9M
Te Ahumairangi Investment Management Ltd 7.42% Add +16.4% 97,894 $41.9M
Wallington Asset Management, LLC 5.82% Add +4.8% 97,023 $41.7M
Blue Chip Partners, LLC 3.62% Reduce -0.5% 96,883 $41.7M
Newbrook Capital Advisors LP 5.61% Add +20.1% 96,765 $41.6M
Hartline Investment Corp./ 5.18% Add +0.4% 96,590 $41.6M
Addenda Capital Inc. 1.48% Add +0.1% 96,558 $41.5M
Montanova Capital, LLC 1.49% Reduce -7.2% 96,526 $41.5M
Jacobs & Co. 4.13% Add +0.9% 96,021 $41.3M
CreativeOne Wealth, LLC 1.40% Add +42.0% 95,565 $41.1M
DE Burlo Group Inc. 5.05% Reduce -0.1% 95,379 $41.0M
Mirabaud & Cie SA 11.91% Add +59.5% 95,269 $41.0M
Joel Isaacson & Co., LLC 1.95% Add +30.2% 95,231 $41.0M
Rwwm, Inc. 3.78% Reduce -1.0% 95,198 $41.0M
Wealthcare Advisory Partners LLC 1.16% Add +0.2% 94,940 $40.9M
Western Wealth Management, LLC 2.33% Add +24.8% 94,913 $40.8M
Rossmore Private Capital 5.03% Reduce -0.5% 94,613 $40.7M
Fiduciary Group, LLC 4.12% Reduce -1.3% 94,602 $40.7M
Pictet North America Advisors SA 4.02% Add +0.6% 94,699 $40.6M
Visionary Wealth Advisors 2.47% Add +0.9% 94,234 $40.5M
Blue Fin Capital, Inc. 7.70% Add +0.7% 94,164 $40.5M
Vest Financial, LLC 0.78% Add +46.1% 93,814 $40.4M
Resources Management Corp. /CT/ 5.45% Reduce -1.1% 93,752 $40.3M
Fagan Associates, Inc. 6.77% Reduce -0.8% 93,584 $40.3M
Clare Market Investments LLC 10.53% Add +3.9% 93,420 $40.2M
First American Trust, FSB 3.98% Reduce -7.3% 93,181 $40.1M
Focus Partners Advisor Solutions, LLC 0.84% Add +5.0% 93,167 $40.1M
Quattro Financial Advisors LLC 11.31% Reduce -43.0% 95,047 $40.0M
CapWealth Advisors, LLC 4.37% Add +0.9% 93,036 $40.0M
Country Club Bank 2.67% Reduce -0.5% 93,470 $40.0M
Managed Asset Portfolios, LLC 5.63% Reduce -12.9% 92,684 $39.9M
Silicon Valley Capital Partners 5.19% Add +3.4% 92,652 $39.9M
Candlestick Capital Management LP 1.63% Reduce -26.4% 92,591 $39.8M
Smithfield Trust Co 1.95% Add +0.6% 92,292 $39.7M
Mather Group, Llc. 0.51% Reduce -15.9% 92,056 $39.6M
Waldron Private Wealth LLC 1.64% Add +4.0% 91,918 $39.6M
Overbrook Management Corp 9.07% Add +15.6% 91,874 $39.5M
Harbor Investment Advisory, LLC 3.88% Reduce -0.1% 145,167 $39.3M
ProVise Management Group, LLC 3.12% Reduce -0.2% 91,401 $39.3M
MainStreet Investment Advisors LLC 5.22% Reduce -15.8% 91,376 $39.3M
Johnson Financial Group, Inc. 1.80% Add +7.5% 91,371 $39.3M
Merriman Wealth Management, LLC 1.59% Add +12.3% 91,249 $39.3M
Leavell Investment Management, Inc. 1.96% Add +4.9% 91,242 $39.3M
SlateStone Wealth, LLC 3.53% Add +26.7% 91,227 $39.3M
Optiver Holding B.V. 1.00% Reduce -35.1% 91,182 $39.2M
Professional Advisory Services Inc. 4.73% Add +11.3% 91,155 $39.2M
Ascent Group, LLC 2.97% Reduce -0.5% 91,152 $39.2M
Diversify Advisory Services, LLC 2.10% Add +1.2% 91,502 $39.1M
Vantage Investment Partners, LLC 3.28% Reduce -13.1% 90,865 $39.1M
Chicago Partners Investment Group LLC 1.39% Add +0.5% 92,018 $39.1M
Hilton Capital Management, LLC 3.03% Reduce -18.8% 90,719 $39.0M
Invictus Private Wealth, LLC 3.08% Add +1.0% 90,577 $39.0M
Ironwood Investment Counsel, LLC 6.49% Reduce -0.3% 90,518 $38.9M
Knollwood Investment Advisory, LLC 4.17% No change 90,415 $38.9M
Bell Asset Management Ltd 7.13% Reduce -11.4% 90,385 $38.9M
Venturi Wealth Management, LLC 2.03% Add +7.8% 90,289 $38.9M
LaFleur & Godfrey LLC 5.34% Reduce -0.4% 90,021 $38.7M
Hunter Associates Investment Management LLC 5.99% Reduce -0.2% 89,937 $38.7M
Ithaka Group LLC 7.32% Reduce -2.4% 89,651 $38.6M
American Assets Investment Management, LLC 3.38% No change 89,650 $38.6M
International Assets Investment Management, LLC 3.13% Add +37.0% 108,437 $38.5M
Twin Tree Management, LP 0.89% Add +90.6% 89,297 $38.4M
Janney Capital Management LLC 2.59% Add +0.3% 89,124 $38.4M
Morningstar Investment Management LLC 3.78% Add +22.3% 91,271 $38.3M
Sky Investment Group LLC 7.05% Reduce -1.4% 88,801 $38.2M
Steigerwald, Gordon & Koch Inc. 4.17% Add +0.4% 88,792 $38.2M
GLOBALT Investments LLC / GA 1.43% Reduce -2.3% 88,737 $38.2M
Covington Investment Advisors Inc. 5.73% Reduce -0.5% 88,528 $38.1M
Pennsylvania Capital Management Inc. 13.72% Add +0.9% 88,418 $38.0M
Allen Operations LLC 6.41% No change 88,383 $38.0M
Goelzer Investment Management, Inc. 2.08% Reduce -2.7% 88,347 $38.0M
Cyrus J. Lawrence, LLC 7.45% Add +0.6% 88,279 $38.0M
Orange Investment Advisors, Inc. 4.20% Reduce -12.9% 88,240 $38.0M
Hound Partners, LLC 9.49% Add +80.8% 88,137 $37.9M
Fiduciary Alliance LLC 5.03% Add +6.5% 87,982 $37.9M
Culbertson A N & Co. Inc. 6.09% Reduce -0.9% 87,868 $37.8M
Fernbridge Capital Management LP 2.32% Reduce -40.7% 87,818 $37.8M
Barlow Wealth Partners, LLC 4.93% Add +1.5% 92,128 $37.7M
Quadrant Capital Group LLC 2.62% Reduce -0.5% 87,640 $37.7M
Absher Wealth Management, LLC 4.86% Add +1.5% 87,538 $37.7M
United Bank 4.38% Reduce -0.6% 87,465 $37.6M
Progressive Investment Management Corp 9.64% Reduce -0.9% 87,360 $37.6M
TruWealth Advisors, LLC 2.30% Add +1.4% 87,206 $37.5M
Bank of Nova Scotia Trust Co. 3.81% Reduce -1.2% 87,172 $37.5M
Sound View Wealth Advisors Group, LLC 3.06% Add +12.6% 86,981 $37.4M
Cullen Investment Group, LTD. 5.58% Reduce -0.9% 86,955 $37.4M
Schonfeld Strategic Advisors LLC 0.30% Add +256.5% 86,902 $37.4M
Wedmont Private Capital 2.13% Add +6.6% 91,202 $37.4M
Qtron Investments LLC 5.10% Add +1.1% 86,746 $37.3M
Schmidt P J Investment Management Inc. 6.43% Reduce -0.3% 86,610 $37.3M
Canandaigua National Bank & Trust Co. 3.55% Reduce -6.4% 86,297 $37.1M
Checchi Capital Advisers, LLC 2.77% Reduce -0.3% 86,294 $37.1M
Peachtree Investment Partners, LLC 13.93% Reduce -1.9% 86,095 $37.0M
Ivy Lane Capital Management, LLC 20.91% No change 86,000 $37.0M
Graypoint LLC 2.37% Add +0.1% 85,965 $37.0M
Trust Asset Management LLC 2.95% No change 85,929 $37.0M
Moody National Bank Trust Division 3.96% Add +4.1% 85,909 $37.0M
Journey Advisory Group, LLC 4.43% Reduce -0.4% 82,657 $36.9M
James Investment Research, Inc. 4.26% Reduce -1.8% 85,820 $36.9M
Nations Financial Group Inc, /Ia/ 2.68% Add +9.0% 85,778 $36.9M
Randolph Co Inc 4.29% Reduce -0.0% 85,708 $36.9M
Mitchell Capital Management Co. 6.44% Reduce -3.1% 85,641 $36.9M
HBK Sorce Advisory LLC 1.12% Reduce -0.3% 85,532 $36.8M
Insigneo Advisory Services, LLC 3.72% Reduce -3.8% 85,508 $36.8M
Arkadios Wealth Advisors 2.08% Add +12.3% 85,175 $36.7M
Sumitomo Mitsui Financial Group, Inc. 0.82% Add +4.4% 84,931 $36.5M
Ninety One SA (Pty) Ltd 7.98% Reduce -41.1% 85,303 $36.5M
Dash Acquisitions Inc. 8.86% Add +6.3% 85,148 $36.5M
Taikang Asset Management (Hong Kong) Co Ltd 3.84% Add +29.4% 84,668 $36.4M
Avitas Wealth Management LLC 5.12% Reduce -2.1% 84,605 $36.4M
1ST Source Bank 2.05% Reduce -0.8% 84,509 $36.4M
Vicus Capital 3.22% Reduce -7.8% 84,501 $36.4M
LS Investment Advisors, LLC 5.37% Add +2.0% 84,428 $36.3M
Gladstone Institutional Advisory LLC 1.77% Add +2.8% 84,200 $36.2M
RAM Investment Partners, LLC 9.42% Add +16.9% 84,052 $36.2M
Cypress Capital Group 4.06% Reduce -0.5% 84,043 $36.2M
Bar Harbor Wealth Management 2.31% Reduce -3.2% 83,848 $36.1M
River Global Investors LLP 7.76% Add +1200.0% 83,822 $36.1M
Edge Wealth Management LLC 7.24% Add +0.3% 83,831 $36.1M
Verdence Capital Advisors LLC 2.87% Add +2.9% 83,721 $36.0M
Tritonpoint Wealth, LLC 3.29% Add +3.7% 84,143 $36.0M
First Fiduciary Investment Counsel, Inc. 7.19% Reduce -1.3% 83,478 $35.9M
CapitalatWork S.A. 1.23% Reduce -11.8% 83,453 $35.9M
Lanark Financial, Inc. 3.01% Reduce -0.1% 83,402 $35.9M
Keystone Investors Pte Ltd. 2.62% Reduce -69.3% 83,294 $35.8M
Griffin Asset Management, Inc. 4.01% Reduce -0.4% 83,259 $35.8M
Mark Asset Management LP 4.42% Reduce -0.2% 83,165 $35.8M
Geneos Wealth Management Inc. 1.36% Add +8.8% 83,056 $35.7M
Tamar Securities, LLC 5.03% Add +24.8% 83,041 $35.7M
Rings Capital Management LLC 18.62% No change 83,000 $35.7M
Pinnacle Wealth Management Advisory Group, LLC 3.41% Reduce -0.3% 82,907 $35.7M
Pine Valley Investments Ltd Liability Co 2.45% Add +3.1% 82,808 $35.6M
SP Asset Management LLC 2.95% Reduce -0.6% 82,632 $35.6M
First National Advisers, LLC 5.66% Add +6.4% 82,547 $35.5M
Horiko Capital Management LLC 10.26% Reduce -5.3% 82,557 $35.5M
Owl Creek Asset Management, L.P. 5.18% New 82,415 $35.5M
Courier Capital LLC 2.43% Reduce -0.2% 82,412 $35.5M
One Capital Management, LLC 1.13% Reduce -0.3% 82,294 $35.4M
Bridgeway Capital Management, LLC 0.76% Reduce -0.8% 82,186 $35.4M
First Hawaiian Bank 1.13% Add +7.1% 81,672 $35.1M
Trybe Capital Management LP 12.19% No change 81,657 $35.1M
Caldwell Trust Co 3.68% Reduce -1.1% 81,481 $35.1M
Northwest Investment Counselors, LLC 7.92% Reduce -0.3% 81,367 $35.0M
Palisade Capital Management, LP 1.05% Add +0.1% 81,076 $34.9M
St Germain D J Co. Inc. 1.60% Reduce -3.1% 80,939 $34.8M
ARS Wealth Advisors Group, LLC 4.27% Reduce -0.9% 80,840 $34.8M
Edge Capital Group, LLC 1.54% Add +0.9% 80,789 $34.8M
First Nebraska Trust Co 3.38% Add +1.2% 80,647 $34.7M
Woodmont Investment Counsel LLC 2.61% Add +0.4% 80,525 $34.7M
Lake Street Advisors Group, LLC 1.60% Reduce -5.7% 80,514 $34.6M
Mengis Capital Management, Inc. 6.85% Reduce -1.1% 80,451 $34.6M
Belpointe Asset Management LLC 2.07% Add +2.5% 80,225 $34.5M
Marco Investment Management LLC 2.98% Add +1.4% 80,195 $34.5M
Cincinnati Casualty Co. 19.40% No change 80,000 $34.4M
Ardmore Road Asset Management LP 4.44% Add +6.0% 80,000 $34.4M
Central Securities Corp 3.34% No change 80,000 $34.4M
Icon Wealth Advisors, LLC 2.87% Reduce -4.0% 79,991 $34.4M
CenterBook Partners LP 2.11% Add +161.7% 79,745 $34.3M
Private Trust Co. NA 3.42% Add +2.8% 78,903 $34.0M
Pacific Global Investment Management Co. 6.12% Reduce -1.4% 78,789 $33.9M
Lyell Wealth Management, LP 3.08% Add +1.3% 78,720 $33.9M
Leonteq Securities AG 3.99% Add +43.9% 78,680 $33.9M
Bourne Lent Asset Management Inc. 12.84% Add +0.1% 78,642 $33.8M
M. Kraus & Co 9.80% Reduce -1.6% 77,698 $33.4M
Nexus Investment Management ULC 3.28% Reduce -9.3% 77,650 $33.4M
Dividend Assets Capital, LLC 6.39% Add +0.9% 77,601 $33.4M
Rice Partnership, LLC 6.71% Reduce -4.4% 77,512 $33.4M
South Street Advisors LLC 5.06% Reduce -4.0% 77,486 $33.3M
Headlands Technologies LLC 3.83% Reduce -25.1% 77,452 $33.3M
Svenska Handelsbanken AB (publ) 16.80% Add +5.8% 77,418 $33.3M
Howe & Rusling Inc. 2.86% Add +5.6% 77,410 $33.3M
Hills Bank & Trust Co 2.52% Reduce -1.7% 77,386 $33.3M
Walter Public Investments Inc. 5.81% Add +7.2% 77,339 $33.3M
IFP Advisors, Inc 1.20% Add +13.4% 77,314 $33.3M
Hoffman, Alan N Investment Management 16.00% Add +0.3% 77,217 $33.2M
Financial Engines Advisors L.L.C. 0.07% Add +2.8% 76,940 $33.1M
First Financial Bank - Trust Division 3.03% Reduce -2.4% 76,911 $33.1M
Oxbow Advisors, LLC 3.37% Reduce -3.8% 76,848 $33.1M
Cooper Creek Partners Management LLC 1.07% Add +42.7% 76,740 $33.0M
Angeles Wealth Management, LLC 2.84% Add +0.9% 76,578 $33.0M
BBR Partners, LLC 2.51% Reduce -0.8% 76,545 $32.9M
Tufton Capital Management 6.17% Reduce -2.1% 76,481 $32.9M
Abner Herrman & Brock LLC 3.97% Reduce -0.4% 76,467 $32.9M
PFG Advisors 2.07% Reduce -2.5% 76,347 $32.9M
Greatmark Investment Partners, Inc. 4.45% Reduce -1.0% 76,322 $32.8M
Focus Financial Network, Inc. 1.34% Add +2.0% 76,296 $32.8M
Untitled Investments LP 7.27% Reduce -3.5% 76,257 $32.8M
Cigna Investments Inc. 5.82% Reduce -1.2% 76,106 $32.7M
MIG Capital, LLC 3.97% No change 76,062 $32.7M
Hamilton Capital Partners Inc. 2.83% Add +19.4% 76,018 $32.7M
Jasper Ridge Partners, L.P. 0.93% No change 75,938 $32.7M
River Wealth Advisors LLC 4.35% Add +2.5% 75,846 $32.6M
Sompo Asset Management Co., Ltd. 5.11% Add +3.2% 75,830 $32.6M
Jump Financial, LLC 0.68% Reduce -70.4% 75,778 $32.6M
SeaCrest Wealth Management, LLC 3.50% Reduce -1.3% 75,465 $32.5M
Valley Wealth Managers, Inc. 2.40% Add +0.6% 75,162 $32.3M
McRae Capital Management Inc. 6.30% Add +10.8% 75,039 $32.3M
Ostrum Asset Management 2.66% Reduce -3.6% 74,838 $32.2M
Nelson Capital Management, LLC 5.42% Add +0.4% 74,712 $32.1M
Buffington Mohr McNeal 5.28% Add +0.9% 74,667 $32.1M
Cutler Investment Counsel LLC 4.05% Reduce -2.8% 74,522 $32.1M
Nemes Rush Group LLC 4.66% Reduce -1.1% 76,219 $32.1M
Teamwork Financial Advisors, LLC 4.44% Add +5.2% 74,451 $32.0M
Strategic Wealth Partners, Ltd. 3.07% Add +3.5% 74,254 $32.0M
Syon Capital LLC 2.82% Reduce -4.3% 73,989 $31.8M
GHP Investment Advisors, Inc. 1.45% Reduce -0.5% 73,731 $31.7M
Mechanics Bank Trust Department 4.22% Reduce -1.5% 73,729 $31.7M
Y-Intercept (Hong Kong) Ltd 1.94% New 73,685 $31.7M
WCG Wealth Advisors LLC 2.14% Add +2.3% 73,571 $31.7M
Intrust Bank NA 3.17% Reduce -0.4% 73,558 $31.7M
Onex Canada Asset Management Inc. 3.70% No change 73,465 $31.6M
Jaffetilchin Investment Partners, LLC 2.40% Add +5.4% 73,413 $31.6M
Pettyjohn, Wood & White, Inc. 5.81% Reduce -0.4% 73,350 $31.6M
Fulcrum Capital LLC 6.87% Reduce -0.6% 73,262 $31.5M
Rempart Asset Management Inc. 5.86% Reduce -6.3% 75,360 $31.5M
Westchester Capital Management, Inc. 7.65% Reduce -6.9% 73,200 $31.5M
Payden & Rygel 2.42% Reduce -4.6% 73,030 $31.4M
Cohen Capital Management, Inc. 5.09% Add +0.8% 72,891 $31.4M
CHICAGO TRUST Co NA 5.64% Add +6.6% 72,705 $31.3M
Stratos Investment Management, LLC 2.18% Reduce -4.3% 72,677 $31.3M
Monetary Management Group Inc. 8.04% Reduce -1.3% 72,668 $31.3M
Anchor Capital Advisors LLC 0.83% Reduce -1.8% 72,544 $31.2M
Covenant Asset Management, LLC 6.92% Reduce -0.4% 72,538 $31.2M
Global X Japan Co., Ltd. 3.99% Add +19.7% 72,527 $31.2M
Galvin, Gaustad & Stein, LLC 2.81% Reduce -5.8% 72,196 $31.1M
RNC Capital Management LLC 1.72% No change 69,494 $31.1M
Blackhill Capital Inc. 1.78% No change 72,050 $31.0M
Holderness Investments Co. 6.76% Add +0.7% 71,926 $30.9M
Godsey & Gibb, Inc. 2.96% Reduce -0.1% 71,865 $30.9M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 11.21% Add +14.3% 71,667 $30.8M
JGP Wealth Management, LLC 3.96% Add +1.5% 71,568 $30.8M
Hutchinson Capital Management 5.82% Reduce -0.7% 71,402 $30.7M
Guardian Capital Advisors LP 3.02% Add +12.1% 72,984 $30.7M
Centaurus Financial, Inc. 1.95% Add +18.2% 71,311 $30.7M
Community Financial Services Group, LLC 6.28% Add +0.4% 71,285 $30.7M
Montag & Caldwell, LLC 6.23% Reduce -9.4% 71,272 $30.7M
Naples Global Advisors, LLC 2.85% Reduce -1.1% 71,261 $30.7M
SignalPoint Asset Management, LLC 7.14% Add +398.0% 71,438 $30.6M
Bright Rock Capital Management, LLC 6.14% Add +7.6% 71,000 $30.6M
EDENTREE ASSET MANAGEMENT Ltd 8.84% Reduce -4.0% 71,014 $30.5M
Parcion Private Wealth LLC 2.54% Add +10.9% 70,938 $30.5M
Buckley Wealth Management, LLC 9.40% Reduce -1.0% 70,931 $30.5M
Exchange Capital Management, Inc. 4.86% Reduce -2.5% 70,880 $30.5M
Vision Capital Management, Inc. 4.30% Add +1.8% 70,863 $30.5M
Brasada Capital Management, LP 5.32% Reduce -1.4% 73,022 $30.5M
Fogel Capital Management, Inc. 15.72% Reduce -3.3% 70,818 $30.5M
Apella Capital, LLC 1.25% Add +3.5% 72,969 $30.4M
Cape Cod Five Cents Savings Bank 2.79% Reduce -1.6% 70,734 $30.4M
AMG National Trust Bank 0.82% Reduce -13.2% 70,729 $30.4M
Arjuna Capital 7.84% Reduce -1.3% 70,387 $30.3M
Titan Global Capital Management USA LLC 4.73% Reduce -2.8% 70,356 $30.3M
Rothschild Investment LLC 1.96% Reduce -2.7% 69,690 $30.0M
JLB & Associates Inc. 3.86% Reduce -0.6% 69,632 $30.0M
Money Concepts Capital Corp. 2.27% Reduce -0.6% 69,463 $29.9M
Hohimer Wealth Management, LLC 6.43% Reduce -3.7% 69,454 $29.9M
Pioneer Trust Bank N A 7.63% Reduce -0.5% 69,352 $29.8M
Deltec Asset Management LLC 5.88% Reduce -1.8% 69,348 $29.8M
Claret Asset Management Corp 4.89% Reduce -0.8% 69,291 $29.8M
Paragon Capital Management Ltd 5.87% Reduce -0.3% 69,195 $29.8M
Nicola Wealth Management LTD. 2.36% Add +18.9% 69,160 $29.8M
Legacy Private Trust Co. 2.00% Add +4.9% 68,981 $29.7M
Segment Wealth Management, LLC 2.04% Add +0.0% 68,887 $29.6M
Core Alternative Capital 5.72% Reduce -1.1% 68,810 $29.6M
Wellington Shields & Co., LLC 8.96% Reduce -0.1% 68,525 $29.5M
Missouri Trust & Investment Co 10.29% Add +17.4% 68,514 $29.5M
Van Strum & Towne Inc. 10.19% Reduce -0.4% 68,390 $29.4M
CCM Investment Advisers LLC 3.28% Add +1.3% 68,349 $29.4M
CMH Wealth Management LLC 6.92% Add +0.9% 68,331 $29.4M
Fragasso Financial Advisors Inc 2.26% Reduce -2.0% 68,273 $29.4M
Azzad Asset Management Inc. 3.29% Reduce -2.0% 68,199 $29.3M
Ratan Capital Management LP 7.90% Add +78.1% 68,155 $29.3M
Forvis Mazars Wealth Advisors, LLC 0.67% Reduce -1.4% 68,060 $29.3M
Thompson Investment Management, Inc. 4.19% Reduce -0.4% 68,006 $29.3M
Rit Capital Partners PLC 6.24% New 68,000 $29.2M
Sfmg, LLC 2.37% Reduce -0.8% 67,962 $29.2M
Avestar Capital, LLC 3.18% Add +4.6% 67,845 $29.2M
Annex Advisory Services, LLC 0.93% Add +3.3% 67,835 $29.2M
K.J. Harrison & Partners Inc 4.40% Add +18.1% 69,641 $29.2M
Webster Bank, N. A. 3.10% Reduce -3.4% 67,610 $29.1M
Bridgewater Advisors Inc. 3.04% Add +0.2% 67,199 $29.0M
Morse Asset Management, Inc 6.32% Add +42.4% 67,404 $29.0M
Zevin Asset Management LLC 4.48% Add +0.1% 67,369 $29.0M
CX Institutional 1.29% Add +4.9% 67,320 $29.0M
Csenge Advisory Group 1.51% Reduce -1.7% 69,504 $28.9M
Verity & Verity, LLC 2.83% Add +1.6% 67,243 $28.9M
L1 Capital International Pty Ltd 9.25% Add +20.1% 68,723 $28.9M
Flagship Harbor Advisors, LLC 1.59% Reduce -0.5% 67,111 $28.9M
Wedgewood Partners Inc. 5.24% Reduce -1.6% 67,884 $28.9M
Royal Fund Management, LLC 2.03% Add +87.1% 66,035 $28.7M
Good Life Advisors, LLC 1.76% Add +6.3% 66,597 $28.7M
Strategic Wealth Investment Group, LLC 3.07% Add +64.5% 68,020 $28.6M
Clear Harbor Asset Management, LLC 2.36% Reduce -0.3% 66,495 $28.6M
Anabranch Capital Management, LP 16.79% Add +20.4% 66,464 $28.6M
Bfsg, LLC 3.32% Reduce -3.6% 66,379 $28.6M
Princeton Global Asset Management LLC 5.55% Add +4.4% 66,296 $28.5M
Brown Shipley& Co Ltd 14.02% Reduce -7.6% 66,241 $28.5M
Borer Denton & Associates, Inc. 9.72% Reduce -0.1% 66,205 $28.5M
Schechter Investment Advisors, LLC 2.10% Reduce -2.1% 66,141 $28.5M
Sand Hill Global Advisors, LLC 1.20% Reduce -0.9% 66,093 $28.4M
Iyo Bank, Ltd. 10.09% No change 66,077 $28.4M
Foyston, Gordon & Payne Inc 7.08% Reduce -7.4% 65,947 $28.4M
Spirepoint Private Client, LLC 3.74% Add +1.0% 65,683 $28.3M
Cornerstone Wealth Group, LLC 2.34% Add +1.2% 65,630 $28.2M
Capital Group Investment Management Pte. LTD. 5.68% Add +0.3% 65,581 $28.2M
AdvisorNet Financial, Inc 2.11% Add +7.1% 65,554 $28.2M
Greenwood Capital Associates LLC 3.67% Reduce -2.5% 65,497 $28.2M
Harbour Investments, Inc. 0.84% Add +3.4% 65,208 $28.1M
Prosperity Consulting Group, LLC 2.19% Add +104.7% 65,140 $28.0M
Copeland Capital Management, LLC 0.49% Reduce -3.8% 65,129 $28.0M
Ipswich Investment Management Co., Inc. 6.48% Reduce -1.2% 65,026 $28.0M
Zuckerman Investment Group, LLC 2.88% Add +0.1% 64,953 $27.9M
Somerville Kurt F 4.49% Reduce -1.7% 64,815 $27.9M
Smithbridge Asset Management Inc. 4.80% Add +21.2% 64,729 $27.9M
Toth Financial Advisory Corp. 3.29% Reduce -2.6% 64,649 $27.8M
Jamison Private Wealth Management, Inc. 4.23% Add +1.3% 64,618 $27.8M
Two Sigma Securities, LLC 2.18% Reduce -22.1% 64,461 $27.7M
Perkins Coie Trust Co 6.15% Reduce -2.0% 64,420 $27.7M
Stratos Wealth Advisors, LLC 1.27% Add +5.0% 64,400 $27.7M
Catalyst Funds Management Pty Ltd 6.09% New 64,400 $27.7M
Cassaday & Co Wealth Management LLC 0.78% Add +4.8% 64,236 $27.6M
Sheaff Brock Investment Advisors, LLC 2.42% Reduce -0.5% 64,088 $27.6M
Norden Group LLC 3.25% Add +40.8% 64,052 $27.6M
Broadleaf Partners, LLC 6.51% Reduce -0.3% 63,969 $27.5M
11 Capital Partners LP 11.45% Reduce -5.3% 63,810 $27.5M
Premier Fund Managers Ltd 0.97% Reduce -2.3% 63,725 $27.3M
Cornerstone Wealth Management, LLC 1.92% Add +4.5% 63,365 $27.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6.69% Reduce -3.0% 63,344 $27.3M
Strategic Advisors LLC 5.08% Reduce -11.6% 63,314 $27.2M
Aragon Global Management, LP 11.40% No change 63,237 $27.2M
Augustine Asset Management Inc. 9.50% Reduce -0.1% 63,190 $27.2M
Turim 21 Investimentos Ltda. 7.48% Reduce -0.5% 63,145 $27.2M
Smartleaf Asset Management LLC 3.28% Add +41.7% 63,184 $27.0M
Zions Bancorporation, N.A. 1.97% Add +2.8% 62,697 $27.0M
First Trust Investment Solutions L.P. 3.04% Add +63.5% 62,670 $27.0M
Buckingham Capital Management, Inc. 3.08% Reduce -1.2% 62,538 $26.9M
Compound Planning, Inc. 1.68% Add +3.8% 62,502 $26.9M
Canal Insurance CO 6.32% No change 62,500 $26.9M
Community Bank, N.A. 3.39% Reduce -1.6% 62,426 $26.9M
Mitchell Sinkler & Starr 6.75% Add +2.9% 65,122 $26.8M
Altrafin AG 9.67% Add +1.7% 62,387 $26.8M
Financial Insights, Inc. 8.74% Reduce -18.9% 62,362 $26.8M
Capital Planning LLC 7.52% Add +8.2% 62,332 $26.8M
DT Investment Partners, LLC 2.17% Add +0.3% 62,299 $26.8M
Hall Laurie J Trustee 8.47% Add +6.3% 62,146 $26.7M
Valmark Advisers, Inc. 0.42% Add +2.7% 62,093 $26.7M
Hodges Capital Management Inc. 1.71% Add +0.0% 62,086 $26.7M
Benin Management CORP 7.50% Add +3.2% 62,032 $26.7M
Stone Summit Wealth LLC 8.60% Reduce -0.2% 61,956 $26.7M
Bogart Wealth, LLC 1.26% Add +1.8% 61,908 $26.6M
Allied Investment Advisors, LLC 5.25% Add +0.1% 61,622 $26.5M
Central Pacific Bank - Trust Division 3.50% Reduce -7.1% 61,613 $26.5M
Hayek Kallen Investment Management 9.39% Reduce -1.9% 61,568 $26.5M
Lindbrook Capital, LLC 2.33% Add +0.5% 61,115 $26.3M
Peak Asset Management, LLC 4.95% Reduce -8.2% 61,075 $26.3M
Lathrop Investment Management Co. 4.88% Reduce -1.7% 60,995 $26.2M
WoodTrust Financial Corp 3.73% Add +1.6% 60,972 $26.2M
RPG Investment Advisory, LLC 3.75% Add +1.6% 60,971 $26.2M
Criteria Caixa, S.A.U. 3.62% No change 60,848 $26.2M
Conning Inc. 0.90% Add +1.9% 60,831 $26.2M
Arthur M. Cohen & Associates, LLC 4.72% Add +0.4% 62,060 $26.1M
Applied Finance Capital Management, LLC 1.11% Add +0.1% 60,629 $26.1M
Parkwood LLC 3.17% Add +177.4% 60,611 $26.1M
Mattern Wealth Management LLC 5.73% Reduce -0.6% 60,590 $26.1M
Knuff & Co LLC 7.95% Add +1.9% 60,573 $26.1M
Field & Main Bank 9.27% Reduce -0.3% 60,479 $26.0M
Alley Investment Management Company, LLC 3.30% Add +0.4% 60,473 $26.0M
Arcadia Investment Management Corp. 4.28% Reduce -1.3% 60,451 $26.0M
Regal Investment Advisors LLC 1.82% Reduce -13.3% 60,407 $26.0M
AMS Capital Ltda 4.53% Add +8.6% 60,357 $26.0M
Ameritas Advisory Services, LLC 1.12% Reduce -28.5% 60,298 $25.9M
Madrona Financial Services, LLC 7.18% Add +0.1% 60,075 $25.9M
Mirova 4.47% Add +10.8% 60,066 $25.8M
Cincinnati Specialty Underwriters Insurance CO 7.59% No change 60,000 $25.8M
Sora Investors LLC 4.51% Add +50.0% 60,000 $25.8M
Motco 2.58% Reduce -2.0% 59,904 $25.8M
Oxford Financial Group, LTD. LLC 1.63% Add +1.2% 59,902 $25.8M
Laurel Wealth Advisors LLC 4.13% Reduce -1.0% 59,745 $25.7M
XML Financial, LLC 2.38% Reduce -4.3% 59,677 $25.7M
University of Texas/Texas Am Investment Management Co. 4.17% Add +57.4% 59,676 $25.7M
EFG Asset Management (Americas) Corp. 5.02% Reduce -4.9% 59,667 $25.7M
Middleton & Co. Inc. 2.83% Reduce -0.8% 59,603 $25.6M
Solidarity Wealth, LLC 6.95% Add +25.6% 59,584 $25.6M
Algert Global LLC 0.69% New 59,462 $25.6M
Aaron Wealth Advisors LLC 3.04% Add +11.0% 59,389 $25.6M
Supplemental Annuity Collective Trust of NJ 7.54% Reduce -2.0% 59,300 $25.5M
Trifecta Capital Advisors, LLC 5.33% Add +1.9% 59,200 $25.5M
Court Place Advisors, LLC 7.42% Reduce -1.4% 59,159 $25.5M
Jackson Square Partners, LLC 2.19% Reduce -27.0% 59,041 $25.4M
Harvey Capital Management Inc. 6.34% Reduce -0.9% 58,925 $25.4M
GPS Wealth Strategies Group, LLC 3.38% Reduce -3.0% 58,949 $25.4M
Hendershot Investments Inc. 3.44% Add +4.4% 58,909 $25.3M
1834 Investment Advisors Co. 2.94% Reduce -5.3% 58,776 $25.3M
Graham Capital Management, L.P. 1.36% Add +157.7% 58,763 $25.3M
Zhang Financial LLC 1.60% Add +1.9% 58,762 $25.3M
Berger Financial Group, Inc 1.82% Add +11.4% 58,711 $25.3M
Bellecapital International Ltd. 5.06% Add +2.0% 58,695 $25.3M
Concentric Capital Strategies, LP 1.59% Add +57.4% 58,600 $25.2M
Kovack Advisors, Inc. 2.67% Reduce -3.1% 58,559 $25.2M
Arrow Financial Corp 2.33% Add +1.6% 58,505 $25.2M
First Western Trust Bank 1.13% Reduce -6.9% 58,489 $25.2M
Clarity Financial LLC 2.96% Add +8.9% 58,464 $25.2M
New Hampshire Trust 5.39% Reduce -0.2% 58,458 $25.2M
Harbour Investment Management LLC 11.14% Reduce -1.1% 58,453 $25.2M
Bordeaux Wealth Advisors LLC 4.55% Add +5.4% 58,428 $25.1M
Columbus Hill Capital Management, L.P. 5.49% No change 58,423 $25.1M
Chemung Canal Trust Co. 5.08% Reduce -6.3% 58,420 $25.1M
Caxton Associates LP 1.15% Reduce -82.9% 58,417 $25.1M
Trinity Street Asset Management LLP 2.50% Add +7.2% 58,331 $25.1M
Foster & Motley Inc. 1.59% Reduce -1.2% 58,250 $25.1M
Ashburton (Jersey) Ltd 9.07% Reduce -1.8% 59,468 $25.0M
Glen Eagle Advisors, LLC 4.21% Reduce -1.6% 58,035 $25.0M
NFJ Investment Group, LLC 0.73% Reduce -2.8% 57,956 $24.9M
TrinityPoint Wealth, LLC 3.58% Reduce -1.3% 57,897 $24.9M
Avior Wealth Management, LLC 0.99% Add +1.6% 57,888 $24.9M
RWQ Financial Management Services, Inc. 8.60% Add +28.1% 57,658 $24.8M
Allen Mooney & Barnes Investment Advisors LLC 4.22% Reduce -1.6% 57,642 $24.8M
RKL Wealth Management LLC 2.24% Add +1.2% 57,624 $24.8M
Claro Advisors Inc. 3.20% Add +8.9% 57,449 $24.7M
Goldstream Capital Management Ltd 11.16% Add +10.3% 57,358 $24.7M
City Holding Co. 3.42% Reduce -1.5% 57,326 $24.7M
Legacy Advisors, LLC 2.67% Add +7.4% 57,266 $24.6M
Claar Advisors LLC 8.28% No change 57,182 $24.6M
Colonial Trust Co / SC 3.79% Add +5.2% 57,161 $24.6M
Lighthouse Investment Partners, LLC 1.33% Add +3.4% 57,129 $24.6M
GeoWealth Management, LLC 0.86% Reduce -5.4% 56,891 $24.5M
Simon Quick Advisors, LLC 1.54% Add +15.3% 56,795 $24.4M
Villere St Denis J & Co. LLC 2.04% Reduce -1.6% 56,784 $24.4M
Westwind Capital 5.93% Add +248.8% 56,743 $24.4M
Princeton Capital Management LLC 7.69% Add +1.0% 56,712 $24.4M
SevenBridge Financial Group, LLC 4.70% Add +0.5% 58,379 $24.4M
St. Clair Advisors, LLC 6.92% Reduce -1.8% 56,653 $24.4M
Farmers Trust Co. 4.54% Add +0.7% 56,607 $24.4M
Leuthold Group, LLC 2.71% Reduce -14.3% 56,589 $24.4M
Analyst IMS Investment Management Services Ltd. 0.93% Add +13.2% 56,554 $24.3M
Strategic Blueprint, LLC 1.51% Reduce -0.3% 56,414 $24.3M
Two Point Capital Management, Inc. 8.86% Add +0.8% 56,404 $24.3M
Pavion Blue Capital, LLC 11.29% Reduce -0.3% 56,297 $24.2M
Hillman Co. 10.56% No change 56,289 $24.2M
Baker Ellis Asset Management LLC 3.42% Add +0.5% 56,214 $24.2M
Salomon & Ludwin, LLC 2.46% Reduce -5.7% 56,190 $24.2M
Jackson Square Capital, LLC 5.97% Add +3.5% 55,948 $24.1M
Balboa Wealth Partners 6.01% Reduce -3.5% 55,921 $24.1M
Yelin Lapidot Holdings Management Ltd. 3.96% Reduce -2.4% 55,910 $24.1M
Concourse Financial Group Securities, Inc. 1.43% Reduce -1.2% 55,858 $24.0M
Family Manage LLC 4.00% Add +6.4% 55,834 $24.0M
Cozad Asset Management Inc. 2.30% Reduce -0.4% 55,831 $24.0M
DRW Securities, LLC 1.32% Reduce -51.4% 55,656 $23.9M
EULAV Asset Management 0.58% Reduce -4.3% 55,530 $23.9M
Confluence Wealth Services, Inc. 1.74% Reduce -6.8% 55,445 $23.9M
Whalerock Point Partners, LLC 5.88% Add +5.6% 55,416 $23.8M
GC Wealth Management RIA, LLC 4.16% Reduce -24.9% 55,402 $23.8M
Red Door Wealth Management, LLC 3.96% Add +8.1% 55,233 $23.8M
Hamilton Point Investment Advisors, LLC 4.27% Reduce -0.5% 54,987 $23.7M
Haverford Financial Services, Inc. 6.77% Reduce -0.0% 54,935 $23.6M
PFC Capital Group, Inc. 11.38% Add +0.1% 54,866 $23.6M
Tenere Capital LLC 6.27% Add +5.5% 54,833 $23.6M
Cypress Asset Management Inc. 5.87% Add +2.4% 54,825 $23.6M
Hamilton Wealth, LLC 5.77% Add +2.8% 54,814 $23.6M
Kozak & Associates, Inc. 5.57% Add +0.2% 56,620 $23.6M
Canvas Wealth Advisors, LLC 6.51% Add +7.2% 54,747 $23.6M
Walleye Trading LLC 0.57% Reduce -66.6% 54,720 $23.5M
Independent Investors Inc. 4.76% No change 54,628 $23.5M
Diligent Investors, LLC 5.46% Reduce -0.1% 54,621 $23.5M
Stokes Family Office, LLC 2.56% Reduce -0.5% 54,472 $23.4M
Campbell Capital Management Inc. 9.28% Add +0.8% 54,407 $23.4M
Sepio Capital, LP 1.82% Add +1.0% 54,362 $23.4M
Marietta Investment Partners LLC 4.96% Reduce -0.3% 54,316 $23.4M
Calydon Capital 3.82% Add +90.0% 52,288 $23.4M
EverSource Wealth Advisors, LLC 1.48% Add +0.0% 54,278 $23.4M
Valicenti Advisory Services Inc. 5.99% Reduce -0.7% 54,200 $23.3M
APG Asset Management US Inc. 0.16% Reduce -89.8% 55,359 $23.3M
Generali Powszechne Towarzystwo Emerytalne 7.82% No change 54,118 $23.3M
Camden National Bank 3.34% Reduce -2.3% 54,102 $23.3M
D L Carlson Investment Group Inc. 4.21% Reduce -4.3% 54,087 $23.3M
Greenwich Wealth Management LLC 1.58% Add +0.4% 54,082 $23.3M
Nicollet Investment Management, Inc. 8.01% Reduce -0.6% 53,879 $23.2M
Executive Wealth Management, LLC 1.82% New 53,855 $23.2M
Miramar Capital, LLC 5.41% Reduce -2.0% 53,837 $23.2M
Evernest Financial Advisors, LLC 6.24% Add +389.2% 53,770 $23.1M
HWG Holdings LP 7.95% Add +0.8% 53,689 $23.1M
Heirloom Wealth Management 7.19% Add +2.4% 53,604 $23.1M
Rockline Wealth Management, LLC 6.51% Add +4.1% 53,596 $23.1M
Sage Mountain Advisors LLC 1.97% Add +6.1% 53,576 $23.1M
NTV Asset Management LLC 3.08% Reduce -0.9% 53,548 $23.0M
Alpha Omega Wealth Management LLC 4.23% Reduce -1.3% 53,513 $23.0M
Grand Jean Capital Management Inc. 5.15% Add +0.2% 53,476 $23.0M
GM Advisory Group, LLC 1.38% Add +3.3% 53,456 $23.0M
Baker Chad R 4.52% No change 53,435 $23.0M
West Branch Capital LLC 7.95% Add +0.4% 53,409 $23.0M
Adalta Capital Management LLC 11.85% Reduce -0.4% 53,398 $23.0M
BSN CAPITAL PARTNERS Ltd 4.47% Reduce -52.4% 50,000 $23.0M
LMR Partners LLP 0.64% Add +8.0% 53,301 $22.9M
Beach Investment Counsel Inc. 2.83% Reduce -2.4% 53,194 $22.9M
Foster Victor Wealth Advisors, LLC 1.83% Add +21.8% 54,793 $22.9M
Cadinha & Co. LLC 3.91% Add +0.5% 53,156 $22.9M
Elk River Wealth Management LLC 4.16% Add +1.4% 53,098 $22.8M
B.O.S.S. Retirement Advisors, LLC 4.59% Add +18.1% 53,016 $22.8M
Decatur Capital Management, Inc. 10.50% Add +15.7% 53,007 $22.8M
Meridian Wealth Advisors, LLC 3.81% Reduce -1.1% 52,896 $22.8M
Broderick Brian C 4.45% Add +0.0% 52,826 $22.7M
Cheviot Value Management, LLC 4.29% Reduce -6.7% 52,810 $22.7M
Bourgeon Capital Management LLC 4.37% Add +0.5% 52,789 $22.7M
Sigma Investment Counselors Inc. 1.33% Reduce -0.0% 52,594 $22.6M
Stonebridge Capital Management Inc. 8.97% Add +8.8% 52,494 $22.6M
Premier Path Wealth Partners, LLC 3.55% Reduce -0.7% 52,381 $22.5M
Cardinal Capital Management 3.50% Add +1.3% 52,338 $22.5M
West Coast Financial LLC 2.47% Add +0.3% 52,268 $22.5M
R.H. Dinel Investment Counsel, Inc. 14.01% No change 52,125 $22.4M
Plimoth Trust Co. LLC 5.63% Add +3.8% 51,975 $22.4M
Rowlandmiller & Partners.adv 4.54% Add +1.4% 51,881 $22.3M
Weik Capital Management 9.01% Reduce -3.4% 51,864 $22.3M
Boyd Watterson Asset Management LLC 6.18% Reduce -0.2% 51,863 $22.3M
Hartford Financial Management Inc. 4.56% Add +4.0% 51,857 $22.3M
Y.D. More Investments Ltd 2.34% Reduce -9.9% 51,824 $22.3M
Value Partners Investments Inc. 1.80% Add +1.9% 51,719 $22.3M
Journey Strategic Wealth LLC 0.81% Add +47.6% 51,710 $22.3M
WESPAC Advisors SoCal, LLC 5.13% Reduce -3.7% 51,564 $22.2M
Condor Capital Management 2.00% Add +2.5% 51,541 $22.2M
SageView Advisory Group, LLC 1.12% Reduce -17.5% 51,434 $22.1M
Consilio Wealth Advisors, LLC 9.12% Add +3.4% 51,388 $22.1M
Headinvest, LLC 4.09% Reduce -2.3% 51,325 $22.1M
Farley Capital L.P. 19.46% Reduce -0.1% 51,312 $22.1M
Moloney Securities Asset Management, LLC 2.98% Reduce -2.7% 51,251 $22.1M
Montecito Bank & Trust 3.76% Add +10.6% 51,237 $22.0M
Strategy Asset Managers LLC 4.22% Reduce -9.9% 51,120 $22.0M
Spectrum Wealth Counsel, LLC 2.60% Reduce -4.0% 51,116 $22.0M
Lincoln Capital Corp. 8.99% Add +0.8% 51,069 $22.0M
Capital Asset Advisory Services LLC 1.10% Add +0.7% 52,934 $22.0M
Pennant Investors, LP 6.53% Reduce -36.3% 51,000 $21.9M
Capital Investment Counsel, Inc 3.15% Reduce -1.6% 50,927 $21.9M
Renaissance Investment Group LLC 4.55% Reduce -2.5% 50,841 $21.9M
L & S Advisors Inc 2.56% Reduce -14.6% 50,731 $21.8M
RFG Advisory, LLC 0.66% Add +1.7% 50,643 $21.8M
Edgestream Partners, L.P. 0.96% Reduce -26.6% 50,630 $21.8M
Institute for Wealth Management, LLC. 2.75% Reduce -0.6% 50,588 $21.8M
Wright Investors Service Inc. 5.70% Reduce -5.9% 50,577 $21.8M
Mark Sheptoff Financial Planning, LLC 11.54% Reduce -1.8% 50,489 $21.7M
Monarch Capital Management Inc. 5.84% Reduce -0.9% 50,438 $21.7M
Traynor Capital Management, Inc. 1.77% Add +4.1% 50,392 $21.7M
Phraction Management LLC 8.25% No change 50,376 $21.7M
Cooper Financial Group 2.81% Add +1.0% 50,367 $21.7M
Trivium Point Advisory, LLC 3.02% Reduce -0.3% 50,938 $21.7M
Weiss Asset Management LP 0.79% New 50,295 $21.6M
Embree Financial Group 3.83% Add +3.0% 50,036 $21.5M
RBF Capital, LLC 1.10% No change 50,000 $21.5M
Davidson Kempner Capital Management LP 0.76% No change 50,000 $21.5M
Stockman Wealth Management, Inc. 3.34% Add +1.8% 49,978 $21.5M
Forum Financial Management, LP 0.36% Add +1.9% 49,945 $21.5M
HTLF Bank 2.33% Reduce -5.0% 49,894 $21.5M
CFM Wealth Partners LLC 3.74% Add +0.1% 49,811 $21.4M
American Money Management, LLC 4.28% Reduce -0.6% 49,807 $21.4M
Vantage Wealth 4.62% Reduce -0.4% 49,602 $21.3M
GFS Advisors, LLC 4.53% Add +35280.7% 49,533 $21.3M
Gladius Capital Management LP 12.79% Add +382.9% 49,512 $21.3M
Liberty One Investment Management, LLC 2.18% Add +2.7% 49,506 $21.3M
Wayfinding Financial, LLC 15.84% Reduce -1.4% 49,485 $21.3M
Rosenblum Silverman Sutton S F Inc. 5.44% Reduce -0.1% 49,415 $21.3M
Asset Planning Services Inc. /La/ 10.49% Reduce -0.4% 49,315 $21.2M
Point72 Asia (Singapore) Pte. Ltd. 3.99% New 49,301 $21.2M
Connecticut Wealth Management, LLC 1.03% Add +1.8% 49,261 $21.2M
NBW Capital LLC 4.00% Add +1.1% 49,260 $21.2M
Hendley & Co. Inc. 7.37% Reduce -9.3% 49,110 $21.1M
Northstar Asset Management Inc. 5.18% Reduce -2.9% 49,028 $21.1M
Certuity, LLC 2.28% Reduce -11.4% 48,973 $21.1M
Motley Fool Wealth Management, LLC 1.06% Reduce -1.6% 48,958 $21.1M
Asset Dedication, LLC 1.42% Reduce -3.6% 48,899 $21.0M
Marcum Wealth, LLC 1.96% Add +1.1% 48,896 $21.0M
Investment Advisory Services Inc. /TX 7.42% Reduce -10.3% 48,838 $21.0M
Spinnaker Investment Group, LLC 5.14% Add +288.2% 48,833 $21.0M
Ransom Advisory, Ltd 9.82% Add +27.1% 48,830 $21.0M
Koshinski Asset Management, Inc. 1.82% Add +0.2% 48,742 $21.0M
Oakworth Capital, Inc. 1.45% Add +1.5% 48,712 $21.0M
Skyline Advisors, Inc. 8.61% Reduce -0.7% 48,615 $20.9M
Proficio Capital Partners LLC 2.07% Reduce -15.7% 48,462 $20.9M
Capital Planning Advisors, LLC 3.15% Add +2.6% 48,461 $20.9M
Scott & Selber, Inc. 6.47% Reduce -0.8% 48,406 $20.8M
R.m.sincerbeaux Capital Management LLC 12.91% Reduce -0.3% 48,316 $20.8M
McGuire Investment Group, LLC 2.92% Reduce -2.4% 48,231 $20.8M
Duncker Streett & Co. Inc. 3.78% Add +0.3% 48,189 $20.7M
Parkside Financial Bank & Trust 2.90% Add +0.7% 48,176 $20.7M
Rench Wealth Management, Inc. 7.11% Reduce -1.8% 48,147 $20.7M
Vise Technologies, Inc. 2.63% Add +76.3% 48,065 $20.7M
Soros Capital Management LLC 4.98% New 48,050 $20.7M
Sargent Investment Group, LLC 3.71% Add +2.4% 48,009 $20.7M
Armistice Capital, LLC 0.54% Reduce -0.6% 47,965 $20.6M
RMR Wealth Builders 2.19% Add +0.7% 47,919 $20.6M
Heron Bay Capital Management 4.34% Add +4.7% 47,901 $20.6M
Clearstead Trust, LLC 4.93% Add +0.4% 47,844 $20.6M
Capital City Trust Co. 5.11% Add +0.4% 47,824 $20.6M
Pure Financial Advisors, LLC 0.49% Reduce -0.8% 47,713 $20.5M
Wells Trecaso Financial Group, LLC 6.73% Reduce -0.0% 47,544 $20.5M
New Millennium Group LLC 13.21% Add +16.9% 47,526 $20.5M
Keel Point, LLC 1.70% Add +3.0% 47,518 $20.4M
Formidable Asset Management, LLC 3.25% Reduce -2.3% 47,318 $20.4M
Little House Capital LLC 5.84% Reduce -0.1% 47,298 $20.4M
Keystone Financial Group 2.61% Reduce -0.0% 47,210 $20.3M
Biondo Investment Advisors, LLC 2.78% Reduce -0.5% 47,210 $20.3M
McDonald Partners LLC 5.08% Add +0.0% 47,185 $20.3M
Scholtz & Company, LLC 9.60% Reduce -14.0% 47,179 $20.3M
HCR Wealth Advisors 2.65% Add +0.1% 47,024 $20.2M
Rothschild Capital Partners, LLC 5.64% Add +0.5% 47,014 $20.2M
Hotchkis & Wiley Capital Management LLC 0.07% Add +11.2% 46,921 $20.2M
Interval Partners, LP 0.58% Add +438.4% 46,848 $20.2M
Texas Yale Capital Corp. 0.87% Add +0.5% 46,777 $20.1M
Hedeker Wealth, LLC 5.33% Add +1.7% 46,738 $20.1M
Gryphon Financial Partners LLC 2.77% Add +4.2% 46,659 $20.1M
First Interstate Bank 1.22% Reduce -2.4% 46,569 $20.0M
Silverlake Wealth Management LLC 7.69% Reduce -0.2% 46,485 $20.0M
Burke & Herbert Bank & Trust Co. 4.65% Reduce -3.0% 46,481 $20.0M
Geller Advisors LLC 1.38% Add +3.3% 46,455 $20.0M
Community Bank & Trust, Waco, Texas 4.50% Add +0.8% 46,377 $20.0M
Inscription Capital, LLC 2.97% Reduce -1.5% 46,353 $19.9M
Boyar Asset Management Inc. 12.83% Reduce -3.6% 46,294 $19.9M
Krilogy Financial LLC 1.37% Add +5.2% 46,266 $19.9M
Westbourne Investment Advisors, Inc. 6.96% Add +0.5% 46,259 $19.9M
Jacobi Capital Management LLC 1.50% Add +0.9% 46,185 $19.9M
Canal Capital Management, LLC 3.17% Add +2.9% 46,082 $19.8M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 7.46% Reduce -7.7% 46,081 $19.8M
Hilltop National Bank 6.00% Reduce -0.6% 45,890 $19.7M
GPM Growth Investors, Inc. 8.21% Reduce -2.0% 45,885 $19.7M
Allred Capital Management, LLC 7.76% Reduce -1.1% 45,863 $19.7M
Rehmann Capital Advisory Group 1.29% Reduce -2.5% 45,803 $19.7M
Archford Capital Strategies, LLC 2.97% Add +1.1% 47,045 $19.7M
Deroy & Devereaux Private Investment Counsel Inc. 1.13% Add +1.0% 45,796 $19.7M
Aspiriant, LLC 0.75% Reduce -0.0% 45,728 $19.7M
Brady Family Wealth, LLC 5.91% Reduce -0.6% 45,728 $19.7M
Stansberry Asset Management, LLC 2.62% Add +0.9% 45,695 $19.7M
9258 Wealth Management, LLC 2.90% Add +1.4% 45,630 $19.6M
Aspire Capital Advisors LLC 5.86% Add +1.6% 45,629 $19.6M
Black Point Wealth Management 22.70% Reduce -41.6% 45,544 $19.6M
Paragon Capital Management LLC 10.12% Reduce -1.1% 45,448 $19.6M
Naviter Wealth, LLC 2.72% Add +1.7% 45,336 $19.5M
Valley National Advisers Inc. 3.52% Reduce -22.8% 45,325 $19.5M
Miller Wealth Advisors, LLC 10.63% Reduce -1.4% 46,791 $19.5M
Bison Wealth, LLC 3.11% Reduce -4.9% 45,312 $19.5M
Symphony Financial, Ltd. Co. 3.22% Add +7.1% 45,697 $19.5M
Beverly Hills Private Wealth, LLC 3.97% Reduce -0.4% 45,262 $19.5M
Centre Asset Management, LLC 4.19% Reduce -33.9% 45,231 $19.5M
Banco BTG Pactual S.A. 5.05% Add +75.0% 45,147 $19.4M
Engineers Gate Manager LP 0.38% Add +19.3% 45,104 $19.4M
Point72 Europe (London) LLP 1.63% Reduce -55.4% 45,024 $19.4M
Napean Trading & Investment Co (Singapore) PTE Ltd 4.73% Reduce -4.1% 45,006 $19.4M
Saraza Management, LP 5.61% New 45,000 $19.4M
PKO Investment Management Joint-Stock Co 2.39% Add +32.4% 45,000 $19.4M
Lawson Kroeker Investment Management Inc. 3.53% Add +0.2% 44,975 $19.4M
J. W. Coons Advisors, LLC 3.60% Reduce -0.1% 44,970 $19.4M
Trust Point Inc. 1.45% Add +0.0% 44,954 $19.3M
Legacy Wealth Management, LLC / MS 7.10% Add +4.5% 44,895 $19.3M
Cooper Investors PTY Ltd. 2.87% Add +8.4% 44,890 $19.3M
McCollum Christoferson Group LLC 5.60% Reduce -0.5% 44,884 $19.3M
Brooklyn Investment Group 6.35% Reduce -0.0% 44,878 $19.3M
Nkcfo LLC 9.21% Add +2.6% 44,825 $19.3M
Ascent Wealth Partners, LLC 2.69% Reduce -0.5% 44,793 $19.3M
Summit Global Investments 1.23% Reduce -16.4% 44,787 $19.3M
Hoertkorn Richard Charles 8.31% Reduce -2.9% 44,767 $19.3M
Independence Bank of Kentucky 4.14% Add +34.4% 44,752 $19.3M
Strategic Global Advisors, LLC 3.79% Reduce -0.9% 44,696 $19.2M
SS&H Financial Advisors, Inc. 7.00% Add +8.9% 44,685 $19.2M
Nicolet Advisory Services, LLC 1.81% Add +3.3% 45,962 $19.1M
Quantum Private Wealth, LLC 6.48% Add +1.0% 44,482 $19.1M
Elevatus Welath Management 6.26% Reduce -7.6% 44,475 $19.1M
Cordatus Wealth Management LLC 6.87% Add +0.3% 44,441 $19.1M
Lattice Capital Management, LLC 17.39% No change 44,408 $19.1M
Live Oak Private Wealth LLC 3.10% Reduce -2.1% 44,351 $19.1M
Wills Financial Group, Inc. 8.00% Add +0.3% 44,322 $19.1M
Patten Group, Inc. 4.23% Add +0.7% 44,217 $19.0M
J.P. Marvel Investment Advisors, LLC 3.10% Reduce -0.5% 44,198 $19.0M
McKinley Carter Wealth Services, Inc. 1.15% Reduce -0.5% 44,154 $19.0M
Avantax Planning Partners, Inc. 0.68% Reduce -15.8% 44,088 $19.0M
Security National Bank 2.58% Reduce -0.1% 44,072 $19.0M
Marietta Wealth Management, LLC 2.75% Add +2.7% 44,043 $19.0M
Schaper Benz & Wise Investment Counsel Inc. 1.51% Add +0.2% 43,936 $18.9M
GDS Wealth Management 1.83% Add +5.2% 43,681 $18.8M
Pinnacle Wealth Planning Services, Inc. 2.55% Add +1.5% 43,615 $18.8M
Coalescence Partners Investment Management, LP 8.50% Add +11.9% 43,584 $18.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 5.19% Add +5.6% 43,393 $18.7M
M. Kulyk & Associates, LLC 3.76% Add +1.8% 43,396 $18.7M
Continuum Advisory, LLC 2.38% Add +8.7% 43,621 $18.6M
Duquesne Family Office 0.65% Reduce -89.2% 43,095 $18.5M
Mayflower Financial Advisors, LLC 2.79% Reduce -0.5% 43,050 $18.5M
Baugh & Associates, LLC 9.52% Add +0.1% 43,977 $18.5M
Litman Gregory Wealth Management LLC 1.54% Add +8.7% 42,888 $18.5M
Physicians Financial Services, Inc. 5.74% Reduce -1.2% 42,876 $18.4M
Leo Wealth, LLC 1.69% Add +20.6% 42,867 $18.4M
Keebeck Wealth Management 2.67% Add +3.6% 42,847 $18.4M
JCIC Asset Management Inc. 7.56% Add +0.5% 42,838 $18.4M
Everhart Financial Group, Inc. 4.08% Add +11.7% 42,827 $18.4M
Alta Park Capital, LP 2.58% Reduce -31.9% 42,797 $18.4M
Fox Hill Wealth Management 10.10% Add +2.3% 42,589 $18.3M
Isthmus Partners, LLC 2.18% Reduce -1.7% 42,572 $18.3M
Eagle Rock Investment Company, LLC 3.07% Add +13.0% 42,556 $18.3M
Winch Advisory Services, LLC 5.06% Reduce -1.0% 42,543 $18.3M
Coronation Fund Managers Ltd. 1.01% Add +8.5% 42,503 $18.3M
First National Bank & Trust Co. of Newtown 3.50% Add +0.4% 42,489 $18.3M
Beacon Bank & Trust 4.28% Reduce -3.1% 42,421 $18.3M
Accent Capital Management, LLC 10.48% Add +5.4% 42,406 $18.2M
Financial Partners Group, Inc 2.70% Add +4.2% 42,387 $18.2M
Whitener Capital Management, Inc. 5.17% Reduce -0.7% 42,369 $18.2M
Portside Wealth Group, LLC 3.11% Reduce -4.2% 42,362 $18.2M
Beck Bode, LLC 3.43% Add +6.0% 42,351 $18.2M
Boston Research & Management Inc. 4.26% Reduce -0.7% 42,351 $18.2M
Watts Gwilliam & Co., LLC 3.97% — 43,875 $18.2M
Harbor Capital Advisors, Inc. 0.79% Reduce -1.0% 42,256 $18.2M
Makena Capital Management LLC 4.36% Reduce -12.8% 42,239 $18.2M
Stoneridge Investment Partners LLC 6.75% Add +4.5% 42,195 $18.2M
Romano Brothers and Company 2.26% Add +2.3% 42,176 $18.1M
Harbor Island Capital LLC 8.57% No change 42,086 $18.1M
Sage Capital Advisors,llc 4.72% Add +0.2% 42,041 $18.1M
Rodgers Brothers Inc. 2.29% Reduce -5.6% 41,955 $18.1M
Soditic Asset Management LLP 18.35% No change 41,936 $18.0M
StoneX Group Inc. 1.31% Reduce -3.3% 41,905 $18.0M
SOA Wealth Advisors, LLC. 3.44% Add +0.1% 41,902 $18.0M
Roberts Glore & Co. Inc. 5.21% Reduce -0.5% 41,868 $18.0M
STF Management LP 8.19% Reduce -8.6% 41,830 $18.0M
Morton Capital Management LLC 3.54% Add +2.1% 41,791 $18.0M
Wealth Alliance, LLC 2.15% Add +1.3% 41,787 $18.0M
Concord Wealth Partners 3.00% Add +7.3% 41,742 $18.0M
Manhattan West Asset Management, LLC 4.64% Add +1.1% 41,712 $17.9M
Manchester Capital Management LLC 2.10% Add +1.9% 41,658 $17.9M
Sendero Wealth Management, LLC 2.83% Add +1.3% 41,657 $17.9M
Kestra Investment Management, LLC 0.77% Add +2.7% 41,624 $17.9M
American Trust 1.48% Add +12.5% 41,620 $17.9M
Moss Adams Wealth Advisors LLC 1.96% Add +6.9% 41,552 $17.9M
Lake Street Private Wealth, LLC 2.88% Reduce -29.6% 41,539 $17.9M
First Personal Financial Services 3.77% Add +6.5% 41,442 $17.8M
Bellwether Advisors, LLC 3.42% Add +27.1% 41,373 $17.8M
AlphaStar Capital Management, LLC 1.41% Add +12.1% 41,313 $17.8M
FFG Partners, LLC 6.75% Add +1.6% 41,266 $17.8M
Great Lakes Retirement, Inc. 2.27% Add +3.8% 41,184 $17.7M
Eubel Brady & Suttman Asset Management Inc. 2.52% Reduce -2.5% 41,141 $17.7M
Twinbeech Capital LP 0.34% Add +220.6% 41,117 $17.7M
Enclave Advisors LLC 3.00% — 41,116 $17.7M
Southeast Asset Advisors, LLC 1.96% Add +0.5% 41,089 $17.7M
Chapin Davis, Inc. 5.73% Add +0.4% 41,086 $17.7M
CRA Financial Services, LLC 3.24% Add +1.5% 41,073 $17.7M
FAS Wealth Partners, Inc. 1.41% Add +4.0% 41,071 $17.7M
Birinyi Associates Inc. 5.06% Add +4.2% 41,001 $17.6M
Portfolio Design Labs, LLC 4.92% Reduce -1.8% 40,972 $17.6M
Weitz Investment Management, Inc. 0.87% No change 40,950 $17.6M
Thames Capital Management LLC 5.48% Reduce -8.4% 40,843 $17.6M
Baldwin Investment Management, LLC 2.20% Add +2.5% 40,829 $17.6M
Bonness Enterprises Inc. 5.84% No change 40,800 $17.6M
Kavar Capital Partners Group, LLC 2.77% Reduce -0.5% 40,745 $17.5M
Sandbox Financial Partners, LLC 6.20% Reduce -1.1% 40,715 $17.5M
Union Heritage Capital, LLC 6.46% No change 40,696 $17.5M
Vestmark Advisory Solutions, Inc. 0.65% Reduce -5.0% 40,598 $17.5M
Apriem Advisors 2.04% Add +120.5% 40,596 $17.5M
Sunbelt Securities, Inc. 1.71% Add +4.4% 40,586 $17.5M
Iowa State Bank 3.59% Reduce -4.6% 40,540 $17.4M
Westover Capital Advisors, LLC 3.35% Add +9.2% 40,532 $17.4M
Bill Few Associates, Inc. 6.18% Reduce -0.3% 40,455 $17.4M
Moser Wealth Advisors, LLC 9.03% Add +0.4% 40,448 $17.4M
MSA Advisors, LLC 4.49% Reduce -12.8% 40,440 $17.4M
SeaBridge Investment Advisors LLC 4.25% Reduce -7.6% 40,413 $17.4M
Leeward Financial Partners, LLC 6.56% Add +11.6% 40,404 $17.4M
Lincoln Capital LLC 3.67% Reduce -2.2% 40,357 $17.4M
CFO4Life Group, LLC 3.07% Add +0.2% 40,309 $17.3M
Laffer Tengler Investments, Inc. 4.23% Add +0.2% 40,257 $17.3M
Legacy Trust 3.98% Reduce -2.5% 40,250 $17.3M
Kelleher Financial Advisors 6.60% Reduce -1.3% 40,229 $17.3M
Brave Asset Management Inc. 4.29% Reduce -0.5% 40,123 $17.3M
Trustmark Bank Trust Department 1.30% Reduce -2.9% 40,097 $17.3M
Allegiance Financial Group Advisory Services LLC 6.00% Reduce -0.2% 40,084 $17.2M
Hanson & Doremus Investment Management 2.74% Reduce -2.6% 40,028 $17.2M
PDS Planning, Inc 1.54% Add +0.9% 40,010 $17.2M
CoreCap Advisors, LLC 0.81% New 40,006 $17.2M
Alight Capital Management LP 6.21% Reduce -31.8% 40,000 $17.2M
Moore Capital Management, LP 0.55% Reduce -70.1% 40,000 $17.2M
L2 Asset Management, LLC 4.67% Reduce -0.9% 39,966 $17.2M
Occidental Asset Management, LLC 2.77% Add +7.2% 39,910 $17.2M
Inlet Private Wealth, LLC 4.36% Reduce -0.5% 39,906 $17.2M
Next Century Growth Investors LLC 1.39% Reduce -7.5% 39,844 $17.1M
Ascentis Independent Advisors 2.67% Add +4.6% 39,783 $17.1M
Stonebrook Private Inc. 4.53% Reduce -0.1% 39,758 $17.1M
Benedict Financial Advisors Inc. 4.04% Reduce -4.5% 39,756 $17.1M
Moneco Advisors, LLC 2.13% Reduce -0.3% 39,694 $17.1M
FACT Capital, LP 6.62% Reduce -8.6% 39,682 $17.1M
Jackson Hole Capital Partners, LLC 3.55% Add +3.8% 39,587 $17.0M
Retirement Solution LLC 4.14% Add +33.1% 39,510 $17.0M
Puzo Michael J 4.44% Add +0.1% 39,485 $17.0M
Tradewinds, LLC. 5.23% Add +1.7% 39,447 $17.0M
Greenlea Lane Capital Management, LLC 5.14% Reduce -55.9% 39,350 $16.9M
Catalyst Financial Partners LLC 3.31% Add +2.1% 39,348 $16.9M
NatWest Group plc 5.00% Reduce -12.9% 39,335 $16.9M
Heritage Wealth Management, Inc. 5.54% Reduce -2.7% 39,283 $16.9M
Savoie Capital LLC 2.06% No change 39,253 $16.9M
Timber Creek Capital Management LLC 4.71% Add +0.9% 39,121 $16.8M
Orbis Allan Gray Ltd 0.09% Reduce -35.3% 39,079 $16.8M
CIC Wealth, LLC 4.34% Reduce -2.0% 39,053 $16.8M
Arete Wealth Advisors, LLC 1.44% New 39,170 $16.8M
Codex Capital Asset Management L.L.C. 7.44% No change 39,000 $16.8M
Old Second National Bank of Aurora 4.04% Reduce -0.9% 38,927 $16.8M
Bank Hapoalim BM 2.66% Reduce -2.1% 38,890 $16.7M
Avidian Wealth Enterprises, LLC 0.76% Add +2.0% 38,872 $16.7M
Shikiar Asset Management Inc. 4.83% Reduce -2.5% 38,869 $16.7M
Advisor OS, LLC 1.66% Add +2.6% 38,782 $16.7M
Quent Capital, LLC 1.69% Add +6.3% 38,804 $16.7M
Brown Miller Wealth Management, LLC 6.48% Add +1.7% 38,770 $16.7M
Potrero Capital Research LLC 5.59% No change 38,694 $16.7M
Northwest Bancshares, Inc. 2.83% Reduce -8.1% 38,669 $16.6M
Aljian Capital Management, LLC 3.89% Add +166.7% 38,647 $16.6M
Larson Financial Group LLC 0.94% Add +22.3% 38,621 $16.6M
Mattern Capital Management, LLC 2.09% Add +0.1% 38,595 $16.6M
Searle & Co. 4.14% Reduce -0.8% 38,565 $16.6M
Torray Investment Partners LLC 2.32% Add +1.1% 38,516 $16.6M
Argonautica Private Wealth Management, Inc. 5.49% Add +0.2% 38,497 $16.6M
Towne Trust Company, N.A 5.95% Reduce -2.5% 38,467 $16.6M
Mirabaud Asset Management Ltd 6.82% Reduce -18.0% 38,600 $16.5M
My Personal CFO, LLC 9.05% Reduce -3.6% 38,365 $16.5M
Davidson Trust Co. 8.48% Add +34.1% 38,342 $16.5M
Capital Investment Counsel, LLC 2.86% Add +0.6% 38,334 $16.5M
Simplicity Wealth,LLC 1.52% Reduce -85.1% 38,230 $16.5M
Tranquility Partners, LLC 5.94% Reduce -0.9% 38,095 $16.4M
Sirios Capital Management L P 2.90% Reduce -10.4% 38,094 $16.4M
Herold Advisors, Inc. 3.56% Reduce -0.3% 38,058 $16.4M
Naman Capital Ltda 6.26% No change 36,600 $16.4M
Boothbay Fund Management, LLC 0.54% Add +135.9% 37,978 $16.3M
Aviance Capital Partners, LLC 2.16% Add +0.8% 37,964 $16.3M
Mitchell McLeod Pugh & Williams Inc. 3.41% Add +0.6% 37,967 $16.3M
Providence Capital Advisors, LLC 3.24% Add +1.0% 37,966 $16.3M
Central Bank & Trust Co. 2.25% Reduce -6.3% 37,948 $16.3M
Strategic Planning Group, LLC 3.21% Reduce -8.0% 37,849 $16.3M
Nvwm, LLC 4.14% Add +1.3% 37,786 $16.3M
Aster Capital Management (DIFC) Ltd 3.52% — 37,776 $16.3M
Stokes Capital Advisors, LLC 4.16% Add +2.2% 37,723 $16.2M
Verde Servicos Internacionais S.A. 7.52% Reduce -22.4% 37,669 $16.2M
Heathbridge Capital Management Ltd. 6.15% Reduce -1.0% 37,645 $16.2M
Richard C. Young & CO., LTD. 1.77% Add +0.9% 37,624 $16.2M
Harbour Trust & Investment Management Co 1.84% Add +9.4% 37,451 $16.1M
Avalon Capital Management 4.88% Reduce -1.6% 37,415 $16.1M
Hollow Brook Wealth Management LLC 4.76% Add +3.1% 37,283 $16.0M
Resonant Capital Advisors, LLC 1.18% Add +4.4% 37,180 $16.0M
Horan Capital Advisors, LLC. 5.30% Reduce -0.9% 37,108 $16.0M
WBH Advisory Inc. 1.51% Reduce -1.1% 37,039 $15.9M
Roberts Wealth Advisors, LLC 5.15% Add +1.4% 38,395 $15.9M
Ally Financial Inc. 1.92% Add +640.0% 37,000 $15.9M
TLW Wealth Management, LLC 9.45% Reduce -0.6% 36,965 $15.9M
Enterprise Bank & Trust Co 5.12% Add +1.4% 36,946 $15.9M
Walter & Keenan Wealth Management LLC /in/ 4.83% Add +0.3% 36,945 $15.9M
Pursue Wealth Partners LLC 8.69% Add +19.4% 36,943 $15.9M
Harrell Investment Partners, LLC 4.48% Reduce -2.1% 36,778 $15.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.36% Add +11.0% 36,763 $15.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.40% Add +2.0% 36,739 $15.8M
Udine Wealth Management, Inc. 11.13% Add +1.9% 36,661 $15.8M
Ervin Investment Management, LLC 10.12% Reduce -1.4% 36,648 $15.8M
Selway Asset Management 6.16% Reduce -0.1% 36,644 $15.8M
Nicholas Investment Partners, LP 1.61% Reduce -7.9% 36,595 $15.7M
Marshall & Sullivan Inc. 7.56% Reduce -1.6% 36,568 $15.7M
Portland Global Advisors LLC 1.98% Add +0.8% 36,526 $15.7M
Platform Technology Partners 4.94% Reduce -1.1% 36,505 $15.7M
Capital Investment Advisory Services, LLC 1.49% Add +1.3% 36,486 $15.7M
LM Advisors LLC 3.22% Add +1.0% 36,487 $15.7M
Round Rock Advisors LLC 3.66% Add +0.6% 36,426 $15.7M
Atom Investors LP 1.64% Add +123.5% 36,378 $15.7M
Elevation Point Wealth Partners, LLC 1.50% Reduce -21.3% 36,370 $15.7M
Vishria Bird Financial Group, LLC 5.93% Reduce -0.2% 36,370 $15.7M
Stanley-Laman Group, Ltd. 2.00% Reduce -3.5% 36,306 $15.6M
Shepherd Financial Partners LLC 1.88% Add +1.0% 36,274 $15.6M
Oak Grove Capital LLC 3.46% Add +23.6% 36,269 $15.6M
Broadwater Capital Management LLC 11.49% Reduce -0.9% 36,229 $15.6M
Pegasus Asset Management, Inc. 4.71% Reduce -2.9% 36,184 $15.6M
DLK Investment Management, LLC 5.96% Add +6.1% 36,089 $15.5M
PARUS FINANCE (UK) Ltd 4.98% Reduce -27.6% 36,017 $15.5M
McGinn Penninger Investment Management, Inc. 10.31% Reduce -0.1% 35,994 $15.5M
CPC Advisors, LLC 2.30% Add +6.0% 35,982 $15.5M
BNC Wealth Management, LLC 5.69% Add +2.4% 35,878 $15.4M
Mission Creek Capital Partners, Inc. 3.59% Add +1.0% 35,855 $15.4M
Punch & Associates Investment Management, Inc. 0.86% Reduce -0.5% 35,783 $15.4M
Sentry Investment Management LLC 6.47% Add +7.8% 35,773 $15.4M
Westmount Partners, LLC 4.63% Add +10.4% 35,763 $15.4M
Fortis Capital Advisors, LLC 5.14% Add +2.3% 35,755 $15.4M
44 Wealth Management LLC 5.41% — 36,211 $15.4M
Alpine Woods Capital Investors, LLC 2.70% Reduce -16.5% 36,773 $15.4M
Bank of New Hampshire 3.85% Reduce -2.0% 35,705 $15.4M
Impact Asset Management GmbH 5.90% — 35,676 $15.4M
Parker Investment Management, LLC 2.48% Reduce -3.7% 35,675 $15.4M
Lafayette Investments, Inc. 3.23% Add +0.0% 35,606 $15.3M
Alaska Permanent Fund Corp 0.22% No change 35,576 $15.3M
Strategic Investment Advisors / MI 1.67% Reduce -0.1% 35,492 $15.3M
Advanced Asset Management Advisors Inc 4.08% No change 34,126 $15.3M
TRUE Private Wealth Advisors 1.82% Reduce -18.6% 35,445 $15.3M
Northwest Capital Management Inc 5.49% Reduce -1.2% 35,390 $15.2M
Columbia Bank 5.57% Add +2.2% 35,369 $15.2M
United Capital Management of KS, Inc. 3.31% Reduce -6.1% 35,348 $15.2M
Stevens Capital Management LP 2.16% Add +190.3% 35,225 $15.2M
Jupiter Wealth Management LLC 7.75% Add +1.8% 35,218 $15.2M
Aries Wealth Management 4.16% Add +4.2% 35,203 $15.1M
Tradition Wealth Management, LLC 1.35% Add +1.4% 35,186 $15.1M
Kidder Stephen W 4.47% Reduce -1.1% 35,169 $15.1M
C Partners Holding GmbH 4.80% Add +4.2% 35,123 $15.1M
Kesler, Norman & Wride, LLC 2.97% Reduce -4.2% 35,101 $15.1M
IFG Advisory, LLC 0.96% Reduce -0.5% 35,097 $15.1M
Capstone Investment Advisors, LLC 0.53% Add +738.6% 35,038 $15.1M
First Sabrepoint Capital Management LP 5.81% No change 35,000 $15.1M
Patriot Financial Group Insurance Agency, LLC 2.02% Reduce -3.0% 34,962 $15.0M
First Bank & Trust 2.85% Add +0.0% 34,855 $15.0M
Citizens National Bank Trust Department 3.14% Add +0.0% 34,738 $14.9M
Abbot Financial Management, Inc. 7.52% Add +1.3% 34,732 $14.9M
Nilsine Partners, LLC 1.93% Reduce -1.8% 34,666 $14.9M
Glassy Mountain Advisors, Inc. 5.24% Add +3.7% 34,655 $14.9M
Zullo Investment Group, Inc. 6.18% Add +1.4% 34,593 $14.9M
Zega Financial, LLC 4.89% Add +7.1% 34,588 $14.9M
TCI Wealth Advisors, Inc. 1.25% Add +1.8% 34,587 $14.9M
Hirtle & Co., LLC 0.70% Reduce -0.5% 34,578 $14.9M
TPG GP A, LLC 0.25% Reduce -77.3% 34,488 $14.8M
Apexium Financial, LP 0.98% Add +48.5% 34,433 $14.8M
Arvest Bank Trust Division 0.85% — 34,388 $14.8M
Greater Midwest Financial Group, LLC 8.68% Reduce -1.7% 34,360 $14.8M
Humankind Investments LLC 5.33% Add +1.3% 34,322 $14.8M
Gifford Fong Associates 3.69% No change 34,302 $14.8M
Bell Bank 1.75% Add +1.2% 34,284 $14.8M
Guardian Wealth Advisors, LLC / NC 1.60% Reduce -0.7% 34,267 $14.7M
Summa Corp. 7.07% Add +5.9% 35,418 $14.7M
Delta Investment Management, LLC 3.00% Add +3.2% 34,237 $14.7M
Bedel Financial Consulting, Inc. 2.08% Add +2.9% 34,196 $14.7M
Consolidated Capital Management, LLC 6.41% Reduce -16.3% 34,138 $14.7M
Raab & Moskowitz Asset Management LLC 3.72% Add +0.5% 34,121 $14.7M
Pragma Gestao DE Patrimonio Ltd. 7.56% Add +240.0% 34,000 $14.6M
Olde Wealth Management, LLC 5.23% Add +0.2% 33,909 $14.6M
Altfest L J & Co. Inc. 1.94% Reduce -17.2% 33,883 $14.6M
Connable Office Inc. 1.47% Reduce -0.8% 33,867 $14.6M
Prudent Investors Network, Inc. 4.47% Add +5.2% 33,843 $14.6M
Intact Investment Management Inc. 0.48% Add +4.0% 33,800 $14.5M
LMG Wealth Partners, LLC 3.33% Add +1.1% 33,793 $14.5M
Miller Investment Management, LP 1.51% Add +56.7% 33,764 $14.5M
BOCHK Asset Management Ltd 4.32% Add +30.9% 33,750 $14.5M
Tyche Wealth Partners LLC 3.28% Add +10.0% 33,675 $14.5M
Greystone Financial Group, LLC 2.59% Add +2.9% 33,643 $14.5M
Midland Wealth Advisors, LLC 0.85% Reduce -7.0% 33,596 $14.5M
John G Ullman & Associates Inc. 2.08% Reduce -2.9% 33,576 $14.4M
Amova Asset Management Americas, Inc. 0.16% Reduce -5.0% 33,587 $14.4M
Grove Bank & Trust 2.13% Reduce -5.4% 33,574 $14.4M
Legacy Financial Advisors, Inc. 2.42% Reduce -1.3% 33,552 $14.4M
DCM Advisors, LLC 7.27% Add +0.2% 33,548 $14.4M
Relyea Zuckerberg Hanson LLC 2.19% Add +1.6% 33,512 $14.4M
Quotient Wealth Partners, LLC 0.47% Reduce -4.3% 33,471 $14.4M
Sphera Funds Management LTD. 2.35% Add +1.5% 33,427 $14.4M
Biltmore Family Office, LLC 2.46% Add +3.2% 33,406 $14.4M
Apollon Financial, LLC 4.23% Add +3.9% 33,386 $14.4M
BDF-Gestion 1.54% Reduce -1.0% 232,182 $14.3M
Affinity Wealth Management LLC 2.54% Add +0.3% 33,242 $14.3M
Beck Capital Management, LLC 3.81% Add +5.5% 33,174 $14.3M
Ravenstone Capital Management Inc. 8.58% Add +2.3% 33,137 $14.3M
Carnegie Lake Advisors LLC 5.64% — 33,124 $14.3M
Plancorp, LLC 0.58% Reduce -1.1% 33,029 $14.2M
Maxi Investments CY Ltd 3.79% Reduce -29.9% 33,022 $14.2M
Financial Perspectives, Inc 4.92% Reduce -0.1% 32,996 $14.2M
Cornerstone Advisory, LLC 1.87% Add +2.3% 32,986 $14.2M
Dudley Capital Management, LLC 7.43% Add +0.4% 32,967 $14.2M
Fourpath Capital Management, LLC 2.61% Add +551.3% 32,935 $14.2M
Builder Investment Group Inc. 3.80% Add +0.1% 32,911 $14.2M
Roman Butler Fullerton & Co. 4.26% Add +0.9% 33,718 $14.1M
Buckhead Capital Management LLC 4.45% Reduce -3.1% 32,674 $14.1M
Advisory Alpha, LLC 0.50% Add +25.4% 32,669 $14.1M
Northside Capital Management, LLC 2.20% Reduce -1.3% 32,621 $14.0M
Diversify Wealth Management, LLC 1.35% Add +31.3% 33,031 $14.0M
Pensionfund Sabic 4.38% Reduce -11.7% 32,590 $14.0M
Artemis Wealth Advisors, LLC 2.21% Add +0.0% 32,588 $14.0M
Legacy Edge Advisors, LLC 2.24% Add +2.1% 32,583 $14.0M
Old Port Advisors 3.88% Reduce -1.0% 32,501 $14.0M
Versant Capital Management, Inc 3.19% Add +3.4% 32,471 $14.0M
Strait & Sound Wealth Management LLC 6.77% Add +0.7% 32,394 $13.9M
Sonata Capital Group Inc. 5.88% Reduce -0.7% 32,324 $13.9M
Hennion & Walsh Asset Management, Inc. 0.65% Add +1.1% 32,325 $13.9M
Chronos Wealth Management, LLC 7.25% Add +2.8% 32,295 $13.9M
MUFG Securities EMEA plc 0.57% Add +1.0% 32,274 $13.9M
Citizens & Northern Corp. 4.16% Add +7.2% 32,178 $13.8M
Somerset Trust Co 5.17% Add +0.9% 32,142 $13.8M
Gardner Lewis Asset Management L P 3.91% Add +2.6% 32,114 $13.8M
Navellier & Associates Inc. 1.87% Reduce -7.8% 32,101 $13.8M
Alpha Family Trust 7.71% No change 32,070 $13.8M
Dover Advisors, LLC 7.82% Add +0.1% 32,032 $13.8M
Modern Wealth Management, LLC 0.84% Add +11.0% 31,979 $13.8M
Muhlenkamp & Co. Inc. 4.21% Add +0.0% 31,958 $13.8M
Concentric Wealth Management, LLC 3.34% Reduce -2.2% 31,845 $13.7M
Telos Capital Management, Inc. 1.44% Reduce -0.7% 31,825 $13.7M
Mirador Capital Partners LP 2.46% Reduce -1.5% 31,820 $13.7M
Carolinas Wealth Consulting LLC 2.48% Add +0.3% 31,741 $13.7M
Fort Point Capital Partners LLC 1.71% Add +9.2% 31,708 $13.6M
Uncommon Cents Investing LLC 3.82% Reduce -1.6% 31,624 $13.6M
Asio Capital, LLC 2.58% Add +4.8% 31,546 $13.6M
McIntyre Freedman & Flynn Investment Advisers Inc. 9.67% Reduce -0.4% 31,488 $13.5M
Oxler Private Wealth LLC 4.72% Reduce -0.2% 31,471 $13.5M
Wambolt & Associates, LLC 3.71% Add +2.5% 32,178 $13.5M
Chatham Capital Group, Inc. 2.21% Reduce -0.2% 31,435 $13.5M
Castle Rock Wealth Management, LLC 3.23% Add +0.9% 32,574 $13.5M
Windward Capital Management Co. 1.03% Add +8.3% 31,394 $13.5M
Marks Group Wealth Management, Inc 1.29% Add +2.5% 31,381 $13.5M
Carderock Capital Management Inc. 3.18% Add +0.2% 31,350 $13.5M
World Equity Group, Inc. 4.87% Reduce -20.0% 31,341 $13.5M
Turtle Creek Wealth Advisors, LLC 2.70% Add +3.3% 31,311 $13.5M
NORTHSTAR ASSET MANAGEMENT Co 3.08% Add +0.5% 31,285 $13.5M
Carroll Investors, Inc 8.81% Add +4.1% 31,262 $13.4M
Birch Capital Management, LLC 6.57% Reduce -0.0% 31,236 $13.4M
LVW Advisors, LLC 1.72% Add +3.4% 31,142 $13.4M
Founders Financial Alliance, LLC 3.73% Add +1.3% 31,129 $13.4M
Strong Tower Advisory Services 3.73% Add +1.9% 31,070 $13.4M
Texas Capital Bank Wealth Management Services Inc 1.31% Add +6.2% 31,027 $13.4M
First National Bank of Mount Dora, Trust Investment Services 3.03% Reduce -1.9% 31,024 $13.3M
Concord Asset Management, LLC 3.02% Add +14.0% 31,009 $13.3M
Stony Point Capital LLC 3.18% Add +2.4% 30,988 $13.3M
MCF Advisors LLC 0.93% Reduce -2.7% 30,971 $13.3M
Orca Investment Management, LLC 12.02% Reduce -1.3% 30,964 $13.3M
Capital Market Strategies LLC 8.07% Reduce -0.4% 30,955 $13.3M
Catalina Capital Group, LLC 4.52% Reduce -4.8% 30,947 $13.3M
Horizon Investments, LLC 0.35% Reduce -1.1% 30,916 $13.3M
TFG Advisers LLC 4.78% Reduce -0.1% 30,886 $13.3M
Ardsley Advisory Partners LP 2.51% Add +24.3% 31,000 $13.3M
Kemnay Advisory Services Inc. 2.41% Add +4.5% 30,865 $13.3M
JT Stratford LLC 2.27% Reduce -0.3% 30,752 $13.2M
Newman Dignan & Sheerar, Inc. 3.17% Add +0.7% 31,008 $13.2M
Harbour Capital Advisors, LLC 3.05% Reduce -0.3% 31,679 $13.2M
Boit C F David 6.53% No change 31,704 $13.2M
XXEC, Inc. 9.98% Reduce -0.2% 30,705 $13.2M
Carmichael Hill & Associates, Inc. 4.87% Reduce -0.8% 30,610 $13.2M
Huber Capital Management LLC 2.64% No change 30,543 $13.1M
Seizert Capital Partners, LLC 0.59% Reduce -1.4% 30,535 $13.1M
Nadler Financial Group, Inc. 1.45% Reduce -0.1% 30,522 $13.1M
Westwood Wealth Management 5.14% Add +10.3% 30,452 $13.1M
Personal Cfo Solutions, LLC 1.83% Reduce -3.2% 30,439 $13.1M
FWL Investment Management, LLC 5.02% Add +25.7% 30,430 $13.1M
Financial Partners Group, LLC 4.91% Reduce -0.0% 30,430 $13.1M
Delta Financial Advisors LLC 4.75% Reduce -1.3% 30,424 $13.1M
ARK Investment Management 0.12% Reduce -11.1% 30,409 $13.1M
Shorepoint Capital Partners LLC 2.98% Reduce -1.7% 30,372 $13.1M
WealthTrust Axiom LLC 3.87% Reduce -0.4% 30,352 $13.1M
White Pine Capital LLC 4.46% Add +0.2% 30,338 $13.1M
MIdWestOne Financial Group, Inc. 1.80% Reduce -0.4% 30,326 $13.0M
Waterloo Capital, L.P. 1.42% Reduce -6.5% 30,254 $13.0M
Bray Capital Advisors 3.19% Reduce -1.6% 30,236 $13.0M
Dumont & Blake Investment Advisors LLC 3.47% Reduce -50.5% 30,233 $13.0M
Bulltick Wealth Management, LLC 3.23% Reduce -17.9% 30,196 $13.0M
Hudson Value Partners, LLC 5.04% Add +11.2% 30,161 $13.0M
Paragon Private Wealth Management, LLC 6.43% Add +38.2% 30,161 $13.0M
Ausdal Financial Partners, Inc. 1.35% Add +5.6% 30,153 $13.0M
Chesapeake Wealth Management 4.42% Reduce -0.6% 30,133 $13.0M
Nicolet Bankshares Inc. 2.61% Reduce -5.8% 30,132 $13.0M
Drexel Morgan & Co. 2.41% No change 30,129 $13.0M
Klingman & Associates, LLC 0.80% Add +8.4% 30,111 $13.0M
Financial Security Advisor, Inc. 3.23% Add +5.5% 30,087 $12.9M
Eukles Asset Management 5.19% Reduce -0.3% 30,055 $12.9M
Quadcap Wealth Management, LLC 2.02% Add +5.3% 30,037 $12.9M
Ellevest, Inc. 0.72% Reduce -0.5% 30,026 $12.9M
Cambridge Advisors Inc. 2.82% Reduce -0.1% 30,008 $12.9M
Miura Global Management, LLC 14.82% Reduce -14.3% 30,000 $12.9M
General Pension Society PZU Joint Stock Co 3.75% Reduce -7.7% 30,000 $12.9M
Kentucky Farm Bureau Mutual Insurance Co 2.79% No change 30,000 $12.9M
Pine Haven Investment Counsel, Inc 10.44% Reduce -0.6% 29,964 $12.9M
NFSG Corp 4.52% Add +23.1% 29,954 $12.9M
Radnor Capital Management, LLC 1.91% New 29,937 $12.9M
Monument Capital Management 3.56% Reduce -1.9% 29,933 $12.9M
Unio Capital LLC 5.20% Reduce -0.8% 29,908 $12.9M
Ashton Thomas Securities, LLC 2.50% Add +27.1% 29,870 $12.9M
Brown, Lisle/Cummings, Inc. 3.91% Add +4.4% 29,868 $12.9M
Blueprint Investment Partners LLC 2.33% Reduce -20.5% 29,856 $12.8M
Front Row Advisors LLC 4.58% Reduce -3.9% 29,845 $12.8M
Roberts Capital Advisors, LLC 10.96% No change 29,777 $12.8M
Chapman Investment Management, LLC 9.34% Add +0.1% 29,712 $12.8M
Barometer Capital Management Inc. 3.69% Add +7.6% 29,711 $12.8M
Perennial Investment Advisors, LLC 1.66% Reduce -0.1% 29,707 $12.8M
Center for Financial Planning, Inc. 1.73% Reduce -3.2% 29,697 $12.8M
Winthrop Advisory Group LLC 1.58% Add +18.3% 29,696 $12.8M
Transatlantique Private Wealth LLC 4.88% Reduce -2.0% 29,686 $12.8M
Magnus Financial Group LLC 1.30% Add +1.5% 29,667 $12.8M
M&R Capital Management Inc. 2.81% Add +2.6% 29,661 $12.8M
Glass Wealth Management Co LLC 7.05% Add +1.7% 29,652 $12.8M
Gibraltar Capital Management, Inc. 5.73% Add +2.2% 29,629 $12.7M
Key Financial Inc 2.81% Add +0.3% 29,568 $12.7M
Cherry Creek Investment Advisors, Inc. 6.57% Add +0.3% 29,557 $12.7M
Pinpoint Asset Management Ltd 2.73% Reduce -63.3% 29,553 $12.7M
Callan Capital, LLC 0.89% Add +8.4% 29,545 $12.7M
Optas, LLC 2.91% Add +6.9% 29,390 $12.6M
Regent Peak Wealth Advisors LLC 2.90% Reduce -0.2% 29,313 $12.6M
Schrum Private Wealth Management LLC 6.51% Add +64.6% 29,296 $12.6M
Vista Capital Partners, Inc. 1.46% Add +0.8% 29,281 $12.6M
Evexia Wealth LLC 4.47% Add +7.8% 30,757 $12.6M
Entropy Technologies, LP 1.32% New 29,272 $12.6M
Cardiff Park Advisors, LLC 1.14% Reduce -4.5% 29,259 $12.6M
Seneca House Advisors 5.30% Add +0.3% 29,221 $12.6M
Excalibur Management Corp. 4.80% Reduce -0.4% 29,205 $12.6M
AIMZ Investment Advisors, LLC 4.29% Reduce -1.2% 29,181 $12.6M
LRI Investments, LLC 1.22% Add +103.8% 55,675 $12.5M
Tiemann Investment Advisors, LLC 5.40% Reduce -2.0% 29,097 $12.5M
Peak Planning Group, LLC 5.49% Add +0.7% 29,088 $12.5M
CNB Bank 5.78% Add +4.4% 29,054 $12.5M
Advisory Research Inc. 2.22% Reduce -28.0% 29,047 $12.5M
White Pine Investment CO 3.43% Reduce -1.0% 29,046 $12.5M
Gunderson Capital Management LLC 5.28% Add +1.3% 28,988 $12.5M
Bedell Frazier Investment Counselling, LLC 2.98% Reduce -8.3% 28,971 $12.5M
Atlas Wealth LLC 7.94% Reduce -0.2% 28,959 $12.5M
MV Capital Management, Inc. 1.32% Add +0.3% 28,923 $12.4M
Finer Wealth Management, Inc. 7.65% Add +2.6% 28,800 $12.4M
Goodman Advisory Group, LLC 3.53% Add +1.3% 28,760 $12.4M
Sentry LLC 2.39% Reduce -7.0% 28,756 $12.4M
VCI Wealth Management LLC 5.49% Add +94.0% 28,672 $12.3M
Laurion Capital Management LP 0.82% Reduce -67.3% 28,672 $12.3M
Signet Financial Management, LLC 1.57% Reduce -0.3% 28,669 $12.3M
Red Cedar Investment Management, LLC 1.56% No change 28,645 $12.3M
Mystic Asset Management, Inc. 4.64% Reduce -2.9% 28,562 $12.3M
Kapitalo Investimentos Ltda 3.00% Add +41.4% 28,546 $12.3M
Fortitude Advisory Group L.L.C. 7.74% Reduce -1.5% 28,520 $12.3M
Essex Bank 3.06% Add +9.9% 28,517 $12.3M
Avanda Investment Management Pte. Ltd. 2.38% Reduce -48.4% 28,395 $12.2M
Wrapmanager Inc. 3.16% Reduce -0.4% 28,358 $12.2M
Roanoke Asset Management Corp./ NY 3.89% Reduce -0.2% 28,341 $12.2M
Argyle Capital Management, LLC 4.85% Reduce -2.8% 28,327 $12.2M
Lorne Steinberg Wealth Management Inc. 3.52% Add +0.2% 28,327 $12.2M
Brandywine Oak Private Wealth LLC 1.18% Add +1.3% 28,265 $12.2M
Founders Financial Securities LLC 1.12% Reduce -9.7% 28,248 $12.2M
Northstar Advisory Group, LLC 6.31% Add +9.5% 28,227 $12.1M
Meridian Investment Counsel Inc. 3.67% Reduce -3.0% 28,225 $12.1M
Davis-Rea LTD. 5.28% Reduce -15.3% 28,202 $12.1M
Souders Financial Advisors 1.69% Reduce -0.0% 28,197 $12.1M
Kensington Investment Counsel, LLC 5.06% Add +0.6% 28,162 $12.1M
AlphaCore Capital LLC 2.74% Add +4.5% 28,119 $12.1M
Consolidated Investment Group LLC 1.80% No change 28,089 $12.1M
Diamant Asset Management, Inc. 7.57% Reduce -1.4% 28,070 $12.1M
Tikehau Investment Management 11.10% Reduce -14.5% 28,050 $12.1M
Town & Country Bank & Trust CO dba First Bankers Trust CO 4.64% Add +0.3% 28,029 $12.1M
FCG Investment Co 7.90% Add +9.5% 28,001 $12.0M
Harrington Investments, INC 6.57% Reduce -1.8% 27,977 $12.0M
Beacon Investment Advisors LLC 5.69% Add +0.3% 27,935 $12.0M
Bank Ozk 4.96% Reduce -4.4% 27,919 $12.0M
Chickasaw Capital Management LLC 0.51% Add +0.4% 27,916 $12.0M
Oak Harvest Investment Services 1.73% Reduce -2.0% 27,912 $12.0M
Cascades Capital Asset Management, LLC 6.80% — 27,896 $12.0M
Harmony Asset Management LLC 4.41% Add +7.4% 27,895 $12.0M
Menlo Advisors LLC 6.18% Reduce -0.8% 27,887 $12.0M
Penn Davis McFarland Inc. 1.35% Add +1341.9% 27,886 $12.0M
JB Capital LLC 0.69% Add +4.6% 27,867 $12.0M
Warther Private Wealth, LLC 4.23% Reduce -21.0% 27,865 $12.0M
Blodgett Wealth Advisors, LLC 10.08% Reduce -5.2% 27,856 $12.0M
Benson Investment Management Company, Inc. 4.74% Reduce -0.2% 27,854 $12.0M
Empire Financial Management Company, LLC 3.69% Reduce -5.3% 27,847 $12.0M
BW Gestao de Investimentos Ltda. 1.98% Add +36.2% 27,823 $12.0M
Councilmark Asset Management, LLC 8.04% No change 27,813 $12.0M
Evanson Asset Management, LLC 0.84% Reduce -3.5% 27,804 $12.0M
Keystone Financial Planning, Inc. 3.61% No change 27,718 $11.9M
Patton Albertson Miller Group, LLC 1.62% Reduce -0.5% 27,625 $11.9M
Trust Co. of Oklahoma 3.85% Reduce -4.3% 27,585 $11.9M
Westend Capital Management, LLC 4.07% Add +1.8% 27,583 $11.9M
Arlington Trust Co LLC 2.59% Add +0.3% 27,577 $11.9M
SOL Capital Management CO 1.32% Reduce -3.2% 27,557 $11.9M
Breakwater Investment Management 4.95% Add +0.8% 27,548 $11.9M
Loudon Investment Management, LLC 6.49% Reduce -0.5% 27,526 $11.8M
VeraBank, N.A. 3.46% Add +0.5% 27,478 $11.8M
Clear Creek Financial Management, LLC 1.34% Add +2.1% 27,473 $11.8M
Once Capital Management, LLC 5.35% No change 27,400 $11.8M
Greenfield Savings Bank 5.59% Add +0.6% 27,394 $11.8M
Brick & Kyle, Associates 5.07% Reduce -2.0% 27,522 $11.8M
SPC Financial, Inc. 1.03% Add +4.5% 27,298 $11.7M
Oarsman Capital, Inc. 2.17% Add +2.3% 27,289 $11.7M
Sandhill Capital Partners LLC 0.84% Add +2.7% 27,263 $11.7M
Wimmer Associates 1, LLC 5.72% Reduce -0.6% 27,157 $11.7M
Prestige Wealth Management Group LLC 2.42% Reduce -2.7% 27,153 $11.7M
Triangle Securities Wealth Management 3.02% Reduce -3.4% 27,153 $11.7M
Penbrook Management LLC 7.59% Reduce -0.1% 27,128 $11.7M
KPP Advisory Services LLC 2.80% Reduce -0.8% 27,111 $11.7M
L.M. Kohn & Company 2.96% Add +2.6% 27,102 $11.7M
Fairfield, Bush & Co. 6.94% Reduce -1.2% 27,101 $11.7M
Bluegrass Capital Partners LP 10.61% Add +35.0% 27,000 $11.6M
OV Management LLC 7.71% Add +4.3% 26,992 $11.6M
Bridge Creek Capital Management LLC 3.50% Reduce -1.0% 26,980 $11.6M
Eos Management, L.P. 4.08% No change 26,979 $11.6M
Destiny Wealth Partners, LLC 2.03% Reduce -12.8% 26,934 $11.6M
Summerhill Capital Management lnc. 7.95% Add +0.7% 26,933 $11.6M
Armstrong Advisory Group, Inc. 0.96% Add +0.6% 26,868 $11.6M
Atlanta Consulting Group Advisors, LLC 2.87% Add +23.1% 26,844 $11.6M
Paloma Partners Management Co 0.80% New 26,800 $11.5M
Smith, Moore & Co. 1.10% Add +0.8% 26,791 $11.5M
Sax Wealth Advisors, LLC 1.03% Add +10.1% 26,765 $11.5M
Hardy Reed LLC 1.03% Add +2.3% 26,741 $11.5M
Childress Capital Advisors, LLC 3.10% Add +1.5% 26,711 $11.5M
Ballast Advisors LLC 3.55% Reduce -4.2% 26,693 $11.5M
Plante Moran Financial Advisors, LLC 0.98% Add +1.1% 26,664 $11.5M
Members Trust Co 0.37% Reduce -2.4% 26,617 $11.5M
Founders Capital Management 6.97% Reduce -1.2% 26,611 $11.5M
Pegasus Partners Ltd. 1.07% Add +1.4% 26,567 $11.4M
CGN Advisors LLC 1.15% Add +7.2% 26,506 $11.4M
Hurlow Wealth Management Group, Inc. 3.56% Add +0.3% 26,503 $11.4M
McDonough Capital Management, Inc 7.84% Add +1.7% 26,472 $11.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.97% Add +3.1% 26,460 $11.4M
National Philanthropic Trust 0.21% Reduce -0.2% 26,409 $11.4M
Unionview, LLC 8.84% Reduce -9.6% 26,385 $11.4M
Advocate Group LLC 2.06% Reduce -7.4% 26,365 $11.3M
Catalyst Capital Advisors LLC 0.26% Reduce -7.3% 26,364 $11.3M
MGB Wealth Management, LLC 4.14% Reduce -6.5% 26,348 $11.3M
Lester Murray Antman dba SimplyRich 3.15% No change 26,299 $11.3M
Lantz Financial LLC 3.06% Add +2.9% 26,276 $11.3M
Crestline Management, L.P. 0.64% Add +133.5% 26,273 $11.3M
Buttonwood Financial Advisors Inc. 4.93% Reduce -0.4% 26,257 $11.3M
Mill Creek Capital Advisors, LLC 0.27% Reduce -10.4% 26,248 $11.3M
Barton Investment Management 1.41% No change 26,195 $11.3M
Mezzasalma Advisors, LLC 4.44% Add +1.6% 26,184 $11.3M
Revolve Wealth Partners, LLC 1.72% Add +11.2% 26,175 $11.3M
Slagle Financial, LLC 4.99% Add +6.9% 26,147 $11.3M
FinTrust Capital Advisors, LLC 1.91% Add +2.8% 26,138 $11.2M
Washington Trust Advisors, Inc. 0.97% Add +6.6% 26,131 $11.2M
Lederer & Associates Investment Counsel 7.91% Reduce -1.0% 26,118 $11.2M
Eastover Investment Advisors LLC 5.26% Reduce -8.7% 26,104 $11.2M
Liberty Capital Management, Inc. 2.48% Reduce -0.0% 26,008 $11.2M
HERALD INVESTMENT MANAGEMENT Ltd 1.93% No change 26,000 $11.2M
Torque Asset Management LLC 5.41% Add +10.6% 25,968 $11.2M
JNBA Financial Advisors 1.13% Reduce -2.2% 25,959 $11.2M
Secure Asset Management, LLC 1.88% Add +15.0% 25,890 $11.1M
Great Diamond Partners, LLC 2.83% Reduce -18.2% 25,870 $11.1M
Truxt Investmentos Ltda. 7.49% New 25,856 $11.1M
Wisconsin Capital Management LLC 5.83% Add +1.6% 25,813 $11.1M
West Michigan Advisors, LLC 3.35% Add +28.1% 25,783 $11.1M
Waratah Capital Advisors Ltd. 0.66% Reduce -69.2% 25,736 $11.1M
WealthShield Partners, LLC 1.50% Add +8.4% 25,701 $11.1M
David J Yvars Group 6.85% Reduce -0.9% 25,693 $11.1M
NovaPoint Capital, LLC 3.42% Reduce -0.7% 25,662 $11.0M
Sawyer & Company, Inc 4.09% Add +0.1% 25,655 $11.0M
Pacifica Partners Inc. 4.55% Add +2.5% 25,626 $11.0M
Freedom Investment Management, Inc. 0.88% Add +10.4% 25,551 $11.0M
RDA Financial Network 3.41% Add +3.0% 25,514 $11.0M
Monograph Wealth Advisors, LLC 1.43% Reduce -1.4% 25,504 $11.0M
Harbor Advisors LLC 1.84% No change 25,500 $11.0M
First City Capital Management, Inc. 5.65% Add +2.8% 25,478 $11.0M
S.E.E.D. Planning Group LLC 3.63% Add +2.3% 25,472 $11.0M
Stelac Advisory Services LLC 4.44% Add +1.1% 25,452 $10.9M
Peregrine Asset Advisers, Inc. 3.76% Add +0.1% 26,002 $10.9M
Settian Capital LP 7.95% No change 25,350 $10.9M
RB Capital Management, LLC 2.69% Add +0.6% 25,346 $10.9M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4.20% Add +16.3% 25,308 $10.9M
General Partner, Inc. 6.76% Reduce -5.4% 25,301 $10.9M
Cove Private Wealth, LLC 8.67% No change 25,273 $10.9M
Cary Street Partners Asset Management LLC 1.43% Reduce -2.9% 25,204 $10.8M
Susquehanna International Group Ltd. 2.30% New 25,200 $10.8M
Summit Financial Strategies, Inc. 1.22% Add +5.1% 25,133 $10.8M
OMC Financial Services LTD 5.11% No change 24,182 $10.8M
Citizens Business Bank 2.18% Reduce -2.2% 25,102 $10.8M
Kingfisher Capital LLC 2.49% Reduce -2.8% 25,086 $10.8M
Prelude Capital Management, LLC 0.83% Add +51.1% 25,075 $10.8M
Tandem Capital Management Corp. 5.68% Reduce -2.0% 25,074 $10.8M
Global Wealth Management Investment Advisory, Inc. 2.33% Add +3.5% 25,064 $10.8M
New Age Alpha Advisors, LLC 6.63% Add +43.0% 25,059 $10.8M
Enterprise Financial Services Corp 6.28% Reduce -2.3% 25,050 $10.8M
Hamel Associates, Inc. 3.29% Reduce -4.3% 25,036 $10.8M
Sierra Summit Advisors LLC 2.47% Add +12.2% 25,010 $10.8M
Commonwealth Retirement Investments LLC 4.51% Add +1.3% 25,008 $10.8M
Center Lake Capital Management, LLC 23.48% No change 25,000 $10.8M
Crocodile Capital Partners GmbH 15.18% No change 25,000 $10.8M
Pennant Select, LLC 7.58% No change 25,000 $10.8M
Honeycomb Asset Management LP 4.24% New 25,000 $10.8M
Optimus Prime Fund Management Co., Ltd. 1.40% New 25,000 $10.8M
Investment Research & Advisory Group, Inc. 4.54% Add +0.0% 24,971 $10.7M
Annis Gardner Whiting Capital Advisors, LLC 3.02% Add +5.4% 24,924 $10.7M
Clear Street Derivatives LLC 0.18% Reduce -27.7% 24,912 $10.7M
United Advisor Group, LLC 2.42% Add +38.8% 24,879 $10.7M
Franklin, Parlapiano, Turner & Welch, LLC 2.77% Reduce -0.6% 24,873 $10.7M
Cornerstone Enterprises, LLC 6.69% Add +6.7% 24,827 $10.7M
Main Street Financial Solutions, LLC 0.98% Reduce -11.1% 24,799 $10.7M
Drive Wealth Management, LLC 2.78% Add +1.3% 24,777 $10.7M
BTG Pactual Asset Management US LLC 1.55% Reduce -0.3% 24,768 $10.7M
Marathon Capital Management 2.60% Reduce -3.0% 24,759 $10.7M
Westside Investment Management, Inc. 2.27% Add +0.1% 24,826 $10.6M
Ceeto Capital Group, LLC 3.96% Add +0.4% 24,655 $10.6M
BKM Wealth Management, LLC 4.31% Add +181.2% 24,650 $10.6M
Trust Co of Kansas 5.15% Add +6.4% 24,624 $10.6M
Mount Vernon Associates Inc. 8.42% Add +17.4% 24,585 $10.6M
Bremer Bank National Association 1.99% Reduce -4.6% 24,547 $10.6M
WealthPlan Investment Management, LLC 1.07% Add +12.3% 24,529 $10.6M
Valley Brook Capital Group, Inc. 7.58% Add +0.1% 24,523 $10.6M
Parisi Gray Wealth Management 3.48% Add +0.2% 24,519 $10.6M
Geneva Partners, LLC 4.57% Reduce -4.5% 24,513 $10.5M
Pinnacle West Asset Management, Inc. 7.56% Reduce -0.7% 24,505 $10.5M
Adirondack Trust Co. 4.06% Add +0.1% 24,471 $10.5M
North Growth Management Ltd. 1.96% No change 24,000 $10.5M
Alliance Wealth Advisors, LLC 2.77% Reduce -9.6% 24,463 $10.5M
Transcendent Capital Group LLC 5.39% Add +6.5% 24,426 $10.5M
In-Depth Partners, LLC 10.91% Reduce -14.4% 24,414 $10.5M
Cim Investment Management Inc. 3.11% Reduce -3.5% 24,408 $10.5M
Keystone Wealth Services, LLC 2.90% Add +12.6% 24,391 $10.5M
Main Street Group, LTD 4.66% Reduce -0.4% 24,290 $10.5M
Ar Asset Management Inc. 2.35% No change 24,279 $10.4M
Sterling Investment Advisors, Ltd. 2.64% Add +11.0% 24,243 $10.4M
First Command Advisory Services, Inc. 0.10% Add +0.0% 24,140 $10.4M
Asahi Life Asset Management Co., LTD. 6.28% Add +2.6% 24,118 $10.4M
CORDA Investment Management, LLC. 0.81% Add +1.4% 24,113 $10.4M
Peoples Financial Services Corp. 4.70% Reduce -0.3% 24,112 $10.4M
Moseley Investment Management Inc. 4.14% Reduce -2.0% 24,109 $10.4M
Cerro Pacific Wealth Advisors LLC 3.92% Add +0.3% 23,205 $10.4M
Ignite Planners, LLC 2.37% Add +1.3% 24,002 $10.3M
MYDA Advisors LLC 2.96% Reduce -7.7% 24,000 $10.3M
Key Client Fiduciary Advisors, LLC 4.70% Add +1.1% 23,973 $10.3M
Chesapeake Asset Management LLC 8.96% Add +0.3% 23,973 $10.3M
Atlas Brown,Inc. 3.57% Add +0.4% 23,941 $10.3M
Elgethun Capital Management 2.42% Reduce -1.1% 23,932 $10.3M
RFP Financial Group LLC 3.35% Add +50.7% 23,934 $10.3M
Bey-Douglas LLC 9.03% Add +3.3% 23,916 $10.3M
DGS Capital Management, LLC 2.79% Add +3.5% 23,905 $10.3M
Aldebaran Capital, LLC 9.41% Reduce -0.0% 23,902 $10.3M
Kercheville Advisors, LLC 4.33% Reduce -4.8% 23,848 $10.3M
CV Advisors LLC 5.24% Add +3.1% 23,832 $10.3M
LCNB Corp. 3.63% Reduce -1.6% 23,824 $10.3M
Compton Wealth Advisory Group, LLC 2.58% Add +4.5% 23,761 $10.2M
Heartland Bank & Trust Co 5.51% Reduce -0.5% 23,744 $10.2M
Pinnacle Bancorp, Inc. 2.73% Add +6.5% 23,719 $10.2M
Sentinel Trust Co. Lba 1.16% Reduce -13.6% 23,709 $10.2M
Trail Ridge Investment Advisors, LLC 4.86% Add +0.5% 24,004 $10.2M
Hillman Capital Management, Inc. 3.49% Reduce -0.0% 23,668 $10.2M
Centerpoint Advisors, LLC 3.54% Add +0.1% 23,665 $10.2M
First Commonwealth Financial Corp 2.44% Add +1.2% 23,646 $10.2M
D'Orazio & Associates, Inc. 1.45% Reduce -0.8% 23,638 $10.2M
First PREMIER Bank 2.53% Add +0.4% 23,599 $10.2M
Corsair Capital Management, L.P. 2.40% Reduce -0.0% 23,566 $10.1M
Thrive Wealth Management, LLC 1.86% Reduce -1.7% 23,557 $10.1M
Callan Family Office, LLC 1.70% Add +37.6% 23,557 $10.1M
Parkside Investments, LLC 1.53% Add +1.4% 23,539 $10.1M
Independent Solutions Wealth Management, LLC 2.29% Reduce -2.3% 23,526 $10.1M
Riverview Capital Advisers, LLC 3.11% Add +0.0% 23,490 $10.1M
Platte River Wealth Advisors, LLC 2.71% Reduce -0.0% 23,441 $10.1M
Blue Edge Capital, LLC 1.57% Add +1.1% 23,436 $10.1M
First Washington CORP 4.01% Reduce -9.8% 23,433 $10.1M
Pekin Hardy Strauss, Inc. 1.29% Reduce -4.4% 23,355 $10.0M
Schneider Downs Wealth Management Advisors, LP 2.06% Reduce -0.8% 23,353 $10.0M
Chelsea Counsel Co. 4.95% Reduce -5.2% 23,322 $10.0M
Ayrshire Capital Management LLC 4.77% Add +0.2% 23,321 $10.0M
Integrated Investment Consultants, LLC 2.18% Add +3.3% 23,272 $10.0M
Encompass Wealth Advisors, LLC 2.52% Reduce -0.5% 23,272 $10.0M
Poehling Capital Management, INC. 2.56% Reduce -0.2% 23,270 $10.0M
IPG Investment Advisors LLC 2.18% Reduce -23.4% 23,229 $10.0M
Symmetry Investments LP 2.12% Reduce -70.3% 23,213 $10.0M
Costello Asset Management, INC 6.67% Add +11.3% 23,189 $10.0M
Capital Advisors Wealth Management, LLC 1.83% Add +0.3% 23,137 $10.0M
Annandale Capital, LLC 1.99% Reduce -0.3% 23,129 $10.0M
Stablepoint Partners, LLC 1.81% Reduce -3.1% 23,119 $9.9M
Gilliland Jeter Wealth Management LLC 3.21% Reduce -0.2% 23,119 $9.9M
Notis-McConarty Edward 4.50% Reduce -15.7% 23,118 $9.9M
Savvy Advisors, Inc. 2.02% Add +26.6% 23,117 $9.9M
AMJ Financial Wealth Management 2.86% Reduce -0.5% 23,081 $9.9M
InTrack Investment Management Inc 7.03% Reduce -1.8% 23,050 $9.9M
Piscataqua Savings Bank 8.42% Reduce -0.2% 23,047 $9.9M
Eagle Capital Management, LLC 4.12% Reduce -0.4% 23,001 $9.9M
Canopy Partners, LLC 4.26% Reduce -3.1% 22,987 $9.9M
StrongBox Wealth, LLC 4.23% Add +3.9% 22,929 $9.9M
True North Advisors, LLC 2.58% Reduce -20.9% 22,911 $9.9M
Chaney Capital Management, Inc. 5.52% Add +0.6% 22,876 $9.8M
Gold Investment Management Ltd. 4.12% Reduce -9.2% 22,921 $9.8M
Frisch Financial Group, Inc. 2.95% Reduce -1.6% 22,828 $9.8M
Delaney Dennis R 5.06% Reduce -0.2% 22,778 $9.8M
Kathmere Capital Management, LLC 0.92% Add +3.1% 22,775 $9.8M
Mendel Money Management 4.23% Reduce -2.3% 22,734 $9.8M
Snider Financial Group 3.58% Add +4.0% 22,726 $9.8M
Highline Wealth Partners LLC 3.27% Add +0.5% 22,701 $9.8M
Leisure Capital Management 4.17% Reduce -3.0% 22,698 $9.8M
Tanager Wealth Management LLP 1.31% Add +2.2% 22,694 $9.8M
San Luis Wealth Advisors LLC 2.01% Add +10.4% 22,661 $9.8M
MJP Associates Inc. 1.85% Add +3.3% 22,633 $9.7M
Studio Investment Management LLC 2.05% Reduce -0.9% 22,625 $9.7M
Quantbot Technologies LP 0.38% Add +51.8% 22,618 $9.7M
Wealth Management Partners, LLC 4.51% Reduce -1.6% 22,605 $9.7M
Lesa Sroufe & Co 9.07% Reduce -1.2% 22,591 $9.7M
Accurate Wealth Management, LLC 1.95% Add +7.8% 23,198 $9.7M
West Family Investments, Inc. 3.31% Add +20.8% 22,575 $9.7M
Scarborough Advisors, LLC 1.57% New 22,571 $9.7M
Brophy Wealth Management, LLC 3.47% — 22,562 $9.7M
CVA Family Office, LLC 1.57% Reduce -0.4% 22,522 $9.7M
Octavia Wealth Advisors, LLC 1.19% Reduce -2.7% 22,516 $9.7M
Jackson Hill Advisors, LLC 4.93% Reduce -19.6% 22,500 $9.7M
Blume Capital Management, Inc. 2.19% Add +0.2% 22,498 $9.7M
Virtue Capital Management, LLC 1.94% Reduce -20.4% 22,468 $9.7M
Regatta Capital Group, LLC 1.87% Add +3.0% 22,439 $9.7M
Resurgent Financial Advisors LLC 5.67% Add +1.1% 22,438 $9.7M
Chiron Investment Management, LLC 3.39% Reduce -37.5% 22,407 $9.6M
SeaTown Holdings Pte. Ltd. 7.12% Reduce -33.8% 22,405 $9.6M
Godshalk Welsh Capital Management, Inc. 6.09% Reduce -5.2% 22,402 $9.6M
Crown Wealth Group, LLC 4.19% Reduce -0.4% 22,372 $9.6M
Point72 Italy, S.r.l. 3.14% Reduce -20.9% 22,300 $9.6M
Cable Hill Partners, LLC 0.94% Add +9.8% 22,293 $9.6M
Forte Capital LLC 1.08% Reduce -1.5% 22,261 $9.6M
Agate Pass Investment Management, LLC 4.78% Reduce -2.6% 22,250 $9.6M
IMS Capital Management 4.31% Add +0.1% 22,246 $9.6M
Louisbourg Investments Inc. 2.42% Reduce -3.6% 26,404 $9.6M
Channel Wealth LLC 3.14% Add +10.0% 22,161 $9.5M
Montchanin Asset Management, LLC 8.85% Reduce -0.1% 22,104 $9.5M
Prospector Partners LLC 1.02% Add +0.7% 22,065 $9.5M
Accredited Investors Inc. 0.54% Add +18.2% 22,044 $9.5M
Globeflex Capital L P 0.91% No change 22,042 $9.5M
Synergy Financial Group, LTD 8.99% Add +23.0% 22,005 $9.5M
Siren, L.L.C. 0.47% — 22,000 $9.5M
WT Wealth Management 3.02% Add +2.2% 22,601 $9.5M
Austin Private Wealth, LLC 0.93% Add +0.6% 21,947 $9.4M
HBW Advisory Services LLC 1.38% Add +2.7% 21,894 $9.4M
Retirement Planning Group, LLC 0.51% Add +19.3% 21,871 $9.4M
Horizon Investment Services, LLC 4.02% Reduce -0.5% 21,847 $9.4M
Providence Wealth Advisors, LLC 6.95% Add +1.1% 21,921 $9.4M
Curbstone Financial Management Corp 2.01% Reduce -0.7% 21,800 $9.4M
Summit X, LLC 2.28% Reduce -9.1% 20,977 $9.4M
High Note Wealth, LLC 2.68% Add +0.4% 21,777 $9.4M
Halbert Hargrove Global Advisors, LLC 0.52% Reduce -0.0% 21,773 $9.4M
Lakeshore Financial Planning, Inc. 4.11% Add +3.3% 21,670 $9.3M
Ground Swell Capital, LLC 13.31% New 21,631 $9.3M
Allen Capital Group, LLC 1.18% Add +7.3% 21,630 $9.3M
Flynn Zito Capital Management, LLC 4.50% Reduce -0.1% 21,611 $9.3M
Solstein Capital, LLC 4.92% No change 21,581 $9.3M
McCarter Private Wealth Services LLC 5.87% — 21,577 $9.3M
Seaview Investment Managers LLC 2.79% Reduce -3.8% 21,562 $9.3M
Voya Financial Advisors, Inc. 1.00% Reduce -3.3% 21,656 $9.3M
Investment Partners, LTD. 3.86% Reduce -0.6% 21,528 $9.3M
O'Brien Greene & Co. Inc 2.88% Reduce -5.0% 21,512 $9.3M
Graphene Investments SAS 5.93% Reduce -24.3% 21,500 $9.3M
Tyler-Stone Wealth Management 1.75% Add +118.3% 21,479 $9.2M
Signet Investment Advisory Group, Inc. 4.62% Reduce -0.4% 21,445 $9.2M
Allegheny Financial Group 2.28% Add +5.5% 21,440 $9.2M
Schwerin Boyle Capital Management Inc. 0.97% Reduce -1.7% 21,435 $9.2M
Abacus Planning Group, Inc. 1.65% Add +15.3% 21,393 $9.2M
First County Bank 4.54% Add +6.1% 21,351 $9.2M
Lineweaver Wealth Advisors, LLC 1.74% Add +2.0% 21,255 $9.2M
Phoenix Wealth Advisors 4.25% Reduce -1.9% 21,270 $9.2M
Byrne Asset Management LLC 6.37% Reduce -0.7% 21,243 $9.1M
Alexander Labrunerie & Co., Inc. 4.24% Reduce -0.8% 21,238 $9.1M
Tempus Wealth Planning, LLC 3.35% Add +1.3% 21,230 $9.1M
Ami Investment Management Inc. 3.09% Add +1.0% 21,199 $9.1M
Castellan Group 3.84% Add +5.2% 21,154 $9.1M
Inspire Trust Co, N.A. 2.51% Add +18.0% 21,151 $9.1M
Aft, Forsyth & Sober, LLC 2.99% No change 21,150 $9.1M
Essex Investment Management Co. LLC 1.58% Reduce -7.8% 21,126 $9.1M
Unison Asset Management LLC 4.31% Reduce -0.1% 21,085 $9.1M
TTP Investments, Inc. 3.11% Add +8.9% 21,048 $9.1M
IMA Advisory Services, Inc. 1.97% New 21,045 $9.1M
First Community Trust NA 7.39% Reduce -0.3% 21,028 $9.0M
Cottage Street Advisors LLC 4.93% Reduce -1.9% 21,023 $9.0M
Alta Advisers Ltd 4.13% Add +1.4% 21,000 $9.0M
Sittner & Nelson, LLC 4.04% Reduce -0.3% 20,995 $9.0M
Gries Financial LLC 1.69% Add +6.7% 20,991 $9.0M
Royal Capital Wealth Management, LLC 6.38% Reduce -1.1% 20,985 $9.0M
TBH Global Asset Management, LLC 1.97% Add +0.1% 20,984 $9.0M
Mandatum Life Insurance Co Ltd 2.77% Reduce -12.9% 20,959 $9.0M
Fusion Capital, LLC 3.86% Reduce -0.0% 20,932 $9.0M
BOK Financial Private Wealth, Inc. 0.65% Add +0.6% 20,919 $9.0M
BRX Global LP 5.89% No change 20,900 $9.0M
Maxwell Wealth Strategies Inc. 3.82% Add +1.5% 21,849 $9.0M
EPG Wealth Management LLC 2.27% Add +0.0% 20,879 $9.0M
KG Capital Management 2.90% Add +4.6% 20,884 $9.0M
Wealth Advisors of Tampa Bay, LLC 3.75% Add +1.5% 20,873 $9.0M
FLC Capital Advisors 2.07% Add +2.8% 20,868 $9.0M
Wilkins Investment Counsel Inc. 1.24% Add +1.9% 20,840 $9.0M
Trust Investment Advisors 5.71% Reduce -6.4% 20,826 $9.0M
Alera Investment Advisors, LLC 1.05% Reduce -8.6% 20,801 $9.0M
Townsend Asset Management Corp. /NC/ 3.32% Add +0.3% 20,796 $8.9M
Wealth Management Associates, Inc. 3.93% Add +0.7% 20,792 $8.9M
Evolutionary Tree Capital Management, LLC 8.96% Reduce -2.1% 20,780 $8.9M
Bluespring Wealth Management, LLC 0.90% Reduce -0.8% 20,753 $8.9M
Trek Financial, LLC 0.67% Reduce -0.3% 20,704 $8.9M
SFE Investment Counsel 1.85% Add +12.4% 20,664 $8.9M
Abundance Wealth Counselors 1.84% New 20,615 $8.9M
Fruth Investment Management 2.30% Reduce -2.9% 20,607 $8.9M
Linden Thomas Advisory Services, LLC 1.21% Add +22.4% 20,595 $8.9M
Nordwand Advisors, LLC 2.37% Reduce -3.7% 20,588 $8.9M
Martin & Co. Inc. 2.08% Reduce -0.1% 20,567 $8.8M
Nikulski Financial, Inc. 2.65% Add +2.1% 20,546 $8.8M
Tradewinds Capital Management, LLC 2.36% Add +0.4% 20,541 $8.8M
LCM Capital Management Inc 5.08% Add +0.6% 20,528 $8.8M
JFS Wealth Advisors, LLC 0.59% Add +93.9% 20,506 $8.8M
RBA Wealth Management, LLC 3.40% Add +1.4% 20,505 $8.8M
First Pacific Financial 2.06% Reduce -1.3% 20,499 $8.8M
All Terrain Financial Advisors, LLC 3.38% Reduce -1.8% 20,494 $8.8M
Orleans Capital Management Corp. 5.00% Reduce -4.9% 20,470 $8.8M
SGL Investment Advisors, Inc. 4.59% — 20,632 $8.8M
Prosperity Wealth Management, Inc. 3.52% Add +6.3% 20,453 $8.8M
Prossimo Advisors, LLC 6.42% Add +0.4% 20,435 $8.8M
Family Legacy, Inc. 2.92% Add +0.1% 20,423 $8.8M
First Dallas Securities Inc. 3.67% Reduce -0.3% 20,381 $8.8M
Leelyn Smith, LLC 1.58% Reduce -0.3% 20,379 $8.8M
Mattson Financial Services, LLC 3.14% Reduce -0.7% 19,613 $8.8M
Drucker Wealth 3.0, LLC 2.11% Add +1.2% 20,370 $8.8M
Kwmg, LLC 0.88% Reduce -0.8% 20,368 $8.8M
Kolinsky Wealth Management, LLC 5.70% Add +4.6% 20,358 $8.8M
Windle Wealth, LLC 4.76% Add +3.8% 20,348 $8.8M
Private Portfolio Partners LLC 1.64% New 20,346 $8.8M
Hudson Canyon Capital Management 5.66% No change 20,345 $8.8M
Trivant Custom Portfolio Group, LLC 5.05% Add +2.0% 20,341 $8.8M
GUNN & Co INVESTMENT MANAGEMENT, INC. 6.01% Reduce -90.2% 20,311 $8.7M
Congress Park Capital LLC 3.24% Reduce -2.3% 20,300 $8.7M
Cascade Financial Partners, LLC 1.09% Reduce -0.0% 20,429 $8.7M
Security National Bank of So Dak 4.85% Reduce -0.7% 20,271 $8.7M
Capstone Financial Advisors, Inc. 0.54% Add +40.0% 20,257 $8.7M
RPg Family Wealth Advisory, LLC 2.81% Add +1.6% 20,229 $8.7M
Alaethes Wealth, LLC 3.21% Add +1.0% 20,225 $8.7M
Beacon Financial Group 0.95% Add +3.3% 20,185 $8.7M
Probity Advisors, Inc. 1.66% Reduce -2.4% 20,165 $8.7M
Sivia Capital Partners, LLC 5.12% Add +3.0% 20,159 $8.7M
Hengehold Capital Management LLC 0.82% Add +1.6% 20,051 $8.6M
Chase Investment Counsel Corp. 2.87% Reduce -34.9% 20,042 $8.6M
Kinsale Capital Group, Inc. 2.54% Add +14.7% 20,038 $8.6M
Okabena Investment Services Inc. 2.43% Reduce -11.4% 20,031 $8.6M
Adero Partners, LLC 0.57% Add +3.3% 20,017 $8.6M
Empirical Capital Management, LLC 6.01% New 20,000 $8.6M
Barbara Oil Co. 3.52% No change 20,000 $8.6M
Perseverance Asset Management International 0.99% Reduce -69.2% 20,000 $8.6M
Telemark Asset Management, LLC 0.87% Reduce -50.0% 20,000 $8.6M
Wealth Group, Ltd. 5.77% Add +1.5% 19,976 $8.6M
New Potomac Partners, LLC 4.41% Reduce -0.9% 19,965 $8.6M
Interchange Capital Partners, LLC 3.05% Reduce -1.4% 19,958 $8.6M
Dynasty Wealth Management, LLC 0.26% Reduce -23.2% 19,963 $8.6M
Sculati Wealth Management, LLC 3.44% Reduce -3.6% 19,942 $8.6M
Cornell Pochily Investment Advisors, Inc. 2.98% Add +1.6% 19,927 $8.6M
Central Valley Advisors, LLC 4.83% Reduce -0.4% 19,875 $8.6M
Fairhaven Wealth Management, LLC 2.62% Add +0.0% 19,876 $8.6M
Clarus Group, Inc. 3.61% Add +0.7% 19,875 $8.6M
Alcosta Capital Management, Inc. 5.11% Add +0.8% 19,857 $8.5M
Bender Robert & Associates 1.81% — 19,851 $8.5M
Raelipskie Partnership 4.16% Add +7.9% 19,850 $8.5M
GSG Advisors LLC 2.82% Add +4.3% 20,282 $8.5M
WealthPLAN Partners, LLC 1.15% Reduce -3.9% 19,826 $8.5M
Burford Brothers, Inc. 4.44% Reduce -0.2% 19,793 $8.5M
Autumn Glory Partners, LLC 3.27% Add +6.8% 19,760 $8.5M
Aft, Forsyth & Company, Inc. 4.19% Reduce -0.3% 19,770 $8.5M
Aurora Investment Managers, LLC. 5.45% Reduce -0.6% 19,764 $8.5M
PGIM Custom Harvest LLC 0.17% Add +5.3% 19,754 $8.5M
Signal Advisors Wealth, LLC 1.22% Add +911.9% 19,753 $8.5M
Alkeme Wealth, LLC 3.76% Add +0.1% 19,749 $8.5M
Sheets Smith Wealth Management 1.04% Reduce -6.0% 19,737 $8.5M
FSM Wealth Advisors, LLC 2.25% Add +6.8% 19,732 $8.5M
Commonwealth Financial Services, LLC 1.67% Add +0.9% 20,155 $8.5M
Bluesphere Advisors LLC 4.19% Add +1.8% 19,679 $8.5M
DeDora Capital, Inc. 2.36% Add +0.7% 19,671 $8.5M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.92% Add +10.1% 19,670 $8.5M
KLCM Advisors, Inc. 1.00% Add +18.6% 19,662 $8.5M
Brooks, Moore & Associates, Inc. 5.00% Reduce -0.5% 19,656 $8.5M
Agur Provident & Training Funds Management Ltd. 2.57% No change 21,722 $8.5M
Debussy Capital Management LP 2.45% Add +0.5% 19,632 $8.4M
Wealth Effects LLC 2.96% Reduce -1.5% 19,628 $8.4M
Slow Capital, Inc. 1.29% Reduce -2.8% 19,625 $8.4M
Carlson Capital Management 0.36% Add +1.2% 19,611 $8.4M
Ashford Capital Management Inc. 1.05% Reduce -5.8% 19,610 $8.4M
Wealth Alliance Advisory Group, LLC 1.77% Add +1.7% 19,547 $8.4M
Fairfield Financial Advisors, LTD 2.87% Add +0.1% 19,510 $8.4M
Spirit of America Management Corp. 1.67% No change 19,499 $8.4M
Lindenwold Advisors, INC 4.22% Add +1.0% 19,490 $8.4M
CYBER HORNET ETFs LLC 8.52% Add +0.1% 19,489 $8.4M
Silver Oak Securities, Incorporated 0.89% Add +26.6% 19,790 $8.4M
Keudell/Morrison Wealth Management 2.28% Reduce -4.5% 19,481 $8.4M
Boxwood Ventures, Inc. 12.97% No change 19,474 $8.4M
Cromwell Holdings LLC 5.38% Reduce -0.8% 19,468 $8.4M
Bouvel Investment Partners, LLC 3.15% Add +0.5% 19,467 $8.4M
Capital Insight Partners, LLC 1.46% Add +0.2% 19,445 $8.4M
Bangor Savings Bank 0.79% Add +0.7% 19,407 $8.4M
Spreng Capital Management, Inc. 3.99% Reduce -39.2% 19,383 $8.3M
Contravisory Investment Management, Inc. 1.78% Reduce -0.6% 19,341 $8.3M
Insight Advisors, LLC/ PA 1.45% Reduce -1.8% 19,292 $8.3M
Prosperity Financial Group, Inc. 4.66% Add +6.8% 19,284 $8.3M
Clarity Capital Partners LLC 4.90% Reduce -0.5% 19,278 $8.3M
Provenance Wealth Advisors, LLC 1.03% Add +2.8% 19,251 $8.3M
Advisor Resource Council 3.76% Add +23.0% 19,239 $8.3M
Grafton Street Partners Fund, LP 6.55% No change 19,194 $8.3M
Marino, Stram & Associates LLC 1.84% Reduce -0.0% 19,183 $8.3M
Arkfeld Wealth Strategies, L.L.C. 3.99% Add +4.2% 19,816 $8.2M
EagleClaw Capital Managment, LLC 1.38% Reduce -3.2% 19,154 $8.2M
Cumberland Advisors Inc. 3.27% Reduce -0.7% 19,145 $8.2M
Private Capital Management LLC 1.49% Add +10.5% 19,136 $8.2M
Buck Wealth Strategies, LLC 2.59% Reduce -9.8% 19,088 $8.2M
McBroom & Associates, LLC 5.02% Add +1.9% 19,078 $8.2M
HHM Wealth Advisors, LLC 1.16% Add +1.5% 19,077 $8.2M
MBL Wealth, LLC 0.88% Add +1.0% 19,041 $8.2M
Palmer Knight Co 3.60% Reduce -0.9% 19,023 $8.2M
NWK Group, Inc. 3.33% Add +1.6% 19,019 $8.2M
Core Wealth Partners LLC 4.96% Add +1.7% 19,013 $8.2M
Everpar Advisors LLC 4.23% Reduce -6.8% 19,005 $8.2M
1776 Wealth LLC 3.70% Reduce -5.9% 18,993 $8.2M
Arax Advisory Partners 0.73% Add +5.0% 18,991 $8.2M
Virtu Financial LLC 0.45% Reduce -69.8% 18,990 $8.2M
Stableford Capital II LLC 3.26% Add +41.6% 19,616 $8.2M
Peoples Bank 5.48% Reduce -0.4% 18,969 $8.2M
Howard Financial Services, LTD. 1.18% Add +21.3% 18,952 $8.2M
Mraz, Amerine & Associates, Inc. 1.47% No change 18,928 $8.1M
Pettee Investors, Inc. 3.96% Add +9.5% 18,914 $8.1M
Promethos Capital, LLC 2.89% No change 18,870 $8.1M
Arvin Capital Management LP 3.43% Add +19.6% 18,868 $8.1M
Mosaic Financial Group, LLC 5.76% Add +5.3% 18,856 $8.1M
Carl P. Sherr & Co., LLC 4.27% Reduce -0.6% 18,851 $8.1M
Partners Capital Investment Group, LLP 0.13% Reduce -6.2% 18,842 $8.1M
Berry Wealth Group, LP 5.81% Reduce -3.6% 18,833 $8.1M
Breakwater Capital Group 1.63% Add +2.4% 18,826 $8.1M
Vanderbilt University 1.50% Add +9.1% 18,798 $8.1M
My Legacy Advisors, LLC 3.19% Reduce -16.4% 18,783 $8.1M
Freedom Day Solutions, LLC 2.51% Add +12.4% 18,769 $8.1M
Bennett Selby Investments LP 3.39% Add +0.5% 18,757 $8.1M
Highview Capital Management LLC 3.27% Add +5.1% 18,714 $8.1M
Evermay Wealth Management LLC 1.29% Reduce -1.2% 18,706 $8.0M
Guinness Atkinson Asset Management Inc 3.91% Reduce -14.3% 18,701 $8.0M
Charles Schwab Trust Co 0.69% Reduce -5.7% 18,686 $8.0M
626 Financial, LLC 4.45% Reduce -3.2% 18,677 $8.0M
Beta Wealth Group, Inc. 3.62% Add +2.2% 18,657 $8.0M
Liberty Wealth Management LLC 1.36% Reduce -84.9% 18,627 $8.0M
Triasima Portfolio Management inc. 1.80% Add +8.2% 18,611 $8.0M
Walkner Condon Financial Advisors LLC 1.63% Add +4.9% 18,601 $8.0M
Hosking Partners LLP 0.31% Reduce -53.1% 18,596 $8.0M
Atwater Malick LLC 2.57% Add +4.0% 18,563 $8.0M
Berkeley, Inc 2.33% Add +103.5% 18,560 $8.0M
B & T Capital Management DBA Alpha Capital Management 1.50% Reduce -6.7% 18,559 $8.0M
Acropolis Investment Management, LLC 0.47% Add +0.5% 18,550 $8.0M
Northcape Wealth Management, LLC 2.61% Reduce -0.9% 18,546 $8.0M
Vectors Research Management, LLC 2.42% Reduce -1.1% 18,776 $8.0M
Scott Capital Advisors, LLC 2.26% Reduce -0.1% 18,541 $8.0M
Seven Eight Capital, LP 0.72% Add +172.7% 18,540 $8.0M
Madison Wealth Partners, Inc 2.36% Add +12.0% 18,523 $8.0M
Darden Wealth Group Inc 5.73% Add +0.5% 18,478 $8.0M
Riggs Asset Managment Co. Inc. 2.17% Reduce -0.7% 18,449 $7.9M
Sfm, LLC 5.95% Reduce -0.4% 18,446 $7.9M
MTM Investment Management, LLC 3.08% Reduce -2.0% 19,020 $7.9M
United Bank 3.65% Add +4.1% 18,378 $7.9M
First Business Financial Services, Inc. 0.79% Add +1.3% 18,335 $7.9M
Beaton Management Co. Inc. 3.99% Add +1.5% 18,328 $7.9M
Mechanics Financial Corp 3.45% Reduce -1.2% 18,298 $7.9M
Ahl Investment Management, Inc. 5.42% Reduce -0.7% 18,270 $7.9M
Thematics Asset Management 0.31% Reduce -0.3% 18,232 $7.8M
BSW Wealth Partners 1.18% Add +4.8% 18,223 $7.8M
Emerald Advisers, LLC 0.30% No change 18,200 $7.8M
Brown Capital Management LLC 0.17% Reduce -0.4% 18,174 $7.8M
Wharton Business Group, LLC 0.35% Add +0.9% 18,158 $7.8M
Helios Capital Management Pte. Ltd. 4.81% No change 18,125 $7.8M
Advisors Management Group Inc. 1.84% Add +0.5% 18,126 $7.8M
Cramer Rosenthal McGlynn LLC 0.43% Add +535.8% 18,113 $7.8M
Intrua Financial, LLC 1.27% Reduce -4.9% 18,096 $7.8M
Kowal Investment Group, LLC 1.43% Add +1.3% 18,083 $7.8M
Clearwater Capital Advisors, LLC 0.76% Add +126.3% 18,041 $7.8M
Creegan & Nassoura Financial Group, LLC 4.89% Reduce -0.6% 18,028 $7.8M
Emprise Bank 4.46% Reduce -3.1% 18,004 $7.7M
Kingdon Capital Management, L.L.C. 1.14% Reduce -10.0% 18,000 $7.7M
Intellectus Partners, LLC 1.99% Reduce -0.4% 17,991 $7.7M
Northwest Bank & Trust Co 5.88% Reduce -0.3% 17,964 $7.7M
WealthBridge Investment Counsel Inc. 2.74% Reduce -0.6% 17,953 $7.7M
Cape Ann Savings Bank 4.47% Add +0.5% 17,922 $7.7M
NWF Advisory Services Inc. 1.12% Add +0.8% 17,910 $7.7M
Aspen Investment Management Inc 3.59% Reduce -5.1% 17,892 $7.7M
Garrison Bradford & Associates Inc. 7.62% Add +2.0% 17,868 $7.7M
Lynch Asset Management, Inc. 3.23% No change 17,850 $7.7M
Beaumont Asset Management, L.L.C. 4.46% Add +0.6% 17,826 $7.7M
Old Mission Investment Co LLC 2.35% Add +1.2% 17,823 $7.7M
Aristides Capital LLC 3.18% No change 17,810 $7.7M
Freemont Management S.A. 4.00% No change 17,800 $7.7M
Peninsula Asset Management Inc. 3.86% Reduce -1.2% 17,794 $7.7M
JSF Financial, LLC 2.23% Add +1.0% 17,787 $7.7M
Blue Zone Wealth Advisors, LLC 2.38% Add +2.6% 17,784 $7.7M
Elyxium Wealth, LLC 4.21% — 17,764 $7.6M
Atlas Private Wealth Advisors 1.11% Add +3.5% 17,755 $7.6M
Ranch Capital Advisors Inc. 3.60% Reduce -1.1% 17,731 $7.6M
Matisse Capital 3.71% Add +0.0% 17,722 $7.6M
a16z Perennial Management, L.P. 0.94% Reduce -11.5% 17,712 $7.6M
Tower View Wealth Management LLC 4.17% Add +0.6% 17,690 $7.6M
First Financial Corp. 3.62% Add +1.7% 17,642 $7.6M
American Trust Investment Advisors, LLC 3.10% Add +1.6% 17,598 $7.6M
Bank of Marin 6.11% Reduce -0.1% 17,580 $7.6M
Scissortail Wealth Management, LLC 1.83% Reduce -97.5% 429 $7.6M
Bank of Stockton 2.28% Reduce -2.8% 17,539 $7.5M
US Asset Management LLC 6.66% Reduce -0.9% 17,735 $7.5M
Capital Advisors, Ltd. LLC 0.94% Reduce -0.4% 17,524 $7.5M
WD Rutherford LLC 3.68% Reduce -0.3% 17,488 $7.5M
Madison Park Capital Advisors, LLC 5.64% Reduce -0.7% 17,485 $7.5M
Grey Ledge Advisors, LLC 1.92% Add +4.7% 17,479 $7.5M
Bull Street Advisors, LLC 3.49% Reduce -2.4% 17,477 $7.5M
Northwest Financial Advisors 5.98% Reduce -1.8% 17,450 $7.5M
First United Bank & Trust 2.70% Reduce -6.2% 17,438 $7.5M
Ewa, LLC 2.68% Add +11.8% 17,576 $7.5M
Coppell Advisory Solutions LLC 1.10% Reduce -7.6% 17,493 $7.5M
Houlihan Financial Resource Group, Ltd. 3.09% New 17,362 $7.5M
Baker Tilly Wealth Management, LLC 3.30% Reduce -15.9% 17,315 $7.5M
Socorro Asset Management LP 2.93% Reduce -9.6% 17,305 $7.4M
ICONIQ Capital, LLC 0.16% Add +134.8% 17,277 $7.4M
Corundum Group, Inc. 3.39% Reduce -9.5% 17,275 $7.4M
Palo Alto Wealth Advisors, LLC 3.08% Reduce -20.9% 17,747 $7.4M
Jackson, Grant Investment Advisers, Inc. 2.77% Add +0.1% 17,213 $7.4M
Coastal Bridge Advisors, LLC 1.83% Add +1.1% 17,203 $7.4M
Lifeworks Advisors, LLC 1.45% Reduce -3.7% 17,193 $7.4M
Strengthening Families & Communities, LLC 1.89% Add +3.2% 17,166 $7.4M
Shayne & Jacobs, LLC 1.85% No change 17,163 $7.4M
Sitrin Capital Management LLC 3.69% Add +3.5% 17,162 $7.4M
Bank & Trust Co 6.00% Reduce -1.5% 17,160 $7.4M
McGowan Group Asset Management, Inc. 0.99% Add +2.0% 17,153 $7.4M
Convergence Investment Partners, LLC 1.99% Reduce -38.3% 17,129 $7.4M
Orrstown Financial Services Inc. 2.18% Add +130.2% 17,116 $7.4M
Gateway Advisory, LLC 1.19% Reduce -13.8% 17,106 $7.4M
Lee Financial Co 1.04% Add +6.3% 17,088 $7.4M
Union Savings Bank 3.60% Reduce -0.5% 17,080 $7.3M
Addison Capital Co 2.96% Add +0.2% 17,077 $7.3M
NCM Capital Management, LLC 3.52% Add +0.0% 17,057 $7.3M
Laidlaw Wealth Management LLC 3.63% Reduce -1.3% 17,046 $7.3M
CWS Financial Advisors, LLC 2.59% Reduce -0.0% 17,011 $7.3M
Monetta Financial Services Inc. 6.23% No change 17,000 $7.3M
Peloton Wealth Strategists 2.95% Reduce -3.1% 16,952 $7.3M
ROI Financial Advisors, LLC 5.04% Add +2.0% 16,949 $7.3M
Sound Income Strategies, LLC 0.47% Add +6.8% 16,915 $7.3M
Ramirez Asset Management, Inc. 1.39% Add +0.1% 16,878 $7.3M
Centurion Wealth Management LLC 2.32% — 16,877 $7.3M
Sterling Investment Counsel, LLC 2.59% Add +9.0% 16,876 $7.3M
North Point Portfolio Managers Corp. 1.16% Add +220.4% 16,855 $7.3M
Wealth Dimensions Group, Ltd. 1.84% Add +3.9% 16,846 $7.2M
GenTrust, LLC 0.35% Add +51.6% 16,838 $7.2M
City of London Investment Management Co. Ltd. 0.63% Add +102.4% 16,834 $7.2M
Herbst Group, LLC 4.48% Reduce -2.5% 16,810 $7.2M
Trinity Legacy Partners, LLC 1.86% Reduce -0.8% 17,253 $7.2M
Optimum Investment Advisors 3.12% Reduce -3.3% 16,795 $7.2M
Duncan Williams Asset Management, LLC 3.98% Add +9.6% 16,784 $7.2M
Addison Advisors LLC 2.01% Add +0.8% 16,774 $7.2M
Summit Asset Management, LLC 0.82% Add +4.6% 16,767 $7.2M
Palogic Value Management, L.P. 2.93% Reduce -1.5% 16,740 $7.2M
Modus Advisors, LLC 2.37% Add +9.3% 16,731 $7.2M
Steamboat Capital Partners, LLC 2.28% Reduce -2.0% 16,730 $7.2M
RiverPark Advisors, LLC 5.87% Add +1.8% 16,703 $7.2M
Canton Hathaway, LLC 1.79% No change 16,661 $7.2M
Norway Savings Bank 3.88% Add +0.6% 16,623 $7.2M
Park Place Capital Corp 2.05% Add +1.1% 16,604 $7.1M
Amitell Capital Pte Ltd 5.35% Add +204.7% 16,596 $7.1M
Boltwood Capital Management 2.12% Add +1.8% 16,592 $7.1M
Graybill Wealth Management, LTD. 2.64% Add +2.1% 16,583 $7.1M
Tiff Advisory Services, LLC 2.37% Add +3.7% 16,570 $7.1M
Millennium Capital Advisors, LLC 4.65% Reduce -4.1% 16,528 $7.1M
Wellspring Financial Advisors, LLC 0.85% Add +1029.2% 150,289 $7.1M
Adams Wealth Management 1.52% Reduce -3.2% 16,511 $7.1M
CacheTech Inc. 1.52% Reduce -3.2% 16,511 $7.1M
KP Management LLC 2.50% Reduce -44.1% 16,500 $7.1M
Chemistry Wealth Management LLC 1.70% Add +2.3% 16,500 $7.1M
New Century Financial Group, LLC 2.60% Add +11.3% 16,491 $7.1M
Summit Place Financial Advisors, LLC 3.95% Reduce -6.0% 16,471 $7.1M
Verity Asset Management, Inc. 2.67% Reduce -2.6% 16,454 $7.1M
Bell & Brown Wealth Advisors, LLC 2.77% Reduce -0.9% 16,458 $7.1M
Security National Bank of Sioux City Iowa 4.31% Add +0.8% 16,397 $7.1M
Ayalon Insurance Comp Ltd. 2.20% Reduce -0.2% 16,390 $7.1M
Eley Financial Management, Inc 2.84% Reduce -1.7% 16,384 $7.1M
Cox Capital Mgt LLC 4.22% Reduce -0.3% 16,380 $7.0M
Aprio Wealth Management, LLC 1.13% Reduce -1.5% 16,362 $7.0M
Lummis Asset Management, LP 8.21% Add +23.3% 16,339 $7.0M
GS Investments, Inc. 3.12% Add +0.1% 16,313 $7.0M
Dark Forest Capital Management LP 0.90% Add +1001.8% 16,307 $7.0M
Stolper Co 2.29% Reduce -0.3% 16,300 $7.0M
Amarillo National Bank 1.28% Add +2.1% 16,294 $7.0M
MRA Advisory Group 3.83% Reduce -5.2% 16,292 $7.0M
Ridgecrest Wealth Partners, LLC 3.65% Add +4.3% 16,284 $7.0M
Essex LLC 1.44% Reduce -0.8% 16,278 $7.0M
McAdam, LLC 0.39% Add +8.9% 16,273 $7.0M
Palumbo Wealth Management LLC 2.72% Add +8.0% 16,270 $7.0M
Transamerica Financial Advisors, LLC 0.68% Reduce -7.9% 16,264 $7.0M
Optimist Retirement Group LLC 3.15% Add +187.7% 16,219 $7.0M
Consolidated Portfolio Review Corp 1.56% Reduce -27.2% 16,211 $7.0M
S.A. Mason LLC 3.70% Add +0.3% 16,197 $7.0M
Aperture Investors, LLC 0.88% Reduce -2.4% 16,190 $7.0M
3Chopt Investment Partners, LLC 2.49% Add +0.3% 16,168 $7.0M
Strategic Financial Services, Inc. 0.41% Add +1.5% 16,158 $7.0M
SkyOak Wealth, LLC 1.54% Add +3.1% 16,147 $6.9M
Financial Management Network Inc. 1.46% Add +1.3% 16,697 $6.9M
HBC Financial Services, PLLC 4.21% Add +0.2% 16,035 $6.9M
Kerrisdale Advisers, LLC 2.36% Add +10.0% 16,115 $6.9M
Morgens Waterfall Vintiadis & Co. Inc. 5.36% No change 16,100 $6.9M
Pflug Koory, LLC 0.46% — 16,086 $6.9M
Marest Capital, LLC 5.85% Reduce -0.4% 16,068 $6.9M
MSH Capital Advisors LLC 2.11% Add +1.0% 16,049 $6.9M
Hazlett, Burt & Watson, Inc. 3.18% Reduce -0.2% 16,037 $6.9M
Gray Wealth Management Inc. 2.72% Add +1.5% 16,035 $6.9M
Garrison Point Advisors, LLC 4.27% Reduce -1.0% 16,026 $6.9M
1858 Wealth Management, LLC 5.67% Add +5.0% 16,025 $6.9M
Noesis Capital Mangement Corp. 1.37% Add +2.0% 16,025 $6.9M
Widmann Financial Services, Inc. 5.22% Reduce -3.7% 16,023 $6.9M
Banco de Sabadell, S.A 5.17% Reduce -0.9% 16,016 $6.9M
Wealth Architects, LLC 0.78% Reduce -1.3% 16,016 $6.9M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 4.37% Add +10.7% 16,010 $6.9M
Opinicus Capital, Inc. 5.51% Add +0.5% 16,003 $6.9M
Diversified, LLC 0.76% Add +1.1% 16,003 $6.9M
Diversified Enterprises, LLC 0.76% — 16,003 $6.9M
Cohen Investment Advisors LLC 4.21% Reduce -9.1% 15,996 $6.9M
Acorn Wealth Advisors, LLC 2.95% Add +1.7% 15,982 $6.9M
Dillon & Associates Inc. 0.97% Reduce -1.0% 15,961 $6.9M
Elevated Capital Advisors, LLC 1.82% Add +38.3% 15,927 $6.9M
Gratus Wealth Advisors, LLC 1.12% Add +15.6% 16,726 $6.8M
Global Financial Private Client, LLC 2.67% Add +5.5% 15,903 $6.8M
waypoint wealth counsel 4.63% Add +4.6% 15,894 $6.8M
Capital Advantage, Inc. 1.31% Reduce -1.0% 15,873 $6.8M
Sugarloaf Wealth Management, LLC 1.15% Add +1.4% 15,871 $6.8M
Ballast, Inc. 1.94% Reduce -0.7% 15,858 $6.8M
CM Wealth Advisors LLC 2.21% Add +28.0% 15,849 $6.8M
Seldon Capital LP 3.84% No change 15,834 $6.8M
Patrick Mauro Investment Advisor, INC. 3.59% Add +72.5% 15,825 $6.8M
Cantor Fitzgerald Investment Advisors L.P. 0.46% Add +21.1% 15,815 $6.8M
Mitchell & Pahl Private Wealth, LLC 3.17% Add +8.6% 15,800 $6.8M
Lazari Capital Management, Inc. 2.91% Add +4.7% 15,793 $6.8M
Atticus Wealth Management, LLC 2.18% Add +0.4% 15,788 $6.8M
United Community Bank 2.65% Reduce -10.5% 15,777 $6.8M
Centric Wealth Management 1.80% Add +0.7% 16,156 $6.8M
OneAscent Financial Services LLC 4.88% New 15,775 $6.8M
Legato Capital Management LLC 0.84% No change 15,746 $6.8M
Mathes Company, Inc. 2.41% Reduce -10.9% 15,739 $6.8M
Watchman Group, Inc. 1.77% Add +0.3% 15,736 $6.8M
Peterson Wealth Services 2.16% Reduce -4.4% 15,736 $6.8M
Kampmann Melissa S. 4.78% Reduce -0.2% 15,720 $6.8M
Curated Wealth Partners LLC 0.86% Add +1.4% 15,710 $6.8M
Maia Wealth LLC 1.67% Add +12.2% 15,900 $6.8M
Harbor Advisory Corp. 2.20% Add +1.6% 15,692 $6.8M
Corecam Pte. Ltd. 4.42% Add +694.4% 15,690 $6.8M
Amica Retiree Medical Trust 5.60% — 15,680 $6.7M
Sierra Capital LLC 0.80% Add +32.9% 15,673 $6.7M
Waterfront Wealth Inc. 1.65% Add +7.5% 15,718 $6.7M
Financial Avengers, Inc. 3.32% Add +1.3% 15,667 $6.7M
Concentrum Wealth Management 2.62% Add +4.0% 15,657 $6.7M
Eaton Financial Holdings Company, LLC 2.73% — 15,611 $6.7M
Empirical Asset Management, LLC 2.39% Add +0.7% 121,747 $6.7M
Convergence Financial, LLC 1.42% Reduce -3.0% 15,565 $6.7M
Truvestments Capital LLC 1.79% Add +71.0% 15,555 $6.7M
Sweeney & Michel, LLC 2.64% Add +0.2% 15,990 $6.7M
Sweet Financial Partners, LLC 1.45% Reduce -1.3% 15,536 $6.7M
W Advisors, LLC 4.12% Add +2.3% 15,533 $6.7M
Aviso Wealth Management 3.62% Reduce -0.1% 15,528 $6.7M
Viawealth, LLC 3.89% Add +4.1% 15,520 $6.7M
Colton Groome Financial Advisors, LLC 2.50% Add +5.2% 15,517 $6.7M
Stiles Financial Services Inc 2.35% Add +2.5% 15,501 $6.7M
Mitsubishi UFJ Asset Management (UK) Ltd. 3.44% Reduce -24.4% 15,500 $6.7M
Prairie Sky Financial Group LLC 3.79% Reduce -1.9% 15,498 $6.7M
Realta Investment Advisors 3.07% Reduce -57.3% 15,901 $6.7M
Cordgrass Capital Advisors, LLC 1.93% Reduce -2.6% 15,488 $6.7M
Altus Wealth Group LLC 2.84% Add +31.2% 15,458 $6.7M
Physician Wealth Advisors, Inc. 1.20% Add +0.7% 15,880 $6.6M
Citadel Investment Advisory, Inc. 3.50% Add +3.4% 15,444 $6.6M
Schwarz Dygos Wheeler Investment Advisors LLC 1.66% Reduce -1.1% 15,440 $6.6M
Am Investment Strategies LLC 1.61% Reduce -0.6% 15,417 $6.6M
ICW Investment Advisors LLC 2.76% Reduce -0.3% 15,412 $6.6M
Point Windward Advisors Inc. 2.51% Add +2.9% 15,409 $6.6M
Legacy CG, LLC 2.17% Add +0.4% 15,407 $6.6M
St. Johns Investment Management Company, LLC 3.11% Reduce -10.6% 15,363 $6.6M
Saxon Interests, Inc. 3.01% Add +6.9% 15,352 $6.6M
Weaver Consulting Group 2.10% Add +1.5% 15,333 $6.6M
Regency Capital Management Inc.\DE 3.62% Add +0.3% 15,328 $6.6M
Cloverfields Capital Group, LP 2.13% Reduce -7.6% 15,287 $6.6M
C2C Wealth Management, LLC 6.13% Reduce -0.3% 16,187 $6.6M
Quantum Financial Advisors, LLC 1.03% Add +12.8% 15,286 $6.6M
Legal Advantage Investments, Inc. 3.61% Reduce -0.7% 15,265 $6.6M
Trust Co of the South 1.39% Add +6.7% 15,264 $6.6M
First Heartland Consultants, Inc. 0.71% Reduce -0.6% 15,257 $6.6M
Consilium Wealth Advisory, LLC 3.58% Add +2.9% 15,251 $6.6M
Global Trust Asset Management, LLC 2.43% Add +8.4% 15,245 $6.6M
DORCHESTER WEALTH MANAGEMENT Co 1.20% Reduce -28.9% 15,241 $6.6M
Worth Financial Advisory Group, LLC 3.85% Add +7.5% 15,209 $6.5M
Red Lighthouse Investment Management, LLC 2.56% Reduce -0.1% 15,202 $6.5M
Redhawk Wealth Advisors, Inc. 0.93% Reduce -5.7% 15,202 $6.5M
Pineridge Advisors LLC 2.47% Reduce -2.3% 15,192 $6.5M
Home Federal Bank of Tennessee 1.87% Add +0.5% 15,191 $6.5M
Dohj, LLC 1.52% Reduce -6.2% 15,668 $6.5M
Hixon Zuercher, LLC 2.56% Reduce -10.4% 15,187 $6.5M
TFB Advisors LLC 1.94% Add +0.5% 15,180 $6.5M
SC&H Financial Advisors, Inc. 1.43% Add +2.7% 15,164 $6.5M
Altman Advisors, Inc. 2.90% Add +0.3% 15,151 $6.5M
Andrew Hill Investment Advisors, Inc. 4.88% Reduce -15.8% 15,141 $6.5M
Global Endowment Management, LP 0.66% Add +6.5% 15,138 $6.5M
Game Plan Financial Advisors, LLC 3.47% Add +6.9% 15,138 $6.5M
LBMC Investment Advisors, LLC 0.51% Add +0.1% 15,131 $6.5M
Foster Group, Inc. 0.24% Reduce -33.1% 15,124 $6.5M
Investors Asset Management of Georgia Inc. /Ga/ 3.07% Reduce -0.2% 15,119 $6.5M
W.H. Cornerstone Investments Inc. 4.39% Reduce -1.2% 15,118 $6.5M
Aerodigm Wealth, LLC 4.11% Reduce -7.6% 15,115 $6.5M
Concorde Financial Corp 3.83% Reduce -0.8% 15,113 $6.5M
Hillsdale Investment Management Inc. 0.50% Add +36.7% 15,108 $6.5M
Evergreen Private Wealth LLC 3.01% Add +1.5% 15,094 $6.5M
Ables, Iannone, Moore & Associates, Inc. 4.19% Add +4.2% 15,088 $6.5M
Marion Wealth Management 1.73% Add +2.8% 15,083 $6.5M
Second Line Capital, LLC 1.77% Add +6.3% 15,080 $6.5M
TFC Financial Management, Inc. 1.03% Add +5.8% 15,074 $6.5M
Financial Advisors, LLC 1.23% Add +0.1% 15,056 $6.5M
Earned Wealth Advisors, LLC 1.97% Add +9.7% 15,053 $6.5M
Adams Asset Advisors, LLC 0.87% No change 15,032 $6.5M
Center For Asset Management LLC 3.86% Add +1.9% 15,029 $6.5M
Sunpointe, LLC 5.32% Add +5.7% 15,028 $6.5M
Werlinich Asset Management, LLC 3.75% No change 15,000 $6.5M
LexAurum Advisors, LLC 1.43% Add +1.2% 14,999 $6.5M
Granite Group Advisors, LLC 4.15% Reduce -1.1% 14,998 $6.5M
Arbor Trust Wealth Advisors, LLC 3.39% No change 14,436 $6.5M
Berkeley Capital Partners, LLC 1.84% Add +4.4% 14,984 $6.4M
Harel Insurance Investments & Financial Services Ltd. 0.11% Reduce -2.8% 14,985 $6.4M
Crescent Grove Advisors, LLC 0.66% Reduce -5.0% 14,980 $6.4M
Wittenberg Investment Management, Inc. 2.08% Reduce -1.6% 14,949 $6.4M
AllGen Financial Advisors, Inc. 2.09% Add +7.1% 14,932 $6.4M
Bay Rivers Group 3.19% Add +1.9% 14,920 $6.4M
Owen LaRue, LLC 3.40% Reduce -1.6% 14,897 $6.4M
Alpine Bank Wealth Management 1.02% — 14,882 $6.4M
Seven Mile Advisory 4.22% Add +9.0% 14,823 $6.4M
Shilanski & Associates, Inc. 2.07% Reduce -2.0% 14,814 $6.4M
Sage Rhino Capital LLC 1.41% Add +0.3% 14,801 $6.4M
Onyx Bridge Wealth Group LLC 0.96% Add +1.2% 14,774 $6.4M
Harvey Investment Co. LLC 0.72% No change 14,764 $6.4M
Barr E S & Co. 0.40% Add +1.5% 14,742 $6.3M
Gradient Capital Advisors, LLC 2.10% Reduce -2.6% 14,731 $6.3M
NewSquare Capital LLC 0.50% Add +6.4% 14,705 $6.3M
Quadrant Private Wealth Management, LLC 1.57% Reduce -2.9% 14,699 $6.3M
Stanley Capital Management, LLC 1.23% No change 14,695 $6.3M
Atlas Capital Advisors Inc. 0.97% Reduce -73.5% 14,689 $6.3M
Waddell & Associates, LLC 0.77% Add +1.8% 14,668 $6.3M
BIP Wealth, LLC 0.43% Add +17.1% 14,638 $6.3M
Long Run Wealth Advisors, LLC 1.48% Reduce -0.2% 14,629 $6.3M
Integris Wealth Management, LLC 1.76% Add +0.7% 14,625 $6.3M
WP Advisors, LLC 2.30% Reduce -10.1% 14,617 $6.3M
Invst, LLC 0.76% Reduce -5.1% 14,600 $6.3M
Alta Fox Capital Management, LLC 3.21% No change 14,600 $6.3M
Smith Anglin Financial, LLC 0.60% Add +11.3% 14,586 $6.3M
Morton Community Bank 1.64% Reduce -0.9% 14,579 $6.3M
Connective Capital Management, LLC 5.82% Add +3.9% 15,420 $6.3M
AA Financial Advisors, LLC 1.81% Add +3.4% 14,546 $6.3M
Certified Advisory Corp 0.69% Add +4.6% 14,540 $6.3M
Traveka Wealth, LLC 3.17% Add +0.9% 14,514 $6.2M
Clearline Capital LP 0.55% New 14,500 $6.2M
Hartford Funds Management Co LLC 0.58% Add +3.3% 14,465 $6.2M
Fiduciary Family Office, LLC 2.05% Add +10.0% 14,463 $6.2M
WNY Asset Management, LLC 0.73% Reduce -6.5% 14,460 $6.2M
Jmac Enterprises LLC 0.99% Reduce -0.8% 14,444 $6.2M
Gsa Capital Partners LLP 0.47% Add +81.9% 14,424 $6.2M
Pinnacle Wealth Management Group, Inc. 3.92% Reduce -0.3% 14,422 $6.2M
Compass Ion Advisors, LLC 0.76% Reduce -0.6% 14,420 $6.2M
Cape Investment Advisory, Inc. 2.51% Add +1.3% 14,404 $6.2M
S&T Bank 1.63% Reduce -20.5% 14,404 $6.2M
Creative Financial Designs Inc. 0.52% Add +2.2% 14,403 $6.2M
Mirabella Financial Services LLP 0.35% Add +43.5% 14,699 $6.2M
Dempze Nancy E 3.45% Reduce -2.1% 14,380 $6.2M
Sovereign Financial Group, Inc. 1.45% Reduce -3.1% 14,378 $6.2M
Comprehensive Financial Consultants Institutional, Inc. 2.26% Reduce -1.8% 14,377 $6.2M
Steele Capital Management, Inc. 0.32% Reduce -0.5% 14,360 $6.2M
Gilman Hill Asset Management, LLC 1.03% Reduce -1.9% 14,355 $6.2M
Bienville Capital Management, LLC 1.60% Reduce -18.1% 14,355 $6.2M
Osprey Private Wealth LLC 4.33% — 14,350 $6.2M
Centennial Bank 2.83% Reduce -6.2% 14,342 $6.2M
Bowman & Co S.C. 3.26% Reduce -0.5% 14,328 $6.2M
Fullcircle Wealth LLC 2.77% Add +2.3% 14,458 $6.2M
Reik & Co., LLC 1.47% Reduce -0.0% 14,330 $6.2M
SPX Gestao de Recursos Ltda 0.82% New 14,300 $6.2M
Veracity Capital LLC 2.35% Add +4.7% 14,296 $6.2M
Thornburg Investment Management Inc. 0.08% Add +1.9% 14,288 $6.1M
Old North State Trust, LLC 5.00% Add +15.3% 14,282 $6.1M
Port Capital LLC 0.28% Reduce -0.3% 14,262 $6.1M
Clay Northam Wealth Management, LLC 4.22% Add +0.2% 14,240 $6.1M
O'ROURKE & COMPANY, Inc 3.07% Add +2.9% 14,236 $6.1M
Vista Investment Partners LLC 1.96% Reduce -6.3% 14,227 $6.1M
Trilogy Capital Inc. 0.31% Add +4.7% 14,209 $6.1M
Somerset Group LLC 5.63% Reduce -7.2% 14,199 $6.1M
ABLE Financial Group, LLC 1.88% Add +1.5% 14,163 $6.1M
Semmax Financial Advisors Inc. 1.67% Add +4.7% 14,401 $6.1M
Powers Advisory Group, LLC 3.04% Reduce -0.1% 14,153 $6.1M
Athena Investment Management 3.47% Reduce -0.2% 14,144 $6.1M
Madden Advisory Services, Inc. 2.79% Reduce -0.2% 14,132 $6.1M
ORBA Wealth Advisors, L.L.C. 3.07% Add +0.2% 14,121 $6.1M
Reliant Investment Management, LLC 2.85% Add +6.3% 14,095 $6.1M
Cetera Trust Company, N.A 3.71% Reduce -3.3% 14,087 $6.1M
Angeles Investment Advisors, LLC 0.31% Reduce -5.5% 14,077 $6.1M
Hourglass Capital, LLC 1.68% Reduce -2.4% 14,053 $6.0M
Prospect Capital Advisors, LLC 2.73% Add +3.3% 14,045 $6.0M
Monterey Private Wealth, Inc. 2.06% Add +0.0% 14,044 $6.0M
Oak Family Advisors, LLC 2.18% Reduce -0.5% 14,039 $6.0M
Brass Tax Wealth Management, Inc. 1.29% Add +7.0% 13,964 $6.0M
WJ Wealth Management, LLC 2.12% Reduce -10.1% 13,964 $6.0M
Seeds Investor LLC 2.25% Add +0.7% 13,961 $6.0M
CFS Investment Advisory Services, LLC 0.50% Reduce -49.8% 13,954 $6.0M
Lodestone Wealth Management LLC 3.00% Reduce -2.5% 13,949 $6.0M
Jeppson Wealth Management, LLC 2.15% Reduce -0.9% 13,945 $6.0M
North Ridge Wealth Advisors, Inc. 4.07% Add +27.5% 13,907 $6.0M
HMS Capital Management, LLC 2.93% Reduce -0.1% 13,878 $6.0M
Schear Investment Advisers, LLC 3.69% Add +9.6% 13,869 $6.0M
Gateway Wealth Partners, LLC 1.64% Add +2.4% 13,868 $6.0M
McGlone Suttner Wealth Management, Inc. 1.24% Reduce -4.9% 13,860 $6.0M
Ironwood Financial, llc 1.25% Add +9.5% 13,858 $6.0M
Aveo Capital Partners, LLC 0.63% Reduce -22.4% 13,809 $5.9M
Zimmer Partners, LP 0.11% Add +22.1% 13,800 $5.9M
Waypoint Capital Advisors, LLC 1.26% Add +4.3% 13,789 $5.9M
Sloy Dahl & Holst, LLC 1.01% Add +5.3% 13,784 $5.9M
Greenline Partners, LLC 0.85% No change 13,768 $5.9M
Shoker Investment Counsel, Inc. 1.99% Reduce -1.9% 13,746 $5.9M
LifeSteps Financial, Inc. 4.62% Add +0.9% 13,738 $5.9M
Meridian Financial Partners LLC 2.98% Add +2.5% 13,712 $5.9M
Crystal Rock Capital Management 3.48% Add +8.8% 13,705 $5.9M
Lokken Investment Group LLC 2.45% Add +3.3% 13,661 $5.9M
Red Spruce Capital, LLC 2.67% Reduce -3.5% 13,659 $5.9M
Gibbs Wealth Management 1.90% Reduce -0.6% 13,645 $5.9M
Sanders Morris Harris LLC 0.97% Add +0.7% 13,643 $5.9M
Prosperitas Financial LLC 3.16% Add +24.9% 13,637 $5.9M
Kennebec Savings Bank 5.80% — 13,633 $5.9M
Grant/GrossMendelsohn, LLC 2.53% Reduce -0.0% 13,631 $5.9M
Montz Harcus Wealth Management LLC 3.43% Add +1.0% 13,627 $5.9M
Redwood Investments, LLC 1.74% Reduce -5.2% 13,623 $5.9M
Traphagen Investment Advisors LLC 0.59% Add +3.6% 13,620 $5.9M
Trueblood Wealth Management, LLC 2.94% Reduce -1.5% 13,618 $5.9M
Eagle Bay Advisors LLC 2.25% Reduce -0.3% 13,615 $5.9M
Fernwood Investment Management, LLC 1.91% Reduce -6.8% 13,576 $5.8M
Viewpoint Capital Management LLC 3.26% Add +0.0% 13,638 $5.8M
First National Bank of Hutchinson 3.77% Reduce -6.1% 13,549 $5.8M
Gemmer Asset Management LLC 0.58% Add +0.3% 13,545 $5.8M
Financial Advisory Partners, LLC 1.93% Add +1.7% 13,532 $5.8M
Bond & Devick Financial Network, Inc. 2.49% Reduce -0.4% 13,524 $5.8M
Garden State Investment Advisory Services LLC 1.86% Add +4.6% 13,488 $5.8M
Prudent Man Advisors, LLC 1.94% Reduce -6.8% 13,490 $5.8M
New Republic Capital, LLC 3.33% Reduce -10.2% 13,486 $5.8M
Cabot Wealth Management Inc. 0.72% Add +1.0% 13,472 $5.8M
High Net Worth Advisory Group LLC 1.62% Add +4.6% 13,470 $5.8M
Florida Financial Advisors, LLC 2.99% Reduce -1.6% 23,624 $5.8M
Trustco Bank Corp. N Y 5.82% Reduce -1.9% 13,462 $5.8M
Orser Capital Management, LLC 4.14% Reduce -0.5% 13,459 $5.8M
Legacy Capital Group California, Inc. 1.93% Add +14.1% 13,456 $5.8M
Montgomery Investment Management Inc. 2.10% Add +0.7% 13,455 $5.8M
Silphium Asset Management Ltd 2.08% No change 13,453 $5.8M
Hubbell Strickland Wealth Management, LLC 2.71% Reduce -0.5% 13,440 $5.8M
American State Bank (Iowa) 3.51% Reduce -0.9% 13,436 $5.8M
Lane & Associates LLC 3.15% Reduce -8.6% 13,431 $5.8M
One Wealth Advisors, LLC 0.89% Add +0.3% 13,423 $5.8M
Crescent Park Management, L.P. 2.52% Reduce -20.0% 13,415 $5.8M
Harfst & Associates, Inc. 1.30% Reduce -0.8% 13,410 $5.8M
Compass Wealth Management LLC 1.36% Add +1.4% 13,386 $5.8M
AXS Investments LLC 1.54% Reduce -13.1% 13,378 $5.8M
Etesian Wealth Advisors, Inc. 2.61% Add +28.5% 13,375 $5.8M
Jacobsen Capital Management 2.42% Reduce -2.1% 13,361 $5.7M
Blue Investment Partners LLC 2.37% No change 13,361 $5.7M
GraniteShares Advisors LLC 3.89% Add +2.3% 13,351 $5.7M
Taylor & Morgan Wealth Management, LLC 3.85% Reduce -2.6% 13,332 $5.7M
Western Pacific Wealth Management, LP 3.81% Add +1.7% 13,327 $5.7M
Benchmark Investment Advisors LLC 4.08% Add +0.7% 13,321 $5.7M
Guardian Asset Advisors, LLC 3.89% Add +1.4% 13,305 $5.7M
Jefferies Financial Group Inc. 0.10% Reduce -51.0% 13,309 $5.7M
Murphy, Middleton, Hinkle & Parker, Inc. 3.09% Add +4.6% 13,306 $5.7M
Private Harbour Investment Management & Counsel, LLC 6.03% Reduce -6.3% 13,299 $5.7M
Naples Money Management LLC 4.84% Reduce -1.3% 13,297 $5.7M
Wealthspan Partners, LLC 2.82% Add +0.1% 13,294 $5.7M
Atlantic Edge Private Wealth Management, LLC 1.74% Add +1.2% 13,280 $5.7M
Roof Eidam Maycock Peralta, LLC 1.45% Reduce -1.7% 13,279 $5.7M
Midwest Professional Planners, LTD. 1.75% Add +6.5% 13,268 $5.7M
Aberdeen Wealth Management LLC 3.75% Reduce -3.2% 13,262 $5.7M
StoneCrest Wealth Management, Inc. 4.14% Add +1.6% 13,232 $5.7M
New England Research & Management, Inc. 2.67% Reduce -0.9% 13,230 $5.7M
Accretive Wealth Partners, LLC 2.38% Reduce -16.6% 13,217 $5.7M
Five Oceans Advisors 2.72% Add +3.5% 13,196 $5.7M
Investors Research Corp 1.24% Add +0.2% 13,182 $5.7M
ELCO Management Co., LLC 3.06% Reduce -0.1% 13,177 $5.7M
Burr Financial Services, LLC 4.01% Reduce -16.9% 13,167 $5.7M
FFT Wealth Management LLC 0.43% Add +21.6% 13,164 $5.7M
Butensky & Cohen Financial Security, Inc. 1.68% Add +1.9% 13,151 $5.7M
Clean Yield Group 1.79% Add +2.1% 13,120 $5.6M
West Oak Capital, LLC 2.77% Reduce -1.4% 13,119 $5.6M
Kenora Financial, LLC 2.25% Reduce -1.7% 13,087 $5.6M
Providence First Trust Co 2.38% Add +1.1% 13,054 $5.6M
Fairbanks Capital Management, Inc. 3.53% Add +35.8% 13,050 $5.6M
First Affirmative Financial Network 3.07% Add +67.2% 13,046 $5.6M
Ethos Financial Group, LLC 0.93% Add +0.7% 13,026 $5.6M
Acorn Financial Advisory Services Inc. 0.99% Add +0.8% 13,027 $5.6M
William Allan Corp 3.48% Reduce -0.8% 13,027 $5.6M
Wedgewood Investors Inc. 6.12% Add +0.1% 13,019 $5.6M
Virginia Wealth Management Group, Inc. 3.51% Add +17.7% 13,014 $5.6M
Aspen Grove Capital, LLC 1.24% Reduce -4.4% 13,013 $5.6M
Horizon Kinetics Asset Management LLC 0.08% Add +54.1% 13,010 $5.6M
Perkins Capital Management Inc. 5.25% Reduce -10.7% 13,010 $5.6M
Baron Silver Stevens Financial Advisors, LLC 0.98% Reduce -2.5% 13,001 $5.6M
PBMares Wealth Management LLC 1.17% Reduce -3.9% 12,998 $5.6M
Farmers & Merchants Trust Co of Chambersburg PA 2.15% Reduce -1.6% 12,993 $5.6M
Spectrum Asset Management, Inc. (NB/CA) 2.36% Add +1.7% 12,985 $5.6M
Lakeridge Wealth Management LLC 3.07% Reduce -2.0% 12,971 $5.6M
E&G Advisors, LLC 1.54% Add +0.3% 12,968 $5.6M
Peddock Capital Advisors, LLC 1.34% Add +0.6% 12,945 $5.6M
Blackhawk Capital Partners, LLC 2.97% Add +11.6% 12,912 $5.6M
Van Den Berg Management I, Inc. 1.61% Add +0.6% 12,906 $5.6M
Patron Partners, LLC 3.07% Reduce -3.2% 12,895 $5.5M
Archer Investment Corp 1.49% Reduce -6.1% 12,857 $5.5M
Covenant Partners, LLC 1.61% Add +4.1% 12,833 $5.5M
Woodard & Co. Asset Management Group Inc. 1.24% Add +32.4% 12,825 $5.5M
Bretton Capital Management, LLC 5.25% — 12,800 $5.5M
Ameliora Wealth Management Ltd. 2.30% Reduce -5.7% 12,798 $5.5M
McLean Asset Management Corp 1.66% Add +0.0% 13,233 $5.5M
Aire Advisors, LLC 1.22% Reduce -3.1% 12,790 $5.5M
Finivi Inc. 4.46% Reduce -0.0% 12,781 $5.5M
Hemington Wealth Management 1.48% Reduce -2.7% 13,519 $5.5M
Teza Capital Management LLC 0.60% New 12,762 $5.5M
Paradigm Asset Management Co. LLC 1.44% No change 12,750 $5.5M
HITE Hedge Asset Management LLC 0.63% No change 12,742 $5.5M
Syntegra Private Wealth Group, LLC 0.63% Reduce -1.0% 12,729 $5.5M
Next Level Private LLC 2.24% Add +0.6% 12,728 $5.5M
Leonard Rickey Investment Advisors P.L.L.C. 1.24% Reduce -3.8% 12,715 $5.5M
Hudock, Inc. 0.94% Add +1.2% 12,704 $5.5M
WealthBridge Capital Management, LLC 1.57% Add +10.2% 12,698 $5.5M
Murphy Pohlad Asset Management LLC 2.27% Reduce -11.7% 12,694 $5.5M
Cook Wealth, LLC 2.74% Add +0.1% 12,611 $5.5M
Sandy Cove Advisors, LLC 2.22% Add +1.5% 12,669 $5.5M
Successful Portfolios LLC 3.68% Reduce -2.3% 12,654 $5.4M
Twin Peaks Wealth Advisors, LLC 2.51% Reduce -1.8% 12,637 $5.4M
Financial Strategies Group, Inc. 1.27% Add +0.8% 12,962 $5.4M
Applied Capital LLC 4.23% Reduce -1.9% 12,621 $5.4M
Mountain Pacific Investment Advisers LLC 0.37% Add +0.5% 12,620 $5.4M
Great Point Wealth Advisors, LLC 1.16% Add +0.9% 12,616 $5.4M
Root Financial Partners, LLC 0.87% Add +83.1% 12,589 $5.4M
ERn Financial, LLC 0.82% Add +1.1% 12,571 $5.4M
Cynosure Group, LLC 0.79% Reduce -25.9% 12,561 $5.4M
Carr Financial Group Corp 1.61% Reduce -1.9% 12,560 $5.4M
SAM Advisors, LLC 1.98% Reduce -0.5% 12,554 $5.4M
McAlister, Sweet & Associates, Inc. 4.45% Add +24.3% 12,524 $5.4M
Terra Nova Asset Management LLC 4.00% Add +3.3% 12,515 $5.4M
Vickerman Investment Advisors, Inc. 1.58% Add +4.5% 12,508 $5.4M
Martin Capital Partners, LLC 2.66% Reduce -24.9% 12,502 $5.4M
Investment Partners Asset Management, Inc. 4.41% Reduce -1.1% 12,500 $5.4M
Paragon Advisors, LLC 1.74% Add +1.9% 12,468 $5.4M
Alan B Lancz & Associates, Inc. 4.92% Add +2.5% 12,468 $5.4M
AAFMAA Wealth Management & Trust LLC 2.36% Add +12.8% 12,460 $5.4M
Novak & Powell Financial Services, Inc. 3.11% Reduce -0.2% 12,457 $5.4M
Raleigh Capital Management Inc. 2.07% Add +6.9% 12,457 $5.4M
Ullmann Wealth Partners Group, LLC 0.69% Add +0.9% 12,442 $5.4M
Manchester Financial Inc. 1.16% Add +39.7% 12,431 $5.3M
Advisory Services & Investments, LLC 3.64% Reduce -0.3% 12,429 $5.3M
Point Break Capital Management, LLC 6.26% Reduce -3.9% 12,400 $5.3M
Robbins Farley 2.69% Add +1.6% 12,395 $5.3M
Meadow Creek Wealth Advisors LLC 4.23% Add +8.2% 12,392 $5.3M
Investment Advisory Group, LLC 1.85% Add +2.7% 12,381 $5.3M
Capital Management Associates 5.93% No change 12,377 $5.3M
Guardian Investment Management 4.58% Reduce -27.1% 12,365 $5.3M
Tilia Fiduciary Partners, Inc. 3.69% Add +2.3% 12,359 $5.3M
Purus Wealth Management, LLC 2.25% Add +1.3% 12,345 $5.3M
McElhenny Sheffield Capital Management, LLC 1.74% Add +9.4% 12,309 $5.3M
Wealthspire Retirement, LLC 0.43% Reduce -2.2% 12,296 $5.3M
Fuller & Thaler Asset Management, Inc. 0.02% No change 12,295 $5.3M
Cypress Wealth Services, LLC 1.09% Add +5.0% 12,291 $5.3M
Silver Lake Advisory, LLC 1.18% Reduce -0.3% 12,281 $5.3M
Cahaba Wealth Management, Inc. 0.44% Add +0.1% 12,280 $5.3M
Counterweight Ventures, LLC 3.74% Add +10.4% 12,267 $5.3M
Fortis Group Advisors, LLC 0.98% Add +2.9% 12,264 $5.3M
ORG Partners LLC 0.85% Reduce -27.0% 12,247 $5.3M
River Street Advisors LLC 2.89% Add +1.6% 12,256 $5.3M
Affiance Financial, LLC 1.28% Add +0.5% 12,241 $5.3M
Absoluto Partners Gestao de Recursos Ltda 3.96% Add +2.0% 12,239 $5.3M
TCFG Wealth Management, LLC 2.65% — 12,215 $5.3M
Forza Wealth Management, LLC 2.41% Add +3.4% 12,207 $5.3M
Indiana Trust & Investment Management Co 1.79% Reduce -4.8% 12,178 $5.2M
Taika Capital, LP 3.94% Reduce -13.2% 12,166 $5.2M
Masso Torrence Wealth Management Inc. 2.82% Reduce -4.0% 12,144 $5.2M
Graves Light Lenhart Wealth, Inc. 0.64% Reduce -21.0% 12,138 $5.2M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.13% Add +2.0% 12,122 $5.2M
Peterson Wealth Management 3.33% Add +7.2% 12,122 $5.2M
Wynn Capital, LLC 3.42% Add +0.3% 12,118 $5.2M
Barings LLC 0.12% Add +2.1% 12,111 $5.2M
CCG Wealth Management, LLC 2.91% Add +2.3% 12,099 $5.2M
Eagle Strategies LLC 0.94% Reduce -7.5% 12,097 $5.2M
Register Financial Advisors LLC 2.67% Reduce -4.2% 12,085 $5.2M
Beam Wealth Advisors, Inc. 1.58% Add +1.8% 12,082 $5.2M
Gilbert & Cook, Inc. 0.71% Reduce -1.5% 12,076 $5.2M
Pinnacle Holdings, LLC 2.30% Add +0.4% 12,069 $5.2M
Commons Capital, LLC 5.72% Add +2.0% 12,040 $5.2M
Forte Asset Management LLC 2.76% No change 12,030 $5.2M
Guidance Capital, Inc. 1.62% Add +0.9% 12,376 $5.2M
Pinkerton Wealth, LLC 0.75% Add +6.8% 12,011 $5.2M
Walker Asset Management, LLC 3.21% Reduce -0.0% 12,011 $5.2M
Cim, LLC 0.74% Add +0.1% 11,988 $5.2M
Rogco, LP 2.02% Reduce -6.3% 11,987 $5.2M
Wealthstream Advisors, Inc. 0.94% Add +1.0% 11,975 $5.2M
Steel Grove Capital Advisors, LLC 0.72% Reduce -1.3% 12,038 $5.2M
Advus Financial Partners, LLC 1.47% Reduce -0.4% 11,970 $5.2M
Cahill Financial Advisors Inc. 0.70% Add +1.0% 11,948 $5.1M
Channing Global Advisors, LLC 4.33% Reduce -0.4% 11,924 $5.1M
Asset Management Group, Inc. 0.72% Add +6.0% 11,902 $5.1M
Coston, McIsaac & Partners 1.44% Add +0.5% 11,900 $5.1M
HF Advisory Group, LLC 2.38% Add +11.7% 11,887 $5.1M
Lewis Asset Management, LLC 3.73% Reduce -19.2% 11,869 $5.1M
Unique Wealth, LLC 1.17% Add +12.0% 11,865 $5.1M
Wolff Wiese Magana LLC 3.49% Reduce -2.7% 11,865 $5.1M
KKM Financial LLC 2.53% Reduce -4.2% 11,864 $5.1M
Darwin Wealth Management, LLC 1.40% New 11,859 $5.1M
Cavalier Investments, LLC 1.57% Add +6.2% 11,859 $5.1M
Amplius Wealth Advisors, LLC 0.56% Reduce -1.1% 11,855 $5.1M
Bouchey Financial Group, Ltd. 0.46% Add +0.3% 11,842 $5.1M
Gitterman Wealth Management, LLC 2.12% Reduce -1.4% 11,835 $5.1M
Wealth Advisory Solutions, LLC 1.40% Reduce -4.4% 11,829 $5.1M
City State Bank 1.85% Reduce -9.2% 11,827 $5.1M
Left Brain Wealth Management, LLC 2.37% Add +2.8% 11,819 $5.1M
Insight Wealth Strategies, LLC 0.67% Add +0.7% 11,807 $5.1M
Wolverine Asset Management LLC 0.51% New 11,783 $5.1M
Schulhoff & Co. Inc. 2.11% Reduce -0.7% 11,755 $5.1M
Harbert Fund Advisors, LLC 4.07% Reduce -33.8% 11,750 $5.1M
Fortem Financial Group, LLC 2.05% Add +0.4% 11,705 $5.0M
Fosun International Ltd 1.66% Reduce -17.5% 11,695 $5.0M
Franchise Capital Ltd 1.81% Reduce -66.8% 11,690 $5.0M
Financial Gravity Companies, Inc. 1.35% — 11,688 $5.0M
Orion Capital Management LLC 2.44% Reduce -2.2% 11,676 $5.0M
Horizon Wealth Management, LLC 1.00% Reduce -0.7% 11,674 $5.0M
Qsemble Capital Management, LP 0.92% Add +1236.2% 11,638 $5.0M
BlackDiamond Wealth Management, LLC 3.02% Add +9.1% 11,832 $5.0M
REDW Wealth LLC 1.28% Reduce -5.5% 11,618 $5.0M
Aull & Monroe Investment Management Corp 2.32% Reduce -3.7% 11,607 $5.0M
Benchmark Financial Wealth Advisors, LLC 1.66% Add +8.2% 11,604 $5.0M
FengHe Fund Management Pte. Ltd. 1.48% New 11,600 $5.0M
Cacti Asset Management LLC 0.37% No change 11,630 $5.0M
Triton Financial Group Inc 3.19% Reduce -0.8% 11,592 $5.0M
Gables Capital Management Inc. 2.52% Add +3.0% 11,587 $5.0M
Dudley & Shanley, Inc. 0.78% Reduce -2.0% 11,584 $5.0M
Ssi Investment Management LLC 1.90% Reduce -0.1% 11,580 $5.0M
KWB Wealth 0.65% Reduce -6.8% 11,145 $5.0M
Todd Asset Management LLC 0.12% No change 11,551 $5.0M
IronBridge Private Wealth, LLC 1.86% Reduce -35.8% 11,550 $5.0M
Kessler Investment Group, LLC 2.55% Add +5.9% 11,545 $5.0M
Total Clarity Wealth Management, Inc. 1.60% Reduce -17.1% 11,529 $5.0M
Brookmont Capital Management 2.55% Reduce -2.4% 11,523 $5.0M
Crescent Sterling, Ltd. 4.72% Reduce -2.6% 11,518 $5.0M
Omnia Family Wealth, LLC 2.12% Add +6.0% 11,497 $4.9M
Colonial River Investments, LLC 2.45% Reduce -48.3% 11,495 $4.9M
MeadowBrook Investment Advisors LLC 4.54% Add +0.3% 11,488 $4.9M
Bain Capital Public Equity, LP 3.82% Add +38.8% 11,480 $4.9M
Dagco, Inc. 2.03% Reduce -2.1% 11,466 $4.9M
Pacific Wealth Strategies Group, Inc. 3.67% Add +14.2% 11,454 $4.9M
Wealthquest Corp 0.43% Reduce -1.9% 11,709 $4.9M
Bigelow Investment Advisors, LLC 2.20% Reduce -0.6% 11,443 $4.9M
Proathlete Wealth Management LLC 2.02% Add +0.0% 11,416 $4.9M
Palouse Capital Management, Inc. 3.10% Reduce -2.9% 11,413 $4.9M
Greenup Street Wealth Management LLC 1.01% Add +7.5% 11,391 $4.9M
Burt Wealth Advisors 1.20% Reduce -1.1% 11,379 $4.9M
Royal Harbor Partners, LLC 1.90% Add +1.6% 11,374 $4.9M
Triad Wealth Partners, LLC 2.60% Add +14.3% 11,363 $4.9M
Sachetta, LLC 1.93% Add +3.9% 11,354 $4.9M
tru Independence LLC 1.43% Add +0.7% 11,334 $4.9M
One Wealth Management Investment & Advisory Services, LLC 8.55% Reduce -90.2% 11,329 $4.9M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.68% Reduce -72.0% 11,326 $4.9M
Menard Financial Group LLC 3.21% Add +0.2% 11,324 $4.9M
Mendel Capital Management LLC 2.99% Reduce -3.5% 11,318 $4.9M
Smith Shellnut Wilson LLC 2.20% Add +0.3% 11,293 $4.9M
Mb, Levis & Associates, LLC 2.39% Reduce -0.3% 11,276 $4.9M
Argent Advisors, Inc. 1.80% Reduce -0.6% 11,276 $4.9M
Marshall Financial Group, LLC 1.16% Add +21.3% 11,267 $4.8M
Rational Advisors, Inc. 0.48% Add +6.4% 11,261 $4.8M
WR Wealth Planners, LLC 1.35% Add +0.4% 11,243 $4.8M
Pine Harbor Wealth Management, LLC 2.41% Reduce -0.6% 11,242 $4.8M
Fermata Advisors, LLC 0.98% Add +4.7% 11,226 $4.8M
Brown Financial Advisors 1.99% Reduce -6.4% 11,222 $4.8M
SkyView Investment Advisors, LLC 0.80% Add +2.3% 11,184 $4.8M
Unique Wealth Strategies, LLC 2.08% Add +19.0% 11,184 $4.8M
Semus Wealth Partners LLC 3.37% Add +4.4% 11,180 $4.8M
James J. Burns & Company, LLC 0.87% Add +0.9% 11,173 $4.8M
Emerald Advisors, LLC 0.69% Reduce -1.8% 11,436 $4.8M
Pecaut & Co. 1.69% Add +52.1% 11,109 $4.8M
Satovsky Asset Management LLC 1.08% Add +14.7% 11,089 $4.8M
Redwood Wealth Management Group, LLC 2.35% Add +0.1% 11,021 $4.7M
Cladis Investment Advisory, LLC 3.28% Add +1.0% 11,014 $4.7M
Northstar Group, Inc. 0.86% Reduce -2.0% 11,010 $4.7M
LongView Wealth Management 1.51% Reduce -2.3% 11,008 $4.7M
Hoxton Planning & Management, LLC 1.83% Add +10.8% 11,006 $4.7M
GoalVest Advisory LLC 1.36% Add +5.9% 10,977 $4.7M
Whitford Management LLC 2.68% Add +0.2% 10,969 $4.7M
Accuvest Global Advisors 4.06% New 10,057 $4.7M
Geo Capital Gestora de Recursos Ltd 5.60% Add +71.0% 10,965 $4.7M
RW Investment Management LLC 0.59% Add +4.0% 10,957 $4.7M
Rockingstone Advisors LLC 2.31% Add +1.7% 10,930 $4.7M
Hamilton Capital, LLC 0.35% Add +13.4% 11,570 $4.7M
Tsfg, LLC 1.03% Add +2.2% 10,926 $4.7M
GEM Asset Management, LLC 2.69% Add +6.9% 11,473 $4.7M
Towercrest Capital Management 0.76% Reduce -7.7% 10,907 $4.7M
Proffitt & Goodson Inc. 0.77% Reduce -0.1% 10,887 $4.7M
Wulff, Hansen & Co. 4.24% Add +0.5% 10,874 $4.7M
Penserra Capital Management LLC 0.10% Reduce -97.3% 10,867 $4.7M
Shum Financial Group, Inc. 3.90% — 11,358 $4.7M
Ti-Trust, Inc. 3.34% Reduce -0.2% 10,842 $4.7M
Sentinel Pension Advisors, LLC 0.90% Add +170.6% 10,830 $4.7M
FDx Advisors, Inc. 1.27% Add +2.2% 10,809 $4.7M
Delphi Financial Group, Inc. 2.68% No change 10,800 $4.6M
Alesco Advisors, LLC, An ESL Co 0.14% Reduce -0.1% 10,781 $4.6M
Nvest Financial, LLC 2.65% Add +0.6% 10,777 $4.6M
Conway Capital Management, Inc. 2.25% Add +4.6% 10,775 $4.6M
Front Street Capital Management, Inc. 0.75% Reduce -1.0% 10,771 $4.6M
Financial Council, LLC 2.41% Reduce -1.4% 10,765 $4.6M
Shaker Investments LLC 1.93% Reduce -0.4% 10,758 $4.6M
Keynote Financial Services LLC 3.56% Reduce -0.3% 10,751 $4.6M
Sustainable Insight Capital Management, LLC 2.10% Reduce -11.5% 10,747 $4.6M
Luts & Greenleigh Group, Inc. 4.43% Add +2.6% 10,723 $4.6M
Mosaic Family Wealth Partners, LLC 0.69% Reduce -16.5% 10,719 $4.6M
Otter Creek Advisors, LLC 2.92% Reduce -21.9% 10,699 $4.6M
First Bancorp, Inc 3.20% Add +1.1% 10,686 $4.6M
Tectonic Advisors LLC 0.30% Reduce -6.3% 10,668 $4.6M
Uptick Partners, LLC 1.94% Add +80.3% 10,658 $4.6M
Redmond Asset Management, LLC 1.44% Reduce -2.6% 10,652 $4.6M
Samalin Investment Counsel, LLC 2.00% Add +0.5% 10,650 $4.6M
Robinswood Financial LLC 1.70% Reduce -1.4% 10,640 $4.6M
Cascade Investment Advisors, Inc. 2.91% Add +0.1% 10,631 $4.6M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.78% Reduce -1.0% 10,625 $4.6M
Faithward Advisors, LLC 0.79% Reduce -8.3% 10,617 $4.6M
PCA Investment Advisory Services Inc. 2.15% Reduce -0.6% 10,612 $4.6M
Knightsbridge Asset Management, LLC 1.03% Add +2.8% 10,581 $4.6M
Quad-Cities Investment Group, LLC 2.29% Reduce -3.0% 10,577 $4.6M
Oliver Lagore Vanvalin Investment Group 1.22% Reduce -1.2% 10,570 $4.5M
Gould Capital, LLC 2.98% Reduce -0.9% 10,542 $4.5M
Crew Capital Management, Ltd 3.64% Reduce -2.9% 10,541 $4.5M
Ellenbecker Investment Group 0.86% Reduce -5.1% 10,522 $4.5M
Signature Wealth Management Group 1.82% Add +0.4% 10,522 $4.5M
Patrick M Sweeney & Associates, Inc. 3.31% Add +2.1% 10,478 $4.5M
Arcataur Capital Management LLC 1.52% Reduce -0.5% 10,471 $4.5M
Financial Sense Advisors, Inc. 1.24% Reduce -0.1% 10,470 $4.5M
Access Financial Services, Inc. 2.06% Reduce -0.3% 10,457 $4.5M
Affinity Capital Advisors, LLC 0.87% Add +7.8% 10,454 $4.5M
Riverview Trust Co 3.96% Add +2.5% 10,452 $4.5M
Alta Wealth Advisors LLC 2.05% Add +7.1% 10,446 $4.5M
Invenio Wealth Partners LLC 1.94% Add +5.6% 10,412 $4.5M
LWM Advisory Services, LLC 3.32% Add +43.0% 10,411 $4.5M
Prentice Wealth Management LLC 1.33% Reduce -2.2% 10,401 $4.5M
Iams Wealth Management, LLC 2.20% Add +11.6% 10,399 $4.5M
Gordian Advisors LLC 3.57% Add +481.6% 10,388 $4.5M
MADDEN SECURITIES Corp 1.92% Reduce -2.4% 10,368 $4.5M
Taylor Hoffman Capital Management LLC 1.71% — 10,966 $4.5M
Householder Group Estate & Retirement Specialist, LLC 1.30% Reduce -22.9% 10,353 $4.5M
Rf&l Wealth Management, LLC 3.15% Add +0.1% 10,350 $4.5M
Oxinas Partners, LLC 2.73% Add +1.7% 10,344 $4.5M
D.B. Root & Company, LLC 1.47% Reduce -6.5% 10,338 $4.4M
Veltria Advisors Corp. 1.75% Reduce -1.0% 10,325 $4.4M
Blackston Financial Advisory Group, LLC 2.29% Add +12.7% 10,306 $4.4M
Delos Wealth Advisors, LLC 3.87% Add +61.8% 10,304 $4.4M
Goldstein Advisors, LLC 0.67% Add +4.3% 10,304 $4.4M
Peninsula Wealth, LLC 0.77% Add +2.9% 10,639 $4.4M
Hikari Tsushin, Inc. 0.31% Reduce -13.5% 10,283 $4.4M
LifePro Asset Management 2.71% Add +608.2% 10,269 $4.4M
MWA Asset Management 2.94% Add +0.3% 10,266 $4.4M
Clark Asset Management, LLC 0.95% Add +19.4% 10,259 $4.4M
Falcon Wealth Planning 0.52% Add +0.2% 10,254 $4.4M
Diversified Investment Strategies, LLC 2.91% Reduce -0.6% 10,252 $4.4M
Perissos Private Wealth Management, LLC 3.54% Add +0.9% 10,250 $4.4M
Strata Wealth Advisors, LLC 1.42% Reduce -1.9% 10,233 $4.4M
Castle Wealth Management LLC 1.76% Add +32.4% 10,230 $4.4M
Ellsworth Advisors, LLC 1.14% Add +1516.9% 10,219 $4.4M
Focused Wealth Management, Inc 0.59% Add +8.4% 10,206 $4.4M
CKW Financial Group 0.53% Reduce -0.2% 10,421 $4.4M
Landaas & Co. /Wi 1.22% Add +0.0% 10,158 $4.4M
Libra Wealth LLC 1.75% Reduce -2.3% 10,156 $4.4M
Davies Financial Advisors, Inc. 3.81% Reduce -2.3% 10,138 $4.4M
PAX Financial Group, LLC 0.78% Add +17.5% 10,097 $4.3M
Laraway Financial Advisors Inc 3.46% Add +10.9% 10,090 $4.3M
Wormser Freres Gestion 2.65% Add +0.6% 10,090 $4.3M
Clarity Wealth Advisors, LLC 1.26% Add +3.8% 10,053 $4.3M
Kapstone Financial Advisors LLC 2.62% Add +2.6% 10,089 $4.3M
Indie Asset Partners, LLC 3.23% Add +5.4% 10,012 $4.3M
New Wave Wealth Advisors LLC 1.98% Add +31.7% 10,008 $4.3M
Heritage Oak Wealth Advisors LLC 1.98% Add +636.4% 10,008 $4.3M
Keene & Associates, Inc. 3.26% Reduce -2.5% 10,008 $4.3M
Privium Fund Management B.V. 1.07% No change 10,000 $4.3M
Sonnipe Ltd. 0.39% Reduce -18.2% 10,000 $4.3M
Tortoise Investment Management, LLC 0.45% Add +8.0% 9,975 $4.3M
Fi3 FINANCIAL ADVISORS, LLC 1.71% Add +9.3% 9,973 $4.3M
Carson Advisory Inc. 2.69% Reduce -1.5% 9,966 $4.3M
Pinion Investment Advisors, LLC 1.79% Add +5.4% 9,948 $4.3M
Lee Johnson Capital Management, LLC 2.19% Add +1172.3% 9,886 $4.3M
Massachusetts Wealth Management 2.68% Add +2.5% 9,886 $4.3M
PICTET BANK & TRUST Ltd 4.30% Reduce -5.3% 9,888 $4.2M
Calton & Associates, Inc. 1.62% Add +36.1% 9,855 $4.2M
Oak Asset Management, LLC 1.50% Reduce -0.4% 9,854 $4.2M
Game Creek Capital, LP 2.29% Reduce -3.7% 9,850 $4.2M
1900 Wealth Management LLC 0.36% Reduce -0.0% 9,846 $4.2M
Rbo & Co. LLC 0.67% Add +1.6% 9,826 $4.2M
Leibman Financial Services, Inc. 2.99% Add +0.5% 9,806 $4.2M
M.D. Sass, LLC 0.33% Add +18.1% 9,788 $4.2M
Lodestar Private Asset Management LLC 0.54% Add +0.4% 9,787 $4.2M
Three Seasons Wealth, LLC 2.21% Reduce -4.3% 9,783 $4.2M
Triumph Capital Management 1.50% Add +48.3% 9,780 $4.2M
Mason & Associates Inc 1.05% Add +1.9% 9,760 $4.2M
Rappaport Reiches Capital Management, LLC 1.11% Add +2.5% 9,723 $4.2M
Titleist Asset Management, LLC 0.60% Add +2.8% 9,685 $4.2M
Pring Turner Capital Group Inc. 2.63% Reduce -0.9% 9,676 $4.2M
Accel Wealth Management 1.55% Add +3.5% 9,671 $4.2M
Caldwell Sutter Capital, Inc. 1.94% Reduce -3.5% 9,660 $4.2M
Investidor Profissional Gestao de Recursos Ltda. 3.73% New 9,657 $4.2M
Integral Investment Advisors, Inc. 1.13% Add +1.7% 9,656 $4.2M
American Institute for Advanced Investment Management, LLP 2.97% Add +0.1% 9,651 $4.2M
Beacon Capital Management, LLC 0.59% Add +5.7% 9,637 $4.1M
Charter Oak Capital Management, LLC 0.39% Add +15.4% 9,622 $4.1M
Clark Financial Services Group Inc. 3.76% Add +0.3% 9,608 $4.1M
Pullen Investment Management, LLC 3.02% Reduce -0.6% 9,606 $4.1M
Polymer Capital Management (HK) LTD 0.96% Reduce -84.8% 9,600 $4.1M
Source Financial Advisors LLC 1.22% Reduce -0.6% 9,593 $4.1M
Firethorn Wealth Partners, LLC 2.09% Add +4.9% 9,582 $4.1M
Insight Inv LLC 3.45% No change 9,557 $4.1M
Independent Wealth Network Inc. 1.82% Reduce -8.6% 9,557 $4.1M
Peoples Bank 2.10% Add +2.8% 9,556 $4.1M
Garner Asset Management Corp 1.41% Add +7.0% 9,554 $4.1M
Lumbard & Kellner, LLC 1.81% Add +1.0% 9,548 $4.1M
Richard W. Paul & Associates, LLC 1.48% Reduce -0.4% 9,547 $4.1M
Bridgewealth Advisory Group, LLC 1.49% Add +225.1% 9,529 $4.1M
Rakuten Securities, Inc. 1.78% Add +29.9% 9,522 $4.1M
Swisher Financial Concepts, Inc. 2.58% Add +0.5% 9,827 $4.1M
Exchange Bank 3.35% Reduce -2.8% 9,507 $4.1M
Patriot Investment Management Group, Inc. 0.30% Reduce -4.7% 9,500 $4.1M
Olstein Capital Management, L.P. 0.70% Add +35.7% 9,500 $4.1M
Signature Wealth Management Partners, LLC 2.96% Add +2.8% 9,495 $4.1M
Oxford Wealth Group, LLC 3.32% Reduce -16.2% 9,492 $4.1M
Affinity Investment Advisors, LLC 2.80% Reduce -6.3% 9,483 $4.1M
Permanens Capital L.P. 0.83% Reduce -30.6% 9,483 $4.1M
Lakehouse Capital Pty Ltd 2.87% Reduce -34.5% 9,472 $4.1M
Pointe Capital Management LLC 2.37% Add +3.4% 9,450 $4.1M
Droms Strauss Advisors Inc. /Mo/ 1.44% Reduce -5.3% 9,441 $4.1M
Wealth Quarterback LLC 2.11% Add +5.1% 9,430 $4.1M
Mayport, LLC 1.30% Add +1.9% 9,429 $4.1M
Mainsail Financial Group, LLC 2.41% Reduce -4.2% 9,718 $4.1M
Willis Johnson & Associates, Inc. 0.31% Add +5.6% 9,419 $4.1M
Beacon Financial Advisory LLC 1.38% Reduce -4.3% 9,413 $4.1M
Redwood Investment Management, LLC 0.36% Reduce -71.4% 9,411 $4.0M
Cross Staff Investments Inc 3.12% Add +2.5% 9,405 $4.0M
Prospect Financial Services LLC 2.51% Add +48.1% 9,395 $4.0M
Integrity Financial Corp 2.37% Reduce -3.8% 9,384 $4.0M
Midwest Financial Group LLC 2.37% Reduce -1.4% 9,380 $4.0M
Goepper Burkhardt LLC 1.66% Add +5.9% 9,377 $4.0M
Joseph Group Capital Management 1.54% Add +21.9% 9,371 $4.0M
Alliance Wealth Advisors, LLC 2.32% Reduce -0.5% 9,367 $4.0M
Advance Capital Management, Inc. 0.18% Add +1.0% 9,366 $4.0M
Sterling Investment Management, LLC 3.06% Reduce -5.9% 9,360 $4.0M
Cannon Advisors, Inc. 3.29% — 9,400 $4.0M
VERITY Wealth Advisors 2.83% Add +2.2% 9,345 $4.0M
Weaver Capital Management LLC 1.21% Add +15.3% 9,335 $4.0M
Vienna Asset Management LLC 2.97% Add +9.3% 9,334 $4.0M
Hara Capital LLC 2.50% Add +37.7% 9,329 $4.0M
Apeiron RIA LLC 1.15% Reduce -0.3% 9,322 $4.0M
HT Partners LLC 1.42% Reduce -0.8% 9,306 $4.0M
Global Strategic Investment Solutions, LLC 0.47% Add +2.7% 9,303 $4.0M
Pathway Financial Advisers, LLC 1.82% Add +0.3% 9,299 $4.0M
Evolution Wealth Advisors, LLC 0.72% Reduce -11.6% 9,303 $4.0M
One Day In July LLC 0.45% Add +15.5% 9,288 $4.0M
Lwmg, LLC 0.76% Add +4.3% 9,276 $4.0M
Ellis Investment Partners, LLC 0.78% Reduce -0.7% 9,252 $4.0M
Glynn Capital Management LLC 0.91% Reduce -38.4% 9,252 $4.0M
Capitol Family Office, Inc. 4.92% Reduce -0.7% 9,237 $4.0M
Flaharty Asset Management, LLC 0.56% Reduce -1.7% 9,235 $4.0M
Palisades Hudson Asset Management, L.P. 1.68% Add +1.5% 9,231 $4.0M
Red Wave Investments LLC 1.38% Reduce -0.3% 9,221 $4.0M
Opal Wealth Advisors, LLC 1.24% Reduce -2.0% 9,214 $4.0M
Woodward Diversified Capital, LLC 2.52% Reduce -59.8% 9,212 $4.0M
Renasant Bank 2.60% Add +2.1% 9,195 $4.0M
Well Done, LLC 0.72% Reduce -8.4% 9,187 $4.0M
Tarbox Family Office, Inc. 0.65% Add +4.5% 9,183 $4.0M
Norris Financial Group, LLC 1.94% Add +0.9% 9,177 $3.9M
Tributary Capital Management, LLC 0.31% Reduce -1.5% 9,176 $3.9M
Capricorn Fund Managers Ltd 2.69% Add +206.9% 9,164 $3.9M
Werba Rubin Papier Wealth Management 0.92% Add +10.3% 9,159 $3.9M
LJI Wealth Management, LLC 0.81% Add +1.9% 9,156 $3.9M
CoreFirst Bank & Trust 2.27% Reduce -4.5% 9,150 $3.9M
Whalen Wealth Management Inc. 2.78% Add +25.8% 9,149 $3.9M
Neo Ivy Capital Management 1.27% Reduce -38.1% 9,132 $3.9M
Paragon Financial Partners, Inc. 2.88% Reduce -2.1% 9,129 $3.9M
Pinnbrook Capital Management LP 1.19% Reduce -57.1% 9,120 $3.9M
Abacus Wealth Partners, LLC 0.59% Add +10.1% 9,112 $3.9M
Lynx Investment Advisory 2.82% Add +10.1% 9,108 $3.9M
Blueshift Asset Management, LLC 0.97% Add +95.7% 9,095 $3.9M
Legacy Advisory Services, LLC 3.36% Reduce -3.5% 9,095 $3.9M
Arbor Investment Advisors, LLC 0.52% Reduce -0.6% 9,090 $3.9M
Eagle Bluffs Wealth Management LLC 2.11% Add +0.5% 9,084 $3.9M
Cardinal Strategic Wealth Guidance 1.28% Reduce -0.3% 9,079 $3.9M
Balentine LLC 0.15% Add +128.1% 9,077 $3.9M
49 Wealth Management, LLC 0.63% Add +22.0% 9,045 $3.9M
MBA Advisors LLC 1.87% Reduce -1.2% 9,043 $3.9M
Prevail Innovative Wealth Advisors, LLC 1.18% Add +315.5% 9,017 $3.9M
Towerpoint Wealth, LLC 1.84% Reduce -0.7% 9,016 $3.9M
Provident Trust Co. 0.07% Add +8.4% 8,994 $3.9M
Dechtman Wealth Management, LLC 0.79% Add +3.2% 8,991 $3.9M
Platinum Investment Management Ltd. 0.18% Add +4.7% 8,989 $3.9M
Beirne Wealth Consulting Services, LLC 1.35% Reduce -2.7% 8,966 $3.9M
Alpha DNA Investment Management LLC 2.11% Reduce -3.5% 8,948 $3.9M
Copperwynd Financial, LLC 1.16% Add +12.0% 8,946 $3.8M
Sunburst Financial Group, LLC 0.97% Add +1.7% 8,921 $3.8M
Intrinsic Value Partners, LLC 3.84% Reduce -1.0% 8,914 $3.8M
Aspire Private Capital, LLC 0.91% Add +5.4% 8,903 $3.8M
17 Capital Partners, LLC 2.49% Add +14.5% 8,889 $3.8M
STAR Financial Bank 2.57% Reduce -15.5% 8,879 $3.8M
Burns Matteson Capital Management, LLC 2.14% Add +1.9% 8,876 $3.8M
Barden Capital Management, Inc. 3.35% Add +3.9% 8,864 $3.8M
Johnson Bixby & Associates, LLC 0.58% Add +38.2% 8,850 $3.8M
Edmonds Duncan Registered Investment Advisors, LLC 0.83% Add +1.3% 8,832 $3.8M
Zimmermann Investment Management & Planning LLC 1.17% Add +1.7% 8,829 $3.8M
Blake Schutter Theil Wealth Advisors, LLC 2.73% — 8,827 $3.8M
Safeguard Investment Advisory Group, LLC 1.08% Add +10.3% 8,816 $3.8M
Delta Capital Management LLC 2.22% No change 8,820 $3.8M
Summit Financial Wealth Advisors, LLC 0.71% Add +0.1% 8,815 $3.8M
Southland Equity Partners LLC 0.92% Add +10.6% 8,784 $3.8M
New Covenant Trust Company, N.A. 3.66% Add +12.7% 8,822 $3.8M
FWG Holdings, LLC 1.87% Reduce -1.1% 8,846 $3.8M
West Bancorporation Inc. 2.52% Reduce -4.5% 8,764 $3.8M
Proactive Wealth Strategies LLC 2.09% — 8,761 $3.8M
Nebula Research & Development LLC 0.45% New 8,758 $3.8M
Retirement Planning Co of New England, Inc. 1.87% Add +0.2% 8,745 $3.8M
DMC Group, LLC 3.04% Reduce -1.3% 8,731 $3.8M
Milestone Asset Management, LLC 0.84% Reduce -57.2% 8,727 $3.8M
Bullseye Investment Management, LLC 2.25% Add +2.6% 8,979 $3.8M
Warren Street Wealth Advisors, LLC 1.55% Add +4.8% 8,687 $3.7M
Westhampton Capital, LLC 1.90% Add +1.9% 8,684 $3.7M
American Planning Services, Inc. 2.95% Add +2.6% 8,662 $3.7M
Legacy Capital Wealth Partners, LLC 0.74% Reduce -3.5% 8,655 $3.7M
Ifrah Financial Services, Inc. 1.00% Add +1.2% 8,647 $3.7M
Kohmann Bosshard Financial Services, LLC 0.46% Add +0.9% 8,642 $3.7M
Northern Financial Advisors Inc 2.82% Reduce -2.5% 8,632 $3.7M
Capital Advisory Group Advisory Services, LLC 1.48% Add +0.4% 8,627 $3.7M
Rede Wealth, LLC 1.42% Add +1.5% 8,626 $3.7M
West Paces Advisors Inc. 0.91% Reduce -4.3% 8,625 $3.7M
Islay Capital Management, LLC 2.51% No change 8,622 $3.7M
IAM Advisory, LLC 0.94% Reduce -2.0% 8,616 $3.7M
Fiduciary Financial Group, LLC 0.85% Add +2.9% 8,936 $3.7M
Baron Wealth Management LLC 1.78% Reduce -3.0% 8,609 $3.7M
Firestone Capital Management 0.93% Add +12.9% 8,595 $3.7M
Wilson & Boucher Capital Management, LLC 2.55% Reduce -1.2% 8,593 $3.7M
Wagner Wealth Management, LLC 1.00% Reduce -13.7% 8,587 $3.7M
Paces Ferry Wealth Advisors, LLC 2.12% Add +0.3% 8,579 $3.7M
Opes Wealth Management LLC 0.71% Reduce -1.4% 8,578 $3.7M
Tsai Capital Corp 3.00% Add +1.1% 8,576 $3.7M
Sterneck Capital Management, LLC 2.00% Add +9.7% 8,574 $3.7M
Legacy Financial Strategies, LLC 0.81% Add +5.5% 8,565 $3.7M
Fonville Wealth Management LLC 1.27% Add +13.2% 8,565 $3.7M
Astoria Portfolio Advisors LLC. 1.25% Add +0.3% 8,829 $3.7M
Salvus Wealth Management, LLC 2.25% Reduce -1.3% 8,535 $3.7M
Canandaigua National Trust Co of Florida 3.15% — 8,520 $3.7M
Windmill Hill Asset Management Ltd 1.96% Add +12.9% 8,516 $3.7M
GFG Capital, LLC 1.48% Reduce -11.8% 16,811 $3.7M
VELA Investment Management, LLC 1.25% Reduce -0.0% 8,508 $3.7M
Seelaus Asset Management LLC 3.43% Add +29.3% 8,508 $3.7M
Northwest Wealth Management, LLC 0.85% Reduce -2.3% 8,483 $3.7M
Barrett & Company, Inc. 1.58% Reduce -11.7% 8,474 $3.6M
Vigilare Wealth Management 1.47% Reduce -1.2% 8,468 $3.6M
Twin Lakes Capital Management, LLC 2.35% Reduce -0.3% 8,464 $3.6M
Blue Square Asset Management, LLC 1.96% Add +2.5% 8,458 $3.6M
Monte Financial Group, LLC 1.51% Add +3.0% 8,449 $3.6M
Elwood & Goetz Wealth Advisory Group, LLC 0.90% Add +37.9% 8,438 $3.6M
Southern Capital Advisors, LLC 2.04% Add +15.4% 8,432 $3.6M
Prentiss Smith & Co. Inc. 2.32% No change 8,429 $3.6M
High Falls Advisors, Inc 0.83% Add +1.6% 8,427 $3.6M
Criterion Capital Advisors, LLC 2.28% No change 8,106 $3.6M
Oliver Luxxe Assets LLC 0.65% Reduce -1.0% 8,402 $3.6M
Cora Capital Advisors LLC 1.78% Reduce -2.4% 8,391 $3.6M
Arlington Partners LLC 1.41% Add +19.6% 8,389 $3.6M
D. Scott Neal, Inc. 1.91% No change 8,386 $3.6M
NDVR, Inc. 3.70% Add +1.7% 8,422 $3.6M
Precedent Wealth Partners, LLC 1.18% Add +4.7% 8,349 $3.6M
Walker Financial Services, Inc. 2.43% Add +0.9% 8,347 $3.6M
Ninepoint Partners LP 0.47% Reduce -11.5% 8,343 $3.6M
Almanack Investment Partners, LLC. 0.56% Reduce -0.2% 8,323 $3.6M
Balefire, LLC 1.20% Reduce -3.5% 8,295 $3.6M
WMG Financial Advisors, LLC 1.61% Add +16.6% 8,295 $3.6M
Evergreen Wealth Management, LLC 2.15% Reduce -7.1% 8,286 $3.6M
LSP Investment Advisors, LLC 1.92% No change 8,280 $3.6M
New Capital Management LP 1.00% Add +0.2% 8,267 $3.6M
Fairscale Capital, LLC 3.10% Reduce -3.2% 8,227 $3.5M
Partnership Wealth Management, LLC 2.49% Reduce -12.9% 8,201 $3.5M
Boomfish Wealth Group, LLC 2.16% Reduce -2.5% 8,197 $3.5M
Farrell Financial LLC 2.49% Add +2.1% 8,347 $3.5M
Alexander Randolph Advisory, Inc. 3.11% Reduce -0.4% 8,171 $3.5M
White Knight Strategic Wealth Advisors, LLC 3.19% Add +0.1% 8,166 $3.5M
Aletheian Wealth Advisors LLC 2.05% Reduce -38.0% 8,165 $3.5M
Heritage Financial Services, LLC 0.47% Reduce -0.1% 8,157 $3.5M
SYM FINANCIAL Corp 0.47% Add +3.9% 8,144 $3.5M
Select Asset Management & Trust 1.29% Add +0.1% 8,133 $3.5M
Objective Capital Management, LLC 2.05% — 8,121 $3.5M
Verum Partners LLC 1.03% Add +0.0% 8,116 $3.5M
Guerra Pan Advisors, LLC 2.79% Add +0.4% 8,110 $3.5M
Fidelity D & D Bancorp Inc. 2.32% Reduce -0.9% 8,109 $3.5M
MKT Advisors LLC 1.64% Reduce -2.8% 8,360 $3.5M
Dalton Investments, Inc. 2.05% No change 8,100 $3.5M
Safeguard Financial, LLC 0.82% Add +11.7% 8,096 $3.5M
Abel Hall, LLC 2.28% Add +2.4% 8,093 $3.5M
Washburn Capital Management, Inc. 2.49% Add +1.8% 8,072 $3.5M
Riverpark Capital Management LLC 6.32% Reduce -18.2% 8,072 $3.5M
Rockbridge Investment Management, LCC 0.45% Reduce -0.7% 8,064 $3.5M
Activest Wealth Management 1.07% Reduce -1.9% 8,056 $3.5M
State of Wyoming 0.49% Reduce -64.2% 8,047 $3.5M
Silvia McColl Wealth Management, LLC 2.59% Reduce -11.3% 8,031 $3.5M
Willner & Heller, LLC 3.07% Add +8.0% 8,006 $3.4M
Capital Management Associates, Inc 1.41% Add +72.3% 8,005 $3.4M
Outlook Wealth Advisors, LLC 0.99% Add +0.7% 8,000 $3.4M
Forest Hill Capital, LLC 2.61% No change 8,000 $3.4M
Forge First Asset Management Inc. 1.88% Reduce -12.1% 7,975 $3.4M
Grace & White Inc. 0.63% Reduce -12.8% 7,975 $3.4M
Stamos Capital Partners, L.P. 0.81% Add +2.4% 7,970 $3.4M
TPG Advisors LLC 2.68% Reduce -3.8% 7,970 $3.4M
Ariadne Wealth Management, LP 1.87% Add +6.0% 8,059 $3.4M
Brendel Financial Advisors LLC 1.94% Add +2.1% 7,964 $3.4M
Aua Capital Management, LLC 1.98% Reduce -2.3% 7,959 $3.4M
Legacy Bridge, LLC 1.84% Reduce -7.9% 7,951 $3.4M
Birchcreek Wealth Management, LLC 2.24% Reduce -0.7% 7,947 $3.4M
Meridian Financial Advisors, LLC 2.28% Reduce -0.8% 7,942 $3.4M
Power Wealth Management LLC 1.46% Add +9.8% 7,942 $3.4M
Geneva Capital Management LLC 0.06% Reduce -8.0% 7,942 $3.4M
J.Safra Asset Management Corp 0.32% Add +23.0% 7,978 $3.4M
Driehaus Capital Management LLC 0.03% Reduce -23.3% 7,918 $3.4M
Cascade Investment Group, Inc. 2.50% Reduce -7.6% 7,917 $3.4M
Camarda Financial Advisors, LLC 1.28% Add +0.9% 7,913 $3.4M
Foresight Capital Management Advisors, Inc. 2.03% Add +3.5% 7,912 $3.4M
Cutter & CO Brokerage, Inc. 0.77% Reduce -6.8% 7,909 $3.4M
Magnolia Capital Advisors LLC 1.70% Add +6.0% 7,908 $3.4M
Cherry Tree Wealth Management, LLC 0.81% Reduce -6.0% 7,902 $3.4M
Hilltop Partners LLC 1.14% Add +7.1% 7,897 $3.4M
Hill Island Financial LLC 1.03% Add +4.8% 7,894 $3.4M
Howard Bailey Securities, LLC 1.28% — 7,879 $3.4M
S. R. Schill & Associates 2.40% Reduce -54.8% 7,873 $3.4M
Round Hill Asset Management 2.24% Add +1.8% 7,871 $3.4M
SJS Investment Consulting Inc. 0.60% Reduce -0.7% 7,867 $3.4M
LaSalle St. Investment Advisors, LLC 1.33% Add +50.8% 7,864 $3.4M
MinichMacGregor Wealth Management, LLC 0.72% Add +0.5% 7,860 $3.4M
Rosenberg Matthew Hamilton 0.88% Add +18.6% 7,856 $3.4M
Running Point Capital Advisors, LLC 1.30% Reduce -3.0% 7,838 $3.4M
Merrion Investment Management Co, LLC 2.22% Reduce -0.2% 7,836 $3.4M
FSB Premier Wealth Management, Inc. 1.38% Add +17.5% 7,832 $3.4M
Heartwood Wealth Advisors LLC 0.37% Reduce -1.8% 7,831 $3.4M
Nicholas Wealth, LLC. 2.11% Reduce -12.8% 7,827 $3.4M
Correct Capital Wealth Management 0.74% Add +7.6% 7,809 $3.4M
BBJS Financial Advisors, LLC 1.20% Add +1959.9% 7,807 $3.4M
NCP Inc. 1.91% Reduce -8.8% 7,784 $3.3M
Wescott Financial Advisory Group, LLC 0.36% Add +0.9% 7,777 $3.3M
Tevis Investment Management 2.47% Add +8.3% 7,759 $3.3M
Peak Financial Advisors LLC 1.72% Add +899.6% 7,757 $3.3M
NorthStar Asset Management LLC 2.23% Reduce -2.2% 7,757 $3.3M
MRP Capital Investments, LLC 3.18% Reduce -12.8% 7,757 $3.3M
Pettinga Financial Advisors LLC 0.79% Add +1.4% 7,749 $3.3M
First National Corp. /Ma/ 0.74% Add +0.9% 7,748 $3.3M
Wallace Advisory Group, LLC 2.43% Reduce -1.8% 7,441 $3.3M
Campbell Wealth Management 0.30% New 7,703 $3.3M
Baker Boyer National Bank 1.11% Reduce -12.6% 7,701 $3.3M
Old North State Wealth Management, LLC 1.85% Add +5.8% 7,681 $3.3M
Coastwise Capital Group, LLC 2.73% Add +14.6% 7,695 $3.3M
Glass Jacobson Investment Advisors llc 1.10% Reduce -1.4% 7,691 $3.3M
Dimension Capital Management LLC 0.62% Reduce -1.4% 7,681 $3.3M
Strategic Family Wealth Counselors, L.L.C. 1.16% Reduce -1.6% 7,680 $3.3M
Gould Asset Management LLC 0.71% Reduce -6.3% 7,671 $3.3M
Farrow Financial, Inc. 2.08% Add +1.7% 7,669 $3.3M
Aldebaran Financial Inc. 3.89% Add +5.8% 7,663 $3.3M
Secured Retirement Advisors, LLC 2.37% Add +2.8% 7,653 $3.3M
Symphony Financial Services, Inc. 2.80% Add +24.6% 9,552 $3.3M
East Coast Asset Management, LLC. 1.09% Reduce -8.6% 7,643 $3.3M
Davidson Capital Management Inc. 0.95% Add +2.0% 7,635 $3.3M
FSA Advisors, Inc. 3.27% Reduce -3.6% 7,531 $3.3M
Hutchens & Kramer Investment Management Group, LLC 1.82% Reduce -64.8% 7,792 $3.3M
MPS Loria Financial Planners, LLC 0.98% Reduce -1.8% 7,610 $3.3M
Montis Financial, LLC 1.16% Add +6.8% 7,610 $3.3M
Pine Ridge Advisers LLC 0.33% No change 7,610 $3.3M
Oder Investment Management, LLC 2.81% Add +1.4% 7,602 $3.3M
Alhambra Investment Management LLC 1.70% Add +0.2% 7,601 $3.3M
Capital Markets Trading UK LLP 3.03% Add +146.6% 7,598 $3.3M
Lakewood Asset Management LLC 2.23% Reduce -0.1% 7,579 $3.3M
DecisionPoint Financial, LLC 1.03% Add +0.2% 7,577 $3.3M
Napatree Capital LLC 2.27% Add +10.3% 7,575 $3.3M
New Insight Wealth Advisors 1.71% Add +2.5% 7,569 $3.3M
N.E.W. Advisory Services LLC 0.32% Reduce -1.5% 7,544 $3.2M
Truepoint, Inc. 0.09% Add +47.1% 7,538 $3.2M
Schorn Wealth LLC 1.10% Reduce -1.1% 7,530 $3.2M
Townsend & Associates, Inc 0.33% Reduce -1.9% 7,600 $3.2M
Eldridge Investment Advisors, Inc. 0.76% Add +7.2% 7,494 $3.2M
New England Asset Management Inc. 0.53% Reduce -28.9% 7,490 $3.2M
Proquility Private Wealth Partners, LLC 1.03% Add +7.3% 7,480 $3.2M
Detalus Advisors, LLC 1.07% Add +4.7% 7,469 $3.2M
Meridian Wealth Partners, LLC 0.50% Reduce -3.6% 7,467 $3.2M
BOS Asset Management, LLC 1.19% Add +0.6% 7,467 $3.2M
Granite Harbor Advisors, Inc. 1.90% Add +24.7% 7,466 $3.2M
CTC Alternative Strategies, Ltd. 4.01% New 7,459 $3.2M
Genesee Capital Advisors, LLC 1.55% Reduce -6.2% 7,457 $3.2M
Group One Trading LLC 0.13% Reduce -97.0% 7,454 $3.2M
Sutton Place Investors LLC 1.96% Add +4.0% 7,454 $3.2M
Lion Street Advisors, LLC 1.12% Reduce -1.5% 7,442 $3.2M
Human Investing LLC 0.58% Add +0.6% 7,438 $3.2M
Park Edge Advisors, LLC 0.91% Add +3.2% 7,422 $3.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.49% Add +6.9% 7,417 $3.2M
Landscape Capital Management, L.L.C. 0.32% Reduce -18.2% 7,396 $3.2M
Kaizen Financial Strategies 1.85% Add +2.1% 7,395 $3.2M
Watershed Private Wealth LLC 1.27% Add +1.6% 7,389 $3.2M
Sage Capital Management, LLC 1.53% Add +0.1% 7,387 $3.2M
KOM Wealth Management Group, LLC 2.64% Reduce -5.4% 7,369 $3.2M
Goldstone Financial Group, LLC 0.55% Add +3.1% 7,361 $3.2M
Acima Private Wealth, LLC 1.06% No change 7,357 $3.2M
Summit Wealth & Retirement Planning, Inc. 1.01% Add +1.0% 7,352 $3.2M
Heritage Family Offices, LLP 1.63% Reduce -3.9% 7,338 $3.2M
Walled Lake Planning & Wealth Management, LLC 1.19% Add +5.2% 7,335 $3.2M
IRON Financial LLC 1.71% Reduce -5.6% 7,323 $3.2M
Keeler Thomas Management LLC 0.99% Add +4.5% 7,297 $3.1M
Argus Investors' Counsel, Inc. 2.05% Reduce -13.8% 7,296 $3.1M
Collective Family Office LLC 0.85% Reduce -7.9% 7,270 $3.1M
Operose Advisors LLC 1.01% Add +10.1% 7,268 $3.1M
Sunflower Bank, N.A. 0.86% Reduce -0.8% 7,263 $3.1M
Quantum Portfolio Management LLC 1.69% Add +19.6% 7,262 $3.1M
Cassady Schiller Wealth Management, LLC 1.14% Reduce -1.6% 7,261 $3.1M
HighVista Strategies LLC 1.08% Reduce -20.8% 7,258 $3.1M
First Citizens Financial Corp 1.65% Reduce -0.3% 7,245 $3.1M
Creekmur Asset Management LLC 0.73% Add +3.2% 7,245 $3.1M
Wintrust Investments LLC 2.31% Reduce -90.1% 7,244 $3.1M
Cranbrook Wealth Management, LLC 0.71% Add +2.1% 7,243 $3.1M
TD Capital Management LLC 0.31% Add +2.1% 7,242 $3.1M
Taylor Financial Group, Inc. 2.14% No change 7,199 $3.1M
Gill Capital Partners, LLC 1.11% Add +3.4% 7,175 $3.1M
Granger Management LLC 0.61% Reduce -18.0% 7,174 $3.1M
Silverleafe Capital Partners, LLC 1.09% Add +0.1% 7,163 $3.1M
CMG Global Holdings, LLC 1.74% Add +3.2% 7,161 $3.1M
Gerber, LLC 2.26% Add +0.3% 7,160 $3.1M
Vantage Financial Partners, LLC 0.76% Add +195.7% 7,159 $3.1M
Idaho Trust Co 1.48% Add +1.1% 7,143 $3.1M
Onyx Financial Advisors, LLC 1.69% Add +1.6% 7,142 $3.1M
Advisory Resource Group 0.66% Reduce -0.9% 7,141 $3.1M
Sage Private Wealth Group, LLC 2.42% Add +1.3% 7,127 $3.1M
Tennessee Valley Asset Management Partners 0.51% Reduce -1.3% 7,125 $3.1M
West Wealth Group, LLC 0.99% Add +2.9% 7,086 $3.0M
Syntax Research, Inc. 2.06% Reduce -6.5% 7,085 $3.0M
Kintra Wealth, LLC 2.07% Reduce -6.9% 7,074 $3.0M
Central Asset Investments & Management Holdings (HK) Ltd 4.54% Reduce -57.5% 7,074 $3.0M
Aspen Wealth Strategies, LLC 1.96% Add +1.1% 7,058 $3.0M
SFG Wealth Management, LLC. 1.61% Reduce -1.4% 7,047 $3.0M
Braun-Bostich & Associates Inc. 2.11% Add +0.6% 7,039 $3.0M
Resolute Wealth Strategies, LLC 1.57% Reduce -1.6% 7,036 $3.0M
RIA Advisory Group LLC 1.07% — 7,021 $3.0M
Measured Wealth Private Client Group, LLC 1.01% Reduce -12.0% 7,011 $3.0M
Nia Impact Advisors, LLC 1.00% Reduce -1.8% 7,002 $3.0M
Vivid Wealth Management, LLC 1.57% Reduce -4.3% 6,986 $3.0M
Shira Ridge Wealth Management 1.53% Reduce -4.9% 6,980 $3.0M
Per Stirling Capital Management, LLC. 0.42% Add +5.3% 6,976 $3.0M
Waycross Investment Management Co 2.76% Reduce -8.0% 6,966 $3.0M
Quartz Partners, LLC 1.88% — 6,964 $3.0M
Spectrum Strategic Capital Management, LLC 2.03% Add +3.1% 6,956 $3.0M
Gen-Wealth Partners Inc 1.31% Add +10.5% 6,915 $3.0M
BigSur Wealth Management LLC 0.82% Add +2.3% 6,939 $3.0M
Lipe & Dalton 1.51% No change 6,933 $3.0M
Northern Capital Management, Inc. 1.88% Add +1.3% 6,922 $3.0M
Kennon-Green & Company, LLC 2.47% Reduce -0.3% 6,921 $3.0M
Motive Wealth Advisors 1.79% No change 6,657 $3.0M
Cooper/Haims Advisors, LLC 1.63% Reduce -39.8% 6,903 $3.0M
O'Dell Group, LLC 0.66% Add +1.6% 6,898 $3.0M
Conscious Wealth Investments, LLC 2.04% Add +0.1% 6,990 $3.0M
WestHill Financial Advisors, Inc. 0.67% Add +1.7% 6,896 $3.0M
Brooktree Capital Management 2.41% No change 6,889 $3.0M
First International Bank & Trust 0.95% Add +0.3% 6,884 $3.0M
Navalign, LLC 0.87% Add +1.5% 6,855 $2.9M
Heritage Wealth Partners, LLC 3.47% Reduce -6.0% 6,852 $2.9M
Intrepid Financial Planning Group LLC 1.26% Reduce -5.0% 6,851 $2.9M
Riversedge Advisors, LLC 0.67% Reduce -1.7% 6,850 $2.9M
VestGen Investment Management 0.82% Add +6.3% 6,836 $2.9M
Investmark Advisory Group LLC 1.43% Reduce -0.2% 6,829 $2.9M
Pure Portfolios Holdings LLC 1.11% — 6,823 $2.9M
Kelly Lawrence W & Associates Inc. 0.67% Reduce -0.3% 6,810 $2.9M
Twin Focus Capital Partners, LLC 0.46% No change 6,797 $2.9M
Parkside Advisors LLC 0.69% Reduce -0.7% 6,794 $2.9M
Fortitude Family Office, LLC 1.16% Add +79.5% 6,792 $2.9M
Capstone Wealth Management Group, LLC 1.73% Reduce -0.1% 6,791 $2.9M
Ibex Wealth Advisors 0.80% Reduce -87.0% 9,652 $2.9M
Lansing Street Advisors 1.07% Add +3.8% 6,776 $2.9M
Westshore Wealth, LLC 1.20% Add +1.6% 6,774 $2.9M
Facet Wealth, Inc. 0.08% Add +12.8% 7,100 $2.9M
Dunhill Financial, LLC 1.50% Add +22.1% 6,770 $2.9M
FOCUS Wealth Advisors, LLC 1.45% Reduce -2.2% 6,769 $2.9M
Beaird Harris Wealth Management, LLC 0.25% Reduce -11.5% 6,768 $2.9M
Retirement Capital Strategies 1.14% Reduce -2.3% 6,767 $2.9M
Private Management Group Inc. 0.10% Reduce -0.3% 6,746 $2.9M
FF Advisors,LLC 1.89% No change 6,924 $2.9M
Talisman Wealth Advisors LLC 3.05% Reduce -0.3% 6,757 $2.9M
Acorn Creek Capital LLC 1.53% Add +32.5% 6,721 $2.9M
LYNX Capital Group Ltd. 1.87% Reduce -10.9% 6,717 $2.9M
Wolff Financial Management LLC 0.78% New 6,701 $2.9M
Barnes Pettey Financial Advisors, LLC 2.30% Reduce -1.2% 6,700 $2.9M
AllSquare Wealth Management LLC 1.64% Add +0.7% 6,699 $2.9M
Mascoma Wealth Management LLC 0.72% Reduce -2.6% 6,698 $2.9M
Jessup Wealth Management, Inc 1.32% Reduce -5.3% 6,684 $2.9M
RVW Wealth, LLC 0.27% Reduce -1.8% 6,673 $2.9M
Altiora Financial Group, LLC 0.63% Add +0.1% 6,670 $2.9M
Twin City Private Wealth, LLC 2.49% Add +6.7% 6,666 $2.9M
Latitude Advisors, LLC 1.62% Add +0.3% 6,663 $2.9M
PCG Wealth Advisors, LLC 1.11% Add +20.8% 6,662 $2.9M
Eads & Heald Wealth Management 1.35% Reduce -1.9% 6,639 $2.9M
Triton Wealth Management, PLLC 1.62% Add +9.0% 6,765 $2.9M
Cortland Associates Inc. 0.35% Reduce -2.3% 6,631 $2.9M
Warwick Investment Management, Inc. 0.68% Add +4.3% 6,626 $2.9M
Atlas Wealth Partners, LLC 4.34% New 6,615 $2.8M
Burton Enright Welch 0.61% Reduce -0.4% 6,613 $2.8M
Ade, LLC 1.75% Reduce -0.1% 6,606 $2.8M
Horan Securities, Inc. 1.10% Add +5.0% 6,603 $2.8M
Retirement Income Solutions, Inc. 0.65% Add +0.4% 6,589 $2.8M
Deane Retirement Strategies, Inc. 1.38% Add +0.3% 6,586 $2.8M
Burkett Financial Services, LLC 1.17% Reduce -1.2% 6,579 $2.8M
Paulson Wealth Management Inc. 0.76% Add +2.0% 6,576 $2.8M
Nottingham Advisors, Inc. 0.31% Reduce -36.1% 6,549 $2.8M
Summit Wealth Group, LLC 0.81% Add +0.1% 6,549 $2.8M
Ruggaard & Associates LLC 1.23% Reduce -0.0% 6,540 $2.8M
Sciencast Management LP 0.83% Add +22.7% 6,535 $2.8M
Cedrus LLC 1.04% Add +24.7% 6,534 $2.8M
CHB Investment Group, LLC 1.49% — 6,517 $2.8M
Point72 (DIFC) Ltd 0.22% Reduce -57.4% 6,511 $2.8M
Values Added Financial LLC 1.77% Reduce -13.8% 6,508 $2.8M
Sharkey, Howes & Javer 0.40% Reduce -2.1% 6,504 $2.8M
Nabity-Jensen Investment Management Inc 2.14% Add +4.8% 6,493 $2.8M
Magnolia Capital Management Ltd. 2.22% No change 6,489 $2.8M
Rothschild Wealth LLC 0.83% Add +14.3% 6,484 $2.8M
Arq Wealth Advisors, LLC 1.05% Add +1.2% 6,681 $2.8M
Primoris Wealth Advisors, LLC 2.02% Reduce -4.0% 6,463 $2.8M
Seven Post Investment Office LP 0.42% No change 6,462 $2.8M
Elevation Wealth Partners, LLC 1.19% Reduce -9.7% 6,452 $2.8M
WealthCollab, LLC 1.83% Reduce -6.2% 6,449 $2.8M
New World Advisors LLC 0.72% Reduce -8.1% 6,438 $2.8M
Lebenthal Global Advisors, LLC 0.56% Add +8.0% 6,434 $2.8M
Neumann Capital Management, LLC 0.92% No change 6,432 $2.8M
Groesbeck Investment Management Corp. 4.06% Reduce -0.4% 6,429 $2.8M
Sonoma Private Wealth LLC 4.31% Add +0.6% 6,428 $2.8M
Olistico Wealth, LLC 1.69% Reduce -8.8% 6,426 $2.8M
Full Sail Capital, LLC 0.18% Reduce -12.1% 6,425 $2.8M
Black Diamond Financial, LLC 0.47% Add +9.3% 6,421 $2.8M
Private Client Services, LLC 1.48% Reduce -23.2% 6,408 $2.8M
G&S Capital LLC 1.16% Add +7.3% 6,407 $2.8M
Pathway Financial Advisors LLC 0.71% Reduce -2.1% 6,389 $2.7M
Private Capital Management, LLC 0.30% Reduce -8.2% 6,386 $2.7M
Fca Corp. 0.84% Add +0.2% 6,385 $2.7M
Creekside Partners 1.42% Reduce -1.0% 6,377 $2.7M
Pacific Capital Wealth Advisors, Inc. 0.46% Add +2.3% 6,373 $2.7M
Birchbrook, Inc. 1.51% Add +0.7% 6,348 $2.7M
TrueWealth Advisors, LLC 0.91% Reduce -3.6% 6,347 $2.7M
First National Bank Sioux Falls 1.24% No change 6,340 $2.7M
Elmwood Wealth Management, Inc. 1.12% Add +52.5% 6,335 $2.7M
Eagle Wealth Strategies LLC 1.99% Add +16.1% 6,330 $2.7M
Tillman Hartley LLC 0.81% Reduce -14.7% 6,329 $2.7M
Kellett Wealth Advisors, LLC 1.95% Reduce -0.3% 6,327 $2.7M
TrueWealth Financial Partners 1.64% Reduce -0.4% 6,324 $2.7M
Fortune Financial Advisors, LLC 2.46% Reduce -66.4% 6,323 $2.7M
Cherrydale Wealth Management, LLC 1.11% Add +0.4% 6,319 $2.7M
RPS Advisory Solutions LLC 1.95% Reduce -5.6% 6,315 $2.7M
Trevian Wealth Management LLC 2.22% New 6,305 $2.7M
Doheny Asset Management 1.85% Reduce -1.7% 6,301 $2.7M
WealthCare Investment Partners, LLC 1.19% Reduce -13.1% 6,617 $2.7M
360 Financial, Inc. 1.00% Add +8.3% 6,282 $2.7M
Ulland Investment Advisors, LLC 2.01% Reduce -3.6% 6,269 $2.7M
White Lighthouse Investment Management Inc. 0.48% Reduce -1.0% 6,267 $2.7M
Phillips Wealth Planners LLC 2.58% Add +5.2% 6,473 $2.7M
Petra Financial Advisors Inc. 1.77% Reduce -1.1% 6,251 $2.7M
Ritter Daniher Financial Advisory LLC / DE 0.78% Reduce -7.4% 6,245 $2.7M
Castleview Partners, LLC 1.55% Reduce -8.2% 6,227 $2.7M
Paladin Wealth, LLC 2.34% — 6,224 $2.7M
Prairie Wealth Advisors, Inc. 1.32% Reduce -0.9% 6,223 $2.7M
Element Pointe Advisors, LLC 0.65% Reduce -9.4% 6,216 $2.7M
Arista Wealth Management, LLC 0.64% Add +3.6% 6,212 $2.7M
Smith Thornton Advisors LLC 1.75% Add +0.2% 6,201 $2.7M
Hummer Financial Advisory Services Inc 2.10% Add +0.2% 6,199 $2.7M
Charter Research & Investment Group, Inc. 1.97% No change 6,194 $2.7M
Capasso Planning Partners LLC 0.79% Reduce -9.1% 6,194 $2.7M
Heritage Investment Group, Inc. 0.51% Add +39.8% 6,193 $2.7M
Family Capital Management, Inc. 1.72% Add +0.7% 6,192 $2.7M
Prepared Retirement Institute LLC 1.61% Add +0.5% 6,189 $2.7M
Eight 31 Financial, LLC 2.07% Reduce -13.2% 6,184 $2.7M
PSI Advisors, LLC 0.78% Reduce -3.4% 6,178 $2.7M
Ascentis Wealth Management, LLC 0.99% — 6,162 $2.7M
Seed Wealth Management, Inc. 2.12% No change 6,162 $2.7M
Allstate Corp. 0.25% Reduce -73.4% 6,160 $2.7M
Clifford Group, LLC 2.06% Add +0.3% 6,160 $2.7M
Net Worth Advisory Group 0.78% — 6,147 $2.6M
A. D. Beadell Investment Counsel, Inc. 2.11% Reduce -3.8% 6,140 $2.6M
Fiducient Advisors LLC 0.30% Reduce -24.1% 6,133 $2.6M
Horst & Graben Wealth Management LLC 0.47% Add +1.7% 6,123 $2.6M
M3 Advisory Group, LLC 1.93% Add +12.4% 6,122 $2.6M
X-Square Capital, LLC 0.89% Add +2.2% 6,108 $2.6M
Advanced Portfolio Management, LLC 2.70% Reduce -46.4% 6,101 $2.6M
Bright Futures Wealth Management, LLC. 1.27% Reduce -2.2% 6,066 $2.6M
Up Strategic Wealth Investment Advisors LLC 2.93% Add +37.5% 6,082 $2.6M
Paradigm Capital Management, LLC 2.53% — 6,077 $2.6M
SRH Advisors, LLC 0.79% Reduce -3.8% 6,076 $2.6M
Audent Global Asset Management, LLC 4.46% Reduce -20.3% 6,071 $2.6M
Tealwood Asset Management Inc. 1.14% Add +0.8% 6,033 $2.6M
WealthTrust Asset Management, LLC 1.93% Reduce -3.6% 6,032 $2.6M
Guild Investment Management, Inc. 2.85% Reduce -0.6% 6,030 $2.6M
Legacy Financial Group, Inc. 0.88% Add +17.1% 6,367 $2.6M
Rooted Wealth Advisors, Inc. 1.15% Add +2.4% 6,312 $2.6M
Value Star Asset Management (Hong Kong) Ltd 9.68% Reduce -96.0% 6,000 $2.6M
Viking Fund Management LLC 0.42% No change 6,000 $2.6M
Check Capital Management Inc. 0.18% Add +2.6% 5,996 $2.6M
Kiely Wealth Advisory Group, Inc. 1.63% Reduce -0.2% 6,090 $2.6M
Professional Financial Advisors, LLC 0.67% Add +2.5% 5,995 $2.6M
Hexagon Capital Partners LLC 0.50% Add +2.1% 5,992 $2.6M
Ted Buchan & Co 1.22% Add +4.0% 5,971 $2.6M
Summit Wealth Partners, LLC 0.49% Reduce -7.5% 5,970 $2.6M
Maiden Cove Capital, LLC 3.99% Add +108.0% 5,948 $2.6M
AlphaQuest LLC 0.23% Add +57.7% 5,935 $2.6M
Sterling Wealth Management, Inc. 0.95% Add +57.9% 5,934 $2.6M
Richardson Financial Services Inc. 1.62% Add +0.6% 5,706 $2.5M
Optivise Advisory Services LLC 1.34% Reduce -16.7% 5,916 $2.5M
Obsidian Cio, LLC 0.53% Add +3.6% 5,911 $2.5M
Thrive Capital Management, LLC 1.20% Reduce -1.4% 5,905 $2.5M
Trust Co 0.31% Reduce -3.9% 5,901 $2.5M
Prostatis Group LLC 0.83% Reduce -2.9% 5,895 $2.5M
Shulman DeMeo Asset Management LLC 0.62% Add +5.2% 5,810 $2.5M
Tobam 0.46% Add +19.0% 5,841 $2.5M
Adamsbrown Wealth Consultants LLC 0.87% Add +4.3% 5,837 $2.5M
Anthracite Investment Company, Inc. 1.19% Add +121.4% 5,836 $2.5M
Global Assets Advisory, LLC 1.37% Add +4.0% 5,964 $2.5M
Kennedy Investment Group, Inc. 1.15% Reduce -0.6% 5,823 $2.5M
Blue Bell Private Wealth Management, LLC 0.48% Add +3.1% 5,816 $2.5M
Index Fund Advisors, Inc. 0.13% Reduce -7.9% 5,796 $2.5M
Three Bridge Wealth Advisors, LLC 0.92% Add +7.4% 5,777 $2.5M
Roberts Financial Services LLC 0.47% Reduce -0.2% 5,773 $2.5M
Financial Management Professionals, Inc. 0.31% Add +0.4% 5,769 $2.5M
LFA - Lugano Financial Advisors SA 1.68% Add +6.0% 5,757 $2.5M
AtlasMark Financial, Inc 2.30% — 5,751 $2.5M
Security Financial Services, INC. 0.50% Add +1.9% 5,743 $2.5M
One Charles Private Wealth Services, LLC 0.94% Reduce -0.1% 5,737 $2.5M
Corundum Trust Company, INC 6.79% Reduce -7.8% 5,731 $2.5M
Intelligent Financial Strategies 1.36% No change 5,727 $2.5M
Gallagher Fiduciary Advisors, LLC 0.50% Reduce -10.1% 5,723 $2.5M
Element Capital Management LLC 0.11% Reduce -88.2% 5,704 $2.5M
Stonekeep Investments, LLC 1.89% Add +5.5% 5,701 $2.5M
Fielder Capital Group LLC 0.81% Reduce -0.1% 5,694 $2.5M
Matrix Trust Co 0.46% Add +1.8% 5,678 $2.4M
Cottonwood Capital Advisors, LLC 1.79% Reduce -3.7% 5,676 $2.4M
Encompass More Asset Management 0.93% Add +42.5% 5,673 $2.4M
Copperleaf Capital, LLC 1.87% Reduce -0.3% 5,666 $2.4M
EWG Elevate Inc. 0.98% Add +0.3% 5,663 $2.4M
Acorns Advisers, LLC 0.02% Add +31.1% 5,656 $2.4M
JMG Financial Group, Ltd. 0.08% Reduce -1.5% 5,643 $2.4M
IFG Advisors, LLC 0.52% Add +6.8% 5,642 $2.4M
USAdvisors Wealth Management, LLC 0.85% Add +1.3% 5,671 $2.4M
Lantern Wealth Advisors, LLC 1.68% Add +0.2% 5,638 $2.4M
MorganRosel Wealth Management, LLC 0.80% Add +3.2% 5,631 $2.4M
Abound Wealth Management 0.80% Reduce -0.3% 5,628 $2.4M
TLWM 0.49% Add +18.6% 5,623 $2.4M
Inspirion Wealth Advisors, LLC 0.34% Add +3.4% 5,620 $2.4M
Rovin Capital /Ut/ 0.90% Add +43.4% 5,620 $2.4M
Seamount Financial Group Inc. 1.82% Reduce -7.0% 5,610 $2.4M
BluePointe Capital Management, LLC 1.56% Reduce -1.4% 5,605 $2.4M
Ogorek Anthony Joseph /NY/ 0.83% Add +0.7% 5,600 $2.4M
Painted Porch Advisors LLC 1.22% Add +0.3% 5,599 $2.4M
Alliance Wealth Management Group 0.64% Reduce -0.5% 5,592 $2.4M
Millington Financial Advisors, LLC 1.50% Add +5.5% 5,588 $2.4M
Macroview Investment Management LLC 2.35% Reduce -0.7% 5,582 $2.4M
Nova R Wealth, Inc. 1.18% Reduce -1.4% 5,581 $2.4M
Aurora Private Wealth, Inc. 1.88% Add +9.5% 5,578 $2.4M
Campion Asset Management 1.76% No change 5,563 $2.4M
Mainsail Asset Management, LLC 1.77% Add +0.1% 5,562 $2.4M
Cohen & Steers, Inc. 0.00% Reduce -2.4% 5,540 $2.4M
Portolan Capital Management, LLC 0.17% Add +4.5% 5,538 $2.4M
SRN Advisors, LLC 2.11% Reduce -3.7% 5,529 $2.4M
Grant Street Asset Management, Inc. 0.70% Add +0.6% 5,521 $2.4M
OMNI 360 Wealth, Inc. 1.63% Add +23.3% 5,516 $2.4M
Sterling Group Wealth Management, LLC 1.26% Add +0.4% 5,515 $2.4M
Oakwell Private Wealth Management, LLC 0.68% Reduce -9.5% 5,513 $2.4M
Tolleson Wealth Management, Inc. 0.45% Reduce -1.3% 5,506 $2.4M
KFG Wealth Management, LLC 0.51% Add +15.6% 5,492 $2.4M
Verdad Advisers, LP 3.15% Add +91.8% 5,491 $2.4M
Riverpoint Wealth Management Holdings, LLC 0.61% Add +0.2% 5,486 $2.4M
Arbor Capital Management Inc. 2.23% Reduce -10.4% 5,576 $2.4M
Flagstone Financial Management 0.79% Add +16.6% 5,483 $2.4M
Mosley Wealth Management 1.61% Add +47.0% 5,619 $2.4M
Northeast Financial Group, Inc. 0.90% Add +13.8% 5,459 $2.3M
Pinnacle Wealth Management, LLC 2.81% Reduce -23.3% 5,455 $2.3M
DiNuzzo Private Wealth, Inc. 0.29% Add +41.6% 5,453 $2.3M
Planning Alternatives Ltd. 0.36% Add +3.0% 5,453 $2.3M
Twelve Points Wealth Management LLC 0.74% Add +0.3% 5,450 $2.3M
TriaGen Wealth Management LLC 0.78% Add +12.2% 5,438 $2.3M
Francis Financial, Inc. 0.62% Add +0.9% 5,431 $2.3M
Weaver C. Barksdale & Associates, Inc. 2.10% Reduce -6.6% 5,419 $2.3M
Hilltop Wealth Advisors, LLC 1.09% Add +180.8% 5,414 $2.3M
Selkirk Management LLC 0.95% No change 5,400 $2.3M
Hobbs Group Advisors, LLC 0.83% Add +1.7% 5,483 $2.3M
Texas Capital Bancshares Inc 0.94% Reduce -0.5% 5,390 $2.3M
Krane Funds Advisors LLC 0.08% Add +22.7% 5,389 $2.3M
Kirtland Hills Capital Management, LLC 1.28% Add +1.4% 5,383 $2.3M
Emerald Mutual Fund Advisers Trust 0.12% No change 5,376 $2.3M
Holistic Financial Partners 1.11% Add +4.5% 5,368 $2.3M
Dixon Fnancial Services, Inc. 1.23% Add +2.9% 5,366 $2.3M
Concorde Asset Management, LLC 1.30% Add +7.2% 5,358 $2.3M
Axq Capital, LP 0.70% Add +7.2% 5,357 $2.3M
Kades & Cheifetz LLC 1.32% Add +0.1% 5,356 $2.3M
Precision Wealth Strategies, LLC 2.12% Add +21.6% 5,318 $2.3M
Moisand Fitzgerald Tamayo, LLC 0.31% Reduce -0.9% 5,317 $2.3M
Cedar Wealth Management, LLC 0.71% Reduce -2.4% 5,315 $2.3M
Ascension Capital Advisors, Inc. 1.07% Reduce -2.0% 5,311 $2.3M
Fingerlakes Wealth Management, Inc. 1.90% Add +1.1% 5,310 $2.3M
Orgel Wealth Management, LLC 0.06% Reduce -2.6% 5,297 $2.3M
Phillips Financial Management, LLC 0.18% Reduce -1.2% 5,289 $2.3M
Family Asset Management, LLC 1.37% Reduce -0.0% 5,288 $2.3M
Valtinson Bruner Financial Planning LLC 0.79% Add +2.5% 5,278 $2.3M
Stonebridge Financial Planning Group, LLC 1.08% Reduce -1.0% 5,272 $2.3M
Roble, Belko & Company, Inc 0.36% Reduce -1.2% 5,254 $2.3M
Samjo Management, LLC 0.78% No change 5,250 $2.3M
Arlington Financial Advisors, LLC 0.46% Add +1.0% 5,238 $2.3M
PrairieView Partners, LLC 0.23% Reduce -2.7% 5,237 $2.3M
Financial & Tax Architects, LLC 0.58% Add +3.4% 5,233 $2.3M
PCJ Investment Counsel Ltd. 0.71% Add +4.4% 5,220 $2.2M
Rise Advisors, LLC 1.07% Reduce -1.1% 5,209 $2.2M
Winning Points Advisors, LLC 4.24% — 7,134 $2.2M
CJM Wealth Advisers, Ltd. 0.77% Add +9.3% 5,198 $2.2M
Eagle Harbor Asset Management Inc. 2.21% Reduce -1.1% 5,191 $2.2M
Mine & Arao Wealth Creation & Management, LLC. 1.04% Add +9.7% 5,185 $2.2M
LifePlan Financial, LLC 1.91% Add +2.0% 5,179 $2.2M
Pacific Center for Financial Services 0.58% Add +19.9% 5,162 $2.2M
Continuum Wealth Advisors, LLC 1.19% Reduce -0.4% 5,152 $2.2M
Doliver Advisors, LP 0.61% Add +21.5% 5,150 $2.2M
RS Crum Inc. 0.52% Add +0.3% 5,133 $2.2M
Eisler Capital (US) LLC 0.41% Reduce -64.8% 5,132 $2.2M
Great Waters Wealth Management 0.30% Add +0.2% 5,128 $2.2M
Mainstream Capital Management LLC 1.87% — 5,106 $2.2M
Dynamic Technology Lab Private Ltd 0.23% New 5,102 $2.2M
Carrera Capital Advisors 0.54% Reduce -14.2% 5,097 $2.2M
Lavaca Capital LLC 1.05% Reduce -27.9% 5,088 $2.2M
LGL Partners, LLC 0.31% Reduce -0.6% 5,080 $2.2M
Smallwood Wealth Investment Management, LLC 1.56% Reduce -0.1% 5,069 $2.2M
Arvest Investments, Inc. 0.33% Add +2.8% 5,047 $2.2M
Sequent Planning LLC 0.75% Add +7.4% 5,041 $2.2M
Code Waechter LLC 2.07% — 5,038 $2.2M
Greenspring Advisors, LLC 0.47% Add +20.6% 5,037 $2.2M
US Financial Advisors, LLC 0.67% Add +0.5% 5,034 $2.2M
KRS Capital Management, LLC 1.58% Reduce -0.1% 5,031 $2.2M
Brand Asset Management Group, Inc. 0.85% Add +49.0% 5,029 $2.2M
Kraft, Davis & Associates, LLC 0.65% Add +0.7% 5,314 $2.2M
EPIQ Capital Group, LLC 0.62% Add +4.6% 5,016 $2.2M
Obsidian Personal Planning Solutions LLC 1.13% Add +0.9% 5,303 $2.2M
Gardner Russo & Quinn 0.02% Reduce -3.8% 5,005 $2.2M
IMZ Advisory Inc 1.00% Add +4.6% 5,175 $2.2M
Koss-Olinger Consulting, LLC 0.19% Add +27.5% 5,004 $2.2M
Advent Capital Management 3.66% New 5,000 $2.2M
Opus Investment Management Inc. 1.51% No change 5,000 $2.2M
Ping Capital Management, Inc. 1.20% Reduce -20.6% 5,000 $2.2M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.16% Add +66.7% 5,000 $2.2M
Kaydan Wealth Management, Inc. 0.63% Reduce -0.7% 4,999 $2.2M
Malaga Cove Capital, LLC 0.86% Add +20.2% 4,987 $2.1M
GG Group Ventures, LLC 3.13% Reduce -11.7% 5,022 $2.1M
CarsonAllaria Wealth Management, Ltd. 1.23% Reduce -4.1% 4,977 $2.1M
BlueChip Wealth Advisors LLC 1.12% Add +7.2% 4,969 $2.1M
Yarger Wealth Strategies, LLC 1.18% Add +2.9% 4,967 $2.1M
Strategic Advocates LLC 0.77% Add +16.2% 4,966 $2.1M
MBM Wealth Consultants, LLC 0.67% Add +5.2% 4,964 $2.1M
Strategic Equity Management 1.01% Add +232.0% 4,937 $2.1M
Cypress Capital, LLC 0.55% Reduce -8.6% 4,922 $2.1M
Financial Freedom, LLC 1.12% Add +0.1% 4,915 $2.1M
Connective Portfolio Management, LLC 3.73% No change 5,014 $2.1M
Promethium Advisors,llc 1.49% — 4,892 $2.1M
Cunning Capital Partners, LP 1.10% No change 4,890 $2.1M
Armor Investment Advisors, LLC 0.87% Add +6.9% 4,884 $2.1M
Betterment LLC 0.01% Add +7.9% 4,873 $2.1M
Centennial Wealth Advisory LLC 0.82% Add +11.5% 4,870 $2.1M
Marotta Asset Management 0.41% Reduce -5.2% 4,869 $2.1M
Petix & Botte Co 0.56% No change 4,868 $2.1M
Constant Guidance Financial LLC 1.78% Reduce -9.0% 4,863 $2.1M
Austin Asset Management Co Inc 0.43% Add +3.3% 4,862 $2.1M
Meritas Wealth Management, LLC 1.29% Add +3.5% 4,854 $2.1M
Wetzel Investment Advisors, Inc. 1.05% Reduce -0.2% 4,841 $2.1M
Wealth Advisors of Iowa, LLC 1.06% Reduce -2.0% 4,832 $2.1M
1620 Investment Advisors, Inc. 1.53% Reduce -13.1% 4,809 $2.1M
Newport Capital Group, LLC 1.52% Add +5.4% 4,806 $2.1M
Cedar Mountain Advisors, LLC 0.47% Add +0.1% 4,796 $2.1M
Silver Oak Advisory Group, Inc. 1.06% Reduce -0.1% 4,793 $2.1M
Virtus Investment Advisers, LLC 1.67% Reduce -13.2% 4,789 $2.1M
Cannon Wealth Management Services, LLC 1.88% — 4,771 $2.1M
Davis Capital Management 1.62% Add +0.4% 4,768 $2.1M
Scientech Research LLC 0.41% Reduce -37.2% 4,767 $2.1M
Latash Investments, LLC 1.88% Reduce -5.0% 4,750 $2.0M
Armstrong, Fleming & Moore, Inc 1.19% Reduce -3.0% 4,747 $2.0M
Alternative Investment Advisors, LLC. 1.07% Reduce -53.4% 4,735 $2.0M
Spectrum Planning & Advisory Services Inc. 1.96% Add +0.7% 4,733 $2.0M
Endowment Wealth Management, Inc. 1.34% Add +3.2% 4,731 $2.0M
Blue Barn Wealth, LLC 1.05% Reduce -7.2% 4,730 $2.0M
C M Bidwell & Associates Ltd. 1.24% Reduce -3.8% 4,722 $2.0M
Echo45 Advisors LLC 1.32% Reduce -5.5% 4,727 $2.0M
New Jersey Better Educational Savings Trust 3.83% No change 4,709 $2.0M
Mainstay Capital Management LLC 0.34% Add +24.1% 4,706 $2.0M
Insight Wealth Partners, LLC 1.24% Add +108.4% 4,705 $2.0M
SK Wealth Management, LLC 1.04% — 4,701 $2.0M
Accelerate Investment Advisors LLC 1.97% — 4,697 $2.0M
Windsor Capital Management, LLC 0.59% Add +2.8% 4,691 $2.0M
BayBridge Capital Group, LLC 1.45% Add +1.7% 4,688 $2.0M
Lionsbridge Wealth Management LLC 1.59% Reduce -2.5% 4,687 $2.0M
Clearview Wealth Advisors LLC 1.55% Reduce -3.5% 4,681 $2.0M
Cornerstone National Bank & Trust Co 0.91% Reduce -1.1% 4,656 $2.0M
Strategic Financial Concepts, LLC 0.64% Reduce -99.8% 4,642 $2.0M
Hanover Advisors Inc. 0.84% No change 4,639 $2.0M
4J Wealth Management LLC 1.54% Reduce -2.0% 4,626 $2.0M
Jackson Thornton Wealth Management, LLC 0.26% Reduce -1.2% 4,626 $2.0M
Crumly & Associates Inc. 0.55% Add +13.8% 4,624 $2.0M
Profit Investment Management, LLC 1.56% Reduce -1.5% 4,618 $2.0M
Mach-1 Financial Group, LLC 1.22% Add +13.8% 4,617 $2.0M
Black Swift Group, LLC 0.44% Reduce -50.8% 4,602 $2.0M
Aspen Wealth Management LLC 0.60% Reduce -4.0% 4,599 $2.0M
Account Management LLC 2.35% Reduce -8.0% 4,595 $2.0M
FSA Wealth Management LLC 0.79% — 4,590 $2.0M
Waterway Wealth Management, LLC 0.85% Add +6.2% 4,587 $2.0M
CAP Partners, LLC 1.47% Reduce -2.0% 4,581 $2.0M
Keyes, Stange & Wooten Wealth Management, LLC 1.17% Add +0.5% 4,573 $2.0M
Atwood & Palmer Inc. 0.13% Reduce -0.5% 4,553 $2.0M
Napa Wealth Management 0.92% Reduce -2.7% 4,542 $2.0M
Diversified Portfolios, Inc. 0.20% Reduce -0.6% 4,535 $2.0M
Aigen Investment Management, LP 0.38% Reduce -37.2% 4,523 $1.9M
Prairiewood Capital, LLC 0.82% Reduce -0.7% 4,522 $1.9M
Nicholson Wealth Management Group, LLC 1.60% — 4,518 $1.9M
PFG Private Wealth Management, LLC 1.13% Add +0.9% 4,516 $1.9M
Smart Portfolios, LLC 1.98% Reduce -3.5% 4,515 $1.9M
OxenFree Capital LLC 1.52% Add +1.0% 4,513 $1.9M
Riverstone Advisors, LLC 1.13% Add +0.6% 4,510 $1.9M
Prescott Group Capital Management, L.L.C. 0.28% No change 4,500 $1.9M
Elser Financial Planning, Inc 2.81% Add +8.8% 4,497 $1.9M
Heritage Wealth Management, Inc. 1.74% Add +7.2% 4,490 $1.9M
American Financial Advisors, LLC 0.26% Reduce -7.3% 4,484 $1.9M
Community Bank of Raymore 1.46% Add +4.9% 4,484 $1.9M
Corrigan Financial, Inc. 0.44% Add +12.6% 4,483 $1.9M
Rock Point Advisors, LLC 0.53% Reduce -0.7% 4,473 $1.9M
Vista Investment Management 0.72% Add +0.4% 4,468 $1.9M
Essential Planning, LLC. 0.79% Add +2.0% 4,466 $1.9M
Bayshore Asset Management, LLC 0.86% Add +0.1% 4,463 $1.9M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.73% Reduce -2.1% 4,691 $1.9M
Planned Solutions, Inc. 0.78% Add +29.5% 4,443 $1.9M
Financial Network Wealth Advisors LLC 1.58% Reduce -1.3% 4,439 $1.9M
Wolf Group Capital Advisors 0.91% Reduce -21.0% 5,605 $1.9M
VitalStone Financial, LLC 1.30% Add +28.4% 4,435 $1.9M
Sageworth Trust Co 0.11% Reduce -33.8% 4,432 $1.9M
Comprehensive Wealth Management, LLC 1.24% Add +0.1% 4,431 $1.9M
Tru Independence Asset Management 2, LLC 1.60% — 4,424 $1.9M
Cadent Capital Advisors, LLC 0.65% Add +57.8% 4,424 $1.9M
Family Firm, Inc. 0.42% Add +19.6% 4,422 $1.9M
MN Wealth Advisors, LLC 1.08% Reduce -0.8% 4,416 $1.9M
Planning Center, Inc. 0.23% Add +0.4% 4,404 $1.9M
Muirfield Wealth Advisors LLC 1.61% Add +27.3% 4,403 $1.9M
Client First Investment Management LLC 1.45% No change 4,400 $1.9M
Rodgers & Associates, LTD 0.23% Reduce -0.8% 4,395 $1.9M
Kelly Financial Services LLC 0.69% Add +6.1% 4,389 $1.9M
Bell Investment Advisors, Inc 0.35% Add +0.3% 4,386 $1.9M
Blossom Wealth Management 3.79% No change 4,367 $1.9M
Whitaker-Myers Wealth Managers, LTD. 0.62% Add +3.1% 4,355 $1.9M
Revisor Wealth Management LLC 1.17% Add +14.5% 4,352 $1.9M
Elios Financial Group Inc. 0.86% — 4,352 $1.9M
Strategic Investment Solutions, Inc. 0.56% Reduce -21.8% 4,352 $1.9M
Clayton Financial Group LLC 0.70% Add +13.6% 4,350 $1.9M
Drake & Associates, LLC 0.60% Add +24.8% 4,348 $1.9M
Independent Family Office, LLC 0.94% Add +62.1% 4,360 $1.9M
Archvest Wealth Advisors, Inc. 1.19% Add +18.6% 4,344 $1.9M
OneAscent Wealth Management LLC 0.71% New 4,340 $1.9M
Red Tortoise LLC 0.93% Add +0.6% 4,314 $1.9M
Pacific Sun Financial Corp 1.02% Add +0.5% 4,312 $1.9M
Cambridge Financial Group, LLC 0.77% Add +31.3% 4,300 $1.9M
Kearns & Associates LLC 1.22% No change 4,300 $1.9M
Breed's Hill Capital LLC 1.52% Add +0.5% 4,299 $1.8M
Valued Retirements, Inc. 2.55% Reduce -7.1% 4,295 $1.8M
Curtis Advisory Group, LLC 0.52% No change 4,291 $1.8M
Tucker Asset Management LLC 0.43% Add +13.1% 4,283 $1.8M
Guidance Point Advisors, LLC 0.56% Reduce -0.4% 4,269 $1.8M
Gridiron Partners, LLC 1.11% No change 4,265 $1.8M
Hill Investment Group Partners, LLC 0.25% Reduce -5.0% 4,012 $1.8M
Talon Private Wealth, LLC 0.39% — 4,256 $1.8M
jvl associates llc 0.71% Add +10.2% 4,255 $1.8M
KFA Private Wealth Group, LLC 0.87% Reduce -0.8% 4,252 $1.8M
Private Capital Advisors, Inc. 0.20% Reduce -14.4% 4,239 $1.8M
Bridger Management, LLC 0.91% No change 4,230 $1.8M
Cravens & Co Advisors, LLC 1.40% Reduce -7.5% 4,225 $1.8M
Worth Asset Management, LLC 0.99% Add +8.0% 4,219 $1.8M
Intrepid Capital Management Inc. 1.01% Add +3.5% 4,218 $1.8M
Phocas Financial Corp. 0.20% No change 4,215 $1.8M
Selective Wealth Management, Inc. 0.75% Add +10.1% 4,370 $1.8M
Catalyst Private Wealth, LLC 0.89% Add +2.6% 4,211 $1.8M
apricus wealth, LLC 1.19% Reduce -0.5% 4,211 $1.8M
Altura Wealth Advisors Inc. 1.18% Add +86.9% 4,193 $1.8M
Veery Capital, LLC 0.68% Reduce -0.8% 4,183 $1.8M
Rezny Wealth Management, Inc. 0.45% Add +10.6% 4,175 $1.8M
Pin Oak Investment Advisors Inc. 1.63% Reduce -5.3% 4,175 $1.8M
Lockerman Financial Group, Inc. 3.03% Add +2.0% 4,158 $1.8M
Integrity Wealth Solutions LLC 1.04% Reduce -0.3% 4,148 $1.8M
Sterling Financial Group, Inc. 0.76% Reduce -0.7% 4,148 $1.8M
Richmond Brothers, Inc. 1.10% Reduce -8.7% 4,147 $1.8M
Mindset Wealth Management, LLC 0.73% — 4,134 $1.8M
Mayfair Advisory Group, LLC 1.12% Add +0.4% 4,268 $1.8M
Tudor Financial Inc. 1.09% — 4,119 $1.8M
Zeit Capital LLC 1.37% No change 4,118 $1.8M
RMR Capital Management, LLC 1.50% No change 4,107 $1.8M
Sage Advisors, LLC 1.39% Add +3.7% 4,094 $1.8M
FWG Investments, LLC. 1.52% Add +2.5% 4,089 $1.8M
Hofer & Associates. Inc 1.21% Add +0.3% 4,089 $1.8M
Conrad Siegel Investment Advisors, Inc. 0.47% Add +2.0% 4,087 $1.8M
Whelan Financial 0.72% Add +3.2% 4,086 $1.8M
CastleKnight Management LP 0.21% Reduce -31.8% 4,080 $1.8M
Smart Money Group LLC 0.63% Add +16.4% 4,314 $1.8M
Symmetry Partners, LLC 0.42% Reduce -92.6% 4,071 $1.8M
Next Capital Management LLC 0.71% Reduce -10.8% 4,070 $1.8M
Clear Investment Research, LLC 2.28% Add +1.1% 4,066 $1.7M
Bridge Advisory, LLC 0.83% Reduce -6.4% 4,065 $1.7M
Ironwood Investment Management LLC 0.85% Add +0.1% 4,061 $1.7M
Norman Fields, Gottscho Capital Management, LLC 0.58% No change 4,059 $1.7M
Stephens Consulting, LLC 0.45% Reduce -1.2% 4,056 $1.7M
PYA Waltman Capital, LLC 0.57% Add +6.7% 4,056 $1.7M
Peterson Wealth Advisors, LLC 0.33% Add +4.5% 4,054 $1.7M
MA Private Wealth 0.33% Reduce -0.9% 4,050 $1.7M
Armbruster Capital Management, Inc. 0.35% Add +2.6% 4,048 $1.7M
New Vernon Investment Management LLC 1.87% No change 4,042 $1.7M
Boulder Hill Capital Management LP 3.63% — 4,040 $1.7M
Paladin Advisory Group, LLC 1.28% Reduce -0.4% 4,038 $1.7M
Georgetown University 0.54% Add +0.2% 4,038 $1.7M
Capital Square, LLC 1.05% Add +35.6% 4,030 $1.7M
Riverwater Partners LLC 0.86% Reduce -5.3% 4,156 $1.7M
Reston Wealth Management LLC 0.62% Add +4.9% 4,011 $1.7M
Pingora Partners LLC 1.22% Reduce -2.6% 4,010 $1.7M
Saxony Capital Management, LLC 1.58% Reduce -5.7% 4,005 $1.7M
First Wilshire Securities Management Inc. 0.48% No change 4,000 $1.7M
Von Berge Wealth Management Group, LLC 1.06% Reduce -6.2% 4,090 $1.7M
National Wealth Management Group, LLC 1.16% Reduce -0.8% 3,982 $1.7M
Williamson Legacy Group, LLC 1.14% Reduce -49.6% 3,975 $1.7M
Yost Capital Management, LP 1.77% No change 3,970 $1.7M
Covestor Ltd 1.07% Add +0.5% 3,965 $1.7M
LVZ, Inc. 0.22% Add +1.4% 3,954 $1.7M
Vance Wealth, LLC 0.64% Add +5.1% 3,947 $1.7M
Portfolio Strategies, Inc. 0.23% Add +0.4% 3,946 $1.7M
Vertex Planning Partners, LLC 0.41% Reduce -0.3% 3,942 $1.7M
Curran Financial Partners, LLC 0.48% Add +0.3% 3,934 $1.7M
Rinkey Investments 0.55% Reduce -0.7% 3,930 $1.7M
Battery Global Advisors, LLC 0.92% Add +106.1% 3,929 $1.7M
O'Neil Global Advisors, Inc. 0.43% Reduce -28.7% 3,920 $1.7M
Cascade Wealth Advisors, Inc 1.21% Reduce -5.8% 3,920 $1.7M
Willow Creek Wealth Management Inc. 0.18% Reduce -2.0% 3,917 $1.7M
Pasadena Private Wealth, LLC 0.36% Reduce -2.5% 3,916 $1.7M
Avion Wealth 0.44% Add +7.4% 3,896 $1.7M
Dogwood Wealth Management LLC 0.96% Add +33.8% 3,874 $1.7M
CWC Advisors, LLC. 1.64% — 3,867 $1.7M
Hart & Patterson Financial Group LLC 0.79% Add +1.7% 3,865 $1.7M
Santori & Peters, Inc. 0.66% Reduce -2.9% 3,851 $1.7M
Granite FO LLC 0.94% Add +0.7% 3,846 $1.7M
Wiser Advisor Group LLC 2.47% Add +8.7% 3,840 $1.7M
IMPACTfolio, LLC 0.85% Reduce -1.4% 3,834 $1.6M
Voisard Asset Management Group, Inc. 0.69% Add +4.3% 3,828 $1.6M
Sard Wealth Management Group, LLC 1.09% Reduce -0.1% 3,828 $1.6M
Retirement Guys Formula LLC 0.76% Add +0.2% 3,823 $1.6M
Greenhouse Wealth Management, LLC 1.10% Add +0.2% 3,810 $1.6M
Foguth Wealth Management, LLC. 0.59% Reduce -6.4% 3,945 $1.6M
Bantamac Capital, LLC 0.79% Add +0.2% 3,794 $1.6M
Frazier Financial Advisors, LLC 1.27% Add +0.7% 3,784 $1.6M
Planning Capital Management Corp 1.08% Reduce -0.7% 3,773 $1.6M
Hardin Capital Partners, LLC 0.92% No change 3,902 $1.6M
FSC Wealth Advisors, LLC 1.16% Add +3.1% 3,756 $1.6M
Matrix Private Capital Group LLC 0.93% Add +1.4% 3,741 $1.6M
Impact Partnership Wealth, LLC 0.36% Reduce -4.9% 3,737 $1.6M
Harvest Investment Services, LLC 0.51% Add +18.7% 3,724 $1.6M
WFA of San Diego, LLC 1.36% Add +1.6% 3,723 $1.6M
Redwood Financial Network Corp 1.25% Add +0.4% 3,720 $1.6M
Absolute Capital Management, LLC 0.95% Add +31.7% 3,715 $1.6M
Intelligence Driven Advisers, LLC 0.23% Add +6.7% 3,714 $1.6M
Ferguson Shapiro LLC 0.60% Reduce -24.2% 3,713 $1.6M
Strategic Financial Partners, Ltd. 0.82% Add +2.6% 3,713 $1.6M
Yeomans Consulting Group, Inc. 0.60% Reduce -0.2% 3,709 $1.6M
Rebalance, LLC 0.12% Add +7.3% 3,704 $1.6M
Eclectic Associates Inc. 0.63% Reduce -14.4% 3,697 $1.6M
SilverOak Wealth Management LLC 0.36% No change 3,686 $1.6M
Systematic Financial Management LP 0.04% No change 3,685 $1.6M
Awm Capital, LLC 0.19% Add +4.8% 3,681 $1.6M
Biechele Royce Advisors 0.52% Reduce -3.1% 3,676 $1.6M
Marquette Asset Management, LLC 0.25% Add +17.8% 3,668 $1.6M
Mowery & Schoenfeld Wealth Management, LLC 2.49% Add +12.9% 3,666 $1.6M
Smith & Howard Wealth Management, LLC 0.44% Reduce -1.7% 3,657 $1.6M
Tenon Financial LLC 1.04% Reduce -0.4% 3,656 $1.6M
WPWealth LLP 0.33% Add +5.8% 3,645 $1.6M
Saiph Capital, LLC 0.74% Add +0.5% 3,639 $1.6M
iSAM Funds (UK) Ltd 0.89% New 3,635 $1.6M
Market Street Wealth Management Advisors LLC 0.26% Add +8.4% 3,625 $1.6M
Moneywise, Inc. 0.77% New 3,622 $1.6M
Hoge Financial Services, LLC 1.17% Add +9.2% 3,621 $1.6M
Alterna Wealth Management, Inc. 1.40% Reduce -20.1% 3,620 $1.6M
Cornercap Investment Counsel Inc. 0.46% Reduce -69.7% 3,609 $1.6M
Holland Advisory Services, Inc. 2.03% Add +0.0% 3,608 $1.6M
Silver Coast Investments LLC 0.57% Reduce -0.0% 3,606 $1.6M
Foundation Wealth Management, LLC 1.17% Reduce -3.6% 3,598 $1.5M
Seascape Capital Management 0.55% Add +0.6% 3,596 $1.5M
Tacita Capital Inc 1.01% No change 3,594 $1.5M
Arcus Capital Partners, LLC 0.56% Reduce -16.3% 3,593 $1.5M
Earnest Partners LLC 0.01% Reduce -0.5% 3,569 $1.5M
Seneca Financial Advisors LLC 0.74% Reduce -4.7% 3,558 $1.5M
Hibernia Wealth Partners, LLC 0.53% Add +16.9% 3,556 $1.5M
Defined Wealth Management, LLC 0.99% Add +4.4% 3,556 $1.5M
Integrated Capital Management, LLC 0.81% — 3,553 $1.5M
Acas, LLC 1.26% Add +3.9% 3,549 $1.5M
Edge Financial Advisors LLC 1.35% Add +7.5% 3,547 $1.5M
Slocum, Gordon & Co LLP 0.61% Reduce -16.9% 3,541 $1.5M
Geometric Wealth Advisors 0.28% Reduce -1.1% 3,539 $1.5M
Private Wealth Management Group, LLC 0.60% Add +0.8% 3,536 $1.5M
Howard Wealth Management, LLC 0.88% Reduce -0.3% 3,531 $1.5M
Tobias Financial Advisors, Inc. 0.30% Add +7.0% 3,523 $1.5M
Presilium Private Wealth, LLC 0.35% No change 3,522 $1.5M
Visionary Horizons, LLC 1.01% Add +7.7% 3,517 $1.5M
Powell Investment Advisors, LLC 0.71% Reduce -11.1% 3,518 $1.5M
Parkwoods Wealth Partners, LLC 1.24% — 3,511 $1.5M
Keb Asset Management, LLC 0.45% Add +11.8% 3,508 $1.5M
Ackerman Capital Advisors, LLC 0.39% No change 3,495 $1.5M
SMART Wealth LLC 0.59% Reduce -20.6% 3,494 $1.5M
Mountain Capital Investment Advisors Inc. 0.33% Reduce -1.5% 3,550 $1.5M
ACT Advisors, LLC. 0.71% Add +6.2% 3,489 $1.5M
Garrison Asset Management, LLC 0.76% Reduce -4.0% 3,486 $1.5M
Tanglewood Legacy Advisors, LLC 0.67% Add +12.1% 3,481 $1.5M
Forthright Family Wealth Advisory LLC 0.96% Add +0.8% 3,377 $1.5M
Insight 2811, Inc. 0.75% Reduce -0.1% 3,478 $1.5M
Magnolia Wealth Management, LLC 1.06% No change 3,471 $1.5M
Castlekeep Investment Advisors LLC 1.02% Reduce -2.8% 3,469 $1.5M
Creative Capital Management Investments LLC 0.62% Reduce -0.0% 3,469 $1.5M
Wade Financial Advisory, Inc 0.50% No change 3,455 $1.5M
William B. Walkup & Associates, Inc. 0.92% No change 3,439 $1.5M
Robinson Smith Wealth Advisors LLC 1.26% Reduce -19.7% 3,434 $1.5M
Stordahl Capital Management, Inc. 0.35% No change 3,502 $1.5M
Sterling Financial Planning, Inc. 0.54% Add +3.2% 3,418 $1.5M
Pachira Investments Inc. 1.13% Add +9.8% 3,410 $1.5M
Financial Synergies Wealth Advisors, Inc. 0.18% Add +12.7% 3,409 $1.5M
FinDec Wealth Services, Inc. 0.85% Add +0.7% 3,408 $1.5M
TruNorth Capital Management, LLC 0.43% Add +13.4% 3,404 $1.5M
Pension & Wealth Management Advisors, Inc. 0.75% Add +13.1% 3,402 $1.5M
Defender Capital, LLC. 0.49% Add +0.1% 3,401 $1.5M
Accordant Advisory Group Inc 1.62% Add +7.3% 3,395 $1.5M
Diker Management LLC 1.17% No change 3,392 $1.5M
Panoramic Investment Advisors, LLC 1.01% — 3,388 $1.5M
Morling Financial Advisors, LLC 0.56% Add +4.8% 3,388 $1.5M
Ironsides Asset Advisors, LLC 0.42% Add +23.3% 3,385 $1.5M
FNY Investment Advisers, LLC 0.71% Add +1438.6% 3,385 $1.5M
Vermillion & White Wealth Management Group, LLC 1.07% Reduce -3.8% 3,375 $1.5M
Fox Run Management, L.L.C. 0.32% Add +48.0% 3,371 $1.5M
Garrett Wealth Advisory Group, LLC 0.36% Add +9.4% 3,369 $1.4M
Rather & Kittrell, Inc. 0.36% Add +3.6% 3,369 $1.4M
FMB Wealth Management 0.82% No change 3,363 $1.4M
Heck Capital Advisors, LLC 0.17% Reduce -2.7% 3,356 $1.4M
Bernardo Wealth Planning LLC 0.35% Add +26.8% 3,463 $1.4M
Guardian Financial Partners, LLC 0.90% Add +3.2% 3,351 $1.4M
Cresta Advisors, Ltd. 0.75% Add +0.0% 3,340 $1.4M
New Harbor Financial Group, LLC 0.41% Add +164.9% 3,324 $1.4M
Columbus Macro, LLC 0.52% Reduce -1.3% 3,362 $1.4M
Wallace Capital Management Inc. 0.19% Add +2.2% 3,312 $1.4M
Colorado Capital Management, Inc. 0.70% Reduce -4.0% 3,310 $1.4M
Cowa, LLC 0.68% Reduce -28.2% 3,304 $1.4M
Joule Financial, LLC 0.52% Reduce -11.2% 3,299 $1.4M
HighMark Wealth Management LLC 0.78% Add +3.0% 3,296 $1.4M
Hyperion Partners, LLC 0.90% Reduce -0.4% 3,291 $1.4M
Horizon Bancorp Inc. 0.65% Add +3.5% 3,286 $1.4M
Insight Folios Inc 0.50% Reduce -2.1% 3,283 $1.4M
Koa Wealth Management, LLC 1.09% Add +3.9% 3,278 $1.4M
Crane Advisory, LLC 0.25% No change 3,386 $1.4M
Kuhn & Co Investment Counsel 1.20% Add +1.0% 3,261 $1.4M
Clarus Wealth Advisors 0.71% Add +3.0% 3,426 $1.4M
Asset Planning Corporation 0.91% Add +0.0% 3,257 $1.4M
Deseret Mutual Benefit Administrators 0.71% No change 3,255 $1.4M
Ionic Capital Management LLC 1.25% New 3,250 $1.4M
Parker Financial LLC 0.70% Reduce -5.2% 3,246 $1.4M
Element Wealth, LLC 0.74% Reduce -11.1% 3,245 $1.4M
True Link Financial Advisors, LLC 0.12% Add +0.2% 3,244 $1.4M
Echo Wealth Management, LLC 0.97% Reduce -3.2% 3,339 $1.4M
IVC Wealth Advisors LLC 0.76% Add +5.4% 3,237 $1.4M
Vanguard Capital Wealth Advisors 1.47% Reduce -60.8% 3,237 $1.4M
Kooman & Associates 0.51% Reduce -6.4% 3,232 $1.4M
Cassia Capital Partners, LLC 0.92% Reduce -3.7% 3,229 $1.4M
Legacy PCG, LLC 0.99% Reduce -36.2% 3,223 $1.4M
Mma Asset Management LLC 0.37% Add +44.2% 3,716 $1.4M
Elite Life Management LLC 4.52% Add +1.9% 3,218 $1.4M
Legacies Wealth LLC 1.10% Reduce -2.3% 3,215 $1.4M
Councilor Wealth, LLC 0.67% Add +0.9% 3,209 $1.4M
Cypress Point Wealth Management, LLC 0.54% Add +0.8% 3,208 $1.4M
One Plus One Wealth Management, LLC 0.82% Reduce -17.2% 3,203 $1.4M
Shelton Wealth Management, LLC 0.78% Add +2.2% 3,201 $1.4M
Trinity Financial Advisors LLC 0.62% Add +2.6% 4,019 $1.4M
WorthPointe, LLC 0.58% Add +10.3% 3,193 $1.4M
Basepoint Wealth LLC 1.01% Reduce -11.8% 3,191 $1.4M
Brightwater Advisory LLC 1.01% Reduce -90.0% 3,174 $1.4M
Aufman Associates Inc 0.88% Add +33.4% 3,173 $1.4M
FreeGulliver LLC 0.81% Add +49.8% 3,173 $1.4M
ArrowMark Colorado Holdings LLC 0.02% No change 3,169 $1.4M
JBR Co Financial Management Inc 0.89% Add +5.0% 3,168 $1.4M
CPA Asset Management Group, LLC 0.66% No change 3,166 $1.4M
WESPAC Advisors, LLC 1.01% Reduce -1.7% 3,165 $1.4M
Harris Associates (Oakmark Funds) 0.00% Add +50.0% 3,158 $1.4M
Sightline Wealth Advisors, LLC 0.75% Add +0.0% 3,158 $1.4M
Sage Investment Advisers LLC 1.42% Reduce -4.3% 3,157 $1.4M
Soundwatch Capital LLC 0.21% New 3,152 $1.4M
Second Half Financial Partners, LLC 0.72% New 3,144 $1.4M
Peak Financial Management, Inc. 0.40% Reduce -1.4% 3,142 $1.4M
Welch Capital Partners LLC 0.30% No change 3,137 $1.4M
Ridgewood Investments LLC 0.67% Reduce -26.2% 3,137 $1.3M
POM Investment Strategies, LLC 1.05% Add +0.5% 3,134 $1.3M
Lutz Financial Services LLC 0.11% Add +1.0% 3,119 $1.3M
Financial Guidance Group, Inc. 0.78% No change 3,118 $1.3M
Long Road Investment Counsel, LLC 0.53% No change 3,117 $1.3M
Stevens Capital Partners 0.64% Add +9.4% 3,115 $1.3M
Tower Wealth Partners, Inc. 0.78% Add +3.5% 3,108 $1.3M
Cairn Investment Group, Inc. 0.73% Reduce -2.7% 3,088 $1.3M
Brogan Financial, Inc. 0.76% Add +0.2% 3,088 $1.3M
LifePlan Investment Advisors, Inc. 0.85% Add +1.7% 3,088 $1.3M
Presidio Capital Management, LLC 0.85% Add +10.4% 3,086 $1.3M
Gibson Capital, LLC 0.27% No change 3,080 $1.3M
Schwartz Investment Counsel Inc. 0.05% Reduce -3.1% 3,075 $1.3M
Aspire Wealth Management Corp 0.71% Add +0.1% 3,075 $1.3M
Verus Financial Partners, Inc. 0.14% Add +1.5% 3,143 $1.3M
R. W. Roge & Company, Inc. 0.71% Reduce -6.0% 3,072 $1.3M
Uhlmann Price Securities, LLC 1.05% — 3,068 $1.3M
Westfuller Advisors, LLC 0.95% — 3,067 $1.3M
Sprinkle Financial Consultants LLC 0.94% Reduce -1.7% 3,062 $1.3M
McNaughton Wealth Management, LLC 0.64% Add +1.4% 3,054 $1.3M
Arlington Capital Management, Inc. 1.08% Reduce -2.4% 3,053 $1.3M
Innova Wealth Partners 1.08% Reduce -43.1% 3,053 $1.3M
Henrickson Nauta Wealth Advisors, Inc. 0.52% Reduce -0.4% 3,050 $1.3M
Columbia Advisory Partners LLC 1.24% Add +4.5% 3,046 $1.3M
LGT Financial Advisors LLC 3.23% Reduce -26.1% 3,039 $1.3M
Morris Financial Concepts, Inc. 0.56% Add +9.2% 3,039 $1.3M
Pitti Group Wealth Management, LLC 1.42% No change 3,475 $1.3M
Claris Advisors, LLC / Mo / 0.57% Add +4.8% 3,036 $1.3M
Trinity Wealth Management, LLC 0.60% Reduce -0.3% 3,017 $1.3M
Monumental Financial Group Inc. 0.48% Reduce -9.3% 3,017 $1.3M
Dean Investment Associates, LLC 0.18% Reduce -4.2% 3,016 $1.3M
BHK Investment Advisors, LLC 0.48% Reduce -10.4% 3,012 $1.3M
Stephens Investment Management Group LLC 0.02% No change 3,006 $1.3M
Gruss & Co., LLC 10.19% Reduce -25.0% 3,000 $1.3M
De Lisle Partners LLP 0.21% New 3,000 $1.3M
Global Wealth Strategies & Associates 0.42% Add +0.8% 2,997 $1.3M
MAS Advisors LLC 2.75% Reduce -0.6% 2,996 $1.3M
Act Wealth Management, LLC 0.57% Reduce -17.3% 2,995 $1.3M
Gimbal Financial 0.83% Reduce -3.3% 3,012 $1.3M
Ridgepath Capital Management LLC 1.02% Add +0.5% 2,970 $1.3M
Epiq Partners, LLC 0.73% Reduce -5.0% 2,969 $1.3M
Christensen, King & Associates Investment Services, Inc. 0.60% Reduce -7.0% 2,961 $1.3M
Wealthgarden F.S. LLC 1.24% No change 2,955 $1.3M
Gray Private Wealth, LLC 0.76% Reduce -2.1% 2,955 $1.3M
Tandem Wealth Advisors LLC 0.64% Add +8.1% 2,951 $1.3M
Plum Street Advisors, LLC 0.64% Add +100.4% 2,948 $1.3M
Sugar Maple Asset Management, LLC 1.09% Reduce -12.1% 2,927 $1.3M
Swmg, LLC 0.52% Add +476.4% 2,957 $1.3M
Brio Consultants, LLC 0.20% Add +18.9% 2,920 $1.3M
Continental Investors Services, Inc. 2.58% Add +2.2% 2,983 $1.3M
HFG Advisors, Inc. 1.11% No change 2,914 $1.3M
Winslow Asset Management Inc. 0.23% Reduce -3.0% 2,908 $1.3M
Sherbrooke Park Advisers LLC 0.29% New 2,907 $1.3M
Coyle Financial Counsel LLC 0.44% Add +18.6% 2,795 $1.2M
Flower City Capital 0.73% Reduce -0.9% 2,897 $1.2M
Birmingham Capital Management Co. Inc. 0.45% Reduce -3.2% 2,887 $1.2M
Wick Capital Partners, LLC 0.40% Reduce -5.5% 2,877 $1.2M
Brown Wealth Management, LLC 0.45% Add +4.4% 2,873 $1.2M
Yoder Wealth Management, Inc. 0.74% Add +11.8% 2,861 $1.2M
Kraematon Investment Advisors, Inc. 1.21% Add +14.9% 2,857 $1.2M
Opus Capital Group, LLC 0.15% Add +4.4% 2,852 $1.2M
Spectrum Wealth Advisory Group, LLC 0.69% Reduce -0.3% 2,846 $1.2M
Gallacher Capital Management LLC 0.56% Reduce -12.3% 2,842 $1.2M
Kelman-Lazarov, Inc. 0.21% Add +1.1% 2,840 $1.2M
BetterWealth, LLC 0.36% Reduce -44.5% 2,839 $1.2M
Passumpsic Savings Bank 0.80% Add +69.0% 2,832 $1.2M
Alaska Wealth Advisors, LLC 0.18% Reduce -10.6% 2,822 $1.2M
Mizuho Securities Co. Ltd. 2.97% Add +9.8% 2,800 $1.2M
ODonnell Financial Services, LLC 0.49% Add +10.0% 2,793 $1.2M
Leslie Global Wealth, LLC 0.58% Add +13.8% 2,791 $1.2M
Letson Investment Management, Inc. 0.47% No change 2,769 $1.2M
Warner Financial, Inc. 0.53% No change 2,767 $1.2M
Lloyd Advisory Services, LLC. 0.57% Add +4.2% 2,762 $1.2M
Halter Ferguson Financial Inc. 0.67% Add +20.0% 2,761 $1.2M
Inspire Advisors, LLC 0.14% Add +5.9% 2,758 $1.2M
Blankinship & Foster, LLC 0.29% Add +57.1% 2,750 $1.2M
Lowe Wealth Advisors, LLC 0.51% Add +2.2% 2,747 $1.2M
Quaker Wealth Management, LLC 0.43% — 2,743 $1.2M
Parametrica Management Ltd 1.40% Reduce -79.8% 2,731 $1.2M
Planning Directions Inc. 0.70% Reduce -17.1% 2,728 $1.2M
Hanseatic Management Services Inc. 1.66% Add +4.7% 2,723 $1.2M
One Wealth Map LLC 0.69% Reduce -2.6% 2,796 $1.2M
Tranquilli Financial Advisor LLC 0.73% Add +0.4% 2,719 $1.2M
Client 1ST Advisory Group, LLC 0.46% Add +11.1% 2,714 $1.2M
Keystone Financial Services 0.45% Add +11.4% 2,714 $1.2M
B&D White Capital Company, LLC 0.20% New 2,706 $1.2M
Juncture Wealth Strategies, LLC 0.45% Add +15.6% 2,704 $1.2M
Marks Wealth, LLC 0.50% No change 2,702 $1.2M
Red Mountain Financial, LLC 1.24% Reduce -2.2% 2,701 $1.2M
RHS Financial, LLC 0.58% New 2,688 $1.2M
Oberweis Asset Management Inc./ 0.06% Reduce -1.5% 2,685 $1.2M
Lauterbach Financial Advisors, LLC 0.70% Reduce -11.3% 2,679 $1.2M
Signature Resources Capital Management, LLC 1.05% Reduce -4.4% 2,678 $1.2M
Mfa Wealth Advisors, LLC 0.25% Add +1.7% 2,674 $1.2M
Arrowroot Family Office, LLC 0.67% Add +3.9% 2,670 $1.1M
Cornerstone Planning Group LLC 0.30% Reduce -8.6% 2,657 $1.1M
Fortune 45 LLC 0.81% Add +0.9% 2,665 $1.1M
RFG Holdings, Inc. 0.40% Reduce -12.7% 2,659 $1.1M
G2 Capital Management, LLC / Oh 0.34% Reduce -3.6% 2,663 $1.1M
NavPoint Financial, Inc. 0.92% No change 2,662 $1.1M
Conestoga Capital Advisors, LLC 0.02% No change 2,662 $1.1M
Provident Wealth Management, LLC 0.39% Add +11.3% 2,659 $1.1M
Discipline Wealth Solutions, LLC 0.60% Add +410.4% 2,659 $1.1M
Richwood Investment Advisors, LLC 0.95% Reduce -5.9% 2,659 $1.1M
AJ Advisors, LLC 0.59% Add +1.4% 2,653 $1.1M
Keener Financial Planning LLC 0.75% Reduce -16.6% 2,646 $1.1M
Marathon Mission, Inc. 0.79% Add +0.2% 2,644 $1.1M
Silverberg Bernstein Capital Management LLC 1.04% No change 2,642 $1.1M
Stegent Equity Advisors, Inc. 1.25% Add +1.9% 2,636 $1.1M
Maren Capital LLC 0.09% Reduce -15.9% 2,634 $1.1M
Hiley Hunt Wealth Management 0.65% Reduce -17.9% 2,624 $1.1M
TPG Financial Advisors, LLC 0.51% Reduce -22.3% 2,622 $1.1M
Ameraudi Asset Management, Inc. 0.51% No change 2,618 $1.1M
Main Line Retirement Advisors, LLC 0.77% Add +1.9% 2,616 $1.1M
Waterford Advisors, LLC 0.57% No change 2,612 $1.1M
MBE Wealth Management, LLC 0.62% Add +23.3% 2,612 $1.1M
Financial Planning & Information Services, Inc. 0.15% No change 2,609 $1.1M
Chiron Capital Management, LLC 0.99% Add +15.1% 2,609 $1.1M
Chris Bulman Inc 0.76% Add +5.5% 2,607 $1.1M
Everstar Asset Management, LLC 0.77% — 2,607 $1.1M
Joseph P. Lucia & Associates, LLC 0.52% Add +7.3% 2,605 $1.1M
KilterHowling LLC 0.70% Add +3.9% 2,605 $1.1M
Davis Investment Partners, LLC 0.47% Reduce -6.9% 2,681 $1.1M
Glaxis Capital Management, LLC 4.37% Reduce -60.6% 2,600 $1.1M
ArchPoint Investors 0.37% Add +8.2% 2,596 $1.1M
Trademark Financial Management, LLC 0.88% Add +14.3% 2,591 $1.1M
Occudo Quantitative Strategies LP 0.20% Reduce -80.5% 2,590 $1.1M
DORVAL Corp 0.46% No change 2,667 $1.1M
Instrumental Wealth, LLC 1.08% Add +8.5% 2,646 $1.1M
Stuart Chaussee & Associates, Inc. 0.29% No change 2,574 $1.1M
Williams & Novak, LLC 1.03% Reduce -8.2% 2,573 $1.1M
American Capital Advisory, LLC 0.64% Add +25.4% 2,573 $1.1M
Gentry Private Wealth, LLC 0.90% Reduce -0.1% 2,573 $1.1M
America First Investment Advisors, LLC 0.25% No change 2,569 $1.1M
Boulder Wealth Advisors, LLC 0.60% Add +1.0% 2,569 $1.1M
Mullaney, Keating & Wright, Inc. 0.76% Add +1.2% 2,560 $1.1M
Axim Planning & Wealth 1.24% Reduce -0.5% 2,559 $1.1M
Noble Family Wealth, LLC 0.30% No change 2,556 $1.1M
Wiser Wealth Management, Inc 0.32% Add +11.2% 2,554 $1.1M
Windsor Advisory Group, LLC 1.24% Reduce -23.3% 2,553 $1.1M
ShankerValleau Wealth Advisors, Inc. 0.37% Add +103.0% 2,552 $1.1M
ShoreHaven Wealth Partners, LLC 0.53% Add +2.2% 2,550 $1.1M
Stevard, LLC 4.46% Reduce -42.0% 2,547 $1.1M
Wealthcare Capital Management LLC 0.11% Add +0.5% 2,541 $1.1M
Carmel Capital Management L.L.C. 0.41% No change 2,539 $1.1M
Narus Financial Partners, LLC 0.39% Reduce -2.4% 2,535 $1.1M
Israel Discount Bank of New York 1.62% Add +4.1% 2,533 $1.1M
Sensible Money, LLC 0.47% Add +0.4% 2,525 $1.1M
Axiom Financial Strategies, LLC 0.57% Add +317.7% 2,523 $1.1M
Avaii Wealth Management, LLC 0.55% Reduce -19.1% 2,514 $1.1M
Dakota Community Bank & Trust NA 5.43% Reduce -1.3% 2,513 $1.1M
Austin Wealth Management, LLC 0.24% Add +5.0% 2,593 $1.1M
Foundry Partners, LLC 0.05% Reduce -6.0% 2,505 $1.1M
Meredith Wealth Planning 0.51% Reduce -6.0% 2,503 $1.1M
Intergy Private Wealth, LLC 0.41% Add +6.6% 2,496 $1.1M
Oldfather Financial Services, LLC 0.41% Add +0.6% 2,487 $1.1M
CMC Financial Group 1.57% Reduce -20.9% 2,481 $1.1M
Infrastructure Capital Advisors, LLC 0.17% New 2,477 $1.1M
Better Money Decisions, LLC 0.76% Reduce -0.9% 2,475 $1.1M
Objectivity Squared, LLC 0.74% Add +0.9% 2,597 $1.1M
Verde Capital Management 0.32% Add +163.0% 2,464 $1.1M
ARK & TLK Investments, LLC 0.38% No change 2,463 $1.1M
Cardinal Point Capital Management ULC 0.18% Add +78.8% 2,460 $1.1M
Penobscot Wealth Management 0.57% Reduce -4.8% 2,455 $1.1M
Northwest Quadrant Wealth Management, LLC 0.24% Add +0.1% 2,451 $1.1M
Covey Capital Advisors, LLC 1.16% No change 2,450 $1.1M
Caerus Investment Advisors, LLC 1.00% Add +1.0% 2,449 $1.1M
Stage Harbor Financial, LLC 0.96% Add +1.3% 2,526 $1.1M
International Private Wealth Advisors LLC 1.54% Reduce -8.9% 2,440 $1.0M
25 LLC 0.45% Add +8.3% 2,436 $1.0M
JFG Wealth Management, LLC 0.29% Add +74.5% 2,434 $1.0M
Seven Springs Wealth Group, LLC 0.39% No change 2,430 $1.0M
Axecap Investments, LLC 0.79% — 2,428 $1.0M
Keeler & Nadler Financial Planning & Wealth Management 0.51% Add +0.3% 2,418 $1.0M
Sharp Wealth Advisory, LLC 0.80% Add +1.7% 2,409 $1.0M
Fortis Advisors, LLC 0.67% Add +2.9% 2,408 $1.0M
AlphaQ Advisors LLC 2.87% Reduce -0.8% 2,391 $1.0M
Cedar Point Capital Partners, LLC 0.70% Add +0.1% 2,382 $1.0M
McMorgan & Co. LLC 0.16% No change 2,380 $1.0M
GGM Financial LLC 0.88% Add +0.3% 2,369 $1.0M
Meridian Management Co. 0.26% Add +7.4% 2,360 $1.0M
Level Financial Advisors 0.39% Reduce -13.1% 2,352 $1.0M
Wealth Group Ltd 0.29% Reduce -5.4% 2,346 $1.0M
Arkos Global Advisors 0.15% Reduce -9.4% 2,343 $1.0M
Morton Brown Family Wealth, LLC 0.36% Add +20.6% 2,338 $1.0M
BlueSky Wealth Advisors, LLC 0.16% Reduce -0.5% 2,332 $1.0M
Ballew Advisors, Inc 0.67% Add +0.8% 2,401 $1.0M
Chico Wealth RIA 0.86% Add +12.5% 2,328 $1.0M
Partners in Financial Planning 0.20% Add +14.3% 2,327 $1.0M
Kickstand Ventures, Llc. 0.25% No change 2,316 $997K
Trellis Wealth Advisors LLC 0.50% No change 2,315 $996K
Wheelhouse Advisory Group LLC 0.64% Reduce -2.9% 2,311 $995K
Caitlin John, LLC 0.64% Reduce -47.2% 2,339 $995K
DDFG, Inc 0.28% Reduce -25.7% 2,302 $991K
Dopkins Wealth Management, LLC 0.80% Reduce -14.0% 2,300 $990K
RiverGlades Family Offices LLC 0.71% No change 2,300 $990K
BancFirst Trust & Investment Management 0.33% Reduce -2.1% 2,308 $988K
Mosaic Advisors LLC 0.75% No change 2,291 $986K
Allie Family Office LLC 0.53% Add +16.5% 2,290 $985K
TNF LLC 0.35% Add +0.0% 2,314 $983K
Allen Wealth Management, LLC 0.68% Add +1.3% 2,284 $983K
Wealth Forward, LLC 0.68% Add +1.8% 2,262 $973K
Eisler Capital (UK) Ltd. 0.23% New 2,253 $969K
Wrenne Financial Planning LLC 0.58% No change 2,251 $969K
Arnhold LLC 0.09% No change 2,250 $968K
Tang Capital Management LLC 0.07% Add +176.4% 2,250 $968K
Bear Mountain Capital, Inc. 0.38% No change 2,312 $968K
Chicago Wealth Management, Inc. 0.52% Reduce -1.1% 2,248 $967K
Arbor Wealth Advisors LLC 0.87% No change 2,240 $964K
One Degree Advisors Inc 0.41% No change 2,249 $962K
Merkkuri Wealth Advisors LLC 0.76% Add +13.8% 2,233 $961K
Conservest Capital Advisors, Inc. 0.10% No change 2,280 $959K
Family Investment Center, Inc. 0.24% Add +22.7% 2,224 $957K
Annapolis Financial Services, LLC 0.28% Add +1.2% 2,223 $957K
O'Connor Financial Group LLC 0.50% Reduce -0.4% 2,216 $954K
Xcel Wealth Management, LLC 0.28% Add +18.6% 2,215 $953K
HTG Investment Advisors, Inc. 0.45% Reduce -0.2% 2,210 $951K
Horrell Capital Management, Inc. 0.28% No change 2,211 $951K
Signify Wealth 1.17% Reduce -4.3% 2,210 $951K
Great Oak Capital Partners, LLC 0.33% Add +0.1% 2,281 $949K
Raffa Wealth Management, LLC 0.23% Reduce -30.6% 2,204 $948K
GoalFusion Wealth Management, LLC 0.53% Add +4.3% 2,203 $948K
TKG Advisors, LLC 0.47% Reduce -1.4% 2,201 $947K
Mustard Seed Financial, LLC 0.79% Add +17.0% 2,200 $947K
Auour Investments LLC 0.34% Reduce -0.7% 2,187 $945K
Fort, L.P. 2.38% Reduce -6.1% 2,189 $942K
TAP Consulting, LLC 0.19% Reduce -2.4% 2,186 $941K
Sound Stewardship, LLC 0.53% Reduce -3.3% 2,185 $940K
ForthRight Wealth Management, LLC 0.31% Add +2.3% 2,178 $937K
Thompson Davis & Co., Inc. 0.69% Add +56.2% 2,177 $937K
Gouws Capital LLC 0.63% Reduce -0.2% 2,174 $935K
SWS Partners 0.30% Add +0.4% 2,173 $935K
Horizon Family Wealth, Inc. 0.67% Reduce -0.1% 2,172 $935K
Kendall Capital Management 0.29% Reduce -0.2% 2,164 $931K
Mason Investment Advisory Services, Inc. 0.05% Reduce -4.6% 2,163 $931K
Tilson Financial Group, Inc. 0.40% New 2,162 $930K
Jentner Corp 0.28% Add +0.6% 2,160 $930K
Equita Financial Network, Inc. 0.34% Add +50.5% 2,158 $929K
Vestia Personal Wealth Advisors 0.87% Add +5.7% 2,157 $928K
Melfa Wealth Management, Inc. 0.61% Reduce -1.1% 2,154 $927K
Portland Investment Counsel Inc. 0.33% No change 2,137 $920K
BIT Capital GmbH 0.09% Reduce -94.9% 2,137 $920K
Weil Company, Inc. 0.30% Add +1.2% 2,136 $919K
Balanced Wealth Group LLC 0.41% Add +0.1% 2,135 $919K
RE Dickinson Investment Advisors, LLC 0.52% No change 2,130 $916K
Cannon Financial Strategists, Inc. 0.16% Reduce -0.6% 2,124 $914K
ESL Trust Services, LLC 0.21% Reduce -4.7% 2,122 $913K
Value Aligned Research Advisors, LLC 0.24% Add +122.5% 1,980 $911K
Martel Wealth Advisors LLC 0.19% Reduce -5.0% 2,187 $910K
Motiv8 Investments LLC 0.61% Add +7.8% 2,109 $907K
Able Wealth Management LLC 0.69% Reduce -0.9% 2,107 $907K
Financial Symmetry Inc 0.63% Add +9.6% 2,106 $906K
Darrow Company, Inc. 0.52% No change 2,097 $902K
CGC Financial Services, LLC 0.36% Reduce -13.2% 2,087 $898K
Moody Aldrich Partners LLC 0.16% Reduce -30.1% 2,086 $898K
TSA Wealth Managment LLC 0.36% Add +13.1% 2,085 $897K
Altus Wealth Management, LLC 0.42% Reduce -15.1% 2,083 $896K
Virtus Advisers, LLC 0.42% Reduce -0.8% 2,082 $896K
Tidemark, LLC 0.37% Add +4.9% 2,079 $895K
Sage Financial Management Group, Inc. 0.35% New 2,071 $891K
Emergent Wealth Advisors, LLC 0.66% Add +11.3% 2,070 $891K
MontVue Capital Management, Inc. 0.68% Reduce -2.9% 2,070 $891K
Ardent Capital Management, Inc. 0.40% Reduce -0.3% 2,067 $889K
Bluestem Financial Advisors, LLC 0.41% Add +72.4% 2,067 $889K
BWM Planning, LLC 0.39% — 2,064 $888K
Galibier Capital Management Ltd. 0.20% No change 2,058 $886K
Waypoint Wealth Partners Inc. 0.23% Reduce -15.1% 2,055 $884K
Basso Capital Management, L.P. 0.81% Reduce -17.6% 2,053 $883K
Beacon Harbor Wealth Advisors, Inc. 0.21% Add +10.3% 2,052 $883K
Hoya Capital Real Estate, LLC 16.32% No change 2,044 $880K
Koesten, Hirschmann & Crabtree, INC. 0.51% Reduce -8.7% 2,037 $877K
Alamar Capital Management, LLC 0.48% No change 2,036 $876K
Collaborative Wealth Managment Inc. 0.40% Reduce -13.3% 2,033 $875K
DHK Financial Advisors, Inc. 0.53% Reduce -1.6% 2,023 $871K
Burrus Financial Services, Inc. 0.43% Add +0.1% 2,022 $870K
Etfidea, LLC 0.27% Reduce -3.5% 2,012 $866K
Long Island Wealth Management, Inc. 0.57% Reduce -4.3% 2,008 $864K
Stewardship Advisors, LLC 0.24% Add +148.9% 2,001 $861K
CMT Capital Markets Trading GmbH 0.39% Add +207.7% 2,000 $861K
Future Financial Wealth Managment LLC 0.61% Add +0.4% 1,990 $856K
Orin Green Financial, LLC 0.37% No change 1,985 $854K
Dupree Financial Group, LLC 0.36% Add +1.3% 1,985 $854K
Sequent Asset Management, LLC 0.42% Add +1.3% 1,983 $853K
Sterling Manor Financial, LLC 0.58% Add +2.1% 1,981 $852K
Brickley Wealth Management 0.17% Reduce -5.4% 1,980 $852K
Priebe Wealth Holdings LLC 0.62% Reduce -5.4% 1,979 $851K
Denver PWM, LLC 0.32% Reduce -15.4% 1,966 $846K
Ceera Investments, LLC 0.32% Add +210.3% 1,961 $844K
Bryant Woods Investment Advisors, LLC 0.43% Add +3.8% 1,938 $835K
Arcadia Wealth Management, LLC 0.44% Add +7.7% 1,939 $835K
Lecap Asset Management Ltd. 0.18% New 1,936 $833K
Copley Financial Group, Inc. 0.76% — 1,933 $832K
IAG Wealth Partners, LLC 0.15% Reduce -0.5% 1,931 $831K
Eaton-Cambridge Inc. 0.39% Reduce -2.7% 1,929 $830K
Eschler Asset Management LLP 1.23% Reduce -20.6% 1,912 $823K
Boston Mountain Money Management Inc. 0.48% Reduce -3.0% 1,907 $821K
DBK Financial Counsel, LLC 0.83% Reduce -0.2% 1,906 $820K
Martin Investment Management, LLC 0.20% No change 1,897 $816K
Ruedi Wealth Management, Inc. 0.28% Reduce -4.9% 1,893 $815K
Avid Wealth Partners LLC 0.58% Reduce -15.3% 1,890 $813K
Plotkin Financial Advisors, LLC 0.49% No change 1,890 $813K
Demars Financial Group, LLC 0.37% Reduce -2.9% 1,884 $811K
West Financial Advisors, LLC 0.16% Add +13.4% 1,883 $810K
Whitcomb & Hess, Inc. 0.24% Reduce -1.5% 1,880 $809K
Lingohr Asset Management GmbH 1.96% Add +1.7% 1,880 $809K
Woodline Partners LP 0.01% Reduce -98.6% 1,872 $806K
Kaye Capital Management 0.32% Reduce -1.6% 1,871 $805K
Poplar Forest Capital LLC 0.11% No change 1,869 $804K
Mendota Financial Group, LLC 0.38% Reduce -12.2% 1,864 $802K
Capital Wealth Alliance, LLC 0.47% Reduce -62.0% 1,863 $802K
Harbor Group, Inc. 0.18% Add +0.1% 1,854 $798K
Baron Financial Group, LLC 0.49% Add +6.4% 1,850 $796K
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 0.08% Reduce -26.0% 1,850 $796K
Compton Financial Group, LLC 0.24% No change 1,846 $794K
Fairman Group, LLC 0.72% Add +0.1% 1,845 $794K
Forbes Financial Planning, Inc. 0.57% No change 1,845 $794K
Hunter Perkins Capital Management, LLC 0.16% No change 1,840 $792K
Kahn Brothers Group Inc. 0.14% Add +0.7% 1,839 $792K
Resolute Advisors LLC 0.16% Add +9.7% 1,833 $789K
Core Wealth Advisors, Inc. 0.25% Reduce -1.0% 1,829 $787K
Golden Road Advisors LLC 0.61% Reduce -9.5% 1,808 $778K
Dodds Wealth, LLC 0.26% Add +2.9% 1,870 $778K
Surience Private Wealth LLC 0.79% No change 1,804 $776K
Oxford Asset Management LLP 0.66% New 1,803 $776K
Vinland Capital Management Gestora de Recursos LTDA. 2.95% Add +38.5% 1,800 $775K
Counterpoint Mutual Funds LLC 0.15% New 1,800 $775K
REAP Financial Group, LLC 0.19% Add +32.2% 1,790 $770K
ETF Portfolio Partners, Inc. 0.23% No change 1,789 $770K
Shakespeare Wealth Management, LLC 0.20% Add +2.6% 1,786 $768K
Cyr Financial Inc. 0.72% Add +5.9% 1,785 $768K
Compass Financial Group, Inc. 0.36% No change 1,784 $768K
Monument Group Wealth Advisors, LLC 0.46% Reduce -3.6% 1,783 $767K
FIDELIS iM, LLC 0.35% Add +6.1% 1,780 $766K
Beckerman Institutional, LLC 0.64% — 1,777 $765K
Philip James Wealth Mangement, LLC 0.10% Add +40.0% 1,757 $756K
Atlas Financial Advisors, Inc. 1.18% Add +2.1% 1,740 $749K
Clear Point Advisors Inc. 0.58% Add +0.4% 1,729 $744K
Kure Advisory, LLC 0.67% Add +2.1% 1,728 $744K
Carmel Capital Partners, LLC 0.29% Add +0.1% 1,721 $741K
Dominguez Wealth Management Solutions, Inc. 0.54% No change 1,719 $740K
Shared Vision Wealth Group LLC 0.40% Reduce -1.3% 1,718 $739K
Graham Capital Wealth Management, LLC 0.78% No change 1,711 $736K
Grey Fox Wealth Advisors, LLC 0.20% Add +2.1% 1,708 $735K
PFS Partners, LLC 0.42% Add +0.1% 1,707 $735K
DHJJ Financial Advisors, Ltd. 0.29% Reduce -1.8% 1,705 $734K
Karpus Management, Inc. 0.02% No change 1,700 $732K
Enzi Wealth 0.29% Reduce -3.4% 1,745 $731K
Arkansas Financial Group, Inc. 0.12% No change 1,698 $731K
Penney Financial, LLC 0.50% Add +6.7% 1,696 $730K
Legacy Wealth Management, LLC 0.05% New 1,695 $729K
Thomas Story & Son LLC 0.30% Add +13.4% 1,695 $729K
Delta Wealth Advisors LLC 0.70% Reduce -7.3% 1,694 $729K
Global Wealth Management, LLC 0.49% — 1,692 $728K
Foundry Financial Group, Inc. 0.45% Reduce -0.9% 1,692 $728K
Piedmont Capital Management, LLC 0.44% Reduce -11.2% 1,729 $722K
Bruce G. Allen Investments, LLC 0.56% Add +3.6% 1,670 $719K
Capstone Capital LLC 0.60% Add +5.8% 1,667 $717K
VanderPol Investments L.L.C. 1.59% Add +2.1% 1,663 $716K
Cypress Financial Planning LLC 0.26% Add +1.2% 1,660 $714K
Fulcrum Equity Management 0.60% Reduce -31.9% 1,656 $713K
Total Investment Management Inc. 0.08% Reduce -29.6% 1,655 $712K
Shay Capital LLC 0.21% Reduce -68.8% 1,655 $712K
Sharper & Granite LLC 0.32% Add +19.2% 1,650 $710K
Wall Street Financial Group, Inc. 0.75% Add +139.3% 1,649 $710K
Sagace Wealth Management LLC 0.55% Add +54.6% 1,693 $710K
Retireful, LLC 0.52% Reduce -25.9% 1,645 $708K
Weinberger Asset Management, Inc 0.30% Reduce -3.8% 1,644 $707K
AAF Wealth Management, LLC 0.36% Reduce -7.6% 1,639 $705K
High Probability Advisors, LLC 0.12% No change 1,639 $705K
EMC Capital Management 0.46% Add +167.6% 9,469 $702K
Advantage Trust Co 0.48% Add +6.5% 1,628 $701K
Tiller Private Wealth, Inc. 0.29% Add +6.1% 1,624 $699K
Sachem Hill LLC 0.14% Reduce -0.8% 1,622 $698K
Valued Wealth Advisors LLC 0.45% Reduce -3.9% 1,621 $698K
Delta Accumulation, LLC 4.62% Add +0.1% 1,620 $697K
St. Louis Trust Co 0.10% Reduce -21.4% 1,603 $690K
Sara-Bay Financial 0.25% Add +0.1% 1,602 $689K
Luminvest Wealth Management LLC 0.29% Add +7.2% 1,601 $689K
Knott David M Jr 0.24% No change 1,600 $688K
Higgins & Schmidt Wealth Strategies LLC 0.44% Reduce -2.6% 1,598 $687K
Stuart Investment Advisors, Inc. 0.39% No change 1,595 $687K
TL Private Wealth 0.31% Add +6.4% 1,672 $685K
Randall & Associates Wealth Management 0.56% Reduce -2.8% 1,585 $682K
Core Wealth Management, Inc. 0.28% No change 1,524 $681K
Raymond James Trust Co. of NH 5.56% Add +3.0% 1,570 $676K
Sollinda Capital Management LLC 0.19% Add +15.4% 1,566 $674K
Lauer Wealth, LLC 0.52% Add +174.0% 1,581 $671K
Corrado Advisors, LLC 0.42% Add +0.1% 1,546 $665K
Sippican Capital Advisors 0.46% No change 1,538 $662K
Threadgill Financial, LLC 0.39% Add +28.9% 1,537 $661K
All Season Financial Advisors, Inc. 0.56% Reduce -6.9% 1,530 $658K
New Perspectives, Inc 0.35% Add +85.9% 1,517 $653K
Cordant, Inc. 0.33% Add +8.8% 1,516 $652K
Boston Standard Wealth Management, LLC 0.13% Add +10.5% 1,516 $652K
Significant Wealth Partners LLC 0.34% Add +5.1% 1,508 $649K
Peterson Financial Group, Inc. 2.49% Reduce -0.3% 1,501 $646K
NFC Investments, LLC 0.19% Reduce -1.6% 1,500 $645K
Stone House Investment Management, LLC 0.13% Add +0.8% 1,493 $643K
EntryPoint Capital, LLC 0.37% New 1,492 $642K
Hoese & Co LLP 0.54% Add +30.9% 1,492 $642K
Financial Connections Group, Inc. 0.32% Reduce -6.6% 1,490 $641K
New England Capital Financial Advisors LLC 0.33% Reduce -1.7% 1,487 $640K
CBIZ Investment Advisory Services, LLC 0.03% Reduce -58.6% 1,483 $638K
Schiavi & Co LLC 0.23% Add +0.1% 1,480 $637K
Waller Financial Planning Group, Inc. 0.16% Add +11.7% 1,475 $635K
EnRich Financial Partners LLC 0.21% No change 1,475 $635K
Dynamic Wealth Strategies, LLC 0.51% Reduce -6.2% 1,461 $629K
Denver Wealth Management, Inc. 0.29% Add +1.3% 1,462 $629K
V2 Financial group LLC 0.41% No change 1,460 $628K
Donald L. Hagan, LLC 0.32% Reduce -1.0% 1,455 $626K
Fenimore Asset Management Inc 0.01% Add +6.9% 1,453 $625K
Financial Enhancement Group LLC 0.12% Reduce -27.4% 2,004 $625K
Inceptionr LLC 0.15% New 1,449 $624K
Corus Family Wealth Advisors 0.44% Add +18.9% 1,431 $616K
RTD Financial Advisors, Inc. 0.08% Add +4.5% 1,429 $615K
Valley Forge Investment Consultants Inc. Adv 0.21% Add +7.1% 1,427 $614K
Oceanside Advisors LLC 0.46% No change 1,424 $613K
Financial Futures Ltd Liability Co. 0.35% Reduce -0.7% 1,409 $606K
Keeley-Teton Advisors, LLC 0.07% Reduce -0.1% 1,407 $606K
Spectrum Investment Advisors, Inc. 0.41% Add +0.1% 1,401 $603K
Pps&v Asset Management Consultants, Inc. 0.41% Add +0.1% 1,395 $600K
Courage Miller Partners, LLC 0.20% Add +0.1% 1,394 $600K
Divergent Planning, LLC 0.22% Add +92.0% 1,434 $596K
Avalon Advisory Group 0.27% No change 1,381 $594K
Disciplined Investments, LLC 0.29% Add +1.1% 1,377 $593K
Beacon Wealthcare LLC 0.24% Add +12.1% 1,370 $590K
Leith Wheeler Investment Counsel Ltd. 0.04% Add +46.1% 1,368 $589K
Whitegate Investment Counselors, Inc. 0.16% Add +0.2% 1,364 $587K
O'Keefe Stevens Advisory, Inc. 0.18% Add +5.6% 1,362 $586K
Marathon Strategic Advisors, LLC 0.62% Add +14.2% 1,357 $584K
Grand Wealth Management, LLC 0.33% Reduce -5.1% 1,356 $583K
BCK Partners, Inc. 0.28% Add +1.8% 1,353 $582K
Ledgewood Wealth Advisors, LLC 0.39% New 1,349 $580K
GenWealth Group, Inc. 0.13% Add +4.2% 1,348 $580K
LBJ Family Wealth Advisors, Ltd. 0.34% Add +0.1% 1,347 $580K
Marathon Trading Investment Management LLC 0.27% Add +8.9% 1,346 $579K
Saybrook Capital 0.16% Add +15.0% 1,343 $578K
Marshall Financial Group Inc. 0.17% Reduce -15.7% 1,342 $577K
Valley Financial Group, Inc. 0.40% Reduce -5.3% 1,334 $574K
Jackson Creek Investment Advisors LLC 0.17% Reduce -80.4% 1,328 $571K
BCM Advisors, LLC 0.13% Reduce -5.7% 1,395 $570K
Truefg, LLC 0.19% Add +6.5% 1,322 $569K
Range Financial Group LLC 0.78% Reduce -61.7% 1,320 $568K
Vima LLC 1.16% Reduce -7.0% 1,320 $568K
Steph & Co. 0.18% Add +12.4% 1,314 $565K
Essex Private Wealth Management, LLC 1.33% Add +4.0% 1,312 $565K
Beacon Bridge Wealth Partners, LLC 0.24% Add +0.1% 1,309 $563K
Capital Wealth Management, LLC 0.24% Reduce -17.3% 1,304 $561K
TAGStone Capital, Inc. 0.29% Add +6.2% 1,303 $561K
Navis Wealth Advisors, LLC 0.61% Add +0.3% 1,302 $560K
Raub Brock Capital Management LP 0.11% No change 1,300 $560K
Alpha Square Group S LLC 1.46% Add +8.3% 1,300 $559K
Heritage Wealth Management, Inc./Texas 0.32% No change 1,296 $558K
Anfield Capital Management, LLC 0.21% Add +1.6% 1,290 $555K
Prism Advisors, Inc. 0.16% No change 1,287 $554K
Family Capital Trust Co 0.18% No change 1,283 $552K
Bull Oak Capital, LLC 0.32% Add +22.4% 1,277 $549K
Lagoda Investment Management, L.P. 0.32% Reduce -3.8% 1,275 $549K
O'Brien Wealth Partners LLC 0.11% Reduce -5.9% 1,272 $547K
Keating Investment Counselors Inc. 0.16% No change 1,265 $544K
Guardian Wealth Advisors, LLC 0.34% Reduce -1.9% 1,262 $543K
Applied Capital LLC 0.28% Reduce -2.9% 1,259 $542K
Lifestyle Asset Management, Inc. 0.30% Add +8.9% 1,257 $541K
Barnett & Company, Inc. 0.36% No change 1,255 $540K
Jim Saulnier & Associates, LLC 0.53% — 1,250 $538K
DSC Advisors, L.P. 4.89% Add +7.0% 1,247 $537K
Kraft Asset Management, LLC 0.42% Add +9.7% 1,247 $537K
McCarthy Asset Management, Inc. 0.33% Reduce -24.4% 1,242 $535K
Lowery Thomas, LLC 0.36% Add +0.2% 1,242 $534K
Kingdom Financial Group LLC. 0.40% Reduce -18.8% 1,241 $534K
TCP Asset Management, LLC 0.12% Add +30.7% 1,240 $534K
Landmark Wealth Management, LLC 0.23% New 1,235 $531K
Guardian Wealth Management, Inc. 0.37% No change 1,231 $530K
American Investment Services, Inc. 0.09% Add +16.1% 1,227 $528K
Fee-Only Financial Planning, L.C. 0.34% No change 1,226 $528K
Beacon Financial Planning, Inc. 0.32% Add +0.1% 1,218 $524K
Western Financial Corp 0.30% Reduce -13.4% 1,212 $521K
MTM Financial Group, LLC 0.32% No change 1,211 $521K
WINTON GROUP Ltd 0.04% Reduce -87.1% 1,199 $516K
Alpha Financial Partners LLC 0.37% Reduce -54.2% 1,193 $513K
Ehrlich Financial Group 0.37% Reduce -1.6% 1,193 $513K
Strid Group, LLC 0.08% No change 1,193 $513K
Bramshill Investments, LLC 0.06% No change 1,190 $512K
Hobart Private Capital, LLC 0.13% Add +152.1% 1,185 $510K
Cutler Capital Management, LLC 0.22% No change 1,182 $509K
Plan Group Financial, LLC 0.27% Add +52.7% 1,174 $505K
LPWM LLC 0.16% No change 1,204 $502K
Boothe Investment Group, Inc. 0.23% Reduce -14.7% 1,165 $501K
True Vision MN LLC 0.30% Reduce -12.7% 1,164 $501K
Compass Advisory Group LLC 0.19% Reduce -16.3% 1,144 $492K
American Financial & Tax Strategies Inc. 0.25% Add +0.9% 1,139 $490K
McCarthy & Cox 0.19% Add +3.9% 1,125 $484K
Maryland Capital Advisors Inc. 0.23% Add +41.8% 1,119 $482K
Kitching Partners, LLC 0.65% New 1,118 $481K
WJ Interests, LLC 0.21% Add +11.8% 1,115 $480K
Magnetar Financial LLC 0.01% Add +69.7% 1,115 $480K
FMA Wealth Management, LLC 0.35% Reduce -8.2% 1,113 $479K
Tanglewood Wealth Management, Inc. 0.06% Add +0.4% 1,113 $479K
Safe Harbor Fiduciary, LLC 0.45% — 1,111 $478K
Lountzis Asset Management, LLC 0.20% Add +0.7% 1,111 $478K
Adapt Wealth Advisors, LLC 0.25% Add +1.4% 1,103 $474K
Richard P Slaughter Associates Inc 0.11% Reduce -7.3% 1,102 $474K
Jordan Park Group LLC 0.03% New 1,100 $473K
Roth Financial Partners LLC 0.19% No change 1,094 $471K
IvyRock Asset Management (HK) Ltd 0.21% No change 1,090 $469K
HRC Wealth Management, LLC 0.30% Add +14.3% 1,085 $467K
Redmont Wealth Advisors LLC 0.73% Reduce -27.0% 1,083 $466K
Legacy Investment Solutions, LLC 0.28% — 1,095 $466K
Legacy Wealth Managment, LLC 0.28% — 1,095 $466K
Traction Financial Partners, LLC 0.37% Reduce -0.2% 1,082 $466K
Standard Family Office LLC 0.57% No change 1,081 $465K
Farnam Financial LLC 0.51% — 1,077 $464K
Marmo Financial Group, LLC 0.25% No change 1,073 $462K
Forum Private Client Group LLC 0.20% Add +0.1% 1,062 $457K
Robinson Value Management, Ltd. 0.29% No change 1,054 $454K
Latko Wealth Management, Ltd. 0.27% — 1,053 $453K
Clarity Asset Management, Inc. 0.31% Add +10.0% 1,052 $453K
Gainplan LLC 0.21% Add +0.4% 1,004 $449K
Balanced Rock Investment Advisors LLC 0.35% Reduce -1.9% 1,040 $448K
Stephen J. Garry & Associates, LLC 0.42% No change 1,037 $446K
Exane Asset Management 0.35% Reduce -30.0% 1,029 $443K
Retirement Financial Solutions, LLC 0.19% Reduce -2.6% 1,026 $442K
Benchmark Wealth Management, LLC 0.22% Reduce -8.9% 1,024 $441K
Vista Finance, LLC 0.60% Add +0.2% 1,022 $440K
Wela Strategies, Inc. 0.19% No change 1,021 $439K
Sunesis Advisors, LLC 0.26% No change 1,017 $438K
Oak Thistle LLC 0.14% New 1,012 $435K
Prairieview Wealth Partners, LLC 0.47% Reduce -2.4% 1,011 $435K
Wexford Capital LP 0.10% Reduce -16.9% 1,009 $434K
Hyperion Capital Advisors LP 0.20% No change 1,007 $433K
Highlander Partners, L.P. 0.26% No change 1,050 $433K
OLIO Financial Planning 0.18% No change 1,153 $433K
Triune Financial Partners, LLC 0.14% Add +0.2% 1,003 $432K
Interactive Financial Advisors, Inc. 0.22% No change 1,000 $430K
Quinn Opportunity Partners LLC 0.04% New 1,000 $430K
Briaud Financial Planning Inc 0.22% Add +11.2% 997 $429K
Windward Private Wealth Management Inc. 0.16% Add +79.7% 992 $427K
Altrius Capital Management Inc 0.11% Add +5.8% 989 $426K
Strategic Point Investment Advisors, LLC 0.07% No change 986 $424K
AlphaMark Advisors, LLC 0.15% Reduce -16.3% 986 $424K
Seaside Wealth Management, Inc. 0.16% No change 981 $422K
Jacobson & Schmitt Advisors, LLC 0.09% Reduce -1.3% 980 $422K
SWAN Capital LLC 0.21% Reduce -7.0% 976 $420K
Clarity Capital Advisors, LLC 0.30% No change 975 $419K
Treasure Coast Financial Planning 0.26% Reduce -0.9% 971 $418K
BCGM Wealth Management, LLC 0.14% Reduce -14.3% 967 $416K
Vawter Financial, Ltd. 0.25% Add +22.5% 959 $413K
WFA Asset Management Corp 0.22% Reduce -5.4% 958 $412K
Custos Family Office, LLC 0.15% Add +0.7% 958 $412K
Bright Financial Advisors, Inc. 0.26% Add +12.9% 956 $411K
Aspect Partners, LLC 0.23% Add +0.4% 953 $410K
Omega Financial Group, LLC 0.16% Reduce -63.8% 953 $410K
Kennicott Capital Management LLC 0.16% No change 942 $405K
Causeway Capital Management LLC 0.01% No change 940 $404K
City Center Advisors, LLC 0.45% Reduce -2.6% 938 $404K
David Kennon Inc 0.16% No change 935 $402K
Ergawealth Advisors, Inc. 0.20% Add +3.3% 934 $402K
Corepath Wealth Partners LLC 0.39% Reduce -0.3% 956 $401K
AIFG Consultants Ltd. 0.30% Reduce -2.7% 931 $401K
Afg Fiduciary Services Limited Partnership 0.27% Add +0.1% 962 $401K
Sanchez Wealth Management Group 0.12% Add +1.3% 927 $399K
Sicart Associates LLC 0.14% No change 926 $398K
Flagship Private Wealth, LLC 0.20% Add +0.3% 916 $394K
Myecfo, LLC 0.21% Add +1.7% 914 $393K
Lam Group, Inc. 0.28% No change 913 $393K
Leverty Financial Group, LLC 0.21% No change 901 $388K
XY Capital Ltd 0.21% New 901 $388K
Integrated Capital Management, Inc. 0.30% Reduce -5.0% 900 $387K
Reinhart Partners, Llc. 0.01% No change 900 $387K
nVerses Capital, LLC 0.18% Reduce -43.8% 900 $387K
Del-Sette Capital Management, LLC 0.30% No change 899 $387K
Industrial Alliance Investment Management Inc. 0.20% Reduce -6.3% 894 $385K
Mid-American Wealth Advisory Group, Inc. 0.24% Add +5.6% 893 $384K
Fusion Family Wealth, LLC 0.04% Add +35.6% 891 $383K
Cardinal Capital Management, Inc. 0.02% Add +3.4% 890 $383K
Solutions 4 Wealth, Ltd 0.75% Add +0.7% 888 $382K
Beutel, Goodman & Co Ltd. 0.00% Add +129.5% 886 $381K
Deerfield Management Company, L.P. 0.01% New 885 $381K
Yardley Wealth Management LLC 0.22% — 880 $379K
Pinnacle Financial Group, LLC / IL 0.15% Reduce -2.4% 880 $379K
Websterrogers Financial Advisors, LLC 0.13% Add +5.8% 879 $378K
Terril Brothers, Inc. 0.13% No change 878 $378K
Beacon Financial Strategies CORP 0.26% Reduce -0.8% 874 $376K
Alpha Financial Advisors, LLC 0.17% Add +0.8% 871 $375K
FPC Investment Advisory, Inc. 0.32% Add +20.8% 912 $374K
LifeGuide Financial Advisors, LLC 0.16% Reduce -16.9% 866 $373K
Shore Point Advisors, LLC 0.20% No change 865 $372K
Certus Wealth Management, LLC 0.26% No change 854 $368K
Clark Estates Inc. 0.07% No change 853 $367K
Two West Capital Advisors LLC 0.30% Reduce -1.3% 849 $366K
NDWM LLC 0.30% No change 838 $361K
Camelot Portfolios, LLC 0.35% Reduce -75.3% 835 $359K
Roger Wittlin Investment Advisory, LLC 0.21% No change 829 $357K
SWP Financial LLC 0.22% Add +5.5% 825 $355K
Andina Capital Management, LLC 0.27% Reduce -12.6% 821 $353K
RCS Financial Planning, LLC 0.20% Reduce -0.4% 821 $353K
Crosspoint Financial, LLC 1.21% No change 818 $352K
Sykon Capital LLC 0.12% No change 818 $352K
Corbyn Investment Management Inc. 0.15% No change 813 $350K
Barry Investment Advisors, LLC 0.11% Reduce -29.3% 811 $349K
Sterling Investment Advisors LLC 0.20% Reduce -0.1% 807 $347K
GR Financial Group, LLC 0.06% Add +0.6% 806 $347K
Biltmore Wealth Management, LLC 0.14% Add +0.1% 804 $346K
Legacy Wealth Asset Management, LLC 0.09% Reduce -0.3% 801 $345K
Rockport Wealth LLC 0.09% Reduce -94.5% 800 $344K
Lanham O'Dell & Company, Inc. 0.19% No change 800 $344K
1492 Capital Management LLC 0.17% Reduce -2.9% 796 $343K
Summit Investment Advisory Services, LLC 0.18% Reduce -35.1% 795 $342K
Passive Capital Management, LLC. 0.12% Add +0.1% 793 $341K
Hapanowicz & Associates Financial Services, Inc 0.17% No change 785 $338K
JDM Financial Group LLC 0.18% Add +12.0% 784 $337K
Private Wealth Group, LLC 0.17% No change 784 $337K
Pacific Wealth Management 0.16% Add +0.1% 783 $337K
Maltin Wealth Management, Inc. 0.16% Add +0.1% 782 $337K
Mycio Wealth Partners, LLC 0.08% No change 779 $335K
Highland Financial Advisors, LLC 0.12% Reduce -41.9% 779 $335K
Kinloch Capital, LLC 0.16% Add +2.0% 777 $334K
Beddow Capital Management Inc. 0.14% No change 775 $333K
Amara Financial, Llc. 0.31% — 764 $329K
NorthLanding Financial Partners, LLC 0.32% No change 761 $327K
Eq LLC 0.16% Add +0.1% 756 $325K
ETF Store, Inc. 0.33% Reduce -7.2% 753 $324K
5th Street Advisors, LLC 0.16% New 753 $324K
Mizuho Markets Cayman LP 1.43% Reduce -36.6% 751 $323K
Cornerstone Wealth Advisors, Inc. 0.09% Add +23.9% 751 $323K
Prospect Hill Management, LLC 0.16% No change 750 $323K
Skylands Capital, LLC 0.04% No change 745 $321K
Mills Wealth Advisors LLC 0.22% No change 743 $320K
Sensible Financial Planning & Management, LLC. 0.06% New 741 $319K
LPF Advisors LLC 0.27% Add +27.8% 736 $317K
ONE Advisory Partners, LLC 0.14% Add +39.0% 734 $316K
McNamara Financial Services, Inc. 0.06% Add +31.3% 734 $316K
E Fund Management (Hong Kong) Co., Ltd. 0.19% Add +26.8% 733 $315K
Pinnacle Family Advisors, LLC 0.16% Add +18.7% 731 $315K
Hillcrest Wealth Advisors - NY, LLC 0.16% No change 728 $313K
Rice Hall James & Associates, LLC 0.02% Reduce -2.0% 728 $313K
Innovator Capital Management, LLC 27.14% — 722 $311K
Greenfield Seitz Capital Management, LLC 0.11% Add +5.0% 717 $309K
Aquire Wealth Advisors, LLC 0.10% Add +3.5% 716 $308K
Spectrum Financial Alliance Ltd LLC 0.11% Add +21.4% 710 $306K
Iron Horse Wealth Management, LLC 0.10% Add +16.7% 706 $304K
Asset Allocation Strategies LLC 0.09% Add +13.2% 705 $303K
Elevate Wealth Advisory, Inc. 0.23% Reduce -0.1% 705 $303K
Klein Pavlis & Peasley Financial, Inc. 0.24% Reduce -16.4% 702 $302K
Straight Path Wealth Management 0.13% Add +21.5% 700 $301K
OPTIMAS CAPITAL Ltd 0.29% Reduce -82.5% 700 $301K
Dravo Bay LLC 0.15% Reduce -27.4% 700 $301K
Financial Alternatives, Inc 0.21% Add +2.5% 696 $300K
Thor Investment Management Inc. /Oh/ 0.22% Reduce -13.6% 686 $295K
Private Wealth Advisors, LLC 0.12% Add +17.2% 701 $295K
Kathleen S. Wright Associates Inc. 0.12% Add +24.5% 691 $294K
Stapp Wealth Management, PLLC 0.47% Add +0.7% 681 $293K
Cove Street Capital, LLC 0.23% New 680 $293K
Safir Wealth Advisors, LLC 0.23% No change 680 $293K
Cornerstone Advisors Asset Management, LLC 0.06% Add +4.6% 680 $293K
Disciplined Growth Investors Inc. 0.01% No change 679 $292K
Tuttle Capital Management, LLC 1.59% Add +14.7% 678 $292K
Horizon Advisory Services, Inc. 0.13% New 674 $290K
Compass Financial Group, INC 0.06% Add +13.2% 670 $288K
Hudson Capital Management LLC 0.10% Reduce -3.0% 670 $288K
BTS Asset Management, Inc. 0.27% New 669 $288K
Josh Arnold Investment Consultant, LLC 0.24% Reduce -47.1% 667 $287K
Ellerson Group Inc. 0.22% Add +26.9% 661 $285K
von Borstel & Associates, Inc. 0.16% — 658 $283K
Fischer Investment Strategies, LLC 0.24% Add +11.9% 656 $282K
Union Investments & Development Ltd. 1.66% No change 650 $280K
Ruane, Cunniff & Goldfarb L.P. 0.00% No change 649 $279K
Outfitters Financial LLC 0.23% Reduce -32.3% 645 $278K
Halpern Financial, Inc. 0.07% Reduce -13.7% 660 $275K
White Wing Wealth Management 0.21% Add +5.1% 640 $275K
Arrien Investments, Inc. 0.20% Reduce -3.6% 638 $275K
Letko, Brosseau & Associates Inc. 0.01% No change 638 $275K
New England Professional Planning Group Inc. 0.14% Reduce -14.0% 635 $273K
MBB Public Markets I LLC 0.02% Reduce -99.9% 630 $271K
Campbell & CO Investment Adviser LLC 0.02% New 627 $270K
Cornerstone Management, Inc. 0.06% No change 625 $269K
Shariaportfolio, Inc. 0.14% Reduce -11.8% 622 $268K
Dean, Jacobson Financial Services, LLC 0.20% New 619 $266K
Simplify Asset Management Inc. 0.02% Reduce -34.2% 619 $266K
Sinecera Capital, LLC 0.32% Add +18.2% 617 $265K
Gagnon Securities LLC 0.05% Reduce -35.4% 615 $265K
Buska Wealth Management, LLC 0.09% Reduce -21.4% 611 $263K
Unconventional Investor, LLC 0.16% Add +14.4% 604 $260K
Horizons Wealth Management 0.20% Reduce -7.3% 601 $259K
BlueCrest Capital Management Ltd 0.13% Reduce -99.1% 600 $258K
Rye Brook Capital LLC 0.37% No change 600 $258K
Hudson Portfolio Management LLC 0.25% — 598 $257K
Rosenbaum Jay D. 3.92% Reduce -73.0% 596 $256K
FC Advisory LLC 0.09% Add +0.2% 592 $255K
Access Investment Management LLC 0.08% Reduce -9.2% 590 $254K
Investments & Financial Planning, LLC 0.16% Add +0.2% 586 $252K
Share Andrew L. 0.17% No change 575 $247K
Laurel Wealth Planning LLC 0.16% Reduce -34.4% 568 $244K
Investment Planning Advisors, Inc. 0.12% No change 542 $242K
Retirement Investment Advisors, Inc. 0.03% No change 562 $242K
Bay Harbor Wealth Management, LLC 0.08% Add +12.9% 561 $241K
Capital CS Group, LLC 0.29% Reduce -72.5% 560 $241K
True Wealth Design, LLC 0.09% Reduce -57.6% 548 $236K
Wooster Corthell Wealth Management, Inc. 0.05% No change 547 $236K
Perritt Capital Management Inc 0.12% Reduce -5.9% 543 $233K
swisspartners Advisors Ltd 0.21% No change 640 $233K
Cobblestone Asset Management LLC 0.14% No change 540 $232K
Weybosset Research & Management LLC 0.08% No change 540 $232K
Cambridge Capital Management, LLC 0.15% New 537 $231K
BCU Wealth Advisors, LLC 0.14% No change 532 $229K
Theory Financial LLC 0.10% No change 562 $228K
ALM First Financial Advisors, LLC 0.06% No change 530 $228K
Schulz Wealth, LTD. 0.18% No change 527 $227K
Brave Warrior Advisors 0.00% No change 525 $226K
Syverson Strege & Co 0.08% Reduce -79.2% 525 $226K
Fortress Wealth Management, Inc. 0.11% Reduce -41.7% 521 $225K
Kanen Wealth Management LLC 0.12% No change 521 $224K
Life Planning Partners, Inc 0.20% Add +9.6% 514 $221K
Ariston Services Group 0.19% Reduce -18.9% 514 $221K
John W. Brooker & Co., CPAs 0.10% New 510 $219K
Hudson Edge Investment Partners Inc. 0.04% No change 507 $218K
Cedar Brook Financial Partners, LLC 30.82% Reduce -88.0% 500 $215K
Summit Securities Group LLC 0.14% Reduce -43.3% 500 $215K
AF Advisors, Inc. 0.03% No change 494 $213K
PACK Private Wealth, LLC 0.12% No change 493 $212K
Kings Path Partners LLC 0.09% Reduce -1.4% 493 $212K
Swan Global Investments, LLC 0.01% Reduce -2.6% 488 $210K
Weitzel Financial Services, Inc. 0.10% No change 497 $210K
Sage Financial Group Inc. 0.02% Reduce -7.6% 487 $210K
Livelsberger Financial Advisory 4.32% No change 479 $206K
HFR Wealth Management, LLC 0.05% No change 476 $205K
Elm Partners Management LLC 0.01% New 471 $203K
Rareview Capital LLC 0.15% No change 471 $203K
OmniStar Financial Group, Inc. 0.15% Add +2.6% 464 $201K
Your Advocates Ltd., LLP 0.08% Add +0.4% 453 $195K
Sanctuary Wealth Management, L.L.C. 0.14% No change 443 $191K
Disciplined Equity Management, Inc. 0.12% No change 430 $185K
Luken Investment Analytics, LLC 0.08% No change 414 $178K
Atlantic Private Wealth, LLC 0.13% Add +95.0% 388 $167K
Evolution Advisers, Inc. 0.09% Reduce -3.2% 390 $167K
USA Financial Formulas 0.03% Reduce -86.6% 388 $167K
SYSTM Wealth Solutions LLC 4.53% — 347 $149K
Family CFO Inc 0.08% No change 338 $145K
Carolina Wealth Advisors, LLC 0.07% Add +10.1% 338 $145K
Grayhawk Investment Strategies Inc. 0.21% No change 315 $136K
Morgan Dempsey Capital Management LLC 0.04% Add +50.6% 271 $117K
Bare Financial Services, Inc 0.04% No change 217 $93K
McClarren Financial Advisors, Inc. 0.01% Add +12.9% 4,035 $92K
Hussman Strategic Advisors, Inc. 0.02% No change 210 $90K
J. Stern & Co. LLP 0.01% Reduce -66.9% 200 $86K
PayPay Securities Corp 7.51% Add +39.0% 196 $84K
Bellevue Group AG 0.00% Add +8.4% 194 $83K
Horizon Financial Services, LLC 0.05% No change 190 $82K
Gleason Group, Inc. 0.01% Reduce -5.5% 190 $82K
Wells Financial Advisors INC 0.10% No change 170 $73K
MidAtlantic Capital Management, Inc. 0.05% Reduce -2.7% 144 $62K
MilWealth Group LLC 0.02% No change 140 $60K
Legend Financial Advisors, Inc. 0.04% Reduce -64.5% 138 $59K
4Thought Financial Group Inc. 0.03% No change 128 $55K
Quarry LP 0.02% Add +18.0% 118 $51K
DB Fitzpatrick & Co, Inc 0.04% Add +1.8% 116 $50K
Lion Point Capital, LP 0.17% No change 100 $43K
Christopher J. Hasenberg, Inc 0.02% Add +35.7% 95 $39K
SIMA Wealth Partners, LLC 0.03% Reduce -13.0% 80 $35K
IFS Advisors, LLC 0.02% No change 65 $28K
Authentikos Wealth Advisory, LLC 0.03% New 61 $26K
Avondale Wealth Management 0.01% Reduce -33.8% 45 $19K
Abich Financial Wealth Management LLC 0.04% Reduce -97.2% 45 $19K
Longfellow Investment Management Co. LLC 0.00% No change 39 $17K
Richardson Capital Management LLC 0.01% No change 20 $9K
Berkshire Capital Holdings Inc. 0.00% Reduce -100.0% 10 $4K

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