MicrosoftMSFT

13F holders, Q4 2024 (December 31)
5,871holders +575
105new positions
86sold out
36famous investors
$421.43avg. 13F price*

At the end of Q4 2024, 5,871 institutions reported holding Microsoft Corp. (MSFT) in their 13F filings, up 575 from Q3 2024. 105 opened new positions and 86 sold out. The largest holders were Vanguard Group Inc. ($288.3B), BlackRock, Inc. ($242.9B) and State Street Corp. ($124.4B). 36 famous investors held it, including Bill Gates / Michael Larson (28.5% of Gates Foundation Trust's portfolio), Chris Hohn (13.9% of TCI Fund Management's portfolio) and Terry Smith (11.1% of Fundsmith's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions105$4.2B
Exits86$1.5B

All 13F filers, Q3 2024 → Q4 2024: 163,173,748 shares bought and 108,089,132 shares sold, net +55,084,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5,871 holders

Vanguard Group Inc. 5.02% Add +1.6% 684,071,705 $288.3B
BlackRock, Inc. 4.93% Add +2.6% 576,226,642 $242.9B
State Street Corp. 4.91% Add +1.9% 295,109,622 $124.4B
FMR LLC 4.98% Reduce -6.7% 197,512,226 $83.3B
Geode Capital Management, LLC 5.48% Add +1.9% 168,128,024 $70.7B
T. Rowe Price Associates Inc. 6.58% Reduce -0.4% 135,151,848 $57.0B
JPMorgan Chase & Co. 4.51% Reduce -2.1% 134,943,661 $56.9B
Morgan Stanley 3.71% Add +1.2% 125,501,255 $52.9B
Norges Bank 5.82% Add +6.3% 105,202,984 $44.3B
Northern Trust Corp. 5.00% Add +16.1% 83,787,746 $35.3B
Capital International Investors 6.10% Add +0.1% 76,831,468 $32.4B
Capital Research Global Investors 6.52% Reduce -1.6% 75,180,804 $31.7B
Capital World Investors 4.38% Reduce -0.9% 68,326,984 $28.8B
Bank of America Corp. 2.66% Reduce -6.2% 68,075,900 $28.7B
Bank of New York Mellon Corp 4.84% Add +0.5% 62,128,036 $26.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 5.90% Add +9.8% 59,961,337 $25.3B
Wellington Management Group LLP 4.10% Reduce -1.9% 52,992,124 $22.3B
Legal & General Group Plc 5.72% Add +0.7% 51,250,135 $21.6B
Nuveen Asset Management, LLC 6.02% Reduce -1.5% 50,430,424 $21.3B
Charles Schwab Investment Management Inc. 3.81% Add +3.9% 49,052,704 $20.7B
Goldman Sachs Group Inc. 3.50% Add +0.7% 43,264,448 $18.2B
Franklin Resources Inc. 4.75% Add +3.7% 39,829,031 $16.8B
Alliancebernstein L.P. 5.69% Reduce -3.5% 39,793,473 $16.8B
Royal Bank of Canada 3.59% Add +8.2% 39,360,111 $16.6B
Invesco Ltd. 3.07% Add +1.5% 39,248,561 $16.5B
Ameriprise Financial Inc. 3.88% Add +1.9% 35,787,855 $15.1B
Amundi 5.19% Add +11.6% 35,120,465 $14.9B
UBS Group AG 3.24% Add +5.9% 34,264,202 $14.4B
Wells Fargo & Company 3.46% Reduce -1.6% 34,078,610 $14.4B
Massachusetts Financial Services Co. 4.35% Reduce -9.1% 32,651,052 $13.8B
Deutsche Bank AG 4.81% Reduce -6.8% 29,095,980 $12.3B
Gates Foundation Trust 28.55% Reduce -1.7% 28,457,247 $12.0B
Fisher Asset Management 4.73% Add +1.2% 28,228,502 $11.9B
Janus Henderson Group PLC 6.02% Reduce -1.1% 28,089,273 $11.8B
Barclays PLC 5.40% Reduce -15.5% 25,860,181 $10.9B
Dimensional Fund Advisors LP 2.52% Add +2.0% 24,939,886 $10.5B
HSBC Holdings PLC 6.25% Reduce -8.2% 23,852,792 $10.1B
Jennison Associates LLC 5.84% Reduce -3.2% 22,798,076 $9.6B
Swiss National Bank 5.59% Reduce -4.8% 19,948,270 $8.4B
California Public Employees Retirement System 5.42% Reduce -2.3% 19,233,688 $8.1B
Sumitomo Mitsui Trust Group, Inc. 5.21% Reduce -0.4% 18,314,488 $7.7B
Raymond James Financial Inc. 2.67% — 17,131,544 $7.2B
American Century Companies Inc. 4.06% Reduce -1.4% 16,710,149 $7.0B
Bank of Montreal 3.49% Reduce -2.7% 16,530,692 $7.0B
Principal Financial Group Inc. 3.58% Reduce -0.3% 15,599,352 $6.6B
Arrowstreet Capital, Limited Partnership 5.23% Reduce -16.6% 15,510,787 $6.5B
Mitsubishi UFJ Asset Management Co., Ltd. 6.13% Add +7.3% 14,944,306 $6.3B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6.66% Reduce -5.6% 14,672,223 $6.2B
Rhumbline Advisers 5.40% Reduce -1.4% 14,312,713 $6.0B
Swedbank AB 7.30% Add +2.9% 14,090,753 $5.9B
TCI Fund Management 13.91% Add +16.7% 13,993,637 $5.9B
Schroder Investment Management Group 5.38% Add +6.1% 13,327,049 $5.6B
Sanders Capital, LLC 8.21% Add +1.2% 13,322,075 $5.6B
National Pension Service 5.23% Reduce -0.8% 13,120,218 $5.5B
Nordea Investment Management AB 5.52% Add +9.4% 12,420,090 $5.3B
T. Rowe Price Investment Management, Inc. 3.23% Add +6.2% 12,386,198 $5.2B
Clearbridge Investments, LLC 4.19% Reduce -4.1% 12,237,284 $5.2B
Neuberger Berman Group LLC 3.94% Reduce -1.3% 11,774,993 $5.0B
Brown Advisory Inc. 6.09% Reduce -4.2% 11,392,605 $4.8B
California State Teachers Retirement System 5.46% Reduce -2.7% 11,090,492 $4.7B
State Farm Mutual Automobile Insurance Co. 4.17% No change 10,868,911 $4.6B
BNP Paribas Financial Markets 3.49% Add +11.9% 10,592,722 $4.5B
Assenagon Asset Management S.A. 7.97% Add +76.6% 10,532,402 $4.4B
Envestnet Asset Management Inc. 1.40% Add +2.3% 10,318,112 $4.3B
New York State Common Retirement Fund 5.74% Add +0.1% 10,148,406 $4.3B
Voya Investment Management LLC 5.06% Reduce -1.4% 9,955,522 $4.2B
Manufacturers Life Insurance Company, The 3.56% Add +3.9% 9,608,582 $4.1B
Primecap Management Co. 3.12% Reduce -3.0% 9,548,640 $4.0B
TD Asset Management Inc 3.53% Reduce -1.5% 9,461,884 $4.0B
PNC Financial Services Group, Inc. 2.61% Reduce -2.0% 9,244,759 $3.9B
Dodge & Cox 2.23% Reduce -0.4% 9,061,091 $3.8B
Canada Pension Plan Investment Board 3.61% Add +24.5% 8,989,302 $3.8B
Bank of Nova Scotia 6.23% Add +28.7% 8,386,912 $3.5B
FIL Ltd 3.30% Add +2.4% 8,384,811 $3.5B
Fayez Sarofim & Co 8.45% Add +1.3% 8,196,754 $3.5B
Russell Investments Group, Ltd. 4.72% Add +7.8% 8,078,425 $3.4B
Lazard Asset Management LLC 5.32% Reduce -17.3% 7,970,981 $3.4B
LPL Financial LLC 1.36% Add +7.9% 7,934,585 $3.3B
Aberdeen Group plc 6.08% Add +10.8% 7,652,131 $3.2B
CANADA LIFE ASSURANCE Co 5.55% Add +3.7% 7,644,305 $3.2B
National Bank of Canada 4.12% Reduce -20.1% 7,545,978 $3.2B
Bessemer Group Inc. 5.16% Reduce -4.4% 7,493,069 $3.2B
Citigroup Inc. 3.04% Reduce -17.4% 7,479,520 $3.2B
Baillie Gifford & Co. 2.39% Add +4.6% 7,371,795 $3.1B
DekaBank Deutsche Girozentrale 5.74% No change 7,317,273 $3.1B
Universal- Beteiligungs- und Servicegesellschaft mbH 6.11% — 7,202,815 $3.0B
State Board of Administration of Florida Retirement System 5.75% Add +0.7% 7,172,884 $3.0B
Stifel Financial Corp. 3.14% Reduce -0.0% 7,154,513 $3.0B
Prudential Financial Inc. 4.11% Reduce -7.0% 7,110,656 $3.0B
Adage Capital Partners Gp, L.L.C. 5.22% Add +1.3% 7,081,343 $3.0B
Winslow Capital Management, LLC 10.42% Reduce -3.5% 6,959,207 $2.9B
Macquarie Group Ltd. 3.53% Reduce -6.5% 7,385,796 $2.9B
CIBC Private Wealth Group LLC 5.26% Reduce -0.4% 6,834,135 $2.9B
Allianz Asset Management GmbH 4.16% Add +5.0% 6,790,567 $2.9B
Ensign Peak Advisors, Inc 5.05% Reduce -8.1% 6,743,051 $2.8B
Royal London Asset Management Ltd. 6.92% Reduce -0.3% 6,732,279 $2.8B
New York State Teachers Retirement System 5.84% Reduce -4.3% 6,574,913 $2.8B
Ninety One UK Ltd 7.39% Add +2.3% 6,556,617 $2.8B
Polen Capital Management LLC 7.30% Reduce -8.6% 6,410,882 $2.7B
GQG Partners LLC 3.96% Add +53.0% 6,337,902 $2.7B
Pictet Asset Management Holding SA 2.85% Add +17.5% 6,271,140 $2.6B
Loomis Sayles & Co. L P 3.31% Reduce -2.6% 6,196,706 $2.6B
Fundsmith 11.12% Reduce -10.3% 6,187,033 $2.6B
Corient Private Wealth LP 4.29% Reduce -5.8% 6,177,370 $2.6B
Parnassus Investments, LLC 5.60% Reduce -3.8% 5,976,144 $2.5B
Marshall Wace, LLP 3.17% Reduce -3.8% 5,924,849 $2.5B
Robeco Institutional Asset Management B.V. 4.61% Reduce -2.3% 5,768,079 $2.4B
Victory Capital Management Inc. 2.42% Add +0.3% 5,752,618 $2.4B
US Bancorp \de 3.17% Add +0.3% 5,740,822 $2.4B
Sei Investments Co. 3.10% Reduce -0.3% 5,721,982 $2.4B
Mackenzie Financial Corp. 3.26% Add +9.9% 5,680,071 $2.4B
APG Asset Management N.V. 6.59% Add +471.4% 5,812,933 $2.4B
Natixis Advisors, LLC 4.33% Add +3.8% 5,497,649 $2.3B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 5.70% Add +4.4% 5,451,524 $2.3B
Korea Investment CORP 5.45% Reduce -2.9% 5,449,397 $2.3B
Baird Financial Group, Inc. 4.37% Add +0.6% 5,420,868 $2.3B
1832 Asset Management L.P. 4.04% Add +10.9% 5,368,363 $2.3B
Tiger Global Management 8.51% No change 5,344,165 $2.3B
Aviva PLC 5.71% Reduce -0.1% 5,205,273 $2.2B
D. E. Shaw & Co. 2.52% Add +26.9% 5,046,808 $2.1B
Generation Investment Management LLP 11.08% Reduce -3.4% 5,037,536 $2.1B
HighTower Advisors, LLC 2.90% New 5,023,862 $2.1B
Credit Agricole S A 6.98% Add +33.4% 4,885,133 $2.1B
KBC Group NV 5.64% Reduce -6.2% 4,852,968 $2.0B
Danske Bank A/S 6.10% Add +10.4% 4,843,162 $2.0B
ProShare Advisors LLC 4.65% Add +22.8% 4,830,137 $2.0B
Chevy Chase Trust Holdings, LLC 6.14% Reduce -1.9% 4,784,811 $2.0B
Fred Alger Management, LLC 9.38% Reduce -2.5% 4,668,765 $2.0B
DNB Asset Management AS 8.49% Add +41.4% 4,656,797 $2.0B
Edgewood Management LLC 5.61% Reduce -7.4% 4,637,290 $2.0B
Caisse de depot et placement du Quebec 3.97% Reduce -14.8% 4,529,224 $1.9B
Fiera Capital Corp 5.96% Reduce -2.5% 4,493,702 $1.9B
Alecta Tjanstepension Omsesidigt 9.93% Add +2.0% 4,471,200 $1.9B
First Manhattan Co. Llc. 5.50% Reduce -1.0% 4,431,634 $1.9B
William Blair Investment Management, LLC 4.56% Reduce -2.9% 4,431,154 $1.9B
Mitsubishi UFJ Trust & Banking Corp 4.31% Reduce -3.4% 4,352,163 $1.8B
Bank Julius Baer & Co. Ltd, Zurich 5.58% Add +8.1% 3,970,705 $1.8B
Storebrand Asset Management As 5.47% Add +2.7% 4,265,354 $1.8B
AQR Capital Management 2.29% Add +3.8% 4,210,370 $1.8B
Truist Financial Corp. 2.78% Add +0.1% 4,199,619 $1.8B
Mariner, LLC 2.94% Reduce -4.8% 4,157,979 $1.8B
Vontobel Holding Ltd. 5.95% Reduce -7.3% 4,126,977 $1.7B
AustralianSuper Pty Ltd 8.19% Reduce -22.9% 4,118,091 $1.7B
Aristotle Capital Management, LLC 3.34% Reduce -1.9% 4,111,797 $1.7B
Zurcher Kantonalbank (Zurich Cantonalbank) 4.91% Reduce -0.2% 4,086,434 $1.7B
State of Wisconsin Investment Board 4.43% Reduce -6.3% 4,061,438 $1.7B
AXA S.A. 5.10% Reduce -1.7% 3,967,495 $1.7B
GMO 5.37% Reduce -2.1% 3,916,877 $1.7B
Nomura Asset Management Co. Ltd. 4.84% Add +0.7% 3,812,711 $1.6B
Blair William & Co. 4.67% Add +1.1% 3,811,770 $1.6B
Capstone Investment Advisors, LLC 19.82% Add +10508.6% 3,717,032 $1.6B
Public Employees Retirement Association of Colorado 6.14% Reduce -2.8% 3,668,944 $1.5B
Susquehanna International Group, LLP 2.31% Add +72.1% 3,666,645 $1.5B
Toronto Dominion Bank 2.93% Reduce -10.5% 3,645,587 $1.5B
Handelsbanken Fonder AB 5.80% Add +7.5% 3,603,020 $1.5B
Los Angeles Capital Management LLC 6.11% Reduce -5.1% 3,570,216 $1.5B
Coatue Management 5.01% Reduce -8.5% 3,526,177 $1.5B
Commonwealth Equity Services, LLC 2.17% Add +2.9% 3,522,943 $1.5B
Flossbach Von Storch SE 5.85% Add +3.8% 3,483,360 $1.5B
Soroban Capital Partners LP 19.41% Add +2.1% 3,439,410 $1.4B
Rathbones Group PLC 6.96% Add +1.7% 3,412,385 $1.4B
Treasurer of the State of North Carolina 5.59% Add +0.8% 3,403,483 $1.4B
Allspring Global Investments Holdings, LLC 2.29% Reduce -4.3% 3,418,487 $1.4B
Public Employees Retirement System of Ohio 4.90% Reduce -10.0% 3,381,830 $1.4B
Thrivent Financial for Lutherans 2.77% Add +3.5% 3,373,027 $1.4B
Healthcare of Ontario Pension Plan Trust Fund 3.02% Reduce -3.5% 3,326,977 $1.4B
Eagle Capital Management LLC 5.09% Reduce -0.2% 3,311,636 $1.4B
STRS Ohio 5.51% Reduce -4.5% 3,296,542 $1.4B
Mawer Investment Management Ltd. 6.08% Reduce -2.4% 3,178,026 $1.3B
First Trust Advisors LP 1.18% Add +22.2% 3,163,452 $1.3B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.82% Add +5.4% 3,134,165 $1.3B
Cerity Partners LLC 2.87% Reduce -2.1% 3,122,622 $1.3B
Asset Management One Co., Ltd. 4.52% Add +1.1% 3,054,077 $1.3B
Sustainable Growth Advisers, LP 6.58% Reduce -11.0% 3,110,508 $1.3B
Skandinaviska Enskilda Banken AB (publ) 5.78% Reduce -11.1% 3,010,160 $1.3B
King Luther Capital Management Corp. 5.46% Add +1.0% 2,973,495 $1.3B
CI Investments Inc. 4.72% Add +5.9% 2,967,711 $1.3B
Squarepoint Ops LLC 3.21% Add +42.9% 2,942,747 $1.2B
Menora Mivtachim Holdings LTD. 7.76% Reduce -0.2% 2,938,345 $1.2B
Alphinity Investment Management Pty Ltd 6.69% Add +12.0% 2,920,674 $1.2B
Two Sigma Advisers, LP 2.83% Reduce -1.6% 2,901,600 $1.2B
Fifth Third Bancorp 4.41% Add +0.8% 2,881,830 $1.2B
Union Bancaire Privee, UBP SA 21.62% — 1,001,712 $1.2B
AMF Tjanstepension AB 8.53% Add +1.7% 2,847,194 $1.2B
Mirae Asset Global Investments Co., Ltd. 4.86% Add +5.0% 2,803,120 $1.2B
Rockefeller Capital Management L.P. 3.08% Reduce -5.6% 2,820,942 $1.2B
Sands Capital Management, LLC 3.50% Reduce -7.9% 2,803,908 $1.2B
Lansforsakringar Fondforvaltning AB (publ) 4.46% — 2,790,785 $1.2B
Keybank National Association 4.48% Reduce -0.0% 2,769,470 $1.2B
Retirement Systems of Alabama 4.20% Reduce -0.2% 2,686,432 $1.1B
State of Tennessee, Department of Treasury 4.08% Reduce -4.3% 2,667,400 $1.1B
Candriam S.C.A. 6.52% Add +5.1% 2,667,188 $1.1B
Public Sector Pension Investment Board 4.74% Add +4.2% 2,663,055 $1.1B
Creative Planning 1.09% Add +3.7% 2,655,768 $1.1B
KLP Kapitalforvaltning As 5.29% — 2,649,918 $1.1B
Focus Partners Wealth 2.87% Add +41.9% 2,613,338 $1.1B
Wealth Enhancement Advisory Services, LLC 2.10% Add +13.7% 2,598,280 $1.1B
State of New Jersey Common Pension Fund D 4.41% Reduce -0.3% 2,590,134 $1.1B
Millennium Management 0.97% Reduce -43.7% 2,586,179 $1.1B
Panagora Asset Management Inc. 4.91% Reduce -3.4% 2,521,824 $1.1B
Teacher Retirement System of Texas 3.80% Add +27.1% 2,498,412 $1.1B
Axiom Investors LLC 7.71% Add +7.5% 2,481,329 $1.0B
UniSuper Management Pty Ltd 7.37% Add +0.3% 2,436,347 $1.0B
Cibc World Markets Corp. 6.01% Add +25.7% 2,421,485 $1.0B
Clear Street LLC 20.05% Add +17.7% 2,396,500 $1.0B
Viking Global Investors 3.26% Add +16.9% 2,390,300 $1.0B
Nisa Investment Advisors, LLC 3.90% Add +5.8% 2,387,367 $1.0B
Impax Asset Management Group plc 4.52% Reduce -10.4% 2,370,430 $997.7M
M&T Bank Corp 3.34% Reduce -1.2% 2,363,269 $996.1M
State of Michigan Retirement System 5.14% Reduce -4.1% 2,346,867 $989.2M
Jacobs Levy Equity Management, Inc. 3.47% Add +9.0% 2,326,692 $980.7M
Calamos Advisors LLC 6.55% Reduce -1.7% 2,317,841 $977.0M
MetLife Investment Management, LLC 5.25% Add +1.1% 2,295,888 $967.7M
PineStone Asset Management Inc. 8.86% Add +9.4% 2,242,074 $945.0M
CIBC Asset Management Inc 3.02% Add +4.1% 2,185,698 $921.0M
Resona Asset Management Co.,Ltd. 5.44% Reduce -4.7% 2,174,415 $919.3M
Temasek Holdings (Private) Ltd 3.60% Reduce -6.3% 2,154,264 $908.0M
Cardano Risk Management B.V. 13.91% Reduce -0.5% 2,150,988 $906.6M
Federated Hermes, Inc. 1.98% Add +1.5% 2,145,256 $904.2M
Captrust Financial Advisors 2.56% Add +4.6% 2,123,871 $895.2M
Corebridge Financial, Inc. 4.80% Reduce -1.8% 2,107,373 $888.3M
Janney Montgomery Scott LLC 2.45% Add +0.8% 2,096,211 $883.6M
Fort Washington Investment Advisors Inc. 5.27% Add +1.3% 2,094,318 $882.8M
Fundsmith Investment Services LTD. 11.39% Reduce -5.3% 2,077,968 $875.9M
Arizona State Retirement System 5.30% Add +1.2% 2,056,059 $866.6M
Jensen Investment Management Inc. 7.84% Reduce -3.1% 2,055,344 $866.3M
Daiwa Securities Group Inc. 3.88% Add +15.3% 2,043,053 $861.1M
USS Investment Management Ltd 6.22% Add +3.6% 2,031,511 $856.2M
Montrusco Bolton Investments Inc. 10.32% Reduce -12.6% 2,085,394 $852.5M
Veritas Asset Management LLP 7.90% Reduce -9.8% 2,010,982 $847.6M
Commerce Bank 5.19% Reduce -2.5% 1,996,723 $841.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 5.01% Add +8.9% 1,993,654 $840.3M
Cetera Investment Advisers 1.74% Add +1.8% 1,979,211 $834.2M
Swiss Life Asset Management Ltd 6.16% Add +67.3% 1,980,200 $834.2M
Sarasin & Partners LLP 9.20% Add +33.5% 1,977,464 $833.5M
Mairs & Power Inc. 8.03% Add +0.7% 1,969,379 $830.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 7.14% Reduce -0.8% 1,910,178 $830.1M
M&G PLC 5.20% Add +8.2% 1,930,215 $814.6M
WCM Investment Management, LLC 1.91% Reduce -0.6% 1,908,720 $810.9M
Scotia Capital Inc. 4.26% Add +4.8% 1,917,204 $808.2M
Tredje AP-fonden 7.17% Add +3.5% 1,894,400 $798.5M
Altarock Partners LP 16.13% Reduce -2.2% 1,891,641 $797.3M
Forsta Ap-Fonden 5.65% Reduce -0.4% 1,886,500 $795.2M
Pinebridge Investments, L.P. 5.95% Reduce -3.2% 1,875,131 $790.4M
Westfield Capital Management Co. LP 3.44% Reduce -2.2% 1,872,811 $789.4M
Comerica Bank 3.18% Reduce -2.3% 1,870,932 $788.6M
Cibc World Market Inc. 1.81% Add +8.8% 1,864,105 $785.7M
Acadian Asset Management LLC 2.27% Add +4.0% 1,854,043 $781.4M
Osaic Holdings, Inc. 1.72% Add +19.0% 2,138,085 $767.6M
Lord, Abbett & Co. LLC 2.54% Reduce -12.5% 1,820,028 $767.1M
Xponance LLC 6.96% Add +2.5% 1,809,058 $762.5M
Brown Brothers Harriman & Co. 5.31% Reduce -0.2% 1,796,545 $757.2M
Northwestern Mutual Wealth Management Co. 0.63% Add +4.0% 1,763,890 $743.5M
Egerton Capital (UK) LLP 8.57% Add +2.2% 1,758,009 $741.0M
Alkeon Capital Management LLC 4.22% Reduce -0.1% 1,727,953 $728.3M
Nissay Asset Management Corp. /Japan 4.36% Add +9.4% 1,661,554 $715.3M
Point72 Asset Management 2.00% Add +356.9% 1,693,461 $713.8M
Capitolis Liquid Global Markets LLC 6.90% Add +8.7% 1,680,370 $708.3M
B. Metzler seel. Sohn & Co. AG 7.27% Reduce -4.4% 1,674,273 $706.7M
Assetmark, Inc. 1.90% Add +6.7% 1,663,502 $701.2M
Pathstone Holdings, LLC 3.10% Reduce -12.2% 1,663,344 $701.1M
DSM Capital Partners LLC 10.71% Reduce -4.9% 1,645,967 $693.8M
Glenmede Trust Co. NA 3.53% Reduce -8.6% 1,641,383 $691.8M
Lone Pine Capital 5.13% Reduce -1.0% 1,639,697 $691.1M
Farallon Capital Management, L.L.C. 3.64% Add +11.3% 1,633,147 $688.4M
TCW Group Inc. 5.77% Add +4.8% 1,630,345 $687.2M
Bahl & Gaynor LLC 3.62% Add +9.5% 1,622,581 $683.9M
Man Group plc 2.13% Reduce -8.1% 1,616,547 $681.4M
Czech National Bank 6.29% Add +6.5% 1,612,365 $679.6M
OMERS ADMINISTRATION Corp 5.90% Add +2.1% 1,600,617 $674.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 4.15% Reduce -2.3% 1,580,878 $666.3M
ING Groep NV 4.48% Reduce -45.6% 1,576,983 $664.7M
Zurich Insurance Group Ltd 5.41% Reduce -6.7% 1,573,968 $663.4M
Amalgamated Bank 5.44% Reduce -1.4% 1,572,618 $662.9M
Worldquant Millennium Advisors LLC 4.27% Add +6.5% 1,565,239 $659.7M
Magellan Asset Management Ltd 7.19% Add +12.4% 1,552,169 $654.2M
Mirova US LLC 7.82% Reduce -2.9% 1,546,921 $652.0M
Natixis 4.42% Reduce -36.6% 1,542,618 $650.2M
Comgest Global Investors S.A.S. 10.65% Add +1.5% 1,542,077 $650.0M
Polar Capital Holdings Plc 3.62% Reduce -5.0% 1,525,430 $643.0M
Holocene Advisors, LP 2.08% Add +61.7% 1,519,382 $640.4M
Everett Harris & Co. 8.06% Reduce -0.7% 1,511,215 $637.0M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 7.64% No change 1,500,000 $632.3M
C WorldWide Group Holding A/S 7.60% Reduce -7.7% 1,477,787 $622.9M
BlueSpruce Investments, LP 12.61% Add +59.0% 1,472,499 $620.7M
Rafferty Asset Management, LLC 2.19% Add +3.8% 1,467,612 $618.6M
Allen Investment Management, LLC 7.12% Reduce -12.3% 1,462,426 $616.4M
Ontario Teachers Pension Plan Board 8.50% Reduce -44.7% 1,449,656 $611.0M
Longview Partners (Guernsey) LTD 4.56% Reduce -4.1% 1,447,613 $610.2M
Unisphere Establishment 5.31% Add +13.7% 1,444,650 $608.9M
Compagnie Lombard Odier SCmA 8.97% Add +4.4% 1,442,571 $608.0M
AEGON ASSET MANAGEMENT UK Plc 7.99% Reduce -16.2% 1,438,258 $605.9M
Employees Provident Fund Board 7.50% Reduce -4.2% 1,433,668 $604.3M
Gateway Investment Advisers LLC 6.66% Reduce -3.6% 1,420,495 $598.7M
Van Lanschot Kempen Investment Management N.V. 5.85% Reduce -2.4% 1,396,185 $588.5M
Mercer Global Advisors Inc. 1.43% Reduce -36.0% 1,399,063 $587.7M
Capital Wealth Planning, LLC 5.33% Add +8.7% 1,367,544 $576.4M
LBP Am SA 7.78% Add +11.0% 1,366,608 $576.0M
JARISLOWSKY, FRASER Ltd 3.35% Reduce -5.3% 1,371,654 $572.7M
Cantillon Capital Management LLC 3.42% Add +0.5% 1,343,400 $566.2M
Federation des caisses Desjardins du Quebec 2.86% Add +11.3% 1,333,289 $561.9M
IFM Investors Pty Ltd 5.70% Reduce -8.3% 1,331,410 $561.2M
Mn Services Vermogensbeheer B.V. 3.75% Add +2.1% 1,318,711 $555.8M
BI Asset Management Fondsmaeglerselskab A/S 5.76% Add +54.7% 1,294,761 $545.7M
MUFG Securities EMEA plc 10.01% Add +3834.0% 1,269,647 $535.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 5.38% Reduce -0.5% 1,261,880 $531.9M
QRG Capital Management, Inc. 5.48% Add +2.7% 1,261,855 $531.9M
Boston Trust Walden Corp 3.71% Reduce -3.3% 1,253,590 $528.4M
Hudson Bay Capital Management LP 3.80% Reduce -27.9% 1,249,492 $526.7M
Altshuler Shaham Ltd 17.85% Add +618.2% 1,246,484 $525.4M
Utah Retirement Systems 5.73% Add +0.2% 1,233,875 $520.1M
LGT Group Foundation 8.04% Add +1.7% 1,231,880 $519.2M
Haverford Trust Co 5.14% Reduce -0.5% 1,227,549 $517.4M
Yacktman Asset Management 6.00% Reduce -2.5% 1,217,007 $513.0M
Huntington National Bank 4.73% Add +1.6% 1,190,775 $501.9M
Vulcan Value Partners, LLC 8.38% Add +44.5% 1,188,258 $500.8M
Cambridge Investment Research Advisors, Inc. 1.67% Reduce -1.4% 1,186,757 $500.2M
Cincinnati Insurance Co. 8.82% No change 1,183,997 $499.1M
MML Investors Services, LLC 1.70% Add +5.0% 1,171,798 $493.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 5.03% Add +1.9% 1,169,130 $492.8M
Epoch Investment Partners, Inc. 2.38% Reduce -15.6% 1,165,523 $491.3M
Regions Financial Corp. 3.61% Reduce -1.0% 1,164,982 $491.0M
Ako Capital LLP 6.66% Reduce -9.7% 1,142,735 $481.7M
Banque Transatlantique SA 12.20% — 1,272,124 $479.4M
NorthCoast Asset Management LLC 2.35% Add +37.3% 1,136,446 $479.2M
Harding Loevner LP 3.21% Reduce -16.9% 1,128,624 $475.7M
Teachers Retirement System of the State of Kentucky 4.16% Reduce -1.6% 1,124,727 $474.1M
Saturna Capital Corp. 6.36% Reduce 0.0% 1,111,828 $468.6M
Banco Bilbao Vizcaya Argentaria, S.A. 4.89% Reduce -22.6% 1,101,498 $465.8M
Factory Mutual Insurance Co. 5.03% Reduce -1.1% 1,103,168 $465.0M
Lazard Freres Gestion S.A.S. 9.26% Add +10.9% 1,097,248 $462.5M
Cercano Management LLC 11.78% Reduce -4.2% 1,097,216 $462.5M
Lido Advisors, LLC 2.91% Add +10.6% 1,093,754 $461.0M
New York Life Investment Management LLC 4.47% Add +0.8% 1,086,121 $457.8M
Police & Firemen's Retirement System of New Jersey 4.44% — 1,081,898 $456.0M
Zacks Investment Management 4.21% Reduce -7.2% 1,080,177 $455.3M
Local Pensions Partnership Investment Ltd 8.42% — 1,073,749 $452.6M
State of Alaska, Department of Revenue 5.03% Reduce -2.8% 1,067,542 $450.0M
Newlands Management Operations LLC 2.79% No change 1,050,322 $442.7M
First Foundation Advisors 16.55% Reduce -0.5% 1,042,557 $439.4M
Brighton Jones LLC 12.67% Add +60.7% 1,040,807 $438.7M
Guggenheim Capital LLC 3.59% Reduce -2.3% 1,030,283 $434.3M
Quantinno Capital Management LP 4.27% Add +22.2% 1,029,141 $433.8M
Quilter Plc 8.54% Add +3.8% 1,025,954 $432.4M
W1M Investment Management Ltd 6.85% Add +6.8% 1,019,768 $429.8M
Van Eck Associates Corp. 0.55% Add +2.6% 1,015,295 $427.9M
Ursa Fund Management, LLC 76.43% New 1,008,500 $425.1M
Altimeter Capital Management 7.55% Reduce -37.4% 993,480 $418.8M
Verition Fund Management LLC 2.18% Add +53.1% 993,429 $418.7M
ABN AMRO Bank N.V. 5.65% Add +1.0% 1,002,661 $418.4M
Varma Mutual Pension Insurance Co 3.15% Reduce -11.1% 983,776 $414.7M
Bartlett & Co. Wealth Management LLC 5.96% Add +0.9% 975,468 $411.2M
Appaloosa 6.36% No change 970,000 $408.9M
Banque Pictet & Cie SA 3.98% Reduce -1.8% 974,144 $408.8M
Capital Group Private Client Services, Inc. 3.76% Reduce -1.4% 969,476 $408.6M
Employees Retirement System of Texas 4.09% Add +1.9% 969,365 $408.6M
Sanctuary Advisors, LLC 2.58% Reduce -1.8% 982,867 $407.9M
Mediolanum International Funds Ltd 5.26% Reduce -7.0% 957,252 $405.7M
MAI Capital Management 3.01% Add +9.3% 957,632 $403.6M
Cullen/Frost Bankers, Inc. 5.51% Reduce -1.4% 957,150 $403.4M
Bridges Investment Management Inc. 5.60% Reduce -1.6% 950,154 $400.5M
Citadel Advisors 0.37% Reduce -25.0% 948,236 $399.7M
TD Waterhouse Canada Inc. 3.20% Add +3.2% 943,039 $397.3M
Ferguson Wellman Capital Management, Inc. 7.45% Reduce -1.1% 929,084 $391.6M
iA Global Asset Management Inc. 6.86% Add +6.2% 927,307 $390.9M
Mutual of America Capital Management LLC 4.20% Reduce -2.8% 926,907 $390.7M
NewEdge Advisors, LLC 2.34% Add +7.7% 924,536 $389.7M
Bank Pictet & Cie (Europe) AG 8.53% Add +3.1% 926,144 $388.6M
DAVENPORT & Co LLC 2.28% Add +2.4% 920,479 $388.4M
Yousif Capital Management, LLC 4.29% Reduce -2.5% 920,711 $388.1M
Groupama Asset Managment 8.07% Reduce -7.2% 910,288 $386.7M
Danica Pension, Livsforsikringsaktieselskab 7.18% Add +6.9% 910,618 $383.8M
Whittier Trust Co. 5.05% Add +0.9% 909,060 $383.2M
Welch & Forbes LLC 4.91% Reduce -0.4% 905,642 $381.7M
GUARDCAP ASSET MANAGEMENT Ltd 6.04% Reduce -11.7% 887,410 $374.0M
Coldstream Capital Management Inc. 7.97% Add +1.3% 887,406 $374.0M
Aware Super Pty Ltd as trustee of Aware Super 5.97% — 887,379 $374.0M
Empower Advisory Group, LLC 1.26% Add +1.9% 887,052 $373.9M
Carmignac Gestion 5.93% Add +18.9% 882,565 $372.1M
Williams Jones Wealth Management, LLC. 4.48% Reduce -2.3% 881,514 $371.6M
Erste Asset Management GmbH 4.55% Add +9.2% 894,858 $371.0M
Chilton Investment Co. Inc. 9.52% Add +0.4% 878,490 $370.3M
Vanguard Personalized Indexing Management, LLC 5.58% Add +5.1% 875,879 $369.2M
Capital International, Inc. 4.35% Add +12.4% 873,838 $368.3M
Evercore Wealth Management, LLC 5.50% Reduce -0.3% 870,960 $367.1M
E. Ohman J:or Asset Management AB 8.52% Add +0.5% 866,721 $365.3M
Cwm, LLC 1.51% Add +4.3% 865,480 $364.8M
Commerzbank Aktiengesellschaft 8.76% Reduce -3.9% 862,865 $363.7M
Tidal Investments LLC 2.96% Add +36.6% 856,336 $360.9M
O'shaughnessy Asset Management, LLC 3.03% Add +9.6% 848,018 $357.4M
Troy Asset Management Ltd 11.77% Reduce -5.6% 847,778 $357.3M
Stockbridge Partners LLC 7.57% Add +11.5% 846,730 $356.9M
Stonehage Fleming Financial Services Holdings Ltd 9.98% Reduce -8.7% 846,015 $356.6M
Intech Investment Management LLC 3.46% Reduce -10.9% 845,979 $356.6M
Vaughan Nelson Investment Management, L.P. 3.31% Reduce -4.3% 843,919 $355.7M
Raiffeisen Bank International AG 5.38% — 835,705 $355.0M
Jane Street Group, LLC 0.56% Reduce -56.7% 824,734 $347.6M
Kestra Advisory Services, LLC 1.91% Reduce -4.6% 823,027 $346.9M
Jones Financial Companies LLLP 0.33% Add +38.3% 818,188 $344.9M
Atalanta Sosnoff Capital, LLC 7.49% Add +2.8% 816,331 $344.1M
Ofi Invest Asset Management 7.94% — 826,457 $336.4M
Achmea Investment Management B.V. 5.48% Reduce -1.4% 790,671 $333.3M
Border to Coast Pensions Partnership Ltd 6.49% Add +3.4% 786,051 $331.1M
Bristol John W & Co. Inc. 5.43% Reduce -2.2% 784,197 $330.5M
Steward Partners Investment Advisory, LLC 2.93% Add +1.9% 784,164 $330.5M
Findlay Park Partners LLP 3.28% Reduce -0.8% 783,410 $330.2M
HM Payson & Co. 5.58% Add +1.4% 781,013 $329.2M
Cannell & Spears LLC 6.75% Reduce -6.3% 779,299 $328.5M
Ieq Capital, LLC 3.17% Add +3.1% 778,127 $328.0M
Groupe la Francaise 8.10% — 780,126 $327.3M
Pacer Advisors, Inc. 0.73% Add +8.3% 774,557 $326.5M
Johnson Investment Counsel Inc. 3.18% Add +4.5% 773,198 $325.9M
Bradley Foster & Sargent Inc. 5.44% Add +0.5% 767,392 $323.5M
GF Fund Management Co. LTD. 6.97% — 765,080 $322.5M
Navera Investment Management Ltd. 5.72% Reduce -1.6% 758,556 $319.7M
AE Wealth Management LLC 2.70% Add +11.3% 754,812 $318.2M
Jupiter Asset Management Ltd. 3.10% Reduce -10.5% 753,429 $317.6M
Ilmarinen Mutual Pension Insurance Co 2.72% Add +53.6% 751,919 $316.9M
London Co. of Virginia 1.73% Reduce -5.1% 751,885 $316.9M
SRB Corp. 18.10% No change 748,727 $315.6M
Silvercrest Asset Management Group LLC 2.10% Add +5.7% 747,298 $315.0M
Tiaa Trust, National Association 0.95% Add +2.2% 739,983 $311.9M
D.A. Davidson & Co. 2.54% Add +2.8% 739,373 $311.6M
Sterling Capital Management LLC 4.27% Reduce -3.8% 737,664 $310.9M
Metropolis Capital Ltd 10.66% Add +9.8% 721,589 $304.1M
Beck Mack & Oliver LLC 5.63% Reduce -1.4% 721,084 $303.9M
J. Safra Sarasin Holding AG 5.10% Add +5.3% 713,802 $300.9M
Nomura Holdings Inc. 1.60% Add +72.2% 713,801 $300.9M
Agf Management Ltd. 1.50% Add +32.3% 711,409 $299.9M
Oppenheimer & Co. Inc. 4.46% Add +0.3% 708,591 $298.7M
Financial Counselors Inc. 4.35% Add +0.6% 707,351 $298.1M
Mizuho Securities USA LLC 5.41% Add +46.2% 704,658 $297.0M
Manning & Napier Advisors LLC 3.38% Add +58.0% 702,192 $296.0M
Balyasny Asset Management L.P. 0.70% Reduce -38.1% 698,922 $294.6M
Marsico Capital Management LLC 7.98% Reduce -3.0% 696,504 $293.6M
&partners 3.52% Add +57.4% 692,772 $293.3M
ACR Alpine Capital Research, LLC 6.33% Add +53.6% 693,056 $292.1M
Rokos Capital Management LLP 6.51% Reduce -13.1% 689,399 $290.6M
EP Wealth Advisors, LLC 2.37% Reduce -1.1% 687,532 $289.8M
Abn Amro Investment Solutions 5.41% Reduce -4.6% 686,267 $289.3M
Eastern Bank 5.35% Reduce -0.2% 682,869 $287.8M
Laird Norton Wetherby Trust Company, LLC 39.28% Reduce -8.3% 681,515 $287.3M
NewEdge Wealth, LLC 4.97% Add +5.6% 679,931 $286.6M
Wealthfront Advisers LLC 0.84% Add +6.1% 679,296 $286.3M
Burgundy Asset Management Ltd. 2.88% Reduce -9.1% 675,708 $284.8M
Connor, Clark & Lunn Investment Management Ltd. 1.29% Add +1.3% 675,007 $284.5M
Armstrong Henry H Associates Inc. 28.40% Reduce -0.7% 674,124 $284.1M
Banco Santander, S.A. 3.41% Add +1.6% 672,666 $283.5M
Skye Global Management LP 5.90% Add +13.1% 672,000 $283.2M
Fiduciary Trust Co 3.74% Add +0.3% 671,373 $283.0M
Oppenheimer Asset Management Inc. 3.43% Reduce -0.8% 669,264 $282.1M
Bridgewater Associates 1.29% Reduce -23.3% 667,036 $281.2M
Congress Asset Management Co. 1.89% Add +10.5% 661,770 $278.9M
Aristotle Atlantic Partners, LLC 8.76% Reduce -4.8% 660,927 $278.6M
First Eagle Investment Management, LLC 0.62% Add +0.0% 657,544 $277.2M
Perpetual Ltd 3.25% Reduce -5.7% 656,229 $276.6M
Cresset Asset Management, LLC 1.33% Reduce -44.6% 655,665 $276.4M
CCLA Investment Management 4.36% Reduce -0.7% 652,371 $274.8M
Elo Mutual Pension Insurance Co 5.83% Reduce -3.0% 650,985 $274.4M
Voyager Global Management LP 10.94% Add +44.4% 650,000 $274.0M
Crake Asset Management LLP 29.17% Add +8.8% 641,473 $270.4M
Oregon Public Employees Retirement Fund 4.94% Add +0.1% 637,392 $268.7M
Artemis Investment Management LLP 3.80% Reduce -16.3% 633,515 $267.0M
Sapient Capital LLC 5.10% Add +1.1% 633,184 $266.9M
Jefferies Financial Group Inc. 3.08% Add +4649.3% 632,083 $266.4M
Generali Asset Management SPA SGR 6.79% — 630,883 $265.9M
Clal Insurance Enterprises Holdings Ltd 2.39% Reduce -5.0% 629,119 $265.2M
Douglass Winthrop Advisors, LLC 5.15% Add +1.1% 627,060 $264.3M
Phoenix Financial Ltd. 3.60% Reduce -0.1% 625,666 $263.8M
Badgley Phelps Wealth Managers, LLC 6.15% Reduce -1.6% 624,839 $263.4M
Maverick Capital 4.74% Add +1.9% 624,277 $263.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 10.23% Add +5.9% 623,471 $262.8M
United Capital Financial Advisors, LLC 2.22% Add +4.6% 622,134 $262.2M
Louisiana State Employees Retirement System 4.92% Reduce -2.7% 620,600 $261.6M
Sequoia Financial Advisors, LLC 2.52% Reduce -0.7% 620,356 $261.5M
Whittier Trust Co. of Nevada Inc. 6.41% Add +2.6% 619,025 $260.9M
Prudential PLC 1.32% Reduce -7.1% 618,712 $260.8M
Intermede Investment Partners Ltd 6.96% Reduce -15.6% 618,545 $260.7M
Canoe Financial LP 4.24% Add +525.9% 617,606 $260.3M
Susquehanna Advisors Group, Inc. 18.06% — 610,000 $257.1M
BLI - Banque de Luxembourg Investments 6.94% — 601,259 $255.4M
Ethic Inc. 5.11% Add +17.7% 600,951 $253.3M
Two Sigma Investments, LP 0.61% Reduce -1.6% 600,769 $253.2M
Private Advisor Group, LLC 1.42% Add +1.5% 600,392 $253.1M
Third Point 3.44% Reduce -31.0% 600,000 $252.9M
Evelyn Partners Investment Management LLP 8.19% — 598,858 $252.4M
Trillium Asset Management, LLC 6.53% Reduce -3.7% 597,853 $252.0M
Hyperion Asset Management Ltd 8.34% Add +5.2% 596,806 $251.6M
Advisors Capital Management, LLC 3.96% Add +2.1% 596,799 $251.6M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 18.41% Reduce -12.1% 591,835 $251.4M
NEOS Investment Management LLC 5.90% Add +27.1% 593,905 $250.3M
Kornitzer Capital Management Inc. 4.87% Reduce -1.3% 587,615 $247.7M
SG Americas Securities, LLC 1.07% Add +94.7% 577,602 $243.5M
Baron Capital (BAMCO) 0.63% Reduce -0.2% 576,241 $242.9M
LGT Capital Partners LTD. 9.23% Reduce -8.2% 575,657 $242.6M
Pinnacle Financial Partners Inc 4.87% Add +0.3% 566,009 $240.4M
Fisher Funds Management LTD 5.80% — 568,874 $240.3M
Milestone Resources Group Ltd 7.93% No change 568,973 $239.8M
Tower Research Capital LLC (TRC) 4.75% Add +144.1% 567,394 $239.2M
Clark Capital Management Group, Inc. 1.66% Reduce -0.6% 562,750 $237.2M
Riverbridge Partners LLC 3.23% Reduce -3.3% 562,087 $236.9M
Foxhaven Asset Management, LP 6.29% Reduce -5.4% 556,470 $234.6M
Joho Capital LLC 40.68% Reduce -14.7% 556,200 $234.4M
Crestwood Advisors Group, LLC 4.40% Add +1.4% 556,183 $234.4M
Guinness Asset Management LTD 4.39% Add +6.0% 554,292 $233.7M
Envestnet Portfolio Solutions, Inc. 0.76% Add +7.3% 552,911 $233.1M
Gulf International Bank (UK) Ltd 5.87% Reduce -1.1% 551,948 $232.6M
Beacon Pointe Advisors, LLC 2.58% Reduce -2.7% 551,174 $232.3M
Liontrust Investment Partners LLP 3.36% Reduce -17.5% 549,873 $231.8M
Flputnam Investment Management Co. 4.21% Add +2.5% 547,159 $230.6M
Artisan Partners Limited Partnership 0.35% Reduce -61.5% 545,365 $229.9M
Tocqueville Asset Management L.P. 3.58% Add +0.0% 540,882 $228.0M
Capital International Sarl 5.18% Add +8.8% 531,993 $224.2M
Samlyn Capital, LLC 3.57% Reduce -25.7% 530,416 $223.6M
Gabelli Funds LLC 1.70% Reduce -0.4% 530,284 $223.5M
NS Partners Ltd 9.19% Reduce -0.7% 527,528 $222.4M
UMB Bank, n.a. 3.51% Reduce -4.2% 526,203 $221.8M
First Financial Bankshares Inc 4.78% Add +3.2% 523,850 $220.8M
Shelton Capital Management 5.47% Add +6.0% 521,386 $219.8M
Markel Group 1.93% Add +0.9% 519,480 $219.0M
Great Lakes Advisors, LLC 1.87% Reduce -6.6% 518,568 $218.6M
Edmond DE Rothschild Holding S.A. 3.73% Add +8.0% 517,266 $218.0M
Avanza Fonder AB 6.46% — 516,162 $217.6M
Capital Advisors Inc. 4.33% Add +0.4% 515,075 $217.1M
South Dakota Investment Council 4.32% Reduce -2.2% 514,227 $216.7M
Capital Counsel LLC 9.26% Reduce -0.3% 514,153 $216.7M
Westwood Holdings Group Inc. 1.69% Add +0.8% 513,362 $216.4M
Silvant Capital Management LLC 8.96% Reduce -7.2% 511,804 $215.7M
Kentucky Retirement Systems 6.35% Reduce -1.4% 510,790 $215.3M
Peapack Gladstone Financial Corp. 3.10% Reduce -0.2% 506,883 $213.7M
Illinois Municipal Retirement Fund 3.01% Add +1.6% 504,519 $212.7M
Argent Capital Management LLC 5.97% Reduce -1.9% 501,636 $211.4M
Moore Capital Management, LP 4.26% Add +1150.0% 500,000 $210.8M
Nicholas Company, Inc. 3.40% Reduce -0.0% 498,410 $210.1M
Dorsal Capital Management, LP 6.28% Add +16.5% 495,000 $208.6M
Cincinnati Financial Corp. 4.54% Reduce -23.5% 491,150 $207.0M
Kensico Capital Management Corp. 4.72% Reduce -0.9% 489,700 $206.4M
Quintet Private Bank (Europe) S.A. 11.27% Add +7.0% 486,007 $204.9M
Crawford Investment Counsel Inc. 3.67% Reduce -1.9% 483,673 $203.9M
Daiichi Life Insurance Co., Ltd. 5.60% Reduce -5.4% 480,678 $202.6M
Aptus Capital Advisors, LLC 2.41% Add +28.8% 479,391 $202.1M
Meyer Handelman Co. 6.99% Reduce -0.2% 479,355 $202.0M
Busey Bank 6.60% Add +1.1% 477,328 $201.2M
Townsquare Capital LLC 2.27% Add +3.8% 477,316 $201.2M
Woodline Partners LP 1.34% Add +24969.8% 469,306 $197.8M
Lockheed Martin Investment Management Co. 7.85% Add +13.4% 467,670 $197.1M
Performance Wealth Partners, LLC 6.33% Add +0.2% 467,264 $197.0M
Fullerton Fund Management Co Ltd. 6.84% Add +103.9% 464,626 $195.8M
Avantax Advisory Services, Inc. 1.23% Add +5.9% 464,370 $195.7M
Polar Asset Management Partners Inc. 3.80% New 463,400 $195.3M
Pinnacle Associates Ltd. 2.63% Reduce -8.9% 460,111 $193.9M
Hartford Investment Management Co. 6.35% Reduce -1.8% 459,397 $193.6M
DJE Kapital AG 4.51% — 455,330 $192.8M
Northwest & Ethical Investments L.P. 5.22% Add +3.2% 456,022 $192.2M
Glenview Trust Co 3.60% Add +2.3% 455,268 $191.9M
Wilmington Savings Fund Society, FSB 3.42% Add +5.9% 450,373 $189.8M
Southpoint Capital Advisors LP 4.45% Reduce -10.0% 450,000 $189.7M
Citizens Financial Group Inc. 3.69% Add +1.1% 449,028 $189.3M
Adams Diversified Equity Fund, Inc. 7.11% Reduce -5.1% 446,000 $188.0M
Delta Asset Management LLC 16.70% Reduce -1.6% 442,707 $186.6M
ANTIPODES PARTNERS Ltd 6.46% Add +81.3% 440,815 $185.8M
TrinityBridge Ltd 5.19% No change 437,066 $184.2M
AIA Group Ltd 4.45% Add +0.1% 436,797 $184.1M
Davis R M Inc. 3.57% Add +1.1% 434,559 $183.2M
Country Trust Bank 4.57% Add +1.9% 434,167 $183.0M
OVERSEA-CHINESE BANKING Corp Ltd 5.23% Reduce -2.2% 433,788 $182.9M
Stonegate Investment Group, LLC 4.86% Reduce -2.0% 432,342 $182.2M
Atria Investments, Inc 2.27% Reduce -1.4% 432,235 $182.2M
PGGM Investments 2.41% Reduce -13.1% 429,734 $181.1M
Norinchukin Bank, The 3.80% Add +5.5% 427,067 $180.0M
Metis Global Partners, LLC 5.41% Add +1.8% 426,231 $179.7M
Scharf Investments, LLC 5.31% Reduce -5.8% 424,895 $179.1M
Bailard, Inc. 4.58% Reduce -2.2% 424,807 $179.1M
Freestone Capital Holdings, LLC 6.16% Reduce -4.2% 422,231 $178.0M
Railway Pension Investments Ltd 2.36% Add +1.9% 422,000 $177.9M
Bokf, NA 3.00% Add +1.0% 423,437 $177.4M
Americana Partners, LLC 7.18% Add +284.6% 416,782 $175.7M
Modera Wealth Management, LLC 2.12% Reduce -0.8% 416,107 $175.4M
Evergreen Quality Fund GP, Ltd. 5.60% Add +26.3% 413,701 $174.4M
Seilern Investment Management Ltd 9.93% — 413,458 $174.3M
Atria Wealth Solutions, Inc. 1.90% Reduce -8.7% 409,856 $172.8M
Associated Banc-Corp 5.20% Reduce -3.3% 409,373 $172.6M
Crossmark Global Holdings, Inc. 3.18% Reduce -6.8% 409,063 $172.4M
Rwa Wealth Partners, LLC 2.12% Add +6.0% 411,078 $172.3M
Staley Capital Advisers Inc. 7.56% Reduce -0.8% 404,252 $170.4M
Salem Investment Counselors Inc. 5.58% Reduce -0.6% 403,427 $170.0M
Maryland State Retirement & Pension System 3.66% Reduce -6.0% 401,965 $169.4M
Securian Asset Management, Inc. 4.90% Reduce -2.8% 399,593 $168.4M
Synovus Financial Corp. 2.11% Reduce -11.6% 393,888 $166.0M
Douglas Lane & Associates, LLC 2.32% Reduce -2.7% 389,662 $164.2M
Nippon Life Global Investors Americas, Inc. 7.57% Reduce -10.0% 389,630 $164.2M
Voloridge Investment Management, LLC 0.58% Add +93.4% 388,936 $163.9M
Cryder Capital Partners LLP 11.91% Reduce -27.6% 388,432 $163.7M
Boston Financial Mangement LLC 4.90% Add +0.5% 384,474 $162.1M
Mirae Asset Securities (usa) Inc. 7.56% Add +247.3% 383,789 $161.8M
Tokio Marine Asset Management Co. Ltd. 5.71% Add +8.8% 381,170 $160.7M
BNP Paribas 2.23% Reduce -2.3% 364,277 $160.3M
MassMutual Private Wealth & Trust, FSB 4.46% Reduce -0.3% 377,308 $159.0M
Mission Wealth Management, LP 3.78% Reduce -0.2% 376,490 $158.7M
Consulta Ltd 10.35% Add +25.0% 375,000 $158.1M
Florida Trust Wealth Management Co 5.05% Reduce -1.4% 374,820 $158.0M
Vident Advisory, LLC 2.74% Add +75.4% 370,218 $156.1M
Composition Wealth, LLC 3.15% Add +20.5% 368,878 $155.5M
Munro Partners 5.39% Reduce -17.8% 367,683 $155.0M
James Hambro & Partners LLP 6.08% Add +1.3% 365,500 $154.0M
Pensioenfonds Rail & Ov 10.46% Add +12.4% 365,302 $154.0M
Trivest Advisors Ltd 6.98% Reduce -21.7% 365,000 $153.8M
Becker Capital Management Inc. 5.01% Reduce -1.0% 363,776 $153.3M
Curi Capital, LLC 3.53% Add +12.3% 363,301 $153.1M
Exchange Traded Concepts, LLC 3.09% Add +108.0% 360,474 $151.9M
Allworth Financial LP 0.83% Add +11.2% 338,643 $151.1M
DF Dent & Co. Inc. 1.89% Add +0.1% 354,760 $149.5M
New Mexico Educational Retirement Board 5.02% Reduce -2.5% 354,347 $149.4M
Stock Yards Bank & Trust Co. 5.10% Reduce -5.9% 352,478 $148.6M
PointState Capital LP 3.38% Add +1.5% 351,997 $148.4M
Stratos Wealth Partners, LTD. 2.08% Reduce -0.9% 345,682 $145.7M
TCTC Holdings, LLC 5.19% Add +0.1% 342,868 $144.5M
HB Wealth Management, LLC 1.48% Add +6.2% 342,347 $144.3M
Allianz SE 3.75% Add +9.2% 339,592 $144.1M
Castleark Management LLC 5.00% Reduce -12.3% 339,924 $143.3M
Prime Capital Investment Advisors, LLC 2.07% Add +1.9% 338,433 $142.6M
Segall Bryant & Hamill, LLC 1.96% Reduce -3.8% 337,739 $142.4M
Nan Shan Life Insurance Co., Ltd. 3.40% Reduce -14.7% 336,206 $141.7M
Stephens Inc. 1.99% Add +5.7% 335,804 $141.5M
Vinva Investment Management Ltd 5.38% Add +4.9% 332,408 $141.2M
Covea Finance 6.34% Reduce -6.9% 333,762 $140.7M
Focused Investors LLC 4.41% Reduce -0.8% 331,500 $139.7M
Zevenbergen Capital Investments LLC 2.85% Add +0.0% 331,404 $139.7M
Harvest Fund Management Co., Ltd 6.47% Add +22.2% 331,274 $139.7M
SVB Wealth LLC 2.61% New 331,078 $139.5M
Bowie Capital Management, LLC 7.39% Add +8.2% 330,786 $139.4M
Bristlecone Advisors, LLC 10.88% Add +0.8% 330,429 $139.3M
Chilton Capital Management LLC 5.86% Add +0.0% 329,871 $139.0M
E Fund Management Co., Ltd. 6.95% Add +35.5% 328,599 $138.5M
Braun Stacey Associates Inc. 5.16% Reduce -2.2% 327,895 $138.2M
Independent Advisor Alliance 1.82% Add +8.5% 326,011 $137.4M
Greenleaf Trust 1.25% Reduce -1.5% 325,726 $137.3M
J. L. Bainbridge & Co., Inc. 12.95% Reduce -0.4% 325,716 $137.3M
Kestra Private Wealth Services, LLC 2.34% Add +18.8% 325,635 $137.3M
Choreo, LLC 1.97% Add +0.3% 322,963 $136.8M
Old National Bancorp 3.21% Add +0.9% 321,456 $135.5M
Atreides Management 4.22% New 319,358 $134.6M
Benjamin Edwards Inc. 1.92% Add +3.0% 318,573 $134.4M
Cornerstone Advisors, LLC 5.35% Reduce -7.8% 318,400 $134.2M
Hancock Whitney Corp. 4.24% Add +0.9% 317,775 $133.9M
Elite Wealth Management, Inc. 31.29% Reduce -2.5% 317,346 $133.8M
Mesirow Financial Investment Management, Inc. 2.65% Add +7.0% 315,952 $133.2M
McDaniel Terry & Co. 10.91% Add +6.1% 315,594 $133.0M
Confluence Investment Management LLC 1.84% Reduce -1.2% 315,443 $133.0M
GW&K Investment Management, LLC 1.13% Reduce -1.5% 314,559 $132.6M
Saratoga Research & Investment Management 6.66% Reduce -12.8% 313,457 $132.1M
Clarius Group, LLC 9.02% Add +1.1% 313,283 $132.0M
Profund Advisors LLC 4.79% Add +9.1% 311,047 $131.1M
KCM Investment Advisors LLC 4.53% Reduce -1.8% 309,763 $130.6M
Capital International Ltd. 5.28% Add +1.6% 307,156 $129.5M
Choate Investment Advisors 3.09% Add +2.6% 305,058 $128.6M
Sit Investment Associates Inc. 2.90% Reduce -6.5% 303,488 $127.9M
Heritage Investors Management Corp. 4.12% Add +0.3% 303,135 $127.8M
Fortis Capital Management LLC 23.75% Add +2.8% 303,081 $127.7M
Howland Capital Management LLC 5.58% Reduce -1.4% 302,261 $127.4M
Clifford Swan Investment Counsel LLC 4.58% Reduce -1.7% 301,958 $127.3M
Vaughan David Investments LLC 3.00% Reduce -1.6% 301,265 $127.0M
Clearstead Advisors, LLC 1.93% Reduce -1.8% 301,176 $126.9M
Meeder Asset Management Inc. 8.79% Add +55.3% 300,517 $126.7M
Formuepleje A/S 6.83% Add +1.2% 300,443 $126.6M
Wesbanco Bank Inc. 4.32% Add +1.5% 299,590 $126.3M
Daymark Wealth Partners, LLC 5.32% Add +0.3% 393,473 $125.9M
Palestra Capital Management LLC 3.45% Reduce -3.7% 298,553 $125.8M
CW Advisors, LLC 1.73% Reduce -6.9% 297,898 $125.6M
Mogy Joel R Investment Counsel Inc. 7.34% Reduce -0.1% 292,829 $123.4M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 3.87% Reduce -1.6% 288,121 $122.4M
Shell Asset Management Co. 5.31% Reduce -8.8% 288,299 $121.5M
Chicago Capital, LLC 3.22% Add +5.0% 288,087 $121.4M
Highland Capital Management, LLC 6.92% Reduce -0.9% 287,263 $121.1M
Advisors Asset Management, Inc. 2.22% Add +1.2% 286,446 $120.7M
Cohen Klingenstein LLC 4.12% Reduce -10.6% 285,500 $120.3M
Apollon Wealth Management, LLC 2.77% Add +19.3% 285,295 $120.3M
Carnegie Investment Counsel 3.44% Add +2.2% 284,454 $119.9M
Mondrian Investment Partners LTD 1.96% Reduce -2.1% 286,174 $118.8M
Bollard Group LLC 3.28% Reduce -3.8% 280,471 $118.2M
Oak Ridge Investments LLC 9.24% Add +6.0% 279,468 $117.8M
Integrated Wealth Concepts LLC 1.37% Add +9.1% 279,364 $117.8M
Triple Frond Partners LLC 15.19% Add +10.4% 278,458 $117.4M
Birch Hill Investment Advisors LLC 5.46% Add +0.1% 278,384 $117.3M
Noked Israel Ltd 23.01% Add +65.1% 277,400 $116.9M
Livforsakringsbolaget Skandia, Omsesidigt 6.17% Reduce -0.5% 276,892 $116.6M
Donaldson Capital Management, LLC 4.44% Add +0.5% 275,970 $116.3M
Farmers & Merchants Investments Inc. 3.64% Add +1.0% 275,785 $116.2M
Wilkinson Global Asset Management LLC 7.14% Reduce -0.8% 275,511 $116.1M
Argent Trust Co 4.71% Add +0.1% 273,872 $115.4M
Avenir Corp. 11.81% Reduce -5.8% 273,608 $115.3M
Meiji Yasuda Asset Management Co Ltd. 4.37% Add +0.8% 272,855 $115.0M
Guyasuta Investment Advisors Inc. 7.22% Reduce -0.2% 272,209 $114.7M
NorthCrest Asset Manangement, LLC 3.40% Add +2.2% 269,328 $113.5M
Dana Investment Advisors, Inc. 3.75% Add +3.0% 269,134 $113.4M
Locust Wood Capital Advisers, LLC 4.19% Add +1.8% 268,905 $113.3M
Dakota Wealth Management 2.61% Reduce -0.7% 268,885 $113.3M
Savant Capital, LLC 0.89% Reduce -1.4% 268,847 $113.3M
Baker Avenue Asset Management, LP 3.47% Add +1.3% 268,429 $113.1M
Alpha Cubed Investments, LLC 5.17% Add +3.9% 268,016 $113.0M
Ami Asset Management Corp. 6.00% Reduce -2.4% 267,277 $112.7M
Alphadyne Asset Management LP 46.62% Add +9.8% 266,793 $112.5M
XN LP 4.89% New 265,320 $111.8M
Synergy Asset Management, LLC 8.64% Add +115.0% 263,271 $111.6M
Advisory Services Network, LLC 2.08% Add +4.3% 264,271 $111.4M
Hantz Financial Services, Inc. 1.94% Reduce -3.4% 263,870 $111.2M
Park National Corp. 4.07% Reduce -2.4% 263,364 $111.0M
Northeast Investment Management 4.88% Add +0.3% 261,089 $110.0M
Empire Life Investments Inc. 6.87% Reduce -3.8% 259,497 $109.4M
Empirical Finance, LLC 6.32% Reduce -1.3% 259,139 $109.2M
Motley Fool Asset Management LLC 5.69% Add +13.7% 258,985 $109.2M
JTC Employer Solutions Trustee Ltd 7.72% Reduce -1.4% 256,253 $108.9M
OneDigital Investment Advisors LLC 1.26% Reduce -4.1% 257,504 $108.5M
Nwam LLC 6.65% Reduce -3.2% 255,292 $107.6M
Davis Selected Advisers 0.62% Reduce -1.2% 254,991 $107.5M
Maple Capital Management, Inc. 7.88% Reduce -0.4% 253,782 $107.0M
Caledonia Investments PLC 12.76% No change 253,317 $106.7M
Martin Currie Ltd. 3.91% Reduce -3.0% 252,058 $106.2M
Systematic Alpha Investments, LLC 3.90% No change 251,402 $106.0M
Wesleyan Assurance Society 8.09% Add +1.1% 250,996 $105.7M
Sather Financial Group Inc 6.62% Reduce -1.0% 250,764 $105.7M
Westpac Banking Corp. 6.97% Add +4.2% 249,084 $105.0M
Cypress Funds LLC 14.12% No change 249,049 $105.0M
Scge Management, L.P. 1.94% Reduce -77.3% 249,000 $105.0M
Roffman Miller Associates Inc. 6.42% Add +0.4% 247,681 $104.4M
Canada Post Corp Registered Pension Plan 6.15% — 247,059 $104.1M
Standard Investments LLC 5.81% New 247,000 $104.1M
CENTRAL TRUST Co 2.55% Add +0.4% 246,844 $104.0M
Parthenon LLC 12.57% Reduce -1.8% 246,515 $103.9M
Gladstone Capital Management LLP 8.59% Reduce -26.2% 244,635 $103.1M
OAKMONT Corp 17.96% Add +7.1% 243,682 $102.7M
First Citizens Bank & Trust Co. 1.88% Add +11.9% 242,857 $102.4M
NZS Capital, LLC 4.35% Reduce -32.4% 242,302 $102.1M
Klingenstein Fields & Co. LP 4.11% Reduce -0.7% 242,095 $102.0M
Ancora Advisors LLC 2.28% Add +0.6% 242,057 $102.0M
Stack Financial Management, Inc 9.31% Reduce -0.7% 241,653 $101.9M
Avalon Trust Co 7.24% Add +1.1% 241,415 $101.8M
Jia Investment Alliance Pte. LTD. 10.48% No change 240,900 $101.5M
Bowen Hanes & Co. Inc. 2.72% Reduce -0.3% 240,352 $101.3M
Howard Capital Management, LLC 1.57% Add +9.8% 239,848 $101.1M
F/m Investments LLC 3.73% Reduce -5.8% 239,639 $101.0M
Gradient Investments LLC 2.04% Add +22.7% 239,558 $101.0M
Gilder Gagnon Howe & Co. LLC 1.09% Reduce -8.3% 239,475 $100.9M
Park Avenue Securities LLC 1.03% Add +18.3% 238,354 $100.5M
Grandfield & Dodd, LLC 6.18% Reduce -1.2% 237,718 $100.2M
Chesley Taft & Associates LLC 4.65% Reduce -0.5% 237,642 $100.2M
Marathon Asset Management Ltd 2.79% Reduce -5.2% 237,363 $100.0M
First National Trust Co 3.75% Add +0.8% 237,303 $100.0M
Homestead Advisers Corp 2.41% Add +3.9% 236,787 $99.8M
Northwestern Mutual Investment Management Company, LLC 2.20% Add +0.2% 236,066 $99.5M
Community Trust & Investment Co. 6.15% Add +9.1% 235,761 $99.4M
Cullen Capital Management, LLC 1.15% Reduce -1.3% 234,375 $98.8M
Wealthspire Advisors, LLC 0.97% Add +4.2% 231,856 $97.7M
Franklin Street Advisors Inc. 6.49% Reduce -0.5% 231,420 $97.5M
Alberta Investment Management Corp 0.68% Add +98.5% 230,035 $97.0M
Nearwater Capital Markets, Ltd 2.77% — 230,000 $96.9M
Bain Capital Public Equity Management II, LLC 4.46% Reduce -24.9% 229,978 $96.9M
Sander Capital Advisors Inc. 44.56% Reduce -1.3% 229,681 $96.8M
Laird Norton Wetherby Wealth Management, LLC 4.64% Reduce -4.6% 229,619 $96.8M
Ycg, LLC 7.67% Reduce -3.0% 228,932 $96.5M
Tudor Investment Corporation 1.03% Add +31.9% 228,798 $96.4M
Caprock Group, LLC 3.15% Reduce -0.7% 228,247 $96.2M
Optiver Holding B.V. 3.10% Add +149.6% 227,629 $95.9M
Investment House LLC 5.21% Reduce -2.8% 227,184 $95.8M
Evergreen Capital Management LLC 3.11% Reduce -1.8% 227,024 $95.7M
Insight Holdings Group, LLC 6.17% Add +37.6% 226,430 $95.4M
Gotham Asset Management 0.90% Reduce -3.6% 226,068 $95.3M
Oriental Harbor Investment Master Fund 9.57% No change 225,956 $95.2M
Norris Perne & French LLP 6.89% Reduce -0.1% 225,801 $95.2M
Bristol Gate Capital Partners Inc. 4.62% Reduce -0.7% 225,191 $94.9M
Rockland Trust Co. 4.83% Add +1.6% 225,147 $94.9M
Private Wealth Partners, LLC 7.26% Reduce -0.4% 224,892 $94.8M
SBI Securities Co., Ltd. 2.92% — 224,710 $94.7M
Trust Co. of Vermont 4.59% Add +5.1% 224,291 $94.5M
Calamos Wealth Management LLC 4.80% Add +1.7% 224,258 $94.5M
Moors & Cabot, Inc. 4.47% Add +0.9% 222,876 $93.9M
Meiji Yasuda Life Insurance Co 1.77% Add +2.9% 222,744 $93.9M
Ameritas Investment Partners, Inc. 3.04% Add +2.6% 222,158 $93.6M
Diversified Trust Co. 2.28% Add +3.0% 221,844 $93.5M
Bleakley Financial Group, LLC 2.81% Add +1.3% 221,654 $93.4M
Merit Financial Group, LLC 1.68% Add +22.7% 221,381 $93.3M
Prospera Financial Services Inc 2.17% Add +6.7% 220,836 $93.1M
Vestcor Inc 3.08% Reduce -0.5% 220,788 $93.1M
Trajan Wealth LLC 5.15% Add +8.7% 220,536 $93.0M
Pamplona Capital Management, LLC 13.19% — 220,062 $92.8M
Smith Salley Wealth Management 5.93% Add +1.9% 219,094 $92.3M
Mar Vista Investment Partners LLC 6.30% Reduce -7.7% 218,418 $92.1M
Siemens Fonds Invest GmbH 9.61% Add +7.7% 215,960 $91.7M
Mill Capital Management, LLC 7.24% Add +0.1% 217,338 $91.6M
Azimuth Capital Investment Management LLC 3.56% Add +0.5% 217,329 $91.6M
Waters Parkerson & Co., LLC 4.82% Reduce -0.4% 216,935 $91.4M
BDF-Gestion 9.38% Reduce -6.6% 216,889 $91.4M
Oribel Capital Management, LP 6.20% Add +22.1% 216,600 $91.3M
Sienna Gestion 6.16% Reduce -8.2% 216,464 $91.2M
SouthState Bank Corp 5.98% Add +11.1% 216,415 $91.2M
Wedbush Securities Inc. 3.25% Add +0.2% 216,278 $91.2M
Edgemoor Investment Advisors, Inc. 8.07% Reduce -2.0% 215,855 $91.0M
Obermeyer Wealth Partners 4.74% Reduce -0.4% 215,839 $91.0M
Osterweis Capital Management Inc. 5.55% Add +0.2% 215,300 $90.7M
Venture Visionary Partners LLC 3.84% Add +2.7% 214,993 $90.6M
Dearborn Partners LLC 3.79% Reduce -0.3% 214,540 $90.4M
Ingalls & Snyder LLC 3.56% Reduce -0.9% 213,991 $90.2M
NBT Bank, N.A. 6.28% Reduce -1.1% 213,863 $90.1M
Davidson Investment Advisors 4.37% Reduce -0.7% 213,629 $90.0M
Triglav Investments, D.O.O. 7.06% — 212,884 $89.7M
Kingsview Wealth Management, LLC 1.75% Add +1.0% 212,613 $89.6M
WASHINGTON TRUST Co 3.21% Reduce -1.6% 212,144 $89.4M
B. Riley Wealth Advisors, Inc. 2.91% Reduce -12.2% 210,855 $88.9M
Mutual Advisors, LLC 2.57% Reduce -1.3% 209,238 $88.8M
Allstate Corp. 2.60% Add +3304.2% 209,697 $88.4M
Wolverine Trading, LLC 1.99% Add +73.3% 207,890 $88.3M
Kanawha Capital Management LLC 6.92% Reduce -1.2% 209,014 $88.1M
Waverly Advisors, LLC 1.36% Add +34.2% 208,882 $88.0M
Sandy Spring Bank 3.55% Reduce -0.8% 208,119 $87.7M
Kinetic Partners Management, LP 5.78% Add +2.9% 208,105 $87.7M
Talbot Financial, LLC 10.42% Add +0.6% 207,854 $87.6M
Cookson Peirce & Co. Inc. 3.97% Reduce -1.2% 207,780 $87.6M
Aureus Asset Management, LLC 5.66% Add +1.6% 207,677 $87.5M
Brookstone Capital Management 1.27% Add +3.2% 207,143 $87.3M
Snowden Capital Advisors LLC 2.74% Reduce -1.4% 207,089 $87.3M
Smith Chas P & Associates Pa Cpas 4.99% Add +0.6% 205,987 $86.8M
Steadfast Capital Management LP 1.83% Add +0.8% 204,600 $86.2M
Signaturefd, LLC 1.63% Add +0.9% 204,356 $86.1M
Dixon Mitchell Investment Counsel Inc. 3.96% Add +2.0% 203,047 $85.6M
Welch Group, LLC 3.85% Add +0.2% 201,277 $85.5M
ZWJ Investment Counsel Inc. 3.53% Add +0.5% 202,704 $85.4M
Ninety One North America, Inc. 5.23% Reduce -4.4% 200,417 $84.5M
Axxcess Wealth Management, LLC 2.09% Add +3.8% 200,331 $84.4M
Tandem Investment Advisors, Inc. 3.20% Reduce -0.5% 200,221 $84.4M
Ironvine Capital Partners, LLC 9.04% Reduce -0.4% 200,050 $84.3M
Marathon Trading Investment Management LLC 14.11% Add +14761.5% 200,036 $84.3M
Paralel Advisors LLC 3.60% No change 200,000 $84.3M
First American Bank 5.94% Add +0.7% 199,947 $84.3M
Valeo Financial Advisors, LLC 2.33% Add +19.9% 270,549 $83.4M
Baldwin Wealth Partners LLC 5.76% Add +4.6% 197,782 $83.4M
Parsons Capital Management Inc. 4.50% Add +46.5% 196,439 $82.8M
Woodley Farra Manion Portfolio Management Inc. 4.12% Reduce -0.1% 196,375 $82.8M
Generate Investment Management Ltd 5.78% Add +18.0% 196,155 $82.7M
FineMark National Bank & Trust 2.88% Reduce -2.1% 196,099 $82.7M
Pacific Sage Partners, LLC 18.84% Add +6.5% 196,033 $82.6M
Equitable Holdings, Inc. 0.78% Add +1.1% 195,491 $82.4M
Berkshire Asset Management LLC 3.89% Reduce -8.1% 185,307 $82.3M
Exencial Wealth Advisors, LLC 3.03% Reduce -2.4% 195,083 $82.2M
LMCG Investments, LLC 5.04% Reduce -3.0% 194,808 $82.1M
Vestor Capital, LLC 6.26% Reduce -23.9% 194,702 $82.1M
Himension Capital (singapore) Pte. LTD. 5.69% Add +20.9% 194,680 $82.1M
Lombard Odier Asset Management (Switzerland) SA 6.10% Add +6.4% 194,432 $82.0M
Howard Capital Management Group, LLC 5.60% Reduce -0.2% 194,293 $81.9M
Sycomore Asset Management 11.68% Add +37.2% 189,860 $81.9M
Capital Investment Advisors, LLC 1.66% Reduce -0.7% 193,651 $81.6M
Campbell Newman Asset Management Inc. 6.55% Reduce -4.8% 192,908 $81.3M
CWA Asset Management Group, LLC 4.11% Add +2.0% 192,820 $81.3M
Keystone Investors Pte Ltd. 5.67% Add +131.2% 192,533 $81.2M
Itau Unibanco Holding S.A. 2.53% Add +13.4% 192,081 $81.1M
Moody LYNN Lieberson & Walker, LLC 4.96% Reduce -1.2% 191,971 $80.9M
Hardman Johnston Global Advisors LLC 3.34% Add +4.8% 191,793 $80.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.20% Add +1.7% 191,443 $80.7M
Reynders McVeigh Capital Management, LLC 4.25% Add +1.9% 191,337 $80.6M
Empowered Funds, LLC 1.18% Add +16.2% 191,117 $80.6M
Capula Management Ltd 0.55% Reduce -37.1% 190,944 $80.5M
Fulton Breakefield Broenniman LLC 5.73% Add +0.6% 190,212 $80.2M
Parallel Advisors, LLC 1.80% Add +1.9% 188,846 $79.6M
HighPoint Advisor Group LLC 4.32% Add +3.5% 192,875 $79.5M
Cary Street Partners Financial LLC 2.57% — 188,378 $79.4M
Wahed Invest LLC 13.19% Add +4.8% 188,361 $79.4M
Migdal Insurance & Financial Holdings Ltd. 1.14% Reduce -38.4% 188,235 $79.4M
Concurrent Investment Advisors, LLC 2.14% Add +4.2% 187,463 $79.0M
GFI Investment Counsel Ltd. 9.07% Add +0.7% 187,372 $79.0M
Henshaw Capital LLC 3.28% Add +0.1% 186,668 $78.7M
Dundas Partners LLP 5.51% Add +3.4% 186,468 $78.6M
Ballentine Partners, LLC 1.35% Add +1.7% 186,292 $78.5M
Logan Capital Management Inc. 3.28% Reduce -4.8% 185,404 $78.1M
Baader Bank Aktiengesellschaft 7.17% Reduce -1.4% 185,144 $78.0M
Meritage Portfolio Management 4.84% Reduce -1.7% 185,126 $78.0M
Violich Capital Management, Inc. 10.12% Reduce -1.8% 184,651 $77.8M
GAM Holding AG 5.80% Add +14.4% 184,647 $77.8M
Walleye Trading LLC 1.53% Add +237.0% 184,429 $77.7M
Nichols & Pratt Advisers LLP 5.17% Reduce -1.1% 183,909 $77.5M
Bryn Mawr Trust Advisors, LLC 4.17% Reduce -1.7% 183,333 $77.3M
Kintegral Advisory, LLC 7.29% Reduce -4.5% 183,291 $77.3M
Taurus Asset Management, LLC 7.51% Reduce -0.6% 183,083 $77.2M
Perigon Wealth Management, LLC 1.89% Add +6.8% 180,500 $76.6M
Thomasville National Bank 5.49% Add +1.5% 181,225 $76.4M
RiverFront Investment Group, LLC 1.73% Add +8.5% 180,685 $76.2M
Aviso Financial Inc. 3.84% Add +25.7% 180,378 $76.0M
Cumberland Partners Ltd 5.30% Add +1.1% 180,367 $76.0M
Asset Advisors Investment Management, LLC 7.95% Reduce -1.9% 180,258 $76.0M
General American Investors Co. Inc. 5.41% Reduce -10.0% 180,000 $75.9M
World Investment Advisors 2.08% Add +17.1% 179,913 $75.8M
JBF Capital, Inc. 12.93% No change 179,000 $75.4M
LVM Capital Management Ltd. 8.08% Reduce -1.0% 178,152 $75.1M
Greenwoods Asset Management Hong Kong Ltd. 2.37% Add +51.6% 177,933 $75.0M
Select Equity Group, L.P. 0.31% Reduce -1.9% 177,923 $75.0M
National Mutual Insurance Federation of Agricultural Cooperatives 0.64% No change 177,900 $75.0M
SCS Capital Management LLC 1.54% Reduce -0.5% 177,714 $74.9M
Dorsey & Whitney Trust CO LLC 4.11% Add +5.3% 176,857 $74.5M
Natixis Investment Managers International 5.73% Reduce -2.1% 175,870 $74.1M
Alta Capital Management LLC/ 4.42% Add +1.1% 175,816 $74.1M
Great Valley Advisor Group, Inc. 1.66% Add +3.0% 175,742 $74.1M
Suncoast Equity Management 8.27% Reduce -0.9% 175,663 $74.0M
Beacon Investment Advisory Services, Inc. 3.21% Add +5.9% 175,591 $74.0M
Voleon Capital Management LP 5.50% — 175,581 $74.0M
Ossiam 1.28% Reduce -56.1% 175,471 $74.0M
Cullinan Associates Inc. 4.74% Reduce -10.7% 175,128 $73.8M
Sabal Trust CO 4.26% Reduce -0.3% 174,759 $73.7M
MMBG Investment Advisors Co. 7.80% Reduce -1.3% 174,332 $73.5M
W1M Asset Management Ltd 6.25% Reduce -5.2% 174,061 $73.4M
Meridian Wealth Management, LLC 3.47% Add +1.6% 173,763 $73.2M
Corvex Management LP 2.66% No change 173,661 $73.2M
Plato Investment Management Ltd 5.38% Add +6.3% 172,984 $73.2M
Spire Wealth Management 2.27% Reduce -0.9% 173,351 $73.1M
Neville Rodie & Shaw Inc. 5.32% Add +1.8% 172,941 $72.9M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.32% Reduce -0.0% 172,477 $72.7M
Picton Mahoney Asset Management 2.76% Add +28.8% 172,417 $72.7M
First Long Island Investors, LLC 5.77% Reduce -0.9% 172,096 $72.5M
United Services Automobile Association 2.36% Reduce -0.3% 171,841 $72.4M
Granite Investment Partners, LLC 3.12% Reduce -0.5% 171,436 $72.3M
Callan Family Office, LLC 4.59% Add +627.4% 171,343 $72.2M
Andra AP-fonden 1.16% Reduce -5.2% 171,200 $72.2M
Foundations Investment Advisors, LLC 1.39% Add +19.4% 170,860 $72.0M
TRB Advisors LP 11.92% No change 170,000 $71.7M
Verus Capital Partners, LLC 6.82% Add +0.8% 169,318 $71.4M
Boussard & Gavaudan Investment Management LLP 9.43% New 167,756 $71.3M
Eagle Global Advisors LLC 2.92% Add +1.9% 168,943 $71.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.05% Add +0.2% 168,563 $71.0M
Berkley W R Corp. 4.02% New 168,400 $71.0M
Provident Investment Management, Inc. 6.74% Reduce -1.4% 167,535 $70.6M
First National Bank of Omaha 4.60% Reduce -2.5% 167,444 $70.6M
Bragg Financial Advisors, Inc 2.86% Add +1.8% 167,422 $70.6M
RDST Capital LLC 10.00% Add +66.0% 167,220 $70.5M
Estabrook Capital Management 10.89% Reduce -1.7% 167,087 $70.4M
Elequin Capital, LP 10.77% New 165,024 $69.6M
Cornerstone Investment Partners, LLC 3.45% Reduce -0.3% 164,768 $69.4M
Heritage Wealth Advisors 3.44% Reduce -3.0% 164,753 $69.4M
Soltis Investment Advisors LLC 6.42% Add +12.3% 164,300 $69.3M
Fairview Capital Investment Management, LLC 3.58% Add +0.8% 163,867 $69.1M
Woodstock Corp. 6.63% Reduce -0.2% 163,172 $68.8M
Ulysses Management LLC 15.94% Reduce -0.1% 162,754 $68.6M
Soma Equity Partners LP 3.79% Reduce -2.7% 162,644 $68.6M
Moneta Group Investment Advisors LLC 0.96% Add +0.9% 162,589 $68.5M
Compass Capital Management, Inc. 4.49% Reduce -0.3% 162,443 $68.5M
Rheos Capital Works Inc. 3.79% Add +0.6% 162,300 $68.4M
Sumitomo Life Insurance Co. 1.29% Add +4.1% 161,701 $68.2M
Grassi Investment Management 5.81% Reduce -1.0% 161,607 $68.1M
First Horizon Advisors, Inc. 1.91% Add +0.3% 161,559 $68.1M
Alyeska Investment Group, L.P. 0.26% Reduce -78.0% 161,192 $67.9M
Signature Estate & Investment Advisors LLC 1.70% Add +2.4% 161,117 $67.9M
Tower Bridge Advisors 7.34% Reduce -2.2% 160,830 $67.8M
UNIVEST FINANCIAL Corp 4.26% Add +4.8% 160,123 $67.5M
Nixon Peabody Trust Co. 5.56% Add +1.0% 159,998 $67.4M
Independent Financial Group, LLC 2.24% Add +7.2% 159,885 $67.4M
Patten & Patten Inc. 4.43% Reduce -0.4% 159,109 $67.1M
S&co Inc. 4.54% Add +1.3% 158,764 $66.9M
Fort Sheridan Advisors LLC 9.76% Add +0.5% 158,745 $66.9M
Cidel Asset Management Inc. 4.51% Add +0.4% 158,606 $66.9M
Wedge Capital Management L L P 1.20% Add +3.9% 158,122 $66.6M
Narwhal Capital Management 5.89% Reduce -0.4% 158,025 $66.6M
BLB&B Advisors, LLC 3.40% Reduce -0.4% 158,019 $66.6M
FUKOKU MUTUAL LIFE INSURANCE Co 4.79% Reduce -1.3% 157,969 $66.6M
Harvest Portfolios Group Inc. 2.22% Add +26.9% 157,915 $66.6M
Unigestion Holding SA 3.81% Reduce -17.1% 157,220 $66.2M
Marble Harbor Investment Counsel, LLC 7.30% Reduce -1.1% 157,045 $66.2M
Fishman Jay A Ltd. 6.20% Reduce -0.0% 156,928 $66.1M
Bard Financial Services, Inc. 7.93% Reduce -1.5% 156,858 $66.1M
Sowell Financial Services LLC 3.46% Add +11.0% 156,152 $65.8M
Nicholas Hoffman & Company, LLC. 2.63% Reduce -0.5% 156,129 $65.8M
LGT Fund Management Co Ltd. 5.75% Add +14.3% 155,416 $65.5M
Fernbridge Capital Management LP 3.43% Add +76.7% 155,201 $65.4M
North Star Asset Management Inc. 2.89% Add +0.1% 155,046 $65.4M
Senator Investment Group LP 1.92% Add +24.0% 155,000 $65.3M
Schonfeld Strategic Advisors LLC 0.41% Add +78.3% 154,988 $65.3M
Fifth Third Wealth Advisors LLC 3.54% Add +9.4% 154,901 $65.3M
Forbes J M & Co. LLP 6.28% Add +0.2% 154,812 $65.3M
Adell Harriman & Carpenter Inc. 4.51% Add +0.6% 153,678 $64.8M
Longbow Finance SA 7.07% Reduce -10.6% 153,401 $64.7M
Ritholtz Wealth Management 1.88% Add +3.7% 152,060 $64.1M
Dynamic Advisor Solutions LLC 2.77% Reduce -5.1% 151,959 $64.1M
YHB Investment Advisors, Inc. 5.24% Add +1.8% 151,446 $63.8M
Transform Wealth, LLC 3.54% Add +9.4% 151,275 $63.8M
Pallas Capital Advisors LLC 2.73% Reduce -0.0% 151,271 $63.8M
Trust Co. of Toledo NA 8.36% Add +3.1% 151,183 $63.7M
Principal Securities, Inc. 1.43% Add +10.2% 150,417 $63.4M
M & L Capital Management Ltd 15.47% — 150,200 $63.3M
Academy Capital Management 10.33% Add +0.3% 150,017 $63.2M
Hollencrest Capital Management 2.54% Add +0.2% 149,497 $63.0M
Sigma Planning Corp 1.98% Reduce -6.2% 149,276 $62.9M
Act Two Investors LLC 12.21% Reduce -1.4% 148,689 $62.7M
Bedrijfstakpensioenfonds Voor DE Media Pno 7.80% Reduce -5.0% 153,700 $62.6M
Global Retirement Partners, LLC 1.79% Add +1.6% 148,268 $62.5M
Nellore Capital Management LLC 8.16% No change 148,200 $62.5M
Madison Asset Management, LLC 0.70% Add +3.1% 147,855 $62.3M
Madison Investment Advisors, LLC 0.70% — 147,855 $62.3M
Baskin Financial Services Inc. 4.95% Reduce -0.5% 147,802 $62.3M
Marex Group Ltd 1.06% Add +18.2% 147,795 $62.3M
Mizuho Markets Americas LLC 1.19% New 147,500 $62.2M
Cyndeo Wealth Partners, LLC 4.20% Add +1.6% 147,453 $62.2M
Meeder Advisory Services, Inc. 3.88% Add +2.4% 147,421 $62.1M
Financiere des Professionnels - Fonds d'investissement inc. 4.35% Add +26.1% 147,132 $62.0M
Osborne Partners Capital Management, LLC 3.58% Add +4.7% 146,778 $61.9M
China Universal Asset Management Co., Ltd. 5.79% Add +11.2% 146,705 $61.8M
Philadelphia Trust Co. 4.53% Reduce -3.6% 146,598 $61.8M
FRG Family Wealth Advisors LLC 11.17% Reduce -5.6% 146,021 $61.5M
Davidson Kempner Capital Management LP 1.64% Add +191.8% 145,921 $61.5M
Tran Capital Management, L.P. 6.94% Reduce -4.1% 145,213 $61.2M
HS Management Partners, LLC 4.20% Reduce -15.3% 145,038 $61.1M
Montag A & Associates Inc. 2.90% Add +0.3% 144,747 $61.0M
Knights of Columbus Asset Advisors LLC 4.00% Reduce -2.3% 143,613 $60.5M
Roundview Capital LLC 4.22% Add +1.0% 143,442 $60.5M
Colonial Trust Advisors 5.34% Reduce -4.2% 142,802 $60.2M
Boston Common Asset Management, LLC 1.75% Add +8.0% 142,686 $60.1M
Northeast Financial Consultants Inc 2.54% Add +0.6% 142,637 $60.1M
Palisade Asset Management, LLC 6.08% Reduce -0.3% 142,234 $60.0M
Level Four Advisory Services, LLC 2.45% Add +2.0% 141,959 $59.8M
Bellevue Asset Management, LLC 30.85% Reduce -0.0% 141,785 $59.8M
Dupont Capital Management Corp. 5.57% No change 141,720 $59.7M
Summitry LLC 2.93% Add +1.7% 141,384 $59.6M
Matrix Asset Advisors Inc. 6.50% Reduce -0.1% 141,099 $59.5M
Smith Group Asset Management, LLC 4.38% Add +0.5% 140,962 $59.4M
Van Hulzen Asset Management, LLC 4.35% Add +0.7% 140,920 $59.4M
Dnca Finance 4.73% Add +10.1% 140,850 $59.4M
Richard Bernstein Advisors LLC 1.34% Reduce -3.5% 140,713 $59.3M
Levin Capital Strategies, L.P. 5.66% Add +1.5% 140,686 $59.3M
NorthRock Partners, LLC 1.93% Reduce -2.8% 140,684 $59.3M
SteelPeak Wealth, LLC 2.46% Reduce -5.3% 140,660 $59.3M
Destination Wealth Management 1.85% Reduce -0.7% 140,596 $59.3M
Lowe Brockenbrough & Co. Inc. 3.77% Add +0.2% 139,394 $58.8M
Oak Associates Ltd. 4.04% Add +18.9% 138,896 $58.5M
Wendell David Associates Inc. 5.79% Reduce -0.4% 138,836 $58.5M
Baxter Bros Inc. 7.61% Reduce -1.7% 138,091 $58.2M
Guardian Capital LP 2.16% Add +1.0% 137,881 $58.1M
Albion Financial Group 3.97% Reduce -1.3% 137,596 $58.0M
Hemenway Trust Co LLC 4.70% Add +2.5% 137,499 $58.0M
Petrus Trust Company, LTA 5.58% Add +3.6% 136,826 $57.7M
Atlantic Union Bankshares Corp 3.36% Reduce -0.7% 136,819 $57.7M
Gerber Kawasaki Wealth & Investment Management 2.51% Add +1.6% 136,679 $57.6M
V-Square Quantitative Management LLC 8.13% Add +3.9% 136,088 $57.4M
DDD Partners, LLC 7.05% Reduce -8.8% 136,086 $57.4M
Praxis Investment Management Inc. 3.72% Reduce -0.6% 135,978 $57.3M
Sawgrass Asset Management LLC 6.29% Reduce -6.9% 135,957 $57.3M
Boston Family Office LLC 3.92% Add +0.4% 135,308 $57.0M
Cadence Bank 3.86% Add +5.1% 135,200 $57.0M
Jackson Wealth Management, LLC 6.45% Add +1.3% 134,908 $56.9M
New Age Alpha Advisors, LLC 2.30% Add +437.9% 134,786 $56.8M
Hoey Investments, Inc. 9.65% Reduce -6.4% 134,519 $56.7M
Tairen Capital Ltd 8.31% New 134,100 $56.5M
Beaumont Financial Advisors, LLC 4.24% Add +1.3% 134,074 $56.5M
Penobscot Investment Management Company, Inc. 5.12% Reduce -0.8% 133,703 $56.4M
Alps Advisors Inc. 0.35% Add +1.9% 133,002 $56.1M
Burns J W & Co. Inc. 7.16% Reduce -1.4% 132,982 $56.1M
Beese Fulmer Investment Management, Inc. 4.76% Add +0.3% 132,356 $55.8M
Caisse Des Depots Et Consignations 2.74% — 132,213 $55.7M
Twin Capital Management Inc. 6.09% Add +3.5% 131,973 $55.6M
Sonora Investment Management Group, LLC 4.31% Reduce -0.1% 131,830 $55.6M
Financial Engines Advisors L.L.C. 0.12% Add +71.3% 131,808 $55.6M
Focus Partners Advisor Solutions, LLC 0.94% Add +41.3% 131,683 $55.5M
Ashton Thomas Private Wealth, LLC 2.15% Add +8.7% 130,777 $55.1M
Summit Financial, LLC 1.93% Add +9.7% 130,425 $55.0M
Amica Mutual Insurance Co. 5.63% Reduce -4.9% 130,390 $55.0M
Thoroughbred Financial Services, LLC 3.35% Reduce -0.9% 130,237 $54.9M
Bank of Hawaii 3.03% Reduce -1.9% 129,844 $54.7M
Yarbrough Capital, LLC 2.10% No change 129,794 $54.7M
Main Street Research LLC 3.41% Add +3.5% 129,762 $54.7M
Mgo One Seven LLC 2.10% Add +13.1% 129,499 $54.6M
Equitable Trust Co. 3.05% Add +7.0% 129,455 $54.6M
Grace & Mercy Foundation, Inc. 12.26% No change 129,230 $54.5M
Private Advisory Group LLC 6.09% Add +10.2% 128,881 $54.3M
Martingale Asset Management L P 1.32% Reduce -1.9% 128,826 $54.3M
Burney Co./ 1.91% Reduce -0.5% 128,564 $54.2M
Van Cleef Asset Management,Inc 5.93% Add +0.3% 128,363 $54.1M
Ariel Investments 0.58% Reduce -41.3% 127,903 $53.9M
Freestone Grove Partners LP 0.66% — 127,817 $53.9M
Stonebridge Capital Advisors LLC 4.33% Add +0.8% 127,785 $53.9M
Avity Investment Management Inc. 4.22% Add +1.6% 127,753 $53.8M
Robertson Stephens Wealth Management, LLC 1.91% Add +5.8% 127,174 $53.6M
Junto Capital Management LP 1.07% New 126,861 $53.5M
Night Owl Capital Management, LLC 6.90% Add +2.7% 126,722 $53.4M
GAMCO Investors 0.56% Reduce -2.6% 126,565 $53.3M
PFG Investments, LLC 3.30% Add +2.5% 125,785 $53.0M
Ledyard National Bank 4.98% Reduce -1.7% 125,493 $52.9M
Hilltop Holdings Inc. 3.34% Add +4.3% 125,351 $52.8M
Auto-Owners Insurance Co 1.20% Add +16.2% 124,945 $52.7M
Cornerstone Capital, Inc. 5.53% Reduce -8.0% 124,686 $52.6M
Pittenger & Anderson Inc. 1.90% Reduce -1.5% 124,412 $52.4M
Cobblestone Capital Advisors LLC 2.86% Reduce -0.0% 124,358 $52.4M
Baltimore-Washington Financial Advisors, Inc. 2.72% Add +0.7% 124,243 $52.4M
Kimelman & Baird, LLC 4.16% Reduce -0.7% 124,220 $52.4M
Petredis Investment Advisors LLC 5.39% Reduce -2.6% 123,853 $52.2M
Founders Capital Management, LLC 9.23% Add +0.2% 123,812 $52.2M
Morningstar Investment Management LLC 4.10% Add +35.3% 123,508 $52.1M
Callahan Advisors, LLC 4.88% Add +6.0% 123,014 $51.9M
Procyon Advisors, LLC 3.31% Add +0.8% 122,975 $51.8M
Delta Global Management LP 4.29% Reduce -40.3% 122,871 $51.8M
U.S. Capital Wealth Advisors, LLC 1.61% Add +12.5% 122,823 $51.8M
KMG Fiduciary Partners, LLC 4.28% Add +1.4% 122,752 $51.7M
L. Roy Papp & Associates, LLP 5.99% Reduce -0.4% 121,684 $51.3M
TCV Trust & Wealth Management, Inc. 4.73% Reduce -0.7% 121,587 $51.2M
Strategy Capital LLC 4.16% Reduce -3.4% 121,444 $51.2M
Eagle Ridge Investment Management 4.46% Reduce -1.1% 121,281 $51.1M
Tompkins Financial Corp. 4.75% Add +9.7% 121,063 $51.0M
IHT Wealth Management, LLC 1.64% Reduce -12.6% 120,895 $51.0M
True Blue (BVI) Ltd 31.36% — 135,620 $50.9M
Frank, Rimerman Advisors LLC 3.68% Reduce -10.0% 120,380 $50.7M
United American Securities Inc. (d/b/a UAS Asset Management) 12.21% Reduce -38.0% 120,114 $50.6M
Waycross Partners, LLC 6.55% Add +1.9% 119,931 $50.6M
Greenbrier Partners Capital Management, LLC 3.66% No change 119,843 $50.5M
Coerente Capital Management 9.42% Reduce -0.3% 119,809 $50.5M
Constitution Capital LLC 28.30% Reduce -2.6% 119,658 $50.4M
Appleton Partners Inc. 3.73% Add +0.2% 119,614 $50.4M
Novare Capital Management LLC 4.25% Reduce -0.6% 119,604 $50.4M
Farther Finance Advisors, LLC 1.81% Reduce -11.3% 118,746 $50.1M
TD Private Client Wealth LLC 1.40% Reduce -5.0% 118,739 $50.0M
Montanova Capital, LLC 1.85% Add +22.7% 118,397 $49.9M
Matthew Goff Investment Advisor, LLC 9.27% Reduce -0.2% 118,259 $49.8M
Ratan Capital Management LP 7.64% Add +73.4% 118,155 $49.8M
Carret Asset Management, LLC 5.45% Reduce -1.4% 117,977 $49.7M
NJ State Employees Deferred Compensation Plan 6.04% Reduce -1.3% 117,900 $49.7M
Rollins Financial Advisors, LLC 7.74% Reduce -1.0% 117,614 $49.6M
Avala Global LP 3.08% No change 117,397 $49.5M
Fulton Bank, N.A. 1.91% Add +0.5% 117,366 $49.5M
Spinnaker Trust 3.12% Add +0.3% 117,248 $49.4M
GW Henssler & Associates Ltd. 2.83% Reduce -0.9% 114,584 $49.3M
Financial Advocates Investment Management 2.80% Reduce -3.1% 116,422 $49.1M
J.W. Cole Advisors, Inc. 1.98% Add +1.3% 116,404 $49.1M
Auxano Advisors, LLC 12.36% Add +4.8% 116,339 $49.0M
CreativeOne Wealth, LLC 1.49% Add +21.0% 115,636 $48.7M
Capital Analysts, LLC 1.96% Add +4.2% 115,631 $48.7M
GAMMA Investing LLC 4.15% Add +12.9% 115,610 $48.7M
Stillwater Capital Advisors, LLC 6.01% Add +0.0% 115,372 $48.6M
Heritage Trust Co 5.72% — 115,278 $48.6M
Kiley Juergens Wealth Management, LLC 12.11% Reduce -0.2% 114,717 $48.4M
Capital Investment Services of America, Inc. 4.59% Add +0.0% 114,178 $48.1M
Manitou Investment Management Ltd. 9.48% Reduce -1.8% 113,838 $48.0M
Chescapmanager LLC 8.70% Reduce -15.0% 113,392 $47.8M
Anderson Hoagland & Co. 4.91% Reduce -4.6% 111,317 $47.8M
Alerus Financial NA 3.65% Reduce -4.4% 113,032 $47.6M
Vest Financial, LLC 0.84% Add +20.4% 112,951 $47.6M
Garde Capital, Inc. 3.14% Reduce -2.1% 112,874 $47.6M
King Wealth Management Group 6.91% Add +1.8% 112,464 $47.4M
Washington Trust Bank 4.55% Add +2.6% 112,277 $47.3M
Shufro Rose & Co. LLC 3.69% Reduce -1.8% 112,171 $47.3M
Ramsay, Stattman, Vela & Price, Inc. 8.77% Reduce -0.4% 111,856 $47.1M
Wilsey Asset Management Inc. 8.71% Add +0.1% 111,429 $47.0M
Fidelis Capital Partners, LLC 4.69% Add +11.7% 114,183 $46.9M
Foster Dykema Cabot & Partners, LLC 3.65% Add +2.0% 111,168 $46.9M
Linscomb Wealth, Inc. 2.33% Add +4.0% 110,959 $46.8M
Schnieders Capital Management LLC 9.28% Reduce -0.7% 110,380 $46.5M
Willis Investment Counsel 3.05% Add +2.8% 110,288 $46.5M
Mufg Securities Americas Inc. 6.10% — 109,751 $46.3M
W.G. Shaheen & Associates DBA Whitney & Co 4.86% Reduce -0.7% 109,715 $46.2M
Quattro Financial Advisors LLC 11.94% Add +10.5% 105,020 $46.2M
180 Wealth Advisors, LLC 7.22% Reduce -0.5% 109,345 $46.1M
First Merchants Corp. 1.77% Add +9.3% 109,170 $46.0M
Bensler, LLC 5.47% Add +10.4% 109,101 $46.0M
Annex Advisory Services, LLC 1.38% Add +60.6% 108,960 $45.9M
Circle Wealth Management, LLC 0.98% Reduce -0.9% 108,907 $45.9M
Principle Wealth Partners LLC 3.22% Reduce -0.3% 108,725 $45.8M
FourThought Financial Partners, LLC 4.76% Add +3.6% 108,627 $45.8M
Kayne Anderson Rudnick Investment Management LLC 0.11% Add +6.9% 108,365 $45.7M
Greenwood Gearhart LLC 3.15% Add +5.4% 108,273 $45.6M
Quest Investment Management LLC 5.30% Reduce -14.1% 108,269 $45.6M
KADENSA CAPITAL Ltd 5.54% Add +7.5% 108,268 $45.6M
CHURCHILL MANAGEMENT Corp 0.50% Add +0.8% 108,264 $45.6M
Wellington Shields Capital Management, LLC 8.07% Add +298.3% 444,598 $45.6M
C Partners Holding GmbH 11.35% Add +207.2% 107,892 $45.5M
Twin Tree Management, LP 1.10% Add +20.7% 107,763 $45.4M
Evoke Wealth, LLC 1.26% Add +1.8% 107,674 $45.4M
Anatole Investment Management Ltd 20.91% New 107,649 $45.4M
HUB Investment Partners, LLC 1.91% Add +2.2% 107,616 $45.4M
Atika Capital Management LLC 5.87% No change 107,500 $45.3M
PEAK6 LLC 1.78% — 107,383 $45.3M
Iron Gate Global Advisors LLC 6.37% Add +1.0% 107,174 $45.2M
One Wealth Capital Management, LLC 22.90% — 107,122 $45.2M
Lombard Odier Asset Management (Europe) Ltd 3.06% Reduce -29.4% 106,779 $45.0M
Moran Wealth Management, LLC 1.43% Reduce -0.4% 106,516 $44.9M
Capital Markets Trading UK LLP 26.49% Add +1295.2% 106,005 $44.7M
TenCore Partners, LP 22.03% Reduce -1.9% 105,941 $44.7M
Orion Investment Co 17.81% Add +0.3% 105,914 $44.6M
Chicago Partners Investment Group LLC 1.48% Add +14.2% 105,099 $44.6M
Essex Financial Services, Inc. 3.15% Add +0.4% 105,855 $44.6M
Kennedy Capital Management LLC 0.99% Reduce -6.1% 105,842 $44.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 5.26% Reduce -0.5% 105,750 $44.6M
Omega Advisors (Leon Cooperman) 1.69% No change 105,705 $44.6M
Means Investment Co., Inc. 4.64% Add +0.9% 105,645 $44.5M
Lynch & Associates 9.66% Reduce -0.6% 105,589 $44.5M
Thompson Siegel & Walmsley LLC 0.70% Add +3.5% 105,544 $44.5M
BTC Capital Management, Inc. 4.09% Reduce -1.1% 104,745 $44.1M
German American Bancorp, Inc. 4.61% Add +0.7% 104,518 $44.1M
WestEnd Advisors, LLC 1.12% Add +5.6% 104,187 $43.9M
Modern Wealth Management, LLC 1.64% Add +225.2% 103,992 $43.8M
Glenview Capital Management, LLC 1.10% New 103,649 $43.7M
Mirabella Financial Services LLP 4.12% Add +603.8% 103,452 $43.6M
Weatherly Asset Management L. P. 3.86% Reduce -0.0% 103,293 $43.5M
Ceredex Value Advisors LLC 0.88% New 103,222 $43.5M
Anchor Investment Management, LLC 4.06% Add +2.1% 103,217 $43.5M
Clarkston Capital Partners, LLC 0.83% Reduce -2.0% 103,118 $43.5M
Capco Asset Management, LLC 9.72% Reduce -1.6% 102,585 $43.2M
Auxier Asset Management LLC 6.68% Reduce -3.0% 102,313 $43.1M
Archon Partners LLC 5.00% No change 102,000 $43.0M
Lee Danner & Bass Inc. 3.40% Add +0.3% 101,906 $43.0M
WMS Partners, LLC 2.40% Add +1.5% 101,575 $42.8M
American National Bank & Trust 4.76% Add +2.1% 101,094 $42.6M
United Asset Strategies, Inc. 3.91% Add +1.9% 101,024 $42.6M
Western Wealth Management, LLC 2.27% Add +6.0% 100,655 $42.4M
Visionary Wealth Advisors 2.48% Add +6.6% 100,488 $42.4M
Wedmont Private Capital 2.23% Add +10.6% 100,883 $42.3M
Fiduciary Alliance LLC 4.28% Add +13.9% 100,252 $42.3M
Valiant Capital Management, L.P. 5.65% No change 100,195 $42.2M
Pitcairn Co. 2.49% Reduce -1.8% 99,872 $42.1M
Dock Street Asset Management Inc. 5.03% Add +1.8% 99,673 $42.0M
WIM INVESTMENT MANAGEMENT Ltd 14.37% Reduce -10.0% 99,241 $41.8M
Simmons Bank 3.06% Reduce -1.7% 99,160 $41.8M
Blue Chip Partners, LLC 3.59% Add +2.4% 99,160 $41.8M
Venturi Wealth Management, LLC 2.05% Add +9.3% 98,653 $41.6M
Blue Trust, Inc. 0.53% Reduce -16.7% 98,512 $41.5M
North Star Investment Management Corp. 2.89% Reduce -0.1% 98,415 $41.5M
Bath Savings Trust Co 4.21% Reduce -0.3% 98,329 $41.4M
Integrated Advisors Network LLC 1.99% Reduce -1.0% 98,223 $41.4M
Addenda Capital Inc. 1.46% Add +1.6% 98,131 $41.4M
Renaissance Group LLC 1.71% Reduce -1.8% 97,830 $41.2M
Milestones Administradora de Recursos Ltda. 20.96% Reduce -19.2% 97,792 $41.2M
Denali Advisors LLC 4.31% Reduce -0.6% 97,617 $41.1M
Qube Research & Technologies Ltd 0.07% Reduce -94.5% 97,517 $41.1M
Cat Rock Capital Management LP 5.35% Reduce -12.3% 97,125 $40.9M
Silicon Valley Capital Partners 4.56% Add +4.8% 97,071 $40.9M
Coastline Trust Co 4.79% Reduce -1.3% 97,031 $40.9M
Connors Investor Services Inc. 3.83% Reduce -2.8% 97,012 $40.9M
Lakeside Advisors, INC. 27.05% Reduce -3.5% 97,002 $40.9M
Joel Isaacson & Co., LLC 1.84% Add +1.6% 96,793 $40.8M
Zweig-DiMenna Associates LLC 3.44% Reduce -1.1% 96,728 $40.8M
AlTi Global, Inc. 0.98% Reduce -1.3% 96,122 $40.7M
Strategic Wealth Partners, Ltd. 3.36% Add +33.3% 98,947 $40.6M
Waratah Capital Advisors Ltd. 2.27% Add +274.0% 96,246 $40.6M
Columbia Asset Management 7.75% Reduce -1.7% 96,208 $40.6M
Armistice Capital, LLC 0.94% Add +100.1% 95,966 $40.4M
ICICI Prudential Asset Management Co Ltd 4.44% Reduce -10.1% 95,860 $40.4M
Wallington Asset Management, LLC 5.83% Reduce -1.4% 95,705 $40.3M
CSM Advisors, LLC 1.89% Reduce -3.1% 95,691 $40.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 4.22% Reduce -4.7% 95,642 $40.3M
Belmont Capital, LLC 6.54% Reduce -13.5% 95,438 $40.2M
Cubist Systematic Strategies, LLC 0.65% Reduce -41.4% 95,295 $40.2M
Blue Fin Capital, Inc. 7.39% Add +1.0% 95,112 $40.1M
Ascent Group, LLC 3.01% Add +4.3% 95,104 $40.1M
Polaris Capital Management, LLC 1.93% Reduce -6.7% 94,826 $40.0M
Jacobs & Co. 4.06% Reduce -1.4% 94,719 $39.9M
Barlow Wealth Partners, LLC 5.05% Add +1.6% 93,627 $39.9M
Rossmore Private Capital 4.93% Reduce -0.2% 94,410 $39.8M
Country Club Bank 2.66% Add +0.2% 93,618 $39.8M
Rwwm, Inc. 3.63% Reduce -0.9% 94,292 $39.7M
Wealthcare Advisory Partners LLC 1.10% Reduce -1.4% 93,654 $39.5M
Groupe des Assurances du Credit Mutuel 10.40% — 93,600 $39.5M
Fiduciary Group, LLC 3.95% Reduce -1.2% 93,500 $39.4M
SlateStone Wealth, LLC 3.86% Add +2.5% 93,462 $39.4M
Leonteq Securities AG 3.87% Add +18.7% 93,409 $39.4M
Clare Market Investments LLC 9.34% Reduce -0.0% 93,388 $39.4M
Leavell Investment Management, Inc. 1.92% Add +2.1% 93,141 $39.3M
Transcend Capital Advisors, LLC 2.82% Reduce -10.3% 92,841 $39.1M
First American Trust, FSB 3.90% Reduce -0.6% 92,633 $39.0M
Waldron Private Wealth LLC 1.57% Add +0.7% 92,534 $39.0M
Hartline Investment Corp./ 4.47% Reduce -4.4% 92,374 $38.9M
Mather Group, Llc. 0.50% Add +0.3% 92,314 $38.9M
Resources Management Corp. /CT/ 5.31% Reduce -1.6% 92,249 $38.9M
Diversify Advisory Services, LLC 2.14% Add +1.4% 92,795 $38.9M
Jag Capital Management, LLC 5.43% Reduce -18.2% 92,221 $38.9M
Harbor Investment Advisory, LLC 3.64% Add +0.5% 145,914 $38.9M
Merriman Wealth Management, LLC 1.62% Add +1.0% 92,179 $38.9M
Pictet North America Advisors SA 3.69% Reduce -2.2% 92,592 $38.9M
Smithfield Trust Co 1.93% Reduce -0.1% 92,161 $38.8M
IFP Advisors, Inc 1.27% Add +18.9% 91,951 $38.8M
Dash Acquisitions Inc. 8.24% Add +1.7% 86,580 $38.7M
GTS Securities LLC 1.89% Reduce -72.5% 91,811 $38.7M
Overbrook Management Corp 8.32% Reduce -0.2% 91,681 $38.6M
Sora Investors LLC 4.29% Add +52.8% 91,673 $38.6M
CapWealth Advisors, LLC 4.25% Reduce -1.7% 91,469 $38.6M
Managed Asset Portfolios, LLC 5.70% Reduce -1.5% 91,299 $38.5M
Hamilton Capital Partners Inc. 2.87% Add +20.0% 91,230 $38.5M
Knollwood Investment Advisory, LLC 4.02% Add +0.8% 91,105 $38.4M
International Assets Investment Management, LLC 3.21% Reduce -15.5% 91,657 $38.4M
Evelyn Partners Investment Management Services Ltd 6.68% — 90,903 $38.3M
Sagespring Wealth Partners, LLC 1.01% — 90,762 $38.3M
Pine Valley Investments Ltd Liability Co 2.50% Add +9.6% 90,727 $38.2M
Lingotto Investment Management LLP 1.02% Reduce -13.9% 90,526 $38.2M
Ironwood Investment Counsel, LLC 6.53% Add +0.0% 90,525 $38.2M
Sound View Wealth Advisors Group, LLC 3.07% Add +3.8% 90,318 $38.1M
Gladstone Institutional Advisory LLC 1.76% Add +7.2% 90,230 $38.0M
Vantage Investment Partners, LLC 3.31% Reduce -0.8% 90,170 $38.0M
Bell Asset Management Ltd 6.91% Reduce -0.4% 89,985 $37.9M
Clough Capital Partners L P 4.33% Reduce -21.9% 89,730 $37.8M
American Assets Investment Management, LLC 3.08% No change 89,650 $37.8M
MainStreet Investment Advisors LLC 5.29% Reduce -2.1% 89,465 $37.7M
Hunter Associates Investment Management LLC 5.74% Reduce -0.6% 89,430 $37.7M
Covington Investment Advisors Inc. 5.65% Add +0.9% 89,325 $37.6M
Invictus Private Wealth, LLC 2.86% Reduce -1.5% 89,237 $37.6M
RAM Investment Partners, LLC 9.22% Add +5.8% 88,971 $37.5M
TruWealth Advisors, LLC 2.26% Add +2.0% 88,940 $37.5M
Absher Wealth Management, LLC 4.90% Add +1.5% 88,813 $37.4M
Arkadios Wealth Advisors 2.04% Add +4.2% 88,765 $37.4M
LaFleur & Godfrey LLC 5.12% Reduce -1.6% 88,573 $37.3M
Allen Operations LLC 5.91% No change 88,383 $37.3M
Pennsylvania Capital Management Inc. 12.81% Reduce -0.1% 88,302 $37.2M
Cullen Investment Group, LTD. 5.49% Add +1.5% 88,289 $37.2M
Orange Investment Advisors, Inc. 4.21% Add +0.0% 88,248 $37.2M
Tamar Securities, LLC 5.14% Add +6.3% 88,231 $37.2M
Cyrus J. Lawrence, LLC 7.19% Reduce -0.1% 88,165 $37.2M
Checchi Capital Advisers, LLC 2.77% Add +2.1% 88,123 $37.1M
ProVise Management Group, LLC 3.18% Reduce -3.6% 88,106 $37.1M
Virtu Financial LLC 1.97% Add +363.9% 88,089 $37.1M
GLOBALT Investments LLC / GA 1.42% Reduce -0.7% 88,077 $37.1M
Professional Advisory Services Inc. 4.69% Reduce -3.5% 88,000 $37.1M
Goelzer Investment Management, Inc. 2.15% Reduce -0.5% 87,911 $37.1M
HBK Sorce Advisory LLC 1.12% Add +2.6% 87,786 $37.0M
Steigerwald, Gordon & Koch Inc. 4.18% Reduce -1.3% 87,672 $37.0M
Journey Advisory Group, LLC 4.43% No change 82,657 $36.9M
Quadrant Capital Group LLC 2.54% Reduce -0.1% 87,586 $36.9M
Sky Investment Group LLC 6.94% Reduce -1.4% 87,567 $36.9M
Graypoint LLC 2.24% Add +1.9% 87,558 $36.9M
Sumitomo Mitsui Financial Group, Inc. 0.49% Add +3.1% 87,555 $36.9M
Lake Street Advisors Group, LLC 1.69% Add +8.1% 87,068 $36.7M
Culbertson A N & Co. Inc. 5.81% Reduce -1.3% 86,698 $36.5M
Janney Capital Management LLC 2.42% Reduce -2.7% 86,698 $36.5M
Mirabaud & Cie SA 11.71% Reduce -9.3% 86,431 $36.4M
Johnson Financial Group, Inc. 1.72% Reduce -4.0% 87,739 $36.4M
Compound Planning, Inc. 1.84% Add +38.2% 86,370 $36.4M
Newbrook Capital Advisors LP 4.67% Reduce -10.8% 86,360 $36.4M
First Nebraska Trust Co 3.51% Add +6.8% 86,102 $36.3M
Ivy Lane Capital Management, LLC 19.57% No change 86,000 $36.2M
Trust Asset Management LLC 2.83% No change 85,929 $36.2M
CenterBook Partners LP 2.16% Add +7.4% 85,662 $36.1M
Randolph Co Inc 4.03% Reduce -0.1% 85,654 $36.1M
Fagan Associates, Inc. 5.73% Reduce -8.5% 85,608 $36.1M
Schmidt P J Investment Management Inc. 6.25% Reduce -1.3% 85,454 $36.0M
Cooper Creek Partners Management LLC 1.11% Add +11.3% 85,395 $36.0M
Te Ahumairangi Investment Management Ltd 7.51% Reduce -12.9% 85,232 $35.9M
River Global Investors LLP 6.97% Add +1.6% 85,153 $35.9M
Geneos Wealth Management Inc. 1.26% Add +2.4% 85,078 $35.9M
Progressive Investment Management Corp 9.20% Reduce -2.7% 84,986 $35.8M
LS Investment Advisors, LLC 5.25% Add +0.7% 84,974 $35.8M
Essential Planning, LLC. 0.23% Add +1782.2% 84,058 $35.8M
Edge Capital Group, LLC 1.59% Add +5.0% 84,803 $35.7M
Canandaigua National Bank & Trust Co. 3.53% Reduce -1.9% 84,671 $35.7M
1ST Source Bank 2.04% Reduce -0.0% 84,475 $35.6M
James Investment Research, Inc. 4.24% Reduce -1.6% 84,458 $35.6M
First National Advisers, LLC 5.75% Add +2.2% 84,400 $35.6M
Bank of Nova Scotia Trust Co. 3.75% Reduce -3.2% 84,379 $35.6M
Ithaka Group LLC 6.53% Reduce -6.2% 84,133 $35.5M
United Bank 4.22% Reduce -3.9% 84,030 $35.4M
Moody National Bank Trust Division 3.70% Reduce -2.4% 83,882 $35.4M
Tritonpoint Wealth, LLC 3.19% Reduce -0.5% 83,721 $35.3M
First Fiduciary Investment Counsel, Inc. 7.18% Add +0.3% 83,715 $35.3M
Avitas Wealth Management LLC 4.87% Reduce -1.2% 83,620 $35.2M
Verdence Capital Advisors LLC 2.83% Reduce -0.2% 83,563 $35.2M
First Hawaiian Bank 1.15% Add +2.3% 83,535 $35.2M
DRW Securities, LLC 2.37% Add +49.9% 83,438 $35.2M
Bar Harbor Wealth Management 2.30% Reduce -0.6% 83,360 $35.1M
Mitchell Capital Management Co. 6.14% Reduce -2.9% 83,192 $35.1M
Rings Capital Management LLC 18.28% No change 83,000 $35.0M
Hilton Capital Management, LLC 3.03% Reduce -8.5% 82,983 $35.0M
Walter Public Investments Inc. 6.24% Add +7.0% 82,775 $34.9M
Qtron Investments LLC 4.90% Reduce -4.6% 82,757 $34.9M
DSG Capital Advisors, LLC 6.31% — 82,657 $34.8M
ARS Wealth Advisors Group, LLC 4.79% Add +2.1% 82,558 $34.8M
Peachtree Investment Partners, LLC 13.03% Reduce -4.2% 82,515 $34.8M
Global X Japan Co., Ltd. 4.34% Add +13.7% 82,451 $34.8M
Griffin Asset Management, Inc. 4.08% Reduce -1.1% 82,379 $34.7M
Pinnacle Wealth Management Advisory Group, LLC 3.25% Reduce -0.7% 82,366 $34.7M
Icon Wealth Advisors, LLC 2.85% Add +2.9% 82,345 $34.7M
Palisade Capital Management, LP 1.04% Add +1.1% 82,001 $34.6M
St Germain D J Co. Inc. 1.57% Add +1.0% 81,748 $34.5M
Trybe Capital Management LP 9.44% No change 81,657 $34.4M
Ameritas Advisory Services, LLC 1.19% Add +35.3% 81,553 $34.4M
Cypress Capital Group 4.21% Reduce -3.0% 81,493 $34.3M
Edge Wealth Management LLC 6.95% Reduce -2.8% 81,469 $34.3M
Insigneo Advisory Services, LLC 3.54% Reduce -4.9% 81,306 $34.3M
Hohimer Wealth Management, LLC 6.48% Add +16.3% 80,754 $34.0M
Vise Technologies, Inc. 2.83% Add +67.9% 80,708 $34.0M
Courier Capital LLC 2.35% Reduce -2.1% 80,679 $34.0M
Marco Investment Management LLC 2.93% Add +0.5% 80,605 $34.0M
Woodmont Investment Counsel LLC 2.51% Add +0.0% 80,544 $33.9M
Caldwell Trust Co 3.54% Reduce -1.2% 80,515 $33.9M
SP Asset Management LLC 2.84% Reduce -2.8% 80,323 $33.9M
Cincinnati Casualty Co. 18.88% No change 80,000 $33.7M
Central Securities Corp 3.22% No change 80,000 $33.7M
Vicus Capital 2.99% Reduce -5.4% 79,902 $33.7M
Bridgeway Capital Management, LLC 0.75% Reduce -2.8% 79,860 $33.7M
Jaffetilchin Investment Partners, LLC 2.44% Add +8.8% 79,842 $33.7M
CapitalatWork S.A. 1.09% Reduce -4.5% 79,709 $33.6M
Forum Financial Management, LP 0.56% Add +59.6% 79,704 $33.6M
Howe & Rusling Inc. 2.89% Add +2.9% 79,642 $33.6M
Dividend Assets Capital, LLC 6.49% Add +2.2% 79,311 $33.4M
Jump Financial, LLC 0.72% Add +4.7% 79,304 $33.4M
Focus Financial Network, Inc. 1.33% Add +3.9% 79,295 $33.4M
Ostrum Asset Management 2.89% Add +5.8% 79,215 $33.4M
Lyell Wealth Management, LP 2.99% Add +0.6% 79,191 $33.4M
Rice Partnership, LLC 6.35% Add +2.1% 79,118 $33.3M
Lighthouse Investment Partners, LLC 1.29% Add +38.5% 79,112 $33.3M
South Street Advisors LLC 5.09% Add +1.8% 78,860 $33.2M
Payden & Rygel 2.86% Add +7.9% 78,830 $33.2M
Centaurus Financial, Inc. 2.03% Add +10.5% 78,825 $33.2M
Belpointe Asset Management LLC 2.00% Reduce -0.8% 79,611 $33.2M
Orbis Allan Gray Ltd 0.18% Add +101.4% 78,712 $33.2M
Oxbow Advisors, LLC 4.01% Add +2.4% 78,674 $33.2M
Nemes Rush Group LLC 4.09% Add +3.1% 78,561 $33.1M
CX Institutional 1.31% Add +16.5% 78,402 $33.0M
McIlrath & Eck, LLC 4.21% Reduce -37.2% 78,349 $33.0M
Smartleaf Asset Management LLC 3.36% Add +22.8% 77,610 $33.0M
River Wealth Advisors LLC 4.37% Add +3.1% 78,178 $33.0M
Angeles Wealth Management, LLC 2.71% Add +2.0% 78,110 $32.9M
One Capital Management, LLC 1.09% Reduce -5.2% 78,031 $32.9M
Hotchkis & Wiley Capital Management LLC 0.11% Add +65.3% 77,586 $32.7M
LMR Partners LLP 0.75% Add +45.5% 77,571 $32.7M
Hills Bank & Trust Co 2.46% Add +0.1% 77,473 $32.7M
M. Kraus & Co 9.76% Reduce -0.7% 77,184 $32.5M
Abner Herrman & Brock LLC 4.04% Add +0.9% 77,174 $32.5M
BBR Partners, LLC 2.27% Add +0.8% 77,131 $32.5M
Ibex Wealth Advisors 3.82% Add +697.4% 76,964 $32.4M
L1 Capital International Pty Ltd 9.95% Add +11.8% 76,796 $32.4M
Nexus Investment Management ULC 3.24% Reduce -1.2% 76,740 $32.3M
K.J. Harrison & Partners Inc 5.06% Add +10.6% 77,051 $32.3M
Private Trust Co. NA 3.31% Reduce -3.1% 76,469 $32.2M
Bourne Lent Asset Management Inc. 12.27% Reduce -2.9% 76,394 $32.2M
Untitled Investments LP 7.84% No change 76,257 $32.1M
Whitebark Investors LP 14.89% — 76,219 $32.1M
Jasper Ridge Partners, L.P. 1.02% Add +0.2% 76,091 $32.1M
MIG Capital, LLC 3.33% No change 76,062 $32.1M
Hoffman, Alan N Investment Management 14.46% Reduce -1.6% 75,964 $32.0M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 10.54% Add +5.7% 75,775 $31.9M
Tufton Capital Management 6.04% Reduce -0.9% 75,755 $31.9M
Valley Wealth Managers, Inc. 2.39% Add +0.8% 75,746 $31.9M
Sava Infond d.o.o. 5.63% — 75,650 $31.9M
Teamwork Financial Advisors, LLC 4.15% Add +1.6% 75,644 $31.9M
Whitford Management LLC 9.42% Add +589.4% 75,615 $31.9M
Cigna Investments Inc. 5.61% Reduce -0.7% 75,598 $31.9M
Buffington Mohr McNeal 5.27% Add +0.9% 75,336 $31.8M
Zevin Asset Management LLC 4.67% Add +11.8% 75,336 $31.8M
Legacy Private Trust Co. 2.07% Add +9.0% 75,174 $31.7M
Perennial Advisors, LLC 6.88% — 74,944 $31.6M
Coleford Investment Management Ltd. 8.33% — 74,883 $31.6M
Verity & Verity, LLC 2.88% Add +11.2% 74,752 $31.5M
Parr McKnight Wealth Management Group, LLC 4.51% — 74,647 $31.5M
WCG Wealth Advisors LLC 2.08% Add +1.4% 74,631 $31.5M
Mechanics Bank Trust Department 4.19% Add +1.2% 74,626 $31.5M
Greatmark Investment Partners, Inc. 4.28% Reduce -2.3% 74,590 $31.4M
Coalescence Partners Investment Management, LP 11.91% Add +70.1% 74,155 $31.3M
Cohen Capital Management, Inc. 5.17% Add +0.9% 73,566 $31.0M
SeaCrest Wealth Management, LLC 3.26% Reduce -2.5% 73,545 $31.0M
Stratos Investment Management, LLC 1.86% Add +1.2% 73,543 $31.0M
Fulcrum Capital LLC 6.49% Add +0.3% 73,519 $31.0M
Onex Canada Asset Management Inc. 3.71% No change 73,465 $31.0M
Nations Financial Group Inc, /Ia/ 2.27% Reduce -14.4% 73,454 $31.0M
McRae Capital Management Inc. 6.05% Reduce -2.4% 73,273 $30.9M
Avestar Capital, LLC 2.80% Add +8.0% 73,265 $30.9M
Intrust Bank NA 3.12% Reduce -0.7% 73,044 $30.8M
Rempart Asset Management Inc. 6.12% Reduce -3.1% 73,019 $30.8M
Ally Financial Inc. 3.75% Add +97.3% 73,000 $30.8M
Spirepoint Private Client, LLC 3.85% Add +11.1% 72,949 $30.7M
Cutler Investment Counsel LLC 3.82% Reduce -2.1% 72,938 $30.7M
JGP Wealth Management, LLC 3.97% Add +1.8% 72,863 $30.7M
GHP Investment Advisors, Inc. 1.43% Reduce -1.2% 72,841 $30.7M
Guardian Partners Inc. 3.12% — 72,241 $30.7M
Pettyjohn, Wood & White, Inc. 5.62% Reduce -0.9% 72,698 $30.6M
Nelson Capital Management, LLC 5.08% Reduce -2.8% 72,611 $30.6M
First Financial Bank - Trust Division 2.85% Reduce -5.7% 72,550 $30.6M
Aragon Global Management, LP 11.34% Add +14.7% 72,547 $30.6M
RNC Capital Management LLC 1.63% Add +4.3% 72,511 $30.6M
Intact Investment Management Inc. 1.07% Add +114.2% 72,400 $30.5M
Apella Capital, LLC 1.17% Reduce -0.8% 72,390 $30.5M
Strategic Wealth Investment Group, LLC 1.68% Add +7.2% 72,903 $30.5M
Cape Cod Five Cents Savings Bank 2.71% No change 70,734 $30.4M
Kingswood Wealth Advisors, LLC 2.29% Reduce -40.3% 72,206 $30.4M
Spinnaker Investment Group, LLC 7.34% Add +47.8% 72,185 $30.4M
Blackhill Capital Inc. 1.57% No change 72,050 $30.4M
Westchester Capital Management, Inc. 7.63% Reduce -1.7% 71,945 $30.3M
Webster Bank, N. A. 3.26% Add +6.4% 71,941 $30.3M
Parcion Private Wealth LLC 2.32% Add +1.4% 71,927 $30.3M
Exchange Capital Management, Inc. 4.81% Add +1.4% 71,899 $30.3M
Community Financial Services Group, LLC 5.99% Add +0.6% 71,733 $30.2M
AMG National Trust Bank 0.83% Add +1.0% 71,445 $30.2M
Naples Global Advisors, LLC 2.83% Add +0.6% 71,662 $30.2M
Clear Harbor Asset Management, LLC 2.42% Add +7.2% 71,296 $30.1M
Monetary Management Group Inc. 7.80% Reduce -2.0% 71,218 $30.0M
PFG Advisors 1.84% Reduce -6.8% 71,167 $30.0M
Fogel Capital Management, Inc. 15.07% Add +0.5% 71,147 $30.0M
Point72 Europe (London) LLP 1.73% Add +58.0% 71,146 $30.0M
StoneX Group Inc. 1.65% Add +69.7% 71,102 $30.0M
Anchor Capital Advisors LLC 0.85% Reduce -2.0% 71,086 $30.0M
Ashburton (Jersey) Ltd 13.22% Add +19.5% 71,082 $30.0M
Bright Rock Capital Management, LLC 6.38% No change 71,000 $29.9M
EDENTREE ASSET MANAGEMENT Ltd 8.68% No change 71,014 $29.9M
Sunbelt Securities, Inc. 2.64% Add +73.5% 70,409 $29.9M
Godsey & Gibb, Inc. 2.98% Reduce -1.4% 70,834 $29.9M
Zions Bancorporation, N.A. 1.88% Add +13.0% 70,832 $29.9M
Galvin, Gaustad & Stein, LLC 2.71% Reduce -2.0% 70,749 $29.8M
Mengis Capital Management, Inc. 6.11% Reduce -12.2% 70,626 $29.8M
Brasada Capital Management, LP 5.28% Reduce -2.5% 71,195 $29.7M
Buckley Wealth Management, LLC 9.09% Reduce -0.6% 70,474 $29.7M
Crestline Management, L.P. 1.03% Add +168.2% 70,464 $29.7M
Holderness Investments Co. 6.55% Reduce -2.0% 70,456 $29.7M
Money Concepts Capital Corp. 2.21% Add +1.4% 70,420 $29.7M
CHICAGO TRUST Co NA 5.50% Reduce -3.2% 70,383 $29.7M
Horiko Capital Management LLC 8.56% Reduce -15.2% 70,037 $29.7M
Hutchinson Capital Management 5.59% Reduce -1.5% 70,329 $29.6M
Rothschild Investment LLC 1.93% Add +0.4% 69,938 $29.5M
Tenere Capital LLC 7.81% Add +27.5% 69,933 $29.5M
Covenant Asset Management, LLC 6.53% Reduce -3.7% 69,878 $29.5M
Syon Capital LLC 2.65% Reduce -5.7% 69,757 $29.4M
CCM Investment Advisers LLC 3.25% Add +1.9% 69,635 $29.4M
Augustine Asset Management Inc. 7.71% Add +10.1% 69,579 $29.3M
Walleye Capital LLC 0.31% Reduce -52.3% 69,233 $29.2M
Nicola Wealth Management LTD. 2.76% No change 69,160 $29.2M
Pioneer Trust Bank N A 7.32% Reduce -0.4% 69,047 $29.1M
Arjuna Capital 7.74% Reduce -2.0% 68,978 $29.1M
CMH Wealth Management LLC 6.65% Add +0.9% 68,925 $29.1M
Cornerstone Wealth Group, LLC 2.38% Add +5.0% 68,906 $29.0M
Segment Wealth Management, LLC 1.98% Reduce -0.0% 68,878 $29.0M
Missouri Trust & Investment Co 10.19% Add +0.5% 68,848 $29.0M
Paragon Capital Management Ltd 5.83% Reduce -0.5% 68,839 $29.0M
Headlands Technologies LLC 2.91% Reduce -11.1% 68,820 $29.0M
Titan Global Capital Management USA LLC 4.39% Reduce -2.3% 68,730 $29.0M
Deltec Asset Management LLC 5.72% Reduce -1.2% 68,544 $28.9M
Flagship Harbor Advisors, LLC 1.51% Add +1.9% 68,384 $28.8M
Claret Asset Management Corp 4.57% Reduce -1.3% 68,371 $28.8M
Wellington Shields & Co., LLC 8.81% Reduce -0.5% 68,202 $28.7M
Rit Capital Partners PLC 7.00% No change 68,000 $28.6M
Prosperity Consulting Group, LLC 2.15% Add +4.1% 67,825 $28.6M
Manchester Global Management (UK) Ltd 3.77% New 67,808 $28.6M
Forvis Mazars Wealth Advisors, LLC 0.66% Reduce -0.4% 67,767 $28.6M
Sompo Asset Management Co., Ltd. 4.81% Reduce -10.8% 67,605 $28.5M
JLB & Associates Inc. 3.87% Reduce -2.9% 67,589 $28.5M
Independence Bank of Kentucky 4.38% Add +51.0% 67,569 $28.5M
Strategic Advisors LLC 5.15% Add +6.7% 67,523 $28.5M
Borer Denton & Associates, Inc. 9.89% Add +1.9% 67,462 $28.4M
SageView Advisory Group, LLC 1.22% Add +31.0% 67,368 $28.4M
Blue Whale Capital LLP 2.11% Reduce -50.3% 67,343 $28.4M
Sfmg, LLC 2.24% Reduce -1.0% 67,312 $28.4M
PKO Investment Management Joint-Stock Co 3.51% Add +48.9% 67,000 $28.2M
Capital Group Investment Management Pte. LTD. 5.35% Add +1.8% 66,776 $28.1M
Bridgewater Advisors Inc. 2.94% Add +0.7% 67,695 $28.1M
Bfsg, LLC 3.28% Add +0.3% 66,608 $28.1M
Thompson Investment Management, Inc. 4.05% Reduce -2.1% 66,582 $28.1M
Harbour Investments, Inc. 0.80% Add +1.9% 66,415 $28.0M
Princeton Global Asset Management LLC 5.21% Reduce -0.3% 66,086 $27.9M
Iyo Bank, Ltd. 9.52% No change 66,077 $27.9M
Fragasso Financial Advisors Inc 2.12% Reduce -3.4% 65,956 $27.8M
Premier Fund Managers Ltd 0.99% Add +2.4% 65,248 $27.7M
Norden Group LLC 3.13% Add +2.5% 65,671 $27.7M
Mirova 4.77% Add +9.2% 65,578 $27.6M
Bogart Wealth, LLC 1.31% Add +5.9% 65,538 $27.6M
Permanent Capital Management, LP 8.55% — 65,528 $27.6M
Foyston, Gordon & Payne Inc 7.31% Reduce -0.8% 65,452 $27.6M
Cornerstone Wealth Management, LLC 1.86% Add +3.1% 65,362 $27.6M
Capital Planning LLC 7.22% Add +4.8% 65,297 $27.5M
Wedgewood Partners Inc. 5.41% Reduce -3.9% 65,219 $27.5M
WBH Advisory Inc. 2.55% Add +76.0% 65,173 $27.5M
Greenwood Capital Associates LLC 3.58% Reduce -0.7% 65,057 $27.4M
Honeycomb Asset Management LP 10.22% Add +160.0% 65,000 $27.4M
Sand Hill Global Advisors, LLC 1.16% Reduce -1.7% 64,960 $27.4M
Bellecapital International Ltd. 4.89% Add +10.7% 64,951 $27.4M
Jamison Private Wealth Management, Inc. 4.04% Add +0.4% 64,856 $27.3M
Somerville Kurt F 4.58% Reduce -0.1% 64,730 $27.3M
Ipswich Investment Management Co., Inc. 6.56% Reduce -0.6% 64,644 $27.2M
Cassaday & Co Wealth Management LLC 0.74% Add +0.5% 64,567 $27.2M
Schechter Investment Advisors, LLC 2.08% Reduce -2.8% 64,265 $27.1M
Toth Financial Advisory Corp. 3.18% Reduce -0.9% 64,088 $27.0M
Good Life Advisors, LLC 1.97% Reduce -3.8% 64,050 $27.0M
Applied Finance Capital Management, LLC 1.17% Add +5.2% 63,777 $26.9M
Zuckerman Investment Group, LLC 2.58% Add +0.7% 65,418 $26.9M
AMS Capital Ltda 13.51% Add +5.6% 63,739 $26.9M
Colonial Trust Co / SC 3.99% Add +11.4% 63,704 $26.9M
Mark Asset Management LP 4.13% Reduce -23.6% 63,534 $26.8M
Sheaff Brock Investment Advisors, LLC 2.33% Reduce -0.9% 63,498 $26.8M
Algert Global LLC 0.63% Add +6.7% 63,439 $26.7M
Columbus Hill Capital Management, L.P. 5.31% Add +8.6% 63,438 $26.7M
Nwi Management LP 2.12% Reduce -70.3% 63,400 $26.7M
Buckingham Capital Management, Inc. 3.05% Add +1.0% 63,147 $26.6M
Broadleaf Partners, LLC 6.22% Reduce -1.3% 63,139 $26.6M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6.60% Reduce -0.4% 63,086 $26.6M
Perkins Coie Trust Co 5.85% Reduce -2.1% 63,061 $26.6M
Brown Shipley& Co Ltd 13.15% Reduce -5.1% 62,852 $26.5M
Generali Investments, Management Co LLC 6.84% — 62,833 $26.5M
Benin Management CORP 7.27% Add +0.9% 62,613 $26.4M
Core Alternative Capital 5.51% Reduce -9.1% 62,565 $26.4M
Canal Insurance CO 6.86% No change 62,500 $26.3M
Altrafin AG 9.12% Add +0.0% 62,409 $26.3M
Valmark Advisers, Inc. 0.41% Add +0.4% 62,338 $26.3M
Trinity Street Asset Management LLP 2.57% Add +6.6% 62,200 $26.2M
APG Asset Management US Inc. 0.20% Add +12.2% 62,095 $26.2M
WoodTrust Financial Corp 3.68% Add +1.7% 61,982 $26.1M
DT Investment Partners, LLC 2.21% Reduce -0.5% 61,962 $26.1M
Anabranch Capital Management, LP 15.62% Reduce -6.8% 61,948 $26.1M
Burling Wealth Partners, LLC 5.33% — 61,922 $26.1M
Stone Summit Wealth LLC 8.75% Reduce -0.1% 61,868 $26.1M
11 Capital Partners LP 10.70% Reduce -3.1% 61,810 $26.1M
Alta Fox Capital Management, LLC 9.28% Add +323.3% 61,800 $26.0M
Hodges Capital Management Inc. 1.56% Reduce -0.5% 61,797 $26.0M
Legacy Advisors, LLC 2.53% Add +7.9% 61,773 $26.0M
Community Bank, N.A. 3.33% Reduce -1.3% 61,605 $26.0M
World Equity Group, Inc. 5.57% Add +96.5% 61,594 $26.0M
RPG Investment Advisory, LLC 3.48% Add +0.9% 61,549 $25.9M
Harbour Investment Management LLC 11.38% Add +5.3% 61,539 $25.9M
Alley Investment Management Company, LLC 3.28% Add +1.7% 61,496 $25.9M
Stratos Wealth Advisors, LLC 1.24% Reduce -4.7% 61,373 $25.9M
Mitchell Sinkler & Starr 6.88% Reduce -6.0% 61,211 $25.8M
Peak Asset Management, LLC 4.77% Add +0.1% 61,126 $25.8M
Allied Investment Advisors, LLC 5.19% Reduce -0.8% 61,102 $25.8M
Lindbrook Capital, LLC 2.32% Reduce -0.1% 61,055 $25.7M
Clarity Financial LLC 3.07% Add +4.3% 61,009 $25.7M
Kovack Advisors, Inc. 2.52% Add +4.2% 61,000 $25.7M
Hall Laurie J Trustee 8.44% Reduce -1.9% 60,973 $25.7M
XML Financial, LLC 2.36% Add +2.1% 60,929 $25.7M
Csenge Advisory Group 1.39% Reduce -12.4% 60,897 $25.7M
Criteria Caixa, S.A.U. 3.67% No change 60,848 $25.6M
Arcadia Investment Management Corp. 4.10% Add +0.5% 60,772 $25.6M
Aaron Wealth Advisors LLC 2.97% Add +2.2% 60,710 $25.6M
Hound Partners, LLC 12.29% Reduce -31.1% 60,694 $25.6M
Trifecta Capital Advisors, LLC 5.05% Add +2.5% 60,677 $25.6M
Verde Servicos Internacionais S.A. 11.01% Add +61.1% 60,669 $25.6M
Twinbeech Capital LP 0.44% Add +47.4% 60,603 $25.5M
Simon Quick Advisors, LLC 1.53% Add +6.6% 60,551 $25.5M
Van Strum & Towne Inc. 8.98% Reduce -11.5% 60,542 $25.5M
Middleton & Co. Inc. 2.82% Add +1.5% 60,509 $25.5M
Concourse Financial Group Securities, Inc. 1.44% Add +2.3% 57,131 $25.5M
Madrona Financial Services, LLC 6.94% Add +0.6% 60,433 $25.5M
Field & Main Bank 8.92% Reduce -0.5% 60,186 $25.4M
Hayek Kallen Investment Management 9.21% Reduce -2.4% 60,117 $25.3M
DE Burlo Group Inc. 3.38% Reduce -37.1% 60,029 $25.3M
Cincinnati Specialty Underwriters Insurance CO 6.95% No change 60,000 $25.3M
Ardmore Road Asset Management LP 3.69% Reduce -25.0% 60,000 $25.3M
Cable Car Capital, LP 1.93% New 60,000 $25.3M
Vision Capital Management, Inc. 3.71% Reduce -15.4% 59,980 $25.3M
RKL Wealth Management LLC 2.25% Add +4.0% 59,926 $25.3M
Knuff & Co LLC 7.68% Reduce -1.1% 59,925 $25.3M
Laurel Wealth Advisors LLC 3.94% Add +0.2% 59,865 $25.2M
Analyst IMS Investment Management Services Ltd. 0.92% Add +5.8% 59,848 $25.2M
Goldstream Capital Management Ltd 10.68% Add +4.1% 59,732 $25.2M
Sage Mountain Advisors LLC 1.84% Add +11.4% 59,706 $25.2M
AdvisorNet Financial, Inc 2.11% Reduce -9.1% 59,624 $25.1M
Turim 21 Investimentos Ltda. 6.54% Reduce -4.1% 60,532 $25.1M
Solidarity Wealth, LLC 6.54% Reduce -0.1% 59,512 $25.1M
Arthur M. Cohen & Associates, LLC 4.44% Reduce -4.2% 59,442 $25.1M
Zhang Financial LLC 1.43% Add +1.1% 59,422 $25.0M
Red Door Wealth Management, LLC 3.84% Add +7.5% 59,388 $25.0M
Hendershot Investments Inc. 3.41% Add +0.8% 59,373 $25.0M
Lathrop Investment Management Co. 4.77% Reduce -2.7% 59,367 $25.0M
Strategic Blueprint, LLC 1.49% Add +5.1% 59,271 $25.0M
Proficio Capital Partners LLC 2.02% Add +22.0% 59,138 $24.9M
Brevan Howard Capital Management LP 0.62% Reduce -68.9% 59,128 $24.9M
Bordeaux Wealth Advisors LLC 4.00% Add +1.2% 59,103 $24.9M
New Hampshire Trust 5.25% Add +1.1% 59,098 $24.9M
Allen Mooney & Barnes Investment Advisors LLC 4.20% Add +2.5% 59,084 $24.9M
TrinityPoint Wealth, LLC 3.50% Add +1.9% 59,028 $24.9M
Saraza Management, LP 6.93% Add +31.1% 59,000 $24.9M
Confluence Wealth Services, Inc. 1.61% Reduce -0.1% 55,411 $24.8M
Taikang Asset Management (Hong Kong) Co Ltd 3.63% Reduce -30.7% 58,664 $24.7M
EverSource Wealth Advisors, LLC 1.39% Add +8.0% 58,639 $24.7M
Thurston, Springer, Miller, Herd & Titak, Inc. 4.99% Add +35.0% 58,599 $24.7M
Foster Victor Wealth Advisors, LLC 1.89% Add +5.0% 57,517 $24.7M
Conning Inc. 0.90% Reduce -4.3% 58,228 $24.5M
American Money Management, LLC 4.79% Add +16.9% 58,206 $24.5M
Harvey Capital Management Inc. 5.76% Reduce -1.4% 58,080 $24.5M
Trivium Point Advisory, LLC 3.08% Add +13.8% 57,944 $24.4M
EFG Asset Management (Americas) Corp. 4.74% Reduce -3.0% 57,881 $24.4M
Arrow Financial Corp 2.31% Reduce -1.2% 57,791 $24.4M
Central Pacific Bank - Trust Division 3.32% Reduce -6.5% 57,631 $24.3M
Motco 2.49% Reduce -3.9% 57,587 $24.3M
Canvas Wealth Advisors, LLC 6.09% Add +5.2% 57,585 $24.3M
Westwind Capital 5.29% Add +1.4% 57,552 $24.3M
Berger Financial Group, Inc 1.68% Reduce -2.0% 57,542 $24.3M
NFJ Investment Group, LLC 0.78% Reduce -0.9% 57,456 $24.2M
Two Point Capital Management, Inc. 8.65% Add +0.1% 56,450 $24.2M
Glen Eagle Advisors, LLC 4.01% Reduce -1.1% 57,380 $24.2M
Mattern Wealth Management LLC 5.33% Reduce -5.3% 57,365 $24.2M
Naviter Wealth, LLC 2.91% Add +26.4% 57,290 $24.1M
Relyea Zuckerberg Hanson LLC 3.25% Add +70.9% 57,273 $24.1M
Foster & Motley Inc. 1.57% Reduce -1.8% 57,215 $24.1M
Capital Asset Advisory Services LLC 1.19% Add +7.5% 56,912 $24.1M
RFG Advisory, LLC 0.68% Add +12.7% 57,071 $24.1M
GM Advisory Group, LLC 1.33% Add +6.6% 57,008 $24.0M
Farmers Trust Co. 4.48% Add +0.7% 56,998 $24.0M
Atlas Capital Advisors Inc. 3.05% Add +287.0% 56,851 $24.0M
First Western Trust Bank 1.11% Reduce -2.8% 56,827 $24.0M
Supplemental Annuity Collective Trust of NJ 7.03% Reduce -4.4% 56,700 $23.9M
Avior Wealth Management, LLC 0.87% Reduce -2.2% 56,624 $23.9M
Stokes Family Office, LLC 2.55% Add +3.9% 56,590 $23.9M
Family Manage LLC 3.86% Add +3.4% 57,727 $23.8M
Regal Investment Advisors LLC 1.79% Reduce -6.4% 56,547 $23.8M
Court Place Advisors, LLC 7.72% Reduce -4.5% 56,507 $23.8M
1834 Investment Advisors Co. 3.01% Reduce -4.0% 56,403 $23.8M
Paul R. Ried Financial Group, LLC 16.67% — 56,394 $23.8M
Chemung Canal Trust Co. 4.95% Reduce -3.6% 56,332 $23.7M
Clearstead Trust, LLC 5.13% Add +17.7% 56,318 $23.7M
Hillman Co. 10.04% No change 56,289 $23.7M
Copeland Capital Management, LLC 0.44% Reduce -13.6% 56,271 $23.7M
Cozad Asset Management Inc. 2.21% Add +0.7% 56,194 $23.7M
Princeton Capital Management LLC 7.33% Reduce -1.0% 56,170 $23.7M
Engineers Gate Manager LP 0.41% Add +24.5% 56,164 $23.7M
Greenwich Wealth Management LLC 1.67% Add +3.7% 56,107 $23.6M
Jackson Square Partners, LLC 2.46% Reduce -5.0% 56,094 $23.6M
CloudAlpha Capital Management Limited/Hong Kong 4.91% New 56,010 $23.6M
Pavion Blue Capital, LLC 11.08% Reduce -0.6% 55,982 $23.6M
Rothschild Capital Partners, LLC 5.72% Add +19.0% 55,960 $23.6M
St. Clair Advisors, LLC 6.76% Reduce -1.4% 55,881 $23.6M
SevenBridge Financial Group, LLC 4.45% Reduce -2.0% 57,192 $23.5M
Baker Ellis Asset Management LLC 3.46% Reduce -0.7% 55,810 $23.5M
Whalerock Point Partners, LLC 5.64% Add +0.7% 55,805 $23.5M
Salomon & Ludwin, LLC 2.49% Reduce -0.8% 55,771 $23.5M
Montag & Caldwell, LLC 4.99% Reduce -22.2% 55,479 $23.4M
Hamilton Point Investment Advisors, LLC 4.21% Add +0.7% 55,355 $23.3M
GPS Wealth Strategies Group, LLC 2.99% Reduce -6.2% 55,326 $23.3M
GeoWealth Management, LLC 0.76% Reduce -2.9% 55,249 $23.3M
Villere St Denis J & Co. LLC 2.15% Reduce -2.7% 55,237 $23.3M
Claar Advisors LLC 7.53% Reduce -3.5% 55,182 $23.3M
Haverford Financial Services, Inc. 7.09% Add +0.4% 55,169 $23.3M
Executive Wealth Management, LLC 1.82% Add +2.2% 55,034 $23.2M
EULAV Asset Management 0.56% Reduce -0.9% 55,030 $23.2M
Balboa Wealth Partners 5.31% Reduce -1.6% 55,011 $23.2M
Optimus Prime Fund Management Co., Ltd. 2.48% Add +120.0% 55,000 $23.2M
Cypress Asset Management Inc. 5.76% Reduce -2.4% 53,505 $23.2M
Meridian Wealth Advisors, LLC 3.82% Add +3.8% 54,910 $23.1M
Bourgeon Capital Management LLC 4.39% Add +3.9% 54,848 $23.1M
Rockline Wealth Management, LLC 6.17% Add +2.3% 54,806 $23.1M
D L Carlson Investment Group Inc. 4.11% Add +1.2% 54,757 $23.1M
Edgestream Partners, L.P. 0.98% Add +8.1% 54,742 $23.1M
Leuthold Group, LLC 2.77% Reduce -3.5% 54,619 $23.0M
Cooper Financial Group 2.77% Add +8.4% 54,615 $23.0M
Broderick Brian C 4.51% Add +3.3% 54,558 $23.0M
Independent Investors Inc. 4.55% Reduce -0.2% 54,528 $23.0M
PFC Capital Group, Inc. 11.11% Reduce -0.6% 54,513 $23.0M
Elevatus Welath Management 7.86% Add +22.5% 54,474 $23.0M
Sepio Capital, LP 1.84% Add +0.1% 54,432 $22.9M
West Branch Capital LLC 7.31% Add +1.8% 54,356 $22.9M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 11.92% Add +17.8% 54,301 $22.9M
Miramar Capital, LLC 5.45% Add +0.7% 54,205 $22.8M
Generali Powszechne Towarzystwo Emerytalne 7.65% No change 54,118 $22.8M
Journey Strategic Wealth LLC 0.85% Add +4.5% 54,009 $22.8M
Claro Advisors Inc. 3.08% Reduce -6.0% 54,007 $22.8M
Hamilton Wealth, LLC 5.51% Reduce -1.6% 53,917 $22.7M
GC Wealth Management RIA, LLC 3.99% Reduce -2.7% 53,895 $22.7M
City Holding Co. 3.21% Reduce -6.2% 53,758 $22.7M
Campbell Capital Management Inc. 8.87% Reduce -1.2% 53,740 $22.7M
Evernest Financial Advisors, LLC 5.87% Reduce -0.1% 53,706 $22.6M
Valicenti Advisory Services Inc. 5.63% Reduce -1.1% 53,628 $22.6M
Cadinha & Co. LLC 3.74% Add +0.7% 53,524 $22.6M
Baker Chad R 4.41% No change 53,435 $22.5M
Diligent Investors, LLC 5.16% Reduce -2.3% 53,375 $22.5M
Alpha Omega Wealth Management LLC 4.26% Reduce -0.3% 53,333 $22.5M
Harvard Management Co. Inc. 1.33% New 53,300 $22.5M
Soros Fund Management 0.57% New 53,287 $22.5M
Camden National Bank 3.36% Reduce -1.6% 53,256 $22.4M
University of Texas/Texas Am Investment Management Co. 2.65% Reduce -10.9% 53,184 $22.4M
Traynor Capital Management, Inc. 1.73% Add +5.0% 52,911 $22.3M
Nicollet Investment Management, Inc. 7.65% Reduce -1.9% 52,876 $22.3M
Jackson Square Capital, LLC 5.36% Reduce -5.8% 52,729 $22.2M
Elk River Wealth Management LLC 4.02% Reduce -0.9% 52,632 $22.2M
Gladius Capital Management LP 12.74% Add +6.2% 52,568 $22.2M
Marietta Investment Partners LLC 4.88% Reduce -3.2% 52,558 $22.2M
Cheviot Value Management, LLC 4.24% Reduce -0.6% 52,511 $22.1M
West Coast Financial LLC 2.44% Add +0.4% 52,477 $22.1M
Stonebridge Capital Management Inc. 9.05% Reduce -0.1% 52,419 $22.1M
Premier Path Wealth Partners, LLC 3.37% Add +0.0% 52,390 $22.1M
NTV Asset Management LLC 2.91% Reduce -2.2% 52,388 $22.1M
Hartford Financial Management Inc. 4.52% Add +0.9% 52,352 $22.1M
Pinnacle Investment Management Ltd 16.11% — 52,350 $22.1M
Sargent Investment Group, LLC 3.61% Add +10.1% 52,869 $22.1M
Sigma Investment Counselors Inc. 1.29% Reduce -0.6% 52,268 $22.0M
Decatur Capital Management, Inc. 10.01% Reduce -1.7% 52,116 $22.0M
Cardinal Capital Management 3.44% Reduce -0.5% 52,104 $22.0M
Kozak & Associates, Inc. 5.02% Reduce -8.4% 51,864 $22.0M
Heirloom Wealth Management 6.56% Reduce -3.2% 51,896 $21.9M
Rockbridge Asset Management LLC 12.42% — 51,845 $21.9M
Y.D. More Investments Ltd 1.97% Reduce -0.0% 51,818 $21.9M
Boyd Watterson Asset Management LLC 6.13% Reduce -0.1% 51,829 $21.8M
Plimoth Trust Co. LLC 5.59% Reduce -0.7% 51,626 $21.8M
Weik Capital Management 8.85% Reduce -0.5% 51,589 $21.7M
J. Goldman & Co LP 0.77% New 51,502 $21.7M
Rowlandmiller & Partners.adv 4.52% Reduce -1.1% 51,324 $21.6M
Farley Capital L.P. 18.42% No change 51,312 $21.6M
Mystic Asset Management, Inc. 5.79% Add +79.4% 51,244 $21.6M
R.H. Dinel Investment Counsel, Inc. 14.41% Reduce -1.7% 51,225 $21.6M
Montecito Bank & Trust 3.74% Reduce -0.1% 51,205 $21.6M
Liberty One Investment Management, LLC 2.34% Add +3.4% 51,179 $21.6M
Portfolio Design Labs, LLC 4.42% Add +24.8% 51,128 $21.6M
Grand Jean Capital Management Inc. 5.01% Reduce -4.4% 51,127 $21.6M
Arete Wealth Advisors, LLC 1.55% Add +30.3% 51,019 $21.5M
Strategy Asset Managers LLC 4.17% Reduce -0.1% 51,046 $21.5M
Pragma Gestao DE Patrimonio Ltd. 11.85% Add +50.0% 51,000 $21.5M
Lincoln Capital Corp. 8.84% Reduce -0.3% 50,914 $21.5M
Spectrum Wealth Counsel, LLC 2.52% Reduce -0.6% 50,793 $21.4M
Trust Point Inc. 1.48% Add +12.9% 50,748 $21.4M
Condor Capital Management 1.88% Reduce -1.6% 50,692 $21.4M
WESPAC Advisors SoCal, LLC 4.83% Reduce -1.7% 50,691 $21.4M
Parkside Financial Bank & Trust 2.83% Add +5.1% 50,640 $21.3M
HWG Holdings LP 6.98% Reduce -5.8% 50,596 $21.3M
Natural Investments, LLC 5.90% — 50,589 $21.3M
Stockman Wealth Management, Inc. 3.34% Add +1.2% 50,577 $21.3M
Mark Sheptoff Financial Planning, LLC 11.42% No change 50,489 $21.3M
Embree Financial Group 3.63% Add +0.9% 50,482 $21.3M
Marcum Wealth, LLC 1.85% Add +3.2% 50,462 $21.3M
Monarch Capital Management Inc. 5.82% Reduce -0.1% 50,407 $21.2M
Ninety One SA (Pty) Ltd 4.69% Reduce -40.9% 50,407 $21.2M
Phraction Management LLC 7.98% No change 50,376 $21.2M
Headinvest, LLC 4.01% Reduce -1.9% 50,372 $21.2M
Institute for Wealth Management, LLC. 2.67% Reduce -0.5% 50,361 $21.2M
Larson Financial Group LLC 1.10% Add +30.4% 50,341 $21.2M
Moloney Securities Asset Management, LLC 2.86% Reduce -1.9% 50,285 $21.2M
Boothbay Fund Management, LLC 0.67% Add +32.3% 50,236 $21.2M
Consilio Wealth Advisors, LLC 8.65% Reduce -2.3% 50,190 $21.2M
Impact Asset Management GmbH 8.35% Add +40.5% 50,141 $21.1M
L & S Advisors Inc 2.60% Reduce -1.2% 50,120 $21.1M
Krilogy Financial LLC 1.41% Add +8.2% 50,069 $21.1M
Laffer Tengler Investments, Inc. 5.10% Add +24.4% 50,063 $21.1M
One Madison Group LLC 2.41% — 50,000 $21.1M
RBF Capital, LLC 1.10% No change 50,000 $21.1M
Connecticut Wealth Management, LLC 1.03% Add +1.3% 49,920 $21.0M
Makena Capital Management LLC 3.41% Add +17.9% 49,823 $21.0M
CFM Wealth Partners LLC 3.53% Reduce -0.2% 49,720 $21.0M
Renaissance Investment Group LLC 4.42% Reduce -2.3% 49,670 $20.9M
RMR Wealth Builders 2.16% Add +3.6% 49,658 $20.9M
Capital Investment Counsel, Inc 3.15% Reduce -2.5% 49,637 $20.9M
Financial Insights, Inc. 8.07% Reduce -20.6% 49,540 $20.9M
Keel Point, LLC 1.67% Add +4.2% 49,531 $20.9M
Pure Financial Advisors, LLC 0.47% Add +3.8% 49,514 $20.9M
Wayfinding Financial, LLC 11.14% Reduce -0.1% 49,457 $20.8M
GFS Advisors, LLC 3.16% Reduce -0.3% 49,359 $20.8M
Vantage Wealth 4.48% Reduce -0.5% 49,335 $20.8M
Heron Bay Capital Management 4.34% Add +3.0% 49,315 $20.8M
Asset Planning Services Inc. /La/ 10.10% Reduce -0.3% 49,165 $20.7M
Keystone Financial Group 2.04% Add +4.0% 49,120 $20.7M
Hendley & Co. Inc. 7.24% Reduce -0.3% 48,987 $20.6M
HTLF Bank 2.33% Reduce -2.0% 48,908 $20.6M
Pennant Investors, LP 6.12% Reduce -4.1% 48,900 $20.6M
Koshinski Asset Management, Inc. 1.76% Add +0.2% 48,838 $20.6M
Yelin Lapidot Holdings Management Ltd. 3.58% Reduce -12.7% 48,803 $20.6M
NBW Capital LLC 3.81% Reduce -1.0% 48,781 $20.6M
Rench Wealth Management, Inc. 7.01% Add +1.2% 48,727 $20.5M
Farmers National Bank 5.99% — 48,699 $20.5M
Ransom Advisory, Ltd 9.40% Reduce -0.6% 48,530 $20.5M
Adalta Capital Management LLC 10.68% Reduce -9.1% 48,521 $20.5M
Archford Capital Strategies, LLC 3.09% Add +3.0% 48,481 $20.4M
Rosenblum Silverman Sutton S F Inc. 5.12% Reduce -2.1% 48,396 $20.4M
Delta Financial Group, Inc. 4.76% New 48,274 $20.3M
Capital City Trust Co. 5.08% Add +0.9% 48,257 $20.3M
McGuire Investment Group, LLC 2.94% Add +0.0% 48,240 $20.3M
Duncker Streett & Co. Inc. 3.77% Add +0.1% 48,232 $20.3M
Everhart Financial Group, Inc. 4.18% Add +12.5% 48,169 $20.3M
Brooklyn Investment Group 6.05% Add +7.3% 48,146 $20.3M
Capital Planning Advisors, LLC 3.13% Reduce -0.9% 48,014 $20.2M
Stansberry Asset Management, LLC 2.80% Add +4.8% 47,899 $20.2M
Evelyn Partners Asset Management Ltd 5.43% — 47,826 $20.2M
Skyline Advisors, Inc. 7.80% Reduce -2.0% 47,659 $20.1M
Ascent Wealth Partners, LLC 2.70% Add +6.2% 47,587 $20.1M
Morse Asset Management, Inc 4.64% Reduce -29.4% 47,556 $20.0M
Vestmark Advisory Solutions, Inc. 0.69% Add +16.8% 47,404 $20.0M
Little House Capital LLC 5.71% Add +0.2% 47,389 $20.0M
Oakworth Capital, Inc. 1.37% Reduce -2.7% 47,375 $20.0M
Bellwether Advisors, LLC 3.57% Add +14.4% 47,352 $20.0M
Northstar Asset Management Inc. 5.24% Reduce -3.4% 47,342 $20.0M
Penserra Capital Management LLC 0.37% Add +335.6% 47,339 $20.0M
Oxford Financial Group, LTD. LLC 1.29% Reduce -21.0% 47,313 $19.9M
Scott & Selber, Inc. 6.00% Reduce -2.3% 47,303 $19.9M
Formidable Asset Management, LLC 3.27% Reduce -0.2% 47,222 $19.9M
Biondo Investment Advisors, LLC 2.74% Reduce -0.1% 47,138 $19.9M
Motley Fool Wealth Management, LLC 1.02% Reduce -3.2% 47,382 $19.8M
Aspire Capital Advisors LLC 5.66% Add +3.0% 46,981 $19.8M
Hedeker Wealth, LLC 4.93% Add +0.5% 46,962 $19.8M
Scholtz & Company, LLC 9.48% Reduce -0.5% 46,957 $19.8M
Certuity, LLC 2.15% Reduce -4.1% 46,952 $19.8M
Silverlake Wealth Management LLC 7.64% Add +0.9% 46,887 $19.8M
Aspiriant, LLC 0.71% Add +2.4% 46,814 $19.7M
Inman Jager Wealth Management, LLC 15.37% — 46,791 $19.7M
Miller Wealth Advisors, LLC 10.05% Reduce -0.0% 46,787 $19.7M
Nicolet Advisory Services, LLC 1.81% Add +2.4% 47,071 $19.7M
Wells Trecaso Financial Group, LLC 6.44% Reduce -1.7% 46,738 $19.7M
Beach Investment Counsel Inc. 2.66% Reduce -12.2% 46,700 $19.7M
Canal Capital Management, LLC 3.18% Add +1.1% 46,572 $19.6M
Deroy & Devereaux Private Investment Counsel Inc. 1.13% Add +1.6% 46,550 $19.6M
Texas Yale Capital Corp. 0.79% Reduce -0.5% 46,532 $19.6M
HCR Wealth Advisors 2.45% Reduce -1.1% 46,487 $19.6M
Westbourne Investment Advisors, Inc. 6.70% Add +0.4% 46,464 $19.6M
Quantum Private Wealth, LLC 6.25% Add +4.3% 46,392 $19.6M
Morningstar Investment Services LLC 1.78% Reduce -90.6% 46,343 $19.5M
Geller Advisors LLC 1.28% Reduce -0.3% 46,296 $19.5M
Burke & Herbert Bank & Trust Co. 4.62% Reduce -0.7% 46,172 $19.5M
New Millennium Group LLC 11.35% Reduce -3.1% 46,040 $19.4M
GDS Wealth Management 1.77% Add +5.4% 46,039 $19.4M
Cordatus Wealth Management LLC 5.12% Add +3.6% 46,028 $19.4M
Community Bank & Trust, Waco, Texas 4.43% Reduce -0.8% 45,996 $19.4M
Savvy Advisors, Inc. 2.33% Add +98.8% 45,960 $19.4M
McDonald Partners LLC 4.95% Reduce -2.6% 45,948 $19.4M
Centre Asset Management, LLC 4.43% Add +1.5% 45,900 $19.3M
Cooper Investors PTY Ltd. 3.05% Add +2.2% 45,862 $19.3M
Weitz Investment Management, Inc. 1.00% Add +12.0% 45,850 $19.3M
Hilltop National Bank 5.80% Reduce -0.2% 45,790 $19.3M
Jacobi Capital Management LLC 1.44% Reduce -1.1% 45,654 $19.2M
Laurion Capital Management LP 1.23% Add +59.1% 45,629 $19.2M
Allred Capital Management, LLC 7.44% Reduce -0.6% 45,612 $19.2M
Rehmann Capital Advisory Group 1.22% Reduce -0.4% 45,603 $19.2M
Beverly Hills Private Wealth, LLC 3.90% Add +0.6% 45,546 $19.2M
Eagle Rock Investment Company, LLC 3.19% Add +7.0% 45,532 $19.2M
GPM Growth Investors, Inc. 8.10% Reduce -0.8% 45,497 $19.2M
RWQ Financial Management Services, Inc. 7.49% Reduce -21.3% 45,407 $19.1M
Black Point Wealth Management 22.14% Reduce -0.3% 45,395 $19.1M
Boyar Asset Management Inc. 12.61% Reduce -2.1% 45,334 $19.1M
Symphony Financial, Ltd. Co. 3.00% Reduce -3.2% 44,244 $19.1M
Investment Advisory Services Inc. /TX 6.69% Reduce -7.8% 45,023 $19.0M
Brady Family Wealth, LLC 5.81% Reduce -1.8% 44,924 $18.9M
Marietta Wealth Management, LLC 2.71% Add +1.9% 44,889 $18.9M
McCollum Christoferson Group LLC 5.59% Reduce -0.1% 44,860 $18.9M
J. W. Coons Advisors, LLC 4.86% Reduce -0.3% 44,850 $18.9M
Nkcfo LLC 8.31% No change 44,825 $18.9M
SS&H Financial Advisors, Inc. 6.88% Add +0.2% 44,786 $18.9M
Isthmus Partners, LLC 2.29% Add +5.2% 44,779 $18.9M
First Interstate Bank 1.14% Reduce -3.9% 44,765 $18.9M
Avantax Planning Partners, Inc. 0.68% Add +1.4% 44,714 $18.8M
Schaper Benz & Wise Investment Counsel Inc. 1.51% Add +1.7% 44,681 $18.8M
Diversify Wealth Management, LLC 1.46% Add +35.7% 44,834 $18.8M
Providence Capital Advisors, LLC 3.80% Add +17.0% 44,411 $18.7M
Lattice Capital Management, LLC 15.70% No change 44,408 $18.7M
Lawson Kroeker Investment Management Inc. 3.53% Reduce -1.3% 44,408 $18.7M
Snider Financial Group 5.79% Add +95.0% 44,309 $18.7M
Banque de Luxembourg S.A. 10.05% — 44,111 $18.7M
McKinley Carter Wealth Services, Inc. 1.14% Add +0.3% 44,280 $18.7M
Patten Group, Inc. 4.13% Add +0.0% 44,226 $18.6M
TigerOak Management, L.L.C. 6.81% — 44,196 $18.6M
Kestra Investment Management, LLC 0.73% Add +6.2% 44,195 $18.6M
R.m.sincerbeaux Capital Management LLC 11.14% Reduce -8.8% 44,041 $18.6M
Legacy Wealth Management, LLC / MS 7.36% Reduce -2.0% 43,975 $18.5M
Security National Bank 2.64% Reduce -0.3% 43,964 $18.5M
Concord Wealth Partners 3.03% Add +5.0% 43,835 $18.5M
Stoneridge Investment Partners LLC 6.60% Add +3.9% 43,825 $18.5M
Continuum Advisory, LLC 2.37% Add +0.5% 43,823 $18.5M
Paragon Capital Management LLC 9.90% Reduce -3.6% 43,798 $18.5M
Hanson & Doremus Investment Management 2.88% Add +9.3% 43,754 $18.4M
Sendero Wealth Management, LLC 2.75% Add +5.0% 43,747 $18.4M
Portside Wealth Group, LLC 3.05% Add +3.2% 43,731 $18.4M
Occidental Asset Management, LLC 2.88% Add +9.5% 43,714 $18.4M
Gryphon Financial Partners LLC 2.65% Reduce -6.3% 43,702 $18.4M
Beacon Bank & Trust 4.27% Add +2.8% 43,593 $18.4M
J.P. Marvel Investment Advisors, LLC 3.03% Reduce -1.4% 43,578 $18.4M
Moss Adams Wealth Advisors LLC 1.94% Add +4.6% 43,462 $18.3M
Watts Gwilliam & Co., LLC 3.86% Reduce -1.4% 43,271 $18.3M
Hoertkorn Richard Charles 7.51% Reduce -3.3% 43,307 $18.3M
STF Management LP 8.19% Add +3.5% 43,300 $18.3M
Valley National Advisers Inc. 3.28% Reduce -4.5% 43,295 $18.2M
JCIC Asset Management Inc. 7.37% Add +0.7% 43,139 $18.2M
Baugh & Associates, LLC 9.42% Add +0.1% 44,030 $18.2M
Manhattan West Asset Management, LLC 4.90% Add +3.3% 43,071 $18.2M
My Personal CFO, LLC 9.29% Add +12.1% 43,004 $18.1M
Leo Wealth, LLC 1.62% Add +0.8% 43,199 $18.1M
Physicians Financial Services, Inc. 5.48% Reduce -0.1% 42,846 $18.1M
Keebeck Wealth Management 2.60% Reduce -0.0% 42,829 $18.1M
Mayflower Financial Advisors, LLC 2.70% Reduce -0.6% 42,793 $18.0M
Harold Davidson & Associates Inc. 8.63% — 42,791 $18.0M
Moneco Advisors, LLC 1.89% Add +7.0% 42,472 $17.9M
Oak Grove Capital LLC 3.59% Add +16.9% 42,397 $17.9M
Accent Capital Management, LLC 10.17% Reduce -0.1% 42,375 $17.9M
Elevation Point Wealth Partners, LLC 1.44% Add +16.4% 42,328 $17.8M
Financial Partners Group, Inc 2.60% Reduce -0.3% 42,279 $17.8M
Mirabaud Asset Management Ltd 8.28% Add +8.6% 41,924 $17.8M
BW Gestao de Investimentos Ltda. 0.83% Add +51.9% 42,252 $17.8M
Rodgers Brothers Inc. 2.32% Add +0.6% 42,207 $17.8M
Apexium Financial, LP 1.08% Add +22.5% 42,166 $17.8M
Sage Capital Advisors,llc 4.62% Add +0.2% 42,138 $17.8M
Boston Research & Management Inc. 4.33% Reduce -0.5% 42,135 $17.8M
Whitener Capital Management, Inc. 4.98% Reduce -0.6% 42,130 $17.8M
Harbor Island Capital LLC 8.49% No change 42,086 $17.7M
Winch Advisory Services, LLC 4.61% Reduce -1.3% 42,007 $17.7M
Romano Brothers and Company 2.23% Reduce -0.4% 41,994 $17.7M
National Philanthropic Trust 0.26% Add +59.0% 41,985 $17.7M
Chapin Davis, Inc. 5.77% No change 41,086 $17.7M
Leeward Financial Partners, LLC 6.30% Add +3.8% 41,938 $17.7M
American Trust 1.35% Add +0.7% 41,921 $17.7M
SeaBridge Investment Advisors LLC 3.69% Add +3.6% 41,865 $17.6M
FFG Partners, LLC 6.17% Add +1.3% 41,797 $17.6M
SOA Wealth Advisors, LLC. 3.24% Reduce -0.4% 41,752 $17.6M
PDS Planning, Inc 1.56% Add +4.3% 41,742 $17.6M
Roberts Glore & Co. Inc. 5.22% Reduce -0.4% 41,694 $17.6M
FAS Wealth Partners, Inc. 1.48% Add +1.4% 41,649 $17.6M
Manchester Capital Management LLC 2.04% Reduce -0.1% 41,600 $17.5M
Artemis Wealth Advisors, LLC 2.79% Add +27.6% 41,596 $17.5M
Live Oak Private Wealth LLC 2.94% Reduce -6.3% 41,566 $17.5M
CPC Advisors, LLC 2.38% Add +15.4% 41,543 $17.5M
one8zero8, LLC 3.77% — 41,446 $17.5M
Harbor Capital Advisors, Inc. 0.76% Reduce -1.9% 41,444 $17.5M
Morton Capital Management LLC 3.30% Reduce -0.8% 41,438 $17.5M
Next Century Growth Investors LLC 1.31% Add +3.9% 41,404 $17.5M
M. Kulyk & Associates, LLC 3.77% Reduce -4.8% 41,330 $17.4M
Fox Hill Wealth Management 9.83% Reduce -3.2% 41,214 $17.4M
Sandbox Financial Partners, LLC 5.79% Add +1.1% 41,177 $17.4M
CRA Financial Services, LLC 2.98% Add +0.3% 41,174 $17.4M
Great Lakes Retirement, Inc. 2.24% Reduce -0.0% 41,174 $17.4M
Capital & Planning, LLC 12.66% — 41,086 $17.3M
Kavar Capital Partners Group, LLC 2.93% Add +0.8% 41,070 $17.3M
Litman Gregory Wealth Management LLC 1.50% Reduce -4.3% 41,058 $17.3M
Quent Capital, LLC 1.79% Add +5.7% 41,023 $17.3M
Eubel Brady & Suttman Asset Management Inc. 2.47% Reduce -0.5% 40,939 $17.3M
Legacy Trust 4.00% Add +1.6% 40,880 $17.2M
Jackson Hole Capital Partners, LLC 3.48% Add +3.2% 40,852 $17.2M
Catalyst Financial Partners LLC 3.24% Add +3.8% 40,845 $17.2M
Thames Capital Management LLC 4.67% No change 40,843 $17.2M
Bonness Enterprises Inc. 6.03% No change 40,800 $17.2M
111 Capital 3.61% — 40,776 $17.2M
GKV Capital Management Co., Inc. 7.00% — 40,736 $17.2M
Apriem Advisors 1.97% Add +0.3% 40,715 $17.2M
Westover Capital Advisors, LLC 3.78% Add +0.5% 40,714 $17.2M
CFO4Life Group, LLC 3.02% Add +1.0% 40,709 $17.2M
Union Heritage Capital, LLC 6.34% No change 40,696 $17.2M
Wills Financial Group, Inc. 7.40% Reduce -8.2% 40,678 $17.1M
Allegiance Financial Group Advisory Services LLC 5.55% Add +1.4% 40,630 $17.1M
Iowa State Bank 3.56% Add +0.2% 40,628 $17.1M
Wealth Alliance, LLC 2.03% Reduce -3.4% 40,372 $17.0M
Generali Investments CEE, investicni spolecnost, a.s. 1.75% — 40,346 $17.0M
Lake Street Private Wealth, LLC 2.73% Reduce -2.9% 40,339 $17.0M
Cantor Fitzgerald, L. P. 0.65% New 40,335 $17.0M
Kelleher Financial Advisors 6.42% Add +0.2% 40,321 $17.0M
Trustmark Bank Trust Department 1.26% Add +0.2% 40,177 $16.9M
Blueprint Investment Partners LLC 2.68% Add +34.2% 40,065 $16.9M
Alight Capital Management LP 5.68% No change 40,000 $16.9M
Bill Few Associates, Inc. 5.92% Reduce -1.2% 39,982 $16.9M
DCM Advisors, LLC 7.90% Add +20.0% 40,261 $16.8M
Nicholas Investment Partners, LP 1.64% Add +9.0% 39,895 $16.8M
Asset Dedication, LLC 1.32% Reduce -18.4% 39,894 $16.8M
Banco BTG Pactual S.A. 3.94% Reduce -11.1% 40,158 $16.8M
Stonebrook Private Inc. 4.39% Add +0.1% 39,807 $16.8M
Lincoln Capital LLC 3.52% Reduce -1.6% 39,714 $16.7M
Inlet Private Wealth, LLC 4.42% Reduce -0.6% 39,670 $16.7M
Nilsine Partners, LLC 1.79% Add +14.4% 39,670 $16.7M
Strategic Planning Group, LLC 3.07% Add +4.6% 39,592 $16.7M
Timber Creek Capital Management LLC 4.81% Add +1.1% 39,541 $16.7M
Avidian Wealth Enterprises, LLC 0.75% Add +1.6% 39,511 $16.7M
Birinyi Associates Inc. 4.58% Reduce -3.7% 39,500 $16.6M
Moser Wealth Advisors, LLC 8.65% Reduce -2.5% 39,453 $16.6M
Greater Midwest Financial Group, LLC 10.52% Add +14.7% 39,421 $16.6M
Enclave Advisors LLC 2.73% Reduce -4.2% 39,391 $16.6M
Davidson Trust Co. 8.53% Add +2.5% 39,318 $16.6M
Grandview Asset Management LLC 6.07% New 39,261 $16.5M
Savoie Capital LLC 1.97% No change 39,253 $16.5M
CoreCap Advisors, LLC 0.75% Reduce -1.9% 39,238 $16.5M
Aviance Capital Partners, LLC 2.29% Add +3.3% 39,230 $16.5M
Searle & Co. 4.78% Add +1.7% 39,212 $16.5M
Strategic Global Advisors, LLC 3.01% Reduce -12.5% 39,121 $16.5M
Ascentis Independent Advisors 3.14% Reduce -1.9% 39,037 $16.5M
Torray Investment Partners LLC 2.36% Add +1.3% 39,010 $16.4M
Codex Capital Asset Management L.L.C. 7.27% No change 39,000 $16.4M
Harbour Trust & Investment Management Co 1.87% Add +4.1% 38,973 $16.4M
Tradewinds, LLC. 4.56% Add +1.5% 40,043 $16.4M
Mattern Capital Management, LLC 2.14% Add +0.9% 38,932 $16.4M
Roberts Wealth Advisors, LLC 4.98% Add +0.2% 38,484 $16.4M
Old Second National Bank of Aurora 3.73% Reduce -0.1% 38,884 $16.4M
Advisor OS, LLC 1.90% Add +0.2% 38,870 $16.4M
Shikiar Asset Management Inc. 4.80% Reduce -0.2% 38,777 $16.3M
Potrero Capital Research LLC 6.90% No change 38,694 $16.3M
Heritage Wealth Management, Inc. 5.42% Reduce -1.6% 38,667 $16.3M
Brave Asset Management Inc. 5.17% Reduce -3.9% 38,565 $16.3M
Bradyco, Inc. 10.02% — 34,941 $16.2M
Lynwood Price Capital Management LP 11.18% — 38,500 $16.2M
Benedict Financial Advisors Inc. 3.94% Reduce -3.2% 38,481 $16.2M
Horizon Investments, LLC 0.47% Add +24.5% 38,478 $16.2M
Wright Investors Service Inc. 5.26% Reduce -24.0% 38,428 $16.2M
Stokes Capital Advisors, LLC 4.18% Add +1.8% 38,402 $16.2M
Texas Bank & Trust Co 6.67% — 38,378 $16.2M
Vega Investment Solutions 13.30% — 38,345 $16.2M
Guardian Wealth Advisors, LLC / NC 1.29% Add +11.7% 38,270 $16.1M
Brown Miller Wealth Management, LLC 6.18% Reduce -1.4% 38,239 $16.1M
Argonautica Private Wealth Management, Inc. 5.20% Reduce -0.7% 38,221 $16.1M
Puzo Michael J 4.50% Reduce -3.3% 38,198 $16.1M
Unio Capital LLC 5.75% Add +27.6% 38,148 $16.1M
Intellus Advisors LLC 2.78% — 38,137 $16.1M
Herold Advisors, Inc. 3.50% Add +0.1% 38,104 $16.1M
Capital Investment Counsel, LLC 2.68% Reduce -0.6% 38,111 $16.1M
First National Bank & Trust Co. of Newtown 3.35% Reduce -10.5% 38,024 $16.0M
Udine Wealth Management, Inc. 10.29% Add +3.7% 38,015 $16.0M
Nvwm, LLC 4.04% Add +0.6% 38,014 $16.0M
Headwater Capital Co Ltd 8.54% — 38,000 $16.0M
Richard C. Young & CO., LTD. 1.74% Add +0.9% 37,966 $16.0M
MSA Advisors, LLC 4.00% Reduce -6.3% 37,900 $16.0M
Columbia Bank 5.52% Add +8.6% 38,420 $16.0M
Tranquility Partners, LLC 5.98% Reduce -1.0% 37,697 $15.9M
Main Street Financial Solutions, LLC 1.57% Add +52.0% 37,686 $15.9M
Sirios Capital Management L P 2.85% Reduce -1.2% 37,643 $15.9M
Accredited Investors Inc. 0.93% Add +70.5% 37,584 $15.8M
Resonant Capital Advisors, LLC 1.16% Add +1.1% 37,574 $15.8M
Walter & Keenan Wealth Management LLC /in/ 4.78% Add +1.5% 37,495 $15.8M
Avalon Capital Management 5.10% Add +0.2% 37,490 $15.8M
Enterprise Bank & Trust Co 5.19% Add +1.4% 37,445 $15.8M
Aljian Capital Management, LLC 3.43% Reduce -3.3% 37,386 $15.8M
Towne Trust Company, N.A 5.52% Reduce -3.0% 37,292 $15.7M
IFG Advisory, LLC 0.89% Add +6.2% 37,277 $15.7M
Investor's Fiduciary Advisor Network, LLC 6.00% — 37,204 $15.7M
Royal Fund Management, LLC 1.70% Reduce -44.1% 36,880 $15.7M
Heathbridge Capital Management Ltd. 6.23% Reduce -1.3% 37,170 $15.7M
Platform Technology Partners 4.74% Add +1.8% 37,155 $15.7M
Shepherd Financial Partners LLC 1.87% Add +2.4% 37,127 $15.6M
BNC Wealth Management, LLC 5.14% Add +3.4% 37,109 $15.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.31% Add +0.7% 36,978 $15.6M
TLW Wealth Management, LLC 9.28% Reduce 0.0% 36,964 $15.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.30% Add +0.4% 36,918 $15.6M
Winthrop Advisory Group LLC 1.86% Add +24.0% 36,827 $15.5M
44 Wealth Management LLC 5.97% Add +1.7% 36,825 $15.5M
InvesTrust 4.32% — 36,625 $15.5M
Fischer Financial Services, Inc. 4.89% — 36,787 $15.5M
LM Advisors LLC 2.79% Add +0.6% 36,704 $15.5M
Southeast Asset Advisors, LLC 1.90% Reduce -10.7% 36,687 $15.5M
Selway Asset Management 6.07% Add +0.1% 36,677 $15.5M
Round Rock Advisors LLC 3.17% Add +0.7% 36,676 $15.5M
Portland Global Advisors LLC 1.96% Add +0.4% 36,670 $15.5M
Marshall & Sullivan Inc. 7.54% Add +0.1% 36,597 $15.4M
Impact Capital Partners LLC 5.49% — 36,574 $15.4M
Horan Capital Advisors, LLC. 5.19% Reduce -1.6% 36,533 $15.4M
Prudent Investors Network, Inc. 4.50% Add +7.8% 36,484 $15.4M
Westmount Partners, LLC 4.67% Add +2.0% 36,465 $15.4M
Mission Creek Capital Partners, Inc. 3.34% Add +1.4% 36,358 $15.3M
Bank Hapoalim BM 2.59% Reduce -6.6% 36,327 $15.3M
Pegasus Asset Management, Inc. 5.77% Add +0.3% 36,295 $15.3M
Mitchell McLeod Pugh & Williams Inc. 3.21% Reduce -4.5% 36,278 $15.3M
Patriot Financial Group Insurance Agency, LLC 2.05% Add +3.5% 36,180 $15.3M
Capital Investment Advisory Services, LLC 1.47% Reduce -0.9% 36,157 $15.2M
Consolidated Portfolio Review Corp 2.41% Add +122.9% 36,134 $15.2M
Vishria Bird Financial Group, LLC 5.33% Reduce -0.8% 36,089 $15.2M
Broadwater Capital Management LLC 11.65% Reduce -0.4% 36,079 $15.2M
United Capital Management of KS, Inc. 2.76% Add +1.9% 36,033 $15.2M
Turtle Creek Wealth Advisors, LLC 3.50% Add +15.0% 35,995 $15.2M
Chiron Investment Management, LLC 5.05% Add +60.4% 35,948 $15.2M
Raab & Moskowitz Asset Management LLC 3.72% Add +5.2% 35,910 $15.1M
Nutshell Asset Management Ltd 9.55% — 35,870 $15.1M
Hall Capital Management Co. Inc. 7.05% — 35,846 $15.1M
Greystone Financial Group, LLC 2.63% Add +6.5% 35,835 $15.1M
DLK Investment Management, LLC 6.31% Reduce -0.8% 35,793 $15.1M
Connable Office Inc. 1.56% Add +5.6% 35,773 $15.1M
McGinn Penninger Investment Management, Inc. 10.07% Reduce -0.6% 35,772 $15.1M
Punch & Associates Investment Management, Inc. 0.83% Reduce -0.0% 35,770 $15.1M
M Holdings Securities, Inc. 2.43% New 35,755 $15.1M
Lafayette Investments, Inc. 3.23% Add +0.4% 35,755 $15.1M
Alpine Woods Capital Investors, LLC 2.86% Reduce -2.8% 35,727 $15.1M
Northwest Capital Management Inc 6.45% Add +0.8% 35,668 $15.0M
FACT Capital, LP 6.56% Reduce -10.2% 35,649 $15.0M
Jupiter Wealth Management LLC 7.52% Add +1.1% 35,618 $15.0M
Ervin Investment Management, LLC 9.68% Reduce -2.8% 35,611 $15.0M
Alaska Permanent Fund Corp 0.22% No change 35,576 $15.0M
Central Bank & Trust Co. 2.27% Reduce -6.4% 35,534 $15.0M
Hirtle & Co., LLC 0.72% Add +2.5% 35,442 $14.9M
Grove Bank & Trust 2.07% Add +5.4% 35,388 $14.9M
Legacy Financial Advisors, Inc. 2.46% Add +5.4% 35,355 $14.9M
Advisory Alpha, LLC 0.53% Add +8.2% 35,353 $14.9M
Northwest Bancshares, Inc. 2.76% Reduce -8.6% 35,347 $14.9M
Evelyn Partners Investment Management (Europe) Ltd 5.42% — 35,333 $14.9M
Kesler, Norman & Wride, LLC 3.21% Add +0.6% 35,311 $14.9M
Bell Bank 1.11% Add +2.9% 35,291 $14.9M
Kidder Stephen W 4.47% Add +0.3% 35,270 $14.9M
Strategic Investment Advisors / MI 1.58% Reduce -0.8% 35,221 $14.8M
Bank of New Hampshire 3.82% Reduce -1.4% 35,205 $14.8M
Versant Capital Management, Inc 3.20% Add +8.4% 35,205 $14.8M
Delta Investment Management, LLC 2.89% Add +2.7% 35,173 $14.8M
Fortis Capital Advisors, LLC 5.06% Reduce -0.7% 35,498 $14.8M
Tradition Wealth Management, LLC 1.30% Reduce -0.2% 35,124 $14.8M
Citizens National Bank Trust Department 3.13% Add +0.9% 35,065 $14.8M
First Sabrepoint Capital Management LP 5.52% No change 35,000 $14.8M
First Bank & Trust 2.83% Add +0.3% 34,948 $14.7M
Apollon Financial, LLC 3.68% Add +4.7% 34,946 $14.7M
TCI Wealth Advisors, Inc. 1.23% Add +0.9% 34,896 $14.7M
Abbot Financial Management, Inc. 7.31% Add +0.3% 34,844 $14.7M
Humankind Investments LLC 3.71% Add +1.4% 34,809 $14.7M
Harrell Investment Partners, LLC 4.10% Reduce -5.4% 34,781 $14.7M
TRUE Private Wealth Advisors 1.78% Reduce -2.0% 34,724 $14.6M
Aries Wealth Management 4.03% Reduce -1.4% 34,705 $14.6M
Plancorp, LLC 0.60% Add +4.7% 34,565 $14.6M
Zullo Investment Group, Inc. 5.88% Reduce -0.1% 34,553 $14.6M
Hollow Brook Wealth Management LLC 4.45% Reduce -7.7% 34,406 $14.5M
Summa Corp. 7.09% Reduce -3.1% 34,306 $14.5M
Gifford Fong Associates 3.55% No change 34,302 $14.5M
Parker Investment Management, LLC 2.25% Reduce -3.9% 34,299 $14.5M
ZEGA Investments, LLC 4.28% — 32,536 $14.4M
LMG Wealth Partners, LLC 3.14% Add +1.2% 34,209 $14.4M
Arvest Bank Trust Division 0.87% Reduce -0.7% 34,150 $14.4M
Consolidated Capital Management, LLC 6.28% Add +0.0% 34,149 $14.4M
Summit Global Investments 0.90% Reduce -24.0% 34,055 $14.4M
Hudson Value Partners, LLC 5.34% Add +12.9% 34,054 $14.4M
Advanced Asset Management Advisors Inc 3.76% Reduce -0.2% 34,045 $14.3M
Bluegrass Capital Partners LP 12.72% Add +25.9% 34,000 $14.3M
Bearing Point Capital, LLC 2.99% — 33,958 $14.3M
Miller Investment Management, LP 1.57% Add +0.5% 33,930 $14.3M
Cache Advisors, LLC 5.94% — 33,805 $14.2M
Garrison Point Advisors, LLC 6.75% Add +110.5% 33,736 $14.2M
Hennion & Walsh Asset Management, Inc. 0.64% Add +2.4% 33,095 $14.2M
Olde Wealth Management, LLC 5.07% Reduce -0.8% 33,651 $14.2M
Ausdal Financial Partners, Inc. 1.22% Add +11.3% 33,565 $14.1M
Financial Perspectives, Inc 4.75% Add +1.6% 33,537 $14.1M
Ravenstone Capital Management Inc. 8.12% Add +1.2% 33,532 $14.1M
PARUS FINANCE (UK) Ltd 4.43% Reduce -7.0% 33,512 $14.1M
Birch Capital Management, LLC 7.10% Add +7.1% 33,463 $14.1M
Affinity Wealth Management LLC 2.49% Add +0.1% 33,288 $14.0M
Bedel Financial Consulting, Inc. 1.95% Reduce -0.8% 33,928 $14.0M
Parallax Volatility Advisers, L.P. 0.36% New 33,217 $14.0M
Quotient Wealth Partners, LLC 0.46% Reduce -0.9% 33,176 $14.0M
Carnegie Lake Advisors LLC 5.63% No change 33,124 $14.0M
1248 Management, LLC 6.01% — 33,089 $13.9M
Dudley Capital Management, LLC 7.14% Add +0.4% 33,086 $13.9M
Ashton Thomas Securities, LLC 3.83% Add +10.8% 33,087 $13.9M
Biltmore Family Office, LLC 2.34% Reduce -1.1% 33,027 $13.9M
CV Advisors LLC 4.84% Add +39.2% 33,181 $13.9M
Legacy Edge Advisors, LLC 2.20% Add +0.3% 32,697 $13.9M
Pinnacle Wealth Planning Services, Inc. 2.09% Reduce -24.5% 32,930 $13.9M
Builder Investment Group Inc. 3.77% Reduce -0.0% 32,907 $13.9M
BankPlus Trust Department 4.55% — 32,885 $13.9M
Chronos Wealth Management, LLC 7.08% Add +1.8% 32,884 $13.9M
Caxton Associates LP 0.44% Reduce -43.8% 32,810 $13.8M
Stanley-Laman Group, Ltd. 1.94% Reduce -9.7% 32,794 $13.8M
Northside Capital Management, LLC 3.67% Add +0.4% 32,763 $13.8M
Somerset Trust Co 5.19% Add +1.8% 32,707 $13.8M
Strait & Sound Wealth Management LLC 6.39% Add +0.8% 32,658 $13.8M
Citizens & Northern Corp. 3.77% Add +1.4% 32,618 $13.7M
Maytus Capital Management, LLC 4.79% New 32,500 $13.7M
Symmetry Investments LP 0.82% Add +39.6% 32,413 $13.7M
Midland Wealth Advisors, LLC 0.82% Reduce -3.6% 32,386 $13.7M
Tyche Wealth Partners LLC 2.88% Reduce -3.9% 32,374 $13.6M
Old Port Advisors 3.92% Reduce -0.5% 32,337 $13.6M
Dover Advisors, LLC 7.81% Add +0.9% 32,333 $13.6M
Brentview Investment Management LLC 7.73% — 32,268 $13.6M
Concord Asset Management, LLC 2.99% Add +4.0% 32,262 $13.6M
Sonata Capital Group Inc. 5.61% Reduce -0.6% 32,134 $13.5M
Fort Point Capital Partners LLC 1.52% Add +1.3% 32,119 $13.5M
Alpha Family Trust 7.59% No change 32,070 $13.5M
Marks Group Wealth Management, Inc 1.33% Add +2.2% 32,059 $13.5M
Catalina Capital Group, LLC 4.45% Add +3.5% 32,047 $13.5M
Muhlenkamp & Co. Inc. 4.10% Add +0.3% 32,038 $13.5M
Glassy Mountain Advisors, Inc. 4.62% Reduce -7.6% 32,025 $13.5M
Roman Butler Fullerton & Co. 4.29% Reduce -7.9% 31,041 $13.5M
Miura Global Management, LLC 14.72% Add +6.7% 32,000 $13.5M
John G Ullman & Associates Inc. 1.98% Reduce -4.8% 31,981 $13.5M
Gardner Lewis Asset Management L P 3.41% Reduce -0.5% 31,944 $13.5M
Fourpath Capital Management, LLC 2.49% Reduce -3.0% 31,931 $13.5M
Buckhead Capital Management LLC 4.30% Reduce -2.4% 31,896 $13.4M
Boit C F David 6.74% Add +0.3% 31,804 $13.4M
Strong Tower Advisory Services 3.49% Add +2.1% 31,732 $13.4M
Waterloo Capital, L.P. 1.41% Add +4.8% 31,721 $13.4M
Ellevest, Inc. 0.77% Add +5.6% 31,702 $13.4M
Castle Rock Wealth Management, LLC 3.18% Add +0.4% 32,690 $13.4M
Carroll Investors, Inc 7.53% Add +1.2% 31,647 $13.3M
Maestria Partners LLC 5.29% — 31,650 $13.3M
True North Advisors, LLC 3.14% Add +38.1% 31,646 $13.3M
Bulltick Wealth Management, LLC 3.14% Add +4.8% 31,630 $13.3M
Madison Park Capital Advisors, LLC 10.63% Add +80.8% 31,621 $13.3M
NatWest Group plc 3.94% Reduce -19.8% 31,557 $13.3M
JT Stratford LLC 2.19% Add +2.6% 31,555 $13.3M
Mirador Capital Partners LP 2.41% Reduce -1.0% 31,514 $13.3M
Chatham Capital Group, Inc. 2.18% Add +0.2% 31,496 $13.3M
FWL Investment Management, LLC 4.83% Add +3.4% 31,462 $13.3M
Shorepoint Capital Partners LLC 3.03% Add +3.5% 31,446 $13.3M
ICONIQ Capital, LLC 0.21% Add +82.0% 31,437 $13.3M
Oxler Private Wealth LLC 4.35% Reduce -0.1% 31,423 $13.2M
Founders Financial Alliance, LLC 3.64% Add +0.9% 31,422 $13.2M
Monument Capital Management 3.65% Add +5.0% 31,421 $13.2M
McIntyre Freedman & Flynn Investment Advisers Inc. 9.89% Reduce -0.3% 31,408 $13.2M
MCF Advisors LLC 0.93% Add +1.4% 31,407 $13.2M
Texas Capital Bank Wealth Management Services Inc 1.35% Add +1.1% 31,382 $13.2M
Paragon Private Wealth Management, LLC 6.10% Add +3.9% 31,346 $13.2M
Crews Bank & Trust 2.22% — 31,300 $13.2M
Cornerstone Advisory, LLC 1.50% Reduce -2.1% 32,300 $13.2M
L2 Asset Management, LLC 2.88% Reduce -21.7% 31,280 $13.2M
Perennial Investment Advisors, LLC 1.55% Add +5.0% 31,204 $13.2M
Telos Capital Management, Inc. 1.40% Reduce -2.0% 31,192 $13.1M
GenTrust, LLC 0.57% Add +85.3% 31,192 $13.1M
Capital Market Strategies LLC 7.60% Add +0.8% 31,186 $13.1M
State of Wyoming 1.67% Add +286.2% 31,080 $13.1M
Asio Capital, LLC 2.47% Reduce -1.6% 31,040 $13.1M
NORTHSTAR ASSET MANAGEMENT Co 2.99% Reduce -1.0% 30,975 $13.1M
Sentry Investment Management LLC 6.22% Reduce -13.4% 30,967 $13.1M
First National Bank of Mount Dora, Trust Investment Services 3.05% Reduce -0.2% 30,965 $13.1M
Windward Capital Management Co. 1.00% Reduce -1.5% 30,913 $13.0M
Optas, LLC 2.80% Add +5.1% 30,880 $13.0M
Personal Cfo Solutions, LLC 2.56% Add +1.4% 30,878 $13.0M
Stonebridge Financial Group, LLC 1.43% — 30,868 $13.0M
MIdWestOne Financial Group, Inc. 1.82% Add +1.6% 30,827 $13.0M
Nicolet Bankshares Inc. 2.54% Add +2.3% 30,821 $13.0M
FCG Investment Co 7.90% Add +10.1% 30,818 $13.0M
Nadler Financial Group, Inc. 1.37% Add +0.8% 30,767 $13.0M
ARK Investment Management 0.11% Add +1.2% 30,761 $13.0M
CGN Advisors LLC 1.26% Add +16.0% 30,744 $13.0M
Baldwin Investment Management, LLC 1.69% Reduce -24.7% 30,730 $13.0M
TFG Advisers LLC 4.65% Reduce -0.7% 30,686 $12.9M
In-Depth Partners, LLC 13.67% Add +25.4% 30,619 $12.9M
Uncommon Cents Investing LLC 3.84% Reduce -3.3% 30,593 $12.9M
Huber Capital Management LLC 2.57% No change 30,543 $12.9M
WealthTrust Axiom LLC 3.83% Add +0.5% 30,493 $12.9M
NFSG Corp 3.29% Add +1.6% 30,431 $12.8M
Seneca House Advisors 5.10% Add +4.1% 30,418 $12.8M
Goodman Advisory Group, LLC 3.78% Add +5.7% 30,395 $12.8M
Newman Dignan & Sheerar, Inc. 3.28% Reduce -2.1% 30,359 $12.8M
White Pine Capital LLC 4.31% Add +0.0% 30,342 $12.8M
Delta Financial Advisors LLC 4.75% Reduce -0.3% 30,340 $12.8M
CNB Bank 5.92% Add +4.0% 30,222 $12.7M
Argentarii, LLC 6.40% — 30,197 $12.7M
Drexel Morgan & Co. 2.62% No change 30,129 $12.7M
Glass Wealth Management Co LLC 6.90% Add +1.6% 30,127 $12.7M
Founders Financial Securities LLC 1.14% Add +6.6% 30,113 $12.7M
Seizert Capital Partners, LLC 0.57% Reduce -1.5% 30,087 $12.7M
Evexia Wealth LLC 4.29% Add +0.5% 30,916 $12.7M
Financial Security Advisor, Inc. 3.21% Reduce -0.3% 30,005 $12.6M
General Pension Society PZU Joint Stock Co 3.88% No change 30,000 $12.6M
Kentucky Farm Bureau Mutual Insurance Co 2.84% No change 30,000 $12.6M
Ardsley Advisory Partners LP 2.45% Reduce -3.2% 30,000 $12.6M
Bornite Capital Management LP 1.70% Reduce -70.0% 30,000 $12.6M
Telemark Asset Management, LLC 1.26% Add +50.0% 30,000 $12.6M
Dumont & Blake Investment Advisors LLC 3.39% Reduce -0.8% 29,995 $12.6M
Magnus Financial Group LLC 1.22% Add +1.1% 29,987 $12.6M
Rovida Advisors Inc. 9.83% New 30,000 $12.6M
Cove Private Wealth, LLC 7.78% Add +18.6% 29,969 $12.6M
Arax Advisory Partners 0.80% Add +57.8% 29,967 $12.6M
Stenger Family Office, LLC 4.29% — 29,965 $12.6M
Gibraltar Capital Management, Inc. 5.57% Add +1.1% 29,950 $12.6M
Carderock Capital Management Inc. 3.16% Reduce -4.5% 29,928 $12.6M
Center for Financial Planning, Inc. 1.68% Add +0.8% 29,924 $12.6M
Quadcap Wealth Management, LLC 1.86% Reduce -0.4% 29,909 $12.6M
Financial Partners Group, LLC 5.23% Reduce -1.8% 29,888 $12.6M
Harbour Capital Advisors, LLC 2.81% Reduce -6.1% 29,745 $12.6M
Pine Haven Investment Counsel, Inc 10.35% Reduce -0.3% 29,871 $12.6M
Brown, Lisle/Cummings, Inc. 3.75% Reduce -0.1% 29,828 $12.6M
Quantitative Investment Management, LLC 0.94% New 29,826 $12.6M
Once Capital Management, LLC 5.70% Add +8.8% 29,800 $12.6M
Roberts Capital Advisors, LLC 10.51% No change 29,777 $12.6M
Transatlantique Private Wealth LLC 4.77% Add +0.3% 29,771 $12.5M
Orca Investment Management, LLC 11.78% Reduce -4.0% 29,711 $12.5M
Chapman Investment Management, LLC 9.31% Reduce -0.1% 29,684 $12.5M
XXEC, Inc. 10.37% Reduce -3.4% 29,671 $12.5M
Front Row Advisors LLC 4.32% Reduce -0.6% 29,653 $12.5M
Chase Investment Counsel Corp. 4.01% Add +47.9% 29,640 $12.5M
TFR Capital, LLC. 6.21% — 29,639 $12.5M
Signet Financial Management, LLC 1.59% Add +2.8% 29,470 $12.4M
Chesapeake Wealth Management 4.26% Reduce -2.2% 29,466 $12.4M
Finer Wealth Management, Inc. 7.12% Add +2.3% 29,462 $12.4M
Amova Asset Management Americas, Inc. 0.13% Reduce -12.3% 29,446 $12.4M
San Luis Wealth Advisors LLC 2.35% Add +29.9% 29,431 $12.4M
LVW Advisors, LLC 1.52% Reduce -5.8% 29,351 $12.4M
Barometer Capital Management Inc. 4.94% Reduce -7.1% 27,604 $12.3M
Ayrshire Capital Management LLC 6.00% Add +25.2% 29,195 $12.3M
Westwood Wealth Management 4.45% Reduce -4.1% 29,194 $12.3M
Regent Peak Wealth Advisors LLC 2.76% Reduce -0.6% 29,147 $12.3M
Cambridge Advisors Inc. 2.74% Reduce -3.1% 29,077 $12.3M
Wrapmanager Inc. 3.13% Add +2.4% 29,043 $12.2M
Peak Planning Group, LLC 5.10% Reduce -0.1% 29,043 $12.2M
Vista Capital Partners, Inc. 1.42% Reduce -0.8% 29,040 $12.2M
LRI Investments, LLC 1.16% Reduce -0.6% 55,317 $12.2M
Callan Capital, LLC 0.89% Reduce -1.8% 29,016 $12.2M
SPC Financial, Inc. 1.07% Add +6.3% 29,014 $12.2M
Bedell Frazier Investment Counselling, LLC 3.03% Add +0.1% 28,985 $12.2M
AlphaCore Capital LLC 2.64% Add +3.1% 28,983 $12.2M
MV Capital Management, Inc. 1.30% Add +0.2% 28,980 $12.2M
Penn Davis McFarland Inc. 1.33% Add +3.9% 28,969 $12.2M
White Pine Investment CO 3.29% Reduce -0.5% 28,901 $12.2M
Beck Capital Management, LLC 3.23% Reduce -12.9% 28,891 $12.2M
Klingman & Associates, LLC 0.77% Reduce -4.1% 28,875 $12.2M
Advisory Research Inc. 2.02% Reduce -0.7% 28,854 $12.2M
Stony Point Capital LLC 2.79% Reduce -7.0% 28,834 $12.2M
Cherry Creek Investment Advisors, Inc. 5.97% Reduce -2.5% 28,817 $12.1M
AIMZ Investment Advisors, LLC 4.22% Reduce -1.3% 28,810 $12.1M
Sax Wealth Advisors, LLC 0.95% Add +7.4% 28,755 $12.1M
OV Management LLC 5.62% Add +6.5% 28,736 $12.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.98% Add +8.4% 28,676 $12.1M
Atlas Wealth LLC 6.35% Reduce -1.0% 28,669 $12.1M
Key Financial Inc 2.75% Reduce -3.0% 28,668 $12.1M
Tiemann Investment Advisors, LLC 5.36% Reduce -1.6% 28,632 $12.1M
Essex Bank 2.98% Add +0.2% 28,584 $12.0M
Lorne Steinberg Wealth Management Inc. 3.48% Add +0.6% 28,499 $12.0M
Town & Country Bank & Trust CO dba First Bankers Trust CO 4.69% Add +1.6% 28,490 $12.0M
Patton Albertson Miller Group, LLC 1.60% Add +3.0% 28,441 $12.0M
JB Capital LLC 0.67% Add +2.0% 28,428 $12.0M
Slagle Financial, LLC 5.39% Add +8.6% 28,397 $12.0M
Cinctive Capital Management LP 0.65% New 28,387 $12.0M
Secure Asset Management, LLC 1.81% Add +9.5% 28,348 $11.9M
Argyle Capital Management, LLC 4.71% Add +0.1% 28,346 $11.9M
Fortitude Advisory Group L.L.C. 7.19% Reduce -0.7% 28,316 $11.9M
Clear Creek Financial Management, LLC 1.29% Add +3.1% 28,316 $11.9M
Chancellor Financial Group WB LP 9.61% — 28,306 $11.9M
Trust Co. of Oklahoma 3.81% Add +2.6% 28,294 $11.9M
Cascades Capital Asset Management, LLC 6.51% Add +1.2% 28,234 $11.9M
Harrington Investments, INC 6.54% Add +0.9% 28,223 $11.9M
Beacon Investment Advisors LLC 5.59% Add +1.0% 28,221 $11.9M
RDA Financial Network 3.47% Add +10.5% 28,201 $11.9M
Destiny Wealth Partners, LLC 1.93% Add +4.3% 28,102 $11.8M
Kathmere Capital Management, LLC 1.06% Add +23.4% 28,100 $11.8M
Consolidated Investment Group LLC 1.66% No change 28,089 $11.8M
VCI Wealth Management LLC 5.02% Reduce -2.1% 28,060 $11.8M
Arlington Trust Co LLC 2.49% Add +1.7% 28,047 $11.8M
Eukles Asset Management 5.04% Reduce -6.7% 28,045 $11.8M
Diamant Asset Management, Inc. 7.56% Reduce -0.1% 28,040 $11.8M
Kapitalo Investimentos Ltda 7.90% Reduce -1.8% 28,027 $11.8M
Roanoke Asset Management Corp./ NY 3.84% Reduce -1.1% 28,021 $11.8M
Maxi Investments CY Ltd 2.27% Reduce -15.3% 27,961 $11.8M
Trexquant Investment LP 0.14% Reduce -79.3% 27,922 $11.8M
Mill Creek Capital Advisors, LLC 0.28% Add +6.3% 27,911 $11.8M
Coronation Fund Managers Ltd. 0.69% Reduce -34.4% 27,899 $11.8M
Chickasaw Capital Management LLC 0.48% Reduce -0.1% 27,891 $11.8M
Menlo Advisors LLC 6.00% No change 27,887 $11.8M
Blodgett Wealth Advisors, LLC 9.21% Add +0.1% 27,883 $11.8M
Brandywine Oak Private Wealth LLC 1.15% Reduce -1.4% 27,876 $11.7M
McDonough Capital Management, Inc 7.26% Add +5.2% 27,836 $11.7M
Councilmark Asset Management, LLC 7.88% Add +0.1% 27,836 $11.7M
Oarsman Capital, Inc. 2.05% Add +2.0% 27,828 $11.7M
Benson Investment Management Company, Inc. 4.86% Reduce -0.3% 27,760 $11.7M
Keystone Financial Planning, Inc. 3.62% No change 27,718 $11.7M
Altfest L J & Co. Inc. 1.49% Reduce -18.2% 27,708 $11.7M
Revolve Wealth Partners, LLC 1.71% Add +5.8% 27,684 $11.7M
Kensington Investment Counsel, LLC 4.86% Reduce -1.9% 27,636 $11.6M
Bank Ozk 4.82% Reduce -1.1% 27,600 $11.6M
Breakwater Investment Management 4.93% Reduce -0.0% 27,541 $11.6M
Catalyst Capital Advisors LLC 0.25% Add +4.4% 27,528 $11.6M
Evanson Asset Management, LLC 0.79% Reduce -1.0% 27,514 $11.6M
KPP Advisory Services LLC 2.73% Add +1.5% 27,513 $11.6M
Armstrong Advisory Group, Inc. 0.93% Add +2.4% 27,506 $11.6M
Hardy Reed LLC 1.02% Add +2.9% 27,504 $11.6M
Loudon Investment Management, LLC 6.59% Reduce -0.1% 27,491 $11.6M
Summerhill Capital Management lnc. 8.65% Add +2.1% 27,490 $11.6M
VeraBank, N.A. 3.26% Reduce -0.1% 27,464 $11.6M
Cardiff Park Advisors, LLC 1.10% Reduce -6.2% 27,456 $11.6M
Torque Asset Management LLC 5.41% Add +5.7% 27,442 $11.6M
Huntleigh Advisors, Inc. 2.49% — 27,429 $11.6M
Fairfield, Bush & Co. 6.80% Add +1.2% 27,427 $11.6M
Empire Financial Management Company, LLC 3.59% Reduce -1.9% 27,307 $11.5M
Sawyer & Company, Inc 4.25% Add +6.3% 27,278 $11.5M
Ballast Advisors LLC 3.54% Add +2.2% 27,275 $11.5M
Brick & Kyle, Associates 4.92% Reduce -0.9% 27,275 $11.5M
Members Trust Co 0.40% Add +2.2% 27,214 $11.5M
Sandhill Capital Partners LLC 0.90% Reduce -0.3% 27,192 $11.5M
Kemnay Advisory Services Inc. 2.06% Reduce -12.0% 27,149 $11.4M
Smith, Moore & Co. 1.05% Add +1.3% 27,139 $11.4M
Integrated Investment Consultants, LLC 2.36% Add +16.6% 27,137 $11.4M
Greenfield Savings Bank 5.47% Reduce -1.1% 27,090 $11.4M
Meridian Investment Counsel Inc. 3.41% Reduce -4.1% 27,077 $11.4M
Okabena Investment Services Inc. 3.17% Add +35.1% 27,067 $11.4M
Retirement Solution LLC 2.99% Reduce -31.5% 27,056 $11.4M
Excalibur Management Corp. 4.53% Reduce -7.4% 27,040 $11.4M
Eos Management, L.P. 4.82% No change 26,979 $11.4M
MGB Wealth Management, LLC 3.53% Add +2.2% 26,925 $11.4M
Sentry LLC 2.20% Reduce -6.6% 26,857 $11.3M
Wimmer Associates 1, LLC 5.60% Reduce -1.1% 26,855 $11.3M
Childress Capital Advisors, LLC 3.16% Add +0.5% 26,854 $11.3M
BKM Wealth Management, LLC 4.64% Add +8.8% 26,822 $11.3M
S.E.E.D. Planning Group LLC 3.77% Add +5.3% 26,819 $11.3M
Seaview Investment Managers LLC 3.13% Add +24.4% 26,814 $11.3M
Penbrook Management LLC 7.71% Reduce -1.2% 26,803 $11.3M
Concentric Capital Strategies, LP 0.71% Reduce -54.3% 26,780 $11.3M
Pinpoint Asset Management Ltd 2.00% Reduce -9.4% 26,767 $11.3M
L.M. Kohn & Company 2.92% Reduce -1.3% 26,754 $11.3M
Bridge Creek Capital Management LLC 3.47% Reduce -0.9% 26,735 $11.3M
Washington Trust Advisors, Inc. 0.94% Add +2.3% 26,730 $11.3M
Wambolt & Associates, LLC 3.62% Reduce -17.0% 26,711 $11.3M
Calydon Capital 2.21% Reduce -48.9% 26,710 $11.3M
Harmony Asset Management LLC 4.45% Reduce -4.5% 26,655 $11.2M
Hamilton Capital Partners, LLC 7.09% — 26,649 $11.2M
Global Wealth Management Investment Advisory, Inc. 2.31% Add +6.2% 26,626 $11.2M
Buck Wealth Strategies, LLC 2.33% Add +39.4% 26,602 $11.2M
Triangle Securities Wealth Management 2.87% Reduce -2.1% 26,571 $11.2M
Simplicity Wealth,LLC 2.34% Reduce -30.5% 26,559 $11.2M
Prestige Wealth Management Group LLC 2.33% Reduce -2.2% 26,550 $11.2M
Unionview, LLC 8.14% Reduce -0.1% 26,362 $11.1M
Enterprise Financial Services Corp 6.16% Add +4.9% 26,284 $11.1M
Lester Murray Antman dba SimplyRich 3.16% Reduce -0.1% 26,274 $11.1M
Canopy Partners, LLC 4.23% Add +14.2% 26,260 $11.1M
Lantz Financial LLC 2.94% Reduce -0.3% 26,211 $11.0M
Barton Investment Management 1.17% No change 26,195 $11.0M
Flow Traders U.S. LLC 0.44% New 26,195 $11.0M
Founders Capital Management 6.99% Reduce -1.6% 26,187 $11.0M
Channel Wealth LLC 3.59% Add +18.1% 26,163 $11.0M
NovaPoint Capital, LLC 3.35% Add +1.6% 26,074 $11.0M
First City Capital Management, Inc. 5.84% Add +2.2% 26,042 $11.0M
Mezzasalma Advisors, LLC 3.54% Reduce -0.6% 26,026 $11.0M
McHugh Group, LLC 8.30% — 26,004 $11.0M
Harbor Advisors LLC 1.72% Add +2.0% 26,000 $11.0M
Buttonwood Financial Advisors Inc. 4.82% Reduce -1.0% 25,995 $11.0M
United Advisor Group, LLC 2.17% Add +4.4% 25,980 $11.0M
JNBA Financial Advisors 1.12% Add +0.1% 25,973 $10.9M
AssuredPartners Investment Advisors, LLC 2.13% — 25,948 $10.9M
Costello Asset Management, INC 7.22% Add +11.7% 25,890 $10.9M
Napean Trading & Investment Co (Singapore) PTE Ltd 2.70% Reduce -42.5% 25,857 $10.9M
Mitsubishi UFJ Asset Management (UK) Ltd. 4.80% Add +66.5% 25,800 $10.9M
Nan Fung Trinity (hk) Ltd. 2.21% New 25,700 $10.8M
Commonwealth Retirement Investments LLC 4.46% Add +2.7% 25,689 $10.8M
Plante Moran Financial Advisors, LLC 0.90% Reduce -3.9% 25,622 $10.8M
Eastover Investment Advisors LLC 5.05% Reduce -1.9% 25,612 $10.8M
Oak Hill Wealth Advisors, LLC 2.57% — 25,605 $10.8M
Lederer & Associates Investment Counsel 7.52% Reduce -2.2% 25,544 $10.8M
Great Diamond Partners, LLC 2.77% Reduce -1.7% 25,425 $10.7M
Keystone Wealth Services, LLC 2.83% Add +4.1% 25,390 $10.7M
Radnor Capital Management, LLC 1.79% Reduce -15.3% 25,360 $10.7M
Settian Capital LP 7.71% No change 25,350 $10.7M
Kercheville Advisors, LLC 4.14% Add +6.2% 25,331 $10.7M
RB Capital Management, LLC 2.61% Reduce -0.1% 25,330 $10.7M
Liberty Capital Management, Inc. 2.36% Reduce -2.9% 25,266 $10.6M
Advocate Group LLC 2.01% Reduce -4.2% 25,266 $10.6M
Souders Financial Advisors 1.49% Reduce -10.4% 25,253 $10.6M
Stelac Advisory Services LLC 4.15% Reduce -0.8% 25,248 $10.6M
West Michigan Advisors, LLC 3.21% Reduce -2.1% 25,248 $10.6M
OneAscent Financial Services LLC 0.90% Add +60.0% 25,232 $10.6M
Drive Wealth Management, LLC 2.61% Add +1.8% 25,232 $10.6M
HERALD INVESTMENT MANAGEMENT Ltd 1.74% Reduce -2.9% 25,245 $10.6M
Tikehau Investment Management 12.80% Reduce -10.1% 25,231 $10.6M
Tradewinds Capital Management, LLC 2.80% Add +22.6% 25,178 $10.6M
Pacifica Partners Inc. 4.58% Reduce -1.2% 25,309 $10.6M
Richards, Merrill & Peterson, Inc. 5.53% — 25,111 $10.6M
Capital Advisors Wealth Management, LLC 1.88% Add +8.3% 25,063 $10.6M
Enhancing Capital LLC 8.41% — 25,037 $10.6M
IFC Advisors LLC 2.30% — 25,029 $10.5M
Transcendent Capital Group LLC 5.46% Add +2.4% 25,022 $10.5M
Marathon Capital Management 2.65% Add +1.1% 25,022 $10.5M
Proem Advisors LLC 4.82% — 25,000 $10.5M
Papamarkou Wellner Asset Management inc. 7.25% — 24,968 $10.5M
CORDA Investment Management, LLC. 0.84% Add +3.5% 24,967 $10.5M
Wealth High Governance Capital Ltda 3.77% New 24,962 $10.5M
Bray Capital Advisors 2.85% Reduce -17.5% 24,946 $10.5M
Summit Financial Strategies, Inc. 1.16% Reduce -1.1% 24,868 $10.5M
Westside Investment Management, Inc. 2.21% Add +0.1% 24,848 $10.5M
Bison Wealth, LLC 2.31% Reduce -45.2% 24,845 $10.5M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.27% Add +105.0% 24,844 $10.5M
Naman Capital Ltda 6.25% Reduce -32.2% 24,800 $10.5M
Whale Rock Capital Management 0.12% Reduce -93.2% 24,795 $10.5M
Bradley & Co. Private Wealth Management, LLC 6.52% — 24,791 $10.4M
Valley Brook Capital Group, Inc. 7.80% Add +1.0% 24,765 $10.4M
Hamel Associates, Inc. 3.36% Reduce -1.1% 24,749 $10.4M
Alta Advisers Ltd 6.58% Add +17.7% 24,724 $10.4M
Sterling Investment Advisors, Ltd. 2.52% Add +1.9% 24,694 $10.4M
Cornerstone Enterprises, LLC 6.25% Reduce -0.6% 24,686 $10.4M
MJP Associates Inc. 1.87% Add +9.0% 24,671 $10.4M
Franklin, Parlapiano, Turner & Welch, LLC 2.81% Reduce -0.9% 24,656 $10.4M
OMC Financial Services LTD 4.42% Add +1.9% 24,641 $10.4M
Compton Wealth Advisory Group, LLC 2.68% Add +3.6% 24,608 $10.4M
Mount Vernon Associates Inc. 8.10% Add +0.1% 24,597 $10.4M
DGS Capital Management, LLC 2.60% Add +2.9% 24,595 $10.4M
WealthPlan Investment Management, LLC 1.02% Add +0.2% 24,572 $10.4M
Debussy Capital Management LP 1.59% Add +21.3% 23,822 $10.4M
Chelsea Counsel Co. 5.34% Add +5.3% 24,550 $10.3M
Main Street Group, LTD 4.34% Add +1.1% 24,549 $10.3M
Linden Thomas Advisory Services, LLC 1.31% Add +19.1% 24,528 $10.3M
Ignite Planners, LLC 2.26% Add +1.6% 24,382 $10.3M
Oak Harvest Investment Services 1.44% Reduce -12.3% 24,473 $10.3M
HHM Wealth Advisors, LLC 1.40% Add +28.2% 24,462 $10.3M
Bremer Bank National Association 2.04% Reduce -0.4% 24,459 $10.3M
Trust Co of Kansas 4.95% Reduce -0.7% 24,458 $10.3M
Parisi Gray Wealth Management 3.28% Reduce -0.3% 24,451 $10.3M
Peregrine Asset Advisers, Inc. 3.80% Reduce -6.0% 24,438 $10.3M
GWN Securities Inc. 2.75% — 23,261 $10.3M
Pinnacle West Asset Management, Inc. 7.37% Reduce -0.3% 24,435 $10.3M
Leisure Capital Management 4.03% Add +7.6% 24,427 $10.3M
Geneva Partners, LLC 4.17% Reduce -0.5% 24,396 $10.3M
Redmond Asset Management, LLC 2.56% Add +128.7% 24,357 $10.3M
David J Yvars Group 6.26% Reduce -5.3% 24,336 $10.3M
Adirondack Trust Co. 3.92% Reduce -0.6% 24,335 $10.3M
Accurate Wealth Management, LLC 1.97% Add +5.5% 24,467 $10.3M
General Partner, Inc. 6.17% Reduce -4.0% 24,301 $10.2M
Investment Research & Advisory Group, Inc. 4.25% Reduce -2.8% 24,285 $10.2M
Orion Porfolio Solutions, LLC 0.10% Reduce -83.6% 66,625 $10.2M
Orion Portfolio Solutions, LLC 0.10% Reduce -83.6% 66,625 $10.2M
Ar Asset Management Inc. 2.34% No change 24,279 $10.2M
Tandem Capital Management Corp. 5.47% Reduce -3.2% 24,261 $10.2M
Atlas Brown,Inc. 3.49% Add +1.1% 24,212 $10.2M
CVA Family Office, LLC 1.62% Add +7.5% 24,205 $10.2M
Wisconsin Capital Management LLC 5.61% Reduce -6.2% 24,203 $10.2M
BOCHK Asset Management Ltd 3.12% Reduce -28.3% 24,200 $10.2M
First Command Advisory Services, Inc. 0.10% Add +0.2% 24,196 $10.2M
Trail Ridge Investment Advisors, LLC 4.84% Add +0.7% 24,172 $10.2M
Elgethun Capital Management 2.47% Add +0.9% 24,159 $10.2M
Berbice Capital Management LLC 8.16% — 24,150 $10.2M
Cim Investment Management Inc. 2.98% Reduce -1.1% 24,145 $10.2M
KG Capital Management 3.27% Add +15.6% 24,142 $10.2M
Silver Oak Securities, Incorporated 0.94% Add +20.8% 23,906 $10.2M
Sovran Advisors, LLC 1.44% — 24,356 $10.1M
Hurlow Wealth Management Group, Inc. 3.16% Reduce -9.4% 24,007 $10.1M
Austin Private Wealth, LLC 0.95% Add +9.2% 23,957 $10.1M
WealthShield Partners, LLC 1.43% Reduce -6.8% 23,953 $10.1M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4.00% Reduce -6.2% 23,731 $10.1M
Kentucky Retirement Systems Insurance Trust Fund 1.74% Add +22.2% 269,019 $10.1M
Key Client Fiduciary Advisors, LLC 4.50% Reduce -0.5% 23,849 $10.1M
LCNB Corp. 3.66% Add +0.1% 23,843 $10.0M
Freedom Investment Management, Inc. 0.83% Reduce -6.7% 23,832 $10.0M
Louisbourg Investments Inc. 2.64% Add +12.5% 29,712 $10.0M
Agate Pass Investment Management, LLC 4.54% Add +7.0% 23,806 $10.0M
Howard Financial Services, LTD. 1.36% Add +25.6% 23,798 $10.0M
Cerro Pacific Wealth Advisors LLC 3.32% Add +0.4% 23,302 $10.0M
Sandler Capital Management 1.64% New 23,754 $10.0M
Signal Advisors Wealth, LLC 1.13% Add +19.7% 23,651 $10.0M
Red Cedar Investment Management, LLC 1.25% Reduce -17.5% 23,625 $10.0M
Anb Bank 4.37% — 23,606 $9.9M
Alliance Wealth Advisors, LLC 2.57% Reduce -3.5% 23,604 $9.9M
Corsair Capital Management, L.P. 2.14% No change 23,566 $9.9M
First PREMIER Bank 2.53% Reduce -0.3% 23,540 $9.9M
SeaTown Holdings Pte. Ltd. 6.79% Add +4.8% 23,485 $9.9M
Sentinel Trust Co. Lba 1.14% Reduce -1.0% 23,466 $9.9M
Retirement Planning Group, LLC 0.50% Add +7.3% 23,461 $9.9M
Peoples Financial Services Corp. 4.58% Reduce -2.8% 23,441 $9.9M
D'Orazio & Associates, Inc. 1.46% Reduce -0.9% 23,419 $9.9M
Blue Edge Capital, LLC 1.55% Reduce -0.2% 23,397 $9.9M
Riverview Capital Advisers, LLC 2.98% Reduce -0.4% 23,396 $9.9M
WT Wealth Management 3.09% Add +3.5% 23,380 $9.9M
First Washington CORP 3.48% Reduce -0.3% 23,364 $9.8M
Sustainable Insight Capital Management, LLC 4.30% Add +117.1% 23,335 $9.8M
TTP Investments, Inc. 3.43% Add +10.7% 23,296 $9.8M
Heartland Bank & Trust Co 5.32% Reduce -2.1% 23,246 $9.8M
Poehling Capital Management, INC. 2.41% Reduce -0.1% 23,241 $9.8M
Lineweaver Wealth Advisors, LLC 1.81% Add +9.1% 23,178 $9.8M
Cascade Financial Partners, LLC 1.27% Add +13.5% 23,189 $9.8M
Tanager Wealth Management LLP 1.27% Add +2.2% 23,186 $9.8M
Schneider Downs Wealth Management Advisors, LP 1.84% Reduce -0.7% 23,180 $9.8M
Aldebaran Capital, LLC 9.30% Reduce -3.0% 23,175 $9.8M
Allen Capital Group, LLC 1.20% Add +7.1% 23,171 $9.8M
Moseley Investment Management Inc. 3.81% Reduce -4.0% 23,149 $9.8M
Annandale Capital, LLC 1.93% No change 23,129 $9.7M
Pekin Hardy Strauss, Inc. 1.24% Reduce -1.0% 23,128 $9.7M
Eagle Capital Management, LLC 3.93% Add +0.4% 23,097 $9.7M
Gilliland Jeter Wealth Management LLC 3.28% Reduce -0.1% 23,088 $9.7M
Chaney Capital Management, Inc. 4.60% Add +0.8% 23,061 $9.7M
Ring Mountain Capital, LLC 6.50% — 23,012 $9.7M
Pinnacle Bancorp, Inc. 3.15% Reduce -3.0% 23,008 $9.7M
Independent Solutions Wealth Management, LLC 2.12% Reduce -2.2% 23,004 $9.7M
Siren, L.L.C. 0.43% Add +4.5% 23,000 $9.7M
Centerpoint Advisors, LLC 3.39% Reduce -3.0% 22,955 $9.7M
Wealth Management Partners, LLC 4.17% Add +1.5% 22,944 $9.7M
Chesapeake Asset Management LLC 9.01% Reduce -4.3% 22,940 $9.7M
Saranac Partners Ltd 5.45% New 22,936 $9.7M
First Commonwealth Financial Corp 2.28% Reduce -3.0% 22,934 $9.7M
Delaney Dennis R 5.08% Add +0.7% 22,925 $9.7M
RFG - Bristol Wealth Advisors, LLC 3.17% — 22,917 $9.7M
AMJ Financial Wealth Management 2.68% Reduce -0.7% 22,912 $9.7M
Highline Wealth Partners LLC 3.16% Add +0.9% 22,903 $9.7M
Bey-Douglas LLC 8.30% Reduce -4.4% 22,862 $9.6M
Sylvest Advisors, LLC 5.92% — 22,853 $9.6M
Stablepoint Partners, LLC 1.76% Reduce -1.7% 22,729 $9.6M
Investment Partners, LTD. 3.94% Add +5.5% 22,708 $9.6M
HBW Advisory Services LLC 0.98% Add +3.6% 22,694 $9.6M
Asahi Life Asset Management Co., LTD. 5.83% Reduce -5.9% 22,692 $9.6M
Ceeto Capital Group, LLC 3.51% Reduce -8.1% 22,655 $9.5M
Piscataqua Savings Bank 8.20% Reduce -1.8% 22,630 $9.5M
InTrack Investment Management Inc 6.65% Reduce -0.5% 22,926 $9.5M
Thrive Wealth Management, LLC 1.71% Reduce -4.1% 22,586 $9.5M
Frisch Financial Group, Inc. 2.88% Reduce -1.2% 22,563 $9.5M
SOL Capital Management CO 1.06% Reduce -18.2% 22,551 $9.5M
Parkside Investments, LLC 1.42% Reduce -4.4% 22,500 $9.5M
McCarter Private Wealth Services LLC 6.02% Add +4.3% 22,496 $9.5M
Gold Investment Management Ltd. 3.99% Reduce -2.0% 22,458 $9.5M
Blume Capital Management, Inc. 2.12% Reduce -0.4% 22,398 $9.4M
Gunderson Capital Management LLC 4.64% Reduce -22.8% 22,388 $9.4M
Crown Wealth Group, LLC 3.83% Reduce -0.0% 22,367 $9.4M
Gsa Capital Partners LLP 0.70% Add +55.0% 22,357 $9.4M
IMS Capital Management 4.37% Add +0.4% 22,328 $9.4M
Sphera Funds Management LTD. 1.74% Reduce -33.2% 22,327 $9.4M
Kinsale Capital Group, Inc. 2.53% Add +11.4% 22,327 $9.4M
Studio Investment Management LLC 2.00% Reduce -1.4% 22,320 $9.4M
Cramer Rosenthal McGlynn LLC 0.53% Add +23.2% 22,317 $9.4M
Tyler-Stone Wealth Management 1.67% Add +3.6% 22,257 $9.4M
Curbstone Financial Management Corp 1.99% Add +2.1% 22,256 $9.4M
Voya Financial Advisors, Inc. 1.02% Add +1.9% 22,062 $9.4M
SYM FINANCIAL Corp 1.21% Add +172.8% 22,215 $9.4M
Ami Investment Management Inc. 3.04% Add +4.8% 22,206 $9.4M
Peregrine Investment Management Inc. 5.42% — 22,187 $9.4M
Mendel Money Management 4.17% Reduce -2.5% 22,167 $9.3M
Notis-McConarty Edward 4.52% Reduce -4.1% 22,166 $9.3M
Octavia Wealth Advisors, LLC 1.13% Reduce -1.6% 22,162 $9.3M
Prospector Partners LLC 1.07% Add +0.3% 22,142 $9.3M
Forefront Wealth Management Inc. 8.59% — 22,128 $9.3M
Westbourne Investments, Inc. 5.50% — 22,122 $9.3M
Regatta Capital Group, LLC 1.81% Reduce -1.5% 22,112 $9.3M
Clearline Capital LP 1.23% Add +52.2% 22,065 $9.3M
Cable Hill Partners, LLC 0.94% Reduce -1.1% 22,048 $9.3M
Globeflex Capital L P 0.79% No change 22,042 $9.3M
Inspire Trust Co, N.A. 2.37% Add +4.1% 22,016 $9.3M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.52% New 22,000 $9.3M
Forte Capital LLC 1.04% Reduce -1.2% 21,994 $9.3M
BTG Pactual Asset Management US LLC 1.20% Reduce -11.2% 21,986 $9.3M
Summit X, LLC 2.04% Add +4.1% 21,837 $9.2M
Pursue Wealth Partners LLC 5.26% Reduce -40.9% 21,821 $9.2M
Resurgent Financial Advisors LLC 5.44% Reduce -2.8% 21,820 $9.2M
Golden State Wealth Management, LLC 1.38% — 21,806 $9.2M
High Note Wealth, LLC 2.39% Add +0.1% 21,806 $9.2M
Lakeshore Financial Planning, Inc. 3.91% Add +0.2% 21,721 $9.2M
West Family Investments, Inc. 3.19% Reduce -3.8% 21,711 $9.2M
Parkwood LLC 1.13% Reduce -64.2% 21,694 $9.1M
O'Brien Greene & Co. Inc 2.97% Add +0.8% 21,692 $9.1M
Fusion Capital, LLC 3.68% Add +3.5% 21,671 $9.1M
Godshalk Welsh Capital Management, Inc. 5.89% Reduce -3.4% 21,647 $9.1M
Abacus Planning Group, Inc. 1.61% Add +1.2% 21,646 $9.1M
Gries Financial LLC 1.62% Add +3.0% 21,631 $9.1M
Commonwealth Financial Services, LLC 1.79% Add +7.3% 21,625 $9.1M
Barbara Oil Co. 3.78% Add +8.1% 21,620 $9.1M
Aventura Private Wealth, LLC 4.90% — 21,605 $9.1M
Pensionfund Sabic 2.39% Reduce -33.8% 21,590 $9.1M
Bernard Wealth Management Corp. 4.28% — 21,576 $9.1M
Solstein Capital, LLC 5.09% Reduce -0.0% 21,576 $9.1M
Unison Asset Management LLC 4.46% Add +2.3% 21,563 $9.1M
FSM Wealth Advisors, LLC 2.22% Add +8.5% 21,406 $9.1M
SFE Investment Counsel 1.93% Add +4.3% 21,559 $9.1M
Flynn Zito Capital Management, LLC 4.22% Reduce -0.4% 21,521 $9.1M
Harber Asset Management LLC 2.75% New 21,500 $9.1M
Hillman Capital Management, Inc. 3.36% Reduce -9.2% 21,487 $9.1M
Tempus Wealth Planning, LLC 2.75% Add +0.7% 21,378 $9.0M
Atlanta Consulting Group Advisors, LLC 3.32% Reduce -20.4% 21,354 $9.0M
Annis Gardner Whiting Capital Advisors, LLC 2.52% Reduce -14.5% 21,316 $9.0M
Maxwell Wealth Strategies Inc. 3.67% Reduce -2.5% 21,300 $9.0M
Byrne Asset Management LLC 7.32% Add +0.2% 21,287 $9.0M
Windle Wealth, LLC 4.96% Add +4.5% 21,256 $9.0M
PGIM Custom Harvest LLC 0.17% Add +7.6% 21,248 $9.0M
First Pacific Financial 2.08% Add +3.3% 21,182 $8.9M
IMA Advisory Services, Inc. 1.07% Add +0.6% 21,178 $8.9M
First Community Trust NA 6.38% Add +0.7% 21,175 $8.9M
RPg Family Wealth Advisory, LLC 3.16% Add +4.7% 21,171 $8.9M
Providence Wealth Advisors, LLC 6.75% Reduce -4.6% 20,907 $8.9M
Aft, Forsyth & Sober, LLC 2.89% No change 21,150 $8.9M
Abundance Wealth Counselors 1.94% Add +2.5% 21,136 $8.9M
Adero Partners, LLC 0.57% Add +5.5% 21,125 $8.9M
Horizon Investment Services, LLC 3.78% Reduce -3.5% 21,089 $8.9M
EagleClaw Capital Managment, LLC 1.41% Add +10.1% 21,079 $8.9M
Bangor Savings Bank 0.83% Add +8.6% 21,077 $8.9M
Alta Park Capital, LP 1.16% Reduce -50.8% 21,075 $8.9M
Alexander Labrunerie & Co., Inc. 3.97% Reduce -0.8% 21,074 $8.9M
Mandatum Life Insurance Co Ltd 2.63% Add +0.4% 21,037 $8.9M
Cottage Street Advisors LLC 4.62% Add +0.0% 21,032 $8.9M
Dynasty Wealth Management, LLC 0.15% Add +5.3% 21,022 $8.9M
Schwerin Boyle Capital Management Inc. 0.91% Reduce -2.2% 20,970 $8.8M
Fieldview Capital Management, LLC 1.36% — 20,933 $8.8M
JFS Wealth Advisors, LLC 0.60% Add +2.0% 20,926 $8.8M
Townsend Asset Management Corp. /NC/ 3.22% Add +0.6% 20,919 $8.8M
Jacobson & Schmitt Advisors, LLC 1.70% Add +2033.8% 20,911 $8.8M
Kolinsky Wealth Management, LLC 5.38% Add +2.7% 20,909 $8.8M
Royal Capital Wealth Management, LLC 6.18% Reduce -0.4% 20,908 $8.8M
Sittner & Nelson, LLC 3.81% Reduce -0.7% 20,859 $8.8M
Integrity Alliance, Llc. 0.95% — 20,829 $8.8M
Virtue Capital Management, LLC 1.77% Reduce -7.4% 20,815 $8.8M
Wealth Management Associates, Inc. 3.75% Add +0.0% 20,800 $8.8M
Wealth Advisors of Tampa Bay, LLC 3.75% Reduce -0.4% 20,784 $8.8M
Family Legacy, Inc. 2.96% Add +0.9% 20,612 $8.8M
CacheTech Inc. 1.64% Add +25.7% 20,756 $8.7M
Teza Capital Management LLC 1.32% Add +62.6% 20,751 $8.7M
Probity Advisors, Inc. 1.68% Add +2.9% 20,743 $8.7M
LCM Capital Management Inc 4.93% Add +1.0% 20,725 $8.7M
DORCHESTER WEALTH MANAGEMENT Co 1.74% Add +36.0% 20,723 $8.7M
Navellier & Associates Inc. 1.05% Reduce -35.5% 20,706 $8.7M
TBH Global Asset Management, LLC 2.06% Reduce -1.5% 20,678 $8.7M
All Terrain Financial Advisors, LLC 3.39% Add +0.8% 20,669 $8.7M
Leelyn Smith, LLC 1.55% Add +1.4% 20,654 $8.7M
Private Portfolio Partners LLC 1.60% Add +1.5% 20,652 $8.7M
Sivia Capital Partners, LLC 4.32% Add +2.4% 20,636 $8.7M
Essex Investment Management Co. LLC 1.56% Reduce -2.4% 20,626 $8.7M
Nordwand Advisors, LLC 3.58% No change 20,588 $8.7M
WealthPLAN Partners, LLC 1.23% Add +3.7% 20,556 $8.7M
Drucker Wealth 3.0, LLC 2.00% Add +0.9% 20,550 $8.7M
Security National Bank of So Dak 4.83% Add +1.4% 20,548 $8.7M
SGL Investment Advisors, Inc. 4.43% Add +2.5% 21,150 $8.7M
Mattson Financial Services, LLC 2.75% Add +2.4% 20,088 $8.6M
North Growth Management Ltd. 1.64% Reduce -12.5% 21,000 $8.6M
Allegheny Financial Group 2.22% Reduce -4.5% 20,485 $8.6M
Nikulski Financial, Inc. 2.54% Reduce -0.4% 20,469 $8.6M
GSG Advisors LLC 2.71% Add +0.7% 20,431 $8.6M
StrongBox Wealth, LLC 3.65% Reduce -10.9% 20,428 $8.6M
RBA Wealth Management, LLC 3.28% Reduce -0.4% 20,420 $8.6M
Pennant Select, LLC 6.59% Reduce -18.4% 20,400 $8.6M
EPG Wealth Management LLC 2.27% Reduce -2.3% 20,398 $8.6M
First Dallas Securities Inc. 3.50% Add +0.1% 20,396 $8.6M
Castellan Group 3.72% Reduce -3.7% 20,364 $8.6M
Alaethes Wealth, LLC 3.07% Add +0.6% 20,354 $8.6M
Montchanin Asset Management, LLC 8.40% Reduce -7.9% 20,354 $8.6M
Hudson Canyon Capital Management 5.59% No change 20,345 $8.6M
Trivant Custom Portfolio Group, LLC 5.01% Add +0.0% 20,344 $8.6M
Fruth Investment Management 2.36% Reduce -1.3% 20,335 $8.6M
BSW Wealth Partners 1.26% Add +11.6% 20,333 $8.6M
Kwmg, LLC 0.88% Reduce -0.2% 20,328 $8.6M
Capital Insight Partners, LLC 1.48% Add +4.5% 20,320 $8.6M
Trust Investment Advisors 5.46% Reduce -2.5% 20,305 $8.6M
Compass Capital Corp. /Ma/ 3.33% — 19,834 $8.5M
Central Valley Advisors, LLC 3.87% Add +1.6% 20,200 $8.5M
Bender Robert & Associates 2.06% Add +1.8% 20,199 $8.5M
Hengehold Capital Management LLC 0.80% Add +0.7% 20,185 $8.5M
Wealth Group, Ltd. 5.50% Add +1.0% 20,171 $8.5M
Prossimo Advisors, LLC 6.14% Reduce -1.4% 20,142 $8.5M
Intellectus Partners, LLC 1.88% Add +11.8% 20,117 $8.5M
Charles Schwab Trust Co 0.73% Add +7.5% 20,087 $8.5M
Amitell Capital Pte Ltd 7.66% Add +21.0% 20,077 $8.5M
Warther Private Wealth, LLC 2.87% Reduce -28.0% 20,065 $8.5M
CYBER HORNET ETFs LLC 8.11% Add +3.0% 20,065 $8.5M
SignalPoint Asset Management, LLC 2.06% Reduce -72.0% 20,037 $8.4M
Point72 Hong Kong Ltd 0.53% New 20,012 $8.4M
Congress Park Capital LLC 3.06% Reduce -1.4% 20,008 $8.4M
MYDA Advisors LLC 2.41% Reduce -16.7% 20,000 $8.4M
Perseverance Asset Management International 1.14% No change 20,000 $8.4M
Cumberland Advisors Inc. 3.36% Add +4.4% 19,985 $8.4M
Aristides Capital LLC 2.63% Add +12.1% 19,970 $8.4M
FLC Capital Advisors 1.94% Reduce -4.3% 19,969 $8.4M
United Bank 3.55% Add +8.6% 19,963 $8.4M
Phoenix Wealth Advisors 3.65% Reduce -6.2% 19,950 $8.4M
Cherokee Insurance Co 3.81% — 19,925 $8.4M
Alcosta Capital Management, Inc. 4.89% Add +0.3% 19,911 $8.4M
Bcwm, LLC 2.99% — 19,888 $8.4M
Wealth Alliance Advisory Group, LLC 1.77% Add +1.6% 19,869 $8.4M
Beacon Financial Group 0.90% Reduce -1.6% 19,867 $8.4M
Wolverine Asset Management LLC 0.63% Add +68.6% 19,862 $8.4M
Fairhaven Wealth Management, LLC 2.62% Reduce -0.1% 19,849 $8.4M
Burford Brothers, Inc. 4.10% Add +0.2% 19,837 $8.4M
Bouvel Investment Partners, LLC 3.01% Add +1.7% 19,803 $8.3M
McBroom & Associates, LLC 4.72% Add +3.7% 19,790 $8.3M
Orleans Capital Management Corp. 4.66% Reduce -1.0% 20,260 $8.3M
Northstar Advisory Group, LLC 4.24% Reduce -30.0% 19,765 $8.3M
JPL Wealth Management, LLC 2.38% — 19,748 $8.3M
BIT Capital GmbH 0.73% Add +823.3% 19,731 $8.3M
Alkeme Wealth, LLC 3.80% Reduce -0.2% 19,712 $8.3M
Keudell/Morrison Wealth Management 2.17% Add +1.2% 19,711 $8.3M
Elevated Capital Advisors, LLC 2.26% Add +23.8% 19,710 $8.3M
Bluespring Wealth Management, LLC 0.85% Reduce -5.0% 19,710 $8.3M
Arkfeld Wealth Strategies, L.L.C. 3.81% Add +0.5% 19,911 $8.3M
Wilkins Investment Counsel Inc. 1.20% Reduce -5.5% 19,702 $8.3M
Sheets Smith Wealth Management 1.01% Reduce -0.3% 19,684 $8.3M
DeDora Capital, Inc. 2.27% Reduce -0.1% 19,657 $8.3M
Acropolis Investment Management, LLC 0.49% Add +5.7% 19,610 $8.3M
Cornell Pochily Investment Advisors, Inc. 2.89% Reduce -1.6% 19,607 $8.3M
Monograph Wealth Advisors, LLC 1.09% Reduce -23.3% 19,554 $8.2M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 1.00% Reduce -0.7% 19,540 $8.2M
Brooks, Moore & Associates, Inc. 4.87% Reduce -0.6% 19,536 $8.2M
Prosperity Financial Group, Inc. 4.13% Add +1.3% 19,533 $8.2M
Promethos Capital, LLC 2.91% Add +3.5% 19,530 $8.2M
Sculati Wealth Management, LLC 3.26% Reduce -2.2% 19,499 $8.2M
Spirit of America Management Corp. 1.66% No change 19,499 $8.2M
Elwood Capital Partners LP 11.60% — 19,488 $8.2M
Cromwell Holdings LLC 4.74% Add +0.1% 19,482 $8.2M
Myriad Asset Management US LP 5.50% — 19,477 $8.2M
Boxwood Ventures, Inc. 10.99% No change 19,474 $8.2M
Transamerica Financial Advisors, LLC 0.81% Add +19.5% 19,435 $8.2M
Trust Co of the South 1.67% Add +27.2% 19,411 $8.2M
Aurora Investment Managers, LLC. 5.13% Reduce -1.9% 19,381 $8.2M
My Legacy Advisors, LLC 3.17% Add +2.0% 19,159 $8.2M
Bluesphere Advisors LLC 4.00% Reduce -1.6% 19,369 $8.2M
Pines Wealth Management, LLC 3.55% — 19,468 $8.2M
Highview Capital Management LLC 3.13% Add +3.4% 19,350 $8.2M
1776 Wealth LLC 3.74% Add +1.7% 19,311 $8.1M
Marino, Stram & Associates LLC 1.80% Add +0.6% 19,297 $8.1M
Martin & Co. Inc. 2.01% Reduce -6.2% 19,292 $8.1M
Aft, Forsyth & Company, Inc. 3.99% Reduce -2.4% 19,291 $8.1M
Prosperity Wealth Management, Inc. 3.35% Reduce -5.7% 19,287 $8.1M
Contravisory Investment Management, Inc. 1.73% Reduce -0.5% 19,238 $8.1M
Fairfield Financial Advisors, LTD 2.86% Reduce -1.4% 19,231 $8.1M
Kentucky Trust Co 4.77% — 19,224 $8.1M
Lindenwold Advisors, INC 4.33% Reduce -1.4% 19,224 $8.1M
Spreng Capital Management, Inc. 3.61% Reduce -1.0% 19,196 $8.1M
Grafton Street Partners Fund, LP 5.88% No change 19,194 $8.1M
Alteri Wealth LLC 2.23% — 19,087 $8.0M
ORG Partners LLC 1.11% Add +55.7% 19,064 $8.0M
626 Financial, LLC 4.33% Add +2.1% 19,063 $8.0M
Interchange Capital Partners, LLC 2.91% Reduce -4.6% 19,034 $8.0M
Beta Wealth Group, Inc. 3.55% Add +2.0% 19,039 $8.0M
Palmer Knight Co 3.59% Add +0.1% 19,032 $8.0M
Everpar Advisors LLC 4.04% Add +0.0% 19,012 $8.0M
ExodusPoint Capital Management, LP 0.08% Reduce -98.1% 18,996 $8.0M
NWK Group, Inc. 3.09% Reduce -0.2% 18,981 $8.0M
Riggs Asset Managment Co. Inc. 2.14% Add +2.0% 18,828 $8.0M
Peoples Bank 5.53% Reduce -0.0% 18,964 $8.0M
Insight Advisors, LLC/ PA 1.37% Reduce -2.5% 18,804 $8.0M
Wealth Effects LLC 2.83% Reduce -3.6% 18,930 $8.0M
Prelude Capital Management, LLC 0.67% Reduce -24.5% 18,926 $8.0M
Liberty Wealth Management LLC 1.33% Add +1.6% 18,922 $8.0M
Pettee Investors, Inc. 4.05% No change 18,914 $8.0M
Byrne Financial Freedom, LLC 3.55% — 18,911 $8.0M
Signet Investment Advisory Group, Inc. 4.06% Reduce -12.0% 18,871 $8.0M
NWF Advisory Services Inc. 1.17% Add +5.4% 18,870 $8.0M
Carl P. Sherr & Co., LLC 4.18% Add +0.1% 18,863 $8.0M
Bennett Selby Investments LP 3.15% Add +0.6% 18,861 $7.9M
Adams Wealth Management 1.52% Add +14.1% 18,834 $7.9M
Encompass Wealth Advisors, LLC 3.21% Reduce -19.1% 18,833 $7.9M
Citizens Business Bank 1.89% Reduce -25.0% 18,822 $7.9M
Lifeworks Advisors, LLC 1.43% Add +9.5% 18,820 $7.9M
Ames National Corp. 5.34% — 18,813 $7.9M
Aprio Wealth Management, LLC 1.16% Add +14.9% 18,807 $7.9M
Mraz, Amerine & Associates, Inc. 1.41% Reduce -0.7% 18,795 $7.9M
Stableford Capital II LLC 3.13% Reduce -4.2% 18,790 $7.9M
Atwater Malick LLC 2.65% Add +1.1% 18,765 $7.9M
Triasima Portfolio Management inc. 1.53% Add +0.8% 18,763 $7.9M
Bridgewealth Advisory Group, LLC 2.23% Add +101.6% 19,211 $7.9M
Synergy Financial Group, LTD 6.57% Reduce -15.0% 18,705 $7.9M
MTM Investment Management, LLC 3.03% Reduce -1.7% 18,700 $7.9M
Breakwater Capital Group 1.57% Reduce -0.7% 18,698 $7.9M
Wormser Freres Gestion 4.67% Add +82.5% 18,412 $7.9M
Garrison Bradford & Associates Inc. 8.23% Add +4.4% 18,649 $7.9M
Mosaic Financial Group, LLC 5.64% Reduce -1.1% 18,642 $7.9M
Coppell Advisory Solutions LLC 1.10% Add +5.7% 18,489 $7.9M
Cambridge Financial Group, Inc. 3.24% — 18,582 $7.8M
Sfm, LLC 5.52% Add +0.7% 18,575 $7.8M
First Business Financial Services, Inc. 0.77% Add +1.2% 18,548 $7.8M
Ashford Capital Management Inc. 0.92% Reduce -5.6% 18,510 $7.8M
Fairvoy Private Wealth, LLC 2.07% — 18,501 $7.8M
B & T Capital Management DBA Alpha Capital Management 1.43% Reduce -0.3% 18,498 $7.8M
Bison Wealth, LLC 0.95% — 18,487 $7.8M
Berry Wealth Group, LP 5.61% Reduce -2.0% 18,449 $7.8M
Old Mission Investment Co LLC 2.32% Add +3.4% 18,429 $7.8M
Walkner Condon Financial Advisors LLC 1.58% Reduce -0.9% 18,426 $7.8M
Prosperitas Financial LLC 3.93% Add +35.1% 18,422 $7.8M
Madison Wealth Partners, Inc 2.17% Reduce -0.8% 18,384 $7.7M
Vectors Research Management, LLC 2.64% Reduce -2.1% 18,384 $7.7M
Hager Investment Management Services, LLC 4.83% — 18,355 $7.7M
Northcape Wealth Management, LLC 2.50% Reduce -1.1% 18,347 $7.7M
Darden Wealth Group Inc 5.24% Reduce -0.7% 18,343 $7.7M
MBL Wealth, LLC 0.78% Reduce -3.7% 18,333 $7.7M
Raelipskie Partnership 3.83% Reduce -7.8% 18,302 $7.7M
Sound Income Strategies, LLC 0.48% Add +8.2% 18,296 $7.7M
Prairie Sky Financial Group LLC 4.73% Add +18.0% 18,287 $7.7M
Maia Wealth LLC 1.66% Add +11.3% 17,702 $7.7M
Paloma Partners Management Co 0.71% Reduce -32.1% 18,200 $7.7M
Noesis Capital Mangement Corp. 1.46% Add +13.6% 18,198 $7.7M
Beaton Management Co. Inc. 3.87% Reduce -0.8% 18,189 $7.7M
Guinness Atkinson Asset Management Inc 3.90% Reduce -3.0% 18,137 $7.6M
Advisors Management Group Inc. 1.81% Add +0.0% 18,133 $7.6M
First Financial Corp. 3.56% Add +2.7% 18,126 $7.6M
Harbert Fund Advisors, LLC 6.64% Add +54.3% 18,125 $7.6M
Helios Capital Management Pte. Ltd. 4.46% No change 18,125 $7.6M
Diversified Enterprises, LLC 0.73% Add +13.2% 18,121 $7.6M
Evermay Wealth Management LLC 1.16% Reduce -3.2% 18,115 $7.6M
Bank of Marin 6.05% Add +3.0% 18,109 $7.6M
Carlson Capital Management 0.33% Reduce -7.7% 18,097 $7.6M
Clarus Group, Inc. 2.70% Reduce -9.3% 18,033 $7.6M
Creegan & Nassoura Financial Group, LLC 5.10% Reduce -0.1% 18,003 $7.6M
Kingdon Capital Management, L.L.C. 1.30% No change 18,000 $7.6M
Atlas Private Wealth Advisors 1.07% Add +1.3% 17,983 $7.6M
Ahl Investment Management, Inc. 5.30% Reduce -1.6% 17,979 $7.6M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 4.39% Add +12.2% 17,970 $7.6M
Lynch Asset Management, Inc. 3.06% Add +0.6% 17,950 $7.6M
Davis-Rea LTD. 3.82% Reduce -36.5% 17,911 $7.5M
Owen LaRue, LLC 3.94% Add +20.2% 17,909 $7.5M
McAdam, LLC 0.41% Add +10.0% 17,898 $7.5M
Magnolia Capital Advisors LLC 1.95% Add +126.3% 17,897 $7.5M
Finward Bancorp 6.54% — 17,890 $7.5M
WealthBridge Investment Counsel Inc. 2.76% Reduce -0.6% 17,853 $7.5M
American Trust Investment Advisors, LLC 3.08% Add +1.4% 17,837 $7.5M
Trek Financial, LLC 0.56% Reduce -13.8% 17,837 $7.5M
Blue Zone Wealth Advisors, LLC 2.17% Add +0.3% 17,830 $7.5M
Tower View Wealth Management LLC 3.97% Add +0.8% 17,827 $7.5M
Aspen Investment Management Inc 3.49% Reduce -0.4% 17,827 $7.5M
Emerald Advisers, LLC 0.29% Reduce -2.1% 17,820 $7.5M
Northwest Bank & Trust Co 5.54% Reduce -1.3% 17,730 $7.5M
Freemont Management S.A. 3.68% No change 17,800 $7.5M
Scissortail Wealth Management, LLC 1.92% Add +4048.5% 17,797 $7.5M
BOK Financial Private Wealth, Inc. 0.54% Reduce -15.0% 17,775 $7.5M
Chung Wu Investment Group, LLC 7.54% — 17,762 $7.5M
Chemistry Wealth Management LLC 1.75% Add +7.6% 17,750 $7.5M
Ranch Capital Advisors Inc. 3.53% Add +0.1% 17,743 $7.5M
Patrick Mauro Investment Advisor, INC. 4.27% Add +12.1% 17,733 $7.5M
Corundum Group, Inc. 2.79% Add +2.6% 17,727 $7.5M
Atlas Legacy Advisors, LLC 1.81% — 17,726 $7.5M
FengHe Fund Management Pte. Ltd. 2.20% Add +52.6% 17,700 $7.5M
Capital Advisors, Ltd. LLC 0.94% Add +0.9% 17,681 $7.5M
Trinity Legacy Partners, LLC 1.92% Add +2.4% 17,669 $7.4M
Marshall Investment Management, LLC 4.39% — 17,305 $7.4M
Greenline Partners, LLC 1.04% Add +28.0% 17,622 $7.4M
Baker Tilly Wealth Management, LLC 2.91% Add +1.8% 17,620 $7.4M
Wharton Business Group, LLC 0.34% Reduce -3.0% 17,616 $7.4M
IPG Investment Advisors LLC 1.69% Reduce -24.2% 17,603 $7.4M
Tiptree Advisors, LLC 7.69% — 17,600 $7.4M
Corecam Pte. Ltd. 4.02% Add +12.2% 17,600 $7.4M
Kerrisdale Advisers, LLC 2.51% Add +9.2% 17,599 $7.4M
Beaumont Asset Management, L.L.C. 4.29% Reduce -1.3% 17,588 $7.4M
Peninsula Asset Management Inc. 3.94% Reduce -1.2% 17,574 $7.4M
McGowan Group Asset Management, Inc. 1.01% Add +2.4% 17,567 $7.4M
Grey Ledge Advisors, LLC 1.91% Add +0.5% 17,565 $7.4M
Clarity Capital Partners LLC 3.84% Reduce -8.9% 17,562 $7.4M
Virtus Wealth Solutions LLC 1.74% — 17,538 $7.4M
CWS Financial Advisors, LLC 2.39% Add +3.0% 17,527 $7.4M
Wealth Dimensions Group, Ltd. 1.81% Add +4.0% 17,520 $7.4M
Thematics Asset Management 0.32% Reduce -3.9% 17,517 $7.4M
Bull Street Advisors, LLC 3.55% No change 17,477 $7.4M
Granite Bay Wealth Management, LLC 2.72% New 17,437 $7.3M
Strategic Financial Services, Inc. 0.44% Add +7.8% 17,426 $7.3M
Slow Capital, Inc. 1.04% Reduce -11.3% 17,403 $7.3M
Duncan Williams Asset Management, LLC 2.89% Add +3.6% 17,385 $7.3M
Houlihan Financial Resource Group, Ltd. 3.12% Add +0.0% 17,364 $7.3M
Coastal Bridge Advisors, LLC 1.84% Add +0.8% 17,333 $7.3M
Cape Ann Savings Bank 4.30% Reduce -3.3% 17,325 $7.3M
First United Bank & Trust 2.65% Reduce -0.7% 17,316 $7.3M
Socorro Asset Management LP 2.99% No change 17,305 $7.3M
Florida Financial Advisors, LLC 3.26% Reduce -26.8% 17,297 $7.3M
Shayne & Jacobs, LLC 1.91% Add +0.6% 17,263 $7.3M
Bank of Stockton 2.21% Reduce -1.6% 17,261 $7.3M
First Financial Group Corp 8.03% — 17,236 $7.3M
Laidlaw Wealth Management LLC 3.16% Add +1.0% 17,222 $7.3M
Northwest Financial Advisors 5.99% Reduce -1.4% 17,212 $7.3M
WD Rutherford LLC 3.44% Reduce -1.6% 17,200 $7.2M
NCM Capital Management, LLC 3.26% Add +0.8% 17,190 $7.2M
Evolutionary Tree Capital Management, LLC 7.37% Reduce -17.3% 17,181 $7.2M
Palumbo Wealth Management LLC 2.70% Add +5.5% 17,171 $7.2M
Legacy CG, LLC 2.22% Add +11.4% 17,170 $7.2M
US Asset Management LLC 6.49% Reduce -3.2% 17,166 $7.2M
Addison Capital Co 2.88% Add +0.4% 17,148 $7.2M
Intrua Financial, LLC 1.17% Reduce -5.3% 17,139 $7.2M
Ewa, LLC 2.71% Reduce -2.6% 17,121 $7.2M
Schrum Private Wealth Management LLC 6.11% Reduce -41.6% 17,116 $7.2M
Channing Global Advisors, LLC 4.80% Add +43.4% 17,094 $7.2M
ROI Financial Advisors, LLC 4.91% Add +0.8% 17,091 $7.2M
Centric Wealth Management 1.95% Add +5.8% 17,090 $7.2M
Banco de Sabadell, S.A 5.65% Add +6.8% 17,097 $7.2M
Drystone LLC 7.19% — 17,079 $7.2M
Park Place Capital Corp 2.01% Add +2.8% 17,060 $7.2M
Lee Financial Co 1.01% Reduce -0.2% 17,059 $7.2M
Matisse Capital 3.65% Reduce -3.8% 17,049 $7.2M
First County Bank 4.02% Reduce -20.1% 17,048 $7.2M
Brown Capital Management LLC 0.17% Reduce -6.4% 17,016 $7.2M
Telligent Fund, LP 6.82% — 17,000 $7.2M
Emprise Bank 4.05% Reduce -5.6% 16,999 $7.2M
Vanderbilt University 1.40% Reduce -9.8% 16,952 $7.1M
Norway Savings Bank 3.96% Add +2.0% 16,950 $7.1M
Jackson, Grant Investment Advisers, Inc. 2.74% Reduce -1.8% 16,909 $7.1M
GFG Capital, LLC 1.96% Add +0.4% 16,884 $7.1M
Ramirez Asset Management, Inc. 1.44% No change 16,878 $7.1M
Summit Asset Management, LLC 1.25% Add +0.6% 16,866 $7.1M
Wealth Architects, LLC 0.80% Add +5.3% 16,860 $7.1M
Quantbot Technologies LP 0.26% Reduce -25.5% 16,856 $7.1M
Gibbs Wealth Management 1.93% Add +23.5% 16,847 $7.1M
Autumn Glory Partners, LLC 3.47% Reduce -15.0% 16,789 $7.1M
Bell & Brown Wealth Advisors, LLC 2.63% Add +1.8% 16,758 $7.1M
Peloton Wealth Strategists 2.91% Reduce -1.1% 16,757 $7.1M
Sitrin Capital Management LLC 3.56% Reduce -2.4% 16,752 $7.1M
Potentia Wealth 3.14% — 16,746 $7.1M
Palogic Value Management, L.P. 2.88% No change 16,740 $7.1M
Dohj, LLC 1.63% Add +6.5% 16,687 $7.0M
SC&H Financial Advisors, Inc. 1.45% Add +9.9% 16,673 $7.0M
James J. Burns & Company, LLC 1.22% Add +49.1% 16,663 $7.0M
Mechanics Financial Corp 3.15% Reduce -9.0% 16,654 $7.0M
Addison Advisors LLC 1.95% Reduce -0.8% 16,637 $7.0M
Canton Hathaway, LLC 1.75% Reduce -0.1% 16,636 $7.0M
Bank & Trust Co 5.90% Reduce -3.1% 16,628 $7.0M
RiverPark Advisors, LLC 5.60% Reduce -1.0% 16,533 $7.0M
Modus Advisors, LLC 2.19% Reduce -0.8% 16,606 $7.0M
Optimum Investment Advisors 3.09% Reduce -1.3% 16,585 $7.0M
Ridgecrest Wealth Partners, LLC 3.78% Add +1.6% 16,542 $7.0M
Hazlett, Burt & Watson, Inc. 3.08% Add +3.0% 16,511 $7.0M
Eley Financial Management, Inc 2.71% Add +0.7% 16,506 $7.0M
Dillon & Associates Inc. 0.96% Add +3.2% 16,476 $7.0M
Aviso Wealth Management 3.54% Add +6.1% 16,472 $6.9M
Union Savings Bank 3.41% Reduce -3.6% 16,471 $6.9M
New Century Financial Group, LLC 2.95% Reduce -0.7% 16,382 $6.9M
Centurion Wealth Management LLC 2.17% Reduce -2.6% 16,433 $6.9M
C2C Wealth Management, LLC 6.42% Add +1.5% 16,431 $6.9M
Fairbanks Capital Management, Inc. 4.31% Add +25.7% 16,402 $6.9M
Steamboat Capital Partners, LLC 2.14% Reduce -2.0% 16,396 $6.9M
Summit Place Financial Advisors, LLC 3.93% Reduce -0.5% 16,391 $6.9M
Ayalon Insurance Comp Ltd. 2.13% No change 16,390 $6.9M
KLCM Advisors, Inc. 0.80% Reduce -16.8% 16,362 $6.9M
White Knight Strategic Wealth Advisors, LLC 2.88% Add +100.4% 16,362 $6.9M
Freedom Day Solutions, LLC 2.06% Reduce -12.9% 16,351 $6.9M
Physician Wealth Advisors, Inc. 1.16% Add +2.9% 16,347 $6.9M
NewSquare Capital LLC 0.55% Add +10.8% 16,294 $6.9M
Cox Capital Mgt LLC 4.41% Reduce -0.6% 16,283 $6.9M
Sphera Management Technology Funds Ltd 5.44% — 16,280 $6.9M
Waterfront Wealth Inc. 1.67% Add +3.6% 16,278 $6.9M
LexAurum Advisors, LLC 1.37% Add +8.5% 16,275 $6.9M
Concentrum Wealth Management 2.41% Add +3.9% 16,273 $6.9M
Seven Mile Advisory 4.37% Add +9.7% 16,258 $6.9M
Clearwater Capital Advisors, LLC 0.67% Reduce -9.9% 16,257 $6.9M
Boltwood Capital Management 2.09% Reduce -2.0% 16,254 $6.9M
Harbor Advisory Corp. 2.25% Add +3.5% 16,240 $6.8M
Sierra Capital LLC 0.81% Add +3.6% 16,234 $6.8M
Optimist Retirement Group LLC 3.24% Add +0.1% 16,233 $6.8M
waypoint wealth counsel 4.47% Add +2.1% 16,232 $6.8M
S.A. Mason LLC 3.59% Add +0.1% 16,218 $6.8M
1858 Wealth Management, LLC 5.41% Add +1.1% 16,210 $6.8M
Aperture Investors, LLC 0.88% No change 16,190 $6.8M
Stolper Co 2.27% Reduce -0.7% 16,187 $6.8M
Amarillo National Bank 1.25% Reduce -0.7% 16,179 $6.8M
Gray Wealth Management Inc. 2.59% Add +0.9% 16,179 $6.8M
Waddell & Associates, LLC 0.69% Add +10.3% 16,171 $6.8M
Game Plan Financial Advisors, LLC 3.61% Add +6.4% 16,110 $6.8M
MSH Capital Advisors LLC 2.14% Add +0.6% 16,146 $6.8M
Orrstown Financial Services Inc. 1.83% Reduce -5.7% 16,139 $6.8M
Pflug Koory, LLC 0.46% Add +0.3% 16,133 $6.8M
Marest Capital, LLC 5.49% Add +0.3% 16,124 $6.8M
Gratus Wealth Advisors, LLC 1.09% Reduce -3.7% 16,111 $6.8M
Morgens Waterfall Vintiadis & Co. Inc. 5.18% No change 16,100 $6.8M
Lazari Capital Management, Inc. 2.70% Add +1.8% 16,078 $6.8M
Sugarloaf Wealth Management, LLC 1.28% Add +1.1% 16,046 $6.8M
Millstone Evans Group, LLC 4.61% — 16,044 $6.8M
HBC Financial Services, PLLC 4.14% Add +0.0% 16,041 $6.8M
Financial Management Network Inc. 1.40% Reduce -4.4% 15,962 $6.8M
Root Financial Partners, LLC 0.84% Add +27.2% 16,009 $6.7M
Acorn Wealth Advisors, LLC 2.79% Add +0.1% 16,006 $6.7M
Cohen Investment Advisors LLC 4.07% Add +0.1% 16,005 $6.7M
Monetta Financial Services Inc. 5.42% Reduce -5.9% 16,000 $6.7M
Widmann Financial Services, Inc. 5.22% Reduce -0.2% 15,991 $6.7M
Sierra Legacy Group 6.20% — 15,985 $6.7M
Kingstone Capital Partners Texas, LLC 5.47% — 15,976 $6.7M
Bullseye Investment Management, LLC 4.68% Add +78.9% 16,062 $6.7M
St. Johns Investment Management Company, LLC 3.12% Add +3.6% 15,919 $6.7M
Audent Global Asset Management, LLC 4.37% Add +162.2% 15,917 $6.7M
Financial Avengers, Inc. 3.16% Add +1.5% 15,903 $6.7M
Panoramic Capital Partners, LLC 5.89% — 15,900 $6.7M
Saxon Interests, Inc. 2.95% Add +3.6% 15,899 $6.7M
Stiles Financial Services Inc 2.42% Add +2.4% 15,875 $6.7M
Center For Asset Management LLC 4.33% Add +5.7% 15,882 $6.7M
Security National Bank of Sioux City Iowa 4.68% Reduce -3.2% 15,868 $6.7M
Truvestments Capital LLC 1.72% Add +2.0% 15,864 $6.7M
3Chopt Investment Partners, LLC 2.30% Reduce -1.9% 15,858 $6.7M
Palo Alto Wealth Advisors, LLC 2.34% Reduce -10.7% 15,850 $6.7M
McGlone Suttner Wealth Management, Inc. 1.12% Add +14.3% 15,849 $6.7M
Citadel Investment Advisory, Inc. 3.47% Add +2.6% 15,846 $6.7M
Seldon Capital LP 2.73% No change 15,834 $6.7M
Owl Creek Asset Management, L.P. 1.57% Reduce -80.8% 15,829 $6.7M
Silphium Asset Management Ltd 2.43% Add +17.6% 15,824 $6.7M
GS Investments, Inc. 3.01% Reduce -3.0% 15,819 $6.7M
Red Lighthouse Investment Management, LLC 2.64% Add +11.4% 16,942 $6.7M
Ballast, Inc. 1.90% Reduce -0.3% 15,808 $6.7M
Capital Advantage, Inc. 1.21% Reduce -0.4% 15,808 $6.7M
Opinicus Capital, Inc. 5.61% Reduce -1.3% 15,801 $6.7M
Atticus Wealth Management, LLC 2.07% Add +0.0% 15,792 $6.7M
Headland Capital, LLC 2.28% — 15,790 $6.7M
Quantum Financial Advisors, LLC 1.01% Add +3.3% 15,790 $6.7M
Global Financial Private Client, LLC 2.50% Reduce -0.7% 15,785 $6.7M
Aerodigm Wealth, LLC 3.96% Add +4.0% 15,720 $6.6M
Essex LLC 1.39% Reduce -3.5% 15,709 $6.6M
Manchester Financial Inc. 1.45% Add +26.3% 15,694 $6.6M
Traveka Wealth, LLC 3.65% Add +8.1% 15,685 $6.6M
United Community Bank 2.57% Reduce -0.8% 15,654 $6.6M
Curated Wealth Partners LLC 0.75% Reduce -0.4% 15,651 $6.6M
Mitchell & Pahl Private Wealth, LLC 3.08% Reduce -1.0% 15,645 $6.6M
W Advisors, LLC 4.08% Add +0.7% 15,644 $6.6M
Greenup Street Wealth Management LLC 1.31% Add +37.1% 15,617 $6.6M
CM Wealth Advisors LLC 2.15% Reduce -1.5% 15,609 $6.6M
Earned Wealth Advisors, LLC 2.10% Add +3.7% 15,609 $6.6M
Quadrant Private Wealth Management, LLC 1.62% Add +6.2% 15,605 $6.6M
Regency Capital Management Inc.\DE 3.56% Add +1.8% 15,604 $6.6M
Point Windward Advisors Inc. 2.46% Add +1.2% 15,587 $6.6M
Peterson Wealth Services 2.01% Reduce -1.1% 15,571 $6.6M
Thompson David Blair 4.77% — 15,547 $6.6M
Eaton Financial Holdings Company, LLC 2.52% Reduce -0.5% 15,538 $6.5M
Herbst Group, LLC 4.08% Reduce -7.6% 15,527 $6.5M
MRA Advisory Group 3.47% Reduce -4.7% 15,519 $6.5M
Second Line Capital, LLC 1.76% Add +2.9% 15,512 $6.5M
Watchman Group, Inc. 1.71% Reduce -1.6% 15,482 $6.5M
ICW Investment Advisors LLC 2.72% Add +0.4% 15,479 $6.5M
Redhawk Wealth Advisors, Inc. 0.88% Add +1.8% 15,475 $6.5M
Benchmark Investment Advisors LLC 4.24% Add +16.0% 15,456 $6.5M
Convergence Financial, LLC 1.30% Reduce -0.7% 15,452 $6.5M
Mathes Company, Inc. 2.39% Reduce -2.0% 15,426 $6.5M
Halbert Hargrove Global Advisors, LLC 0.36% Reduce -29.1% 15,426 $6.5M
Investidor Profissional Gestao de Recursos Ltda. 7.98% Add +59.7% 15,421 $6.5M
Connective Capital Management, LLC 7.57% No change 15,420 $6.5M
Private Capital Management LLC 1.30% Reduce -19.5% 15,402 $6.5M
Cooper Capital Advisors LLC 6.73% — 15,401 $6.5M
SkyOak Wealth, LLC 1.39% Reduce -4.6% 15,399 $6.5M
JSF Financial, LLC 1.73% Reduce -13.5% 15,392 $6.5M
Trilogy Capital Inc. 0.33% Add +8.3% 15,381 $6.5M
Rahlfs Capital, LLC 6.41% — 15,340 $6.5M
Symmetry Partners, LLC 0.92% Add +276.5% 15,327 $6.5M
Hartford Funds Management Co LLC 0.59% Add +5.7% 15,286 $6.4M
Victrix Investment Advisors 4.64% — 15,273 $6.4M
Ables, Iannone, Moore & Associates, Inc. 3.97% Add +1.2% 15,268 $6.4M
Altus Wealth Group LLC 2.84% Reduce -1.4% 15,244 $6.4M
Marion Wealth Management 1.70% Add +1.1% 15,242 $6.4M
Black Swift Group, LLC 1.36% Add +231.2% 15,241 $6.4M
Dempze Nancy E 3.71% Add +5.9% 15,233 $6.4M
Cloverfields Capital Group, LP 2.06% Reduce -0.4% 15,225 $6.4M
Hixon Zuercher, LLC 2.47% Add +0.2% 15,224 $6.4M
Cantor Fitzgerald Investment Advisors L.P. 0.44% Reduce -3.8% 15,217 $6.4M
Evergreen Private Wealth LLC 3.00% Add +0.7% 15,195 $6.4M
Viawealth, LLC 3.86% Reduce -2.2% 15,180 $6.4M
Sunpointe, LLC 3.21% Add +0.9% 15,170 $6.4M
Westend Capital Management, LLC 1.90% Reduce -45.0% 15,162 $6.4M
LBMC Investment Advisors, LLC 0.50% Add +0.1% 15,154 $6.4M
Ellsworth Advisors, LLC 1.67% Add +48.3% 15,152 $6.4M
Figure 8 Investment Strategies LLC 6.26% — 15,151 $6.4M
Concorde Financial Corp 3.80% Add +0.2% 15,145 $6.4M
Consilium Wealth Advisory, LLC 3.04% Reduce -0.8% 15,134 $6.4M
Schear Investment Advisers, LLC 3.40% Add +9.1% 15,131 $6.4M
Global Endowment Management, LP 0.82% Reduce -0.1% 15,131 $6.4M
Werlinich Asset Management, LLC 3.71% No change 15,000 $6.4M
Scott Capital Advisors, LLC 1.83% Reduce -17.7% 15,267 $6.4M
Berkeley Capital Partners, LLC 1.77% Add +0.8% 15,105 $6.4M
Pineridge Advisors LLC 2.40% Reduce -0.7% 15,083 $6.4M
Bienville Capital Management, LLC 1.56% Add +5.0% 15,078 $6.4M
Financial Advisors, LLC 1.22% Add +0.1% 15,072 $6.4M
AlpenGlobal Capital LLC 4.12% — 15,054 $6.3M
Kera Capital Partners, Inc. 1.82% — 15,039 $6.3M
Floyd Financial Group LLC 5.21% — 15,117 $6.3M
First National Bank of Hutchinson 3.83% Add +10.8% 15,015 $6.3M
Integris Wealth Management, LLC 1.78% Add +2.6% 15,007 $6.3M
Invst, LLC 0.77% Add +2.8% 15,003 $6.3M
ABLE Financial Group, LLC 1.87% Add +5.9% 15,002 $6.3M
Rubicon Global Capital Ltd 3.95% — 15,000 $6.3M
KP Management LLC 2.22% Reduce -9.1% 15,000 $6.3M
Investors Asset Management of Georgia Inc. /Ga/ 3.08% Reduce -0.8% 14,994 $6.3M
Red Spruce Capital, LLC 2.80% Add +9.7% 14,980 $6.3M
Weaver Consulting Group 1.94% Reduce -2.3% 14,975 $6.3M
Cordgrass Capital Advisors, LLC 1.83% Reduce -3.3% 14,971 $6.3M
Home Federal Bank of Tennessee 1.87% Reduce -1.5% 14,965 $6.3M
Realta Investment Advisors 2.59% Reduce -6.3% 14,898 $6.3M
Adams Asset Advisors, LLC 0.83% Reduce -0.5% 14,960 $6.3M
Cary Street Partners Investment Advisory LLC 4.13% Reduce -92.3% 14,948 $6.3M
Onyx Bridge Wealth Group LLC 0.91% Add +1.1% 14,935 $6.3M
TFB Advisors LLC 1.80% Reduce -1.7% 14,923 $6.3M
Financial Life Planners 5.27% — 14,891 $6.3M
Variant Private Wealth, LLC 5.99% — 14,913 $6.3M
AllGen Financial Advisors, Inc. 2.11% Reduce -0.1% 14,912 $6.3M
Jericho Financial, LLP 4.54% — 14,879 $6.3M
Comprehensive Financial Planning, Inc. 5.30% — 14,879 $6.3M
Runnymede Capital Advisors, Inc. 5.47% — 14,861 $6.3M
Global Trust Asset Management, LLC 2.37% Reduce -2.6% 14,855 $6.3M
Aspen Grove Capital, LLC 1.33% Add +14.1% 14,844 $6.3M
Altman Advisors, Inc. 2.67% Reduce -2.0% 14,840 $6.3M
Colton Groome Financial Advisors, LLC 2.39% Reduce -4.4% 14,837 $6.3M
Harvey Investment Co. LLC 0.72% No change 14,764 $6.2M
Granite Group Advisors, LLC 3.97% Reduce -1.6% 14,763 $6.2M
B.O.S.S. Retirement Advisors, LLC 1.74% Reduce -72.2% 14,756 $6.2M
TFC Financial Management, Inc. 0.98% Reduce -2.1% 14,751 $6.2M
Monterey Private Wealth, Inc. 2.05% Add +5.0% 14,745 $6.2M
Gateway Wealth Partners, LLC 1.61% Add +6.3% 14,736 $6.2M
IronBridge Private Wealth, LLC 2.28% Add +27.6% 14,732 $6.2M
Sage Rhino Capital LLC 1.35% Reduce -0.6% 14,719 $6.2M
Semmax Financial Advisors Inc. 1.65% Add +4.9% 15,104 $6.2M
Shilanski & Associates, Inc. 1.99% Reduce -0.7% 14,710 $6.2M
Comprehensive Financial Consultants Institutional, Inc. 2.26% Add +2.2% 14,695 $6.2M
Stanley Capital Management, LLC 1.21% No change 14,695 $6.2M
Schwarz Dygos Wheeler Investment Advisors LLC 1.53% Reduce -5.1% 14,657 $6.2M
Sovereign Financial Group, Inc. 1.42% Add +1.9% 14,655 $6.2M
Legal Advantage Investments, Inc. 3.27% Reduce -4.0% 14,655 $6.2M
Gradient Capital Advisors, LLC 1.99% Reduce -0.7% 14,633 $6.2M
Bay Rivers Group 2.99% Reduce -2.0% 14,623 $6.2M
Barr E S & Co. 0.36% Reduce -0.8% 14,623 $6.2M
Certified Advisory Corp 0.67% Add +0.6% 14,622 $6.2M
Crux Wealth Advisors 3.43% — 14,621 $6.2M
AA Financial Advisors, LLC 1.64% Add +0.4% 14,601 $6.2M
Morton Community Bank 1.63% Add +0.1% 14,600 $6.2M
Karani Asset Management LLC 5.73% — 14,577 $6.1M
Wittenberg Investment Management, Inc. 2.43% Reduce -2.5% 14,571 $6.1M
Brueske Advisory Services, LLC 5.46% — 14,563 $6.1M
First Heartland Consultants, Inc. 0.63% Reduce -4.6% 14,557 $6.1M
Rockport Wealth LLC 2.73% Add +1719.5% 14,556 $6.1M
FFT Wealth Management LLC 0.46% Add +10.5% 14,545 $6.1M
Seeds Investor LLC 1.75% Add +4.2% 14,543 $6.1M
WP Advisors, LLC 2.04% Reduce -0.5% 14,542 $6.1M
Uniting Wealth Partners, LLC 2.95% — 14,509 $6.1M
Hourglass Capital, LLC 1.69% Add +3.2% 14,507 $6.1M
W.H. Cornerstone Investments Inc. 4.08% Reduce -4.0% 14,505 $6.1M
AXS Investments LLC 1.71% Add +8.2% 14,475 $6.1M
Mizuho Markets Cayman LP 15.11% Add +1826.2% 14,466 $6.1M
Pinnacle Wealth Management Group, Inc. 3.79% Add +0.2% 14,445 $6.1M
Reliant Investment Management, LLC 2.69% Add +2.5% 14,442 $6.1M
Clay Northam Wealth Management, LLC 3.92% Add +1.3% 14,420 $6.1M
Arbor Trust Wealth Advisors, LLC 2.85% Reduce -0.1% 14,415 $6.1M
Am Investment Strategies LLC 1.48% Reduce -6.5% 14,410 $6.1M
Columbus Macro, LLC 0.84% Add +328.6% 14,410 $6.1M
Jmac Enterprises LLC 0.95% Reduce -0.3% 14,405 $6.1M
Osprey Private Wealth LLC 4.23% Add +0.2% 14,385 $6.1M
Bowman & Co S.C. 3.15% Add +0.3% 14,365 $6.1M
Compass Ion Advisors, LLC 0.72% Reduce -0.5% 14,343 $6.0M
Reik & Co., LLC 1.45% No change 14,330 $6.0M
Sloy Dahl & Holst, LLC 0.77% Add +3.9% 14,318 $6.0M
Cypress Wealth Services, LLC 1.21% Add +16.4% 14,311 $6.0M
Long Run Wealth Advisors, LLC 1.44% Reduce -2.3% 14,292 $6.0M
Ameriflex Group, Inc. 2.76% — 14,511 $6.0M
Thornburg Investment Management Inc. 0.08% No change 14,288 $6.0M
Port Capital LLC 0.27% Add +0.0% 14,267 $6.0M
Fullcircle Wealth LLC 2.46% Add +1.3% 14,640 $6.0M
Carolinas Wealth Consulting LLC 1.18% Reduce -55.1% 14,255 $6.0M
Core Wealth Partners LLC 3.44% Reduce -25.1% 14,246 $6.0M
Crescent Grove Advisors, LLC 0.59% Reduce -5.0% 14,225 $6.0M
Gilman Hill Asset Management, LLC 1.04% Reduce -0.9% 14,225 $6.0M
Cape Investment Advisory, Inc. 2.34% Reduce -1.4% 14,203 $6.0M
Triad Wealth Partners, LLC 2.16% Add +24.8% 14,175 $6.0M
LifeSteps Financial, Inc. 4.58% Add +3.2% 14,174 $6.0M
Powers Advisory Group, LLC 2.98% Reduce -0.1% 14,140 $6.0M
Madden Advisory Services, Inc. 2.77% Add +0.0% 14,134 $6.0M
Centennial Bank 2.80% Reduce -1.5% 14,122 $6.0M
Athena Investment Management 3.45% Reduce -0.2% 14,113 $5.9M
Vista Investment Partners LLC 1.86% Reduce -0.8% 14,109 $5.9M
New Republic Capital, LLC 3.88% Add +4.6% 14,108 $5.9M
Steele Capital Management, Inc. 0.31% Reduce -1.9% 14,093 $5.9M
Hemington Wealth Management 1.49% Add +4.2% 14,091 $5.9M
Putney Financial Group LLC 5.28% — 14,058 $5.9M
Worth Financial Advisory Group, LLC 3.65% Reduce -7.6% 14,056 $5.9M
Kampmann Melissa S. 4.66% Reduce -10.6% 14,053 $5.9M
CFS Investment Advisory Services, LLC 0.53% Add +0.6% 14,044 $5.9M
Amica Retiree Medical Trust 5.60% Reduce -10.5% 14,039 $5.9M
Kenora Financial, LLC 2.35% Add +7.2% 14,026 $5.9M
City State Bank 2.09% Add +18.6% 14,024 $5.9M
Cetera Trust Company, N.A 3.84% Reduce -0.5% 14,022 $5.9M
Millennium Capital Advisors, LLC 4.03% Reduce -15.2% 14,013 $5.9M
Old North State Trust, LLC 3.76% Reduce -1.9% 14,008 $5.9M
Manske Wealth Management 2.35% — 14,006 $5.9M
BIP Wealth, LLC 0.40% Reduce -4.3% 14,005 $5.9M
Roxbury Financial LLC 5.69% — 13,930 $5.9M
Oak Family Advisors, LLC 2.31% Reduce -0.4% 13,978 $5.9M
Jeppson Wealth Management, LLC 2.13% Add +0.0% 13,949 $5.9M
SoundView Advisors Inc. 2.42% — 13,933 $5.9M
Lodestone Wealth Management LLC 2.94% Reduce -0.2% 13,919 $5.9M
Paragon Advisors, LLC 2.01% Add +11.6% 13,915 $5.9M
LeClair Wealth Partners LLC 3.91% — 13,905 $5.9M
GraniteShares Advisors LLC 3.71% Add +4.1% 13,902 $5.9M
Redwood Investment Management, LLC 0.57% Add +47.6% 13,892 $5.9M
Ameliora Wealth Management Ltd. 2.20% Add +8.5% 13,885 $5.9M
Brass Tax Wealth Management, Inc. 1.23% Reduce -0.6% 13,881 $5.9M
Wellspring Financial Advisors, LLC 0.61% Add +561.0% 993,452 $5.9M
Warm Springs Advisors Inc. 5.43% — 13,877 $5.8M
First Affirmative Financial Network 3.37% Add +6.3% 13,872 $5.8M
HMS Capital Management, LLC 2.82% Reduce -0.2% 13,856 $5.8M
WNY Asset Management, LLC 0.72% Reduce -4.3% 13,831 $5.8M
Trueblood Wealth Management, LLC 2.87% Add +1.6% 13,831 $5.8M
Ironwood Financial, llc 1.22% Reduce -0.2% 13,828 $5.8M
Blue Investment Partners LLC 2.14% Add +3.5% 13,828 $5.8M
Capstone Financial Advisors, Inc. 0.36% Reduce -31.8% 13,823 $5.8M
Wernau Asset Management Inc. 5.64% — 13,818 $5.8M
Traphagen Investment Advisors LLC 0.59% Add +1.4% 13,809 $5.8M
Bond & Devick Financial Network, Inc. 2.49% No change 13,524 $5.8M
Zimmer Partners, LP 0.10% No change 13,800 $5.8M
Financial Strategies Group, Inc. 1.39% Add +7.1% 13,881 $5.8M
ORBA Wealth Advisors, L.L.C. 3.04% Reduce -2.3% 13,795 $5.8M
Midwest Professional Planners, LTD. 1.74% Add +3.9% 13,787 $5.8M
Somerset Group LLC 5.30% Reduce -3.1% 13,754 $5.8M
Roehl & Yi Investment Advisors, LLC 3.19% — 13,754 $5.8M
Robbins Farley 2.83% Add +10.9% 13,743 $5.8M
Aspetuck Financial Management LLC 4.51% — 13,741 $5.8M
Andrew Hill Investment Advisors, Inc. 4.30% Reduce -9.3% 13,740 $5.8M
Gemmer Asset Management LLC 0.57% Add +1.3% 13,720 $5.8M
Terra Nova Asset Management LLC 4.40% Add +9.6% 13,712 $5.8M
Founders Grove Wealth Partners, LLC 1.67% — 13,709 $5.8M
Crystal Rock Capital Management 3.54% No change 13,705 $5.8M
Veracity Capital LLC 2.10% Reduce -4.3% 13,689 $5.8M
Delos Wealth Advisors, LLC 4.60% Add +32.8% 13,687 $5.8M
Woodard & Co. Asset Management Group Inc. 1.24% Add +6.7% 13,680 $5.8M
Viewpoint Capital Management LLC 3.02% Add +0.1% 13,649 $5.8M
Spartan Planning & Wealth Management 5.25% — 13,638 $5.7M
Advanced Portfolio Management, LLC 6.57% Add +125.1% 13,733 $5.7M
Claris Financial LLC 3.78% — 13,636 $5.7M
Shoker Investment Counsel, Inc. 1.94% Reduce -0.8% 13,630 $5.7M
Montz Harcus Wealth Management LLC 3.21% No change 13,627 $5.7M
YANKCOM Partnership 3.07% — 13,620 $5.7M
North Ridge Wealth Advisors, Inc. 3.96% Reduce -2.3% 13,590 $5.7M
Jacobsen Capital Management 2.44% Add +1.7% 13,587 $5.7M
Meridian Financial Partners LLC 3.02% Reduce -0.9% 13,587 $5.7M
Clean Yield Group 1.82% Add +3.4% 13,570 $5.7M
Flavin Financial Services, Inc. 5.43% — 13,541 $5.7M
Prasad Wealth Partners, LLC 1.85% — 13,542 $5.7M
Sandy Cove Advisors, LLC 2.24% Add +6.7% 13,516 $5.7M
Smith Anglin Financial, LLC 0.53% Reduce -7.4% 13,505 $5.7M
American State Bank (Iowa) 3.43% Add +0.4% 13,494 $5.7M
Etesian Wealth Advisors, Inc. 2.52% Add +0.9% 13,493 $5.7M
Cabot Wealth Management Inc. 0.72% Add +0.1% 13,485 $5.7M
Five Oceans Advisors 2.60% Add +2.1% 13,471 $5.7M
Orser Capital Management, LLC 3.91% No change 13,459 $5.7M
Montgomery Investment Management Inc. 2.23% No change 13,455 $5.7M
Financial Advisory Partners, LLC 1.88% Reduce -0.6% 13,446 $5.7M
Peterson Wealth Management 3.37% Add +10.9% 13,445 $5.7M
Butensky & Cohen Financial Security, Inc. 1.78% Add +2.1% 13,426 $5.7M
StoneCrest Wealth Management, Inc. 3.69% Add +1.4% 13,414 $5.7M
Van Den Berg Management I, Inc. 1.63% Add +3.9% 13,404 $5.6M
Graphene Investments SAS 3.90% Reduce -37.7% 13,400 $5.6M
One Wealth Advisors, LLC 0.84% Reduce -0.2% 13,392 $5.6M
Convergence Investment Partners, LLC 1.26% Reduce -21.8% 13,389 $5.6M
Topsail Wealth Management, LLC 1.20% — 13,378 $5.6M
PBMares Wealth Management LLC 1.15% Add +2.9% 13,375 $5.6M
McLean Asset Management Corp 1.69% Add +0.9% 13,355 $5.6M
Lokken Investment Group LLC 2.43% Reduce -2.3% 13,349 $5.6M
Guardian Asset Advisors, LLC 3.61% Add +0.3% 13,338 $5.6M
MOKAN Wealth Management Inc. 3.58% — 13,336 $5.6M
Novem Group 0.84% — 13,336 $5.6M
Atlantic Edge Private Wealth Management, LLC 1.74% Add +0.4% 13,331 $5.6M
Oregon Pacific Wealth Management, LLC 5.51% — 13,330 $5.6M
Cook Wealth, LLC 2.64% Reduce -0.3% 12,578 $5.6M
Ethos Financial Group, LLC 0.74% Add +2.2% 13,311 $5.6M
O'ROURKE & COMPANY, Inc 2.75% Reduce -6.4% 13,320 $5.6M
Blackhawk Capital Partners, LLC 2.90% Add +3.1% 13,307 $5.6M
Garden State Investment Advisory Services LLC 1.72% Reduce -1.5% 13,284 $5.6M
Guidance Capital, Inc. 1.71% Add +2.0% 12,620 $5.6M
Roof Eidam Maycock Peralta, LLC 1.45% Add +0.1% 13,289 $5.6M
Harfst & Associates, Inc. 1.16% Reduce -1.1% 13,266 $5.6M
Investors Research Corp 1.22% Add +0.3% 13,218 $5.6M
Creative Financial Designs Inc. 0.45% Reduce -8.3% 13,208 $5.6M
Compass Wealth Management LLC 1.34% Reduce -1.3% 13,208 $5.6M
Sanders Morris Harris LLC 0.84% Reduce -3.9% 13,113 $5.6M
Hillsdale Investment Management Inc. 0.28% Reduce -12.7% 13,184 $5.6M
Accretive Wealth Partners, LLC 2.36% Reduce -0.3% 13,184 $5.6M
William Allan Corp 3.41% Add +1.1% 13,177 $5.6M
S&T Bank 1.77% Reduce -8.5% 13,177 $5.6M
E&G Advisors, LLC 1.51% Add +1.6% 13,170 $5.6M
Baron Silver Stevens Financial Advisors, LLC 0.94% Add +1.2% 13,158 $5.5M
ERn Financial, LLC 0.83% Add +4.6% 13,152 $5.5M
Aspire Growth Partners LLC 5.42% — 13,157 $5.5M
West Oak Capital, LLC 2.93% Add +0.2% 13,149 $5.5M
SkyView Investment Advisors, LLC 0.88% Add +17.5% 13,144 $5.5M
SIH Partners, LLLP 0.39% New 13,139 $5.5M
Empirical Asset Management, LLC 1.83% Add +256.3% 433,798 $5.5M
Patron Partners, LLC 3.00% Add +1.8% 13,131 $5.5M
Sulzberger Capital Advisors, Inc. 6.32% — 13,129 $5.5M
Aire Advisors, LLC 1.14% Add +2.4% 13,099 $5.5M
Peddock Capital Advisors, LLC 1.32% Add +1.2% 13,099 $5.5M
Virginia Wealth Management Group, Inc. 3.41% Add +0.4% 13,071 $5.5M
Raleigh Capital Management Inc. 2.12% Add +4.7% 13,042 $5.5M
Fernwood Investment Management, LLC 1.91% Reduce -4.1% 13,023 $5.5M
Hubbell Strickland Wealth Management, LLC 2.60% Reduce -3.1% 13,017 $5.5M
Ullmann Wealth Partners Group, LLC 0.71% Add +4.6% 13,009 $5.5M
Brown Financial Advisors 2.20% Add +15.8% 12,990 $5.5M
Syntegra Private Wealth Group, LLC 0.62% Add +1.9% 12,976 $5.5M
Investment Advisory Group, LLC 1.83% Add +4.7% 12,964 $5.5M
KKM Financial LLC 2.28% Add +9.4% 12,978 $5.5M
Griffith & Werner, Inc. 3.60% — 12,947 $5.5M
WealthBridge Capital Management, LLC 1.52% Add +1.9% 12,943 $5.5M
Elm3 Financial Group, LLC 4.65% — 12,941 $5.5M
Lakeridge Wealth Management LLC 2.81% Reduce -0.5% 12,904 $5.4M
Unique Wealth, LLC 1.13% Add +8.7% 12,891 $5.4M
Western Pacific Wealth Management, LP 4.38% Reduce -3.3% 12,889 $5.4M
Archer Investment Corp 1.45% Add +0.2% 12,886 $5.4M
Stevens Capital Management LP 2.17% Reduce -63.5% 12,874 $5.4M
Next Level Private LLC 2.19% Add +1.0% 12,858 $5.4M
High Net Worth Advisory Group LLC 1.51% Reduce -4.6% 12,845 $5.4M
Barings LLC 0.13% Add +6.1% 12,846 $5.4M
Winthrop Capital Management, LLC 1.44% New 12,726 $5.4M
Bretton Capital Management, LLC 5.19% No change 12,800 $5.4M
Rainier Family Wealth Inc. 6.52% — 12,794 $5.4M
Greykasell Wealth Strategies, Inc. 2.99% — 12,776 $5.4M
Horizon Kinetics Asset Management LLC 0.07% Reduce -1.8% 12,773 $5.4M
Kane Investment Management, Inc. 3.01% — 12,767 $5.4M
Advus Financial Partners, LLC 1.51% Add +6.6% 12,765 $5.4M
Lummis Asset Management, LP 6.82% Reduce -21.9% 12,762 $5.4M
Pacific Point Advisors, LLC 3.27% — 12,922 $5.4M
WJ Wealth Management, LLC 1.85% Reduce -8.7% 12,750 $5.4M
Murphy, Middleton, Hinkle & Parker, Inc. 3.04% Reduce -4.2% 12,748 $5.4M
Eagle Bay Advisors LLC 3.38% Reduce -6.4% 12,748 $5.4M
Investment Partners Asset Management, Inc. 4.22% Add +2.0% 12,745 $5.4M
HITE Hedge Asset Management LLC 0.39% No change 12,742 $5.4M
Chapman Financial Group, LLC 4.30% — 12,730 $5.4M
2UniFi Bank 3.57% — 12,725 $5.4M
Twin Peaks Wealth Advisors, LLC 2.27% Add +0.6% 12,710 $5.4M
Kennebec Savings Bank 5.39% Reduce -5.8% 12,835 $5.4M
Purkiss Capital Advisors LLC 4.62% — 12,690 $5.3M
Tectonic Advisors LLC 0.35% Add +18.9% 12,688 $5.3M
SAM Advisors, LLC 1.93% Add +1.0% 12,683 $5.3M
Prudent Man Advisors, LLC 1.95% Reduce -6.0% 12,682 $5.3M
Leonard Rickey Investment Advisors P.L.L.C. 1.23% Reduce -0.3% 12,681 $5.3M
Aberdeen Wealth Management LLC 3.66% Reduce -4.5% 12,661 $5.3M
Wedgewood Investors Inc. 6.28% Reduce -2.8% 12,653 $5.3M
Trustco Bank Corp. N Y 5.75% Reduce -6.0% 12,651 $5.3M
Dagco, Inc. 1.77% Add +10.3% 12,645 $5.3M
Redwood Investments, LLC 1.43% Reduce -7.2% 12,637 $5.3M
New England Research & Management, Inc. 2.71% Reduce -4.5% 12,637 $5.3M
Successful Portfolios LLC 3.55% Reduce -0.4% 12,606 $5.3M
Acorn Financial Advisory Services Inc. 0.87% Reduce -3.4% 12,579 $5.3M
Wealthspire Retirement, LLC 0.42% Add +2.2% 12,567 $5.3M
Private Harbour Investment Management & Counsel, LLC 5.80% Reduce -5.5% 12,562 $5.3M
Insight Wealth Strategies, LLC 0.71% Add +6.4% 12,559 $5.3M
Applied Capital LLC 4.16% Reduce -0.6% 12,551 $5.3M
Pacific Wealth Strategies Group, Inc. 3.69% Add +9.6% 12,550 $5.3M
Covenant Partners, LLC 1.63% Reduce -2.3% 12,537 $5.3M
ELCO Management Co., LLC 2.78% Reduce -4.9% 12,530 $5.3M
Wealthspan Partners, LLC 2.52% Reduce -5.9% 12,508 $5.3M
Tilia Fiduciary Partners, Inc. 3.60% Add +1.2% 12,505 $5.3M
Fire Capital Management LLC 3.93% — 12,504 $5.3M
Cim, LLC 0.75% Add +4.1% 12,483 $5.3M
Hudock, Inc. 0.92% Reduce -1.8% 12,478 $5.3M
River Street Advisors LLC 2.69% Add +1.8% 12,473 $5.3M
Fortis Group Advisors, LLC 0.98% Add +1.7% 12,472 $5.3M
Mountain Pacific Investment Advisers LLC 0.37% Reduce -1.2% 12,470 $5.3M
Counterweight Ventures, LLC 3.71% Add +1.6% 12,463 $5.3M
Great Point Wealth Advisors, LLC 1.15% Reduce -1.3% 12,456 $5.3M
KDT Advisors, LLC 7.71% — 12,454 $5.2M
Farmers & Merchants Trust Co of Chambersburg PA 1.99% Reduce -4.2% 12,451 $5.2M
Purus Wealth Management, LLC 2.08% Add +0.8% 12,449 $5.2M
XTX Topco Ltd 0.44% New 12,433 $5.2M
Wealthstream Advisors, Inc. 0.97% Add +3.7% 12,419 $5.2M
AAFMAA Wealth Management & Trust LLC 2.29% Reduce -0.3% 12,419 $5.2M
Finivi Inc. 4.18% Reduce -2.9% 12,414 $5.2M
Perkins Capital Management Inc. 4.64% Reduce -4.6% 12,410 $5.2M
Masso Torrence Wealth Management Inc. 2.75% Add +2.2% 12,406 $5.2M
Caas Capital Management LP 4.33% New 12,399 $5.2M
Eagle Strategies LLC 0.90% Add +2.4% 12,390 $5.2M
Liberty Square Wealth Partners LLC 1.90% — 12,779 $5.2M
Bolthouse Investments, LLC 4.82% — 12,375 $5.2M
Bouchey Financial Group, Ltd. 0.46% Add +4.5% 12,373 $5.2M
Corps Capital Advisors, LLC 5.29% — 12,371 $5.2M
Gallagher Capital Advisors, LLC 3.80% — 12,366 $5.2M
Spectrum Asset Management, Inc. (NB/CA) 2.34% Reduce -4.9% 12,348 $5.2M
CogentBlue Wealth Advisors, LLC 4.58% — 12,342 $5.2M
Cavalier Investments, LLC 1.74% Add +4.0% 12,339 $5.2M
Commons Capital, LLC 4.71% Add +2.4% 12,325 $5.2M
Value Partners Investments Inc. 2.93% Reduce -76.2% 12,307 $5.2M
Fuller & Thaler Asset Management, Inc. 0.02% No change 12,295 $5.2M
Lane & Associates LLC 2.68% Reduce -7.1% 12,474 $5.2M
Redwood Wealth Management Group, LLC 2.52% Add +11.2% 12,260 $5.2M
Agur Provident & Training Funds Management Ltd. 1.98% Reduce -43.5% 12,262 $5.2M
Silver Lake Advisory, LLC 2.27% Reduce -0.2% 12,261 $5.2M
CCG Wealth Management, LLC 2.88% Add +1.3% 12,260 $5.2M
Prospect Capital Advisors, LLC 3.00% Reduce -12.8% 12,250 $5.2M
Pinkerton Wealth, LLC 0.75% Add +1.9% 12,241 $5.2M
Provenance Wealth Advisors, LLC 0.66% Reduce -36.6% 12,210 $5.1M
U S Wealth Group, Llc. 3.89% — 12,202 $5.1M
Walker Asset Management, LLC 3.16% Add +1.5% 12,194 $5.1M
BlackDiamond Wealth Management, LLC 2.96% Add +2.9% 12,175 $5.1M
Decker Retirement Planning Inc. 2.98% — 12,171 $5.1M
Wynn Capital, LLC 3.23% Add +0.3% 12,158 $5.1M
Affiance Financial, LLC 1.22% Reduce -0.8% 12,144 $5.1M
Alesco Advisors, LLC, An ESL Co 0.16% Add +12.6% 12,135 $5.1M
Cahaba Wealth Management, Inc. 0.42% Reduce -1.2% 12,132 $5.1M
Bosman Wealth Management, LLC 4.92% — 12,131 $5.1M
KWB Wealth 0.63% Add +6.6% 11,877 $5.1M
Murphy Pohlad Asset Management LLC 2.20% Reduce -4.6% 12,115 $5.1M
Geo Capital Gestora de Recursos Ltd 6.58% Add +10.3% 12,099 $5.1M
Financial Gravity Companies, Inc. 1.16% Add +3.5% 12,098 $5.1M
Terra Alpha Investments LLC 5.16% — 12,098 $5.1M
Wolff Wiese Magana LLC 3.37% Add +1.9% 12,094 $5.1M
Register Financial Advisors LLC 2.56% Reduce -0.0% 12,083 $5.1M
Semus Wealth Partners LLC 3.37% Add +8.0% 12,075 $5.1M
Vickerman Investment Advisors, Inc. 1.38% Reduce -3.5% 12,072 $5.1M
Clarendon Private LLC 5.31% — 12,045 $5.1M
Copperwynd Financial, LLC 1.40% Add +34.6% 12,044 $5.1M
Hamilton Capital, LLC 0.39% Add +4.0% 12,036 $5.1M
Forte Asset Management LLC 2.69% No change 12,030 $5.1M
HF Advisory Group, LLC 2.33% Add +1.1% 12,022 $5.1M
Left Brain Wealth Management, LLC 1.91% Add +1.4% 11,983 $5.1M
Amplius Wealth Advisors, LLC 0.52% Add +0.9% 11,962 $5.0M
Schulhoff & Co. Inc. 1.84% Add +1.6% 11,938 $5.0M
Omnia Family Wealth, LLC 2.08% Add +3.8% 11,935 $5.0M
Asset Management Group, Inc. 0.89% Add +0.2% 11,931 $5.0M
Carr Financial Group Corp 1.58% Reduce -5.1% 11,914 $5.0M
Forza Wealth Management, LLC 2.29% Reduce -2.4% 11,913 $5.0M
Point72 (DIFC) Ltd 0.45% Add +82.7% 11,893 $5.0M
Rogco, LP 2.04% Reduce -0.9% 11,880 $5.0M
Royal Harbor Partners, LLC 1.89% Add +4.4% 11,873 $5.0M
Fortem Financial Group, LLC 1.94% Add +1.3% 11,862 $5.0M
Wealth Advisory Solutions, LLC 1.40% Add +0.2% 11,850 $5.0M
Signature Wealth Management Group 2.01% Add +12.5% 11,841 $5.0M
Nvest Financial, LLC 2.53% Add +9.8% 11,836 $5.0M
AGH Wealth Advisors, LLC 4.62% — 11,817 $5.0M
LaSalle St. Investment Advisors, LLC 1.54% Add +50.3% 11,819 $5.0M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.60% Add +4.2% 11,802 $5.0M
UNICOM Systems, Inc. 1.21% — 11,800 $5.0M
RFP Financial Group LLC 1.94% Reduce -50.8% 11,785 $5.0M
Taylor & Morgan Wealth Management, LLC 3.49% Reduce -11.6% 11,792 $5.0M
Benchmark Financial Wealth Advisors, LLC 1.59% Add +1.5% 11,774 $5.0M
Meadow Creek Wealth Advisors LLC 3.57% Reduce -5.0% 11,772 $5.0M
Guardian Investment Management 3.54% Reduce -4.8% 11,765 $5.0M
Stamos Capital Partners, L.P. 1.16% Add +47.5% 11,760 $5.0M
Cahill Financial Advisors Inc. 0.67% Reduce -1.6% 11,759 $5.0M
Fiducient Advisors LLC 0.61% Add +91.6% 11,753 $5.0M
Crescent Sterling, Ltd. 5.07% Add +1.8% 11,730 $4.9M
Horizon Wealth Management, LLC 0.86% Add +0.4% 11,721 $4.9M
Graves Light Lenhart Wealth, Inc. 0.61% Reduce -3.5% 11,715 $4.9M
Novak & Powell Financial Services, Inc. 2.94% Reduce -6.0% 11,712 $4.9M
Brown University 2.10% New 11,700 $4.9M
Wealthquest Corp 0.40% Reduce -0.1% 11,699 $4.9M
PAX Financial Group, LLC 0.88% Add +15.5% 11,660 $4.9M
Kessler Investment Group, LLC 2.32% Add +0.7% 11,624 $4.9M
Marshall Financial Group, LLC 1.19% Add +3.1% 11,622 $4.9M
Mosaic Family Wealth Partners, LLC 0.71% Add +8.4% 11,617 $4.9M
Titleist Asset Management, LLC 0.56% Add +19.9% 11,615 $4.9M
Fortress Private Ledger, LLC 2.99% — 11,608 $4.9M
Orion Capital Management LLC 2.15% Reduce -0.6% 11,606 $4.9M
Wulff, Hansen & Co. 4.62% Add +6.6% 11,589 $4.9M
Ssi Investment Management LLC 1.74% Reduce -0.1% 11,572 $4.9M
Menard Financial Group LLC 2.92% Add +2.1% 11,565 $4.9M
Dudley & Shanley, Inc. 0.75% Reduce -0.3% 11,554 $4.9M
Todd Asset Management LLC 0.12% No change 11,551 $4.9M
Gilbert & Cook, Inc. 0.69% Reduce -4.4% 11,542 $4.9M
Steel Grove Capital Advisors, LLC 0.69% Reduce -4.3% 11,526 $4.9M
Burt Wealth Advisors 1.23% Add +1.2% 11,516 $4.9M
Fermata Advisors, LLC 0.91% Add +2.6% 11,515 $4.9M
One Wealth Management Investment & Advisory Services, LLC 7.69% Add +1.6% 11,512 $4.9M
Northstar Group, Inc. 0.84% Add +4.5% 11,506 $4.8M
Unique Wealth Strategies, LLC 2.13% Add +2.9% 11,504 $4.8M
RV Capital AG 1.04% New 11,500 $4.8M
Total Clarity Wealth Management, Inc. 1.57% Reduce -0.4% 11,483 $4.8M
Avanda Investment Management Pte. Ltd. 1.54% Reduce -59.6% 11,474 $4.8M
Beam Wealth Advisors, Inc. 1.53% Reduce -5.2% 11,458 $4.8M
Pinnacle Holdings, LLC 2.10% Reduce -5.1% 11,458 $4.8M
Evolution Wealth Advisors, LLC 0.81% Add +23.0% 11,439 $4.8M
Cornerstone Planning, LLC 1.84% — 11,435 $4.8M
Opes Wealth Management LLC 0.99% Add +33.2% 11,429 $4.8M
Brookmont Capital Management 2.57% Reduce -0.9% 11,416 $4.8M
Wellington Wealth Strategies, LLC. 4.37% New 11,696 $4.8M
Proathlete Wealth Management LLC 1.81% Reduce -0.3% 11,385 $4.8M
D.B. Root & Company, LLC 1.53% Add +10.1% 11,384 $4.8M
Hoxton Planning & Management, LLC 1.83% Add +3.4% 11,383 $4.8M
BFI Infinity Ltd. 5.21% — 11,373 $4.8M
Bigelow Investment Advisors, LLC 2.25% Reduce -0.7% 11,359 $4.8M
Gables Capital Management Inc. 2.31% Reduce -2.1% 11,347 $4.8M
GEM Asset Management, LLC 2.66% Reduce -1.2% 11,336 $4.8M
Emerald Advisors, LLC 0.66% Reduce -1.0% 11,326 $4.8M
Colonial River Investments, LLC 2.31% Reduce -1.7% 11,304 $4.8M
Triton Financial Group Inc 2.98% Reduce -2.5% 11,300 $4.8M
MeadowBrook Investment Advisors LLC 4.29% Reduce -1.6% 11,298 $4.8M
Smith Shellnut Wilson LLC 2.10% Reduce -0.2% 11,273 $4.8M
Palouse Capital Management, Inc. 3.16% Reduce -1.3% 11,263 $4.7M
Blackston Financial Advisory Group, LLC 2.36% Add +9.2% 11,255 $4.7M
Koss-Olinger Consulting, LLC 0.42% Add +124.9% 11,256 $4.7M
Mb, Levis & Associates, LLC 2.37% Reduce -0.2% 11,249 $4.7M
Rockingstone Advisors LLC 2.09% Add +2.8% 11,232 $4.7M
Gitterman Wealth Management, LLC 1.98% Reduce -5.2% 11,219 $4.7M
Cacti Asset Management LLC 0.35% Reduce -4.3% 11,130 $4.7M
Argent Advisors, Inc. 1.75% Reduce -0.7% 11,201 $4.7M
Franchise Capital Ltd 2.18% Reduce -4.4% 11,180 $4.7M
Capricorn Fund Managers Ltd 2.10% Add +20.9% 11,080 $4.7M
Pine Harbor Wealth Management, LLC 1.89% Reduce -0.8% 11,157 $4.7M
Vista Cima Wealth Management LLC 4.89% — 11,156 $4.7M
Elyxium Wealth, LLC 2.86% Reduce -37.3% 11,144 $4.7M
Pecaut & Co. 1.62% Add +0.3% 11,142 $4.7M
Spahn Wealth & Retirement LLC 3.07% — 11,117 $4.7M
TCFG Wealth Management, LLC 2.37% Reduce -9.1% 11,106 $4.7M
Angeles Investment Advisors, LLC 0.23% Reduce -21.2% 11,091 $4.7M
Challenger Wealth Management 4.02% — 11,073 $4.7M
Iams Wealth Management, LLC 2.14% Add +6.4% 11,068 $4.7M
Oxinas Partners, LLC 2.73% Add +6.9% 11,057 $4.7M
Sachetta, LLC 1.84% Reduce -2.6% 11,057 $4.7M
Surience Private Wealth LLC 6.02% Add +512.7% 11,053 $4.7M
Otter Creek Advisors, LLC 3.21% Add +3.3% 11,050 $4.7M
Panoramic Capital, LLC 3.70% — 11,035 $4.7M
Capital Management Associates 5.46% Reduce -11.2% 10,992 $4.6M
Proffitt & Goodson Inc. 0.77% Add +0.9% 10,982 $4.6M
GoalVest Advisory LLC 1.27% Reduce -0.1% 10,968 $4.6M
Taylor Hoffman Capital Management LLC 1.68% No change 10,966 $4.6M
Mendel Capital Management LLC 2.80% Reduce -3.2% 10,960 $4.6M
Peninsula Wealth, LLC 0.79% Add +3.0% 10,954 $4.6M
Towercrest Capital Management 0.74% Add +0.2% 10,932 $4.6M
Aveo Capital Partners, LLC 0.50% Reduce -20.9% 10,927 $4.6M
Elefante Mark B 4.20% — 10,909 $4.6M
McElhenny Sheffield Capital Management, LLC 1.54% Reduce -11.4% 10,907 $4.6M
Polymer Capital Management (HK) LTD 0.80% Add +13.5% 10,897 $4.6M
Uptick Partners, LLC 1.66% Add +2.2% 10,897 $4.6M
J.Safra Asset Management Corp 0.37% Add +35.5% 10,810 $4.6M
Prevail Innovative Wealth Advisors, LLC 1.32% Add +20.4% 10,855 $4.6M
CLG LLC 1.63% — 10,844 $4.6M
Castle Wealth Management LLC 1.80% Add +6.0% 10,841 $4.6M
Luts & Greenleigh Group, Inc. 4.51% Add +1.1% 10,839 $4.6M
Alta Wealth Advisors LLC 2.00% Add +3.6% 10,821 $4.6M
Ti-Trust, Inc. 3.05% Reduce -0.3% 10,815 $4.6M
Blue Sky Capital Consultants Group, Inc. 2.74% — 10,813 $4.6M
Sentinel Pension Advisors, LLC 0.84% Reduce -0.2% 10,805 $4.6M
Delphi Financial Group, Inc. 2.45% No change 10,800 $4.6M
Indiana Trust & Investment Management Co 1.55% Reduce -11.4% 10,791 $4.5M
Knightsbridge Asset Management, LLC 1.07% Add +2.0% 10,791 $4.5M
Crew Capital Management, Ltd 3.77% Add +2.3% 10,782 $4.5M
Falcon Wealth Planning 0.51% Add +5.1% 10,778 $4.5M
Conway Capital Management, Inc. 2.01% No change 10,775 $4.5M
South Plains Financial, Inc. 3.47% — 10,775 $4.5M
Samalin Investment Counsel, LLC 1.95% Add +1.1% 10,765 $4.5M
RW Investment Management LLC 0.55% Reduce -1.9% 10,748 $4.5M
BridgePort Financial Solutions, LLC 2.05% — 11,529 $4.5M
Financial Council, LLC 2.33% Reduce -0.3% 10,736 $4.5M
Campbell Wealth Management 0.41% Add +39.2% 10,724 $4.5M
Aull & Monroe Investment Management Corp 2.31% Reduce -7.8% 10,707 $4.5M
Oliver Lagore Vanvalin Investment Group 1.16% Add +1.2% 10,701 $4.5M
Alan B Lancz & Associates, Inc. 4.58% Reduce -14.2% 10,693 $4.5M
Shaker Investments LLC 1.89% Reduce -0.6% 10,692 $4.5M
Ellenbecker Investment Group 0.81% Add +1.6% 10,687 $4.5M
Foster Group, Inc. 0.17% Reduce -29.5% 10,667 $4.5M
Turn8 Private Wealth Inc. 3.20% — 10,660 $4.5M
Invenio Wealth Partners LLC 1.88% Add +2.4% 10,659 $4.5M
PCA Investment Advisory Services Inc. 2.08% Add +0.3% 10,640 $4.5M
Goldstein Advisors, LLC 0.65% Add +3.3% 10,639 $4.5M
Robinswood Financial LLC 1.69% Reduce -0.1% 10,634 $4.5M
Crowley Wealth Management, Inc. 3.95% — 10,631 $4.5M
Quad-Cities Investment Group, LLC 2.20% Add +0.5% 10,627 $4.5M
bLong Financial, LLC 3.69% — 10,627 $4.5M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.71% No change 10,625 $4.5M
Tsfg, LLC 0.92% Reduce -2.8% 10,621 $4.5M
Front Street Capital Management, Inc. 0.78% Reduce -1.5% 10,612 $4.5M
Baer Investment Advisory LLC 4.82% — 4,091 $4.5M
Perissos Private Wealth Management, LLC 3.34% Add +3.5% 10,605 $4.5M
Affinity Capital Advisors, LLC 0.84% Add +0.9% 10,544 $4.5M
Shum Financial Group, Inc. 3.85% Reduce -7.0% 10,564 $4.5M
Fairtree Asset Management (Pty) Ltd 4.26% — 10,562 $4.5M
HighVista Strategies LLC 1.66% Add +45.5% 10,558 $4.5M
Joseph Group Capital Management 1.75% Add +12.6% 10,553 $4.4M
Cascade Investment Advisors, Inc. 2.85% Reduce -0.9% 10,531 $4.4M
Insight Inv LLC 3.09% Add +10.1% 10,525 $4.4M
CKW Financial Group 0.55% Add +0.9% 10,516 $4.4M
Rational Advisors, Inc. 0.45% Reduce -6.6% 10,513 $4.4M
Gould Capital, LLC 3.07% Reduce -0.6% 10,476 $4.4M
Fi3 FINANCIAL ADVISORS, LLC 1.65% Add +5.0% 10,468 $4.4M
Financial Sense Advisors, Inc. 1.48% Reduce -0.1% 10,465 $4.4M
Gordian Advisors LLC 3.49% Add +0.7% 10,460 $4.4M
Arcataur Capital Management LLC 1.49% Reduce -0.1% 10,459 $4.4M
Patrick M Sweeney & Associates, Inc. 3.30% Reduce -0.3% 10,448 $4.4M
Keynote Financial Services LLC 3.40% Reduce -2.8% 10,446 $4.4M
Rialto Wealth Management, LLC 1.45% — 10,439 $4.4M
tru Independence LLC 1.38% Reduce -8.0% 10,425 $4.4M
First Bancorp, Inc 3.00% Reduce -2.7% 10,399 $4.4M
Riverview Trust Co 3.99% Reduce -0.7% 10,381 $4.4M
Access Financial Services, Inc. 1.94% Reduce -1.0% 10,352 $4.4M
Rf&l Wealth Management, LLC 3.08% No change 10,350 $4.4M
WR Wealth Planners, LLC 1.40% Reduce -8.0% 10,349 $4.4M
Washburn Capital Management, Inc. 2.70% Add +28.0% 10,334 $4.4M
Avantra Family Wealth, Inc. 4.07% — 10,331 $4.4M
FDx Advisors, Inc. 1.27% Reduce -4.4% 10,329 $4.4M
Bingham Private Wealth, LLC 4.62% — 10,312 $4.3M
Tortoise Investment Management, LLC 0.46% Add +3.2% 10,293 $4.3M
Hikari Tsushin, Inc. 0.31% No change 10,283 $4.3M
Strata Wealth Advisors, LLC 1.36% Add +0.4% 10,277 $4.3M
Pinion Investment Advisors, LLC 1.72% Add +3.3% 10,271 $4.3M
Prentice Wealth Management LLC 1.25% Reduce -1.4% 10,254 $4.3M
MADDEN SECURITIES Corp 1.73% Reduce -1.2% 10,242 $4.3M
LongView Wealth Management 1.32% Reduce -7.0% 10,238 $4.3M
Kapstone Financial Advisors LLC 2.30% Reduce -3.3% 9,754 $4.3M
MWA Asset Management 2.87% Reduce -0.3% 10,232 $4.3M
Cladis Investment Advisory, LLC 3.05% Reduce -7.3% 10,215 $4.3M
Focused Wealth Management, Inc 0.58% Add +0.0% 10,207 $4.3M
Landaas & Co. /Wi 1.19% Add +0.5% 10,206 $4.3M
Accuvest Global Advisors 6.00% Add +0.4% 10,097 $4.3M
PICTET BANK & TRUST Ltd 4.28% Add +3.3% 10,218 $4.3M
Independent Wealth Network Inc. 1.74% Add +6.4% 10,171 $4.3M
Elevate Capital Advisors, LLC 3.77% — 10,165 $4.3M
Keene & Associates, Inc. 3.44% Add +1.4% 10,151 $4.3M
RIA Advisory Group LLC 1.45% Add +44.6% 10,150 $4.3M
Lee Johnson Capital Management, LLC 2.26% Add +2.6% 10,144 $4.3M
1900 Wealth Management LLC 0.36% Add +3.0% 10,140 $4.3M
Canandaigua National Trust Co of Florida 3.33% Add +19.0% 10,135 $4.3M
Absoluto Partners Gestao de Recursos Ltda 4.89% Reduce -17.3% 10,126 $4.3M
Veltria Advisors Corp. 1.78% Reduce -2.0% 10,113 $4.3M
MinichMacGregor Wealth Management, LLC 0.88% Add +28.6% 10,105 $4.3M
Lumbard & Kellner, LLC 1.83% Add +5.7% 10,095 $4.3M
Mason & Associates Inc 1.00% Add +3.4% 10,092 $4.3M
Dunhill Financial, LLC 1.97% Add +48.3% 10,041 $4.2M
Landscape Capital Management, L.L.C. 0.45% Add +35.6% 10,028 $4.2M
Clarity Wealth Advisors, LLC 1.15% Reduce -0.3% 10,022 $4.2M
Laraway Financial Advisors Inc 3.25% Reduce -0.7% 10,017 $4.2M
Occudo Quantitative Strategies LP 0.76% Add +286.4% 10,009 $4.2M
Oak Asset Management, LLC 1.56% Add +1.5% 10,004 $4.2M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.28% Add +100.0% 10,000 $4.2M
Beacon Capital Management, LLC 0.55% Add +3.7% 9,997 $4.2M
Windmill Hill Asset Management Ltd 1.38% Add +17.4% 9,994 $4.2M
Libra Wealth LLC 1.64% Reduce -1.6% 9,991 $4.2M
Weaver Capital Management LLC 1.18% Add +7.0% 9,989 $4.2M
WINTON GROUP Ltd 0.28% Add +732.9% 9,987 $4.2M
PFW Advisors LLC 1.29% — 9,976 $4.2M
Cynosure Group, LLC 0.63% Reduce -20.6% 9,971 $4.2M
Satovsky Asset Management LLC 0.96% Reduce -8.4% 10,156 $4.2M
Arvin Capital Management LP 1.68% Reduce -47.4% 9,918 $4.2M
Opal Wealth Advisors, LLC 1.25% Add +7.6% 9,917 $4.2M
Davies Financial Advisors, Inc. 3.55% Reduce -2.3% 9,910 $4.2M
Aspire Private Capital, LLC 1.03% Add +11.0% 9,880 $4.2M
Beacon Financial Advisory LLC 1.35% Add +4.8% 9,869 $4.2M
Argyle Capital Partners, LLC 3.56% — 9,848 $4.2M
Stillwater Wealth Management Group 3.73% — 9,843 $4.1M
Eisler Capital Management Ltd. 0.14% — 9,904 $4.1M
Oxford Wealth Group, LLC 2.68% Add +3.6% 9,834 $4.1M
Lewis Asset Management, LLC 3.16% Reduce -17.1% 9,834 $4.1M
Charter Oak Capital Management, LLC 0.39% Add +2.1% 9,826 $4.1M
Rbo & Co. LLC 0.68% No change 9,826 $4.1M
Agp Franklin, LLC 2.52% — 9,815 $4.1M
Massachusetts Wealth Management 2.55% Reduce -0.8% 9,809 $4.1M
Tsai Capital Corp 3.01% Add +14.2% 9,797 $4.1M
NDVR, Inc. 3.95% Add +16.3% 9,794 $4.1M
M.D. Sass, LLC 0.32% No change 9,788 $4.1M
Providence First Trust Co 1.55% Reduce -25.0% 9,787 $4.1M
Legacy Capital Group California, Inc. 1.26% Reduce -27.4% 9,771 $4.1M
Vienna Asset Management LLC 2.78% Add +4.6% 9,761 $4.1M
Select Asset Management & Trust 1.59% Add +20.0% 9,758 $4.1M
Lodestar Private Asset Management LLC 0.51% Reduce -0.4% 9,751 $4.1M
Richard W. Paul & Associates, LLC 1.50% Add +2.1% 9,750 $4.1M
Game Creek Capital, LP 2.25% Reduce -1.0% 9,750 $4.1M
Shay Capital LLC 1.01% Add +489.1% 9,750 $4.1M
Mainsail Financial Group, LLC 2.38% Add +0.3% 9,744 $4.1M
Rappaport Reiches Capital Management, LLC 1.06% Add +0.2% 9,742 $4.1M
Firethorn Wealth Partners, LLC 2.04% Add +1.6% 9,735 $4.1M
Northwest Wealth Management, LLC 0.87% Add +14.6% 9,725 $4.1M
Apeiron RIA LLC 1.14% Add +4.1% 9,701 $4.1M
Three Seasons Wealth, LLC 1.99% Reduce -1.0% 9,685 $4.1M
Exchange Bank 3.28% Add +1.8% 9,676 $4.1M
Arlington Partners LLC 1.58% Add +15.3% 9,676 $4.1M
Diversified Investment Strategies, LLC 2.66% Reduce -5.7% 9,667 $4.1M
Integral Investment Advisors, Inc. 1.32% Add +0.0% 9,659 $4.1M
Entropy Technologies, LP 0.42% Reduce -67.0% 9,655 $4.1M
Clark Asset Management, LLC 0.76% Reduce -6.0% 9,645 $4.1M
Pennington Partners & Co., LLC 2.01% — 9,625 $4.1M
Northstar Financial Companies, Inc. 3.83% — 9,610 $4.1M
Astoria Portfolio Advisors LLC. 1.44% Add +10.3% 9,734 $4.0M
Accel Wealth Management 1.53% Reduce -0.8% 9,594 $4.0M
Clark Financial Services Group Inc. 3.09% Reduce -0.4% 9,572 $4.0M
Renasant Bank 2.61% Add +3.9% 9,556 $4.0M
American Institute for Advanced Investment Management, LLP 3.00% Reduce -1.0% 9,554 $4.0M
New Wave Wealth Advisors LLC 1.65% Reduce -4.6% 9,552 $4.0M
Garner Asset Management Corp 1.83% Reduce -0.1% 9,546 $4.0M
LWM Advisory Services, LLC 2.79% Reduce -8.5% 9,523 $4.0M
Pullen Investment Management, LLC 2.60% Reduce -1.1% 9,504 $4.0M
Signature Wealth Management Partners, LLC 2.75% Add +0.1% 9,502 $4.0M
Burns Matteson Capital Management, LLC 2.25% Add +7.0% 9,501 $4.0M
Olstein Capital Management, L.P. 0.70% No change 9,500 $4.0M
Pathway Financial Advisers, LLC 1.34% Add +2.1% 9,494 $4.0M
Prospect Financial Services LLC 2.19% Add +1.0% 9,486 $4.0M
Permanens Capital L.P. 0.76% No change 9,483 $4.0M
Lakehouse Capital Pty Ltd 2.69% No change 9,472 $4.0M
Cross Staff Investments Inc 2.78% Add +0.7% 9,466 $4.0M
Advance Capital Management, Inc. 0.18% Add +0.9% 9,452 $4.0M
MKT Advisors LLC 1.73% Add +11.0% 9,280 $4.0M
Midwest Financial Group LLC 2.29% Add +0.7% 9,442 $4.0M
Bain Capital Public Equity, LP 2.65% Reduce -17.8% 9,438 $4.0M
SLT Holdings LLC 3.85% — 9,424 $4.0M
Southland Equity Partners LLC 0.92% Add +7.3% 9,423 $4.0M
Oak Thistle LLC 1.18% Add +830.6% 9,418 $4.0M
Pointe Capital Management LLC 2.28% Reduce -0.5% 9,404 $4.0M
Seneschal Advisors, LLC 3.31% — 9,397 $4.0M
Well Done, LLC 0.72% No change 9,187 $4.0M
Caldwell Sutter Capital, Inc. 1.84% Reduce -2.9% 9,376 $4.0M
Cardinal Strategic Wealth Guidance 1.26% Add +3.2% 9,367 $3.9M
Darwin Wealth Management, LLC 1.33% Reduce -21.1% 9,360 $3.9M
VERITY Wealth Advisors 2.84% No change 9,345 $3.9M
Global Strategic Investment Solutions, LLC 0.46% Add +0.4% 9,339 $3.9M
Alliance Wealth Advisors, LLC 2.25% Reduce -0.4% 9,329 $3.9M
Pring Turner Capital Group Inc. 2.63% Reduce -3.8% 9,307 $3.9M
Forefront Wealth Partners, LLC 2.92% — 9,307 $3.9M
Goepper Burkhardt LLC 1.59% Reduce -0.8% 9,299 $3.9M
HT Partners LLC 1.33% Reduce -0.1% 9,296 $3.9M
Berkeley, Inc 2.02% Reduce -50.0% 9,281 $3.9M
Atala Financial Inc 2.75% — 9,280 $3.9M
Novus Advisors, LLC 3.90% — 9,280 $3.9M
LJI Wealth Management, LLC 0.77% Add +1.3% 9,274 $3.9M
Glynn Capital Management LLC 0.92% Add +0.2% 9,269 $3.9M
Fiduciary Financial Group, LLC 0.86% Add +4.2% 9,309 $3.9M
May Hill Capital, LLC 1.51% — 9,248 $3.9M
Sterling Investment Management, LLC 3.06% Reduce -1.3% 9,241 $3.9M
Palisades Hudson Asset Management, L.P. 1.64% Reduce -0.2% 9,216 $3.9M
Sunbeam Capital Management, LLC 3.61% — 9,215 $3.9M
Park Square Financial Group, LLC 2.68% — 9,210 $3.9M
Affinity Investment Advisors, LLC 3.23% Reduce -3.0% 9,200 $3.9M
Lynx Investment Advisory 2.64% Add +0.6% 9,166 $3.9M
Trust Co 0.44% Add +55.1% 9,155 $3.9M
Reliant Investment Partners, LLC 3.42% — 9,154 $3.9M
Tarbox Family Office, Inc. 0.64% Reduce -0.4% 9,147 $3.9M
Salvus Wealth Management, LLC 2.46% Add +7.0% 9,134 $3.8M
Barden Capital Management, Inc. 3.30% Add +3.0% 9,126 $3.8M
Werba Rubin Papier Wealth Management 0.91% Reduce -0.4% 9,124 $3.8M
Proactive Wealth Strategies LLC 2.00% Add +3.9% 9,102 $3.8M
Graham Capital Management, L.P. 0.19% Reduce -84.5% 9,101 $3.8M
Patriot Investment Management Group, Inc. 0.29% Reduce -4.2% 9,101 $3.8M
CoreFirst Bank & Trust 2.28% Reduce -0.6% 9,100 $3.8M
Safeguard Investment Advisory Group, LLC 1.05% Add +2.9% 9,067 $3.8M
Flaharty Asset Management, LLC 0.56% Reduce -1.9% 9,057 $3.8M
Mayport, LLC 1.12% Reduce -4.0% 9,056 $3.8M
Minot DeBlois Advisors LLC 3.48% — 9,039 $3.8M
17 Capital Partners, LLC 2.41% Add +1.5% 9,025 $3.8M
Sanchez Wealth Management Group 1.04% Add +871.8% 9,009 $3.8M
Legacy Capital Wealth Partners, LLC 0.94% Add +4.1% 9,009 $3.8M
Breed's Hill Capital LLC 1.99% Add +109.4% 9,003 $3.8M
Provident Trust Co. 0.07% No change 8,994 $3.8M
Platinum Investment Management Ltd. 0.22% No change 8,989 $3.8M
Dechtman Wealth Management, LLC 0.73% Reduce -0.1% 8,985 $3.8M
Kelly Financial Group LLC 1.35% — 8,976 $3.8M
Heritage Family Offices, LLP 1.89% Add +22.2% 8,968 $3.8M
Fidelity D & D Bancorp Inc. 2.52% Add +10.6% 8,967 $3.8M
Beirne Wealth Consulting Services, LLC 1.36% No change 8,966 $3.8M
Retirement Planning Co of New England, Inc. 1.83% Add +2.5% 8,965 $3.8M
DMC Group, LLC 3.07% Add +2.5% 8,947 $3.8M
Operose Advisors LLC 1.29% Add +23.1% 8,944 $3.8M
Wagner Wealth Management, LLC 0.97% Add +4.0% 8,930 $3.8M
Capitol Family Office, Inc. 5.02% Reduce -3.4% 8,927 $3.8M
Warren Street Wealth Advisors, LLC 1.54% Add +2.7% 8,925 $3.8M
Wealth Quarterback LLC 1.77% Reduce -5.4% 8,922 $3.8M
Eagle Bluffs Wealth Management LLC 2.02% Reduce -1.8% 8,918 $3.8M
Intrinsic Value Partners, LLC 3.77% No change 8,914 $3.8M
Norris Financial Group, LLC 1.76% Reduce -3.0% 8,906 $3.8M
Generation Capital Management LLC 3.21% — 8,891 $3.7M
Droms Strauss Advisors Inc. /Mo/ 1.22% Reduce -5.9% 8,881 $3.7M
One Day In July LLC 0.39% Reduce -4.5% 8,873 $3.7M
Dynamic Technology Lab Private Ltd 0.60% Add +73.5% 8,851 $3.7M
Victory Financial Group, LLC 0.98% — 8,838 $3.7M
Legacy Financial Strategies, LLC 0.80% Add +3.6% 8,878 $3.7M
Baron Wealth Management LLC 1.75% Add +2.4% 8,814 $3.7M
Whipplewood Advisors, LLC 2.11% — 8,808 $3.7M
Ellis Investment Partners, LLC 0.73% Reduce -4.8% 8,806 $3.7M
Sterneck Capital Management, LLC 2.00% Add +2.6% 8,800 $3.7M
Pacific Global Investment Management Co. 4.77% Reduce -88.8% 8,800 $3.7M
Delta Capital Management LLC 2.15% Reduce -0.2% 8,800 $3.7M
Arbor Investment Advisors, LLC 0.52% Reduce -3.3% 8,792 $3.7M
Foresight Capital Management Advisors, Inc. 2.17% Add +10.9% 8,773 $3.7M
Tributary Capital Management, LLC 0.29% Reduce -4.5% 8,764 $3.7M
Tealwood Asset Management Inc. 1.53% Add +45.0% 8,749 $3.7M
Wescott Financial Advisory Group, LLC 0.38% Add +12.5% 8,749 $3.7M
Paces Ferry Wealth Advisors, LLC 1.79% Add +1.8% 8,735 $3.7M
West Paces Advisors Inc. 0.90% Add +1.2% 8,730 $3.7M
49 Wealth Management, LLC 0.52% Reduce -3.5% 8,728 $3.7M
Southern Capital Advisors, LLC 2.03% Add +3.5% 8,725 $3.7M
WMG Financial Advisors, LLC 1.58% Add +5.2% 8,723 $3.7M
PMG Wealth Management, Inc. 3.35% — 8,720 $3.7M
FWG Holdings, LLC 1.76% Add +1.1% 8,939 $3.7M
Westhampton Capital, LLC 1.87% Add +0.1% 8,694 $3.7M
Guerra Pan Advisors, LLC 2.65% Add +7.1% 8,689 $3.7M
Requisite Capital Management, LLC 0.75% New 8,687 $3.7M
Indie Asset Partners, LLC 2.88% Reduce -13.2% 8,686 $3.7M
Haven Capital Group, Inc. 3.43% — 8,658 $3.6M
Legato Capital Management LLC 0.48% Reduce -45.1% 8,651 $3.6M
Heritage Financial Services, LLC 0.48% Add +6.1% 8,651 $3.6M
Montis Financial, LLC 1.13% Add +13.6% 8,647 $3.6M
PUREfi Wealth, LLC 3.56% — 8,643 $3.6M
Ifrah Financial Services, Inc. 1.01% Reduce -0.1% 8,643 $3.6M
Blue Square Asset Management, LLC 1.81% Add +2.1% 8,639 $3.6M
New Covenant Trust Company, N.A. 3.61% Reduce -2.9% 8,569 $3.6M
Cannon Advisors, Inc. 3.09% Reduce -8.1% 8,635 $3.6M
Milestone Asset Management, LLC 0.80% Reduce -1.2% 8,626 $3.6M
Abacus Wealth Partners, LLC 0.54% Reduce -5.3% 8,626 $3.6M
Legacy Financial Group LLC 0.59% New 8,625 $3.6M
City of London Investment Management Co. Ltd. 0.36% Reduce -48.8% 8,625 $3.6M
Sheets Smith Investment Management 3.08% — 8,621 $3.6M
Rede Wealth, LLC 1.39% Reduce -0.1% 8,613 $3.6M
Sunburst Financial Group, LLC 0.90% Reduce -3.5% 8,611 $3.6M
Strategic Family Wealth Counselors, L.L.C. 1.18% Add +12.0% 8,600 $3.6M
Criterion Capital Advisors, LLC 2.28% No change 8,106 $3.6M
Oliver Luxxe Assets LLC 0.65% No change 8,402 $3.6M
Atom Investors LP 0.45% Reduce -76.5% 8,561 $3.6M
Hilltop Partners LLC 1.23% Add +8.3% 8,552 $3.6M
Summit Financial Wealth Advisors, LLC 0.70% Reduce -0.6% 8,762 $3.6M
Partnership Wealth Management, LLC 3.00% Add +4.1% 8,540 $3.6M
IAM Advisory, LLC 0.91% Reduce -0.9% 8,540 $3.6M
Firestone Capital Management 0.89% Reduce -0.7% 8,539 $3.6M
Faithward Advisors, LLC 0.61% Reduce -19.7% 8,529 $3.6M
Activest Wealth Management 1.00% Add +5.8% 8,526 $3.6M
VELA Investment Management, LLC 1.23% No change 8,508 $3.6M
Barrett & Company, Inc. 1.51% Add +0.4% 8,505 $3.6M
Fortitude Family Office, LLC 1.28% Add +25.2% 8,502 $3.6M
Mascoma Wealth Management LLC 0.90% Add +26.6% 8,483 $3.6M
Twin Lakes Capital Management, LLC 2.29% Add +0.1% 8,476 $3.6M
Riverpark Capital Management LLC 6.24% Add +4.9% 8,471 $3.6M
Vigilare Wealth Management 1.45% Add +0.0% 8,469 $3.6M
Almanack Investment Partners, LLC. 0.55% Add +1.7% 8,466 $3.6M
Wilson & Boucher Capital Management, LLC 2.53% Reduce -1.6% 8,459 $3.6M
Evergreen Wealth Management, LLC 2.10% Add +1.9% 8,440 $3.6M
Elwood & Goetz Wealth Advisory Group, LLC 0.87% Reduce -0.0% 8,437 $3.6M
Abel Hall, LLC 2.27% Add +4.2% 8,434 $3.6M
Nicholas Wealth, LLC. 1.93% Add +8.8% 8,518 $3.6M
Safeguard Financial, LLC 0.77% Add +4.1% 8,427 $3.6M
Napatree Capital LLC 2.09% Add +11.2% 8,425 $3.6M
Verity Asset Management, Inc. 2.00% Reduce -48.8% 8,425 $3.5M
Ariadne Wealth Management, LP 1.62% Add +6.8% 8,603 $3.5M
Outlook Wealth Advisors, LLC 1.02% Add +5.0% 8,404 $3.5M
Precedent Wealth Partners, LLC 1.15% Add +0.5% 8,390 $3.5M
D. Scott Neal, Inc. 1.94% No change 8,386 $3.5M
West Bancorporation Inc. 2.32% Reduce -4.4% 8,382 $3.5M
Fjell Capital, LLC 3.65% — 8,374 $3.5M
Boomfish Wealth Group, LLC 2.14% Add +2.2% 8,374 $3.5M
Quantum Portfolio Management LLC 1.89% Add +15.3% 8,373 $3.5M
Summit Wealth & Retirement Planning, Inc. 1.09% Add +13.8% 8,369 $3.5M
Farrell Financial LLC 2.52% Add +0.1% 8,356 $3.5M
Coastwise Capital Group, LLC 2.81% Add +8.6% 8,353 $3.5M
Northern Financial Advisors Inc 2.81% Reduce -3.2% 8,352 $3.5M
Triumph Capital Management 1.20% Reduce -14.7% 8,347 $3.5M
Fonville Wealth Management LLC 1.16% Reduce -2.7% 8,332 $3.5M
Keyvantage Wealth, LLC 2.51% — 8,332 $3.5M
Coston, McIsaac & Partners 1.04% Reduce -30.0% 8,334 $3.5M
Capital Advisory Group Advisory Services, LLC 1.26% Reduce -3.6% 8,316 $3.5M
Baker Boyer National Bank 1.21% Add +7.9% 8,309 $3.5M
Seelaus Asset Management LLC 3.25% Reduce -2.4% 8,308 $3.5M
FSB Premier Wealth Management, Inc. 1.40% Add +6.0% 8,306 $3.5M
Rakuten Securities, Inc. 1.38% Reduce -12.9% 8,293 $3.5M
High Falls Advisors, Inc 0.81% Reduce -1.6% 8,291 $3.5M
Camarda Financial Advisors, LLC 1.31% Add +4.6% 8,280 $3.5M
Pilgrim Partners Asia Pte Ltd 3.04% — 8,280 $3.5M
LSP Investment Advisors, LLC 2.44% No change 8,280 $3.5M
Red Wave Investments LLC 1.22% Reduce -10.2% 8,278 $3.5M
Capital Management Associates, Inc 1.31% Add +3.4% 8,276 $3.5M
Brendel Financial Advisors LLC 2.11% Add +3.9% 8,276 $3.5M
Atlatl Advisers LLC 2.04% — 8,272 $3.5M
Neo Ivy Capital Management 0.70% Reduce -9.4% 8,271 $3.5M
Running Point Capital Advisors, LLC 1.19% Add +5.5% 8,266 $3.5M
Aletheian Wealth Advisors LLC 2.06% Add +1.2% 8,264 $3.5M
Walker Financial Services, Inc. 2.02% Reduce -1.1% 8,256 $3.5M
Islay Capital Management, LLC 2.43% Reduce -4.3% 8,254 $3.5M
Monte Financial Group, LLC 1.49% Reduce -2.5% 8,234 $3.5M
Fairscale Capital, LLC 2.99% Add +0.0% 8,229 $3.5M
Integrity Financial Corp 1.99% Reduce -12.5% 8,213 $3.5M
Rossby Financial, LCC 2.19% — 8,207 $3.5M
Petros Family Wealth, LLC 3.74% — 8,207 $3.5M
Howard Bailey Securities, LLC 1.28% Add +3.8% 8,176 $3.4M
St. Nicholas Private Asset Management, Inc. 3.08% — 8,170 $3.4M
Willner & Heller, LLC 3.01% Add +2.0% 8,165 $3.4M
Morey & Quinn Wealth Partners, LLC 2.92% — 8,159 $3.4M
Sterling Investment Counsel, LLC 2.27% Reduce -51.7% 8,151 $3.4M
Wealthedge Investment Advisors, LLC 1.55% — 8,146 $3.4M
Southern Style Financial, Inc. 2.78% — 8,125 $3.4M
Verum Partners LLC 0.99% Add +0.3% 8,137 $3.4M
Cora Capital Advisors LLC 1.65% Reduce -3.0% 8,135 $3.4M
Swisher Financial Concepts, Inc. 4.04% Reduce -17.3% 8,132 $3.4M
Birch Financial Group, LLC 3.85% — 8,122 $3.4M
Leigh Baldwin & Co., LLC 2.88% — 8,113 $3.4M
TPG Advisors LLC 2.67% Add +1.7% 8,109 $3.4M
S. R. Schill & Associates 2.86% Add +2.9% 8,101 $3.4M
Up Strategic Wealth Investment Advisors LLC 3.41% Add +32.9% 8,083 $3.4M
Aldebaran Financial Inc. 3.98% Add +4.6% 8,017 $3.4M
PKS Advisory Services, LLC 0.85% — 8,049 $3.4M
Advyzon Investment Management, LLC 1.31% — 8,034 $3.4M
Silvia McColl Wealth Management, LLC 2.54% Reduce -0.0% 8,028 $3.4M
New Capital Management LP 0.99% Reduce -3.1% 8,014 $3.4M
Rockbridge Investment Management, LCC 0.43% Reduce -0.7% 8,010 $3.4M
Dale Q Rice Investment Management Ltd 1.48% — 8,008 $3.4M
Davidson Capital Management Inc. 0.89% Add +4.9% 8,007 $3.4M
MPS Loria Financial Planners, LLC 1.00% Add +5.2% 8,005 $3.4M
Gruss & Co., LLC 14.40% Add +166.7% 8,000 $3.4M
Forest Hill Capital, LLC 2.61% No change 8,000 $3.4M
Moment Partners, LLC 0.64% — 7,995 $3.4M
Sherman Asset Management, Inc. 3.08% — 7,991 $3.4M
Compass Investment Advisers LLC 9.78% — 7,988 $3.4M
Hill Island Financial LLC 0.98% Add +1.2% 7,986 $3.4M
NCP Inc. 1.73% Add +2.6% 7,984 $3.4M
Kohmann Bosshard Financial Services, LLC 0.40% Reduce -7.7% 7,976 $3.4M
Grace & White Inc. 0.64% No change 7,975 $3.4M
Baring Financial LLC 2.99% — 7,964 $3.4M
Willis Johnson & Associates, Inc. 0.26% Reduce -15.5% 7,963 $3.4M
First National Corp. /Ma/ 0.76% Add +2.7% 7,960 $3.4M
Correct Capital Wealth Management 0.67% Add +1.8% 7,953 $3.4M
Legacy Bridge, LLC 1.75% No change 7,951 $3.4M
Gallagher Fiduciary Advisors, LLC 0.65% Add +38.5% 7,928 $3.3M
Secured Retirement Advisors, LLC 1.91% Add +3.5% 7,922 $3.3M
Heartwood Wealth Advisors LLC 0.38% Add +1.0% 7,912 $3.3M
Matauro, LLC 0.72% — 7,898 $3.3M
Alexander Randolph Advisory, Inc. 3.09% Reduce -3.4% 7,897 $3.3M
West Wealth Group, LLC 0.99% Add +11.3% 7,886 $3.3M
New Insight Wealth Advisors 1.66% Add +4.2% 7,883 $3.3M
Riverbend Wealth Management, LLC 2.96% — 7,850 $3.3M
Balefire, LLC 1.13% Reduce -4.5% 7,922 $3.3M
Farrow Financial, Inc. 2.15% Add +1.8% 7,804 $3.3M
Cherry Tree Wealth Management, LLC 0.82% Reduce -0.7% 7,850 $3.3M
Round Hill Asset Management 2.33% Reduce -0.3% 7,846 $3.3M
Tevis Investment Management 2.45% Add +0.9% 7,831 $3.3M
BluePointe Capital Management, LLC 1.89% Add +39.6% 7,827 $3.3M
Sutton Place Investors LLC 1.91% Add +4.9% 7,822 $3.3M
Helium Advisors LLC 2.61% — 7,817 $3.3M
Merrion Investment Management Co, LLC 2.29% Reduce -0.5% 7,796 $3.3M
Berkshire Money Management, Inc. 0.36% New 7,795 $3.3M
Goldstone Financial Group, LLC 0.51% Add +5.8% 7,788 $3.3M
Paragon Financial Partners, Inc. 2.47% Reduce -14.7% 7,786 $3.3M
Pacific Asset Management, LLC 3.08% — 7,786 $3.3M
Thrive Capital Management, LLC 1.50% Add +31.6% 7,769 $3.3M
Carson Advisory Inc. 2.28% Reduce -22.1% 7,768 $3.3M
Power Wealth Management LLC 1.37% Reduce -2.2% 7,765 $3.3M
REDW Wealth LLC 1.14% Reduce -33.2% 7,759 $3.3M
PCG Asset Management, LLC 2.87% — 7,750 $3.3M
Dimension Capital Management LLC 0.53% Add +0.9% 7,748 $3.3M
Clear Street Derivatives LLC 0.04% Reduce -68.9% 7,744 $3.3M
Park Edge Advisors, LLC 0.95% Add +4.3% 7,742 $3.3M
Catherine Avery Investment Management LLC 2.88% — 7,734 $3.3M
Townsend & Associates, Inc 0.33% No change 7,600 $3.3M
Rosenberg Matthew Hamilton 0.85% Reduce -1.7% 7,723 $3.3M
Pettinga Financial Advisors LLC 0.74% Reduce -0.4% 7,720 $3.3M
Hutchens & Kramer Investment Management Group, LLC 1.77% Reduce -1.0% 7,714 $3.3M
MRP Capital Investments, LLC 2.96% Reduce -0.7% 7,702 $3.2M
Cutter & CO Brokerage, Inc. 0.79% Reduce -2.6% 7,700 $3.2M
Glass Jacobson Investment Advisors llc 1.07% Add +0.1% 7,697 $3.2M
Amiral Gestion 2.05% — 7,695 $3.2M
Grange Capital, LLC 3.40% — 7,694 $3.2M
Lion Street Advisors, LLC 1.03% Add +3.0% 7,669 $3.2M
Gould Asset Management LLC 0.68% Reduce -0.1% 7,666 $3.2M
DecisionMap Wealth Management, LLC 2.56% — 7,650 $3.2M
East Coast Asset Management, LLC. 1.08% Reduce -0.0% 7,641 $3.2M
Old North State Wealth Management, LLC 1.81% Reduce -0.8% 7,620 $3.2M
Truxt Investmentos Ltda. 5.21% Reduce -70.7% 7,572 $3.2M
Symphony Financial Services, Inc. 2.58% Reduce -20.3% 7,613 $3.2M
Capstone Wealth Management Group, LLC 1.72% Add +12.2% 7,619 $3.2M
Granite Harbor Advisors, Inc. 1.78% Add +2.0% 7,617 $3.2M
Proquility Private Wealth Partners, LLC 1.03% Add +1.8% 7,611 $3.2M
Members Wealth LLC 2.40% — 7,842 $3.2M
Pine Ridge Advisers LLC 0.29% No change 7,610 $3.2M
Alhambra Investment Management LLC 1.64% Add +0.0% 7,602 $3.2M
Octahedron Capital Management L.P. 3.04% New 7,600 $3.2M
Mascagni Wealth Management, Inc. 3.19% — 8,533 $3.2M
Grant/GrossMendelsohn, LLC 1.67% Reduce -44.3% 7,593 $3.2M
Detalus Advisors, LLC 1.05% Add +1.6% 7,590 $3.2M
Lakewood Asset Management LLC 2.20% Add +0.0% 7,580 $3.2M
CastleKnight Management LP 0.37% Add +85.8% 7,580 $3.2M
DecisionPoint Financial, LLC 0.97% Reduce -0.2% 7,565 $3.2M
Obsidian Cio, LLC 0.58% Add +27.9% 7,559 $3.2M
Meridian Wealth Partners, LLC 0.48% Add +1.1% 7,546 $3.2M
Johnson Bixby & Associates, LLC 0.49% Reduce -14.8% 7,545 $3.2M
First National Bank Sioux Falls 1.35% Add +18.9% 7,540 $3.2M
Kintra Wealth, LLC 2.21% Add +6.3% 7,518 $3.2M
Truepoint, Inc. 0.08% Reduce -0.4% 7,505 $3.2M
SJS Investment Consulting Inc. 0.55% Reduce -4.7% 7,499 $3.2M
NorthStar Asset Management LLC 2.01% Reduce -3.3% 7,499 $3.2M
Walled Lake Planning & Wealth Management, LLC 1.18% Add +2.2% 7,497 $3.2M
Whalen Wealth Management Inc. 2.19% Reduce -18.1% 7,494 $3.2M
Oder Investment Management, LLC 2.63% Reduce -1.5% 7,491 $3.2M
Kaizen Financial Strategies 1.79% Add +1.2% 7,483 $3.2M
CMG Global Holdings, LLC 1.74% Reduce -1.3% 7,067 $3.2M
Gill Capital Partners, LLC 1.13% Add +4.1% 7,471 $3.1M
Heritage Wealth Partners, LLC 3.94% Add +8.8% 7,456 $3.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.47% Add +0.5% 7,452 $3.1M
Schorn Wealth LLC 1.02% Reduce -1.0% 7,452 $3.1M
Everest Private Wealth 2.77% — 7,449 $3.1M
Peoples Bank 1.85% Reduce -22.1% 7,445 $3.1M
Keeler Thomas Management LLC 1.12% Add +2.0% 7,440 $3.1M
Motive Wealth Advisors 1.68% Add +11.6% 7,428 $3.1M
Geneva Capital Management LLC 0.05% Reduce -6.7% 7,412 $3.1M
Advisory Resource Group 0.66% Add +3.7% 7,407 $3.1M
Riversedge Advisors, LLC 0.71% Add +8.1% 7,402 $3.1M
Sunflower Bank, N.A. 0.87% Add +1.8% 7,394 $3.1M
GK Wealth Management LLC 3.94% — 7,379 $3.1M
Acima Private Wealth, LLC 1.04% No change 7,357 $3.1M
Genesee Capital Advisors, LLC 1.44% Reduce -1.4% 7,354 $3.1M
Paradigm Asset Management Co. LLC 0.85% Reduce -42.4% 7,350 $3.1M
Tolleson Wealth Management, Inc. 0.64% Add +33.5% 7,350 $3.1M
Leibman Financial Services, Inc. 2.26% Reduce -25.1% 7,344 $3.1M
Creekmur Asset Management LLC 0.71% Add +1.4% 7,343 $3.1M
First Citizens Financial Corp 1.68% Add +1.3% 7,338 $3.1M
TD Capital Management LLC 0.31% Add +1.3% 7,337 $3.1M
Wincap Financial LLC 3.15% — 7,332 $3.1M
Collective Family Office LLC 0.85% Add +0.8% 7,332 $3.1M
Prentiss Smith & Co. Inc. 2.02% Reduce -13.2% 7,318 $3.1M
Private Capital Management, LLC 0.33% Add +14.0% 7,281 $3.1M
Resolute Wealth Strategies, LLC 1.58% Add +3.4% 7,277 $3.1M
Tillman Hartley LLC 0.88% Add +14.9% 7,272 $3.1M
VestGen Investment Management 0.84% Add +6.2% 7,262 $3.1M
FF Advisors,LLC 2.10% Reduce -1.2% 6,842 $3.1M
Birchcreek Wealth Management, LLC 1.92% Reduce -8.8% 7,245 $3.1M
Cranbrook Wealth Management, LLC 0.71% No change 7,243 $3.1M
Meridian Financial Advisors, LLC 2.11% Reduce -8.8% 7,242 $3.1M
Littlejohn Financial Services, Inc. 2.73% — 7,237 $3.1M
Lansing Street Advisors 1.06% Add +6.8% 7,236 $3.1M
IRON Financial LLC 1.71% Reduce -1.2% 7,234 $3.0M
Conscious Wealth Investments, LLC 2.07% Add +1.7% 7,106 $3.0M
Sage Private Wealth Group, LLC 2.29% Add +1.4% 7,227 $3.0M
Morangie Management LLC 2.48% — 7,221 $3.0M
Vivid Wealth Management, LLC 1.54% Add +3.4% 7,220 $3.0M
Paladin Wealth, LLC 2.62% Add +15.8% 7,206 $3.0M
Aua Capital Management, LLC 1.95% Reduce -9.5% 7,206 $3.0M
BankPlus Wealth Management LLC 2.26% — 7,204 $3.0M
KOM Wealth Management Group, LLC 2.24% Reduce -2.3% 7,203 $3.0M
Legacy Financial Group, Inc. 0.98% Add +13.1% 7,203 $3.0M
Taylor Financial Group, Inc. 2.10% No change 7,199 $3.0M
Silverleafe Capital Partners, LLC 0.96% Add +0.4% 7,192 $3.0M
Milestone Asset Management Group, LLC 2.71% — 7,191 $3.0M
Altiora Financial Group, LLC 0.66% Add +7.8% 7,190 $3.0M
Human Investing LLC 0.54% Reduce -3.3% 7,190 $3.0M
Gerber, LLC 2.20% Reduce -0.1% 7,150 $3.0M
Wallace Advisory Group, LLC 2.08% Reduce -5.9% 7,001 $3.0M
STAR Financial Bank 2.17% Reduce -19.5% 7,146 $3.0M
BOS Asset Management, LLC 1.08% Reduce -4.4% 7,140 $3.0M
Defined Financial Planning LLC 3.21% — 7,130 $3.0M
Medallion Wealth Advisors, LLC 1.49% — 7,281 $3.0M
Piar LLC 2.96% — 7,121 $3.0M
N.E.W. Advisory Services LLC 0.28% Reduce -5.7% 7,118 $3.0M
Legacy Advisory Services, LLC 2.56% Reduce -21.8% 7,110 $3.0M
Aspen Wealth Strategies, LLC 1.92% Add +0.7% 7,104 $3.0M
Cornerstone Select Advisors, LLC 2.88% — 7,097 $3.0M
SFG Wealth Management, LLC. 1.57% Add +0.7% 7,095 $3.0M
Syntax Research, Inc. 2.14% Add +0.0% 7,088 $3.0M
MBB Public Markets I LLC 0.35% Add +1024.8% 7,086 $3.0M
Spectrum Strategic Capital Management, LLC 1.88% Add +1.8% 7,078 $3.0M
Onyx Financial Advisors, LLC 1.63% Reduce -1.3% 7,053 $3.0M
Vantage Financial Partners, LLC 0.74% Reduce -1.5% 7,050 $3.0M
Triton Wealth Management, PLLC 1.52% Add +4.2% 7,052 $3.0M
Measured Wealth Private Client Group, LLC 0.96% Add +0.2% 7,023 $3.0M
Guerra Advisors Inc 1.64% — 7,013 $3.0M
Braun-Bostich & Associates Inc. 2.13% Reduce -0.4% 7,012 $3.0M
Wintrust Investments LLC 2.60% Reduce -3.4% 6,998 $3.0M
Galilei Investment Office LLP 1.49% — 6,985 $2.9M
Cassady Schiller Wealth Management, LLC 1.08% Reduce -3.9% 6,975 $2.9M
MBA Advisors LLC 1.49% Reduce -22.9% 6,973 $2.9M
Waycross Investment Management Co 3.09% Add +0.1% 6,972 $2.9M
BigSur Wealth Management LLC 0.84% Add +0.5% 6,970 $2.9M
Precision Wealth Strategies, LLC 2.27% Add +30.9% 6,964 $2.9M
Jessup Wealth Management, Inc 1.25% Add +4.1% 6,961 $2.9M
WealthCare Investment Partners, LLC 1.27% Add +5.3% 6,966 $2.9M
Alpha DNA Investment Management LLC 1.59% Reduce -22.7% 6,916 $2.9M
Davidson Kahn Capital Management, LLC 2.70% — 6,914 $2.9M
Ninepoint Partners LP 0.46% Reduce -17.2% 6,909 $2.9M
Values Added Financial LLC 1.68% Add +6.2% 6,908 $2.9M
Brooktree Capital Management 2.15% No change 6,889 $2.9M
Eldridge Investment Advisors, Inc. 0.67% Reduce -8.2% 6,880 $2.9M
Private Management Group Inc. 0.10% Add +1.8% 6,867 $2.9M
Sage Capital Management, LLC 1.46% Reduce -7.1% 6,863 $2.9M
Navalign, LLC 0.85% Add +0.1% 6,862 $2.9M
Murphy & Mullick Capital Management Corp 2.66% — 6,858 $2.9M
PCG Wealth Advisors, LLC 1.07% Add +2.8% 6,850 $2.9M
Portolan Capital Management, LLC 0.19% Add +23.6% 6,848 $2.9M
Lebenthal Global Advisors, LLC 0.53% Add +6.4% 6,843 $2.9M
Watershed Private Wealth LLC 1.12% Reduce -7.6% 6,828 $2.9M
NRI Wealth Management LC 1.98% — 6,816 $2.9M
Kelly Lawrence W & Associates Inc. 0.68% No change 6,810 $2.9M
Argus Investors' Counsel, Inc. 1.92% Reduce -6.7% 6,808 $2.9M
Nia Impact Advisors, LLC 0.93% Reduce -2.8% 6,804 $2.9M
WestHill Financial Advisors, Inc. 0.64% Reduce -1.4% 6,801 $2.9M
AllSquare Wealth Management LLC 1.65% Add +1.5% 6,799 $2.9M
Whelan Financial 1.13% Add +66.3% 6,793 $2.9M
Cooper/Haims Advisors, LLC 1.62% Reduce -1.7% 6,787 $2.9M
Westshore Wealth, LLC 1.16% Add +0.1% 6,778 $2.9M
Summit Wealth Partners, LLC 0.59% Add +13.5% 6,774 $2.9M
Kirtland Hills Capital Management, LLC 1.83% Add +25.8% 6,770 $2.9M
Sharkey, Howes & Javer 0.40% Add +4.0% 6,767 $2.9M
Parkside Advisors LLC 0.67% Reduce -0.4% 6,765 $2.9M
Hara Capital LLC 1.80% Reduce -27.5% 6,762 $2.9M
FOCUS Wealth Advisors, LLC 1.51% Reduce -0.2% 6,757 $2.8M
RVW Wealth, LLC 0.27% Add +1.2% 6,754 $2.8M
Ted Buchan & Co 1.34% Add +13.1% 6,752 $2.8M
Acorn Creek Capital LLC 1.46% Add +0.5% 6,752 $2.8M
Ulland Investment Advisors, LLC 1.96% Add +7.5% 6,742 $2.8M
Retirement Capital Strategies 1.07% Reduce -0.5% 6,732 $2.8M
Talisman Wealth Advisors LLC 3.01% Reduce -0.4% 6,730 $2.8M
Park Capital Management, LLC / WI 3.39% — 6,728 $2.8M
Nabity-Jensen Investment Management Inc 2.14% Add +3.6% 6,728 $2.8M
Northern Capital Management, Inc. 1.74% Reduce -2.8% 6,728 $2.8M
Kennon-Green & Company, LLC 2.45% Reduce -2.9% 6,719 $2.8M
Horan Securities, Inc. 1.07% Add +1.6% 6,706 $2.8M
Rothschild Wealth LLC 0.82% Add +3.2% 6,692 $2.8M
Intrepid Financial Planning Group LLC 1.19% Reduce -2.4% 6,686 $2.8M
Strategic Financial Concepts, LLC 0.54% Add +44.0% 6,683 $2.8M
LifeWealth Investments, LLC 1.86% — 6,678 $2.8M
LYNX Capital Group Ltd. 1.62% Reduce -0.7% 6,670 $2.8M
Acorns Advisers, LLC 0.03% Add +17.9% 6,669 $2.8M
Per Stirling Capital Management, LLC. 0.40% Reduce -4.4% 6,669 $2.8M
Quartz Partners, LLC 1.71% Reduce -4.3% 6,668 $2.8M
Cortland Associates Inc. 0.32% Add +0.4% 6,660 $2.8M
Barnes Pettey Financial Advisors, LLC 2.14% Reduce -0.6% 6,658 $2.8M
Olistico Wealth, LLC 1.63% Add +3.6% 6,658 $2.8M
Twin City Private Wealth, LLC 2.48% Reduce -0.2% 6,655 $2.8M
Latitude Advisors, LLC 1.58% Reduce -0.1% 6,655 $2.8M
Twin Focus Capital Partners, LLC 0.41% Reduce -2.1% 6,652 $2.8M
Black Diamond Financial, LLC 0.42% Add +3.5% 6,644 $2.8M
Smith Thornton Advisors LLC 1.77% Add +7.1% 6,644 $2.8M
Burton Enright Welch 0.59% Add +0.4% 6,642 $2.8M
Ade, LLC 1.72% Add +0.5% 6,639 $2.8M
Total Wealth Planning & Management, Inc. 2.75% — 6,635 $2.8M
Jackson Thornton Wealth Management, LLC 0.35% Add +43.3% 6,630 $2.8M
Rovin Capital /Ut/ 1.01% Add +17.9% 6,628 $2.8M
Eads & Heald Wealth Management 1.37% Reduce -0.4% 6,612 $2.8M
Full Sail Capital, LLC 0.18% Add +2.9% 6,612 $2.8M
Fosun International Ltd 0.87% Reduce -43.5% 6,610 $2.8M
Tennessee Valley Asset Management Partners 0.47% Reduce -7.4% 6,595 $2.8M
Cherrydale Wealth Management, LLC 1.07% Add +4.3% 6,589 $2.8M
Burkett Financial Services, LLC 1.14% Add +0.1% 6,586 $2.8M
Sonoma Private Wealth LLC 4.48% Add +2.4% 6,585 $2.8M
Fearless Solutions, LLC dba Best Invest 2.12% — 6,575 $2.8M
Resolute Advisors LLC 0.56% Add +258.3% 6,568 $2.8M
Elmwood Wealth Management, Inc. 1.12% Add +3.5% 6,560 $2.8M
Eagle Wealth Strategies LLC 2.00% Add +3.5% 6,549 $2.8M
Summit Wealth Group, LLC 0.80% Reduce -0.3% 6,528 $2.8M
Ritter Daniher Financial Advisory LLC / DE 0.78% Add +4.3% 6,516 $2.7M
Ascentis Wealth Management, LLC 0.96% Add +5.6% 6,509 $2.7M
Private Client Services, LLC 1.47% Add +1.6% 6,508 $2.7M
VSM Wealth Advisory, LLC 0.98% — 6,505 $2.7M
Kellett Wealth Advisors, LLC 1.88% Add +2.6% 6,490 $2.7M
Magnolia Capital Management Ltd. 2.17% No change 6,489 $2.7M
Hexagon Capital Partners LLC 0.50% Add +8.2% 6,486 $2.7M
CHB Investment Group, LLC 1.48% Reduce -0.6% 6,481 $2.7M
Fca Corp. 0.85% Reduce -0.0% 6,383 $2.7M
Lipe & Dalton 1.45% Reduce -6.6% 6,473 $2.7M
Copperleaf Capital, LLC 1.73% Add +14.2% 6,471 $2.7M
CVFG LLC 2.49% — 6,470 $2.7M
Professional Financial Advisors, LLC 0.70% Add +7.8% 6,465 $2.7M
Brady Martz Wealth Solutions, LLC 0.66% — 6,555 $2.7M
New World Advisors LLC 0.66% Add +0.4% 6,462 $2.7M
Phillips Wealth Planners LLC 2.72% Add +0.4% 6,501 $2.7M
Primoris Wealth Advisors, LLC 2.07% Reduce -0.0% 6,461 $2.7M
Antonelli Financial Advisors, LLC 2.30% — 6,460 $2.7M
Tiff Advisory Services, LLC 0.89% Reduce -61.1% 6,444 $2.7M
Capstone Wealth Management Group LLC 2.06% — 6,444 $2.7M
Strive Asset Management, LLC 2.04% — 6,443 $2.7M
Atlas Wealth Partners, LLC 3.43% Reduce -2.7% 6,437 $2.7M
Hidden Cove Wealth Management, LLC 2.20% — 6,426 $2.7M
O'Dell Group, LLC 0.61% Reduce -6.9% 6,420 $2.7M
Abound Financial, LLC 1.37% — 6,418 $2.7M
Gen-Wealth Partners Inc 1.16% Reduce -7.3% 6,411 $2.7M
Drake & Associates, LLC 0.77% Add +51.6% 6,593 $2.7M
Elevation Wealth Partners, LLC 1.14% Reduce -0.8% 6,397 $2.7M
Parvin Asset Management, LLC 2.90% — 6,395 $2.7M
WealthCollab, LLC 1.73% Reduce -0.9% 6,392 $2.7M
Mosley Wealth Management 1.67% Add +8.4% 6,089 $2.7M
Rooted Wealth Advisors, Inc. 1.05% Add +1.0% 6,374 $2.7M
Fortune Financial Advisors, LLC 2.44% Add +0.8% 6,377 $2.7M
Wolff Financial Management LLC 0.75% Reduce -4.9% 6,375 $2.7M
Pure Portfolios Holdings LLC 1.00% Reduce -6.6% 6,373 $2.7M
Aurdan Capital Management, LLC 1.03% — 6,369 $2.7M
Element Pointe Advisors, LLC 0.63% Add +2.5% 6,368 $2.7M
Neumann Capital Management, LLC 0.89% Reduce -1.2% 6,352 $2.7M
RoundAngle Advisors LLC 2.55% — 6,347 $2.7M
Nicholson Wealth Management Group, LLC 1.78% Add +40.1% 6,328 $2.7M
Arq Wealth Advisors, LLC 1.01% Reduce -5.3% 6,325 $2.7M
Lighthouse Financial LLC 2.16% — 6,324 $2.7M
Creekside Partners 1.38% Reduce -0.8% 6,324 $2.7M
TrueWealth Financial Partners 1.65% No change 6,324 $2.7M
Pathway Financial Advisors LLC 0.61% Reduce -1.1% 6,318 $2.7M
Strategic Advocates LLC 0.90% Add +27.2% 6,318 $2.7M
Beaird Harris Wealth Management, LLC 0.23% Reduce -6.8% 6,306 $2.7M
One Charles Private Wealth Services, LLC 0.89% Add +9.9% 6,306 $2.7M
Birchbrook, Inc. 1.51% Reduce -0.7% 6,303 $2.7M
Pacific Capital Wealth Advisors, Inc. 0.44% Reduce -1.2% 6,295 $2.7M
Optivise Advisory Services LLC 1.43% Add +6.3% 6,291 $2.7M
Trevian Wealth Management LLC 1.95% Reduce -0.4% 6,281 $2.6M
Shira Ridge Wealth Management 1.29% Reduce -10.1% 6,274 $2.6M
PSI Advisors, LLC 0.78% Add +1.5% 6,271 $2.6M
White Lighthouse Investment Management Inc. 0.46% Reduce -0.2% 6,257 $2.6M
Ruggaard & Associates LLC 1.16% Reduce -4.4% 6,255 $2.6M
Hopwood Financial Services, Inc. 2.00% — 6,248 $2.6M
Horst & Graben Wealth Management LLC 0.47% Add +2.0% 6,244 $2.6M
Family Capital Management, Inc. 1.59% Add +0.7% 6,233 $2.6M
Three Bridge Wealth Advisors, LLC 0.92% Add +7.9% 6,232 $2.6M
Tandem Investment Partners LLC 2.51% — 6,228 $2.6M
XY Capital Ltd 2.92% Add +590.9% 6,225 $2.6M
Prairie Wealth Advisors, Inc. 1.26% No change 6,223 $2.6M
Doheny Asset Management 1.96% Reduce -1.3% 6,221 $2.6M
Sone Capital Management, LLC 0.33% — 6,206 $2.6M
Clifford Group, LLC 1.99% Add +0.7% 6,204 $2.6M
Objective Capital Management, LLC 1.75% Reduce -23.7% 6,198 $2.6M
Hill Investment Group Partners, LLC 0.35% Add +54.4% 6,196 $2.6M
Eight 31 Financial, LLC 1.98% Add +0.1% 6,193 $2.6M
G&S Capital LLC 1.08% Reduce -3.4% 6,187 $2.6M
Krane Funds Advisors LLC 0.11% Add +14.6% 6,178 $2.6M
Charter Research & Investment Group, Inc. 1.98% Reduce -0.4% 6,172 $2.6M
Seed Wealth Management, Inc. 2.10% No change 6,162 $2.6M
X-Square Capital, LLC 1.07% Add +0.8% 6,158 $2.6M
Wood Tarver Financial Group, LLC 0.87% — 6,157 $2.6M
MorganRosel Wealth Management, LLC 0.85% Add +9.2% 6,147 $2.6M
Idaho Trust Co 1.30% Reduce -14.0% 6,140 $2.6M
A. D. Beadell Investment Counsel, Inc. 2.10% No change 6,140 $2.6M
Genesis Private Wealth, LLC 1.42% — 6,115 $2.6M
Hummer Financial Advisory Services Inc 2.03% Reduce -1.6% 6,099 $2.6M
WealthTrust Asset Management, LLC 1.84% Add +0.9% 6,088 $2.6M
Warwick Investment Management, Inc. 0.53% Reduce -8.2% 6,086 $2.6M
Betterment LLC 0.01% Add +24.7% 6,077 $2.6M
Matrix Trust Co 0.44% Add +7.0% 6,073 $2.6M
Maiden Cove Capital, LLC 3.91% Add +2.1% 6,072 $2.6M
Paradigm Capital Management, LLC 2.43% Reduce -0.1% 6,072 $2.6M
BCS Wealth Management 0.64% New 6,066 $2.6M
SRH Advisors, LLC 0.76% Reduce -0.3% 6,061 $2.6M
M3 Advisory Group, LLC 1.83% Reduce -1.0% 6,059 $2.6M
Paulson Wealth Management Inc. 0.70% Reduce -7.9% 6,057 $2.6M
Fielder Capital Group LLC 0.79% Add +6.0% 6,038 $2.5M
Guild Investment Management, Inc. 2.77% No change 6,030 $2.5M
Security Financial Services, INC. 0.52% Add +5.0% 6,029 $2.5M
Retirement Income Solutions, Inc. 0.51% Reduce -8.6% 6,020 $2.5M
Integras Partners LLC 2.26% — 6,018 $2.5M
Maridea Wealth Management LLC 0.82% — 6,018 $2.5M
RD Lewis Holdings, Inc. 2.78% — 6,180 $2.5M
Prostatis Group LLC 0.74% Add +1.9% 6,007 $2.5M
Hickory Point Bank & Trust 2.25% — 6,005 $2.5M
Arista Wealth Management, LLC 0.61% Reduce -3.4% 6,004 $2.5M
Viking Fund Management LLC 0.39% No change 6,000 $2.5M
Check Capital Management Inc. 0.17% No change 5,996 $2.5M
Grant Private Wealth Management Inc 2.72% — 5,992 $2.5M
LFA - Lugano Financial Advisors SA 1.65% Add +3.8% 5,975 $2.5M
Adamsbrown Wealth Consultants LLC 0.86% Add +2.2% 5,967 $2.5M
Greenspring Advisors, LLC 0.55% Add +18.4% 5,964 $2.5M
IFG Advisors, LLC 0.50% Add +5.6% 5,960 $2.5M
Millington Financial Advisors, LLC 1.46% Add +9.4% 6,111 $2.5M
Kennedy Investment Group, Inc. 1.14% Add +2.2% 5,953 $2.5M
Woodward Diversified Capital, LLC 1.84% Reduce -35.4% 5,948 $2.5M
Richardson Financial Services Inc. 1.76% Add +3.2% 5,888 $2.5M
Chokshi & Queen Wealth Advisors, Inc 1.55% — 5,916 $2.5M
Brucke Financial, Inc. 2.14% — 6,006 $2.5M
Blue Bell Private Wealth Management, LLC 0.47% Add +1.3% 5,892 $2.5M
Painted Porch Advisors LLC 1.23% Add +5.2% 5,892 $2.5M
Petra Financial Advisors Inc. 1.69% Reduce -5.8% 5,891 $2.5M
TLWM 0.49% Add +4.7% 5,889 $2.5M
Castleview Partners, LLC 1.34% Reduce -4.8% 5,930 $2.5M
Cohen & Steers, Inc. 0.00% Add +6.0% 5,872 $2.5M
Encompass More Asset Management 0.82% Add +3.3% 5,860 $2.5M
First International Bank & Trust 0.80% Reduce -15.0% 5,852 $2.5M
Financial Management Professionals, Inc. 0.31% Add +1.4% 5,847 $2.5M
Calton & Associates, Inc. 1.09% Reduce -40.7% 5,840 $2.5M
Kiely Wealth Advisory Group, Inc. 1.58% Reduce -2.0% 5,970 $2.5M
Anthracite Investment Company, Inc. 1.23% No change 5,836 $2.5M
Index Fund Advisors, Inc. 0.13% Add +0.5% 5,827 $2.5M
Ascent Capital Management, LLC 2.51% — 5,822 $2.5M
Lantern Wealth Advisors, LLC 1.59% Add +3.2% 5,819 $2.5M
Rinkey Investments 0.78% Add +47.6% 5,800 $2.4M
Johnson & White Wealth Management, LLC 1.48% New 5,832 $2.4M
Lavaca Capital LLC 1.07% Add +13.8% 5,789 $2.4M
Net Worth Advisory Group 0.74% Reduce -6.0% 5,780 $2.4M
Promus Capital, LLC 1.87% — 5,779 $2.4M
Sterling Wealth Management, Inc. 0.90% Reduce -2.6% 5,779 $2.4M
Seamount Financial Group Inc. 1.68% Add +2.8% 5,765 $2.4M
Innova Wealth Partners 1.53% Add +88.7% 5,761 $2.4M
AtlasMark Financial, Inc 2.23% Add +0.2% 5,761 $2.4M
Oakwell Private Wealth Management, LLC 0.68% Add +4.5% 5,761 $2.4M
Level Wealth Management LLC 1.71% — 5,753 $2.4M
Arbor Capital Management Inc. 2.38% Reduce -1.8% 5,478 $2.4M
Mainstay Capital Management LLC 0.37% Add +22.0% 5,742 $2.4M
Stonebridge Financial Planning Group, LLC 1.08% Add +8.9% 5,741 $2.4M
Arlington Financial Advisors, LLC 0.48% Add +9.6% 5,739 $2.4M
EWG Elevate Inc. 0.74% Add +1.3% 5,738 $2.4M
Maven Securities LTD 0.39% New 5,737 $2.4M
Roberts Financial Services LLC 0.46% Reduce -0.7% 5,730 $2.4M
Martin Capital Partners, LLC 2.86% Reduce -54.3% 5,720 $2.4M
Valtinson Bruner Financial Planning LLC 0.84% Add +8.4% 5,720 $2.4M
Greenbush Financial Group, LLC 1.27% — 5,669 $2.4M
Francis Financial, Inc. 0.61% Add +72.3% 9,360 $2.4M
TradeWell Securities, LLC. 1.25% — 5,713 $2.4M
Intelligent Financial Strategies 1.33% Reduce -0.4% 5,705 $2.4M
USAdvisors Wealth Management, LLC 0.78% Add +0.6% 5,702 $2.4M
Phillips Financial Management, LLC 0.19% Add +7.7% 5,698 $2.4M
Strategies Wealth Advisors, LLC 0.30% New 5,867 $2.4M
Corundum Trust Company, INC 7.20% Reduce -0.7% 5,692 $2.4M
Cascade Investment Group, Inc. 1.71% Reduce -28.2% 5,687 $2.4M
Cottonwood Capital Advisors, LLC 1.72% Add +0.2% 5,686 $2.4M
Carrera Capital Advisors 0.56% Add +11.5% 5,684 $2.4M
SRN Advisors, LLC 2.13% Add +2.7% 5,680 $2.4M
Centerpoint Advisory Group 2.31% — 5,670 $2.4M
TrueWealth Advisors, LLC 0.80% Reduce -10.8% 5,663 $2.4M
Ogorek Anthony Joseph /NY/ 0.76% Add +1.1% 5,661 $2.4M
Prepared Retirement Institute LLC 1.36% Reduce -8.7% 5,650 $2.4M
Abound Wealth Management 0.76% Add +0.3% 5,644 $2.4M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2.33% — 5,628 $2.4M
Aurora Private Wealth, Inc. 1.77% Add +0.8% 5,621 $2.4M
Inspirion Wealth Advisors, LLC 0.33% Reduce -0.3% 5,606 $2.4M
Alliance Wealth Management Group 0.63% Add +0.5% 5,617 $2.4M
JMG Financial Group, Ltd. 0.08% Reduce -0.5% 5,617 $2.4M
Talon Private Wealth, LLC 0.49% Add +31.7% 5,605 $2.4M
M.E. Allison & Co., Inc. 2.60% — 5,600 $2.4M
Macroview Investment Management LLC 2.40% Add +0.3% 5,598 $2.4M
360 Financial, Inc. 0.85% Reduce -10.9% 5,595 $2.4M
Partners Wealth Management, LLC 2.68% — 5,582 $2.4M
Arrowroot Family Office, LLC 1.22% Add +108.4% 5,564 $2.3M
Campion Asset Management 1.77% No change 5,563 $2.3M
William Mack & Associates, Inc. 2.45% — 5,559 $2.3M
WPG Advisers, LLC 2.17% — 5,552 $2.3M
Northeast Financial Group, Inc. 0.89% Add +1.7% 5,550 $2.3M
Breakthru Advisory Services, LLC 2.12% — 5,548 $2.3M
KFG Wealth Management, LLC 0.44% Add +0.9% 5,543 $2.3M
Sterling Group Wealth Management, LLC 1.21% Add +0.5% 5,540 $2.3M
Mach-1 Financial Group, LLC 4.20% Add +19.8% 5,529 $2.3M
Doliver Advisors, LP 0.65% Add +7.2% 5,522 $2.3M
Grant Street Asset Management, Inc. 0.61% Reduce -0.2% 5,510 $2.3M
Groesbeck Investment Management Corp. 3.02% Reduce -14.4% 5,504 $2.3M
Stonekeep Investments, LLC 1.73% Reduce -3.5% 5,503 $2.3M
US Financial Advisors, LLC 0.71% Add +9.2% 5,497 $2.3M
Riverpoint Wealth Management Holdings, LLC 0.60% Add +0.2% 5,496 $2.3M
Serenus Wealth Advisors, LLC 0.40% — 5,487 $2.3M
Broadway Wealth Solutions, Inc. 1.75% — 5,485 $2.3M
Heritage Investment Group, Inc. 0.43% Reduce -11.6% 5,475 $2.3M
Dixon Fnancial Services, Inc. 1.25% Add +2.0% 5,472 $2.3M
Flagstone Financial Management 0.76% Reduce -0.5% 5,455 $2.3M
Financial Advisors Network, Inc. 0.38% — 5,454 $2.3M
Nautilus Advisors LLC 1.83% — 5,453 $2.3M
Apex Wealth Management, LLC 1.98% — 5,450 $2.3M
TriaGen Wealth Management LLC 0.77% No change 5,438 $2.3M
Texas Capital Bancshares Inc 0.92% Add +0.4% 5,411 $2.3M
Dalton Investments, Inc. 1.18% Reduce -33.3% 5,400 $2.3M
Pinnacle Wealth Management, LLC 2.53% Reduce -1.1% 5,396 $2.3M
Claris Advisors, LLC / Mo / 0.85% Add +77.3% 5,382 $2.3M
MFG Wealth Management, Inc. 2.07% — 5,363 $2.3M
PrairieView Partners, LLC 0.24% Add +2.4% 5,362 $2.3M
Great Waters Wealth Management 0.29% Add +4.4% 5,353 $2.3M
Financial & Tax Architects, LLC 0.57% Add +2.2% 5,348 $2.3M
Community Bank of Raymore 1.77% Add +19.1% 5,341 $2.3M
Sharpepoint LLC 2.03% — 5,339 $2.3M
Wealthcare Capital Partners, LLC 1.17% — 5,321 $2.2M
Yarger Wealth Strategies, LLC 1.29% Add +6.9% 5,310 $2.2M
Moisand Fitzgerald Tamayo, LLC 0.32% Reduce -0.3% 5,302 $2.2M
Weaver C. Barksdale & Associates, Inc. 2.13% Reduce -2.4% 5,290 $2.2M
Holistic Financial Partners 1.11% Reduce -1.5% 5,287 $2.2M
Unified Investment Management 2.53% — 5,286 $2.2M
Ascension Capital Advisors, Inc. 0.97% Reduce -0.6% 5,282 $2.2M
Palacios Wealth Management, LLC 2.40% — 5,240 $2.2M
Fingerlakes Wealth Management, Inc. 1.79% Reduce -0.9% 5,264 $2.2M
Reyes Financial Architecture, Inc. 1.74% — 5,262 $2.2M
Cardinal Point Capital Management ULC 0.35% Add +113.7% 5,256 $2.2M
Absolute Capital Management, LLC 1.23% Add +41.2% 5,246 $2.2M
Accredited Wealth Management, LLC 1.94% — 5,250 $2.2M
Samjo Management, LLC 0.83% No change 5,250 $2.2M
Burr Financial Services, LLC 1.49% Reduce -60.2% 5,246 $2.2M
North Point Portfolio Managers Corp. 0.38% Reduce -69.0% 5,229 $2.2M
Armor Investment Advisors, LLC 0.91% Add +7.0% 5,227 $2.2M
IMZ Advisory Inc 1.00% Add +0.6% 5,206 $2.2M
Austin Asset Management Co Inc 0.46% Add +6.9% 5,198 $2.2M
CJM Wealth Advisers, Ltd. 0.74% Reduce -0.0% 5,196 $2.2M
Capital Square, LLC 1.24% Add +22.2% 4,924 $2.2M
Rise Advisors, LLC 1.05% Reduce -0.4% 5,186 $2.2M
Legacy Capital Wealth Management, LLC 2.17% — 5,186 $2.2M
Investmark Advisory Group LLC 1.07% Reduce -24.1% 5,181 $2.2M
LifePlan Financial, LLC 1.93% Reduce -0.0% 5,177 $2.2M
GG Group Ventures, LLC 2.88% Add +3.1% 5,176 $2.2M
Potomac Fund Management Inc. 0.13% — 5,170 $2.2M
Eagle Harbor Asset Management Inc. 2.18% Reduce -0.4% 5,168 $2.2M
Concorde Asset Management, LLC 1.14% Reduce -3.6% 5,167 $2.2M
Roble, Belko & Company, Inc 0.35% Reduce -1.6% 5,168 $2.2M
Continuum Wealth Advisors, LLC 1.10% Add +0.2% 5,164 $2.2M
Hobbs Group Advisors, LLC 0.82% Reduce -5.8% 5,163 $2.2M
Magnolia Private Wealth, LLC 1.94% — 5,158 $2.2M
Harel Insurance Investments & Financial Services Ltd. 0.04% Reduce -65.6% 5,158 $2.2M
MFA Wealth Services 1.74% — 5,152 $2.2M
Prodigy Asset Management LLC 1.85% — 5,142 $2.2M
International Private Wealth Advisors LLC 2.16% Add +110.7% 5,140 $2.2M
Mainstream Capital Management LLC 1.52% Add +0.6% 5,136 $2.2M
City National Bank of Florida 1.97% — 5,130 $2.2M
Emerald Mutual Fund Advisers Trust 0.13% Reduce -4.7% 5,125 $2.2M
Planning Alternatives Ltd. 0.33% Reduce -6.1% 5,118 $2.2M
Orgel Wealth Management, LLC 0.06% Reduce -3.4% 5,117 $2.2M
Promethium Advisors,llc 1.47% Add +4.4% 5,108 $2.2M
Qsemble Capital Management, LP 0.29% Reduce -56.1% 5,108 $2.2M
Driehaus Capital Management LLC 0.02% Reduce -35.5% 5,104 $2.2M
Meriwether Wealth & Planning, LLC 1.53% — 5,103 $2.2M
Centennial Wealth Advisory LLC 0.84% Add +4.7% 5,099 $2.1M
Facet Wealth, Inc. 0.06% Reduce -26.2% 5,242 $2.1M
Disciplined Investors, L.L.C. 2.07% — 5,140 $2.1M
Hilltop Wealth Advisors, LLC 1.08% Reduce -6.2% 5,080 $2.1M
RS Crum Inc. 0.53% Reduce -1.1% 5,077 $2.1M
Davis Capital Management 1.74% Add +6.5% 5,077 $2.1M
Tudor Financial Inc. 1.25% Add +22.9% 5,060 $2.1M
Jacksonville Wealth Management, LLC 1.99% — 5,060 $2.1M
Global Assets Advisory, LLC 1.17% Reduce -14.9% 5,074 $2.1M
Tandem Financial, LLC 2.29% — 5,037 $2.1M
Smallwood Wealth Investment Management, LLC 1.46% Reduce -0.8% 5,030 $2.1M
EPIQ Capital Group, LLC 0.55% Add +0.2% 5,026 $2.1M
Mine & Arao Wealth Creation & Management, LLC. 0.97% Reduce -3.1% 5,023 $2.1M
Albar Capital Partners LLP 0.51% — 5,021 $2.1M
Connective Portfolio Management, LLC 3.15% Add +0.1% 5,019 $2.1M
Householder Group Estate & Retirement Specialist, LLC 1.58% Reduce -51.5% 5,019 $2.1M
Obsidian Personal Planning Solutions LLC 1.02% Reduce -4.1% 5,087 $2.1M
Advent Capital Management 4.04% No change 5,000 $2.1M
Intrepid Family Office LLC 2.22% — 5,000 $2.1M
Opus Investment Management Inc. 1.56% No change 5,000 $2.1M
Birnam Oak Advisors, LP 1.04% — 5,000 $2.1M
Privium Fund Management B.V. 0.48% Reduce -50.0% 5,000 $2.1M
Sonnipe Ltd. 0.23% Reduce -50.0% 5,000 $2.1M
Miller Financial Services LLC 1.78% — 4,997 $2.1M
Wealth Watch Advisors, INC 1.31% — 4,957 $2.1M
North Forty Two & Co. 2.43% — 4,987 $2.1M
Malaga Cove Capital, LLC 0.82% Reduce -0.2% 4,978 $2.1M
MBM Wealth Consultants, LLC 0.62% Add +0.9% 5,011 $2.1M
Broyhill Asset Management, LLC 1.85% — 4,970 $2.1M
Sequent Planning LLC 0.77% Reduce -1.5% 4,966 $2.1M
Twelve Points Wealth Management LLC 0.60% Reduce -8.9% 4,962 $2.1M
Pacific Center for Financial Services 0.54% Reduce -4.0% 4,957 $2.1M
Gardner Russo & Quinn 0.02% Reduce -1.0% 4,955 $2.1M
Heritage Wealth Management, Inc. 1.78% Add +10.1% 4,945 $2.1M
Kraft, Davis & Associates, LLC 0.59% Reduce -4.2% 5,090 $2.1M
Impact Partnership Wealth, LLC 0.42% Add +32.1% 4,937 $2.1M
CarsonAllaria Wealth Management, Ltd. 1.19% Reduce -0.8% 4,936 $2.1M
Shulman DeMeo Asset Management LLC 0.56% Reduce -15.1% 4,932 $2.1M
Kaydan Wealth Management, Inc. 0.69% Reduce -1.4% 4,928 $2.1M
Code Waechter LLC 1.81% Reduce -2.3% 4,924 $2.1M
Stordahl Capital Management, Inc. 0.49% Add +40.2% 4,909 $2.1M
1620 Investment Advisors, Inc. 1.60% Add +1.9% 4,902 $2.1M
Cunning Capital Partners, LP 1.24% No change 4,890 $2.1M
KRS Capital Management, LLC 1.46% Reduce -2.9% 4,884 $2.1M
Petix & Botte Co 0.54% No change 4,868 $2.1M
LGL Partners, LLC 0.30% Reduce -4.3% 4,864 $2.1M
BayBridge Capital Group, LLC 1.49% Add +3.7% 4,860 $2.0M
Financial Freedom, LLC 1.08% Reduce -1.1% 4,859 $2.0M
Arvest Investments, Inc. 0.33% Reduce -3.8% 4,854 $2.0M
Windsor Capital Management, LLC 0.61% Add +3.4% 4,850 $2.0M
Hoge Financial Services, LLC 1.49% Add +33.4% 4,829 $2.0M
Wetzel Investment Advisors, Inc. 1.01% Reduce -0.4% 4,821 $2.0M
Wisconsin Wealth Advisors, LLC 2.99% — 4,817 $2.0M
Blue Barn Wealth, LLC 1.07% Add +1.8% 4,816 $2.0M
Kades & Cheifetz LLC 1.04% Reduce -10.3% 4,802 $2.0M
Echo45 Advisors LLC 1.33% Add +0.9% 4,772 $2.0M
Silver Oak Advisory Group, Inc. 1.07% No change 4,793 $2.0M
Virtus Investment Advisers, LLC 1.63% No change 4,789 $2.0M
DiNuzzo Private Wealth, Inc. 0.26% Reduce -12.2% 4,786 $2.0M
DMKC Advisory Services, LLC 1.83% — 4,781 $2.0M
Wealth Advisors of Iowa, LLC 1.02% Reduce -1.1% 4,779 $2.0M
Meritas Wealth Management, LLC 1.21% Reduce -1.6% 4,779 $2.0M
Future You Wealth LLC 1.43% — 4,779 $2.0M
Newport Capital Group, LLC 1.48% Reduce -0.6% 4,776 $2.0M
Cannon Wealth Management Services, LLC 1.74% Add +2.7% 4,898 $2.0M
Accelerate Investment Advisors LLC 1.77% Add +1.4% 4,762 $2.0M
BlueChip Wealth Advisors LLC 1.11% Reduce -4.3% 4,757 $2.0M
Asset Planning,Inc 1.53% — 4,754 $2.0M
Latash Investments, LLC 1.56% No change 4,750 $2.0M
Campbell Deegan Wealth Management, LLC 2.40% — 4,748 $2.0M
Cornerstone National Bank & Trust Co 0.92% Add +1.9% 4,746 $2.0M
Blue Capital, Inc. 1.41% — 4,744 $2.0M
Fourth Dimension Wealth, LLC 1.04% — 4,693 $2.0M
RPS Advisory Solutions LLC 1.24% Reduce -24.9% 4,743 $2.0M
Spectrum Planning & Advisory Services Inc. 1.73% Add +0.1% 4,736 $2.0M
Impact Investors, Inc 1.54% — 4,720 $2.0M
Ridgepath Capital Management LLC 0.92% Add +58.9% 4,720 $2.0M
KFA Private Wealth Group, LLC 0.83% Add +11.0% 4,720 $2.0M
Taika Capital, LP 1.51% Reduce -61.3% 4,712 $2.0M
New Jersey Better Educational Savings Trust 3.81% No change 4,709 $2.0M
Waterway Wealth Management, LLC 0.87% Add +2.7% 4,709 $2.0M
SK Wealth Management, LLC 1.01% No change 4,701 $2.0M
Endowment Wealth Management, Inc. 1.33% Reduce -0.7% 4,700 $2.0M
Tobam 0.60% Reduce -19.7% 4,692 $2.0M
MN Wealth Advisors, LLC 1.11% Add +5.8% 4,670 $2.0M
Cypress Capital, LLC 0.56% Reduce -5.1% 4,670 $2.0M
Archvest Wealth Advisors, Inc. 1.42% Add +7.1% 4,654 $2.0M
Womack Financial LLC 1.74% — 4,650 $2.0M
Blalock Williams, LLC 2.28% — 4,646 $2.0M
Clearview Wealth Advisors LLC 1.49% Reduce -0.8% 4,644 $2.0M
Crumly & Associates Inc. 0.53% Add +0.3% 4,639 $2.0M
Cedar Mountain Advisors, LLC 0.43% Reduce -3.3% 4,639 $2.0M
Vista Investment Partners Ii, LLC 1.15% — 4,635 $2.0M
PYA Waltman Capital, LLC 0.63% Add +14.1% 4,627 $2.0M
Hanover Advisors Inc. 0.82% Reduce -0.3% 4,624 $1.9M
Comprehensive Wealth Management, LLC 1.46% Add +4.3% 4,622 $1.9M
Smart Portfolios, LLC 2.04% Add +2.2% 4,613 $1.9M
Elser Financial Planning, Inc 0.12% Add +2.5% 4,610 $1.9M
Fidato Wealth LLC 1.46% New 4,610 $1.9M
Postrock Partners LLC 0.94% — 4,610 $1.9M
Hickory Asset Management, Inc. 1.65% — 4,607 $1.9M
Atwood & Palmer Inc. 0.13% Add +1.1% 4,601 $1.9M
HMV Wealth Advisors, LLC 1.94% — 4,599 $1.9M
Account Management LLC 2.27% No change 4,595 $1.9M
Maripau Wealth Management LLC 1.15% New 4,595 $1.9M
Factor Wealth Management LTD 0.64% — 4,584 $1.9M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.71% Reduce -0.4% 4,674 $1.9M
Cura Wealth Advisors, LLC 0.85% — 4,580 $1.9M
Nottingham Advisors, Inc. 0.24% Reduce -30.1% 4,579 $1.9M
Keyes, Stange & Wooten Wealth Management, LLC 1.14% Add +0.0% 4,575 $1.9M
Mainsail Asset Management, LLC 1.35% Reduce -17.9% 4,567 $1.9M
Marotta Asset Management 0.40% Reduce -5.6% 4,595 $1.9M
Diversified Portfolios, Inc. 0.21% Add +0.4% 4,555 $1.9M
Tru Independence Asset Management 2, LLC 1.60% Add +2.9% 4,550 $1.9M
Drum Hill Capital, LLC 2.42% — 4,550 $1.9M
Thoma Capital Management LLC 1.31% — 4,540 $1.9M
Riverstone Advisors, LLC 1.09% Add +0.4% 4,529 $1.9M
CAP Partners, LLC 1.35% Reduce -1.1% 4,529 $1.9M
Wolf Group Capital Advisors 0.92% No change 5,605 $1.9M
Bridgefront Capital, LLC 0.64% New 4,520 $1.9M
PFG Private Wealth Management, LLC 1.08% Add +0.1% 4,519 $1.9M
Dogwood Wealth Management LLC 1.01% Add +16.5% 4,514 $1.9M
Blossom Wealth Management 3.66% Add +3.3% 4,513 $1.9M
Intrepid Capital Management Inc. 1.20% Add +6.8% 4,506 $1.9M
Strategic Financial Partners, Ltd. 0.97% Add +21.3% 4,505 $1.9M
Brand Asset Management Group, Inc. 0.77% Reduce -10.4% 4,504 $1.9M
Vertex Planning Partners, LLC 0.42% Add +14.2% 4,501 $1.9M
Prescott Group Capital Management, L.L.C. 0.26% No change 4,500 $1.9M
New England Asset Management Inc. 0.34% Reduce -40.0% 4,495 $1.9M
OxenFree Capital LLC 1.42% Reduce -0.5% 4,489 $1.9M
Towerpoint Wealth, LLC 0.93% Reduce -50.2% 4,487 $1.9M
Selective Wealth Management, Inc. 0.77% Add +4.0% 4,547 $1.9M
Peak Retirement Planning, Inc. 1.28% — 4,466 $1.9M
Profit Investment Management, LLC 1.52% Reduce -2.9% 4,483 $1.9M
Constant Guidance Financial LLC 1.63% Reduce -7.8% 4,482 $1.9M
4J Wealth Management LLC 1.53% Reduce -3.1% 4,482 $1.9M
Alexis Investment Partners, LLC 0.92% — 4,466 $1.9M
Aspen Wealth Management LLC 0.56% Reduce -2.6% 4,477 $1.9M
Veery Capital, LLC 0.72% Add +6.8% 4,469 $1.9M
Pachira Investments Inc. 1.15% Add +29.9% 4,430 $1.9M
Bayshore Asset Management, LLC 0.86% No change 4,463 $1.9M
Sierra Ocean, LLC 1.53% — 4,460 $1.9M
Mayfair Advisory Group, LLC 1.11% Add +4.5% 4,458 $1.9M
Mma Asset Management LLC 0.82% Add +19.9% 4,457 $1.9M
Curran Financial Partners, LLC 0.49% Add +13.3% 4,456 $1.9M
Kelly Financial Services LLC 0.68% Add +1.5% 4,455 $1.9M
Napa Wealth Management 0.81% Reduce -1.9% 4,454 $1.9M
Smart Money Group LLC 0.65% Add +3.2% 4,453 $1.9M
Covestor Ltd 1.18% Add +12.2% 4,449 $1.9M
Avion Wealth 0.48% Add +14.1% 4,447 $1.9M
Planned Solutions, Inc. 0.77% Add +0.1% 4,445 $1.9M
American Financial Advisors, LLC 0.26% Reduce -1.1% 4,434 $1.9M
Prospect Financial Group LLC 2.30% — 4,430 $1.9M
Muirfield Wealth Advisors LLC 1.54% Add +0.6% 4,427 $1.9M
FSA Wealth Management LLC 0.75% Reduce -4.0% 4,407 $1.9M
Barnes Wealth Management Group, Inc 1.25% — 4,407 $1.9M
Client First Investment Management LLC 1.19% No change 4,400 $1.9M
Sierra Summit Advisors LLC 0.37% Reduce -82.4% 4,392 $1.9M
Capasso Planning Partners LLC 0.74% Reduce -29.2% 4,388 $1.8M
Strategic Equity Management 0.78% Reduce -11.1% 4,387 $1.8M
Armstrong, Fleming & Moore, Inc 1.12% Reduce -7.6% 4,387 $1.8M
Corrigan Financial, Inc. 0.42% Reduce -2.2% 4,385 $1.8M
Rezny Wealth Management, Inc. 0.45% Add +4.9% 4,379 $1.8M
Pacific Sun Financial Corp 1.00% Add +1.4% 4,371 $1.8M
Rodgers & Associates, LTD 0.22% Reduce -0.7% 4,366 $1.8M
Prairiewood Capital, LLC 0.79% Reduce -3.5% 4,366 $1.8M
Independent Family Office, LLC 0.95% No change 4,360 $1.8M
Peterson Wealth Advisors, LLC 0.33% Add +7.0% 4,336 $1.8M
Elios Financial Group Inc. 0.87% Add +0.0% 4,353 $1.8M
M1 Capital Management LLC 0.99% — 4,342 $1.8M
Accredited Investor Services, LLC 1.46% — 4,341 $1.8M
Tobias Financial Advisors, Inc. 0.37% Add +23.1% 4,338 $1.8M
LVZ, Inc. 0.23% Add +9.5% 4,329 $1.8M
Eq Wealth Advisors, LLC 1.75% — 4,325 $1.8M
C M Bidwell & Associates Ltd. 1.11% Reduce -8.4% 4,325 $1.8M
Curtis Advisory Group, LLC 0.48% Add +0.8% 4,325 $1.8M
Alpha Zero LLC 1.39% — 4,319 $1.8M
National Wealth Management Group, LLC 1.21% Add +8.5% 4,319 $1.8M
Red Tortoise LLC 0.95% No change 4,314 $1.8M
Whitaker-Myers Wealth Managers, LTD. 0.53% Reduce -0.9% 4,314 $1.8M
Riverwater Partners LLC 0.88% Add +3.7% 4,309 $1.8M
Cadent Capital Advisors, LLC 0.63% Reduce -2.6% 4,308 $1.8M
apricus wealth, LLC 1.18% Add +2.2% 4,303 $1.8M
Kearns & Associates LLC 1.17% No change 4,300 $1.8M
Rock Point Advisors, LLC 0.53% Reduce -3.9% 4,297 $1.8M
Guidance Point Advisors, LLC 0.53% Add +0.6% 4,294 $1.8M
Valued Retirements, Inc. 2.44% No change 4,295 $1.8M
Lionsbridge Wealth Management LLC 1.52% Reduce -8.5% 4,290 $1.8M
Clayton Financial Group LLC 0.65% Reduce -1.4% 4,288 $1.8M
Integrity Wealth Solutions LLC 1.01% Add +3.4% 4,288 $1.8M
Pin Oak Investment Advisors Inc. 1.64% Add +0.5% 4,197 $1.8M
Rebalance, LLC 0.13% Add +15.6% 4,282 $1.8M
Catalyst Private Wealth, LLC 0.80% Add +1.3% 4,266 $1.8M
Gridiron Partners, LLC 1.14% No change 4,265 $1.8M
Vista Investment Management 0.68% Reduce -4.6% 4,264 $1.8M
Saiph Capital, LLC 0.82% Add +17.1% 4,262 $1.8M
Coordinated Financial Services, Inc. 1.42% — 4,258 $1.8M
Sage Advisors, LLC 1.34% Add +3.9% 4,252 $1.8M
Illumine Investment Management, LLC 1.47% — 4,247 $1.8M
Private Capital Advisors, Inc. 0.21% No change 4,239 $1.8M
Bell Investment Advisors, Inc 0.33% Reduce -3.4% 4,236 $1.8M
Cassia Capital Partners, LLC 1.14% Add +31.2% 4,235 $1.8M
Stephens Consulting, LLC 0.45% Add +4.4% 4,234 $1.8M
Bridger Management, LLC 0.96% No change 4,230 $1.8M
Cravens & Co Advisors, LLC 1.35% Reduce -0.2% 4,218 $1.8M
Phocas Financial Corp. 0.24% No change 4,215 $1.8M
jvl associates llc 0.67% Reduce -1.2% 4,205 $1.8M
Cowa, LLC 0.86% Add +27.2% 4,204 $1.8M
Yoffe Investment Management, LLC 2.63% — 4,200 $1.8M
Ridgewood Investments LLC 0.86% Add +33.9% 4,199 $1.8M
Momentous Wealth Management, Inc. 1.47% — 4,198 $1.8M
Lockerman Financial Group, Inc. 3.00% Add +0.7% 4,185 $1.8M
Cedar Wealth Management, LLC 0.64% Reduce -21.3% 4,183 $1.8M
Cambridge Financial Group, LLC 0.75% Reduce -2.8% 4,181 $1.8M
Mindset Wealth Management, LLC 0.64% Add +1.0% 4,175 $1.8M
Market Street Wealth Management Advisors LLC 0.29% Add +14.9% 4,164 $1.8M
Strategic Investment Solutions, Inc. 0.59% Add +1.9% 4,437 $1.8M
Sterling Financial Group, Inc. 0.65% No change 4,148 $1.7M
Plan A Wealth LLC 1.60% — 4,141 $1.7M
Conrad Siegel Investment Advisors, Inc. 0.47% Add +1.2% 4,136 $1.7M
Next Capital Management LLC 0.71% Add +1.4% 4,126 $1.7M
RMR Capital Management, LLC 1.29% No change 4,107 $1.7M
Hofer & Associates. Inc 1.16% Add +0.2% 4,099 $1.7M
Trinity Financial Advisors LLC 0.66% Add +2.7% 4,127 $1.7M
Ironwood Investment Management LLC 0.86% Add +0.6% 4,084 $1.7M
Eclectic Associates Inc. 0.51% Add +10.4% 4,081 $1.7M
4WEALTH Advisors, Inc. 1.76% — 4,078 $1.7M
Crane Advisory, LLC 0.30% Add +19.9% 4,059 $1.7M
Aspiring Ventures, LLC 1.08% — 4,000 $1.7M
Clear Investment Research, LLC 2.20% Reduce -0.1% 4,061 $1.7M
Norman Fields, Gottscho Capital Management, LLC 0.56% No change 4,059 $1.7M
Transce3nd, LLC 0.58% — 4,056 $1.7M
Georgetown University 0.50% Add +0.2% 4,045 $1.7M
Planning Center, Inc. 0.22% Reduce -8.3% 4,040 $1.7M
Paladin Advisory Group, LLC 1.30% No change 4,038 $1.7M
Foguth Wealth Management, LLC. 0.45% Reduce -3.0% 3,827 $1.7M
Garrett Wealth Advisory Group, LLC 0.39% Add +19.6% 4,030 $1.7M
Armbruster Capital Management, Inc. 0.34% Reduce -0.7% 4,020 $1.7M
Narus Financial Partners, LLC 0.57% Add +58.5% 4,019 $1.7M
Columbia River Financial Group, LLC 1.16% — 4,012 $1.7M
Value Star Asset Management (Hong Kong) Ltd 5.32% Reduce -33.3% 4,000 $1.7M
First Wilshire Securities Management Inc. 0.46% No change 4,000 $1.7M
Von Berge Wealth Management Group, LLC 1.02% Reduce -0.7% 4,062 $1.7M
Worth Asset Management, LLC 0.90% Reduce -5.3% 3,994 $1.7M
Reston Wealth Management LLC 0.62% Reduce -0.8% 3,980 $1.7M
LGT Financial Advisors LLC 3.71% Add +30.8% 3,974 $1.7M
Farringdon Capital, Ltd. 0.69% — 3,972 $1.7M
Yost Capital Management, LP 1.86% No change 3,970 $1.7M
Portfolio Strategies, Inc. 0.24% Add +0.8% 3,979 $1.7M
Sovereign Investment Advisors, LLC 0.50% New 3,962 $1.7M
Centricity Wealth Management, LLC 1.56% — 3,958 $1.7M
Intelligence Driven Advisers, LLC 0.31% Add +6.6% 3,958 $1.7M
Yeomans Consulting Group, Inc. 0.62% Add +6.7% 3,956 $1.7M
Wiser Advisor Group LLC 2.42% Add +2.9% 3,953 $1.7M
Cascade Wealth Advisors, Inc 1.13% Add +0.8% 3,950 $1.7M
Tucker Asset Management LLC 0.38% Reduce -7.8% 3,948 $1.7M
Bay Capital Advisors, LLC 1.34% — 3,946 $1.7M
Altura Wealth Advisors Inc. 1.23% Reduce -5.9% 3,946 $1.7M
Battery Global Advisors, LLC 0.89% Add +0.1% 3,931 $1.7M
Foundation Wealth Management, LLC 1.28% Add +9.1% 3,925 $1.7M
Retirement Guys Formula LLC 0.83% Add +2.6% 3,923 $1.7M
Pasadena Private Wealth, LLC 0.34% Add +0.1% 3,919 $1.7M
Hardin Capital Partners, LLC 1.00% Add +0.4% 3,918 $1.7M
Guided Capital Wealth Management, LLC 1.51% — 3,916 $1.7M
Ironsides Asset Advisors, LLC 0.47% Add +15.6% 3,914 $1.6M
Pitti Group Wealth Management, LLC 1.67% Add +12.5% 3,910 $1.6M
FWG Investments, LLC. 1.28% Reduce -4.5% 3,904 $1.6M
Williamson Legacy Group, LLC 1.10% Reduce -1.9% 3,901 $1.6M
Creative Capital Management Investments LLC 0.69% Add +12.2% 3,893 $1.6M
Castlekeep Investment Advisors LLC 1.15% Add +12.0% 3,886 $1.6M
BIP Alliance, LLC 0.69% — 3,878 $1.6M
FSA Advisors, Inc. 2.00% Reduce -48.6% 3,870 $1.6M
Winebrenner Capital Management LLC 1.26% — 3,870 $1.6M
Avant Financial Advisors LLC 1.50% — 3,866 $1.6M
Lakeshore Capital Group, Inc. 2.46% — 3,864 $1.6M
Ferguson Shapiro LLC 0.60% Add +4.1% 3,864 $1.6M
Voisard Asset Management Group, Inc. 0.54% Add +0.9% 3,862 $1.6M
Pingora Partners LLC 1.07% Reduce -3.7% 3,860 $1.6M
Willow Creek Wealth Management Inc. 0.17% Reduce -1.6% 3,855 $1.6M
Santori & Peters, Inc. 0.62% Add +0.0% 3,852 $1.6M
CWC Advisors, LLC. 1.62% Reduce -0.4% 3,851 $1.6M
IMPACTfolio, LLC 0.84% Add +0.3% 3,846 $1.6M
Granite FO LLC 0.93% No change 3,846 $1.6M
Panoramic Investment Advisors, LLC 1.05% Add +13.3% 3,839 $1.6M
Bantamac Capital, LLC 0.73% Add +1.1% 3,835 $1.6M
Pension & Wealth Management Advisors, Inc. 0.64% Add +12.6% 3,831 $1.6M
True Link Financial Advisors, LLC 0.14% Add +18.0% 3,829 $1.6M
Landing Point Financial Group, LLC 1.23% — 3,942 $1.6M
ACT Advisors, LLC. 0.87% Add +9.5% 3,821 $1.6M
Greenhouse Wealth Management, LLC 1.06% Add +0.1% 3,814 $1.6M
Sard Wealth Management Group, LLC 1.08% Reduce -0.6% 3,807 $1.6M
Vance Wealth, LLC 0.62% Reduce -3.6% 3,806 $1.6M
Balentine LLC 0.07% Reduce -58.1% 3,806 $1.6M
Spectrum Wealth Advisory Group, LLC 0.75% Add +32.6% 3,775 $1.6M
Ofc Financial Planning, LLC 1.67% — 3,761 $1.6M
Hart & Patterson Financial Group LLC 0.77% Reduce -2.7% 3,759 $1.6M
Arcus Capital Partners, LLC 0.50% Add +4.2% 3,745 $1.6M
Saxony Capital Management, LLC 1.39% Reduce -6.7% 3,737 $1.6M
Harris Associates (Oakmark Funds) 0.00% Add +18.3% 3,736 $1.6M
Gibson Capital, LLC 0.32% Add +21.3% 3,735 $1.6M
Family Firm, Inc. 0.35% Add +747.4% 37,474 $1.6M
Matrix Private Capital Group LLC 0.89% Reduce -0.4% 3,725 $1.6M
FSC Wealth Advisors, LLC 1.01% Reduce -0.8% 3,724 $1.6M
Tacita Capital Inc 1.12% Add +3.6% 3,724 $1.6M
Defined Wealth Management, LLC 1.04% Add +4.5% 3,716 $1.6M
Sterling Financial Planning, Inc. 0.58% Add +8.7% 3,714 $1.6M
Tenon Financial LLC 1.01% Add +2.2% 3,736 $1.6M
Redwood Financial Network Corp 1.16% Reduce -0.3% 3,708 $1.6M
Verde Capital Management 0.44% Add +50.4% 3,705 $1.6M
SilverOak Wealth Management LLC 0.34% Add +0.3% 3,699 $1.6M
Haven Private, LLC 0.87% — 3,698 $1.6M
Zeit Capital LLC 1.20% Reduce -9.0% 3,748 $1.6M
Guardian Financial Partners, LLC 0.93% Add +10.3% 3,695 $1.6M
Systematic Financial Management LP 0.04% No change 3,685 $1.6M
Private Wealth Management Group, LLC 0.59% Add +4.1% 3,682 $1.6M
Frazier Financial Advisors, LLC 1.23% Reduce -3.5% 3,651 $1.6M
Two Sigma Securities, LLC 0.28% Reduce -94.3% 3,674 $1.5M
Alterna Wealth Management, Inc. 1.30% Add +1.1% 3,661 $1.5M
Ewing Morris & Co. Investment Partners Ltd. 0.53% New 3,645 $1.5M
Mountain Capital Investment Advisors Inc. 0.32% Add +0.3% 3,560 $1.5M
Anchor Pointe Wealth Management, LLC 1.98% — 3,592 $1.5M
Seascape Capital Management 0.53% Add +0.6% 3,617 $1.5M
Clarus Wealth Advisors 0.76% Add +6.5% 3,648 $1.5M
Silver Coast Investments LLC 0.58% Add +0.1% 3,608 $1.5M
Bernardo Wealth Planning LLC 0.36% Add +4.7% 3,627 $1.5M
Geometric Wealth Advisors 0.28% Add +1.5% 3,591 $1.5M
One River Asset Management, LLC 2.26% New 3,551 $1.5M
Frederick Financial Consultants, LLC 1.20% — 3,575 $1.5M
Presilium Private Wealth, LLC 0.35% Add +1.4% 3,573 $1.5M
Croban 1.48% — 3,571 $1.5M
Earnest Partners LLC 0.01% No change 3,569 $1.5M
Stevens Capital Partners 0.68% Add +14.5% 3,568 $1.5M
Nova R Wealth, Inc. 0.76% Reduce -36.1% 3,566 $1.5M
Awm Capital, LLC 0.18% Reduce -3.1% 3,566 $1.5M
Howard Wealth Management, LLC 0.81% Add +0.9% 3,563 $1.5M
Seneca Financial Advisors LLC 0.74% No change 3,558 $1.5M
Smith & Howard Wealth Management, LLC 0.42% Reduce -2.7% 3,557 $1.5M
Slocum, Gordon & Co LLP 1.23% No change 3,541 $1.5M
Abc Arbitrage SA 0.21% — 3,540 $1.5M
Acas, LLC 1.10% Add +1.7% 3,610 $1.5M
West Financial Advisors, LLC 0.29% Add +87.8% 3,537 $1.5M
Integrated Capital Management, LLC 0.79% Reduce -0.8% 3,525 $1.5M
Powell Investment Advisors, LLC 0.69% Add +0.0% 3,519 $1.5M
Cathy Pareto & Associates, Inc. 1.36% — 3,515 $1.5M
Edge Financial Advisors LLC 1.32% Reduce -1.1% 3,509 $1.5M
Compound Global Advisors, LLC 6.00% — 3,500 $1.5M
Capital A Wealth Management, LLC 2.44% — 3,486 $1.5M
Visionary Horizons, LLC 0.96% Reduce -1.1% 3,478 $1.5M
Insight 2811, Inc. 0.76% Reduce -0.1% 3,476 $1.5M
Colrain Capital LLC 1.44% — 3,475 $1.5M
Parkwoods Wealth Partners, LLC 1.16% Reduce -1.1% 3,474 $1.5M
Magnolia Wealth Management, LLC 1.02% No change 3,471 $1.5M
Katamaran Capital LLP 1.96% — 3,468 $1.5M
Cornercap Investment Counsel Inc. 0.47% Reduce -3.9% 3,468 $1.5M
Robinson Smith Wealth Advisors LLC 1.24% Add +1.0% 3,467 $1.5M
Wade Financial Advisory, Inc 0.49% No change 3,455 $1.5M
William B. Walkup & Associates, Inc. 0.92% No change 3,439 $1.4M
Ackerman Capital Advisors, LLC 0.38% Reduce -1.6% 3,438 $1.4M
Sageworth Trust Co 0.09% Reduce -22.6% 3,432 $1.4M
Tanglewood Legacy Advisors, LLC 0.62% Reduce -1.4% 3,432 $1.4M
OneAscent Wealth Management LLC 0.59% Reduce -21.1% 3,422 $1.4M
OMNI 360 Wealth, Inc. 0.96% Reduce -38.0% 3,417 $1.4M
JBR Co Financial Management Inc 0.88% Add +7.8% 3,416 $1.4M
Three Magnolias Financial Advisors, LLC 1.51% — 3,414 $1.4M
Tang Capital Management LLC 0.10% Add +51.7% 3,413 $1.4M
Cresta Advisors, Ltd. 0.75% No change 3,340 $1.4M
AmeriServ Wealth Advisors 0.77% — 3,404 $1.4M
Defender Capital, LLC. 0.53% Reduce -0.2% 3,395 $1.4M
Coign Capital Advisors LLC 1.32% — 3,393 $1.4M
Diker Management LLC 1.24% No change 3,392 $1.4M
Brio Consultants, LLC 0.22% Add +16.0% 3,388 $1.4M
Deseret Mutual Benefit Administrators 0.70% Add +4.1% 3,388 $1.4M
Yoder Wealth Management, Inc. 0.79% Add +18.1% 3,378 $1.4M
XY Planning Network, Inc. 1.07% — 3,375 $1.4M
Flywheel Private Wealth LLC 1.30% — 3,365 $1.4M
Vermillion & White Wealth Management Group, LLC 1.04% Reduce -0.3% 3,365 $1.4M
Financial Network Wealth Advisors LLC 2.63% Reduce -24.4% 3,356 $1.4M
Heck Capital Advisors, LLC 0.16% Reduce -0.1% 3,352 $1.4M
OneAscent Family Office, LLC 2.56% — 3,350 $1.4M
Sage Investment Counsel LLC 1.84% — 3,349 $1.4M
Kooman & Associates 0.51% Add +3.6% 3,348 $1.4M
Forthright Family Wealth Advisory LLC 0.91% Reduce -1.1% 3,340 $1.4M
Veridan Wealth LLC 0.66% — 3,419 $1.4M
Echo Wealth Management, LLC 0.97% Reduce -0.3% 3,329 $1.4M
Range Financial Group LLC 0.65% Add +152.1% 3,327 $1.4M
Spring Capital Management, LLC 0.84% New 3,326 $1.4M
Rather & Kittrell, Inc. 0.33% Reduce -1.4% 3,323 $1.4M
Hiley Hunt Wealth Management 0.78% Add +26.6% 3,322 $1.4M
FMB Wealth Management 0.78% Reduce -1.8% 3,303 $1.4M
Financial Synergies Wealth Advisors, Inc. 0.17% Reduce -3.3% 3,295 $1.4M
Parker Financial LLC 0.68% Add +1.4% 3,293 $1.4M
Kuhn & Co Investment Counsel 1.18% Add +0.8% 3,286 $1.4M
Coyle Financial Counsel LLC 0.44% Add +17.6% 3,286 $1.4M
Horizon Bancorp Inc. 0.65% Reduce -0.3% 3,276 $1.4M
Stark Wealth Management LLC 1.02% — 3,273 $1.4M
Asset Planning Corporation 0.86% Add +0.3% 3,267 $1.4M
SMART Wealth LLC 0.49% Reduce -6.5% 3,267 $1.4M
Blake Schutter Theil Wealth Advisors, LLC 1.45% Reduce -63.0% 3,266 $1.4M
Element Wealth, LLC 0.72% Add +0.6% 3,265 $1.4M
Blueshift Asset Management, LLC 0.50% Reduce -64.1% 3,264 $1.4M
Post Resch Tallon Group Inc. 1.33% — 3,285 $1.4M
Wallace Capital Management Inc. 0.19% Reduce -1.5% 3,262 $1.4M
Trademark Financial Management, LLC 1.09% Add +25.8% 3,259 $1.4M
Elite Life Management LLC 4.06% Add +1.1% 3,252 $1.4M
Basepoint Wealth LLC 1.09% Add +1.9% 3,252 $1.4M
Pollock Investment Advisors, LLC 1.11% — 3,248 $1.4M
Causey Wealth LLC 0.80% — 3,245 $1.4M
Koa Wealth Management, LLC 1.12% Reduce -1.0% 3,244 $1.4M
SWS Partners 0.41% Add +49.0% 3,238 $1.4M
Scientech Research LLC 0.39% Reduce -32.2% 3,231 $1.4M
Nebula Research & Development LLC 0.16% Reduce -63.1% 3,229 $1.4M
New Harbor Financial Group, LLC 0.41% Reduce -2.9% 3,227 $1.4M
Fiduciary Family Office, LLC 0.41% Reduce -77.7% 3,227 $1.4M
Presidio Capital Management, LLC 0.73% Add +4.4% 3,223 $1.4M
Peak Financial Management, Inc. 0.41% Add +2.5% 3,222 $1.4M
Uhlmann Price Securities, LLC 1.02% Add +4.9% 3,218 $1.4M
Soundwatch Capital LLC 0.14% Add +2.1% 3,218 $1.4M
Shelton Wealth Management, LLC 0.74% Add +0.5% 3,218 $1.4M
Legacies Wealth LLC 1.05% No change 3,215 $1.4M
Tandem Wealth Advisors LLC 0.69% Add +8.8% 3,212 $1.4M
Tower Wealth Partners, Inc. 0.71% Add +3.3% 3,210 $1.4M
One Plus One Wealth Management, LLC 0.79% No change 3,203 $1.4M
LifePlan Investment Advisors, Inc. 0.83% Add +3.6% 3,199 $1.3M
BXM Wealth LLC 1.88% — 3,194 $1.3M
TruNorth Capital Management, LLC 0.37% Reduce -6.5% 3,184 $1.3M
Lingohr Asset Management GmbH 2.78% Add +68.0% 3,159 $1.3M
Harvest Investment Services, LLC 0.33% Reduce -14.6% 3,180 $1.3M
Single Point Partners, LLC 0.31% New 3,176 $1.3M
James Reed Financial Services, Inc. 1.40% — 3,173 $1.3M
Councilor Wealth, LLC 0.64% Reduce -1.2% 3,171 $1.3M
HighMark Wealth Management LLC 0.77% Reduce -3.9% 3,169 $1.3M
Bramshill Investments, LLC 0.21% Add +166.2% 3,168 $1.3M
CPA Asset Management Group, LLC 0.62% No change 3,166 $1.3M
WESPAC Advisors, LLC 0.98% No change 3,165 $1.3M
Arbor Wealth Advisors LLC 1.19% Add +41.2% 3,163 $1.3M
WorthPointe, LLC 0.55% Reduce -1.0% 3,160 $1.3M
Richmond Brothers, Inc. 0.85% Reduce -23.8% 3,160 $1.3M
Sightline Wealth Advisors, LLC 0.72% Add +0.0% 3,159 $1.3M
Davis Investment Partners, LLC 0.56% Add +18.2% 3,170 $1.3M
Aufman Associates Inc 0.90% Reduce -0.5% 3,157 $1.3M
Martin Worley Group 0.83% — 3,155 $1.3M
Nova Wealth Management, Inc. 1.15% — 3,154 $1.3M
Brogan Financial, Inc. 0.65% Add +2.1% 3,153 $1.3M
Morris Financial Concepts, Inc. 0.57% Add +3.7% 3,152 $1.3M
Trinity Wealth Management, LLC 0.60% Add +4.3% 3,146 $1.3M
McNaughton Wealth Management, LLC 0.64% Add +2.9% 3,143 $1.3M
Global Wealth Strategies & Associates 0.41% Add +4.9% 3,143 $1.3M
Halter Ferguson Financial Inc. 0.56% Add +13.6% 3,137 $1.3M
Welch Capital Partners LLC 0.29% No change 3,137 $1.3M
Second Half Financial Partners, LLC 0.65% Reduce -0.3% 3,135 $1.3M
Financial Harvest, LLC 1.11% — 3,129 $1.3M
Keb Asset Management, LLC 0.38% Reduce -10.8% 3,128 $1.3M
Long Road Investment Counsel, LLC 0.54% No change 3,117 $1.3M
Verus Financial Partners, Inc. 0.15% Reduce -0.6% 3,123 $1.3M
Financial Guidance Group, Inc. 0.71% Reduce -0.8% 3,093 $1.3M
Wiser Wealth Management, Inc 0.37% Add +20.8% 3,086 $1.3M
Ipsen Advisor Group LLC 1.11% — 3,083 $1.3M
Grove Street Fiduciary, LLC 0.68% — 3,076 $1.3M
Vanguard Capital Wealth Advisors 1.41% Reduce -5.1% 3,071 $1.3M
Wick Capital Partners, LLC 0.38% Add +6.7% 3,071 $1.3M
Moneywise, Inc. 0.65% Reduce -15.3% 3,066 $1.3M
Copley Financial Group, Inc. 0.99% Add +58.6% 3,066 $1.3M
Christensen, King & Associates Investment Services, Inc. 0.61% Reduce -0.7% 2,939 $1.3M
Arlington Capital Management, Inc. 0.89% Add +0.1% 3,056 $1.3M
RFG Holdings, Inc. 0.43% Add +14.7% 3,049 $1.3M
Mowery & Schoenfeld Wealth Management, LLC 2.50% Reduce -16.7% 3,055 $1.3M
Swmg, LLC 0.51% Reduce -2.5% 2,884 $1.3M
Astra Wealth Partners LLC 1.21% — 3,052 $1.3M
Wealth Advisors Northwest LLC 0.88% — 3,050 $1.3M
Schwartz Investment Counsel Inc. 0.05% Reduce -1.0% 3,045 $1.3M
Lutz Financial Services LLC 0.10% Reduce -2.4% 3,044 $1.3M
Morling Financial Advisors, LLC 0.45% Reduce -10.2% 3,043 $1.3M
Plum Street Advisors, LLC 0.63% Add +3.1% 3,041 $1.3M
Alpha Advisors, LLC 1.32% — 3,038 $1.3M
Westfuller Advisors, LLC 0.81% Reduce -1.1% 3,033 $1.3M
Flagship Wealth Advisors, LLC 0.75% — 3,030 $1.3M
Kelman-Lazarov, Inc. 0.23% Add +6.4% 3,022 $1.3M
Kraematon Investment Advisors, Inc. 1.26% Add +5.6% 3,018 $1.3M
Fortress Financial Group, LLC 1.26% — 3,015 $1.3M
Continental Investors Services, Inc. 2.51% Add +0.6% 3,002 $1.3M
De Lisle Partners LLP 0.19% No change 3,000 $1.3M
Yardley Wealth Management LLC 0.61% Add +237.9% 2,974 $1.3M
HFG Advisors, Inc. 1.10% Add +2.8% 2,995 $1.3M
Act Wealth Management, LLC 0.59% Reduce -0.1% 2,991 $1.3M
Brightwater Advisory LLC 0.99% Reduce -5.9% 2,987 $1.3M
Clarity Wealth Development LLC 1.36% — 3,024 $1.3M
Keener Financial Planning LLC 0.74% Add +12.4% 2,974 $1.3M
Scarborough Advisors, LLC 0.18% Reduce -86.8% 2,969 $1.3M
Epiq Partners, LLC 0.71% No change 2,969 $1.3M
Verus Wealth Management, LLC 1.40% — 2,960 $1.2M
Brown Wealth Management, LLC 0.44% Add +3.0% 2,959 $1.2M
Wealthgarden F.S. LLC 1.17% Add +0.1% 2,958 $1.2M
Seros Financial, LLC 1.12% — 2,789 $1.2M
Opus Capital Group, LLC 0.16% Add +3.6% 2,956 $1.2M
Austin Wealth Management, LLC 0.26% Add +11.9% 2,902 $1.2M
MAS Advisors LLC 2.09% Reduce -1.5% 2,952 $1.2M
Tidemark, LLC 0.48% Add +41.9% 2,950 $1.2M
POM Investment Strategies, LLC 0.94% Reduce -6.0% 2,946 $1.2M
Sprinkle Financial Consultants LLC 0.84% Reduce -3.9% 2,942 $1.2M
NBZ Investment Advisors LLC 0.69% — 2,940 $1.2M
Passumpsic Savings Bank 0.77% Add +3.7% 2,937 $1.2M
Cairn Investment Group, Inc. 0.73% Reduce -5.1% 2,931 $1.2M
KilterHowling LLC 0.71% Add +15.8% 3,018 $1.2M
R. W. Roge & Company, Inc. 0.67% Reduce -4.7% 2,927 $1.2M
Tumwater Wealth Management, LLC 0.65% — 2,924 $1.2M
Hobbs Wealth Management, LLC 1.41% — 2,924 $1.2M
Dean Investment Associates, LLC 0.18% Reduce -3.1% 2,922 $1.2M
BHK Investment Advisors, LLC 0.46% Reduce -3.1% 2,917 $1.2M
Gray Private Wealth, LLC 0.73% Reduce -1.4% 2,915 $1.2M
Motiv8 Investments LLC 0.86% Add +38.0% 2,911 $1.2M
Client 1ST Advisory Group, LLC 0.47% Add +7.2% 2,908 $1.2M
Henrickson Nauta Wealth Advisors, Inc. 0.50% Reduce -4.7% 2,907 $1.2M
Winslow Asset Management Inc. 0.24% Reduce -0.2% 2,903 $1.2M
North Berkeley Wealth Management, LLC 1.24% — 2,894 $1.2M
Gimbal Financial 1.00% Reduce -4.0% 2,891 $1.2M
Richwood Investment Advisors, LLC 1.01% Add +8.5% 2,884 $1.2M
Birmingham Capital Management Co. Inc. 0.45% Reduce -0.2% 2,880 $1.2M
Lionshead Wealth Management, LLC 0.88% — 2,877 $1.2M
Inspire Advisors, LLC 0.15% Add +4.2% 2,875 $1.2M
Vantage Point Financial LLC 0.65% — 2,865 $1.2M
Bright Futures Wealth Management, LLC. 1.09% Reduce -55.0% 2,730 $1.2M
Flower City Capital 0.74% Reduce -1.3% 2,859 $1.2M
Northwest Quadrant Wealth Management, LLC 0.27% Add +16.6% 2,858 $1.2M
Fortune 45 LLC 0.78% Add +6.9% 2,850 $1.2M
Warner Financial, Inc. 0.51% Add +2.7% 2,842 $1.2M
Tranquilli Financial Advisor LLC 0.76% Add +4.4% 2,838 $1.2M
Insight Wealth Partners, LLC 0.76% Reduce -39.7% 2,835 $1.2M
Planning Directions Inc. 0.69% Add +3.9% 2,834 $1.2M
Wealth Management Nebraska 0.19% — 2,825 $1.2M
Richmond Investment Services, LLC 0.67% — 2,816 $1.2M
Letson Investment Management, Inc. 0.48% Add +1.5% 2,811 $1.2M
Alaska Wealth Advisors, LLC 0.18% Reduce -0.8% 2,800 $1.2M
denkapparat Operations GmbH 1.74% — 2,798 $1.2M
Leslie Global Wealth, LLC 0.55% Add +0.1% 2,794 $1.2M
Legacy PCG, LLC 0.84% Reduce -13.3% 2,793 $1.2M
Revisor Wealth Management LLC 1.08% Reduce -35.7% 2,797 $1.2M
Waterford Advisors, LLC 0.60% Add +6.7% 2,788 $1.2M
Optima Capital LLC 0.81% — 2,785 $1.2M
Marshall & Sterling Wealth Advisors Inc. 0.81% — 2,781 $1.2M
Marathon Mission, Inc. 0.80% Add +5.1% 2,779 $1.2M
Cushing Capital Partners, LLC 1.13% — 2,778 $1.2M
Algebris (uk) Ltd. 0.32% New 2,865 $1.2M
Sugar Maple Asset Management, LLC 0.89% Reduce -5.5% 2,766 $1.2M
Kickstand Ventures, Llc. 0.30% Add +19.3% 2,763 $1.2M
Keystone Financial Services 0.45% Add +1.8% 2,763 $1.2M
Better Money Decisions, LLC 0.81% Add +11.5% 2,759 $1.2M
Intergy Private Wealth, LLC 0.43% Add +10.2% 2,751 $1.2M
Blankinship & Foster, LLC 0.28% No change 2,750 $1.2M
Lauterbach Financial Advisors, LLC 0.70% Add +2.6% 2,750 $1.2M
Dakota Community Bank & Trust NA 5.50% Add +9.3% 2,746 $1.2M
Clark & Stuart, Inc 0.85% — 2,745 $1.2M
ODonnell Financial Services, LLC 0.48% Add +1.9% 2,846 $1.2M
Seven Springs Wealth Group, LLC 0.44% Add +12.8% 2,741 $1.2M
Foundry Partners, LLC 0.06% Add +9.4% 2,740 $1.2M
Red Mountain Financial, LLC 1.24% Add +1.4% 2,739 $1.2M
Stegent Equity Advisors, Inc. 1.17% Add +3.8% 2,737 $1.2M
Trace Wealth Advisors, LLC 1.03% — 2,735 $1.2M
IVC Wealth Advisors LLC 0.64% Reduce -15.5% 2,734 $1.2M
Bravias Capital Group, LLC 0.93% — 2,771 $1.1M
Columbia Advisory Partners LLC 1.07% Reduce -10.4% 2,728 $1.1M
Boulder Wealth Advisors, LLC 0.59% Add +5.3% 2,705 $1.1M
Cornerstone Planning Group LLC 0.28% Reduce -1.3% 2,623 $1.1M
Objectivity Squared, LLC 0.79% Add +4.7% 2,720 $1.1M
Discipline Wealth Solutions, LLC 0.53% Add +1.6% 2,701 $1.1M
AJ Advisors, LLC 0.59% Add +1.7% 2,698 $1.1M
Virtus Advisers, LLC 0.46% Add +29.4% 2,693 $1.1M
Towneley Capital Management, Inc / DE 0.27% New 2,688 $1.1M
Severin Investments, LLC 1.13% — 2,688 $1.1M
Chiron Capital Management, LLC 1.07% Add +3.0% 2,687 $1.1M
Oberweis Asset Management Inc./ 0.05% No change 2,685 $1.1M
Signature Resources Capital Management, LLC 1.01% Add +0.0% 2,679 $1.1M
Vision Financial Markets LLC 1.22% — 2,675 $1.1M
25 LLC 0.48% Add +9.5% 2,667 $1.1M
Silver Oak Wealth Advisors Services, LLC 0.97% — 1,441 $1.1M
G2 Capital Management, LLC / Oh 0.33% No change 2,663 $1.1M
NavPoint Financial, Inc. 0.89% No change 2,662 $1.1M
Conestoga Capital Advisors, LLC 0.01% No change 2,662 $1.1M
Allie Family Office LLC 0.62% Add +16.2% 2,661 $1.1M
Stuart Chaussee & Associates, Inc. 0.28% Add +2.8% 2,645 $1.1M
Silverberg Bernstein Capital Management LLC 0.98% No change 2,642 $1.1M
Wealthcare Capital Management LLC 0.11% Add +3.7% 2,634 $1.1M
Main Line Retirement Advisors, LLC 0.73% Add +0.7% 2,633 $1.1M
Warburton Capital Management, LLC 0.83% — 2,633 $1.1M
RHS Financial, LLC 0.57% Reduce -2.4% 2,623 $1.1M
Ameraudi Asset Management, Inc. 0.61% No change 2,618 $1.1M
Joule Financial, LLC 0.39% Reduce -20.8% 2,614 $1.1M
Oldfather Financial Services, LLC 0.42% Add +5.0% 2,610 $1.1M
Joseph P. Lucia & Associates, LLC 0.49% Add +0.1% 2,609 $1.1M
ArchPoint Investors 0.36% Add +0.1% 2,598 $1.1M
Israel Discount Bank of New York 0.80% Add +2.9% 2,607 $1.1M
Financial Enhancement Group LLC 0.17% Add +31.2% 2,630 $1.1M
Penobscot Wealth Management 0.51% Add +5.9% 2,600 $1.1M
Glaxis Capital Management, LLC 3.03% No change 2,600 $1.1M
Mfa Wealth Advisors, LLC 0.28% Reduce -2.8% 2,600 $1.1M
Gallacher Capital Management LLC 0.54% Reduce -8.6% 2,599 $1.1M
SwitchPoint Financial Planning, LLC 1.05% — 2,597 $1.1M
Simplex Trading, LLC 0.03% Reduce -97.4% 2,596 $1.1M
Provident Wealth Management, LLC 0.36% Reduce -2.7% 2,587 $1.1M
Holland Advisory Services, Inc. 1.42% Reduce -28.4% 2,585 $1.1M
Inkwell Capital LLC 1.16% — 2,576 $1.1M
Noble Family Wealth, LLC 0.30% No change 2,556 $1.1M
Axiom Financial Strategies, LLC 0.61% Add +2.1% 2,576 $1.1M
Sound Stewardship, LLC 0.64% Add +17.9% 2,575 $1.1M
DORVAL Corp 0.43% Reduce -3.5% 2,573 $1.1M
American Capital Advisory, LLC 0.60% Reduce -0.1% 2,570 $1.1M
Lloyd Advisory Services, LLC. 0.51% Reduce -7.1% 2,567 $1.1M
Sharp Wealth Advisory, LLC 0.82% Add +6.5% 2,566 $1.1M
Chris Bulman Inc 0.69% Reduce -1.6% 2,564 $1.1M
Tableaux LLC 0.89% — 2,560 $1.1M
McMill Wealth Management 0.44% — 2,557 $1.1M
TPG Financial Advisors, LLC 0.47% Reduce -2.6% 2,555 $1.1M
Instrumental Wealth, LLC 1.02% Reduce -0.5% 2,634 $1.1M
New Vernon Investment Management LLC 1.42% Add +111.5% 8,550 $1.1M
Stevard, LLC 4.01% No change 2,547 $1.1M
Williams & Novak, LLC 1.03% Reduce -1.1% 2,546 $1.1M
Axim Planning & Wealth 1.14% Reduce -0.6% 2,544 $1.1M
Lifelong Wealth Advisors, Inc. 0.48% — 2,543 $1.1M
AlphaQuest LLC 0.14% Reduce -57.2% 2,542 $1.1M
Juncture Wealth Strategies, LLC 0.40% Reduce -6.0% 2,541 $1.1M
Carmel Capital Management L.L.C. 0.40% No change 2,539 $1.1M
Kendall Capital Management 0.31% Add +17.3% 2,539 $1.1M
Cypress Capital Management LLC (WY) 1.22% New 2,533 $1.1M
Mullaney, Keating & Wright, Inc. 0.72% Reduce -1.3% 2,528 $1.1M
WPWealth LLP 0.22% Reduce -30.7% 2,527 $1.1M
Blue Oak Capital, LLC 0.65% — 2,525 $1.1M
Stephens Investment Management Group LLC 0.01% Reduce -16.0% 2,524 $1.1M
Cedar Point Capital Partners, LLC 0.72% Add +5.9% 2,523 $1.1M
Meridian Management Co. 0.28% Add +6.8% 2,521 $1.1M
Freedom Financial Partners LLC 0.51% — 2,520 $1.1M
Dopkins Wealth Management, LLC 0.54% Add +9.5% 2,518 $1.1M
Sensible Money, LLC 0.46% Reduce -0.4% 2,515 $1.1M
Wealth Management Strategies, Inc. 0.81% — 2,514 $1.1M
Axecap Investments, LLC 0.80% Add +3.4% 2,510 $1.1M
Colorado Capital Management, Inc. 0.51% Reduce -24.6% 2,497 $1.1M
Wilkins Miller Wealth Management, LLC 1.10% — 2,494 $1.1M
JFG Wealth Management, LLC 0.24% Add +2.5% 2,495 $1.1M
Vestia Personal Wealth Advisors 0.86% Add +15.5% 2,491 $1.1M
Kondo Wealth Advisors, Inc. 0.53% — 2,486 $1.0M
Avaii Wealth Management, LLC 0.52% Reduce -1.1% 2,487 $1.0M
One Wealth Map LLC 0.63% Reduce -8.6% 2,557 $1.0M
Lowe Wealth Advisors, LLC 0.44% Reduce -9.9% 2,474 $1.0M
Altus Wealth Management, LLC 0.47% Add +18.7% 2,473 $1.0M
Ballew Advisors, Inc 0.67% Add +4.0% 2,498 $1.0M
America First Investment Advisors, LLC 0.23% Reduce -3.9% 2,469 $1.0M
Meredith Wealth Planning 0.46% Reduce -1.6% 2,463 $1.0M
ShoreHaven Wealth Partners, LLC 0.49% Reduce -3.5% 2,460 $1.0M
Covey Capital Advisors, LLC 1.17% No change 2,450 $1.0M
Caerus Investment Advisors, LLC 0.97% No change 2,449 $1.0M
BetterWealth, LLC 0.28% Reduce -13.7% 2,449 $1.0M
BostonPremier Wealth LLC 0.63% — 2,448 $1.0M
Renaissance Technologies 0.00% Reduce -99.8% 2,383 $1.0M
Fox Run Management, L.L.C. 0.19% Reduce -27.6% 2,439 $1.0M
Stewardship Advisors, LLC 0.28% Add +21.7% 2,435 $1.0M
Capstone Wealth Management, LLC 1.00% — 2,435 $1.0M
Timonier Family Office, LTD. 0.53% — 2,434 $1.0M
Maren Capital LLC 0.08% Reduce -7.6% 2,434 $1.0M
Weil Company, Inc. 0.35% Add +13.9% 2,432 $1.0M
Bluestem Financial Advisors, LLC 0.48% Add +17.5% 2,428 $1.0M
Alternative Investment Advisors, LLC. 0.53% Reduce -48.8% 2,426 $1.0M
Oak Wealth Advisors LLC 0.79% — 2,424 $1.0M
Fortis Advisors, LLC 0.67% Add +0.6% 2,423 $1.0M
Wheelhouse Advisory Group LLC 0.61% Add +4.8% 2,422 $1.0M
ARK & TLK Investments, LLC 0.35% Reduce -1.7% 2,421 $1.0M
Innovative Wealth Building LLC 0.92% — 2,411 $1.0M
CMC Financial Group 2.16% Reduce -3.0% 2,406 $1.0M
V2 Financial group LLC 0.62% Add +64.6% 2,403 $1.0M
Stage Harbor Financial, LLC 0.88% Reduce -5.0% 2,401 $1.0M
Arkos Global Advisors 0.15% Add +2.2% 2,395 $1.0M
BlueSky Wealth Advisors, LLC 0.16% Add +2.6% 2,393 $1.0M
AlphaQ Advisors LLC 2.76% No change 2,391 $1.0M
Melfa Wealth Management, Inc. 0.67% Add +10.6% 2,382 $1.0M
Bear Mountain Capital, Inc. 0.39% Reduce -2.9% 2,246 $1.0M
Level Financial Advisors 0.37% Add +1.2% 2,380 $1.0M
Integrity Wealth Advisors, Inc. 0.74% — 2,374 $1.0M
Wealth Group Ltd 0.29% Add +1.2% 2,374 $1.0M
Wingate Wealth Advisors, Inc. 0.98% — 2,368 $998K
Alpha Financial Partners LLC 0.79% Add +98.1% 2,363 $996K
Family Investment Center, Inc. 0.25% Add +6.1% 2,359 $994K
Giverny Capital 0.04% New 2,354 $992K
Michels Family Financial, LLC 0.91% — 2,351 $991K
McMorgan & Co. LLC 0.15% Reduce -1.5% 2,344 $988K
Randall & Associates Wealth Management 0.82% Add +47.5% 2,338 $985K
Morton Brown Family Wealth, LLC 0.34% No change 2,338 $985K
Caitlin John, LLC 0.67% Reduce -0.1% 2,336 $985K
Keeler & Nadler Financial Planning & Wealth Management 0.46% Reduce -3.5% 2,334 $984K
B&D White Capital Company, LLC 0.17% Reduce -14.0% 2,328 $981K
Beck Bode, LLC 0.18% Reduce -94.5% 2,319 $977K
GEN Financial Management, INC. 0.63% — 2,319 $977K
GGM Financial LLC 1.04% Reduce -2.2% 2,317 $977K
Dahring | Cusmano LLC 0.89% — 2,315 $976K
Trellis Wealth Advisors LLC 0.49% No change 2,315 $976K
Retirement Wealth Solutions LLC 0.82% — 2,325 $974K
Saybrook Capital 0.26% Add +72.1% 2,311 $974K
Wealthstar Advisors, LLC 0.42% — 2,305 $972K
FreeGulliver LLC 0.51% Reduce -27.4% 2,304 $971K
DDFG, Inc 0.28% No change 2,302 $970K
Maytree Asset Management Ltd 2.19% New 2,300 $969K
RiverGlades Family Offices LLC 0.69% No change 2,300 $969K
ArrowMark Colorado Holdings LLC 0.01% Reduce -27.7% 2,290 $965K
Priebe Wealth Holdings LLC 0.65% Add +15.7% 2,290 $965K
Websterrogers Financial Advisors, LLC 0.33% Add +160.3% 2,288 $964K
Stanich Group LLC 0.72% — 2,282 $962K
Curio Wealth, LLC 0.52% — 2,282 $962K
Central Asset Investments & Management Holdings (HK) Ltd 0.62% Reduce -67.8% 2,274 $958K
Xcel Wealth Management, LLC 0.27% Add +2.6% 2,272 $957K
Equita Financial Network, Inc. 0.35% Add +5.0% 2,265 $955K
Able Wealth Management LLC 0.63% Add +7.4% 2,263 $954K
O'Connor Financial Group LLC 0.50% Add +1.9% 2,257 $951K
Lighthouse Wealth Management Inc. 0.87% — 2,255 $951K
MBE Wealth Management, LLC 0.54% Reduce -13.7% 2,255 $950K
Great Oak Capital Partners, LLC 0.32% Reduce -0.2% 2,277 $950K
Valtrion Capital Management, LLC 2.02% — 2,253 $950K
Wrenne Financial Planning LLC 0.54% No change 2,251 $949K
Arnhold LLC 0.09% No change 2,250 $948K
One Degree Advisors Inc 0.39% Add +2.4% 2,303 $947K
Graney & King, LLC 0.71% — 2,244 $946K
Noble Wealth Management PBC 0.65% — 2,237 $943K
Barnett & Company, Inc. 0.62% Add +77.7% 2,230 $940K
MontVue Capital Management, Inc. 0.72% Add +7.7% 2,229 $940K
Cannon Financial Strategists, Inc. 0.16% Add +4.9% 2,228 $939K
Chicago Wealth Management, Inc. 0.49% Reduce -1.1% 2,224 $938K
Partners in Financial Planning 0.19% Reduce -4.6% 2,219 $935K
Signify Wealth 1.05% Add +0.1% 2,211 $932K
Horrell Capital Management, Inc. 0.27% No change 2,211 $932K
Straightline Group LLC 0.61% — 2,210 $932K
Turning Point Benefit Group, Inc. 0.89% — 2,231 $931K
Conservest Capital Advisors, Inc. 0.10% Reduce -3.5% 2,201 $928K
Board of the Pension Protection Fund 1.07% — 2,200 $927K
Hobart Private Capital, LLC 0.23% Add +85.0% 2,192 $924K
Persium Advisors, LLC 0.91% — 2,192 $924K
Merkkuri Wealth Advisors LLC 0.73% Reduce -2.1% 2,187 $922K
Raffa Wealth Management, LLC 0.21% Reduce -0.9% 2,185 $921K
HTG Investment Advisors, Inc. 0.42% Reduce -1.1% 2,185 $921K
Lord & Richards Wealth Management, LLC 1.94% — 2,182 $920K
Mustard Seed Financial, LLC 0.75% Reduce -0.9% 2,181 $919K
Koesten, Hirschmann & Crabtree, INC. 0.53% Add +6.9% 2,177 $918K
Fortress Financial Solutions, LLC 1.30% — 2,168 $914K
Wealth Forward, LLC 0.64% Reduce -4.4% 2,162 $911K
Jentner Corp 0.27% No change 2,160 $911K
Auour Investments LLC 0.32% Add +0.3% 2,193 $910K
Emergent Wealth Advisors, LLC 0.66% Add +4.3% 2,158 $910K
ForthRight Wealth Management, LLC 0.30% Reduce -1.0% 2,157 $909K
Thompson Davis & Co., Inc. 0.58% Reduce -1.0% 2,156 $909K
Bryant Woods Investment Advisors, LLC 0.44% Add +10.8% 2,147 $906K
GoalFusion Wealth Management, LLC 0.49% Reduce -2.5% 2,148 $905K
MA Private Wealth 0.17% Reduce -47.0% 2,146 $905K
Portland Investment Counsel Inc. 0.23% No change 2,137 $901K
Tilson Financial Group, Inc. 0.37% Reduce -1.3% 2,134 $899K
Entruity Wealth, LLC 0.89% — 2,132 $899K
Copia Wealth Management 0.85% — 2,131 $898K
RE Dickinson Investment Advisors, LLC 0.77% No change 2,130 $898K
Gouws Capital LLC 0.61% Reduce -2.3% 2,124 $895K
Horizon Family Wealth, Inc. 0.59% Reduce -2.6% 2,115 $892K
Balanced Wealth Group LLC 0.40% Add +0.1% 2,137 $887K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.15% New 2,100 $885K
Darrow Company, Inc. 0.51% No change 2,097 $884K
Financial Symmetry Inc 0.60% Reduce -0.5% 2,095 $883K
BancFirst Trust & Investment Management 0.40% Reduce -10.2% 2,073 $881K
Mason Investment Advisory Services, Inc. 0.05% Reduce -3.4% 2,089 $880K
CGC Financial Services, LLC 0.35% No change 2,087 $880K
TAP Consulting, LLC 0.18% Reduce -4.6% 2,085 $879K
Martel Wealth Advisors LLC 0.17% Reduce -4.9% 2,079 $876K
Chico Wealth RIA 0.77% Reduce -10.7% 2,078 $876K
TSA Wealth Managment LLC 0.36% Reduce -0.4% 2,076 $875K
Carbahal Olsen Financial Services Group, LLC 0.81% — 2,072 $873K
Sage Financial Management Group, Inc. 0.32% No change 2,071 $873K
Ardent Capital Management, Inc. 0.40% No change 2,067 $871K
Axis Wealth Partners, LLC 0.73% — 2,064 $870K
Galibier Capital Management Ltd. 0.25% No change 2,058 $867K
HRT Financial LP 0.00% Reduce -99.8% 2,059 $867K
MPWM Advisory Solutions, LLC 0.63% — 2,053 $865K
Basso Capital Management, L.P. 0.75% No change 2,053 $865K
Windsor Advisory Group, LLC 1.00% Reduce -19.9% 2,046 $862K
Hoya Capital Real Estate, LLC 16.26% No change 2,044 $862K
Collaborative Wealth Managment Inc. 0.39% Add +0.1% 2,035 $858K
Alamar Capital Management, LLC 0.47% Reduce -0.1% 2,033 $857K
Eaton-Cambridge Inc. 0.38% Add +5.3% 2,032 $856K
Kaufman Rossin Wealth, LLC 0.88% — 2,028 $855K
Burrus Financial Services, Inc. 0.44% Add +0.2% 2,026 $854K
DHK Financial Advisors, Inc. 0.52% Add +0.1% 2,024 $853K
Long Island Wealth Management, Inc. 0.53% Add +0.5% 2,018 $851K
Warberg Asset Management LLC 3.32% New 2,000 $843K
Sharper & Granite LLC 0.37% Add +20.6% 1,990 $839K
Future Financial Wealth Managment LLC 0.61% No change 1,990 $839K
Philip James Wealth Mangement, LLC 0.11% Add +13.1% 1,987 $838K
Sequent Asset Management, LLC 0.41% Add +0.1% 1,984 $836K
Beacon Harbor Wealth Advisors, Inc. 0.19% Reduce -3.4% 1,982 $835K
IAG Wealth Partners, LLC 0.15% Add +2.6% 1,982 $835K
Certior Financial Group, LLC 0.74% — 1,976 $833K
Investment Management Corp. /Va/ 0.74% — 1,971 $831K
BWM Planning, LLC 0.36% Reduce -4.6% 1,969 $830K
Orca Wealth Management, LLC 0.75% — 1,965 $828K
Total Investment Management Inc. 0.12% Add +18.3% 1,958 $825K
Demars Financial Group, LLC 0.36% Add +3.7% 1,954 $824K
Holos Integrated Wealth LLC 0.56% — 1,951 $822K
Beckerman Institutional, LLC 0.66% Add +9.8% 1,951 $822K
HRC Wealth Management, LLC 0.49% Add +79.7% 1,950 $822K
Fulcrum Equity Management 0.81% Add +17.3% 1,942 $819K
Centerline Wealth Advisors, LLC 0.48% — 1,958 $818K
Allen Wealth Management, LLC 0.59% Reduce -15.2% 1,938 $817K
Vermillion Wealth Management, Inc. 0.42% — 1,933 $815K
Plotkin Financial Advisors, LLC 0.48% Add +2.0% 1,927 $812K
Dodds Wealth, LLC 0.26% Reduce -2.7% 1,820 $812K
Parkshore Wealth Management, Inc. 0.49% — 1,920 $809K
Compass Planning Associates Inc 0.82% — 1,919 $809K
Ruedi Wealth Management, Inc. 0.25% Add +1.1% 1,913 $806K
Wall Street Financial Group, Inc. 0.79% Add +15.9% 1,912 $806K
Enzi Wealth 0.31% Add +3.1% 1,800 $803K
DBK Financial Counsel, LLC 0.81% Reduce -0.1% 1,904 $802K
Quantum Financial Planning Services, Inc. 0.45% — 1,903 $802K
Kiker Wealth Management, LLC 0.65% — 1,903 $802K
Denver PWM, LLC 0.31% Reduce -3.6% 1,895 $799K
A&I Financial Services, LLC 0.78% — 1,895 $799K
Brickley Wealth Management 0.16% Reduce -4.3% 1,895 $799K
Shakespeare Wealth Management, LLC 0.22% Add +6.1% 1,895 $799K
Whitcomb & Hess, Inc. 0.25% Add +0.6% 1,891 $797K
Martin Investment Management, LLC 0.22% Reduce -0.5% 1,887 $795K
Sterling Manor Financial, LLC 0.55% Reduce -4.8% 1,886 $795K
Legacy Solutions, LLC 0.86% — 1,883 $794K
Lauer Wealth, LLC 0.53% Add +19.0% 1,881 $793K
Cyr Financial Inc. 0.72% Add +5.2% 1,877 $791K
Capital Wealth Alliance, LLC 0.45% Add +0.6% 1,875 $790K
Investment Counsel Co. of Nevada 2.00% — 1,873 $790K
ESL Trust Services, LLC 0.18% Reduce -11.8% 1,872 $789K
Hughes Financial Services, LLC 0.16% — 1,868 $787K
Ceera Investments, LLC 0.27% Reduce -5.1% 1,861 $784K
Core Wealth Advisors, Inc. 0.26% Add +1.5% 1,856 $782K
Harbor Group, Inc. 0.18% No change 1,854 $781K
Everstar Asset Management, LLC 0.55% Reduce -29.0% 1,852 $781K
Baron Financial Group, LLC 0.48% Add +0.1% 1,851 $780K
Summit Investment Advisors, Inc. 0.69% — 1,897 $779K
Tepp RIA, LLC 1.15% — 1,846 $778K
Compton Financial Group, LLC 0.23% No change 1,846 $778K
Note Advisors, LLC 0.69% — 1,846 $778K
Forbes Financial Planning, Inc. 0.38% No change 1,845 $778K
Poplar Forest Capital LLC 0.14% Reduce -1.3% 1,844 $777K
Hunter Perkins Capital Management, LLC 0.16% No change 1,840 $776K
Siligmueller & Norvid Wealth Advisors LLC 0.33% — 1,841 $776K
Dupree Financial Group, LLC 0.38% Reduce -7.3% 1,840 $776K
Kahn Brothers Group Inc. 0.17% No change 1,839 $775K
FinDec Wealth Services, Inc. 0.54% Reduce -46.2% 1,834 $773K
Valley Forge Investment Consultants Inc. Adv 0.26% Add +28.1% 1,828 $771K
Weinberger Asset Management, Inc 0.32% Add +10.9% 1,823 $768K
Dominguez Wealth Management Solutions, Inc. 0.56% Add +6.0% 1,822 $768K
Verisail Partners, LLC 0.36% — 1,820 $767K
Strategent Financial, LLC 0.76% — 1,819 $767K
Golden Road Advisors LLC 0.58% Add +0.4% 1,816 $765K
Fairman Group, LLC 0.63% Reduce -1.6% 1,815 $765K
Synergy Investment Management, LLC 0.33% — 1,812 $764K
Quadrature Capital Ltd 0.02% Reduce -99.4% 1,812 $763K
Grey Fox Wealth Advisors, LLC 0.21% Add +5.9% 1,809 $763K
Carmel Capital Partners, LLC 0.31% Add +4.8% 1,804 $760K
Legacy Wealth Management, LLC 0.05% Add +6.4% 1,804 $760K
Praetorian Wealth Management, Inc. 0.18% New 1,803 $760K
Arcadia Wealth Management, LLC 0.38% Reduce -7.2% 1,800 $759K
BlueStem Wealth Partners, LLC 0.10% — 1,796 $757K
Gutierrez Wealth Advisory, LLC 0.62% — 1,794 $756K
VanderPol Investments L.L.C. 1.65% Add +7.8% 1,793 $756K
ETF Portfolio Partners, Inc. 0.23% No change 1,789 $754K
Rolek Wealth Management LLC 0.59% — 1,786 $753K
Innovator Capital Management, LLC 14.82% Add +147.4% 1,786 $753K
Riverchase Wealth Management, LLC 0.56% — 1,785 $753K
Disciplined Investments, LLC 0.37% Add +29.6% 1,784 $752K
Compass Financial Group, Inc. 0.36% No change 1,784 $752K
FIDELIS iM, LLC 0.37% Add +0.2% 1,783 $751K
Moody Aldrich Partners LLC 0.14% Reduce -14.7% 1,779 $750K
Terril Brothers, Inc. 0.23% Add +102.5% 1,778 $749K
Cornerstone Financial Group, LLC 0.74% — 1,772 $747K
Scratch Capital LLC 0.91% — 1,761 $742K
ShankerValleau Wealth Advisors, Inc. 0.24% Reduce -31.1% 1,757 $741K
CMT Capital Markets Trading GmbH 0.44% Reduce -12.5% 1,750 $738K
Parametrica Management Ltd 0.97% Reduce -35.9% 1,750 $738K
Elevate Wealth Advisory, Inc. 0.55% Add +147.9% 1,748 $737K
Sara-Bay Financial 0.27% Add +7.9% 1,728 $734K
Syverson Strege & Co 0.24% Add +231.6% 1,741 $734K
RTD Financial Advisors, Inc. 0.09% Add +21.8% 1,740 $734K
Penney Financial, LLC 0.49% Add +2.4% 1,736 $732K
Advantage Trust Co 0.43% Add +6.6% 1,736 $732K
Sollinda Capital Management LLC 0.20% Add +10.3% 1,728 $728K
Piedmont Capital Management, LLC 0.44% No change 1,729 $724K
Cypress Financial Planning LLC 0.27% Add +3.3% 1,715 $723K
Graham Capital Wealth Management, LLC 0.63% Add +0.2% 1,715 $723K
Puff Wealth Management, LLC 1.26% — 1,709 $720K
Joel Adams & Associates, Inc. 0.65% — 1,708 $720K
DHJJ Financial Advisors, Ltd. 0.28% No change 1,705 $719K
Tiller Private Wealth, Inc. 0.30% Add +4.9% 1,704 $718K
Kaye Capital Management 0.33% Reduce -9.0% 1,703 $718K
Bruce G. Allen Investments, LLC 0.58% Add +1.8% 1,700 $717K
MRWM Advisors, LLC 0.56% — 1,700 $717K
Karpus Management, Inc. 0.02% No change 1,700 $717K
Global Wealth Management, LLC 0.46% Add +0.2% 1,695 $714K
Thomas Story & Son LLC 0.30% No change 1,695 $714K
TL Private Wealth 0.32% No change 1,672 $713K
Uptown Financial Advisors LLC 0.77% — 1,691 $713K
PFS Partners, LLC 0.39% Reduce -1.4% 1,683 $709K
Avos Capital Management, LLC 0.57% — 1,592 $708K
Capstone Capital LLC 0.57% No change 1,667 $703K
REAP Financial Group, LLC 0.17% Reduce -7.2% 1,662 $701K
Wellment Financial 0.88% — 1,662 $701K
Waypoint Wealth Partners Inc. 0.19% Reduce -19.2% 1,660 $700K
Winnacle Wealth LLC 0.69% — 1,861 $699K
Delta Accumulation, LLC 4.35% Add +0.2% 1,623 $698K
VanWeelden Wealth Management, LLC 0.63% — 1,650 $695K
Clear Point Advisors Inc. 0.59% Reduce -4.6% 1,649 $695K
Delta Wealth Advisors LLC 0.65% Reduce -2.8% 1,647 $694K
High Probability Advisors, LLC 0.12% Add +0.4% 1,645 $693K
AAF Wealth Management, LLC 0.35% No change 1,639 $691K
Arkansas Financial Group, Inc. 0.11% Reduce -3.5% 1,638 $690K
Shared Vision Wealth Group LLC 0.36% Reduce -4.8% 1,635 $689K
Luminvest Wealth Management LLC 0.28% Add +1.8% 1,630 $687K
Foundry Financial Group, Inc. 0.42% Reduce -3.8% 1,627 $686K
Sachem Hill LLC 0.14% No change 1,622 $684K
Corus Family Wealth Advisors 0.46% Add +12.9% 1,615 $681K
Tull Financial Group, Inc. 0.41% New 1,612 $679K
Kilter Group LLC 0.44% — 1,608 $678K
Mendota Financial Group, LLC 0.44% Reduce -14.1% 1,602 $675K
Family Office Research LLC 0.30% — 1,601 $675K
Knott David M Jr 0.24% No change 1,600 $674K
Stuart Investment Advisors, Inc. 0.36% Add +0.1% 1,596 $673K
Arcadia Wealth Management, Inc. 0.57% — 1,596 $673K
Comprehensive Money Management Services LLC 0.55% — 1,595 $672K
Sagace Wealth Management LLC 0.50% Reduce -5.8% 1,595 $672K
Manuka Financial, LLC 0.45% — 1,594 $672K
Valued Wealth Advisors LLC 0.42% Reduce -1.8% 1,592 $671K
Navis Wealth Advisors, LLC 0.73% Add +21.4% 1,580 $666K
Mizuho Bank, Ltd. 0.18% New 1,570 $662K
Strathmore Capital Advisors, Inc. 0.48% — 1,567 $660K
Threadgill Financial, LLC 0.35% Add +0.6% 1,546 $652K
AdviceOne Advisory Services, LLC 0.58% — 1,545 $651K
TKG Advisors, LLC 0.30% Reduce -33.4% 1,467 $651K
Tanglewood Wealth Management, Inc. 0.07% Add +38.7% 1,544 $651K
Cypress Point Wealth Management, LLC 0.20% Reduce -51.9% 1,543 $650K
Higgins & Schmidt Wealth Strategies LLC 0.40% Reduce -3.6% 1,540 $649K
Sippican Capital Advisors 0.47% No change 1,538 $648K
Numerai GP LLC 0.18% New 1,534 $647K
Core Wealth Management, Inc. 0.25% No change 1,524 $642K
SpringVest Wealth Management LLC 0.55% — 1,523 $642K
CBIZ Investment Advisory Services, LLC 0.03% Add +2.5% 1,520 $641K
New Perspectives, Inc 0.34% Add +0.1% 1,518 $640K
Alpha Wealth Funds, LLC 0.67% — 1,506 $640K
Cordant, Inc. 0.34% No change 1,516 $639K
Leith Wheeler Investment Counsel Ltd. 0.05% Add +10.4% 1,510 $636K
GR Financial Group, LLC 0.11% Add +87.2% 1,509 $636K
Bull Oak Capital, LLC 0.35% Add +18.2% 1,509 $636K
Boston Standard Wealth Management, LLC 0.12% Reduce -0.7% 1,506 $635K
Asset Allocation & Management Company, LLC 0.35% New 1,500 $632K
NFC Investments, LLC 0.17% No change 1,500 $632K
Climber Capital SA 0.52% — 1,500 $632K
Kitching Partners, LLC 0.81% Add +33.8% 1,496 $631K
Brighton Securities Corp. 0.30% — 1,487 $627K
Avid Wealth Partners LLC 0.44% Reduce -21.5% 1,484 $626K
New England Capital Financial Advisors LLC 0.31% Reduce -0.2% 1,484 $625K
Corrado Advisors, LLC 0.41% Reduce -4.2% 1,481 $624K
Schiavi & Co LLC 0.24% Reduce -0.1% 1,478 $623K
Waller Financial Planning Group, Inc. 0.16% Add +0.1% 1,476 $622K
EnRich Financial Partners LLC 0.21% No change 1,475 $622K
Donald L. Hagan, LLC 0.32% No change 1,455 $613K
Dynamic Wealth Strategies, LLC 0.55% Reduce -0.5% 1,454 $613K
TT Capital Management LLC 0.49% — 1,443 $611K
JDH Wealth Management, LLC 0.54% — 1,449 $611K
Custos Family Office, LLC 0.21% Add +51.1% 1,448 $610K
Cutler Capital Management, LLC 0.27% Add +22.5% 1,448 $610K
Denver Wealth Management, Inc. 0.27% Reduce -1.1% 1,446 $609K
BCM Advisors, LLC 0.14% Add +5.5% 1,471 $608K
Clark Wealth Partners 0.47% — 1,433 $604K
FPC Investment Advisory, Inc. 0.44% Add +59.5% 1,455 $604K
Divergent Planning, LLC 0.21% No change 1,434 $601K
Fenimore Asset Management Inc 0.01% Reduce -1.9% 1,425 $600K
Oceanside Advisors LLC 0.45% No change 1,424 $600K
Red Crane Wealth Management, LLC 0.56% — 1,415 $596K
Spectrum Investment Advisors, Inc. 0.40% Add +0.7% 1,411 $595K
R Squared Ltd 0.58% — 1,410 $594K
Western Financial Corp 0.33% Add +16.3% 1,410 $594K
Keeley-Teton Advisors, LLC 0.07% No change 1,407 $593K
Lowery Thomas, LLC 0.39% Add +13.0% 1,403 $591K
Financial Connections Group, Inc. 0.28% Reduce -5.9% 1,402 $591K
Martin Capital Advisors, LLP 0.38% New 1,400 $590K
St. Louis Trust Co 0.08% Reduce -12.7% 1,399 $590K
Pps&v Asset Management Consultants, Inc. 0.40% Add +0.1% 1,396 $588K
Passive Capital Management, LLC. 0.21% Add +75.7% 1,393 $587K
Maxele Advisors, LLC 0.56% — 1,389 $586K
Genesis Wealth Advisors, LLC 0.51% — 1,387 $585K
GenWealth Group, Inc. 0.13% Add +2.7% 1,384 $583K
Avalon Advisory Group 0.27% No change 1,381 $582K
TAGStone Capital, Inc. 0.28% Add +5.5% 1,374 $579K
Briaud Financial Planning Inc 0.24% Add +37.5% 1,371 $578K
Whitegate Investment Counselors, Inc. 0.20% Add +0.1% 1,365 $576K
O'Keefe Stevens Advisory, Inc. 0.18% No change 1,362 $574K
EMC Capital Management 0.32% Reduce -85.7% 1,359 $573K
LifeGoal Investments, LLC 0.62% — 1,357 $572K
L.K. Benson & Company, P.C. 0.40% — 1,357 $572K
Ledgewood Wealth Advisors, LLC 0.37% No change 1,349 $569K
Valley Financial Group, Inc. 0.39% Add +0.9% 1,346 $567K
Lifestyle Asset Management, Inc. 0.31% Add +6.9% 1,344 $566K
Marshall Financial Group Inc. 0.17% No change 1,342 $566K
Grand Wealth Management, LLC 0.31% Reduce -1.2% 1,340 $565K
LifeGuide Financial Advisors, LLC 0.24% Add +54.5% 1,338 $564K
Opulen Financial Group LLC 0.51% — 1,336 $563K
LBJ Family Wealth Advisors, Ltd. 0.34% Reduce -1.0% 1,334 $562K
Attessa Capital LLC 0.38% — 1,329 $560K
Jackson Creek Investment Advisors LLC 0.17% Add +0.1% 1,329 $560K
Next Level Wealth Planning, LLC 0.44% — 1,327 $559K
Financial Futures Ltd Liability Co. 0.32% Reduce -5.9% 1,326 $559K
Courage Miller Partners, LLC 0.19% Reduce -5.6% 1,316 $555K
Beacon Bridge Wealth Partners, LLC 0.23% No change 1,309 $552K
Grantvest Financial Group LLC 0.62% — 1,307 $551K
Capital Wealth Management, LLC 0.24% No change 1,304 $550K
Raub Brock Capital Management LP 0.12% No change 1,300 $548K
Marathon Strategic Advisors, LLC 0.59% Reduce -4.3% 1,299 $548K
Anfield Capital Management, LLC 0.20% Add +0.7% 1,299 $548K
Heritage Wealth Management, Inc./Texas 0.32% No change 1,296 $546K
DKM Wealth Management, Inc. 0.52% — 1,294 $545K
Iron Horse Wealth Management, LLC 0.18% Add +82.4% 1,288 $543K
Quest 10 Wealth Builders, Inc. 0.54% — 1,287 $542K
Prism Advisors, Inc. 0.16% Reduce -0.1% 1,286 $542K
PVG Asset Management Corp. 2.56% New 1,286 $542K
Dynamic Financial Group 0.55% — 1,286 $542K
Stone House Investment Management, LLC 0.14% Reduce -14.1% 1,282 $540K
Bonfire Financial 0.49% — 1,276 $538K
Forum Private Client Group LLC 0.24% Add +20.1% 1,275 $537K
Lagoda Investment Management, L.P. 0.29% No change 1,275 $537K
Seven Post Investment Office LP 0.21% Reduce -80.3% 1,275 $537K
Brave Warrior Advisors 0.01% Add +142.9% 1,275 $537K
O'Brien Wealth Partners LLC 0.10% No change 1,272 $536K
Beacon Wealthcare LLC 0.22% Reduce -7.3% 1,270 $535K
American Investment Services, Inc. 0.09% Add +3.5% 1,270 $535K
Retirement Planning Group, LLC / NY 0.59% — 1,270 $535K
Keating Investment Counselors Inc. 0.17% No change 1,265 $533K
Heritage Oak Wealth Advisors LLC 0.25% Reduce -87.4% 1,264 $533K
TCP Asset Management, LLC 0.12% Add +1.8% 1,262 $532K
BCK Partners, Inc. 0.33% Reduce -6.8% 1,261 $532K
Applied Capital LLC 0.27% Reduce -0.1% 1,258 $530K
Payne Capital Management, LLC 0.23% — 1,257 $530K
Highland Financial Advisors, LLC 0.18% Add +60.9% 1,253 $528K
Jim Saulnier & Associates, LLC 0.46% Add +0.2% 1,252 $528K
Kingdom Financial Group LLC. 0.36% Reduce -0.3% 1,237 $522K
Landmark Wealth Management, LLC 0.23% Add +0.1% 1,236 $521K
Guardian Wealth Management, Inc. 0.35% No change 1,231 $519K
McCarthy Asset Management, Inc. 0.37% Reduce -0.9% 1,231 $519K
MTM Financial Group, LLC 0.31% Add +1.3% 1,227 $517K
Fee-Only Financial Planning, L.C. 0.33% No change 1,226 $517K
Beacon Financial Planning, Inc. 0.30% Add +0.2% 1,220 $514K
IMG Wealth Management, Inc. 0.47% — 1,214 $512K
Plan Group Financial, LLC 0.27% Add +3.3% 1,213 $511K
Kraft Asset Management, LLC 0.39% Reduce -3.9% 1,199 $511K
OLIO Financial Planning 0.18% Add +5.0% 1,211 $510K
Three Cord True Wealth Management, LLC 0.44% — 1,209 $510K
American Financial & Tax Strategies Inc. 0.26% Add +6.0% 1,207 $509K
Truefg, LLC 0.17% Reduce -8.8% 1,206 $508K
LPWM LLC 0.16% No change 1,204 $507K
West Tower Group, LLC 1.12% New 1,200 $506K
Hoese & Co LLP 0.44% Reduce -19.9% 1,195 $504K
Guardian Wealth Advisors, LLC 0.32% Reduce -5.3% 1,195 $504K
Strid Group, LLC 0.08% No change 1,193 $503K
Aigen Investment Management, LP 0.09% Reduce -73.7% 1,190 $502K
Safe Harbor Fiduciary, LLC 0.51% Add +6.7% 1,185 $500K
Family Capital Trust Co 0.17% Reduce -7.8% 1,183 $499K
Traction Financial Partners, LLC 0.39% Add +8.7% 1,176 $496K
AlphaMark Advisors, LLC 0.21% Add +19.0% 1,173 $494K
Ehrlich Financial Group 0.35% Reduce -1.8% 1,171 $494K
Ground Swell Capital, LLC 1.07% Reduce -94.6% 1,169 $493K
Riggs Capital Management LLC 0.48% — 1,157 $488K
Seaside Wealth Management, Inc. 0.18% Add +17.9% 1,157 $488K
Total Wealth Planning, LLC 0.08% New 1,155 $487K
Avant Capital LLC 0.40% — 1,154 $487K
Corepath Wealth Partners LLC 0.47% Add +21.9% 1,165 $484K
True Vision MN LLC 0.29% Reduce -1.4% 1,148 $484K
Compass Advisory Group LLC 0.17% No change 1,144 $482K
Jordan Park Trust Co LLC 0.40% — 1,141 $481K
Adapt Wealth Advisors, LLC 0.24% Add +3.3% 1,139 $480K
Latko Wealth Management, Ltd. 0.28% Add +7.9% 1,136 $479K
Signal Tree Financial Partners LLC 0.56% — 1,136 $479K
McCarthy & Cox 0.17% Add +0.4% 1,130 $476K
Redwood Park Advisors LLC 0.40% — 1,125 $474K
Graver Capital Management, LLC 0.49% — 1,117 $471K
FMA Wealth Management, LLC 0.35% No change 1,113 $469K
Lountzis Asset Management, LLC 0.20% No change 1,111 $468K
Legacy Investment Solutions, LLC 0.31% Add +3.8% 1,137 $466K
Legacy Wealth Managment, LLC 0.31% Add +3.8% 1,137 $466K
Sherbrooke Park Advisers LLC 0.15% Reduce -62.0% 1,105 $466K
Dymon Asia Capital (singapore) Pte. LTD. 0.32% New 1,100 $464K
Carlson Capital, L.P. 0.27% New 1,100 $464K
Jordan Park Group LLC 0.03% No change 1,100 $464K
Roth Financial Partners LLC 0.18% No change 1,094 $461K
Marmo Financial Group, LLC 0.25% Add +1.8% 1,092 $460K
IvyRock Asset Management (HK) Ltd 0.20% No change 1,090 $459K
HC Advisors, LLC 0.37% New 1,085 $457K
Financial Advisory Corp 0.08% — 1,085 $457K
Redmont Wealth Advisors LLC 0.79% No change 1,083 $456K
Sunesis Advisors, LLC 0.28% Add +6.4% 1,082 $456K
Standard Family Office LLC 0.55% No change 1,081 $456K
WealthTrak Capital Management LLC 0.39% — 1,081 $456K
Farnam Financial LLC 0.47% No change 1,077 $454K
ArborFi Advisors, LLC 0.45% — 1,072 $452K
Wexford Capital LP 0.12% Add +6.1% 1,071 $451K
E Fund Management (Hong Kong) Co., Ltd. 0.36% Add +45.8% 1,069 $451K
Pinnacle Financial Group, LLC / IL 0.18% Add +20.9% 1,064 $449K
Atlas Financial Advisors, Inc. 0.70% Reduce -39.1% 1,060 $447K
Richard P Slaughter Associates Inc 0.10% Reduce -4.0% 1,058 $446K
Robinson Value Management, Ltd. 0.29% No change 1,054 $444K
Principia Wealth Advisory, LLC 0.42% — 1,052 $443K
Retirement Financial Solutions, LLC 0.24% Add +2.3% 1,050 $443K
Highlander Partners, L.P. 0.25% No change 1,050 $443K
Balanced Rock Investment Advisors LLC 0.35% Add +0.9% 1,049 $442K
Cornerstone Advisors Asset Management, LLC 0.10% Add +54.3% 1,049 $442K
Crabel Capital Management, LLC 1.43% New 1,048 $442K
Kropog Financial Group, LLC 0.40% — 1,045 $440K
Bright Financial Advisors, Inc. 0.28% Add +8.7% 1,039 $438K
Stephen J. Garry & Associates, LLC 0.40% No change 1,037 $437K
Mid-American Wealth Advisory Group, Inc. 0.26% Add +15.8% 1,034 $436K
Cambria Investment Management, L.P. 0.03% New 1,033 $435K
5T Wealth, LLC 0.24% — 1,031 $435K
Fusion Family Wealth, LLC 0.04% Add +15.7% 1,031 $435K
Infinity Wealth Counsel, LLC 0.46% — 1,024 $432K
Significant Wealth Partners LLC 0.22% Reduce -32.3% 1,021 $430K
Vista Finance, LLC 0.44% Reduce -0.6% 1,016 $428K
Gainplan LLC 0.16% Add +1.2% 1,016 $428K
Steph & Co. 0.14% Reduce -22.7% 1,016 $428K
Bestgate Wealth Advisors, LLC 0.86% — 1,015 $428K
Vawter Financial, Ltd. 0.26% Add +5.7% 1,014 $427K
Pinney & Scofield, Inc. 0.32% — 1,014 $427K
Hyperion Capital Advisors LP 0.22% No change 1,007 $424K
Define Financial, LLC 0.32% — 1,005 $424K
Afg Fiduciary Services Limited Partnership 0.30% Add +3.3% 994 $424K
Group One Trading LLC 0.01% Reduce -86.5% 1,004 $423K
Interactive Financial Advisors, Inc. 0.22% No change 1,000 $422K
Quinn Opportunity Partners LLC 0.03% No change 1,000 $422K
Benchmark Wealth Management, LLC 0.21% Reduce -2.4% 999 $421K
WJ Interests, LLC 0.20% Reduce -10.6% 997 $420K
Nestegg Advisors, Inc. 0.42% — 964 $419K
GatePass Capital, LLC 0.46% — 992 $418K
Two West Capital Advisors LLC 0.36% Add +16.8% 992 $418K
Strategic Point Investment Advisors, LLC 0.07% No change 986 $416K
Monument Group Wealth Advisors, LLC 0.29% Reduce -45.2% 977 $412K
BCGM Wealth Management, LLC 0.13% Add +0.9% 976 $412K
SWAN Capital LLC 0.20% No change 976 $412K
Clarity Capital Advisors, LLC 0.28% No change 975 $411K
Treasure Coast Financial Planning 0.27% No change 971 $409K
Triune Financial Partners, LLC 0.13% Reduce -3.3% 970 $409K
iSAM Funds (UK) Ltd 0.30% Reduce -73.5% 965 $407K
Maryland Capital Advisors Inc. 0.19% Reduce -14.7% 955 $403K
Aspect Partners, LLC 0.23% Add +0.2% 955 $402K
Burk Holdings LLC 0.33% — 954 $402K
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 0.03% Reduce -48.6% 950 $400K
Sykon Capital LLC 0.14% Add +15.4% 944 $398K
Kennicott Capital Management LLC 0.20% No change 942 $397K
Beacon Financial Strategies CORP 0.26% Add +7.5% 940 $396K
Causeway Capital Management LLC 0.01% No change 940 $396K
Mills Wealth Advisors LLC 0.22% Add +26.1% 937 $395K
Compass Financial Services Inc 0.22% — 935 $394K
Cardinal Capital Management, Inc. 0.01% Add +5.1% 935 $394K
David Kennon Inc 0.16% No change 935 $394K
Quarry LP 0.08% Add +689.8% 932 $393K
Prairieview Wealth Partners, LLC 0.42% Reduce -7.9% 931 $392K
Hurley Capital, LLC 0.31% — 883 $391K
CFC Planning Co LLC 0.42% — 927 $391K
Sicart Associates LLC 0.14% No change 926 $390K
City Center Advisors, LLC 0.44% Reduce -1.5% 924 $389K
Flagship Private Wealth, LLC 0.19% Add +0.1% 917 $386K
Myecfo, LLC 0.21% No change 914 $385K
Lam Group, Inc. 0.27% No change 913 $385K
Tuttle Capital Management, LLC 1.97% Add +34.2% 910 $384K
Entrewealth, LLC 0.35% — 905 $381K
Integrated Capital Management, Inc. 0.30% No change 900 $379K
Del-Sette Capital Management, LLC 0.31% No change 899 $379K
KMT Wealth Management, LLC 0.30% — 896 $378K
Crown Oak Advisors, LLC 0.19% New 895 $377K
Keystone Financial Group, Inc. 0.31% — 895 $377K
Mane Global Capital Management LP 0.02% Reduce -99.4% 890 $375K
Foundation Wealth Management, LLC\PA 0.18% — 888 $374K
Swan Global Investments, LLC 0.02% Add +81.6% 886 $373K
AIFG Consultants Ltd. 0.61% Reduce -5.3% 882 $372K
Leverty Financial Group, LLC 0.19% Reduce -2.7% 877 $370K
Alpha Financial Advisors, LLC 0.17% Add +0.2% 873 $368K
Measured Risk Portfolios, Inc. 0.41% — 867 $365K
Shore Point Advisors, LLC 0.20% No change 865 $365K
Five Pine Wealth Management 0.31% — 865 $365K
1492 Capital Management LLC 0.17% Add +7.5% 856 $361K
Clark Estates Inc. 0.07% No change 853 $360K
Cornerstone Wealth Advisors, Inc. 0.10% Add +13.3% 851 $359K
Andina Capital Management, LLC 0.29% Add +3.2% 847 $357K
Clarity Asset Management, Inc. 0.23% Reduce -19.9% 843 $356K
Omega Financial Group, LLC 0.13% Reduce -12.2% 837 $353K
NDWM LLC 0.29% Reduce -0.2% 836 $352K
RCS Financial Planning, LLC 0.19% Add +1.3% 832 $351K
SWP Financial LLC 0.21% No change 825 $348K
WFA Asset Management Corp 0.19% Reduce -14.0% 824 $347K
Solutions 4 Wealth, Ltd 0.63% Reduce -7.7% 820 $346K
Magnetar Financial LLC 0.01% Reduce -26.8% 816 $344K
Barry Investment Advisors, LLC 0.11% Add +0.5% 815 $344K
Sterling Investment Advisors LLC 0.20% No change 807 $340K
Biltmore Wealth Management, LLC 0.14% Add +0.1% 805 $339K
Certus Wealth Management, LLC 0.23% Reduce -3.9% 821 $339K
Legacy Wealth Asset Management, LLC 0.09% No change 801 $338K
Lanham O'Dell & Company, Inc. 0.51% No change 800 $337K
SageOak Financial, LLC 0.31% — 797 $336K
Summit Investment Advisory Services, LLC 0.17% No change 795 $335K
Eq LLC 0.16% Add +5.2% 795 $335K
BG Investment Services, LLC 0.33% — 788 $332K
Hapanowicz & Associates Financial Services, Inc 0.17% No change 785 $331K
Private Wealth Group, LLC 0.16% No change 784 $330K
Pinnacle Family Advisors, LLC 0.16% Add +6.8% 781 $329K
Kinloch Capital, LLC 0.16% No change 777 $328K
Beddow Capital Management Inc. 0.14% No change 775 $327K
Sincerus Advisory, LLC 0.35% — 775 $327K
Global View Capital Management LLC 0.11% — 780 $326K
Dravo Bay LLC 0.16% Add +10.4% 773 $326K
Maltin Wealth Management, Inc. 0.16% Reduce -1.4% 771 $325K
Peak Financial Advisors LLC 0.17% Reduce -90.1% 768 $324K
Bernzott Capital Advisors 0.16% New 767 $323K
Amara Financial, Llc. 0.30% No change 764 $322K
NorthLanding Financial Partners, LLC 0.32% No change 761 $321K
ALM First Financial Advisors, LLC 0.08% Add +43.4% 760 $320K
McGrath & Associates, Inc. 0.64% — 757 $319K
Marquette Asset Management, LLC 0.05% Reduce -79.4% 754 $318K
Ergawealth Advisors, Inc. 0.16% Reduce -19.6% 751 $316K
Prospect Hill Management, LLC 0.14% No change 750 $316K
TABR Capital Management, LLC 0.28% — 749 $316K
David Wealth Management LLC 0.26% — 747 $315K
Inlight Wealth Management, LLC 0.18% — 744 $314K
10Elms LLP 0.39% — 740 $312K
LPF Advisors LLC 0.26% No change 736 $310K
Buska Wealth Management, LLC 0.10% Add +20.3% 735 $310K
ONE Advisory Partners, LLC 0.14% No change 734 $309K
McNamara Financial Services, Inc. 0.07% No change 734 $309K
Corbyn Investment Management Inc. 0.14% Reduce -9.8% 733 $309K
JBGlobal.com LLC 0.33% — 732 $309K
Ridgeline Wealth, LLC 0.25% — 728 $307K
Hillcrest Wealth Advisors - NY, LLC 0.15% No change 728 $307K
Rice Hall James & Associates, LLC 0.02% No change 728 $307K
Greenfield Seitz Capital Management, LLC 0.12% Add +0.7% 722 $304K
Hudson Capital Management LLC 0.10% Add +6.7% 715 $301K
von Borstel & Associates, Inc. 0.12% Add +8.2% 712 $300K
White Wing Wealth Management 0.22% Add +11.3% 712 $300K
Spectrum Financial Alliance Ltd LLC 0.10% No change 710 $299K
New England Professional Planning Group Inc. 0.15% Add +11.7% 709 $299K
Aquire Wealth Advisors, LLC 0.09% Reduce -1.1% 708 $299K
Fischer Investment Strategies, LLC 0.24% Add +7.8% 707 $298K
Thor Investment Management Inc. /Oh/ 0.23% Add +2.6% 704 $297K
Private Wealth Advisors, LLC 0.13% Add +0.1% 702 $296K
JDM Financial Group LLC 0.15% Reduce -10.8% 699 $295K
Longview Financial Advisors LLC 0.20% — 699 $295K
Skylands Capital, LLC 0.04% Reduce -6.7% 695 $293K
Kathleen S. Wright Associates Inc. 0.12% No change 691 $292K
Camelot Portfolios, LLC 0.31% Reduce -17.1% 692 $292K
Mycio Wealth Partners, LLC 0.07% Reduce -11.3% 691 $291K
Portland Financial Advisors Inc 0.78% — 690 $291K
Straight Path Wealth Management 0.11% Reduce -1.9% 687 $290K
1 North Wealth Services LLC 0.12% — 683 $288K
Elm Partners Management LLC 0.02% Add +45.0% 683 $288K
Cove Street Capital, LLC 0.34% No change 680 $287K
Safir Wealth Advisors, LLC 0.22% No change 680 $287K
Gagnon Securities LLC 0.06% Add +10.6% 680 $287K
Financial Alternatives, Inc 0.20% Reduce -2.4% 679 $286K
Disciplined Growth Investors Inc. 0.01% No change 679 $286K
Poinciana Advisors Group, LLC 0.29% — 679 $286K
Stapp Wealth Management, PLLC 0.44% Reduce -0.7% 676 $285K
Garland Capital Management Inc. 0.23% New 675 $285K
Compass Financial Group, INC 0.05% No change 670 $283K
Wise Wealth Partners 0.69% — 660 $278K
FNY Investment Advisers, LLC 0.15% Reduce -80.5% 660 $278K
Dark Forest Capital Management LP 0.04% Reduce -96.0% 657 $277K
Shariaportfolio, Inc. 0.13% Add +5.0% 653 $275K
Pacific Wealth Management 0.15% Reduce -16.6% 653 $275K
Aurelius Family Office LLC 0.14% — 652 $275K
Ruane, Cunniff & Goldfarb L.P. 0.00% No change 649 $274K
Arrien Investments, Inc. 0.19% Add +3.1% 658 $273K
Brown Financial Advisory 0.19% New 648 $273K
Elite Financial, Inc. 0.15% — 641 $270K
Envision Financial Planning, LLC 0.14% New 639 $269K
Letko, Brosseau & Associates Inc. 0.01% No change 638 $269K
Outfitters Financial LLC 0.21% Reduce -1.6% 635 $268K
Asset Allocation Strategies LLC 0.06% Reduce -7.4% 653 $267K
Ellerson Group Inc. 0.19% Reduce -4.5% 631 $266K
Conquis Financial LLC 0.27% — 630 $266K
True Wealth Design, LLC 0.10% Add +14.8% 629 $265K
OmniStar Financial Group, Inc. 0.21% Add +34.9% 626 $264K
Vestment Financial LLC 0.20% — 621 $264K
Holcombe Financial, Inc. 0.21% — 614 $259K
Luken Investment Analytics, LLC 0.12% Add +48.3% 614 $259K
Grunden Financial Advisory, Inc. 0.12% New 609 $257K
Cornerstone Management, Inc. 0.05% Reduce -2.7% 608 $256K
Hibernia Wealth Partners, LLC 0.20% Reduce -82.9% 607 $256K
Archer Investment Management, LLC 0.16% — 604 $255K
Unconventional Investor, LLC 0.15% No change 604 $255K
Stonehearth Capital Management, LLC 0.10% New 603 $254K
Horizons Wealth Management 0.20% No change 601 $253K
Rye Brook Capital LLC 0.30% No change 600 $253K
Ping Capital Management, Inc. 0.10% Reduce -88.0% 600 $253K
BlueCrest Capital Management Ltd 0.02% No change 600 $253K
Cambridge Capital Management, LLC 0.16% Add +11.6% 599 $253K
Altrius Capital Management Inc 0.07% Reduce -39.8% 595 $251K
Accordant Advisory Group Inc 0.24% Reduce -82.5% 593 $250K
Klein Pavlis & Peasley Financial, Inc. 0.20% Reduce -15.8% 591 $249K
Access Investment Management LLC 0.07% No change 590 $249K
MQS Management LLC 7.05% New 588 $248K
Mountain Hill Investment Partners Corp. 0.25% — 588 $248K
FC Advisory LLC 0.08% Reduce -0.8% 587 $248K
swisspartners Advisors Ltd 0.26% No change 640 $245K
Perritt Capital Management Inc 0.13% Add +6.3% 577 $243K
Share Andrew L. 0.12% No change 575 $242K
Horizon Advisory Services, Inc. 0.14% Reduce -15.9% 567 $239K
Laurel Wealth Planning LLC 0.15% No change 568 $239K
Schulz Wealth, LTD. 0.18% Add +7.4% 566 $239K
Retirement Investment Advisors, Inc. 0.03% Add +0.5% 565 $238K
Capital CS Group, LLC 0.32% Add +0.7% 564 $238K
LongView Asset Management LLC 0.21% — 563 $237K
Theory Financial LLC 0.10% No change 562 $237K
Bay Harbor Wealth Management, LLC 0.08% Reduce -0.4% 559 $236K
Hudson Portfolio Management LLC 0.23% Reduce -6.7% 558 $235K
Global Value Investment Corp. 0.25% — 552 $233K
Wooster Corthell Wealth Management, Inc. 0.05% Add +0.2% 548 $231K
Albert D Mason Inc. 0.15% New 545 $230K
Mokosak Advisory Group, LLC 0.07% New 542 $228K
Weybosset Research & Management LLC 0.08% No change 540 $228K
Cobblestone Asset Management LLC 0.15% No change 540 $228K
Life Planning Partners, Inc 0.21% Add +5.1% 540 $228K
Midwest Financial Network, LLC 0.24% — 539 $227K
Hudson Edge Investment Partners Inc. 0.04% Add +5.1% 533 $225K
Innovative Advisory Group, LLC 0.20% — 533 $225K
BCU Wealth Advisors, LLC 0.13% No change 532 $224K
Kanen Wealth Management LLC 0.08% No change 521 $224K
ETF Store, Inc. 0.27% Reduce -30.7% 522 $220K
Prudent Man Investment Management, Inc. 0.12% — 520 $219K
Evergreen Advisors, LLC 0.06% New 518 $218K
Lee, Kelleher & Klein Wealth Management 0.15% — 516 $217K
Ariston Services Group 0.19% No change 514 $217K
Hanseatic Management Services Inc. 0.27% Reduce -81.3% 508 $214K
John W. Brooker & Co., CPAs 0.09% Reduce -0.6% 507 $214K
Michael A. Dubis Financial Planning, LLC 0.21% — 506 $213K
Weitzel Financial Services, Inc. 0.10% No change 497 $211K
Q Fund Management (Hong Kong) Ltd 0.22% — 500 $211K
Daner Wealth Management, LLC 0.15% — 506 $210K
Beutel, Goodman & Co Ltd. 0.00% Reduce -43.6% 500 $210K
Socha Financial Group, LLC 0.10% New 496 $209K
AF Advisors, Inc. 0.03% No change 494 $208K
PACK Private Wealth, LLC 0.12% No change 493 $208K
Windward Private Wealth Management Inc. 0.08% Reduce -50.4% 492 $207K
Versor Investments LP 0.04% New 490 $207K
Atlantic Private Wealth, LLC 0.15% Add +24.5% 483 $204K
Mason & Associates, LLC 0.06% New 483 $204K
Rareview Capital LLC 0.15% No change 471 $203K
Livelsberger Financial Advisory 9.47% Add +0.2% 480 $202K
Revere Asset Management, Inc 0.17% New 479 $202K
Keystone Financial Services, LLC 0.18% — 479 $202K
Sage Financial Group Inc. 0.02% Reduce -2.0% 477 $201K
Kings Path Partners LLC 0.08% Reduce -4.5% 471 $199K
Your Advocates Ltd., LLP 0.08% Add +0.2% 454 $191K
Finley Financial, LLC 0.10% — 445 $190K
Sanctuary Wealth Management, L.L.C. 0.12% No change 443 $187K
Stance Capital LLC 0.11% — 432 $182K
Disciplined Equity Management, Inc. 0.12% No change 430 $181K
Mizuho Securities Co. Ltd. 2.69% Reduce -85.0% 420 $178K
FLP Wealth Management, LLC 0.46% — 423 $178K
Consultiva Wealth Management, Corp. 0.85% New 402 $169K
Endeavor Private Wealth, Inc. 0.16% — 399 $168K
Parkworth Wealth Management, Inc. 0.14% — 391 $165K
Evolution Advisers, Inc. 0.09% No change 390 $164K
Value Aligned Research Advisors, LLC 0.04% Reduce -80.7% 382 $161K
Luminist Capital LLC 0.28% — 377 $159K
Navigoe, LLC 0.14% — 344 $145K
Midwest Capital Advisors, LLC 0.11% — 344 $145K
PMV Capital Advisers, LLC 0.38% — 338 $142K
Kieckhefer Group LLC 0.09% — 335 $141K
Grayhawk Investment Strategies Inc. 0.25% No change 315 $133K
Family CFO Inc 0.07% Reduce -8.3% 310 $131K
Spurstone Advisory Services, LLC 2.41% — 300 $126K
Sellwood Investment Partners LLC 0.06% — 285 $120K
Strengthening Families & Communities, LLC 0.07% Reduce -98.4% 279 $118K
Centiva Capital, LP 0.00% Reduce -99.8% 240 $101K
Bare Financial Services, Inc 0.04% No change 217 $91K
Bellevue Group AG 0.00% Add +4.6% 203 $86K
Carolina Wealth Advisors, LLC 0.05% Reduce -41.1% 199 $84K
Gleason Group, Inc. 0.01% No change 190 $80K
Morgan Dempsey Capital Management LLC 0.03% Reduce -33.6% 180 $76K
PayPay Securities Corp 3.15% Reduce -12.2% 172 $72K
Wells Financial Advisors INC 0.10% No change 170 $72K
Horizon Financial Services, LLC 0.04% Reduce -13.7% 164 $69K
Fairway Wealth LLC 0.03% New 148 $62K
MidAtlantic Capital Management, Inc. 0.04% No change 144 $61K
MilWealth Group LLC 0.02% No change 140 $59K
Legend Financial Advisors, Inc. 0.04% No change 138 $58K
DB Fitzpatrick & Co, Inc 0.05% Add +1.7% 118 $50K
Avondale Wealth Management 0.03% Add +144.4% 110 $46K
LSV Asset Management 0.00% New 104 $44K
IFS Advisors, LLC 0.03% Add +53.9% 100 $42K
Christopher J. Hasenberg, Inc 0.02% No change 95 $40K
Fiduciary Advisors, Inc. 0.04% — 90 $38K
Lanark Financial, Inc. 3.10% — 80 $34K
SIMA Wealth Partners, LLC 0.03% No change 80 $34K
Ball & Co Wealth Management Inc. 0.02% — 74 $31K
ROSS\JOHNSON & Associates LLC 0.59% — 61 $26K
Newton One Investments LLC 0.01% New 45 $19K
Financially Speaking Inc 0.01% — 45 $19K
Longfellow Investment Management Co. LLC 0.00% No change 39 $16K
Anderson Financial Strategies, LLC 0.01% — 38 $16K
Caitong International Asset Management Co., Ltd 0.01% — 31 $13K
Richardson Capital Management LLC 0.01% No change 20 $9K
University of Illinois Foundation 0.00% New 18 $8K
Icon Advisers Inc. 0.00% New 15 $6K
a16z Perennial Management, L.P. 0.00% Reduce -99.9% 12 $5K
Berkshire Capital Holdings Inc. 0.00% No change 10 $4K
Bridge Generations Wealth Management LLC 0.00% — 1 $422

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