MicrosoftMSFT

13F holders, Q1 2025 (March 31)
5,776holders −95
85new positions
161sold out
37famous investors
$375.31avg. 13F price*

At the end of Q1 2025, 5,776 institutions reported holding Microsoft Corp. (MSFT) in their 13F filings, down 95 from Q4 2024. 85 opened new positions and 161 sold out. The largest holders were Vanguard Group Inc. ($259.5B), BlackRock, Inc. ($219.0B) and State Street Corp. ($111.1B). 37 famous investors held it, including Bill Gates / Michael Larson (25.6% of Gates Foundation Trust's portfolio), Peter Thiel (19.3% of Thiel Macro's portfolio) and Chris Hohn (15.0% of TCI Fund Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions85$2.2B
Exits161$3.5B

All 13F filers, Q4 2024 → Q1 2025: 136,015,074 shares bought and 119,138,983 shares sold, net +16,876,091 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5,776 holders

Vanguard Group Inc. 4.69% Add +1.1% 691,386,214 $259.5B
BlackRock, Inc. 4.63% Add +1.2% 583,284,931 $219.0B
State Street Corp. 4.59% Add +0.3% 296,030,244 $111.1B
FMR LLC 4.67% Reduce -1.5% 194,591,253 $73.0B
Geode Capital Management, LLC 5.17% Add +4.4% 175,469,697 $65.7B
JPMorgan Chase & Co. 4.07% Add +5.2% 142,009,968 $53.3B
T. Rowe Price Associates Inc. 6.10% Reduce -2.7% 131,514,660 $49.4B
Morgan Stanley 3.33% Reduce -1.3% 123,846,555 $46.5B
Norges Bank 5.28% Reduce -4.8% 100,159,196 $37.6B
Northern Trust Corp. 4.60% Reduce -1.5% 82,539,834 $31.0B
Capital International Investors 5.83% Add +2.4% 78,678,064 $29.5B
Capital Research Global Investors 6.12% Reduce -0.4% 74,882,641 $28.1B
Bank of America Corp. 2.44% Add +7.4% 73,126,133 $27.5B
Capital World Investors 4.05% Reduce -2.8% 66,409,801 $24.9B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 5.99% Add +3.9% 62,267,822 $23.4B
Bank of New York Mellon Corp 4.45% Reduce -3.6% 59,886,257 $22.5B
Legal & General Group Plc 5.35% Add +2.1% 52,326,408 $19.6B
Wellington Management Group LLP 3.62% Reduce -5.7% 49,984,045 $18.8B
Nuveen, LLC 5.70% — 49,904,972 $18.7B
Charles Schwab Investment Management Inc. 3.46% Add +0.2% 49,157,662 $18.5B
Goldman Sachs Group Inc. 3.22% Add +4.4% 45,179,053 $17.0B
Invesco Ltd. 2.86% Add +2.3% 40,134,849 $15.1B
Franklin Resources Inc. 4.39% Add +0.1% 39,858,855 $15.0B
Amundi 5.33% Add +11.5% 39,175,102 $14.6B
Royal Bank of Canada 3.22% Reduce -2.8% 38,263,868 $14.4B
Alliancebernstein L.P. 4.94% Reduce -8.7% 36,347,176 $13.6B
Ameriprise Financial Inc. 3.52% Reduce -3.4% 34,587,347 $13.0B
UBS Group AG 2.74% Reduce -4.0% 32,898,115 $12.3B
Wells Fargo & Company 2.98% Reduce -3.7% 32,832,666 $12.3B
Deutsche Bank AG 4.77% Add +10.0% 32,010,234 $12.0B
Massachusetts Financial Services Co. 3.88% Reduce -4.9% 31,038,510 $11.7B
Janus Henderson Group PLC 6.01% Add +3.0% 28,945,945 $11.0B
Gates Foundation Trust 25.55% No change 28,457,247 $10.7B
Barclays PLC 4.72% Add +6.8% 27,620,077 $10.4B
Dimensional Fund Advisors LP 2.38% Add +2.1% 25,467,476 $9.6B
Fisher Asset Management 4.09% Reduce -10.7% 25,197,639 $9.5B
HSBC Holdings PLC 6.10% Add +2.5% 24,461,859 $9.1B
Jennison Associates LLC 5.31% Reduce -11.5% 20,167,966 $7.6B
Swiss National Bank 5.28% Reduce -0.1% 19,920,970 $7.5B
California Public Employees Retirement System 5.02% Reduce -0.5% 19,136,992 $7.2B
Sumitomo Mitsui Trust Group, Inc. 4.91% Add +1.0% 18,491,343 $6.9B
TCI Fund Management 14.97% Add +23.6% 17,299,881 $6.5B
Raymond James Financial Inc. 2.40% Reduce -0.8% 16,997,969 $6.4B
Mitsubishi UFJ Asset Management Co., Ltd. 5.73% Add +10.9% 16,578,663 $6.2B
American Century Companies Inc. 3.66% Reduce -5.0% 15,866,956 $6.0B
Principal Financial Group Inc. 3.25% Reduce -1.2% 15,415,632 $5.8B
T. Rowe Price Investment Management, Inc. 3.78% Add +22.7% 15,199,824 $5.7B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6.43% Reduce -0.8% 14,549,510 $5.5B
Bank of Montreal 2.88% Reduce -13.4% 14,315,255 $5.4B
Rhumbline Advisers 5.02% Reduce -0.1% 14,303,915 $5.4B
Nordea Investment Management AB 5.42% Add +12.3% 13,947,679 $5.1B
National Pension Service 4.93% Add +4.2% 13,667,472 $5.1B
Swedbank AB 6.81% Reduce -3.3% 13,627,778 $5.1B
Arrowstreet Capital, Limited Partnership 4.14% Reduce -12.3% 13,602,445 $5.1B
Sanders Capital, LLC 7.42% Reduce -0.8% 13,222,215 $5.0B
Citigroup Inc. 3.77% Add +75.9% 13,158,353 $4.9B
Schroder Investment Management Group 4.91% Reduce -2.9% 12,941,457 $4.9B
Clearbridge Investments, LLC 3.90% Reduce -3.0% 11,871,342 $4.5B
Neuberger Berman Group LLC 3.61% Reduce -2.7% 11,457,484 $4.3B
Brown Advisory Inc. 6.14% Add +0.4% 11,438,421 $4.3B
California State Teachers Retirement System 5.12% Reduce -0.5% 11,030,138 $4.1B
State Farm Mutual Automobile Insurance Co. 3.75% No change 10,868,911 $4.1B
Envestnet Asset Management Inc. 1.28% Add +2.3% 10,552,235 $4.0B
National Bank of Canada 4.58% Add +37.9% 10,404,769 $3.9B
Canada Pension Plan Investment Board 3.71% Add +13.3% 10,189,406 $3.8B
BNP Paribas Financial Markets 2.94% Reduce -4.4% 10,126,245 $3.8B
New York State Common Retirement Fund 5.43% Reduce -2.9% 9,851,465 $3.7B
Manufacturers Life Insurance Company, The 3.51% Add +1.5% 9,755,728 $3.7B
TD Asset Management Inc 3.18% Reduce -2.6% 9,217,665 $3.5B
PNC Financial Services Group, Inc. 1.80% Reduce -0.8% 9,166,782 $3.4B
Primecap Management Co. 2.82% Reduce -4.8% 9,086,990 $3.4B
Dodge & Cox 1.90% Reduce -2.0% 8,880,353 $3.3B
Assenagon Asset Management S.A. 5.79% Reduce -17.9% 8,651,554 $3.2B
Aberdeen Group plc 6.20% Add +12.1% 8,575,152 $3.2B
LPL Financial LLC 1.23% Add +5.7% 8,384,908 $3.1B
FIL Ltd 2.96% Reduce -1.0% 8,298,387 $3.1B
Voya Investment Management LLC 4.09% Reduce -16.7% 8,293,231 $3.1B
Russell Investments Group, Ltd. 4.28% Add +2.4% 8,272,626 $3.1B
Fayez Sarofim & Co 7.51% Reduce -2.4% 7,997,783 $3.0B
Lazard Asset Management LLC 4.93% Reduce -1.7% 7,834,373 $2.9B
CANADA LIFE ASSURANCE Co 5.17% Add +2.2% 7,810,636 $2.9B
Bessemer Group Inc. 5.12% Add +1.5% 7,605,536 $2.9B
Prudential Financial Inc. 3.95% Add +3.8% 7,380,565 $2.8B
Macquarie Group Ltd. 3.37% Reduce -2.3% 7,213,399 $2.7B
State Board of Administration of Florida Retirement System 5.34% Reduce -0.1% 7,167,214 $2.7B
Stifel Financial Corp. 2.86% Add +0.1% 7,163,679 $2.7B
DekaBank Deutsche Girozentrale 5.26% Reduce -1.3% 7,219,882 $2.7B
Universal- Beteiligungs- und Servicegesellschaft mbH 5.51% Reduce -0.8% 7,145,067 $2.7B
Baillie Gifford & Co. 2.30% Reduce -4.8% 7,021,856 $2.6B
Ninety One UK Ltd 7.30% Add +6.6% 6,986,974 $2.6B
Royal London Asset Management Ltd. 6.21% Add +3.8% 6,986,165 $2.6B
Adage Capital Partners Gp, L.L.C. 4.71% Reduce -4.4% 6,772,243 $2.5B
Ensign Peak Advisors, Inc 4.80% Reduce -0.8% 6,688,389 $2.5B
CIBC Private Wealth Group LLC 5.19% Add +1.5% 6,937,468 $2.5B
Parnassus Investments, LLC 5.82% Add +8.0% 6,450,971 $2.4B
Allianz Asset Management GmbH 3.56% Reduce -5.4% 6,422,884 $2.4B
New York State Teachers Retirement System 5.45% Reduce -4.2% 6,297,699 $2.4B
Winslow Capital Management, LLC 9.39% Reduce -9.9% 6,272,602 $2.4B
Tiger Global Management 8.81% Add +16.8% 6,240,865 $2.3B
Pictet Asset Management Holding SA 2.58% Reduce -1.3% 6,192,420 $2.3B
Loomis Sayles & Co. L P 3.37% Reduce -0.2% 6,184,385 $2.3B
Polen Capital Management LLC 7.00% Reduce -7.3% 5,941,106 $2.2B
Aviva PLC 5.36% Add +13.4% 5,901,519 $2.2B
Sei Investments Co. 2.83% Add +2.4% 5,860,627 $2.2B
Robeco Institutional Asset Management B.V. 4.23% Add +0.7% 5,805,818 $2.2B
Corient Private Wealth LP 3.53% Reduce -6.8% 5,754,983 $2.2B
Bank of Nova Scotia 4.79% Reduce -32.8% 5,637,535 $2.1B
US Bancorp \de 2.82% Reduce -1.9% 5,631,759 $2.1B
Victory Capital Management Inc. 2.19% Reduce -2.7% 5,596,392 $2.1B
Marshall Wace, LLP 2.81% Reduce -6.1% 5,562,731 $2.1B
Korea Investment CORP 5.00% Add +0.8% 5,492,733 $2.1B
APG Asset Management N.V. 6.39% Add +2.0% 5,928,439 $2.1B
Baird Financial Group, Inc. 3.96% Add +1.0% 5,475,965 $2.1B
Mackenzie Financial Corp. 2.90% Reduce -4.5% 5,424,255 $2.0B
Fundsmith 9.17% Reduce -13.2% 5,370,162 $2.0B
ProShare Advisors LLC 4.51% Add +10.2% 5,320,480 $2.0B
Danske Bank A/S 6.05% Add +8.9% 5,272,492 $2.0B
Generation Investment Management LLP 11.78% Add +3.2% 5,196,698 $2.0B
Natixis Advisors, LLC 3.55% Reduce -6.8% 5,123,911 $1.9B
DNB Asset Management AS 8.60% Add +6.7% 4,969,874 $1.9B
HighTower Advisors, LLC 2.53% Reduce -1.3% 4,956,755 $1.9B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 4.98% Reduce -9.2% 4,950,935 $1.9B
Credit Agricole S A 6.94% Add +0.4% 4,905,936 $1.8B
D. E. Shaw & Co. 2.32% Reduce -4.3% 4,831,432 $1.8B
GMO 5.66% Add +22.1% 4,783,085 $1.8B
1832 Asset Management L.P. 3.41% Reduce -11.3% 4,764,285 $1.8B
Squarepoint Ops LLC 4.35% Add +60.6% 4,725,458 $1.8B
Chevy Chase Trust Holdings, LLC 5.62% Reduce -2.1% 4,682,092 $1.8B
Fred Alger Management, LLC 9.69% Reduce -3.0% 4,530,409 $1.7B
GQG Partners LLC 2.68% Reduce -29.2% 4,487,336 $1.7B
First Manhattan Co. Llc. 4.90% Add +1.0% 4,477,461 $1.7B
AQR Capital Management 1.73% Add +7.7% 4,535,142 $1.7B
Alecta Tjanstepension Omsesidigt 9.39% No change 4,471,200 $1.7B
Bank Julius Baer & Co. Ltd, Zurich 5.40% Add +11.3% 4,418,798 $1.7B
KBC Group NV 5.06% Reduce -10.6% 4,339,901 $1.6B
Mariner, LLC 2.70% Add +3.9% 4,318,000 $1.6B
Storebrand Asset Management As 5.26% Add +1.0% 4,306,355 $1.6B
Caisse de depot et placement du Quebec 3.39% Reduce -5.0% 4,304,321 $1.6B
Healthcare of Ontario Pension Plan Trust Fund 3.59% Add +29.0% 4,290,515 $1.6B
Mitsubishi UFJ Trust & Banking Corp 4.19% Reduce -1.5% 4,286,070 $1.6B
Toronto Dominion Bank 4.12% Add +16.7% 4,254,469 $1.6B
Zurcher Kantonalbank (Zurich Cantonalbank) 4.57% Add +3.6% 4,234,725 $1.6B
Truist Financial Corp. 2.51% Reduce -0.6% 4,174,002 $1.6B
State of Wisconsin Investment Board 4.04% Add +2.4% 4,159,241 $1.6B
William Blair Investment Management, LLC 4.35% Reduce -6.9% 4,127,203 $1.5B
Soroban Capital Partners LP 21.79% Add +19.6% 4,111,841 $1.5B
Nomura Asset Management Co. Ltd. 4.59% Add +4.8% 3,993,913 $1.5B
Eagle Capital Management LLC 5.46% Add +20.5% 3,990,454 $1.5B
Aristotle Capital Management, LLC 2.97% Reduce -3.4% 3,970,981 $1.5B
AXA S.A. 4.70% Reduce -4.3% 3,795,788 $1.4B
Blair William & Co. 4.26% Reduce -1.2% 3,766,202 $1.4B
Fiera Capital Corp 5.08% Reduce -16.7% 3,742,775 $1.4B
Vontobel Holding Ltd. 5.07% Reduce -10.2% 3,706,633 $1.4B
Public Employees Retirement Association of Colorado 5.86% Reduce -0.2% 3,661,480 $1.4B
Cerity Partners LLC 2.79% Add +15.8% 3,617,099 $1.4B
Commonwealth Equity Services, LLC 1.91% Add +2.1% 3,597,918 $1.4B
Handelsbanken Fonder AB 5.51% Reduce -1.1% 3,561,779 $1.3B
Los Angeles Capital Management LLC 5.87% Reduce -0.9% 3,539,178 $1.3B
Treasurer of the State of North Carolina 5.25% Add +3.4% 3,519,109 $1.3B
Rathbones Group PLC 6.33% Add +2.2% 3,488,022 $1.3B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.77% Add +9.7% 3,437,075 $1.3B
Public Sector Pension Investment Board 5.58% Add +29.0% 3,435,560 $1.3B
Flossbach Von Storch SE 5.54% Reduce -2.2% 3,406,727 $1.3B
First Trust Advisors LP 1.13% Add +7.1% 3,388,963 $1.3B
Natixis 7.48% Add +119.8% 3,390,189 $1.3B
Allspring Global Investments Holdings, LLC 2.14% Reduce -5.5% 3,232,247 $1.2B
Coatue Management 5.41% Reduce -7.3% 3,269,324 $1.2B
Thrivent Financial for Lutherans 2.74% Reduce -4.1% 3,236,219 $1.2B
Asset Management One Co., Ltd. 4.21% Add +6.1% 3,240,236 $1.2B
STRS Ohio 5.04% Reduce -2.8% 3,204,224 $1.2B
Public Employees Retirement System of Ohio 4.35% Reduce -5.7% 3,189,808 $1.2B
Mirae Asset Global Investments Co., Ltd. 4.85% Add +42.3% 3,988,595 $1.2B
Sustainable Growth Advisers, LP 6.48% Reduce -0.4% 3,096,725 $1.2B
Rockefeller Capital Management L.P. 2.87% Add +9.8% 3,096,478 $1.2B
Skandinaviska Enskilda Banken AB (publ) 5.69% Add +2.3% 3,078,142 $1.2B
Mawer Investment Management Ltd. 5.55% Reduce -3.6% 3,063,069 $1.1B
AustralianSuper Pty Ltd 6.46% Reduce -26.1% 3,045,129 $1.1B
Union Bancaire Privee, UBP SA 22.38% Reduce -1.0% 991,541 $1.1B
King Luther Capital Management Corp. 5.19% Add +0.1% 2,975,510 $1.1B
Cibc World Markets Corp. 8.74% Add +21.4% 2,940,072 $1.1B
PineStone Asset Management Inc. 8.30% Add +30.7% 2,929,471 $1.1B
Fifth Third Bancorp 4.14% Add +0.7% 2,902,994 $1.1B
Veritas Asset Management LLP 11.01% Add +44.4% 2,902,821 $1.1B
CI Investments Inc. 4.52% Reduce -4.0% 2,849,909 $1.1B
Menora Mivtachim Holdings LTD. 6.95% Reduce -3.2% 2,844,075 $1.1B
Creative Planning 0.98% Add +4.8% 2,784,681 $1.0B
AMF Tjanstepension AB 7.61% Reduce -3.6% 2,744,909 $1.0B
Keybank National Association 4.09% Reduce -1.7% 2,721,486 $1.0B
Lansforsakringar Fondforvaltning AB (publ) 6.25% Reduce -2.7% 2,715,290 $1.0B
Wealth Enhancement Advisory Services, LLC 1.93% Add +3.5% 2,688,111 $1.0B
Alphinity Investment Management Pty Ltd 6.82% Reduce -8.1% 2,683,745 $1.0B
Focus Partners Wealth 2.53% Add +2.6% 2,682,264 $1.0B
KLP Kapitalforvaltning As 4.91% Add +0.7% 2,667,768 $1.0B
Retirement Systems of Alabama 3.89% Reduce -0.9% 2,662,096 $999.3M
Candriam S.C.A. 6.27% Reduce -0.6% 2,651,907 $995.5M
Sands Capital Management, LLC 3.38% Reduce -5.5% 2,648,248 $994.1M
State of Tennessee, Department of Treasury 3.80% Reduce -1.0% 2,640,718 $991.3M
Clear Street LLC 19.53% Add +9.6% 2,626,500 $986.0M
UniSuper Management Pty Ltd 7.31% Add +7.3% 2,613,999 $981.3M
Altarock Partners LP 19.46% Add +36.3% 2,578,649 $968.0M
Jacobs Levy Equity Management, Inc. 3.83% Add +10.5% 2,571,195 $965.2M
Captrust Financial Advisors 2.42% Add +21.0% 2,570,584 $965.0M
Daiwa Securities Group Inc. 4.06% Add +25.0% 2,554,147 $958.8M
Two Sigma Advisers, LP 2.14% Reduce -12.7% 2,533,800 $951.2M
M&G PLC 6.19% Add +30.8% 2,525,229 $947.0M
Capstone Investment Advisors, LLC 10.66% Reduce -33.6% 2,469,186 $926.9M
Federated Hermes, Inc. 1.98% Add +13.7% 2,438,357 $915.3M
State of New Jersey Common Pension Fund D 4.01% Reduce -8.3% 2,375,938 $891.9M
Resona Asset Management Co.,Ltd. 5.09% Add +7.7% 2,340,668 $879.9M
Panagora Asset Management Inc. 4.35% Reduce -8.1% 2,318,160 $870.2M
Calamos Advisors LLC 5.95% Reduce -0.7% 2,301,583 $864.0M
Farallon Capital Management, L.L.C. 4.63% Add +40.0% 2,285,835 $858.1M
State of Michigan Retirement System 4.89% Reduce -3.8% 2,257,867 $847.6M
Teacher Retirement System of Texas 3.52% Reduce -10.1% 2,246,776 $843.4M
Nisa Investment Advisors, LLC 4.20% Reduce -6.3% 2,237,807 $840.1M
MetLife Investment Management, LLC 4.52% Reduce -2.8% 2,231,530 $837.7M
Pathstone Holdings, LLC 3.63% Add +34.7% 2,240,086 $837.2M
Cardano Risk Management B.V. 13.19% Add +2.8% 2,210,556 $829.8M
M&T Bank Corp 3.00% Reduce -7.2% 2,193,682 $823.5M
Swiss Life Asset Management Ltd 5.98% Add +10.7% 2,192,594 $823.1M
CIBC Asset Management Inc 2.73% Add +0.3% 2,191,700 $822.5M
Sarasin & Partners LLP 8.64% Add +7.3% 2,121,565 $796.4M
Fort Washington Investment Advisors Inc. 4.86% Add +0.7% 2,108,951 $791.7M
Janney Montgomery Scott LLC 2.22% Reduce -0.4% 2,088,126 $783.9M
Arizona State Retirement System 4.97% Add +1.1% 2,078,238 $780.1M
Cetera Investment Advisers 1.50% Add +4.5% 2,067,873 $776.3M
ING Groep NV 5.37% Add +30.8% 2,061,871 $774.0M
Temasek Holdings (Private) Ltd 3.12% Reduce -4.4% 2,059,589 $773.1M
Tredje AP-fonden 7.21% Add +8.6% 2,056,535 $772.0M
Corebridge Financial, Inc. 4.34% Reduce -4.6% 2,010,868 $754.9M
Montrusco Bolton Investments Inc. 9.90% Reduce -0.9% 2,066,121 $752.9M
Mairs & Power Inc. 7.80% Add +1.4% 1,996,217 $749.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 4.58% Reduce -0.7% 1,979,134 $742.9M
Capitolis Liquid Global Markets LLC 6.51% Add +16.8% 1,962,300 $736.6M
Lone Pine Capital 6.45% Add +19.6% 1,960,328 $735.9M
Commerce Bank 4.69% Reduce -1.9% 1,958,594 $735.2M
Scotia Capital Inc. 3.91% Add +1.4% 1,943,711 $729.7M
WCM Investment Management, LLC 1.87% Add +0.5% 1,917,245 $726.3M
Osaic Holdings, Inc. 1.60% Reduce -10.8% 1,906,736 $716.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 6.95% Reduce -0.1% 1,907,520 $714.2M
Cibc World Market Inc. 1.60% Add +0.3% 1,870,220 $702.1M
Acadian Asset Management LLC 1.98% Add +0.8% 1,868,696 $701.5M
Northwestern Mutual Wealth Management Co. 0.57% Add +5.2% 1,856,104 $696.8M
Zurich Insurance Group Ltd 5.63% Add +17.6% 1,850,953 $694.8M
Man Group plc 2.14% Add +14.5% 1,850,347 $694.6M
Forsta Ap-Fonden 5.26% Reduce -1.9% 1,850,200 $694.5M
Millennium Management 0.70% Reduce -28.6% 1,846,619 $693.2M
Impax Asset Management Group plc 4.17% Reduce -22.1% 1,846,615 $691.7M
Pinebridge Investments, L.P. 5.49% Reduce -1.9% 1,839,927 $690.7M
Westfield Capital Management Co. LP 3.35% Reduce -2.1% 1,832,611 $687.9M
USS Investment Management Ltd 5.20% Reduce -10.1% 1,827,281 $685.0M
Comerica Bank 2.87% Reduce -2.7% 1,820,734 $683.5M
Xponance LLC 6.52% Reduce -0.7% 1,797,131 $674.6M
Jensen Investment Management Inc. 7.38% Reduce -13.5% 1,777,503 $667.3M
Brown Brothers Harriman & Co. 4.65% Reduce -1.4% 1,771,627 $665.1M
Fundsmith Investment Services LTD. 9.38% Reduce -14.8% 1,771,071 $664.8M
Unisphere Establishment 5.76% Add +21.7% 1,757,650 $659.8M
B. Metzler seel. Sohn & Co. AG 6.69% Add +3.3% 1,730,008 $649.4M
Alkeon Capital Management LLC 3.84% Reduce -0.1% 1,726,176 $648.0M
Czech National Bank 5.87% Add +5.9% 1,707,472 $641.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 3.77% Add +7.5% 1,700,056 $638.2M
Employees Provident Fund Board 7.23% Add +18.2% 1,694,769 $636.2M
Assetmark, Inc. 1.73% Add +1.1% 1,681,055 $631.1M
Magellan Asset Management Ltd 7.60% Add +7.3% 1,664,891 $625.0M
Glenmede Trust Co. NA 3.27% Reduce -1.0% 1,624,704 $609.9M
Amalgamated Bank 5.16% Add +2.2% 1,606,519 $603.1M
Bahl & Gaynor LLC 3.07% Reduce -1.1% 1,604,730 $602.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 4.47% — 1,604,500 $602.3M
OMERS ADMINISTRATION Corp 5.26% Add +0.1% 1,602,503 $601.6M
Mirova US LLC 7.14% Add +3.6% 1,602,280 $601.5M
TCW Group Inc. 5.34% Reduce -2.6% 1,588,616 $596.4M
Altshuler Shaham Ltd 14.30% Add +26.1% 1,571,168 $589.8M
Worldquant Millennium Advisors LLC 3.67% Reduce -0.9% 1,551,601 $582.5M
Nissay Asset Management Corp. /Japan 3.79% Reduce -6.6% 1,551,599 $582.5M
Compagnie Lombard Odier SCmA 7.11% Add +7.0% 1,543,293 $579.3M
Everett Harris & Co. 7.28% Reduce -0.4% 1,505,403 $565.1M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 7.04% No change 1,500,000 $563.1M
Allen Investment Management, LLC 6.43% Add +0.5% 1,469,390 $551.6M
Point72 Asset Management 1.61% Reduce -13.2% 1,469,297 $551.6M
DSM Capital Partners LLC 9.63% Reduce -10.8% 1,467,910 $551.0M
Jane Street Group, LLC 1.00% Add +77.3% 1,462,221 $548.9M
LGT Group Foundation 7.55% Add +18.4% 1,458,182 $547.4M
C WorldWide Group Holding A/S 6.77% Reduce -1.7% 1,452,393 $545.2M
NorthCoast Asset Management LLC 2.74% Add +27.5% 1,448,756 $543.8M
JARISLOWSKY, FRASER Ltd 3.40% Add +5.3% 1,443,983 $542.1M
Capital Wealth Planning, LLC 4.66% Add +4.8% 1,432,544 $537.8M
Lord, Abbett & Co. LLC 2.01% Reduce -21.4% 1,430,960 $537.2M
Gateway Investment Advisers LLC 6.15% Add +0.5% 1,427,989 $536.1M
Mercer Global Advisors Inc. 1.22% Add +1.9% 1,426,336 $533.6M
Quantinno Capital Management LP 3.46% Add +37.7% 1,417,351 $532.1M
BlueSpruce Investments, LP 12.38% Reduce -4.1% 1,412,510 $530.2M
BI Asset Management Fondsmaeglerselskab A/S 5.91% Add +7.9% 1,397,558 $524.6M
Vulcan Value Partners, LLC 9.83% Add +17.2% 1,393,139 $523.2M
AEGON ASSET MANAGEMENT UK Plc 7.62% Reduce -3.2% 1,392,750 $522.5M
Meritage Group LP 14.29% New 1,385,107 $520.0M
ABN AMRO Bank N.V. 7.15% Add +37.7% 1,380,483 $517.3M
Van Lanschot Kempen Investment Management N.V. 5.38% Reduce -1.6% 1,373,381 $515.6M
Federation des caisses Desjardins du Quebec 2.53% Add +2.2% 1,363,047 $511.7M
Longview Partners (Guernsey) LTD 4.11% Reduce -5.9% 1,362,259 $511.4M
IFM Investors Pty Ltd 5.42% Add +0.0% 1,331,653 $499.9M
Egerton Capital (UK) LLP 5.75% Reduce -24.4% 1,328,533 $498.7M
QRG Capital Management, Inc. 5.12% Add +4.2% 1,314,216 $493.3M
Cantillon Capital Management LLC 3.17% Reduce -3.0% 1,303,090 $489.2M
Lido Advisors, LLC 2.91% Add +18.9% 1,300,199 $488.1M
LBP Am SA 7.52% Reduce -5.0% 1,297,793 $487.2M
Ontario Teachers Pension Plan Board 7.55% Reduce -11.9% 1,277,508 $479.6M
Ako Capital LLP 6.09% Add +9.4% 1,250,718 $469.5M
MML Investors Services, LLC 1.56% Add +6.3% 1,245,250 $467.5M
Susquehanna International Group, LLP 0.77% Reduce -66.1% 1,242,991 $466.6M
Axiom Investors LLC 4.47% Reduce -50.0% 1,241,365 $466.0M
Utah Retirement Systems 5.33% Reduce -0.1% 1,231,977 $462.5M
Employees Retirement System of Texas 5.05% Add +26.9% 1,230,429 $461.9M
Mn Services Vermogensbeheer B.V. 3.56% Reduce -7.2% 1,223,811 $459.4M
Haverford Trust Co 4.62% Reduce -0.3% 1,223,480 $459.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 4.68% Add +4.6% 1,222,395 $458.9M
Regions Financial Corp. 3.41% Add +4.7% 1,219,962 $458.0M
Rafferty Asset Management, LLC 1.95% Reduce -17.0% 1,218,061 $457.2M
Yacktman Asset Management 5.94% Reduce -1.1% 1,203,480 $451.8M
Polar Capital Holdings Plc 2.75% Reduce -21.6% 1,195,287 $448.7M
Banco Bilbao Vizcaya Argentaria, S.A. 4.51% Add +8.1% 1,190,994 $447.6M
Cambridge Investment Research Advisors, Inc. 1.51% Add +0.3% 1,190,110 $446.8M
Cincinnati Insurance Co. 7.77% No change 1,183,997 $444.5M
Boston Trust Walden Corp 3.24% Reduce -5.7% 1,182,109 $443.8M
Alyeska Investment Group, L.P. 1.75% Add +621.3% 1,162,749 $436.5M
Epoch Investment Partners, Inc. 2.26% Reduce -0.5% 1,160,313 $435.6M
Comgest Global Investors S.A.S. 7.75% Reduce -25.0% 1,157,216 $434.4M
Huntington National Bank 4.18% Reduce -3.5% 1,149,571 $431.5M
Troy Asset Management Ltd 11.62% Add +0.7% 853,554 $424.6M
Saturna Capital Corp. 6.25% Add +0.0% 1,111,976 $417.4M
Qube Research & Technologies Ltd 0.65% Add +1039.3% 1,110,998 $417.0M
Jones Financial Companies LLLP 0.37% Add +34.1% 1,097,614 $415.1M
Banque Transatlantique SA 12.38% Reduce -14.3% 1,090,204 $409.6M
Factory Mutual Insurance Co. 4.75% Reduce -1.2% 1,089,768 $409.1M
Teachers Retirement System of the State of Kentucky 3.68% Reduce -3.3% 1,087,129 $408.1M
W1M Investment Management Ltd 6.32% Add +6.7% 1,088,472 $408.0M
New York Life Investment Management LLC 4.15% Reduce -0.0% 1,085,906 $407.6M
Police & Firemen's Retirement System of New Jersey 4.11% Add +0.1% 1,082,541 $406.4M
State of Alaska, Department of Revenue 4.58% Add +0.9% 1,076,867 $404.2M
Local Pensions Partnership Investment Ltd 7.99% No change 1,073,749 $402.5M
Zacks Investment Management 3.75% Reduce -1.0% 1,069,480 $401.5M
Stockbridge Partners LLC 8.81% Add +25.3% 1,060,920 $398.3M
Balyasny Asset Management L.P. 1.01% Add +51.0% 1,055,050 $396.1M
Newlands Management Operations LLC 2.67% No change 1,050,322 $394.3M
Caption Management, LLC 18.01% New 1,050,000 $394.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 4.70% Reduce -17.3% 1,044,180 $392.0M
Quilter Plc 8.12% Add +1.5% 1,041,040 $390.8M
Varma Mutual Pension Insurance Co 3.34% Add +5.1% 1,033,676 $388.0M
Groupama Asset Managment 7.88% Add +12.4% 1,022,872 $387.5M
Van Eck Associates Corp. 0.50% Add +1.6% 1,031,566 $387.2M
Metropolis Capital Ltd 14.37% Add +42.8% 1,030,688 $386.9M
First Foundation Advisors 15.74% Reduce -1.3% 1,028,833 $386.2M
MUFG Securities EMEA plc 9.90% Reduce -19.3% 1,024,461 $384.6M
Skye Global Management LP 10.10% Add +50.6% 1,012,000 $379.9M
Crake Asset Management LLP 30.61% Add +57.7% 1,011,570 $379.7M
Capital Group Private Client Services, Inc. 3.64% Add +2.6% 994,633 $373.4M
ASR Vermogensbeheer N.V. 5.52% — 993,808 $373.0M
Bartlett & Co. Wealth Management LLC 5.48% Add +1.6% 991,138 $372.1M
Holocene Advisors, LP 1.09% Reduce -35.3% 983,439 $369.2M
Altimeter Capital Management 7.37% Reduce -1.9% 975,080 $366.0M
TD Waterhouse Canada Inc. 2.97% Add +0.7% 950,052 $362.7M
Lazard Freres Gestion S.A.S. 8.80% Reduce -12.1% 964,011 $361.9M
Cullen/Frost Bankers, Inc. 5.02% Reduce -0.2% 955,214 $358.6M
Cercano Management LLC 10.53% Reduce -13.0% 954,335 $358.2M
MAI Capital Management 2.71% Reduce -0.5% 953,330 $357.9M
NewEdge Advisors, LLC 2.12% Add +2.8% 950,530 $356.8M
Harding Loevner LP 2.73% Reduce -15.8% 950,332 $356.8M
Bridges Investment Management Inc. 5.12% Reduce -0.6% 944,855 $354.7M
iA Global Asset Management Inc. 6.10% Add +1.8% 943,938 $354.3M
Mediolanum International Funds Ltd 4.90% Reduce -2.5% 933,540 $353.6M
Ferguson Wellman Capital Management, Inc. 6.82% Add +0.8% 936,553 $351.6M
DAVENPORT & Co LLC 2.06% Add +0.8% 928,275 $348.9M
Danica Pension, Livsforsikringsaktieselskab 6.84% Add +1.1% 920,151 $345.4M
Sanctuary Advisors, LLC 2.42% Reduce -6.6% 917,761 $344.5M
Yousif Capital Management, LLC 3.99% Reduce -0.5% 916,446 $344.0M
Capital International, Inc. 4.16% Add +4.5% 913,284 $342.8M
Chilton Investment Co. Inc. 8.36% Add +3.9% 912,732 $342.6M
Whittier Trust Co. 4.77% Add +0.3% 911,495 $342.2M
Voyager Global Management LP 15.22% Add +40.0% 910,000 $341.6M
Cwm, LLC 1.36% Add +5.1% 909,409 $341.4M
Achmea Investment Management B.V. 4.97% Add +14.9% 908,778 $341.1M
Commerzbank Aktiengesellschaft 7.95% Add +5.3% 908,352 $341.0M
Welch & Forbes LLC 4.44% Reduce -0.1% 904,386 $339.5M
Banque Pictet & Cie SA 3.61% Reduce -7.2% 904,205 $338.0M
Mutual of America Capital Management LLC 3.88% Reduce -3.2% 897,432 $336.9M
Empower Advisory Group, LLC 1.10% Add +1.1% 897,145 $336.8M
Rokos Capital Management LLP 9.43% Add +29.9% 895,635 $335.8M
Williams Jones Wealth Management, LLC. 4.27% Add +0.9% 889,749 $334.0M
Aware Super Pty Ltd as trustee of Aware Super 5.67% No change 887,379 $333.1M
Bank Pictet & Cie (Europe) AG 7.93% Reduce -4.0% 889,142 $332.4M
Vanguard Personalized Indexing Management, LLC 4.90% Add +1.1% 885,062 $332.2M
Groupe la Francaise 6.98% Add +7.6% 839,603 $326.7M
O'shaughnessy Asset Management, LLC 2.60% Add +1.8% 863,643 $324.2M
Evercore Wealth Management, LLC 5.20% Reduce -1.2% 860,807 $323.1M
BSN CAPITAL PARTNERS Ltd 15.69% New 834,000 $322.1M
Ieq Capital, LLC 2.54% Add +9.4% 851,360 $319.6M
Erste Asset Management GmbH 4.08% Reduce -2.8% 869,668 $317.9M
Guggenheim Capital LLC 2.98% Reduce -18.1% 843,242 $316.5M
Raiffeisen Bank International AG 5.02% Reduce -0.6% 830,878 $314.7M
HM Payson & Co. 5.49% Add +6.7% 833,386 $312.8M
AE Wealth Management LLC 2.58% Add +8.4% 818,083 $307.1M
Border to Coast Pensions Partnership Ltd 6.26% Add +3.6% 814,594 $305.8M
Tidal Investments LLC 2.58% Reduce -4.9% 814,484 $305.7M
Bridgewater Associates 1.41% Add +21.4% 809,435 $303.9M
E. Ohman J:or Asset Management AB 8.07% Reduce -6.6% 809,388 $303.8M
OP Asset Management Ltd 5.08% — 802,766 $301.4M
Johnson Investment Counsel Inc. 2.90% Add +3.6% 801,439 $300.9M
Vaughan Nelson Investment Management, L.P. 2.98% Reduce -5.9% 794,107 $298.1M
Kestra Advisory Services, LLC 1.44% Reduce -3.8% 791,390 $297.1M
&partners 3.15% Add +13.0% 783,110 $296.8M
Steward Partners Investment Advisory, LLC 2.62% Add +0.6% 788,991 $296.2M
Brighton Jones LLC 9.50% Reduce -24.2% 788,622 $296.0M
Intech Investment Management LLC 3.05% Reduce -7.0% 787,148 $295.5M
Rakuten Investment Management, Inc. 1.35% — 779,682 $295.3M
NEOS Investment Management LLC 5.58% Add +31.9% 783,453 $294.1M
Cannell & Spears LLC 6.30% Add +0.0% 779,550 $292.6M
Navera Investment Management Ltd. 5.35% Add +2.8% 779,461 $292.3M
Atalanta Sosnoff Capital, LLC 6.96% Reduce -5.1% 774,800 $290.9M
GUARDCAP ASSET MANAGEMENT Ltd 5.59% Reduce -13.4% 768,270 $288.4M
Bristol John W & Co. Inc. 4.92% Reduce -2.1% 767,559 $288.1M
Bradley Foster & Sargent Inc. 4.90% Reduce -0.6% 762,816 $286.4M
GF Fund Management Co. LTD. 6.63% Reduce -1.5% 753,331 $282.8M
D.A. Davidson & Co. 2.26% Add +1.6% 750,824 $281.9M
Ofi Invest Asset Management 7.35% Reduce -2.6% 805,082 $279.8M
Wealthfront Advisers LLC 0.75% Add +9.4% 742,918 $278.9M
Banco Santander, S.A. 3.05% Add +9.5% 736,654 $276.5M
Jupiter Asset Management Ltd. 2.65% Reduce -2.3% 736,045 $276.3M
Verition Fund Management LLC 1.62% Reduce -26.4% 730,889 $274.4M
Ilmarinen Mutual Pension Insurance Co 2.42% Reduce -3.1% 728,419 $273.4M
London Co. of Virginia 1.55% Reduce -3.4% 726,320 $272.7M
Financial Counselors Inc. 4.14% Add +2.6% 725,833 $272.5M
EP Wealth Advisors, LLC 2.15% Add +4.1% 715,551 $268.6M
Manning & Napier Advisors LLC 3.31% Add +1.6% 713,600 $267.9M
Connor, Clark & Lunn Investment Management Ltd. 1.15% Add +4.4% 704,772 $264.6M
ACR Alpine Capital Research, LLC 5.50% Add +1.1% 700,762 $263.1M
Sterling Capital Management LLC 4.07% Reduce -5.4% 697,922 $262.0M
Oppenheimer & Co. Inc. 3.95% Reduce -1.6% 696,901 $261.6M
Beck Mack & Oliver LLC 5.20% Reduce -3.9% 693,352 $260.3M
SRB Corp. 16.97% Reduce -7.4% 693,012 $260.1M
Tiaa Trust, National Association 0.81% Reduce -7.0% 688,107 $258.3M
Viking Global Investors 0.82% Reduce -71.4% 683,918 $256.7M
TrinityBridge Ltd 7.38% Add +56.7% 684,738 $256.7M
Sequoia Financial Advisors, LLC 1.98% Add +10.1% 682,974 $256.4M
Agf Management Ltd. 1.36% Reduce -4.1% 682,389 $256.2M
Fiduciary Trust Co 3.33% Add +1.0% 677,956 $254.5M
NewEdge Wealth, LLC 4.60% Reduce -0.6% 676,201 $253.8M
Abn Amro Investment Solutions 5.29% Reduce -1.9% 673,072 $252.7M
Laird Norton Wetherby Trust Company, LLC 40.29% Reduce -2.1% 667,215 $250.5M
Armstrong Henry H Associates Inc. 24.21% Reduce -1.3% 665,373 $249.8M
Oppenheimer Asset Management Inc. 3.08% Reduce -1.2% 661,318 $248.3M
Eastern Bank 4.86% Reduce -3.2% 661,117 $248.2M
First Eagle Investment Management, LLC 0.52% Add +0.3% 659,693 $247.6M
Congress Asset Management Co. 1.85% Reduce -0.3% 659,451 $247.6M
Aristotle Atlantic Partners, LLC 8.33% Reduce -0.5% 657,754 $246.9M
Ethic Inc. 4.97% Add +6.8% 641,684 $245.2M
United Capital Financial Advisors, LLC 2.09% Add +4.5% 650,338 $244.1M
Silvercrest Asset Management Group LLC 1.74% Reduce -13.1% 649,197 $243.7M
Badgley Phelps Wealth Managers, LLC 5.85% Add +3.3% 645,237 $242.2M
J. Safra Sarasin Holding AG 4.38% Reduce -9.7% 644,698 $242.1M
Fisher Funds Management LTD 5.86% Add +13.1% 643,203 $241.5M
Findlay Park Partners LLP 2.48% Reduce -17.9% 642,810 $241.3M
Oregon Public Employees Retirement Fund 4.63% Add +0.2% 638,382 $239.6M
Generali Asset Management SPA SGR 5.87% Add +0.5% 634,195 $238.1M
Sapient Capital LLC 4.67% Reduce -0.5% 630,205 $236.6M
Stonehage Fleming Financial Services Holdings Ltd 8.30% Reduce -25.5% 629,959 $236.5M
Woodline Partners LP 1.53% Add +33.8% 628,061 $235.8M
Whittier Trust Co. of Nevada Inc. 5.95% Add +1.4% 627,578 $235.6M
Hudson Bay Capital Management LP 1.73% Reduce -49.8% 627,129 $235.4M
First Financial Bankshares Inc 5.08% Add +19.7% 626,821 $235.3M
Douglass Winthrop Advisors, LLC 4.47% Reduce -0.2% 625,775 $234.9M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 9.52% Reduce -0.1% 623,171 $233.9M
CCLA Investment Management 4.13% Reduce -4.5% 622,717 $233.4M
Louisiana State Employees Retirement System 4.63% Reduce -0.0% 620,500 $232.9M
Elo Mutual Pension Insurance Co 5.20% Reduce -5.1% 617,520 $231.8M
Prudential PLC 1.16% Reduce -0.9% 613,141 $230.2M
Private Advisor Group, LLC 1.38% Add +1.5% 609,628 $228.8M
Cresset Asset Management, LLC 1.15% Reduce -7.2% 608,192 $228.3M
Canoe Financial LP 3.65% Reduce -1.8% 606,406 $227.6M
Evelyn Partners Investment Management LLP 7.58% Add +1.3% 606,366 $227.6M
Consulta Ltd 15.24% Add +60.0% 600,000 $225.2M
Investment Management Corp of Ontario 4.58% New 598,470 $224.7M
Shelton Capital Management 5.35% Add +14.6% 597,573 $224.3M
Hyperion Asset Management Ltd 8.80% Add +0.0% 596,817 $224.0M
Mizuho Securities USA LLC 4.82% Reduce -15.5% 595,237 $223.4M
Two Sigma Investments, LP 0.51% Reduce -1.0% 594,754 $223.3M
Pinnacle Financial Partners Inc 4.49% Add +0.3% 567,924 $223.0M
Foxhaven Asset Management, LP 6.70% Add +5.6% 587,535 $220.6M
Phoenix Financial Ltd. 3.36% Reduce -6.6% 584,567 $219.6M
Capital International Sarl 4.96% Add +9.6% 583,159 $218.9M
LGT Capital Partners LTD. 9.69% Add +1.0% 581,398 $218.3M
Trillium Asset Management, LLC 6.25% Reduce -3.3% 578,332 $217.1M
Kornitzer Capital Management Inc. 4.49% Reduce -1.9% 576,173 $216.3M
Milestone Resources Group Ltd 11.31% No change 568,973 $213.6M
Edmond DE Rothschild Holding S.A. 3.75% Add +9.5% 566,520 $212.7M
Advisors Capital Management, LLC 3.30% Reduce -5.2% 565,820 $212.4M
Ossiam 2.97% Add +222.4% 565,685 $212.4M
Pacer Advisors, Inc. 0.55% Reduce -27.0% 565,641 $212.3M
Westwood Holdings Group Inc. 1.61% Add +9.1% 560,248 $210.3M
Beacon Pointe Advisors, LLC 2.36% Add +1.5% 559,579 $210.1M
Crestwood Advisors Group, LLC 3.99% Add +0.5% 559,049 $209.9M
BLI - Banque de Luxembourg Investments 6.34% Reduce -8.1% 552,759 $209.0M
Joho Capital LLC 36.07% No change 556,200 $208.8M
Riverbridge Partners LLC 3.31% Reduce -2.1% 550,284 $206.6M
Southpoint Capital Advisors LP 4.98% Add +22.2% 550,000 $206.5M
Guinness Asset Management LTD 3.91% Reduce -1.3% 547,320 $205.5M
Coldstream Capital Management Inc. 4.37% Reduce -38.4% 546,283 $205.1M
Whale Rock Capital Management 3.50% Add +2067.5% 537,431 $201.7M
Nomura Holdings Inc. 1.08% Reduce -24.9% 536,239 $201.3M
Liontrust Investment Partners LLP 3.14% Reduce -2.6% 535,735 $201.1M
Norinchukin Bank, The 3.68% Add +24.8% 533,151 $200.1M
NS Partners Ltd 8.77% Add +0.7% 531,365 $199.5M
Tocqueville Asset Management L.P. 3.26% Reduce -1.8% 530,974 $199.3M
Clark Capital Management Group, Inc. 1.43% Reduce -5.7% 530,532 $199.2M
Flputnam Investment Management Co. 3.73% Reduce -3.3% 529,351 $198.7M
Quintet Private Bank (Europe) S.A. 11.70% Add +8.9% 529,124 $198.6M
Gabelli Funds LLC 1.54% Reduce -0.2% 529,050 $198.6M
Carmignac Gestion 3.23% Reduce -40.6% 524,623 $197.0M
Markel Group 1.74% Add +0.6% 522,730 $196.2M
South Dakota Investment Council 3.97% Add +0.5% 516,829 $194.0M
Capital Counsel LLC 8.55% Add +0.0% 514,371 $193.1M
Burgundy Asset Management Ltd. 2.00% Reduce -23.9% 514,260 $193.0M
Aptus Capital Advisors, LLC 2.19% Add +7.1% 513,628 $192.8M
Illinois Municipal Retirement Fund 2.80% Add +1.8% 513,331 $192.7M
Capital Advisors Inc. 3.83% Reduce -0.4% 512,969 $192.6M
UMB Bank, n.a. 3.16% Reduce -2.9% 510,858 $191.8M
Silvant Capital Management LLC 8.82% Reduce -0.2% 510,634 $191.7M
Appaloosa 3.45% Reduce -47.4% 510,000 $191.4M
Marsico Capital Management LLC 6.56% Reduce -26.9% 509,356 $191.2M
ANTIPODES PARTNERS Ltd 5.98% Add +15.3% 508,278 $190.8M
Kentucky Retirement Systems 5.81% Reduce -0.6% 507,971 $190.7M
Artemis Investment Management LLP 2.92% Reduce -19.8% 507,831 $190.6M
Artisan Partners Limited Partnership 0.31% Reduce -7.7% 503,520 $189.0M
Peapack Gladstone Financial Corp. 2.77% Reduce -1.9% 497,469 $186.7M
Nicholas Company, Inc. 3.23% Reduce -0.3% 496,759 $186.5M
Locust Wood Capital Advisers, LLC 6.50% Add +84.5% 496,195 $186.3M
Argent Capital Management LLC 5.66% Reduce -1.9% 492,154 $184.7M
Cincinnati Financial Corp. 4.12% No change 491,150 $184.4M
Townsquare Capital LLC 1.96% Add +2.6% 489,965 $183.9M
Avantax Advisory Services, Inc. 1.11% Add +5.3% 488,748 $183.5M
Busey Bank 6.15% Add +1.9% 486,210 $182.5M
HB Wealth Management, LLC 1.52% Add +40.8% 482,005 $180.9M
Vident Advisory, LLC 2.64% Add +29.8% 480,578 $180.4M
Northwest & Ethical Investments L.P. 4.89% Add +5.4% 480,539 $180.4M
Meyer Handelman Co. 6.27% Add +0.0% 479,434 $180.0M
Crawford Investment Counsel Inc. 3.19% Reduce -1.3% 477,576 $179.3M
Great Lakes Advisors, LLC 1.59% Reduce -9.2% 471,099 $177.3M
Avanza Fonder AB 5.81% Reduce -10.2% 463,434 $177.1M
Metis Global Partners, LLC 4.98% Add +10.6% 471,308 $176.9M
Performance Wealth Partners, LLC 6.27% Add +0.1% 467,495 $175.5M
Country Trust Bank 4.41% Add +7.4% 466,311 $175.0M
Glenview Trust Co 3.37% Add +1.6% 462,410 $173.6M
Crossmark Global Holdings, Inc. 3.06% Add +12.8% 461,553 $173.3M
Daiichi Life Insurance Co., Ltd. 5.06% Reduce -4.0% 461,492 $173.2M
Citizens Financial Group Inc. 3.40% Add +2.4% 459,597 $172.5M
Envestnet Portfolio Solutions, Inc. 0.65% Reduce -17.6% 455,878 $171.1M
Hartford Investment Management Co. 5.92% Reduce -1.3% 453,599 $170.3M
Wealthspire Advisors, LLC 1.00% Add +93.2% 447,888 $168.1M
Pinnacle Associates Ltd. 2.46% Reduce -2.7% 447,853 $168.1M
Wilmington Savings Fund Society, FSB 3.11% Reduce -1.5% 443,566 $166.5M
Davis R M Inc. 3.32% Add +1.6% 441,328 $165.7M
Adams Diversified Equity Fund, Inc. 6.59% Reduce -1.2% 440,500 $165.4M
Stonegate Investment Group, LLC 4.42% Add +1.6% 439,449 $165.0M
Associated Banc-Corp 5.03% Add +7.3% 439,103 $164.8M
Orion Porfolio Solutions, LLC 1.60% Add +554.2% 435,876 $163.6M
Orion Portfolio Solutions, LLC 1.60% Add +554.2% 435,876 $163.6M
Dorsal Capital Management, LP 5.27% Reduce -12.1% 435,000 $163.3M
Delta Asset Management LLC 15.46% Reduce -2.0% 433,787 $162.8M
Bailard, Inc. 4.20% Add +1.9% 433,058 $162.6M
Perpetual Ltd 1.94% Reduce -34.7% 428,353 $160.8M
PGGM Investments 2.16% Reduce -0.7% 426,709 $160.2M
Americana Partners, LLC 6.16% Add +1.3% 422,124 $158.5M
OVERSEA-CHINESE BANKING Corp Ltd 4.64% Reduce -3.0% 420,623 $158.3M
Freestone Capital Holdings, LLC 5.91% Reduce -0.3% 420,777 $158.0M
Spear Holdings RSC Ltd 12.16% — 420,600 $157.9M
Atreides Management 5.73% Add +31.6% 420,136 $157.7M
Harvard Management Co. Inc. 13.98% Add +688.0% 420,000 $157.7M
Atria Investments, Inc 2.01% Reduce -3.1% 418,703 $157.2M
Prime Capital Investment Advisors, LLC 1.83% Add +23.4% 417,520 $156.7M
Scharf Investments, LLC 4.73% Reduce -1.9% 417,007 $156.5M
Maverick Capital 2.82% Reduce -33.3% 416,497 $156.3M
CW Advisors, LLC 1.86% Add +38.3% 411,872 $155.5M
Bokf, NA 2.73% Reduce -2.8% 411,620 $154.5M
Modera Wealth Management, LLC 2.07% Reduce -1.9% 408,014 $153.2M
AIA Group Ltd 3.75% Reduce -7.0% 406,461 $152.6M
Gulf International Bank (UK) Ltd 5.25% Reduce -26.5% 405,837 $152.3M
Staley Capital Advisers Inc. 6.88% Add +0.1% 404,610 $151.9M
Standard Investments LLC 9.23% Add +63.6% 404,000 $151.7M
Triple Frond Partners LLC 20.45% Add +44.7% 403,043 $151.3M
BNP Paribas 6.26% Add +3.7% 377,688 $151.0M
Nan Shan Life Insurance Co., Ltd. 3.54% Add +18.9% 399,929 $150.1M
Salem Investment Counselors Inc. 5.23% Reduce -0.9% 399,896 $150.1M
Samlyn Capital, LLC 2.48% Reduce -24.8% 398,939 $149.8M
Tokio Marine Asset Management Co. Ltd. 5.37% Add +3.4% 394,121 $147.9M
Securian Asset Management, Inc. 4.49% Reduce -1.4% 393,793 $147.8M
Railway Pension Investments Ltd 2.10% Reduce -6.8% 393,500 $147.7M
Douglas Lane & Associates, LLC 2.16% Add +0.3% 390,897 $146.7M
Bowie Capital Management, LLC 7.40% Add +17.5% 388,797 $146.0M
Cryder Capital Partners LLP 10.91% No change 388,432 $145.8M
Carnegie Investment Counsel 3.46% Add +41.1% 401,364 $145.8M
Nippon Life Global Investors Americas, Inc. 7.14% Reduce -0.4% 388,020 $145.7M
MassMutual Private Wealth & Trust, FSB 4.21% Add +2.7% 387,654 $145.5M
Mission Wealth Management, LP 3.64% Add +2.5% 385,923 $144.9M
Rwa Wealth Partners, LLC 1.82% Reduce -6.5% 384,448 $144.3M
Curi Capital, LLC 3.52% Add +4.6% 379,937 $142.6M
Florida Trust Wealth Management Co 4.59% Add +0.5% 376,706 $141.4M
James Hambro & Partners LLP 5.90% Add +3.2% 377,153 $141.4M
E Fund Management Co., Ltd. 6.71% Add +13.8% 373,874 $140.3M
Allworth Financial LP 0.78% Add +5.9% 358,572 $138.9M
Composition Wealth, LLC 2.78% Add +0.2% 369,773 $138.8M
Synovus Financial Corp. 1.78% Reduce -7.3% 365,275 $137.1M
Baron Capital (BAMCO) 0.40% Reduce -36.8% 364,015 $136.6M
Seilern Investment Management Ltd 8.93% Reduce -12.0% 363,755 $136.5M
Becker Capital Management Inc. 4.48% Reduce -0.4% 362,463 $136.1M
Kensico Capital Management Corp. 3.06% Reduce -26.2% 361,600 $135.7M
Tower Research Capital LLC (TRC) 4.03% Reduce -38.7% 347,973 $135.3M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 3.97% Add +24.9% 359,834 $135.1M
Adventist Health System Sunbelt Healthcare Corp. 5.35% New 359,000 $134.8M
Vinva Investment Management Ltd 5.31% Add +6.1% 352,702 $133.6M
Mirabella Financial Services LLP 5.66% Add +242.2% 353,968 $133.3M
Lockheed Martin Investment Management Co. 5.39% Reduce -24.6% 352,660 $132.4M
Stock Yards Bank & Trust Co. 4.68% Reduce -0.7% 349,860 $131.3M
Maryland State Retirement & Pension System 3.11% Reduce -13.3% 348,602 $130.9M
Renaissance Technologies 0.20% Add +14525.4% 348,522 $130.8M
DF Dent & Co. Inc. 1.74% Reduce -2.0% 347,687 $130.5M
New Mexico Educational Retirement Board 4.68% Reduce -1.9% 347,447 $130.4M
Kestra Private Wealth Services, LLC 2.16% Add +5.8% 344,667 $129.4M
Clarius Group, LLC 8.09% Add +9.6% 343,213 $128.8M
TCTC Holdings, LLC 4.52% Reduce -0.2% 342,084 $128.4M
Apollon Wealth Management, LLC 2.82% Add +19.6% 341,242 $128.1M
Stephens Inc. 1.87% Add +1.2% 339,917 $127.6M
AG2R La Mondiale Gestion D'actifs 6.90% — 276,405 $127.2M
Munro Partners 6.04% Reduce -7.8% 338,818 $127.2M
Elite Wealth Management, Inc. 36.57% Add +6.7% 338,701 $127.1M
Alberta Investment Management Corp 0.91% Add +46.8% 337,636 $126.7M
Harvest Fund Management Co., Ltd 6.28% Add +2.0% 337,824 $126.6M
Exchange Traded Concepts, LLC 2.24% Reduce -7.3% 334,137 $125.4M
Nearwater Capital Markets, Ltd 3.57% Add +45.1% 333,775 $125.3M
Zevenbergen Capital Investments LLC 3.03% Reduce -0.3% 330,432 $124.0M
Pensioenfonds Rail & Ov 8.58% Reduce -9.7% 329,960 $123.9M
Covea Finance 5.67% Reduce -1.4% 329,248 $123.6M
Greenleaf Trust 1.13% Add +1.1% 329,216 $123.6M
Bristlecone Advisors, LLC 10.07% Reduce -0.6% 328,304 $123.2M
J. L. Bainbridge & Co., Inc. 12.48% Add +0.4% 327,086 $122.8M
Segall Bryant & Hamill, LLC 1.88% Reduce -3.4% 326,290 $122.5M
Braun Stacey Associates Inc. 4.99% Reduce -0.9% 324,854 $121.9M
Chilton Capital Management LLC 5.27% Reduce -1.7% 324,330 $121.8M
Stratos Wealth Partners, LTD. 1.87% Reduce -6.3% 323,734 $121.5M
Independent Advisor Alliance 4.01% Reduce -0.8% 323,518 $121.4M
Focused Investors LLC 3.90% Reduce -2.4% 323,500 $121.4M
Atria Wealth Solutions, Inc. 1.46% Reduce -21.3% 322,488 $121.1M
Saratoga Research & Investment Management 6.36% Add +2.4% 321,058 $120.5M
Waverly Advisors, LLC 1.47% Add +53.6% 320,844 $120.4M
Cornerstone Advisors, LLC 5.15% No change 318,400 $119.5M
Hancock Whitney Corp. 3.89% Reduce -0.0% 317,702 $119.3M
McDaniel Terry & Co. 10.37% Add +0.0% 315,653 $118.5M
Third Point 1.89% Reduce -47.5% 315,000 $118.2M
Allianz SE 3.15% Reduce -7.3% 314,831 $118.2M
GW&K Investment Management, LLC 1.09% Reduce -0.1% 314,280 $118.0M
Mesirow Financial Investment Management, Inc. 2.28% Reduce -0.8% 313,580 $117.7M
SG Americas Securities, LLC 0.40% Reduce -46.2% 310,953 $116.7M
Clearstead Advisors, LLC 1.80% Add +2.6% 309,075 $116.0M
Choate Investment Advisors 2.88% Add +1.3% 308,893 $116.0M
Migdal Insurance & Financial Holdings Ltd. 1.63% Add +63.9% 308,479 $115.8M
Old National Bancorp 3.04% Reduce -4.1% 308,276 $115.7M
Formuepleje A/S 6.57% Add +2.3% 307,232 $115.3M
Clifford Swan Investment Counsel LLC 4.26% Add +1.5% 306,532 $115.1M
Capital International Ltd. 5.00% Reduce -0.5% 305,714 $114.8M
Wesbanco Bank Inc. 3.98% Add +1.8% 304,904 $114.5M
Heritage Investors Management Corp. 3.92% Add +0.4% 304,445 $114.3M
Tudor Investment Corporation 1.02% Add +33.0% 304,213 $114.2M
KCM Investment Advisors LLC 4.12% Reduce -1.9% 303,805 $114.0M
Fortis Capital Management LLC 21.99% Reduce -0.6% 301,259 $113.1M
Daymark Wealth Partners, LLC 4.86% Reduce -23.5% 301,181 $113.1M
Vaughan David Investments LLC 2.64% Reduce -0.2% 300,791 $112.9M
Benjamin Edwards Inc. 1.57% Reduce -5.8% 299,969 $112.6M
H&H International Investment 0.94% New 299,200 $112.3M
Choreo, LLC 1.74% Reduce -7.5% 298,662 $112.1M
Meeder Asset Management Inc. 7.53% Reduce -1.1% 297,062 $111.5M
Sit Investment Associates Inc. 2.61% Reduce -2.2% 296,785 $111.4M
DJE Kapital AG 3.28% Reduce -34.2% 299,780 $110.9M
Oak Ridge Investments LLC 9.18% Add +5.2% 293,887 $110.3M
Advisors Asset Management, Inc. 2.04% Add +1.2% 289,951 $108.8M
Mondrian Investment Partners LTD 1.86% Add +1.2% 289,503 $108.7M
Highland Capital Management, LLC 6.47% Add +0.4% 288,455 $108.3M
Mogy Joel R Investment Counsel Inc. 6.94% Reduce -2.0% 287,022 $107.7M
Harel Insurance Investments & Financial Services Ltd. 1.41% Add +5456.7% 286,614 $107.6M
Howland Capital Management LLC 4.79% Reduce -5.3% 286,079 $107.4M
Parallel Advisors, LLC 2.43% Add +51.2% 285,518 $107.2M
Cohen Klingenstein LLC 3.88% No change 285,500 $107.2M
Integrated Wealth Concepts LLC 1.25% Add +1.8% 284,425 $106.8M
Birch Hill Investment Advisors LLC 5.05% Add +1.8% 283,380 $106.4M
Oriental Harbor Investment Master Fund 12.25% Add +25.4% 283,274 $106.3M
Alpha Cubed Investments, LLC 4.72% Add +5.2% 281,944 $105.8M
Dana Investment Advisors, Inc. 3.79% Add +4.7% 281,828 $105.8M
Bollard Group LLC 2.77% Add +0.2% 281,035 $105.5M
Cat Rock Capital Management LP 13.95% Add +188.4% 280,089 $105.1M
Lombard Odier Asset Management (Switzerland) SA 6.04% Add +44.0% 280,052 $105.1M
Donaldson Capital Management, LLC 3.97% Add +1.3% 279,631 $105.0M
Chicago Capital, LLC 2.95% Reduce -3.3% 278,496 $104.5M
Baker Avenue Asset Management, LP 3.26% Add +3.4% 277,534 $104.2M
Shell Asset Management Co. 4.95% Reduce -3.7% 277,517 $104.2M
Profund Advisors LLC 4.50% Reduce -11.3% 275,771 $103.5M
Castleark Management LLC 3.59% Reduce -18.9% 275,602 $103.5M
NorthCrest Asset Manangement, LLC 3.12% Add +2.3% 275,383 $103.4M
Gradient Investments LLC 2.08% Add +14.9% 275,343 $103.4M
Livforsakringsbolaget Skandia, Omsesidigt 5.83% Reduce -0.5% 275,392 $103.2M
SouthState Bank Corp 4.71% Add +26.7% 274,143 $102.9M
Farmers & Merchants Investments Inc. 3.26% Reduce -1.0% 272,979 $102.5M
Motley Fool Asset Management LLC 5.73% Add +5.2% 272,410 $102.3M
Dixon Mitchell Investment Counsel Inc. 4.61% Add +33.9% 271,831 $102.1M
Wilkinson Global Asset Management LLC 6.37% Reduce -1.4% 271,516 $101.9M
Avenir Corp. 10.65% Reduce -1.2% 270,350 $101.5M
Argent Trust Co 4.16% Reduce -1.4% 269,948 $101.3M
Martin Currie Ltd. 4.08% Add +7.0% 269,822 $101.3M
Noked Israel Ltd 23.11% Reduce -3.2% 268,600 $100.8M
Tairen Capital Ltd 6.66% Add +100.1% 268,297 $100.7M
Wesleyan Assurance Society 7.36% Add +5.3% 264,251 $99.1M
Meiji Yasuda Asset Management Co Ltd. 3.99% Reduce -3.4% 263,665 $99.0M
Guyasuta Investment Advisors Inc. 6.47% Reduce -3.2% 263,474 $98.9M
Banque Cantonale Vaudoise 4.32% — 261,517 $98.2M
PointState Capital LP 2.17% Reduce -25.8% 261,139 $98.0M
Voloridge Investment Management, LLC 0.36% Reduce -33.0% 260,700 $97.9M
OneDigital Investment Advisors LLC 1.16% Add +1.1% 260,212 $97.7M
Northeast Investment Management 4.55% Reduce -0.5% 259,915 $97.6M
Park National Corp. 3.58% Reduce -1.4% 259,590 $97.4M
Hantz Financial Services, Inc. 1.70% Reduce -2.4% 257,589 $96.7M
Ami Asset Management Corp. 5.64% Reduce -4.0% 256,563 $96.3M
Davis Selected Advisers 0.56% Add +0.6% 256,523 $96.3M
Empire Life Investments Inc. 6.25% Reduce -1.4% 255,762 $96.0M
Maple Capital Management, Inc. 7.39% Add +0.4% 254,685 $95.6M
Roffman Miller Associates Inc. 6.00% Add +2.3% 253,408 $95.1M
Caledonia Investments PLC 11.04% No change 253,317 $95.0M
Systematic Alpha Investments, LLC 3.61% No change 251,402 $94.4M
Merit Financial Group, LLC 1.41% Add +13.3% 250,768 $94.1M
Empirical Finance, LLC 5.68% Reduce -3.4% 250,439 $94.0M
Advisory Services Network, LLC 1.81% Reduce -5.3% 250,367 $94.0M
Nwam LLC 8.05% Reduce -2.3% 249,435 $93.6M
Cypress Funds LLC 13.00% No change 249,049 $93.5M
First Citizens Bank & Trust Co. 2.36% Add +1.7% 247,070 $92.7M
Parthenon LLC 11.39% Add +0.1% 246,832 $92.7M
Signature Estate & Investment Advisors LLC 2.44% Add +53.1% 246,637 $92.6M
Ostrum Asset Management 4.86% Add +210.8% 246,172 $92.4M
Marex Group Ltd 1.77% Add +66.4% 245,979 $92.3M
Ancora Advisors LLC 2.05% Add +1.1% 244,773 $91.9M
Tandem Investment Advisors, Inc. 3.20% Add +22.0% 244,294 $91.7M
Avalon Trust Co 7.28% Add +1.0% 243,886 $91.6M
Allstate Corp. 2.68% Add +15.7% 242,507 $91.0M
Klingenstein Fields & Co. LP 3.86% Add +0.0% 242,140 $90.9M
CENTRAL TRUST Co 2.23% Reduce -2.0% 241,982 $90.8M
Jia Investment Alliance Pte. LTD. 9.57% No change 240,900 $90.4M
Sather Financial Group Inc 5.87% Reduce -4.5% 239,488 $89.9M
Stack Financial Management, Inc 7.48% Reduce -0.9% 239,362 $89.9M
Bowen Hanes & Co. Inc. 2.50% Reduce -0.4% 239,345 $89.8M
Gotham Asset Management 0.75% Add +5.7% 238,926 $89.7M
Meiji Yasuda Life Insurance Co 1.79% Add +7.3% 238,884 $89.7M
Caprock Group, LLC 2.72% Add +4.1% 237,574 $89.2M
Community Trust & Investment Co. 5.70% Add +0.8% 237,568 $89.2M
Trajan Wealth LLC 4.87% Add +7.7% 237,549 $89.2M
Mutual Advisors, LLC 2.55% Add +8.8% 227,547 $89.2M
Calamos Wealth Management LLC 4.50% Add +5.8% 237,203 $89.0M
Grandfield & Dodd, LLC 5.52% Reduce -0.3% 236,998 $89.0M
Homestead Advisers Corp 2.18% No change 236,787 $88.9M
Northwestern Mutual Investment Management Company, LLC 1.41% Add +0.2% 236,438 $88.8M
Prospera Financial Services Inc 2.04% Add +6.8% 235,856 $88.6M
Chesley Taft & Associates LLC 4.26% Reduce -1.2% 234,888 $88.2M
Marathon Asset Management Ltd 2.67% Reduce -1.9% 232,793 $87.4M
Westpac Banking Corp. 6.42% Reduce -6.7% 232,323 $87.2M
Savant Capital, LLC 0.73% Reduce -14.4% 230,223 $86.4M
Rockland Trust Co. 4.34% Add +2.1% 229,957 $86.3M
Siemens Fonds Invest GmbH 5.92% Add +6.0% 229,007 $86.0M
F/m Investments LLC 3.41% Reduce -4.9% 227,893 $85.5M
First National Trust Co 3.44% Reduce -4.2% 227,254 $85.3M
Vestcor Inc 2.87% Add +2.9% 227,099 $85.3M
Evergreen Capital Management LLC 2.86% Reduce -0.1% 226,692 $85.1M
Franklin Street Advisors Inc. 6.00% Reduce -2.2% 226,407 $85.0M
Sander Capital Advisors Inc. 44.68% Reduce -1.5% 226,250 $84.9M
Trust Co. of Vermont 4.24% Add +0.8% 226,046 $84.9M
Insight Holdings Group, LLC 6.56% Reduce -0.3% 225,730 $84.7M
Ameritas Investment Partners, Inc. 2.91% Add +1.4% 225,240 $84.6M
Norris Perne & French LLP 6.38% Reduce -0.3% 225,110 $84.5M
Bristol Gate Capital Partners Inc. 4.12% Reduce -0.3% 224,519 $84.3M
Avala Global LP 5.74% Add +90.9% 224,097 $84.1M
Cullen Capital Management, LLC 0.97% Reduce -4.4% 224,053 $84.1M
Investment House LLC 4.78% Reduce -1.6% 223,533 $83.9M
Diversified Trust Co. 2.07% Add +0.6% 223,168 $83.8M
Ycg, LLC 6.55% Reduce -2.7% 222,809 $83.6M
B. Riley Wealth Advisors, Inc. 2.54% Add +5.6% 222,644 $83.6M
Triglav Investments, D.O.O. 6.98% Add +4.5% 222,453 $83.5M
Concurrent Investment Advisors, LLC 2.02% Add +18.1% 221,329 $83.1M
Venture Visionary Partners LLC 3.48% Add +2.8% 221,107 $83.0M
Smith Salley Wealth Management 5.44% Add +0.9% 221,048 $83.0M
Davidson Kempner Capital Management LP 1.60% Add +51.1% 220,467 $82.8M
Berkshire Asset Management LLC 3.96% Add +1.9% 188,834 $82.7M
Dakota Wealth Management 1.93% Reduce -18.2% 220,064 $82.6M
Pamplona Capital Management, LLC 13.04% No change 220,062 $82.6M
Wedbush Securities Inc. 3.01% Add +1.1% 218,547 $82.0M
Sycomore Asset Management 11.62% No change 189,860 $81.9M
Bleakley Financial Group, LLC 2.63% Reduce -1.6% 218,124 $81.9M
BDF-Gestion 8.88% No change 216,889 $81.4M
Kentucky Retirement Systems Insurance Trust Fund 5.82% Reduce -19.6% 216,358 $81.2M
Waters Parkerson & Co., LLC 4.33% Reduce -0.4% 215,973 $81.1M
Azimuth Capital Investment Management LLC 3.23% Reduce -0.7% 215,785 $81.0M
Edgemoor Investment Advisors, Inc. 7.50% Reduce -0.1% 215,642 $81.0M
Davidson Investment Advisors 3.99% Add +0.9% 215,516 $80.9M
Kingsview Wealth Management, LLC 1.52% Add +1.2% 215,087 $80.7M
Howard Capital Management, LLC 2.03% Reduce -10.4% 214,909 $80.7M
Equitable Holdings, Inc. 0.77% Add +9.9% 214,791 $80.6M
Snowden Capital Advisors LLC 2.60% Add +3.6% 214,497 $80.5M
Signaturefd, LLC 1.52% Add +4.7% 213,981 $80.3M
Private Wealth Partners, LLC 6.66% Reduce -4.9% 213,930 $80.3M
Mill Capital Management, LLC 6.40% Reduce -2.2% 212,644 $79.8M
OAKMONT Corp 15.75% Reduce -12.8% 212,594 $79.8M
Obermeyer Wealth Partners 4.26% Reduce -1.5% 212,557 $79.8M
Empowered Funds, LLC 1.13% Add +11.1% 212,376 $79.7M
Moors & Cabot, Inc. 4.02% Reduce -5.2% 211,267 $79.3M
Generate Investment Management Ltd 5.55% Add +7.5% 210,798 $79.1M
NBT Bank, N.A. 5.71% Reduce -1.5% 210,643 $79.1M
Fernbridge Capital Management LP 4.38% Add +35.6% 210,485 $79.0M
WASHINGTON TRUST Co 3.02% Reduce -0.9% 210,201 $78.9M
Eisler Capital Management Ltd. 2.36% Add +2023.4% 210,302 $78.9M
Voleon Capital Management LP 6.14% Add +19.1% 209,039 $78.5M
Kanawha Capital Management LLC 6.09% Reduce -0.0% 208,982 $78.4M
Ingalls & Snyder LLC 2.59% Reduce -2.6% 208,385 $78.2M
Brookstone Capital Management 1.12% Add +0.2% 207,623 $77.9M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.36% Add +20.3% 207,496 $77.9M
Mar Vista Investment Partners LLC 6.39% Reduce -5.1% 207,187 $77.8M
Talbot Financial, LLC 9.74% Reduce -0.3% 207,167 $77.8M
Aureus Asset Management, LLC 5.43% Reduce -0.6% 206,391 $77.5M
Smith Chas P & Associates Pa Cpas 4.50% Add +0.1% 206,194 $77.4M
Welch Group, LLC 3.40% Add +1.3% 203,897 $77.2M
Harvest Portfolios Group Inc. 2.28% Add +29.9% 205,207 $77.0M
SBI Securities Co., Ltd. 2.57% Reduce -8.7% 205,106 $77.0M
HighPoint Advisor Group LLC 4.46% Add +0.9% 194,619 $76.7M
Osterweis Capital Management Inc. 5.17% Reduce -5.1% 204,234 $76.7M
Axxcess Wealth Management, LLC 2.09% Add +1.8% 203,863 $76.5M
RDST Capital LLC 10.88% Add +21.9% 203,845 $76.5M
ZWJ Investment Counsel Inc. 3.11% Add +0.4% 203,428 $76.4M
Capital Investment Advisors, LLC 1.49% Add +4.7% 202,810 $76.1M
Valeo Financial Advisors, LLC 2.11% Add +1.3% 273,939 $75.6M
Sandy Spring Bank 3.17% Reduce -3.6% 200,569 $75.3M
Paralel Advisors LLC 3.12% No change 200,000 $75.1M
Baldwin Wealth Partners LLC 5.27% Add +1.1% 199,953 $75.1M
First American Bank 5.53% Reduce -0.4% 199,165 $74.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.93% Add +3.9% 198,941 $74.7M
RiverFront Investment Group, LLC 1.66% Add +10.0% 198,722 $74.6M
Ironvine Capital Partners, LLC 8.07% Reduce -1.1% 197,893 $74.3M
CWA Asset Management Group, LLC 3.56% Add +2.4% 197,516 $74.1M
Cary Street Partners Financial LLC 2.33% Add +4.6% 197,007 $74.0M
Woodley Farra Manion Portfolio Management Inc. 3.67% Add +0.2% 196,783 $73.9M
FineMark National Bank & Trust 2.69% Add +0.1% 196,197 $73.7M
GAM Holding AG 5.69% Add +5.8% 195,364 $73.3M
Parsons Capital Management Inc. 4.00% Reduce -0.7% 195,067 $73.2M
Exencial Wealth Advisors, LLC 2.71% Reduce -0.5% 194,196 $72.9M
Dearborn Partners LLC 3.50% Reduce -9.5% 194,144 $72.9M
Reynders McVeigh Capital Management, LLC 4.06% Add +1.1% 193,537 $72.7M
Howard Capital Management Group, LLC 5.65% Reduce -0.6% 193,216 $72.5M
Pacific Sage Partners, LLC 16.32% Reduce -1.5% 193,092 $72.5M
Wahed Invest LLC 12.52% Add +2.4% 192,790 $72.4M
Aviso Financial Inc. 3.56% Add +6.5% 192,183 $72.1M
W1M Asset Management Ltd 6.16% Add +9.9% 191,321 $71.8M
Picton Mahoney Asset Management 2.46% Add +10.5% 190,483 $71.5M
Vancity Investment Management Ltd 9.70% — 188,514 $70.8M
World Investment Advisors 1.84% Add +4.6% 188,169 $70.6M
Hardman Johnston Global Advisors LLC 3.37% Reduce -1.9% 188,075 $70.6M
J.W. Cole Advisors, Inc. 2.19% Add +61.6% 188,065 $70.6M
Sienna Gestion 5.71% Reduce -10.7% 193,366 $70.6M
GFI Investment Counsel Ltd. 8.18% Add +0.0% 187,447 $70.4M
New Age Alpha Advisors, LLC 3.15% Add +38.9% 187,160 $70.3M
Henshaw Capital LLC 3.09% No change 186,668 $70.1M
Dundas Partners LLP 5.15% No change 186,468 $70.0M
Taurus Asset Management, LLC 7.09% Add +1.8% 186,286 $69.9M
Ballentine Partners, LLC 1.21% Reduce -0.0% 186,266 $69.9M
Gladstone Capital Management LLP 7.20% Reduce -23.9% 186,191 $69.9M
Moody LYNN Lieberson & Walker, LLC 4.48% Reduce -3.2% 185,841 $69.8M
Campbell Newman Asset Management Inc. 5.92% Reduce -3.7% 185,745 $69.7M
Cornerstone Investment Partners, LLC 3.37% Add +12.6% 185,581 $69.7M
Nichols & Pratt Advisers LLP 4.75% Add +0.5% 184,761 $69.5M
Violich Capital Management, Inc. 9.38% Add +0.3% 185,155 $69.5M
Dorsey & Whitney Trust CO LLC 4.02% Add +4.6% 184,969 $69.4M
Thomasville National Bank 5.07% Add +1.9% 184,599 $69.3M
Ninety One North America, Inc. 4.66% Reduce -7.9% 184,550 $69.3M
Spire Wealth Management 2.20% Add +5.6% 183,077 $68.7M
Logan Capital Management Inc. 3.12% Reduce -1.3% 183,067 $68.7M
Criteria Caixa, S.A.U. 10.08% Add +200.8% 183,000 $68.7M
Kintegral Advisory, LLC 6.91% Reduce -0.3% 182,678 $68.6M
Elequin Capital, LP 17.98% Add +10.0% 181,552 $68.2M
Baader Bank Aktiengesellschaft 6.88% Reduce -1.4% 182,520 $68.1M
Soltis Investment Advisors LLC 6.08% Add +10.3% 181,230 $68.0M
Meritage Portfolio Management 4.51% Reduce -2.2% 181,058 $68.0M
Montanova Capital, LLC 2.74% Add +52.1% 180,125 $67.6M
General American Investors Co. Inc. 5.02% No change 180,000 $67.6M
Fulton Breakefield Broenniman LLC 4.87% Reduce -5.6% 179,556 $67.4M
JBF Capital, Inc. 12.93% No change 179,000 $67.2M
MMBG Investment Advisors Co. 7.59% Add +2.6% 178,909 $67.2M
Andra AP-fonden 1.10% Add +4.5% 178,886 $67.2M
Synergy Asset Management, LLC 8.43% Reduce -32.4% 178,107 $66.9M
Suncoast Equity Management 7.55% Add +1.3% 177,974 $66.8M
National Mutual Insurance Federation of Agricultural Cooperatives 0.60% No change 177,900 $66.8M
LVM Capital Management Ltd. 7.43% Reduce -0.2% 177,865 $66.8M
Alta Capital Management LLC/ 4.33% Add +1.1% 177,814 $66.7M
Fifth Third Wealth Advisors LLC 3.44% Add +14.1% 176,729 $66.3M
Cullinan Associates Inc. 4.67% Add +0.5% 176,015 $66.1M
Perigon Wealth Management, LLC 1.70% Reduce -2.6% 175,856 $66.0M
Cumberland Partners Ltd 5.07% Reduce -2.8% 175,267 $65.8M
Senator Investment Group LP 3.49% Add +12.9% 175,000 $65.7M
LMCG Investments, LLC 4.35% Reduce -10.5% 174,436 $65.5M
Asset Advisors Investment Management, LLC 6.88% Reduce -3.3% 174,392 $65.5M
Bryn Mawr Trust Advisors, LLC 3.92% Reduce -5.0% 174,183 $65.4M
United Services Automobile Association 2.01% Add +0.2% 172,255 $65.3M
Corvex Management LP 2.53% No change 173,661 $65.2M
Beacon Investment Advisory Services, Inc. 3.05% Reduce -1.1% 173,594 $65.2M
Neville Rodie & Shaw Inc. 5.10% Add +0.3% 173,485 $65.1M
Gilder Gagnon Howe & Co. LLC 0.85% Reduce -27.8% 173,029 $65.0M
Sabal Trust CO 3.60% Reduce -1.0% 172,946 $64.9M
TRB Advisors LP 30.24% No change 170,000 $63.8M
Principal Securities, Inc. 1.43% Add +0.4% 151,078 $63.7M
Verus Capital Partners, LLC 6.35% Reduce -0.1% 169,065 $63.5M
SteelPeak Wealth, LLC 2.70% Add +20.1% 168,994 $63.4M
Quadrant Capital Group LLC 2.35% Add +92.3% 168,421 $63.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.95% Reduce -0.1% 168,336 $63.2M
Provident Investment Management, Inc. 5.95% Add +0.5% 168,303 $63.2M
Eagle Global Advisors LLC 2.60% Reduce -0.4% 168,253 $63.2M
Bragg Financial Advisors, Inc 2.59% Add +0.1% 167,603 $62.9M
Confluence Investment Management LLC 0.91% Reduce -46.9% 167,479 $62.9M
Moneta Group Investment Advisors LLC 0.86% Add +2.6% 166,813 $62.6M
UNIVEST FINANCIAL Corp 4.08% Add +4.0% 166,497 $62.5M
Great Valley Advisor Group, Inc. 1.34% Reduce -5.4% 166,266 $62.4M
Sumitomo Life Insurance Co. 2.23% Add +2.5% 165,764 $62.2M
Summit Financial, LLC 1.74% Add +27.0% 165,602 $62.2M
Fairview Capital Investment Management, LLC 3.28% Add +0.7% 164,941 $61.9M
NZS Capital, LLC 2.79% Reduce -31.9% 164,906 $61.9M
Compass Capital Management, Inc. 4.06% Add +1.3% 164,493 $61.7M
China Universal Asset Management Co., Ltd. 5.73% Add +11.8% 164,088 $61.6M
Cyndeo Wealth Partners, LLC 4.04% Add +11.1% 163,885 $61.5M
Heritage Wealth Advisors 3.11% Reduce -0.6% 163,713 $61.5M
Freestone Grove Partners LP 0.63% Add +27.8% 163,367 $61.3M
Fullerton Fund Management Co Ltd. 3.92% Reduce -65.0% 162,727 $61.1M
Madison Asset Management, LLC 0.68% Add +10.0% 162,642 $61.1M
Estabrook Capital Management 9.89% Reduce -2.7% 162,606 $61.0M
S&co Inc. 4.08% Add +2.0% 162,012 $60.8M
Woodstock Corp. 5.99% Reduce -1.0% 161,601 $60.7M
Grassi Investment Management 5.61% Reduce -0.1% 161,492 $60.6M
Foundations Investment Advisors, LLC 1.12% Reduce -5.6% 161,344 $60.6M
Meridian Wealth Management, LLC 2.94% Reduce -7.2% 161,314 $60.6M
Knights of Columbus Asset Advisors LLC 4.17% Add +12.3% 161,269 $60.5M
Petrus Trust Company, LTA 5.65% Add +17.8% 161,134 $60.5M
Mirae Asset Securities (usa) Inc. 2.60% Reduce -58.0% 161,034 $60.5M
Aquatic Capital Management LLC 1.54% New 160,832 $60.4M
Narwhal Capital Management 5.38% Add +1.7% 160,705 $60.3M
First Horizon Advisors, Inc. 1.69% Reduce -0.8% 160,181 $60.1M
First Long Island Investors, LLC 4.95% Reduce -6.9% 160,179 $60.1M
LGT Fund Management Co Ltd. 5.43% Add +2.9% 159,885 $60.0M
Patten & Patten Inc. 4.01% Add +0.4% 159,708 $60.0M
Granite Investment Partners, LLC 3.04% Reduce -6.9% 159,588 $59.9M
Nixon Peabody Trust Co. 5.08% Reduce -0.4% 159,355 $59.8M
Plato Investment Management Ltd 5.03% Reduce -9.0% 157,386 $59.7M
Select Equity Group, L.P. 0.27% Reduce -10.7% 158,907 $59.7M
Independent Financial Group, LLC 2.05% Reduce -0.7% 158,836 $59.6M
First National Bank of Omaha 4.07% Reduce -5.4% 158,408 $59.5M
Forbes J M & Co. LLP 5.74% Add +2.0% 157,939 $59.3M
Clal Insurance Enterprises Holdings Ltd 0.61% Reduce -75.0% 157,617 $59.2M
Vest Financial, LLC 0.92% Add +39.2% 157,234 $59.0M
Tower Bridge Advisors 6.68% Reduce -2.6% 156,589 $58.8M
North Star Asset Management Inc. 2.68% Add +0.8% 156,258 $58.7M
FUKOKU MUTUAL LIFE INSURANCE Co 4.34% Reduce -1.1% 156,214 $58.6M
Boston Common Asset Management, LLC 1.78% Add +9.2% 155,868 $58.5M
Nicholas Hoffman & Company, LLC. 2.22% Reduce -0.4% 155,478 $58.4M
Wedge Capital Management L L P 1.13% Reduce -1.8% 155,298 $58.3M
Ritholtz Wealth Management 1.74% Add +1.8% 154,742 $58.1M
HS Management Partners, LLC 4.70% Add +6.7% 154,718 $58.1M
Adell Harriman & Carpenter Inc. 4.37% Add +0.5% 154,457 $58.0M
Bard Financial Services, Inc. 7.08% Reduce -1.6% 154,284 $57.9M
Sowell Financial Services LLC 2.62% Reduce -1.6% 153,594 $57.7M
Pallas Capital Advisors LLC 2.39% Add +1.4% 153,358 $57.6M
BLB&B Advisors, LLC 2.92% Reduce -3.3% 152,764 $57.3M
Unigestion Holding SA 3.36% Reduce -3.0% 152,502 $57.2M
Trust Co. of Toledo NA 7.56% Add +0.6% 152,144 $57.1M
Marble Harbor Investment Counsel, LLC 6.43% Reduce -3.1% 152,136 $57.1M
Act Two Investors LLC 12.07% Add +2.1% 151,766 $57.0M
Sigma Planning Corp 1.82% Add +1.6% 151,701 $56.9M
Fort Sheridan Advisors LLC 8.64% Reduce -4.5% 151,681 $56.9M
Dynamic Advisor Solutions LLC 1.88% Reduce -0.2% 151,671 $56.9M
YHB Investment Advisors, Inc. 4.76% Add +0.1% 151,647 $56.9M
Fishman Jay A Ltd. 6.21% Reduce -3.5% 151,407 $56.8M
Nellore Capital Management LLC 7.72% Add +2.0% 151,200 $56.8M
Transform Wealth, LLC 3.43% Reduce -0.2% 150,910 $56.6M
M & L Capital Management Ltd 16.88% No change 150,200 $56.4M
Mizuho Markets Americas LLC 1.22% Add +1.7% 150,000 $56.3M
Summitry LLC 2.84% Add +5.6% 149,354 $56.1M
Cidel Asset Management Inc. 3.66% Reduce -6.0% 149,050 $56.0M
Level Four Advisory Services, LLC 2.30% Add +4.9% 148,955 $55.9M
Dupont Capital Management Corp. 6.18% Add +4.9% 148,681 $55.8M
Brevan Howard Capital Management LP 1.59% Add +151.3% 148,609 $55.8M
Meeder Advisory Services, Inc. 3.34% Add +0.7% 148,517 $55.8M
Farther Finance Advisors, LLC 1.42% Add +22.6% 145,618 $55.7M
Hollencrest Capital Management 2.44% Reduce -1.0% 147,989 $55.6M
Jain Global LLC 1.15% New 147,846 $55.5M
Baskin Financial Services Inc. 4.50% Reduce -0.2% 147,562 $55.4M
Waycross Partners, LLC 6.15% Add +21.9% 146,143 $54.9M
Smith Group Asset Management, LLC 4.11% Add +3.7% 146,131 $54.9M
Palestra Capital Management LLC 2.21% Reduce -51.1% 146,047 $54.8M
Hotchkis & Wiley Capital Management LLC 0.18% Add +87.6% 145,565 $54.6M
Modern Wealth Management, LLC 1.74% Add +39.3% 144,852 $54.4M
FRG Family Wealth Advisors LLC 10.49% Reduce -0.9% 144,683 $54.3M
Montag A & Associates Inc. 2.71% Reduce -0.5% 144,017 $54.1M
Academy Capital Management 9.33% Reduce -4.0% 143,983 $54.0M
Ulysses Management LLC 13.64% Reduce -11.7% 143,774 $54.0M
Colonial Trust Advisors 4.80% Add +0.6% 143,662 $53.9M
Destination Wealth Management 1.70% Add +2.1% 143,533 $53.9M
Matrix Asset Advisors Inc. 5.93% Add +1.4% 143,085 $53.7M
Bedrijfstakpensioenfonds Voor DE Media Pno 7.60% No change 153,700 $53.4M
Osborne Partners Capital Management, LLC 3.08% Reduce -3.1% 142,281 $53.4M
V-Square Quantitative Management LLC 7.79% Add +4.5% 142,196 $53.4M
Northeast Financial Consultants Inc 2.37% Reduce -0.3% 142,174 $53.4M
Hemenway Trust Co LLC 4.34% Add +3.2% 141,888 $53.3M
Oak Associates Ltd. 3.99% Add +1.9% 141,578 $53.1M
NorthRock Partners, LLC 1.77% Reduce -0.4% 140,116 $52.6M
Bellevue Asset Management, LLC 28.60% Reduce -1.5% 139,644 $52.4M
HUB Investment Partners, LLC 2.10% Add +29.1% 138,900 $52.1M
Boston Family Office LLC 3.68% Add +2.3% 138,391 $52.0M
Albion Financial Group 3.67% Add +0.6% 138,381 $51.9M
Roundview Capital LLC 3.74% Reduce -3.8% 138,069 $51.8M
Guardian Capital LP 2.04% Add +0.1% 138,053 $51.8M
S-Bank Fund Management Ltd 9.74% — 137,739 $51.7M
Levin Capital Strategies, L.P. 5.48% Reduce -2.2% 137,594 $51.7M
Procyon Advisors, LLC 3.14% Add +11.7% 137,390 $51.6M
Palisade Asset Management, LLC 5.29% Reduce -3.6% 137,128 $51.5M
Philadelphia Trust Co. 4.40% Reduce -6.6% 136,981 $51.4M
Himension Capital (singapore) Pte. LTD. 4.39% Reduce -29.7% 136,859 $51.4M
Gerber Kawasaki Wealth & Investment Management 2.31% Add +0.1% 136,773 $51.3M
First American Trust, FSB 4.71% Add +47.1% 136,304 $51.2M
Cadence Bank 3.66% Add +0.8% 136,295 $51.2M
Alps Advisors Inc. 0.30% Add +2.3% 136,103 $51.1M
Baxter Bros Inc. 6.72% Reduce -1.5% 135,991 $51.0M
Praxis Investment Management Inc. 3.47% No change 135,978 $51.0M
Junto Capital Management LP 1.17% Add +7.2% 135,971 $51.0M
Private Advisory Group LLC 5.82% Add +5.4% 135,863 $51.0M
DDD Partners, LLC 6.19% Reduce -0.2% 135,778 $51.0M
True Blue (BVI) Ltd 37.20% No change 135,620 $50.9M
Lowe Brockenbrough & Co. Inc. 3.35% Reduce -2.8% 135,539 $50.9M
Vestor Capital, LLC 4.18% Reduce -30.5% 135,289 $50.8M
Wendell David Associates Inc. 5.06% Reduce -2.7% 135,036 $50.7M
Atlantic Union Bankshares Corp 3.06% Reduce -1.4% 134,952 $50.7M
Tran Capital Management, L.P. 6.80% Reduce -7.3% 134,639 $50.5M
Weitz Investment Management, Inc. 2.68% Add +193.3% 134,475 $50.5M
Beese Fulmer Investment Management, Inc. 4.34% Add +1.6% 134,422 $50.5M
Jackson Wealth Management, LLC 6.12% Reduce -0.5% 134,267 $50.4M
Focus Partners Advisor Solutions, LLC 0.77% Add +1.9% 134,207 $50.4M
Richard Bernstein Advisors LLC 1.21% Reduce -4.9% 133,755 $50.2M
Beaumont Financial Advisors, LLC 3.93% Reduce -0.3% 133,647 $50.2M
Main Street Research LLC 3.28% Add +3.0% 133,621 $50.2M
Penobscot Investment Management Company, Inc. 4.71% Reduce -0.2% 133,422 $50.1M
Stonebridge Capital Advisors LLC 4.05% Add +3.6% 132,358 $49.7M
U.S. Capital Wealth Advisors, LLC 1.53% Add +7.7% 132,228 $49.6M
Caisse Des Depots Et Consignations 2.39% No change 132,213 $49.6M
Burns J W & Co. Inc. 6.43% Reduce -0.7% 132,081 $49.6M
Ashton Thomas Private Wealth, LLC 1.90% Add +1.0% 132,052 $49.6M
Armistice Capital, LLC 1.32% Add +37.5% 132,000 $49.6M
Sonora Investment Management Group, LLC 3.97% Add +0.0% 131,869 $49.5M
Arkadios Wealth Advisors 1.87% Add +48.5% 131,828 $49.5M
Thoroughbred Financial Services, LLC 3.08% Add +1.1% 131,651 $49.4M
Mufg Securities Americas Inc. 5.74% Add +19.9% 131,593 $49.4M
Financial Engines Advisors L.L.C. 0.11% Reduce -0.2% 131,586 $49.4M
Night Owl Capital Management, LLC 6.16% Add +3.6% 131,323 $49.3M
Twin Capital Management Inc. 5.73% Reduce -0.8% 130,845 $49.1M
Hilltop Holdings Inc. 3.08% Add +3.6% 129,867 $48.8M
Yarbrough Capital, LLC 2.09% No change 129,794 $48.7M
Mgo One Seven LLC 1.89% Add +0.1% 129,669 $48.7M
Chicago Partners Investment Group LLC 1.62% Add +6.8% 112,248 $48.6M
Equitable Trust Co. 2.69% Add +0.1% 129,538 $48.6M
Grace & Mercy Foundation, Inc. 12.10% No change 129,230 $48.5M
Sawgrass Asset Management LLC 5.94% Reduce -5.1% 129,081 $48.5M
Morningstar Investment Management LLC 4.10% Add +3.9% 128,299 $48.2M
Martingale Asset Management L P 1.22% Reduce -0.8% 127,828 $48.0M
Dnca Finance 4.11% Reduce -9.7% 127,226 $47.8M
Frank, Rimerman Advisors LLC 3.78% Add +5.4% 126,907 $47.6M
Van Cleef Asset Management,Inc 5.37% Reduce -1.4% 126,561 $47.5M
KMG Fiduciary Partners, LLC 3.95% Add +3.1% 126,524 $47.5M
Avity Investment Management Inc. 3.84% Reduce -1.0% 126,495 $47.5M
IHT Wealth Management, LLC 1.48% Add +4.4% 126,183 $47.4M
Baltimore-Washington Financial Advisors, Inc. 2.55% Add +1.6% 126,174 $47.4M
Bank of Hawaii 2.72% Reduce -2.8% 126,173 $47.4M
Petredis Investment Advisors LLC 4.92% Add +1.2% 125,372 $47.1M
Cobblestone Capital Advisors LLC 2.56% Add +0.3% 124,708 $46.8M
Callahan Advisors, LLC 4.46% Add +1.4% 124,702 $46.8M
Robertson Stephens Wealth Management, LLC 1.75% Reduce -1.9% 124,700 $46.8M
TD Private Client Wealth LLC 1.29% Add +5.0% 124,650 $46.8M
Kimelman & Baird, LLC 3.97% Add +0.2% 124,473 $46.7M
GAMMA Investing LLC 3.50% Add +7.6% 124,391 $46.7M
Pittenger & Anderson Inc. 1.71% Reduce -0.3% 123,978 $46.5M
RPG Investment Advisory, LLC 3.33% Add +101.4% 123,965 $46.5M
Ariel Investments 0.55% Reduce -3.1% 123,894 $46.5M
PFG Investments, LLC 2.98% Reduce -1.6% 123,810 $46.5M
Burney Co./ 1.69% Reduce -3.7% 123,781 $46.5M
Founders Capital Management, LLC 8.60% Reduce -0.4% 123,341 $46.3M
CreativeOne Wealth, LLC 1.38% Add +6.2% 122,793 $46.1M
Callan Family Office, LLC 3.45% Reduce -28.6% 122,389 $45.9M
Appleton Partners Inc. 3.55% Add +2.3% 122,316 $45.9M
Longbow Finance SA 5.49% Reduce -20.5% 121,997 $45.8M
GW Henssler & Associates Ltd. 2.62% Add +6.0% 121,506 $45.6M
Tompkins Financial Corp. 4.36% Add +0.2% 121,329 $45.5M
Amica Mutual Insurance Co. 5.01% Reduce -7.0% 121,319 $45.5M
Coerente Capital Management 8.84% Add +0.9% 120,936 $45.4M
Ledyard National Bank 4.49% Reduce -3.7% 120,897 $45.4M
Chescapmanager LLC 9.45% Add +6.6% 120,892 $45.4M
L. Roy Papp & Associates, LLP 5.55% Reduce -0.9% 120,605 $45.3M
Novare Capital Management LLC 3.95% Add +0.6% 120,349 $45.2M
Capital Analysts, LLC 1.68% Add +3.9% 120,108 $45.1M
Greenbrier Partners Capital Management, LLC 3.52% No change 119,843 $45.0M
Carret Asset Management, LLC 5.07% Add +1.2% 119,440 $44.8M
C Partners Holding GmbH 11.65% Add +10.2% 118,883 $44.6M
TCV Trust & Wealth Management, Inc. 4.13% Reduce -2.4% 118,650 $44.5M
United American Securities Inc. (d/b/a UAS Asset Management) 10.68% Reduce -1.5% 118,324 $44.4M
Auxano Advisors, LLC 11.77% Add +1.7% 118,285 $44.4M
Matthew Goff Investment Advisor, LLC 8.16% Reduce -0.3% 117,898 $44.3M
Ascent Group, LLC 1.90% Add +23.9% 117,788 $44.2M
Fulton Bank, N.A. 1.78% Reduce -0.1% 117,313 $44.0M
GAMCO Investors 0.48% Reduce -7.6% 116,893 $43.9M
Evoke Wealth, LLC 1.14% Add +8.4% 116,714 $43.8M
Strategy Capital LLC 4.08% Reduce -4.5% 116,043 $43.6M
NJ State Employees Deferred Compensation Plan 5.55% Reduce -2.2% 115,300 $43.3M
Capital Investment Services of America, Inc. 4.38% Add +0.9% 115,204 $43.2M
Kiley Juergens Wealth Management, LLC 11.48% Reduce -0.0% 114,669 $43.0M
KADENSA CAPITAL Ltd 5.33% Add +5.7% 114,393 $42.9M
FourThought Financial Partners, LLC 4.48% Add +5.1% 114,167 $42.9M
Citadel Advisors 0.04% Reduce -88.0% 114,114 $42.8M
Spinnaker Trust 2.79% Reduce -2.8% 113,936 $42.8M
Stillwater Capital Advisors, LLC 5.95% Reduce -1.5% 113,643 $42.7M
King Wealth Management Group 6.46% Add +1.0% 113,606 $42.6M
Rollins Financial Advisors, LLC 7.42% Reduce -3.6% 113,415 $42.6M
Kayne Anderson Rudnick Investment Management LLC 0.10% Add +4.4% 113,115 $42.5M
Ceredex Value Advisors LLC 0.93% Add +9.6% 113,111 $42.5M
Hoey Investments, Inc. 8.40% Reduce -16.0% 112,960 $42.4M
Wellington Shields Capital Management, LLC 7.65% Reduce -74.7% 112,323 $42.2M
Ramsay, Stattman, Vela & Price, Inc. 8.01% Add +0.4% 112,300 $42.2M
Dock Street Asset Management Inc. 4.97% Add +12.6% 112,183 $42.1M
Parallax Volatility Advisers, L.P. 1.63% Add +237.5% 112,102 $42.1M
180 Wealth Advisors, LLC 6.69% Add +2.2% 111,730 $41.9M
Shufro Rose & Co. LLC 3.34% Reduce -0.5% 111,606 $41.9M
Clough Capital Partners L P 5.28% Add +24.3% 111,490 $41.9M
Wilsey Asset Management Inc. 8.38% Reduce -0.1% 111,375 $41.8M
Foster Dykema Cabot & Partners, LLC 3.35% Add +0.1% 111,292 $41.8M
Hamilton Capital Partners Inc. 2.67% Add +21.6% 110,952 $41.7M
W.G. Shaheen & Associates DBA Whitney & Co 4.42% Add +1.1% 110,872 $41.6M
Iron Gate Global Advisors LLC 5.74% Add +3.4% 110,848 $41.6M
Nexus Investment Management ULC 4.71% Add +0.3% 77,005 $41.6M
TenCore Partners, LP 21.84% Add +4.5% 110,696 $41.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 4.88% Add +4.4% 110,372 $41.4M
Moran Wealth Management, LLC 1.39% Add +3.6% 110,305 $41.4M
Cornerstone Capital, Inc. 4.45% Reduce -11.8% 110,035 $41.3M
Venturi Wealth Management, LLC 2.15% Add +11.5% 110,010 $41.3M
BTC Capital Management, Inc. 3.77% Add +4.7% 109,670 $41.2M
Bensler, LLC 5.14% Add +0.3% 109,408 $41.1M
Optiver Holding B.V. 1.58% Reduce -52.0% 109,166 $41.0M
Heritage Trust Co 4.96% Reduce -5.4% 109,006 $40.9M
Principle Wealth Partners LLC 2.92% Add +0.1% 108,862 $40.9M
Annex Advisory Services, LLC 1.16% Reduce -0.2% 108,771 $40.8M
First Merchants Corp. 1.62% Reduce -0.8% 108,289 $40.7M
Leonteq Securities AG 3.09% Add +15.8% 108,152 $40.6M
Value Partners Investments Inc. 3.50% Add +776.6% 107,882 $40.5M
Jag Capital Management, LLC 5.42% Add +17.1% 107,986 $40.5M
Constitution Capital LLC 22.44% Reduce -9.8% 107,922 $40.5M
Alerus Financial NA 3.24% Reduce -4.6% 107,842 $40.5M
Atika Capital Management LLC 6.20% No change 107,500 $40.4M
One Wealth Capital Management, LLC 21.64% Add +0.3% 107,458 $40.3M
Washington Trust Bank 4.04% Reduce -4.3% 107,439 $40.3M
Van Hulzen Asset Management, LLC 3.68% Reduce -23.8% 107,336 $40.3M
Greenwood Gearhart LLC 2.78% Reduce -1.1% 107,135 $40.2M
German American Bancorp, Inc. 4.31% Add +2.1% 106,702 $40.1M
Schnieders Capital Management LLC 8.57% Reduce -3.8% 106,179 $39.9M
Orion Investment Co 16.28% Add +0.1% 106,076 $39.8M
Coronation Fund Managers Ltd. 2.16% Add +279.7% 105,931 $39.8M
Omega Advisors (Leon Cooperman) 1.58% No change 105,705 $39.7M
Anchor Investment Management, LLC 3.68% Add +1.8% 105,030 $39.4M
Fidelis Capital Partners, LLC 4.18% Reduce -12.1% 100,371 $39.3M
Silicon Valley Capital Partners 5.13% Add +6.9% 103,727 $39.3M
United Asset Strategies, Inc. 3.64% Add +3.5% 104,534 $39.2M
Financiere des Professionnels - Fonds d'investissement inc. 2.55% Reduce -29.0% 104,528 $39.2M
Lynch & Associates 8.49% Reduce -1.0% 104,528 $39.2M
Linscomb Wealth, Inc. 1.95% Reduce -5.8% 104,517 $39.2M
Sumitomo Mitsui Financial Group, Inc. 0.72% Add +19.2% 104,398 $39.2M
Willis Investment Counsel 2.63% Reduce -5.5% 104,258 $39.1M
Manitou Investment Management Ltd. 7.59% Reduce -8.6% 104,043 $39.1M
PKO Investment Management Joint-Stock Co 4.43% Add +55.2% 104,000 $39.0M
Essex Financial Services, Inc. 2.81% Reduce -1.9% 103,895 $39.0M
Blue Trust, Inc. 0.50% Add +5.4% 103,856 $39.0M
McIlrath & Eck, LLC 4.79% Add +32.5% 103,803 $39.0M
IFP Advisors, Inc 1.20% Add +12.7% 103,663 $38.9M
Anderson Hoagland & Co. 4.61% Reduce -1.5% 109,645 $38.9M
Weatherly Asset Management L. P. 3.47% Reduce -0.2% 103,093 $38.7M
Clarkston Capital Partners, LLC 0.76% Reduce -0.3% 102,860 $38.6M
Wedmont Private Capital 1.97% Reduce -1.8% 99,061 $38.5M
Belmont Capital, LLC 6.90% Add +7.2% 102,327 $38.4M
Rheos Capital Works Inc. 3.13% Reduce -37.0% 102,300 $38.4M
Fiduciary Alliance LLC 3.77% Add +1.9% 102,192 $38.4M
Keystone Investors Pte Ltd. 5.39% Reduce -47.0% 102,097 $38.3M
CHURCHILL MANAGEMENT Corp 0.49% Reduce -5.7% 102,062 $38.3M
Archon Partners LLC 4.64% No change 102,000 $38.3M
Coalescence Partners Investment Management, LP 13.01% Add +37.4% 101,892 $38.2M
Garde Capital, Inc. 2.19% Reduce -9.8% 101,796 $38.2M
Circle Wealth Management, LLC 0.88% Reduce -6.7% 101,566 $38.1M
Auxier Asset Management LLC 5.67% Reduce -0.9% 101,376 $38.1M
American National Bank & Trust 4.21% Reduce -0.1% 100,981 $37.9M
Milestones Administradora de Recursos Ltda. 19.35% Add +3.2% 100,922 $37.9M
Bell Asset Management Ltd 6.96% Add +11.9% 100,738 $37.8M
Dash Acquisitions Inc. 8.42% Reduce -3.0% 84,020 $37.7M
Johnson Financial Group, Inc. 1.85% Add +14.5% 100,479 $37.7M
Means Investment Co., Inc. 4.00% Reduce -5.1% 100,224 $37.6M
Valiant Capital Management, L.P. 4.06% No change 100,195 $37.6M
Barlow Wealth Partners, LLC 4.93% Add +2.3% 95,753 $37.5M
Capco Asset Management, LLC 8.86% Reduce -2.7% 99,783 $37.5M
One Capital Management, LLC 1.27% Add +27.7% 99,671 $37.4M
Berkley W R Corp. 2.73% Reduce -40.9% 99,500 $37.4M
Blue Chip Partners, LLC 3.21% Add +0.1% 99,279 $37.3M
ADAPT Investment Managers SA 8.98% New 99,200 $37.2M
Pitcairn Co. 2.24% Reduce -0.9% 98,934 $37.1M
WestEnd Advisors, LLC 0.98% Reduce -5.1% 98,870 $37.1M
Untitled Investments LP 10.50% Add +29.6% 98,811 $37.1M
Quest Investment Management LLC 4.60% Reduce -8.7% 98,810 $37.1M
Evelyn Partners Investment Management Services Ltd 6.08% Add +8.6% 98,722 $37.1M
Joel Isaacson & Co., LLC 1.67% Add +1.4% 98,136 $36.8M
Simmons Bank 2.78% Reduce -1.1% 98,074 $36.8M
Pine Valley Investments Ltd Liability Co 2.35% Add +7.6% 97,619 $36.6M
Addenda Capital Inc. 1.35% Reduce -0.6% 97,559 $36.6M
Gladstone Institutional Advisory LLC 1.71% Add +8.0% 97,486 $36.6M
Thompson Siegel & Walmsley LLC 0.62% Reduce -7.8% 97,358 $36.5M
North Star Investment Management Corp. 2.66% Reduce -1.2% 97,241 $36.5M
Vantage Investment Partners, LLC 3.06% Add +7.7% 97,136 $36.5M
Lee Danner & Bass Inc. 2.95% Reduce -4.8% 97,065 $36.4M
AMS Capital Ltda 14.97% Add +51.8% 96,782 $36.3M
Integrity Alliance, Llc. 1.43% Add +363.3% 96,510 $36.2M
Lakeside Advisors, INC. 23.96% Reduce -0.7% 96,363 $36.2M
Renaissance Group LLC 1.59% Reduce -1.5% 96,339 $36.2M
Caliber Wealth Management, LLC / KS 4.93% — 96,259 $36.1M
Coastline Trust Co 4.49% Reduce -0.8% 96,241 $36.1M
Transcend Capital Advisors, LLC 2.60% Add +3.5% 96,049 $36.1M
Bath Savings Trust Co 3.73% Reduce -2.4% 95,980 $36.0M
Denali Advisors LLC 4.10% Reduce -1.7% 95,916 $36.0M
Blue Fin Capital, Inc. 6.94% Add +0.1% 95,240 $35.8M
Kennedy Capital Management LLC 0.85% Reduce -10.2% 95,054 $35.7M
Sagespring Wealth Partners, LLC 0.90% Add +4.7% 95,040 $35.7M
Orbis Allan Gray Ltd 0.20% Add +20.6% 94,908 $35.6M
Visionary Wealth Advisors 2.14% Reduce -5.7% 94,757 $35.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 4.01% Reduce -1.0% 94,727 $35.6M
Country Club Bank 2.38% Reduce -0.3% 93,365 $35.4M
Professional Advisory Services Inc. 4.46% Add +7.0% 94,197 $35.4M
Rwwm, Inc. 2.84% Reduce -0.3% 93,995 $35.3M
Leavell Investment Management, Inc. 1.74% Add +0.8% 93,837 $35.2M
Ninety One SA (Pty) Ltd 6.53% Add +87.6% 94,579 $35.2M
Te Ahumairangi Investment Management Ltd 7.45% Add +10.1% 93,801 $35.2M
Covington Investment Advisors Inc. 5.47% Add +5.0% 93,782 $35.2M
Groupe des Assurances du Credit Mutuel 10.07% No change 93,600 $35.1M
Columbia Asset Management 7.17% Reduce -2.8% 93,538 $35.1M
Fiduciary Group, LLC 3.51% Reduce -0.1% 93,428 $35.1M
Rossmore Private Capital 4.32% Reduce -1.1% 93,421 $35.1M
Wedgewood Partners Inc. 7.04% Add +18.3% 77,161 $34.9M
CapWealth Advisors, LLC 3.79% Add +1.7% 92,991 $34.9M
Clare Market Investments LLC 9.19% Reduce -0.5% 92,882 $34.9M
SlateStone Wealth, LLC 3.49% Reduce -0.8% 92,663 $34.8M
Harbor Investment Advisory, LLC 3.38% Add +0.2% 146,141 $34.7M
Vestmark Advisory Solutions, Inc. 0.89% Add +94.7% 92,285 $34.6M
TruWealth Advisors, LLC 2.09% Add +3.6% 92,172 $34.6M
Columbus Hill Capital Management, L.P. 7.54% Add +44.9% 91,938 $34.5M
Wealthcare Advisory Partners LLC 0.93% Reduce -1.9% 91,872 $34.5M
Sound View Wealth Advisors Group, LLC 2.83% Add +1.6% 91,747 $34.4M
Geneos Wealth Management Inc. 1.15% Add +7.8% 91,736 $34.4M
PFG Advisors 1.92% Add +28.6% 91,515 $34.4M
Resources Management Corp. /CT/ 4.82% Reduce -1.0% 91,341 $34.3M
Smithfield Trust Co 1.72% Reduce -1.0% 91,230 $34.3M
Pictet North America Advisors SA 3.42% Reduce -1.0% 91,664 $34.3M
Tamar Securities, LLC 4.65% Add +3.4% 91,257 $34.3M
Knollwood Investment Advisory, LLC 3.79% Add +0.1% 91,230 $34.2M
International Assets Investment Management, LLC 3.00% Reduce -0.6% 91,142 $34.2M
Maplelane Capital, LLC 3.18% New 91,000 $34.2M
Managed Asset Portfolios, LLC 4.73% Reduce -0.3% 90,996 $34.2M
11 Capital Partners LP 11.33% Add +47.2% 90,975 $34.2M
Ironwood Investment Counsel, LLC 5.90% Add +0.5% 90,941 $34.1M
Global X Japan Co., Ltd. 3.92% Add +10.3% 90,899 $34.1M
Journey Advisory Group, LLC 2.80% Add +9.9% 90,851 $34.1M
CenterBook Partners LP 2.17% Add +5.8% 90,666 $34.0M
Jacobs & Co. 3.62% Reduce -4.4% 90,564 $34.0M
Lingotto Investment Management LLP 0.89% No change 90,526 $34.0M
VestGen Advisors, LLC 1.54% — 90,316 $33.9M
Invictus Private Wealth, LLC 2.68% Add +1.1% 90,220 $33.9M
ProVise Management Group, LLC 2.87% Add +2.3% 90,110 $33.8M
American Assets Investment Management, LLC 2.94% No change 89,650 $33.7M
Checchi Capital Advisers, LLC 2.38% Add +1.5% 89,426 $33.6M
LaFleur & Godfrey LLC 4.53% Add +0.5% 88,968 $33.4M
Mirabaud & Cie SA 11.39% Add +2.8% 88,884 $33.4M
CapitalatWork S.A. 1.09% Add +11.5% 88,884 $33.4M
Cooper Creek Partners Management LLC 1.08% Add +4.0% 88,799 $33.3M
RAM Investment Partners, LLC 8.22% Reduce -0.3% 88,745 $33.3M
Hohimer Wealth Management, LLC 6.55% Add +9.8% 88,678 $33.3M
Allen Operations LLC 5.46% No change 88,383 $33.2M
Sky Investment Group LLC 6.28% Add +0.9% 88,316 $33.2M
Hunter Associates Investment Management LLC 5.12% Reduce -1.3% 88,280 $33.1M
Diversify Advisory Services, LLC 2.07% Reduce -9.4% 84,037 $33.1M
Orange Investment Advisors, Inc. 3.95% Reduce -0.2% 88,090 $33.1M
Trinity Street Asset Management LLP 3.35% Add +41.6% 88,055 $33.1M
Cullen Investment Group, LTD. 5.01% Reduce -0.4% 87,925 $33.0M
Absher Wealth Management, LLC 4.33% Reduce -1.1% 87,876 $33.0M
HBK Sorce Advisory LLC 0.97% Add +0.1% 87,846 $33.0M
Centaurus Financial, Inc. 1.99% Add +11.3% 87,726 $32.9M
Pennsylvania Capital Management Inc. 12.10% Reduce -0.9% 87,460 $32.8M
Maxi Investments CY Ltd 6.54% Add +212.6% 87,410 $32.8M
Marco Investment Management LLC 3.03% Add +8.1% 87,128 $32.7M
Stratos Investment Management, LLC 1.74% Add +18.4% 87,077 $32.7M
Mather Group, Llc. 0.38% Reduce -6.0% 86,759 $32.6M
Lyell Wealth Management, LP 3.04% Add +9.4% 86,668 $32.5M
Steigerwald, Gordon & Koch Inc. 3.63% Reduce -1.2% 86,586 $32.5M
Journey Strategic Wealth LLC 1.13% Add +60.1% 86,484 $32.5M
Bridgeway Capital Management, LLC 0.82% Add +8.3% 86,477 $32.5M
Schmidt P J Investment Management Inc. 5.91% Add +0.7% 86,036 $32.3M
Ivy Lane Capital Management, LLC 19.45% No change 86,000 $32.3M
First Nebraska Trust Co 3.18% Reduce -0.4% 85,777 $32.2M
Culbertson A N & Co. Inc. 5.14% Reduce -1.1% 85,748 $32.2M
Randolph Co Inc 3.77% Add +0.1% 85,727 $32.2M
Trust Asset Management LLC 2.63% Reduce -0.4% 85,614 $32.1M
Graypoint LLC 2.00% Reduce -2.5% 85,331 $32.0M
MainStreet Investment Advisors LLC 4.65% Reduce -4.9% 85,054 $31.9M
Wallington Asset Management, LLC 4.58% Reduce -11.4% 84,792 $31.8M
Fagan Associates, Inc. 5.30% Reduce -1.2% 84,573 $31.7M
First National Advisers, LLC 5.07% Add +0.0% 84,418 $31.7M
Syon Capital LLC 2.58% Add +20.8% 84,285 $31.6M
Tritonpoint Wealth, LLC 3.01% Add +0.6% 84,261 $31.6M
Janney Capital Management LLC 2.18% Reduce -2.8% 84,238 $31.6M
Bank of Nova Scotia Trust Co. 3.37% Reduce -0.2% 84,189 $31.6M
CX Institutional 1.19% Add +7.4% 84,176 $31.6M
Compound Planning, Inc. 1.44% Reduce -2.6% 84,100 $31.6M
Moody National Bank Trust Division 3.29% Add +0.3% 84,096 $31.6M
LS Investment Advisors, LLC 4.86% Reduce -1.0% 84,090 $31.6M
Verdence Capital Advisors LLC 2.41% Add +0.5% 83,999 $31.5M
Insigneo Advisory Services, LLC 3.26% Add +3.3% 83,979 $31.5M
Goelzer Investment Management, Inc. 1.82% Reduce -4.7% 83,801 $31.5M
Oxbow Advisors, LLC 3.40% Add +6.5% 83,768 $31.4M
CSM Advisors, LLC 1.71% Reduce -12.6% 83,611 $31.4M
Howe & Rusling Inc. 2.64% Add +4.8% 83,478 $31.3M
Makena Capital Management LLC 3.23% Add +67.4% 83,385 $31.3M
Canandaigua National Bank & Trust Co. 3.13% Reduce -1.5% 83,379 $31.3M
Progressive Investment Management Corp 8.75% Reduce -2.0% 83,295 $31.3M
1ST Source Bank 1.84% Reduce -1.5% 83,178 $31.2M
Rings Capital Management LLC 15.88% No change 83,000 $31.2M
Icon Wealth Advisors, LLC 2.55% Add +0.4% 82,641 $31.0M
Mark Asset Management LP 4.66% Add +29.9% 82,503 $31.0M
Woodmont Investment Counsel LLC 2.23% Add +2.4% 82,445 $30.9M
Pinnacle Wealth Management Advisory Group, LLC 2.88% Add +0.0% 82,378 $30.9M
Palisade Capital Management, LP 1.01% Add +0.4% 82,300 $30.9M
Edge Wealth Management LLC 6.26% Add +0.9% 82,228 $30.9M
Integrated Advisors Network LLC 1.56% Reduce -16.3% 82,174 $30.8M
Courier Capital LLC 2.01% Add +1.6% 81,977 $30.8M
Apella Capital, LLC 1.06% Add +8.8% 78,753 $30.8M
ARS Wealth Advisors Group, LLC 4.34% Reduce -0.9% 81,773 $30.7M
Mitchell Capital Management Co. 5.84% Reduce -1.9% 81,624 $30.6M
Jaffetilchin Investment Partners, LLC 2.22% Add +2.2% 81,583 $30.6M
Qtron Investments LLC 4.58% Reduce -1.5% 81,552 $30.6M
Cape Cod Five Cents Savings Bank 2.79% No change 70,734 $30.4M
Forum Financial Management, LP 0.50% Add +1.5% 80,933 $30.4M
Clarity Financial LLC 3.49% Add +32.3% 80,724 $30.3M
Lanark Financial, Inc. 2.58% — 80,582 $30.3M
GLOBALT Investments LLC / GA 1.24% Reduce -8.5% 80,556 $30.2M
Connors Investor Services Inc. 3.00% Reduce -17.0% 80,559 $30.2M
St Germain D J Co. Inc. 1.42% Reduce -1.5% 80,503 $30.2M
SP Asset Management LLC 2.66% Add +0.1% 80,361 $30.2M
Griffin Asset Management, Inc. 3.69% Reduce -2.5% 80,315 $30.1M
Mechanics Bank Trust Department 4.11% Add +7.6% 80,272 $30.1M
Focus Financial Network, Inc. 1.23% Add +1.2% 80,263 $30.1M
First Fiduciary Investment Counsel, Inc. 6.46% Reduce -4.2% 80,232 $30.1M
Ithaka Group LLC 6.14% Reduce -4.6% 80,229 $30.1M
Hillman Co. 11.38% Add +42.4% 80,136 $30.1M
Cincinnati Casualty Co. 17.21% No change 80,000 $30.0M
Central Securities Corp 2.86% No change 80,000 $30.0M
Bar Harbor Wealth Management 1.99% Reduce -4.0% 79,994 $30.0M
River Wealth Advisors LLC 4.16% Add +1.9% 79,689 $29.9M
United Bank 3.80% Reduce -5.2% 79,669 $29.9M
South Street Advisors LLC 4.89% Add +1.0% 79,623 $29.9M
Zions Bancorporation, National Association 1.89% — 79,608 $29.9M
Smartleaf Asset Management LLC 2.88% Add +1.6% 78,813 $29.9M
Stony Point Capital LLC 3.22% Add +175.6% 79,455 $29.8M
AlTi Global, Inc. 0.78% Reduce -17.4% 79,396 $29.8M
Western Wealth Management, LLC 1.98% Reduce -21.1% 79,365 $29.8M
Cooper Investors PTY Ltd. 4.84% Add +73.0% 79,327 $29.8M
L1 Capital International Pty Ltd 8.17% Add +3.0% 79,091 $29.7M
Overbrook Management Corp 6.97% Reduce -13.7% 79,087 $29.7M
Thiel Macro 19.31% New 78,720 $29.6M
Fulcrum Capital LLC 6.55% Add +7.0% 78,705 $29.5M
Nemes Rush Group LLC 3.73% Add +0.1% 78,611 $29.5M
Sora Investors LLC 3.57% Reduce -14.3% 78,575 $29.5M
Peachtree Investment Partners, LLC 11.63% Reduce -5.0% 78,421 $29.4M
ICICI Prudential Asset Management Co Ltd 3.82% Reduce -18.4% 78,263 $29.4M
Belpointe Asset Management LLC 1.53% Reduce -1.9% 78,113 $29.3M
Ally Financial Inc. 3.29% Add +6.8% 78,000 $29.3M
Hilton Capital Management, LLC 2.48% Reduce -6.3% 77,718 $29.2M
DSG Capital Advisors, LLC 5.88% Reduce -6.1% 77,585 $29.1M
Angeles Wealth Management, LLC 2.42% Reduce -0.8% 77,509 $29.1M
Intact Investment Management Inc. 1.00% Add +7.0% 77,500 $29.1M
Abner Herrman & Brock LLC 3.71% Add +0.2% 77,356 $29.0M
M. Kraus & Co 8.83% Add +0.2% 77,313 $29.0M
Iyo Bank, Ltd. 9.33% Add +16.9% 77,222 $29.0M
Wolverine Trading, LLC 0.92% Reduce -63.2% 76,496 $29.0M
One Madison Group LLC 3.78% Add +54.0% 77,000 $28.9M
Dividend Assets Capital, LLC 5.46% Reduce -3.1% 76,855 $28.9M
Verity & Verity, LLC 2.53% Add +2.5% 76,644 $28.8M
BBR Partners, LLC 2.03% Reduce -0.9% 76,459 $28.7M
James Investment Research, Inc. 3.64% Reduce -9.5% 76,439 $28.7M
MYDA Advisors LLC 10.18% Add +282.0% 76,400 $28.7M
Hills Bank & Trust Co 2.02% Reduce -1.6% 76,269 $28.6M
Coastal Bridge Advisors, LLC 4.09% Add +340.0% 76,260 $28.6M
Jasper Ridge Partners, L.P. 0.92% No change 76,091 $28.6M
Tufton Capital Management 5.49% Add +0.3% 75,970 $28.5M
Perennial Advisors, LLC 5.69% Add +1.3% 75,924 $28.5M
Pennant Investors, LP 8.57% Add +55.2% 75,900 $28.5M
Sava Infond d.o.o. 5.43% Add +0.2% 75,810 $28.5M
Vicus Capital 2.64% Reduce -5.3% 75,645 $28.4M
Valley Wealth Managers, Inc. 2.15% Reduce -0.3% 75,493 $28.3M
Avestar Capital, LLC 2.69% Add +2.7% 75,272 $28.3M
SCS Capital Management LLC 0.36% Reduce -57.6% 75,260 $28.3M
Private Trust Co. NA 2.91% Reduce -1.6% 75,258 $28.3M
PEAK6 LLC 1.10% Reduce -30.0% 75,203 $28.2M
Onex Canada Asset Management Inc. 3.62% Add +1.8% 74,796 $28.1M
Hoffman, Alan N Investment Management 14.48% Reduce -1.6% 74,768 $28.1M
JGP Wealth Management, LLC 3.68% Add +2.4% 74,586 $28.0M
Greatmark Investment Partners, Inc. 3.81% Reduce -0.1% 74,515 $28.0M
Bourne Lent Asset Management Inc. 12.00% Reduce -2.5% 74,511 $28.0M
Caldwell Trust Co 3.00% Reduce -7.6% 74,394 $27.9M
Cigna Investments Inc. 5.21% Reduce -1.8% 74,228 $27.9M
Webster Bank, N. A. 3.06% Add +3.1% 74,142 $27.8M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 9.46% Reduce -2.4% 73,945 $27.8M
Horiko Capital Management LLC 8.17% Add +5.3% 73,750 $27.7M
Hartline Investment Corp./ 3.70% Reduce -20.1% 73,766 $27.7M
Spirepoint Private Client, LLC 3.61% Add +1.0% 73,651 $27.6M
Rice Partnership, LLC 5.67% Reduce -7.0% 73,583 $27.6M
Coleford Investment Management Ltd. 7.75% Reduce -1.8% 73,571 $27.6M
GTS Securities LLC 1.20% Reduce -19.9% 73,570 $27.6M
Nicola Wealth Management LTD. 2.69% Add +6.4% 73,560 $27.6M
Zevin Asset Management LLC 4.38% Reduce -2.4% 73,534 $27.6M
GHP Investment Advisors, Inc. 1.33% Add +0.8% 73,446 $27.6M
Cantor Fitzgerald, L. P. 1.04% Add +81.8% 73,323 $27.5M
Cohen Capital Management, Inc. 4.71% Reduce -0.3% 73,306 $27.5M
Bridgewater Advisors Inc. 2.38% Add +3.1% 69,801 $27.5M
Clear Harbor Asset Management, LLC 2.17% Add +2.4% 72,978 $27.4M
Parr McKnight Wealth Management Group, LLC 3.93% Reduce -2.4% 72,863 $27.4M
Legacy Private Trust Co. 1.88% Reduce -3.2% 72,774 $27.3M
Parcion Private Wealth LLC 2.22% Add +0.9% 72,588 $27.2M
SeaCrest Wealth Management, LLC 3.08% Reduce -1.3% 72,571 $27.2M
Flagship Harbor Advisors, LLC 1.43% Add +6.1% 72,559 $27.2M
Exchange Capital Management, Inc. 4.42% Add +0.9% 72,539 $27.2M
Westchester Capital Management, Inc. 6.76% Add +0.7% 72,473 $27.2M
Naples Global Advisors, LLC 2.58% Add +0.9% 72,280 $27.1M
Simon Quick Advisors, LLC 1.54% Add +19.2% 72,198 $27.1M
AMG National Trust Bank 0.76% Add +1.0% 72,174 $27.1M
Whitebark Investors LP 14.20% Reduce -5.3% 72,139 $27.1M
Cornerstone Wealth Group, LLC 2.24% Add +4.6% 72,077 $27.1M
Blackhill Capital Inc. 1.57% No change 72,050 $27.0M
Intrust Bank NA 2.67% Reduce -1.5% 71,974 $27.0M
Foyston, Gordon & Payne Inc 6.67% Add +9.8% 71,853 $27.0M
Spinnaker Investment Group, LLC 6.08% Reduce -0.8% 71,597 $26.9M
Fogel Capital Management, Inc. 14.45% Add +0.6% 71,588 $26.9M
Buckley Wealth Management, LLC 8.36% Add +1.6% 71,576 $26.9M
Nelson Capital Management, LLC 4.63% Reduce -1.6% 71,452 $26.8M
Independence Bank of Kentucky 4.19% Add +5.7% 71,431 $26.8M
Monetary Management Group Inc. 7.24% Add +0.2% 71,378 $26.8M
Godsey & Gibb, Inc. 2.63% Add +0.7% 71,334 $26.8M
Segment Wealth Management, LLC 1.81% Add +3.5% 71,322 $26.8M
Cypress Capital Group 3.50% Reduce -12.5% 71,294 $26.8M
Cutler Investment Counsel LLC 3.21% Reduce -2.3% 71,252 $26.7M
Princeton Global Asset Management LLC 5.30% Add +7.7% 71,140 $26.7M
Bogart Wealth, LLC 1.26% Add +8.4% 71,061 $26.7M
Community Financial Services Group, LLC 5.78% Reduce -1.0% 71,005 $26.7M
Bright Rock Capital Management, LLC 5.62% No change 71,000 $26.7M
Itau Unibanco Holding S.A. 1.03% Reduce -63.1% 70,949 $26.6M
StoneX Group Inc. 1.46% Reduce -0.3% 70,875 $26.6M
CCM Investment Advisers LLC 3.27% Add +1.8% 70,877 $26.6M
MIG Capital, LLC 3.38% Reduce -6.9% 70,815 $26.6M
Paragon Capital Management Ltd 5.48% Add +2.8% 70,766 $26.6M
RNC Capital Management LLC 1.36% Reduce -2.4% 70,763 $26.6M
McRae Capital Management Inc. 5.60% Reduce -3.4% 70,758 $26.6M
EDENTREE ASSET MANAGEMENT Ltd 8.91% Reduce -0.3% 70,814 $26.5M
Galvin, Gaustad & Stein, LLC 2.40% Reduce -0.2% 70,639 $26.5M
Nations Financial Group Inc, /Ia/ 2.02% Reduce -4.2% 70,398 $26.4M
Holderness Investments Co. 6.13% Reduce -0.6% 70,011 $26.3M
Rothschild Investment LLC 1.76% Reduce -0.1% 69,861 $26.2M
Algert Global LLC 0.65% Add +9.9% 69,722 $26.2M
Pioneer Trust Bank N A 6.89% Add +0.9% 69,654 $26.1M
WCG Wealth Advisors LLC 1.98% Reduce -6.9% 69,495 $26.1M
Sunbelt Securities, Inc. 2.33% Reduce -1.4% 69,393 $26.0M
Azzad Asset Management Inc. 3.07% New 69,371 $26.0M
JTC Employer Solutions Trustee Ltd 2.14% Reduce -72.9% 69,467 $26.0M
Rempart Asset Management Inc. 5.35% Reduce -5.4% 69,081 $25.9M
GWN Securities Inc. 1.46% Add +160.2% 60,535 $25.8M
Deltec Asset Management LLC 5.56% Add +0.4% 68,833 $25.8M
Pettyjohn, Wood & White, Inc. 4.95% Reduce -5.3% 68,825 $25.8M
Buffington Mohr McNeal 5.09% Reduce -8.7% 68,770 $25.8M
Hutchinson Capital Management 4.92% Reduce -2.2% 68,765 $25.8M
Wellington Shields & Co., LLC 8.08% Add +0.8% 68,741 $25.8M
Missouri Trust & Investment Co 9.05% Reduce -0.2% 68,709 $25.8M
Claret Asset Management Corp 5.11% Add +0.4% 68,620 $25.8M
Cheviot Value Management, LLC 3.17% Add +12.5% 59,054 $25.8M
Ibex Wealth Advisors 3.40% Reduce -11.0% 68,511 $25.7M
Anchor Capital Advisors LLC 0.77% Reduce -3.8% 68,368 $25.7M
Capital Planning LLC 7.17% Add +4.5% 68,260 $25.6M
Prosperity Consulting Group, LLC 1.98% Add +0.5% 68,152 $25.6M
CHICAGO TRUST Co NA 4.79% Reduce -3.2% 68,103 $25.6M
SageView Advisory Group, LLC 1.09% Add +1.1% 68,082 $25.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 4.29% Add +16.0% 67,956 $25.5M
Mirova 4.58% Add +3.4% 67,821 $25.5M
Strategic Advisors LLC 4.90% Add +0.3% 67,752 $25.4M
Foster Victor Wealth Advisors, LLC 2.04% Add +13.8% 65,453 $25.4M
Covenant Asset Management, LLC 6.39% Reduce -3.1% 67,706 $25.4M
Madrona Financial Services, LLC 6.97% Add +11.8% 67,534 $25.4M
Greenwood Capital Associates LLC 3.40% Add +3.3% 67,232 $25.2M
Tenere Capital LLC 6.94% Reduce -4.0% 67,156 $25.2M
Parkwood LLC 2.47% Add +209.3% 67,110 $25.2M
Forvis Mazars Wealth Advisors, LLC 0.60% Reduce -1.0% 67,091 $25.2M
Vega Investment Solutions 4.86% Add +71.0% 65,588 $25.2M
CMH Wealth Management LLC 6.30% Reduce -2.8% 66,975 $25.1M
Mengis Capital Management, Inc. 5.26% Reduce -5.5% 66,766 $25.1M
Harbour Investments, Inc. 0.72% Add +0.4% 66,670 $25.0M
Thompson Investment Management, Inc. 3.76% Add +0.1% 66,637 $25.0M
Sand Hill Global Advisors, LLC 1.03% Add +2.4% 66,503 $25.0M
Capital Group Investment Management Pte. LTD. 5.09% Reduce -0.6% 66,397 $24.9M
Benin Management CORP 7.09% Add +5.9% 66,335 $24.9M
Permanent Capital Management, LP 7.14% Add +1.2% 66,325 $24.9M
First Financial Bank - Trust Division 2.40% Reduce -9.2% 65,870 $24.7M
JLB & Associates Inc. 3.44% Reduce -2.8% 65,711 $24.7M
Zuckerman Investment Group, LLC 2.64% Add +0.3% 65,604 $24.6M
Cassaday & Co Wealth Management LLC 0.69% Add +1.4% 65,506 $24.6M
NFJ Investment Group, LLC 0.83% Add +14.0% 65,490 $24.6M
Sfmg, LLC 1.94% Reduce -2.8% 65,440 $24.6M
Premier Fund Managers Ltd 0.92% Reduce -0.7% 64,768 $24.5M
Cornerstone Wealth Management, LLC 1.66% Reduce -0.1% 65,317 $24.5M
Trybe Capital Management LP 8.30% Reduce -20.1% 65,275 $24.5M
Bellecapital International Ltd. 4.89% Add +0.5% 65,243 $24.5M
Somerville Kurt F 4.26% Add +0.7% 65,183 $24.5M
Guardian Partners Inc. 2.53% Reduce -9.6% 65,305 $24.4M
Kestra Investment Management, LLC 0.47% Add +117.5% 96,128 $24.4M
Optimus Prime Fund Management Co., Ltd. 2.79% Add +18.2% 65,000 $24.4M
Cubist Systematic Strategies, LLC 0.32% Reduce -31.8% 64,980 $24.4M
Kingswood Wealth Advisors, LLC 2.23% Reduce -10.2% 64,823 $24.4M
Turim 21 Investimentos Ltda. 6.54% Add +7.2% 64,905 $24.4M
Jamison Private Wealth Management, Inc. 3.67% Reduce -1.0% 64,233 $24.1M
Borer Denton & Associates, Inc. 8.51% Reduce -5.0% 64,067 $24.0M
Ameritas Advisory Services, LLC 0.97% Reduce -26.9% 59,616 $24.0M
Ipswich Investment Management Co., Inc. 5.95% Reduce -1.3% 63,815 $24.0M
WoodTrust Financial Corp 3.35% Add +2.9% 63,772 $23.9M
Generali Investments, Management Co LLC 6.81% Add +1.5% 63,752 $23.9M
Legacy Advisors, LLC 2.46% Add +3.1% 63,714 $23.9M
Nwi Management LP 3.17% No change 63,400 $23.8M
SevenBridge Financial Group, LLC 4.68% Reduce -7.5% 52,906 $23.8M
Sheaff Brock Investment Advisors, LLC 2.18% Reduce -0.3% 63,287 $23.8M
APG Asset Management US Inc. 0.18% No change 62,095 $23.7M
Brown Shipley& Co Ltd 13.43% Add +0.5% 63,182 $23.7M
Burling Wealth Partners, LLC 4.99% Add +1.9% 63,100 $23.7M
Applied Finance Capital Management, LLC 1.74% Reduce -1.4% 62,917 $23.6M
Brasada Capital Management, LP 4.72% Reduce -6.5% 66,562 $23.6M
Toth Financial Advisory Corp. 2.84% Reduce -1.9% 62,847 $23.6M
Lindbrook Capital, LLC 2.17% Add +2.9% 62,841 $23.6M
Vision Capital Management, Inc. 3.40% Add +4.7% 62,779 $23.6M
Perkins Coie Trust Co 5.33% Reduce -0.7% 62,613 $23.5M
Canal Insurance CO 5.54% No change 62,500 $23.5M
Allied Investment Advisors, LLC 4.44% Add +2.1% 62,412 $23.4M
Broadleaf Partners, LLC 6.11% Reduce -1.5% 62,196 $23.3M
Smithbridge Asset Management Inc. 4.32% — 62,153 $23.3M
Taikang Asset Management (Hong Kong) Co Ltd 3.17% Add +5.8% 62,068 $23.3M
Larson Financial Group LLC 1.11% Add +23.3% 62,062 $23.3M
Proficio Capital Partners LLC 1.80% Add +4.3% 61,681 $23.3M
Augustine Asset Management Inc. 6.79% Reduce -11.0% 61,932 $23.2M
EverSource Wealth Advisors, LLC 1.28% Add +5.5% 61,855 $23.2M
Pragma Gestao DE Patrimonio Ltd. 12.42% Add +21.2% 61,800 $23.2M
Alley Investment Management Company, LLC 2.91% Add +0.4% 61,721 $23.2M
Stone Summit Wealth LLC 7.84% Reduce -0.3% 61,670 $23.2M
Trifecta Capital Advisors, LLC 4.84% Add +1.3% 61,488 $23.1M
Zhang Financial LLC 1.22% Add +3.4% 61,431 $23.1M
Solidarity Wealth, LLC 5.68% Add +3.2% 61,390 $23.0M
Peak Asset Management, LLC 4.38% Add +0.2% 61,265 $23.0M
Salomon & Ludwin, LLC 2.45% Add +9.7% 61,171 $23.0M
Colonial Trust Co / SC 3.56% Reduce -4.1% 61,087 $22.9M
XML Financial, LLC 2.14% Add +0.2% 61,027 $22.9M
Aaron Wealth Advisors LLC 2.62% Add +0.3% 60,923 $22.9M
Red Door Wealth Management, LLC 3.38% Add +2.3% 60,763 $22.8M
RKL Wealth Management LLC 2.14% Add +1.1% 60,597 $22.7M
Canvas Wealth Advisors, LLC 5.84% Add +7.7% 62,013 $22.7M
Harbour Investment Management LLC 10.28% Reduce -1.6% 60,546 $22.7M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5.75% Reduce -4.1% 60,482 $22.7M
Bfsg, LLC 2.76% Reduce -9.3% 60,415 $22.7M
Laurel Wealth Advisors LLC 3.54% Add +0.6% 60,247 $22.6M
Hendershot Investments Inc. 3.07% Add +1.1% 60,012 $22.5M
Proem Advisors LLC 11.82% Add +140.0% 60,000 $22.5M
Saraza Management, LP 6.86% Add +1.7% 60,000 $22.5M
Cincinnati Specialty Underwriters Insurance CO 6.77% No change 60,000 $22.5M
Norden Group LLC 2.59% Reduce -8.7% 59,932 $22.5M
Community Bank, N.A. 3.01% Reduce -2.8% 59,871 $22.5M
DE Burlo Group Inc. 3.32% Reduce -0.3% 59,839 $22.5M
Hayek Kallen Investment Management 8.26% Reduce -0.6% 59,771 $22.4M
American Money Management, LLC 4.25% Add +2.6% 59,736 $22.4M
Quinn Opportunity Partners LLC 1.58% Add +5873.2% 59,732 $22.4M
AdvisorNet Financial, Inc 1.67% Add +0.1% 59,713 $22.4M
Trivium Point Advisory, LLC 2.78% Add +3.0% 59,712 $22.4M
Middleton & Co. Inc. 2.62% Reduce -1.4% 59,664 $22.4M
Delta Investment Management, LLC 4.51% Add +69.3% 59,561 $22.4M
Confluence Wealth Services, Inc. 1.40% Add +7.4% 59,508 $22.3M
Valmark Advisers, Inc. 0.34% Reduce -4.9% 59,280 $22.3M
WBH Advisory Inc. 2.08% Reduce -9.1% 59,264 $22.2M
Davis-Rea LTD. 5.91% Add +230.3% 59,164 $22.2M
Manchester Global Management (UK) Ltd 3.31% Reduce -12.8% 59,145 $22.2M
Arthur M. Cohen & Associates, LLC 4.25% Reduce -0.8% 58,961 $22.1M
RFG Advisory, LLC 0.60% Add +3.2% 58,917 $22.1M
Kovack Advisors, Inc. 2.34% Reduce -3.5% 58,898 $22.1M
DT Investment Partners, LLC 2.13% Reduce -5.0% 58,878 $22.1M
Westwind Capital 5.50% Add +2.2% 58,815 $22.1M
Knuff & Co LLC 7.41% Reduce -1.9% 58,790 $22.1M
New Hampshire Trust 5.04% Reduce -0.6% 58,747 $22.1M
Arcadia Investment Management Corp. 3.99% Reduce -3.4% 58,679 $22.0M
Csenge Advisory Group 1.25% Reduce -1.8% 59,791 $22.0M
GM Advisory Group, LLC 1.19% Add +2.6% 58,469 $21.9M
Sompo Asset Management Co., Ltd. 4.07% Reduce -13.7% 58,379 $21.9M
Mitchell Sinkler & Starr 6.12% Reduce -4.9% 58,206 $21.8M
Hall Laurie J Trustee 7.79% Reduce -4.6% 58,161 $21.8M
Field & Main Bank 7.71% Reduce -3.4% 58,129 $21.8M
Strategic Blueprint, LLC 1.19% Reduce -2.2% 57,954 $21.8M
Bordeaux Wealth Advisors LLC 4.02% Reduce -2.1% 57,864 $21.7M
Savvy Advisors, Inc. 2.18% Add +25.5% 57,688 $21.7M
Mattern Wealth Management LLC 4.79% Add +0.6% 57,684 $21.7M
EFG Asset Management (Americas) Corp. 4.38% Reduce -0.6% 57,557 $21.7M
Turtle Creek Wealth Advisors, LLC 3.23% Add +60.2% 57,674 $21.7M
Cooper Financial Group 2.85% Add +5.5% 57,632 $21.6M
Sage Mountain Advisors LLC 1.59% Reduce -3.6% 57,568 $21.6M
Capital Asset Advisory Services LLC 1.10% Reduce -0.7% 56,498 $21.6M
Rothschild Capital Partners, LLC 5.65% Add +2.8% 57,497 $21.6M
Brooklyn Investment Group 4.65% Add +19.1% 57,353 $21.5M
Van Strum & Towne Inc. 7.22% Reduce -5.5% 57,227 $21.5M
Foster & Motley Inc. 1.35% Reduce -0.1% 57,180 $21.5M
Altrafin AG 8.33% Reduce -8.5% 57,091 $21.4M
Pure Financial Advisors, LLC 0.45% Add +14.9% 56,916 $21.4M
Fragasso Financial Advisors Inc 1.59% Reduce -13.7% 56,906 $21.4M
Stratos Wealth Advisors, LLC 1.17% Reduce -7.3% 56,891 $21.4M
Rovida Advisors Inc. 15.97% Add +89.7% 56,900 $21.3M
Sycale Advisors (NY) LLC 7.56% New 56,775 $21.3M
Court Place Advisors, LLC 7.06% Add +0.4% 56,711 $21.3M
Conning Inc. 0.78% Reduce -2.6% 56,701 $21.3M
Archford Capital Strategies, LLC 3.12% Add +16.9% 56,680 $21.3M
Titan Global Capital Management USA LLC 4.38% Reduce -17.6% 56,656 $21.3M
Point72 Europe (London) LLP 1.47% Reduce -20.4% 56,594 $21.2M
Good Life Advisors, LLC 1.50% Reduce -11.7% 56,550 $21.2M
Motco 2.24% Reduce -1.9% 56,511 $21.2M
Baker Ellis Asset Management LLC 3.05% Add +1.0% 56,380 $21.2M
Tounjian Advisory Partners, LLC 3.96% — 56,284 $21.1M
Stokes Family Office, LLC 2.37% Reduce -0.8% 56,143 $21.1M
Whalerock Point Partners, LLC 5.16% Add +0.6% 56,140 $21.1M
Horizon Investments, LLC 0.63% Add +45.6% 56,025 $21.0M
Rockline Wealth Management, LLC 5.85% Add +2.1% 55,960 $21.0M
Claar Advisors LLC 7.09% Add +1.3% 55,923 $21.0M
Pavion Blue Capital, LLC 10.00% Reduce -0.2% 55,875 $21.0M
Meridian Wealth Advisors, LLC 3.56% Add +1.7% 55,848 $21.0M
Traynor Capital Management, Inc. 1.77% Add +5.4% 55,753 $20.9M
Clearstead Trust, LLC 4.66% Reduce -1.1% 55,724 $20.9M
Naviter Wealth, LLC 2.53% Reduce -3.6% 55,210 $20.9M
Supplemental Annuity Collective Trust of NJ 6.57% Reduce -1.8% 55,700 $20.9M
West Branch Capital LLC 6.97% Add +2.4% 55,674 $20.9M
Princeton Capital Management LLC 7.35% Reduce -1.0% 55,592 $20.9M
Core Alternative Capital 5.00% Reduce -11.4% 55,442 $20.8M
Glen Eagle Advisors, LLC 3.43% Reduce -3.7% 55,278 $20.8M
Hamilton Wealth, LLC 4.99% Add +2.4% 55,196 $20.7M
1834 Investment Advisors Co. 2.67% Reduce -2.2% 55,186 $20.7M
Hamilton Point Investment Advisors, LLC 3.72% Reduce -0.4% 55,151 $20.7M
Farmers Trust Co. 3.89% Reduce -3.3% 55,131 $20.7M
Copeland Capital Management, LLC 0.41% Reduce -2.1% 55,065 $20.7M
Lathrop Investment Management Co. 4.10% Reduce -7.3% 55,059 $20.7M
EULAV Asset Management 0.51% No change 55,030 $20.7M
St. Clair Advisors, LLC 5.78% Reduce -1.7% 54,943 $20.6M
Phraction Management LLC 7.39% Add +9.0% 54,925 $20.6M
Haverford Financial Services, Inc. 6.34% Reduce -0.7% 54,806 $20.6M
Greenwich Wealth Management LLC 1.56% Reduce -2.4% 54,754 $20.6M
Broderick Brian C 4.18% Add +0.2% 54,673 $20.5M
Plimoth Trust Co. LLC 5.34% Add +5.8% 54,615 $20.5M
Independent Investors Inc. 4.34% Reduce -0.0% 54,523 $20.5M
Balboa Wealth Partners 4.95% Reduce -0.9% 54,502 $20.5M
Alpha Omega Wealth Management LLC 3.90% Add +2.0% 54,387 $20.4M
Kozak & Associates, Inc. 5.09% Add +1.5% 52,629 $20.4M
Marcum Wealth, LLC 1.76% Add +7.6% 54,314 $20.4M
Nicollet Investment Management, Inc. 7.16% Add +2.7% 54,290 $20.4M
Wolverine Asset Management LLC 1.52% Add +172.8% 54,179 $20.3M
Sargent Investment Group, LLC 3.25% Add +2.5% 54,169 $20.3M
Liberty One Investment Management, LLC 2.06% Add +5.8% 54,150 $20.3M
Generali Powszechne Towarzystwo Emerytalne 6.42% No change 54,118 $20.3M
Inscription Capital, LLC 3.35% — 48,266 $20.3M
Claro Advisors Inc. 2.72% Add +0.1% 54,050 $20.3M
Villere St Denis J & Co. LLC 2.00% Reduce -2.2% 54,003 $20.3M
Jackson Square Partners, LLC 2.72% Reduce -3.9% 53,901 $20.2M
Paul R. Ried Financial Group, LLC 14.09% Reduce -4.5% 53,871 $20.2M
Centre Asset Management, LLC 5.20% Add +17.3% 53,846 $20.2M
AlphaCore Capital LLC 1.72% Add +85.7% 53,829 $20.2M
Valicenti Advisory Services Inc. 5.19% Add +0.3% 53,811 $20.2M
Baker Chad R 4.10% Add +0.4% 53,660 $20.1M
Delta Financial Group, Inc. 4.60% Add +6.0% 51,179 $20.1M
Walter Public Investments Inc. 3.75% Reduce -35.3% 53,573 $20.1M
Aragon Global Management, LP 7.73% Reduce -26.2% 53,558 $20.1M
Heirloom Wealth Management 5.76% Add +3.2% 53,554 $20.1M
Cypress Asset Management Inc. 5.38% Add +0.1% 53,537 $20.1M
Relyea Zuckerberg Hanson LLC 2.71% Reduce -6.5% 53,524 $20.1M
Sepio Capital, LP 1.59% Reduce -1.8% 53,449 $20.1M
Diligent Investors, LLC 4.88% Add +0.1% 53,408 $20.0M
Embree Financial Group 3.35% Add +5.7% 53,340 $20.0M
City Holding Co. 2.82% Reduce -0.8% 53,303 $20.0M
MBB Public Markets I LLC 2.30% Add +649.2% 53,090 $19.9M
Arvest Bank Trust Division 1.26% Add +55.3% 53,039 $19.9M
Campbell Capital Management Inc. 11.58% Reduce -1.6% 52,890 $19.9M
Legacy Wealth Management, LLC / MS 6.49% Add +20.2% 52,875 $19.8M
Hodges Capital Management Inc. 1.98% Reduce -14.5% 52,845 $19.8M
OneAscent Financial Services LLC 1.29% Add +107.2% 52,284 $19.8M
University of Texas/Texas Am Investment Management Co. 3.39% Reduce -0.8% 52,734 $19.8M
Stockman Wealth Management, Inc. 2.93% Add +4.3% 52,730 $19.8M
Elk River Wealth Management LLC 3.70% Reduce -0.1% 52,600 $19.7M
NTV Asset Management LLC 2.63% Add +0.3% 52,550 $19.7M
Ascent Wealth Partners, LLC 2.65% Add +10.4% 52,543 $19.7M
Lynwood Price Capital Management LP 11.24% Add +36.4% 52,500 $19.7M
Miramar Capital, LLC 4.68% Reduce -3.3% 52,437 $19.7M
D L Carlson Investment Group Inc. 3.78% Reduce -4.3% 52,422 $19.7M
Hartford Financial Management Inc. 4.06% Add +0.0% 52,372 $19.7M
Walleye Trading LLC 0.56% Reduce -71.6% 52,363 $19.7M
Harvey Capital Management Inc. 5.14% Reduce -9.8% 52,359 $19.7M
Analyst IMS Investment Management Services Ltd. 0.76% Reduce -12.6% 52,290 $19.6M
Marietta Investment Partners LLC 4.70% Reduce -1.1% 51,972 $19.5M
Parkside Financial Bank & Trust 2.48% Add +2.5% 51,913 $19.5M
Spectrum Wealth Counsel, LLC 2.34% Add +2.2% 51,894 $19.5M
Boyd Watterson Asset Management LLC 6.30% Add +0.1% 51,878 $19.5M
Krilogy Financial LLC 1.26% Add +3.6% 51,863 $19.5M
First Western Trust Bank 0.93% Reduce -8.8% 51,839 $19.5M
Chemung Canal Trust Co. 4.28% Reduce -8.0% 51,836 $19.5M
Decatur Capital Management, Inc. 10.09% Reduce -0.6% 51,812 $19.4M
Keel Point, LLC 1.51% Add +4.3% 51,686 $19.4M
GC Wealth Management RIA, LLC 3.56% Reduce -4.2% 51,633 $19.4M
Avior Wealth Management, LLC 0.74% Reduce -8.9% 51,592 $19.4M
Arjuna Capital 5.36% Reduce -25.2% 51,588 $19.4M
Natural Investments, LLC 5.49% Add +1.9% 51,548 $19.4M
Quattro Financial Advisors LLC 6.63% Reduce -50.9% 51,518 $19.3M
Premier Path Wealth Partners, LLC 3.01% Reduce -1.7% 51,511 $19.3M
PFC Capital Group, Inc. 9.72% Reduce -5.8% 51,364 $19.3M
Mystic Asset Management, Inc. 5.08% Add +0.2% 51,349 $19.3M
Camden National Bank 2.86% Reduce -3.6% 51,322 $19.3M
Farley Capital L.P. 17.84% No change 51,312 $19.3M
R.H. Dinel Investment Counsel, Inc. 13.12% No change 51,225 $19.2M
Strategy Asset Managers LLC 3.96% Add +0.2% 51,162 $19.2M
Canal Capital Management, LLC 3.21% Add +9.8% 51,129 $19.2M
Waldron Private Wealth LLC 0.91% Reduce -44.8% 51,127 $19.2M
Capital Investment Counsel, Inc 2.86% Add +2.9% 51,068 $19.2M
Leuthold Group, LLC 2.49% Reduce -6.5% 51,053 $19.2M
Cardinal Capital Management 2.96% Reduce -2.2% 50,977 $19.1M
GDS Wealth Management 1.63% Add +10.6% 50,901 $19.1M
Rowlandmiller & Partners.adv 4.02% Reduce -0.9% 50,871 $19.1M
Schechter Investment Advisors, LLC 1.57% Reduce -21.0% 50,796 $19.1M
Arete Wealth Advisors, LLC 1.46% Reduce -0.5% 50,777 $19.1M
Consilio Wealth Advisors, LLC 7.96% Add +1.2% 50,770 $19.1M
Montecito Bank & Trust 3.37% Reduce -1.1% 50,637 $19.0M
West Coast Financial LLC 2.17% Reduce -3.6% 50,607 $19.0M
Apexium Financial, LP 1.13% Add +20.0% 50,606 $19.0M
Virtu Financial LLC 1.03% Reduce -42.7% 50,501 $19.0M
Occidental Asset Management, LLC 2.86% Add +15.4% 50,453 $18.9M
Payden & Rygel 1.63% Reduce -36.0% 50,430 $18.9M
Headinvest, LLC 3.67% Reduce -0.1% 50,344 $18.9M
Condor Capital Management 1.76% Reduce -0.7% 50,336 $18.9M
Central Pacific Bank - Trust Division 2.73% Reduce -12.7% 50,321 $18.9M
Unio Capital LLC 7.24% Add +31.8% 50,289 $18.9M
CFM Wealth Partners LLC 3.32% Add +1.0% 50,200 $18.8M
Monarch Capital Management Inc. 5.23% Reduce -0.5% 50,164 $18.8M
Harbour Trust & Investment Management Co 2.28% Add +28.7% 50,148 $18.8M
Family Manage LLC 3.11% Reduce -13.1% 50,141 $18.8M
Stonebridge Capital Management Inc. 8.14% Reduce -4.3% 50,139 $18.8M
Keystone Financial Group 1.92% Add +0.5% 49,364 $18.8M
Institute for Wealth Management, LLC. 2.41% Reduce -0.7% 50,019 $18.8M
Honeycomb Asset Management LP 8.96% Reduce -23.1% 50,000 $18.8M
RBF Capital, LLC 1.18% No change 50,000 $18.8M
Diversify Wealth Management, LLC 1.39% Add +6.1% 47,572 $18.7M
Stansberry Asset Management, LLC 2.35% Add +4.0% 49,837 $18.7M
Weik Capital Management 7.61% Reduce -3.5% 49,787 $18.7M
Wayfinding Financial, LLC 8.15% Add +0.2% 49,541 $18.6M
Lincoln Capital Corp. 7.75% Reduce -2.7% 49,522 $18.6M
Financial Insights, Inc. 7.40% Reduce -0.1% 49,514 $18.6M
Sigma Investment Counselors Inc. 1.13% Reduce -5.5% 49,372 $18.5M
Koshinski Asset Management, Inc. 1.57% Add +1.0% 49,337 $18.5M
Nicolet Advisory Services, LLC 1.83% Add +3.0% 48,480 $18.5M
Rench Wealth Management, Inc. 6.38% Add +1.0% 49,198 $18.5M
Connecticut Wealth Management, LLC 0.97% Reduce -1.5% 49,165 $18.5M
Security National Bank 3.48% Add +11.7% 49,087 $18.4M
Vantage Wealth 4.16% Reduce -0.6% 49,055 $18.4M
Nutshell Asset Management Ltd 9.59% Add +36.7% 49,020 $18.4M
Farmers National Bank 5.19% Add +0.6% 48,993 $18.4M
Deroy & Devereaux Private Investment Counsel Inc. 1.07% Add +5.2% 48,973 $18.4M
Y.D. More Investments Ltd 1.61% Reduce -5.5% 48,972 $18.4M
Everhart Financial Group, Inc. 2.51% Add +1.6% 48,952 $18.4M
Asset Planning Services Inc. /La/ 9.33% Reduce -0.6% 48,875 $18.3M
Hendley & Co. Inc. 6.41% Reduce -0.3% 48,856 $18.3M
RMR Wealth Builders 1.93% Reduce -1.6% 48,853 $18.3M
Hanson & Doremus Investment Management 2.67% Add +11.5% 48,781 $18.3M
Ransom Advisory, Ltd 9.04% Add +0.4% 48,730 $18.3M
Certuity, LLC 1.92% Add +3.5% 48,585 $18.3M
Moneco Advisors, LLC 1.89% Add +14.3% 48,533 $18.2M
Heron Bay Capital Management 3.82% Reduce -1.7% 48,467 $18.2M
Adalta Capital Management LLC 9.68% Reduce -0.2% 48,443 $18.2M
Harbor Capital Advisors, Inc. 0.83% Add +16.8% 48,420 $18.2M
Mark Sheptoff Financial Planning, LLC 10.02% Reduce -4.1% 48,401 $18.2M
Sendero Wealth Management, LLC 2.52% Add +10.4% 48,299 $18.1M
Capital City Trust Co. 4.96% Reduce -0.0% 48,239 $18.1M
Rosenblum Silverman Sutton S F Inc. 4.99% Reduce -0.3% 48,229 $18.1M
Manhattan West Asset Management, LLC 4.61% Add +11.8% 48,134 $18.1M
Penserra Capital Management LLC 0.32% Add +1.7% 48,130 $18.1M
Watts Gwilliam & Co., LLC 3.92% Add +11.1% 48,074 $18.0M
Ratan Capital Management LP 5.81% Reduce -59.4% 47,981 $18.0M
McGuire Investment Group, LLC 2.67% Reduce -0.7% 47,920 $18.0M
Clearline Capital LP 1.81% Add +117.0% 47,889 $18.0M
Globeflex Capital L P 1.66% Add +117.2% 47,873 $18.0M
Texas Yale Capital Corp. 0.74% Add +2.7% 47,801 $17.9M
Formidable Asset Management, LLC 3.00% Add +1.1% 47,741 $17.9M
Laffer Tengler Investments, Inc. 4.74% Reduce -4.7% 47,711 $17.9M
Scott & Selber, Inc. 5.72% Add +0.6% 47,563 $17.9M
Capital Planning Advisors, LLC 2.76% Reduce -1.0% 47,552 $17.9M
Duncker Streett & Co. Inc. 3.53% Reduce -1.5% 47,513 $17.8M
Marietta Wealth Management, LLC 2.62% Add +5.8% 47,502 $17.8M
Washington Trust Advisors, Inc. 1.58% Add +77.5% 47,460 $17.8M
Miller Wealth Advisors, LLC 9.87% Add +1.3% 47,388 $17.8M
Skyline Advisors, Inc. 6.98% Reduce -1.0% 47,192 $17.7M
Regal Investment Advisors LLC 1.43% Reduce -16.6% 47,190 $17.7M
Rehmann Capital Advisory Group 1.11% Add +3.3% 47,085 $17.7M
Wells Trecaso Financial Group, LLC 5.89% Add +0.7% 47,055 $17.7M
Cordatus Wealth Management LLC 4.84% Add +2.1% 47,018 $17.6M
Aspiriant, LLC 0.61% Add +0.4% 47,001 $17.6M
Simplicity Wealth,LLC 1.37% Add +76.9% 46,981 $17.6M
HCR Wealth Advisors 2.29% Add +0.8% 46,834 $17.6M
Inman Jager Wealth Management, LLC 13.17% Add +0.1% 46,827 $17.6M
Allen Mooney & Barnes Investment Advisors LLC 2.86% Reduce -20.8% 46,788 $17.6M
Eagle Rock Investment Company, LLC 3.01% Add +2.7% 46,762 $17.6M
Westbourne Investment Advisors, Inc. 6.24% Add +0.6% 46,758 $17.6M
Jacobi Capital Management LLC 1.29% Add +2.4% 46,730 $17.5M
Aspire Capital Advisors LLC 5.23% Reduce -0.6% 46,684 $17.5M
Biondo Investment Advisors, LLC 2.49% Reduce -1.0% 46,658 $17.5M
Hedeker Wealth, LLC 4.69% Reduce -0.9% 46,520 $17.5M
Gryphon Financial Partners LLC 2.58% Add +6.1% 46,367 $17.4M
Scholtz & Company, LLC 8.61% Reduce -1.3% 46,337 $17.4M
Private Wealth Asset Management, LLC 2.50% — 46,258 $17.4M
GPM Growth Investors, Inc. 7.61% Add +1.7% 46,251 $17.4M
Renaissance Investment Group LLC 4.21% Reduce -7.0% 46,186 $17.3M
Beverly Hills Private Wealth, LLC 3.45% Add +1.1% 46,051 $17.3M
Lingohr Asset Management GmbH 4.33% Add +1357.1% 46,029 $17.3M
K.J. Harrison & Partners Inc 3.38% Reduce -40.3% 46,020 $17.3M
FORA Capital, LLC 1.75% New 45,943 $17.2M
Morse Asset Management, Inc 4.40% Reduce -3.6% 45,859 $17.2M
Grafton Street Partners Fund, LP 13.22% Add +138.8% 45,836 $17.2M
Little House Capital LLC 4.73% Reduce -3.3% 45,821 $17.2M
Silverlake Wealth Management LLC 6.59% Reduce -2.4% 45,755 $17.2M
PDS Planning, Inc 1.44% Add +9.3% 45,630 $17.1M
Strategic Planning Group, LLC 3.35% Add +15.0% 45,544 $17.1M
Moloney Securities Asset Management, LLC 2.33% Reduce -9.4% 45,533 $17.1M
Community Bank & Trust, Waco, Texas 4.01% Reduce -1.3% 45,411 $17.0M
McDonald Partners LLC 4.43% Reduce -1.4% 45,284 $17.0M
Ethos Financial Group, LLC 1.63% Add +214.8% 41,902 $17.0M
Moss Adams Wealth Advisors LLC 1.78% Add +3.7% 45,074 $16.9M
Burke & Herbert Bank & Trust Co. 4.07% Reduce -2.4% 45,072 $16.9M
Allred Capital Management, LLC 6.75% Reduce -1.3% 45,031 $16.9M
Susquehanna Fundamental Investments, LLC 0.28% New 45,020 $16.9M
Versant Capital Management, Inc 2.82% Add +27.4% 44,839 $16.8M
Valley National Advisers Inc. 3.04% Add +3.5% 44,831 $16.8M
Providence Capital Advisors, LLC 3.50% Add +0.9% 44,808 $16.8M
Portside Wealth Group, LLC 2.75% Add +2.4% 44,787 $16.8M
Isthmus Partners, LLC 2.10% Reduce -0.0% 44,771 $16.8M
My Personal CFO, LLC 8.45% Add +4.0% 44,710 $16.8M
Oxford Financial Group, LTD. LLC 1.18% Reduce -5.5% 44,710 $16.8M
Kinetic Partners Management, LP 1.20% Reduce -78.5% 44,705 $16.8M
McCollum Christoferson Group LLC 5.12% Reduce -0.4% 44,661 $16.8M
J. W. Coons Advisors, LLC 4.42% Reduce -0.5% 44,650 $16.8M
Anabranch Capital Management, LP 10.84% Reduce -28.0% 44,626 $16.8M
Hound Partners, LLC 3.32% Reduce -26.6% 44,532 $16.7M
Brady Family Wealth, LLC 5.34% Reduce -1.0% 44,461 $16.7M
Lattice Capital Management, LLC 17.32% No change 44,408 $16.7M
Lawson Kroeker Investment Management Inc. 3.07% Reduce -0.3% 44,280 $16.6M
R.m.sincerbeaux Capital Management LLC 9.81% Add +0.5% 44,241 $16.6M
WESPAC Advisors SoCal, LLC 4.32% Reduce -12.9% 44,130 $16.6M
Savoie Capital LLC 1.97% No change 39,253 $16.5M
McKinley Carter Wealth Services, Inc. 1.02% Reduce -0.5% 44,070 $16.5M
Schaper Benz & Wise Investment Counsel Inc. 1.34% Reduce -1.4% 44,041 $16.5M
Leeward Financial Partners, LLC 6.17% Add +5.0% 44,027 $16.5M
Portfolio Design Labs, LLC 3.41% Reduce -13.9% 44,007 $16.5M
Oakworth Capital, Inc. 1.15% Reduce -7.2% 43,971 $16.5M
Evelyn Partners Asset Management Ltd 4.60% Reduce -8.1% 43,960 $16.5M
Sage Capital Advisors,llc 4.32% Add +4.3% 43,940 $16.5M
Quantum Private Wealth, LLC 6.24% Reduce -5.3% 43,927 $16.5M
Oak Grove Capital LLC 3.93% Add +3.6% 43,915 $16.5M
SS&H Financial Advisors, Inc. 6.14% Reduce -2.0% 43,870 $16.5M
TigerOak Management, L.L.C. 6.35% Reduce -0.9% 43,809 $16.4M
STF Management LP 7.87% Add +0.8% 43,663 $16.4M
Bourgeon Capital Management LLC 3.60% Reduce -20.4% 43,654 $16.4M
Mirabaud Asset Management Ltd 8.55% Add +3.0% 43,177 $16.4M
J.P. Marvel Investment Advisors, LLC 2.83% Reduce -0.1% 43,548 $16.3M
Beach Investment Counsel Inc. 2.40% Reduce -7.1% 43,398 $16.3M
Physicians Financial Services, Inc. 5.17% Add +1.1% 43,311 $16.3M
M. Kulyk & Associates, LLC 3.72% Add +4.8% 43,304 $16.3M
Continuum Advisory, LLC 2.09% Reduce -1.3% 43,275 $16.2M
Edgestream Partners, L.P. 0.55% Reduce -21.1% 43,198 $16.2M
First Interstate Bank 0.97% Reduce -3.5% 43,192 $16.2M
Patten Group, Inc. 3.71% Reduce -2.4% 43,162 $16.2M
Snider Financial Group 5.25% Reduce -2.9% 43,046 $16.2M
Bluegrass Capital Partners LP 13.84% Add +26.5% 43,000 $16.1M
Chapin Davis, Inc. 5.50% Add +4.5% 42,949 $16.1M
Baugh & Associates, LLC 8.15% Add +0.2% 44,111 $16.1M
Northstar Asset Management Inc. 4.76% Reduce -9.4% 42,872 $16.1M
Banque de Luxembourg S.A. 9.19% Reduce -3.0% 42,798 $16.1M
GeoWealth Management, LLC 0.64% Reduce -22.7% 42,710 $16.0M
FAS Wealth Partners, Inc. 1.31% Add +2.5% 42,708 $16.0M
JCIC Asset Management Inc. 6.69% Reduce -1.1% 42,655 $16.0M
Walleye Capital LLC 0.20% Reduce -38.4% 42,654 $16.0M
Manchester Capital Management LLC 1.97% Add +2.5% 42,634 $16.0M
Generali Investments CEE, investicni spolecnost, a.s. 1.49% Add +5.7% 42,633 $16.0M
Great Lakes Retirement, Inc. 2.09% Add +3.4% 42,586 $16.0M
Investidor Profissional Gestao de Recursos Ltda. 15.44% Add +176.1% 42,577 $16.0M
Financial Partners Group, Inc 2.46% Add +0.6% 42,533 $16.0M
Boyar Asset Management Inc. 11.58% Reduce -6.2% 42,527 $16.0M
Mayflower Financial Advisors, LLC 2.43% Reduce -0.7% 42,493 $16.0M
Wealth Alliance, LLC 1.93% Add +5.1% 42,436 $15.9M
Motley Fool Wealth Management, LLC 0.94% Reduce -10.5% 42,422 $15.9M
Hoertkorn Richard Charles 7.35% Reduce -2.3% 42,330 $15.9M
Beacon Bank & Trust 3.87% Reduce -2.9% 42,326 $15.9M
Yelin Lapidot Holdings Management Ltd. 3.07% Reduce -13.3% 42,303 $15.9M
Alta Fox Capital Management, LLC 6.29% Reduce -31.6% 42,300 $15.9M
BloombergSen Inc. 1.37% New 42,300 $15.9M
Boston Research & Management Inc. 3.91% Add +0.2% 42,224 $15.9M
Whitener Capital Management, Inc. 4.48% Add +0.1% 42,150 $15.8M
Rodgers Brothers Inc. 2.11% Reduce -0.1% 42,149 $15.8M
Catalyst Financial Partners LLC 2.90% Add +2.9% 42,028 $15.8M
Goldstream Capital Management Ltd 10.60% Reduce -29.6% 42,024 $15.8M
Fox Hill Wealth Management 9.31% Add +1.9% 42,018 $15.8M
Keebeck Wealth Management 2.33% Reduce -2.0% 41,982 $15.8M
Accent Capital Management, LLC 9.10% Reduce -1.0% 41,965 $15.8M
Timber Creek Capital Management LLC 4.20% Add +6.1% 41,960 $15.8M
one8zero8, LLC 3.71% Add +1.0% 41,847 $15.7M
IFG Advisory, LLC 0.87% Add +12.1% 41,786 $15.7M
Winch Advisory Services, LLC 4.15% Reduce -0.5% 41,783 $15.7M
Capital & Planning, LLC 11.64% Add +1.7% 41,774 $15.7M
Paragon Capital Management LLC 8.97% Reduce -4.7% 41,761 $15.7M
Lake Street Private Wealth, LLC 2.57% Add +3.5% 41,753 $15.7M
CRA Financial Services, LLC 2.68% Add +1.2% 41,658 $15.6M
Elevation Point Wealth Partners, LLC 1.34% Reduce -1.9% 41,523 $15.6M
Roberts Glore & Co. Inc. 4.75% Reduce -0.5% 41,501 $15.6M
Romano Brothers and Company 2.01% Reduce -1.5% 41,372 $15.5M
Harbor Island Capital LLC 7.67% Reduce -1.9% 41,264 $15.5M
Eubel Brady & Suttman Asset Management Inc. 2.22% Add +0.8% 41,258 $15.5M
Davidson Trust Co. 7.38% Add +4.9% 41,244 $15.5M
Harold Davidson & Associates Inc. 8.44% Reduce -3.7% 41,190 $15.5M
Live Oak Private Wealth LLC 2.50% Reduce -1.0% 41,157 $15.5M
Berger Financial Group, Inc 1.07% Reduce -28.6% 41,110 $15.4M
Litman Gregory Wealth Management LLC 1.32% Add +0.0% 41,071 $15.4M
Morton Capital Management LLC 2.98% Reduce -0.9% 41,053 $15.4M
National Philanthropic Trust 0.25% Reduce -2.3% 41,031 $15.4M
Kavar Capital Partners Group, LLC 2.56% Reduce -0.2% 40,998 $15.4M
Iowa State Bank 3.26% Add +0.8% 40,937 $15.4M
Legacy Trust 3.70% Add +0.1% 40,933 $15.4M
Avantax Planning Partners, Inc. 0.54% Reduce -8.6% 40,883 $15.3M
Trustmark Bank Trust Department 1.14% Add +1.7% 40,877 $15.3M
Thames Capital Management LLC 5.89% No change 40,843 $15.3M
Wills Financial Group LLC 6.80% — 40,835 $15.3M
Stonebrook Private Inc. 3.98% Add +2.5% 40,819 $15.3M
CFO4Life Group, LLC 2.58% Add +0.3% 40,813 $15.3M
Union Heritage Capital, LLC 5.69% No change 40,696 $15.3M
Shepherd Financial Partners LLC 1.79% Add +9.5% 40,668 $15.3M
Wright Investors Service Inc. 5.04% Add +5.8% 40,647 $15.3M
Bonness Enterprises Inc. 4.97% Reduce -0.5% 40,600 $15.2M
Hamilton Capital Partners, LLC 9.65% Add +52.3% 40,589 $15.2M
Montag & Caldwell, LLC 3.53% Reduce -26.9% 40,568 $15.2M
Impact Asset Management GmbH 5.97% Reduce -19.1% 40,561 $15.2M
Concord Wealth Partners 2.49% Reduce -7.7% 40,468 $15.2M
Brown Miller Wealth Management, LLC 5.26% Add +5.8% 40,468 $15.2M
Westover Capital Advisors, LLC 3.37% Reduce -0.6% 40,461 $15.2M
MSA Advisors, LLC 3.89% Add +6.7% 40,440 $15.2M
LM Advisors LLC 2.75% Add +10.2% 40,432 $15.2M
Pennant Select, LLC 11.80% Add +98.0% 40,400 $15.2M
Teamwork Financial Advisors, LLC 2.09% Reduce -46.6% 40,394 $15.2M
World Equity Group, Inc. 4.33% Reduce -38.1% 38,102 $15.2M
CoreCap Advisors, LLC 0.67% Add +2.9% 40,362 $15.2M
Jackson Hole Capital Partners, LLC 3.00% Reduce -1.5% 40,237 $15.1M
L & S Advisors Inc 2.13% Reduce -19.8% 40,207 $15.1M
Greater Midwest Financial Group, LLC 10.51% Add +1.9% 40,184 $15.1M
BW Gestao de Investimentos Ltda. 1.70% Reduce -5.1% 40,106 $15.1M
Nilsine Partners, LLC 1.65% Add +1.1% 40,087 $15.0M
Bill Few Associates, Inc. 5.37% Add +0.2% 40,060 $15.0M
Alight Capital Management LP 7.92% No change 40,000 $15.0M
Sandbox Financial Partners, LLC 5.29% Reduce -3.0% 39,943 $15.0M
Udine Wealth Management, Inc. 10.03% Add +5.1% 39,941 $15.0M
Aviance Capital Partners, LLC 2.10% Add +1.2% 39,718 $14.9M
Cache Advisors, LLC 5.72% Add +17.4% 39,698 $14.9M
Twin Tree Management, LP 0.33% Reduce -63.2% 39,691 $14.9M
Tradewinds, LLC. 4.20% Reduce -0.9% 39,678 $14.9M
Investment Advisory Services Inc. /TX 5.38% Reduce -11.9% 39,655 $14.9M
Money Concepts Capital Corp. 1.11% Reduce -43.8% 39,582 $14.9M
Inlet Private Wealth, LLC 3.85% Reduce -0.4% 39,495 $14.8M
Advisory Alpha, LLC 0.50% Add +11.7% 39,472 $14.8M
Consolidated Portfolio Review Corp 2.37% Add +9.2% 39,455 $14.8M
Quent Capital, LLC 1.55% Reduce -3.9% 39,415 $14.8M
Stokes Capital Advisors, LLC 3.76% Add +2.6% 39,384 $14.8M
Columbia Bank 5.11% Add +2.4% 39,340 $14.8M
Brookwood Investment Group LLC 2.54% — 39,328 $14.8M
Guardian Wealth Advisors, LLC / NC 1.18% Add +2.8% 39,323 $14.8M
Searle & Co. 4.21% Add +0.2% 39,277 $14.7M
Jupiter Wealth Management LLC 8.92% Reduce -9.9% 32,082 $14.7M
Grandview Asset Management LLC 5.59% Reduce -0.1% 39,213 $14.7M
Richard C. Young & CO., LTD. 1.58% Add +3.1% 39,154 $14.7M
Moser Wealth Advisors, LLC 7.69% Reduce -1.0% 39,071 $14.7M
Codex Capital Asset Management L.L.C. 6.91% No change 39,000 $14.7M
Nan Fung Trinity (hk) Ltd. 2.32% Add +51.8% 39,000 $14.6M
Intellus Advisors LLC 2.55% Add +2.1% 38,949 $14.6M
Lincoln Capital LLC 3.05% Add +0.3% 39,829 $14.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.27% Add +5.3% 38,892 $14.6M
GPS Wealth Strategies Group, LLC 1.97% Reduce -29.8% 38,845 $14.6M
Amova Asset Management Americas, Inc. 0.19% Add +32.1% 38,885 $14.6M
Patriot Financial Group Insurance Agency, LLC 1.95% Add +7.3% 38,815 $14.6M
Nvwm, LLC 3.87% Add +2.0% 38,772 $14.6M
Avidian Wealth Enterprises, LLC 0.65% Reduce -1.9% 38,766 $14.6M
Gibraltar Capital Management, Inc. 3.14% Add +29.3% 38,730 $14.5M
44 Wealth Management LLC 5.46% Add +5.1% 38,717 $14.5M
Potrero Capital Research LLC 7.14% No change 38,694 $14.5M
Brave Asset Management Inc. 4.56% Add +0.2% 38,647 $14.5M
Puzo Michael J 4.15% Add +1.1% 38,619 $14.5M
Bedel Financial Consulting, Inc. 2.08% Reduce -1.5% 33,421 $14.5M
Castellan Group 4.05% Add +89.4% 38,567 $14.5M
Asset Dedication, LLC 1.17% Reduce -3.4% 38,530 $14.5M
Roberts Wealth Advisors, LLC 4.46% Add +0.1% 38,510 $14.5M
Aljian Capital Management, LLC 3.44% Add +3.0% 38,506 $14.5M
Old Second National Bank of Aurora 3.40% Reduce -1.0% 38,501 $14.5M
Seaview Investment Managers LLC 3.51% Add +43.5% 38,483 $14.4M
Torray Investment Partners LLC 2.15% Reduce -1.4% 38,456 $14.4M
M Holdings Securities, Inc. 2.40% Add +7.3% 38,356 $14.4M
Beutel, Goodman & Co Ltd. 0.08% Add +7568.4% 38,342 $14.4M
Ascentis Independent Advisors 2.85% Reduce -1.8% 38,329 $14.4M
Walter & Keenan Wealth Management LLC /in/ 4.33% Add +2.1% 38,300 $14.4M
Dover Advisors, LLC 6.26% Add +18.4% 38,294 $14.4M
Quantbot Technologies LP 0.46% Add +127.1% 38,273 $14.4M
Jacobson & Schmitt Advisors, LLC 2.94% Add +83.0% 38,272 $14.4M
Grove Bank & Trust 1.92% Add +8.0% 38,214 $14.3M
Allegiance Financial Group Advisory Services LLC 4.36% Reduce -6.0% 38,210 $14.3M
Alta Advisers Ltd 6.10% Add +54.5% 38,194 $14.3M
Enterprise Bank & Trust Co 5.53% Add +1.9% 38,169 $14.3M
Resonant Capital Advisors, LLC 1.00% Add +1.5% 38,154 $14.3M
Texas Bank & Trust Co 6.06% Reduce -0.6% 38,150 $14.3M
Shikiar Asset Management Inc. 4.77% Reduce -1.8% 38,096 $14.3M
111 Capital 2.75% Reduce -6.7% 38,028 $14.3M
Greystone Financial Group, LLC 2.59% Add +6.0% 38,000 $14.3M
Argonautica Private Wealth Management, Inc. 4.90% Reduce -0.6% 37,998 $14.3M
Capital Investment Counsel, LLC 2.36% Reduce -0.5% 37,933 $14.2M
Kelleher Financial Advisors 5.67% Reduce -6.0% 37,897 $14.2M
Strategic Global Advisors, LLC 2.82% Reduce -3.1% 37,891 $14.2M
BNC Wealth Management, LLC 5.12% Add +1.9% 37,821 $14.2M
Tranquility Partners, LLC 5.48% Add +0.3% 37,813 $14.2M
Apriem Advisors 1.66% Reduce -7.1% 37,807 $14.2M
Kemnay Advisory Services Inc. 2.67% Add +39.3% 37,807 $14.2M
SeaBridge Investment Advisors LLC 3.06% Reduce -9.7% 37,805 $14.2M
Herold Advisors, Inc. 3.11% Reduce -0.9% 37,757 $14.2M
First National Bank & Trust Co. of Newtown 2.98% Reduce -0.8% 37,714 $14.2M
Heritage Wealth Management, Inc. 4.80% Reduce -2.9% 37,539 $14.1M
Bell Bank 0.76% Add +6.4% 37,535 $14.1M
Fischer Financial Services, Inc. 4.54% Add +1.9% 37,505 $14.1M
Costello Asset Management, INC 5.71% Add +44.8% 37,484 $14.1M
Accredited Investors Inc. 0.87% Reduce -0.3% 37,467 $14.1M
Alaska Permanent Fund Corp 0.20% No change 35,576 $14.1M
Mattern Capital Management, LLC 1.79% Reduce -3.9% 37,432 $14.1M
Kapitalo Investimentos Ltda 2.85% Add +33.5% 37,425 $14.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.14% Add +0.3% 37,076 $14.0M
TLW Wealth Management, LLC 8.42% Add +1.1% 37,355 $14.0M
Waterloo Capital, L.P. 1.30% Add +17.6% 37,307 $14.0M
Advisor Resource Council 1.13% New 47,411 $14.0M
Hall Capital Management Co. Inc. 6.48% Add +4.0% 37,283 $14.0M
Benedict Financial Advisors Inc. 3.24% Reduce -3.1% 37,282 $14.0M
Arrow Financial Corp 1.56% Reduce -35.5% 37,272 $14.0M
Capital Investment Advisory Services, LLC 1.25% Add +2.7% 37,129 $13.9M
Impact Capital Partners LLC 5.04% Add +1.4% 37,081 $13.9M
NBW Capital LLC 3.08% Reduce -24.1% 37,030 $13.9M
Plancorp, LLC 0.55% Add +7.0% 36,974 $13.9M
Horan Capital Advisors, LLC. 4.68% Add +1.1% 36,942 $13.9M
Royal Fund Management, LLC 1.65% Reduce -0.7% 36,614 $13.9M
Central Bank & Trust Co. 2.31% Add +3.8% 36,900 $13.9M
Birinyi Associates Inc. 4.47% Reduce -6.6% 36,890 $13.8M
Strait & Sound Wealth Management LLC 6.43% Add +12.8% 36,831 $13.8M
Simplex Trading, LLC 0.49% Add +1316.7% 36,777 $13.8M
Founders Financial Securities LLC 1.17% Add +16.9% 35,217 $13.8M
HWG Holdings LP 6.14% Reduce -27.5% 36,691 $13.8M
Heathbridge Capital Management Ltd. 5.59% Reduce -1.4% 36,645 $13.8M
Ausdal Financial Partners, Inc. 1.04% Add +9.2% 36,635 $13.8M
Rockbridge Asset Management LLC 8.41% Reduce -29.4% 36,620 $13.7M
Trust Point Inc. 1.25% Reduce -27.9% 36,597 $13.7M
DLK Investment Management, LLC 5.75% Add +2.2% 36,571 $13.7M
Platform Technology Partners 4.00% Reduce -1.6% 36,555 $13.7M
Selway Asset Management 5.66% Reduce -0.3% 36,554 $13.7M
Huber Capital Management LLC 2.58% Add +19.6% 36,543 $13.7M
Mitchell McLeod Pugh & Williams Inc. 2.83% Add +0.4% 36,437 $13.7M
Advisor OS, LLC 1.56% Reduce -6.3% 36,431 $13.7M
Towne Trust Company, N.A 4.80% Reduce -2.4% 36,406 $13.7M
Round Rock Advisors LLC 2.53% Reduce -0.8% 36,387 $13.7M
Jackson Square Capital, LLC 4.43% Reduce -31.1% 36,311 $13.6M
Amiral Gestion 7.50% Add +371.9% 36,310 $13.6M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 8.49% Reduce -33.6% 36,026 $13.6M
InvesTrust 3.72% Reduce -1.1% 36,234 $13.6M
Lafayette Investments, Inc. 2.87% Add +1.2% 36,173 $13.6M
Portland Global Advisors LLC 1.71% Reduce -1.4% 36,172 $13.6M
Cornerstone Advisory, LLC 1.58% Reduce -3.0% 31,331 $13.6M
Marshall & Sullivan Inc. 6.88% Reduce -1.4% 36,086 $13.5M
Kesler, Norman & Wride, LLC 2.57% Add +2.1% 36,040 $13.5M
Pegasus Asset Management, Inc. 5.41% Reduce -0.8% 36,013 $13.5M
Sovran Advisors, LLC 1.75% Add +50.3% 36,610 $13.5M
Bellwether Advisors, LLC 2.81% Reduce -24.4% 35,823 $13.4M
Ervin Investment Management, LLC 9.04% Add +0.3% 35,703 $13.4M
Citizens National Bank Trust Department 2.86% Add +1.8% 35,690 $13.4M
Strategic Investment Advisors / MI 1.42% Add +1.3% 35,679 $13.4M
FACT Capital, LP 6.36% No change 35,649 $13.4M
Apollon Financial, LLC 3.17% Add +1.9% 35,616 $13.4M
Aries Wealth Management 3.63% Add +2.5% 35,570 $13.4M
Broadwater Capital Management LLC 10.44% Reduce -1.5% 35,549 $13.3M
Torque Asset Management LLC 6.43% Add +29.5% 35,543 $13.3M
North Point Portfolio Managers Corp. 2.34% Add +578.8% 35,494 $13.3M
Vishria Bird Financial Group, LLC 4.53% Reduce -1.6% 35,492 $13.3M
McGinn Penninger Investment Management, Inc. 8.72% Reduce -0.8% 35,479 $13.3M
Tradition Wealth Management, LLC 1.17% Add +0.8% 35,415 $13.3M
American Trust 3.27% Reduce -15.8% 35,301 $13.3M
Cove Private Wealth, LLC 7.09% Add +17.8% 35,294 $13.2M
Biltmore Family Office, LLC 2.26% Add +6.8% 35,267 $13.2M
CV Advisors LLC 4.65% Add +6.3% 35,273 $13.2M
Texas Capital Bank Wealth Management Services Inc 1.34% Add +12.2% 35,206 $13.2M
Westmount Partners, LLC 4.03% Reduce -3.5% 35,200 $13.2M
In-Depth Partners, LLC 15.15% Add +14.9% 35,169 $13.2M
Consolidated Capital Management, LLC 5.48% Add +2.9% 35,140 $13.2M
Punch & Associates Investment Management, Inc. 0.88% Reduce -1.9% 35,103 $13.2M
Humankind Investments LLC 3.41% Add +0.6% 35,002 $13.1M
First Sabrepoint Capital Management LP 5.50% No change 35,000 $13.1M
Kidder Stephen W 4.10% Reduce -0.8% 35,000 $13.1M
Northwest Bancshares, Inc. 2.41% Reduce -1.1% 34,976 $13.1M
First Bank & Trust 2.54% Add +0.1% 34,968 $13.1M
Evelyn Partners Investment Management (Europe) Ltd 4.91% Reduce -1.0% 34,965 $13.1M
Harrell Investment Partners, LLC 3.88% Add +0.3% 34,888 $13.1M
SOA Wealth Advisors, LLC. 2.73% Add +203.7% 126,800 $13.1M
TFR Capital, LLC. 5.43% Add +17.3% 34,765 $13.1M
L2 Asset Management, LLC 2.68% Add +11.1% 34,764 $13.1M
Raab & Moskowitz Asset Management LLC 3.28% Reduce -3.5% 34,672 $13.0M
Bank of New Hampshire 3.41% Reduce -1.5% 34,668 $13.0M
Nicholas Investment Partners, LP 1.51% Reduce -13.1% 34,666 $13.0M
Abbot Financial Management, Inc. 6.72% Reduce -0.9% 34,529 $13.0M
Patton Albertson Miller Group, LLC 1.92% Add +21.4% 34,527 $13.0M
First National Bank of Mount Dora, Trust Investment Services 3.17% Add +11.4% 34,507 $13.0M
Cadinha & Co. LLC 2.78% Reduce -35.6% 34,479 $12.9M
Zullo Investment Group, Inc. 5.54% Reduce -0.3% 34,444 $12.9M
TRUE Private Wealth Advisors 1.57% Reduce -0.9% 34,427 $12.9M
Northwest Capital Management Inc 5.31% Reduce -3.6% 34,394 $12.9M
TCI Wealth Advisors, Inc. 1.03% Reduce -1.5% 34,387 $12.9M
Lummis Asset Management, LP 8.96% Add +162.2% 33,456 $12.9M
Ravenstone Capital Management Inc. 7.50% Add +2.5% 34,355 $12.9M
Atlas Capital Advisors Inc. 1.61% Reduce -39.6% 34,340 $12.9M
Gifford Fong Associates 3.20% No change 34,302 $12.9M
GCQ FUNDS MANAGEMENT PTY Ltd 3.16% New 34,282 $12.9M
Hennion & Walsh Asset Management, Inc. 0.57% Add +3.5% 34,249 $12.9M
Legacy Financial Advisors, Inc. 2.15% Reduce -3.2% 34,238 $12.9M
LMG Wealth Partners, LLC 2.86% Reduce -0.1% 34,181 $12.8M
Bearing Point Capital, LLC 2.73% Add +0.4% 34,097 $12.8M
Advanced Asset Management Advisors Inc 3.51% Add +0.0% 34,050 $12.8M
Somerset Trust Co 4.54% Add +3.9% 33,991 $12.8M
Banco BTG Pactual S.A. 3.17% Reduce -15.6% 33,878 $12.7M
Pinnacle Wealth Planning Services, Inc. 1.91% Add +2.9% 33,873 $12.7M
DCM Advisors, LLC 6.78% Reduce -14.7% 34,333 $12.7M
Ashton Thomas Securities, LLC 3.53% Reduce -0.6% 32,895 $12.7M
Perennial Investment Advisors, LLC 1.43% Add +8.3% 33,798 $12.7M
Parker Investment Management, LLC 2.27% Reduce -1.5% 33,783 $12.7M
Brentview Investment Management LLC 6.74% Add +4.6% 33,738 $12.7M
Miller Investment Management, LP 1.40% Reduce -0.8% 33,668 $12.6M
Hollow Brook Wealth Management LLC 3.72% Reduce -2.5% 33,563 $12.6M
Strong Tower Advisory Services 3.10% Add +10.9% 35,195 $12.6M
Founders Financial Alliance, LLC 3.05% Add +6.7% 33,524 $12.6M
Garrison Point Advisors, LLC 6.10% Reduce -0.7% 33,517 $12.6M
Affinity Wealth Management LLC 2.33% Add +0.6% 33,496 $12.6M
ICONIQ Capital, LLC 0.22% Add +6.3% 33,432 $12.6M
Olde Wealth Management, LLC 4.43% Reduce -0.7% 33,428 $12.5M
ExodusPoint Capital Management, LP 0.17% Add +75.7% 33,368 $12.5M
NatWest Group plc 3.68% Add +5.3% 33,213 $12.5M
Bradyco, Inc. 9.44% Reduce -5.2% 33,131 $12.4M
Financial Perspectives, Inc 4.26% Reduce -1.3% 33,110 $12.4M
1248 Management, LLC 5.31% Add +0.1% 33,113 $12.4M
NFSG Corp 3.01% Add +8.5% 33,004 $12.4M
Baldwin Investment Management, LLC 1.49% Add +7.3% 32,970 $12.4M
Mirador Capital Partners LP 2.16% Add +4.4% 32,899 $12.3M
Builder Investment Group Inc. 3.51% Reduce -0.1% 32,887 $12.3M
Legacy Edge Advisors, LLC 1.93% Add +0.6% 32,882 $12.3M
Birch Capital Management, LLC 6.40% Reduce -2.0% 32,776 $12.3M
Dudley Capital Management, LLC 6.57% Reduce -1.0% 32,758 $12.3M
BankPlus Trust Department 4.10% Reduce -0.4% 32,754 $12.3M
Carnegie Lake Advisors LLC 4.97% Reduce -1.5% 32,614 $12.2M
Artemis Wealth Advisors, LLC 2.20% Reduce -21.6% 32,605 $12.2M
Bison Wealth, LLC 1.14% Add +72.3% 31,851 $12.2M
Chronos Wealth Management, LLC 6.56% Reduce -0.9% 32,581 $12.2M
Fortis Capital Advisors, LLC 2.48% Reduce -8.3% 32,565 $12.2M
Marks Group Wealth Management, Inc 1.17% Add +1.4% 32,510 $12.2M
KPP Advisory Services LLC 2.32% Add +18.0% 32,461 $12.2M
Ignite Planners, LLC 2.39% Add +17.5% 28,644 $12.2M
Stanley-Laman Group, Ltd. 1.87% Reduce -1.2% 32,391 $12.2M
Hudson Value Partners, LLC 4.57% Reduce -4.9% 32,390 $12.2M
Gladius Capital Management LP 11.98% Reduce -38.4% 32,359 $12.1M
John G Ullman & Associates Inc. 1.87% Add +1.0% 32,290 $12.1M
GKV Capital Management Co., Inc. 6.01% Reduce -20.8% 32,252 $12.1M
Tyche Wealth Partners LLC 2.62% Reduce -0.4% 32,250 $12.1M
Sone Capital Management, LLC 1.25% Add +419.6% 32,245 $12.1M
Muhlenkamp & Co. Inc. 3.96% Add +0.6% 32,241 $12.1M
Shorepoint Capital Partners LLC 2.74% Add +2.5% 32,218 $12.1M
Evexia Wealth LLC 4.39% Add +0.1% 30,943 $12.1M
Once Capital Management, LLC 5.50% Add +7.7% 32,100 $12.1M
Alpha Family Trust 7.03% Add +0.0% 32,072 $12.0M
Northside Capital Management, LLC 1.95% Reduce -2.4% 31,979 $12.0M
Quotient Wealth Partners, LLC 0.38% Reduce -3.6% 31,978 $12.0M
Chatham Capital Group, Inc. 2.00% Add +1.4% 31,931 $12.0M
Citizens & Northern Corp. 3.38% Reduce -2.1% 31,921 $12.0M
Paragon Private Wealth Management, LLC 5.56% Add +1.8% 31,918 $12.0M
Carroll Investors, Inc 7.97% Add +0.6% 31,847 $12.0M
Personal Cfo Solutions, LLC 2.43% Add +3.1% 31,837 $12.0M
Caas Capital Management LP 5.67% Add +156.6% 31,815 $11.9M
Boit C F David 5.99% No change 31,804 $11.9M
Asio Capital, LLC 2.31% Add +2.4% 31,791 $11.9M
Sonata Capital Group Inc. 5.19% Reduce -1.1% 31,766 $11.9M
PGIM Custom Harvest LLC 0.28% Add +49.4% 31,741 $11.9M
Maestria Partners LLC 5.02% No change 31,650 $11.9M
Next Century Growth Investors LLC 1.05% Reduce -23.8% 31,564 $11.8M
Argentarii, LLC 5.86% Add +4.3% 31,480 $11.8M
Midland Wealth Advisors, LLC 0.70% Reduce -2.9% 31,452 $11.8M
FWL Investment Management, LLC 4.38% Reduce -0.1% 31,442 $11.8M
PARUS FINANCE (UK) Ltd 4.03% Reduce -6.3% 31,413 $11.8M
Kathmere Capital Management, LLC 1.00% Add +11.8% 31,412 $11.8M
Oxler Private Wealth LLC 4.14% Reduce -0.1% 31,393 $11.8M
Winthrop Advisory Group LLC 1.42% Reduce -14.8% 31,388 $11.8M
FCG Investment Co 7.40% Add +1.8% 31,382 $11.8M
Old Port Advisors 3.49% Reduce -3.1% 31,334 $11.8M
Buckhead Capital Management LLC 3.77% Reduce -1.8% 31,333 $11.8M
Fourpath Capital Management, LLC 2.04% Reduce -2.0% 31,282 $11.7M
CNB Bank 5.94% Add +3.4% 31,235 $11.7M
McIntyre Freedman & Flynn Investment Advisers Inc. 8.62% Reduce -0.6% 31,223 $11.7M
MV Capital Management, Inc. 1.26% Add +7.7% 31,218 $11.7M
Glassy Mountain Advisors, Inc. 4.15% Reduce -2.5% 31,215 $11.7M
WealthShield Partners, LLC 1.51% Add +30.3% 31,200 $11.7M
Enclave Advisors LLC 2.00% Reduce -20.9% 31,150 $11.7M
Ayrshire Capital Management LLC 5.65% Add +6.5% 31,101 $11.7M
Buck Wealth Strategies, LLC 2.12% Add +16.8% 31,068 $11.7M
NORTHSTAR ASSET MANAGEMENT Co 2.82% Add +0.3% 31,059 $11.7M
Crews Bank & Trust 1.99% Reduce -0.9% 31,025 $11.6M
Virtue Capital Management, LLC 1.36% Add +49.3% 31,074 $11.6M
Monument Capital Management 3.57% Reduce -1.6% 30,932 $11.6M
Wimmer Associates 1, LLC 6.12% Reduce -3.9% 25,817 $11.6M
Armstrong Advisory Group, Inc. 0.93% No change 27,506 $11.6M
Seneca House Advisors 4.93% Add +1.2% 30,784 $11.6M
Dark Forest Capital Management LP 0.53% Add +4572.6% 30,699 $11.5M
MCF Advisors LLC 0.83% Reduce -2.3% 30,693 $11.5M
White Pine Capital LLC 3.98% Add +1.0% 30,642 $11.5M
Connable Office Inc. 1.22% Reduce -14.5% 30,582 $11.5M
MIdWestOne Financial Group, Inc. 1.63% Reduce -0.8% 30,581 $11.5M
Financial Security Advisor, Inc. 2.91% Add +1.9% 30,560 $11.5M
TFG Advisers LLC 4.16% Reduce -0.5% 30,533 $11.5M
LVW Advisors, LLC 1.38% Add +3.7% 30,449 $11.4M
Klingman & Associates, LLC 0.70% Add +4.8% 30,257 $11.4M
Telos Capital Management, Inc. 1.24% Reduce -3.0% 30,240 $11.4M
Stonebridge Financial Group, LLC 1.21% Reduce -2.2% 30,185 $11.3M
Roman Butler Fullerton & Co. 4.42% Reduce -5.4% 29,376 $11.3M
Fort Point Capital Partners LLC 1.27% Reduce -6.1% 30,163 $11.3M
Delta Financial Advisors LLC 4.25% Reduce -0.7% 30,134 $11.3M
Drexel Morgan & Co. 2.37% No change 30,129 $11.3M
Uncommon Cents Investing LLC 3.31% Reduce -1.6% 30,107 $11.3M
ARK Investment Management 0.11% Reduce -2.3% 30,040 $11.3M
Corecam Pte. Ltd. 6.18% Add +70.5% 30,010 $11.3M
General Pension Society PZU Joint Stock Co 3.77% No change 30,000 $11.3M
Kentucky Farm Bureau Mutual Insurance Co 2.65% No change 30,000 $11.3M
CPC Advisors, LLC 1.55% Reduce -27.9% 29,940 $11.2M
Quadcap Wealth Management, LLC 1.63% Add +0.1% 29,929 $11.2M
Brown, Lisle/Cummings, Inc. 3.25% Add +0.3% 29,904 $11.2M
WealthTrust Axiom LLC 3.42% Reduce -1.9% 29,903 $11.2M
Essex Bank 2.76% Add +4.6% 29,900 $11.2M
Seizert Capital Partners, LLC 0.51% Reduce -0.7% 29,885 $11.2M
Westwood Wealth Management 4.84% Add +2.4% 29,879 $11.2M
Okabena Investment Services Inc. 2.82% Add +10.4% 29,879 $11.2M
Magnus Financial Group LLC 1.09% Reduce -0.4% 29,875 $11.2M
Wynn Capital, LLC 6.64% Add +145.0% 29,788 $11.2M
Dumont & Blake Investment Advisors LLC 3.13% Reduce -0.7% 29,781 $11.2M
Pine Haven Investment Counsel, Inc 9.38% Reduce -0.3% 29,770 $11.2M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5.27% Add +25.4% 29,749 $11.2M
Optas, LLC 1.94% Reduce -3.7% 29,738 $11.2M
Mission Creek Capital Partners, Inc. 2.71% Reduce -18.3% 29,702 $11.1M
Chapman Investment Management, LLC 8.31% Reduce -0.1% 29,645 $11.1M
Finer Wealth Management, Inc. 6.67% Add +0.6% 29,636 $11.1M
Castle Rock Wealth Management, LLC 3.00% Reduce -10.8% 29,152 $11.1M
True North Advisors, LLC 1.97% Reduce -6.5% 29,590 $11.1M
Orca Investment Management, LLC 11.10% Reduce -0.5% 29,576 $11.1M
Newman Dignan & Sheerar, Inc. 3.03% Reduce -2.6% 29,553 $11.1M
Clear Creek Financial Management, LLC 1.15% Add +4.3% 29,546 $11.1M
Destiny Wealth Partners, LLC 1.76% Add +5.1% 29,536 $11.1M
Glass Wealth Management Co LLC 6.63% Reduce -2.3% 29,427 $11.0M
RDA Financial Network 3.28% Add +4.0% 29,322 $11.0M
AIMZ Investment Advisors, LLC 3.84% Add +1.8% 29,321 $11.0M
CGN Advisors LLC 1.08% Reduce -4.8% 29,274 $11.0M
Ellevest, Inc. 0.73% Reduce -7.8% 29,231 $11.0M
Atlas Wealth LLC 5.98% Add +1.9% 29,200 $11.0M
Slagle Financial, LLC 4.86% Add +2.6% 29,141 $10.9M
SPC Financial, Inc. 0.96% Add +0.3% 29,114 $10.9M
Cambridge Advisors Inc. 2.39% Add +0.0% 29,080 $10.9M
Harbour Capital Advisors, LLC 2.70% Reduce -1.7% 29,245 $10.9M
Nicolet Bankshares Inc. 2.19% Reduce -5.8% 29,038 $10.9M
Capital Market Strategies LLC 7.32% Reduce -6.9% 29,033 $10.9M
Wrapmanager Inc. 2.86% Reduce -0.1% 29,029 $10.9M
Callan Capital, LLC 0.81% Reduce -0.1% 28,998 $10.9M
Heartland Bank & Trust Co 5.58% Add +24.6% 28,957 $10.9M
Global Wealth Management Investment Advisory, Inc. 2.17% Add +8.8% 28,956 $10.9M
Avalon Capital Management 3.15% Reduce -22.9% 28,917 $10.9M
Chesapeake Wealth Management 3.87% Reduce -1.9% 28,909 $10.9M
Capital Advisors Wealth Management, LLC 1.92% Add +15.3% 28,886 $10.8M
Southeast Asset Advisors, LLC 1.33% Reduce -21.3% 28,860 $10.8M
New Millennium Group LLC 7.11% Reduce -37.3% 28,859 $10.8M
S.E.E.D. Planning Group LLC 3.65% Add +7.5% 28,840 $10.8M
Sentry LLC 2.10% Add +7.2% 28,793 $10.8M
Integrated Investment Consultants, LLC 2.15% Add +6.1% 28,788 $10.8M
Schonfeld Strategic Advisors LLC 0.07% Reduce -81.4% 28,767 $10.8M
Town & Country Bank & Trust CO dba First Bankers Trust CO 4.26% Add +0.9% 28,753 $10.8M
Gardner Lewis Asset Management L P 2.60% Reduce -10.1% 28,709 $10.8M
Financial Partners Group, LLC 4.68% Reduce -4.0% 28,708 $10.8M
Penn Davis McFarland Inc. 1.28% Reduce -0.9% 28,701 $10.8M
Financial Advocates Investment Management 0.76% Reduce -75.4% 28,678 $10.8M
OV Management LLC 5.04% Reduce -0.2% 28,671 $10.8M
Transatlantique Private Wealth LLC 4.29% Reduce -3.7% 28,664 $10.8M
Greenwoods Asset Management Hong Kong Ltd. 0.33% Reduce -83.9% 28,650 $10.8M
Lorne Steinberg Wealth Management Inc. 3.13% Add +0.5% 28,644 $10.8M
XXEC, Inc. 9.31% Reduce -3.5% 28,626 $10.7M
Am Investment Strategies LLC 2.60% Add +97.8% 28,505 $10.7M
Siren, L.L.C. 0.60% Add +23.9% 28,500 $10.7M
Key Financial Inc 2.33% Reduce -0.6% 28,486 $10.7M
Kensington Investment Counsel, LLC 4.75% Add +3.1% 28,481 $10.7M
Cherry Creek Investment Advisors, Inc. 5.56% Reduce -1.2% 28,469 $10.7M
White Pine Investment CO 2.88% Reduce -1.6% 28,452 $10.7M
Bedell Frazier Investment Counselling, LLC 2.72% Reduce -1.9% 28,447 $10.7M
Chancellor Financial Group WB LP 8.87% Add +0.5% 28,445 $10.7M
BTG Pactual Asset Management US LLC 1.39% Add +29.4% 28,442 $10.7M
Eukles Asset Management 4.67% Add +1.1% 28,366 $10.6M
Windward Capital Management Co. 0.92% Reduce -8.3% 28,360 $10.6M
Bank Ozk 4.43% Add +2.8% 28,358 $10.6M
Argyle Capital Management, LLC 3.95% No change 28,346 $10.6M
Roanoke Asset Management Corp./ NY 3.67% Add +1.1% 28,334 $10.6M
Beacon Investment Advisors LLC 5.02% Add +0.3% 28,312 $10.6M
McDonough Capital Management, Inc 6.93% Add +1.6% 28,270 $10.6M
Nadler Financial Group, Inc. 1.17% Reduce -8.2% 28,253 $10.6M
Front Row Advisors LLC 4.07% Reduce -4.8% 28,241 $10.6M
Sax Wealth Advisors, LLC 0.76% Reduce -2.1% 28,145 $10.6M
Concord Asset Management, LLC 2.33% Reduce -12.7% 28,181 $10.6M
Zweig-DiMenna Associates LLC 1.69% Reduce -71.0% 28,100 $10.5M
ZEGA Investments, LLC 3.10% Reduce -13.6% 28,098 $10.5M
Summa Corp. 6.09% Reduce -18.2% 28,066 $10.5M
Harrington Investments, INC 5.99% Reduce -0.6% 28,065 $10.5M
LRI Investments, LLC 1.02% Reduce -1.8% 54,351 $10.5M
Sonoma Private Wealth LLC 14.61% Add +326.1% 28,062 $10.5M
Brick & Kyle, Associates 4.86% Add +2.4% 27,929 $10.5M
Peak Planning Group, LLC 4.43% Reduce -3.4% 28,043 $10.5M
Beck Capital Management, LLC 3.09% Reduce -3.1% 27,997 $10.5M
KG Capital Management 3.40% Add +15.8% 27,959 $10.5M
Revolve Wealth Partners, LLC 1.52% Add +0.8% 27,917 $10.5M
Arlington Trust Co LLC 2.22% Reduce -0.6% 27,882 $10.5M
Chickasaw Capital Management LLC 0.40% Reduce -0.2% 27,833 $10.4M
Tiemann Investment Advisors, LLC 4.74% Reduce -2.8% 27,820 $10.4M
Alpine Woods Capital Investors, LLC 2.62% Reduce -22.2% 27,805 $10.4M
Menlo Advisors LLC 4.96% Reduce -0.4% 27,787 $10.4M
Founders Capital Management 6.75% Add +6.1% 27,786 $10.4M
Oarsman Capital, Inc. 1.87% Reduce -0.3% 27,759 $10.4M
Councilmark Asset Management, LLC 7.03% Reduce -0.4% 27,731 $10.4M
Keystone Financial Planning, Inc. 3.10% No change 27,718 $10.4M
Hardy Reed LLC 0.92% Add +0.7% 27,703 $10.4M
Fairfield, Bush & Co. 6.59% Add +1.0% 27,695 $10.4M
Signet Financial Management, LLC 1.40% Reduce -6.2% 27,636 $10.4M
Bulltick Wealth Management, LLC 2.75% Reduce -12.7% 27,606 $10.4M
Advisory Research Inc. 1.83% Reduce -4.4% 27,597 $10.4M
TBH Global Asset Management, LLC 1.99% Add +33.4% 27,575 $10.4M
Breakwater Investment Management 4.42% Add +0.1% 27,565 $10.3M
Cascades Capital Asset Management, LLC 5.70% Reduce -2.5% 27,525 $10.3M
Vista Capital Partners, Inc. 1.25% Reduce -5.2% 27,520 $10.3M
AssuredPartners Investment Advisors, LLC 1.99% Add +6.0% 27,503 $10.3M
Channel Wealth LLC 3.20% Add +5.0% 27,463 $10.3M
Wormser Freres Gestion 6.30% Add +47.6% 27,182 $10.3M
Members Trust Co 0.36% Add +0.7% 27,408 $10.3M
Retirement Planning Group, LLC 0.48% Add +16.7% 27,369 $10.3M
Allen Capital Group, LLC 1.18% Add +18.1% 27,362 $10.3M
Sandhill Capital Partners LLC 0.84% Add +0.6% 27,362 $10.3M
JB Capital LLC 0.57% Reduce -3.8% 27,358 $10.3M
WealthPlan Investment Management, LLC 1.01% Add +11.3% 27,337 $10.3M
Loudon Investment Management, LLC 5.86% Reduce -0.6% 27,336 $10.3M
Evanson Asset Management, LLC 0.73% Reduce -0.7% 27,322 $10.3M
Empire Financial Management Company, LLC 3.17% Reduce -0.1% 27,282 $10.2M
Consolidated Investment Group LLC 1.57% Reduce -3.1% 27,214 $10.2M
JT Stratford LLC 1.81% Reduce -13.9% 27,177 $10.2M
Huntleigh Advisors, Inc. 1.70% Reduce -1.1% 27,140 $10.2M
Fortitude Advisory Group L.L.C. 7.33% Reduce -3.2% 27,414 $10.2M
McHugh Group, LLC 7.82% Add +4.3% 27,129 $10.2M
Regent Peak Wealth Advisors LLC 2.40% Reduce -6.9% 27,129 $10.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.80% Reduce -7.1% 26,639 $10.2M
Bridge Creek Capital Management LLC 3.21% Add +1.4% 27,120 $10.2M
Greenfield Savings Bank 4.99% Add +0.0% 27,102 $10.2M
MGB Wealth Management, LLC 3.68% Add +0.5% 27,063 $10.2M
Ballast Advisors LLC 3.24% Reduce -0.7% 27,093 $10.2M
Brandywine Oak Private Wealth LLC 1.00% Reduce -2.8% 27,092 $10.2M
SFE Investment Counsel 2.03% Add +25.7% 27,090 $10.2M
RB Capital Management, LLC 2.58% Add +6.8% 27,048 $10.2M
Marathon Capital Management 2.72% Add +8.1% 27,040 $10.2M
VeraBank, N.A. 2.83% Reduce -1.6% 27,028 $10.1M
Meridian Investment Counsel Inc. 2.99% Reduce -0.2% 27,024 $10.1M
VCI Wealth Management LLC 4.25% Reduce -3.7% 27,012 $10.1M
Calydon Capital 1.88% Add +1.1% 26,993 $10.1M
Excalibur Management Corp. 3.97% Reduce -0.5% 26,904 $10.1M
Inspire Trust Co, N.A. 2.40% Add +22.1% 26,890 $10.1M
BKM Wealth Management, LLC 4.16% Add +0.2% 26,885 $10.1M
Cozad Asset Management Inc. 1.01% Reduce -52.2% 26,869 $10.1M
Blodgett Wealth Advisors, LLC 8.58% Reduce -3.8% 26,816 $10.1M
HERALD INVESTMENT MANAGEMENT Ltd 1.88% Add +5.9% 26,745 $10.0M
Signal Advisors Wealth, LLC 0.98% Add +12.7% 26,651 $10.0M
Mill Creek Capital Advisors, LLC 0.24% Reduce -4.7% 26,594 $10.0M
Linden Thomas Advisory Services, LLC 1.29% Add +8.1% 26,523 $10.0M
Childress Capital Advisors, LLC 2.88% Reduce -1.3% 26,501 $9.9M
Harmony Asset Management LLC 4.17% Reduce -0.6% 26,495 $9.9M
Triangle Securities Wealth Management 2.56% Reduce -0.3% 26,484 $9.9M
Buttonwood Financial Advisors Inc. 4.37% Add +1.8% 26,471 $9.9M
Accurate Wealth Management, LLC 1.89% Add +4.4% 25,554 $9.9M
Commonwealth Retirement Investments LLC 4.03% Add +2.7% 26,377 $9.9M
DGS Capital Management, LLC 2.61% Add +7.2% 26,359 $9.9M
Drive Wealth Management, LLC 2.32% Add +4.4% 26,348 $9.9M
Radnor Capital Management, LLC 1.66% Add +3.8% 26,328 $9.9M
Freemont Management S.A. 3.88% Add +47.8% 26,300 $9.9M
Lester Murray Antman dba SimplyRich 2.85% Reduce -0.1% 26,262 $9.9M
L.M. Kohn & Company 2.57% Reduce -1.9% 26,237 $9.8M
Interchange Capital Partners, LLC 2.76% Add +37.8% 26,234 $9.8M
Bank Hapoalim BM 1.48% Reduce -27.9% 26,203 $9.8M
JNBA Financial Advisors 1.02% Add +0.7% 26,161 $9.8M
Goodman Advisory Group, LLC 2.99% Reduce -14.0% 26,150 $9.8M
Penbrook Management LLC 7.38% Reduce -3.0% 26,007 $9.8M
Harbor Advisors LLC 1.69% No change 26,000 $9.8M
NovaPoint Capital, LLC 3.00% Reduce -0.4% 25,966 $9.7M
Mattson Financial Services, LLC 2.93% Add +29.0% 25,922 $9.7M
Lederer & Associates Investment Counsel 7.12% Add +1.4% 25,901 $9.7M
Parisi Gray Wealth Management 3.17% Add +5.8% 25,872 $9.7M
Canopy Partners, LLC 3.78% Reduce -1.7% 25,810 $9.7M
Barton Investment Management 1.19% Reduce -1.6% 25,775 $9.7M
Tradewinds Capital Management, LLC 2.58% Add +2.0% 25,676 $9.6M
Adero Partners, LLC 0.63% Add +21.2% 25,609 $9.6M
Bremer Bank National Association 1.71% Add +4.5% 25,561 $9.6M
Altfest L J & Co. Inc. 1.20% Reduce -7.8% 25,536 $9.6M
Advocate Group LLC 1.75% Add +1.0% 25,519 $9.6M
Cerro Pacific Wealth Advisors LLC 3.11% Reduce -2.7% 22,681 $9.6M
Liberty Capital Management, Inc. 2.12% Add +0.6% 25,411 $9.5M
Lineweaver Wealth Advisors, LLC 1.62% Add +9.4% 25,360 $9.5M
Settian Capital LP 7.40% No change 25,350 $9.5M
Cardiff Park Advisors, LLC 0.92% Reduce -7.7% 25,330 $9.5M
Wambolt & Associates, LLC 3.24% Reduce -6.9% 24,878 $9.5M
IFC Advisors LLC 1.98% Add +1.2% 25,325 $9.5M
Westside Investment Management, Inc. 2.02% Add +1.6% 25,250 $9.5M
Sterling Investment Advisors, Ltd. 2.28% Add +2.5% 25,304 $9.5M
Elwood Capital Partners LP 11.49% Add +29.5% 25,243 $9.5M
Main Street Financial Solutions, LLC 0.82% Reduce -33.1% 25,208 $9.5M
Valley Brook Capital Group, Inc. 7.42% Add +1.7% 25,195 $9.5M
Sawyer & Company, Inc 3.82% Reduce -7.7% 25,174 $9.4M
Trust Co. of Oklahoma 3.26% Reduce -11.0% 25,173 $9.4M
Richards, Merrill & Peterson, Inc. 4.91% Add +0.1% 25,144 $9.4M
Enhancing Capital LLC 7.53% Add +0.2% 25,085 $9.4M
LCNB Corp. 3.47% Add +5.2% 25,075 $9.4M
Keystone Wealth Services, LLC 2.54% Reduce -1.5% 25,002 $9.4M
Pacifica Partners Inc. 4.27% Reduce -0.9% 25,082 $9.4M
Aprio Wealth Management, LLC 1.17% Add +32.5% 24,914 $9.4M
Oak Hill Wealth Advisors, LLC 2.17% Reduce -2.8% 24,898 $9.3M
Chaney Capital Management, Inc. 4.16% Add +8.0% 24,894 $9.3M
Main Street Group, LTD 4.10% Add +1.4% 24,888 $9.3M
Eastover Investment Advisors LLC 4.51% Reduce -2.9% 24,881 $9.3M
HHM Wealth Advisors, LLC 1.26% Add +1.6% 24,841 $9.3M
Berbice Capital Management LLC 8.04% Add +2.9% 24,840 $9.3M
Prestige Wealth Management Group LLC 1.99% Reduce -6.5% 24,825 $9.3M
SGL Investment Advisors, Inc. 4.87% Add +0.5% 21,262 $9.3M
Enterprise Financial Services Corp 5.51% Reduce -5.6% 24,804 $9.3M
Naman Capital Ltda 3.65% No change 24,800 $9.3M
Citizens Business Bank 2.02% Add +31.8% 24,799 $9.3M
Louisbourg Investments Inc. 2.53% Add +5.1% 31,220 $9.3M
Benson Investment Management Company, Inc. 4.06% Reduce -10.7% 24,797 $9.3M
CVA Family Office, LLC 1.43% Add +2.5% 24,797 $9.3M
Cornerstone Enterprises, LLC 5.66% Add +0.2% 24,746 $9.3M
San Luis Wealth Advisors LLC 2.10% Reduce -16.0% 24,715 $9.3M
Freedom Investment Management, Inc. 0.78% Add +3.6% 24,703 $9.3M
Mount Vernon Associates Inc. 7.56% Add +0.4% 24,702 $9.3M
Franklin, Parlapiano, Turner & Welch, LLC 2.50% Add +0.2% 24,700 $9.3M
Smith, Moore & Co. 0.86% Reduce -9.1% 24,676 $9.3M
CORDA Investment Management, LLC. 0.73% Reduce -1.4% 24,616 $9.2M
OMC Financial Services LTD 4.15% Reduce -0.1% 24,612 $9.2M
Elgethun Capital Management 2.06% Add +1.8% 24,603 $9.2M
Tanager Wealth Management LLP 1.20% Add +6.0% 24,578 $9.2M
Capricorn Fund Managers Ltd 4.93% Add +121.7% 24,563 $9.2M
Leisure Capital Management 3.78% Add +0.5% 24,555 $9.2M
Austin Private Wealth, LLC 0.83% Add +2.5% 24,546 $9.2M
Pinnacle West Asset Management, Inc. 6.64% Add +0.2% 24,485 $9.2M
Caxton Associates LLP 0.32% — 24,466 $9.2M
Adirondack Trust Co. 3.59% Add +0.5% 24,449 $9.2M
Howard Financial Services, LTD. 1.25% Add +2.7% 24,443 $9.2M
Papamarkou Wellner Asset Management inc. 6.39% Reduce -2.1% 24,439 $9.2M
Diversified Enterprises, LLC 0.77% Add +34.8% 24,426 $9.2M
Investment Research & Advisory Group, Inc. 3.83% Add +0.5% 24,404 $9.2M
Redmond Asset Management, LLC 2.36% Add +0.2% 24,396 $9.2M
David J Yvars Group 7.20% Add +0.1% 24,372 $9.1M
Redwood Investment Management, LLC 0.99% Add +75.2% 24,336 $9.1M
Agate Pass Investment Management, LLC 3.91% Add +2.1% 24,317 $9.1M
Stenham Asset Management Ltd 3.71% — 24,300 $9.1M
Geneva Partners, LLC 4.70% Reduce -0.4% 24,298 $9.1M
Ar Asset Management Inc. 2.09% No change 24,279 $9.1M
Canton Hathaway, LLC 1.84% Add +45.7% 24,236 $9.1M
Wealth Preservation Advisors, LLC 6.50% — 24,216 $9.1M
Morningstar Investment Services LLC 1.66% Reduce -47.8% 24,172 $9.1M
Tandem Capital Management Corp. 5.06% Reduce -0.5% 24,139 $9.1M
Earned Wealth Advisors, LLC 1.99% Add +54.6% 24,129 $9.1M
Root Financial Partners, LLC 0.97% Add +50.5% 24,096 $9.1M
Hamel Associates, Inc. 3.07% Reduce -2.7% 24,079 $9.0M
First Command Advisory Services, Inc. 0.09% Reduce -0.6% 24,054 $9.0M
Great Diamond Partners, LLC 2.47% Reduce -5.5% 24,038 $9.0M
Hurlow Wealth Management Group, Inc. 2.81% Reduce -0.1% 23,987 $9.0M
Symmetry Investments LP 0.81% Reduce -26.0% 23,986 $9.0M
Chelsea Counsel Co. 4.87% Reduce -2.7% 23,880 $9.0M
Peregrine Asset Advisers, Inc. 3.35% Reduce -1.6% 24,048 $9.0M
Carderock Capital Management Inc. 2.37% Reduce -20.4% 23,818 $8.9M
Kinsale Capital Group, Inc. 2.20% Add +6.6% 23,806 $8.9M
Roberts Capital Advisors, LLC 7.82% Reduce -20.1% 23,777 $8.9M
Atlas Brown,Inc. 3.13% Reduce -1.9% 23,748 $8.9M
Center for Financial Planning, Inc. 1.14% Reduce -20.7% 23,731 $8.9M
Mezzasalma Advisors, LLC 3.07% Reduce -9.1% 23,661 $8.9M
Ceeto Capital Group, LLC 3.37% Add +4.4% 23,655 $8.9M
Lantz Financial LLC 2.43% Reduce -9.8% 23,630 $8.9M
Cim Investment Management Inc. 2.03% Reduce -2.1% 23,627 $8.9M
Red Cedar Investment Management, LLC 1.23% No change 23,625 $8.9M
Anb Bank 3.96% Add +0.0% 23,614 $8.9M
Retirement Solution LLC 2.51% Reduce -12.7% 23,612 $8.9M
Stableford Capital II LLC 3.75% Add +28.1% 24,076 $8.9M
Bradley & Co. Private Wealth Management, LLC 6.04% Reduce -4.9% 23,580 $8.9M
Ring Mountain Capital, LLC 6.65% Add +2.4% 23,569 $8.8M
First PREMIER Bank 2.24% Reduce -0.2% 23,498 $8.8M
Corsair Capital Management, L.P. 2.27% Reduce -0.3% 23,492 $8.8M
Regatta Capital Group, LLC 1.70% Add +5.9% 23,426 $8.8M
Eos Management, L.P. 3.96% Reduce -13.2% 23,425 $8.8M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 5.58% Add +30.2% 23,400 $8.8M
D'Orazio & Associates, Inc. 1.34% Reduce -0.2% 23,366 $8.8M
Compton Wealth Advisory Group, LLC 2.43% Reduce -5.0% 23,365 $8.8M
Jefferies Financial Group Inc. 0.16% Reduce -96.3% 23,347 $8.8M
Ami Investment Management Inc. 2.82% Add +5.1% 23,329 $8.8M
Trust Co of Kansas 4.66% Reduce -4.7% 23,310 $8.8M
General Partner, Inc. 5.70% Reduce -4.1% 23,301 $8.7M
Alliance Wealth Advisors, LLC 2.28% Reduce -1.4% 23,277 $8.7M
TTP Investments, Inc. 3.68% Reduce -0.1% 23,273 $8.7M
Moseley Investment Management Inc. 3.41% Add +0.5% 23,258 $8.7M
United Capital Management of KS, Inc. 1.80% Reduce -35.5% 23,245 $8.7M
Chesapeake Asset Management LLC 8.30% Add +1.3% 23,241 $8.7M
FSM Wealth Advisors, LLC 1.96% Add +8.4% 23,198 $8.7M
Wisconsin Capital Management LLC 5.54% Reduce -4.2% 23,176 $8.7M
Poehling Capital Management, INC. 2.20% Reduce -0.3% 23,174 $8.7M
Arax Advisory Partners 0.56% Reduce -22.7% 23,153 $8.7M
Annandale Capital, LLC 1.63% Add +0.1% 23,146 $8.7M
HRT Financial LP 0.06% Add +1023.4% 23,130 $8.7M
Peregrine Investment Management Inc. 6.47% Add +4.2% 23,107 $8.7M
Blue Edge Capital, LLC 1.39% Reduce -1.3% 23,098 $8.7M
Saranac Partners Ltd 5.01% Add +0.7% 23,092 $8.7M
United Advisor Group, LLC 1.78% Reduce -11.2% 23,077 $8.7M
Patrick Mauro Investment Advisor, INC. 4.73% Add +30.0% 23,059 $8.7M
Highline Wealth Partners LLC 2.91% Add +0.6% 23,044 $8.7M
AMJ Financial Wealth Management 2.59% Add +0.4% 23,001 $8.6M
Delaney Dennis R 4.67% Reduce -0.1% 22,913 $8.6M
Schneider Downs Wealth Management Advisors, LP 1.56% Reduce -1.2% 22,894 $8.6M
Souders Financial Advisors 1.20% Reduce -9.4% 22,881 $8.6M
Tyler-Stone Wealth Management 1.54% Add +2.8% 22,872 $8.6M
Asahi Life Asset Management Co., LTD. 5.55% Add +0.7% 22,859 $8.6M
Eagle Capital Management, LLC 3.80% Reduce -1.0% 22,858 $8.6M
Independent Solutions Wealth Management, LLC 1.92% Reduce -0.7% 22,837 $8.6M
Silver Oak Securities, Incorporated 0.80% Reduce -5.4% 22,617 $8.6M
Cable Hill Partners, LLC 0.84% Reduce -1.8% 21,658 $8.6M
Centerpoint Advisors, LLC 3.16% Reduce -0.7% 22,803 $8.6M
City of London Investment Management Co. Ltd. 0.92% Add +164.4% 22,801 $8.6M
MJP Associates Inc. 1.54% Reduce -7.6% 22,797 $8.6M
Stablepoint Partners, LLC 1.55% Add +0.3% 22,786 $8.6M
Voya Financial Advisors, Inc. 0.94% Add +2.4% 22,580 $8.6M
Cascade Financial Partners, LLC 1.08% Reduce -1.8% 22,770 $8.5M
Bey-Douglas LLC 7.78% Reduce -0.7% 22,704 $8.5M
Investment Partners, LTD. 3.53% Reduce -0.0% 22,702 $8.5M
HBW Advisory Services LLC 1.21% Add +0.0% 22,698 $8.5M
Curbstone Financial Management Corp 1.79% Add +1.8% 22,661 $8.5M
Pinnacle Bancorp, Inc. 2.77% Reduce -1.5% 22,661 $8.5M
Stelac Advisory Services LLC 3.50% Reduce -10.4% 22,618 $8.5M
SOL Capital Management CO 0.94% Add +0.2% 22,606 $8.5M
Sustainable Insight Capital Management, LLC 4.21% Reduce -3.4% 22,535 $8.5M
Trail Ridge Investment Advisors, LLC 4.36% Reduce -6.8% 22,532 $8.5M
Verde Servicos Internacionais S.A. 4.82% Reduce -62.9% 22,505 $8.4M
Aventura Private Wealth, LLC 4.43% Add +4.1% 22,497 $8.4M
Scarborough Advisors, LLC 1.20% Add +657.1% 22,478 $8.4M
Frisch Financial Group, Inc. 2.37% Reduce -0.5% 22,462 $8.4M
Socorro Asset Management LP 3.03% Add +29.7% 22,439 $8.4M
Sentinel Trust Co. Lba 0.99% Reduce -4.5% 22,399 $8.4M
Piscataqua Savings Bank 7.42% Reduce -1.2% 22,357 $8.4M
Blume Capital Management, Inc. 1.89% Reduce -0.3% 22,338 $8.4M
Mandatum Life Insurance Co Ltd 2.57% Add +6.1% 22,327 $8.4M
Bouvel Investment Partners, LLC 3.15% Reduce -1.7% 19,467 $8.4M
IMS Capital Management 4.23% Reduce -0.1% 22,308 $8.4M
Windle Wealth, LLC 4.31% Add +4.9% 22,294 $8.4M
Trinity Legacy Partners, LLC 2.12% Add +5.4% 18,622 $8.4M
Crown Wealth Group, LLC 4.34% Reduce -0.4% 22,276 $8.4M
McCarter Private Wealth Services LLC 5.47% Reduce -1.1% 22,253 $8.4M
Mendel Money Management 3.96% Add +0.3% 22,244 $8.4M
Studio Investment Management LLC 1.73% Reduce -0.4% 22,236 $8.3M
Breakwater Capital Group 1.49% Add +18.9% 22,234 $8.3M
West Family Investments, Inc. 3.14% Add +2.4% 22,230 $8.3M
Lakeshore Financial Planning, Inc. 3.47% Add +2.1% 22,184 $8.3M
Abundance Wealth Counselors 1.74% Add +3.9% 21,958 $8.3M
Peoples Financial Services Corp. 3.98% Reduce -5.9% 22,061 $8.3M
Golden State Wealth Management, LLC 1.23% Add +1.0% 22,020 $8.3M
Forefront Wealth Management Inc. 7.65% Reduce -0.5% 22,020 $8.3M
3Chopt Investment Partners, LLC 2.16% Add +38.8% 22,004 $8.3M
Allegheny Financial Group 2.12% Add +7.4% 22,002 $8.3M
RedJay Asset Management Inc. 4.47% New 22,000 $8.3M
Prospector Partners LLC 0.95% Reduce -0.8% 21,966 $8.2M
Resurgent Financial Advisors LLC 4.97% Add +0.6% 21,955 $8.2M
Wealth Management Partners, LLC 3.82% Reduce -4.3% 21,954 $8.2M
Forte Capital LLC 0.98% Reduce -0.2% 21,954 $8.2M
Riverview Capital Advisers, LLC 2.58% Reduce -6.5% 21,870 $8.2M
Pursue Wealth Partners LLC 4.99% No change 21,821 $8.2M
Secure Asset Management, LLC 1.65% Reduce -23.2% 21,762 $8.2M
RFG - Bristol Wealth Advisors, LLC 2.74% Reduce -5.1% 21,750 $8.2M
Summit Financial Strategies, Inc. 0.82% Reduce -12.7% 21,718 $8.2M
Lifeworks Advisors, LLC 1.35% Add +15.3% 21,706 $8.1M
Notis-McConarty Edward 4.19% Reduce -2.1% 21,699 $8.1M
Elyxium Wealth, LLC 3.60% Add +94.5% 21,676 $8.1M
Abacus Planning Group, Inc. 1.42% Add +0.0% 21,648 $8.1M
Tempus Wealth Planning, LLC 2.43% Add +1.2% 21,635 $8.1M
Plante Moran Financial Advisors, LLC 0.70% Reduce -15.6% 21,625 $8.1M
Barbara Oil Co. 3.30% No change 21,620 $8.1M
Summit X, LLC 1.71% Reduce -1.0% 21,618 $8.1M
Commonwealth Financial Services, LLC 1.66% Reduce -0.1% 21,615 $8.1M
Prudent Investors Network, Inc. 2.31% Reduce -40.8% 21,590 $8.1M
Solstein Capital, LLC 4.71% Reduce -0.1% 21,564 $8.1M
Y-Intercept (Hong Kong) Ltd 0.55% New 21,558 $8.1M
First Commonwealth Financial Corp 1.90% Reduce -6.2% 21,516 $8.1M
Fusion Capital, LLC 3.08% Reduce -0.8% 21,501 $8.1M
Blue Whale Capital LLP 0.65% Reduce -68.1% 21,493 $8.1M
Wealth Architects, LLC 0.89% Add +27.4% 21,486 $8.1M
All Terrain Financial Advisors, LLC 3.14% Add +3.7% 21,435 $8.0M
Godshalk Welsh Capital Management, Inc. 5.26% Reduce -1.0% 21,434 $8.0M
RPg Family Wealth Advisory, LLC 2.29% Add +1.2% 21,427 $8.0M
Security National Bank of So Dak 4.55% Add +4.3% 21,426 $8.0M
GSG Advisors LLC 2.64% Add +0.7% 20,578 $8.0M
Sivia Capital Partners, LLC 3.74% Add +3.4% 21,332 $8.0M
Atlanta Consulting Group Advisors, LLC 2.34% Reduce -0.1% 21,328 $8.0M
Bernard Wealth Management Corp. 3.91% Reduce -1.2% 21,323 $8.0M
O'Brien Greene & Co. Inc 2.68% Reduce -1.7% 21,314 $8.0M
High Note Wealth, LLC 1.98% Reduce -2.3% 21,310 $8.0M
Gilliland Jeter Wealth Management LLC 2.83% Reduce -7.8% 21,289 $8.0M
Thrive Wealth Management, LLC 1.53% Reduce -5.8% 21,273 $8.0M
United Bank 3.30% Add +6.5% 21,268 $8.0M
Byrne Asset Management LLC 6.89% Reduce -0.2% 21,241 $8.0M
Aft, Forsyth & Sober, LLC 2.78% Add +0.2% 21,200 $8.0M
SYM FINANCIAL Corp 0.98% Reduce -4.6% 21,185 $8.0M
IMA Advisory Services, Inc. 0.94% Reduce 0.0% 21,177 $7.9M
WealthPLAN Partners, LLC 1.12% Add +2.9% 21,142 $7.9M
LCM Capital Management Inc 4.66% Add +1.9% 21,124 $7.9M
WT Wealth Management 2.57% Reduce -9.8% 21,085 $7.9M
Navellier & Associates Inc. 1.09% Reduce -12.4% 18,134 $7.9M
Wealth Management Associates, Inc. 3.39% Add +1.3% 21,061 $7.9M
Leelyn Smith, LLC 1.40% Add +2.0% 21,058 $7.9M
Nikulski Financial, Inc. 2.39% Add +2.8% 21,049 $7.9M
Trust Investment Advisors 5.08% Add +3.6% 21,031 $7.9M
JFS Wealth Advisors, LLC 0.53% Add +0.3% 20,993 $7.9M
Providence Wealth Advisors, LLC 5.96% Reduce -1.0% 20,692 $7.9M
Westbourne Investments, Inc. 4.76% Reduce -5.2% 20,964 $7.9M
Octavia Wealth Advisors, LLC 0.96% Reduce -5.4% 20,956 $7.9M
JPL Wealth Management, LLC 2.24% Add +6.0% 20,928 $7.9M
Sittner & Nelson, LLC 3.35% Add +0.3% 20,921 $7.9M
First Washington CORP 2.76% Reduce -10.5% 20,918 $7.9M
Cottage Street Advisors LLC 3.93% Add +24.3% 26,150 $7.8M
Capital Insight Partners, LLC 1.37% Add +2.6% 20,857 $7.8M
EagleClaw Capital Managment, LLC 1.23% Reduce -1.1% 20,850 $7.8M
Arkfeld Wealth Strategies, L.L.C. 3.39% Add +0.6% 20,035 $7.8M
Pinkerton Wealth, LLC 1.02% Add +70.2% 20,831 $7.8M
Parkside Investments, LLC 1.15% Reduce -7.5% 20,806 $7.8M
EPG Wealth Management LLC 2.18% Add +1.9% 20,795 $7.8M
Wealth Advisors of Tampa Bay, LLC 3.17% Reduce -0.0% 20,777 $7.8M
First Community Trust NA 6.82% Reduce -1.9% 20,767 $7.8M
Alaethes Wealth, LLC 2.86% Add +2.0% 20,764 $7.8M
Advisors Preferred, LLC 1.04% New 20,350 $7.8M
Bender Robert & Associates 1.96% Add +2.5% 20,705 $7.8M
Nordwand Advisors, LLC 2.92% Add +0.5% 20,696 $7.8M
Pinion Investment Advisors, LLC 1.71% Add +101.5% 20,692 $7.8M
First Pacific Financial 1.58% Reduce -2.3% 20,689 $7.8M
One River Asset Management, LLC 28.60% Add +402.0% 17,825 $7.8M
Gries Financial LLC 1.50% Reduce -4.5% 20,667 $7.8M
Sentry Investment Management LLC 5.25% Reduce -30.1% 21,650 $7.7M
RBA Wealth Management, LLC 3.06% Add +1.0% 20,631 $7.7M
Pekin Hardy Strauss, Inc. 0.94% Reduce -10.8% 20,619 $7.7M
Drucker Wealth 3.0, LLC 1.70% Add +0.3% 20,604 $7.7M
Annis Gardner Whiting Capital Advisors, LLC 3.27% Reduce -3.4% 20,601 $7.7M
Mitsubishi UFJ Asset Management (UK) Ltd. 4.20% Reduce -20.2% 20,600 $7.7M
Wealth Group, Ltd. 5.01% Add +2.1% 20,597 $7.7M
Alexander Labrunerie & Co., Inc. 3.39% Reduce -2.3% 20,591 $7.7M
StrongBox Wealth, LLC 3.22% Add +0.8% 20,583 $7.7M
North Growth Management Ltd. 1.63% No change 21,000 $7.7M
Elevatus Welath Management 4.37% Reduce -62.3% 20,555 $7.7M
Probity Advisors, Inc. 1.48% Reduce -1.0% 20,530 $7.7M
Horizon Investment Services, LLC 3.74% Reduce -2.7% 20,518 $7.7M
626 Financial, LLC 3.96% Add +7.6% 20,509 $7.7M
Kwmg, LLC 0.78% Add +0.8% 20,498 $7.7M
Kercheville Advisors, LLC 3.14% Reduce -19.1% 20,496 $7.7M
Family Legacy, Inc. 2.63% Reduce -0.9% 20,433 $7.7M
Royal Capital Wealth Management, LLC 5.36% Reduce -2.6% 20,372 $7.6M
Schwerin Boyle Capital Management Inc. 0.79% Reduce -2.9% 20,360 $7.6M
Lesa Sroufe & Co 7.63% — 20,350 $7.6M
Hudson Canyon Capital Management 5.38% No change 20,345 $7.6M
Townsend Asset Management Corp. /NC/ 2.94% Reduce -2.9% 20,313 $7.6M
Pensionfund Sabic 2.27% Reduce -6.0% 20,290 $7.6M
Fruth Investment Management 2.13% Reduce -0.3% 20,285 $7.6M
Hengehold Capital Management LLC 0.72% Add +0.5% 20,275 $7.6M
Kerrisdale Advisers, LLC 3.18% Add +15.1% 20,261 $7.6M
Cherokee Insurance Co 3.35% Add +1.5% 20,225 $7.6M
Bangor Savings Bank 0.72% Reduce -4.2% 20,190 $7.6M
Maia Wealth LLC 1.72% Add +10.2% 19,509 $7.6M
Orleans Capital Management Corp. 4.45% Reduce -0.5% 20,154 $7.6M
LMR Partners LLP 0.21% Reduce -74.0% 20,140 $7.6M
First City Capital Management, Inc. 4.53% Reduce -22.7% 20,127 $7.6M
Dynasty Wealth Management, LLC 0.13% Reduce -4.4% 20,098 $7.5M
Gibbs Wealth Management 1.82% Add +19.3% 20,095 $7.5M
Palumbo Wealth Management LLC 2.51% Add +16.6% 20,022 $7.5M
Sound Income Strategies, LLC 0.44% Add +9.4% 20,021 $7.5M
Rubicon Global Capital Ltd 2.56% Add +33.3% 20,000 $7.5M
Zimmer Partners, LP 0.15% Add +44.9% 20,000 $7.5M
Cumberland Advisors Inc. 3.40% No change 19,985 $7.5M
Aristides Capital LLC 2.79% No change 19,970 $7.5M
Bcwm, LLC 2.60% Add +0.3% 19,939 $7.5M
Burford Brothers, Inc. 3.63% Add +0.4% 19,922 $7.5M
Sirios Capital Management L P 1.33% Reduce -47.1% 19,922 $7.5M
Prossimo Advisors, LLC 5.62% Reduce -1.2% 19,904 $7.5M
Transcendent Capital Group LLC 4.20% Reduce -20.5% 19,893 $7.5M
Keudell/Morrison Wealth Management 1.76% Add +0.9% 19,887 $7.5M
Fairvoy Private Wealth, LLC 2.05% Add +7.3% 19,861 $7.5M
Brooks, Moore & Associates, Inc. 4.21% Add +1.6% 19,859 $7.5M
Phoenix Wealth Advisors 3.25% Reduce -0.5% 19,860 $7.5M
Alkeme Wealth, LLC 3.34% Add +0.7% 19,847 $7.5M
CYBER HORNET ETFs LLC 7.60% Reduce -1.1% 19,844 $7.4M
Atwater Malick LLC 2.52% Add +5.6% 19,824 $7.4M
Alcosta Capital Management, Inc. 4.96% Reduce -0.5% 19,803 $7.4M
FLC Capital Advisors 1.67% Reduce -0.8% 19,800 $7.4M
Trivant Custom Portfolio Group, LLC 4.27% Reduce -2.7% 19,796 $7.4M
Highview Capital Management LLC 3.11% Add +2.1% 19,766 $7.4M
McBroom & Associates, LLC 4.23% Reduce -0.4% 19,709 $7.4M
Ahl Investment Management, Inc. 5.10% Add +9.6% 19,701 $7.4M
Beacon Financial Group 0.81% Reduce -0.9% 19,697 $7.4M
Alteri Wealth LLC 3.25% Add +3.2% 19,697 $7.4M
Quadrant Private Wealth Management, LLC 1.84% Add +26.0% 19,665 $7.4M
Wilkins Investment Counsel Inc. 1.06% Reduce -0.3% 19,646 $7.4M
Summit Global Investments 0.54% Reduce -42.3% 19,644 $7.4M
Pines Wealth Management, LLC 3.41% Add +6.8% 20,795 $7.4M
Bluespring Wealth Management, LLC 0.75% Reduce -0.4% 19,640 $7.4M
Sfm, LLC 5.42% Add +5.7% 19,624 $7.4M
West Michigan Advisors, LLC 2.44% Reduce -22.3% 19,618 $7.4M
Acropolis Investment Management, LLC 0.44% Reduce -0.0% 19,602 $7.4M
Martin & Co. Inc. 1.42% Add +1.5% 19,587 $7.4M
Flynn Zito Capital Management, LLC 3.37% Reduce -9.0% 19,579 $7.3M
Beta Wealth Group, Inc. 2.64% Add +2.8% 19,564 $7.3M
Intellectus Partners, LLC 1.82% Reduce -2.8% 19,561 $7.3M
Marino, Stram & Associates LLC 1.63% Add +1.1% 19,503 $7.3M
Adams Wealth Management 1.44% Add +3.5% 19,501 $7.3M
CacheTech Inc. 1.43% Add +3.4% 21,468 $7.3M
Spirit of America Management Corp. 1.48% No change 19,499 $7.3M
Cornell Pochily Investment Advisors, Inc. 2.57% Reduce -0.6% 19,496 $7.3M
Vanderbilt University 1.40% Add +14.9% 19,476 $7.3M
Boxwood Ventures, Inc. 10.44% No change 19,474 $7.3M
DeDora Capital, Inc. 2.11% Reduce -1.0% 19,465 $7.3M
Greenberg Financial Group 3.04% — 19,722 $7.3M
MBL Wealth, LLC 0.74% Add +5.9% 19,417 $7.3M
Cambridge Financial Group, Inc. 3.17% Add +4.5% 19,417 $7.3M
Aldebaran Capital, LLC 6.91% Reduce -16.2% 19,414 $7.3M
Colonial River Investments, LLC 4.01% Add +71.5% 19,384 $7.3M
Rainier Family Wealth Inc. 8.56% Add +51.4% 19,369 $7.3M
1776 Wealth LLC 3.34% Add +0.3% 19,360 $7.3M
DRW Securities, LLC 0.62% Reduce -76.8% 19,360 $7.3M
Peninsula Asset Management Inc. 4.03% Add +10.1% 19,352 $7.3M
My Legacy Advisors, LLC 2.80% Add +0.8% 19,322 $7.3M
Whitford Management LLC 9.28% Reduce -74.5% 19,310 $7.2M
First Business Financial Services, Inc. 0.71% Add +4.1% 19,306 $7.2M
Greenline Partners, LLC 1.05% Add +9.5% 19,302 $7.2M
Mraz, Amerine & Associates, Inc. 1.24% Add +1.8% 19,125 $7.2M
Elevated Capital Advisors, LLC 2.03% Reduce -2.2% 19,275 $7.2M
Aft, Forsyth & Company, Inc. 3.89% Reduce -0.3% 19,231 $7.2M
Evolutionary Tree Capital Management, LLC 8.37% Add +11.7% 19,193 $7.2M
TOWER TRUST & INVESTMENT Co 5.80% — 18,197 $7.2M
Cromwell Holdings LLC 4.62% Reduce -1.8% 19,138 $7.2M
Bennett Selby Investments LP 2.84% Add +1.4% 19,135 $7.2M
Scissortail Wealth Management, LLC 1.84% Add +7.5% 19,129 $7.2M
Palo Alto Wealth Advisors, LLC 2.80% Add +0.8% 15,972 $7.2M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.91% Reduce -2.3% 19,092 $7.2M
Prosperity Financial Group, Inc. 3.57% Reduce -2.3% 19,082 $7.2M
Cox Capital Mgt LLC 5.23% Add +17.2% 19,081 $7.2M
Yukon Wealth Management, Inc. 2.97% — 19,070 $7.2M
Sculati Wealth Management, LLC 2.89% Reduce -2.3% 19,054 $7.2M
CWS Financial Advisors, LLC 2.26% Add +8.7% 19,051 $7.2M
Helium Advisors LLC 5.20% Add +143.7% 19,049 $7.2M
RWQ Financial Management Services, Inc. 4.73% Reduce -58.1% 19,031 $7.1M
Global Assets Advisory, LLC 1.34% Add +274.7% 19,011 $7.1M
Liberty Wealth Management LLC 1.36% Add +0.2% 18,957 $7.1M
Granite Bay Wealth Management, LLC 2.47% Add +8.7% 18,947 $7.1M
Peoples Bank 4.82% Reduce -0.1% 18,937 $7.1M
Aurora Investment Managers, LLC. 4.49% Reduce -2.3% 18,930 $7.1M
NWK Group, Inc. 3.24% Reduce -0.5% 18,891 $7.1M
Richard P Slaughter Associates Inc 1.66% Add +1685.5% 18,891 $7.1M
Trust Co of the South 1.48% Reduce -2.8% 18,867 $7.1M
Ames National Corp. 4.75% Add +0.2% 18,859 $7.1M
NewSquare Capital LLC 0.58% Add +15.5% 18,825 $7.1M
Essex Investment Management Co. LLC 1.47% Reduce -8.8% 18,808 $7.1M
Sylvest Advisors, LLC 4.41% Reduce -17.8% 18,779 $7.0M
Palmer Knight Co 3.42% Reduce -1.4% 18,773 $7.0M
Semmax Financial Advisors Inc. 1.91% Add +6.3% 16,059 $7.0M
Insight Advisors, LLC/ PA 1.23% Reduce -0.2% 18,764 $7.0M
Byrne Financial Freedom, LLC 4.00% Reduce -0.9% 18,748 $7.0M
Walkner Condon Financial Advisors LLC 1.42% Add +1.6% 18,728 $7.0M
Contravisory Investment Management, Inc. 1.48% Reduce -2.8% 18,700 $7.0M
Synergy Financial Group, LTD 6.30% Reduce -0.0% 18,698 $7.0M
Encompass Wealth Advisors, LLC 2.86% Reduce -0.8% 18,689 $7.0M
Prosperitas Financial LLC 3.63% Add +1.4% 18,679 $7.0M
Old Mission Investment Co LLC 2.11% Add +1.3% 18,674 $7.0M
Garrison Bradford & Associates Inc. 7.70% Add +0.0% 18,651 $7.0M
Privium Fund Management (UK) Ltd 5.40% New 18,300 $7.0M
Dohj, LLC 1.60% Add +11.6% 18,623 $7.0M
B & T Capital Management DBA Alpha Capital Management 1.33% Add +0.6% 18,607 $7.0M
Auto-Owners Insurance Co 0.18% Reduce -85.3% 18,333 $7.0M
Transamerica Financial Advisors, LLC 0.71% Reduce -4.5% 18,569 $7.0M
Revisor Wealth Management LLC 3.10% Add +563.5% 18,558 $7.0M
Accretive Wealth Partners, LLC 2.45% Add +21.6% 16,032 $6.9M
Kentucky Trust Co 4.13% Reduce -3.8% 18,499 $6.9M
Centric Wealth Management 1.82% Add +8.2% 18,494 $6.9M
Gold Investment Management Ltd. 2.93% Reduce -17.7% 18,493 $6.9M
Madison Wealth Partners, Inc 1.71% Add +0.6% 18,486 $6.9M
Everpar Advisors LLC 3.68% Reduce -2.8% 18,484 $6.9M
Duncan Williams Asset Management, LLC 2.51% Add +6.3% 18,484 $6.9M
Investor's Fiduciary Advisor Network, LLC 3.27% Reduce -50.4% 18,465 $6.9M
Carl P. Sherr & Co., LLC 3.79% Reduce -2.1% 18,461 $6.9M
Centurion Wealth Management LLC 2.17% No change 16,433 $6.9M
Fairfield Financial Advisors, LTD 2.62% Reduce -4.2% 18,430 $6.9M
St. Johns Investment Management Company, LLC 3.42% Add +15.6% 18,395 $6.9M
Baker Tilly Wealth Management, LLC 2.71% Add +4.4% 18,394 $6.9M
Noesis Capital Mangement Corp. 1.37% Add +1.0% 18,374 $6.9M
Berry Wealth Group, LP 5.38% Reduce -0.6% 18,335 $6.9M
Congress Park Capital LLC 2.60% Reduce -8.6% 18,292 $6.9M
Arrow Capital Pty Ltd 8.56% New 17,500 $6.9M
Graybill Wealth Management, LTD. 2.35% — 18,244 $6.8M
Ashford Capital Management Inc. 0.88% Reduce -1.5% 18,232 $6.8M
Partners Capital Investment Group, LLP 0.12% New 18,215 $6.8M
First Financial Corp. 3.30% Add +0.4% 18,193 $6.8M
WealthBridge Investment Counsel Inc. 2.48% Add +1.8% 18,168 $6.8M
Lighthouse Investment Partners, LLC 0.31% Reduce -77.0% 18,159 $6.8M
Charles Schwab Trust Co 0.57% Reduce -9.7% 18,137 $6.8M
Advisors Management Group Inc. 1.48% Reduce -0.0% 18,132 $6.8M
Magnolia Capital Advisors LLC 1.85% Add +1.3% 18,126 $6.8M
Wealth Dimensions Group, Ltd. 1.62% Add +3.4% 18,122 $6.8M
Prosperity Wealth Management, Inc. 3.20% Reduce -6.1% 18,114 $6.8M
Fiduciary Family Office, LLC 2.26% Add +461.3% 18,113 $6.8M
American Trust Investment Advisors, LLC 2.84% Add +1.5% 18,097 $6.8M
MTM Investment Management, LLC 2.62% Reduce -5.2% 17,722 $6.8M
Norway Savings Bank 3.85% Add +6.4% 18,030 $6.8M
Evolution Wealth Advisors, LLC 1.13% Add +57.6% 18,027 $6.8M
Wealthedge Investment Advisors, LLC 3.05% Add +121.1% 18,013 $6.8M
Creegan & Nassoura Financial Group, LLC 4.50% No change 18,003 $6.8M
Darden Wealth Group Inc 5.28% Reduce -1.9% 17,993 $6.8M
Debussy Capital Management LP 1.09% Reduce -24.5% 17,984 $6.8M
Wealth Alliance Advisory Group, LLC 1.40% Reduce -9.5% 17,980 $6.7M
Lynch Asset Management, Inc. 3.03% Add +0.1% 17,975 $6.7M
Vectors Research Management, LLC 2.36% Reduce -2.2% 17,972 $6.7M
Cohen Investment Advisors LLC 3.91% Add +12.1% 17,944 $6.7M
Marshall Investment Management, LLC 4.18% Add +3.6% 17,936 $6.7M
Owen LaRue, LLC 3.35% Add +0.0% 17,916 $6.7M
Summit Asset Management, LLC 1.16% Add +5.8% 17,844 $6.7M
Ranch Capital Advisors Inc. 3.17% Add +0.5% 17,828 $6.7M
Northcape Wealth Management, LLC 2.16% Reduce -2.8% 17,828 $6.7M
Tower View Wealth Management LLC 3.89% Reduce -0.1% 17,816 $6.7M
Evermay Wealth Management LLC 0.88% Reduce -1.7% 17,810 $6.7M
Aspen Investment Management Inc 3.08% Reduce -0.1% 17,802 $6.7M
Diamant Asset Management, Inc. 5.07% Reduce -36.5% 17,800 $6.7M
BSW Wealth Partners 1.01% Reduce -12.5% 17,792 $6.7M
Raelipskie Partnership 3.43% Reduce -2.8% 17,787 $6.7M
Beaton Management Co. Inc. 3.47% Reduce -2.2% 17,785 $6.7M
McGowan Group Asset Management, Inc. 0.90% Add +1.1% 17,763 $6.7M
Chemistry Wealth Management LLC 1.55% Add +0.1% 17,760 $6.7M
Blue Zone Wealth Advisors, LLC 1.85% Reduce -0.4% 17,753 $6.7M
Capital Advantage, Inc. 1.21% No change 15,808 $6.7M
Beaumont Asset Management, L.L.C. 4.02% Add +0.7% 17,717 $6.7M
a16z Perennial Management, L.P. 0.83% Add +147500.0% 17,712 $6.6M
Wealth Effects LLC 2.79% Reduce -6.5% 17,698 $6.6M
Lazari Capital Management, Inc. 2.71% Add +9.9% 17,674 $6.6M
Clear Street Derivatives LLC 0.11% Add +128.1% 17,666 $6.6M
State of Wyoming 0.88% Reduce -43.2% 17,659 $6.6M
Signet Investment Advisory Group, Inc. 3.34% Reduce -6.5% 17,644 $6.6M
Central Valley Advisors, LLC 2.51% Reduce -12.7% 17,640 $6.6M
Lindenwold Advisors, INC 3.68% Reduce -8.4% 17,617 $6.6M
Clarity Capital Partners LLC 2.67% Add +0.3% 17,612 $6.6M
Slow Capital, Inc. 0.88% Add +1.2% 17,605 $6.6M
Tiptree Advisors, LLC 5.47% No change 17,600 $6.6M
Spreng Capital Management, Inc. 3.07% Reduce -8.4% 17,577 $6.6M
NCM Capital Management, LLC 2.96% Add +2.1% 17,546 $6.6M
Mosaic Financial Group, LLC 5.35% Reduce -5.9% 17,538 $6.6M
Pettee Investors, Inc. 3.92% Reduce -7.3% 17,533 $6.6M
Finward Bancorp 5.70% Reduce -2.1% 17,521 $6.6M
Grey Ledge Advisors, LLC 1.73% Reduce -0.3% 17,520 $6.6M
Sterling Investment Counsel, LLC 2.25% Add +114.9% 17,519 $6.6M
Bank of Marin 8.37% Reduce -3.3% 17,511 $6.6M
Wharton Business Group, LLC 0.30% Reduce -0.7% 17,495 $6.6M
Bull Street Advisors, LLC 3.15% Add +0.1% 17,488 $6.6M
Trek Financial, LLC 0.47% Reduce -2.0% 17,475 $6.6M
Kenora Financial, LLC 2.69% Add +24.5% 17,462 $6.6M
Guinness Atkinson Asset Management Inc 3.65% Reduce -3.9% 17,437 $6.5M
Waddell & Associates, LLC 0.79% Add +7.7% 17,409 $6.5M
Legacy CG, LLC 2.11% Add +1.4% 17,408 $6.5M
Shayne & Jacobs, LLC 1.61% Add +0.8% 17,404 $6.5M
Aviso Wealth Management 3.47% Add +5.6% 17,393 $6.5M
WD Rutherford LLC 3.47% Reduce -1.7% 16,909 $6.5M
Catalyst Capital Advisors LLC 0.13% Reduce -37.0% 17,355 $6.5M
Ayalon Insurance Comp Ltd. 2.10% Add +5.8% 17,345 $6.5M
Fairbanks Capital Management, Inc. 4.18% Add +5.6% 17,318 $6.5M
Park Place Capital Corp 1.76% Add +1.5% 17,318 $6.5M
Forge First Asset Management Inc. 2.83% New 17,340 $6.5M
Bank of Stockton 2.07% Add +0.3% 17,309 $6.5M
Addison Capital Co 2.55% Add +0.9% 17,306 $6.5M
Chung Wu Investment Group, LLC 7.76% Reduce -2.6% 17,302 $6.5M
NWF Advisory Services Inc. 0.91% Reduce -8.3% 17,301 $6.5M
Stoneridge Investment Partners LLC 5.48% Reduce -60.6% 17,281 $6.5M
RiverPark Advisors, LLC 5.60% Add +4.5% 17,273 $6.5M
Capula Management Ltd 0.05% Reduce -91.0% 17,272 $6.5M
Northwest Financial Advisors 5.38% Add +0.3% 17,270 $6.5M
Cary Street Partners Investment Advisory LLC 3.73% Add +15.3% 17,239 $6.5M
Potentia Wealth 3.03% Add +2.9% 17,230 $6.5M
Cutter & CO Brokerage, Inc. 1.53% Add +123.5% 17,210 $6.5M
Cardinal Point Capital Management ULC 0.59% Add +4.6% 5,497 $6.5M
First Dallas Securities Inc. 2.70% Reduce -15.7% 17,203 $6.5M
GFG Capital, LLC 1.98% Add +1.9% 17,198 $6.5M
Intrua Financial, LLC 1.01% Add +0.2% 17,180 $6.4M
RD Finance Ltd 5.16% — 17,155 $6.4M
Channing Global Advisors, LLC 4.37% Add +0.0% 17,100 $6.4M
Strategic Financial Services, Inc. 0.38% Reduce -1.9% 17,095 $6.4M
Ridgecrest Wealth Partners, LLC 3.36% Add +3.3% 17,087 $6.4M
First County Bank 3.55% Add +0.2% 17,080 $6.4M
Drystone LLC 6.42% No change 17,079 $6.4M
Houlihan Financial Resource Group, Ltd. 2.88% Reduce -1.8% 17,052 $6.4M
Red Lighthouse Investment Management, LLC 2.61% Reduce -10.3% 15,204 $6.4M
Dillon & Associates Inc. 0.95% Add +3.5% 17,055 $6.4M
McAdam, LLC 0.40% Reduce -4.8% 17,034 $6.4M
Boltwood Capital Management 1.94% Add +4.5% 16,990 $6.4M
Matisse Capital 3.36% Reduce -0.5% 16,966 $6.4M
Capital Advisors, Ltd. LLC 0.84% Reduce -4.1% 16,955 $6.4M
Jericho Financial, LLP 4.62% Add +13.9% 16,947 $6.4M
Summit Place Financial Advisors, LLC 3.59% Add +3.4% 16,946 $6.4M
Key Client Fiduciary Advisors, LLC 2.93% Reduce -29.0% 16,937 $6.4M
Eley Financial Management, Inc 2.55% Add +0.8% 16,632 $6.4M
First Financial Group Corp 7.19% Reduce -1.8% 16,921 $6.4M
Compass Capital Corp. /Ma/ 3.33% Reduce -12.8% 17,287 $6.3M
Tikehau Investment Management 9.78% Reduce -33.1% 16,869 $6.3M
Hager Investment Management Services, LLC 4.43% Reduce -8.1% 16,866 $6.3M
Trilogy Capital Inc. 0.33% Add +9.6% 16,864 $6.3M
J.Safra Asset Management Corp 0.51% Add +55.9% 16,853 $6.3M
ROI Financial Advisors, LLC 4.60% Reduce -1.4% 16,851 $6.3M
Concentrum Wealth Management 2.34% Add +3.5% 16,849 $6.3M
Sphera Management Technology Funds Ltd 5.04% Add +3.5% 16,844 $6.3M
Bell & Brown Wealth Advisors, LLC 2.46% Add +0.5% 16,833 $6.3M
First United Bank & Trust 2.36% Reduce -2.8% 16,831 $6.3M
Atlas Legacy Advisors, LLC 1.61% Reduce -5.0% 16,831 $6.3M
Schrum Private Wealth Management LLC 5.56% Reduce -1.7% 16,827 $6.3M
Sitrin Capital Management LLC 3.41% Add +0.4% 16,815 $6.3M
Virtus Wealth Solutions LLC 1.91% Reduce -4.2% 16,805 $6.3M
Point72 Asia (Singapore) Pte. Ltd. 1.66% New 16,801 $6.3M
Point Windward Advisors Inc. 2.54% Add +7.8% 16,800 $6.3M
SC&H Financial Advisors, Inc. 1.24% Add +0.6% 16,776 $6.3M
Fairtree Asset Management (Pty) Ltd 5.07% Add +58.8% 16,773 $6.3M
Ramirez Asset Management, Inc. 1.31% Reduce -0.7% 16,763 $6.3M
waypoint wealth counsel 3.95% Add +3.3% 16,763 $6.3M
Triasima Portfolio Management inc. 1.24% Reduce -10.7% 16,757 $6.3M
Blackhawk Capital Partners, LLC 3.24% Add +25.8% 16,746 $6.3M
Prairie Sky Financial Group LLC 3.73% Reduce -8.5% 16,735 $6.3M
US Asset Management LLC 6.00% Reduce -2.5% 16,733 $6.3M
Leo Wealth, LLC 0.90% Reduce -61.3% 16,730 $6.3M
Union Savings Bank 3.07% Add +1.4% 16,705 $6.3M
Modus Advisors, LLC 2.05% Add +0.5% 16,687 $6.3M
United Community Bank 2.33% Add +6.4% 16,650 $6.3M
GenTrust, LLC 0.30% Reduce -46.6% 16,646 $6.2M
Optimum Investment Advisors 2.94% Add +0.2% 16,612 $6.2M
Cape Ann Savings Bank 3.91% Reduce -4.1% 16,607 $6.2M
KLCM Advisors, Inc. 0.73% Add +1.5% 16,605 $6.2M
Truvestments Capital LLC 1.35% Add +4.7% 16,601 $6.2M
Mechanics Financial Corp 2.83% Reduce -0.3% 16,599 $6.2M
James J. Burns & Company, LLC 1.11% Reduce -0.6% 16,562 $6.2M
Jackson, Grant Investment Advisers, Inc. 2.40% Reduce -2.2% 16,531 $6.2M
Hazlett, Burt & Watson, Inc. 2.79% Reduce -0.1% 16,502 $6.2M
Thematics Asset Management 0.31% Reduce -5.7% 16,515 $6.2M
InTrack Investment Management Inc 5.63% Reduce -28.0% 16,501 $6.2M
Peterson Wealth Services 1.95% Add +5.8% 16,475 $6.2M
Stiles Financial Services Inc 2.37% Add +3.7% 16,466 $6.2M
Kera Capital Partners, Inc. 1.84% Add +9.5% 16,464 $6.2M
Florida Financial Advisors, LLC 2.43% Reduce -5.0% 16,435 $6.2M
Palogic Value Management, L.P. 2.77% Reduce -1.9% 16,425 $6.2M
Summerhill Capital Management lnc. 8.25% Reduce -40.4% 16,389 $6.2M
Ballast, Inc. 1.74% Add +3.6% 16,373 $6.1M
1858 Wealth Management, LLC 5.20% Add +0.9% 16,361 $6.1M
Sierra Capital LLC 0.74% Add +0.7% 16,341 $6.1M
Peloton Wealth Strategists 2.62% Reduce -2.6% 16,327 $6.1M
Harbor Advisory Corp. 2.06% Add +0.5% 16,313 $6.1M
Curated Wealth Partners LLC 0.79% Add +4.1% 16,296 $6.1M
Hixon Zuercher, LLC 2.16% Add +7.0% 16,295 $6.1M
Financial Strategies Group, Inc. 1.44% Add +14.0% 15,829 $6.1M
Fullcircle Wealth LLC 2.51% Add +6.6% 15,606 $6.1M
Bank & Trust Co 4.98% Reduce -2.2% 16,257 $6.1M
Physician Wealth Advisors, Inc. 1.05% Reduce -0.6% 16,249 $6.1M
S.A. Mason LLC 3.22% Add +0.2% 16,245 $6.1M
Saxon Interests, Inc. 2.85% Add +2.1% 16,233 $6.1M
Aspire Growth Partners LLC 5.40% Add +7.0% 14,084 $6.1M
C2C Wealth Management, LLC 5.71% Reduce -1.5% 16,187 $6.1M
Adams Asset Advisors, LLC 0.85% Add +8.2% 16,186 $6.1M
Panoramic Capital Partners, LLC 6.26% Add +7.8% 17,137 $6.1M
Headland Capital, LLC 2.02% Add +2.5% 16,186 $6.1M
Cantor Fitzgerald Investment Advisors L.P. 0.44% Add +6.3% 16,180 $6.1M
Amarillo National Bank 1.18% No change 16,179 $6.1M
Stolper Co 1.99% Reduce -0.1% 16,166 $6.1M
Financial Avengers, Inc. 3.07% Add +1.6% 16,156 $6.1M
Long Run Wealth Advisors, LLC 1.37% Add +13.0% 16,146 $6.1M
Hillman Capital Management, Inc. 2.98% Reduce -24.9% 16,145 $6.1M
Victrix Investment Advisors 3.18% Add +5.4% 16,093 $6.1M
Pflug Koory, LLC 3.37% Reduce -0.1% 16,124 $6.1M
Atlas Private Wealth Advisors 0.84% Reduce -10.5% 16,101 $6.0M
Lombard Odier Asset Management (Europe) Ltd 0.55% Reduce -84.9% 16,100 $6.0M
McGlone Suttner Wealth Management, Inc. 0.99% Add +1.6% 16,094 $6.0M
Hartford Funds Management Co LLC 0.55% Add +5.3% 16,094 $6.0M
Steamboat Capital Partners, LLC 1.83% Reduce -1.9% 16,081 $6.0M
LexAurum Advisors, LLC 1.16% Reduce -1.3% 16,069 $6.0M
Redhawk Wealth Advisors, Inc. 0.81% Add +3.8% 16,060 $6.0M
Clarus Group, Inc. 2.34% Reduce -11.0% 16,052 $6.0M
Kingstone Capital Partners Texas, LLC 4.85% Add +0.4% 16,041 $6.0M
Altman Advisors, Inc. 2.77% Add +2.5% 15,217 $6.0M
LBMC Investment Advisors, LLC 0.47% Add +5.6% 16,007 $6.0M
Sierra Legacy Group 5.47% No change 15,985 $6.0M
CastleKnight Management LP 0.67% Add +110.8% 15,980 $6.0M
SkyOak Wealth, LLC 1.31% Add +3.8% 15,976 $6.0M
Second Line Capital, LLC 1.54% Add +2.9% 15,963 $6.0M
Acorn Wealth Advisors, LLC 2.49% Reduce -0.3% 15,953 $6.0M
Corundum Group, Inc. 2.87% Reduce -10.1% 15,930 $6.0M
Widmann Financial Services, Inc. 4.64% Reduce -0.4% 15,924 $6.0M
Oak Asset Management, LLC 2.19% Add +59.1% 15,921 $6.0M
Ellsworth Advisors, LLC 1.57% Add +5.0% 15,915 $6.0M
Convergence Financial, LLC 1.17% Add +3.0% 15,915 $6.0M
MSH Capital Advisors LLC 1.85% Reduce -1.5% 15,897 $6.0M
Citadel Investment Advisory, Inc. 2.93% Add +0.2% 15,881 $6.0M
Game Plan Financial Advisors, LLC 3.36% Reduce -1.5% 15,864 $6.0M
Novem Group 0.84% Add +18.9% 15,854 $6.0M
Silphium Asset Management Ltd 4.79% Add +0.1% 15,848 $5.9M
AllGen Financial Advisors, Inc. 1.76% Add +6.2% 15,831 $5.9M
Opinicus Capital, Inc. 5.25% Add +0.2% 15,829 $5.9M
HAP Trading, LLC 2.12% New 15,828 $5.9M
Exane Asset Management 3.46% New 14,654 $5.9M
GS Investments, Inc. 2.80% No change 15,819 $5.9M
W Advisors, LLC 3.71% Add +0.8% 15,775 $5.9M
Unison Asset Management LLC 3.49% Reduce -24.1% 16,364 $5.9M
Security National Bank of Sioux City Iowa 4.30% Reduce -0.6% 15,769 $5.9M
Shilanski & Associates, Inc. 1.84% Add +6.9% 15,730 $5.9M
Old North State Trust, LLC 3.76% No change 14,008 $5.9M
Dempze Nancy E 3.54% Add +3.2% 15,724 $5.9M
Strategies Wealth Advisors, LLC 0.72% Add +167.7% 15,705 $5.9M
Clearwater Capital Advisors, LLC 0.57% Reduce -3.4% 15,701 $5.9M
Seven Mile Advisory 3.93% Reduce -3.6% 15,671 $5.9M
Symmetry Partners, LLC 0.82% Add +2.2% 15,660 $5.9M
IPG Investment Advisors LLC 1.33% Reduce -11.2% 15,632 $5.9M
Essex LLC 1.27% Reduce -0.5% 15,632 $5.9M
Mitchell & Pahl Private Wealth, LLC 2.74% Reduce -0.1% 15,629 $5.9M
Unique Wealth, LLC 1.11% Add +20.9% 15,588 $5.9M
Topsail Wealth Management, LLC 1.19% Add +16.5% 15,584 $5.9M
Center For Asset Management LLC 3.58% Reduce -1.9% 15,580 $5.8M
Millstone Evans Group, LLC 3.97% Reduce -2.9% 15,579 $5.8M
Evergreen Private Wealth LLC 2.73% Add +2.5% 15,579 $5.8M
Addison Advisors LLC 1.60% Reduce -6.4% 15,577 $5.8M
Global Financial Private Client, LLC 2.23% Reduce -1.4% 15,563 $5.8M
Sheets Smith Wealth Management 0.73% Reduce -21.0% 15,547 $5.8M
Sovereign Financial Group, Inc. 1.34% Add +5.9% 15,521 $5.8M
Ables, Iannone, Moore & Associates, Inc. 3.97% Add +1.6% 15,512 $5.8M
Freedom Day Solutions, LLC 1.78% Reduce -5.2% 15,507 $5.8M
Crystal Rock Capital Management 3.98% Add +13.1% 15,505 $5.8M
Floyd Financial Group LLC 5.26% Add +2.5% 15,501 $5.8M
IronBridge Private Wealth, LLC 2.29% Add +5.2% 15,491 $5.8M
ICW Investment Advisors LLC 2.37% Reduce -0.1% 15,466 $5.8M
Calton & Associates, Inc. 1.32% Add +164.8% 15,465 $5.8M
Madison Park Capital Advisors, LLC 5.09% Reduce -51.1% 15,459 $5.8M
Verity Asset Management, Inc. 2.36% Add +83.2% 15,430 $5.8M
Gratus Wealth Advisors, LLC 0.95% Reduce -4.2% 15,431 $5.8M
Connective Capital Management, LLC 5.33% No change 15,420 $5.8M
Koss-Olinger Consulting, LLC 0.49% Add +36.8% 15,400 $5.8M
Marion Wealth Management 1.54% Add +1.0% 15,390 $5.8M
BOK Financial Private Wealth, Inc. 0.43% Reduce -13.6% 15,353 $5.8M
Gateway Wealth Partners, LLC 1.29% Add +4.2% 15,351 $5.8M
Traphagen Investment Advisors LLC 0.60% Add +11.1% 15,346 $5.8M
Rahlfs Capital, LLC 5.77% No change 15,340 $5.8M
Viawealth, LLC 3.55% Add +1.0% 15,336 $5.8M
Claris Financial LLC 3.78% No change 13,636 $5.7M
AlpenGlobal Capital LLC 4.15% Add +1.6% 15,299 $5.7M
Financial Management Network Inc. 1.29% Add +0.5% 16,044 $5.7M
ORG Partners LLC 1.46% Reduce -21.2% 15,019 $5.7M
Altus Wealth Group LLC 2.69% Add +0.3% 15,283 $5.7M
Manske Wealth Management 2.17% Add +9.1% 15,281 $5.7M
Brown Financial Advisors 2.36% Add +17.5% 15,259 $5.7M
Regency Capital Management Inc.\DE 3.42% Reduce -2.3% 15,250 $5.7M
Triad Wealth Partners, LLC 1.78% Add +7.5% 15,240 $5.7M
Legal Advantage Investments, Inc. 3.09% Add +3.9% 15,225 $5.7M
New Republic Capital, LLC 2.48% Add +7.9% 15,223 $5.7M
Prelude Capital Management, LLC 0.58% Reduce -19.6% 15,218 $5.7M
Ameriflex Group, Inc. 2.34% Add +4.9% 15,216 $5.7M
CM Wealth Advisors LLC 1.83% Reduce -2.6% 15,209 $5.7M
Schear Investment Advisers, LLC 3.28% Add +0.4% 15,188 $5.7M
JSF Financial, LLC 1.50% Reduce -1.4% 15,184 $5.7M
Waterfront Wealth Inc. 1.39% Reduce -6.9% 15,160 $5.7M
Quantum Financial Advisors, LLC 0.85% Reduce -4.0% 15,153 $5.7M
Onyx Bridge Wealth Group LLC 0.82% Add +1.4% 15,148 $5.7M
LaSalle St. Investment Advisors, LLC 1.34% Add +28.1% 15,146 $5.7M
Crux Wealth Advisors 2.96% Add +3.6% 15,144 $5.7M
Figure 8 Investment Strategies LLC 5.95% Reduce -0.1% 15,141 $5.7M
ABLE Financial Group, LLC 1.59% Add +0.9% 15,133 $5.7M
Weaver Consulting Group 1.71% Add +1.0% 15,128 $5.7M
Sage Rhino Capital LLC 1.32% Add +2.7% 15,113 $5.7M
Bluesphere Advisors LLC 3.25% Reduce -22.0% 15,110 $5.7M
TFC Financial Management, Inc. 0.87% Add +2.4% 15,100 $5.7M
Graphene Investments SAS 4.14% Add +12.7% 15,100 $5.7M
Emprise Bank 3.03% Reduce -11.2% 15,090 $5.7M
TFB Advisors LLC 1.63% Add +1.1% 15,087 $5.7M
Variant Private Wealth, LLC 6.07% Add +1.0% 15,068 $5.7M
Sweeney & Michel, LLC 2.47% — 15,925 $5.6M
Benchmark Investment Advisors LLC 3.66% Reduce -2.7% 15,032 $5.6M
Audent Global Asset Management, LLC 4.66% Reduce -5.6% 15,032 $5.6M
Consilium Wealth Advisory, LLC 2.83% Reduce -0.8% 15,021 $5.6M
MOKAN Wealth Management Inc. 3.39% Add +12.5% 15,006 $5.6M
Werlinich Asset Management, LLC 3.58% No change 15,000 $5.6M
KP Management LLC 2.16% No change 15,000 $5.6M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.35% Add +50.0% 15,000 $5.6M
Sculptor Capital LP 0.20% New 15,000 $5.6M
Concorde Financial Corp 3.10% Reduce -1.0% 14,999 $5.6M
Cloverfields Capital Group, LP 1.86% Reduce -1.6% 14,977 $5.6M
Atticus Wealth Management, LLC 1.83% Reduce -5.3% 14,961 $5.6M
Vickerman Investment Advisors, Inc. 1.27% Add +23.8% 14,950 $5.6M
Berkeley Capital Partners, LLC 1.54% Reduce -1.3% 14,914 $5.6M
Red Spruce Capital, LLC 2.63% Reduce -0.5% 14,912 $5.6M
Financial Advisors, LLC 1.10% Reduce -1.1% 14,907 $5.6M
Permanens Capital L.P. 1.02% Add +57.1% 14,899 $5.6M
Aspen Grove Capital, LLC 1.07% Add +0.3% 14,893 $5.6M
Comprehensive Financial Consultants Institutional, Inc. 1.99% Add +1.3% 14,883 $5.6M
Osprey Private Wealth LLC 3.31% Add +3.4% 14,875 $5.6M
One Wealth Advisors, LLC 0.83% Add +11.0% 14,870 $5.6M
Geo Capital Gestora de Recursos Ltd 7.91% Add +22.9% 14,871 $5.6M
Harvey Investment Co. LLC 0.62% Add +0.7% 14,870 $5.6M
Bowman & Co S.C. 2.75% Add +3.3% 14,842 $5.6M
Scott Capital Advisors, LLC 1.66% Reduce -2.7% 14,850 $5.6M
Monterey Private Wealth, Inc. 1.64% Add +0.7% 14,847 $5.6M
Mathes Company, Inc. 2.28% Reduce -3.9% 14,829 $5.6M
Home Federal Bank of Tennessee 1.65% Reduce -0.9% 14,826 $5.6M
Covenant Partners, LLC 1.80% Add +18.3% 14,826 $5.6M
Lee Financial Co 0.85% Reduce -13.3% 14,796 $5.6M
Granite Group Advisors, LLC 3.85% Add +0.1% 14,778 $5.5M
Integris Wealth Management, LLC 1.58% Reduce -1.7% 14,754 $5.5M
Sloy Dahl & Holst, LLC 0.97% Add +2.8% 14,719 $5.5M
Weaver Capital Management LLC 1.47% Add +47.2% 14,707 $5.5M
Core Wealth Partners LLC 3.21% Add +3.2% 14,696 $5.5M
Stanley Capital Management, LLC 1.09% No change 14,695 $5.5M
Edgewood Management LLC 0.02% Reduce -99.7% 14,693 $5.5M
Columbus Macro, LLC 0.73% Add +1.9% 14,679 $5.5M
Bay Rivers Group 2.89% Add +0.3% 14,673 $5.5M
Guidance Capital, Inc. 1.68% Add +0.2% 12,646 $5.5M
Occudo Quantitative Strategies LP 0.73% Add +44.9% 14,504 $5.5M
Investors Asset Management of Georgia Inc. /Ga/ 2.78% Reduce -2.4% 14,631 $5.5M
City State Bank 1.81% Add +4.3% 14,628 $5.5M
AA Financial Advisors, LLC 1.34% Reduce -0.1% 14,584 $5.5M
Secured Retirement Advisors, LLC 3.53% Add +84.0% 14,575 $5.5M
Schwarz Dygos Wheeler Investment Advisors LLC 1.30% Reduce -0.6% 14,566 $5.5M
Steele Capital Management, Inc. 0.28% Add +3.3% 14,563 $5.5M
Barr E S & Co. 0.33% Reduce -0.7% 14,517 $5.4M
First National Bank of Hutchinson 3.59% Reduce -3.5% 14,493 $5.4M
Roxbury Financial LLC 5.32% Reduce -1.7% 13,690 $5.4M
Alpine Bank Wealth Management 0.87% — 14,456 $5.4M
Wellspring Financial Advisors, LLC 0.60% Add +0.8% 1,001,832 $5.4M
Cypress Wealth Services, LLC 1.10% Add +0.9% 14,444 $5.4M
Colton Groome Financial Advisors, LLC 2.10% Reduce -7.6% 13,716 $5.4M
AXS Investments LLC 1.50% Reduce -0.2% 14,440 $5.4M
Empirical Asset Management, LLC 1.85% Reduce -96.7% 14,431 $5.4M
Arbor Trust Wealth Advisors, LLC 2.54% Add +0.1% 14,429 $5.4M
Worth Financial Advisory Group, LLC 3.44% Add +2.6% 14,421 $5.4M
Morton Community Bank 1.42% Reduce -1.2% 14,420 $5.4M
WP Advisors, LLC 1.80% Reduce -0.9% 14,416 $5.4M
Omnia Family Wealth, LLC 2.25% Add +20.3% 14,355 $5.4M
W.H. Cornerstone Investments Inc. 3.72% Reduce -1.1% 14,351 $5.4M
Cape Investment Advisory, Inc. 2.14% Add +0.8% 14,323 $5.4M
Clay Northam Wealth Management, LLC 3.75% Reduce -0.8% 14,299 $5.4M
Orrstown Financial Services Inc. 1.28% Reduce -11.5% 14,284 $5.4M
Griffith & Werner, Inc. 3.33% Add +10.3% 14,281 $5.4M
Runnymede Capital Advisors, Inc. 5.14% Reduce -3.9% 14,278 $5.4M
Trueblood Wealth Management, LLC 2.48% Add +3.1% 14,260 $5.4M
Autumn Glory Partners, LLC 2.66% Add +7.8% 18,090 $5.4M
Powers Advisory Group, LLC 2.55% Add +0.8% 14,256 $5.4M
GraniteShares Advisors LLC 3.41% Add +2.5% 14,251 $5.3M
Brueske Advisory Services, LLC 5.06% Reduce -2.3% 14,235 $5.3M
Reik & Co., LLC 1.24% Reduce -0.7% 14,230 $5.3M
Hemington Wealth Management 0.83% Add +1.0% 14,229 $5.3M
Mason & Associates Inc 1.33% Add +41.0% 14,227 $5.3M
Andrew Hill Investment Advisors, Inc. 5.16% Add +3.4% 14,209 $5.3M
Compass Wealth Management LLC 1.36% Add +7.5% 14,202 $5.3M
Uniting Wealth Partners, LLC 2.67% Reduce -2.1% 14,200 $5.3M
Madden Advisory Services, Inc. 2.48% Add +0.5% 14,198 $5.3M
Gradient Capital Advisors, LLC 1.74% Reduce -3.0% 14,186 $5.3M
First Heartland Consultants, Inc. 0.55% Reduce -2.6% 14,174 $5.3M
Prasad Wealth Partners, LLC 1.74% Add +4.7% 14,174 $5.3M
Brass Tax Wealth Management, Inc. 1.12% Add +2.0% 14,159 $5.3M
Thornburg Investment Management Inc. 0.07% Reduce -0.9% 14,159 $5.3M
Meridian Financial Partners LLC 2.70% Add +4.2% 14,157 $5.3M
Jeppson Wealth Management, LLC 1.94% Add +1.4% 14,149 $5.3M
Montz Harcus Wealth Management LLC 2.90% Add +3.8% 14,146 $5.3M
Capstone Financial Advisors, Inc. 0.33% Add +2.1% 14,118 $5.3M
Smith Anglin Financial, LLC 0.56% Add +4.5% 14,116 $5.3M
CFS Investment Advisory Services, LLC 0.47% Add +0.5% 14,115 $5.3M
Athena Investment Management 3.21% Reduce -0.1% 14,099 $5.3M
Hourglass Capital, LLC 1.38% Reduce -2.8% 14,095 $5.3M
Port Capital LLC 0.24% Reduce -1.3% 14,089 $5.3M
Lodestone Wealth Management LLC 2.81% Add +1.2% 14,089 $5.3M
Somerset Group LLC 4.81% Add +2.4% 14,087 $5.3M
Gilman Hill Asset Management, LLC 0.92% Reduce -1.0% 14,081 $5.3M
Herbst Group, LLC 3.74% Reduce -9.3% 14,080 $5.3M
Traveka Wealth, LLC 2.96% Reduce -10.2% 14,079 $5.3M
Peterson Wealth Management 3.55% Add +4.5% 14,047 $5.3M
Rockport Wealth LLC 1.86% Reduce -3.5% 14,046 $5.3M
YANKCOM Partnership 2.90% Add +3.0% 14,024 $5.3M
Kampmann Melissa S. 4.16% Reduce -0.2% 14,020 $5.3M
Etesian Wealth Advisors, Inc. 2.27% Add +3.8% 14,003 $5.3M
Van Den Berg Management I, Inc. 1.61% Add +4.5% 14,002 $5.3M
BIP Wealth, LLC 0.34% Reduce -0.0% 14,001 $5.3M
Ameliora Wealth Management Ltd. 1.98% Add +0.8% 13,999 $5.3M
Flavin Financial Services, Inc. 4.82% Add +3.2% 13,971 $5.2M
Certified Advisory Corp 0.59% Reduce -4.5% 13,959 $5.2M
Delos Wealth Advisors, LLC 4.15% Add +2.0% 13,959 $5.2M
American State Bank (Iowa) 3.16% Add +3.4% 13,951 $5.2M
Cookson Peirce & Co. Inc. 0.26% Reduce -93.3% 13,932 $5.2M
LeClair Wealth Partners LLC 3.76% Add +0.0% 13,910 $5.2M
Pinnacle Wealth Management Group, Inc. 3.64% Reduce -3.8% 13,890 $5.2M
Invera Wealth Advisors, LLC 3.37% New 13,882 $5.2M
Compass Ion Advisors, LLC 0.61% Reduce -3.3% 13,876 $5.2M
Aperture Investors, LLC 0.79% Reduce -14.6% 13,823 $5.2M
Cetera Trust Company, N.A 3.30% Reduce -1.5% 13,815 $5.2M
Centennial Bank 2.47% Reduce -2.2% 13,814 $5.2M
Argent Advisors, Inc. 1.74% Add +23.3% 13,814 $5.2M
Millennium Capital Advisors, LLC 3.83% Reduce -1.4% 13,813 $5.2M
Blue Investment Partners LLC 1.95% Reduce -0.2% 13,799 $5.2M
Roehl & Yi Investment Advisors, LLC 2.81% Add +0.3% 13,795 $5.2M
Wernau Asset Management Inc. 5.35% Reduce -0.3% 13,781 $5.2M
ORBA Wealth Advisors, L.L.C. 2.61% Reduce -0.1% 13,780 $5.2M
Oak Harvest Investment Services 0.72% Reduce -43.8% 13,753 $5.2M
KWB Wealth 0.62% Add +3.0% 12,238 $5.2M
Jacobsen Capital Management 2.24% Add +1.1% 13,739 $5.2M
Robbins Farley 2.74% Reduce -0.1% 13,735 $5.2M
Bienville Capital Management, LLC 1.25% Reduce -8.9% 13,733 $5.2M
Watchman Group, Inc. 1.44% Reduce -11.3% 13,731 $5.2M
Warm Springs Advisors Inc. 5.17% Reduce -1.2% 13,705 $5.1M
Archer Investment Corp 1.33% Add +6.3% 13,704 $5.1M
LifeSteps Financial, Inc. 4.17% Reduce -3.4% 13,693 $5.1M
Founders Grove Wealth Partners, LLC 1.43% Reduce -0.1% 13,688 $5.1M
Realta Investment Advisors 2.34% Reduce -8.2% 13,683 $5.1M
Paragon Advisors, LLC 1.94% Reduce -1.8% 13,667 $5.1M
Fortem Financial Group, LLC 1.99% Add +15.1% 13,652 $5.1M
WNY Asset Management, LLC 0.61% Reduce -1.3% 13,649 $5.1M
Viewpoint Capital Management LLC 2.76% Reduce -0.0% 13,646 $5.1M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 5.26% Add +142.4% 13,641 $5.1M
2UniFi Bank 3.31% Add +1.3% 12,891 $5.1M
Aspetuck Financial Management LLC 4.40% Reduce -0.9% 13,615 $5.1M
ELCO Management Co., LLC 2.83% Add +8.7% 13,615 $5.1M
Reliant Investment Management, LLC 2.65% Reduce -5.7% 13,613 $5.1M
Putney Financial Group LLC 5.37% Reduce -3.2% 13,607 $5.1M
Seeds Investor LLC 1.43% Reduce -6.4% 13,606 $5.1M
Menard Financial Group LLC 3.35% Add +1.9% 11,779 $5.1M
Orser Capital Management, LLC 3.75% Add +1.0% 13,594 $5.1M
Crescent Grove Advisors, LLC 0.53% Reduce -4.6% 13,575 $5.1M
Purkiss Capital Advisors LLC 3.85% Add +6.9% 13,569 $5.1M
North Ridge Wealth Advisors, Inc. 3.40% Reduce -0.3% 13,552 $5.1M
Creative Financial Designs Inc. 0.41% Add +2.5% 13,545 $5.1M
Barings LLC 0.13% Add +5.4% 13,540 $5.1M
Fire Capital Management LLC 3.74% Add +8.3% 13,536 $5.1M
Wescott Financial Advisory Group, LLC 0.53% Add +54.6% 13,530 $5.1M
Atlantic Edge Private Wealth Management, LLC 1.55% Add +1.5% 13,527 $5.1M
Oregon Pacific Wealth Management, LLC 5.07% Add +1.4% 13,523 $5.1M
Cabot Wealth Management Inc. 0.65% Add +0.3% 13,520 $5.1M
Veracity Capital LLC 1.99% Reduce -1.4% 13,501 $5.1M
Gemmer Asset Management LLC 0.51% Reduce -1.6% 13,496 $5.1M
Winthrop Capital Management, LLC 1.39% Add +5.9% 13,481 $5.1M
Cordgrass Capital Advisors, LLC 1.45% Reduce -10.0% 13,470 $5.1M
MRA Advisory Group 2.70% Reduce -13.2% 13,466 $5.1M
Blueprint Investment Partners LLC 0.92% Reduce -66.4% 13,462 $5.1M
Stamos Capital Partners, L.P. 1.32% Add +14.4% 13,458 $5.1M
Emerald Advisers, LLC 0.23% Reduce -24.5% 13,458 $5.1M
Quantessence Capital LLC 1.26% New 13,450 $5.0M
SkyView Investment Advisors, LLC 0.76% Add +2.3% 13,440 $5.0M
Financial Life Planners 4.90% Reduce -9.9% 13,413 $5.0M
Shoker Investment Counsel, Inc. 1.70% Reduce -1.7% 13,398 $5.0M
Wittenberg Investment Management, Inc. 2.28% Reduce -8.1% 13,395 $5.0M
BlackDiamond Wealth Management, LLC 3.40% Reduce -5.9% 11,459 $5.0M
Butensky & Cohen Financial Security, Inc. 1.54% Reduce -0.3% 13,384 $5.0M
StoneCrest Wealth Management, Inc. 3.19% Reduce -0.2% 13,383 $5.0M
Garden State Investment Advisory Services LLC 1.61% Add +0.9% 13,398 $5.0M
Kennebec Savings Bank 5.32% Add +4.3% 13,381 $5.0M
Sandy Cove Advisors, LLC 2.02% Reduce -1.1% 13,365 $5.0M
Night Squared LP 2.96% — 13,348 $5.0M
Financial Advisory Partners, LLC 1.68% Reduce -0.8% 13,338 $5.0M
Riggs Asset Managment Co. Inc. 1.43% Reduce -29.2% 13,337 $5.0M
Hamilton Capital, LLC 0.30% Add +10.7% 13,321 $5.0M
Guardian Asset Advisors, LLC 3.26% Reduce -0.3% 13,291 $5.0M
S&T Bank 1.63% Add +0.9% 13,297 $5.0M
Financial Gravity Asset Management, Inc. 1.09% — 13,289 $5.0M
KKM Financial LLC 2.11% Add +1.3% 13,144 $5.0M
Eaton Financial Holdings Company, LLC 2.07% Reduce -14.5% 13,288 $5.0M
Trexquant Investment LP 0.06% Reduce -52.5% 13,277 $5.0M
Prevail Innovative Wealth Advisors, LLC 1.33% Add +22.3% 13,273 $5.0M
Sanders Morris Harris LLC 0.78% Reduce -0.0% 13,112 $5.0M
Bouchey Financial Group, Ltd. 0.45% Add +7.3% 13,271 $5.0M
Convergence Investment Partners, LLC 1.38% Reduce -0.9% 13,270 $5.0M
Elefante Mark B 3.95% Add +21.6% 13,269 $5.0M
Montgomery Investment Management Inc. 1.98% Reduce -1.5% 13,255 $5.0M
Agp Franklin, LLC 3.06% Add +30.9% 12,844 $5.0M
Clean Yield Group 1.61% Reduce -2.8% 13,194 $5.0M
Affinity Investment Advisors, LLC 4.03% Add +43.4% 13,191 $5.0M
Patron Partners, LLC 2.67% Add +0.3% 13,177 $4.9M
Prudent Man Advisors, LLC 1.80% Add +3.9% 13,176 $4.9M
William Allan Corp 3.10% Reduce -0.2% 13,152 $4.9M
Aspire Private Capital, LLC 1.23% Add +33.0% 13,143 $4.9M
Boothbay Fund Management, LLC 0.18% Reduce -73.8% 13,139 $4.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.75% Add +5.5% 13,136 $4.9M
Investors Research Corp 1.07% Reduce -0.6% 13,134 $4.9M
River Street Advisors LLC 2.44% Add +5.3% 13,129 $4.9M
Roof Eidam Maycock Peralta, LLC 1.31% Reduce -1.3% 13,119 $4.9M
O'ROURKE & COMPANY, Inc 2.44% Reduce -1.7% 13,099 $4.9M
High Net Worth Advisory Group LLC 1.39% Add +1.9% 13,086 $4.9M
PCA Investment Advisory Services Inc. 2.60% Add +23.0% 13,087 $4.9M
Woodard & Co. Asset Management Group Inc. 1.03% Reduce -4.4% 13,072 $4.9M
Midwest Professional Planners, LTD. 1.53% Reduce -5.2% 13,071 $4.9M
Peddock Capital Advisors, LLC 1.24% Reduce -0.2% 13,069 $4.9M
Cook Wealth, LLC 2.38% Reduce -8.4% 11,525 $4.9M
Greykasell Wealth Strategies, Inc. 2.61% Add +2.0% 13,033 $4.9M
Masso Torrence Wealth Management Inc. 2.61% Add +5.0% 13,032 $4.9M
WealthBridge Capital Management, LLC 1.38% Add +0.5% 13,013 $4.9M
Tectonic Advisors LLC 0.31% Add +2.5% 13,000 $4.9M
Astoria Portfolio Advisors LLC. 1.66% Add +33.8% 13,024 $4.9M
Tilia Fiduciary Partners, Inc. 3.25% Add +3.8% 12,981 $4.9M
Nebula Research & Development LLC 0.45% Add +301.4% 12,962 $4.9M
Next Level Private LLC 1.81% Add +0.7% 12,949 $4.9M
B.O.S.S. Retirement Advisors, LLC 1.41% Reduce -12.3% 12,933 $4.9M
Hubbell Strickland Wealth Management, LLC 2.30% Reduce -0.7% 12,933 $4.9M
Hillsdale Investment Management Inc. 0.25% Reduce -2.0% 12,914 $4.8M
Ullmann Wealth Partners Group, LLC 0.64% Reduce -0.8% 12,905 $4.8M
Wealthspire Retirement, LLC 0.38% Add +2.7% 12,903 $4.8M
Finivi Inc. 3.90% Add +3.9% 12,898 $4.8M
Total Clarity Wealth Management, Inc. 1.58% No change 11,483 $4.8M
Cim, LLC 0.72% Add +3.2% 12,883 $4.8M
Leonard Rickey Investment Advisors P.L.L.C. 1.04% Reduce -1.9% 12,447 $4.8M
Dagco, Inc. 1.56% Add +1.6% 12,852 $4.8M
Capital Markets Trading UK LLP 5.50% Reduce -87.9% 12,847 $4.8M
Kingsman Wealth Management, Inc. 3.52% — 12,822 $4.8M
OneAscent Family Office, LLC 4.48% Add +280.2% 12,736 $4.8M
Terra Alpha Investments LLC 5.23% Add +5.9% 12,816 $4.8M
Kane Investment Management, Inc. 2.32% Add +0.3% 12,811 $4.8M
Syntegra Private Wealth Group, LLC 0.56% Reduce -1.3% 12,807 $4.8M
Murphy, Middleton, Hinkle & Parker, Inc. 2.69% Add +0.4% 12,799 $4.8M
Lokken Investment Group LLC 2.03% Reduce -4.1% 12,802 $4.8M
Bretton Capital Management, LLC 4.55% No change 12,800 $4.8M
PBMares Wealth Management LLC 0.96% Reduce -4.3% 12,796 $4.8M
Harfst & Associates, Inc. 1.11% Reduce -3.8% 12,764 $4.8M
Davies Financial Advisors, Inc. 4.08% Add +28.8% 12,764 $4.8M
Sunpointe, LLC 2.55% Reduce -15.9% 12,759 $4.8M
HF Advisory Group, LLC 2.09% Add +6.1% 12,757 $4.8M
Neo Ivy Capital Management 1.52% Add +54.2% 12,754 $4.8M
Lakeridge Wealth Management LLC 2.39% Reduce -1.2% 12,754 $4.8M
HITE Hedge Asset Management LLC 0.30% No change 12,742 $4.8M
Counterweight Ventures, LLC 3.43% Add +2.2% 12,734 $4.8M
Advus Financial Partners, LLC 1.34% Reduce -0.3% 12,730 $4.8M
Global Trust Asset Management, LLC 2.91% Reduce -14.3% 12,724 $4.8M
West Oak Capital, LLC 2.66% Reduce -3.4% 12,699 $4.8M
Western Pacific Wealth Management, LP 4.30% Reduce -1.6% 12,680 $4.8M
Insight Wealth Strategies, LLC 0.64% Add +0.7% 12,648 $4.7M
ERn Financial, LLC 0.75% Reduce -3.9% 12,641 $4.7M
Ironwood Financial, llc 1.02% Reduce -8.6% 12,637 $4.7M
Baron Silver Stevens Financial Advisors, LLC 0.83% Reduce -4.0% 12,629 $4.7M
First Affirmative Financial Network 2.90% Reduce -9.1% 12,617 $4.7M
Wedgewood Investors Inc. 5.62% Reduce -0.3% 12,610 $4.7M
PAX Financial Group, LLC 0.84% Add +8.1% 12,606 $4.7M
Horizon Kinetics Asset Management LLC 0.05% Reduce -1.4% 12,597 $4.7M
Investment Partners Asset Management, Inc. 3.71% Reduce -1.2% 12,595 $4.7M
Bond & Devick Financial Network, Inc. 1.71% Reduce -6.9% 12,588 $4.7M
Hudock, Inc. 0.83% Add +0.8% 12,584 $4.7M
Banco de Sabadell, S.A 3.58% Reduce -26.6% 12,554 $4.7M
Joseph Group Capital Management 1.80% Add +18.9% 12,549 $4.7M
Vista Investment Partners LLC 1.43% Reduce -11.2% 12,529 $4.7M
Trustco Bank Corp. N Y 5.09% Reduce -1.1% 12,507 $4.7M
Applied Capital LLC 3.77% Reduce -0.4% 12,506 $4.7M
Successful Portfolios LLC 3.19% Reduce -0.8% 12,503 $4.7M
Bolthouse Investments, LLC 4.89% Add +1.0% 12,497 $4.7M
HMS Capital Management, LLC 2.60% Reduce -5.4% 13,107 $4.7M
Orion Capital Management LLC 1.97% Add +7.5% 12,475 $4.7M
Spectrum Asset Management, Inc. (NB/CA) 2.08% Add +1.0% 12,474 $4.7M
Purus Wealth Management, LLC 1.99% Add +0.2% 12,470 $4.7M
Wealthstream Advisors, Inc. 0.88% Add +0.4% 12,466 $4.7M
Invst, LLC 0.64% Reduce -16.9% 12,465 $4.7M
SoundView Advisors Inc. 1.93% Reduce -10.5% 12,467 $4.7M
SAM Advisors, LLC 1.75% Reduce -1.8% 12,455 $4.7M
Liberty Square Wealth Partners LLC 1.78% Reduce -2.5% 12,454 $4.7M
CCG Wealth Management, LLC 2.79% Add +1.5% 12,441 $4.7M
Manchester Financial Inc. 1.05% Reduce -20.8% 12,437 $4.7M
SWP Investment Management LLC 5.82% — 12,426 $4.7M
Lane & Associates LLC 2.51% Reduce -0.4% 12,420 $4.7M
Fortress Private Ledger, LLC 2.60% Add +6.9% 12,407 $4.7M
Wealthspan Partners, LLC 2.15% Reduce -0.9% 12,397 $4.7M
Semus Wealth Partners LLC 3.24% Add +2.6% 12,392 $4.7M
New England Research & Management, Inc. 2.36% Reduce -2.0% 12,388 $4.7M
Perkins Capital Management Inc. 4.90% Reduce -0.2% 12,385 $4.6M
Wolff Wiese Magana LLC 3.16% Add +2.4% 12,382 $4.6M
Gallagher Capital Advisors, LLC 3.54% Add +0.1% 12,376 $4.6M
Corps Capital Advisors, LLC 4.89% Reduce -0.0% 12,369 $4.6M
Aberdeen Wealth Management LLC 3.20% Reduce -2.3% 12,367 $4.6M
Great Point Wealth Advisors, LLC 1.00% Reduce -0.7% 12,365 $4.6M
Iams Wealth Management, LLC 2.12% Add +11.7% 12,357 $4.6M
Mountain Pacific Investment Advisers LLC 0.34% Reduce -1.1% 12,335 $4.6M
Twin Peaks Wealth Advisors, LLC 2.11% Reduce -5.7% 11,992 $4.6M
Cavalier Investments, LLC 1.57% Reduce -0.2% 12,319 $4.6M
Cahaba Wealth Management, Inc. 0.38% Add +1.5% 12,312 $4.6M
Fuller & Thaler Asset Management, Inc. 0.02% No change 12,295 $4.6M
1900 Wealth Management LLC 0.38% Add +21.2% 12,290 $4.6M
Elevate Capital Advisors, LLC 4.27% Add +20.9% 12,288 $4.6M
Agur Provident & Training Funds Management Ltd. 1.84% No change 12,262 $4.6M
Forte Asset Management LLC 2.32% Add +1.9% 12,254 $4.6M
E&G Advisors, LLC 1.30% Reduce -7.0% 12,246 $4.6M
Horizon Wealth Management, LLC 0.77% Add +4.4% 12,237 $4.6M
Register Financial Advisors LLC 2.39% Add +1.1% 12,216 $4.6M
McLean Asset Management Corp 1.51% Reduce -3.2% 12,930 $4.6M
Taylor Hoffman Capital Management LLC 1.70% Add +9.3% 11,986 $4.6M
Redwood Investments, LLC 1.72% Reduce -3.5% 12,196 $4.6M
SeaTown Holdings Pte. Ltd. 3.95% Reduce -48.1% 12,185 $4.6M
Greenup Street Wealth Management LLC 0.91% Reduce -22.1% 12,172 $4.6M
Windmill Hill Asset Management Ltd 1.41% Add +21.7% 12,163 $4.6M
Silver Lake Advisory, LLC 1.99% Reduce -0.8% 12,158 $4.6M
KDT Advisors, LLC 6.70% Reduce -2.5% 12,144 $4.6M
Safeguard Investment Advisory Group, LLC 1.24% Add +33.8% 12,131 $4.6M
Alesco Advisors, LLC, An ESL Co 0.14% Add +0.0% 12,140 $4.6M
Cooper Capital Advisors LLC 4.87% Reduce -21.4% 12,102 $4.5M
Redwood Wealth Management Group, LLC 2.31% Reduce -1.4% 12,092 $4.5M
Marest Capital, LLC 3.77% Reduce -25.1% 12,084 $4.5M
One Wealth Management Investment & Advisory Services, LLC 7.51% Add +5.0% 12,083 $4.5M
Asset Management Group, Inc. 0.84% Add +1.2% 12,078 $4.5M
Evernest Financial Advisors, LLC 1.63% Reduce -77.5% 12,074 $4.5M
Catalina Capital Group, LLC 3.02% Reduce -62.4% 12,067 $4.5M
Clarendon Private LLC 4.78% Add +0.1% 12,054 $4.5M
Walker Asset Management, LLC 2.75% Reduce -1.3% 12,035 $4.5M
McAlister, Sweet & Associates, Inc. 3.42% New 12,033 $4.5M
Terra Nova Asset Management LLC 3.55% Reduce -12.3% 12,032 $4.5M
Advyzon Investment Management, LLC 1.60% Add +49.6% 12,022 $4.5M
QTR Family Wealth, LLC 3.39% — 11,979 $4.5M
Garda Capital Partners LP 2.52% New 11,971 $4.5M
Pacific Wealth Strategies Group, Inc. 3.35% Reduce -4.6% 11,969 $4.5M
U S Wealth Group, Llc. 3.55% Reduce -2.1% 11,944 $4.5M
Left Brain Wealth Management, LLC 1.96% Reduce -0.4% 11,935 $4.5M
Foster Group, Inc. 0.17% Add +11.8% 11,924 $4.5M
Unique Wealth Strategies, LLC 2.03% Add +3.6% 11,915 $4.5M
Private Harbour Investment Management & Counsel, LLC 4.96% Reduce -5.2% 11,906 $4.5M
Elm3 Financial Group, LLC 3.92% Reduce -8.1% 11,892 $4.5M
Schulhoff & Co. Inc. 1.97% Reduce -0.6% 11,871 $4.5M
Crescent Sterling, Ltd. 4.56% Add +1.1% 11,854 $4.5M
GEM Asset Management, LLC 2.49% Add +2.7% 11,639 $4.4M
Graves Light Lenhart Wealth, Inc. 0.55% Add +1.1% 11,849 $4.4M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.91% No change 11,802 $4.4M
UNICOM Systems, Inc. 0.90% No change 11,800 $4.4M
Murphy Pohlad Asset Management LLC 1.88% Reduce -2.6% 11,795 $4.4M
Wealth Advisory Solutions, LLC 1.17% Reduce -0.5% 11,790 $4.4M
Forza Wealth Management, LLC 1.99% Reduce -1.0% 11,789 $4.4M
Emerald Advisors, LLC 0.59% Add +4.0% 11,782 $4.4M
Marshall Financial Group, LLC 0.97% Add +1.4% 11,780 $4.4M
Meadow Creek Wealth Advisors LLC 3.30% Add +0.1% 11,779 $4.4M
Absoluto Partners Gestao de Recursos Ltda 4.01% Add +16.3% 11,776 $4.4M
South Plains Financial, Inc. 3.44% Add +9.2% 11,766 $4.4M
RFP Financial Group LLC 1.78% Reduce -0.3% 11,753 $4.4M
Palouse Capital Management, Inc. 3.01% Add +4.3% 11,753 $4.4M
Signature Wealth Management Group 1.72% Reduce -0.9% 11,731 $4.4M
Royal Harbor Partners, LLC 1.70% Reduce -1.4% 11,707 $4.4M
Brown University 2.03% No change 11,700 $4.4M
Ardsley Advisory Partners LP 1.02% Reduce -61.0% 11,700 $4.4M
GoalVest Advisory LLC 1.21% Add +6.6% 11,692 $4.4M
RIA Advisory Group LLC 1.43% Add +15.2% 11,688 $4.4M
Eagle Bay Advisors LLC 3.71% Reduce -8.5% 11,661 $4.4M
Nvest Financial, LLC 2.34% Reduce -1.6% 11,649 $4.4M
Commons Capital, LLC 4.01% Reduce -5.5% 11,648 $4.4M
Silverberg Bernstein Capital Management LLC 4.07% Add +340.6% 11,642 $4.4M
Fortis Group Advisors, LLC 0.85% Reduce -6.7% 11,632 $4.4M
Knightsbridge Asset Management, LLC 1.14% Add +7.8% 11,627 $4.4M
Eagle Strategies LLC 0.76% Reduce -6.2% 11,625 $4.4M
Affiance Financial, LLC 1.02% Reduce -4.3% 11,616 $4.4M
Opes Wealth Management LLC 0.88% Add +1.5% 11,602 $4.4M
Fermata Advisors, LLC 0.79% Add +0.7% 11,598 $4.4M
Oxinas Partners, LLC 2.57% Add +4.8% 11,582 $4.3M
Ssi Investment Management LLC 1.76% Reduce -0.1% 11,565 $4.3M
Avanda Investment Management Pte. Ltd. 1.54% Add +0.8% 11,563 $4.3M
Novak & Powell Financial Services, Inc. 2.70% Reduce -1.3% 11,556 $4.3M
BridgePort Financial Solutions, LLC 1.96% Add +0.2% 11,555 $4.3M
Todd Asset Management LLC 0.10% No change 11,551 $4.3M
Taylor & Morgan Wealth Management, LLC 3.27% Reduce -2.1% 11,540 $4.3M
Prospect Capital Advisors, LLC 2.96% Reduce -6.1% 11,505 $4.3M
Monetta Financial Services Inc. 3.82% Reduce -28.1% 11,500 $4.3M
RV Capital AG 0.95% No change 11,500 $4.3M
Cahill Financial Advisors Inc. 0.59% Reduce -2.3% 11,493 $4.3M
Alan B Lancz & Associates, Inc. 4.60% Add +7.5% 11,493 $4.3M
Gables Capital Management Inc. 2.13% Add +1.3% 11,489 $4.3M
Falcon Wealth Planning 0.48% Add +6.4% 11,465 $4.3M
Virginia Wealth Management Group, Inc. 2.66% Reduce -12.3% 11,461 $4.3M
Carolinas Wealth Consulting LLC 0.92% Reduce -19.8% 11,434 $4.3M
AGH Wealth Advisors, LLC 4.13% Reduce -3.4% 11,411 $4.3M
Burt Wealth Advisors 1.07% Reduce -1.0% 11,398 $4.3M
Bigelow Investment Advisors, LLC 2.03% Add +0.1% 11,376 $4.3M
Proathlete Wealth Management LLC 1.56% Reduce -0.3% 11,356 $4.3M
Focused Wealth Management, Inc 0.58% Add +11.4% 11,375 $4.3M
Amplius Wealth Advisors, LLC 0.44% Reduce -5.0% 11,364 $4.3M
Sulzberger Capital Advisors, Inc. 5.60% Reduce -13.6% 11,341 $4.3M
Matauro, LLC 0.86% Add +43.6% 11,341 $4.3M
Wealthquest Corp 0.35% Reduce -3.2% 11,322 $4.3M
Rockingstone Advisors LLC 1.91% Add +0.8% 11,317 $4.2M
Investment Advisory Group, LLC 1.42% Reduce -12.8% 11,300 $4.2M
Castle Wealth Management LLC 1.66% Add +4.2% 11,293 $4.2M
Smith Shellnut Wilson LLC 1.94% Add +0.1% 11,283 $4.2M
MeadowBrook Investment Advisors LLC 4.02% Reduce -0.2% 11,273 $4.2M
Samalin Investment Counsel, LLC 1.72% Add +4.6% 11,258 $4.2M
Monograph Wealth Advisors, LLC 0.58% Reduce -42.4% 11,256 $4.2M
Gitterman Wealth Management, LLC 1.12% Add +0.2% 11,246 $4.2M
TCFG Wealth Management, LLC 2.13% Add +1.2% 11,235 $4.2M
Cacti Asset Management LLC 0.33% No change 11,130 $4.2M
Northstar Group, Inc. 0.71% Reduce -2.4% 11,231 $4.2M
Beacon Financial Advisory LLC 1.28% Add +13.8% 11,228 $4.2M
Mb, Levis & Associates, LLC 1.95% Reduce -0.3% 11,217 $4.2M
Quantum Portfolio Management LLC 2.13% Add +33.9% 11,212 $4.2M
Affinity Capital Advisors, LLC 0.83% Add +2.5% 10,808 $4.2M
Napean Trading & Investment Co (Singapore) PTE Ltd 1.22% Reduce -56.9% 11,155 $4.2M
Five Oceans Advisors 2.00% Reduce -17.5% 11,111 $4.2M
Bullseye Investment Management, LLC 2.66% Reduce -30.9% 11,105 $4.2M
Hoxton Planning & Management, LLC 1.59% Reduce -2.5% 11,095 $4.2M
Spahn Wealth & Retirement LLC 3.05% Reduce -0.4% 11,075 $4.2M
Copperwynd Financial, LLC 1.15% Reduce -8.2% 11,059 $4.2M
Uptick Partners, LLC 1.41% Add +1.5% 11,057 $4.2M
Mosaic Family Wealth Partners, LLC 0.59% Reduce -5.0% 11,037 $4.1M
Karani Asset Management LLC 4.39% Reduce -24.3% 11,035 $4.1M
Crew Capital Management, Ltd 3.39% Add +2.3% 11,031 $4.1M
Pacific Point Advisors, LLC 2.30% Reduce -14.7% 11,020 $4.1M
New Wave Wealth Advisors LLC 1.85% Add +15.3% 11,011 $4.1M
Blue Sky Capital Consultants Group, Inc. 2.70% Add +1.8% 11,006 $4.1M
Turn8 Private Wealth Inc. 3.23% Add +3.2% 11,000 $4.1M
Access Financial Services, Inc. 1.66% Add +6.0% 10,976 $4.1M
Provenance Wealth Advisors, LLC 0.59% Reduce -10.2% 10,971 $4.1M
Quad-Cities Investment Group, LLC 2.03% Add +3.2% 10,963 $4.1M
Victory Financial Group, LLC 0.79% Add +23.6% 10,928 $4.1M
Blue Square Asset Management, LLC 2.21% Add +26.8% 10,954 $4.1M
Tsfg, LLC 0.84% Add +3.0% 10,944 $4.1M
Aull & Monroe Investment Management Corp 2.05% Add +2.2% 10,942 $4.1M
Aire Advisors, LLC 0.86% Reduce -16.5% 10,941 $4.1M
Benchmark Financial Wealth Advisors, LLC 1.55% Reduce -7.2% 10,929 $4.1M
Pine Harbor Wealth Management, LLC 1.64% Reduce -2.1% 10,922 $4.1M
Brookmont Capital Management 2.31% Reduce -4.3% 10,919 $4.1M
Robinswood Financial LLC 1.51% Add +2.6% 10,911 $4.1M
Alta Wealth Advisors LLC 1.88% Add +0.7% 10,895 $4.1M
Cladis Investment Advisory, LLC 2.96% Add +6.6% 10,887 $4.1M
McElhenny Sheffield Capital Management, LLC 1.53% Reduce -0.2% 10,887 $4.1M
RW Investment Management LLC 0.50% Add +1.2% 10,881 $4.1M
Conscious Wealth Investments, LLC 2.84% Add +31.0% 9,310 $4.1M
Shum Financial Group, Inc. 3.53% Add +3.0% 10,881 $4.1M
Proffitt & Goodson Inc. 0.67% Reduce -0.9% 10,880 $4.1M
Carr Financial Group Corp 1.34% Reduce -8.7% 10,875 $4.1M
CLG LLC 1.42% Add +0.2% 10,862 $4.1M
Warther Private Wealth, LLC 1.36% Reduce -45.9% 10,861 $4.1M
Goldstein Advisors, LLC 0.60% Add +2.0% 10,857 $4.1M
Dudley & Shanley, Inc. 0.64% Reduce -6.1% 10,854 $4.1M
Libra Wealth LLC 1.53% Add +8.6% 10,846 $4.1M
Titleist Asset Management, LLC 0.47% Reduce -6.7% 10,832 $4.1M
Obsidian Cio, LLC 0.66% Add +43.3% 10,831 $4.1M
Pinnacle Holdings, LLC 1.79% Reduce -5.5% 10,830 $4.1M
Sentinel Pension Advisors, LLC 0.75% Add +0.2% 10,829 $4.1M
Ti-Trust, Inc. 2.69% No change 10,815 $4.1M
Coastwise Capital Group, LLC 3.42% Add +29.5% 10,814 $4.1M
Delphi Financial Group, Inc. 2.50% No change 10,800 $4.1M
Insight Inv LLC 2.79% Add +376.3% 50,130 $4.0M
Amica Retiree Medical Trust 6.19% Reduce -23.2% 10,787 $4.0M
Mendel Capital Management LLC 2.45% Reduce -1.6% 10,786 $4.0M
bLong Financial, LLC 3.59% Add +1.4% 10,777 $4.0M
Luts & Greenleigh Group, Inc. 4.02% Reduce -0.6% 10,776 $4.0M
D.B. Root & Company, LLC 1.31% Reduce -5.3% 10,775 $4.0M
Front Street Capital Management, Inc. 0.77% Add +0.1% 10,621 $4.0M
Beam Wealth Advisors, Inc. 1.36% Reduce -6.1% 10,762 $4.0M
Bingham Private Wealth, LLC 4.16% Add +4.0% 10,730 $4.0M
Invenio Wealth Partners LLC 1.69% Add +0.6% 10,723 $4.0M
Financial Council, LLC 2.17% Reduce -0.2% 10,713 $4.0M
Acorn Financial Advisory Services Inc. 0.73% Reduce -15.1% 10,685 $4.0M
Clark Asset Management, LLC 0.67% Add +10.1% 10,623 $4.0M
Conway Capital Management, Inc. 1.99% Reduce -1.6% 10,600 $4.0M
Morgens Waterfall Vintiadis & Co. Inc. 4.51% Reduce -34.2% 10,600 $4.0M
Rialto Wealth Management, LLC 1.25% Add +1.5% 10,598 $4.0M
MWA Asset Management 2.76% Add +3.5% 10,590 $4.0M
New Insight Wealth Advisors 1.80% Add +33.9% 10,558 $4.0M
Sachetta, LLC 1.62% Reduce -4.8% 10,529 $4.0M
Darwin Wealth Management, LLC 1.33% No change 9,360 $3.9M
Swisher Financial Concepts, Inc. 3.26% Add +29.1% 10,499 $3.9M
Ellenbecker Investment Group 0.71% Reduce -2.0% 10,477 $3.9M
Avantra Family Wealth, Inc. 3.77% Add +1.4% 10,471 $3.9M
Goepper Burkhardt LLC 1.57% Add +12.6% 10,467 $3.9M
Halbert Hargrove Global Advisors, LLC 0.22% Reduce -32.1% 10,466 $3.9M
Gordian Advisors LLC 3.12% Add +0.0% 10,462 $3.9M
Keynote Financial Services LLC 2.82% Add +0.1% 10,461 $3.9M
Financial Sense Advisors, Inc. 1.12% Reduce -0.1% 10,452 $3.9M
Firethorn Wealth Partners, LLC 1.87% Add +7.3% 10,449 $3.9M
tru Independence LLC 1.22% Add +0.1% 10,438 $3.9M
Vista Cima Wealth Management LLC 4.22% Reduce -6.5% 10,431 $3.9M
New World Advisors LLC 0.89% Add +61.3% 10,423 $3.9M
Cascade Investment Advisors, Inc. 2.64% Reduce -1.1% 10,415 $3.9M
Rogco, LP 1.57% Reduce -12.4% 10,411 $3.9M
Crowley Wealth Management, Inc. 3.72% Reduce -2.2% 10,399 $3.9M
MADDEN SECURITIES Corp 1.51% Add +1.4% 10,381 $3.9M
MinichMacGregor Wealth Management, LLC 0.87% Add +2.7% 10,376 $3.9M
Patrick M Sweeney & Associates, Inc. 2.91% Reduce -0.7% 10,374 $3.9M
Rf&l Wealth Management, LLC 2.78% No change 10,350 $3.9M
Gilbert & Cook, Inc. 0.56% Reduce -10.4% 10,345 $3.9M
Gould Capital, LLC 2.71% Reduce -1.4% 10,333 $3.9M
Rakuten Securities, Inc. 1.95% Add +24.3% 10,311 $3.9M
AAFMAA Wealth Management & Trust LLC 1.75% Reduce -17.2% 10,283 $3.9M
Hikari Tsushin, Inc. 0.26% No change 10,283 $3.9M
Ewa, LLC 1.43% Reduce -39.9% 10,283 $3.9M
Brown Capital Management LLC 0.12% Reduce -39.6% 10,274 $3.9M
Symphony Financial, Ltd. Co. 2.28% Reduce -76.0% 10,595 $3.9M
Indiana Trust & Investment Management Co 1.39% Reduce -5.0% 10,249 $3.8M
Riverview Trust Co 3.81% Reduce -1.4% 10,241 $3.8M
Well Done, LLC 0.70% Reduce -1.0% 9,097 $3.8M
Stillwater Wealth Management Group 3.32% Add +3.8% 10,215 $3.8M
Landaas & Co. /Wi 1.06% Add +0.1% 10,212 $3.8M
Landscape Capital Management, L.L.C. 0.34% Add +1.8% 10,206 $3.8M
Charter Oak Capital Management, LLC 0.35% Add +3.8% 10,200 $3.8M
Trust Co 0.45% Add +11.4% 10,198 $3.8M
Pilgrim Partners Asia Pte Ltd 3.62% Add +22.7% 10,160 $3.8M
First Bancorp, Inc 2.48% Reduce -2.3% 10,157 $3.8M
Argyle Capital Partners, LLC 3.27% Add +3.1% 10,156 $3.8M
Running Point Capital Advisors, LLC 1.21% Add +22.8% 10,153 $3.8M
Ariadne Wealth Management, LP 1.99% Add +0.9% 8,684 $3.8M
Rappaport Reiches Capital Management, LLC 0.95% Add +4.1% 10,142 $3.8M
Wulff, Hansen & Co. 3.47% Reduce -12.5% 10,136 $3.8M
Lumbard & Kellner, LLC 1.67% No change 10,095 $3.8M
Lewis Asset Management, LLC 3.13% Add +2.6% 10,094 $3.8M
Beacon Capital Management, LLC 0.51% Add +0.9% 10,087 $3.8M
Private Capital Management, LLC 0.42% Add +38.5% 10,086 $3.8M
Clarity Wealth Advisors, LLC 1.05% Add +0.6% 10,080 $3.8M
FDx Advisors, Inc. 1.22% Reduce -3.1% 10,006 $3.8M
Rossby Financial, LCC 1.62% Add +16.7% 9,581 $3.8M
Olstein Capital Management, L.P. 0.69% Add +5.3% 10,000 $3.8M
Miura Global Management, LLC 5.56% Reduce -68.8% 10,000 $3.8M
Harbert Fund Advisors, LLC 4.35% Reduce -44.8% 10,000 $3.8M
Perseverance Asset Management International 0.49% Reduce -50.0% 10,000 $3.8M
Entropy Technologies, LP 0.37% Add +3.5% 9,996 $3.8M
One Day In July LLC 0.38% Add +12.4% 9,977 $3.7M
Laraway Financial Advisors Inc 2.97% Reduce -0.5% 9,970 $3.7M
Satovsky Asset Management LLC 0.84% Reduce -0.3% 10,131 $3.7M
Northwest Wealth Management, LLC 0.74% Add +2.2% 9,940 $3.7M
LongView Wealth Management 1.12% Reduce -3.1% 9,924 $3.7M
Raleigh Capital Management Inc. 1.69% Reduce -23.9% 9,921 $3.7M
Prentice Wealth Management LLC 1.07% Reduce -3.4% 9,909 $3.7M
Kelly Financial Group LLC 1.16% Add +10.3% 9,902 $3.7M
Kapstone Financial Advisors LLC 2.10% Add +1.5% 9,899 $3.7M
Fi3 FINANCIAL ADVISORS, LLC 1.51% Reduce -5.5% 9,896 $3.7M
Fiduciary Financial Group, LLC 0.81% Add +4.5% 9,731 $3.7M
Pin Oak Investment Advisors Inc. 2.83% Add +136.3% 9,919 $3.7M
Legacy Capital Group California, Inc. 1.29% Add +1.0% 9,866 $3.7M
Integral Investment Advisors, Inc. 1.18% Add +2.1% 9,863 $3.7M
Arlington Partners LLC 1.45% Add +1.9% 9,859 $3.7M
Steel Grove Capital Advisors, LLC 0.56% Reduce -14.6% 9,844 $3.7M
PFW Advisors LLC 1.16% Reduce -1.4% 9,840 $3.7M
Rbo & Co. LLC 0.59% No change 9,826 $3.7M
Pecaut & Co. 1.26% Reduce -11.9% 9,818 $3.7M
CKW Financial Group 0.46% Reduce -8.6% 9,612 $3.7M
Strategic Advocates LLC 1.28% Add +54.8% 9,778 $3.7M
Pathway Financial Advisers, LLC 1.26% Add +2.9% 9,772 $3.7M
Independent Wealth Network Inc. 1.47% Reduce -3.9% 9,770 $3.7M
May Hill Capital, LLC 1.38% Add +5.5% 9,761 $3.7M
Activest Wealth Management 0.98% Add +14.5% 9,760 $3.7M
HighVista Strategies LLC 1.41% Reduce -7.6% 9,758 $3.7M
Southland Equity Partners LLC 0.85% Add +3.5% 9,756 $3.7M
Retirement Planning Co of New England, Inc. 1.82% Add +8.7% 9,747 $3.7M
Arcataur Capital Management LLC 1.24% Reduce -7.0% 9,726 $3.7M
Heritage Financial Services, LLC 0.36% Add +12.4% 9,722 $3.6M
NDVR, Inc. 3.72% Reduce -0.7% 9,722 $3.6M
Massachusetts Wealth Management 2.50% Reduce -0.9% 9,720 $3.6M
Alliance Wealth Advisors, LLC 2.14% Add +4.1% 9,710 $3.6M
Atala Financial Inc 2.65% Add +4.5% 9,700 $3.6M
Three Seasons Wealth, LLC 1.81% Add +0.2% 9,706 $3.6M
Detalus Advisors, LLC 1.14% Add +27.8% 9,699 $3.6M
Birch Financial Group, LLC 3.24% Add +19.3% 9,693 $3.6M
Mainsail Financial Group, LLC 2.05% Reduce -0.9% 9,653 $3.6M
Seneschal Advisors, LLC 3.11% Add +2.7% 9,652 $3.6M
Clark Financial Services Group Inc. 2.51% Add +0.8% 9,644 $3.6M
SLT Holdings LLC 3.59% Add +2.1% 9,627 $3.6M
Advance Capital Management, Inc. 0.17% Add +1.8% 9,618 $3.6M
Allium Financial Advisors, LLC 3.29% — 9,611 $3.6M
Renasant Bank 2.39% Add +0.6% 9,610 $3.6M
Granite Harbor Advisors, Inc. 1.91% Add +25.9% 9,588 $3.6M
Pring Turner Capital Group Inc. 2.23% Add +3.0% 9,587 $3.6M
Challenger Wealth Management 2.85% Reduce -13.5% 9,581 $3.6M
Forefront Wealth Partners, LLC 2.45% Add +2.9% 9,574 $3.6M
WJ Wealth Management, LLC 1.27% Reduce -24.9% 9,570 $3.6M
Milestone Asset Management, LLC 0.77% Add +10.8% 9,557 $3.6M
Exchange Bank 2.89% Reduce -1.3% 9,547 $3.6M
Accel Wealth Management 1.29% Reduce -0.7% 9,530 $3.6M
Strata Wealth Advisors, LLC 1.11% Reduce -7.3% 9,529 $3.6M
Rational Advisors, Inc. 0.37% Reduce -9.4% 9,522 $3.6M
LWM Advisory Services, LLC 2.48% Reduce -0.3% 9,490 $3.6M
Cross Staff Investments Inc 2.70% Add +0.5% 9,516 $3.6M
Guardian Investment Management 3.00% Reduce -19.3% 9,494 $3.6M
Diversified Investment Strategies, LLC 2.42% Reduce -1.8% 9,492 $3.6M
PUREfi Wealth, LLC 3.56% Add +9.8% 9,486 $3.6M
American Institute for Advanced Investment Management, LLP 2.72% Reduce -0.7% 9,484 $3.6M
Lodestar Private Asset Management LLC 0.45% Reduce -2.8% 9,479 $3.6M
Lakehouse Capital Pty Ltd 2.36% No change 9,472 $3.6M
Baer Investment Advisory LLC 4.60% Reduce -1.6% 4,025 $3.6M
Mayport, LLC 0.98% Add +4.3% 9,445 $3.5M
Washburn Capital Management, Inc. 2.33% Reduce -8.7% 9,437 $3.5M
Accuvest Global Advisors 3.01% Reduce -6.7% 9,422 $3.5M
Fonville Wealth Management LLC 1.04% Add +11.3% 9,273 $3.5M
Wealth Quarterback LLC 1.99% Add +5.4% 9,400 $3.5M
Providence First Trust Co 1.43% Reduce -4.1% 9,387 $3.5M
WMG Financial Advisors, LLC 1.50% Add +7.6% 9,383 $3.5M
Aletheian Wealth Advisors LLC 1.98% Add +13.5% 9,379 $3.5M
Signature Wealth Management Partners, LLC 2.30% Reduce -1.5% 9,360 $3.5M
Triumph Capital Management 1.17% Add +12.1% 9,359 $3.5M
Apeiron RIA LLC 1.06% Reduce -3.5% 9,357 $3.5M
Legato Capital Management LLC 0.47% Add +8.1% 9,355 $3.5M
Platinum Investment Management Ltd. 0.20% Add +3.9% 9,340 $3.5M
Outlook Wealth Advisors, LLC 0.97% Add +10.8% 9,311 $3.5M
Richard W. Paul & Associates, LLC 1.37% Reduce -4.6% 9,301 $3.5M
Summit Wealth & Retirement Planning, Inc. 1.07% Add +11.1% 9,298 $3.5M
Northstar Financial Companies, Inc. 3.79% Reduce -3.3% 9,296 $3.5M
Lynx Investment Advisory 2.33% Add +1.4% 9,292 $3.5M
Sunbeam Capital Management, LLC 3.32% Add +0.8% 9,285 $3.5M
LJI Wealth Management, LLC 0.69% Add +0.0% 9,277 $3.5M
Heritage Family Offices, LLP 1.78% Add +3.3% 9,263 $3.5M
Tsai Capital Corp 2.86% Reduce -5.5% 9,263 $3.5M
Berkeley, Inc 1.63% Reduce -0.3% 9,249 $3.5M
Kirtland Hills Capital Management, LLC 2.11% Add +39.1% 9,418 $3.5M
Breed's Hill Capital LLC 1.87% Add +2.5% 9,226 $3.5M
Midwest Financial Group LLC 2.01% Reduce -2.3% 9,226 $3.5M
Prospect Financial Services LLC 1.92% Reduce -2.8% 9,222 $3.5M
Glynn Capital Management LLC 0.91% Reduce -0.6% 9,212 $3.5M
FSB Premier Wealth Management, Inc. 1.35% Add +10.7% 9,197 $3.5M
Goldstone Financial Group, LLC 0.52% Add +18.1% 9,194 $3.5M
Werba Rubin Papier Wealth Management 0.75% Add +0.8% 9,192 $3.5M
Fjell Capital, LLC 3.50% Add +9.7% 9,186 $3.4M
Beirne Wealth Consulting Services, LLC 1.23% Add +2.4% 9,183 $3.4M
Barden Capital Management, Inc. 3.06% Add +0.4% 9,164 $3.4M
Hilltop Partners LLC 1.16% Add +7.1% 9,163 $3.4M
Salvus Wealth Management, LLC 2.16% Add +0.3% 9,161 $3.4M
Warren Street Wealth Advisors, LLC 1.35% Add +2.6% 9,159 $3.4M
West Wealth Group, LLC 1.02% Add +14.1% 8,994 $3.4M
17 Capital Partners, LLC 2.21% Add +1.3% 9,142 $3.4M
Game Creek Capital, LP 2.15% Reduce -6.2% 9,150 $3.4M
VERITY Wealth Advisors 2.54% Reduce -2.2% 9,141 $3.4M
Sanchez Wealth Management Group 0.93% Add +1.4% 9,138 $3.4M
HT Partners LLC 1.18% Reduce -1.7% 9,136 $3.4M
Sterling Investment Management, LLC 2.44% Reduce -1.1% 9,135 $3.4M
Proactive Wealth Strategies LLC 1.83% Add +0.3% 9,134 $3.4M
Opal Wealth Advisors, LLC 1.06% Reduce -7.9% 9,131 $3.4M
Select Asset Management & Trust 1.37% Reduce -6.5% 9,128 $3.4M
Precedent Wealth Partners, LLC 0.95% Add +8.7% 9,120 $3.4M
Cynosure Group, LLC 0.47% Reduce -8.6% 9,110 $3.4M
Tarbox Family Office, Inc. 0.57% Reduce -0.4% 9,109 $3.4M
Southern Capital Advisors, LLC 1.89% Add +4.3% 9,100 $3.4M
Garner Asset Management Corp 1.51% Reduce -4.7% 9,096 $3.4M
Everest Private Wealth 3.11% Add +22.0% 9,089 $3.4M
Flaharty Asset Management, LLC 0.49% Add +0.3% 9,085 $3.4M
Patriot Investment Management Group, Inc. 0.26% Reduce -0.3% 9,078 $3.4M
Provident Trust Co. 0.06% Add +0.9% 9,072 $3.4M
N.E.W. Advisory Services LLC 0.26% Add +27.1% 9,045 $3.4M
Riverpark Capital Management LLC 6.23% Add +6.8% 9,043 $3.4M
Novus Advisors, LLC 3.42% Reduce -2.6% 9,041 $3.4M
DMC Group, LLC 2.76% Add +1.0% 9,040 $3.4M
Legacy Capital Wealth Partners, LLC 0.83% Add +0.1% 9,016 $3.4M
Park Square Financial Group, LLC 2.69% Reduce -2.1% 9,016 $3.4M
Talisman Wealth Advisors LLC 3.48% Add +34.0% 9,016 $3.4M
Pullen Investment Management, LLC 2.14% Reduce -5.2% 9,012 $3.4M
Burns Matteson Capital Management, LLC 1.82% Reduce -5.2% 9,008 $3.4M
Pointe Capital Management LLC 1.98% Reduce -4.3% 9,004 $3.4M
Eagle Bluffs Wealth Management LLC 1.79% Add +0.9% 9,001 $3.4M
Aerodigm Wealth, LLC 1.88% Reduce -42.8% 8,987 $3.4M
Indie Asset Partners, LLC 2.92% Add +3.4% 8,983 $3.4M
PICTET BANK & TRUST Ltd 4.12% Reduce -11.7% 9,018 $3.4M
Caldwell Sutter Capital, Inc. 1.60% Reduce -4.3% 8,973 $3.4M
Balefire, LLC 1.15% Add +13.3% 8,973 $3.4M
Foresight Capital Management Advisors, Inc. 2.09% Add +2.1% 8,960 $3.4M
Mascoma Wealth Management LLC 0.84% Add +5.5% 8,953 $3.4M
Integrity Financial Corp 1.90% Add +8.8% 8,938 $3.4M
Vantage Financial Partners, LLC 0.83% Add +26.8% 8,937 $3.4M
Intrinsic Value Partners, LLC 3.30% Reduce -0.0% 8,913 $3.3M
SJS Investment Consulting Inc. 0.57% Add +18.8% 8,911 $3.3M
MKT Advisors LLC 1.57% Add +0.7% 9,347 $3.3M
Petros Family Wealth, LLC 3.68% Add +7.9% 8,858 $3.3M
Napatree Capital LLC 1.87% Add +5.0% 8,849 $3.3M
Palisades Hudson Asset Management, L.P. 1.51% Reduce -4.0% 8,844 $3.3M
First National Bank Sioux Falls 1.34% Add +17.3% 8,841 $3.3M
Fidelity D & D Bancorp Inc. 2.18% Reduce -1.4% 8,837 $3.3M
Strategic Family Wealth Counselors, L.L.C. 1.08% Add +2.7% 8,829 $3.3M
Wagner Wealth Management, LLC 0.83% Reduce -1.2% 8,824 $3.3M
West Paces Advisors Inc. 0.75% Add +1.1% 8,823 $3.3M
Davidson Kahn Capital Management, LLC 2.56% Add +27.4% 8,806 $3.3M
Tevis Investment Management 2.45% No change 7,831 $3.3M
Summit Financial Wealth Advisors, LLC 0.65% Add +0.1% 8,773 $3.3M
Sterneck Capital Management, LLC 1.78% Reduce -0.4% 8,766 $3.3M
Generation Capital Management LLC 2.94% Reduce -2.0% 8,710 $3.3M
Baron Wealth Management LLC 1.44% Reduce -1.2% 8,706 $3.3M
Legacy Financial Strategies, LLC 0.71% Reduce -2.1% 8,692 $3.3M
FSA Advisors, Inc. 2.59% Add +124.4% 8,686 $3.3M
Oliver Luxxe Assets LLC 0.61% Add +3.3% 8,677 $3.3M
Guerra Pan Advisors, LLC 2.55% Reduce -0.2% 8,670 $3.3M
Baker Boyer National Bank 1.20% Add +4.3% 8,666 $3.3M
Westhampton Capital, LLC 1.77% Reduce -0.4% 8,663 $3.3M
Rede Wealth, LLC 1.15% Add +0.5% 8,659 $3.3M
Cloud Capital Management, LLC 2.30% — 9,479 $3.2M
Glass Jacobson Investment Advisors llc 1.07% No change 7,697 $3.2M
Boomfish Wealth Group, LLC 2.10% Add +3.0% 8,626 $3.2M
Canandaigua National Trust Co of Florida 2.85% Reduce -15.1% 8,608 $3.2M
Rise Advisors, LLC 1.43% Add +65.9% 8,605 $3.2M
Montis Financial, LLC 0.95% Reduce -0.6% 8,593 $3.2M
Sig Brokerage, LP 0.94% New 8,576 $3.2M
Arbor Investment Advisors, LLC 0.44% Reduce -2.5% 8,574 $3.2M
Howard Bailey Securities, LLC 1.07% Add +4.8% 8,572 $3.2M
Delta Capital Management LLC 1.89% Reduce -2.7% 8,565 $3.2M
Global Endowment Management, LP 0.42% Reduce -43.4% 8,563 $3.2M
Atom Investors LP 0.40% No change 8,561 $3.2M
Guerra Advisors Inc 1.80% Add +22.0% 8,553 $3.2M
Operose Advisors LLC 1.06% Reduce -4.5% 8,538 $3.2M
Mascagni Wealth Management, Inc. 3.19% No change 8,533 $3.2M
M.D. Sass, LLC 0.28% Reduce -13.0% 8,519 $3.2M
FWG Holdings, LLC 1.57% Reduce -9.2% 8,113 $3.2M
Vigilare Wealth Management 1.28% Add +0.6% 8,516 $3.2M
Barrett & Company, Inc. 1.37% Reduce -0.1% 8,496 $3.2M
Evergreen Wealth Management, LLC 1.90% Add +0.7% 8,496 $3.2M
CoreFirst Bank & Trust 2.05% Reduce -6.7% 8,493 $3.2M
Keyvantage Wealth, LLC 1.55% Add +1.9% 8,488 $3.2M
49 Wealth Management, LLC 0.38% Reduce -2.8% 8,484 $3.2M
Coston, McIsaac & Partners 0.93% Add +1.7% 8,476 $3.2M
Saybrook Capital 0.88% Add +266.6% 8,471 $3.2M
Tributary Capital Management, LLC 0.28% Reduce -3.3% 8,471 $3.2M
Farrell Financial LLC 2.31% Add +1.3% 8,466 $3.2M
Paces Ferry Wealth Advisors, LLC 1.58% Reduce -3.1% 8,466 $3.2M
New Covenant Trust Company, N.A. 3.35% Reduce -2.1% 8,385 $3.2M
Atlatl Advisers LLC 2.06% Add +2.3% 8,461 $3.2M
Ifrah Financial Services, Inc. 0.91% Reduce -2.1% 8,460 $3.2M
Ellis Investment Partners, LLC 0.66% Reduce -3.9% 8,459 $3.2M
Safeguard Financial, LLC 0.70% Add +0.4% 8,457 $3.2M
Haven Capital Group, Inc. 3.50% Reduce -2.3% 8,456 $3.2M
Capital Management Associates, Inc 0.72% Add +2.1% 8,448 $3.2M
Johnson Financial Group, LLC 0.33% New 8,443 $3.2M
Capital Advisory Group Advisory Services, LLC 1.21% Add +1.5% 8,443 $3.2M
Partnership Wealth Management, LLC 2.69% Reduce -1.3% 8,427 $3.2M
Willner & Heller, LLC 2.92% Add +3.2% 8,425 $3.2M
Global Strategic Investment Solutions, LLC 0.37% Reduce -9.8% 8,422 $3.2M
IAM Advisory, LLC 0.82% Reduce -1.4% 8,420 $3.2M
White Knight Strategic Wealth Advisors, LLC 2.90% Reduce -48.7% 8,399 $3.2M
Ascentis Wealth Management, LLC 1.01% Add +26.5% 8,233 $3.1M
D. Scott Neal, Inc. 1.74% Reduce -0.1% 8,380 $3.1M
Whipplewood Advisors, LLC 1.86% Reduce -6.7% 8,217 $3.1M
PKS Advisory Services, LLC 0.86% Add +3.5% 8,334 $3.1M
Twin Lakes Capital Management, LLC 2.12% Reduce -1.2% 8,372 $3.1M
Cannon Advisors, Inc. 2.89% Reduce -3.1% 8,368 $3.1M
Pacific Global Investment Management Co. 4.44% Reduce -5.0% 8,357 $3.1M
Jessup Wealth Management, Inc 1.32% Add +19.9% 8,345 $3.1M
Fieldview Capital Management, LLC 0.44% Reduce -60.1% 8,342 $3.1M
West Bancorporation Inc. 2.12% Reduce -0.8% 8,319 $3.1M
Brendel Financial Advisors LLC 1.90% Add +0.4% 8,312 $3.1M
Fca Corp. 0.99% Add +30.1% 8,305 $3.1M
Morey & Quinn Wealth Partners, LLC 2.58% Add +1.8% 8,304 $3.1M
Fairscale Capital, LLC 2.81% Add +0.9% 8,303 $3.1M
Cardinal Strategic Wealth Guidance 1.00% Reduce -11.4% 8,301 $3.1M
Interval Partners, LP 0.11% New 8,301 $3.1M
Minot DeBlois Advisors LLC 3.10% Reduce -8.2% 8,299 $3.1M
LSP Investment Advisors, LLC 2.67% No change 8,280 $3.1M
Monte Financial Group, LLC 1.36% Add +2.5% 8,443 $3.1M
Northern Financial Advisors Inc 2.56% Reduce -1.0% 8,269 $3.1M
Red Wave Investments LLC 1.11% Reduce -0.6% 8,229 $3.1M
Proquility Private Wealth Partners, LLC 0.95% Add +7.8% 8,208 $3.1M
Aldebaran Financial Inc. 3.76% Add +2.3% 8,204 $3.1M
Sunburst Financial Group, LLC 0.76% Reduce -4.9% 8,192 $3.1M
Whelan Financial 1.19% Add +20.5% 8,184 $3.1M
Family Capital Trust Co 1.10% Add +591.1% 8,176 $3.1M
Wilson & Boucher Capital Management, LLC 2.29% Reduce -3.4% 8,172 $3.1M
Camarda Financial Advisors, LLC 1.38% Reduce -1.3% 8,172 $3.1M
Dunhill Financial, LLC 1.39% Reduce -18.6% 8,170 $3.1M
Idaho Trust Co 1.25% Add +33.0% 8,167 $3.1M
Authentikos Wealth Advisory, LLC 2.39% New 8,161 $3.1M
TPG Advisors LLC 2.41% Add +0.6% 8,156 $3.1M
Comprehensive Financial Planning, Inc. 2.98% Reduce -45.2% 8,150 $3.1M
DecisionPoint Financial, LLC 0.89% Add +7.7% 8,149 $3.1M
Wallace Advisory Group, LLC 2.11% Add +3.5% 7,245 $3.1M
Up Strategic Wealth Investment Advisors LLC 2.71% Add +0.6% 8,132 $3.1M
Resolute Wealth Strategies, LLC 1.70% Add +11.7% 8,125 $3.1M
Droms Strauss Advisors Inc. /Mo/ 1.05% Reduce -8.7% 8,113 $3.0M
Cora Capital Advisors LLC 1.46% Reduce -0.3% 8,110 $3.0M
Firestone Capital Management 0.80% Reduce -5.1% 8,104 $3.0M
Pacific Asset Management, LLC 2.72% Add +3.9% 8,090 $3.0M
Islay Capital Management, LLC 2.06% Reduce -2.1% 8,082 $3.0M
Rockbridge Investment Management, LCC 0.36% Add +0.6% 8,056 $3.0M
Correct Capital Wealth Management 0.60% Add +1.2% 8,047 $3.0M
Riverbend Wealth Management, LLC 2.70% Add +2.5% 8,046 $3.0M
Farrow Financial, Inc. 2.03% Add +3.0% 8,040 $3.0M
Creekmur Asset Management LLC 0.63% Add +9.4% 8,032 $3.0M
MPS Loria Financial Planners, LLC 0.89% Add +0.1% 8,016 $3.0M
Forest Hill Capital, LLC 2.25% No change 8,000 $3.0M
Drake & Associates, LLC 0.84% Add +21.3% 7,994 $3.0M
Sherman Asset Management, Inc. 2.86% Reduce -0.1% 7,987 $3.0M
Grace & White Inc. 0.58% No change 7,975 $3.0M
Verum Partners LLC 0.81% Reduce -2.0% 7,975 $3.0M
BigSur Wealth Management LLC 0.81% Add +14.4% 7,972 $3.0M
VELA Investment Management, LLC 1.03% Reduce -6.4% 7,961 $3.0M
Silvia McColl Wealth Management, LLC 2.27% Reduce -0.8% 7,961 $3.0M
Faithward Advisors, LLC 0.52% Reduce -6.7% 7,959 $3.0M
Wolf Group Capital Advisors 1.00% Add +41.9% 7,955 $3.0M
Moment Partners, LLC 0.59% Reduce -0.5% 7,954 $3.0M
Legacy Financial Group LLC 0.46% Reduce -7.8% 7,951 $3.0M
Reliant Investment Partners, LLC 3.04% Reduce -13.3% 7,932 $3.0M
Legacy Bridge, LLC 1.66% Reduce -0.3% 7,930 $3.0M
Acorns Advisers, LLC 0.03% Add +18.8% 7,925 $3.0M
Lion Street Advisors, LLC 0.94% Add +3.3% 7,922 $3.0M
Wincap Financial LLC 2.81% Add +7.7% 7,895 $3.0M
Alexander Randolph Advisory, Inc. 2.90% Reduce -0.0% 7,895 $3.0M
Paladin Wealth, LLC 2.66% Add +9.5% 7,891 $3.0M
Hidden Cove Wealth Management, LLC 2.34% Add +22.6% 7,880 $3.0M
Moore Capital Management, LP 0.12% Reduce -98.4% 7,875 $3.0M
Members Wealth LLC 2.23% Add +0.4% 7,871 $3.0M
Baring Financial LLC 2.48% Reduce -1.2% 7,866 $3.0M
Grant/GrossMendelsohn, LLC 1.64% Reduce -0.7% 7,543 $3.0M
Cherry Tree Wealth Management, LLC 0.71% Add +0.1% 7,857 $2.9M
Old North State Wealth Management, LLC 1.64% Add +2.8% 7,833 $2.9M
Heartwood Wealth Advisors LLC 0.34% Reduce -0.8% 7,852 $2.9M
St. Nicholas Private Asset Management, Inc. 2.79% Reduce -4.1% 7,835 $2.9M
Lansing Street Advisors 0.98% Add +8.3% 7,833 $2.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.45% Add +4.9% 7,818 $2.9M
Grange Capital, LLC 3.42% Add +1.6% 7,817 $2.9M
Seelaus Asset Management LLC 2.84% Reduce -6.1% 7,798 $2.9M
Willis Johnson & Associates, Inc. 0.22% Reduce -2.2% 7,790 $2.9M
Paragon Financial Partners, Inc. 2.28% Reduce -0.2% 7,767 $2.9M
Kohmann Bosshard Financial Services, LLC 0.34% Reduce -2.7% 7,760 $2.9M
DecisionMap Wealth Management, LLC 2.21% Add +1.4% 7,755 $2.9M
PCG Asset Management, LLC 2.72% No change 7,750 $2.9M
Otter Creek Advisors, LLC 2.03% Reduce -29.9% 7,750 $2.9M
Carson Advisory Inc. 1.96% Reduce -0.4% 7,739 $2.9M
Almanack Investment Partners, LLC. 0.58% Reduce -8.7% 7,734 $2.9M
Planning Alternatives Ltd. 0.44% Add +50.9% 7,721 $2.9M
Aspen Capital Management, LLC 0.93% — 7,713 $2.9M
Oder Investment Management, LLC 2.46% Add +2.9% 7,709 $2.9M
First Citizens Financial Corp 1.64% Add +5.0% 7,701 $2.9M
Power Wealth Management LLC 1.17% Reduce -0.8% 7,700 $2.9M
Kaizen Financial Strategies 1.67% Add +2.5% 7,674 $2.9M
Walker Financial Services, Inc. 1.51% Reduce -7.1% 7,670 $2.9M
Taylor Financial Group, Inc. 2.00% Add +6.5% 7,667 $2.9M
Gould Asset Management LLC 0.59% No change 7,666 $2.9M
LYNX Capital Group Ltd. 1.48% Add +14.7% 7,647 $2.9M
Pettinga Financial Advisors LLC 0.67% Reduce -1.0% 7,643 $2.9M
FF Advisors,LLC 1.64% Reduce -3.3% 6,615 $2.9M
East Coast Asset Management, LLC. 1.01% Reduce -0.3% 7,620 $2.9M
Krane Funds Advisors LLC 0.08% Add +23.3% 7,615 $2.9M
Advisory Resource Group 0.58% Add +2.8% 7,615 $2.9M
Pine Ridge Advisers LLC 0.24% No change 7,610 $2.9M
Laidlaw Wealth Management LLC 8.49% Reduce -55.9% 7,601 $2.9M
MRP Capital Investments, LLC 2.67% Reduce -1.4% 7,598 $2.9M
Northstar Advisory Group, LLC 1.86% Reduce -61.6% 7,585 $2.8M
Human Investing LLC 0.50% Add +5.5% 7,585 $2.8M
Gill Capital Partners, LLC 0.99% Add +1.5% 7,583 $2.8M
Rosenberg Matthew Hamilton 0.71% Reduce -1.8% 7,582 $2.8M
Rovin Capital /Ut/ 0.91% Add +14.1% 7,560 $2.8M
Kintra Wealth, LLC 1.91% Add +0.5% 7,556 $2.8M
Hutchens & Kramer Investment Management Group, LLC 1.56% Reduce -2.3% 7,535 $2.8M
TD Capital Management LLC 0.29% Add +2.5% 7,519 $2.8M
Alhambra Investment Management LLC 1.45% Reduce -1.1% 7,519 $2.8M
Telligent Fund, LP 3.13% Reduce -55.9% 7,500 $2.8M
Paloma Partners Management Co 1.01% Reduce -58.8% 7,500 $2.8M
Olistico Wealth, LLC 1.74% Add +12.5% 7,492 $2.8M
Round Hill Asset Management 2.02% Reduce -4.6% 7,486 $2.8M
Arlington Financial Advisors, LLC 0.49% Add +30.3% 7,479 $2.8M
Medallion Wealth Advisors, LLC 1.27% Add +1.2% 7,369 $2.8M
Genesee Capital Advisors, LLC 1.40% Add +1.7% 7,477 $2.8M
NorthStar Asset Management LLC 1.75% Reduce -0.3% 7,474 $2.8M
Jump Financial, LLC 0.04% Reduce -90.6% 7,472 $2.8M
Brucke Financial, Inc. 2.44% Add +18.1% 7,096 $2.8M
Rothschild Wealth LLC 0.79% Add +11.6% 7,471 $2.8M
Schorn Wealth LLC 0.92% Add +0.2% 7,470 $2.8M
Park Edge Advisors, LLC 0.78% Reduce -3.7% 7,458 $2.8M
Pandora Wealth, Inc. 1.84% — 7,457 $2.8M
Johnson Bixby & Associates, LLC 0.42% Reduce -1.7% 7,419 $2.8M
Symphony Financial Services, Inc. 1.82% Reduce -2.6% 7,418 $2.8M
First National Corp. /Ma/ 0.61% Reduce -7.0% 7,406 $2.8M
Ssa Swiss Advisors AG 1.42% — 7,418 $2.8M
Tableaux LLC 2.00% Add +188.7% 7,391 $2.8M
Three Magnolias Financial Advisors, LLC 2.34% Add +115.9% 7,371 $2.8M
Sage Private Wealth Group, LLC 2.09% Add +2.0% 7,369 $2.8M
High Falls Advisors, Inc 0.65% Reduce -11.2% 7,362 $2.8M
Sunflower Bank, N.A. 0.77% Reduce -0.5% 7,361 $2.8M
Dale Q Rice Investment Management Ltd 1.43% Reduce -8.1% 7,356 $2.8M
Paradigm Asset Management Co. LLC 0.73% No change 7,350 $2.8M
Davidson Capital Management Inc. 0.75% Reduce -8.2% 7,348 $2.8M
Leibman Financial Services, Inc. 2.14% Add +0.0% 7,347 $2.8M
Hill Island Financial LLC 0.81% Reduce -8.1% 7,342 $2.8M
Milestone Asset Management Group, LLC 2.49% Add +2.0% 7,332 $2.8M
RD Lewis Holdings, Inc. 3.11% Add +2.2% 6,316 $2.7M
Littlejohn Financial Services, Inc. 2.17% Add +1.1% 7,320 $2.7M
New Capital Management LP 0.79% Reduce -8.7% 7,316 $2.7M
Prentiss Smith & Co. Inc. 1.78% Reduce -0.1% 7,313 $2.7M
BOS Asset Management, LLC 0.95% Add +2.3% 7,307 $2.7M
NRI Wealth Management LC 2.03% Add +7.2% 7,305 $2.7M
Piar LLC 3.03% Add +2.4% 7,291 $2.7M
Abacus Wealth Partners, LLC 0.41% Reduce -15.6% 7,284 $2.7M
Waycross Investment Management Co 3.08% Add +4.4% 7,280 $2.7M
Geneva Capital Management LLC 0.05% Reduce -1.8% 7,279 $2.7M
Tillman Hartley LLC 0.79% No change 7,272 $2.7M
Townsend & Associates, Inc 0.28% No change 7,600 $2.7M
Silverleafe Capital Partners, LLC 0.94% Add +0.9% 7,257 $2.7M
Catherine Avery Investment Management LLC 2.44% Reduce -6.3% 7,249 $2.7M
Precision Wealth Strategies, LLC 2.08% Add +4.0% 7,245 $2.7M
Twin City Private Wealth, LLC 2.39% Add +8.7% 7,233 $2.7M
LifeWealth Investments, LLC 1.30% Add +8.2% 7,222 $2.7M
Full Sail Capital, LLC 0.18% Add +9.2% 7,220 $2.7M
Warwick Investment Management, Inc. 0.56% Add +18.5% 7,214 $2.7M
Aua Capital Management, LLC 1.76% No change 7,206 $2.7M
Abel Hall, LLC 1.63% Reduce -14.6% 7,200 $2.7M
Spectrum Strategic Capital Management, LLC 1.69% Add +1.7% 7,198 $2.7M
IRON Financial LLC 1.51% Reduce -0.7% 7,185 $2.7M
Birchcreek Wealth Management, LLC 1.70% Reduce -0.8% 7,184 $2.7M
Balance Wealth Partners LLC 1.75% — 7,159 $2.7M
Altiora Financial Group, LLC 0.57% Reduce -0.5% 7,158 $2.7M
Cranbrook Wealth Management, LLC 0.62% Reduce -1.2% 7,156 $2.7M
Meridian Financial Advisors, LLC 1.88% Reduce -1.4% 7,137 $2.7M
Motive Wealth Advisors 1.43% Reduce -3.9% 7,136 $2.7M
BankPlus Wealth Management LLC 1.97% Reduce -1.0% 7,133 $2.7M
GK Wealth Management LLC 3.34% Reduce -3.4% 7,130 $2.7M
Oakwell Private Wealth Management, LLC 0.74% Add +23.7% 7,127 $2.7M
Kellett Wealth Advisors, LLC 1.85% Add +9.6% 7,115 $2.7M
Dynamic Technology Lab Private Ltd 0.39% Reduce -19.8% 7,099 $2.7M
Onyx Financial Advisors, LLC 1.41% Add +0.5% 7,088 $2.7M
Truepoint, Inc. 0.07% Reduce -5.6% 7,083 $2.7M
Merrion Investment Management Co, LLC 1.91% Reduce -9.2% 7,081 $2.7M
KOM Wealth Management Group, LLC 2.32% Reduce -1.9% 7,065 $2.7M
Gerber, LLC 2.21% Reduce -1.3% 7,055 $2.6M
Tiff Advisory Services, LLC 0.63% Add +9.5% 7,054 $2.6M
Amitell Capital Pte Ltd 2.05% Reduce -64.9% 7,051 $2.6M
Claris Advisors, LLC / Mo / 0.99% Add +31.0% 7,048 $2.6M
Meridian Wealth Partners, LLC 0.42% Reduce -6.6% 7,045 $2.6M
BCS Wealth Management 0.68% Add +16.0% 7,035 $2.6M
Mach-1 Financial Group, LLC 0.79% Add +26.9% 7,018 $2.6M
Strategic Financial Concepts, LLC 0.49% Add +5.0% 7,018 $2.6M
Arvest Investments, Inc. 0.42% Add +44.6% 7,017 $2.6M
Walled Lake Planning & Wealth Management, LLC 0.94% Reduce -6.5% 7,010 $2.6M
Northern Capital Management, Inc. 1.71% Add +4.1% 7,004 $2.6M
Live Oak Investment Partners 2.07% New 6,997 $2.6M
Cornerstone Select Advisors, LLC 2.49% Reduce -1.5% 6,993 $2.6M
Fourth Dimension Wealth, LLC 1.27% Add +49.0% 6,990 $2.6M
Galilei Investment Office LLP 1.42% No change 6,985 $2.6M
Park Capital Management, LLC / WI 3.06% Add +3.8% 6,982 $2.6M
MBA Advisors LLC 1.30% Add +0.1% 6,978 $2.6M
Latitude Advisors, LLC 1.52% Add +4.3% 6,944 $2.6M
Murphy & Mullick Capital Management Corp 2.52% Add +1.1% 6,932 $2.6M
Vivid Wealth Management, LLC 1.30% Reduce -4.1% 6,923 $2.6M
Aspen Wealth Strategies, LLC 1.70% Reduce -2.6% 6,916 $2.6M
Phillips Wealth Planners LLC 2.74% Add +2.6% 6,673 $2.6M
Chase Investment Counsel Corp. 0.95% Reduce -76.7% 6,898 $2.6M
Leigh Baldwin & Co., LLC 2.08% Reduce -15.1% 6,892 $2.6M
Fortune Financial Advisors, LLC 2.23% Add +8.0% 6,887 $2.6M
Vienna Asset Management LLC 2.04% Reduce -29.4% 6,886 $2.6M
BluePointe Capital Management, LLC 0.98% Reduce -12.2% 6,872 $2.6M
Watershed Private Wealth LLC 1.03% Add +0.6% 6,868 $2.6M
AllSquare Wealth Management LLC 1.53% Add +1.0% 6,864 $2.6M
Syntax Research, Inc. 1.78% Reduce -3.4% 6,850 $2.6M
Navalign, LLC 0.73% Reduce -0.6% 6,819 $2.6M
Kelly Lawrence W & Associates Inc. 0.63% No change 6,810 $2.6M
Dimension Capital Management LLC 0.45% Reduce -12.2% 6,801 $2.6M
Capitol Family Office, Inc. 3.61% Reduce -23.9% 6,796 $2.6M
Summit Wealth Partners, LLC 0.52% Add +0.3% 6,791 $2.5M
FOCUS Wealth Advisors, LLC 1.41% Add +0.4% 6,784 $2.5M
Kennon-Green & Company, LLC 2.08% Add +0.9% 6,777 $2.5M
Ted Buchan & Co 1.20% Add +0.3% 6,771 $2.5M
Westshore Wealth, LLC 1.08% Reduce -0.2% 6,763 $2.5M
Nabity-Jensen Investment Management Inc 2.02% Add +0.5% 6,762 $2.5M
Parkside Advisors LLC 0.61% Reduce -0.1% 6,761 $2.5M
Legacy Financial Group, Inc. 0.81% Reduce -6.2% 6,757 $2.5M
Group One Trading LLC 0.11% Add +571.2% 6,739 $2.5M
Fearless Solutions, LLC dba Best Invest 1.96% Add +2.4% 6,734 $2.5M
Cooper/Haims Advisors, LLC 1.37% Reduce -0.9% 6,723 $2.5M
Retirement Capital Strategies 0.99% Reduce -0.1% 6,723 $2.5M
Smith Thornton Advisors LLC 1.57% Add +1.0% 6,709 $2.5M
Millington Financial Advisors, LLC 1.55% Add +6.1% 6,483 $2.5M
Collective Family Office LLC 0.68% Reduce -8.5% 6,706 $2.5M
S. R. Schill & Associates 2.00% Reduce -17.3% 6,698 $2.5M
Greenspring Advisors, LLC 0.60% Add +12.3% 6,697 $2.5M
WealthCare Investment Partners, LLC 1.06% Add +0.2% 6,983 $2.5M
Strive Asset Management, LLC 1.74% Add +3.6% 6,674 $2.5M
Eagle Wealth Strategies LLC 1.54% Add +1.9% 6,672 $2.5M
Sutton Place Investors LLC 1.68% Reduce -14.7% 6,669 $2.5M
Eldridge Investment Advisors, Inc. 0.58% Reduce -3.1% 6,663 $2.5M
Professional Financial Advisors, LLC 0.64% Add +3.0% 6,662 $2.5M
Kopp Family Office, LLC 1.73% New 6,652 $2.5M
Eight 31 Financial, LLC 1.60% Add +7.4% 6,651 $2.5M
Brady Martz Wealth Solutions, LLC 0.57% Add +1.4% 6,650 $2.5M
Fielder Capital Group LLC 0.72% Add +10.1% 6,649 $2.5M
FNY Investment Advisers, LLC 1.55% Add +907.6% 6,650 $2.5M
Nicholson Wealth Management Group, LLC 1.64% Add +5.1% 6,648 $2.5M
Burkett Financial Services, LLC 1.01% Add +0.7% 6,633 $2.5M
Fosun International Ltd 0.71% Add +0.3% 6,633 $2.5M
Parvin Asset Management, LLC 2.79% Add +3.7% 6,630 $2.5M
Morangie Management LLC 2.44% Reduce -8.2% 6,630 $2.5M
Black Diamond Financial, LLC 0.37% Reduce -0.2% 6,628 $2.5M
CVFG LLC 2.26% Add +2.4% 6,627 $2.5M
Gen-Wealth Partners Inc 1.04% Add +3.1% 6,609 $2.5M
TradeWell Securities, LLC. 1.37% Add +15.7% 6,609 $2.5M
Ade, LLC 1.43% Reduce -0.5% 6,606 $2.5M
CHB Investment Group, LLC 1.32% Add +1.9% 6,602 $2.5M
Mission Financial Group, LLC 2.29% — 6,687 $2.5M
Total Wealth Planning & Management, Inc. 2.54% Reduce -0.7% 6,589 $2.5M
Shaker Investments LLC 1.19% Reduce -38.4% 6,587 $2.5M
Burton Enright Welch 0.50% Reduce -1.0% 6,578 $2.5M
Riversedge Advisors, LLC 0.55% Reduce -11.2% 6,575 $2.5M
Copperleaf Capital, LLC 1.48% Add +1.6% 6,575 $2.5M
Cortland Associates Inc. 0.30% Reduce -1.3% 6,574 $2.5M
Optimist Retirement Group LLC 1.23% Reduce -59.5% 6,571 $2.5M
Horst & Graben Wealth Management LLC 0.44% Add +5.1% 6,561 $2.5M
Tortoise Investment Management, LLC 0.26% Reduce -36.3% 6,558 $2.5M
Braun-Bostich & Associates Inc. 1.82% Reduce -6.6% 6,552 $2.5M
Malaga Cove Capital, LLC 1.06% Add +31.4% 6,541 $2.5M
Intrepid Financial Planning Group LLC 1.14% Reduce -2.3% 6,532 $2.5M
Primoris Wealth Advisors, LLC 1.90% Add +1.1% 6,532 $2.5M
STAR Financial Bank 1.80% Reduce -8.6% 6,532 $2.5M
Davis Capital Management 1.95% Add +28.7% 6,532 $2.5M
Family Capital Management, Inc. 1.51% Add +4.8% 6,531 $2.5M
Barnes Pettey Financial Advisors, LLC 1.90% Reduce -2.1% 6,518 $2.4M
Berkshire Money Management, Inc. 0.27% Reduce -16.5% 6,510 $2.4M
Sharkey, Howes & Javer 0.35% Reduce -3.9% 6,504 $2.4M
Gruss & Co., LLC 10.64% Reduce -18.8% 6,500 $2.4M
Elwood & Goetz Wealth Advisory Group, LLC 0.60% Reduce -23.0% 6,493 $2.4M
Magnolia Capital Management Ltd. 2.09% No change 6,489 $2.4M
Capstone Wealth Management Group, LLC 1.39% Reduce -14.9% 6,487 $2.4M
Summit Wealth Group, LLC 0.71% Reduce -0.7% 6,483 $2.4M
VSM Wealth Advisory, LLC 0.87% Reduce -0.3% 6,483 $2.4M
White Lighthouse Investment Management Inc. 0.43% Add +3.5% 6,478 $2.4M
CWC Advisors, LLC. 1.38% Add +68.2% 6,477 $2.4M
Optivise Advisory Services LLC 1.36% Add +2.9% 6,472 $2.4M
Eads & Heald Wealth Management 1.23% Reduce -2.3% 6,463 $2.4M
Values Added Financial LLC 1.34% Reduce -6.5% 6,460 $2.4M
Ritter Daniher Financial Advisory LLC / DE 0.66% Reduce -0.9% 6,459 $2.4M
Delta Global Management LP 0.17% Reduce -94.8% 6,454 $2.4M
Fiducient Advisors LLC 0.30% Reduce -45.1% 6,449 $2.4M
RoundAngle Advisors LLC 2.22% Add +1.5% 6,445 $2.4M
Hopwood Financial Services, Inc. 1.87% Add +3.1% 6,440 $2.4M
Elmwood Wealth Management, Inc. 0.99% Reduce -1.9% 6,436 $2.4M
One Charles Private Wealth Services, LLC 0.78% Add +2.0% 6,430 $2.4M
Per Stirling Capital Management, LLC. 0.35% Reduce -3.6% 6,429 $2.4M
RVW Wealth, LLC 0.23% Reduce -4.8% 6,429 $2.4M
Requisite Capital Management, LLC 0.54% Reduce -26.1% 6,423 $2.4M
Measured Wealth Private Client Group, LLC 0.77% Reduce -8.6% 6,422 $2.4M
Hickory Point Bank & Trust 2.12% Add +6.8% 6,416 $2.4M
WealthCollab, LLC 1.49% Add +0.3% 6,414 $2.4M
Fiduciary Wealth Partners, LLC 2.08% — 6,411 $2.4M
Tennessee Valley Asset Management Partners 0.39% Reduce -2.8% 6,408 $2.4M
Shira Ridge Wealth Management 1.20% Add +2.1% 6,407 $2.4M
Atlas Wealth Partners, LLC 2.96% Reduce -0.5% 6,405 $2.4M
Hexagon Capital Partners LLC 0.45% Reduce -1.4% 6,397 $2.4M
Aveo Capital Partners, LLC 0.40% Reduce -49.3% 5,537 $2.4M
Balentine LLC 0.10% Add +67.7% 6,384 $2.4M
Creekside Partners 1.25% Add +0.9% 6,383 $2.4M
Ninepoint Partners LP 0.42% Reduce -7.7% 6,380 $2.4M
Wolff Financial Management LLC 0.66% Add +0.0% 6,376 $2.4M
Driehaus Capital Management LLC 0.02% Add +24.6% 6,361 $2.4M
Neumann Capital Management, LLC 0.82% No change 6,352 $2.4M
Kennedy Investment Group, Inc. 1.10% Add +6.5% 6,341 $2.4M
Cherrydale Wealth Management, LLC 0.94% Reduce -3.9% 6,334 $2.4M
Acorn Creek Capital LLC 1.19% Reduce -6.2% 6,334 $2.4M
Matrix Trust Co 0.40% Add +4.3% 6,332 $2.4M
Towercrest Capital Management 0.45% Reduce -42.1% 6,326 $2.4M
Birchbrook, Inc. 1.33% Add +0.4% 6,326 $2.4M
Three Bridge Wealth Advisors, LLC 0.83% Add +1.5% 6,325 $2.4M
Lighthouse Financial LLC 2.05% No change 6,324 $2.4M
Charter Research & Investment Group, Inc. 1.82% Add +2.4% 6,322 $2.4M
Aurdan Capital Management, LLC 0.89% Reduce -0.8% 6,319 $2.4M
Pasadena Private Wealth, LLC 0.46% Add +61.0% 6,311 $2.4M
Woodward Diversified Capital, LLC 1.68% Add +6.1% 6,310 $2.4M
Talon Private Wealth, LLC 0.32% Add +11.1% 6,228 $2.4M
Pacific Capital Wealth Advisors, Inc. 0.41% Add +0.0% 6,297 $2.4M
Pathway Financial Advisors LLC 0.43% Reduce -0.4% 6,294 $2.4M
Horan Securities, Inc. 0.89% Reduce -6.2% 6,291 $2.4M
WestHill Financial Advisors, Inc. 0.54% Reduce -7.5% 6,290 $2.4M
Carrera Capital Advisors 0.52% Add +10.6% 6,285 $2.4M
Jackson Thornton Wealth Management, LLC 0.31% Reduce -3.3% 6,412 $2.4M
USAdvisors Wealth Management, LLC 0.82% Add +10.1% 6,279 $2.4M
G&S Capital LLC 1.00% Add +1.5% 6,278 $2.4M
Twin Focus Capital Partners, LLC 0.37% Reduce -5.6% 6,277 $2.4M
TrueWealth Financial Partners 1.42% Reduce -0.8% 6,274 $2.4M
Doheny Asset Management 1.84% Add +0.8% 6,271 $2.4M
Arq Wealth Advisors, LLC 0.87% Reduce -1.0% 6,260 $2.3M
Wbi Investments, LLC 0.62% New 6,257 $2.3M
Blackston Financial Advisory Group, LLC 1.59% Reduce -44.6% 6,238 $2.3M
Wood Tarver Financial Group, LLC 0.76% Add +1.3% 6,237 $2.3M
Adamsbrown Wealth Consultants LLC 0.73% Add +4.4% 6,229 $2.3M
Ridgewood Investments LLC 1.09% Add +48.2% 6,223 $2.3M
Hummer Financial Advisory Services Inc 1.90% Add +2.0% 6,219 $2.3M
Tandem Investment Partners LLC 2.31% Reduce -0.2% 6,218 $2.3M
Facet Wealth, Inc. 0.06% Add +2.1% 5,351 $2.3M
Genesis Private Wealth, LLC 1.24% Add +1.6% 6,215 $2.3M
Nia Impact Advisors, LLC 0.87% Reduce -8.7% 6,214 $2.3M
Capstone Wealth Management Group LLC 1.86% Reduce -3.6% 6,211 $2.3M
Fortitude Family Office, LLC 0.83% Reduce -27.1% 6,200 $2.3M
Abound Financial, LLC 1.18% Reduce -3.4% 6,199 $2.3M
Pennington Partners & Co., LLC 1.33% Reduce -35.8% 6,182 $2.3M
Gallagher Fiduciary Advisors, LLC 0.08% Reduce -22.2% 6,168 $2.3M
Stevens Capital Management LP 0.57% Reduce -52.1% 6,162 $2.3M
LFA - Lugano Financial Advisors SA 1.57% Add +3.1% 6,161 $2.3M
MorganRosel Wealth Management, LLC 0.70% Reduce -0.0% 6,145 $2.3M
Seed Wealth Management, Inc. 1.88% Reduce -0.3% 6,142 $2.3M
Community Bank of Raymore 1.86% Add +14.8% 6,133 $2.3M
Argus Investors' Counsel, Inc. 1.75% Reduce -9.9% 6,133 $2.3M
X-Square Capital, LLC 0.99% Reduce -0.5% 6,127 $2.3M
Seamount Financial Group Inc. 1.56% Add +6.2% 6,120 $2.3M
B&D White Capital Company, LLC 0.34% Add +162.9% 6,120 $2.3M
City National Bank of Florida 2.07% Add +19.2% 6,117 $2.3M
Prairie Wealth Advisors, Inc. 1.13% Reduce -1.7% 6,115 $2.3M
Trevian Wealth Management LLC 1.63% Reduce -2.7% 6,110 $2.3M
Prostatis Group LLC 0.72% Add +1.6% 6,104 $2.3M
CogentBlue Wealth Advisors, LLC 2.01% Reduce -50.5% 6,103 $2.3M
Elevation Wealth Partners, LLC 0.99% Reduce -4.6% 6,103 $2.3M
Blue Bell Private Wealth Management, LLC 0.43% Add +3.1% 6,075 $2.3M
Rooted Wealth Advisors, Inc. 0.98% Reduce -0.6% 6,334 $2.3M
Arista Wealth Management, LLC 0.55% Add +1.0% 6,062 $2.3M
Beaird Harris Wealth Management, LLC 0.19% Reduce -4.0% 6,057 $2.3M
Defined Financial Planning LLC 2.30% Reduce -16.7% 5,937 $2.3M
Cura Wealth Advisors, LLC 0.92% Add +31.9% 6,043 $2.3M
Clifford Group, LLC 2.12% Reduce -2.6% 6,041 $2.3M
Security Financial Services, INC. 0.45% Add +0.2% 6,040 $2.3M
Peoples Bank 1.49% Reduce -19.0% 6,031 $2.3M
Check Capital Management Inc. 0.15% Add +0.6% 6,031 $2.3M
Betterment LLC 0.01% Reduce -0.8% 6,027 $2.3M
Guild Investment Management, Inc. 2.38% Reduce -0.1% 6,023 $2.3M
TLWM 0.45% Add +2.2% 6,021 $2.3M
Integras Partners LLC 2.16% Add +0.0% 6,019 $2.3M
Viking Fund Management LLC 0.32% No change 6,000 $2.3M
Greenbush Financial Group, LLC 1.12% Add +5.8% 5,995 $2.3M
Quartz Partners, LLC 1.36% Reduce -10.2% 5,989 $2.2M
Northeast Financial Group, Inc. 0.84% Add +7.7% 5,979 $2.2M
Lipe & Dalton 1.26% Reduce -7.7% 5,978 $2.2M
Net Worth Advisory Group 0.71% Add +3.3% 5,973 $2.2M
IFG Advisors, LLC 0.43% Add +0.1% 5,964 $2.2M
US Financial Advisors, LLC 0.66% Add +8.1% 5,944 $2.2M
Grant Private Wealth Management Inc 2.41% Reduce -0.1% 5,984 $2.2M
Macroview Investment Management LLC 2.10% Add +6.1% 5,941 $2.2M
Johnson & White Wealth Management, LLC 1.25% Add +1.8% 5,939 $2.2M
PCG Wealth Advisors, LLC 0.78% Reduce -13.4% 5,934 $2.2M
Lebenthal Global Advisors, LLC 0.42% Reduce -13.4% 5,927 $2.2M
Hara Capital LLC 1.50% Reduce -12.4% 5,922 $2.2M
Waterway Wealth Management, LLC 0.93% Add +25.6% 5,917 $2.2M
Pineridge Advisors LLC 0.87% Reduce -60.8% 5,916 $2.2M
Promus Capital, LLC 1.68% Add +2.4% 5,915 $2.2M
Magnolia Private Wealth, LLC 1.88% Add +14.6% 5,911 $2.2M
Retirement Income Solutions, Inc. 0.46% Reduce -2.3% 5,883 $2.2M
Inspirion Wealth Advisors, LLC 0.31% Add +4.8% 5,873 $2.2M
Valtinson Bruner Financial Planning LLC 0.75% Add +2.7% 5,873 $2.2M
Garrett Wealth Advisory Group, LLC 0.49% Add +45.7% 5,872 $2.2M
Ascent Capital Management, LLC 2.22% Add +0.8% 5,868 $2.2M
Antonelli Financial Advisors, LLC 1.77% Reduce -9.3% 5,862 $2.2M
Richardson Financial Services Inc. 1.67% Reduce -0.5% 5,856 $2.2M
Rinkey Investments 0.70% Add +0.9% 5,855 $2.2M
Ruggaard & Associates LLC 0.96% Reduce -6.4% 5,855 $2.2M
Paulson Wealth Management Inc. 0.62% Reduce -3.4% 5,854 $2.2M
Hoge Financial Services, LLC 1.54% Add +21.2% 5,854 $2.2M
Meriwether Wealth & Planning, LLC 1.43% Add +14.6% 5,850 $2.2M
Tealwood Asset Management Inc. 1.02% Reduce -33.1% 5,849 $2.2M
Innova Wealth Partners 1.36% Add +1.5% 5,847 $2.2M
Ulland Investment Advisors, LLC 1.91% Reduce -13.4% 5,838 $2.2M
CMG Global Holdings, LLC 1.43% Reduce -19.9% 5,659 $2.2M
Painted Porch Advisors LLC 0.91% Reduce -1.4% 5,808 $2.2M
M.E. Allison & Co., Inc. 2.15% Add +3.7% 5,807 $2.2M
Petra Financial Advisors Inc. 1.79% Reduce -1.5% 5,801 $2.2M
Sage Capital Management, LLC 1.18% Reduce -15.5% 5,802 $2.2M
Arbor Capital Management Inc. 2.11% Add +4.5% 5,724 $2.2M
Portolan Capital Management, LLC 0.17% Reduce -15.3% 5,797 $2.2M
JMG Financial Group, Ltd. 0.07% Add +3.2% 5,796 $2.2M
Centennial Wealth Advisory LLC 0.79% Add +13.1% 5,766 $2.2M
Level Wealth Management LLC 1.42% Add +0.2% 5,764 $2.2M
First Hawaiian Bank 0.32% Reduce -93.1% 5,762 $2.2M
AtlasMark Financial, Inc 2.01% No change 5,761 $2.2M
Pure Portfolios Holdings LLC 0.79% Reduce -9.8% 5,749 $2.2M
J Hagan Capital, Inc. 1.75% — 5,118 $2.2M
WealthTrust Asset Management, LLC 1.60% Reduce -5.7% 5,742 $2.2M
A. D. Beadell Investment Counsel, Inc. 1.79% Reduce -6.7% 5,728 $2.1M
Apex Wealth Management, LLC 1.93% Add +5.0% 5,723 $2.1M
Stonebridge Financial Planning Group, LLC 0.98% Reduce -0.4% 5,716 $2.1M
Private Management Group Inc. 0.08% Reduce -16.8% 5,715 $2.1M
Norris Financial Group, LLC 1.00% Reduce -36.0% 5,696 $2.1M
360 Financial, Inc. 0.77% Add +1.7% 5,689 $2.1M
Texas Capital Bancshares Inc 0.91% Add +4.9% 5,674 $2.1M
Lavaca Capital LLC 0.97% Reduce -2.4% 5,653 $2.1M
Paradigm Capital Management, LLC 2.20% Reduce -6.9% 5,651 $2.1M
Abound Wealth Management 0.71% Reduce -0.2% 5,631 $2.1M
Heritage Investment Group, Inc. 0.40% Add +2.9% 5,631 $2.1M
Concorde Asset Management, LLC 1.14% Add +4.9% 5,422 $2.1M
Alliance Wealth Management Group 0.57% No change 5,617 $2.1M
WPG Advisers, LLC 1.96% Add +1.0% 5,610 $2.1M
Phillips Financial Management, LLC 0.16% Reduce -1.5% 5,610 $2.1M
Element Pointe Advisors, LLC 0.51% Reduce -11.9% 5,609 $2.1M
Encompass More Asset Management 0.63% Reduce -4.4% 5,601 $2.1M
Marotta Asset Management 0.41% Add +6.0% 4,869 $2.1M
Centerpoint Advisory Group 2.06% Reduce -1.6% 5,578 $2.1M
swisspartners Advisors Ltd 2.21% Add +885.3% 6,306 $2.1M
Partners Wealth Management, LLC 2.37% Reduce -0.2% 5,573 $2.1M
Maridea Wealth Management LLC 0.68% Reduce -7.5% 5,564 $2.1M
Campion Asset Management 1.62% No change 5,563 $2.1M
SRH Advisors, LLC 0.64% Reduce -8.2% 5,563 $2.1M
Sterling Group Wealth Management, LLC 1.12% Add +0.3% 5,555 $2.1M
Peak Retirement Planning, Inc. 1.16% Add +24.3% 5,550 $2.1M
Financial Management Professionals, Inc. 0.27% Reduce -5.1% 5,549 $2.1M
EWG Elevate Inc. 0.79% Reduce -3.4% 5,541 $2.1M
Safe Harbor Fiduciary, LLC 2.15% Add +367.4% 5,539 $2.1M
Potomac Fund Management Inc. 0.91% Add +11.9% 5,787 $2.1M
Accredited Wealth Management, LLC 1.75% Add +5.3% 5,531 $2.1M
Sequent Planning LLC 0.75% Add +11.2% 5,521 $2.1M
Stonekeep Investments, LLC 1.53% Add +0.3% 5,517 $2.1M
Ewing Morris & Co. Investment Partners Ltd. 0.65% Add +5.1% 3,831 $2.1M
TruNorth Capital Management, LLC 0.51% Add +73.2% 5,513 $2.1M
PrairieView Partners, LLC 0.22% Add +2.8% 5,513 $2.1M
Financial Advisors Network, Inc. 0.34% Add +1.1% 5,511 $2.1M
Grant Street Asset Management, Inc. 0.51% Reduce -0.0% 5,509 $2.1M
Acima Private Wealth, LLC 0.74% Reduce -25.2% 5,505 $2.1M
Riverpoint Wealth Management Holdings, LLC 0.53% Add +0.2% 5,505 $2.1M
Groesbeck Investment Management Corp. 2.89% No change 5,504 $2.1M
Roberts Financial Services LLC 0.40% Reduce -4.0% 5,503 $2.1M
Capital Management Associates 4.03% Reduce -50.0% 5,500 $2.1M
Cathy Pareto & Associates, Inc. 1.83% Add +56.4% 5,499 $2.1M
LifePlan Financial, LLC 1.80% Add +6.1% 5,494 $2.1M
Sterling Financial Group, Inc. 0.74% Add +32.3% 5,487 $2.1M
Financial & Tax Architects, LLC 0.52% Add +2.6% 5,487 $2.1M
Waratah Capital Advisors Ltd. 0.14% Reduce -94.3% 5,473 $2.1M
Doliver Advisors, LP 0.58% Reduce -1.0% 5,467 $2.1M
Flagstone Financial Management 0.66% Add +0.0% 5,456 $2.0M
Wealthcare Capital Partners, LLC 1.05% Add +2.5% 5,455 $2.0M
Dixon Fnancial Services, Inc. 1.11% Reduce -0.4% 5,448 $2.0M
Heck Capital Advisors, LLC 0.23% Add +62.5% 5,448 $2.0M
Smart Money Group LLC 0.69% Add +22.0% 5,434 $2.0M
International Private Wealth Advisors LLC 1.95% Add +5.2% 5,409 $2.0M
Accelerate Investment Advisors LLC 1.70% Add +13.6% 5,409 $2.0M
Cornerstone National Bank & Trust Co 0.91% Add +13.8% 5,402 $2.0M
Virtus Advisers, LLC 1.35% Add +100.5% 5,399 $2.0M
MFG Wealth Management, Inc. 1.93% Add +0.6% 5,395 $2.0M
Dogwood Wealth Management LLC 1.06% Add +19.4% 5,389 $2.0M
Guided Capital Wealth Management, LLC 1.69% Add +37.5% 5,384 $2.0M
Perissos Private Wealth Management, LLC 1.84% Reduce -49.3% 5,374 $2.0M
Holistic Financial Partners 0.97% Add +1.6% 5,370 $2.0M
Martin Capital Partners, LLC 2.41% Reduce -6.2% 5,368 $2.0M
Newport Capital Group, LLC 1.45% Add +12.3% 5,361 $2.0M
First International Bank & Trust 0.64% Reduce -8.5% 5,355 $2.0M
Mainstream Capital Management LLC 1.59% Add +4.2% 5,353 $2.0M
TrueWealth Advisors, LLC 0.66% Reduce -5.5% 5,351 $2.0M
RS Crum Inc. 0.54% Add +5.4% 5,350 $2.0M
Yarger Wealth Strategies, LLC 1.17% Add +0.5% 5,334 $2.0M
William Mack & Associates, Inc. 1.71% Reduce -4.2% 5,327 $2.0M
Obsidian Personal Planning Solutions LLC 0.89% Reduce -0.7% 5,051 $2.0M
Cascade Investment Group, Inc. 1.53% Reduce -6.5% 5,317 $2.0M
PSI Advisors, LLC 0.65% Reduce -15.4% 5,308 $2.0M
Strategic Wealth Investment Group, LLC 3.46% Reduce -92.7% 5,304 $2.0M
Mma Asset Management LLC 0.84% Add +18.9% 5,299 $2.0M
Hilltop Wealth Advisors, LLC 1.12% Add +4.1% 5,289 $2.0M
KFA Private Wealth Group, LLC 0.69% Add +12.0% 5,288 $2.0M
Ascension Capital Advisors, Inc. 0.91% No change 5,282 $2.0M
Heritage Wealth Partners, LLC 3.01% Reduce -29.4% 5,268 $2.0M
Thrive Capital Management, LLC 1.18% Reduce -32.4% 5,251 $2.0M
Prepared Retirement Institute LLC 1.26% Reduce -7.1% 5,251 $2.0M
Samjo Management, LLC 0.84% No change 5,250 $2.0M
KFG Wealth Management, LLC 0.36% Reduce -5.4% 5,242 $2.0M
WINTON GROUP Ltd 0.12% Reduce -47.6% 5,237 $2.0M
Armor Investment Advisors, LLC 0.81% Add +0.1% 5,233 $2.0M
Kaydan Wealth Management, Inc. 0.63% Add +6.1% 5,228 $2.0M
Corundum Trust Company, INC 5.65% Reduce -8.2% 5,226 $2.0M
Palacios Wealth Management, LLC 1.46% Reduce -0.3% 5,225 $2.0M
Crumly & Associates Inc. 0.54% Add +12.6% 5,224 $2.0M
Intrepid Capital Management Inc. 1.19% Add +15.8% 5,220 $2.0M
Tolleson Wealth Management, Inc. 0.38% Reduce -29.0% 5,218 $2.0M
Constant Guidance Financial LLC 2.46% Add +16.4% 5,215 $2.0M
Cannon Wealth Management Services, LLC 1.75% Reduce -7.8% 4,516 $2.0M
Prescott Group Capital Management, L.L.C. 0.28% Add +15.6% 5,201 $2.0M
Absolute Capital Management, LLC 1.13% Reduce -0.9% 5,199 $2.0M
Broadway Wealth Solutions, Inc. 1.42% Reduce -5.4% 5,189 $1.9M
Pension & Wealth Management Advisors, Inc. 0.72% Add +35.2% 5,180 $1.9M
Weaver C. Barksdale & Associates, Inc. 1.86% Reduce -2.3% 5,167 $1.9M
LeConte Wealth Management, LLC 1.23% — 5,162 $1.9M
Disciplined Investors, L.L.C. 1.75% Add +0.4% 5,161 $1.9M
RPS Advisory Solutions LLC 1.37% Add +8.6% 5,152 $1.9M
Riverwater Partners LLC 0.99% Add +19.4% 5,145 $1.9M
Twelve Points Wealth Management LLC 0.52% Add +3.6% 5,141 $1.9M
Investmark Advisory Group LLC 0.95% Reduce -0.9% 5,132 $1.9M
Francis Financial, Inc. 0.47% Reduce -45.2% 5,129 $1.9M
Seldon Capital LP 1.21% Reduce -67.6% 5,126 $1.9M
Fingerlakes Wealth Management, Inc. 1.64% Reduce -2.7% 5,122 $1.9M
Oak Thistle LLC 0.39% Reduce -45.8% 5,108 $1.9M
Plan A Wealth LLC 1.49% Add +23.3% 5,106 $1.9M
Maripau Wealth Management LLC 1.10% Add +11.0% 5,099 $1.9M
CarsonAllaria Wealth Management, Ltd. 1.11% Add +3.3% 5,099 $1.9M
IMZ Advisory Inc 0.87% Reduce -2.1% 5,099 $1.9M
Aigen Investment Management, LP 0.31% Add +328.3% 5,097 $1.9M
Heritage Wealth Management, Inc. 1.63% Add +3.0% 5,096 $1.9M
Mowery & Schoenfeld Wealth Management, LLC 3.74% Add +66.5% 5,085 $1.9M
MBM Wealth Consultants, LLC 0.56% Add +1.5% 5,085 $1.9M
Orgel Wealth Management, LLC 0.05% Reduce -0.7% 5,082 $1.9M
Wisconsin Wealth Advisors, LLC 2.74% Add +5.4% 5,079 $1.9M
Prodigy Asset Management LLC 1.54% Reduce -1.3% 5,073 $1.9M
Mainstay Capital Management LLC 0.26% Reduce -11.7% 5,072 $1.9M
Austin Wealth Management, LLC 0.38% Add +69.4% 4,915 $1.9M
National Wealth Management Group, LLC 1.25% Add +17.4% 5,069 $1.9M
Tudor Financial Inc. 1.14% Add +0.0% 5,062 $1.9M
Stordahl Capital Management, Inc. 0.45% Add +3.0% 5,054 $1.9M
Aurora Private Wealth, Inc. 1.51% Reduce -10.1% 5,052 $1.9M
Great Waters Wealth Management 0.26% Reduce -5.9% 5,035 $1.9M
Coyle Financial Counsel LLC 0.58% Add +53.2% 5,034 $1.9M
Tandem Financial, LLC 2.06% Reduce -0.1% 5,033 $1.9M
4J Wealth Management LLC 1.49% Add +12.2% 5,030 $1.9M
Castleview Partners, LLC 1.28% Reduce -15.2% 5,030 $1.9M
Mine & Arao Wealth Creation & Management, LLC. 0.92% Reduce -0.0% 5,022 $1.9M
Connective Portfolio Management, LLC 6.36% No change 5,019 $1.9M
Jacksonville Wealth Management, LLC 1.85% Reduce -1.0% 5,010 $1.9M
Avion Wealth 0.48% Add +0.2% 4,456 $1.9M
CTC Alternative Strategies, Ltd. 2.29% New 5,000 $1.9M
Opus Investment Management Inc. 1.34% No change 5,000 $1.9M
Birnam Oak Advisors, LP 0.79% No change 5,000 $1.9M
Soros Capital Management LLC 0.48% New 4,996 $1.9M
Eagle Harbor Asset Management Inc. 1.90% Reduce -3.4% 4,993 $1.9M
BayBridge Capital Group, LLC 1.35% Add +2.7% 4,991 $1.9M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.77% Add +7.8% 5,040 $1.9M
Aspiring Ventures, LLC 1.09% Add +7.9% 4,316 $1.9M
Brooktree Capital Management 1.40% Reduce -27.8% 4,977 $1.9M
Echo45 Advisors LLC 1.25% Add +4.1% 4,967 $1.9M
Atwood & Palmer Inc. 0.13% Add +7.9% 4,964 $1.9M
Moisand Fitzgerald Tamayo, LLC 0.26% Reduce -6.4% 4,962 $1.9M
Blue Barn Wealth, LLC 0.97% Add +2.9% 4,957 $1.9M
Cottonwood Capital Advisors, LLC 1.37% Reduce -12.9% 4,955 $1.9M
Impact Partnership Wealth, LLC 0.40% Add +0.3% 4,951 $1.9M
Shulman DeMeo Asset Management LLC 0.52% Add +0.4% 4,951 $1.9M
Vista Investment Partners Ii, LLC 1.03% Add +6.8% 4,949 $1.9M
Rezny Wealth Management, Inc. 0.52% Add +12.9% 4,943 $1.9M
Private Client Services, LLC 0.92% Reduce -24.1% 4,943 $1.9M
TriaGen Wealth Management LLC 0.65% Reduce -9.3% 4,935 $1.9M
Broyhill Asset Management, LLC 1.50% Reduce -0.9% 4,927 $1.8M
Smallwood Wealth Investment Management, LLC 1.16% Reduce -2.1% 4,925 $1.8M
CJM Wealth Advisers, Ltd. 0.65% Reduce -5.3% 4,919 $1.8M
MFA Wealth Services 1.51% Reduce -4.9% 4,900 $1.8M
Intelligent Financial Strategies 0.96% Reduce -14.2% 4,897 $1.8M
Pacific Sun Financial Corp 1.04% Add +11.9% 4,891 $1.8M
Nautilus Advisors LLC 1.52% Reduce -10.4% 4,888 $1.8M
Curat Global, LLC 2.23% — 4,880 $1.8M
Blalock Williams, LLC 2.05% Add +5.0% 4,879 $1.8M
Morling Financial Advisors, LLC 0.63% Add +59.9% 4,865 $1.8M
Kraft, Davis & Associates, LLC 0.59% Reduce -1.9% 4,991 $1.8M
Cunning Capital Partners, LP 1.16% Reduce -0.6% 4,862 $1.8M
Chokshi & Queen Wealth Advisors, Inc 1.21% Reduce -17.8% 4,861 $1.8M
Pacific Center for Financial Services 0.48% Reduce -2.0% 4,860 $1.8M
Mindset Wealth Management, LLC 0.71% Add +16.3% 4,856 $1.8M
BlueChip Wealth Advisors LLC 0.89% Add +1.7% 4,840 $1.8M
Advanced Portfolio Management, LLC 3.66% Reduce -64.8% 4,837 $1.8M
Mainsail Asset Management, LLC 1.24% Add +5.7% 4,829 $1.8M
Tang Capital Management LLC 0.10% Add +41.4% 4,825 $1.8M
Petix & Botte Co 0.48% Reduce -1.2% 4,808 $1.8M
Curran Financial Partners, LLC 0.44% Add +7.9% 4,807 $1.8M
North Forty Two & Co. 2.00% Reduce -3.7% 4,804 $1.8M
Planned Solutions, Inc. 0.74% Add +8.1% 4,803 $1.8M
Selective Wealth Management, Inc. 0.78% Add +1.9% 4,635 $1.8M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.04% Reduce -80.7% 4,794 $1.8M
Cohen & Steers, Inc. 0.00% Reduce -18.4% 4,790 $1.8M
SRN Advisors, LLC 2.02% Reduce -15.8% 4,781 $1.8M
Veltria Advisors Corp. 1.17% Reduce -52.8% 4,778 $1.8M
GR Financial Group, LLC 0.28% Add +216.3% 4,773 $1.8M
DiNuzzo Private Wealth, Inc. 0.23% Reduce -0.3% 4,770 $1.8M
Financial Freedom, LLC 1.03% Reduce -2.0% 4,761 $1.8M
DMKC Advisory Services, LLC 1.61% Reduce -0.6% 4,754 $1.8M
Meritas Wealth Management, LLC 1.05% Reduce -0.5% 4,753 $1.8M
Latash Investments, LLC 1.47% No change 4,750 $1.8M
Silver Oak Advisory Group, Inc. 0.95% Reduce -0.9% 4,749 $1.8M
Retirement Guys Formula LLC 0.88% Add +20.9% 4,741 $1.8M
Spectrum Planning & Advisory Services Inc. 1.48% Add +0.1% 4,739 $1.8M
Lord & Richards Wealth Management, LLC 2.02% Add +117.1% 4,738 $1.8M
Asset Planning,Inc 1.40% Reduce -0.5% 4,732 $1.8M
Wealth Advisors of Iowa, LLC 0.76% Reduce -1.1% 4,729 $1.8M
Impact Investors, Inc 1.38% No change 4,720 $1.8M
Elser Financial Planning, Inc 2.45% Add +2.4% 4,719 $1.8M
Comprehensive Wealth Management, LLC 1.23% Add +2.1% 4,719 $1.8M
MN Wealth Advisors, LLC 1.04% Add +1.0% 4,718 $1.8M
apricus wealth, LLC 1.05% Add +9.6% 4,714 $1.8M
Future You Wealth LLC 1.13% Reduce -1.4% 4,710 $1.8M
Veery Capital, LLC 0.69% Add +5.4% 4,709 $1.8M
New Jersey Better Educational Savings Trust 3.41% No change 4,709 $1.8M
FSA Wealth Management LLC 0.75% Add +6.7% 4,701 $1.8M
KRS Capital Management, LLC 1.40% Reduce -3.8% 4,701 $1.8M
Windsor Capital Management, LLC 0.54% Reduce -3.3% 4,689 $1.8M
Endowment Wealth Management, Inc. 1.13% Reduce -0.2% 4,689 $1.8M
Denver PWM, LLC 0.63% Add +147.0% 4,681 $1.8M
Sharpepoint LLC 1.54% Reduce -16.6% 4,450 $1.8M
Wetzel Investment Advisors, Inc. 0.89% Reduce -3.1% 4,669 $1.8M
Cypress Capital, LLC 0.50% Reduce -0.1% 4,665 $1.8M
Tobias Financial Advisors, Inc. 0.34% Add +7.5% 4,664 $1.8M
Momentous Wealth Management, Inc. 1.24% Add +11.0% 4,660 $1.7M
SFG Wealth Management, LLC. 0.85% Reduce -34.4% 4,658 $1.7M
Prospect Financial Group LLC 2.22% Add +4.6% 4,632 $1.7M
M3 Advisory Group, LLC 1.37% Reduce -23.6% 4,631 $1.7M
Fidato Wealth LLC 1.33% Add +0.3% 4,625 $1.7M
Gardner Russo & Quinn 0.02% Reduce -6.8% 4,620 $1.7M
Long Road Investment Counsel, LLC 0.67% Add +48.1% 4,617 $1.7M
Drum Hill Capital, LLC 2.04% Add +1.4% 4,613 $1.7M
Postrock Partners LLC 0.86% No change 4,610 $1.7M
Smart Portfolios, LLC 1.88% Reduce -0.1% 4,608 $1.7M
Womack Financial LLC 1.58% Reduce -0.9% 4,607 $1.7M
Eclectic Associates Inc. 0.46% Add +12.9% 4,606 $1.7M
PYA Waltman Capital, LLC 0.54% Reduce -0.5% 4,605 $1.7M
Clearview Wealth Advisors LLC 1.29% Reduce -1.0% 4,596 $1.7M
Account Management LLC 1.90% No change 4,595 $1.7M
Sphera Funds Management LTD. 0.43% Reduce -79.4% 4,592 $1.7M
Factor Wealth Management LTD 0.53% Reduce -0.1% 4,577 $1.7M
Brand Asset Management Group, Inc. 0.72% Add +1.4% 4,569 $1.7M
Hanover Advisors Inc. 0.74% Reduce -1.2% 4,568 $1.7M
Aspen Wealth Management LLC 0.49% Add +2.0% 4,567 $1.7M
Cedar Mountain Advisors, LLC 0.38% Reduce -1.6% 4,563 $1.7M
Good Steward Wealth Advisors,LLC 1.56% — 4,556 $1.7M
Barnes Wealth Management Group, Inc 1.10% Add +3.3% 4,553 $1.7M
VestGen Investment Management 1.29% Reduce -37.3% 4,553 $1.7M
Altura Wealth Advisors Inc. 1.13% Add +15.2% 4,547 $1.7M
Clarus Wealth Advisors 0.91% Add +19.6% 4,365 $1.7M
Marathon Trading Investment Management LLC 0.92% Reduce -97.7% 4,536 $1.7M
Unified Investment Management 2.01% Reduce -14.3% 4,532 $1.7M
Readystate Asset Management LP 0.16% New 4,531 $1.7M
New England Asset Management Inc. 0.29% Add +0.8% 4,530 $1.7M
Cornerstone Planning Group LLC 0.41% Add +73.1% 4,540 $1.7M
Thoma Capital Management LLC 1.19% Reduce -0.3% 4,527 $1.7M
SK Wealth Management, LLC 0.91% Add +0.6% 4,728 $1.7M
Riverstone Advisors, LLC 1.02% Reduce -0.2% 4,521 $1.7M
Keyes, Stange & Wooten Wealth Management, LLC 0.96% Reduce -1.2% 4,520 $1.7M
Code Waechter LLC 1.39% Reduce -8.3% 4,514 $1.7M
4WEALTH Advisors, Inc. 1.87% Add +10.6% 4,511 $1.7M
Hirtle & Co., LLC 0.08% Reduce -87.3% 4,508 $1.7M
Sage Advisors, LLC 1.19% Add +5.9% 4,504 $1.7M
Cowa, LLC 0.72% Add +7.1% 4,504 $1.7M
Bosman Wealth Management, LLC 1.71% Reduce -62.9% 4,498 $1.7M
Bayshore Asset Management, LLC 0.84% Add +0.6% 4,490 $1.7M
Alexis Investment Partners, LLC 0.81% Add +0.1% 4,472 $1.7M
Essential Planning, LLC. 0.68% Reduce -94.7% 4,486 $1.7M
Strategic Financial Partners, Ltd. 0.89% Reduce -0.5% 4,483 $1.7M
PFG Private Wealth Management, LLC 0.91% Reduce -0.9% 4,476 $1.7M
Elios Financial Group Inc. 0.83% Add +2.7% 4,471 $1.7M
Vertex Planning Partners, LLC 0.37% Reduce -0.8% 4,463 $1.7M
LVZ, Inc. 0.22% Add +3.0% 4,461 $1.7M
Hickory Asset Management, Inc. 1.48% Reduce -3.4% 4,452 $1.7M
XY Capital Ltd 1.10% Reduce -28.5% 4,451 $1.7M
Muirfield Wealth Advisors LLC 1.42% Add +0.4% 4,445 $1.7M
Hobbs Group Advisors, LLC 0.63% Reduce -14.2% 4,429 $1.7M
Cravens & Co Advisors, LLC 1.29% Add +5.0% 4,429 $1.7M
Campbell Deegan Wealth Management, LLC 1.91% Reduce -7.0% 4,418 $1.7M
Kelly Financial Services LLC 0.58% Reduce -0.8% 4,418 $1.7M
Valued Retirements, Inc. 2.18% Add +2.8% 4,416 $1.7M
Ironsides Asset Advisors, LLC 0.49% Add +12.8% 4,414 $1.7M
Gray Private Wealth, LLC 1.00% Add +51.3% 4,411 $1.7M
Catalyst Private Wealth, LLC 0.81% Add +3.2% 4,403 $1.7M
Alterna Wealth Management, Inc. 1.25% Add +20.2% 4,401 $1.7M
Client First Investment Management LLC 1.12% No change 4,400 $1.7M
Haven Private, LLC 0.93% Add +18.8% 4,393 $1.6M
Corrigan Financial, Inc. 0.34% Add +0.1% 4,391 $1.6M
Continuum Wealth Advisors, LLC 0.84% Reduce -15.3% 4,374 $1.6M
Cassia Capital Partners, LLC 1.02% Add +3.1% 4,368 $1.6M
Independent Family Office, LLC 0.86% No change 4,360 $1.6M
Gsa Capital Partners LLP 0.15% Reduce -80.5% 4,356 $1.6M
Covestor Ltd 1.09% Reduce -2.3% 4,349 $1.6M
Frederick Financial Consultants, LLC 1.18% Add +21.7% 4,350 $1.6M
Sierra Ocean, LLC 1.28% Reduce -2.9% 4,332 $1.6M
Vance Wealth, LLC 0.61% Add +13.7% 4,327 $1.6M
Eq Wealth Advisors, LLC 1.29% Add +0.1% 4,327 $1.6M
Main Management ETF Advisors, LLC 0.08% New 4,326 $1.6M
Prairiewood Capital, LLC 0.66% Reduce -1.0% 4,324 $1.6M
Emerald Mutual Fund Advisers Trust 0.12% Reduce -15.7% 4,320 $1.6M
Curtis Advisory Group, LLC 0.48% Reduce -0.1% 4,319 $1.6M
OxenFree Capital LLC 1.23% Add +0.5% 4,511 $1.6M
Archvest Wealth Advisors, Inc. 1.34% Reduce -7.3% 4,312 $1.6M
Mayfair Advisory Group, LLC 0.93% Reduce -3.3% 4,309 $1.6M
Saiph Capital, LLC 0.77% Add +0.9% 4,300 $1.6M
Kearns & Associates LLC 1.05% No change 4,300 $1.6M
Roble, Belko & Company, Inc 0.26% Reduce -16.8% 4,300 $1.6M
Guidance Point Advisors, LLC 0.48% Add +0.1% 4,299 $1.6M
Cedar Wealth Management, LLC 0.57% Add +2.7% 4,297 $1.6M
Planning Center, Inc. 0.19% Add +6.2% 4,289 $1.6M
Cambridge Financial Group, LLC 0.68% Add +1.9% 4,262 $1.6M
Rock Point Advisors, LLC 0.49% Reduce -0.6% 4,272 $1.6M
Lakewood Asset Management LLC 1.08% Reduce -43.6% 4,271 $1.6M
Red Tortoise LLC 0.84% Reduce -1.1% 4,267 $1.6M
Gridiron Partners, LLC 1.02% No change 4,265 $1.6M
Clayton Financial Group LLC 0.59% Reduce -0.6% 4,261 $1.6M
Private Capital Advisors, Inc. 0.19% Add +0.5% 4,259 $1.6M
Illumine Investment Management, LLC 1.31% Add +0.2% 4,255 $1.6M
American Financial Advisors, LLC 0.23% Reduce -4.1% 4,251 $1.6M
Integrity Wealth Solutions LLC 0.86% Reduce -1.0% 4,246 $1.6M
Plan Group Financial, LLC 0.57% Add +249.7% 4,242 $1.6M
Strategic Investment Solutions, Inc. 0.46% Reduce -4.5% 4,239 $1.6M
Bridger Management, LLC 0.79% No change 4,230 $1.6M
Strategic Equity Management 0.67% Reduce -3.6% 4,228 $1.6M
1620 Investment Advisors, Inc. 1.24% Reduce -13.8% 4,227 $1.6M
Capasso Planning Partners LLC 0.66% Reduce -3.9% 4,219 $1.6M
Bell Investment Advisors, Inc 0.29% Reduce -0.5% 4,215 $1.6M
Conrad Siegel Investment Advisors, Inc. 0.41% Add +1.9% 4,214 $1.6M
Clear Investment Research, LLC 2.11% Add +3.7% 4,212 $1.6M
Capital Square, LLC 0.93% Reduce -14.6% 4,205 $1.6M
M1 Capital Management LLC 0.99% Reduce -3.2% 4,205 $1.6M
Crane Advisory, LLC 0.29% Add +0.1% 4,063 $1.6M
Market Street Wealth Management Advisors LLC 0.27% Add +0.9% 4,202 $1.6M
Yoffe Investment Management, LLC 2.32% Reduce -0.0% 4,199 $1.6M
CAP Partners, LLC 1.14% Reduce -7.3% 4,199 $1.6M
Austin Asset Management Co Inc 0.34% Reduce -19.4% 4,190 $1.6M
Trinity Financial Advisors LLC 0.57% Add +1.9% 4,206 $1.6M
Peterson Wealth Advisors, LLC 0.30% Add +1.1% 4,384 $1.6M
Grove Street Fiduciary, LLC 0.79% Add +35.7% 4,175 $1.6M
Cyrus J. Lawrence, LLC 5.92% Reduce -95.3% 4,166 $1.6M
Hofer & Associates. Inc 1.06% Add +1.5% 4,162 $1.6M
C M Bidwell & Associates Ltd. 0.94% Reduce -3.9% 4,157 $1.6M
Lockerman Financial Group, Inc. 2.36% Reduce -0.7% 4,154 $1.6M
Tru Independence Asset Management 2, LLC 1.17% Reduce -8.7% 4,153 $1.6M
Willow Creek Wealth Management Inc. 0.15% Add +7.4% 4,140 $1.6M
Alpha Zero LLC 1.18% Reduce -4.1% 4,141 $1.6M
Verde Capital Management 0.44% Add +11.6% 4,134 $1.6M
Rodgers & Associates, LTD 0.19% Reduce -5.5% 4,126 $1.5M
Vista Investment Management 0.60% Reduce -3.4% 4,119 $1.5M
PMG Wealth Management, Inc. 1.64% Reduce -52.8% 4,117 $1.5M
Wiser Advisor Group LLC 2.28% Add +4.0% 4,113 $1.5M
Landing Point Financial Group, LLC 1.17% Add +4.3% 4,110 $1.5M
RMR Capital Management, LLC 1.11% No change 4,107 $1.5M
Coordinated Financial Services, Inc. 1.20% — 4,099 $1.5M
Panoramic Investment Advisors, LLC 1.04% Add +6.8% 4,099 $1.5M
Phocas Financial Corp. 0.23% Reduce -3.2% 4,080 $1.5M
Portfolio Strategies, Inc. 0.24% Add +2.4% 4,076 $1.5M
Ironwood Investment Management LLC 0.83% Reduce -0.2% 4,075 $1.5M
RHS Financial, LLC 0.86% Add +55.3% 4,073 $1.5M
jvl associates llc 0.62% Reduce -3.2% 4,070 $1.5M
Norman Fields, Gottscho Capital Management, LLC 0.52% No change 4,059 $1.5M
Towerpoint Wealth, LLC 0.75% Reduce -9.6% 4,055 $1.5M
Georgetown University 0.61% Add +0.2% 4,053 $1.5M
Gouws Capital LLC 0.99% Add +90.7% 4,050 $1.5M
Wealth Watch Advisors, INC 1.24% Reduce -18.6% 4,034 $1.5M
Maven Securities LTD 0.33% Reduce -29.4% 4,049 $1.5M
Lakeshore Capital Group, Inc. 1.47% Add +4.8% 4,048 $1.5M
New Vernon Investment Management LLC 2.03% Reduce -52.7% 4,042 $1.5M
Nicholas Wealth, LLC. 1.58% Reduce -52.6% 4,034 $1.5M
Flagship Wealth Advisors, LLC 0.64% Add +33.0% 4,029 $1.5M
Cascade Wealth Advisors, Inc 1.05% Reduce -0.8% 3,920 $1.5M
Hartmann Taylor Wealth Management, LLC 1.35% — 4,025 $1.5M
OneAscent Investment Solutions LLC 1.79% — 4,023 $1.5M
Reston Wealth Management LLC 0.61% Add +0.9% 4,017 $1.5M
Katamaran Capital LLP 1.96% Add +15.7% 4,014 $1.5M
Rebalance, LLC 0.11% Reduce -6.3% 4,012 $1.5M
Profit Investment Management, LLC 1.40% Reduce -10.5% 4,012 $1.5M
Columbia River Financial Group, LLC 1.01% Reduce -0.1% 4,006 $1.5M
William B. Walkup & Associates, Inc. 0.92% Add +16.3% 4,001 $1.5M
Jones Road Capital Management, L.P. 1.81% New 4,000 $1.5M
First Wilshire Securities Management Inc. 0.43% No change 4,000 $1.5M
Family Firm, Inc. 0.34% Reduce -89.3% 3,998 $1.5M
Hardin Capital Partners, LLC 0.92% Add +1.8% 3,990 $1.5M
Ogorek Anthony Joseph /NY/ 0.49% Reduce -29.6% 3,988 $1.5M
Worth Asset Management, LLC 0.81% Reduce -0.5% 3,974 $1.5M
Armbruster Capital Management, Inc. 0.30% Reduce -1.1% 3,974 $1.5M
Castlekeep Investment Advisors LLC 0.77% Add +2.2% 3,970 $1.5M
Santori & Peters, Inc. 0.60% Add +2.9% 3,965 $1.5M
Pinnacle Wealth Management, LLC 1.68% Reduce -26.5% 3,965 $1.5M
HMV Wealth Advisors, LLC 1.18% Reduce -13.8% 3,965 $1.5M
Promethium Advisors,llc 0.95% Reduce -22.5% 3,960 $1.5M
Centricity Wealth Management, LLC 1.35% No change 3,958 $1.5M
Burr Financial Services, LLC 1.16% Reduce -24.8% 3,946 $1.5M
Von Berge Wealth Management Group, LLC 0.95% Reduce -6.1% 3,813 $1.5M
Battery Global Advisors, LLC 0.82% Add +0.1% 3,933 $1.5M
Sharp Wealth Advisory, LLC 1.13% Add +53.1% 3,929 $1.5M
Wealth Management Nebraska 0.22% Add +38.5% 3,914 $1.5M
Single Point Partners, LLC 0.34% Add +23.2% 3,912 $1.5M
Blossom Wealth Management 2.95% Reduce -13.3% 3,912 $1.5M
Creative Capital Management Investments LLC 0.57% Add +0.5% 3,911 $1.5M
Redwood Financial Network Corp 1.11% Add +5.2% 3,900 $1.5M
Quantum Financial Planning Services, Inc. 0.80% Add +104.7% 3,896 $1.5M
Black Point Wealth Management 8.46% Reduce -91.4% 3,896 $1.5M
JBR Co Financial Management Inc 0.86% Add +14.0% 3,894 $1.5M
Inspire Advisors, LLC 0.17% Add +35.4% 3,892 $1.5M
Mountain Capital Investment Advisors Inc. 0.31% Add +5.8% 3,766 $1.5M
Pachira Investments Inc. 1.02% Reduce -13.1% 3,848 $1.5M
Pitti Group Wealth Management, LLC 1.49% Reduce -0.8% 3,877 $1.5M
Paladin Advisory Group, LLC 1.16% Reduce -4.1% 3,872 $1.5M
Winebrenner Capital Management LLC 1.31% No change 3,870 $1.5M
IVC Wealth Advisors LLC 0.78% Add +41.4% 3,867 $1.5M
Voisard Asset Management Group, Inc. 0.42% Add +0.1% 3,864 $1.5M
Intelligence Driven Advisers, LLC 0.28% Reduce -2.4% 3,862 $1.4M
Gibson Capital, LLC 0.31% Add +3.4% 3,861 $1.4M
Cadent Capital Advisors, LLC 0.55% Reduce -10.6% 3,851 $1.4M
Silver Coast Investments LLC 0.55% Add +6.6% 3,847 $1.4M
Granite FO LLC 0.82% No change 3,846 $1.4M
Private Wealth Management Group, LLC 0.53% Add +4.4% 3,844 $1.4M
Ferguson Shapiro LLC 0.54% Reduce -0.5% 3,843 $1.4M
Whitaker-Myers Wealth Managers, LTD. 0.40% Reduce -11.0% 3,838 $1.4M
Viewpoint Investment Partners Corp. 0.78% New 3,836 $1.4M
Powell Investment Advisors, LLC 0.71% Add +9.0% 3,835 $1.4M
BXM Wealth LLC 1.73% Add +19.6% 3,821 $1.4M
Arcus Capital Partners, LLC 0.58% Add +2.2% 3,827 $1.4M
Greenhouse Wealth Management, LLC 1.07% Add +0.2% 3,820 $1.4M
Next Capital Management LLC 0.69% Reduce -7.5% 3,818 $1.4M
Sard Wealth Management Group, LLC 0.96% Add +0.1% 3,810 $1.4M
Harris Associates (Oakmark Funds) 0.00% Add +1.6% 3,797 $1.4M
Frazier Financial Advisors, LLC 1.10% Add +3.9% 3,794 $1.4M
Defined Wealth Management, LLC 0.96% Add +2.1% 3,793 $1.4M
FSC Wealth Advisors, LLC 0.93% Add +1.8% 3,792 $1.4M
Spectrum Wealth Advisory Group, LLC 0.68% Add +0.2% 3,782 $1.4M
BIP Alliance, LLC 0.60% Reduce -2.7% 3,775 $1.4M
Tacita Capital Inc 1.02% Add +1.3% 3,774 $1.4M
Index Fund Advisors, Inc. 0.09% Reduce -35.3% 3,771 $1.4M
Financial Network Wealth Advisors LLC 1.86% Add +12.4% 3,771 $1.4M
Robinson Smith Wealth Advisors LLC 1.18% Add +8.2% 3,750 $1.4M
Zeit Capital LLC 1.08% No change 3,748 $1.4M
Foguth Wealth Management, LLC. 0.34% Reduce -2.3% 3,741 $1.4M
Tenon Financial LLC 0.87% No change 3,736 $1.4M
SilverOak Wealth Management LLC 0.30% Add +0.9% 3,732 $1.4M
Saxony Capital Management, LLC 1.23% Reduce -0.2% 3,731 $1.4M
Acas, LLC 1.06% Reduce -8.9% 3,289 $1.4M
Brogan Financial, Inc. 0.68% Add +17.4% 3,702 $1.4M
Avant Financial Advisors LLC 1.26% Reduce -4.4% 3,697 $1.4M
Visionary Horizons, LLC 0.98% Add +6.2% 3,694 $1.4M
Geometric Wealth Advisors 0.24% Add +2.9% 3,694 $1.4M
Nova R Wealth, Inc. 0.69% Add +3.5% 3,690 $1.4M
Sterling Financial Planning, Inc. 0.50% Reduce -0.7% 3,688 $1.4M
Pingora Partners LLC 1.03% Reduce -4.5% 3,685 $1.4M
Systematic Financial Management LP 0.04% No change 3,685 $1.4M
McNaughton Wealth Management, LLC 0.67% Add +16.9% 3,674 $1.4M
Bantamac Capital, LLC 0.66% Reduce -4.5% 3,661 $1.4M
Guardian Financial Partners, LLC 0.66% Reduce -1.0% 3,658 $1.4M
Integrated Capital Management, LLC 0.76% Add +3.7% 3,656 $1.4M
Planning Directions Inc. 0.59% Add +28.7% 3,648 $1.4M
Anthracite Investment Company, Inc. 0.86% Reduce -37.7% 3,636 $1.4M
Warburton Capital Management, LLC 0.99% Add +38.1% 3,636 $1.4M
Tucker Asset Management LLC 0.44% Reduce -8.4% 3,618 $1.4M
Deseret Mutual Benefit Administrators 0.67% Add +6.7% 3,615 $1.4M
RFG Holdings, Inc. 0.44% Add +18.1% 3,602 $1.4M
Seascape Capital Management 0.47% Reduce -0.3% 3,608 $1.4M
Bay Capital Advisors, LLC 1.13% Reduce -8.7% 3,602 $1.4M
Basepoint Wealth LLC 1.06% Add +10.7% 3,599 $1.4M
Foundation Wealth Management, LLC 1.06% Reduce -8.3% 3,598 $1.4M
Yeomans Consulting Group, Inc. 0.52% Reduce -9.1% 3,595 $1.3M
Earnest Partners LLC 0.01% No change 3,569 $1.3M
Kooman & Associates 0.49% Add +6.6% 3,568 $1.3M
Lionsbridge Wealth Management LLC 1.19% Reduce -17.0% 3,559 $1.3M
Narus Financial Partners, LLC 0.45% Reduce -11.6% 3,551 $1.3M
Bernardo Wealth Planning LLC 0.32% Reduce -2.1% 3,552 $1.3M
Syverson Strege & Co 0.43% Add +103.5% 3,543 $1.3M
Croban 1.22% Reduce -0.8% 3,541 $1.3M
Smith & Howard Wealth Management, LLC 0.36% Reduce -0.5% 3,538 $1.3M
West Financial Advisors, LLC 0.25% No change 3,537 $1.3M
Hobart Private Capital, LLC 0.33% Add +61.2% 3,533 $1.3M
ACT Advisors, LLC. 0.72% Reduce -7.6% 3,530 $1.3M
Endeavor Private Wealth, Inc. 0.72% Add +784.0% 3,527 $1.3M
Marshall & Sterling Wealth Advisors Inc. 0.90% Add +26.6% 3,521 $1.3M
KilterHowling LLC 0.86% Add +0.1% 3,020 $1.3M
Cresta Advisors, Ltd. 0.69% Add +5.5% 3,522 $1.3M
Howard Wealth Management, LLC 0.74% Reduce -1.3% 3,517 $1.3M
Coign Capital Advisors LLC 1.01% Add +3.6% 3,514 $1.3M
Parkwoods Wealth Partners, LLC 0.89% Add +0.9% 3,506 $1.3M
Awm Capital, LLC 0.15% Reduce -1.9% 3,500 $1.3M
Veridan Wealth LLC 0.59% Add +2.0% 3,489 $1.3M
Richwood Investment Advisors, LLC 1.11% Add +20.9% 3,488 $1.3M
SWS Partners 0.43% Add +7.7% 3,487 $1.3M
Wade Financial Advisory, Inc 0.45% Add +0.8% 3,484 $1.3M
Seneca Financial Advisors LLC 0.63% Reduce -2.1% 3,483 $1.3M
Better Money Decisions, LLC 0.87% Add +26.0% 3,477 $1.3M
Westfuller Advisors, LLC 0.87% Add +14.6% 3,477 $1.3M
Client 1ST Advisory Group, LLC 0.51% Add +19.4% 3,473 $1.3M
North Capital, Inc. 1.22% — 3,448 $1.3M
Financial Synergies Wealth Advisors, Inc. 0.16% Add +4.4% 3,440 $1.3M
Ackerman Capital Advisors, LLC 0.34% No change 3,438 $1.3M
Brio Consultants, LLC 0.20% Add +1.4% 3,435 $1.3M
Echo Wealth Management, LLC 0.87% Add +3.1% 3,434 $1.3M
IMPACTfolio, LLC 0.68% Reduce -10.8% 3,431 $1.3M
Capital A Wealth Management, LLC 1.35% Reduce -1.7% 3,428 $1.3M
Vantage Point Financial LLC 0.65% Add +19.6% 3,427 $1.3M
Presilium Private Wealth, LLC 0.29% Reduce -4.2% 3,424 $1.3M
Cornercap Investment Counsel Inc. 0.67% Reduce -1.3% 3,424 $1.3M
Keystone Financial Services 0.49% Add +23.8% 3,421 $1.3M
Genus Capital Management Inc. 0.19% — 3,406 $1.3M
Councilor Wealth, LLC 0.64% Add +7.3% 3,404 $1.3M
Insight 2811, Inc. 0.65% Reduce -2.1% 3,403 $1.3M
Tanglewood Legacy Advisors, LLC 0.56% Reduce -0.8% 3,403 $1.3M
McClarren Financial Advisors, Inc. 0.84% New 5,001 $1.3M
Blueshift Asset Management, LLC 0.50% Add +3.3% 3,371 $1.3M
Diker Management LLC 1.51% Reduce -0.9% 3,362 $1.3M
Bear Mountain Capital, Inc. 0.49% Add +42.4% 3,199 $1.3M
Rather & Kittrell, Inc. 0.27% Add +1.0% 3,356 $1.3M
Yoder Wealth Management, Inc. 0.71% Reduce -0.8% 3,351 $1.3M
Camelot Portfolios, LLC 0.78% Add +384.1% 3,350 $1.3M
Range Financial Group LLC 0.56% Add +0.7% 3,350 $1.3M
Seven Springs Wealth Group, LLC 0.46% Add +22.1% 3,347 $1.3M
Vermillion & White Wealth Management Group, LLC 0.91% Reduce -0.7% 3,343 $1.3M
Sage Investment Counsel LLC 1.59% Reduce -0.3% 3,339 $1.3M
Edge Financial Advisors LLC 0.79% Reduce -4.9% 3,337 $1.3M
Verus Financial Partners, Inc. 0.14% Add +3.9% 3,244 $1.3M
Diversified Portfolios, Inc. 0.13% Reduce -27.2% 3,314 $1.2M
FMB Wealth Management 0.69% Add +0.3% 3,314 $1.2M
One Plus One Wealth Management, LLC 0.68% Add +3.4% 3,313 $1.2M
Forthright Family Wealth Advisory LLC 0.82% Reduce -0.9% 3,311 $1.2M
Birmingham Capital Management Co. Inc. 0.47% Add +14.9% 3,310 $1.2M
Sageworth Trust Co 0.08% Reduce -3.5% 3,310 $1.2M
Kelman-Lazarov, Inc. 0.23% Add +9.4% 3,307 $1.2M
Opus Capital Group, LLC 0.16% Add +11.8% 3,306 $1.2M
OMNI 360 Wealth, Inc. 0.83% Reduce -3.3% 3,305 $1.2M
Ofc Financial Planning, LLC 1.40% Reduce -12.3% 3,298 $1.2M
Parker Financial LLC 0.60% Add +0.1% 3,297 $1.2M
Oak Family Advisors, LLC 0.51% Reduce -76.5% 3,287 $1.2M
Kuhn & Co Investment Counsel 1.04% No change 3,286 $1.2M
Keeler Thomas Management LLC 0.60% Reduce -55.8% 3,286 $1.2M
Integrity Investment Advisors, LLC 1.13% — 3,286 $1.2M
Sprinkle Financial Consultants LLC 0.78% Add +11.4% 3,279 $1.2M
Wakefield Asset Management LLLP 0.37% New 3,278 $1.2M
Flywheel Private Wealth LLC 1.12% Reduce -2.7% 3,275 $1.2M
Financial Guidance Group, Inc. 0.66% Add +5.9% 3,275 $1.2M
Continental Investors Services, Inc. 2.44% Add +9.0% 3,271 $1.2M
Wallace Capital Management Inc. 0.16% No change 3,262 $1.2M
Shelton Wealth Management, LLC 0.70% Add +1.3% 3,260 $1.2M
Astra Wealth Partners LLC 1.17% Add +6.8% 3,259 $1.2M
Harvest Investment Services, LLC 0.34% Add +2.5% 3,259 $1.2M
Post Resch Tallon Group Inc. 1.26% Reduce -1.9% 3,222 $1.2M
Causey Wealth LLC 0.68% Add +0.1% 3,248 $1.2M
FORM Wealth Advisors, LLC 0.17% — 3,246 $1.2M
Slocum, Gordon & Co LLP 0.91% Reduce -8.5% 3,241 $1.2M
AJ Advisors, LLC 0.62% Add +19.9% 3,234 $1.2M
Koa Wealth Management, LLC 0.98% Reduce -0.4% 3,230 $1.2M
Wick Capital Partners, LLC 0.36% Add +5.0% 3,224 $1.2M
Hiley Hunt Wealth Management 0.66% Reduce -4.9% 3,159 $1.2M
Legacies Wealth LLC 0.89% No change 3,215 $1.2M
REDW Wealth LLC 0.45% Reduce -58.6% 3,214 $1.2M
Miller Financial Services LLC 1.73% Reduce -35.7% 3,211 $1.2M
Global Wealth Strategies & Associates 0.37% Add +2.1% 3,210 $1.2M
Chiron Capital Management, LLC 1.09% Add +19.3% 3,205 $1.2M
Demars Financial Group, LLC 0.51% Add +64.0% 3,205 $1.2M
Copley Financial Group, Inc. 0.92% Add +4.4% 3,202 $1.2M
Clarity Wealth Development LLC 1.34% Add +0.3% 3,034 $1.2M
WESPAC Advisors, LLC 0.98% Add +0.9% 3,193 $1.2M
Wiser Wealth Management, Inc 0.34% Add +3.4% 3,190 $1.2M
Morris Financial Concepts, Inc. 0.50% Add +1.1% 3,188 $1.2M
Plum Street Advisors, LLC 0.58% Add +4.8% 3,187 $1.2M
Second Half Financial Partners, LLC 0.59% Add +1.6% 3,186 $1.2M
Leith Wheeler Investment Counsel Ltd. 0.08% Add +110.7% 3,182 $1.2M
Asset Planning Corporation 0.70% Reduce -2.7% 3,179 $1.2M
Equita Financial Network, Inc. 0.42% Add +39.9% 3,169 $1.2M
SMART Wealth LLC 0.43% Reduce -3.1% 3,167 $1.2M
ArchPoint Investors 0.39% Add +21.9% 3,166 $1.2M
CPA Asset Management Group, LLC 0.52% No change 3,166 $1.2M
Arbor Wealth Advisors LLC 1.06% No change 3,163 $1.2M
Matrix Private Capital Group LLC 0.71% Reduce -15.1% 3,163 $1.2M
Cushing Capital Partners, LLC 1.07% Add +13.8% 3,162 $1.2M
Sightline Wealth Advisors, LLC 0.63% Add +0.1% 3,161 $1.2M
James Reed Financial Services, Inc. 1.32% Reduce -0.4% 3,161 $1.2M
Instrumental Wealth, LLC 1.07% Add +14.7% 3,020 $1.2M
WorthPointe, LLC 0.54% Reduce -0.3% 3,149 $1.2M
Element Wealth, LLC 0.63% Reduce -3.5% 3,149 $1.2M
Welch Capital Partners LLC 0.28% No change 3,137 $1.2M
Aufman Associates Inc 0.81% Reduce -0.7% 3,134 $1.2M
Trinity Wealth Management, LLC 0.54% Reduce -0.6% 3,128 $1.2M
HighMark Wealth Management LLC 0.69% Reduce -1.0% 3,137 $1.2M
Elite Life Management LLC 3.66% Reduce -4.0% 3,123 $1.2M
Nova Wealth Management, Inc. 1.01% Reduce -1.0% 3,122 $1.2M
Uhlmann Price Securities, LLC 0.86% Reduce -3.1% 3,118 $1.2M
Magnolia Wealth Management, LLC 0.84% Reduce -10.1% 3,119 $1.2M
Wealthcare Capital Management LLC 0.12% Add +18.4% 3,118 $1.2M
Magnetar Financial LLC 0.02% Add +280.9% 3,108 $1.2M
Williams & Novak, LLC 1.14% Add +19.6% 3,046 $1.2M
Alpha Advisors, LLC 1.01% Add +1.8% 3,094 $1.2M
LifePlan Investment Advisors, Inc. 0.67% Reduce -3.4% 3,091 $1.2M
Fortune 45 LLC 0.76% Add +8.3% 3,088 $1.2M
Richmond Brothers, Inc. 0.73% Reduce -2.3% 3,086 $1.2M
Christensen, King & Associates Investment Services, Inc. 0.55% Reduce -0.4% 2,928 $1.2M
MBE Wealth Management, LLC 0.55% Add +36.6% 3,080 $1.2M
Wealthgarden F.S. LLC 1.11% Add +4.1% 3,080 $1.2M
Barnes Dennig Private Wealth Management LLC 1.74% — 3,067 $1.2M
Ipsen Advisor Group LLC 0.99% Reduce -0.8% 3,060 $1.1M
Fortress Financial Group, LLC 1.14% Add +1.2% 3,052 $1.1M
Schwartz Investment Counsel Inc. 0.04% No change 3,045 $1.1M
Kraematon Investment Advisors, Inc. 1.16% Add +0.6% 3,035 $1.1M
Cairn Investment Group, Inc. 0.64% Add +3.4% 3,031 $1.1M
Henrickson Nauta Wealth Advisors, Inc. 0.47% Add +2.6% 2,982 $1.1M
Lutz Financial Services LLC 0.09% Reduce -0.6% 3,027 $1.1M
Blake Schutter Theil Wealth Advisors, LLC 1.29% Reduce -7.4% 3,024 $1.1M
LGT Financial Advisors LLC 3.47% Reduce -23.9% 3,024 $1.1M
Spring Capital Management, LLC 0.62% Reduce -9.1% 3,024 $1.1M
Keb Asset Management, LLC 0.32% Reduce -3.4% 3,023 $1.1M
Swmg, LLC 0.45% Add +0.4% 2,895 $1.1M
Lowe Wealth Advisors, LLC 0.48% Add +22.1% 3,021 $1.1M
Trademark Financial Management, LLC 0.86% Reduce -7.3% 3,020 $1.1M
Tower Wealth Partners, Inc. 0.60% Reduce -6.2% 3,012 $1.1M
Brown Wealth Management, LLC 0.39% Add +1.7% 3,010 $1.1M
Columbia Advisory Partners LLC 0.98% Add +10.2% 3,007 $1.1M
De Lisle Partners LLP 0.19% No change 3,000 $1.1M
Bramshill Investments, LLC 0.12% Reduce -5.3% 3,000 $1.1M
OneAscent Wealth Management LLC 0.49% Reduce -12.4% 2,999 $1.1M
Peak Financial Management, Inc. 0.34% Reduce -7.1% 2,992 $1.1M
Davis Investment Partners, LLC 0.50% Reduce -8.7% 2,895 $1.1M
Flower City Capital 0.74% Add +4.6% 2,991 $1.1M
Vanguard Capital Wealth Advisors 1.38% Reduce -2.7% 2,987 $1.1M
Gallacher Capital Management LLC 0.55% Add +14.9% 2,986 $1.1M
Tranquilli Financial Advisor LLC 0.71% Add +5.1% 2,983 $1.1M
Vision Financial Markets LLC 1.22% Add +11.5% 2,982 $1.1M
Pollock Investment Advisors, LLC 0.90% Reduce -8.2% 2,981 $1.1M
Moneywise, Inc. 0.59% Reduce -2.8% 2,979 $1.1M
Ridgepath Capital Management LLC 0.54% Reduce -37.0% 2,974 $1.1M
North Berkeley Wealth Management, LLC 1.16% Add +2.6% 2,970 $1.1M
BHK Investment Advisors, LLC 0.47% Add +1.5% 2,962 $1.1M
Axq Capital, LP 0.45% New 2,961 $1.1M
GGM Financial LLC 0.76% Add +27.7% 2,959 $1.1M
NBZ Investment Advisors LLC 0.64% Add +0.5% 2,956 $1.1M
Verus Wealth Management, LLC 1.21% Reduce -0.7% 2,939 $1.1M
ODonnell Financial Services, LLC 0.46% Add +3.2% 2,938 $1.1M
Numerai GP LLC 0.21% Add +91.2% 2,933 $1.1M
Keener Financial Planning LLC 0.72% Reduce -1.3% 2,934 $1.1M
Motiv8 Investments LLC 0.73% Add +0.7% 2,930 $1.1M
Arlington Capital Management, Inc. 0.83% Reduce -4.4% 2,922 $1.1M
Future Fund LLC 1.41% New 2,921 $1.1M
Gimbal Financial 0.99% Add +1.0% 2,921 $1.1M
Kondo Wealth Advisors, Inc. 0.54% Add +17.2% 2,914 $1.1M
Centiva Capital, LP 0.06% Add +1114.2% 2,914 $1.1M
New Century Financial Group, LLC 1.26% Reduce -82.3% 2,907 $1.1M
Winslow Asset Management Inc. 0.24% No change 2,903 $1.1M
Mfa Wealth Advisors, LLC 0.27% Add +11.0% 2,885 $1.1M
Severin Investments, LLC 1.08% Add +7.1% 2,879 $1.1M
Define Financial, LLC 0.82% Add +176.7% 2,781 $1.1M
R. W. Roge & Company, Inc. 0.59% Reduce -1.7% 2,877 $1.1M
Act Wealth Management, LLC 0.49% Reduce -4.2% 2,867 $1.1M
SummitTX Capital, L.P. 0.05% — 2,866 $1.1M
Penobscot Wealth Management 0.45% Add +10.1% 2,863 $1.1M
Warner Financial, Inc. 0.47% No change 2,842 $1.1M
Dean Investment Associates, LLC 0.16% Reduce -2.9% 2,837 $1.1M
Objectivity Squared, LLC 0.89% Add +0.7% 2,739 $1.1M
Sierra Summit Advisors LLC 0.23% Reduce -35.5% 2,832 $1.1M
Horizon Bancorp Inc. 0.60% Reduce -13.6% 2,831 $1.1M
Tumwater Wealth Management, LLC 0.55% Reduce -3.4% 2,825 $1.1M
Lionshead Wealth Management, LLC 1.10% Reduce -2.2% 2,815 $1.1M
G2 Capital Management, LLC / Oh 0.32% Add +5.5% 2,809 $1.1M
Independence Financial Advisors, LLC 0.40% — 2,809 $1.1M
Financial Enhancement Group LLC 0.16% Add +8.5% 2,853 $1.0M
Saudi Central Bank 5.52% New 2,779 $1.0M
Marathon Mission, Inc. 0.73% No change 2,779 $1.0M
Waterford Advisors, LLC 0.43% Reduce -0.4% 2,778 $1.0M
Golden Road Advisors LLC 0.81% Add +52.9% 2,776 $1.0M
Dakota Community Bank & Trust NA 5.02% Add +0.9% 2,772 $1.0M
NavPoint Financial, Inc. 0.73% Add +4.1% 2,772 $1.0M
Seros Financial, LLC 0.78% Reduce -0.8% 2,766 $1.0M
Reyes Financial Architecture, Inc. 0.76% Reduce -47.5% 2,764 $1.0M
Everstar Asset Management, LLC 0.69% Add +48.7% 2,754 $1.0M
Blankinship & Foster, LLC 0.26% No change 2,750 $1.0M
Clark & Stuart, Inc 0.75% No change 2,745 $1.0M
Stegent Equity Advisors, Inc. 1.04% Add +0.2% 2,743 $1.0M
Stephens Consulting, LLC 0.26% Reduce -35.2% 2,742 $1.0M
Red Mountain Financial, LLC 1.25% Add +0.1% 2,741 $1.0M
25 LLC 0.43% Add +2.7% 2,740 $1.0M
Boulder Wealth Advisors, LLC 0.60% Add +1.3% 2,739 $1.0M
Richmond Investment Services, LLC 0.56% Reduce -2.8% 2,738 $1.0M
Nicholson Meyer Capital Management, Inc. 0.95% — 2,738 $1.0M
Main Line Retirement Advisors, LLC 0.67% Add +3.6% 2,727 $1.0M
Defender Capital, LLC. 0.40% Reduce -20.9% 2,686 $1.0M
Presidio Capital Management, LLC 0.43% Reduce -15.5% 2,722 $1.0M
DORVAL Corp 0.41% No change 2,573 $1.0M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.15% Add +29.5% 2,720 $1.0M
Martin Worley Group 0.58% Reduce -13.8% 2,718 $1.0M
Epiq Partners, LLC 0.57% Reduce -8.5% 2,716 $1.0M
Stewardship Advisors, LLC 0.28% Add +11.5% 2,716 $1.0M
Provident Wealth Management, LLC 0.35% Add +4.9% 2,714 $1.0M
Conestoga Capital Advisors, LLC 0.02% Add +1.9% 2,712 $1.0M
Alaska Wealth Advisors, LLC 0.16% Reduce -3.3% 2,707 $1.0M
Discipline Wealth Solutions, LLC 0.48% No change 2,701 $1.0M
Sensible Money, LLC 0.43% Add +7.4% 2,701 $1.0M
Corient IA LP 0.72% — 2,700 $1.0M
Kaufman Rossin Wealth, LLC 0.72% Add +33.0% 2,698 $1.0M
Chris Bulman Inc 0.64% Add +5.1% 2,695 $1.0M
Jmac Enterprises LLC 0.24% Reduce -81.3% 2,689 $1.0M
Tandem Wealth Advisors LLC 0.53% Reduce -16.3% 2,688 $1.0M
Oberweis Asset Management Inc./ 0.05% No change 2,685 $1.0M
MAS Advisors LLC 1.55% Reduce -9.2% 2,682 $1.0M
Signature Resources Capital Management, LLC 0.87% Add +0.1% 2,681 $1.0M
Tidemark, LLC 0.37% Reduce -9.1% 2,681 $1.0M
Melfa Wealth Management, Inc. 0.68% Add +12.4% 2,677 $1.0M
Turning Point Benefit Group, Inc. 0.94% Add +25.7% 2,804 $1.0M
Legacy PCG, LLC 0.71% Reduce -4.5% 2,667 $1.0M
BIT Capital GmbH 0.12% Reduce -86.5% 2,662 $999K
Allie Family Office LLC 0.55% No change 2,661 $999K
Level Financial Advisors 0.34% Add +11.8% 2,660 $999K
Retirement Wealth Solutions LLC 0.81% Add +14.4% 2,659 $998K
Wealth Advisors Northwest LLC 0.63% Reduce -12.8% 2,658 $998K
WPWealth LLP 0.20% Add +4.5% 2,640 $991K
Brightwater Advisory LLC 0.78% Reduce -11.7% 2,638 $990K
Lauterbach Financial Advisors, LLC 0.62% Reduce -4.1% 2,637 $990K
Ballew Advisors, Inc 0.66% Add +1.6% 2,537 $985K
Axiom Financial Strategies, LLC 0.58% Add +1.9% 2,624 $985K
Northwest Quadrant Wealth Management, LLC 0.23% Reduce -8.2% 2,624 $985K
American Capital Advisory, LLC 0.53% Add +2.0% 2,621 $984K
Andina Capital Management, LLC 0.70% Add +209.2% 2,619 $983K
Colorado Capital Management, Inc. 0.46% Add +4.8% 2,618 $983K
Ameraudi Asset Management, Inc. 0.56% No change 2,618 $983K
Foundry Partners, LLC 0.05% Reduce -4.7% 2,610 $980K
OmniStar Financial Group, Inc. 0.77% Add +315.0% 2,598 $977K
Wooster Corthell Wealth Management, Inc. 0.20% Add +374.6% 2,601 $976K
Glaxis Capital Management, LLC 3.77% No change 2,600 $976K
Optima Capital LLC 0.62% Reduce -6.8% 2,595 $974K
Curio Wealth, LLC 0.51% Reduce -99.7% 8 $974K
Altus Wealth Management, LLC 0.46% Add +4.8% 2,591 $973K
Whalen Wealth Management Inc. 0.65% Reduce -65.5% 2,587 $971K
Holland Advisory Services, Inc. 1.47% Add +0.0% 2,586 $971K
Oldfather Financial Services, LLC 0.37% Reduce -1.1% 2,581 $969K
Gentry Private Wealth, LLC 0.80% New 2,578 $968K
Fortis Advisors, LLC 0.63% Add +6.4% 2,577 $967K
Arkos Global Advisors 0.14% Add +7.6% 2,577 $967K
Partners in Financial Planning 0.19% Add +15.8% 2,569 $964K
Lifelong Wealth Advisors, Inc. 0.45% Add +0.5% 2,556 $960K
Noble Family Wealth, LLC 0.26% No change 2,556 $959K
Soundwatch Capital LLC 0.44% Reduce -20.9% 2,547 $956K
Michels Family Financial, LLC 0.86% Add +8.3% 2,546 $956K
One Degree Advisors Inc 0.39% Add +10.5% 2,545 $955K
Carmel Capital Management L.L.C. 0.39% No change 2,539 $953K
Dopkins Wealth Management, LLC 0.48% Add +0.8% 2,538 $953K
Trace Wealth Advisors, LLC 0.85% Reduce -7.2% 2,538 $953K
Great Oak Capital Partners, LLC 0.32% No change 2,277 $950K
Inkwell Capital LLC 1.04% Reduce -1.9% 2,528 $949K
Blue Oak Capital, LLC 0.52% No change 2,525 $948K
FFT Wealth Management LLC 0.20% Reduce -82.6% 2,525 $948K
Stephens Investment Management Group LLC 0.01% No change 2,524 $947K
FreeGulliver LLC 0.48% Add +9.5% 2,523 $947K
Wealth Management Strategies, Inc. 0.63% Add +0.1% 2,517 $945K
Freedom Financial Partners LLC 0.44% Reduce -0.2% 2,514 $944K
Wilkins Miller Wealth Management, LLC 0.71% Add +0.6% 2,509 $942K
Stuart Chaussee & Associates, Inc. 0.23% Reduce -5.3% 2,506 $941K
Mullaney, Keating & Wright, Inc. 0.63% Reduce -1.2% 2,498 $938K
Morton Brown Family Wealth, LLC 0.32% Add +6.8% 2,496 $937K
America First Investment Advisors, LLC 0.20% Add +0.5% 2,482 $932K
Halter Ferguson Financial Inc. 0.51% Reduce -21.1% 2,476 $930K
Cypress Capital Management LLC (WY) 1.11% Reduce -2.3% 2,476 $929K
Kickstand Ventures, Llc. 0.24% Reduce -10.4% 2,476 $929K
Alternative Investment Advisors, LLC. 0.49% Add +2.0% 2,474 $929K
ShoreHaven Wealth Partners, LLC 0.44% Add +0.5% 2,472 $928K
Philip James Wealth Mangement, LLC 0.12% Add +24.0% 2,464 $925K
Innovative Wealth Building LLC 0.85% Add +1.8% 2,454 $921K
Priebe Wealth Holdings LLC 0.57% Add +7.2% 2,454 $921K
DDFG, Inc 0.26% Add +6.6% 2,453 $921K
One Wealth Map LLC 0.61% Add +0.3% 2,564 $921K
Covey Capital Advisors, LLC 1.06% No change 2,450 $920K
TPG Financial Advisors, LLC 0.41% Reduce -4.1% 2,450 $920K
Caerus Investment Advisors, LLC 0.89% No change 2,449 $919K
Wall Street Financial Group, Inc. 0.95% Add +27.8% 2,443 $917K
V2 Financial group LLC 0.59% Add +1.7% 2,443 $917K
Serenus Wealth Advisors, LLC 0.15% Reduce -55.5% 2,439 $915K
Lauer Wealth, LLC 0.71% Add +23.4% 2,322 $915K
Credit Industriel Et Commercial 0.21% New 2,435 $914K
Timonier Family Office, LTD. 0.40% No change 2,434 $914K
ARK & TLK Investments, LLC 0.32% Add +0.5% 2,433 $913K
CMC Financial Group 2.06% Add +0.8% 2,426 $911K
Tiller Private Wealth, Inc. 0.38% Add +42.1% 2,422 $909K
Cedar Point Capital Partners, LLC 0.61% Reduce -4.2% 2,417 $907K
Bravias Capital Group, LLC 0.74% Reduce -12.8% 2,416 $907K
Juncture Wealth Strategies, LLC 0.35% Reduce -5.3% 2,405 $903K
Avaii Wealth Management, LLC 0.48% Reduce -3.3% 2,405 $903K
Conservest Capital Advisors, Inc. 0.09% Add +9.2% 2,404 $902K
BostonPremier Wealth LLC 0.56% Reduce -1.8% 2,403 $902K
Compound Global Advisors, LLC 5.32% Reduce -27.7% 2,529 $901K
Nottingham Advisors, Inc. 0.14% Reduce -47.6% 2,400 $901K
Capstone Wealth Management, LLC 0.90% Reduce -1.4% 2,400 $901K
Meredith Wealth Planning 0.40% Reduce -2.6% 2,399 $901K
Vestia Personal Wealth Advisors 0.71% Reduce -3.8% 2,396 $899K
EMC Capital Management 0.54% Add +73.6% 2,359 $899K
Sound Stewardship, LLC 0.51% Reduce -7.1% 2,393 $898K
BlueSky Wealth Advisors, LLC 0.14% No change 2,393 $898K
Emergent Wealth Advisors, LLC 0.65% Add +10.7% 2,389 $897K
AlphaQ Advisors LLC 2.14% Reduce -0.5% 2,380 $893K
Tilson Financial Group, Inc. 0.35% Add +11.2% 2,372 $890K
Stevens Capital Partners 0.42% Reduce -33.5% 2,371 $890K
AmeriServ Wealth Advisors 0.51% Reduce -30.4% 2,370 $890K
Alpha Financial Partners LLC 0.71% Add +0.3% 2,370 $890K
True Link Financial Advisors, LLC 0.07% Reduce -38.3% 2,362 $887K
Axim Planning & Wealth 0.79% Reduce -7.2% 2,361 $886K
GEN Financial Management, INC. 0.60% Add +1.8% 2,360 $886K
Axecap Investments, LLC 0.75% Reduce -6.0% 2,359 $886K
Dahring | Cusmano LLC 0.76% Add +1.7% 2,355 $884K
Persium Advisors, LLC 0.84% Add +7.3% 2,353 $883K
Able Wealth Management LLC 0.52% Add +3.8% 2,350 $882K
Wealthstar Advisors, LLC 0.40% Add +1.9% 2,349 $882K
Henderson Brothers Financial Partners, LLC 0.44% — 1,822 $881K
Wrenne Financial Planning LLC 0.47% Add +4.0% 2,342 $879K
Joule Financial, LLC 0.31% Reduce -10.5% 2,339 $878K
Leslie Global Wealth, LLC 0.43% Reduce -16.7% 2,328 $874K
Lloyd Advisory Services, LLC. 0.44% Reduce -9.3% 2,328 $874K
SwitchPoint Financial Planning, LLC 0.83% Reduce -10.6% 2,323 $872K
Hill Investment Group Partners, LLC 0.12% Reduce -62.6% 2,320 $871K
Sachem Hill LLC 0.17% Add +42.8% 2,316 $869K
Trellis Wealth Advisors LLC 0.42% No change 2,315 $869K
Joseph P. Lucia & Associates, LLC 0.40% Reduce -11.3% 2,315 $869K
Auour Investments LLC 0.31% No change 2,193 $867K
Wealth Group Ltd 0.25% Reduce -3.0% 2,304 $865K
Bluestem Financial Advisors, LLC 0.40% Reduce -5.2% 2,302 $864K
RiverGlades Family Offices LLC 0.62% No change 2,300 $863K
Noble Wealth Management PBC 0.59% Add +2.7% 2,297 $862K
Graney & King, LLC 0.64% Add +2.4% 2,297 $862K
O'Brien Wealth Partners LLC 0.16% Add +80.4% 2,295 $862K
Stanich Group LLC 0.64% Add +0.5% 2,293 $861K
Valtrion Capital Management, LLC 1.16% Add +1.6% 2,290 $860K
ArrowMark Colorado Holdings LLC 0.01% No change 2,290 $860K
Nalls Sherbakoff Group, LLC 0.70% — 2,289 $859K
Xcel Wealth Management, LLC 0.27% Add +0.7% 2,288 $859K
Keeler & Nadler Financial Planning & Wealth Management 0.39% Reduce -2.9% 2,266 $859K
Websterrogers Financial Advisors, LLC 0.29% Reduce -0.3% 2,281 $856K
Weil Company, Inc. 0.26% Reduce -6.3% 2,278 $855K
O'Connor Financial Group LLC 0.44% Add +0.9% 2,277 $855K
Intergy Private Wealth, LLC 0.32% Reduce -17.4% 2,273 $853K
Lombard Odier Asset Management (USA) Corp 0.36% New 2,268 $851K
McMill Wealth Management 0.31% Reduce -11.5% 2,263 $850K
Fortress Financial Solutions, LLC 1.23% Add +4.2% 2,259 $848K
Rainey & Randall Wealth Advisors Inc. 0.17% New 2,252 $845K
Financial Symmetry Inc 0.52% Add +7.5% 2,251 $845K
Arnhold LLC 0.09% No change 2,250 $845K
Insight Wealth Partners, LLC 0.51% Reduce -20.6% 2,250 $845K
Innovator Capital Management, LLC 15.78% Add +25.8% 2,247 $844K
Lighthouse Wealth Management Inc. 0.77% Reduce -0.4% 2,246 $843K
Summit Financial Consulting LLC 0.78% — 2,240 $841K
Maren Capital LLC 0.06% Reduce -8.2% 2,234 $839K
Incline Global Management LLC 0.52% New 2,233 $838K
Kendall Capital Management 0.25% Reduce -12.1% 2,231 $837K
Winnacle Wealth LLC 0.77% Add +19.8% 2,229 $837K
Cannon Financial Strategists, Inc. 0.14% No change 2,228 $836K
Passive Capital Management, LLC. 0.26% Add +59.8% 2,226 $836K
Horrell Capital Management, Inc. 0.35% No change 2,211 $830K
Burk Holdings LLC 0.62% Add +130.9% 2,203 $827K
Point72 (DIFC) Ltd 0.08% Reduce -81.5% 2,200 $826K
Chicago Wealth Management, Inc. 0.43% Reduce -1.1% 2,199 $826K
MA Private Wealth 0.16% Add +2.3% 2,196 $824K
Investment Management Corp. /Va/ 0.74% Add +11.3% 2,194 $824K
Farringdon Capital, Ltd. 0.41% Reduce -44.9% 2,190 $822K
Bright Futures Wealth Management, LLC. 0.91% Reduce -16.4% 2,282 $819K
Mustard Seed Financial, LLC 0.66% No change 2,181 $819K
Integrity Wealth Advisors, Inc. 0.60% Reduce -8.4% 2,175 $816K
Wealth Forward, LLC 0.58% No change 2,162 $812K
Jentner Corp 0.24% No change 2,160 $811K
Brown Financial Advisory 0.51% Add +233.2% 2,159 $810K
Summit Investment Advisors, Inc. 0.72% Reduce -1.4% 1,870 $810K
TSA Wealth Managment LLC 0.32% Add +3.5% 2,149 $807K
Bryant Woods Investment Advisors, LLC 0.39% Reduce -0.1% 2,146 $806K
ForthRight Wealth Management, LLC 0.27% Reduce -0.7% 2,142 $804K
TAGStone Capital, Inc. 0.40% Add +56.0% 2,143 $804K
Balanced Wealth Group LLC 0.39% Add +0.1% 2,139 $803K
Portland Investment Counsel Inc. 0.24% No change 2,137 $802K
Entruity Wealth, LLC 0.75% No change 2,132 $800K
Stage Harbor Financial, LLC 0.68% Reduce -11.3% 2,129 $799K
Caitlin John, LLC 0.78% Reduce -8.9% 2,127 $798K
Cornerstone Financial Group, LLC 0.72% Add +0.2% 1,776 $798K
Thompson Davis & Co., Inc. 0.63% Reduce -1.6% 2,122 $797K
Binnacle Investments Inc 0.58% — 2,120 $796K
Darrow Company, Inc. 0.44% Add +0.6% 2,110 $792K
Core Wealth Advisors, Inc. 0.25% Add +13.6% 2,109 $792K
Hobbs Wealth Management, LLC 0.88% Reduce -28.0% 2,105 $790K
Disciplined Investments, LLC 0.36% Add +17.9% 2,104 $790K
Mason Investment Advisory Services, Inc. 0.05% Add +0.1% 2,090 $785K
Resolute Advisors LLC 0.23% Reduce -68.2% 2,089 $784K
Hughes Financial Services, LLC 0.15% Add +9.7% 2,049 $783K
Lifestyle Asset Management, Inc. 0.43% Add +55.2% 2,086 $783K
Chico Wealth RIA 0.68% Add +0.2% 2,083 $782K
Orca Wealth Management, LLC 0.70% Add +6.0% 2,082 $781K
BetterWealth, LLC 0.22% Reduce -15.1% 2,079 $780K
Sage Financial Management Group, Inc. 0.28% No change 2,071 $777K
Raffa Wealth Management, LLC 0.18% Reduce -5.3% 2,069 $777K
Oak Wealth Advisors LLC 0.57% Reduce -14.7% 2,069 $777K
Algorithmic Investment Models, LLC 0.57% New 2,068 $776K
Ardent Capital Management, Inc. 0.34% No change 2,067 $776K
Dominguez Wealth Management Solutions, Inc. 0.57% Add +13.0% 2,059 $773K
Copia Wealth Management 0.71% Reduce -3.5% 2,056 $772K
HTG Investment Advisors, Inc. 0.32% Reduce -6.0% 2,054 $771K
Randall & Associates Wealth Management 0.63% Reduce -12.2% 2,052 $770K
Martel Wealth Advisors LLC 0.15% Reduce -1.4% 2,049 $769K
IAG Wealth Partners, LLC 0.12% Add +3.3% 2,048 $769K
Hoya Capital Real Estate, LLC 15.00% No change 2,044 $767K
Brickley Wealth Management 0.16% Add +7.9% 2,044 $767K
Orin Green Financial, LLC 0.36% New 2,136 $767K
Hunter Perkins Capital Management, LLC 0.18% Add +10.6% 2,035 $764K
Corus Family Wealth Advisors 0.52% Add +26.0% 2,035 $764K
HRC Wealth Management, LLC 0.47% Add +4.3% 2,034 $764K
Windsor Advisory Group, LLC 0.99% Reduce -0.7% 2,031 $762K
Burrus Financial Services, Inc. 0.39% Add +0.3% 2,031 $762K
Transce3nd, LLC 0.34% Reduce -50.0% 2,028 $761K
Puff Wealth Management, LLC 1.34% Add +18.6% 2,026 $761K
Grey Fox Wealth Advisors, LLC 0.20% Add +11.8% 2,023 $760K
Long Island Wealth Management, Inc. 0.46% No change 2,018 $758K
CBIZ Investment Advisory Services, LLC 0.04% Add +32.7% 2,017 $757K
Carbahal Olsen Financial Services Group, LLC 0.72% Reduce -2.9% 2,011 $755K
Fairman Group, LLC 0.69% Reduce -1.6% 1,785 $752K
Avid Wealth Partners LLC 0.51% Add +34.7% 1,999 $750K
Keystone Global Partners, LLC 0.53% — 1,994 $749K
Future Financial Wealth Managment LLC 0.55% Add +0.1% 1,993 $748K
Elevate Wealth Advisory, Inc. 0.53% Add +13.7% 1,987 $746K
Giverny Capital 0.03% Reduce -15.6% 1,987 $746K
BWM Planning, LLC 0.32% Add +0.8% 1,985 $745K
Axis Wealth Partners, LLC 0.55% Reduce -3.8% 1,985 $745K
Horizon Family Wealth, Inc. 0.50% Reduce -6.2% 1,984 $745K
Arcadia Wealth Management, LLC 0.37% Add +10.1% 1,982 $744K
Beacon Harbor Wealth Advisors, Inc. 0.17% No change 1,982 $744K
MPWM Advisory Solutions, LLC 0.54% Reduce -3.9% 1,973 $740K
Plotkin Financial Advisors, LLC 0.45% Add +2.1% 1,968 $739K
Manuka Financial, LLC 0.47% Add +22.4% 1,951 $732K
Divergent Planning, LLC 0.24% Add +33.6% 1,916 $732K
Portman Square Capital LLP 0.64% New 1,950 $732K
Certior Financial Group, LLC 0.60% Reduce -1.4% 1,949 $732K
CGC Financial Services, LLC 0.29% Reduce -6.6% 1,949 $732K
Compass Financial Services Inc 0.38% Add +108.5% 1,949 $732K
Allen Wealth Management, LLC 0.50% Add +0.5% 1,948 $731K
Ceera Investments, LLC 0.25% Add +4.5% 1,944 $730K
RTD Financial Advisors, Inc. 0.10% Add +11.6% 1,941 $729K
McMorgan & Co. LLC 0.12% Reduce -17.2% 1,941 $729K
Martin Investment Management, LLC 0.18% Add +2.6% 1,937 $727K
Cyr Financial Inc. 0.65% Add +3.1% 1,936 $727K
Eaton-Cambridge Inc. 0.31% Reduce -5.2% 1,926 $723K
Compass Planning Associates Inc 0.73% Add +0.2% 1,922 $722K
REAP Financial Group, LLC 0.18% Add +15.3% 1,917 $720K
Wheelhouse Advisory Group LLC 0.41% Reduce -21.0% 1,914 $719K
Ruedi Wealth Management, Inc. 0.22% Add +0.1% 1,914 $718K
DHK Financial Advisors, Inc. 0.39% Reduce -5.7% 1,908 $716K
Kathleen S. Wright Associates Inc. 0.30% Add +175.4% 1,903 $714K
Whitcomb & Hess, Inc. 0.22% Add +0.6% 1,903 $714K
Board of the Pension Protection Fund 0.81% Reduce -13.6% 1,900 $713K
AAF Wealth Management, LLC 0.38% Add +15.9% 1,899 $713K
Shakespeare Wealth Management, LLC 0.19% Add +0.1% 1,897 $712K
A&I Financial Services, LLC 0.48% No change 1,895 $711K
Thomas Story & Son LLC 0.28% Add +11.8% 1,895 $711K
Beckerman Institutional, LLC 0.51% Reduce -2.9% 1,894 $711K
Mane Global Capital Management LP 0.06% Add +112.8% 1,894 $711K
MontVue Capital Management, Inc. 0.57% Reduce -15.3% 1,889 $709K
Napa Wealth Management 0.40% Reduce -57.6% 1,888 $709K
Sterling Manor Financial, LLC 0.51% No change 1,886 $708K
Sharper & Granite LLC 0.29% Reduce -5.3% 1,884 $707K
Letson Investment Management, Inc. 0.28% Reduce -33.0% 1,883 $707K
Parkshore Wealth Management, Inc. 0.41% Reduce -2.0% 1,881 $706K
Israel Discount Bank of New York 0.54% Reduce -28.0% 1,878 $705K
Uptown Financial Advisors LLC 0.73% Add +11.0% 1,877 $705K
Capital Wealth Alliance, LLC 0.42% Add +0.1% 1,876 $704K
Investment Counsel Co. of Nevada 1.60% Add +0.1% 1,874 $703K
ESL Trust Services, LLC 0.16% No change 1,872 $703K
Centerline Wealth Advisors, LLC 0.42% Reduce -4.4% 1,871 $702K
Verisail Partners, LLC 0.32% Add +2.8% 1,870 $702K
Sequent Asset Management, LLC 0.39% Reduce -6.0% 1,865 $700K
Delta Accumulation, LLC 6.23% Add +0.2% 1,626 $700K
Vermillion Wealth Management, Inc. 0.21% Reduce -4.0% 1,856 $697K
Collaborative Wealth Managment Inc. 0.32% Reduce -9.2% 1,848 $694K
Compton Financial Group, LLC 0.20% No change 1,846 $693K
Note Advisors, LLC 0.57% No change 1,846 $693K
Legacy Solutions, LLC 0.76% Reduce -2.0% 1,845 $693K
Poplar Forest Capital LLC 0.12% No change 1,844 $692K
Alpha DNA Investment Management LLC 14.94% Reduce -73.3% 1,843 $692K
Siligmueller & Norvid Wealth Advisors LLC 0.29% Add +0.1% 1,842 $691K
Kahn Brothers Group Inc. 0.14% No change 1,839 $691K
Forbes Financial Planning, Inc. 0.51% Reduce -0.5% 1,835 $689K
DBK Financial Counsel, LLC 0.69% Reduce -4.0% 1,828 $686K
Baron Financial Group, LLC 0.43% Reduce -1.4% 1,825 $685K
Enzi Wealth 0.28% Reduce -1.8% 1,768 $685K
Harbor Group, Inc. 0.14% Reduce -1.6% 1,824 $685K
Waller Financial Planning Group, Inc. 0.19% Add +23.5% 1,823 $684K
Cinctive Capital Management LP 0.05% Reduce -93.6% 1,820 $683K
Strategent Financial, LLC 0.62% No change 1,819 $683K
Synergy Investment Management, LLC 0.29% Add +0.4% 1,819 $683K
MRWM Advisors, LLC 0.47% Add +6.8% 1,816 $682K
NCP Inc. 0.92% Reduce -77.3% 1,813 $681K
Dodds Wealth, LLC 0.22% Reduce -0.7% 1,808 $679K
Galibier Capital Management Ltd. 0.21% Reduce -12.2% 1,808 $679K
Hudson Portfolio Management LLC 0.65% Add +222.6% 1,800 $676K
Foundry Financial Group, Inc. 0.42% Add +10.6% 1,800 $676K
Praetorian Wealth Management, Inc. 0.16% Reduce -0.2% 1,799 $675K
VanderPol Investments L.L.C. 1.43% Add +0.2% 1,797 $675K
ETF Portfolio Partners, Inc. 0.20% No change 1,789 $672K
BFI Infinity Ltd. 0.72% Reduce -84.3% 1,788 $671K
Riverchase Wealth Management, LLC 0.47% No change 1,785 $670K
FIDELIS iM, LLC 0.31% Add +0.2% 1,786 $670K
Compass Financial Group, Inc. 0.34% No change 1,784 $670K
Gutierrez Wealth Advisory, LLC 0.54% Reduce -0.7% 1,782 $669K
Cutler Capital Management, LLC 0.30% Add +23.1% 1,783 $669K
Rolek Wealth Management LLC 0.69% Reduce -2.9% 1,735 $669K
Wingate Wealth Advisors, Inc. 0.77% Reduce -24.8% 1,781 $669K
Carmel Capital Partners, LLC 0.26% Reduce -1.4% 1,779 $668K
BlueStem Wealth Partners, LLC 0.09% Reduce -1.1% 1,777 $667K
LGL Partners, LLC 0.32% Reduce -63.6% 1,769 $664K
Family Office Research LLC 0.32% Add +9.9% 1,759 $661K
ShankerValleau Wealth Advisors, Inc. 0.21% No change 1,757 $660K
Entrewealth, LLC 0.50% Add +92.9% 1,746 $655K
KMT Wealth Management, LLC 0.45% Add +94.6% 1,744 $655K
Penney Financial, LLC 0.43% No change 1,736 $652K
Holos Integrated Wealth LLC 0.43% Reduce -11.3% 1,730 $649K
Advantage Trust Co 0.39% Reduce -0.5% 1,728 $649K
Bruce G. Allen Investments, LLC 0.51% Add +1.6% 1,727 $648K
Tobam 0.28% Reduce -63.3% 1,723 $647K
Corrado Advisors, LLC 0.43% Add +16.0% 1,718 $645K
Capstone Capital LLC 0.52% Add +3.1% 1,718 $645K
Jim Saulnier & Associates, LLC 0.50% Add +36.9% 1,714 $644K
Total Investment Management Inc. 0.08% Reduce -12.6% 1,711 $642K
Quarry LP 0.17% Add +83.4% 1,709 $642K
Joel Adams & Associates, Inc. 0.58% No change 1,708 $641K
BCM Advisors, LLC 0.14% Reduce -0.3% 1,467 $639K
Karpus Management, Inc. 0.02% No change 1,700 $638K
Global Wealth Management, LLC 0.37% Add +0.2% 1,698 $638K
St. Louis Trust Co 0.09% Add +21.1% 1,694 $636K
Base Wealth Management LLC 0.48% — 1,693 $636K
Kure Advisory, LLC 0.48% — 1,692 $635K
Objective Capital Management, LLC 0.81% Reduce -72.7% 1,691 $635K
Sara-Bay Financial 0.28% Reduce -3.3% 1,671 $633K
GoalFusion Wealth Management, LLC 0.35% Reduce -21.5% 1,686 $633K
PFS Partners, LLC 0.34% Add +0.1% 1,684 $632K
Farnam Financial LLC 0.64% Add +56.2% 1,682 $632K
Prospera Capital Management, LLC 0.41% New 1,676 $629K
Kiker Wealth Management, LLC 0.43% Reduce -12.0% 1,674 $628K
Wexford Capital LP 0.16% Add +56.2% 1,673 $628K
HFG Advisors, Inc. 0.54% Reduce -44.1% 1,673 $628K
AdviceOne Advisory Services, LLC 0.51% Add +8.0% 1,669 $626K
Woodside Wealth Management LLC 0.58% — 1,665 $625K
Arkansas Financial Group, Inc. 0.11% No change 1,638 $625K
Comprehensive Money Management Services LLC 0.50% Add +3.8% 1,655 $621K
VanWeelden Wealth Management, LLC 0.55% No change 1,650 $619K
High Probability Advisors, LLC 0.10% No change 1,645 $618K
Cypress Financial Planning LLC 0.22% Reduce -4.1% 1,644 $617K
E Fund Management (Hong Kong) Co., Ltd. 0.55% Add +53.5% 1,641 $616K
DHJJ Financial Advisors, Ltd. 0.25% Reduce -4.2% 1,634 $613K
Terril Brothers, Inc. 0.23% Reduce -8.2% 1,633 $613K
Boston Standard Wealth Management, LLC 0.13% Reduce -8.9% 1,372 $613K
Luminvest Wealth Management LLC 0.25% No change 1,630 $612K
Shared Vision Wealth Group LLC 0.33% Reduce -0.4% 1,628 $611K
JDH Wealth Management, LLC 0.52% Add +12.3% 1,627 $611K
Dupree Financial Group, LLC 0.26% Reduce -12.0% 1,620 $608K
Avos Capital Management, LLC 0.40% Add +1.8% 1,620 $608K
Delta Wealth Advisors LLC 0.55% Reduce -1.7% 1,619 $608K
Stone House Investment Management, LLC 0.12% Add +26.1% 1,617 $607K
Tepp RIA, LLC 0.82% Reduce -13.0% 1,606 $603K
Sollinda Capital Management LLC 0.17% Reduce -7.1% 1,605 $603K
Kaye Capital Management 0.25% Reduce -5.8% 1,604 $602K
Tull Financial Group, Inc. 0.35% Reduce -0.7% 1,600 $601K
Sassicaia Capital Advisers LLC 2.18% New 1,600 $601K
Knott David M Jr 0.28% No change 1,600 $601K
Kilter Group LLC 0.39% Reduce -0.6% 1,599 $600K
Stuart Investment Advisors, Inc. 0.34% No change 1,596 $599K
Arcadia Wealth Management, Inc. 0.47% No change 1,596 $599K
Alamar Capital Management, LLC 0.36% Reduce -21.5% 1,595 $599K
L.K. Benson & Company, P.C. 0.41% Add +17.3% 1,592 $598K
Core Wealth Management, Inc. 0.23% Add +4.3% 1,590 $597K
TL Private Wealth 0.29% No change 1,672 $593K
Piedmont Capital Management, LLC 0.43% Reduce -3.4% 1,670 $592K
Strategic Planning, Inc. 0.33% — 1,575 $591K
TT Capital Management LLC 0.49% Add +8.0% 1,558 $585K
Brighton Securities Corp. 0.28% Add +4.7% 1,557 $585K
Bright Financial Advisors, Inc. 0.36% Add +49.6% 1,554 $583K
Weinberger Asset Management, Inc 0.25% Reduce -14.9% 1,552 $582K
Cobblestone Asset Management LLC 0.34% Add +186.5% 1,547 $581K
Threadgill Financial, LLC 0.31% No change 1,546 $580K
Tanglewood Wealth Management, Inc. 0.07% No change 1,544 $580K
Cypress Point Wealth Management, LLC 0.18% No change 1,543 $579K
Sippican Capital Advisors 0.44% No change 1,538 $577K
Whitegate Investment Counselors, Inc. 0.20% Add +11.7% 1,525 $573K
Higgins & Schmidt Wealth Strategies LLC 0.34% Reduce -1.0% 1,525 $572K
denkapparat Operations GmbH 0.60% Reduce -45.7% 1,520 $571K
New Perspectives, Inc 0.30% Add +0.1% 1,519 $570K
Maxele Advisors, LLC 0.55% Add +9.0% 1,514 $568K
Legacy Wealth Management, LLC 0.04% Reduce -16.1% 1,514 $568K
Clark Wealth Partners 0.42% Add +5.3% 1,509 $567K
Bull Oak Capital, LLC 0.31% Reduce -0.2% 1,506 $565K
Sims Investment Management, LLC 0.25% New 1,504 $565K
Asset Allocation & Management Company, LLC 0.28% No change 1,500 $563K
NFC Investments, LLC 0.17% No change 1,500 $563K
FPC Investment Advisory, Inc. 0.39% Reduce -11.3% 1,290 $563K
Retirement Planning Group, LLC / NY 0.57% Add +18.0% 1,499 $563K
Custos Family Office, LLC 0.20% Add +3.2% 1,494 $561K
Basso Capital Management, L.P. 0.48% Reduce -27.2% 1,494 $561K
Strid Group, LLC 0.09% Add +24.1% 1,481 $556K
Navis Wealth Advisors, LLC 0.54% Reduce -6.7% 1,474 $553K
Dynamic Wealth Strategies, LLC 0.46% Add +1.2% 1,471 $552K
EnRich Financial Partners LLC 0.19% Reduce -0.4% 1,469 $551K
Valued Wealth Advisors LLC 0.33% Reduce -8.2% 1,461 $549K
TKG Advisors, LLC 0.27% Reduce -0.7% 1,457 $547K
Donald L. Hagan, LLC 0.29% No change 1,455 $546K
New England Capital Financial Advisors LLC 0.28% Reduce -2.2% 1,452 $545K
Denver Wealth Management, Inc. 0.25% Add +0.1% 1,448 $544K
Silver Oak Wealth Advisors Services, LLC 0.48% Add +0.1% 1,442 $541K
Lountzis Asset Management, LLC 0.20% Add +24.4% 1,382 $541K
Financial Futures Ltd Liability Co. 0.31% Add +8.4% 1,437 $539K
Prism Advisors, Inc. 0.17% Add +11.2% 1,430 $537K
Valley Forge Investment Consultants Inc. Adv 0.19% Reduce -21.9% 1,428 $536K
Merkkuri Wealth Advisors LLC 0.46% Reduce -34.8% 1,427 $536K
Oceanside Advisors LLC 0.39% No change 1,424 $535K
Mid-American Wealth Advisory Group, Inc. 0.29% Add +37.7% 1,424 $535K
Schiavi & Co LLC 0.20% Reduce -4.0% 1,419 $533K
Red Crane Wealth Management, LLC 0.51% No change 1,415 $531K
Clear Point Advisors Inc. 0.47% Reduce -14.9% 1,403 $527K
Heritage Oak Wealth Advisors LLC 0.23% Add +10.8% 1,401 $526K
Martin Capital Advisors, LLP 0.37% No change 1,400 $526K
Compass Advisory Group LLC 0.18% Add +22.2% 1,398 $525K
Kitching Partners, LLC 0.60% Reduce -7.0% 1,391 $522K
Swan Global Investments, LLC 0.03% Add +57.0% 1,391 $522K
Genesis Wealth Advisors, LLC 0.42% No change 1,387 $521K
Quest 10 Wealth Builders, Inc. 0.56% Add +7.5% 1,383 $519K
Avalon Advisory Group 0.24% No change 1,381 $518K
Briaud Financial Planning Inc 0.20% No change 1,371 $514K
LifeGoal Investments, LLC 0.56% Add +0.9% 1,369 $514K
Next Level Wealth Planning, LLC 0.39% Add +3.0% 1,367 $513K
Financial Connections Group, Inc. 0.23% Reduce -2.5% 1,367 $513K
Climber Capital SA 0.40% No change 1,500 $513K
Central Asset Investments & Management Holdings (HK) Ltd 1.01% Reduce -40.0% 1,365 $512K
Sugar Maple Asset Management, LLC 0.40% Reduce -50.7% 1,363 $512K
O'Keefe Stevens Advisory, Inc. 0.17% No change 1,362 $511K
Fenimore Asset Management Inc 0.01% Reduce -4.6% 1,359 $510K
Ledgewood Wealth Advisors, LLC 0.33% No change 1,349 $506K
Opulen Financial Group LLC 0.46% Add +0.8% 1,347 $506K
Lowery Thomas, LLC 0.35% Reduce -4.1% 1,346 $505K
Bonfire Financial 0.47% Add +5.5% 1,346 $505K
Beacon Bridge Wealth Partners, LLC 0.22% Add +2.8% 1,345 $505K
Grand Wealth Management, LLC 0.28% No change 1,340 $503K
Triune Financial Partners, LLC 0.16% Add +38.0% 1,339 $503K
Seek First Inc. 0.45% — 1,338 $502K
Marathon Strategic Advisors, LLC 0.54% Add +2.8% 1,335 $501K
LBJ Family Wealth Advisors, Ltd. 0.32% No change 1,334 $501K
Moody Aldrich Partners LLC 0.10% Reduce -25.1% 1,333 $500K
Anfield Capital Management, LLC 0.18% Add +2.1% 1,326 $498K
Bridgewealth Advisory Group, LLC 0.65% Reduce -93.1% 1,325 $498K
Jackson Creek Investment Advisors LLC 0.16% Reduce -0.7% 1,320 $496K
Courage Miller Partners, LLC 0.17% No change 1,316 $494K
Graham Capital Wealth Management, LLC 0.53% Reduce -23.3% 1,316 $494K
Raub Brock Capital Management LP 0.11% Add +1.1% 1,315 $494K
PVG Asset Management Corp. 2.14% Add +2.0% 1,312 $493K
Grantvest Financial Group LLC 0.40% Add +0.2% 1,310 $492K
Valley Financial Group, Inc. 0.33% Reduce -2.9% 1,307 $491K
Capital Wealth Management, LLC 0.20% No change 1,304 $490K
LifeGuide Financial Advisors, LLC 0.20% Reduce -2.6% 1,303 $489K
Beacon Wealthcare LLC 0.20% Add +2.4% 1,300 $488K
Seaside Wealth Management, Inc. 0.17% Add +12.0% 1,296 $487K
Heritage Wealth Management, Inc./Texas 0.28% No change 1,296 $486K
Scratch Capital LLC 0.50% Reduce -26.5% 1,295 $486K
DKM Wealth Management, Inc. 0.47% No change 1,294 $486K
Signal Tree Financial Partners LLC 0.49% Add +13.9% 1,294 $486K
LPWM LLC 0.16% Add +7.5% 1,294 $486K
OLIO Financial Planning 0.17% Add +6.8% 1,294 $486K
Dynamic Financial Group 0.48% No change 1,286 $483K
Marquette Asset Management, LLC 0.08% Add +69.9% 1,281 $481K
Forum Private Client Group LLC 0.21% Add +0.5% 1,281 $481K
Tuttle Capital Management, LLC 2.11% Add +40.7% 1,280 $480K
American Investment Services, Inc. 0.08% Add +0.4% 1,275 $479K
Lagoda Investment Management, L.P. 0.30% No change 1,275 $479K
Seven Post Investment Office LP 0.18% No change 1,275 $479K
Brave Warrior Advisors 0.01% No change 1,275 $479K
Spectrum Investment Advisors, Inc. 0.31% Reduce -9.7% 1,274 $478K
John W. Brooker & Co., CPAs 0.20% Add +150.3% 1,269 $476K
Kingdom Financial Group LLC. 0.35% Add +1.8% 1,259 $473K
Hapanowicz & Associates Financial Services, Inc 0.26% Add +60.3% 1,258 $472K
American Financial & Tax Strategies Inc. 0.25% Add +4.1% 1,256 $471K
Foundation Wealth Management, LLC\PA 0.22% Add +41.4% 1,256 $471K
Cornerstone Advisors Asset Management, LLC 0.10% Add +19.6% 1,255 $471K
Hibernia Wealth Partners, LLC 0.33% Add +104.8% 1,243 $467K
CenterStar Asset Management, LLC 0.67% New 1,237 $465K
Three Cord True Wealth Management, LLC 0.40% Add +2.4% 1,238 $465K
Cordant, Inc. 0.24% Reduce -18.5% 1,236 $464K
McCarthy Asset Management, Inc. 0.34% Add +0.2% 1,233 $463K
Guardian Wealth Management, Inc. 0.31% Add +0.1% 1,232 $463K
LongView Asset Management LLC 0.40% Add +118.3% 1,229 $461K
MTM Financial Group, LLC 0.27% No change 1,227 $461K
Payne Capital Management, LLC 0.20% Reduce -2.5% 1,226 $460K
Fee-Only Financial Planning, L.C. 0.31% No change 1,226 $460K
Landmark Wealth Management, LLC 0.20% Reduce -0.8% 1,226 $460K
TCP Asset Management, LLC 0.10% Reduce -2.9% 1,225 $460K
Ehrlich Financial Group 0.33% Add +4.5% 1,224 $459K
Beacon Financial Planning, Inc. 0.26% Add +0.1% 1,221 $458K
IMG Wealth Management, Inc. 0.41% Reduce -0.5% 1,208 $454K
Black Swift Group, LLC 0.10% Reduce -92.1% 1,204 $452K
5T Wealth, LLC 0.26% Add +16.8% 1,204 $452K
Ping Capital Management, Inc. 0.30% Add +100.0% 1,200 $450K
Truefg, LLC 0.15% Reduce -1.0% 1,194 $448K
PTM Wealth Management, LLC 0.47% — 1,264 $448K
GenWealth Group, Inc. 0.10% Reduce -14.7% 1,180 $443K
Principia Wealth Advisory, LLC 0.43% Add +7.8% 1,134 $443K
Pinnacle Financial Group, LLC / IL 0.16% Add +10.7% 1,178 $442K
Guardian Wealth Advisors, LLC 0.28% Reduce -1.9% 1,172 $440K
Sagace Wealth Management LLC 0.33% Reduce -27.1% 1,163 $437K
BancFirst Trust & Investment Management 0.22% Reduce -44.4% 1,152 $436K
JFG Wealth Management, LLC 0.10% Reduce -53.5% 1,160 $435K
Keeley-Teton Advisors, LLC 0.05% Reduce -17.8% 1,157 $434K
Brooklyn FI, LLC 0.13% New 1,154 $433K
FMA Wealth Management, LLC 0.33% Reduce -2.3% 1,088 $432K
Summit Investment Advisory Services, LLC 0.21% Add +44.5% 1,149 $431K
Avant Capital LLC 0.36% Reduce -0.8% 1,145 $430K
DC Investments Management, LLC 0.22% New 1,142 $429K
WFA Asset Management Corp 0.22% Add +23.3% 1,016 $427K
Surience Private Wealth LLC 0.74% Reduce -89.8% 1,132 $425K
Jordan Park Trust Co LLC 0.40% Reduce -0.8% 1,132 $425K
Fox Run Management, L.L.C. 0.07% Reduce -53.8% 1,128 $423K
Oxford Asset Management LLP 0.19% New 1,119 $420K
Legacy Wealth Managment, LLC 0.30% Reduce -1.7% 1,118 $420K
Corepath Wealth Partners LLC 0.40% Reduce -2.0% 1,142 $419K
WJ Interests, LLC 0.19% Add +11.8% 1,115 $419K
Graver Capital Management, LLC 0.43% Reduce -0.5% 1,111 $417K
Total Wealth Planning, LLC 0.06% Reduce -4.1% 1,108 $416K
SpringVest Wealth Management LLC 0.34% Reduce -27.4% 1,105 $415K
Significant Wealth Partners LLC 0.21% Add +7.7% 1,100 $413K
Mendota Financial Group, LLC 0.45% Reduce -31.4% 1,099 $413K
FinDec Wealth Services, Inc. 0.41% Reduce -40.1% 1,098 $412K
Keating Investment Counselors Inc. 0.12% Reduce -13.4% 1,095 $411K
Roth Financial Partners LLC 0.16% No change 1,094 $411K
Marshall Financial Group Inc. 0.13% Reduce -18.6% 1,092 $410K
IvyRock Asset Management (HK) Ltd 0.19% No change 1,090 $409K
Financial Advisory Corp 0.07% No change 1,085 $407K
Sunesis Advisors, LLC 0.22% No change 1,082 $406K
Steph & Co. 0.15% Add +6.2% 1,079 $405K
Marmo Financial Group, LLC 0.22% Reduce -1.3% 1,078 $405K
Beck Bode, LLC 0.07% Reduce -54.0% 1,067 $401K
Balanced Rock Investment Advisors LLC 0.32% Add +1.7% 1,067 $401K
Iron Horse Wealth Management, LLC 0.13% Reduce -17.9% 1,057 $397K
Highlander Partners, L.P. 0.24% No change 1,050 $394K
Avenir Tech Ltd 0.05% New 1,050 $394K
Adapt Wealth Advisors, LLC 0.19% Reduce -8.6% 1,041 $391K
Redwood Park Advisors LLC 0.33% Reduce -7.7% 1,038 $390K
Stephen J. Garry & Associates, LLC 0.36% No change 1,037 $389K
Highland Financial Advisors, LLC 0.14% Reduce -17.6% 1,033 $388K
GatePass Capital, LLC 0.29% Add +4.0% 1,032 $387K
Fusion Family Wealth, LLC 0.04% No change 1,031 $387K
McCarthy & Cox 0.17% Reduce -8.8% 1,031 $387K
Kropog Financial Group, LLC 0.37% Reduce -1.4% 1,030 $387K
CFC Planning Co LLC 0.42% Add +10.9% 1,028 $386K
Wela Strategies, Inc. 0.16% New 1,028 $386K
BG Investment Services, LLC 0.42% Add +30.3% 1,027 $386K
Wellment Financial 0.51% Reduce -38.5% 1,022 $384K
Vista Finance, LLC 0.33% Add +0.1% 1,017 $382K
Williamson Legacy Group, LLC 0.36% Reduce -74.0% 1,015 $381K
SWAN Capital LLC 0.18% Add +3.9% 1,014 $380K
Hurley Capital, LLC 0.29% Add +14.0% 1,007 $378K
ArborFi Advisors, LLC 0.38% Reduce -6.1% 1,007 $378K
Hyperion Capital Advisors LP 0.21% No change 1,007 $378K
Safir Wealth Advisors, LLC 0.30% Add +47.9% 1,006 $378K
BCGM Wealth Management, LLC 0.12% Add +3.0% 1,005 $377K
Kraft Asset Management, LLC 0.35% Reduce -16.3% 1,004 $377K
Bestgate Wealth Advisors, LLC 0.78% Reduce -1.5% 1,000 $375K
BOCHK Asset Management Ltd 0.21% Reduce -95.9% 1,000 $375K
Interactive Financial Advisors, Inc. 0.20% No change 1,000 $375K
Meridian Management Co. 0.12% Reduce -60.5% 997 $374K
City Center Advisors, LLC 0.44% Add +7.6% 994 $373K
Infinity Wealth Counsel, LLC 0.40% Reduce -2.9% 994 $373K
Decker Retirement Planning Inc. 0.23% Reduce -91.9% 988 $371K
Strategic Point Investment Advisors, LLC 0.06% No change 986 $370K
Certus Wealth Management, LLC 0.25% No change 821 $369K
Mills Wealth Advisors LLC 0.20% Add +4.4% 978 $367K
Armstrong, Fleming & Moore, Inc 0.44% Reduce -77.7% 977 $367K
Clarity Capital Advisors, LLC 0.24% No change 975 $366K
Pinney & Scofield, Inc. 0.26% Reduce -3.9% 974 $366K
Treasure Coast Financial Planning 0.23% No change 971 $365K
True Wealth Design, LLC 0.14% Add +53.6% 966 $363K
Nestegg Advisors, Inc. 0.38% Add +0.1% 965 $362K
Golden Reserve Retirement LLC 0.14% — 960 $361K
Maryland Capital Advisors Inc. 0.16% No change 955 $358K
Benchmark Wealth Management, LLC 0.17% Reduce -4.6% 953 $358K
McGrath & Associates, Inc. 0.65% Add +25.9% 953 $358K
Keystone Financial Group, Inc. 0.25% Reduce -7.8% 825 $358K
SKY-Mountain Capital Management, Inc. 0.30% — 947 $356K
Aspect Partners, LLC 0.20% Reduce -0.9% 946 $355K
Vawter Financial, Ltd. 0.20% Reduce -6.9% 944 $354K
Cambria Investment Management, L.P. 0.02% Reduce -8.7% 943 $354K
Traction Financial Partners, LLC 0.28% Reduce -20.1% 940 $353K
Beacon Financial Strategies CORP 0.24% No change 940 $353K
Causeway Capital Management LLC 0.01% No change 940 $353K
Prairieview Wealth Partners, LLC 0.43% No change 931 $349K
Sicart Associates LLC 0.12% No change 926 $348K
Lam Group, Inc. 0.26% Add +1.3% 925 $347K
WealthTrak Capital Management LLC 0.30% Reduce -14.7% 922 $346K
Monument Group Wealth Advisors, LLC 0.24% Reduce -5.7% 921 $346K
Bay Harbor Wealth Management, LLC 0.11% Add +63.5% 914 $343K
Algebris (uk) Ltd. 0.07% Reduce -65.7% 983 $342K
Integrated Capital Management, Inc. 0.27% No change 900 $338K
AIFG Consultants Ltd. 0.55% Add +1.6% 896 $336K
Alpha Financial Advisors, LLC 0.15% Add +2.6% 896 $336K
Del-Sette Capital Management, LLC 0.26% Reduce -0.3% 896 $336K
Poinciana Advisors Group, LLC 0.34% Add +30.5% 886 $333K
Yardley Wealth Management LLC 0.19% Reduce -70.4% 880 $330K
Leverty Financial Group, LLC 0.13% No change 877 $329K
Attessa Capital LLC 0.22% Reduce -34.1% 876 $329K
HC Advisors, LLC 0.25% Reduce -19.5% 873 $328K
Pps&v Asset Management Consultants, Inc. 0.24% Reduce -37.5% 873 $328K
Cardinal Capital Management, Inc. 0.01% Reduce -7.0% 870 $327K
Hoese & Co LLP 0.28% Reduce -27.4% 867 $325K
Shore Point Advisors, LLC 0.17% No change 865 $325K
Two West Capital Advisors LLC 0.27% Reduce -15.7% 836 $325K
Measured Risk Portfolios, Inc. 0.35% Reduce -0.3% 864 $324K
Clark Estates Inc. 0.07% No change 853 $320K
Cornerstone Wealth Advisors, Inc. 0.09% No change 851 $319K
David Kennon Inc 0.13% Reduce -9.6% 845 $317K
Afg Fiduciary Services Limited Partnership 0.23% Reduce -18.6% 809 $316K
White Wing Wealth Management 0.25% Add +20.2% 856 $315K
Myecfo, LLC 0.17% Reduce -8.3% 838 $315K
Omega Financial Group, LLC 0.12% Add +0.1% 838 $315K
NDWM LLC 0.31% No change 836 $314K
Schwallier Wealth Management LLC 0.23% New 836 $314K
Five Pine Wealth Management 0.25% Reduce -3.9% 831 $312K
Sykon Capital LLC 0.12% Reduce -13.1% 820 $308K
1492 Capital Management LLC 0.17% Reduce -4.3% 819 $307K
Barry Investment Advisors, LLC 0.08% Add +0.1% 816 $306K
Eq LLC 0.14% Add +2.5% 815 $306K
Compass Financial Group, INC 0.06% Add +20.4% 807 $303K
Biltmore Wealth Management, LLC 0.13% No change 805 $302K
Investment Planning Advisors, Inc. 0.12% New 802 $301K
Kinloch Capital, LLC 0.14% Add +3.2% 802 $301K
Legacy Wealth Asset Management, LLC 0.08% No change 801 $301K
Lanham O'Dell & Company, Inc. 0.17% No change 800 $300K
RCS Financial Planning, LLC 0.16% Reduce -4.0% 799 $300K
Elm Partners Management LLC 0.02% Add +17.0% 799 $300K
Hudson Capital Management LLC 0.09% Add +11.6% 798 $300K
Sageworth Trust Co of South Dakota 0.36% New 797 $299K
SageOak Financial, LLC 0.27% No change 797 $299K
Sterling Investment Advisors LLC 0.17% Reduce -1.5% 795 $298K
Portland Financial Advisors Inc 0.76% Add +15.2% 795 $298K
TABR Capital Management, LLC 0.31% Add +5.6% 791 $297K
BCK Partners, Inc. 0.18% Reduce -37.6% 787 $295K
Private Wealth Group, LLC 0.17% No change 784 $294K
Latko Wealth Management, Ltd. 0.19% Reduce -31.2% 782 $293K
Beddow Capital Management Inc. 0.11% No change 775 $291K
SWP Financial LLC 0.18% Reduce -6.3% 773 $290K
ONE Advisory Partners, LLC 0.12% Add +5.2% 772 $290K
Mullooly Asset Management, Inc. 0.13% — 767 $288K
Clarity Asset Management, Inc. 0.19% Reduce -9.0% 767 $288K
Amara Financial, Llc. 0.27% Add +0.1% 765 $287K
NorthLanding Financial Partners, LLC 0.28% No change 761 $286K
Rice Hall James & Associates, LLC 0.02% Add +4.3% 759 $285K
Kennicott Capital Management LLC 0.19% Reduce -19.8% 756 $284K
Hudson Edge Investment Partners Inc. 0.06% Add +41.1% 752 $282K
Inlight Wealth Management, LLC 0.17% Add +0.1% 745 $280K
Ergawealth Advisors, Inc. 0.14% Reduce -1.3% 741 $278K
Sincerus Advisory, LLC 0.29% Reduce -4.5% 740 $278K
10Elms LLP 0.33% No change 740 $278K
Peak Financial Advisors LLC 0.14% Reduce -3.6% 740 $278K
David Wealth Management LLC 0.23% Reduce -1.1% 739 $278K
Klein Pavlis & Peasley Financial, Inc. 0.20% Add +22.7% 725 $277K
LPF Advisors LLC 0.23% No change 736 $276K
McNamara Financial Services, Inc. 0.06% No change 734 $276K
JBGlobal.com LLC 0.29% No change 732 $275K
JDM Financial Group LLC 0.14% Add +4.4% 730 $274K
5th Street Advisors, LLC 0.13% New 730 $274K
Hillcrest Wealth Advisors - NY, LLC 0.14% No change 728 $273K
New Harbor Financial Group, LLC 0.07% Reduce -77.5% 727 $273K
Aquire Wealth Advisors, LLC 0.08% Add +2.5% 726 $273K
Dravo Bay LLC 0.14% Reduce -6.7% 721 $271K
Ridgeline Wealth Planning, LLC 0.27% New 720 $270K
Solutions 4 Wealth, Ltd 0.48% Reduce -12.4% 718 $269K
FSA Investment Group, LLC 0.23% New 716 $269K
Ridgeline Wealth, LLC 0.23% Reduce -1.8% 715 $268K
Greenfield Seitz Capital Management, LLC 0.10% Reduce -1.1% 714 $268K
Team Financial Group, LLC 0.15% New 714 $268K
Applied Capital LLC 0.13% Reduce -43.3% 713 $268K
Crabel Capital Management, LLC 0.29% Reduce -32.1% 712 $267K
Towneley Capital Management, Inc / DE 0.06% Reduce -73.5% 711 $267K
Spectrum Financial Alliance Ltd LLC 0.09% No change 710 $267K
XY Planning Network, Inc. 0.18% Reduce -79.0% 709 $266K
New England Professional Planning Group Inc. 0.13% No change 709 $266K
Maltin Wealth Management, Inc. 0.12% Reduce -8.4% 706 $265K
Buska Wealth Management, LLC 0.08% Reduce -4.0% 706 $265K
Gagnon Securities LLC 0.06% Add +3.5% 704 $264K
Straight Path Wealth Management 0.11% Add +2.3% 703 $264K
Private Wealth Advisors, LLC 0.11% Add +0.1% 703 $264K
Flagship Private Wealth, LLC 0.13% Reduce -23.4% 702 $263K
Envision Financial Planning, LLC 0.13% Add +9.7% 701 $263K
Versor Investments LP 0.04% Add +43.1% 701 $263K
George Kaiser Family Foundation 0.04% New 701 $263K
Longview Financial Advisors LLC 0.17% No change 699 $262K
Skylands Capital, LLC 0.04% No change 695 $261K
Mycio Wealth Partners, LLC 0.06% No change 691 $259K
eCIO, Inc. 0.10% — 686 $258K
Corbyn Investment Management Inc. 0.12% Reduce -6.5% 685 $257K
Financial Alternatives, Inc 0.18% Add +0.4% 682 $256K
Robinson Value Management, Ltd. 0.16% Reduce -35.5% 680 $255K
Rochester Wealth Strategies, LLC 0.20% — 680 $255K
Fulcrum Equity Management 0.28% Reduce -65.0% 679 $255K
Disciplined Growth Investors Inc. 0.01% No change 679 $255K
Stapp Wealth Management, PLLC 0.39% No change 676 $254K
Accordant Advisory Group Inc 0.24% Add +11.5% 661 $248K
1 North Wealth Services LLC 0.11% Reduce -3.7% 658 $247K
Fischer Investment Strategies, LLC 0.18% Reduce -6.9% 658 $247K
Squire Investment Management Company, LLC 0.10% New 656 $246K
Pacific Wealth Management 0.14% Add +0.1% 654 $246K
R Squared Ltd 0.26% Reduce -53.9% 650 $244K
Ruane, Cunniff & Goldfarb L.P. 0.00% No change 649 $244K
Aurelius Family Office LLC 0.12% Reduce -1.2% 644 $242K
Elite Financial, Inc. 0.13% No change 641 $240K
Letko, Brosseau & Associates Inc. 0.01% No change 638 $239K
Keystone Financial Services, LLC 0.20% Add +33.0% 637 $239K
Lee Johnson Capital Management, LLC 0.13% Reduce -93.7% 635 $239K
Archer Investment Management, LLC 0.17% Add +5.1% 635 $238K
Friday Financial 0.14% New 624 $238K
Investments & Financial Planning, LLC 0.15% New 632 $237K
Ellerson Group Inc. 0.19% No change 631 $237K
Crosspoint Financial, LLC 0.68% — 626 $235K
HBK Investments L P 0.00% New 622 $233K
Gunderson Capital Management LLC 0.15% Reduce -97.2% 621 $233K
William Howard & Co Financial Advisors Inc 0.22% New 616 $231K
Standard Family Office LLC 0.30% Reduce -43.0% 616 $231K
F&V Capital Management, LLC 0.06% New 616 $231K
Holcombe Financial, Inc. 0.19% No change 614 $230K
Arrien Investments, Inc. 0.16% Reduce -7.0% 612 $230K
Grunden Financial Advisory, Inc. 0.11% Add +0.3% 611 $229K
Luken Investment Analytics, LLC 0.11% Reduce -1.0% 608 $228K
Outfitters Financial LLC 0.20% Reduce -4.7% 605 $227K
Altrius Capital Management Inc 0.06% Add +1.5% 604 $227K
Horizons Wealth Management 0.17% No change 601 $226K
Cove Street Capital, LLC 0.35% Reduce -11.8% 600 $225K
Conquis Financial LLC 0.23% Reduce -4.8% 600 $225K
BlueCrest Capital Management Ltd 0.05% No change 600 $225K
Rye Brook Capital LLC 0.28% No change 600 $225K
Cambridge Capital Management, LLC 0.14% No change 599 $225K
Unconventional Investor, LLC 0.13% Reduce -0.8% 599 $225K
Cornerstone Management, Inc. 0.04% Reduce -1.8% 597 $224K
Life Planning Partners, Inc 0.20% Add +9.4% 591 $222K
Asset Allocation Strategies LLC 0.05% Reduce -10.6% 584 $219K
Prudent Man Investment Management, Inc. 0.12% No change 520 $219K
Gainplan LLC 0.14% Reduce -43.0% 579 $217K
von Borstel & Associates, Inc. 0.06% Reduce -19.0% 577 $216K
Share Andrew L. 0.16% No change 575 $216K
Global Value Investment Corp. 0.28% Add +3.1% 569 $214K
Vestment Financial LLC 0.15% Reduce -10.0% 559 $213K
Laurel Wealth Planning LLC 0.14% No change 568 $213K
Sarver Vrooman Wealth Advisors 0.14% — 567 $213K
Capital CS Group, LLC 0.36% No change 564 $212K
Theory Financial LLC 0.09% No change 562 $211K
Consultiva Wealth Management, Corp. 0.71% Add +37.3% 552 $207K
Western Financial Corp 0.12% Reduce -60.9% 552 $207K
Schulz Wealth, LTD. 0.16% Reduce -3.0% 549 $206K
Mountain Hill Investment Partners Corp. 0.20% Reduce -6.8% 548 $206K
MJT & Associates Financial Advisory Group, Inc. 0.20% — 548 $206K
Stonehearth Capital Management, LLC 0.08% Reduce -9.4% 546 $205K
Shariaportfolio, Inc. 0.11% Reduce -16.7% 544 $204K
Family Investment Center, Inc. 0.05% Reduce -77.0% 543 $204K
Horizon Advisory Services, Inc. 0.12% Reduce -4.6% 541 $203K
Graham Capital Management, L.P. 0.01% Reduce -94.1% 541 $203K
Midwest Financial Network, LLC 0.20% No change 539 $202K
Retirement Investment Advisors, Inc. 0.02% Reduce -5.5% 534 $200K
Innovative Advisory Group, LLC 0.19% No change 533 $200K
Waypoint Wealth Partners Inc. 0.06% Reduce -67.9% 533 $200K
Koesten, Hirschmann & Crabtree, INC. 0.11% Reduce -76.6% 509 $191K
Atlantic Private Wealth, LLC 0.14% Add +5.4% 509 $191K
POM Investment Strategies, LLC 0.20% Reduce -84.2% 466 $175K
Kings Path Partners LLC 0.09% Reduce -1.3% 465 $175K
Your Advocates Ltd., LLP 0.07% Add +2.2% 464 $174K
Fairway Wealth LLC 0.06% Add +202.0% 447 $168K
Disciplined Equity Management, Inc. 0.11% No change 430 $161K
Parkworth Wealth Management, Inc. 0.12% Add +2.6% 401 $150K
Evolution Advisers, Inc. 0.08% No change 390 $146K
Strengthening Families & Communities, LLC 0.09% Add +15.8% 323 $144K
Luminist Capital LLC 0.16% No change 377 $144K
Midwest Capital Advisors, LLC 0.08% Add +0.3% 345 $129K
Mizuho Securities Co. Ltd. 1.51% Reduce -19.1% 340 $128K
PMV Capital Advisers, LLC 0.31% Add +0.3% 339 $127K
AlphaQuest LLC 0.01% Reduce -87.3% 323 $121K
Perritt Capital Management Inc 0.07% Reduce -44.2% 322 $121K
Grayhawk Investment Strategies Inc. 0.27% No change 315 $118K
Family CFO Inc 0.06% No change 310 $116K
Summit Securities Group LLC 0.08% New 300 $113K
Ecofi Investissements SA 0.07% New 350 $112K
Cooksen Wealth, LLC 0.10% New 229 $96K
Anderson Financial Strategies, LLC 0.05% Add +526.3% 238 $89K
Navigoe, LLC 0.08% Reduce -32.6% 232 $87K
Bare Financial Services, Inc 0.03% No change 217 $81K
Kessler Investment Group, LLC 0.04% Reduce -98.2% 215 $81K
Horizon Financial Services, LLC 0.04% Add +26.8% 208 $78K
LSV Asset Management 0.00% Add +100.0% 208 $78K
Bellevue Group AG 0.00% No change 203 $76K
HFM Investment Advisors, LLC 0.04% — 195 $73K
Gleason Group, Inc. 0.01% Add +0.5% 191 $72K
Wells Financial Advisors INC 0.09% No change 170 $64K
Morgan Dempsey Capital Management LLC 0.03% Reduce -8.3% 165 $62K
Carolina Wealth Advisors, LLC 0.03% Reduce -18.6% 162 $61K
ROSS\JOHNSON & Associates LLC 1.00% Add +155.7% 156 $59K
IFS Advisors, LLC 0.05% Add +50.0% 150 $57K
Redmont Wealth Advisors LLC 0.11% Reduce -86.6% 145 $54K
MilWealth Group LLC 0.01% No change 140 $53K
Value Aligned Research Advisors, LLC 0.00% Reduce -68.6% 120 $45K
Avondale Wealth Management 0.03% No change 110 $41K
PayPay Securities Corp 2.10% Reduce -43.6% 97 $37K
Christopher J. Hasenberg, Inc 0.02% No change 95 $36K
Fiduciary Advisors, Inc. 0.03% No change 90 $34K
DB Fitzpatrick & Co, Inc 0.03% Reduce -29.7% 83 $31K
SIMA Wealth Partners, LLC 0.03% No change 80 $30K
Newton One Investments LLC 0.01% Add +66.7% 75 $28K
Richardson Capital Management LLC 0.02% Add +220.0% 64 $24K
Ball & Co Wealth Management Inc. 0.02% Reduce -24.3% 56 $21K
Longfellow Investment Management Co. LLC 0.00% No change 39 $15K
Westend Capital Management, LLC 0.00% Reduce -99.9% 15 $6K
Berkshire Capital Holdings Inc. 0.00% No change 10 $4K
Bridge Generations Wealth Management LLC 0.00% Add +600.0% 7 $3K

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