MicrosoftMSFT

13F holders, Q2 2025 (June 30)
5,828holders +52
153new positions
102sold out
35famous investors
$495.71avg. 13F price*

At the end of Q2 2025, 5,828 institutions reported holding Microsoft Corp. (MSFT) in their 13F filings, up 52 from Q1 2025. 153 opened new positions and 102 sold out. The largest holders were Vanguard Group Inc. ($350.7B), BlackRock, Inc. ($289.3B) and State Street Corp. ($148.8B). 35 famous investors held it, including Bill Gates / Michael Larson (27.3% of Gates Foundation Trust's portfolio), Chris Hohn (17.2% of TCI Fund Management's portfolio) and Terry Smith (10.7% of Fundsmith's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions153$2.8B
Exits102$3.1B

All 13F filers, Q1 2025 → Q2 2025: 176,256,048 shares bought and 164,391,274 shares sold, net +11,864,774 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5,828 holders

Vanguard Group Inc. 5.68% Add +2.0% 705,077,786 $350.7B
BlackRock, Inc. 5.54% Reduce -0.3% 581,577,056 $289.3B
State Street Corp. 5.59% Add +1.1% 299,196,519 $148.8B
FMR LLC 5.76% Add +5.3% 204,939,437 $101.9B
Geode Capital Management, LLC 6.22% Add +2.0% 179,001,751 $88.7B
JPMorgan Chase & Co. 5.38% Add +10.6% 157,058,938 $78.1B
T. Rowe Price Associates Inc. 7.73% Add +4.1% 136,870,079 $68.1B
Morgan Stanley 3.86% Reduce -3.8% 119,097,822 $59.2B
Norges Bank 6.30% Add +1.4% 101,513,194 $50.5B
Northern Trust Corp. 5.58% Reduce -1.2% 81,531,742 $40.6B
Capital International Investors 6.84% Add +1.1% 79,511,159 $39.5B
Capital Research Global Investors 7.16% Reduce -4.2% 71,775,707 $35.7B
Bank of America Corp. 2.82% Reduce -4.0% 70,183,587 $34.9B
Capital World Investors 4.82% Add +0.0% 66,421,193 $33.0B
Bank of New York Mellon Corp 5.28% Reduce -6.2% 56,158,464 $27.9B
Wellington Management Group LLP 4.82% Add +6.6% 53,297,976 $26.5B
Nuveen, LLC 7.01% Add +1.9% 50,867,384 $25.3B
Charles Schwab Investment Management Inc. 4.37% Add +3.3% 50,768,204 $25.3B
Legal & General Group Plc 6.18% Reduce -4.4% 50,026,621 $24.9B
Goldman Sachs Group Inc. 3.76% Add +3.4% 46,717,154 $23.2B
Invesco Ltd. 3.69% Add +8.3% 43,472,174 $21.6B
Franklin Resources Inc. 5.38% Add +1.0% 40,273,466 $20.0B
Alliancebernstein L.P. 6.18% Add +4.8% 38,072,030 $18.9B
Royal Bank of Canada 3.69% Reduce -0.5% 38,056,095 $18.9B
Ameriprise Financial Inc. 4.24% Reduce -0.3% 34,478,684 $17.2B
Wells Fargo & Company 3.63% Add +0.8% 33,100,208 $16.5B
UBS Group AG 3.29% Reduce -4.0% 31,597,858 $15.7B
Amundi 5.44% Reduce -18.4% 31,947,749 $15.6B
Deutsche Bank AG 5.69% Reduce -3.1% 31,005,553 $15.4B
Massachusetts Financial Services Co. 4.76% Reduce -3.0% 30,098,799 $15.0B
Janus Henderson Group PLC 7.17% Add +1.6% 29,424,501 $14.6B
Barclays PLC 5.42% Reduce -2.4% 26,967,730 $13.4B
Gates Foundation Trust 27.27% Reduce -8.0% 26,191,207 $13.0B
Dimensional Fund Advisors LP 2.93% Reduce -0.1% 25,430,343 $12.6B
Fisher Asset Management 4.80% Reduce -3.6% 24,297,369 $12.1B
Jennison Associates LLC 6.54% Add +9.9% 22,158,469 $11.0B
California Public Employees Retirement System 6.91% Add +13.9% 21,807,466 $10.8B
Swiss National Bank 6.37% Add +7.3% 21,378,070 $10.6B
Sumitomo Mitsui Trust Group, Inc. 5.86% Add +2.2% 18,893,434 $9.4B
HSBC Holdings PLC 5.97% Reduce -24.0% 18,584,387 $9.2B
Mitsubishi UFJ Asset Management Co., Ltd. 7.05% Add +7.0% 17,741,841 $8.8B
TCI Fund Management 17.23% Add +1.5% 17,565,231 $8.7B
Raymond James Financial Inc. 2.91% Reduce -0.0% 16,994,203 $8.5B
American Century Companies Inc. 4.28% Reduce -0.6% 15,779,462 $7.8B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 8.20% Add +8.3% 15,750,948 $7.8B
Principal Financial Group Inc. 4.02% Reduce -0.8% 15,289,310 $7.6B
Schroder Investment Management Group 6.37% Add +17.1% 15,153,702 $7.5B
T. Rowe Price Investment Management, Inc. 4.47% Reduce -6.3% 14,237,774 $7.1B
Rhumbline Advisers 6.03% Reduce -1.0% 14,157,673 $7.0B
Nordea Investment Management AB 6.52% Add +1.5% 14,153,148 $7.0B
Swedbank AB 7.74% Add +1.6% 13,850,766 $6.9B
National Pension Service 5.87% Reduce -0.0% 13,664,645 $6.8B
Bank of Montreal 3.36% Reduce -7.0% 13,312,135 $6.6B
Sanders Capital, LLC 8.53% Reduce -3.4% 12,767,575 $6.4B
Clearbridge Investments, LLC 4.82% Add +0.3% 11,909,708 $5.9B
Citigroup Inc. 4.12% Reduce -9.7% 11,887,072 $5.9B
Brown Advisory Inc. 7.72% Add +3.1% 11,791,167 $5.9B
Neuberger Berman Group LLC 4.50% Add +2.5% 11,747,108 $5.8B
Arrowstreet Capital, Limited Partnership 3.97% Reduce -16.9% 11,305,833 $5.6B
Victory Capital Management Inc. 3.62% Add +99.9% 11,185,066 $5.6B
Corient Private Wealth LP 7.37% Add +93.3% 11,124,508 $5.5B
California State Teachers Retirement System 6.13% Add +0.7% 11,103,803 $5.5B
Canada Pension Plan Investment Board 4.71% Add +8.7% 11,078,049 $5.5B
Envestnet Asset Management Inc. 1.60% Add +4.5% 11,022,345 $5.5B
State Farm Mutual Automobile Insurance Co. 4.77% Reduce -0.3% 10,836,872 $5.4B
Voya Investment Management LLC 5.91% Add +25.1% 10,374,545 $5.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.00% Reduce -84.1% 9,924,690 $4.9B
New York State Common Retirement Fund 6.46% Reduce -1.0% 9,756,877 $4.9B
BNP Paribas Financial Markets 3.82% Reduce -4.3% 9,688,119 $4.8B
TD Asset Management Inc 4.00% Add +2.2% 9,422,253 $4.7B
National Bank of Canada 4.93% Reduce -11.7% 9,187,931 $4.6B
PNC Financial Services Group, Inc. 2.93% Reduce -0.3% 9,139,154 $4.5B
Manufacturers Life Insurance Company, The 4.10% Reduce -6.5% 9,119,660 $4.5B
Primecap Management Co. 3.59% Add +0.3% 9,115,265 $4.5B
LPL Financial LLC 1.49% Add +6.9% 8,960,405 $4.5B
Aberdeen Group plc 7.48% Add +2.9% 8,822,347 $4.4B
FIL Ltd 3.60% Add +1.9% 8,451,940 $4.2B
Dodge & Cox 2.28% Reduce -8.3% 8,142,260 $4.1B
Russell Investments Group, Ltd. 5.17% Reduce -1.7% 8,132,616 $4.0B
Fayez Sarofim & Co 9.42% Reduce -1.8% 7,851,678 $3.9B
Prudential Financial Inc. 5.05% Add +6.6% 7,865,031 $3.9B
CANADA LIFE ASSURANCE Co 6.10% Reduce -1.1% 7,727,974 $3.8B
Bessemer Group Inc. 6.17% Add +0.5% 7,644,760 $3.8B
Lazard Asset Management LLC 5.78% Reduce -2.8% 7,614,015 $3.8B
Ninety One UK Ltd 8.75% Add +7.3% 7,498,375 $3.7B
DekaBank Deutsche Girozentrale 6.51% Add +1.4% 7,317,273 $3.7B
Universal- Beteiligungs- und Servicegesellschaft mbH 6.52% Add +1.3% 7,234,177 $3.6B
State Board of Administration of Florida Retirement System 6.33% Add +0.1% 7,174,129 $3.6B
Stifel Financial Corp. 3.47% Reduce -0.0% 7,162,674 $3.6B
Robeco Institutional Asset Management B.V. 5.73% Add +22.8% 7,129,402 $3.5B
Macquarie Group Ltd. 4.28% Reduce -2.9% 7,006,883 $3.5B
Ensign Peak Advisors, Inc 5.94% Add +4.3% 6,978,904 $3.5B
Adage Capital Partners Gp, L.L.C. 5.77% Add +1.6% 6,883,743 $3.4B
Winslow Capital Management, LLC 11.18% Add +7.3% 6,729,889 $3.3B
CIBC Private Wealth Group LLC 5.96% Reduce -3.3% 6,709,310 $3.3B
Assenagon Asset Management S.A. 5.21% Reduce -23.6% 6,605,484 $3.3B
Sei Investments Co. 3.78% Add +11.8% 6,551,690 $3.3B
Tiger Global Management 9.56% Add +5.0% 6,551,368 $3.3B
Pictet Asset Management Holding SA 3.27% Add +4.3% 6,461,039 $3.2B
Royal London Asset Management Ltd. 7.32% Reduce -7.7% 6,451,070 $3.2B
New York State Teachers Retirement System 6.54% Reduce -0.1% 6,289,820 $3.1B
Aviva PLC 6.44% Add +6.1% 6,260,559 $3.1B
Loomis Sayles & Co. L P 3.86% Reduce -0.2% 6,173,474 $3.1B
Natixis Advisors, LLC 4.84% Add +19.6% 6,126,954 $3.0B
Allianz Asset Management GmbH 4.07% Reduce -4.8% 6,115,217 $3.0B
Baillie Gifford & Co. 2.24% Reduce -14.1% 6,029,276 $3.0B
Danske Bank A/S 7.21% Add +10.7% 5,836,517 $2.9B
Mackenzie Financial Corp. 3.65% Add +4.4% 5,661,415 $2.8B
ProShare Advisors LLC 5.60% Add +6.0% 5,639,354 $2.8B
US Bancorp \de 3.46% Reduce -2.0% 5,518,783 $2.7B
Baird Financial Group, Inc. 4.79% Add +0.2% 5,488,964 $2.7B
Polen Capital Management LLC 8.28% Reduce -8.7% 5,426,123 $2.7B
Marshall Wace, LLP 3.23% Reduce -2.7% 5,410,250 $2.7B
Korea Investment CORP 5.98% Reduce -1.6% 5,403,540 $2.7B
APG Asset Management N.V. 7.95% Add +6.9% 6,339,274 $2.7B
Parnassus Investments, LLC 6.02% Reduce -18.7% 5,243,567 $2.6B
KBC Group NV 7.01% Add +20.1% 5,214,539 $2.6B
Generation Investment Management LLP 15.93% Reduce -3.0% 5,038,569 $2.5B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 6.07% Add +1.1% 5,003,543 $2.5B
1832 Asset Management L.P. 4.33% Add +4.9% 4,998,629 $2.5B
HighTower Advisors, LLC 3.10% Add +0.4% 4,977,014 $2.5B
Fundsmith 10.68% Reduce -8.0% 4,941,509 $2.5B
GMO 7.31% Add +1.6% 4,859,939 $2.4B
Mariner, LLC 3.38% Add +9.0% 4,707,317 $2.3B
Chevy Chase Trust Holdings, LLC 6.79% Add +0.2% 4,691,064 $2.3B
DNB Asset Management AS 9.55% Reduce -6.8% 4,632,901 $2.3B
Fred Alger Management, LLC 10.20% Add +1.1% 4,580,630 $2.3B
Zurcher Kantonalbank (Zurich Cantonalbank) 5.58% Add +8.1% 4,576,469 $2.3B
AQR Capital Management 1.88% Add +0.6% 4,563,843 $2.3B
Alecta Tjanstepension Omsesidigt 10.58% Add +1.5% 4,537,200 $2.3B
Caisse de depot et placement du Quebec 4.75% Add +3.8% 4,469,388 $2.2B
Bank Julius Baer & Co. Ltd, Zurich 6.57% Add +0.6% 4,445,297 $2.2B
First Manhattan Co. Llc. 6.23% Reduce -1.0% 4,432,090 $2.2B
Storebrand Asset Management As 6.37% Add +2.7% 4,422,416 $2.2B
Mitsubishi UFJ Trust & Banking Corp 4.86% Reduce -1.5% 4,221,750 $2.1B
Truist Financial Corp. 3.07% Add +0.9% 4,211,244 $2.1B
AXA S.A. 5.91% Add +8.4% 4,114,009 $2.0B
Bank of Nova Scotia 4.20% Reduce -27.1% 4,108,602 $2.0B
William Blair Investment Management, LLC 5.26% Reduce -3.5% 3,981,721 $2.0B
Eagle Capital Management LLC 6.47% Reduce -1.1% 3,944,863 $2.0B
Coatue Management 5.45% Add +20.3% 3,932,397 $2.0B
State of Wisconsin Investment Board 4.76% Reduce -5.9% 3,912,383 $1.9B
Soroban Capital Partners LP 18.96% Reduce -4.9% 3,908,541 $1.9B
Nomura Asset Management Co. Ltd. 5.32% Reduce -2.4% 3,896,607 $1.9B
Rockefeller Capital Management L.P. 4.21% Add +24.2% 3,845,216 $1.9B
Aristotle Capital Management, LLC 3.68% Reduce -3.4% 3,836,291 $1.9B
Healthcare of Ontario Pension Plan Trust Fund 3.86% Reduce -10.6% 3,836,103 $1.9B
Handelsbanken Fonder AB 6.73% Add +7.0% 3,810,516 $1.9B
Treasurer of the State of North Carolina 5.97% Add +6.3% 3,740,981 $1.9B
Skandinaviska Enskilda Banken AB (publ) 8.03% Add +20.4% 3,705,673 $1.8B
Thrivent Financial for Lutherans 4.14% Add +14.4% 3,703,759 $1.8B
Los Angeles Capital Management LLC 6.89% Add +4.6% 3,701,146 $1.8B
D. E. Shaw & Co. 1.95% Reduce -23.5% 3,697,177 $1.8B
Blair William & Co. 5.11% Reduce -1.9% 3,696,704 $1.8B
Cerity Partners LLC 3.28% Add +2.0% 3,691,254 $1.8B
Vontobel Holding Ltd. 6.02% Reduce -0.7% 3,680,424 $1.8B
Public Employees Retirement Association of Colorado 6.98% Reduce -0.6% 3,639,156 $1.8B
Fiera Capital Corp 6.02% Reduce -4.6% 3,568,993 $1.8B
Commonwealth Equity Services, LLC 2.33% Reduce -1.3% 3,551,280 $1.8B
Rathbones Group PLC 7.52% Add +0.5% 3,506,229 $1.7B
Toronto Dominion Bank 3.74% Reduce -18.3% 3,474,155 $1.7B
First Trust Advisors LP 1.37% Add +0.9% 3,419,860 $1.7B
Flossbach Von Storch SE 6.95% Add +0.3% 3,418,400 $1.7B
GQG Partners LLC 2.42% Reduce -23.9% 3,413,088 $1.7B
Public Employees Retirement System of Ohio 5.71% Add +6.8% 3,407,878 $1.7B
STRS Ohio 6.29% Add +5.8% 3,389,513 $1.7B
Allspring Global Investments Holdings, LLC 2.76% Add +3.9% 3,358,993 $1.7B
Asset Management One Co., Ltd. 5.15% Add +1.9% 3,301,779 $1.6B
Mirae Asset Global Investments Co., Ltd. 5.64% Reduce -18.5% 3,251,275 $1.6B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3.11% Reduce -6.9% 3,199,040 $1.6B
ING Groep NV 9.63% Add +44.1% 2,971,088 $1.6B
PineStone Asset Management Inc. 10.02% Add +6.2% 3,111,958 $1.5B
Veritas Asset Management LLP 14.98% Add +3.7% 3,009,598 $1.5B
Acadian Asset Management LLC 3.07% Add +60.0% 2,989,189 $1.5B
Sands Capital Management, LLC 4.22% Add +11.6% 2,954,745 $1.5B
Two Sigma Advisers, LP 3.01% Add +16.5% 2,951,300 $1.5B
Holocene Advisors, LP 3.61% Add +199.5% 2,945,271 $1.5B
King Luther Capital Management Corp. 6.36% Reduce -1.7% 2,924,108 $1.5B
Wealth Enhancement Advisory Services, LLC 2.41% Add +8.4% 2,914,126 $1.5B
Fifth Third Bancorp 5.02% Add +0.5% 2,918,425 $1.5B
Creative Planning 1.24% Add +4.7% 2,915,631 $1.5B
CI Investments Inc. 5.44% Add +2.3% 2,914,064 $1.4B
Union Bancaire Privee, UBP SA 21.18% Reduce -6.6% 926,256 $1.4B
Mawer Investment Management Ltd. 7.25% Reduce -6.2% 2,872,812 $1.4B
Menora Mivtachim Holdings LTD. 8.13% Reduce -0.0% 2,843,415 $1.4B
Clear Street LLC 8.32% Add +7.9% 2,834,561 $1.4B
Sustainable Growth Advisers, LP 7.18% Reduce -9.7% 2,797,482 $1.4B
AustralianSuper Pty Ltd 7.00% Reduce -8.7% 2,779,339 $1.4B
Man Group plc 3.03% Add +49.2% 2,761,430 $1.4B
Public Sector Pension Investment Board 5.87% Reduce -19.6% 2,760,349 $1.4B
KLP Kapitalforvaltning As 5.92% Add +3.4% 2,757,568 $1.4B
Focus Partners Wealth 2.95% Add +1.8% 2,731,392 $1.4B
AMF Tjanstepension AB 8.91% Reduce -2.0% 2,691,094 $1.3B
Daiwa Securities Group Inc. 4.91% Add +4.3% 2,663,396 $1.3B
Keybank National Association 4.91% Reduce -2.5% 2,654,336 $1.3B
Retirement Systems of Alabama 4.70% Reduce -0.8% 2,641,004 $1.3B
Natixis 6.56% Reduce -22.2% 2,638,027 $1.3B
Federated Hermes, Inc. 2.47% Add +8.0% 2,634,181 $1.3B
Cibc World Markets Corp. 8.66% Reduce -10.6% 2,627,825 $1.3B
UniSuper Management Pty Ltd 8.65% Reduce -0.7% 2,595,384 $1.3B
Lansforsakringar Fondforvaltning AB (publ) 7.39% Reduce -4.6% 2,590,702 $1.3B
Candriam S.C.A. 7.45% Reduce -2.6% 2,582,927 $1.3B
Altarock Partners LP 23.42% No change 2,578,649 $1.3B
State of Tennessee, Department of Treasury 4.58% Reduce -2.4% 2,576,377 $1.3B
Captrust Financial Advisors 2.85% Reduce -0.3% 2,562,617 $1.3B
Resona Asset Management Co.,Ltd. 5.99% Add +5.0% 2,458,815 $1.2B
Point72 Asset Management 3.02% Add +65.9% 2,437,022 $1.2B
Susquehanna International Group, LLP 1.83% Add +93.7% 2,407,074 $1.2B
Swiss Life Asset Management Ltd 7.18% Add +8.9% 2,387,792 $1.2B
Axiom Investors LLC 9.74% Add +92.3% 2,387,511 $1.2B
Panagora Asset Management Inc. 5.33% Add +2.5% 2,376,041 $1.2B
State of New Jersey Common Pension Fund D 4.58% No change 2,375,938 $1.2B
Millennium Management 1.06% Add +25.1% 2,310,420 $1.1B
Tredje AP-fonden 9.12% Add +11.9% 2,300,697 $1.1B
Cardano Risk Management B.V. 14.51% Add +3.1% 2,278,296 $1.1B
State of Michigan Retirement System 5.82% Add +0.1% 2,258,967 $1.1B
M&G PLC 6.40% Reduce -10.8% 2,252,756 $1.1B
Calamos Advisors LLC 6.96% Reduce -3.0% 2,231,636 $1.1B
MetLife Investment Management, LLC 6.52% Reduce -0.0% 2,231,206 $1.1B
Cetera Investment Advisers 1.79% Add +3.0% 2,130,108 $1.1B
Nisa Investment Advisors, LLC 4.78% Reduce -4.9% 2,129,047 $1.1B
Teacher Retirement System of Texas 4.45% Reduce -5.3% 2,128,908 $1.1B
Fort Washington Investment Advisors Inc. 6.09% Add +0.7% 2,123,535 $1.1B
Janney Montgomery Scott LLC 2.74% Add +1.0% 2,109,500 $1.0B
M&T Bank Corp 3.60% Reduce -4.0% 2,106,815 $1.0B
Alphinity Investment Management Pty Ltd 8.96% Reduce -21.6% 2,104,035 $1.0B
Sarasin & Partners LLP 10.39% Reduce -1.1% 2,099,280 $1.0B
CIBC Asset Management Inc 3.28% Reduce -4.1% 2,102,739 $1.0B
Jacobs Levy Equity Management, Inc. 4.08% Reduce -18.7% 2,091,104 $1.0B
Osaic Holdings, Inc. 1.85% Add +12.2% 2,139,090 $1.0B
Arizona State Retirement System 5.92% Reduce -0.7% 2,064,010 $1.0B
Mairs & Power Inc. 9.84% Add +0.4% 2,004,808 $997.2M
Temasek Holdings (Private) Ltd 3.86% Reduce -2.8% 2,001,218 $995.4M
WCM Investment Management, LLC 2.25% Add +3.7% 1,988,513 $986.2M
Citadel Advisors 0.87% Add +1635.8% 1,980,739 $985.2M
Mirova US LLC 10.11% Add +22.6% 1,963,799 $976.8M
Scotia Capital Inc. 4.60% Add +0.8% 1,959,879 $974.8M
Commerce Bank 5.75% Reduce -0.1% 1,957,427 $973.6M
Quantinno Capital Management LP 4.21% Add +38.0% 1,956,421 $973.1M
Northwestern Mutual Wealth Management Co. 0.70% Add +3.8% 1,926,843 $958.4M
Unisphere Establishment 7.70% Add +9.4% 1,922,650 $956.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 8.28% Reduce -1.3% 1,882,972 $936.6M
Brown Brothers Harriman & Co. 6.01% Add +6.1% 1,879,860 $935.1M
Xponance LLC 7.80% Add +4.5% 1,877,353 $933.8M
Forsta Ap-Fonden 6.10% Add +0.8% 1,864,200 $927.3M
Lone Pine Capital 6.68% Reduce -5.4% 1,854,856 $922.6M
Egerton Capital (UK) LLP 9.41% Add +38.8% 1,844,066 $917.3M
USS Investment Management Ltd 5.73% Add +0.5% 1,836,641 $913.2M
Comerica Bank 3.54% Add +0.7% 1,833,847 $912.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 4.80% Add +7.2% 1,822,873 $906.7M
Czech National Bank 7.04% Add +6.4% 1,816,778 $903.7M
Lord, Abbett & Co. LLC 3.03% Add +26.1% 1,804,167 $897.4M
Pathstone Holdings, LLC 3.54% Reduce -19.4% 1,805,808 $894.4M
Assetmark, Inc. 2.10% Add +6.2% 1,785,505 $888.1M
Worldquant Millennium Advisors LLC 4.36% Add +13.8% 1,765,062 $878.0M
Westfield Capital Management Co. LP 3.67% Reduce -4.1% 1,757,424 $874.2M
Farallon Capital Management, L.L.C. 3.97% Reduce -23.5% 1,747,835 $869.4M
Employees Provident Fund Board 7.48% Add +2.7% 1,740,188 $865.6M
Zurich Insurance Group Ltd 6.66% Reduce -6.4% 1,733,259 $862.1M
B. Metzler seel. Sohn & Co. AG 8.22% Reduce -0.0% 1,729,242 $860.1M
Alkeon Capital Management LLC 4.17% No change 1,726,176 $858.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 4.98% Reduce -13.0% 1,721,867 $856.5M
Bridgewater Associates 3.44% Add +111.9% 1,715,057 $853.1M
Bahl & Gaynor LLC 4.27% Add +5.7% 1,695,323 $843.3M
Nissay Asset Management Corp. /Japan 4.92% Add +8.9% 1,689,324 $840.3M
Montrusco Bolton Investments Inc. 9.29% Reduce -16.6% 1,723,378 $837.1M
OMERS ADMINISTRATION Corp 6.44% Add +2.9% 1,648,673 $820.1M
Amalgamated Bank 6.33% Add +2.6% 1,648,034 $819.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 5.63% Add +2.2% 1,640,300 $815.9M
Capstone Investment Advisors, LLC 8.37% Reduce -34.3% 1,623,182 $807.4M
NorthCoast Asset Management LLC 3.45% Add +11.7% 1,618,560 $805.1M
Glenmede Investment Management, LP 4.05% — 1,609,164 $800.4M
Pinebridge Investments, L.P. 6.35% Reduce -12.6% 1,608,903 $800.3M
TCW Group Inc. 6.22% Add +0.4% 1,595,131 $793.4M
Fundsmith Investment Services LTD. 10.71% Reduce -10.2% 1,589,931 $790.8M
Impax Asset Management Group plc 4.52% Reduce -14.2% 1,583,966 $785.9M
Jensen Investment Management Inc. 9.15% Reduce -11.7% 1,569,529 $780.7M
Compagnie Lombard Odier SCmA 10.17% Add +0.5% 1,551,368 $771.7M
LGT Group Foundation 9.58% Add +5.4% 1,537,009 $764.5M
Rokos Capital Management LLP 12.91% Add +70.7% 1,529,027 $760.6M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 8.61% No change 1,500,000 $746.1M
Mercer Global Advisors Inc. 1.67% Add +5.6% 1,506,845 $745.3M
Everett Harris & Co. 9.57% Reduce -0.7% 1,495,198 $743.7M
Federation des caisses Desjardins du Quebec 3.22% Add +8.1% 1,473,527 $733.0M
Lido Advisors, LLC 3.83% Add +11.6% 1,450,995 $721.7M
Cibc World Market Inc. 1.60% Reduce -22.5% 1,449,474 $721.0M
Rafferty Asset Management, LLC 2.32% Add +16.1% 1,414,647 $703.7M
Magellan Asset Management Ltd 8.04% Reduce -15.1% 1,413,374 $703.0M
Polar Capital Holdings Plc 3.68% Add +15.8% 1,383,728 $698.7M
ABN AMRO Bank N.V. 9.10% Add +1.1% 1,395,374 $698.5M
JARISLOWSKY, FRASER Ltd 3.97% Reduce -3.2% 1,397,554 $695.2M
AEGON ASSET MANAGEMENT UK Plc 8.90% Add +0.4% 1,398,320 $695.0M
QRG Capital Management, Inc. 6.06% Add +6.3% 1,396,998 $694.9M
DSM Capital Partners LLC 10.16% Reduce -5.8% 1,382,483 $687.7M
IFM Investors Pty Ltd 6.55% Add +3.8% 1,382,344 $687.6M
Gateway Investment Advisers LLC 7.51% Reduce -3.2% 1,381,989 $687.4M
Allen Investment Management, LLC 7.47% Reduce -6.2% 1,377,824 $685.3M
Capital Wealth Planning, LLC 5.30% Reduce -5.7% 1,350,863 $671.9M
Van Lanschot Kempen Investment Management N.V. 6.40% Reduce -1.7% 1,349,790 $671.4M
BlueSpruce Investments, LP 15.54% Reduce -5.0% 1,341,847 $667.4M
Squarepoint Ops LLC 1.44% Reduce -72.2% 1,313,308 $653.3M
Jones Financial Companies LLLP 0.49% Add +19.8% 1,315,091 $652.5M
MML Investors Services, LLC 1.86% Add +4.0% 1,294,469 $643.9M
Longview Partners (Guernsey) LTD 5.49% Reduce -5.9% 1,281,359 $637.4M
Employees Retirement System of Texas 6.13% Add +4.0% 1,279,514 $636.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 5.72% Add +4.3% 1,274,891 $634.1M
Ako Capital LLP 7.99% Add +1.8% 1,272,557 $633.0M
Cantillon Capital Management LLC 3.64% Reduce -2.8% 1,266,324 $629.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 5.78% Add +20.7% 1,260,780 $627.1M
Ossiam 7.05% Add +122.8% 1,260,388 $626.9M
Vulcan Value Partners, LLC 10.99% Reduce -12.5% 1,218,494 $623.7M
Voloridge Investment Management, LLC 2.29% Add +379.3% 1,249,514 $621.5M
Mn Services Vermogensbeheer B.V. 4.31% Add +1.8% 1,245,711 $619.6M
C WorldWide Group Holding A/S 8.33% Reduce -14.9% 1,235,683 $614.6M
Utah Retirement Systems 6.36% Reduce -0.6% 1,224,592 $609.1M
Haverford Trust Co 5.75% Reduce -0.5% 1,217,034 $605.4M
Regions Financial Corp. 4.16% Reduce -0.5% 1,213,761 $603.7M
Erste Asset Management GmbH 5.09% Add +39.3% 1,211,444 $601.7M
Cincinnati Insurance Co. 9.90% No change 1,183,997 $588.9M
BI Asset Management Fondsmaeglerselskab A/S 5.78% Reduce -14.1% 1,200,806 $587.2M
Cambridge Investment Research Advisors, Inc. 1.79% Reduce -0.8% 1,179,991 $586.9M
Huntington National Bank 5.11% Add +2.4% 1,177,357 $585.6M
Boston Trust Walden Corp 4.03% Reduce -3.9% 1,136,495 $565.3M
Capitolis Liquid Global Markets LLC 4.11% Reduce -42.6% 1,126,960 $560.6M
Police & Firemen's Retirement System of New Jersey 5.20% Add +4.0% 1,126,223 $560.2M
Woodline Partners LP 2.96% Add +79.1% 1,124,953 $559.6M
Meritage Group LP 15.32% Reduce -18.8% 1,124,698 $559.4M
LBP Am SA 7.87% Reduce -13.4% 1,124,162 $559.2M
Banque Transatlantique SA 15.37% Add +2.4% 1,115,794 $557.3M
Capital International, Inc. 5.40% Add +22.1% 1,115,515 $554.9M
Saturna Capital Corp. 7.48% Add +0.1% 1,113,148 $553.7M
W1M Investment Management Ltd 7.61% Add +2.1% 1,111,862 $552.8M
NEOS Investment Management LLC 6.83% Add +41.6% 1,109,718 $552.0M
Yacktman Asset Management 7.39% Reduce -8.2% 1,105,264 $549.8M
Teachers Retirement System of the State of Kentucky 4.45% Add +1.7% 1,105,185 $549.7M
Banco Bilbao Vizcaya Argentaria, S.A. 4.98% Reduce -7.2% 1,104,735 $549.4M
Comgest Global Investors S.A.S. 9.36% Reduce -4.7% 1,102,336 $548.3M
Vanguard Personalized Indexing Management, LLC 6.15% Add +23.7% 1,094,697 $544.7M
Epoch Investment Partners, Inc. 2.79% Reduce -6.4% 1,085,665 $540.0M
Groupama Asset Managment 9.10% Add +6.4% 1,088,489 $539.8M
New York Life Investment Management LLC 5.05% Reduce -0.2% 1,084,104 $539.2M
O'shaughnessy Asset Management, LLC 3.63% Add +23.9% 1,070,167 $532.3M
Factory Mutual Insurance Co. 5.80% Reduce -2.1% 1,067,268 $530.9M
Altimeter Capital Management 7.60% Add +8.5% 1,058,121 $526.3M
Newlands Management Operations LLC 2.76% No change 1,050,322 $522.4M
Varma Mutual Pension Insurance Co 3.85% Add +1.5% 1,049,476 $522.0M
Quilter Plc 9.51% Add +0.6% 1,047,335 $521.0M
State of Alaska, Department of Revenue 5.54% Reduce -3.3% 1,041,885 $518.2M
Groupe la Francaise 8.33% Add +22.7% 1,029,920 $511.3M
NewEdge Advisors, LLC 2.63% Add +8.1% 1,027,238 $511.0M
First Foundation Advisors 18.87% Reduce -0.6% 1,022,931 $508.8M
Zacks Investment Management 4.35% Reduce -4.5% 1,021,261 $508.0M
Local Pensions Partnership Investment Ltd 9.35% Reduce -5.2% 1,018,149 $506.2M
Lazard Freres Gestion S.A.S. 12.37% Add +5.4% 1,016,168 $505.5M
Stockbridge Partners LLC 9.86% Reduce -4.4% 1,014,172 $504.5M
Skye Global Management LP 10.73% No change 1,012,000 $503.4M
&partners 3.84% Add +28.4% 1,005,611 $500.2M
Capital Group Private Client Services, Inc. 4.33% Add +1.0% 1,004,438 $499.6M
Guggenheim Capital LLC 4.06% Add +18.9% 1,002,820 $498.8M
ASR Vermogensbeheer N.V. 6.47% Add +0.9% 1,002,512 $498.6M
Bartlett & Co. Wealth Management LLC 6.88% Reduce -0.0% 991,068 $493.0M
Mediolanum International Funds Ltd 5.90% Add +6.4% 993,220 $492.6M
Harding Loevner LP 3.25% Add +2.1% 970,400 $482.7M
Whittier Trust Co. 5.74% Add +5.0% 956,699 $475.9M
Sanctuary Advisors, LLC 2.94% Add +3.9% 953,675 $474.4M
Danica Pension, Livsforsikringsaktieselskab 7.92% Add +3.4% 951,272 $473.2M
Ferguson Wellman Capital Management, Inc. 8.30% Add +1.3% 948,407 $471.7M
Cullen/Frost Bankers, Inc. 5.90% Reduce -0.9% 946,747 $470.9M
Cwm, LLC 1.65% Add +3.4% 940,134 $467.6M
Van Eck Associates Corp. 0.53% Reduce -9.1% 937,819 $466.5M
Empower Advisory Group, LLC 1.40% Add +4.5% 937,068 $466.1M
Bridges Investment Management Inc. 6.29% Reduce -0.8% 936,839 $466.0M
Achmea Investment Management B.V. 5.99% Add +2.7% 933,610 $464.4M
DAVENPORT & Co LLC 2.56% Add +0.3% 931,187 $463.0M
HM Payson & Co. 7.32% Add +11.5% 929,577 $462.4M
TD Waterhouse Canada Inc. 3.31% Reduce -1.0% 940,201 $462.4M
iA Global Asset Management Inc. 6.95% Reduce -1.6% 928,429 $461.8M
Walleye Capital LLC 4.74% Add +2073.2% 926,940 $461.1M
MAI Capital Management 3.20% Reduce -2.8% 926,612 $460.9M
Chilton Investment Co. Inc. 10.16% Add +0.8% 919,590 $457.4M
Bank Pictet & Cie (Europe) AG 9.78% Add +3.8% 922,524 $457.1M
Yousif Capital Management, LLC 4.86% Reduce -1.0% 907,452 $451.4M
Williams Jones Wealth Management, LLC. 5.35% Add +1.1% 899,706 $447.5M
Commerzbank Aktiengesellschaft 10.24% Reduce -1.1% 898,157 $446.8M
Welch & Forbes LLC 5.58% Reduce -0.7% 898,016 $446.7M
Aware Super Pty Ltd as trustee of Aware Super 6.49% Add +0.2% 889,145 $442.3M
Ieq Capital, LLC 2.70% Add +4.3% 887,503 $441.5M
Mutual of America Capital Management LLC 4.74% Reduce -1.5% 883,623 $439.5M
Pacer Advisors, Inc. 1.14% Add +55.5% 879,593 $437.5M
Banque Pictet & Cie SA 4.53% Reduce -2.8% 878,728 $435.4M
TrinityBridge Ltd 12.63% Add +26.9% 868,656 $431.9M
Connor, Clark & Lunn Investment Management Ltd. 1.50% Add +21.4% 855,387 $425.5M
Troy Asset Management Ltd 11.60% No change 853,554 $424.6M
Findlay Park Partners LLP 4.33% Add +31.4% 844,810 $420.2M
Tidal Investments LLC 2.74% Add +3.5% 842,563 $419.1M
Milestone Resources Group Ltd 21.82% Add +47.7% 840,202 $417.9M
Samlyn Capital, LLC 6.07% Add +110.4% 839,516 $417.6M
OP Asset Management Ltd 6.13% Add +4.3% 837,650 $416.7M
Evercore Wealth Management, LLC 6.47% Reduce -2.9% 836,043 $415.9M
Intech Investment Management LLC 3.89% Add +5.9% 833,683 $414.7M
Raiffeisen Bank International AG 6.09% Add +0.3% 833,565 $410.4M
Border to Coast Pensions Partnership Ltd 7.53% Add +1.3% 824,773 $410.3M
Johnson Investment Counsel Inc. 3.68% Add +2.8% 823,603 $409.7M
AE Wealth Management LLC 2.99% Add +0.5% 821,982 $408.9M
D.A. Davidson & Co. 2.87% Add +9.0% 818,515 $407.1M
Cercano Management LLC 11.48% Reduce -15.2% 808,865 $402.3M
Kestra Advisory Services, LLC 1.96% Add +1.8% 805,453 $400.6M
Wealthfront Advisers LLC 1.03% Add +8.1% 803,156 $399.5M
EP Wealth Advisors, LLC 2.61% Add +11.4% 796,992 $396.4M
Alyeska Investment Group, L.P. 1.40% Reduce -31.7% 794,551 $395.2M
Banco Santander, S.A. 3.75% Add +7.8% 793,926 $394.9M
Metropolis Capital Ltd 12.47% Reduce -23.3% 790,475 $393.2M
Steward Partners Investment Advisory, LLC 3.07% Reduce -0.1% 788,582 $392.2M
Ilmarinen Mutual Pension Insurance Co 3.15% Add +8.0% 786,919 $391.4M
E. Ohman J:or Asset Management AB 9.69% Reduce -3.1% 784,556 $390.2M
Navera Investment Management Ltd. 7.07% Add +0.3% 782,107 $388.9M
Bradley Foster & Sargent Inc. 5.99% Add +0.8% 769,168 $382.6M
Atalanta Sosnoff Capital, LLC 7.76% Reduce -0.8% 768,887 $382.5M
Bristol John W & Co. Inc. 6.16% Reduce -0.4% 764,664 $380.4M
Jupiter Asset Management Ltd. 3.17% Add +3.7% 763,276 $379.7M
GUARDCAP ASSET MANAGEMENT Ltd 7.38% Reduce -1.6% 756,035 $376.1M
Maverick Capital 5.75% Add +80.9% 753,404 $374.8M
Vaughan Nelson Investment Management, L.P. 3.51% Reduce -5.3% 752,147 $374.1M
GF Fund Management Co. LTD. 7.49% Reduce -0.5% 749,228 $372.7M
Cannell & Spears LLC 7.52% Reduce -4.0% 748,233 $372.2M
Sterling Capital Management LLC 5.28% Add +7.0% 746,460 $371.3M
Phoenix Financial Ltd. 4.87% Add +27.1% 742,793 $369.3M
Midwest Trust Co 5.05% — 733,310 $364.8M
Sequoia Financial Advisors, LLC 2.49% Add +6.7% 728,783 $362.5M
Brighton Jones LLC 9.82% Reduce -7.6% 728,693 $362.5M
NewEdge Wealth, LLC 5.65% Add +2.4% 692,369 $360.6M
Tiaa Trust, National Association 0.94% Add +5.3% 724,398 $360.3M
Hyperion Asset Management Ltd 11.31% Add +20.6% 719,899 $358.1M
Nearwater Capital Markets, Ltd 5.70% Add +114.7% 716,575 $356.4M
ACR Alpine Capital Research, LLC 6.34% Add +1.6% 712,318 $354.3M
London Co. of Virginia 2.00% Reduce -2.2% 710,449 $353.4M
Investment Management Corp of Ontario 5.08% Add +17.2% 701,295 $348.8M
Oppenheimer & Co. Inc. 4.61% Add +0.5% 700,470 $348.4M
Caxton Associates LLP 8.97% Add +2752.6% 697,926 $347.2M
SRB Corp. 20.68% Reduce -0.0% 692,923 $344.7M
Ethic Inc. 6.08% Add +6.7% 684,901 $339.7M
Clark Capital Management Group, Inc. 2.33% Add +27.3% 675,603 $336.1M
Manning & Napier Advisors LLC 3.98% Reduce -5.8% 672,222 $334.4M
Ofi Invest Asset Management 8.28% Reduce -2.2% 787,375 $333.6M
Fiduciary Trust Co 4.08% Reduce -1.7% 666,134 $331.3M
Evelyn Partners Investment Management LLP 10.12% Add +9.7% 665,330 $330.9M
Laird Norton Wetherby Trust Company, LLC 45.41% Reduce -0.4% 664,529 $330.5M
CCLA Investment Management 5.41% Add +6.7% 664,212 $330.2M
Congress Asset Management Co. 2.26% Add +0.4% 662,102 $329.3M
United Capital Financial Advisors, LLC 2.65% Add +1.4% 659,548 $328.1M
Oppenheimer Asset Management Inc. 3.73% Reduce -1.0% 654,496 $325.6M
Armstrong Henry H Associates Inc. 30.66% Reduce -1.9% 653,037 $324.8M
Eastern Bank 6.18% Reduce -1.3% 652,480 $324.6M
Badgley Phelps Wealth Managers, LLC 7.18% Add +1.0% 651,507 $324.1M
J. Safra Sarasin Holding AG 5.58% Add +0.8% 649,632 $323.1M
Prudential PLC 1.97% Add +5.6% 647,219 $321.9M
Beck Mack & Oliver LLC 6.14% Reduce -6.7% 646,907 $321.8M
Silvercrest Asset Management Group LLC 2.15% Reduce -0.7% 644,587 $320.6M
Oregon Public Employees Retirement Fund 5.63% Add +0.6% 642,282 $319.5M
Agf Management Ltd. 1.45% Reduce -6.3% 639,230 $318.0M
Douglass Winthrop Advisors, LLC 5.72% Add +1.8% 637,198 $316.9M
Whittier Trust Co. of Nevada Inc. 7.14% Add +0.9% 633,245 $315.0M
Balyasny Asset Management L.P. 0.72% Reduce -40.2% 630,911 $313.8M
First Financial Bankshares Inc 7.02% Add +0.5% 629,999 $313.4M
Artemis Investment Management LLP 4.02% Add +23.7% 628,042 $312.4M
Sapient Capital LLC 5.55% Reduce -1.1% 623,368 $310.1M
Harvard Management Co. Inc. 21.63% Add +48.4% 623,300 $310.0M
Private Advisor Group, LLC 1.66% Add +1.6% 619,591 $308.2M
Capital International Sarl 5.92% Add +6.1% 618,958 $307.9M
Stonehage Fleming Financial Services Holdings Ltd 8.86% Reduce -2.6% 613,532 $305.2M
Louisiana State Employees Retirement System 5.53% Reduce -1.2% 613,100 $305.0M
Aristotle Atlantic Partners, LLC 9.12% Reduce -8.3% 602,893 $299.9M
Consulta Ltd 19.08% No change 600,000 $298.4M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 11.51% Reduce -3.8% 599,327 $298.1M
Vident Advisory, LLC 3.33% Add +24.0% 596,102 $296.5M
Generali Asset Management SPA SGR 6.75% Reduce -6.2% 595,117 $296.0M
MUFG Securities EMEA plc 13.42% Reduce -42.1% 593,363 $295.1M
Silvant Capital Management LLC 11.15% Add +16.0% 592,444 $294.7M
Abn Amro Investment Solutions 5.87% Reduce -12.5% 588,790 $292.9M
Foxhaven Asset Management, LP 7.05% No change 587,535 $292.2M
Elo Mutual Pension Insurance Co 5.95% Reduce -5.0% 586,768 $291.9M
Advisors Capital Management, LLC 4.04% Add +3.2% 583,946 $290.5M
Canoe Financial LP 4.12% Reduce -4.2% 580,906 $288.9M
Nomura Holdings Inc. 2.32% Add +7.8% 578,310 $287.7M
Norinchukin Bank, The 4.21% Add +6.6% 568,280 $282.7M
Kornitzer Capital Management Inc. 5.66% Reduce -2.7% 560,554 $278.8M
Crestwood Advisors Group, LLC 4.99% Add +0.2% 560,324 $278.7M
Joho Capital LLC 38.97% No change 556,200 $276.7M
Marsico Capital Management LLC 7.49% Add +9.0% 555,092 $276.1M
Trillium Asset Management, LLC 7.42% Reduce -4.1% 554,720 $275.9M
Beacon Pointe Advisors, LLC 2.88% Reduce -1.1% 553,440 $275.3M
Guinness Asset Management LTD 4.91% Add +0.8% 551,934 $274.5M
First Eagle Investment Management, LLC 0.54% Reduce -17.4% 544,978 $271.1M
BSN CAPITAL PARTNERS Ltd 21.14% Reduce -32.3% 565,000 $269.3M
Citizens Financial Group Inc. 4.32% Add +17.6% 540,509 $268.9M
Aptus Capital Advisors, LLC 2.65% Add +5.2% 540,290 $268.7M
Riverbridge Partners LLC 4.28% Reduce -2.7% 535,307 $266.3M
Shelton Capital Management 6.10% Reduce -10.8% 532,725 $265.0M
Edmond DE Rothschild Holding S.A. 4.22% Reduce -6.2% 531,691 $264.5M
Two Sigma Investments, LP 0.50% Reduce -11.0% 529,591 $263.4M
Markel Group 2.22% Add +0.9% 527,480 $262.4M
Gabelli Funds LLC 1.89% Reduce -0.4% 526,751 $262.0M
Capital Advisors Inc. 4.69% Add +2.4% 525,035 $261.2M
Artisan Partners Limited Partnership 0.39% Add +3.7% 522,140 $259.7M
Cresset Asset Management, LLC 1.30% Reduce -14.2% 521,666 $259.5M
Avantax Advisory Services, Inc. 1.42% Add +6.2% 519,005 $258.2M
South Dakota Investment Council 4.92% Reduce -0.1% 516,129 $256.7M
Coldstream Capital Management Inc. 4.20% Reduce -5.6% 515,688 $256.5M
Liontrust Investment Partners LLP 3.67% Reduce -3.8% 515,470 $256.4M
Mizuho Securities USA LLC 5.46% — 513,676 $255.5M
NS Partners Ltd 10.41% Reduce -3.5% 512,831 $255.1M
Flputnam Investment Management Co. 4.36% Reduce -3.5% 510,895 $254.1M
Illinois Municipal Retirement Fund 3.46% Reduce -0.6% 510,388 $253.9M
Capital Counsel LLC 10.26% Reduce -1.2% 508,392 $252.9M
Burgundy Asset Management Ltd. 2.46% Reduce -1.2% 508,021 $252.7M
BLI - Banque de Luxembourg Investments 7.21% Reduce -8.1% 507,819 $251.8M
UMB Bank, n.a. 3.89% Reduce -1.8% 501,626 $249.5M
Avanza Fonder AB 7.37% Add +8.0% 500,378 $248.9M
Dorsal Capital Management, LP 7.08% Add +14.9% 500,000 $248.7M
Appaloosa 3.86% Reduce -2.0% 500,000 $248.7M
Curi Capital, LLC 4.71% Add +31.2% 498,408 $247.9M
Fisher Funds Management LTD 5.87% Reduce -22.9% 496,219 $246.8M
Peapack Gladstone Financial Corp. 3.48% Reduce -0.6% 494,302 $245.9M
Cincinnati Financial Corp. 5.18% No change 491,150 $244.3M
Argent Capital Management LLC 6.98% Reduce -0.3% 490,628 $244.0M
CW Advisors, LLC 2.36% Add +19.1% 490,591 $244.0M
Carmignac Gestion 3.74% Reduce -6.9% 488,624 $243.0M
Vinva Investment Management Ltd 6.30% Add +38.6% 488,700 $242.4M
Hancock Whitney Corp. 4.63% Add +53.4% 487,253 $242.4M
Busey Bank 7.34% Reduce -0.5% 483,750 $240.6M
LGT Capital Partners LTD. 10.63% Reduce -16.9% 482,890 $240.2M
ANTIPODES PARTNERS Ltd 7.40% Reduce -5.6% 479,954 $238.8M
Quintet Private Bank (Europe) S.A. 13.80% Reduce -9.4% 479,128 $238.3M
Pinnacle Financial Partners Inc 5.00% Reduce -15.8% 478,026 $237.8M
Kentucky Retirement Systems 6.94% Reduce -6.2% 476,729 $237.1M
Meyer Handelman Co. 7.80% Reduce -0.8% 475,528 $236.5M
Northwest & Ethical Investments L.P. 5.86% Reduce -1.2% 474,926 $236.2M
Orion Porfolio Solutions, LLC 2.02% Add +8.9% 474,791 $236.2M
Great Lakes Advisors, LLC 1.98% Add +0.6% 473,718 $235.6M
Envestnet Portfolio Solutions, Inc. 0.87% Add +3.9% 473,560 $235.6M
Anomaly Capital Management, LP 7.45% New 471,122 $234.3M
Glenview Trust Co 4.04% Add +1.5% 469,213 $233.4M
Crawford Investment Counsel Inc. 4.08% Reduce -1.9% 468,419 $233.0M
Tocqueville Asset Management L.P. 3.55% Reduce -12.0% 467,101 $232.3M
Performance Wealth Partners, LLC 7.43% Reduce -0.1% 466,803 $232.2M
HB Wealth Management, LLC 1.86% Reduce -3.3% 466,074 $231.8M
Perpetual Ltd 2.71% Add +8.5% 464,765 $231.2M
Nicholas Company, Inc. 3.84% Reduce -7.2% 461,037 $229.3M
Scge Management, L.P. 4.79% New 459,000 $228.3M
Davis R M Inc. 4.17% Add +2.4% 451,910 $224.8M
Country Trust Bank 5.03% Reduce -3.4% 450,564 $224.1M
Voyager Global Management LP 8.03% Reduce -50.5% 450,000 $223.8M
Hartford Investment Management Co. 7.10% Reduce -1.1% 448,371 $223.0M
Optiver Holding B.V. 6.02% Add +310.7% 448,308 $223.0M
Westwood Holdings Group Inc. 1.62% Reduce -20.5% 445,453 $221.6M
Scharf Investments, LLC 6.37% Add +6.7% 444,957 $221.3M
Wealthspire Advisors, LLC 1.24% Reduce -0.8% 444,374 $221.0M
Crossmark Global Holdings, Inc. 3.56% Reduce -3.9% 443,456 $220.6M
Stonegate Investment Group, LLC 5.54% Add +0.7% 442,371 $220.0M
Locust Wood Capital Advisers, LLC 6.49% Reduce -10.9% 441,957 $219.8M
Pinnacle Associates Ltd. 3.17% Reduce -1.8% 439,635 $218.7M
Bailard, Inc. 5.05% Add +0.6% 435,572 $216.7M
Adams Diversified Equity Fund, Inc. 7.75% Reduce -1.4% 434,400 $216.1M
Associated Banc-Corp 6.12% Reduce -1.1% 434,241 $216.0M
Munro Partners 6.72% Add +28.2% 434,223 $216.0M
OVERSEA-CHINESE BANKING Corp Ltd 6.09% Add +3.2% 433,952 $215.8M
Allworth Financial LP 1.02% Add +19.6% 428,976 $213.4M
Delta Asset Management LLC 18.48% Reduce -1.5% 427,102 $212.4M
Metis Global Partners, LLC 5.47% Reduce -9.6% 425,967 $211.9M
Wilmington Savings Fund Society, FSB 3.76% Reduce -4.1% 425,183 $211.5M
Atria Investments, Inc 2.49% Add +1.4% 424,749 $211.3M
Americana Partners, LLC 7.18% Reduce -0.8% 418,522 $208.2M
Mission Wealth Management, LP 4.53% Add +8.3% 417,770 $207.8M
Composition Wealth, LLC 3.49% Add +12.8% 417,304 $207.6M
Freestone Capital Holdings, LLC 7.02% Reduce -1.4% 414,977 $206.4M
Cryder Capital Partners LLP 11.61% Add +6.8% 414,668 $206.3M
Concurrent Investment Advisors, LLC 3.99% Add +86.7% 413,243 $205.6M
Moore Capital Management, LP 4.41% Add +5143.9% 412,960 $205.4M
Daiichi Life Insurance Co., Ltd. 5.76% Reduce -10.6% 412,529 $205.2M
DJE Kapital AG 4.93% Add +36.4% 408,867 $203.0M
AIA Group Ltd 4.41% Add +0.2% 407,241 $202.6M
Carnegie Investment Counsel 4.07% Add +1.3% 406,757 $202.3M
BNP Paribas 6.56% Add +7.5% 405,943 $202.0M
Bokf, NA 3.26% Reduce -1.8% 404,218 $201.1M
Standard Investments LLC 10.31% No change 404,000 $201.0M
Staley Capital Advisers Inc. 8.54% Reduce -0.2% 403,623 $200.8M
Triple Frond Partners LLC 22.66% No change 403,043 $200.5M
Modera Wealth Management, LLC 2.47% Reduce -1.7% 400,931 $199.4M
Third Point 2.65% Add +27.0% 400,000 $199.0M
Salem Investment Counselors Inc. 6.28% Reduce -0.4% 398,450 $198.2M
Ontario Teachers Pension Plan Board 4.17% Reduce -69.1% 395,125 $196.5M
Bain Capital Public Equity Management II, LLC 9.23% New 391,893 $194.9M
MassMutual Private Wealth & Trust, FSB 5.17% Add +0.7% 390,270 $194.1M
Covea Finance 7.18% Add +18.1% 388,937 $193.5M
Securian Asset Management, Inc. 5.51% Reduce -1.3% 388,596 $193.3M
James Hambro & Partners LLP 7.61% Add +2.5% 386,740 $192.3M
Tokio Marine Asset Management Co. Ltd. 7.33% Reduce -2.4% 384,826 $191.4M
Nippon Life Global Investors Americas, Inc. 8.40% Reduce -1.0% 384,050 $191.0M
Rwa Wealth Partners, LLC 2.39% Reduce -0.3% 383,372 $190.7M
PGGM Investments 3.27% Reduce -11.1% 379,569 $188.8M
Renaissance Technologies 0.25% Add +8.7% 378,772 $188.4M
Florida Trust Wealth Management Co 5.71% Reduce -0.9% 373,428 $185.7M
Castleark Management LLC 5.56% Add +35.0% 371,994 $185.0M
Fullerton Fund Management Co Ltd. 7.44% Add +127.3% 369,890 $184.0M
Gulf International Bank (UK) Ltd 6.39% Reduce -10.5% 363,129 $180.6M
Douglas Lane & Associates, LLC 2.61% Reduce -7.4% 362,141 $180.1M
Empowered Funds, LLC 2.04% Add +70.4% 361,934 $180.0M
Becker Capital Management Inc. 5.60% Reduce -0.3% 361,555 $179.8M
Maryland State Retirement & Pension System 3.92% Add +3.1% 359,478 $178.8M
Avala Global LP 9.23% Add +59.0% 356,200 $177.2M
Kensico Capital Management Corp. 3.41% Reduce -1.6% 356,000 $177.1M
DF Dent & Co. Inc. 2.24% Add +1.9% 354,305 $176.2M
Synovus Financial Corp. 2.16% Reduce -3.0% 354,199 $176.2M
Apollon Wealth Management, LLC 3.46% Add +3.3% 352,543 $175.4M
Kestra Private Wealth Services, LLC 2.52% Add +2.2% 352,326 $175.3M
Southpoint Capital Advisors LP 4.38% Reduce -36.4% 350,000 $174.1M
Shell Asset Management Co. 6.00% Add +25.9% 349,437 $173.8M
Stock Yards Bank & Trust Co. 5.78% Reduce -0.5% 348,064 $173.1M
New Mexico Educational Retirement Board 5.64% No change 347,447 $172.8M
E Fund Management Co., Ltd. 8.22% Reduce -7.3% 346,573 $172.4M
Stratos Wealth Partners, LTD. 2.33% Add +5.7% 342,309 $170.3M
Clarius Group, LLC 9.86% Reduce -0.9% 340,227 $169.2M
Stephens Inc. 2.33% Add +0.1% 340,134 $169.2M
TCTC Holdings, LLC 5.41% Reduce -1.1% 338,488 $168.4M
Wolverine Trading, LLC 4.23% Add +339.0% 335,792 $166.5M
Baron Capital (BAMCO) 0.45% Reduce -8.0% 334,758 $166.5M
Lockheed Martin Investment Management Co. 6.08% Reduce -5.2% 334,260 $166.3M
Martin Currie Ltd. 6.35% Add +23.4% 332,849 $165.6M
Horizon Investments, LLC 2.62% Add +494.1% 332,825 $165.6M
Old National Bancorp 2.94% Add +7.8% 332,258 $165.3M
Braun Stacey Associates Inc. 5.98% Add +2.3% 332,197 $165.2M
Cornerstone Advisors, LLC 5.67% Add +4.2% 331,900 $165.1M
Mesirow Financial Investment Management, Inc. 3.21% Add +5.5% 330,735 $164.5M
Waverly Advisors, LLC 1.78% Add +1.7% 326,326 $162.3M
Atlantic Union Bankshares Corp 3.70% Add +141.5% 325,882 $162.1M
Prime Capital Investment Advisors, LLC 2.15% Reduce -22.0% 325,731 $162.0M
Oak Ridge Investments LLC 11.53% Add +10.0% 323,172 $160.7M
Livforsakringsbolaget Skandia, Omsesidigt 6.99% Add +17.3% 323,092 $160.6M
Benjamin Edwards Inc. 2.04% Add +7.2% 321,625 $160.0M
J. L. Bainbridge & Co., Inc. 14.70% Reduce -1.7% 321,467 $159.9M
Wesbanco Bank Inc. 4.75% Add +5.4% 321,307 $159.8M
Seilern Investment Management Ltd 10.54% Reduce -11.7% 321,256 $159.8M
Choate Investment Advisors 3.45% Add +3.4% 319,501 $158.9M
Zevenbergen Capital Investments LLC 3.10% Reduce -3.3% 319,428 $158.9M
Saratoga Research & Investment Management 8.47% Reduce -0.9% 318,079 $158.2M
Focused Investors LLC 5.15% Reduce -2.1% 316,700 $157.5M
Allianz SE 3.72% Add +0.5% 316,504 $157.4M
Clearstead Advisors, LLC 2.21% Add +2.4% 316,424 $157.4M
Bristlecone Advisors, LLC 13.21% Reduce -3.7% 316,184 $157.3M
Greenleaf Trust 1.39% Reduce -4.0% 315,973 $157.2M
Independent Advisor Alliance 4.52% Reduce -2.6% 315,162 $156.8M
Bollard Group LLC 3.58% Add +12.1% 315,079 $156.7M
Choreo, LLC 2.18% Add +5.4% 314,788 $156.6M
Chilton Capital Management LLC 5.71% Reduce -3.3% 313,689 $156.0M
Integrated Wealth Concepts LLC 1.56% Add +10.1% 313,235 $155.8M
Railway Pension Investments Ltd 2.20% Reduce -20.5% 312,800 $155.6M
Harvest Fund Management Co., Ltd 7.34% Reduce -7.5% 312,543 $155.4M
McDaniel Terry & Co. 12.71% Reduce -1.1% 312,238 $155.3M
Capital International Ltd. 5.93% Add +1.9% 311,436 $154.9M
Segall Bryant & Hamill, LLC 2.16% Reduce -5.4% 308,556 $153.5M
Quadrature Capital Ltd 2.64% New 308,619 $153.5M
GW&K Investment Management, LLC 1.37% Reduce -1.9% 308,349 $153.4M
Clifford Swan Investment Counsel LLC 5.38% Add +0.1% 306,674 $152.5M
Motley Fool Asset Management LLC 7.03% Add +12.4% 306,282 $152.3M
Profund Advisors LLC 5.48% Add +11.0% 306,180 $152.3M
Fortis Capital Management LLC 23.60% Add +1.1% 304,560 $151.5M
Maplelane Capital, LLC 9.32% Add +234.1% 304,000 $151.2M
Merit Financial Group, LLC 1.68% Add +21.0% 303,473 $151.0M
KCM Investment Advisors LLC 5.03% Reduce -1.4% 299,432 $148.9M
Lombard Odier Asset Management (Switzerland) SA 7.50% Add +6.8% 299,205 $148.8M
Harel Insurance Investments & Financial Services Ltd. 1.70% Add +4.2% 298,653 $148.6M
Alpha Cubed Investments, LLC 5.63% Add +5.9% 298,567 $148.5M
Vaughan David Investments LLC 3.31% Reduce -0.9% 298,104 $148.3M
Daymark Wealth Partners, LLC 5.64% Reduce -1.1% 297,828 $148.1M
Advisory Services Network, LLC 2.38% Add +10.6% 276,784 $147.7M
Parallel Advisors, LLC 2.95% Add +4.0% 296,859 $147.7M
Clal Insurance Enterprises Holdings Ltd 1.45% Add +88.2% 296,607 $147.5M
Callan Family Office, LLC 4.63% Add +140.8% 294,741 $146.6M
Heritage Investors Management Corp. 4.62% Reduce -3.6% 293,555 $146.0M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 4.10% Reduce -18.7% 292,419 $145.5M
Howland Capital Management LLC 5.87% Add +1.3% 289,689 $144.1M
Sit Investment Associates Inc. 3.07% Reduce -2.5% 289,342 $143.9M
Noked Israel Ltd 26.55% Add +7.7% 289,220 $143.9M
Crake Asset Management LLP 7.56% Reduce -71.5% 288,170 $143.3M
Advisors Asset Management, Inc. 2.56% Reduce -0.7% 287,810 $143.2M
Mogy Joel R Investment Counsel Inc. 8.25% Add +0.0% 287,073 $142.8M
Highland Capital Management, LLC 7.70% Reduce -0.8% 286,240 $142.4M
Dana Investment Advisors, Inc. 4.70% Add +1.3% 285,610 $142.1M
Cohen Klingenstein LLC 4.74% No change 285,500 $142.0M
Birch Hill Investment Advisors LLC 6.25% Reduce -0.1% 283,105 $140.8M
Dixon Mitchell Investment Counsel Inc. 5.45% Add +3.7% 281,793 $140.3M
NorthCrest Asset Manangement, LLC 3.75% Add +1.6% 279,710 $139.5M
Tower Research Capital LLC (TRC) 3.75% Reduce -19.7% 279,391 $139.0M
H&H International Investment 1.20% Reduce -6.7% 279,200 $138.9M
Elite Wealth Management, Inc. 45.65% Reduce -17.6% 279,040 $138.8M
AG2R La Mondiale Gestion D'actifs 7.12% Add +0.8% 278,742 $138.6M
First Citizens Bank & Trust Co. 2.51% Add +12.7% 278,557 $138.6M
Ninety One North America, Inc. 6.72% Add +49.1% 275,263 $136.9M
Donaldson Capital Management, LLC 5.02% Reduce -1.6% 275,091 $136.8M
Hotchkis & Wiley Capital Management LLC 0.44% Add +88.6% 274,505 $136.5M
Gradient Investments LLC 2.49% Reduce -0.7% 273,393 $136.0M
Farmers & Merchants Investments Inc. 3.96% Add +0.0% 273,085 $135.8M
Palestra Capital Management LLC 4.00% Add +86.0% 271,669 $135.1M
Meeder Asset Management Inc. 8.29% Reduce -8.6% 271,490 $135.0M
Argent Trust Co 5.09% Add +0.5% 271,253 $134.9M
SouthState Bank Corp 5.88% Reduce -1.4% 270,292 $134.4M
Avenir Corp. 13.58% Reduce -1.8% 265,587 $132.1M
Park Avenue Securities LLC 1.21% New 264,391 $131.5M
Wesleyan Assurance Society 8.51% Add +0.0% 264,271 $131.4M
Candlestick Capital Management LP 4.34% New 263,754 $131.2M
Guyasuta Investment Advisors Inc. 7.98% Reduce -0.5% 262,077 $130.4M
Maple Capital Management, Inc. 8.90% Add +2.6% 261,254 $130.0M
Nwam LLC 7.53% Reduce -1.0% 246,882 $129.6M
Brevan Howard Capital Management LP 1.44% Add +75.3% 260,505 $129.6M
RiverFront Investment Group, LLC 2.51% Add +29.9% 258,042 $128.4M
Northeast Investment Management 5.48% Reduce -0.9% 257,679 $128.2M
Baker Avenue Asset Management, LP 3.64% Reduce -7.2% 257,474 $128.1M
Picton Mahoney Asset Management 1.80% Add +34.7% 256,569 $127.6M
Mane Global Capital Management LP 5.81% Add +13446.4% 256,569 $127.6M
J.W. Cole Advisors, Inc. 2.71% Add +36.1% 255,905 $127.3M
Prospera Financial Services Inc 2.36% Add +8.0% 254,791 $126.8M
Wilkinson Global Asset Management LLC 7.96% Reduce -6.3% 254,546 $126.6M
Voleon Capital Management LP 6.93% Add +21.5% 254,062 $126.4M
Caledonia Investments PLC 12.38% No change 253,317 $125.9M
Chicago Capital, LLC 3.11% Reduce -9.1% 253,112 $125.9M
Empirical Finance, LLC 6.59% Add +1.0% 252,896 $125.8M
Roffman Miller Associates Inc. 7.48% Reduce -0.6% 251,976 $125.3M
Bowie Capital Management, LLC 5.92% Reduce -35.3% 251,507 $125.1M
Systematic Alpha Investments, LLC 4.44% No change 251,402 $125.0M
Gotham Asset Management 0.75% Add +5.1% 251,165 $124.9M
Migdal Insurance & Financial Holdings Ltd. 1.48% Reduce -18.8% 250,522 $124.6M
Oribel Capital Management, LP 6.59% New 250,000 $124.4M
Canada Post Corp Registered Pension Plan 7.28% New 249,104 $123.9M
Cypress Funds LLC 14.52% No change 249,049 $123.9M
Ostrum Asset Management 5.80% Add +1.0% 248,737 $123.7M
Cat Rock Capital Management LP 15.56% Reduce -11.3% 248,405 $123.6M
OneDigital Investment Advisors LLC 1.37% Reduce -4.7% 248,111 $123.4M
Davis Selected Advisers 0.66% Reduce -3.3% 247,956 $123.3M
Trajan Wealth LLC 6.00% Add +3.9% 246,840 $122.8M
Park National Corp. 4.04% Reduce -5.1% 246,444 $122.6M
Azimuth Capital Investment Management LLC 4.55% Add +14.0% 245,994 $122.4M
Hantz Financial Services, Inc. 1.97% Reduce -4.7% 245,407 $122.1M
Dakota Wealth Management 2.57% Add +11.5% 245,391 $122.1M
Summit Trail Advisors, LLC 2.09% New 245,164 $121.9M
Ancora Advisors LLC 2.54% Add +0.0% 244,810 $121.8M
Select Equity Group, L.P. 0.52% Add +53.5% 243,855 $121.3M
Calamos Wealth Management LLC 5.21% Add +2.8% 243,810 $121.3M
Triglav Investments, D.O.O. 8.76% Add +9.5% 243,605 $121.2M
Ami Asset Management Corp. 6.92% Reduce -5.1% 243,482 $121.1M
Harvest Portfolios Group Inc. 2.82% Add +18.6% 243,450 $121.1M
Tandem Investment Advisors, Inc. 4.23% Reduce -0.5% 243,007 $120.9M
CENTRAL TRUST Co 2.78% Add +0.3% 242,644 $120.7M
Parthenon LLC 13.80% Reduce -1.7% 242,574 $120.7M
Siemens Fonds Invest GmbH 7.06% Add +5.5% 241,714 $120.2M
Bowen Hanes & Co. Inc. 3.03% Add +1.0% 241,690 $120.2M
Savant Capital, LLC 0.86% Add +4.8% 241,372 $120.1M
Jia Investment Alliance Pte. LTD. 12.71% No change 240,900 $119.8M
Empire Life Investments Inc. 7.58% Reduce -6.2% 239,877 $119.3M
Talbot Financial, LLC 11.28% Add +15.6% 239,478 $119.1M
Klingenstein Fields & Co. LP 4.70% Reduce -1.4% 238,713 $118.7M
Homestead Advisers Corp 2.80% Add +0.3% 237,387 $118.1M
Northwestern Mutual Investment Management Company, LLC 1.81% Add +0.3% 237,105 $117.9M
Equitable Holdings, Inc. 0.97% Add +10.3% 236,879 $117.8M
Bleakley Financial Group, LLC 2.97% Add +7.8% 235,111 $116.9M
LM Advisors LLC 15.13% Add +481.4% 235,082 $116.9M
Laird Norton Wetherby Wealth Management, LLC 5.20% — 234,674 $116.7M
Stack Financial Management, Inc 10.29% Reduce -2.2% 234,085 $116.4M
Exchange Traded Concepts, LLC 1.49% Reduce -30.0% 233,898 $116.3M
Grandfield & Dodd, LLC 6.78% Reduce -1.8% 232,670 $115.7M
Formuepleje A/S 6.57% No change 307,232 $115.3M
Chesley Taft & Associates LLC 5.14% Reduce -1.4% 231,664 $115.2M
Sather Financial Group Inc 6.74% Reduce -3.7% 230,718 $114.8M
Vestcor Inc 3.47% Add +1.5% 230,599 $114.7M
Marathon Asset Management Ltd 3.67% Reduce -1.3% 229,799 $114.3M
Avalon Trust Co 8.34% Reduce -6.0% 229,189 $114.0M
Insight Holdings Group, LLC 4.75% Add +1.2% 228,430 $113.6M
Osterweis Capital Management Inc. 7.04% Add +11.8% 228,324 $113.6M
Trust Co. of Vermont 5.33% Add +0.7% 227,728 $113.3M
Norris Perne & French LLP 7.91% Add +1.1% 227,514 $113.2M
Mutual Advisors, LLC 2.81% Reduce -3.7% 219,039 $112.5M
Smith Salley Wealth Management 6.50% Add +2.2% 225,844 $112.3M
Rockland Trust Co. 5.46% Reduce -1.9% 225,534 $112.2M
Westpac Banking Corp. 7.49% Reduce -3.1% 225,182 $112.0M
Ameritas Investment Partners, Inc. 3.52% Reduce -0.3% 224,473 $111.6M
Community Trust & Investment Co. 6.45% Reduce -5.6% 224,197 $111.5M
Franklin Street Advisors Inc. 6.89% Reduce -1.3% 223,572 $111.2M
Signature Estate & Investment Advisors LLC 2.56% Reduce -9.4% 223,332 $111.1M
World Investment Advisors 2.52% Add +18.5% 222,977 $110.9M
Evergreen Capital Management LLC 3.34% Reduce -1.6% 222,955 $110.9M
F/m Investments LLC 4.01% Reduce -2.6% 221,868 $110.4M
Davidson Kempner Capital Management LP 2.59% No change 220,467 $109.7M
Tudor Investment Corporation 0.83% Reduce -27.6% 220,191 $109.5M
Pamplona Capital Management, LLC 15.92% No change 220,062 $109.5M
Sander Capital Advisors Inc. 49.57% Reduce -3.4% 218,575 $108.7M
First National Trust Co 4.05% Reduce -4.1% 217,947 $108.4M
Snowden Capital Advisors LLC 3.22% Add +1.4% 217,450 $108.2M
Cullen Capital Management, LLC 1.23% Reduce -3.0% 217,237 $108.1M
Davidson Investment Advisors 4.86% Add +0.8% 217,232 $108.1M
Ycg, LLC 8.35% Reduce -2.6% 217,104 $108.0M
Signaturefd, LLC 1.84% Add +1.3% 216,799 $107.8M
Waters Parkerson & Co., LLC 5.36% Reduce -0.1% 215,832 $107.4M
Diversified Trust Co. 2.38% Reduce -3.3% 215,756 $107.3M
Kingsview Wealth Management, LLC 1.80% Reduce -0.6% 213,848 $106.4M
Ariel Investments 1.20% Add +72.0% 213,138 $106.0M
Obermeyer Wealth Partners 5.27% Add +0.0% 212,633 $105.8M
Investment House LLC 5.33% Reduce -5.2% 211,949 $105.4M
Rit Capital Partners PLC 14.75% New 212,000 $105.4M
OAKMONT Corp 18.45% Reduce -0.4% 211,805 $105.4M
Capital Investment Advisors, LLC 1.85% Add +4.0% 210,930 $105.1M
Edgemoor Investment Advisors, Inc. 9.12% Reduce -2.1% 210,998 $105.0M
Valeo Financial Advisors, LLC 2.57% Reduce -23.4% 209,782 $104.3M
Aureus Asset Management, LLC 6.66% Add +1.4% 209,251 $104.1M
Banque Cantonale Vaudoise 4.23% Reduce -20.2% 208,651 $103.8M
WASHINGTON TRUST Co 3.67% Reduce -0.8% 208,537 $103.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.35% Add +4.8% 208,507 $103.7M
NBT Bank, N.A. 7.12% Reduce -1.0% 208,442 $103.7M
Moors & Cabot, Inc. 4.82% Reduce -1.4% 208,349 $103.6M
Senator Investment Group LP 3.98% Add +18.6% 207,500 $103.2M
Axxcess Wealth Management, LLC 2.47% Add +2.1% 208,215 $103.1M
Private Wealth Partners, LLC 8.04% Reduce -3.3% 206,868 $102.9M
Kanawha Capital Management LLC 7.63% Reduce -1.0% 206,806 $102.9M
Venture Visionary Partners LLC 3.87% Reduce -6.5% 206,698 $102.8M
Brookstone Capital Management 1.35% Reduce -0.5% 206,666 $102.8M
Wedbush Securities Inc. 3.59% Reduce -5.5% 206,459 $102.7M
Mill Capital Management, LLC 8.02% Reduce -3.3% 205,574 $102.3M
Ingalls & Snyder LLC 3.64% Reduce -1.6% 205,125 $102.0M
Welch Group, LLC 4.26% Add +0.5% 204,974 $102.0M
Smith Chas P & Associates Pa Cpas 5.72% Reduce -0.7% 204,832 $101.9M
Generate Investment Management Ltd 5.65% Reduce -2.9% 204,799 $101.9M
W1M Asset Management Ltd 7.69% Add +6.5% 203,860 $101.4M
ZWJ Investment Counsel Inc. 3.75% Reduce -0.4% 202,639 $100.8M
Kentucky Retirement Systems Insurance Trust Fund 6.95% Reduce -6.5% 202,333 $100.6M
HighPoint Advisor Group LLC 5.34% Add +3.9% 202,181 $100.6M
Wahed Invest LLC 15.28% Add +4.6% 201,618 $100.3M
Duquesne Family Office 2.55% New 200,930 $99.9M
Paralel Advisors LLC 4.05% No change 200,000 $99.5M
SBI Securities Co., Ltd. 2.86% Reduce -2.6% 199,735 $99.4M
First American Bank 6.80% Add +0.1% 199,356 $99.2M
Mar Vista Investment Partners LLC 7.59% Reduce -3.8% 199,341 $99.2M
CWA Asset Management Group, LLC 4.18% Add +0.6% 198,773 $98.9M
Aviso Financial Inc. 4.45% Add +3.3% 198,557 $98.8M
Exencial Wealth Advisors, LLC 3.48% Add +2.2% 198,551 $98.8M
Soltis Investment Advisors LLC 7.74% Add +9.3% 198,004 $98.5M
Cary Street Partners Financial LLC 2.75% Reduce 0.0% 196,999 $98.0M
Woodley Farra Manion Portfolio Management Inc. 4.60% Add +0.0% 196,864 $97.9M
FineMark National Bank & Trust 3.33% Add +0.1% 196,419 $97.7M
Quadrant Capital Group LLC 3.51% Add +16.3% 195,900 $97.4M
Whale Rock Capital Management 1.35% Reduce -63.6% 195,680 $97.3M
TRB Advisors LP 23.25% Add +14.7% 195,000 $97.0M
Freestone Grove Partners LP 0.73% Add +18.6% 193,693 $96.3M
Moody LYNN Lieberson & Walker, LLC 5.55% Add +4.1% 193,428 $96.2M
Ballentine Partners, LLC 1.45% Add +3.8% 193,278 $96.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.44% Reduce -6.9% 193,141 $96.1M
Howard Capital Management, LLC 1.44% Reduce -10.3% 192,760 $95.9M
Sienna Gestion 6.59% Add +9.1% 211,001 $95.8M
Howard Capital Management Group, LLC 6.63% Reduce -0.7% 191,968 $95.5M
Oriental Harbor Investment Master Fund 8.46% Reduce -32.3% 191,704 $95.4M
Reynders McVeigh Capital Management, LLC 4.73% Reduce -1.5% 190,581 $94.8M
Pacific Sage Partners, LLC 18.82% Reduce -1.4% 190,447 $94.7M
MMBG Investment Advisors Co. 9.40% Add +6.2% 189,916 $94.5M
Compass Capital Management, Inc. 5.04% Add +15.0% 189,229 $94.1M
Dorsey & Whitney Trust CO LLC 4.96% Add +1.9% 188,440 $93.7M
Dearborn Partners LLC 4.43% Reduce -3.1% 188,211 $93.6M
Berkshire Asset Management LLC 4.23% Reduce -0.8% 187,372 $93.2M
Henshaw Capital LLC 3.68% No change 186,668 $92.9M
Dundas Partners LLP 6.45% No change 186,468 $92.8M
Cornerstone Investment Partners, LLC 4.08% Add +0.1% 185,868 $92.5M
GFI Investment Counsel Ltd. 10.06% Reduce -0.9% 185,666 $92.4M
Summit Financial, LLC 2.09% Add +12.0% 185,451 $92.2M
Vancity Investment Management Ltd 11.65% Reduce -1.6% 185,412 $92.2M
Nichols & Pratt Advisers LLP 6.18% Add +0.3% 185,377 $92.1M
Gladstone Capital Management LLP 9.47% Reduce -0.9% 184,434 $91.7M
Fifth Third Wealth Advisors LLC 3.84% Add +4.2% 184,144 $91.6M
SVB Wealth LLC 4.90% New 183,865 $91.5M
Ironvine Capital Partners, LLC 9.47% Reduce -7.1% 183,797 $91.4M
Verition Fund Management LLC 0.55% Reduce -74.9% 183,415 $91.2M
Knights of Columbus Asset Advisors LLC 5.52% Add +13.6% 183,259 $91.2M
BDF-Gestion 10.20% Reduce -15.6% 183,166 $91.1M
Bristol Gate Capital Partners Inc. 5.18% Reduce -18.5% 183,021 $91.0M
Criteria Caixa, S.A.U. 11.95% No change 183,000 $91.0M
Vest Financial, LLC 1.29% Add +16.2% 182,750 $90.9M
Kintegral Advisory, LLC 8.26% Reduce -0.1% 182,404 $90.7M
DDD Partners, LLC 9.70% Add +34.0% 181,925 $90.5M
Jump Financial, LLC 1.14% Add +2334.7% 181,924 $90.5M
Moneta Group Investment Advisors LLC 1.08% Add +9.0% 181,794 $90.4M
Hardman Johnston Global Advisors LLC 4.00% Reduce -3.7% 181,194 $90.1M
Baader Bank Aktiengesellschaft 7.71% Reduce -1.2% 180,298 $89.6M
Fulton Breakefield Broenniman LLC 6.05% Add +0.3% 180,008 $89.5M
General American Investors Co. Inc. 6.01% No change 180,000 $89.5M
Campbell Newman Asset Management Inc. 7.12% Reduce -3.2% 179,757 $89.4M
JBF Capital, Inc. 14.21% No change 179,000 $89.0M
National Mutual Insurance Federation of Agricultural Cooperatives 0.72% No change 177,900 $88.5M
Alta Capital Management LLC/ 5.03% Add +0.0% 177,870 $88.5M
Thomasville National Bank 5.99% Reduce -4.2% 176,809 $87.9M
Gilder Gagnon Howe & Co. LLC 0.93% Add +2.2% 176,805 $87.9M
Principal Securities, Inc. 1.65% Add +17.0% 176,720 $87.9M
Farther Finance Advisors, LLC 1.76% Add +21.1% 176,385 $87.7M
Bryn Mawr Trust Advisors, LLC 4.80% Add +1.1% 176,166 $87.6M
Destination Wealth Management 2.56% Add +22.5% 175,818 $87.5M
Suncoast Equity Management 8.94% Reduce -1.4% 175,568 $87.3M
National Philanthropic Trust 1.17% Add +327.4% 175,386 $87.2M
LVM Capital Management Ltd. 9.02% Reduce -1.7% 174,910 $87.0M
Spear Holdings RSC Ltd 6.35% Reduce -58.5% 174,500 $86.8M
Meiji Yasuda Asset Management Co Ltd. 4.31% Reduce -33.8% 174,490 $86.8M
Corvex Management LP 3.66% No change 173,661 $86.4M
Cumberland Partners Ltd 5.97% Reduce -1.2% 173,204 $86.2M
GAM Holding AG 6.05% Reduce -11.5% 172,872 $86.0M
New Age Alpha Advisors, LLC 3.78% Reduce -7.8% 172,565 $85.8M
Meritage Portfolio Management 5.42% Reduce -4.9% 172,159 $85.6M
Foundations Investment Advisors, LLC 1.35% Add +6.5% 171,900 $85.5M
Logan Capital Management Inc. 3.98% Reduce -6.1% 171,858 $85.5M
Asset Advisors Investment Management, LLC 8.44% Reduce -1.5% 171,774 $85.4M
Baldwin Wealth Partners LLC 5.79% Reduce -14.3% 171,265 $85.2M
Cullinan Associates Inc. 5.57% Reduce -3.5% 169,827 $84.5M
Verus Capital Partners, LLC 7.52% Add +0.3% 169,489 $84.3M
Neville Rodie & Shaw Inc. 6.23% Reduce -2.7% 168,756 $83.9M
Ritholtz Wealth Management 1.85% Add +9.0% 168,691 $83.9M
LMCG Investments, LLC 5.25% Reduce -3.4% 168,547 $83.8M
Provident Investment Management, Inc. 7.16% Reduce -0.0% 168,267 $83.7M
Cyndeo Wealth Partners, LLC 4.95% Add +2.4% 167,880 $83.5M
Vise Technologies, Inc. 3.44% — 167,516 $83.3M
Independent Financial Group, LLC 2.29% Add +5.3% 167,281 $83.2M
Global Retirement Partners, LLC 2.06% — 167,253 $83.2M
UNIVEST FINANCIAL Corp 4.99% Add +0.5% 167,243 $83.2M
Sumitomo Life Insurance Co. 5.63% Add +0.6% 166,757 $82.9M
Violich Capital Management, Inc. 11.64% Reduce -10.2% 166,285 $82.7M
S&co Inc. 5.30% Add +2.6% 166,181 $82.7M
Eagle Global Advisors LLC 3.34% Reduce -1.4% 165,918 $82.5M
Bragg Financial Advisors, Inc 2.94% Reduce -1.1% 165,680 $82.4M
Confluence Investment Management LLC 1.16% Reduce -1.4% 165,187 $82.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.24% Reduce -1.9% 165,170 $82.2M
Mufg Securities Americas Inc. 7.04% Add +25.2% 164,726 $81.9M
Sycomore Asset Management 12.71% No change 189,860 $81.9M
Fairview Capital Investment Management, LLC 4.23% Reduce -0.3% 164,457 $81.8M
Heritage Wealth Advisors 3.88% Add +0.4% 164,411 $81.8M
Plato Investment Management Ltd 6.05% Add +3.1% 162,335 $80.5M
Meridian Wealth Management, LLC 3.43% Reduce -0.1% 161,184 $80.2M
Dnca Finance 6.25% Add +26.5% 160,976 $80.1M
Woodstock Corp. 7.32% Reduce -1.0% 160,035 $79.6M
Focus Partners Advisor Solutions, LLC 1.06% Add +19.2% 159,973 $79.6M
Cidel Asset Management Inc. 4.78% Add +7.3% 159,887 $79.5M
First Long Island Investors, LLC 6.24% Reduce -0.2% 159,863 $79.5M
Grassi Investment Management 6.32% Reduce -1.1% 159,643 $79.4M
Perigon Wealth Management, LLC 1.85% Reduce -9.3% 159,451 $79.3M
North Star Asset Management Inc. 3.35% Add +1.8% 159,096 $79.1M
Estabrook Capital Management 12.18% Reduce -2.4% 158,718 $78.9M
Synergy Asset Management, LLC 9.01% Reduce -11.1% 158,416 $78.8M
RDST Capital LLC 7.87% Reduce -22.4% 158,240 $78.7M
Beacon Investment Advisory Services, Inc. 3.47% Reduce -8.9% 158,050 $78.6M
Atika Capital Management LLC 8.21% Add +47.0% 158,000 $78.6M
Nixon Peabody Trust Co. 6.08% Reduce -0.9% 157,874 $78.5M
Meeder Advisory Services, Inc. 4.07% Add +6.3% 157,862 $78.5M
First Horizon Advisors, Inc. 2.04% Reduce -1.6% 157,600 $78.4M
Narwhal Capital Management 6.28% Reduce -2.1% 157,248 $78.2M
Nicholas Hoffman & Company, LLC. 2.02% Add +1.0% 156,985 $78.1M
Granite Investment Partners, LLC 3.80% Reduce -2.0% 156,412 $77.8M
Forbes J M & Co. LLP 7.11% Reduce -1.0% 156,353 $77.8M
Delta Global Management LP 5.19% Add +2319.3% 156,141 $77.7M
Patten & Patten Inc. 5.02% Reduce -2.3% 155,996 $77.6M
GAMMA Investing LLC 4.89% Add +25.1% 155,584 $77.4M
FUKOKU MUTUAL LIFE INSURANCE Co 4.88% Reduce -1.3% 154,157 $76.7M
Level Four Advisory Services, LLC 2.82% Add +3.1% 153,636 $76.4M
First National Bank of Omaha 4.95% Reduce -3.1% 153,511 $76.4M
Sowell Financial Services LLC 3.11% Reduce -0.1% 153,384 $76.3M
Adell Harriman & Carpenter Inc. 5.05% Reduce -0.8% 153,206 $76.2M
Summitry LLC 3.46% Add +2.5% 153,107 $76.2M
Pallas Capital Advisors LLC 2.90% Reduce -0.2% 153,069 $76.1M
Madison Asset Management, LLC 0.82% Reduce -6.0% 152,923 $76.1M
Tower Bridge Advisors 8.29% Reduce -2.4% 152,792 $76.0M
Fishman Jay A Ltd. 7.27% Add +0.8% 152,612 $75.9M
Bard Financial Services, Inc. 9.04% Reduce -1.3% 152,259 $75.7M
Boston Common Asset Management, LLC 2.11% Reduce -2.8% 151,459 $75.3M
Hollencrest Capital Management 3.22% Add +2.3% 151,327 $75.3M
Waycross Partners, LLC 7.07% Add +3.3% 150,898 $75.1M
Great Valley Advisor Group, Inc. 1.66% Reduce -9.4% 150,669 $74.9M
Dynamic Advisor Solutions LLC 2.31% Reduce -0.7% 150,579 $74.9M
BLB&B Advisors, LLC 3.50% Reduce -1.4% 150,554 $74.9M
Act Two Investors LLC 15.28% Reduce -0.8% 150,484 $74.9M
YHB Investment Advisors, Inc. 5.77% Reduce -0.8% 150,382 $74.8M
M & L Capital Management Ltd 16.86% No change 150,200 $74.7M
Trust Co. of Toledo NA 8.24% Reduce -1.3% 150,177 $74.7M
Mizuho Markets Americas LLC 2.46% No change 150,000 $74.6M
Fort Sheridan Advisors LLC 10.61% Reduce -1.3% 149,746 $74.5M
Marble Harbor Investment Counsel, LLC 8.11% Reduce -1.6% 149,658 $74.4M
Petrus Trust Company, LTA 7.71% Reduce -7.2% 149,462 $74.3M
Modern Wealth Management, LLC 1.82% Add +2.6% 148,654 $73.9M
NorthRock Partners, LLC 1.93% Add +6.0% 148,504 $73.9M
Smith Group Asset Management, LLC 4.80% Add +0.8% 147,282 $73.3M
Night Owl Capital Management, LLC 8.46% Add +11.9% 147,011 $73.1M
Baskin Financial Services Inc. 5.51% Reduce -0.7% 146,583 $72.9M
LGT Fund Management Co Ltd. 6.34% Reduce -9.0% 145,476 $72.4M
Academy Capital Management 10.32% Add +0.9% 145,216 $72.2M
Kinetic Partners Management, LP 3.95% Add +224.5% 145,081 $72.2M
Nan Shan Life Insurance Co., Ltd. 1.60% Reduce -63.8% 144,842 $72.0M
Colonial Trust Advisors 5.93% Add +0.5% 144,328 $71.8M
Washington Trust Bank 6.05% Add +34.3% 144,321 $71.8M
Mgo One Seven LLC 2.32% Add +11.3% 144,305 $71.8M
Oak Associates Ltd. 4.68% Add +1.6% 143,911 $71.6M
Ulysses Management LLC 15.42% No change 143,774 $71.5M
FRG Family Wealth Advisors LLC 12.40% Reduce -0.9% 143,395 $71.3M
Arkadios Wealth Advisors 2.13% Add +8.2% 142,668 $71.0M
Wedge Capital Management L L P 1.27% Reduce -8.2% 142,545 $70.9M
Matrix Asset Advisors Inc. 7.15% Reduce -0.7% 142,135 $70.7M
HUB Investment Partners, LLC 2.47% Add +2.3% 142,086 $70.7M
Hemenway Trust Co LLC 5.46% Reduce -0.0% 141,840 $70.6M
V-Square Quantitative Management LLC 9.42% Reduce -0.6% 141,388 $70.3M
Guardian Capital LP 2.48% Add +2.1% 141,012 $70.1M
China Universal Asset Management Co., Ltd. 6.60% Reduce -14.1% 140,995 $70.1M
Diversify Advisory Services, LLC 2.68% Add +57.5% 132,367 $70.1M
Beese Fulmer Investment Management, Inc. 5.21% Add +4.6% 140,565 $69.9M
SteelPeak Wealth, LLC 2.72% Reduce -16.9% 140,391 $69.8M
Boston Family Office LLC 4.63% Add +1.2% 140,080 $69.7M
Atria Wealth Solutions, Inc. 1.57% Reduce -56.7% 139,747 $69.6M
Albion Financial Group 4.52% Add +0.5% 139,107 $69.2M
Roundview Capital LLC 4.61% Add +0.5% 138,778 $69.0M
Cadence Bank 4.55% Add +1.8% 138,708 $69.0M
Osborne Partners Capital Management, LLC 3.66% Reduce -2.8% 138,350 $68.8M
Bellevue Asset Management, LLC 33.46% Reduce -1.0% 138,211 $68.7M
Levin Capital Strategies, L.P. 6.75% Add +0.4% 138,091 $68.7M
C Partners Holding GmbH 15.08% Add +16.0% 137,946 $68.6M
Private Advisory Group LLC 6.38% Add +0.9% 137,140 $68.2M
First American Trust, FSB 5.42% Add +0.0% 136,325 $67.8M
Montag A & Associates Inc. 3.31% Reduce -5.4% 136,230 $67.8M
Nellore Capital Management LLC 7.60% Reduce -9.9% 136,200 $67.7M
Praxis Investment Management Inc. 4.35% No change 135,978 $67.6M
True Blue (BVI) Ltd 39.18% No change 135,620 $67.5M
Sigma Planning Corp 2.03% Reduce -10.7% 135,455 $67.4M
Palisade Asset Management, LLC 6.69% Reduce -1.4% 135,234 $67.3M
Lowe Brockenbrough & Co. Inc. 3.78% Reduce -0.2% 135,211 $67.3M
HS Management Partners, LLC 5.48% Reduce -12.7% 135,055 $67.2M
Northeast Financial Consultants Inc 2.74% Reduce -5.1% 134,971 $67.1M
Baxter Bros Inc. 8.20% Reduce -0.9% 134,712 $67.0M
Gerber Kawasaki Wealth & Investment Management 2.59% Reduce -1.6% 134,616 $67.0M
Wendell David Associates Inc. 6.69% Reduce -0.9% 133,796 $66.6M
Longbow Finance SA 7.09% Add +9.4% 133,484 $66.4M
Sonora Investment Management Group, LLC 4.92% Add +1.0% 133,243 $66.3M
Robertson Stephens Wealth Management, LLC 2.30% Add +6.8% 133,229 $66.3M
Parsons Capital Management Inc. 4.06% Reduce -31.9% 132,882 $66.1M
Baltimore-Washington Financial Advisors, Inc. 3.08% Add +5.2% 132,761 $66.0M
Tran Capital Management, L.P. 7.76% Reduce -1.5% 132,590 $66.0M
Jackson Wealth Management, LLC 7.17% Reduce -1.4% 132,422 $65.9M
Alps Advisors Inc. 0.38% Reduce -2.8% 132,364 $65.8M
Stonebridge Capital Advisors LLC 5.00% Reduce -0.0% 132,326 $65.8M
Beaumont Financial Advisors, LLC 4.76% Reduce -1.0% 132,275 $65.8M
Caisse Des Depots Et Consignations 2.75% No change 132,213 $65.8M
Ashton Thomas Private Wealth, LLC 2.32% Add +0.1% 132,144 $65.7M
Equitable Trust Co. 3.27% Add +2.0% 132,078 $65.7M
Penobscot Investment Management Company, Inc. 5.62% Reduce -1.0% 132,068 $65.7M
Trexquant Investment LP 0.74% Add +894.1% 131,983 $65.6M
Twin Capital Management Inc. 6.98% Add +0.9% 131,974 $65.6M
Dupont Capital Management Corp. 7.05% Reduce -11.3% 131,914 $65.6M
Philadelphia Trust Co. 5.03% Reduce -3.9% 131,706 $65.5M
Spire Wealth Management 2.35% Reduce -27.7% 132,409 $65.5M
CreativeOne Wealth, LLC 1.71% Add +6.8% 131,191 $65.3M
Burns J W & Co. Inc. 7.91% Reduce -0.8% 131,014 $65.2M
Bedrijfstakpensioenfonds Voor DE Media Pno 9.00% No change 153,700 $65.1M
Morningstar Investment Management LLC 5.67% Add +1.3% 130,004 $64.7M
Yarbrough Capital, LLC 2.30% No change 129,794 $64.6M
Weitz Investment Management, Inc. 3.46% Reduce -3.7% 129,475 $64.4M
Avity Investment Management Inc. 4.77% Add +2.1% 129,159 $64.2M
Hilltop Holdings Inc. 4.10% Reduce -0.9% 128,748 $64.0M
KMG Fiduciary Partners, LLC 4.74% Add +1.6% 128,490 $63.9M
Bank of Hawaii 3.34% Add +0.8% 127,172 $63.3M
Cobblestone Capital Advisors LLC 3.23% Add +1.7% 126,775 $63.1M
Petredis Investment Advisors LLC 5.51% Add +0.9% 126,449 $62.9M
Burney Co./ 2.13% Add +2.0% 126,258 $62.8M
Van Cleef Asset Management,Inc 6.75% Reduce -0.5% 125,977 $62.7M
SCS Capital Management LLC 0.69% Add +67.1% 125,739 $62.5M
MASTERINVEST Kapitalanlage GmbH 6.57% — 125,718 $62.5M
Stony Point Capital LLC 4.90% Add +57.1% 124,820 $62.1M
Callahan Advisors, LLC 5.57% Reduce -0.1% 124,628 $62.0M
IHT Wealth Management, LLC 1.70% Reduce -1.5% 124,335 $61.8M
Kimelman & Baird, LLC 5.03% Reduce -0.2% 124,280 $61.8M
United American Securities Inc. (d/b/a UAS Asset Management) 13.30% Add +4.8% 123,970 $61.7M
One Capital Management, LLC 2.13% Add +23.7% 123,322 $61.3M
Evoke Wealth, LLC 1.44% Add +5.6% 123,201 $61.3M
Martingale Asset Management L P 1.50% Reduce -3.6% 123,185 $61.3M
PFG Investments, LLC 3.59% Reduce -0.6% 123,073 $61.2M
U.S. Capital Wealth Advisors, LLC 1.79% Reduce -7.0% 122,937 $61.2M
Founders Capital Management, LLC 10.49% Reduce -0.4% 122,842 $61.1M
Seven Grand Managers, LLC 7.33% New 122,793 $61.1M
TD Private Client Wealth LLC 1.50% Reduce -1.7% 122,537 $61.0M
Capital Analysts, LLC 2.03% Add +2.0% 122,518 $60.9M
GW Henssler & Associates Ltd. 3.24% Add +0.4% 121,970 $60.7M
Richard Bernstein Advisors LLC 1.50% Reduce -8.9% 121,884 $60.6M
GAMCO Investors 0.60% Add +4.2% 121,744 $60.6M
Geneos Wealth Management Inc. 1.48% Add +32.7% 121,719 $60.5M
B. Riley Wealth Advisors, Inc. 2.93% Reduce -45.4% 121,619 $60.5M
Strategy Capital LLC 4.06% Add +4.5% 121,298 $60.3M
Pittenger & Anderson Inc. 2.20% Reduce -2.3% 121,074 $60.2M
Fiduciary Alliance LLC 4.50% Add +18.4% 121,045 $60.2M
Chescapmanager LLC 10.09% No change 120,892 $60.1M
Hoey Investments, Inc. 9.00% Add +7.0% 120,829 $60.1M
Novare Capital Management LLC 4.88% Add +0.2% 120,568 $60.0M
L. Roy Papp & Associates, LLP 7.11% Reduce -0.3% 120,264 $59.8M
Frank, Rimerman Advisors LLC 4.02% Reduce -5.3% 120,223 $59.8M
Auxano Advisors, LLC 13.96% Add +1.6% 120,164 $59.8M
Hamilton Capital Partners Inc. 3.05% Add +8.2% 120,068 $59.7M
Greenbrier Partners Capital Management, LLC 4.37% No change 119,843 $59.6M
Tompkins Financial Corp. 5.47% Reduce -1.4% 119,627 $59.5M
Amica Mutual Insurance Co. 5.74% Reduce -1.4% 119,619 $59.5M
Chicago Partners Investment Group LLC 1.70% Add +4.0% 116,793 $59.1M
Ledyard National Bank 5.58% Reduce -1.8% 118,737 $59.1M
GC Wealth Management RIA, LLC 4.83% Add +129.8% 118,675 $59.0M
Grace & Mercy Foundation, Inc. 12.22% Reduce -8.3% 118,530 $59.0M
Vantage Investment Partners, LLC 4.29% Add +21.9% 118,460 $58.9M
S-Bank Fund Management Ltd 8.70% Reduce -14.0% 118,429 $58.9M
Coerente Capital Management 10.83% Reduce -2.1% 118,384 $58.9M
Appleton Partners Inc. 4.16% Reduce -3.3% 118,307 $58.8M
Manchester Global Management (UK) Ltd 8.45% Add +99.3% 117,845 $58.6M
Hudson Bay Capital Management LP 0.43% Reduce -81.3% 117,284 $58.3M
TCV Trust & Wealth Management, Inc. 5.09% Reduce -1.3% 117,086 $58.2M
Andra AP-fonden 0.81% Reduce -34.6% 116,986 $58.2M
Financiere des Professionnels - Fonds d'investissement inc. 3.51% Add +11.6% 116,598 $58.0M
Annex Advisory Services, LLC 1.40% Add +7.1% 116,541 $58.0M
Matthew Goff Investment Advisor, LLC 10.72% Reduce -1.2% 116,527 $58.0M
FourThought Financial Partners, LLC 5.70% Add +1.6% 115,991 $57.7M
Spinnaker Trust 3.46% Add +1.6% 115,732 $57.6M
Iron Gate Global Advisors LLC 6.41% Add +4.3% 115,580 $57.5M
Fulton Bank, N.A. 2.12% Reduce -1.6% 115,480 $57.4M
NJ State Employees Deferred Compensation Plan 6.78% No change 115,300 $57.4M
Carret Asset Management, LLC 6.12% Reduce -3.5% 115,239 $57.3M
Capital Investment Services of America, Inc. 5.24% Reduce -0.1% 115,100 $57.3M
Summit Partners Public Asset Management, LLC 2.23% New 115,000 $57.2M
Rheos Capital Works Inc. 3.27% Add +11.7% 114,300 $56.9M
Kiley Juergens Wealth Management, LLC 13.05% Reduce -0.9% 113,671 $56.5M
Dock Street Asset Management Inc. 5.28% Add +0.6% 112,879 $56.1M
Constitution Capital LLC 28.58% Add +4.3% 112,596 $56.0M
Stillwater Capital Advisors, LLC 7.11% Reduce -1.1% 112,398 $55.9M
Principle Wealth Partners LLC 3.48% Add +2.9% 112,017 $55.7M
Foster Dykema Cabot & Partners, LLC 3.91% Add +0.5% 111,885 $55.7M
RAM Investment Partners, LLC 11.67% Add +25.9% 111,778 $55.6M
King Wealth Management Group 7.53% Reduce -1.8% 111,539 $55.5M
Wilsey Asset Management Inc. 10.21% Add +0.0% 111,390 $55.4M
Visionary Wealth Advisors 2.82% Add +17.3% 111,176 $55.3M
Willis Investment Counsel 3.23% Add +6.4% 110,959 $55.2M
Kayne Anderson Rudnick Investment Management LLC 0.13% Reduce -1.9% 110,951 $55.2M
Sawgrass Asset Management LLC 6.26% Reduce -14.2% 110,758 $55.1M
Schnieders Capital Management LLC 9.71% Add +4.2% 110,674 $55.1M
W.G. Shaheen & Associates DBA Whitney & Co 5.42% Reduce -0.3% 110,507 $55.0M
BTC Capital Management, Inc. 4.49% Add +0.9% 110,703 $55.0M
Journey Strategic Wealth LLC 1.78% Add +27.4% 110,134 $54.8M
Sagespring Wealth Partners, LLC 1.18% Add +15.4% 109,705 $54.6M
Ascent Group, LLC 2.12% Reduce -7.0% 109,485 $54.5M
Rollins Financial Advisors, LLC 8.66% Reduce -3.8% 109,145 $54.3M
Jag Capital Management, LLC 6.09% Add +1.1% 109,138 $54.3M
Anderson Hoagland & Co. 5.18% Reduce -0.5% 109,122 $54.3M
Moran Wealth Management, LLC 1.68% Reduce -1.4% 108,815 $54.1M
Van Hulzen Asset Management, LLC 4.52% Add +1.3% 108,774 $54.1M
Valiant Capital Management, L.P. 4.16% Add +8.4% 108,595 $54.0M
Bensler, LLC 6.04% Reduce -0.7% 108,593 $54.0M
Fidelis Capital Partners, LLC 4.92% Add +2.5% 102,826 $54.0M
Venturi Wealth Management, LLC 2.66% Reduce -1.7% 108,158 $53.8M
Ramsay, Stattman, Vela & Price, Inc. 10.04% Reduce -3.8% 108,086 $53.8M
Alerus Financial NA 3.87% Add +0.1% 108,006 $53.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 4.77% Reduce -2.4% 107,758 $53.6M
Auto-Owners Insurance Co 1.19% Add +486.6% 107,545 $53.5M
Essex Financial Services, Inc. 3.50% Add +3.2% 107,225 $53.3M
One Wealth Capital Management, LLC 25.02% Reduce -0.3% 107,177 $53.3M
Blue Trust, Inc. 0.63% Add +3.0% 106,924 $53.2M
Strategic Wealth Partners, Ltd. 4.18% — 106,603 $53.0M
Financial Engines Advisors L.L.C. 0.11% Reduce -19.2% 106,284 $52.9M
Circle Wealth Management, LLC 1.17% Add +4.6% 106,211 $52.8M
German American Bancorp, Inc. 5.15% Reduce -0.6% 106,100 $52.8M
Wedmont Private Capital 2.25% Add +5.8% 104,758 $52.7M
Heritage Trust Co 6.08% Reduce -2.8% 105,921 $52.7M
180 Wealth Advisors, LLC 7.36% Reduce -5.3% 105,863 $52.7M
First Merchants Corp. 2.03% Reduce -2.6% 105,498 $52.5M
Orion Investment Co 18.56% Reduce -0.6% 105,418 $52.4M
Wellington Shields Capital Management, LLC 8.87% Reduce -6.2% 105,393 $52.4M
United Asset Strategies, Inc. 4.46% Add +0.6% 105,117 $52.3M
Linscomb Wealth, Inc. 2.40% Add +0.5% 105,000 $52.2M
MKP Capital Management, L.L.C. 2.68% New 105,000 $52.2M
CHURCHILL MANAGEMENT Corp 0.57% Add +2.8% 104,880 $52.2M
Cornerstone Capital, Inc. 5.46% Reduce -4.7% 104,875 $52.2M
Belmont Capital, LLC 7.91% Add +2.2% 104,568 $52.0M
Coronation Fund Managers Ltd. 2.82% Reduce -1.3% 104,534 $52.0M
Compound Planning, Inc. 1.96% Add +23.9% 104,243 $51.9M
Lynch & Associates 10.41% Reduce -0.6% 103,923 $51.7M
Quest Investment Management LLC 5.69% Add +5.2% 103,923 $51.7M
Garde Capital, Inc. 2.76% Add +1.9% 103,740 $51.6M
Manitou Investment Management Ltd. 9.79% Reduce -0.5% 103,502 $51.5M
WestEnd Advisors, LLC 1.27% Add +4.3% 103,097 $51.3M
Thoroughbred Financial Services, LLC 3.58% Reduce -21.9% 102,875 $51.2M
Anchor Investment Management, LLC 4.48% Reduce -2.2% 102,679 $51.1M
TenCore Partners, LP 23.07% Reduce -7.3% 102,591 $51.0M
Benchstone Capital Management LP 4.50% New 102,399 $50.9M
Archon Partners LLC 5.85% No change 102,000 $50.7M
Weatherly Asset Management L. P. 4.32% Reduce -1.1% 101,917 $50.7M
Evelyn Partners Investment Management Services Ltd 7.61% Add +3.2% 101,909 $50.7M
Sumitomo Mitsui Financial Group, Inc. 0.83% Reduce -2.5% 101,821 $50.6M
IFP Advisors, Inc 1.44% Reduce -1.9% 101,739 $50.6M
Greenwood Gearhart LLC 3.14% Reduce -5.5% 101,228 $50.4M
Auxier Asset Management LLC 7.38% Reduce -0.4% 100,953 $50.2M
Himension Capital (singapore) Pte. LTD. 3.92% Reduce -26.3% 100,925 $50.2M
Blue Chip Partners, LLC 4.09% Add +1.6% 100,870 $50.2M
Caliber Wealth Management, LLC / KS 5.39% Add +4.8% 100,848 $50.2M
Joel Isaacson & Co., LLC 2.04% Add +2.7% 100,826 $50.2M
Vestmark Advisory Solutions, Inc. 0.72% Add +9.2% 100,808 $50.1M
Johnson Financial Group, Inc. 2.26% Add +0.3% 100,799 $50.1M
American National Bank & Trust 5.13% Reduce -0.2% 100,782 $50.1M
Alberta Investment Management Corp 0.43% Reduce -70.2% 100,700 $50.1M
Means Investment Co., Inc. 4.74% Add +0.4% 100,649 $50.1M
Clarkston Capital Partners, LLC 1.06% Reduce -2.4% 100,370 $49.9M
Wishbone Management, LP 22.51% New 100,000 $49.7M
Interval Partners, LP 1.13% Add +1101.5% 99,740 $49.6M
Addenda Capital Inc. 1.77% Add +1.5% 99,033 $49.3M
Milestones Administradora de Recursos Ltda. 16.84% Reduce -1.9% 98,972 $49.2M
Montanova Capital, LLC 1.85% Reduce -45.1% 98,828 $49.2M
Blue Fin Capital, Inc. 8.29% Add +2.8% 97,919 $48.7M
Capco Asset Management, LLC 10.23% Reduce -2.0% 97,749 $48.6M
Simmons Bank 3.47% Reduce -0.3% 97,739 $48.6M
Clough Capital Partners L P 4.87% Reduce -12.4% 97,672 $48.6M
Silicon Valley Capital Partners 5.04% Reduce -6.4% 97,080 $48.3M
North Star Investment Management Corp. 3.35% Reduce -0.6% 96,617 $48.1M
Columbus Hill Capital Management, L.P. 7.09% Add +4.9% 96,404 $48.0M
Coalescence Partners Investment Management, LP 12.56% Reduce -5.4% 96,374 $47.9M
Lee Danner & Bass Inc. 3.73% Reduce -0.8% 96,327 $47.9M
Coastline Trust Co 5.45% Reduce -0.5% 95,730 $47.6M
Barlow Wealth Partners, LLC 5.70% Add +1.2% 96,912 $47.6M
Bath Savings Trust Co 4.81% Reduce -0.4% 95,570 $47.5M
Wealthcare Advisory Partners LLC 1.08% Add +4.0% 95,565 $47.5M
Schonfeld Strategic Advisors LLC 0.36% Add +231.0% 95,223 $47.4M
Ceredex Value Advisors LLC 1.02% Reduce -15.9% 95,125 $47.3M
Thompson Siegel & Walmsley LLC 0.80% Reduce -2.4% 95,070 $47.3M
TruWealth Advisors, LLC 2.60% Add +3.1% 95,066 $47.3M
Icon Wealth Advisors, LLC 3.35% Add +14.6% 94,709 $47.1M
Main Street Research LLC 2.93% Reduce -29.1% 94,702 $47.1M
Gladstone Institutional Advisory LLC 1.94% Reduce -2.9% 94,632 $47.1M
Denali Advisors LLC 4.90% Reduce -1.4% 94,608 $47.1M
Pennant Investors, LP 14.08% Add +24.6% 94,600 $47.1M
Mark Asset Management LP 5.62% Add +14.4% 94,347 $46.9M
Ninety One SA (Pty) Ltd 7.69% Reduce -0.4% 94,194 $46.8M
Sound View Wealth Advisors Group, LLC 3.46% Add +2.6% 94,120 $46.8M
Covington Investment Advisors Inc. 6.68% Add +0.3% 94,055 $46.8M
Leavell Investment Management, Inc. 2.09% Reduce -0.0% 93,809 $46.7M
Groupe des Assurances du Credit Mutuel 13.17% No change 93,600 $46.6M
VestGen Advisors, LLC 1.85% Add +0.9% 91,108 $46.5M
Rossmore Private Capital 5.42% Reduce -0.3% 93,154 $46.3M
Rwwm, Inc. 3.83% Reduce -0.9% 93,147 $46.3M
Fiduciary Group, LLC 4.36% Reduce -0.3% 93,120 $46.3M
Renaissance Group LLC 1.80% Reduce -3.5% 92,992 $46.3M
Te Ahumairangi Investment Management Ltd 8.27% Reduce -0.9% 92,922 $46.2M
Columbia Asset Management 9.08% Reduce -0.7% 92,860 $46.2M
CapWealth Advisors, LLC 4.55% Reduce -0.3% 92,709 $46.1M
CX Institutional 1.60% Add +9.8% 92,380 $46.0M
Harbor Investment Advisory, LLC 4.09% Reduce -0.1% 146,038 $45.9M
Syon Capital LLC 3.04% Add +9.5% 92,295 $45.9M
Journey Advisory Group, LLC 3.56% Add +1.3% 92,009 $45.8M
SlateStone Wealth, LLC 4.28% Reduce -0.8% 91,929 $45.7M
Folger Nolan Fleming Douglas Capital Management, Inc. 5.07% Reduce -3.1% 91,813 $45.7M
Verdence Capital Advisors LLC 3.11% Add +9.0% 91,580 $45.6M
Country Club Bank 2.86% Reduce -1.6% 91,845 $45.5M
Knollwood Investment Advisory, LLC 4.36% No change 91,230 $45.4M
ProVise Management Group, LLC 3.58% Add +1.2% 91,229 $45.4M
Smithfield Trust Co 2.14% Reduce -0.1% 91,138 $45.3M
Stratos Investment Management, LLC 2.07% Add +4.5% 90,978 $45.3M
Tamar Securities, LLC 5.50% Reduce -0.4% 90,914 $45.2M
Untitled Investments LP 12.36% Reduce -8.0% 90,893 $45.2M
Cornerstone Wealth Group, LLC 3.38% Add +25.8% 90,702 $45.1M
Pine Valley Investments Ltd Liability Co 2.65% Reduce -7.1% 90,660 $45.1M
Invictus Private Wealth, LLC 3.08% Add +0.3% 90,539 $45.0M
Ironwood Investment Counsel, LLC 6.94% Reduce -0.7% 90,351 $44.9M
Managed Asset Portfolios, LLC 5.84% Reduce -0.7% 90,326 $44.9M
SG Americas Securities, LLC 0.20% Reduce -71.0% 90,205 $44.9M
Lyell Wealth Management, LP 3.54% Add +4.0% 90,100 $44.8M
Graypoint LLC 2.52% Add +5.4% 89,961 $44.7M
Insigneo Advisory Services, LLC 3.84% Add +6.9% 89,785 $44.7M
SummitTX Capital, L.P. 1.97% Add +3031.3% 89,742 $44.6M
American Assets Investment Management, LLC 3.58% No change 89,650 $44.6M
Jefferies Financial Group Inc. 0.77% Add +283.6% 89,547 $44.5M
Simplicity Wealth,LLC 1.85% Add +90.5% 89,524 $44.5M
Two Creeks Capital Management, LP 2.96% New 89,471 $44.5M
Resources Management Corp. /CT/ 6.01% Reduce -2.6% 88,955 $44.2M
Parallax Volatility Advisers, L.P. 2.17% Reduce -20.7% 88,854 $44.2M
HBK Sorce Advisory LLC 1.20% Add +1.0% 88,714 $44.1M
Cullen Investment Group, LTD. 6.22% Add +0.8% 88,611 $44.1M
Three Seasons Wealth, LLC 5.05% Add +812.6% 88,580 $44.1M
Hohimer Wealth Management, LLC 7.90% Reduce -0.2% 88,527 $44.0M
Marco Investment Management LLC 3.67% Add +1.6% 88,513 $44.0M
Trinity Street Asset Management LLP 3.02% Add +0.5% 88,457 $44.0M
Allen Operations LLC 6.05% No change 88,383 $44.0M
Pitcairn Co. 2.87% Reduce -10.9% 88,192 $43.9M
Steigerwald, Gordon & Koch Inc. 4.62% Add +1.6% 88,003 $43.8M
Jacobs & Co. 4.34% Reduce -2.9% 87,969 $43.8M
LaFleur & Godfrey LLC 5.45% Reduce -1.4% 87,740 $43.6M
Randolph Co Inc 4.47% Add +2.4% 87,738 $43.6M
Clare Market Investments LLC 9.66% Reduce -5.8% 87,488 $43.5M
Bridgeway Capital Management, LLC 1.03% Add +1.1% 87,448 $43.5M
Checchi Capital Advisers, LLC 3.03% Reduce -2.3% 87,388 $43.5M
Mather Group, Llc. 0.46% Add +0.7% 87,351 $43.4M
CSM Advisors, LLC 1.26% Add +4.2% 87,091 $43.3M
Canandaigua National Bank & Trust Co. 4.02% Add +4.4% 87,026 $43.3M
Savvy Advisors, Inc. 2.88% Add +50.5% 86,829 $43.2M
Belpointe Asset Management LLC 1.80% Add +11.1% 86,799 $43.2M
Overbrook Management Corp 8.03% Add +9.6% 86,654 $43.1M
Lakeside Advisors, INC. 27.71% Reduce -10.3% 86,420 $43.0M
Ivy Lane Capital Management, LLC 23.57% No change 86,000 $42.8M
Orange Investment Advisors, Inc. 4.68% Reduce -2.5% 85,875 $42.7M
DE Burlo Group Inc. 5.62% Add +43.4% 85,799 $42.7M
Sky Investment Group LLC 7.66% Reduce -3.0% 85,712 $42.6M
Trust Asset Management LLC 3.16% No change 85,614 $42.6M
Mirabaud & Cie SA 13.54% Reduce -3.8% 85,537 $42.5M
First Nebraska Trust Co 4.07% Reduce -0.3% 85,494 $42.5M
Wallington Asset Management, LLC 5.97% Add +0.6% 85,327 $42.4M
International Assets Investment Management, LLC 3.42% Reduce -6.6% 85,115 $42.3M
Angeles Wealth Management, LLC 2.90% Add +9.6% 84,921 $42.2M
Pictet North America Advisors SA 4.24% Reduce -7.0% 85,224 $42.2M
Global X Japan Co., Ltd. 4.28% Reduce -6.7% 84,856 $42.2M
Schmidt P J Investment Management Inc. 7.27% Reduce -1.7% 84,576 $42.1M
AlTi Global, Inc. 1.05% Add +5.8% 84,019 $41.9M
Culbertson A N & Co. Inc. 6.44% Reduce -1.7% 84,292 $41.9M
AMS Capital Ltda 15.82% Reduce -13.0% 84,223 $41.9M
Palisade Capital Management, LP 1.35% Add +2.3% 84,188 $41.9M
Bank of Nova Scotia Trust Co. 4.11% Reduce -0.2% 84,020 $41.8M
Pinnacle Wealth Management Advisory Group, LLC 3.47% Add +2.0% 84,014 $41.8M
First National Advisers, LLC 6.10% Reduce -0.8% 83,780 $41.7M
Armistice Capital, LLC 1.58% Reduce -36.6% 83,737 $41.7M
L1 Capital International Pty Ltd 10.19% Add +0.6% 79,583 $41.5M
Goelzer Investment Management, Inc. 2.27% Reduce -0.5% 83,361 $41.5M
Avestar Capital, LLC 3.03% Add +10.7% 83,306 $41.4M
1ST Source Bank 2.28% Add +0.1% 83,217 $41.4M
Edge Wealth Management LLC 7.96% Add +0.8% 82,917 $41.4M
Shufro Rose & Co. LLC 3.35% Reduce -1.4% 110,066 $41.3M
Rings Capital Management LLC 19.97% No change 83,000 $41.3M
Moody National Bank Trust Division 3.77% Reduce -1.4% 82,923 $41.2M
Woodmont Investment Counsel LLC 2.72% Add +0.5% 82,893 $41.2M
Hunter Associates Investment Management LLC 6.12% Reduce -6.1% 82,899 $41.2M
Janney Capital Management LLC 2.66% Reduce -1.7% 82,816 $41.2M
Oxbow Advisors, LLC 4.57% Reduce -1.3% 82,659 $41.1M
Value Partners Investments Inc. 3.21% Reduce -23.4% 82,664 $41.1M
Tritonpoint Wealth, LLC 3.80% Reduce -2.0% 82,595 $41.1M
Howe & Rusling Inc. 3.03% Reduce -1.1% 82,564 $41.1M
Dash Acquisitions Inc. 8.70% Reduce -3.4% 81,153 $41.1M
Trybe Capital Management LP 10.01% Add +26.4% 82,503 $41.0M
Wedgewood Partners Inc. 7.96% Reduce -0.7% 76,605 $41.0M
Progressive Investment Management Corp 10.44% Reduce -1.1% 82,357 $41.0M
St Germain D J Co. Inc. 1.77% Add +2.3% 82,311 $40.9M
LS Investment Advisors, LLC 5.98% Reduce -2.1% 82,294 $40.9M
Qtron Investments LLC 5.23% Add +0.8% 82,230 $40.9M
Nemes Rush Group LLC 4.45% Add +4.5% 82,131 $40.9M
CapitalatWork S.A. 1.24% Reduce -7.7% 82,012 $40.8M
PKO Investment Management Joint-Stock Co 4.38% Reduce -21.1% 82,000 $40.8M
Ithaka Group LLC 6.97% Add +2.0% 81,856 $40.7M
ARS Wealth Advisors Group, LLC 4.70% Add +0.0% 81,797 $40.7M
Fagan Associates, Inc. 6.29% Reduce -3.3% 81,794 $40.7M
River Wealth Advisors LLC 5.05% Add +2.6% 81,743 $40.7M
MainStreet Investment Advisors LLC 5.62% Reduce -3.9% 81,733 $40.7M
Jaffetilchin Investment Partners, LLC 2.66% Add +0.2% 81,713 $40.6M
Courier Capital LLC 2.46% Reduce -0.6% 81,502 $40.5M
Forum Financial Management, LP 0.61% Add +0.3% 81,202 $40.4M
Transcend Capital Advisors, LLC 3.12% Reduce -15.8% 80,897 $40.2M
Zions Bancorporation, National Association 2.15% Add +1.0% 80,425 $40.0M
Western Wealth Management, LLC 2.37% Add +1.1% 80,211 $39.9M
Hillman Co. 15.16% No change 80,136 $39.9M
Integrated Advisors Network LLC 1.80% Reduce -2.6% 80,070 $39.8M
Cincinnati Casualty Co. 21.07% No change 80,000 $39.8M
Proem Advisors LLC 10.52% Add +33.3% 80,000 $39.8M
Central Securities Corp 3.51% No change 80,000 $39.8M
Apella Capital, LLC 1.08% Add +1.4% 79,821 $39.7M
Pure Financial Advisors, LLC 0.70% Add +40.2% 79,789 $39.7M
Calydon Capital 3.88% Add +194.7% 79,546 $39.6M
Junto Capital Management LP 0.84% Reduce -41.6% 79,366 $39.5M
Professional Advisory Services Inc. 4.85% Reduce -16.2% 78,910 $39.3M
First Fiduciary Investment Counsel, Inc. 7.77% Reduce -1.9% 78,743 $39.2M
Absher Wealth Management, LLC 4.85% Reduce -10.4% 78,720 $39.2M
DSG Capital Advisors, LLC 6.96% Add +1.4% 78,662 $39.1M
Fulcrum Capital LLC 8.27% Reduce -0.1% 78,598 $39.1M
SP Asset Management LLC 3.22% Reduce -2.3% 78,510 $39.1M
Kennedy Capital Management LLC 0.93% Reduce -17.4% 78,481 $39.0M
Griffin Asset Management, Inc. 4.60% Reduce -2.4% 78,385 $39.0M
Mirova 5.50% Add +15.5% 78,330 $39.0M
Makena Capital Management LLC 3.89% Reduce -6.3% 78,159 $38.9M
EDENTREE ASSET MANAGEMENT Ltd 10.76% Add +10.3% 78,101 $38.8M
Onex Canada Asset Management Inc. 4.73% Add +4.3% 78,014 $38.8M
United Bank 4.63% Reduce -2.4% 77,794 $38.7M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 10.88% Add +5.2% 77,776 $38.7M
South Street Advisors LLC 5.73% Reduce -2.5% 77,667 $38.6M
ICICI Prudential Asset Management Co Ltd 4.79% Reduce -1.1% 77,369 $38.5M
Pennsylvania Capital Management Inc. 12.33% Reduce -11.6% 77,291 $38.4M
GLOBALT Investments LLC / GA 1.47% Reduce -4.1% 77,262 $38.4M
Iyo Bank, Ltd. 15.52% No change 77,222 $38.4M
Nexus Investment Management ULC 5.73% Add +0.1% 77,120 $38.4M
Hilton Capital Management, LLC 3.06% Reduce -0.8% 77,082 $38.3M
Nishkama Capital, LLC 6.28% New 77,038 $38.3M
Svenska Handelsbanken AB (publ) 36.13% New 76,995 $38.3M
Abner Herrman & Brock LLC 4.26% Reduce -0.8% 76,729 $38.2M
M. Kraus & Co 11.17% Reduce -1.0% 76,516 $38.1M
Coastal Bridge Advisors, LLC 3.15% Add +0.2% 76,386 $38.0M
CHICAGO TRUST Co NA 5.43% Add +12.1% 76,359 $38.0M
BBR Partners, LLC 2.36% Reduce -0.1% 76,349 $38.0M
Bar Harbor Wealth Management 2.43% Reduce -4.7% 76,273 $37.9M
SRS Investment Management, LLC 0.39% New 76,174 $37.9M
Verity & Verity, LLC 3.25% Reduce -0.7% 76,101 $37.9M
Jasper Ridge Partners, L.P. 0.95% No change 76,091 $37.8M
JGP Wealth Management, LLC 4.57% Add +1.6% 75,750 $37.7M
Arvest Bank Trust Division 2.19% Add +42.5% 75,599 $37.6M
CenterBook Partners LP 2.09% Reduce -16.7% 75,561 $37.6M
Hills Bank & Trust Co 2.37% Reduce -1.1% 75,469 $37.5M
Vicus Capital 3.12% Reduce -0.3% 75,428 $37.5M
Private Trust Co. NA 3.56% Reduce -0.1% 75,203 $37.4M
James Investment Research, Inc. 4.44% Reduce -1.7% 75,123 $37.4M
Mechanics Bank Trust Department 5.36% Reduce -6.5% 75,097 $37.4M
Foyston, Gordon & Payne Inc 8.46% Add +3.9% 74,670 $37.1M
Caldwell Trust Co 3.71% Add +0.4% 74,659 $37.1M
Tenere Capital LLC 9.50% Add +11.0% 74,556 $37.1M
Hoffman, Alan N Investment Management 18.25% Reduce -0.5% 74,417 $37.0M
Bourne Lent Asset Management Inc. 14.31% Reduce -0.3% 74,326 $37.0M
Leonteq Securities AG 2.17% Reduce -31.4% 74,201 $36.9M
Walter Public Investments Inc. 6.25% Add +38.4% 74,132 $36.9M
Dividend Assets Capital, LLC 6.70% Reduce -3.5% 74,130 $36.9M
Spirepoint Private Client, LLC 4.16% Add +0.7% 74,130 $36.9M
NZS Capital, LLC 1.25% Reduce -55.1% 74,048 $36.8M
GHP Investment Advisors, Inc. 1.63% Add +0.8% 74,038 $36.8M
Cohen Capital Management, Inc. 5.99% Add +1.0% 74,036 $36.8M
Tufton Capital Management 7.00% Reduce -2.6% 74,016 $36.8M
StoneX Group Inc. 1.79% Add +4.4% 73,969 $36.8M
Greatmark Investment Partners, Inc. 4.60% Reduce -1.1% 73,669 $36.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 4.72% Add +8.3% 73,577 $36.6M
Perennial Advisors, LLC 6.80% Reduce -3.1% 73,575 $36.6M
Clear Harbor Asset Management, LLC 2.75% Add +0.8% 73,574 $36.6M
Nicola Wealth Management LTD. 3.43% No change 73,560 $36.6M
Bridgewater Advisors Inc. 2.78% Add +2.0% 71,216 $36.5M
Peachtree Investment Partners, LLC 13.92% Reduce -6.5% 73,322 $36.5M
Coleford Investment Management Ltd. 9.41% Reduce -0.4% 73,261 $36.4M
Zevin Asset Management LLC 5.24% Reduce -0.4% 73,248 $36.4M
Premier Fund Managers Ltd 1.33% Add +13.3% 73,383 $36.4M
Intrust Bank NA 3.22% Add +1.6% 73,115 $36.4M
Lingotto Investment Management LLP 0.78% Reduce -19.4% 73,009 $36.3M
Mitchell Capital Management Co. 6.78% Reduce -12.9% 71,084 $36.3M
Parcion Private Wealth LLC 2.58% Add +0.2% 72,759 $36.2M
Keystone Investors Pte Ltd. 7.46% Reduce -28.9% 72,628 $36.1M
Larson Financial Group LLC 1.45% Add +17.0% 72,616 $36.1M
Naples Global Advisors, LLC 3.10% Add +0.3% 72,458 $36.0M
Cypress Capital Group 4.48% Add +1.5% 72,392 $36.0M
Cigna Investments Inc. 6.17% Reduce -2.5% 72,386 $36.0M
Nations Financial Group Inc, /Ia/ 2.47% Add +2.6% 72,254 $35.9M
AMG National Trust Bank 0.94% Add +0.1% 72,254 $35.9M
Westchester Capital Management, Inc. 8.45% Reduce -0.3% 72,231 $35.9M
SageView Advisory Group, LLC 1.36% Add +2.9% 70,032 $35.9M
Westerkirk Capital Inc. 4.42% — 72,061 $35.8M
Horiko Capital Management LLC 9.36% Reduce -2.3% 72,076 $35.8M
Valley Wealth Managers, Inc. 2.58% Reduce -4.7% 71,985 $35.8M
Exchange Capital Management, Inc. 5.34% Reduce -0.8% 71,967 $35.8M
Independence Bank of Kentucky 5.07% Add +0.7% 71,947 $35.8M
Procyon Advisors, LLC 3.38% Reduce -47.7% 71,869 $35.7M
Webster Bank, N. A. 3.69% Reduce -3.3% 71,674 $35.7M
Nelson Capital Management, LLC 4.71% Add +0.3% 71,665 $35.6M
Rice Partnership, LLC 6.18% Reduce -2.8% 71,494 $35.6M
Cutler Investment Counsel LLC 3.96% Add +0.3% 71,473 $35.6M
Townsquare Capital LLC 3.46% Reduce -85.4% 71,454 $35.5M
Godsey & Gibb, Inc. 3.32% Reduce -0.1% 71,280 $35.5M
Waratah Capital Advisors Ltd. 2.41% Add +1200.2% 71,157 $35.4M
Monetary Management Group Inc. 8.69% Reduce -0.5% 71,003 $35.3M
Azzad Asset Management Inc. 3.78% Add +2.2% 70,903 $35.3M
MIG Capital, LLC 3.71% No change 70,815 $35.2M
Algert Global LLC 0.73% Add +1.2% 70,530 $35.1M
Holderness Investments Co. 7.55% Add +0.7% 70,526 $35.1M
Rothschild Investment LLC 2.20% Add +0.9% 70,504 $35.1M
Paragon Capital Management Ltd 6.41% Reduce -0.7% 70,295 $35.0M
Foster Victor Wealth Advisors, LLC 2.37% Add +5.9% 69,306 $34.9M
Smartleaf Asset Management LLC 3.07% Reduce -10.9% 70,216 $34.8M
Cartenna Capital, LP 2.13% New 70,000 $34.8M
11 Capital Partners LP 10.94% Reduce -23.1% 69,938 $34.8M
RNC Capital Management LLC 1.69% Reduce -1.2% 69,894 $34.8M
Community Financial Services Group, LLC 6.90% Reduce -1.8% 69,763 $34.7M
Flagship Harbor Advisors, LLC 1.64% Reduce -3.9% 69,697 $34.7M
GM Advisory Group, LLC 1.71% Add +19.0% 69,594 $34.6M
Galvin, Gaustad & Stein, LLC 3.02% Reduce -1.6% 69,533 $34.6M
Clarity Financial LLC 3.72% Reduce -13.9% 69,506 $34.6M
Point72 Europe (London) LLP 1.78% Add +22.8% 69,495 $34.6M
Princeton Global Asset Management LLC 6.27% Reduce -2.4% 69,451 $34.5M
Ibex Wealth Advisors 3.68% Add +1.3% 69,420 $34.5M
Segment Wealth Management, LLC 2.19% Reduce -2.8% 69,303 $34.5M
Buckley Wealth Management, LLC 10.31% Reduce -3.2% 69,284 $34.5M
Legacy Private Trust Co. 2.22% Reduce -4.9% 69,211 $34.4M
Pettyjohn, Wood & White, Inc. 6.12% Add +0.1% 68,881 $34.3M
McRae Capital Management Inc. 7.01% Reduce -2.7% 68,843 $34.2M
Wellington Shields & Co., LLC 9.69% Add +0.1% 68,792 $34.2M
CCM Investment Advisers LLC 3.69% Reduce -2.9% 68,790 $34.2M
Cadinha & Co. LLC 5.68% Add +99.5% 68,788 $34.2M
Missouri Trust & Investment Co 11.17% Add +0.0% 68,716 $34.2M
Cassaday & Co Wealth Management LLC 0.85% Add +4.8% 68,667 $34.2M
AlphaCore Capital LLC 1.30% Add +27.5% 68,637 $34.1M
Trifecta Capital Advisors, LLC 5.68% Add +11.6% 68,603 $34.1M
Pioneer Trust Bank N A 8.70% Reduce -1.6% 68,517 $34.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7.23% Add +13.2% 68,482 $34.1M
Zuckerman Investment Group, LLC 3.30% Add +4.1% 68,290 $34.0M
Titan Global Capital Management USA LLC 5.35% Add +20.5% 68,247 $33.9M
Claret Asset Management Corp 4.42% Reduce -0.6% 68,190 $33.9M
Hartline Investment Corp./ 3.89% Reduce -7.6% 68,158 $33.9M
Red Door Wealth Management, LLC 4.06% Add +12.1% 68,141 $33.9M
Cornerstone Wealth Management, LLC 2.05% Add +4.2% 68,046 $33.8M
WCG Wealth Advisors LLC 2.19% Reduce -2.1% 68,017 $33.8M
Madrona Financial Services, LLC 8.11% Add +0.7% 67,983 $33.8M
Covenant Asset Management, LLC 6.95% Add +0.4% 67,974 $33.8M
Teamwork Financial Advisors, LLC 4.15% Add +68.1% 67,893 $33.8M
Prosperity Consulting Group, LLC 2.47% Reduce -0.3% 67,917 $33.8M
Sand Hill Global Advisors, LLC 1.25% Add +1.9% 67,789 $33.7M
Hutchinson Capital Management 6.15% Reduce -1.5% 67,708 $33.7M
Boothbay Fund Management, LLC 1.07% Add +415.0% 67,671 $33.7M
Capital Group Investment Management Pte. LTD. 5.98% Add +1.7% 67,532 $33.6M
Focus Financial Network, Inc. 1.32% Reduce -16.0% 67,452 $33.6M
Thompson Investment Management, Inc. 4.73% Add +0.8% 67,171 $33.4M
Benin Management CORP 8.71% Add +1.2% 67,107 $33.4M
Meiji Yasuda Life Insurance Co 0.99% Reduce -72.0% 66,932 $33.3M
Parr McKnight Wealth Management Group, LLC 4.57% Reduce -8.2% 66,899 $33.3M
Forvis Mazars Wealth Advisors, LLC 0.72% Reduce -0.4% 66,817 $33.2M
Anchor Capital Advisors LLC 0.97% Reduce -2.6% 66,585 $33.1M
Northside Capital Management, LLC 2.52% Add +108.0% 66,527 $33.1M
Burling Wealth Partners, LLC 6.09% Add +5.1% 66,345 $33.0M
Whitebark Investors LP 15.89% Reduce -8.3% 66,139 $32.9M
Blackhill Capital Inc. 1.89% Reduce -8.3% 66,050 $32.9M
First Financial Bank - Trust Division 2.88% Reduce -0.1% 65,831 $32.7M
Connors Investor Services Inc. 2.90% Reduce -18.4% 65,765 $32.7M
Sava Infond d.o.o. 5.11% Reduce -13.3% 65,760 $32.7M
Harbour Investments, Inc. 0.83% Reduce -1.4% 65,734 $32.7M
Aaron Wealth Advisors LLC 3.34% Add +7.8% 65,688 $32.7M
Rempart Asset Management Inc. 6.27% Reduce -5.0% 65,655 $32.7M
ADAPT Investment Managers SA 11.24% Reduce -33.9% 65,600 $32.6M
Hillsdale Investment Management Inc. 1.20% Add +407.7% 65,564 $32.6M
Cooper Creek Partners Management LLC 1.08% Reduce -26.2% 65,551 $32.6M
SeaCrest Wealth Management, LLC 3.54% Reduce -9.8% 65,455 $32.6M
Guardian Partners Inc. 2.91% Reduce -1.4% 64,407 $32.4M
Bellecapital International Ltd. 5.79% Reduce -0.1% 65,151 $32.4M
Turim 21 Investimentos Ltda. 6.31% Reduce -0.1% 64,856 $32.3M
EverSource Wealth Advisors, LLC 1.46% Add +4.8% 64,821 $32.2M
DRW Securities, LLC 2.26% Add +233.8% 64,617 $32.1M
Strategic Advisors LLC 6.32% Reduce -4.7% 64,599 $32.1M
Sfmg, LLC 2.41% Reduce -1.5% 64,461 $32.1M
Canvas Wealth Advisors, LLC 6.32% Add +0.8% 62,527 $32.0M
Brasada Capital Management, LP 5.49% Reduce -3.5% 64,209 $32.0M
Jamison Private Wealth Management, Inc. 4.59% Add +0.2% 64,335 $32.0M
WoodTrust Financial Corp 4.07% Add +0.9% 64,323 $32.0M
Cooper Investors PTY Ltd. 5.82% Reduce -18.9% 64,306 $32.0M
Spinnaker Investment Group, LLC 7.49% Reduce -10.5% 64,067 $31.9M
Bright Rock Capital Management, LLC 6.44% Reduce -9.9% 64,000 $31.8M
Borer Denton & Associates, Inc. 11.03% Reduce -0.2% 63,917 $31.8M
Foster & Motley Inc. 1.83% Add +11.4% 63,687 $31.7M
Somerville Kurt F 5.34% Reduce -2.3% 63,681 $31.7M
Greenwood Capital Associates LLC 3.94% Reduce -5.3% 63,664 $31.7M
Intact Investment Management Inc. 1.07% Reduce -18.1% 63,500 $31.6M
Ipswich Investment Management Co., Inc. 7.60% Reduce -0.7% 63,346 $31.5M
Orbis Allan Gray Ltd 0.15% Reduce -33.3% 63,322 $31.5M
MBB Public Markets I LLC 3.60% Add +18.6% 62,939 $31.3M
Sora Investors LLC 2.82% Reduce -20.0% 62,860 $31.3M
Trivium Point Advisory, LLC 3.39% Add +5.2% 62,830 $31.3M
Sage Mountain Advisors LLC 2.03% Add +9.0% 62,757 $31.2M
Proficio Capital Partners LLC 1.94% Add +1.7% 62,751 $31.2M
Bell Asset Management Ltd 6.87% Reduce -37.8% 62,674 $31.2M
Toth Financial Advisory Corp. 3.63% Reduce -0.5% 62,507 $31.1M
Canal Insurance CO 6.96% No change 62,500 $31.1M
Royal Fund Management, LLC 3.31% Add +70.2% 62,322 $31.1M
One Madison Group LLC 3.27% Reduce -19.1% 62,300 $31.0M
Allied Investment Advisors, LLC 5.42% Reduce -0.2% 62,277 $31.0M
Perkins Coie Trust Co 5.27% Reduce -0.6% 62,261 $31.0M
Amiral Gestion 13.33% Add +71.2% 62,170 $30.9M
Zhang Financial LLC 1.43% Add +1.2% 62,156 $30.9M
RPG Investment Advisory, LLC 3.84% Reduce -50.0% 62,010 $30.8M
Turtle Creek Wealth Advisors, LLC 3.64% Add +7.5% 61,994 $30.8M
Applied Finance Capital Management, LLC 2.11% Reduce -1.5% 61,989 $30.8M
Broadleaf Partners, LLC 6.78% Reduce -0.5% 61,915 $30.8M
Deltec Asset Management LLC 5.49% Reduce -10.1% 61,872 $30.8M
Archford Capital Strategies, LLC 3.93% Add +9.1% 61,852 $30.8M
Generali Investments, Management Co LLC 6.95% Reduce -3.1% 61,787 $30.7M
Stone Summit Wealth LLC 9.50% Reduce -0.1% 61,639 $30.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.51% Add +58.1% 61,494 $30.6M
Alley Investment Management Company, LLC 3.70% Reduce -0.5% 61,404 $30.5M
Cheviot Value Management, LLC 3.50% Reduce -0.9% 58,494 $30.5M
Motco 2.92% Add +1.3% 57,226 $30.5M
Valmark Advisers, Inc. 0.43% Add +3.5% 61,368 $30.5M
Altshuler Shaham Ltd 0.97% Reduce -96.1% 61,193 $30.4M
Cape Cod Five Cents Savings Bank 2.79% No change 70,734 $30.4M
NFJ Investment Group, LLC 1.06% Reduce -6.6% 61,152 $30.4M
JLB & Associates Inc. 4.24% Reduce -7.0% 61,137 $30.4M
XML Financial, LLC 2.64% Add +0.1% 61,059 $30.4M
Solidarity Wealth, LLC 7.08% Reduce -0.8% 60,871 $30.3M
Bogart Wealth, LLC 1.29% Reduce -14.4% 60,810 $30.2M
Hendershot Investments Inc. 4.03% Add +0.9% 60,569 $30.1M
Smithbridge Asset Management Inc. 5.27% Reduce -2.6% 60,561 $30.1M
Norden Group LLC 3.26% Add +0.8% 60,382 $30.0M
Laurel Wealth Advisors LLC 4.48% No change 60,247 $30.0M
Fulcrum Asset Management LLP 8.54% — 60,181 $29.9M
Mirae Asset Securities (usa) Inc. 1.32% Reduce -62.6% 60,158 $29.9M
RFG Advisory, LLC 0.70% Add +2.0% 60,098 $29.9M
Hayek Kallen Investment Management 10.16% Add +0.5% 60,075 $29.9M
Peak Asset Management, LLC 5.47% Reduce -2.0% 60,011 $29.8M
Cincinnati Specialty Underwriters Insurance CO 7.84% No change 60,000 $29.8M
Engineers Gate Manager LP 0.37% New 59,943 $29.8M
GFS Advisors, LLC 4.08% New 59,931 $29.8M
Harbour Investment Management LLC 12.89% Reduce -1.1% 59,908 $29.8M
Colonial Trust Co / SC 4.33% Reduce -2.1% 59,779 $29.7M
Vision Capital Management, Inc. 3.90% Reduce -4.8% 59,747 $29.7M
Maytus Capital Management, LLC 5.47% New 59,729 $29.7M
Edgestream Partners, L.P. 0.83% Add +38.3% 59,727 $29.7M
American Money Management, LLC 5.25% Reduce -0.1% 59,664 $29.7M
Sunbelt Securities, Inc. 2.62% Add +1.4% 70,389 $29.7M
Unio Capital LLC 8.72% Add +18.3% 59,505 $29.6M
Bordeaux Wealth Advisors LLC 3.79% Add +2.8% 59,497 $29.6M
Confluence Wealth Services, Inc. 1.61% Reduce -0.2% 59,373 $29.5M
Mengis Capital Management, Inc. 6.30% Reduce -11.1% 59,331 $29.5M
Knuff & Co LLC 9.29% Add +0.9% 59,309 $29.5M
Sompo Asset Management Co., Ltd. 5.12% Add +1.5% 59,236 $29.5M
APG Asset Management US Inc. 0.22% Reduce -3.6% 59,861 $29.5M
Westwind Capital 6.02% Add +0.7% 59,197 $29.4M
Kingswood Wealth Advisors, LLC 2.33% Reduce -8.7% 59,195 $29.4M
Middleton & Co. Inc. 3.30% Reduce -0.9% 59,129 $29.4M
Lanark Financial, Inc. 2.41% Reduce -26.8% 58,989 $29.3M
AdvisorNet Financial, Inc 1.89% Reduce -1.3% 58,951 $29.3M
Goldstream Capital Management Ltd 12.62% Add +40.2% 58,935 $29.3M
Taikang Asset Management (Hong Kong) Co Ltd 3.77% Reduce -5.1% 58,908 $29.3M
Arcadia Investment Management Corp. 4.69% Add +0.4% 58,905 $29.3M
New Hampshire Trust 6.10% Reduce -0.1% 58,718 $29.2M
Phraction Management LLC 9.89% Add +6.7% 58,610 $29.2M
Consilio Wealth Advisors, LLC 10.38% Add +15.6% 58,687 $29.1M
Cooper Financial Group 3.42% Add +1.3% 58,374 $29.0M
Sargent Investment Group, LLC 3.92% Add +2.0% 55,247 $29.0M
RKL Wealth Management LLC 2.54% Reduce -4.0% 58,144 $28.9M
Capital Asset Advisory Services LLC 1.35% Add +3.9% 58,716 $28.9M
Altrafin AG 9.76% Add +1.6% 58,007 $28.9M
Salomon & Ludwin, LLC 2.85% Reduce -4.0% 58,703 $28.8M
DT Investment Partners, LLC 2.58% Reduce -1.8% 57,840 $28.8M
Community Bank, N.A. 3.78% Reduce -3.4% 57,820 $28.8M
Arthur M. Cohen & Associates, LLC 5.07% Reduce -2.1% 57,723 $28.7M
EFG Asset Management (Americas) Corp. 5.29% Add +0.3% 57,717 $28.7M
Parkside Financial Bank & Trust 3.10% Add +11.1% 57,693 $28.7M
Strategic Blueprint, LLC 1.41% Reduce -0.6% 57,605 $28.7M
Keel Point, LLC 1.90% Add +11.4% 57,576 $28.6M
Hall Laurie J Trustee 9.47% Reduce -1.0% 57,568 $28.6M
Rothschild Capital Partners, LLC 7.51% Add +0.1% 57,555 $28.6M
Bfsg, LLC 3.20% Reduce -4.9% 57,441 $28.6M
Avior Wealth Management, LLC 0.99% Add +11.3% 57,437 $28.6M
Kovack Advisors, Inc. 2.79% Reduce -2.9% 57,178 $28.4M
Whalerock Point Partners, LLC 6.32% Add +1.8% 57,133 $28.4M
Nwi Management LP 2.61% Reduce -9.9% 57,100 $28.4M
Field & Main Bank 9.22% Reduce -2.0% 56,991 $28.3M
Delta Investment Management, LLC 5.44% Reduce -4.5% 56,881 $28.3M
Augustine Asset Management Inc. 7.56% Reduce -8.2% 56,837 $28.3M
Pavion Blue Capital, LLC 12.54% Add +1.6% 56,740 $28.2M
Clearstead Trust, LLC 5.33% Add +1.7% 56,658 $28.2M
Van Strum & Towne Inc. 8.88% Reduce -1.1% 56,567 $28.1M
EULAV Asset Management 0.66% Add +2.7% 56,532 $28.1M
Integrity Alliance, Llc. 1.54% Reduce -41.4% 56,521 $28.1M
Brown Shipley& Co Ltd 15.47% Reduce -10.6% 56,508 $28.1M
Meridian Wealth Advisors, LLC 4.44% Add +1.0% 56,411 $28.1M
Good Life Advisors, LLC 1.75% Reduce -0.4% 56,312 $28.0M
Court Place Advisors, LLC 8.79% Reduce -0.9% 56,216 $28.0M
Rockline Wealth Management, LLC 6.60% Add +0.2% 56,074 $27.9M
Mattern Wealth Management LLC 5.77% Reduce -3.3% 55,770 $27.7M
Stokes Family Office, LLC 2.91% Reduce -0.8% 55,703 $27.7M
Supplemental Annuity Collective Trust of NJ 7.80% No change 55,700 $27.7M
BW Gestao de Investimentos Ltda. 2.63% Add +38.8% 55,685 $27.7M
Aragon Global Management, LP 11.11% Add +3.7% 55,559 $27.6M
SevenBridge Financial Group, LLC 4.87% Reduce -1.4% 52,150 $27.6M
Capital Planning LLC 8.67% Reduce -18.8% 55,459 $27.6M
Relyea Zuckerberg Hanson LLC 3.23% Add +3.6% 55,441 $27.6M
Baker Ellis Asset Management LLC 3.78% Reduce -1.7% 55,436 $27.6M
West Branch Capital LLC 8.15% Reduce -0.5% 55,393 $27.6M
GDS Wealth Management 2.01% Add +8.8% 55,379 $27.5M
Balboa Wealth Partners 5.53% Add +1.5% 55,322 $27.5M
K.J. Harrison & Partners Inc 4.54% Add +19.6% 55,044 $27.4M
Watts Gwilliam & Co., LLC 4.49% Add +11.8% 53,744 $27.3M
Copeland Capital Management, LLC 0.56% Reduce -0.3% 54,889 $27.3M
Glen Eagle Advisors, LLC 4.20% Reduce -0.7% 54,889 $27.3M
CMH Wealth Management LLC 6.33% Reduce -18.4% 54,641 $27.2M
Concentric Capital Strategies, LP 1.53% New 54,597 $27.2M
Independent Investors Inc. 5.91% No change 54,523 $27.1M
Greenwich Wealth Management LLC 1.32% Reduce -0.4% 54,522 $27.1M
Stratos Wealth Advisors, LLC 1.43% Reduce -4.5% 54,344 $27.0M
Plimoth Trust Co. LLC 6.48% Reduce -0.5% 54,343 $27.0M
Kozak & Associates, Inc. 5.51% Add +2.0% 53,670 $27.0M
Paul R. Ried Financial Group, LLC 16.35% Add +0.8% 54,326 $27.0M
Csenge Advisory Group 1.42% Reduce -2.0% 58,608 $27.0M
University of Texas/Texas Am Investment Management Co. 4.24% Add +2.9% 54,242 $27.0M
Valicenti Advisory Services Inc. 6.29% Add +0.6% 54,153 $26.9M
Generali Powszechne Towarzystwo Emerytalne 5.56% No change 54,118 $26.9M
Liberty One Investment Management, LLC 2.72% Reduce -0.1% 54,094 $26.9M
St. Clair Advisors, LLC 7.04% Reduce -1.6% 54,093 $26.9M
Hamilton Wealth, LLC 6.02% Reduce -2.0% 54,092 $26.9M
Conning Inc. 0.97% Reduce -4.7% 54,017 $26.9M
Farmers Trust Co. 5.00% Reduce -2.3% 53,858 $26.8M
Baker Chad R 4.96% No change 53,660 $26.7M
Cypress Asset Management Inc. 6.42% Add +0.1% 53,599 $26.7M
Alpha Omega Wealth Management LLC 4.77% Reduce -1.5% 53,555 $26.6M
Great Lakes Retirement, Inc. 3.15% Add +25.8% 53,550 $26.6M
Heirloom Wealth Management 7.03% Reduce -0.1% 53,514 $26.6M
SFE Investment Counsel 4.68% Add +97.2% 53,411 $26.6M
Everhart Financial Group, Inc. 3.07% Add +9.1% 53,410 $26.6M
Haverford Financial Services, Inc. 7.86% Reduce -2.6% 53,362 $26.5M
Miramar Capital, LLC 6.28% Add +1.7% 53,342 $26.5M
Embree Financial Group 4.00% No change 53,340 $26.5M
Nicolet Advisory Services, LLC 2.26% Add +4.3% 50,580 $26.5M
Hamilton Point Investment Advisors, LLC 4.36% Reduce -3.5% 53,209 $26.5M
Krilogy Financial LLC 1.52% Add +2.4% 53,113 $26.4M
Thematics Asset Management 1.19% Add +221.5% 53,096 $26.4M
Broderick Brian C 5.22% Reduce -2.9% 53,087 $26.4M
Lathrop Investment Management Co. 4.99% Reduce -3.6% 53,076 $26.4M
Premier Path Wealth Partners, LLC 3.67% Add +2.9% 53,025 $26.4M
Traynor Capital Management, Inc. 1.87% Reduce -4.0% 53,532 $26.3M
City Holding Co. 3.44% Reduce -0.8% 52,872 $26.3M
Occidental Asset Management, LLC 3.63% Add +4.7% 52,825 $26.3M
Villere St Denis J & Co. LLC 2.58% Reduce -2.3% 52,787 $26.3M
Canal Capital Management, LLC 4.13% Add +3.1% 52,696 $26.2M
Financial Advocates Investment Management 2.14% Add +83.7% 52,668 $26.2M
NTV Asset Management LLC 3.13% Add +0.1% 52,614 $26.2M
Lynwood Price Capital Management LP 12.98% No change 52,500 $26.1M
PDS Planning, Inc 1.95% Add +15.0% 52,480 $26.1M
Diversify Wealth Management, LLC 1.61% Add +3.6% 49,308 $26.1M
Central Pacific Bank - Trust Division 3.46% Add +4.0% 52,353 $26.0M
Claar Advisors LLC 7.98% Reduce -6.4% 52,345 $26.0M
Hodges Capital Management Inc. 2.49% Reduce -1.1% 52,248 $26.0M
Stockman Wealth Management, Inc. 3.53% Reduce -1.0% 52,199 $26.0M
Wayfinding Financial, LLC 11.61% Reduce -2.2% 48,462 $26.0M
Elk River Wealth Management LLC 4.46% Reduce -0.8% 52,153 $25.9M
Sepio Capital, LP 1.85% Reduce -2.5% 52,129 $25.9M
Fragasso Financial Advisors Inc 1.75% Reduce -8.4% 52,102 $25.9M
Campbell Capital Management Inc. 10.09% Reduce -1.6% 52,034 $25.9M
Strategy Asset Managers LLC 4.83% Add +1.7% 52,029 $25.9M
Princeton Capital Management LLC 7.67% Reduce -6.5% 51,955 $25.8M
Legacy Wealth Management, LLC / MS 7.85% Reduce -1.8% 51,929 $25.8M
Decatur Capital Management, Inc. 11.28% No change 51,812 $25.8M
Marietta Investment Partners LLC 5.63% Reduce -0.5% 51,698 $25.7M
Nicollet Investment Management, Inc. 8.61% Reduce -4.8% 51,672 $25.7M
Penserra Capital Management LLC 0.36% Add +7.3% 51,625 $25.7M
Regal Investment Advisors LLC 1.92% Add +9.3% 51,573 $25.7M
Boyd Watterson Asset Management LLC 8.14% Reduce -0.8% 51,488 $25.6M
Farley Capital L.P. 20.05% Add +0.1% 51,382 $25.6M
Harvey Capital Management Inc. 5.98% Reduce -0.9% 51,869 $25.5M
Capital Investment Counsel, Inc 3.39% Add +0.5% 51,306 $25.5M
Analyst IMS Investment Management Services Ltd. 0.87% Reduce -1.9% 51,274 $25.5M
Harbour Trust & Investment Management Co 2.82% Add +2.2% 51,255 $25.5M
Mystic Asset Management, Inc. 6.16% Reduce -0.2% 51,249 $25.5M
Moloney Securities Asset Management, LLC 3.16% Add +12.3% 51,117 $25.4M
Kestra Investment Management, LLC 0.77% Reduce -46.8% 51,115 $25.4M
Cardinal Capital Management 3.73% Add +0.1% 51,044 $25.4M
Rowlandmiller & Partners.adv 5.23% Add +0.2% 50,955 $25.3M
1834 Investment Advisors Co. 3.21% Reduce -7.7% 50,931 $25.3M
Waldron Private Wealth LLC 1.10% Reduce -0.5% 50,866 $25.3M
RMR Wealth Builders 2.30% Add +4.0% 50,830 $25.3M
Sigma Investment Counselors Inc. 1.38% Add +2.3% 50,484 $25.1M
Camden National Bank 3.62% Reduce -1.7% 50,459 $25.1M
CFM Wealth Partners LLC 3.99% Add +0.5% 50,442 $25.1M
Apexium Financial, LP 1.33% Reduce -0.3% 50,436 $25.1M
Payden & Rygel 2.08% No change 50,430 $25.1M
Natural Investments, LLC 6.48% Reduce -2.3% 50,369 $25.1M
Rehmann Capital Advisory Group 1.52% Add +6.9% 50,351 $25.0M
Stansberry Asset Management, LLC 2.89% Add +0.9% 50,301 $25.0M
Y.D. More Investments Ltd 1.72% Add +2.8% 50,319 $25.0M
Koshinski Asset Management, Inc. 1.89% Add +1.9% 50,270 $25.0M
Leuthold Group, LLC 2.99% Reduce -1.5% 50,269 $25.0M
Bwcp, LP 4.08% New 50,247 $25.0M
Stonebridge Capital Management Inc. 9.74% Reduce -0.1% 50,089 $24.9M
Itau Unibanco Holding S.A. 0.95% Reduce -29.4% 50,073 $24.9M
Arete Wealth Advisors, LLC 1.77% Reduce -1.4% 50,078 $24.9M
First Western Trust Bank 1.12% Reduce -3.5% 50,014 $24.9M
Miura Global Management, LLC 26.72% Add +400.0% 50,000 $24.9M
Headwater Capital Co Ltd 8.71% New 50,000 $24.9M
Ardmore Road Asset Management LP 2.06% New 50,000 $24.9M
RBF Capital, LLC 1.23% No change 50,000 $24.9M
Trivest Advisors Ltd 0.97% New 50,000 $24.9M
R.H. Dinel Investment Counsel, Inc. 16.54% Reduce -2.6% 49,900 $24.8M
Symphony Financial, Ltd. Co. 3.25% Add +424.2% 55,541 $24.8M
Grafton Street Partners Fund, LP 15.66% Add +8.8% 49,872 $24.8M
Deroy & Devereaux Private Investment Counsel Inc. 1.35% Add +1.8% 49,849 $24.8M
D L Carlson Investment Group Inc. 4.51% Reduce -5.0% 49,782 $24.8M
Condor Capital Management 2.15% Reduce -1.1% 49,770 $24.8M
Sycale Advisors (NY) LLC 7.90% Reduce -12.4% 49,725 $24.7M
Keystone Financial Group 2.24% Add +0.2% 49,459 $24.7M
Chemung Canal Trust Co. 5.17% Reduce -4.4% 49,534 $24.6M
Lincoln Capital Corp. 9.44% Reduce -0.4% 49,335 $24.5M
Strategic Planning Group, LLC 3.98% Add +8.3% 49,323 $24.5M
Monarch Capital Management Inc. 6.57% Reduce -2.0% 49,183 $24.5M
Arjuna Capital 6.45% Reduce -4.7% 49,183 $24.5M
Eagle Rock Investment Company, LLC 3.86% Add +5.0% 49,076 $24.4M
Saraza Management, LP 5.89% Reduce -18.3% 49,000 $24.4M
Gryphon Financial Partners LLC 3.18% Add +5.6% 48,958 $24.4M
Rench Wealth Management, Inc. 7.70% Reduce -0.6% 48,927 $24.3M
McGuire Investment Group, LLC 3.11% Add +2.1% 48,927 $24.3M
Heron Bay Capital Management 4.78% Add +0.8% 48,865 $24.3M
Investidor Profissional Gestao de Recursos Ltda. 16.33% Add +14.7% 48,844 $24.3M
Institute for Wealth Management, LLC. 2.71% Reduce -2.4% 48,821 $24.3M
Silverlake Wealth Management LLC 7.14% Add +6.6% 48,779 $24.3M
Weik Capital Management 9.60% Reduce -2.1% 48,759 $24.3M
Pragma Gestao DE Patrimonio Ltd. 10.59% Reduce -21.2% 48,700 $24.2M
General Pension Society PZU Joint Stock Co 6.74% Add +62.3% 48,700 $24.2M
Security National Bank 4.19% Reduce -0.8% 48,692 $24.2M
Mark Sheptoff Financial Planning, LLC 12.90% Add +0.5% 48,662 $24.2M
Hanson & Doremus Investment Management 3.24% Reduce -0.3% 48,649 $24.2M
Moneco Advisors, LLC 2.25% Add +0.2% 48,627 $24.2M
Connecticut Wealth Management, LLC 1.15% Reduce -1.1% 48,627 $24.2M
Summit Global Investments 1.43% Add +147.5% 48,625 $24.2M
Asset Planning Services Inc. /La/ 11.11% Reduce -0.6% 48,578 $24.2M
Hendley & Co. Inc. 8.43% Reduce -0.6% 48,564 $24.2M
Manhattan West Asset Management, LLC 5.58% Add +0.8% 48,508 $24.1M
Financial Insights, Inc. 8.78% Reduce -2.4% 48,337 $24.0M
Sendero Wealth Management, LLC 3.00% Add +0.1% 48,323 $24.0M
Two Point Capital Management, Inc. 10.22% — 48,296 $24.0M
PFC Capital Group, Inc. 11.12% Reduce -6.0% 48,285 $24.0M
Naviter Wealth, LLC 2.95% Reduce -12.7% 48,179 $24.0M
Farmers National Bank 6.32% Reduce -1.7% 48,139 $23.9M
Harbor Capital Advisors, Inc. 1.01% Reduce -0.6% 48,131 $23.9M
J. W. Coons Advisors, LLC 5.41% Add +7.6% 48,061 $23.9M
Jacobi Capital Management LLC 1.59% Add +2.8% 48,033 $23.9M
Washington Trust Advisors, Inc. 1.94% Add +1.1% 47,971 $23.9M
Rosenblum Silverman Sutton S F Inc. 5.79% Reduce -0.5% 47,969 $23.9M
Family Manage LLC 3.62% Reduce -4.4% 47,947 $23.8M
Westbourne Investment Advisors, Inc. 7.23% Add +2.5% 47,943 $23.8M
Ascent Wealth Partners, LLC 2.94% Reduce -8.8% 47,896 $23.8M
Marietta Wealth Management, LLC 3.11% Add +0.8% 47,889 $23.8M
Globeflex Capital L P 1.97% No change 47,873 $23.8M
Scott & Selber, Inc. 6.63% Add +0.5% 47,798 $23.8M
Fogel Capital Management, Inc. 12.63% Reduce -33.5% 47,598 $23.7M
Core Alternative Capital 6.47% Reduce -14.3% 47,530 $23.6M
Miller Wealth Advisors, LLC 11.04% Add +0.1% 47,417 $23.6M
Ransom Advisory, Ltd 11.11% Reduce -2.8% 47,390 $23.6M
Duncker Streett & Co. Inc. 4.30% Reduce -0.3% 47,353 $23.6M
Texas Yale Capital Corp. 0.77% Reduce -1.1% 47,298 $23.5M
Laffer Tengler Investments, Inc. 5.02% Reduce -0.9% 47,261 $23.5M
Isthmus Partners, LLC 2.75% Add +5.5% 47,255 $23.5M
Allen Mooney & Barnes Investment Advisors LLC 3.86% Add +1.0% 47,252 $23.5M
L & S Advisors Inc 2.64% Add +17.5% 47,230 $23.5M
Capital Planning Advisors, LLC 3.44% Reduce -0.9% 47,099 $23.4M
Moss Adams Wealth Advisors LLC 2.13% Add +4.4% 47,068 $23.4M
Cordatus Wealth Management LLC 5.75% Reduce -0.0% 47,002 $23.4M
Aspiriant, LLC 0.74% Reduce -0.1% 46,947 $23.4M
HCR Wealth Advisors 2.75% Add +0.2% 46,908 $23.3M
Skyline Advisors, Inc. 8.62% Reduce -0.6% 46,890 $23.3M
McKinley Carter Wealth Services, Inc. 1.30% Add +6.4% 46,875 $23.3M
Inman Jager Wealth Management, LLC 15.74% Reduce -0.1% 46,797 $23.3M
Nordwand Advisors, LLC 3.65% Add +125.8% 46,729 $23.2M
Capital City Trust Co. 6.02% Reduce -3.3% 46,665 $23.2M
Wells Trecaso Financial Group, LLC 7.16% Reduce -0.9% 46,629 $23.2M
Cove Private Wealth, LLC 8.23% Add +31.7% 46,491 $23.1M
Biondo Investment Advisors, LLC 3.05% Reduce -0.5% 46,446 $23.1M
HWG Holdings LP 6.76% Add +26.6% 46,439 $23.1M
Vantage Wealth 5.23% Reduce -5.4% 46,385 $23.1M
Quattro Financial Advisors LLC 8.13% Reduce -10.0% 46,380 $23.1M
Providence Capital Advisors, LLC 4.23% Add +3.4% 46,345 $23.1M
Versant Capital Management, Inc 3.49% Add +3.2% 46,268 $23.0M
Aspire Capital Advisors LLC 6.35% Reduce -0.9% 46,246 $23.0M
Cozad Asset Management Inc. 2.01% Add +72.0% 46,200 $23.0M
Renaissance Investment Group LLC 4.98% Reduce -0.0% 46,176 $23.0M
RWQ Financial Management Services, Inc. 9.66% Add +142.4% 46,135 $22.9M
Hilltop National Bank 5.98% — 46,066 $22.9M
Beverly Hills Private Wealth, LLC 4.34% Reduce -0.2% 45,972 $22.9M
Certuity, LLC 2.15% Reduce -5.4% 45,976 $22.9M
GPM Growth Investors, Inc. 9.07% Reduce -0.8% 45,900 $22.8M
Resonant Capital Advisors, LLC 1.45% Add +20.1% 45,803 $22.8M
Oakworth Capital, Inc. 1.46% Add +3.9% 45,663 $22.7M
Portside Wealth Group, LLC 3.36% Add +2.0% 45,663 $22.7M
Adalta Capital Management LLC 11.39% Reduce -5.8% 45,631 $22.7M
Scholtz & Company, LLC 9.92% Reduce -1.9% 45,444 $22.6M
Continuum Advisory, LLC 2.72% Add +5.0% 45,417 $22.6M
Burke & Herbert Bank & Trust Co. 5.06% Add +0.8% 45,408 $22.6M
Hedeker Wealth, LLC 5.26% Reduce -2.5% 45,368 $22.6M
Private Wealth Asset Management, LLC 2.99% Reduce -2.0% 45,326 $22.5M
Verde Servicos Internacionais S.A. 9.87% Add +101.3% 45,293 $22.5M
McDonald Partners LLC 5.41% Reduce -0.1% 45,217 $22.5M
FAS Wealth Partners, Inc. 1.66% Add +5.5% 45,075 $22.4M
R.m.sincerbeaux Capital Management LLC 12.65% Add +1.9% 45,075 $22.4M
Main Street Financial Solutions, LLC 1.63% Add +78.7% 45,053 $22.4M
AlphaStar Capital Management, LLC 1.58% New 45,021 $22.4M
STF Management LP 8.82% Add +2.9% 44,909 $22.3M
Stenger Family Office, LLC 5.76% — 43,519 $22.3M
Community Bank & Trust, Waco, Texas 5.05% Reduce -1.3% 44,821 $22.3M
Accent Capital Management, LLC 9.91% Add +6.5% 44,695 $22.2M
Arax Advisory Partners 1.02% Add +33.5% 30,901 $22.2M
Valley National Advisers Inc. 3.62% Reduce -0.4% 44,639 $22.2M
Davis-Rea LTD. 5.51% Reduce -24.6% 44,632 $22.2M
Leeward Financial Partners, LLC 7.03% Add +1.3% 44,599 $22.2M
TigerOak Management, L.L.C. 7.57% Add +1.4% 44,408 $22.1M
McCollum Christoferson Group LLC 6.55% Reduce -1.0% 44,226 $22.0M
Mirabaud Asset Management Ltd 10.24% Add +2.7% 44,337 $22.0M
Symmetry Investments LP 1.84% Add +84.0% 44,135 $22.0M
Cim Investment Management Inc. 4.17% Add +101.8% 47,686 $21.9M
Bourgeon Capital Management LLC 4.41% Add +0.8% 43,993 $21.9M
Evelyn Partners Asset Management Ltd 5.55% Add +0.1% 43,989 $21.9M
Catalyst Financial Partners LLC 2.39% Add +4.7% 43,981 $21.9M
Sage Capital Advisors,llc 5.39% Reduce -0.1% 43,884 $21.8M
Lincoln Capital LLC 4.20% Add +10.1% 43,867 $21.8M
Schaper Benz & Wise Investment Counsel Inc. 1.67% Reduce -0.5% 43,826 $21.8M
Little House Capital LLC 5.46% Reduce -4.4% 43,802 $21.8M
NatWest Group plc 6.44% Add +31.8% 43,758 $21.8M
Strategic Global Advisors, LLC 3.54% Add +15.4% 43,730 $21.8M
Jackson Square Partners, LLC 8.02% Reduce -19.1% 43,581 $21.7M
J.P. Marvel Investment Advisors, LLC 3.49% Reduce -0.0% 43,531 $21.7M
M. Kulyk & Associates, LLC 4.69% Add +0.3% 43,442 $21.6M
Artemis Wealth Advisors, LLC 3.29% Add +32.9% 43,337 $21.6M
Lawson Kroeker Investment Management Inc. 4.01% Reduce -2.3% 43,271 $21.5M
Oxford Financial Group, LTD. LLC 1.28% Reduce -3.2% 43,269 $21.5M
Marex Group Ltd 0.41% Reduce -82.4% 43,200 $21.5M
Keebeck Wealth Management 2.81% Add +2.8% 43,151 $21.5M
Cache Advisors, LLC 5.80% Add +8.5% 43,082 $21.4M
Morse Asset Management, Inc 4.73% Reduce -6.3% 42,971 $21.4M
First Interstate Bank 1.26% Reduce -0.5% 42,960 $21.4M
GeoWealth Management, LLC 0.83% Add +0.5% 42,907 $21.3M
Financial Partners Group, Inc 2.95% Add +0.9% 42,898 $21.3M
Brady Family Wealth, LLC 6.60% Reduce -3.6% 42,838 $21.3M
Inscription Capital, LLC 3.07% Reduce -11.3% 42,815 $21.3M
Moser Wealth Advisors, LLC 10.21% Add +9.4% 42,743 $21.3M
Allred Capital Management, LLC 7.95% Reduce -5.1% 42,737 $21.3M
IFG Advisory, LLC 1.07% Add +2.2% 42,720 $21.2M
Northstar Asset Management Inc. 5.87% Reduce -0.4% 42,702 $21.2M
Patten Group, Inc. 4.47% Reduce -1.5% 42,506 $21.1M
Physicians Financial Services, Inc. 6.30% Reduce -1.9% 42,499 $21.1M
Alight Capital Management LP 5.37% Add +6.3% 42,500 $21.1M
SS&H Financial Advisors, Inc. 7.05% Reduce -3.3% 42,428 $21.1M
Timber Creek Capital Management LLC 5.37% Reduce -4.7% 39,971 $21.1M
Mayflower Financial Advisors, LLC 2.93% Reduce -0.3% 42,343 $21.1M
Yelin Lapidot Holdings Management Ltd. 3.84% Add +0.0% 42,315 $21.0M
Headinvest, LLC 4.48% Reduce -16.0% 42,309 $21.0M
Alta Fox Capital Management, LLC 5.72% No change 42,300 $21.0M
Lake Street Private Wealth, LLC 3.01% Add +1.3% 42,286 $21.0M
Wealth Alliance, LLC 2.35% Reduce -0.4% 42,279 $21.0M
Avantax Planning Partners, Inc. 0.67% Add +3.4% 42,266 $21.0M
Fox Hill Wealth Management 10.80% Add +0.6% 42,252 $21.0M
WBH Advisory Inc. 1.79% Reduce -28.8% 42,216 $21.0M
Trustmark Bank Trust Department 1.45% Add +3.3% 42,214 $21.0M
Quantum Private Wealth, LLC 6.80% Reduce -3.9% 42,203 $21.0M
Live Oak Private Wealth LLC 3.12% Add +2.3% 42,086 $20.9M
WealthPlan Investment Management, LLC 1.52% Add +53.8% 42,056 $20.9M
Boyar Asset Management Inc. 13.68% Reduce -1.2% 42,019 $20.9M
Advisory Alpha, LLC 0.65% Add +6.4% 41,986 $20.9M
Ardsley Advisory Partners LP 3.41% Add +259.0% 42,000 $20.9M
Vega Investment Solutions 4.91% Reduce -36.0% 41,953 $20.9M
Avidian Wealth Enterprises, LLC 0.85% Add +8.2% 41,939 $20.9M
Hoertkorn Richard Charles 8.83% Reduce -0.9% 41,936 $20.9M
Morton Capital Management LLC 3.70% Add +2.1% 41,918 $20.9M
Waterloo Capital, L.P. 1.68% Add +12.3% 41,878 $20.8M
Elevation Point Wealth Partners, LLC 1.62% Add +1.3% 42,050 $20.8M
Claro Advisors Inc. 3.43% Reduce -22.7% 41,804 $20.8M
Generali Investments CEE, investicni spolecnost, a.s. 1.71% Reduce -2.0% 41,787 $20.8M
BloombergSen Inc. 1.75% Reduce -1.3% 41,760 $20.8M
Tounjian Advisory Partners, LLC 4.02% Reduce -1.8% 55,264 $20.7M
Capital & Planning, LLC 14.09% Reduce -0.2% 41,705 $20.7M
Manchester Capital Management LLC 2.73% Reduce -2.2% 41,679 $20.7M
CFO4Life Group, LLC 3.24% Add +1.9% 41,584 $20.7M
Beacon Bank & Trust 4.72% Reduce -1.9% 41,544 $20.7M
Bluegrass Capital Partners LP 14.31% Reduce -3.5% 41,500 $20.6M
Boston Research & Management Inc. 4.92% Reduce -1.7% 41,500 $20.6M
Patriot Financial Group Insurance Agency, LLC 2.37% Add +6.8% 41,463 $20.6M
Patton Albertson Miller Group, LLC 2.71% Add +19.9% 41,415 $20.6M
CRA Financial Services, LLC 3.15% Reduce -0.6% 41,413 $20.6M
Columbia Bank 6.27% Add +5.4% 41,461 $20.6M
Rodgers Brothers Inc. 2.60% Reduce -1.9% 41,350 $20.6M
Jackson Hole Capital Partners, LLC 3.77% Add +2.7% 41,306 $20.5M
Maxi Investments CY Ltd 3.41% Reduce -52.8% 41,297 $20.5M
Consolidated Portfolio Review Corp 2.84% Add +4.7% 41,295 $20.5M
Eubel Brady & Suttman Asset Management Inc. 2.82% Add +0.0% 41,265 $20.5M
Whitener Capital Management, Inc. 5.43% Reduce -2.2% 41,235 $20.5M
Guardian Wealth Advisors, LLC / NC 1.44% Add +4.4% 41,056 $20.4M
Paragon Capital Management LLC 10.47% Reduce -1.9% 40,986 $20.4M
Wills Financial Group LLC 8.84% Add +0.3% 40,963 $20.4M
Snider Financial Group 5.87% Reduce -5.0% 40,915 $20.4M
Winch Advisory Services, LLC 4.97% Reduce -2.1% 40,910 $20.3M
Thames Capital Management LLC 4.60% No change 40,843 $20.3M
Ausdal Financial Partners, Inc. 1.36% Add +11.5% 40,833 $20.3M
Iowa State Bank 4.04% Reduce -0.3% 40,815 $20.3M
Union Heritage Capital, LLC 7.05% No change 40,696 $20.2M
Leo Wealth, LLC 1.57% Add +143.4% 40,726 $20.2M
Kavar Capital Partners Group, LLC 2.91% Reduce -0.8% 40,671 $20.2M
Litman Gregory Wealth Management LLC 1.59% Reduce -1.0% 40,669 $20.2M
Bonness Enterprises Inc. 6.61% No change 40,600 $20.2M
Berger Financial Group, Inc 1.31% Reduce -1.3% 40,561 $20.2M
Shepherd Financial Partners LLC 2.13% Reduce -0.3% 40,560 $20.2M
Hamilton Capital Partners, LLC 9.68% Reduce -0.2% 40,517 $20.2M
Brown Miller Wealth Management, LLC 6.26% Add +0.1% 40,505 $20.1M
Stonebrook Private Inc. 4.70% Reduce -1.1% 40,381 $20.1M
Romano Brothers and Company 2.48% Reduce -2.4% 40,369 $20.1M
Simon Quick Advisors, LLC 1.01% Reduce -44.2% 40,291 $20.0M
Udine Wealth Management, Inc. 10.53% Add +0.4% 40,111 $20.0M
Hound Partners, LLC 2.69% Reduce -10.0% 40,081 $19.9M
Quent Capital, LLC 1.92% Add +1.7% 40,071 $19.9M
Ascentis Independent Advisors 3.69% Add +4.5% 40,065 $19.9M
Aviance Capital Partners, LLC 2.60% Add +0.8% 40,015 $19.9M
Davidson Trust Co. 9.17% Reduce -3.1% 39,953 $19.9M
Stokes Capital Advisors, LLC 4.86% Add +1.4% 39,918 $19.9M
Banco BTG Pactual S.A. 4.04% Add +17.8% 39,908 $19.9M
Roberts Glore & Co. Inc. 5.80% Reduce -3.8% 39,907 $19.9M
Trust Point Inc. 1.87% Add +9.0% 39,888 $19.8M
Sandbox Financial Partners, LLC 6.25% Reduce -0.2% 39,867 $19.8M
Sovran Advisors, LLC 2.07% Add +8.8% 39,831 $19.8M
Richard C. Young & CO., LTD. 1.95% Add +1.6% 39,765 $19.8M
Savoie Capital LLC 2.46% Add +1.3% 39,753 $19.8M
44 Wealth Management LLC 6.98% Add +2.4% 39,650 $19.7M
Wright Investors Service Inc. 5.95% Reduce -2.6% 39,607 $19.7M
Searle & Co. 5.58% Add +0.8% 39,602 $19.7M
Nvwm, LLC 4.75% Add +2.0% 39,561 $19.7M
Money Concepts Capital Corp. 1.32% Reduce -0.1% 39,559 $19.7M
Kelleher Financial Advisors 6.81% Add +4.1% 39,461 $19.6M
Grandview Asset Management LLC 6.28% Add +0.6% 39,450 $19.6M
Advisor OS, LLC 1.93% Add +8.1% 39,398 $19.6M
Barrier Capital Management, LLC 13.38% New 39,393 $19.6M
Montag & Caldwell, LLC 4.29% Reduce -2.9% 39,374 $19.6M
Inlet Private Wealth, LLC 4.81% Reduce -0.3% 39,365 $19.6M
Walter & Keenan Wealth Management LLC /in/ 5.68% Add +2.6% 39,300 $19.5M
Gibraltar Capital Management, Inc. 3.82% Add +1.5% 39,295 $19.5M
Harrell Investment Partners, LLC 4.95% Add +12.6% 39,293 $19.5M
Next Century Growth Investors LLC 1.51% Add +24.3% 39,247 $19.5M
Accredited Investors Inc. 1.15% Add +4.4% 39,128 $19.5M
McIlrath & Eck, LLC 2.22% Reduce -62.3% 39,106 $19.5M
one8zero8, LLC 4.59% Reduce -6.6% 39,071 $19.4M
Intellus Advisors LLC 2.90% Add +0.3% 39,052 $19.4M
Jackson Square Capital, LLC 4.31% Add +7.5% 39,029 $19.4M
Codex Capital Asset Management L.L.C. 7.76% No change 39,000 $19.4M
Nan Fung Trinity (hk) Ltd. 2.32% No change 39,000 $19.4M
Concord Asset Management, LLC 2.92% Add +38.3% 38,984 $19.4M
Concord Wealth Partners 2.83% Reduce -3.7% 38,984 $19.4M
Baugh & Associates, LLC 10.06% Reduce -5.6% 41,634 $19.3M
Seaview Investment Managers LLC 4.09% Add +0.8% 38,794 $19.3M
Allegiance Financial Group Advisory Services LLC 5.11% Add +1.4% 38,760 $19.3M
Apriem Advisors 2.05% Add +2.5% 38,735 $19.3M
Potrero Capital Research LLC 8.95% No change 38,694 $19.2M
MSA Advisors, LLC 4.82% Reduce -4.5% 38,640 $19.2M
Westover Capital Advisors, LLC 3.84% Reduce -4.5% 38,640 $19.2M
Investment Advisory Services Inc. /TX 6.41% Reduce -2.6% 38,634 $19.2M
Pinnacle Wealth Planning Services, Inc. 2.53% Add +14.0% 38,623 $19.2M
Harbor Island Capital LLC 8.99% Reduce -6.6% 38,524 $19.2M
Bill Few Associates, Inc. 5.42% Reduce -3.9% 38,498 $19.1M
Jacobson & Schmitt Advisors, LLC 3.39% Add +0.5% 38,480 $19.1M
Bell Bank 0.89% Add +2.5% 38,472 $19.1M
Okabena Investment Services Inc. 4.25% Add +28.7% 38,456 $19.1M
Winthrop Advisory Group LLC 1.84% Add +22.3% 38,385 $19.1M
Asset Dedication, LLC 1.39% Reduce -0.4% 38,381 $19.1M
Impact Capital Partners LLC 6.25% Add +3.4% 38,356 $19.1M
Zweig-DiMenna Associates LLC 1.95% Add +36.3% 38,300 $19.1M
SeaBridge Investment Advisors LLC 3.54% Add +1.2% 38,275 $19.0M
Alta Advisers Ltd 6.76% No change 38,194 $19.0M
American Trust 1.79% Add +8.0% 38,118 $19.0M
Plancorp, LLC 0.66% Add +3.0% 38,086 $18.9M
Mattern Capital Management, LLC 2.28% Add +1.7% 38,076 $18.9M
Brave Asset Management Inc. 5.15% Reduce -1.7% 37,978 $18.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.60% Add +2.2% 37,905 $18.9M
Texas Bank & Trust Co 7.50% Reduce -0.7% 37,902 $18.9M
Roberts Wealth Advisors, LLC 5.42% Reduce -1.6% 37,881 $18.8M
Old Second National Bank of Aurora 4.11% Reduce -1.7% 37,848 $18.8M
Tranquility Partners, LLC 6.72% Add +0.0% 37,820 $18.8M
Pennant Select, LLC 14.42% Reduce -6.4% 37,800 $18.8M
BNC Wealth Management, LLC 5.58% Reduce -0.1% 37,793 $18.8M
Grove Bank & Trust 2.33% Reduce -1.6% 37,617 $18.7M
Huber Capital Management LLC 3.18% Add +2.7% 37,543 $18.7M
Enterprise Bank & Trust Co 6.98% Reduce -1.7% 37,515 $18.7M
TLW Wealth Management, LLC 10.38% Add +0.3% 37,457 $18.6M
Legacy Trust 4.57% Reduce -8.5% 37,454 $18.6M
WESPAC Advisors SoCal, LLC 4.16% Reduce -15.2% 37,445 $18.6M
Fischer Financial Services, Inc. 5.46% Reduce -0.3% 37,379 $18.6M
Hall Capital Management Co. Inc. 7.83% Reduce -0.0% 37,277 $18.5M
MYDA Advisors LLC 5.20% Reduce -51.3% 37,204 $18.5M
Wealth High Governance Capital Ltda 5.74% New 37,200 $18.5M
First National Bank & Trust Co. of Newtown 3.70% Reduce -1.4% 37,179 $18.5M
Argonautica Private Wealth Management, Inc. 5.85% Reduce -2.2% 37,170 $18.5M
Cavalier Investments, LLC 5.60% Add +201.4% 37,133 $18.5M
Puzo Michael J 5.25% Reduce -4.0% 37,054 $18.4M
Owl Creek Asset Management, L.P. 2.43% New 37,053 $18.4M
Bison Wealth, LLC 1.46% Add +15.2% 36,700 $18.4M
Costello Asset Management, INC 6.92% Reduce -1.3% 37,013 $18.4M
Heritage Wealth Management, Inc. 5.94% Reduce -1.7% 36,916 $18.4M
VeraBank, N.A. 3.68% Add +36.3% 36,846 $18.3M
Dover Advisors, LLC 8.07% Reduce -3.8% 36,825 $18.3M
Signal Advisors Wealth, LLC 1.43% Add +38.0% 36,773 $18.3M
HORAN Wealth, LLC 5.60% — 36,758 $18.3M
NBW Capital LLC 3.94% Reduce -0.8% 36,735 $18.3M
Formidable Asset Management, LLC 3.06% Add +0.7% 48,084 $18.3M
Central Bank & Trust Co. 2.99% Reduce -0.5% 36,708 $18.3M
Torray Investment Partners LLC 2.65% Reduce -4.6% 36,681 $18.2M
Punch & Associates Investment Management, Inc. 1.14% Add +4.3% 36,631 $18.2M
Motley Fool Wealth Management, LLC 1.10% Reduce -13.7% 36,599 $18.2M
Benedict Financial Advisors Inc. 4.12% Reduce -2.0% 36,525 $18.2M
Mitchell McLeod Pugh & Williams Inc. 3.38% Add +0.2% 36,514 $18.2M
ICONIQ Capital, LLC 0.31% Add +9.2% 36,491 $18.2M
DLK Investment Management, LLC 6.86% Reduce -0.3% 36,475 $18.1M
Mirabella Financial Services LLP 1.95% Reduce -89.8% 36,295 $18.1M
DCM Advisors, LLC 7.77% Add +6.4% 36,520 $18.1M
Dark Forest Capital Management LP 0.73% Add +18.5% 36,384 $18.1M
My Personal CFO, LLC 8.21% Reduce -18.8% 36,318 $18.1M
Kesler, Norman & Wride, LLC 3.20% Add +0.7% 36,305 $18.1M
L2 Asset Management, LLC 2.96% Add +4.4% 36,298 $18.1M
Beutel, Goodman & Co Ltd. 0.10% Reduce -5.4% 36,257 $18.0M
Aljian Capital Management, LLC 3.96% Reduce -5.9% 36,240 $18.0M
Heathbridge Capital Management Ltd. 7.24% Reduce -1.2% 36,220 $18.0M
Ratan Capital Management LP 8.32% No change 47,981 $18.0M
Pegasus Asset Management, Inc. 6.16% Add +0.4% 36,151 $18.0M
Capital Investment Counsel, LLC 2.79% Reduce -4.7% 36,147 $18.0M
Lafayette Investments, Inc. 3.63% Reduce -0.3% 36,076 $17.9M
Round Rock Advisors LLC 3.09% Reduce -1.1% 36,001 $17.9M
Consolidated Capital Management, LLC 6.46% Add +2.3% 35,944 $17.9M
Strait & Sound Wealth Management LLC 7.59% Reduce -2.4% 35,935 $17.9M
Strong Tower Advisory Services 3.52% Add +2.0% 35,900 $17.9M
Investor's Fiduciary Advisor Network, LLC 6.63% Add +94.3% 35,883 $17.8M
Greystone Financial Group, LLC 2.94% Reduce -5.7% 35,834 $17.8M
Ravenstone Capital Management Inc. 9.34% Add +4.1% 35,768 $17.8M
GPS Wealth Strategies Group, LLC 2.05% Reduce -7.9% 35,760 $17.8M
Portland Global Advisors LLC 2.09% Reduce -1.2% 35,739 $17.8M
Perennial Investment Advisors, LLC 1.72% Add +5.7% 35,721 $17.8M
CV Advisors LLC 5.46% Add +1.3% 35,716 $17.8M
Maestria Partners LLC 6.17% Add +12.8% 35,710 $17.8M
Platform Technology Partners 4.64% Reduce -2.3% 35,710 $17.8M
Arrow Financial Corp 1.87% Reduce -4.3% 35,683 $17.7M
Lighthouse Investment Partners, LLC 0.77% Add +96.0% 35,597 $17.7M
Torque Asset Management LLC 7.81% No change 35,543 $17.7M
Westmount Partners, LLC 4.85% Add +1.0% 35,539 $17.7M
Apollon Financial, LLC 3.71% Reduce -0.2% 35,535 $17.7M
SOA Wealth Advisors, LLC. 3.23% Reduce -2.2% 123,984 $17.7M
Hennion & Walsh Asset Management, Inc. 0.71% Add +3.6% 35,478 $17.6M
TFR Capital, LLC. 6.38% Add +1.8% 35,398 $17.6M
Bearing Point Capital, LLC 3.24% Add +3.7% 35,347 $17.6M
Citizens National Bank Trust Department 3.50% Reduce -1.0% 35,333 $17.6M
Brookwood Investment Group LLC 2.83% Reduce -10.2% 35,310 $17.6M
Rockbridge Asset Management LLC 10.00% Reduce -3.6% 35,307 $17.6M
Tradition Wealth Management, LLC 1.40% Reduce -0.3% 35,293 $17.6M
Aries Wealth Management 4.58% Reduce -1.0% 35,219 $17.5M
Legacy Financial Advisors, Inc. 2.74% Add +2.8% 35,208 $17.5M
First Sabrepoint Capital Management LP 7.45% No change 35,000 $17.4M
Vishria Bird Financial Group, LLC 5.78% Reduce -1.5% 34,946 $17.4M
Towne Trust Company, N.A 6.06% Reduce -4.2% 34,888 $17.4M
Founders Financial Securities LLC 1.32% Reduce -1.1% 34,822 $17.3M
Texas Capital Bank Wealth Management Services Inc 1.62% Reduce -1.2% 34,786 $17.3M
North Point Portfolio Managers Corp. 2.97% Reduce -2.0% 34,781 $17.3M
First Bank & Trust 3.08% Reduce -0.6% 34,759 $17.3M
Harold Davidson & Associates Inc. 11.18% Reduce -15.8% 34,675 $17.2M
Greater Midwest Financial Group, LLC 13.16% Reduce -13.8% 34,632 $17.2M
First National Bank of Mount Dora, Trust Investment Services 3.88% Add +0.3% 34,607 $17.2M
Quotient Wealth Partners, LLC 0.51% Add +8.2% 34,584 $17.2M
Nilsine Partners, LLC 1.74% Reduce -13.8% 34,547 $17.2M
Kidder Stephen W 5.16% Reduce -1.3% 34,534 $17.2M
Destiny Wealth Partners, LLC 2.31% Add +16.8% 34,507 $17.2M
Nicholas Investment Partners, LP 1.71% Reduce -0.6% 34,466 $17.1M
Buck Wealth Strategies, LLC 2.61% Add +10.9% 34,448 $17.1M
Chatham Capital Group, Inc. 2.61% Add +7.8% 34,432 $17.1M
Capital Investment Advisory Services, LLC 1.40% Reduce -7.5% 34,359 $17.1M
Gifford Fong Associates 3.93% No change 34,302 $17.1M
Freemont Management S.A. 2.81% Add +30.4% 34,300 $17.1M
Jupiter Wealth Management LLC 8.61% Add +2.1% 32,745 $17.0M
Ervin Investment Management, LLC 10.66% Reduce -4.1% 34,253 $17.0M
Lummis Asset Management, LP 11.14% Reduce -0.2% 33,381 $17.0M
LVW Advisors, LLC 1.91% Add +12.4% 34,228 $17.0M
Abbot Financial Management, Inc. 7.84% Reduce -1.1% 34,153 $17.0M
Broadwater Capital Management LLC 13.21% Add +47682.1% 16,986,054 $17.0M
Evelyn Partners Investment Management (Europe) Ltd 6.09% Reduce -2.5% 34,094 $17.0M
Klingman & Associates, LLC 0.93% Add +12.5% 34,050 $16.9M
Brooklyn Investment Group 2.22% Add +51.4% 86,835 $16.9M
LMG Wealth Partners, LLC 3.47% Reduce -0.7% 33,958 $16.9M
Coppell Advisory Solutions LLC 2.00% New 34,049 $16.9M
Somerset Trust Co 5.50% Reduce -0.2% 33,933 $16.9M
NFSG Corp 2.74% Add +2.8% 33,916 $16.9M
Marshall & Sullivan Inc. 8.10% Reduce -6.2% 33,864 $16.8M
Founders Financial Alliance, LLC 3.83% Add +0.9% 33,841 $16.8M
BankPlus Trust Department 4.98% Add +3.3% 33,818 $16.8M
Connable Office Inc. 1.66% Add +10.5% 33,803 $16.8M
Northwest Bancshares, Inc. 2.93% Reduce -3.5% 33,771 $16.8M
Affinity Wealth Management LLC 2.68% Add +0.8% 33,764 $16.8M
Strategic Investment Advisors / MI 1.63% Reduce -5.2% 33,814 $16.8M
Financial Perspectives, Inc 5.06% Add +1.7% 33,659 $16.7M
Kemnay Advisory Services Inc. 2.66% Reduce -11.0% 33,648 $16.7M
Parker Investment Management, LLC 2.56% Reduce -0.5% 33,609 $16.7M
Mirador Capital Partners LP 2.71% Add +2.1% 33,586 $16.7M
Birinyi Associates Inc. 4.88% Reduce -9.1% 33,534 $16.7M
Bedel Financial Consulting, Inc. 2.27% Add +0.1% 33,452 $16.6M
Hollow Brook Wealth Management LLC 4.87% Reduce -0.4% 33,442 $16.6M
Shikiar Asset Management Inc. 5.09% Reduce -12.3% 33,426 $16.6M
Miller Investment Management, LP 1.74% Reduce -0.8% 33,410 $16.6M
Soros Fund Management 0.44% New 33,410 $16.6M
Raab & Moskowitz Asset Management LLC 3.96% Reduce -3.7% 33,382 $16.6M
Virtu Financial LLC 0.85% Reduce -33.9% 33,377 $16.6M
Zullo Investment Group, Inc. 6.73% Reduce -3.2% 33,336 $16.6M
Humankind Investments LLC 4.04% Reduce -4.9% 33,300 $16.6M
KPP Advisory Services LLC 2.73% Add +2.5% 33,281 $16.6M
Brentview Investment Management LLC 8.34% Reduce -1.5% 33,223 $16.5M
Once Capital Management, LLC 5.11% Add +3.4% 33,200 $16.5M
Woodbridge Co Ltd 0.03% — 33,200 $16.5M
XTX Topco Ltd 0.68% New 33,113 $16.5M
Alpha Family Trust 8.15% Add +3.2% 33,105 $16.5M
Accurate Wealth Management, LLC 2.52% Add +28.5% 32,832 $16.5M
FACT Capital, LP 7.82% Reduce -7.3% 33,053 $16.4M
West Family Investments, Inc. 4.29% Add +48.7% 33,050 $16.4M
Personal Cfo Solutions, LLC 3.04% Add +3.7% 33,003 $16.4M
Garrison Point Advisors, LLC 7.53% Reduce -1.6% 32,992 $16.4M
Builder Investment Group Inc. 4.04% Reduce -0.0% 32,881 $16.4M
1248 Management, LLC 6.04% Reduce -0.7% 32,873 $16.4M
Bank of New Hampshire 4.06% Reduce -5.3% 32,818 $16.3M
Birch Capital Management, LLC 8.35% No change 32,776 $16.3M
Sax Wealth Advisors, LLC 0.98% Add +16.4% 32,770 $16.3M
TRUE Private Wealth Advisors 1.83% Reduce -4.9% 32,741 $16.3M
Baldwin Investment Management, LLC 1.97% Reduce -0.7% 32,728 $16.3M
Dudley Capital Management, LLC 8.13% Reduce -0.4% 32,615 $16.2M
Kathmere Capital Management, LLC 1.25% Add +3.7% 32,587 $16.2M
Legacy Edge Advisors, LLC 2.16% Reduce -1.0% 32,567 $16.2M
Herold Advisors, Inc. 3.39% Reduce -13.8% 32,554 $16.2M
Atlas Capital Advisors Inc. 1.98% Reduce -5.2% 32,544 $16.2M
Asio Capital, LLC 2.69% Add +2.3% 32,507 $16.2M
Fort Point Capital Partners LLC 1.62% Add +7.7% 32,492 $16.2M
Paragon Private Wealth Management, LLC 6.44% Add +1.8% 32,484 $16.2M
Advisory Research Inc. 2.48% Add +17.5% 32,430 $16.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.05% Add +21.6% 32,398 $16.1M
Muhlenkamp & Co. Inc. 5.01% Add +0.2% 32,311 $16.1M
Roman Butler Fullerton & Co. 4.74% Add +6.5% 31,282 $16.1M
TCI Wealth Advisors, Inc. 1.10% Reduce -6.1% 32,292 $16.1M
Chronos Wealth Management, LLC 8.31% Reduce -1.0% 32,269 $16.1M
Banque de Luxembourg S.A. 9.18% Reduce -0.2% 42,697 $16.0M
Biltmore Family Office, LLC 2.71% Reduce -8.7% 32,206 $16.0M
John G Ullman & Associates Inc. 2.37% Reduce -0.4% 32,148 $16.0M
GKV Capital Management Co., Inc. 7.07% Reduce -0.4% 32,136 $16.0M
CoreCap Advisors, LLC 0.64% Reduce -20.4% 32,123 $16.0M
Elevatus Welath Management 5.33% Add +56.3% 32,119 $16.0M
Chapin Davis, Inc. 4.41% Reduce -25.3% 32,066 $16.0M
Marks Group Wealth Management, Inc 1.48% Reduce -1.4% 32,065 $15.9M
PGIM Custom Harvest LLC 0.33% Add +1.0% 32,064 $15.9M
Sustainable Insight Capital Management, LLC 7.21% Add +42.1% 32,026 $15.9M
New Millennium Group LLC 8.81% Add +10.8% 31,967 $15.9M
Ashton Thomas Securities, LLC 3.84% Reduce -2.9% 31,937 $15.9M
Optas, LLC 3.02% Add +7.3% 31,905 $15.9M
Bey-Douglas LLC 9.48% Add +40.4% 31,884 $15.9M
Fortis Capital Advisors, LLC 2.83% Reduce -2.3% 31,807 $15.8M
Boit C F David 7.61% No change 31,804 $15.8M
Point72 Italy, S.r.l. 7.80% New 31,800 $15.8M
Aprio Wealth Management, LLC 1.78% Add +27.2% 31,695 $15.8M
Evexia Wealth LLC 4.95% Reduce -0.2% 30,876 $15.7M
Members Trust Co 0.54% Add +15.5% 31,658 $15.7M
Bradyco, Inc. 11.55% No change 33,131 $15.7M
Seneca House Advisors 6.69% Add +2.7% 31,609 $15.7M
Cornerstone Advisory, LLC 1.69% Add +0.8% 31,571 $15.7M
FWL Investment Management, LLC 4.80% Add +0.4% 31,556 $15.7M
Argentarii, LLC 7.19% Add +0.2% 31,533 $15.7M
Clearline Capital LP 1.38% Reduce -34.2% 31,511 $15.7M
Citizens & Northern Corp. 4.18% Reduce -1.6% 31,425 $15.6M
Carroll Investors, Inc 8.28% Reduce -1.3% 31,424 $15.6M
Oxler Private Wealth LLC 4.90% Reduce -0.2% 31,328 $15.6M
MCF Advisors LLC 1.03% Add +1.8% 31,246 $15.5M
Cubist Systematic Strategies, LLC 0.17% Reduce -52.0% 31,209 $15.5M
Ayrshire Capital Management LLC 7.45% Add +0.3% 31,199 $15.5M
McIntyre Freedman & Flynn Investment Advisers Inc. 10.95% Reduce -0.1% 31,183 $15.5M
WealthShield Partners, LLC 1.87% Reduce -0.1% 31,161 $15.5M
Monument Capital Management 4.03% Add +0.6% 31,121 $15.5M
Old Port Advisors 4.22% Reduce -0.7% 31,118 $15.5M
Glassy Mountain Advisors, Inc. 4.98% Reduce -0.4% 31,080 $15.5M
Magnus Financial Group LLC 1.36% Add +4.0% 31,076 $15.5M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 6.20% Add +4.4% 31,051 $15.4M
Castle Rock Wealth Management, LLC 3.60% Add +3.7% 30,221 $15.4M
ZEGA Investments, LLC 3.87% Add +10.2% 30,970 $15.4M
In-Depth Partners, LLC 16.17% Reduce -12.0% 30,955 $15.4M
NORTHSTAR ASSET MANAGEMENT Co 3.53% Reduce -0.7% 30,829 $15.3M
Sonata Capital Group Inc. 6.12% Reduce -3.0% 30,814 $15.3M
Altfest L J & Co. Inc. 1.81% Add +20.6% 30,802 $15.3M
Allen Capital Group, LLC 1.59% Add +12.5% 30,772 $15.3M
Crews Bank & Trust 2.41% Reduce -0.9% 30,752 $15.3M
PARUS FINANCE (UK) Ltd 4.37% Reduce -2.1% 30,739 $15.3M
Hudson Value Partners, LLC 5.28% Reduce -5.1% 30,736 $15.3M
Quadcap Wealth Management, LLC 1.94% Add +2.5% 30,666 $15.3M
Financial Security Advisor, Inc. 3.51% Add +0.3% 30,653 $15.2M
MV Capital Management, Inc. 1.57% Reduce -1.9% 30,616 $15.2M
Nadler Financial Group, Inc. 1.56% Add +8.3% 30,594 $15.2M
Southeast Asset Advisors, LLC 1.81% Add +6.0% 30,584 $15.2M
White Pine Capital LLC 4.82% Reduce -0.3% 30,545 $15.2M
Point72 (DIFC) Ltd 1.21% Add +1286.4% 30,500 $15.2M
Gsa Capital Partners LLP 1.06% Add +598.5% 30,429 $15.1M
Great Diamond Partners, LLC 3.19% Add +26.5% 30,402 $15.1M
FCG Investment Co 7.89% Reduce -3.1% 30,397 $15.1M
TFG Advisers LLC 5.17% Reduce -0.6% 30,347 $15.1M
Fourpath Capital Management, LLC 2.37% Reduce -3.1% 30,316 $15.1M
Ameritas Advisory Services, LLC 0.78% Reduce -49.3% 30,246 $15.0M
MIdWestOne Financial Group, Inc. 1.95% Reduce -1.3% 30,191 $15.0M
Drexel Morgan & Co. 2.66% No change 30,129 $15.0M
GTS Securities LLC 0.67% Reduce -59.2% 30,045 $14.9M
Kentucky Farm Bureau Mutual Insurance Co 3.19% No change 30,000 $14.9M
Northstar Advisory Group, LLC 7.28% Add +295.4% 29,988 $14.9M
Nicolet Bankshares Inc. 2.58% Add +3.2% 29,970 $14.9M
CNB Bank 7.05% Reduce -4.3% 29,905 $14.9M
NWK Group, Inc. 5.22% Add +58.2% 29,893 $14.9M
Telos Capital Management, Inc. 1.51% Reduce -1.2% 29,884 $14.9M
Dumont & Blake Investment Advisors LLC 3.88% Add +0.2% 29,845 $14.8M
Pine Haven Investment Counsel, Inc 11.66% Add +0.2% 29,828 $14.8M
Northwest Capital Management Inc 8.03% Reduce -13.3% 29,822 $14.8M
Brown, Lisle/Cummings, Inc. 3.93% Reduce -0.7% 29,705 $14.8M
Uncommon Cents Investing LLC 3.95% Reduce -1.4% 29,693 $14.8M
Clear Creek Financial Management, LLC 1.40% Add +0.4% 29,672 $14.8M
Wynn Capital, LLC 7.87% Reduce -0.4% 29,669 $14.8M
Westwood Wealth Management 4.95% Reduce -0.9% 29,617 $14.7M
Chapman Investment Management, LLC 10.28% Reduce -0.1% 29,615 $14.7M
Raub Brock Capital Management LP 3.21% Add +2150.7% 29,597 $14.7M
Delta Financial Advisors LLC 5.18% Reduce -1.8% 29,586 $14.7M
Finer Wealth Management, Inc. 7.85% Reduce -0.4% 29,509 $14.7M
RDA Financial Network 3.96% Add +0.5% 29,462 $14.7M
Stonebridge Financial Group, LLC 1.42% Reduce -2.5% 29,423 $14.6M
World Equity Group, Inc. 3.98% Reduce -22.9% 29,363 $14.6M
FSM Wealth Advisors, LLC 2.37% Add +26.4% 29,322 $14.6M
Knightsbridge Asset Management, LLC 3.26% Add +152.1% 29,312 $14.6M
Glass Wealth Management Co LLC 7.76% Reduce -0.5% 29,280 $14.6M
Kensington Investment Counsel, LLC 6.23% Add +2.5% 29,194 $14.5M
McDonough Capital Management, Inc 8.14% Add +3.3% 29,191 $14.5M
Childress Capital Advisors, LLC 3.64% Add +9.6% 29,049 $14.4M
Seizert Capital Partners, LLC 0.63% Reduce -3.0% 28,998 $14.4M
Cambridge Advisors Inc. 3.01% Reduce -0.5% 28,932 $14.4M
SPC Financial, Inc. 1.20% Reduce -0.7% 28,923 $14.4M
Tyche Wealth Partners LLC 2.89% Reduce -10.3% 28,919 $14.4M
AIMZ Investment Advisors, LLC 4.82% Reduce -1.4% 28,914 $14.4M
Atlas Wealth LLC 7.11% Add +0.1% 29,219 $14.4M
LRI Investments, LLC 1.22% Add +1.5% 55,188 $14.4M
Am Investment Strategies LLC 3.38% Add +1.2% 28,855 $14.4M
Sentry LLC 2.86% Add +0.2% 28,846 $14.3M
Portfolio Design Labs, LLC 2.82% Reduce -34.5% 28,831 $14.3M
Buckhead Capital Management LLC 5.54% Reduce -8.0% 28,819 $14.3M
Harbour Capital Advisors, LLC 3.02% Reduce -0.3% 29,167 $14.3M
Financial Partners Group, LLC 5.18% Add +0.2% 28,765 $14.3M
Stanley-Laman Group, Ltd. 2.12% Reduce -11.4% 28,703 $14.3M
CGN Advisors LLC 1.27% Reduce -2.0% 28,682 $14.3M
Carnegie Lake Advisors LLC 5.65% Reduce -12.1% 28,669 $14.3M
Essex Bank 3.40% Reduce -4.1% 28,666 $14.3M
Penn Davis McFarland Inc. 1.61% Reduce -0.1% 28,661 $14.3M
Greenwoods Asset Management Hong Kong Ltd. 0.50% No change 28,650 $14.3M
Chancellor Financial Group WB LP 11.07% Add +0.6% 28,626 $14.2M
Blueprint Investment Partners LLC 2.52% Add +112.5% 28,608 $14.2M
Heartland Bank & Trust Co 6.67% Reduce -1.2% 28,607 $14.2M
Ellevest, Inc. 2.27% Reduce -2.2% 28,592 $14.2M
Enclave Advisors LLC 2.30% Reduce -8.2% 28,587 $14.2M
Ignite Planners, LLC 2.47% Reduce -2.8% 27,850 $14.2M
BTG Pactual Asset Management US LLC 1.92% Add +0.4% 28,554 $14.2M
Chesapeake Wealth Management 4.74% Reduce -1.3% 28,542 $14.2M
Lorne Steinberg Wealth Management Inc. 3.70% Reduce -0.5% 28,504 $14.2M
Key Financial Inc 2.85% Reduce -0.1% 28,453 $14.2M
JT Stratford LLC 2.15% Add +4.6% 28,438 $14.1M
Town & Country Bank & Trust CO dba First Bankers Trust CO 5.23% Reduce -1.1% 28,437 $14.1M
Vista Capital Partners, Inc. 1.55% Add +3.2% 28,399 $14.1M
Evanson Asset Management, LLC 0.88% Add +3.9% 28,397 $14.1M
WealthTrust Axiom LLC 4.15% Reduce -5.1% 28,388 $14.1M
GWN Securities Inc. 2.62% Reduce -53.7% 28,012 $14.1M
Eukles Asset Management 5.76% Reduce -0.2% 28,314 $14.1M
OneAscent Financial Services LLC 1.00% Reduce -45.6% 28,419 $14.1M
Transatlantique Private Wealth LLC 5.17% Reduce -1.3% 28,280 $14.1M
VCI Wealth Management LLC 4.92% Add +4.6% 28,262 $14.1M
Beacon Investment Advisors LLC 6.06% Add +0.1% 28,340 $14.1M
Global Wealth Management Investment Advisory, Inc. 2.64% Reduce -2.4% 28,250 $14.1M
Orca Investment Management, LLC 12.66% Reduce -4.6% 28,220 $14.0M
Midland Wealth Advisors, LLC 0.78% Reduce -10.3% 28,211 $14.0M
Bank Ozk 5.37% Reduce -0.7% 28,175 $14.0M
Capital Advisors Wealth Management, LLC 2.20% Reduce -2.5% 28,168 $14.0M
Cherry Creek Investment Advisors, Inc. 6.57% Reduce -1.1% 28,155 $14.0M
Greenland Capital Management LP 1.88% New 28,102 $14.0M
Arlington Trust Co LLC 2.73% Add +0.7% 28,086 $14.0M
Oarsman Capital, Inc. 2.19% Add +1.1% 28,068 $14.0M
Wrapmanager Inc. 3.39% Reduce -3.6% 27,995 $13.9M
Meridian Investment Counsel Inc. 3.78% Add +3.4% 27,953 $13.9M
Bedell Frazier Investment Counselling, LLC 3.50% Reduce -1.9% 27,918 $13.9M
RB Capital Management, LLC 3.28% Add +3.2% 27,909 $13.9M
Linden Thomas Advisory Services, LLC 1.53% Add +5.2% 27,903 $13.9M
Newman Dignan & Sheerar, Inc. 3.19% Reduce -5.7% 27,883 $13.9M
Cardinal Point Capital Management ULC 1.10% Add +406.2% 27,824 $13.8M
Front Row Advisors LLC 4.81% Reduce -1.5% 27,806 $13.8M
McGinn Penninger Investment Management, Inc. 8.75% Reduce -21.6% 27,805 $13.8M
Argyle Capital Management, LLC 5.01% Reduce -1.9% 27,801 $13.8M
Chickasaw Capital Management LLC 0.55% Reduce -0.4% 27,726 $13.8M
Retirement Planning Group, LLC 0.59% Add +1.1% 27,656 $13.8M
Harrington Investments, INC 7.27% Reduce -1.5% 27,640 $13.7M
Founders Capital Management 8.24% Reduce -0.5% 27,635 $13.7M
Tiemann Investment Advisors, LLC 5.62% Reduce -0.8% 27,600 $13.7M
Brick & Kyle, Associates 6.12% Reduce -0.2% 27,882 $13.7M
Gardner Lewis Asset Management L P 3.43% Reduce -4.0% 27,569 $13.7M
Windward Capital Management Co. 1.16% Reduce -2.8% 27,566 $13.7M
Breakwater Investment Management 5.30% No change 27,565 $13.7M
Councilmark Asset Management, LLC 8.68% Reduce -0.6% 27,561 $13.7M
Channel Wealth LLC 3.87% Add +0.2% 27,507 $13.7M
Signet Financial Management, LLC 1.71% Reduce -0.8% 27,424 $13.6M
Sandhill Capital Partners LLC 0.98% Add +0.1% 27,390 $13.6M
Revolve Wealth Partners, LLC 1.78% Reduce -1.9% 27,385 $13.6M
White Pine Investment CO 3.39% Reduce -4.0% 27,319 $13.6M
Empire Financial Management Company, LLC 3.92% Add +0.1% 27,314 $13.6M
Armstrong Advisory Group, Inc. 1.03% Reduce -0.9% 27,245 $13.6M
Consolidated Investment Group LLC 1.81% No change 27,214 $13.5M
Fortitude Advisory Group L.L.C. 7.74% Reduce -0.7% 27,213 $13.5M
Loudon Investment Management, LLC 7.48% Reduce -0.6% 27,186 $13.5M
JB Capital LLC 0.66% Reduce -0.6% 27,185 $13.5M
Menlo Advisors LLC 7.28% Reduce -2.2% 27,172 $13.5M
Greenfield Savings Bank 6.13% Add +0.2% 27,160 $13.5M
Beck Capital Management, LLC 3.36% Reduce -3.3% 27,064 $13.5M
Ballast Advisors LLC 3.97% Reduce -0.1% 27,053 $13.5M
Mill Creek Capital Advisors, LLC 0.30% Add +1.7% 27,049 $13.5M
Buttonwood Financial Advisors Inc. 5.40% Add +2.1% 27,040 $13.5M
111 Capital 2.31% Reduce -29.0% 26,998 $13.4M
Hardy Reed LLC 1.07% Reduce -2.8% 26,937 $13.4M
Integrated Investment Consultants, LLC 2.63% Reduce -6.5% 26,932 $13.4M
MGB Wealth Management, LLC 4.41% Reduce -0.5% 26,932 $13.4M
DGS Capital Management, LLC 2.76% Add +2.1% 26,921 $13.4M
Drive Wealth Management, LLC 2.93% Add +2.2% 26,919 $13.4M
Keystone Financial Planning, Inc. 4.04% Reduce -3.0% 26,882 $13.4M
Smith, Moore & Co. 1.12% Add +8.9% 26,869 $13.4M
Bridge Creek Capital Management LLC 3.91% Reduce -1.3% 26,780 $13.3M
Excalibur Management Corp. 4.99% Reduce -0.6% 26,740 $13.3M
Harmony Asset Management LLC 4.95% Add +0.3% 26,575 $13.2M
Golden State Wealth Management, LLC 1.61% Add +20.7% 26,573 $13.2M
Fairfield, Bush & Co. 7.47% Reduce -4.1% 26,567 $13.2M
Huntleigh Advisors, Inc. 2.55% Reduce -2.1% 26,561 $13.2M
Wormser Freres Gestion 7.85% Reduce -2.4% 26,524 $13.2M
Inspire Trust Co, N.A. 2.72% Reduce -1.4% 26,500 $13.2M
IFC Advisors LLC 2.46% Add +4.5% 26,465 $13.2M
Kinsale Capital Group, Inc. 2.70% Add +11.1% 26,454 $13.2M
True North Advisors, LLC 2.52% Reduce -10.7% 26,427 $13.1M
Interchange Capital Partners, LLC 3.03% Add +0.6% 26,399 $13.1M
Enterprise Financial Services Corp 7.01% Add +6.4% 26,390 $13.1M
Hartford Financial Management Inc. 3.59% Reduce -49.6% 26,387 $13.1M
Chaney Capital Management, Inc. 5.15% Add +6.0% 26,374 $13.1M
Radnor Capital Management, LLC 2.09% Add +0.1% 26,358 $13.1M
NovaPoint Capital, LLC 4.02% Add +1.4% 26,340 $13.1M
Westside Investment Management, Inc. 2.42% Add +4.2% 26,312 $13.1M
Lester Murray Antman dba SimplyRich 3.63% Reduce -0.3% 26,189 $13.0M
Brandywine Oak Private Wealth LLC 1.21% Reduce -3.5% 26,155 $13.0M
McHugh Group, LLC 8.80% Reduce -3.7% 26,130 $13.0M
BCS Private Wealth Management, Inc. 4.89% — 26,100 $13.0M
S.E.E.D. Planning Group LLC 4.07% Reduce -9.5% 26,101 $13.0M
JNBA Financial Advisors 1.25% Reduce -0.3% 26,069 $13.0M
Berbice Capital Management LLC 9.07% Add +4.8% 26,030 $12.9M
Harbor Advisors LLC 2.12% No change 26,000 $12.9M
Parisi Gray Wealth Management 3.70% Add +0.3% 25,963 $12.9M
Commonwealth Retirement Investments LLC 4.91% Reduce -1.6% 25,960 $12.9M
Cascades Capital Asset Management, LLC 6.74% Reduce -5.8% 25,927 $12.9M
Capital Market Strategies LLC 9.01% Reduce -10.8% 25,908 $12.9M
Sterling Investment Advisors, Ltd. 2.82% Add +2.3% 25,887 $12.9M
Blodgett Wealth Advisors, LLC 10.08% Reduce -3.6% 25,854 $12.9M
Bank Hapoalim BM 1.83% Reduce -1.4% 25,826 $12.8M
Mitchell Sinkler & Starr 6.14% Reduce -55.7% 25,777 $12.8M
Barton Investment Management 1.33% No change 25,775 $12.8M
Richards, Merrill & Peterson, Inc. 6.09% Add +2.4% 25,750 $12.8M
Wimmer Associates 1, LLC 6.53% Reduce -0.5% 25,685 $12.8M
Mattson Financial Services, LLC 3.44% Reduce -0.9% 25,679 $12.8M
CVA Family Office, LLC 1.79% Add +3.5% 25,661 $12.8M
MJP Associates Inc. 1.89% Add +12.4% 25,620 $12.7M
Louisbourg Investments Inc. 3.00% Add +0.2% 31,270 $12.7M
InvesTrust 4.90% Reduce -29.5% 25,546 $12.7M
David J Yvars Group 7.42% Add +4.4% 25,446 $12.7M
Liberty Capital Management, Inc. 2.55% Reduce -0.1% 25,392 $12.6M
Settian Capital LP 8.89% No change 25,350 $12.6M
Alpine Woods Capital Investors, LLC 3.00% Reduce -8.8% 25,344 $12.6M
L.M. Kohn & Company 3.40% Reduce -3.5% 25,329 $12.6M
Advocate Group LLC 2.25% Reduce -0.8% 25,316 $12.6M
Agate Pass Investment Management, LLC 5.16% Add +3.9% 25,273 $12.6M
BKM Wealth Management, LLC 4.91% Reduce -6.1% 25,253 $12.6M
Elwood Capital Partners LP 11.63% No change 25,243 $12.6M
West Michigan Advisors, LLC 3.54% Add +28.6% 25,229 $12.5M
Greenline Partners, LLC 1.69% Add +30.7% 25,221 $12.5M
Citizens Business Bank 2.44% Add +1.6% 25,199 $12.5M
Canopy Partners, LLC 4.58% Reduce -2.8% 25,100 $12.5M
Enhancing Capital LLC 9.51% Reduce 0.0% 25,084 $12.5M
JFS Wealth Advisors, LLC 0.79% Add +19.4% 25,067 $12.5M
Root Financial Partners, LLC 1.20% Add +4.0% 25,057 $12.5M
Penbrook Management LLC 9.34% Reduce -4.0% 24,980 $12.4M
Austin Private Wealth, LLC 0.98% Add +1.8% 24,978 $12.4M
CORDA Investment Management, LLC. 0.91% Add +1.4% 24,957 $12.4M
Trust Co. of Oklahoma 3.95% Reduce -1.0% 24,931 $12.4M
Prestige Wealth Management Group LLC 2.53% Add +0.3% 24,905 $12.4M
LCNB Corp. 4.35% Reduce -0.9% 24,848 $12.4M
Oak Hill Wealth Advisors, LLC 2.56% Reduce -0.1% 24,867 $12.3M
Franklin, Parlapiano, Turner & Welch, LLC 3.22% Add +0.4% 24,807 $12.3M
Naman Capital Ltda 4.01% No change 24,800 $12.3M
Keystone Wealth Services, LLC 2.97% Reduce -0.8% 24,791 $12.3M
Benson Investment Management Company, Inc. 4.68% Reduce -0.2% 24,743 $12.3M
Ring Mountain Capital, LLC 7.48% Add +2.2% 24,094 $12.3M
Valley Brook Capital Group, Inc. 9.19% Reduce -2.0% 24,696 $12.3M
D'Orazio & Associates, Inc. 1.73% Add +5.7% 24,694 $12.3M
KG Capital Management 3.62% Reduce -11.7% 24,693 $12.3M
Sphera Management Technology Funds Ltd 7.53% Add +46.5% 24,684 $12.3M
HBW Advisory Services LLC 1.51% Add +8.6% 24,647 $12.3M
Lineweaver Wealth Advisors, LLC 1.93% Reduce -3.0% 24,606 $12.2M
Cardiff Park Advisors, LLC 1.06% Reduce -2.9% 24,604 $12.2M
Lederer & Associates Investment Counsel 8.09% Reduce -5.0% 24,596 $12.2M
Drucker Wealth 3.0, LLC 2.36% Add +17.9% 24,296 $12.2M
Mount Vernon Associates Inc. 8.83% Reduce -0.5% 24,577 $12.2M
Sonoma Private Wealth LLC 14.96% Reduce -12.6% 24,526 $12.2M
Adirondack Trust Co. 4.43% Add +0.3% 24,526 $12.2M
Bulltick Wealth Management, LLC 3.00% Reduce -11.3% 24,473 $12.2M
Carderock Capital Management Inc. 3.12% Add +2.7% 24,469 $12.2M
Marathon Capital Management 3.12% Reduce -9.6% 24,450 $12.2M
Pacifica Partners Inc. 4.93% Reduce -2.3% 24,495 $12.1M
Elgethun Capital Management 2.44% Reduce -0.8% 24,412 $12.1M
United Advisor Group, LLC 2.10% Add +5.8% 24,407 $12.1M
Ar Asset Management Inc. 2.73% Add +0.5% 24,399 $12.1M
Pinnacle West Asset Management, Inc. 8.38% Reduce -0.4% 24,385 $12.1M
HERALD INVESTMENT MANAGEMENT Ltd 1.79% Reduce -9.1% 24,300 $12.1M
Geneva Partners, LLC 4.79% Reduce -0.1% 24,283 $12.1M
Sawyer & Company, Inc 4.05% Add +28.5% 32,358 $12.1M
Canton Hathaway, LLC 2.46% Add +0.0% 24,246 $12.1M
Leisure Capital Management 4.54% Reduce -1.3% 24,237 $12.1M
Wealth Preservation Advisors, LLC 7.42% Reduce -0.0% 24,210 $12.0M
Lantz Financial LLC 3.00% Add +2.5% 24,210 $12.0M
Regatta Capital Group, LLC 2.06% Add +3.1% 24,165 $12.0M
Eastover Investment Advisors LLC 5.38% Reduce -3.0% 24,125 $12.0M
Trust Co of Kansas 5.72% Add +3.4% 24,113 $12.0M
Diversified Enterprises, LLC 0.89% Reduce -1.5% 24,066 $12.0M
OMC Financial Services LTD 4.89% Reduce -2.2% 24,064 $12.0M
Souders Financial Advisors 1.52% Add +5.0% 24,014 $11.9M
Mission Creek Capital Partners, Inc. 2.65% Reduce -19.2% 23,993 $11.9M
Stableford Capital II LLC 4.49% Reduce -3.6% 23,219 $11.9M
HHM Wealth Advisors, LLC 1.42% Reduce -3.5% 23,976 $11.9M
First Command Advisory Services, Inc. 0.10% Reduce -0.4% 23,962 $11.9M
Atlas Brown,Inc. 3.82% Add +0.8% 23,947 $11.9M
Tandem Capital Management Corp. 6.03% Reduce -0.8% 23,941 $11.9M
San Luis Wealth Advisors LLC 2.55% Reduce -3.3% 23,897 $11.9M
Redmond Asset Management, LLC 2.83% Reduce -2.0% 23,897 $11.9M
First PREMIER Bank 2.88% Add +1.6% 23,880 $11.9M
Hurlow Wealth Management Group, Inc. 3.35% Reduce -0.5% 23,863 $11.9M
Retirement Solution LLC 3.03% Add +1.0% 23,855 $11.9M
Center for Financial Planning, Inc. 1.36% Add +0.5% 23,852 $11.9M
Tradewinds Capital Management, LLC 2.98% Reduce -7.2% 23,835 $11.9M
Freedom Investment Management, Inc. 0.95% Reduce -3.6% 23,810 $11.8M
Peregrine Asset Advisers, Inc. 3.69% Reduce -1.0% 23,800 $11.8M
Hamel Associates, Inc. 4.01% Reduce -1.2% 23,788 $11.8M
Roberts Capital Advisors, LLC 8.75% No change 23,777 $11.8M
Tanager Wealth Management LLP 1.39% Reduce -3.3% 23,766 $11.8M
Frisch Financial Group, Inc. 2.88% Add +5.5% 23,702 $11.8M
Papamarkou Wellner Asset Management inc. 7.79% Reduce -3.2% 23,662 $11.8M
Ceeto Capital Group, LLC 4.09% No change 23,655 $11.8M
Kercheville Advisors, LLC 4.06% Add +15.3% 23,635 $11.8M
Red Cedar Investment Management, LLC 1.48% No change 23,625 $11.8M
Goodman Advisory Group, LLC 3.98% Reduce -10.0% 23,525 $11.7M
United Capital Management of KS, Inc. 1.83% Add +1.1% 23,510 $11.7M
Tyler-Stone Wealth Management 1.88% Add +2.7% 23,497 $11.7M
Compton Wealth Advisory Group, LLC 2.96% Add +0.5% 23,492 $11.7M
Elyxium Wealth, LLC 4.38% Add +8.3% 23,469 $11.7M
Arista Wealth Management, LLC 1.61% Add +286.9% 23,455 $11.7M
Highline Wealth Partners LLC 3.45% Add +1.7% 23,443 $11.7M
Corsair Capital Management, L.P. 2.23% Reduce -0.2% 23,442 $11.7M
Bradley & Co. Private Wealth Management, LLC 7.14% Reduce -0.6% 23,439 $11.7M
TTP Investments, Inc. 3.82% Add +0.7% 23,434 $11.7M
Eos Management, L.P. 5.08% No change 23,425 $11.7M
Gibbs Wealth Management 2.24% Add +16.5% 23,409 $11.6M
Trail Ridge Investment Advisors, LLC 5.60% Reduce -3.1% 21,825 $11.6M
Alliance Wealth Advisors, LLC 2.81% Add +0.5% 23,383 $11.6M
Moseley Investment Management Inc. 4.01% Add +0.5% 23,377 $11.6M
Poehling Capital Management, INC. 2.71% Add +0.8% 23,358 $11.6M
Main Street Group, LTD 4.21% Reduce -6.2% 23,355 $11.6M
Wambolt & Associates, LLC 3.91% Reduce -5.5% 23,513 $11.6M
Wisconsin Capital Management LLC 6.38% Add +0.2% 23,220 $11.5M
Allegheny Financial Group 2.56% Add +5.5% 23,207 $11.5M
Annandale Capital, LLC 2.12% Add +0.1% 23,159 $11.5M
Genus Capital Management Inc. 1.48% Add +579.9% 23,156 $11.5M
Ami Investment Management Inc. 2.97% Reduce -0.8% 23,147 $11.5M
Delaney Dennis R 5.90% Add +0.8% 23,101 $11.5M
AMJ Financial Wealth Management 2.89% Reduce -0.1% 22,989 $11.4M
AssuredPartners Investment Advisors, LLC 2.79% Reduce -16.6% 22,946 $11.4M
Silver Oak Securities, Incorporated 0.95% Add +1.4% 22,945 $11.4M
Chesapeake Asset Management LLC 10.38% Reduce -1.3% 22,943 $11.4M
SYM FINANCIAL Corp 1.28% Add +8.3% 22,936 $11.4M
Cascade Financial Partners, LLC 1.37% Add +0.7% 22,935 $11.4M
LOM Asset Management Ltd 3.86% — 22,913 $11.4M
Triad Wealth Partners, LLC 2.30% Add +50.3% 22,912 $11.4M
Cornerstone Enterprises, LLC 6.12% Reduce -7.6% 22,872 $11.4M
Solstein Capital, LLC 5.82% Add +5.8% 22,816 $11.3M
Earned Wealth Advisors, LLC 2.22% Reduce -5.5% 22,791 $11.3M
Nikulski Financial, Inc. 3.10% Add +8.3% 22,786 $11.3M
Arrow Capital Pty Ltd 5.48% Reduce -14.7% 14,927 $11.3M
Providence Wealth Advisors, LLC 7.76% Add +4.6% 21,640 $11.3M
Stelac Advisory Services LLC 4.29% Add +0.4% 22,708 $11.3M
Stablepoint Partners, LLC 1.92% Reduce -0.5% 22,681 $11.3M
Pinnacle Bancorp, Inc. 3.48% Add +0.0% 22,664 $11.3M
Asahi Life Asset Management Co., LTD. 6.58% Reduce -0.9% 22,663 $11.3M
Ethos Financial Group, LLC 0.97% Reduce -46.0% 22,628 $11.3M
Saranac Partners Ltd 6.03% Reduce -2.1% 22,605 $11.2M
Voya Financial Advisors, Inc. 1.13% Add +0.3% 22,657 $11.2M
Resurgent Financial Advisors LLC 6.18% Add +2.6% 22,537 $11.2M
SOL Capital Management CO 1.09% Reduce -0.3% 22,535 $11.2M
Independent Solutions Wealth Management, LLC 2.19% Reduce -1.4% 22,517 $11.2M
Abundance Wealth Counselors 2.10% Add +3.5% 22,722 $11.2M
Centerpoint Advisors, LLC 3.80% Reduce -1.3% 22,505 $11.2M
Curbstone Financial Management Corp 2.30% Reduce -0.8% 22,490 $11.2M
Windle Wealth, LLC 5.47% Add +0.8% 22,479 $11.2M
Pines Wealth Management, LLC 3.95% Add +7.7% 22,403 $11.2M
Eagle Capital Management, LLC 4.91% Reduce -1.8% 22,457 $11.2M
Annis Gardner Whiting Capital Advisors, LLC 3.86% Add +8.8% 22,418 $11.2M
Blue Edge Capital, LLC 1.66% Reduce -3.1% 22,384 $11.1M
3Chopt Investment Partners, LLC 2.67% Add +1.6% 22,358 $11.1M
Crown Wealth Group, LLC 4.17% Add +0.2% 22,327 $11.1M
Aventura Private Wealth, LLC 4.81% Reduce -0.8% 22,315 $11.1M
Cerro Pacific Wealth Advisors LLC 3.08% Reduce -1.6% 22,314 $11.1M
Bcwm, LLC 3.52% Add +11.8% 22,288 $11.1M
Schneider Downs Wealth Management Advisors, LP 1.65% Reduce -2.8% 22,251 $11.1M
Gries Financial LLC 2.01% Add +7.3% 22,186 $11.0M
IMS Capital Management 5.16% Reduce -0.6% 22,173 $11.0M
Riverview Capital Advisers, LLC 3.15% Add +1.2% 22,133 $11.0M
Mandatum Life Insurance Co Ltd 2.89% Reduce -1.0% 22,096 $11.0M
McCarter Private Wealth Services LLC 6.28% Reduce -0.8% 22,073 $11.0M
Chelsea Counsel Co. 5.44% Reduce -7.6% 22,070 $11.0M
Breakwater Capital Group 1.79% Reduce -0.8% 22,053 $11.0M
Advanced Asset Management Advisors Inc 2.96% Reduce -35.3% 22,043 $11.0M
Summit X, LLC 2.04% Add +1.9% 22,018 $11.0M
Sound Income Strategies, LLC 0.63% Add +9.9% 22,013 $10.9M
LCM Capital Management Inc 5.69% Add +4.2% 22,001 $10.9M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 5.71% Reduce -6.0% 22,000 $10.9M
RedJay Asset Management Inc. 2.57% No change 22,000 $10.9M
Piscataqua Savings Bank 9.14% Reduce -1.6% 21,999 $10.9M
Diligent Investors, LLC 2.59% Reduce -58.9% 21,971 $10.9M
Lakeshore Financial Planning, Inc. 4.38% Reduce -1.1% 21,933 $10.9M
Forefront Wealth Management Inc. 8.73% Reduce -0.5% 21,903 $10.9M
Commonwealth Financial Services, LLC 2.09% Add +1.1% 21,859 $10.9M
High Note Wealth, LLC 2.49% Add +2.5% 21,850 $10.9M
Scott Marsh Financial, LLC 4.02% — 21,802 $10.8M
Forte Capital LLC 1.17% Reduce -0.7% 21,792 $10.8M
Sivia Capital Partners, LLC 3.69% Add +2.1% 21,788 $10.8M
Notis-McConarty Edward 5.28% Add +0.4% 21,784 $10.8M
Fusion Capital, LLC 3.70% Add +1.3% 21,776 $10.8M
Wealth Management Partners, LLC 3.83% Reduce -0.9% 21,747 $10.8M
Summa Corp. 5.62% Reduce -22.5% 21,758 $10.8M
Studio Investment Management LLC 2.17% Reduce -2.2% 21,752 $10.8M
Blume Capital Management, Inc. 2.20% Reduce -2.8% 21,723 $10.8M
Cantor Fitzgerald, L. P. 0.27% Reduce -70.4% 21,696 $10.8M
Mezzasalma Advisors, LLC 3.24% Reduce -8.4% 21,677 $10.8M
Tempus Wealth Planning, LLC 2.69% Add +0.1% 21,666 $10.8M
Barbara Oil Co. 4.23% No change 21,620 $10.8M
Capricorn Fund Managers Ltd 5.08% Reduce -12.0% 21,607 $10.7M
First Commonwealth Financial Corp 2.32% Add +0.3% 21,571 $10.7M
General Partner, Inc. 6.28% Reduce -7.5% 21,551 $10.7M
Orleans Capital Management Corp. 5.68% Add +6.8% 21,524 $10.7M
Abacus Planning Group, Inc. 1.59% Reduce -0.8% 21,466 $10.7M
Mendel Money Management 4.73% Reduce -3.5% 21,461 $10.7M
SGL Investment Advisors, Inc. 5.14% Add +1.1% 21,487 $10.7M
All Terrain Financial Advisors, LLC 3.87% Reduce -0.1% 21,422 $10.7M
Leelyn Smith, LLC 1.75% Add +1.7% 21,419 $10.7M
IMA Advisory Services, Inc. 1.14% Add +1.1% 21,416 $10.7M
Wealth Architects, LLC 1.08% Reduce -0.4% 21,408 $10.6M
Aft, Forsyth & Sober, LLC 3.59% Add +0.9% 21,400 $10.6M
Sentry Investment Management LLC 5.87% Reduce -1.0% 21,428 $10.6M
Headlands Technologies LLC 1.27% New 21,379 $10.6M
Summit Financial Strategies, Inc. 0.98% Reduce -1.6% 21,360 $10.6M
Highview Capital Management LLC 4.10% Add +8.0% 21,345 $10.6M
Thrive Wealth Management, LLC 1.72% Add +0.3% 21,342 $10.6M
Security National Bank of So Dak 5.77% Reduce -0.6% 21,301 $10.6M
Lifeworks Advisors, LLC 1.58% Reduce -1.9% 21,294 $10.6M
Sentinel Trust Co. Lba 1.15% Reduce -5.3% 21,223 $10.6M
Alaethes Wealth, LLC 3.14% Add +1.8% 21,139 $10.5M
First Pacific Financial 1.55% Add +2.0% 21,110 $10.5M
Tiptree Advisors, LLC 8.22% Add +19.9% 21,100 $10.5M
Virtue Capital Management, LLC 1.93% Reduce -32.2% 21,058 $10.5M
Colonial River Investments, LLC 4.51% Add +7.7% 20,883 $10.5M
Howard Financial Services, LTD. 1.38% Reduce -13.9% 21,050 $10.5M
O'Brien Greene & Co. Inc 3.42% Reduce -1.3% 21,042 $10.5M
GSG Advisors LLC 3.03% Add +2.0% 20,987 $10.4M
NewSquare Capital LLC 0.78% Add +11.5% 20,985 $10.4M
Sittner & Nelson, LLC 4.20% Add +0.3% 20,978 $10.4M
Peak Planning Group, LLC 6.67% Reduce -25.2% 20,975 $10.4M
Investment Research & Advisory Group, Inc. 3.88% Reduce -14.2% 20,945 $10.4M
Wealth Management Associates, Inc. 4.05% Reduce -0.6% 20,938 $10.4M
Byrne Asset Management LLC 8.07% Reduce -1.5% 20,929 $10.4M
Investment Partners, LTD. 3.94% Reduce -7.8% 20,924 $10.4M
Capital Insight Partners, LLC 1.81% Add +0.3% 20,917 $10.4M
JPL Wealth Management, LLC 2.81% Reduce -0.1% 20,902 $10.4M
Atlanta Consulting Group Advisors, LLC 2.84% Reduce -2.0% 20,890 $10.4M
Cromwell Holdings LLC 6.29% Add +9.0% 20,858 $10.4M
Prudent Investors Network, Inc. 2.80% Reduce -3.4% 20,847 $10.4M
Anb Bank 4.65% Reduce -11.8% 20,830 $10.4M
RFG - Bristol Wealth Advisors, LLC 3.21% Reduce -4.3% 20,822 $10.4M
LMR Partners LLP 0.24% Add +3.3% 20,804 $10.3M
Pinkerton Wealth, LLC 1.23% Reduce -0.2% 20,794 $10.3M
Secure Asset Management, LLC 1.92% Reduce -4.5% 20,781 $10.3M
Richard P Slaughter Associates Inc 2.11% Add +9.9% 20,762 $10.3M
Gilliland Jeter Wealth Management LLC 3.36% Reduce -2.5% 20,756 $10.3M
Maia Wealth LLC 1.97% Add +6.4% 20,756 $10.3M
Wealth Advisors of Tampa Bay, LLC 3.89% Reduce -0.2% 20,742 $10.3M
Brooks, Moore & Associates, Inc. 5.56% Reduce -2.7% 19,327 $10.3M
Prospector Partners LLC 1.21% Reduce -5.7% 20,715 $10.3M
First Community Trust NA 8.36% Reduce -0.4% 20,679 $10.3M
StrongBox Wealth, LLC 3.90% Add +0.3% 20,650 $10.3M
Patrick Mauro Investment Advisor, INC. 5.81% Reduce -6.8% 21,481 $10.3M
North Growth Management Ltd. 1.92% No change 21,000 $10.2M
Peoples Financial Services Corp. 5.06% Reduce -6.7% 20,575 $10.2M
Godshalk Welsh Capital Management, Inc. 6.30% Reduce -4.0% 20,570 $10.2M
First Washington CORP 3.30% Reduce -1.7% 20,553 $10.2M
626 Financial, LLC 4.79% Add +0.1% 20,530 $10.2M
Bernard Wealth Management Corp. 4.73% Reduce -3.8% 20,524 $10.2M
Kwmg, LLC 0.96% Add +0.1% 20,518 $10.2M
Wilkins Investment Counsel Inc. 1.44% Add +4.3% 20,484 $10.2M
Everpar Advisors LLC 4.63% Add +10.8% 20,483 $10.2M
Hudson Canyon Capital Management 6.32% Add +0.5% 20,437 $10.2M
Pursue Wealth Partners LLC 5.77% Reduce -6.5% 20,414 $10.2M
United Bank 3.88% Reduce -4.1% 20,390 $10.1M
Royal Capital Wealth Management, LLC 6.74% Add +0.1% 20,386 $10.1M
Lesa Sroufe & Co 9.30% Add +0.0% 20,351 $10.1M
EagleClaw Capital Managment, LLC 1.51% Reduce -2.5% 20,333 $10.1M
Bender Robert & Associates 2.25% Reduce -1.9% 20,319 $10.1M
Quadrant Private Wealth Management, LLC 2.09% Add +3.3% 20,312 $10.1M
Hengehold Capital Management LLC 0.92% Reduce -0.1% 20,258 $10.1M
Plante Moran Financial Advisors, LLC 0.71% Reduce -6.3% 20,253 $10.1M
FLC Capital Advisors 2.08% Add +2.2% 20,241 $10.1M
Cherokee Insurance Co 4.39% No change 20,225 $10.1M
Fairvoy Private Wealth, LLC 2.50% Add +1.8% 20,220 $10.1M
RBA Wealth Management, LLC 3.74% Reduce -2.2% 20,171 $10.0M
Advisors Preferred, LLC 1.65% No change 20,350 $10.0M
Cary Street Partners Investment Advisory LLC 4.84% Add +16.5% 20,089 $10.0M
Palumbo Wealth Management LLC 3.09% Add +0.3% 20,081 $10.0M
Centric Wealth Management 2.38% Add +3.4% 19,116 $10.0M
Beacon Financial Group 1.04% Add +1.9% 20,061 $10.0M
Townsend Asset Management Corp. /NC/ 3.61% Reduce -1.2% 20,061 $10.0M
Prentiss Smith & Co. Inc. 5.93% Add +174.2% 20,051 $10.0M
Octavia Wealth Advisors, LLC 1.13% Reduce -4.3% 20,049 $10.0M
Arkfeld Wealth Strategies, L.L.C. 3.94% Reduce -0.1% 20,023 $10.0M
Stenham Asset Management Ltd 4.34% Reduce -17.6% 20,030 $10.0M
Family Legacy, Inc. 3.24% Reduce -2.0% 20,027 $10.0M
Lynch Asset Management, Inc. 3.51% Add +11.4% 20,025 $10.0M
Horizon Investment Services, LLC 4.36% Reduce -2.5% 20,011 $10.0M
Charles Schwab Trust Co 0.75% Add +10.3% 20,003 $9.9M
KP Management LLC 4.03% Add +33.3% 20,000 $9.9M
Rubicon Global Capital Ltd 1.57% No change 20,000 $9.9M
Sona Asset Management (us) LLC 0.75% New 20,000 $9.9M
Zimmer Partners, LP 0.23% No change 20,000 $9.9M
Probity Advisors, Inc. 1.75% Reduce -2.6% 19,994 $9.9M
Wellington Capital Management, Inc. 14.85% — 19,987 $9.9M
Redwood Investment Management, LLC 1.05% Reduce -17.9% 19,986 $9.9M
Aristides Capital LLC 3.16% No change 19,970 $9.9M
Congress Park Capital LLC 3.25% Add +9.1% 19,955 $9.9M
Transcendent Capital Group LLC 5.10% Add +0.3% 19,953 $9.9M
First City Capital Management, Inc. 5.73% Reduce -0.9% 19,950 $9.9M
Burford Brothers, Inc. 4.55% Add +0.1% 19,943 $9.9M
My Legacy Advisors, LLC 3.53% Add +2.4% 19,776 $9.9M
Alexander Labrunerie & Co., Inc. 4.11% Reduce -3.2% 19,930 $9.9M
Cumberland Advisors Inc. 4.17% Reduce -0.3% 19,925 $9.9M
Fruth Investment Management 2.69% Reduce -1.8% 19,925 $9.9M
Prossimo Advisors, LLC 7.95% No change 19,904 $9.9M
Boxwood Ventures, Inc. 12.80% Add +2.1% 19,890 $9.9M
Pensionfund Sabic 2.80% Reduce -2.0% 19,890 $9.9M
Yukon Wealth Management, Inc. 3.54% Add +4.3% 19,885 $9.9M
Triangle Securities Wealth Management 2.43% Reduce -25.0% 19,874 $9.9M
Trust Investment Advisors 6.00% Reduce -5.6% 19,858 $9.9M
Sirios Capital Management L P 1.43% Reduce -0.4% 19,843 $9.9M
Cottage Street Advisors LLC 5.13% Reduce -24.1% 19,840 $9.9M
Bluespring Wealth Management, LLC 0.94% Add +1.0% 19,835 $9.9M
Bouvel Investment Partners, LLC 3.33% Add +1.7% 19,805 $9.9M
NWF Advisory Services Inc. 1.17% Add +14.3% 19,773 $9.8M
1776 Wealth LLC 4.05% Add +2.1% 19,759 $9.8M
Atwater Malick LLC 3.11% Reduce -0.3% 19,758 $9.8M
Acropolis Investment Management, LLC 0.54% Add +0.8% 19,752 $9.8M
Rainier Family Wealth Inc. 9.81% Add +1.9% 19,743 $9.8M
Alcosta Capital Management, Inc. 5.47% Reduce -0.4% 19,720 $9.8M
Bangor Savings Bank 0.88% Reduce -2.4% 19,701 $9.8M
Revisor Wealth Management LLC 3.53% Add +5.3% 19,538 $9.8M
Marino, Stram & Associates LLC 1.97% Add +0.8% 19,668 $9.8M
Duncan Williams Asset Management, LLC 3.09% Add +6.4% 19,666 $9.8M
Intellectus Partners, LLC 2.12% Add +0.4% 19,645 $9.8M
CYBER HORNET ETFs LLC 7.03% Reduce -1.1% 19,630 $9.8M
Paragon Advisors, LLC 2.55% Add +43.5% 19,618 $9.8M
Whitford Management LLC 10.35% Add +1.6% 19,612 $9.8M
Sfm, LLC 6.25% Reduce -0.2% 19,583 $9.7M
Wealth Alliance Advisory Group, LLC 1.85% Add +8.9% 19,579 $9.7M
Peninsula Asset Management Inc. 5.14% Add +1.2% 19,578 $9.7M
XXEC, Inc. 7.82% Reduce -31.6% 19,567 $9.7M
Prosperitas Financial LLC 4.57% Add +4.6% 19,540 $9.7M
Phoenix Wealth Advisors 4.06% Reduce -1.8% 19,510 $9.7M
DeDora Capital, Inc. 2.53% Add +0.0% 19,469 $9.7M
Trivant Custom Portfolio Group, LLC 5.33% Reduce -1.8% 19,437 $9.7M
Martin & Co. Inc. 1.78% Reduce -0.8% 19,436 $9.7M
Cornell Pochily Investment Advisors, Inc. 3.16% Reduce -0.3% 19,434 $9.7M
Gold Investment Management Ltd. 3.64% Add +5.7% 19,548 $9.7M
Alteri Wealth LLC 3.75% Reduce -1.4% 19,412 $9.7M
WT Wealth Management 2.86% Reduce -7.9% 19,411 $9.7M
TBH Global Asset Management, LLC 2.06% Reduce -29.8% 19,368 $9.6M
Avalon Capital Management 2.59% Reduce -33.0% 19,362 $9.6M
Alkeme Wealth, LLC 4.29% Reduce -2.5% 19,359 $9.6M
Liberty Wealth Management LLC 1.51% Add +2.1% 19,356 $9.6M
Trust Co of the South 1.71% Add +2.4% 19,321 $9.6M
Scissortail Wealth Management, LLC 2.31% Add +1.0% 19,319 $9.6M
Spirit of America Management Corp. 2.00% Reduce -1.0% 19,299 $9.6M
Schwerin Boyle Capital Management Inc. 1.07% Reduce -5.3% 19,290 $9.6M
WealthPLAN Partners, LLC 1.54% Reduce -8.8% 19,278 $9.6M
Peregrine Investment Management Inc. 6.12% Reduce -16.7% 19,247 $9.6M
Stamos Capital Partners, L.P. 1.72% Add +42.9% 19,234 $9.6M
Aft, Forsyth & Company, Inc. 4.90% Reduce -0.0% 19,226 $9.6M
Bridgewealth Advisory Group, LLC 2.42% Add +1345.5% 19,153 $9.5M
Walkner Condon Financial Advisors LLC 1.75% Add +2.2% 19,138 $9.5M
Graybill Wealth Management, LTD. 3.11% Add +4.8% 19,118 $9.5M
Aldebaran Capital, LLC 9.38% Reduce -1.6% 19,106 $9.5M
Flynn Zito Capital Management, LLC 4.00% Reduce -2.4% 19,104 $9.5M
Ahl Investment Management, Inc. 6.34% Reduce -3.1% 19,091 $9.5M
Trek Financial, LLC 0.64% Add +9.1% 19,073 $9.5M
DMKC Advisory Services, LLC 4.95% Add +288.8% 18,482 $9.5M
Bennett Selby Investments LP 3.36% Reduce -0.8% 18,976 $9.4M
Synergy Financial Group, LTD 6.95% Add +1.5% 18,972 $9.4M
Advyzon Investment Management, LLC 2.09% Add +57.8% 18,971 $9.4M
Byrne Financial Freedom, LLC 4.72% Add +1.1% 18,964 $9.4M
Lombard Odier Asset Management (Europe) Ltd 0.83% Add +17.8% 18,958 $9.4M
Clark Asset Management, LLC 1.28% Add +78.4% 18,953 $9.4M
Peoples Bank 6.32% Add +0.0% 18,941 $9.4M
Aurora Investment Managers, LLC. 5.70% No change 18,930 $9.4M
Helium Advisors LLC 5.95% Reduce -0.6% 18,927 $9.4M
Granite Bay Wealth Management, LLC 3.02% Reduce -0.1% 18,925 $9.4M
Keudell/Morrison Wealth Management 2.08% Reduce -5.1% 18,875 $9.4M
Trinity Legacy Partners, LLC 2.28% Reduce -0.3% 18,559 $9.4M
Amarillo National Bank 1.74% Add +16.4% 18,835 $9.4M
Old Mission Investment Co LLC 2.57% Add +0.8% 18,826 $9.4M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 1.03% Reduce -1.6% 18,795 $9.3M
MBL Wealth, LLC 0.89% Reduce -3.2% 18,787 $9.3M
Norway Savings Bank 4.80% Add +4.2% 18,784 $9.3M
Summit Asset Management, LLC 1.52% Add +5.2% 18,778 $9.3M
Sculati Wealth Management, LLC 3.51% Reduce -1.5% 18,760 $9.3M
Parkwood LLC 0.86% Reduce -72.1% 18,730 $9.3M
Mraz, Amerine & Associates, Inc. 1.49% Reduce -2.1% 18,717 $9.3M
Tikehau Investment Management 14.43% Add +10.3% 18,600 $9.3M
Cox Capital Mgt LLC 6.31% Reduce -2.6% 18,593 $9.2M
Triasima Portfolio Management inc. 1.69% Add +10.8% 18,575 $9.2M
Palmer Knight Co 3.93% Reduce -1.3% 18,524 $9.2M
Transamerica Financial Advisors, LLC 0.86% Reduce -0.3% 18,508 $9.2M
Essex Investment Management Co. LLC 1.67% Reduce -1.7% 18,485 $9.2M
TOWER TRUST & INVESTMENT Co 6.53% Add +1.5% 18,466 $9.2M
Aspen Grove Capital, LLC 1.56% Add +23.9% 18,458 $9.2M
Berry Wealth Group, LP 6.42% Add +0.7% 18,454 $9.2M
McGowan Group Asset Management, Inc. 1.17% Add +3.8% 18,437 $9.2M
CacheTech Inc. 1.69% Reduce -14.2% 18,430 $9.2M
J.Safra Asset Management Corp 0.64% Add +9.3% 18,429 $9.2M
Baker Tilly Wealth Management, LLC 3.27% Add +0.2% 18,424 $9.2M
Hixon Zuercher, LLC 2.96% Add +13.0% 18,409 $9.2M
Encompass Wealth Advisors, LLC 3.36% Reduce -1.5% 18,404 $9.2M
Florida Financial Advisors, LLC 2.22% Add +11.8% 18,383 $9.1M
Evolution Wealth Advisors, LLC 1.34% Add +1.9% 18,378 $9.1M
Sylvest Advisors, LLC 5.26% Reduce -2.2% 18,369 $9.1M
Kentucky Trust Co 5.23% Reduce -0.8% 18,341 $9.1M
Carl P. Sherr & Co., LLC 4.61% Reduce -0.7% 18,335 $9.1M
Madison Wealth Partners, Inc 1.99% Reduce -0.9% 18,315 $9.1M
Calton & Associates, Inc. 1.57% Add +18.4% 18,304 $9.1M
Tower View Wealth Management LLC 4.72% Add +2.7% 18,304 $9.1M
Magnolia Capital Advisors LLC 2.29% Add +0.9% 18,299 $9.1M
Fairbanks Capital Management, Inc. 5.18% Add +5.6% 18,285 $9.1M
Garrison Bradford & Associates Inc. 10.07% Reduce -2.0% 18,281 $9.1M
WealthBridge Investment Counsel Inc. 2.95% Add +0.6% 18,268 $9.1M
Victrix Investment Advisors 4.02% Add +13.4% 18,252 $9.1M
Prosperity Financial Group, Inc. 3.86% Reduce -4.4% 18,237 $9.1M
MTM Investment Management, LLC 3.04% Add +2.8% 18,219 $9.1M
Pekin Hardy Strauss, Inc. 1.04% Reduce -11.7% 18,212 $9.1M
Aviso Wealth Management 4.23% Add +4.6% 18,194 $9.1M
B & T Capital Management DBA Alpha Capital Management 1.56% Reduce -2.3% 18,188 $9.0M
Barometer Capital Management Inc. 2.50% New 18,179 $9.0M
waypoint wealth counsel 4.48% Add +8.3% 18,158 $9.0M
Navellier & Associates Inc. 1.12% Add +0.0% 18,135 $9.0M
IPG Investment Advisors LLC 1.76% Add +16.0% 18,128 $9.0M
Northcape Wealth Management, LLC 2.75% Add +1.7% 18,127 $9.0M
First Business Financial Services, Inc. 0.81% Reduce -6.1% 18,123 $9.0M
Trilogy Capital Inc. 0.44% Add +7.4% 18,113 $9.0M
Raelipskie Partnership 4.12% Add +1.8% 18,112 $9.0M
Cohen Investment Advisors LLC 4.70% Add +0.9% 18,104 $9.0M
Slagle Financial, LLC 3.62% Reduce -37.9% 18,093 $9.0M
Chemistry Wealth Management LLC 1.93% Add +1.8% 18,074 $9.0M
Aperture Investors, LLC 1.20% Add +30.4% 18,022 $9.0M
Advisors Management Group Inc. 1.69% Reduce -0.6% 18,019 $9.0M
Game Plan Financial Advisors, LLC 3.93% Add +13.6% 18,018 $9.0M
Ashford Capital Management Inc. 1.05% Reduce -1.2% 18,015 $9.0M
Boltwood Capital Management 2.54% Add +5.9% 17,986 $8.9M
Lindenwold Advisors, INC 4.64% Add +1.9% 17,953 $8.9M
CWS Financial Advisors, LLC 2.60% Reduce -5.8% 17,948 $8.9M
Autumn Glory Partners, LLC 4.17% Reduce -1.0% 17,912 $8.9M
Vectors Research Management, LLC 3.05% Reduce -0.6% 17,861 $8.9M
Intrua Financial, LLC 1.27% Add +3.8% 17,825 $8.9M
McAdam, LLC 0.49% Add +4.6% 17,813 $8.9M
Beaumont Asset Management, L.L.C. 4.76% Add +0.5% 17,811 $8.9M
Debussy Capital Management LP 1.33% Reduce -1.0% 17,809 $8.9M
Diamant Asset Management, Inc. 6.74% No change 17,800 $8.9M
Insight Advisors, LLC/ PA 1.43% Reduce -5.2% 17,798 $8.9M
Addison Capital Co 3.07% Add +2.5% 17,746 $8.8M
Wharton Business Group, LLC 0.37% Add +1.4% 17,741 $8.8M
Evermay Wealth Management LLC 1.09% Reduce -0.4% 17,739 $8.8M
Bank of Marin 6.67% Add +1.3% 17,734 $8.8M
Darden Wealth Group Inc 5.35% Reduce -1.5% 17,729 $8.8M
a16z Perennial Management, L.P. 0.73% No change 17,712 $8.8M
First Financial Corp. 3.93% Reduce -2.7% 17,698 $8.8M
Blue Zone Wealth Advisors, LLC 2.20% Reduce -0.4% 17,680 $8.8M
Pinnbrook Capital Management LP 2.30% New 17,659 $8.8M
Second Line Capital, LLC 2.04% Add +10.6% 17,656 $8.8M
Permanens Capital L.P. 1.20% Add +18.5% 17,652 $8.8M
Signet Investment Advisory Group, Inc. 4.50% Reduce -0.1% 17,632 $8.8M
Union Savings Bank 4.03% Reduce -1.6% 16,434 $8.8M
Fiduciary Family Office, LLC 2.87% Reduce -2.7% 17,622 $8.8M
Capital Advisors, Ltd. LLC 1.08% Add +3.6% 17,573 $8.7M
Owen LaRue, LLC 3.72% Reduce -1.9% 17,568 $8.7M
Atlas Legacy Advisors, LLC 1.93% Add +4.4% 17,568 $8.7M
Purkiss Capital Advisors LLC 4.86% Add +29.4% 17,563 $8.7M
Potentia Wealth 4.97% Add +1.8% 17,546 $8.7M
Noesis Capital Mangement Corp. 1.51% Reduce -4.6% 17,524 $8.7M
Ranch Capital Advisors Inc. 3.78% Reduce -1.8% 17,513 $8.7M
Mosaic Financial Group, LLC 6.66% Reduce -0.3% 17,484 $8.7M
St. Johns Investment Management Company, LLC 3.99% Reduce -5.0% 17,477 $8.7M
Dillon & Associates Inc. 1.18% Add +2.5% 17,486 $8.7M
Slow Capital, Inc. 1.06% Reduce -0.8% 17,472 $8.7M
Kenora Financial, LLC 3.24% Add +0.1% 17,471 $8.7M
Grey Ledge Advisors, LLC 2.13% Reduce -0.4% 17,456 $8.7M
Finward Bancorp 6.84% Reduce -0.7% 17,406 $8.7M
Shayne & Jacobs, LLC 2.86% No change 17,404 $8.7M
Harbor Advisory Corp. 2.76% Add +6.7% 17,401 $8.7M
NCM Capital Management, LLC 3.55% Reduce -0.9% 17,389 $8.7M
Stiles Financial Services Inc 2.98% Add +5.3% 17,337 $8.6M
Blackhawk Capital Partners, LLC 3.98% Add +3.5% 17,339 $8.6M
Wealth Dimensions Group, Ltd. 1.90% Reduce -4.3% 17,335 $8.6M
First Financial Group Corp 8.42% Add +2.4% 17,332 $8.6M
Houlihan Financial Resource Group, Ltd. 3.57% Reduce -0.9% 16,891 $8.6M
Strategic Financial Services, Inc. 0.46% Add +1.2% 17,294 $8.6M
Creegan & Nassoura Financial Group, LLC 5.60% Reduce -4.0% 17,291 $8.6M
Bull Street Advisors, LLC 4.13% Reduce -1.3% 17,268 $8.6M
Summit Place Financial Advisors, LLC 4.32% Add +1.9% 17,266 $8.6M
Park Place Capital Corp 1.95% Add +0.6% 17,422 $8.6M
Ames National Corp. 5.54% Reduce -8.7% 17,226 $8.6M
Van Den Berg Management I, Inc. 2.43% Add +23.0% 17,223 $8.6M
Spreng Capital Management, Inc. 3.64% Reduce -2.0% 17,217 $8.6M
Bank of Stockton 2.55% Reduce -0.6% 17,202 $8.6M
Private Management Group Inc. 0.28% Add +200.6% 17,178 $8.5M
Napean Trading & Investment Co (Singapore) PTE Ltd 2.27% Add +54.0% 17,175 $8.5M
Fullcircle Wealth LLC 3.19% Add +2.2% 15,949 $8.5M
Ayalon Insurance Comp Ltd. 2.46% Reduce -1.1% 17,160 $8.5M
Convergence Investment Partners, LLC 2.16% Add +29.3% 17,154 $8.5M
Pettee Investors, Inc. 5.10% Reduce -2.2% 17,148 $8.5M
Hazlett, Burt & Watson, Inc. 3.49% Add +3.7% 17,115 $8.5M
Parkside Investments, LLC 1.16% Reduce -17.8% 17,111 $8.5M
Evolutionary Tree Capital Management, LLC 9.02% Reduce -11.0% 17,080 $8.5M
Drystone LLC 7.79% Add +0.0% 17,080 $8.5M
Prudent Man Advisors, LLC 2.70% Add +29.6% 17,070 $8.5M
Sheets Smith Wealth Management 0.99% Add +9.8% 17,063 $8.5M
Prosperity Wealth Management, Inc. 3.14% Reduce -5.9% 17,044 $8.5M
Ridgecrest Wealth Partners, LLC 4.47% Reduce -0.4% 17,018 $8.5M
Headland Capital, LLC 2.55% Add +5.0% 16,989 $8.5M
Wealth Effects LLC 3.15% Reduce -4.2% 16,949 $8.4M
Milestone Asset Management, LLC 1.78% Add +77.3% 16,946 $8.4M
Key Client Fiduciary Advisors, LLC 3.45% Reduce -0.1% 16,913 $8.4M
Panoramic Capital Partners, LLC 5.83% Reduce -1.6% 16,864 $8.4M
Cantor Fitzgerald Investment Advisors L.P. 0.59% Add +4.5% 16,900 $8.4M
Socorro Asset Management LP 2.92% Reduce -24.7% 16,894 $8.4M
Partners Capital Investment Group, LLP 0.34% Reduce -7.3% 16,878 $8.4M
Concentrum Wealth Management 2.63% Add +0.2% 16,877 $8.4M
Silphium Asset Management Ltd 2.98% Add +6.3% 16,838 $8.4M
Central Valley Advisors, LLC 2.85% Reduce -4.6% 16,830 $8.4M
Crystal Rock Capital Management 4.82% Add +8.4% 16,805 $8.4M
SC&H Financial Advisors, Inc. 1.43% Add +0.1% 16,801 $8.4M
Eaton Financial Holdings Company, LLC 2.57% Add +26.4% 16,796 $8.4M
Unison Asset Management LLC 4.21% Add +2.5% 16,775 $8.3M
Addison Advisors LLC 2.08% Add +7.6% 16,764 $8.3M
Clarity Capital Partners LLC 2.98% Reduce -4.8% 16,763 $8.3M
Peterson Wealth Services 2.28% Add +1.6% 16,746 $8.3M
Cypress Wealth Services, LLC 1.49% Add +15.8% 16,734 $8.3M
First Dallas Securities Inc. 3.29% Reduce -2.8% 16,729 $8.3M
First United Bank & Trust 2.90% Reduce -0.8% 16,705 $8.3M
US Asset Management LLC 7.20% Reduce -0.2% 16,700 $8.3M
Jericho Financial, LLP 5.48% Reduce -1.5% 16,692 $8.3M
RiverPark Advisors, LLC 6.55% Reduce -3.4% 16,691 $8.3M
First County Bank 4.47% Reduce -2.3% 16,690 $8.3M
Modus Advisors, LLC 2.46% Reduce -0.1% 16,679 $8.3M
Palogic Value Management, L.P. 3.56% Add +1.5% 16,666 $8.3M
Ramirez Asset Management, Inc. 1.25% Reduce -0.6% 16,663 $8.3M
Redhawk Wealth Advisors, Inc. 1.04% Add +3.7% 16,657 $8.3M
Schrum Private Wealth Management LLC 6.63% Reduce -1.2% 16,630 $8.3M
1858 Wealth Management, LLC 6.10% Add +1.6% 16,629 $8.3M
Virtus Wealth Solutions LLC 1.70% Reduce -1.1% 16,615 $8.3M
Seven Mile Advisory 4.96% Add +5.9% 16,599 $8.3M
Lazari Capital Management, Inc. 3.10% Reduce -6.3% 16,568 $8.2M
FORA Capital, LLC 0.92% Reduce -63.9% 16,567 $8.2M
Convergence Financial, LLC 1.42% Add +4.1% 16,566 $8.2M
Chung Wu Investment Group, LLC 8.59% Reduce -4.3% 16,562 $8.2M
Eley Financial Management, Inc 3.16% Reduce -0.5% 16,555 $8.2M
Financial Management Network Inc. 1.48% Add +2.9% 16,507 $8.2M
KLCM Advisors, Inc. 0.87% Reduce -0.4% 16,540 $8.2M
Beaton Management Co. Inc. 4.02% Reduce -7.0% 16,539 $8.2M
Jackson, Grant Investment Advisers, Inc. 3.02% Add +0.0% 16,532 $8.2M
Mechanics Financial Corp 3.49% Reduce -0.5% 16,520 $8.2M
Balefire, LLC 1.79% Add +84.1% 16,516 $8.2M
Aspen Investment Management Inc 3.45% Reduce -7.3% 16,511 $8.2M
ORG Partners LLC 1.80% Add +11.0% 16,666 $8.2M
Evergreen Private Wealth LLC 3.43% Add +5.6% 16,447 $8.2M
Optimum Investment Advisors 3.55% Reduce -1.1% 16,428 $8.2M
Hartford Funds Management Co LLC 0.70% Add +2.0% 16,424 $8.2M
Physician Wealth Advisors, Inc. 1.28% Add +1.1% 16,427 $8.2M
United Community Bank 2.79% Reduce -1.6% 16,375 $8.1M
Curated Wealth Partners LLC 0.95% Add +0.4% 16,363 $8.1M
Eleva Capital SAS 1.76% — 16,363 $8.1M
Guinness Atkinson Asset Management Inc 4.27% Reduce -6.2% 16,357 $8.1M
Tairen Capital Ltd 0.83% Reduce -93.9% 16,354 $8.1M
Ballast, Inc. 2.13% Reduce -0.2% 16,340 $8.1M
Peloton Wealth Strategists 3.33% Add +0.0% 16,330 $8.1M
Summerhill Capital Management lnc. 9.10% Reduce -0.5% 16,311 $8.1M
Hager Investment Management Services, LLC 4.83% Reduce -3.4% 16,286 $8.1M
Gateway Wealth Partners, LLC 1.53% Add +5.9% 16,262 $8.1M
Ellsworth Advisors, LLC 1.97% Add +2.2% 16,258 $8.1M
Warm Springs Advisors Inc. 6.94% Add +18.6% 16,257 $8.1M
ROI Financial Advisors, LLC 5.14% Reduce -3.5% 16,253 $8.1M
Legacy CG, LLC 2.41% Reduce -6.7% 16,248 $8.1M
Dempze Nancy E 4.66% Add +3.2% 16,227 $8.1M
Accretive Wealth Partners, LLC 2.64% Add +1.1% 16,209 $8.1M
Financial Avengers, Inc. 3.74% Add +0.3% 16,201 $8.1M
Unique Wealth, LLC 1.30% Add +3.8% 16,187 $8.1M
C2C Wealth Management, LLC 7.29% No change 16,187 $8.1M
Bell & Brown Wealth Advisors, LLC 2.88% Reduce -3.8% 16,191 $8.0M
Bank & Trust Co 6.38% Reduce -0.5% 16,177 $8.0M
American Trust Investment Advisors, LLC 4.06% Reduce -10.6% 16,175 $8.0M
LexAurum Advisors, LLC 1.28% Add +0.5% 16,154 $8.0M
Sierra Capital LLC 0.93% Reduce -1.2% 16,152 $8.0M
Pacific Wealth Strategies Group, Inc. 5.29% Add +25.8% 15,059 $8.0M
Siren, L.L.C. 0.42% Reduce -43.3% 16,150 $8.0M
Pflug Koory, LLC 4.08% Add +0.1% 16,137 $8.0M
Security National Bank of Sioux City Iowa 5.63% Add +2.3% 16,132 $8.0M
Seeds Investor LLC 1.88% Add +18.4% 16,108 $8.0M
Weaver Capital Management LLC 1.97% Add +9.4% 16,093 $8.0M
Palo Alto Wealth Advisors, LLC 3.03% Add +0.7% 16,078 $8.0M
Truvestments Capital LLC 1.60% Reduce -3.3% 16,060 $8.0M
Widmann Financial Services, Inc. 5.57% Add +0.8% 16,048 $8.0M
New Republic Capital, LLC 2.83% Add +5.4% 16,046 $8.0M
Fairtree Asset Management (Pty) Ltd 6.02% Reduce -4.4% 16,041 $8.0M
Compass Capital Corp. /Ma/ 3.76% Add +0.2% 17,314 $8.0M
Martin Capital Partners, LLC 3.12% Add +198.5% 16,022 $8.0M
Adams Wealth Management 1.52% Reduce -17.8% 16,022 $8.0M
Sage Rhino Capital LLC 1.69% Add +6.0% 16,020 $8.0M
Financial Strategies Group, Inc. 1.66% Reduce -0.1% 15,821 $8.0M
McGlone Suttner Wealth Management, Inc. 1.20% Reduce -0.7% 15,987 $8.0M
Novem Group 1.01% Add +0.8% 15,985 $8.0M
Stolper Co 2.61% Reduce -1.2% 15,972 $7.9M
Shilanski & Associates, Inc. 2.27% Add +1.5% 15,971 $7.9M
Lee Financial Co 1.14% Add +7.9% 15,961 $7.9M
S.A. Mason LLC 3.84% Reduce -1.9% 15,938 $7.9M
James J. Burns & Company, LLC 1.29% Reduce -3.8% 15,935 $7.9M
Atticus Wealth Management, LLC 2.14% Add +6.2% 15,895 $7.9M
Sweeney & Michel, LLC 2.81% Reduce -1.4% 15,700 $7.9M
GS Investments, Inc. 3.50% Add +0.4% 15,876 $7.9M
WD Rutherford LLC 3.63% Reduce -6.2% 15,861 $7.9M
BSW Wealth Partners 1.08% Reduce -10.9% 15,854 $7.9M
Capital Advantage, Inc. 1.25% Add +0.2% 15,835 $7.9M
Sierra Legacy Group 6.11% Reduce -1.0% 15,818 $7.9M
Oak Asset Management, LLC 2.82% Reduce -0.7% 15,808 $7.9M
Steamboat Capital Partners, LLC 2.25% Reduce -1.7% 15,801 $7.9M
Strategies Wealth Advisors, LLC 0.86% Add +0.5% 15,776 $7.8M
EPG Wealth Management LLC 2.36% Reduce -24.2% 15,769 $7.8M
Wellspring Financial Advisors, LLC 0.70% Reduce -8.7% 914,788 $7.8M
Jacobsen Capital Management 2.88% Add +14.5% 15,735 $7.8M
MSH Capital Advisors LLC 2.25% Reduce -1.0% 15,732 $7.8M
Opinicus Capital, Inc. 5.95% Reduce -0.6% 15,731 $7.8M
Mitchell & Pahl Private Wealth, LLC 3.45% Add +0.6% 15,719 $7.8M
Millstone Evans Group, LLC 5.33% Add +0.8% 15,707 $7.8M
Waddell & Associates, LLC 0.83% Reduce -9.9% 15,690 $7.8M
Fairfield Financial Advisors, LTD 2.75% Reduce -14.9% 15,690 $7.8M
GenTrust, LLC 0.37% Reduce -5.9% 15,658 $7.8M
JSF Financial, LLC 1.85% Add +3.0% 15,633 $7.8M
Acorn Wealth Advisors, LLC 2.89% Reduce -2.0% 15,633 $7.8M
RPg Family Wealth Advisory, LLC 2.07% Reduce -27.1% 15,614 $7.8M
Clarus Group, Inc. 2.85% Reduce -2.7% 15,613 $7.8M
Columbus Macro, LLC 0.95% Add +6.2% 15,593 $7.8M
Kingstone Capital Partners Texas, LLC 5.06% Reduce -2.8% 15,588 $7.8M
LBMC Investment Advisors, LLC 0.55% Reduce -2.7% 15,574 $7.7M
Global Financial Private Client, LLC 2.90% Reduce -0.0% 15,561 $7.7M
Essex LLC 1.52% Reduce -0.5% 15,557 $7.7M
Insight Wealth Strategies, LLC 0.98% Add +24.3% 15,716 $7.7M
Matisse Capital 3.65% Reduce -8.5% 15,523 $7.7M
Traphagen Investment Advisors LLC 0.73% Add +1.1% 15,510 $7.7M
Ables, Iannone, Moore & Associates, Inc. 4.79% Reduce -0.1% 15,489 $7.7M
One Wealth Advisors, LLC 1.07% Add +3.9% 15,453 $7.7M
Marion Wealth Management 1.92% Add +0.4% 15,448 $7.7M
Gratus Wealth Advisors, LLC 1.16% Add +0.1% 15,447 $7.7M
ICW Investment Advisors LLC 3.03% Reduce -0.1% 15,444 $7.7M
McAlister, Sweet & Associates, Inc. 6.81% Add +28.3% 15,437 $7.7M
Topsail Wealth Management, LLC 1.40% Reduce -1.0% 15,434 $7.7M
Cloverfields Capital Group, LP 2.28% Add +3.0% 15,430 $7.7M
Omnia Family Wealth, LLC 2.78% Add +7.4% 15,422 $7.7M
Connective Capital Management, LLC 7.17% No change 15,420 $7.7M
Ewa, LLC 2.41% Add +49.9% 15,415 $7.7M
WP Advisors, LLC 2.10% Add +6.7% 15,381 $7.7M
Clearwater Capital Advisors, LLC 0.70% Reduce -2.2% 15,357 $7.6M
Semmax Financial Advisors Inc. 1.97% Reduce -8.9% 14,630 $7.6M
Viawealth, LLC 4.51% Add +0.0% 15,342 $7.6M
Rahlfs Capital, LLC 6.99% No change 15,340 $7.6M
TFC Financial Management, Inc. 1.05% Add +1.6% 15,339 $7.6M
Osprey Private Wealth LLC 4.15% Add +2.8% 15,290 $7.6M
W Advisors, LLC 4.37% Reduce -2.8% 15,327 $7.6M
Channing Global Advisors, LLC 4.91% Reduce -10.6% 15,285 $7.6M
Red Lighthouse Investment Management, LLC 2.90% Add +0.4% 15,268 $7.6M
Atlas Private Wealth Advisors 0.98% Reduce -5.2% 15,264 $7.6M
Regency Capital Management Inc.\DE 3.98% Reduce -0.0% 15,245 $7.6M
Worth Financial Advisory Group, LLC 4.65% Add +5.6% 15,230 $7.6M
Saybrook Capital 2.14% Add +79.8% 15,230 $7.6M
B.O.S.S. Retirement Advisors, LLC 1.90% Add +17.7% 15,226 $7.6M
Sunpointe, LLC 3.01% Add +19.3% 15,226 $7.6M
Albar Capital Partners LLP 1.30% New 15,223 $7.6M
Global Trust Asset Management, LLC 4.05% Add +19.6% 15,213 $7.6M
Altman Advisors, Inc. 3.09% Add +0.9% 15,353 $7.6M
Weaver Consulting Group 2.09% Add +0.3% 15,171 $7.5M
Onyx Bridge Wealth Group LLC 1.00% Add +0.1% 15,170 $7.5M
Core Wealth Partners LLC 3.83% Add +3.2% 15,168 $7.5M
Spartan Planning & Wealth Management 6.46% New 15,152 $7.5M
Legal Advantage Investments, Inc. 3.52% Reduce -0.5% 15,150 $7.5M
Berkeley Capital Partners, LLC 1.91% Add +1.6% 15,146 $7.5M
City State Bank 2.36% Add +3.5% 15,136 $7.5M
TFB Advisors LLC 1.97% Add +0.3% 15,134 $7.5M
AA Financial Advisors, LLC 1.62% Add +3.8% 15,133 $7.5M
Iams Wealth Management, LLC 3.45% Add +22.4% 15,124 $7.5M
Sovereign Financial Group, Inc. 1.55% Reduce -2.6% 15,119 $7.5M
Waterfront Wealth Inc. 1.69% Reduce -0.3% 15,117 $7.5M
Corundum Group, Inc. 3.32% Reduce -5.2% 15,110 $7.5M
Brass Tax Wealth Management, Inc. 1.45% Add +6.7% 15,101 $7.5M
Bluesphere Advisors LLC 3.74% Reduce -0.1% 15,090 $7.5M
AlpenGlobal Capital LLC 4.49% Reduce -1.4% 15,088 $7.5M
Westbourne Investments, Inc. 4.00% Reduce -28.1% 15,075 $7.5M
ABLE Financial Group, LLC 1.81% Reduce -0.6% 15,049 $7.5M
Koss-Olinger Consulting, LLC 0.61% Reduce -2.4% 15,028 $7.5M
Cape Ann Savings Bank 4.46% Reduce -9.5% 15,027 $7.5M
Manske Wealth Management 2.47% Reduce -1.7% 15,019 $7.5M
Werlinich Asset Management, LLC 4.07% No change 15,000 $7.5M
Variant Private Wealth, LLC 7.74% Reduce -0.5% 15,000 $7.5M
Madison Park Capital Advisors, LLC 6.28% Reduce -3.0% 14,999 $7.5M
Hemington Wealth Management 1.08% Add +5.4% 14,995 $7.5M
Consilium Wealth Advisory, LLC 3.14% Reduce -0.2% 14,986 $7.5M
WINTON GROUP Ltd 0.38% Add +186.0% 14,977 $7.4M
BIP Wealth, LLC 0.46% Add +7.0% 14,976 $7.4M
Bowman & Co S.C. 3.33% Add +0.8% 14,953 $7.4M
AXS Investments LLC 3.05% Add +3.5% 14,948 $7.4M
Integris Wealth Management, LLC 1.94% Add +1.3% 14,943 $7.4M
Schear Investment Advisers, LLC 3.68% Reduce -1.7% 14,935 $7.4M
Sandy Cove Advisors, LLC 2.68% Add +11.7% 14,933 $7.4M
Audent Global Asset Management, LLC 5.30% Reduce -0.7% 14,931 $7.4M
Citadel Investment Advisory, Inc. 3.60% Reduce -6.0% 14,927 $7.4M
Sloy Dahl & Holst, LLC 1.03% Add +1.4% 14,918 $7.4M
Financial Advisors, LLC 1.38% Add +0.0% 14,908 $7.4M
InTrack Investment Management Inc 4.97% Reduce -9.8% 14,877 $7.4M
McBroom & Associates, LLC 4.23% No change 19,709 $7.4M
Harvey Investment Co. LLC 0.81% No change 14,870 $7.4M
Bond & Devick Financial Network, Inc. 2.46% Add +18.1% 14,863 $7.4M
Vickerman Investment Advisors, Inc. 1.59% Reduce -0.7% 14,846 $7.4M
KKM Financial LLC 2.57% Add +12.4% 14,777 $7.4M
Covenant Partners, LLC 2.20% No change 14,826 $7.4M
Steele Capital Management, Inc. 0.35% Add +1.8% 14,820 $7.4M
Home Federal Bank of Tennessee 2.09% Reduce -0.1% 14,813 $7.4M
Financial Gravity Companies, Inc. 1.45% — 14,803 $7.4M
First National Bank of Hutchinson 4.58% Add +2.0% 14,789 $7.4M
Red Spruce Capital, LLC 3.19% Reduce -0.9% 14,780 $7.4M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 5.00% Add +3.3% 14,092 $7.3M
Prelude Capital Management, LLC 0.72% Reduce -2.9% 14,770 $7.3M
Greenberg Financial Group 2.75% Reduce -0.2% 19,690 $7.3M
Prasad Wealth Partners, LLC 2.15% Add +4.1% 14,757 $7.3M
Crux Wealth Advisors 3.12% Reduce -2.6% 14,753 $7.3M
Cambridge Financial Group, Inc. 3.70% Reduce -24.1% 14,740 $7.3M
Syntegra Private Wealth Group, LLC 0.75% Add +15.0% 14,732 $7.3M
Investors Asset Management of Georgia Inc. /Ga/ 3.39% Add +0.6% 14,721 $7.3M
Bay Rivers Group 3.35% Add +0.2% 14,706 $7.3M
Quantum Financial Advisors, LLC 0.99% Reduce -3.0% 14,703 $7.3M
Stanley Capital Management, LLC 1.23% No change 14,695 $7.3M
Stoneridge Investment Partners LLC 5.50% Reduce -15.0% 14,689 $7.3M
Cape Investment Advisory, Inc. 2.67% Add +2.5% 14,687 $7.3M
Comprehensive Financial Consultants Institutional, Inc. 2.40% Reduce -1.4% 14,679 $7.3M
Figure 8 Investment Strategies LLC 7.13% Reduce -3.1% 14,671 $7.3M
Morton Community Bank 1.81% Add +1.6% 14,655 $7.3M
Sitrin Capital Management LLC 3.72% Reduce -12.9% 14,653 $7.3M
Founders Grove Wealth Partners, LLC 1.83% Add +7.0% 14,645 $7.3M
Trueblood Wealth Management, LLC 3.04% Add +2.6% 14,637 $7.3M
Reik & Co., LLC 1.82% Add +2.8% 14,634 $7.3M
BOK Financial Private Wealth, Inc. 0.49% Reduce -4.7% 14,629 $7.3M
Brueske Advisory Services, LLC 4.94% Add +2.6% 14,605 $7.3M
Altus Wealth Group LLC 3.21% Reduce -4.5% 14,600 $7.3M
Barr E S & Co. 0.42% Add +0.4% 14,577 $7.3M
Freedom Day Solutions, LLC 2.15% Reduce -6.1% 14,568 $7.2M
Elevated Capital Advisors, LLC 2.03% No change 19,275 $7.2M
Old North State Trust, LLC 4.94% Add +3.8% 14,537 $7.2M
Mathes Company, Inc. 2.69% Reduce -2.2% 14,504 $7.2M
YANKCOM Partnership 3.53% Add +3.4% 14,499 $7.2M
Symmetry Partners, LLC 0.89% Reduce -7.6% 14,473 $7.2M
Fortem Financial Group, LLC 2.32% Add +5.9% 14,463 $7.2M
CFS Investment Advisory Services, LLC 0.59% Add +2.4% 14,455 $7.2M
North Dallas Bank & Trust Co. 5.45% — 14,450 $7.2M
Schwarz Dygos Wheeler Investment Advisors LLC 1.64% Reduce -0.9% 14,438 $7.2M
Gradient Capital Advisors, LLC 2.12% Add +1.6% 14,413 $7.2M
Alpine Bank Wealth Management 1.08% Reduce -0.7% 14,359 $7.1M
W.H. Cornerstone Investments Inc. 4.53% Add +0.0% 14,353 $7.1M
William Allan Corp 4.15% Add +9.0% 14,336 $7.1M
Gilman Hill Asset Management, LLC 1.17% Add +1.8% 14,335 $7.1M
Long Run Wealth Advisors, LLC 1.50% Reduce -11.2% 14,332 $7.1M
Brown Financial Advisors 2.78% Reduce -6.1% 14,330 $7.1M
Rockport Wealth LLC 1.65% Add +1.8% 14,301 $7.1M
Somerset Group LLC 6.02% Add +1.4% 14,289 $7.1M
Certified Advisory Corp 0.74% Add +2.3% 14,277 $7.1M
Centurion Wealth Management LLC 2.04% Reduce -13.2% 14,269 $7.1M
Cloud Capital Management, LLC 4.42% Add +57.3% 14,908 $7.1M
Runnymede Capital Advisors, Inc. 6.53% Reduce -0.2% 14,255 $7.1M
Adams Asset Advisors, LLC 1.01% Reduce -12.0% 14,237 $7.1M
Mason & Associates Inc 1.63% Reduce -0.0% 14,221 $7.1M
Compass Ion Advisors, LLC 0.76% Add +2.4% 14,207 $7.1M
Clay Northam Wealth Management, LLC 4.52% Reduce -0.7% 14,206 $7.1M
American State Bank (Iowa) 3.91% Add +1.8% 14,206 $7.1M
State of Wyoming 0.86% Reduce -19.6% 14,204 $7.1M
Meridian Financial Partners LLC 3.32% Add +0.2% 14,190 $7.1M
Madden Advisory Services, Inc. 3.01% Reduce -0.1% 14,188 $7.1M
Powers Advisory Group, LLC 3.10% Reduce -0.6% 14,171 $7.0M
Lewis Asset Management, LLC 3.31% Add +40.1% 14,145 $7.0M
Secured Retirement Advisors, LLC 4.19% Reduce -3.1% 14,128 $7.0M
Vanderbilt University 1.33% Reduce -27.5% 14,123 $7.0M
Allstate Corp. 0.51% Reduce -94.2% 14,098 $7.0M
Orrstown Financial Services Inc. 1.48% Reduce -1.3% 14,096 $7.0M
Geo Capital Gestora de Recursos Ltd 10.59% Reduce -5.3% 14,075 $7.0M
Katamaran Capital LLP 6.80% Add +250.4% 14,066 $7.0M
Purus Wealth Management, LLC 2.43% Add +12.7% 14,055 $7.0M
Argent Advisors, Inc. 2.16% Add +1.6% 14,037 $7.0M
QTR Family Wealth, LLC 4.32% Add +17.0% 14,018 $7.0M
Grant Private Wealth Management Inc 3.95% Add +134.2% 14,013 $7.0M
HF Advisory Group, LLC 2.75% Add +9.8% 14,009 $7.0M
PCA Investment Advisory Services Inc. 2.93% Add +7.0% 14,002 $7.0M
Masso Torrence Wealth Management Inc. 3.22% Add +7.4% 13,997 $7.0M
Aspire Private Capital, LLC 1.62% Add +6.5% 13,995 $7.0M
Port Capital LLC 0.30% Reduce -0.7% 13,992 $7.0M
Athena Investment Management 3.89% Reduce -0.8% 13,990 $7.0M
Montz Harcus Wealth Management LLC 3.36% Reduce -1.1% 13,988 $7.0M
Patron Partners, LLC 3.44% Add +5.9% 13,958 $6.9M
LifeSteps Financial, Inc. 4.77% Add +1.9% 13,952 $6.9M
Lodestone Wealth Management LLC 3.38% Reduce -1.0% 13,942 $6.9M
Bienville Capital Management, LLC 1.37% Add +1.5% 13,937 $6.9M
Smith Anglin Financial, LLC 0.63% Reduce -1.4% 13,924 $6.9M
First Heartland Consultants, Inc. 0.62% Reduce -1.8% 13,919 $6.9M
Millennium Capital Advisors, LLC 4.61% Add +0.7% 13,912 $6.9M
Compass Wealth Management LLC 1.65% Reduce -2.0% 13,911 $6.9M
Prairie Sky Financial Group LLC 3.81% Reduce -16.9% 13,911 $6.9M
Herbst Group, LLC 4.14% Reduce -1.3% 13,903 $6.9M
Pinnacle Wealth Management Group, Inc. 3.95% Reduce -0.4% 13,840 $6.9M
Etesian Wealth Advisors, Inc. 2.57% Reduce -1.2% 13,832 $6.9M
Colton Groome Financial Advisors, LLC 2.33% Add +0.8% 13,826 $6.9M
River Street Advisors LLC 2.96% Add +5.3% 13,821 $6.9M
Beacon Financial Advisory LLC 1.78% Add +22.9% 13,801 $6.9M
Blue Investment Partners LLC 2.41% Add +0.0% 13,800 $6.9M
Graphene Investments SAS 4.47% Reduce -8.6% 13,800 $6.9M
Robbins Farley 3.19% Add +0.5% 13,800 $6.9M
Parsonex Advisory Services, Inc. 5.72% — 13,785 $6.9M
Wealthstream Advisors, Inc. 1.14% Add +10.4% 13,767 $6.8M
Hamilton Capital, LLC 0.38% Add +3.3% 13,765 $6.8M
SkyView Investment Advisors, LLC 0.98% Add +2.6% 13,792 $6.8M
Cetera Trust Company, N.A 4.08% Reduce -0.5% 13,745 $6.8M
Delos Wealth Advisors, LLC 5.33% Reduce -1.6% 13,739 $6.8M
Uptick Partners, LLC 1.95% Add +24.1% 13,727 $6.8M
Cabot Wealth Management Inc. 0.81% Add +1.5% 13,720 $6.8M
Bouchey Financial Group, Ltd. 0.57% Add +3.3% 13,709 $6.8M
ELCO Management Co., LLC 3.58% Add +0.7% 13,705 $6.8M
Kampmann Melissa S. 5.12% Reduce -2.3% 13,695 $6.8M
Polymer Capital Management (HK) LTD 1.07% New 13,686 $6.8M
LeClair Wealth Partners LLC 4.62% Reduce -1.6% 13,681 $6.8M
WNY Asset Management, LLC 0.75% Add +0.2% 13,675 $6.8M
Viewpoint Capital Management LLC 3.34% Add +0.2% 13,671 $6.8M
Archer Investment Corp 1.62% Reduce -0.2% 13,671 $6.8M
Oak Harvest Investment Services 0.85% Reduce -0.6% 13,666 $6.8M
Centennial Bank 2.85% Reduce -1.1% 13,664 $6.8M
Veracity Capital LLC 2.36% Add +1.2% 13,663 $6.8M
Realta Investment Advisors 2.68% Reduce -0.2% 13,659 $6.8M
Register Financial Advisors LLC 2.97% Add +11.8% 13,658 $6.8M
Capstone Financial Advisors, Inc. 0.39% Reduce -3.3% 13,649 $6.8M
Fire Capital Management LLC 4.30% Add +0.7% 13,628 $6.8M
Aspetuck Financial Management LLC 5.11% Add +0.0% 13,618 $6.8M
Thornburg Investment Management Inc. 0.09% Reduce -3.9% 13,609 $6.8M
Jeppson Wealth Management, LLC 2.34% Reduce -3.9% 13,604 $6.8M
Foster Group, Inc. 0.23% Add +13.9% 13,581 $6.8M
Watchman Group, Inc. 1.76% Reduce -1.2% 13,566 $6.7M
Invera Wealth Advisors, LLC 4.40% Reduce -2.3% 13,565 $6.7M
Crescent Grove Advisors, LLC 0.65% Reduce -0.1% 13,558 $6.7M
Aspire Growth Partners LLC 5.52% Reduce -3.8% 13,546 $6.7M
Meridiem Capital Partners LP 0.49% New 13,541 $6.7M
Kennebec Savings Bank 6.59% Add +1.0% 13,518 $6.7M
Cordgrass Capital Advisors, LLC 1.82% Add +0.3% 13,513 $6.7M
Wealth Group, Ltd. 6.67% Reduce -34.4% 13,508 $6.7M
Ullmann Wealth Partners Group, LLC 0.79% Add +4.6% 13,502 $6.7M
Roxbury Financial LLC 6.54% Reduce -1.4% 13,501 $6.7M
Catalyst Capital Advisors LLC 0.14% Reduce -22.2% 13,496 $6.7M
Elefante Mark B 5.04% Add +1.7% 13,490 $6.7M
Barings LLC 0.16% Reduce -0.4% 13,482 $6.7M
Hourglass Capital, LLC 1.66% Reduce -4.4% 13,470 $6.7M
Winthrop Capital Management, LLC 1.69% Reduce -0.1% 13,469 $6.7M
Berkeley, Inc 2.40% Add +45.6% 13,465 $6.7M
Dohj, LLC 1.95% Reduce -4.0% 17,885 $6.7M
Riggs Asset Managment Co. Inc. 1.64% Add +0.5% 13,400 $6.7M
Scott Capital Advisors, LLC 1.81% Reduce -10.9% 13,236 $6.7M
Gemmer Asset Management LLC 0.59% Reduce -0.8% 13,382 $6.7M
Roehl & Yi Investment Advisors, LLC 3.41% Reduce -3.0% 13,381 $6.7M
Butensky & Cohen Financial Security, Inc. 1.97% Reduce -0.4% 13,328 $6.6M
Guardian Asset Advisors, LLC 3.80% Add +0.1% 13,302 $6.6M
Invst, LLC 0.82% Add +6.7% 13,304 $6.6M
Oregon Pacific Wealth Management, LLC 6.26% Reduce -1.7% 13,298 $6.6M
McLean Asset Management Corp 1.74% Add +4.2% 13,467 $6.6M
Atlantic Edge Private Wealth Management, LLC 1.82% Reduce -1.7% 13,294 $6.6M
Investors Research Corp 1.30% Add +1.1% 13,280 $6.6M
2UniFi Bank 3.75% Add +2.9% 13,267 $6.6M
Shoker Investment Counsel, Inc. 2.07% Reduce -1.0% 13,264 $6.6M
Center For Asset Management LLC 4.06% Reduce -0.4% 15,513 $6.6M
LaSalle St. Investment Advisors, LLC 1.81% Reduce -12.5% 13,250 $6.6M
Saba Capital Management, L.P. 0.18% New 13,230 $6.6M
Astoria Portfolio Advisors LLC. 1.85% Reduce -1.1% 12,880 $6.6M
Twin Peaks Wealth Advisors, LLC 2.13% Add +3.6% 12,420 $6.6M
CCG Wealth Management, LLC 3.46% Add +6.2% 13,214 $6.6M
Absoluto Partners Gestao de Recursos Ltda 4.63% Add +12.2% 13,213 $6.6M
Farmers & Merchants Trust Co of Chambersburg PA 2.05% Add +0.5% 13,201 $6.6M
Next Level Private LLC 2.13% Add +1.8% 13,179 $6.6M
Finivi Inc. 4.44% Add +2.2% 13,178 $6.6M
Prevail Innovative Wealth Advisors, LLC 1.47% Reduce -0.7% 13,176 $6.6M
CPC Advisors, LLC 0.82% Reduce -56.0% 13,176 $6.6M
Empirical Asset Management, LLC 2.02% Reduce -8.8% 13,167 $6.5M
Tilia Fiduciary Partners, Inc. 3.99% Add +1.3% 13,152 $6.5M
High Net Worth Advisory Group LLC 1.73% Add +0.5% 13,147 $6.5M
Victory Financial Group, LLC 1.04% Add +20.3% 13,146 $6.5M
StoneCrest Wealth Management, Inc. 3.12% Reduce -1.8% 13,146 $6.5M
Guidance Capital, Inc. 1.86% Reduce -1.4% 12,465 $6.5M
Lokken Investment Group LLC 2.51% Add +2.4% 13,112 $6.5M
Baron Silver Stevens Financial Advisors, LLC 1.04% Add +3.8% 13,111 $6.5M
WealthBridge Capital Management, LLC 1.65% Add +0.7% 13,097 $6.5M
Hillman Capital Management, Inc. 3.55% Reduce -18.9% 13,095 $6.5M
O'ROURKE & COMPANY, Inc 3.04% Reduce -0.2% 13,078 $6.5M
Roof Eidam Maycock Peralta, LLC 1.60% Reduce -0.4% 13,065 $6.5M
Kingsman Wealth Management, Inc. 4.05% Add +1.8% 13,056 $6.5M
Floyd Financial Group LLC 6.00% Reduce -16.0% 13,017 $6.5M
Peddock Capital Advisors, LLC 1.50% Reduce -0.1% 13,050 $6.5M
Leonard Rickey Investment Advisors P.L.L.C. 1.29% Add +4.7% 13,032 $6.5M
Western Pacific Wealth Management, LP 6.21% Add +2.7% 13,021 $6.5M
Arbor Trust Wealth Advisors, LLC 3.17% Reduce -9.8% 13,021 $6.5M
Clean Yield Group 1.94% Reduce -1.4% 13,014 $6.5M
Counterweight Ventures, LLC 4.22% Add +2.1% 13,003 $6.5M
Dagco, Inc. 1.80% Add +1.1% 12,999 $6.5M
Wittenberg Investment Management, Inc. 2.84% Reduce -3.0% 12,995 $6.5M
Greykasell Wealth Strategies, Inc. 3.10% Reduce -0.3% 12,988 $6.5M
Agp Franklin, LLC 3.41% Add +0.9% 12,961 $6.4M
Advus Financial Partners, LLC 1.65% Add +1.8% 12,961 $6.4M
Granite Group Advisors, LLC 3.88% Reduce -12.4% 12,948 $6.4M
Midwest Professional Planners, LTD. 1.69% Reduce -1.0% 12,940 $6.4M
Wealthspire Retirement, LLC 0.42% Add +0.1% 12,911 $6.4M
Rational Advisors, Inc. 0.67% Add +35.6% 12,909 $6.4M
Hubbell Strickland Wealth Management, LLC 2.83% Reduce -0.2% 12,905 $6.4M
Mitsubishi UFJ Asset Management (UK) Ltd. 3.34% Reduce -37.4% 12,900 $6.4M
Orser Capital Management, LLC 4.57% Reduce -5.2% 12,893 $6.4M
West Oak Capital, LLC 3.22% Add +1.5% 12,887 $6.4M
Putney Financial Group LLC 6.47% Reduce -5.4% 12,875 $6.4M
Flavin Financial Services, Inc. 6.21% Reduce -7.9% 12,870 $6.4M
Evernest Financial Advisors, LLC 2.07% Add +6.4% 12,846 $6.4M
First Affirmative Financial Network 3.28% Add +1.8% 12,845 $6.4M
Traveka Wealth, LLC 3.38% Reduce -8.9% 12,832 $6.4M
Fortress Private Ledger, LLC 2.90% Add +3.3% 12,820 $6.4M
Bretton Capital Management, LLC 5.75% No change 12,800 $6.4M
S&T Bank 1.94% Reduce -3.8% 12,798 $6.4M
Wernau Asset Management Inc. 7.20% Reduce -7.1% 12,797 $6.4M
Affinity Investment Advisors, LLC 4.82% Reduce -3.0% 12,794 $6.4M
Garden State Investment Advisory Services LLC 1.72% Reduce -5.0% 12,734 $6.3M
Central Asset Investments & Management Holdings (HK) Ltd 5.78% Add +833.7% 12,745 $6.3M
Emerald Advisers, LLC 0.23% Reduce -5.4% 12,737 $6.3M
CM Wealth Advisors LLC 1.86% Reduce -16.3% 12,730 $6.3M
Terra Alpha Investments LLC 6.58% Reduce -0.7% 12,722 $6.3M
Point Windward Advisors Inc. 2.88% Reduce -24.3% 12,717 $6.3M
Gallagher Capital Advisors, LLC 5.11% Reduce -0.4% 12,328 $6.3M
Investment Partners Asset Management, Inc. 4.40% Add +0.9% 12,714 $6.3M
Hudock, Inc. 1.01% Add +0.8% 12,688 $6.3M
PBMares Wealth Management LLC 1.15% Reduce -0.9% 12,678 $6.3M
Robinswood Financial LLC 2.23% Add +16.2% 12,675 $6.3M
U S Wealth Group, Llc. 4.91% Add +5.9% 12,652 $6.3M
New England Research & Management, Inc. 2.98% Add +1.9% 12,630 $6.3M
RIA Advisory Group LLC 1.85% Add +8.0% 12,626 $6.3M
Peterson Wealth Management 3.72% Reduce -10.2% 12,621 $6.3M
Karani Asset Management LLC 6.08% Add +14.3% 12,617 $6.3M
Trustco Bank Corp. N Y 6.14% Add +0.8% 12,607 $6.3M
SAM Advisors, LLC 2.17% Add +1.2% 12,602 $6.3M
Banco de Sabadell, S.A 4.33% Add +0.5% 12,612 $6.3M
Providence First Trust Co 2.21% Add +34.1% 12,588 $6.3M
Accuvest Global Advisors 4.07% Add +33.4% 12,572 $6.3M
Semus Wealth Partners LLC 4.05% Add +1.2% 12,545 $6.2M
Lakeridge Wealth Management LLC 2.87% Reduce -1.6% 12,543 $6.2M
SWP Investment Management LLC 7.38% Add +0.9% 12,537 $6.2M
Applied Capital LLC 4.63% Add +0.1% 12,516 $6.2M
Wedgewood Investors Inc. 7.17% Reduce -0.8% 12,511 $6.2M
Bolthouse Investments, LLC 6.16% No change 12,497 $6.2M
Successful Portfolios LLC 3.82% Reduce -0.1% 12,485 $6.2M
Cim, LLC 0.83% Reduce -3.4% 12,452 $6.2M
RW Investment Management LLC 0.69% Add +13.8% 12,387 $6.2M
Aberdeen Wealth Management LLC 4.09% Add +0.0% 12,368 $6.2M
South Plains Financial, Inc. 4.32% Add +4.9% 12,342 $6.1M
Kane Investment Management, Inc. 3.21% Reduce -3.9% 12,310 $6.1M
Meadow Creek Wealth Advisors LLC 4.13% Add +4.5% 12,306 $6.1M
Wealthspan Partners, LLC 2.54% Reduce -0.8% 12,302 $6.1M
Lattice Capital Management, LLC 6.74% Reduce -72.3% 12,300 $6.1M
Bridger Management, LLC 3.61% Add +190.8% 12,300 $6.1M
Spectrum Asset Management, Inc. (NB/CA) 2.66% Reduce -1.4% 12,299 $6.1M
Mountain Pacific Investment Advisers LLC 0.44% Reduce -0.3% 12,298 $6.1M
Fuller & Thaler Asset Management, Inc. 0.02% No change 12,295 $6.1M
Harfst & Associates, Inc. 1.26% Reduce -3.7% 12,292 $6.1M
Perkins Capital Management Inc. 6.14% Reduce -0.8% 12,285 $6.1M
HMS Capital Management, LLC 2.75% Reduce -6.3% 12,277 $6.1M
Concorde Financial Corp 3.61% Reduce -18.1% 12,276 $6.1M
Liberty Square Wealth Partners LLC 2.11% Reduce -1.5% 12,266 $6.1M
Cooper Capital Advisors LLC 5.89% Add +1.3% 12,264 $6.1M
Agur Provident & Training Funds Management Ltd. 2.31% No change 12,262 $6.1M
Forte Asset Management LLC 3.11% No change 12,254 $6.1M
North Ridge Wealth Advisors, Inc. 3.74% Reduce -9.6% 12,252 $6.1M
Silver Lake Advisory, LLC 2.60% Add +0.8% 12,252 $6.1M
Saxon Interests, Inc. 2.85% No change 16,233 $6.1M
Nutshell Asset Management Ltd 3.62% Reduce -75.1% 12,220 $6.1M
Redwood Wealth Management Group, LLC 2.75% Add +1.0% 12,217 $6.1M
Financial Advisory Partners, LLC 1.91% Reduce -8.5% 12,210 $6.1M
Falcon Wealth Planning 0.61% Add +6.5% 12,210 $6.1M
Bellwether Advisors, LLC 1.04% Reduce -66.0% 12,199 $6.1M
Manchester Financial Inc. 1.27% Reduce -1.9% 12,198 $6.1M
GoalVest Advisory LLC 1.50% Add +4.2% 12,182 $6.1M
Alesco Advisors, LLC, An ESL Co 0.17% Add +0.3% 12,178 $6.1M
Asset Management Group, Inc. 1.05% Add +0.7% 12,167 $6.1M
Windmill Hill Asset Management Ltd 1.67% No change 12,163 $6.0M
Left Brain Wealth Management, LLC 2.13% Add +1.8% 12,155 $6.0M
Commons Capital, LLC 4.60% Add +4.2% 12,137 $6.0M
Emerald Advisors, LLC 0.77% Add +2.9% 12,123 $6.0M
Eagle Strategies LLC 0.92% Add +4.3% 12,122 $6.0M
Marest Capital, LLC 4.69% Add +0.2% 12,110 $6.0M
Monograph Wealth Advisors, LLC 0.74% Add +7.6% 12,107 $6.0M
IronBridge Private Wealth, LLC 2.10% Reduce -21.9% 12,105 $6.0M
Wolff Wiese Magana LLC 3.72% Reduce -2.4% 12,088 $6.0M
McElhenny Sheffield Capital Management, LLC 1.60% Add +11.0% 12,087 $6.0M
Greenup Street Wealth Management LLC 1.05% Reduce -0.7% 12,085 $6.0M
MOKAN Wealth Management Inc. 3.36% Reduce -19.5% 12,084 $6.0M
Walker Asset Management, LLC 3.46% Add +0.3% 12,067 $6.0M
One Wealth Management Investment & Advisory Services, LLC 7.73% Reduce -0.2% 12,061 $6.0M
Hidden Lake Asset Management LP 2.94% New 12,020 $6.0M
Tectonic Advisors LLC 0.35% Reduce -7.7% 12,002 $6.0M
Clarendon Private LLC 5.74% Reduce -0.4% 12,002 $6.0M
Telligent Fund, LP 5.46% Add +60.0% 12,000 $6.0M
Montgomery Investment Management Inc. 2.30% Reduce -9.8% 11,955 $5.9M
KDT Advisors, LLC 9.58% Reduce -1.8% 11,929 $5.9M
Nvest Financial, LLC 3.09% Add +2.4% 11,926 $5.9M
Ameriflex Group, Inc. 3.12% Reduce -21.6% 11,924 $5.9M
Schulhoff & Co. Inc. 2.63% Add +0.4% 11,916 $5.9M
New World Advisors LLC 1.26% Add +13.9% 11,875 $5.9M
Orion Capital Management LLC 2.25% Reduce -4.9% 11,865 $5.9M
Chapman Financial Group, LLC 5.00% — 11,855 $5.9M
Horizon Kinetics Asset Management LLC 0.07% Reduce -5.9% 11,851 $5.9M
Graves Light Lenhart Wealth, Inc. 0.70% Reduce -0.2% 11,828 $5.9M
City of London Investment Management Co. Ltd. 0.55% Reduce -48.2% 11,821 $5.9M
Private Harbour Investment Management & Counsel, LLC 6.09% Reduce -0.7% 11,820 $5.9M
BridgePort Financial Solutions, LLC 1.95% Add +2.2% 11,805 $5.9M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.69% Reduce -0.0% 11,798 $5.9M
Sphera Funds Management LTD. 1.53% Add +156.8% 11,792 $5.9M
Five Oceans Advisors 2.50% Add +6.0% 11,782 $5.9M
Unique Wealth Strategies, LLC 2.45% Reduce -1.4% 11,749 $5.8M
Investment Advisory Group, LLC 1.77% Add +3.9% 11,745 $5.8M
Alan B Lancz & Associates, Inc. 5.85% Add +2.2% 11,743 $5.8M
E&G Advisors, LLC 1.51% Reduce -4.1% 11,743 $5.8M
Uniting Wealth Partners, LLC 2.26% Reduce -17.4% 11,732 $5.8M
SoundView Advisors Inc. 2.15% Reduce -5.9% 11,730 $5.8M
Ellenbecker Investment Group 0.94% Add +11.7% 11,706 $5.8M
Focused Wealth Management, Inc 0.71% Add +2.9% 11,704 $5.8M
Murphy Pohlad Asset Management LLC 2.46% Reduce -0.8% 11,695 $5.8M
Novak & Powell Financial Services, Inc. 4.04% Add +1.2% 11,694 $5.8M
Amplius Wealth Advisors, LLC 0.54% Add +2.8% 11,683 $5.8M
May Hill Capital, LLC 1.91% Add +19.6% 11,674 $5.8M
Signature Wealth Management Group 2.29% Reduce -0.5% 11,670 $5.8M
Forza Wealth Management, LLC 2.38% Reduce -1.0% 11,669 $5.8M
Capstone Wealth Management Group, LLC 5.57% Add +79.8% 11,665 $5.8M
Capital Management Associates, Inc 1.84% Add +38.0% 11,657 $5.8M
Eagle Bay Advisors LLC 4.79% Reduce -0.1% 11,644 $5.8M
Menard Financial Group LLC 3.44% Reduce -1.2% 11,639 $5.8M
tru Independence LLC 1.67% Add +11.3% 11,618 $5.8M
First International Bank of Israel Ltd. 3.40% — 11,600 $5.8M
Turn8 Private Wealth Inc. 4.17% Add +3.9% 11,423 $5.8M
GEM Asset Management, LLC 2.95% Reduce -0.6% 11,575 $5.8M
Royal Harbor Partners, LLC 2.10% Reduce -1.1% 11,579 $5.8M
Taylor Hoffman Capital Management LLC 1.97% Reduce -3.4% 11,575 $5.8M
Northstar Group, Inc. 0.93% Add +3.0% 11,572 $5.8M
Palouse Capital Management, Inc. 3.87% Reduce -1.5% 11,572 $5.8M
Emprise Bank 2.76% Reduce -23.4% 11,560 $5.8M
Cahaba Wealth Management, Inc. 0.45% Reduce -6.1% 11,558 $5.7M
Joseph Group Capital Management 1.93% Reduce -7.9% 11,557 $5.7M
Affiance Financial, LLC 1.17% Reduce -0.6% 11,551 $5.7M
Taylor & Morgan Wealth Management, LLC 3.88% Add +0.0% 11,545 $5.7M
Virginia Wealth Management Group, Inc. 3.49% Add +0.6% 11,533 $5.7M
Three Bridge Wealth Advisors, LLC 1.51% Add +82.3% 11,531 $5.7M
Landaas & Co. /Wi 1.37% Add +12.9% 11,530 $5.7M
Samalin Investment Counsel, LLC 2.21% Add +2.4% 11,526 $5.7M
Legacy Capital Group California, Inc. 1.59% Add +16.8% 11,526 $5.7M
Pine Harbor Wealth Management, LLC 2.01% Add +5.4% 11,511 $5.7M
MRA Advisory Group 2.68% Reduce -14.6% 11,505 $5.7M
Prospect Capital Advisors, LLC 3.45% No change 11,505 $5.7M
Wealth Advisory Solutions, LLC 1.45% Reduce -2.4% 11,505 $5.7M
Monetta Financial Services Inc. 4.16% No change 11,500 $5.7M
RV Capital AG 1.06% No change 11,500 $5.7M
AGH Wealth Advisors, LLC 4.71% Add +0.7% 11,495 $5.7M
Todd Asset Management LLC 0.12% Reduce -0.6% 11,483 $5.7M
GraniteShares Advisors LLC 3.51% Reduce -19.4% 11,481 $5.7M
Wealthquest Corp 0.45% Add +1.4% 11,478 $5.7M
Blue Sky Capital Consultants Group, Inc. 2.93% Add +4.1% 11,461 $5.7M
Wealthedge Investment Advisors, LLC 2.38% Reduce -36.5% 11,448 $5.7M
Vista Investment Partners LLC 1.64% Reduce -8.7% 11,439 $5.7M
Capital Markets Trading UK LLP 6.45% Reduce -11.1% 11,421 $5.7M
BlackDiamond Wealth Management, LLC 3.28% Add +0.7% 11,541 $5.7M
Proathlete Wealth Management LLC 1.80% Add +0.3% 11,388 $5.7M
Marshall Financial Group, LLC 1.11% Reduce -3.3% 11,386 $5.7M
Burt Wealth Advisors 1.29% Reduce -0.3% 11,363 $5.7M
Alta Wealth Advisors LLC 2.67% Add +4.3% 11,363 $5.7M
Creative Financial Designs Inc. 0.41% Reduce -16.4% 11,324 $5.6M
Creekmur Asset Management LLC 0.99% Add +40.9% 11,318 $5.6M
Proffitt & Goodson Inc. 0.86% Add +4.0% 11,312 $5.6M
Hoxton Planning & Management, LLC 1.94% Add +1.8% 11,294 $5.6M
Obsidian Cio, LLC 0.82% Add +4.2% 11,289 $5.6M
Smith Shellnut Wilson LLC 2.43% No change 11,283 $5.6M
Quad-Cities Investment Group, LLC 2.55% Add +2.7% 11,263 $5.6M
Libra Wealth LLC 1.83% Add +3.8% 11,258 $5.6M
Rydar Equities, Inc. 4.42% — 11,253 $5.6M
Cahill Financial Advisors Inc. 0.69% Reduce -2.2% 11,243 $5.6M
Gitterman Wealth Management, LLC 1.30% Reduce -0.0% 11,241 $5.6M
Terra Nova Asset Management LLC 3.91% Reduce -6.6% 11,234 $5.6M
Elm3 Financial Group, LLC 4.65% Reduce -5.5% 11,233 $5.6M
Opes Wealth Management LLC 0.99% Reduce -3.2% 11,226 $5.6M
Mb, Levis & Associates, LLC 2.45% Reduce -0.1% 11,211 $5.6M
Hill Island Financial LLC 1.56% Add +52.7% 11,210 $5.6M
William Mack & Associates, Inc. 3.54% Add +110.0% 11,186 $5.6M
Blue Square Asset Management, LLC 2.60% Add +2.0% 11,176 $5.6M
Night Squared LP 2.47% Reduce -16.4% 11,158 $5.6M
Sunbeam Capital Management, LLC 4.20% Add +20.1% 11,153 $5.5M
Goepper Burkhardt LLC 2.04% Add +6.5% 11,148 $5.5M
D.B. Root & Company, LLC 1.64% Add +3.5% 11,147 $5.5M
Integral Investment Advisors, Inc. 1.58% Add +13.0% 11,144 $5.5M
Bigelow Investment Advisors, LLC 2.44% Reduce -2.0% 11,144 $5.5M
Gables Capital Management Inc. 2.62% Reduce -3.1% 11,132 $5.5M
Cacti Asset Management LLC 0.39% No change 11,130 $5.5M
MeadowBrook Investment Advisors LLC 5.01% Reduce -1.6% 11,093 $5.5M
Drake & Associates, LLC 1.35% Add +38.8% 11,092 $5.5M
Aire Advisors, LLC 1.07% Add +1.3% 11,088 $5.5M
Titleist Asset Management, LLC 0.55% Add +2.3% 11,082 $5.5M
Facet Wealth, Inc. 0.13% Add +92.8% 10,314 $5.5M
Pacific Point Advisors, LLC 2.98% Add +0.4% 11,061 $5.5M
Provenance Wealth Advisors, LLC 0.79% Add +0.8% 11,060 $5.5M
Sulzberger Capital Advisors, Inc. 6.44% Reduce -2.5% 11,057 $5.5M
Castle Wealth Management LLC 1.99% Reduce -2.3% 11,033 $5.5M
Mfa Wealth Advisors, LLC 1.29% Add +281.8% 11,016 $5.5M
Spahn Wealth & Retirement LLC 3.52% Reduce -0.7% 11,000 $5.5M
Crescent Sterling, Ltd. 6.11% Reduce -7.3% 10,984 $5.5M
Coastwise Capital Group, LLC 4.35% Add +1.5% 10,975 $5.5M
MWA Asset Management 3.34% Add +3.6% 10,968 $5.5M
Summit Wealth & Retirement Planning, Inc. 1.46% Add +17.9% 10,967 $5.5M
Pinnacle Holdings, LLC 2.27% Add +1.2% 10,962 $5.5M
Access Financial Services, Inc. 2.06% Reduce -0.2% 10,955 $5.4M
Cladis Investment Advisory, LLC 3.41% Add +0.5% 10,940 $5.4M
Sentinel Pension Advisors, LLC 0.91% Add +0.8% 10,921 $5.4M
OV Management LLC 4.55% Reduce -61.9% 10,920 $5.4M
Copperwynd Financial, LLC 1.35% Reduce -1.3% 10,917 $5.4M
Tsfg, LLC 0.98% Reduce -0.3% 10,913 $5.4M
Luts & Greenleigh Group, Inc. 5.20% Add +1.2% 10,902 $5.4M
Horizon Wealth Management, LLC 0.95% Reduce -11.1% 10,883 $5.4M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 7.94% Reduce -69.8% 10,882 $5.4M
bLong Financial, LLC 4.18% Add +0.9% 10,877 $5.4M
Andrew Hill Investment Advisors, Inc. 4.34% Reduce -23.6% 10,859 $5.4M
Arvest Investments, Inc. 0.81% Add +54.7% 10,857 $5.4M
Dudley & Shanley, Inc. 0.85% No change 10,854 $5.4M
Ti-Trust, Inc. 3.62% Add +0.3% 10,846 $5.4M
Matauro, LLC 1.01% Reduce -4.5% 10,830 $5.4M
Granite Harbor Advisors, Inc. 2.53% Add +12.9% 10,825 $5.4M
Viewpoint Investment Partners Corp. 2.94% Add +182.1% 10,820 $5.4M
Total Clarity Wealth Management, Inc. 1.54% Reduce -5.9% 10,803 $5.4M
Delphi Financial Group, Inc. 3.88% No change 10,800 $5.4M
PSI Advisors, LLC 2.68% Add +103.4% 10,798 $5.4M
Carr Financial Group Corp 1.58% Reduce -0.8% 10,786 $5.4M
Amica Retiree Medical Trust 7.74% No change 10,787 $5.4M
Trust Co 0.61% Add +5.8% 10,785 $5.4M
SkyOak Wealth, LLC 1.08% Reduce -32.6% 10,768 $5.4M
Conway Capital Management, Inc. 2.39% Add +1.5% 10,760 $5.4M
Brookmont Capital Management 3.07% Reduce -1.5% 10,760 $5.4M
Raleigh Capital Management Inc. 2.24% Add +8.4% 10,753 $5.3M
Davis Investment Partners, LLC 1.91% Add +275.2% 10,862 $5.3M
New Wave Wealth Advisors LLC 2.27% Reduce -2.4% 10,745 $5.3M
Oxinas Partners, LLC 2.74% Reduce -7.3% 10,741 $5.3M
CLG LLC 1.67% Reduce -1.1% 10,738 $5.3M
Affinity Capital Advisors, LLC 0.92% Reduce -0.8% 10,726 $5.3M
New Insight Wealth Advisors 2.19% Add +1.5% 10,721 $5.3M
Mendel Capital Management LLC 3.04% Reduce -0.7% 10,711 $5.3M
Financial Council, LLC 2.57% Reduce -0.1% 10,701 $5.3M
Woodard & Co. Asset Management Group Inc. 0.98% Reduce -18.2% 10,692 $5.3M
Cookson Peirce & Co. Inc. 0.23% Reduce -23.3% 10,685 $5.3M
Rialto Wealth Management, LLC 1.48% Add +0.8% 10,677 $5.3M
Charter Oak Capital Management, LLC 0.45% Add +4.3% 10,639 $5.3M
Fi3 FINANCIAL ADVISORS, LLC 1.91% Add +7.5% 10,635 $5.3M
Comprehensive Financial Management LLC 0.15% New 10,614 $5.3M
Beam Wealth Advisors, Inc. 1.57% Reduce -1.4% 10,607 $5.3M
Morgens Waterfall Vintiadis & Co. Inc. 3.87% No change 10,600 $5.3M
West Paces Advisors Inc. 1.12% Add +19.9% 10,580 $5.3M
Steadtrust LLC 4.13% — 10,577 $5.3M
Bingham Private Wealth, LLC 5.00% Add +44.8% 15,541 $5.2M
Beta Wealth Group, Inc. 1.92% Reduce -46.1% 10,537 $5.2M
Rogco, LP 1.97% Add +1.1% 10,520 $5.2M
Sassicaia Capital Advisers LLC 3.27% Add +556.3% 10,500 $5.2M
Acorn Financial Advisory Services Inc. 0.86% Reduce -1.8% 10,489 $5.2M
Patrick M Sweeney & Associates, Inc. 3.59% Add +0.7% 10,451 $5.2M
Werba Rubin Papier Wealth Management 0.98% Add +13.9% 10,466 $5.2M
Advisor Resource Council 2.55% Reduce -77.9% 10,465 $5.2M
Nebula Research & Development LLC 0.44% Reduce -19.3% 10,465 $5.2M
Gordian Advisors LLC 3.72% Add +0.0% 10,464 $5.2M
Avantra Family Wealth, Inc. 4.29% Reduce -0.2% 10,454 $5.2M
Benchmark Financial Wealth Advisors, LLC 1.72% Reduce -4.4% 10,450 $5.2M
Paradigm Asset Management Co. LLC 1.28% Add +42.2% 10,450 $5.2M
Fortis Group Advisors, LLC 0.94% Reduce -15.5% 9,831 $5.2M
MADDEN SECURITIES Corp 1.77% Add +0.6% 10,447 $5.2M
Kapstone Financial Advisors LLC 2.59% Add +5.5% 10,443 $5.2M
Cinctive Capital Management LP 0.29% Add +473.2% 10,433 $5.2M
Crowley Wealth Management, Inc. 4.72% Add +0.3% 10,428 $5.2M
Wescott Financial Advisory Group, LLC 0.50% Reduce -22.9% 10,425 $5.2M
PUREfi Wealth, LLC 4.14% Add +9.8% 10,419 $5.2M
Net Worth Advisory Group 1.15% Add +74.4% 10,416 $5.2M
Gould Capital, LLC 3.46% Add +0.8% 10,413 $5.2M
Tevis Investment Management 3.31% Add +32.8% 10,397 $5.2M
Crew Capital Management, Ltd 3.71% Reduce -5.8% 10,392 $5.2M
Bain Capital Public Equity, LP 3.42% New 10,389 $5.2M
Mainstay Capital Management LLC 0.25% Add +104.8% 10,388 $5.2M
Pinion Investment Advisors, LLC 1.78% Reduce -49.9% 10,366 $5.2M
Vista Cima Wealth Management LLC 4.82% Reduce -0.6% 10,364 $5.2M
Mosaic Family Wealth Partners, LLC 0.66% Reduce -6.1% 10,359 $5.2M
Cascade Investment Advisors, Inc. 3.31% Reduce -0.6% 10,357 $5.2M
Rf&l Wealth Management, LLC 3.32% No change 10,350 $5.1M
Indiana Trust & Investment Management Co 1.70% Add +1.0% 10,347 $5.1M
Insight Inv LLC 3.45% Reduce -79.4% 10,343 $5.1M
Kirtland Hills Capital Management, LLC 2.36% Add +9.2% 10,287 $5.1M
Hikari Tsushin, Inc. 0.36% No change 10,283 $5.1M
Keynote Financial Services LLC 3.47% Reduce -1.8% 10,278 $5.1M
HighVista Strategies LLC 1.88% Add +5.1% 10,258 $5.1M
Clarity Wealth Advisors, LLC 1.26% Add +1.6% 10,243 $5.1M
Strategic Advocates LLC 1.51% Add +4.6% 10,228 $5.1M
Pathway Financial Advisers, LLC 1.65% Add +4.7% 10,227 $5.1M
1900 Wealth Management LLC 0.38% Reduce -16.8% 10,224 $5.1M
Invenio Wealth Partners LLC 2.02% Reduce -4.7% 10,215 $5.1M
Swisher Financial Concepts, Inc. 3.28% Reduce -2.7% 10,212 $5.1M
Triton Financial Group Inc 3.68% — 10,193 $5.1M
Kelly Financial Group LLC 1.46% Add +2.7% 10,173 $5.1M
FSB Premier Wealth Management, Inc. 1.80% Add +10.5% 10,166 $5.1M
TCFG Wealth Management, LLC 2.30% Reduce -9.5% 10,164 $5.1M
Summit Financial Wealth Advisors, LLC 0.91% Add +15.8% 10,156 $5.1M
Valtinson Bruner Financial Planning LLC 1.59% Add +72.9% 10,154 $5.1M
Financial Sense Advisors, Inc. 1.25% Reduce -3.0% 10,144 $5.0M
Strata Wealth Advisors, LLC 1.39% Add +6.4% 10,141 $5.0M
Claris Financial LLC 3.80% Reduce -25.7% 10,129 $5.0M
Sachetta, LLC 1.99% Reduce -3.9% 10,123 $5.0M
Baron Wealth Management LLC 1.78% Add +16.0% 10,098 $5.0M
Lumbard & Kellner, LLC 2.19% No change 10,095 $5.0M
Safeguard Investment Advisory Group, LLC 1.25% Reduce -16.9% 10,087 $5.0M
Southland Equity Partners LLC 1.10% Add +3.4% 10,086 $5.0M
Opal Wealth Advisors, LLC 1.39% Add +10.0% 10,044 $5.0M
Catalina Capital Group, LLC 3.37% Reduce -16.8% 10,039 $5.0M
Brian Low Financial Group, LLC 4.67% — 10,031 $5.0M
Telemark Asset Management, LLC 0.53% New 10,000 $5.0M
Olstein Capital Management, L.P. 0.93% No change 10,000 $5.0M
Rossby Financial, LCC 1.87% Add +4.3% 9,997 $5.0M
Beacon Capital Management, LLC 0.67% Reduce -0.9% 9,991 $5.0M
FDx Advisors, Inc. 1.52% Reduce -0.3% 9,980 $5.0M
One Day In July LLC 0.45% No change 9,977 $5.0M
Goldstone Financial Group, LLC 0.65% Add +7.8% 9,916 $4.9M
Northwest Wealth Management, LLC 0.89% Reduce -0.2% 9,921 $4.9M
SLT Holdings LLC 3.78% Add +3.0% 9,919 $4.9M
Well Done, LLC 0.92% Add +8.9% 9,911 $4.9M
Warren Street Wealth Advisors, LLC 1.63% Add +8.1% 9,901 $4.9M
Activest Wealth Management 1.19% Add +1.4% 9,899 $4.9M
Wulff, Hansen & Co. 4.21% Reduce -2.4% 9,891 $4.9M
Steel Grove Capital Advisors, LLC 0.58% Add +0.4% 9,884 $4.9M
Atala Financial Inc 3.39% Add +1.9% 9,881 $4.9M
Guerra Advisors Inc 2.32% Add +15.3% 9,865 $4.9M
Arlington Partners LLC 1.81% No change 9,859 $4.9M
Blue Bell Private Wealth Management, LLC 0.82% Add +62.2% 9,851 $4.9M
PICTET BANK & TRUST Ltd 5.74% Add +9.5% 9,875 $4.9M
Bosman Wealth Management, LLC 4.34% Add +118.6% 9,833 $4.9M
First Bancorp, Inc 2.80% Reduce -3.4% 9,811 $4.9M
Aull & Monroe Investment Management Corp 2.63% Reduce -10.3% 9,811 $4.9M
Arcataur Capital Management LLC 1.52% Add +0.8% 9,802 $4.9M
Detalus Advisors, LLC 1.41% Add +1.0% 9,797 $4.9M
Advance Capital Management, Inc. 0.22% Add +1.8% 9,793 $4.9M
Precedent Wealth Partners, LLC 1.19% Add +7.4% 9,791 $4.9M
West Wealth Group, LLC 1.21% Add +3.1% 9,274 $4.9M
Global Assets Advisory, LLC 1.90% Reduce -48.0% 9,882 $4.9M
Fiduciary Financial Group, LLC 0.88% Add +1.5% 9,879 $4.9M
RFP Financial Group LLC 2.00% Reduce -17.0% 9,750 $4.8M
Pecaut & Co. 1.61% Reduce -0.7% 9,749 $4.8M
Rbo & Co. LLC 0.78% Reduce -0.9% 9,735 $4.8M
Accel Wealth Management 1.62% Add +2.1% 9,733 $4.8M
Goldstein Advisors, LLC 0.65% Reduce -10.4% 9,731 $4.8M
Massachusetts Wealth Management 2.73% No change 9,720 $4.8M
Mainsail Financial Group, LLC 2.25% Reduce -1.0% 9,555 $4.8M
Abel Hall, LLC 2.23% Add +34.9% 9,716 $4.8M
Clark Financial Services Group Inc. 2.96% Add +0.5% 9,694 $4.8M
Laraway Financial Advisors Inc 3.66% Reduce -2.8% 9,694 $4.8M
Fairscale Capital, LLC 3.50% Add +8.7% 9,028 $4.8M
AAFMAA Wealth Management & Trust LLC 1.99% Reduce -5.9% 9,674 $4.8M
Murphy, Middleton, Hinkle & Parker, Inc. 2.69% No change 12,799 $4.8M
Rockingstone Advisors LLC 2.52% Reduce -14.8% 9,647 $4.8M
Wagner Wealth Management, LLC 1.09% Add +9.2% 9,638 $4.8M
Kera Capital Partners, Inc. 0.94% Reduce -41.5% 9,630 $4.8M
PAX Financial Group, LLC 0.92% Reduce -23.6% 9,629 $4.8M
Running Point Capital Advisors, LLC 1.32% Reduce -5.4% 9,606 $4.8M
Prentice Wealth Management LLC 1.25% Reduce -3.2% 9,595 $4.8M
Oak Grove Capital LLC 1.10% Reduce -78.2% 9,593 $4.8M
Canandaigua National Trust Co of Florida 3.39% Add +11.4% 9,593 $4.8M
Conscious Wealth Investments, LLC 3.05% Reduce -0.1% 9,305 $4.8M
Firethorn Wealth Partners, LLC 2.07% Reduce -8.3% 9,587 $4.8M
Ameliora Wealth Management Ltd. 1.70% Reduce -31.6% 9,569 $4.8M
Pring Turner Capital Group Inc. 3.07% Reduce -0.3% 9,560 $4.8M
Satovsky Asset Management LLC 1.01% Reduce -5.7% 9,550 $4.8M
Breed's Hill Capital LLC 2.29% Add +3.5% 9,549 $4.7M
Ironwood Financial, llc 1.02% No change 12,637 $4.7M
EdgeRock Capital LLC 1.50% New 9,530 $4.7M
Alliance Wealth Advisors, LLC 2.58% Reduce -1.9% 9,529 $4.7M
Wealth Quarterback LLC 2.24% Add +1.2% 9,517 $4.7M
Retirement Planning Co of New England, Inc. 2.11% Reduce -2.4% 9,516 $4.7M
Gilbert & Cook, Inc. 0.64% Reduce -8.1% 9,511 $4.7M
Patriot Investment Management Group, Inc. 0.33% Add +4.8% 9,511 $4.7M
CKW Financial Group 0.54% Add +0.0% 9,614 $4.7M
Game Creek Capital, LP 2.43% Add +3.8% 9,500 $4.7M
Hilltop Partners LLC 1.43% Add +3.4% 9,475 $4.7M
Lakehouse Capital Pty Ltd 2.87% No change 9,472 $4.7M
Front Street Capital Management, Inc. 0.90% Reduce -10.8% 9,469 $4.7M
American Institute for Advanced Investment Management, LLP 3.33% Reduce -0.3% 9,459 $4.7M
Independent Wealth Network Inc. 1.71% Reduce -3.4% 9,436 $4.7M
Signature Wealth Management Partners, LLC 2.68% Add +0.8% 9,433 $4.7M
Cross Staff Investments Inc 3.48% Reduce -1.0% 9,417 $4.7M
Midwest Financial Group LLC 2.46% Add +2.0% 9,407 $4.7M
Seneschal Advisors, LLC 3.69% Reduce -2.6% 9,405 $4.7M
Private Capital Management, LLC 0.47% Reduce -6.9% 9,389 $4.7M
Lodestar Private Asset Management LLC 0.54% Reduce -1.0% 9,388 $4.7M
DMC Group, LLC 3.63% Add +3.8% 9,382 $4.7M
Challenger Wealth Management 3.24% Reduce -2.1% 9,379 $4.7M
Up Strategic Wealth Investment Advisors LLC 3.64% Add +15.3% 9,378 $4.7M
Guerra Pan Advisors, LLC 3.07% Add +7.9% 9,352 $4.7M
Richard W. Paul & Associates, LLC 1.68% Add +0.5% 9,349 $4.7M
Exchange Bank 3.68% Reduce -2.1% 9,349 $4.7M
Argyle Capital Partners, LLC 3.83% Reduce -8.0% 9,347 $4.6M
Davidson Kahn Capital Management, LLC 2.98% Add +6.1% 9,340 $4.6M
Platinum Investment Management Ltd. 0.31% No change 9,340 $4.6M
Legacy Financial Strategies, LLC 0.91% Add +7.4% 9,336 $4.6M
Baring Financial LLC 3.47% Add +18.7% 9,335 $4.6M
Hutchinson Financial Advisors, INC 5.20% — 9,331 $4.6M
Fonville Wealth Management LLC 1.17% Add +0.5% 9,318 $4.6M
WMG Financial Advisors, LLC 1.71% Reduce -0.7% 9,314 $4.6M
Pointe Capital Management LLC 2.40% Add +3.4% 9,309 $4.6M
Outlook Wealth Advisors, LLC 1.19% Reduce -0.1% 9,298 $4.6M
Whelan Financial 1.67% Add +13.6% 9,294 $4.6M
Lynx Investment Advisory 3.02% Add +0.0% 9,293 $4.6M
Almanack Investment Partners, LLC. 0.74% Add +20.1% 9,292 $4.6M
Woodward Diversified Capital, LLC 2.34% Add +47.2% 9,288 $4.6M
Diversified Investment Strategies, LLC 3.12% Reduce -2.3% 9,277 $4.6M
MKT Advisors LLC 1.82% Add +0.2% 9,364 $4.6M
Syverson Strege & Co 1.09% Add +161.2% 9,253 $4.6M
Allium Financial Advisors, LLC 4.01% Reduce -3.7% 9,252 $4.6M
NDVR, Inc. 4.31% Reduce -5.0% 9,238 $4.6M
Family Capital Trust Co 1.59% Add +13.0% 9,238 $4.6M
Maridea Wealth Management LLC 1.20% Add +65.9% 9,233 $4.6M
Quantum Portfolio Management LLC 2.19% Reduce -17.7% 9,232 $4.6M
Tsai Capital Corp 3.36% Reduce -0.5% 9,217 $4.6M
Beirne Wealth Consulting Services, LLC 1.49% Add +0.3% 9,214 $4.6M
Heritage Financial Services, LLC 0.44% Reduce -5.3% 9,212 $4.6M
Fjell Capital, LLC 4.25% Add +0.3% 9,212 $4.6M
Renasant Bank 3.06% Reduce -4.2% 9,205 $4.6M
Select Asset Management & Trust 1.57% Add +0.7% 9,190 $4.6M
Johnson Bixby & Associates, LLC 0.63% Add +23.8% 9,184 $4.6M
Keyvantage Wealth, LLC 2.05% Add +8.2% 9,181 $4.6M
Integrity Financial Corp 2.33% Add +2.7% 9,179 $4.6M
Mayport, LLC 1.09% Reduce -3.0% 9,161 $4.6M
LongView Wealth Management 1.38% Reduce -7.8% 9,152 $4.6M
LJI Wealth Management, LLC 0.79% Reduce -1.5% 9,141 $4.5M
HT Partners LLC 1.39% Reduce -0.1% 9,127 $4.5M
Eagle Bluffs Wealth Management LLC 2.16% Add +1.4% 9,126 $4.5M
Tarbox Family Office, Inc. 0.68% Add +0.1% 9,121 $4.5M
Cynosure Group, LLC 0.51% No change 9,110 $4.5M
Sterling Investment Management, LLC 3.00% Reduce -0.4% 9,098 $4.5M
Resolute Wealth Strategies, LLC 2.42% Add +11.9% 9,096 $4.5M
Washburn Capital Management, Inc. 2.65% Reduce -3.6% 9,093 $4.5M
Burns Matteson Capital Management, LLC 2.18% Add +0.9% 9,093 $4.5M
Riversedge Advisors, LLC 0.88% Add +38.3% 9,093 $4.5M
Proactive Wealth Strategies LLC 2.13% Reduce -0.5% 9,088 $4.5M
Integrated Quantitative Investments LLC 1.33% New 9,089 $4.5M
KWB Wealth 0.55% Reduce -1.6% 12,041 $4.5M
Salvus Wealth Management, LLC 2.64% Reduce -0.8% 9,087 $4.5M
Provident Trust Co. 0.08% No change 9,072 $4.5M
MinichMacGregor Wealth Management, LLC 0.96% Reduce -12.6% 9,067 $4.5M
Financial Life Planners 3.67% Reduce -32.5% 9,060 $4.5M
Barrett & Company, Inc. 1.69% Add +6.5% 9,047 $4.5M
Legato Capital Management LLC 0.54% Reduce -3.4% 9,038 $4.5M
LWM Advisory Services, LLC 3.10% Reduce -4.8% 9,036 $4.5M
LifeWealth Investments, LLC 1.63% Add +25.1% 9,033 $4.5M
Pullen Investment Management, LLC 2.70% Add +0.2% 9,026 $4.5M
Ssa Swiss Advisors AG 2.16% Add +19.9% 8,898 $4.5M
Legacy Capital Wealth Partners, LLC 1.02% Add +0.0% 9,019 $4.5M
St. Nicholas Private Asset Management, Inc. 4.16% Add +15.0% 9,008 $4.5M
Glynn Capital Management LLC 1.01% Reduce -2.2% 9,007 $4.5M
Petros Family Wealth, LLC 4.09% Add +1.6% 9,001 $4.5M
Vigilare Wealth Management 1.67% Add +5.4% 8,979 $4.5M
Talisman Wealth Advisors LLC 4.08% Reduce -0.4% 8,978 $4.5M
Heartwood Wealth Advisors LLC 0.47% Add +14.1% 8,959 $4.5M
Monte Financial Group, LLC 1.73% Add +6.1% 8,957 $4.5M
Aletheian Wealth Advisors LLC 2.19% Reduce -4.6% 8,947 $4.5M
Waterway Wealth Management, LLC 1.35% Add +51.1% 8,941 $4.4M
Ariadne Wealth Management, LP 2.13% Reduce -1.6% 8,541 $4.4M
Aerodigm Wealth, LLC 2.13% Reduce -0.6% 8,936 $4.4M
Seamount Financial Group Inc. 2.28% Add +45.7% 8,919 $4.4M
Flaharty Asset Management, LLC 0.60% Reduce -2.2% 8,885 $4.4M
BCS Wealth Management 0.95% Add +26.1% 8,869 $4.4M
NRI Wealth Management LC 2.66% Add +21.3% 8,858 $4.4M
Barden Capital Management, Inc. 3.86% Reduce -3.5% 8,845 $4.4M
Palisades Hudson Asset Management, L.P. 1.72% No change 8,844 $4.4M
Fieldview Capital Management, LLC 0.66% Add +5.8% 8,828 $4.4M
Forefront Wealth Partners, LLC 3.01% Add +7.0% 10,246 $4.4M
Generation Capital Management LLC 3.47% Add +1.3% 8,819 $4.4M
FWG Holdings, LLC 2.06% Add +0.9% 8,186 $4.4M
Birch Financial Group, LLC 3.50% Reduce -9.3% 8,787 $4.4M
17 Capital Partners, LLC 2.52% Reduce -4.0% 8,774 $4.4M
Northstar Financial Companies, Inc. 4.53% Reduce -5.7% 8,769 $4.4M
Sterneck Capital Management, LLC 2.21% Reduce -0.3% 8,735 $4.3M
Rise Advisors, LLC 1.72% Add +1.4% 8,730 $4.3M
Comprehensive Financial Planning, Inc. 3.42% Add +7.1% 8,726 $4.3M
Park Square Financial Group, LLC 3.14% Reduce -3.3% 8,718 $4.3M
PFW Advisors LLC 1.33% Reduce -11.5% 8,704 $4.3M
Riverpark Capital Management LLC 7.02% Reduce -3.9% 8,693 $4.3M
Verum Partners LLC 1.00% Add +8.9% 8,688 $4.3M
Boomfish Wealth Group, LLC 2.49% Add +0.6% 8,674 $4.3M
Rothschild Wealth LLC 1.06% Add +16.1% 8,673 $4.3M
Garner Asset Management Corp 2.00% Reduce -4.7% 8,665 $4.3M
Intrinsic Value Partners, LLC 3.83% Reduce -2.8% 8,664 $4.3M
Baker Boyer National Bank 1.48% Reduce -0.1% 8,656 $4.3M
Caldwell Sutter Capital, Inc. 1.97% Reduce -3.5% 8,656 $4.3M
Lansing Street Advisors 1.28% Add +10.5% 8,656 $4.3M
Strategic Family Wealth Counselors, L.L.C. 1.23% Reduce -2.0% 8,652 $4.3M
Westhampton Capital, LLC 2.22% Reduce -0.2% 8,643 $4.3M
Correct Capital Wealth Management 0.84% Add +7.3% 8,631 $4.3M
Mascagni Wealth Management, Inc. 3.65% Add +0.9% 8,612 $4.3M
Davies Financial Advisors, Inc. 3.32% Reduce -32.6% 8,601 $4.3M
CoreFirst Bank & Trust 2.41% Add +1.1% 8,587 $4.3M
Rede Wealth, LLC 1.54% Reduce -0.8% 8,587 $4.3M
Arbor Investment Advisors, LLC 0.55% Add +0.1% 8,585 $4.3M
Farrell Financial LLC 2.86% Add +1.4% 8,581 $4.3M
Legacy Financial Group LLC 0.59% Add +7.8% 8,567 $4.3M
Delta Capital Management LLC 2.41% No change 8,565 $4.3M
Atom Investors LP 0.38% No change 8,561 $4.3M
Vantage Financial Partners, LLC 0.98% Reduce -4.3% 8,557 $4.3M
Evergreen Wealth Management, LLC 2.38% Add +0.6% 8,546 $4.3M
M.D. Sass, LLC 0.34% Add +0.3% 8,544 $4.2M
Acorns Advisers, LLC 0.04% Add +7.6% 8,526 $4.2M
Partnership Wealth Management, LLC 3.43% Add +1.2% 8,526 $4.2M
TD Capital Management LLC 0.40% Add +13.2% 8,514 $4.2M
Ellis Investment Partners, LLC 0.82% Add +0.2% 8,476 $4.2M
Brendel Financial Advisors LLC 2.36% Add +1.9% 8,474 $4.2M
Coston, McIsaac & Partners 1.09% Reduce -0.1% 8,472 $4.2M
Hobart Private Capital, LLC 0.95% Add +139.3% 8,456 $4.2M
Dunhill Financial, LLC 1.22% Add +3.5% 8,454 $4.2M
Global Strategic Investment Solutions, LLC 0.45% Add +0.4% 8,454 $4.2M
Oliver Luxxe Assets LLC 0.75% Reduce -2.6% 8,447 $4.2M
MRP Capital Investments, LLC 2.89% Add +11.1% 8,442 $4.2M
IAM Advisory, LLC 1.01% Add +0.2% 8,439 $4.2M
Willner & Heller, LLC 3.53% Add +0.1% 8,430 $4.2M
Idaho Trust Co 1.50% Add +3.2% 8,427 $4.2M
Whipplewood Advisors, LLC 2.30% Add +2.4% 8,411 $4.2M
Operose Advisors LLC 1.18% Reduce -1.6% 8,405 $4.2M
Aldebaran Financial Inc. 4.62% Add +2.3% 8,391 $4.2M
Haven Capital Group, Inc. 3.68% Reduce -0.8% 8,388 $4.2M
Fidelity D & D Bancorp Inc. 2.56% Reduce -5.1% 8,384 $4.2M
Bullseye Investment Management, LLC 2.66% No change 11,105 $4.2M
Twin Lakes Capital Management, LLC 2.53% Add +0.1% 8,379 $4.2M
Sunburst Financial Group, LLC 0.93% Add +2.3% 8,377 $4.2M
Ifrah Financial Services, Inc. 1.14% Reduce -1.0% 8,376 $4.2M
Summit Wealth Group LLC / Co. 1.05% — 8,370 $4.2M
Spectrum Strategic Capital Management, LLC 2.65% Add +16.2% 8,361 $4.2M
Tableaux LLC 2.39% Add +13.1% 8,359 $4.2M
Apeiron RIA LLC 1.07% Reduce -10.7% 8,354 $4.2M
DecisionPoint Financial, LLC 1.06% Add +3.6% 8,443 $4.2M
First National Corp. /Ma/ 0.84% Add +12.7% 8,345 $4.2M
Guardian Investment Management 4.18% Reduce -12.1% 8,344 $4.2M
Morey & Quinn Wealth Partners, LLC 3.32% Add +0.4% 8,339 $4.1M
Paces Ferry Wealth Advisors, LLC 1.90% Reduce -1.5% 8,336 $4.1M
Sterling Investment Counsel, LLC 2.43% Reduce -52.4% 8,335 $4.1M
Everest Private Wealth 2.98% Reduce -8.3% 8,332 $4.1M
PKS Advisory Services, LLC 1.02% Reduce -0.1% 8,324 $4.1M
Ascentis Wealth Management, LLC 1.13% Add +2.0% 8,402 $4.1M
Halbert Hargrove Global Advisors, LLC 0.22% Reduce -20.6% 8,315 $4.1M
Darwin Wealth Management, LLC 1.43% Reduce -11.2% 8,313 $4.1M
White Knight Strategic Wealth Advisors, LLC 3.52% Reduce -1.0% 8,313 $4.1M
Jessup Wealth Management, Inc 1.66% Reduce -0.5% 8,306 $4.1M
Atlatl Advisers LLC 1.95% Reduce -1.9% 8,300 $4.1M
LSP Investment Advisors, LLC 2.95% No change 8,280 $4.1M
Rockbridge Investment Management, LCC 0.44% Add +2.8% 8,279 $4.1M
Exane Asset Management 1.61% Reduce -51.9% 7,049 $4.1M
Fca Corp. 1.23% Reduce -0.5% 8,262 $4.1M
Cora Capital Advisors LLC 1.82% Add +1.6% 8,236 $4.1M
VERITY Wealth Advisors 2.75% Reduce -10.0% 8,230 $4.1M
TPG Advisors LLC 2.96% Add +0.9% 8,226 $4.1M
Cannon Advisors, Inc. 3.29% Reduce -1.8% 8,218 $4.1M
Hidden Cove Wealth Management, LLC 2.96% Add +4.1% 8,202 $4.1M
Motive Wealth Advisors 1.85% Add +14.7% 8,183 $4.1M
Oliver Lagore Vanvalin Investment Group 1.60% — 10,838 $4.1M
West Bancorporation Inc. 2.57% Reduce -1.7% 8,174 $4.1M
D. Scott Neal, Inc. 2.03% Reduce -2.5% 8,172 $4.1M
New Covenant Trust Company, N.A. 3.63% Reduce -2.4% 8,188 $4.1M
First Citizens Financial Corp 2.23% Add +5.6% 8,135 $4.0M
Northern Financial Advisors Inc 3.03% Reduce -1.7% 8,126 $4.0M
Islay Capital Management, LLC 2.62% Add +0.4% 8,117 $4.0M
Global Endowment Management, LP 0.54% Reduce -5.2% 8,115 $4.0M
Riverbend Wealth Management, LLC 3.05% Add +0.8% 8,111 $4.0M
Mascoma Wealth Management LLC 0.94% Reduce -9.5% 8,105 $4.0M
Tributary Capital Management, LLC 0.36% Reduce -4.4% 8,097 $4.0M
Triton Wealth Management, PLLC 1.72% — 7,876 $4.0M
Droms Strauss Advisors Inc. /Mo/ 1.23% Reduce -0.3% 8,087 $4.0M
Wilson & Boucher Capital Management, LLC 2.80% Reduce -1.1% 8,080 $4.0M
Indie Asset Partners, LLC 7.31% Reduce -10.1% 8,074 $4.0M
WJ Wealth Management, LLC 1.27% Reduce -15.7% 8,072 $4.0M
Wall Street Financial Group, Inc. 3.62% Add +230.1% 8,065 $4.0M
Firestone Capital Management 0.94% Reduce -0.6% 8,055 $4.0M
Shaker Investments LLC 1.64% Add +22.0% 8,039 $4.0M
Cardinal Strategic Wealth Guidance 1.15% Reduce -3.2% 8,035 $4.0M
Red Wave Investments LLC 1.31% Reduce -2.4% 8,029 $4.0M
Farrow Financial, Inc. 2.42% Reduce -0.2% 8,024 $4.0M
Forest Hill Capital, LLC 2.82% No change 8,000 $4.0M
Sherman Asset Management, Inc. 3.52% Reduce -0.0% 7,986 $4.0M
Grace & White Inc. 0.74% No change 7,975 $4.0M
Verity Asset Management, Inc. 1.89% Reduce -48.4% 7,970 $4.0M
Pacific Asset Management, LLC 3.18% Reduce -1.9% 7,940 $3.9M
Silvia McColl Wealth Management, LLC 2.87% Reduce -0.3% 7,933 $3.9M
Minot DeBlois Advisors LLC 3.73% Reduce -4.5% 7,926 $3.9M
Legacy Bridge, LLC 1.87% Reduce -0.1% 7,920 $3.9M
Lion Street Advisors, LLC 1.19% Reduce -0.2% 7,908 $3.9M
BigSur Wealth Management LLC 0.99% Reduce -0.9% 7,901 $3.9M
DecisionMap Wealth Management, LLC 2.69% Add +1.8% 7,891 $3.9M
NorthStar Asset Management LLC 2.07% Add +5.5% 7,884 $3.9M
Park Edge Advisors, LLC 1.01% Add +5.7% 7,884 $3.9M
Power Wealth Management LLC 1.51% Add +2.3% 7,877 $3.9M
Paladin Wealth, LLC 3.05% Reduce -0.2% 7,876 $3.9M
Soundwatch Capital LLC 0.67% Add +376.1% 12,125 $3.9M
Reliant Investment Partners, LLC 3.41% Reduce -0.9% 7,864 $3.9M
Camarda Financial Advisors, LLC 1.54% Reduce -3.9% 7,855 $3.9M
49 Wealth Management, LLC 0.42% Reduce -7.5% 7,852 $3.9M
Private Client Services, LLC 1.52% Add +58.8% 7,849 $3.9M
Townsend & Associates, Inc 0.39% No change 7,600 $3.9M
Fermata Advisors, LLC 1.04% Reduce -32.4% 7,843 $3.9M
Kaizen Financial Strategies 1.99% Add +2.1% 7,836 $3.9M
Values Added Financial LLC 1.89% Add +21.2% 7,829 $3.9M
Old North State Wealth Management, LLC 2.03% Reduce -0.5% 7,797 $3.9M
Grange Capital, LLC 4.07% Add +0.0% 7,820 $3.9M
Davidson Capital Management Inc. 0.93% Add +6.4% 7,818 $3.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.67% No change 7,818 $3.9M
Meridian Wealth Partners, LLC 0.56% Add +11.0% 7,817 $3.9M
Lebenthal Global Advisors, LLC 0.73% Add +31.9% 7,817 $3.9M
Elevate Capital Advisors, LLC 3.09% Reduce -36.5% 7,803 $3.9M
Seelaus Asset Management LLC 3.49% No change 7,798 $3.9M
Aspen Capital Management, LLC 1.08% Add +0.8% 7,773 $3.9M
Paragon Financial Partners, Inc. 2.64% Add +0.0% 7,770 $3.9M
Walker Financial Services, Inc. 1.75% Add +1.1% 7,754 $3.9M
Thrive Capital Management, LLC 1.21% Add +47.5% 7,743 $3.9M
Morangie Management LLC 3.34% Add +16.8% 7,742 $3.9M
Howard Bailey Securities, LLC 1.18% Reduce -9.9% 7,723 $3.8M
Kohmann Bosshard Financial Services, LLC 0.43% Reduce -0.5% 7,723 $3.8M
Oder Investment Management, LLC 2.90% Add +0.2% 7,722 $3.8M
Carson Advisory Inc. 2.44% Reduce -0.3% 7,718 $3.8M
Warther Private Wealth, LLC 1.01% Reduce -28.9% 7,717 $3.8M
Ted Buchan & Co 1.52% Add +13.7% 7,700 $3.8M
Cherry Tree Wealth Management, LLC 0.89% Reduce -2.1% 7,689 $3.8M
Round Hill Asset Management 2.58% Add +2.6% 7,681 $3.8M
Corps Capital Advisors, LLC 6.11% Reduce -38.2% 7,644 $3.8M
LYNX Capital Group Ltd. 1.83% Reduce -0.1% 7,643 $3.8M
M.E. Allison & Co., Inc. 3.05% Add +31.6% 7,639 $3.8M
Human Investing LLC 0.60% Add +0.7% 7,636 $3.8M
Abacus Wealth Partners, LLC 0.58% Add +4.8% 7,635 $3.8M
VELA Investment Management, LLC 1.13% Reduce -4.1% 7,632 $3.8M
Faithward Advisors, LLC 0.59% Reduce -4.2% 7,623 $3.8M
East Coast Asset Management, LLC. 1.26% No change 7,620 $3.8M
PCG Asset Management, LLC 3.26% Reduce -1.7% 7,616 $3.8M
Truepoint, Inc. 0.09% Add +7.5% 7,614 $3.8M
Pine Ridge Advisers LLC 0.24% No change 7,610 $3.8M
Olistico Wealth, LLC 2.10% Add +1.5% 7,605 $3.8M
Planning Alternatives Ltd. 0.53% Reduce -1.5% 7,604 $3.8M
Rovin Capital /Ut/ 1.15% Add +0.6% 7,603 $3.8M
Taylor Financial Group, Inc. 2.36% Reduce -0.9% 7,597 $3.8M
Haven Private, LLC 1.67% Add +72.8% 7,592 $3.8M
Stevens Capital Management LP 1.03% Add +23.1% 7,588 $3.8M
Burton Enright Welch 0.65% Add +14.9% 7,558 $3.8M
Advisory Resource Group 0.72% Reduce -0.8% 7,557 $3.8M
Tillman Hartley LLC 1.06% Add +3.9% 7,552 $3.8M
GFG Capital, LLC 1.12% Reduce -56.1% 7,545 $3.8M
Integrated Financial Solutions, Inc. 3.17% — 7,504 $3.7M
Caitong International Asset Management Co., Ltd 2.66% New 7,494 $3.7M
Park Capital Management, LLC / WI 3.45% Add +7.3% 7,491 $3.7M
Alexander Randolph Advisory, Inc. 3.34% Reduce -5.1% 7,490 $3.7M
Nicholson Wealth Management Group, LLC 2.29% Add +12.6% 7,488 $3.7M
Alhambra Investment Management LLC 1.84% Reduce -0.7% 7,468 $3.7M
Milestone Asset Management Group, LLC 2.75% Add +1.8% 7,465 $3.7M
Connective Portfolio Management, LLC 7.95% Add +49.8% 7,519 $3.7M
MPS Loria Financial Planners, LLC 1.09% Reduce -7.0% 7,455 $3.7M
LeConte Wealth Management, LLC 2.51% Add +44.4% 7,452 $3.7M
Warwick Investment Management, Inc. 0.72% Add +3.2% 7,445 $3.7M
Murphy & Mullick Capital Management Corp 3.01% Add +1.3% 7,024 $3.7M
SJS Investment Consulting Inc. 0.59% Reduce -16.6% 7,434 $3.7M
Genesee Capital Advisors, LLC 1.66% Reduce -0.6% 7,434 $3.7M
Oakwell Private Wealth Management, LLC 0.85% Add +4.2% 7,423 $3.7M
Medallion Wealth Advisors, LLC 1.43% Add +1.6% 7,487 $3.7M
Sage Private Wealth Group, LLC 2.36% Add +0.7% 7,421 $3.7M
Sunflower Bank, N.A. 0.93% Add +0.5% 7,394 $3.7M
New Capital Management LP 1.03% Add +1.1% 7,393 $3.7M
Pandora Wealth, Inc. 2.26% Reduce -0.9% 7,386 $3.7M
Moment Partners, LLC 0.69% Reduce -7.2% 7,382 $3.7M
Millington Financial Advisors, LLC 1.85% Add +11.9% 7,252 $3.7M
AllGen Financial Advisors, Inc. 0.98% Reduce -53.4% 7,371 $3.7M
BankPlus Wealth Management LLC 2.43% Add +3.1% 7,358 $3.7M
Symphony Financial Services, Inc. 2.19% Reduce -1.0% 7,342 $3.7M
High Falls Advisors, Inc 0.81% Reduce -0.2% 7,348 $3.7M
Three Magnolias Financial Advisors, LLC 2.54% Reduce -0.3% 7,347 $3.7M
Hutchens & Kramer Investment Management Group, LLC 1.67% Reduce -1.9% 7,393 $3.6M
Tactive Advisors, LLC 1.18% — 7,308 $3.6M
Richmond Investment Services, LLC 0.77% Add +166.3% 7,290 $3.6M
Pettinga Financial Advisors LLC 0.79% Reduce -4.7% 7,285 $3.6M
Waycross Investment Management Co 3.76% Reduce -0.2% 7,268 $3.6M
Cranbrook Wealth Management, LLC 0.77% Add +1.5% 7,264 $3.6M
First National Bank Sioux Falls 1.33% Reduce -17.8% 7,264 $3.6M
Montis Financial, LLC 1.00% Reduce -15.5% 7,258 $3.6M
Gill Capital Partners, LLC 1.16% Reduce -4.4% 7,247 $3.6M
Balance Wealth Partners LLC 2.11% Add +1.2% 7,244 $3.6M
Rosenberg Matthew Hamilton 0.84% Reduce -4.5% 7,243 $3.6M
Silverleafe Capital Partners, LLC 1.25% Reduce -0.3% 7,236 $3.6M
Mach-1 Financial Group, LLC 1.05% Add +2.8% 7,217 $3.6M
Leigh Baldwin & Co., LLC 2.36% Add +4.7% 7,213 $3.6M
Catherine Avery Investment Management LLC 2.72% Reduce -0.6% 7,207 $3.6M
Aua Capital Management, LLC 2.14% No change 7,206 $3.6M
Gould Asset Management LLC 0.70% Reduce -6.1% 7,200 $3.6M
Worth Asset Management, LLC 1.76% Add +80.9% 7,188 $3.6M
CastleKnight Management LP 0.24% Reduce -55.1% 7,180 $3.6M
BOS Asset Management, LLC 1.14% Reduce -1.9% 7,170 $3.6M
Castle Hook Partners LP 0.05% New 7,159 $3.6M
Altiora Financial Group, LLC 0.70% No change 7,158 $3.6M
Willis Johnson & Associates, Inc. 0.24% Reduce -8.1% 7,157 $3.6M
Fourth Dimension Wealth, LLC 1.50% Add +2.3% 7,149 $3.6M
Gerber, LLC 2.50% Add +1.3% 7,147 $3.6M
Sutton Place Investors LLC 2.14% Add +7.2% 7,146 $3.6M
Driehaus Capital Management LLC 0.03% Add +12.0% 7,122 $3.5M
Kellett Wealth Advisors, LLC 2.31% Add +0.1% 7,119 $3.5M
Onyx Financial Advisors, LLC 1.68% Add +0.3% 7,108 $3.5M
FF Advisors,LLC 1.83% Add +7.2% 7,090 $3.5M
Meridian Financial Advisors, LLC 2.28% Reduce -0.9% 7,073 $3.5M
Heritage Family Offices, LLP 1.77% No change 9,263 $3.5M
Geneva Capital Management LLC 0.06% Reduce -3.2% 7,045 $3.5M
Littlejohn Financial Services, Inc. 2.71% Reduce -3.8% 7,041 $3.5M
Elwood & Goetz Wealth Advisory Group, LLC 0.76% Add +8.2% 7,025 $3.5M
Fortune Financial Advisors, LLC 2.81% Add +1.9% 7,018 $3.5M
Northern Capital Management, Inc. 2.05% Add +0.2% 7,015 $3.5M
Fortitude Family Office, LLC 1.15% Add +13.0% 7,008 $3.5M
Index Fund Advisors, Inc. 0.20% Add +85.5% 6,997 $3.5M
KFG Wealth Management, LLC 0.56% Add +33.4% 6,990 $3.5M
Galilei Investment Office LLP 1.77% No change 6,985 $3.5M
Walled Lake Planning & Wealth Management, LLC 1.13% Reduce -0.4% 6,984 $3.5M
Cascade Wealth Advisors, Inc 1.96% Add +69.4% 6,640 $3.5M
TradeWell Securities, LLC. 1.66% Add +5.4% 6,968 $3.5M
Otter Creek Advisors, LLC 2.60% Reduce -10.1% 6,966 $3.5M
Tortoise Investment Management, LLC 0.33% Add +6.0% 6,950 $3.5M
Birchcreek Wealth Management, LLC 1.96% Reduce -3.3% 6,945 $3.5M
TrueWealth Financial Partners 1.90% Add +10.7% 6,944 $3.5M
Eldridge Investment Advisors, Inc. 0.72% Add +4.2% 6,944 $3.5M
Brucke Financial, Inc. 2.40% Reduce -2.2% 6,940 $3.5M
WealthCare Investment Partners, LLC 1.24% Reduce -1.0% 6,912 $3.4M
Novus Advisors, LLC 5.26% Reduce -23.4% 6,930 $3.4M
Horan Securities, Inc. 1.21% Add +9.9% 6,911 $3.4M
Family Capital Management, Inc. 1.80% Add +5.8% 6,911 $3.4M
Latitude Advisors, LLC 1.73% Reduce -0.5% 6,911 $3.4M
Live Oak Investment Partners 2.64% Reduce -1.4% 6,902 $3.4M
Tribridge Partners Financial LLC 2.01% — 6,901 $3.4M
Cooper/Haims Advisors, LLC 1.69% Add +2.5% 6,889 $3.4M
Optivise Advisory Services LLC 1.75% Add +6.4% 6,889 $3.4M
City National Bank of Florida 2.49% Add +12.6% 6,888 $3.4M
Merrion Investment Management Co, LLC 2.21% Reduce -3.1% 6,861 $3.4M
Triumph Capital Management 1.02% Reduce -26.7% 6,860 $3.4M
Syntax Research, Inc. 2.42% Add +0.0% 6,852 $3.4M
AllSquare Wealth Management LLC 1.91% Reduce -0.4% 6,838 $3.4M
Kintra Wealth, LLC 2.04% Reduce -9.7% 6,825 $3.4M
Vivid Wealth Management, LLC 1.49% Reduce -1.5% 6,821 $3.4M
Fielder Capital Group LLC 0.90% Add +2.5% 6,818 $3.4M
Tiff Advisory Services, LLC 0.80% Reduce -3.4% 6,813 $3.4M
Kelly Lawrence W & Associates Inc. 0.91% No change 6,810 $3.4M
Fearless Solutions, LLC dba Best Invest 2.37% Add +1.0% 6,800 $3.4M
Dimension Capital Management LLC 0.53% Reduce -0.2% 6,787 $3.4M
IRON Financial LLC 1.79% Reduce -5.6% 6,785 $3.4M
Nabity-Jensen Investment Management Inc 2.48% Add +0.1% 6,769 $3.4M
Westshore Wealth, LLC 1.29% Add +0.0% 6,766 $3.4M
Summit Wealth Partners, LLC 0.64% Reduce -0.4% 6,766 $3.4M
White Lighthouse Investment Management Inc. 0.55% Add +4.4% 6,762 $3.4M
Smith Thornton Advisors LLC 1.93% Add +0.8% 6,760 $3.4M
Harris Associates (Oakmark Funds) 0.01% Add +77.8% 6,750 $3.4M
FOCUS Wealth Advisors, LLC 1.74% Reduce -0.6% 6,747 $3.4M
Kennon-Green & Company, LLC 2.68% Add +0.6% 6,814 $3.4M
Cornerstone Select Advisors, LLC 2.95% Reduce -3.6% 6,739 $3.4M
Boreal Capital Management LLC 3.21% — 6,734 $3.3M
Rinkey Investments 1.01% Add +15.0% 6,733 $3.3M
Horst & Graben Wealth Management LLC 0.55% Add +2.5% 6,727 $3.3M
Quartz Partners, LLC 1.53% Add +12.3% 6,726 $3.3M
Kopp Family Office, LLC 2.16% Add +1.1% 6,724 $3.3M
Parkside Advisors LLC 0.73% Reduce -0.6% 6,724 $3.3M
Primoris Wealth Advisors, LLC 2.28% Add +2.9% 6,723 $3.3M
Navalign, LLC 0.92% Reduce -1.5% 6,719 $3.3M
Professional Financial Advisors, LLC 0.77% Add +0.8% 6,714 $3.3M
RD Lewis Holdings, Inc. 3.36% Add +1.1% 6,388 $3.3M
One Charles Private Wealth Services, LLC 0.93% Add +4.0% 6,688 $3.3M
Precision Wealth Strategies, LLC 1.08% Reduce -7.7% 6,687 $3.3M
CWC Advisors, LLC. 1.72% Add +3.1% 6,678 $3.3M
Full Sail Capital, LLC 0.19% Reduce -7.5% 6,676 $3.3M
CMG Global Holdings, LLC 1.75% Add +14.5% 6,479 $3.3M
S. R. Schill & Associates 2.45% Reduce -0.3% 6,675 $3.3M
Carter Financial Group, INC. 2.17% — 6,677 $3.3M
Blackston Financial Advisory Group, LLC 2.07% Add +6.9% 6,667 $3.3M
Cortland Associates Inc. 0.39% Add +1.4% 6,663 $3.3M
Summit Wealth Group, LLC 0.85% Add +2.6% 6,652 $3.3M
Ssi Investment Management LLC 1.33% Reduce -42.6% 6,643 $3.3M
WealthCollab, LLC 1.85% Add +3.5% 6,635 $3.3M
Schorn Wealth LLC 1.09% Reduce -11.3% 6,629 $3.3M
Retirement Capital Strategies 1.30% Reduce -1.5% 6,620 $3.3M
Capitol Family Office, Inc. 4.29% Reduce -2.7% 6,614 $3.3M
Burkett Financial Services, LLC 1.18% Reduce -0.3% 6,610 $3.3M
N.E.W. Advisory Services LLC 0.32% Reduce -26.9% 6,607 $3.3M
Measured Wealth Private Client Group, LLC 0.98% Add +2.8% 6,602 $3.3M
Twin City Private Wealth, LLC 2.68% Reduce -8.9% 6,592 $3.3M
Tandem Investment Partners LLC 2.86% Add +5.9% 6,585 $3.3M
CVFG LLC 2.59% Reduce -0.9% 6,566 $3.3M
Matrix Trust Co 0.52% Add +3.7% 6,564 $3.3M
Total Wealth Planning & Management, Inc. 2.82% Reduce -0.5% 6,559 $3.3M
Berkshire Money Management, Inc. 0.34% Add +0.6% 6,550 $3.3M
Forge First Asset Management Inc. 1.18% Reduce -62.3% 6,540 $3.3M
Jackson Thornton Wealth Management, LLC 0.37% Add +1.8% 6,530 $3.2M
Gen-Wealth Partners Inc 1.25% Reduce -1.4% 6,514 $3.2M
Laidlaw Wealth Management LLC 9.33% Reduce -14.3% 6,511 $3.2M
Ritter Daniher Financial Advisory LLC / DE 0.80% Add +0.8% 6,510 $3.2M
Intrepid Financial Planning Group LLC 1.36% Reduce -0.4% 6,508 $3.2M
Scientech Research LLC 0.79% New 6,495 $3.2M
MBA Advisors LLC 1.49% Reduce -7.0% 6,490 $3.2M
Magnolia Capital Management Ltd. 2.58% No change 6,489 $3.2M
Braun-Bostich & Associates Inc. 2.20% Reduce -1.0% 6,486 $3.2M
VSM Wealth Advisory, LLC 1.07% No change 6,483 $3.2M
Phillips Wealth Planners LLC 2.92% Reduce -2.7% 6,493 $3.2M
Cherrydale Wealth Management, LLC 1.12% Add +2.4% 6,483 $3.2M
Wolff Financial Management LLC 0.83% Add +1.6% 6,480 $3.2M
Rooted Wealth Advisors, Inc. 1.11% Add +1.1% 6,403 $3.2M
TriaGen Wealth Management LLC 0.98% Add +31.2% 6,475 $3.2M
LFA - Lugano Financial Advisors SA 1.91% Add +5.0% 6,471 $3.2M
Foresight Capital Management Advisors, Inc. 1.87% Reduce -27.8% 6,469 $3.2M
Towercrest Capital Management 0.57% Add +2.2% 6,463 $3.2M
Phillips Financial Management, LLC 0.23% Add +15.2% 6,462 $3.2M
RoundAngle Advisors LLC 2.68% Add +0.1% 6,454 $3.2M
Community Bank of Raymore 2.38% Add +5.2% 6,453 $3.2M
OneAscent Family Office, LLC 3.03% Reduce -49.4% 6,450 $3.2M
Elmwood Wealth Management, Inc. 1.27% Add +0.1% 6,444 $3.2M
KOM Wealth Management Group, LLC 2.54% Reduce -8.9% 6,438 $3.2M
GK Wealth Management LLC 3.18% Reduce -9.8% 6,435 $3.2M
Promus Capital, LLC 2.08% Add +8.8% 6,435 $3.2M
Eagle Wealth Strategies LLC 1.79% Reduce -3.6% 6,433 $3.2M
Optimist Retirement Group LLC 1.53% Reduce -2.1% 6,433 $3.2M
Genesis Private Wealth, LLC 1.51% Add +3.5% 6,431 $3.2M
Arbor Capital Management Inc. 2.79% Add +6.3% 6,084 $3.2M
Plan A Wealth LLC 1.81% Add +25.8% 6,423 $3.2M
Aurdan Capital Management, LLC 1.09% Add +1.6% 6,421 $3.2M
Shira Ridge Wealth Management 1.46% Add +0.1% 6,410 $3.2M
Hickory Point Bank & Trust 2.57% Reduce -0.2% 6,406 $3.2M
Adamsbrown Wealth Consultants LLC 0.92% Add +2.8% 6,403 $3.2M
Seed Wealth Management, Inc. 2.37% Add +4.3% 6,403 $3.2M
Ninepoint Partners LP 0.62% Add +0.3% 6,396 $3.2M
Birchbrook, Inc. 1.70% Add +1.0% 6,392 $3.2M
Barnes Pettey Financial Advisors, LLC 2.12% Reduce -2.0% 6,390 $3.2M
Krane Funds Advisors LLC 0.12% Reduce -16.1% 6,389 $3.2M
Arlington Financial Advisors, LLC 0.52% Reduce -14.7% 6,381 $3.2M
Wood Tarver Financial Group, LLC 0.95% Add +2.3% 6,380 $3.2M
Parvin Asset Management, LLC 3.25% Reduce -3.9% 6,370 $3.2M
Carrera Capital Advisors 0.64% Add +1.3% 6,369 $3.2M
Ridgewood Investments LLC 1.37% Add +2.3% 6,367 $3.2M
Pasadena Private Wealth, LLC 0.54% Add +0.9% 6,366 $3.2M
Security Financial Services, INC. 0.56% Add +5.4% 6,365 $3.2M
Beaird Harris Wealth Management, LLC 0.25% Add +5.0% 6,363 $3.2M
Lavaca Capital LLC 1.29% Add +12.4% 6,354 $3.2M
Sharkey, Howes & Javer 0.42% Reduce -2.3% 6,354 $3.2M
Ade, LLC 1.68% Reduce -4.0% 6,341 $3.2M
Lantern Wealth Advisors, LLC 1.88% — 6,340 $3.2M
Curran Financial Partners, LLC 0.70% Add +31.7% 6,332 $3.1M
Claris Advisors, LLC / Mo / 1.09% Reduce -10.2% 6,326 $3.1M
Acorn Creek Capital LLC 1.30% Reduce -0.3% 6,318 $3.1M
Hopwood Financial Services, Inc. 2.46% Reduce -1.9% 6,317 $3.1M
Charter Research & Investment Group, Inc. 2.34% Reduce -0.2% 6,312 $3.1M
Requisite Capital Management, LLC 0.68% Reduce -1.7% 6,311 $3.1M
IFG Advisors, LLC 0.53% Add +5.7% 6,305 $3.1M
Copperleaf Capital, LLC 1.59% Reduce -4.1% 6,303 $3.1M
Doheny Asset Management 2.20% Add +0.5% 6,301 $3.1M
WestHill Financial Advisors, Inc. 0.66% Add +0.2% 6,301 $3.1M
Portolan Capital Management, LLC 0.20% Add +8.6% 6,297 $3.1M
Aspen Wealth Strategies, LLC 1.89% Reduce -9.0% 6,295 $3.1M
Neumann Capital Management, LLC 0.98% Reduce -0.9% 6,294 $3.1M
Kennedy Investment Group, Inc. 1.33% Reduce -0.9% 6,285 $3.1M
Pathway Financial Advisors LLC 0.46% Reduce -0.2% 6,281 $3.1M
Gunderson Capital Management LLC 1.31% Add +911.4% 6,281 $3.1M
Greenbush Financial Group, LLC 1.36% Add +4.5% 6,265 $3.1M
First Hawaiian Bank 0.42% Add +8.5% 6,252 $3.1M
Legacy Financial Group, Inc. 0.92% Reduce -7.5% 6,250 $3.1M
Trevian Wealth Management LLC 1.90% Add +2.2% 6,246 $3.1M
G&S Capital LLC 1.23% Reduce -0.6% 6,243 $3.1M
Betterment LLC 0.01% Add +3.5% 6,238 $3.1M
Rakuten Securities, Inc. 1.22% Reduce -39.5% 6,237 $3.1M
Defined Financial Planning LLC 2.75% Add +3.3% 6,131 $3.1M
Hummer Financial Advisory Services Inc 2.33% Add +0.2% 6,229 $3.1M
Peak Retirement Planning, Inc. 1.25% Add +12.2% 6,228 $3.1M
Leibman Financial Services, Inc. 2.38% Reduce -15.4% 6,214 $3.1M
Traub Capital Management LLC 2.86% — 6,213 $3.1M
Eight 31 Financial, LLC 2.04% Reduce -6.6% 6,212 $3.1M
Eads & Heald Wealth Management 1.53% Reduce -3.9% 6,210 $3.1M
Denver PWM, LLC 0.96% Add +32.5% 6,200 $3.1M
Abound Financial, LLC 1.36% Add +0.0% 6,200 $3.1M
Spectrum Planning & Advisory Services Inc. 1.99% Add +30.7% 6,196 $3.1M
Capstone Wealth Management Group LLC 2.24% Reduce -0.3% 6,193 $3.1M
Balentine LLC 0.12% Reduce -3.0% 6,191 $3.1M
STAR Financial Bank 1.95% Reduce -5.6% 6,167 $3.1M
EWG Elevate Inc. 0.94% Add +11.2% 6,162 $3.1M
Paulson Wealth Management Inc. 0.79% Add +5.1% 6,150 $3.1M
Cascade Investment Group, Inc. 2.13% Add +15.6% 6,145 $3.1M
Nia Impact Advisors, LLC 1.05% Reduce -1.3% 6,133 $3.1M
Twin Focus Capital Partners, LLC 0.43% Reduce -2.4% 6,127 $3.0M
Check Capital Management Inc. 0.20% Add +1.6% 6,126 $3.0M
Armor Investment Advisors, LLC 1.15% Add +16.9% 6,119 $3.0M
X-Square Capital, LLC 1.09% Reduce -0.1% 6,118 $3.0M
Richardson Financial Services Inc. 2.04% Add +5.3% 6,166 $3.0M
Macroview Investment Management LLC 2.48% Add +2.5% 6,089 $3.0M
Financial Management Professionals, Inc. 0.34% Add +9.7% 6,086 $3.0M
Impact Partnership Wealth, LLC 0.56% Add +22.9% 6,085 $3.0M
Sandler Capital Management 1.05% New 6,081 $3.0M
Intrepid Capital Management Inc. 1.59% Add +16.2% 6,065 $3.0M
KFA Private Wealth Group, LLC 0.93% Add +14.7% 6,064 $3.0M
Sanchez Wealth Management Group 0.73% Reduce -33.6% 6,063 $3.0M
Chase Investment Counsel Corp. 0.96% Reduce -12.2% 6,059 $3.0M
Milestones Private Investment Advisors LLC 2.23% — 6,044 $3.0M
Atlas Wealth Partners, LLC 3.47% Reduce -5.7% 6,039 $3.0M
TLWM 0.57% Add +0.3% 6,037 $3.0M
JTC Employer Solutions Trustee Ltd 0.29% Reduce -91.3% 6,032 $3.0M
Guild Investment Management, Inc. 2.60% No change 6,023 $3.0M
Abound Wealth Management 0.85% Add +6.9% 6,022 $3.0M
Retirement Income Solutions, Inc. 0.55% Add +2.3% 6,018 $3.0M
Clifford Group, LLC 2.46% Reduce -0.4% 6,018 $3.0M
Strathmore Capital Advisors, Inc. 1.32% — 5,933 $3.0M
Avanda Investment Management Pte. Ltd. 1.69% Reduce -48.1% 6,000 $3.0M
Birnam Oak Advisors, LP 0.89% Add +20.0% 6,000 $3.0M
Viking Fund Management LLC 0.41% No change 6,000 $3.0M
Elevation Wealth Partners, LLC 1.18% Reduce -1.8% 5,994 $3.0M
Lipe & Dalton 1.61% No change 5,978 $3.0M
Mma Asset Management LLC 1.14% Add +12.8% 5,977 $3.0M
Wincap Financial LLC 2.39% Reduce -24.4% 5,971 $3.0M
Antonelli Financial Advisors, LLC 2.14% Add +1.8% 5,969 $3.0M
PCG Wealth Advisors, LLC 1.52% Add +0.4% 5,960 $3.0M
Creekside Partners 1.40% Reduce -6.9% 5,945 $3.0M
Prairie Wealth Advisors, Inc. 1.26% Reduce -3.1% 5,928 $2.9M
Lighthouse Financial LLC 2.26% Reduce -6.3% 5,924 $2.9M
CogentBlue Wealth Advisors, LLC 2.26% Reduce -3.0% 5,923 $2.9M
Innova Wealth Partners 1.73% Add +1.3% 5,920 $2.9M
Garrett Wealth Advisory Group, LLC 0.62% Add +0.8% 5,916 $2.9M
Ascent Capital Management, LLC 2.61% Add +0.8% 5,912 $2.9M
Gallagher Fiduciary Advisors, LLC 0.11% Reduce -4.2% 5,912 $2.9M
Hara Capital LLC 1.82% Reduce -0.3% 5,902 $2.9M
Peoples Bank 1.81% Reduce -2.1% 5,902 $2.9M
Magnolia Private Wealth, LLC 2.27% Reduce -0.2% 5,899 $2.9M
A. D. Beadell Investment Counsel, Inc. 2.24% Add +3.0% 5,898 $2.9M
Cura Wealth Advisors, LLC 1.36% Reduce -2.5% 5,890 $2.9M
Yarger Wealth Strategies, LLC 1.53% Add +10.3% 5,884 $2.9M
Ruggaard & Associates LLC 1.18% Add +0.5% 5,883 $2.9M
Prostatis Group LLC 0.84% Reduce -3.6% 5,883 $2.9M
Potomac Fund Management Inc. 0.17% Reduce -0.2% 5,776 $2.9M
Sequent Planning LLC 0.93% Add +6.3% 5,870 $2.9M
Integras Partners LLC 3.14% Reduce -2.5% 5,869 $2.9M
Blalock Williams, LLC 2.92% Add +20.3% 5,867 $2.9M
Johnson & White Wealth Management, LLC 1.46% Reduce -1.7% 5,837 $2.9M
Painted Porch Advisors LLC 1.19% Add +0.5% 5,836 $2.9M
Grant Street Asset Management, Inc. 0.65% Add +5.6% 5,819 $2.9M
Arrowroot Family Office, LLC 1.30% — 5,819 $2.9M
Centerpoint Advisory Group 2.51% Add +4.3% 5,817 $2.9M
Pinnacle Wealth Management, LLC 2.42% Add +46.7% 5,817 $2.9M
Smart Money Group LLC 0.91% Add +6.9% 5,811 $2.9M
Fiducient Advisors LLC 0.35% Reduce -9.9% 5,811 $2.9M
Sage Capital Management, LLC 1.39% Add +0.1% 5,806 $2.9M
Per Stirling Capital Management, LLC. 0.38% Reduce -9.7% 5,804 $2.9M
Black Diamond Financial, LLC 0.45% Reduce -12.5% 5,799 $2.9M
Heck Capital Advisors, LLC 0.25% Add +6.4% 5,796 $2.9M
WPG Advisers, LLC 2.43% Add +3.2% 5,789 $2.9M
Financial & Tax Architects, LLC 0.70% Add +5.4% 5,784 $2.9M
Jane Street Group, LLC 0.00% Reduce -99.6% 5,781 $2.9M
Apex Wealth Management, LLC 2.30% Add +0.9% 5,774 $2.9M
Collective Family Office LLC 0.74% Reduce -13.9% 5,773 $2.9M
AtlasMark Financial, Inc 2.18% No change 5,761 $2.9M
Petra Financial Advisors Inc. 1.82% Reduce -0.7% 5,760 $2.9M
International Private Wealth Advisors LLC 2.46% Add +6.4% 5,756 $2.9M
Alliance Wealth Management Group 0.73% Add +2.4% 5,754 $2.9M
JMG Financial Group, Ltd. 0.09% Reduce -1.1% 5,732 $2.9M
Maripau Wealth Management LLC 1.44% Add +11.8% 5,702 $2.8M
Tealwood Asset Management Inc. 1.27% Reduce -2.1% 5,726 $2.8M
MorganRosel Wealth Management, LLC 0.78% Reduce -7.0% 5,718 $2.8M
Donoghue Forlines LLC 0.81% New 5,718 $2.8M
Level Wealth Management LLC 1.65% Reduce -1.0% 5,708 $2.8M
Paradigm Capital Management, LLC 2.84% Add +0.9% 5,701 $2.8M
Pineridge Advisors LLC 1.03% Reduce -3.8% 5,691 $2.8M
Dogwood Wealth Management LLC 1.38% Add +5.7% 5,697 $2.8M
Pennington Partners & Co., LLC 1.52% Reduce -8.0% 5,685 $2.8M
Shelton Wealth Management, LLC 1.42% Add +74.3% 5,681 $2.8M
RFG Holdings, Inc. 0.82% Add +57.6% 5,676 $2.8M
Cornerstone National Bank & Trust Co 1.21% Add +5.0% 5,672 $2.8M
RPS Advisory Solutions LLC 1.55% Add +10.1% 5,670 $2.8M
Brady Martz Wealth Solutions, LLC 0.55% Reduce -14.8% 5,669 $2.8M
Texas Capital Bancshares Inc 1.02% Reduce -0.2% 5,664 $2.8M
Johnson Financial Group, LLC 0.27% Reduce -33.0% 5,656 $2.8M
Pure Portfolios Holdings LLC 0.95% Reduce -1.7% 5,653 $2.8M
LifePlan Financial, LLC 2.32% Add +2.5% 5,632 $2.8M
Uhlmann Price Securities, LLC 2.00% Add +80.4% 5,624 $2.8M
Veltria Advisors Corp. 1.87% Add +17.8% 5,626 $2.8M
Hilltop Wealth Advisors, LLC 1.57% Add +6.0% 5,606 $2.8M
Acima Private Wealth, LLC 0.95% Add +1.8% 5,605 $2.8M
360 Financial, Inc. 0.88% Reduce -1.5% 5,605 $2.8M
Centennial Wealth Advisory LLC 0.88% Reduce -3.1% 5,588 $2.8M
M3 Advisory Group, LLC 1.92% Add +20.4% 5,576 $2.8M
Campion Asset Management 2.08% No change 5,563 $2.8M
Accelerate Investment Advisors LLC 2.06% Add +2.8% 5,561 $2.8M
Meriwether Wealth & Planning, LLC 1.73% Reduce -5.1% 5,550 $2.8M
Wallace Advisory Group, LLC 2.00% Add +1.4% 7,348 $2.8M
Investmark Advisory Group LLC 1.29% Add +8.0% 5,543 $2.8M
Talon Private Wealth, LLC 0.38% Reduce -11.0% 5,542 $2.8M
Prescott Group Capital Management, L.L.C. 0.33% Add +6.5% 5,538 $2.8M
Market Street Wealth Management Advisors LLC 0.45% Add +31.5% 5,526 $2.7M
Capital Advisory Group Advisory Services, LLC 0.99% Reduce -34.6% 5,523 $2.7M
SRH Advisors, LLC 0.84% Reduce -0.7% 5,522 $2.7M
Riverwater Partners LLC 1.29% Add +7.3% 5,520 $2.7M
Riverpoint Wealth Management Holdings, LLC 0.65% Add +0.2% 5,514 $2.7M
PrairieView Partners, LLC 0.27% Add +0.0% 5,514 $2.7M
Blue Barn Wealth, LLC 1.29% Add +11.2% 5,510 $2.7M
Coyle Financial Counsel LLC 0.73% Add +9.4% 5,505 $2.7M
Saiph Capital, LLC 1.07% Add +27.9% 5,500 $2.7M
Capital Management Associates 4.46% No change 5,500 $2.7M
Strive Asset Management, LLC 1.64% Reduce -17.7% 5,490 $2.7M
Tobias Financial Advisors, Inc. 0.47% Add +17.4% 5,478 $2.7M
Heritage Investment Group, Inc. 0.47% Reduce -2.8% 5,473 $2.7M
Sterling Group Wealth Management, LLC 1.50% Reduce -1.6% 5,465 $2.7M
Flagstone Financial Management 0.78% Add +0.1% 5,459 $2.7M
Fosun International Ltd 0.77% Reduce -17.8% 5,450 $2.7M
Encompass More Asset Management 0.63% Reduce -2.7% 5,448 $2.7M
Palacios Wealth Management, LLC 2.23% Add +4.3% 5,447 $2.7M
Piar LLC 3.01% Reduce -1.4% 7,191 $2.7M
Groesbeck Investment Management Corp. 4.73% Reduce -1.6% 5,416 $2.7M
RS Crum Inc. 0.65% Add +1.1% 5,408 $2.7M
Guided Capital Wealth Management, LLC 2.07% Add +0.4% 5,405 $2.7M
Virtus Advisers, LLC 1.68% No change 5,399 $2.7M
Safe Harbor Fiduciary, LLC 2.52% Reduce -2.6% 5,397 $2.7M
Stonekeep Investments, LLC 1.81% Reduce -2.2% 5,394 $2.7M
Perissos Private Wealth Management, LLC 2.12% Add +0.3% 5,392 $2.7M
Strategic Wealth Investment Group, LLC 3.88% Add +1.5% 5,384 $2.7M
Prepared Retirement Institute LLC 1.58% Add +2.5% 5,381 $2.7M
Stonebridge Financial Planning Group, LLC 1.12% Reduce -5.9% 5,380 $2.7M
MBM Wealth Consultants, LLC 0.72% Add +5.8% 5,379 $2.7M
MN Wealth Advisors, LLC 1.56% Add +13.9% 5,376 $2.7M
Hoge Financial Services, LLC 1.66% Reduce -8.3% 5,371 $2.7M
TrueWealth Advisors, LLC 0.79% Add +0.3% 5,367 $2.7M
Strategic Financial Concepts, LLC 0.37% Reduce -23.8% 5,347 $2.7M
J Hagan Capital, Inc. 1.80% Add +1.8% 5,212 $2.7M
Twelve Points Wealth Management LLC 0.71% Add +3.8% 5,337 $2.7M
MFG Wealth Management, Inc. 2.23% Reduce -1.1% 5,333 $2.7M
Mowery & Schoenfeld Wealth Management, LLC 4.27% Add +4.3% 5,306 $2.6M
Cathy Pareto & Associates, Inc. 2.18% Reduce -3.7% 5,297 $2.6M
Mainstream Capital Management LLC 1.92% Reduce -1.1% 5,297 $2.6M
Great Waters Wealth Management 0.34% Add +4.9% 5,283 $2.6M
Disciplined Investors, L.L.C. 2.04% Add +2.1% 5,272 $2.6M
TruNorth Capital Management, LLC 0.58% Reduce -4.4% 5,271 $2.6M
Accredited Wealth Management, LLC 2.12% Reduce -4.7% 5,271 $2.6M
Tolleson Wealth Management, Inc. 0.45% Add +1.0% 5,269 $2.6M
Whitaker-Myers Wealth Managers, LTD. 0.66% Add +37.1% 5,264 $2.6M
Ascension Capital Advisors, Inc. 1.09% Reduce -0.5% 5,254 $2.6M
Samjo Management, LLC 1.10% No change 5,250 $2.6M
IMZ Advisory Inc 1.04% Add +0.2% 5,111 $2.6M
Endowment Wealth Management, Inc. 1.34% Add +11.5% 5,230 $2.6M
Jacksonville Wealth Management, LLC 2.09% Add +4.4% 5,229 $2.6M
Kaydan Wealth Management, Inc. 0.85% No change 5,228 $2.6M
RVW Wealth, LLC 0.22% Reduce -18.7% 5,227 $2.6M
Watershed Private Wealth LLC 0.94% Reduce -24.1% 5,211 $2.6M
Cohen & Steers, Inc. 0.00% Add +8.6% 5,200 $2.6M
Broadway Wealth Solutions, Inc. 1.61% Add +0.2% 5,200 $2.6M
Dixon Fnancial Services, Inc. 1.31% Reduce -4.6% 5,198 $2.6M
Newport Capital Group, LLC 1.75% Reduce -3.2% 5,188 $2.6M
Argus Investors' Counsel, Inc. 1.82% Reduce -15.8% 5,165 $2.6M
Doliver Advisors, LP 0.70% Reduce -5.8% 5,150 $2.6M
National Wealth Management Group, LLC 1.44% Add +1.6% 5,148 $2.6M
Inspirion Wealth Advisors, LLC 0.34% Reduce -12.3% 5,148 $2.6M
Smallwood Wealth Investment Management, LLC 1.46% Add +4.3% 5,137 $2.6M
Kraft, Davis & Associates, LLC 0.70% Reduce -0.2% 4,983 $2.6M
BayBridge Capital Group, LLC 1.64% Add +2.8% 5,130 $2.6M
Weaver C. Barksdale & Associates, Inc. 2.45% Reduce -0.8% 5,123 $2.5M
Seldon Capital LP 1.11% No change 5,126 $2.5M
Atwood & Palmer Inc. 0.16% Add +3.2% 5,125 $2.5M
Holistic Financial Partners 1.12% Reduce -4.6% 5,123 $2.5M
GR Financial Group, LLC 0.62% Add +7.1% 5,111 $2.5M
Fingerlakes Wealth Management, Inc. 1.90% Reduce -0.3% 5,106 $2.5M
First International Bank & Trust 0.88% Reduce -4.7% 5,103 $2.5M
Sterling Wealth Management, Inc. 0.86% — 5,098 $2.5M
Northeast Financial Group, Inc. 0.80% Reduce -14.8% 5,095 $2.5M
Ulland Investment Advisors, LLC 2.08% Reduce -12.8% 5,090 $2.5M
Prodigy Asset Management LLC 1.65% No change 5,073 $2.5M
CarsonAllaria Wealth Management, Ltd. 1.35% Reduce -0.5% 5,072 $2.5M
Obsidian Personal Planning Solutions LLC 1.02% Add +0.2% 5,060 $2.5M
Rezny Wealth Management, Inc. 0.62% Add +2.3% 5,057 $2.5M
Mine & Arao Wealth Creation & Management, LLC. 1.12% Add +0.7% 5,055 $2.5M
4J Wealth Management LLC 1.70% Add +0.5% 5,055 $2.5M
WealthTrust Asset Management, LLC 1.88% Reduce -12.1% 5,049 $2.5M
Next Capital Management LLC 0.93% Add +32.2% 5,048 $2.5M
Veery Capital, LLC 0.86% Add +6.8% 5,028 $2.5M
MFA Wealth Services 1.88% Add +2.4% 5,019 $2.5M
Nautilus Advisors LLC 1.83% Add +2.6% 5,017 $2.5M
Wisconsin Wealth Advisors, LLC 2.87% Reduce -1.3% 5,015 $2.5M
Crumly & Associates Inc. 0.61% Reduce -4.0% 5,014 $2.5M
Moisand Fitzgerald Tamayo, LLC 0.32% Add +1.0% 5,013 $2.5M
Opus Investment Management Inc. 1.65% No change 5,000 $2.5M
Avenir Tech Ltd 0.21% Add +376.2% 5,000 $2.5M
Vista Investment Partners Ii, LLC 1.20% Add +1.0% 5,000 $2.5M
Broyhill Asset Management, LLC 2.26% Add +1.3% 4,992 $2.5M
CJM Wealth Advisers, Ltd. 0.83% Add +1.4% 4,987 $2.5M
Tudor Financial Inc. 1.41% Reduce -1.5% 4,985 $2.5M
Factor Wealth Management LTD 0.68% Add +8.9% 4,984 $2.5M
Pacific Sun Financial Corp 1.29% Add +1.7% 4,976 $2.5M
Avion Wealth 0.56% Add +11.7% 4,978 $2.5M
Planned Solutions, Inc. 0.95% Add +3.6% 4,975 $2.5M
Curat Global, LLC 2.36% Add +1.8% 4,970 $2.5M
Stordahl Capital Management, Inc. 0.55% Reduce -1.8% 4,961 $2.5M
Cottonwood Capital Advisors, LLC 1.66% Add +0.1% 4,959 $2.5M
Financial Advisors Network, Inc. 0.37% Reduce -10.0% 4,959 $2.5M
ERn Financial, LLC 0.52% Reduce -60.8% 4,951 $2.5M
Silver Oak Advisory Group, Inc. 1.19% Add +4.3% 4,951 $2.5M
Vance Wealth, LLC 0.83% Add +14.3% 4,945 $2.5M
Corundum Trust Company, INC 6.49% Reduce -5.4% 4,942 $2.5M
BlueChip Wealth Advisors LLC 1.01% Add +2.0% 4,937 $2.5M
SK Wealth Management, LLC 1.06% Add +3.0% 4,868 $2.5M
Brooktree Capital Management 1.60% Reduce -1.0% 4,927 $2.5M
Orgel Wealth Management, LLC 0.06% Reduce -3.4% 4,909 $2.4M
Tripletail Wealth Management, LLC 3.49% — 4,643 $2.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.88% Reduce -5.8% 4,748 $2.4M
Intelligent Financial Strategies 1.29% No change 4,897 $2.4M
Vienna Asset Management LLC 1.68% Reduce -28.9% 4,895 $2.4M
Cornerstone Planning Group LLC 0.50% Add +1.5% 4,607 $2.4M
Pacific Center for Financial Services 0.66% Add +0.2% 4,871 $2.4M
New Century Financial Group, LLC 2.84% Add +67.4% 4,867 $2.4M
Wealthcare Capital Partners, LLC 1.22% Reduce -10.9% 4,862 $2.4M
Cunning Capital Partners, LP 1.26% No change 4,862 $2.4M
Mainsail Asset Management, LLC 1.49% Add +0.5% 4,854 $2.4M
SilverOak Wealth Management LLC 0.45% Add +30.0% 4,853 $2.4M
Elser Financial Planning, Inc 3.00% Add +2.6% 4,841 $2.4M
Warburton Capital Management, LLC 1.43% Add +29.1% 4,694 $2.4M
Advanced Portfolio Management, LLC 6.72% No change 4,837 $2.4M
Aurora Private Wealth, Inc. 1.78% Reduce -4.5% 4,823 $2.4M
PYA Waltman Capital, LLC 0.69% Add +4.7% 4,821 $2.4M
Clarus Wealth Advisors 1.11% Add +10.5% 4,823 $2.4M
Tandem Financial, LLC 2.25% Reduce -4.4% 4,811 $2.4M
SFG Wealth Management, LLC. 1.45% Add +3.2% 4,809 $2.4M
Petix & Botte Co 0.59% No change 4,808 $2.4M
Lord & Richards Wealth Management, LLC 2.50% Add +1.5% 4,807 $2.4M
Frederick Financial Consultants, LLC 1.49% Add +10.5% 4,807 $2.4M
Echo45 Advisors LLC 1.51% Reduce -3.3% 4,802 $2.4M
Chokshi & Queen Wealth Advisors, Inc 1.37% Reduce -1.2% 4,801 $2.4M
Roble, Belko & Company, Inc 0.35% Add +11.5% 4,796 $2.4M
Hobbs Group Advisors, LLC 0.82% Add +8.2% 4,794 $2.4M
Heritage Wealth Management, Inc. 1.81% Reduce -6.0% 4,792 $2.4M
Cypress Capital, LLC 0.69% Add +2.7% 4,791 $2.4M
Asset Planning,Inc 1.79% Add +0.9% 4,775 $2.4M
Momentous Wealth Management, Inc. 1.53% Add +2.4% 4,773 $2.4M
Independent Family Office, LLC 1.10% Add +9.3% 4,767 $2.4M
KRS Capital Management, LLC 1.58% Add +1.3% 4,762 $2.4M
Silverberg Bernstein Capital Management LLC 1.62% Reduce -59.1% 4,762 $2.4M
Meritas Wealth Management, LLC 1.30% No change 4,753 $2.4M
Eagle Harbor Asset Management Inc. 2.28% Reduce -4.8% 4,752 $2.4M
Latash Investments, LLC 1.82% No change 4,750 $2.4M
Shulman DeMeo Asset Management LLC 0.58% Reduce -4.1% 4,747 $2.4M
Retirement Guys Formula LLC 0.89% Reduce -0.2% 4,733 $2.4M
Xcel Wealth Management, LLC 0.68% Add +106.8% 4,731 $2.4M
Impact Investors, Inc 1.66% Add +0.2% 4,730 $2.4M
Geometric Wealth Advisors 0.35% Add +28.0% 4,727 $2.4M
Arq Wealth Advisors, LLC 0.81% No change 6,260 $2.3M
Mindset Wealth Management, LLC 0.77% Reduce -2.8% 4,721 $2.3M
apricus wealth, LLC 1.36% No change 4,714 $2.3M
Wealth Advisors of Iowa, LLC 0.88% Reduce -0.4% 4,711 $2.3M
North Forty Two & Co. 2.49% Reduce -2.1% 4,704 $2.3M
Barnes Wealth Management Group, Inc 1.38% Add +3.0% 4,692 $2.3M
Cannon Wealth Management Services, LLC 1.91% Add +3.8% 4,688 $2.3M
Postrock Partners LLC 1.11% Add +1.6% 4,683 $2.3M
Lingohr Asset Management GmbH 4.22% Reduce -89.8% 4,680 $2.3M
Lombard Odier Asset Management (USA) Corp 0.72% Add +106.2% 4,677 $2.3M
Riverview Trust Co 2.91% Reduce -54.3% 4,677 $2.3M
IronOak Wealth LLC. 2.26% — 4,671 $2.3M
Windsor Capital Management, LLC 0.68% Reduce -0.4% 4,669 $2.3M
Reston Wealth Management LLC 0.81% Add +16.1% 4,665 $2.3M
Financial Freedom, LLC 1.25% Reduce -2.1% 4,663 $2.3M
Comprehensive Wealth Management, LLC 1.87% Reduce -1.2% 4,663 $2.3M
Altura Wealth Advisors Inc. 1.29% Add +2.4% 4,656 $2.3M
Womack Financial LLC 1.93% Add +1.0% 4,653 $2.3M
Selective Wealth Management, Inc. 0.84% Reduce -0.9% 4,594 $2.3M
ORBA Wealth Advisors, L.L.C. 2.11% Reduce -66.3% 4,649 $2.3M
Quantbot Technologies LP 0.06% Reduce -87.9% 4,635 $2.3M
Pension & Wealth Management Advisors, Inc. 0.77% Reduce -10.6% 4,633 $2.3M
Hibernia Wealth Partners, LLC 0.84% Add +271.2% 4,614 $2.3M
Future You Wealth LLC 1.25% Reduce -2.0% 4,616 $2.3M
Drum Hill Capital, LLC 2.58% No change 4,613 $2.3M
Code Waechter LLC 1.63% Add +2.2% 4,613 $2.3M
Account Management LLC 2.51% No change 4,595 $2.3M
Clearview Wealth Advisors LLC 1.59% Reduce -0.1% 4,593 $2.3M
Smart Portfolios, LLC 2.30% Reduce -0.3% 4,593 $2.3M
LVZ, Inc. 0.27% Add +3.0% 4,593 $2.3M
Wetzel Investment Advisors, Inc. 1.05% Reduce -1.7% 4,589 $2.3M
Aspen Wealth Management LLC 0.56% Add +0.1% 4,572 $2.3M
Long Road Investment Counsel, LLC 0.85% Reduce -1.1% 4,567 $2.3M
Thoma Capital Management LLC 1.44% Add +0.8% 4,562 $2.3M
Hanover Advisors Inc. 0.93% Reduce -0.1% 4,561 $2.3M
New England Asset Management Inc. 0.37% Add +0.7% 4,560 $2.3M
Hansen & Associates Financial Group, Inc. 1.23% New 4,562 $2.3M
Bell Investment Advisors, Inc 0.39% Add +7.7% 4,539 $2.3M
Southern Capital Advisors, LLC 1.15% Reduce -50.1% 4,538 $2.3M
Unified Investment Management 2.42% Add +0.1% 4,537 $2.3M
Prospect Financial Group LLC 2.36% Reduce -2.1% 4,533 $2.3M
Eclectic Associates Inc. 0.49% Reduce -1.7% 4,529 $2.3M
Vertex Planning Partners, LLC 0.47% Add +1.4% 4,527 $2.3M
Prairiewood Capital, LLC 0.84% Add +4.7% 4,526 $2.3M
Cassia Capital Partners, LLC 1.35% Add +3.6% 4,525 $2.3M
Cedar Mountain Advisors, LLC 0.47% Reduce -0.9% 4,522 $2.2M
PFG Private Wealth Management, LLC 1.16% Add +1.0% 4,520 $2.2M
Pacific Capital Wealth Advisors, Inc. 0.41% Reduce -28.3% 4,516 $2.2M
Francis Financial, Inc. 0.52% Reduce -12.0% 4,514 $2.2M
Catalyst Private Wealth, LLC 1.00% Add +2.3% 4,504 $2.2M
OxenFree Capital LLC 1.38% Reduce -0.2% 4,504 $2.2M
FSA Wealth Management LLC 0.87% Reduce -4.2% 4,504 $2.2M
Aigen Investment Management, LP 0.31% Reduce -11.8% 4,495 $2.2M
Whalen Wealth Management Inc. 1.40% Add +73.7% 4,494 $2.2M
Constant Guidance Financial LLC 2.25% Reduce -13.9% 4,490 $2.2M
Continuum Wealth Advisors, LLC 1.07% Add +2.6% 4,489 $2.2M
Essential Planning, LLC. 0.83% No change 4,486 $2.2M
FNY Investment Advisers, LLC 0.97% Reduce -32.6% 4,484 $2.2M
Muirfield Wealth Advisors LLC 1.77% Add +0.7% 4,476 $2.2M
Rock Point Advisors, LLC 0.63% Add +4.7% 4,472 $2.2M
Bayshore Asset Management, LLC 1.01% Reduce -0.6% 4,463 $2.2M
Malaga Cove Capital, LLC 0.87% Reduce -31.8% 4,463 $2.2M
Strategic Financial Partners, Ltd. 1.03% Reduce -0.6% 4,458 $2.2M
Kelly Financial Services LLC 0.65% Add +0.9% 4,457 $2.2M
Hickory Asset Management, Inc. 1.83% Reduce -0.0% 4,451 $2.2M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.06% Reduce -7.2% 4,449 $2.2M
Blueprint Financial Advisors LLC 0.71% New 4,448 $2.2M
Marotta Asset Management 0.44% Reduce -9.0% 4,432 $2.2M
Archvest Wealth Advisors, Inc. 1.92% Add +2.7% 4,430 $2.2M
Armstrong, Fleming & Moore, Inc 1.19% Add +352.4% 4,420 $2.2M
Elios Financial Group Inc. 1.00% Reduce -1.3% 4,415 $2.2M
Alexis Investment Partners, LLC 0.94% Reduce -1.3% 4,416 $2.2M
Keyes, Stange & Wooten Wealth Management, LLC 1.14% Reduce -2.5% 4,409 $2.2M
Mayfair Advisory Group, LLC 1.03% Reduce -2.6% 4,198 $2.2M
Cravens & Co Advisors, LLC 1.63% Reduce -0.6% 4,402 $2.2M
Sierra Ocean, LLC 1.58% Add +1.6% 4,400 $2.2M
Client First Investment Management LLC 1.34% No change 4,400 $2.2M
Main Management ETF Advisors, LLC 0.09% Add +1.7% 4,398 $2.2M
4WEALTH Advisors, Inc. 2.27% Reduce -2.5% 4,398 $2.2M
Strategic Investment Solutions, Inc. 0.66% Add +6.8% 4,529 $2.2M
Verde Capital Management 0.54% Add +6.1% 4,387 $2.2M
Peterson Wealth Advisors, LLC 0.36% Add +0.0% 4,385 $2.2M
Inspire Advisors, LLC 0.23% Add +12.6% 4,382 $2.2M
Trademark Financial Management, LLC 1.33% Add +45.1% 4,381 $2.2M
Aspiring Ventures, LLC 1.01% Add +1.3% 4,373 $2.2M
Valued Retirements, Inc. 2.45% Reduce -1.0% 4,370 $2.2M
Element Pointe Advisors, LLC 0.52% Reduce -22.3% 4,356 $2.2M
Wbi Investments, LLC 0.56% Reduce -30.4% 4,353 $2.2M
Wick Capital Partners, LLC 0.56% Reduce -28.4% 2,308 $2.2M
Promethium Advisors,llc 1.31% Add +9.6% 4,339 $2.2M
Marshall Investment Management, LLC 10.24% Reduce -75.8% 4,334 $2.2M
Trinity Financial Advisors LLC 0.66% Add +2.9% 4,328 $2.2M
Eq Wealth Advisors, LLC 1.47% Add +0.0% 4,328 $2.2M
Columbia River Financial Group, LLC 1.39% No change 4,006 $2.1M
Ironsides Asset Advisors, LLC 0.62% Reduce -2.4% 4,310 $2.1M
Kearns & Associates LLC 1.23% No change 4,300 $2.1M
1620 Investment Advisors, Inc. 1.55% Add +1.7% 4,297 $2.1M
Campbell Deegan Wealth Management, LLC 2.10% Reduce -2.7% 4,297 $2.1M
Prospect Financial Services LLC 1.33% Reduce -53.4% 4,296 $2.1M
Capital Square, LLC 1.14% Add +0.9% 4,243 $2.1M
Riverstone Advisors, LLC 1.15% Reduce -5.1% 4,292 $2.1M
Guidance Point Advisors, LLC 0.57% Reduce -0.3% 4,287 $2.1M
Hofer & Associates. Inc 1.33% Add +3.0% 4,286 $2.1M
Wiser Advisor Group LLC 3.70% Add +4.2% 4,285 $2.1M
Partners Wealth Management, LLC 2.42% No change 5,573 $2.1M
Integrity Wealth Solutions LLC 1.04% Add +0.8% 4,280 $2.1M
Plan Group Financial, LLC 0.70% Add +0.8% 4,275 $2.1M
Sanders Morris Harris LLC 0.51% Reduce -67.4% 4,275 $2.1M
M1 Capital Management LLC 1.07% Add +1.6% 4,270 $2.1M
Illumine Investment Management, LLC 1.69% Add +0.3% 4,270 $2.1M
Lakewood Asset Management LLC 1.42% Reduce -0.1% 4,267 $2.1M
Red Tortoise LLC 1.04% No change 4,267 $2.1M
Gridiron Partners, LLC 1.32% No change 4,265 $2.1M
Foguth Wealth Management, LLC. 0.45% Add +14.0% 4,265 $2.1M
Planning Center, Inc. 0.23% Reduce -0.6% 4,265 $2.1M
Private Capital Advisors, Inc. 0.26% Add +0.1% 4,261 $2.1M
Cedar Wealth Management, LLC 0.72% Reduce -0.9% 4,259 $2.1M
BLKBRD Asset Management, LP 1.19% New 4,257 $2.1M
Brown Capital Management LLC 0.06% Reduce -58.6% 4,253 $2.1M
Willow Creek Wealth Management Inc. 0.19% Add +2.7% 4,252 $2.1M
Clear Investment Research, LLC 2.66% Add +0.8% 4,245 $2.1M
Gladius Capital Management LP 3.31% Reduce -86.9% 4,245 $2.1M
Element Wealth, LLC 0.97% Add +34.8% 4,244 $2.1M
Gardner Russo & Quinn 0.02% Reduce -8.2% 4,240 $2.1M
Curtis Advisory Group, LLC 0.53% Reduce -1.8% 4,240 $2.1M
American Financial Advisors, LLC 0.29% Reduce -0.5% 4,230 $2.1M
Castleview Partners, LLC 1.35% Reduce -16.0% 4,226 $2.1M
Wealth Watch Advisors, INC 1.21% Add +48.4% 5,985 $2.1M
Cambria Investment Management, L.P. 0.14% Add +347.6% 4,221 $2.1M
CAP Partners, LLC 1.32% Add +0.4% 4,216 $2.1M
Tacita Capital Inc 1.35% Add +11.5% 4,209 $2.1M
Yoffe Investment Management, LLC 2.86% Add +0.0% 4,200 $2.1M
Castlekeep Investment Advisors LLC 1.02% Add +5.5% 4,189 $2.1M
Voisard Asset Management Group, Inc. 0.54% Add +8.3% 4,186 $2.1M
Glass Jacobson Investment Advisors llc 0.80% Reduce -45.8% 4,176 $2.1M
Coordinated Financial Services, Inc. 1.46% — 4,176 $2.1M
Frazier Financial Advisors, LLC 1.46% Add +10.0% 4,174 $2.1M
Conrad Siegel Investment Advisors, Inc. 0.47% Reduce -1.0% 4,171 $2.1M
Lockerman Financial Group, Inc. 2.79% Add +0.4% 4,169 $2.1M
WFA of San Diego, LLC 1.53% — 4,166 $2.1M
Grove Street Fiduciary, LLC 1.00% Reduce -0.2% 4,166 $2.1M
Cowa, LLC 0.79% Reduce -7.6% 4,160 $2.1M
Sterling Financial Group, Inc. 0.69% Reduce -24.4% 4,150 $2.1M
Lakeshore Capital Group, Inc. 1.83% Add +2.3% 4,139 $2.1M
Austin Wealth Management, LLC 0.37% Reduce -21.5% 3,859 $2.1M
jvl associates llc 0.74% Add +1.7% 4,138 $2.1M
Landing Point Financial Group, LLC 1.30% Add +0.7% 4,137 $2.1M
SRN Advisors, LLC 1.87% Reduce -13.8% 4,120 $2.0M
Ironwood Investment Management LLC 1.00% Add +0.9% 4,113 $2.0M
Hartmann Taylor Wealth Management, LLC 1.70% Add +2.1% 4,110 $2.0M
Emerald Mutual Fund Advisers Trust 0.12% Reduce -4.9% 4,108 $2.0M
RMR Capital Management, LLC 1.46% No change 4,107 $2.0M
Flagship Wealth Advisors, LLC 0.77% Add +1.8% 4,101 $2.0M
Crane Advisory, LLC 0.34% Reduce -0.3% 4,049 $2.0M
Phocas Financial Corp. 0.29% No change 4,080 $2.0M
Dale Q Rice Investment Management Ltd 1.68% Reduce -45.5% 4,013 $2.0M
DiNuzzo Private Wealth, Inc. 0.24% Reduce -14.5% 4,079 $2.0M
Strategic Equity Management 0.74% Reduce -3.8% 4,068 $2.0M
Redwood Financial Network Corp 1.37% Add +4.3% 4,066 $2.0M
Georgetown University 0.77% Add +0.2% 4,060 $2.0M
Powell Investment Advisors, LLC 0.76% Add +5.8% 4,056 $2.0M
Portfolio Strategies, Inc. 0.26% Reduce -0.5% 4,055 $2.0M
Alpha Zero LLC 1.31% Reduce -2.3% 4,046 $2.0M
Intelligence Driven Advisers, LLC 0.30% Add +4.7% 4,043 $2.0M
New Vernon Investment Management LLC 2.34% No change 4,042 $2.0M
C M Bidwell & Associates Ltd. 1.04% Reduce -2.8% 4,042 $2.0M
Payne Capital Management, LLC 0.77% Add +229.5% 4,040 $2.0M
Ogorek Anthony Joseph /NY/ 0.62% Add +1.3% 4,039 $2.0M
Absolute Capital Management, LLC 1.01% Reduce -22.6% 4,025 $2.0M
PMG Wealth Management, Inc. 1.65% Reduce -2.5% 4,012 $2.0M
Rebalance, LLC 0.14% Reduce -0.1% 4,009 $2.0M
William B. Walkup & Associates, Inc. 1.17% No change 4,001 $2.0M
IVC Wealth Advisors LLC 0.97% Add +3.5% 4,001 $2.0M
First Wilshire Securities Management Inc. 0.54% No change 4,000 $2.0M
Shay Capital LLC 0.45% New 4,000 $2.0M
Brown Wealth Management, LLC 0.62% Add +32.5% 3,988 $2.0M
Towerpoint Wealth, LLC 0.88% Reduce -1.8% 3,984 $2.0M
Financial Synergies Wealth Advisors, Inc. 0.22% Add +15.6% 3,975 $2.0M
Vantage Point Financial LLC 0.87% Add +16.0% 3,974 $2.0M
Nicholas Wealth, LLC. 1.74% Reduce -1.5% 3,972 $2.0M
Santori & Peters, Inc. 0.71% Add +0.0% 3,966 $2.0M
Brio Consultants, LLC 0.29% Add +14.8% 3,944 $2.0M
Blossom Wealth Management 3.47% Add +0.6% 3,935 $2.0M
Battery Global Advisors, LLC 0.96% Add +0.1% 3,935 $2.0M
Westfuller Advisors, LLC 1.11% Add +13.1% 3,931 $2.0M
Defined Wealth Management, LLC 1.21% Add +3.6% 3,931 $2.0M
Cadent Capital Advisors, LLC 0.64% Add +2.0% 3,930 $2.0M
Centricity Wealth Management, LLC 1.56% Reduce -0.8% 3,927 $2.0M
Wealth Management Nebraska 0.26% Add +0.6% 3,939 $2.0M
Armbruster Capital Management, Inc. 0.35% Reduce -1.3% 3,924 $2.0M
Rodgers & Associates, LTD 0.21% Reduce -4.9% 3,924 $2.0M
Bernardo Wealth Planning LLC 0.42% Add +10.3% 3,919 $1.9M
SMART Wealth LLC 0.61% Add +23.6% 3,915 $1.9M
Creative Capital Management Investments LLC 0.70% Add +0.1% 3,913 $1.9M
Parkwoods Wealth Partners, LLC 1.12% Add +11.5% 3,909 $1.9M
Austin Asset Management Co Inc 0.39% Reduce -6.8% 3,905 $1.9M
Profit Investment Management, LLC 1.75% Reduce -2.8% 3,898 $1.9M
Private Wealth Management Group, LLC 0.64% Add +1.1% 3,887 $1.9M
Paladin Advisory Group, LLC 1.47% Add +0.2% 3,879 $1.9M
TB Capital Gestao de Recursos Ltda. 1.67% — 3,878 $1.9M
Von Berge Wealth Management Group, LLC 1.08% Add +0.0% 3,814 $1.9M
Winebrenner Capital Management LLC 1.55% Add +0.0% 3,871 $1.9M
Arcus Capital Partners, LLC 0.83% Add +0.8% 3,859 $1.9M
Clarion Wealth Managment Partners, LLC 2.10% — 3,858 $1.9M
SPG Advisors LLC 22.96% — 3,852 $1.9M
Sage Advisors, LLC 1.37% Reduce -14.5% 3,850 $1.9M
Keystone Financial Services 0.65% Add +12.5% 3,849 $1.9M
Norris Financial Group, LLC 0.78% Reduce -32.5% 3,843 $1.9M
Clarity Wealth Development LLC 1.90% Add +26.4% 3,834 $1.9M
Visionary Horizons, LLC 1.21% Add +3.7% 3,832 $1.9M
Vista Investment Management 0.71% Reduce -7.0% 3,831 $1.9M
JBR Co Financial Management Inc 0.94% Reduce -1.7% 3,829 $1.9M
Greenhouse Wealth Management, LLC 1.23% Add +0.1% 3,824 $1.9M
Robinson Smith Wealth Advisors LLC 1.52% Add +1.6% 3,812 $1.9M
Yoder Wealth Management, Inc. 0.99% Add +13.6% 3,806 $1.9M
BIP Alliance, LLC 0.73% Add +0.8% 3,806 $1.9M
Financial Network Wealth Advisors LLC 2.29% Add +0.5% 3,791 $1.9M
FSC Wealth Advisors, LLC 1.19% Reduce -0.2% 3,786 $1.9M
Mountain Capital Investment Advisors Inc. 0.36% Add +1.5% 3,824 $1.9M
Capital Squared Financial LLC 2.19% — 3,779 $1.9M
Spectrum Wealth Advisory Group, LLC 0.87% Reduce -0.1% 3,778 $1.9M
Guardian Financial Partners, LLC 0.84% Add +3.1% 3,770 $1.9M
Tru Independence Asset Management 2, LLC 1.28% Reduce -9.3% 3,767 $1.9M
Integrated Capital Management, LLC 0.90% Add +0.3% 3,668 $1.9M
Compass Wealth Management, LLC 1.00% — 3,761 $1.9M
Kapitalo Investimentos Ltda 0.41% Reduce -90.0% 3,758 $1.9M
Integrity Investment Advisors, LLC 1.43% Add +14.1% 3,749 $1.9M
Basepoint Wealth LLC 1.44% Add +4.1% 3,748 $1.9M
Fiduciary Wealth Partners, LLC 1.75% Reduce -41.7% 3,739 $1.9M
Astra Wealth Partners LLC 1.50% Add +14.7% 3,737 $1.9M
Pitti Group Wealth Management, LLC 1.60% Reduce -3.9% 3,726 $1.9M
Narus Financial Partners, LLC 0.58% Add +4.9% 3,724 $1.9M
HighMark Wealth Management LLC 0.90% Add +18.6% 3,721 $1.9M
Good Steward Wealth Advisors,LLC 1.45% Reduce -18.4% 3,720 $1.9M
Stevens Capital Partners 0.66% Add +48.3% 3,516 $1.8M
Yeomans Consulting Group, Inc. 0.76% Add +4.1% 3,741 $1.8M
Sard Wealth Management Group, LLC 1.13% Reduce -2.9% 3,701 $1.8M
Avant Financial Advisors LLC 1.52% Add +0.1% 3,699 $1.8M
Systematic Financial Management LP 0.05% No change 3,685 $1.8M
Foundation Wealth Management, LLC 1.28% Add +2.4% 3,684 $1.8M
Pingora Partners LLC 1.36% Reduce -0.4% 3,670 $1.8M
Norman Fields, Gottscho Capital Management, LLC 0.60% Reduce -9.6% 3,669 $1.8M
Diversified Portfolios, Inc. 0.17% Add +10.7% 3,668 $1.8M
Saxony Capital Management, LLC 1.40% Reduce -1.7% 3,667 $1.8M
Zeit Capital LLC 1.30% Reduce -2.2% 3,665 $1.8M
OneAscent Wealth Management LLC 0.67% Add +21.9% 3,656 $1.8M
Baer Investment Advisory LLC 2.97% Reduce -2.2% 3,935 $1.8M
Discipline Wealth Solutions, LLC 0.69% Add +34.9% 3,644 $1.8M
Fortitude Financial, LLC 1.61% New 35,254 $1.8M
Anthracite Investment Company, Inc. 0.94% No change 3,636 $1.8M
Edge Financial Advisors LLC 0.95% Add +9.2% 3,645 $1.8M
O'Neil Global Advisors, Inc. 0.41% New 3,624 $1.8M
Cambridge Financial Group, LLC 0.68% Reduce -15.1% 3,620 $1.8M
Panoramic Investment Advisors, LLC 1.10% Reduce -11.8% 3,616 $1.8M
FSA Advisors, Inc. 1.46% Reduce -58.4% 3,616 $1.8M
Deseret Mutual Benefit Administrators 0.84% No change 3,615 $1.8M
Coign Capital Advisors LLC 1.22% Add +2.9% 3,614 $1.8M
Single Point Partners, LLC 0.39% Reduce -7.7% 3,611 $1.8M
Ewing Morris & Co. Investment Partners Ltd. 0.81% Reduce -5.9% 3,606 $1.8M
Nova R Wealth, Inc. 0.83% Reduce -2.5% 3,597 $1.8M
McNaughton Wealth Management, LLC 0.80% Reduce -2.1% 3,596 $1.8M
Sterling Financial Planning, Inc. 0.60% Reduce -2.5% 3,596 $1.8M
Kooman & Associates 0.60% Add +0.7% 3,594 $1.8M
Barnes Dennig Private Wealth Management LLC 2.14% Add +17.1% 3,590 $1.8M
Peak Financial Management, Inc. 0.51% Add +19.8% 3,583 $1.8M
Tucker Asset Management LLC 0.57% Reduce -1.2% 3,575 $1.8M
RHS Financial, LLC 1.01% Reduce -12.3% 3,574 $1.8M
Earnest Partners LLC 0.01% No change 3,569 $1.8M
ACT Advisors, LLC. 0.82% Add +1.1% 3,568 $1.8M
Wiser Wealth Management, Inc 0.44% Add +11.6% 3,560 $1.8M
Tang Capital Management LLC 0.09% Reduce -26.5% 3,546 $1.8M
West Financial Advisors, LLC 0.31% Add +0.1% 3,541 $1.8M
Sharp Wealth Advisory, LLC 1.13% Reduce -9.9% 3,538 $1.8M
Ferguson Shapiro LLC 0.59% Reduce -8.0% 3,536 $1.8M
Presilium Private Wealth, LLC 0.36% Add +3.2% 3,534 $1.8M
Bay Capital Advisors, LLC 1.34% Reduce -1.9% 3,533 $1.8M
Maseco LLP 0.07% — 3,520 $1.8M
Bantamac Capital, LLC 0.63% Reduce -4.0% 3,515 $1.7M
Brogan Financial, Inc. 0.78% Reduce -5.2% 3,511 $1.7M
Corient IA LP 1.03% Add +29.6% 3,500 $1.7M
Croban 1.49% Reduce -1.2% 3,499 $1.7M
Better Money Decisions, LLC 1.06% Add +0.6% 3,498 $1.7M
Silver Coast Investments LLC 0.63% Reduce -9.1% 3,497 $1.7M
Lionsbridge Wealth Management LLC 1.72% Reduce -2.2% 3,482 $1.7M
Seneca Financial Advisors LLC 0.67% Reduce -0.0% 3,482 $1.7M
Richwood Investment Advisors, LLC 1.42% Reduce -0.4% 3,473 $1.7M
Opus Capital Group, LLC 0.21% Add +5.0% 3,471 $1.7M
Howard Wealth Management, LLC 0.87% Reduce -1.3% 3,470 $1.7M
Endeavor Private Wealth, Inc. 0.82% Reduce -1.6% 3,469 $1.7M
BXM Wealth LLC 2.05% Reduce -9.2% 3,469 $1.7M
Awm Capital, LLC 0.18% Reduce -1.2% 3,459 $1.7M
Acas, LLC 1.15% Add +0.3% 3,300 $1.7M
Forthright Family Wealth Advisory LLC 1.09% Add +4.1% 3,448 $1.7M
Ackerman Capital Advisors, LLC 0.40% Add +0.2% 3,444 $1.7M
Gouws Capital LLC 1.04% Reduce -15.1% 3,438 $1.7M
Rather & Kittrell, Inc. 0.34% Add +2.3% 3,432 $1.7M
Elite Life Management LLC 4.38% Add +9.6% 3,423 $1.7M
Client 1ST Advisory Group, LLC 0.62% Reduce -1.5% 3,421 $1.7M
IMPACTfolio, LLC 0.81% Reduce -0.3% 3,421 $1.7M
FMB Wealth Management 0.81% Add +3.2% 3,419 $1.7M
Insight 2811, Inc. 0.80% Add +0.3% 3,414 $1.7M
Seascape Capital Management 0.54% Reduce -5.4% 3,412 $1.7M
Pachira Investments Inc. 1.28% Reduce -11.4% 3,409 $1.7M
Councilor Wealth, LLC 0.79% Add +0.1% 3,408 $1.7M
Nova Wealth Management, Inc. 1.24% Add +9.0% 3,404 $1.7M
Tanglewood Legacy Advisors, LLC 0.69% No change 3,403 $1.7M
Edgewood Management LLC 0.01% Reduce -76.9% 3,394 $1.7M
Kelman-Lazarov, Inc. 0.27% Add +2.6% 3,393 $1.7M
Verus Financial Partners, Inc. 0.17% Add +3.2% 3,349 $1.7M
Covestor Ltd 0.99% Reduce -22.1% 3,387 $1.7M
Continental Investors Services, Inc. 3.03% Add +3.5% 3,386 $1.7M
North Capital, Inc. 1.45% Reduce -1.8% 3,385 $1.7M
FORM Wealth Advisors, LLC 0.20% Add +4.1% 3,379 $1.7M
Vermillion & White Wealth Management Group, LLC 1.09% Add +1.1% 3,379 $1.7M
Bravias Capital Group, LLC 1.23% Add +39.9% 3,379 $1.7M
Marshall & Sterling Wealth Advisors Inc. 1.13% Reduce -3.9% 3,385 $1.7M
Wealthgarden F.S. LLC 1.39% Add +1.8% 3,135 $1.7M
Diker Management LLC 1.57% No change 3,362 $1.7M
Sageworth Trust Co 0.09% Add +1.6% 3,362 $1.7M
Smith & Howard Wealth Management, LLC 0.42% Reduce -5.2% 3,355 $1.7M
OneAscent Investment Solutions LLC 1.78% Reduce -16.6% 3,353 $1.7M
Aufman Associates Inc 1.03% Add +7.0% 3,353 $1.7M
Cornercap Investment Counsel Inc. 0.87% Reduce -2.4% 3,343 $1.7M
Reyes Financial Architecture, Inc. 1.43% Add +20.9% 3,341 $1.7M
Maven Securities LTD 0.43% Reduce -17.6% 3,338 $1.7M
Ofc Financial Planning, LLC 1.76% Add +1.1% 3,334 $1.7M
McClarren Financial Advisors, Inc. 1.08% Reduce -33.4% 3,333 $1.7M
Range Financial Group LLC 0.65% Reduce -0.6% 3,331 $1.7M
Sightline Wealth Advisors, LLC 0.80% Add +5.4% 3,331 $1.7M
Vanguard Capital Wealth Advisors 1.65% Add +11.4% 3,327 $1.7M
Horizon Bancorp Inc. 0.83% Add +17.1% 3,315 $1.6M
Fortress Financial Group, LLC 1.40% Add +8.5% 3,312 $1.6M
OMNI 360 Wealth, Inc. 1.02% Add +0.0% 3,306 $1.6M
Causey Wealth LLC 0.84% Add +1.7% 3,304 $1.6M
Sage Investment Counsel LLC 1.90% Reduce -1.2% 3,300 $1.6M
Avid Wealth Partners LLC 0.94% Add +64.7% 3,292 $1.6M
Plum Street Advisors, LLC 0.72% Add +3.2% 3,290 $1.6M
Kuhn & Co Investment Counsel 1.23% Reduce -0.2% 3,280 $1.6M
Paloma Partners Management Co 0.70% Reduce -56.4% 3,274 $1.6M
Parker Financial LLC 0.70% Reduce -0.8% 3,269 $1.6M
Wakefield Asset Management LLLP 0.45% Reduce -0.4% 3,264 $1.6M
Wallace Capital Management Inc. 0.22% No change 3,262 $1.6M
Motiv8 Investments LLC 0.99% Add +11.2% 3,258 $1.6M
Gray Private Wealth, LLC 0.87% Reduce -26.2% 3,255 $1.6M
Wallace Hart LLC 1.29% New 3,247 $1.6M
ArchPoint Investors 0.47% Add +2.5% 3,244 $1.6M
Sheets Smith Investment Management 1.42% New 3,243 $1.6M
One Plus One Wealth Management, LLC 0.88% Reduce -2.1% 3,243 $1.6M
Brand Asset Management Group, Inc. 0.60% Reduce -29.0% 3,242 $1.6M
Bear Mountain Capital, Inc. 0.58% Reduce -1.2% 3,161 $1.6M
Slocum, Gordon & Co LLP 1.30% No change 3,241 $1.6M
LGT Financial Advisors LLC 4.09% Add +7.1% 3,240 $1.6M
Integrity Wealth Advisors, Inc. 1.13% Add +48.6% 3,233 $1.6M
Granite FO LLC 0.91% Reduce -16.0% 3,232 $1.6M
Demars Financial Group, LLC 0.62% Add +0.7% 3,227 $1.6M
OmniStar Financial Group, Inc. 1.20% Add +24.1% 3,225 $1.6M
Seven Springs Wealth Group, LLC 0.40% Reduce -3.7% 3,224 $1.6M
Post Resch Tallon Group Inc. 1.55% Add +0.0% 3,223 $1.6M
Future Fund LLC 0.71% Add +10.2% 3,220 $1.6M
Moneywise, Inc. 0.75% Add +8.1% 3,219 $1.6M
Koa Wealth Management, LLC 1.27% Reduce -0.5% 3,215 $1.6M
Legacies Wealth LLC 1.06% No change 3,215 $1.6M
One Degree Advisors Inc 0.57% Add +26.3% 3,215 $1.6M
Brown Financial Advisory 0.88% Add +48.8% 3,213 $1.6M
AJ Advisors, LLC 0.71% Reduce -0.7% 3,212 $1.6M
Harvest Investment Services, LLC 0.36% Reduce -1.7% 3,203 $1.6M
James Reed Financial Services, Inc. 1.44% Add +1.3% 3,201 $1.6M
Castellan Group 0.29% Reduce -91.7% 3,200 $1.6M
Henrickson Nauta Wealth Advisors, Inc. 0.55% Add +7.3% 3,199 $1.6M
Hirtle & Co., LLC 0.07% Reduce -29.2% 3,192 $1.6M
Miller Financial Services LLC 2.02% Reduce -0.7% 3,189 $1.6M
Sprinkle Financial Consultants LLC 0.97% Reduce -2.9% 3,185 $1.6M
Ipsen Advisor Group LLC 1.21% Add +4.0% 3,183 $1.6M
Asset Planning Corporation 0.84% Add +0.0% 3,180 $1.6M
Lutz Financial Services LLC 0.12% Add +4.6% 3,165 $1.6M
Quantum Financial Planning Services, Inc. 0.74% Reduce -18.8% 3,165 $1.6M
Arbor Wealth Advisors LLC 1.28% No change 3,163 $1.6M
CPA Asset Management Group, LLC 0.66% Reduce -0.5% 3,151 $1.6M
BLVD Private Wealth, LLC 1.48% — 3,150 $1.6M
Echo Wealth Management, LLC 0.96% Reduce -8.4% 3,146 $1.6M
Fortune 45 LLC 0.90% Add +1.6% 3,136 $1.6M
Welch Capital Partners LLC 0.35% No change 3,137 $1.6M
REDW Wealth LLC 0.62% Reduce -2.4% 3,136 $1.6M
Morris Financial Concepts, Inc. 0.62% Reduce -1.7% 3,135 $1.6M
WESPAC Advisors, LLC 1.09% Reduce -2.0% 3,130 $1.6M
Gibson Capital, LLC 0.31% Reduce -19.2% 3,121 $1.6M
SWS Partners 0.42% Reduce -10.6% 3,119 $1.6M
Magnolia Wealth Management, LLC 1.01% No change 3,119 $1.6M
Instrumental Wealth, LLC 1.23% Add +1.4% 3,062 $1.5M
MBE Wealth Management, LLC 0.67% Add +0.9% 3,108 $1.5M
Holland Advisory Services, Inc. 2.26% Add +20.2% 3,108 $1.5M
Hiley Hunt Wealth Management 0.78% Reduce -1.8% 3,103 $1.5M
Alpha Advisors, LLC 1.32% Add +0.2% 3,101 $1.5M
Jones Road Capital Management, L.P. 3.02% Reduce -22.5% 3,100 $1.5M
Trinity Wealth Management, LLC 0.61% Reduce -0.9% 3,100 $1.5M
USAdvisors Wealth Management, LLC 0.57% Reduce -50.7% 3,096 $1.5M
Alterna Wealth Management, Inc. 1.23% Reduce -29.9% 3,086 $1.5M
Flywheel Private Wealth LLC 1.22% Reduce -6.4% 3,065 $1.5M
Omnitrust Wealth Management, Inc 1.79% — 4,082 $1.5M
Bramshill Investments, LLC 0.16% Add +1.9% 3,057 $1.5M
Wealth Advisors Northwest LLC 0.80% Add +15.0% 3,057 $1.5M
Clark & Stuart, Inc 1.14% Add +11.2% 3,052 $1.5M
Schwartz Investment Counsel Inc. 0.05% No change 3,045 $1.5M
Hobbs Wealth Management, LLC 1.44% Add +44.0% 3,031 $1.5M
One Wealth Map LLC 0.83% Add +15.2% 2,953 $1.5M
Columbia Advisory Partners LLC 1.14% Add +0.7% 3,028 $1.5M
Keeler Thomas Management LLC 0.65% Reduce -7.9% 3,025 $1.5M
Spring Capital Management, LLC 0.79% No change 3,024 $1.5M
Blake Schutter Theil Wealth Advisors, LLC 1.71% Reduce -0.0% 3,023 $1.5M
Hardin Capital Partners, LLC 0.88% Reduce -23.4% 3,055 $1.5M
KilterHowling LLC 0.90% Add +0.1% 3,022 $1.5M
Pin Oak Investment Advisors Inc. 1.27% Reduce -59.6% 4,004 $1.5M
Intergy Private Wealth, LLC 0.51% Add +32.8% 3,019 $1.5M
Tower Wealth Partners, Inc. 0.89% Add +0.2% 3,018 $1.5M
Martin Worley Group 0.73% Add +10.7% 3,008 $1.5M
Kraematon Investment Advisors, Inc. 1.41% Reduce -0.9% 3,008 $1.5M
Dakota Community Bank & Trust NA 6.70% Add +8.4% 3,005 $1.5M
Gruss & Co., LLC 6.97% Reduce -53.9% 3,000 $1.5M
De Lisle Partners LLP 0.21% No change 3,000 $1.5M
Lowe Wealth Advisors, LLC 0.58% Reduce -0.8% 2,998 $1.5M
Tranquilli Financial Advisor LLC 0.92% Add +0.4% 2,995 $1.5M
Keb Asset Management, LLC 0.37% Reduce -1.0% 2,994 $1.5M
Copley Financial Group, Inc. 1.10% Reduce -6.5% 2,994 $1.5M
Stegent Equity Advisors, Inc. 1.32% Add +9.1% 2,993 $1.5M
Financial Enhancement Group LLC 0.21% Add +3.4% 2,949 $1.5M
Chiron Capital Management, LLC 1.29% Reduce -6.9% 2,983 $1.5M
Christensen, King & Associates Investment Services, Inc. 0.68% Add +1.8% 2,981 $1.5M
Alaska Wealth Advisors, LLC 0.21% Add +10.1% 2,980 $1.5M
Vision Financial Markets LLC 1.40% Reduce -0.1% 2,978 $1.5M
Ridgepath Capital Management LLC 0.68% Add +0.1% 2,976 $1.5M
Lionshead Wealth Management, LLC 1.36% Add +5.3% 2,963 $1.5M
GGM Financial LLC 0.86% Add +0.1% 2,963 $1.5M
Cushing Capital Partners, LLC 1.24% Reduce -6.3% 2,962 $1.5M
Gimbal Financial 0.90% Add +1.3% 2,960 $1.5M
Financial Guidance Group, Inc. 0.72% Reduce -9.6% 2,960 $1.5M
Tandem Wealth Advisors LLC 0.73% Add +10.0% 2,958 $1.5M
Burr Financial Services, LLC 1.24% Reduce -25.1% 2,957 $1.5M
Ameraudi Asset Management, Inc. 0.77% Add +12.6% 2,949 $1.5M
Cairn Investment Group, Inc. 0.77% Reduce -2.7% 2,948 $1.5M
Second Half Financial Partners, LLC 0.69% Reduce -7.5% 2,946 $1.5M
Financial Harvest, LLC 1.09% New 2,943 $1.5M
BostonPremier Wealth LLC 0.81% Add +22.4% 2,942 $1.5M
LifePlan Investment Advisors, Inc. 0.73% Reduce -5.0% 2,936 $1.5M
21 West Wealth Management LLC 1.47% — 2,934 $1.5M
Keener Financial Planning LLC 0.73% No change 2,934 $1.5M
Chris Bulman Inc 0.83% Add +8.7% 2,928 $1.5M
Flower City Capital 0.86% Reduce -2.2% 2,926 $1.5M
25 LLC 0.53% Add +6.8% 2,925 $1.5M
Mizuho Securities Co. Ltd. 5.25% Add +758.8% 2,920 $1.5M
Verus Wealth Management, LLC 1.46% Reduce -0.9% 2,913 $1.4M
Alpha Financial Partners LLC 1.04% Add +22.7% 2,909 $1.4M
Saudi Central Bank 0.06% Add +4.5% 2,905 $1.4M
BHK Investment Advisors, LLC 0.56% Reduce -2.5% 2,889 $1.4M
Equita Financial Network, Inc. 0.57% Reduce -8.9% 2,887 $1.4M
Blankinship & Foster, LLC 0.34% Add +4.7% 2,880 $1.4M
NBZ Investment Advisors LLC 0.82% Reduce -2.6% 2,878 $1.4M
Seaside Wealth Management, Inc. 0.45% Add +121.3% 2,868 $1.4M
Arkos Global Advisors 0.20% Add +10.9% 2,859 $1.4M
Planning Directions Inc. 0.80% Reduce -21.7% 2,857 $1.4M
Marathon Mission, Inc. 0.90% Add +2.8% 2,857 $1.4M
Morling Financial Advisors, LLC 0.47% Reduce -41.3% 2,855 $1.4M
ODonnell Financial Services, LLC 0.54% Reduce -3.0% 2,851 $1.4M
Brightwater Advisory LLC 1.02% Add +8.0% 2,848 $1.4M
Camelot Portfolios, LLC 0.85% Reduce -15.0% 2,848 $1.4M
Warner Financial, Inc. 0.58% No change 2,842 $1.4M
Colorado Capital Management, Inc. 0.61% Add +8.4% 2,839 $1.4M
Optima Capital LLC 0.76% Add +9.3% 2,835 $1.4M
Penobscot Wealth Management 0.50% Reduce -1.1% 2,832 $1.4M
Arlington Capital Management, Inc. 1.22% Reduce -3.3% 2,825 $1.4M
Harvest Investment Advisors, LLC 0.90% New 2,821 $1.4M
Tenon Financial LLC 0.62% No change 3,736 $1.4M
Dean Investment Associates, LLC 0.21% Reduce -0.6% 2,819 $1.4M
Weil Company, Inc. 0.37% Add +23.4% 2,812 $1.4M
Lifelong Wealth Advisors, Inc. 0.46% Add +9.9% 2,808 $1.4M
Global Wealth Strategies & Associates 0.40% Reduce -12.6% 2,806 $1.4M
FFT Wealth Management LLC 0.27% Add +6.1% 2,679 $1.4M
G2 Capital Management, LLC / Oh 0.39% Reduce -0.1% 2,805 $1.4M
Everstar Asset Management, LLC 0.85% Add +1.7% 2,801 $1.4M
Swmg, LLC 0.47% Reduce -6.2% 2,715 $1.4M
Define Financial, LLC 0.92% Add +0.6% 2,797 $1.4M
Tumwater Wealth Management, LLC 0.64% Reduce -1.3% 2,789 $1.4M
Tidemark, LLC 0.45% Add +3.9% 2,785 $1.4M
Pollock Investment Advisors, LLC 1.13% Reduce -6.6% 2,784 $1.4M
Kondo Wealth Advisors, Inc. 0.61% Reduce -3.6% 2,809 $1.4M
Signature Resources Capital Management, LLC 0.84% Add +3.7% 2,779 $1.4M
Waterford Advisors, LLC 0.51% Reduce -54.4% 1,268 $1.4M
Main Line Retirement Advisors, LLC 0.79% Add +1.7% 2,773 $1.4M
NavPoint Financial, Inc. 0.83% No change 2,772 $1.4M
Joseph P. Lucia & Associates, LLC 0.56% Add +19.7% 2,771 $1.4M
Seros Financial, LLC 0.87% Reduce -0.2% 2,760 $1.4M
SwitchPoint Financial Planning, LLC 1.12% Add +18.8% 2,759 $1.4M
Independence Financial Advisors, LLC 0.53% Reduce -1.9% 2,755 $1.4M
Objectivity Squared, LLC 0.94% Add +0.5% 2,753 $1.4M
Andina Capital Management, LLC 0.96% Add +4.8% 2,746 $1.4M
Red Mountain Financial, LLC 1.51% Add +0.0% 2,742 $1.4M
Act Wealth Management, LLC 0.58% Reduce -4.5% 2,737 $1.4M
Severin Investments, LLC 1.28% Reduce -4.9% 2,737 $1.4M
Defender Capital, LLC. 0.46% Add +1.9% 2,736 $1.4M
Bonfire Financial 1.12% Add +103.2% 2,735 $1.4M
Winslow Asset Management Inc. 0.27% Reduce -6.0% 2,728 $1.4M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.21% No change 2,720 $1.4M
R. W. Roge & Company, Inc. 0.77% Reduce -5.6% 2,717 $1.4M
Epiq Partners, LLC 0.72% No change 2,716 $1.4M
Leslie Global Wealth, LLC 0.72% Add +16.5% 2,712 $1.3M
Conestoga Capital Advisors, LLC 0.02% Reduce -0.2% 2,707 $1.3M
Corus Family Wealth Advisors 0.95% Add +33.0% 2,706 $1.3M
Algebris (uk) Ltd. 0.22% Add +175.5% 2,708 $1.3M
WPWealth LLP 0.24% Add +2.3% 2,701 $1.3M
Sensible Money, LLC 0.51% No change 2,701 $1.3M
Turning Point Benefit Group, Inc. 1.01% Reduce -4.0% 2,693 $1.3M
Cyr Financial Inc. 1.03% Add +38.9% 2,689 $1.3M
Jmac Enterprises LLC 0.29% Reduce -0.1% 2,687 $1.3M
Oberweis Asset Management Inc./ 0.06% No change 2,685 $1.3M
MAS Advisors LLC 2.18% No change 2,682 $1.3M
Level Financial Advisors 0.41% Add +0.8% 2,680 $1.3M
Melfa Wealth Management, Inc. 0.84% No change 2,677 $1.3M
Legacy PCG, LLC 0.85% Add +0.2% 2,673 $1.3M
FFG Partners, LLC 0.44% New 2,672 $1.3M
Reliant Investment Management, LLC 0.57% Reduce -80.4% 2,667 $1.3M
Stephens Consulting, LLC 0.32% Reduce -2.8% 2,664 $1.3M
Halter Ferguson Financial Inc. 0.49% Add +7.5% 2,661 $1.3M
Ballew Advisors, Inc 0.78% Add +4.3% 2,646 $1.3M
American Capital Advisory, LLC 0.66% Add +1.0% 2,647 $1.3M
Conservest Capital Advisors, Inc. 0.13% Add +9.9% 2,642 $1.3M
Portland Investment Counsel Inc. 0.39% Add +23.4% 2,637 $1.3M
Northwest Quadrant Wealth Management, LLC 0.29% Add +0.1% 2,628 $1.3M
Retirement Wealth Solutions LLC 0.95% Reduce -1.2% 2,627 $1.3M
Able Wealth Management LLC 0.66% Add +11.7% 2,625 $1.3M
Terril Brothers, Inc. 0.49% Add +60.6% 2,622 $1.3M
Nicholson Meyer Capital Management, Inc. 1.10% Reduce -4.5% 2,615 $1.3M
Presidio Capital Management, LLC 0.50% Reduce -4.0% 2,614 $1.3M
ARK Investment Management 0.01% Reduce -91.3% 2,611 $1.3M
Nalls Sherbakoff Group, LLC 0.94% Add +13.9% 2,608 $1.3M
Glaxis Capital Management, LLC 1.73% No change 2,600 $1.3M
Blackstone Inc. 0.01% New 2,600 $1.3M
Wooster Corthell Wealth Management, Inc. 0.24% Reduce -0.1% 2,597 $1.3M
Quaker Wealth Management, LLC 0.43% — 2,593 $1.3M
North Berkeley Wealth Management, LLC 1.18% Reduce -12.8% 2,589 $1.3M
denkapparat Operations GmbH 1.03% Add +70.0% 2,584 $1.3M
Vestia Personal Wealth Advisors 0.88% Add +7.5% 2,577 $1.3M
Oldfather Financial Services, LLC 0.44% Reduce -0.2% 2,576 $1.3M
DORVAL Corp 0.46% No change 2,573 $1.3M
Partners in Financial Planning 0.24% No change 2,569 $1.3M
Tilson Financial Group, Inc. 0.48% Add +8.2% 2,567 $1.3M
Williams & Novak, LLC 1.08% Reduce -15.9% 2,562 $1.3M
Gentry Private Wealth, LLC 0.97% Reduce -0.7% 2,559 $1.3M
Rexford Capital Inc. 1.05% — 2,556 $1.3M
Noble Family Wealth, LLC 0.31% No change 2,556 $1.3M
Philip James Wealth Mangement, LLC 0.17% Add +3.6% 2,553 $1.3M
Serenus Wealth Advisors, LLC 0.22% Add +4.4% 2,547 $1.3M
Innovative Wealth Building LLC 1.05% Add +3.8% 2,547 $1.3M
Richmond Brothers, Inc. 0.83% Reduce -17.7% 2,540 $1.3M
Carmel Capital Management L.L.C. 0.43% No change 2,539 $1.3M
Dopkins Wealth Management, LLC 0.57% No change 2,538 $1.3M
Resolute Advisors LLC 0.31% Add +21.1% 2,530 $1.3M
V. M. Manning & Co., Inc. 1.39% — 2,477 $1.3M
Inkwell Capital LLC 1.35% No change 2,528 $1.3M
TSA Wealth Managment LLC 0.46% Add +17.6% 2,528 $1.3M
Wealth Management Strategies, Inc. 0.67% Add +0.1% 2,519 $1.3M
Core Wealth Advisors, Inc. 0.36% Add +19.4% 2,517 $1.3M
Stuart Chaussee & Associates, Inc. 0.28% No change 2,506 $1.2M
Blue Oak Capital, LLC 0.65% Reduce -0.8% 2,505 $1.2M
Freedom Financial Partners LLC 0.52% Reduce -0.4% 2,503 $1.2M
Gallacher Capital Management LLC 0.58% Reduce -16.2% 2,502 $1.2M
O'Connor Financial Group LLC 0.55% Add +9.3% 2,490 $1.2M
Morton Brown Family Wealth, LLC 0.38% No change 2,496 $1.2M
Michels Family Financial, LLC 1.06% Reduce -2.0% 2,494 $1.2M
BIT Capital GmbH 0.08% Reduce -6.3% 2,493 $1.2M
Keeler & Nadler Financial Planning & Wealth Management 0.49% Add +9.7% 2,485 $1.2M
TPG Financial Advisors, LLC 0.49% Add +1.3% 2,482 $1.2M
Family Legacy Financial Solutions, LLC 1.05% — 2,481 $1.2M
Brooklyn FI, LLC 0.32% Add +115.0% 2,481 $1.2M
Mullaney, Keating & Wright, Inc. 0.81% Reduce -0.8% 2,478 $1.2M
WorthPointe, LLC 0.52% Reduce -21.3% 2,477 $1.2M
Lloyd Advisory Services, LLC. 0.59% Add +6.1% 2,470 $1.2M
Kickstand Ventures, Llc. 0.29% Reduce -0.2% 2,470 $1.2M
V2 Financial group LLC 0.74% Add +1.0% 2,468 $1.2M
VestGen Investment Management 0.88% Reduce -45.8% 2,466 $1.2M
Stephens Investment Management Group LLC 0.02% Reduce -2.3% 2,465 $1.2M
Insight Wealth Partners, LLC 0.68% Add +9.5% 2,464 $1.2M
Provident Wealth Management, LLC 0.40% Reduce -9.3% 2,463 $1.2M
TAGStone Capital, Inc. 0.51% Add +9.4% 2,345 $1.2M
Stewardship Advisors, LLC 0.31% Reduce -9.7% 2,454 $1.2M
Raffa Wealth Management, LLC 0.24% Add +18.5% 2,452 $1.2M
Avaii Wealth Management, LLC 0.54% Add +1.9% 2,451 $1.2M
Covey Capital Advisors, LLC 1.31% No change 2,450 $1.2M
Caerus Investment Advisors, LLC 1.16% No change 2,449 $1.2M
ShoreHaven Wealth Partners, LLC 0.50% Reduce -1.0% 2,447 $1.2M
Timonier Family Office, LTD. 0.45% No change 2,434 $1.2M
Hill Investment Group Partners, LLC 0.16% Add +4.8% 2,432 $1.2M
Jentner Corp 0.32% Add +12.5% 2,430 $1.2M
Advantage Trust Co 0.59% Add +40.5% 2,428 $1.2M
Axim Planning & Wealth 1.10% Add +2.7% 2,424 $1.2M
Fortis Advisors, LLC 0.77% Reduce -5.9% 2,424 $1.2M
AAF Wealth Management, LLC 0.55% Add +27.2% 2,416 $1.2M
Retirement Planning Group, LLC / NY 1.06% Add +61.1% 2,415 $1.2M
Cypress Capital Management LLC (WY) 1.30% Reduce -2.6% 2,412 $1.2M
HMV Wealth Advisors, LLC 0.79% Reduce -39.2% 2,412 $1.2M
Emergent Wealth Advisors, LLC 0.77% Add +0.9% 2,411 $1.2M
Meredith Wealth Planning 0.44% Add +0.4% 2,409 $1.2M
CMC Financial Group 2.74% Reduce -0.7% 2,409 $1.2M
Orin Green Financial, LLC 0.51% Add +12.4% 2,401 $1.2M
REAP Financial Group, LLC 0.28% Add +25.0% 2,396 $1.2M
QVR LLC 1.20% — 2,394 $1.2M
Sound Stewardship, LLC 0.61% No change 2,393 $1.2M
Wealth Forward, LLC 0.80% Add +10.7% 2,393 $1.2M
America First Investment Advisors, LLC 0.24% Reduce -3.9% 2,386 $1.2M
Capstone Wealth Management, LLC 1.04% Reduce -0.7% 2,384 $1.2M
Wrenne Financial Planning LLC 0.55% Add +1.0% 2,366 $1.2M
Dahring | Cusmano LLC 0.92% Add +0.3% 2,361 $1.2M
True Link Financial Advisors, LLC 0.08% Reduce -0.4% 2,353 $1.2M
AmeriServ Wealth Advisors 0.58% Reduce -0.8% 2,352 $1.2M
Fortress Financial Solutions, LLC 1.47% Add +4.1% 2,351 $1.2M
Wealthstar Advisors, LLC 0.44% Reduce -0.2% 2,345 $1.2M
RiverGlades Family Offices LLC 0.76% Add +1.7% 2,340 $1.2M
Northwest Financial Advisors 1.62% Reduce -86.5% 2,340 $1.2M
Graney & King, LLC 0.78% Add +1.8% 2,339 $1.2M
Lighthouse Wealth Management Inc. 1.01% Add +4.0% 2,337 $1.2M
Wilkins Miller Wealth Management, LLC 0.79% Reduce -6.9% 2,336 $1.2M
Balanced Wealth Group LLC 0.50% Add +1.8% 2,177 $1.2M
Juncture Wealth Strategies, LLC 0.41% Reduce -3.2% 2,327 $1.2M
Great Oak Capital Partners, LLC 0.33% Add +0.9% 2,298 $1.2M
Lauterbach Financial Advisors, LLC 0.64% Reduce -11.9% 2,322 $1.2M
Persium Advisors, LLC 0.96% Reduce -1.4% 2,321 $1.2M
Stanich Group LLC 1.03% Reduce -0.0% 2,292 $1.2M
Trellis Wealth Advisors LLC 0.50% No change 2,315 $1.2M
McMorgan & Co. LLC 0.17% Add +19.1% 2,311 $1.1M
McMill Wealth Management 0.38% Add +1.8% 2,304 $1.1M
Joule Financial, LLC 0.37% Reduce -1.4% 2,306 $1.1M
Alternative Investment Advisors, LLC. 0.57% Reduce -6.9% 2,303 $1.1M
Giverny Capital 0.04% Add +15.9% 2,303 $1.1M
Hel Ved Capital Management Ltd 0.51% New 2,300 $1.1M
Matrix Private Capital Group LLC 0.67% Reduce -27.4% 2,298 $1.1M
Valtrion Capital Management, LLC 1.37% Add +0.0% 2,291 $1.1M
ArrowMark Colorado Holdings LLC 0.02% No change 2,290 $1.1M
BlueStem Wealth Partners, LLC 0.14% Add +28.9% 2,290 $1.1M
Wealth Group Ltd 0.29% Reduce -0.8% 2,286 $1.1M
Websterrogers Financial Advisors, LLC 0.36% No change 2,281 $1.1M
Carmel Capital Partners, LLC 0.40% Add +27.7% 2,271 $1.1M
Wheelhouse Advisory Group LLC 0.56% Add +18.5% 2,268 $1.1M
Presper Financial Architects, LLC 0.84% — 2,262 $1.1M
Kendall Capital Management 0.30% Add +1.3% 2,260 $1.1M
Dominguez Wealth Management Solutions, Inc. 0.78% Add +9.4% 2,253 $1.1M
Rainey & Randall Wealth Advisors Inc. 0.21% No change 2,252 $1.1M
Arnhold LLC 0.10% No change 2,250 $1.1M
Financial Symmetry Inc 0.58% Reduce -0.4% 2,243 $1.1M
Innovator Capital Management, LLC 17.12% Reduce -0.3% 2,240 $1.1M
CBIZ Investment Advisory Services, LLC 0.05% Add +10.8% 2,234 $1.1M
Curio Wealth, LLC 0.49% Add +27787.5% 2,231 $1.1M
Binnacle Investments Inc 0.72% Add +5.1% 2,228 $1.1M
HRC Wealth Management, LLC 0.59% Add +9.3% 2,224 $1.1M
Valpey Financial Services, LLC 0.76% — 2,222 $1.1M
Hughes Financial Services, LLC 0.19% Add +2.6% 2,103 $1.1M
Investment Management Corp. /Va/ 1.00% Add +1.0% 2,216 $1.1M
Cannon Financial Strategists, Inc. 0.17% Reduce -0.6% 2,214 $1.1M
Horrell Capital Management, Inc. 0.45% No change 2,211 $1.1M
Chico Wealth RIA 0.87% Add +6.0% 2,209 $1.1M
Burk Holdings LLC 0.69% Reduce -0.1% 2,201 $1.1M
Mustard Seed Financial, LLC 0.79% Add +0.7% 2,196 $1.1M
Auour Investments LLC 0.38% No change 2,193 $1.1M
Cedar Point Capital Partners, LLC 0.77% Reduce -9.6% 2,185 $1.1M
Bryant Woods Investment Advisors, LLC 0.47% Add +1.7% 2,183 $1.1M
Shakespeare Wealth Management, LLC 0.29% Add +15.0% 2,182 $1.1M
Long Island Wealth Management, Inc. 0.56% Add +7.9% 2,177 $1.1M
Manuka Financial, LLC 0.59% Add +11.0% 2,165 $1.1M
Summit Financial Consulting LLC 0.96% Reduce -3.7% 2,158 $1.1M
IAG Wealth Partners, LLC 0.14% Add +5.1% 2,153 $1.1M
CMT Capital Markets Trading GmbH 0.51% New 2,150 $1.1M
Asset Allocation & Management Company, LLC 0.50% Add +43.3% 2,150 $1.1M
Legacy Solutions, LLC 1.02% Add +16.3% 2,146 $1.1M
HTG Investment Advisors, Inc. 0.40% Add +4.3% 2,142 $1.1M
ForthRight Wealth Management, LLC 0.33% No change 2,142 $1.1M
Hudson Portfolio Management LLC 0.99% Add +18.7% 2,136 $1.1M
Entruity Wealth, LLC 0.90% No change 2,132 $1.1M
Custos Family Office, LLC 0.34% Add +42.2% 2,125 $1.1M
Windsor Advisory Group, LLC 1.50% Add +4.5% 2,122 $1.1M
Elevate Wealth Advisory, Inc. 0.75% Add +6.3% 2,112 $1.1M
Darrow Company, Inc. 0.53% Reduce -0.2% 2,106 $1.0M
Thompson Davis & Co., Inc. 0.71% Reduce -1.1% 2,099 $1.0M
MA Private Wealth 0.19% Reduce -4.4% 2,099 $1.0M
Sharper & Granite LLC 0.40% Add +12.7% 2,124 $1.0M
Disciplined Investments, LLC 0.44% Reduce -0.4% 2,095 $1.0M
BWM Planning, LLC 0.36% Add +5.4% 2,092 $1.0M
Mason Investment Advisory Services, Inc. 0.06% Add +0.1% 2,091 $1.0M
Plotkin Financial Advisors, LLC 0.57% Add +6.2% 2,089 $1.0M
FreeGulliver LLC 0.48% Reduce -17.2% 2,089 $1.0M
Orca Wealth Management, LLC 0.87% No change 2,082 $1.0M
Sage Financial Management Group, Inc. 0.36% No change 2,071 $1.0M
Brickley Wealth Management 0.20% Add +1.2% 2,069 $1.0M
Lifestyle Asset Management, Inc. 0.48% Reduce -0.9% 2,068 $1.0M
Corrado Advisors, LLC 0.63% Add +20.4% 2,068 $1.0M
Ardent Capital Management, Inc. 0.49% No change 2,067 $1.0M
One River Asset Management, LLC 4.02% Reduce -88.4% 2,072 $1.0M
Compass Financial Services Inc 0.50% Add +6.0% 2,066 $1.0M
FWG Investments, LLC. 0.78% New 2,062 $1.0M
Oak Wealth Advisors LLC 0.66% Reduce -0.5% 2,058 $1.0M
Passive Capital Management, LLC. 0.32% Reduce -6.7% 2,076 $1.0M
BetterWealth, LLC 0.26% Reduce -1.3% 2,053 $1.0M
Farnam Financial LLC 0.92% Add +21.9% 2,050 $1.0M
Eaton-Cambridge Inc. 0.38% Add +6.4% 2,049 $1.0M
Hoya Capital Real Estate, LLC 19.32% No change 2,044 $1.0M
Martin Investment Management, LLC 0.26% Add +5.2% 2,037 $1.0M
Verisail Partners, LLC 0.43% Add +8.8% 2,035 $1.0M
Hunter Perkins Capital Management, LLC 0.24% No change 2,035 $1.0M
Burrus Financial Services, Inc. 0.48% Add +0.1% 2,034 $1.0M
Dupree Financial Group, LLC 0.40% Add +25.5% 2,033 $1.0M
Copia Wealth Management 0.85% Reduce -1.3% 2,030 $1.0M
Kingdom Financial Group LLC. 0.88% Add +60.7% 2,023 $1.0M
Blue Capital, Inc. 0.71% — 2,019 $1.0M
Magnetar Financial LLC 0.01% Reduce -35.0% 2,019 $1.0M
Grey Fox Wealth Advisors, LLC 0.24% Reduce -0.3% 2,018 $1.0M
Aventus Investment Advisors, Inc. 0.90% — 2,004 $997K
Martel Wealth Advisors LLC 0.18% Reduce -2.2% 2,003 $996K
Investment Planning Advisors, Inc. 0.35% Add +149.5% 2,001 $995K
Corecam Pte. Ltd. 0.56% Reduce -93.3% 2,000 $995K
BOCHK Asset Management Ltd 0.29% Add +100.0% 2,000 $995K
Keystone Global Partners, LLC 0.54% No change 1,994 $992K
Axecap Investments, LLC 0.65% Reduce -15.5% 1,993 $991K
Horizon Family Wealth, Inc. 0.60% Add +0.3% 1,990 $990K
Carbahal Olsen Financial Services Group, LLC 0.84% Reduce -1.0% 1,990 $990K
Kaufman Rossin Wealth, LLC 0.63% Reduce -26.4% 1,985 $988K
Beacon Harbor Wealth Advisors, Inc. 0.25% Add +0.1% 1,985 $987K
Axis Wealth Partners, LLC 0.65% Reduce -0.3% 1,980 $985K
Golden Road Advisors LLC 0.65% Reduce -28.9% 1,975 $982K
Certior Financial Group, LLC 0.75% Add +1.2% 1,972 $981K
Summit Investment Advisors, Inc. 0.81% No change 1,870 $980K
DDFG, Inc 0.25% Reduce -19.8% 1,967 $978K
E Fund Management (Hong Kong) Co., Ltd. 0.94% Add +19.8% 1,966 $978K
Sierra Summit Advisors LLC 0.17% Reduce -30.6% 1,965 $977K
Alpha DNA Investment Management LLC 18.53% Add +6.2% 1,957 $973K
Quarry LP 0.24% Add +14.4% 1,955 $972K
Future Financial Wealth Managment LLC 0.66% Reduce -2.4% 1,945 $968K
Ceera Investments, LLC 0.30% No change 1,944 $967K
Puff Wealth Management, LLC 1.57% Reduce -4.2% 1,942 $966K
Vermillion Wealth Management, Inc. 0.46% Add +4.4% 1,938 $964K
Beckerman Institutional, LLC 0.64% Add +2.2% 1,936 $963K
Evolution Wealth Management Inc. 1.18% — 1,930 $960K
Compass Planning Associates Inc 0.88% Add +0.2% 1,925 $958K
Cresta Advisors, Ltd. 0.47% Reduce -45.4% 1,922 $956K
Harbor Asset Planning, Inc. 0.91% — 1,919 $954K
ARK & TLK Investments, LLC 0.31% Reduce -21.3% 1,915 $952K
Ruedi Wealth Management, Inc. 0.28% No change 1,914 $952K
A&I Financial Services, LLC 0.54% Add +0.9% 1,912 $951K
PFS Partners, LLC 0.48% Add +13.5% 1,911 $951K
Fund Evaluation Group, LLC 0.04% New 1,911 $951K
Wingate Wealth Advisors, Inc. 0.85% Add +7.1% 1,908 $949K
Kahn Brothers Group Inc. 0.19% Add +3.6% 1,905 $948K
Kathleen S. Wright Associates Inc. 0.37% No change 1,903 $947K
Sterling Manor Financial, LLC 0.63% Add +0.7% 1,899 $945K
Thomas Story & Son LLC 0.36% No change 1,895 $943K
Foundry Financial Group, Inc. 0.54% Add +5.2% 1,894 $942K
MontVue Capital Management, Inc. 0.67% No change 1,889 $940K
DHK Financial Advisors, Inc. 0.54% Reduce -1.2% 1,885 $937K
Letson Investment Management, Inc. 0.37% No change 1,883 $937K
Transce3nd, LLC 0.39% Reduce -7.4% 1,878 $935K
Uptown Financial Advisors LLC 0.87% Add +0.1% 1,879 $935K
Capital Wealth Alliance, LLC 0.50% Add +0.1% 1,877 $934K
Investment Counsel Co. of Nevada 1.91% Add +0.1% 1,875 $933K
Allen Wealth Management, LLC 0.65% Reduce -3.8% 1,874 $932K
MRWM Advisors, LLC 0.58% Add +3.1% 1,873 $932K
Siligmueller & Norvid Wealth Advisors LLC 0.36% No change 1,842 $931K
AdviceOne Advisory Services, LLC 0.69% Add +12.0% 1,869 $930K
O'Brien Wealth Partners LLC 0.15% Reduce -18.6% 1,869 $930K
Stage Harbor Financial, LLC 0.75% Reduce -12.3% 1,867 $929K
Centerline Wealth Advisors, LLC 0.46% Reduce -0.2% 1,867 $929K
Bluestem Financial Advisors, LLC 0.40% Reduce -18.9% 1,867 $929K
Capasso Planning Partners LLC 0.52% Reduce -55.9% 1,859 $925K
Collaborative Wealth Managment Inc. 0.40% Add +0.5% 1,858 $924K
Whitcomb & Hess, Inc. 0.26% Reduce -2.5% 1,855 $923K
Napa Wealth Management 0.44% Reduce -2.0% 1,851 $921K
Compton Financial Group, LLC 0.24% Add +0.1% 1,847 $919K
Parkshore Wealth Management, Inc. 0.45% Reduce -1.9% 1,846 $918K
Tull Financial Group, Inc. 0.42% Add +15.4% 1,846 $918K
Prospera Capital Management, LLC 0.51% Add +10.0% 1,844 $917K
Opulen Financial Group LLC 0.75% Add +36.3% 1,836 $913K
Forbes Financial Planning, Inc. 0.62% No change 1,835 $913K
TT Capital Management LLC 0.74% Add +17.6% 1,833 $912K
Dodds Wealth, LLC 0.24% Add +1.4% 1,833 $912K
Caitlin John, LLC 0.83% Reduce -13.9% 1,832 $912K
DHJJ Financial Advisors, Ltd. 0.33% Add +12.0% 1,830 $910K
DBK Financial Counsel, LLC 0.82% Add +0.1% 1,830 $910K
Stone House Investment Management, LLC 0.17% Add +13.1% 1,828 $909K
Baron Financial Group, LLC 0.53% No change 1,825 $908K
Birmingham Capital Management Co. Inc. 0.40% Reduce -44.9% 1,824 $907K
Harbor Group, Inc. 0.16% No change 1,824 $907K
Two Sigma Securities, LLC 0.11% New 1,819 $905K
Allie Family Office LLC 0.45% Reduce -31.9% 1,811 $904K
Galibier Capital Management Ltd. 0.27% No change 1,808 $899K
ESL Trust Services, LLC 0.18% Reduce -3.5% 1,806 $898K
Piedmont Capital Management, LLC 0.52% Add +8.0% 1,803 $897K
Kure Advisory, LLC 0.59% Add +6.5% 1,802 $896K
Mid-American Wealth Advisory Group, Inc. 0.43% Add +26.5% 1,802 $896K
PTM Wealth Management, LLC 0.59% Add +42.0% 1,795 $895K
Chicago Wealth Management, Inc. 0.43% Reduce -18.5% 1,793 $892K
Family Office Research LLC 0.42% Add +1.9% 1,792 $892K
Enzi Wealth 0.33% Add +0.2% 1,771 $891K
FIDELIS iM, LLC 0.40% Add +0.2% 1,789 $890K
ETF Portfolio Partners, Inc. 0.25% No change 1,789 $890K
Divergent Planning, LLC 0.26% Reduce -5.7% 1,806 $888K
Riverchase Wealth Management, LLC 0.56% No change 1,785 $888K
Essential Partners LLC 0.35% — 1,785 $888K
Sollinda Capital Management LLC 0.23% Add +11.2% 1,784 $887K
Compass Financial Group, Inc. 0.44% No change 1,784 $887K
Cornerstone Financial Group, LLC 0.75% Add +0.3% 1,781 $886K
Synergy Investment Management, LLC 0.53% Reduce -2.1% 1,780 $886K
Jim Saulnier & Associates, LLC 0.60% Add +3.9% 1,780 $885K
Charter Capital Management, LLC\DE 0.52% — 1,779 $885K
CGC Financial Services, LLC 0.30% Reduce -8.9% 1,776 $883K
Sequent Asset Management, LLC 0.71% Reduce -4.8% 1,775 $883K
Fairman Group, LLC 0.73% Reduce -0.7% 1,773 $882K
Note Advisors, LLC 0.61% Reduce -4.5% 1,762 $877K
Entrewealth, LLC 0.61% Add +0.9% 1,761 $876K
Rolek Wealth Management LLC 0.76% Add +1.5% 1,761 $876K
NCP Inc. 0.82% Reduce -3.1% 1,757 $874K
ShankerValleau Wealth Advisors, Inc. 0.25% No change 1,757 $874K
Weinberger Asset Management, Inc 0.34% Add +13.2% 1,757 $874K
XY Planning Network, Inc. 0.30% Add +147.4% 1,754 $872K
Randall & Associates Wealth Management 0.67% Reduce -14.8% 1,749 $870K
Shared Vision Wealth Group LLC 0.43% Add +0.1% 1,630 $870K
VanderPol Investments L.L.C. 1.82% Reduce -2.8% 1,746 $868K
KMT Wealth Management, LLC 0.51% No change 1,744 $867K
Total Investment Management Inc. 0.13% Add +1.8% 1,741 $866K
RMG Wealth Management LLC 0.13% — 1,695 $865K
Penney Financial, LLC 0.44% No change 1,736 $864K
Holos Integrated Wealth LLC 0.52% Reduce -4.7% 1,649 $861K
LGL Partners, LLC 0.38% Reduce -7.0% 1,646 $857K
Global Wealth Management, LLC 0.47% Add +0.2% 1,701 $856K
Avant Capital LLC 0.66% Add +49.3% 1,710 $851K
Strategent Financial, LLC 0.66% Reduce -6.0% 1,709 $850K
Clark Wealth Partners 0.57% Add +13.1% 1,707 $849K
LifeGoal Investments, LLC 0.80% Add +24.3% 1,702 $847K
Politan Capital Management LP 0.06% New 1,701 $846K
Karpus Management, Inc. 0.03% No change 1,700 $846K
Arkansas Financial Group, Inc. 0.13% Add +3.7% 1,698 $845K
St. Louis Trust Co 0.11% No change 1,694 $843K
Swan Global Investments, LLC 0.04% Add +21.4% 1,688 $840K
Bruce G. Allen Investments, LLC 0.64% Reduce -2.3% 1,688 $840K
Cutler Capital Management, LLC 0.36% Reduce -6.1% 1,674 $833K
TL Private Wealth 0.35% No change 1,672 $832K
RTD Financial Advisors, Inc. 0.11% Reduce -13.9% 1,672 $832K
Joel Adams & Associates, Inc. 0.74% Reduce -2.2% 1,670 $831K
Capstone Capital LLC 0.60% Reduce -3.0% 1,667 $829K
Woodside Wealth Management LLC 0.71% No change 1,665 $828K
HFG Advisors, Inc. 0.65% Reduce -0.9% 1,658 $825K
Base Wealth Management LLC 0.53% Reduce -2.2% 1,656 $824K
Maxele Advisors, LLC 0.71% Add +8.8% 1,648 $820K
High Probability Advisors, LLC 0.12% Add +0.2% 1,648 $820K
Cobblestone Asset Management LLC 0.43% Add +6.3% 1,645 $818K
Sara-Bay Financial 0.29% Reduce -1.9% 1,639 $815K
Trace Wealth Advisors, LLC 0.67% Reduce -35.5% 1,638 $815K
BlueSky Wealth Advisors, LLC 0.12% Reduce -31.6% 1,638 $815K
PVG Asset Management Corp. 2.77% Add +24.7% 1,636 $814K
GoalFusion Wealth Management, LLC 0.42% Reduce -3.1% 1,634 $813K
Amova Asset Management Americas, Inc. 0.01% Reduce -95.8% 1,634 $812K
Luminvest Wealth Management LLC 0.29% Add +0.1% 1,631 $811K
Cypress Point Wealth Management, LLC 0.20% Add +4.9% 1,618 $805K
Midwest Financial Network, LLC 0.80% Add +200.0% 1,617 $804K
MPWM Advisory Solutions, LLC 0.51% Reduce -18.1% 1,615 $803K
Howard Hughes Medical Institute 0.32% New 1,611 $801K
Kilter Group LLC 0.42% Add +0.2% 1,602 $797K
Knott David M Jr 0.36% No change 1,600 $796K
Stuart Investment Advisors, Inc. 0.41% Add +0.1% 1,597 $794K
Arcadia Wealth Management, Inc. 0.54% No change 1,596 $794K
Alamar Capital Management, LLC 0.43% No change 1,595 $794K
Comprehensive Money Management Services LLC 0.60% Reduce -3.6% 1,595 $793K
Pinnacle Financial Group, LLC / IL 0.27% Add +35.4% 1,595 $793K
L.K. Benson & Company, P.C. 0.49% No change 1,592 $792K
Lauer Wealth, LLC 0.66% Reduce -35.2% 1,505 $785K
Israel Discount Bank of New York 2.97% Reduce -16.2% 1,574 $783K
Threadgill Financial, LLC 0.42% Add +1.2% 1,565 $778K
Foronjy Financial LLC 0.36% — 1,565 $778K
Centiva Capital, LP 0.05% Reduce -46.4% 1,562 $777K
Arcadia Wealth Management, LLC 0.34% Reduce -21.3% 1,559 $775K
Kaye Capital Management 0.30% Reduce -3.0% 1,556 $774K
Valley Forge Investment Consultants Inc. Adv 0.25% Add +8.4% 1,548 $770K
EnRich Financial Partners LLC 0.24% Add +5.2% 1,545 $768K
Tobam 0.30% Reduce -10.4% 1,544 $768K
Higgins & Schmidt Wealth Strategies LLC 0.42% Add +1.0% 1,540 $766K
Sippican Capital Advisors 0.56% No change 1,538 $765K
IMG Wealth Management, Inc. 0.59% Add +27.2% 1,537 $765K
Boston Standard Wealth Management, LLC 0.14% Add +11.9% 1,535 $763K
Whitegate Investment Counselors, Inc. 0.26% Add +0.1% 1,527 $760K
New Perspectives, Inc 0.37% Add +0.1% 1,520 $756K
BCM Advisors, LLC 0.16% No change 1,467 $752K
New England Capital Financial Advisors LLC 0.34% Add +4.0% 1,510 $751K
Navis Wealth Advisors, LLC 0.63% Add +2.4% 1,509 $751K
Tanglewood Wealth Management, Inc. 0.07% Reduce -2.5% 1,506 $749K
Kitching Partners, LLC 0.76% Add +8.2% 1,505 $749K
Bull Oak Capital, LLC 0.34% Reduce -0.1% 1,505 $749K
Graham Capital Wealth Management, LLC 0.84% Add +14.2% 1,503 $748K
Strategic Planning, Inc. 0.45% Reduce -4.8% 1,500 $746K
Carlson Capital, L.P. 0.42% New 1,500 $746K
NFC Investments, LLC 0.21% No change 1,500 $746K
Fox Run Management, L.L.C. 0.12% Add +32.8% 1,498 $745K
Climber Capital SA 0.48% Add +0.3% 1,504 $744K
Valued Wealth Advisors LLC 0.39% Add +1.9% 1,489 $740K
Sims Investment Management, LLC 0.30% Reduce -1.3% 1,484 $738K
Tuttle Capital Management, LLC 3.03% Add +15.0% 1,472 $732K
Red Crane Wealth Management, LLC 0.67% Add +4.0% 1,471 $732K
Compass Advisory Group LLC 0.23% Add +5.2% 1,470 $731K
Clear Point Advisors Inc. 0.61% Add +2.2% 1,434 $728K
Briaud Financial Planning Inc 0.29% Add +6.6% 1,461 $727K
Waller Financial Planning Group, Inc. 0.18% Reduce -19.9% 1,461 $727K
Ramiah Investment Group 0.78% New 1,460 $726K
Tiller Private Wealth, Inc. 0.28% Reduce -39.8% 1,458 $726K
Axiom Financial Strategies, LLC 0.40% Reduce -44.5% 1,455 $724K
Dynamic Wealth Strategies, LLC 0.52% Reduce -1.2% 1,454 $723K
Quest 10 Wealth Builders, Inc. 0.70% Add +4.8% 1,450 $721K
Core Wealth Management, Inc. 0.25% Reduce -9.2% 1,444 $718K
TKG Advisors, LLC 0.32% Reduce -1.0% 1,443 $718K
Heritage Oak Wealth Advisors LLC 0.28% Add +3.0% 1,443 $718K
Wealthcare Capital Management LLC 0.08% Reduce -53.8% 1,442 $717K
Donald L. Hagan, LLC 0.36% Reduce -1.0% 1,441 $717K
Waypoint Wealth Partners Inc. 0.17% Add +170.4% 1,441 $717K
Anfield Capital Management, LLC 0.24% Add +8.7% 1,441 $717K
Financial Connections Group, Inc. 0.30% Add +5.3% 1,439 $716K
Basso Capital Management, L.P. 0.53% Reduce -3.7% 1,439 $716K
Prism Advisors, Inc. 0.20% No change 1,430 $712K
Altus Wealth Management, LLC 0.34% Reduce -44.8% 1,430 $711K
Capital CS Group, LLC 1.17% Add +153.2% 1,428 $710K
Denver Wealth Management, Inc. 0.29% Reduce -1.5% 1,426 $709K
Oceanside Advisors LLC 0.47% No change 1,424 $708K
Schiavi & Co LLC 0.24% No change 1,419 $706K
Delta Accumulation, LLC 1.49% Add +0.1% 1,628 $701K
GEN Financial Management, INC. 0.57% Reduce -40.3% 1,408 $700K
Elm Partners Management LLC 0.04% Add +76.0% 1,406 $699K
Marathon Strategic Advisors, LLC 0.65% Add +4.9% 1,401 $697K
Martin Capital Advisors, LLP 0.45% No change 1,400 $696K
Black Swift Group, LLC 0.14% Add +16.3% 1,400 $696K
Family Investment Center, Inc. 0.16% Add +156.9% 1,395 $694K
Gutierrez Wealth Advisory, LLC 0.46% Reduce -21.9% 1,392 $692K
Tennessee Valley Asset Management Partners 0.18% Reduce -78.3% 1,390 $691K
Genesis Wealth Advisors, LLC 0.52% No change 1,387 $690K
Lountzis Asset Management, LLC 0.24% No change 1,382 $687K
FPC Investment Advisory, Inc. 0.43% Add +3.7% 1,338 $686K
Signal Tree Financial Partners LLC 0.59% Add +6.4% 1,377 $685K
JDH Wealth Management, LLC 0.52% Reduce -15.6% 1,373 $683K
O'Keefe Stevens Advisory, Inc. 0.19% Add +0.7% 1,371 $682K
Next Level Wealth Planning, LLC 0.43% Reduce -0.3% 1,363 $678K
Cypress Financial Planning LLC 0.22% Reduce -17.1% 1,363 $678K
Avalon Advisory Group 0.29% Reduce -1.6% 1,359 $676K
Leith Wheeler Investment Counsel Ltd. 0.05% Reduce -57.3% 1,359 $676K
Fenimore Asset Management Inc 0.01% No change 1,359 $676K
Seek First Inc. 0.55% Add +1.5% 1,358 $675K
5T Wealth, LLC 0.34% Add +12.8% 1,358 $675K
Alpha Financial Advisors, LLC 0.26% Add +51.5% 1,357 $675K
Tepp RIA, LLC 0.87% Reduce -15.9% 1,351 $672K
Ledgewood Wealth Advisors, LLC 0.42% No change 1,349 $671K
GatePass Capital, LLC 0.45% Add +30.7% 1,349 $671K
SIH Partners, LLLP 0.06% New 1,347 $670K
Monument Group Wealth Advisors, LLC 0.42% Add +46.0% 1,345 $669K
LBJ Family Wealth Advisors, Ltd. 0.39% Add +0.1% 1,335 $664K
Maren Capital LLC 0.04% Reduce -40.3% 1,334 $664K
Moody Aldrich Partners LLC 0.13% No change 1,333 $663K
Clarity Asset Management, Inc. 0.40% Add +73.8% 1,333 $663K
Financial Futures Ltd Liability Co. 0.36% Reduce -7.2% 1,333 $663K
Silver Oak Wealth Advisors Services, LLC 0.48% Reduce -7.6% 1,333 $663K
Beacon Wealthcare LLC 0.25% Add +2.3% 1,330 $662K
Cornerstone Advisors Asset Management, LLC 0.13% Add +6.0% 1,330 $662K
Mustico Financial Group, Inc. 0.61% — 1,257 $660K
New Jersey Better Educational Savings Trust 1.69% Reduce -71.9% 1,322 $658K
LongView Asset Management LLC 0.50% Add +7.5% 1,321 $657K
Delta Wealth Advisors LLC 0.55% Reduce -18.6% 1,318 $656K
Spectrum Investment Advisors, Inc. 0.38% Add +3.1% 1,313 $653K
MTM Financial Group, LLC 0.35% Add +6.6% 1,308 $651K
Valley Financial Group, Inc. 0.39% No change 1,307 $650K
ONE Advisory Partners, LLC 0.22% Add +66.1% 1,282 $649K
Capital Wealth Management, LLC 0.24% No change 1,304 $649K
Jordan Park Trust Co LLC 0.60% Add +15.1% 1,303 $648K
LifeGuide Financial Advisors, LLC 0.24% No change 1,303 $648K
Farringdon Capital, Ltd. 0.22% Reduce -40.5% 1,303 $648K
Dynamic Financial Group 0.62% Add +1.3% 1,303 $648K
Objective Capital Management, LLC 0.72% Reduce -23.3% 1,297 $645K
Jackson Creek Investment Advisors LLC 0.17% Reduce -1.9% 1,295 $644K
LPWM LLC 0.19% No change 1,294 $644K
Maryland Capital Advisors Inc. 0.25% Add +34.4% 1,283 $638K
Forum Private Client Group LLC 0.25% Add +0.1% 1,282 $638K
Aspect Partners, LLC 0.31% Add +35.5% 1,282 $637K
Tradewinds, LLC. 0.48% Reduce -96.8% 1,279 $636K
Merkkuri Wealth Advisors LLC 0.48% Reduce -10.4% 1,279 $636K
Foundation Wealth Management, LLC\PA 0.27% Add +1.6% 1,276 $635K
Marquette Asset Management, LLC 0.11% Reduce -0.4% 1,276 $635K
Lagoda Investment Management, L.P. 0.36% No change 1,275 $634K
Seven Post Investment Office LP 0.24% No change 1,275 $634K
DKM Wealth Management, Inc. 0.55% Reduce -1.6% 1,274 $633K
Grand Wealth Management, LLC 0.32% Reduce -6.9% 1,248 $621K
Beacon Bridge Wealth Partners, LLC 0.25% Reduce -7.2% 1,248 $621K
Lowery Thomas, LLC 0.40% Reduce -7.4% 1,246 $620K
Guardian Wealth Management, Inc. 0.41% Add +1.1% 1,245 $619K
Decker Retirement Planning Inc. 0.36% Add +25.1% 1,236 $615K
McCarthy Asset Management, Inc. 0.42% No change 1,233 $613K
Poinciana Advisors Group, LLC 0.55% Add +38.9% 1,231 $612K
Fee-Only Financial Planning, L.C. 0.38% No change 1,226 $610K
TCP Asset Management, LLC 0.12% Reduce -0.2% 1,223 $608K
American Financial & Tax Strategies Inc. 0.31% Reduce -2.7% 1,222 $608K
Principia Wealth Advisory, LLC 0.51% Add +7.5% 1,219 $606K
Beacon Financial Planning, Inc. 0.34% Reduce -0.7% 1,213 $603K
Ehrlich Financial Group 0.39% Reduce -1.1% 1,211 $602K
Truefg, LLC 0.18% Add +0.8% 1,204 $599K
OLIO Financial Planning 0.19% Reduce -7.3% 1,199 $597K
Avos Capital Management, LLC 0.34% Reduce -26.0% 1,199 $596K
Omega Financial Group, LLC 0.21% Add +43.0% 1,198 $596K
BG Investment Services, LLC 0.74% Add +16.5% 1,196 $595K
BCU Wealth Advisors, LLC 0.27% New 1,195 $594K
Landmark Wealth Management, LLC 0.25% Reduce -2.8% 1,192 $593K
Total Wealth Planning, LLC 0.07% Add +7.3% 1,189 $591K
Latko Wealth Management, Ltd. 0.33% Add +51.5% 1,185 $590K
Brighton Securities Corp. 0.32% Reduce -23.9% 1,185 $589K
Midwestern Financial, LLC 0.55% — 1,181 $587K
GenWealth Group, Inc. 0.12% No change 1,180 $587K
Kiker Wealth Management, LLC 0.33% Reduce -29.8% 1,176 $585K
JFG Wealth Management, LLC 0.12% No change 1,160 $577K
Bay Harbor Wealth Management, LLC 0.17% Add +26.6% 1,157 $576K
Triune Financial Partners, LLC 0.16% Reduce -13.7% 1,156 $575K
Corepath Wealth Partners LLC 0.48% Add +0.9% 1,152 $575K
Retireful, LLC 0.40% New 1,153 $574K
Scratch Capital LLC 0.47% Reduce -11.0% 1,152 $573K
Keating Investment Counselors Inc. 0.17% Add +4.8% 1,148 $571K
Guardian Wealth Advisors, LLC 0.34% Reduce -2.1% 1,147 $571K
Strid Group, LLC 0.08% Reduce -22.6% 1,146 $570K
Grantvest Financial Group LLC 0.42% Reduce -12.6% 1,145 $570K
DC Investments Management, LLC 0.24% No change 1,142 $568K
Wexford Capital LP 0.16% Reduce -32.0% 1,138 $566K
Sugar Maple Asset Management, LLC 0.44% Reduce -16.9% 1,133 $563K
Three Cord True Wealth Management, LLC 0.42% Reduce -8.5% 1,133 $563K
Marmo Financial Group, LLC 0.28% Add +4.7% 1,129 $561K
Hyperion Capital Advisors LP 0.35% Add +11.9% 1,127 $561K
BCGM Wealth Management, LLC 0.16% Add +11.9% 1,125 $560K
Sicart Associates LLC 0.20% Add +21.2% 1,122 $558K
Wealth Advisory Team LLC 0.52% — 1,118 $556K
WJ Interests, LLC 0.24% No change 1,115 $555K
Cordant, Inc. 0.27% Reduce -9.9% 1,113 $554K
Graver Capital Management, LLC 0.49% No change 1,111 $553K
True Wealth Design, LLC 0.19% Add +14.8% 1,109 $551K
Balanced Rock Investment Advisors LLC 0.43% Add +3.7% 1,106 $550K
Heritage Wealth Management, Inc./Texas 0.27% Reduce -14.7% 1,106 $550K
Infrastructure Capital Advisors, LLC 0.09% New 1,101 $548K
Roth Financial Partners LLC 0.20% No change 1,094 $544K
Iron Horse Wealth Management, LLC 0.16% Add +3.4% 1,093 $544K
Marshall Financial Group Inc. 0.16% No change 1,092 $543K
Mendota Financial Group, LLC 0.51% Reduce -0.9% 1,089 $542K
Hapanowicz & Associates Financial Services, Inc 0.27% Reduce -13.4% 1,089 $542K
FMA Wealth Management, LLC 0.40% No change 1,088 $541K
Financial Advisory Corp 0.08% No change 1,085 $540K
Asset Allocation Strategies LLC 0.12% Add +85.6% 1,084 $539K
Redmont Wealth Advisors LLC 0.79% Add +646.9% 1,083 $539K
SpringVest Wealth Management LLC 0.43% Reduce -2.3% 1,080 $537K
McCarthy & Cox 0.14% Add +4.7% 1,079 $537K
WealthTrak Capital Management LLC 0.45% Add +17.0% 1,079 $537K
Pembroke Management, LTD 0.06% New 1,079 $537K
SWAN Capital LLC 0.23% Add +6.0% 1,075 $535K
Surience Private Wealth LLC 0.50% Reduce -5.1% 1,074 $534K
Bannerman Wealth Management Group, LLC 0.41% New 1,069 $532K
Adapt Wealth Advisors, LLC 0.24% Add +2.5% 1,067 $531K
Beck Bode, LLC 0.09% Reduce -1.0% 1,056 $525K
Highlander Partners, L.P. 0.20% No change 1,050 $522K
BancFirst Trust & Investment Management 0.24% Reduce -8.7% 1,052 $522K
Legacy Investment Solutions, LLC 0.28% — 1,045 $520K
Legacy Wealth Managment, LLC 0.28% Reduce -6.5% 1,045 $520K
Pinney & Scofield, Inc. 0.35% Add +7.0% 1,042 $518K
Stonebridge Wealth Management, LLC 0.50% — 1,041 $518K
George Kaiser Family Foundation 0.07% Add +48.1% 1,038 $516K
Stephen J. Garry & Associates, LLC 0.45% No change 1,037 $516K
Highland Financial Advisors, LLC 0.16% No change 1,033 $514K
Frontier Asset Management, LLC 0.14% New 1,032 $514K
Kropog Financial Group, LLC 0.45% Add +0.2% 1,032 $513K
Mills Wealth Advisors LLC 0.24% Add +5.4% 1,031 $513K
Fusion Family Wealth, LLC 0.04% No change 1,031 $513K
Landscape Capital Management, L.L.C. 0.04% Reduce -89.9% 1,030 $512K
CFC Planning Co LLC 0.49% Reduce -0.1% 1,027 $511K
Sagace Wealth Management LLC 0.38% Reduce -11.8% 1,026 $510K
Qube Research & Technologies Ltd 0.00% Reduce -99.9% 1,014 $506K
Significant Wealth Partners LLC 0.25% Reduce -7.5% 1,017 $506K
FinDec Wealth Services, Inc. 0.52% Reduce -8.1% 1,009 $502K
Safir Wealth Advisors, LLC 0.37% No change 1,006 $500K
Interactive Financial Advisors, Inc. 0.24% Add +0.6% 1,006 $500K
Hurley Capital, LLC 0.35% Reduce -0.1% 1,006 $500K
Two West Capital Advisors LLC 0.33% Add +16.1% 971 $499K
Strategic Point Investment Advisors, LLC 0.08% Add +1.5% 1,001 $498K
IvyRock Asset Management (HK) Ltd 0.23% Reduce -8.3% 1,000 $497K
Steph & Co. 0.16% Reduce -7.3% 1,000 $497K
Vista Finance, LLC 0.43% Reduce -2.2% 995 $495K
Redwood Park Advisors LLC 0.38% Reduce -4.2% 994 $494K
SKY-Mountain Capital Management, Inc. 0.33% Add +0.1% 948 $494K
Daner Wealth Management, LLC 0.34% — 930 $492K
Bright Financial Advisors, Inc. 0.27% Reduce -36.8% 982 $488K
City Center Advisors, LLC 0.52% Reduce -1.4% 980 $487K
Wela Strategies, Inc. 0.19% Reduce -5.3% 973 $484K
ArborFi Advisors, LLC 0.42% Reduce -3.8% 969 $482K
McGrath & Associates, Inc. 0.78% Add +1.4% 966 $480K
Nestegg Advisors, Inc. 0.46% No change 965 $480K
Williamson Legacy Group, LLC 0.40% Reduce -4.9% 965 $480K
Bridgefront Capital, LLC 0.13% New 964 $480K
Resolute Wealth Advisor, Inc. 0.27% — 1,291 $478K
Benchmark Wealth Management, LLC 0.21% No change 953 $474K
Infinity Wealth Counsel, LLC 0.48% Reduce -4.1% 953 $474K
Treasure Coast Financial Planning 0.28% Reduce -1.9% 953 $474K
Pacific Wealth Management 0.23% Add +45.0% 948 $472K
Beacon Financial Strategies CORP 0.29% No change 940 $468K
Causeway Capital Management LLC 0.01% No change 940 $468K
White Wing Wealth Management 0.32% Add +9.3% 936 $465K
Prairieview Wealth Partners, LLC 0.48% No change 931 $463K
Hoese & Co LLP 0.37% Add +7.4% 931 $463K
Sykon Capital LLC 0.17% Add +12.9% 926 $461K
Boyd Wealth Management, LLC 0.20% New 926 $461K
Eq LLC 0.18% Add +13.3% 923 $459K
Ridgeline Wealth Planning, LLC 0.37% Add +27.1% 915 $455K
Boyce & Associates Wealth Consulting, Inc. 0.41% New 433 $455K
Lam Group, Inc. 0.30% Reduce -1.4% 912 $454K
Myecfo, LLC 0.22% Add +8.7% 911 $453K
WFA Asset Management Corp 0.26% Reduce -0.3% 1,013 $453K
EMC Capital Management 0.24% Reduce -61.5% 909 $452K
Lecap Asset Management Ltd. 0.16% New 905 $450K
David Wealth Management LLC 0.33% Add +22.3% 904 $449K
Clarity Capital Advisors, LLC 0.26% Reduce -7.4% 903 $449K
Integrated Capital Management, Inc. 0.34% No change 900 $448K
Del-Sette Capital Management, LLC 0.31% No change 896 $446K
AIFG Consultants Ltd. 0.86% Reduce -1.1% 886 $441K
Dynasty Wealth Management, LLC 0.01% Reduce -95.6% 884 $440K
Measured Risk Portfolios, Inc. 0.49% Add +2.2% 883 $439K
Attessa Capital LLC 0.28% No change 876 $436K
Nottingham Advisors, Inc. 0.06% Reduce -63.7% 872 $434K
Shore Point Advisors, LLC 0.21% Add +0.1% 866 $431K
Wise Wealth Partners 0.72% New 863 $430K
Hershey Financial Advisers, LLC 0.38% — 862 $429K
F&V Capital Management, LLC 0.11% Add +38.8% 855 $425K
Clark Estates Inc. 0.10% No change 853 $424K
American Investment Services, Inc. 0.11% Reduce -33.3% 850 $423K
Keystone Financial Group, Inc. 0.27% Add +0.1% 826 $421K
Legacy Wealth Management, LLC 0.03% Reduce -44.2% 845 $420K
Cardinal Capital Management, Inc. 0.01% Reduce -2.9% 845 $420K
David Kennon Inc 0.16% No change 845 $420K
Friday Financial 0.21% Add +34.9% 842 $419K
Yardley Wealth Management LLC 0.23% Reduce -4.4% 841 $418K
Pps&v Asset Management Consultants, Inc. 0.26% Reduce -3.8% 840 $418K
NDWM LLC 0.30% Add +0.1% 837 $416K
Fulcrum Equity Management 0.43% Add +23.1% 836 $416K
Cornerstone Wealth Advisors, Inc. 0.11% Reduce -2.0% 834 $415K
Leverty Financial Group, LLC 0.12% Reduce -5.3% 831 $414K
Archer Investment Management, LLC 0.30% Add +29.6% 823 $410K
Certus Wealth Management, LLC 0.26% No change 821 $409K
Teza Capital Management LLC 0.30% New 816 $406K
Barry Investment Advisors, LLC 0.10% No change 816 $406K
1492 Capital Management LLC 0.19% Reduce -1.3% 808 $402K
John W. Brooker & Co., CPAs 0.94% Reduce -37.0% 800 $401K
Biltmore Wealth Management, LLC 0.16% Add +0.1% 806 $401K
Compass Financial Group, INC 0.07% Reduce -0.5% 803 $400K
Kinloch Capital, LLC 0.19% No change 802 $399K
Legacy Wealth Asset Management, LLC 0.10% No change 801 $398K
Beddow Capital Management Inc. 0.16% Add +3.2% 800 $398K
Lanham O'Dell & Company, Inc. 0.17% No change 800 $398K
Five Pine Wealth Management 0.29% Reduce -3.7% 800 $398K
Hudson Capital Management LLC 0.12% No change 798 $397K
Family Wealth Partners, LLC 0.16% New 798 $397K
Traction Financial Partners, LLC 0.27% Reduce -15.1% 798 $397K
Sageworth Trust Co of South Dakota 0.43% No change 797 $396K
SageOak Financial, LLC 0.32% No change 797 $396K
Rice Hall James & Associates, LLC 0.02% Add +4.9% 796 $396K
Ergawealth Advisors, Inc. 0.18% Add +7.0% 793 $394K
Sincerus Advisory, LLC 0.37% Add +3.4% 765 $393K
RCS Financial Planning, LLC 0.20% Reduce -1.4% 788 $392K
Amara Financial, Llc. 0.34% Add +2.8% 786 $391K
Mullooly Asset Management, Inc. 0.16% Add +2.4% 785 $390K
Private Wealth Group, LLC 0.21% No change 784 $390K
Afg Fiduciary Services Limited Partnership 0.25% Reduce -2.2% 791 $389K
Corton Capital Inc. 0.45% New 777 $386K
BCK Partners, Inc. 0.23% Reduce -1.3% 777 $386K
SWP Financial LLC 0.21% No change 773 $385K
Golden Reserve Retirement LLC 0.12% Reduce -19.9% 769 $383K
Squire Investment Management Company, LLC 0.14% Add +17.1% 768 $382K
Kraft Asset Management, LLC 0.35% Reduce -23.7% 766 $381K
Kennicott Capital Management LLC 0.22% Add +1.3% 766 $381K
von Borstel & Associates, Inc. 0.10% Add +23.4% 712 $381K
Sterling Investment Advisors LLC 0.20% Reduce -29.6% 560 $380K
NorthLanding Financial Partners, LLC 0.34% No change 761 $378K
Bestgate Wealth Advisors, LLC 0.78% No change 1,000 $375K
Cornerstone Management, Inc. 0.06% Add +25.1% 747 $372K
Spectrum Financial Alliance Ltd LLC 0.10% No change 710 $370K
Envision Financial Planning, LLC 0.17% Add +5.6% 740 $368K
McNamara Financial Services, Inc. 0.07% No change 734 $365K
JBGlobal.com LLC 0.38% No change 732 $364K
JDM Financial Group LLC 0.17% No change 730 $363K
Straight Path Wealth Management 0.12% Add +3.7% 729 $363K
Hillcrest Wealth Advisors - NY, LLC 0.17% No change 728 $362K
Aquire Wealth Advisors, LLC 0.10% Reduce -0.6% 722 $359K
Solutions 4 Wealth, Ltd 0.60% No change 718 $357K
Summit Investment Advisory Services, LLC 0.15% Reduce -37.9% 714 $355K
Greenfield Seitz Capital Management, LLC 0.13% No change 714 $355K
Applied Capital LLC 0.16% Reduce -0.3% 711 $354K
New England Professional Planning Group Inc. 0.16% No change 709 $353K
Williams Financial, LLC 0.38% New 708 $352K
Maltin Wealth Management, Inc. 0.16% Add +0.3% 708 $352K
Sullivan Wood Capital Management LLC 0.73% — 707 $352K
Inlight Wealth Management, LLC 0.18% Reduce -5.1% 707 $351K
Private Wealth Advisors, LLC 0.14% Add +0.1% 704 $350K
Stark Wealth Management LLC 0.50% New 697 $347K
Skylands Capital, LLC 0.05% No change 695 $346K
Gagnon Securities LLC 0.07% Reduce -1.7% 692 $344K
Mycio Wealth Partners, LLC 0.08% No change 691 $344K
Elite Financial, Inc. 0.17% No change 641 $343K
Ruane, Cunniff & Goldfarb L.P. 0.01% Add +6.2% 689 $343K
M Wealth Management, LLC 0.32% New 688 $342K
Financial Alternatives, Inc 0.22% No change 682 $339K
Allodium Investment Consultants, LLC 0.21% New 680 $338K
Robinson Value Management, Ltd. 0.21% No change 680 $338K
Corbyn Investment Management Inc. 0.15% Reduce -0.7% 680 $338K
Rochester Wealth Strategies, LLC 0.24% No change 680 $338K
Disciplined Growth Investors Inc. 0.01% No change 679 $338K
Accordant Advisory Group Inc 0.25% Add +2.6% 678 $337K
Winnacle Wealth LLC 0.25% Reduce -69.6% 678 $337K
Stapp Wealth Management, PLLC 0.48% No change 676 $336K
Portland Financial Advisors Inc 0.80% Reduce -15.5% 672 $334K
Buska Wealth Management, LLC 0.09% Reduce -5.1% 670 $333K
Flagship Private Wealth, LLC 0.14% Reduce -4.6% 670 $333K
Keystone Financial Services, LLC 0.25% Add +5.0% 669 $333K
Fischer Investment Strategies, LLC 0.22% Add +1.7% 669 $333K
Schwallier Wealth Management LLC 0.20% Reduce -20.2% 667 $332K
Ridgeline Wealth, LLC 0.27% Reduce -7.0% 665 $331K
eCIO, Inc. 0.14% Reduce -3.4% 663 $330K
Holcombe Financial, Inc. 0.25% Add +6.8% 656 $326K
Meridian Management Co. 0.09% Reduce -38.7% 611 $326K
J2 Capital Management Inc 0.26% New 652 $324K
Longview Financial Advisors LLC 0.20% Reduce -7.2% 649 $323K
Access Investment Management LLC 0.09% — 649 $323K
HC Advisors, LLC 0.23% Reduce -26.0% 646 $322K
Reliant Wealth Planning 0.13% New 645 $321K
10Elms LLP 0.35% Reduce -13.5% 640 $318K
swisspartners Advisors Ltd 0.30% Reduce -89.8% 640 $318K
1 North Wealth Services LLC 0.13% Reduce -3.0% 638 $317K
Letko, Brosseau & Associates Inc. 0.01% No change 638 $317K
Aurelius Family Office LLC 0.15% Reduce -1.1% 637 $317K
Lee Johnson Capital Management, LLC 0.11% Add +0.2% 636 $316K
Pinnacle Family Advisors, LLC 0.15% New 637 $315K
Investments & Financial Planning, LLC 0.18% Add +0.2% 633 $315K
Ellerson Group Inc. 0.22% No change 631 $314K
Theory Financial LLC 0.12% Add +4.5% 587 $313K
TABR Capital Management, LLC 0.27% Reduce -21.4% 622 $310K
Quarry Hill Advisors, LLC 0.18% New 617 $307K
William Howard & Co Financial Advisors Inc 0.27% No change 616 $307K
Standard Family Office LLC 0.36% No change 616 $306K
Dravo Bay LLC 0.15% Reduce -14.6% 616 $306K
Innovative Advisory Group, LLC 0.26% Add +15.2% 614 $305K
Kerrisdale Advisers, LLC 0.16% Reduce -97.0% 611 $304K
Grunden Financial Advisory, Inc. 0.13% No change 611 $304K
Luken Investment Analytics, LLC 0.13% No change 608 $302K
New Harbor Financial Group, LLC 0.07% Reduce -16.6% 606 $301K
Outfitters Financial LLC 0.26% No change 605 $301K
Cove Street Capital, LLC 0.44% No change 600 $298K
Cambridge Capital Management, LLC 0.16% No change 599 $298K
Rye Brook Capital LLC 0.31% No change 600 $298K
Altrius Capital Management Inc 0.07% Reduce -1.5% 595 $296K
Life Planning Partners, Inc 0.23% No change 591 $294K
Courage Miller Partners, LLC 0.09% Reduce -55.8% 582 $290K
Share Andrew L. 0.20% No change 575 $286K
Team Financial Group, LLC 0.14% Reduce -19.5% 575 $286K
Arrien Investments, Inc. 0.18% Reduce -6.2% 574 $286K
Capital A Wealth Management, LLC 3.17% Reduce -78.0% 753 $283K
Horizons Wealth Management 0.20% Reduce -5.3% 569 $283K
Sarver Vrooman Wealth Advisors 0.19% No change 567 $282K
LSV Asset Management 0.00% Add +171.2% 564 $281K
Boyum Wealth Architects LLC 0.21% New 563 $280K
Patton Fund Management, Inc. 0.06% New 562 $280K
Global Value Investment Corp. 0.40% Reduce -1.8% 559 $278K
Western Financial Corp 0.15% No change 552 $275K
Consultiva Wealth Management, Corp. 0.85% No change 552 $275K
Schulz Wealth, LTD. 0.20% Add +0.4% 551 $274K
MJT & Associates Financial Advisory Group, Inc. 0.34% No change 548 $273K
Stonehearth Capital Management, LLC 0.11% No change 546 $272K
Mountain Hill Investment Partners Corp. 0.23% Reduce -0.6% 545 $271K
Horizon Advisory Services, Inc. 0.14% No change 541 $269K
FSA Investment Group, LLC 0.20% Reduce -25.0% 537 $267K
Harbert Fund Advisors, LLC 0.80% Reduce -94.7% 535 $266K
Retirement Investment Advisors, Inc. 0.02% No change 534 $266K
Albert D Mason Inc. 0.19% New 527 $262K
Weitzel Financial Services, Inc. 0.11% New 497 $262K
Brave Warrior Advisors 0.01% Reduce -58.8% 525 $261K
Unconventional Investor, LLC 0.14% Reduce -12.8% 522 $260K
Lee, Kelleher & Klein Wealth Management 0.17% New 522 $260K
Evergreen Advisors, LLC 0.07% New 522 $260K
B&D White Capital Company, LLC 0.04% Reduce -91.5% 520 $259K
Crosspoint Financial, LLC 0.69% Reduce -17.7% 515 $256K
Ariston Services Group 0.18% New 514 $256K
Parkworth Wealth Management, Inc. 0.18% Add +27.9% 513 $255K
Kanen Wealth Management LLC 0.10% New 509 $253K
Black Point Wealth Management 7.22% Reduce -87.0% 508 $252K
AF Advisors, Inc. 0.09% New 504 $251K
KDK Private Wealth Management, LLC 0.27% New 504 $251K
Vestment Financial LLC 0.16% Reduce -8.9% 509 $249K
ADG Wealth Management Group, LLC 0.21% New 501 $249K
Ping Capital Management, Inc. 0.14% Reduce -58.3% 500 $249K
Pioneer Wealth Management Group 0.09% New 497 $247K
Atlantic Private Wealth, LLC 0.17% Reduce -2.8% 495 $246K
Klein Pavlis & Peasley Financial, Inc. 0.16% Reduce -31.9% 494 $246K
Priebe Wealth Holdings LLC 0.21% Reduce -79.9% 494 $246K
ETF Store, Inc. 0.28% New 493 $245K
Laurel Wealth Planning LLC 0.14% Reduce -13.2% 493 $245K
PACK Private Wealth, LLC 0.13% New 493 $245K
Moller Wealth Partners 0.05% New 490 $244K
USA Financial Formulas 0.04% New 484 $241K
FC Advisory LLC 0.07% New 482 $240K
Livelsberger Financial Advisory 4.62% New 480 $239K
Teachers Insurance & Annuity Association of America 0.30% New 480 $239K
Momentum Wealth Planning, LLC 0.21% — 477 $237K
Financial Designs Corp 0.15% New 477 $237K
Rareview Capital LLC 0.15% New 471 $234K
Your Advocates Ltd., LLP 0.08% Add +1.3% 470 $234K
Koesten, Hirschmann & Crabtree, INC. 0.12% Reduce -7.9% 469 $233K
Value Aligned Research Advisors, LLC 0.01% Add +288.3% 466 $232K
Barnett & Company, Inc. 0.18% New 465 $231K
Kings Path Partners LLC 0.09% No change 465 $231K
Salus Financial Advisors, LLC 0.15% New 462 $230K
Atlantic Family Wealth, LLC 0.20% New 460 $229K
Shariaportfolio, Inc. 0.10% Reduce -15.8% 458 $228K
FLP Wealth Management, LLC 0.64% New 455 $226K
Northeast Planning Associates, Inc. / NH / 0.21% New 454 $226K
MayTech Global Investments, LLC 0.02% New 448 $223K
Gator Capital Management, LLC 0.07% New 445 $221K
Prudent Man Investment Management, Inc. 0.12% No change 520 $219K
Master's Wealth Management Inc. 0.10% New 438 $218K
DeepCurrents Investment Group LLC 0.25% New 438 $218K
LTG Capital LLC 0.19% New 438 $218K
Bishop & Co Investment Management, LLC 0.08% New 436 $217K
Kirr Marbach & Co. LLC 0.04% New 435 $216K
Tme Financial, Inc. 0.17% New 431 $214K
Disciplined Equity Management, Inc. 0.13% No change 430 $214K
Orcam Financial Group 0.19% New 430 $214K
Dentgroup LLC 0.15% New 429 $213K
True Freedom Investing, LLC 0.08% — 426 $212K
Mason & Associates, LLC 0.05% New 425 $211K
Luminist Capital LLC 0.21% Add +13.5% 428 $211K
Wellment Financial 0.27% Reduce -58.9% 420 $209K
United Wealth Management, LLC 0.06% New 416 $207K
Advocacy Wealth Management, LLC 0.01% New 413 $205K
Durante & Waters, LLC 0.16% New 413 $205K
Sherwood Financial Partners, LLC 0.19% New 411 $204K
Shepherd Kaplan Krochuk, LLC 0.18% New 411 $204K
Wasatch Advisors LP 0.00% New 409 $203K
Friedenthal Financial 0.11% New 401 $199K
Vestor Capital, LLC 0.01% Reduce -98.4% 2,160 $196K
Evolution Advisers, Inc. 0.10% No change 390 $194K
Horizon Financial Services, LLC 0.10% Add +86.5% 388 $193K
PMV Capital Advisers, LLC 0.40% Add +5.9% 359 $178K
Marathon Trading Investment Management LLC 0.11% Reduce -92.3% 350 $174K
Midwest Capital Advisors, LLC 0.09% No change 345 $172K
Fairway Wealth LLC 0.05% Reduce -23.5% 342 $170K
AlphaQuest LLC 0.02% Add +5.9% 342 $170K
Bare Financial Services, Inc 0.06% Add +52.5% 331 $165K
Sagard Holdings Management Inc. 0.44% — 315 $157K
Belvedere Trading LLC 0.01% New 314 $156K
Navigoe, LLC 0.12% Add +35.8% 315 $156K
Family CFO Inc 0.08% No change 310 $154K
Wells Financial Advisors INC 0.21% Add +78.2% 303 $151K
HFM Investment Advisors, LLC 0.06% Add +45.1% 283 $141K
Morgan Dempsey Capital Management LLC 0.05% Add +45.5% 240 $119K
Cooksen Wealth, LLC 0.09% No change 229 $114K
Avondale Wealth Management 0.06% Add +104.5% 225 $112K
Strengthening Families & Communities, LLC 0.06% Reduce -13.3% 280 $105K
Bellevue Group AG 0.00% No change 203 $101K
Kessler Investment Group, LLC 0.04% Reduce -6.5% 201 $100K
POM Investment Strategies, LLC 0.07% Reduce -58.8% 192 $96K
Gleason Group, Inc. 0.01% Reduce -1.1% 189 $94K
Carolina Wealth Advisors, LLC 0.04% Add +13.0% 183 $91K
Perritt Capital Management Inc 0.05% Reduce -43.8% 181 $90K
Conquis Financial LLC 0.08% Reduce -72.8% 163 $81K
Compound Global Advisors, LLC 7.07% Reduce -93.8% 156 $78K
MilWealth Group LLC 0.02% No change 140 $70K
Legend Financial Advisors, Inc. 0.05% New 138 $69K
PayPay Securities Corp 3.06% Add +29.9% 126 $63K
University of Illinois Foundation 0.02% New 100 $50K
Christopher J. Hasenberg, Inc 0.02% No change 95 $47K
Fiduciary Advisors, Inc. 0.04% No change 90 $45K
DB Fitzpatrick & Co, Inc 0.04% No change 83 $41K
SIMA Wealth Partners, LLC 0.03% No change 80 $40K
Newton One Investments LLC 0.01% No change 75 $37K
Westend Capital Management, LLC 0.01% Add +386.7% 73 $36K
ROSS\JOHNSON & Associates LLC 0.71% Reduce -55.8% 69 $34K
Bulwark Capital Corp 0.03% — 64 $32K
Longfellow Investment Management Co. LLC 0.01% Add +51.3% 59 $29K
IFS Advisors, LLC 0.02% Reduce -62.7% 56 $28K
Ball & Co Wealth Management Inc. 0.03% No change 56 $28K
Richardson Capital Management LLC 0.01% Reduce -14.1% 55 $28K
Legacy Advisors, LLC 0.39% — 12,310 $25K
Financially Speaking Inc 0.01% New 44 $22K
Eisler Capital Management Ltd. 0.00% Reduce -100.0% 25 $12K
Affinity Wealth LLC 0.01% New 23 $11K
Contravisory Investment Management, Inc. 0.00% Reduce -99.9% 21 $10K
Icon Advisers Inc. 0.00% New 15 $7K
Berkshire Capital Holdings Inc. 0.00% No change 10 $5K
Bridge Generations Wealth Management LLC 0.00% No change 7 $3K
PEAK6 LLC 0.00% Reduce -100.0% 3 $2K

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