MicrosoftMSFT

13F holders, Q4 2025 (December 31)
6,326holders +462
81new positions
105sold out
35famous investors
$483.42avg. 13F price*

At the end of Q4 2025, 6,326 institutions reported holding Microsoft Corp. (MSFT) in their 13F filings, up 462 from Q3 2025. 81 opened new positions and 105 sold out. The largest holders were Vanguard Group Inc. ($347.2B), BlackRock, Inc. ($291.1B) and State Street Corp. ($148.1B). 35 famous investors held it, including Chris Hohn (15.1% of TCI Fund Management's portfolio), Bill Gates / Michael Larson (10.5% of Gates Foundation Trust's portfolio) and Brad Gerstner (9.3% of Altimeter Capital Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions81$7.6B
Exits105$3.4B

All 13F filers, Q3 2025 → Q4 2025: 200,683,834 shares bought and 137,622,024 shares sold, net +63,061,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6,326 holders

Vanguard Group Inc. 5.03% Add +2.3% 717,942,580 $347.2B
BlackRock, Inc. 4.95% Add +1.7% 601,897,495 $291.1B
State Street Corp. 4.97% Add +2.1% 306,150,608 $148.1B
FMR LLC 4.97% Reduce -4.5% 200,948,745 $97.2B
Geode Capital Management, LLC 5.43% Add +1.1% 182,618,400 $88.1B
JPMorgan Chase & Co. 4.82% Reduce -7.0% 147,759,850 $71.5B
T. Rowe Price Associates Inc. 6.57% Reduce -4.9% 125,709,121 $60.8B
Morgan Stanley 3.50% Add +0.8% 121,220,561 $58.6B
Invesco Ltd. 4.83% Add +133.3% 105,717,883 $51.1B
Norges Bank 5.42% — 104,761,241 $50.7B
Capital International Investors 6.21% Add +2.8% 81,585,381 $39.5B
Northern Trust Corp. 4.92% Reduce -1.7% 79,779,930 $38.6B
Capital Research Global Investors 6.55% Add +0.9% 73,324,435 $35.5B
Bank of America Corp. 2.57% Add +2.0% 73,121,371 $35.4B
Capital World Investors 4.26% Reduce -3.4% 64,466,167 $31.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 6.15% Add +1.1% 60,172,863 $29.1B
Bank of New York Mellon Corp 4.64% Reduce -1.7% 54,438,235 $26.3B
Goldman Sachs Group Inc. 3.54% Reduce -5.8% 51,400,668 $24.9B
Legal & General Group Plc 5.48% Reduce -1.7% 51,092,621 $24.7B
Charles Schwab Investment Management Inc. 3.83% Add +0.3% 50,931,576 $24.6B
Wellington Management Group LLP 4.15% Reduce -5.2% 48,909,443 $23.7B
Nuveen, LLC 6.11% Reduce -2.6% 48,160,846 $23.3B
Franklin Resources Inc. 4.81% Reduce -0.5% 39,970,877 $19.3B
Royal Bank of Canada 3.19% Reduce -1.2% 37,457,336 $18.1B
Alliancebernstein L.P. 5.51% Reduce -2.4% 36,082,677 $17.5B
Wells Fargo & Company 3.14% Reduce -1.7% 33,149,320 $16.0B
Ameriprise Financial Inc. 3.60% Reduce -0.1% 32,821,639 $15.9B
Amundi 4.68% Add +0.2% 31,860,478 $15.4B
Deutsche Bank AG 5.00% Reduce -1.3% 31,734,061 $15.3B
UBS Group AG 2.69% Reduce -7.6% 28,044,188 $13.6B
Massachusetts Financial Services Co. 4.23% Reduce -10.7% 27,071,322 $13.1B
Janus Henderson Group PLC 5.78% Reduce -7.6% 26,798,499 $12.9B
Dimensional Fund Advisors LP 2.69% Add +2.4% 26,538,935 $12.8B
Fisher Asset Management 4.18% Add +1.8% 25,300,410 $12.2B
Barclays PLC 4.69% Reduce -11.4% 24,113,170 $11.7B
HSBC Holdings PLC 6.10% Add +2.1% 22,138,798 $10.7B
California Public Employees Retirement System 5.84% Add +8.9% 21,124,113 $10.2B
Jennison Associates LLC 6.11% Reduce -1.9% 21,051,290 $10.2B
Swiss National Bank 5.57% Reduce -4.9% 19,350,650 $9.4B
Sumitomo Mitsui Trust Group, Inc. 5.29% Reduce -2.6% 18,621,473 $9.0B
Mitsubishi UFJ Asset Management Co., Ltd. 5.99% Add +3.9% 18,680,520 $8.8B
Raymond James Financial Inc. 2.60% Add +0.9% 17,255,907 $8.3B
TCI Fund Management 15.13% Add +1.1% 16,781,953 $8.1B
Schroder Investment Management Group 5.83% Add +2.6% 15,881,388 $7.7B
American Century Companies Inc. 3.69% Reduce -2.5% 15,124,398 $7.3B
Principal Financial Group Inc. 3.67% Reduce -1.1% 14,858,135 $7.2B
Swedbank AB 6.92% Add +5.1% 14,784,579 $7.2B
Arrowstreet Capital, Limited Partnership 4.18% Add +17.2% 14,771,001 $7.1B
National Pension Service 5.20% Add +1.5% 14,508,829 $7.0B
Nordea Investment Management AB 5.91% Add +0.2% 14,194,502 $6.9B
Bank of Montreal 2.83% Reduce -0.8% 14,201,244 $6.9B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5.86% Reduce -10.4% 13,686,955 $6.6B
Rhumbline Advisers 5.21% Reduce -3.6% 13,331,441 $6.4B
Victory Capital Management Inc. 3.59% Add +12.0% 13,047,023 $6.3B
BNP Paribas Financial Markets 4.03% Add +77.6% 12,982,259 $6.3B
Canada Pension Plan Investment Board 4.08% Add +1.6% 12,615,044 $6.1B
Sanders Capital, LLC 6.77% Reduce -1.1% 12,150,215 $5.9B
Citigroup Inc. 3.92% Add +23.9% 11,845,163 $5.7B
Neuberger Berman Group LLC 4.23% Add +0.7% 11,752,989 $5.7B
California State Teachers Retirement System 5.31% Reduce -1.6% 10,967,008 $5.3B
Manufacturers Life Insurance Company, The 4.34% Add +10.9% 10,812,255 $5.2B
T. Rowe Price Investment Management, Inc. 3.30% Reduce -11.7% 10,783,696 $5.2B
Assenagon Asset Management S.A. 7.81% Add +6.3% 10,756,943 $5.2B
Brown Advisory Inc. 7.25% Reduce -5.5% 10,751,255 $5.2B
Envestnet Asset Management Inc. 1.50% Reduce -5.5% 10,429,019 $5.0B
State Farm Mutual Automobile Insurance Co. 3.94% Reduce -1.9% 10,360,148 $5.0B
Clearbridge Investments, LLC 4.02% Reduce -12.9% 10,357,897 $5.0B
LPL Financial LLC 1.32% Add +5.3% 10,008,020 $4.8B
National Bank of Canada 4.92% Add +20.2% 9,913,440 $4.8B
Voya Investment Management LLC 5.37% Reduce -6.5% 9,819,536 $4.7B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 5.37% New 9,684,778 $4.7B
TD Asset Management Inc 3.64% Reduce -0.8% 9,346,429 $4.5B
PNC Financial Services Group, Inc. 2.42% Reduce -1.3% 9,145,243 $4.4B
FIL Ltd 3.21% Add +3.2% 8,850,129 $4.3B
New York State Common Retirement Fund 5.71% Reduce -4.3% 8,849,381 $4.3B
Russell Investments Group, Ltd. 4.61% Add +2.0% 8,707,573 $4.2B
Aberdeen Group plc 6.41% Reduce -1.4% 8,560,474 $4.1B
Robeco Institutional Asset Management B.V. 5.48% Add +1.0% 7,951,743 $3.8B
Gates Foundation Trust 10.52% Reduce -16.3% 7,691,207 $3.7B
Fayez Sarofim & Co 8.91% Reduce -1.9% 7,672,464 $3.7B
Allianz Asset Management GmbH 4.13% Add +14.0% 7,452,381 $3.6B
Dodge & Cox 1.94% Reduce -5.5% 7,441,750 $3.6B
Pictet Asset Management Holding SA 3.46% Add +5.4% 7,359,823 $3.6B
Primecap Management Co. 2.67% Reduce -13.1% 7,287,520 $3.5B
Prudential Financial Inc. 4.17% Reduce -7.3% 7,135,999 $3.5B
Sei Investments Co. 3.40% Add +6.2% 7,111,821 $3.4B
Universal- Beteiligungs- und Servicegesellschaft mbH 5.64% Reduce -0.8% 7,051,592 $3.4B
Stifel Financial Corp. 3.05% Reduce -1.5% 7,017,906 $3.4B
Aviva PLC 5.65% Add +5.2% 6,925,310 $3.3B
D. E. Shaw & Co. 2.70% Reduce -7.5% 6,867,720 $3.3B
Ensign Peak Advisors, Inc 5.80% Reduce -2.6% 6,788,744 $3.3B
SG Americas Securities, LLC 4.33% Add +5138.7% 6,746,017 $3.3B
DekaBank Deutsche Girozentrale 5.63% Reduce -3.9% 7,417,273 $3.3B
Adage Capital Partners Gp, L.L.C. 4.85% Reduce -2.3% 6,627,143 $3.2B
Ninety One UK Ltd 6.84% Reduce -11.6% 6,592,893 $3.2B
State Board of Administration of Florida Retirement System 5.61% Reduce -2.9% 6,560,549 $3.2B
CIBC Private Wealth Group LLC 5.34% Reduce -0.9% 6,533,586 $3.2B
Bessemer Group Inc. 4.74% Reduce -14.8% 6,384,043 $3.1B
Winslow Capital Management, LLC 10.28% Reduce -4.5% 6,334,918 $3.1B
AQR Capital Management 1.59% Add +0.4% 6,265,601 $3.0B
CANADA LIFE ASSURANCE Co 5.21% Reduce -22.9% 6,194,176 $3.0B
Natixis Advisors, LLC 4.23% Reduce -1.6% 6,172,577 $3.0B
New York State Teachers Retirement System 5.69% Reduce -2.6% 6,056,277 $2.9B
Corient Private Wealth LP 3.97% Add +13.2% 6,035,222 $2.9B
Loomis Sayles & Co. L P 3.50% Reduce -1.6% 5,996,682 $2.9B
Royal London Asset Management Ltd. 6.06% Reduce -3.0% 5,959,212 $2.9B
Bank of Nova Scotia 4.26% Add +56.4% 5,921,816 $2.9B
Credit Agricole S A 7.87% Add +23.8% 5,908,501 $2.9B
ProShare Advisors LLC 4.94% Add +21.9% 5,790,914 $2.8B
Nomura Asset Management International Inc. 4.20% — 5,750,604 $2.8B
APG Asset Management N.V. 7.82% Reduce -1.2% 6,689,748 $2.8B
Baird Financial Group, Inc. 4.26% Add +1.5% 5,653,730 $2.7B
1832 Asset Management L.P. 3.49% Add +23.1% 5,645,286 $2.7B
KBC Group NV 6.20% Add +2.9% 5,625,098 $2.7B
Mackenzie Financial Corp. 3.19% Reduce -6.8% 5,529,671 $2.7B
Baillie Gifford & Co. 2.23% Reduce -5.4% 5,544,839 $2.7B
Tiger Global Management 8.92% Reduce -16.4% 5,477,747 $2.6B
US Bancorp \de 3.06% Reduce -0.6% 5,405,764 $2.6B
Korea Investment CORP 5.14% Add +0.5% 5,397,825 $2.6B
Mariner, LLC 3.10% Add +10.2% 5,374,644 $2.6B
Danske Bank A/S 5.96% Add +5.7% 5,303,320 $2.6B
GMO 6.51% Add +6.2% 5,267,686 $2.5B
Coatue Management 6.26% Add +11.4% 5,171,976 $2.5B
Caisse de depot et placement du Quebec 4.20% Add +4.3% 5,119,538 $2.5B
DNB Asset Management AS 8.60% Add +6.7% 5,096,428 $2.5B
HighTower Advisors, LLC 2.65% Reduce -0.4% 5,005,163 $2.4B
Fred Alger Management, LLC 9.47% Add +6.0% 4,993,130 $2.4B
Lazard Asset Management LLC 4.05% Reduce -35.3% 4,925,233 $2.4B
Zurcher Kantonalbank (Zurich Cantonalbank) 5.06% Add +10.5% 4,845,330 $2.3B
Chevy Chase Trust Holdings, LLC 5.91% Reduce -1.1% 4,520,334 $2.2B
Parnassus Investments, LLC 5.65% Reduce -3.9% 4,505,495 $2.2B
Storebrand Asset Management As 5.83% Reduce -1.8% 4,492,730 $2.2B
Bank Julius Baer & Co. Ltd, Zurich 5.94% Reduce -0.2% 4,446,041 $2.2B
Focus Partners Wealth 2.45% Add +58.3% 4,434,417 $2.1B
First Manhattan Co. Llc. 5.54% Reduce -0.1% 4,358,015 $2.1B
Alecta Tjanstepension Omsesidigt 9.14% No change 4,300,000 $2.1B
Truist Financial Corp. 2.76% Add +0.4% 4,276,821 $2.1B
Eurizon Capital SGR S.p.A. 6.36% — 4,217,929 $2.0B
PFA Pension, Forsikringsaktieselskab 5.72% — 4,136,781 $2.0B
Soroban Capital Partners LP 14.72% Reduce -2.6% 3,887,135 $2.0B
Generation Investment Management LLP 13.85% Reduce -13.0% 4,128,300 $2.0B
Los Angeles Capital Management LLC 6.77% Add +2.6% 3,779,345 $2.0B
Thrivent Financial for Lutherans 3.52% Add +7.0% 4,017,473 $1.9B
Nomura Asset Management Co. Ltd. 4.87% Reduce -0.3% 3,972,582 $1.9B
Rockefeller Capital Management L.P. 3.44% Add +3.9% 3,948,766 $1.9B
Acadian Asset Management LLC 3.14% Add +7.7% 3,948,433 $1.9B
Polen Capital Management LLC 8.08% Reduce -22.1% 3,909,985 $1.9B
Eagle Capital Management LLC 5.86% Reduce -1.5% 3,893,229 $1.9B
Mitsubishi UFJ Trust & Banking Corp 4.39% Reduce -7.3% 3,824,303 $1.8B
Toronto Dominion Bank 3.28% Add +1.6% 3,804,210 $1.8B
Cerity Partners LLC 2.68% Add +3.8% 3,803,858 $1.8B
Skandinaviska Enskilda Banken AB (publ) 7.36% Reduce -0.4% 3,798,188 $1.8B
Handelsbanken Fonder AB 5.49% Reduce -1.1% 3,760,592 $1.8B
Marshall Wace, LLP 1.76% Reduce -42.3% 3,750,845 $1.8B
Mirae Asset Global Investments Co., Ltd. 5.01% Add +10.1% 3,732,578 $1.8B
Union Bancaire Privee, UBP SA 21.50% Add +24.8% 1,048,245 $1.8B
State of Wisconsin Investment Board 3.98% Reduce -4.2% 3,669,627 $1.8B
Public Employees Retirement Association of Colorado 6.52% Add +0.3% 3,665,406 $1.8B
First Trust Advisors LP 1.28% Add +12.7% 3,630,393 $1.8B
Quantinno Capital Management LP 3.48% Add +28.7% 3,575,728 $1.7B
Blair William & Co. 4.64% Reduce -0.9% 3,574,568 $1.7B
Aristotle Capital Management, LLC 3.41% Reduce -4.1% 3,522,958 $1.7B
Creative Planning 1.22% Add +5.2% 3,517,731 $1.7B
Rathbones Group PLC 6.64% Add +0.6% 3,512,321 $1.7B
Public Sector Pension Investment Board 5.70% Add +18.2% 3,500,156 $1.7B
William Blair Investment Management, LLC 4.71% Reduce -9.0% 3,490,302 $1.7B
Treasurer of the State of North Carolina 5.31% Reduce -5.4% 3,429,487 $1.7B
Asset Management One Co., Ltd. 4.61% Add +2.1% 3,405,573 $1.7B
Man Group plc 3.20% Add +6.0% 3,402,359 $1.6B
Allspring Global Investments Holdings, LLC 2.64% Reduce -1.3% 3,442,207 $1.6B
Citadel Advisors 1.09% Reduce -17.8% 3,263,409 $1.6B
Fiera Capital Corp 4.98% Reduce -4.0% 3,249,696 $1.6B
Viking Global Investors 4.13% Add +32.5% 3,217,642 $1.6B
Daiwa Securities Group Inc. 4.98% Add +9.5% 3,163,712 $1.5B
Commonwealth Equity Services, LLC 2.03% Reduce -6.5% 3,141,022 $1.5B
Flossbach Von Storch SE 6.02% Reduce -8.0% 3,137,572 $1.5B
Public Employees Retirement System of Ohio 4.68% Reduce -7.6% 3,105,779 $1.5B
Vontobel Holding Ltd. 4.90% Reduce -13.9% 3,071,009 $1.5B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.24% Reduce -1.5% 3,067,060 $1.5B
Federated Hermes, Inc. 2.46% Add +12.3% 3,038,870 $1.5B
Wealth Enhancement Advisory Services, LLC 1.96% Add +2.4% 3,016,190 $1.4B
King Luther Capital Management Corp. 5.90% Add +2.2% 2,975,618 $1.4B
STRS Ohio 5.34% Reduce -5.8% 2,961,596 $1.4B
Panagora Asset Management Inc. 5.06% Add +13.0% 2,953,277 $1.4B
PineStone Asset Management Inc. 8.81% Add +0.8% 2,931,514 $1.4B
Fifth Third Bancorp 4.42% Reduce -0.0% 2,876,312 $1.4B
Menora Mivtachim Holdings LTD. 6.50% Add +0.5% 2,857,325 $1.4B
Clear Street Group Inc. 7.20% Add +0.2% 2,847,155 $1.4B
KLP Kapitalforvaltning As 5.31% Add +1.6% 2,844,208 $1.4B
Keybank National Association 4.81% Add +5.8% 2,775,813 $1.3B
Captrust Financial Advisors 2.55% Add +6.6% 2,770,608 $1.3B
Cetera Investment Advisers 1.46% Add +4.0% 2,754,317 $1.3B
CIBC Asset Management Inc 3.21% Add +31.1% 2,752,951 $1.3B
Temasek Holdings (Private) Ltd 4.22% Add +41.3% 2,703,988 $1.3B
AMF Tjanstepension AB 8.08% Add +0.3% 2,695,435 $1.3B
Lansforsakringar Fondforvaltning AB (publ) 6.41% Add +1.4% 2,681,417 $1.3B
Two Sigma Advisers, LP 2.51% Reduce -8.7% 2,673,180 $1.3B
CI Investments Inc. 5.66% Reduce -3.4% 2,668,154 $1.3B
AustralianSuper Pty Ltd 5.98% Reduce -15.3% 2,660,861 $1.3B
Retirement Systems of Alabama 4.12% Reduce -0.2% 2,627,257 $1.3B
Mawer Investment Management Ltd. 7.12% Reduce -0.8% 2,626,566 $1.3B
Candriam S.C.A. 6.27% Reduce -0.6% 2,589,450 $1.3B
Swiss Life Asset Management Ltd 6.31% Add +1.6% 2,559,642 $1.2B
Cibc World Markets Corp. 6.19% — 2,551,595 $1.2B
UniSuper Management Pty Ltd 7.30% Reduce -1.3% 2,520,091 $1.2B
Cibc World Market Inc. 2.17% Add +70.8% 2,503,744 $1.2B
Employees Provident Fund Board 8.89% Add +12.6% 2,500,608 $1.2B
Sands Capital Management, LLC 3.63% Reduce -13.8% 2,470,769 $1.2B
M&G PLC 6.29% Add +5.1% 2,423,543 $1.2B
State of New Jersey Common Pension Fund D 4.21% Reduce -2.1% 2,410,221 $1.2B
Osaic Holdings, Inc. 1.69% Reduce -6.7% 2,388,371 $1.2B
Resona Asset Management Co.,Ltd. 5.49% Add +1.0% 2,356,265 $1.1B
Cardano Risk Management B.V. 11.46% Add +0.8% 2,356,825 $1.1B
State of Tennessee, Department of Treasury 3.57% Reduce -0.1% 2,592,119 $1.1B
Millennium Management 0.82% Reduce -33.3% 2,291,238 $1.1B
Axiom Investors LLC 9.52% Reduce -8.9% 2,242,376 $1.1B
State of Michigan Retirement System 5.25% Reduce -2.7% 2,233,867 $1.1B
Teacher Retirement System of Texas 3.70% Add +11.7% 2,214,496 $1.1B
Farallon Capital Management, L.L.C. 5.57% Add +15.7% 2,214,079 $1.1B
NEOS Investment Management LLC 6.00% Add +28.6% 2,143,404 $1.0B
Fort Washington Investment Advisors Inc. 5.51% Add +0.3% 2,137,491 $1.0B
Life Cycle Investment Partners Ltd 7.23% — 2,136,471 $1.0B
Nisa Investment Advisors, LLC 3.41% Reduce -2.7% 2,134,946 $1.0B
Calamos Advisors LLC 6.09% Reduce -3.1% 2,128,249 $1.0B
Janney Montgomery Scott LLC 2.34% Reduce -0.2% 2,109,055 $1.0B
Veritas Asset Management LLP 10.32% Reduce -4.4% 2,085,994 $1.0B
Altarock Partners LP 19.75% Reduce -18.9% 2,082,357 $1.0B
Healthcare of Ontario Pension Plan Trust Fund 1.72% Reduce -26.0% 2,081,551 $1.0B
Point72 Asset Management 1.65% Reduce -19.6% 2,081,504 $1.0B
Fundsmith 5.88% Reduce -19.5% 2,079,971 $1.0B
MetLife Investment Management, LLC 4.84% Reduce -4.5% 2,067,593 $999.9M
Sustainable Growth Advisers, LP 6.89% Reduce -19.7% 2,055,077 $993.9M
Susquehanna International Group, LLP 1.35% Reduce -22.6% 2,031,786 $982.6M
Scotia Capital Inc. 3.96% Add +1.4% 2,031,965 $982.6M
Worldquant Millennium Advisors LLC 3.81% Add +3.0% 2,031,365 $982.4M
M&T Bank Corp 3.15% Add +3.1% 2,027,311 $980.4M
Northwestern Mutual Wealth Management Co. 0.62% Add +3.8% 2,015,858 $974.9M
Arizona State Retirement System 5.25% Reduce -3.3% 1,993,631 $964.2M
Alkeon Capital Management LLC 4.18% No change 1,976,176 $955.7M
Mercer Global Advisors Inc. 1.45% Add +10.3% 1,975,658 $953.7M
Lido Advisors, LLC 3.76% Add +0.7% 1,852,654 $948.7M
Czech National Bank 6.15% Add +3.8% 1,959,620 $947.7M
WCM Investment Management, LLC 1.95% Reduce -0.6% 1,942,966 $947.2M
Commerce Bank 5.15% Reduce -0.5% 1,930,121 $933.4M
Mairs & Power Inc. 8.90% Add +0.4% 1,912,896 $925.1M
Forsta Ap-Fonden 5.51% Reduce -1.6% 1,910,900 $924.1M
Assetmark, Inc. 1.88% Add +2.7% 1,906,714 $922.1M
USS Investment Management Ltd 4.55% Add +3.1% 1,894,159 $916.1M
Unisphere Establishment 6.82% Add +5.0% 1,887,450 $912.8M
Xponance LLC 6.78% Add +2.0% 1,867,496 $903.2M
Brown Brothers Harriman & Co. 4.91% Add +0.1% 1,863,079 $901.0M
ING Groep NV 5.39% Reduce -42.8% 1,846,440 $893.0M
Bahl & Gaynor LLC 4.50% Add +9.1% 1,836,423 $888.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 8.02% Reduce -0.6% 1,841,271 $884.9M
Pinebridge Investments LLC 6.51% — 1,827,035 $883.6M
Jacobs Levy Equity Management, Inc. 3.41% Reduce -7.3% 1,824,986 $882.6M
Lord, Abbett & Co. LLC 2.81% Add +0.3% 1,809,296 $875.0M
Macquarie Group Ltd. 3.80% Reduce -76.2% 1,793,435 $867.3M
ABN AMRO Bank N.V. 8.11% Add +11.1% 1,784,967 $861.9M
Pathstone Holdings, LLC 3.32% Add +1.1% 1,779,853 $861.2M
Egerton Capital (UK) LLP 9.19% Reduce -3.4% 1,748,656 $845.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 5.03% Add +2.2% 1,747,280 $845.0M
Sarasin & Partners LLP 8.74% Reduce -12.3% 1,740,029 $841.5M
Nissay Asset Management Corp. /Japan 4.37% Reduce -1.2% 1,738,845 $840.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 4.24% Reduce -3.1% 1,728,813 $836.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 4.39% Add +7.3% 1,717,370 $830.6M
Tredje AP-fonden 6.22% Reduce -15.0% 1,707,644 $825.9M
Qube Research & Technologies Ltd 1.18% Add +11.6% 1,697,299 $820.9M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 11.36% Add +188.6% 1,691,966 $818.3M
Banque Pictet & Cie SA 8.17% Add +89.6% 1,694,408 $816.1M
B. Metzler seel. Sohn & Co. AG 7.08% Add +8.5% 1,675,512 $811.7M
Jones Financial Companies LLLP 0.49% Add +12.8% 1,677,698 $811.4M
Comerica Bank 3.20% Reduce -5.2% 1,658,593 $802.1M
DSM Capital Partners LLC 11.80% Reduce -0.3% 1,646,502 $796.3M
Capital Wealth Planning, LLC 5.12% Add +15.0% 1,649,156 $790.9M
Westfield Capital Management Co. LP 3.27% Reduce -4.9% 1,621,219 $784.1M
Mirova US LLC 7.87% Reduce -14.0% 1,621,063 $784.0M
OMERS ADMINISTRATION Corp 5.53% Add +1.1% 1,603,044 $775.3M
TCW Group Inc. 5.55% Add +11.2% 1,601,898 $774.7M
Impax Asset Management Group plc 4.82% Add +2.1% 1,591,543 $769.7M
Capitolis Liquid Global Markets LLC 4.57% Add +31.1% 1,582,878 $765.5M
Montrusco Bolton Investments Inc. 9.46% Reduce -6.1% 1,613,524 $759.5M
Amalgamated Bank 5.48% Reduce -4.9% 1,568,576 $758.6M
Glenmede Trust Co. NA 3.57% — 1,558,363 $753.7M
Squarepoint Ops LLC 1.52% Reduce -7.1% 1,554,728 $751.9M
Federation des caisses Desjardins du Quebec 2.85% Add +2.9% 1,542,703 $746.0M
LGT Group Foundation 8.10% Reduce -0.1% 1,525,288 $743.5M
Balyasny Asset Management L.P. 1.43% Reduce -26.8% 1,517,769 $734.0M
Compagnie Lombard Odier SCmA 7.95% Reduce -0.3% 1,512,555 $731.5M
NewEdge Advisors, LLC 2.65% Add +41.0% 1,512,385 $731.4M
Zurich Insurance Group Ltd 5.06% Reduce -6.5% 1,509,172 $729.9M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 7.79% No change 1,500,000 $725.4M
BlueSpruce Investments, LP 18.30% Reduce -3.2% 1,482,665 $717.0M
Everett Harris & Co. 8.60% Reduce -1.1% 1,465,184 $708.6M
Cable Car Capital, LP 45.38% New 1,455,200 $703.8M
Alphinity Investment Management Pty Ltd 7.10% Reduce -5.6% 1,450,062 $701.3M
Gateway Investment Advisers LLC 6.47% Add +0.2% 1,439,246 $696.0M
MML Investors Services, LLC 1.69% Add +9.1% 1,435,963 $694.5M
Tidal Investments LLC 2.91% Add +20.9% 1,432,561 $692.8M
Employees Retirement System of Texas 6.57% Add +11.2% 1,427,610 $690.4M
Rafferty Asset Management, LLC 2.37% Add +1.0% 1,419,468 $686.5M
IFM Investors Pty Ltd 5.64% Add +1.4% 1,399,231 $676.7M
AEGON ASSET MANAGEMENT UK Plc 7.98% Reduce -1.8% 1,385,946 $670.2M
BI Asset Management Fondsmaeglerselskab A/S 5.88% Add +1.1% 1,399,840 $666.7M
PensionDanmark Pensionsforsikringsaktieselskab 5.99% — 1,364,327 $659.8M
Van Lanschot Kempen Investment Management N.V. 5.64% Add +1.8% 1,361,292 $658.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 5.12% Add +1.5% 1,345,944 $650.9M
Ursa Fund Management, LLC 55.72% New 1,337,400 $646.8M
Jensen Investment Management Inc. 10.10% Reduce -12.7% 1,326,840 $641.7M
&partners 3.35% Add +21.3% 1,324,960 $640.9M
Alyeska Investment Group, L.P. 1.79% Add +111.5% 1,310,575 $633.8M
Capital International, Inc. 5.00% Add +1.1% 1,308,907 $633.0M
Holocene Advisors, LP 1.33% Reduce -50.9% 1,307,913 $632.5M
Woodline Partners LP 2.44% Add +9.6% 1,302,633 $630.0M
Mn Services Vermogensbeheer B.V. 3.84% Add +2.3% 1,291,049 $624.4M
Van Eck Associates Corp. 0.51% Add +42.0% 1,279,996 $619.0M
Altimeter Capital Management 9.27% Add +9.9% 1,277,352 $617.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 5.13% Reduce -1.6% 1,267,509 $613.0M
Magellan Asset Management Ltd 7.43% Add +2.6% 1,263,231 $610.9M
Meritage Group LP 18.98% Add +12.2% 1,262,311 $610.5M
Cantillon Capital Management LLC 3.30% Add +0.8% 1,262,019 $610.3M
Lone Pine Capital 4.38% Add +2.1% 1,234,125 $596.8M
Cambridge Investment Research Advisors, Inc. 1.58% Add +1.5% 1,234,002 $596.8M
Utah Retirement Systems 5.64% Reduce -0.0% 1,225,361 $592.6M
Allen Investment Management, LLC 6.53% Reduce -4.4% 1,218,503 $589.3M
W1M Asset Management Ltd 6.10% Add +498.2% 1,214,325 $587.3M
Crake Asset Management LLP 22.85% Add +63.8% 1,206,424 $583.5M
Regions Financial Corp. 3.72% Reduce -0.8% 1,202,866 $581.7M
Banco Bilbao Vizcaya Argentaria, S.A. 4.03% Add +2.4% 1,194,041 $578.0M
LBP Am SA 6.70% Reduce -0.1% 1,195,004 $577.9M
O'shaughnessy Asset Management, LLC 3.17% Add +0.5% 1,186,581 $573.9M
Cincinnati Insurance Co. 8.75% No change 1,183,997 $572.6M
Huntington National Bank 4.63% Add +0.2% 1,182,255 $571.8M
Haverford Trust Co 5.03% Reduce -0.4% 1,167,460 $564.6M
Connor, Clark & Lunn Investment Management Ltd. 1.46% Reduce -0.9% 1,151,601 $556.9M
Maverick Capital 5.98% Add +23.5% 1,150,498 $556.4M
DDD Partners, LLC 35.36% Add +0.5% 1,148,952 $555.7M
Vulcan Value Partners, LLC 9.96% Reduce -3.7% 1,141,578 $552.0M
Varma Mutual Pension Insurance Co 3.33% Reduce -2.0% 1,139,676 $551.2M
Vanguard Personalized Indexing Management, LLC 5.37% Add +1.5% 1,138,269 $550.5M
Police & Firemen's Retirement System of New Jersey 4.57% Reduce -5.0% 1,136,300 $549.5M
Railway Pension Investments Ltd 6.37% Add +19.9% 1,121,510 $542.4M
Rakuten Investment Management, Inc. 1.82% Add +7429.0% 1,107,445 $539.4M
Ofi Invest Asset Management 7.66% Add +35.2% 1,298,495 $536.4M
Jane Street Group, LLC 0.64% Add +27.4% 1,108,104 $535.9M
Teachers Retirement System of the State of Kentucky 4.01% Reduce -0.5% 1,106,904 $535.3M
Ieq Capital, LLC 1.58% Add +1.9% 1,092,493 $528.4M
New York Life Investment Management LLC 4.52% Add +2.0% 1,084,824 $524.6M
Erste Asset Management GmbH 4.39% Add +13.9% 1,073,443 $522.6M
Quilter Plc 8.77% Add +1.3% 1,079,909 $522.3M
Banque Transatlantique SA 12.58% Reduce -3.3% 1,074,212 $519.0M
Cwm, LLC 1.40% Add +5.9% 1,070,954 $517.9M
QRG Capital Management, Inc. 5.74% Add +5.9% 1,065,907 $515.5M
Polar Capital Holdings Plc 2.35% Reduce -20.8% 1,064,849 $515.0M
Saturna Capital Corp. 6.82% Reduce -4.5% 1,063,439 $514.3M
Carmignac Gestion 6.94% Add +142.6% 1,061,153 $513.3M
Intech Investment Management LLC 4.58% Add +22.5% 1,059,955 $512.6M
Mediolanum International Funds Ltd 5.11% Add +4.0% 1,049,068 $511.4M
Groupama Asset Managment 7.54% Reduce -1.6% 1,057,164 $510.5M
Newlands Management Operations LLC 2.62% No change 1,050,322 $508.0M
Lazard Freres Gestion S.A.S. 9.07% Add +2.3% 1,040,819 $503.4M
Danica Pension, Livsforsikringsaktieselskab 7.24% Add +9.6% 1,038,404 $502.2M
Comgest Global Investors S.A.S. 8.92% Reduce -3.5% 1,035,423 $500.8M
Banco Santander, S.A. 3.75% Add +24.4% 1,034,547 $500.3M
AE Wealth Management LLC 2.86% Add +17.2% 1,031,541 $498.9M
Voyager Global Management LP 14.50% Add +28.1% 1,025,000 $495.7M
Ako Capital LLP 7.52% Reduce -4.5% 1,020,715 $493.6M
Zacks Investment Management 3.86% Reduce -0.9% 1,017,084 $491.9M
iA Global Asset Management Inc. 6.26% Add +12.1% 1,014,970 $490.9M
Factory Mutual Insurance Co. 4.95% Reduce -4.0% 1,008,818 $487.9M
MAI Capital Management 2.81% Add +7.2% 1,004,159 $485.6M
Williams Jones Wealth Management, LLC. 5.48% Add +7.3% 1,002,840 $485.0M
ASR Vermogensbeheer N.V. 5.63% Add +0.7% 1,001,691 $484.4M
Boston Trust Walden Corp 3.65% Reduce -5.1% 1,000,740 $484.0M
First Foundation Advisors 18.23% Reduce -0.3% 999,611 $483.4M
Longview Partners (Guernsey) LTD 4.99% Reduce -5.1% 988,547 $478.1M
Local Pensions Partnership Investment Ltd 8.41% No change 987,649 $477.7M
Bridgewater Associates 1.74% Reduce -10.3% 984,091 $475.9M
Chilton Investment Co. Inc. 9.93% Add +2.6% 982,395 $475.1M
Ferguson Wellman Capital Management, Inc. 7.60% Add +1.0% 980,292 $474.1M
Whittier Trust Co. 5.13% Add +1.6% 990,128 $473.8M
Sanctuary Advisors, LLC 2.58% Add +0.9% 977,087 $472.5M
Bartlett & Co. Wealth Management LLC 6.17% Reduce -0.6% 974,883 $471.5M
Kestra Advisory Services, LLC 1.93% Add +8.1% 969,065 $468.7M
Voloridge Investment Management, LLC 1.64% Reduce -46.1% 965,521 $466.9M
Yacktman Asset Management 6.52% Reduce -6.2% 963,825 $466.1M
TD Waterhouse Canada Inc. 2.90% Add +1.4% 962,834 $465.6M
DAVENPORT & Co LLC 2.52% Add +3.8% 959,701 $464.6M
OP Asset Management Ltd 5.52% Add +12.6% 960,704 $464.6M
State of Alaska, Department of Revenue 4.87% Reduce -5.8% 946,100 $457.6M
Guggenheim Capital LLC 3.36% Reduce -6.6% 944,334 $456.7M
Empower Advisory Group, LLC 1.22% Reduce -0.8% 935,599 $452.5M
HM Payson & Co. 6.31% Add +0.2% 925,763 $447.7M
Third Point 6.17% Reduce -15.9% 925,000 $447.3M
Groupe la Francaise 6.48% Reduce -17.3% 924,369 $443.3M
Vinva Investment Management Ltd 5.52% Add +54.6% 908,934 $443.1M
Cullen/Frost Bankers, Inc. 4.82% Reduce -2.4% 905,532 $437.9M
Bank Pictet & Cie (Europe) AG 8.74% Reduce -2.0% 908,422 $437.6M
Bridges Investment Management Inc. 5.54% Reduce -1.7% 903,355 $436.9M
Steward Partners Investment Advisory, LLC 2.40% Add +10.0% 902,824 $436.6M
Welch & Forbes LLC 5.20% Reduce -0.8% 887,460 $429.2M
TrinityBridge Ltd 9.48% Reduce -4.3% 884,257 $427.7M
C WorldWide Group Holding A/S 7.27% Reduce -16.6% 861,011 $416.4M
H&H International Investment 2.38% Add +207.7% 859,000 $415.4M
Sequoia Financial Advisors, LLC 2.31% Add +10.7% 852,389 $412.2M
Scge Management, L.P. 9.39% Add +39.4% 852,000 $412.0M
Blue Sparrow, LLC 7.76% — 851,675 $411.9M
Oregon Public Employees Retirement Fund 5.23% Add +0.2% 851,177 $411.6M
Wealthfront Advisers LLC 0.91% Add +2.5% 844,366 $408.4M
Hyperion Asset Management Ltd 11.41% Add +8.6% 844,305 $408.3M
D.A. Davidson & Co. 2.50% Add +1.1% 844,062 $408.2M
Milestone Resources Group Ltd 19.88% No change 838,866 $405.7M
Metropolis Capital Ltd 12.95% Add +32.9% 838,264 $405.4M
Hudson Bay Capital Management LP 2.53% Add +1104.2% 834,970 $403.8M
Johnson Investment Counsel Inc. 3.27% Reduce -0.1% 828,230 $400.5M
Mutual of America Capital Management LLC 4.21% Reduce -1.0% 827,925 $400.4M
Pacer Advisors, Inc. 1.07% Reduce -8.2% 827,259 $400.1M
Epoch Investment Partners, Inc. 2.27% Reduce -8.5% 827,237 $400.1M
Border to Coast Pensions Partnership Ltd 6.96% No change 824,773 $399.6M
EP Wealth Advisors, LLC 2.05% — 816,222 $394.7M
Abn Amro Investment Solutions 5.82% Add +50.7% 812,330 $392.9M
Evercore Wealth Management, LLC 5.75% Reduce -1.0% 811,533 $392.5M
Coldstream Capital Management Inc. 4.96% Add +54.0% 789,112 $381.6M
NewEdge Wealth, LLC 4.31% Add +10.8% 788,473 $381.3M
PBU - The Pension Fund of Early Childhood & Youth Educators 5.51% — 786,011 $380.1M
Investment Management Corp of Ontario 5.04% Add +8.3% 783,132 $378.7M
Yousif Capital Management, LLC 4.12% Reduce -3.7% 827,853 $376.3M
Ilmarinen Mutual Pension Insurance Co 2.99% Reduce -2.5% 774,011 $374.3M
E. Ohman J:or Asset Management AB 8.68% Add +0.7% 771,448 $373.1M
Jupiter Asset Management Ltd. 2.98% Add +4.2% 769,651 $372.2M
Clark Capital Management Group, Inc. 2.28% Add +2.0% 766,185 $370.5M
Samlyn Capital, LLC 5.91% Add +0.9% 765,616 $370.3M
Atalanta Sosnoff Capital, LLC 7.18% Reduce -2.0% 761,725 $368.4M
Bradley Foster & Sargent Inc. 5.41% Reduce -0.3% 761,051 $368.1M
Laird Norton Wetherby Trust Company, LLC 7.64% Add +128.5% 760,070 $367.6M
Tiaa Trust, National Association 0.88% Add +0.6% 758,346 $366.8M
United Capital Financial Advisors, LLC 2.21% Add +8.6% 755,628 $365.4M
MUFG Securities EMEA plc 4.23% Add +143.9% 752,839 $364.1M
Stockbridge Partners LLC 7.97% Reduce -19.6% 748,574 $362.0M
Cannell & Spears LLC 6.80% Add +0.6% 747,186 $361.4M
Nearwater Capital Markets, Ltd 6.13% Reduce -21.1% 741,000 $358.4M
Midwest Trust Co 4.47% Add +1.1% 740,195 $358.0M
Brighton Jones LLC 13.16% Add +3.8% 737,853 $356.8M
Raiffeisen Bank International AG 4.58% Reduce -13.6% 728,865 $355.3M
Bristol John W & Co. Inc. 5.46% Reduce -2.0% 733,741 $354.9M
Vident Advisory, LLC 3.32% Add +12.9% 730,883 $353.5M
Manning & Napier Advisors LLC 4.57% Add +11.8% 721,245 $351.6M
Capstone Investment Advisors, LLC 3.55% Reduce -66.3% 722,332 $349.3M
Capital International Sarl 5.59% Add +6.4% 719,808 $348.1M
Tudor Investment Corporation 1.98% Add +95.9% 718,681 $347.6M
GF Fund Management Co. LTD. 5.93% Reduce -5.1% 717,210 $346.9M
Pinnacle Financial Partners, Inc. 2.62% — 716,972 $346.8M
Troy Asset Management Ltd 8.87% Reduce -0.2% 711,900 $344.3M
Altshuler Shaham Ltd 5.24% Add +30.5% 708,627 $342.7M
CCLA Investment Management 5.47% Reduce -1.2% 705,021 $340.9M
Ethic Inc. 5.23% Add +5.6% 703,365 $340.2M
Oppenheimer & Co. Inc. 4.81% Reduce -0.3% 700,036 $338.6M
Douglass Winthrop Advisors, LLC 5.88% Add +5.8% 695,882 $336.5M
ACR Alpine Capital Research, LLC 5.24% Add +0.3% 695,379 $336.3M
Prudential PLC 2.69% Reduce -2.8% 694,707 $336.0M
SRB Corp. 18.39% No change 692,923 $335.1M
Renaissance Technologies 0.52% Reduce -47.8% 688,118 $332.8M
Badgley Phelps Wealth Managers, LLC 6.08% Add +12.7% 686,132 $331.8M
London Co. of Virginia 1.90% Reduce -2.4% 682,175 $329.9M
Navera Investment Management Ltd. 6.92% Reduce -12.7% 677,808 $327.8M
Milford Funds Ltd. 6.43% — 676,907 $327.4M
Beacon Pointe Advisors, LLC 2.30% Add +6.6% 675,655 $326.8M
Evelyn Partners Investment Management LLP 8.99% Add +1.0% 672,530 $325.2M
Fundsmith Investment Services LTD. 5.92% Reduce -33.5% 668,549 $323.3M
J. Safra Sarasin Holding AG 5.22% Reduce -1.9% 663,366 $320.9M
Fiduciary Trust Co 3.64% Reduce -2.0% 661,415 $319.9M
Phoenix Financial Ltd. 3.43% Reduce -3.3% 677,270 $316.5M
Congress Asset Management Co. 2.19% Reduce -2.3% 643,106 $311.0M
Elo Mutual Pension Insurance Co 4.75% Reduce -2.7% 641,106 $310.1M
Eastern Bank 5.32% Add +0.6% 637,020 $308.1M
Agf Management Ltd. 1.34% Add +7.4% 634,926 $307.1M
Armstrong Henry H Associates Inc. 28.48% Reduce -1.8% 634,137 $306.7M
Commerzbank Aktiengesellschaft 6.24% Reduce -7.3% 633,851 $306.5M
First Financial Bankshares Inc 6.15% Add +0.3% 631,601 $305.5M
Oppenheimer Asset Management Inc. 3.75% Reduce -3.1% 631,105 $305.2M
Silvercrest Asset Management Group LLC 2.10% Reduce -1.5% 630,514 $304.9M
Private Advisor Group, LLC 1.43% Add +1.5% 629,243 $304.3M
Exchange Traded Concepts, LLC 2.53% Add +44.1% 627,662 $303.5M
Generali Asset Management SPA SGR 6.11% Add +2.5% 618,233 $299.0M
Sapient Capital LLC 4.18% Add +0.4% 611,573 $298.0M
Silvant Capital Management LLC 10.05% Reduce -0.0% 615,481 $297.7M
Whittier Trust Co. of Nevada Inc. 6.14% Reduce -0.5% 618,447 $295.9M
Advisors Capital Management, LLC 3.52% Add +2.7% 610,229 $295.1M
Cercano Management LLC 11.15% Reduce -14.8% 542,736 $294.6M
EFG International AG 5.69% — 608,232 $294.2M
Flputnam Investment Management Co. 4.24% Add +1.3% 602,426 $291.3M
Harding Loevner LP 2.55% Reduce -12.8% 598,366 $289.4M
Foxhaven Asset Management, LP 7.11% Add +18.5% 596,657 $288.6M
Norinchukin Bank, The 3.34% Add +4.5% 592,649 $286.6M
Skye Global Management LP 5.79% Reduce -41.5% 592,000 $286.3M
Rokos Capital Management LLP 4.24% Reduce -66.6% 590,275 $285.4M
Citizens Financial Group Inc. 3.78% Reduce -0.1% 582,858 $281.9M
Harel Insurance Investments & Financial Services Ltd. 2.38% Reduce -1.2% 568,062 $274.7M
Beck Mack & Oliver LLC 4.99% Reduce -1.3% 567,576 $274.5M
HRT Financial LP 0.86% Add +1.0% 564,081 $272.8M
Shelton Capital Management 5.37% Add +5.9% 562,521 $272.0M
Andra AP-fonden 3.36% Add +354.6% 562,254 $271.9M
Aptus Capital Advisors, LLC 2.31% Add +2.8% 561,464 $271.5M
Mizuho Markets Cayman LP 13.69% New 561,255 $271.4M
Concurrent Investment Advisors, LLC 3.11% Add +31.0% 561,125 $271.4M
Locust Wood Capital Advisers, LLC 6.79% Add +37.2% 560,690 $271.2M
Louisiana State Employees Retirement System 4.65% Reduce -8.3% 559,800 $270.7M
First Eagle Investment Management, LLC 0.48% Add +2.1% 557,601 $269.7M
GUARDCAP ASSET MANAGEMENT Ltd 7.17% Reduce -16.8% 555,230 $268.5M
Schonfeld Strategic Advisors LLC 1.35% Add +191.2% 553,435 $267.7M
Mizuho Securities USA LLC 4.41% Reduce -0.0% 541,177 $266.3M
Cresset Asset Management, LLC 1.13% Add +0.5% 548,160 $265.1M
Dorsal Capital Management, LP 9.18% Add +21.4% 540,000 $261.2M
Crestwood Advisors Group, LLC 4.34% Reduce -2.5% 539,282 $260.8M
Allstate Corp. 3.56% Add +109.7% 538,584 $260.5M
Two Sigma Investments, LP 0.41% Add +4.5% 538,234 $260.3M
Guinness Asset Management LTD 4.22% Reduce -2.5% 535,489 $260.1M
Kornitzer Capital Management Inc. 5.44% Reduce -2.6% 537,779 $260.1M
Capital Advisors Inc. 4.18% Add +1.1% 536,395 $259.4M
Markel Group 2.07% Add +0.7% 535,680 $259.1M
Sterling Capital Management LLC 4.22% Reduce -16.4% 535,486 $259.0M
Crossmark Global Holdings, Inc. 3.71% Add +11.8% 535,150 $258.8M
Stonehage Fleming Financial Services Holdings Ltd 7.93% Reduce -3.5% 533,039 $257.8M
Illinois Municipal Retirement Fund 3.23% Add +3.2% 532,490 $257.5M
HB Wealth Management, LLC 1.66% Add +3.5% 530,310 $256.5M
Gabelli Funds LLC 1.75% Add +0.7% 527,603 $255.2M
BSN CAPITAL PARTNERS Ltd 11.93% Reduce -8.0% 520,000 $253.1M
Canoe Financial LP 3.43% Reduce -4.0% 522,481 $252.7M
Curi Capital, LLC 4.38% Reduce -0.4% 521,648 $252.3M
UMB Bank, n.a. 3.35% Add +4.9% 521,247 $252.1M
Marsico Capital Management LLC 7.00% Reduce -0.8% 519,709 $251.3M
Avanza Fonder AB 6.36% Reduce -3.5% 518,138 $250.6M
Edmond DE Rothschild Holding S.A. 3.46% Add +0.5% 504,142 $243.8M
NS Partners Ltd 9.50% Reduce -3.2% 501,401 $242.5M
Southpoint Capital Advisors LP 5.62% Add +25.0% 500,000 $241.8M
Appaloosa 3.53% Add +8.1% 500,000 $241.8M
Orion Porfolio Solutions, LLC 1.76% Add +3.4% 496,238 $240.0M
Riverbridge Partners LLC 4.47% Reduce -4.5% 493,162 $238.5M
Vaughan Nelson Investment Management, L.P. 2.33% Reduce -16.8% 492,504 $238.2M
Perpetual Ltd 3.44% Reduce -2.5% 491,186 $237.5M
Cincinnati Financial Corp. 4.64% No change 491,150 $237.5M
Harvard Management Co. Inc. 11.39% Reduce -21.4% 489,678 $236.8M
Busey Bank 6.22% Add +1.1% 487,636 $235.8M
Capital Counsel LLC 8.94% Reduce -0.3% 484,008 $234.1M
Oddo BHF Asset Management Sas 8.80% New 482,677 $233.4M
Peapack Gladstone Financial Corp. 2.93% Add +0.7% 481,404 $232.8M
Consulta Ltd 11.39% Add +12.9% 480,000 $232.1M
National Philanthropic Trust 2.28% Add +2.6% 477,339 $230.9M
Envestnet Portfolio Solutions, Inc. 0.81% Add +2.2% 476,362 $230.4M
Voleon Capital Management LP 4.95% Add +12.9% 475,958 $230.2M
Meyer Handelman Co. 7.20% Reduce -0.0% 475,682 $230.0M
Waverly Advisors, LLC 1.86% Add +39.7% 474,910 $229.7M
Glenview Trust Co 3.53% Add +1.2% 473,004 $228.8M
Argent Capital Management LLC 6.49% Reduce -2.8% 472,969 $228.7M
Liontrust Investment Partners LLP 3.38% Reduce -5.0% 470,357 $227.5M
Hancock Whitney Corp. 4.06% Reduce -2.8% 465,900 $225.3M
Kentucky Retirement Systems 6.10% Reduce -0.0% 465,525 $225.1M
Performance Wealth Partners, LLC 6.06% Reduce -1.4% 462,485 $223.7M
Allworth Financial LP 0.92% Add +4.8% 461,336 $223.1M
Americana Partners, LLC 6.12% Add +5.8% 460,905 $222.9M
Crawford Investment Counsel Inc. 3.70% Reduce -1.0% 459,262 $222.1M
LGT Capital Partners LTD. 11.00% Add +2.2% 458,568 $221.8M
Davis R M Inc. 3.80% Add +1.3% 456,522 $220.8M
NorthCoast Asset Management LLC 4.88% Reduce -73.2% 455,725 $220.4M
Atlantic Union Bankshares Corp 4.13% Reduce -0.5% 455,690 $220.4M
Country Trust Bank 3.97% Add +6.0% 453,946 $219.5M
BLI - Banque de Luxembourg Investments 6.43% Reduce -0.0% 449,519 $219.2M
South Dakota Investment Council 4.15% Reduce -4.3% 450,592 $217.9M
Freestone Capital Holdings, LLC 6.46% Add +5.7% 450,150 $217.7M
Trillium Asset Management, LLC 6.66% Reduce -16.1% 443,378 $217.5M
Quintet Private Bank (Europe) S.A. 12.63% Reduce -2.4% 449,470 $217.4M
Great Lakes Advisors, LLC 1.77% Reduce -4.4% 448,963 $217.1M
Fisher Funds Management LTD 5.59% Add +17.3% 445,659 $216.0M
Northwest & Ethical Investments L.P. 4.86% Reduce -7.8% 446,325 $215.9M
BNP Paribas 6.14% Add +6.0% 443,471 $214.7M
Artisan Partners Limited Partnership 0.33% Reduce -14.1% 443,356 $214.4M
Tocqueville Asset Management L.P. 3.12% Reduce -3.6% 442,485 $214.0M
Nicholas Company, Inc. 3.75% No change 442,427 $214.0M
Associated Banc-Corp 5.40% Reduce -0.6% 436,244 $211.0M
OVERSEA-CHINESE BANKING Corp Ltd 5.75% Reduce -0.6% 429,963 $208.1M
Hartford Investment Management Co. 6.21% Reduce -1.4% 429,352 $207.6M
Covea Finance 6.81% Add +9.8% 427,369 $206.7M
Pinnacle Associates Ltd. 2.65% Reduce -0.6% 426,940 $206.5M
Osmosis Investment Management UK Ltd 5.21% — 426,910 $206.5M
Bailard, Inc. 4.53% Reduce -1.9% 422,852 $204.5M
Artemis Investment Management LLP 2.47% Reduce -15.7% 422,693 $204.4M
Mission Wealth Management, LP 4.15% Add +2.9% 421,224 $203.7M
True Freedom Investing, LLC 13.88% Add +92246.3% 421,099 $203.7M
Composition Wealth, LLC 2.92% Add +1.3% 420,935 $203.6M
James Hambro & Partners LLP 7.24% Add +3.0% 418,899 $202.6M
Delta Asset Management LLC 17.36% Reduce -1.7% 417,532 $201.9M
Carnegie Investment Counsel 3.72% Add +2.7% 417,149 $201.7M
ANTIPODES PARTNERS Ltd 4.23% Add +38.8% 416,915 $201.6M
AIA Group Ltd 3.00% Add +5.8% 415,143 $200.8M
Cryder Capital Partners LLP 11.85% No change 414,668 $200.5M
Horizon Investments, LLC 2.53% Reduce -5.4% 412,801 $199.6M
Adams Diversified Equity Fund, Inc. 6.63% Reduce -2.9% 412,100 $199.3M
PGGM Investments 3.13% Add +7.7% 408,683 $197.6M
Rwa Wealth Partners, LLC 2.16% Reduce -0.6% 409,549 $197.6M
Atria Investments, Inc 2.24% Reduce -4.3% 408,397 $197.5M
Standard Investments LLC 9.76% No change 404,000 $195.4M
Daiichi Life Insurance Co., Ltd. 5.01% Reduce -7.3% 401,966 $194.4M
Metis Global Partners, LLC 4.54% Reduce -2.3% 397,223 $192.1M
Benjamin Edwards Inc. 2.11% Add +11.3% 393,787 $190.5M
Salem Investment Counselors Inc. 5.32% Reduce -2.2% 389,632 $188.4M
Modera Wealth Management, LLC 2.17% Reduce -1.9% 387,674 $187.5M
Nippon Life Global Investors Americas, Inc. 7.76% Reduce -0.0% 387,160 $187.2M
Staley Capital Advisers Inc. 7.70% Reduce -3.3% 386,022 $186.7M
Clal Insurance Enterprises Holdings Ltd 1.20% Add +9.7% 385,503 $186.4M
Canada Post Corp Registered Pension Plan 7.09% Add +12.3% 384,909 $186.1M
Tokio Marine Asset Management Co. Ltd. 6.41% Add +1.2% 384,691 $186.0M
Munro Partners 5.19% Add +11.0% 384,475 $185.9M
Trivest Advisors Ltd 8.43% Reduce -22.1% 382,000 $184.7M
Scharf Investments, LLC 4.91% Reduce -11.4% 378,096 $182.9M
Migdal Insurance & Financial Holdings Ltd. 1.57% Add +89.4% 377,607 $182.6M
Stratos Wealth Partners, LTD. 2.06% Add +1.8% 374,629 $181.2M
MassMutual Private Wealth & Trust, FSB 4.63% Reduce -2.6% 372,154 $180.0M
Maryland State Retirement & Pension System 3.70% Add +0.6% 371,216 $179.5M
Castleark Management LLC 5.25% Add +2.2% 369,460 $178.7M
Verition Fund Management LLC 1.01% Add +194.0% 369,295 $178.6M
Merit Financial Group, LLC 1.43% Add +9.8% 367,461 $177.7M
Kestra Private Wealth Services, LLC 2.19% Add +4.5% 364,798 $176.4M
Walleye Capital LLC 1.07% Add +12.1% 362,771 $175.4M
Florida Trust Wealth Management Co 4.84% Reduce -0.8% 362,466 $175.3M
Chilton Capital Management LLC 6.03% Reduce -5.6% 361,766 $175.0M
Stephens Inc. 2.18% Add +2.7% 361,089 $174.9M
Callan Family Office, LLC 3.76% Add +24.3% 361,677 $174.9M
Apollon Wealth Management, LLC 3.03% Reduce -1.6% 361,629 $174.9M
Nomura Holdings Inc. 0.50% Reduce -52.8% 360,019 $174.1M
Joho Capital LLC 37.09% Reduce -12.1% 359,300 $173.8M
Gulf International Bank (UK) Ltd 5.62% Add +0.1% 358,143 $173.2M
Bokf, NA 2.64% Reduce -9.9% 357,060 $172.7M
Oak Ridge Investments LLC 10.37% Add +7.2% 353,786 $171.1M
Triple Frond Partners LLC 17.72% Reduce -8.5% 352,504 $170.5M
Trexquant Investment LP 1.51% Add +31.4% 351,275 $169.9M
Becker Capital Management Inc. 4.83% Reduce -2.8% 349,274 $168.9M
Bowie Capital Management, LLC 6.96% Add +36.3% 349,140 $168.9M
Douglas Lane & Associates, LLC 2.29% Reduce -3.1% 345,681 $167.2M
Avala Global LP 7.99% No change 345,100 $166.9M
Natixis 0.66% Reduce -76.8% 344,825 $166.8M
Stock Yards Bank & Trust Co. 5.10% Reduce -0.2% 344,600 $166.7M
Lockheed Martin Investment Management Co. 5.56% Add +31.1% 344,400 $166.6M
Mariner Investment Group LLC 10.42% New 344,000 $166.4M
L1 Capital International Pty Ltd 8.56% Add +322.1% 342,401 $165.6M
New Mexico Educational Retirement Board 4.93% Add +1.9% 341,947 $165.4M
Baron Capital (BAMCO) 0.45% Add +1.9% 341,758 $165.3M
Braun Stacey Associates Inc. 5.32% Reduce -0.5% 339,716 $164.3M
Tower Research Capital LLC (TRC) 3.97% Add +79.5% 339,030 $164.0M
Kensico Capital Management Corp. 2.78% Reduce -3.2% 338,600 $163.8M
Independent Advisor Alliance 3.96% Add +2.1% 337,508 $163.2M
Aristotle Atlantic Partners, LLC 7.44% Reduce -44.0% 336,058 $162.5M
TCTC Holdings, LLC 4.85% Reduce -0.2% 335,353 $162.2M
Findlay Park Partners LLP 2.05% Reduce -59.9% 332,830 $161.0M
Cornerstone Advisors, LLC 5.34% No change 331,900 $160.5M
Capital International Ltd. 5.65% Add +2.2% 331,782 $160.5M
Prime Capital Investment Advisors, LLC 1.95% Add +2.0% 331,452 $160.3M
Harvest Portfolios Group Inc. 2.78% Add +17.1% 330,583 $159.9M
Clearstead Advisors, LLC 2.01% Add +5.3% 329,664 $159.4M
Livforsakringsbolaget Skandia, Omsesidigt 6.19% Add +0.7% 328,818 $159.0M
Choate Investment Advisors 3.09% Add +0.2% 325,368 $157.4M
Dixon Mitchell Investment Counsel Inc. 5.17% Add +13.7% 323,967 $156.8M
Wesbanco Bank Inc. 4.32% Add +1.2% 324,060 $156.7M
Allianz SE 2.02% Add +0.7% 323,841 $156.6M
Munich Reinsurance Co Stock Corp in Munich 3.79% Add +10.7% 319,747 $155.9M
Harvest Fund Management Co., Ltd 5.86% Add +4.4% 322,237 $155.8M
Old National Bancorp 2.58% Reduce -3.9% 320,860 $155.2M
DF Dent & Co. Inc. 2.23% Reduce -8.1% 320,463 $155.0M
J. L. Bainbridge & Co., Inc. 12.63% Add +0.2% 318,967 $154.3M
Generate Investment Management Ltd 7.02% Add +27.8% 318,000 $153.8M
Lombard Odier Asset Management (Switzerland) SA 6.52% Add +168.0% 317,372 $153.5M
Fortis Capital Management LLC 20.28% Add +1.4% 316,047 $152.8M
Clarius Group, LLC 8.72% Reduce -2.5% 315,797 $152.7M
Choreo, LLC 1.94% Reduce -2.1% 312,019 $152.1M
Zevenbergen Capital Investments LLC 3.38% Reduce -0.2% 314,367 $152.0M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 5.43% — 312,223 $151.0M
Westwood Holdings Group Inc. 1.23% Reduce -9.4% 309,221 $149.5M
Palidye Holdings (Caymans) Ltd 30.37% New 308,485 $149.2M
DJE Kapital AG 4.11% Reduce -25.1% 306,304 $148.8M
Dana Investment Advisors, Inc. 4.32% Reduce -0.8% 307,227 $148.6M
Focused Investors LLC 4.72% Reduce -3.1% 306,600 $148.3M
Parallel Advisors, LLC 2.70% Add +1.4% 304,917 $147.5M
Alpha Cubed Investments, LLC 5.04% Add +4.3% 304,424 $147.2M
Clifford Swan Investment Counsel LLC 4.86% Reduce -1.6% 303,092 $146.6M
GW&K Investment Management, LLC 1.26% Reduce -0.6% 300,944 $145.5M
Caprock Group, LLC 3.07% Add +9.4% 300,250 $145.2M
Gradient Investments LLC 2.30% Add +4.9% 299,159 $144.7M
Saratoga Research & Investment Management 7.57% Reduce -1.6% 298,708 $144.5M
KCM Investment Advisors LLC 4.65% Reduce -0.5% 298,472 $144.3M
AG2R La Mondiale Gestion D'actifs 6.37% Add +6.6% 297,236 $143.7M
Anomaly Capital Management, LP 5.16% Reduce -37.0% 297,190 $143.7M
RiverFront Investment Group, LLC 2.35% Add +4.4% 294,973 $142.7M
Baker Avenue Asset Management, LP 3.29% Add +1.8% 294,860 $142.6M
Daymark Wealth Partners, LLC 4.54% Reduce -0.4% 294,358 $142.4M
Heritage Investors Management Corp. 4.11% Reduce -0.3% 291,772 $141.1M
Farther Finance Advisors, LLC 1.51% Add +34.0% 291,626 $141.0M
Greenleaf Trust 1.29% Reduce -0.4% 291,611 $141.0M
Bollard Group LLC 3.69% Reduce -9.9% 290,716 $140.6M
Mesirow Financial Investment Management, Inc. 2.88% Reduce -12.4% 289,662 $140.1M
Profund Advisors LLC 4.25% Reduce -2.0% 289,308 $139.9M
Highland Capital Management, LLC 6.91% Reduce -1.5% 286,951 $138.8M
Mogy Joel R Investment Counsel Inc. 7.53% Reduce 0.0% 286,827 $138.7M
Gotham Asset Management 0.51% Add +1.4% 285,976 $138.3M
Cohen Klingenstein LLC 4.20% No change 285,500 $138.1M
Wilmington Savings Fund Society, FSB 3.22% Reduce -1.6% 283,967 $137.3M
NorthCrest Asset Manangement, LLC 3.06% Add +1.1% 290,330 $137.3M
Wealthspire Advisors, LLC 1.09% Add +31.5% 283,281 $137.0M
Birch Hill Investment Advisors LLC 5.71% Reduce -0.6% 282,529 $136.6M
Meeder Asset Management Inc. 7.35% Reduce -1.3% 282,025 $136.4M
Formuepleje A/S 8.14% Add +8.3% 281,650 $136.2M
Advisors Asset Management, Inc. 2.28% Reduce -1.4% 281,432 $136.1M
Howland Capital Management LLC 5.17% Reduce -2.1% 280,964 $135.9M
Mondrian Investment Partners LTD 2.24% Add +0.8% 280,261 $135.5M
Vaughan David Investments LLC 2.94% Reduce -1.9% 279,545 $135.2M
Park Avenue Securities LLC 1.14% Add +1.9% 279,092 $135.0M
Advisory Services Network, LLC 1.91% Reduce -0.5% 278,480 $134.7M
Equitable Holdings, Inc. 0.91% Add +9.9% 275,394 $133.2M
Prospera Financial Services Inc 2.19% Add +4.6% 275,124 $133.1M
Sit Investment Associates Inc. 2.62% Reduce -3.6% 274,885 $132.9M
Donaldson Capital Management, LLC 4.23% Reduce -0.9% 274,842 $132.9M
Jefferies Financial Group Inc. 1.12% Add +136.5% 274,648 $132.8M
Calamos Wealth Management LLC 4.63% Add +3.0% 274,137 $132.6M
McDaniel Terry & Co. 11.53% Reduce -11.4% 273,867 $132.4M
World Investment Advisors 2.16% Add +22.1% 272,424 $131.7M
Motley Fool Asset Management LLC 5.08% Reduce -12.2% 269,595 $130.4M
Dakota Wealth Management 2.30% Add +13.2% 267,231 $129.2M
HighPoint Advisor Group LLC 2.82% Add +28.5% 265,463 $128.4M
Trajan Wealth LLC 5.35% Add +3.3% 265,388 $128.3M
Argent Trust Co 4.39% Reduce -1.6% 264,884 $128.1M
Wesleyan Assurance Society 7.38% Add +0.1% 264,348 $127.8M
Bleakley Financial Group, LLC 2.21% Add +8.8% 263,402 $127.4M
Rockland Trust Co. 5.01% Reduce -0.5% 263,155 $127.3M
Soros Fund Management 2.28% Add +158.5% 263,041 $127.2M
Farmers & Merchants Investments Inc. 3.51% Add +1.3% 262,746 $127.1M
Evergreen Capital Management LLC 2.84% Add +13.1% 262,458 $126.9M
Maple Capital Management, Inc. 7.98% Reduce -0.5% 262,158 $126.8M
Guyasuta Investment Advisors Inc. 7.18% Add +0.0% 260,516 $126.0M
Roffman Miller Associates Inc. 6.85% Add +4.2% 259,378 $125.4M
OneDigital Investment Advisors LLC 1.22% Add +4.1% 257,812 $124.7M
SouthState Bank Corp 5.57% Add +0.3% 257,587 $124.6M
Ninety One North America, Inc. 5.04% Reduce -6.0% 257,310 $124.4M
Spear Holdings RSC Ltd 21.87% Reduce -8.8% 256,500 $124.0M
PBCay One RSC Ltd 21.87% — 256,500 $124.0M
Azimuth Capital Investment Management LLC 4.44% Add +0.6% 255,805 $123.7M
Hantz Financial Services, Inc. 1.82% Reduce -7.7% 255,468 $123.5M
Vestmark Advisory Solutions, Inc. 1.67% Add +105.5% 255,148 $123.4M
Northeast Investment Management 4.82% Reduce -0.0% 255,140 $123.4M
North Dakota State Investment Board 4.58% — 254,339 $123.0M
First Citizens Bank & Trust Co. 2.56% Reduce -8.9% 253,794 $122.7M
Savant Capital, LLC 0.70% Add +3.8% 253,540 $122.6M
Systematic Alpha Investments, LLC 3.79% No change 251,402 $121.6M
Elequin Capital, LP 18.58% Add +66.7% 250,007 $120.9M
Triglav Investments, D.O.O. 7.63% Reduce -0.1% 249,857 $120.8M
Chicago Capital, LLC 2.97% Reduce -0.9% 248,534 $120.2M
Vest Financial, LLC 1.52% Add +16.7% 248,399 $120.1M
Talbot Financial, LLC 9.86% Add +0.1% 247,767 $119.8M
Summit Trail Advisors, LLC 2.06% Reduce -6.9% 246,887 $119.4M
Elite Wealth Management, Inc. 32.49% Reduce -8.3% 246,734 $119.3M
Empirical Finance, LLC 5.68% Reduce -4.2% 246,082 $119.0M
Capital Group Private Client Services, Inc. 1.89% Reduce -3.3% 246,015 $119.0M
Avenir Corp. 12.88% Reduce -2.8% 245,425 $118.7M
Park National Corp. 3.70% Add +1.0% 245,208 $118.6M
Chesley Taft & Associates LLC 4.61% Add +6.9% 241,411 $116.8M
BCV Asset Management Inc. 2.95% — 222,743 $116.7M
Jia Investment Alliance Pte. LTD. 10.71% No change 240,900 $116.5M
Axxcess Wealth Management, LLC 2.08% Add +14.6% 242,458 $116.4M
Gladstone Capital Management LLP 11.91% Reduce -8.4% 238,707 $115.4M
Segall Bryant & Hamill, LLC 1.56% Reduce -19.6% 238,607 $115.4M
Signature Estate & Investment Advisors LLC 2.32% Add +1.3% 237,706 $115.0M
Trust Co. of Vermont 4.80% Add +1.7% 237,666 $114.9M
Nwam LLC 6.42% Reduce -1.3% 242,776 $114.9M
Northwestern Mutual Investment Management Company, LLC 1.34% Add +0.2% 237,477 $114.8M
Smith Salley Wealth Management 5.68% Add +1.0% 237,331 $114.8M
Klingenstein Fields & Co. LP 4.29% Reduce -0.9% 236,677 $114.5M
Ancora Advisors LLC 2.36% Reduce -0.3% 236,544 $114.4M
CENTRAL TRUST Co 2.23% Reduce -2.1% 235,547 $113.9M
Caledonia Investments PLC 12.56% Reduce -7.5% 234,317 $113.3M
Global Retirement Partners, LLC 2.00% Add +34.0% 233,220 $112.8M
Diversified Trust Co. 2.07% Add +0.3% 233,030 $112.7M
Ami Asset Management Corp. 6.38% Reduce -2.5% 232,738 $112.6M
Community Trust & Investment Co. 5.94% Add +2.6% 232,339 $112.4M
First National Bank of Omaha 3.32% Add +58.8% 231,204 $112.2M
Sienna Gestion 6.73% Reduce -2.2% 230,155 $111.6M
Avalon Trust Co 7.22% Add +0.3% 230,779 $111.6M
Kingsview Wealth Management, LLC 1.61% Reduce -21.0% 230,733 $111.6M
Vise Technologies, Inc. 2.18% Add +65.3% 230,434 $111.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.99% Add +1.0% 229,603 $111.0M
Wilkinson Global Asset Management LLC 7.56% Reduce -6.5% 228,803 $110.7M
Sather Financial Group Inc 5.94% Reduce -0.7% 228,525 $110.5M
Parthenon LLC 11.87% Reduce -2.1% 227,469 $110.0M
Norris Perne & French LLP 7.28% Reduce -1.1% 227,370 $110.0M
Siemens Fonds Invest GmbH 5.86% Reduce -4.8% 225,458 $109.9M
Picton Mahoney Asset Management 1.20% Reduce -14.9% 227,053 $109.8M
Tandem Investment Advisors, Inc. 4.08% Reduce -5.2% 226,811 $109.7M
Stack Financial Management, Inc 8.36% Reduce -2.0% 226,629 $109.6M
Vestcor Inc 3.12% Add +3.7% 226,459 $109.5M
Snowden Capital Advisors LLC 2.84% Add +3.6% 226,420 $109.5M
Mutual Advisors, LLC 2.32% Add +4.7% 223,534 $108.1M
Wedbush Securities Inc. 3.15% Add +9.5% 223,220 $108.0M
Franklin Street Advisors Inc. 6.15% Add +0.2% 222,885 $107.8M
NLB Skladi, upravljanje premozenja, d.o.o. 4.92% — 222,300 $107.5M
Soltis Investment Advisors LLC 7.06% Add +12.6% 221,573 $107.2M
Summit Financial, LLC 1.57% Add +1.8% 221,500 $107.1M
Brookstone Capital Management 1.22% Add +4.1% 221,362 $107.1M
Grandfield & Dodd, LLC 6.05% Reduce -4.2% 221,003 $106.9M
First National Trust Co 3.56% Add +0.5% 220,874 $106.8M
Signaturefd, LLC 1.63% Reduce -0.1% 220,744 $106.8M
Kinetic Partners Management, LP 5.18% Add +28.5% 220,681 $106.7M
Venture Visionary Partners LLC 3.49% Add +1.4% 216,975 $106.7M
F/m Investments LLC 4.03% Reduce -1.4% 219,416 $106.1M
Integrated Wealth Concepts LLC 1.26% Reduce -32.7% 218,766 $105.8M
Avantyr Capital Partners, LP 6.34% — 218,750 $105.8M
Howard Capital Management, LLC 1.36% Add +8.6% 217,686 $105.3M
MFF Capital Investments Ltd 6.43% — 217,050 $105.0M
Blackstone Inc. 0.45% Add +2358.2% 215,459 $104.2M
Davidson Investment Advisors 4.32% Reduce -0.4% 214,758 $103.9M
Banque Cantonale Vaudoise 3.70% Add +3.1% 214,478 $103.7M
Capital Investment Advisors, LLC 1.58% Add +1.6% 214,069 $103.5M
Waters Parkerson & Co., LLC 5.06% Reduce -1.2% 213,066 $103.0M
Westpac Banking Corp. 6.50% Reduce -5.4% 212,746 $102.9M
Arkadios Wealth Advisors 2.04% Add +29.6% 212,685 $102.9M
Select Equity Group, L.P. 0.48% Reduce -11.2% 212,372 $102.7M
Ameritas Investment Partners, Inc. 3.12% Reduce -3.9% 212,049 $102.6M
Mgo One Seven LLC 2.08% Add +4.6% 210,566 $101.8M
Quadrant Capital Group LLC 3.08% Add +2.8% 210,500 $101.8M
Empire Life Investments Inc. 5.69% Reduce -12.7% 208,821 $101.0M
Modern Wealth Management, LLC 1.84% Add +4.1% 208,138 $100.7M
Cat Rock Capital Management LP 14.43% Reduce -7.7% 208,023 $100.6M
Edgemoor Investment Advisors, Inc. 7.85% Reduce -2.1% 207,857 $100.5M
OpenArc Corporate Advisory, LLC 1.66% — 207,786 $100.5M
Aviso Financial Inc. 3.80% Add +2.3% 206,943 $100.1M
Welch Group, LLC 3.85% Reduce -0.2% 206,681 $100.0M
CWA Asset Management Group, LLC 3.59% Add +1.0% 205,832 $99.5M
Valeo Financial Advisors, LLC 2.21% Reduce -0.4% 205,646 $99.5M
Exencial Wealth Advisors, LLC 3.15% Add +0.4% 205,555 $99.4M
Foundations Investment Advisors, LLC 1.30% Add +13.1% 205,375 $99.3M
Investment House LLC 4.72% Reduce -0.8% 205,344 $99.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.51% Add +6.0% 204,811 $99.1M
Homestead Advisers Corp 2.62% Reduce -12.1% 204,692 $99.0M
NBT Bank, N.A. 6.37% Reduce -0.8% 203,793 $98.6M
Moors & Cabot, Inc. 4.20% Add +0.3% 203,017 $98.2M
Cullen Capital Management, LLC 1.07% Reduce -3.6% 202,963 $98.2M
Obermeyer Wealth Partners 4.48% Reduce -3.5% 202,616 $98.0M
Principal Securities, Inc. 1.51% Add +5.6% 202,408 $97.9M
Optiver Holding B.V. 1.76% Reduce -68.0% 202,178 $97.8M
Securian Asset Management, Inc. 3.71% Reduce -44.9% 202,101 $97.7M
HUB Investment Partners, LLC 2.66% Add +13.3% 201,376 $97.4M
Private Wealth Partners, LLC 6.89% Reduce -2.1% 200,817 $97.1M
First American Bank 5.88% Add +0.1% 200,697 $97.1M
Ostrum Asset Management 4.65% Reduce -6.2% 200,588 $97.0M
Mill Capital Management, LLC 7.00% Add +0.3% 200,524 $97.0M
Sander Capital Advisors Inc. 46.15% Reduce -9.0% 200,377 $96.9M
Dearborn Partners LLC 4.84% Add +7.5% 200,304 $96.9M
Mufg Securities Americas Inc. 6.08% Reduce -0.1% 200,230 $96.8M
Paralel Advisors LLC 3.76% No change 200,000 $96.7M
WASHINGTON TRUST Co 3.16% Reduce -1.7% 199,676 $96.6M
Cary Street Partners Financial LLC 2.39% Add +2.8% 199,582 $96.5M
Kanawha Capital Management LLC 6.65% Reduce -2.3% 199,470 $96.5M
Aureus Asset Management, LLC 6.14% Reduce -0.6% 199,198 $96.3M
ZWJ Investment Counsel Inc. 3.47% Reduce -1.9% 198,977 $96.2M
SBI Securities Co., Ltd. 2.45% Reduce -2.1% 197,402 $95.5M
Madison Asset Management, LLC 1.10% Add +16.1% 196,935 $95.2M
Bowen Hanes & Co. Inc. 2.38% Reduce -17.3% 196,541 $95.1M
Wahed Invest LLC 12.45% Reduce -3.1% 195,313 $94.5M
Kentucky Retirement Systems Insurance Trust Fund 6.10% Reduce -0.0% 195,128 $94.4M
Noked Israel Ltd 15.08% Reduce -44.7% 194,500 $94.1M
Moody LYNN Lieberson & Walker, LLC 4.97% Add +0.0% 193,921 $93.8M
Fifth Third Wealth Advisors LLC 3.29% Add +1.1% 193,869 $93.8M
Ballentine Partners, LLC 1.31% Reduce -1.2% 193,571 $93.6M
Oriental Harbor Investment Master Fund 7.11% Add +1.1% 193,527 $93.6M
Reynders McVeigh Capital Management, LLC 4.39% Add +0.7% 193,371 $93.5M
Ingalls & Snyder LLC 3.45% Reduce -0.3% 193,335 $93.5M
Cumberland Partners Ltd 5.68% Add +5.9% 191,636 $92.7M
Moneta Group Investment Advisors LLC 0.70% Add +0.8% 190,523 $92.1M
Smith Chas P & Associates Pa Cpas 4.84% Add +65.0% 190,445 $92.1M
Beacon Investment Advisory Services, Inc. 3.76% Reduce -1.8% 190,359 $92.1M
Sumitomo Life Insurance Co. 2.51% Add +4.3% 189,751 $91.8M
Howard Capital Management Group, LLC 5.77% Reduce -2.0% 188,901 $91.4M
Pacific Sage Partners, LLC 14.45% Reduce -0.3% 188,346 $91.1M
Destination Wealth Management 2.37% Add +6.3% 187,651 $90.8M
Cornerstone Investment Partners, LLC 3.52% Add +0.4% 187,650 $90.8M
Senator Investment Group LP 3.64% Reduce -6.3% 187,500 $90.7M
J.W. Cole Advisors, Inc. 2.20% Reduce -8.6% 236,720 $90.6M
MMBG Investment Advisors Co. 7.62% Add +0.5% 187,190 $90.5M
Henshaw Capital LLC 3.25% No change 186,668 $90.3M
FineMark National Bank & Trust 2.81% Reduce -2.0% 186,474 $90.2M
Caxton Associates LLP 1.78% Reduce -73.0% 185,697 $89.8M
Alta Capital Management LLC/ 5.97% Reduce -14.5% 185,378 $89.7M
Knights of Columbus Asset Advisors LLC 5.07% Add +0.1% 185,013 $89.5M
Woodley Farra Manion Portfolio Management Inc. 4.23% Reduce -1.0% 183,809 $88.9M
Seilern Investment Management Ltd 6.89% Reduce -27.8% 183,799 $88.9M
Berkshire Asset Management LLC 3.90% Reduce -1.7% 183,751 $88.9M
Independent Financial Group, LLC 1.98% Add +7.7% 183,529 $88.8M
Brooklyn Investment Group 4.09% Add +115.5% 182,171 $88.7M
Insight Holdings Group, LLC 6.61% Reduce -16.0% 182,705 $88.4M
Perigon Wealth Management, LLC 1.58% Add +8.6% 182,514 $88.3M
Campbell Newman Asset Management Inc. 6.46% Add +0.3% 182,483 $88.3M
Dundas Partners LLP 6.21% Reduce -2.1% 182,458 $88.2M
Nichols & Pratt Advisers LLP 5.51% Reduce -0.6% 182,183 $88.1M
Atreides Management 1.86% New 181,468 $87.8M
Violich Capital Management, Inc. 9.78% Add +2.3% 181,272 $87.7M
Heritage Wealth Advisors 3.34% Add +9.1% 181,016 $87.5M
Ritholtz Wealth Management 1.59% Add +1.0% 180,578 $87.3M
Dnca Finance 5.13% Add +2.3% 180,253 $87.2M
General American Investors Co. Inc. 5.42% No change 180,000 $87.1M
GFI Investment Counsel Ltd. 9.28% Reduce -2.1% 179,893 $87.0M
Thomasville National Bank 5.34% Add +0.5% 178,293 $86.2M
Fulton Breakefield Broenniman LLC 5.44% Reduce -1.0% 178,111 $86.1M
National Mutual Insurance Federation of Agricultural Cooperatives 0.63% No change 177,900 $86.0M
Cullinan Associates Inc. 5.83% Add +0.4% 177,745 $86.0M
Kintegral Advisory, LLC 7.24% Reduce -2.7% 176,755 $85.5M
Osterweis Capital Management Inc. 4.90% Reduce -7.9% 176,624 $85.4M
GAMMA Investing LLC 4.29% Add +6.2% 176,488 $85.4M
Bryn Mawr Trust Advisors, LLC 4.08% Add +0.7% 175,515 $84.9M
Meeder Advisory Services, Inc. 3.62% Add +5.2% 174,591 $84.4M
Ycg, LLC 6.34% Reduce -21.0% 173,891 $84.1M
Corvex Management LP 2.79% No change 173,661 $84.0M
Suncoast Equity Management 8.45% Reduce -1.8% 172,915 $83.6M
Ariel Investments 0.90% Reduce -11.2% 172,455 $83.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.99% Reduce -1.3% 172,415 $83.4M
S&co Inc. 5.18% Add +2.8% 172,297 $83.3M
Junto Capital Management LP 1.86% Add +12.9% 172,125 $83.2M
Night Owl Capital Management, LLC 9.11% Add +16.0% 171,942 $83.2M
Synergy Asset Management, LLC 8.64% Reduce -72.2% 171,715 $83.0M
OAKMONT Corp 14.31% Add +1.4% 171,100 $82.7M
Meridian Wealth Management, LLC 2.91% Add +4.1% 170,948 $82.7M
Cyndeo Wealth Partners, LLC 4.45% Add +3.2% 170,553 $82.5M
Ashton Thomas Private Wealth, LLC 2.01% Add +3.1% 170,254 $82.3M
Asset Advisors Investment Management, LLC 7.59% Reduce -0.7% 170,095 $82.3M
GAM Holding AG 5.24% Reduce -4.3% 169,875 $82.2M
Marathon Asset Management Ltd 3.16% Reduce -8.1% 169,785 $82.1M
JBF Capital, Inc. 11.87% Reduce -5.2% 169,730 $82.1M
Dorsey & Whitney Trust CO LLC 4.34% Reduce -1.1% 169,573 $82.0M
Sycomore Asset Management 13.55% No change 189,860 $81.9M
GC Wealth Management RIA, LLC 3.00% Reduce -30.6% 168,730 $81.6M
LVM Capital Management Ltd. 7.57% Reduce -0.1% 168,571 $81.5M
Main Street Research LLC 4.65% Add +0.0% 168,207 $81.3M
Plato Investment Management Ltd 5.30% Reduce -0.2% 167,000 $81.2M
Robertson Stephens Wealth Management, LLC 2.28% Add +23.7% 167,483 $81.0M
Baldwin Wealth Partners LLC 5.18% Reduce -0.4% 167,441 $81.0M
Compass Capital Management, Inc. 4.48% Reduce -6.9% 166,709 $80.6M
Verus Capital Partners, LLC 5.39% Add +0.3% 166,402 $80.5M
Smith Group Asset Management, LLC 4.26% Add +7.4% 166,071 $80.3M
Bragg Financial Advisors, Inc 2.61% Add +0.3% 165,892 $80.2M
Nan Shan Life Insurance Co., Ltd. 2.47% Reduce -38.6% 165,879 $80.2M
Intesa Sanpaolo S.p.A. 5.15% — 164,016 $80.0M
Logan Capital Management Inc. 3.36% Reduce -4.2% 165,298 $79.9M
Freestone Grove Partners LP 0.57% Reduce -30.3% 164,266 $79.4M
Meiji Yasuda Asset Management Co Ltd. 3.81% Reduce -4.4% 163,728 $79.2M
Eagle Global Advisors LLC 2.92% Reduce -0.1% 163,516 $79.1M
Annex Advisory Services, LLC 1.51% Add +34.4% 163,014 $78.8M
Gilder Gagnon Howe & Co. LLC 0.83% Reduce -4.2% 162,696 $78.7M
Burney Co./ 2.45% Add +13.4% 162,488 $78.6M
Marex Group Ltd 0.85% Add +48.5% 162,408 $78.5M
Baader Bank Aktiengesellschaft 6.53% Reduce -4.5% 162,567 $78.5M
Vancity Investment Management Ltd 10.67% Reduce -4.5% 162,202 $78.4M
GTS Securities LLC 2.67% Add +123.4% 161,547 $78.1M
Narwhal Capital Management 5.67% Add +3.4% 161,397 $78.1M
Mar Vista Investment Partners LLC 7.15% Reduce -4.2% 161,075 $77.9M
First Long Island Investors, LLC 5.71% Reduce -0.7% 160,959 $77.8M
Adell Harriman & Carpenter Inc. 4.63% Add +3.2% 160,365 $77.6M
Fairview Capital Investment Management, LLC 3.98% Reduce -0.9% 160,306 $77.5M
Montanova Capital, LLC 1.93% Add +45.9% 159,695 $77.2M
Fullerton Fund Management Co Ltd. 3.37% Reduce -51.5% 159,531 $77.2M
Hardman Johnston Global Advisors LLC 3.67% Add +0.8% 159,220 $77.0M
Hancock Prospecting Pty Ltd 2.36% Add +60.6% 159,000 $76.9M
Woodstock Corp. 6.57% Reduce -0.1% 158,410 $76.6M
Cypress Funds LLC 12.65% Reduce -20.0% 158,203 $76.5M
Private Advisory Group LLC 6.02% Add +12.7% 157,987 $76.4M
Forbes J M & Co. LLP 6.18% Add +0.4% 157,727 $76.3M
Washington Trust Bank 5.34% Add +0.6% 157,481 $76.2M
North Star Asset Management Inc. 3.07% Add +0.1% 157,329 $76.1M
Nicholas Hoffman & Company, LLC. 1.76% Add +0.2% 157,302 $76.1M
Cidel Asset Management Inc. 5.38% Reduce -6.2% 157,288 $76.1M
Waycross Partners, LLC 6.22% Add +3.2% 157,180 $76.0M
LMCG Investments, LLC 4.34% Reduce -4.7% 156,949 $75.9M
Level Four Advisory Services, LLC 2.48% Add +4.5% 156,642 $75.8M
J. Goldman & Co LP 2.94% Reduce -26.3% 156,512 $75.7M
Global X Japan Co., Ltd. 5.76% Add +72.5% 156,496 $75.7M
Provident Investment Management, Inc. 6.88% Reduce -2.0% 156,450 $75.7M
RDST Capital LLC 7.10% Add +11.1% 155,875 $75.4M
C Partners Holding GmbH 20.22% Add +12.7% 155,398 $75.2M
UNIVEST FINANCIAL Corp 3.98% Reduce -0.1% 155,389 $75.1M
Bristol Gate Capital Partners Inc. 4.32% Reduce -12.6% 154,913 $74.9M
Pallas Capital Advisors LLC 2.47% Reduce -0.7% 154,732 $74.8M
Confluence Investment Management LLC 1.12% Reduce -4.4% 154,718 $74.8M
Focus Partners Advisor Solutions, LLC 0.92% Reduce -32.8% 154,516 $74.7M
Summitry LLC 3.12% Add +1.5% 154,420 $74.7M
Ironvine Capital Partners, LLC 7.47% Reduce -15.5% 154,382 $74.7M
SVB Wealth LLC 4.40% Reduce -10.1% 154,159 $74.6M
Great Valley Advisor Group, Inc. 1.43% Add +0.5% 154,138 $74.5M
Nixon Peabody Trust Co. 5.60% Reduce -2.8% 152,822 $73.9M
Berkley W R Corp. 4.22% Add +206.4% 152,600 $73.8M
Neville Rodie & Shaw Inc. 5.20% Add +0.4% 152,253 $73.6M
Estabrook Capital Management 10.84% Reduce -3.3% 152,231 $73.6M
BLB&B Advisors, LLC 3.06% Reduce -1.2% 151,367 $73.2M
Patten & Patten Inc. 4.28% Reduce -2.9% 150,681 $72.9M
Colonial Trust Advisors 5.48% Add +0.2% 150,507 $72.8M
Fishman Jay A Ltd. 5.98% Reduce -0.2% 150,287 $72.7M
M & L Capital Management Ltd 15.15% No change 150,200 $72.6M
Garde Capital, Inc. 4.30% Add +35.1% 150,175 $72.6M
Petrus Trust Company, LTA 7.33% Add +0.1% 149,862 $72.5M
Hollencrest Capital Management 2.51% Add +1.4% 149,647 $72.4M
Trust Co. of Toledo NA 7.14% Reduce -1.0% 149,520 $72.3M
Criteria Caixa, S.A.U. 24.95% Reduce -18.3% 149,510 $72.3M
Fort Sheridan Advisors LLC 9.18% Reduce -0.2% 149,437 $72.3M
ICONIQ Capital, LLC 1.09% Reduce -1.1% 149,321 $72.2M
Mane Global Capital Management LP 3.95% Reduce -46.4% 149,103 $72.1M
Oak Associates Ltd. 4.33% Add +4.0% 149,068 $72.1M
Ninety One SA (Pty) Ltd 3.11% Reduce -15.2% 148,941 $72.0M
NorthRock Partners, LLC 1.21% Reduce -14.9% 148,675 $71.9M
YHB Investment Advisors, Inc. 4.96% Reduce -0.7% 148,341 $71.7M
Palestra Capital Management LLC 2.54% Reduce -60.0% 147,424 $71.3M
Granite Investment Partners, LLC 4.23% Add +1.9% 147,406 $71.3M
Nwi Management LP 4.35% Add +157.6% 147,100 $71.1M
Guardian Capital LP 2.10% Reduce -4.5% 146,530 $70.9M
Agave Capital Management Ltd 11.82% — 146,000 $70.8M
LGT Fund Management Co Ltd. 5.58% Reduce -2.1% 144,927 $70.6M
Weitz Investment Management, Inc. 4.19% Reduce -5.2% 145,975 $70.6M
Act Two Investors LLC 12.70% Reduce -2.6% 145,970 $70.6M
Marble Harbor Investment Counsel, LLC 7.53% Reduce -1.5% 145,634 $70.4M
Davidson Kempner Capital Management LP 1.45% Add +44.7% 145,584 $70.4M
Boston Common Asset Management, LLC 4.23% Reduce -2.0% 145,215 $70.2M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 10.33% New 145,000 $70.1M
Sowell Financial Services LLC 2.57% Add +2.4% 144,741 $70.0M
China Universal Asset Management Co., Ltd. 5.36% Reduce -1.1% 144,458 $69.9M
Ulysses Management LLC 18.23% No change 143,774 $69.5M
Baskin Financial Services Inc. 5.21% Reduce -1.2% 143,262 $69.3M
Matrix Asset Advisors Inc. 6.20% Add +0.6% 142,717 $69.0M
Beese Fulmer Investment Management, Inc. 4.49% Add +1.4% 142,642 $69.0M
Ascent Group, LLC 2.36% Add +1.4% 142,616 $69.0M
BDF-Gestion 8.45% Reduce -6.3% 142,168 $68.8M
Tower Bridge Advisors 7.00% Reduce -5.7% 141,786 $68.6M
Cadence Bank 4.01% Add +2.0% 141,633 $68.5M
Meritage Portfolio Management 4.54% Reduce -1.9% 141,424 $68.4M
Roundview Capital LLC 4.20% Add +1.8% 141,340 $68.4M
FRG Family Wealth Advisors LLC 10.61% Reduce -1.1% 141,302 $68.3M
Jump Financial, LLC 0.92% Reduce -33.9% 140,636 $68.0M
Lowe Brockenbrough & Co. Inc. 3.34% Add +2.8% 140,246 $67.8M
First American Trust, FSB 4.63% Add +0.3% 139,141 $67.3M
Alphadyne Asset Management LP 6.72% Add +8645.9% 138,973 $67.2M
Baltimore-Washington Financial Advisors, Inc. 2.80% Add +3.2% 138,715 $67.1M
Levin Capital Strategies, L.P. 5.82% Reduce -0.4% 138,644 $67.1M
Montag A & Associates Inc. 3.07% Reduce -1.9% 138,575 $67.0M
Kepler Cheuvreux (Suisse) SA 3.78% Reduce -3.8% 138,537 $67.0M
Boston Family Office LLC 4.23% Reduce -1.1% 137,970 $66.7M
CreativeOne Wealth, LLC 1.62% Add +2.3% 137,960 $66.7M
Spire Wealth Management 2.22% Add +0.8% 137,185 $66.3M
Hemenway Trust Co LLC 5.07% Add +0.2% 137,080 $66.3M
Caisse Des Depots Et Consignations 1.51% No change 136,725 $66.1M
Praxis Investment Management Inc. 3.89% No change 135,978 $65.8M
Dynamic Advisor Solutions LLC 2.11% Reduce -10.0% 135,706 $65.6M
True Blue (BVI) Ltd 28.22% No change 135,620 $65.6M
Jackson Wealth Management, LLC 6.39% Add +1.4% 135,600 $65.6M
Bellevue Asset Management, LLC 21.19% Reduce -1.0% 135,538 $65.5M
V-Square Quantitative Management LLC 6.81% Reduce -9.7% 135,466 $65.5M
Sigma Planning Corp 1.81% Add +0.3% 135,011 $65.4M
Penobscot Investment Management Company, Inc. 4.92% Reduce -0.9% 134,970 $65.3M
Stony Point Capital LLC 4.79% Add +2.6% 134,424 $65.0M
Osborne Partners Capital Management, LLC 3.34% Reduce -2.3% 134,267 $64.9M
Moore Capital Management, LP 1.38% Reduce -72.1% 134,016 $64.8M
Stonebridge Capital Advisors LLC 4.49% Add +1.8% 133,986 $64.8M
Gerber Kawasaki Wealth & Investment Management 2.26% Reduce -1.1% 133,930 $64.8M
Silicon Valley Capital Partners 5.89% Add +21.6% 133,833 $64.7M
Alua Capital Management LP 4.77% Add +48.9% 133,000 $64.3M
Wendell David Associates Inc. 6.53% Reduce -0.5% 132,979 $64.3M
GW Henssler & Associates Ltd. 3.09% Reduce -3.4% 132,659 $64.2M
Evoke Wealth, LLC 1.23% Add +2.4% 131,925 $63.8M
Academy Capital Management 8.44% Reduce -0.6% 131,339 $63.5M
Wedge Capital Management L L P 1.14% Reduce -6.6% 131,115 $63.4M
Albion Financial Group 3.95% Reduce -6.0% 131,109 $63.4M
Seven Grand Managers, LLC 4.82% Add +74.7% 131,000 $63.4M
Baxter Bros Inc. 7.31% Reduce -1.9% 130,566 $63.1M
One Capital Management, LLC 1.90% Add +4.0% 130,200 $63.0M
Equitable Trust Co. 2.81% Reduce -1.4% 130,171 $63.0M
Parsons Capital Management Inc. 3.45% Reduce -0.0% 129,947 $62.8M
Yarbrough Capital, LLC 1.95% No change 129,794 $62.8M
Burns J W & Co. Inc. 6.88% Reduce -0.5% 128,570 $62.2M
PFG Investments, LLC 2.92% Add +2.5% 128,224 $62.0M
Palisade Asset Management, LLC 6.04% Reduce -3.0% 128,188 $62.0M
Addenda Capital Inc. 1.81% Reduce -2.5% 127,649 $61.7M
KMG Fiduciary Partners, LLC 4.39% Reduce -2.0% 127,557 $61.7M
Hilltop Holdings Inc. 3.66% Reduce -4.8% 125,974 $60.9M
W.G. Shaheen & Associates DBA Whitney & Co 4.84% Add +14.7% 125,782 $60.8M
Avity Investment Management Inc. 4.25% Reduce -0.6% 125,269 $60.6M
Capital Analysts, LLC 1.67% Add +0.1% 125,079 $60.5M
Callahan Advisors, LLC 4.96% Reduce 0.0% 124,699 $60.3M
WCG Wealth Advisors LLC 1.69% Add +88.2% 124,545 $60.2M
SteelPeak Wealth, LLC 1.98% Reduce -23.1% 124,447 $60.2M
Auto-Owners Insurance Co 1.26% Add +16.3% 124,305 $60.1M
Bank of Hawaii 2.97% Add +5.3% 124,299 $60.1M
Van Cleef Asset Management,Inc 6.09% Reduce -0.9% 124,132 $60.0M
Kayne Anderson Rudnick Investment Management LLC 0.16% Reduce -5.0% 123,959 $59.9M
New Age Alpha Advisors, LLC 2.59% Reduce -26.5% 123,829 $59.9M
Petredis Investment Advisors LLC 4.69% Reduce -1.3% 123,631 $59.8M
IFP Advisors, Inc 1.34% Add +14.8% 123,579 $59.8M
Philadelphia Trust Co. 4.11% Reduce -2.6% 123,296 $59.6M
Compound Planning, Inc. 1.76% Add +9.3% 123,045 $59.5M
Elevation Point Wealth Partners, LLC 2.86% Add +63.0% 122,875 $59.4M
Frank, Rimerman Advisors LLC 3.77% Add +1.5% 122,864 $59.4M
U.S. Capital Wealth Advisors, LLC 1.55% Add +1.2% 122,602 $59.3M
IHT Wealth Management, LLC 1.44% Reduce -0.3% 122,460 $59.2M
GAMCO Investors 0.57% Add +1.5% 122,288 $59.1M
Pittenger & Anderson Inc. 2.27% Add +0.4% 122,221 $59.1M
Coalescence Partners Investment Management, LP 13.89% Add +26.5% 121,936 $59.0M
United American Securities Inc. (d/b/a UAS Asset Management) 12.42% Add +0.1% 121,764 $58.9M
Fulton Bank, N.A. 2.03% Add +3.8% 121,669 $58.8M
Hoey Investments, Inc. 7.95% Reduce -0.3% 121,165 $58.6M
Kimelman & Baird, LLC 4.50% Reduce -0.9% 121,094 $58.6M
TD Private Client Wealth LLC 1.25% Reduce -0.3% 121,067 $58.6M
Founders Capital Management, LLC 8.70% Reduce -0.9% 120,429 $58.2M
MASTERINVEST Kapitalanlage GmbH 5.52% Reduce -3.2% 119,221 $58.1M
Tran Capital Management, L.P. 6.96% Reduce -3.3% 120,170 $58.1M
TRB Advisors LP 13.59% No change 120,000 $58.0M
Novare Capital Management LLC 4.34% Add +0.1% 119,756 $57.9M
BTC Capital Management, Inc. 4.04% Add +3.8% 119,630 $57.9M
Greenbrier Partners Capital Management, LLC 3.88% Reduce -0.1% 119,686 $57.9M
Alps Advisors Inc. 0.34% Reduce -1.4% 119,577 $57.8M
Alberta Investment Management Corp 0.38% Add +13.4% 119,286 $57.7M
Hamilton Capital Partners Inc. 2.11% Add +7.0% 118,825 $57.5M
Spinnaker Trust 3.07% Add +2.5% 118,642 $57.4M
Grace & Mercy Foundation, Inc. 12.95% No change 118,530 $57.3M
Armistice Capital, LLC 1.40% Add +35.6% 118,337 $57.2M
Chicago Partners Investment Group LLC 1.41% Add +1.1% 122,695 $57.2M
Itau Unibanco Holding S.A. 1.40% Add +23.4% 117,928 $57.0M
Joel Isaacson & Co., LLC 1.88% Add +11.0% 117,913 $57.0M
Appleton Partners Inc. 3.74% Add +0.1% 117,451 $56.8M
L. Roy Papp & Associates, LLP 6.27% Reduce -1.5% 117,289 $56.7M
Applied Finance Capital Management, LLC 4.06% Add +0.1% 117,205 $56.7M
Sora Investors LLC 4.88% Add +70.9% 117,186 $56.7M
First Horizon Corp. 2.53% Reduce -0.2% 117,139 $56.7M
Jag Capital Management, LLC 6.14% Reduce -1.7% 116,841 $56.5M
FourThought Financial Partners, LLC 4.77% Add +1.7% 116,821 $56.5M
Sagespring Wealth Partners, LLC 1.02% Add +1.6% 116,462 $56.3M
Auxano Advisors, LLC 11.11% Reduce -3.0% 116,287 $56.2M
Fiduciary Alliance LLC 3.68% Reduce -2.5% 116,194 $56.2M
Smartleaf Asset Management LLC 2.12% Add +17.6% 114,768 $55.9M
TCV Trust & Wealth Management, Inc. 4.51% Reduce -0.1% 115,474 $55.8M
Iron Gate Global Advisors LLC 5.71% Reduce -0.6% 115,242 $55.7M
Amica Mutual Insurance Co. 4.85% No change 115,225 $55.7M
Venturi Wealth Management, LLC 2.47% Add +6.8% 115,205 $55.7M
Tompkins Financial Corp. 4.33% Reduce -2.0% 115,043 $55.6M
ADAPT Investment Managers SA 11.23% Add +222.5% 114,825 $55.5M
Jain Global LLC 0.56% Add +110.3% 113,998 $55.1M
Carret Asset Management, LLC 5.23% Reduce -1.0% 113,884 $55.1M
McMillan Office, Inc. 6.64% — 113,863 $55.1M
Syon Capital LLC 2.75% Add +5.5% 113,853 $55.1M
Fidelis Capital Partners, LLC 3.99% Add +4.6% 113,656 $55.0M
Vantage Investment Partners, LLC 3.67% Reduce -0.9% 113,638 $55.0M
Foster Dykema Cabot & Partners, LLC 3.37% Add +0.5% 113,455 $54.9M
Summit Partners Public Asset Management, LLC 1.54% Reduce -7.8% 113,163 $54.7M
Willis Investment Counsel 2.83% Add +2.0% 113,070 $54.7M
Principle Wealth Partners LLC 3.08% Add +1.4% 112,960 $54.6M
King Wealth Management Group 6.58% Add +1.3% 112,912 $54.6M
Kiley Juergens Wealth Management, LLC 11.84% Reduce -0.1% 112,898 $54.6M
Matthew Goff Investment Advisor, LLC 9.67% Reduce -2.6% 112,861 $54.6M
Morningstar Investment Management LLC 3.22% Reduce -30.9% 112,681 $54.5M
Coerente Capital Management 9.94% Add +1.9% 112,598 $54.5M
Wellington Shields Capital Management, LLC 7.92% Add +7.0% 112,309 $54.3M
PKO Investment Management Joint-Stock Co 4.32% Add +1.8% 112,000 $54.2M
Dupont Capital Management Corp. 6.10% Reduce -9.8% 111,828 $54.1M
Ledyard National Bank 4.66% Reduce -3.7% 111,734 $54.0M
Visionary Wealth Advisors 2.44% Add +0.4% 111,620 $54.0M
Savvy Advisors, Inc. 1.74% Add +23.5% 111,477 $53.9M
S-Bank Fund Management Ltd 6.99% Reduce -3.7% 111,411 $53.9M
Wilsey Asset Management Inc. 8.36% No change 111,325 $53.8M
Stillwater Capital Advisors, LLC 5.78% Reduce -0.0% 111,207 $53.8M
Chescapmanager LLC 8.85% Reduce -8.3% 110,892 $53.6M
Schnieders Capital Management, Llc. 8.39% Reduce -0.2% 110,837 $53.6M
Wedmont Private Capital 1.85% Reduce -2.1% 110,319 $53.3M
Mizuho Markets Americas LLC 1.14% Reduce -26.7% 110,000 $53.2M
Capital Investment Services of America, Inc. 5.02% Reduce -4.1% 109,990 $53.2M
Van Hulzen Asset Management, LLC 3.90% Add +1.6% 109,750 $53.1M
Journey Strategic Wealth LLC 1.39% Reduce -0.9% 109,341 $52.9M
CX Institutional 1.58% Reduce -2.5% 109,200 $52.8M
Shufro Rose & Co. LLC 3.59% Add +1.4% 109,146 $52.8M
MidFirst Bank 4.20% — 109,096 $52.8M
Mark Asset Management LP 5.91% Add +10.6% 109,045 $52.7M
SCS Capital Management LLC 0.56% Reduce -4.9% 108,592 $52.5M
German American Bancorp, Inc. 4.47% Reduce -0.8% 108,542 $52.5M
Sumitomo Mitsui Financial Group, Inc. 0.93% Add +5.3% 108,493 $52.5M
Beaumont Financial Advisors, LLC 3.45% Reduce -11.4% 108,352 $52.4M
Financiere des Professionnels - Fonds d'investissement inc. 2.98% Reduce -4.3% 108,322 $52.4M
Circle Wealth Management, LLC 0.81% Add +0.4% 108,306 $52.4M
Martingale Asset Management L P 1.33% Reduce -2.0% 108,149 $52.3M
180 Wealth Advisors, LLC 5.96% Reduce -0.5% 108,023 $52.2M
Bensler, LLC 5.23% Add +0.7% 107,930 $52.2M
Aaron Wealth Advisors LLC 2.88% Add +7.5% 107,077 $51.8M
Zions Bancorporation, National Association 2.39% Add +5.1% 106,838 $51.7M
RAM Investment Partners, LLC 9.34% Reduce -1.4% 106,755 $51.6M
Coastline Trust Co 4.85% Add +11.4% 106,657 $51.6M
Evelyn Partners Investment Management Services Ltd 6.46% Add +3.2% 106,643 $51.6M
McIlrath & Eck, LLC 4.78% Add +164.3% 106,416 $51.5M
Anderson Hoagland & Co. 4.43% Reduce -2.0% 106,355 $51.4M
AlphaCore Capital LLC 1.15% Add +33.2% 106,055 $51.3M
Linscomb Wealth, Inc. 2.15% Reduce -1.2% 105,739 $51.1M
Rollins Financial Advisors, LLC 7.50% Reduce -1.8% 105,644 $51.1M
Orion Investment Co 15.55% Add +0.0% 105,549 $51.0M
Y-Intercept (Hong Kong) Ltd 1.14% Add +223.7% 105,525 $51.0M
Alerus Financial NA 2.49% Add +0.6% 105,445 $51.0M
Ramsay, Stattman, Vela & Price, Inc. 9.17% Reduce -0.5% 105,297 $50.9M
First Merchants Corp. 1.88% Add +2.5% 105,166 $50.9M
United Asset Strategies, Inc. 3.92% Add +2.2% 105,120 $50.8M
Blue Trust, Inc. 0.57% Reduce -1.2% 105,090 $50.8M
B. Riley Wealth Advisors, Inc. 2.40% Reduce -5.9% 105,075 $50.8M
Wealthcare Advisory Partners LLC 1.00% Add +9.3% 104,969 $50.8M
Thoroughbred Financial Services, LLC 3.00% Add +0.6% 104,707 $50.6M
Pine Valley Investments Ltd Liability Co 2.52% Add +7.1% 104,617 $50.6M
Caption Management, LLC 2.29% New 104,200 $50.4M
Essex Financial Services, Inc. 2.87% Reduce -2.0% 104,160 $50.4M
Two Creeks Capital Management, LP 4.12% Add +34.1% 103,980 $50.3M
Anchor Investment Management, LLC 4.09% Add +0.9% 103,953 $50.3M
Twin Capital Management Inc. 6.24% Reduce -1.3% 103,928 $50.3M
Cornerstone Capital, Inc. 4.95% Reduce -0.0% 103,716 $50.2M
Heritage Trust Co 5.06% Reduce -0.6% 102,894 $49.8M
Geneos Wealth Management Inc. 1.22% Add +2.4% 102,806 $49.7M
Titan Investment Solutions Ltd 5.98% — 102,749 $49.7M
Diversify Advisory Services, LLC 1.57% Reduce -10.8% 108,012 $49.7M
Apella Capital, LLC 0.98% Add +22.6% 102,628 $49.6M
Te Ahumairangi Investment Management Ltd 8.88% Add +5.0% 102,509 $49.6M
Manitou Investment Management Ltd. 8.67% Reduce -0.3% 102,332 $49.5M
Archon Partners LLC 5.16% No change 102,000 $49.3M
Laurion Capital Management LP 3.49% Add +1894.1% 102,000 $49.3M
Means Investment Co., Inc. 4.14% Add +2.1% 101,691 $49.2M
Greenwood Gearhart LLC 2.70% Reduce -0.3% 101,388 $49.0M
Lynch & Associates 9.27% Reduce -0.7% 101,334 $49.0M
Dock Street Asset Management Inc. 4.47% Reduce -8.3% 100,993 $48.8M
Kovack Advisors, Inc. 2.32% Add +95.5% 100,847 $48.8M
Blue Chip Partners, LLC 3.54% Add +0.6% 100,803 $48.8M
Gladstone Institutional Advisory LLC 1.83% Add +5.5% 100,135 $48.4M
CapitalatWork S.A. 1.48% Add +16.6% 100,056 $48.4M
American National Bank & Trust 4.52% Add +0.0% 98,928 $47.8M
Weatherly Asset Management L. P. 3.68% Reduce -1.3% 98,759 $47.8M
Cornerstone Wealth Group, LLC 3.26% Add +6.8% 98,751 $47.8M
PEAK6 LLC 1.30% Add +126.8% 98,611 $47.7M
Quest Investment Management LLC 5.14% Reduce -4.2% 98,459 $47.6M
Barlow Wealth Partners, LLC 5.14% Add +1.1% 99,304 $47.6M
Harbor Investment Advisory, LLC 3.58% Add +3.3% 152,063 $47.6M
Auxier Asset Management LLC 6.68% Reduce -2.4% 98,226 $47.5M
Angeles Wealth Management, LLC 2.62% Add +10.2% 98,172 $47.5M
Wedbush Fund Advisers, LLC 4.91% — 98,124 $47.5M
Rossmore Private Capital 4.25% Add +5.3% 98,124 $47.5M
Trybe Capital Management LP 8.52% Add +7.6% 98,027 $47.4M
CenterBook Partners LP 2.31% Add +56.8% 97,900 $47.3M
Insigneo Advisory Services, LLC 3.40% Add +2.5% 97,890 $47.3M
Clarkston Capital Partners, LLC 1.09% Reduce -0.9% 97,699 $47.2M
WestEnd Advisors, LLC 1.10% Reduce -3.8% 97,520 $47.2M
Johnson Financial Group, Inc. 1.77% Reduce -6.3% 97,514 $47.2M
Knollwood Investment Advisory, LLC 4.42% Add +6.7% 97,421 $47.1M
Moran Wealth Management, LLC 1.44% Reduce -9.5% 96,999 $46.9M
TruWealth Advisors, LLC 2.29% Add +1.3% 96,787 $46.8M
Sawgrass Asset Management LLC 5.84% Add +1.2% 96,602 $46.7M
Constitution Capital LLC 22.00% Reduce -20.6% 96,213 $46.5M
Turtle Creek Wealth Advisors, LLC 3.66% Add +12.8% 96,199 $46.5M
Intesa Sanpaolo Wealth Management 9.62% — 96,190 $46.5M
Simmons Bank 3.10% Reduce -2.3% 96,004 $46.4M
North Star Investment Management Corp. 2.91% Add +2.0% 95,719 $46.3M
Nellore Capital Management LLC 5.18% Reduce -24.5% 95,700 $46.3M
Lee Danner & Bass Inc. 3.30% Add +1.6% 95,316 $46.1M
Keystone Investors Pte Ltd. 4.13% Add +50.9% 95,180 $46.0M
Thompson Siegel & Walmsley LLC 0.78% Add +0.1% 95,146 $46.0M
Bath Savings Trust Co 4.58% Reduce -0.5% 94,909 $45.9M
Penserra Capital Management LLC 0.54% Add +34.2% 94,544 $45.7M
Financial Engines Advisors L.L.C. 0.09% Reduce -9.1% 94,434 $45.7M
Blue Fin Capital, Inc. 7.07% Reduce -2.8% 94,288 $45.6M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 4.04% Add +104.2% 94,025 $45.5M
Westerkirk Capital Inc. 4.42% Add +28.3% 93,847 $45.4M
Bridgeway Capital Management, LLC 0.95% Add +6.0% 93,789 $45.4M
Groupe des Assurances du Credit Mutuel 15.35% New 93,600 $45.3M
ProVise Management Group, LLC 3.22% Add +1.4% 93,590 $45.3M
Stratos Investment Management, LLC 1.81% Add +0.9% 93,527 $45.2M
Smithbridge Asset Management Inc. 3.85% Add +56.1% 93,203 $45.1M
Kingswood Wealth Advisors, LLC 2.18% Add +31.3% 93,175 $45.1M
Forum Financial Management, LP 0.58% Add +2.5% 92,945 $44.9M
Coronation Fund Managers Ltd. 2.01% Add +4.0% 92,813 $44.9M
Ardmore Road Asset Management LP 3.40% Add +81.9% 92,765 $44.9M
Sound View Wealth Advisors Group, LLC 3.01% Add +0.2% 92,746 $44.9M
Maxi Investments CY Ltd 8.14% Add +273.6% 92,580 $44.8M
Rwwm, Inc. 3.07% Reduce -0.5% 92,400 $44.7M
One Wealth Capital Management, LLC 19.02% Add +0.2% 92,357 $44.7M
Palisade Capital Management, LP 1.48% Add +2.0% 92,256 $44.6M
Lyell Wealth Management, LP 3.23% Add +5.8% 92,149 $44.6M
Icon Wealth Advisors, LLC 2.96% Reduce -0.9% 91,304 $44.5M
Smithfield Trust Co 1.96% Add +0.8% 91,818 $44.4M
Columbus Hill Capital Management, L.P. 6.63% Reduce -1.7% 91,788 $44.4M
Hohimer Wealth Management, LLC 6.02% Reduce -0.2% 91,769 $44.4M
Mather Group, Llc. 0.46% Add +0.9% 91,738 $44.4M
SlateStone Wealth, LLC 3.71% Add +1.7% 91,580 $44.3M
Unio Capital LLC 8.32% Add +38.1% 91,442 $44.2M
Invictus Private Wealth, LLC 2.67% Add +0.6% 91,302 $44.2M
Tamar Securities, LLC 4.67% Add +1.3% 91,144 $44.1M
Verdence Capital Advisors LLC 2.61% Reduce -1.9% 91,104 $44.1M
VestGen Advisors, LLC 1.87% Reduce -18.2% 90,780 $43.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 4.50% Reduce -0.3% 90,761 $43.9M
Columbia Asset Management 7.75% Reduce -1.9% 90,169 $43.6M
Western Wealth Management, LLC 2.01% Add +9.2% 90,108 $43.6M
BIT Capital GmbH 1.90% Add +19.7% 90,092 $43.6M
3G Capital Partners LP 10.26% Add +157.1% 90,000 $43.5M
Fiduciary Group, LLC 3.65% Reduce -1.4% 89,857 $43.5M
Strategic Wealth Partners, Ltd. 2.97% Reduce -6.7% 89,673 $43.4M
American Assets Investment Management, LLC 2.99% No change 89,650 $43.4M
Arax Advisory Partners 1.26% Reduce -51.6% 89,538 $43.3M
Leavell Investment Management, Inc. 1.79% Reduce -2.5% 89,044 $43.1M
Lingotto Investment Management LLP 0.76% Add +21.7% 88,837 $43.0M
CapWealth Advisors, LLC 3.77% Reduce -3.5% 88,742 $42.9M
Managed Asset Portfolios, LLC 5.18% Reduce -1.1% 88,712 $42.9M
Journey Advisory Group, LLC 3.60% Reduce -3.3% 88,462 $42.8M
Allen Operations LLC 5.35% No change 88,383 $42.7M
Three Seasons Wealth, LLC 4.07% Reduce -0.6% 88,328 $42.7M
Marco Investment Management LLC 3.21% Add +0.3% 88,327 $42.7M
Randolph Co Inc 4.08% Add +0.2% 87,915 $42.5M
Fideuram Asset Management (Ireland) dac 3.37% — 101,976 $42.4M
Cambient Family Office, LLC 6.06% — 87,758 $42.4M
Milestones Administradora de Recursos Ltda. 14.00% Reduce -1.6% 87,675 $42.4M
Renaissance Group LLC 1.70% Reduce -4.0% 87,585 $42.4M
Overbrook Management Corp 7.31% Add +2.8% 87,535 $42.3M
ICICI Prudential Asset Management Co Ltd 4.95% Add +1.9% 87,514 $42.3M
Mirova 6.10% Add +0.3% 87,459 $42.3M
Resources Management Corp. /CT/ 5.46% Reduce -0.6% 87,090 $42.1M
First Nebraska Trust Co 3.85% Add +1.9% 87,051 $42.1M
FUKOKU MUTUAL LIFE INSURANCE Co 2.76% Reduce -3.4% 86,861 $42.0M
Pinnacle Wealth Management Advisory Group, LLC 2.87% Add +2.2% 86,219 $41.7M
Covington Investment Advisors Inc. 5.68% Reduce -8.7% 85,888 $41.5M
GM Advisory Group, LLC 1.62% Add +25.6% 85,750 $41.5M
Jacobs & Co. 3.91% Reduce -1.3% 85,648 $41.4M
Wallington Asset Management, LLC 5.24% Reduce -0.5% 85,460 $41.3M
Belpointe Asset Management LLC 1.49% Add +1.6% 85,370 $41.3M
Schmidt P J Investment Management Inc. 6.71% Reduce -1.2% 85,342 $41.3M
Rheos Capital Works Inc. 2.64% Reduce -20.9% 85,300 $41.3M
Lakeside Advisors, INC. 26.29% Reduce -0.9% 84,998 $41.1M
Cypress Capital Group 4.60% Add +17.5% 84,867 $41.0M
International Assets Investment Management, LLC 2.81% Reduce -1.5% 84,823 $41.0M
Steigerwald, Gordon & Koch Inc. 3.99% Reduce -1.6% 84,786 $41.0M
Bank of Nova Scotia Trust Co. 3.56% Add +1.6% 84,570 $40.9M
TenCore Partners, LP 20.88% Reduce -9.7% 84,461 $40.8M
Value Partners Investments Inc. 3.13% Add +1.5% 84,412 $40.8M
Pennant Investors, LP 9.94% Reduce -10.8% 84,400 $40.8M
Blacksheep Fund Management Ltd 16.57% New 84,280 $40.8M
Blue Grotto Capital, LLC 4.19% New 84,252 $40.7M
Defiance ETFs, LLC 1.33% — 83,459 $40.7M
Goelzer Investment Management, Inc. 1.89% Add +1.2% 84,072 $40.7M
St Germain D J Co. Inc. 1.58% Add +1.0% 83,866 $40.6M
Avestar Capital, LLC 2.79% Add +2.6% 83,848 $40.6M
Nations Financial Group Inc, /Ia/ 2.13% Add +13.9% 83,744 $40.5M
Algert Global LLC 0.63% Add +17.4% 83,689 $40.5M
Pictet North America Advisors SA 3.84% Reduce -2.7% 83,972 $40.4M
Sky Investment Group LLC 6.84% Add +0.2% 83,601 $40.4M
Ironwood Investment Counsel, LLC 5.64% Reduce -2.5% 83,523 $40.4M
Hunter Associates Investment Management LLC 5.40% Reduce -0.6% 83,477 $40.4M
NFJ Investment Group, LLC 1.45% Add +39.5% 83,417 $40.3M
Integrated Advisors Network LLC 1.78% Reduce -2.7% 83,014 $40.1M
Howe & Rusling Inc. 2.66% Add +1.4% 83,006 $40.1M
Rings Capital Management LLC 19.95% No change 83,000 $40.1M
CSM Advisors, LLC 1.09% Add +5.5% 82,944 $40.1M
Ithaka Group LLC 7.14% Add +1.4% 82,789 $40.0M
Cullen Investment Group, LTD. 5.19% Reduce -5.4% 83,479 $40.0M
Arvest Bank Trust Division 2.16% Add +8.9% 82,654 $40.0M
ARS Wealth Advisors Group, LLC 3.60% Add +0.8% 82,572 $39.9M
Trust Asset Management LLC 2.72% Reduce -3.6% 82,545 $39.9M
Edge Wealth Management LLC 7.02% Reduce -0.7% 82,266 $39.8M
SP Asset Management LLC 3.14% Reduce -1.0% 82,195 $39.8M
Culbertson A N & Co. Inc. 5.44% Reduce -0.2% 81,982 $39.6M
Fagan Associates, Inc. 5.27% Reduce -0.4% 81,762 $39.5M
Nemes Rush Group LLC 3.72% Reduce -0.2% 81,707 $39.5M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 9.94% Add +0.3% 81,611 $39.5M
Ibex Wealth Advisors 3.85% Add +16.2% 81,199 $39.3M
Mirabaud & Cie SA 12.65% Reduce -2.5% 81,159 $39.3M
River Wealth Advisors LLC 4.40% Reduce -0.9% 81,133 $39.2M
Griffin Asset Management, Inc. 4.25% Add +4.3% 81,129 $39.2M
AlTi Global, Inc. 0.84% Reduce -3.1% 81,118 $39.2M
Progressive Investment Management Corp 9.33% Reduce -0.8% 80,649 $39.0M
Longbow Finance SA 6.59% Reduce -43.6% 80,530 $38.9M
DE Burlo Group Inc. 4.72% Reduce -0.2% 80,424 $38.9M
First National Advisers, LLC 5.34% Reduce -2.4% 80,236 $38.8M
Hillman Co. 13.44% No change 80,136 $38.8M
Cincinnati Casualty Co. 19.63% No change 80,000 $38.7M
Central Securities Corp 3.11% No change 80,000 $38.7M
MKP Capital Management, L.L.C. 1.38% Reduce -66.8% 80,000 $38.7M
JGP Wealth Management, LLC 4.02% Add +5.0% 79,799 $38.6M
Harbour Investments, Inc. 0.78% Add +17.5% 79,795 $38.6M
Professional Advisory Services Inc. 4.56% Add +2.0% 79,727 $38.6M
LaFleur & Godfrey LLC 4.67% Reduce -1.7% 79,687 $38.5M
Walleye Trading LLC 0.62% Add +81.8% 79,561 $38.5M
Larson Financial Group LLC 1.29% Reduce -2.4% 79,542 $38.5M
LS Investment Advisors, LLC 5.39% Reduce -0.5% 79,516 $38.5M
Spirepoint Private Client, LLC 3.67% Add +7.1% 79,362 $38.4M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2.63% Reduce -14.8% 78,868 $38.1M
Jaffetilchin Investment Partners, LLC 2.23% Reduce -2.6% 78,804 $38.1M
Amiral Gestion 14.00% Add +2.7% 78,719 $38.1M
1ST Source Bank 1.99% Reduce -4.4% 78,301 $37.9M
Oxbow Advisors, LLC 3.37% Reduce -0.4% 78,151 $37.8M
Courier Capital LLC 2.12% Reduce -3.4% 78,068 $37.8M
Banco BTG Pactual S.A. 6.68% Add +3.1% 78,008 $37.7M
Evolve Private Wealth, LLC 2.24% — 77,948 $37.7M
Checchi Capital Advisers, LLC 2.55% Reduce -3.7% 77,614 $37.5M
Procyon Advisors, LLC 1.85% Add +12.0% 77,603 $37.5M
Abner Herrman & Brock LLC 3.83% Reduce -1.1% 77,600 $37.5M
Independence Bank of Kentucky 4.66% Add +4.1% 77,513 $37.5M
Wedgewood Partners Inc. 7.00% Reduce -2.2% 77,496 $37.5M
Canandaigua National Bank & Trust Co. 3.36% Reduce -9.2% 77,460 $37.5M
Pennsylvania Capital Management Inc. 10.27% Reduce -0.1% 77,344 $37.4M
Iyo Bank, Ltd. 11.92% No change 77,222 $37.3M
Pure Financial Advisors, LLC 0.56% Reduce -3.5% 77,205 $37.3M
BBR Partners, LLC 2.00% Add +0.6% 77,160 $37.3M
Fulcrum Capital LLC 7.48% Add +1.2% 77,012 $37.2M
Northside Capital Management, LLC 3.23% Add +16.9% 76,897 $37.2M
Verity & Verity, LLC 2.88% Add +1.1% 76,673 $37.1M
Clearline Capital LP 2.77% Add +141.6% 76,117 $36.8M
Foyston, Gordon & Payne Inc 8.02% Add +0.9% 76,076 $36.8M
Absher Wealth Management, LLC 4.36% Reduce -2.5% 76,038 $36.8M
StoneX Group Inc. 1.60% Add +0.3% 75,929 $36.8M
Jasper Ridge Partners, L.P. 0.81% Reduce -0.3% 75,886 $36.7M
First Fiduciary Investment Counsel, Inc. 7.11% Reduce -0.8% 75,851 $36.7M
Bar Harbor Wealth Management 2.12% Reduce -0.9% 75,809 $36.7M
Woodmont Investment Counsel LLC 2.30% Add +0.8% 75,792 $36.7M
Clarity Financial LLC 3.39% Add +5.9% 75,753 $36.6M
Cardinal Capital Management, Inc. 0.82% Add +5837.3% 55,217 $36.6M
Sunbelt Securities, Inc. 2.44% Add +1.4% 75,737 $36.6M
Coastal Bridge Advisors, LLC 2.74% Add +0.4% 75,673 $36.6M
Nexus Investment Management ULC 4.99% Reduce -1.3% 75,652 $36.6M
Qtron Investments LLC 4.75% Reduce -9.0% 75,603 $36.6M
DSG Capital Advisors, LLC 5.56% Add +1.3% 79,980 $36.5M
Mirae Asset Securities (usa) Inc. 1.44% Add +200.1% 75,200 $36.4M
Estuary Capital Management LP 6.46% New 75,170 $36.4M
Hillsdale Investment Management Inc. 1.00% Add +1.1% 75,162 $36.3M
Krilogy Financial LLC 1.24% Add +14.5% 77,274 $36.3M
Benin Management CORP 8.10% Add +12.8% 75,024 $36.3M
Proem Advisors LLC 12.29% Add +7.1% 75,000 $36.3M
M. Kraus & Co 10.12% Reduce -0.4% 74,952 $36.2M
Valley Wealth Managers, Inc. 2.32% Add +2.6% 74,888 $36.2M
Caldwell Trust Co 3.22% Reduce -0.6% 74,876 $36.2M
Trinity Street Asset Management LLP 2.27% Reduce -5.1% 74,850 $36.2M
Foster & Motley Inc. 1.93% Add +7.8% 74,800 $36.2M
Concentric Capital Strategies, LP 1.87% Add +12.0% 74,749 $36.2M
Clear Harbor Asset Management, LLC 2.47% Add +3.3% 74,657 $36.1M
Naples Global Advisors, LLC 2.69% Add +0.2% 74,449 $36.0M
Perennial Advisors, LLC 6.03% Add +0.9% 74,318 $35.9M
Prosperity Consulting Group, LLC 1.62% Add +2.4% 74,309 $35.9M
Hills Bank & Trust Co 2.09% Add +0.2% 74,302 $35.9M
General Pension Society PZU Joint Stock Co 7.25% Add +52.4% 74,200 $35.9M
Cornerstone Wealth Management, LLC 1.87% Add +6.0% 74,163 $35.9M
Onex Canada Asset Management Inc. 4.98% Reduce -3.8% 74,142 $35.9M
Parcion Private Wealth LLC 2.18% Reduce -0.8% 74,078 $35.8M
Cadinha & Co. LLC 5.53% Add +9.1% 74,073 $35.8M
NZS Capital, LLC 1.10% No change 74,048 $35.8M
HBK Sorce Advisory LLC 0.82% Add +0.1% 89,180 $35.8M
Hilton Capital Management, LLC 2.69% Add +0.7% 73,861 $35.7M
Orange Investment Advisors, Inc. 3.95% Reduce -11.8% 73,819 $35.7M
Private Trust Co. NA 3.12% Reduce -2.0% 73,694 $35.6M
Intrust Bank NA 2.95% Add +0.6% 73,648 $35.6M
Bourne Lent Asset Management Inc. 11.79% Reduce -0.1% 73,473 $35.5M
Bwcp, LP 5.89% Reduce -19.3% 73,411 $35.5M
Traynor Capital Management, Inc. 1.96% Add +1.6% 73,384 $35.5M
Transcend Capital Advisors, LLC 2.75% Reduce -12.5% 73,291 $35.4M
Valiant Capital Management, L.P. 2.95% Reduce -3.9% 72,655 $35.1M
Tufton Capital Management 6.14% Reduce -1.3% 72,610 $35.1M
AMS Capital Ltda 13.59% Reduce -17.8% 72,609 $35.1M
Azzad Asset Management Inc. 3.44% Add +0.3% 72,606 $35.1M
Westchester Capital Management, Inc. 7.26% Add +1.8% 72,591 $35.1M
Capital Group Investment Management Pte. LTD. 5.69% Add +2.5% 72,484 $35.1M
Vicus Capital 2.63% Reduce -3.4% 72,363 $35.0M
GHP Investment Advisors, Inc. 1.44% Reduce -0.4% 72,351 $35.0M
Legacy Private Trust Co. 2.06% Add +1.9% 72,271 $35.0M
South Street Advisors LLC 4.90% Reduce -10.7% 72,205 $34.9M
Permanent Capital Management, LP 6.80% Reduce -0.3% 72,189 $34.9M
Forvis Mazars Wealth Advisors, LLC 0.66% Add +5.0% 72,163 $34.9M
Norden Group LLC 3.41% Add +3.8% 71,917 $34.8M
Mitchell Capital Management Co. 6.22% Reduce -3.9% 71,917 $34.8M
Cohen Capital Management, Inc. 5.24% Add +0.0% 71,905 $34.8M
Burling Wealth Partners, LLC 5.39% Add +6.4% 71,749 $34.7M
Zevin Asset Management LLC 4.65% Add +0.8% 71,718 $34.7M
Cassaday & Co Wealth Management LLC 0.73% Add +2.9% 71,685 $34.7M
Mechanics Bank Trust Department 4.54% Reduce -0.1% 71,627 $34.6M
James Investment Research, Inc. 3.78% Reduce -3.6% 71,568 $34.6M
Coleford Investment Management Ltd. 8.41% Reduce -2.2% 71,456 $34.6M
Kapitalo Investimentos Ltda 6.61% Add +13.1% 71,402 $34.5M
Dash Acquisitions Inc. 7.19% Add +1.6% 83,264 $34.5M
Trifecta Capital Advisors, LLC 5.10% Add +1.5% 71,259 $34.5M
PFG Advisors 1.67% Reduce -36.3% 71,227 $34.4M
Deltec Asset Management LLC 5.71% Add +15.8% 71,225 $34.4M
AMG National Trust Bank 0.81% Add +0.4% 71,174 $34.4M
Cigna Investments Inc. 5.01% Reduce -1.1% 71,101 $34.4M
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 9.19% — 70,877 $34.3M
Pettyjohn, Wood & White, Inc. 5.37% Add +3.0% 70,819 $34.2M
MIG Capital, LLC 5.81% No change 70,815 $34.2M
Princeton Global Asset Management LLC 5.54% Reduce -0.7% 70,751 $34.2M
Centaurus Financial, Inc. 1.56% Reduce -3.3% 70,645 $34.2M
Godsey & Gibb, Inc. 3.07% Add +0.2% 70,619 $34.2M
Simplex Trading, LLC 0.96% Reduce -84.6% 70,610 $34.1M
Segment Wealth Management, LLC 1.98% Add +2.0% 70,594 $34.1M
Capco Asset Management, LLC 8.35% Reduce -1.8% 70,591 $34.1M
Janney Capital Management LLC 2.14% Reduce -6.8% 70,559 $34.1M
GLOBALT Investments LLC / GA 1.25% Reduce -2.8% 70,546 $34.1M
MainStreet Investment Advisors LLC 4.90% Reduce -7.2% 70,522 $34.1M
Generali Powszechne Towarzystwo Emerytalne 5.83% Add +30.3% 70,500 $34.1M
Greatmark Investment Partners, Inc. 4.03% Reduce -2.3% 70,427 $34.1M
Galvin, Gaustad & Stein, LLC 2.70% Add +2.6% 70,419 $34.1M
Strategic Advisors LLC 5.31% Reduce -1.5% 70,090 $33.9M
Alvarez & Marsal Private Wealth Partners, LLC 6.50% — 70,008 $33.9M
Makena Capital Management LLC 4.06% Reduce -6.1% 70,000 $33.9M
Wellington Shields & Co., LLC 8.35% Add +2.6% 69,990 $33.8M
Rothschild Investment LLC 1.86% Reduce -0.7% 69,912 $33.8M
Webster Bank, N. A. 3.17% Reduce -0.5% 69,820 $33.8M
Monetary Management Group Inc. 7.79% Reduce -1.2% 69,671 $33.7M
RNC Capital Management LLC 1.53% Reduce -3.0% 69,575 $33.6M
Horiko Capital Management LLC 7.42% Reduce -2.0% 69,424 $33.6M
Denali Advisors LLC 3.73% Reduce -0.2% 69,476 $33.6M
Everest Financial Group LLC 7.50% — 69,683 $33.5M
Walter Public Investments Inc. 5.92% Reduce -14.3% 69,272 $33.5M
Red Door Wealth Management, LLC 3.48% Reduce -0.4% 69,237 $33.5M
EverSource Wealth Advisors, LLC 1.23% Add +3.8% 69,203 $33.5M
Peachtree Investment Partners, LLC 11.11% Reduce -3.8% 69,198 $33.5M
Meiji Yasuda America Inc 7.67% — 69,112 $33.4M
Rice Partnership, LLC 4.51% Add +1.4% 69,026 $33.4M
Zuckerman Investment Group, LLC 2.99% Add +2.6% 69,008 $33.4M
Ameritas Advisory Services, LLC 1.25% Add +30.6% 68,973 $33.4M
Foster Victor Wealth Advisors, LLC 1.94% Add +3.1% 72,446 $33.3M
Missouri Trust & Investment Co 9.75% Reduce -0.1% 68,711 $33.2M
Nelson Capital Management, LLC 3.88% Reduce -2.1% 68,627 $33.2M
United Bank 4.38% Reduce -6.3% 68,565 $33.2M
Cutler Investment Counsel LLC 3.44% Reduce -1.4% 68,345 $33.1M
Stenger Family Office, LLC 6.82% Add +36.8% 68,294 $33.0M
Covenant Asset Management, LLC 6.36% Add +0.6% 68,277 $33.0M
Community Financial Services Group, LLC 6.06% Reduce -2.3% 68,249 $33.0M
Buckley Wealth Management, LLC 8.72% Reduce -0.3% 67,999 $32.9M
ExodusPoint Capital Management, LP 0.37% Reduce -40.3% 67,986 $32.9M
Zhang Financial LLC 1.23% Add +7.9% 67,928 $32.9M
Pragma Gestao DE Patrimonio Ltd. 13.99% Add +6.1% 67,900 $32.8M
Purpose Unlimited Inc. 1.52% — 67,852 $32.8M
Sage Mountain Advisors LLC 1.74% Reduce -4.3% 67,780 $32.8M
Pioneer Trust Bank N A 7.60% Reduce -0.9% 67,756 $32.8M
Dividend Assets Capital, LLC 6.26% Reduce -7.7% 67,720 $32.8M
Claret Asset Management Corp 3.82% Add +0.0% 67,534 $32.7M
Owl Creek Asset Management, L.P. 3.90% Add +80.8% 67,011 $32.4M
Sava Infond d.o.o. 4.38% Add +1.0% 67,000 $32.4M
Gemsstock Ltd. 4.08% New 66,945 $32.4M
Holderness Investments Co. 6.57% Reduce -2.3% 66,821 $32.3M
Hutchinson Capital Management 5.54% Add +0.1% 66,797 $32.3M
Focus Financial Network, Inc. 1.12% Reduce -1.3% 66,664 $32.2M
Meiji Yasuda Life Insurance Co 0.93% Reduce -2.2% 66,624 $32.2M
SageView Advisory Group, LLC 1.09% Reduce -4.9% 66,606 $32.2M
Nicola Wealth Management LTD. 2.93% No change 66,560 $32.2M
Strategic Planning Group, LLC 4.14% Add +6.1% 66,535 $32.2M
Sand Hill Global Advisors, LLC 1.12% Reduce -0.7% 66,398 $32.1M
Trivium Point Advisory, LLC 3.23% Add +4.8% 66,385 $32.1M
Stokes Family Office, LLC 2.93% Add +14.7% 66,281 $32.1M
Blackhill Capital Inc. 1.64% No change 66,050 $31.9M
Parr McKnight Wealth Management Group, LLC 4.18% Reduce -0.6% 65,886 $31.9M
Hartline Investment Corp./ 3.44% Reduce -0.1% 65,788 $31.8M
Hilltop National Bank 7.69% Add +42.6% 65,750 $31.8M
Integrity Alliance, Llc. 1.16% Add +15.1% 65,719 $31.8M
Connors Investor Services Inc. 2.73% Reduce -0.3% 65,671 $31.7M
Parkside Financial Bank & Trust 2.38% Add +2.9% 65,590 $31.7M
Taikang Asset Management (Hong Kong) Co Ltd 3.13% Add +20.5% 65,435 $31.6M
Titan Global Capital Management USA LLC 4.53% Reduce -0.3% 65,342 $31.6M
Thompson Investment Management, Inc. 3.97% Reduce -0.1% 65,331 $31.6M
Sycale Advisors (NY) LLC 11.12% No change 65,295 $31.6M
Nan Fung Trinity (hk) Ltd. 2.50% Add +49.8% 65,192 $31.5M
Sepio Capital, LP 1.72% Add +12.9% 64,935 $31.4M
Intact Investment Management Inc. 0.90% Add +2.9% 64,900 $31.4M
Greenwood Capital Associates LLC 3.39% Add +2.2% 64,480 $31.2M
Allied Investment Advisors, LLC 4.81% Add +0.5% 64,384 $31.1M
Anchor Capital Advisors LLC 0.90% Reduce -1.2% 64,295 $31.1M
Hendershot Investments Inc. 3.96% Add +5.4% 64,291 $31.1M
Perkins Coie Trust Co 5.79% Reduce -4.3% 64,264 $31.1M
Canvas Wealth Advisors, LLC 5.27% Add +2.9% 64,175 $31.0M
Bridgewater Advisors Inc. 2.01% Reduce -1.1% 69,863 $31.0M
Jamison Private Wealth Management, Inc. 3.86% Reduce -0.2% 64,081 $31.0M
Bright Rock Capital Management, LLC 6.08% No change 64,000 $31.0M
CCM Investment Advisers LLC 2.97% Reduce -1.6% 63,992 $30.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.47% Add +6.8% 63,977 $30.9M
First Financial Bank - Trust Division 2.54% Add +0.6% 63,946 $30.9M
McRae Capital Management Inc. 6.29% Reduce -3.2% 63,734 $30.8M
Premier Fund Managers Ltd 1.78% Reduce -15.4% 63,225 $30.8M
Archford Capital Strategies, LLC 3.59% Add +1.5% 63,715 $30.8M
WoodTrust Financial Corp 3.59% Add +0.9% 63,616 $30.8M
Tritonpoint Wealth, LLC 3.11% Reduce -23.0% 63,490 $30.7M
Borer Denton & Associates, Inc. 10.34% Reduce -1.2% 63,449 $30.7M
NatWest Group plc 7.13% Add +15.3% 63,344 $30.6M
EDENTREE ASSET MANAGEMENT Ltd 9.35% Reduce -27.5% 63,101 $30.5M
Cape Cod Five Cents Savings Bank 2.79% No change 70,734 $30.4M
Solidarity Wealth, LLC 6.22% Add +16.6% 62,873 $30.4M
WealthPlan Investment Management, LLC 1.94% Add +83.4% 62,813 $30.4M
RPG Investment Advisory, LLC 3.44% Add +1.2% 62,769 $30.4M
Cache Advisors, LLC 3.73% Add +12.0% 62,761 $30.4M
Mengis Capital Management, Inc. 5.37% Add +6.1% 62,535 $30.2M
AdvisorNet Financial, Inc 1.61% Add +1.1% 62,510 $30.2M
Bogart Wealth, LLC 1.21% Add +1.7% 62,368 $30.2M
Third View Private Wealth, LLC 4.06% — 62,309 $30.1M
Portfolio Design Labs, LLC 4.95% Add +3.6% 62,133 $30.0M
Marathon Trading Investment Management LLC 3.60% New 62,058 $30.0M
Alley Investment Management Company, LLC 3.51% Add +0.0% 62,048 $30.0M
Ipswich Investment Management Co., Inc. 6.94% Reduce -1.2% 61,975 $30.0M
Sirios Capital Management L P 3.73% Add +119.2% 61,945 $30.0M
Colonial Trust Co / SC 3.99% Add +0.9% 61,851 $29.9M
Cooper Financial Group 3.18% Add +2.3% 61,778 $29.9M
Stone Summit Wealth LLC 8.08% Add +0.0% 61,626 $29.8M
Sfmg, LLC 2.00% Reduce -5.5% 61,520 $29.8M
Mars Jewett Financial Group, Inc. 8.86% — 73,575 $29.8M
Lighthouse Investment Partners, LLC 0.99% Add +83.7% 61,501 $29.7M
Broadleaf Partners, LLC 6.23% Reduce -0.1% 61,085 $29.5M
Toth Financial Advisory Corp. 3.21% Add +0.3% 61,066 $29.5M
American Money Management, LLC 4.64% Add +1.8% 61,050 $29.5M
Altrafin AG 9.51% Add +2.7% 60,845 $29.4M
Davis Selected Advisers 0.13% Add +16.2% 60,801 $29.4M
Consilio Wealth Advisors, LLC 8.60% Add +3.1% 60,779 $29.4M
Salomon & Ludwin, LLC 2.60% Add +0.8% 62,162 $29.4M
Untitled Investments LP 8.83% Reduce -6.3% 60,754 $29.4M
Brasada Capital Management, LP 5.05% Reduce -1.8% 62,113 $29.4M
Whalerock Point Partners, LLC 5.77% Add +6.5% 60,615 $29.3M
Vision Capital Management, Inc. 3.53% Reduce -0.8% 60,564 $29.3M
CHICAGO TRUST Co NA 4.61% Reduce -11.0% 60,377 $29.2M
71 West Capital Partners 1.34% — 60,317 $29.2M
University of Texas/Texas Am Investment Management Co. 4.12% Reduce -6.4% 60,316 $29.2M
Texas Capital Bank Wealth Management Services Inc 1.68% Add +31.6% 60,277 $29.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6.64% Reduce -10.1% 60,109 $29.1M
RFG Advisory, LLC 0.55% Reduce -4.1% 60,093 $29.1M
Somerville Kurt F 4.93% Reduce -2.3% 60,055 $29.0M
EULAV Asset Management 0.77% Add +6.2% 60,032 $29.0M
Cincinnati Specialty Underwriters Insurance CO 6.69% No change 60,000 $29.0M
Capital Asset Advisory Services LLC 1.17% Add +2.5% 60,634 $29.0M
Knuff & Co LLC 8.50% Add +0.5% 59,607 $28.8M
Crewe Advisors LLC 2.55% Reduce -1.1% 59,553 $28.8M
Fulcrum Asset Management LLP 8.01% Add +0.9% 59,070 $28.8M
Lanark Financial, Inc. 2.17% Reduce -0.4% 59,487 $28.8M
Laurel Wealth Advisors LLC 3.80% Reduce -0.9% 59,485 $28.8M
Teamwork Financial Advisors, LLC 3.06% Add +5.0% 59,385 $28.7M
Moody National Bank Trust Division 2.76% Reduce -28.4% 59,243 $28.7M
Retirement Planning Group, LLC 0.94% Add +4.6% 59,115 $28.6M
GDS Wealth Management 1.79% Add +1.0% 59,100 $28.6M
Westwind Capital 5.82% Reduce -1.8% 58,903 $28.5M
Madrona Financial Services, LLC 6.08% Reduce -9.7% 58,812 $28.4M
Confluence Wealth Services, Inc. 1.18% Reduce -4.7% 58,757 $28.4M
Rempart Asset Management Inc. 5.37% Reduce -8.4% 58,740 $28.4M
Phraction Management LLC 8.05% Add +0.2% 58,739 $28.4M
Guardian Partners Inc. 2.28% Add +7.0% 68,810 $28.4M
Asset One Wealth Management LLC 3.89% — 67,074 $28.4M
JLB & Associates Inc. 3.83% Reduce -2.2% 58,691 $28.4M
Y.D. More Investments Ltd 1.36% Add +7.5% 58,569 $28.3M
Community Bank, N.A. 3.35% Add +0.8% 58,553 $28.3M
Robinhood Asset Management, LLC 2.25% — 58,520 $28.3M
Hamilton Wealth, LLC 5.37% Add +5.5% 58,410 $28.2M
Peak Asset Management, LLC 4.80% Reduce -0.9% 58,352 $28.2M
GFS Advisors, LLC 3.35% Add +0.5% 58,237 $28.2M
Strategic Wealth Investment Group, LLC 3.46% Reduce -31.9% 58,209 $28.2M
Valmark Advisers, Inc. 0.35% Reduce -0.9% 57,960 $28.0M
Bfsg, LLC 2.72% Reduce -0.1% 57,740 $27.9M
Middleton & Co. Inc. 2.96% Reduce -0.2% 57,663 $27.9M
Aquatic Capital Management LLC 0.79% Reduce -62.4% 57,585 $27.8M
Everhart Financial Group, Inc. 2.58% Add +2.5% 57,545 $27.8M
Rockline Wealth Management, LLC 5.67% Add +2.1% 57,458 $27.8M
Clearstead Trust, LLC 4.37% Add +2.2% 57,454 $27.8M
Keel Point, LLC 1.67% Reduce -0.6% 57,400 $27.8M
DT Investment Partners, LLC 2.30% Add +1.8% 57,388 $27.8M
Flagship Harbor Advisors, LLC 1.30% Reduce -18.9% 57,103 $27.6M
New Hampshire Trust 5.36% Reduce -2.8% 56,924 $27.5M
Occidental Asset Management, LLC 3.31% Add +0.7% 56,889 $27.5M
Cheviot Value Management, LLC 2.70% Reduce -1.5% 57,100 $27.5M
Paragon Capital Management Ltd 5.58% Reduce -17.4% 56,795 $27.5M
Arthur M. Cohen & Associates, LLC 4.48% Reduce -1.1% 56,698 $27.4M
XN LP 0.77% New 56,689 $27.4M
Csenge Advisory Group 1.24% Add +2.7% 56,653 $27.4M
Augustine Asset Management Inc. 5.47% Reduce -0.2% 56,609 $27.4M
Baker Ellis Asset Management LLC 3.29% Add +0.1% 56,526 $27.3M
Harbour Trust & Investment Management Co 2.79% Add +7.0% 56,495 $27.3M
Wealth Enhancement Trust Services, Inc. 3.43% — 56,211 $27.2M
Sargent Investment Group, LLC 3.41% Add +0.6% 56,139 $27.1M
Pavion Blue Capital, LLC 11.27% Reduce -0.5% 56,127 $27.1M
Relyea Zuckerberg Hanson LLC 2.74% Reduce -0.3% 56,123 $27.1M
Sendero Wealth Management, LLC 3.01% Reduce -0.5% 56,087 $27.1M
Balboa Wealth Partners 4.49% Reduce -0.2% 56,031 $27.1M
Stratos Wealth Advisors, LLC 1.31% Add +0.3% 56,029 $27.1M
Glen Eagle Advisors, LLC 3.69% Reduce -1.9% 56,019 $27.1M
West Branch Capital LLC 6.98% Add +0.6% 56,005 $27.1M
Ivory Union Consulting Ltd 19.17% — 56,000 $27.1M
Spinnaker Investment Group, LLC 4.90% Reduce -14.2% 55,858 $27.0M
Certuity, LLC 1.69% Add +3.3% 55,659 $26.9M
Hamilton Point Investment Advisors, LLC 4.09% Add +4.7% 55,612 $26.9M
Ratan Capital Management LP 7.40% Add +1160.4% 57,839 $26.9M
SeaCrest Wealth Management, LLC 2.72% Reduce -3.5% 55,598 $26.9M
Aragon Global Management, LP 8.15% No change 55,559 $26.9M
Shay Capital LLC 4.34% Add +318.9% 55,550 $26.9M
Arcadia Investment Management Corp. 4.36% Reduce -3.6% 55,524 $26.9M
Greenwich Wealth Management LLC 1.19% Add +1.4% 55,320 $26.8M
Motco 2.42% Reduce -3.0% 55,244 $26.7M
XML Financial, LLC 2.18% Reduce -8.7% 55,204 $26.7M
Strategy Asset Managers LLC 4.38% Add +8.1% 55,086 $26.6M
Stockman Wealth Management, Inc. 3.11% Add +6.8% 55,056 $26.6M
Meridian Wealth Advisors, LLC 3.69% Reduce -4.4% 55,052 $26.6M
Heirloom Wealth Management 6.15% Add +1.6% 55,007 $26.6M
Alight Capital Management LP 7.13% Add +10.0% 55,000 $26.6M
Supplemental Annuity Collective Trust of NJ 6.88% No change 55,000 $26.6M
SFE Investment Counsel 4.14% Add +1.6% 54,968 $26.6M
Delta Investment Management, LLC 4.61% Add +0.3% 54,918 $26.6M
Paul R. Ried Financial Group, LLC 12.52% Reduce -2.7% 54,829 $26.5M
Great Lakes Retirement, Inc. 2.75% Add +1.6% 54,762 $26.5M
Montaka Global Pty Ltd 12.51% — 54,651 $26.4M
Regal Investment Advisors LLC 1.58% Add +3.1% 54,544 $26.4M
Nicolet Advisory Services, LLC 1.77% Add +8.8% 55,206 $26.3M
Quattro Financial Advisors LLC 7.85% Reduce -3.5% 54,401 $26.3M
HS Management Partners, LLC 5.61% Reduce -33.4% 54,327 $26.3M
Independent Investors Inc. 4.88% No change 54,300 $26.3M
Genoa Capital Gestora de Recursos Ltda. 16.63% — 54,266 $26.2M
Leeward Financial Partners, LLC 7.37% Add +8.5% 54,247 $26.2M
Premier Path Wealth Partners, LLC 3.39% Add +0.2% 54,228 $26.2M
Field & Main Bank 7.55% Add +1.1% 54,196 $26.2M
Capital Planning LLC 7.34% Add +0.6% 55,416 $26.2M
CMH Wealth Management LLC 5.61% Add +1.7% 54,184 $26.2M
Hall Laurie J Trustee 8.71% Reduce -3.8% 54,175 $26.2M
Bellecapital International Ltd. 4.66% Reduce -17.8% 54,138 $26.2M
Baker Chad R 4.69% Add +0.0% 53,575 $26.1M
Embree Financial Group 3.21% Add +0.5% 53,960 $26.1M
Analyst IMS Investment Management Services Ltd. 0.76% Reduce -1.0% 53,940 $26.1M
Canal Capital Management, LLC 3.70% Add +2.9% 53,899 $26.1M
Avior Wealth Management, LLC 0.81% Reduce -2.5% 53,865 $26.1M
Gryphon Financial Partners LLC 2.79% Add +5.9% 53,850 $26.0M
Sompo Asset Management Co., Ltd. 4.45% Reduce -5.0% 53,725 $26.0M
Hotchkis & Wiley Capital Management LLC 0.08% Add +1.6% 53,604 $25.9M
Valicenti Advisory Services Inc. 5.42% Add +1.1% 53,515 $25.9M
Quinn Opportunity Partners LLC 1.12% New 53,500 $25.9M
SageGuard Financial Group, LLC 4.10% — 53,297 $25.8M
K.J. Harrison & Partners Inc 3.41% Reduce -1.7% 53,108 $25.7M
Broderick Brian C 4.85% Add +0.0% 53,092 $25.7M
Miramar Capital, LLC 5.61% Add +0.1% 53,077 $25.7M
PDS Planning, Inc 1.71% Add +0.1% 53,060 $25.7M
City Holding Co. 3.16% Add +0.8% 53,040 $25.7M
Waldron Private Wealth LLC 1.01% Add +0.0% 52,909 $25.6M
Brown Shipley& Co Ltd 13.68% Reduce -3.6% 52,903 $25.6M
Farmers Trust Co. 4.17% Reduce -0.8% 52,828 $25.5M
Ausdal Financial Partners, Inc. 1.18% Reduce -2.4% 52,714 $25.5M
Hodges Capital Management Inc. 2.19% Reduce -1.1% 52,700 $25.5M
Bell Asset Management Ltd 6.80% Add +6.6% 52,376 $25.4M
Pennant Select, LLC 13.46% Add +61.4% 52,600 $25.4M
Laffer Tengler Investments, Inc. 4.46% Add +1.8% 52,591 $25.4M
Van Strum & Towne Inc. 7.11% Reduce -3.1% 52,586 $25.4M
RKL Wealth Management LLC 2.09% Add +1.3% 52,575 $25.4M
Aprio Wealth Management, LLC 1.46% Add +4.7% 36,714 $25.4M
Lynwood Price Capital Management LP 12.35% No change 52,500 $25.4M
Canal Insurance CO 6.15% No change 52,500 $25.4M
Jacobi Capital Management LLC 1.47% Add +3.7% 52,475 $25.4M
Cypress Asset Management Inc. 5.58% Reduce -0.7% 52,467 $25.4M
Farmers National Bank 5.66% Add +3.5% 52,455 $25.4M
HWG Holdings LP 6.12% Add +5.1% 52,256 $25.3M
Arete Wealth Advisors, LLC 1.75% Add +5.1% 52,205 $25.2M
Hoffman, Alan N Investment Management 14.24% Reduce -29.8% 52,194 $25.2M
Legacy Wealth Management, LLC / MS 6.74% Add +12.4% 52,172 $25.2M
Alpha Omega Wealth Management LLC 4.18% Reduce -1.7% 52,126 $25.2M
Plimoth Trust Co. LLC 5.61% Reduce -1.7% 52,064 $25.2M
Marietta Investment Partners LLC 5.00% Add +1.0% 52,041 $25.2M
Moneco Advisors, LLC 1.99% Add +1.5% 51,905 $25.1M
NTV Asset Management LLC 2.66% Reduce -0.5% 51,902 $25.1M
Rothschild Capital Partners, LLC 5.93% Reduce -9.9% 51,900 $25.1M
St. Clair Advisors, LLC 6.47% Reduce -3.3% 51,847 $25.1M
Continuum Advisory, LLC 2.51% Add +16.1% 51,827 $25.1M
Goldstream Capital Management Ltd 10.31% Reduce -25.1% 51,803 $25.1M
Princeton Capital Management LLC 6.46% Add +0.2% 51,766 $25.0M
First Western Trust Bank 1.22% Add +2.0% 51,440 $24.9M
Lathrop Investment Management Co. 4.51% Reduce -1.7% 51,438 $24.9M
Perryman Financial Advisory Inc. 3.65% — 51,409 $24.9M
Varenne Capital Partners 5.16% New 51,246 $24.8M
RMR Wealth Builders 1.98% Add +2.1% 51,261 $24.8M
CFM Wealth Partners LLC 3.57% Reduce -0.5% 51,165 $24.7M
Formidable Asset Management, LLC 3.61% Reduce -0.1% 47,891 $24.7M
Stansberry Asset Management, LLC 2.53% Add +1.4% 51,055 $24.7M
Central Pacific Bank - Trust Division 3.14% Reduce -2.0% 51,042 $24.7M
Connecticut Wealth Management, LLC 1.07% Add +0.2% 50,905 $24.6M
Chemung Canal Trust Co. 4.87% Add +4.0% 50,894 $24.6M
Whitebark Investors LP 14.82% Reduce -23.1% 50,859 $24.6M
Mattern Wealth Management LLC 4.73% Reduce -0.9% 50,765 $24.6M
Leuthold Group, LLC 2.65% Reduce -2.6% 50,686 $24.5M
Global Endowment Management, LP 3.06% Add +4.2% 50,677 $24.5M
Koshinski Asset Management, Inc. 1.58% Reduce -0.4% 50,659 $24.5M
Mystic Asset Management, Inc. 5.54% Reduce -0.6% 50,604 $24.5M
Generali Investments, Management Co LLC 4.87% Reduce -25.2% 50,560 $24.5M
Haverford Financial Services, Inc. 6.85% Reduce -0.5% 50,533 $24.4M
Elk River Wealth Management LLC 3.92% Reduce -2.3% 50,498 $24.4M
M Holdings Securities, Inc. 1.74% Add +270.7% 50,373 $24.4M
Campbell Capital Management Inc. 8.24% Add +0.2% 50,350 $24.4M
SG Trading Solutions, LLC 5.65% — 50,332 $24.3M
Copeland Capital Management, LLC 0.54% Reduce -4.0% 50,299 $24.3M
Arjuna Capital 5.96% Add +1.0% 50,269 $24.3M
Sigma Investment Counselors Inc. 1.23% Reduce -0.6% 50,226 $24.3M
D L Carlson Investment Group Inc. 4.09% Reduce -1.8% 50,193 $24.3M
Money Concepts Capital Corp. 1.36% Add +7.5% 50,159 $24.3M
Boyd Watterson Asset Management LLC 7.02% Reduce -0.5% 50,156 $24.3M
Family Manage LLC 3.06% Add +3.5% 50,141 $24.2M
MYDA Advisors LLC 6.83% Add +25.0% 50,000 $24.2M
RBF Capital, LLC 1.10% No change 50,000 $24.2M
Polar Asset Management Partners Inc. 0.62% New 50,000 $24.2M
Signal Advisors Wealth, LLC 1.92% Add +6.3% 49,913 $24.1M
Security National Bank 3.46% Add +0.6% 49,855 $24.1M
Diversify Wealth Management, LLC 1.12% Add +0.7% 51,205 $24.1M
Villere St Denis J & Co. LLC 2.47% Reduce -3.9% 49,797 $24.1M
Nordwand Advisors, LLC 4.20% Add +0.4% 49,695 $24.0M
Inscription Capital, LLC 2.46% Add +4.2% 49,629 $24.0M
Cardinal Capital Management 3.18% Reduce -1.2% 49,591 $24.0M
Marietta Wealth Management, LLC 2.77% Add +1.9% 49,578 $24.0M
Capital Investment Counsel, Inc 2.82% Reduce -0.8% 49,537 $24.0M
Camden National Bank 3.29% Reduce -0.5% 49,535 $24.0M
Condor Capital Management 1.94% Reduce -0.2% 49,476 $23.9M
Decatur Capital Management, Inc. 9.73% Reduce -5.5% 49,445 $23.9M
Harbor Capital Advisors, Inc. 1.85% Reduce -0.1% 49,260 $23.8M
Deroy & Devereaux Private Investment Counsel Inc. 1.17% Reduce -0.4% 49,239 $23.8M
Cove Private Wealth, LLC 7.13% Add +5.6% 49,133 $23.8M
Rehmann Capital Advisory Group 1.24% Reduce -0.8% 49,118 $23.8M
Kozak & Associates, Inc. 4.58% Reduce -2.5% 49,441 $23.7M
Conning Inc. 0.84% Reduce -6.9% 48,983 $23.7M
Silverlake Wealth Management LLC 5.32% Add +0.5% 48,936 $23.7M
Versant Capital Management, Inc 2.96% Add +1.7% 48,853 $23.6M
1834 Investment Advisors Co. 2.96% Reduce -4.1% 48,814 $23.6M
Eagle Rock Investment Company, LLC 3.33% Reduce -0.4% 48,804 $23.6M
Payden & Rygel 1.64% Add +23.9% 48,730 $23.6M
Fragasso Financial Advisors Inc 1.43% Reduce -1.5% 48,711 $23.6M
Miller Wealth Advisors, LLC 8.69% Add +0.2% 48,611 $23.5M
Leonteq Securities AG 1.25% Reduce -25.6% 48,558 $23.5M
Torque Asset Management LLC 8.13% Add +8.3% 48,527 $23.5M
Simplicity Wealth,LLC 1.40% Reduce -12.3% 48,472 $23.4M
KADENSA CAPITAL Ltd 2.43% Add +16.4% 48,468 $23.4M
McGuire Investment Group, LLC 2.50% Reduce -0.1% 48,467 $23.4M
Basecamp Wealth Advisors LLC 4.99% — 48,448 $23.4M
Westbourne Investment Advisors, Inc. 6.46% Reduce -0.3% 48,438 $23.4M
Keystone Financial Group 1.74% Reduce -11.8% 48,359 $23.4M
Mark Sheptoff Financial Planning, LLC 11.14% Reduce -0.6% 48,325 $23.4M
Richard Bernstein Advisors LLC 0.69% Reduce -14.7% 48,249 $23.3M
Monarch Capital Management Inc. 5.73% Reduce -0.5% 48,243 $23.3M
Fogel Capital Management, Inc. 10.75% Add +1.4% 48,214 $23.3M
Rowlandmiller & Partners.adv 4.50% Add +0.3% 48,206 $23.3M
Financial Insights, Inc. 7.80% Reduce -1.4% 48,111 $23.3M
Aspiriant, LLC 0.67% Add +6.9% 48,086 $23.3M
GeoWealth Management, LLC 0.86% Reduce -7.8% 48,069 $23.2M
Weik Capital Management 8.71% Reduce -0.4% 48,061 $23.2M
Bluegrass Capital Partners LP 13.87% Add +9.1% 48,000 $23.2M
Wayfinding Financial, LLC 9.82% Reduce -0.9% 47,947 $23.2M
SummitTX Capital, L.P. 0.70% Reduce -13.3% 47,917 $23.2M
Ascent Wealth Partners, LLC 2.66% Add +0.5% 47,883 $23.2M
HCR Wealth Advisors 2.29% Add +2.2% 47,870 $23.2M
Catalyst Financial Partners LLC 2.57% Add +5.6% 47,740 $23.1M
Cordatus Wealth Management LLC 5.33% Add +1.1% 47,684 $23.1M
FAS Wealth Partners, Inc. 1.49% Add +4.4% 47,619 $23.0M
Providence Capital Advisors, LLC 3.87% Add +0.6% 47,584 $23.0M
Institute for Wealth Management, LLC. 2.43% Reduce -1.4% 47,497 $23.0M
Rench Wealth Management, Inc. 6.59% Reduce -3.1% 47,484 $23.0M
Zweig-DiMenna Associates LLC 1.63% Reduce -2.7% 47,450 $22.9M
Texas Yale Capital Corp. 0.69% Reduce -0.1% 47,407 $22.9M
Two Point Capital Management, Inc. 9.28% Reduce -0.0% 47,337 $22.9M
Lincoln Capital Corp. 8.12% Reduce -4.3% 47,282 $22.9M
Arbejdsmarkedets Tillaegspension 0.58% — 47,272 $22.9M
Hedeker Wealth, LLC 4.79% Reduce -7.5% 47,237 $22.8M
Advisory Alpha, LLC 0.62% Add +6.3% 47,131 $22.8M
Rosenblum Silverman Sutton S F Inc. 5.28% Reduce -0.9% 47,139 $22.8M
Natural Investments, LLC 5.66% Reduce -5.7% 47,049 $22.8M
KCM Capital Inc 4.57% — 47,000 $22.7M
North Point Portfolio Managers Corp. 3.85% Add +36.4% 47,000 $22.7M
Dynasty Wealth Management, LLC 0.22% Add +8.4% 46,987 $22.7M
Manhattan West Asset Management, LLC 4.65% Reduce -2.1% 46,977 $22.7M
Claar Advisors LLC 6.64% Add +0.3% 46,960 $22.7M
Heron Bay Capital Management 4.33% Reduce -0.6% 46,899 $22.7M
Aspire Capital Advisors LLC 5.32% Reduce -1.9% 46,835 $22.7M
Oakworth Capital, Inc. 1.23% Add +0.5% 46,755 $22.6M
Washington Trust Advisors, Inc. 1.73% Reduce -0.8% 46,727 $22.6M
Isthmus Partners, LLC 2.51% Reduce -0.7% 46,724 $22.6M
Duncker Streett & Co. Inc. 4.01% Reduce -1.3% 46,712 $22.6M
Private Wealth Asset Management, LLC 2.45% Add +2.5% 46,634 $22.6M
SevenBridge Financial Group, LLC 3.63% Reduce -1.3% 47,955 $22.6M
Allen Mooney & Barnes Investment Advisors LLC 3.39% Add +0.7% 46,629 $22.6M
Woodbridge Co Ltd 0.06% Add +40.3% 46,592 $22.5M
Grafton Street Partners Management Company, LLC 11.03% — 46,568 $22.5M
Liberty One Investment Management, LLC 2.88% Reduce -56.9% 46,563 $22.5M
Portside Wealth Group, LLC 3.04% Add +0.4% 46,450 $22.5M
Capital Planning Advisors, LLC 3.00% Add +0.1% 46,414 $22.4M
Strategic Blueprint, LLC 1.33% Reduce -22.3% 46,368 $22.4M
My Personal CFO, LLC 9.35% Add +3530.1% 46,320 $22.4M
Resonant Capital Advisors, LLC 1.23% Add +1.7% 46,248 $22.4M
Asset Planning Services Inc. /La/ 9.88% Reduce -5.1% 46,223 $22.4M
Schaper Benz & Wise Investment Counsel Inc. 1.61% Add +1.9% 46,071 $22.3M
Ransom Advisory, Ltd 8.77% Reduce -1.3% 46,043 $22.3M
Symmetry Investments LP 4.14% Reduce -18.6% 45,999 $22.2M
PFC Capital Group, Inc. 9.16% Reduce -4.0% 45,943 $22.2M
Renaissance Investment Group LLC 4.47% Reduce -0.4% 45,909 $22.2M
Skyline Advisors, Inc. 7.41% Reduce -2.0% 45,900 $22.2M
Harvey Capital Management Inc. 4.73% Reduce -3.6% 45,878 $22.2M
R.H. Dinel Investment Counsel, Inc. 16.26% Reduce -7.7% 45,865 $22.2M
Waterloo Capital, L.P. 1.60% Add +1.1% 45,770 $22.1M
Naviter Wealth, LLC 2.89% Reduce -10.4% 45,742 $22.1M
Marble Wealth, LLC 3.06% — 45,626 $22.1M
CFO4Life Group, LLC 3.14% Reduce -3.3% 45,612 $22.1M
Moss Adams Wealth Advisors LLC 1.60% Add +0.6% 45,589 $22.0M
Scott & Selber, Inc. 5.53% Reduce -3.3% 45,568 $22.0M
Advocacy Wealth Management, LLC 0.92% Add +10.5% 45,558 $22.0M
Vega Investment Solutions 3.50% — 45,493 $22.0M
Scholtz & Company, LLC 9.54% Add +2.6% 45,436 $22.0M
Inman Jager Wealth Management, LLC 13.45% Reduce -3.4% 45,424 $22.0M
Avidian Wealth Enterprises, LLC 0.80% Add +0.0% 45,423 $22.0M
Frec Markets, Inc. 6.41% — 45,336 $21.9M
Sovran Advisors, LLC 1.86% Add +17.0% 48,007 $21.9M
Bourgeon Capital Management LLC 3.63% Add +6.4% 45,319 $21.9M
11 Capital Partners LP 6.52% Add +8.5% 45,298 $21.9M
Beverly Hills Private Wealth, LLC 3.80% Reduce -0.6% 45,242 $21.9M
Adalta Capital Management LLC 9.76% Reduce -0.7% 45,228 $21.9M
Capital City Trust Co. 4.86% Reduce -0.1% 45,227 $21.9M
Thames Capital Management LLC 3.18% Add +10.7% 45,217 $21.9M
Cozad Asset Management Inc. 1.69% Reduce -1.5% 45,182 $21.9M
Orbis Allan Gray Ltd 0.09% Reduce -5.8% 45,105 $21.8M
Accent Capital Management, LLC 9.37% Reduce -0.6% 45,089 $21.8M
Hanson & Doremus Investment Management 2.62% Reduce -3.8% 45,050 $21.8M
M. Kulyk & Associates, LLC 4.16% Add +4.1% 45,023 $21.8M
City of London Investment Management Co. Ltd. 1.63% Add +364.5% 44,841 $21.7M
Nicollet Investment Management, Inc. 6.86% Reduce -9.8% 44,826 $21.7M
Yelin Lapidot Holdings Management Ltd. 4.34% Add +2.6% 44,817 $21.7M
McCollum Christoferson Group LLC 6.27% Reduce -2.0% 44,814 $21.7M
Core Alternative Capital 5.98% Add +6.1% 44,812 $21.7M
Vantage Wealth 4.68% Reduce -2.0% 44,801 $21.7M
Edgestream Partners, L.P. 0.61% Add +66.0% 44,778 $21.7M
Patriot Financial Group Insurance Agency, LLC 2.58% Add +6.8% 44,760 $21.6M
Saraza Management, LP 8.36% Reduce -5.8% 44,750 $21.6M
Headinvest, LLC 4.30% Add +6.8% 44,722 $21.6M
Biondo Investment Advisors, LLC 2.61% Reduce -2.9% 44,624 $21.6M
Hendley & Co. Inc. 7.71% Reduce -6.9% 44,593 $21.6M
Keebeck Wealth Management 2.49% Add +3.6% 44,549 $21.5M
Oak Harvest Investment Services 2.35% Add +79.1% 44,516 $21.5M
GPM Growth Investors, Inc. 8.39% Reduce -3.6% 44,511 $21.5M
Simon Quick Advisors, LLC 0.94% Add +1.9% 44,482 $21.5M
Summit Global Investments 1.27% Reduce -6.9% 44,459 $21.5M
IFG Advisory, LLC 0.94% Add +7.4% 44,407 $21.5M
Legacy Trust 4.01% Add +3.4% 44,378 $21.5M
Davis-Rea LTD. 5.36% Add +12.4% 44,294 $21.4M
TigerOak Management, L.L.C. 6.52% Reduce -0.8% 44,234 $21.4M
Stanley-Laman Group, Ltd. 2.71% Add +9.3% 44,162 $21.4M
Northstar Asset Management Inc. 5.50% Add +1.5% 44,009 $21.3M
Mayflower Financial Advisors, LLC 2.58% Reduce -1.2% 44,004 $21.3M
Tulsa Wealth Advisors, INC 7.06% — 43,904 $21.2M
Evernest Financial Advisors, LLC 4.45% Add +300.0% 51,323 $21.2M
Headlands Technologies LLC 1.77% Add +113.6% 43,827 $21.2M
Symphony Financial, Ltd. Co. 2.85% Reduce -16.2% 43,493 $21.2M
111 Capital 4.61% Add +3.7% 43,743 $21.2M
Community Bank & Trust, Waco, Texas 4.33% Reduce -2.2% 43,594 $21.1M
HORAN Wealth, LLC 3.23% Add +2.4% 43,508 $21.0M
Lake Street Private Wealth, LLC 2.58% Add +1.0% 43,471 $21.0M
PCM Encore, LLC 4.47% — 43,457 $21.0M
Ascentis Independent Advisors 3.39% Add +2.6% 43,445 $21.0M
Jackson Square Capital, LLC 4.16% Reduce -3.7% 43,444 $21.0M
L & S Advisors Inc 2.14% Reduce -5.8% 43,374 $21.0M
McKinley Carter Wealth Services, Inc. 1.17% Reduce -5.9% 43,371 $21.0M
Strategic Global Advisors, LLC 3.24% Add +0.8% 43,360 $21.0M
LSV Asset Management 0.05% No change 43,287 $20.9M
Maven Securities LTD 2.66% New 43,261 $20.9M
Next Century Growth Investors LLC 1.45% Reduce -0.2% 43,212 $20.9M
Advisor OS, LLC 1.68% Add +2.6% 43,179 $20.9M
Quent Capital, LLC 1.51% Add +6.1% 43,140 $20.9M
IPG Investment Advisors LLC 3.65% Add +22.6% 43,005 $20.8M
Trustmark Bank Trust Department 1.31% Add +0.7% 42,957 $20.8M
Davidson Trust Co. 8.66% Reduce -14.3% 42,948 $20.8M
Quantum Private Wealth, LLC 6.04% Add +0.5% 42,775 $20.7M
Brookwood Investment Group LLC 2.49% Add +27.1% 42,697 $20.6M
Banque de Luxembourg S.A. 8.79% Add +5.1% 42,690 $20.6M
Montecito Bank & Trust 3.29% Reduce -8.8% 42,659 $20.6M
Lincoln Capital LLC 3.74% Reduce -0.6% 42,656 $20.6M
Trek Financial, LLC 1.19% Add +11.5% 42,567 $20.6M
Generali Investments CEE, investicni spolecnost, a.s. 1.45% Add +5.6% 42,509 $20.6M
Udine Wealth Management, Inc. 9.71% Add +3.7% 42,501 $20.6M
Tiff Advisory Services, LLC 3.52% Add +334.8% 42,311 $20.5M
Clough Capital Partners L P 1.84% Reduce -36.0% 42,292 $20.5M
Wealth Alliance, LLC 2.00% Reduce -1.6% 42,240 $20.4M
Acropolis Investment Management, LLC 0.92% Add +1.3% 42,174 $20.4M
Fox Hill Wealth Management 9.47% Add +0.2% 42,129 $20.4M
Claro Advisors Inc. 2.77% Add +3.0% 42,032 $20.3M
Ally Financial Inc. 2.48% Add +110.0% 42,000 $20.3M
Sage Capital Advisors,llc 4.82% Reduce -0.9% 41,928 $20.3M
Guardian Wealth Advisors, LLC / NC 1.27% Add +0.8% 41,756 $20.2M
Advisory Research Inc. 2.54% Reduce -0.0% 41,743 $20.2M
Patten Group, Inc. 3.73% Reduce -0.1% 41,726 $20.2M
J.P. Marvel Investment Advisors, LLC 2.80% Reduce -5.0% 41,694 $20.2M
SS&H Financial Advisors, Inc. 5.88% Reduce -1.7% 41,673 $20.2M
Harbour Investment Management LLC 10.67% Reduce -26.1% 41,609 $20.1M
First Interstate Bank 1.08% Reduce -2.6% 41,594 $20.1M
Allred Capital Management, LLC 7.27% Reduce -1.1% 41,567 $20.1M
Avantax Planning Partners, Inc. 0.56% Reduce -9.7% 41,553 $20.1M
Accredited Investors Inc. 1.07% Reduce -1.6% 41,501 $20.1M
One Madison Group LLC 2.32% Add +38.3% 41,500 $20.1M
Columbia Bank 5.57% Reduce -1.3% 41,472 $20.1M
Morse Asset Management, Inc 4.04% Reduce -3.7% 41,406 $20.0M
Richard C. Young & CO., LTD. 1.79% Add +3.9% 41,379 $20.0M
Physicians Financial Services, Inc. 5.36% Reduce -1.5% 41,285 $20.0M
Nilsine Partners, LLC 1.73% Add +3.7% 41,266 $20.0M
Kavar Capital Partners Group, LLC 2.75% Add +1.0% 41,264 $20.0M
CRA Financial Services, LLC 2.61% Add +0.5% 41,257 $20.0M
Tradition Wealth Management, LLC 1.43% Add +12.1% 41,207 $19.9M
Little House Capital LLC 4.99% Reduce -10.0% 41,116 $19.9M
Whitener Capital Management, Inc. 4.52% Reduce -0.5% 41,072 $19.9M
Patton Albertson Miller Group, LLC 2.34% Reduce -9.1% 41,065 $19.9M
Aviance Capital Partners, LLC 2.28% Reduce -0.1% 40,990 $19.8M
Brown Miller Wealth Management, LLC 5.47% Add +0.3% 40,960 $19.8M
Live Oak Private Wealth LLC 2.70% Reduce -2.5% 40,929 $19.8M
WBH Advisory Inc. 1.46% Reduce -1.3% 40,859 $19.8M
Impact Capital Partners LLC 5.85% Add +0.6% 40,800 $19.7M
Boyar Asset Management Inc. 12.50% Reduce -2.0% 40,758 $19.7M
one8zero8, LLC 4.29% Reduce -0.3% 40,736 $19.7M
Concord Wealth Partners 2.56% Add +4.5% 40,706 $19.7M
Jackson Hole Capital Partners, LLC 3.37% Reduce -0.6% 40,690 $19.7M
Elevatus Welath Management 5.38% Add +6.2% 40,684 $19.7M
Grandview Asset Management LLC 5.40% Add +0.6% 40,683 $19.7M
Harold Davidson & Associates Inc. 8.69% Reduce -0.8% 40,624 $19.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.35% Add +0.1% 40,608 $19.6M
Farley Capital L.P. 14.57% Reduce -4.4% 40,481 $19.6M
R.m.sincerbeaux Capital Management LLC 10.94% Reduce -10.3% 40,445 $19.6M
Leo Wealth, LLC 1.42% Add +143.6% 40,359 $19.5M
Searle & Co. 5.02% Add +1.4% 40,258 $19.5M
Union Heritage Capital, LLC 6.58% Reduce -1.2% 40,196 $19.4M
Tema ETFs LLC 1.51% Reduce -16.8% 40,110 $19.4M
Timber Creek Capital Management LLC 4.51% Add +0.8% 40,104 $19.4M
Iowa State Bank 3.64% Reduce -0.8% 40,097 $19.4M
Berger Financial Group, Inc 1.12% Reduce -1.1% 40,088 $19.4M
Gladius Capital Management LP 23.94% Add +144.5% 40,063 $19.4M
Kathmere Capital Management, LLC 1.31% Add +13.8% 40,054 $19.4M
Bell Bank 0.83% Add +3.0% 40,043 $19.4M
LRZ Capital LLC 8.73% — 39,995 $19.3M
Romano Brothers and Company 2.20% Reduce -1.9% 39,983 $19.3M
Sandbox Financial Partners, LLC 5.34% Reduce -0.2% 39,904 $19.3M
Clear Trail Advisors, LLC 4.47% — 39,884 $19.3M
Winch Advisory Services, LLC 4.27% Reduce -1.9% 39,883 $19.3M
Litman Gregory Wealth Management LLC 1.41% Reduce -0.1% 39,818 $19.3M
Blue Zone Wealth Advisors, LLC 3.68% Add +36.4% 39,808 $19.3M
Costello Asset Management, INC 6.35% Add +3.9% 39,724 $19.2M
Valley National Advisers Inc. 2.66% Add +4.4% 39,701 $19.2M
Winthrop Advisory Group LLC 1.63% Add +3.3% 39,675 $19.2M
Apollon Financial, LLC 2.79% Add +6.9% 39,627 $19.2M
Westover Capital Advisors, LLC 3.49% Add +0.7% 39,618 $19.2M
Stokes Capital Advisors, LLC 4.38% Reduce -0.5% 39,616 $19.2M
Marks Group Wealth Management, Inc 1.83% Add +32.5% 39,573 $19.1M
Nvwm, LLC 4.16% Reduce -1.3% 39,553 $19.1M
RIHO Partners, LLC 12.09% — 39,531 $19.1M
Intellus Advisors LLC 2.53% Add +1.1% 39,453 $19.1M
Manchester Capital Management LLC 2.59% Add +9.2% 39,341 $19.0M
Harrell Investment Partners, LLC 4.48% Add +1.2% 39,308 $19.0M
Hoertkorn Richard Charles 7.38% Reduce -2.0% 39,286 $19.0M
Financial Partners Group, Inc 2.19% Add +0.6% 44,098 $19.0M
Brave Asset Management Inc. 4.48% Reduce -0.1% 39,230 $19.0M
Inlet Private Wealth, LLC 4.40% Reduce -1.0% 39,195 $19.0M
Boston Research & Management Inc. 4.37% Reduce -5.7% 39,185 $19.0M
Brady Family Wealth, LLC 5.83% Reduce -2.1% 39,090 $18.9M
Allegiance Financial Group Advisory Services LLC 3.97% Add +0.4% 39,080 $18.9M
Rodgers Brothers Inc. 2.26% Reduce -2.8% 39,028 $18.9M
Bill Few Associates, Inc. 4.63% Add +1.8% 38,895 $18.8M
Verde Servicos Internacionais S.A. 6.03% Reduce -19.3% 38,859 $18.8M
44 Wealth Management LLC 6.30% Add +0.1% 38,839 $18.8M
Jacobson & Schmitt Advisors, LLC 3.16% Reduce -3.5% 38,805 $18.8M
Shepherd Financial Partners LLC 1.74% Reduce -4.3% 38,803 $18.8M
Mirabaud Asset Management Ltd 8.67% Add +28.8% 45,496 $18.7M
Potrero Capital Research LLC 6.30% No change 38,694 $18.7M
Platform Technology Partners 3.98% Add +8.6% 38,672 $18.7M
Roberts Glore & Co. Inc. 4.98% Reduce -0.1% 38,631 $18.7M
Pinnacle Wealth Planning Services, Inc. 1.95% Reduce -2.2% 38,627 $18.7M
Codex Capital Asset Management L.L.C. 6.78% Reduce -1.0% 38,600 $18.7M
Huber Capital Management LLC 2.75% Add +0.0% 38,562 $18.6M
Bonness Enterprises Inc. 6.43% Reduce -5.1% 38,540 $18.6M
Harbor Island Capital LLC 7.14% No change 38,524 $18.6M
Tradewinds, LLC. 4.45% Reduce -2.2% 38,521 $18.6M
Asio Capital, LLC 2.63% Add +7.2% 38,516 $18.6M
WESPAC Advisors SoCal, LLC 3.74% Add +3.9% 38,394 $18.6M
BloombergSen Inc. 1.96% Reduce -7.2% 38,369 $18.6M
Bearing Point Capital, LLC 2.90% Add +8.5% 38,290 $18.5M
Trust Point Inc. 1.46% Reduce -1.3% 38,278 $18.5M
Morton Capital Management LLC 2.84% Reduce -4.6% 38,275 $18.5M
Walter & Keenan Wealth Management LLC /in/ 4.95% Reduce -1.0% 38,164 $18.5M
Ketron Financial 6.14% — 38,155 $18.5M
L2 Asset Management, LLC 2.46% Add +8.2% 38,101 $18.4M
Beacon Bank & Trust 3.74% Reduce -5.3% 38,097 $18.4M
Sax Wealth Advisors, LLC 0.87% Add +10.5% 38,037 $18.4M
Kelleher Financial Advisors 4.26% Add +14.0% 37,996 $18.4M
Gibraltar Capital Management, Inc. 3.12% Add +1.7% 37,941 $18.3M
SeaBridge Investment Advisors LLC 3.03% Reduce -2.9% 37,899 $18.3M
Royal Fund Management, LLC 1.68% Add +10.7% 37,760 $18.3M
LVW Advisors, LLC 1.85% Reduce -0.9% 37,831 $18.3M
JCIC Asset Management Inc. 5.59% Reduce -1.1% 37,787 $18.3M
Texas Bank & Trust Co 6.64% Reduce -0.0% 37,753 $18.3M
Evelyn Partners Asset Management Ltd 4.28% Reduce -16.8% 37,705 $18.2M
Buck Wealth Strategies, LLC 2.31% Add +6.4% 37,559 $18.2M
Apriem Advisors 1.66% Reduce -1.1% 37,457 $18.1M
Kemnay Advisory Services Inc. 2.73% Add +15.2% 37,382 $18.1M
Investment Advisory Services Inc. /TX 5.66% Reduce -2.5% 37,380 $18.1M
FWL Investment Management, LLC 4.35% Add +12.7% 37,349 $18.1M
Fischer Financial Services, Inc. 4.77% Add +0.4% 37,302 $18.0M
J.Safra Asset Management Corp 0.95% Add +71.7% 37,276 $18.0M
Oxford Financial Group, LTD. LLC 0.99% Reduce -18.2% 37,226 $18.0M
Paragon Capital Management LLC 9.12% Reduce -7.5% 37,218 $18.0M
ZEGA Investments, LLC 3.49% Add +9.1% 37,179 $18.0M
Puzo Michael J 4.89% Add +0.5% 37,137 $18.0M
Founders Financial Securities LLC 1.06% Add +7.5% 37,117 $18.0M
Dover Advisors, LLC 6.95% Add +1.2% 37,115 $17.9M
New Millennium Group LLC 7.76% Add +4.4% 37,051 $17.9M
MCF Advisors LLC 0.99% Add +11.3% 37,016 $17.9M
Paragon Private Wealth Management, LLC 5.50% Add +52.7% 37,009 $17.9M
Hall Capital Management Co. Inc. 6.91% Reduce -0.1% 36,997 $17.9M
Punch & Associates Investment Management, Inc. 1.05% Add +0.7% 36,921 $17.9M
Myriad Asset Management Advisors LLC 5.49% — 36,853 $17.8M
Accurate Wealth Management, LLC 2.26% Add +15.4% 37,176 $17.8M
Baugh & Associates, LLC 8.73% Reduce -3.1% 39,275 $17.8M
VCI Wealth Management LLC 4.93% Add +16.9% 36,690 $17.7M
Asset Dedication, LLC 1.16% Reduce -2.1% 36,684 $17.7M
Strong Tower Advisory Services 3.17% Add +2.9% 36,624 $17.7M
American Trust 1.49% Reduce -1.8% 36,622 $17.7M
Lafayette Investments, Inc. 3.34% Add +0.4% 36,579 $17.7M
True North Advisors, LLC 2.29% Reduce -9.5% 36,579 $17.7M
Diversified Enterprises, LLC 1.05% Add +46.7% 36,572 $17.7M
TFR Capital, LLC. 5.86% Add +1.5% 36,564 $17.7M
Citizens National Bank Trust Department 3.05% Add +0.1% 36,540 $17.7M
Strait & Sound Wealth Management LLC 6.58% Add +1.6% 36,534 $17.7M
BNC Wealth Management, LLC 4.52% Reduce -2.2% 36,423 $17.6M
Snider Financial Group 4.68% Reduce -4.4% 36,345 $17.6M
Pegasus Asset Management, Inc. 5.41% Add +0.3% 36,344 $17.6M
NFSG Corp 2.73% Add +4.3% 36,339 $17.6M
Delta Financial Advisors LLC 4.57% Add +5.9% 36,332 $17.6M
Hamilton Capital Partners, LLC 5.83% Add +0.9% 36,325 $17.6M
Herold Advisors, Inc. 3.92% Add +3.5% 36,298 $17.6M
Destiny Wealth Partners, LLC 2.01% Add +4.3% 37,296 $17.5M
Hennion & Walsh Asset Management, Inc. 0.60% Add +2.4% 36,258 $17.5M
First National Bank & Trust Co. of Newtown 3.21% Add +0.2% 36,204 $17.5M
MSA Advisors, LLC 4.37% Reduce -6.6% 36,100 $17.5M
Aljian Capital Management, LLC 3.47% Reduce -1.4% 36,045 $17.4M
Capital Investment Advisory Services, LLC 1.23% Add +3.2% 36,010 $17.4M
VeraBank, N.A. 3.17% Reduce -2.3% 35,994 $17.4M
Old Second National Bank of Aurora 3.48% Reduce -2.3% 35,938 $17.4M
Barrier Capital Management, LLC 12.76% Reduce -20.5% 35,854 $17.3M
Childress Capital Advisors, LLC 2.78% Add +8.9% 35,806 $17.3M
CV Advisors LLC 4.42% Reduce -0.4% 35,800 $17.3M
Westmount Partners, LLC 4.31% Add +1.2% 35,773 $17.3M
Klingman & Associates, LLC 0.83% Add +0.6% 35,757 $17.3M
Tranquility Partners, LLC 6.22% Reduce -7.1% 35,714 $17.3M
Optas, LLC 2.70% Add +10.3% 35,710 $17.3M
Maestria Partners LLC 5.06% No change 35,710 $17.3M
Okabena Investment Services Inc. 3.29% Reduce -6.3% 35,709 $17.3M
Personal Cfo Solutions, LLC 2.74% Add +2.8% 35,655 $17.2M
Heritage Wealth Management, Inc. 4.80% Reduce -1.3% 35,655 $17.2M
Aries Wealth Management 3.82% Add +0.3% 35,652 $17.2M
Mattern Capital Management, LLC 2.03% Reduce -4.3% 35,625 $17.2M
Investor's Fiduciary Advisor Network, LLC 3.70% Add +0.2% 35,625 $17.2M
Delta Global Management LP 1.25% Reduce -74.8% 35,616 $17.2M
Kesler, Norman & Wride, LLC 2.95% Add +0.7% 35,560 $17.2M
SOA Wealth Advisors, LLC. 2.84% Reduce -37.0% 78,260 $17.2M
Capital Investment Counsel, LLC 2.39% Add +1.4% 35,549 $17.2M
Grove Bank & Trust 1.93% Reduce -2.2% 35,530 $17.2M
Wills Financial Group LLC 6.55% Reduce -12.3% 35,455 $17.1M
Argentarii, LLC 5.58% Add +12.3% 35,436 $17.1M
Central Bank & Trust Co. 2.64% Reduce -3.0% 35,272 $17.1M
Tyche Wealth Partners LLC 2.70% Add +13.1% 35,222 $17.0M
Burke & Herbert Bank & Trust Co. 4.70% Reduce -21.8% 35,172 $17.0M
Legacy Financial Advisors, Inc. 2.35% Reduce -2.0% 35,145 $17.0M
Focused Alpha, LLC 4.99% — 35,121 $17.0M
Mitchell McLeod Pugh & Williams Inc. 2.42% Add +13.3% 42,334 $17.0M
Ravenstone Capital Management Inc. 7.75% Add +2.3% 35,110 $17.0M
Plancorp, LLC 0.51% Reduce -1.9% 35,030 $16.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.01% Add +2.7% 34,973 $16.9M
DLK Investment Management, LLC 6.29% Reduce -0.3% 34,937 $16.9M
Connable Office Inc. 1.55% Reduce -0.5% 34,903 $16.9M
Miller Investment Management, LP 1.64% Add +3.0% 34,755 $16.8M
Eubel Brady & Suttman Asset Management Inc. 2.03% Reduce -0.9% 34,720 $16.8M
Greystone Financial Group, LLC 2.62% Reduce -0.8% 34,701 $16.8M
WINTON GROUP Ltd 0.58% Add +209.3% 34,699 $16.8M
Argonautica Private Wealth Management, Inc. 4.93% Reduce -6.5% 34,694 $16.8M
KPP Advisory Services LLC 2.44% Add +0.2% 34,669 $16.8M
Brentview Investment Management LLC 7.57% Add +0.4% 34,600 $16.7M
BIP Wealth, LLC 0.59% Add +69.6% 34,577 $16.7M
First Bank & Trust 2.72% Reduce -0.2% 34,562 $16.7M
Benedict Financial Advisors Inc. 3.52% Reduce -1.9% 34,555 $16.7M
Portland Global Advisors LLC 1.79% Reduce -2.4% 34,534 $16.7M
CPC Advisors, LLC 1.69% Add +9.0% 34,523 $16.7M
BankPlus Trust Department 4.37% Reduce -6.2% 34,521 $16.7M
Nicholas Investment Partners, LP 1.38% No change 34,466 $16.7M
State of Wyoming 1.82% Add +29.1% 34,451 $16.7M
Cooper Creek Partners Management LLC 0.79% Reduce -38.3% 34,444 $16.7M
TLW Wealth Management, LLC 9.60% Reduce -5.0% 34,435 $16.7M
Hound Partners, LLC 2.30% Reduce -1.6% 34,345 $16.6M
Arrow Financial Corp 1.65% Reduce -3.7% 34,325 $16.6M
Gifford Fong Associates 3.31% No change 34,302 $16.6M
Affinity Wealth Management LLC 2.35% Add +0.5% 34,233 $16.6M
DCM Advisors, LLC 6.86% Reduce -0.4% 34,290 $16.5M
Mirador Capital Partners LP 2.27% Add +2.2% 34,187 $16.5M
Citizens Business Bank 2.73% Add +1.5% 34,184 $16.5M
Perennial Investment Advisors, LLC 1.31% Add +1.8% 34,178 $16.5M
Founders Financial Alliance, LLC 3.12% Add +0.6% 34,140 $16.5M
Inspire Trust Co, N.A. 2.71% Add +26.0% 34,138 $16.5M
Kidder Stephen W 4.65% Add +0.1% 34,105 $16.5M
Bison Wealth, LLC 1.85% Reduce -6.1% 43,163 $16.5M
Lawson Kroeker Investment Management Inc. 4.91% Reduce -18.3% 34,045 $16.5M
Chatham Capital Group, Inc. 2.34% Add +0.2% 34,017 $16.5M
Quotient Wealth Partners, LLC 0.44% Reduce -4.0% 33,980 $16.4M
Torray Investment Partners LLC 2.52% Reduce -4.4% 33,960 $16.4M
Towne Trust Company, N.A 5.11% Reduce -1.2% 33,867 $16.4M
Artemis Wealth Advisors, LLC 2.73% Reduce -16.1% 33,858 $16.4M
Highline Wealth Partners LLC 4.61% Reduce -1.9% 33,851 $16.4M
Southeast Asset Advisors, LLC 1.55% Reduce -5.8% 33,820 $16.4M
Journey Retirement Planning & Investment Management LLC 3.35% — 33,724 $16.3M
Rockbridge Asset Management LLC 9.88% Reduce -1.0% 33,699 $16.3M
Birinyi Associates Inc. 4.07% Reduce -0.4% 33,674 $16.3M
Bedel Financial Consulting, Inc. 1.75% Reduce -0.9% 33,631 $16.3M
Abbot Financial Management, Inc. 6.72% Reduce -1.2% 33,500 $16.2M
Legacy Edge Advisors, LLC 1.77% Add +2.4% 33,488 $16.2M
Wellspring Financial Advisors, LLC 1.28% Add +1.6% 1,022,100 $16.1M
Wright Investors Service Inc. 4.85% Reduce -10.8% 33,382 $16.1M
Interchange Capital Partners, LLC 2.99% Add +2.8% 33,376 $16.1M
CoreCap Advisors, LLC 0.56% Reduce -3.4% 33,348 $16.1M
Acumen Wealth Advisors, LLC 4.64% — 33,339 $16.1M
Biltmore Family Office, LLC 2.22% Add +4.3% 33,298 $16.1M
Shikiar Asset Management Inc. 4.36% Reduce -1.0% 33,263 $16.1M
Financial Perspectives, Inc 4.33% Reduce -0.1% 33,225 $16.1M
Magnus Financial Group LLC 1.23% Add +4.9% 33,223 $16.1M
Roberts Wealth Advisors, LLC 4.19% Reduce -9.6% 33,218 $16.1M
LMG Wealth Partners, LLC 3.00% Reduce -1.9% 33,218 $16.1M
Once Capital Management, LLC 4.05% No change 33,200 $16.1M
Somerset Trust Co 4.91% Reduce -0.4% 33,190 $16.1M
Alpha Family Trust 7.29% No change 33,105 $16.0M
Ervin Investment Management, LLC 8.96% Reduce -1.9% 33,063 $16.0M
Muhlenkamp & Co. Inc. 4.29% Add +2.0% 33,005 $16.0M
Zullo Investment Group, Inc. 5.84% Reduce -1.0% 32,985 $16.0M
Consolidated Capital Management, LLC 4.82% Add +10.3% 32,954 $15.9M
TCI Wealth Advisors, Inc. 0.88% Reduce -0.8% 32,925 $15.9M
Raab & Moskowitz Asset Management LLC 3.49% Reduce -0.0% 32,920 $15.9M
Builder Investment Group Inc. 3.43% Reduce 0.0% 32,840 $15.9M
Boothbay Fund Management, LLC 0.42% Reduce -36.0% 32,825 $15.9M
Lummis Asset Management, LP 9.76% Add +106.7% 32,814 $15.9M
United Advisor Group, LLC 2.03% Add +4.0% 32,669 $15.8M
Strategic Investment Advisors / MI 1.36% Reduce -1.5% 32,613 $15.8M
Proficio Capital Partners LLC 1.10% Reduce -3.2% 32,525 $15.7M
JNBA Financial Advisors 1.37% Add +0.5% 32,497 $15.7M
Sloy Dahl & Holst, LLC 1.89% Reduce -19.8% 32,482 $15.7M
Global Wealth Management Investment Advisory, Inc. 2.52% Add +8.0% 32,471 $15.7M
University of Wisconsin Foundation 13.19% Add +66.9% 32,429 $15.7M
Finer Wealth Management, Inc. 7.59% Add +9.6% 32,422 $15.7M
Chapin Davis, Inc. 3.67% Reduce -0.8% 32,420 $15.7M
Baldwin Investment Management, LLC 1.77% Reduce -0.8% 32,411 $15.7M
Dudley Capital Management, LLC 6.86% Reduce -0.6% 32,345 $15.6M
PGIM Custom Harvest LLC 0.23% Reduce -0.7% 32,264 $15.6M
TRUE Private Wealth Advisors 1.56% Reduce -0.7% 32,210 $15.6M
Laurel Oak Wealth Management, LLC 2.62% — 32,186 $15.6M
Lombard Odier Asset Management (Europe) Ltd 1.18% Add +1.9% 32,146 $15.5M
Cornerstone Advisory, LLC 1.48% Reduce -0.8% 32,102 $15.5M
GKV Capital Management Co., Inc. 5.80% Reduce -0.0% 32,067 $15.5M
Hudson Value Partners, LLC 4.61% Add +1.9% 31,758 $15.4M
Round Rock Advisors LLC 2.32% Reduce -5.9% 31,900 $15.4M
WealthShield Partners, LLC 1.70% Add +2.1% 31,899 $15.4M
Earned Wealth Advisors, LLC 1.09% Add +29.1% 31,813 $15.4M
Birch Capital Management, LLC 7.67% Add +0.0% 31,801 $15.4M
Legacy Advisors, LLC 1.65% Add +13.4% 31,719 $15.3M
Allen Capital Group, LLC 1.41% Add +5.4% 31,715 $15.3M
West Family Investments, Inc. 3.60% Reduce -6.4% 31,687 $15.3M
Silver Oak Securities, Incorporated 1.03% Add +7.0% 31,368 $15.3M
Boit C F David 6.59% No change 31,804 $15.2M
Buckhead Capital Management LLC 5.45% Add +6.7% 31,408 $15.2M
Beutel, Goodman & Co Ltd. 0.09% Reduce -9.2% 31,378 $15.2M
Nadler Financial Group, Inc. 1.41% Add +0.8% 31,370 $15.2M
CNB Bank 6.20% Add +2.7% 31,334 $15.2M
Chronos Wealth Management, LLC 7.01% Add +0.1% 31,313 $15.1M
John G Ullman & Associates Inc. 2.02% Reduce -2.0% 31,311 $15.1M
Vista Capital Partners, Inc. 1.49% Add +4.8% 31,309 $15.1M
Olde Wealth Management, LLC 4.65% Reduce -0.2% 31,295 $15.1M
Advyzon Investment Management, LLC 1.75% Add +47.1% 31,241 $15.1M
Annandale Capital, LLC 2.46% Add +35.2% 31,199 $15.1M
Oxler Private Wealth LLC 4.37% Reduce -0.5% 31,176 $15.1M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5.71% Add +8.4% 31,160 $15.1M
Sone Capital Management, LLC 1.22% Add +66.7% 31,087 $15.0M
Carroll Investors, Inc 7.18% Add +3.1% 31,071 $15.0M
RDA Financial Network 3.62% Add +1.6% 31,056 $15.0M
Monument Capital Management 3.73% Add +0.4% 31,005 $15.0M
Pursue Wealth Partners LLC 7.28% Add +56.0% 30,971 $15.0M
Parker Investment Management, LLC 2.13% Reduce -5.7% 30,946 $15.0M
Jupiter Wealth Management LLC 6.66% Add +15.6% 37,241 $15.0M
Financial Security Advisor, Inc. 2.90% Add +1.5% 30,939 $15.0M
Fortis Capital Advisors, LLC 2.21% Reduce -0.5% 30,905 $14.9M
DGS Capital Management, LLC 2.56% Add +2.5% 30,867 $14.9M
Old Port Advisors 3.68% Add +0.1% 30,860 $14.9M
Broadwater Capital Management LLC 11.15% Reduce -8.9% 30,844 $14.9M
Ashton Thomas Securities, LLC 2.83% Reduce -8.1% 30,807 $14.9M
Hollow Brook Wealth Management LLC 3.85% Reduce -11.3% 30,798 $14.9M
Root Financial Partners, LLC 0.77% Add +6.3% 30,791 $14.9M
Sonata Capital Group Inc. 5.38% Reduce -1.3% 30,784 $14.9M
Glass Wealth Management Co LLC 6.11% Reduce -0.3% 30,780 $14.9M
Stonebridge Financial Group, LLC 1.27% Reduce -2.6% 30,762 $14.9M
Osprey Private Wealth LLC 4.28% Add +43.4% 30,760 $14.9M
Clear Creek Financial Management, LLC 1.21% Reduce -0.3% 30,741 $14.9M
Stonebrook Private Inc. 3.11% Reduce -23.8% 30,739 $14.9M
CGN Advisors LLC 1.18% Add +7.4% 30,710 $14.9M
Garrison Point Advisors, LLC 6.57% Reduce -4.1% 30,701 $14.8M
Triad Wealth Partners, LLC 1.41% Add +13.8% 30,674 $14.8M
White Pine Capital LLC 4.08% Add +0.9% 30,657 $14.8M
Atlas Capital Advisors Inc. 1.65% — 30,647 $14.8M
Bank of New Hampshire 3.33% Reduce -4.8% 30,641 $14.8M
Indivisible Partners 1.60% — 30,591 $14.8M
Concord Asset Management, LLC 2.55% Add +4.0% 30,407 $14.7M
Townsquare Capital LLC 3.29% Reduce -31.2% 30,365 $14.7M
Argos Wealth Advisors, LLC 3.94% — 30,340 $14.7M
Quadcap Wealth Management, LLC 1.68% Reduce -0.7% 30,330 $14.7M
Sound Income Strategies, LLC 0.69% Add +41.4% 31,824 $14.6M
Glassy Mountain Advisors, Inc. 4.42% Reduce -1.6% 30,254 $14.6M
Boussard & Gavaudan Investment Management LLP 2.21% New 30,000 $14.6M
Drexel Morgan & Co. 2.28% No change 30,129 $14.6M
Altfest L J & Co. Inc. 1.59% Reduce -3.4% 30,110 $14.6M
Chancellor Financial Group WB LP 9.95% Add +0.2% 30,061 $14.5M
Bedell Frazier Investment Counselling, LLC 2.80% Add +0.7% 30,055 $14.5M
McIntyre Freedman & Flynn Investment Advisers Inc. 9.12% Reduce -2.8% 30,039 $14.5M
KG Capital Management 3.75% Add +20.5% 30,039 $14.5M
Cna Financial Corp. 7.05% New 30,000 $14.5M
Kentucky Farm Bureau Mutual Insurance Co 3.92% No change 30,000 $14.5M
Maytus Capital Management, LLC 3.43% Reduce -17.8% 30,000 $14.5M
Telemark Asset Management, LLC 1.45% Add +200.0% 30,000 $14.5M
PARUS FINANCE (UK) Ltd 3.81% Add +0.6% 29,979 $14.5M
BW Gestao de Investimentos Ltda. 0.51% Add +35.9% 29,976 $14.5M
Main Street Financial Solutions, LLC 1.09% Reduce -42.7% 29,954 $14.5M
Oarsman Capital, Inc. 1.88% Add +5.2% 29,953 $14.5M
Telos Capital Management, Inc. 1.35% Add +0.0% 29,947 $14.5M
Roman Butler Fullerton & Co. 3.80% Add +0.9% 32,092 $14.5M
Chapman Investment Management, LLC 10.56% Reduce -0.4% 29,851 $14.4M
Brown, Lisle/Cummings, Inc. 3.55% Add +1.2% 29,775 $14.4M
Fourpath Capital Management, LLC 1.97% Reduce -1.5% 29,773 $14.4M
McDonald Partners LLC 4.53% Reduce -6.8% 29,741 $14.4M
Kensington Investment Counsel, LLC 5.84% Reduce -0.7% 29,742 $14.4M
Pine Haven Investment Counsel, Inc 10.23% Add +0.1% 29,738 $14.4M
Tounjian Advisory Partners, LLC 4.86% Add +11.4% 29,700 $14.4M
McDonough Capital Management, Inc 7.02% Add +0.5% 29,637 $14.3M
Seneca House Advisors 5.36% Add +3.7% 29,614 $14.3M
One River Asset Management, LLC 12.71% Add +1308.8% 29,613 $14.3M
Crews Bank & Trust 2.05% Reduce -2.4% 29,610 $14.3M
Evelyn Partners Investment Management (Europe) Ltd 4.64% Reduce -2.5% 29,595 $14.3M
Great Diamond Partners, LLC 2.75% Reduce -1.0% 29,576 $14.3M
Eurizon SLJ Capital Ltd 5.66% — 29,549 $14.3M
NWK Group, Inc. 4.96% Reduce -0.8% 29,524 $14.3M
MIdWestOne Financial Group, Inc. 1.58% Reduce -2.3% 29,487 $14.3M
Am Investment Strategies LLC 2.96% Add +9.5% 29,455 $14.2M
Kinsale Capital Group, Inc. 2.36% Add +3.8% 29,431 $14.2M
Linden Thomas Advisory Services, LLC 1.44% Add +1.1% 29,424 $14.2M
Wynn Capital, LLC 6.90% Reduce -1.5% 29,377 $14.2M
Sustainable Insight Capital Management, LLC 4.74% Reduce -12.6% 29,337 $14.2M
Dumont & Blake Investment Advisors LLC 3.41% Reduce -0.1% 29,320 $14.2M
SmartHarvest Portfolios, LLC 4.93% — 29,312 $14.2M
Saranac Partners Ltd 5.53% Add +24.8% 29,225 $14.1M
World Equity Group, Inc. 3.94% Reduce -17.3% 29,223 $14.1M
Knightsbridge Asset Management, LLC 2.29% Reduce -3.0% 29,198 $14.1M
TBH Global Asset Management, LLC 2.35% Add +44.2% 29,158 $14.1M
Anchyra Partners LLC 4.32% — 29,152 $14.1M
FSM Wealth Advisors, LLC 1.93% Reduce -7.2% 29,149 $14.1M
WealthTrust Axiom LLC 3.62% Reduce -1.0% 29,079 $14.1M
Concord Investment Counsel Inc. 4.57% Reduce -9.2% 29,072 $14.1M
Town & Country Bank & Trust CO dba First Bankers Trust CO 4.71% Add +2.4% 28,951 $14.0M
Channel Wealth LLC 3.54% Add +3.9% 28,949 $14.0M
MV Capital Management, Inc. 1.34% Add +1.7% 28,925 $14.0M
NovaPoint Capital, LLC 3.60% Add +3.5% 28,896 $14.0M
NORTHSTAR ASSET MANAGEMENT Co 2.96% Reduce -3.1% 28,870 $14.0M
New Republic Capital, LLC 3.72% Add +92.3% 28,841 $13.9M
Northwest Bancshares, Inc. 2.70% Reduce -12.1% 28,840 $13.9M
Alta Advisers Ltd 5.05% Reduce -24.6% 28,814 $13.9M
Abacus Wealth Partners, LLC 1.37% Add +268.3% 28,791 $13.9M
Capricorn Fund Managers Ltd 3.35% Add +5.2% 28,733 $13.9M
Leelyn Smith, LLC 2.01% Add +1.3% 28,689 $13.9M
Drive Wealth Management, LLC 2.71% Add +3.3% 28,686 $13.9M
Albar Capital Partners LLP 3.28% Reduce -15.1% 28,686 $13.9M
JT Stratford LLC 1.79% Add +1.6% 28,684 $13.9M
FORA Capital, LLC 1.68% Add +19.6% 28,674 $13.9M
RB Capital Management, LLC 2.93% Add +2.2% 28,671 $13.9M
Raub Brock Capital Management LP 3.09% Reduce -2.3% 28,642 $13.9M
Atlas Wealth LLC 5.50% Reduce -1.6% 28,588 $13.8M
Triasima Portfolio Management inc. 2.07% Add +4.1% 28,571 $13.8M
Berbice Capital Management LLC 8.29% Add +5.2% 28,570 $13.8M
Heartland Bank & Trust Co 5.85% Reduce -2.3% 28,562 $13.8M
Ayrshire Capital Management LLC 6.33% Reduce -6.6% 28,532 $13.8M
Carnegie Lake Advisors LLC 5.25% Reduce -0.3% 28,529 $13.8M
Cardinal Point Capital Management ULC 0.90% Add +8.1% 28,504 $13.8M
Penn Davis McFarland Inc. 1.32% Reduce -0.4% 28,444 $13.8M
Chesapeake Wealth Management 4.09% Add +0.2% 28,422 $13.7M
Quantbot Technologies LP 0.46% Add +148.6% 28,384 $13.7M
Heathbridge Capital Management Ltd. 5.24% Reduce -2.2% 28,380 $13.7M
Cambridge Advisors Inc. 2.61% Reduce -1.4% 28,322 $13.7M
AIMZ Investment Advisors, LLC 3.92% Reduce -1.1% 28,310 $13.7M
Citizens & Northern Corp. 3.39% Reduce -9.4% 28,309 $13.7M
Essex Bank 2.96% Reduce -1.1% 28,275 $13.7M
Cherry Creek Investment Advisors, Inc. 5.84% Reduce -0.4% 28,251 $13.7M
Nikulski Financial, Inc. 3.26% Add +22.9% 28,197 $13.6M
McGinn Penninger Investment Management, Inc. 7.92% Add +2.1% 28,196 $13.6M
Sawyer & Company, Inc 4.82% Add +12.4% 28,150 $13.6M
Chickasaw Capital Management LLC 0.56% Add +1.5% 28,142 $13.6M
Evanson Asset Management, LLC 0.73% Reduce -1.2% 28,132 $13.6M
Transamerica Financial Advisors, LLC 1.14% Add +18.0% 28,112 $13.6M
Capital Advisors Wealth Management, LLC 1.85% Reduce -1.8% 28,092 $13.6M
Lorne Steinberg Wealth Management Inc. 3.12% Reduce -0.3% 28,059 $13.6M
RWQ Financial Management Services, Inc. 6.24% Reduce -12.6% 28,050 $13.6M
Fairtree Asset Management (Pty) Ltd 6.24% Add +71.7% 28,047 $13.6M
Wealth Advisors of Tampa Bay, LLC 4.67% Add +4.9% 27,975 $13.5M
Mission Creek Capital Partners, Inc. 2.73% Add +3.5% 27,972 $13.5M
Peak Planning Group, LLC 3.79% Add +34.7% 27,929 $13.5M
Enclave Advisors LLC 1.91% Reduce -1.5% 27,882 $13.5M
Eukles Asset Management 5.24% Reduce -0.8% 27,845 $13.5M
Meridian Investment Counsel Inc. 3.24% No change 27,828 $13.5M
Nutshell Asset Management Ltd 4.80% Add +40.7% 27,820 $13.5M
San Luis Wealth Advisors LLC 2.25% Add +4.2% 27,743 $13.4M
Armstrong Advisory Group, Inc. 0.91% Add +1.1% 27,733 $13.4M
Key Financial Inc 2.45% Add +0.6% 27,711 $13.4M
Hartford Financial Management Inc. 3.48% Add +3.4% 27,709 $13.4M
Sandhill Capital Partners LLC 0.95% Add +0.8% 27,708 $13.4M
AssuredPartners Investment Advisors, LLC 1.99% Add +19.1% 27,685 $13.4M
Greater Midwest Financial Group, LLC 7.48% Add +4.4% 27,669 $13.4M
LRI Investments, LLC 1.08% Reduce -2.6% 53,966 $13.4M
Transatlantique Private Wealth LLC 4.19% Reduce -1.2% 27,609 $13.4M
Harmony Asset Management LLC 4.47% Add +3.4% 27,578 $13.3M
Harbour Capital Advisors, LLC 2.71% Reduce -0.2% 28,168 $13.3M
Orca Investment Management, LLC 10.49% Reduce -1.2% 27,545 $13.3M
Sentry LLC 3.64% Reduce -1.9% 27,518 $13.3M
Mill Creek Capital Advisors, LLC 0.27% Reduce -2.5% 27,510 $13.3M
Waystone Advisors LLC 11.41% — 27,501 $13.3M
Westside Investment Management, Inc. 2.13% Add +0.4% 27,634 $13.3M
Louisbourg Investments Inc. 2.65% Add +5.0% 33,247 $13.3M
Ellevest, Inc. 1.84% Reduce -1.6% 27,479 $13.3M
Founders Capital Management 6.90% Reduce -0.8% 27,460 $13.3M
Vectors Research Management, LLC 4.05% Add +51.8% 27,443 $13.3M
MJP Associates Inc. 1.66% Add +2.8% 27,396 $13.2M
Beacon Investment Advisors LLC 5.32% Reduce -3.5% 27,385 $13.2M
Evexia Wealth LLC 3.69% Reduce -0.2% 28,773 $13.2M
JB Capital LLC 0.54% Add +0.5% 27,320 $13.2M
First National Bank of Mount Dora, Trust Investment Services 2.89% Reduce -2.1% 27,307 $13.2M
CORDA Investment Management, LLC. 0.96% Add +6.1% 27,299 $13.2M
Members Trust Co 0.43% Reduce -0.6% 27,298 $13.2M
Fortitude Advisory Group L.L.C. 5.61% Reduce -0.3% 27,293 $13.2M
Brick & Kyle, Associates 4.69% Reduce -3.4% 27,273 $13.2M
Loudon Investment Management, LLC 6.88% Add +0.7% 27,230 $13.2M
Consolidated Investment Group LLC 1.57% No change 27,214 $13.2M
Cornerstone Enterprises, LLC 6.29% Add +16.2% 27,192 $13.2M
Golden State Wealth Management, LLC 1.39% Reduce -1.6% 27,116 $13.1M
Empire Financial Management Company, LLC 2.85% Reduce -0.5% 27,090 $13.1M
Hardy Reed LLC 0.93% Reduce -4.5% 27,082 $13.1M
Cascades Capital Asset Management, LLC 5.58% Add +1.3% 27,063 $13.1M
Argyle Capital Management, LLC 4.37% Reduce -0.5% 27,055 $13.1M
Agate Pass Investment Management, LLC 4.86% Add +3.3% 27,036 $13.1M
Gardner Lewis Asset Management L P 3.31% Reduce -0.1% 26,985 $13.1M
Huntleigh Advisors, Inc. 2.20% Add +1.2% 26,985 $13.1M
Bank Ozk 4.60% Reduce -4.7% 26,967 $13.0M
Radnor Capital Management, LLC 1.94% Add +0.6% 26,961 $13.0M
Revolve Wealth Partners, LLC 1.53% Reduce -5.9% 26,961 $13.0M
SBI Okasan Asset Management Co.Ltd. 0.72% — 26,733 $13.0M
Richards, Merrill & Peterson, Inc. 4.99% Add +6.5% 26,919 $13.0M
Redwood Investment Management, LLC 1.46% Add +34.7% 26,906 $13.0M
Keystone Financial Planning, Inc. 3.77% Reduce -0.1% 26,868 $13.0M
Regent Peak Wealth Advisors LLC 2.56% Add +0.1% 26,857 $13.0M
Newman Dignan & Sheerar, Inc. 2.69% Reduce -1.5% 26,658 $12.9M
Chaney Capital Management, Inc. 4.45% Reduce -0.3% 26,643 $12.9M
Front Row Advisors LLC 4.30% Reduce -1.6% 26,641 $12.9M
Commonwealth Retirement Investments LLC 4.15% Add +0.5% 26,623 $12.9M
JFS Wealth Advisors, LLC 0.72% Add +4.4% 26,604 $12.9M
Kestra Investment Management, LLC 0.31% Add +5.7% 26,572 $12.9M
Harrington Investments, INC 6.45% Reduce -2.9% 26,534 $12.8M
Signet Financial Management, LLC 1.43% Reduce -0.9% 26,522 $12.8M
KP Management LLC 3.99% Add +96.3% 26,500 $12.8M
LMR Partners LLP 0.16% Reduce -79.9% 26,500 $12.8M
S.E.E.D. Planning Group LLC 3.65% Add +2.1% 26,498 $12.8M
Coppell Advisory Solutions LLC 1.26% Add +27.0% 26,279 $12.8M
Alpine Woods Capital Investors, LLC 3.05% Reduce -0.1% 26,449 $12.8M
Ceeto Capital Group, LLC 3.73% Add +6.4% 26,445 $12.8M
Councilmark Asset Management, LLC 7.15% Reduce -3.1% 26,420 $12.8M
Lantz Financial LLC 2.69% Add +1.7% 26,388 $12.8M
Menlo Advisors LLC 5.73% Reduce -0.0% 26,387 $12.8M
Ignite Planners, LLC 1.95% Add +6.0% 29,639 $12.8M
Mattson Financial Services, LLC 2.98% Add +1.3% 26,365 $12.8M
Greenfield Savings Bank 5.36% Reduce -1.5% 26,343 $12.7M
Beck Capital Management, LLC 3.03% Reduce -5.8% 26,287 $12.7M
Carderock Capital Management Inc. 3.08% Add +5.2% 26,269 $12.7M
Smith, Moore & Co. 0.96% Reduce -3.0% 26,269 $12.7M
Nicolet Bankshares Inc. 2.04% Reduce -13.3% 26,263 $12.7M
Wormser Freres Gestion 7.22% Reduce -1.7% 26,249 $12.7M
White Pine Investment CO 2.98% Reduce -2.6% 26,161 $12.7M
Sterling Investment Advisors, Ltd. 2.33% Add +2.1% 26,117 $12.6M
Freemont Management S.A. 2.49% Add +196.6% 26,100 $12.6M
Buttonwood Financial Advisors Inc. 4.21% Reduce -2.5% 26,091 $12.6M
Parisi Gray Wealth Management 2.86% Add +0.1% 26,072 $12.6M
MBL Wealth, LLC 1.01% Add +32.0% 26,052 $12.6M
Harbor Advisors LLC 1.89% No change 26,000 $12.6M
CVA Family Office, LLC 1.45% Add +1.3% 26,000 $12.6M
Integrated Investment Consultants, LLC 2.47% Add +1.7% 25,978 $12.6M
Bradyco, Inc. 15.57% Reduce -13.3% 25,940 $12.5M
McHugh Group, LLC 7.21% Reduce -0.8% 25,931 $12.5M
IFC Advisors LLC 1.83% Reduce -0.1% 25,888 $12.5M
Mitchell Sinkler & Starr 5.65% Add +0.4% 25,867 $12.5M
Manchester Global Management (UK) Ltd 1.68% Reduce -79.5% 25,855 $12.5M
Midland Wealth Advisors, LLC 0.65% Reduce -5.9% 25,840 $12.5M
Lester Murray Antman dba SimplyRich 3.27% Reduce -0.1% 25,839 $12.5M
Drucker Wealth 3.0, LLC 2.19% Reduce -4.7% 25,815 $12.5M
Humankind Investments LLC 5.60% Reduce -20.7% 25,800 $12.5M
Bulltick Wealth Management, LLC 2.65% Add +10.9% 25,800 $12.5M
HERALD INVESTMENT MANAGEMENT Ltd 1.63% Add +6.2% 25,800 $12.5M
KLCM Advisors, Inc. 1.07% Add +15.3% 25,794 $12.5M
Bank Hapoalim BM 1.12% Reduce -0.1% 25,764 $12.5M
Sagewood Asset Management LP 4.42% — 25,764 $12.5M
Sivia Capital Partners, LLC 2.52% Add +7.4% 25,758 $12.5M
BCS Private Wealth Management, Inc. 4.25% Reduce -2.1% 25,727 $12.4M
Brandywine Oak Private Wealth LLC 1.04% Reduce -0.3% 25,700 $12.4M
Motley Fool Wealth Management, LLC 0.96% Reduce -19.4% 25,660 $12.4M
Trust Co. of Oklahoma 3.61% Add +1.9% 25,621 $12.4M
United Capital Management of KS, Inc. 1.74% Add +2.3% 25,611 $12.4M
BKM Wealth Management, LLC 4.52% Add +5.2% 25,570 $12.4M
Fairfield, Bush & Co. 6.52% Reduce -2.6% 25,563 $12.4M
Monograph Wealth Advisors, LLC 1.21% Reduce -2.3% 25,542 $12.4M
Souders Financial Advisors 1.41% Add +3.2% 25,534 $12.3M
Lineweaver Wealth Advisors, LLC 1.68% Add +10.1% 25,530 $12.3M
MinichMacGregor Wealth Management, LLC 2.24% Add +185.3% 25,529 $12.3M
Excalibur Management Corp. 4.45% Reduce -2.2% 25,496 $12.3M
Ballast Advisors LLC 3.40% Reduce -3.2% 25,494 $12.3M
Two Sigma Securities, LLC 1.70% Add +2120.7% 25,494 $12.3M
Benson Investment Management Company, Inc. 4.32% Add +3.1% 25,490 $12.3M
Tradewinds Capital Management, LLC 2.60% Reduce -0.0% 25,480 $12.3M
Windward Capital Management Co. 0.98% Reduce -6.7% 25,475 $12.3M
Castle Rock Wealth Management, LLC 2.66% Reduce -1.7% 29,970 $12.3M
Annis Gardner Whiting Capital Advisors, LLC 2.33% Add +11.3% 25,422 $12.3M
David J Yvars Group 6.55% Add +0.1% 25,404 $12.3M
Cardiff Park Advisors, LLC 1.01% Reduce -0.2% 25,399 $12.3M
Frisch Financial Group, Inc. 2.75% Add +8.0% 25,385 $12.3M
Tanager Wealth Management LLP 1.23% Add +4.0% 25,380 $12.3M
Settian Capital LP 8.17% No change 25,350 $12.3M
MGB Wealth Management, LLC 3.51% Reduce -0.6% 25,338 $12.3M
Tiemann Investment Advisors, LLC 4.76% Reduce -7.4% 25,349 $12.3M
Cypress Wealth Services, LLC 1.69% Add +49.6% 25,325 $12.2M
Enterprise Financial Services Corp 6.21% Reduce -0.8% 25,306 $12.2M
Breakwater Investment Management 4.42% Reduce -8.5% 25,270 $12.2M
Tred Avon Family Wealth, LLC 3.98% Add +11.1% 25,256 $12.2M
Elwood Capital Partners LP 10.44% No change 25,243 $12.2M
Permanens Capital L.P. 1.59% Add +91.9% 25,224 $12.2M
D'Orazio & Associates, Inc. 1.56% Reduce -0.3% 25,183 $12.2M
First Command Advisory Services, Inc. 0.08% Add +7.6% 25,162 $12.2M
Enhancing Capital LLC 8.69% Reduce -0.1% 25,108 $12.1M
Canopy Partners, LLC 3.95% Add +0.8% 25,068 $12.1M
LCNB Corp. 4.06% Add +2.4% 25,062 $12.1M
Goodman Advisory Group, LLC 2.98% Add +1.3% 25,030 $12.1M
Tiptree Advisors, LLC 6.97% No change 25,000 $12.1M
Sphera Management Technology Funds Ltd 6.33% Add +13.6% 25,000 $12.1M
First Sabrepoint Capital Management LP 4.97% Reduce -28.6% 25,000 $12.1M
Keystone Wealth Services, LLC 2.54% Add +0.1% 24,967 $12.1M
Wimmer Associates 1, LLC 5.61% Reduce -1.5% 24,940 $12.1M
Geneva Partners, LLC 4.29% Add +2.6% 24,921 $12.1M
Prestige Wealth Management Group LLC 2.30% Reduce -1.0% 24,902 $12.0M
Thurston, Springer, Miller, Herd & Titak, Inc. 4.22% Add +594.1% 24,885 $12.0M
Valley Brook Capital Group, Inc. 7.96% Reduce -0.5% 24,874 $12.0M
HBW Advisory Services LLC 1.31% Reduce -2.4% 24,843 $12.0M
Titan Wealth (CI) Ltd 4.59% — 24,708 $11.9M
Investidor Profissional Gestao de Recursos Ltda. 8.91% Reduce -7.5% 24,687 $11.9M
Northstar Advisory Group, LLC 4.24% Reduce -22.7% 24,685 $11.9M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 5.80% Add +34.0% 24,650 $11.9M
Regatta Capital Group, LLC 1.80% Add +0.3% 24,614 $11.9M
West Michigan Advisors, LLC 2.73% Add +2.5% 24,599 $11.9M
Pacifica Partners Inc. 5.29% Add +3.1% 25,154 $11.9M
Qsemble Capital Management, LP 0.98% New 24,594 $11.9M
Blodgett Wealth Advisors, LLC 8.28% Reduce -1.3% 24,545 $11.9M
Graham Capital Management, L.P. 0.58% Add +144.7% 24,483 $11.8M
Barton Investment Management 1.27% Reduce -5.1% 24,461 $11.8M
Aventura Private Wealth, LLC 4.24% Reduce -5.7% 24,421 $11.8M
Adirondack Trust Co. 3.88% Reduce -0.3% 24,414 $11.8M
Ar Asset Management Inc. 2.44% No change 24,399 $11.8M
Greenspring Advisors, LLC 0.72% Add +246.6% 24,368 $11.8M
OMC Financial Services LTD 4.39% Add +0.9% 24,334 $11.8M
Bey-Douglas LLC 9.43% Reduce -0.5% 24,333 $11.8M
Canton Hathaway, LLC 2.26% Reduce -0.0% 24,257 $11.7M
Trust Co of Kansas 5.39% Add +0.5% 24,194 $11.7M
Cary Street Partners Investment Advisory LLC 3.16% Add +8.1% 24,186 $11.7M
Liberty Capital Management, Inc. 2.18% Reduce -3.6% 24,162 $11.7M
Leisure Capital Management 3.87% Reduce -1.0% 24,151 $11.7M
Atlas Legacy Advisors, LLC 2.05% Add +3.7% 24,468 $11.7M
Wealth Preservation Advisors, LLC 5.87% Reduce -0.6% 24,104 $11.7M
Pinnacle West Asset Management, Inc. 7.57% Reduce -0.9% 24,085 $11.6M
Austin Private Wealth, LLC 0.87% Reduce -1.6% 24,034 $11.6M
Peregrine Asset Advisers, Inc. 3.28% Add +0.2% 24,009 $11.6M
HHM Wealth Advisors, LLC 1.37% Add +0.8% 23,944 $11.6M
Aspen Investment Management Inc 3.50% Add +40.3% 23,944 $11.6M
Triangle Securities Wealth Management 2.44% Reduce -6.8% 23,924 $11.6M
Center for Financial Planning, Inc. 1.20% Add +0.0% 23,886 $11.6M
Quadrant Private Wealth Management, LLC 1.89% Add +10.5% 23,836 $11.5M
Wisconsin Capital Management LLC 5.82% Add +1.6% 23,806 $11.5M
First PREMIER Bank 2.63% Reduce -0.4% 23,766 $11.5M
Churchill Financial Advisors, LLC 3.51% — 23,723 $11.5M
Legato Capital Management LLC 0.99% Add +167.4% 23,722 $11.5M
Elgethun Capital Management 1.98% Reduce -1.9% 23,658 $11.4M
Red Cedar Investment Management, LLC 1.23% No change 23,625 $11.4M
Ethos Financial Group, LLC 0.84% Add +5.6% 23,566 $11.4M
Tempo Wealth, LLC 2.03% — 23,535 $11.4M
Forte Asset Management LLC 5.16% Add +91.9% 23,518 $11.4M
Atlas Brown,Inc. 3.38% Reduce -1.8% 23,494 $11.4M
Riverview Capital Advisers, LLC 3.44% Reduce -2.5% 23,479 $11.4M
Marathon Wealth Advisors LLC 4.51% — 23,467 $11.3M
Ducere Wealth Management LLC 4.39% — 23,455 $11.3M
Tandem Capital Management Corp. 5.16% Reduce -3.6% 23,455 $11.3M
Corsair Capital Management, L.P. 1.88% Add +0.0% 23,444 $11.3M
SHP Wealth Management 0.88% — 23,443 $11.3M
Eos Management, L.P. 4.44% No change 23,425 $11.3M
Synergy Financial Group, LTD 7.96% Add +3.6% 23,424 $11.3M
Main Street Group, LTD 3.90% Reduce -0.2% 23,361 $11.3M
Sonoma Private Wealth LLC 13.64% Reduce -1.9% 23,359 $11.3M
Papamarkou Wellner Asset Management inc. 6.78% Reduce -0.3% 23,344 $11.3M
Cim Investment Management Inc. 2.95% No change 23,321 $11.3M
McAdam, LLC 0.52% Add +11.3% 23,290 $11.3M
Cane Capital Partners, LLC 4.72% — 23,267 $11.3M
Compton Wealth Advisory Group, LLC 2.46% Reduce -0.6% 23,238 $11.2M
Charles Schwab Trust Co 0.74% Add +6.5% 23,236 $11.2M
Ring Mountain Capital, LLC 5.76% Add +1.2% 24,428 $11.2M
Hengehold Capital Management LLC 0.95% Add +11.1% 23,213 $11.2M
Allegheny Financial Group 1.66% Reduce -0.8% 23,182 $11.2M
Elyxium Wealth, LLC 3.11% Reduce -0.7% 23,172 $11.2M
Milestone Asset Management, LLC 2.11% Add +174.2% 23,097 $11.2M
LOM Asset Management Ltd 3.23% Reduce -1.1% 23,082 $11.2M
Piscataqua Savings Bank 7.83% Add +9.2% 23,082 $11.2M
3Chopt Investment Partners, LLC 2.50% Add +2.0% 23,037 $11.1M
Crown Wealth Group, LLC 3.11% Add +1.4% 23,021 $11.1M
Everpar Advisors LLC 4.12% Add +6.5% 22,959 $11.1M
Marathon Capital Management 2.40% Reduce -2.3% 22,942 $11.1M
AMJ Financial Wealth Management 2.66% Reduce -0.1% 22,939 $11.1M
RPg Family Wealth Advisory, LLC 2.44% Add +21.0% 22,925 $11.1M
Howard Financial Services, LTD. 1.30% Add +6.2% 22,905 $11.1M
Arista Wealth Management, LLC 1.36% Reduce -2.6% 22,854 $11.1M
Stableford Capital II LLC 3.99% Reduce -2.0% 22,824 $11.0M
Independent Solutions Wealth Management, LLC 2.02% Reduce -1.1% 22,786 $11.0M
ORG Partners LLC 1.97% Add +1.7% 22,771 $11.0M
IMC-Chicago, LLC 0.19% New 22,768 $11.0M
Penbrook Management LLC 7.59% Reduce -6.4% 22,750 $11.0M
Atmos Capital Gestao DE Recursos Ltda. 1.67% Reduce -22.2% 22,750 $11.0M
Rayburn West Financial Services LLC 6.83% — 22,736 $11.0M
Blue Edge Capital, LLC 1.47% Add +5.4% 22,730 $11.0M
Mount Vernon Associates Inc. 7.39% Add +0.9% 22,708 $11.0M
Fremen Capital Management LP 8.98% — 22,706 $11.0M
Solstein Capital, LLC 4.40% Reduce -1.3% 22,674 $11.0M
Cottage Street Advisors LLC 4.63% Reduce -4.8% 22,643 $11.0M
Atlanta Consulting Group Advisors, LLC 2.48% Add +7.7% 22,628 $10.9M
Centerpoint Advisors, LLC 3.36% Reduce -0.4% 22,617 $10.9M
Bradley & Co. Private Wealth Management, LLC 5.85% Reduce -2.1% 22,553 $10.9M
Lederer & Associates Investment Counsel 7.32% Reduce -4.8% 22,548 $10.9M
Facet Wealth, Inc. 0.19% Add +81.7% 22,619 $10.9M
First Commonwealth Financial Corp 1.79% Reduce -1.0% 22,500 $10.9M
Seven Mile Advisory 1.90% Reduce -8.6% 22,479 $10.9M
Chesapeake Asset Management LLC 9.01% Reduce -1.8% 22,467 $10.9M
Atwater Malick LLC 2.99% Add +3.8% 22,455 $10.9M
Delaney Dennis R 5.45% Reduce -0.5% 22,438 $10.9M
Greenline Partners, LLC 1.24% Reduce -8.1% 22,366 $10.8M
Trail Ridge Investment Advisors, LLC 4.64% Add +1.0% 22,333 $10.8M
McCarter Private Wealth Services LLC 4.85% Add +2.7% 22,330 $10.8M
Palumbo Wealth Management LLC 2.66% Add +0.4% 22,330 $10.8M
Windle Wealth, LLC 4.84% Reduce -0.6% 22,324 $10.8M
Moseley Investment Management Inc. 3.33% Reduce -4.8% 22,272 $10.8M
Stamos Capital Partners, L.P. 1.73% Add +21.5% 22,265 $10.8M
Colonial River Investments, LLC 3.84% Add +13.3% 22,262 $10.8M
Fusion Capital, LLC 3.02% Add +2.8% 22,235 $10.8M
Concentrum Wealth Management 3.00% Add +26.0% 22,203 $10.7M
Ardsley Advisory Partners LP 1.37% Reduce -40.0% 22,200 $10.7M
Diligent Investors, LLC 2.64% Add +0.7% 22,199 $10.7M
Cascade Financial Partners, LLC 1.09% Reduce -1.8% 22,189 $10.7M
Pinkerton Wealth, LLC 1.10% Add +1.0% 22,159 $10.7M
Stablepoint Partners, LLC 1.67% Add +0.5% 22,144 $10.7M
Hartford Funds Management Co LLC 0.88% Add +38.7% 22,139 $10.7M
Pitcairn Wealth Advisors LLC 0.96% — 22,141 $10.7M
Clark Asset Management, LLC 1.11% Add +12.3% 22,139 $10.7M
Promethos Capital, LLC 2.92% New 22,135 $10.7M
Mach-1 Financial Group, LLC 2.20% Add +33.2% 22,132 $10.7M
Summa Corp. 4.59% Reduce -3.3% 22,131 $10.7M
High Note Wealth, LLC 2.09% Add +0.3% 22,079 $10.7M
Secure Asset Management, LLC 1.68% Reduce -1.0% 22,061 $10.7M
Advanced Asset Management Advisors Inc 2.91% Add +0.0% 22,043 $10.7M
Wealth Management Partners, LLC 3.04% Add +1.2% 22,003 $10.6M
Redmond Asset Management, LLC 2.71% Reduce -2.2% 21,993 $10.6M
Aft, Forsyth & Sober, LLC 3.22% No change 21,950 $10.6M
Xxi Wealth, LLC 6.45% — 21,948 $10.6M
Mandatum Life Insurance Co Ltd 2.42% Reduce -2.2% 21,916 $10.6M
Advocate Group LLC 1.71% Reduce -11.3% 21,903 $10.6M
Granite Bay Wealth Management, LLC 2.57% Add +17.2% 21,891 $10.6M
Curbstone Financial Management Corp 2.02% Reduce -2.8% 21,874 $10.6M
Eagle Capital Management, LLC 3.84% Reduce -1.3% 21,859 $10.6M
Pines Wealth Management, LLC 3.42% Reduce -0.2% 21,843 $10.6M
Mezzasalma Advisors, LLC 2.54% Add +0.9% 22,314 $10.6M
United Bank 3.58% Add +5.0% 21,813 $10.5M
Eastover Investment Advisors LLC 4.64% Reduce -1.0% 21,806 $10.5M
Ami Investment Management Inc. 2.37% Add +1.6% 21,784 $10.5M
Notis-McConarty Edward 4.89% Add +0.1% 21,784 $10.5M
LCM Capital Management Inc 5.09% Reduce -1.1% 21,766 $10.5M
Parkwood LLC 0.89% Reduce -25.5% 21,739 $10.5M
Genus Capital Management Inc. 1.22% Reduce -16.0% 21,707 $10.5M
Blueprint Investment Partners LLC 1.12% Reduce -26.6% 21,693 $10.5M
Retirement Solution LLC 2.32% Add +2.0% 21,651 $10.5M
IMA Advisory Services, Inc. 1.00% Add +1.2% 21,629 $10.5M
Barbara Oil Co. 3.88% No change 21,620 $10.5M
Lakeshore Financial Planning, Inc. 3.73% Reduce -0.2% 21,605 $10.4M
StrongBox Wealth, LLC 3.43% Add +5.4% 21,593 $10.4M
Abundance Wealth Counselors 1.76% Reduce -0.1% 21,587 $10.4M
Franklin, Parlapiano, Turner & Welch, LLC 2.59% Reduce -3.1% 22,658 $10.4M
Income Insurance Ltd 6.73% — 21,460 $10.4M
Asahi Life Asset Management Co., LTD. 5.79% Reduce -3.6% 21,459 $10.4M
CYBER HORNET ETFs LLC 6.18% Add +5.0% 21,416 $10.4M
Trilogy Capital Inc. 0.46% Add +7.8% 21,378 $10.3M
Summit Financial Strategies, Inc. 0.85% Reduce -0.3% 21,377 $10.3M
SOL Capital Management CO 0.93% Reduce -4.4% 21,376 $10.3M
Breakwater Capital Group 1.44% No change 21,350 $10.3M
Investment Research & Advisory Group, Inc. 3.42% Add +0.3% 21,203 $10.3M
AXA S.A. 4.88% Reduce -9.5% 21,346 $10.3M
Katamaran Capital LLP 7.81% Add +64.8% 21,337 $10.3M
Rainier Family Wealth Inc. 7.77% Add +4.3% 21,328 $10.3M
Abacus Planning Group, Inc. 1.37% Reduce -0.2% 21,304 $10.3M
Pinnacle Bancorp, Inc. 3.01% Reduce -3.5% 21,224 $10.3M
Forefront Wealth Management Inc. 7.36% Reduce -1.1% 21,200 $10.3M
Cumberland Advisors Inc. 3.89% Add +6.3% 21,200 $10.3M
Virtue Capital Management, LLC 1.58% Add +152.4% 21,670 $10.2M
Bluespring Wealth Management, LLC 0.88% Add +7.5% 21,175 $10.2M
O'Brien Greene & Co. Inc 3.04% Add +3.8% 21,168 $10.2M
GSG Advisors LLC 2.64% Add +0.7% 21,165 $10.2M
Security National Bank of So Dak 5.04% Reduce -0.5% 21,151 $10.2M
Abel Hall, LLC 2.39% Add +118.2% 21,138 $10.2M
Prosperitas Financial LLC 3.98% Add +3.1% 21,126 $10.2M
Shaker Investments LLC 4.25% Add +28.9% 21,121 $10.2M
Keating Financial Advisory Services, Inc. 1.38% — 21,065 $10.2M
Chelsea Counsel Co. 4.37% Reduce -0.5% 21,048 $10.2M
Revisor Wealth Management LLC 2.72% Add +14.8% 22,286 $10.2M
Tempus Wealth Planning, LLC 2.32% Reduce -3.2% 20,975 $10.1M
Providence Wealth Advisors, LLC 6.33% Reduce -2.6% 21,290 $10.1M
Highview Capital Management LLC 3.57% Add +0.0% 20,915 $10.1M
Studio Investment Management LLC 1.85% Reduce -0.5% 20,907 $10.1M
Integrated Quantitative Investments LLC 2.17% Add +77.8% 20,902 $10.1M
Wolverine Asset Management LLC 0.59% New 20,862 $10.1M
Hamel Associates, Inc. 3.04% Reduce -9.9% 20,854 $10.1M
Cromwell Holdings LLC 5.51% No change 20,858 $10.1M
Mendel Money Management 4.22% Reduce -1.7% 20,835 $10.1M
Wealthedge Investment Advisors, LLC 3.72% Add +26.3% 20,807 $10.1M
Wealth Management Associates, Inc. 3.49% Reduce -0.5% 20,730 $10.0M
Alaethes Wealth, LLC 2.82% Add +0.1% 20,688 $10.0M
Naman Capital Ltda 2.81% Reduce -16.6% 20,675 $10.0M
Seizert Capital Partners, LLC 0.42% Reduce -19.7% 20,667 $10.0M
Sentinel Trust Co. Lba 0.98% Add +1.5% 20,646 $10.0M
Eagle Wealth Advisors LLC 8.49% — 20,590 $10.0M
First Pacific Financial 1.30% Reduce -1.5% 20,585 $10.0M
Financial Planning Hawaii, Inc. 5.73% — 20,580 $10.0M
Wealth Architects, LLC 0.90% Reduce -2.9% 20,578 $10.0M
Florida Financial Advisors, LLC 2.70% Add +23.0% 20,559 $9.9M
Occudo Quantitative Strategies LP 0.66% Add +48.0% 20,518 $9.9M
Luma Capital S.A. - SPF 9.30% — 20,500 $9.9M
Walkner Condon Financial Advisors LLC 1.38% Add +4.5% 20,499 $9.9M
Voya Financial Advisors, Inc. 0.95% Reduce -6.5% 20,343 $9.9M
Advisors Preferred, LLC 1.61% Add +2.9% 20,941 $9.9M
FLC Capital Advisors 1.83% Add +1.4% 20,470 $9.9M
Paragon Advisors, LLC 2.69% Add +5.2% 20,456 $9.9M
General Partner, Inc. 5.61% Reduce -2.9% 20,451 $9.9M
Lynch Asset Management, Inc. 3.11% Add +1.5% 20,425 $9.9M
Sfm, LLC 5.79% Add +3.5% 20,422 $9.9M
NWF Advisory Services Inc. 1.09% Add +6.2% 20,394 $9.9M
Royal Capital Wealth Management, LLC 5.82% Add +0.1% 20,389 $9.9M
GenTrust, LLC 0.43% Add +6.1% 20,385 $9.9M
Investment Partners, LTD. 3.45% Reduce -3.0% 20,378 $9.9M
First Washington CORP 2.55% Reduce -0.8% 20,366 $9.8M
Thrive Wealth Management, LLC 1.45% Reduce -3.4% 20,360 $9.8M
Uncommon Cents Investing LLC 2.38% Reduce -26.0% 20,356 $9.8M
Bernard Wealth Management Corp. 3.99% Reduce -0.8% 20,345 $9.8M
Kwmg, LLC 0.85% Reduce -1.2% 20,341 $9.8M
RFG - Bristol Wealth Advisors, LLC 2.74% Reduce -0.9% 20,340 $9.8M
Horizon Investment Services, LLC 3.54% Reduce -0.1% 20,322 $9.8M
Beacon Financial Group 0.98% Reduce -3.5% 20,317 $9.8M
Richard P Slaughter Associates Inc 2.06% Add +15.5% 20,314 $9.8M
Buffalo Business & Estate Services Ltd. 1.41% — 20,307 $9.8M
BTG Pactual Asset Management US LLC 1.10% Reduce -42.1% 20,296 $9.8M
Byrne Asset Management LLC 5.51% Reduce -1.0% 20,292 $9.8M
FACT Capital, LP 5.49% Reduce -16.7% 20,292 $9.8M
Cooper Investors PTY Ltd. 3.26% Reduce -12.5% 20,290 $9.8M
Lesa Sroufe & Co 7.30% Reduce -0.5% 20,278 $9.8M
WealthPLAN Partners, LLC 1.47% Reduce -26.3% 20,278 $9.8M
Resurgent Financial Advisors LLC 4.93% Reduce -9.3% 20,265 $9.8M
Phoenix Wealth Advisors 3.77% Reduce -0.6% 20,263 $9.8M
Cherokee Insurance Co 3.96% No change 20,225 $9.8M
Rare Wolf Capital LLC 6.10% — 20,203 $9.8M
Oribel Capital Management, LP 0.95% Reduce -85.0% 20,200 $9.8M
626 Financial, LLC 4.22% Reduce -1.7% 20,199 $9.8M
Amarillo National Bank 1.71% Add +5.1% 20,152 $9.7M
Godshalk Welsh Capital Management, Inc. 5.54% Reduce -1.3% 20,075 $9.7M
Positano Wealth Management Ltd 7.58% — 20,051 $9.7M
Arkfeld Wealth Strategies, L.L.C. 3.33% Add +0.5% 20,025 $9.7M
Baker Boyer National Bank 2.92% Add +254.7% 20,016 $9.7M
Miura Global Management, LLC 16.16% No change 20,000 $9.7M
Ivy Lane Capital Management, LLC 12.23% Reduce -33.3% 20,000 $9.7M
Rubicon Global Capital Ltd 2.56% No change 20,000 $9.7M
Zimmer Partners, LP 0.25% No change 20,000 $9.7M
SYM FINANCIAL Corp 0.99% Reduce -3.4% 19,996 $9.7M
Burford Brothers, Inc. 3.99% Add +0.5% 19,976 $9.7M
Bender Robert & Associates 2.00% Reduce -0.5% 19,912 $9.6M
Maia Wealth LLC 1.64% Add +5.5% 23,941 $9.6M
Boxwood Ventures, Inc. 9.68% No change 19,890 $9.6M
Anb Bank 3.82% Add +0.1% 19,888 $9.6M
Martin & Co. Inc. 1.65% Add +2.4% 19,862 $9.6M
Arsenal Capital Advisors LLC 6.78% — 19,842 $9.6M
Alexander Labrunerie & Co., Inc. 3.51% Reduce -1.1% 19,833 $9.6M
RBA Wealth Management, LLC 3.25% Reduce -0.6% 19,830 $9.6M
Bouvel Investment Partners, LLC 2.76% Add +1.6% 19,826 $9.6M
Elevated Capital Advisors, LLC 2.23% Add +2.3% 19,809 $9.6M
Marino, Stram & Associates LLC 1.73% Reduce -7.2% 19,807 $9.6M
Henson-Edgewater Management, LLC 5.66% — 19,805 $9.6M
Commonwealth Financial Services, LLC 1.58% Add +1.7% 19,793 $9.6M
Keudell/Morrison Wealth Management 2.01% — 19,787 $9.6M
1248 Management, LLC 5.12% Add +6.0% 19,781 $9.6M
Greenberg Financial Group 3.94% — 19,777 $9.6M
McBroom & Associates, LLC 4.65% Add +0.8% 19,775 $9.6M
Hudson Canyon Capital Management 5.59% No change 19,770 $9.6M
CacheTech Inc. 1.77% Add +19.3% 19,741 $9.5M
Gilliland Jeter Wealth Management LLC 2.88% Reduce -0.9% 19,721 $9.5M
Wrapmanager Inc. 3.22% Reduce -13.5% 19,713 $9.5M
Gold Investment Management Ltd. 3.04% Add +0.4% 19,706 $9.5M
Socorro Asset Management LP 3.84% Add +19.7% 19,701 $9.5M
LFG Wealth Partners, LLC 6.07% — 19,700 $9.5M
JPL Wealth Management, LLC 2.32% Reduce -4.3% 19,694 $9.5M
Copos Capital B.V. 6.65% — 19,679 $9.5M
RD Finance Ltd 9.61% New 19,664 $9.5M
Townsend Asset Management Corp. /NC/ 3.35% Reduce -0.4% 19,656 $9.5M
Wealth Alliance Advisory Group, LLC 1.63% Add +2.6% 19,633 $9.5M
Geremia Financial Services, LLC 7.82% — 19,610 $9.5M
Fairvoy Private Wealth, LLC 2.12% Add +0.3% 19,605 $9.5M
Cerro Pacific Wealth Advisors LLC 2.56% Reduce -1.5% 19,600 $9.5M
Weaver Capital Management LLC 2.00% Add +6.8% 19,590 $9.5M
First City Capital Management, Inc. 5.01% Reduce -1.6% 19,590 $9.5M
InvesTrust 3.66% Reduce -22.8% 19,572 $9.5M
Blume Capital Management, Inc. 1.74% Reduce -8.0% 19,566 $9.5M
Trust Co of the South 1.52% Add +1.7% 19,533 $9.4M
Hazlett, Burt & Watson, Inc. 3.01% Add +7.5% 19,451 $9.4M
Baker Tilly Wealth Management, LLC 2.32% Add +2.2% 19,440 $9.4M
Victory Financial Group, LLC 1.18% Add +33.1% 19,439 $9.4M
Bangor Savings Bank 0.76% Reduce -3.9% 19,432 $9.4M
Sentry Investment Management LLC 6.17% Add +0.3% 19,419 $9.4M
Intrua Financial, LLC 1.03% Add +2.6% 19,411 $9.4M
WealthBridge Investment Counsel Inc. 2.82% Add +9.1% 19,401 $9.4M
Patrick Mauro Investment Advisor, INC. 4.90% Reduce -3.0% 19,387 $9.4M
Northern Lights Advisors, Inc. 6.43% — 19,376 $9.4M
Bridgewealth Advisory Group, LLC 2.07% Add +0.5% 19,368 $9.4M
Liberty Wealth Management LLC 1.21% Reduce -1.0% 19,362 $9.4M
Trivant Custom Portfolio Group, LLC 5.39% Reduce -0.5% 19,347 $9.4M
Runnymede Capital Advisors, Inc. 5.39% Add +35.8% 19,347 $9.4M
Intellectus Partners, LLC 1.81% Reduce -1.4% 19,345 $9.4M
Alteri Wealth LLC 3.03% Add +1.6% 19,313 $9.3M
Brooks, Moore & Associates, Inc. 4.59% Add +1.1% 19,303 $9.3M
Spirit of America Management Corp. 1.98% No change 19,299 $9.3M
Waddell & Associates, LLC 0.63% Reduce -0.6% 19,296 $9.3M
Prudent Investors Network, Inc. 2.14% Reduce -2.8% 19,293 $9.3M
Stelac Advisory Services LLC 3.30% Reduce -16.0% 19,280 $9.3M
Aft, Forsyth & Company, Inc. 4.02% Add +0.3% 19,261 $9.3M
Congress Park Capital LLC 2.78% Reduce -2.8% 19,250 $9.3M
MSH Capital Advisors LLC 1.99% Add +22.1% 19,246 $9.3M
Prosperity Financial Group, Inc. 3.35% Add +2.7% 19,243 $9.3M
Trust Investment Advisors 4.95% Reduce -3.2% 19,239 $9.3M
Peoples Financial Services Corp. 4.34% Reduce -4.5% 19,229 $9.3M
Weiss Asset Management LP 0.17% Reduce -64.8% 19,215 $9.3M
Convergence Investment Partners, LLC 1.85% Add +16.8% 19,209 $9.3M
First Community Trust NA 6.92% Reduce -7.0% 19,188 $9.3M
Avalon Capital Management 2.22% Add +0.7% 19,186 $9.3M
Norway Savings Bank 4.29% Add +2.7% 19,183 $9.3M
TB Capital Gestao de Recursos Ltda. 5.53% Add +316.6% 19,171 $9.3M
Fortress Private Ledger, LLC 3.05% Add +12.7% 19,167 $9.3M
Cavalier Investments, LLC 2.88% Reduce -30.8% 19,160 $9.3M
Fulcrum Wealth Advisors, LLC 7.62% — 19,147 $9.3M
Graybill Wealth Management, LTD. 2.73% Add +2.4% 19,147 $9.3M
Blackhawk Capital Partners, LLC 3.48% Add +5.9% 19,137 $9.3M
SGL Investment Advisors, Inc. 3.75% Add +7.0% 23,481 $9.2M
Scissortail Wealth Management, LLC 2.11% Reduce -1.1% 19,109 $9.2M
Calydon Capital 1.56% Reduce -30.9% 19,101 $9.2M
Octavia Wealth Advisors, LLC 0.88% Reduce -11.5% 19,079 $9.2M
Pekin Hardy Strauss, Inc. 0.85% Add +1.3% 19,068 $9.2M
Gateway Wealth Partners, LLC 1.03% Add +13.4% 19,067 $9.2M
KTF Investments, LLC 1.51% — 19,054 $9.2M
Family Legacy, Inc. 2.76% Reduce -2.4% 19,031 $9.2M
Bennett Selby Investments LP 2.96% Add +0.2% 19,029 $9.2M
Chemistry Wealth Management LLC 1.72% Reduce -1.3% 19,020 $9.2M
Flynn Zito Capital Management, LLC 3.28% Reduce -0.2% 18,980 $9.2M
Martin Capital Partners, LLC 3.45% Add +19.7% 18,952 $9.2M
North Growth Management Ltd. 1.43% No change 19,000 $9.2M
Ravenswood Partners LP 3.05% Reduce -0.3% 18,918 $9.1M
Cornell Pochily Investment Advisors, Inc. 2.65% Reduce -2.1% 18,887 $9.1M
Debussy Capital Management LP 1.24% Add +0.5% 18,876 $9.1M
Z3 Capital Partners, LLC 2.19% — 18,847 $9.1M
Probity Advisors, Inc. 1.46% Reduce -1.9% 18,841 $9.1M
DeDora Capital, Inc. 2.16% Reduce -3.8% 18,839 $9.1M
Aurora Investment Managers, LLC. 5.16% Reduce -0.4% 18,836 $9.1M
Caliber Wealth Management, LLC / KS 0.98% Reduce -2.3% 18,830 $9.1M
Byrne Financial Freedom, LLC 4.18% Reduce -1.3% 18,825 $9.1M
Redhawk Wealth Advisors, Inc. 1.02% Add +11.0% 18,821 $9.1M
Peninsula Asset Management Inc. 4.66% Reduce -2.7% 18,793 $9.1M
WT Wealth Management 2.61% Reduce -1.7% 18,777 $9.1M
Cambria Investment Management, L.P. 0.53% Add +4.8% 18,767 $9.1M
Pettee Investors, Inc. 5.09% Add +4.2% 18,766 $9.1M
Evolution Wealth Advisors, LLC 0.91% Add +1.1% 18,756 $9.1M
Trinity Legacy Partners, LLC 2.08% Add +0.6% 18,742 $9.1M
Raelipskie Partnership 3.80% Add +4.4% 18,734 $9.1M
Fiduciary Family Office, LLC 2.60% Reduce -1.4% 18,720 $9.1M
OneAscent Financial Services LLC 0.83% Reduce -37.6% 18,711 $9.0M
EagleClaw Capital Managment, LLC 1.31% Reduce -5.7% 18,674 $9.0M
Victrix Investment Advisors 3.49% Add +0.2% 18,651 $9.0M
1776 Wealth LLC 3.39% Add +0.9% 18,627 $9.0M
Noesis Capital Mangement Corp. 1.30% Add +3.2% 18,601 $9.0M
Cox Capital Mgt LLC 5.59% Add +1.8% 19,111 $9.0M
Lifeworks Advisors, LLC 1.16% Reduce -11.8% 18,597 $9.0M
Daybright Advisory Services, Inc. 2.40% — 18,593 $9.0M
Pensionfund Sabic 2.44% Reduce -6.5% 18,590 $9.0M
Twinbeech Capital LP 0.64% New 18,575 $9.0M
Marshall Investment Management, LLC 4.51% Add +7.0% 18,568 $9.0M
All Terrain Financial Advisors, LLC 2.76% Add +1.1% 18,562 $9.0M
Alkeme Wealth, LLC 3.82% Add +0.2% 18,557 $9.0M
Decker Wealth Management LLC 1.97% — 18,552 $9.0M
Darden Wealth Group Inc 4.36% Add +3.9% 18,536 $9.0M
Ewa, LLC 2.19% Add +10.0% 18,495 $8.9M
Dillon & Associates Inc. 1.15% Add +4.3% 18,478 $8.9M
Dempze Nancy E 4.66% Add +14.6% 18,491 $8.9M
Prentiss Smith & Co. Inc. 5.34% Reduce -3.7% 18,488 $8.9M
Capital Insight Partners, LLC 1.89% Reduce -13.1% 18,471 $8.9M
Alcosta Capital Management, Inc. 5.62% Reduce -5.0% 18,449 $8.9M
United Community Bank 3.37% Reduce -7.7% 18,425 $8.9M
Sculati Wealth Management, LLC 3.14% Reduce -1.4% 18,416 $8.9M
Accretive Wealth Partners, LLC 2.64% Add +13.3% 18,415 $8.9M
Onyx Bridge Wealth Group LLC 0.95% Reduce -12.4% 18,413 $8.9M
Central Valley Advisors, LLC 2.66% Reduce -1.2% 18,410 $8.9M
Madison Wealth Partners, Inc 1.62% Add +0.5% 18,403 $8.9M
Schwerin Boyle Capital Management Inc. 0.97% Reduce -1.1% 18,400 $8.9M
Tower View Wealth Management LLC 4.40% Add +0.3% 18,389 $8.9M
Jackson, Grant Investment Advisers, Inc. 2.93% Add +1.7% 18,384 $8.9M
Sylvest Advisors, LLC 4.74% Add +0.1% 18,383 $8.9M
Second Line Capital, LLC 1.83% Add +5.5% 18,381 $8.9M
Kenora Financial, LLC 2.99% Add +3.1% 18,378 $8.9M
Bernicke Wealth Management, Ltd. 1.14% — 18,373 $8.9M
St. Johns Investment Management Company, LLC 3.70% Add +2.8% 18,355 $8.9M
Titan Investment Management LLC 8.06% — 18,292 $8.8M
Boltwood Capital Management 2.30% Add +0.9% 18,290 $8.8M
Autumn Glory Partners, LLC 3.10% Add +1.9% 18,265 $8.8M
Summit Asset Management, LLC 1.25% Reduce -1.1% 18,256 $8.8M
Bcwm, LLC 2.64% Reduce -12.3% 18,251 $8.8M
Mraz, Amerine & Associates, Inc. 1.31% Reduce -1.8% 18,243 $8.8M
Aviso Wealth Management 3.70% Reduce -1.2% 18,216 $8.8M
Cambridge Financial Group, Inc. 3.36% Add +0.2% 18,189 $8.8M
CM Wealth Advisors LLC 1.99% Add +58.7% 18,177 $8.8M
Miller Capital Partners, Inc. 4.48% — 18,163 $8.8M
Stiles Financial Services Inc 2.70% Add +1.5% 18,160 $8.8M
waypoint wealth counsel 3.22% Reduce -1.1% 18,159 $8.8M
Aldebaran Capital, LLC 7.87% Reduce -4.5% 18,140 $8.8M
Cohen Investment Advisors LLC 4.03% Reduce -0.8% 18,114 $8.8M
Ashford Capital Management Inc. 0.98% Add +0.6% 18,109 $8.8M
Arta Finance Wealth Management LLC 4.46% — 18,089 $8.7M
Magnolia Capital Advisors LLC 1.84% Add +6.1% 18,082 $8.7M
Fairbanks Capital Management, Inc. 4.81% Reduce -0.9% 18,043 $8.7M
KKM Financial LLC 1.55% Add +8.7% 18,023 $8.7M
CWS Financial Advisors, LLC 2.37% Reduce -0.0% 18,016 $8.7M
Beaumont Asset Management, L.L.C. 4.35% Add +1.8% 18,013 $8.7M
Alta Fox Capital Management, LLC 1.87% Reduce -57.5% 18,000 $8.7M
Slagle Financial, LLC 3.04% Reduce -0.9% 17,998 $8.7M
TTP Investments, Inc. 2.84% Reduce -29.2% 17,975 $8.7M
B & T Capital Management DBA Alpha Capital Management 1.22% Add +0.0% 17,965 $8.7M
Pincus Capital Management, LP 5.79% — 17,941 $8.7M
Centric Wealth Management 1.83% Add +4.2% 20,470 $8.7M
Purkiss Capital Advisors LLC 4.06% Reduce -0.0% 17,905 $8.7M
Game Plan Financial Advisors, LLC 3.77% Reduce -0.4% 17,902 $8.7M
Kentucky Trust Co 4.59% Reduce -1.2% 17,879 $8.6M
Navellier & Associates Inc. 0.97% Reduce -8.6% 17,875 $8.6M
TOWER TRUST & INVESTMENT Co 5.43% Reduce -1.9% 17,846 $8.6M
Emerald Advisors, LLC 1.17% Add +41.1% 17,819 $8.6M
Incline Global Management LLC 2.94% New 17,815 $8.6M
MTM Investment Management, LLC 2.75% Reduce -0.5% 17,790 $8.6M
Aristides Capital LLC 2.98% Add +4.7% 17,770 $8.6M
Seaview Investment Managers LLC 3.23% Add +4.7% 17,769 $8.6M
Insight Advisors, LLC/ PA 1.30% Reduce -0.0% 17,752 $8.6M
Balefire, LLC 1.67% Reduce -1.0% 17,742 $8.6M
Truvestments Capital LLC 1.56% Add +1.7% 17,720 $8.6M
Encompass Wealth Advisors, LLC 2.91% Reduce -3.3% 17,693 $8.6M
Capital Advisors, Ltd. LLC 0.96% Reduce -5.3% 17,688 $8.6M
First Business Financial Services, Inc. 0.79% Reduce -6.0% 17,678 $8.5M
Diamant Asset Management, Inc. 6.18% Add +1.3% 17,670 $8.5M
William John Sempolinski 4.20% — 17,661 $8.5M
First National Bank of Hutchinson 4.99% Reduce -0.4% 17,626 $8.5M
Essex Investment Management Co. LLC 1.30% Reduce -3.6% 17,613 $8.5M
Topsail Wealth Management, LLC 1.24% Add +6.0% 17,506 $8.5M
Strategies Wealth Advisors, LLC 0.85% Add +4.6% 17,490 $8.5M
Headland Capital, LLC 2.35% Reduce -0.0% 17,487 $8.5M
Ranch Capital Advisors Inc. 3.11% Reduce -0.1% 17,480 $8.5M
XXEC, Inc. 8.45% Reduce -9.8% 17,476 $8.5M
Atlantic Edge Private Wealth Management, LLC 2.10% Reduce -0.5% 17,452 $8.4M
First Financial Group Corp 7.17% Add +0.0% 17,434 $8.4M
Cookson Peirce & Co. Inc. 0.35% Add +0.8% 17,434 $8.4M
Panoramic Capital Partners, LLC 5.17% Add +0.4% 17,425 $8.4M
Shayne & Jacobs, LLC 2.55% Add +0.0% 17,405 $8.4M
Old Mission Investment Co LLC 2.01% Reduce -2.6% 17,357 $8.4M
Dark Forest Capital Management LP 0.38% Reduce -22.3% 17,355 $8.4M
Unison Asset Management LLC 3.76% Add +4.6% 17,545 $8.4M
Bank of Marin 5.80% Reduce -1.4% 17,336 $8.4M
Northcape Wealth Management, LLC 2.37% Reduce -1.7% 17,333 $8.4M
Millstone Evans Group, LLC 4.93% Add +10.0% 17,320 $8.4M
Van Den Berg Management I, Inc. 1.92% Add +1.1% 17,319 $8.4M
Axecap Investments, LLC 5.16% Add +773.0% 17,294 $8.4M
Poehling Capital Management, INC. 1.71% Reduce -25.8% 17,257 $8.3M
Potentia Wealth 3.05% Add +2.2% 17,217 $8.3M
Kingstone Capital Partners Texas, LLC 4.85% Add +0.8% 17,184 $8.3M
Schrum Private Wealth Management LLC 6.14% Reduce -0.5% 17,167 $8.3M
First County Bank 4.38% Add +1.3% 17,163 $8.3M
Ayalon Insurance Comp Ltd. 2.01% No change 17,159 $8.3M
Bull Street Advisors, LLC 3.85% Reduce -0.3% 17,143 $8.3M
Private Management Group Inc. 0.24% Add +0.4% 17,135 $8.3M
Cloverfields Capital Group, LP 2.57% Add +10.9% 17,127 $8.3M
Transcendent Capital Group LLC 3.75% Add +2.8% 17,124 $8.3M
Castellan Group 1.04% Add +435.0% 17,119 $8.3M
First Financial Corp. 3.12% Reduce -0.3% 17,115 $8.3M
Jericho Financial, LLP 4.98% Add +2.4% 17,105 $8.3M
McGowan Group Asset Management, Inc. 1.03% Add +1.9% 17,088 $8.3M
STF Management LP 7.75% Reduce -61.0% 17,085 $8.3M
Evermay Wealth Management LLC 0.93% Reduce -2.6% 17,075 $8.3M
Helium Advisors LLC 8.36% Reduce -4.4% 17,075 $8.3M
Wharton Business Group, LLC 0.31% Reduce -2.1% 17,058 $8.2M
Addison Capital Co 2.06% Reduce -4.5% 17,051 $8.2M
VUB Generali dochodkova spravcovska spolocnost, a.s. 6.31% — 17,043 $8.2M
Ellsworth Advisors, LLC 1.63% Add +7.3% 18,016 $8.2M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.70% Reduce -9.1% 16,997 $8.2M
Bank of Stockton 2.35% Reduce -1.2% 16,993 $8.2M
LBMC Investment Advisors, LLC 0.51% Add +0.3% 16,991 $8.2M
Koenig Investment Advisory, LLC 6.66% — 20,448 $8.2M
Alliance Wealth Advisors, LLC 1.78% Reduce -24.6% 16,978 $8.2M
Wealth Dimensions Group, Ltd. 1.63% Reduce -1.0% 16,952 $8.2M
IKE Capital, LLC 7.13% — 16,942 $8.2M
Fort Point Capital Partners LLC 0.99% Add +2.6% 17,938 $8.2M
Integrity Advisory Solutions, LLC 1.18% Add +1.9% 16,933 $8.2M
Finward Bancorp 6.35% Reduce -2.9% 16,923 $8.2M
Gibbs Wealth Management 1.98% Reduce -12.1% 17,052 $8.2M
Jones Kertz & Associates, Inc. 4.19% — 16,868 $8.2M
Sittner & Nelson, LLC 2.88% Reduce -1.3% 20,320 $8.2M
Parkside Investments, LLC 1.03% Reduce -9.9% 16,837 $8.1M
Parsonex Advisory Services, Inc. 5.18% Add +2.8% 16,817 $8.1M
Mechanics Financial Corp 3.00% Add +0.5% 16,813 $8.1M
Crystal Rock Capital Management 4.30% No change 16,805 $8.1M
Castlefield Investment Partners LLP 6.27% — 16,804 $8.1M
Convergence Financial, LLC 1.19% Add +1.1% 16,803 $8.1M
Spreng Capital Management, Inc. 3.19% Reduce -1.9% 16,799 $8.1M
Chung Wu Investment Group, LLC 6.63% Add +1.1% 16,752 $8.1M
Ramirez Asset Management, Inc. 1.07% Add +0.5% 16,740 $8.1M
Audent Global Asset Management, LLC 5.12% Add +12.9% 16,716 $8.1M
Christine Messmer PC 5.27% — 16,698 $8.1M
Hixon Zuercher, LLC 2.44% Reduce -13.0% 16,659 $8.1M
Sava Penzisko Drushtvo A.D. Skopje 2.60% No change 16,659 $8.1M
Evolutionary Tree Capital Management, LLC 9.35% Reduce -2.6% 16,654 $8.1M
Fruth Investment Management 2.17% Reduce -9.8% 16,652 $8.1M
Summit Place Financial Advisors, LLC 3.89% Reduce -4.3% 16,616 $8.0M
Drystone LLC 7.22% Reduce -1.5% 16,600 $8.0M
NewSquare Capital LLC 0.71% Reduce -28.7% 16,594 $8.0M
Aigen Investment Management, LP 1.85% Add +50.5% 16,568 $8.0M
Aspen Grove Capital, LLC 1.39% Reduce -0.0% 16,552 $8.0M
PICTET BANK & TRUST Ltd 9.60% Add +71.5% 16,619 $8.0M
WD Rutherford LLC 3.34% Add +4.3% 16,539 $8.0M
Wealth Effects LLC 2.50% Reduce -0.8% 16,525 $8.0M
Peterson Wealth Services 2.04% Add +1225.8% 16,506 $8.0M
JSF Financial, LLC 1.65% Add +4.7% 16,503 $8.0M
US Asset Management LLC 6.52% Reduce -0.9% 16,500 $8.0M
Beaton Management Co. Inc. 3.51% No change 16,494 $8.0M
NCM Capital Management, LLC 2.96% Reduce -1.8% 16,489 $8.0M
Financial Management Network Inc. 1.26% Add +0.4% 16,857 $8.0M
Seeds Investor LLC 1.53% Add +4.0% 16,481 $8.0M
Strategic Family Wealth Counselors, L.L.C. 1.79% Add +102.8% 17,536 $8.0M
Prosperity Wealth Management, Inc. 2.65% Reduce -4.2% 16,476 $8.0M
ICW Investment Advisors LLC 2.89% Add +1.7% 16,449 $8.0M
Sunpointe, LLC 2.64% Add +5.3% 16,443 $8.0M
Columbus Macro, LLC 0.87% Add +1.0% 16,433 $7.9M
TFC Financial Management, Inc. 1.00% Add +1.2% 16,426 $7.9M
Addison Advisors LLC 1.78% Reduce -1.0% 16,407 $7.9M
Slow Capital, Inc. 0.95% Add +0.7% 16,402 $7.9M
Cloud Capital Management, LLC 3.75% Add +61.7% 21,459 $7.9M
C2C Wealth Management, LLC 6.68% Add +1.3% 16,392 $7.9M
Lazari Capital Management, Inc. 2.68% Reduce -0.4% 16,366 $7.9M
Harbor Advisory Corp. 2.39% Reduce -5.6% 16,351 $7.9M
Contravisory Investment Management, Inc. 1.56% Add +5.7% 16,327 $7.9M
First Dallas Securities Inc. 2.94% Reduce -3.5% 16,322 $7.9M
Union Savings Bank 3.42% — 16,316 $7.9M
Security National Bank of Sioux City Iowa 5.06% Reduce -0.9% 16,304 $7.9M
Mosaic Financial Group, LLC 5.38% Reduce -5.7% 16,301 $7.9M
Virtus Wealth Solutions LLC 1.50% Reduce -1.9% 16,300 $7.9M
J. Derek Lewis & Associates Inc. 1.85% — 16,299 $7.9M
Summerhill Capital Management lnc. 7.28% Add +0.1% 16,298 $7.9M
Miramontes Capital, LLC 2.68% — 16,271 $7.9M
Sterling Investment Counsel, LLC 2.25% Add +37.9% 16,881 $7.9M
Eley Financial Management, Inc 2.83% Reduce -0.3% 16,262 $7.9M
Key Client Fiduciary Advisors, LLC 2.72% Reduce -3.1% 16,257 $7.9M
Global Financial Private Client, LLC 2.76% Add +1.7% 16,256 $7.9M
Capital Advantage, Inc. 1.06% Add +2.4% 16,255 $7.9M
Sierra Capital LLC 0.83% Reduce -0.3% 16,252 $7.9M
Symmetry Partners, LLC 0.46% Reduce -2.0% 16,243 $7.9M
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 6.44% — 16,243 $7.9M
Ballast, Inc. 1.84% Add +0.3% 16,230 $7.8M
RIA Advisory Group LLC 1.90% Add +21.1% 16,229 $7.8M
Pflug Koory, LLC 3.66% Add +0.3% 16,222 $7.8M
Houlihan Financial Resource Group, Ltd. 3.04% Add +197.0% 16,834 $7.8M
Financial Gravity Asset Management, Inc. 1.51% Add +3.8% 16,214 $7.8M
Carl P. Sherr & Co., LLC 3.50% Reduce -0.7% 18,223 $7.8M
Stoneridge Investment Partners LLC 5.46% Add +4.8% 16,213 $7.8M
Sandy Cove Advisors, LLC 2.32% Add +4.6% 16,195 $7.8M
Creegan & Nassoura Financial Group, LLC 5.07% Reduce -2.3% 16,141 $7.8M
Insight Wealth Strategies, LLC 0.89% Add +2.3% 16,139 $7.8M
Centurion Wealth Management LLC 1.71% Reduce -0.8% 16,137 $7.8M
WP Advisors, LLC 1.94% Add +6.7% 16,134 $7.8M
Bank & Trust Co 5.52% Add +0.0% 16,132 $7.8M
Elefante Mark B 4.77% Add +5.3% 16,109 $7.8M
Acorn Wealth Advisors, LLC 2.32% Reduce -1.2% 16,097 $7.8M
Saxon Interests, Inc. 2.75% Add +1.5% 16,085 $7.8M
James J. Burns & Company, LLC 1.07% Reduce -0.4% 16,083 $7.8M
Atticus Wealth Management, LLC 1.92% Reduce -2.6% 16,079 $7.8M
Kercheville Advisors, LLC 2.03% Reduce -21.5% 17,216 $7.8M
Exit Wealth Advisors, LLC. 4.59% Add +1.8% 16,051 $7.8M
Evergreen Private Wealth LLC 3.06% Add +0.4% 16,027 $7.8M
Park Place Capital Corp 1.61% Reduce -2.9% 16,023 $7.7M
SC&H Financial Advisors, Inc. 1.20% Reduce -0.5% 16,010 $7.7M
Uptick Partners, LLC 1.65% Add +12.2% 15,995 $7.7M
Founders Grove Wealth Partners, LLC 1.74% Add +2.6% 15,984 $7.7M
W Advisors, LLC 3.89% Add +3.2% 15,974 $7.7M
Cape Investment Advisory, Inc. 2.37% Add +89.7% 15,961 $7.7M
Stolper Co 2.27% Add +0.1% 15,937 $7.7M
Sheets Smith Wealth Management 0.84% Add +2.9% 15,916 $7.7M
Payne Capital LLC 7.83% Add +0.2% 15,905 $7.7M
Plante Moran Financial Advisors, LLC 0.49% Reduce -4.0% 15,866 $7.7M
Silphium Asset Management Ltd 3.25% Reduce -32.7% 15,855 $7.7M
Goldenstone Wealth Management LLC 5.74% — 15,853 $7.7M
ROI Financial Advisors, LLC 4.40% Add +2.5% 15,848 $7.7M
Consilium Wealth Advisory, LLC 2.83% Add +0.6% 15,843 $7.7M
Warm Springs Advisors Inc. 5.93% Reduce -2.6% 15,835 $7.7M
Pacific Wealth Strategies Group, Inc. 4.34% Add +3.9% 15,824 $7.7M
RiverPark Advisors, LLC 3.95% Reduce -1.9% 15,793 $7.6M
EPG Wealth Management LLC 2.05% Reduce -0.3% 15,785 $7.6M
Ames National Corp. 4.47% Reduce -6.2% 15,783 $7.6M
AA Financial Advisors, LLC 1.41% Add +4.7% 15,771 $7.6M
Jacobsen Capital Management 2.49% Reduce -1.4% 15,764 $7.6M
Eaton Financial Holdings Company, LLC 2.05% Reduce -1.7% 15,759 $7.6M
Grey Ledge Advisors, LLC 1.72% Reduce -4.6% 15,742 $7.6M
Capstone Financial Advisors, Inc. 0.41% Add +0.5% 15,740 $7.6M
Garrison Bradford & Associates Inc. 8.26% Reduce -12.7% 15,736 $7.6M
Sierra Legacy Group 5.58% No change 15,718 $7.6M
Core Wealth Partners LLC 3.42% Add +1.1% 15,711 $7.6M
Schear Investment Advisers, LLC 3.27% Add +3.8% 15,706 $7.6M
Altman Advisors, Inc. 2.86% Add +2.5% 15,695 $7.6M
Adelphi Trust Co 6.19% — 15,682 $7.6M
Argent Advisors, Inc. 2.12% Add +1.4% 15,677 $7.6M
Palogic Value Management, L.P. 3.27% Reduce -0.6% 15,668 $7.6M
Wilkins Investment Counsel Inc. 1.10% Reduce -23.1% 15,642 $7.6M
XTX Topco Ltd 0.20% Add +57.7% 15,625 $7.6M
Platt Wealth Management LLC 7.49% — 15,626 $7.6M
Financial Avengers, Inc. 3.09% Reduce -1.5% 15,613 $7.6M
Affinity Capital Advisors, LLC 1.04% Add +44.6% 15,598 $7.5M
Ables, Iannone, Moore & Associates, Inc. 4.13% Add +2.5% 15,589 $7.5M
Sage Rhino Capital LLC 1.42% Reduce -4.4% 15,584 $7.5M
BCS Wealth Management 0.76% Add +176.6% 15,564 $7.5M
LaSalle St. Investment Advisors, LLC 1.21% Add +1.9% 15,547 $7.5M
Weaver Consulting Group 1.84% Add +0.9% 15,544 $7.5M
TSG Advice Partners, LLC 1.15% — 15,538 $7.5M
Widmann Financial Services, Inc. 4.60% Reduce -3.1% 15,533 $7.5M
Vanderbilt University 1.28% Add +39.4% 15,525 $7.5M
Oak Asset Management, LLC 2.56% Reduce -0.2% 15,519 $7.5M
Signet Investment Advisory Group, Inc. 3.49% Add +1.8% 15,510 $7.5M
Regency Capital Management Inc.\DE 3.12% Reduce -1.3% 15,504 $7.5M
Rpo LLC 9.72% New 15,500 $7.5M
Worth Financial Advisory Group, LLC 3.63% Add +2.5% 15,492 $7.5M
Quantum Financial Advisors, LLC 0.84% Add +5.2% 15,469 $7.5M
American Trust Investment Advisors, LLC 4.00% Add +2.0% 15,460 $7.5M
Opinicus Capital, Inc. 5.21% Reduce -1.8% 15,448 $7.5M
City State Bank 2.05% Add +1.1% 15,447 $7.5M
Omnia Family Wealth, LLC 2.20% Reduce -0.6% 15,432 $7.5M
Certified Advisory Corp 0.68% Reduce -2.4% 15,425 $7.5M
Traphagen Investment Advisors LLC 0.61% Add +0.3% 15,400 $7.4M
tru Independence LLC 1.88% Add +14.3% 15,392 $7.4M
First Heartland Consultants, Inc. 0.56% Reduce -0.4% 15,372 $7.4M
Fourier Capital Management Ltd 7.90% — 15,363 $7.4M
First United Bank & Trust 2.37% Reduce -6.9% 15,361 $7.4M
Lee Financial Co 1.00% Reduce -16.3% 15,357 $7.4M
Bravera Wealth 3.72% — 15,353 $7.4M
McGlone Suttner Wealth Management, Inc. 1.00% Reduce -3.9% 15,351 $7.4M
Meadowbrook Advisors Group, LLC 4.18% — 15,348 $7.4M
S.A. Mason LLC 2.93% Add +0.2% 15,346 $7.4M
One Wealth Advisors, LLC 0.91% Reduce -4.7% 15,340 $7.4M
Aperture Investors, LLC 1.03% Reduce -13.0% 15,329 $7.4M
Partners Capital Investment Group, LLP 0.28% Reduce -10.1% 15,328 $7.4M
Compass Capital Corp. /Ma/ 2.84% Add +0.9% 17,958 $7.4M
AAFMAA Wealth Management & Trust LLC 2.90% Add +63.0% 15,289 $7.4M
Mason & Associates Inc 1.39% Add +7.5% 15,281 $7.4M
Red Lighthouse Investment Management, LLC 2.64% Reduce -0.1% 15,268 $7.4M
Saybrook Capital 1.84% Add +0.2% 15,265 $7.4M
CFS Investment Advisory Services, LLC 0.54% Add +0.3% 15,256 $7.4M
Corundum Group, Inc. 2.48% Add +2.2% 15,256 $7.4M
Hager Investment Management Services, LLC 4.02% Reduce -3.0% 15,255 $7.4M
GWN Securities Inc. 1.49% Add +10.1% 15,254 $7.4M
Cantor Fitzgerald Investment Advisors L.P. 0.55% Reduce -8.2% 15,244 $7.4M
Orleans Capital Management Corp. 4.58% Reduce -5.9% 15,244 $7.4M
Fire Capital Management LLC 3.67% Add +10.8% 15,229 $7.4M
Falcon Wealth Planning 0.62% Add +15.7% 15,215 $7.4M
Duncan Williams Asset Management, LLC 1.83% Reduce -5.3% 17,757 $7.4M
RFP Financial Group LLC 3.52% Add +56.9% 15,200 $7.4M
Mitsubishi UFJ Asset Management (UK) Ltd. 3.58% Reduce -16.5% 15,200 $7.4M
Berkeley Capital Partners, LLC 1.73% Add +0.9% 15,198 $7.4M
Bell & Brown Wealth Advisors, LLC 2.36% Reduce -5.7% 15,183 $7.3M
Colton Groome Financial Advisors, LLC 2.10% Add +9.1% 15,162 $7.3M
Gratus Wealth Advisors, LLC 1.01% Reduce -0.6% 15,114 $7.3M
COFG Advisors, LLC 1.80% — 15,101 $7.3M
Legal Advantage Investments, Inc. 3.38% Add +1.1% 15,090 $7.3M
Bay Rivers Group 2.95% Add +3.2% 15,085 $7.3M
Mitchell & Pahl Private Wealth, LLC 3.02% Reduce -2.8% 15,070 $7.3M
ABLE Financial Group, LLC 1.48% Add +2.6% 15,034 $7.3M
Bowman & Co S.C. 3.08% Reduce -0.7% 15,024 $7.3M
Legacy CG, LLC 2.03% Reduce -4.2% 15,029 $7.3M
Dara Capital Us, Inc. 6.43% — 15,029 $7.3M
YANKCOM Partnership 3.09% Add +5.2% 15,026 $7.3M
DMKC Advisory Services, LLC 3.19% Reduce -13.8% 15,020 $7.3M
Ridgecrest Wealth Partners, LLC 3.94% Reduce -11.8% 15,018 $7.3M
Steamboat Capital Partners, LLC 1.99% Add +0.8% 15,004 $7.3M
Telligent Fund, LP 8.06% No change 15,000 $7.3M
Siren, L.L.C. 0.22% Reduce -12.5% 15,000 $7.3M
Clarus Group, Inc. 2.61% Reduce -2.7% 14,964 $7.2M
New England Research & Management, Inc. 3.16% Add +18.4% 14,955 $7.2M
Banco de Sabadell, S.A 4.71% Add +3.6% 14,938 $7.2M
GS Investments, Inc. 3.92% Reduce -5.0% 14,939 $7.2M
North Dallas Bank & Trust Co. 4.71% — 14,933 $7.2M
Cynosure Group, LLC 0.73% Reduce -13.4% 14,931 $7.2M
Peloton Wealth Strategists 2.88% Reduce -7.1% 14,927 $7.2M
Sovereign Financial Group, Inc. 1.29% Reduce -4.7% 14,927 $7.2M
Citadel Investment Advisory, Inc. 3.12% Reduce -0.1% 14,917 $7.2M
Sentinel Dome Partners, LLC 9.28% — 14,900 $7.2M
Viawealth, LLC 4.05% Reduce -5.2% 14,896 $7.2M
Manske Wealth Management 2.13% Add +0.2% 14,883 $7.2M
Covenant Partners, LLC 2.10% Add +0.3% 14,869 $7.2M
BridgePort Financial Solutions, LLC 1.93% Reduce -12.0% 14,859 $7.2M
Marion Wealth Management 1.60% Add +0.7% 15,414 $7.2M
Ullmann Wealth Partners Group, LLC 0.75% Reduce -0.2% 13,865 $7.2M
Putney Financial Group LLC 6.71% Add +17.4% 14,845 $7.2M
Walsky Investment Management, Inc. 7.31% — 14,844 $7.2M
Variant Private Wealth, LLC 7.44% Reduce -0.2% 14,800 $7.2M
Northbridge Financial Group, LLC 3.21% — 14,793 $7.2M
Madison Park Capital Advisors, LLC 5.81% Add +0.3% 14,793 $7.2M
BOCHK Asset Management Ltd 1.91% Add +34.6% 14,780 $7.1M
Realta Investment Advisors 2.34% Add +6.5% 14,758 $7.1M
Sandro Wealth Management LLC 5.91% — 14,753 $7.1M
Keeler Thomas Management LLC 3.40% Reduce -1.9% 14,749 $7.1M
Syntegra Private Wealth Group, LLC 0.65% Reduce -1.4% 14,738 $7.1M
Cape Ann Savings Bank 3.66% Reduce -0.7% 14,733 $7.1M
Peregrine Investment Management Inc. 4.42% Reduce -23.5% 14,730 $7.1M
Waterfront Wealth Inc. 1.35% Add +0.3% 15,236 $7.1M
Stenham Asset Management (UK) Plc 8.92% Reduce -13.5% 14,700 $7.1M
Red Spruce Capital, LLC 2.83% Add +0.8% 14,697 $7.1M
Stanley Capital Management, LLC 1.19% No change 14,695 $7.1M
Advisors Management Group Inc. 1.29% Reduce -18.5% 14,693 $7.1M
Barr E S & Co. 0.37% Add +1.2% 14,688 $7.1M
Gilman Hill Asset Management, LLC 1.12% Add +3.1% 14,675 $7.1M
Bluesphere Advisors LLC 3.14% Add +0.0% 14,667 $7.1M
Investors Asset Management of Georgia Inc. /Ga/ 2.93% Reduce -0.5% 14,660 $7.1M
Werlinich Asset Management, LLC 3.49% Reduce -3.2% 14,525 $7.1M
Home Federal Bank of Tennessee 1.84% Reduce -0.8% 14,638 $7.1M
Schwarz Dygos Wheeler Investment Advisors LLC 1.46% Add +1.2% 14,636 $7.1M
Westco Advisory Services Inc. 4.35% — 14,633 $7.1M
Guinness Atkinson Asset Management Inc 3.33% Reduce -5.0% 14,513 $7.1M
Harvey Investment Co. LLC 0.75% Reduce -1.7% 14,615 $7.1M
49 Wealth Management, LLC 0.57% Add +84.2% 14,596 $7.1M
Aspiring Ventures, LLC 2.55% Add +158.6% 14,576 $7.0M
Greenup Street Wealth Management LLC 1.02% Add +50.5% 14,560 $7.0M
Winning Points Advisors, LLC 7.51% — 14,774 $7.0M
SWP Investment Management LLC 5.09% Add +7.4% 14,521 $7.0M
Altus Wealth Group LLC 2.81% Add +1.0% 14,521 $7.0M
Maridea Wealth Management LLC 1.06% Add +2.0% 14,504 $7.0M
Reflection Asset Management 4.99% — 14,503 $7.0M
E Fund Management (Hong Kong) Co., Ltd. 2.36% Add +32.4% 16,561 $7.0M
Sterling Investment Management, LLC 3.98% Add +59.8% 14,497 $7.0M
Secured Retirement Advisors, LLC 3.91% Add +2.7% 14,487 $7.0M
Aspire Private Capital, LLC 1.56% Reduce -0.2% 14,483 $7.0M
Gradient Capital Advisors, LLC 1.80% Reduce -1.7% 14,470 $7.0M
Veracity Capital LLC 2.07% Add +1.8% 14,458 $7.0M
Bond & Devick Financial Network, Inc. 1.97% Reduce -3.5% 14,450 $7.0M
Freedom Day Solutions, LLC 1.90% Reduce -0.2% 14,447 $7.0M
Powers Advisory Group, LLC 2.63% Add +1.4% 14,436 $7.0M
Brown Financial Advisors 2.55% Reduce -0.1% 14,431 $7.0M
CCG Wealth Management, LLC 2.99% Add +9.8% 14,422 $7.0M
Strong Retirement Solutions LLC 4.70% — 14,416 $7.0M
1900 Wealth Management LLC 0.45% Add +11.2% 14,412 $7.0M
Gemmer Asset Management LLC 0.54% Add +0.2% 14,403 $7.0M
Trueblood Wealth Management, LLC 2.72% Reduce -1.8% 14,389 $7.0M
Prudent Man Advisors, LLC 2.54% Reduce -1.8% 14,379 $7.0M
Westbourne Investments, Inc. 3.23% Reduce -4.7% 14,358 $6.9M
Connective Capital Management, LLC 4.08% No change 14,354 $6.9M
Orrstown Financial Services Inc. 1.16% Reduce -0.5% 14,350 $6.9M
Clearwater Capital Advisors, LLC 0.58% Reduce -4.6% 14,343 $6.9M
Crux Wealth Advisors 2.58% Reduce -4.9% 14,336 $6.9M
Fortem Financial Group, LLC 1.85% Add +2.1% 14,329 $6.9M
Bouchey Financial Group, Ltd. 0.52% Add +3.1% 14,306 $6.9M
Flavin Financial Services, Inc. 4.74% Add +7.4% 14,300 $6.9M
Lewis Asset Management, LLC 2.81% Reduce -7.9% 14,290 $6.9M
Figure 8 Investment Strategies LLC 6.15% Reduce -2.2% 14,289 $6.9M
Comprehensive Financial Consultants Institutional, Inc. 2.09% Reduce -1.8% 14,272 $6.9M
Physician Wealth Advisors, Inc. 0.96% Reduce -20.1% 14,266 $6.9M
River Street Advisors LLC 2.58% Add +1.3% 14,257 $6.9M
Somerset Group LLC 5.20% Reduce -0.3% 14,258 $6.9M
Steele Capital Management, Inc. 0.30% Add +0.2% 14,248 $6.9M
Uniting Wealth Partners, LLC 2.11% Reduce -2.2% 14,247 $6.9M
Wealth Analytics Partners, LLC 2.70% — 14,234 $6.9M
Alpine Bank Wealth Management 0.97% Reduce -0.7% 14,223 $6.9M
Aspire Growth Partners LLC 4.79% Add +0.3% 14,218 $6.9M
Rakuten Securities, Inc. 2.23% Add +115.3% 14,212 $6.9M
Beacon Financial Advisory LLC 1.59% Reduce -5.0% 14,211 $6.9M
Foster Group, Inc. 0.21% Add +1.9% 14,194 $6.9M
Leonard Rickey Investment Advisors P.L.L.C. 1.24% Reduce -3.0% 14,186 $6.9M
Matisse Capital 3.07% Reduce -4.2% 14,183 $6.9M
Compass Ion Advisors, LLC 0.65% Reduce -2.4% 14,175 $6.9M
Patron Partners, LLC 3.05% Reduce -3.2% 14,156 $6.8M
Rockport Wealth LLC 1.33% Reduce -1.6% 14,147 $6.8M
Iams Wealth Management, LLC 2.47% Add +22.3% 14,142 $6.8M
Calton & Associates, Inc. 1.00% Reduce -13.3% 14,140 $6.8M
May Hill Capital, LLC 1.84% Add +9.7% 14,139 $6.8M
American State Bank (Iowa) 3.28% Reduce -0.3% 14,123 $6.8M
Global Trust Asset Management, LLC 2.69% Reduce -10.4% 14,098 $6.8M
Prasad Wealth Partners, LLC 1.82% Reduce -1.4% 14,083 $6.8M
PCA Investment Advisory Services Inc. 2.38% Reduce -0.7% 14,082 $6.8M
Claris Financial LLC 3.62% Reduce -0.3% 14,079 $6.8M
Purus Wealth Management, LLC 2.12% Add +0.7% 14,066 $6.8M
Reik & Co., LLC 1.87% Reduce -3.0% 14,063 $6.8M
Berman McAleer LLC 0.93% Reduce -3.6% 14,062 $6.8M
Sitrin Capital Management LLC 3.23% Reduce -0.3% 14,059 $6.8M
Rahlfs Capital, LLC 5.27% Reduce -4.8% 14,040 $6.8M
Palmer Knight Co 3.56% Reduce -22.0% 14,035 $6.8M
McAlister, Sweet & Associates, Inc. 5.15% Reduce -9.2% 14,019 $6.8M
BOK Financial Private Wealth, Inc. 0.41% Reduce -1.5% 14,018 $6.8M
Clay Northam Wealth Management, LLC 3.76% Reduce -0.8% 14,010 $6.8M
Net Worth Advisory Group 1.37% Add +122.5% 13,983 $6.8M
Kingsman Wealth Management, Inc. 3.66% Reduce -11.0% 13,981 $6.8M
BSW Wealth Partners 0.81% Reduce -9.9% 13,976 $6.8M
Integris Wealth Management, LLC 1.54% Reduce -5.3% 13,969 $6.8M
Prevail Innovative Wealth Advisors, LLC 1.21% Add +24.1% 13,968 $6.8M
Black Swift Group, LLC 1.13% Add +3213.8% 13,255 $6.7M
Cooper Capital Advisors LLC 4.25% Add +1.0% 13,951 $6.7M
Athena Investment Management 3.46% Add +0.2% 13,947 $6.7M
LifeSteps Financial, Inc. 4.31% Add +0.1% 13,928 $6.7M
Adams Asset Advisors, LLC 0.90% Reduce -2.2% 13,924 $6.7M
Juno Financial Group LLC 2.69% — 13,918 $6.7M
QTR Family Wealth, LLC 2.96% Add +0.4% 16,285 $6.7M
Montz Harcus Wealth Management LLC 2.73% Reduce -2.2% 13,912 $6.7M
Integrity Financial Corp 3.41% Add +9.3% 13,909 $6.7M
Adams Wealth Management 1.44% Add +11.0% 13,908 $6.7M
Bienville Capital Management, LLC 1.07% Add +0.4% 13,905 $6.7M
South Plains Financial, Inc. 4.00% Add +3.8% 13,901 $6.7M
Whitford Management LLC 6.84% Reduce -20.8% 13,899 $6.7M
Old North State Trust, LLC 3.97% Reduce -4.0% 13,898 $6.7M
Arvest Investments, Inc. 0.94% Add +35.5% 13,866 $6.7M
55 North Private Wealth, LLC 1.76% — 13,829 $6.7M
New World Advisors LLC 1.14% Add +6.1% 13,795 $6.7M
SkyOak Wealth, LLC 1.20% Add +28.1% 13,787 $6.7M
Strategic Financial Services, Inc. 0.31% Reduce -3.1% 16,585 $6.7M
Farmers & Merchants Trust Co of Chambersburg PA 1.86% Add +5.8% 13,750 $6.7M
Winthrop Partners - WNY, LLC 3.58% — 13,738 $6.6M
Greykasell Wealth Strategies, Inc. 2.62% Add +0.5% 13,738 $6.6M
InTrack Investment Management Inc 3.71% Reduce -4.1% 13,712 $6.6M
Financial Strategies Group, Inc. 1.20% Add +9.8% 13,858 $6.6M
Baron Silver Stevens Financial Advisors, LLC 0.96% Reduce -23.0% 13,708 $6.6M
MOKAN Wealth Management Inc. 2.94% Add +11.6% 13,681 $6.6M
Viewpoint Capital Management LLC 2.87% Add +0.0% 13,682 $6.6M
Aspetuck Financial Management LLC 4.44% Add +0.1% 13,664 $6.6M
DRW Securities, LLC 0.50% Reduce -47.1% 13,664 $6.6M
Tobam 1.62% Add +786.0% 13,662 $6.6M
Cordgrass Capital Advisors, LLC 1.58% Add +1.1% 13,643 $6.6M
Hobart Private Capital, LLC 1.29% Add +41.4% 13,640 $6.6M
Eagle Strategies LLC 0.84% Add +7.2% 13,633 $6.6M
William Allan Corp 3.74% Reduce -2.8% 13,630 $6.6M
Cetera Trust Company, N.A 3.52% Add +0.0% 13,620 $6.6M
Chapman Financial Group, LLC 4.49% Add +0.2% 13,616 $6.6M
Thornburg Investment Management Inc. 0.08% No change 13,609 $6.6M
Guardian Asset Advisors, LLC 3.42% Add +4.6% 13,581 $6.6M
Barings LLC 0.13% Add +0.9% 13,598 $6.6M
Compass Wealth Management LLC 1.64% Add +2.7% 13,590 $6.6M
Rothschild Wealth LLC 0.63% Add +40.3% 13,582 $6.6M
Unique Wealth, LLC 0.92% Reduce -15.7% 13,570 $6.6M
StoneCrest Wealth Management, Inc. 2.65% Add +3.2% 13,567 $6.6M
Jeppson Wealth Management, LLC 2.08% Reduce -0.4% 13,565 $6.6M
Long Run Wealth Advisors, LLC 1.24% Add +2.4% 13,557 $6.6M
Kennebec Savings Bank 5.66% Add +0.3% 13,549 $6.6M
Archer Investment Corp 1.48% Add +1.6% 13,542 $6.5M
Delos Wealth Advisors, LLC 4.32% Add +0.1% 13,520 $6.5M
Karani Asset Management LLC 5.73% Reduce -3.7% 13,510 $6.5M
Krane Funds Advisors LLC 0.21% Add +2.1% 13,490 $6.5M
Kintra Wealth, LLC 0.91% Add +94.9% 13,472 $6.5M
2UniFi Bank 3.09% Add +1.2% 13,467 $6.5M
Trust Co 0.61% Add +49.4% 13,430 $6.5M
Novem Group 0.75% Reduce -15.8% 13,426 $6.5M
Cim, LLC 0.85% Add +4.9% 13,424 $6.5M
Corsicana & Co. 3.64% Reduce -0.2% 13,420 $6.5M
Pinnacle Wealth Management Group, Inc. 3.24% Reduce -1.3% 13,417 $6.5M
Granite Harbor Advisors, Inc. 2.74% Add +16.5% 13,416 $6.5M
Roxbury Financial LLC 5.82% Reduce -0.7% 13,406 $6.5M
Register Financial Advisors LLC 2.52% Reduce -1.1% 13,402 $6.5M
Cornerstone Planning, LLC 1.50% — 13,335 $6.5M
Millennium Capital Advisors, LLC 3.82% Add +4.0% 13,381 $6.5M
SkyView Investment Advisors, LLC 0.82% Reduce -1.0% 13,374 $6.5M
Ponta Wealth Partners, LLC 6.02% — 13,356 $6.5M
Vickerman Investment Advisors, Inc. 1.29% Reduce -8.7% 13,339 $6.5M
Scott Capital Advisors, LLC 1.43% Add +0.8% 13,323 $6.4M
Owen LaRue, LLC 2.45% Reduce -3.3% 13,314 $6.4M
Schneider Downs Wealth Management Advisors, LP 0.73% Add +23.8% 13,314 $6.4M
W.H. Cornerstone Investments Inc. 3.88% Reduce -0.2% 13,313 $6.4M
Investors Research Corp 1.18% Reduce -0.2% 13,307 $6.4M
BlackDiamond Wealth Management, LLC 3.14% Add +28.8% 15,558 $6.4M
Berkeley, Inc 2.05% Add +1.3% 13,305 $6.4M
Integral Investment Advisors, Inc. 1.59% Add +15.0% 13,301 $6.4M
Butensky & Cohen Financial Security, Inc. 1.74% Add +1.5% 13,288 $6.4M
Roehl & Yi Investment Advisors, LLC 2.57% Reduce -0.3% 63,853 $6.4M
Dimension Capital Management LLC 0.90% Add +83.4% 13,250 $6.4M
Cabot Wealth Management Inc. 0.71% Reduce -3.2% 13,229 $6.4M
Granite Group Advisors, LLC 3.62% Add +0.9% 13,227 $6.4M
Point Break Capital Management, LLC 5.67% — 13,224 $6.4M
Empirical Asset Management, LLC 1.80% Reduce -1.7% 60,150 $6.4M
Hourglass Capital, LLC 1.38% Reduce -0.7% 13,205 $6.4M
Fairfield Financial Advisors, LTD 2.08% Reduce -2.5% 13,203 $6.4M
Winthrop Capital Management, LLC 1.48% Reduce -4.0% 13,174 $6.4M
Waterway Wealth Management, LLC 1.44% Add +38.4% 13,164 $6.4M
ELCO Management Co., LLC 4.01% Add +0.2% 13,160 $6.4M
Opal Capital LLC 1.59% — 15,189 $6.4M
Agp Franklin, LLC 2.98% Reduce -0.4% 13,150 $6.4M
Diversified Management Inc. 1.48% — 13,144 $6.4M
Morton Community Bank 1.37% Add +0.7% 14,771 $6.4M
Hamilton Capital, LLC 0.32% — 13,134 $6.4M
Samalin Investment Counsel, LLC 2.26% Add +12.9% 13,132 $6.4M
Next Level Private LLC 1.66% Add +1.9% 13,113 $6.3M
Western Pacific Wealth Management, LP 6.14% Add +0.3% 13,106 $6.3M
Mathes Company, Inc. 2.27% Reduce -7.8% 13,089 $6.3M
South Shore Capital Advisors 4.62% — 13,080 $6.3M
Applied Capital LLC 4.33% Add +3.7% 13,071 $6.3M
Modus Advisors, LLC 1.67% Reduce -20.9% 13,070 $6.3M
Watchman Group, Inc. 1.51% Reduce -2.5% 13,067 $6.3M
Griffith & Werner, Inc. 3.22% Add +1.0% 13,060 $6.3M
HF Advisory Group, LLC 2.20% Add +1.9% 13,042 $6.3M
Shelter Rock Management, LLC 6.33% — 13,023 $6.3M
Titleist Asset Management, LLC 0.51% Add +22.7% 13,023 $6.3M
Joseph Group Capital Management 1.65% Add +9.9% 13,011 $6.3M
Finivi Inc. 3.63% Reduce -1.5% 12,992 $6.3M
GoalVest Advisory LLC 1.20% Add +4.7% 12,987 $6.3M
Dagco, Inc. 1.45% Reduce -0.3% 12,958 $6.3M
McLean Asset Management Corp 1.12% Reduce -1.4% 13,630 $6.3M
Riggs Asset Managment Co. Inc. 1.26% Reduce -5.7% 12,939 $6.3M
Alchemi Wealth, LLC 3.42% — 12,934 $6.3M
LeClair Wealth Partners LLC 3.63% No change 12,933 $6.3M
Invst, LLC 0.68% Reduce -1.2% 12,930 $6.3M
Robbins Farley 2.84% Add +0.3% 12,928 $6.3M
Shoker Investment Counsel, Inc. 1.83% Reduce -1.7% 12,894 $6.2M
O'ROURKE & COMPANY, Inc 2.43% Reduce -0.8% 12,895 $6.2M
Garden State Investment Advisory Services LLC 1.48% Add +5.9% 12,865 $6.2M
Crescent Grove Advisors, LLC 0.59% Reduce -1.5% 12,890 $6.2M
Marest Capital, LLC 3.48% Add +4.3% 12,876 $6.2M
Woodard & Co. Asset Management Group Inc. 0.99% Add +12.7% 12,869 $6.2M
Sweeney & Michel, LLC 1.83% Add +1.0% 15,362 $6.2M
Counterweight Ventures, LLC 3.48% Add +1.9% 12,828 $6.2M
Essex LLC 1.10% Add +0.3% 12,813 $6.2M
Bretton Capital Management, LLC 5.18% No change 12,800 $6.2M
Traveka Wealth, LLC 2.52% Reduce -1.1% 12,786 $6.2M
Clean Yield Group 1.72% Reduce -1.4% 12,785 $6.2M
Pathfinder Wealth Consulting, Inc. 3.90% — 12,783 $6.2M
Trustco Bank Corp. N Y 5.57% Add +0.7% 12,777 $6.2M
Stevens Capital Management LP 2.17% Reduce -56.8% 12,733 $6.2M
Spectrum Strategic Capital Management, LLC 3.27% Add +54.8% 12,719 $6.2M
Wealthquest Corp 0.46% Add +5.2% 12,717 $6.2M
Raleigh Capital Management Inc. 2.23% Add +10.8% 12,701 $6.1M
Lodestone Wealth Management LLC 2.50% Reduce -10.2% 12,697 $6.1M
Wernau Asset Management Inc. 6.10% Add +0.1% 12,697 $6.1M
Semus Wealth Partners LLC 3.30% Add +2.2% 12,682 $6.1M
Tilia Fiduciary Partners, Inc. 3.38% Add +0.6% 12,667 $6.1M
Meridian Financial Partners LLC 2.42% Reduce -1.1% 13,778 $6.1M
Affinity Investment Advisors, LLC 4.06% Add +0.7% 12,644 $6.1M
Midwest Financial Partners Investments, Inc. 3.40% — 12,634 $6.1M
Hilltop Partners LLC 1.57% Add +31.8% 12,631 $6.1M
Orser Capital Management, LLC 3.45% Reduce -0.4% 12,623 $6.1M
Strive Financial Group ,LLC 3.23% — 12,622 $6.1M
Andrew Hill Investment Advisors, Inc. 4.65% Add +18.8% 12,620 $6.1M
Graphene Investments SAS 3.82% No change 12,600 $6.1M
Peddock Capital Advisors, LLC 1.28% Reduce -0.1% 12,599 $6.1M
Twin Peaks Wealth Advisors, LLC 1.77% Add +17.3% 14,720 $6.1M
SAM Advisors, LLC 1.93% Add +0.1% 12,586 $6.1M
Div Capital Phoenix Assets Ltd 1.54% — 12,580 $6.1M
First International Bank of Israel Ltd. 2.90% Add +2.3% 12,550 $6.1M
Alesco Advisors, LLC, An ESL Co 0.16% Reduce -3.3% 12,544 $6.1M
Ironwood Financial, llc 1.03% Reduce -0.5% 12,700 $6.1M
Investment Partners Asset Management, Inc. 3.77% Reduce -1.0% 12,524 $6.1M
Kampmann Melissa S. 4.48% No change 13,630 $6.1M
High Net Worth Advisory Group LLC 1.39% Reduce -1.4% 12,508 $6.0M
Werba Rubin Papier Wealth Management 1.64% Add +15.7% 12,492 $6.0M
Herbst Group, LLC 3.55% Reduce -1.3% 12,490 $6.0M
Invera Wealth Advisors, LLC 3.82% Reduce -6.3% 12,489 $6.0M
Etesian Wealth Advisors, Inc. 1.89% Reduce -2.2% 12,477 $6.0M
Midwest Professional Planners, LTD. 1.43% Reduce -2.1% 12,476 $6.0M
Wedgewood Investors Inc. 6.87% Reduce -0.1% 12,472 $6.0M
FSB Premier Wealth Management, Inc. 1.91% Add +9.0% 12,469 $6.0M
Wilson Asset Management (international) PTY Ltd. 1.54% Add +13.2% 12,447 $6.0M
Goepper Burkhardt LLC 1.96% Add +10.7% 12,447 $6.0M
Cantor Fitzgerald, L. P. 0.18% Reduce -1.2% 12,444 $6.0M
New Insight Wealth Advisors 2.15% Add +10.0% 12,422 $6.0M
Emerald Advisers, LLC 0.18% Reduce -2.5% 12,417 $6.0M
Arbor Trust Wealth Advisors, LLC 2.62% Reduce -3.9% 12,400 $6.0M
WealthBridge Capital Management, LLC 1.37% Reduce -4.5% 12,397 $6.0M
Asset Management Group, Inc. 0.97% Add +1.5% 12,387 $6.0M
Roof Eidam Maycock Peralta, LLC 1.35% Reduce -2.8% 12,350 $6.0M
MRA Advisory Group 2.51% Add +5.4% 12,350 $6.0M
Kirtland Hills Capital Management, LLC 2.09% Add +9.6% 12,332 $6.0M
B.O.S.S. Retirement Advisors, LLC 1.88% Reduce -18.6% 12,325 $6.0M
Lattice Capital Management, LLC 8.34% No change 12,300 $5.9M
Bridger Management, LLC 3.82% No change 12,300 $5.9M
Fuller & Thaler Asset Management, Inc. 0.02% No change 12,296 $5.9M
Harfst & Associates, Inc. 1.07% Reduce -0.9% 12,292 $5.9M
Silver Lake Advisory, LLC 2.30% Add +0.3% 12,287 $5.9M
One Wealth Management Investment & Advisory Services, LLC 6.48% Add +0.1% 12,285 $5.9M
Channing Global Advisors, LLC 3.80% Reduce -0.1% 12,279 $5.9M
Hudock, Inc. 0.87% Reduce -3.2% 12,269 $5.9M
Ebert Capital Management Inc. 5.74% — 13,788 $5.9M
Wolff Wiese Magana LLC 3.25% Reduce -1.0% 12,262 $5.9M
Meadow Creek Wealth Advisors LLC 3.79% Reduce -1.9% 12,249 $5.9M
TritonPoint Partners, LLC 3.16% — 12,238 $5.9M
Perkins Capital Management Inc. 4.69% Reduce -0.2% 12,215 $5.9M
Hubbell Strickland Wealth Management, LLC 2.37% Reduce -4.2% 12,199 $5.9M
Ruggiero Investments, Inc. 5.32% — 12,193 $5.9M
Windmill Hill Asset Management Ltd 1.38% Reduce -1.3% 12,175 $5.9M
Pine Harbor Wealth Management, LLC 1.80% Reduce -2.1% 12,167 $5.9M
Rational Advisors, Inc. 0.64% Reduce -6.7% 12,166 $5.9M
Nvest Financial, LLC 2.45% Add +31.0% 12,164 $5.9M
Successful Portfolios LLC 3.00% Add +1.1% 12,265 $5.9M
Alta Wealth Advisors LLC 1.96% Add +8.7% 12,132 $5.9M
Liberty Square Wealth Partners LLC 1.67% Reduce -0.3% 12,103 $5.9M
Wealthspan Partners, LLC 2.13% Reduce -1.7% 12,103 $5.9M
Royal Harbor Partners, LLC 1.93% Add +3.9% 12,098 $5.9M
Redwood Wealth Management Group, LLC 2.45% Reduce -0.9% 12,093 $5.8M
Wescott Financial Advisory Group, LLC 0.51% Reduce -7.2% 12,083 $5.8M
Lakeridge Wealth Management LLC 2.65% Add +5.2% 12,075 $5.8M
Mountain Pacific Investment Advisers LLC 0.95% Reduce -1.4% 12,059 $5.8M
Forza Wealth Management, LLC 2.11% Add +0.9% 12,059 $5.8M
Manchester Financial Inc. 1.09% Reduce -0.3% 12,058 $5.8M
Montgomery Investment Management Inc. 2.10% No change 12,055 $5.8M
Summit Securities Group LLC 1.04% Add +46.8% 12,052 $5.8M
Spectrum Asset Management, Inc. (NB/CA) 1.94% Reduce -0.1% 12,047 $5.8M
Left Brain Wealth Management, LLC 2.02% Reduce -1.5% 12,045 $5.8M
Napean Trading & Investment Co (Singapore) PTE Ltd 1.13% No change 12,043 $5.8M
Wagner Wealth Management, LLC 1.24% Add +24.5% 12,042 $5.8M
Fi3 FINANCIAL ADVISORS, LLC 1.78% Add +11.9% 12,033 $5.8M
Bingham Private Wealth, LLC 5.02% — 17,012 $5.8M
Correct Capital Wealth Management 1.09% Add +35.7% 12,022 $5.8M
Gallagher Capital Advisors, LLC 3.76% Reduce -2.3% 12,019 $5.8M
Titiun Yejiel 7.14% — 12,000 $5.8M
Walker Asset Management, LLC 3.12% Reduce -1.1% 11,990 $5.8M
Todd Asset Management LLC 0.11% Add +4.3% 11,983 $5.8M
Northstar Group, Inc. 0.82% Add +4.2% 11,977 $5.8M
Blue Sky Capital Consultants Group, Inc. 2.53% Add +5.3% 11,963 $5.8M
Kane Investment Management, Inc. 2.80% Reduce -2.4% 11,950 $5.8M
Conway Capital Management, Inc. 2.45% Reduce -0.8% 11,945 $5.8M
Wealthspire Retirement, LLC 0.35% Reduce -0.2% 11,940 $5.8M
CrossGen Wealth, LLC 5.09% — 11,938 $5.8M
Ameliora Wealth Management Ltd. 1.76% Add +8.7% 11,930 $5.8M
Commons Capital, LLC 4.05% Reduce -1.9% 11,926 $5.8M
Catalyst Capital Advisors LLC 0.12% Reduce -9.1% 11,894 $5.8M
TMB Capital Partners, LLC 1.97% — 11,889 $5.7M
E&G Advisors, LLC 1.28% Reduce -0.1% 11,871 $5.7M
Landaas & Co. /Wi 1.26% Add +2.0% 11,861 $5.7M
Mfa Wealth Advisors, LLC 1.21% Add +3.5% 11,859 $5.7M
Signature Wealth Management Group 2.33% Add +2.1% 11,826 $5.7M
Tortuga Wealth Management, Inc 6.02% — 11,802 $5.7M
Investment Research Partners LLC 2.45% Reduce -2.9% 11,801 $5.7M
Focused Wealth Management, Inc 0.61% Add +3.1% 11,783 $5.7M
North Ridge Wealth Advisors, Inc. 3.19% Reduce -8.0% 11,773 $5.7M
Menard Financial Group LLC 3.90% Reduce -0.6% 11,757 $5.7M
Summit Financial Wealth Advisors, LLC 0.81% Reduce -2.0% 11,724 $5.7M
Peoples Bank 5.70% Reduce -2.4% 11,714 $5.7M
Vision Retirement, LLC 1.52% — 11,704 $5.7M
Wittenberg Investment Management, Inc. 2.18% No change 11,695 $5.7M
Comprehensive Financial Planning, Inc. 3.73% Add +4.3% 11,677 $5.6M
Proathlete Wealth Management LLC 1.54% Add +2.3% 11,649 $5.6M
Novak & Powell Financial Services, Inc. 2.94% Reduce -18.6% 11,648 $5.6M
Investment Advisory Group, LLC 1.45% Reduce -1.9% 11,641 $5.6M
Schulhoff & Co. Inc. 2.37% Reduce -1.4% 11,639 $5.6M
TrustBank 2.35% — 11,630 $5.6M
Graves Light Lenhart Wealth, Inc. 0.60% Reduce -4.6% 11,625 $5.6M
Goldstone Financial Group, LLC 0.63% Add +8.0% 11,605 $5.6M
Emprise Bank 2.33% Reduce -0.0% 11,601 $5.6M
Robinswood Financial LLC 1.79% Reduce -6.7% 11,581 $5.6M
Terra Nova Asset Management LLC 3.69% Add +2.5% 11,573 $5.6M
GraniteShares Advisors LLC 3.40% Add +2.2% 11,561 $5.6M
Taylor Hoffman Capital Management LLC 1.69% Reduce -0.3% 11,534 $5.6M
Northwest Wealth Advisors, LLC 4.34% — 11,527 $5.6M
Lighthouse Financial Services Inc. 1.28% — 11,519 $5.6M
Clarendon Private LLC 4.72% Add +1.9% 11,515 $5.6M
Virtue Asset Management LLC 4.53% Add +6.9% 11,514 $5.6M
Wealth Advisory Solutions, LLC 1.30% Reduce -1.4% 11,512 $5.6M
Virginia Wealth Management Group, Inc. 3.25% Add +0.2% 11,511 $5.6M
Terra Alpha Investments LLC 5.69% Reduce -1.9% 11,505 $5.6M
Prospect Capital Advisors, LLC 2.87% No change 11,505 $5.6M
Monetta Financial Services Inc. 3.98% No change 11,500 $5.6M
RV Capital AG 1.29% No change 11,500 $5.6M
Thrive Capital Management, LLC 1.24% Add +28.5% 11,476 $5.5M
Sunbeam Capital Management, LLC 3.29% Add +0.9% 11,473 $5.5M
NRI Wealth Management LC 2.83% Add +2.0% 11,464 $5.5M
Hoxton Planning & Management, LLC 1.66% Add +1.2% 11,460 $5.5M
Hill Island Financial LLC 1.33% Add +1.9% 11,456 $5.5M
Financial Advisory Partners, LLC 1.56% Reduce -4.8% 11,455 $5.5M
Acorns Advisers, LLC 0.04% Add +17.3% 11,444 $5.5M
Blue Square Asset Management, LLC 2.46% Add +1.6% 11,435 $5.5M
Aberdeen Wealth Management LLC 2.56% Reduce -8.1% 11,420 $5.5M
Vista Investment Partners LLC 1.45% Add +0.0% 11,399 $5.5M
Bluedoor Private Wealth, LLC 2.54% — 11,397 $5.5M
Financial Plan, Inc. 0.63% — 11,382 $5.5M
Whelan Financial 1.72% Add +2.8% 11,377 $5.5M
Signature Wealth Management Partners, LLC 2.72% Add +7.6% 11,370 $5.5M
Bolthouse Investments, LLC 4.89% No change 11,365 $5.5M
Five Oceans Advisors 1.94% Add +0.1% 11,363 $5.5M
Capstone Wealth Management Group, LLC 2.30% Reduce -9.5% 11,362 $5.5M
Guidance Capital, Inc. 1.34% Reduce -1.1% 12,169 $5.5M
Steadtrust LLC 3.38% Add +0.1% 11,348 $5.5M
KWB Wealth 0.52% Reduce -4.2% 11,341 $5.5M
Cogent Private Wealth, Inc. 4.18% — 11,337 $5.5M
EdgeRock Capital LLC 1.46% Add +8.4% 11,336 $5.5M
Turn8 Private Wealth Inc. 3.92% Add +0.9% 11,406 $5.5M
Brian Low Financial Group, LLC 3.88% Reduce -3.0% 11,312 $5.5M
West Paces Advisors Inc. 1.06% Add +3.8% 11,305 $5.5M
Benchmark Financial Wealth Advisors, LLC 1.57% Add +5.7% 11,282 $5.5M
Cahill Financial Advisors Inc. 0.60% Reduce -1.6% 11,282 $5.5M
HMS Capital Management, LLC 2.25% Reduce -7.8% 11,259 $5.4M
Wiregrass Investment Management LLC 4.55% — 11,258 $5.4M
Port Capital LLC 0.23% Add +0.1% 11,245 $5.4M
Taylor & Morgan Wealth Management, LLC 3.05% Reduce -3.1% 11,241 $5.4M
Coastwise Capital Group, LLC 2.81% Add +1.6% 11,241 $5.4M
Shum Financial Group, Inc. 3.91% Add +2.3% 11,235 $5.4M
Creative Financial Designs Inc. 0.34% Add +2.2% 11,226 $5.4M
Sulzberger Capital Advisors, Inc. 5.48% Add +1.8% 11,226 $5.4M
Threadgill Financial, LLC 2.24% Reduce -4.5% 11,247 $5.4M
Tevis Investment Management 3.27% No change 10,479 $5.4M
JM2 Capital Inc. 4.35% — 11,191 $5.4M
Murphy Pohlad Asset Management LLC 2.08% Reduce -3.6% 11,184 $5.4M
Vista Cima Wealth Management LLC 4.51% Add +94.7% 11,179 $5.4M
Bullock Wealth Management Group 2.64% — 11,164 $5.4M
Proffitt & Goodson Inc. 0.75% Reduce -2.5% 11,158 $5.4M
a16z Perennial Management, L.P. 0.43% Reduce -6.9% 11,151 $5.4M
Quad-Cities Investment Group, LLC 2.22% Add +0.9% 11,146 $5.4M
OV Management LLC 4.66% Reduce -1.2% 11,135 $5.4M
Crusonia Wealth Advisors LLC 1.19% — 11,132 $5.4M
Wall Street Financial Group, Inc. 3.92% Add +8.4% 11,122 $5.4M
Whalen Wealth Management Inc. 2.89% Add +19.7% 11,118 $5.4M
Southland Equity Partners LLC 1.06% Add +2.5% 11,110 $5.4M
Affiance Financial, LLC 0.86% Reduce -2.5% 11,108 $5.4M
Unique Wealth Strategies, LLC 2.11% Add +14.2% 11,103 $5.4M
Cahaba Wealth Management, Inc. 0.37% Reduce -2.3% 11,102 $5.4M
EJMK Ventures LLC 3.30% — 11,101 $5.4M
Fjell Capital, LLC 4.12% Add +20.9% 11,100 $5.4M
GEM Asset Management, LLC 2.39% Reduce -0.2% 11,103 $5.4M
Cladis Investment Advisory, LLC 2.94% Add +0.5% 11,098 $5.4M
Balentine LLC 0.20% Add +18.8% 11,097 $5.4M
Bigelow Investment Advisors, LLC 2.09% Add +0.2% 11,088 $5.4M
Bullseye Investment Management, LLC 2.79% Reduce -0.2% 11,084 $5.4M
Pinion Investment Advisors, LLC 1.31% Add +4.1% 11,080 $5.4M
PW Nova Financial Services LLC 2.03% — 11,329 $5.4M
Summit Wealth & Retirement Planning, Inc. 1.26% Add +1.0% 11,074 $5.4M
Libra Wealth LLC 1.50% Add +0.5% 11,068 $5.4M
MeadowBrook Investment Advisors LLC 4.64% Reduce -0.3% 11,068 $5.4M
Palouse Capital Management, Inc. 3.49% Reduce -3.3% 11,064 $5.4M
Strategic Advocates LLC 1.37% Add +9.0% 10,973 $5.3M
Monimus Capital Management, LP 3.53% New 11,060 $5.3M
U S Wealth Group, Llc. 3.52% Reduce -0.8% 11,044 $5.3M
Luts & Greenleigh Group, Inc. 4.54% Reduce -0.3% 11,042 $5.3M
Flaharty Asset Management, LLC 0.67% Add +10.3% 11,040 $5.3M
Curated Wealth Partners LLC 0.58% Reduce -30.3% 11,024 $5.3M
Cacti Asset Management LLC 0.32% No change 10,930 $5.3M
Pathway Financial Advisers, LLC 1.55% Add +0.9% 11,004 $5.3M
National Wealth Management Group, LLC 1.84% Reduce -0.4% 11,004 $5.3M
Crescent Sterling, Ltd. 5.45% Add +0.9% 10,999 $5.3M
Alan B Lancz & Associates, Inc. 4.67% Add +2.3% 10,993 $5.3M
Petros Family Wealth, LLC 3.54% Add +17.7% 10,983 $5.3M
Resolute Wealth Strategies, LLC 2.33% Add +5.6% 10,970 $5.3M
Gables Capital Management Inc. 2.24% Reduce -1.5% 10,952 $5.3M
Encompass More Asset Management 0.98% Add +95.7% 10,949 $5.3M
Riversedge Advisors, LLC 0.86% Reduce -4.8% 10,946 $5.3M
AXS Investments LLC 1.82% Reduce -1.3% 10,934 $5.3M
Spahn Wealth & Retirement LLC 3.28% Add +1.3% 10,917 $5.3M
Ascentis Wealth Management, LLC 1.35% Reduce -0.3% 10,909 $5.3M
Bridgefront Capital, LLC 1.33% Add +230.7% 10,910 $5.3M
Operose Advisors LLC 1.23% Add +8.8% 10,908 $5.3M
Ellenbecker Investment Group 0.74% Add +1.7% 10,898 $5.3M
Avantra Family Wealth, Inc. 3.82% Add +1.3% 10,894 $5.3M
One Day In July LLC 0.43% Add +13.3% 10,884 $5.3M
Nia Impact Advisors, LLC 1.77% Reduce -9.3% 10,879 $5.3M
Ti-Trust, Inc. 3.24% Reduce -0.1% 10,865 $5.3M
Orion Capital Management LLC 1.77% Reduce -4.3% 10,861 $5.3M
Lawood & Co. 4.97% — 10,859 $5.3M
Rogco, LP 1.74% Add +5.5% 10,847 $5.2M
Total Clarity Wealth Management, Inc. 1.27% Add +0.9% 10,842 $5.2M
Rydar Equities, Inc. 4.08% Add +0.9% 10,830 $5.2M
Tsfg, LLC 0.78% Reduce -1.2% 10,812 $5.2M
Delphi Financial Group, Inc. 2.65% No change 10,800 $5.2M
Viewpoint Investment Partners Corp. 2.48% Reduce -0.2% 10,794 $5.2M
Smith Shellnut Wilson LLC 2.00% Reduce -15.8% 10,785 $5.2M
DV Trading LLC 0.45% — 10,773 $5.2M
Horizon Wealth Management, LLC 0.81% Reduce -0.4% 10,767 $5.2M
Kapstone Financial Advisors LLC 2.59% Add +2.6% 10,754 $5.2M
Aire Advisors, LLC 0.95% Reduce -5.0% 10,746 $5.2M
Rialto Wealth Management, LLC 1.24% Add +0.5% 10,740 $5.2M
Private Harbour Investment Management & Counsel, LLC 5.43% Reduce -0.7% 10,735 $5.2M
Ritter Daniher Financial Advisory LLC / DE 0.87% Reduce -1.4% 10,732 $5.2M
MWA Asset Management 2.89% Reduce -0.2% 10,720 $5.2M
bLong Financial, LLC 3.62% Reduce -1.8% 10,717 $5.2M
Accuvest Global Advisors 3.82% Reduce -8.1% 10,716 $5.2M
Wellington Grp LLC 1.72% — 10,713 $5.2M
Financial Council, LLC 2.07% Reduce -0.3% 10,713 $5.2M
Stillwater Wealth Management Group 3.51% Add +0.9% 10,712 $5.2M
Provenance Wealth Advisors, LLC 0.57% Reduce -3.6% 10,700 $5.2M
Pecaut & Co. 1.67% Add +9.8% 10,699 $5.2M
Point Windward Advisors Inc. 2.50% Reduce -5.4% 10,667 $5.2M
Ridge Creek Global, Inc 4.32% — 10,654 $5.2M
Clarity Wealth Advisors, LLC 1.05% Add +6.8% 10,646 $5.1M
Castle Wealth Management LLC 1.70% Reduce -1.5% 10,633 $5.1M
Pinnacle Holdings, LLC 1.95% Reduce -0.9% 10,629 $5.1M
Morgens Waterfall Vintiadis & Co. Inc. 3.75% No change 10,600 $5.1M
MADDEN SECURITIES Corp 1.56% Add +1.6% 10,599 $5.1M
Westview Management dba Westview Investment Advisors 2.44% — 10,596 $5.1M
Hillman Capital Management, Inc. 3.22% Reduce -7.7% 10,585 $5.1M
CLG LLC 1.27% Reduce -1.2% 10,573 $5.1M
Dudley & Shanley, Inc. 0.82% Reduce -2.6% 10,569 $5.1M
Arcataur Capital Management LLC 1.46% Add +2.4% 10,567 $5.1M
Darwin Wealth Management, LLC 1.59% Add +5.6% 10,564 $5.1M
Outlook Wealth Advisors, LLC 1.15% Add +17.9% 10,549 $5.1M
Access Financial Services, Inc. 1.86% Reduce -0.8% 10,537 $5.1M
Golden Reserve Retirement LLC 0.94% Add +2045.2% 10,533 $5.1M
Global Assets Advisory, LLC 1.46% Reduce -10.7% 10,529 $5.1M
Fiduciary Financial Group, LLC 0.72% Add +5.2% 10,505 $5.1M
S Harris Financial Group, LLC 4.86% — 10,489 $5.1M
Opes Wealth Management LLC 0.86% Reduce -7.6% 10,487 $5.1M
IronBridge Private Wealth, LLC 1.60% No change 10,481 $5.1M
Eagle Bay Advisors LLC 3.70% Add +0.1% 10,474 $5.1M
Great Point Wealth Advisors, LLC 0.92% Reduce -0.7% 10,473 $5.1M
Gordian Advisors LLC 3.35% Add +0.0% 10,468 $5.1M
Proactive Wealth Strategies LLC 2.01% Add +12.3% 10,467 $5.1M
AGH Wealth Advisors, LLC 3.80% Reduce -1.2% 10,465 $5.1M
Davis Investment Partners, LLC 1.77% Reduce -1.1% 10,682 $5.1M
Montis Financial, LLC 1.00% Add +7.1% 10,454 $5.1M
Lumbard & Kellner, LLC 1.77% No change 10,451 $5.1M
17 Capital Partners, LLC 2.63% Add +18.5% 10,433 $5.0M
Lynx Investment Advisory 2.75% Add +11.1% 10,420 $5.0M
Marshall Financial Group, LLC 0.98% Reduce -8.7% 10,407 $5.0M
Pilgrim Partners Asia Pte Ltd 2.42% Reduce -0.9% 10,405 $5.0M
Brookmont Capital Management 2.91% Reduce -0.6% 10,397 $5.0M
Private Capital Management, LLC 0.48% Add +20.9% 10,381 $5.0M
Green Ridge Wealth Planning LLC 2.57% — 10,374 $5.0M
Rf&l Wealth Management, LLC 2.81% Reduce -0.2% 10,371 $5.0M
DV Equities, LLC 0.91% — 10,361 $5.0M
Precedent Wealth Partners, LLC 1.05% Add +2.9% 10,358 $5.0M
PUREfi Wealth, LLC 3.82% Reduce -4.4% 10,314 $5.0M
Dymon Asia Capital (singapore) Pte. LTD. 1.11% Add +415.7% 10,314 $5.0M
Black Diamond Financial, LLC 0.53% Add +33.7% 10,313 $5.0M
Triton Financial Group Inc 3.30% Add +0.9% 10,293 $5.0M
Hikari Tsushin, Inc. 0.32% No change 10,283 $5.0M
Patrick M Sweeney & Associates, Inc. 3.11% Reduce -1.6% 10,281 $5.0M
Concorde Financial Corp 3.85% Reduce -0.9% 12,082 $5.0M
Indiana Trust & Investment Management Co 1.46% Reduce -4.6% 10,271 $5.0M
Beacon Capital Management, LLC 0.77% Add +1.0% 10,268 $5.0M
Floyd Financial Group LLC 3.35% Add +2.8% 12,478 $5.0M
Crew Capital Management, Ltd 3.11% Add +1.0% 10,201 $4.9M
Mosaic Family Wealth Partners, LLC 0.54% Reduce -0.9% 10,193 $4.9M
SLT Holdings LLC 3.30% Add +4.6% 10,189 $4.9M
Bellwether Advisors, LLC 0.79% Reduce -10.0% 10,175 $4.9M
Bosman Wealth Management, LLC 4.04% Add +3.6% 10,174 $4.9M
Advus Financial Partners, LLC 1.19% Reduce -19.1% 10,161 $4.9M
Beirne Wealth Consulting Services, LLC 1.42% Reduce -47.6% 10,159 $4.9M
Wealth Group, Ltd. 4.79% — 10,155 $4.9M
Fortis Group Advisors, LLC 0.82% Add +11.8% 11,245 $4.9M
Astoria Portfolio Advisors LLC. 1.12% Add +2.3% 12,767 $4.9M
Peak Retirement Planning, Inc. 1.15% Add +33.8% 10,143 $4.9M
William Mack & Associates, Inc. 2.31% Reduce -9.1% 10,134 $4.9M
Elm3 Financial Group, LLC 4.06% Reduce -3.7% 10,124 $4.9M
Tectonic Advisors LLC 0.26% Add +0.5% 10,124 $4.9M
Rossby Financial, LCC 1.54% Reduce -0.9% 10,108 $4.9M
D.B. Root & Company, LLC 1.19% Reduce -4.1% 10,104 $4.9M
Kelly Financial Group LLC 1.24% Reduce -0.1% 10,102 $4.9M
Gould Capital, LLC 3.01% Reduce -1.4% 10,097 $4.9M
S&T Bank 1.54% Reduce -18.6% 10,092 $4.9M
Xcelsior Advisor Partners LLC 2.37% — 10,083 $4.9M
Ellis Investment Partners, LLC 0.85% Add +8.5% 10,069 $4.9M
Charter Oak Capital Management, LLC 0.37% Reduce -0.5% 10,067 $4.9M
Keynote Financial Services LLC 2.74% Reduce -0.7% 10,060 $4.9M
Well Done, LLC 0.73% Add +3.8% 10,058 $4.9M
LifeWealth Investments, LLC 1.54% Add +3.6% 10,051 $4.9M
Lebenthal Global Advisors, LLC 0.75% Add +15.4% 10,034 $4.9M
Financial Sense Advisors, Inc. 1.03% Reduce -1.1% 10,029 $4.9M
Carr Financial Group Corp 1.29% Reduce -8.8% 10,023 $4.8M
Wealth Quarterback LLC 1.74% Add +3.9% 10,021 $4.8M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.28% New 10,000 $4.8M
Olstein Capital Management, L.P. 0.99% Add +9.9% 10,000 $4.8M
TCFG Wealth Management, LLC 1.89% Reduce -3.8% 9,970 $4.8M
Hilltop Wealth Advisors, LLC 2.42% Add +2.6% 9,968 $4.8M
Infusive Asset Management Inc. 2.06% New 9,962 $4.8M
Legacy Financial Strategies, LLC 0.85% Add +0.8% 9,961 $4.8M
Family Capital Trust Co 1.57% Add +5.1% 9,950 $4.8M
Torrey Growth & Income Advisors 1.67% Reduce -14.4% 10,275 $4.8M
Guardian Investment Management 3.75% Reduce -3.9% 9,944 $4.8M
Forefront Wealth Partners, LLC 2.28% Add +2.7% 9,942 $4.8M
Heartwood Wealth Advisors LLC 0.44% Add +10.8% 9,934 $4.8M
Legacy Capital Group California, Inc. 1.16% Reduce -22.9% 9,933 $4.8M
DMC Group, LLC 3.20% Add +4.5% 9,933 $4.8M
Exchange Bank 3.32% Reduce -1.0% 9,932 $4.8M
Detalus Advisors, LLC 1.17% Add +1.4% 9,907 $4.8M
Goldstein Advisors, LLC 0.55% Add +1.4% 9,906 $4.8M
Invenio Wealth Partners LLC 1.78% Reduce -2.8% 9,897 $4.8M
Aull & Monroe Investment Management Corp 2.40% Add +1.0% 9,886 $4.8M
Capital Management Associates, Inc 1.06% Reduce -15.4% 9,883 $4.8M
Insight Inv LLC 2.68% Reduce -1.6% 9,882 $4.8M
Dunhill Financial, LLC 1.51% Add +5.2% 10,505 $4.8M
Fiduciary Wealth Partners, LLC 1.96% Reduce -0.6% 9,865 $4.8M
Baron Wealth Management LLC 1.47% Add +5.8% 9,864 $4.8M
Cascade Investment Advisors, Inc. 2.80% Reduce -2.3% 9,858 $4.8M
Strata Wealth Advisors, LLC 1.33% Reduce -4.1% 9,857 $4.8M
Activest Wealth Management 0.89% Reduce -7.3% 9,855 $4.8M
Swisher Financial Concepts, Inc. 2.70% Reduce -3.5% 9,849 $4.8M
Machina Capital S.A.S. 0.91% New 9,849 $4.8M
Corps Capital Advisors, LLC 4.93% Add +28.8% 9,844 $4.8M
Curtis Advisory Group, LLC 1.00% Add +104.1% 9,841 $4.8M
Independent Wealth Network Inc. 1.45% Add +7.0% 9,819 $4.7M
Rockingstone Advisors LLC 2.16% Add +1.7% 9,796 $4.7M
Quantum Portfolio Management LLC 2.09% Reduce -27.0% 9,781 $4.7M
Northstar Financial Companies, Inc. 3.77% Add +7.3% 9,781 $4.7M
Pacific Asset Management, LLC 2.84% Reduce -1.0% 9,777 $4.7M
Running Point Capital Advisors, LLC 1.29% Reduce -1.7% 9,751 $4.7M
Paradigm Asset Management Co. LLC 1.09% Reduce -6.7% 9,750 $4.7M
Atom Investors LP 0.37% Add +3.3% 9,747 $4.7M
Matauro, LLC 0.71% Reduce -8.9% 9,735 $4.7M
Rbo & Co. LLC 0.75% No change 9,735 $4.7M
Tsai Capital Corp 3.20% Add +0.6% 9,728 $4.7M
West Wealth Group, LLC 0.98% Reduce -2.3% 9,722 $4.7M
Centennial Bank 1.87% Reduce -29.4% 9,714 $4.7M
Prospector Partners LLC 10.03% Reduce -50.7% 9,685 $4.7M
Satovsky Asset Management LLC 0.91% Add +2.3% 9,685 $4.7M
Center For Asset Management LLC 2.45% Reduce -36.6% 9,682 $4.7M
Northwest Wealth Management, LLC 0.74% Reduce -6.6% 9,681 $4.7M
Retirement Planning Co of New England, Inc. 1.88% Add +2.2% 9,680 $4.7M
Clark Financial Services Group Inc. 2.48% Add +0.0% 9,869 $4.7M
Massachusetts Wealth Management 2.17% Add +0.2% 9,624 $4.7M
PFW Advisors LLC 1.41% Add +7.6% 9,623 $4.7M
Accel Wealth Management 1.27% Reduce -0.2% 9,610 $4.6M
CKW Financial Group 0.50% Reduce -1.3% 9,593 $4.6M
Birch Financial Group, LLC 2.64% Add +3.4% 9,589 $4.6M
Laraway Financial Advisors Inc 3.02% Reduce -1.9% 9,571 $4.6M
Advance Capital Management, Inc. 0.20% Reduce -3.6% 9,570 $4.6M
Canandaigua National Trust Co of Florida 2.90% Add +20.5% 9,570 $4.6M
Tortoise Investment Management, LLC 0.41% Add +34.8% 9,570 $4.6M
Fairscale Capital, LLC 3.06% Add +5.8% 9,552 $4.6M
Lavaca Capital LLC 0.78% Add +8.1% 9,551 $4.6M
Atala Financial Inc 2.94% Reduce -5.3% 9,545 $4.6M
Legacy Capital Wealth Partners, LLC 0.99% Reduce -0.1% 9,544 $4.6M
Game Creek Capital, LP 1.75% Add +0.7% 9,540 $4.6M
Cross Staff Investments Inc 2.54% Reduce -0.2% 9,538 $4.6M
Granite Islands Private Wealth, LLC 4.25% — 9,571 $4.6M
Baring Financial LLC 2.80% Add +3.5% 9,513 $4.6M
Consolidated Portfolio Review Corp 0.40% Reduce -77.8% 9,510 $4.6M
Pine Ridge Advisers LLC 0.32% Add +25.0% 9,510 $4.6M
First Bancorp, Inc 2.44% Reduce -0.6% 9,506 $4.6M
Eagle Bluffs Wealth Management LLC 1.86% Add +2.3% 9,505 $4.6M
Garton & Associates Financial Advisors LLC 2.65% — 9,499 $4.6M
Prentice Wealth Management LLC 1.05% Add +0.7% 9,482 $4.6M
Acorn Financial Advisory Services Inc. 0.68% Reduce -3.7% 9,482 $4.6M
QP Wealth Management, LLC 4.04% — 9,468 $4.6M
Aerodigm Wealth, LLC 1.77% Add +13.6% 9,459 $4.6M
SJS Investment Consulting Inc. 0.58% Add +1.4% 9,452 $4.6M
Estate Planners Group, LLC 1.98% — 9,451 $4.6M
Steel Grove Capital Advisors, LLC 0.48% Reduce -4.4% 9,448 $4.6M
WealthCollab, LLC 1.87% Add +42.3% 9,441 $4.6M
Firethorn Wealth Partners, LLC 1.71% Reduce -0.7% 9,439 $4.6M
Mainsail Financial Group, LLC 1.90% Reduce -1.9% 9,433 $4.6M
Northern Financial Advisors Inc 5.20% Add +6.9% 9,401 $4.5M
Opal Wealth Advisors, LLC 1.18% Reduce -3.6% 9,395 $4.5M
Brevan Howard Capital Management LP 0.10% Reduce -97.5% 9,385 $4.5M
Argyle Capital Partners, LLC 3.32% Reduce -0.9% 9,383 $4.5M
Prostatis Group LLC 1.08% Add +6.3% 9,376 $4.5M
Patriot Investment Management Group, Inc. 0.29% Add +3.0% 9,368 $4.5M
Alliance Wealth Advisors, LLC 2.17% Reduce -1.1% 9,367 $4.5M
LeConte Wealth Management, LLC 2.96% Add +8.6% 9,358 $4.5M
Davidson Kahn Capital Management, LLC 2.35% Reduce -0.1% 9,357 $4.5M
Lodestar Private Asset Management LLC 0.45% Reduce -0.7% 9,354 $4.5M
Richard W. Paul & Associates, LLC 1.50% Add +3.8% 9,349 $4.5M
Asset Advisory Group, Inc. 2.26% — 9,338 $4.5M
Koss-Olinger Consulting, LLC 0.35% Reduce -35.6% 9,336 $4.5M
Guerra Pan Advisors, LLC 2.68% Reduce -0.2% 9,330 $4.5M
Fonville Wealth Management LLC 0.92% Add +3.9% 9,326 $4.5M
Gilbert & Cook, Inc. 0.57% Reduce -2.4% 9,326 $4.5M
DUTCH ASSET Corp 3.47% — 9,325 $4.5M
Blue Bell Private Wealth Management, LLC 0.66% Add +0.7% 9,325 $4.5M
Woodward Diversified Capital, LLC 2.06% Add +4.0% 9,321 $4.5M
Front Street Capital Management, Inc. 0.64% Reduce -7.3% 9,308 $4.5M
Watershed Asset Management, L.L.C. 4.20% — 9,300 $4.5M
Signet Private Wealth LLC 4.30% — 9,299 $4.5M
Salvus Wealth Management, LLC 2.51% Add +1.0% 9,297 $4.5M
Pring Turner Capital Group Inc. 2.78% Reduce -0.4% 9,291 $4.5M
NWM Advisors, LLC 3.90% — 9,270 $4.5M
Willis Johnson & Associates, Inc. 0.28% Add +16.6% 9,267 $4.5M
Elwood & Goetz Wealth Advisory Group, LLC 0.79% Add +5.7% 9,266 $4.5M
Legend Capital Advisors LLC 2.49% — 9,250 $4.5M
West Bancorporation Inc. 2.34% Add +0.3% 9,248 $4.5M
Grant Private Wealth Management Inc 2.70% Add +6.3% 9,242 $4.5M
Pointe Capital Management LLC 2.21% Reduce -1.0% 9,213 $4.5M
Wulff, Hansen & Co. 3.73% Reduce -3.0% 9,201 $4.4M
Heritage Family Offices, LLP 2.02% Add +4.2% 9,195 $4.4M
Cora Capital Advisors LLC 1.73% Add +6.0% 9,194 $4.4M
Kera Capital Partners, Inc. 0.55% Reduce -8.2% 10,329 $4.4M
Drake & Associates, LLC 0.88% Reduce -12.5% 9,184 $4.4M
Midwest Financial Group LLC 1.96% Reduce -2.1% 9,183 $4.4M
Hidden Cove Wealth Management, LLC 2.87% Add +4.8% 9,163 $4.4M
Everest Private Wealth 2.47% Add +8.1% 9,162 $4.4M
Integrated Financial Solutions, Inc. 3.15% Add +1.8% 9,157 $4.4M
NDVR, Inc. 3.67% Reduce -3.6% 9,151 $4.4M
Lansing Street Advisors 1.14% Add +1.2% 9,148 $4.4M
American Institute for Advanced Investment Management, LLP 2.84% Reduce -0.9% 9,145 $4.4M
Pullen Investment Management, LLC 2.33% Add +0.5% 9,128 $4.4M
Select Asset Management & Trust 1.37% Reduce -1.0% 9,128 $4.4M
Seamount Financial Group Inc. 2.00% Reduce -1.5% 9,105 $4.4M
Steinberganna Wealth Management 2.06% Reduce -1.3% 9,098 $4.4M
Index Fund Advisors, Inc. 0.21% Reduce -3.1% 9,095 $4.4M
PAX Financial Group, LLC 0.76% Add +0.4% 9,086 $4.4M
Cfo Capital Management LLC 3.29% — 9,074 $4.4M
Provident Trust Co. 0.07% No change 9,072 $4.4M
Brendel Financial Advisors LLC 2.16% Add +2.9% 9,070 $4.4M
Planning Alternatives Ltd. 0.55% Add +0.7% 9,059 $4.4M
Valtinson Bruner Financial Planning LLC 1.26% Reduce -0.1% 9,045 $4.4M
Keyvantage Wealth, LLC 1.87% Reduce -5.7% 9,037 $4.4M
Fiducient Advisors LLC 0.54% Add +6.0% 9,024 $4.4M
FDx Advisors, Inc. 2.22% Reduce -1.6% 9,006 $4.4M
DB&C Advisors, LLC 5.46% — 9,004 $4.4M
Aldebaran Financial Inc. 4.03% Add +2.0% 8,932 $4.4M
Syverson Strege & Co 1.03% Reduce -0.8% 9,002 $4.4M
Tenere Capital LLC 3.37% Reduce -85.4% 8,990 $4.3M
Pacific Point Advisors, LLC 2.33% Add +5.5% 8,987 $4.3M
PKS Advisory Services, LLC 0.99% Add +1.5% 8,982 $4.3M
LongView Wealth Management 1.05% Add +0.7% 9,101 $4.3M
HT Partners LLC 1.29% Reduce -0.1% 8,959 $4.3M
Generation Capital Management LLC 2.81% Add +1.4% 8,948 $4.3M
Providence Financial Advisors, LLC 4.31% No change 8,941 $4.3M
Impact Partnership Wealth, LLC 0.55% Add +24.6% 8,937 $4.3M
Barrett & Company, Inc. 1.44% Add +7.0% 8,934 $4.3M
Farrell Financial LLC 2.54% Add +1.9% 8,912 $4.3M
Fingerlakes Wealth Management, Inc. 2.74% Reduce -0.1% 8,911 $4.3M
Lakehouse Capital Pty Ltd 3.11% Reduce -6.0% 8,907 $4.3M
CDM Financial Counseling Services, Inc. 4.02% — 8,874 $4.3M
TD Capital Management LLC 0.38% Add +6.3% 8,871 $4.3M
M.D. Sass, LLC 0.34% Add +6.4% 8,870 $4.3M
Triumph Capital Management 0.93% Add +32.6% 8,867 $4.3M
Talisman Wealth Advisors LLC 3.33% Reduce -1.9% 8,833 $4.3M
Sterneck Capital Management, LLC 1.93% Add +1.4% 8,860 $4.3M
Forty-three Eighteen Advisors, LLC 3.33% — 8,854 $4.3M
Braeburn Wealth Management LLC 2.19% — 8,849 $4.3M
Vigilare Wealth Management 1.44% Reduce -1.9% 8,847 $4.3M
Palisades Hudson Asset Management, L.P. 1.66% No change 8,844 $4.3M
Summit Wealth Group LLC / Co. 0.57% Reduce -74.3% 8,840 $4.3M
Cadent Capital Advisors, LLC 1.13% Reduce -2.9% 8,831 $4.3M
Emissary Wealth LLC 3.59% — 8,826 $4.3M
Financial Life Planners 3.06% Reduce -1.0% 8,812 $4.3M
Range Advisory, LLC 1.10% — 8,806 $4.3M
White Lighthouse Investment Management Inc. 0.59% Add +24.9% 8,805 $4.3M
Boomfish Wealth Group, LLC 2.27% Reduce -2.6% 8,799 $4.3M
Rise Advisors, LLC 1.52% Reduce -4.0% 8,791 $4.3M
Legacy Bridge, LLC 1.73% Add +6.8% 8,789 $4.3M
Engineers Gate Manager LP 0.05% Reduce -68.7% 8,789 $4.3M
Mascagni Wealth Management, Inc. 3.17% Add +1.0% 8,786 $4.2M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 5.88% Reduce -15.4% 8,782 $4.2M
McElhenny Sheffield Capital Management, LLC 1.03% Reduce -32.9% 8,764 $4.2M
Ticino Wealth 1.57% — 8,758 $4.2M
Garner Asset Management Corp 1.62% Add +1.3% 8,752 $4.2M
LJI Wealth Management, LLC 0.65% Add +2.9% 8,741 $4.2M
Ssa Swiss Advisors AG 1.97% Reduce -1.9% 8,728 $4.2M
White Knight Strategic Wealth Advisors, LLC 3.09% Add +7.3% 8,725 $4.2M
Riverbend Wealth Management, LLC 2.65% Add +4.7% 8,712 $4.2M
St. Nicholas Private Asset Management, Inc. 3.78% Reduce -3.6% 8,708 $4.2M
Marin Bay Wealth Advisors, LLC 2.41% — 8,708 $4.2M
Washburn Capital Management, Inc. 2.32% No change 8,705 $4.2M
Caitong International Asset Management Co., Ltd 1.03% Add +194.7% 8,672 $4.2M
Barden Capital Management, Inc. 3.44% Reduce -2.8% 8,665 $4.2M
Global Strategic Investment Solutions, LLC 0.41% Reduce -0.4% 8,654 $4.2M
Tarbox Family Office, Inc. 0.67% Reduce -5.3% 8,635 $4.2M
Values Added Financial LLC 1.76% Add +8.0% 8,634 $4.2M
Partnership Wealth Management, LLC 3.00% Add +2.4% 8,628 $4.2M
Sunburst Financial Group, LLC 0.84% Add +2.6% 8,627 $4.2M
Willner & Heller, LLC 2.99% Reduce -0.1% 8,616 $4.2M
Islay Capital Management, LLC 2.46% Reduce -1.6% 8,613 $4.2M
Brucke Financial, Inc. 2.27% Add +9.3% 8,589 $4.2M
Westhampton Capital, LLC 1.96% Reduce -0.8% 8,588 $4.2M
Challenger Wealth Management 3.17% Reduce -0.4% 8,588 $4.2M
Intrinsic Value Partners, LLC 3.11% Reduce -0.5% 8,582 $4.2M
Platinum Investment Management Ltd. 0.96% No change 8,573 $4.1M
Silverleafe Capital Partners, LLC 1.23% Add +5.9% 8,571 $4.1M
Essential Investment Partners LLC 3.89% — 8,557 $4.1M
Barometer Capital Management Inc. 1.00% Add +664.4% 132,500 $4.1M
McGuire Capital Advisors Inc. 2.63% — 8,540 $4.1M
Milestone Asset Management Group, LLC 2.33% Add +13.4% 8,529 $4.1M
Seneschal Advisors, LLC 3.03% Reduce -14.5% 8,520 $4.1M
Elevate Capital Advisors, LLC 2.73% Add +8.7% 8,520 $4.1M
Morey & Quinn Wealth Partners, LLC 2.95% Add +0.1% 8,501 $4.1M
Steadfast Capital Management LP 0.07% Reduce -91.3% 8,500 $4.1M
Mirabella Financial Services LLP 0.42% Reduce -87.2% 8,498 $4.1M
Flagship Capital Management Inc. 2.90% — 8,488 $4.1M
Readystate Asset Management LP 0.31% New 8,478 $4.1M
Warren Street Wealth Advisors, LLC 1.18% Reduce -17.3% 8,475 $4.1M
Kopp Family Office, LLC 2.61% Add +26.0% 8,470 $4.1M
Alessandra Capital Management, LLC 3.64% — 8,465 $4.1M
Phillips Financial Management, LLC 0.26% Reduce -6.1% 8,463 $4.1M
Atlatl Advisers LLC 1.57% Reduce -13.5% 8,462 $4.1M
Monte Financial Group, LLC 1.52% Reduce -2.4% 8,461 $4.1M
Halbert Hargrove Global Advisors, LLC 0.20% Reduce -4.1% 8,453 $4.1M
Warwick Investment Management, Inc. 0.63% Add +1.8% 8,440 $4.1M
Coston, McIsaac & Partners 0.95% Reduce -0.8% 8,429 $4.1M
LWM Advisory Services, LLC 2.39% Reduce -7.5% 8,423 $4.1M
Diversified Investment Strategies, LLC 2.67% Reduce -2.4% 8,420 $4.1M
MKT Advisors LLC 1.39% Reduce -1.2% 8,603 $4.1M
Vantage Financial Partners, LLC 0.83% Reduce -2.3% 8,411 $4.1M
Seascape Capital Management 1.16% Add +127.0% 8,402 $4.1M
Urban Wealth Management, LLC 3.77% — 8,392 $4.1M
Medallion Wealth Advisors, LLC 1.36% Add +9.3% 8,375 $4.1M
Trevian Wealth Management LLC 1.92% Add +0.6% 8,371 $4.0M
Silver Grove Financial Group, Inc. 3.50% Add +7.1% 8,354 $4.0M
Idaho Trust Co 1.34% Add +0.5% 8,354 $4.0M
Twin Lakes Capital Management, LLC 1.79% Reduce -0.5% 8,345 $4.0M
BLKBRD Asset Management, LP 5.42% Add +350.9% 8,338 $4.0M
Conscious Wealth Investments, LLC 2.42% Add +10.9% 10,227 $4.0M
McLaughlin Asset Management, Inc. 3.60% — 8,329 $4.0M
Wealth Intelligence, LLC 2.00% — 8,320 $4.0M
Johnson Bixby & Associates, LLC 0.50% Reduce -1.9% 8,315 $4.0M
Financial Consulate, Inc. 0.55% Reduce -48.6% 8,313 $4.0M
East Coast Asset Management, LLC. 1.18% Add +10.3% 8,310 $4.0M
Dixon Fnancial Services, Inc. 1.78% Add +0.7% 8,297 $4.0M
Jessup Wealth Management, Inc 1.33% Add +1.8% 8,294 $4.0M
Coyle Financial Counsel LLC 0.86% Add +25.4% 8,285 $4.0M
Catalina Capital Group, LLC 2.46% Reduce -17.6% 8,281 $4.0M
LSP Investment Advisors, LLC 2.13% No change 8,280 $4.0M
TFB Advisors LLC 1.12% Add +0.1% 8,277 $4.0M
Rede Wealth, LLC 1.39% Reduce -21.0% 8,270 $4.0M
Heritage Financial Services, LLC 0.33% Reduce -9.6% 8,267 $4.0M
New Covenant Trust Company, N.A. 3.61% Add +2.2% 8,452 $4.0M
Elmwood Wealth Management, Inc. 1.26% Add +0.4% 8,259 $4.0M
IAM Advisory, LLC 0.89% Reduce -2.2% 8,255 $4.0M
Mayport, LLC 0.80% Reduce -10.1% 8,225 $4.0M
KDT Advisors, LLC 5.58% Add +2.7% 8,225 $4.0M
Burton Enright Welch 0.56% Add +4.3% 8,205 $4.0M
Oliver Luxxe Assets LLC 0.60% Reduce -5.9% 8,205 $4.0M
Fca Corp. 1.12% Reduce -1.1% 8,200 $4.0M
Camarda Financial Advisors, LLC 1.51% Reduce -3.4% 8,192 $4.0M
Rockbridge Investment Management, LCC 0.37% Reduce -1.1% 8,191 $4.0M
Vantus Wealth LLC 2.91% — 8,180 $4.0M
CastleKnight Management LP 0.23% Add +32.4% 8,180 $4.0M
Safeguard Investment Advisory Group, LLC 1.01% Reduce -7.4% 8,167 $4.0M
Balance Wealth Partners LLC 1.27% Add +7.3% 8,163 $3.9M
Verum Partners LLC 0.80% Reduce -4.3% 8,156 $3.9M
Morangie Management LLC 3.15% Add +5.1% 8,156 $3.9M
Jackson Thornton Wealth Management, LLC 0.37% Reduce -14.3% 8,233 $3.9M
Aster Capital Management (DIFC) Ltd 1.73% Add +33841.7% 8,146 $3.9M
Vines Capital Management, LLC 3.84% — 8,139 $3.9M
TPG Advisors LLC 2.45% Add +0.3% 8,132 $3.9M
Rooted Wealth Advisors, Inc. 1.11% Add +38.1% 9,495 $3.9M
Aspen Capital Management, LLC 0.97% Add +0.4% 8,128 $3.9M
Financial & Tax Architects, LLC 0.88% Add +3.0% 8,123 $3.9M
Argo Wealth Advisory, LLC 2.35% — 8,121 $3.9M
Motive Wealth Advisors 1.67% Reduce -0.6% 8,121 $3.9M
Oak Barrel Wealth Advisory LLC 2.35% — 8,120 $3.9M
Betterment LLC 0.01% Add +19.7% 8,117 $3.9M
August Group Capital Ltd 4.36% — 8,118 $3.9M
Prelude Capital Management, LLC 0.29% Reduce -49.0% 8,113 $3.9M
Farrow Financial, Inc. 2.25% Reduce -3.8% 8,112 $3.9M
Oak Grove Capital LLC 0.78% Add +6.9% 8,101 $3.9M
Ifrah Financial Services, Inc. 1.01% Reduce -2.2% 8,101 $3.9M
Ameriflex Group, Inc. 2.03% Reduce -35.3% 8,101 $3.9M
Rinkey Investments 0.99% Add +20.2% 8,096 $3.9M
Allium Financial Advisors, LLC 3.10% Reduce -25.1% 8,095 $3.9M
Mascoma Wealth Management LLC 0.84% Reduce -0.3% 8,093 $3.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.53% Add +2.6% 8,089 $3.9M
Burns Matteson Capital Management, LLC 1.57% Reduce -7.7% 8,069 $3.9M
Human Investing LLC 0.55% Add +4.7% 8,069 $3.9M
Family Capital Management, Inc. 1.73% Add +2.5% 8,048 $3.9M
GR Financial Group, LLC 0.87% Add +24.2% 8,044 $3.9M
Paces Ferry Wealth Advisors, LLC 1.58% Reduce -3.6% 8,038 $3.9M
First Citizens Financial Corp 1.92% Reduce -6.3% 8,023 $3.9M
Rovin Capital /Ut/ 1.03% Reduce -4.2% 8,003 $3.9M
Forest Hill Capital, LLC 1.98% No change 8,000 $3.9M
ION Fund Management Ltd 0.49% — 8,000 $3.9M
Prosperity Bancshares Inc 3.49% — 7,990 $3.9M
Firestone Capital Management 0.82% Add +1.0% 7,985 $3.9M
Cherry Tree Wealth Management, LLC 0.81% Add +4.7% 7,977 $3.9M
Grace & White Inc. 0.70% No change 7,975 $3.9M
Red Wave Investments LLC 1.15% Reduce -0.1% 7,968 $3.9M
Aua Capital Management, LLC 1.93% Add +10.4% 7,959 $3.8M
Arlington Trust Co LLC 0.39% Reduce -71.9% 7,958 $3.8M
Alongside, LLC 1.28% — 7,956 $3.8M
BigSur Wealth Management LLC 0.93% Add +0.5% 7,950 $3.8M
Silvia McColl Wealth Management, LLC 2.55% Add +0.2% 7,946 $3.8M
Davidson Capital Management Inc. 0.83% Add +2.6% 7,927 $3.8M
Park Edge Advisors, LLC 0.87% Reduce -9.7% 7,925 $3.8M
Legacy Wealth Advisors, LLC 2.53% — 7,916 $3.8M
Haven Capital Group, Inc. 3.59% Reduce -3.3% 7,911 $3.8M
Old North State Wealth Management, LLC 1.80% Reduce -3.8% 7,887 $3.8M
New Wave Wealth Advisors LLC 1.40% Reduce -9.7% 7,911 $3.8M
NorthStar Asset Management LLC 1.72% Add +0.7% 7,894 $3.8M
Nicholas Wealth, LLC. 2.57% Add +75.2% 7,882 $3.8M
Advisory Resource Group 0.67% Add +4.6% 7,880 $3.8M
Boreal Capital Management LLC 3.49% Add +15.3% 7,875 $3.8M
Wilson & Boucher Capital Management, LLC 2.50% Reduce -1.4% 7,871 $3.8M
Reliant Investment Partners, LLC 2.98% Add +0.0% 7,862 $3.8M
Faithward Advisors, LLC 0.56% Reduce -0.4% 7,851 $3.8M
DecisionMap Wealth Management, LLC 2.34% Reduce -0.3% 7,834 $3.8M
Fidelity D & D Bancorp Inc. 1.64% Reduce -5.5% 7,834 $3.8M
Ballast Rock Private Wealth LLC 2.37% — 7,833 $3.8M
Ted Buchan & Co 1.39% Add +3.8% 7,814 $3.8M
Verity Asset Management, Inc. 1.62% Reduce -49.8% 7,811 $3.8M
Droms Strauss Advisors Inc. /Mo/ 0.99% Reduce -0.6% 7,795 $3.8M
Cranbrook Wealth Management, LLC 0.74% Add +8.5% 7,787 $3.8M
Power Wealth Management LLC 1.33% Reduce -0.9% 7,787 $3.8M
Kohmann Bosshard Financial Services, LLC 0.34% No change 7,782 $3.8M
Northern Capital Management, Inc. 1.98% Add +12.0% 7,765 $3.8M
CoreFirst Bank & Trust 2.03% Reduce -4.4% 7,765 $3.8M
SPWM Advisors LLC 3.60% — 7,760 $3.8M
Almanack Investment Partners, LLC. 0.64% Reduce -8.8% 7,760 $3.8M
Pettinga Financial Advisors LLC 0.71% Add +5.9% 7,755 $3.8M
Flatrock Wealth Partners LLC 1.80% — 7,752 $3.7M
CWC Advisors, LLC. 1.80% Add +0.1% 7,724 $3.7M
Spartan Planning & Wealth Management 2.76% Reduce -48.7% 7,723 $3.7M
Oakwell Private Wealth Management, LLC 0.70% Add +5.4% 7,720 $3.7M
Oder Investment Management, LLC 2.70% Reduce -0.6% 7,707 $3.7M
Seelaus Asset Management LLC 3.01% Reduce -0.1% 7,706 $3.7M
Olistico Wealth, LLC 1.82% Add +1.3% 7,704 $3.7M
Grange Capital, LLC 3.57% Reduce -0.3% 7,701 $3.7M
Sutton Place Investors LLC 2.04% Add +6.0% 7,699 $3.7M
Carson Advisory Inc. 1.93% Reduce -0.6% 7,689 $3.7M
Redwood Family Wealth LLC 3.67% — 7,675 $3.7M
Paragon Financial Partners, Inc. 2.28% Add +0.0% 7,676 $3.7M
M.E. Allison & Co., Inc. 2.52% Add +0.3% 7,674 $3.7M
Symphony Financial Services, Inc. 1.90% Add +1.1% 7,674 $3.7M
Bluebird Wealth Management LLC 3.47% — 7,674 $3.7M
Richmond Investment Services, LLC 0.64% Reduce -0.3% 7,660 $3.7M
TradeWell Securities, LLC. 1.44% Add +4.5% 7,650 $3.7M
BAM Wealth Management, LLC 2.67% Add +0.2% 7,647 $3.7M
Cascade Wealth Advisors, Inc 1.70% No change 7,662 $3.7M
Indie Asset Partners, LLC 4.11% Add +3.5% 7,623 $3.7M
Renasant Bank 2.50% Reduce -9.4% 7,621 $3.7M
Abound Wealth Management 0.86% Add +23.9% 7,617 $3.7M
TruNorth Capital Management, LLC 0.70% Add +39.5% 7,616 $3.7M
Stonebridge Financial Group, LLC / MO 3.19% — 7,614 $3.7M
N.E.W. Advisory Services LLC 0.27% Add +19.4% 7,602 $3.7M
JMN Financial LLC 3.66% — 7,597 $3.7M
Leigh Baldwin & Co., LLC 2.41% Add +0.2% 7,594 $3.7M
Piedmont Capital Management, LLC 2.41% — 7,594 $3.7M
Hutchens & Kramer Investment Management Group, LLC 1.27% Reduce -1.6% 7,588 $3.7M
Twin City Private Wealth, LLC 2.77% Add +4.9% 7,579 $3.7M
Peck Wealth Management, LLC 3.46% Reduce -0.9% 7,568 $3.7M
Watershed Private Wealth LLC 1.10% Add +45.1% 7,563 $3.7M
LYNX Capital Group Ltd. 1.68% Reduce -0.4% 7,560 $3.7M
KW Wealth Management LLC 5.54% Add +1.3% 7,545 $3.6M
Corecam Pte. Ltd. 1.94% New 7,545 $3.6M
Amplius Wealth Advisors, LLC 0.31% Reduce -3.0% 7,540 $3.6M
Requisite Capital Management, LLC 0.69% Add +6.0% 7,536 $3.6M
Mb, Levis & Associates, LLC 1.53% Reduce -1.6% 7,534 $3.6M
Cannon Advisors, Inc. 2.57% Reduce -6.2% 7,924 $3.6M
Minot DeBlois Advisors LLC 3.27% Reduce -1.4% 7,525 $3.6M
Kaizen Financial Strategies 1.61% Add +2.4% 7,522 $3.6M
KFA Private Wealth Group, LLC 0.88% Add +32.9% 7,499 $3.6M
Taylor Financial Group, Inc. 2.13% Reduce -1.5% 7,480 $3.6M
MPS Loria Financial Planners, LLC 0.93% Add +0.1% 7,472 $3.6M
Nicholson Wealth Management Group, LLC 2.12% Reduce -0.0% 7,457 $3.6M
ArchPoint Investors 0.86% Add +129.7% 7,457 $3.6M
Waycross Investment Management Co 3.17% Add +4.2% 7,455 $3.6M
New Capital Management LP 0.91% No change 7,453 $3.6M
Apeiron RIA LLC 0.73% Reduce -0.5% 8,094 $3.6M
FWG Holdings, LLC 1.37% Add +0.3% 8,368 $3.6M
Mma Asset Management LLC 1.28% Reduce -25.2% 7,445 $3.6M
Verde Capital Management 0.77% Add +12.6% 7,444 $3.6M
Kellett Wealth Advisors, LLC 2.05% Add +4.3% 7,437 $3.6M
Barnes Pettey Financial Advisors, LLC 1.78% Add +1.1% 7,428 $3.6M
WealthCare Investment Partners, LLC 1.04% Add +3.6% 7,581 $3.6M
Members Wealth LLC 2.24% Reduce -4.3% 7,620 $3.6M
Ariadne Wealth Management, LP 1.48% Add +1.3% 8,899 $3.6M
Three Magnolias Financial Advisors, LLC 2.22% Reduce -4.4% 7,387 $3.6M
Birchwood Financial Partners, Inc. 3.55% — 7,386 $3.6M
Oxinas Partners, LLC 1.71% Add +0.1% 7,366 $3.6M
Warther Private Wealth, LLC 0.85% Add +1.1% 7,362 $3.6M
Gen-Wealth Partners Inc 1.14% Add +8.0% 7,361 $3.6M
Wagner Wealth Management, Corp 3.51% — 7,349 $3.6M
Delta Capital Management LLC 2.02% Reduce -14.1% 7,340 $3.5M
Ak Global Asset Management, LLC 3.10% — 7,335 $3.5M
Latitude Advisors, LLC 1.56% Add +3.0% 7,321 $3.5M
Riverwater Partners LLC 1.37% Add +4.2% 7,312 $3.5M
Johnson Financial Group, LLC 0.22% Add +25.6% 7,309 $3.5M
Birchbrook, Inc. 1.76% Add +14.8% 7,307 $3.5M
Caldwell Sutter Capital, Inc. 1.50% Reduce -4.0% 7,306 $3.5M
Sherman Asset Management, Inc. 2.99% Reduce -7.2% 7,300 $3.5M
Fortitude Family Office, LLC 0.83% Add +5.1% 7,294 $3.5M
Gould Asset Management LLC 0.63% Reduce -1.4% 7,293 $3.5M
BlueCrest Capital Management Ltd 0.15% Reduce -94.9% 7,289 $3.5M
Geo Capital Gestora de Recursos Ltd 7.27% Reduce -31.4% 7,274 $3.5M
Sunflower Bank, N.A. 0.89% Add +0.8% 7,273 $3.5M
Fortune Financial Advisors, LLC 2.37% Add +1.9% 7,270 $3.5M
VELA Investment Management, LLC 0.96% No change 7,268 $3.5M
Paladin Wealth, LLC 2.40% Reduce -5.3% 7,267 $3.5M
Tillman Hartley LLC 0.88% Add +3.0% 7,266 $3.5M
First National Bank Sioux Falls 1.05% Add +0.0% 7,263 $3.5M
Cornerstone Select Advisors, LLC 2.43% Add +0.2% 7,254 $3.5M
City National Bank of Florida 2.29% Add +4.3% 7,252 $3.5M
Murphy & Mullick Capital Management Corp 2.53% Add +2.8% 7,250 $3.5M
Blue Line Capital, LLC / IL 4.15% — 7,250 $3.5M
RFG Holdings, Inc. 0.88% Add +12.1% 7,248 $3.5M
Towercrest Capital Management 0.55% Reduce -0.8% 7,221 $3.5M
Horizon Kinetics Asset Management LLC 0.05% Reduce -3.7% 7,208 $3.5M
Optivise Advisory Services LLC 2.01% Reduce -4.7% 7,207 $3.5M
Onyx Financial Advisors, LLC 1.48% Reduce -1.9% 7,203 $3.5M
Park Capital Management, LLC / WI 2.49% Reduce -0.2% 7,200 $3.5M
Rosenberg Matthew Hamilton 0.72% Reduce -1.3% 7,192 $3.5M
Tribridge Partners Financial LLC 1.46% Add +0.0% 7,192 $3.5M
Genesee Capital Advisors, LLC 1.40% Reduce -3.4% 7,186 $3.5M
BankPlus Wealth Management LLC 1.92% Reduce -1.2% 7,179 $3.5M
Meridian Financial Advisors, LLC 1.89% Reduce -0.9% 7,177 $3.5M
Truepoint, Inc. 0.08% Reduce -11.2% 7,166 $3.5M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2.41% Reduce -37.9% 7,530 $3.5M
PCG Asset Management, LLC 2.76% Reduce -5.8% 7,145 $3.5M
Napier Financial, LLC 0.86% — 7,155 $3.5M
SHUTTLEWORTH & Co 3.16% Add +0.6% 7,152 $3.5M
Sage Private Wealth Group, LLC 1.86% Reduce -5.2% 7,144 $3.5M
Pandora Wealth, Inc. 2.10% Reduce -1.6% 7,139 $3.5M
Up Strategic Wealth Investment Advisors LLC 2.51% Reduce -4.6% 8,606 $3.5M
Eldridge Investment Advisors, Inc. 0.76% Reduce -0.6% 7,138 $3.5M
Catherine Avery Investment Management LLC 2.07% Reduce -0.2% 7,132 $3.4M
Bannerstone Capital Management, LLC 3.30% — 7,129 $3.4M
Arlington Financial Advisors, LLC 0.49% Add +1.7% 7,121 $3.4M
Private Client Services, LLC 1.08% Reduce -2.0% 7,118 $3.4M
Reliant Wealth Planning 1.07% No change 7,110 $3.4M
Mosley Wealth Management 1.57% — 6,547 $3.4M
OneAscent Family Office, LLC 2.33% Add +8.0% 7,103 $3.4M
Arq Wealth Advisors, LLC 0.93% Reduce -6.0% 7,101 $3.4M
Altiora Financial Group, LLC 0.59% No change 7,095 $3.4M
Fielder Capital Group LLC 0.73% Reduce -2.5% 7,082 $3.4M
Cooper/Haims Advisors, LLC 1.56% Add +2.5% 7,077 $3.4M
Tactive Advisors, LLC 1.00% Reduce -1.7% 7,076 $3.4M
Genesis Private Wealth, LLC 1.06% Add +2.9% 7,070 $3.4M
Alhambra Investment Management LLC 1.59% Reduce -0.3% 7,062 $3.4M
Piar LLC 2.58% Reduce -4.0% 7,043 $3.4M
Foguth Wealth Management, LLC. 0.53% — 7,201 $3.4M
Plan A Wealth LLC 1.66% Add +1.8% 7,027 $3.4M
Lighthouse Financial LLC 2.22% Add +3.1% 7,025 $3.4M
Townsend & Associates, Inc 0.30% Add +1.5% 7,433 $3.4M
BOS Asset Management, LLC 0.91% Reduce -2.0% 7,016 $3.4M
Greenbush Financial Group, LLC 1.15% Add +7.5% 7,006 $3.4M
Tobias Financial Advisors, Inc. 0.48% Add +15.1% 6,998 $3.4M
CVFG LLC 2.32% Add +0.4% 6,997 $3.4M
Arbor Investment Advisors, LLC 0.45% Reduce -6.7% 6,993 $3.4M
Gsa Capital Partners LLP 0.29% Reduce -24.9% 6,986 $3.4M
Galilei Investment Office LLP 1.59% No change 6,985 $3.4M
Evergreen Wealth Management, LLC 1.70% Add +0.7% 6,971 $3.4M
Fourth Dimension Wealth, LLC 1.23% Reduce -1.5% 6,968 $3.4M
FF Advisors,LLC 1.50% Reduce -0.1% 6,963 $3.4M
Smith Thornton Advisors LLC 1.71% Add +1.1% 6,961 $3.4M
High Falls Advisors, Inc 0.68% Reduce -5.4% 6,955 $3.4M
GFG Capital, LLC 1.20% Reduce -0.8% 6,955 $3.4M
Carter Financial Group, INC. 1.99% Add +1.4% 6,950 $3.4M
Professional Financial Advisors, LLC 0.69% Add +1.0% 6,935 $3.4M
Ahara Advisors LLC 3.05% — 6,934 $3.4M
Pasadena Private Wealth, LLC 0.46% Reduce -2.7% 6,930 $3.4M
Riverpark Capital Management LLC 6.46% Reduce -3.0% 6,913 $3.3M
Centennial Wealth Advisory LLC 0.88% Add +8.6% 6,903 $3.3M
Investment Insight Wealth Management, LLC 3.28% — 6,902 $3.3M
Navalign, LLC 0.82% Add +0.7% 6,898 $3.3M
Phillips Wealth Planners LLC 2.67% Add +7.6% 7,506 $3.3M
Walled Lake Planning & Wealth Management, LLC 1.05% Reduce -0.4% 6,888 $3.3M
Carrera Capital Advisors 0.56% Add +4.5% 6,885 $3.3M
Constant Guidance Financial LLC 2.34% Add +7.6% 6,883 $3.3M
Matters Capital LLC 2.72% — 6,872 $3.3M
Meridian Wealth Partners, LLC 0.46% Reduce -3.2% 6,868 $3.3M
Atlas Private Wealth Advisors 0.78% Reduce -1.3% 6,866 $3.3M
Triton Wealth Management, PLLC 1.25% Add +1.6% 8,054 $3.3M
Syntax Research, Inc. 2.05% Add +0.0% 6,858 $3.3M
Brady Martz Wealth Solutions, LLC 0.58% Add +22.2% 6,854 $3.3M
Harris Associates (Oakmark Funds) 0.00% Reduce -12.7% 6,854 $3.3M
Howard Bailey Securities, LLC 1.31% Reduce -5.6% 6,853 $3.3M
Cura Wealth Advisors, LLC 1.26% Add +10.0% 6,848 $3.3M
ARK Investment Management 0.02% Add +11.8% 6,847 $3.3M
Gill Capital Partners, LLC 1.00% Reduce -4.5% 6,816 $3.3M
Nabity-Jensen Investment Management Inc 2.23% Add +0.7% 6,815 $3.3M
Doliver Advisors, LP 0.82% Add +30.8% 6,815 $3.3M
Merrion Investment Management Co, LLC 1.77% Reduce -0.8% 6,806 $3.3M
Eight 31 Financial, LLC 1.80% Add +0.1% 6,789 $3.3M
Fell Capital Management 3.19% — 6,775 $3.3M
Horst & Graben Wealth Management LLC 0.49% Reduce -1.5% 6,765 $3.3M
Blackston Financial Advisory Group, LLC 1.99% Add +1.9% 6,756 $3.3M
Pathway Financial Advisors LLC 0.41% Reduce -1.1% 6,826 $3.3M
Wincap Financial LLC 2.24% Add +9.0% 6,753 $3.3M
Sanchez Wealth Management Group 0.70% Add +11.5% 6,753 $3.3M
Davis Capital Management 2.25% Reduce -0.0% 6,749 $3.3M
Francis Financial, Inc. 0.64% Add +3.5% 6,739 $3.3M
Primoris Wealth Advisors, LLC 1.95% No change 6,727 $3.3M
Summit Wealth Group, LLC 0.76% Add +4.5% 6,724 $3.3M
Lantern Wealth Advisors, LLC 1.73% Add +8.9% 6,721 $3.3M
Legacy Capital Wealth Management, LLC 1.97% — 6,718 $3.2M
Westfuller Advisors, LLC 1.31% Reduce -2.6% 6,716 $3.2M
Hamrick Investment Counsel, llc 2.41% — 6,714 $3.2M
Legacy Financial Group LLC 0.40% Add +0.1% 7,833 $3.2M
FOCUS Wealth Advisors, LLC 1.51% Reduce -0.4% 6,700 $3.2M
Strategic Investment Solutions, Inc. 0.78% Add +47.5% 6,423 $3.2M
MRP Capital Investments, LLC 2.72% Reduce -4.0% 6,691 $3.2M
Aurdan Capital Management, LLC 1.00% Add +5.3% 6,688 $3.2M
Claris Advisors, LLC / Mo / 0.99% Add +5.7% 6,685 $3.2M
Ade, LLC 1.56% Reduce -1.3% 6,682 $3.2M
Hilton Head Capital Partners, LLC 1.88% — 6,661 $3.2M
S. R. Schill & Associates 2.27% Add +0.0% 6,660 $3.2M
Adamsbrown Wealth Consultants LLC 0.90% Add +0.6% 6,651 $3.2M
Moment Partners, LLC 0.66% Reduce -13.4% 6,647 $3.2M
Ssi Investment Management LLC 1.20% No change 6,643 $3.2M
Kennon-Green & Company, LLC 2.55% Reduce -2.8% 6,633 $3.2M
Traub Capital Management LLC 3.08% Add +5.4% 6,627 $3.2M
Jefferson Bridge Capital, LLC 3.23% — 6,625 $3.2M
Alexander Randolph Advisory, Inc. 2.66% Reduce -0.1% 6,616 $3.2M
Garrett Wealth Advisory Group, LLC 0.60% Add +12.2% 6,615 $3.2M
Security Financial Services, INC. 0.50% Add +1.6% 6,614 $3.2M
9823 Capital, L.P. 2.20% — 6,607 $3.2M
Burkett Financial Services, LLC 1.09% Add +0.7% 6,605 $3.2M
Wellington-Altus USA Inc. 2.36% — 6,600 $3.2M
Round Hill Asset Management 2.01% Reduce -0.8% 6,594 $3.2M
Andrews Advisory Associates, LLC 1.69% — 6,578 $3.2M
Legacy Wealth Partners, LLC 0.82% — 6,572 $3.2M
Tributary Capital Management, LLC 0.31% Reduce -3.1% 6,570 $3.2M
Eagle Wealth Strategies LLC 1.48% Reduce -1.1% 6,569 $3.2M
Fearless Solutions, LLC dba Best Invest 1.92% Reduce -3.2% 6,554 $3.2M
HighVista Strategies LLC 0.81% Reduce -30.9% 6,537 $3.2M
Innova Wealth Partners 1.59% Add +7.6% 6,535 $3.2M
WestHill Financial Advisors, Inc. 0.60% Add +3.8% 6,532 $3.2M
RoundAngle Advisors LLC 2.29% Add +2.2% 6,515 $3.2M
Alliance Wealth Management Group 0.69% Reduce -0.9% 6,512 $3.1M
Magnolia Capital Management Ltd. 2.34% No change 6,509 $3.1M
Cardinal Strategic Wealth Guidance 0.82% Reduce -14.4% 6,509 $3.1M
Matrix Trust Co 0.52% Add +2.4% 6,500 $3.1M
DecisionPoint Financial, LLC 0.69% Add +1.4% 6,500 $3.1M
Richardson Financial Services Inc. 1.02% Add +0.4% 6,503 $3.1M
Berkshire Money Management, Inc. 0.30% New 6,498 $3.1M
One Charles Private Wealth Services, LLC 0.81% Add +0.2% 6,497 $3.1M
Wolff Financial Management LLC 0.71% Add +0.0% 6,492 $3.1M
Donalies Financial Planning, LLC 2.67% — 6,490 $3.1M
Cherrydale Wealth Management, LLC 0.95% No change 6,483 $3.1M
IRON Financial LLC 1.44% Reduce -0.5% 6,475 $3.1M
Macroview Investment Management LLC 2.15% Add +5.2% 6,474 $3.1M
G&S Capital LLC 1.11% Add +2.4% 6,472 $3.1M
Braun-Bostich & Associates Inc. 1.93% Add +0.1% 6,466 $3.1M
Pursuit Wealth Management LLC 2.69% — 6,460 $3.1M
Dougherty & Associates, LLC 2.79% — 6,450 $3.1M
Retirement Income Solutions, Inc. 0.53% Add +4.6% 6,448 $3.1M
GK Wealth Management LLC 2.28% Add +2.0% 6,445 $3.1M
TriaGen Wealth Management LLC 0.81% Add +0.6% 6,444 $3.1M
Tennessee Valley Asset Management Partners 0.40% Reduce -2.3% 6,442 $3.1M
Turim 21 Investimentos Ltda. 1.20% Reduce -28.8% 6,432 $3.1M
Total Wealth Planning & Management, Inc. 2.47% — 6,431 $3.1M
Holistic Financial Partners 1.13% Add +11.7% 6,427 $3.1M
VSM Wealth Advisory, LLC 0.93% No change 6,424 $3.1M
Schorn Wealth LLC 0.94% Reduce -0.8% 6,412 $3.1M
Kelly Lawrence W & Associates Inc. 0.77% Reduce -5.9% 6,410 $3.1M
Hofer & Associates. Inc 1.64% Add +2.0% 6,407 $3.1M
MorganRosel Wealth Management, LLC 0.78% Add +2.5% 6,407 $3.1M
Fermata Advisors, LLC 0.74% Reduce -1.4% 6,394 $3.1M
International Private Wealth Advisors LLC 1.94% Reduce -18.9% 6,385 $3.1M
Snowwater Investment Partners, LLC 2.84% — 6,385 $3.1M
Kennedy Investment Group, Inc. 1.16% Add +0.8% 6,380 $3.1M
LFA - Lugano Financial Advisors SA 1.59% Reduce -0.1% 6,378 $3.1M
Denver PWM, LLC 1.03% No change 6,200 $3.1M
MBA Advisors LLC 1.24% Add +0.6% 6,375 $3.1M
Vivid Wealth Management, LLC 1.20% Add +2.7% 6,374 $3.1M
Pathway Wealth Management LLC 2.81% — 6,365 $3.1M
Ninepoint Partners LP 0.37% Reduce -13.9% 6,365 $3.1M
Birchcreek Wealth Management, LLC 1.51% Reduce -6.2% 6,358 $3.1M
Collective Family Office LLC 0.70% Add +12.2% 6,354 $3.1M
PSI Advisors, LLC 0.77% Add +14.9% 6,349 $3.1M
Wick Capital Partners, LLC 0.55% Add +65.2% 6,347 $3.1M
Shira Ridge Wealth Management 1.23% Reduce -1.0% 6,345 $3.1M
JTC Employer Solutions Trustee Ltd 0.21% No change 6,345 $3.1M
Retirement Capital Strategies 1.14% Add +0.3% 6,341 $3.1M
Hickory Point Bank & Trust 2.22% No change 6,339 $3.1M
Limestone Investment Advisors LP 2.20% Add +573.7% 6,333 $3.1M
Aspen Wealth Strategies, LLC 1.68% Reduce -0.1% 6,332 $3.1M
Grant Street Asset Management, Inc. 0.62% Add +8.2% 6,325 $3.1M
Beaird Harris Wealth Management, LLC 0.21% Add +0.0% 6,313 $3.1M
Per Stirling Capital Management, LLC. 0.34% Add +7.0% 6,309 $3.1M
Charter Research & Investment Group, Inc. 2.04% Reduce -0.1% 6,307 $3.1M
Financial Management Professionals, Inc. 0.31% Reduce -1.4% 6,306 $3.0M
Spectrum Planning & Advisory Services Inc. 1.57% Add +0.2% 6,303 $3.0M
GPS Wealth Strategies Group, LLC 2.59% Reduce -82.2% 6,299 $3.0M
IFG Advisors, LLC 0.51% Reduce -0.7% 6,291 $3.0M
Worthington Financial Partners, LLC 2.69% — 6,286 $3.0M
Elevation Wealth Partners, LLC 1.08% Reduce -3.9% 6,281 $3.0M
Pension & Wealth Management Advisors, Inc. 0.90% Add +34.5% 6,279 $3.0M
Millington Financial Advisors, LLC 1.35% Add +4.7% 7,570 $3.0M
VERITY Wealth Advisors 1.89% Reduce -23.7% 6,279 $3.0M
Three Bridge Wealth Advisors, LLC 0.80% Add +0.9% 6,278 $3.0M
Capstone Wealth Management Group LLC 1.84% Add +0.8% 6,278 $3.0M
Geneva Capital Management LLC 0.06% Reduce -2.1% 6,273 $3.0M
Yarger Wealth Strategies, LLC 1.30% Add +1.4% 6,268 $3.0M
Doheny Asset Management 1.85% Reduce -0.5% 6,261 $3.0M
AllGen Financial Advisors, Inc. 0.72% Reduce -7.5% 6,247 $3.0M
Community Bank of Raymore 2.05% Reduce -2.8% 6,245 $3.0M
Advisor Resource Council 1.08% New 7,079 $3.0M
Foresight Capital Management Advisors, Inc. 1.63% Add +2.6% 6,236 $3.0M
Cortland Associates Inc. 0.38% Add +0.1% 6,227 $3.0M
Capital & Planning, LLC 13.94% Reduce -85.1% 6,225 $3.0M
Formulate Financial LLC 3.53% Add +1.6% 6,224 $3.0M
Hopwood Financial Services, Inc. 2.12% Reduce -1.9% 6,213 $3.0M
Hummer Financial Advisory Services Inc 2.12% Reduce -0.3% 6,209 $3.0M
Intrepid Financial Planning Group LLC 1.14% Reduce -2.5% 6,208 $3.0M
WPG Advisers, LLC 2.23% Add +5.9% 6,207 $3.0M
Heritage Investment Group, Inc. 0.46% Add +9.6% 6,186 $3.0M
Meritas Wealth Management, LLC 1.44% No change 6,181 $3.0M
Wilkerson Advisory Group LLC 1.05% — 6,180 $3.0M
Westshore Wealth, LLC 0.99% Reduce -8.8% 6,173 $3.0M
Strathmore Capital Advisors, Inc. 0.98% Add +1.1% 6,172 $3.0M
Potomac Fund Management Inc. 0.11% Add +4.0% 6,161 $3.0M
Boston Partners 0.00% Add +9.4% 6,144 $3.0M
Caerus Investment Advisors, LLC 0.99% Add +0.2% 6,141 $3.0M
X-Square Capital, LLC 0.97% Reduce -1.1% 6,138 $3.0M
Tandem Investment Partners LLC 2.50% Reduce -9.1% 6,137 $3.0M
Nolet Wealth Management, LLC 1.65% — 6,131 $3.0M
KFG Wealth Management, LLC 0.40% Reduce -12.0% 6,126 $3.0M
Check Capital Management Inc. 0.18% No change 6,126 $3.0M
STAR Financial Bank 1.51% Reduce -9.9% 6,122 $3.0M
Arcus Capital Partners, LLC 1.06% Add +71.0% 6,119 $3.0M
Curran Financial Partners, LLC 0.56% Reduce -5.3% 6,116 $3.0M
Gator Capital Management, LLC 0.61% Add +1273.7% 6,113 $3.0M
Elevation Wealth Management LLC 2.84% — 6,111 $3.0M
Milestones Private Investment Advisors LLC 2.02% Add +1.0% 6,084 $2.9M
Armor Investment Advisors, LLC 1.07% Reduce -2.1% 6,044 $2.9M
Wood Tarver Financial Group, LLC 0.82% Reduce -2.9% 6,039 $2.9M
Elser Financial Planning, Inc 2.11% Add +21.7% 6,036 $2.9M
Financial Advisors Network, Inc. 0.40% Add +17.5% 6,036 $2.9M
Shepherd Street Advisors LLC 2.80% — 6,032 $2.9M
MLG Wealth Management DBA Pine Grove Financial Group 0.35% — 6,028 $2.9M
Guild Investment Management, Inc. 2.16% No change 6,023 $2.9M
Altura Wealth Advisors Inc. 1.25% Add +9.6% 6,008 $2.9M
M3 Advisory Group, LLC 1.77% Add +2.0% 6,001 $2.9M
Acorn Creek Capital LLC 1.04% Reduce -4.5% 6,001 $2.9M
Gruss & Co., LLC 6.38% No change 6,000 $2.9M
Avanda Investment Management Pte. Ltd. 2.89% No change 6,000 $2.9M
Birnam Oak Advisors, LP 0.67% No change 6,000 $2.9M
Viking Fund Management LLC 0.34% No change 6,000 $2.9M
B&D White Capital Company, LLC 0.34% Add +824.4% 5,999 $2.9M
Paulson Wealth Management Inc. 0.67% Reduce -0.3% 5,994 $2.9M
Legacy Financial Group, Inc. 0.76% Reduce -0.8% 5,987 $2.9M
Henrickson Nauta Wealth Advisors, Inc. 0.43% Add +75.0% 6,056 $2.9M
Cascade Investment Group, Inc. 1.93% Reduce -1.0% 5,992 $2.9M
Axq Capital, LP 0.65% Add +160.7% 5,986 $2.9M
Evansbrook LLC 1.94% — 5,983 $2.9M
Portolan Capital Management, LLC 0.15% No change 5,972 $2.9M
PCG Wealth Advisors, LLC 0.82% Reduce -0.5% 5,968 $2.9M
Peoples Bank 1.79% Add +1.3% 5,965 $2.9M
Capital Advisory Group Advisory Services, LLC 0.85% Add +3.9% 5,956 $2.9M
Adkins Seale Capital Management LLC 2.84% — 5,947 $2.9M
Smart Money Group LLC 0.84% Add +0.1% 5,943 $2.9M
Intrepid Capital Management Inc. 1.39% Add +0.0% 5,942 $2.9M
Eads & Heald Wealth Management 1.39% Reduce -2.7% 5,928 $2.9M
Measured Wealth Private Client Group, LLC 0.76% Reduce -0.9% 5,920 $2.9M
Meadowbrook Wealth Management, LLC 3.28% Reduce -3.6% 5,912 $2.9M
Thryve Wealth Management LLC 1.41% — 5,906 $2.9M
Signature Equity Partners, LLC 1.58% — 5,895 $2.9M
Inspirion Wealth Advisors, LLC 0.35% Add +4.8% 5,889 $2.8M
Breakthru Advisory Services, LLC 1.82% Add +2.7% 5,887 $2.8M
Precision Wealth Strategies, LLC 0.92% Reduce -6.6% 5,887 $2.8M
Safe Harbor Fiduciary, LLC 2.51% — 5,880 $2.8M
Arrowroot Family Office, LLC 1.03% Reduce -1.3% 5,879 $2.8M
BNB Wealth Management, LLC 1.83% — 5,879 $2.8M
Clarus Wealth Advisors 1.18% Add +9.6% 6,039 $2.8M
Van Diest Capital, LLC 4.24% — 5,877 $2.8M
Rhodes Investment Advisors Inc. 2.30% — 5,873 $2.8M
KOM Wealth Management Group, LLC 2.01% Reduce -2.7% 5,871 $2.8M
Antonelli Financial Advisors, LLC 1.87% Add +0.1% 5,869 $2.8M
Pennington Partners & Co., LLC 1.14% Add +4.8% 5,865 $2.8M
Market Street Wealth Management Advisors LLC 0.44% Add +3.0% 5,849 $2.8M
Blalock Williams, LLC 2.26% Reduce -8.5% 5,842 $2.8M
CogentBlue Wealth Advisors, LLC 1.92% Reduce -0.3% 5,833 $2.8M
Oak Thistle LLC 0.39% New 5,833 $2.8M
Sunrise Financial Services, LLC 2.12% — 5,810 $2.8M
Creekside Partners 1.19% Reduce -1.4% 5,805 $2.8M
Capitol Family Office, Inc. 3.31% Reduce -11.9% 5,804 $2.8M
Atlas Wealth Partners, LLC 3.08% Reduce -0.8% 5,801 $2.8M
Optimist Retirement Group LLC 1.28% Reduce -9.4% 5,796 $2.8M
Live Oak Investment Partners 1.72% Reduce -13.9% 5,791 $2.8M
Mainsail Asset Management, LLC 1.20% Reduce -8.4% 5,785 $2.8M
Reston Wealth Management LLC 0.85% Add +22.4% 5,772 $2.8M
Johnson & White Wealth Management, LLC 1.21% Reduce -0.5% 5,764 $2.8M
Silverberg Bernstein Capital Management LLC 1.61% No change 5,762 $2.8M
AtlasMark Financial, Inc 1.80% No change 5,761 $2.8M
Harbour Wealth Management Group, Inc. 2.18% — 5,756 $2.8M
RS Crum Inc. 0.56% Add +6.4% 5,753 $2.8M
A. D. Beadell Investment Counsel, Inc. 1.81% No change 5,748 $2.8M
Cornerstone National Bank & Trust Co 1.11% Add +1.4% 5,742 $2.8M
Lipe & Dalton 1.37% Reduce -2.5% 5,721 $2.8M
Parvin Asset Management, LLC 2.24% Reduce -12.6% 5,720 $2.8M
RD Lewis Holdings, Inc. 2.36% Add +5.0% 6,725 $2.8M
Mowery & Schoenfeld Wealth Management, LLC 4.00% Add +7.6% 5,710 $2.8M
Mainstay Capital Management LLC 0.21% Add +7.6% 5,709 $2.8M
Sun Group Wealth Partners 2.22% — 5,707 $2.8M
Twin Focus Capital Partners, LLC 0.32% Reduce -12.8% 5,703 $2.8M
Warner Group LLC 1.70% Add +21.5% 5,700 $2.8M
Acima Private Wealth, LLC 0.85% No change 5,697 $2.8M
Guided Capital Wealth Management, LLC 1.93% Add +4.4% 5,694 $2.8M
V2 Financial group LLC 1.35% Add +129.8% 5,687 $2.8M
Landscape Capital Management, L.L.C. 0.18% Reduce -30.9% 5,677 $2.7M
Hoge Financial Services, LLC 1.48% Add +0.7% 5,674 $2.7M
Connecticut Capital Management Group, LLC 2.63% — 5,673 $2.7M
Vienna Asset Management LLC 1.55% Add +48.0% 5,662 $2.7M
Heck Capital Advisors, LLC 0.20% Reduce -6.3% 5,661 $2.7M
Disciplined Investors, L.L.C. 1.79% Reduce -6.5% 5,653 $2.7M
Concorde Asset Management, LLC 1.09% Add +0.3% 5,640 $2.7M
Planned Solutions, Inc. 0.88% Reduce -0.7% 5,638 $2.7M
Walker Financial Services, Inc. 0.99% Reduce -19.4% 5,634 $2.7M
Coquina Private Wealth LLC 2.18% — 5,633 $2.7M
Neumann Capital Management, LLC 0.79% No change 5,629 $2.7M
Bayban 2.40% — 5,623 $2.7M
Advisortrust Partners, LLC 1.19% — 5,619 $2.7M
Painted Porch Advisors LLC 1.09% Reduce -4.2% 5,607 $2.7M
Carlson Financial, Inc. 1.57% — 5,605 $2.7M
Wealth Advisors of Iowa, LLC 0.89% Add +13.6% 5,602 $2.7M
Gilpin Wealth Management, LLC 2.15% — 5,597 $2.7M
Endeavor Private Wealth, Inc. 0.77% Add +19.2% 5,584 $2.7M
Stonebridge Financial Planning Group, LLC 0.97% Add +1.9% 5,582 $2.7M
Objectivity Squared, LLC 1.51% Add +102.1% 5,571 $2.7M
Myriad Asset Management US LP 4.51% Reduce -61.3% 5,566 $2.7M
Continuum Wealth Advisors, LLC 1.04% Add +6.2% 5,563 $2.7M
MN Wealth Advisors, LLC 1.36% Add +1.8% 5,555 $2.7M
Pure Portfolios Holdings LLC 0.81% Reduce -0.3% 5,551 $2.7M
Investmark Advisory Group LLC 1.14% Add +0.0% 5,547 $2.7M
Prescott Group Capital Management, L.L.C. 0.25% No change 5,538 $2.7M
Summit Wealth Partners, LLC 0.49% Reduce -18.2% 5,534 $2.7M
Invested Advisors 2.77% Add +4.5% 5,534 $2.7M
Campion Asset Management 1.86% Reduce -0.2% 5,532 $2.7M
Vilga Financial Planning LLC 2.56% — 5,526 $2.7M
Riverpoint Wealth Management Holdings, LLC 0.57% Add +0.2% 5,517 $2.7M
Clifford Group, LLC 2.06% Reduce -1.6% 5,502 $2.7M
Capital Management Associates 3.90% No change 5,500 $2.7M
Petersen Hastings Wealth Advisors Inc. 0.26% — 5,496 $2.7M
Cauble & Harre Wealth Management, Inc. 2.23% — 5,495 $2.7M
OneAscent Investment Solutions LLC 2.81% No change 5,494 $2.7M
Numerai GP LLC 0.32% Reduce -5.7% 5,493 $2.7M
Client 1ST Advisory Group, LLC 0.83% Add +40.3% 5,484 $2.7M
Main Management ETF Advisors, LLC 0.09% Add +1.0% 5,481 $2.7M
Level Wealth Management LLC 1.35% Reduce -4.1% 5,473 $2.6M
J. Team Financial, Inc. 2.64% Reduce -6.8% 5,470 $2.6M
WMG Financial Advisors, LLC 1.09% Reduce -42.6% 5,452 $2.6M
Guardian Capital, LLC 2.36% — 5,447 $2.6M
Hara Capital LLC 1.46% Reduce -3.8% 5,440 $2.6M
Stonekeep Investments, LLC 1.68% Add +1.4% 5,431 $2.6M
SRH Advisors, LLC 0.76% Add +0.0% 5,424 $2.6M
Petra Financial Advisors Inc. 1.54% Reduce -5.8% 5,424 $2.6M
Magnolia Private Wealth, LLC 1.83% Reduce -12.1% 5,417 $2.6M
Providence First Trust Co 0.91% Reduce -57.0% 5,413 $2.6M
Tannin Capital LLC 2.34% — 5,412 $2.6M
Taylor Securities Services, Inc. 1.19% — 5,409 $2.6M
4WEALTH Advisors, Inc. 2.26% Add +14.0% 5,404 $2.6M
Centerpoint Advisory Group 2.01% Reduce -5.5% 5,404 $2.6M
Wealth Watch Advisors, INC 0.97% Add +15.8% 5,401 $2.6M
Riverstone Advisors, LLC 1.23% Add +23.8% 5,398 $2.6M
Maripau Wealth Management LLC 1.20% Add +13.3% 5,384 $2.6M
Stevens Capital Partners 0.68% Add +36.0% 5,384 $2.6M
Wealth Management Nebraska 0.30% Add +35.8% 5,369 $2.6M
Chokshi & Queen Wealth Advisors, Inc 1.36% Add +10.4% 5,367 $2.6M
Thompson David Blair 1.48% — 5,367 $2.6M
Inspire Advisors, LLC 0.24% Add +22.1% 5,364 $2.6M
Cathy Pareto & Associates, Inc. 1.80% No change 5,363 $2.6M
Ruggaard & Associates LLC 1.02% Reduce -8.9% 5,356 $2.6M
Flagship Wealth Advisors, LLC 0.75% Add +38.1% 5,349 $2.6M
LifePlan Financial, LLC 1.98% Reduce -2.2% 5,344 $2.6M
Markin Asset Management, LP 2.84% — 5,343 $2.6M
360 Financial, Inc. 0.78% Add +0.5% 5,333 $2.6M
Elm Partners Management LLC 0.12% Add +0.7% 5,331 $2.6M
Mainstream Capital Management LLC 1.68% Reduce -0.8% 5,309 $2.6M
Arbor Capital Management Inc. 2.15% Reduce -12.8% 5,294 $2.6M
Tolleson Wealth Management, Inc. 0.37% Reduce -9.8% 5,297 $2.6M
Financial Freedom, LLC 1.27% Reduce -2.4% 5,294 $2.6M
Prepared Retirement Institute LLC 1.29% Reduce -1.1% 5,292 $2.6M
Kaydan Wealth Management, Inc. 0.74% Add +3.1% 5,285 $2.6M
Rezny Wealth Management, Inc. 0.55% Add +0.4% 5,284 $2.6M
MOR Wealth Management, LLC 1.17% — 5,283 $2.6M
Stronghold Wealth Management L.L.C. 3.77% — 5,282 $2.6M
RPS Advisory Solutions LLC 1.20% Reduce -8.2% 5,275 $2.6M
Endowment Wealth Management, Inc. 1.17% Add +0.2% 5,260 $2.5M
Sageworth Trust Co 0.11% Reduce -83.3% 5,226 $2.5M
TrueWealth Advisors, LLC 0.65% Add +0.1% 5,219 $2.5M
Cohen & Steers, Inc. 0.00% No change 5,200 $2.5M
CarsonAllaria Wealth Management, Ltd. 1.25% Reduce -0.3% 5,197 $2.5M
Orgel Wealth Management, LLC 0.06% Add +6.0% 5,197 $2.5M
Leith Wheeler Investment Counsel Ltd. 0.19% Add +229.2% 5,194 $2.5M
MBM Wealth Consultants, LLC 0.60% Reduce -1.3% 5,183 $2.5M
Ascension Capital Advisors, Inc. 0.86% Reduce -1.4% 5,180 $2.5M
Vance Wealth, LLC 0.74% Reduce -1.6% 5,180 $2.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.84% Reduce -1.4% 5,173 $2.5M
Discipline Wealth Solutions, LLC 0.46% Add +19.1% 5,172 $2.5M
Capital Squared Financial LLC 1.95% Add +19.8% 5,164 $2.5M
MFA Wealth Services 1.69% Add +1.4% 5,157 $2.5M
Pacific Center for Financial Services 0.64% No change 4,813 $2.5M
Flagstone Financial Management 0.64% Reduce -1.6% 5,155 $2.5M
Cowa, LLC 0.76% Add +23.5% 5,154 $2.5M
Samjo Management, LLC 0.96% No change 5,150 $2.5M
MFG Wealth Management, Inc. 1.94% No change 5,143 $2.5M
Smart Portfolios, LLC 2.48% Add +10.7% 5,141 $2.5M
Crumly & Associates Inc. 0.52% Reduce -2.0% 5,139 $2.5M
Quantum Financial Planning Services, Inc. 0.90% Add +44.8% 5,136 $2.5M
Seldon Capital LP 0.86% No change 5,126 $2.5M
Burr Financial Services, LLC 1.85% Reduce -5.9% 5,123 $2.5M
LVZ, Inc. 0.28% Add +5.9% 5,121 $2.5M
Clearwave Capital, LLC 1.83% — 5,119 $2.5M
Portus Wealth Advisors, LLC 2.33% Add +6.0% 5,112 $2.5M
Sage Capital Management, LLC 1.14% Reduce -12.2% 5,104 $2.5M
Stolz & Associates, PS 1.91% — 5,108 $2.5M
Jacksonville Wealth Management, LLC 1.75% Reduce -0.7% 5,103 $2.5M
Sun Financial Inc 1.37% — 5,099 $2.5M
Sterling Group Wealth Management, LLC 1.19% Reduce -6.0% 5,089 $2.5M
IMZ Advisory Inc 0.90% Reduce -1.4% 5,088 $2.5M
Frederick Financial Consultants, LLC 1.35% Add +3.2% 5,087 $2.5M
Twelve Points Wealth Management LLC 0.55% Reduce -4.0% 5,124 $2.5M
Elevated Private Wealth, LLC 2.56% — 5,077 $2.5M
Prodigy Asset Management LLC 0.86% No change 5,073 $2.5M
Palacios Wealth Management, LLC 1.88% Reduce -17.9% 5,070 $2.5M
Fund Advisors of America Inc 2.25% — 5,070 $2.5M
Warburton Capital Management, LLC 1.38% Add +5.4% 5,062 $2.4M
Kelman-Lazarov, Inc. 0.35% Add +39.0% 5,058 $2.4M
Newport Capital Group, LLC 1.49% Reduce -0.9% 5,057 $2.4M
Sharkey, Howes & Javer 0.31% Reduce -20.0% 5,053 $2.4M
WealthTrust Asset Management, LLC 1.71% Reduce -1.1% 5,049 $2.4M
Greenline Wealth Management LLC 2.52% — 5,043 $2.4M
Catalyst Funds Management Pty Ltd 0.57% Reduce -87.5% 5,040 $2.4M
Smallwood Wealth Investment Management, LLC 1.28% Reduce -1.2% 5,038 $2.4M
Harvest Investment Services, LLC 0.46% Add +62.2% 5,034 $2.4M
Wallace Advisory Group, LLC 2.55% Reduce -13.7% 5,034 $2.4M
Kraft, Davis & Associates, LLC 0.55% Add +4.1% 5,172 $2.4M
Connective Portfolio Management, LLC 4.38% Reduce -32.3% 5,024 $2.4M
Essential Planning, LLC. 0.77% Add +10.2% 5,013 $2.4M
apricus wealth, LLC 1.24% Add +2.6% 5,007 $2.4M
Timelo Investment Management Inc. 2.57% New 5,000 $2.4M
Opus Investment Management Inc. 1.47% No change 5,000 $2.4M
Wisconsin Wealth Advisors, LLC 2.37% Add +0.0% 4,995 $2.4M
Mine & Arao Wealth Creation & Management, LLC. 0.95% Add +0.6% 4,994 $2.4M
Paradigm Capital Management, LLC 2.27% Reduce -0.1% 4,992 $2.4M
Landing Point Financial Group, LLC 1.20% Add +0.5% 4,986 $2.4M
Quattro Advisors LLC 1.93% — 4,985 $2.4M
M1 Capital Management LLC 1.01% Add +4.5% 4,982 $2.4M
Petix & Botte Co 0.55% Add +1.5% 4,980 $2.4M
Nautilus Advisors LLC 1.57% Reduce -0.9% 4,979 $2.4M
Storen Legacy Partners, LLC 0.76% — 4,979 $2.4M
Parkwoods Wealth Partners, LLC 0.71% Reduce -2.0% 4,975 $2.4M
Echo45 Advisors LLC 1.37% Add +4.1% 4,975 $2.4M
Arwa LLC 1.40% — 4,974 $2.4M
Walser Wealth Management Company, A Ltd Liability Co 1.27% — 4,972 $2.4M
Vantage Point Financial LLC 0.86% Add +17.4% 4,971 $2.4M
Curat Global, LLC 2.67% No change 4,970 $2.4M
Ulland Investment Advisors, LLC 1.93% Reduce -4.3% 4,966 $2.4M
Pacific Sun Financial Corp 1.16% Reduce -0.6% 4,966 $2.4M
Tealwood Asset Management Inc. 1.08% Reduce -36.0% 4,965 $2.4M
Moisand Fitzgerald Tamayo, LLC 0.27% Reduce -1.0% 4,964 $2.4M
Meriwether Wealth & Planning, LLC 1.35% Reduce -4.2% 4,963 $2.4M
Perissos Private Wealth Management, LLC 2.07% Reduce -7.7% 4,950 $2.4M
Accelerate Investment Advisors LLC 1.61% Reduce -10.3% 4,944 $2.4M
Eagle Harbor Asset Management Inc. 1.98% Add +3.4% 4,943 $2.4M
Partners Wealth Management, LLC 2.50% Reduce -1.3% 4,941 $2.4M
Broyhill Asset Management, LLC 2.10% Reduce -0.5% 4,932 $2.4M
Financial Synergies Wealth Advisors, Inc. 0.23% Add +22.1% 4,920 $2.4M
Mindset Wealth Management, LLC 0.62% Reduce -1.1% 4,915 $2.4M
Comprehensive Wealth Management, LLC 1.40% Add +2.5% 4,912 $2.4M
Great Waters Wealth Management 0.26% Reduce -8.2% 4,909 $2.4M
Roble, Belko & Company, Inc 0.31% Add +0.8% 4,906 $2.4M
Catalyst Private Wealth, LLC 1.04% Add +4.2% 4,906 $2.4M
Berry Wealth Group, LP 8.32% Reduce -4.0% 4,902 $2.4M
Sunstone Asset Management, LP 3.83% — 4,900 $2.4M
Palatine Hill Wealth Management, LLC 1.91% — 4,897 $2.4M
TLWM 0.43% Add +0.1% 4,894 $2.4M
Guardian Financial Partners, LLC 1.00% Reduce -0.1% 4,890 $2.4M
CJM Wealth Advisers, Ltd. 0.71% Reduce -2.4% 4,883 $2.4M
BDFS Capital LLC 1.19% — 4,882 $2.4M
Alexis Investment Partners, LLC 0.88% Add +2.0% 4,861 $2.4M
Broadway Wealth Solutions, Inc. 1.26% Reduce -4.7% 4,879 $2.4M
FSA Advisors, Inc. 1.64% Reduce -45.2% 4,873 $2.4M
Windsor Capital Management, LLC 0.69% Add +5.0% 4,873 $2.4M
Heritage Wealth Management, Inc. 1.53% Add +1.1% 4,872 $2.4M
Fortress Financial Solutions, LLC 2.41% Add +97.0% 4,864 $2.4M
Cunning Capital Partners, LP 1.09% No change 4,862 $2.4M
Aspen Wealth Management LLC 0.49% Add +4.5% 4,860 $2.4M
4J Wealth Management LLC 1.34% Reduce -3.4% 4,854 $2.3M
Veery Capital, LLC 0.72% Reduce -3.5% 4,852 $2.3M
Cornerstone Planning Group LLC 0.37% Reduce -10.0% 4,867 $2.3M
Rather & Kittrell, Inc. 0.38% Add +9.1% 4,843 $2.3M
Zinnia Wealth Advisory, LLC 2.53% — 4,842 $2.3M
Sharpepoint LLC 1.40% New 4,821 $2.3M
Vista Investment Partners Ii, LLC 1.00% Reduce -4.5% 4,804 $2.3M
Tudor Financial Inc. 1.19% Reduce -0.3% 4,803 $2.3M
Factor Wealth Management LTD 0.50% Reduce -7.4% 4,802 $2.3M
Vericrest Private Wealth 2.06% — 4,795 $2.3M
Cypress Capital, LLC 0.65% Add +1.9% 4,794 $2.3M
Corundum Trust Company, INC 5.28% Reduce -0.8% 4,794 $2.3M
Code Waechter LLC 1.49% Reduce -0.7% 4,785 $2.3M
Gallagher Fiduciary Advisors, LLC 0.07% Add +2.4% 4,777 $2.3M
Pinnacle Wealth Management, LLC 1.55% Reduce -5.6% 4,770 $2.3M
KRS Capital Management, LLC 1.33% Add +0.1% 4,768 $2.3M
Voisard Asset Management Group, Inc. 0.50% Add +7.1% 4,767 $2.3M
Independent Family Office, LLC 0.96% No change 4,767 $2.3M
Pachira Investments Inc. 1.12% Add +37.1% 4,751 $2.3M
Xcel Wealth Management, LLC 0.60% Reduce -0.5% 4,745 $2.3M
Altar Rock LLC 2.75% — 4,743 $2.3M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 1.78% — 4,740 $2.3M
Asset Planning,Inc 1.61% Reduce -0.8% 4,740 $2.3M
Lotus Technology Management, LP 1.27% — 4,739 $2.3M
Shulman DeMeo Asset Management LLC 0.52% Reduce -0.1% 4,731 $2.3M
J Hagan Capital, Inc. 1.27% Reduce -6.6% 4,731 $2.3M
Prospect Financial Group LLC 2.13% Add +4.6% 4,731 $2.3M
Element Pointe Advisors, LLC 0.44% Add +4.5% 4,725 $2.3M
FreeGulliver LLC 1.02% Reduce -25.5% 4,718 $2.3M
Index Technologies Group LLC 2.38% — 4,708 $2.3M
WESPAC Advisors, LLC 1.23% Add +27.8% 4,705 $2.3M
CMG Global Holdings, LLC 1.01% Reduce -16.4% 5,490 $2.3M
Atwood & Palmer Inc. 0.13% Reduce -4.6% 4,702 $2.3M
Expressive Wealth LLC 2.45% — 4,695 $2.3M
ERn Financial, LLC 0.43% Reduce -0.1% 4,693 $2.3M
Riverview Trust Co 2.74% Add +0.2% 4,688 $2.3M
Postrock Partners LLC 0.98% No change 4,683 $2.3M
Brio Consultants, LLC 0.29% Add +8.5% 4,682 $2.3M
Shelton Wealth Management, LLC 0.99% Add +6.4% 4,682 $2.3M
Beta Wealth Group, Inc. 0.91% Reduce -3.7% 4,676 $2.3M
CPA Asset Management Group, LLC 0.79% Add +48.0% 4,673 $2.3M
Abound Financial, LLC 0.87% Reduce -0.8% 4,670 $2.3M
Gambit Capital Management, LLC 1.61% — 4,660 $2.3M
Avion Wealth 0.47% Reduce -6.2% 4,659 $2.3M
Kelly Financial Services LLC 0.56% Add +4.9% 4,654 $2.3M
Retirement Guys Formula LLC 1.03% Add +0.9% 4,651 $2.2M
Center for Wealth Management Advisory 1.66% — 4,650 $2.2M
Wealthcare Capital Partners, LLC 1.05% Reduce -4.4% 4,649 $2.2M
Aurora Private Wealth, Inc. 1.48% — 4,649 $2.2M
Worth Asset Management, LLC 0.95% Reduce -4.7% 4,646 $2.2M
Element Wealth, LLC 0.93% Add +8.8% 4,643 $2.2M
Sankala Group LLC 1.79% — 5,715 $2.2M
Tenzing Financial LLC 1.82% — 4,639 $2.2M
Cassia Capital Partners, LLC 1.21% Reduce -3.5% 4,636 $2.2M
Sterling Wealth Management, Inc. 0.64% Add +1.9% 4,635 $2.2M
Oxford Wealth Group, LLC 1.09% — 4,635 $2.2M
RVW Wealth, LLC 0.17% Reduce -8.5% 4,623 $2.2M
Blue Water Asset Management 0.80% — 4,622 $2.2M
PFG Private Wealth Management, LLC 0.98% Add +11.1% 4,614 $2.2M
Cannon Wealth Management Services, LLC 1.57% Reduce -0.3% 4,613 $2.2M
Latash Investments, LLC 1.50% Reduce -3.0% 4,610 $2.2M
Peterson Wealth Advisors, LLC 0.30% Add +4.0% 4,602 $2.2M
Womack Financial LLC 1.64% Reduce -1.2% 4,599 $2.2M
Capital Investment Management, Inc. 0.78% — 4,597 $2.2M
Account Management LLC 2.38% No change 4,595 $2.2M
BXM Wealth LLC 1.71% Add +2616.9% 116,310 $2.2M
Archvest Wealth Advisors, Inc. 1.42% Add +20.6% 4,593 $2.2M
First Hawaiian Bank 0.30% Reduce -26.6% 4,593 $2.2M
Brooktree Capital Management 1.47% Reduce -1.8% 4,584 $2.2M
NerdWallet Wealth Partners, LLC 0.99% Reduce -0.4% 4,584 $2.2M
Momentous Wealth Management, Inc. 1.26% Add +6.6% 4,581 $2.2M
Selective Wealth Management, Inc. 0.69% Add +7.8% 4,848 $2.2M
Long Road Investment Counsel, LLC 0.84% No change 4,567 $2.2M
Advanced Portfolio Management, LLC 6.74% Reduce -5.7% 4,565 $2.2M
C M Bidwell & Associates Ltd. 1.04% Add +8.2% 4,557 $2.2M
OxenFree Capital LLC 1.16% Add +0.3% 4,549 $2.2M
O'Brien Wealth Partners LLC 0.29% Reduce -5.0% 4,546 $2.2M
Cedar Wealth Management, LLC 0.66% Add +6.9% 4,540 $2.2M
Hardworking Capital Advisors, LLC 1.99% — 4,539 $2.2M
Coordinated Financial Services, Inc. 1.28% Add +8.3% 4,539 $2.2M
American National Bank of Texas 2.11% Add +0.3% 4,537 $2.2M
Cedar Mountain Advisors, LLC 0.42% Reduce -5.8% 4,535 $2.2M
Wiser Advisor Group LLC 2.50% Add +1.6% 4,527 $2.2M
Tripletail Wealth Management, LLC 2.77% Reduce -2.6% 4,524 $2.2M
Southern Capital Advisors, LLC 1.01% Add +0.5% 4,521 $2.2M
Sard Wealth Management Group, LLC 1.20% Add +8.0% 4,517 $2.2M
Laidlaw Wealth Management LLC 6.76% Reduce -31.9% 4,513 $2.2M
Unified Investment Management 2.20% No change 4,507 $2.2M
Castleview Partners, LLC 1.08% Add +6.0% 4,505 $2.2M
Ironsides Asset Advisors, LLC 0.55% Add +2.5% 4,500 $2.2M
Dba Trading, LLC 2.17% — 4,500 $2.2M
OneAscent Wealth Management LLC 0.72% Reduce -6.8% 4,500 $2.2M
Conrad Siegel Investment Advisors, Inc. 0.41% Add +6.6% 4,495 $2.2M
Brown Wealth Management, LLC 0.57% Reduce -2.6% 4,476 $2.2M
Wetzel Investment Advisors, Inc. 0.88% Reduce -2.2% 4,475 $2.2M
BlueChip Wealth Advisors LLC 0.91% Reduce -11.6% 4,472 $2.2M
First Growth Capital LLC 1.92% — 5,345 $2.2M
Hanover Advisors Inc. 0.84% Reduce -2.1% 4,466 $2.2M
Entrust Financial LLC 1.60% — 4,466 $2.2M
Promethium Advisors,llc 1.16% Add +1.6% 4,465 $2.2M
Redwood Financial Network Corp 1.38% Add +6.8% 4,461 $2.2M
Targeted Financial Services LLC 1.86% — 4,454 $2.2M
Tailwinds Wealth, LLC 2.32% — 4,451 $2.2M
North Forty Two & Co. 2.03% Reduce -1.2% 4,449 $2.2M
Rock Point Advisors, LLC 0.54% Add +1.2% 4,444 $2.1M
Peak Financial Management, Inc. 0.55% Add +22.0% 4,438 $2.1M
Morton Brown Family Wealth, LLC 0.58% Add +100.7% 4,433 $2.1M
Diversified Portfolios, Inc. 0.18% Add +15.6% 4,431 $2.1M
Oldfather Financial Services, LLC 0.64% Add +65.1% 4,428 $2.1M
IVC Wealth Advisors LLC 0.93% Add +5.6% 4,419 $2.1M
Malaga Cove Capital, LLC 0.74% Reduce -0.8% 4,417 $2.1M
Sachetta, LLC 1.17% Reduce -58.9% 4,413 $2.1M
SilverOak Wealth Management LLC 0.33% No change 4,411 $2.1M
Hobbs Group Advisors, LLC 0.64% Reduce -7.5% 4,408 $2.1M
NavPoint Financial, Inc. 0.91% Add +57.0% 4,406 $2.1M
Drum Hill Capital, LLC 2.27% Reduce -3.4% 4,405 $2.1M
Absolute Capital Management, LLC 0.78% Add +5.8% 4,401 $2.1M
Tandem Financial, LLC 2.56% Add +0.4% 5,037 $2.1M
Evergreen Wealth Partners LLC 1.79% — 4,387 $2.1M
Littlejohn Financial Services, Inc. 1.56% Reduce -5.0% 4,384 $2.1M
Bell Investment Advisors, Inc 0.33% Reduce -0.3% 4,369 $2.1M
Rebalance, LLC 0.12% Add +8.0% 4,358 $2.1M
Whipplewood Advisors, LLC 1.35% Add +2.0% 4,355 $2.1M
Wiser Wealth Management, Inc 0.47% Add +4.2% 4,353 $2.1M
Verus Financial Partners, Inc. 0.19% Add +3.5% 4,473 $2.1M
Private Capital Advisors, Inc. 0.21% Add +2.1% 4,349 $2.1M
Koa Wealth Management, LLC 1.44% Add +36.1% 4,346 $2.1M
Yoder Wealth Management, Inc. 0.96% Add +6.3% 4,340 $2.1M
Clarion Wealth Managment Partners, LLC 1.94% Add +12.3% 4,334 $2.1M
SK Wealth Management, LLC 0.58% Reduce -0.9% 4,817 $2.1M
Eclectic Associates Inc. 0.33% Add +1.6% 4,313 $2.1M
Valued Retirements, Inc. 2.04% Reduce -1.4% 4,310 $2.1M
Armstrong, Fleming & Moore, Inc 0.96% Add +1.2% 4,307 $2.1M
Kearns & Associates LLC 1.08% No change 4,305 $2.1M
Campbell Deegan Wealth Management, LLC 1.68% Reduce -0.1% 4,305 $2.1M
Causey Wealth LLC 0.94% Add +32.9% 4,294 $2.1M
Payne Capital Management, LLC 0.66% Reduce -2.9% 4,292 $2.1M
Severin Investments, LLC 1.83% Add +7.2% 4,288 $2.1M
Strategic Financial Partners, Ltd. 0.90% Reduce -0.1% 4,282 $2.1M
Lakeshore Capital Group, Inc. 1.65% Reduce -0.3% 4,275 $2.1M
Weaver C. Barksdale & Associates, Inc. 2.17% Reduce -11.1% 4,279 $2.1M
Box Hill Private Wealth LLC 2.09% — 4,268 $2.1M
Gridiron Partners, LLC 1.18% No change 4,265 $2.1M
CMT Capital Markets Trading GmbH 1.36% Reduce -76.7% 4,260 $2.1M
Planning Center, Inc. 0.21% Reduce -0.2% 4,258 $2.1M
Impact Investors, Inc 1.43% Reduce -15.2% 4,257 $2.1M
Bayesian Capital Management, LP 4.69% Reduce -65.3% 4,235 $2.0M
CAP Partners, LLC 1.16% Reduce -0.4% 4,231 $2.0M
Gerber, LLC 1.14% No change 4,227 $2.0M
Keyes, Stange & Wooten Wealth Management, LLC 0.97% Reduce -1.8% 4,224 $2.0M
Astra Wealth Partners LLC 1.25% Add +7.8% 4,224 $2.0M
SFG Wealth Management, LLC. 0.80% Reduce -0.9% 4,222 $2.0M
Diker Management LLC 1.58% Add +25.6% 4,222 $2.0M
Next Capital Management LLC 0.65% Reduce -3.6% 4,212 $2.0M
Lakewood Asset Management LLC 1.20% No change 4,211 $2.0M
Beto Financial Group, LLC 1.37% — 4,807 $2.0M
Prospect Financial Services LLC 1.17% Reduce -5.7% 4,208 $2.0M
Hansen & Associates Financial Group, Inc. 1.11% Add +8.1% 4,919 $2.0M
Integrity Investment Advisors, LLC 1.12% Add +20.6% 4,203 $2.0M
Intercapital, LLC 1.07% — 4,200 $2.0M
Yoffe Investment Management, LLC 2.59% No change 4,200 $2.0M
Anfield Capital Management, LLC 0.64% Add +52.8% 4,198 $2.0M
Williams & Novak, LLC 1.53% Add +31.5% 4,196 $2.0M
Bernardo Wealth Planning LLC 0.39% Add +3.3% 4,194 $2.0M
American Financial Advisors, LLC 0.26% Add +0.1% 4,192 $2.0M
Hibernia Wealth Partners, LLC 0.61% Add +173.7% 4,190 $2.0M
Glass Jacobson Investment Advisors llc 0.73% Add +0.5% 4,180 $2.0M
Clearview Wealth Advisors LLC 1.28% Reduce -7.5% 4,168 $2.0M
WFA of San Diego, LLC 1.48% No change 4,164 $2.0M
O'Domhnaill Enterprises, Inc. 1.89% — 4,164 $2.0M
1620 Investment Advisors, Inc. 1.34% Reduce -1.8% 4,160 $2.0M
Alpha Zero LLC 1.10% Add +3.9% 4,159 $2.0M
Geometric Wealth Advisors 0.26% Reduce -0.7% 4,157 $2.0M
Integrity Wealth Solutions LLC 0.80% Add +0.1% 4,156 $2.0M
BayBridge Capital Group, LLC 1.24% Add +2.1% 4,151 $2.0M
Wallace Hart LLC 1.48% Reduce -6.6% 4,148 $2.0M
Haven Private, LLC 0.88% Reduce -0.2% 4,144 $2.0M
Frazier Financial Advisors, LLC 1.19% Add +3.0% 4,141 $2.0M
Prairiewood Capital, LLC 0.62% Reduce -11.7% 4,141 $2.0M
Sonoma Allocations LLC 0.66% Reduce -9.6% 4,703 $2.0M
Keystone Financial Services 0.60% Add +0.9% 4,132 $2.0M
PYA Waltman Capital, LLC 0.54% Reduce -15.2% 4,132 $2.0M
Hartmann Taylor Wealth Management, LLC 1.35% Reduce -1.5% 4,130 $2.0M
R Squared Ltd 0.93% Add +56.6% 4,126 $2.0M
Basepoint Wealth LLC 1.21% Add +6.5% 4,125 $2.0M
Wheelhouse Advisory Group LLC 0.76% Add +81.8% 4,089 $2.0M
Illumine Investment Management, LLC 1.45% Reduce -3.5% 4,120 $2.0M
Argus Investors' Counsel, Inc. 1.59% Add +2.5% 4,118 $2.0M
Norris Financial Group, LLC 0.68% Add +6.8% 4,117 $2.0M
Groesbeck Investment Management Corp. 3.76% No change 4,116 $2.0M
Ironwood Investment Management LLC 0.84% Add +0.2% 4,111 $2.0M
Cedarwood Wealth LLC 2.21% — 4,226 $2.0M
RMR Capital Management, LLC 1.43% No change 4,107 $2.0M
Cravens & Co Advisors, LLC 1.30% Reduce -3.9% 4,220 $2.0M
Pacific Capital Wealth Advisors, Inc. 0.34% Reduce -5.2% 4,104 $2.0M
DiNuzzo Private Wealth, Inc. 0.22% Add +0.4% 4,102 $2.0M
Lombard Odier Asset Management (USA) Corp 1.06% Reduce -21.8% 4,092 $2.0M
Farringdon Capital, Ltd. 0.49% New 4,087 $2.0M
Pinnbrook Capital Management LP 0.51% Reduce -87.9% 4,086 $2.0M
jvl associates llc 0.64% Reduce -3.1% 4,084 $2.0M
Spring Capital Management, LLC 1.00% No change 4,083 $2.0M
Phocas Financial Corp. 0.26% No change 4,080 $2.0M
Defined Wealth Management, LLC 1.14% Add +2.0% 4,080 $2.0M
Advocate Investing Services LLC 1.77% — 4,079 $2.0M
Thoma Capital Management LLC 1.14% Reduce -6.2% 4,078 $2.0M
Narus Financial Partners, LLC 0.54% Reduce -0.0% 4,076 $2.0M
Georgetown University 0.78% Add +0.2% 4,073 $2.0M
Tacita Capital Inc 1.14% Reduce -3.9% 4,066 $2.0M
Collaborative Wealth Managment Inc. 0.69% Add +122.6% 4,065 $2.0M
Advisory Advocates, LLC 1.95% — 4,062 $2.0M
Powell Investment Advisors, LLC 0.68% Add +0.0% 4,057 $2.0M
Integras Partners LLC 1.59% Reduce -30.6% 4,057 $2.0M
Trademark Financial Management, LLC 1.08% Reduce -3.3% 4,052 $2.0M
Crane Advisory, LLC 0.30% Add +0.9% 4,107 $2.0M
PMG Wealth Management, Inc. 1.43% Add +0.9% 4,049 $2.0M
Eq Wealth Advisors, LLC 1.15% Reduce -6.6% 4,042 $2.0M
New Vernon Investment Management LLC 1.90% No change 4,042 $2.0M
Visionary Horizons, LLC 1.01% Add +3.0% 4,040 $2.0M
SMART Wealth LLC 0.59% Reduce -17.8% 4,035 $2.0M
Driehaus Capital Management LLC 0.01% Reduce -30.9% 4,032 $1.9M
BHK Investment Advisors, LLC 0.64% Add +39.1% 4,020 $1.9M
Columbia River Financial Group, LLC 1.19% Add +0.1% 4,012 $1.9M
Omnitrust Wealth Management, Inc 2.47% — 4,011 $1.9M
Hardin Capital Partners, LLC 0.92% Add +25.4% 4,009 $1.9M
William B. Walkup & Associates, Inc. 1.06% No change 4,001 $1.9M
First Wilshire Securities Management Inc. 0.49% No change 4,000 $1.9M
Dale Q Rice Investment Management Ltd 1.39% Reduce -0.3% 3,998 $1.9M
Marotta Asset Management 0.36% Reduce -10.0% 3,995 $1.9M
Client First Investment Management LLC 1.01% Reduce -9.2% 3,995 $1.9M
Santori & Peters, Inc. 0.66% Add +0.5% 3,987 $1.9M
Ark Wealth Advisors LLC 2.07% — 3,984 $1.9M
Noble Family Wealth, LLC 0.41% Add +8.9% 3,981 $1.9M
ORBA Wealth Advisors, L.L.C. 1.67% Reduce -14.4% 3,977 $1.9M
Calder Financial LLC 1.88% — 3,968 $1.9M
Fosun International Ltd 0.48% Reduce -27.5% 3,950 $1.9M
Mayfair Advisory Group, LLC 0.74% Reduce -5.5% 4,036 $1.9M
Sierra Ocean, LLC 1.58% Reduce -6.9% 3,941 $1.9M
Trinity Financial Advisors LLC 0.53% Reduce -13.3% 3,938 $1.9M
Lane Brothers & Co. Inc. 1.38% — 3,936 $1.9M
Financial Network Wealth Advisors LLC 1.98% Add +3.5% 3,932 $1.9M
Baer Investment Advisory LLC 2.65% Reduce -5.9% 3,930 $1.9M
Yukon Wealth Management, Inc. 1.09% Reduce -77.3% 4,582 $1.9M
Muirfield Wealth Advisors LLC 1.39% Reduce -14.1% 3,923 $1.9M
Silver Oak Advisory Group, Inc. 0.86% Reduce -18.8% 3,923 $1.9M
Austin Wealth Management, LLC 0.28% Add +5.2% 3,967 $1.9M
Godfrey Financial Associates, Inc. 1.64% — 3,919 $1.9M
Guidance Point Advisors, LLC 0.45% Reduce -2.5% 3,914 $1.9M
Capital Square, LLC 0.97% Reduce -5.7% 3,914 $1.9M
VestGen Investment Management 1.05% Add +29.6% 3,913 $1.9M
Lord & Richards Wealth Management, LLC 1.62% Reduce -20.6% 3,906 $1.9M
ASL Financial, LLC 1.48% — 3,903 $1.9M
Grove Street Fiduciary, LLC 0.79% Reduce -6.3% 3,903 $1.9M
Define Financial, LLC 1.07% Reduce -3.9% 3,902 $1.9M
WJ Wealth Management, LLC 0.83% Reduce -1.9% 3,901 $1.9M
Strategic Equity Management 0.64% No change 3,891 $1.9M
Portfolio Strategies, Inc. 0.22% Reduce -1.0% 3,884 $1.9M
McNaughton Wealth Management, LLC 0.77% Add +7.1% 3,868 $1.9M
Dogwood Wealth Management LLC 0.82% Reduce -20.8% 3,863 $1.9M
Sentinel Pension Advisors, LLC 0.29% Add +3.3% 3,861 $1.9M
Private Wealth Management Group, LLC 0.50% Reduce -1.0% 3,860 $1.9M
Odyssey Capital Advisors, Inc. 1.66% — 3,856 $1.9M
SPG Advisors LLC 19.10% Reduce -0.4% 3,841 $1.9M
Creative Capital Management Investments LLC 0.56% Reduce -1.7% 3,839 $1.9M
Independence Wealth Advisors, LLC 1.04% — 3,838 $1.9M
Hurlow Wealth Management Group, Inc. 0.45% Reduce -4.3% 3,837 $1.9M
Greenhouse Wealth Management, LLC 1.10% Add +0.1% 3,834 $1.9M
Maimon Wealth Management LTD. 1.72% — 3,826 $1.9M
Everstar Asset Management, LLC 0.99% Add +1.9% 3,822 $1.8M
Barnes Dennig Private Wealth Management LLC 1.86% Reduce -10.8% 3,822 $1.8M
Horizon Bancorp Inc. 0.90% Reduce -3.7% 3,821 $1.8M
Blossom Wealth Management 3.05% Add +0.1% 3,821 $1.8M
JMG Financial Group, Ltd. 0.05% Reduce -30.4% 3,820 $1.8M
Smith Partners Wealth Management, LLC 1.70% — 3,816 $1.8M
Caitlin John, LLC 1.21% Add +105.3% 3,814 $1.8M
BankChampaign, National Association 1.82% — 3,813 $1.8M
Towerpoint Wealth, LLC 0.73% Reduce -3.5% 3,812 $1.8M
Madrid Wealth Management, LLC 1.50% — 3,811 $1.8M
Mountain Capital Investment Advisors Inc. 0.30% Add +0.1% 3,952 $1.8M
Sage Advisors, LLC 1.22% Add +1.4% 3,808 $1.8M
Old Peak Finance LLC 1.14% — 3,807 $1.8M
Saxony Capital Management, LLC 1.13% Add +0.6% 3,807 $1.8M
Stordahl Capital Management, Inc. 0.38% Reduce -7.1% 3,803 $1.8M
Winebrenner Capital Management LLC 1.23% Reduce -1.5% 3,802 $1.8M
WealthSpring Partners, LLC 1.88% — 3,801 $1.8M
Intelligent Financial Strategies 0.88% Reduce -0.8% 3,783 $1.8M
Keener Financial Planning LLC 0.79% Add +25.7% 3,778 $1.8M
Vermillion & White Wealth Management Group, LLC 0.99% Add +6.5% 3,815 $1.8M
Rodgers & Associates, LTD 0.18% Reduce -0.1% 3,775 $1.8M
Livet Wealth, LLC 1.12% — 3,772 $1.8M
Capula Management Ltd 0.01% Reduce -85.3% 3,771 $1.8M
Keb Asset Management, LLC 0.37% Add +11.3% 3,768 $1.8M
Compass Wealth Management, LLC 0.75% Add +0.3% 3,768 $1.8M
Artesa Financial Group, LLC 1.87% — 3,767 $1.8M
Ankerstar Wealth, LLC 1.81% — 3,763 $1.8M
Oregon Pacific Wealth Management, LLC 1.88% Reduce -73.0% 3,762 $1.8M
Tenon Financial LLC 0.77% Add +0.7% 3,761 $1.8M
Pursuit Wealth Strategies, LLC 2.55% — 3,756 $1.8M
Vista Investment Management 0.60% Add +0.0% 3,747 $1.8M
Tru Independence Asset Management 2, LLC 1.13% No change 3,747 $1.8M
JBR Co Financial Management Inc 0.76% Reduce -2.1% 3,744 $1.8M
Spectrum Wealth Advisory Group, LLC 0.66% Add +0.9% 3,738 $1.8M
New England Asset Management Inc. 0.24% No change 3,725 $1.8M
Paladin Advisory Group, LLC 1.31% Add +2.7% 3,719 $1.8M
Demars Financial Group, LLC 0.60% Add +0.9% 3,713 $1.8M
HighMark Wealth Management LLC 0.73% Add +0.9% 3,710 $1.8M
Sequent Planning LLC 0.46% Reduce -37.3% 3,708 $1.8M
Global Trust Wealth Management LLC 1.33% — 3,707 $1.8M
Gardner Russo & Quinn 0.02% Add +5.7% 3,705 $1.8M
Avant Financial Advisors LLC 1.29% Add +0.1% 3,702 $1.8M
Tepp RIA, LLC 1.77% Add +19.4% 3,699 $1.8M
Integrated Capital Management, LLC 0.77% Add +0.1% 3,692 $1.8M
Systematic Financial Management LP 0.04% No change 3,685 $1.8M
Value Investment Professionals, LLC 1.87% — 3,682 $1.8M
Range Financial Group LLC 0.62% Add +13.1% 3,676 $1.8M
ACT Advisors, LLC. 0.70% Reduce -0.2% 3,669 $1.8M
Intelligence Driven Advisers, LLC 0.25% Reduce -11.1% 3,645 $1.8M
Good Steward Wealth Advisors,LLC 1.16% Reduce -4.7% 3,642 $1.8M
Apex Wealth Management, LLC 1.79% Reduce -33.4% 3,828 $1.8M
Pingora Partners LLC 1.08% Reduce -0.9% 3,635 $1.8M
Ares Financial Consulting, LLC 1.67% — 3,632 $1.8M
Legacies Wealth LLC 0.99% Reduce -4.3% 3,631 $1.8M
Clarity Wealth Development LLC 1.49% Reduce -0.9% 3,630 $1.8M
Gibson Capital, LLC 0.32% Add +9.3% 3,627 $1.8M
Yeomans Consulting Group, Inc. 0.51% Reduce -2.1% 3,615 $1.7M
AAF Wealth Management, LLC 0.74% Add +50.9% 3,615 $1.7M
Turning Point Benefit Group, Inc. 0.91% Add +17.8% 3,614 $1.7M
Deseret Mutual Benefit Administrators 0.74% No change 3,611 $1.7M
Ogorek Anthony Joseph /NY/ 0.48% Reduce -7.6% 3,608 $1.7M
Post Resch Tallon Group Inc. 1.47% Add +9.8% 3,608 $1.7M
OmniStar Financial Group, Inc. 1.02% Add +20.3% 3,604 $1.7M
Norman Fields, Gottscho Capital Management, LLC 0.56% No change 3,604 $1.7M
Pin Oak Investment Advisors Inc. 1.22% Add +5.5% 4,337 $1.7M
Intergy Private Wealth, LLC 0.52% Add +16.3% 3,584 $1.7M
Covestor Ltd 0.91% Add +2.0% 3,575 $1.7M
Fulcrum Equity Management 1.65% Add +272.4% 3,568 $1.7M
Motiv8 Investments LLC 0.94% Reduce -3.6% 3,565 $1.7M
Kuhn & Co Investment Counsel 1.15% Add +8.9% 3,563 $1.7M
Gaddis Premier Wealth Advisors LLC 1.31% — 3,558 $1.7M
Asempa Wealth Advisors 1.48% — 3,547 $1.7M
Corecam AG 1.72% — 3,544 $1.7M
Opus Capital Group, LLC 0.19% Add +1.5% 3,540 $1.7M
WealthPoint Financial, LLC 1.49% — 3,533 $1.7M
Sykon Capital LLC 0.55% Add +6.0% 3,528 $1.7M
Blueshift Asset Management, LLC 0.49% New 3,527 $1.7M
Coign Capital Advisors LLC 0.89% Add +12.6% 3,527 $1.7M
Tableaux LLC 1.21% Reduce -43.2% 3,496 $1.7M
Whitaker-Myers Wealth Managers, LTD. 0.36% Add +8.8% 3,523 $1.7M
Virtus Investment Advisers, LLC 0.46% Reduce -1.4% 3,519 $1.7M
AMG Asset Management Group, Inc. 5.48% — 3,518 $1.7M
Veridan Wealth LLC 0.57% Add +0.3% 3,518 $1.7M
Zeit Capital LLC 1.15% No change 3,517 $1.7M
Christensen, King & Associates Investment Services, Inc. 0.72% Reduce -4.3% 3,509 $1.7M
Kooman & Associates 0.50% Reduce -2.6% 3,505 $1.7M
Gross & Hartman Investments LLC 0.96% — 3,498 $1.7M
Cambridge Financial Group, LLC 0.59% Add +9.6% 3,849 $1.7M
Prism Planning Partners LLC 1.89% — 3,488 $1.7M
Wright Wealth LLC 1.10% — 3,478 $1.7M
Croban 0.81% Reduce -1.7% 3,473 $1.7M
Plan Group Financial, LLC 0.44% Reduce -27.7% 3,468 $1.7M
Lionsbridge Wealth Management LLC 1.70% Reduce -0.5% 3,467 $1.7M
Elite Life Management LLC 2.71% Add +18.4% 4,168 $1.7M
1015 Capital Partners, LLC 1.64% — 3,455 $1.7M
Carroll Advisory Group, LLC 0.72% — 3,446 $1.7M
Ferguson Shapiro LLC 0.51% Add +0.4% 3,445 $1.7M
Ackerman Capital Advisors, LLC 0.33% No change 3,444 $1.7M
Barnes Wealth Management Group, Inc 0.89% Add +2.9% 3,442 $1.7M
Gray Private Wealth, LLC 0.81% Add +2.8% 3,441 $1.7M
Brand Asset Management Group, Inc. 0.47% Add +5.1% 3,440 $1.7M
Bay Capital Advisors, LLC 1.01% Add +1.8% 3,438 $1.7M
Seed Wealth Management, Inc. 1.15% Reduce -18.9% 3,437 $1.7M
Gouws Capital LLC 0.88% Reduce -5.6% 3,434 $1.7M
Michael Brady & Co., LLC 1.66% — 3,431 $1.7M
Tranquilli Financial Advisor LLC 0.96% Add +2.7% 3,426 $1.7M
IMPACTfolio, LLC 0.69% No change 3,422 $1.7M
Elevated Financial Group LLC 0.57% — 3,420 $1.7M
Silver Coast Investments LLC 0.57% Reduce -0.0% 3,419 $1.7M
Wallace Capital Management Inc. 0.20% Add +4.9% 3,417 $1.7M
Magnolia Wealth Management, LLC 0.99% Add +10.7% 3,412 $1.6M
FMB Wealth Management 0.65% Add +0.0% 3,406 $1.6M
Edge Financial Advisors LLC 0.69% Reduce -3.7% 3,404 $1.6M
Sterling Financial Planning, Inc. 0.50% Reduce -0.4% 3,400 $1.6M
Buckland Partners Management Co LLC 0.91% — 3,400 $1.6M
Presilium Private Wealth, LLC 0.30% Reduce -2.7% 3,396 $1.6M
Edgewood Management LLC 0.01% No change 3,394 $1.6M
Earnest Partners LLC 0.01% Reduce -1.2% 3,394 $1.6M
LifePlan Investment Advisors, Inc. 0.67% Add +12.6% 3,391 $1.6M
Chatterton & Associates Inc. 1.40% — 3,386 $1.6M
Bayshore Asset Management, LLC 0.67% Add +0.6% 3,384 $1.6M
Tucker Asset Management LLC 0.48% Reduce -0.3% 3,378 $1.6M
North Capital, Inc. 1.40% Reduce -4.2% 3,369 $1.6M
Cannon Capital Management, Inc. 1.43% — 3,368 $1.6M
Lifestyle Asset Management, Inc. 0.53% Reduce -2.1% 3,367 $1.6M
Red Reef Advisors LLC 1.65% — 3,357 $1.6M
Benchmark Financial, LLC 1.62% — 3,357 $1.6M
Howard Wealth Management, LLC 0.71% Reduce -1.8% 3,355 $1.6M
Foundation Wealth Management, LLC 1.12% Reduce -2.8% 3,351 $1.6M
CBIZ Investment Advisory Services, LLC 0.06% Add +41.6% 3,350 $1.6M
Vanguard Capital Wealth Advisors 1.30% Add +3.2% 3,347 $1.6M
Kurv Investment Management LLC 2.02% — 3,344 $1.6M
Slocum, Gordon & Co LLP 1.17% Reduce -2.9% 3,341 $1.6M
Pitti Group Wealth Management, LLC 1.33% Add +1.6% 3,338 $1.6M
Lifelong Wealth Advisors, Inc. 0.43% Add +10.2% 3,335 $1.6M
Ofc Financial Planning, LLC 1.53% No change 3,334 $1.6M
Sandler Capital Management 0.73% Reduce -36.0% 3,333 $1.6M
Brown Financial Advisory 0.81% Add +1.5% 3,330 $1.6M
J.M. Arbour, LLC 1.61% — 3,329 $1.6M
G2 Capital Management, LLC / Oh 0.39% Add +10.2% 3,329 $1.6M
Sharp Wealth Advisory, LLC 0.81% Reduce -1.7% 3,321 $1.6M
Holland Advisory Services, Inc. 2.17% Add +0.1% 3,320 $1.6M
Nova R Wealth, Inc. 0.58% Reduce -14.3% 3,310 $1.6M
Fortress Financial Group, LLC 1.18% Reduce -0.1% 3,308 $1.6M
Emergent Wealth Advisors, LLC 0.90% Add +8.4% 3,305 $1.6M
Davies Financial Advisors, Inc. 2.95% Reduce -57.3% 3,300 $1.6M
RHS Financial, LLC 0.78% Reduce -5.2% 3,298 $1.6M
Armbruster Capital Management, Inc. 0.27% No change 3,295 $1.6M
Robinson Smith Wealth Advisors LLC 1.09% Reduce -10.3% 3,294 $1.6M
Financial Harvest, LLC 0.98% Add +7.2% 3,291 $1.6M
James Reed Financial Services, Inc. 1.28% Add +1.7% 3,290 $1.6M
Aufman Associates Inc 0.81% Reduce -0.5% 3,287 $1.6M
Alpha Advisors, LLC 1.22% Reduce -0.8% 3,284 $1.6M
Dakota Community Bank & Trust NA 5.44% Add +8.4% 3,279 $1.6M
Weil Company, Inc. 0.36% Reduce -3.0% 3,266 $1.6M
Kendall Capital Management 0.33% Add +42.6% 3,260 $1.6M
Global Wealth Strategies & Associates 0.39% Add +1.5% 3,256 $1.6M
Sightline Wealth Advisors, LLC 0.67% Reduce -0.7% 3,256 $1.6M
KilterHowling LLC 0.80% Add +4.0% 3,255 $1.6M
Avid Wealth Partners LLC 0.77% Reduce -0.9% 3,253 $1.6M
McClarren Financial Advisors, Inc. 0.94% Reduce -27.9% 3,483 $1.6M
Greenland Capital Management LP 0.25% Reduce -90.8% 3,250 $1.6M
Lynch Investment Planning, LLC 1.50% — 3,245 $1.6M
Cornercap Investment Counsel Inc. 0.77% Reduce -1.3% 3,244 $1.6M
Ethos Capital Management, Inc. 1.48% — 3,242 $1.6M
Passumpsic Savings Bank 0.86% — 3,241 $1.6M
LGT Financial Advisors LLC 9.60% No change 3,240 $1.6M
Tanglewood Legacy Advisors, LLC 0.59% Reduce -4.8% 3,239 $1.6M
Ridgepath Capital Management LLC 0.72% No change 3,023 $1.6M
Wealth Forward, LLC 0.88% Add +31.9% 3,232 $1.6M
Granite FO LLC 0.83% No change 3,232 $1.6M
Seven Springs Wealth Group, LLC 0.46% Add +0.2% 3,231 $1.6M
Meramec Financial Planners, LLC 0.61% — 3,894 $1.6M
Red Tortoise LLC 0.67% Reduce -26.4% 3,221 $1.6M
Brogan Financial, Inc. 0.68% Reduce -4.3% 3,217 $1.6M
Forthright Family Wealth Advisory LLC 0.98% Reduce -7.0% 3,216 $1.6M
Flower City Capital 0.79% Add +0.1% 3,212 $1.6M
Arkos Global Advisors 0.20% Reduce -51.0% 3,210 $1.6M
Cedrus Wealth Group LLC 1.43% — 3,207 $1.6M
Split Rock Private Trading & Wealth Management, LLC 1.24% — 3,203 $1.5M
REDW Wealth LLC 0.59% Reduce -3.4% 3,203 $1.5M
Reyes Financial Architecture, Inc. 0.94% Add +0.9% 3,202 $1.5M
Warner Financial, Inc. 0.54% Add +12.6% 3,200 $1.5M
Dala Group, LLC 1.34% — 3,197 $1.5M
Continental Investors Services, Inc. 1.99% Add +4.7% 3,586 $1.5M
25 LLC 0.49% Add +3.6% 3,190 $1.5M
MBE Wealth Management, LLC 0.65% Add +1.5% 3,189 $1.5M
BostonPremier Wealth LLC 0.79% Add +5.0% 3,186 $1.5M
Nova Wealth Management, Inc. 1.06% Reduce -4.3% 3,184 $1.5M
Hirtle & Co., LLC 0.06% Add +60.0% 3,184 $1.5M
Sprinkle Financial Consultants LLC 0.78% Add +0.2% 3,184 $1.5M
Sage Investment Counsel LLC 1.69% Reduce -3.2% 3,176 $1.5M
Panoramic Investment Advisors, LLC 0.83% Reduce -7.3% 3,176 $1.5M
Seneca Financial Advisors LLC 0.47% Reduce -8.3% 3,175 $1.5M
Tidemark, LLC 0.43% Add +5.8% 3,165 $1.5M
Financial Guidance Group, Inc. 0.63% Add +6.9% 3,165 $1.5M
USAdvisors Wealth Management, LLC 0.50% Add +0.7% 3,163 $1.5M
Arbor Wealth Advisors LLC 1.09% No change 3,163 $1.5M
ODonnell Financial Services, LLC 0.52% Reduce -0.2% 3,162 $1.5M
Paladin Partners, LLC 1.14% — 3,160 $1.5M
Alpha Financial Partners LLC 0.93% Add +4.6% 3,154 $1.5M
Maseco LLP 0.07% New 3,154 $1.5M
Fortune 45 LLC 0.73% Add +2.5% 3,220 $1.5M
Osbon Capital Management LLC 1.42% — 3,146 $1.5M
Plum Street Advisors, LLC 0.54% Add +1.6% 3,143 $1.5M
Morris Financial Concepts, Inc. 0.53% Add +0.3% 3,143 $1.5M
AlphaGrep UK Ltd 0.51% — 3,138 $1.5M
Welch Capital Partners LLC 0.30% No change 3,137 $1.5M
True Link Financial Advisors, LLC 0.09% Add +34.9% 3,134 $1.5M
Coastline Complete Wealth LLC 0.95% — 3,134 $1.5M
Corus Family Wealth Advisors 1.20% Add +8.3% 3,121 $1.5M
BlueStem Wealth Partners, LLC 0.17% Add +5.8% 3,119 $1.5M
Tandem Wealth Advisors LLC 0.67% Add +18.1% 3,104 $1.5M
Insight 2811, Inc. 0.66% Reduce -9.2% 3,102 $1.5M
Ionic Capital Management LLC 1.74% New 3,100 $1.5M
Hopwood Nicholas Hunter 0.49% — 3,099 $1.5M
Johnson Wealth Management, LLC 0.75% Add +6.0% 3,098 $1.5M
Capital Wealth Alliance, LLC 0.64% Add +50.6% 3,618 $1.5M
Bonfire Financial 1.12% Add +1.6% 3,089 $1.5M
Dedeker Financial LLC 1.34% — 3,086 $1.5M
BLVD Private Wealth, LLC 1.30% Reduce -2.6% 3,086 $1.5M
Unify Financial Advisors 1.56% — 3,082 $1.5M
WMS Group LLC 1.90% — 3,086 $1.5M
Kondo Wealth Advisors, Inc. 0.57% Reduce -0.1% 3,073 $1.5M
Themes Management Co LLC 1.18% — 3,070 $1.5M
Trinity Wealth Management, LLC 0.55% Reduce -5.0% 3,069 $1.5M
Clear Investment Research, LLC 2.46% Reduce -27.6% 3,064 $1.5M
Northwest Capital Management Inc 6.42% Reduce -76.8% 3,062 $1.5M
Westwood Wealth Management 1.11% Reduce -87.7% 3,057 $1.5M
Lionshead Wealth Management, LLC 1.11% Add +2.6% 3,057 $1.5M
WPWealth LLP 0.23% Add +12.3% 3,054 $1.5M
Clark & Stuart, Inc 1.02% No change 3,052 $1.5M
ATX Financial Planning, LLC 1.14% — 3,050 $1.5M
Future Fund LLC 0.47% Reduce -24.3% 3,048 $1.5M
Vision Financial Markets LLC 1.50% Add +2.0% 3,043 $1.5M
XY Planning Network, Inc. 0.26% Add +73.0% 3,034 $1.5M
Wealthgarden F.S. LLC 0.97% Reduce -0.5% 3,119 $1.5M
Basso Capital Management, L.P. 0.87% Add +20.4% 3,031 $1.5M
Single Point Partners, LLC 0.29% Reduce -5.7% 3,029 $1.5M
Torren Management, LLC 0.75% — 3,029 $1.5M
Stewardship Advisors, LLC 0.34% Add +19.5% 3,027 $1.5M
Kraematon Investment Advisors, Inc. 1.17% Add +0.6% 3,026 $1.5M
Core Wealth Advisors, Inc. 0.38% Reduce -7.9% 3,024 $1.5M
Uhlmann Price Securities, LLC 0.87% No change 3,019 $1.5M
Awm Capital, LLC 0.13% Add +1.2% 3,020 $1.5M
Lutz Financial Services LLC 0.10% Reduce -3.3% 3,017 $1.5M
Blankinship & Foster, LLC 0.31% Reduce -0.1% 3,008 $1.5M
Valtrion Capital Management, LLC 1.45% Add +12.3% 3,006 $1.5M
Castlekeep Investment Advisors LLC 0.66% Add +8.3% 3,002 $1.5M
Cordoba Advisory Partners LLC 0.36% — 3,000 $1.5M
De Lisle Partners LLP 0.19% No change 3,000 $1.5M
Gentry Private Wealth, LLC 0.91% Add +16.9% 2,995 $1.4M
SwitchPoint Financial Planning, LLC 1.01% Add +5.0% 2,992 $1.4M
Sage Investment Advisers LLC 1.08% — 2,987 $1.4M
Bedminster, LLC 1.32% — 2,979 $1.4M
Serenity Investment Advisors 0.84% — 3,014 $1.4M
Hyposwiss Advisors SA 1.41% — 2,979 $1.4M
Alliance Private Wealth, LLC 0.50% — 3,502 $1.4M
Golden Road Advisors LLC 0.82% Reduce -12.4% 2,975 $1.4M
NBZ Investment Advisors LLC 0.63% Reduce -21.8% 2,966 $1.4M
Austin Asset Management Co Inc 0.25% Reduce -0.2% 2,964 $1.4M
Larry Mathis Financial Planning, LLC 1.26% — 2,953 $1.4M
Tower Wealth Partners, Inc. 0.78% Reduce -0.8% 2,948 $1.4M
R. W. Roge & Company, Inc. 0.70% Add +7.4% 2,947 $1.4M
Parker Financial LLC 0.58% Add +0.1% 2,940 $1.4M
Ehrenkranz Partners L.P. 1.61% Add +292.7% 2,945 $1.4M
Schwartz Investment Counsel Inc. 0.05% Reduce -3.3% 2,945 $1.4M
denkapparat Operations GmbH 0.77% Add +13.8% 2,942 $1.4M
Diesslin Group, Inc. 0.57% — 2,939 $1.4M
Blake Schutter Theil Wealth Advisors, LLC 1.17% Add +0.5% 2,936 $1.4M
Beckerman Institutional, LLC 0.80% Add +0.0% 2,929 $1.4M
Saudi Central Bank 0.05% Add +0.2% 2,921 $1.4M
Leslie Global Wealth, LLC 0.64% Reduce -3.8% 2,920 $1.4M
Michels Family Financial, LLC 1.04% Add +19.1% 2,918 $1.4M
Second Half Financial Partners, LLC 0.63% Add +0.9% 2,913 $1.4M
JHP Wealth Management, LLC 1.36% — 2,913 $1.4M
Avise Financial Cooperative, Inc. 1.28% — 2,911 $1.4M
Breachway Investments LLC 1.48% — 2,911 $1.4M
Heartland Advisors Inc. 0.08% No change 2,910 $1.4M
Dorato Capital Management 1.05% — 3,061 $1.4M
GGM Financial LLC 0.68% Reduce -2.1% 2,905 $1.4M
Joseph P. Lucia & Associates, LLC 0.51% Add +0.1% 2,904 $1.4M
Gallacher Capital Management LLC 0.54% Reduce -0.9% 2,900 $1.4M
Jones Road Capital Management, L.P. 4.13% No change 2,900 $1.4M
Harvest Investment Advisors, LLC 0.79% Add +2.7% 2,896 $1.4M
Equita Financial Network, Inc. 0.42% Add +1.6% 2,894 $1.4M
Peirce Capital Management, LLC 0.56% New 2,885 $1.4M
Planning Directions Inc. 0.70% Reduce -1.6% 2,885 $1.4M
Fiscal Wisdom Wealth Management, LLC 1.31% Reduce -1.9% 2,884 $1.4M
OMNI 360 Wealth, Inc. 0.71% Reduce -3.1% 3,031 $1.4M
Cairn Investment Group, Inc. 0.66% Reduce -1.7% 2,873 $1.4M
Innovative Wealth Building LLC 1.01% Add +3.8% 2,870 $1.4M
Flywheel Private Wealth LLC 0.87% Reduce -3.4% 2,865 $1.4M
Optima Capital LLC 0.60% Reduce -1.4% 2,864 $1.4M
Cyr Financial Inc. 0.86% Add +3.7% 2,860 $1.4M
Good Harbor Advisors, Inc. 1.61% — 2,860 $1.4M
Able Wealth Management LLC 0.44% Add +1.7% 2,899 $1.4M
Retirement Planning Group, LLC / NY 0.94% Reduce -5.1% 2,859 $1.4M
One Plus One Wealth Management, LLC 0.64% Reduce -6.5% 2,855 $1.4M
Bear Mountain Capital, Inc. 0.45% Reduce -4.3% 3,021 $1.4M
Defender Capital, LLC. 0.45% New 2,850 $1.4M
Platform Wealth Management, LLC 0.37% — 2,842 $1.4M
Opus Financial Solutions LLC 1.30% — 2,839 $1.4M
Asset Allocation & Management Company, LLC 0.55% No change 2,840 $1.4M
Arlington Capital Management, Inc. 0.84% Reduce -2.7% 2,837 $1.4M
Conservest Capital Advisors, Inc. 0.12% Add +6.5% 2,833 $1.4M
Brightwater Advisory LLC 0.93% Reduce -0.3% 2,832 $1.4M
West Financial Advisors, LLC 0.23% Reduce -20.6% 2,829 $1.4M
Wealth Advisors Northwest LLC 0.61% Reduce -9.1% 2,823 $1.4M
Ballew Advisors, Inc 0.77% Add +0.7% 2,899 $1.4M
One Wealth Map LLC 0.69% Add +8.0% 3,222 $1.4M
Soundwatch Capital LLC 0.21% Reduce -3.9% 2,820 $1.4M
Alaska Wealth Advisors, LLC 0.17% Add +6.5% 2,818 $1.4M
21 West Wealth Management LLC 1.24% Reduce -1.2% 2,808 $1.4M
Tilson Financial Group, Inc. 0.42% Reduce -0.1% 2,807 $1.4M
Kassira Wealth Management LLC 1.29% Add +14.7% 2,806 $1.4M
Richwood Investment Advisors, LLC 0.97% Reduce -2.6% 3,382 $1.4M
Financial Enhancement Group LLC 0.18% Add +1.2% 3,051 $1.4M
Bantamac Capital, LLC 0.96% No change 2,800 $1.4M
Signature Resources Capital Management, LLC 0.68% Add +2.5% 2,799 $1.4M
Entelevest, LLC 1.40% — 2,797 $1.4M
PeakShares LLC 1.32% — 2,789 $1.3M
Seaside Wealth Management, Inc. 0.38% Reduce -4.0% 2,788 $1.3M
A4 Wealth Advisors LLC 1.17% Reduce -39.5% 2,787 $1.3M
Jmac Enterprises LLC 0.26% No change 2,786 $1.3M
Pollock Investment Advisors, LLC 0.99% Reduce -0.9% 2,780 $1.3M
Main Line Retirement Advisors, LLC 0.68% Add +0.1% 2,778 $1.3M
ASO GROUP Ltd 0.52% — 2,776 $1.3M
Stegent Equity Advisors, Inc. 1.04% Reduce -3.1% 2,772 $1.3M
Instrumental Wealth, LLC 0.80% Reduce -5.2% 3,335 $1.3M
Penobscot Wealth Management 0.41% Add +3.4% 2,769 $1.3M
Cushing Capital Partners, LLC 0.99% Reduce -5.7% 2,766 $1.3M
Echo Wealth Management, LLC 0.78% Reduce -10.7% 2,764 $1.3M
Philip James Wealth Mangement, LLC 0.16% Add +3.6% 2,760 $1.3M
Lavelle Capital LP 0.84% — 2,753 $1.3M
Family Legacy Financial Solutions, LLC 1.03% Add +7.1% 2,750 $1.3M
Bramshill Investments, LLC 0.08% Reduce -54.2% 2,750 $1.3M
Copley Financial Group, Inc. 0.82% Reduce -1.8% 2,748 $1.3M
Presidio Capital Management, LLC 0.40% Add +6.5% 2,746 $1.3M
Seros Financial, LLC 0.78% Add +4.2% 2,741 $1.3M
FFG Partners, LLC 0.38% Add +0.2% 2,740 $1.3M
Blue Jean Financial LLC 1.08% — 2,740 $1.3M
Dean Investment Associates, LLC 0.19% Reduce -1.6% 2,739 $1.3M
Camelot Portfolios, LLC 0.82% Reduce -1.2% 2,734 $1.3M
Waterford Advisors, LLC 0.52% Reduce -3.0% 2,730 $1.3M
Cornerstone Advisors Asset Management, LLC 0.21% Add +91.2% 2,719 $1.3M
American Capital Advisory, LLC 0.57% Reduce -0.7% 2,718 $1.3M
GuidedMoney, LLC 0.70% — 2,716 $1.3M
Epiq Partners, LLC 0.63% No change 2,716 $1.3M
WorthPointe, LLC 0.34% Add +6.9% 2,715 $1.3M
Northwest Quadrant Wealth Management, LLC 0.27% Add +0.2% 2,712 $1.3M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.20% No change 2,710 $1.3M
Matrix Private Capital Group LLC 0.66% Add +17.3% 2,709 $1.3M
GreatBanc Trust CO 0.92% No change 2,707 $1.3M
Chris Bulman Inc 0.58% Add +10.0% 2,700 $1.3M
Ipsen Advisor Group LLC 0.93% Reduce -2.3% 2,700 $1.3M
Rexford Capital Inc. 0.99% Add +1.3% 2,699 $1.3M
Boulder Wealth Advisors, LLC 0.55% Add +2.8% 2,698 $1.3M
Decision Investments, Inc. 1.43% — 2,695 $1.3M
Provident Living Financial Services, Inc. 1.28% — 2,688 $1.3M
Bright Futures Wealth Management, LLC. 0.97% Add +2.7% 2,678 $1.3M
Vestia Personal Wealth Advisors 0.66% Add +1.3% 2,913 $1.3M
Burk Holdings LLC 0.62% Add +21.9% 2,670 $1.3M
TSA Wealth Managment LLC 0.43% Reduce -3.1% 2,665 $1.3M
Oberweis Asset Management Inc./ 0.05% No change 2,665 $1.3M
Hiley Hunt Wealth Management 0.58% Reduce -1.0% 2,663 $1.3M
Moneywise, Inc. 0.53% Reduce -13.9% 2,659 $1.3M
Portland Investment Counsel Inc. 0.39% No change 2,637 $1.3M
Lauterbach Financial Advisors, LLC 0.63% Add +17.9% 2,655 $1.3M
Quaker Wealth Management, LLC 0.41% Add +2.3% 2,654 $1.3M
SWS Partners 0.31% Add +1.0% 2,650 $1.3M
Quartz Partners, LLC 0.48% Reduce -62.4% 2,644 $1.3M
Terril Brothers, Inc. 0.34% Add +0.8% 2,643 $1.3M
Colorado Capital Management, Inc. 0.48% Reduce -8.7% 2,634 $1.3M
Marshall & Sterling Wealth Advisors Inc. 0.84% Reduce -18.9% 2,630 $1.3M
Melfa Wealth Management, Inc. 0.73% Reduce -0.2% 2,623 $1.3M
Randall & Associates Wealth Management 0.88% Add +35.8% 2,623 $1.3M
FFT Wealth Management LLC 0.24% Reduce -0.8% 2,622 $1.3M
Retirement Wealth Solutions LLC 0.80% Reduce -0.3% 2,620 $1.3M
Cadia Private Client LLC 1.00% — 2,617 $1.3M
Swmg, LLC 0.35% Reduce -11.4% 3,151 $1.3M
Independence Financial Advisors, LLC 0.35% Add +0.5% 2,613 $1.3M
TAGStone Capital, Inc. 0.47% Add +11.1% 2,608 $1.3M
FORM Wealth Advisors, LLC 0.15% — 2,607 $1.3M
WealthCare Asset Management, LLC 1.16% — 2,425 $1.3M
Belleair Asset Management, LLC 1.20% — 2,606 $1.3M
Glaxis Capital Management, LLC 2.15% Reduce -27.8% 2,600 $1.3M
Avaii Wealth Management, LLC 0.46% Reduce -1.6% 2,600 $1.3M
WJ Financial Advisors LLC 1.12% Add +2.4% 2,598 $1.3M
Partners in Financial Planning 0.21% Add +0.9% 2,593 $1.3M
HFG Advisors, Inc. 0.91% Add +51.6% 2,589 $1.3M
Serenus Wealth Advisors, LLC 0.24% Add +1.6% 2,588 $1.3M
Wealth Group Ltd 0.28% Add +9.6% 2,585 $1.2M
Burkett Asset Management Ltd 1.26% — 2,581 $1.2M
marrick wealth, LLC 1.02% — 2,580 $1.2M
TPG Financial Advisors, LLC 0.42% Add +6.6% 2,579 $1.2M
Dopkins Wealth Management, LLC 0.51% No change 2,569 $1.2M
Reliant Investment Management, LLC 0.50% Reduce -3.5% 2,566 $1.2M
Safe Harbor Family Capital, LLC 1.09% — 2,562 $1.2M
Rubicon Advisors, GP 1.17% — 2,561 $1.2M
Sensible Money, LLC 0.40% Reduce -1.9% 2,558 $1.2M
Kaufman Rossin Wealth, LLC 0.64% Reduce -6.7% 2,555 $1.2M
Winslow Asset Management Inc. 0.23% Reduce -0.9% 2,551 $1.2M
Alternative Investment Advisors, LLC. 0.53% Add +1.1% 2,548 $1.2M
Marathon Mission, Inc. 0.71% No change 2,550 $1.2M
Act Wealth Management, LLC 0.40% Reduce -1.8% 2,550 $1.2M
Legacy PCG, LLC 0.76% Reduce -4.1% 2,544 $1.2M
Carmel Capital Management L.L.C. 0.37% No change 2,539 $1.2M
Capasso Planning Partners LLC 0.67% Add +112.4% 2,538 $1.2M
Kickstand Ventures, Llc. 0.26% Add +2.2% 2,525 $1.2M
Benson Wealth Management INC 1.36% — 2,521 $1.2M
Wealth Management Strategies, Inc. 0.56% Reduce -0.2% 2,517 $1.2M
Columbia Advisory Partners LLC 0.83% Reduce -2.4% 2,517 $1.2M
Capstone Wealth Management, LLC 0.89% Add +4.2% 2,512 $1.2M
Stembrook Asset Management, LLC 1.15% — 2,510 $1.2M
One Degree Advisors Inc 0.33% Reduce -5.4% 2,509 $1.2M
Provident Wealth Management, LLC 0.36% No change 2,508 $1.2M
Sharper & Granite LLC 0.43% Reduce -0.2% 2,506 $1.2M
Corient IA LP 1.14% No change 2,500 $1.2M
Inkwell Capital LLC 1.23% Reduce -1.1% 2,493 $1.2M
ShoreHaven Wealth Partners, LLC 0.43% Reduce -20.7% 2,492 $1.2M
Wealth Science Advisors LLC 0.69% — 2,491 $1.2M
O'Connor Financial Group LLC 0.48% Add +1.7% 2,583 $1.2M
Persium Advisors, LLC 0.88% Add +6.8% 2,487 $1.2M
DORVAL Corp 0.38% Reduce -3.3% 2,487 $1.2M
Chico Wealth RIA 0.78% Add +14.3% 2,481 $1.2M
Navis Wealth Advisors, LLC 0.51% Add +35.3% 2,478 $1.2M
Granville Capital, Inc. 0.64% — 2,475 $1.2M
Financial Planning Navigators CORP 0.55% — 2,474 $1.2M
Dominguez Wealth Management Solutions, Inc. 0.73% Add +7.1% 2,464 $1.2M
Parrish Capital LLC 1.08% — 2,462 $1.2M
North Berkeley Wealth Management, LLC 0.70% Reduce -4.5% 2,462 $1.2M
Safe Harbor Wealth Advisors, LLC 1.15% — 2,959 $1.2M
Marathon Strategic Advisors, LLC 0.91% Add +75.4% 2,459 $1.2M
AJ Advisors, LLC 0.44% Reduce -3.9% 2,458 $1.2M
Halter Ferguson Financial Inc. 0.26% Add +5.2% 2,457 $1.2M
ProCore Advisors, LLC 1.22% — 2,453 $1.2M
Freedom Financial Partners LLC 0.43% Reduce -2.2% 2,451 $1.2M
Harbor Group, Inc. 0.18% Add +22.4% 2,450 $1.2M
Hill Investment Group Partners, LLC 0.14% Add +0.5% 2,447 $1.2M
Verus Wealth Management, LLC 1.10% Reduce -16.8% 2,445 $1.2M
Orin Green Financial, LLC 0.47% No change 2,442 $1.2M
Brickley Wealth Management 0.20% Add +8.5% 2,440 $1.2M
Kure Advisory, LLC 0.66% Add +44.7% 2,440 $1.2M
WHI TRUST Co LLC 0.91% — 2,437 $1.2M
Sound Portfolio Advisors, LLC 0.99% — 2,435 $1.2M
Morling Financial Advisors, LLC 0.37% Add +1.6% 2,431 $1.2M
Red Mountain Financial, LLC 1.15% Reduce -10.8% 2,428 $1.2M
Virtus Advisers, LLC 0.56% Reduce -18.4% 2,426 $1.2M
Tumwater Wealth Management, LLC 0.48% Reduce -5.5% 2,425 $1.2M
Strategic Financial Concepts, LLC 1.07% Reduce -51.4% 2,419 $1.2M
Miller Financial Services LLC 1.37% Reduce -26.2% 2,328 $1.2M
Mullaney, Keating & Wright, Inc. 0.62% Reduce -1.1% 2,416 $1.2M
Chase Investment Counsel Corp. 0.33% Reduce -60.7% 2,417 $1.2M
Copia Wealth Management 0.83% Add +2.6% 2,412 $1.2M
Financial Symmetry Inc 0.48% Add +1.3% 2,409 $1.2M
Cannon Financial Strategists, Inc. 0.16% Add +4.3% 2,408 $1.2M
Essential Partners LLC 0.36% Reduce -13.4% 2,405 $1.2M
BWM Planning, LLC 0.31% Add +3.9% 2,402 $1.2M
Colter Lewis Investment Partners LLC 1.34% — 2,400 $1.2M
Saber Capital Managment, LLC 0.99% — 2,400 $1.2M
Cornerstone Financial Management LLC 1.09% — 2,393 $1.2M
Auctus Advisors LLC 1.07% — 2,393 $1.2M
Kahn Brothers Group Inc. 0.20% Add +25.6% 2,392 $1.2M
Wbi Investments, LLC 0.30% Reduce -26.2% 2,392 $1.2M
Premier Private Wealth Management LLC 1.19% — 2,722 $1.2M
Wrenne Financial Planning LLC 0.47% Add +0.4% 2,376 $1.1M
AmeriServ Wealth Advisors 0.67% Add +1.1% 2,376 $1.1M
V. M. Manning & Co., Inc. 1.16% Reduce -4.1% 2,375 $1.1M
SVRN Asset Management, LLC 0.94% — 2,371 $1.1M
Meredith Wealth Planning 0.34% Add +1.6% 2,371 $1.1M
Great Oak Capital Partners, LLC 0.29% Reduce -0.9% 2,421 $1.1M
Trace Wealth Advisors, LLC 0.83% Reduce -1.2% 2,365 $1.1M
Disciplined Investments, LLC 0.44% Add +11.9% 2,361 $1.1M
CMC Financial Group 2.04% Reduce -0.8% 2,359 $1.1M
Insight Wealth Partners, LLC 0.47% Reduce -5.6% 2,359 $1.1M
Lighthouse Wealth Management Inc. 0.78% Reduce -1.2% 2,359 $1.1M
Conestoga Capital Advisors, LLC 0.02% Reduce -12.7% 2,359 $1.1M
Bauman Advisory Group, LLC 0.92% — 2,357 $1.1M
Merited Wealth, LLC 1.06% — 2,357 $1.1M
Nicholson Meyer Capital Management, Inc. 0.86% Reduce -7.7% 2,356 $1.1M
CGC Financial Services, LLC 0.30% Add +32.4% 2,352 $1.1M
FIDELIS iM, LLC 0.44% Reduce -8.5% 2,347 $1.1M
Schaeffer Financial LLC 0.99% New 2,344 $1.1M
Ceera Investments, LLC 0.44% Add +20.6% 2,344 $1.1M
Noble Wealth Management PBC 0.57% Add +0.7% 2,343 $1.1M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 1.06% — 2,343 $1.1M
Custos Family Office, LLC 0.77% Add +0.1% 2,339 $1.1M
Wilkins Miller Wealth Management, LLC 0.67% Reduce -0.8% 2,331 $1.1M
Fortis Advisors, LLC 0.62% Reduce -0.1% 2,329 $1.1M
Profit Investment Management, LLC 4.55% No change 2,327 $1.1M
Balanced Wealth Group LLC 0.41% Reduce -3.2% 2,164 $1.1M
AlphaQuest LLC 0.06% Add +107.1% 2,324 $1.1M
HRC Wealth Management, LLC 0.54% Add +4.3% 2,322 $1.1M
Bright Financial Advisors, Inc. 0.53% Add +19.8% 2,317 $1.1M
Financially in Tune, LLC 1.05% — 2,316 $1.1M
Trellis Wealth Advisors LLC 0.44% No change 2,315 $1.1M
Decker Retirement Planning Inc. 0.56% Reduce -1.7% 2,311 $1.1M
Bryant Woods Investment Advisors, LLC 0.43% Reduce -6.7% 2,308 $1.1M
Thayer Partners, LLC / MA 0.54% — 2,306 $1.1M
Athena Wealth Management, LLC 1.08% — 2,304 $1.1M
McMill Wealth Management 0.31% No change 2,304 $1.1M
Investment Planning Advisors, Inc. 0.32% Add +4.7% 2,301 $1.1M
Stanich Group LLC 0.84% Add +0.1% 2,298 $1.1M
Note Advisors, LLC 0.57% Add +0.0% 2,500 $1.1M
Cypress Capital Management LLC (WY) 1.07% Reduce -2.3% 2,294 $1.1M
Daviman Financial, LLC 0.65% — 2,290 $1.1M
Maryland Capital Advisors Inc. 0.37% Add +4.0% 2,288 $1.1M
Keeler & Nadler Financial Planning & Wealth Management 0.38% No change 2,287 $1.1M
Raffa Wealth Management, LLC 0.17% Add +2.4% 2,287 $1.1M
Rainey & Randall Wealth Advisors Inc. 0.18% No change 2,285 $1.1M
Websterrogers Financial Advisors, LLC 0.32% Add +0.2% 2,285 $1.1M
Curio Wealth, LLC 0.39% Add +13.0% 2,264 $1.1M
Karras Company, Inc. 1.08% — 2,281 $1.1M
REAP Financial Group, LLC 0.22% Add +6.6% 2,279 $1.1M
Level Financial Advisors 0.29% Reduce -15.4% 2,274 $1.1M
ForthRight Wealth Management, LLC 0.32% Reduce -0.1% 2,272 $1.1M
Catalyst Investment Management LLC 1.04% — 2,271 $1.1M
Dynamic Wealth Strategies, LLC 0.65% Add +33.5% 2,270 $1.1M
Farnam Financial LLC 0.83% Add +9.9% 2,269 $1.1M
Darrow Company, Inc. 0.49% Add +0.7% 2,269 $1.1M
Cinctive Capital Management LP 0.06% Reduce -91.3% 2,267 $1.1M
Richmond Brothers, Inc. 0.70% Reduce -0.8% 2,265 $1.1M
Investment Management Corp. /Va/ 0.92% Add +0.6% 2,257 $1.1M
Shakespeare Wealth Management, LLC 0.24% Add +3.7% 2,254 $1.1M
Northeast Financial Group, Inc. 0.27% Reduce -16.4% 2,251 $1.1M
Arnhold LLC 0.08% No change 2,250 $1.1M
Foundry Financial LLC 0.57% — 2,235 $1.1M
HMV Wealth Advisors, LLC 0.54% No change 2,224 $1.1M
Presper Financial Architects, LLC 0.61% Reduce -4.9% 2,221 $1.1M
Avos Capital Management, LLC 0.47% Add +26.1% 2,221 $1.1M
Horrell Capital Management, Inc. 0.47% No change 2,211 $1.1M
TCP Asset Management, LLC 0.18% Add +10.6% 2,210 $1.1M
Summit Financial Consulting LLC 0.78% Add +2.4% 2,209 $1.1M
Eddie Patel Inc 0.80% — 2,207 $1.1M
Eaton-Cambridge Inc. 0.35% Add +7.7% 2,206 $1.1M
Hemming& Wealth Management, Inc. 0.73% — 2,199 $1.1M
IAG Wealth Partners, LLC 0.12% Reduce -3.4% 2,199 $1.1M
Horizon Financial Services, LLC 0.48% Reduce -2.0% 2,194 $1.1M
Cedar Point Capital Partners, LLC 0.68% Add +1.2% 2,193 $1.1M
Windsor Advisory Group, LLC 0.95% Reduce -58.2% 2,191 $1.1M
Stephens Consulting, LLC 0.34% Add +9.7% 2,189 $1.1M
QVT Financial LP 0.10% New 2,189 $1.1M
LifeGoal Investments, LLC 0.71% Add +24.9% 2,185 $1.1M
Mustard Seed Financial, LLC 0.66% Reduce -0.6% 2,181 $1.1M
Oasis Advisors, LLC 0.56% — 2,177 $1.1M
Long Island Wealth Management, Inc. 0.50% No change 2,177 $1.1M
Sage Financial Management Group, Inc. 0.32% Add +5.3% 2,175 $1.1M
EHP Funds Inc. 2.41% Reduce -49.5% 2,173 $1.1M
Evolution Wealth Management Inc. 0.87% Add +12.8% 2,169 $1.0M
Oak Wealth Advisors LLC 0.60% Add +5.3% 2,167 $1.0M
AdviceOne Advisory Services, LLC 0.62% Add +8.1% 2,160 $1.0M
Integrated Wealth Management 1.17% — 2,157 $1.0M
Axis Wealth Partners, LLC 0.58% Add +1.8% 2,157 $1.0M
Sherbrooke Park Advisers LLC 2.69% Add +128.3% 2,153 $1.0M
Thompson Davis & Co., Inc. 0.62% Reduce -2.1% 2,152 $1.0M
Legacy Solutions, LLC 0.91% Reduce -0.1% 2,152 $1.0M
ARK & TLK Investments, LLC 0.29% Add +11.1% 2,150 $1.0M
Capital Asset Managemnet, LLC 1.15% — 2,145 $1.0M
GatePass Capital, LLC 0.54% Add +34.5% 2,144 $1.0M
Shrier Wealth Management, LLC 0.41% — 2,138 $1.0M
Stone Wealth Partners 0.92% — 2,135 $1.0M
Corrado Advisors, LLC 0.52% Add +0.3% 2,133 $1.0M
Integrity Wealth Advisors, Inc. 0.72% Reduce -63.6% 2,133 $1.0M
Mason Investment Advisory Services, Inc. 0.05% Reduce -15.3% 2,132 $1.0M
Entruity Wealth, LLC 0.73% No change 2,132 $1.0M
Joule Financial, LLC 0.31% Add +0.5% 2,130 $1.0M
Kelsey Financial, LLC 0.88% — 2,128 $1.0M
Passive Capital Management, LLC. 0.32% Add +0.8% 2,128 $1.0M
Winnacle Wealth LLC 0.76% Add +0.5% 2,124 $1.0M
Cresta Advisors, Ltd. 0.43% Add +10.6% 2,125 $1.0M
Plotkin Financial Advisors, LLC 0.50% Reduce -1.6% 2,125 $1.0M
Valpey Financial Services, LLC 0.66% Add +0.8% 2,125 $1.0M
Juncture Wealth Strategies, LLC 0.34% Reduce -6.8% 2,114 $1.0M
DDFG, Inc 0.22% Add +2.4% 2,110 $1.0M
Sequent Asset Management, LLC 0.45% Add +18.7% 2,107 $1.0M
Wingate Wealth Advisors, Inc. 0.57% Reduce -5.4% 2,103 $1.0M
Andina Capital Management, LLC 0.61% Reduce -6.2% 2,103 $1.0M
Strategic Advisory Partners, LLC 0.84% — 2,097 $1.0M
Hughes Financial Services, LLC 0.16% Reduce -0.3% 2,088 $1.0M
Praetorian Wealth Management, Inc. 0.20% Add +40.4% 2,087 $1.0M
Lifetime Wealth Management P.C. 0.64% — 2,077 $1.0M
Verisail Partners, LLC 0.41% Add +1.9% 2,074 $1.0M
Hudson Portfolio Management LLC 0.86% Reduce -2.8% 2,071 $1.0M
Ardent Capital Management, Inc. 0.40% No change 2,067 $1000K
Centerline Wealth Advisors, LLC 0.36% Reduce -0.4% 2,063 $998K
Opulen Financial Group LLC 0.73% Add +8.5% 2,062 $997K
Guilbault Capital LLC 1.12% — 2,061 $997K
Nalls Sherbakoff Group, LLC 0.72% Reduce -17.8% 2,061 $997K
Dynamic Technology Lab Private Ltd 0.23% Reduce -46.3% 2,060 $996K
BlueSky Wealth Advisors, LLC 0.13% Reduce -3.5% 2,054 $993K
Boyum Wealth Architects LLC 0.46% Add +273.2% 2,131 $993K
Blue Barn Wealth, LLC 1.45% Reduce -62.8% 2,053 $993K
Graney & King, LLC 0.58% Add +0.1% 2,048 $990K
Pembroke Management, LTD 0.10% Add +33.6% 2,047 $990K
Prospera Capital Management, LLC 0.50% Add +10.9% 2,045 $989K
Hoya Capital Real Estate, LLC 15.97% No change 2,044 $989K
Allen Wealth Management, LLC 0.59% Add +11.4% 2,044 $989K
Truefg, LLC 0.26% Add +67.6% 2,038 $986K
Aventus Investment Advisors, Inc. 0.80% Add +1.7% 2,036 $985K
Adapt Wealth Advisors, LLC 0.34% Add +0.1% 2,031 $982K
L.K. Benson & Company, P.C. 0.49% Add +53.8% 2,022 $978K
Grey Fox Wealth Advisors, LLC 0.20% Reduce -6.8% 2,018 $976K
Mustico Financial Group, Inc. 0.75% Add +62.0% 2,036 $976K
Blue Capital, Inc. 0.69% Add +2.4% 2,014 $974K
Welch Financial Planning, LLC 0.71% — 2,013 $974K
Foundry Financial Group, Inc. 0.49% Add +6.6% 2,009 $972K
Financial Planning Fort Collins, LLC 0.85% — 2,008 $971K
Certior Financial Group, LLC 0.66% Reduce -0.5% 2,006 $970K
PFS Partners, LLC 0.44% Add +3.9% 2,000 $967K
Sassicaia Capital Advisers LLC 2.12% New 2,000 $967K
14B Captial Management LP 0.78% New 2,000 $967K
Union Square Park Capital Management, LLC 0.76% New 2,000 $967K
Weinberger Asset Management, Inc 0.35% Reduce -3.5% 1,999 $967K
Martel Wealth Advisors LLC 0.16% Add +0.1% 1,997 $966K
Keystone Global Partners, LLC 0.42% No change 1,995 $965K
Aureum Wealth Management, LLC 0.89% — 1,994 $964K
Lexington Hill Partners, LLC 0.72% — 1,987 $961K
Puff Wealth Management, LLC 1.24% Add +5.7% 2,030 $960K
Sound Stewardship, LLC 0.46% Reduce -16.1% 1,979 $957K
Beacon Harbor Wealth Advisors, Inc. 0.21% No change 1,975 $955K
Prossimo Advisors, LLC 6.14% Reduce -0.5% 1,972 $954K
Smith & Howard Wealth Management, LLC 0.22% Reduce -8.7% 1,969 $952K
Vermillion Wealth Management, Inc. 0.39% Reduce -0.6% 1,963 $949K
HighRoad Wealth Advisors, LLC 0.91% — 1,962 $949K
Capital Markets Trading UK LLP 1.14% Reduce -88.5% 1,960 $948K
Forbes Financial Planning, Inc. 0.55% No change 1,960 $948K
Pinnacle Financial Group, LLC / IL 0.27% Add +24.6% 1,958 $947K
Elevate Wealth Advisory, Inc. 0.65% Add +2.9% 1,955 $946K
Ruedi Wealth Management, Inc. 0.25% Add +8.7% 1,955 $946K
Synergy Investment Management, LLC 0.33% Add +9.4% 1,948 $942K
RM Financial Services, LLC 0.83% — 1,942 $939K
ESL Trust Services, LLC 0.18% No change 1,937 $937K
Hunter Perkins Capital Management, LLC 0.22% No change 1,935 $936K
Sierra Summit Advisors LLC 0.14% Add +1.8% 1,925 $931K
Harbor Asset Planning, Inc. 0.80% Add +0.3% 1,925 $931K
Xena Financial Planning, LLC 1.09% — 1,922 $930K
Clear Point Advisors Inc. 0.72% Add +0.6% 1,920 $929K
Manuka Financial, LLC 0.58% Reduce -11.8% 1,920 $928K
MRWM Advisors, LLC 0.50% Add +3.2% 1,909 $923K
Grand Central Investment Group 0.67% — 1,908 $923K
Boyer Financial Services, Inc. 0.98% — 1,951 $923K
Alterna Wealth Management, Inc. 0.77% Reduce -2.5% 1,903 $920K
Letson Investment Management, Inc. 0.34% Add +1.1% 1,903 $920K
Resolute Capital, LLC 0.38% — 1,900 $919K
Horizon Family Wealth, Inc. 0.49% Add +0.2% 1,899 $918K
VanderPol Investments L.L.C. 1.75% Add +0.3% 1,898 $918K
E-Wealth Partners, LLC 0.77% — 1,897 $918K
RHL Group, LLC 0.74% — 1,896 $917K
Kilter Group LLC 0.41% Add +10.1% 1,894 $916K
Penney Financial, LLC 0.35% No change 1,890 $914K
MontVue Capital Management, Inc. 0.61% No change 1,889 $914K
Compton Financial Group, LLC 0.21% Add +1.7% 1,884 $911K
Uptown Financial Advisors LLC 0.77% No change 1,879 $909K
High Probability Advisors, LLC 0.12% Add +2.2% 1,879 $909K
Carmel Capital Partners, LLC 0.32% Add +21.3% 1,877 $908K
DeLarme Wealth Management, Inc. 0.64% — 1,877 $908K
Carbahal Olsen Financial Services Group, LLC 0.69% Reduce -2.0% 1,871 $905K
Stone House Investment Management, LLC 0.14% Add +1.1% 1,870 $904K
A&I Financial Services, LLC 0.43% Add +2.5% 1,868 $903K
Charter Capital Management, LLC\DE 0.46% Add +0.1% 1,861 $900K
Compass Financial Services Inc 0.39% Add +0.1% 1,858 $899K
Mann Financial Group, Inc. 0.87% No change 1,858 $899K
Spectrum Investment Advisors, Inc. 0.45% Add +35.9% 1,855 $897K
Pacific Excel Wealth Advisors, Inc. 1.69% — 1,870 $897K
PVG Asset Management Corp. 1.90% Add +41.4% 1,851 $895K
Dodds Wealth, LLC 0.22% No change 1,844 $892K
Jim Saulnier & Associates, LLC 0.46% Reduce -6.9% 1,840 $890K
Rolek Wealth Management LLC 0.61% Add +12.3% 1,839 $889K
ATLas Financial Planning LLC 0.87% — 1,839 $889K
HBE Wealth Management, LLC 0.84% — 1,838 $889K
Western Reserve Capital Management, LLC 0.83% — 1,838 $889K
Valley Financial Group, Inc. 0.50% Add +38.1% 1,837 $888K
Timonier Family Office, LTD. 0.28% Reduce -24.6% 1,834 $887K
Resolute Advisors LLC 0.29% No change 1,833 $886K
Brooklyn FI, LLC 0.19% Reduce -12.0% 1,832 $886K
Wealthstar Advisors, LLC 0.48% Reduce -22.4% 1,830 $885K
BancFirst Trust & Investment Management 0.37% Add +9.4% 1,811 $883K
FWG Investments, LLC. 0.56% Reduce -8.8% 1,824 $882K
SB Capital Management Inc 0.32% — 1,821 $881K
Bravias Capital Group, LLC 0.53% Reduce -29.3% 1,821 $881K
America First Investment Advisors, LLC 0.16% Reduce -23.8% 1,820 $880K
Baron Financial Group, LLC 0.47% Reduce -0.4% 1,819 $880K
Investors Portfolio Services LLC 0.79% — 1,819 $879K
Cypress Point Wealth Management, LLC 0.19% Add +12.4% 1,818 $879K
NCP Inc. 0.71% Add +3.2% 1,815 $878K
GQG Partners LLC 0.00% Reduce -99.9% 1,815 $878K
Foronjy Financial LLC 0.37% Add +9.6% 1,814 $877K
DHJJ Financial Advisors, Ltd. 0.29% Reduce -0.7% 1,812 $876K
Allie Family Office LLC 0.41% No change 1,811 $876K
LiftPoint Family Wealth Advisors LLC 0.75% — 1,807 $874K
Silver Oak Wealth Advisors Services, LLC 0.56% No change 1,804 $872K
KERR FINANCIAL PLANNING Corp 1.18% Reduce -1.2% 2,189 $872K
Frontier Asset Management, LLC 0.20% Add +172.1% 1,796 $868K
Auour Investments LLC 0.28% Reduce -18.1% 1,795 $868K
Dahring | Cusmano LLC 0.60% Reduce -23.7% 1,790 $866K
ETF Portfolio Partners, Inc. 0.22% No change 1,789 $865K
Hurley Capital, LLC 0.48% Reduce -1.2% 1,788 $865K
Riverchase Wealth Management, LLC 0.47% Add +0.1% 1,787 $864K
Whitcomb & Hess, Inc. 0.20% Add +0.1% 1,835 $863K
ArrowMark Colorado Holdings LLC 0.02% No change 1,785 $863K
Future Financial Wealth Managment LLC 0.58% Add +3.5% 1,899 $863K
Dupree Financial Group, LLC 0.31% Reduce -16.9% 1,783 $862K
Swan Global Investments, LLC 0.04% Add +11.3% 1,781 $861K
Base Wealth Management LLC 0.46% Reduce -0.2% 1,776 $859K
DBK Financial Counsel, LLC 0.66% Reduce -2.0% 1,776 $859K
LPWM LLC 0.22% Add +35.5% 1,775 $858K
Compass Financial Group, Inc. 0.38% No change 1,775 $858K
Orca Wealth Management, LLC 0.61% Add +1.6% 2,078 $858K
Sterling Manor Financial, LLC 0.53% Reduce -2.5% 1,769 $856K
Town Capital LLC 0.70% — 1,764 $853K
Walsh & Associates, LLC 0.84% — 1,759 $850K
Strategic Planning, Inc. 0.46% Add +0.2% 1,752 $847K
High Point Wealth Management, LLC 0.81% — 1,750 $846K
Maxele Advisors, LLC 0.69% Add +5.8% 1,744 $844K
Stephens Investment Management Group LLC 0.01% Add +10.9% 1,743 $843K
Councilor Wealth, LLC 0.40% Reduce -37.8% 1,742 $843K
CenterStar Asset Management, LLC 1.33% Add +121.9% 1,740 $842K
Piedmont Capital Management, LLC 0.43% Add +2.4% 1,739 $841K
Cobblestone Asset Management LLC 0.38% Add +6.4% 1,739 $841K
ShankerValleau Wealth Advisors, Inc. 0.23% Reduce -1.0% 1,739 $841K
Stirlingshire Investments, Inc. 0.74% — 1,736 $840K
Northland Securities, Inc. 0.81% — 1,733 $838K
Winter & Associates, Inc. 0.77% — 1,732 $838K
Tull Financial Group, Inc. 0.36% Reduce -4.6% 1,730 $837K
Amova Asset Management Americas, Inc. 0.01% Add +0.9% 1,727 $835K
Avant Capital LLC 0.57% Reduce -0.1% 1,725 $834K
IMG Wealth Management, Inc. 0.53% Add +11.4% 1,712 $828K
Arkansas Financial Group, Inc. 0.12% Add +4.0% 1,709 $827K
Global Wealth Management, LLC 0.44% Add +0.2% 1,707 $825K
Giverny Capital 0.03% Add +0.1% 1,704 $824K
Closed-End Fund Advisors, Inc. 0.49% — 1,700 $822K
Karpus Management, Inc. 0.03% No change 1,700 $822K
Thomas Story & Son LLC 0.30% No change 1,695 $820K
Hegarty Advisors, LLC 0.71% — 1,694 $819K
Stewardship Concepts Financial Services LLC 0.69% — 1,689 $817K
Stage Harbor Financial, LLC 0.55% Reduce -8.8% 1,685 $815K
United Financial Planning Group LLC 0.49% Add +39.0% 1,685 $815K
RMG Wealth Management LLC 0.11% Add +7.8% 1,827 $814K
Blom & Howell Financial Planning, Inc. 0.81% — 1,683 $814K
Axim Planning & Wealth 0.87% Reduce -22.9% 1,683 $814K
Sara-Bay Financial 0.24% Reduce -1.1% 1,666 $812K
Clayton Financial Group LLC 0.41% Add +90.3% 1,678 $811K
Veratis Advisors, Inc. 0.64% — 2,033 $808K
Compass Advisory Group LLC 0.22% Add +13.3% 1,669 $807K
Woodside Wealth Management LLC 0.60% No change 1,665 $805K
Midwest Financial Network, LLC 0.62% Reduce -13.8% 1,663 $804K
Enzi Wealth 0.28% Reduce -3.0% 1,750 $804K
TL Private Wealth 0.31% No change 1,672 $801K
Kitching Partners, LLC 0.73% Add +9.8% 1,653 $799K
Clark Wealth Partners 0.49% No change 1,653 $799K
Total Investment Management Inc. 0.10% Add +3.1% 1,651 $799K
Strategent Financial, LLC 0.51% Add +0.7% 1,651 $798K
Entrewealth, LLC 0.36% Add +18.6% 1,990 $798K
LGL Partners, LLC 0.34% Add +0.1% 1,648 $797K
Cutler Capital Management, LLC 0.29% Reduce -3.1% 1,646 $796K
Briggs Wealth Management, Inc 0.86% — 1,644 $795K
VanWeelden Wealth Management, LLC 0.62% Reduce -0.4% 1,644 $795K
Parkshore Wealth Management, Inc. 0.30% Add +0.4% 1,644 $795K
TKG Advisors, LLC 0.32% Add +8.1% 1,638 $792K
MPWM Advisory Solutions, LLC 0.44% Reduce -0.4% 1,636 $791K
Delta Accumulation, LLC 0.80% Add +0.2% 1,633 $790K
MLP3, LLC 0.86% — 1,631 $789K
Scientech Research LLC 0.50% Reduce -61.5% 1,631 $789K
CSS LLC 0.13% Add +1530.0% 1,630 $788K
Bluestem Financial Advisors, LLC 0.30% Reduce -7.2% 1,629 $788K
KMT Wealth Management, LLC 0.42% No change 1,624 $785K
Peak Financial Advisors LLC 0.35% New 1,623 $785K
Martin Investment Management, LLC 0.22% Reduce -27.6% 1,619 $783K
Sfam, LLC 0.71% — 1,612 $779K
Sollinda Capital Management LLC 0.20% Reduce -2.5% 1,610 $779K
Swiss Re Ltd. 0.05% — 1,605 $776K
Cassady Wealth & Retirement Planning, LLC 0.51% — 1,602 $775K
Holos Integrated Wealth LLC 0.43% Reduce -0.7% 1,637 $774K
Tuttle Capital Management, LLC 1.71% Add +8.7% 1,600 $774K
Howard Hughes Medical Institute 0.44% Add +0.2% 1,600 $774K
Knott David M Jr 0.36% No change 1,600 $774K
PMG Family Office LLC 0.89% No change 1,599 $773K
GoalFusion Wealth Management, LLC 0.36% Reduce -2.9% 1,598 $773K
Stuart Investment Advisors, Inc. 0.70% No change 1,597 $772K
Alamar Capital Management, LLC 0.43% Add +0.1% 1,596 $772K
Comprehensive Money Management Services LLC 0.53% No change 1,595 $771K
Beacon Bridge Wealth Partners, LLC 0.26% Add +10.1% 1,589 $769K
Valued Wealth Advisors LLC 0.34% Add +6.4% 1,584 $766K
Heritage Oak Wealth Advisors LLC 0.28% Add +3.8% 1,584 $766K
Southern Financial Group, LLC 0.22% — 1,582 $765K
Merrithew & Thorsten Inc 0.81% — 1,583 $765K
Arcadia Wealth Management, Inc. 0.44% Reduce -5.7% 1,580 $764K
Fortitude Financial, LLC 0.65% Reduce -94.3% 1,575 $762K
MA Private Wealth 0.13% Reduce -27.0% 1,570 $759K
Algebris (uk) Ltd. 0.06% Reduce -56.1% 1,569 $759K
PTM Wealth Management, LLC 0.43% Add +0.1% 1,598 $756K
Luminvest Wealth Management LLC 0.21% Reduce -1.2% 1,563 $756K
Crosspoint Financial, LLC 1.77% Add +191.6% 1,557 $753K
St. Louis Trust Co 0.09% No change 1,556 $753K
Parkway Wealth Management Group, LLC 0.10% — 1,555 $752K
BG Investment Services, LLC 0.67% Reduce -0.9% 1,556 $752K
Chesapeake Capital Corp. 0.62% No change 1,536 $743K
EnRich Financial Partners LLC 0.20% Add +4.6% 1,534 $742K
Whitegate Investment Counselors, Inc. 0.23% Add +0.1% 1,531 $741K
FSA Investment Group, LLC 0.45% Add +10.6% 1,531 $740K
E6 Portfolios, LLC 0.84% — 1,525 $738K
Investment Counsel Co. of Nevada 1.58% Reduce -18.8% 1,523 $736K
New Perspectives, Inc 0.26% No change 1,521 $736K
Odyssean, LLC 0.53% — 1,519 $735K
Walleye Partners, LLC 0.82% — 1,518 $734K
Compass Planning Associates Inc 0.51% Reduce -21.6% 1,511 $731K
GEN Financial Management, INC. 0.46% Add +3.5% 1,511 $731K
Tanglewood Wealth Management, Inc. 0.07% No change 1,506 $728K
Praxis Capital Management LLC 2.60% — 1,504 $727K
Principia Wealth Advisory, LLC 0.45% Add +19.4% 1,501 $726K
Eurizon Asset Management Hungary Ltd. 10.27% — 1,500 $725K
Align Financial, LLC 0.42% — 725,430 $725K
Core Wealth Management, Inc. 0.22% Reduce -3.7% 1,492 $722K
Boston Standard Wealth Management, LLC 0.12% Reduce -2.6% 1,491 $721K
Red Crane Wealth Management, LLC 0.59% Add +0.1% 1,489 $720K
NFC Investments, LLC 0.20% No change 1,485 $718K
Higgins & Schmidt Wealth Strategies LLC 0.34% Reduce -3.2% 1,483 $717K
Shared Vision Wealth Group LLC 0.29% Reduce -6.6% 1,525 $717K
New England Capital Financial Advisors LLC 0.28% Reduce -1.3% 1,480 $716K
Graham Capital Wealth Management, LLC 0.66% Reduce -1.5% 1,480 $716K
Divergent Planning, LLC 0.18% Reduce -10.1% 1,513 $715K
Joel Adams & Associates, Inc. 0.54% No change 1,474 $713K
Strategic Wealth Advisors LLC 0.61% — 1,473 $712K
Versor Investments LP 0.11% Add +53.9% 1,470 $711K
Bull Oak Capital, LLC 0.29% Reduce -2.8% 1,453 $703K
Arcadia Wealth Management, LLC 0.26% Reduce -7.0% 1,451 $702K
LongView Asset Management LLC 0.49% Add +3.8% 1,446 $700K
Vigil Wealth Management, LLC 0.58% — 1,446 $699K
Prota Financial, LLC 0.50% — 1,446 $699K
Bruce G. Allen Investments, LLC 0.47% Reduce -12.0% 1,444 $698K
Contango Wealth Management LLC 0.78% — 1,440 $696K
Bucket List Wealth Management, LLC 0.42% — 1,438 $696K
Waller Financial Planning Group, Inc. 0.15% Reduce -2.2% 1,438 $695K
Family Office Research LLC 0.28% Reduce -3.3% 1,417 $691K
Guardsman Private Capital Management, Inc. 0.55% — 1,427 $690K
JDH Wealth Management, LLC 0.47% Reduce -0.5% 1,426 $690K
BCM Advisors, LLC 0.13% Add +0.7% 1,480 $690K
PACK Private Wealth, LLC 0.32% No change 1,425 $689K
Oceanside Advisors LLC 0.42% No change 1,424 $689K
Wealthcare Capital Management LLC 0.07% Reduce -1.9% 1,423 $688K
Prosperity Advisers, LLC 0.57% — 1,423 $688K
RTD Financial Advisors, Inc. 0.08% Reduce -18.0% 1,420 $687K
Stenham Asset Management Ltd 0.34% No change 1,420 $687K
J.E. Simmons & Co., P.C. 0.44% — 1,418 $686K
Cypress Financial Planning LLC 0.19% Add +0.9% 1,404 $685K
Ramiah Investment Group 0.59% Add +7.0% 1,414 $684K
Cornerstone Financial Group, LLC 0.48% Reduce -19.6% 1,413 $683K
Merkkuri Wealth Advisors LLC 0.47% Add +5.8% 1,413 $683K
SoundView Advisors Inc. 0.24% Reduce -87.5% 1,411 $682K
Lockerman Financial Group, Inc. 1.31% Reduce -69.6% 1,410 $682K
Next Level Wealth Planning, LLC 0.36% Reduce -0.7% 1,410 $682K
BCGM Wealth Management, LLC 0.17% Reduce -3.7% 1,406 $680K
Financial Connections Group, Inc. 0.23% Reduce -2.1% 1,408 $680K
Altus Wealth Management, LLC 0.29% Reduce -1.3% 1,406 $680K
Tiller Private Wealth, Inc. 0.24% Add +0.4% 1,403 $679K
Asset Allocation Strategies LLC 0.13% Add +2.1% 1,402 $678K
Martin Capital Advisors, LLP 0.40% No change 1,400 $677K
Polymer Capital Management (US) LLC 0.09% New 1,400 $677K
Bancreek Capital Management, LP 2.80% New 1,391 $673K
Objective Capital Management, LLC 0.68% Add +7.8% 1,391 $673K
Chicago Wealth Management, Inc. 0.27% Reduce -22.7% 1,388 $671K
Genesis Wealth Advisors, LLC 0.46% No change 1,387 $671K
Quest 10 Wealth Builders, Inc. 0.60% Reduce -3.7% 1,387 $671K
Professional Financial Solutions LLC 0.63% — 1,386 $670K
Briaud Financial Planning Inc 0.17% Reduce -0.9% 1,386 $670K
Sims Investment Management, LLC 0.24% Reduce -10.1% 1,384 $669K
Sherman Wealth Management LLC 0.58% — 1,384 $669K
OakTrust Wealth Advisors, LLC 0.62% — 1,383 $669K
Capstone Capital LLC 0.43% Reduce -31.6% 1,378 $666K
Aegis Wealth Management, Inc. 0.52% — 1,375 $665K
Ergawealth Advisors, Inc. 0.31% Add +190.1% 1,375 $665K
Denver Wealth Management, Inc. 0.24% Add +1.6% 1,373 $664K
O'Keefe Stevens Advisory, Inc. 0.17% No change 1,371 $663K
Bay Harbor Wealth Management, LLC 0.17% Add +11.8% 1,370 $663K
ONE Advisory Partners, LLC 0.20% Add +6.3% 1,359 $657K
Fenimore Asset Management Inc 0.01% No change 1,359 $657K
Capital Financial Group Inc\co\ 0.37% — 1,356 $656K
Ledgewood Wealth Advisors, LLC 0.38% No change 1,349 $652K
Legacy Wealth Managment, LLC 0.31% Add +26.7% 1,348 $652K
5T Wealth, LLC 0.26% Add +1.5% 1,347 $651K
Israel Discount Bank of New York 1.77% Reduce -12.1% 1,346 $651K
FPC Investment Advisory, Inc. 0.35% No change 1,338 $647K
True Wealth Design, LLC 0.19% Reduce -10.9% 1,338 $647K
Monetary Solutions, Ltd 0.64% — 1,338 $647K
Climber Capital SA 0.42% — 1,339 $647K
Moody Aldrich Partners LLC 0.12% No change 1,333 $645K
Steph & Co. 0.19% Add +7.7% 1,333 $645K
Beacon Wealthcare LLC 0.22% Reduce -7.1% 1,330 $643K
Advantage Trust Co 0.29% Reduce -40.4% 1,328 $642K
WealthTrak Capital Management LLC 0.46% Add +11.4% 1,328 $642K
Banta Asset Management LP 0.58% — 1,326 $641K
New Jersey Better Educational Savings Trust 1.09% No change 1,322 $639K
Seek First Inc. 0.44% Reduce -1.6% 1,320 $638K
Highland Financial Advisors, LLC 0.18% Add +10.1% 1,320 $638K
Delta Wealth Advisors LLC 0.53% No change 1,318 $637K
Kingdom Financial Group LLC. 0.20% Reduce -77.7% 1,313 $635K
Torrey-Payne Wealth Management, LLC 0.57% — 1,346 $633K
Networth Advisors, LLC 0.47% — 1,306 $632K
Dynamic Financial Group 0.54% No change 1,303 $630K
Signal Tree Financial Partners LLC 0.48% Reduce -0.1% 1,295 $626K
DKM Wealth Management, Inc. 0.47% Reduce -0.8% 1,294 $626K
Ferguson Johnson Wealth Management Inc 0.52% — 1,290 $623K
MTM Financial Group, LLC 0.30% No change 1,287 $623K
Forum Private Client Group LLC 0.21% Reduce -2.4% 1,287 $622K
Bellevue Group AG 0.01% Add +531.5% 1,282 $620K
Diametric Capital, LP 0.17% Add +183.6% 1,276 $617K
Seven Post Investment Office LP 0.22% No change 1,275 $617K
Master's Wealth Management Inc. 0.22% Add +192.2% 1,274 $616K
Latko Wealth Management, Ltd. 0.30% Add +14.7% 1,267 $613K
Liberty Atlantic Advisors LLC 0.60% — 1,262 $610K
Hapanowicz & Associates Financial Services, Inc 0.24% No change 1,261 $610K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.96% — 1,261 $610K
Ridgeline Wealth Planning, LLC 0.43% Add +16.9% 1,260 $609K
Infrastructure Capital Advisors, LLC 0.10% Reduce -15.2% 1,252 $605K
Richard Young Associates, Ltd. 0.47% — 1,250 $604K
Corepath Wealth Partners LLC 0.41% No change 1,266 $604K
Lowery Thomas, LLC 0.34% Add +0.2% 1,249 $604K
Brighton Securities Corp. 0.30% Add +9.1% 1,246 $603K
Poinciana Advisors Group, LLC 0.47% Reduce -10.0% 1,245 $602K
Lountzis Asset Management, LLC 0.21% Reduce -10.0% 1,244 $602K
Birmingham Capital Management Co. Inc. 0.26% Reduce -9.8% 1,239 $599K
Financial Futures Ltd Liability Co. 0.28% Add +0.2% 1,237 $598K
HTG Investment Advisors, Inc. 0.18% Reduce -1.0% 1,236 $598K
Magnetar Financial LLC 0.01% Reduce -44.9% 1,231 $595K
Hoese & Co LLP 0.42% Add +32.2% 1,231 $595K
Guardian Wealth Advisors, LLC 0.34% Reduce -1.1% 1,230 $595K
Independent Wealth Advisors LLC 0.62% — 1,226 $593K
Jacobs Equity LLC 0.57% — 1,223 $592K
Ehrlich Financial Group 0.34% No change 1,223 $591K
Strid Group, LLC 0.07% Add +2.6% 1,208 $584K
OLIO Financial Planning 0.16% Add +2.2% 1,208 $584K
Central Asset Investments & Management Holdings (HK) Ltd 0.39% Reduce -76.6% 1,206 $583K
Three Arch Wealth Management LLC 0.11% — 1,204 $582K
Alpha Financial Advisors, LLC 0.18% Reduce -8.5% 1,203 $582K
Triune Financial Partners, LLC 0.14% Add +19.2% 1,352 $582K
Pura Vida Investments, LLC 2.17% New 1,200 $580K
Curry Webb Wealth Management LLC 0.29% — 1,200 $580K
TT Capital Management LLC 0.46% Reduce -29.6% 1,199 $580K
Beacon Financial Planning, Inc. 0.28% Reduce -0.2% 1,186 $574K
Monument Group Wealth Advisors, LLC 0.31% Add +13.3% 1,185 $573K
Midwestern Financial, LLC 0.47% Add +0.2% 1,185 $573K
Delaney Capital Management Ltd. 0.09% — 1,184 $573K
Omega Financial Group, LLC 0.19% Reduce -9.4% 1,180 $571K
Jackson Creek Investment Advisors LLC 0.17% Reduce -2.3% 1,178 $570K
Persistent Asset Partners Ltd 0.27% New 1,174 $568K
Landmark Wealth Management, LLC 0.22% Reduce -0.3% 1,172 $567K
Approach Retirement Advisors, LLC 0.49% — 1,170 $566K
Schiavi & Co LLC 0.18% Reduce -14.6% 1,169 $566K
Three Cord True Wealth Management, LLC 0.33% Add +6.8% 1,166 $564K
Cogent Strategic Wealth LLC 0.61% — 1,207 $562K
Bestgate Wealth Advisors, LLC 0.99% Add +11.0% 1,161 $562K
Capital Developers, LLC 0.50% — 1,161 $561K
Hudson Oak Wealth Advisory LLC 0.49% — 1,160 $561K
Fee-Only Financial Planning, L.C. 0.33% Reduce -5.5% 1,159 $561K
Scratch Capital LLC 0.37% Add +18.4% 1,157 $560K
Sacks & Associates, LLC 0.41% — 1,152 $557K
Obsidian Cio, LLC 0.82% Reduce -90.1% 1,149 $556K
Marmo Financial Group, LLC 0.26% Reduce -0.4% 1,143 $553K
DC Investments Management, LLC 0.24% No change 1,142 $552K
Triad Investment Management 0.56% — 1,139 $551K
Palladiem, LLC 0.52% — 1,129 $550K
DiPaolo Financial Group, Inc. 0.58% — 1,135 $549K
LBJ Family Wealth Advisors, Ltd. 0.30% Reduce -15.3% 1,132 $547K
Sugar Maple Asset Management, LLC 0.37% Add +0.1% 1,131 $547K
Forteris Wealth Management Inc. 0.54% — 1,128 $546K
Hyperion Capital Advisors LP 0.27% No change 1,127 $545K
Bannerman Wealth Management Group, LLC 0.39% Add +9.1% 1,126 $545K
Lagoda Investment Management, L.P. 0.32% No change 1,125 $544K
Steffes Financial, Ltd. 0.28% — 1,123 $543K
Sicart Associates LLC 0.14% No change 1,122 $543K
Wealth Advisory Team LLC 0.48% — 1,121 $542K
CDKV Holdings LLC 0.45% — 1,121 $542K
KDK Private Wealth Management, LLC 0.47% New 1,120 $542K
CTC Alternative Strategies, Ltd. 1.01% New 1,120 $542K
Trailhead Planners LLC 0.53% — 1,116 $540K
Innovator Capital Management, LLC 15.84% Reduce -17.3% 1,116 $540K
Family Investment Center, Inc. 0.11% Add +3.1% 1,114 $539K
Cordant, Inc. 0.23% No change 1,113 $538K
Two West Capital Advisors LLC 0.31% Reduce -1.7% 1,113 $538K
Pearl Planning LLC 0.33% — 1,112 $538K
Heritage Wealth Management, Inc./Texas 0.23% Add +0.5% 1,112 $538K
Powerhouse Assets LLC 0.47% — 1,111 $537K
DWR Wealth Management, LLC 0.50% — 1,099 $536K
City Center Advisors, LLC 0.49% Add +12.5% 1,107 $536K
CFC Planning Co LLC 0.41% Add +11.6% 1,107 $535K
SpringVest Wealth Management LLC 0.37% Add +2.1% 1,104 $534K
White Wing Wealth Management 0.32% Add +5.7% 1,101 $532K
Roth Financial Partners LLC 0.17% No change 1,094 $529K
TrustWell Financial Advisors, LLC 0.51% — 1,093 $529K
BetterWealth, LLC 0.12% Reduce -10.1% 1,090 $527K
Amicus Financial Advisors, LLC 0.15% — 1,090 $527K
Polaris Investment Advisors, LLC 0.38% — 1,082 $523K
Sunesis Advisors, LLC 0.24% No change 1,082 $523K
TopTier Wealth Management, LLC 0.36% — 1,082 $523K
Northwest Financial Advisors 1.07% Reduce -53.9% 1,076 $521K
Cottonwood Capital Advisors, LLC 0.37% Add +0.1% 1,076 $520K
Avalon Advisory Group 0.21% Reduce -21.0% 1,074 $519K
Wexford Capital LP 0.13% Reduce -22.6% 1,071 $518K
SWAN Capital LLC 0.20% Reduce -2.5% 1,070 $517K
BFI Wealth Solutions, LLC 0.49% — 1,066 $516K
Foundation Wealth Management, LLC\PA 0.19% Reduce -16.6% 1,064 $515K
Balanced Rock Investment Advisors LLC 0.36% Reduce -5.4% 1,056 $511K
FMA Wealth Management, LLC 0.33% Reduce -1.5% 1,052 $509K
Highlander Partners, L.P. 0.18% No change 1,050 $508K
Stonebridge Wealth Management, LLC 0.48% No change 1,048 $507K
Jordan Park Trust Co LLC 0.35% Reduce -13.3% 1,048 $507K
Oakmont Advisory Group, LLC 0.54% — 1,046 $506K
McCarthy Asset Management, Inc. 0.26% Reduce -13.8% 1,045 $505K
Valley Forge Investment Consultants Inc. Adv 0.15% Reduce -22.5% 1,045 $505K
GenWealth Group, Inc. 0.09% Reduce -7.9% 1,051 $503K
George Kaiser Family Foundation 0.07% No change 1,038 $502K
Mills Wealth Advisors LLC 0.20% Add +0.3% 1,033 $500K
Clarity Capital Advisors, LLC 0.25% Add +14.4% 1,033 $500K
Ewing Morris & Co. Investment Partners Ltd. 0.22% Reduce -43.6% 1,019 $499K
Fusion Family Wealth, LLC 0.04% No change 1,031 $499K
Measured Risk Portfolios, Inc. 0.57% Add +20.0% 1,031 $499K
Lloyd Advisory Services, LLC. 0.19% Reduce -61.4% 1,023 $495K
Vista Finance, LLC 0.33% Add +2.2% 1,018 $492K
Ameraudi Asset Management, Inc. 0.27% Add +7.3% 1,018 $492K
Daner Wealth Management, LLC 0.30% Add +14.6% 1,188 $491K
Sagace Wealth Management LLC 0.33% Add +4.2% 1,014 $490K
Willow Financial LLC 0.50% — 1,013 $490K
Nestegg Advisors, Inc. 0.42% Add +4.8% 1,012 $489K
Pinney & Scofield, Inc. 0.28% Reduce -3.0% 1,011 $489K
Aspect Partners, LLC 0.21% Add +7.0% 1,011 $489K
Private Wealth Group, LLC 0.23% Add +28.8% 1,010 $489K
Phillip James Consulting Co. 8.61% — 1,074 $488K
Eq LLC 0.14% Add +26.5% 1,007 $487K
Atlantic Private Wealth, LLC 0.31% Add +103.2% 1,006 $487K
Safir Wealth Advisors, LLC 0.34% No change 1,006 $487K
Kirkwood Financial Services 0.17% Add +0.1% 1,006 $486K
IvyRock Asset Management (HK) Ltd 0.26% No change 1,000 $484K
Hershey Financial Advisers, LLC 0.41% Reduce -1.3% 997 $482K
Grantvest Financial Group LLC 0.31% Reduce -2.5% 992 $480K
Axiom Financial Strategies, LLC 0.20% Reduce -8.8% 990 $479K
Lanham O'Dell & Company, Inc. 0.14% Add +5.5% 987 $477K
John W. Brooker & Co., CPAs 0.85% Reduce -15.2% 986 $477K
AdvisorShares Investments LLC 0.08% Add +3.6% 984 $476K
Myecfo, LLC 0.20% Add +7.7% 981 $474K
Directional Asset Management 0.42% — 979 $474K
Mendota Financial Group, LLC 0.34% Reduce -10.1% 979 $473K
5th Street Advisors, LLC 0.22% New 976 $472K
American Financial & Tax Strategies Inc. 0.23% Reduce -1.0% 972 $470K
FinDec Wealth Services, Inc. 0.50% Reduce -1.5% 971 $469K
New Harbor Financial Group, LLC 0.09% Add +1.8% 969 $469K
Stephen J. Garry & Associates, LLC 0.37% No change 966 $467K
Causeway Capital Management LLC 0.01% Add +2.7% 965 $467K
Strategic Point Investment Advisors, LLC 0.06% No change 961 $465K
Redwood Park Advisors LLC 0.32% Reduce -3.6% 959 $464K
Williamson Legacy Group, LLC 0.36% Reduce -1.9% 958 $463K
Pioneer Family Office, LLC 0.31% — 956 $462K
Luken Investment Analytics, LLC 0.18% Add +56.9% 954 $461K
Treasure Coast Financial Planning 0.24% No change 953 $461K
Surience Private Wealth LLC 0.52% Add +35.6% 952 $460K
Pacific Wealth Management 0.21% Add +0.1% 950 $460K
Wise Wealth Partners 0.65% Add +9.3% 943 $456K
Sound Financial Strategies Group, LLC 0.32% No change 941 $455K
Mid-American Wealth Advisory Group, Inc. 0.19% Add +28.1% 939 $454K
Beck Bode, LLC 0.08% No change 938 $454K
Centennial Advisors, LLC 0.59% — 936 $453K
Guardian Wealth Management, Inc. 0.27% Reduce -25.0% 934 $452K
Fortune Financial Group, Inc. 0.44% — 881 $451K
Infinity Wealth Counsel, LLC 0.41% Reduce -2.6% 928 $449K
Compass Financial Group, INC 0.06% Add +17.6% 927 $449K
Maltin Wealth Management, Inc. 0.18% Add +2.3% 921 $445K
Beacon Financial Strategies CORP 0.25% Reduce -2.2% 919 $444K
KRM Wealth Management L.L.C. 0.24% — 917 $443K
Del-Sette Capital Management, LLC 0.27% No change 916 $443K
Shore Point Advisors, LLC 0.19% Add +3.4% 915 $443K
Financial Advisory Corp 0.06% No change 915 $443K
Lam Group, Inc. 0.25% No change 912 $441K
Fairman Group, LLC 0.35% Reduce -44.1% 911 $441K
Southern Capital Services Inc. 0.28% — 907 $439K
Key Capital Management, INC 0.43% — 907 $438K
Topel & Distasi Wealth Management, LLC 0.21% No change 906 $438K
Vawter Financial, Ltd. 0.18% Reduce -6.0% 902 $436K
EMC Capital Management 0.19% No change 909 $436K
Kropog Financial Group, LLC 0.34% Reduce -9.2% 901 $436K
Prairieview Wealth Partners, LLC 0.40% Reduce -3.5% 901 $436K
Integrated Capital Management, Inc. 0.29% No change 900 $435K
Graver Capital Management, LLC 0.34% Add +0.1% 898 $434K
McGrath & Associates, Inc. 0.62% Add +0.9% 897 $434K
AIFG Consultants Ltd. 0.74% Reduce -1.3% 886 $428K
Gutierrez Wealth Advisory, LLC 0.27% Reduce -15.4% 880 $425K
Squire Investment Management Company, LLC 0.13% Add +7.2% 879 $425K
Downshift Financial, LLC 0.26% — 1,082 $425K
Financial Management, Inc. 0.40% — 878 $425K
Significant Wealth Partners LLC 0.47% Reduce -11.4% 878 $425K
Harborfront Financial Group LLC 3.16% — 877 $424K
Koesten, Hirschmann & Crabtree, INC. 0.21% Add +86.4% 876 $424K
Invariant Investment Management 0.27% — 884 $423K
Refined Wealth Management 0.28% New 875 $423K
Stegner Investment Associates Inc. 0.22% Reduce -1.0% 873 $422K
Smith Asset Management Co., LLC 0.35% New 866 $419K
URS Advisory LLC 0.35% — 865 $418K
Sippican Capital Advisors 0.27% Reduce -43.9% 863 $417K
Corbyn Investment Management Inc. 0.20% Add +26.6% 861 $416K
Keating Investment Counselors Inc. 0.12% Reduce -4.5% 858 $415K
Williams Financial, LLC 0.24% Add +2.5% 858 $415K
Investment Advisory Services Group LLC 0.37% — 857 $415K
ArborFi Advisors, LLC 0.34% Reduce -11.6% 857 $414K
Leverty Financial Group, LLC 0.10% No change 853 $413K
Clark Estates Inc. 0.10% No change 853 $413K
Summit Investment Advisory Services, LLC 0.16% Add +17.2% 851 $412K
American Investment Services, Inc. 0.10% No change 850 $411K
Equity Wealth Partners, LLC 0.27% Add +1.2% 848 $410K
David Kennon Inc 0.15% No change 845 $409K
Friday Financial 0.14% Add +1.4% 839 $406K
Family Wealth Partners, LLC 0.15% Reduce -4.2% 836 $404K
Cornerstone Wealth Advisors, Inc. 0.09% No change 834 $403K
NDWM LLC 0.27% Reduce -0.5% 833 $403K
Sincerus Advisory, LLC 0.32% Add +4.0% 826 $400K
BCK Partners, Inc. 0.22% Add +6.5% 825 $399K
Capital Wealth Management, LLC 0.13% Reduce -36.8% 824 $399K
FSC Wealth Advisors, LLC 0.64% Reduce -78.3% 819 $396K
Pps&v Asset Management Consultants, Inc. 0.23% Add +0.1% 817 $395K
Sterling Investment Advisors LLC 0.19% Add +0.3% 817 $395K
Kinloch Capital, LLC 0.17% Add +5.2% 816 $395K
1492 Capital Management LLC 0.15% No change 811 $392K
Barnett & Company, Inc. 0.32% Add +54.3% 810 $392K
Legacy Wealth Asset Management, LLC 0.10% Add +1.0% 809 $391K
Bridgelight Financial Advisors, Inc. 0.33% — 808 $391K
Biltmore Wealth Management, LLC 0.15% No change 807 $391K
truNorth Financial Services, Inc. 0.42% — 805 $389K
Ping Capital Management, Inc. 0.15% Add +33.3% 800 $387K
Hudson Capital Management LLC 0.10% No change 798 $386K
Traction Financial Partners, LLC 0.23% Reduce -0.4% 798 $386K
SageOak Financial, LLC 0.28% No change 797 $385K
Barry Investment Advisors, LLC 0.09% Reduce -44.5% 797 $385K
SWP Financial LLC 0.19% Add +2.5% 792 $383K
Applied Capital LLC 0.15% Add +12.8% 791 $383K
LifeGuide Financial Advisors, LLC 0.13% Reduce -38.0% 808 $382K
Beddow Capital Management Inc. 0.15% Reduce -1.3% 790 $382K
Amara Financial, Llc. 0.26% Add +0.3% 790 $382K
RCS Financial Planning, LLC 0.16% No change 788 $381K
Goodman Financial Corp 0.07% New 787 $381K
Nottingham Advisors, Inc. 0.05% Reduce -9.9% 786 $380K
Appalachian Capital Management Ltd 0.30% — 785 $380K
Mullooly Asset Management, Inc. 0.14% No change 785 $380K
Rice Hall James & Associates, LLC 0.02% No change 784 $379K
Lauer Wealth, LLC 0.29% Reduce -43.8% 790 $378K
Pioneer Wealth Management Group 0.11% No change 780 $377K
Keystone Financial Group, Inc. 0.20% Add +0.1% 779 $377K
Afg Fiduciary Services Limited Partnership 0.22% No change 791 $374K
Spectrum Financial Alliance Ltd LLC 0.07% Add +3.9% 772 $374K
Clarity Asset Management, Inc. 0.21% Reduce -10.6% 771 $373K
Peak Wealth Management LLC 0.31% — 764 $370K
Aquire Wealth Advisors, LLC 0.10% Reduce -5.5% 763 $369K
Five Pine Wealth Management 0.24% Reduce -0.1% 763 $369K
NorthLanding Financial Partners, LLC 0.30% No change 761 $368K
McNamara Financial Services, Inc. 0.07% Add +3.4% 759 $367K
Retirement Investment Advisors, Inc. 0.03% Add +21.7% 757 $366K
Kennicott Capital Management LLC 0.18% No change 755 $365K
Archer Investment Management, LLC 0.20% Add +9.0% 753 $364K
Demming Financial Services Corp. 0.27% — 753 $364K
Straight Path Wealth Management 0.10% Reduce -96.4% 747 $361K
Ridgeline Wealth, LLC 0.25% Add +8.0% 744 $360K
Guardian Wealth Management, LLC 0.11% — 742 $359K
Cornerstone Management, Inc. 0.06% Add +1.4% 735 $356K
JBGlobal.com LLC 0.45% No change 732 $354K
Hillcrest Wealth Advisors - NY, LLC 0.15% No change 728 $352K
Private Wealth Advisors, LLC 0.13% Add +3.0% 726 $351K
Envision Financial Planning, LLC 0.13% Reduce -0.1% 726 $351K
Rachor Investment Advisory Services, LLC 0.19% — 723 $350K
Grand Wealth Management, LLC 0.16% Reduce -40.9% 722 $349K
Price Financial Group Wealth Management, Inc 11.02% — 790 $348K
Greenfield Seitz Capital Management, LLC 0.11% No change 714 $345K
J2 Capital Management Inc 0.25% Add +9.2% 712 $344K
von Borstel & Associates, Inc. 0.08% Reduce -98.5% 712 $344K
Inlight Wealth Management, LLC 0.13% Add +0.6% 711 $344K
BCU Wealth Advisors, LLC 0.13% No change 710 $343K
Westend Capital Management, LLC 0.10% Add +465.6% 707 $342K
Sullivan Wood Capital Management LLC 0.52% No change 707 $342K
Sender Co & Partners, Inc. 0.19% New 707 $342K
Fullerton Advisors, LLC 0.34% — 707 $342K
Mycio Wealth Partners, LLC 0.07% Add +2.2% 706 $341K
Flagship Private Wealth, LLC 0.13% Add +5.1% 705 $341K
Rochester Wealth Strategies, LLC 0.21% No change 700 $338K
Fischer Investment Strategies, LLC 0.20% Add +3.1% 697 $337K
Stark Wealth Management LLC 1.27% No change 697 $337K
Solutions 4 Wealth, Ltd 0.51% No change 696 $337K
Troutman Wealth Management, LLC 0.28% — 695 $336K
F&V Capital Management, LLC 0.07% Reduce -9.4% 695 $336K
Dravo Bay LLC 0.14% Add +12.5% 693 $335K
DLD Asset Management, LP 0.12% New 693 $335K
Theory Financial LLC 0.11% Add +21.3% 712 $335K
Holcombe Financial, Inc. 0.21% Add +5.5% 692 $335K
Buska Wealth Management, LLC 0.12% Reduce -10.4% 691 $334K
Ruane, Cunniff & Goldfarb L.P. 0.01% No change 689 $333K
M Wealth Management, LLC 0.29% No change 688 $333K
Keystone Financial Services, LLC 0.23% Add +0.9% 686 $332K
Portland Financial Advisors Inc 0.70% No change 685 $331K
Ellerson Group Inc. 0.22% No change 681 $329K
Robinson Value Management, Ltd. 0.18% No change 680 $329K
IFC & Insurance Marketing, Inc. 0.32% — 676 $327K
Stapp Wealth Management, PLLC 0.42% No change 676 $327K
Altrius Capital Management Inc 0.07% Add +7.3% 675 $326K
eCIO, Inc. 0.15% Reduce -19.6% 674 $326K
Linden Rose Investment LLC 0.27% — 673 $326K
Disciplined Growth Investors Inc. 0.01% No change 672 $325K
Midway Capital Research & Management 0.31% — 667 $323K
Yardley Wealth Management LLC 0.17% Reduce -15.8% 666 $322K
Lee Johnson Capital Management, LLC 0.11% Reduce -2.1% 665 $321K
Pinnacle Family Advisors, LLC 0.14% Reduce -9.5% 664 $321K
Bare Financial Services, Inc 0.09% Add +65.8% 663 $321K
Plus Group Wealth Advisors LLC 0.36% — 662 $320K
Schulz Wealth, LTD. 0.20% Add +0.6% 655 $317K
Longview Financial Advisors LLC 0.17% No change 649 $314K
Redmont Wealth Advisors LLC 0.48% Reduce -40.1% 649 $314K
Prudent Man Investment Management, Inc. 0.11% Add +24.8% 649 $314K
Skylands Capital, LLC 0.04% Add +4.0% 645 $312K
Accordant Advisory Group Inc 0.21% Reduce -3.0% 643 $311K
180 GPS Investments IC Ltd 0.25% New 643 $311K
HC Advisors, LLC 0.21% Reduce -0.8% 641 $310K
Elite Financial, Inc. 0.14% No change 641 $310K
10Elms LLP 0.32% No change 640 $310K
swisspartners Advisors Ltd 0.22% No change 640 $309K
Letko, Brosseau & Associates Inc. 0.01% Add +0.2% 639 $309K
Carter Financial, LLC 0.27% — 634 $307K
Keenan, LLC 0.27% — 634 $306K
Investments & Financial Planning, LLC 0.16% No change 633 $306K
TABR Capital Management, LLC 0.20% Reduce -0.2% 628 $304K
Ballast Financial Advisors LLC 0.31% — 627 $303K
Banyan Capital Management, Inc. 0.13% Reduce -15.0% 625 $302K
Freedom Investment Management, Inc. 0.09% Reduce -48.4% 624 $302K
Graetz Wealth LLC 0.27% — 623 $301K
ADG Wealth Management Group, LLC 0.23% Add +12.3% 619 $299K
Standard Family Office LLC 0.32% No change 616 $298K
Innovative Advisory Group, LLC 0.19% No change 614 $297K
PharVision Advisers, LLC 0.15% Reduce -15.2% 613 $296K
Sbe LLC Dba Cedar Cove Wealth Partners 0.15% — 610 $295K
Reality Financial Planning Services, LLC 0.28% — 605 $293K
Skyview Financial Group LLC 0.30% — 604 $292K
Wheels Up Wealth, Inc. 0.27% — 602 $291K
Markin Volterra Fund LP 2.30% — 602 $291K
SKY-Mountain Capital Management, Inc. 0.19% Add +12.1% 619 $291K
Orcam Financial Group 0.22% No change 600 $290K
Rye Brook Capital LLC 0.27% No change 600 $290K
Cambridge Capital Management, LLC 0.13% No change 599 $290K
Schwallier Wealth Management LLC 0.18% Reduce -1.6% 671 $289K
1 North Wealth Services LLC 0.10% Reduce -0.8% 593 $287K
Mountain Hill Investment Partners Corp. 0.20% No change 590 $285K
Courage Miller Partners, LLC 0.09% No change 583 $282K
Aurelius Family Office LLC 0.12% No change 594 $281K
Team Financial Group, LLC 0.13% Add +0.2% 576 $279K
Outfitters Financial LLC 0.22% No change 575 $278K
Laurel Wealth Planning LLC 0.15% Add +15.9% 575 $278K
Share Andrew L. 0.14% No change 575 $278K
Arrien Investments, Inc. 0.16% No change 574 $278K
Stonehearth Capital Management, LLC 0.10% Add +4.6% 571 $276K
Ackerman Asset Management, LLC 0.18% New 571 $276K
NewCorp Financial Services, Inc. 0.24% — 570 $276K
Adirondack Capital Advisors, LLC 0.18% — 567 $274K
Kerrisdale Advisers, LLC 0.13% Reduce -7.2% 567 $274K
Heffernan Advisory, Inc. 0.26% — 564 $273K
WJ Interests, LLC 0.12% Reduce -49.5% 563 $272K
MJT & Associates Financial Advisory Group, Inc. 0.20% Add +0.2% 563 $272K
HFM Investment Advisors, LLC 0.11% Add +102.9% 558 $270K
Sarver Vrooman Wealth Advisors 0.17% Reduce -1.8% 557 $269K
Global View Capital Management LLC 0.05% Add +9.1% 554 $268K
Luminist Capital LLC 0.33% Add +2.8% 553 $268K
Citrine Capital LLC 0.12% No change 553 $267K
Western Financial Corp 0.11% Add +0.2% 552 $267K
Madden Advisory Services, Inc. 0.11% Reduce -96.2% 543 $263K
Horizons Wealth Management 0.17% Reduce -2.9% 541 $262K
Fidato Wealth LLC 0.17% Reduce -0.9% 541 $262K
Albert D Mason Inc. 0.17% Reduce -4.4% 540 $261K
Mittelman Wealth Management 0.17% New 538 $261K
Wellment Financial 0.31% Add +13.0% 538 $260K
Meridian Management Co. 0.06% Reduce -12.3% 536 $259K
Legacy Wealth Management, LLC 0.01% Add +1.9% 535 $259K
Financial Life Advisors 0.08% New 535 $259K
Allstreet Capital Advisors LLC 0.19% — 530 $256K
Interactive Financial Advisors, Inc. 0.17% Add +4.8% 529 $256K
JDM Financial Group LLC 0.10% Reduce -29.8% 529 $256K
Life Planning Partners, Inc 0.19% Reduce -11.0% 526 $254K
Marquette Asset Management, LLC 0.04% Reduce -30.4% 526 $254K
American Wealth Advisors, LLC 0.25% Add +0.2% 525 $254K
Brave Warrior Advisors 0.01% No change 525 $254K
Unconventional Investor, LLC 0.12% No change 522 $253K
Evergreen Advisors, LLC 0.06% — 522 $252K
Horizon Advisory Services, Inc. 0.13% No change 518 $251K
Lee, Kelleher & Klein Wealth Management 0.15% No change 516 $250K
Oakmont Investment Advisors, Inc. 0.18% — 514 $249K
Your Advocates Ltd., LLP 0.08% Add +7.8% 514 $249K
Ariston Services Group 0.15% No change 514 $249K
Shepherd Kaplan Krochuk, LLC 0.21% Add +19.3% 514 $249K
Salus Financial Advisors, LLC 0.15% Add +11.0% 513 $248K
Attessa Capital LLC 0.14% Add +19.9% 511 $247K
True Blue Financial, LLC 0.20% — 510 $247K
Gagnon Securities LLC 0.05% Add +0.4% 508 $246K
AF Advisors, Inc. 0.09% Add +0.4% 506 $245K
Stonehaven Wealth & Tax Solutions, LLC 0.22% Add +28.4% 506 $245K
Generations Wealth, LLC 0.25% — 505 $244K
William Howard & Co Financial Advisors Inc 0.21% No change 505 $244K
VVR Holdings LLC 0.13% — 505 $244K
Vestment Financial LLC 0.13% No change 509 $244K
Broussard Financial Group LLC 0.20% — 504 $244K
Imprint Wealth LLC 1.14% Reduce -33.4% 503 $243K
Prism Advisors, Inc. 0.06% Reduce -64.8% 503 $243K
Moller Wealth Partners 0.05% Reduce -0.2% 497 $240K
Access Investment Management LLC 0.06% No change 459 $238K
Patton Fund Management, Inc. 0.03% Reduce -12.6% 491 $237K
Vistica Wealth Advisors, LLC 0.23% — 488 $236K
Weitzel Financial Services, Inc. 0.09% No change 497 $235K
Rareview Capital LLC 0.15% No change 471 $234K
Quarry Hill Advisors, LLC 0.11% Reduce -29.3% 483 $234K
Perspective Wealth Advisors LLC 0.16% — 478 $231K
Momentum Wealth Planning, LLC 0.18% Reduce -89.1% 476 $230K
SMI Advisory Services, LLC 0.04% No change 480 $229K
FLP Wealth Management, LLC 0.54% Reduce -0.6% 471 $228K
ETF Store, Inc. 0.23% Reduce -4.9% 470 $227K
Financial Alternatives, Inc 0.13% Reduce -38.4% 464 $224K
Allodium Investment Consultants, LLC 0.11% Add +4.5% 464 $224K
Fund Evaluation Group, LLC 0.01% New 464 $224K
FC Advisory LLC 0.06% No change 457 $221K
Northeast Planning Associates, Inc. / NH / 0.16% No change 454 $220K
Mason & Associates, LLC 0.05% Add +6.6% 453 $219K
TrueWealth Financial Partners 0.18% Reduce -93.5% 453 $219K
Macco Financial Group, Inc. 0.19% — 452 $219K
Kieckhefer Group LLC 0.10% New 450 $218K
Leibman Financial Services, Inc. 0.16% Reduce -85.2% 449 $217K
MayTech Global Investments, LLC 0.02% No change 448 $217K
Genesis Financial Group, LLC 0.12% — 445 $215K
Sherry Group, Inc. 0.23% — 441 $215K
Miller Global Investments, LLC 0.19% — 443 $214K
Reicon Wealth Advisors, LLC 0.16% — 442 $214K
Grunden Financial Advisory, Inc. 0.08% Reduce -27.7% 442 $213K
LTG Capital LLC 0.17% No change 438 $212K
Brown Capital Management LLC 0.02% Reduce -50.1% 438 $212K
Disciplined Equity Management, Inc. 0.11% No change 437 $211K
Bishop & Co Investment Management, LLC 0.07% No change 436 $211K
Brindle & Bay Financial Advisors, LLC 0.14% — 435 $210K
Ghe, LLC 0.07% New 435 $210K
Kirr Marbach & Co. LLC 0.04% No change 435 $210K
Selby Wealth Management, LLC 0.08% — 435 $210K
Boyce & Associates Wealth Consulting, Inc. 0.18% Add +0.2% 434 $210K
Shariaportfolio, Inc. 0.09% Reduce -2.3% 433 $209K
Boyd Wealth Management, LLC 0.09% Add +1.4% 432 $209K
Atlantic Family Wealth, LLC 0.16% Reduce -10.4% 430 $208K
SWF LLC 0.02% No change 428 $207K
Semitam Bonam LLC 0.17% New 422 $204K
Kings Path Partners LLC 0.07% No change 418 $202K
Klein Pavlis & Peasley Financial, Inc. 0.12% Reduce -25.9% 416 $201K
Friedenthal Financial 0.10% No change 406 $196K
POM Investment Strategies, LLC 0.10% Reduce -65.3% 403 $195K
Ecofi Investissements SA 0.13% New 400 $193K
Consultiva Wealth Management, Corp. 0.51% Reduce -31.7% 377 $182K
Value Aligned Research Advisors, LLC 0.00% No change 374 $181K
Midwest Capital Advisors, LLC 0.08% Add +3.7% 362 $175K
Navigoe, LLC 0.11% No change 357 $172K
Portfolio Resources Advisor Group, Inc. 0.17% — 352 $170K
Quarry LP 0.03% Reduce -84.8% 346 $167K
XY Capital Ltd 0.16% New 328 $159K
Evolution Advisers, Inc. 0.07% Reduce -31.2% 326 $157K
Arbor Wealth Management LLC\AZ 0.12% — 315 $153K
Family CFO Inc 0.07% New 310 $150K
Glynn Capital Management LLC 0.05% No change 291 $141K
Englebert Financial Advisers, LLC 0.16% — 285 $138K
Gleason Group, Inc. 0.01% Add +39.5% 272 $131K
Nvest Wealth Strategies, Inc. 0.09% — 256 $124K
Three Bearings Fiduciary Advisors, Inc. 0.10% — 258 $111K
Morgan Dempsey Capital Management LLC 0.05% No change 228 $110K
USA Financial Formulas 0.02% Reduce -42.3% 209 $101K
Carolina Wealth Advisors, LLC 0.04% Add +7.7% 197 $95K
NorthAvenue LLC 0.08% — 188 $91K
Vestor Capital, LLC 0.01% Reduce -99.9% 86 $88K
PayPay Securities Corp 2.45% Add +22.7% 173 $84K
Bulwark Capital Corp 0.06% Add +160.9% 167 $81K
Conquis Financial LLC 0.07% No change 162 $78K
Compound Global Advisors, LLC 4.18% No change 156 $75K
MilWealth Group LLC 0.02% Add +10.0% 154 $74K
Atomic Invest LLC 0.04% — 151 $73K
Wells Financial Advisors INC 0.12% Reduce -56.1% 133 $64K
Frisco Financial Planning LLC 0.05% Reduce -32.3% 132 $64K
Akuna Securities LLC 0.02% New 132 $64K
MidAtlantic Capital Management, Inc. 0.04% New 123 $59K
PMV Capital Advisers, LLC 0.10% Add +31.5% 117 $57K
Blueline Advisors LLC 0.05% — 115 $56K
Park Square Financial Group, LLC 0.33% Add +2.4% 130 $55K
Daytona Street Capital LLC 0.04% — 103 $50K
Fiduciary Advisors, Inc. 0.03% Add +1.1% 91 $44K
Fairway Wealth LLC 0.01% Add +287.0% 89 $43K
DB Fitzpatrick & Co, Inc 0.04% No change 83 $40K
SIMA Wealth Partners, LLC 0.03% Reduce -41.6% 80 $39K
Newton One Investments LLC 0.01% No change 75 $36K
Timmons Wealth Management, LLC 0.04% — 75 $36K
LM Advisors LLC 0.14% Reduce -51.6% 17,020 $35K
Bernzott Capital Advisors 0.02% New 70 $34K
Richardson Capital Management LLC 0.02% No change 69 $34K
Bayforest Capital Ltd 0.02% Reduce -16.2% 62 $30K
ROSS\JOHNSON & Associates LLC 0.53% Reduce -14.5% 59 $29K
Longfellow Investment Management Co. LLC 0.01% No change 59 $29K
IFS Advisors, LLC 0.01% No change 56 $28K
Ball & Co Wealth Management Inc. 0.02% No change 56 $27K
Financially Speaking Inc 0.01% No change 44 $21K
Teachers Insurance & Annuity Association of America 0.02% Add +115.8% 41 $20K
Transce3nd, LLC 0.15% Add +18.8% 38 $18K
Battery Global Advisors, LLC 0.00% Reduce -99.6% 17 $9K
Mizuho Securities Co. Ltd. 0.10% Reduce -25.0% 15 $7K
Icon Advisers Inc. 0.00% No change 15 $7K
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.00% Reduce -99.3% 14 $7K
Berkshire Capital Holdings Inc. 0.00% No change 10 $5K
Inspire Investing, LLC 0.00% New 10 $5K
Bridge Generations Wealth Management LLC 0.00% No change 7 $3K

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