MicrosoftMSFT

13F holders, Q1 2026 (March 31)
6,232holders −94
121new positions
208sold out
33famous investors
$370.23avg. 13F price*

At the end of Q1 2026, 6,232 institutions reported holding Microsoft Corp. (MSFT) in their 13F filings, down 94 from Q4 2025. 121 opened new positions and 208 sold out. The largest holders were BlackRock, Inc. ($219.6B), Vanguard Capital Management LLC ($178.6B) and State Street Corp. ($113.5B). 33 famous investors held it, including Bill Ackman (15.3% of Pershing Square's portfolio), Brad Gerstner (7.7% of Altimeter Capital Management's portfolio) and Terry Smith (6.0% of Fundsmith's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions121$4.0B
Exits208$10.0B

All 13F filers, Q4 2025 → Q1 2026: 212,095,640 shares bought and 241,582,672 shares sold, net −29,487,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6,232 holders

BlackRock, Inc. 3.86% Reduce -1.4% 593,328,571 $219.6B
Vanguard Capital Management LLC 4.42% — 482,558,086 $178.6B
State Street Corp. 3.93% Add +0.2% 306,708,289 $113.5B
FMR LLC 3.72% Reduce -5.3% 190,211,367 $70.4B
Geode Capital Management, LLC 4.33% Add +3.2% 188,501,918 $69.6B
Vanguard Portfolio Management LLC 3.24% — 167,490,848 $62.0B
Morgan Stanley 2.79% Add +3.0% 124,881,288 $46.2B
JPMorgan Chase & Co. 3.10% Reduce -14.0% 127,128,999 $45.6B
T. Rowe Price Associates Inc. 5.03% Reduce -6.7% 117,242,934 $43.4B
Invesco Ltd. 3.57% Reduce -6.6% 98,747,284 $36.6B
Capital Research Global Investors 5.53% Add +31.1% 96,093,061 $35.6B
Northern Trust Corp. 3.90% Reduce -0.1% 79,696,955 $29.5B
Bank of America Corp. 1.92% Reduce -3.2% 70,765,459 $26.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 4.91% Add +6.1% 63,832,188 $23.6B
Capital World Investors 3.14% Reduce -4.2% 61,734,339 $22.8B
Goldman Sachs Group Inc. 2.98% Add +19.1% 61,217,966 $22.7B
Capital International Investors 4.77% Reduce -32.8% 54,837,522 $20.3B
Wellington Management Group LLP 3.65% Add +7.8% 52,742,167 $19.5B
Charles Schwab Investment Management Inc. 2.97% Add +3.1% 52,519,324 $19.4B
Bank of New York Mellon Corp 3.52% Reduce -5.1% 51,657,016 $19.1B
Legal & General Group Plc 4.30% Reduce -1.6% 50,263,312 $18.6B
Nuveen, LLC 4.43% Reduce -8.4% 44,121,970 $16.3B
Vanguard Fiduciary Trust Co. 3.98% — 42,631,844 $15.8B
Amundi 4.20% Add +30.8% 41,675,076 $15.4B
Alliancebernstein L.P. 4.98% Reduce -11.9% 31,797,302 $15.4B
Franklin Resources Inc. 3.54% Reduce -3.9% 38,405,107 $14.2B
Royal Bank of Canada 2.60% Reduce -1.1% 37,062,879 $13.7B
Wells Fargo & Company 2.47% Add +0.6% 33,333,314 $12.3B
UBS Group AG 2.17% Add +17.8% 33,034,656 $12.2B
Deutsche Bank AG 3.99% Add +2.8% 32,615,124 $12.1B
Ameriprise Financial Inc. 2.68% Reduce -5.3% 31,094,882 $11.5B
Dimensional Fund Advisors LP 2.25% Add +10.5% 29,323,744 $10.9B
Massachusetts Financial Services Co. 3.59% Reduce -5.9% 25,473,981 $10.7B
Fisher Asset Management 3.26% Add +2.5% 25,941,594 $9.6B
Barclays PLC 3.31% Add +3.5% 24,964,429 $9.2B
Arrowstreet Capital, Limited Partnership 4.86% Add +64.3% 24,264,779 $9.0B
HSBC Holdings PLC 5.29% Add +8.3% 23,968,571 $8.9B
Janus Henderson Group PLC 4.21% Reduce -10.9% 23,878,982 $8.8B
California Public Employees Retirement System 4.99% Add +3.7% 21,906,086 $8.1B
Swiss National Bank 4.41% Add +7.1% 20,721,690 $7.7B
Mitsubishi UFJ Asset Management Co., Ltd. 4.76% Add +2.6% 19,158,356 $7.1B
Jennison Associates LLC 4.55% Reduce -15.1% 17,883,560 $6.6B
Raymond James Financial Inc. 2.02% Add +2.8% 17,738,222 $6.6B
Sumitomo Mitsui Trust Group, Inc. 4.24% Reduce -5.0% 17,687,515 $6.5B
Citigroup Inc. 3.94% Add +40.7% 16,670,235 $6.2B
Vanguard Global Advisers, LLC 3.22% — 16,245,489 $6.0B
American Century Companies Inc. 3.09% Add +6.8% 16,151,639 $6.0B
Schroder Investment Management Group 4.69% Reduce -2.8% 15,440,474 $5.7B
Swedbank AB 5.89% Add +2.4% 15,139,876 $5.6B
Principal Financial Group Inc. 2.97% Add +1.1% 15,016,976 $5.6B
Bank of Montreal 2.30% Add +5.7% 15,016,936 $5.6B
Canada Pension Plan Investment Board 3.58% Add +18.9% 14,999,474 $5.6B
National Pension Service 4.19% Add +2.8% 14,917,409 $5.5B
Assenagon Asset Management S.A. 8.07% Add +26.9% 13,647,948 $5.1B
Nordea Investment Management AB 4.58% Reduce -4.8% 13,520,853 $4.9B
Rhumbline Advisers 4.12% Reduce -2.5% 12,999,925 $4.8B
BNP Paribas Financial Markets 3.18% Reduce -1.1% 12,842,350 $4.8B
VANGUARD ASSET MANAGEMENT, Ltd 4.04% — 12,753,462 $4.7B
T. Rowe Price Investment Management, Inc. 3.25% Add +18.2% 12,744,856 $4.7B
Sanders Capital, LLC 5.47% Add +2.0% 12,393,692 $4.6B
Dodge & Cox 2.43% Add +60.7% 11,959,935 $4.4B
National Bank of Canada 4.51% Add +20.1% 11,902,573 $4.4B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4.03% Reduce -13.7% 11,816,820 $4.4B
Envestnet Asset Management Inc. 1.15% Add +11.7% 11,645,986 $4.3B
Neuberger Berman Group LLC 3.21% Reduce -3.1% 11,385,383 $4.2B
Manufacturers Life Insurance Company, The 3.59% Add +3.3% 11,164,853 $4.1B
California State Teachers Retirement System 4.20% Reduce -2.3% 10,715,663 $4.0B
Victory Capital Management Inc. 2.56% Reduce -17.9% 10,712,913 $4.0B
State Farm Mutual Automobile Insurance Co. 3.02% No change 10,360,148 $3.8B
LPL Financial LLC 1.02% Add +3.3% 10,337,597 $3.8B
FIL Ltd 2.87% Add +12.9% 9,991,460 $3.7B
AQR Capital Management 1.69% Add +60.2% 10,035,598 $3.7B
Brown Advisory Inc. 5.91% Reduce -9.6% 9,717,825 $3.6B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 4.04% Reduce -2.9% 9,405,928 $3.5B
Clearbridge Investments, LLC 2.99% Reduce -10.5% 9,270,237 $3.4B
Russell Investments Group, Ltd. 3.65% Add +5.6% 9,197,631 $3.4B
PNC Financial Services Group, Inc. 1.95% Reduce -0.2% 9,124,106 $3.4B
New York State Common Retirement Fund 4.59% Add +0.3% 8,872,181 $3.3B
TD Asset Management Inc 2.63% Reduce -6.3% 8,755,159 $3.2B
Aberdeen Group plc 5.23% Add +2.2% 8,748,165 $3.2B
CIBC Bancorp USA Inc. 4.33% — 8,645,671 $3.2B
Fayez Sarofim & Co 7.29% Add +0.3% 7,698,013 $2.8B
Allianz Asset Management GmbH 3.24% Add +1.5% 7,565,666 $2.8B
DekaBank Deutsche Girozentrale 4.62% Add +2.0% 7,567,273 $2.8B
Robeco Institutional Asset Management B.V. 3.86% Reduce -8.1% 7,308,123 $2.7B
Primecap Management Co. 2.12% Reduce -0.3% 7,264,560 $2.7B
Aviva PLC 4.43% Add +3.0% 7,131,470 $2.6B
Sei Investments Co. 2.39% Reduce -1.6% 7,000,712 $2.6B
Prudential Financial Inc. 3.17% Reduce -2.6% 6,950,519 $2.6B
Bessemer Group Inc. 4.03% Add +8.4% 6,921,677 $2.6B
Voya Investment Management LLC 3.05% Reduce -29.9% 6,887,010 $2.5B
Universal- Beteiligungs- und Servicegesellschaft mbH 4.40% Reduce -3.6% 6,797,181 $2.5B
Pictet Asset Management Holding SA 2.61% Reduce -9.1% 6,689,245 $2.5B
Stifel Financial Corp. 2.27% Reduce -5.0% 6,663,492 $2.5B
Ensign Peak Advisors, Inc 4.57% Reduce -2.3% 6,631,072 $2.5B
Adage Capital Partners Gp, L.L.C. 3.76% Reduce -0.8% 6,575,643 $2.4B
State Board of Administration of Florida Retirement System 4.50% Reduce -1.1% 6,486,812 $2.4B
CANADA LIFE ASSURANCE Co 4.27% Add +3.6% 6,417,356 $2.4B
1832 Asset Management L.P. 3.10% Add +12.0% 6,323,428 $2.3B
GMO 5.85% Add +17.3% 6,176,138 $2.3B
D. E. Shaw & Co. 1.94% Reduce -10.2% 6,167,970 $2.3B
New York State Teachers Retirement System 4.57% Add +0.3% 6,074,595 $2.2B
Loomis Sayles & Co. L P 3.02% Add +1.1% 6,063,327 $2.2B
Daiwa Securities Group Inc. 6.46% Add +90.4% 6,022,434 $2.2B
KBC Group NV 5.55% Add +6.2% 5,973,157 $2.2B
Mariner, LLC 2.50% Add +7.7% 5,786,681 $2.1B
Baird Financial Group, Inc. 3.34% Add +2.3% 5,782,718 $2.1B
Natixis Advisors, LLC 2.97% Reduce -6.5% 5,772,393 $2.1B
Corient Private Wealth LP 3.04% Reduce -6.1% 5,668,485 $2.1B
Royal London Asset Management Ltd. 4.41% Reduce -4.6% 5,685,840 $2.1B
Pershing Square 15.26% New 5,654,078 $2.1B
Danske Bank A/S 5.02% Add +6.1% 5,628,067 $2.1B
DNB Asset Management AS 7.31% Add +8.7% 5,541,288 $2.1B
Credit Agricole S A 6.63% Reduce -7.3% 5,477,807 $2.0B
US Bancorp \de 2.45% Add +0.9% 5,452,330 $2.0B
SG Americas Securities, LLC 2.23% Reduce -19.6% 5,421,595 $2.0B
Ninety One UK Ltd 4.63% Reduce -18.1% 5,396,305 $2.0B
Zurcher Kantonalbank (Zurich Cantonalbank) 4.33% Add +10.9% 5,373,605 $2.0B
Focus Partners Wealth 2.19% Add +19.9% 5,318,401 $2.0B
Lazard Asset Management LLC 3.23% Add +7.6% 5,298,695 $2.0B
Korea Investment CORP 3.98% Reduce -3.8% 5,191,867 $1.9B
Mackenzie Financial Corp. 2.25% Reduce -8.2% 5,075,573 $1.9B
HighTower Advisors, LLC 1.99% Add +1.1% 5,058,749 $1.9B
Acadian Asset Management LLC 2.63% Add +27.0% 5,014,413 $1.9B
Fred Alger Management, LLC 8.11% Reduce -0.1% 4,986,013 $1.8B
Caisse de depot et placement du Quebec 2.95% Reduce -2.8% 4,974,037 $1.8B
APG Asset Management N.V. 5.76% Reduce -15.4% 5,656,313 $1.8B
Jones Financial Companies LLLP 0.87% Add +202.6% 5,077,240 $1.8B
Bank of Nova Scotia 3.10% Reduce -19.4% 4,769,771 $1.8B
ProShare Advisors LLC 2.59% Reduce -18.4% 4,728,436 $1.8B
Susquehanna International Group, LLP 2.24% Add +129.6% 4,664,080 $1.7B
Nomura Asset Management International Inc. 2.94% Reduce -19.5% 4,631,277 $1.7B
Fifth Third Bancorp 3.10% Add +59.1% 4,576,422 $1.7B
Winslow Capital Management, LLC 6.48% Reduce -29.1% 4,488,492 $1.7B
Generation Investment Management LLP 14.83% Add +8.3% 4,469,019 $1.7B
Chevy Chase Trust Holdings, LLC 4.68% Reduce -3.0% 4,386,215 $1.6B
First Manhattan Co. Llc. 4.49% Add +0.3% 4,371,164 $1.6B
Alecta Tjanstepension Omsesidigt 7.76% No change 4,300,000 $1.6B
Truist Financial Corp. 2.13% Reduce -0.2% 4,269,343 $1.6B
Bank Julius Baer & Co. Ltd, Zurich 4.74% Reduce -4.0% 4,266,097 $1.6B
Toronto Dominion Bank 3.02% Add +10.4% 4,200,798 $1.6B
Public Sector Pension Investment Board 4.84% Add +19.9% 4,196,827 $1.6B
Parnassus Investments, LLC 4.54% Reduce -7.0% 4,192,164 $1.6B
Eurizon Capital SGR S.p.A. 4.84% Reduce -0.3% 4,205,014 $1.5B
First Trust Advisors LP 1.09% Add +13.8% 4,131,891 $1.5B
PFA Pension, Forsikringsaktieselskab 4.59% Reduce -0.4% 4,119,349 $1.5B
Cerity Partners LLC 2.15% Add +7.9% 4,102,747 $1.5B
Quantinno Capital Management LP 2.52% Add +14.1% 4,078,708 $1.5B
Storebrand Asset Management As 4.33% Reduce -9.4% 4,069,363 $1.5B
Rockefeller Capital Management L.P. 2.65% Add +2.1% 4,033,392 $1.5B
Eagle Capital Management LLC 4.97% Add +2.9% 4,005,305 $1.5B
Nomura Asset Management Co. Ltd. 3.82% Add +0.7% 3,998,974 $1.5B
Union Bancaire Privee, UBP SA 20.63% Reduce -2.5% 1,021,503 $1.5B
Baillie Gifford & Co. 1.47% Reduce -30.1% 3,878,029 $1.4B
Creative Planning 0.97% Add +10.0% 3,870,580 $1.4B
Mirae Asset Global Investments Co., Ltd. 4.10% Add +3.6% 3,866,611 $1.4B
Mitsubishi UFJ Trust & Banking Corp 3.51% Add +0.5% 3,842,451 $1.4B
State of Wisconsin Investment Board 3.22% Add +3.6% 3,801,033 $1.4B
Handelsbanken Fonder AB 4.56% Reduce -1.7% 3,696,043 $1.4B
Rathbones Group PLC 5.34% Add +2.9% 3,613,937 $1.3B
Thrivent Financial for Lutherans 2.60% Reduce -10.2% 3,607,045 $1.3B
Soroban Capital Partners LP 9.49% Reduce -7.8% 3,584,691 $1.3B
Vanguard Investments Australia, Ltd. 3.78% — 3,535,295 $1.3B
Treasurer of the State of North Carolina 4.11% Add +3.0% 3,531,845 $1.3B
Flossbach Von Storch SE 6.09% Add +12.3% 3,524,051 $1.3B
Allspring Global Investments Holdings, LLC 2.17% Add +1.9% 3,506,174 $1.3B
Blair William & Co. 3.71% Reduce -2.1% 3,498,110 $1.3B
Public Employees Retirement Association of Colorado 5.03% Reduce -5.5% 3,465,021 $1.3B
Man Group plc 2.64% Reduce -0.1% 3,399,672 $1.3B
Aristotle Capital Management, LLC 2.62% Reduce -4.1% 3,377,893 $1.3B
Marshall Wace, LLP 1.35% Reduce -10.1% 3,370,398 $1.2B
Asset Management One Co., Ltd. 3.67% Reduce -1.4% 3,357,509 $1.2B
Captrust Financial Advisors 2.17% Add +20.6% 3,342,378 $1.2B
Los Angeles Capital Management LLC 4.85% Reduce -12.0% 3,325,321 $1.2B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.68% Add +8.6% 3,330,604 $1.2B
Fiera Capital Corp 4.17% Add +1.2% 3,289,871 $1.2B
Employees Provident Fund Board 9.17% Add +31.1% 3,278,441 $1.2B
Vontobel Holding Ltd. 4.05% Add +3.5% 3,179,965 $1.2B
Public Employees Retirement System of Ohio 3.71% Reduce -0.2% 3,099,154 $1.1B
Commonwealth Equity Services, LLC 1.56% Reduce -3.7% 3,023,558 $1.1B
Federated Hermes, Inc. 1.80% Reduce -1.5% 2,992,907 $1.1B
Panagora Asset Management Inc. 4.11% Add +0.4% 2,965,156 $1.1B
KLP Kapitalforvaltning As 4.25% Add +3.0% 2,928,568 $1.1B
King Luther Capital Management Corp. 4.69% Reduce -2.3% 2,907,004 $1.1B
William Blair Investment Management, LLC 3.54% Reduce -17.0% 2,896,782 $1.1B
Clear Street Group Inc. 5.99% Add +0.9% 2,874,170 $1.1B
Cetera Investment Advisers 1.13% Add +4.5% 2,878,640 $1.1B
PineStone Asset Management Inc. 7.46% Reduce -2.2% 2,866,183 $1.1B
M&G PLC 5.63% Add +18.1% 2,861,372 $1.1B
Polen Capital Management LLC 7.29% Reduce -27.2% 2,845,888 $1.1B
AMF Tjanstepension AB 6.94% Add +4.9% 2,827,825 $1.0B
Millennium Management 0.81% Add +22.1% 2,798,177 $1.0B
Squarepoint Ops LLC 2.23% Add +79.3% 2,787,524 $1.0B
Capstone Investment Advisors, LLC 11.41% Add +284.0% 2,773,897 $1.0B
Keybank National Association 3.75% Reduce -0.2% 2,771,373 $1.0B
CIBC Asset Management Inc 2.49% Add +0.1% 2,755,893 $1.0B
Worldquant Millennium Advisors LLC 3.93% Add +35.6% 2,754,390 $1.0B
Osaic Holdings, Inc. 1.49% Add +15.2% 2,750,658 $1.0B
Swiss Life Asset Management Ltd 4.96% Add +6.8% 2,734,420 $1.0B
TCI Fund Management 2.24% Reduce -83.7% 2,728,412 $1.0B
Healthcare of Ontario Pension Plan Trust Fund 1.68% Add +31.0% 2,726,343 $1.0B
STRS Ohio 3.99% Reduce -8.4% 2,713,638 $1.0B
SEB Asset Management AB 4.29% — 2,712,669 $1.0B
Lansforsakringar Fondforvaltning AB (publ) 5.22% Add +0.6% 2,697,368 $998.5M
Candriam S.C.A. 5.17% Add +3.4% 2,678,207 $991.4M
Temasek Holdings (Private) Ltd 3.32% Reduce -1.4% 2,667,081 $987.3M
Citadel Advisors 0.70% Reduce -19.2% 2,638,124 $976.6M
Retirement Systems of Alabama 3.20% Reduce -1.5% 2,587,515 $957.8M
State of Tennessee, Department of Treasury 3.21% Reduce -0.4% 2,582,031 $955.8M
Natixis 3.85% Add +646.6% 2,574,534 $953.0M
NEOS Investment Management LLC 4.79% Add +19.6% 2,563,011 $948.7M
Capital Wealth Planning, LLC 5.12% Add +52.0% 2,507,605 $928.2M
Tiger Global Management 4.05% Reduce -54.4% 2,500,000 $925.4M
Coatue Management 3.16% Reduce -52.0% 2,480,017 $918.0M
UniSuper Management Pty Ltd 5.99% Reduce -1.8% 2,473,661 $915.7M
Cardano Risk Management B.V. 8.78% Add +2.9% 2,424,306 $897.4M
Qube Research & Technologies Ltd 1.27% Add +42.2% 2,413,753 $893.4M
State of New Jersey Common Pension Fund D 3.44% Add +0.1% 2,412,562 $893.1M
Resona Asset Management Co.,Ltd. 4.44% Add +2.8% 2,420,953 $890.8M
Calamos Advisors LLC 4.58% Add +11.6% 2,375,507 $879.3M
Farallon Capital Management, L.L.C. 5.17% Add +5.9% 2,344,779 $868.0M
ING Groep NV 5.27% Add +26.1% 2,328,786 $862.0M
Mawer Investment Management Ltd. 5.55% Reduce -11.8% 2,315,228 $857.0M
Viking Global Investors 2.39% Reduce -28.2% 2,309,446 $854.9M
Menora Mivtachim Holdings LTD. 4.01% Reduce -20.0% 2,286,725 $846.5M
Northwestern Mutual Wealth Management Co. 0.51% Add +11.5% 2,247,277 $831.9M
Janney Montgomery Scott LLC 2.05% Add +6.1% 2,238,486 $828.6M
Life Cycle Investment Partners Ltd 5.28% Add +4.7% 2,236,542 $827.9M
Teacher Retirement System of Texas 3.45% Add +0.9% 2,234,699 $827.2M
Scotia Capital Inc. 3.35% Add +8.4% 2,201,821 $815.1M
Fort Washington Investment Advisors Inc. 4.45% Add +1.6% 2,172,672 $804.3M
Commerce Bank 3.88% Add +12.0% 2,162,350 $800.4M
Wealth Enhancement Advisory Services, LLC 1.76% Reduce -21.8% 2,358,353 $799.4M
CI Investments Inc. 3.87% Reduce -19.1% 2,159,396 $799.3M
TD Waterhouse Canada Inc. 2.36% Add +123.9% 2,155,509 $794.9M
Tredje AP-fonden 4.27% Add +23.5% 2,109,028 $780.7M
Fundsmith 6.00% Reduce -0.0% 2,079,737 $769.9M
Tidal Investments LLC 2.40% Add +46.1% 2,092,399 $769.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 4.18% Add +63.4% 2,071,039 $766.6M
Skandinaviska Enskilda Banken AB (publ) 17.60% Reduce -45.7% 2,061,272 $763.0M
Xponance LLC 5.42% Add +10.4% 2,061,291 $763.0M
State of Michigan Retirement System 4.02% Reduce -7.9% 2,057,867 $761.8M
Cibc World Market Inc. 1.33% Reduce -18.3% 2,045,058 $757.0M
Nisa Investment Advisors, LLC 2.79% Reduce -4.4% 2,041,368 $755.7M
Assetmark, Inc. 1.53% Add +6.1% 2,023,261 $749.0M
Czech National Bank 4.92% Add +3.2% 2,022,338 $748.6M
MetLife Investment Management, LLC 3.81% Reduce -2.3% 2,019,849 $747.7M
Mercer Global Advisors Inc. 1.10% Add +2.2% 2,018,956 $745.1M
M&T Bank Corp 2.44% Reduce -0.7% 2,012,240 $744.9M
Brown Brothers Harriman & Co. 3.87% Add +4.5% 1,947,381 $720.9M
Mairs & Power Inc. 7.35% Add +1.5% 1,942,391 $719.0M
Arizona State Retirement System 4.19% Reduce -3.0% 1,934,523 $716.1M
Lido Advisors, LLC 2.81% Add +3.5% 1,917,002 $709.6M
Banque Pictet & Cie SA 8.21% Add +13.4% 1,921,942 $708.3M
Bahl & Gaynor LLC 3.49% Add +1.9% 1,871,331 $692.7M
Altarock Partners LP 16.75% Reduce -10.3% 1,867,537 $691.3M
WCM Investment Management, LLC 1.58% Reduce -1.0% 1,924,322 $690.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 6.85% Add +0.1% 1,842,719 $683.4M
Banco Santander, S.A. 5.48% Add +77.5% 1,836,327 $679.8M
USS Investment Management Ltd 2.88% Reduce -3.1% 1,834,520 $679.0M
Jupiter Asset Management Ltd. 3.61% Add +141.4% 1,857,842 $677.4M
Capitolis Liquid Global Markets LLC 4.30% — 1,827,507 $676.5M
Unisphere Establishment 5.61% Reduce -4.5% 1,802,250 $667.1M
Pinebridge Investments LLC 5.51% Reduce -3.3% 1,767,650 $654.3M
Federation des caisses Desjardins du Quebec 2.33% Add +13.6% 1,752,915 $648.9M
Van Lanschot Kempen Investment Management N.V. 5.68% Add +28.6% 1,749,983 $647.8M
Pathstone Holdings, LLC 2.55% Reduce -2.7% 1,732,145 $641.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 3.26% Add +0.1% 1,729,747 $640.3M
AustralianSuper Pty Ltd 3.31% Reduce -35.5% 1,716,818 $635.5M
B. Metzler seel. Sohn & Co. AG 5.75% Reduce -0.1% 1,673,529 $619.5M
Nissay Asset Management Corp. /Japan 3.27% Reduce -4.0% 1,668,720 $617.7M
ABN AMRO Bank N.V. 6.59% Reduce -8.1% 1,641,168 $611.4M
Westfield Capital Management Co. LP 2.56% Add +1.8% 1,649,513 $610.6M
Jacobs Levy Equity Management, Inc. 2.52% Reduce -11.4% 1,616,923 $598.5M
NewEdge Advisors, LLC 2.10% Add +4.0% 1,572,845 $582.2M
Sustainable Growth Advisers, LP 5.47% Reduce -23.6% 1,568,993 $580.8M
Sarasin & Partners LLP 7.08% Reduce -9.9% 1,567,085 $580.1M
Mirova US LLC 6.53% Reduce -4.0% 1,555,616 $575.8M
DSM Capital Partners LLC 10.09% Reduce -6.3% 1,541,875 $570.8M
Glenmede Trust Co. NA 2.80% Reduce -1.1% 1,541,064 $570.5M
Amalgamated Bank 4.36% Reduce -1.8% 1,540,464 $570.2M
Compagnie Lombard Odier SCmA 6.98% Add +1.4% 1,533,083 $567.5M
Sands Capital Management, LLC 2.22% Reduce -38.1% 1,530,124 $566.4M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 6.86% No change 1,500,000 $555.3M
TCW Group Inc. 4.16% Reduce -6.6% 1,495,489 $553.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 4.09% Reduce -14.7% 1,489,752 $551.5M
Connor, Clark & Lunn Investment Management Ltd. 1.25% Add +27.0% 1,462,528 $541.4M
Crake Asset Management LLP 18.90% Add +21.1% 1,461,424 $541.0M
Everett Harris & Co. 6.95% Reduce -0.7% 1,455,311 $538.7M
LGT Group Foundation 6.57% Reduce -4.7% 1,454,074 $538.3M
IFM Investors Pty Ltd 4.48% Add +3.8% 1,452,610 $537.7M
Voloridge Investment Management, LLC 2.15% Add +50.0% 1,448,525 $536.2M
Zurich Insurance Group Ltd 4.21% Reduce -4.0% 1,448,223 $536.1M
OP Asset Management Ltd 5.31% Add +48.5% 1,426,567 $528.1M
Banco Bilbao Vizcaya Argentaria, S.A. 3.66% Add +18.7% 1,417,836 $523.3M
&partners 2.59% Add +6.5% 1,410,984 $523.0M
Woodline Partners LP 1.98% Add +8.4% 1,411,889 $522.6M
Capital International, Inc. 3.97% Add +5.8% 1,385,144 $512.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 4.14% Add +2.6% 1,381,678 $511.5M
Two Sigma Investments, LP 0.44% Add +156.6% 1,380,837 $511.1M
OMERS ADMINISTRATION Corp 3.29% Reduce -13.9% 1,379,795 $510.8M
Van Eck Associates Corp. 0.39% Add +7.8% 1,379,685 $510.7M
Employees Retirement System of Texas 5.32% Reduce -3.6% 1,375,556 $509.2M
PensionDanmark Pensionsforsikringsaktieselskab 4.93% Add +0.5% 1,370,512 $507.3M
Coldstream Capital Management Inc. 6.23% Add +71.9% 1,356,446 $502.1M
Harel Insurance Investments & Financial Services Ltd. 3.41% Add +138.8% 1,356,359 $502.1M
MML Investors Services, LLC 1.38% Reduce -6.2% 1,347,117 $498.7M
AEGON ASSET MANAGEMENT UK Plc 6.52% Reduce -3.9% 1,331,614 $491.8M
First Eagle Investment Management, LLC 0.83% Add +137.6% 1,325,098 $490.5M
Voyager Global Management LP 16.68% Add +29.3% 1,325,000 $490.5M
Huntington National Bank 3.61% Add +11.9% 1,322,685 $489.6M
O'shaughnessy Asset Management, LLC 2.44% Add +10.8% 1,315,133 $486.8M
Veritas Asset Management LLP 8.14% Reduce -37.8% 1,298,635 $480.7M
Caxton Associates LLP 11.12% Add +597.1% 1,294,540 $479.2M
Ieq Capital, LLC 2.22% Add +18.2% 1,291,717 $478.2M
Mn Services Vermogensbeheer B.V. 3.15% Reduce -0.1% 1,289,449 $477.3M
Rafferty Asset Management, LLC 1.93% Reduce -9.3% 1,286,837 $476.3M
AE Wealth Management LLC 2.57% Add +24.5% 1,284,331 $475.4M
Cambridge Investment Research Advisors, Inc. 1.22% Add +3.9% 1,281,790 $474.5M
Meritage Group LP 17.75% Add +0.7% 1,270,530 $470.3M
Lord, Abbett & Co. LLC 1.60% Reduce -30.5% 1,257,509 $465.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 2.75% Reduce -26.8% 1,256,499 $465.1M
Intech Investment Management LLC 4.57% Add +18.4% 1,255,094 $464.6M
W1M Asset Management Ltd 4.99% Add +1.9% 1,237,530 $458.1M
Gateway Investment Advisers LLC 5.09% Reduce -14.3% 1,233,654 $456.7M
LBP Am SA 6.24% Add +3.2% 1,233,032 $456.4M
Montrusco Bolton Investments Inc. 6.80% Reduce -22.6% 1,249,443 $449.6M
Utah Retirement Systems 4.56% Reduce -1.6% 1,205,806 $446.4M
Rakuten Investment Management, Inc. 0.91% Add +12.2% 1,242,866 $446.1M
Alkeon Capital Management LLC 2.01% Reduce -39.2% 1,201,176 $444.6M
Magellan Asset Management Ltd 5.71% Reduce -5.9% 1,189,155 $440.2M
Impax Asset Management Group plc 3.07% Reduce -25.3% 1,188,887 $440.1M
Cwm, LLC 1.15% Add +10.8% 1,186,360 $439.2M
Cincinnati Insurance Co. 6.62% No change 1,183,997 $438.3M
Altimeter Capital Management 7.69% Reduce -7.3% 1,183,632 $438.1M
QRG Capital Management, Inc. 4.51% Add +10.9% 1,181,669 $437.4M
Haverford Trust Co 3.99% Add +0.8% 1,177,366 $435.8M
Metropolis Capital Ltd 14.72% Add +40.4% 1,177,196 $435.8M
Jensen Investment Management Inc. 8.54% Reduce -11.7% 1,171,009 $433.5M
Regions Financial Corp. 2.81% Reduce -2.8% 1,169,802 $433.0M
Varma Mutual Pension Insurance Co 2.54% Add +2.5% 1,168,076 $432.4M
DDD Partners, LLC 29.60% Add +0.3% 1,152,737 $426.7M
Quilter Plc 7.49% Add +6.7% 1,152,168 $426.5M
Police & Firemen's Retirement System of New Jersey 3.61% Add +0.5% 1,142,043 $422.8M
Allen Investment Management, LLC 5.20% Reduce -6.8% 1,135,563 $420.4M
BI Asset Management Fondsmaeglerselskab A/S 4.37% Reduce -17.8% 1,150,525 $417.3M
New York Life Investment Management LLC 3.52% Add +3.5% 1,122,992 $415.7M
Empower Advisory Group, LLC 1.08% Add +19.8% 1,120,799 $414.9M
Holocene Advisors, LP 1.00% Reduce -14.5% 1,118,000 $413.9M
Cantillon Capital Management LLC 2.74% Reduce -11.9% 1,112,265 $411.7M
Teachers Retirement System of the State of Kentucky 3.19% Add +0.2% 1,109,372 $410.7M
Vulcan Value Partners, LLC 10.88% Reduce -2.9% 1,108,991 $410.5M
Mediolanum International Funds Ltd 4.34% Add +8.5% 1,138,150 $408.6M
Zacks Investment Management 3.28% Add +8.5% 1,103,632 $408.5M
Vanguard Personalized Indexing Management, LLC 4.00% Reduce -3.2% 1,101,572 $407.8M
Bartlett & Co. Wealth Management LLC 5.21% Add +1.0% 984,801 $407.3M
MAI Capital Management 2.30% Add +8.8% 1,092,568 $404.4M
Bridgewater Associates 1.79% Add +10.3% 1,084,979 $401.6M
BSN CAPITAL PARTNERS Ltd 10.23% Add +76.9% 920,000 $401.5M
Steward Partners Investment Advisory, LLC 2.02% Add +18.2% 1,067,474 $395.1M
Kestra Advisory Services, LLC 1.49% Add +9.6% 1,061,804 $393.0M
Lazard Freres Gestion S.A.S. 7.74% Add +1.9% 1,060,361 $392.5M
Macquarie Group Ltd. 2.34% Reduce -40.9% 1,059,868 $392.3M
Erste Asset Management GmbH 3.64% Add +1.3% 1,087,500 $392.3M
Newlands Management Operations LLC 2.52% No change 1,050,322 $388.8M
Saturna Capital Corp. 5.44% Reduce -1.5% 1,047,266 $387.7M
Banque Transatlantique SA 9.28% Reduce -2.6% 1,045,916 $387.1M
Groupama Asset Managment 5.69% Reduce -1.2% 1,044,807 $386.8M
Andra AP-fonden 4.56% Add +83.7% 1,033,052 $382.4M
ASR Vermogensbeheer N.V. 4.48% Add +2.8% 1,029,535 $381.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 2.37% Add +399.8% 1,023,723 $379.0M
H&H International Investment 1.88% Add +18.3% 1,016,000 $376.1M
DAVENPORT & Co LLC 2.08% Add +6.2% 1,019,079 $375.5M
Railway Pension Investments Ltd 5.34% Reduce -9.7% 1,013,270 $375.1M
First Foundation Advisors 14.92% Reduce -0.0% 999,186 $369.9M
Yacktman Asset Management 4.90% Add +3.0% 992,916 $367.5M
ACR Alpine Capital Research, LLC 5.42% Add +41.2% 981,646 $363.4M
Whittier Trust Co. 4.10% Reduce -1.6% 974,500 $363.4M
Alphinity Investment Management Pty Ltd 6.39% Reduce -32.4% 980,817 $363.1M
Sanctuary Advisors, LLC 1.96% Add +0.3% 980,298 $362.9M
Williams Jones Wealth Management, LLC. 4.43% Reduce -2.8% 974,320 $360.7M
Factory Mutual Insurance Co. 4.05% Reduce -3.6% 972,568 $360.0M
Abn Amro Investment Solutions 4.69% Add +19.6% 971,990 $359.8M
Boston Trust Walden Corp 2.95% Reduce -3.2% 969,161 $358.8M
Vinva Investment Management Ltd 4.40% Add +8.9% 989,866 $355.3M
Chilton Investment Co. Inc. 8.28% Reduce -3.1% 951,875 $352.4M
HM Payson & Co. 5.08% Add +2.8% 951,315 $352.1M
Groupe la Francaise 4.91% Add +3.3% 954,895 $350.6M
Manning & Napier Advisors LLC 4.94% Add +31.1% 945,896 $350.1M
State of Alaska, Department of Revenue 3.77% Reduce -0.4% 942,715 $349.0M
Ilmarinen Mutual Pension Insurance Co 2.74% Add +21.4% 939,375 $347.7M
iA Global Asset Management Inc. 4.86% Reduce -8.7% 926,452 $342.9M
Clark Capital Management Group, Inc. 2.11% Add +20.6% 923,708 $341.9M
Cullen/Frost Bankers, Inc. 3.83% Add +0.6% 911,352 $337.4M
Clearstead Advisors, LLC 3.08% Add +175.9% 909,557 $336.7M
Ferguson Wellman Capital Management, Inc. 4.60% Reduce -7.3% 908,381 $336.3M
Bridges Investment Management Inc. 4.55% Add +0.4% 907,119 $335.8M
Local Pensions Partnership Investment Ltd 7.21% Reduce -8.7% 901,849 $333.8M
Beacon Pointe Advisors, LLC 1.75% Add +31.9% 891,062 $329.8M
D.A. Davidson & Co. 1.99% Add +4.8% 885,003 $327.6M
Welch & Forbes LLC 4.22% Reduce -0.7% 881,583 $326.3M
Ofi Invest Asset Management 4.28% Reduce -22.9% 1,001,069 $323.7M
Bank Pictet & Cie (Europe) AG 6.78% Reduce -5.0% 862,862 $318.0M
Aware Super Pty Ltd as trustee of Aware Super 4.78% — 853,141 $315.8M
Johnson Investment Counsel Inc. 2.55% Add +2.9% 852,480 $315.6M
Comgest Global Investors S.A.S. 6.88% Reduce -17.7% 851,927 $315.4M
Oregon Public Employees Retirement Fund 4.15% Reduce -0.1% 850,323 $314.8M
Brighton Jones LLC 6.89% Add +14.3% 843,324 $312.2M
Milestone Resources Group Ltd 19.04% Add +0.3% 841,156 $311.4M
Sequoia Financial Advisors, LLC 1.73% Reduce -2.3% 832,793 $308.3M
EP Wealth Advisors, LLC 1.51% Add +1.9% 831,319 $307.7M
Longview Partners (Guernsey) LTD 4.29% Reduce -17.2% 818,886 $303.1M
Mutual of America Capital Management LLC 3.45% Reduce -1.1% 818,826 $303.1M
Vident Advisory, LLC 2.58% Add +11.9% 817,660 $302.7M
Exchange Traded Concepts, LLC 2.31% Add +29.3% 811,307 $300.3M
Empowered Funds, LLC 1.91% New 806,973 $298.7M
Guggenheim Capital LLC 2.38% Reduce -14.9% 803,701 $297.5M
Yousif Capital Management, LLC 3.47% Reduce -3.7% 797,361 $295.2M
C WorldWide Group Holding A/S 6.32% Reduce -7.7% 794,890 $294.2M
Epoch Investment Partners, Inc. 1.77% Reduce -4.7% 788,663 $291.9M
Investment Management Corp of Ontario 3.75% Add +0.3% 785,108 $290.6M
Evercore Wealth Management, LLC 4.56% Reduce -3.4% 784,201 $290.3M
Wealthfront Advisers LLC 0.64% Reduce -7.1% 784,119 $290.3M
Midwest Trust Co 3.60% Add +5.3% 779,476 $288.5M
United Capital Financial Advisors, LLC 1.77% Add +2.5% 774,509 $286.7M
Commerzbank Aktiengesellschaft 5.96% Add +21.4% 769,805 $285.0M
NewEdge Wealth, LLC 3.40% Reduce -2.5% 768,837 $284.6M
Danica Pension, Livsforsikringsaktieselskab 5.31% Reduce -26.3% 765,413 $283.3M
Scge Management, L.P. 8.56% Reduce -10.5% 762,900 $282.4M
Oppenheimer & Co. Inc. 3.42% Add +8.2% 757,482 $280.4M
Phoenix Financial Ltd. 2.63% Add +10.6% 749,341 $277.4M
PBU - The Pension Fund of Early Childhood & Youth Educators 4.15% Reduce -5.1% 746,276 $276.2M
Agf Management Ltd. 1.24% Add +17.0% 742,682 $274.9M
Milford Funds Ltd. 5.74% Add +9.3% 739,929 $273.9M
Ako Capital LLP 5.33% Reduce -28.0% 735,214 $272.2M
E. Ohman J:or Asset Management AB 7.18% Reduce -4.8% 734,309 $271.8M
Bradley Foster & Sargent Inc. 4.22% Reduce -3.6% 733,631 $271.6M
Hudson Bay Capital Management LP 1.82% Reduce -12.7% 729,385 $270.0M
Laird Norton Wetherby Trust Company, LLC 5.88% Reduce -4.1% 728,596 $269.7M
TrinityBridge Ltd 7.31% Reduce -17.6% 728,237 $269.6M
Maverick Capital 3.12% Reduce -36.9% 725,649 $268.6M
Bristol John W & Co. Inc. 4.41% Reduce -1.5% 723,057 $267.7M
Prudential PLC 2.03% Add +3.8% 720,811 $266.8M
Pinnacle Financial Partners, Inc. 2.04% Add +0.4% 719,898 $266.5M
Douglass Winthrop Advisors, LLC 4.85% Add +2.8% 715,013 $264.7M
Ethic Inc. 4.14% Add +1.4% 713,147 $264.0M
Evelyn Partners Investment Management LLP 7.08% Add +4.6% 703,648 $260.5M
Capital International Sarl 4.22% Reduce -3.3% 695,912 $257.6M
First Financial Bankshares Inc 5.19% Add +10.0% 694,837 $257.2M
Elo Mutual Pension Insurance Co 4.23% Add +8.1% 692,766 $256.4M
Troy Asset Management Ltd 7.59% Reduce -3.5% 687,272 $254.4M
Capital Fund Management S.A. 2.27% New 685,655 $253.8M
Raiffeisen Bank International AG 3.65% Reduce -3.3% 705,179 $253.7M
Consulta Ltd 12.44% Add +40.6% 675,000 $249.9M
Tudor Investment Corporation 1.34% Reduce -6.2% 674,335 $249.6M
Oppenheimer Asset Management Inc. 2.83% Add +6.0% 669,205 $247.7M
Shelton Capital Management 5.38% Add +18.1% 664,301 $245.9M
Fundsmith Investment Services LTD. 5.58% Reduce -0.7% 664,002 $245.8M
Polar Capital Holdings Plc 1.07% Reduce -38.1% 659,162 $244.0M
Cannell & Spears LLC 4.81% Reduce -12.2% 656,147 $242.9M
Silvant Capital Management LLC 8.37% Add +6.3% 654,356 $242.2M
Blue Sparrow, LLC 4.13% Reduce -23.4% 652,000 $241.4M
GF Fund Management Co. LTD. 4.02% Reduce -9.5% 649,109 $240.3M
Silvercrest Asset Management Group LLC 1.74% Add +2.9% 649,012 $240.2M
Whittier Trust Co. of Nevada Inc. 4.92% Add +3.9% 642,285 $239.5M
Navera Investment Management Ltd. 6.11% Reduce -4.6% 646,783 $239.4M
Trexquant Investment LP 1.73% Add +83.6% 644,851 $238.7M
Badgley Phelps Wealth Managers, LLC 4.74% Reduce -6.2% 643,356 $238.2M
Fiduciary Trust Co 2.81% Reduce -2.9% 642,279 $237.8M
London Co. of Virginia 1.46% Reduce -6.3% 638,980 $236.5M
Congress Asset Management Co. 1.69% Reduce -0.8% 638,107 $236.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4.45% Reduce -62.3% 637,850 $236.1M
Private Advisor Group, LLC 1.11% Add +1.2% 636,936 $235.8M
Allstate Corp. 2.51% Add +17.6% 633,509 $234.5M
Advisors Capital Management, LLC 2.75% Add +3.3% 630,113 $233.2M
Armstrong Henry H Associates Inc. 23.70% Reduce -0.9% 628,422 $232.6M
J. Safra Sarasin Holding AG 3.96% Reduce -5.3% 627,951 $232.1M
Eastern Bank 3.98% Reduce -1.6% 626,922 $232.1M
Border to Coast Pensions Partnership Ltd 3.89% Reduce -24.8% 620,612 $230.4M
Skye Global Management LP 4.96% Add +5.0% 621,800 $230.2M
Alyeska Investment Group, L.P. 0.65% Reduce -52.6% 621,214 $230.0M
Standard Investments LLC 13.49% Add +53.5% 620,000 $229.5M
Norinchukin Bank, The 2.67% Add +4.3% 617,893 $228.7M
Guinness Asset Management LTD 3.91% Add +14.8% 614,520 $226.8M
Cercano Management LLC 9.73% Add +12.1% 608,325 $225.2M
Generali Asset Management SPA SGR 4.70% Reduce -1.6% 608,266 $225.2M
Edmond DE Rothschild Holding S.A. 3.22% Add +19.4% 601,749 $222.7M
Nomura Holdings Inc. 1.86% Add +66.9% 601,021 $222.5M
Southpoint Capital Advisors LP 4.57% Add +20.0% 600,000 $222.1M
Flputnam Investment Management Co. 3.27% Reduce -1.5% 593,660 $219.8M
Citizens Financial Group Inc. 3.04% Add +1.2% 589,634 $218.3M
BLI - Banque de Luxembourg Investments 6.45% No change 449,519 $215.6M
Concurrent Investment Advisors, LLC 2.35% Add +3.5% 580,993 $215.1M
Cresset Asset Management, LLC 0.93% Add +5.7% 579,611 $214.6M
Illinois Municipal Retirement Fund 2.72% Add +8.5% 577,976 $213.9M
SRB Corp. 13.09% Reduce -16.9% 575,549 $213.1M
Atalanta Sosnoff Capital, LLC 4.54% Reduce -25.1% 570,468 $211.2M
Waverly Advisors, LLC 1.56% Add +18.0% 560,491 $207.5M
Beck Mack & Oliver LLC 4.25% Reduce -2.0% 556,336 $205.9M
Louisiana State Employees Retirement System 3.60% Reduce -0.8% 555,100 $205.5M
Gulf International Bank (UK) Ltd 4.52% Add +52.4% 545,665 $202.0M
Harding Loevner LP 2.06% Reduce -9.7% 540,564 $200.1M
HB Wealth Management, LLC 1.30% Add +1.9% 540,626 $200.1M
Kornitzer Capital Management Inc. 4.32% Add +0.2% 538,638 $199.4M
Equitable Holdings, Inc. 1.28% Add +61.5% 444,667 $199.1M
Markel Group 1.67% Add +0.4% 537,630 $199.0M
Aptus Capital Advisors, LLC 1.67% Reduce -4.4% 536,754 $198.7M
Crestwood Advisors Group, LLC 3.34% Reduce -0.6% 535,920 $198.4M
Mizuho Markets Cayman LP 10.61% Reduce -5.0% 532,956 $197.3M
ANTIPODES PARTNERS Ltd 3.79% Add +27.5% 531,725 $196.8M
Fisher Funds Management LTD 5.73% Add +18.3% 527,159 $195.1M
Stockbridge Partners LLC 4.70% Reduce -29.8% 525,737 $194.6M
Locust Wood Capital Advisers, LLC 5.30% Reduce -6.3% 525,373 $194.5M
UMB Bank, n.a. 2.67% Reduce -0.9% 516,618 $191.2M
Americana Partners, LLC 4.95% Add +11.8% 515,180 $190.7M
Canoe Financial LP 2.59% Reduce -1.8% 513,331 $190.0M
Harvard Management Co. Inc. 10.46% Add +4.8% 513,065 $189.9M
EFG International AG 4.07% Reduce -16.7% 506,603 $187.6M
Pacer Advisors, Inc. 0.53% Reduce -39.1% 503,901 $186.5M
Generate Investment Management Ltd 9.14% Add +57.6% 501,263 $185.6M
Capital Advisors Inc. 2.97% Reduce -6.9% 499,473 $184.9M
Glenview Trust Co 2.89% Add +5.2% 497,812 $184.3M
Busey Bank 5.00% Add +2.0% 497,280 $184.1M
Country Trust Bank 3.49% Add +9.3% 496,002 $183.6M
Gabelli Funds LLC 1.25% Reduce -6.3% 494,391 $183.0M
Peapack Gladstone Financial Corp. 2.34% Add +2.5% 493,183 $182.6M
Capital Counsel LLC 7.74% Add +1.6% 491,604 $182.0M
Cincinnati Financial Corp. 3.66% No change 491,150 $181.8M
Oddo BHF Asset Management Sas 7.18% Add +1.4% 489,634 $181.2M
Great Lakes Advisors, LLC 1.50% Add +8.8% 488,328 $180.8M
MUFG Securities EMEA plc 2.69% Reduce -35.4% 486,559 $180.1M
Hancock Whitney Corp. 3.13% Reduce -2.2% 455,562 $180.0M
Avanza Fonder AB 4.98% Reduce -6.2% 485,952 $179.9M
Curi Capital, LLC 3.20% Reduce -7.1% 484,587 $179.4M
LGT Capital Partners LTD. 9.47% Add +5.1% 481,857 $178.4M
Perpetual Ltd 2.73% Reduce -2.2% 480,573 $177.9M
Focused Investors LLC 5.77% Add +56.4% 479,400 $177.5M
Cryder Capital Partners LLP 11.57% Add +15.4% 478,708 $177.2M
Sapient Capital LLC 2.67% Reduce -21.7% 478,616 $177.1M
Davis R M Inc. 3.13% Add +4.5% 476,890 $176.5M
Meyer Handelman Co. 5.48% Add +0.1% 476,366 $176.3M
Allworth Financial LP 0.72% Add +3.1% 475,497 $176.0M
Munich Reinsurance Co Stock Corp in Munich 4.32% Add +48.4% 474,362 $175.6M
Harvest Portfolios Group Inc. 2.89% Add +43.3% 473,550 $175.3M
BNP Paribas 5.57% Add +6.2% 471,159 $175.3M
Voleon Capital Management LP 3.76% Reduce -1.0% 470,995 $174.3M
Atlantic Union Bankshares Corp 3.34% Add +3.2% 470,335 $174.1M
Tocqueville Asset Management L.P. 2.58% Add +6.3% 470,285 $174.1M
South Dakota Investment Council 3.26% Add +2.4% 461,233 $170.7M
National Philanthropic Trust 1.82% Reduce -3.5% 460,379 $170.4M
Riverbridge Partners LLC 4.17% Reduce -6.8% 459,806 $170.2M
Crossmark Global Holdings, Inc. 2.51% Reduce -14.2% 459,204 $170.0M
Mesirow Financial Investment Management, Inc. 2.74% Add +57.7% 456,761 $169.1M
Performance Wealth Partners, LLC 4.89% Reduce -1.6% 455,098 $168.5M
OVERSEA-CHINESE BANKING Corp Ltd 4.94% Add +6.0% 455,714 $168.2M
Crawford Investment Counsel Inc. 2.87% Reduce -1.2% 453,926 $168.0M
Nicholas Company, Inc. 3.28% Add +2.1% 451,856 $167.3M
Freestone Capital Holdings, LLC 5.07% Reduce -0.1% 449,738 $166.5M
Mizuho Securities USA LLC 3.93% Reduce -17.1% 448,912 $166.2M
TIAA Wealth Investment Management LLC 1.26% — 446,570 $165.3M
Quintet Private Bank (Europe) S.A. 10.99% Reduce -1.4% 443,038 $164.0M
Hyperion Asset Management Ltd 5.22% Reduce -47.6% 442,511 $163.8M
Horizon Investments, LLC 1.83% Add +6.8% 440,743 $163.1M
AIA Group Ltd 2.34% Add +5.0% 435,679 $161.3M
Associated Banc-Corp 4.27% Reduce -0.2% 435,551 $161.2M
Composition Wealth, LLC 2.21% Add +3.2% 434,515 $160.8M
Argent Capital Management LLC 5.05% Reduce -8.6% 432,171 $160.0M
Merit Financial Group, LLC 1.19% Add +17.5% 431,780 $159.8M
NorthCoast Asset Management LLC 3.70% Reduce -5.3% 431,578 $159.8M
Pinnacle Associates Ltd. 2.04% Add +0.5% 429,111 $158.8M
James Hambro & Partners LLP 6.19% Add +1.9% 426,717 $157.9M
Trillium Asset Management, LLC 5.23% Add +31.3% 582,298 $157.7M
Marex Group Ltd 1.63% Add +161.5% 424,687 $157.2M
Hartford Investment Management Co. 4.96% Reduce -1.4% 423,151 $156.6M
Carnegie Investment Counsel 3.05% Add +2.8% 428,997 $156.6M
Bailard, Inc. 3.58% Reduce -0.4% 421,032 $155.9M
PGGM Investments 2.73% Add +3.0% 421,020 $155.8M
Covea Finance 5.45% Reduce -1.6% 420,418 $155.6M
Rwa Wealth Partners, LLC 1.70% Add +2.6% 420,166 $155.5M
Mondrian Investment Partners LTD 2.31% Add +48.6% 416,425 $154.1M
Quadrature Capital Ltd 1.83% New 416,331 $154.1M
Delta Asset Management LLC 14.03% Reduce -0.5% 415,656 $153.9M
Mission Wealth Management, LP 3.20% Reduce -2.1% 412,565 $152.7M
Orion Porfolio Solutions, LLC 1.30% Reduce -16.9% 412,231 $152.6M
Sterling Capital Management LLC 2.88% Reduce -23.5% 409,607 $151.6M
Adams Diversified Equity Fund, Inc. 5.33% Reduce -0.9% 408,200 $151.1M
Benjamin Edwards Inc. 1.49% Add +3.0% 405,561 $150.2M
Kensico Capital Management Corp. 3.05% Add +19.1% 403,400 $149.3M
Staley Capital Advisers Inc. 6.30% Add +4.2% 402,310 $148.9M
Findlay Park Partners LLP 2.06% Add +20.1% 399,550 $147.9M
Northwest & Ethical Investments L.P. 3.42% Reduce -10.5% 399,316 $147.8M
Avala Global LP 7.10% Add +15.7% 399,180 $147.8M
Apollon Wealth Management, LLC 2.40% Add +10.3% 398,679 $147.6M
Osmosis Investment Management UK Ltd 3.94% Reduce -7.1% 396,597 $146.8M
Canada Post Corp Registered Pension Plan 5.80% Add +2.2% 393,491 $145.7M
Salem Investment Counselors Inc. 4.25% Add +0.5% 391,492 $144.9M
Daiichi Life Insurance Co., Ltd. 4.14% Reduce -3.0% 389,988 $144.4M
Kestra Private Wealth Services, LLC 1.77% Add +6.3% 387,641 $143.5M
Marsico Capital Management LLC 4.20% Reduce -25.8% 385,858 $142.8M
Clal Insurance Enterprises Holdings Ltd 0.86% Reduce -0.3% 384,488 $142.3M
NS Partners Ltd 6.37% Reduce -23.3% 384,464 $142.3M
Metis Global Partners, LLC 3.49% Reduce -3.5% 383,466 $141.9M
Stephens Inc. 1.77% Add +5.9% 382,340 $141.7M
Stonehage Fleming Financial Services Holdings Ltd 5.13% Reduce -28.5% 381,123 $141.1M
Migdal Insurance & Financial Holdings Ltd. 1.22% Add +0.6% 379,779 $140.5M
CapitalatWork S.A. 4.19% Add +279.2% 379,369 $140.4M
Bowie Capital Management, LLC 6.64% Add +8.6% 379,148 $140.3M
Atria Investments, Inc 1.57% Reduce -7.2% 378,958 $140.3M
Tokio Marine Asset Management Co. Ltd. 5.03% Reduce -1.5% 378,788 $140.2M
Modera Wealth Management, LLC 1.67% Reduce -2.6% 377,588 $139.8M
Stratos Wealth Partners, LTD. 1.58% Reduce -0.2% 373,869 $138.4M
Maryland State Retirement & Pension System 2.80% Add +0.4% 372,592 $137.9M
Axiom Investors LLC 1.53% Reduce -83.5% 370,781 $137.3M
Chilton Capital Management LLC 4.77% Add +2.1% 369,538 $136.8M
MassMutual Private Wealth & Trust, FSB 3.72% Reduce -0.8% 369,142 $136.6M
Allianz SE 1.51% Add +14.0% 369,071 $136.6M
Saratoga Research & Investment Management 7.75% Add +23.5% 368,821 $136.5M
Florida Trust Wealth Management Co 3.81% Add +1.4% 367,393 $136.0M
Integrated Wealth Concepts LLC 1.07% Add +64.9% 360,796 $133.6M
Becker Capital Management Inc. 3.91% Add +2.8% 358,900 $132.9M
Fortis Capital Management LLC 17.75% Add +13.4% 358,407 $132.7M
Livforsakringsbolaget Skandia, Omsesidigt 5.13% Add +8.6% 356,918 $132.1M
Stock Yards Bank & Trust Co. 4.10% Add +3.3% 356,026 $131.8M
Cornerstone Advisors, LLC 4.84% Add +7.2% 355,668 $131.7M
Triple Frond Partners LLC 13.55% No change 352,504 $130.5M
Bokf, NA 1.99% Reduce -1.8% 350,758 $129.8M
Point72 Asset Management 0.24% Reduce -83.2% 350,644 $129.8M
Oak Ridge Investments LLC 8.57% Reduce -1.0% 350,158 $129.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 4.53% Add +11.6% 348,349 $128.9M
Baker Avenue Asset Management, LP 2.93% Add +17.8% 347,425 $128.6M
Aristotle Atlantic Partners, LLC 6.01% Add +3.2% 346,829 $128.4M
Nippon Life Global Investors Americas, Inc. 5.76% Reduce -10.8% 345,260 $127.8M
Douglas Lane & Associates, LLC 1.84% Reduce -0.2% 344,925 $127.7M
Dixon Mitchell Investment Counsel Inc. 4.42% Add +6.0% 343,473 $127.2M
Scharf Investments, LLC 3.92% Reduce -9.2% 343,477 $127.1M
Callan Family Office, LLC 2.88% Reduce -5.1% 343,239 $127.1M
E Fund Management Co., Ltd. 3.77% — 342,436 $126.8M
New Mexico Educational Retirement Board 3.89% No change 341,947 $126.6M
Braun Stacey Associates Inc. 4.20% Add +0.5% 341,325 $126.3M
Lombard Odier Asset Management (Switzerland) SA 4.80% Add +7.5% 341,058 $126.2M
TCTC Holdings, LLC 3.58% Add +1.4% 340,058 $125.9M
LGT Fund Management Co Ltd. 5.46% Add +134.5% 339,806 $125.8M
L1 Capital International Pty Ltd 7.46% Reduce -1.3% 337,991 $125.1M
Old National Bancorp 2.08% Add +4.5% 335,403 $124.2M
Lockheed Martin Investment Management Co. 4.49% Reduce -3.7% 331,740 $122.8M
Wesbanco Bank Inc. 3.34% Add +0.5% 325,572 $120.5M
Choate Investment Advisors 2.35% Reduce -0.2% 324,686 $120.2M
Prime Capital Investment Advisors, LLC 1.39% Reduce -2.2% 324,256 $120.0M
Envestnet Portfolio Solutions, Inc. 0.66% Reduce -32.7% 320,661 $118.7M
Blackstone Inc. 0.49% Add +48.7% 320,478 $118.6M
Gradient Investments LLC 1.83% Add +6.8% 319,595 $118.3M
Norris Perne & French LLP 5.77% Add +40.5% 319,418 $118.2M
Farther Finance Advisors, LLC 1.11% Add +9.0% 317,954 $117.4M
J. L. Bainbridge & Co., Inc. 10.58% Reduce -0.6% 317,102 $117.4M
Balyasny Asset Management L.P. 0.24% Reduce -79.1% 316,996 $117.3M
Westwood Holdings Group Inc. 0.86% Add +2.3% 316,188 $117.0M
Vestmark Advisory Solutions, Inc. 1.30% Add +23.7% 315,717 $116.9M
Dorsal Capital Management, LP 4.64% Reduce -41.7% 315,000 $116.6M
Zevenbergen Capital Investments LLC 3.35% Add +0.0% 314,420 $116.4M
Ruffer LLP 4.76% New 313,446 $116.4M
Harvest Fund Management Co., Ltd 4.92% Reduce -3.0% 312,639 $115.7M
Choreo, LLC 1.41% Reduce -0.6% 310,205 $114.8M
GUARDCAP ASSET MANAGEMENT Ltd 6.57% Reduce -44.8% 306,565 $114.7M
Palidye Holdings (Caymans) Ltd 21.19% No change 308,485 $114.2M
Joho Capital LLC 30.59% Reduce -14.2% 308,300 $114.1M
Capital International Ltd. 4.21% Reduce -7.5% 306,980 $113.6M
Independent Advisor Alliance 1.22% Reduce -9.1% 306,720 $113.5M
Chicago Capital, LLC 3.06% Add +23.4% 306,720 $113.5M
Parallel Advisors, LLC 2.04% Add +0.4% 306,265 $113.4M
Gotham Asset Management 0.35% Add +7.0% 305,854 $113.2M
Advisory Services Network, LLC 1.50% Add +9.4% 304,801 $112.8M
Daymark Wealth Partners, LLC 3.54% Add +3.2% 303,806 $112.5M
Motley Fool Asset Management LLC 4.82% Add +12.4% 303,071 $112.2M
AG2R La Mondiale Gestion D'actifs 5.07% Add +1.4% 301,310 $111.5M
Vise Technologies, Inc. 2.19% No change 230,434 $111.4M
Clifford Swan Investment Counsel LLC 3.78% Reduce -0.9% 300,292 $111.2M
RiverFront Investment Group, LLC 1.71% Add +1.3% 298,785 $110.6M
Vest Financial, LLC 1.33% Add +20.2% 298,665 $110.6M
McDaniel Terry & Co. 9.30% Add +8.0% 295,823 $109.5M
Heritage Investors Management Corp. 3.31% Add +0.9% 294,296 $108.9M
DF Dent & Co. Inc. 2.08% Reduce -8.4% 293,450 $108.6M
Dana Investment Advisors, Inc. 3.23% Reduce -4.6% 292,967 $108.4M
Prospera Financial Services Inc 1.75% Add +6.2% 292,123 $108.2M
Calamos Wealth Management LLC 3.77% Add +6.6% 292,289 $108.2M
Greenleaf Trust 1.06% Add +0.1% 291,815 $108.0M
Summit Trail Advisors, LLC 1.54% Add +17.9% 290,945 $107.7M
Park Avenue Securities LLC 0.84% Add +4.2% 290,735 $107.6M
KCM Investment Advisors LLC 3.58% Reduce -3.0% 289,473 $107.2M
Highland Capital Management, LLC 5.65% Add +0.4% 288,142 $106.7M
Mogy Joel R Investment Counsel Inc. 6.62% Reduce -0.4% 285,774 $105.8M
Cohen Klingenstein LLC 3.42% No change 285,500 $105.7M
Bollard Group LLC 3.21% Reduce -2.2% 284,246 $105.2M
Bleakley Financial Group, LLC 1.64% Add +7.8% 284,019 $105.1M
Spear Holdings RSC Ltd 11.19% Add +10.1% 282,508 $104.6M
PBCay One RSC Ltd 11.19% Add +10.1% 282,505 $104.6M
Mizuho Markets Americas LLC 2.89% Add +155.4% 280,993 $104.0M
Birch Hill Investment Advisors LLC 4.66% Reduce -0.7% 280,616 $103.9M
World Investment Advisors 1.67% Add +3.0% 280,488 $103.8M
Vaughan David Investments LLC 2.19% Add +0.2% 279,989 $103.6M
Sit Investment Associates Inc. 2.10% Add +1.5% 278,951 $103.3M
Howland Capital Management LLC 4.08% Reduce -0.8% 278,816 $103.2M
Walleye Trading LLC 2.12% Add +250.1% 278,533 $103.1M
Donaldson Capital Management, LLC 3.33% Add +0.9% 277,341 $102.7M
Trajan Wealth LLC 4.13% Add +4.2% 276,508 $102.4M
Rockland Trust Co. 4.08% Add +4.5% 275,087 $101.8M
Advisors Asset Management, Inc. 1.69% Reduce -2.4% 274,697 $101.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.39% — 273,649 $101.3M
MFF Capital Investments Ltd 6.66% Add +26.0% 273,429 $101.2M
Wilmington Savings Fund Society, FSB 2.41% Reduce -3.8% 273,187 $101.1M
Farmers & Merchants Investments Inc. 2.79% Add +4.0% 273,172 $101.1M
GW&K Investment Management, LLC 0.89% Reduce -9.4% 272,689 $100.9M
Nan Shan Life Insurance Co., Ltd. 3.65% Add +64.4% 272,642 $100.9M
Savant Capital, LLC 0.48% Add +6.9% 271,057 $100.3M
Argent Trust Co 3.39% Add +1.8% 269,741 $99.9M
Senator Investment Group LP 4.55% Add +42.7% 267,500 $99.0M
Wesleyan Assurance Society 5.82% Add +0.8% 266,408 $98.6M
Talbot Financial, LLC 8.27% Add +7.3% 265,807 $98.4M
Dakota Wealth Management 2.13% Reduce -0.7% 265,501 $98.3M
Castleark Management LLC 3.23% Reduce -28.5% 264,102 $97.8M
Saudi Central Bank 2.04% Add +8822.3% 260,621 $96.5M
Maple Capital Management, Inc. 6.45% Reduce -0.6% 260,502 $96.4M
Meeder Asset Management Inc. 5.52% Reduce -7.7% 260,250 $96.3M
Guyasuta Investment Advisors Inc. 5.55% Reduce -0.5% 259,332 $96.0M
Jia Investment Alliance Pte. LTD. 10.01% Add +7.2% 258,320 $95.6M
Gladstone Capital Management LLP 9.58% Add +8.0% 257,826 $95.4M
Roffman Miller Associates Inc. 5.50% Reduce -0.7% 257,620 $95.4M
Franklin Street Advisors Inc. 5.84% Add +15.3% 256,867 $95.1M
SouthState Bank Corp 4.43% Reduce -0.3% 256,732 $95.0M
First Citizens Bank & Trust Co. 2.00% Add +1.1% 256,556 $95.0M
Northeast Investment Management 3.90% Reduce -0.3% 254,393 $94.2M
HUB Investment Partners, LLC 2.29% Add +25.7% 253,048 $93.7M
Tower Research Capital LLC (TRC) 2.43% Reduce -25.4% 252,983 $93.6M
Samlyn Capital, LLC 1.61% Reduce -67.0% 252,873 $93.6M
Park National Corp. 2.84% Add +2.6% 251,543 $93.1M
Systematic Alpha Investments, LLC 3.27% No change 251,402 $93.1M
Kingsview Wealth Management, LLC 1.27% Add +8.9% 251,257 $93.0M
Ghisallo Capital Management LLC 2.56% New 250,000 $92.5M
Davidson Investment Advisors 3.98% Add +16.1% 249,295 $92.3M
Cat Rock Capital Management LP 14.32% Add +19.7% 248,913 $92.1M
Empirical Finance, LLC 4.27% Reduce -0.1% 245,743 $91.0M
Segall Bryant & Hamill, LLC 1.30% Add +2.8% 245,390 $90.8M
Ninety One North America, Inc. 4.07% Reduce -4.7% 245,195 $90.8M
Avenir Corp. 11.01% Reduce -0.5% 244,110 $90.4M
Azimuth Capital Investment Management LLC 3.38% Reduce -5.1% 242,846 $89.9M
OpenArc Corporate Advisory, LLC 1.29% Add +16.7% 242,468 $89.8M
Mutual Advisors, LLC 1.92% Add +7.9% 241,144 $89.3M
Smith Salley Wealth Management 4.49% Add +1.6% 241,109 $89.3M
Triglav Investments, D.O.O. 6.24% Reduce -3.6% 240,782 $89.1M
Signature Estate & Investment Advisors LLC 1.80% Add +1.1% 240,434 $89.0M
Foundations Investment Advisors, LLC 1.10% Add +17.0% 240,314 $89.0M
CSM Advisors, LLC 2.18% Add +189.3% 239,938 $88.8M
Wedbush Securities Inc. 2.58% Add +7.2% 239,275 $88.6M
Ancora Advisors LLC 1.89% Add +1.1% 239,267 $88.6M
Community Trust & Investment Co. 4.81% Add +2.9% 239,023 $88.5M
Annex Advisory Services, LLC 1.66% Add +46.6% 238,941 $88.4M
OneDigital Investment Advisors LLC 0.86% Reduce -7.4% 238,840 $88.4M
Brooklyn Investment Group 2.76% Add +31.0% 238,589 $88.3M
Chesley Taft & Associates LLC 3.68% Reduce -1.4% 238,086 $88.1M
Wealthspire Advisors, LLC 0.69% Reduce -16.1% 237,664 $88.0M
Northwestern Mutual Investment Management Company, LLC 1.33% Add +0.1% 237,602 $88.0M
Arkadios Wealth Advisors 1.45% Add +11.7% 237,463 $87.9M
Summit Financial, LLC 1.12% Add +7.1% 237,139 $87.8M
Avalon Trust Co 6.03% Add +2.5% 236,541 $87.6M
Profund Advisors LLC 3.21% Reduce -18.3% 236,504 $87.5M
Elite Wealth Management, Inc. 28.39% Reduce -4.2% 236,280 $87.5M
Klingenstein Fields & Co. LP 3.42% Reduce -0.8% 234,657 $86.9M
Caledonia Investments PLC 10.13% No change 234,317 $86.7M
Diversified Trust Co. 1.61% Add +0.5% 234,093 $86.7M
NLB Skladi, upravljanje premozenja, d.o.o. 4.14% Add +4.9% 233,204 $86.3M
Axxcess Wealth Management, LLC 2.76% Reduce -2.9% 235,388 $86.2M
Tandem Investment Advisors, Inc. 4.22% Add +2.5% 232,481 $86.1M
CENTRAL TRUST Co 1.69% Reduce -1.5% 231,935 $85.9M
Sather Financial Group Inc 5.27% Add +1.4% 231,692 $85.8M
Vestcor Inc 2.36% Add +2.2% 231,420 $85.7M
Snowden Capital Advisors LLC 2.28% Add +2.1% 231,194 $85.6M
Elevation Point Wealth Partners, LLC 2.03% Add +88.0% 230,977 $85.5M
HRT Financial LP 0.21% Reduce -59.2% 230,103 $85.2M
Nwam LLC 4.89% Reduce -5.5% 229,556 $85.0M
Evergreen Capital Management LLC 1.83% Reduce -13.0% 228,225 $84.5M
First National Trust Co 2.88% Add +3.3% 228,201 $84.5M
Parthenon LLC 9.64% Add +0.2% 227,868 $84.3M
Brookstone Capital Management 0.96% Add +2.8% 227,658 $84.3M
First National Bank of Omaha 2.59% Reduce -0.9% 229,102 $83.8M
Soltis Investment Advisors LLC 5.45% Add +2.1% 226,255 $83.8M
Sienna Gestion 5.46% Add +0.6% 231,545 $83.7M
Modern Wealth Management, LLC 1.44% Add +8.8% 226,519 $83.7M
NorthCrest Asset Manangement, LLC 2.60% Reduce -22.9% 224,004 $83.7M
Venture Visionary Partners LLC 2.78% Add +3.6% 224,849 $83.2M
Grandfield & Dodd, LLC 4.70% Add +1.7% 224,809 $83.2M
Aviso Financial Inc. 2.95% Add +8.6% 224,757 $83.2M
BCV Asset Management Inc. 2.86% Add +0.9% 224,856 $83.2M
Banque Cantonale Vaudoise 3.12% Add +4.4% 223,993 $82.9M
Principal Securities, Inc. 1.22% Add +10.6% 223,933 $82.9M
Signaturefd, LLC 1.26% Add +0.8% 222,507 $82.4M
Mgo One Seven LLC 1.65% Add +5.5% 222,066 $82.2M
Quadrant Capital Group LLC 2.46% Add +5.4% 221,846 $82.1M
Sycomore Asset Management 11.41% No change 189,860 $81.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.42% Reduce -3.9% 220,717 $81.7M
Siemens Fonds Invest GmbH 4.61% Reduce -3.6% 217,244 $80.4M
Fifth Third Wealth Advisors LLC 2.71% Add +11.9% 216,899 $80.3M
Madison Asset Management, LLC 0.99% Add +9.7% 215,943 $79.9M
Hantz Financial Services, Inc. 1.22% Reduce -15.5% 215,913 $79.9M
Wilkinson Global Asset Management LLC 6.08% Reduce -5.8% 215,538 $79.8M
North Dakota State Investment Board 3.44% Reduce -15.5% 214,906 $79.6M
Carmignac Gestion 1.22% Reduce -79.8% 214,923 $79.4M
Summitry LLC 2.81% Add +38.9% 214,462 $79.4M
Capital Investment Advisors, LLC 1.16% Add +0.1% 214,355 $79.3M
Welch Group, LLC 2.98% Add +3.6% 214,123 $79.3M
Ameritas Investment Partners, Inc. 2.42% Add +0.2% 212,441 $78.6M
Waters Parkerson & Co., LLC 4.03% Reduce -0.5% 212,026 $78.5M
Soros Fund Management 1.45% Reduce -19.4% 211,966 $78.5M
ZWJ Investment Counsel Inc. 2.80% Add +5.5% 209,889 $77.7M
Select Equity Group, L.P. 0.41% Reduce -1.3% 209,575 $77.6M
Edgemoor Investment Advisors, Inc. 6.12% Add +0.6% 209,133 $77.4M
Investment House LLC 4.02% Add +1.7% 208,789 $77.3M
Freestone Grove Partners LP 0.56% Add +26.8% 208,305 $77.1M
Howard Capital Management, LLC 1.26% Reduce -4.5% 207,989 $77.0M
Cary Street Partners Financial LLC 1.90% Add +3.8% 207,186 $76.7M
Ballentine Partners, LLC 1.06% Add +6.5% 206,209 $76.3M
Marathon Trading Investment Management LLC 22.85% Add +231.5% 205,696 $76.1M
Mufg Securities Americas Inc. 4.92% Add +2.6% 205,428 $76.0M
SBI Securities Co., Ltd. 2.07% Add +3.4% 204,163 $75.6M
Exencial Wealth Advisors, LLC 2.34% Reduce -0.9% 203,640 $75.4M
Intesa Sanpaolo S.p.A. 4.71% Add +23.8% 203,039 $75.2M
Formuepleje A/S 6.81% Reduce -28.0% 202,883 $75.1M
NBT Bank, N.A. 4.91% Reduce -0.6% 202,622 $75.0M
Obermeyer Wealth Partners 3.45% Reduce -0.0% 202,583 $75.0M
WASHINGTON TRUST Co 2.53% Add +1.2% 202,007 $74.8M
Cullen Capital Management, LLC 0.77% Reduce -0.7% 201,639 $74.6M
Homestead Advisers Corp 2.00% Reduce -1.1% 202,492 $74.6M
Moors & Cabot, Inc. 3.19% Reduce -0.7% 201,588 $74.6M
Kanawha Capital Management LLC 5.26% Add +1.1% 201,580 $74.6M
Mill Capital Management, LLC 5.67% Add +0.5% 201,553 $74.6M
CWA Asset Management Group, LLC 2.56% Reduce -2.1% 201,452 $74.6M
Securian Asset Management, Inc. 2.95% Reduce -0.3% 201,446 $74.6M
Private Wealth Partners, LLC 5.76% Add +0.3% 201,443 $74.6M
Nwi Management LP 4.55% Add +36.7% 201,100 $74.4M
Sander Capital Advisors Inc. 43.08% Add +0.3% 200,958 $74.4M
Reynders McVeigh Capital Management, LLC 3.74% Add +3.5% 200,049 $74.1M
Parsons Capital Management Inc. 3.38% Add +53.7% 199,775 $74.0M
First American Bank 4.63% Reduce -0.6% 199,550 $73.9M
Westpac Banking Corp. 5.13% Reduce -6.3% 199,442 $73.8M
Picton Mahoney Asset Management 0.77% Reduce -12.2% 199,360 $73.8M
Alta Capital Management LLC/ 5.71% Add +7.4% 199,066 $73.7M
Destination Wealth Management 1.90% Add +5.4% 197,797 $73.2M
Marathon Asset Management Ltd 2.80% Add +16.0% 196,994 $72.9M
Bowen Hanes & Co. Inc. 1.77% Reduce -0.0% 196,513 $72.7M
Engineers Gate Manager LP 0.91% Add +2131.9% 196,159 $72.6M
MMBG Investment Advisors Co. 6.65% Add +4.5% 195,632 $72.4M
Kentucky Retirement Systems Insurance Trust Fund 4.92% Add +0.2% 195,510 $72.4M
Moody LYNN Lieberson & Walker, LLC 4.06% Add +0.7% 195,341 $72.3M
Ingalls & Snyder LLC 2.57% Add +0.9% 195,110 $72.2M
Aureus Asset Management, LLC 4.79% Reduce -2.6% 194,078 $71.8M
Diversify Wealth Management, LLC 1.27% Add +228.1% 168,007 $71.3M
Cyndeo Wealth Partners, LLC 3.75% Add +12.9% 192,584 $71.3M
Empire Life Investments Inc. 4.32% Reduce -7.8% 192,580 $71.1M
Value Partners Investments Inc. 5.42% Add +127.4% 191,961 $71.1M
Moneta Group Investment Advisors LLC 0.54% Add +0.8% 192,108 $71.1M
Smith Chas P & Associates Pa Cpas 3.85% Add +0.5% 191,465 $70.9M
Hamilton Capital Partners Inc. 2.38% Add +61.1% 191,439 $70.9M
Woodley Farra Manion Portfolio Management Inc. 3.45% Add +4.1% 191,374 $70.8M
Howard Capital Management Group, LLC 4.70% Add +1.2% 191,181 $70.8M
Dearborn Partners LLC 3.82% Reduce -4.9% 190,461 $70.5M
Berkshire Asset Management LLC 3.02% Add +3.6% 190,355 $70.5M
S&co Inc. 4.37% Add +10.4% 190,197 $70.4M
Mirova 2.84% Add +115.9% 188,849 $69.9M
Pacific Sage Partners, LLC 11.01% Add +0.2% 188,710 $69.9M
Wahed Invest LLC 9.04% Reduce -3.7% 188,046 $69.6M
Perigon Wealth Management, LLC 1.26% Add +3.0% 187,930 $69.6M
GTS Securities LLC 2.47% Add +16.3% 187,863 $69.5M
Nichols & Pratt Advisers LLP 4.48% Add +3.0% 187,552 $69.4M
Knights of Columbus Asset Advisors LLC 3.91% Add +1.1% 187,126 $69.3M
Versant Capital Management, Inc 6.82% Add +282.4% 186,808 $69.2M
Henshaw Capital LLC 2.56% No change 186,668 $69.1M
Alphadyne Asset Management LP 8.97% Add +33.2% 185,172 $68.5M
Independent Financial Group, LLC 1.54% Add +0.9% 185,111 $68.5M
Stack Financial Management, Inc 5.03% Reduce -18.3% 185,075 $68.5M
Ritholtz Wealth Management 1.19% Add +2.3% 184,681 $68.4M
Beacon Investment Advisory Services, Inc. 2.84% Reduce -3.0% 184,545 $68.3M
Private Advisory Group LLC 4.66% Add +14.5% 180,938 $67.0M
RDST Capital LLC 6.44% Add +15.8% 180,560 $66.8M
HMI Capital Management, L.P. 8.82% New 179,700 $66.5M
GAMMA Investing LLC 3.11% Add +1.8% 179,661 $66.5M
Violich Capital Management, Inc. 7.77% Reduce -0.9% 179,632 $66.5M
Dundas Partners LLP 5.30% Reduce -1.6% 179,471 $66.4M
Milestones Administradora de Recursos Ltda. 17.33% Add +104.6% 179,407 $66.4M
Cornerstone Investment Partners, LLC 2.78% Reduce -4.8% 178,737 $66.2M
Fulton Breakefield Broenniman LLC 4.30% Add +0.1% 178,228 $66.0M
National Mutual Insurance Federation of Agricultural Cooperatives 0.51% No change 177,900 $65.9M
OAKMONT Corp 12.51% Add +4.0% 177,897 $65.9M
Walleye Capital LLC 0.44% Reduce -51.0% 177,863 $65.8M
Sumitomo Life Insurance Co. 1.54% Reduce -6.3% 177,827 $65.8M
First American Trust, FSB 4.43% Add +27.8% 177,810 $65.8M
SteelPeak Wealth, LLC 2.06% Add +42.9% 177,774 $65.8M
Bryn Mawr Trust Advisors, LLC 3.19% Add +1.2% 177,696 $65.8M
Capital Group Private Client Services, Inc. 1.10% Reduce -28.1% 176,969 $65.5M
CloudAlpha Capital Management Limited/Hong Kong 7.20% New 176,910 $65.5M
UNIVEST FINANCIAL Corp 3.66% Add +13.3% 176,049 $65.2M
Valeo Financial Advisors, LLC 1.56% Reduce -14.4% 176,073 $65.2M
GC Wealth Management RIA, LLC 2.69% Add +4.1% 175,592 $65.0M
Global X Japan Co., Ltd. 3.34% Add +12.2% 175,532 $65.0M
Guardian Capital LP 1.72% Add +19.8% 175,523 $65.0M
Smith Group Asset Management, LLC 3.31% Add +5.5% 175,269 $64.9M
Dorsey & Whitney Trust CO LLC 3.57% Add +3.3% 175,245 $64.9M
Focus Partners Advisor Solutions, LLC 0.65% Add +13.3% 175,063 $64.8M
IFP Advisors, Inc 1.34% Add +41.5% 174,800 $64.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.79% Add +1.1% 174,289 $64.5M
Night Owl Capital Management, LLC 7.47% Add +0.7% 173,081 $64.1M
DJE Kapital AG 1.41% Reduce -43.3% 173,562 $63.8M
Ami Asset Management Corp. 4.06% Reduce -26.2% 171,733 $63.6M
Matrix Asset Advisors Inc. 5.82% Add +20.1% 171,359 $63.4M
Waycross Partners, LLC 6.06% Add +9.0% 171,276 $63.4M
Letko, Brosseau & Associates Inc. 1.02% Add +26662.6% 171,013 $63.3M
Compass Capital Management, Inc. 3.82% Add +2.6% 171,001 $63.3M
Plato Investment Management Ltd 4.25% Add +2.2% 170,727 $63.2M
Bragg Financial Advisors, Inc 2.00% Add +2.7% 170,430 $63.1M
Ashton Thomas Private Wealth, LLC 1.49% Add +0.0% 170,309 $63.0M
JBF Capital, Inc. 9.32% No change 169,730 $62.8M
LVM Capital Management Ltd. 5.92% Add +0.6% 169,522 $62.8M
Weitz Investment Management, Inc. 4.38% Add +16.1% 169,450 $62.7M
Meridian Wealth Management, LLC 2.23% Reduce -1.0% 169,280 $62.7M
Kintegral Advisory, LLC 5.94% Reduce -4.3% 169,250 $62.7M
Jain Global LLC 0.85% Add +47.7% 168,373 $62.3M
Trust Co. of Toledo NA 5.87% Add +11.7% 167,072 $61.8M
Suncoast Equity Management 7.36% Reduce -4.2% 165,619 $61.3M
Susquehanna Fundamental Investments, LLC 2.30% New 165,449 $61.2M
Nearwater Capital Markets, Ltd 1.44% Reduce -77.7% 165,000 $61.1M
Asset Advisors Investment Management, LLC 5.82% Reduce -3.0% 164,947 $61.1M
Ycg, LLC 5.52% Reduce -5.2% 164,827 $61.0M
Narwhal Capital Management 4.48% Add +1.7% 164,135 $60.8M
Great Valley Advisor Group, Inc. 1.10% Add +6.5% 164,121 $60.8M
Baader Bank Aktiengesellschaft 5.97% Add +3.4% 168,087 $60.6M
Dnca Finance 3.49% Reduce -9.5% 163,100 $60.4M
Stonebridge Capital Advisors LLC 4.22% Add +21.7% 163,036 $60.4M
Eagle Global Advisors LLC 2.17% Reduce -0.3% 162,981 $60.3M
Level Four Advisory Services, LLC 1.97% Add +3.6% 162,323 $60.1M
Meeder Advisory Services, Inc. 2.50% Reduce -7.4% 161,656 $59.8M
Adell Harriman & Carpenter Inc. 3.63% Add +0.2% 160,734 $59.5M
Neville Rodie & Shaw Inc. 4.32% Add +5.4% 160,527 $59.4M
First Long Island Investors, LLC 4.81% Reduce -0.6% 160,039 $59.2M
Mar Vista Investment Partners LLC 5.91% Reduce -0.9% 159,643 $59.1M
Robertson Stephens Wealth Management, LLC 1.65% Reduce -4.8% 159,449 $59.0M
North Star Asset Management Inc. 2.56% Add +1.1% 159,142 $58.9M
Hancock Prospecting Pty Ltd 1.77% No change 159,000 $58.9M
Two Creeks Capital Management, LP 6.20% Add +52.5% 158,604 $58.7M
Woodstock Corp. 5.21% Reduce -0.1% 158,252 $58.6M
Fairview Capital Investment Management, LLC 3.18% Reduce -1.3% 158,177 $58.6M
Pallas Capital Advisors LLC 2.20% Add +2.0% 157,824 $58.4M
Nicholas Hoffman & Company, LLC. 1.35% Add +0.2% 157,559 $58.3M
Provident Investment Management, Inc. 5.79% Add +0.6% 157,439 $58.3M
NorthRock Partners, LLC 0.94% Add +5.8% 157,278 $58.2M
Forbes J M & Co. LLP 4.92% Reduce -0.4% 157,067 $58.1M
Cullinan Associates Inc. 4.68% Reduce -12.0% 156,407 $57.9M
Brevan Howard Capital Management LP 0.60% Add +17070.1% 1,611,410 $57.8M
Osborne Partners Capital Management, LLC 3.05% Add +16.1% 155,924 $57.7M
C Partners Holding GmbH 18.16% No change 155,398 $57.5M
BLB&B Advisors, LLC 2.38% Add +2.7% 155,398 $57.5M
Ironvine Capital Partners, LLC 6.31% Add +0.5% 155,117 $57.4M
Chicago Partners Investment Group LLC 1.28% Add +8.0% 132,466 $57.3M
Jag Capital Management, LLC 6.45% Add +32.1% 154,376 $57.1M
Roundview Capital LLC 3.53% Add +8.3% 153,147 $56.7M
Meiji Yasuda Asset Management Co Ltd. 2.83% Reduce -6.5% 153,105 $56.7M
Vancity Investment Management Ltd 8.99% Reduce -5.8% 152,873 $56.6M
Wedge Capital Management L L P 1.04% Add +16.5% 152,752 $56.5M
Heritage Wealth Advisors 2.20% Reduce -16.1% 151,798 $56.2M
Washington Trust Bank 4.14% Reduce -3.8% 151,504 $56.1M
BTC Capital Management, Inc. 3.79% Add +26.5% 151,366 $56.0M
Estabrook Capital Management 8.19% Reduce -0.8% 151,051 $55.9M
Nixon Peabody Trust Co. 4.44% Reduce -1.3% 150,849 $55.8M
BDF-Gestion 7.46% Add +6.1% 150,812 $55.8M
Colonial Trust Advisors 4.34% Add +0.2% 150,752 $55.8M
Lowe Brockenbrough & Co. Inc. 2.78% Add +7.3% 150,528 $55.7M
Fort Sheridan Advisors LLC 6.72% Add +0.6% 150,256 $55.6M
LMCG Investments, LLC 3.31% Reduce -4.4% 150,062 $55.5M
CreativeOne Wealth, LLC 1.29% Add +8.7% 150,006 $55.5M
Vantage Investment Partners, LLC 3.83% Add +31.9% 149,923 $55.5M
Campbell Newman Asset Management Inc. 4.50% Reduce -17.9% 149,775 $55.4M
Cumberland Partners Ltd 4.21% Reduce -21.9% 149,757 $55.4M
SVB Wealth LLC 3.65% Reduce -2.9% 149,691 $55.4M
Sowell Financial Services LLC 2.05% Add +3.3% 149,571 $55.4M
Baldwin Wealth Partners LLC 4.02% Reduce -10.7% 149,528 $55.4M
Patten & Patten Inc. 3.34% Reduce -0.8% 149,414 $55.3M
ICONIQ Capital, LLC 1.24% No change 149,321 $55.3M
Fishman Jay A Ltd. 4.92% Reduce -1.0% 148,848 $55.1M
Confluence Investment Management LLC 0.85% Reduce -4.0% 148,611 $55.0M
YHB Investment Advisors, Inc. 3.94% Add +0.1% 148,446 $55.0M
Hollencrest Capital Management 2.02% Reduce -2.0% 146,650 $54.3M
Silicon Valley Capital Partners 5.29% Add +8.9% 145,756 $54.0M
Bristol Gate Capital Partners Inc. 3.47% Reduce -6.1% 145,506 $53.9M
Osterweis Capital Management Inc. 3.31% Reduce -18.1% 144,666 $53.6M
Gerber Kawasaki Wealth & Investment Management 1.70% Add +7.9% 144,455 $53.5M
Morningstar Investment Management LLC 3.31% Add +28.1% 144,303 $53.4M
Leonteq Securities AG 3.23% Add +197.1% 144,256 $53.4M
Te Ahumairangi Investment Management Ltd 8.94% Add +40.7% 144,246 $53.4M
Synergy Asset Management, LLC 5.65% Reduce -16.3% 143,747 $53.2M
Tower Bridge Advisors 5.14% Add +1.3% 143,677 $53.2M
Boston Common Asset Management, LLC 3.42% Reduce -1.1% 143,573 $53.1M
One Capital Management, LLC 1.46% Add +10.3% 143,551 $53.1M
Beese Fulmer Investment Management, Inc. 3.40% Add +0.6% 143,526 $53.1M
Caisse Des Depots Et Consignations 0.88% Add +5.0% 143,492 $53.1M
Quinn Opportunity Partners LLC 2.78% Add +167.8% 143,250 $53.0M
FRG Family Wealth Advisors LLC 8.66% Add +1.0% 142,760 $52.8M
Baskin Financial Services Inc. 4.33% Reduce -0.4% 142,718 $52.8M
Act Two Investors LLC 11.65% Reduce -2.3% 142,660 $52.8M
GFI Investment Counsel Ltd. 7.20% Reduce -20.9% 142,198 $52.6M
Ascent Group, LLC 1.82% Reduce -0.3% 142,169 $52.6M
GCQ FUNDS MANAGEMENT PTY Ltd 6.99% New 142,096 $52.6M
Petrus Trust Company, LTA 5.72% Reduce -5.6% 141,512 $52.4M
Ulysses Management LLC 19.71% Reduce -1.7% 141,367 $52.3M
Garde Capital, Inc. 3.13% Reduce -6.0% 141,220 $52.3M
Marble Harbor Investment Counsel, LLC 5.62% Reduce -3.8% 140,150 $51.9M
Granite Investment Partners, LLC 3.18% Reduce -5.2% 139,809 $51.8M
Baltimore-Washington Financial Advisors, Inc. 2.24% Add +0.6% 139,575 $51.7M
Hemenway Trust Co LLC 4.15% Add +1.6% 139,303 $51.6M
Apella Capital, LLC 0.76% Add +18.3% 121,363 $51.3M
Coronation Fund Managers Ltd. 2.34% Add +49.3% 138,606 $51.3M
Montag A & Associates Inc. 2.38% Reduce -0.1% 138,391 $51.2M
U.S. Capital Wealth Advisors, LLC 1.29% Add +12.7% 138,169 $51.1M
IHT Wealth Management, LLC 1.19% Add +12.7% 137,964 $51.1M
Oak Associates Ltd. 3.42% Reduce -7.9% 137,292 $50.8M
United American Securities Inc. (d/b/a UAS Asset Management) 11.08% Add +12.7% 137,237 $50.8M
Boston Family Office LLC 3.37% Reduce -0.7% 136,974 $50.7M
Simplex Trading, LLC 1.57% Add +93.6% 136,729 $50.6M
GAM Holding AG 4.44% Reduce -19.6% 136,639 $50.6M
GW Henssler & Associates Ltd. 2.38% Add +2.9% 136,503 $50.5M
V-Square Quantitative Management LLC 5.33% Add +0.6% 136,248 $50.4M
Praxis Investment Management Inc. 3.07% No change 135,978 $50.3M
Jackson Wealth Management, LLC 5.17% Add +0.2% 135,884 $50.3M
SIH Partners, LLLP 1.55% New 135,642 $50.2M
Levin Capital Strategies, L.P. 3.81% Reduce -2.4% 135,383 $50.1M
Sigma Planning Corp 1.39% Add +0.0% 135,061 $50.0M
WCG Wealth Advisors LLC 1.40% Add +8.4% 134,980 $50.0M
Cornerstone Wealth Group, LLC 3.22% Add +19.2% 117,697 $49.9M
PFG Investments, LLC 2.31% Add +4.6% 134,176 $49.7M
China Universal Asset Management Co., Ltd. 3.76% Reduce -7.2% 134,119 $49.6M
Stony Point Capital LLC 4.01% Reduce -0.4% 133,839 $49.5M
Penobscot Investment Management Company, Inc. 3.87% Reduce -1.0% 133,582 $49.4M
First Horizon Corp. 2.05% Add +12.9% 132,259 $49.0M
FourThought Financial Partners, LLC 4.22% Add +13.1% 132,126 $48.9M
Spire Wealth Management 1.67% Reduce -3.7% 132,070 $48.9M
Seilern Investment Management Ltd 5.82% Reduce -28.3% 131,825 $48.8M
KMG Fiduciary Partners, LLC 3.61% Add +3.3% 131,743 $48.8M
Corvex Management LP 1.94% Reduce -24.2% 131,661 $48.7M
Wendell David Associates Inc. 5.30% Reduce -1.0% 131,592 $48.7M
Savvy Advisors, Inc. 1.31% Add +18.0% 131,552 $48.7M
Dynamic Advisor Solutions LLC 1.53% Reduce -3.2% 131,358 $48.6M
Bellevue Asset Management, LLC 24.19% Reduce -3.6% 130,594 $48.3M
Addenda Capital Inc. 1.36% Add +2.3% 130,541 $48.3M
Jane Street Group, LLC 0.05% Reduce -88.2% 130,269 $48.2M
Hohimer Wealth Management, LLC 5.93% Add +41.9% 130,217 $48.2M
W.G. Shaheen & Associates DBA Whitney & Co 4.01% Add +3.5% 130,159 $48.2M
Blacksheep Fund Management Ltd 19.49% Add +54.4% 130,140 $48.2M
GAMCO Investors 0.47% Add +6.3% 130,045 $48.1M
Baxter Bros Inc. 5.94% Reduce -0.5% 129,984 $48.1M
Equitable Trust Co. 2.21% Reduce -0.7% 129,212 $47.8M
Palisade Asset Management, LLC 4.80% Add +0.8% 129,181 $47.8M
Fiduciary Alliance LLC 2.87% Reduce -0.5% 115,569 $47.5M
F/m Investments LLC 3.15% Reduce -41.5% 128,333 $47.5M
Yarbrough Capital, LLC 1.66% Reduce -1.4% 127,986 $47.4M
Albion Financial Group 3.05% Reduce -2.8% 127,509 $47.2M
XXEC, Inc. 8.27% Add +484.5% 102,148 $47.2M
Academy Capital Management 6.74% Reduce -3.0% 127,382 $47.2M
Sumitomo Mitsui Financial Group, Inc. 0.96% Add +17.0% 126,985 $47.0M
Frank, Rimerman Advisors LLC 3.08% Add +3.3% 126,905 $47.0M
General American Investors Co. Inc. 3.09% Reduce -29.8% 126,400 $46.8M
Avity Investment Management Inc. 3.40% Add +0.9% 126,373 $46.8M
Callahan Advisors, LLC 3.90% Add +1.2% 126,164 $46.7M
Applied Finance Capital Management, LLC 3.50% Add +7.5% 126,019 $46.6M
Jump Financial, LLC 0.77% Reduce -10.6% 125,777 $46.6M
Cidel Asset Management Inc. 2.53% Reduce -20.4% 125,188 $46.3M
Hardman Johnston Global Advisors LLC 2.20% Reduce -21.4% 125,120 $46.3M
TRB Advisors LP 31.72% Add +4.2% 125,000 $46.3M
Manitou Investment Management Ltd. 9.15% Add +22.1% 124,986 $46.3M
McIlrath & Eck, LLC 3.47% Add +17.0% 124,543 $46.1M
Auto-Owners Insurance Co 0.96% Reduce 0.0% 124,303 $46.0M
Long Focus Capital Management, LLC 2.04% New 124,000 $45.9M
Van Cleef Asset Management,Inc 4.94% Reduce -0.1% 123,995 $45.9M
Pittenger & Anderson Inc. 1.82% Add +1.3% 123,856 $45.8M
Liontrust Investment Partners LLP 0.78% Reduce -73.7% 123,767 $45.8M
Wellington Shields Capital Management, LLC 6.87% Add +10.1% 123,668 $45.8M
Cantor Fitzgerald, L. P. 1.66% Add +892.3% 123,480 $45.7M
Iron Gate Global Advisors LLC 4.81% Add +6.7% 122,966 $45.5M
Cypress Funds LLC 11.42% Reduce -22.5% 122,677 $45.4M
Capital Analysts, LLC 1.19% Reduce -2.0% 122,592 $45.4M
Petredis Investment Advisors LLC 3.70% Reduce -1.1% 122,243 $45.3M
Harbour Investments, Inc. 0.70% Add +53.0% 122,043 $45.2M
Bank of Hawaii 2.36% Reduce -1.9% 121,915 $45.1M
Founders Capital Management, LLC 7.46% Add +1.2% 121,890 $45.1M
Sandhill Capital Partners LLC 3.88% Add +339.6% 121,801 $45.1M
Venturi Wealth Management, LLC 2.03% Add +5.7% 121,750 $45.1M
CX Institutional 1.37% Add +11.3% 121,562 $45.0M
Financiere des Professionnels - Fonds d'investissement inc. 2.63% Add +11.9% 121,196 $44.9M
Unio Capital LLC 9.61% Add +32.4% 121,057 $44.8M
Evoke Wealth, LLC 0.83% Reduce -8.3% 121,002 $44.8M
New Age Alpha Advisors, LLC 2.09% Reduce -2.6% 120,592 $44.6M
Atmos Capital Gestao DE Recursos Ltda. 7.70% Add +429.9% 120,556 $44.6M
Burns J W & Co. Inc. 5.10% Reduce -6.4% 120,322 $44.5M
Martingale Asset Management L P 1.11% Add +11.0% 120,001 $44.4M
Rheos Capital Works Inc. 2.97% Add +40.7% 120,000 $44.4M
Grace & Mercy Foundation, Inc. 10.80% Add +0.8% 119,530 $44.2M
Novare Capital Management LLC 3.51% Reduce -0.2% 119,502 $44.2M
Appleton Partners Inc. 3.08% Add +1.6% 119,394 $44.2M
Sagespring Wealth Partners, LLC 0.81% Add +2.5% 119,355 $44.2M
Joel Isaacson & Co., LLC 1.46% Add +0.9% 118,926 $44.0M
Greenbrier Partners Capital Management, LLC 3.39% Reduce -0.7% 118,838 $44.0M
Spinnaker Trust 2.43% Reduce -0.2% 118,423 $43.8M
TD Private Client Wealth LLC 0.91% Reduce -2.5% 118,075 $43.7M
Fulton Bank, N.A. 1.54% Reduce -3.0% 118,042 $43.7M
Kimelman & Baird, LLC 3.59% Reduce -2.7% 117,857 $43.6M
Philadelphia Trust Co. 3.08% Reduce -4.4% 117,837 $43.6M
Evelyn Partners Investment Management Services Ltd 5.13% Add +10.4% 117,766 $43.6M
L. Roy Papp & Associates, LLP 5.00% Reduce -0.1% 117,221 $43.4M
General Pension Society PZU Joint Stock Co 6.63% Add +57.8% 117,100 $43.3M
Cornerstone Capital, Inc. 4.33% Add +12.9% 117,080 $43.3M
Kepler Cheuvreux (Suisse) SA 2.88% Reduce -15.6% 116,894 $43.3M
Visionary Wealth Advisors 1.91% Add +4.6% 116,754 $43.2M
Auxano Advisors, LLC 8.61% Add +0.2% 116,548 $43.1M
Compound Planning, Inc. 1.32% Reduce -5.7% 116,001 $42.9M
McMillan Office, Inc. 5.50% Add +1.8% 115,956 $42.9M
Robinhood Asset Management, LLC 3.11% Add +97.8% 115,728 $42.8M
MASTERINVEST Kapitalanlage GmbH 4.45% Reduce -3.0% 115,704 $42.8M
Barlow Wealth Partners, LLC 4.75% Add +1.9% 101,194 $42.8M
Van Hulzen Asset Management, LLC 3.18% Add +5.2% 115,493 $42.8M
King Wealth Management Group 5.34% Add +2.2% 115,377 $42.7M
Fidelis Capital Partners, LLC 3.04% Add +1.4% 115,261 $42.7M
Blue Trust, Inc. 0.49% Add +9.2% 114,793 $42.5M
Principle Wealth Partners LLC 2.43% Add +1.5% 114,654 $42.4M
RAM Investment Partners, LLC 7.45% Add +7.4% 114,617 $42.4M
Coerente Capital Management 7.89% Add +1.8% 114,582 $42.4M
TCV Trust & Wealth Management, Inc. 3.55% Reduce -0.8% 114,539 $42.4M
GMT Capital Corp 1.93% New 114,500 $42.4M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3.59% Add +21.7% 114,443 $42.4M
VestGen Advisors, LLC 1.19% Add +14.4% 103,860 $42.4M
FUKOKU MUTUAL LIFE INSURANCE Co 2.77% Add +31.6% 114,356 $42.3M
Sora Investors LLC 3.90% Reduce -2.5% 114,278 $42.3M
Foster Dykema Cabot & Partners, LLC 2.68% Add +0.4% 113,927 $42.2M
Syon Capital LLC 2.12% Add +0.0% 113,877 $42.2M
Tompkins Financial Corp. 3.35% Reduce -1.1% 113,783 $42.1M
Strategic Wealth Partners, Ltd. 2.92% Add +26.7% 113,597 $42.1M
Alps Advisors Inc. 0.20% Reduce -5.1% 113,492 $42.0M
Willis Investment Counsel 2.29% Add +0.3% 113,434 $42.0M
Amica Mutual Insurance Co. 3.60% Reduce -1.8% 113,116 $41.9M
Western Wealth Management, LLC 1.59% Add +25.4% 112,983 $41.8M
Nicolet Bankshares Inc. 1.54% Add +330.6% 113,090 $41.8M
Carret Asset Management, LLC 4.09% Reduce -0.8% 112,924 $41.8M
Dupont Capital Management Corp. 4.76% Add +0.9% 112,893 $41.8M
Matthew Goff Investment Advisor, LLC 6.93% Reduce -0.5% 112,248 $41.6M
Kiley Juergens Wealth Management, LLC 7.34% Reduce -0.7% 112,126 $41.5M
Capital Investment Services of America, Inc. 4.33% Add +1.9% 112,111 $41.5M
Hoey Investments, Inc. 6.11% Reduce -7.6% 111,911 $41.4M
German American Bancorp, Inc. 3.55% Add +2.8% 111,628 $41.3M
Smartleaf Asset Management LLC 1.49% Add +0.0% 114,791 $41.2M
Wilsey Asset Management Inc. 6.46% Reduce -0.0% 111,284 $41.2M
Shufro Rose & Co. LLC 2.81% Add +1.9% 111,238 $41.2M
Chescapmanager LLC 6.56% No change 110,892 $41.0M
United Asset Strategies, Inc. 3.26% Add +5.3% 110,643 $41.0M
Generali Powszechne Towarzystwo Emerytalne 7.23% Add +56.7% 110,500 $40.9M
Circle Wealth Management, LLC 0.58% Add +1.8% 110,208 $40.8M
Stillwater Capital Advisors, LLC 4.65% Reduce -1.1% 110,031 $40.7M
Ranmore Fund Management Ltd 5.38% New 110,000 $40.7M
Paralel Advisors LLC 1.69% Reduce -45.0% 110,000 $40.7M
Ninety One SA (Pty) Ltd 1.75% Reduce -25.4% 111,076 $40.7M
Tamar Securities, LLC 4.33% Add +19.6% 109,009 $40.4M
Wedbush Fund Advisers, LLC 4.67% Add +11.1% 108,989 $40.3M
Beaumont Financial Advisors, LLC 2.77% Add +0.6% 108,959 $40.3M
Anderson Hoagland & Co. 3.45% Add +1.9% 108,366 $40.1M
Ledyard National Bank 3.48% Reduce -3.1% 108,300 $40.1M
180 Wealth Advisors, LLC 4.56% Add +0.1% 108,121 $40.0M
Wedmont Private Capital 1.28% Reduce -3.7% 106,223 $39.8M
WestEnd Advisors, LLC 0.96% Add +10.1% 107,393 $39.8M
Pine Valley Investments Ltd Liability Co 1.93% Add +2.6% 107,306 $39.7M
Asset One Wealth Management LLC 4.39% Add +39.6% 93,611 $39.7M
Thoroughbred Financial Services, LLC 2.37% Add +2.4% 107,209 $39.7M
Arvest Bank Trust Division 2.16% Add +29.6% 107,151 $39.7M
Bensler, LLC 4.09% Reduce -0.8% 107,020 $39.6M
Orion Investment Co 12.56% Add +1.3% 106,910 $39.6M
Schnieders Capital Management, Llc. 6.31% Reduce -3.7% 106,738 $39.5M
Greenwood Gearhart LLC 2.14% Add +5.3% 106,737 $39.5M
One Wealth Capital Management, LLC 17.26% Reduce -0.4% 91,995 $39.5M
Journey Strategic Wealth LLC 0.98% Reduce -2.6% 106,475 $39.4M
Turtle Creek Wealth Advisors, LLC 2.97% Add +10.4% 106,226 $39.3M
Insigneo Advisory Services, LLC 2.80% Add +8.3% 106,030 $39.2M
Alerus Financial NA 1.94% Add +0.3% 105,808 $39.2M
Heritage Trust Co 3.93% Add +2.8% 105,807 $39.2M
Kayne Anderson Rudnick Investment Management LLC 0.12% Reduce -14.7% 105,800 $39.2M
SCS Capital Management LLC 0.41% Reduce -2.8% 105,585 $39.1M
Essex Financial Services, Inc. 2.19% Add +1.1% 105,311 $39.0M
S-Bank Fund Management Ltd 5.80% Reduce -5.6% 105,219 $38.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 3.48% Add +15.9% 105,156 $38.9M
Wealthcare Advisory Partners LLC 0.76% Add +0.1% 105,087 $38.9M
CenterBook Partners LP 2.09% Add +7.2% 104,964 $38.9M
Vestor Capital, LLC 2.81% Add +121833.7% 104,863 $38.8M
Means Investment Co., Inc. 3.38% Add +2.9% 104,601 $38.7M
Oslo Pensjonsforsikring AS 6.01% — 104,314 $38.6M
Twin Capital Management Inc. 4.97% Add +0.2% 104,124 $38.5M
Rollins Financial Advisors, LLC 6.09% Reduce -1.5% 104,097 $38.5M
Y-Intercept (Hong Kong) Ltd 0.73% Reduce -1.5% 103,951 $38.5M
Clare Market Investments LLC 8.04% — 103,877 $38.5M
Coastline Trust Co 3.81% Reduce -2.8% 103,626 $38.4M
Clarity Financial LLC 4.17% Add +36.8% 103,603 $38.4M
HBK Sorce Advisory LLC 0.77% Add +2.4% 91,356 $37.9M
Howard Hughes Medical Institute 9.11% Add +6294.6% 102,314 $37.9M
Blue Chip Partners, LLC 2.72% Add +1.3% 102,117 $37.8M
Dock Street Asset Management Inc. 3.97% Add +1.1% 102,088 $37.8M
Archon Partners LLC 4.47% No change 102,000 $37.8M
Purpose Unlimited Inc. 1.57% Add +50.3% 101,948 $37.7M
Aquatic Capital Management LLC 1.08% Add +77.0% 101,947 $37.7M
Intesa Sanpaolo Wealth Management 9.21% Add +5.9% 101,905 $37.7M
Anchor Investment Management, LLC 3.14% Reduce -2.1% 101,787 $37.7M
TruWealth Advisors, LLC 1.81% Add +4.9% 101,532 $37.6M
Lynch & Associates 7.02% Reduce -0.3% 101,040 $37.4M
Gladstone Institutional Advisory LLC 1.38% Add +0.7% 100,842 $37.3M
Geneos Wealth Management Inc. 0.86% Reduce -2.1% 100,681 $37.3M
First Merchants Corp. 1.42% Reduce -4.3% 100,593 $37.2M
Simmons Bank 2.49% Add +4.5% 100,322 $37.1M
MidFirst Bank 3.07% Reduce -8.1% 100,305 $37.1M
Ramsay, Stattman, Vela & Price, Inc. 7.31% Reduce -5.1% 99,945 $37.0M
Titan Investment Solutions Ltd 4.73% Reduce -2.8% 99,918 $37.0M
Johnson Financial Group, Inc. 1.33% Add +2.1% 99,549 $36.9M
Penserra Capital Management LLC 0.43% Add +5.1% 99,407 $36.8M
Pennant Investors, LP 10.19% Add +17.8% 99,400 $36.8M
GM Advisory Group, LLC 1.42% Add +15.9% 99,371 $36.8M
American National Bank & Trust 3.51% Add +0.4% 99,319 $36.8M
PKO Investment Management Joint-Stock Co 3.08% Reduce -11.6% 99,000 $36.6M
Patriot Financial Group Insurance Agency, LLC 2.07% Add +121.1% 98,960 $36.6M
Weatherly Asset Management L. P. 2.96% Reduce -0.0% 98,717 $36.5M
Absher Wealth Management, LLC 4.28% Add +29.7% 98,624 $36.5M
Quest Investment Management LLC 4.24% Reduce -0.4% 98,072 $36.3M
Evolve Private Wealth, LLC 1.94% Add +25.8% 98,048 $36.3M
Rossmore Private Capital 3.20% Reduce -0.1% 98,020 $36.3M
Belpointe Asset Management LLC 1.32% Add +14.3% 97,568 $36.1M
Spartan Wealth Advisory Services LLC 3.16% — 97,566 $36.1M
Invictus Private Wealth, LLC 2.23% Add +6.8% 97,560 $36.1M
Knollwood Investment Advisory, LLC 3.64% No change 97,421 $36.1M
SlateStone Wealth, LLC 2.97% Add +6.3% 97,317 $36.0M
Angeles Wealth Management, LLC 1.96% Reduce -1.1% 97,065 $35.9M
Emerald Investment Advisers, LLC 3.21% — 96,552 $35.7M
North Star Investment Management Corp. 2.17% Add +0.9% 96,546 $35.7M
Lakewood Capital Management, LP 2.29% New 96,534 $35.7M
Kingswood Wealth Advisors, LLC 1.69% Add +3.4% 96,356 $35.7M
Stratos Investment Management, LLC 1.43% Add +3.0% 96,289 $35.6M
ProVise Management Group, LLC 2.56% Add +2.6% 96,070 $35.6M
Financial Engines Advisors L.L.C. 0.07% Add +1.7% 96,042 $35.6M
Dash Acquisitions Inc. 7.40% Add +2.1% 85,029 $35.5M
EverSource Wealth Advisors, LLC 1.08% Add +38.0% 95,488 $35.3M
Harbor Investment Advisory, LLC 2.77% Reduce -37.5% 94,967 $35.2M
Verity & Verity, LLC 2.61% Add +23.5% 94,694 $35.1M
Northside Capital Management, LLC 3.08% Add +23.1% 94,693 $35.1M
Verus Capital Partners, LLC 2.40% Reduce -43.5% 94,051 $34.8M
Sound View Wealth Advisors Group, LLC 2.37% Add +1.4% 94,047 $34.8M
Trinity Street Asset Management LLP 2.39% Add +25.6% 94,039 $34.8M
Tran Capital Management, L.P. 4.78% Reduce -21.8% 94,032 $34.8M
Sawgrass Asset Management LLC 5.24% Reduce -2.7% 94,002 $34.8M
Bath Savings Trust Co 3.71% Reduce -1.1% 93,859 $34.7M
Groupe des Assurances du Credit Mutuel 17.12% No change 93,600 $34.6M
Blue Fin Capital, Inc. 5.68% Reduce -0.8% 93,524 $34.6M
Aaron Wealth Advisors LLC 2.00% Reduce -12.9% 93,286 $34.5M
HORAN Wealth, LLC 3.27% Add +102.2% 87,978 $34.4M
Palisade Capital Management, LP 1.23% Add +0.5% 92,720 $34.3M
Lyell Wealth Management, LP 2.52% Add +0.4% 92,487 $34.2M
Bridgeway Capital Management, LLC 0.69% Reduce -1.7% 92,223 $34.1M
Lee Danner & Bass Inc. 2.14% Reduce -3.6% 91,907 $34.0M
Smithfield Trust Co 1.48% Reduce -0.1% 91,711 $34.0M
Moran Wealth Management, LLC 1.04% Reduce -5.5% 91,657 $33.9M
Professional Advisory Services Inc. 4.26% Add +14.8% 91,505 $33.9M
Verdence Capital Advisors LLC 1.97% Add +0.3% 91,381 $33.8M
First Nebraska Trust Co 3.11% Add +4.4% 90,880 $33.6M
Rwwm, Inc. 2.45% Reduce -1.9% 90,658 $33.6M
AlphaCore Capital LLC 0.80% Reduce -14.6% 90,532 $33.5M
BOCHK Asset Management Ltd 6.91% Add +510.5% 90,237 $33.4M
Westerkirk Capital Inc. 3.60% Reduce -3.9% 90,213 $33.4M
Columbia Asset Management 6.35% Reduce -0.1% 90,105 $33.4M
Fiduciary Group, LLC 2.85% Add +0.3% 90,095 $33.4M
Nemes Rush Group LLC 3.17% Add +10.3% 90,089 $33.3M
Renaissance Group LLC 1.39% Add +2.8% 90,010 $33.3M
SP Asset Management LLC 2.94% Add +9.5% 90,006 $33.3M
Proem Advisors LLC 11.00% Add +20.0% 90,000 $33.3M
Philosophy Capital Management LLC 3.88% New 90,000 $33.3M
Appaloosa 0.56% Reduce -82.0% 90,000 $33.3M
Mather Group, Llc. 0.33% Reduce -1.9% 89,968 $33.3M
Howe & Rusling Inc. 2.17% Add +8.3% 89,886 $33.3M
AlTi Global, Inc. 0.72% Add +10.8% 89,854 $33.3M
American Assets Investment Management, LLC 2.25% No change 89,650 $33.2M
Schmidt P J Investment Management Inc. 5.57% Add +4.8% 89,453 $33.1M
Resources Management Corp. /CT/ 4.37% Add +2.1% 88,909 $32.9M
Larson Financial Group LLC 1.05% Add +11.4% 88,625 $32.8M
Journey Advisory Group, LLC 2.81% Add +0.2% 88,604 $32.8M
Allen Operations LLC 4.88% No change 88,383 $32.7M
Linscomb Wealth, Inc. 1.46% Reduce -16.5% 88,322 $32.7M
Marco Investment Management LLC 2.47% Reduce -0.1% 88,264 $32.7M
Defiance ETFs, LLC 0.47% Add +5.3% 87,892 $32.5M
Randolph Co Inc 3.10% Reduce -0.3% 87,655 $32.4M
Leavell Investment Management, Inc. 1.33% Reduce -1.8% 87,490 $32.4M
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 4.80% Add +23.1% 87,263 $32.3M
Algert Global LLC 0.49% Add +4.2% 87,235 $32.3M
Jacobs & Co. 3.18% Add +1.6% 87,034 $32.2M
Ally Financial Inc. 4.01% Add +107.1% 87,000 $32.2M
Icon Wealth Advisors, LLC 2.08% Reduce -17.2% 75,606 $32.1M
Goelzer Investment Management, Inc. 1.54% Add +2.6% 86,279 $31.9M
Cullen Investment Group, LTD. 4.18% Add +2.5% 85,580 $31.7M
Heron Bay Capital Management 2.91% Add +82.1% 85,389 $31.6M
Steigerwald, Gordon & Koch Inc. 3.24% Add +0.4% 85,118 $31.5M
ARS Wealth Advisors Group, LLC 2.66% Add +3.0% 85,093 $31.5M
Auxier Asset Management LLC 4.51% Reduce -13.5% 84,932 $31.4M
JGP Wealth Management, LLC 3.27% Add +6.3% 84,834 $31.4M
Bank of Nova Scotia Trust Co. 2.69% Add +0.2% 84,775 $31.4M
International Assets Investment Management, LLC 2.18% Add +0.1% 84,912 $31.4M
Spinecap SAS 11.50% New 84,648 $31.3M
Lakeside Advisors, INC. 20.91% Reduce -0.4% 84,637 $31.3M
Ithaka Group LLC 6.50% Add +2.2% 84,601 $31.3M
River Wealth Advisors LLC 3.58% Add +3.9% 84,305 $31.2M
Cambient Family Office, LLC 4.35% Reduce -4.1% 84,164 $31.2M
Kovack Advisors, Inc. 1.67% Reduce -16.8% 83,957 $31.1M
Connors Investor Services Inc. 2.88% Add +28.1% 84,092 $31.1M
Pictet North America Advisors SA 3.09% Add +0.5% 84,379 $31.1M
Capco Asset Management, LLC 8.48% Add +18.9% 83,952 $31.1M
Culbertson A N & Co. Inc. 4.03% Add +2.3% 83,877 $31.0M
Sky Investment Group LLC 5.44% Add +0.1% 83,662 $31.0M
Hillsdale Investment Management Inc. 0.84% Add +11.2% 83,612 $31.0M
Crewe Advisors LLC 2.64% Add +40.4% 83,595 $30.9M
Zuckerman Investment Group, LLC 2.91% Add +21.0% 83,482 $30.9M
Burney Co./ 0.97% Reduce -48.7% 83,388 $30.9M
Pure Financial Advisors, LLC 0.45% Add +8.0% 83,378 $30.9M
Fulcrum Capital LLC 6.70% Add +8.3% 83,376 $30.9M
Hunter Associates Investment Management LLC 4.08% Reduce -0.2% 83,346 $30.9M
Rings Capital Management LLC 16.51% No change 83,000 $30.7M
Davidson Kempner Capital Management LP 0.84% Reduce -43.0% 83,000 $30.7M
Cypress Capital Group 3.45% Reduce -2.4% 82,840 $30.7M
Trust Asset Management LLC 2.19% No change 82,545 $30.6M
Pinnacle Wealth Management Advisory Group, LLC 2.09% Reduce -4.3% 82,516 $30.5M
Avestar Capital, LLC 2.09% Reduce -1.7% 82,422 $30.5M
Managed Asset Portfolios, LLC 3.66% Reduce -7.1% 82,393 $30.5M
Spirepoint Private Client, LLC 2.90% Add +3.8% 82,374 $30.5M
AMG National Trust Bank 0.66% Add +15.7% 82,342 $30.5M
Covington Investment Advisors Inc. 4.48% Reduce -4.2% 82,298 $30.5M
St Germain D J Co. Inc. 1.20% Reduce -2.1% 82,128 $30.4M
Krilogy Financial LLC 0.98% Reduce -6.5% 72,248 $30.4M
Jaffetilchin Investment Partners, LLC 1.81% Add +4.1% 82,003 $30.4M
Ironwood Investment Counsel, LLC 4.37% Reduce -1.9% 81,981 $30.3M
Fagan Associates, Inc. 4.20% Reduce -0.1% 81,692 $30.2M
Thompson Siegel & Walmsley LLC 0.53% Reduce -14.2% 81,668 $30.2M
DSG Capital Advisors, LLC 4.83% Add +2.0% 81,571 $30.2M
Wallington Asset Management, LLC 4.01% Reduce -4.7% 81,433 $30.1M
Arax Advisory Partners 0.85% Reduce -9.1% 81,385 $30.1M
Integrity Alliance, Llc. 1.15% Add +23.8% 81,364 $30.1M
WealthPlan Investment Management, LLC 1.67% Add +29.1% 81,091 $30.0M
LaFleur & Godfrey LLC 3.74% Add +1.8% 81,090 $30.0M
Overbrook Management Corp 5.67% Reduce -7.4% 81,039 $30.0M
Amiral Gestion 16.65% Add +2.9% 80,969 $30.0M
Independence Bank of Kentucky 3.79% Add +4.4% 80,904 $29.9M
Hotchkis & Wiley Capital Management LLC 0.09% Add +50.9% 80,889 $29.9M
CapWealth Advisors, LLC 2.70% Reduce -8.9% 80,871 $29.9M
B. Riley Wealth Advisors, Inc. 1.93% Reduce -20.8% 83,224 $29.9M
Progressive Investment Management Corp 7.88% Add +0.0% 80,676 $29.9M
Onex Canada Asset Management Inc. 4.97% Add +8.8% 80,654 $29.9M
Checchi Capital Advisers, LLC 2.04% Add +3.5% 80,329 $29.7M
Foster & Motley Inc. 1.53% Add +7.3% 80,287 $29.7M
Deprince Race & Zollo Inc. 0.56% New 80,170 $29.7M
Hillman Co. 11.54% No change 80,136 $29.7M
Foster Victor Wealth Advisors, LLC 1.70% Add +4.2% 75,450 $29.7M
Capital Asset Advisory Services LLC 1.14% Add +17.0% 70,940 $29.7M
Permanent Capital Management, LP 4.61% Add +0.7% 72,667 $29.6M
Cincinnati Casualty Co. 15.47% No change 80,000 $29.6M
Central Securities Corp 2.44% No change 80,000 $29.6M
Ardmore Road Asset Management LP 1.95% Reduce -13.8% 80,000 $29.6M
Mirabaud & Cie SA 12.01% Reduce -1.8% 79,709 $29.5M
NFJ Investment Group, LLC 1.11% Reduce -4.8% 79,453 $29.4M
Procyon Advisors, LLC 1.44% Add +2.1% 79,262 $29.3M
Rothschild Investment LLC 1.53% Add +13.0% 78,974 $29.2M
TenCore Partners, LP 22.68% Reduce -6.6% 78,866 $29.2M
Alvarez & Marsal Private Wealth Partners, LLC 4.09% Add +12.3% 78,607 $29.1M
Edge Wealth Management LLC 4.97% Reduce -4.5% 78,542 $29.1M
Sunbelt Securities, Inc. 1.84% Add +3.7% 78,521 $29.1M
1ST Source Bank 1.50% Add +0.3% 78,514 $29.1M
Davis Selected Advisers 0.13% Add +29.1% 78,489 $29.1M
Griffin Asset Management, Inc. 3.28% Reduce -3.3% 78,484 $29.1M
Woodmont Investment Counsel LLC 1.79% Add +3.3% 78,322 $29.0M
Cornerstone Wealth Management, LLC 1.45% Add +5.6% 78,292 $29.0M
Norden Group LLC 2.78% Add +8.8% 78,271 $29.0M
Everest Financial Group LLC 4.77% Add +12.3% 78,266 $29.0M
Ascentis Independent Advisors 2.19% Add +80.1% 78,250 $29.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2.20% Reduce -0.9% 78,185 $28.9M
Stenger Family Office, LLC 5.09% Add +14.1% 77,896 $28.8M
Cache Advisors, LLC 3.33% Add +24.1% 77,875 $28.8M
Nations Financial Group Inc, /Ia/ 1.48% Reduce -7.0% 77,872 $28.8M
Benin Management CORP 6.47% Add +3.7% 77,798 $28.8M
Gilder Gagnon Howe & Co. LLC 0.35% Reduce -52.2% 77,787 $28.8M
Abner Herrman & Brock LLC 3.18% Add +0.2% 77,772 $28.8M
Torray Investment Partners LLC 4.51% Add +128.9% 77,732 $28.8M
Palestra Capital Management LLC 1.13% Reduce -47.3% 77,662 $28.7M
Pennsylvania Capital Management Inc. 8.22% Add +0.1% 77,396 $28.6M
Courier Capital LLC 1.60% Reduce -0.9% 77,394 $28.6M
Foyston, Gordon & Payne Inc 6.61% Add +1.7% 77,366 $28.6M
Iyo Bank, Ltd. 10.17% No change 77,222 $28.6M
Ostrum Asset Management 1.60% Reduce -61.5% 77,162 $28.6M
Canandaigua National Corp. 2.55% — 76,939 $28.5M
RFG Advisory, LLC 0.52% Add +27.7% 76,721 $28.4M
Caldwell Trust Co 2.54% Add +2.4% 76,667 $28.4M
Cardinal Capital Management, Inc. 0.76% Add +38.8% 76,652 $28.4M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 10.79% New 76,500 $28.3M
Parcion Private Wealth LLC 1.76% Add +3.3% 76,498 $28.3M
Generali Investments, Management Co LLC 6.58% Add +51.2% 76,448 $28.3M
Bar Harbor Wealth Management 1.65% Add +0.8% 76,383 $28.3M
Nexus Investment Management ULC 3.95% Add +0.9% 76,352 $28.3M
Sand Hill Global Advisors, LLC 0.95% Add +14.7% 76,135 $28.2M
LS Investment Advisors, LLC 4.21% Reduce -4.4% 76,023 $28.1M
Jasper Ridge Partners, L.P. 0.63% No change 75,886 $28.1M
Mars Jewett Financial Group, Inc. 8.89% Add +3.1% 75,834 $28.1M
Naples Global Advisors, LLC 2.05% Add +1.8% 75,815 $28.1M
Coastal Bridge Advisors, LLC 1.98% Reduce -0.1% 75,620 $28.0M
NZS Capital, LLC 0.93% Add +2.0% 75,548 $28.0M
Mirae Asset Securities (usa) Inc. 1.32% Add +0.4% 75,485 $27.9M
Valley Wealth Managers, Inc. 1.80% Add +0.6% 75,351 $27.9M
Perennial Advisors, LLC 4.78% Add +1.3% 75,275 $27.9M
Long Corridor Asset Management Ltd 8.50% New 75,000 $27.8M
M. Kraus & Co 8.09% Add +0.0% 74,971 $27.8M
Altrafin AG 9.88% Add +23.1% 74,926 $27.7M
Bridgewater Advisors Inc. 1.65% Reduce -2.2% 68,351 $27.7M
Itau Unibanco Holding S.A. 0.66% Reduce -36.7% 74,617 $27.6M
CMH Wealth Management LLC 4.74% Add +37.6% 74,558 $27.6M
Hilton Capital Management, LLC 2.07% Add +0.4% 74,181 $27.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.40% Add +15.7% 74,048 $27.4M
First Fiduciary Investment Counsel, Inc. 5.51% Reduce -2.5% 73,979 $27.4M
Qtron Investments LLC 3.71% Reduce -2.2% 73,930 $27.4M
Wedgewood Partners Inc. 5.65% Reduce -4.6% 73,919 $27.4M
Baron Capital (BAMCO) 0.08% Reduce -78.4% 73,753 $27.3M
Transcend Capital Advisors, LLC 2.19% Add +0.6% 73,737 $27.3M
Westchester Capital Management, Inc. 5.49% Add +1.5% 73,677 $27.3M
Forvis Mazars Wealth Advisors, LLC 0.52% Add +1.8% 73,486 $27.2M
Quantitative Investment Management, LLC 2.82% New 73,454 $27.2M
Zhang Financial LLC 0.94% Add +8.1% 73,448 $27.2M
Zevin Asset Management LLC 3.76% Add +2.4% 73,410 $27.2M
Centaurus Financial, Inc. 1.29% Add +3.7% 73,249 $27.1M
GHP Investment Advisors, Inc. 1.12% Add +1.2% 73,234 $27.1M
ExodusPoint Capital Management, LP 0.27% Add +7.6% 73,181 $27.1M
Bogart Wealth, LLC 1.04% Add +17.2% 73,118 $27.1M
PFG Advisors 1.32% Add +2.6% 73,084 $27.1M
Cohen Capital Management, Inc. 4.19% Add +1.5% 72,981 $27.0M
Community Financial Services Group, LLC 4.75% Add +7.2% 73,131 $27.0M
Canvas Wealth Advisors, LLC 4.59% Add +13.5% 72,856 $27.0M
Coleford Investment Management Ltd. 6.60% Add +1.8% 72,736 $26.9M
Ibex Wealth Advisors 2.50% Reduce -10.8% 72,440 $26.8M
Trifecta Capital Advisors, LLC 4.14% Add +1.5% 72,317 $26.8M
First National Advisers, LLC 3.91% Reduce -9.9% 72,260 $26.7M
Vicus Capital 1.97% Reduce -0.1% 72,252 $26.7M
GFS Advisors, LLC 1.73% Add +24.1% 72,244 $26.7M
South Street Advisors LLC 3.87% Add +0.0% 72,227 $26.7M
Segment Wealth Management, LLC 1.57% Add +2.3% 72,205 $26.7M
Private Trust Co. NA 2.38% Reduce -2.3% 71,973 $26.6M
Clear Harbor Asset Management, LLC 1.85% Reduce -3.7% 71,862 $26.6M
Guardian Partners Inc. 2.22% Add +4.1% 71,634 $26.6M
Bourne Lent Asset Management Inc. 9.76% Reduce -2.4% 71,738 $26.6M
Mechanics Bank Trust Department 3.68% Add +0.1% 71,728 $26.6M
Galvin, Gaustad & Stein, LLC 2.15% Add +1.9% 71,726 $26.6M
Legacy Private Trust Co. 1.64% Reduce -1.1% 71,476 $26.5M
Burling Wealth Partners, LLC 4.28% Reduce -0.4% 71,455 $26.5M
Anchor Capital Advisors LLC 0.75% Add +11.1% 71,416 $26.4M
Godsey & Gibb, Inc. 2.30% Add +1.1% 71,376 $26.4M
Princeton Global Asset Management LLC 4.31% Add +0.9% 71,374 $26.4M
Tufton Capital Management 4.81% Reduce -1.7% 71,373 $26.4M
GLOBALT Investments LLC / GA 0.94% Add +1.0% 71,278 $26.4M
Intrust Bank NA 2.15% Reduce -3.2% 71,264 $26.4M
Greenwood Capital Associates LLC 2.91% Add +10.5% 71,237 $26.4M
Traynor Capital Management, Inc. 1.57% Reduce -0.0% 73,370 $26.3M
Hendershot Investments Inc. 3.54% Add +10.5% 71,058 $26.3M
Thompson Investment Management, Inc. 3.41% Add +8.8% 71,057 $26.3M
Seven Grand Managers, LLC 1.76% Reduce -45.8% 71,000 $26.3M
Prosperity Consulting Group, LLC 1.17% Reduce -4.5% 70,977 $26.3M
Rice Partnership, LLC 3.59% Add +2.8% 70,954 $26.3M
Signal Advisors Wealth, LLC 1.80% Add +42.1% 70,908 $26.2M
Headlands Technologies LLC 2.99% Add +61.7% 70,878 $26.2M
Pettyjohn, Wood & White, Inc. 4.18% Add +0.1% 70,871 $26.2M
Azzad Asset Management Inc. 2.65% Reduce -2.5% 70,768 $26.2M
Webster Bank, N. A. 2.48% Add +1.3% 70,757 $26.2M
Hills Bank & Trust Co 1.26% Reduce -4.9% 70,639 $26.1M
Longbow Finance SA 4.73% Reduce -12.3% 70,617 $26.1M
Ameritas Advisory Services, LLC 1.02% Add +2.4% 70,611 $26.1M
Taikang Asset Management (Hong Kong) Co Ltd 2.59% Add +7.6% 70,430 $26.1M
Red Door Wealth Management, LLC 2.71% Add +1.6% 70,340 $26.0M
Cassaday & Co Wealth Management LLC 0.55% Reduce -1.9% 70,338 $26.0M
Cigna Investments Inc. 4.04% Reduce -1.3% 70,193 $26.0M
James Investment Research, Inc. 2.91% Reduce -2.0% 70,144 $26.0M
Greatmark Investment Partners, Inc. 3.04% Reduce -0.6% 69,986 $25.9M
Monetary Management Group Inc. 6.18% Add +0.3% 69,901 $25.9M
Pioneer Trust Bank N A 6.28% Add +3.1% 69,868 $25.9M
Hutchinson Capital Management 4.75% Add +4.6% 69,843 $25.9M
Buckley Wealth Management, LLC 6.59% Add +2.6% 69,794 $25.8M
Dividend Assets Capital, LLC 5.15% Add +3.1% 69,792 $25.8M
Wellington Shields & Co., LLC 6.58% Reduce -0.3% 69,747 $25.8M
Denali Advisors LLC 2.87% Add +0.3% 69,715 $25.8M
Constitution Capital LLC 12.89% Reduce -27.6% 69,647 $25.8M
Nelson Capital Management, LLC 3.15% Add +1.5% 69,641 $25.8M
Laurel Wealth Advisors LLC 2.55% Add +4.3% 62,069 $25.8M
Solidarity Wealth, LLC 4.95% Add +10.7% 69,566 $25.8M
Parr McKnight Wealth Management Group, LLC 3.37% Add +5.4% 69,455 $25.7M
RNC Capital Management LLC 1.12% Reduce -0.4% 69,296 $25.7M
Mitchell Capital Management Co. 4.71% Reduce -3.7% 69,277 $25.6M
Insight Holdings Group, LLC 1.80% Reduce -62.1% 69,275 $25.6M
Titan Global Capital Management USA LLC 3.82% Add +6.0% 69,269 $25.6M
EDENTREE ASSET MANAGEMENT Ltd 7.73% Add +9.8% 69,251 $25.6M
Harbour Trust & Investment Management Co 2.72% Add +22.4% 69,157 $25.6M
Third View Private Wealth, LLC 3.49% Add +10.7% 68,951 $25.5M
Integrated Advisors Network LLC 1.34% Reduce -16.9% 68,941 $25.5M
Missouri Trust & Investment Co 7.48% Add +0.2% 68,849 $25.5M
First Financial Bank - Trust Division 2.05% Add +7.6% 68,788 $25.5M
United Bank 3.26% Add +0.2% 68,685 $25.4M
Strategic Advisors LLC 4.21% Reduce -2.4% 68,433 $25.3M
Hamilton Wealth, LLC 4.92% Add +16.8% 68,212 $25.3M
Meiji Yasuda America Inc 6.24% Reduce -1.4% 68,175 $25.2M
Fulcrum Asset Management LLP 3.81% Add +19.0% 70,272 $25.2M
Arbejdsmarkedets Tillaegspension 0.63% Add +43.8% 67,974 $25.2M
MainStreet Investment Advisors LLC 3.79% Reduce -3.6% 67,969 $25.2M
Orange Investment Advisors, Inc. 3.25% Reduce -8.2% 67,754 $25.1M
Pennant Select, LLC 12.58% Add +28.5% 67,600 $25.0M
CCM Investment Advisers LLC 2.40% Add +5.6% 67,596 $25.0M
Columbus Hill Capital Management, L.P. 4.34% Reduce -26.4% 67,588 $25.0M
Avidian Wealth Enterprises, LLC 0.79% Add +48.8% 67,587 $25.0M
Copeland Capital Management, LLC 0.56% Add +34.3% 67,559 $25.0M
Cutler Investment Counsel LLC 2.58% Reduce -1.1% 67,557 $25.0M
Main Street Research LLC 1.45% Reduce -59.9% 67,542 $25.0M
ICICI Prudential Asset Management Co Ltd 3.00% Reduce -22.9% 67,473 $25.0M
Ausdal Financial Partners, Inc. 1.12% Add +27.9% 67,396 $24.9M
Capital Group Investment Management Pte. LTD. 4.26% Reduce -7.1% 67,361 $24.9M
Consilio Wealth Advisors, LLC 7.24% Add +10.1% 66,941 $24.8M
Holderness Investments Co. 4.98% Add +0.2% 66,939 $24.8M
Portfolio Design Labs, LLC 4.40% Add +7.6% 66,829 $24.7M
Covenant Asset Management, LLC 5.07% Reduce -2.2% 66,765 $24.7M
Alley Investment Management Company, LLC 3.01% Add +7.5% 66,734 $24.7M
Archford Capital Strategies, LLC 2.82% Add +4.4% 66,523 $24.6M
Motco 2.28% Add +20.4% 66,507 $24.6M
Valiant Capital Management, L.P. 1.93% Reduce -8.6% 66,415 $24.6M
Allied Investment Advisors, LLC 3.51% Add +2.7% 66,141 $24.5M
Blackhill Capital Inc. 1.26% No change 66,050 $24.4M
Hartline Investment Corp./ 2.69% Add +0.3% 66,019 $24.4M
71 West Capital Partners 1.07% Add +9.2% 65,872 $24.4M
Parkside Financial Bank & Trust 1.86% Reduce -0.1% 65,558 $24.3M
Meiji Yasuda Life Insurance Co 0.83% Reduce -1.6% 65,534 $24.3M
Hilltop National Bank 5.76% Reduce -0.5% 65,397 $24.2M
GDS Wealth Management 1.45% Add +10.4% 65,261 $24.2M
Sovran Advisors, LLC 1.89% Add +23.1% 59,112 $24.1M
Intact Investment Management Inc. 0.68% No change 64,900 $24.0M
LMR Partners LLP 0.29% Add +144.5% 64,794 $24.0M
Westwind Capital 5.75% Add +9.9% 64,718 $24.0M
Perkins Coie Trust Co 4.60% Add +0.7% 64,701 $23.9M
Jamison Private Wealth Management, Inc. 2.99% Add +0.6% 64,478 $23.9M
Vision Capital Management, Inc. 3.01% Add +6.4% 64,429 $23.8M
Strategic Wealth Investment Group, LLC 3.03% Add +10.6% 64,401 $23.8M
Strategic Planning Group, LLC 3.33% Reduce -3.4% 64,270 $23.8M
Confluence Wealth Services, Inc. 0.92% Add +9.4% 64,254 $23.8M
Heirloom Wealth Management 4.28% Add +16.6% 64,128 $23.7M
RPG Investment Advisory, LLC 2.86% Add +2.1% 64,088 $23.7M
Bright Rock Capital Management, LLC 4.68% No change 64,000 $23.7M
Eubel Brady & Suttman Asset Management Inc. 3.00% Add +84.2% 63,942 $23.7M
Peachtree Investment Partners, LLC 9.01% Reduce -7.7% 63,849 $23.6M
Mengis Capital Management, Inc. 4.08% Add +2.1% 63,845 $23.6M
Quantbot Technologies LP 0.97% Add +124.8% 63,800 $23.6M
Bellecapital International Ltd. 4.26% Add +17.7% 63,734 $23.6M
Colonial Trust Co / SC 3.20% Add +2.9% 63,621 $23.6M
Teamwork Financial Advisors, LLC 2.62% Add +7.1% 63,616 $23.5M
Liberty One Investment Management, LLC 2.43% Add +36.6% 63,594 $23.5M
Claret Asset Management Corp 2.83% Reduce -5.9% 63,531 $23.5M
Optiver Holding B.V. 0.89% Reduce -68.6% 63,472 $23.5M
Sepio Capital, LP 1.28% Reduce -2.3% 63,447 $23.5M
Payden & Rygel 1.83% Add +30.2% 63,430 $23.5M
Kentucky Retirement Systems 1.72% Add +34.7% 627,191 $23.5M
SageView Advisory Group, LLC 0.85% Reduce -5.5% 62,976 $23.3M
Moore Capital Management, LP 0.93% Reduce -53.0% 62,941 $23.3M
Phraction Management LLC 6.43% Add +7.1% 62,928 $23.3M
Flagship Harbor Advisors, LLC 1.02% Add +10.2% 62,923 $23.3M
Bell Asset Management Ltd 6.85% Add +19.7% 62,705 $23.3M
Frec Markets, Inc. 3.96% Add +38.5% 62,809 $23.3M
Leith Wheeler Investment Counsel Ltd. 1.92% Add +1107.5% 62,718 $23.2M
Borer Denton & Associates, Inc. 8.27% Reduce -1.3% 62,659 $23.2M
University of Texas/Texas Am Investment Management Co. 3.37% Add +3.8% 62,628 $23.2M
Whalerock Point Partners, LLC 4.65% Add +3.3% 62,604 $23.2M
Sava Infond d.o.o. 3.29% Reduce -6.6% 62,550 $23.2M
Everhart Financial Group, Inc. 1.97% Add +8.6% 62,502 $23.1M
Focus Financial Network, Inc. 0.83% Reduce -6.5% 62,326 $23.1M
FORA Capital, LLC 1.69% Add +117.1% 62,251 $23.0M
AdvisorNet Financial, Inc 1.19% Reduce -0.5% 62,200 $23.0M
Ariel Investments 0.26% Reduce -63.9% 62,192 $23.0M
Tritonpoint Wealth, LLC 2.46% Reduce -2.2% 62,116 $23.0M
Salomon & Ludwin, LLC 2.05% Reduce -1.0% 61,565 $23.0M
Avior Wealth Management, LLC 0.65% Add +15.2% 62,030 $23.0M
Horiko Capital Management LLC 5.29% Reduce -10.2% 62,327 $22.9M
Stockman Wealth Management, Inc. 2.53% Add +12.3% 61,841 $22.9M
McRae Capital Management Inc. 4.74% Reduce -3.1% 61,774 $22.9M
American Money Management, LLC 3.62% Add +1.2% 61,757 $22.9M
Davis-Rea LTD. 5.96% Add +39.4% 61,727 $22.8M
Oxbow Advisors, LLC 1.97% Reduce -21.2% 61,575 $22.8M
Ipswich Investment Management Co., Inc. 5.35% Reduce -0.7% 61,565 $22.8M
WoodTrust Financial Corp 2.94% Reduce -3.3% 61,541 $22.8M
Stone Summit Wealth LLC 6.33% Reduce -0.2% 61,495 $22.8M
Texas Capital Bank Wealth Management Services Inc 1.35% Add +1.7% 61,316 $22.7M
Wealth Enhancement Trust Services, Inc. 2.74% Add +8.7% 61,079 $22.6M
Gateway Wealth Partners, LLC 0.88% Add +219.5% 60,917 $22.5M
Sfmg, LLC 1.55% Reduce -1.0% 60,905 $22.5M
Cooper Financial Group 2.26% Reduce -2.2% 60,432 $22.4M
Blue Zone Wealth Advisors, LLC 4.54% Add +51.5% 60,302 $22.3M
Regal Investment Advisors LLC 1.29% Add +10.5% 60,289 $22.3M
Formidable Asset Management, LLC 3.45% Reduce -2.5% 46,716 $22.3M
Sargent Investment Group, LLC 2.93% Add +7.0% 60,061 $22.2M
Cincinnati Specialty Underwriters Insurance CO 5.40% No change 60,000 $22.2M
Clearstead Trust, LLC 3.62% Add +4.3% 59,955 $22.2M
Laffer Tengler Investments, Inc. 3.86% Add +13.9% 59,928 $22.2M
Knuff & Co LLC 6.68% Add +0.4% 59,863 $22.2M
Gryphon Financial Partners LLC 2.32% Add +11.1% 59,807 $22.1M
Occidental Asset Management, LLC 2.61% Add +4.8% 59,618 $22.1M
Community Bank, N.A. 2.62% Add +1.7% 59,569 $22.0M
Broadleaf Partners, LLC 5.13% Reduce -2.7% 59,410 $22.0M
Moody National Bank Trust Division 2.09% Add +0.2% 59,345 $22.0M
Peak Asset Management, LLC 3.87% Add +1.4% 59,196 $21.9M
Bfsg, LLC 2.08% Add +2.5% 59,170 $21.9M
Kestra Investment Management, LLC 0.38% Add +122.7% 59,166 $21.9M
Canal Capital Management, LLC 2.96% Add +9.5% 59,006 $21.8M
Smithbridge Asset Management Inc. 3.24% Reduce -36.7% 58,999 $21.8M
Valmark Advisers, Inc. 0.26% Add +1.5% 58,850 $21.8M
Hayek Kallen Investment Management 7.09% New 58,810 $21.8M
BBR Partners, LLC 1.21% Reduce -23.8% 58,811 $21.8M
HighPoint Advisor Group LLC 0.90% Reduce -78.2% 57,976 $21.5M
Evernest Financial Advisors, LLC 4.45% Reduce -1.8% 50,394 $21.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5.02% Reduce -3.9% 57,773 $21.4M
Jacobi Capital Management LLC 1.19% Add +10.0% 57,720 $21.4M
Cheviot Value Management, LLC 2.15% Add +1.1% 57,708 $21.4M
Rockline Wealth Management, LLC 4.64% Add +0.3% 57,630 $21.3M
Augustine Asset Management Inc. 4.80% Add +1.8% 57,620 $21.3M
New Hampshire Trust 4.30% Add +1.2% 57,608 $21.3M
Canal Insurance CO 4.57% Add +9.5% 57,500 $21.3M
Farmers Trust Co. 3.34% Add +8.8% 57,493 $21.3M
Untitled Investments LP 7.92% Reduce -5.4% 57,449 $21.3M
Cove Private Wealth, LLC 4.85% Add +16.9% 57,445 $21.3M
Schonfeld Strategic Advisors LLC 0.17% Reduce -89.6% 57,439 $21.3M
Embree Financial Group 2.50% Add +6.4% 57,394 $21.2M
Delta Investment Management, LLC 3.80% Add +4.5% 57,377 $21.2M
Deltec Asset Management LLC 3.89% Reduce -19.5% 57,361 $21.2M
CHICAGO TRUST Co NA 3.43% Reduce -5.0% 57,334 $21.2M
Baker Ellis Asset Management LLC 2.52% Add +1.4% 57,314 $21.2M
Turim 21 Investimentos Ltda. 5.32% Add +790.6% 57,284 $21.2M
SFE Investment Counsel 3.40% Add +4.2% 57,256 $21.2M
Middleton & Co. Inc. 2.41% Reduce -0.9% 57,141 $21.2M
Meridian Wealth Advisors, LLC 2.80% Add +3.8% 57,135 $21.1M
Lanark Financial, Inc. 1.59% Reduce -4.0% 57,087 $21.1M
Stratos Wealth Advisors, LLC 1.29% Add +1.4% 56,809 $21.0M
Toth Financial Advisory Corp. 2.31% Reduce -7.0% 56,765 $21.0M
Paragon Capital Management Ltd 4.43% Reduce -0.1% 56,716 $21.0M
Great Lakes Retirement, Inc. 2.17% Add +3.4% 56,634 $21.0M
Balboa Wealth Partners 3.52% Add +1.0% 56,606 $21.0M
EULAV Asset Management 0.67% Reduce -5.8% 56,518 $20.9M
Greenwich Wealth Management LLC 0.85% Add +1.9% 56,358 $20.9M
Arthur M. Cohen & Associates, LLC 3.70% Reduce -0.5% 56,389 $20.8M
Farmers National Bank 4.59% Add +7.2% 56,251 $20.8M
M Holdings Securities, Inc. 1.41% Add +2.8% 51,782 $20.8M
XML Financial, LLC 1.68% Add +1.6% 56,098 $20.8M
JLB & Associates Inc. 2.98% Reduce -4.5% 56,066 $20.8M
Csenge Advisory Group 0.95% Reduce -1.1% 56,035 $20.7M
Div Capital Phoenix Assets Ltd 4.77% Add +344.6% 55,937 $20.7M
Certuity, LLC 1.36% Add +0.8% 56,088 $20.7M
Georgetown University 9.36% Add +1271.6% 55,867 $20.7M
Pavion Blue Capital, LLC 8.98% Reduce -0.5% 55,851 $20.7M
Miramar Capital, LLC 4.59% Add +5.0% 55,744 $20.6M
Makena Capital Management LLC 2.38% Reduce -20.4% 55,744 $20.6M
Broderick Brian C 3.80% Add +5.0% 55,731 $20.6M
Quattro Financial Advisors LLC 6.24% Add +2.2% 55,617 $20.6M
Sendero Wealth Management, LLC 2.27% Reduce -0.9% 55,564 $20.6M
Paul R. Ried Financial Group, LLC 9.55% Add +1.3% 55,515 $20.6M
Hamilton Point Investment Advisors, LLC 3.17% Reduce -0.2% 55,491 $20.5M
Arcadia Investment Management Corp. 3.52% Reduce -0.1% 55,486 $20.5M
Aprio Wealth Management, LLC 1.12% Add +51.1% 55,459 $20.5M
Harbor Capital Advisors, Inc. 1.66% Add +12.6% 55,441 $20.5M
SevenBridge Financial Group, LLC 3.21% Reduce -1.2% 47,386 $20.5M
Premier Path Wealth Partners, LLC 2.67% Add +2.0% 55,334 $20.5M
Y.D. More Investments Ltd 0.80% Reduce -5.5% 55,364 $20.5M
Glen Eagle Advisors, LLC 2.86% Reduce -1.4% 55,251 $20.5M
Family Manage LLC 2.45% Add +9.9% 55,128 $20.4M
Plimoth Trust Co. LLC 4.56% Add +5.8% 55,073 $20.4M
Retirement Planning Group, LLC 0.63% Reduce -6.9% 55,010 $20.4M
Junto Capital Management LP 0.43% Reduce -68.0% 54,997 $20.4M
West Branch Capital LLC 5.44% Reduce -2.0% 54,901 $20.3M
Sompo Asset Management Co., Ltd. 3.73% Add +2.1% 54,835 $20.3M
Strategy Asset Managers LLC 3.31% Reduce -1.1% 54,488 $20.2M
PDS Planning, Inc 1.33% Add +2.7% 54,486 $20.2M
Brown Shipley& Co Ltd 12.11% Add +2.9% 54,456 $20.2M
NTV Asset Management LLC 2.21% Add +4.8% 54,420 $20.1M
Generali Investments CEE, investicni spolecnost, a.s. 1.06% Add +27.9% 54,384 $20.1M
Valicenti Advisory Services Inc. 4.38% Add +1.5% 54,323 $20.1M
Independent Investors Inc. 3.99% No change 54,300 $20.1M
Estuary Capital Management LP 3.36% Reduce -27.8% 54,248 $20.1M
Waldron Private Wealth LLC 0.78% Add +2.3% 54,125 $20.0M
Field & Main Bank 5.82% Reduce -0.2% 54,084 $20.0M
Capital Planning LLC 6.49% Reduce -2.7% 53,905 $20.0M
Whale Rock Capital Management 0.26% New 53,850 $19.9M
Sycale Advisors (NY) LLC 10.07% Reduce -17.6% 53,824 $19.9M
RMR Wealth Builders 1.56% Add +4.6% 53,629 $19.9M
Baker Chad R 3.74% No change 53,575 $19.8M
Hall Laurie J Trustee 6.99% Reduce -1.2% 53,530 $19.8M
DT Investment Partners, LLC 1.65% Reduce -6.9% 53,439 $19.8M
Continuum Advisory, LLC 1.89% Add +2.8% 53,285 $19.7M
Princeton Capital Management LLC 5.38% Add +2.9% 53,249 $19.7M
Simplicity Wealth,LLC 1.12% Add +9.8% 53,229 $19.7M
City Holding Co. 2.46% Add +0.1% 53,088 $19.7M
Nicola Wealth Management LTD. 2.36% Reduce -20.3% 53,060 $19.6M
Verition Fund Management LLC 0.20% Reduce -85.7% 52,937 $19.6M
Manhattan West Asset Management, LLC 3.83% Add +12.6% 52,906 $19.6M
Claro Advisors Inc. 2.36% Add +25.7% 52,848 $19.6M
Moneco Advisors, LLC 1.52% Add +1.7% 52,806 $19.5M
Rempart Asset Management Inc. 4.10% Reduce -10.3% 52,711 $19.5M
Advisory Alpha, LLC 0.53% Add +11.8% 52,701 $19.5M
StoneX Group Inc. 1.05% Reduce -30.6% 52,680 $19.5M
SeaCrest Wealth Management, LLC 2.08% Reduce -5.3% 52,624 $19.5M
Farley Capital L.P. 15.77% Add +29.8% 52,550 $19.5M
Leeward Financial Partners, LLC 5.78% Reduce -3.2% 52,508 $19.4M
DE Burlo Group Inc. 4.40% Reduce -34.8% 52,424 $19.4M
Marietta Wealth Management, LLC 2.30% Add +5.6% 52,350 $19.4M
Marietta Investment Partners LLC 3.88% Add +0.5% 52,321 $19.4M
Fragasso Financial Advisors Inc 1.17% Add +6.6% 51,932 $19.4M
Relyea Zuckerberg Hanson LLC 1.94% Reduce -6.9% 52,233 $19.3M
Capula Management Ltd 0.17% Add +1283.1% 52,158 $19.3M
Rehmann Capital Advisory Group 1.00% Add +6.1% 52,134 $19.3M
Money Concepts Capital Corp. 1.07% Add +3.9% 52,101 $19.3M
Varenne Capital Partners 4.77% Add +1.1% 51,818 $19.2M
Koshinski Asset Management, Inc. 1.20% Add +2.6% 51,960 $19.2M
Kozak & Associates, Inc. 3.75% Add +1.2% 50,024 $19.2M
Providence Capital Advisors, LLC 3.13% Add +9.0% 51,867 $19.2M
BW Gestao de Investimentos Ltda. 0.85% Add +72.8% 51,809 $19.2M
KADENSA CAPITAL Ltd 2.67% Add +6.8% 51,783 $19.2M
Zions Bancorporation, National Association 1.24% Reduce -51.5% 51,764 $19.2M
Perryman Financial Advisory Inc. 2.87% Add +0.7% 51,753 $19.2M
Alpha Omega Wealth Management LLC 3.11% Reduce -0.7% 51,752 $19.2M
Avantax Planning Partners, Inc. 0.53% Add +24.4% 51,692 $19.1M
Hedeker Wealth, LLC 4.04% Add +9.4% 51,690 $19.1M
Hamilton Capital Partners, LLC 5.95% Add +41.9% 51,529 $19.1M
Van Strum & Towne Inc. 5.57% Reduce -2.0% 51,506 $19.1M
Rowlandmiller & Partners.adv 3.86% Add +6.8% 51,462 $19.0M
Washington Trust Advisors, Inc. 1.54% Add +9.9% 51,369 $19.0M
GeoWealth Management, LLC 0.68% Add +6.7% 51,305 $19.0M
Summit Global Investments 1.12% Add +15.4% 51,286 $19.0M
Cypress Asset Management Inc. 4.39% Reduce -2.5% 51,129 $18.9M
Mattern Wealth Management LLC 3.69% Add +0.7% 51,115 $18.9M
Humankind Investments LLC 10.80% Add +98.1% 51,100 $18.9M
Advocacy Wealth Management, LLC 0.83% Add +11.9% 50,999 $18.9M
Mark Sheptoff Financial Planning, LLC 10.00% Reduce -5.0% 45,888 $18.9M
Catalyst Financial Partners LLC 2.22% Add +6.6% 50,894 $18.8M
Mystic Asset Management, Inc. 4.36% Add +0.5% 50,861 $18.8M
Whitebark Investors LP 15.05% No change 50,859 $18.8M
Sigma Investment Counselors Inc. 0.99% Add +1.0% 50,742 $18.8M
Bourgeon Capital Management LLC 3.33% Add +11.9% 50,698 $18.8M
Condor Capital Management 1.57% Add +2.5% 50,686 $18.8M
Keystone Financial Group 1.29% Add +2.7% 49,683 $18.7M
Eagle Rock Investment Company, LLC 2.72% Add +3.7% 50,610 $18.7M
Elk River Wealth Management LLC 3.11% Add +0.2% 50,609 $18.7M
Huber Capital Management LLC 2.89% Add +31.2% 50,583 $18.7M
CFM Wealth Partners LLC 2.81% Reduce -1.1% 50,581 $18.7M
NatWest Group plc 4.05% Reduce -20.2% 50,577 $18.7M
Connecticut Wealth Management, LLC 0.78% Reduce -0.7% 50,554 $18.7M
Haverford Financial Services, Inc. 5.57% Reduce -0.1% 50,510 $18.7M
LRZ Capital LLC 9.36% Add +26.3% 50,505 $18.7M
Richard Bernstein Advisors LLC 0.54% Add +4.6% 50,480 $18.7M
Arjuna Capital 4.74% Add +0.2% 50,350 $18.6M
St. Clair Advisors, LLC 4.96% Reduce -2.9% 50,344 $18.6M
Supplemental Annuity Collective Trust of NJ 5.25% Reduce -8.5% 50,324 $18.6M
Nordwand Advisors, LLC 3.26% Add +1.2% 50,286 $18.6M
SageGuard Financial Group, LLC 2.88% Reduce -5.7% 50,253 $18.6M
Security National Bank 2.71% Add +0.7% 50,219 $18.6M
Rothschild Capital Partners, LLC 4.58% Reduce -3.3% 50,194 $18.6M
Campbell Capital Management Inc. 8.86% Reduce -0.5% 50,085 $18.5M
Global Endowment Management, LP 2.07% Reduce -1.2% 50,073 $18.5M
Chemung Canal Trust Co. 3.75% Reduce -1.7% 50,023 $18.5M
RBF Capital, LLC 0.91% No change 50,000 $18.5M
First Western Trust Bank 0.93% Reduce -3.0% 49,881 $18.5M
Fogel Capital Management, Inc. 8.43% Add +3.2% 49,776 $18.4M
Cardinal Capital Management 2.37% Reduce -0.1% 49,563 $18.3M
Lathrop Investment Management Co. 3.43% Reduce -3.7% 49,530 $18.3M
RKL Wealth Management LLC 1.65% Reduce -5.8% 49,500 $18.3M
Camden National Bank 2.47% Reduce -0.2% 49,416 $18.3M
Bulltick Wealth Management, LLC 4.03% Add +91.1% 49,303 $18.3M
Hoffman, Alan N Investment Management 12.03% Reduce -5.6% 49,289 $18.2M
Boyd Watterson Asset Management LLC 5.62% Reduce -1.7% 49,287 $18.2M
Ascent Wealth Partners, LLC 2.12% Add +2.9% 49,250 $18.2M
Miller Wealth Advisors, LLC 7.01% Add +1.2% 49,195 $18.2M
FAS Wealth Partners, Inc. 1.13% Add +3.1% 49,116 $18.2M
Texas Yale Capital Corp. 0.52% Add +3.5% 49,089 $18.2M
Beverly Hills Private Wealth, LLC 3.07% Add +8.4% 49,024 $18.1M
Institute for Wealth Management, LLC. 1.95% Add +3.1% 48,978 $18.1M
Deroy & Devereaux Private Investment Counsel Inc. 0.88% Reduce -0.5% 48,978 $18.1M
Clough Capital Partners L P 1.75% Add +15.8% 48,974 $18.1M
Madrona Financial Services, LLC 3.96% Reduce -16.8% 48,912 $18.1M
Armistice Capital, LLC 0.60% Reduce -58.7% 48,860 $18.1M
Westbourne Investment Advisors, Inc. 5.27% Add +0.8% 48,842 $18.1M
Montaka Global Pty Ltd 10.80% Reduce -10.7% 48,831 $18.1M
McGuire Investment Group, LLC 2.04% Add +0.5% 48,704 $18.0M
11 Capital Partners LP 5.83% Add +7.4% 48,633 $18.0M
Decatur Capital Management, Inc. 8.22% Reduce -1.8% 48,548 $18.0M
Nilsine Partners, LLC 1.40% Add +2.3% 42,218 $17.9M
Silverlake Wealth Management LLC 3.78% Reduce -1.2% 48,345 $17.9M
Vega Investment Solutions 4.27% Add +6.1% 48,288 $17.9M
My Personal CFO, LLC 7.82% Add +4.1% 48,223 $17.9M
Villere St Denis J & Co. LLC 2.02% Reduce -3.2% 48,182 $17.8M
Leuthold Group, LLC 1.90% Reduce -5.0% 48,171 $17.8M
Monarch Capital Management Inc. 4.35% Reduce -0.4% 48,033 $17.8M
Schaper Benz & Wise Investment Counsel Inc. 1.36% Add +4.1% 47,978 $17.8M
Arete Wealth Advisors, LLC 1.33% Reduce -8.3% 47,897 $17.7M
1834 Investment Advisors Co. 2.21% Reduce -1.9% 47,908 $17.7M
Cordatus Wealth Management LLC 4.22% Add +0.5% 47,907 $17.7M
Strategic Blueprint, LLC 1.03% Add +3.3% 47,889 $17.7M
Forum Financial Management, LP 0.25% Reduce -48.5% 47,850 $17.7M
Bison Wealth, LLC 1.72% Add +1.3% 43,711 $17.7M
Hanson & Doremus Investment Management 2.03% Add +5.9% 47,695 $17.7M
Natural Investments, LLC 4.35% Add +1.3% 47,681 $17.6M
Rench Wealth Management, Inc. 5.31% Add +0.4% 47,674 $17.6M
HCR Wealth Advisors 1.83% Reduce -0.4% 47,667 $17.6M
Sax Wealth Advisors, LLC 0.85% Reduce -4.1% 36,469 $17.6M
Resonant Capital Advisors, LLC 0.93% Add +3.0% 47,631 $17.6M
M. Kulyk & Associates, LLC 3.29% Add +5.7% 47,599 $17.6M
Oakworth Capital, Inc. 0.93% Add +1.8% 47,596 $17.6M
Weik Capital Management 6.99% Reduce -1.2% 47,473 $17.6M
Entropy Technologies, LP 0.81% New 47,402 $17.5M
Isthmus Partners, LLC 1.84% Add +1.4% 47,391 $17.5M
PCM Encore, LLC 3.61% Add +9.0% 47,354 $17.5M
Kemnay Advisory Services Inc. 2.82% Add +26.6% 47,345 $17.5M
Hound Partners, LLC 2.21% Add +37.6% 47,267 $17.5M
Allen Mooney & Barnes Investment Advisors LLC 2.51% Add +1.2% 47,180 $17.5M
Udine Wealth Management, Inc. 8.53% Add +10.9% 47,154 $17.5M
Cardinal Point Capital Management ULC 1.07% Add +65.3% 47,128 $17.4M
KCM Capital Inc 3.25% No change 47,000 $17.4M
Claar Advisors LLC 5.89% Add +0.0% 46,966 $17.4M
Rosenblum Silverman Sutton S F Inc. 4.55% Reduce -0.5% 46,918 $17.4M
Naviter Wealth, LLC 2.17% Add +2.5% 46,867 $17.3M
Two Point Capital Management, Inc. 7.57% Reduce -1.0% 46,846 $17.3M
Keebeck Wealth Management 1.95% Add +5.1% 46,839 $17.3M
Annandale Capital, LLC 2.85% Add +50.1% 46,837 $17.3M
Capital Investment Counsel, Inc 2.12% Reduce -5.7% 46,732 $17.3M
Basecamp Wealth Advisors LLC 3.57% Reduce -3.7% 46,665 $17.3M
Woodbridge Co Ltd 0.06% No change 46,592 $17.2M
Patton Albertson Miller Group, LLC 2.05% Add +13.4% 46,587 $17.2M
Grafton Street Partners Management Company, LLC 10.30% No change 46,568 $17.2M
Maven Securities LTD 1.01% Add +7.5% 46,523 $17.2M
Kintra Wealth, LLC 1.22% Add +244.7% 46,443 $17.2M
Artemis Investment Management LLP 0.18% Reduce -89.0% 46,396 $17.2M
Asset Planning Services Inc. /La/ 7.51% Add +0.1% 46,293 $17.1M
Harvey Capital Management Inc. 3.90% Add +0.9% 46,287 $17.1M
Wayfinding Financial, LLC 7.44% Reduce -3.5% 46,279 $17.1M
Aspire Capital Advisors LLC 3.85% Reduce -1.3% 46,207 $17.1M
Private Wealth Asset Management, LLC 1.83% Reduce -1.1% 46,118 $17.1M
Stokes Family Office, LLC 1.76% Reduce -30.5% 46,059 $17.0M
Maxi Investments CY Ltd 3.72% Reduce -50.3% 45,980 $17.0M
PFC Capital Group, Inc. 7.50% Add +0.0% 45,955 $17.0M
Sone Capital Management, LLC 1.43% Add +47.7% 45,920 $17.0M
Inspire Trust Co, N.A. 2.62% Add +34.2% 45,825 $17.0M
Lighthouse Investment Partners, LLC 0.64% Reduce -25.6% 45,772 $16.9M
Conning Inc. 0.59% Reduce -6.6% 45,767 $16.9M
North Point Portfolio Managers Corp. 3.02% Reduce -2.7% 45,737 $16.9M
Buck Wealth Strategies, LLC 2.09% Add +21.8% 45,731 $16.9M
Legacy Wealth Management, LLC / MS 4.82% Reduce -12.4% 45,684 $16.9M
Renaissance Investment Group LLC 3.63% Reduce -0.5% 45,663 $16.9M
Inman Jager Wealth Management, LLC 9.87% Add +0.5% 45,645 $16.9M
Financial Insights, Inc. 5.47% Reduce -5.2% 45,626 $16.9M
Capital Planning Advisors, LLC 2.44% Reduce -1.8% 45,570 $16.9M
R.H. Dinel Investment Counsel, Inc. 13.64% Reduce -0.7% 45,565 $16.9M
QVT Financial LP 1.35% Add +1980.4% 45,539 $16.9M
Skyline Advisors, Inc. 5.88% Reduce -0.8% 45,538 $16.9M
Orbis Allan Gray Ltd 0.07% Add +0.9% 45,512 $16.8M
Scott & Selber, Inc. 4.35% Reduce -0.1% 45,511 $16.8M
Legacy Trust 3.22% Add +2.4% 45,423 $16.8M
Central Pacific Bank - Trust Division 2.23% Reduce -11.1% 45,386 $16.8M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 5.64% Reduce -44.4% 45,340 $16.8M
Symphony Financial, Ltd. Co. 2.22% Add +5.7% 45,978 $16.8M
Capital City Trust Co. 3.83% Add +0.1% 45,259 $16.8M
Moss Adams Wealth Advisors LLC 1.22% Reduce -0.9% 45,171 $16.7M
Noked Israel Ltd 2.47% Reduce -76.8% 45,150 $16.7M
Biondo Investment Advisors, LLC 2.14% Add +1.1% 45,113 $16.7M
Bell Bank 0.71% Add +12.6% 45,100 $16.7M
WINTON GROUP Ltd 0.59% Add +30.0% 45,094 $16.7M
Asio Capital, LLC 2.33% Add +16.5% 44,877 $16.6M
Richard C. Young & CO., LTD. 1.38% Add +8.4% 44,841 $16.6M
TigerOak Management, L.L.C. 5.23% Add +1.4% 44,837 $16.6M
Sivia Capital Partners, LLC 3.21% Add +73.4% 44,667 $16.5M
Positano Wealth Management Ltd 12.22% Add +122.4% 44,601 $16.5M
GPM Growth Investors, Inc. 6.94% Add +0.1% 44,561 $16.5M
Stokes Capital Advisors, LLC 3.70% Add +12.4% 44,535 $16.5M
Trek Financial, LLC 0.88% Add +4.6% 44,528 $16.5M
Cozad Asset Management Inc. 1.29% Reduce -1.5% 44,509 $16.5M
Financial Partners Group, Inc 1.97% Add +0.9% 44,504 $16.5M
HS Management Partners, LLC 5.76% Reduce -18.2% 44,446 $16.5M
MCF Advisors LLC 0.72% Add +19.7% 44,296 $16.4M
AssuredPartners Investment Advisors, LLC 1.79% Add +58.6% 43,919 $16.4M
Fairtree Asset Management (Pty) Ltd 7.52% Add +57.7% 44,221 $16.4M
Inscription Capital, LLC 1.72% Reduce -11.0% 44,181 $16.4M
Mayflower Financial Advisors, LLC 1.99% Add +0.3% 44,152 $16.3M
Bluegrass Capital Partners LP 11.74% Reduce -8.3% 44,000 $16.3M
Tanager Wealth Management LLP 1.57% Add +73.2% 43,969 $16.3M
Banque de Luxembourg S.A. 8.41% Add +2.9% 43,920 $16.3M
D L Carlson Investment Group Inc. 2.79% Reduce -12.6% 43,847 $16.2M
Nicollet Investment Management, Inc. 5.55% Reduce -2.4% 43,762 $16.2M
Pragma Gestao DE Patrimonio Ltd. 8.56% Reduce -35.6% 43,750 $16.2M
Cadinha & Co. LLC 3.02% Reduce -40.9% 43,745 $16.2M
Aviance Capital Partners, LLC 1.90% Add +6.7% 43,722 $16.2M
ADAPT Investment Managers SA 5.49% Reduce -62.0% 43,670 $16.2M
Accent Capital Management, LLC 7.84% Reduce -3.1% 43,670 $16.2M
Community Bank & Trust, Waco, Texas 3.20% Add +0.1% 43,636 $16.2M
Fox Hill Wealth Management 7.76% Add +3.5% 43,588 $16.1M
Yelin Lapidot Holdings Management Ltd. 3.36% Reduce -2.8% 43,563 $16.1M
Diversify Advisory Services, LLC 2.47% Reduce -64.8% 37,963 $16.1M
LSV Asset Management 0.03% Add +0.5% 43,522 $16.1M
Kathmere Capital Management, LLC 1.00% Add +8.6% 43,483 $16.1M
Stonebridge Capital Management Inc. 7.32% — 43,465 $16.1M
Trivium Point Advisory, LLC 2.90% Reduce -34.6% 43,415 $16.1M
Trustmark Bank Trust Department 1.03% Add +1.0% 43,388 $16.1M
Northstar Asset Management Inc. 4.92% Reduce -1.6% 43,283 $16.0M
Clear Trail Advisors, LLC 2.66% Add +8.4% 43,236 $16.0M
Jacobson & Schmitt Advisors, LLC 2.90% Add +11.4% 43,219 $16.0M
111 Capital 3.93% Reduce -1.5% 43,093 $16.0M
Mitchell McLeod Pugh & Williams Inc. 2.35% Add +1.7% 43,050 $15.9M
Core Alternative Capital 4.70% Reduce -4.0% 43,021 $15.9M
Punch & Associates Investment Management, Inc. 0.93% Add +16.5% 43,004 $15.9M
Advisor OS, LLC 1.15% Reduce -0.5% 42,970 $15.9M
Hendley & Co. Inc. 5.88% Reduce -3.8% 42,901 $15.9M
Stamos Capital Partners, L.P. 2.48% Add +92.5% 42,855 $15.9M
Little House Capital LLC 4.09% Add +4.1% 42,803 $15.8M
Patten Group, Inc. 2.75% Add +2.5% 42,792 $15.8M
Advisory Research Inc. 1.94% Add +2.4% 42,737 $15.8M
Lake Street Private Wealth, LLC 2.02% Reduce -1.8% 42,698 $15.8M
Lincoln Capital Corp. 5.81% Reduce -9.8% 42,665 $15.8M
Duncker Streett & Co. Inc. 3.00% Reduce -8.7% 42,659 $15.8M
Waterloo Capital, L.P. 1.11% Reduce -6.8% 42,638 $15.8M
Quantum Private Wealth, LLC 4.88% Reduce -0.3% 42,635 $15.8M
Lincoln Capital LLC 2.99% Reduce -0.0% 42,644 $15.8M
Platform Technology Partners 3.04% Add +10.1% 42,594 $15.8M
Brown Miller Wealth Management, LLC 4.48% Add +4.0% 42,576 $15.8M
Headinvest, LLC 3.23% Reduce -4.8% 42,559 $15.8M
Live Oak Private Wealth LLC 2.19% Add +3.9% 42,518 $15.7M
Strait & Sound Wealth Management LLC 5.99% Add +16.1% 42,401 $15.7M
Royal Fund Management, LLC 1.50% Add +12.0% 42,300 $15.7M
CRA Financial Services, LLC 2.04% Add +2.7% 42,382 $15.7M
Physicians Financial Services, Inc. 4.29% Add +2.6% 42,366 $15.7M
Hilltop Holdings Inc. 1.42% Reduce -66.4% 42,330 $15.7M
Strategic Global Advisors, LLC 2.50% Reduce -2.5% 42,290 $15.7M
Aspiriant, LLC 0.45% Reduce -12.1% 42,289 $15.7M
Capital & Planning, LLC 9.50% Add +579.3% 42,288 $15.7M
Capital Investment Advisory Services, LLC 1.14% Add +17.4% 42,274 $15.6M
Portside Wealth Group, LLC 2.12% Reduce -9.1% 42,224 $15.6M
Jackson Hole Capital Partners, LLC 2.59% Add +3.7% 42,188 $15.6M
Columbia Bank 4.45% Add +1.6% 42,122 $15.6M
SeaBridge Investment Advisors LLC 2.64% Add +11.1% 42,095 $15.6M
Virtu Financial LLC 0.65% New 42,065 $15.6M
Analyst IMS Investment Management Services Ltd. 0.47% Reduce -22.1% 42,006 $15.5M
Lynwood Price Capital Management LP 8.35% Reduce -20.0% 42,000 $15.5M
First Interstate Bank 0.87% Add +0.9% 41,954 $15.5M
CFO4Life Group, LLC 2.37% Reduce -8.1% 41,932 $15.5M
NFSG Corp 2.55% Add +15.2% 41,874 $15.5M
Stelac Advisory Services LLC 3.14% Add +117.3% 41,897 $15.5M
Tradition Wealth Management, LLC 1.10% Add +1.4% 41,767 $15.5M
Leo Wealth, LLC 1.12% Add +3.5% 41,752 $15.5M
Kavar Capital Partners Group, LLC 1.94% Add +1.2% 41,744 $15.5M
Destiny Wealth Partners, LLC 1.69% Add +11.8% 41,681 $15.4M
Investidor Profissional Gestao de Recursos Ltda. 9.91% Add +68.8% 41,681 $15.4M
Strategic Investment Advisors / MI 1.06% Add +27.0% 41,426 $15.3M
Boyar Asset Management Inc. 8.73% Add +1.7% 41,435 $15.3M
Siren, L.L.C. 0.42% Add +175.9% 41,380 $15.3M
TrueWealth Financial Partners 6.10% Add +9027.1% 41,346 $15.3M
Mattern Capital Management, LLC 1.83% Add +16.1% 41,344 $15.3M
Accurate Wealth Management, LLC 1.84% Add +10.9% 41,242 $15.3M
Acropolis Investment Management, LLC 0.68% Reduce -2.1% 41,294 $15.3M
Whitener Capital Management, Inc. 3.49% Add +0.5% 41,279 $15.3M
Allred Capital Management, LLC 5.56% Reduce -0.8% 41,257 $15.3M
Accredited Investors Inc. 0.82% Reduce -0.6% 41,240 $15.3M
J.P. Marvel Investment Advisors, LLC 2.16% Reduce -1.1% 41,232 $15.3M
Concord Wealth Partners 1.98% Add +1.3% 41,219 $15.3M
Tema ETFs LLC 1.02% Add +2.5% 41,096 $15.2M
Fortis Capital Advisors, LLC 1.99% Add +32.9% 41,057 $15.2M
Hall Capital Management Co. Inc. 5.43% Add +0.6% 37,235 $15.2M
Montecito Bank & Trust 2.50% Reduce -3.9% 40,985 $15.2M
L2 Asset Management, LLC 1.44% Add +7.5% 40,974 $15.2M
Guardian Wealth Advisors, LLC / NC 0.96% Reduce -1.9% 40,944 $15.2M
Rodgers Brothers Inc. 1.75% Add +4.8% 40,892 $15.1M
CVFG LLC 1.88% Add +483.7% 40,843 $15.1M
Winthrop Advisory Group LLC 1.24% Add +2.9% 40,837 $15.1M
Fullerton Fund Management Co Ltd. 1.21% Reduce -74.4% 40,828 $15.1M
Kelleher Financial Advisors 3.86% Add +1.4% 38,519 $15.1M
R.m.sincerbeaux Capital Management LLC 8.81% Add +0.9% 40,810 $15.1M
one8zero8, LLC 3.36% Add +0.1% 40,781 $15.1M
Dynasty Wealth Management, LLC 0.13% Reduce -13.2% 40,765 $15.1M
Morse Asset Management, Inc 3.16% Reduce -1.6% 40,763 $15.1M
Nvwm, LLC 3.35% Add +2.9% 40,708 $15.1M
Bearing Point Capital, LLC 2.36% Add +6.3% 40,704 $15.1M
Scholtz & Company, LLC 7.71% Reduce -10.5% 40,661 $15.1M
WBH Advisory Inc. 1.12% Reduce -0.6% 40,632 $15.0M
Holowesko Partners Ltd. 4.20% New 40,500 $15.0M
Valley National Advisers Inc. 1.94% Add +1.9% 40,466 $15.0M
City of London Investment Management Co. Ltd. 1.09% Reduce -9.8% 40,456 $15.0M
Tradewinds, LLC. 4.82% Reduce -6.2% 36,127 $15.0M
Simon Quick Advisors, LLC 0.68% Reduce -9.1% 40,439 $15.0M
44 Wealth Management LLC 5.23% Add +4.1% 40,419 $15.0M
Roberts Glore & Co. Inc. 4.11% Add +4.6% 40,408 $15.0M
Churchill Financial Advisors, LLC 3.14% Add +70.2% 40,370 $14.9M
Shepherd Financial Partners LLC 1.42% Add +4.0% 40,366 $14.9M
Incline Global Management LLC 5.86% Add +126.4% 40,333 $14.9M
Intellus Advisors LLC 2.04% Add +2.2% 40,329 $14.9M
Gibraltar Capital Management, Inc. 2.57% Add +6.3% 40,313 $14.9M
Broadwater Capital Management LLC 11.15% No change 30,844 $14.9M
Global Wealth Management Investment Advisory, Inc. 2.33% Add +24.0% 40,263 $14.9M
Searle & Co. 3.78% No change 40,258 $14.9M
Winch Advisory Services, LLC 3.40% Add +0.9% 40,254 $14.9M
Evelyn Partners Asset Management Ltd 3.67% Add +6.8% 40,254 $14.9M
Iowa State Bank 2.74% Add +0.4% 40,250 $14.9M
TFR Capital, LLC. 4.57% Add +10.0% 40,210 $14.9M
McCollum Christoferson Group LLC 4.47% Add +88.6% 84,527 $14.9M
Bill Few Associates, Inc. 3.57% Add +3.3% 40,191 $14.9M
Brady Family Wealth, LLC 4.63% Add +2.7% 40,148 $14.9M
Westover Capital Advisors, LLC 2.73% Add +1.3% 40,138 $14.9M
McKinley Carter Wealth Services, Inc. 0.86% Reduce -7.5% 40,121 $14.9M
Timber Creek Capital Management LLC 3.60% Add +0.0% 40,116 $14.8M
Berger Financial Group, Inc 0.83% Reduce -0.1% 40,059 $14.8M
Davidson Trust Co. 6.39% Reduce -6.8% 40,046 $14.8M
MYDA Advisors LLC 3.51% Reduce -20.0% 40,000 $14.8M
Brave Asset Management Inc. 3.52% Add +1.9% 39,973 $14.8M
Keel Point, LLC 0.99% Reduce -30.4% 39,970 $14.8M
Baugh & Associates, LLC 6.36% Add +1.3% 39,773 $14.7M
Costello Asset Management, INC 5.08% Add +0.0% 39,725 $14.7M
Heartland Bank & Trust Co 3.32% Add +38.9% 39,675 $14.7M
Ashton Thomas Securities, LLC 1.84% Add +28.5% 39,599 $14.7M
Apollon Financial, LLC 2.03% Reduce -0.2% 39,555 $14.6M
Spinnaker Investment Group, LLC 2.98% Reduce -29.2% 39,545 $14.6M
Adalta Capital Management LLC 6.99% Reduce -12.7% 39,474 $14.6M
Kentucky Farm Bureau Mutual Insurance Co 4.43% Add +31.4% 39,435 $14.6M
Harold Davidson & Associates Inc. 7.08% Reduce -3.1% 39,362 $14.6M
Harrell Investment Partners, LLC 3.47% Reduce -0.1% 39,254 $14.5M
Wealth Alliance, LLC 1.43% Reduce -7.4% 39,122 $14.5M
WESPAC Advisors SoCal, LLC 3.08% Add +1.8% 39,101 $14.5M
Manchester Capital Management LLC 2.08% Reduce -0.8% 39,014 $14.4M
Oxford Financial Group, LTD. LLC 0.78% Add +4.5% 38,887 $14.4M
Nutshell Asset Management Ltd 7.88% Add +39.7% 38,868 $14.4M
VectorGlobal IAG, Inc. 3.73% — 38,832 $14.4M
Torque Asset Management LLC 5.65% Reduce -20.1% 38,798 $14.4M
Kapitalo Investimentos Ltda 2.70% Reduce -45.7% 38,750 $14.3M
Grandview Asset Management LLC 4.20% Reduce -4.8% 38,724 $14.3M
True North Advisors, LLC 1.63% Add +5.8% 38,683 $14.3M
Jupiter Wealth Management LLC 5.65% Reduce -5.3% 35,283 $14.3M
MSA Advisors, LLC 4.30% Add +7.0% 38,620 $14.3M
Morton Capital Management LLC 2.13% Add +0.9% 38,611 $14.3M
Somerville Kurt F 3.77% Reduce -35.7% 38,609 $14.3M
Codex Capital Asset Management L.L.C. 5.52% No change 38,600 $14.3M
Wills Financial Group LLC 5.38% Reduce -0.6% 35,261 $14.3M
Sandbox Financial Partners, LLC 4.02% Reduce -3.3% 38,595 $14.3M
Cooper Creek Partners Management LLC 0.69% Add +11.9% 38,561 $14.3M
Diversified Enterprises, LLC 0.78% Add +5.4% 38,547 $14.3M
Fischer Financial Services, Inc. 4.80% Add +3.3% 38,539 $14.3M
Bradyco, Inc. 11.05% Add +48.5% 38,531 $14.3M
Harbor Island Capital LLC 5.30% No change 38,524 $14.3M
Bonness Enterprises Inc. 5.22% Reduce -0.1% 38,490 $14.2M
United Advisor Group, LLC 1.76% Add +17.6% 38,434 $14.2M
Wellspring Financial Advisors, LLC 1.07% Reduce -49.7% 514,379 $14.2M
1248 Management, LLC 6.59% Add +94.0% 38,382 $14.2M
Strong Tower Advisory Services 2.67% Add +4.8% 38,363 $14.2M
Inlet Private Wealth, LLC 3.62% Reduce -2.3% 38,285 $14.2M
Quent Capital, LLC 1.00% Reduce -11.3% 38,271 $14.2M
Sage Capital Advisors,llc 3.27% Reduce -9.1% 38,107 $14.1M
Marks Group Wealth Management, Inc 1.36% Reduce -3.8% 38,065 $14.1M
Puzo Michael J 4.10% Add +2.4% 38,022 $14.1M
Romano Brothers and Company 1.60% Reduce -5.0% 38,001 $14.1M
Westmount Partners, LLC 3.46% Add +6.2% 37,984 $14.1M
Texas Bank & Trust Co 5.27% Add +0.3% 37,877 $14.0M
Mission Creek Capital Partners, Inc. 2.79% Add +35.3% 37,847 $14.0M
Paragon Capital Management LLC 6.92% Add +1.5% 37,773 $14.0M
JCIC Asset Management Inc. 4.27% Reduce -0.2% 37,703 $14.0M
Walter Public Investments Inc. 3.33% Reduce -45.6% 37,656 $13.9M
Infusive Asset Management Inc. 6.74% Add +277.5% 37,608 $13.9M
Acumen Wealth Advisors, LLC 3.74% Add +12.6% 37,543 $13.9M
Oasis Advisors, LLC 2.73% Add +1623.1% 37,512 $13.9M
IPG Investment Advisors LLC 2.38% Reduce -12.8% 37,480 $13.9M
Allegiance Financial Group Advisory Services LLC 2.75% Reduce -4.4% 37,368 $13.8M
Paragon Private Wealth Management, LLC 4.31% Add +0.6% 37,236 $13.8M
Klingman & Associates, LLC 0.67% Add +3.9% 37,161 $13.8M
J.Safra Asset Management Corp 0.74% Reduce -0.3% 37,157 $13.8M
Marble Wealth, LLC 2.41% Reduce -18.6% 37,148 $13.8M
Edgestream Partners, L.P. 0.45% Reduce -17.1% 37,128 $13.7M
FWL Investment Management, LLC 3.01% Reduce -0.9% 37,022 $13.7M
Impact Capital Partners LLC 4.14% Reduce -9.3% 37,003 $13.7M
Convergence Financial, LLC 1.45% Add +119.8% 36,940 $13.7M
Lawson Kroeker Investment Management Inc. 4.00% Add +8.6% 36,982 $13.7M
Earned Wealth Advisors, LLC 0.91% Add +16.2% 36,956 $13.7M
Benedict Financial Advisors Inc. 2.85% Add +6.9% 36,954 $13.7M
Boston Research & Management Inc. 3.24% Reduce -5.9% 36,860 $13.6M
LVW Advisors, LLC 1.33% Reduce -2.6% 36,854 $13.6M
Lafayette Investments, Inc. 2.76% Add +0.6% 36,807 $13.6M
Ravenstone Capital Management Inc. 6.80% Add +4.7% 36,773 $13.6M
Central Bank & Trust Co. 2.13% Add +4.0% 36,702 $13.6M
Nellore Capital Management LLC 1.74% Reduce -61.6% 36,700 $13.6M
Hennion & Walsh Asset Management, Inc. 0.46% Add +1.1% 36,656 $13.6M
Investment Advisory Services Inc. /TX 4.31% Reduce -2.0% 36,642 $13.6M
Herold Advisors, Inc. 2.98% Add +0.9% 36,636 $13.6M
Beacon Bank & Trust 2.78% Reduce -3.9% 36,605 $13.6M
Snider Financial Group 4.09% Add +0.7% 36,597 $13.5M
McDonald Partners LLC 3.19% Add +23.0% 36,594 $13.5M
Stansberry Asset Management, LLC 1.42% Reduce -28.4% 36,566 $13.5M
Evexia Wealth LLC 3.72% Add +22.4% 35,214 $13.5M
Citizens National Bank Trust Department 2.25% Add +0.1% 36,565 $13.5M
Trust Point Inc. 1.18% Reduce -4.5% 36,559 $13.5M
L & S Advisors Inc 1.70% Reduce -15.8% 36,499 $13.5M
Tranquility Partners, LLC 5.09% Add +2.1% 36,481 $13.5M
Pinnacle Wealth Planning Services, Inc. 1.39% Reduce -5.6% 36,471 $13.5M
Pegasus Asset Management, Inc. 4.31% Add +0.2% 36,414 $13.5M
VeraBank, N.A. 2.46% Add +1.0% 36,357 $13.5M
Aljian Capital Management, LLC 2.76% Add +0.7% 36,302 $13.4M
Walter & Keenan Wealth Management LLC /in/ 3.78% Reduce -5.0% 36,251 $13.4M
Delta Financial Advisors LLC 3.49% Reduce -0.4% 36,187 $13.4M
CV Advisors LLC 3.65% Add +0.9% 36,130 $13.4M
Old Second National Bank of Aurora 2.76% Add +0.4% 36,076 $13.4M
Ketron Financial 4.78% Reduce -5.5% 36,050 $13.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.76% Add +3.0% 36,037 $13.3M
Miller Investment Management, LP 1.32% Add +3.6% 36,022 $13.3M
Brentview Investment Management LLC 5.76% Add +4.1% 36,012 $13.3M
LMG Wealth Partners, LLC 2.43% Add +8.2% 35,954 $13.3M
Aries Wealth Management 2.92% Add +0.5% 35,827 $13.3M
Kesler, Norman & Wride, LLC 2.28% Add +0.7% 35,800 $13.3M
Arrow Financial Corp 1.33% Add +4.1% 35,720 $13.2M
Burke & Herbert Bank & Trust Co. 3.65% Add +1.4% 35,663 $13.2M
TLW Wealth Management, LLC 7.73% Add +3.5% 35,655 $13.2M
Triad Wealth Partners, LLC 1.04% Add +16.1% 35,599 $13.2M
Zullo Investment Group, Inc. 5.00% Add +7.8% 35,559 $13.2M
Hudson Value Partners, LLC 3.92% Add +11.7% 35,487 $13.1M
Optas, LLC 1.99% Reduce -0.8% 35,440 $13.1M
Capital Investment Counsel, LLC 1.79% Reduce -0.5% 35,361 $13.1M
Clear Creek Financial Management, LLC 1.00% Add +14.9% 35,329 $13.1M
Mirador Capital Partners LP 1.84% Add +2.9% 35,166 $13.0M
DLK Investment Management, LLC 5.14% Add +0.6% 35,154 $13.0M
Legacy Financial Advisors, Inc. 1.82% Reduce -0.2% 35,072 $13.0M
Connable Office Inc. 1.28% Add +0.5% 35,069 $13.0M
Root Financial Partners, LLC 0.60% Add +13.7% 35,006 $13.0M
Kidder Stephen W 3.81% Add +2.6% 35,005 $13.0M
Think Investments LP 1.75% New 35,000 $13.0M
Okabena Investment Services Inc. 2.49% Reduce -2.2% 34,908 $12.9M
Lorne Steinberg Wealth Management Inc. 3.06% Add +24.2% 34,860 $12.9M
Dover Advisors, LLC 5.33% Reduce -6.1% 34,837 $12.9M
Grove Bank & Trust 1.46% Reduce -2.0% 34,834 $12.9M
Southeast Asset Advisors, LLC 1.41% Add +2.9% 34,806 $12.9M
Louisbourg Investments Inc. 2.43% Add +28.8% 42,820 $12.8M
Sound Income Strategies, LLC 0.62% Add +9.2% 34,747 $12.8M
Wright Investors Service Inc. 4.04% Add +3.8% 34,648 $12.8M
Birinyi Associates Inc. 3.49% Add +2.9% 34,633 $12.8M
VCI Wealth Management LLC 3.55% Reduce -5.6% 34,632 $12.8M
Personal Cfo Solutions, LLC 1.80% Reduce -2.9% 34,622 $12.8M
Menlo Advisors LLC 5.73% No change 26,387 $12.8M
WealthShield Partners, LLC 1.42% Add +8.0% 34,440 $12.7M
Affinity Wealth Management LLC 1.93% Add +0.6% 34,420 $12.7M
Tyche Wealth Partners LLC 1.96% Reduce -2.3% 34,417 $12.7M
Investor's Fiduciary Advisor Network, LLC 3.90% Reduce -3.5% 34,394 $12.7M
Abbot Financial Management, Inc. 5.41% Add +2.6% 34,370 $12.7M
Wealthedge Investment Advisors, LLC 4.67% Add +65.1% 34,361 $12.7M
Osprey Private Wealth LLC 3.68% Add +11.7% 34,352 $12.7M
KPP Advisory Services LLC 1.84% Reduce -1.1% 34,289 $12.7M
Founders Financial Alliance, LLC 2.29% Add +0.4% 34,276 $12.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.55% Reduce -15.6% 34,273 $12.7M
Stonebridge Financial Group, LLC 1.04% Add +11.4% 34,264 $12.7M
Biltmore Family Office, LLC 1.77% Add +2.9% 34,258 $12.7M
Argonautica Private Wealth Management, Inc. 3.84% Reduce -1.3% 34,242 $12.7M
ZEGA Investments, LLC 2.40% Reduce -8.0% 34,213 $12.7M
Somerset Trust Co 3.88% Add +3.0% 34,173 $12.6M
Quotient Wealth Partners, LLC 0.33% Add +0.5% 34,134 $12.6M
SOA Wealth Advisors, LLC. 2.38% Reduce -1.9% 76,777 $12.6M
Legacy Edge Advisors, LLC 1.33% Add +1.7% 34,064 $12.6M
Qsemble Capital Management, LP 0.96% Add +38.4% 34,030 $12.6M
Saraza Management, LP 5.28% Reduce -24.0% 34,025 $12.6M
Perennial Investment Advisors, LLC 1.00% Reduce -0.5% 33,999 $12.6M
Plancorp, LLC 0.36% Reduce -3.1% 33,932 $12.6M
First Bank & Trust 2.03% Reduce -1.7% 33,982 $12.6M
K.J. Harrison & Partners Inc 2.07% Reduce -36.0% 33,971 $12.6M
Raub Brock Capital Management LP 3.18% Add +18.6% 33,958 $12.6M
Roberts Wealth Advisors, LLC 3.19% Add +2.1% 33,916 $12.6M
Sustainable Insight Capital Management, LLC 4.21% Add +15.5% 33,897 $12.5M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5.17% Add +8.6% 33,825 $12.5M
Argentarii, LLC 4.38% Reduce -4.6% 33,811 $12.5M
Channel Wealth LLC 3.03% Add +16.6% 33,753 $12.5M
Harbour Investment Management LLC 6.78% Reduce -18.9% 33,736 $12.5M
Town & Country Bank & Trust CO dba First Bankers Trust CO 4.22% Add +16.5% 33,728 $12.5M
Bedel Financial Consulting, Inc. 1.43% Add +0.2% 33,704 $12.5M
Laurel Oak Wealth Management, LLC 2.09% Add +4.6% 33,676 $12.5M
Lummis Asset Management, LP 7.44% Reduce -2.8% 31,890 $12.5M
Chatham Capital Group, Inc. 1.81% Reduce -1.1% 33,633 $12.4M
S.E.E.D. Planning Group LLC 3.60% Add +26.4% 33,499 $12.4M
Group One Trading LLC 0.41% New 33,487 $12.4M
Founders Financial Securities LLC 0.70% Reduce -10.5% 33,225 $12.4M
Delaney Dennis R 4.39% Add +49.2% 33,483 $12.4M
Portland Global Advisors LLC 1.32% Reduce -3.2% 33,438 $12.4M
Financial Perspectives, Inc 3.45% Add +0.6% 33,429 $12.4M
Cornerstone Advisory, LLC 1.17% Add +4.1% 33,421 $12.4M
Citizens Business Bank 2.03% Reduce -2.3% 33,410 $12.4M
BankPlus Trust Department 3.30% Reduce -3.5% 33,328 $12.3M
DCM Advisors, LLC 5.59% Reduce -2.9% 33,314 $12.3M
Once Capital Management, LLC 3.29% No change 33,200 $12.3M
Telos Capital Management, Inc. 1.17% Add +10.6% 33,120 $12.3M
Ervin Investment Management, LLC 7.18% Add +0.2% 33,120 $12.3M
Ar Asset Management Inc. 2.39% Add +35.6% 33,098 $12.3M
Raab & Moskowitz Asset Management LLC 2.73% Add +0.5% 33,072 $12.2M
FCG Investment Co 5.36% — 33,011 $12.2M
Baldwin Investment Management, LLC 1.43% Add +1.7% 32,974 $12.2M
Monimus Capital Management, LP 3.38% Add +198.1% 32,966 $12.2M
Muhlenkamp & Co. Inc. 3.21% Reduce -0.2% 32,937 $12.2M
Resurgent Financial Advisors LLC 4.45% Add +62.2% 32,877 $12.2M
Builder Investment Group Inc. 2.64% Reduce -0.1% 32,824 $12.2M
Roman Butler Fullerton & Co. 3.34% Add +1.0% 32,412 $12.1M
CoreCap Advisors, LLC 0.41% Reduce -1.8% 32,747 $12.1M
Proficio Capital Partners LLC 0.65% Add +0.5% 32,691 $12.1M
Harbour Capital Advisors, LLC 2.30% Reduce -0.8% 27,935 $12.1M
Sloy Dahl & Holst, LLC 1.66% Add +0.5% 32,651 $12.1M
JNBA Financial Advisors 1.01% Add +0.4% 32,620 $12.1M
Boit C F David 5.36% Add +2.5% 32,604 $12.1M
Legacy Advisors, LLC 1.42% Add +2.6% 32,547 $12.0M
Vista Capital Partners, Inc. 1.21% Add +3.7% 32,480 $12.0M
Founders Capital Management 5.87% Add +18.3% 32,471 $12.0M
Knightsbridge Asset Management, LLC 1.63% Add +11.2% 32,466 $12.0M
BNC Wealth Management, LLC 3.33% Reduce -11.1% 32,393 $12.0M
Capricorn Fund Managers Ltd 1.87% Add +12.6% 32,343 $12.0M
Towne Trust Company, N.A 3.84% Reduce -4.8% 32,251 $11.9M
BCS Private Wealth Management, Inc. 3.62% Add +25.2% 32,215 $11.9M
CNB Bank 5.02% Add +2.8% 32,204 $11.9M
Greater Midwest Financial Group, LLC 6.40% Add +16.4% 32,195 $11.9M
Finer Wealth Management, Inc. 6.01% Reduce -0.8% 32,159 $11.9M
Childress Capital Advisors, LLC 2.15% Reduce -10.2% 32,148 $11.9M
Strategic Planning, Inc. 5.97% Add +1733.0% 32,115 $11.9M
Glass Wealth Management Co LLC 4.60% Add +4.3% 32,102 $11.9M
Alpha Family Trust 5.76% Reduce -3.1% 32,070 $11.9M
RDA Financial Network 2.97% Add +3.3% 32,067 $11.9M
Dudley Capital Management, LLC 5.24% Reduce -0.9% 32,063 $11.9M
Allen Capital Group, LLC 1.06% Add +0.5% 31,887 $11.8M
GKV Capital Management Co., Inc. 4.42% Reduce -0.7% 31,859 $11.8M
Round Rock Advisors LLC 1.80% Reduce -0.2% 31,839 $11.8M
Asset Dedication, LLC 0.83% Reduce -13.2% 31,835 $11.8M
Brookwood Investment Group LLC 1.50% Reduce -25.4% 31,831 $11.8M
Lakehouse Capital Pty Ltd 7.94% Add +144.4% 21,773 $11.8M
Focused Alpha, LLC 3.63% Reduce -9.6% 31,741 $11.7M
Chronos Wealth Management, LLC 5.68% Add +1.3% 31,729 $11.7M
CGN Advisors LLC 0.93% Add +3.2% 31,703 $11.7M
TRUE Private Wealth Advisors 1.12% Reduce -1.6% 31,692 $11.7M
Richards, Merrill & Peterson, Inc. 4.30% Add +17.7% 31,681 $11.7M
Birch Capital Management, LLC 6.13% Reduce -0.6% 31,610 $11.7M
KLCM Advisors, Inc. 1.02% Add +22.5% 31,598 $11.7M
Anchyra Partners LLC 3.54% Add +8.1% 31,499 $11.7M
Tiaa Trust, National Association 0.71% Reduce -95.8% 31,471 $11.6M
Alight Capital Management LP 3.38% Reduce -42.9% 31,400 $11.6M
Financial Security Advisor, Inc. 2.13% Add +1.4% 31,385 $11.6M
Atlas Capital Advisors Inc. 1.33% Add +2.4% 31,368 $11.6M
Quadrant Private Wealth Management, LLC 1.80% Add +31.6% 31,367 $11.6M
DGS Capital Management, LLC 1.91% Add +1.5% 31,339 $11.6M
Advyzon Investment Management, LLC 1.04% Add +0.3% 31,332 $11.6M
Carroll Investors, Inc 6.19% Add +0.7% 31,296 $11.6M
OneAscent Financial Services LLC 0.63% Add +67.1% 31,269 $11.6M
Oxler Private Wealth LLC 3.62% Add +0.3% 31,269 $11.6M
McIntyre Freedman & Flynn Investment Advisers Inc. 6.55% Add +3.9% 31,209 $11.6M
Bedell Frazier Investment Counselling, LLC 2.33% Add +3.8% 31,182 $11.5M
Permanens Capital L.P. 1.49% Add +23.5% 31,146 $11.5M
JB Capital LLC 0.46% Add +13.8% 31,076 $11.5M
Kinsale Capital Group, Inc. 1.84% Add +5.5% 31,057 $11.5M
Facet Wealth, Inc. 0.20% Add +37.1% 31,013 $11.5M
World Equity Group, Inc. 2.97% Add +6.1% 31,005 $11.5M
Concord Asset Management, LLC 1.94% Add +1.9% 30,994 $11.5M
Flow Traders U.S. LLC 0.36% New 30,933 $11.4M
Leelyn Smith, LLC 1.60% Add +7.8% 30,916 $11.4M
Seneca House Advisors 4.55% Add +4.4% 30,905 $11.4M
White Pine Capital LLC 3.11% Add +0.8% 30,889 $11.4M
CORDA Investment Management, LLC. 0.79% Add +13.1% 30,876 $11.4M
Rockbridge Asset Management LLC 7.70% Reduce -8.5% 30,849 $11.4M
Buckhead Capital Management LLC 4.30% Reduce -1.8% 30,840 $11.4M
Ignite Planners, LLC 1.76% Add +4.0% 30,822 $11.4M
Am Investment Strategies LLC 2.51% Add +5.2% 30,974 $11.4M
NovaPoint Capital, LLC 2.86% Add +6.5% 30,785 $11.4M
Olde Wealth Management, LLC 3.60% Reduce -1.8% 30,725 $11.4M
Limestone Investment Advisors LP 5.59% Add +384.9% 30,710 $11.4M
Wealth Advisors of Tampa Bay, LLC 3.76% Add +9.8% 30,709 $11.4M
Oarsman Capital, Inc. 1.41% Add +2.5% 30,696 $11.4M
DV Trading LLC 1.03% Add +184.6% 30,662 $11.4M
Old Port Advisors 2.62% Reduce -0.8% 30,630 $11.3M
Tulsa Wealth Advisors, INC 1.99% Reduce -30.3% 30,624 $11.3M
Shikiar Asset Management Inc. 3.63% Reduce -8.0% 30,615 $11.3M
Hartford Financial Management Inc. 2.88% Add +10.3% 30,561 $11.3M
Monument Capital Management 2.83% Reduce -1.5% 30,529 $11.3M
Garrison Point Advisors, LLC 5.15% Reduce -0.6% 30,522 $11.3M
TRB Wealth Management, LLC 1.60% — 30,506 $11.3M
TCI Wealth Advisors, Inc. 0.60% Reduce -7.4% 30,487 $11.3M
Parker Investment Management, LLC 1.71% Reduce -1.6% 30,463 $11.3M
Glassy Mountain Advisors, Inc. 3.50% Add +0.6% 30,433 $11.3M
Castle Rock Wealth Management, LLC 2.44% Add +0.5% 30,130 $11.3M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 5.81% Add +22.9% 30,300 $11.3M
Townsquare Capital LLC 2.54% Add +0.1% 30,394 $11.3M
Sonata Capital Group Inc. 4.14% Reduce -1.5% 30,335 $11.2M
Hollow Brook Wealth Management LLC 2.86% Reduce -1.6% 30,317 $11.2M
PGIM Custom Harvest LLC 0.18% Reduce -6.1% 30,299 $11.2M
Chapin Davis, Inc. 2.50% Reduce -6.6% 30,284 $11.2M
Kensington Investment Counsel, LLC 5.39% Add +1.7% 30,243 $11.2M
American Trust 0.99% Reduce -17.4% 30,235 $11.2M
Brown, Lisle/Cummings, Inc. 2.79% Add +1.5% 30,211 $11.2M
Argos Wealth Advisors, LLC 3.21% Reduce -0.5% 30,193 $11.2M
Drexel Morgan & Co. 1.64% No change 30,129 $11.2M
Harmony Asset Management LLC 3.41% Add +9.2% 30,112 $11.1M
Jessup Wealth Management, Inc 4.06% Add +262.3% 30,046 $11.1M
Chapman Investment Management, LLC 9.17% Add +0.6% 30,028 $11.1M
Stonebrook Private Inc. 2.37% Reduce -2.4% 30,017 $11.1M
Myriad Asset Management Advisors LLC 3.27% Reduce -18.6% 30,011 $11.1M
Next Century Growth Investors LLC 0.81% Reduce -30.6% 30,004 $11.1M
Sphera Management Technology Funds Ltd 6.27% Add +20.0% 30,000 $11.1M
Pine Haven Investment Counsel, Inc 8.16% Add +0.8% 29,988 $11.1M
Intercapital, LLC 6.13% Add +612.0% 29,902 $11.1M
Main Street Financial Solutions, LLC 0.81% Reduce -0.4% 29,828 $11.0M
Drive Wealth Management, LLC 2.33% Add +3.9% 29,817 $11.0M
Berbice Capital Management LLC 7.21% Add +4.3% 29,783 $11.0M
Tounjian Advisory Partners, LLC 3.98% Add +0.1% 29,738 $11.0M
Magnus Financial Group LLC 0.90% Reduce -10.6% 29,703 $11.0M
Bank of New Hampshire 2.51% Reduce -3.1% 29,677 $11.0M
Citizens & Northern Corp. 2.74% Add +4.8% 29,660 $11.0M
JT Stratford LLC 1.40% Add +3.1% 29,587 $11.0M
Carnegie Lake Advisors LLC 4.38% Add +3.6% 29,559 $10.9M
Transamerica Financial Advisors, LLC 0.93% Add +5.1% 29,554 $10.9M
Gibbs Wealth Management 1.44% Add +73.3% 29,554 $10.9M
Beutel, Goodman & Co Ltd. 0.07% Reduce -5.8% 29,552 $10.9M
Quadcap Wealth Management, LLC 1.25% Reduce -2.6% 29,532 $10.9M
Vanguard National Trust Co 0.69% — 29,474 $10.9M
Fremen Capital Management LP 10.10% Add +29.8% 29,463 $10.9M
Northwest Bancshares, Inc. 2.17% Add +2.2% 29,463 $10.9M
MV Capital Management, Inc. 1.07% Add +1.9% 29,461 $10.9M
Wynn Capital, LLC 5.60% Add +0.3% 29,458 $10.9M
Apriem Advisors 1.04% Reduce -21.4% 29,446 $10.9M
BIP Wealth, LLC 0.44% Reduce -14.9% 29,424 $10.9M
Stanley-Laman Group, Ltd. 1.33% Reduce -33.5% 29,357 $10.9M
Corecam Pte. Ltd. 4.71% Add +288.7% 29,330 $10.9M
FSM Wealth Advisors, LLC 1.39% Add +0.3% 29,230 $10.8M
Fourpath Capital Management, LLC 1.55% Reduce -1.8% 29,225 $10.8M
Brasada Capital Management, LP 1.99% Reduce -53.3% 28,988 $10.8M
Bank Hapoalim BM 1.77% Add +13.2% 29,165 $10.8M
Crews Bank & Trust 1.56% Reduce -1.5% 29,158 $10.8M
NWK Group, Inc. 4.14% Reduce -1.3% 29,127 $10.8M
PARUS FINANCE (UK) Ltd 3.22% Reduce -2.9% 29,125 $10.8M
Evelyn Partners Investment Management (Europe) Ltd 3.70% Reduce -1.8% 29,057 $10.8M
Cane Capital Partners, LLC 4.75% Add +24.9% 29,050 $10.8M
WealthTrust Axiom LLC 2.64% Reduce -0.1% 29,036 $10.7M
John G Ullman & Associates Inc. 1.42% Reduce -7.3% 29,035 $10.7M
Stableford Capital II LLC 3.99% Add +27.1% 29,001 $10.7M
Commonwealth Retirement Investments LLC 3.33% Add +8.8% 28,978 $10.7M
Dumont & Blake Investment Advisors LLC 2.68% Reduce -1.4% 28,909 $10.7M
NORTHSTAR ASSET MANAGEMENT Co 2.40% Add +0.1% 28,905 $10.7M
San Luis Wealth Advisors LLC 1.77% Add +4.1% 28,892 $10.7M
Sterling Investment Advisors, Ltd. 1.94% Add +10.6% 28,891 $10.7M
Chancellor Financial Group WB LP 7.65% Reduce -4.0% 28,870 $10.7M
Concord Investment Counsel Inc. 3.60% Reduce -0.7% 28,859 $10.7M
Alta Advisers Ltd 3.86% No change 28,814 $10.7M
Silver Oak Securities, Incorporated 0.78% Reduce -8.1% 28,814 $10.7M
Triasima Portfolio Management inc. 1.61% Add +0.8% 28,802 $10.7M
Saranac Partners Ltd 4.61% Reduce -1.5% 28,788 $10.6M
Beacon Investment Advisors LLC 4.02% Add +4.9% 28,736 $10.6M
Breakwater Capital Group 1.42% Add +34.5% 28,705 $10.6M
Key Financial Inc 1.89% Add +3.5% 28,671 $10.6M
CVA Family Office, LLC 1.11% Add +10.0% 28,591 $10.6M
Prevail Innovative Wealth Advisors, LLC 1.78% Add +104.7% 28,587 $10.6M
Mattson Financial Services, LLC 2.53% Add +8.4% 28,578 $10.6M
Cherry Creek Investment Advisors, Inc. 4.59% Add +0.9% 28,520 $10.6M
Great Diamond Partners, LLC 2.03% Reduce -3.7% 28,488 $10.5M
Capital Advisors Wealth Management, LLC 1.42% Add +1.4% 28,478 $10.5M
Nadler Financial Group, Inc. 1.02% Reduce -9.3% 28,469 $10.5M
Sava Penzisko Drushtvo A.D. Skopje 3.22% Add +70.8% 28,451 $10.5M
Pinkerton Wealth, LLC 0.96% Reduce -1.9% 21,736 $10.5M
Hodges Capital Management Inc. 0.87% Reduce -46.1% 28,392 $10.5M
Penn Davis McFarland Inc. 1.03% Reduce -0.3% 28,374 $10.5M
Westside Investment Management, Inc. 1.61% Add +2.5% 28,312 $10.5M
Abacus Wealth Partners, LLC 0.96% Reduce -1.6% 28,330 $10.5M
West Michigan Advisors, LLC 2.30% Add +15.2% 28,328 $10.5M
Sanders Morris Harris LLC 1.69% New 28,307 $10.5M
Chesapeake Wealth Management 3.21% Reduce -0.8% 28,203 $10.4M
Chickasaw Capital Management LLC 0.37% Add +0.2% 28,190 $10.4M
Sawyer & Company, Inc 4.02% Add +0.1% 28,180 $10.4M
Heathbridge Capital Management Ltd. 3.79% Reduce -0.8% 28,155 $10.4M
EagleClaw Capital Managment, LLC 1.46% Add +50.6% 28,124 $10.4M
Waddell & Associates, LLC 0.59% Add +45.2% 28,014 $10.4M
TB Capital Gestao de Recursos Ltda. 6.34% Add +46.1% 28,006 $10.4M
RB Capital Management, LLC 2.29% Reduce -2.4% 27,970 $10.4M
Regent Peak Wealth Advisors LLC 2.11% Add +4.1% 27,949 $10.3M
AIMZ Investment Advisors, LLC 3.20% Reduce -1.3% 27,946 $10.3M
Meridian Investment Counsel Inc. 2.46% Add +0.4% 27,939 $10.3M
Chaney Capital Management, Inc. 3.64% Add +4.8% 27,918 $10.3M
Hardy Reed LLC 0.75% Add +3.1% 27,910 $10.3M
Souders Financial Advisors 1.18% Add +9.2% 27,887 $10.3M
Consolidated Investment Group LLC 1.12% Add +2.5% 27,884 $10.3M
Zweig-DiMenna Associates LLC 1.45% Reduce -41.3% 27,850 $10.3M
Ceeto Capital Group, LLC 3.16% Add +5.3% 27,847 $10.3M
Peak Planning Group, LLC 2.86% Reduce -0.3% 27,841 $10.3M
Linden Thomas Advisory Services, LLC 0.99% Reduce -5.7% 27,741 $10.3M
Cornerstone Enterprises, LLC 5.10% Add +1.9% 27,716 $10.3M
Mill Creek Capital Advisors, LLC 0.21% Add +0.6% 27,679 $10.2M
Gardner Lewis Asset Management L P 2.22% Add +2.4% 27,639 $10.2M
Cambridge Advisors Inc. 1.99% Reduce -2.4% 27,637 $10.2M
AMS Capital Ltda 3.97% Reduce -61.9% 27,633 $10.2M
Atlas Wealth LLC 4.06% Reduce -3.5% 27,574 $10.2M
Pacifica Partners Inc. 3.39% Add +9.6% 27,560 $10.2M
Signet Financial Management, LLC 1.14% Add +3.9% 27,546 $10.2M
Unison Asset Management LLC 4.66% Add +56.9% 27,533 $10.2M
Armstrong Advisory Group, Inc. 0.68% Reduce -0.8% 27,526 $10.2M
Thornburg Investment Management Inc. 0.11% Add +102.2% 27,521 $10.2M
Rayburn West Financial Services LLC 6.00% Add +21.0% 27,501 $10.2M
Van Den Berg Management I, Inc. 2.33% Add +58.8% 27,496 $10.2M
Loudon Investment Management, LLC 5.48% Add +1.0% 27,495 $10.2M
MBL Wealth, LLC 0.77% Add +5.4% 27,460 $10.2M
Annis Gardner Whiting Capital Advisors, LLC 1.63% Add +8.0% 27,456 $10.2M
Colonial River Investments, LLC 3.63% Add +23.1% 27,395 $10.1M
Highline Wealth Partners LLC 2.59% Reduce -19.1% 27,389 $10.1M
Nikulski Financial, Inc. 2.50% Reduce -3.0% 27,361 $10.1M
First National Bank of Mount Dora, Trust Investment Services 2.19% Add +0.1% 27,342 $10.1M
McDonough Capital Management, Inc 5.53% Reduce -7.8% 27,315 $10.1M
Evanson Asset Management, LLC 0.54% Reduce -3.1% 27,261 $10.1M
Essex Bank 2.23% Reduce -3.7% 27,222 $10.1M
Front Row Advisors LLC 3.40% Add +1.9% 27,135 $10.0M
Readystate Asset Management LP 1.03% Add +220.0% 27,131 $10.0M
Eurizon SLJ Capital Ltd 4.77% Reduce -6.0% 27,779 $10.0M
Agate Pass Investment Management, LLC 3.92% Add +0.1% 27,060 $10.0M
Trinity Legacy Partners, LLC 2.17% Add +35.9% 25,476 $10.0M
Enterprise Financial Services Corp 5.07% Add +6.8% 27,034 $10.0M
Newman Dignan & Sheerar, Inc. 2.11% Add +1.3% 27,015 $10.0M
MJP Associates Inc. 1.21% Reduce -1.4% 27,007 $10.0M
Carderock Capital Management Inc. 2.46% Add +2.5% 26,928 $10.0M
First National Bank & Trust Co. of Newtown 2.15% Reduce -25.6% 26,926 $10.0M
Radnor Capital Management, LLC 1.47% Reduce -0.1% 26,921 $10.0M
Truxt Investmentos Ltda. 6.39% — 26,904 $10.0M
3Chopt Investment Partners, LLC 2.28% Add +16.7% 26,892 $10.0M
IFC Advisors LLC 1.42% Add +3.8% 26,876 $9.9M
Keystone Financial Planning, Inc. 2.66% No change 26,868 $9.9M
Indivisible Partners 0.88% Reduce -12.2% 26,855 $9.9M
Lineweaver Wealth Advisors, LLC 1.34% Add +5.1% 26,829 $9.9M
Fortitude Advisory Group L.L.C. 4.47% Reduce -1.7% 26,828 $9.9M
Sagewood Asset Management LP 3.11% Add +4.0% 26,804 $9.9M
McGinn Penninger Investment Management, Inc. 6.48% Reduce -5.0% 26,797 $9.9M
Redwood Investment Management, LLC 1.23% Reduce -0.5% 26,769 $9.9M
Argyle Capital Management, LLC 3.22% Reduce -1.1% 26,755 $9.9M
Elgethun Capital Management 1.64% Add +13.0% 26,740 $9.9M
Wormser Freres Gestion 7.14% Reduce -0.4% 26,155 $9.9M
Buttonwood Financial Advisors Inc. 3.31% Add +2.5% 26,732 $9.9M
Bcwm, LLC 2.80% Add +46.4% 26,713 $9.9M
Bank Ozk 3.48% Reduce -1.1% 26,672 $9.9M
Piscataqua Savings Bank 6.92% Add +15.2% 26,591 $9.8M
Hoertkorn Richard Charles 8.08% Reduce -32.3% 26,588 $9.8M
Smith, Moore & Co. 0.72% Add +1.1% 26,571 $9.8M
HBW Advisory Services LLC 1.04% Add +7.0% 26,571 $9.8M
Cascades Capital Asset Management, LLC 4.17% Reduce -1.8% 26,566 $9.8M
Harrington Investments, INC 5.17% Add +0.1% 26,558 $9.8M
SGL Investment Advisors, Inc. 3.72% Add +1.4% 23,818 $9.8M
Harbor Advisors LLC 1.42% Add +1.9% 26,500 $9.8M
Center for Financial Planning, Inc. 1.02% Add +10.8% 26,463 $9.8M
LRI Investments, LLC 0.87% Reduce -2.3% 52,725 $9.8M
Ellevest, Inc. 1.36% Reduce -3.8% 26,433 $9.8M
Brandywine Oak Private Wealth LLC 0.82% Add +2.8% 26,410 $9.8M
Councilmark Asset Management, LLC 5.60% Reduce -0.1% 26,390 $9.8M
Greenfield Savings Bank 4.16% Add +0.1% 26,374 $9.8M
Titleist Asset Management, LLC 0.74% Add +102.5% 26,371 $9.8M
Orca Investment Management, LLC 8.29% Reduce -4.4% 26,340 $9.8M
Wolverine Asset Management LLC 0.52% Add +26.1% 26,303 $9.7M
Graham Capital Management, L.P. 0.44% Add +7.3% 26,270 $9.7M
Privium Fund Management (UK) Ltd 4.92% New 27,200 $9.7M
Waystone Advisors LLC 8.67% Reduce -4.7% 26,207 $9.7M
FengHe Fund Management Pte. Ltd. 1.34% New 26,200 $9.7M
Members Trust Co 0.32% Reduce -4.1% 26,185 $9.7M
Tempo Wealth, LLC 1.69% Add +11.2% 26,174 $9.7M
Parisi Gray Wealth Management 2.31% Add +0.4% 26,166 $9.7M
McHugh Group, LLC 5.79% Add +0.9% 26,157 $9.7M
Eukles Asset Management 4.32% Reduce -6.1% 26,158 $9.7M
Rare Wolf Capital LLC 6.27% Add +29.5% 26,158 $9.7M
Paragon Advisors, LLC 2.60% Add +27.3% 26,039 $9.6M
Hengehold Capital Management LLC 0.84% Add +12.1% 26,027 $9.6M
Beck Capital Management, LLC 2.20% Reduce -1.0% 26,019 $9.6M
Tiemann Investment Advisors, LLC 3.77% Add +2.5% 25,990 $9.6M
Ethos Financial Group, LLC 0.71% Add +1.2% 23,845 $9.6M
JFS Wealth Advisors, LLC 0.54% Reduce -2.5% 25,946 $9.6M
Ballast Advisors LLC 2.79% Add +1.7% 25,929 $9.6M
Maia Wealth LLC 1.62% Add +8.0% 25,862 $9.6M
White Pine Investment CO 2.22% Reduce -1.2% 25,856 $9.6M
First Command Advisory Services, Inc. 0.06% Add +2.8% 25,853 $9.6M
University of Wisconsin Foundation 8.49% Reduce -20.3% 25,842 $9.6M
Lester Murray Antman dba SimplyRich 2.44% Reduce -0.1% 25,817 $9.6M
Trust Co. of Oklahoma 2.78% Add +0.7% 25,798 $9.5M
HERALD INVESTMENT MANAGEMENT Ltd 1.33% No change 25,800 $9.5M
Consolidated Capital Management, LLC 3.08% Reduce -21.7% 25,795 $9.5M
Granite Bay Wealth Management, LLC 2.03% Add +17.6% 25,739 $9.5M
Ducere Wealth Management LLC 3.79% Add +9.8% 25,758 $9.5M
Lantz Financial LLC 1.97% Reduce -2.5% 25,742 $9.5M
Vectors Research Management, LLC 2.78% Reduce -6.2% 25,731 $9.5M
Frisch Financial Group, Inc. 1.99% Add +1.4% 25,727 $9.5M
Howard Financial Services, LTD. 1.07% Add +12.3% 25,725 $9.5M
Franklin, Parlapiano, Turner & Welch, LLC 2.27% Add +1.0% 22,894 $9.5M
Cypress Wealth Services, LLC 1.34% Add +1.4% 25,692 $9.5M
David J Yvars Group 5.31% Add +1.0% 25,659 $9.5M
Mitchell Sinkler & Starr 4.38% Reduce -0.8% 25,655 $9.5M
LFG Wealth Partners, LLC 5.72% Add +30.1% 25,640 $9.5M
Excalibur Management Corp. 3.41% Add +0.4% 25,608 $9.5M
Regatta Capital Group, LLC 1.43% Add +3.9% 25,571 $9.5M
D'Orazio & Associates, Inc. 1.23% Add +1.5% 25,569 $9.5M
Tradewinds Capital Management, LLC 1.88% Add +0.3% 25,547 $9.5M
MinichMacGregor Wealth Management, LLC 1.67% Reduce -0.1% 25,513 $9.4M
Windward Capital Management Co. 0.77% Add +0.1% 25,502 $9.4M
Brick & Kyle, Associates 3.12% Reduce -6.5% 25,502 $9.4M
Windle Wealth, LLC 3.99% Add +14.2% 25,500 $9.4M
Ravenswood Partners LP 3.49% Add +34.8% 25,499 $9.4M
Sentry LLC 3.00% Reduce -7.4% 25,490 $9.4M
Marathon Wealth Advisors LLC 3.87% Add +8.5% 25,471 $9.4M
Independent Solutions Wealth Management, LLC 1.39% Add +11.7% 25,444 $9.4M
Lynch Asset Management, Inc. 3.16% Add +24.5% 25,425 $9.4M
RV Capital AG 2.46% Add +119.3% 25,220 $9.4M
Keystone Wealth Services, LLC 2.01% Add +1.8% 25,411 $9.4M
Everpar Advisors LLC 3.24% Add +10.6% 25,396 $9.4M
Settian Capital LP 6.57% No change 25,350 $9.4M
Caption Management, LLC 0.47% Reduce -75.7% 25,350 $9.4M
OMC Financial Services LTD 3.64% Add +4.1% 25,340 $9.4M
CacheTech Inc. 1.81% Add +28.3% 25,333 $9.4M
Canopy Partners, LLC 3.20% Add +0.7% 25,234 $9.3M
United Bank 3.11% Add +15.6% 25,224 $9.3M
Empire Financial Management Company, LLC 2.11% Reduce -6.9% 25,216 $9.3M
Valley Brook Capital Group, Inc. 6.26% Add +1.4% 25,215 $9.3M
Tred Avon Family Wealth, LLC 3.10% Reduce -0.3% 25,178 $9.3M
HWG Holdings LP 2.46% Reduce -51.8% 25,167 $9.3M
Abundance Wealth Counselors 1.33% Add +16.4% 25,121 $9.3M
Enhancing Capital LLC 6.89% No change 25,108 $9.3M
Revolve Wealth Partners, LLC 1.21% Reduce -6.9% 25,107 $9.3M
LCNB Corp. 3.12% Reduce -0.0% 25,054 $9.3M
Altfest L J & Co. Inc. 0.99% Reduce -16.8% 25,041 $9.3M
Bradley & Co. Private Wealth Management, LLC 4.88% Add +11.0% 25,033 $9.3M
Interchange Capital Partners, LLC 2.93% Reduce -25.8% 24,773 $9.3M
Symmetry Investments LP 2.25% Reduce -45.6% 25,001 $9.3M
Tiptree Advisors, LLC 5.37% No change 25,000 $9.3M
Rubicon Global Capital Ltd 3.94% Add +25.0% 25,000 $9.3M
ArchPoint Investors 2.20% Add +235.0% 24,981 $9.2M
Arq Wealth Advisors, LLC 1.67% Add +251.8% 24,979 $9.2M
Breakwater Investment Management 3.44% Reduce -1.2% 24,974 $9.2M
Ayrshire Capital Management LLC 4.78% Reduce -12.5% 24,969 $9.2M
HHM Wealth Advisors, LLC 1.06% Add +4.0% 24,896 $9.2M
First Commonwealth Financial Corp 1.46% Add +10.6% 24,874 $9.2M
Huntleigh Advisors, Inc. 1.57% Reduce -7.9% 24,851 $9.2M
Lesa Sroufe & Co 6.25% Add +22.3% 24,804 $9.2M
Redhawk Wealth Advisors, Inc. 1.01% Add +31.7% 24,788 $9.2M
Clark Asset Management, LLC 0.86% Add +11.8% 24,742 $9.2M
Wimmer Associates 1, LLC 4.47% Reduce -0.9% 24,719 $9.2M
Ami Investment Management Inc. 2.05% Add +13.1% 24,644 $9.1M
Greenspring Advisors, LLC 0.55% Add +0.7% 24,530 $9.1M
Krane Funds Advisors LLC 0.37% Add +81.0% 24,410 $9.1M
Synergy Financial Group, LTD 6.81% Add +4.6% 24,496 $9.1M
Peregrine Asset Advisers, Inc. 2.44% Add +1.9% 24,452 $9.1M
Cary Street Partners Investment Advisory LLC 2.31% Add +1.1% 24,444 $9.0M
Barton Investment Management 1.13% Reduce -0.2% 24,416 $9.0M
Ring Mountain Capital, LLC 4.94% Reduce -0.2% 24,388 $9.0M
Integrated Investment Consultants, LLC 1.91% Reduce -6.2% 24,366 $9.0M
Patrick Mauro Investment Advisor, INC. 4.53% Add +25.7% 24,364 $9.0M
Nicholas Investment Partners, LP 0.74% Reduce -29.3% 24,364 $9.0M
BKM Wealth Management, LLC 3.29% Reduce -4.8% 24,350 $9.0M
Drucker Wealth 3.0, LLC 1.57% Reduce -5.9% 24,291 $9.0M
Hourglass Capital, LLC 1.87% Add +83.7% 24,261 $9.0M
RIHO Partners, LLC 5.64% Reduce -38.7% 24,240 $9.0M
Blume Capital Management, Inc. 1.53% Add +23.7% 24,202 $9.0M
Prestige Wealth Management Group LLC 1.76% Reduce -2.9% 24,169 $8.9M
Midland Wealth Advisors, LLC 0.46% Reduce -6.5% 24,156 $8.9M
Helium Advisors LLC 8.55% Add +41.4% 24,137 $8.9M
Convergence Investment Partners, LLC 1.46% Add +25.6% 24,127 $8.9M
Atwater Malick LLC 2.41% Add +7.4% 24,107 $8.9M
Crown Wealth Group, LLC 2.62% Add +4.6% 24,088 $8.9M
Sonoma Private Wealth LLC 10.97% Add +3.0% 24,069 $8.9M
Westwood Wealth Management 3.50% Add +687.1% 24,061 $8.9M
Leisure Capital Management 3.11% Reduce -0.6% 24,005 $8.9M
McAdam, LLC 0.40% Add +3.0% 23,986 $8.9M
Papamarkou Wellner Asset Management inc. 5.42% Add +2.7% 23,984 $8.9M
Verde Servicos Internacionais S.A. 2.72% Reduce -38.3% 23,982 $8.9M
Retirement Solution LLC 2.09% Add +10.5% 23,919 $8.9M
Revisor Wealth Management LLC 2.44% Add +7.2% 23,897 $8.8M
Cardiff Park Advisors, LLC 0.71% Reduce -5.9% 23,892 $8.8M
Secure Asset Management, LLC 1.40% Add +8.3% 23,884 $8.8M
Arista Wealth Management, LLC 1.08% Add +4.5% 23,880 $8.8M
Canton Hathaway, LLC 1.78% Reduce -1.6% 23,857 $8.8M
Fairfield, Bush & Co. 4.90% Reduce -6.7% 23,851 $8.8M
Wisconsin Capital Management LLC 4.84% Add +0.0% 23,815 $8.8M
Pitcairn Wealth Advisors LLC 0.81% Reduce -17.7% 18,217 $8.8M
Adirondack Trust Co. 2.96% Reduce -2.6% 23,774 $8.8M
Elevatus Welath Management 4.61% Reduce -41.6% 23,767 $8.8M
Pursue Wealth Partners LLC 5.26% Reduce -23.3% 23,765 $8.8M
Lifeworks Advisors, LLC 1.12% Add +27.2% 23,663 $8.8M
Fusion Capital, LLC 2.36% Add +6.3% 23,635 $8.7M
Pinnacle West Asset Management, Inc. 5.94% Reduce -1.9% 23,620 $8.7M
Freemont Management S.A. 1.63% Reduce -9.6% 23,600 $8.7M
First PREMIER Bank 2.02% Reduce -0.7% 23,591 $8.7M
KKM Financial LLC 1.55% No change 18,023 $8.7M
Forte Asset Management LLC 3.82% No change 23,518 $8.7M
Northern Lights Advisors, Inc. 5.89% Add +21.2% 23,492 $8.7M
Allegheny Financial Group 1.17% Add +1.2% 23,455 $8.7M
Corsair Capital Management, L.P. 1.29% No change 23,444 $8.7M
Riverview Capital Advisers, LLC 2.89% Reduce -0.2% 23,429 $8.7M
Palumbo Wealth Management LLC 2.12% Add +4.9% 23,418 $8.7M
SHP Wealth Management 0.65% Reduce -0.2% 23,395 $8.7M
Mezzasalma Advisors, LLC 2.22% Add +4.8% 23,394 $8.7M
Main Street Group, LTD 2.76% Reduce -0.1% 23,346 $8.6M
Bey-Douglas LLC 7.54% Reduce -4.1% 23,345 $8.6M
Concentrum Wealth Management 2.55% Add +5.0% 23,324 $8.6M
LOM Asset Management Ltd 2.48% Add +0.9% 23,297 $8.6M
Graybill Wealth Management, LTD. 2.62% Add +21.5% 23,257 $8.6M
Trilogy Capital Inc. 0.38% Add +8.8% 23,256 $8.6M
Purkiss Capital Advisors LLC 3.78% Add +29.8% 23,244 $8.6M
Centric Wealth Management 1.72% Add +1.6% 20,794 $8.6M
Barbara Oil Co. 3.31% Add +7.4% 23,220 $8.6M
Cim Investment Management Inc. 2.29% Reduce -0.4% 23,220 $8.6M
Aventura Private Wealth, LLC 3.14% Reduce -5.0% 23,198 $8.6M
Atlas Brown,Inc. 2.58% Reduce -1.4% 23,172 $8.6M
Compton Wealth Advisory Group, LLC 1.91% Reduce -0.2% 23,199 $8.6M
Hartford Funds Management Co LLC 0.74% Add +4.4% 23,115 $8.6M
Cascade Financial Partners, LLC 0.88% Add +4.2% 23,115 $8.6M
Twin Tree Management, LP 1.80% New 23,093 $8.5M
Arkfeld Wealth Strategies, L.L.C. 2.70% Add +3.6% 20,756 $8.5M
Decker Wealth Management LLC 1.94% Add +24.2% 23,043 $8.5M
Proactive Wealth Strategies LLC 1.60% Add +119.6% 22,988 $8.5M
Stablepoint Partners, LLC 1.27% Add +3.8% 22,991 $8.5M
Concentric Capital Strategies, LP 0.74% Reduce -69.3% 22,959 $8.5M
Goodman Advisory Group, LLC 2.20% Reduce -8.3% 22,948 $8.5M
Solstein Capital, LLC 3.48% Add +1.1% 22,931 $8.5M
Blodgett Wealth Advisors, LLC 6.70% Reduce -6.9% 22,846 $8.5M
AMJ Financial Wealth Management 2.00% Reduce -0.4% 22,839 $8.5M
Blue Edge Capital, LLC 1.12% Add +0.4% 22,813 $8.4M
Aspen Investment Management Inc 2.58% Reduce -4.9% 22,781 $8.4M
Mount Vernon Associates Inc. 5.95% Add +0.3% 22,765 $8.4M
Wealth Preservation Advisors, LLC 7.00% Reduce -5.6% 22,753 $8.4M
Elwood Capital Partners LP 8.13% Reduce -9.9% 22,743 $8.4M
Summa Corp. 3.48% Add +2.7% 22,721 $8.4M
Tandem Capital Management Corp. 4.21% Reduce -3.1% 22,715 $8.4M
Marathon Capital Management 1.90% Reduce -1.0% 22,710 $8.4M
Buffalo Business & Estate Services Ltd. 1.22% Add +11.8% 22,703 $8.4M
Victrix Investment Advisors 3.04% Add +21.4% 22,640 $8.4M
Xxi Wealth, LLC 4.74% Add +2.9% 22,589 $8.4M
SBI Okasan Asset Management Co.Ltd. 0.34% Reduce -12.9% 23,292 $8.4M
RPg Family Wealth Advisory, LLC 1.74% Reduce -1.5% 22,578 $8.4M
Lederer & Associates Investment Counsel 5.92% Add +0.1% 22,570 $8.4M
Jackson Square Capital, LLC 1.74% Reduce -48.3% 22,453 $8.3M
Trail Ridge Investment Advisors, LLC 3.61% Add +0.5% 22,446 $8.3M
Scarborough Advisors, LLC 0.91% New 22,435 $8.3M
Prudent Investors Network, Inc. 1.81% Add +16.2% 22,424 $8.3M
Sirios Capital Management L P 1.01% Reduce -63.8% 22,397 $8.3M
Moseley Investment Management Inc. 2.64% Add +0.5% 22,392 $8.3M
Cottage Street Advisors LLC 3.58% Reduce -1.3% 22,348 $8.3M
Eastover Investment Advisors LLC 3.54% Add +2.4% 22,338 $8.3M
Pines Wealth Management, LLC 2.68% Add +2.2% 22,332 $8.3M
High Note Wealth, LLC 1.62% Add +1.1% 22,319 $8.3M
GSG Advisors LLC 2.15% Add +5.4% 22,317 $8.3M
Mendel Money Management 3.46% Add +7.1% 22,311 $8.3M
IMA Advisory Services, Inc. 0.81% Add +3.0% 22,278 $8.2M
McCarter Private Wealth Services LLC 3.59% Reduce -0.2% 22,276 $8.2M
Penbrook Management LLC 6.24% Reduce -2.2% 22,245 $8.2M
Prudent Man Advisors, LLC 2.47% Add +54.6% 22,233 $8.2M
StrongBox Wealth, LLC 2.63% Add +3.0% 22,231 $8.2M
TBH Global Asset Management, LLC 1.66% Reduce -23.9% 22,199 $8.2M
Barrier Capital Management, LLC 7.21% Reduce -38.2% 22,166 $8.2M
Vanderbilt University 1.56% Add +42.8% 22,164 $8.2M
Curbstone Financial Management Corp 1.57% Add +1.2% 22,128 $8.2M
Clear Wave Wealth Management LLC 2.07% — 22,051 $8.2M
Advanced Asset Management Advisors Inc 2.25% Add +0.0% 22,051 $8.2M
Greenline Partners, LLC 0.88% Reduce -1.4% 22,046 $8.2M
Harbor Advisory Corp. 2.45% Add +34.7% 22,020 $8.2M
Aurora Investment Managers, LLC. 6.00% Add +16.9% 22,020 $8.2M
O'Brien Greene & Co. Inc 2.31% Add +4.0% 22,004 $8.1M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.87% Add +29.5% 22,004 $8.1M
Golden State Wealth Management, LLC 0.89% Reduce -18.9% 21,999 $8.1M
Mandatum Life Insurance Co Ltd 1.83% Add +0.2% 21,964 $8.1M
Aft, Forsyth & Sober, LLC 2.48% No change 21,950 $8.1M
True Freedom Investing, LLC 0.62% Reduce -94.8% 21,946 $8.1M
Easterly Investment Partners LLC 0.62% New 21,940 $8.1M
Triangle Securities Wealth Management 1.84% Reduce -8.4% 21,920 $8.1M
Union Heritage Capital, LLC 3.00% Reduce -45.8% 21,796 $8.1M
EPG Wealth Management LLC 2.18% Add +37.8% 21,753 $8.1M
Advisors Preferred, LLC 1.19% Add +3.8% 21,740 $8.0M
Advocate Group LLC 1.26% Reduce -0.8% 21,721 $8.0M
Fiduciary Family Office, LLC 2.29% Add +15.8% 21,684 $8.0M
Notis-McConarty Edward 3.99% Reduce -0.5% 21,677 $8.0M
Campbell & CO Investment Adviser LLC 0.46% New 21,699 $8.0M
Rothschild Wealth LLC 0.72% Add +59.4% 21,652 $8.0M
Prosperitas Financial LLC 2.98% Add +2.4% 21,628 $8.0M
Redmond Asset Management, LLC 2.18% Reduce -1.7% 21,611 $8.0M
Trust Co of Kansas 4.41% Reduce -10.8% 21,589 $8.0M
Rainier Family Wealth Inc. 5.36% Add +1.2% 21,588 $8.0M
Wealth Management Partners, LLC 2.28% Reduce -2.0% 21,566 $8.0M
Mirabaud Asset Management Ltd 6.57% Reduce -51.2% 22,218 $8.0M
Income Insurance Ltd 5.42% Add +0.4% 21,540 $8.0M
Abacus Planning Group, Inc. 1.07% Add +0.9% 21,504 $8.0M
Zimmer Partners, LP 0.20% Add +7.5% 21,500 $8.0M
Seaview Investment Managers LLC 2.87% Add +21.0% 21,495 $8.0M
Fort Point Capital Partners LLC 1.04% Add +19.8% 21,489 $8.0M
Magnolia Capital Advisors LLC 1.56% Add +18.7% 21,466 $7.9M
Diligent Investors, LLC 1.97% Reduce -3.4% 21,453 $7.9M
Wealth Management Associates, Inc. 2.74% Add +3.4% 21,442 $7.9M
Wealth Alliance Advisory Group, LLC 1.26% Add +9.2% 21,431 $7.9M
Fortress Private Ledger, LLC 2.48% Add +11.7% 21,416 $7.9M
Titiun Yejiel 8.02% Add +78.3% 21,393 $7.9M
Evolution Wealth Advisors, LLC 0.81% Add +14.1% 21,392 $7.9M
Eagle Capital Management, LLC 3.12% Reduce -2.2% 21,386 $7.9M
Cumberland Advisors Inc. 3.10% Add +0.8% 21,380 $7.9M
AXA S.A. 3.09% Add +0.2% 21,380 $7.9M
SYM FINANCIAL Corp 0.79% Add +6.9% 21,370 $7.9M
Tempus Wealth Planning, LLC 1.81% Add +1.6% 21,315 $7.9M
CCG Wealth Management, LLC 2.14% Add +47.6% 21,293 $7.9M
LaSalle St. Investment Advisors, LLC 1.11% Add +37.0% 21,291 $7.9M
Pinnacle Bancorp, Inc. 2.33% Add +0.3% 21,288 $7.9M
Blackhawk Capital Partners, LLC 2.89% Add +11.0% 21,245 $7.9M
Investment Research & Advisory Group, Inc. 2.74% Add +0.0% 21,208 $7.9M
SmartHarvest Portfolios, LLC 3.27% Reduce -27.8% 21,174 $7.8M
Karani Asset Management LLC 6.85% Add +56.6% 21,154 $7.8M
Second Line Capital, LLC 1.48% Add +4.4% 19,193 $7.8M
Legato Capital Management LLC 0.71% Reduce -11.0% 21,109 $7.8M
Summit Financial Strategies, Inc. 0.62% Reduce -1.3% 21,102 $7.8M
Security National Bank of So Dak 3.76% Reduce -0.2% 21,100 $7.8M
LCM Capital Management Inc 3.92% Reduce -3.1% 21,085 $7.8M
Hamel Associates, Inc. 2.23% Add +1.1% 21,082 $7.8M
Red Cedar Investment Management, LLC 0.81% Reduce -10.8% 21,078 $7.8M
Atlanta Consulting Group Advisors, LLC 1.68% Reduce -6.9% 21,069 $7.8M
Kwmg, LLC 0.65% Add +3.3% 21,013 $7.8M
Palmer Knight Co 3.79% Add +49.7% 21,008 $7.8M
Centerpoint Advisors, LLC 2.53% Reduce -7.2% 20,983 $7.8M
CTC LLC 0.62% New 20,982 $7.8M
Intellectus Partners, LLC 1.59% Add +8.5% 20,981 $7.8M
Berkeley, Inc 2.60% Add +57.6% 20,973 $7.8M
Providence Wealth Advisors, LLC 4.93% Reduce -1.4% 21,001 $7.8M
Pettee Investors, Inc. 3.99% Add +1.3% 19,012 $7.8M
Northstar Advisory Group, LLC 2.95% Reduce -15.3% 20,917 $7.7M
FLC Capital Advisors 1.40% Add +2.2% 20,912 $7.7M
Financial Strategies Group, Inc. 1.29% Add +31.4% 18,217 $7.7M
Alaethes Wealth, LLC 2.23% Add +1.0% 20,892 $7.7M
Studio Investment Management LLC 1.39% Reduce -0.1% 20,880 $7.7M
Byrne Financial Freedom, LLC 3.70% Add +10.8% 20,864 $7.7M
Weaver Capital Management LLC 1.68% Add +6.5% 20,862 $7.7M
Fulcrum Wealth Advisors, LLC 6.39% Add +8.8% 20,829 $7.7M
Focused Wealth Management, Inc 0.81% Add +76.7% 20,825 $7.7M
Cherokee Insurance Co 2.93% Add +3.0% 20,825 $7.7M
Lakeshore Financial Planning, Inc. 2.79% Reduce -3.8% 20,791 $7.7M
Promethos Capital, LLC 2.07% Reduce -6.1% 20,785 $7.7M
PICTET BANK & TRUST Ltd 10.11% Add +25.5% 20,864 $7.7M
Elyxium Wealth, LLC 2.47% Reduce -10.4% 20,768 $7.7M
MSH Capital Advisors LLC 1.62% Add +7.6% 20,706 $7.7M
Eos Management, L.P. 3.29% Reduce -11.7% 20,696 $7.7M
Naman Capital Ltda 2.13% No change 20,675 $7.7M
Charles Schwab Trust Co 0.50% Reduce -11.1% 20,659 $7.6M
First Pacific Financial 0.98% Add +0.3% 20,656 $7.6M
Caliber Wealth Management, LLC / KS 0.84% Add +9.6% 20,641 $7.6M
IKE Capital, LLC 4.31% Add +21.8% 20,631 $7.6M
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 5.69% Add +27.0% 20,626 $7.6M
Wealth Architects, LLC 0.68% Add +0.2% 20,623 $7.6M
Hazlett, Burt & Watson, Inc. 2.39% Add +5.9% 20,599 $7.6M
Amarillo National Bank 1.35% Add +2.2% 20,598 $7.6M
Dillon & Associates Inc. 1.05% Add +11.5% 20,595 $7.6M
Highview Capital Management LLC 2.77% Reduce -1.6% 20,581 $7.6M
Parkside Investments, LLC 0.93% Add +22.2% 20,573 $7.6M
Alpine Global Management, LLC 1.35% New 20,559 $7.6M
Sfm, LLC 4.60% Add +0.6% 20,542 $7.6M
Cromwell Holdings LLC 4.28% Reduce -1.5% 20,538 $7.6M
Baker Boyer National Bank 2.28% Add +2.5% 20,511 $7.6M
Luma Capital S.A. - SPF 7.30% No change 20,500 $7.6M
Resolute Wealth Strategies, LLC 3.27% Add +86.9% 20,498 $7.6M
Scissortail Wealth Management, LLC 1.52% Add +7.2% 20,492 $7.6M
Keating Financial Advisory Services, Inc. 1.23% Reduce -2.8% 20,482 $7.6M
Bluespring Wealth Management, LLC 0.65% Reduce -3.3% 20,469 $7.6M
Anb Bank 3.06% Add +2.7% 20,433 $7.6M
Octavia Wealth Advisors, LLC 0.72% Add +7.0% 20,420 $7.6M
Royal Capital Wealth Management, LLC 4.70% Add +0.1% 20,411 $7.6M
St. Johns Investment Management Company, LLC 3.18% Add +11.1% 20,396 $7.5M
Elevated Capital Advisors, LLC 1.90% Add +3.0% 20,395 $7.5M
Seeds Investor LLC 1.03% Add +16.5% 19,198 $7.5M
CYBER HORNET ETFs LLC 4.87% Reduce -4.6% 20,430 $7.5M
Aldebaran Capital, LLC 5.77% Add +12.2% 20,354 $7.5M
Aristides Capital LLC 2.50% Add +14.4% 20,337 $7.5M
Uncommon Cents Investing LLC 1.74% Reduce -0.2% 20,316 $7.5M
Summit Asset Management, LLC 1.04% Add +11.0% 20,268 $7.5M
SWP Investment Management LLC 5.60% Add +39.5% 20,261 $7.5M
Alesco Advisors, LLC, An ESL Co 0.19% Add +61.5% 20,259 $7.5M
Martin & Co. Inc. 1.28% Add +2.0% 20,259 $7.5M
Castlefield Investment Partners LLP 5.73% Add +20.6% 20,257 $7.5M
Titan Wealth (CI) Ltd 3.24% Reduce -18.1% 20,233 $7.5M
Burford Brothers, Inc. 3.07% Add +1.3% 20,227 $7.5M
Investment Partners, LTD. 2.66% Reduce -0.8% 20,221 $7.5M
Marshall Investment Management, LLC 3.59% Add +8.8% 20,199 $7.5M
Byrne Asset Management LLC 4.46% Reduce -0.5% 20,187 $7.5M
626 Financial, LLC 3.34% Reduce -0.1% 20,176 $7.5M
Jericho Financial, LLP 4.71% Add +17.9% 20,164 $7.5M
Beacon Financial Group 0.74% Reduce -0.8% 20,150 $7.5M
Walkner Condon Financial Advisors LLC 0.98% Reduce -1.8% 20,135 $7.5M
Financial Planning Hawaii, Inc. 4.39% Reduce -2.2% 20,125 $7.4M
Koenig Investment Advisory, LLC 6.33% Reduce -1.6% 20,123 $7.4M
Gold Investment Management Ltd. 2.30% Add +2.0% 20,095 $7.4M
Florida Financial Advisors, LLC 1.78% Reduce -2.3% 20,083 $7.4M
Martin Capital Partners, LLC 2.76% Add +6.0% 20,081 $7.4M
Sittner & Nelson, LLC 2.71% Reduce -1.3% 20,065 $7.4M
RFG - Bristol Wealth Advisors, LLC 2.00% Reduce -1.4% 20,057 $7.4M
Reflection Asset Management 4.54% Add +35.5% 19,656 $7.4M
Marino, Stram & Associates LLC 1.33% Add +1.1% 20,023 $7.4M
Geremia Financial Services, LLC 6.02% Add +1.9% 19,982 $7.4M
Balefire, LLC 1.39% Add +12.6% 19,968 $7.4M
Bouvel Investment Partners, LLC 2.14% Add +0.6% 19,944 $7.4M
Keudell/Morrison Wealth Management 1.51% Add +0.8% 19,942 $7.4M
Cox Capital Mgt LLC 4.90% Add +4.3% 19,941 $7.4M
Calydon Capital 1.20% Add +4.4% 19,935 $7.4M
Sylvest Advisors, LLC 3.92% Add +8.4% 19,923 $7.4M
Enclave Advisors LLC 1.05% Reduce -28.6% 19,917 $7.4M
WealthBridge Investment Counsel Inc. 2.25% Add +2.5% 19,896 $7.4M
Boxwood Ventures, Inc. 7.80% No change 19,890 $7.4M
Horizon Investment Services, LLC 2.56% Reduce -2.1% 19,886 $7.4M
Atlas Legacy Advisors, LLC 1.34% Reduce -19.0% 19,813 $7.4M
Compass Capital Corp. /Ma/ 2.64% Reduce -3.2% 17,388 $7.4M
Socorro Asset Management LP 3.48% Add +0.8% 19,853 $7.3M
Norway Savings Bank 3.48% Add +3.4% 19,829 $7.3M
Godshalk Welsh Capital Management, Inc. 4.25% Reduce -1.3% 19,815 $7.3M
Bernard Wealth Management Corp. 3.13% Reduce -2.6% 19,814 $7.3M
Intrua Financial, LLC 0.78% Add +2.0% 19,805 $7.3M
Phoenix Wealth Advisors 2.89% Reduce -2.3% 19,790 $7.3M
RBA Wealth Management, LLC 2.64% Reduce -0.2% 19,782 $7.3M
Bank of Stockton 2.26% Add +16.3% 19,759 $7.3M
Asahi Life Asset Management Co., LTD. 4.72% Reduce -8.1% 19,721 $7.3M
B & T Capital Management DBA Alpha Capital Management 1.06% Add +9.7% 19,710 $7.3M
Thrive Wealth Management, LLC 1.09% Reduce -3.2% 19,705 $7.3M
Bender Robert & Associates 1.75% Reduce -1.1% 19,696 $7.3M
Ellsworth Advisors, LLC 1.37% Add +9.3% 19,692 $7.3M
Trust Co of the South 1.17% Add +0.8% 19,684 $7.3M
Prosperity Financial Group, Inc. 2.69% Add +2.3% 19,684 $7.3M
Alexander Labrunerie & Co., Inc. 2.75% Reduce -0.8% 19,671 $7.3M
Cerro Pacific Wealth Advisors LLC 1.91% Add +0.3% 19,666 $7.3M
RD Finance Ltd 8.26% No change 19,664 $7.3M
Hudson Canyon Capital Management 4.45% Reduce -0.6% 19,658 $7.3M
Fairbanks Capital Management, Inc. 4.55% Add +8.9% 19,648 $7.3M
Arta Finance Wealth Management LLC 3.59% Add +8.5% 19,634 $7.3M
Central Valley Advisors, LLC 1.98% Add +6.6% 19,630 $7.3M
Greenup Street Wealth Management LLC 1.02% Add +34.5% 19,585 $7.2M
XTX Topco Ltd 0.13% Add +25.3% 19,585 $7.2M
Sentinel Trust Co. Lba 0.72% Reduce -5.3% 19,555 $7.2M
Trivant Custom Portfolio Group, LLC 3.96% Add +0.9% 19,529 $7.2M
Wealth Advisory Solutions, LLC 1.61% Add +69.6% 19,522 $7.2M
Gilliland Jeter Wealth Management LLC 2.14% Reduce -1.0% 19,518 $7.2M
GenTrust, LLC 0.31% Reduce -4.3% 19,510 $7.2M
Townsend Asset Management Corp. /NC/ 2.61% Reduce -0.8% 19,499 $7.2M
Baker Tilly Wealth Management, LLC 1.75% Add +0.1% 19,470 $7.2M
QTR Family Wealth, LLC 3.00% Add +12.6% 18,328 $7.2M
First Community Trust NA 5.32% Add +1.4% 19,459 $7.2M
Bridgewealth Advisory Group, LLC 1.49% Add +0.5% 19,458 $7.2M
Raelipskie Partnership 3.05% Add +3.8% 19,444 $7.2M
Chemistry Wealth Management LLC 1.27% Add +2.2% 19,443 $7.2M
Liberty Wealth Management LLC 0.90% Add +0.3% 19,425 $7.2M
First City Capital Management, Inc. 3.81% Reduce -0.8% 19,427 $7.2M
Cornell Pochily Investment Advisors, Inc. 2.11% Add +2.6% 19,382 $7.2M
BlueSpruce Investments, LP 1.13% Reduce -98.7% 19,344 $7.2M
North Growth Management Ltd. 1.10% No change 19,000 $7.2M
JPL Wealth Management, LLC 1.65% Reduce -1.9% 19,321 $7.2M
Alteri Wealth LLC 2.32% Add +0.0% 19,314 $7.1M
Schear Investment Advisers, LLC 3.15% Add +23.0% 19,313 $7.1M
Spirit of America Management Corp. 1.41% No change 19,299 $7.1M
Kessler Investment Group, LLC 3.38% New 19,296 $7.1M
Z3 Capital Partners, LLC 1.81% Add +2.4% 19,296 $7.1M
Boltwood Capital Management 1.82% Add +5.5% 19,292 $7.1M
Onyx Bridge Wealth Group LLC 0.77% Add +4.7% 19,276 $7.1M
Stiles Financial Services Inc 2.18% Add +6.0% 19,248 $7.1M
Madison Wealth Partners, Inc 1.13% Add +4.5% 19,222 $7.1M
Aviso Wealth Management 3.21% Add +5.5% 19,214 $7.1M
Wrapmanager Inc. 2.47% Reduce -2.5% 19,213 $7.1M
NWF Advisory Services Inc. 0.80% Reduce -5.9% 19,196 $7.1M
Elefante Mark B 3.91% Add +19.2% 19,196 $7.1M
Alkeme Wealth, LLC 2.90% Add +3.4% 19,181 $7.1M
Tobam 1.85% Add +40.4% 19,177 $7.1M
Bennett Selby Investments LP 2.49% Add +0.7% 19,165 $7.1M
Aft, Forsyth & Company, Inc. 3.34% Reduce -0.5% 19,161 $7.1M
Fideuram Asset Management (Ireland) dac 0.90% Reduce -83.4% 16,883 $7.1M
Accretive Wealth Partners, LLC 2.00% Add +3.9% 19,140 $7.1M
Gerald Baker Financial Group LLC 2.24% — 19,135 $7.1M
Arsenal Capital Advisors LLC 5.14% Reduce -3.6% 19,134 $7.1M
Bangor Savings Bank 0.57% Reduce -1.5% 19,133 $7.1M
West Family Investments, Inc. 2.48% Reduce -39.7% 19,119 $7.1M
Henson-Edgewater Management, LLC 4.49% Reduce -3.6% 19,083 $7.1M
Slagle Financial, LLC 2.33% Add +6.0% 19,071 $7.1M
Flynn Zito Capital Management, LLC 2.25% Add +0.3% 19,042 $7.0M
Stoneridge Investment Partners LLC 5.09% Add +17.2% 19,008 $7.0M
Peoples Financial Services Corp. 3.33% Reduce -1.2% 19,004 $7.0M
Voya Financial Advisors, Inc. 0.70% Reduce -3.3% 19,677 $7.0M
Dempze Nancy E 3.85% Add +2.5% 18,954 $7.0M
General Partner, Inc. 4.25% Reduce -7.8% 18,851 $7.0M
Arvest Investments, Inc. 0.95% Add +35.8% 18,824 $7.0M
Titan Investment Management LLC 6.15% Add +2.9% 18,821 $7.0M
Family Legacy, Inc. 2.09% Reduce -1.1% 18,817 $7.0M
DeDora Capital, Inc. 1.70% Reduce -0.3% 18,783 $7.0M
Cohen Investment Advisors LLC 3.30% Add +3.5% 18,750 $6.9M
Daybright Advisory Services, Inc. 1.92% Add +0.8% 18,746 $6.9M
1776 Wealth LLC 2.73% Add +0.5% 18,726 $6.9M
Peninsula Asset Management Inc. 3.53% Reduce -0.7% 18,663 $6.9M
Insight Wealth Strategies, LLC 0.77% Add +15.6% 18,649 $6.9M
Noesis Capital Mangement Corp. 1.02% Add +0.2% 18,637 $6.9M
Greystone Financial Group, LLC 1.95% Reduce -46.4% 18,612 $6.9M
Motley Fool Wealth Management, LLC 0.78% Reduce -27.6% 18,569 $6.9M
Guinness Atkinson Asset Management Inc 3.43% Add +27.9% 18,566 $6.9M
InvesTrust 2.88% Reduce -5.3% 18,538 $6.9M
Prentiss Smith & Co. Inc. 3.98% Add +0.2% 18,533 $6.9M
TOWER TRUST & INVESTMENT Co 4.50% Add +3.7% 18,508 $6.9M
RIA Advisory Group LLC 1.68% Add +14.0% 18,502 $6.8M
Emerald Advisors, LLC 0.85% Add +3.8% 18,490 $6.8M
Trivest Advisors Ltd 0.49% Reduce -95.2% 18,450 $6.8M
VUB Generali dochodkova spravcovska spolocnost, a.s. 5.39% Add +8.3% 18,449 $6.8M
Jackson, Grant Investment Advisers, Inc. 2.28% Add +0.3% 18,448 $6.8M
Cambridge Financial Group, Inc. 2.55% Add +1.3% 18,432 $6.8M
Alpine Woods Capital Investors, LLC 1.64% Reduce -30.3% 18,428 $6.8M
All Terrain Financial Advisors, LLC 2.12% Reduce -0.8% 18,410 $6.8M
Schwerin Boyle Capital Management Inc. 0.86% Add +0.1% 18,410 $6.8M
Turn8 Private Wealth Inc. 4.26% Add +61.3% 18,402 $6.8M
Diamant Asset Management, Inc. 4.96% Add +38442.1% 6,810,388 $6.8M
Eagle Wealth Advisors LLC 6.28% Reduce -10.7% 18,390 $6.8M
Virtue Capital Management, LLC 1.04% Reduce -12.5% 18,961 $6.8M
Brooks, Moore & Associates, Inc. 3.41% Reduce -4.8% 18,384 $6.8M
Sculati Wealth Management, LLC 2.51% Reduce -0.4% 18,345 $6.8M
Victory Financial Group, LLC 0.83% Reduce -5.7% 18,327 $6.8M
Bernicke Wealth Management, Ltd. 0.87% Reduce -0.5% 18,285 $6.8M
Ables, Iannone, Moore & Associates, Inc. 4.03% Add +17.3% 18,282 $6.8M
Mountain Hill Investment Partners Corp. 4.00% Add +2994.4% 18,257 $6.8M
Rakuten Securities, Inc. 2.81% Add +28.4% 18,254 $6.8M
BTG Pactual Asset Management US LLC 0.67% Reduce -10.2% 18,232 $6.7M
Banco de Sabadell, S.A 4.47% Add +25.8% 18,794 $6.7M
Miller Capital Partners, Inc. 3.26% Add +0.3% 18,208 $6.7M
CWS Financial Advisors, LLC 1.73% Add +1.0% 18,203 $6.7M
Probity Advisors, Inc. 1.07% Reduce -3.4% 18,199 $6.7M
Strong Retirement Solutions LLC 4.72% Add +26.2% 18,193 $6.7M
MTM Investment Management, LLC 2.13% Add +2.0% 18,152 $6.7M
Debussy Capital Management LP 0.93% Reduce -3.9% 18,144 $6.7M
CM Wealth Advisors LLC 1.43% Reduce -0.2% 18,141 $6.7M
Carl P. Sherr & Co., LLC 3.15% Reduce -0.5% 18,126 $6.7M
WP Advisors, LLC 1.73% Add +12.1% 18,078 $6.7M
Griffith & Werner, Inc. 3.31% Add +38.4% 18,072 $6.7M
Truvestments Capital LLC 1.21% Add +1.9% 18,066 $6.7M
First County Bank 3.59% Add +5.2% 18,055 $6.7M
First Business Financial Services, Inc. 0.59% Add +2.1% 18,047 $6.7M
McBroom & Associates, LLC 3.72% Reduce -8.7% 18,046 $6.7M
Opal Capital LLC 1.18% Add +18.8% 18,038 $6.7M
Pekin Hardy Strauss, Inc. 0.70% Reduce -5.6% 18,005 $6.7M
Headland Capital, LLC 1.88% Add +2.9% 18,001 $6.7M
Tower View Wealth Management LLC 3.42% Reduce -2.1% 17,998 $6.7M
Global Financial Private Client, LLC 2.18% Add +10.7% 17,993 $6.7M
Saxon Interests, Inc. 2.30% Add +11.7% 17,967 $6.7M
Shaker Investments LLC 3.03% Reduce -15.0% 17,959 $6.6M
Kenora Financial, LLC 2.33% Reduce -2.4% 17,947 $6.6M
Kentucky Trust Co 3.48% Add +0.3% 17,933 $6.6M
Joseph Group Capital Management 1.66% Add +37.7% 17,916 $6.6M
Tortuga Wealth Management, Inc 6.20% Add +51.8% 17,913 $6.6M
Vann Equity Management LLC 4.72% — 17,909 $6.6M
Darden Wealth Group Inc 3.38% Reduce -3.4% 17,906 $6.6M
Mraz, Amerine & Associates, Inc. 0.98% Reduce -2.0% 17,876 $6.6M
New Republic Capital, LLC 2.22% Reduce -38.4% 17,776 $6.6M
Activest Wealth Management 1.16% Add +80.3% 17,764 $6.6M
Pincus Capital Management, LP 4.58% Reduce -1.0% 17,757 $6.6M
Spreng Capital Management, Inc. 3.10% Add +5.6% 17,745 $6.6M
Northcape Wealth Management, LLC 1.79% Add +2.4% 17,740 $6.6M
Financial Management Network Inc. 1.01% Add +4.4% 17,599 $6.6M
Navellier & Associates Inc. 0.68% Reduce -0.8% 17,735 $6.6M
Adams Wealth Management 1.43% Add +26.9% 17,648 $6.5M
Integral Investment Advisors, Inc. 1.62% Add +32.5% 17,621 $6.5M
Ranch Capital Advisors Inc. 2.38% Add +0.8% 17,620 $6.5M
United Community Bank 2.17% Reduce -4.6% 17,584 $6.5M
Poehling Capital Management, INC. 1.37% Add +1.9% 17,579 $6.5M
Cloverfields Capital Group, LP 2.10% Add +2.5% 17,561 $6.5M
Alcosta Capital Management, Inc. 4.95% Reduce -4.9% 17,539 $6.5M
Lazari Capital Management, Inc. 2.27% Add +7.0% 17,519 $6.5M
Archer Investment Corp 1.38% Add +29.3% 17,514 $6.5M
Innovative Asset Advisors Group, LLC 3.74% — 17,502 $6.5M
Chelsea Counsel Co. 2.88% Reduce -16.9% 17,488 $6.5M
Uptick Partners, LLC 1.29% Add +9.3% 17,481 $6.5M
Summit Place Financial Advisors, LLC 3.10% Add +4.8% 17,414 $6.4M
Kingstone Capital Partners Texas, LLC 3.97% Add +1.3% 17,412 $6.4M
Shayne & Jacobs, LLC 1.99% No change 17,405 $6.4M
NewSquare Capital LLC 0.56% Add +4.8% 17,391 $6.4M
Old Mission Investment Co LLC 1.51% Add +0.2% 17,390 $6.4M
Sterling Investment Counsel, LLC 1.80% Add +3.0% 17,383 $6.4M
Hixon Zuercher, LLC 2.00% Add +4.3% 17,380 $6.4M
Adelphi Trust Co 5.24% Add +10.8% 17,380 $6.4M
Park Place Capital Corp 1.29% Add +8.4% 17,370 $6.4M
First Financial Group Corp 5.25% Reduce -0.4% 17,367 $6.4M
Evermay Wealth Management LLC 0.71% Add +1.6% 17,357 $6.4M
Adams Asset Advisors, LLC 0.74% Add +24.4% 17,324 $6.4M
Millstone Evans Group, LLC 3.85% Reduce -0.0% 17,316 $6.4M
ICW Investment Advisors LLC 2.32% Add +5.2% 17,307 $6.4M
LBMC Investment Advisors, LLC 0.39% Add +1.8% 17,303 $6.4M
Peterson Wealth Services 1.58% Add +4.7% 17,284 $6.4M
Key Client Fiduciary Advisors, LLC 2.20% Add +6.3% 17,280 $6.4M
LexAurum Advisors, LLC 0.83% — 17,252 $6.4M
Altman Advisors, Inc. 2.65% Add +9.9% 17,250 $6.4M
Trust Investment Advisors 3.73% Reduce -10.5% 17,215 $6.4M
PW Nova Financial Services LLC 1.73% Add +51.9% 17,212 $6.4M
Wealth Dimensions Group, Ltd. 1.25% Add +1.5% 17,212 $6.4M
Symmetry Partners, LLC 0.36% Add +5.9% 17,204 $6.4M
KTF Investments, LLC 1.09% Reduce -9.8% 17,192 $6.4M
Topsail Wealth Management, LLC 0.94% Reduce -1.9% 17,178 $6.4M
Financial Gravity Asset Management, Inc. 1.13% Add +5.9% 17,171 $6.4M
Duncan Williams Asset Management, LLC 1.76% Reduce -3.3% 17,164 $6.4M
Opinicus Capital, Inc. 4.48% Add +11.1% 17,161 $6.4M
Ayalon Insurance Comp Ltd. 1.30% No change 17,159 $6.4M
Christine Messmer PC 4.06% Add +2.8% 17,158 $6.4M
Panoramic Capital Partners, LLC 3.91% Reduce -1.6% 17,153 $6.3M
Summerhill Capital Management lnc. 5.54% Add +5.2% 17,141 $6.3M
Ballast, Inc. 1.47% Add +5.6% 17,141 $6.3M
Integrity Advisory Solutions, LLC 0.84% Add +1.2% 17,129 $6.3M
Schrum Private Wealth Management LLC 4.84% Reduce -0.2% 17,127 $6.3M
Fairvoy Private Wealth, LLC 1.51% Reduce -12.7% 17,119 $6.3M
Colton Groome Financial Advisors, LLC 1.80% Add +12.9% 17,119 $6.3M
Audent Global Asset Management, LLC 6.32% Add +2.4% 17,109 $6.3M
NCM Capital Management, LLC 2.26% Add +3.2% 17,024 $6.3M
Slow Capital, Inc. 0.82% Add +3.8% 17,023 $6.3M
William John Sempolinski 3.16% Reduce -3.8% 16,990 $6.3M
Addison Capital Co 1.12% Reduce -0.4% 16,977 $6.3M
Fortem Financial Group, LLC 1.58% Add +18.3% 16,957 $6.3M
First Financial Corp. 2.46% Reduce -1.0% 16,945 $6.3M
Finward Bancorp 5.01% Add +0.1% 16,943 $6.3M
Bull Street Advisors, LLC 3.11% Reduce -1.2% 16,939 $6.3M
Semus Wealth Partners LLC 3.50% Add +33.5% 16,924 $6.3M
Wealth Effects LLC 2.22% Add +2.4% 16,922 $6.3M
Mason & Associates Inc 1.22% Add +14.2% 17,444 $6.3M
Columbus Macro, LLC 0.67% Add +2.7% 16,873 $6.2M
Houlihan Financial Resource Group, Ltd. 2.43% Add +0.1% 16,842 $6.2M
Mechanics Financial Corp 2.61% Add +0.1% 16,838 $6.2M
Founders Grove Wealth Partners, LLC 1.42% Add +5.3% 16,833 $6.2M
McKinney Capital Management, LLC 5.34% — 16,800 $6.2M
Beaumont Asset Management, L.L.C. 2.80% Reduce -6.8% 16,795 $6.2M
AA Financial Advisors, LLC 0.88% Add +6.5% 16,793 $6.2M
Iams Wealth Management, LLC 2.16% Add +18.6% 16,773 $6.2M
Capital Advisors, Ltd. LLC 0.71% Reduce -5.2% 16,774 $6.2M
Miramontes Capital, LLC 2.15% Add +3.0% 16,758 $6.2M
Aspen Grove Capital, LLC 1.21% Add +1.2% 16,747 $6.2M
Bank of Marin 4.53% Reduce -3.5% 16,737 $6.2M
Jones Kertz & Associates, Inc. 3.29% Reduce -0.9% 16,722 $6.2M
Wilkins Investment Counsel Inc. 0.89% Add +6.9% 16,720 $6.2M
Marion Wealth Management 1.37% Add +8.4% 16,711 $6.2M
Olstein Capital Management, L.P. 1.35% Add +67.0% 16,700 $6.2M
GWN Securities Inc. 1.18% Add +9.3% 16,677 $6.2M
Waterfront Wealth Inc. 1.13% Add +9.4% 16,664 $6.2M
TritonPoint Partners, LLC 2.27% Add +35.9% 16,636 $6.2M
Northbridge Financial Group, LLC 2.65% Add +8.3% 16,019 $6.2M
Goldenstone Wealth Management LLC 4.48% Add +4.9% 16,628 $6.2M
Drystone LLC 5.54% Add +0.0% 16,601 $6.1M
Consilium Wealth Advisory, LLC 2.09% Add +4.6% 16,576 $6.1M
Pflug Koory, LLC 2.81% Add +2.2% 16,575 $6.1M
City State Bank 1.59% Add +7.0% 16,532 $6.1M
Grey Ledge Advisors, LLC 1.38% Add +4.9% 16,518 $6.1M
Acorn Wealth Advisors, LLC 1.78% Add +2.6% 16,512 $6.1M
Bank & Trust Co 4.12% Add +2.4% 16,511 $6.1M
HF Advisory Group, LLC 2.08% Add +26.5% 16,494 $6.1M
River Street Advisors LLC 2.06% Add +15.7% 16,492 $6.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 2.52% Reduce -33.8% 16,486 $6.1M
McGuire Capital Advisors Inc. 3.91% Add +93.0% 16,486 $6.1M
C2C Wealth Management, LLC 5.16% Add +0.6% 16,484 $6.1M
Security National Bank of Sioux City Iowa 3.60% Add +0.9% 16,459 $6.1M
Fi3 FINANCIAL ADVISORS, LLC 1.76% Add +36.6% 16,443 $6.1M
First Affirmative Financial Network 2.36% — 16,435 $6.1M
US Asset Management LLC 5.27% Reduce -0.5% 16,419 $6.1M
Strategic Financial Services, Inc. 0.29% Reduce -1.1% 16,407 $6.1M
Ramirez Asset Management, Inc. 0.73% Reduce -2.1% 16,382 $6.1M
Beaton Management Co. Inc. 2.70% Reduce -0.7% 16,379 $6.1M
Signature Wealth Management Group 2.30% Add +38.4% 16,362 $6.1M
First Washington CORP 1.71% Reduce -19.7% 16,357 $6.1M
Evergreen Private Wealth LLC 2.45% Add +2.0% 16,349 $6.1M
Cape Investment Advisory, Inc. 2.01% Add +2.4% 16,339 $6.0M
Eley Financial Management, Inc 2.18% Add +0.4% 16,332 $6.0M
Commonwealth Financial Services, LLC 0.96% Reduce -17.5% 16,331 $6.0M
Bull Harbor Capital LLC 1.62% — 16,323 $6.0M
Union Savings Bank 2.65% Add +0.0% 16,320 $6.0M
Correct Capital Wealth Management 1.13% Add +35.7% 16,311 $6.0M
Mosaic Financial Group, LLC 4.28% Add +0.0% 16,307 $6.0M
Exit Wealth Advisors, LLC. 3.11% Add +1.6% 16,306 $6.0M
Legal Advantage Investments, Inc. 3.12% Add +8.0% 16,290 $6.0M
Addison Advisors LLC 1.33% Reduce -0.9% 16,263 $6.0M
Sandy Cove Advisors, LLC 1.80% Add +0.4% 16,263 $6.0M
E Fund Management (Hong Kong) Co., Ltd. 2.74% Reduce -1.8% 16,260 $6.0M
Capstone Financial Advisors, Inc. 0.32% Add +3.0% 16,209 $6.0M
SkyOak Wealth, LLC 1.10% Add +17.5% 16,205 $6.0M
Capital Advantage, Inc. 0.78% Reduce -0.3% 16,200 $6.0M
Insight Advisors, LLC/ PA 1.14% Reduce -8.7% 16,201 $6.0M
AlpenGlobal Capital LLC 3.81% — 16,177 $6.0M
Chung Wu Investment Group, LLC 5.16% Reduce -3.5% 16,174 $6.0M
Quantum Financial Advisors, LLC 0.67% Add +4.4% 16,151 $6.0M
McGlone Suttner Wealth Management, Inc. 0.79% Add +5.1% 16,139 $6.0M
Gratus Wealth Advisors, LLC 0.86% Add +6.6% 16,116 $6.0M
W Advisors, LLC 3.06% Add +0.9% 16,115 $6.0M
YANKCOM Partnership 2.45% Add +7.1% 16,096 $6.0M
Vertrix Wealth Management, LLC 2.19% — 16,090 $6.0M
TFC Financial Management, Inc. 0.73% Reduce -2.2% 16,071 $5.9M
Fire Capital Management LLC 2.78% Add +5.4% 16,052 $5.9M
Pacific Wealth Strategies Group, Inc. 3.72% Add +1.4% 16,040 $5.9M
Parallax Volatility Advisers, L.P. 0.33% New 16,037 $5.9M
Somerset Group LLC 4.41% Reduce -1.5% 14,041 $5.9M
Signet Investment Advisory Group, Inc. 2.72% Add +3.3% 16,014 $5.9M
Saybrook Capital 1.60% Add +4.9% 16,010 $5.9M
Channing Global Advisors, LLC 3.46% Add +30.3% 16,004 $5.9M
ROI Financial Advisors, LLC 3.54% Add +1.0% 16,002 $5.9M
GFG Capital, LLC 1.89% Add +129.6% 15,965 $5.9M
COFG Advisors, LLC 1.46% Add +5.7% 15,965 $5.9M
TSG Advice Partners, LLC 0.89% Add +2.7% 15,956 $5.9M
Pilgrim Partners Asia Pte Ltd 2.49% Add +53.3% 15,950 $5.9M
DUTCH ASSET Corp 3.96% Add +70.9% 15,938 $5.9M
Congress Park Capital LLC 1.81% Reduce -17.3% 15,930 $5.9M
MADDEN SECURITIES Corp 1.77% Add +50.3% 15,928 $5.9M
Sweeney & Michel, LLC 1.73% Reduce -0.2% 15,335 $5.9M
CFS Investment Advisory Services, LLC 0.41% Reduce -8.7% 13,936 $5.9M
Bell & Brown Wealth Advisors, LLC 1.91% Add +4.8% 15,905 $5.9M
Private Management Group Inc. 0.17% Reduce -7.2% 15,903 $5.9M
Novem Group 0.68% Add +18.5% 15,904 $5.9M
Sierra Capital LLC 0.64% Reduce -2.2% 15,901 $5.9M
Sunpointe, LLC 1.93% Reduce -3.4% 15,878 $5.9M
Abel Hall, LLC 1.25% Reduce -25.0% 15,847 $5.9M
Landscape Capital Management, L.L.C. 0.37% Add +179.1% 15,847 $5.9M
Physician Wealth Advisors, Inc. 0.82% Add +11.1% 15,846 $5.9M
Ames National Corp. 3.52% Add +0.5% 15,856 $5.9M
Chesapeake Asset Management LLC 4.70% Reduce -29.5% 15,835 $5.9M
Warm Springs Advisors Inc. 4.98% No change 15,835 $5.9M
Sierra Legacy Group 4.47% Add +0.6% 15,818 $5.9M
Sandro Wealth Management LLC 4.69% Add +7.2% 15,813 $5.9M
Manske Wealth Management 1.64% Add +6.2% 15,800 $5.8M
Graphene Investments SAS 3.93% Add +25.4% 15,800 $5.8M
Essex Investment Management Co. LLC 0.93% Reduce -10.3% 15,791 $5.8M
Core Wealth Partners LLC 2.72% Add +0.5% 15,789 $5.8M
Encompass Wealth Advisors, LLC 2.03% Reduce -10.8% 15,780 $5.8M
Berkeley Capital Partners, LLC 1.35% Add +3.7% 15,757 $5.8M
Keeler Thomas Management LLC 2.47% Add +6.8% 15,752 $5.8M
BlackDiamond Wealth Management, LLC 2.81% Add +1.1% 15,735 $5.8M
J. Derek Lewis & Associates Inc. 1.31% Reduce -3.5% 15,734 $5.8M
Montchanin Asset Management, LLC 6.19% — 15,729 $5.8M
Certified Advisory Corp 0.52% Add +1.9% 15,719 $5.8M
Woodard & Co. Asset Management Group Inc. 0.93% Add +22.1% 15,713 $5.8M
Oak Asset Management, LLC 2.00% Add +1.2% 15,709 $5.8M
Weaver Consulting Group 1.39% Add +1.0% 15,704 $5.8M
JSF Financial, LLC 1.14% Reduce -4.9% 15,700 $5.8M
DMKC Advisory Services, LLC 2.42% Add +4.5% 15,689 $5.8M
First National Bank of Hutchinson 3.71% Reduce -11.0% 15,683 $5.8M
Kinetic Partners Management, LP 0.32% Reduce -92.9% 15,681 $5.8M
SC&H Financial Advisors, Inc. 0.88% Reduce -2.1% 15,680 $5.8M
Hager Investment Management Services, LLC 3.18% Add +2.6% 15,652 $5.8M
American Trust Investment Advisors, LLC 3.20% Add +1.2% 15,645 $5.8M
Palogic Value Management, L.P. 2.58% Reduce -0.2% 15,641 $5.8M
Boothe Investment Group, Inc. 1.86% New 15,635 $5.8M
Bluesphere Advisors LLC 2.06% Add +6.6% 15,633 $5.8M
Palouse Capital Management, Inc. 3.93% Add +41.2% 15,622 $5.8M
Granite Group Advisors, LLC 3.50% Add +17.4% 15,526 $5.8M
Financial Avengers, Inc. 2.63% Reduce -0.0% 15,608 $5.8M
WD Rutherford LLC 2.57% Reduce -5.6% 15,607 $5.8M
BSW Wealth Partners 0.70% Add +11.6% 15,603 $5.8M
Falcon Wealth Planning 0.39% Add +2.5% 15,590 $5.8M
Atlantic Edge Private Wealth Management, LLC 1.42% Reduce -10.7% 15,590 $5.8M
One Wealth Advisors, LLC 0.72% Add +1.5% 15,574 $5.8M
Select Asset Management & Trust 1.80% Add +70.6% 15,569 $5.8M
Dara Capital Us, Inc. 5.46% Add +3.5% 15,554 $5.8M
RiverPark Advisors, LLC 2.76% Reduce -1.7% 15,523 $5.7M
Westbourne Investments, Inc. 2.73% Add +8.1% 15,518 $5.7M
S.A. Mason LLC 2.16% Add +1.1% 15,515 $5.7M
Brown Financial Advisors 2.17% Add +7.5% 15,510 $5.7M
Legacy CG, LLC 1.59% Add +3.1% 15,494 $5.7M
Kirtland Hills Capital Management, LLC 1.82% Add +7.6% 13,273 $5.7M
Orographic Financial Advisors, LLC 4.06% — 15,477 $5.7M
Cloud Capital Management, LLC 2.50% Add +1.5% 21,790 $5.7M
Transcendent Capital Group LLC 2.61% Reduce -9.7% 15,461 $5.7M
Traphagen Investment Advisors LLC 0.46% Add +0.4% 15,461 $5.7M
Seizert Capital Partners, LLC 0.26% Reduce -25.2% 15,451 $5.7M
Widmann Financial Services, Inc. 3.40% Reduce -0.7% 15,429 $5.7M
Schwarz Dygos Wheeler Investment Advisors LLC 1.18% Add +5.3% 15,406 $5.7M
WNY Asset Management, LLC 0.59% — 15,417 $5.7M
Trust Co 0.53% Add +14.5% 15,373 $5.7M
Calton & Associates, Inc. 0.82% Add +8.7% 15,373 $5.7M
Comprehensive Financial Consultants Institutional, Inc. 1.69% Add +7.6% 15,363 $5.7M
Variant Private Wealth, LLC 6.89% Add +3.8% 15,358 $5.7M
Munro Partners 0.19% Reduce -96.0% 15,347 $5.7M
Morton Community Bank 1.23% Add +3.8% 15,334 $5.7M
Sage Rhino Capital LLC 1.06% Reduce -1.6% 15,331 $5.7M
Astoria Portfolio Advisors LLC. 1.21% Add +4.6% 13,352 $5.7M
CPC Advisors, LLC 0.92% Reduce -55.7% 15,287 $5.7M
Boothbay Fund Management, LLC 0.14% Reduce -53.5% 15,268 $5.7M
Monograph Wealth Advisors, LLC 0.54% Reduce -40.2% 15,266 $5.7M
Runnymede Capital Advisors, Inc. 4.85% Reduce -21.1% 15,266 $5.7M
Red Lighthouse Investment Management, LLC 1.91% Reduce -0.1% 15,247 $5.6M
Madison Park Capital Advisors, LLC 4.44% Add +3.1% 15,245 $5.6M
Foster Group, Inc. 0.17% Add +7.3% 15,237 $5.6M
GS Investments, Inc. 3.23% Add +2.0% 15,234 $5.6M
Flavin Financial Services, Inc. 3.79% Add +6.5% 15,234 $5.6M
Red Spruce Capital, LLC 2.31% Add +3.6% 15,232 $5.6M
Argent Advisors, Inc. 1.54% Reduce -2.9% 15,216 $5.6M
Orleans Capital Management Corp. 3.80% Reduce -0.3% 15,194 $5.6M
Centiva Capital, LP 0.26% New 15,194 $5.6M
Ponta Wealth Partners, LLC 4.52% Add +13.7% 15,187 $5.6M
Clarus Group, Inc. 2.01% Add +1.4% 15,179 $5.6M
Viawealth, LLC 3.12% Add +1.7% 15,148 $5.6M
Plante Moran Financial Advisors, LLC 0.36% Reduce -4.6% 15,139 $5.6M
GoalVest Advisory LLC 1.09% Add +16.5% 15,134 $5.6M
Samara Investment Management, LLC 5.81% — 15,133 $5.6M
MOKAN Wealth Management Inc. 2.48% Add +10.6% 15,124 $5.6M
Meadowbrook Advisors Group, LLC 3.33% Reduce -1.4% 15,125 $5.6M
Ebert Capital Management Inc. 5.72% Add +9.7% 15,121 $5.6M
Ridgecrest Wealth Partners, LLC 3.09% Add +0.7% 15,117 $5.6M
Payne Capital LLC 5.13% Reduce -5.0% 15,108 $5.6M
Curated Wealth Partners LLC 0.70% Add +37.0% 15,107 $5.6M
Jacobsen Capital Management 1.89% Reduce -4.3% 15,090 $5.6M
Aspiring Ventures, LLC 1.88% Add +3.4% 15,077 $5.6M
Bay Rivers Group 2.32% Reduce -0.3% 15,046 $5.6M
ABLE Financial Group, LLC 1.09% Reduce -0.1% 15,020 $5.6M
New England Research & Management, Inc. 2.35% Add +0.3% 15,008 $5.6M
Aspire Growth Partners LLC 3.81% Add +5.5% 15,005 $5.6M
First Heartland Consultants, Inc. 0.43% Reduce -2.4% 15,003 $5.6M
Affinity Capital Advisors, LLC 0.78% Reduce -3.8% 15,001 $5.6M
RFP Financial Group LLC 3.02% Reduce -1.4% 14,986 $5.5M
Kercheville Advisors, LLC 1.77% Reduce -13.0% 14,982 $5.5M
Home Federal Bank of Tennessee 1.39% Add +2.2% 14,963 $5.5M
Purus Wealth Management, LLC 1.77% Add +6.4% 14,963 $5.5M
Sheets Smith Wealth Management 0.62% Reduce -6.0% 14,961 $5.5M
South Plains Financial, Inc. 3.22% Add +7.5% 14,951 $5.5M
Integrated Quantitative Investments LLC 1.00% Reduce -28.5% 14,945 $5.5M
Ashford Capital Management Inc. 0.68% Reduce -17.5% 14,935 $5.5M
Sterling Investment Management, LLC 3.31% Add +3.0% 14,929 $5.5M
Brian Low Financial Group, LLC 3.75% Add +31.9% 14,919 $5.5M
Range Advisory, LLC 1.02% Add +69.3% 14,912 $5.5M
Net Worth Advisory Group 1.14% Add +6.6% 14,910 $5.5M
Steamboat Capital Partners, LLC 1.37% Reduce -0.6% 14,908 $5.5M
Bravera Wealth 2.48% Reduce -2.9% 14,904 $5.5M
waypoint wealth counsel 2.85% Reduce -17.9% 14,902 $5.5M
Dickmeyer Boyce Financial Management, Inc. 3.25% — 14,901 $5.5M
North Dallas Bank & Trust Co. 3.73% Reduce -0.3% 14,882 $5.5M
Tevis Investment Management 3.13% Add +41.7% 14,853 $5.5M
Investors Asset Management of Georgia Inc. /Ga/ 2.25% Add +1.3% 14,845 $5.5M
Atticus Wealth Management, LLC 1.49% Reduce -7.7% 14,840 $5.5M
1900 Wealth Management LLC 0.35% Add +3.0% 14,838 $5.5M
Farmers & Merchants Trust Co of Chambersburg PA 1.49% Add +7.8% 14,827 $5.5M
Barr E S & Co. 0.32% Add +0.9% 14,824 $5.5M
Prasad Wealth Partners, LLC 1.49% Add +5.2% 14,820 $5.5M
Fruth Investment Management 1.36% Reduce -11.2% 14,792 $5.5M
Hilltop Partners LLC 1.40% Add +17.1% 14,785 $5.5M
Rockport Wealth LLC 0.99% Add +4.2% 14,744 $5.5M
Walsky Investment Management, Inc. 5.57% Reduce -0.7% 14,742 $5.5M
Prospect Capital Advisors, LLC 3.03% Add +27.9% 14,720 $5.4M
Beacon Financial Advisory LLC 1.23% Add +3.5% 14,701 $5.4M
Stanley Capital Management, LLC 0.91% No change 14,695 $5.4M
49 Wealth Management, LLC 0.41% Add +0.7% 14,691 $5.4M
Sovereign Financial Group, Inc. 0.94% Reduce -1.7% 14,669 $5.4M
McAlister, Sweet & Associates, Inc. 3.38% Add +4.6% 14,668 $5.4M
Oak Harvest Investment Services 0.57% Reduce -67.1% 14,659 $5.4M
Mitchell & Pahl Private Wealth, LLC 2.20% Reduce -2.9% 14,638 $5.4M
Delos Wealth Advisors, LLC 3.10% Add +8.3% 14,636 $5.4M
First United Bank & Trust 1.76% Reduce -4.7% 14,635 $5.4M
Royal Harbor Partners, LLC 1.83% Add +20.9% 14,631 $5.4M
Peloton Wealth Strategists 2.26% Reduce -2.0% 14,630 $5.4M
Rossby Financial, LCC 1.13% Add +45.0% 14,662 $5.4M
Diversified Management Inc. 0.93% Add +11.3% 14,623 $5.4M
Winning Points Advisors, LLC 5.42% Reduce -1.0% 14,624 $5.4M
Harvey Investment Co. LLC 0.59% No change 14,615 $5.4M
Cornerstone Planning, LLC 1.22% Add +9.3% 14,577 $5.4M
Cape Ann Savings Bank 2.71% Reduce -1.0% 14,587 $5.4M
Werlinich Asset Management, LLC 2.62% Add +0.4% 14,585 $5.4M
Altus Wealth Group LLC 2.21% Add +0.4% 14,580 $5.4M
Westco Advisory Services Inc. 3.47% Reduce -0.4% 14,575 $5.4M
Citadel Investment Advisory, Inc. 2.58% Reduce -2.3% 14,568 $5.4M
Roehl & Yi Investment Advisors, LLC 2.02% Add +1.9% 65,099 $5.4M
Crux Wealth Advisors 2.07% Add +1.4% 14,543 $5.4M
Acorns Advisers, LLC 0.04% Add +27.1% 14,543 $5.4M
Powers Advisory Group, LLC 1.90% Add +0.7% 14,542 $5.4M
Realta Investment Advisors 1.87% Reduce -1.5% 14,536 $5.4M
Grant Private Wealth Management Inc 2.85% Add +57.1% 14,518 $5.4M
Twin Peaks Wealth Advisors, LLC 1.35% Reduce -1.4% 14,516 $5.4M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.77% Reduce -4.6% 14,500 $5.4M
Trueblood Wealth Management, LLC 2.10% Add +0.8% 14,497 $5.4M
Eagle Strategies LLC 0.64% Add +6.3% 14,493 $5.4M
InTrack Investment Management Inc 3.06% Add +5.6% 14,482 $5.4M
Coastwise Capital Group, LLC 2.97% Add +28.7% 14,470 $5.4M
Agp Franklin, LLC 2.68% Add +10.0% 14,470 $5.4M
ELCO Management Co., LLC 2.57% Add +9.9% 14,465 $5.4M
Mosaic Family Wealth Partners, LLC 0.55% Add +41.6% 14,430 $5.3M
Ullmann Wealth Partners Group, LLC 0.55% Add +4.1% 14,429 $5.3M
Summit Wealth Group LLC / Co. 0.56% Add +63.1% 14,420 $5.3M
Lewis Asset Management, LLC 2.18% Add +0.9% 14,418 $5.3M
Crystal Rock Capital Management 3.17% Reduce -14.2% 14,415 $5.3M
Wealth Analytics Partners, LLC 2.17% Add +1.2% 14,410 $5.3M
Bouchey Financial Group, Ltd. 0.39% Reduce -0.1% 14,285 $5.3M
Integrity Financial Corp 2.65% Add +3.5% 14,390 $5.3M
Contravisory Investment Management, Inc. 1.09% Reduce -12.0% 14,372 $5.3M
Leonard Rickey Investment Advisors P.L.L.C. 0.92% Add +1.3% 14,365 $5.3M
Matisse Capital 2.28% Add +1.2% 14,358 $5.3M
Connective Capital Management, LLC 4.39% No change 14,354 $5.3M
KWB Wealth 0.53% Reduce -3.1% 10,986 $5.3M
Clearwater Capital Advisors, LLC 0.43% Reduce -0.2% 14,320 $5.3M
Strategies Wealth Advisors, LLC 0.53% Reduce -18.1% 14,320 $5.3M
Summit Financial Wealth Advisors, LLC 0.75% Add +22.0% 14,304 $5.3M
American State Bank (Iowa) 2.54% Add +1.3% 14,303 $5.3M
Gilman Hill Asset Management, LLC 0.80% Reduce -2.5% 14,301 $5.3M
Floyd Financial Group LLC 3.53% Add +3.1% 12,869 $5.3M
Aspire Private Capital, LLC 1.19% Reduce -1.3% 14,290 $5.3M
Wilson Asset Management (international) PTY Ltd. 1.49% Add +14.8% 14,287 $5.3M
FSB Premier Wealth Management, Inc. 1.65% Add +14.4% 14,269 $5.3M
Prelude Capital Management, LLC 0.41% Add +75.9% 14,269 $5.3M
Lighthouse Financial Services Inc. 1.19% Add +16.6% 13,431 $5.3M
LifeSteps Financial, Inc. 3.35% Add +2.4% 14,258 $5.3M
Bond & Devick Financial Network, Inc. 1.47% Reduce -1.4% 14,243 $5.3M
Meridian Financial Partners LLC 2.00% Add +2.8% 14,162 $5.3M
Guidance Capital, Inc. 1.18% Add +5.1% 12,793 $5.3M
Reik & Co., LLC 1.45% Add +1.1% 14,213 $5.3M
Sitrin Capital Management LLC 2.63% Add +1.0% 14,201 $5.3M
Summit Wealth Partners, LLC 0.83% Add +156.2% 14,180 $5.2M
Putney Financial Group LLC 5.28% Reduce -4.6% 14,168 $5.2M
Cynosure Group, LLC 0.66% Reduce -5.2% 14,162 $5.2M
Silphium Asset Management Ltd 1.98% Reduce -10.7% 14,155 $5.2M
Granite Harbor Advisors, Inc. 2.28% Add +5.1% 14,100 $5.2M
Alpine Bank Wealth Management 0.76% Reduce -0.9% 14,096 $5.2M
May Hill Capital, LLC 1.31% Reduce -0.3% 14,096 $5.2M
Vickerman Investment Advisors, Inc. 1.10% Add +5.5% 14,079 $5.2M
Montz Harcus Wealth Management LLC 2.10% Add +1.1% 14,069 $5.2M
Johnson Financial Group, LLC 0.35% Add +92.5% 14,066 $5.2M
Old North State Trust, LLC 3.09% Add +1.2% 14,061 $5.2M
Gemmer Asset Management LLC 0.41% Reduce -2.4% 14,060 $5.2M
Figure 8 Investment Strategies LLC 5.08% Reduce -1.7% 14,044 $5.2M
WealthPLAN Partners, LLC 1.01% Reduce -30.8% 14,035 $5.2M
Juno Financial Group LLC 2.03% Add +0.7% 14,019 $5.2M
Gradient Capital Advisors, LLC 1.34% Reduce -3.1% 14,016 $5.2M
Bretton Capital Management, LLC 4.74% Add +9.4% 14,000 $5.2M
Trask Adam Roland 4.90% — 13,986 $5.2M
Spectrum Strategic Capital Management, LLC 2.79% Add +9.9% 13,984 $5.2M
Jeppson Wealth Management, LLC 1.62% Add +3.0% 13,967 $5.2M
Rahlfs Capital, LLC 3.80% Reduce -0.5% 13,965 $5.2M
Global Trust Asset Management, LLC 1.98% Reduce -1.1% 13,949 $5.2M
Avalon Capital Management 1.46% Reduce -27.4% 13,924 $5.2M
Athena Investment Management 2.67% Reduce -0.2% 13,924 $5.2M
Blue Square Asset Management, LLC 2.45% Add +21.7% 13,919 $5.2M
Lee Financial Co 0.73% Reduce -9.4% 13,918 $5.2M
Orrstown Financial Services Inc. 0.86% Reduce -3.1% 13,898 $5.1M
Clay Northam Wealth Management, LLC 2.88% Reduce -1.0% 13,873 $5.1M
Ewa, LLC 1.17% Reduce -25.0% 13,872 $5.1M
MWA Asset Management 2.81% Add +29.2% 13,853 $5.1M
Consolidated Portfolio Review Corp 0.47% Add +45.6% 13,850 $5.1M
Pine Ridge Advisers LLC 0.36% Add +45.6% 13,850 $5.1M
Empirical Asset Management, LLC 1.36% Reduce -77.0% 13,847 $5.1M
Xcelsior Advisor Partners LLC 1.96% Add +37.2% 13,832 $5.1M
Waterway Wealth Management, LLC 1.13% Add +4.9% 13,814 $5.1M
New Insight Wealth Advisors 1.83% Add +11.2% 13,814 $5.1M
Aspetuck Financial Management LLC 3.50% Add +1.1% 13,809 $5.1M
PCA Investment Advisory Services Inc. 1.71% Reduce -2.0% 13,806 $5.1M
Partners Capital Investment Group, LLP 0.19% Reduce -10.0% 13,791 $5.1M
Freedom Day Solutions, LLC 1.37% Reduce -4.6% 13,784 $5.1M
StoneCrest Wealth Management, Inc. 2.16% Add +1.5% 13,776 $5.1M
Shelter Rock Management, LLC 5.41% Add +5.8% 13,774 $5.1M
Cantor Fitzgerald Investment Advisors L.P. 0.38% Reduce -9.8% 13,753 $5.1M
Compass Ion Advisors, LLC 0.48% Reduce -3.4% 13,700 $5.1M
Mathes Company, Inc. 1.86% Add +4.7% 13,699 $5.1M
2UniFi Bank 2.45% Add +1.7% 13,693 $5.1M
Roxbury Financial LLC 4.55% Add +2.0% 13,672 $5.1M
Boston Partners 0.01% Add +52.0% 9,340 $5.1M
Winthrop Capital Management, LLC 1.30% Add +3.7% 13,667 $5.1M
Register Financial Advisors LLC 1.87% Add +1.9% 13,659 $5.1M
Butensky & Cohen Financial Security, Inc. 1.33% Add +2.7% 13,652 $5.1M
Chapman Financial Group, LLC 3.62% Add +0.3% 13,650 $5.1M
William Allan Corp 2.99% Add +0.1% 13,650 $5.1M
Corsicana & Co. 3.20% Add +0.3% 13,455 $5.1M
Finivi Inc. 2.75% Add +4.8% 13,621 $5.0M
Steele Capital Management, Inc. 0.21% Reduce -4.5% 13,607 $5.0M
RWQ Financial Management Services, Inc. 3.28% Reduce -51.5% 13,605 $5.0M
AAFMAA Wealth Management & Trust LLC 1.95% Reduce -11.0% 13,601 $5.0M
Heck Capital Advisors, LLC 0.37% Add +139.7% 13,571 $5.0M
Viewpoint Capital Management LLC 2.35% Reduce -0.8% 13,569 $5.0M
Scott Capital Advisors, LLC 1.02% Add +1.6% 13,542 $5.0M
Winthrop Partners - WNY, LLC 2.68% Reduce -1.3% 13,565 $5.0M
Investors Research Corp 0.96% Add +1.9% 13,561 $5.0M
Kampmann Melissa S. 4.03% Reduce -0.6% 13,550 $5.0M
Watchman Group, Inc. 1.21% Add +3.5% 13,527 $5.0M
Tilia Fiduciary Partners, Inc. 2.75% Add +6.7% 13,519 $5.0M
Werba Rubin Papier Wealth Management 0.70% Add +8.1% 13,508 $5.0M
Schulhoff & Co. Inc. 2.05% Add +15.9% 13,493 $5.0M
Applied Capital LLC 3.63% Add +3.0% 13,469 $5.0M
Syntegra Private Wealth Group, LLC 0.47% Reduce -8.7% 13,459 $5.0M
Van Diest Capital, LLC 3.92% Add +128.8% 13,448 $5.0M
Murphy, Middleton, Hinkle & Parker, Inc. 2.31% New 13,445 $5.0M
Next Level Private LLC 1.12% Add +2.5% 13,442 $5.0M
Western Pacific Wealth Management, LP 5.05% Add +2.4% 13,422 $5.0M
Wharton Business Group, LLC 0.19% Reduce -21.3% 13,418 $5.0M
Baron Silver Stevens Financial Advisors, LLC 0.72% Reduce -2.2% 13,409 $5.0M
PUREfi Wealth, LLC 3.25% Add +30.0% 13,408 $5.0M
Corecam AG 4.46% Add +278.3% 13,407 $5.0M
Forum Finance Group S.A. 2.69% — 16,707 $5.0M
Dagco, Inc. 1.07% Add +3.3% 13,388 $5.0M
Millennium Capital Advisors, LLC 3.05% Add +0.0% 13,385 $5.0M
SkyView Investment Advisors, LLC 0.67% No change 13,374 $5.0M
Landaas & Co. /Wi 1.09% Add +12.7% 13,371 $4.9M
Pathfinder Wealth Consulting, Inc. 3.21% Add +4.6% 13,367 $4.9M
Integris Wealth Management, LLC 1.14% Reduce -4.3% 13,361 $4.9M
Maniro Ltd 1.50% New 13,342 $4.9M
Robbins Farley 2.19% Add +3.2% 13,339 $4.9M
Parsonex Advisory Services, Inc. 4.82% Reduce -20.8% 13,317 $4.9M
Cambria Investment Management, L.P. 0.28% Reduce -29.1% 13,312 $4.9M
Lodestone Wealth Management LLC 1.95% Add +4.8% 13,311 $4.9M
Darwin Wealth Management, LLC 1.53% Add +25.9% 13,298 $4.9M
DRW Securities, LLC 0.27% Reduce -2.7% 13,295 $4.9M
Thrive Capital Management, LLC 1.08% Add +15.8% 13,289 $4.9M
Kennebec Savings Bank 4.42% Reduce -1.9% 13,286 $4.9M
Greykasell Wealth Strategies, Inc. 1.98% Reduce -3.3% 13,283 $4.9M
Mfa Wealth Advisors, LLC 0.97% Add +12.0% 13,281 $4.9M
State of Wyoming 0.58% Reduce -61.5% 13,275 $4.9M
Compass Wealth Management LLC 1.21% Reduce -2.4% 13,268 $4.9M
Garden State Investment Advisory Services LLC 1.17% Add +2.8% 13,228 $4.9M
Cordgrass Capital Advisors, LLC 1.15% Reduce -2.9% 13,251 $4.9M
Emerald Advisers, LLC 0.16% Add +6.7% 13,248 $4.9M
BOK Financial Private Wealth, Inc. 0.30% Reduce -5.7% 13,222 $4.9M
Garrison Bradford & Associates Inc. 5.54% Reduce -16.0% 13,221 $4.9M
Massar Capital Management, LP 0.97% New 13,183 $4.9M
Cetera Trust Company, N.A 2.76% Reduce -3.3% 13,170 $4.9M
SAM Advisors, LLC 1.53% Add +4.6% 13,170 $4.9M
Havemeyer Place LP 0.56% New 13,122 $4.9M
Claris Financial LLC 2.65% Reduce -6.9% 13,104 $4.9M
Essex LLC 0.86% Add +2.2% 13,100 $4.8M
BridgePort Financial Solutions, LLC 1.37% Reduce -11.9% 13,092 $4.8M
AMG Asset Management Group, Inc. 3.76% Add +271.7% 13,076 $4.8M
Lombard Odier Asset Management (Europe) Ltd 0.40% Reduce -59.3% 13,071 $4.8M
Patron Partners, LLC 2.14% Reduce -7.8% 13,059 $4.8M
O'ROURKE & COMPANY, Inc 1.91% Add +1.2% 13,049 $4.8M
Wealthquest Corp 0.34% Add +2.5% 13,041 $4.8M
McLean Asset Management Corp 0.84% Reduce -4.3% 13,038 $4.8M
CMT Capital Markets Trading GmbH 2.23% Add +205.7% 13,024 $4.8M
Fairfield Financial Advisors, LTD 1.67% Reduce -1.4% 13,018 $4.8M
Wescott Financial Advisory Group, LLC 0.42% Add +7.7% 13,016 $4.8M
Kera Capital Partners, Inc. 0.59% Add +25.9% 13,009 $4.8M
Investment Management Trust, LLC 4.69% — 12,994 $4.8M
Pinnacle Wealth Management Group, Inc. 2.36% Reduce -3.3% 12,977 $4.8M
Encore Global Management, LP 3.35% — 12,950 $4.8M
Ruggiero Investments, Inc. 4.63% Add +6.2% 12,944 $4.8M
Raleigh Capital Management Inc. 1.65% Add +1.8% 12,933 $4.8M
Davidson Capital Management Inc. 0.87% Add +62.9% 12,915 $4.8M
SLT Holdings LLC 3.38% Add +26.5% 12,890 $4.8M
Alliance Wealth Advisors, LLC 1.03% Reduce -24.1% 12,887 $4.8M
Guardian Asset Advisors, LLC 2.79% Reduce -5.2% 12,875 $4.8M
Cabot Wealth Management Inc. 0.55% Reduce -2.6% 12,880 $4.8M
Wernau Asset Management Inc. 4.96% Add +1.4% 12,871 $4.8M
Dark Forest Capital Management LP 0.42% Reduce -25.9% 12,861 $4.8M
Whalen Wealth Management Inc. 2.55% Add +15.6% 12,850 $4.8M
Alchemi Wealth, LLC 2.64% Reduce -0.8% 12,828 $4.7M
Trustco Bank Corp. N Y 4.21% Add +0.3% 12,820 $4.7M
Advisors Management Group Inc. 0.86% Reduce -12.9% 12,802 $4.7M
MRA Advisory Group 1.93% Add +3.6% 12,798 $4.7M
Platt Wealth Management LLC 4.62% Reduce -18.1% 12,792 $4.7M
Investment Partners Asset Management, Inc. 2.92% Add +2.1% 12,789 $4.7M
Legacy Financial Independent Advisors LLC 2.46% — 12,787 $4.7M
Clean Yield Group 1.33% No change 12,785 $4.7M
Global Assets Advisory, LLC 1.35% Add +21.4% 12,782 $4.7M
Ironwood Financial, llc 0.83% Add +0.6% 12,779 $4.7M
Northern Financial Advisors Inc 3.45% Add +35.9% 12,777 $4.7M
Forefront Wealth Partners, LLC 1.98% Add +28.4% 12,770 $4.7M
Pathway Financial Advisers, LLC 1.34% Add +16.0% 12,768 $4.7M
South Shore Capital Advisors 3.46% Reduce -2.4% 12,766 $4.7M
Clarendon Private LLC 3.63% Add +10.8% 12,762 $4.7M
Wiregrass Investment Management LLC 3.91% Add +13.2% 12,748 $4.7M
Nvest Financial, LLC 1.75% Add +4.5% 12,717 $4.7M
Orser Capital Management, LLC 3.08% Add +0.7% 12,710 $4.7M
Schneider Downs Wealth Management Advisors, LP 0.52% Reduce -4.6% 12,707 $4.7M
Timothy G. Youngquist 2020 Irrevocable Trust 2.30% New 12,700 $4.7M
WealthBridge Capital Management, LLC 1.08% Add +2.4% 12,693 $4.7M
Peak Retirement Planning, Inc. 0.94% Add +25.1% 12,687 $4.7M
Dimension Capital Management LLC 0.66% Reduce -4.3% 12,685 $4.7M
Peddock Capital Advisors, LLC 1.04% Add +0.7% 12,685 $4.7M
Montgomery Investment Management Inc. 1.60% Add +5.2% 12,676 $4.7M
Strive Financial Group ,LLC 2.49% Add +0.2% 12,645 $4.7M
Private Capital Management, LLC 0.48% Add +21.7% 12,632 $4.7M
Berman McAleer LLC 0.64% Reduce -10.3% 12,610 $4.7M
Asset Management Group, Inc. 0.75% Add +1.8% 12,610 $4.7M
Virginia Wealth Management Group, Inc. 2.50% Add +9.5% 12,604 $4.7M
Triumph Capital Management 0.96% Add +42.1% 12,603 $4.7M
Strengthening Families & Communities, LLC 1.16% New 12,599 $4.7M
Bienville Capital Management, LLC 0.88% Reduce -9.5% 12,583 $4.7M
Crescent Grove Advisors, LLC 0.46% Reduce -2.4% 12,584 $4.7M
High Net Worth Advisory Group LLC 1.08% Add +0.4% 12,561 $4.6M
Etesian Wealth Advisors, Inc. 1.48% Add +0.6% 12,554 $4.6M
Counterweight Ventures, LLC 2.61% Reduce -2.2% 12,544 $4.6M
Rooted Wealth Advisors, Inc. 1.22% Add +16.9% 11,096 $4.6M
Hudock, Inc. 0.68% Add +2.1% 12,522 $4.6M
Lingotto Investment Management LLP 0.09% Reduce -85.9% 12,517 $4.6M
Fortis Group Advisors, LLC 0.77% Add +2.2% 11,490 $4.6M
Center For Asset Management LLC 2.30% Add +29.1% 12,504 $4.6M
Wolff Wiese Magana LLC 2.55% Add +1.9% 12,493 $4.6M
W.H. Cornerstone Investments Inc. 2.89% Reduce -6.2% 12,492 $4.6M
Clearwave Capital, LLC 3.16% Add +144.0% 12,489 $4.6M
Invera Wealth Advisors, LLC 2.97% Reduce -0.0% 12,485 $4.6M
Midwest Financial Partners Investments, Inc. 2.45% Reduce -1.3% 12,476 $4.6M
Traveka Wealth, LLC 1.76% Reduce -2.4% 12,476 $4.6M
Wedgewood Investors Inc. 5.29% Add +0.0% 12,473 $4.6M
Corundum Group, Inc. 1.54% Reduce -18.3% 12,459 $4.6M
Lebenthal Global Advisors, LLC 0.67% Add +24.1% 12,454 $4.6M
Eaton Financial Holdings Company, LLC 1.51% Reduce -21.1% 12,437 $4.6M
Cookson Peirce & Co. Inc. 0.19% Reduce -28.9% 12,402 $4.6M
Harfst & Associates, Inc. 0.82% Add +0.7% 12,381 $4.6M
Redwood Wealth Management Group, LLC 1.98% Add +2.3% 12,366 $4.6M
Shum Financial Group, Inc. 3.24% Add +10.1% 12,365 $4.6M
Commons Capital, LLC 3.83% Add +3.7% 12,364 $4.6M
Kerrisdale Advisers, LLC 1.74% Add +2080.3% 12,362 $4.6M
Midwest Professional Planners, LTD. 1.08% Reduce -0.9% 12,360 $4.6M
Roof Eidam Maycock Peralta, LLC 1.05% No change 12,350 $4.6M
Peterson Wealth Management 2.65% New 12,343 $4.6M
Forza Wealth Management, LLC 1.59% Add +2.4% 12,343 $4.6M
Modus Advisors, LLC 1.26% Reduce -5.6% 12,337 $4.6M
Goepper Burkhardt LLC 1.52% Reduce -1.1% 12,314 $4.6M
Concorde Financial Corp 3.58% Add +1.9% 12,312 $4.6M
Shoker Investment Counsel, Inc. 1.35% Reduce -4.6% 12,302 $4.6M
Bridger Management, LLC 3.56% No change 12,300 $4.6M
Arvin Capital Management LP 1.06% New 12,300 $4.6M
Fuller & Thaler Asset Management, Inc. 0.02% Add +0.0% 12,297 $4.6M
Lattice Capital Management, LLC 7.98% No change 12,300 $4.5M
Pinion Investment Advisors, LLC 1.06% Add +10.5% 12,245 $4.5M
Omnia Family Wealth, LLC 1.43% Reduce -20.7% 12,239 $4.5M
Operose Advisors LLC 1.05% Add +11.9% 12,207 $4.5M
Walker Asset Management, LLC 2.44% Add +1.7% 12,190 $4.5M
Financial Plan, Inc. 0.48% Add +7.1% 12,190 $4.5M
Wagner Wealth Management, LLC 0.91% Add +1.2% 12,189 $4.5M
Ahara Advisors LLC 3.77% Add +75.7% 12,183 $4.5M
Silver Lake Advisory, LLC 1.79% Reduce -0.9% 12,177 $4.5M
Pinnacle Holdings, LLC 1.61% Add +14.5% 12,170 $4.5M
English Capital Management LLC 2.65% New 12,164 $4.5M
Financial Sense Advisors, Inc. 1.04% Add +21.2% 12,154 $4.5M
Pring Turner Capital Group Inc. 2.70% No change 9,291 $4.5M
Wealthspan Partners, LLC 1.58% Add +0.2% 12,128 $4.5M
Northstar Group, Inc. 0.66% Add +1.2% 12,120 $4.5M
E&G Advisors, LLC 1.00% Add +2.1% 12,116 $4.5M
Manchester Financial Inc. 0.86% Add +0.4% 12,107 $4.5M
TrustBank 1.73% Add +3.8% 12,076 $4.5M
Cooper Investors PTY Ltd. 1.82% Reduce -40.5% 12,071 $4.5M
Herbst Group, LLC 2.76% Reduce -3.5% 12,055 $4.5M
Wellington Grp LLC 1.37% Add +12.4% 12,039 $4.5M
Hamilton Capital, LLC 0.23% Reduce -8.4% 12,025 $4.5M
Conscious Wealth Investments, LLC 2.48% Add +5.9% 10,828 $4.5M
One Wealth Management Investment & Advisory Services, LLC 5.36% Reduce -2.2% 12,010 $4.4M
Liberty Square Wealth Partners LLC 1.24% Reduce -0.8% 12,007 $4.4M
WT Wealth Management 1.32% Reduce -36.1% 12,004 $4.4M
Barings LLC 0.07% Reduce -11.8% 11,998 $4.4M
Seven Mile Advisory 3.20% Reduce -46.7% 11,991 $4.4M
Private Harbour Investment Management & Counsel, LLC 4.87% Add +11.7% 11,990 $4.4M
Todd Asset Management LLC 0.09% No change 11,983 $4.4M
Crusonia Wealth Advisors LLC 0.92% Add +7.6% 11,977 $4.4M
Benchmark Financial Wealth Advisors, LLC 1.23% Add +5.9% 11,950 $4.4M
Southland Equity Partners LLC 0.86% Add +7.5% 11,948 $4.4M
Investment Advisory Group, LLC 1.12% Add +2.6% 11,944 $4.4M
Longfellow Investment Management Co. LLC 0.92% Add +20144.1% 11,944 $4.4M
Wealthspire Retirement, LLC 0.26% Reduce -0.1% 11,931 $4.4M
Menard Financial Group LLC 3.08% Add +1.3% 11,912 $4.4M
Lakeridge Wealth Management LLC 1.90% Reduce -1.4% 11,911 $4.4M
55 North Private Wealth, LLC 1.13% Reduce -13.9% 11,906 $4.4M
Castle Wealth Management LLC 1.43% Add +12.0% 11,905 $4.4M
Fiduciary Financial Group, LLC 0.58% Add +12.8% 11,844 $4.4M
Signature Wealth Management Partners, LLC 2.20% Add +4.1% 11,833 $4.4M
Conway Capital Management, Inc. 2.05% Reduce -1.1% 11,820 $4.4M
Uniting Wealth Partners, LLC 0.93% Reduce -17.1% 11,818 $4.4M
GraniteShares Advisors LLC 3.15% Add +2.2% 11,811 $4.4M
JM2 Capital Inc. 3.62% Add +5.5% 11,802 $4.4M
Pine Harbor Wealth Management, LLC 1.31% Reduce -3.0% 11,801 $4.4M
RW Investment Management LLC 0.42% — 11,795 $4.4M
Investment Research Partners LLC 1.77% Reduce -0.2% 11,779 $4.4M
CrossGen Wealth, LLC 3.83% Reduce -1.4% 11,770 $4.4M
Regency Capital Management Inc.\DE 1.95% Reduce -24.1% 11,767 $4.4M
Jefferies Financial Group Inc. 0.06% Reduce -95.7% 11,759 $4.4M
Gallagher Capital Advisors, LLC 2.93% Reduce -2.3% 11,746 $4.3M
Bluedoor Private Wealth, LLC 2.01% Add +3.0% 11,737 $4.3M
TMB Capital Partners, LLC 1.46% Reduce -1.4% 11,718 $4.3M
Gables Capital Management Inc. 1.83% Add +6.8% 11,698 $4.3M
Wittenberg Investment Management, Inc. 1.62% No change 11,695 $4.3M
Vision Retirement, LLC 1.23% Reduce -0.1% 11,694 $4.3M
Sunbeam Capital Management, LLC 2.48% Add +1.9% 11,693 $4.3M
Peoples Bank 4.35% Reduce -0.4% 11,672 $4.3M
Mountain Pacific Investment Advisers LLC 0.74% Reduce -3.2% 11,669 $4.3M
B.O.S.S. Retirement Advisors, LLC 1.32% Reduce -5.4% 11,661 $4.3M
Invst, LLC 0.49% Reduce -9.9% 11,655 $4.3M
Arbor Trust Wealth Advisors, LLC 1.90% Reduce -6.0% 11,654 $4.3M
Summit Wealth & Retirement Planning, Inc. 1.02% Add +4.8% 11,603 $4.3M
Fjell Capital, LLC 3.30% Add +4.4% 11,591 $4.3M
EdgeRock Capital LLC 1.16% Add +1.9% 11,554 $4.3M
Arch Global Advisors, LLC 2.23% — 11,563 $4.3M
Robinswood Financial LLC 1.35% Reduce -0.2% 11,559 $4.3M
Hubbell Strickland Wealth Management, LLC 1.70% Reduce -5.3% 11,556 $4.3M
Alta Wealth Advisors LLC 1.39% Reduce -4.9% 11,539 $4.3M
Creative Financial Designs Inc. 0.26% Add +2.6% 11,524 $4.3M
Financial Advisory Partners, LLC 1.21% Add +0.6% 11,520 $4.3M
Bingham Private Wealth, LLC 3.38% Reduce -32.3% 11,514 $4.3M
Blue Sky Capital Consultants Group, Inc. 2.03% Reduce -3.8% 11,511 $4.3M
KP Management LLC 1.22% Reduce -56.6% 11,500 $4.3M
J. Goldman & Co LP 0.20% Reduce -92.7% 11,499 $4.3M
Successful Portfolios LLC 2.35% Reduce -5.0% 11,657 $4.3M
Graves Light Lenhart Wealth, Inc. 0.44% Reduce -1.5% 11,453 $4.2M
Insight Inv LLC 2.32% Add +15.9% 11,453 $4.2M
Virtue Asset Management LLC 3.46% Reduce -0.5% 11,453 $4.2M
Hamrick Investment Counsel, llc 2.35% Add +70.5% 11,451 $4.2M
Cogent Private Wealth, Inc. 3.06% Add +1.0% 11,450 $4.2M
Sicart Associates LLC 1.09% Add +920.5% 11,450 $4.2M
Novak & Powell Financial Services, Inc. 2.28% Reduce -1.8% 11,442 $4.2M
Vista Investment Partners LLC 1.12% Add +0.4% 11,441 $4.2M
Northwest Wealth Advisors, LLC 3.02% Reduce -0.9% 11,424 $4.2M
Perkins Capital Management Inc. 3.96% Reduce -6.5% 11,415 $4.2M
Crescent Sterling, Ltd. 4.08% Add +3.5% 11,378 $4.2M
Cladis Investment Advisory, LLC 2.32% Add +2.5% 11,373 $4.2M
Bolthouse Investments, LLC 3.80% No change 11,365 $4.2M
Point Windward Advisors Inc. 2.13% Add +6.5% 11,360 $4.2M
Secured Retirement Advisors, LLC 2.38% Reduce -21.6% 11,355 $4.2M
Cahill Financial Advisors Inc. 0.45% Add +0.5% 11,339 $4.2M
Ameliora Wealth Management Ltd. 1.34% Reduce -5.0% 11,337 $4.2M
MeadowBrook Investment Advisors LLC 3.78% Add +2.4% 11,331 $4.2M
Proathlete Wealth Management LLC 1.16% Reduce -2.8% 11,325 $4.2M
Wick Capital Partners, LLC 0.76% Add +78.2% 11,311 $4.2M
Ascentis Wealth Management, LLC 0.89% Add +3.6% 11,307 $4.2M
Kapstone Financial Advisors LLC 2.05% Add +5.1% 11,298 $4.2M
Steadtrust LLC 2.37% Reduce -0.5% 11,290 $4.2M
Whelan Financial 1.30% Reduce -0.8% 11,288 $4.2M
Hoxton Planning & Management, LLC 1.25% Reduce -1.5% 11,284 $4.2M
Tsfg, LLC 0.63% Add +4.2% 11,264 $4.2M
Emprise Bank 1.67% Reduce -2.9% 11,264 $4.2M
Taylor Hoffman Capital Management LLC 1.28% Reduce -2.4% 11,255 $4.2M
Clarity Wealth Advisors, LLC 0.86% Add +5.6% 11,242 $4.2M
Samalin Investment Counsel, LLC 1.48% Reduce -14.4% 11,241 $4.2M
One Day In July LLC 0.33% Add +3.2% 11,230 $4.2M
Avantra Family Wealth, Inc. 3.09% Add +3.1% 11,228 $4.2M
Jackson Thornton Wealth Management, LLC 0.37% Add +36.0% 11,200 $4.2M
Vista Cima Wealth Management LLC 4.10% Add +0.4% 11,221 $4.2M
Independent Wealth Network Inc. 1.24% Add +14.2% 11,217 $4.2M
Murphy Pohlad Asset Management LLC 1.49% Add +0.3% 11,214 $4.2M
PDT Partners, LLC 0.25% New 11,200 $4.1M
Meadow Creek Wealth Advisors LLC 2.68% Reduce -8.8% 11,176 $4.1M
Aberdeen Wealth Management LLC 1.88% Reduce -2.2% 11,170 $4.1M
Aire Advisors, LLC 0.76% Add +3.9% 11,167 $4.1M
Atom Investors LP 0.30% Add +14.6% 11,167 $4.1M
Viewpoint Investment Partners Corp. 1.91% Reduce -1.3% 10,657 $4.1M
Stillwater Wealth Management Group 2.55% Add +4.2% 11,161 $4.1M
Pennington Partners & Co., LLC 1.41% Add +90.3% 11,160 $4.1M
Skylands Capital, LLC 0.54% Add +1629.5% 11,155 $4.1M
a16z Perennial Management, L.P. 0.34% No change 11,151 $4.1M
Woodward Diversified Capital, LLC 1.88% Add +4.7% 9,760 $4.1M
Goldstone Financial Group, LLC 0.45% Reduce -4.0% 11,145 $4.1M
Balentine LLC 0.17% Add +0.3% 11,132 $4.1M
Five Oceans Advisors 1.49% Reduce -2.1% 11,127 $4.1M
Altshuler Shaham Ltd 0.08% Reduce -98.4% 11,123 $4.1M
Legacy Capital Wealth Management, LLC 2.40% Add +65.4% 11,113 $4.1M
Proffitt & Goodson Inc. 0.64% Reduce -0.4% 11,111 $4.1M
North Ridge Wealth Advisors, Inc. 2.31% Reduce -5.7% 11,105 $4.1M
West Paces Advisors Inc. 0.80% Reduce -1.8% 11,104 $4.1M
Rational Advisors, Inc. 0.45% Reduce -8.8% 11,097 $4.1M
Bigelow Investment Advisors, LLC 1.64% Add +0.1% 11,096 $4.1M
Rialto Wealth Management, LLC 0.92% Add +3.2% 11,085 $4.1M
Cahaba Wealth Management, Inc. 0.28% Reduce -0.2% 11,077 $4.1M
Ellenbecker Investment Group 0.55% Add +1.5% 11,065 $4.1M
Terra Nova Asset Management LLC 3.03% Reduce -4.4% 11,065 $4.1M
Autumn Glory Partners, LLC 1.50% Reduce -39.5% 11,049 $4.1M
Libra Wealth LLC 1.15% Reduce -0.2% 11,047 $4.1M
Sulzberger Capital Advisors, Inc. 4.17% Reduce -1.6% 11,045 $4.1M
Family Capital Trust Co 1.48% Add +11.0% 11,042 $4.1M
Bullseye Investment Management, LLC 2.20% Reduce -0.4% 11,035 $4.1M
Chiron Capital Management, LLC 4.18% — 11,026 $4.1M
TCFG Wealth Management, LLC 1.53% Add +10.5% 11,016 $4.1M
TCFG Investment Advisors, LLC 1.53% — 11,016 $4.1M
Taylor & Morgan Wealth Management, LLC 2.32% Reduce -2.1% 11,002 $4.1M
Corps Capital Advisors, LLC 3.54% Add +11.8% 11,002 $4.1M
Richard P Slaughter Associates Inc 0.88% Reduce -45.9% 10,995 $4.1M
Curtis Advisory Group, LLC 0.88% Add +11.6% 10,978 $4.1M
Bullock Wealth Management Group 2.04% Reduce -1.5% 10,994 $4.1M
Betterment LLC 0.01% Add +35.1% 10,966 $4.1M
Heritage Family Offices, LLP 1.80% Add +19.2% 10,958 $4.1M
Access Financial Services, Inc. 1.44% Add +3.9% 10,951 $4.1M
Ellis Investment Partners, LLC 0.70% Add +8.7% 10,948 $4.1M
Advus Financial Partners, LLC 1.01% Add +7.7% 10,941 $4.0M
Rydar Equities, Inc. 3.13% Add +0.9% 10,924 $4.0M
Affiance Financial, LLC 0.66% Reduce -1.6% 10,933 $4.0M
Horizon Wealth Management, LLC 0.59% Add +1.5% 10,931 $4.0M
Cacti Asset Management LLC 0.25% No change 10,930 $4.0M
U S Wealth Group, Llc. 2.73% Reduce -1.1% 10,928 $4.0M
Unique Wealth Strategies, LLC 1.66% Reduce -1.6% 10,928 $4.0M
Spahn Wealth & Retirement LLC 5.14% No change 10,917 $4.0M
Brendel Financial Advisors LLC 2.00% Add +20.3% 10,913 $4.0M
Up Strategic Wealth Investment Advisors LLC 2.54% Add +11.3% 9,581 $4.0M
Orion Capital Management LLC 1.39% Add +0.2% 10,883 $4.0M
Brookmont Capital Management 2.25% Add +4.6% 10,872 $4.0M
Ritter Daniher Financial Advisory LLC / DE 0.68% Add +1.3% 10,869 $4.0M
Ti-Trust, Inc. 2.39% No change 10,865 $4.0M
Hara Capital LLC 2.00% Add +99.5% 10,854 $4.0M
Veracity Capital LLC 1.44% Reduce -24.9% 10,853 $4.0M
Marest Capital, LLC 2.32% Reduce -15.8% 10,845 $4.0M
Syntax Research, Inc. 2.55% Add +58.1% 10,842 $4.0M
Arcataur Capital Management LLC 1.12% Add +2.5% 10,832 $4.0M
Hillman Capital Management, Inc. 2.78% Add +2.3% 10,828 $4.0M
Hobart Private Capital, LLC 0.79% Reduce -20.7% 10,815 $4.0M
Blue Bell Private Wealth Management, LLC 0.58% Add +16.0% 10,813 $4.0M
Delphi Financial Group, Inc. 1.82% No change 10,800 $4.0M
Lawood & Co. 3.70% Reduce -0.8% 10,777 $4.0M
Kane Investment Management, Inc. 2.05% Reduce -9.3% 10,833 $4.0M
Argyle Capital Partners, LLC 2.87% Add +14.7% 10,766 $4.0M
Goldstein Advisors, LLC 0.44% Add +8.7% 10,766 $4.0M
Benchmark Investment Advisors LLC 2.32% — 10,761 $4.0M
Quad-Cities Investment Group, LLC 1.58% Reduce -3.7% 10,736 $4.0M
Westview Management dba Westview Investment Advisors 2.07% Add +1.3% 10,735 $4.0M
bLong Financial, LLC 3.00% Add +0.1% 10,732 $4.0M
Elevation Wealth Management LLC 3.65% Add +75.6% 10,732 $4.0M
Financial Council, LLC 1.53% Add +0.1% 10,724 $4.0M
Wealth Quarterback LLC 1.56% Add +7.0% 10,723 $4.0M
Mendel Capital Management LLC 1.99% — 10,705 $4.0M
Impact Partnership Wealth, LLC 0.49% Add +19.8% 10,704 $4.0M
Provenance Wealth Advisors, LLC 0.42% Add +0.0% 10,702 $4.0M
17 Capital Partners, LLC 2.04% Add +2.3% 10,675 $4.0M
First Dallas Securities Inc. 1.46% Reduce -34.6% 10,672 $4.0M
Bosman Wealth Management, LLC 3.48% Add +4.9% 10,671 $4.0M
Total Clarity Wealth Management, Inc. 0.93% Reduce -1.7% 10,659 $3.9M
Centurion Wealth Management LLC 0.89% Reduce -34.0% 10,656 $3.9M
Black Diamond Financial, LLC 0.43% Add +3.2% 10,641 $3.9M
Green Ridge Wealth Planning LLC 2.07% Add +2.4% 10,626 $3.9M
Dunhill Financial, LLC 0.93% Add +1.1% 10,619 $3.9M
Morgens Waterfall Vintiadis & Co. Inc. 4.83% No change 10,600 $3.9M
Index Fund Advisors, Inc. 0.18% Add +16.6% 10,600 $3.9M
CLG LLC 0.97% Add +0.1% 10,578 $3.9M
Financial Solutions Advisory Group, Inc. 0.54% — 10,576 $3.9M
Precedent Wealth Partners, LLC 0.78% Add +2.0% 10,570 $3.9M
Dudley & Shanley, Inc. 0.64% No change 10,569 $3.9M
Matauro, LLC 0.57% Add +8.5% 10,565 $3.9M
Granite Islands Private Wealth, LLC 3.59% Add +10.4% 10,569 $3.9M
Lansing Street Advisors 0.98% Add +15.1% 10,529 $3.9M
Keynote Financial Services LLC 2.09% Add +4.6% 10,519 $3.9M
New World Advisors LLC 0.68% Reduce -23.8% 10,516 $3.9M
Ridge Creek Global, Inc 3.30% Reduce -1.3% 10,514 $3.9M
James J. Burns & Company, LLC 0.53% Reduce -34.6% 10,512 $3.9M
Wealth Group, Ltd. 3.63% Add +3.5% 10,506 $3.9M
Alessandra Capital Management, LLC 3.31% Add +24.1% 10,503 $3.9M
Beacon Capital Management, LLC 0.69% Add +2.2% 10,491 $3.9M
Boreal Capital Management LLC 3.76% Add +33.2% 10,489 $3.9M
Ariadne Wealth Management, LP 1.74% Add +17.8% 10,481 $3.9M
Garton & Associates Financial Advisors LLC 3.17% Add +10.3% 10,479 $3.9M
AGH Wealth Advisors, LLC 2.85% No change 10,465 $3.9M
Marshall Financial Group, LLC 0.62% Add +0.5% 10,460 $3.9M
Gordian Advisors LLC 2.58% Reduce -0.1% 10,455 $3.9M
Opes Wealth Management LLC 0.66% Reduce -0.3% 10,452 $3.9M
Lumbard & Kellner, LLC 1.34% No change 10,451 $3.9M
Great Point Wealth Advisors, LLC 0.71% Reduce -0.2% 10,448 $3.9M
Accuvest Global Advisors 3.60% Reduce -2.7% 10,431 $3.9M
Outlook Wealth Advisors, LLC 0.93% Reduce -1.2% 10,427 $3.9M
National Wealth Management Group, LLC 1.43% Reduce -5.6% 10,389 $3.8M
Legacy Financial Strategies, LLC 0.69% Add +4.3% 10,388 $3.8M
Alan B Lancz & Associates, Inc. 3.72% Reduce -5.7% 10,363 $3.8M
AXS Investments LLC 1.55% Reduce -5.3% 10,354 $3.8M
Swisher Financial Concepts, Inc. 2.14% Add +5.1% 10,349 $3.8M
Prostatis Group LLC 0.98% Add +10.3% 10,345 $3.8M
Integrated Financial Solutions, Inc. 2.66% Add +12.9% 10,341 $3.8M
Luts & Greenleigh Group, Inc. 3.03% Reduce -6.4% 10,340 $3.8M
Birch Financial Group, LLC 2.23% Add +7.7% 10,328 $3.8M
Strategic Family Wealth Counselors, L.L.C. 1.00% Reduce -41.1% 10,325 $3.8M
Baring Financial LLC 2.34% Add +8.5% 10,321 $3.8M
Capital Management Associates, Inc 0.86% Add +4.4% 10,315 $3.8M
Charter Oak Capital Management, LLC 0.30% Add +2.4% 10,307 $3.8M
Port Capital LLC 0.17% Reduce -8.4% 10,297 $3.8M
Patrick M Sweeney & Associates, Inc. 2.44% Add +0.1% 10,296 $3.8M
Oak Grove Capital LLC 0.65% Add +27.1% 10,296 $3.8M
Seamount Financial Group Inc. 1.72% Add +12.9% 10,281 $3.8M
Smith Shellnut Wilson LLC 1.67% Reduce -4.7% 10,281 $3.8M
Rogco, LP 1.27% Reduce -5.3% 10,278 $3.8M
Catalina Capital Group, LLC 2.32% Add +23.6% 10,235 $3.8M
S Harris Financial Group, LLC 3.45% Reduce -2.5% 10,232 $3.8M
Spectrum Asset Management, Inc. (NB/CA) 1.20% Reduce -15.1% 10,224 $3.8M
GEM Asset Management, LLC 1.67% Reduce -8.1% 10,200 $3.8M
Gould Capital, LLC 2.28% Add +1.0% 10,194 $3.8M
Legacy Wealth Advisors, LLC 1.93% Add +28.8% 10,192 $3.8M
Cascade Investment Advisors, Inc. 2.23% Add +3.3% 10,182 $3.8M
Lighthouse Financial LLC 2.27% Add +44.9% 10,177 $3.8M
One River Asset Management, LLC 12.82% Reduce -65.7% 10,173 $3.8M
Blueprint Investment Partners LLC 0.38% Reduce -53.1% 10,172 $3.8M
Fortune Financial Advisors, LLC 1.92% Add +39.8% 10,166 $3.8M
Quantum Portfolio Management LLC 1.64% Add +3.9% 10,163 $3.8M
Hill Island Financial LLC 0.91% Reduce -11.3% 10,157 $3.8M
Uhlmann Price Securities, LLC 0.25% Add +234.6% 10,101 $3.8M
Crew Capital Management, Ltd 2.49% Reduce -0.6% 10,138 $3.8M
Davis Investment Partners, LLC 1.32% Reduce -5.4% 10,101 $3.7M
Brady Martz Wealth Solutions, LLC 0.64% Add +47.3% 10,098 $3.7M
Riggs Asset Managment Co. Inc. 0.77% Reduce -22.0% 10,094 $3.7M
Clark Financial Services Group Inc. 2.06% Add +2.1% 10,075 $3.7M
Vienna Asset Management LLC 2.95% Add +77.9% 10,073 $3.7M
Kelly Financial Group LLC 0.94% Add +0.1% 10,107 $3.7M
TradeWell Securities, LLC. 1.57% Add +32.7% 10,154 $3.7M
Genus Capital Management Inc. 0.43% Reduce -53.6% 10,067 $3.7M
Beirne Wealth Consulting Services, LLC 1.05% Reduce -1.2% 10,039 $3.7M
Tsai Capital Corp 2.76% Add +3.2% 10,037 $3.7M
Point Break Capital Management, LLC 4.22% Reduce -24.1% 10,032 $3.7M
Midwest Financial Group LLC 1.58% Add +9.2% 10,023 $3.7M
Miura Global Management, LLC 19.84% Reduce -50.0% 10,000 $3.7M
Ivy Lane Capital Management, LLC 5.60% Reduce -50.0% 10,000 $3.7M
Shay Capital LLC 0.53% Reduce -82.0% 10,000 $3.7M
Threadgill Financial, LLC 1.08% Reduce -11.1% 9,997 $3.7M
Elm3 Financial Group, LLC 3.12% Reduce -1.4% 9,979 $3.7M
Eagle Bluffs Wealth Management LLC 1.44% Add +4.7% 9,954 $3.7M
Legacy Capital Wealth Partners, LLC 0.76% Add +4.3% 9,954 $3.7M
West Wealth Group, LLC 0.73% Add +2.4% 9,951 $3.7M
Sageworth Trust Co 0.16% Add +90.2% 9,940 $3.7M
Exchange Bank 2.55% Add +0.0% 9,936 $3.7M
Torrey Growth & Income Advisors 1.54% Reduce -2.4% 10,027 $3.7M
LifeWealth Investments, LLC 1.10% Reduce -1.2% 9,929 $3.7M
Cfo Capital Management LLC 3.02% Add +9.8% 9,961 $3.7M
Northwest Wealth Management, LLC 0.55% Add +2.4% 9,912 $3.7M
NWM Advisors, LLC 3.34% Add +6.9% 9,908 $3.7M
Aull & Monroe Investment Management Corp 1.71% Add +0.1% 9,893 $3.7M
Alliance Wealth Advisors, LLC 1.73% Add +5.6% 9,891 $3.7M
Guardian Investment Management 2.89% Reduce -1.0% 9,844 $3.7M
Retirement Planning Co of New England, Inc. 1.49% Add +2.1% 9,882 $3.7M
Estate Planners Group, LLC 1.76% Add +4.5% 9,877 $3.7M
DMC Group, LLC 2.47% Reduce -0.7% 9,864 $3.7M
Detalus Advisors, LLC 0.83% Reduce -0.4% 9,863 $3.7M
PAX Financial Group, LLC 0.62% Add +8.5% 9,855 $3.6M
D.B. Root & Company, LLC 0.87% Reduce -2.6% 9,840 $3.6M
Montis Financial, LLC 0.75% Reduce -5.9% 9,834 $3.6M
Indiana Trust & Investment Management Co 1.12% Reduce -4.4% 9,823 $3.6M
Advance Capital Management, Inc. 0.14% Add +2.5% 9,805 $3.6M
Atala Financial Inc 2.44% Add +2.4% 9,776 $3.6M
Hikari Tsushin, Inc. 0.25% Reduce -4.8% 9,794 $3.6M
Catalyst Capital Advisors LLC 0.07% Reduce -17.7% 9,789 $3.6M
Riversedge Advisors, LLC 0.59% Reduce -10.6% 9,787 $3.6M
GLR Partners, LLC 1.98% — 9,779 $3.6M
Rockingstone Advisors LLC 1.66% Reduce -0.2% 9,777 $3.6M
Riverbend Wealth Management, LLC 2.25% Add +12.1% 9,767 $3.6M
Milestone Asset Management, LLC 0.67% Reduce -57.7% 9,764 $3.6M
Steel Grove Capital Advisors, LLC 0.38% Add +3.3% 9,756 $3.6M
Paradigm Asset Management Co. LLC 0.85% No change 9,750 $3.6M
Cross Staff Investments Inc 1.83% Add +2.2% 9,748 $3.6M
Massachusetts Wealth Management 1.56% Add +1.2% 9,739 $3.6M
Flaharty Asset Management, LLC 0.45% Reduce -11.8% 9,735 $3.6M
Rbo & Co. LLC 0.58% No change 9,735 $3.6M
Garrett Wealth Advisory Group, LLC 0.64% Add +47.1% 9,733 $3.6M
HMS Capital Management, LLC 1.39% Reduce -13.6% 9,731 $3.6M
Camarda Financial Advisors, LLC 1.90% Add +18.8% 9,730 $3.6M
Satovsky Asset Management LLC 0.63% Add +0.3% 9,714 $3.6M
Asset Advisory Group, Inc. 1.80% Add +4.0% 9,712 $3.6M
Wall Street Financial Group, Inc. 2.13% Reduce -12.7% 9,709 $3.6M
M.D. Sass, LLC 0.27% Add +9.4% 9,708 $3.6M
Petros Family Wealth, LLC 2.56% Reduce -11.7% 9,703 $3.6M
Bellwether Advisors, LLC 0.61% Reduce -4.7% 9,700 $3.6M
Planning Alternatives Ltd. 0.46% Add +7.0% 9,691 $3.6M
CenterStar Asset Management, LLC 3.46% Add +456.7% 9,687 $3.6M
Fairscale Capital, LLC 2.48% Add +1.2% 9,669 $3.6M
Pacific Asset Management, LLC 2.00% Reduce -1.1% 9,669 $3.6M
Maridea Wealth Management LLC 0.52% Reduce -33.4% 9,657 $3.6M
Cim, LLC 0.52% Reduce -28.1% 9,653 $3.6M
Richard W. Paul & Associates, LLC 1.20% Add +3.2% 9,649 $3.6M
Gilbert & Cook, Inc. 0.46% Add +3.4% 9,644 $3.6M
Heartwood Wealth Advisors LLC 0.31% Reduce -3.0% 9,634 $3.6M
Phillips Wealth Planners LLC 2.69% Add +15.1% 8,640 $3.6M
Firethorn Wealth Partners, LLC 1.31% Add +2.0% 9,624 $3.6M
Clarkston Capital Partners, LLC 0.27% Reduce -90.2% 9,611 $3.6M
Centennial Bank 1.28% Reduce -1.1% 9,610 $3.6M
Owen LaRue, LLC 1.37% Reduce -27.8% 9,608 $3.6M
Signet Private Wealth LLC 3.38% Add +2.9% 9,565 $3.5M
Farrell Financial LLC 2.11% Add +7.3% 9,558 $3.5M
Well Done, LLC 0.52% Reduce -5.0% 9,558 $3.5M
Ascension Capital Advisors, Inc. 1.11% Add +84.3% 9,549 $3.5M
Carr Financial Group Corp 0.93% Reduce -4.9% 9,531 $3.5M
Ameriflex Group, Inc. 1.79% Add +17.6% 9,529 $3.5M
Front Street Capital Management, Inc. 0.47% Add +2.4% 9,529 $3.5M
Guerra Pan Advisors, LLC 2.18% Add +2.0% 9,514 $3.5M
Everest Private Wealth 1.78% Add +3.7% 9,504 $3.5M
Renaissance Technologies 0.01% Reduce -98.6% 9,485 $3.5M
Tortoise Investment Management, LLC 0.29% Reduce -0.8% 9,498 $3.5M
Accel Wealth Management 0.92% Reduce -1.2% 9,495 $3.5M
Fosun International Ltd 0.96% Add +140.3% 9,491 $3.5M
Cora Capital Advisors LLC 1.16% Add +3.2% 9,487 $3.5M
Davidson Kahn Capital Management, LLC 1.87% Add +1.4% 9,485 $3.5M
Ticino Wealth 1.22% Reduce -0.1% 8,746 $3.5M
CDM Financial Counseling Services, Inc. 3.36% Add +6.8% 9,480 $3.5M
CKW Financial Group 0.38% Reduce -1.0% 9,495 $3.5M
EJMK Ventures LLC 1.96% Reduce -14.7% 9,469 $3.5M
Willis Johnson & Associates, Inc. 0.20% Add +2.1% 9,465 $3.5M
Monte Financial Group, LLC 1.24% Add +11.7% 9,454 $3.5M
Lodestar Private Asset Management LLC 0.34% Add +1.0% 9,451 $3.5M
New Covenant Trust Company, N.A. 3.12% Add +11.8% 9,450 $3.5M
Elmwood Wealth Management, Inc. 0.97% Add +14.4% 9,446 $3.5M
Affinity Investment Advisors, LLC 2.19% Reduce -25.3% 9,441 $3.5M
Wulff, Hansen & Co. 3.56% Add +2.3% 9,415 $3.5M
LongView Wealth Management 0.87% Reduce -2.8% 8,849 $3.5M
Salvus Wealth Management, LLC 2.02% Add +0.9% 9,382 $3.5M
William Mack & Associates, Inc. 1.99% Reduce -7.4% 9,381 $3.5M
DB&C Advisors, LLC 4.51% Add +4.2% 9,380 $3.5M
Mainsail Financial Group, LLC 1.45% Reduce -0.6% 9,379 $3.5M
Medallion Wealth Advisors, LLC 1.13% Add +11.9% 9,376 $3.5M
Hexagon Capital Partners LLC 0.51% New 9,370 $3.5M
Invenio Wealth Partners LLC 1.38% Reduce -5.4% 9,361 $3.5M
Mascagni Wealth Management, Inc. 2.47% Add +6.5% 9,355 $3.5M
Prentice Wealth Management LLC 0.78% Reduce -1.3% 9,355 $3.5M
S&T Bank 1.29% Reduce -7.5% 9,337 $3.5M
Game Creek Capital, LP 1.33% Reduce -2.3% 9,325 $3.5M
Brucke Financial, Inc. 1.75% Add +8.6% 9,324 $3.5M
Broyhill Asset Management, LLC 3.38% Add +88.8% 9,310 $3.4M
Elwood & Goetz Wealth Advisory Group, LLC 0.58% Add +0.4% 9,303 $3.4M
American Institute for Advanced Investment Management, LLP 2.23% Add +1.7% 9,299 $3.4M
First Bancorp, Inc 1.71% Reduce -2.3% 9,291 $3.4M
Lynx Investment Advisory 1.64% Reduce -10.9% 9,284 $3.4M
Valtinson Bruner Financial Planning LLC 0.94% Add +2.4% 9,263 $3.4M
Aldebaran Financial Inc. 3.25% Add +3.6% 9,257 $3.4M
Verity Asset Management, Inc. 1.44% Add +18.3% 9,243 $3.4M
Wealth Intelligence, LLC 1.65% Add +11.1% 9,243 $3.4M
City National Bank of Florida 2.04% Add +27.3% 9,231 $3.4M
Dougherty & Associates, LLC 3.14% Add +43.0% 9,225 $3.4M
McElhenny Sheffield Capital Management, LLC 0.85% Add +5.2% 9,218 $3.4M
St. Nicholas Private Asset Management, Inc. 3.19% Add +5.8% 9,214 $3.4M
VELA Investment Management, LLC 0.88% Add +26.6% 9,199 $3.4M
Patriot Investment Management Group, Inc. 0.22% Reduce -1.9% 9,194 $3.4M
Willner & Heller, LLC 2.54% Add +6.7% 9,192 $3.4M
West Bancorporation Inc. 1.70% Reduce -0.7% 9,183 $3.4M
Unique Wealth, LLC 0.47% Reduce -32.4% 9,176 $3.4M
Seelaus Asset Management LLC 2.46% Add +18.2% 9,110 $3.4M
Blue Jean Financial LLC 2.79% Add +233.5% 9,138 $3.4M
Essential Investment Partners LLC 3.13% Add +6.7% 9,128 $3.4M
Legacy Bridge, LLC 1.29% Add +3.8% 9,124 $3.4M
Cadent Capital Advisors, LLC 0.89% Add +3.2% 9,115 $3.4M
Steinberganna Wealth Management 1.62% Add +0.1% 9,105 $3.4M
Pacific Point Advisors, LLC 1.78% Add +1.3% 9,100 $3.4M
Twin City Private Wealth, LLC 2.55% Add +19.9% 9,091 $3.4M
Emissary Wealth LLC 3.15% Add +3.0% 9,086 $3.4M
Boomfish Wealth Group, LLC 1.79% Add +3.2% 9,080 $3.4M
Provident Trust Co. 0.07% No change 9,072 $3.4M
Garner Asset Management Corp 1.31% Add +3.3% 9,044 $3.3M
Horst & Graben Wealth Management LLC 0.46% Add +16.3% 7,868 $3.3M
Northstar Financial Companies, Inc. 2.65% Reduce -8.0% 9,001 $3.3M
Timelo Investment Management Inc. 4.56% Add +80.0% 9,000 $3.3M
Laraway Financial Advisors Inc 2.34% Reduce -6.0% 8,996 $3.3M
Hidden Cove Wealth Management, LLC 2.14% Reduce -1.9% 8,989 $3.3M
Pullen Investment Management, LLC 1.67% Reduce -1.5% 8,987 $3.3M
Coyle Financial Counsel LLC 0.70% Add +8.4% 8,980 $3.3M
Morey & Quinn Wealth Partners, LLC 2.36% Add +5.5% 8,971 $3.3M
Sunburst Financial Group, LLC 0.64% Add +3.9% 8,962 $3.3M
HT Partners LLC 1.00% Add +0.0% 8,960 $3.3M
Old North State Wealth Management, LLC 1.53% Add +13.0% 8,915 $3.3M
Pointe Capital Management LLC 1.64% Reduce -3.0% 8,932 $3.3M
Fonville Wealth Management LLC 0.63% Reduce -4.3% 8,924 $3.3M
LJI Wealth Management, LLC 0.53% Add +2.0% 8,913 $3.3M
Seascape Capital Management 0.95% Add +6.1% 8,911 $3.3M
PKS Advisory Services, LLC 0.77% Reduce -1.3% 8,864 $3.3M
Opal Wealth Advisors, LLC 0.74% Reduce -5.3% 8,897 $3.3M
Generation Capital Management LLC 2.41% Reduce -0.6% 8,893 $3.3M
Verum Partners LLC 0.63% Add +9.0% 8,892 $3.3M
Fingerlakes Wealth Management, Inc. 2.18% Reduce -0.2% 8,891 $3.3M
Millington Financial Advisors, LLC 1.39% Add +2.3% 7,747 $3.3M
White Lighthouse Investment Management Inc. 0.46% Add +0.9% 8,884 $3.3M
Flagship Capital Management Inc. 2.41% Add +4.5% 8,871 $3.3M
SPWM Advisors LLC 2.85% Add +3.7% 8,050 $3.3M
Guild Investment Management, Inc. 2.34% Add +47.2% 8,864 $3.3M
Journey Retirement Planning & Investment Management LLC 2.89% Reduce -73.7% 8,863 $3.3M
Sterneck Capital Management, LLC 1.47% Reduce -0.1% 8,855 $3.3M
Forty-three Eighteen Advisors, LLC 2.47% No change 8,854 $3.3M
BigSur Wealth Management LLC 0.92% Add +11.3% 8,850 $3.3M
Values Added Financial LLC 1.38% Add +2.5% 8,848 $3.3M
Palisades Hudson Asset Management, L.P. 1.28% No change 8,844 $3.3M
Members Wealth LLC 1.95% Reduce -0.8% 7,558 $3.3M
Elevation Advisory Partners LLC 3.05% — 6,798 $3.3M
TD Capital Management LLC 0.29% Reduce -0.6% 8,821 $3.3M
Financial & Tax Architects, LLC 0.73% Add +8.6% 8,820 $3.3M
Cascade Wealth Advisors, Inc 1.43% Add +2.6% 7,858 $3.3M
Neo Ivy Capital Management 0.85% New 8,755 $3.2M
Baron Wealth Management LLC 0.97% Reduce -11.3% 8,753 $3.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.44% Add +8.2% 8,749 $3.2M
Islay Capital Management, LLC 1.65% Add +1.5% 8,745 $3.2M
FDx Advisors, Inc. 1.03% Reduce -2.9% 8,745 $3.2M
Hilton Head Capital Partners, LLC 1.82% Add +31.1% 8,734 $3.2M
Providence Financial Advisors, LLC 1.84% Reduce -2.4% 8,730 $3.2M
Ssa Swiss Advisors AG 1.50% No change 8,728 $3.2M
Talisman Wealth Advisors LLC 2.60% Reduce -1.3% 8,716 $3.2M
Blue Line Capital, LLC / IL 3.65% Add +20.1% 8,710 $3.2M
Foguth Wealth Management, LLC. 0.38% Reduce -0.6% 7,159 $3.2M
Koss-Olinger Consulting, LLC 0.27% Reduce -6.8% 8,698 $3.2M
Family Capital Management, Inc. 1.43% Add +8.1% 8,698 $3.2M
Mayport, LLC 0.60% Add +5.6% 8,686 $3.2M
Coston, McIsaac & Partners 0.73% Add +3.0% 8,685 $3.2M
Silver Grove Financial Group, Inc. 2.58% Add +3.6% 8,657 $3.2M
Johnson Bixby & Associates, LLC 0.40% Add +4.1% 8,653 $3.2M
Centennial Wealth Advisory LLC 0.78% Add +25.3% 8,648 $3.2M
PFW Advisors LLC 1.01% Reduce -10.3% 8,636 $3.2M
Milestone Asset Management Group, LLC 1.87% Add +1.2% 8,628 $3.2M
Westhampton Capital, LLC 1.49% Add +0.4% 8,623 $3.2M
Flatrock Wealth Partners LLC 1.43% Add +11.1% 8,612 $3.2M
Rise Advisors, LLC 1.12% Reduce -1.9% 8,626 $3.2M
Dba Trading, LLC 1.58% Add +91.1% 8,600 $3.2M
Financial Life Planners 2.44% Reduce -2.4% 8,600 $3.2M
Sanchez Levi Garrett 1.99% — 8,591 $3.2M
Encompass More Asset Management 0.54% Reduce -21.6% 8,581 $3.2M
Diversified Investment Strategies, LLC 2.02% Add +1.6% 8,557 $3.2M
Aerodigm Wealth, LLC 1.19% Reduce -9.6% 8,551 $3.2M
Three Seasons Wealth, LLC 1.21% Reduce -90.3% 8,541 $3.2M
Olistico Wealth, LLC 1.56% Add +10.8% 8,537 $3.2M
Alken Asset Management Ltd 68.81% New 8,800 $3.2M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 5.30% Reduce -2.9% 8,532 $3.2M
Syverson Strege & Co 0.76% Reduce -5.3% 8,527 $3.2M
IAM Advisory, LLC 0.71% Add +3.3% 8,524 $3.2M
Safeguard Investment Advisory Group, LLC 0.87% Add +4.4% 8,525 $3.2M
Whitford Management LLC 3.22% Reduce -38.8% 8,505 $3.1M
Teewinot Capital Advisers, L.L.C. 0.25% New 8,502 $3.1M
Axiom Investment Management LLC 2.39% — 8,493 $3.1M
Hunter Perkins Capital Management, LLC 0.74% Add +338.8% 8,491 $3.1M
Seneschal Advisors, LLC 2.33% Reduce -0.5% 8,480 $3.1M
Human Investing LLC 0.46% Add +5.1% 8,479 $3.1M
Smith Thornton Advisors LLC 1.58% Add +21.6% 8,468 $3.1M
Warren Street Wealth Advisors, LLC 0.80% Reduce -0.3% 8,453 $3.1M
Eagle Bay Advisors LLC 2.76% Reduce -19.4% 8,444 $3.1M
Burton Enright Welch 0.42% Add +2.7% 8,429 $3.1M
N.E.W. Advisory Services LLC 0.23% Add +10.8% 8,425 $3.1M
Challenger Wealth Management 2.49% Reduce -2.0% 8,417 $3.1M
Mosley Wealth Management 1.41% Reduce -8.2% 6,013 $3.1M
Oder Investment Management, LLC 2.39% Add +9.1% 8,405 $3.1M
Abound Wealth Management 0.71% Add +10.3% 8,400 $3.1M
Firestone Capital Management 0.65% Add +5.1% 8,391 $3.1M
Fermata Advisors, LLC 0.70% Add +31.1% 8,385 $3.1M
First National Bank Sioux Falls 0.85% Add +1.7% 7,384 $3.1M
Farrow Financial, Inc. 1.76% Add +3.2% 8,368 $3.1M
Private Client Services, LLC 0.93% Add +17.4% 8,359 $3.1M
Gould Asset Management LLC 0.54% Add +14.5% 8,352 $3.1M
Townsend & Associates, Inc 0.27% Reduce -4.0% 7,139 $3.1M
Twin Lakes Capital Management, LLC 1.41% Add +0.0% 8,347 $3.1M
International Private Wealth Advisors LLC 1.89% Add +30.7% 8,347 $3.1M
Intrinsic Value Partners, LLC 2.38% Reduce -2.7% 8,347 $3.1M
New Capital Management LP 0.76% Add +11.9% 8,340 $3.1M
Vines Capital Management, LLC 3.06% Add +2.5% 8,338 $3.1M
Pecaut & Co. 1.00% Reduce -22.1% 8,336 $3.1M
Triton Wealth Management, PLLC 1.14% Add +2.7% 8,274 $3.1M
TPG Advisors LLC 1.92% Add +2.4% 8,324 $3.1M
Washburn Capital Management, Inc. 1.79% Reduce -4.5% 8,317 $3.1M
MN Wealth Advisors, LLC 1.50% Add +49.7% 8,316 $3.1M
Tectonic Advisors LLC 0.16% Reduce -17.9% 8,313 $3.1M
MKT Advisors LLC 1.03% Reduce -3.9% 8,264 $3.1M
Balance Wealth Partners LLC 0.95% Add +1.8% 8,309 $3.1M
Strata Wealth Advisors, LLC 0.84% Reduce -15.8% 8,301 $3.1M
Rede Wealth, LLC 1.10% Add +0.2% 8,290 $3.1M
Trevian Wealth Management LLC 1.51% Reduce -1.0% 8,290 $3.1M
LSP Investment Advisors, LLC 2.23% No change 8,280 $3.1M
Rockbridge Investment Management, LCC 0.28% Add +1.0% 8,276 $3.1M
SJS Investment Consulting Inc. 0.37% Reduce -12.5% 8,271 $3.1M
Cannon Advisors, Inc. 2.27% Add +4.3% 8,268 $3.1M
Warwick Investment Management, Inc. 0.44% Reduce -2.0% 8,267 $3.1M
Argo Wealth Advisory, LLC 1.79% Add +1.7% 8,257 $3.1M
Verde Capital Management 0.65% Add +10.8% 8,249 $3.1M
Dixon Fnancial Services, Inc. 1.37% Reduce -0.7% 8,239 $3.0M
Richmond Investment Services, LLC 0.49% Add +7.2% 8,209 $3.0M
Bluebird Wealth Management LLC 3.11% Add +7.0% 8,210 $3.0M
Fca Corp. 0.86% Add +0.0% 8,203 $3.0M
Braeburn Wealth Management LLC 1.74% Reduce -7.3% 8,200 $3.0M
Symphony Financial Services, Inc. 1.55% Add +6.4% 8,165 $3.0M
Indie Asset Partners, LLC 3.44% Add +7.1% 8,164 $3.0M
Fielder Capital Group LLC 0.66% Add +15.3% 8,164 $3.0M
Paragon Financial Partners, Inc. 1.71% Add +0.1% 7,680 $3.0M
Aperture Investors, LLC 0.38% Reduce -46.9% 8,143 $3.0M
Oliver Luxxe Assets LLC 0.45% Reduce -0.8% 8,135 $3.0M
Morangie Management LLC 2.77% Reduce -0.4% 8,127 $3.0M
White Knight Strategic Wealth Advisors, LLC 2.53% Reduce -6.9% 8,124 $3.0M
Tactive Advisors, LLC 0.85% Add +14.8% 8,121 $3.0M
Saiph Capital, LLC 1.14% New 8,118 $3.0M
Gen-Wealth Partners Inc 0.95% Add +10.2% 8,115 $3.0M
Almanack Investment Partners, LLC. 0.51% Add +4.5% 8,113 $3.0M
First Citizens Financial Corp 1.41% Add +0.8% 8,091 $3.0M
Financial Consulate, Inc. 0.37% Reduce -2.8% 8,080 $3.0M
Sage Private Wealth Group, LLC 1.50% Add +12.9% 8,067 $3.0M
Park Edge Advisors, LLC 0.69% Add +1.8% 8,066 $3.0M
Ted Buchan & Co 1.08% Add +3.1% 8,056 $3.0M
Carson Advisory Inc. 1.55% Add +4.8% 8,055 $3.0M
Paces Ferry Wealth Advisors, LLC 1.24% Add +0.0% 8,039 $3.0M
BankPlus Wealth Management LLC 1.54% Add +11.9% 8,031 $3.0M
Monetta Financial Services Inc. 2.30% Reduce -30.4% 8,000 $3.0M
Motive Wealth Advisors 1.39% Reduce -1.5% 7,996 $3.0M
Ardsley Advisory Partners LP 0.45% Reduce -64.0% 8,000 $3.0M
Allium Financial Advisors, LLC 2.37% Reduce -1.3% 7,993 $3.0M
Cherry Tree Wealth Management, LLC 0.63% Add +0.1% 7,985 $3.0M
East Coast Asset Management, LLC. 0.97% Reduce -3.9% 7,984 $3.0M
Grace & White Inc. 0.53% No change 7,975 $3.0M
Halbert Hargrove Global Advisors, LLC 0.14% Reduce -5.7% 7,970 $3.0M
Nicholas Wealth, LLC. 2.04% Add +1.1% 7,969 $2.9M
Red Wave Investments LLC 0.88% No change 7,968 $2.9M
Haven Capital Group, Inc. 2.74% Add +0.7% 7,967 $2.9M
Avanda Investment Management Pte. Ltd. 4.67% Add +32.7% 7,960 $2.9M
Aua Capital Management, LLC 1.51% No change 7,959 $2.9M
BAM Wealth Management, LLC 2.20% Add +4.0% 7,949 $2.9M
Kaizen Financial Strategies 1.25% Reduce -7.0% 6,998 $2.9M
Silvia McColl Wealth Management, LLC 1.94% Reduce -0.0% 7,943 $2.9M
Fiducient Advisors LLC 0.38% Reduce -12.0% 7,940 $2.9M
Sutton Place Investors LLC 1.60% Add +2.9% 7,925 $2.9M
LeConte Wealth Management, LLC 1.89% Reduce -15.4% 7,915 $2.9M
Katamaran Capital LLP 2.61% Reduce -62.9% 7,907 $2.9M
Sanchez Gaunt Capital Management, LLC 1.83% — 7,902 $2.9M
Grange Capital, LLC 2.91% Add +2.4% 7,889 $2.9M
Advisor Resource Council 1.15% Add +11.4% 7,885 $2.9M
Phillips Financial Management, LLC 0.21% Reduce -6.8% 7,885 $2.9M
Canandaigua National Trust Co of Florida 2.34% Reduce -17.6% 7,884 $2.9M
OneAscent Family Office, LLC 2.04% Add +11.0% 7,883 $2.9M
Walled Lake Planning & Wealth Management, LLC 0.86% Add +14.4% 7,883 $2.9M
August Group Capital Ltd 3.39% Reduce -2.9% 7,882 $2.9M
Silverleafe Capital Partners, LLC 0.88% Reduce -8.1% 7,875 $2.9M
Rinkey Investments 0.74% Reduce -2.9% 7,862 $2.9M
Minot DeBlois Advisors LLC 2.64% Add +4.5% 7,862 $2.9M
Droms Strauss Advisors Inc. /Mo/ 0.76% Add +0.8% 7,859 $2.9M
Evergreen Wealth Management, LLC 1.50% Add +12.6% 7,849 $2.9M
Aletheian Wealth Advisors LLC 1.41% — 7,831 $2.9M
Northern Capital Management, Inc. 1.45% Add +0.7% 7,820 $2.9M
Legacy Financial Group LLC 0.36% Reduce -0.4% 7,803 $2.9M
Mascoma Wealth Management LLC 0.60% Reduce -3.6% 7,799 $2.9M
WealthCare Investment Partners, LLC 0.80% Add +2.6% 7,779 $2.9M
NorthStar Asset Management LLC 1.39% Reduce -1.3% 7,792 $2.9M
Latko Wealth Management, Ltd. 1.41% Add +514.8% 7,790 $2.9M
Fidelity D & D Bancorp Inc. 1.15% Reduce -0.7% 7,779 $2.9M
Tableaux LLC 1.39% Add +122.5% 7,777 $2.9M
Piedmont Capital Management, LLC 1.92% Add +2.2% 7,760 $2.9M
Wilson & Boucher Capital Management, LLC 1.91% Reduce -1.4% 7,760 $2.9M
Kohmann Bosshard Financial Services, LLC 0.28% Reduce -0.3% 7,757 $2.9M
Apeiron RIA LLC 0.66% Reduce -4.3% 7,748 $2.9M
Galaxy Digital Capital Management GP LLC 3.69% New 7,747 $2.9M
FF Advisors,LLC 1.16% Reduce -1.1% 6,888 $2.9M
CWC Advisors, LLC. 1.36% Add +0.0% 7,726 $2.9M
Aspen Capital Management, LLC 0.71% Reduce -5.0% 7,726 $2.9M
Reliant Investment Partners, LLC 2.36% Reduce -1.9% 7,712 $2.9M
RFG Holdings, Inc. 0.72% Add +6.4% 7,710 $2.9M
M.E. Allison & Co., Inc. 1.89% Add +0.5% 7,710 $2.9M
Comprehensive Financial Planning, Inc. 1.98% Reduce -34.0% 7,707 $2.9M
Ifrah Financial Services, Inc. 0.75% Reduce -4.9% 7,706 $2.9M
Nicholson Wealth Management Group, LLC 1.66% Add +3.1% 7,691 $2.8M
Tiff Advisory Services, LLC 0.64% Reduce -81.8% 7,686 $2.8M
Pettinga Financial Advisors LLC 0.54% Reduce -0.9% 7,683 $2.8M
Drake & Associates, LLC 0.54% Reduce -16.4% 7,682 $2.8M
Capital Markets Trading UK LLP 2.55% Add +291.2% 7,668 $2.8M
Oakwell Private Wealth Management, LLC 0.51% Reduce -1.0% 7,646 $2.8M
FWG Holdings, LLC 1.07% Reduce -9.6% 7,562 $2.8M
Idaho Trust Co 0.92% Reduce -8.8% 7,616 $2.8M
DecisionMap Wealth Management, LLC 1.82% Reduce -2.8% 7,615 $2.8M
Mb, Levis & Associates, LLC 1.17% Add +1.0% 7,606 $2.8M
Mma Asset Management LLC 0.99% Add +1.9% 7,585 $2.8M
Capitol Family Office, Inc. 3.31% No change 5,804 $2.8M
New Wave Wealth Advisors LLC 0.98% Reduce -4.2% 7,576 $2.8M
Peck Wealth Management, LLC 2.81% No change 7,568 $2.8M
Cranbrook Wealth Management, LLC 0.57% Reduce -2.9% 7,564 $2.8M
Oak Thistle LLC 0.27% Add +29.4% 7,550 $2.8M
Owl Creek Wealth Partners LLC 0.99% — 7,539 $2.8M
MPS Loria Financial Planners, LLC 0.74% Add +0.8% 7,531 $2.8M
Power Wealth Management LLC 1.04% Reduce -3.3% 7,529 $2.8M
Tribridge Partners Financial LLC 1.15% Add +3.8% 7,463 $2.8M
Marin Bay Wealth Advisors, LLC 1.68% Add +2.4% 8,913 $2.8M
Three Magnolias Financial Advisors, LLC 1.77% Add +1.9% 7,527 $2.8M
AtlasMark Financial, Inc 1.80% No change 5,761 $2.8M
Virtus Wealth Solutions LLC 0.53% Reduce -53.8% 7,524 $2.8M
Arbor Investment Advisors, LLC 0.36% Add +7.6% 7,522 $2.8M
Professional Financial Advisors, LLC 0.57% Add +8.3% 7,513 $2.8M
BOS Asset Management, LLC 0.71% Add +7.1% 7,512 $2.8M
Deuterium Capital Management, LLC 3.23% New 7,500 $2.8M
Keyvantage Wealth, LLC 1.22% Reduce -17.0% 7,497 $2.8M
Vigilare Wealth Management 0.94% Reduce -15.4% 7,488 $2.8M
Oxinas Partners, LLC 1.27% Add +1.6% 7,485 $2.8M
Riverwater Partners LLC 0.92% Add +2.3% 7,478 $2.8M
Nabity-Jensen Investment Management Inc 1.92% Add +9.7% 7,475 $2.8M
Stonebridge Financial Group, LLC / MO 2.33% Reduce -1.9% 7,467 $2.8M
Geneva Partners, LLC 1.33% Reduce -70.1% 7,460 $2.8M
Summit Wealth Group, LLC 0.63% Add +10.8% 7,452 $2.8M
Wagner Wealth Management, Corp 2.48% Add +1.4% 7,450 $2.8M
Taylor Financial Group, Inc. 1.67% Reduce -0.5% 7,442 $2.8M
Rosenberg Matthew Hamilton 0.56% Add +3.5% 7,442 $2.8M
Nia Impact Advisors, LLC 1.22% Reduce -31.6% 7,440 $2.8M
Birchwood Financial Partners, Inc. 2.65% Add +0.7% 7,435 $2.8M
Barrett & Company, Inc. 0.95% Reduce -16.9% 7,422 $2.7M
Faithward Advisors, LLC 0.39% Reduce -5.5% 7,421 $2.7M
CastleKnight Management LP 0.13% Reduce -9.3% 7,420 $2.7M
Leigh Baldwin & Co., LLC 1.78% Reduce -2.3% 7,416 $2.7M
Surience Private Wealth LLC 2.94% Add +677.5% 7,402 $2.7M
Bayesian Capital Management, LP 3.34% Add +74.7% 7,400 $2.7M
LYNX Capital Group Ltd. 1.27% Reduce -2.1% 7,398 $2.7M
Amplius Wealth Advisors, LLC 0.23% Reduce -2.1% 7,381 $2.7M
Greenbush Financial Group, LLC 0.90% Add +5.3% 7,378 $2.7M
tru Independence LLC 1.35% Reduce -52.1% 7,376 $2.7M
Alhambra Investment Management LLC 1.26% Add +4.4% 7,372 $2.7M
PCG Asset Management, LLC 2.18% Add +3.1% 7,370 $2.7M
Strathmore Capital Advisors, Inc. 0.77% Add +4.1% 6,424 $2.7M
Matrix Trust Co 0.45% Add +13.1% 7,352 $2.7M
LWM Advisory Services, LLC 2.90% Reduce -13.4% 7,297 $2.7M
Waycross Investment Management Co 2.59% Reduce -1.6% 7,339 $2.7M
Delta Capital Management LLC 1.51% Reduce -0.3% 7,320 $2.7M
Paladin Wealth, LLC 1.86% Add +0.4% 7,298 $2.7M
Caldwell Sutter Capital, Inc. 1.10% Reduce -0.4% 7,279 $2.7M
Truepoint, Inc. 0.06% Add +1.6% 7,278 $2.7M
Petersen Hastings Wealth Advisors Inc. 0.25% Add +32.2% 7,268 $2.7M
Fiduciary Wealth Partners, LLC 1.76% Reduce -26.4% 7,260 $2.7M
Twinbeech Capital LP 0.28% Reduce -60.9% 7,260 $2.7M
Tandem Financial, LLC 0.91% Add +43.9% 7,250 $2.7M
Genesee Capital Advisors, LLC 1.12% Add +0.8% 7,247 $2.7M
SHUTTLEWORTH & Co 2.43% Add +1.3% 7,246 $2.7M
Carrera Capital Advisors 0.41% Add +5.1% 7,238 $2.7M
Laurus Global Equity Management Inc. 2.62% New 7,235 $2.7M
Onyx Financial Advisors, LLC 1.11% Add +0.2% 7,219 $2.7M
Tenere Capital LLC 1.96% Reduce -19.7% 7,215 $2.7M
Bannerstone Capital Management, LLC 2.48% Add +1.3% 7,220 $2.7M
Requisite Capital Management, LLC 0.50% Reduce -4.3% 7,213 $2.7M
Meridian Wealth Partners, LLC 0.37% Add +4.7% 7,193 $2.7M
TruNorth Capital Management, LLC 0.51% Reduce -5.6% 7,192 $2.7M
Harbour Wealth Management Group, Inc. 2.00% Add +24.9% 7,188 $2.7M
Mainsail Asset Management, LLC 1.19% Add +24.2% 7,183 $2.7M
Cornerstone Select Advisors, LLC 1.66% Reduce -1.1% 7,173 $2.7M
Talon Private Wealth, LLC 0.35% — 7,171 $2.7M
Navalign, LLC 0.67% Add +3.8% 7,158 $2.6M
Hoge Financial Services, LLC 1.42% Add +25.5% 7,122 $2.6M
Prepared Retirement Institute LLC 1.31% Add +34.9% 7,141 $2.6M
Traub Capital Management LLC 2.61% Add +7.4% 7,120 $2.6M
Birchbrook, Inc. 1.29% Reduce -2.7% 7,107 $2.6M
FinArc Investments, Inc. 2.53% — 7,106 $2.6M
Black Maple Capital Management LP 2.02% New 7,106 $2.6M
Wincap Financial LLC 1.75% Add +5.2% 7,102 $2.6M
Adamsbrown Wealth Consultants LLC 0.69% Add +6.7% 7,096 $2.6M
Community Bank of Raymore 1.75% Add +13.3% 7,077 $2.6M
R Squared Ltd 1.44% Add +71.5% 7,077 $2.6M
Gill Capital Partners, LLC 0.75% Add +3.6% 7,065 $2.6M
CoreFirst Bank & Trust 1.38% Reduce -9.1% 7,056 $2.6M
ARK & TLK Investments, LLC 0.71% Add +228.1% 7,054 $2.6M
Altiora Financial Group, LLC 0.43% Reduce -0.8% 7,040 $2.6M
Live Oak Investment Partners 1.54% Add +21.5% 7,038 $2.6M
Curran Financial Partners, LLC 0.47% Add +14.9% 7,030 $2.6M
Renasant Bank 1.84% Reduce -7.8% 7,030 $2.6M
Towercrest Capital Management 0.41% Reduce -2.7% 7,025 $2.6M
Meadowbrook Wealth Management, LLC 3.44% Add +18.8% 7,022 $2.6M
Catherine Avery Investment Management LLC 1.16% Reduce -1.6% 7,019 $2.6M
Tru Independence Asset Management 2, LLC 1.60% Add +87.3% 7,017 $2.6M
Barnes Pettey Financial Advisors, LLC 1.13% Reduce -5.7% 7,008 $2.6M
Walser Wealth Management Company, A Ltd Liability Co 1.16% Add +40.7% 6,997 $2.6M
Richardson Financial Services Inc. 1.62% Add +7.5% 6,992 $2.6M
Armor Investment Advisors, LLC 0.93% Add +15.6% 6,988 $2.6M
Deseret Mutual Benefit Administrators 0.88% Add +93.5% 6,988 $2.6M
Galilei Investment Office LLP 1.34% No change 6,985 $2.6M
Investment Insight Wealth Management, LLC 2.78% Add +0.9% 6,965 $2.6M
MRP Capital Investments, LLC 2.25% Add +3.9% 6,954 $2.6M
Pasadena Private Wealth, LLC 0.36% Add +0.2% 6,945 $2.6M
Ak Global Asset Management, LLC 2.41% Reduce -5.5% 6,935 $2.6M
Snowwater Investment Partners, LLC 2.42% Add +8.5% 6,929 $2.6M
Aurdan Capital Management, LLC 0.77% Add +3.6% 6,928 $2.6M
G&S Capital LLC 0.90% Add +7.0% 6,926 $2.6M
Clarus Wealth Advisors 1.09% Add +14.0% 6,885 $2.6M
Horizon Kinetics Asset Management LLC 0.03% Reduce -3.9% 6,924 $2.6M
MBA Advisors LLC 0.98% Add +8.5% 6,918 $2.6M
River Road Asset Management, LLC 0.03% New 6,917 $2.6M
Pathway Financial Advisors LLC 0.32% Add +0.4% 6,854 $2.6M
Murphy & Mullick Capital Management Corp 1.89% Reduce -4.7% 6,908 $2.6M
Hutchens & Kramer Investment Management Group, LLC 0.81% Reduce -9.0% 6,906 $2.6M
Sanchez Wealth Management Group 0.55% Add +2.1% 6,894 $2.6M
Park Capital Management, LLC / WI 2.48% Reduce -4.3% 6,894 $2.6M
Davis Capital Management 1.73% Add +2.1% 6,894 $2.6M
Matters Capital LLC 2.25% No change 6,872 $2.5M
Foresight Capital Management Advisors, Inc. 1.42% Add +10.2% 6,870 $2.5M
Plan A Wealth LLC 1.22% Reduce -2.3% 6,864 $2.5M
Adkins Seale Capital Management LLC 2.51% Add +15.4% 6,864 $2.5M
Optimize Financial Inc. 1.25% New 6,852 $2.5M
Decker Retirement Planning Inc. 1.15% Add +196.3% 6,848 $2.5M
Evolutionary Tree Capital Management, LLC 4.76% Reduce -58.9% 6,844 $2.5M
Intrepid Capital Management Inc. 1.19% Add +15.2% 6,842 $2.5M
Arlington Trust Co LLC 0.22% Reduce -14.2% 6,832 $2.5M
Legacy Capital Group California, Inc. 0.96% Reduce -31.4% 6,816 $2.5M
Andrews Advisory Associates, LLC 1.33% Add +3.6% 6,812 $2.5M
Golden Reserve Retirement LLC 0.52% Reduce -35.4% 6,810 $2.5M
IRON Financial LLC 1.10% Add +5.1% 6,806 $2.5M
Alexander Randolph Advisory, Inc. 2.17% Add +2.8% 6,802 $2.5M
Eight 31 Financial, LLC 1.52% Add +0.2% 6,800 $2.5M
S. R. Schill & Associates 1.70% Add +1.9% 6,789 $2.5M
Lantern Wealth Advisors, LLC 1.29% Add +1.0% 6,787 $2.5M
Ridgewood Investments LLC 1.02% — 6,766 $2.5M
Harris Associates (Oakmark Funds) 0.00% Reduce -1.4% 6,757 $2.5M
Altura Wealth Advisors Inc. 1.09% Add +12.4% 6,751 $2.5M
Fourth Dimension Wealth, LLC 0.95% Reduce -3.3% 6,735 $2.5M
Colter Lewis Investment Partners LLC 2.34% Add +180.4% 6,729 $2.5M
Macroview Investment Management LLC 1.74% Add +3.8% 6,722 $2.5M
Fell Capital Management 2.37% Reduce -0.9% 6,712 $2.5M
Kennon-Green & Company, LLC 2.03% Add +1.1% 6,706 $2.5M
Sherman Asset Management, Inc. 2.28% Reduce -8.1% 6,706 $2.5M
Cpwa, LLC 2.96% — 6,012 $2.5M
RoundAngle Advisors LLC 1.85% Add +2.8% 6,697 $2.5M
RD Lewis Holdings, Inc. 2.15% Reduce -1.2% 6,642 $2.5M
Inspire Advisors, LLC 0.20% Add +24.8% 6,693 $2.5M
Gsa Capital Partners LLP 0.15% Reduce -4.2% 6,692 $2.5M
Eagle Wealth Strategies LLC 1.09% Add +1.8% 6,686 $2.5M
Magnolia Capital Management Ltd. 1.67% Add +2.6% 6,681 $2.5M
Eldridge Investment Advisors, Inc. 0.54% Reduce -6.4% 6,680 $2.5M
Doliver Advisors, LP 0.56% Reduce -2.0% 6,677 $2.5M
Meridian Financial Advisors, LLC 1.35% Reduce -7.0% 6,673 $2.5M
Genesis Private Wealth, LLC 0.78% Reduce -5.8% 6,663 $2.5M
JMN Financial LLC 2.42% Reduce -12.4% 6,654 $2.5M
Burkett Financial Services, LLC 0.84% Add +0.7% 6,650 $2.5M
Hofer & Associates. Inc 1.32% Add +3.8% 6,650 $2.5M
Innova Wealth Partners 1.17% Add +1.7% 6,649 $2.5M
Ssi Investment Management LLC 0.20% No change 6,643 $2.5M
Fearless Solutions, LLC dba Best Invest 1.48% Add +1.1% 6,628 $2.5M
Meridian Management Co. 0.61% Add +1135.6% 6,623 $2.5M
Kellett Wealth Advisors, LLC 1.33% Reduce -11.1% 6,614 $2.4M
Philadelphia Investment Partners, LLC 1.66% — 6,611 $2.4M
Cypress Point Wealth Management, LLC 0.53% Add +262.8% 6,595 $2.4M
Denver PWM, LLC 0.84% Reduce -5.2% 5,876 $2.4M
Sharpepoint LLC 1.45% Add +36.6% 6,588 $2.4M
Ade, LLC 1.17% Reduce -1.5% 6,579 $2.4M
Francis Financial, Inc. 0.45% Reduce -2.4% 6,577 $2.4M
Jefferson Bridge Capital, LLC 2.41% Reduce -0.9% 6,564 $2.4M
Inspirion Wealth Advisors, LLC 0.30% Add +11.4% 6,562 $2.4M
Sunflower Bank, N.A. 0.62% Reduce -9.8% 6,558 $2.4M
Carter Financial Group, INC. 1.50% Reduce -5.6% 6,558 $2.4M
KDT Advisors, LLC 3.86% Reduce -20.3% 6,553 $2.4M
Cooper/Haims Advisors, LLC 1.14% Reduce -7.4% 6,552 $2.4M
Vivid Wealth Management, LLC 0.98% Add +2.8% 6,549 $2.4M
Piar LLC 2.04% Reduce -7.1% 6,543 $2.4M
DecisionPoint Financial, LLC 0.52% Add +0.7% 6,543 $2.4M
Pension & Wealth Management Advisors, Inc. 0.72% Add +4.1% 6,536 $2.4M
KG Capital Management 1.73% Reduce -78.2% 6,539 $2.4M
Total Wealth Planning & Management, Inc. 1.92% Add +1.6% 6,531 $2.4M
PSI Advisors, LLC 0.58% Add +2.6% 6,517 $2.4M
Moment Partners, LLC 0.43% Reduce -2.0% 6,513 $2.4M
Aspen Wealth Strategies, LLC 1.30% Add +2.8% 6,512 $2.4M
Signature Equity Partners, LLC 1.29% Add +10.4% 6,508 $2.4M
Worthington Financial Partners, LLC 2.07% Add +3.5% 6,503 $2.4M
9823 Capital, L.P. 1.82% Reduce -1.6% 6,500 $2.4M
Lavaca Capital LLC 0.45% Reduce -32.0% 6,498 $2.4M
V2 Financial group LLC 1.12% Add +14.2% 6,495 $2.4M
X-Square Capital, LLC 0.81% Add +5.8% 6,495 $2.4M
Three Bridge Wealth Advisors, LLC 0.66% Add +3.4% 6,494 $2.4M
Wolff Financial Management LLC 0.53% Add +0.0% 6,493 $2.4M
LFA - Lugano Financial Advisors SA 1.22% Add +1.8% 6,493 $2.4M
Round Hill Asset Management 1.57% Reduce -1.6% 6,488 $2.4M
Security Financial Services, INC. 0.38% Reduce -2.0% 6,484 $2.4M
Spectrum Planning & Advisory Services Inc. 1.19% Add +2.9% 6,484 $2.4M
FOCUS Wealth Advisors, LLC 1.17% Reduce -3.3% 6,477 $2.4M
Artemis Wealth Advisors, LLC 0.36% Reduce -80.9% 6,472 $2.4M
Financial Advisors Network, Inc. 0.33% Add +7.2% 6,470 $2.4M
Tandem Investment Partners LLC 2.03% Add +5.4% 6,467 $2.4M
Arlington Financial Advisors, LLC 0.34% Reduce -9.2% 6,466 $2.4M
Palacios Wealth Management, LLC 1.50% Add +15.6% 5,862 $2.4M
HighVista Strategies LLC 0.66% Reduce -1.2% 6,457 $2.4M
BCS Wealth Management 0.49% Reduce -58.5% 6,452 $2.4M
Arbor Capital Management Inc. 1.95% Add +17.1% 6,201 $2.4M
Pathway Wealth Management LLC 2.25% Add +1.2% 6,440 $2.4M
Atlas Private Wealth Advisors 0.56% Reduce -6.3% 6,432 $2.4M
Anfield Capital Management, LLC 0.65% Add +53.1% 6,427 $2.4M
Schorn Wealth LLC 0.72% Add +0.1% 6,421 $2.4M
Kennedy Investment Group, Inc. 0.93% Add +0.6% 6,420 $2.4M
Financial Management Professionals, Inc. 0.27% Add +1.8% 6,420 $2.4M
Tributary Capital Management, LLC 0.23% Reduce -2.4% 6,415 $2.4M
Landmark Wealth Management, LLC 0.64% Add +447.3% 6,414 $2.4M
Yarger Wealth Strategies, LLC 0.96% Add +2.3% 6,412 $2.4M
Shira Ridge Wealth Management 0.94% Add +1.0% 6,410 $2.4M
McLaughlin Asset Management, Inc. 2.27% Reduce -23.1% 6,402 $2.4M
Donalies Financial Planning, LLC 2.02% Reduce -1.4% 6,400 $2.4M
ARK Investment Management 0.02% Reduce -6.5% 6,399 $2.4M
Prosperity Bancshares Inc 1.90% Reduce -20.0% 6,393 $2.4M
One Charles Private Wealth Services, LLC 0.59% Reduce -1.6% 6,391 $2.4M
JTC Employer Solutions Trustee Ltd 0.20% Add +0.6% 6,385 $2.4M
WestHill Financial Advisors, Inc. 0.45% Reduce -2.4% 6,376 $2.4M
Per Stirling Capital Management, LLC. 0.26% Add +1.1% 6,375 $2.4M
Grant Street Asset Management, Inc. 0.45% Add +0.7% 6,372 $2.4M
Wood Tarver Financial Group, LLC 0.65% Add +5.5% 6,370 $2.4M
Retirement Capital Strategies 0.89% Add +0.4% 6,369 $2.4M
Elevation Wealth Partners, LLC 0.84% Add +1.4% 6,368 $2.4M
Kelly Lawrence W & Associates Inc. 0.67% Reduce -0.7% 6,365 $2.4M
Birchcreek Wealth Management, LLC 1.13% Add +0.1% 6,365 $2.4M
WealthCollab, LLC 0.97% Reduce -32.6% 6,360 $2.4M
Potomac Fund Management Inc. 0.08% Add +3.0% 6,344 $2.3M
TFB Advisors LLC 1.23% Reduce -23.4% 6,336 $2.3M
Retirement Income Solutions, Inc. 0.40% Reduce -1.7% 6,336 $2.3M
Fortitude Family Office, LLC 0.53% Reduce -13.3% 6,325 $2.3M
Corrado Advisors, LLC 1.22% Add +196.0% 6,314 $2.3M
Redwood Family Wealth LLC 2.29% Reduce -17.8% 6,308 $2.3M
Charter Research & Investment Group, Inc. 1.56% No change 6,307 $2.3M
Collective Family Office LLC 0.53% Reduce -0.8% 6,305 $2.3M
Warther Private Wealth, LLC 0.55% Reduce -14.4% 6,304 $2.3M
Alliance Wealth Management Group 0.51% Reduce -3.3% 6,300 $2.3M
IFG Advisors, LLC 0.38% Reduce -0.2% 6,279 $2.3M
VERITY Wealth Advisors 1.55% No change 6,279 $2.3M
Clifford Group, LLC 1.79% Add +14.0% 6,271 $2.3M
Howard Bailey Securities, LLC 0.95% Reduce -8.7% 6,257 $2.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.77% Add +5.3% 5,449 $2.3M
Junk Investment Group, LLC 1.21% — 6,247 $2.3M
Rhodes Investment Advisors Inc. 1.99% Add +6.3% 6,242 $2.3M
Arwa LLC 1.14% Add +24.4% 6,186 $2.3M
WealthTrust Asset Management, LLC 1.38% Add +23.4% 6,233 $2.3M
Hummer Financial Advisory Services Inc 1.63% Add +0.3% 6,229 $2.3M
Holistic Financial Partners 0.86% Reduce -3.2% 6,224 $2.3M
Illumine Investment Management, LLC 1.77% Add +51.1% 6,224 $2.3M
Hopwood Financial Services, Inc. 1.55% Add +0.1% 6,219 $2.3M
Strategic Financial Concepts, LLC 0.57% Add +155.0% 6,168 $2.3M
Optivise Advisory Services LLC 1.39% Reduce -13.9% 6,207 $2.3M
Castellan Group 0.32% Reduce -63.8% 6,200 $2.3M
Tannin Capital LLC 1.66% Add +14.4% 6,192 $2.3M
Merrion Investment Management Co, LLC 1.23% Reduce -9.2% 6,180 $2.3M
Burns Matteson Capital Management, LLC 0.89% Reduce -23.4% 6,178 $2.3M
Global Strategic Investment Solutions, LLC 0.22% Reduce -28.6% 6,178 $2.3M
Meritas Wealth Management, LLC 1.03% Reduce -0.1% 6,173 $2.3M
Napier Financial, LLC 0.52% Reduce -13.8% 6,169 $2.3M
Paradigm Capital Management, LLC 2.11% Add +23.4% 6,160 $2.3M
Formulate Financial LLC 2.81% Reduce -1.2% 6,149 $2.3M
Hickory Point Bank & Trust 1.50% Reduce -3.0% 6,146 $2.3M
Blackston Financial Advisory Group, LLC 1.43% Reduce -9.1% 6,143 $2.3M
PCG Wealth Advisors, LLC 0.57% Add +2.9% 6,140 $2.3M
Quattro Advisors LLC 1.97% Add +23.0% 6,132 $2.3M
Arrowroot Family Office, LLC 0.75% Add +4.3% 6,129 $2.3M
Cortland Associates Inc. 0.32% Reduce -1.8% 6,114 $2.3M
Safe Harbor Fiduciary, LLC 2.15% Add +3.9% 6,107 $2.3M
KFG Wealth Management, LLC 0.29% Reduce -0.5% 6,096 $2.3M
Intrepid Financial Planning Group LLC 0.91% Reduce -1.9% 6,090 $2.3M
Smart Money Group LLC 0.66% Add +2.4% 6,088 $2.3M
LifePlan Financial, LLC 1.67% Add +13.9% 6,087 $2.3M
Tennessee Valley Asset Management Partners 0.30% Reduce -5.6% 6,082 $2.3M
Check Capital Management Inc. 0.14% Reduce -0.8% 6,079 $2.3M
Shepherd Street Advisors LLC 2.22% Add +0.7% 6,074 $2.2M
Westfuller Advisors, LLC 0.97% Reduce -9.7% 6,068 $2.2M
Cascade Investment Group, Inc. 1.48% Add +1.1% 6,061 $2.2M
Evansbrook LLC 1.50% Add +1.3% 6,060 $2.2M
Partnership Wealth Management, LLC 1.71% Reduce -29.8% 6,055 $2.2M
TriaGen Wealth Management LLC 0.61% Reduce -6.1% 6,053 $2.2M
MLG Wealth Management DBA Pine Grove Financial Group 0.26% Add +0.4% 6,052 $2.2M
Twelve Points Wealth Management LLC 0.49% Add +18.1% 6,052 $2.2M
Cura Wealth Advisors, LLC 1.00% Reduce -11.7% 6,046 $2.2M
Tarbox Family Office, Inc. 0.36% Reduce -30.1% 6,035 $2.2M
Powell Investment Advisors, LLC 0.77% Add +48.7% 6,034 $2.2M
Latitude Advisors, LLC 1.02% Reduce -17.6% 6,032 $2.2M
Legend Capital Advisors LLC 1.40% Reduce -34.8% 6,029 $2.2M
Sage Mountain Advisors LLC 0.16% Reduce -91.1% 6,021 $2.2M
K2 Principal Fund, L.P. 0.68% New 6,000 $2.2M
Viking Fund Management LLC 0.23% No change 6,000 $2.2M
Lakeshore Capital Group, Inc. 1.81% Add +40.2% 5,994 $2.2M
Nolet Wealth Management, LLC 1.26% Reduce -2.3% 5,989 $2.2M
Acorn Creek Capital LLC 0.79% Reduce -0.3% 5,984 $2.2M
Mainstay Capital Management LLC 0.17% Add +4.8% 5,980 $2.2M
Barden Capital Management, Inc. 1.89% Reduce -31.1% 5,973 $2.2M
Legacy Financial Group, Inc. 0.58% Reduce -0.3% 5,972 $2.2M
Neumann Capital Management, LLC 0.65% Add +6.1% 5,972 $2.2M
Heritage Investment Group, Inc. 0.33% Reduce -3.5% 5,972 $2.2M
Cauble & Harre Wealth Management, Inc. 1.76% Reduce -1.4% 5,417 $2.2M
Beaird Harris Wealth Management, LLC 0.15% Reduce -5.7% 5,953 $2.2M
Disciplined Investors, L.L.C. 1.31% Add +5.3% 5,952 $2.2M
Maripau Wealth Management LLC 0.97% Add +10.5% 5,951 $2.2M
Cornerstone Planning Group LLC 0.29% Add +9.9% 5,351 $2.2M
Legacy Wealth Partners, LLC 0.55% Reduce -9.6% 5,943 $2.2M
Guided Capital Wealth Management, LLC 1.45% Add +4.2% 5,933 $2.2M
Crumly & Associates Inc. 0.46% Add +15.3% 5,924 $2.2M
Sun Financial Inc 1.10% Add +4.9% 5,348 $2.2M
WMG Financial Advisors, LLC 0.91% Add +8.4% 5,910 $2.2M
Sunstone Asset Management, LP 2.88% Add +20.4% 5,900 $2.2M
OneAscent Investment Solutions LLC 2.18% Add +7.3% 5,898 $2.2M
Elser Financial Planning, Inc 0.11% Reduce -1.3% 5,955 $2.2M
M3 Advisory Group, LLC 1.34% Reduce -2.0% 5,880 $2.2M
Warner Group LLC 1.42% Add +3.2% 5,880 $2.2M
Market Street Wealth Management Advisors LLC 0.34% Add +0.5% 5,876 $2.2M
Eads & Heald Wealth Management 1.08% Reduce -0.9% 5,873 $2.2M
Stonekeep Investments, LLC 1.41% Add +8.0% 5,867 $2.2M
Cardinal Strategic Wealth Guidance 0.57% Reduce -9.9% 5,862 $2.2M
Watershed Private Wealth LLC 0.68% Reduce -22.5% 5,862 $2.2M
KFA Private Wealth Group, LLC 0.52% Reduce -21.9% 5,858 $2.2M
RS Crum Inc. 0.42% Add +1.6% 5,844 $2.2M
STAR Financial Bank 1.02% Reduce -4.7% 5,833 $2.2M
A. D. Beadell Investment Counsel, Inc. 1.38% Add +1.5% 5,835 $2.2M
Coquina Private Wealth LLC 1.73% Add +3.4% 5,827 $2.2M
4WEALTH Advisors, Inc. 1.84% Add +11.2% 6,007 $2.2M
Client 1ST Advisory Group, LLC 0.65% Add +6.0% 5,816 $2.2M
Discipline Wealth Solutions, LLC 0.23% Add +12.2% 5,802 $2.1M
KOM Wealth Management Group, LLC 1.46% Reduce -1.2% 5,800 $2.1M
Mach-1 Financial Group, LLC 0.76% Reduce -73.8% 5,797 $2.1M
Optimist Retirement Group LLC 0.95% No change 5,796 $2.1M
Prairiewood Capital, LLC 0.62% Add +39.8% 5,789 $2.1M
Selective Wealth Management, Inc. 0.63% Add +3.9% 5,037 $2.1M
Claris Advisors, LLC / Mo / 0.64% Reduce -13.6% 5,775 $2.1M
LVZ, Inc. 0.24% Add +12.7% 5,773 $2.1M
Capstone Wealth Management Group LLC 1.31% Reduce -8.2% 5,765 $2.1M
Silverberg Bernstein Capital Management LLC 1.17% No change 5,762 $2.1M
Sterling Group Wealth Management, LLC 1.01% Add +13.2% 5,758 $2.1M
Newport Capital Group, LLC 1.30% Add +13.7% 5,752 $2.1M
Worth Asset Management, LLC 0.79% Add +23.8% 5,751 $2.1M
Archvest Wealth Advisors, Inc. 1.37% Add +25.1% 5,747 $2.1M
Measured Wealth Private Client Group, LLC 0.58% Reduce -3.0% 5,745 $2.1M
Atlas Wealth Partners, LLC 2.18% Reduce -1.1% 5,734 $2.1M
Catalyst Private Wealth, LLC 1.15% Add +16.7% 5,725 $2.1M
Wisconsin Wealth Advisors, LLC 2.08% Add +14.5% 5,721 $2.1M
Parvin Asset Management, LLC 1.56% No change 5,720 $2.1M
Infrastructure Capital Advisors, LLC 0.30% Add +356.9% 5,720 $2.1M
Bayban 1.84% Add +1.6% 5,712 $2.1M
Stolper Co 0.60% Add +87.4% 29,873 $2.1M
Lombard Odier Asset Management (USA) Corp 1.59% Add +39.2% 5,697 $2.1M
Acima Private Wealth, LLC 0.66% No change 5,697 $2.1M
Broadway Wealth Solutions, Inc. 1.09% Add +16.8% 5,696 $2.1M
Sun Group Wealth Partners 1.66% Reduce -0.3% 5,692 $2.1M
Carlson Financial, Inc. 1.24% Add +1.5% 5,690 $2.1M
Apex Wealth Management, LLC 1.44% Add +48.6% 5,689 $2.1M
Creekside Partners 0.87% Reduce -2.0% 5,687 $2.1M
Antonelli Financial Advisors, LLC 1.45% Reduce -3.1% 5,685 $2.1M
Game Plan Financial Advisors, LLC 0.98% Reduce -68.3% 5,674 $2.1M
Financial Synergies Wealth Advisors, Inc. 0.20% Add +15.2% 5,668 $2.1M
Expressive Wealth LLC 2.00% Add +7.9% 5,064 $2.1M
Caerus Investment Advisors, LLC 0.88% Reduce -7.8% 5,659 $2.1M
Next Capital Management LLC 0.63% Add +34.2% 5,653 $2.1M
Verus Financial Partners, Inc. 0.19% Add +11.3% 4,979 $2.1M
Paulson Wealth Management Inc. 0.49% Reduce -5.7% 5,651 $2.1M
Vance Wealth, LLC 0.60% Add +9.0% 5,647 $2.1M
Cherrydale Wealth Management, LLC 0.65% Reduce -12.9% 5,646 $2.1M
Meriwether Wealth & Planning, LLC 1.14% Add +13.5% 5,635 $2.1M
Beto Financial Group, LLC 1.22% Add +3.1% 4,956 $2.1M
Reston Wealth Management LLC 0.64% Reduce -2.5% 5,629 $2.1M
Aurora Private Wealth, Inc. 1.48% Reduce -0.0% 4,648 $2.1M
Connecticut Capital Management Group, LLC 1.96% Reduce -1.1% 5,611 $2.1M
Avion Wealth 0.43% Add +20.4% 5,610 $2.1M
WPG Advisers, LLC 1.53% Reduce -9.8% 5,602 $2.1M
Peoples Bank 1.27% Reduce -6.2% 5,598 $2.1M
Elevate Capital Advisors, LLC 1.34% Reduce -34.4% 5,588 $2.1M
Lipe & Dalton 1.08% Reduce -2.4% 5,583 $2.1M
Ballast Rock Private Wealth LLC 1.14% Reduce -28.8% 5,576 $2.1M
Capstone Wealth Management Group, LLC 0.86% Reduce -50.9% 5,575 $2.1M
Axq Capital, LP 0.27% Reduce -7.0% 5,570 $2.1M
Magnolia Private Wealth, LLC 1.37% Add +2.6% 5,556 $2.1M
Breakthru Advisory Services, LLC 3.30% Reduce -5.6% 5,556 $2.1M
Objectivity Squared, LLC 1.29% Reduce -0.5% 5,545 $2.1M
Blalock Williams, LLC 1.59% Reduce -5.1% 5,544 $2.1M
Riverpoint Wealth Management Holdings, LLC 0.44% Add +0.5% 5,543 $2.1M
Prescott Group Capital Management, L.L.C. 0.20% No change 5,538 $2.1M
Cornerstone National Bank & Trust Co 0.76% Reduce -3.4% 5,548 $2.0M
Riverstone Advisors, LLC 1.01% Add +2.5% 5,535 $2.0M
Retirement Guys Formula LLC 0.94% Add +19.0% 5,533 $2.0M
MBM Wealth Consultants, LLC 0.47% Add +6.6% 5,524 $2.0M
Endeavor Private Wealth, Inc. 0.59% Reduce -0.9% 5,533 $2.0M
Bell Investment Advisors, Inc 0.32% Add +26.3% 5,517 $2.0M
Gilpin Wealth Management, LLC 1.62% Reduce -1.5% 5,515 $2.0M
Westshore Wealth, LLC 0.72% Reduce -10.7% 5,511 $2.0M
Strategic Investment Solutions, Inc. 0.49% Reduce -10.0% 5,781 $2.0M
Stevens Capital Partners 0.49% Add +2.2% 5,504 $2.0M
Nautilus Advisors LLC 1.40% Add +10.5% 5,504 $2.0M
Cathy Pareto & Associates, Inc. 1.37% Add +2.6% 5,504 $2.0M
Capital Management Associates 3.38% No change 5,500 $2.0M
Johnson & White Wealth Management, LLC 0.86% Reduce -4.6% 5,499 $2.0M
Chokshi & Queen Wealth Advisors, Inc 1.09% Add +2.3% 5,492 $2.0M
Pacific Sun Financial Corp 0.98% Add +10.5% 5,487 $2.0M
Jeter Robert S II 2.02% — 4,889 $2.0M
Lord & Richards Wealth Management, LLC 1.78% Add +40.3% 5,479 $2.0M
Taylor Securities Services, Inc. 0.95% Add +1.3% 5,479 $2.0M
Campion Asset Management 1.38% Reduce -1.0% 5,478 $2.0M
Level Wealth Management LLC 0.95% Reduce -0.0% 5,471 $2.0M
CMG Global Holdings, LLC 0.96% Reduce -0.5% 5,464 $2.0M
Continuum Wealth Advisors, LLC 0.84% Reduce -1.8% 5,463 $2.0M
Quantum Financial Planning Services, Inc. 0.72% Add +6.2% 5,456 $2.0M
Gator Capital Management, LLC 0.43% Reduce -10.9% 5,445 $2.0M
Kaydan Wealth Management, Inc. 0.67% Add +3.0% 5,444 $2.0M
Sankala Group LLC 1.65% Reduce -1.9% 5,607 $2.0M
Atwood & Palmer Inc. 0.11% Add +15.7% 5,442 $2.0M
Hilltop Wealth Advisors, LLC 1.21% Reduce -45.4% 5,442 $2.0M
J Hagan Capital, Inc. 1.09% Add +14.9% 5,436 $2.0M
Greenline Wealth Management LLC 2.32% Add +7.7% 5,433 $2.0M
Cedarwood Wealth LLC 2.03% Add +28.6% 5,433 $2.0M
BayBridge Capital Group, LLC 1.24% No change 4,151 $2.0M
Investmark Advisory Group LLC 0.86% Reduce -2.4% 5,415 $2.0M
Invested Advisors 2.02% Reduce -2.2% 5,414 $2.0M
Financial Freedom, LLC 1.00% Add +2.2% 5,411 $2.0M
Thompson David Blair 1.15% Add +0.8% 5,411 $2.0M
PlanVest Financial, Inc 1.52% — 5,400 $2.0M
Mainstream Capital Management LLC 1.34% Add +1.6% 5,393 $2.0M
Centerpoint Advisory Group 1.50% Reduce -0.3% 5,390 $2.0M
Advisortrust Partners, LLC 0.83% Reduce -4.1% 5,390 $2.0M
Painted Porch Advisors LLC 0.95% Reduce -3.9% 5,389 $2.0M
Pachira Investments Inc. 0.93% Add +13.0% 5,369 $2.0M
BNB Wealth Management, LLC 1.28% Reduce -8.7% 5,367 $2.0M
Kraft, Davis & Associates, LLC 0.42% Reduce -5.7% 4,877 $2.0M
Ruggaard & Associates LLC 0.79% Add +0.1% 5,359 $2.0M
TrueWealth Advisors, LLC 0.50% Add +2.7% 5,358 $2.0M
SRH Advisors, LLC 0.57% Reduce -1.3% 5,354 $2.0M
Planned Solutions, Inc. 0.65% Reduce -5.0% 5,353 $2.0M
Aspen Wealth Management LLC 0.39% Add +10.0% 5,344 $2.0M
MFA Wealth Services 1.31% Add +3.5% 5,339 $2.0M
Orgel Wealth Management, LLC 0.04% Add +2.6% 5,330 $2.0M
Private Capital Advisors, Inc. 0.23% Add +22.5% 5,329 $2.0M
WMS Group LLC 2.86% Add +72.4% 5,320 $2.0M
360 Financial, Inc. 0.59% Reduce -0.3% 5,319 $2.0M
Smart Portfolios, LLC 1.96% Add +3.4% 5,316 $2.0M
Wealth Management Nebraska 0.20% Reduce -1.1% 5,311 $2.0M
MOR Wealth Management, LLC 0.90% Add +0.3% 5,300 $2.0M
Endowment Wealth Management, Inc. 0.87% Add +0.7% 5,297 $2.0M
Essential Partners LLC 0.66% Add +119.9% 5,289 $2.0M
Shelton Wealth Management, LLC 0.86% Add +12.9% 5,287 $2.0M
Rezny Wealth Management, Inc. 0.45% Add +0.0% 5,285 $2.0M
Stronghold Wealth Management L.L.C. 2.96% Add +0.0% 5,283 $2.0M
First Growth Capital LLC 1.77% Reduce -1.0% 5,292 $2.0M
Tolleson Wealth Management, Inc. 0.28% Reduce -0.5% 5,269 $2.0M
Stonebridge Financial Planning Group, LLC 0.72% Reduce -5.6% 5,268 $2.0M
Geneva Capital Management LLC 0.04% Reduce -16.1% 5,262 $1.9M
Precision Wealth Strategies, LLC 0.64% Reduce -10.9% 5,245 $1.9M
Southern Michigan Bank & Trust 0.74% — 5,239 $1.9M
B&D White Capital Company, LLC 0.24% Reduce -12.7% 5,237 $1.9M
Tealwood Asset Management Inc. 0.88% Add +5.3% 5,227 $1.9M
Vilga Financial Planning LLC 1.73% Reduce -5.4% 5,226 $1.9M
Parkwoods Wealth Partners, LLC 0.47% Add +4.9% 5,221 $1.9M
Prodigy Asset Management LLC 0.64% Add +2.6% 5,203 $1.9M
Obsidian Cio, LLC 1.73% Add +352.8% 5,203 $1.9M
Elm Partners Management LLC 0.08% Add +0.6% 5,364 $1.9M
Cohen & Steers, Inc. 0.00% No change 5,200 $1.9M
Ares Financial Consulting, LLC 1.51% Add +43.2% 5,200 $1.9M
Capital Squared Financial LLC 1.46% Add +0.2% 5,173 $1.9M
Mayar Capital Ltd. 2.28% New 5,160 $1.9M
Pin Oak Investment Advisors Inc. 1.35% Add +19.0% 5,160 $1.9M
Center for Wealth Management Advisory 1.37% Add +10.9% 5,158 $1.9M
Jacksonville Wealth Management, LLC 1.29% Add +1.0% 5,154 $1.9M
Code Waechter LLC 1.13% Add +7.6% 5,147 $1.9M
Sunrise Financial Services, LLC 1.35% Reduce -11.5% 5,144 $1.9M
IMZ Advisory Inc 0.72% Add +1.1% 5,143 $1.9M
CJM Wealth Advisers, Ltd. 0.58% Add +5.1% 5,134 $1.9M
Continental Investors Services, Inc. 1.80% Add +28.4% 4,604 $1.9M
Cowa, LLC 0.55% Reduce -0.5% 5,131 $1.9M
OxenFree Capital LLC 0.92% Add +1.4% 4,615 $1.9M
Seldon Capital LP 0.70% No change 5,126 $1.9M
Asset Planning,Inc 1.35% Add +7.9% 5,116 $1.9M
Sage Capital Management, LLC 0.89% Add +0.2% 5,113 $1.9M
Mindset Wealth Management, LLC 0.51% Add +4.0% 5,109 $1.9M
IronBridge Private Wealth, LLC 0.61% Reduce -51.3% 5,104 $1.9M
Instrumental Wealth, LLC 1.16% Add +52.9% 5,099 $1.9M
TLWM 0.34% Add +4.2% 5,098 $1.9M
TAGStone Capital, Inc. 0.67% Add +95.4% 5,096 $1.9M
Windsor Capital Management, LLC 0.56% Add +4.5% 5,091 $1.9M
apricus wealth, LLC 0.92% Add +1.6% 5,087 $1.9M
Sidoxia Capital Management, LLC 1.63% — 5,086 $1.9M
Wealth Advisors of Iowa, LLC 0.58% Reduce -9.3% 5,083 $1.9M
Landing Point Financial Group, LLC 0.91% Add +1.9% 5,078 $1.9M
Flagstone Financial Management 0.47% Reduce -1.5% 5,076 $1.9M
Brown Wealth Management, LLC 0.48% Add +13.3% 5,072 $1.9M
Wilkerson Advisory Group LLC 0.64% Reduce -18.0% 5,065 $1.9M
Goldstream Capital Management Ltd 2.79% Reduce -90.2% 5,063 $1.9M
Myriad Asset Management US LP 2.81% Reduce -9.1% 5,062 $1.9M
Cassia Capital Partners, LLC 0.96% Add +9.2% 5,062 $1.9M
Great Waters Wealth Management 0.20% Add +3.1% 5,059 $1.9M
Factor Wealth Management LTD 0.35% Add +5.1% 5,048 $1.9M
Tobias Financial Advisors, Inc. 0.26% Reduce -27.9% 5,045 $1.9M
Eagle Harbor Asset Management Inc. 1.60% Add +2.0% 5,044 $1.9M
Ulland Investment Advisors, LLC 1.61% Add +1.5% 5,041 $1.9M
Gallagher Fiduciary Advisors, LLC 0.07% Add +5.3% 5,032 $1.9M
Connective Portfolio Management, LLC 5.04% No change 5,024 $1.9M
Portfolio Strategies, Inc. 0.23% Add +29.4% 5,024 $1.9M
BDFS Capital LLC 0.89% Add +2.9% 5,023 $1.9M
VSM Wealth Advisory, LLC 0.55% Reduce -21.9% 5,014 $1.9M
BXM Wealth LLC 1.43% Reduce -95.7% 5,001 $1.9M
Andrew Hill Investment Advisors, Inc. 1.66% Reduce -60.4% 5,000 $1.9M
Gruss & Co., LLC 4.32% Reduce -16.7% 5,000 $1.9M
Opus Investment Management Inc. 1.10% No change 5,000 $1.9M
Littlejohn Financial Services, Inc. 1.39% Add +14.0% 4,998 $1.8M
Partners Wealth Management, LLC 1.91% Add +1.1% 4,997 $1.8M
Doheny Asset Management 1.21% Reduce -20.2% 4,995 $1.8M
Essential Planning, LLC. 0.59% Reduce -0.4% 4,994 $1.8M
Basepoint Wealth LLC 1.06% Add +21.0% 4,992 $1.8M
Xcel Wealth Management, LLC 0.52% Add +5.2% 4,991 $1.8M
Mowery & Schoenfeld Wealth Management, LLC 2.82% Reduce -12.8% 4,982 $1.8M
AlphaGrep UK Ltd 0.54% Add +58.8% 4,982 $1.8M
Kopp Family Office, LLC 1.27% Reduce -41.2% 4,981 $1.8M
CarsonAllaria Wealth Management, Ltd. 0.91% Reduce -4.2% 4,980 $1.8M
Harvest Investment Services, LLC 0.34% Reduce -1.1% 4,978 $1.8M
Acorn Financial Advisory Services Inc. 0.25% Reduce -47.5% 4,977 $1.8M
Storen Legacy Partners, LLC 0.58% Reduce -0.1% 4,974 $1.8M
4J Wealth Management LLC 1.05% Add +2.5% 4,974 $1.8M
Moisand Fitzgerald Tamayo, LLC 0.20% Add +0.1% 4,970 $1.8M
Curat Global, LLC 1.81% No change 4,970 $1.8M
Montanova Capital, LLC 0.05% Reduce -96.9% 4,970 $1.8M
Wbi Investments, LLC 0.51% Add +107.6% 4,965 $1.8M
Millington Securities, LLC 0.51% — 4,965 $1.8M
Financial Harvest, LLC 1.08% Add +50.8% 4,964 $1.8M
Index Technologies Group LLC 2.00% Add +5.4% 4,963 $1.8M
Arkos Global Advisors 0.23% Add +54.5% 4,961 $1.8M
Smallwood Wealth Investment Management, LLC 0.97% Reduce -1.8% 4,949 $1.8M
Brio Consultants, LLC 0.22% Reduce -4.9% 4,453 $1.8M
Hibernia Wealth Partners, LLC 0.54% Add +18.1% 4,947 $1.8M
Cravens & Co Advisors, LLC 1.19% Add +17.2% 4,947 $1.8M
Roble, Belko & Company, Inc 0.23% Add +0.8% 4,946 $1.8M
Capital Investment Management, Inc. 0.63% Add +7.5% 4,941 $1.8M
RVW Wealth, LLC 0.14% Add +6.7% 4,933 $1.8M
Eclectic Associates Inc. 0.24% Add +14.3% 4,931 $1.8M
Braun-Bostich & Associates Inc. 1.14% Reduce -23.9% 4,921 $1.8M
Accelerate Investment Advisors LLC 1.22% Reduce -0.6% 4,915 $1.8M
Keystone Financial Services 0.53% Add +18.9% 4,912 $1.8M
Markin Asset Management, LP 2.00% Reduce -8.1% 4,911 $1.8M
Atlatl Advisers LLC 1.35% Reduce -42.0% 4,908 $1.8M
Primoris Wealth Advisors, LLC 1.27% Reduce -27.2% 4,899 $1.8M
Heritage Wealth Management, Inc. 1.01% Add +0.5% 4,898 $1.8M
JBR Co Financial Management Inc 0.76% No change 3,744 $1.8M
Malaga Cove Capital, LLC 0.65% Add +10.7% 4,890 $1.8M
T3 Companies, LLC 2.49% New 4,876 $1.8M
Providence First Trust Co 0.63% Reduce -10.0% 4,871 $1.8M
M1 Capital Management LLC 0.83% Reduce -2.3% 4,869 $1.8M
Cunning Capital Partners, LP 0.92% No change 4,862 $1.8M
Dala Group, LLC 1.50% Add +51.2% 4,833 $1.8M
Trademark Financial Management, LLC 0.88% Add +19.6% 4,845 $1.8M
Yukon Wealth Management, Inc. 1.07% Add +5.6% 4,840 $1.8M
Guardian Financial Partners, LLC 0.76% Reduce -1.0% 4,840 $1.8M
Corundum Trust Company, INC 4.08% Add +0.6% 4,823 $1.8M
Veery Capital, LLC 0.55% Reduce -0.7% 4,820 $1.8M
Tudor Financial Inc. 0.91% Add +0.3% 4,819 $1.8M
Echo45 Advisors LLC 1.00% Reduce -3.2% 4,814 $1.8M
Planning Center, Inc. 0.18% Add +12.9% 4,809 $1.8M
Narus Financial Partners, LLC 0.47% Add +18.0% 4,808 $1.8M
Wealthcare Capital Partners, LLC 0.83% Add +3.4% 4,807 $1.8M
Mine & Arao Wealth Creation & Management, LLC. 0.75% Reduce -3.8% 4,806 $1.8M
Sachetta, LLC 0.96% Add +8.9% 4,806 $1.8M
Hardworking Capital Advisors, LLC 1.66% Add +5.9% 4,805 $1.8M
Pacific Center for Financial Services 0.45% Reduce -0.2% 4,804 $1.8M
Cypress Capital, LLC 0.51% Add +0.1% 4,800 $1.8M
Zinnia Wealth Advisory, LLC 1.99% Reduce -1.0% 4,794 $1.8M
LightSquare Wealth Management, LLC 1.33% — 4,794 $1.8M
Vista Investment Partners Ii, LLC 0.80% Reduce -0.3% 4,792 $1.8M
Thoma Capital Management LLC 1.05% Add +17.5% 4,791 $1.8M
Whipplewood Advisors, LLC 0.92% Add +9.8% 4,782 $1.8M
McNaughton Wealth Management, LLC 0.73% Add +23.6% 4,781 $1.8M
Wallace Advisory Group, LLC 1.89% Reduce -5.1% 4,779 $1.8M
Absolute Capital Management, LLC 0.59% Add +8.4% 4,771 $1.8M
SK Wealth Management, LLC 0.49% Reduce -1.7% 4,736 $1.8M
Comprehensive Wealth Management, LLC 0.89% Reduce -2.9% 4,768 $1.8M
Independent Family Office, LLC 0.72% Reduce -0.6% 4,740 $1.8M
Frazier Financial Advisors, LLC 0.97% Add +14.2% 4,727 $1.7M
PFG Private Wealth Management, LLC 0.74% Add +2.4% 4,725 $1.7M
ERn Financial, LLC 0.33% Add +0.6% 4,721 $1.7M
Shulman DeMeo Asset Management LLC 0.37% Reduce -0.4% 4,712 $1.7M
Ironsides Asset Advisors, LLC 0.44% Add +4.6% 4,709 $1.7M
KRS Capital Management, LLC 1.07% Reduce -1.3% 4,704 $1.7M
Ninepoint Partners LP 0.21% Reduce -26.1% 4,701 $1.7M
Riverview Trust Co 2.14% No change 4,688 $1.7M
Postrock Partners LLC 0.80% No change 4,683 $1.7M
Cedar Wealth Management, LLC 0.50% Add +3.1% 4,679 $1.7M
CPA Asset Management Group, LLC 0.58% No change 4,673 $1.7M
Elite Life Management LLC 2.17% Reduce -0.1% 4,166 $1.7M
Gambit Capital Management, LLC 1.24% Add +0.3% 4,672 $1.7M
Berry Wealth Group, LP 6.45% Reduce -4.9% 4,662 $1.7M
AllGen Financial Advisors, Inc. 0.41% Reduce -25.5% 4,656 $1.7M
Fund Advisors of America Inc 1.75% Reduce -8.2% 4,653 $1.7M
Advisory Resource Group 0.30% Reduce -41.0% 4,653 $1.7M
Cannon Wealth Management Services, LLC 1.17% Add +0.9% 4,653 $1.7M
Conrad Siegel Investment Advisors, Inc. 0.31% Add +3.5% 4,651 $1.7M
Altar Rock LLC 2.02% Reduce -2.0% 4,646 $1.7M
Unified Investment Management 1.77% Add +3.0% 4,643 $1.7M
Kelly Financial Services LLC 0.41% Reduce -0.4% 4,637 $1.7M
Prospect Financial Group LLC 1.58% Reduce -2.0% 4,636 $1.7M
Aster Capital Management (DIFC) Ltd 0.56% Reduce -43.9% 4,571 $1.7M
Womack Financial LLC 1.26% Add +0.7% 4,630 $1.7M
BlueChip Wealth Advisors LLC 0.75% Add +4.7% 4,684 $1.7M
Sterling Wealth Management, Inc. 0.47% Reduce -0.1% 4,629 $1.7M
FreeGulliver LLC 0.72% Reduce -2.1% 4,621 $1.7M
Latash Investments, LLC 1.32% No change 4,610 $1.7M
Account Management LLC 1.86% No change 4,595 $1.7M
First Hawaiian Bank 0.24% No change 4,593 $1.7M
Palatine Hill Wealth Management, LLC 1.48% Reduce -6.3% 4,586 $1.7M
Element Wealth, LLC 0.70% Reduce -1.3% 4,585 $1.7M
Mountain Capital Investment Advisors Inc. 0.25% Add +1.1% 3,995 $1.7M
Yoder Wealth Management, Inc. 0.77% Add +5.4% 4,573 $1.7M
Rather & Kittrell, Inc. 0.26% Reduce -5.6% 4,572 $1.7M
Long Road Investment Counsel, LLC 0.66% No change 4,567 $1.7M
Wiser Wealth Management, Inc 0.36% Add +4.8% 4,561 $1.7M
Peterson Wealth Advisors, LLC 0.22% Reduce -0.9% 4,560 $1.7M
Navigate Wealth Management, LLC 1.18% — 3,975 $1.7M
Lecap Asset Management Ltd. 0.63% New 4,555 $1.7M
Integrity Wealth Partners, LLC 1.52% — 4,548 $1.7M
Perissos Private Wealth Management, LLC 1.46% Reduce -8.1% 4,548 $1.7M
Promethium Advisors,llc 0.87% Add +1.8% 4,545 $1.7M
American National Bank of Texas 1.60% Add +0.1% 4,544 $1.7M
Weaver C. Barksdale & Associates, Inc. 1.60% Add +6.1% 4,539 $1.7M
C M Bidwell & Associates Ltd. 0.78% Reduce -0.4% 4,539 $1.7M
IVC Wealth Advisors LLC 0.73% Add +2.7% 4,539 $1.7M
Walker Financial Services, Inc. 0.57% Reduce -19.5% 4,535 $1.7M
Vericrest Private Wealth 1.50% Reduce -5.5% 4,529 $1.7M
Causey Wealth LLC 0.71% Add +5.3% 4,522 $1.7M
Fox Run Management, L.L.C. 0.29% New 4,662 $1.7M
Frederick Financial Consultants, LLC 0.83% Reduce -11.2% 4,520 $1.7M
Ark Wealth Advisors LLC 1.65% Add +13.2% 4,508 $1.7M
Urban Wealth Management, LLC 1.71% Reduce -46.4% 4,499 $1.7M
Momentous Wealth Management, Inc. 0.95% Reduce -1.8% 4,498 $1.7M
HighMark Wealth Management LLC 0.68% Add +21.5% 4,506 $1.7M
Element Pointe Advisors, LLC 0.31% Reduce -5.0% 4,490 $1.7M
IFS Group,LLC 1.48% — 4,489 $1.7M
Warburton Capital Management, LLC 0.81% Reduce -12.2% 4,447 $1.7M
Redwood Financial Network Corp 1.09% Add +0.5% 4,481 $1.7M
Armstrong, Fleming & Moore, Inc 0.70% Add +4.0% 4,481 $1.7M
WJ Financial Advisors LLC 1.34% Add +72.3% 4,477 $1.7M
Payne Capital Management, LLC 0.50% Add +4.2% 4,474 $1.7M
RPS Advisory Solutions LLC 0.94% Reduce -15.2% 4,472 $1.7M
Sard Wealth Management Group, LLC 0.90% Reduce -1.0% 4,470 $1.7M
Koa Wealth Management, LLC 1.20% Add +2.8% 4,468 $1.7M
Advocate Investing Services LLC 1.40% Add +9.5% 4,465 $1.7M
jvl associates llc 0.55% Add +9.3% 4,464 $1.7M
Southern Capital Advisors, LLC 0.77% Reduce -1.4% 4,459 $1.7M
Targeted Financial Services LLC 1.35% No change 4,454 $1.6M
Morton Brown Family Wealth, LLC 0.44% Add +0.5% 4,453 $1.6M
Prospect Financial Services LLC 1.01% Add +5.7% 4,447 $1.6M
Evergreen Wealth Partners LLC 1.26% Add +1.3% 4,445 $1.6M
Laidlaw Wealth Management LLC 5.70% Reduce -1.7% 4,438 $1.6M
Resolute Advisors LLC 0.68% Add +141.6% 4,429 $1.6M
Tripletail Wealth Management, LLC 2.23% Reduce -3.0% 4,388 $1.6M
Ankerstar Wealth, LLC 1.73% Add +17.6% 4,424 $1.6M
Tenzing Financial LLC 1.23% Reduce -8.2% 4,260 $1.6M
Visionary Horizons, LLC 0.81% Add +9.4% 4,420 $1.6M
Entrust Financial LLC 1.14% Reduce -1.0% 4,420 $1.6M
Meramec Financial Planners, LLC 0.65% Add +0.4% 3,910 $1.6M
Odyssey Capital Advisors, Inc. 1.46% Add +14.5% 4,416 $1.6M
Sharkey, Howes & Javer 0.22% Reduce -12.7% 4,413 $1.6M
Kingsbury Capital Investment Advisors LLC 1.53% — 4,412 $1.6M
PeakShares LLC 1.50% Add +58.2% 4,412 $1.6M
Voisard Asset Management Group, Inc. 0.35% Reduce -7.5% 4,410 $1.6M
VestGen Investment Management 0.90% Add +12.7% 4,408 $1.6M
NavPoint Financial, Inc. 0.66% No change 4,406 $1.6M
Drum Hill Capital, LLC 1.54% No change 4,405 $1.6M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 1.24% Reduce -7.1% 4,405 $1.6M
Rock Point Advisors, LLC 0.44% Reduce -1.1% 4,397 $1.6M
Tranquilli Financial Advisor LLC 0.95% Add +28.3% 4,396 $1.6M
WESPAC Advisors, LLC 0.89% Reduce -6.7% 4,390 $1.6M
North Forty Two & Co. 1.50% Reduce -1.4% 4,386 $1.6M
Clarion Wealth Managment Partners, LLC 1.47% Add +1.0% 4,376 $1.6M
Caldwell Investment Management Ltd. 0.63% New 4,500 $1.6M
Campbell Deegan Wealth Management, LLC 1.30% Add +1.2% 4,356 $1.6M
Collaborative Fund Advisors, LLC 1.00% — 4,353 $1.6M
Pacific Capital Wealth Advisors, Inc. 0.27% Add +6.0% 4,351 $1.6M
Potentia Wealth 0.62% Reduce -74.7% 4,351 $1.6M
Valued Retirements, Inc. 1.57% Add +0.6% 4,336 $1.6M
Wiser Advisor Group LLC 1.94% Reduce -4.2% 4,335 $1.6M
ACT Advisors, LLC. 0.68% Add +18.0% 4,331 $1.6M
P.A.W. Capital Corp. 1.28% New 4,340 $1.6M
Tailwinds Wealth, LLC 3.93% Reduce -2.7% 4,329 $1.6M
Blue Water Asset Management 0.55% Reduce -6.4% 4,325 $1.6M
LeClair Wealth Partners LLC 0.55% Reduce -66.6% 4,325 $1.6M
Crane Advisory, LLC 0.24% Reduce -7.4% 3,802 $1.6M
Cedar Mountain Advisors, LLC 0.31% Reduce -5.1% 4,305 $1.6M
Kearns & Associates LLC 0.86% No change 4,305 $1.6M
Portus Wealth Advisors, LLC 1.50% Reduce -15.8% 4,303 $1.6M
Abound Financial, LLC 0.69% Reduce -8.2% 4,285 $1.6M
Flagship Wealth Advisors, LLC 0.68% Reduce -40.6% 3,176 $1.6M
Norris Financial Group, LLC 0.52% Add +3.7% 4,269 $1.6M
Glass Jacobson Investment Advisors llc 0.54% Add +2.1% 4,267 $1.6M
Keener Financial Planning LLC 0.66% Add +13.0% 4,268 $1.6M
BHK Investment Advisors, LLC 0.53% Add +6.1% 4,266 $1.6M
Gridiron Partners, LLC 0.96% No change 4,265 $1.6M
Strategic Financial Partners, Ltd. 0.68% Reduce -0.4% 4,264 $1.6M
Gerber, LLC 0.89% Add +0.8% 4,263 $1.6M
Severin Investments, LLC 1.35% Reduce -0.8% 4,254 $1.6M
Sonoma Allocations LLC 0.54% Reduce -9.9% 4,235 $1.6M
Beta Wealth Group, Inc. 0.65% Reduce -9.1% 4,252 $1.6M
Box Hill Private Wealth LLC 1.56% Reduce -0.4% 4,251 $1.6M
Independence Wealth Advisors, LLC 0.84% Add +10.8% 4,251 $1.6M
Hobbs Group Advisors, LLC 0.47% Reduce -3.6% 4,247 $1.6M
Vantage Point Financial LLC 0.55% Reduce -14.6% 4,247 $1.6M
Oregon Pacific Wealth Management, LLC 1.64% Add +12.8% 4,243 $1.6M
Coign Capital Advisors LLC 0.82% Add +20.2% 4,241 $1.6M
Kelman-Lazarov, Inc. 0.23% Reduce -16.2% 4,239 $1.6M
Allie Family Office LLC 0.68% Add +133.7% 4,233 $1.6M
Post Resch Tallon Group Inc. 1.27% Add +16.8% 4,215 $1.6M
Integrity Wealth Solutions LLC 0.62% Add +1.8% 4,230 $1.6M
CAP Partners, LLC 0.88% Reduce -0.2% 4,223 $1.6M
Gray Private Wealth, LLC 0.79% Add +22.6% 4,220 $1.6M
Defined Wealth Management, LLC 0.91% Add +3.2% 4,209 $1.6M
Vaughan Nelson Investment Management, L.P. 0.02% Reduce -99.2% 4,205 $1.6M
New England Asset Management Inc. 0.20% Add +12.8% 4,200 $1.6M
Yoffe Investment Management, LLC 1.99% No change 4,200 $1.6M
OFS Enterprise LLC 0.46% — 4,199 $1.6M
Madrid Wealth Management, LLC 1.17% Add +183.1% 10,789 $1.6M
NerdWallet Wealth Partners, LLC 0.68% Reduce -8.6% 4,190 $1.6M
Impact Investors, Inc 1.07% Reduce -1.8% 4,181 $1.5M
1620 Investment Advisors, Inc. 1.05% Add +0.5% 4,179 $1.5M
Cannon Capital Management, Inc. 1.26% Add +24.1% 4,178 $1.5M
Creative Capital Management Investments LLC 0.44% Add +8.8% 4,178 $1.5M
Coordinated Financial Services, Inc. 0.90% Reduce -8.0% 4,174 $1.5M
Diversified Portfolios, Inc. 0.13% Reduce -5.9% 4,170 $1.5M
American Financial Advisors, LLC 0.21% Reduce -0.6% 4,167 $1.5M
Sprucegrove Investment Management Ltd. 0.25% New 4,160 $1.5M
Legacies Wealth LLC 0.98% Add +14.5% 4,158 $1.5M
Bernardo Wealth Planning LLC 0.30% Reduce -0.9% 4,155 $1.5M
MorganRosel Wealth Management, LLC 0.60% Reduce -35.4% 4,142 $1.5M
CogentBlue Wealth Advisors, LLC 1.03% Reduce -29.0% 4,140 $1.5M
WFA of San Diego, LLC 1.23% Reduce -0.6% 4,139 $1.5M
Tenon Financial LLC 0.60% Add +10.0% 4,137 $1.5M
Platinum Investment Management Ltd. 0.39% Reduce -51.8% 4,134 $1.5M
Groesbeck Investment Management Corp. 2.98% Add +0.3% 4,127 $1.5M
Nova Wealth Management, Inc. 0.99% Add +29.6% 4,126 $1.5M
Keyes, Stange & Wooten Wealth Management, LLC 0.68% Reduce -2.3% 4,126 $1.5M
Cresta Advisors, Ltd. 0.63% Add +94.1% 4,125 $1.5M
Larry Mathis Financial Planning, LLC 1.37% Add +39.5% 4,121 $1.5M
Howard Wealth Management, LLC 0.64% Add +22.8% 4,120 $1.5M
Family Legacy Financial Solutions, LLC 1.24% Add +50.1% 4,127 $1.5M
Lakewood Asset Management LLC 0.97% Reduce -2.3% 4,113 $1.5M
RMR Capital Management, LLC 1.10% No change 4,107 $1.5M
Hardin Capital Partners, LLC 0.70% Add +2.4% 4,105 $1.5M
Tillman Hartley LLC 0.38% Reduce -43.5% 4,103 $1.5M
Advisory Advocates, LLC 1.55% Add +1.0% 4,103 $1.5M
Sentinel Pension Advisors, LLC 0.22% Add +6.0% 4,092 $1.5M
SMART Wealth LLC 0.44% Add +1.3% 4,086 $1.5M
Spring Capital Management, LLC 0.76% No change 4,083 $1.5M
Hartmann Taylor Wealth Management, LLC 1.00% Reduce -1.2% 4,082 $1.5M
Phocas Financial Corp. 0.24% No change 4,080 $1.5M
Investment Advisory Services Group LLC 1.31% Add +376.0% 4,079 $1.5M
DiNuzzo Private Wealth, Inc. 0.16% Reduce -0.6% 4,078 $1.5M
Brand Asset Management Group, Inc. 0.39% Add +18.4% 4,073 $1.5M
Kingsman Wealth Management, Inc. 0.84% Reduce -70.9% 4,064 $1.5M
William B. Walkup & Associates, Inc. 0.90% No change 4,001 $1.5M
SilverOak Wealth Management LLC 0.24% Reduce -8.1% 4,053 $1.5M
Emergent Wealth Advisors, LLC 0.89% Add +22.6% 4,051 $1.5M
New Vernon Investment Management LLC 1.59% No change 4,042 $1.5M
Everstar Asset Management, LLC 0.79% Add +5.4% 4,029 $1.5M
Wetzel Investment Advisors, Inc. 0.59% Reduce -10.0% 4,028 $1.5M
Wheelhouse Advisory Group LLC 0.49% Reduce -1.7% 4,018 $1.5M
Castleview Partners, LLC 0.76% Reduce -10.9% 4,014 $1.5M
Integras Partners LLC 0.98% Reduce -1.1% 4,013 $1.5M
Oxford Wealth Group, LLC 0.81% Reduce -13.7% 4,001 $1.5M
First Wilshire Securities Management Inc. 0.33% No change 4,000 $1.5M
Custos Family Office, LLC 1.03% Add +71.0% 3,999 $1.5M
Client First Investment Management LLC 0.77% No change 3,995 $1.5M
Dale Q Rice Investment Management Ltd 1.12% Reduce -0.1% 3,994 $1.5M
Chatterton & Associates Inc. 1.04% Add +17.0% 3,962 $1.5M
Lifelong Wealth Advisors, Inc. 0.39% Add +19.7% 3,991 $1.5M
Integrated Capital Management, LLC 0.62% Add +8.1% 3,991 $1.5M
Define Financial, LLC 0.80% Add +2.2% 3,989 $1.5M
Kurv Investment Management LLC 1.56% Add +22.7% 4,103 $1.5M
Vermillion & White Wealth Management Group, LLC 0.85% Add +4.3% 3,977 $1.5M
Marotta Asset Management 0.27% Reduce -0.3% 3,983 $1.5M
Colorado Capital Management, Inc. 0.55% Add +50.9% 3,975 $1.5M
Calder Financial LLC 1.46% Add +0.2% 3,976 $1.5M
Ironwood Investment Management LLC 0.61% Reduce -3.5% 3,966 $1.5M
Trinity Financial Advisors LLC 0.42% Add +0.7% 3,965 $1.5M
Columbia River Financial Group, LLC 0.85% Reduce -1.3% 3,960 $1.5M
Artesa Financial Group, LLC 1.40% Add +5.1% 3,960 $1.5M
Integrity Investment Advisors, LLC 0.79% Reduce -5.9% 3,956 $1.5M
Virtus Investment Advisers, LLC 0.40% Add +12.2% 3,948 $1.5M
NBZ Investment Advisors LLC 0.64% Add +33.0% 3,946 $1.5M
Battery Global Advisors, LLC 0.78% Add +23082.3% 3,941 $1.5M
Sierra Ocean, LLC 1.20% Reduce -0.1% 3,939 $1.5M
Veridan Wealth LLC 0.55% Add +11.9% 3,936 $1.5M
Winebrenner Capital Management LLC 0.93% Add +3.3% 3,929 $1.5M
Old Peak Finance LLC 0.85% Add +3.1% 3,927 $1.5M
Godfrey Financial Associates, Inc. 1.25% Add +0.2% 3,926 $1.5M
WealthPoint Financial, LLC 1.21% Add +11.0% 3,921 $1.5M
Saxony Capital Management, LLC 0.84% Add +2.9% 3,919 $1.5M
Vista Investment Management 0.49% Add +4.5% 3,917 $1.5M
Pinnacle Wealth Management, LLC 0.98% Reduce -17.9% 3,917 $1.5M
One Wealth Map LLC 0.71% Add +8.6% 3,498 $1.4M
HFG Advisors, Inc. 1.02% Add +51.1% 3,911 $1.4M
ASL Financial, LLC 1.16% Add +0.2% 3,910 $1.4M
Pursuit Wealth Strategies, LLC 2.01% Add +4.0% 3,906 $1.4M
Ferguson Shapiro LLC 0.44% Add +13.3% 3,905 $1.4M
Lane Brothers & Co. Inc. 1.05% Reduce -0.8% 3,904 $1.4M
Range Financial Group LLC 0.48% Add +6.2% 3,902 $1.4M
Awm Capital, LLC 0.13% Add +29.2% 3,901 $1.4M
Alliance Private Wealth, LLC 0.52% Add +11.4% 3,901 $1.4M
Hansen & Associates Financial Group, Inc. 0.78% Reduce -21.4% 3,866 $1.4M
Henrickson Nauta Wealth Advisors, Inc. 0.40% Reduce -35.6% 3,897 $1.4M
WealthSpring Partners, LLC 1.32% Add +2.5% 3,896 $1.4M
Eq Wealth Advisors, LLC 0.84% Reduce -3.7% 3,893 $1.4M
Geometric Wealth Advisors 0.18% Reduce -6.6% 3,884 $1.4M
Ethos Capital Management, Inc. 1.23% Add +19.8% 3,883 $1.4M
Silver Oak Advisory Group, Inc. 0.62% Reduce -1.0% 3,883 $1.4M
Tacita Capital Inc 0.85% Reduce -5.0% 3,861 $1.4M
Financial Network Wealth Advisors LLC 1.46% Reduce -1.9% 3,858 $1.4M
Muirfield Wealth Advisors LLC 1.05% Reduce -1.7% 3,857 $1.4M
Global Trust Wealth Management LLC 1.08% Add +4.0% 3,857 $1.4M
Gentry Private Wealth, LLC 0.86% Add +28.5% 3,849 $1.4M
Guardian Capital, LLC 1.36% Reduce -29.4% 3,848 $1.4M
BankChampaign, National Association 1.41% Add +0.9% 3,847 $1.4M
Horizon Bancorp Inc. 0.68% Add +0.6% 3,843 $1.4M
Kuhn & Co Investment Counsel 0.92% Add +7.8% 3,839 $1.4M
Barnes Dennig Private Wealth Management LLC 1.41% Add +0.4% 3,837 $1.4M
Hurlow Wealth Management Group, Inc. 0.34% Reduce -0.2% 3,830 $1.4M
Rebalance, LLC 0.08% Reduce -12.4% 3,817 $1.4M
Smith Partners Wealth Management, LLC 1.27% No change 3,816 $1.4M
Guidance Point Advisors, LLC 0.34% Reduce -2.6% 3,811 $1.4M
Alpha Zero LLC 0.71% Reduce -8.7% 3,799 $1.4M
Panoramic Investment Advisors, LLC 0.76% Add +19.6% 3,799 $1.4M
Demars Financial Group, LLC 0.46% Add +2.2% 3,796 $1.4M
Arcus Capital Partners, LLC 0.50% Reduce -38.0% 3,793 $1.4M
Maimon Wealth Management LTD. 1.23% Add +2.1% 3,906 $1.4M
Stordahl Capital Management, Inc. 0.29% Reduce -0.5% 3,785 $1.4M
Intelligent Financial Strategies 0.73% No change 3,783 $1.4M
Turning Point Benefit Group, Inc. 0.89% Add +4.0% 3,759 $1.4M
Argus Investors' Counsel, Inc. 1.24% Reduce -8.3% 3,778 $1.4M
Mayfair Advisory Group, LLC 0.49% Reduce -6.6% 3,771 $1.4M
Pacific Capital Partners Ltd 1.38% New 3,767 $1.4M
Capital Wealth Alliance, LLC 0.63% Add +3.7% 3,752 $1.4M
Tidemark, LLC 0.35% Add +18.4% 3,747 $1.4M
Lifestyle Asset Management, Inc. 0.45% Add +11.0% 3,736 $1.4M
Sequent Planning LLC 0.33% Add +0.7% 3,733 $1.4M
BlueStem Wealth Partners, LLC 0.15% Add +19.5% 3,728 $1.4M
Santori & Peters, Inc. 0.43% Reduce -6.5% 3,728 $1.4M
AAF Wealth Management, LLC 0.57% Add +3.1% 3,728 $1.4M
J. Team Financial, Inc. 1.55% Reduce -31.9% 3,725 $1.4M
Horizon Financial Services, LLC 0.61% Add +69.6% 3,722 $1.4M
Paladin Advisory Group, LLC 1.05% No change 3,719 $1.4M
Greenhouse Wealth Management, LLC 0.85% Reduce -3.2% 3,711 $1.4M
Astra Wealth Partners LLC 0.87% Reduce -12.3% 3,705 $1.4M
Ofc Financial Planning, LLC 1.35% Add +11.0% 3,702 $1.4M
LifeGoal Investments, LLC 0.78% Add +69.8% 3,710 $1.4M
KilterHowling LLC 0.69% Add +13.7% 3,701 $1.4M
Caitlin John, LLC 0.83% Reduce -3.0% 3,701 $1.4M
Madson Wealth Advisors Inc 1.14% — 3,701 $1.4M
Athena Wealth Management, LLC 1.12% Add +60.6% 3,700 $1.4M
Omnitrust Wealth Management, Inc 1.77% Reduce -7.8% 3,699 $1.4M
Haven Private, LLC 0.60% Reduce -10.9% 3,693 $1.4M
Tower Wealth Partners, Inc. 0.76% Add +25.3% 3,693 $1.4M
Tucker Asset Management LLC 0.41% Add +9.2% 3,689 $1.4M
Gross & Hartman Investments LLC 0.71% Add +5.4% 3,686 $1.4M
Value Investment Professionals, LLC 3.02% Add +0.1% 3,686 $1.4M
Systematic Financial Management LP 0.03% No change 3,685 $1.4M
Towerpoint Wealth, LLC 0.55% Reduce -3.3% 3,685 $1.4M
Capital Square, LLC 0.63% Reduce -18.0% 3,209 $1.4M
Avant Financial Advisors LLC 0.95% Reduce -1.1% 3,660 $1.4M
Compass Wealth Management, LLC 0.58% Reduce -3.0% 3,656 $1.4M
Hanover Advisors Inc. 0.55% Reduce -18.2% 3,655 $1.4M
PYA Waltman Capital, LLC 0.38% Reduce -11.5% 3,655 $1.4M
Global Wealth Strategies & Associates 0.33% Add +12.2% 3,654 $1.4M
Samjo Management, LLC 0.58% Reduce -29.1% 3,650 $1.4M
Gibson Capital, LLC 0.25% Add +0.6% 3,649 $1.4M
Livet Wealth, LLC 0.86% Reduce -3.3% 3,648 $1.4M
Baer Investment Advisory LLC 1.92% Reduce -7.2% 3,646 $1.3M
Odyssean, LLC 0.49% Add +140.0% 3,646 $1.3M
1015 Capital Partners, LLC 1.31% Add +5.5% 3,644 $1.3M
WJ Wealth Management, LLC 0.63% Reduce -6.6% 3,644 $1.3M
Strategic Equity Management 0.50% Reduce -7.0% 3,619 $1.3M
Econ Financial Services Corp 0.62% New 3,615 $1.3M
Castlekeep Investment Advisors LLC 0.72% Add +20.3% 3,611 $1.3M
Blossom Wealth Management 1.98% Reduce -5.5% 3,609 $1.3M
Rodgers & Associates, LTD 0.14% Reduce -4.4% 3,609 $1.3M
Grove Street Fiduciary, LLC 0.59% Reduce -7.6% 3,605 $1.3M
Intelligence Driven Advisers, LLC 0.23% Reduce -1.2% 3,601 $1.3M
Osbon Capital Management LLC 1.09% Add +14.4% 3,600 $1.3M
Pingora Partners LLC 0.79% Reduce -1.0% 3,598 $1.3M
Elevated Financial Group LLC 0.44% Add +5.2% 3,597 $1.3M
Croban 0.63% Add +3.5% 3,595 $1.3M
Ridgepath Capital Management LLC 0.66% Add +18.9% 3,594 $1.3M
Split Rock Private Trading & Wealth Management, LLC 1.03% Add +12.0% 3,588 $1.3M
Wealth Watch Advisors, INC 0.56% Reduce -33.8% 3,578 $1.3M
Lionsbridge Wealth Management LLC 1.33% Add +3.2% 3,578 $1.3M
Ogorek Anthony Joseph /NY/ 0.36% Reduce -0.9% 3,577 $1.3M
Opus Capital Group, LLC 0.14% Add +1.0% 3,575 $1.3M
JMG Financial Group, Ltd. 0.04% Reduce -6.6% 3,569 $1.3M
Concorde Asset Management, LLC 0.65% Reduce -36.8% 3,565 $1.3M
Barnes Wealth Management Group, Inc 0.67% Add +3.4% 3,558 $1.3M
Henderson Brothers Financial Partners, LLC 0.33% — 3,557 $1.3M
Gaddis Premier Wealth Advisors LLC 0.97% Reduce -0.1% 3,553 $1.3M
McGowan Group Asset Management, Inc. 0.17% Reduce -79.2% 3,548 $1.3M
Presilium Private Wealth, LLC 0.23% Add +4.4% 3,546 $1.3M
Gardner Russo & Quinn 0.02% Reduce -4.3% 3,544 $1.3M
Clarity Wealth Development LLC 1.07% Reduce -2.8% 3,530 $1.3M
Wellington-Altus USA Inc. 0.77% Reduce -46.9% 3,503 $1.3M
Boyce & Associates Wealth Consulting, Inc. 0.99% Add +711.8% 3,523 $1.3M
25 LLC 0.40% Add +10.4% 3,521 $1.3M
Paladin Partners, LLC 0.94% Add +11.3% 3,516 $1.3M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.19% Add +29.5% 3,510 $1.3M
Asempa Wealth Advisors 1.13% Reduce -0.9% 3,515 $1.3M
Cedrus Wealth Group LLC 1.45% Add +9.3% 3,507 $1.3M
Private Wealth Management Group, LLC 0.34% Reduce -9.2% 3,504 $1.3M
Silver Coast Investments LLC 0.41% Add +2.3% 3,499 $1.3M
North Capital, Inc. 1.10% Add +3.9% 3,499 $1.3M
Kendall Capital Management 0.27% Add +7.3% 3,498 $1.3M
Kooman & Associates 0.39% Reduce -0.2% 3,497 $1.3M
Avise Financial Cooperative, Inc. 1.08% Add +20.1% 3,495 $1.3M
Williams & Novak, LLC 0.97% Reduce -16.5% 3,502 $1.3M
Christensen, King & Associates Investment Services, Inc. 0.56% Reduce -0.4% 3,495 $1.3M
Bryant Woods Investment Advisors, LLC 0.48% Add +51.1% 3,488 $1.3M
Spectrum Wealth Advisory Group, LLC 0.48% Reduce -6.7% 3,487 $1.3M
Michael Brady & Co., LLC 1.29% Add +1.5% 3,481 $1.3M
Avail Investment Partners, LLC 1.38% — 3,478 $1.3M
Financial Enhancement Group LLC 0.16% Reduce -0.2% 3,044 $1.3M
Norman Fields, Gottscho Capital Management, LLC 0.43% Reduce -3.6% 3,474 $1.3M
Able Wealth Management LLC 0.34% Add +21.1% 3,510 $1.3M
Alpha Advisors, LLC 1.01% Add +5.6% 3,469 $1.3M
Coastline Complete Wealth LLC 0.80% Add +10.6% 3,466 $1.3M
Brooktree Capital Management 1.02% Reduce -24.4% 3,463 $1.3M
Benchmark Financial, LLC 1.15% Add +3.0% 3,458 $1.3M
Planning Directions Inc. 0.65% Add +19.6% 3,451 $1.3M
Buckland Partners Management Co LLC 0.77% Add +1.5% 3,450 $1.3M
FFT Wealth Management LLC 0.23% Add +31.5% 3,449 $1.3M
Seed Wealth Management, Inc. 0.88% No change 3,437 $1.3M
BlueSky Wealth Advisors, LLC 0.16% Add +67.3% 3,437 $1.3M
J.M. Arbour, LLC 1.22% Add +3.1% 3,431 $1.3M
Parkway Wealth Management Group, LLC 0.16% Add +118.8% 3,403 $1.3M
QP Wealth Management, LLC 2.17% Reduce -63.9% 3,419 $1.3M
OneAscent Wealth Management LLC 0.42% Reduce -24.1% 3,417 $1.3M
Pitti Group Wealth Management, LLC 1.03% Add +2.3% 3,415 $1.3M
Gouws Capital LLC 0.67% Reduce -0.7% 3,409 $1.3M
Good Steward Wealth Advisors,LLC 0.81% Reduce -6.4% 3,408 $1.3M
Noble Family Wealth, LLC 0.26% Reduce -14.4% 3,406 $1.3M
IMPACTfolio, LLC 0.54% Reduce -0.5% 3,406 $1.3M
Forthright Family Wealth Advisory LLC 0.85% Reduce -6.8% 2,996 $1.3M
Magnolia Wealth Management, LLC 0.73% Reduce -0.2% 3,405 $1.3M
Entelevest, LLC 1.30% Add +21.6% 3,401 $1.3M
Bayshore Asset Management, LLC 0.50% Add +0.3% 3,394 $1.3M
Edgewood Management LLC 0.01% No change 3,394 $1.3M
Earnest Partners LLC 0.01% No change 3,394 $1.3M
OmniStar Financial Group, Inc. 0.65% Reduce -6.0% 3,389 $1.3M
MBE Wealth Management, LLC 0.52% Add +6.0% 3,380 $1.3M
SFG Wealth Management, LLC. 0.51% Reduce -20.0% 3,378 $1.3M
Austin Asset Management Co Inc 0.21% Add +14.0% 3,378 $1.3M
Wallace Capital Management Inc. 0.14% Reduce -1.2% 3,377 $1.3M
Evolution Wealth Management Inc. 0.91% Add +55.2% 3,367 $1.2M
Wakefield Asset Management LLLP 0.33% New 3,359 $1.2M
Kickstand Ventures, Llc. 0.26% Add +32.9% 3,355 $1.2M
Tandem Wealth Advisors LLC 0.55% Add +8.1% 3,354 $1.2M
Eaton-Cambridge Inc. 0.39% Add +51.8% 3,348 $1.2M
Richwood Investment Advisors, LLC 0.95% Reduce -1.1% 3,344 $1.2M
Unify Financial Advisors 1.29% Add +8.4% 3,342 $1.2M
Cambridge Financial Group, LLC 0.42% Reduce -13.2% 3,342 $1.2M
LifePlan Investment Advisors, Inc. 0.49% Reduce -1.6% 3,337 $1.2M
Bear Mountain Capital, Inc. 0.37% Reduce -2.3% 2,952 $1.2M
G2 Capital Management, LLC / Oh 0.30% Add +0.1% 3,331 $1.2M
Holland Advisory Services, Inc. 1.65% Add +0.1% 3,322 $1.2M
Wealthgarden F.S. LLC 0.84% Add +6.4% 3,320 $1.2M
Fulcrum Equity Management 1.20% Reduce -7.0% 3,319 $1.2M
Zeit Capital LLC 0.82% Reduce -5.7% 3,317 $1.2M
Sprinkle Financial Consultants LLC 0.57% Add +4.0% 3,312 $1.2M
Flywheel Private Wealth LLC 0.70% Add +15.5% 3,310 $1.2M
Cyr Financial Inc. 0.72% Add +15.6% 3,306 $1.2M
Avid Wealth Partners LLC 0.58% Add +1.5% 3,302 $1.2M
Valtrion Capital Management, LLC 1.15% Add +9.7% 3,296 $1.2M
LGT Financial Advisors LLC 6.25% Add +1.6% 3,293 $1.2M
Navis Wealth Advisors, LLC 0.62% Add +32.7% 3,289 $1.2M
Aufman Associates Inc 0.60% Add +0.0% 3,288 $1.2M
Nova R Wealth, Inc. 0.39% Reduce -0.7% 3,288 $1.2M
Corus Family Wealth Advisors 0.99% Add +5.3% 3,285 $1.2M
Bonfire Financial 0.91% Add +6.3% 3,282 $1.2M
Portland Investment Counsel Inc. 0.39% Add +24.4% 3,279 $1.2M
James Reed Financial Services, Inc. 1.05% Reduce -0.5% 3,275 $1.2M
Sterling Financial Planning, Inc. 0.36% Reduce -3.7% 3,275 $1.2M
Brown Financial Advisory 0.60% Reduce -1.8% 3,271 $1.2M
Lionshead Wealth Management, LLC 0.89% Add +6.9% 3,267 $1.2M
Rokos Capital Management LLP 0.02% Reduce -99.5% 3,266 $1.2M
Diker Management LLC 1.08% Reduce -22.7% 3,263 $1.2M
Robinson Smith Wealth Advisors LLC 0.82% Reduce -1.1% 3,259 $1.2M
Clearview Wealth Management LLC 0.85% — 3,259 $1.2M
Sightline Wealth Advisors, LLC 0.51% Add +0.1% 3,258 $1.2M
Wealth Science Advisors LLC 0.68% No change 2,491 $1.2M
Wealth Forward, LLC 0.68% Add +0.7% 3,253 $1.2M
McClarren Financial Advisors, Inc. 0.71% Reduce -6.6% 3,253 $1.2M
Beckerman Institutional, LLC 0.64% Add +11.0% 3,251 $1.2M
Sage Investment Advisers LLC 0.89% Add +8.9% 3,254 $1.2M
Clear Investment Research, LLC 1.88% Add +5.9% 3,246 $1.2M
Stewardship Advisors, LLC 0.28% Add +7.2% 3,246 $1.2M
3 Factor Indexing, LLC 1.13% — 3,243 $1.2M
Keb Asset Management, LLC 0.23% Reduce -14.0% 3,241 $1.2M
Tanglewood Legacy Advisors, LLC 0.43% Add +0.0% 3,240 $1.2M
XY Planning Network, Inc. 0.19% Add +7.0% 3,247 $1.2M
Granite FO LLC 0.71% No change 3,232 $1.2M
Lexington Hill Partners, LLC 0.68% Add +62.6% 3,230 $1.2M
Armbruster Capital Management, Inc. 0.20% Reduce -2.0% 3,229 $1.2M
Flower City Capital 0.60% Add +0.5% 3,228 $1.2M
Slocum, Gordon & Co LLP 0.81% Reduce -3.5% 3,225 $1.2M
Vision Financial Markets LLC 1.16% Add +6.0% 3,224 $1.2M
Red Tortoise LLC 0.50% Reduce -0.1% 3,217 $1.2M
SPG Advisors LLC 18.13% Reduce -0.5% 3,823 $1.2M
Copley Financial Group, Inc. 0.72% Add +17.0% 3,215 $1.2M
Persium Advisors, LLC 0.94% Add +29.1% 3,212 $1.2M
Quaker Wealth Management, LLC 0.37% Add +20.9% 3,210 $1.2M
Plan Group Financial, LLC 0.28% Reduce -7.5% 3,208 $1.2M
Warner Financial, Inc. 0.41% No change 3,200 $1.2M
Sykon Capital LLC 0.39% Reduce -9.3% 3,200 $1.2M
Ackerman Capital Advisors, LLC 0.24% Reduce -7.1% 3,198 $1.2M
Kassira Wealth Management LLC 1.09% Add +13.9% 3,196 $1.2M
RHS Financial, LLC 0.56% Reduce -3.4% 3,187 $1.2M
Fortress Financial Group, LLC 0.87% Reduce -3.7% 3,185 $1.2M
Seneca Financial Advisors LLC 0.35% Add +0.3% 3,184 $1.2M
Brogan Financial, Inc. 0.52% Reduce -1.1% 3,183 $1.2M
Alpha Financial Partners LLC 0.70% Add +0.9% 3,182 $1.2M
Bay Capital Advisors, LLC 0.73% Reduce -7.5% 3,179 $1.2M
Austin Wealth Management, LLC 0.27% Reduce -20.5% 3,154 $1.2M
Sage Investment Counsel LLC 1.30% No change 3,176 $1.2M
Whitaker-Myers Wealth Managers, LTD. 0.23% Reduce -9.9% 3,175 $1.2M
Seven Springs Wealth Group, LLC 0.28% Reduce -1.8% 3,174 $1.2M
Serenity Investment Advisors 0.55% Reduce -6.9% 2,807 $1.2M
Aigen Investment Management, LP 0.30% Reduce -80.8% 3,172 $1.2M
Core Wealth Advisors, Inc. 0.28% Add +4.7% 3,166 $1.2M
Arbor Wealth Advisors LLC 0.82% No change 3,163 $1.2M
Financial Planning Navigators CORP 0.51% Add +27.7% 3,159 $1.2M
Petra Financial Advisors Inc. 0.72% Reduce -41.8% 3,158 $1.2M
Michels Family Financial, LLC 0.84% Add +8.2% 3,156 $1.2M
Driehaus Capital Management LLC 0.01% Reduce -21.8% 3,153 $1.2M
Sharp Wealth Advisory, LLC 0.58% Reduce -5.2% 3,147 $1.2M
PMG Wealth Management, Inc. 0.84% Reduce -22.4% 3,144 $1.2M
Stegner Investment Associates Inc. 0.64% Add +260.1% 3,144 $1.2M
ODonnell Financial Services, LLC 0.40% Reduce -0.6% 3,143 $1.2M
Dakota Community Bank & Trust NA 3.93% Reduce -4.3% 3,139 $1.2M
Morris Financial Concepts, Inc. 0.39% Reduce -0.1% 3,139 $1.2M
Welch Capital Partners LLC 0.26% No change 3,137 $1.2M
Numerai GP LLC 0.12% Reduce -42.9% 3,136 $1.2M
Lynch Investment Planning, LLC 1.04% Reduce -3.5% 3,132 $1.2M
Parker Financial LLC 0.46% Add +6.4% 3,129 $1.2M
Dorato Capital Management 0.85% Add +0.8% 3,086 $1.2M
USAdvisors Wealth Management, LLC 0.38% Add +1.6% 3,215 $1.2M
REDW Wealth LLC 0.46% Reduce -2.7% 3,116 $1.2M
Maseco LLP 0.04% Reduce -1.2% 3,115 $1.2M
Matrix Private Capital Group LLC 0.56% Add +14.9% 3,112 $1.2M
Insight 2811, Inc. 0.50% Add +0.2% 3,108 $1.2M
Lutz Financial Services LLC 0.08% Add +2.8% 3,100 $1.1M
Heartland Advisors Inc. 0.06% Add +6.2% 3,090 $1.1M
Plum Street Advisors, LLC 0.40% Reduce -1.9% 3,083 $1.1M
Trinity Wealth Management, LLC 0.42% Add +0.2% 3,074 $1.1M
Future Fund LLC 0.40% Add +0.7% 3,068 $1.1M
Dopkins Wealth Management, LLC 0.46% Add +19.1% 3,061 $1.1M
Clark & Stuart, Inc 0.76% Add +0.1% 3,056 $1.1M
Leslie Global Wealth, LLC 0.59% Add +4.5% 3,050 $1.1M
Red Reef Advisors LLC 1.18% Reduce -9.2% 3,048 $1.1M
Hudson Portfolio Management LLC 0.95% Add +47.0% 3,044 $1.1M
Kaufman Rossin Wealth, LLC 0.65% Add +19.0% 3,041 $1.1M
Karras Company, Inc. 1.14% Add +33.3% 3,041 $1.1M
Milestones Private Investment Advisors LLC 0.99% Reduce -50.1% 3,034 $1.1M
Burkett Asset Management Ltd 1.10% Add +17.3% 3,028 $1.1M
OMNI 360 Wealth, Inc. 0.58% Reduce -0.3% 3,023 $1.1M
Peak Financial Management, Inc. 0.28% Reduce -32.2% 3,009 $1.1M
MFG Wealth Management, Inc. 0.92% Reduce -41.5% 3,006 $1.1M
CM Management, LLC 0.93% New 3,000 $1.1M
Ping Capital Management, Inc. 0.43% Add +275.0% 3,000 $1.1M
Birnam Oak Advisors, LP 0.31% Reduce -50.0% 3,000 $1.1M
De Lisle Partners LLP 0.13% No change 3,000 $1.1M
Gallacher Capital Management LLC 0.43% Add +3.4% 2,998 $1.1M
Alexis Investment Partners, LLC 0.76% Reduce -36.7% 3,078 $1.1M
Reyes Financial Architecture, Inc. 0.90% Reduce -6.9% 2,980 $1.1M
Blankinship & Foster, LLC 0.24% Reduce -1.0% 2,977 $1.1M
Optima Capital LLC 0.51% Add +3.7% 2,969 $1.1M
WPWealth LLP 0.17% Reduce -3.1% 2,960 $1.1M
Pacific Excel Wealth Advisors, Inc. 1.15% Add +58.1% 2,957 $1.1M
Dogwood Wealth Management LLC 0.47% Reduce -23.6% 2,952 $1.1M
Financial Guidance Group, Inc. 0.44% Reduce -6.7% 2,952 $1.1M
Benson Wealth Management INC 1.49% Add +17.0% 2,949 $1.1M
Navigation Group, LLC 0.26% — 2,945 $1.1M
Diesslin Group, Inc. 0.49% Add +0.0% 2,940 $1.1M
Bedminster, LLC 1.01% Reduce -1.6% 2,930 $1.1M
Innovative Wealth Building LLC 0.76% Add +2.1% 2,929 $1.1M
Ehrenkranz Partners L.P. 0.86% Reduce -0.5% 2,929 $1.1M
Golden Road Advisors LLC 0.62% Reduce -1.6% 2,927 $1.1M
Hyposwiss Advisors SA 1.07% Reduce -1.9% 2,924 $1.1M
Vanguard Capital Wealth Advisors 1.00% Reduce -12.7% 2,921 $1.1M
Swmg, LLC 0.31% Reduce -7.3% 2,921 $1.1M
Blake Schutter Theil Wealth Advisors, LLC 0.88% Reduce -0.8% 2,914 $1.1M
Retirement Planning Group, LLC / NY 0.69% Add +1.9% 2,914 $1.1M
CSS LLC 0.17% Add +78.5% 2,910 $1.1M
Ballew Advisors, Inc 0.61% Reduce -0.8% 2,877 $1.1M
Saber Capital Managment, LLC 0.83% Add +20.8% 2,900 $1.1M
Windmill Hill Asset Management Ltd 0.33% Reduce -76.2% 2,899 $1.1M
Brooklands Fund Management Ltd 1.41% New 2,899 $1.1M
BostonPremier Wealth LLC 0.55% Reduce -9.0% 2,898 $1.1M
Dymon Asia Capital (singapore) Pte. LTD. 0.24% Reduce -71.9% 2,894 $1.1M
Cogent Strategic Wealth LLC 1.10% Add +139.6% 2,892 $1.1M
Rexford Capital Inc. 0.76% Add +7.0% 2,887 $1.1M
Peirce Capital Management, LLC 0.42% No change 2,885 $1.1M
JHP Wealth Management, LLC 1.02% Reduce -1.4% 2,873 $1.1M
Commerce Advisors, LLC 0.89% — 2,868 $1.1M
Good Harbor Advisors, Inc. 1.16% No change 2,860 $1.1M
Fiscal Wisdom Wealth Management, LLC 1.02% Reduce -0.9% 2,859 $1.1M
Chase Investment Counsel Corp. 0.28% Add +18.3% 2,860 $1.1M
Breachway Investments LLC 1.02% Reduce -1.6% 2,864 $1.1M
ATX Financial Planning, LLC 0.80% Reduce -6.3% 2,857 $1.1M
Defender Capital, LLC. 0.37% Add +0.1% 2,852 $1.1M
TCP Asset Management, LLC 0.14% Add +29.0% 2,851 $1.1M
FIDELIS iM, LLC 0.40% Add +21.4% 2,849 $1.1M
Mustico Financial Group, Inc. 0.73% Add +21.7% 2,477 $1.1M
Asset Allocation & Management Company, LLC 0.39% No change 2,840 $1.1M
SwitchPoint Financial Planning, LLC 0.71% Reduce -5.2% 2,837 $1.1M
Foundation Wealth Management, LLC 0.71% Reduce -15.5% 2,833 $1.0M
Conservest Capital Advisors, Inc. 0.09% Reduce -0.2% 2,828 $1.0M
Kondo Wealth Advisors, Inc. 0.39% Reduce -8.2% 2,822 $1.0M
Vestia Personal Wealth Advisors 0.49% Reduce -3.1% 2,822 $1.0M
Lavelle Capital LP 0.65% Add +2.5% 2,822 $1.0M
Kraematon Investment Advisors, Inc. 0.85% Reduce -6.8% 2,821 $1.0M
Equita Financial Network, Inc. 0.33% Reduce -2.9% 2,811 $1.0M
Bright Futures Wealth Management, LLC. 0.71% Add +4.9% 2,810 $1.0M
Tilson Financial Group, Inc. 0.31% Add +0.1% 2,810 $1.0M
S&A Financial Services, Inc. 0.71% — 2,807 $1.0M
Penobscot Wealth Management 0.31% Add +1.2% 2,802 $1.0M
American Capital Advisory, LLC 0.42% Add +3.0% 2,801 $1.0M
Harvest Investment Advisors, LLC 0.58% Reduce -3.3% 2,801 $1.0M
Bantamac Capital, LLC 0.75% No change 2,800 $1.0M
Presidio Capital Management, LLC 0.30% Add +1.8% 2,796 $1.0M
Arlington Capital Management, Inc. 0.58% Reduce -1.7% 2,790 $1.0M
E-Wealth Partners, LLC 0.84% Add +47.1% 2,790 $1.0M
Climber Capital SA 0.68% Add +108.4% 2,790 $1.0M
Jmac Enterprises LLC 0.20% No change 2,786 $1.0M
GatePass Capital, LLC 0.51% Add +29.9% 2,785 $1.0M
Integrity Wealth Advisors, Inc. 0.62% Add +30.4% 2,782 $1.0M
21 West Wealth Management LLC 0.96% Reduce -1.0% 2,781 $1.0M
West Financial Advisors, LLC 0.17% Reduce -1.7% 2,781 $1.0M
Joseph P. Lucia & Associates, LLC 0.37% Reduce -4.3% 2,779 $1.0M
ASO GROUP Ltd 0.43% No change 2,776 $1.0M
BG Investment Services, LLC 0.85% Add +78.1% 2,771 $1.0M
Cairn Investment Group, Inc. 0.51% Reduce -3.6% 2,770 $1.0M
Seaside Wealth Management, Inc. 0.29% Reduce -0.8% 2,765 $1.0M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.92% Add +18.0% 2,764 $1.0M
R. W. Roge & Company, Inc. 0.49% Reduce -6.3% 2,762 $1.0M
Signature Resources Capital Management, LLC 0.48% Reduce -1.5% 2,758 $1.0M
Ipsen Advisor Group LLC 0.71% Add +2.0% 2,754 $1.0M
Epiq Partners, LLC 0.49% Add +1.3% 2,751 $1.0M
Charter Capital Management, LLC\DE 0.50% Add +46.4% 2,724 $1.0M
Camelot Portfolios, LLC 0.76% Reduce -0.6% 2,717 $1.0M
Opus Financial Solutions LLC 0.95% Reduce -4.5% 2,712 $1.0M
Provident Living Financial Services, Inc. 1.11% Add +0.8% 2,710 $1.0M
True Link Financial Advisors, LLC 0.06% Reduce -13.8% 2,703 $1.0M
Intergy Private Wealth, LLC 0.29% Reduce -24.6% 2,702 $1.0M
Smith Asset Management Co., LLC 0.86% Add +211.8% 2,700 $999K
Diametric Capital, LP 0.26% Add +111.0% 2,692 $996K
Dedeker Financial LLC 0.87% Reduce -12.9% 2,688 $995K
A4 Wealth Advisors LLC 0.83% Reduce -3.5% 2,688 $995K
Burk Holdings LLC 0.43% Add +0.7% 2,688 $995K
Philip James Wealth Mangement, LLC 0.12% Reduce -2.7% 2,686 $994K
Thayer Partners, LLC / MA 0.47% Add +16.4% 2,685 $994K
Englebert Financial Advisers, LLC 1.13% Add +842.1% 2,685 $994K
Brightwater Advisory LLC 0.66% Reduce -5.2% 2,685 $994K
Marshall & Sterling Wealth Advisors Inc. 0.65% Add +1.9% 2,680 $992K
Covestor Ltd 0.69% Reduce -25.1% 2,677 $991K
Premier Private Wealth Management LLC 1.04% Reduce -1.6% 2,677 $991K
Oberweis Asset Management Inc./ 0.03% No change 2,665 $987K
BLVD Private Wealth, LLC 0.86% Reduce -13.8% 2,660 $985K
Waterford Advisors, LLC 0.31% Add +0.4% 2,742 $984K
Moneywise, Inc. 0.43% No change 2,659 $984K
Hirtle & Co., LLC 0.04% Reduce -16.5% 2,659 $984K
Lauterbach Financial Advisors, LLC 0.48% No change 2,655 $983K
Harbor Group, Inc. 0.14% Add +8.3% 2,653 $982K
Hiley Hunt Wealth Management 0.43% Reduce -0.6% 2,648 $980K
Stone Wealth Partners 0.88% Add +24.0% 2,647 $980K
Cushing Capital Partners, LLC 0.75% Reduce -4.3% 2,646 $979K
Wealth Advisors Northwest LLC 0.41% Reduce -6.3% 2,644 $979K
Northwest Quadrant Wealth Management, LLC 0.20% Reduce -2.5% 2,643 $978K
Constant Guidance Financial LLC 0.68% Reduce -61.6% 2,643 $978K
Trellis Wealth Advisors LLC 0.37% Add +14.1% 2,642 $978K
Main Line Retirement Advisors, LLC 0.49% Reduce -5.0% 2,639 $977K
Melfa Wealth Management, Inc. 0.56% Add +0.5% 2,637 $976K
Randall & Associates Wealth Management 0.66% Add +0.4% 2,634 $975K
Dean Investment Associates, LLC 0.14% Reduce -3.9% 2,633 $975K
GuidedMoney, LLC 0.51% Reduce -3.1% 2,632 $974K
Stuart Investment Advisors, Inc. 0.43% Add +64.8% 2,632 $974K
Alternative Investment Advisors, LLC. 0.43% Add +3.0% 2,625 $973K
SWS Partners 0.24% Reduce -0.9% 2,625 $972K
Miller Financial Services LLC 1.08% Add +12.7% 2,623 $971K
Partners in Financial Planning 0.16% Add +1.2% 2,623 $971K
TSA Wealth Managment LLC 0.31% Reduce -1.6% 2,621 $970K
Weil Company, Inc. 0.22% Reduce -19.9% 2,615 $968K
Plotkin Financial Advisors, LLC 0.48% Add +22.7% 2,607 $965K
Carroll Advisory Group, LLC 0.37% Reduce -24.4% 2,605 $964K
Alterna Wealth Management, Inc. 0.73% Add +36.7% 2,601 $963K
Belleair Asset Management, LLC 0.88% Reduce -0.2% 2,601 $963K
Glaxis Capital Management, LLC 1.20% No change 2,600 $962K
Sassicaia Capital Advisers LLC 1.08% Add +30.0% 2,600 $962K
Laurion Capital Management LP 0.10% Reduce -97.5% 2,600 $962K
Alaska Wealth Advisors, LLC 0.12% Reduce -7.8% 2,598 $962K
United Capital Management of KS, Inc. 0.15% Reduce -89.9% 2,593 $960K
Kure Advisory, LLC 0.52% Add +6.2% 2,591 $959K
marrick wealth, LLC 0.81% Add +0.4% 2,591 $959K
Rubicon Advisors, GP 0.86% Add +1.0% 2,586 $957K
KERR FINANCIAL PLANNING Corp 0.68% Add +2.2% 2,237 $957K
McMill Wealth Management 0.25% Add +12.1% 2,582 $956K
O'Connor Financial Group LLC 0.39% Reduce -0.1% 2,581 $955K
Daviman Financial, LLC 0.56% Add +12.4% 2,575 $953K
FORM Wealth Advisors, LLC 0.11% Reduce -1.2% 2,575 $953K
Johnson Wealth Management, LLC 0.46% Reduce -17.1% 2,569 $951K
Wealth Group Ltd 0.22% Reduce -0.6% 2,569 $951K
Chris Bulman Inc 0.41% Reduce -5.2% 2,559 $947K
Boulder Wealth Advisors, LLC 0.38% Reduce -5.4% 2,552 $945K
Sensible Money, LLC 0.29% Reduce -0.2% 2,552 $945K
Winslow Asset Management Inc. 0.18% No change 2,551 $944K
Meredith Wealth Planning 0.26% Add +7.5% 2,550 $944K
DORVAL Corp 0.29% Add +2.5% 2,549 $943K
Act Wealth Management, LLC 0.32% Reduce -0.2% 2,544 $942K
Petix & Botte Co 0.42% Reduce -49.0% 2,542 $941K
Carmel Capital Management L.L.C. 0.27% No change 2,539 $940K
Capstone Wealth Management, LLC 0.66% Add +1.1% 2,539 $940K
Cannon Financial Strategists, Inc. 0.12% Add +5.4% 2,537 $939K
WealthCare Asset Management, LLC 1.00% Add +4.6% 2,536 $939K
Reliant Investment Management, LLC 0.45% Reduce -1.4% 2,530 $937K
Hopwood Nicholas Hunter 0.30% Reduce -18.4% 2,528 $936K
Axecap Investments, LLC 0.64% Reduce -85.4% 2,528 $936K
Safe Harbor Family Capital, LLC 0.73% Reduce -1.4% 2,527 $935K
Greenland Capital Management LP 0.21% Reduce -22.3% 2,525 $935K
Investment Counsel Co. of Nevada 2.10% Add +65.7% 2,524 $934K
Ceera Investments, LLC 0.41% Add +7.5% 2,520 $933K
Grey Fox Wealth Advisors, LLC 0.18% Add +24.8% 2,518 $932K
Serenus Wealth Advisors, LLC 0.19% Reduce -3.0% 2,511 $930K
Stembrook Asset Management, LLC 0.91% No change 2,510 $929K
Provident Wealth Management, LLC 0.28% No change 2,508 $928K
Fortune 45 LLC 0.45% Reduce -22.4% 2,499 $925K
Wealth Management Strategies, Inc. 0.42% Reduce -0.8% 2,498 $925K
Axim Planning & Wealth 1.13% Add +48.4% 2,497 $924K
Terril Brothers, Inc. 0.25% Reduce -5.8% 2,490 $922K
Disciplined Investments, LLC 0.33% Add +5.5% 2,490 $922K
Macro Advisors, Inc. 0.38% — 2,487 $920K
GGM Financial LLC 0.42% Reduce -14.6% 2,482 $919K
Inkwell Capital LLC 0.94% Reduce -0.5% 2,480 $918K
Cornerstone Financial Management LLC 0.84% Add +3.5% 2,478 $917K
AJ Advisors, LLC 0.34% Add +0.8% 2,477 $917K
Cornerstone Advisors Asset Management, LLC 0.14% Reduce -9.1% 2,473 $915K
Retirement Wealth Solutions LLC 0.58% Reduce -5.7% 2,471 $915K
Capasso Planning Partners LLC 0.49% Reduce -2.7% 2,470 $914K
Note Advisors, LLC 0.46% Reduce -1.3% 2,468 $914K
Dominguez Wealth Management Solutions, Inc. 0.55% Add +0.0% 2,465 $912K
Columbia Advisory Partners LLC 0.58% Reduce -2.1% 2,464 $912K
TPG Financial Advisors, LLC 0.30% Reduce -4.5% 2,463 $912K
Parrish Capital LLC 0.81% No change 2,462 $911K
Marathon Strategic Advisors, LLC 0.65% No change 2,459 $910K
Verus Wealth Management, LLC 0.84% Add +0.5% 2,457 $910K
Financially in Tune, LLC 0.78% Add +6.1% 2,457 $909K
Valpey Financial Services, LLC 0.59% Add +15.6% 2,456 $909K
Mullaney, Keating & Wright, Inc. 0.49% Add +1.2% 2,445 $905K
Schwartz Investment Counsel Inc. 0.03% Reduce -17.0% 2,445 $905K
ShoreHaven Wealth Partners, LLC 0.32% Reduce -1.9% 2,444 $905K
Orin Green Financial, LLC 0.37% No change 2,442 $904K
Fortress Financial Solutions, LLC 0.94% Reduce -49.8% 2,441 $904K
Hill Investment Group Partners, LLC 0.10% Reduce -0.3% 2,439 $903K
WHI TRUST Co LLC 0.68% No change 2,437 $902K
Red Mountain Financial, LLC 0.85% Add +0.1% 2,430 $899K
REAP Financial Group, LLC 0.18% Add +6.5% 2,427 $898K
Cadia Private Client LLC 0.73% Reduce -7.3% 2,426 $898K
Sharper & Granite LLC 0.31% Reduce -3.6% 2,415 $894K
Future Financial Wealth Managment LLC 0.58% Add +14.3% 2,171 $893K
WorthPointe, LLC 0.24% Reduce -11.3% 2,409 $892K
Halter Ferguson Financial Inc. 0.20% Reduce -2.0% 2,408 $891K
BWM Planning, LLC 0.24% Add +0.3% 2,408 $891K
Vermillion Wealth Management, Inc. 0.35% Add +22.3% 2,400 $889K
Polymer Capital Management (HK) LTD 0.12% New 2,395 $887K
One Degree Advisors Inc 0.23% Reduce -4.6% 2,393 $885K
Tumwater Wealth Management, LLC 0.36% Reduce -1.5% 2,389 $884K
Merited Wealth, LLC 0.73% Add +1.4% 2,389 $884K
Great Oak Capital Partners, LLC 0.21% Reduce -2.5% 2,360 $883K
Darrow Company, Inc. 0.40% Add +4.9% 2,380 $881K
Axis Wealth Partners, LLC 0.47% Add +10.1% 2,375 $879K
CMC Financial Group 1.77% Add +0.3% 2,365 $876K
Conestoga Capital Advisors, LLC 0.02% No change 2,359 $873K
Quest 10 Wealth Builders, Inc. 0.76% Add +69.9% 2,356 $872K
Sound Portfolio Advisors, LLC 0.71% Reduce -3.3% 2,355 $872K
Brickley Wealth Management 0.15% Reduce -3.6% 2,353 $871K
Second Half Financial Partners, LLC 0.39% Reduce -19.3% 2,352 $871K
North Berkeley Wealth Management, LLC 0.46% Reduce -4.7% 2,346 $868K
Noble Wealth Management PBC 0.45% Add +0.1% 2,346 $868K
Schaeffer Financial LLC 0.73% No change 2,344 $868K
Bauman Advisory Group, LLC 0.61% Reduce -0.6% 2,343 $867K
Frontier Asset Management, LLC 0.18% Add +30.4% 2,342 $867K
RiverGlades Family Offices LLC 0.51% — 2,340 $866K
Financial Futures Ltd Liability Co. 0.38% Add +89.2% 2,340 $866K
Decision Investments, Inc. 0.98% Reduce -13.2% 2,339 $866K
Cypress Capital Management LLC (WY) 0.82% Add +1.9% 2,338 $866K
Keeler & Nadler Financial Planning & Wealth Management 0.29% Add +2.1% 2,334 $864K
Wilkins Miller Wealth Management, LLC 0.52% Add +0.1% 2,333 $864K
Copia Wealth Management 0.59% Reduce -3.4% 2,331 $863K
Presper Financial Architects, LLC 0.51% Add +4.8% 2,327 $862K
Insight Wealth Partners, LLC 0.35% Reduce -1.4% 2,327 $861K
HMV Wealth Advisors, LLC 0.40% Add +4.5% 2,323 $860K
Sierra Summit Advisors LLC 0.12% Add +20.5% 2,319 $858K
Sage Financial Management Group, Inc. 0.26% Add +6.5% 2,317 $858K
GreatBanc Trust CO 0.60% Reduce -14.5% 2,314 $857K
Fortis Advisors, LLC 0.43% Reduce -0.7% 2,313 $856K
Soundwatch Capital LLC 0.11% Reduce -18.0% 2,313 $856K
Rainey & Randall Wealth Advisors Inc. 0.14% Add +1.1% 2,311 $855K
HRC Wealth Management, LLC 0.40% Reduce -0.6% 2,309 $855K
High Probability Advisors, LLC 0.11% Add +22.6% 2,303 $853K
PenderFund Capital Management Ltd. 0.39% New 2,300 $851K
Raffa Wealth Management, LLC 0.13% Add +0.5% 2,299 $851K
Stanich Group LLC 0.65% Reduce -0.0% 2,297 $850K
AmeriServ Wealth Advisors 0.54% Reduce -3.3% 2,297 $850K
Auctus Advisors LLC 0.80% Reduce -4.3% 2,290 $848K
Investment Management Corp. /Va/ 0.73% Add +1.3% 2,286 $846K
America First Investment Advisors, LLC 0.16% Add +25.4% 2,283 $845K
Integrated Wealth Management 0.97% Add +5.8% 2,282 $845K
Websterrogers Financial Advisors, LLC 0.24% Reduce -0.2% 2,281 $844K
Curio Wealth, LLC 0.29% Add +0.7% 2,279 $844K
Richmond Brothers, Inc. 0.56% Add +0.1% 2,268 $840K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.63% Reduce -72.9% 2,043 $839K
Wrenne Financial Planning LLC 0.33% Reduce -4.7% 2,265 $838K
IAG Wealth Partners, LLC 0.09% Add +3.0% 2,265 $838K
Financial Planning Fort Collins, LLC 0.66% Reduce -1.7% 1,974 $838K
Dupree Financial Group, LLC 0.34% Add +26.9% 2,262 $837K
Prossimo Advisors, LLC 5.09% Add +14.7% 2,261 $837K
Nicholson Meyer Capital Management, Inc. 0.64% Reduce -4.2% 2,258 $836K
Swan Global Investments, LLC 0.04% Add +26.6% 2,254 $834K
Clarity Capital Advisors, LLC 0.39% Add +118.2% 2,254 $834K
Ratan Capital Management LP 0.31% Reduce -96.1% 2,250 $833K
Arnhold LLC 0.06% No change 2,250 $833K
Cedar Point Capital Partners, LLC 0.54% Add +2.5% 2,248 $832K
Independence Financial Advisors, LLC 0.25% Reduce -14.1% 2,245 $831K
Level Financial Advisors 0.21% Reduce -1.4% 2,242 $830K
Aventus Investment Advisors, Inc. 0.70% Add +10.0% 2,240 $829K
ForthRight Wealth Management, LLC 0.24% Reduce -1.4% 2,239 $829K
Long Island Wealth Management, Inc. 0.38% Add +2.9% 2,239 $829K
Opulen Financial Group LLC 0.58% Add +8.3% 2,233 $827K
Corient IA LP 0.78% Reduce -10.8% 2,230 $825K
HBE Wealth Management, LLC 0.72% Add +21.2% 2,227 $824K
Hughes Financial Services, LLC 0.13% Add +6.4% 2,222 $823K
Quartz Partners, LLC 0.32% Reduce -16.0% 2,221 $822K
Stegent Equity Advisors, Inc. 0.70% Reduce -19.9% 2,219 $822K
Juncture Wealth Strategies, LLC 0.27% Add +4.9% 2,217 $821K
6th Street Advisors, LLC 0.52% — 2,215 $820K
Shrier Wealth Management, LLC 0.30% Add +3.6% 2,215 $820K
Lighthouse Wealth Management Inc. 0.56% Reduce -6.2% 2,214 $820K
Entrewealth, LLC 0.37% Add +11.2% 2,213 $819K
Boyum Wealth Architects LLC 0.34% Reduce -7.4% 1,973 $818K
Welch Financial Planning, LLC 0.59% Add +9.7% 2,209 $818K
Passive Capital Management, LLC. 0.24% Add +3.4% 2,201 $815K
Hemming& Wealth Management, Inc. 0.57% No change 2,199 $814K
Avaii Wealth Management, LLC 0.28% Reduce -16.0% 2,185 $809K
Summit Financial Consulting LLC 0.58% Reduce -1.1% 2,184 $808K
Horrell Capital Management, Inc. 0.37% Reduce -1.6% 2,176 $805K
AdviceOne Advisory Services, LLC 0.49% Add +0.7% 2,174 $805K
Catalyst Investment Management LLC 0.89% Reduce -16.3% 1,900 $803K
Balanced Wealth Group LLC 0.29% Add +0.1% 2,167 $802K
Shakespeare Wealth Management, LLC 0.19% Reduce -3.9% 2,166 $802K
Prospera Capital Management, LLC 0.40% Add +5.9% 2,165 $802K
Synergy Investment Management, LLC 0.26% Add +10.9% 2,160 $799K
Ewing Morris & Co. Investment Partners Ltd. 0.36% Add +112.5% 2,165 $799K
Mason Investment Advisory Services, Inc. 0.04% Add +1.2% 2,158 $799K
FWG Investments, LLC. 0.51% Add +17.7% 2,147 $795K
Capital Asset Managemnet, LLC 0.89% No change 2,145 $794K
Echo Wealth Management, LLC 0.46% Reduce -22.5% 2,143 $793K
Kelsey Financial, LLC 0.69% Add +0.3% 2,134 $790K
Compton Financial Group, LLC 0.17% Add +13.2% 2,133 $789K
Entruity Wealth, LLC 0.54% No change 2,132 $789K
Bayshore Capital Advisors, LLC 0.33% New 2,129 $788K
Purewater Capital LLC 0.76% — 2,128 $788K
Kilter Group LLC 0.34% Add +12.1% 2,124 $786K
Joule Financial, LLC 0.23% Reduce -0.6% 2,117 $784K
HighRoad Wealth Advisors, LLC 0.76% Add +7.8% 2,115 $783K
Truefg, LLC 0.21% Add +3.3% 2,106 $780K
Guilbault Capital LLC 0.85% Add +2.2% 2,106 $780K
Kahn Brothers Group Inc. 0.14% Reduce -12.5% 2,092 $774K
Sentinel Advisory Group, LLC 0.38% — 2,090 $774K
Foundry Financial Group, Inc. 0.38% Add +3.9% 2,088 $773K
Mustard Seed Financial, LLC 0.46% Reduce -4.6% 2,081 $770K
DDFG, Inc 0.17% Reduce -1.6% 2,077 $769K
Verisail Partners, LLC 0.31% No change 2,074 $768K
Crabel Capital Management, LLC 7.09% New 2,071 $767K
Farnam Financial LLC 0.63% Reduce -8.9% 2,068 $765K
Ardent Capital Management, Inc. 0.33% No change 2,067 $765K
Orca Wealth Management, LLC 0.54% Reduce -0.6% 2,065 $764K
Oak Wealth Advisors LLC 0.42% Reduce -4.8% 2,062 $763K
Nalls Sherbakoff Group, LLC 0.56% No change 2,061 $763K
Stillwater Private Wealth, LLC 0.64% — 2,061 $762K
ProCore Advisors, LLC 1.17% Reduce -16.1% 2,057 $761K
Clear Point Advisors Inc. 0.59% Add +6.9% 2,052 $760K
Allen Wealth Management, LLC 0.38% Add +0.2% 2,049 $758K
Burrus Financial Services, Inc. 0.35% New 2,045 $757K
Centerline Wealth Advisors, LLC 0.27% Reduce -0.9% 2,044 $757K
Hoya Capital Real Estate, LLC 13.66% No change 2,044 $757K
Virtus Advisers, LLC 0.36% Reduce -15.8% 2,042 $756K
Elevate Wealth Advisory, Inc. 0.48% Add +4.4% 2,041 $756K
Martel Wealth Advisors LLC 0.13% Add +1.9% 2,035 $753K
Heritage Oak Wealth Advisors LLC 0.24% Add +28.4% 2,033 $753K
PFS Partners, LLC 0.34% Add +1.6% 2,033 $752K
Chico Wealth RIA 0.46% Reduce -18.1% 2,031 $752K
Walleye Partners, LLC 0.92% Add +33.8% 2,031 $752K
Brave Warrior Advisors 0.02% Add +285.7% 2,025 $750K
L.K. Benson & Company, P.C. 0.25% No change 2,022 $748K
True Vision MN LLC 0.39% New 2,018 $747K
One Plus One Wealth Management, LLC 0.31% Reduce -29.4% 2,017 $747K
CGC Financial Services, LLC 0.22% Reduce -14.3% 2,015 $746K
Wingate Wealth Advisors, Inc. 0.40% Reduce -4.4% 2,010 $744K
Covalent Partners LLC 6.54% New 2,000 $740K
Arbiter Partners Capital Management LLC 0.50% New 2,000 $740K
Freedom Financial Partners LLC 0.26% Reduce -18.4% 1,999 $740K
Cobblestone Asset Management LLC 0.33% Add +14.9% 1,999 $740K
RMG Wealth Management LLC 0.09% Reduce -1.9% 1,793 $740K
Keystone Global Partners, LLC 0.33% No change 1,995 $738K
Aureum Wealth Management, LLC 0.51% No change 1,994 $738K
LiftPoint Family Wealth Advisors LLC 0.61% Add +10.3% 1,993 $738K
Financial Symmetry Inc 0.26% Reduce -25.2% 1,803 $735K
Marathon Mission, Inc. 0.43% Reduce -22.1% 1,986 $735K
January Capital Advisors LLC 0.99% — 1,983 $734K
Compass Financial Services Inc 0.32% Add +6.7% 1,982 $734K
Master's Wealth Management Inc. 0.25% Add +55.3% 1,979 $732K
Sound Stewardship, LLC 0.34% No change 1,979 $732K
Investors Portfolio Services LLC 0.68% Add +8.6% 1,975 $732K
5T Wealth, LLC 0.29% Add +46.8% 1,977 $732K
Beacon Harbor Wealth Advisors, Inc. 0.15% No change 1,975 $731K
Single Point Partners, LLC 0.15% Reduce -34.9% 1,973 $730K
Accordant Advisory Group Inc 0.45% Add +205.6% 1,965 $727K
DeLarme Wealth Management, Inc. 0.47% Add +4.5% 1,962 $726K
Forbes Financial Planning, Inc. 0.42% No change 1,960 $726K
Ruedi Wealth Management, Inc. 0.19% Add +0.1% 1,956 $724K
Winnacle Wealth LLC 0.56% Reduce -8.0% 1,954 $723K
Dahring | Cusmano LLC 0.44% Add +9.1% 1,953 $723K
Pembroke Management, LTD 0.10% Reduce -4.6% 1,952 $723K
Southern Financial Group, LLC 0.20% Add +23.1% 1,947 $721K
United Financial Planning Group LLC 0.43% Add +15.4% 1,945 $720K
Thomas Story & Son LLC 0.28% Add +14.8% 1,945 $720K
Certior Financial Group, LLC 0.46% Reduce -3.3% 1,940 $718K
ESL Trust Services, LLC 0.14% No change 1,937 $717K
Global Wealth Management, LLC 0.39% Add +13.4% 1,936 $717K
Blue Capital, Inc. 0.47% Reduce -4.1% 1,931 $715K
Adapt Wealth Advisors, LLC 0.26% Reduce -5.0% 1,930 $714K
JDH Wealth Management, LLC 0.48% Add +35.2% 1,928 $714K
True Wealth Design, LLC 0.20% Add +43.9% 1,925 $713K
Harbor Asset Planning, Inc. 0.60% No change 1,925 $712K
Stone House Investment Management, LLC 0.13% Add +2.7% 1,920 $711K
Strategic Advisory Partners, LLC 0.56% Reduce -8.7% 1,915 $709K
Giverny Capital 0.03% Add +12.1% 1,910 $707K
Grand Central Investment Group 0.52% No change 1,908 $706K
Manuka Financial, LLC 0.44% Reduce -0.6% 1,908 $706K
Letson Investment Management, Inc. 0.27% No change 1,903 $704K
Windsor Advisory Group, LLC 0.59% Reduce -13.3% 1,900 $703K
Hunting Hill Global Capital, LLC 0.84% New 1,900 $703K
Mann Financial Group, Inc. 0.66% Add +2.0% 1,896 $702K
Uptown Financial Advisors LLC 0.57% Add +0.6% 1,890 $700K
Grand Wealth Management, LLC 0.33% Add +161.8% 1,890 $699K
MontVue Capital Management, Inc. 0.48% No change 1,889 $699K
Jim Saulnier & Associates, LLC 0.34% Add +2.1% 1,879 $695K
Stewardship Concepts Financial Services LLC 0.54% Add +11.0% 1,875 $694K
Resolute Capital, LLC 0.28% Reduce -1.4% 1,873 $693K
High Point Wealth Management, LLC 0.68% Add +7.0% 1,872 $693K
GoalFusion Wealth Management, LLC 0.31% Add +17.1% 1,871 $693K
Sovereign Investment Advisors, LLC 0.15% New 1,870 $692K
Granville Capital, Inc. 0.36% Reduce -24.4% 1,870 $692K
A&I Financial Services, LLC 0.33% No change 1,868 $691K
MRWM Advisors, LLC 0.37% Reduce -2.1% 1,868 $691K
My Portfolio Guide, LLC 0.38% — 1,849 $689K
Penney Financial, LLC 0.26% Reduce -1.5% 1,861 $689K
Stolz & Associates, PS 0.48% Reduce -68.0% 1,634 $687K
Smith & Howard Wealth Management, LLC 0.15% Reduce -6.3% 1,846 $683K
Seros Financial, LLC 0.43% Reduce -32.7% 1,845 $683K
Investment Planning Advisors, Inc. 0.19% Reduce -19.9% 1,842 $682K
Sequent Asset Management, LLC 0.33% Reduce -12.7% 1,840 $681K
Western Reserve Capital Management, LLC 0.56% No change 1,838 $680K
Whitcomb & Hess, Inc. 0.16% Add +0.1% 1,837 $680K
FMB Wealth Management 0.28% Reduce -46.1% 1,836 $680K
ArrowMark Colorado Holdings LLC 0.02% Add +2.8% 1,835 $679K
Graney & King, LLC 0.37% Reduce -10.5% 1,833 $679K
Family Investment Center, Inc. 0.13% Add +64.5% 1,833 $679K
ATLas Financial Planning LLC 0.61% Reduce -0.4% 1,831 $678K
Riverchase Wealth Management, LLC 0.35% Add +2.2% 1,826 $676K
Richard Young Associates, Ltd. 0.51% Add +45.8% 1,822 $674K
Dynamic Wealth Strategies, LLC 0.39% Reduce -19.8% 1,820 $674K
DHJJ Financial Advisors, Ltd. 0.22% Add +0.2% 1,816 $672K
Piedmont Capital Management, LLC 0.34% Add +3.9% 1,806 $672K
Investments & Financial Planning, LLC 0.36% Add +185.9% 1,810 $670K
Thompson Davis & Co., Inc. 0.45% Reduce -15.9% 1,809 $670K
Legacy Solutions, LLC 0.62% Reduce -15.9% 1,809 $670K
Weinberger Asset Management, Inc 0.25% Reduce -9.7% 1,806 $669K
LPWM LLC 0.17% Add +1.8% 1,806 $669K
Bright Financial Advisors, Inc. 0.31% Reduce -22.1% 1,804 $668K
Waller Financial Planning Group, Inc. 0.15% Add +25.4% 1,803 $667K
CBIZ Investment Advisory Services, LLC 0.02% Reduce -46.2% 1,803 $667K
Wealth Care LLC 0.59% — 1,802 $667K
Foundry Financial LLC 0.28% Reduce -19.4% 1,801 $667K
Lifetime Wealth Management P.C. 0.39% Reduce -13.4% 1,799 $666K
SpringVest Wealth Management LLC 0.45% Add +62.9% 1,798 $666K
Auour Investments LLC 0.21% Add +0.2% 1,798 $666K
Dodds Wealth, LLC 0.16% Reduce -2.5% 1,798 $665K
Carmel Capital Partners, LLC 0.24% Reduce -4.3% 1,797 $665K
Inceptionr LLC 0.16% New 1,797 $665K
DBK Financial Counsel, LLC 0.50% Add +1.0% 1,793 $664K
Carbahal Olsen Financial Services Group, LLC 0.53% Reduce -4.2% 1,793 $664K
ETF Portfolio Partners, Inc. 0.17% No change 1,789 $662K
Compass Advisory Group LLC 0.18% Add +7.0% 1,786 $661K
Boyer Financial Services, Inc. 0.70% Reduce -8.7% 1,782 $660K
Prism Planning Partners LLC 0.78% Reduce -48.9% 1,781 $659K
Foronjy Financial LLC 0.27% Reduce -2.0% 1,778 $658K
OV Management LLC 1.34% Reduce -84.0% 1,776 $657K
Citrine Capital LLC 0.28% Add +221.2% 1,776 $657K
Compass Financial Group, Inc. 0.30% No change 1,775 $657K
Stirlingshire Investments, Inc. 0.58% Add +2.3% 1,775 $657K
Cassady Wealth & Retirement Planning, LLC 0.34% Add +0.3% 1,607 $655K
PVG Asset Management Corp. 0.39% Reduce -11.7% 1,634 $653K
Hurley Capital, LLC 0.35% Reduce -1.7% 1,758 $651K
Brooklyn FI, LLC 0.14% Reduce -4.0% 1,758 $651K
Morling Financial Advisors, LLC 0.20% Reduce -27.8% 1,756 $650K
Forteris Wealth Management Inc. 0.62% Add +55.2% 1,751 $648K
Objective Capital Management, LLC 0.65% Add +25.6% 1,747 $647K
Stephens Investment Management Group LLC 0.01% No change 1,743 $645K
ShankerValleau Wealth Advisors, Inc. 0.18% No change 1,739 $644K
Enzi Wealth 0.22% Reduce -0.9% 1,734 $642K
Arkansas Financial Group, Inc. 0.09% No change 1,709 $640K
ORBA Wealth Advisors, L.L.C. 0.76% Reduce -56.7% 1,723 $638K
Horizon Family Wealth, Inc. 0.34% Reduce -9.4% 1,720 $637K
Royal Palms Capital LLC 0.63% New 1,718 $636K
Parkshore Wealth Management, Inc. 0.21% Add +4.4% 1,717 $636K
Spectrum Investment Advisors, Inc. 0.31% Reduce -7.7% 1,712 $634K
Winter & Associates, Inc. 0.55% Reduce -2.2% 1,694 $632K
MA Private Wealth 0.11% Add +8.4% 1,702 $630K
Closed-End Fund Advisors, Inc. 0.64% Add +0.1% 1,701 $630K
Jones Road Capital Management, L.P. 2.69% Reduce -41.4% 1,700 $629K
Karpus Management, Inc. 0.02% No change 1,700 $629K
Amova Asset Management Americas, Inc. 0.01% Reduce -1.7% 1,697 $628K
Highland Financial Advisors, LLC 0.17% Add +28.4% 1,695 $628K
Hegarty Advisors, LLC 0.49% No change 1,694 $627K
Asset Allocation Strategies LLC 0.11% Add +20.0% 1,682 $623K
RM Financial Services, LLC 0.54% Reduce -13.5% 1,679 $622K
TL Private Wealth 0.24% No change 1,672 $620K
Midwest Financial Network, LLC 0.49% Add +0.7% 1,675 $620K
Stone Loft Wealth Management LLC 0.44% New 1,674 $620K
MPWM Advisory Solutions, LLC 0.33% Add +1.9% 1,667 $617K
PMG Family Office LLC 0.69% Add +4.2% 1,666 $617K
American Assets Inc. 0.21% New 150,000 $617K
Woodside Wealth Management LLC 0.48% No change 1,665 $616K
Total Investment Management Inc. 0.07% Add +0.8% 1,664 $616K
denkapparat Operations GmbH 0.25% Reduce -43.5% 1,662 $615K
Avant Capital LLC 0.43% Reduce -3.8% 1,659 $614K
Councilor Wealth, LLC 0.30% Reduce -4.8% 1,659 $614K
Tull Financial Group, Inc. 0.27% Reduce -4.1% 1,659 $614K
PTM Wealth Management, LLC 0.32% Add +2.7% 1,641 $612K
Strategent Financial, LLC 0.41% No change 1,651 $611K
Eddie Patel Inc 0.47% Reduce -25.3% 1,649 $611K
LGL Partners, LLC 0.25% Add +0.1% 1,649 $610K
GEN Financial Management, INC. 0.38% Add +8.9% 1,646 $609K
Cutler Capital Management, LLC 0.20% No change 1,646 $609K
Briggs Wealth Management, Inc 0.65% No change 1,644 $609K
VanWeelden Wealth Management, LLC 0.49% No change 1,644 $609K
Blom & Howell Financial Planning, Inc. 0.60% Reduce -2.3% 1,644 $609K
Bluestem Financial Advisors, LLC 0.23% Add +0.6% 1,638 $606K
MLP3, LLC 0.67% Add +0.2% 1,634 $605K
Trace Wealth Advisors, LLC 0.45% Reduce -31.0% 1,631 $604K
Sollinda Capital Management LLC 0.15% Add +1.2% 1,630 $603K
Northland Securities, Inc. 0.57% Reduce -6.2% 1,626 $602K
Martin Investment Management, LLC 0.18% No change 1,619 $599K
Wealthstar Advisors, LLC 0.36% Reduce -11.6% 1,618 $599K
Moody Aldrich Partners LLC 0.11% Add +21.1% 1,614 $598K
Sfam, LLC 0.55% No change 1,612 $597K
Rolek Wealth Management LLC 0.43% Reduce -12.4% 1,611 $597K
Comprehensive Money Management Services LLC 0.39% Add +0.9% 1,610 $596K
Clayton Financial Group LLC 0.31% Reduce -4.1% 1,609 $596K
Baron Financial Group, LLC 0.32% Reduce -11.6% 1,608 $595K
Xena Financial Planning, LLC 0.67% Reduce -16.4% 1,606 $595K
Swiss Re Ltd. 3.63% No change 1,605 $594K
Praetorian Wealth Management, Inc. 0.11% Reduce -24.1% 1,585 $593K
Tuttle Capital Management, LLC 0.97% No change 1,600 $592K
Knott David M Jr 0.35% No change 1,600 $592K
Banco BTG Pactual S.A. 0.12% Reduce -98.0% 1,596 $591K
Alamar Capital Management, LLC 0.36% No change 1,596 $591K
Pinnacle Financial Group, LLC / IL 0.16% Reduce -19.0% 1,586 $587K
Merrithew & Thorsten Inc 0.55% Add +0.2% 1,586 $587K
Cornerstone Financial Group, LLC 0.38% Add +0.2% 1,416 $587K
Arcadia Wealth Management, LLC 0.21% Add +9.2% 1,585 $587K
TKG Advisors, LLC 0.24% Reduce -3.3% 1,584 $586K
Arcadia Wealth Management, Inc. 0.32% No change 1,580 $585K
Sara-Bay Financial 0.18% Reduce -5.6% 1,573 $582K
CFC Planning Co LLC 0.42% Add +41.8% 1,570 $581K
Fieldview Capital Management, LLC 0.17% New 1,568 $580K
Northeast Financial Group, Inc. 0.15% Reduce -30.5% 1,564 $580K
Beacon Bridge Wealth Partners, LLC 0.19% Reduce -1.4% 1,566 $580K
Luminvest Wealth Management LLC 0.15% No change 1,563 $578K
Next Level Wealth Planning, LLC 0.30% Add +10.8% 1,562 $578K
Fortitude Financial, LLC 0.31% Reduce -0.8% 1,562 $578K
Dynamic Technology Lab Private Ltd 0.09% Reduce -24.2% 1,561 $578K
Forum Private Client Group LLC 0.19% Add +21.0% 1,557 $576K
OakTrust Wealth Advisors, LLC 0.52% Add +12.5% 1,556 $576K
Summit Securities Group LLC 0.28% Reduce -87.1% 1,550 $574K
FNY Investment Advisers, LLC 0.26% New 1,550 $573K
Red Crane Wealth Management, LLC 0.47% Add +3.6% 1,542 $571K
Clark Wealth Partners 0.38% Reduce -7.1% 1,536 $569K
FPC Investment Advisory, Inc. 0.28% No change 1,338 $568K
EnRich Financial Partners LLC 0.15% No change 1,534 $568K
Whitegate Investment Counselors, Inc. 0.18% Add +0.2% 1,534 $568K
Boston Standard Wealth Management, LLC 0.09% Add +2.2% 1,524 $566K
Bravias Capital Group, LLC 0.37% Reduce -16.1% 1,528 $566K
BCM Advisors, LLC 0.11% Reduce -7.6% 1,367 $565K
Core Wealth Management, Inc. 0.17% Add +2.3% 1,526 $565K
Monetary Solutions, Ltd 0.55% Add +14.0% 1,525 $564K
New Perspectives, Inc 0.20% Add +0.1% 1,522 $564K
Aegis Wealth Management, Inc. 0.44% Add +10.7% 1,522 $563K
Oceanside Advisors LLC 0.32% Add +6.8% 1,521 $563K
Family Wealth Partners, LLC 0.19% Add +81.3% 1,516 $561K
Compass Planning Associates Inc 0.36% Add +0.2% 1,514 $560K
Midwestern Financial, LLC 0.44% Add +27.8% 1,514 $560K
Beacon Financial Planning, Inc. 0.22% Add +27.6% 1,513 $560K
BancFirst Trust & Investment Management 0.25% Reduce -14.0% 1,557 $559K
Praxis Capital Management LLC 1.30% Add +0.2% 1,507 $558K
Sunesis Advisors, LLC 0.25% Add +39.3% 1,507 $558K
DCF Advisers, LLC 0.21% New 1,500 $555K
Capital Financial Group Inc\co\ 0.30% Add +10.3% 1,496 $554K
Chicago Wealth Management, Inc. 0.22% Add +7.1% 1,487 $551K
Higgins & Schmidt Wealth Strategies LLC 0.25% Add +0.1% 1,485 $550K
Portland Financial Advisors Inc 1.14% Add +116.8% 1,485 $550K
KMT Wealth Management, LLC 0.30% Reduce -8.6% 1,484 $549K
Merkkuri Wealth Advisors LLC 0.36% Add +5.0% 1,483 $549K
Collaborative Wealth Managment Inc. 0.25% Reduce -63.5% 1,483 $549K
New England Capital Financial Advisors LLC 0.15% Add +0.1% 1,482 $548K
Graham Capital Wealth Management, LLC 0.49% No change 1,480 $548K
Networth Advisors, LLC 0.39% Add +13.3% 1,479 $547K
Cornerstone Wealth, LLC 0.31% — 1,274 $547K
Align Financial, LLC 0.31% Reduce -99.8% 1,477 $547K
Joel Adams & Associates, Inc. 0.41% No change 1,474 $546K
Prosperity Advisers, LLC 0.45% Add +3.2% 1,469 $544K
Legacy Wealth Asset Management, LLC 0.13% Add +81.2% 1,466 $543K
Krane Financial Solutions LLC 0.37% — 1,459 $540K
Denver Wealth Management, Inc. 0.19% Add +6.1% 1,457 $539K
NCP Inc. 0.90% Reduce -19.8% 1,456 $539K
Walsh & Associates, LLC 0.53% Reduce -17.3% 1,455 $539K
Legacy Wealth Managment, LLC 0.27% Add +7.9% 1,454 $538K
Bull Oak Capital, LLC 0.21% No change 1,453 $538K
Capstone Capital LLC 0.35% Add +5.2% 1,449 $536K
Strategic Wealth Advisors LLC 0.43% Reduce -1.6% 1,449 $536K
Sageworth Trust Co of South Dakota 0.42% New 1,447 $536K
CDKV Holdings LLC 0.47% Add +29.0% 1,446 $535K
Tiller Private Wealth, Inc. 0.19% Add +3.1% 1,446 $535K
Ramiah Investment Group 0.47% Add +2.2% 1,445 $535K
Vigil Wealth Management, LLC 0.43% Reduce -0.2% 1,443 $534K
BetterWealth, LLC 0.10% Add +32.2% 1,441 $533K
Contango Wealth Management LLC 0.62% No change 1,440 $533K
Sound Financial Strategies Group, LLC 0.36% Add +52.9% 1,439 $533K
Davies Financial Advisors, Inc. 4.87% Reduce -56.5% 1,437 $532K
Lloyd Advisory Services, LLC. 0.15% Add +40.3% 1,435 $531K
Kingdom Financial Group LLC. 0.15% Add +9.3% 1,435 $531K
Guardsman Private Capital Management, Inc. 0.41% No change 1,427 $528K
Financial Connections Group, Inc. 0.18% Add +1.4% 1,427 $528K
Martin Capital Advisors, LLP 0.33% Add +1.8% 1,425 $527K
PACK Private Wealth, LLC 0.24% No change 1,425 $527K
Wealthcare Capital Management LLC 0.05% No change 1,423 $527K
Shared Vision Wealth Group LLC 0.21% Reduce -6.8% 1,422 $526K
Cypress Financial Planning LLC 0.15% Add +1.1% 1,420 $525K
Family Office Research LLC 0.23% Add +0.1% 1,419 $525K
Valued Wealth Advisors LLC 0.21% Reduce -11.1% 1,408 $521K
Principia Wealth Advisory, LLC 0.29% Reduce -6.5% 1,403 $519K
Artisan Partners Limited Partnership 0.00% Reduce -99.7% 1,396 $517K
Valley Financial Group, Inc. 0.28% Reduce -24.1% 1,395 $517K
Crystal Cove Asset Management, LLC 0.68% — 1,394 $516K
Compass Financial Group, INC 0.07% Add +50.3% 1,393 $515K
Genesis Wealth Advisors, LLC 0.34% No change 1,387 $513K
Briaud Financial Planning Inc 0.13% No change 1,386 $513K
Sherman Wealth Management LLC 0.44% No change 1,384 $512K
Dynamic Financial Group 0.42% Add +6.0% 1,381 $511K
Sterling Manor Financial, LLC 0.32% Reduce -22.1% 1,379 $510K
MQS Management LLC 0.34% New 1,378 $510K
Bruce G. Allen Investments, LLC 0.33% Reduce -4.6% 1,378 $510K
MTM Financial Group, LLC 0.24% Add +6.6% 1,372 $508K
Torrey-Payne Wealth Management, LLC 0.47% Add +1.9% 1,371 $508K
O'Keefe Stevens Advisory, Inc. 0.13% No change 1,371 $508K
Lockerman Financial Group, Inc. 0.91% Reduce -3.0% 1,367 $506K
E6 Portfolios, LLC 0.53% Reduce -10.5% 1,365 $505K
J.E. Simmons & Co., P.C. 0.34% Reduce -3.7% 1,365 $505K
DiPaolo Financial Group, Inc. 0.37% Add +20.2% 1,364 $505K
Fenimore Asset Management Inc 0.01% No change 1,359 $503K
Three Cord True Wealth Management, LLC 0.28% Add +16.1% 1,354 $501K
GenWealth Group, Inc. 0.09% Add +28.7% 1,353 $501K
Spectrum Advisors, Inc. 0.40% — 1,352 $500K
Prota Financial, LLC 0.36% Reduce -6.6% 1,351 $500K
ONE Advisory Partners, LLC 0.15% Reduce -0.7% 1,350 $500K
Ledgewood Wealth Advisors, LLC 0.28% No change 1,349 $499K
Washington Capital Management, Inc. 0.42% New 1,345 $498K
Altus Wealth Management, LLC 0.22% Reduce -4.7% 1,340 $496K
Birmingham Capital Management Co. Inc. 0.21% Add +8.1% 1,339 $496K
Leo H. Evart, Inc. 0.42% — 1,339 $496K
Ehrlich Financial Group 0.28% Add +9.0% 1,333 $493K
Hoese & Co LLP 0.37% Add +8.1% 1,331 $493K
Beacon Wealthcare LLC 0.17% No change 1,330 $492K
Beck Bode, LLC 0.08% Add +41.8% 1,330 $492K
Advantage Trust Co 0.22% No change 1,328 $492K
McNamara Financial Services, Inc. 0.09% Add +74.8% 1,327 $491K
Downshift Financial, LLC 0.25% Add +6.5% 1,152 $491K
Banta Asset Management LP 0.49% No change 1,326 $491K
Scratch Capital LLC 0.28% Add +14.4% 1,324 $490K
Seek First Inc. 0.34% Add +0.2% 1,323 $490K
Lountzis Asset Management, LLC 0.18% Add +6.0% 1,319 $488K
DKM Wealth Management, Inc. 0.35% Add +1.4% 1,312 $486K
WealthTrak Capital Management LLC 0.35% Reduce -1.2% 1,312 $486K
Silver Oak Wealth Advisors Services, LLC 0.31% Reduce -27.4% 1,310 $485K
FFG Partners, LLC 0.19% Reduce -52.4% 1,305 $483K
BCGM Wealth Management, LLC 0.12% Reduce -7.5% 1,301 $481K
Ridgeline Wealth Planning, LLC 0.35% Add +3.1% 1,299 $481K
Delta Wealth Advisors LLC 0.37% Reduce -1.6% 1,297 $480K
Approach Retirement Advisors, LLC 0.40% Add +10.8% 1,296 $480K
Resolute Wealth Advisor, Inc. 0.27% — 1,291 $478K
Bay Harbor Wealth Management, LLC 0.12% Reduce -5.8% 1,290 $478K
Israel Discount Bank of New York 1.04% Reduce -4.6% 1,284 $475K
Oakmont Advisory Group, LLC 0.48% Add +22.6% 1,282 $474K
OLIO Financial Planning 0.13% Add +5.7% 1,277 $473K
Stage Harbor Financial, LLC 0.31% Reduce -24.3% 1,275 $472K
Seven Post Investment Office LP 0.15% No change 1,275 $472K
RTD Financial Advisors, Inc. 0.06% Reduce -10.3% 1,274 $472K
Oak Family Advisors, LLC 0.15% New 1,273 $471K
Hyperion Capital Advisors LP 0.23% Add +12.8% 1,271 $470K
Independent Wealth Advisors LLC 0.46% Add +3.5% 1,269 $470K
Corepath Wealth Partners LLC 0.32% Reduce -1.0% 1,253 $469K
Layline Advisors, LLC 0.52% — 1,265 $468K
Innovator Capital Management, LLC 0.05% — 1,265 $468K
Triune Financial Partners, LLC 0.11% Reduce -6.5% 1,264 $468K
Steelhead Wealth Management LLC 0.24% — 1,264 $467K
Brighton Securities Corp. 0.22% Add +0.8% 1,256 $465K
Crosspoint Financial, LLC 1.17% Reduce -19.4% 1,255 $465K
Lowery Thomas, LLC 0.26% Add +0.1% 1,250 $463K
GR Financial Group, LLC 0.15% Reduce -84.5% 1,245 $461K
Jacobs Equity LLC 0.41% Add +1.3% 1,239 $459K
NFC Investments, LLC 0.13% Reduce -16.9% 1,234 $457K
Balanced Rock Investment Advisors LLC 0.32% Add +16.5% 1,230 $455K
TopTier Wealth Management, LLC 0.28% Add +13.6% 1,229 $455K
Mid-American Wealth Advisory Group, Inc. 0.19% No change 939 $454K
Two West Capital Advisors LLC 0.24% Reduce -4.0% 1,069 $454K
Willow Financial LLC 0.46% Add +20.7% 1,223 $453K
Guardian Wealth Advisors, LLC 0.26% Reduce -0.7% 1,222 $452K
Daner Wealth Management, LLC 0.27% Reduce -6.8% 1,107 $451K
Mittelman Wealth Management 0.28% Add +126.6% 1,219 $451K
John W. Brooker & Co., CPAs 0.71% Add +23.0% 1,213 $449K
Intentional Wealth Strategies, LLC 0.42% — 1,212 $449K
Professional Financial Solutions LLC 0.40% Reduce -12.7% 1,210 $448K
HTG Investment Advisors, Inc. 0.13% Reduce -2.5% 1,205 $446K
Sugar Maple Asset Management, LLC 0.27% Add +6.2% 1,201 $444K
Capital Developers, LLC 0.40% Add +3.3% 1,199 $444K
Alpha Financial Advisors, LLC 0.14% Reduce -0.5% 1,197 $443K
Bridgefront Capital, LLC 0.11% Reduce -89.0% 1,195 $442K
Polymer Capital Management (US) LLC 0.07% Reduce -14.9% 1,191 $441K
Schiavi & Co LLC 0.13% Add +1.5% 1,187 $440K
AdvisorShares Investments LLC 0.08% Add +20.3% 1,184 $438K
Mills Wealth Advisors LLC 0.15% Add +14.2% 1,180 $437K
Fee-Only Financial Planning, L.C. 0.26% Add +1.6% 1,178 $436K
Valley Forge Investment Consultants Inc. Adv 0.13% Add +12.6% 1,177 $436K
Jackson Creek Investment Advisors LLC 0.13% Reduce -0.3% 1,174 $435K
Three Arch Wealth Management LLC 0.08% Reduce -2.8% 1,170 $433K
Heritage Wealth Management, Inc./Texas 0.18% Add +4.9% 1,166 $432K
Steph & Co. 0.12% Reduce -12.6% 1,165 $431K
Curry Webb Wealth Management LLC 0.20% Reduce -3.6% 1,157 $428K
Albert D Mason Inc. 0.28% Add +114.1% 1,156 $428K
White Wing Wealth Management 0.26% Add +4.5% 1,151 $426K
Miller Global Investments, LLC 0.39% Add +158.7% 1,146 $424K
Marmo Financial Group, LLC 0.21% Add +0.1% 1,144 $424K
Phillip James Consulting Co. 0.32% Add +6.4% 1,143 $423K
DC Investments Management, LLC 0.16% No change 1,142 $423K
Triad Investment Management 0.50% No change 1,139 $422K
Tanglewood Wealth Management, Inc. 0.03% Reduce -24.7% 1,134 $420K
Town Capital LLC 0.34% Reduce -35.8% 1,133 $419K
Aquire Wealth Advisors, LLC 0.11% Add +47.8% 1,128 $418K
Steffes Financial, Ltd. 0.22% Add +0.4% 1,127 $417K
Legacy Advisory Services, LLC 0.32% New 1,126 $417K
Omega Financial Group, LLC 0.14% Reduce -5.1% 1,120 $415K
Palladiem, LLC 0.40% Reduce -1.7% 1,110 $414K
SoundView Advisors Inc. 0.15% Reduce -20.6% 1,120 $414K
Cordant, Inc. 0.17% No change 1,113 $412K
Powerhouse Assets LLC 0.36% Add +0.1% 1,112 $411K
Northwest Financial Advisors 0.79% Add +3.3% 1,111 $411K
Wright Wealth LLC 0.27% Reduce -68.1% 1,110 $411K
Amicus Financial Advisors, LLC 0.11% Add +1.6% 1,107 $410K
Delaney Capital Management Ltd. 0.07% Reduce -6.7% 1,105 $409K
Rf&l Wealth Management, LLC 0.31% Reduce -89.4% 1,102 $408K
Holos Integrated Wealth LLC 0.21% Reduce -33.1% 1,095 $408K
Hapanowicz & Associates Financial Services, Inc 0.16% Reduce -12.7% 1,101 $408K
Ergawealth Advisors, Inc. 0.18% Reduce -19.9% 1,101 $407K
Lagoda Investment Management, L.P. 0.25% Reduce -2.2% 1,100 $407K
LBJ Family Wealth Advisors, Ltd. 0.24% No change 1,132 $406K
GK Wealth Management LLC 0.35% Reduce -82.5% 1,129 $405K
DWR Wealth Management, LLC 0.35% Add +2.7% 1,129 $405K
Roth Financial Partners LLC 0.14% No change 1,094 $405K
SWAN Capital LLC 0.15% Add +2.1% 1,093 $405K
Signal Tree Financial Partners LLC 0.31% Reduce -15.7% 1,092 $404K
Ackerman Asset Management, LLC 0.28% Add +90.2% 1,086 $402K
Pearl Planning LLC 0.21% Reduce -2.4% 1,085 $402K
Tepp RIA, LLC 0.31% Reduce -70.7% 1,083 $401K
Polaris Investment Advisors, LLC 0.29% No change 1,082 $401K
Ferguson Johnson Wealth Management Inc 0.32% Reduce -16.3% 1,080 $399K
Cottonwood Capital Advisors, LLC 0.28% No change 1,076 $398K
Key Capital Management, INC 0.26% Add +18.6% 1,076 $398K
Lam Group, Inc. 0.22% Add +17.9% 1,075 $398K
Avalon Advisory Group 0.16% No change 1,074 $398K
TrustWell Financial Advisors, LLC 0.37% Reduce -1.8% 1,073 $397K
Eq LLC 0.11% Add +6.4% 1,071 $397K
BFI Wealth Solutions, LLC 0.38% No change 1,066 $396K
Foundation Wealth Management, LLC\PA 0.14% Add +0.4% 1,068 $395K
Financial Concepts Unlimited, Inc. 0.35% — 1,067 $395K
Strid Group, LLC 0.05% Reduce -12.2% 1,061 $393K
Bannerman Wealth Management Group, LLC 0.26% Reduce -6.4% 1,054 $390K
Stonebridge Wealth Management, LLC 0.37% Add +0.5% 1,053 $390K
Kitching Partners, LLC 0.36% Reduce -36.4% 1,052 $390K
Grantvest Financial Group LLC 0.25% Add +6.0% 1,051 $389K
Koesten, Hirschmann & Crabtree, INC. 0.19% Add +20.0% 1,051 $389K
Sacks & Associates, LLC 0.29% Reduce -8.8% 1,051 $389K
Highlander Partners, L.P. 0.15% No change 1,050 $389K
Jordan Park Trust Co LLC 0.30% No change 1,048 $388K
Myecfo, LLC 0.16% Add +3.5% 1,015 $386K
FMA Wealth Management, LLC 0.26% Reduce -0.9% 1,042 $386K
George Kaiser Family Foundation 0.04% No change 1,038 $384K
FSA Investment Group, LLC 0.15% Reduce -32.3% 1,037 $384K
Straight Path Wealth Management 0.10% Add +38.5% 1,035 $383K
Pacific Park Financial, Inc. 0.25% New 1,032 $382K
Fusion Family Wealth, LLC 0.03% No change 1,031 $382K
ABS Direct Equity Fund LLC 0.29% New 920 $381K
Midway Capital Research & Management 0.36% Add +53.8% 1,026 $380K
Kirkwood Financial Services 0.13% Add +1.8% 1,024 $379K
Trailhead Planners LLC 0.36% Reduce -8.3% 1,023 $379K
Aspect Partners, LLC 0.15% Add +1.2% 1,023 $379K
IMG Wealth Management, Inc. 0.24% Reduce -40.5% 1,018 $377K
Sippican Capital Advisors 0.26% Add +18.0% 1,018 $377K
Lauer Wealth, LLC 0.30% Add +26.8% 1,002 $375K
Pinney & Scofield, Inc. 0.20% No change 1,011 $374K
Private Wealth Group, LLC 0.17% No change 1,010 $374K
Andina Capital Management, LLC 0.34% Reduce -52.0% 1,009 $374K
Hudson Capital Management LLC 0.10% Add +26.3% 1,008 $373K
Bestgate Wealth Advisors, LLC 0.67% Reduce -13.7% 1,002 $371K
Eurizon Asset Management Hungary Ltd. 0.40% Reduce -33.3% 1,000 $370K
IvyRock Asset Management (HK) Ltd 0.21% No change 1,000 $370K
Vista Finance, LLC 0.29% Reduce -2.1% 997 $369K
Directional Asset Management 0.34% Add +1.7% 996 $369K
URS Advisory LLC 0.27% Add +14.7% 992 $367K
Reicon Wealth Advisors, LLC 0.28% Add +124.2% 991 $367K
Pura Vida Investments, LLC 2.46% Reduce -17.5% 990 $366K
Axiom Financial Strategies, LLC 0.13% No change 990 $366K
Retirement Investment Advisors, Inc. 0.03% No change 757 $366K
Redwood Park Advisors LLC 0.27% Add +2.6% 984 $364K
Mirabella Financial Services LLP 0.04% Reduce -88.4% 984 $364K
TFO Wealth Partners, LLC 0.05% New 983 $364K
Centennial Advisors, LLC 0.46% Add +4.0% 973 $360K
American Financial & Tax Strategies Inc. 0.17% Reduce -0.4% 968 $358K
Stephen J. Garry & Associates, LLC 0.29% No change 966 $358K
BIT Capital GmbH 0.02% Reduce -98.9% 959 $355K
Wexford Capital LP 0.06% Reduce -10.9% 954 $353K
Pacific Wealth Management 0.19% Add +0.2% 952 $352K
Sagace Wealth Management LLC 0.24% Reduce -6.2% 951 $352K
Ameraudi Asset Management, Inc. 0.19% Reduce -6.8% 949 $351K
Hudson Oak Wealth Advisory LLC 0.30% Reduce -18.4% 947 $351K
Del-Sette Capital Management, LLC 0.21% Add +3.3% 946 $350K
Friday Financial 0.12% Add +12.5% 944 $349K
TT Capital Management LLC 0.29% Reduce -21.5% 941 $348K
Ellerson Group Inc. 0.22% Add +36.1% 927 $343K
Barnett & Company, Inc. 0.27% Add +14.4% 927 $343K
1492 Capital Management LLC 0.13% Add +14.3% 927 $343K
Infinity Wealth Counsel, LLC 0.31% Reduce -0.4% 924 $342K
Afg Fiduciary Services Limited Partnership 0.20% Add +15.8% 916 $342K
KRM Wealth Management L.L.C. 0.18% Add +0.7% 923 $342K
Maltin Wealth Management, Inc. 0.13% Add +0.1% 922 $341K
Bare Financial Services, Inc 0.09% Add +38.6% 919 $340K
Beacon Financial Strategies CORP 0.19% Reduce -0.2% 917 $339K
Treasure Coast Financial Planning 0.17% Reduce -3.8% 917 $339K
Graver Capital Management, LLC 0.26% Add +2.1% 917 $339K
Appalachian Capital Management Ltd 0.27% Add +16.8% 917 $339K
Financial Advisory Corp 0.05% No change 915 $339K
Pinnacle Family Advisors, LLC 0.16% Add +37.8% 915 $339K
Sterling Investment Advisors LLC 0.16% Add +11.5% 911 $338K
Fairman Group, LLC 0.29% Add +0.1% 912 $337K
Kropog Financial Group, LLC 0.27% Add +1.1% 911 $337K
Southern Capital Services Inc. 0.22% No change 907 $336K
Shore Point Advisors, LLC 0.13% Reduce -1.0% 906 $335K
Poinciana Advisors Group, LLC 0.26% Reduce -27.5% 903 $334K
Prairieview Wealth Partners, LLC 0.27% No change 901 $334K
Integrated Capital Management, Inc. 0.22% No change 900 $333K
Luken Investment Analytics, LLC 0.13% Reduce -6.8% 889 $329K
McGrath & Associates, Inc. 0.48% Reduce -1.0% 888 $329K
M Wealth Management, LLC 0.28% Add +29.1% 888 $329K
Sincerus Advisory, LLC 0.25% Add +7.4% 887 $329K
Invariant Investment Management 0.20% Reduce -0.8% 877 $327K
Pioneer Wealth Management Group 0.09% Add +12.7% 879 $325K
Strategic Point Investment Advisors, LLC 0.05% Reduce -8.5% 879 $325K
Western Financial Corp 0.13% Add +59.1% 878 $325K
American Investment Services, Inc. 0.07% Add +3.1% 876 $324K
Refined Wealth Management 0.20% No change 875 $324K
Bridgelight Financial Advisors, Inc. 0.27% Add +8.2% 874 $324K
Wallace Hart LLC 0.44% Reduce -79.0% 872 $323K
Thryve Wealth Management LLC 0.22% Reduce -85.3% 871 $322K
Vawter Financial, Ltd. 0.14% Reduce -3.4% 871 $322K
Price Financial Group Wealth Management, Inc 5.31% Reduce -2.5% 770 $322K
von Borstel & Associates, Inc. 0.07% Add +21.9% 868 $321K
Williams Financial, LLC 0.19% Add +0.8% 865 $320K
Envision Financial Transparency, LLC 0.31% — 863 $319K
ArborFi Advisors, LLC 0.26% No change 857 $317K
Atlantic Family Wealth, LLC 0.23% Add +98.8% 855 $317K
Financial Management, Inc. 0.30% Reduce -2.7% 854 $316K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.78% Reduce -32.3% 854 $316K
Leverty Financial Group, LLC 0.07% No change 853 $316K
Clark Estates Inc. 0.08% No change 853 $316K
Summit Investment Advisory Services, LLC 0.12% No change 851 $315K
American Alpha Advisors, LLC 0.18% New 847 $314K
Corbyn Investment Management Inc. 0.15% Reduce -1.9% 845 $313K
David Kennon Inc 0.11% No change 845 $313K
ADG Wealth Management Group, LLC 0.22% Add +36.4% 844 $312K
Prudent Man Investment Management, Inc. 0.10% Reduce -1.5% 639 $309K
Squire Investment Management Company, LLC 0.09% Reduce -5.1% 834 $309K
Bucket List Wealth Management, LLC 0.19% Reduce -42.1% 832 $308K
BCK Partners, Inc. 0.16% No change 825 $305K
truNorth Financial Services, Inc. 0.31% Add +1.9% 820 $304K
10Elms LLP 0.21% Add +27.8% 818 $303K
Vistica Wealth Advisors, LLC 0.30% Add +67.6% 818 $303K
Nestegg Advisors, Inc. 0.27% Reduce -19.2% 818 $303K
Greenfield Seitz Capital Management, LLC 0.09% Add +14.0% 814 $301K
Amara Financial, Llc. 0.21% Add +2.7% 811 $300K
Biltmore Wealth Management, LLC 0.11% Add +0.1% 808 $299K
LifeGuide Financial Advisors, LLC 0.10% No change 808 $299K
Atlantic Private Wealth, LLC 0.20% Reduce -19.8% 807 $299K
Pioneer Family Office, LLC 0.21% Reduce -15.7% 806 $298K
Pps&v Asset Management Consultants, Inc. 0.18% Reduce -1.6% 804 $297K
Barry Investment Advisors, LLC 0.07% Add +0.4% 800 $296K
SageOak Financial, LLC 0.21% No change 797 $295K
New Harbor Financial Group, LLC 0.05% Reduce -17.8% 797 $295K
Measured Risk Portfolios, Inc. 0.32% Reduce -23.1% 793 $293K
Spectrum Financial Alliance Ltd LLC 0.06% Add +2.7% 793 $293K
Goodman Financial Corp 0.05% No change 787 $291K
Nottingham Advisors, Inc. 0.04% No change 786 $291K
Mullooly Asset Management, Inc. 0.11% No change 785 $291K
Rice Hall James & Associates, LLC 0.02% No change 784 $290K
Theory Financial LLC 0.10% Add +9.7% 781 $289K
Williamson Legacy Group, LLC 0.22% Reduce -18.6% 780 $289K
Keystone Financial Group, Inc. 0.15% No change 779 $288K
Tme Financial, Inc. 0.20% New 778 $288K
Kinloch Capital, LLC 0.12% Reduce -4.9% 776 $287K
Oxford Asset Management LLP 0.12% New 775 $287K
Clarity Asset Management, Inc. 0.14% Add +0.1% 772 $286K
Ridgeline Wealth, LLC 0.20% Add +3.8% 772 $286K
SWP Financial LLC 0.15% Reduce -2.5% 772 $286K
Causeway Capital Management LLC 0.00% Reduce -20.0% 772 $286K
Guardian Wealth Management, LLC 0.09% Add +3.1% 765 $283K
Magnetar Financial LLC 0.00% Reduce -36.1% 786 $282K
Sullivan Wood Capital Management LLC 0.49% Add +7.8% 762 $282K
Kieckhefer Group LLC 0.13% Add +69.3% 762 $282K
Pzena Investment Management LLC 0.00% New 762 $282K
NorthLanding Financial Partners, LLC 0.23% No change 761 $282K
Peak Wealth Management LLC 0.23% Reduce -0.8% 758 $281K
Kennicott Capital Management LLC 0.15% No change 755 $279K
Keystone Financial Services, LLC 0.19% Add +9.8% 753 $279K
Fullerton Advisors, LLC 0.29% Add +6.2% 751 $278K
Mendota Financial Group, LLC 0.21% Reduce -23.3% 751 $278K
Graetz Wealth LLC 0.25% Add +20.4% 750 $278K
Equity Wealth Partners, LLC 0.18% Reduce -11.9% 747 $276K
Freedom Investment Management, Inc. 0.08% Add +18.4% 739 $274K
Life Planning Partners, Inc 0.21% Add +40.5% 739 $273K
Private Wealth Advisors, LLC 0.08% Add +1.6% 738 $273K
Ruane, Cunniff & Goldfarb L.P. 0.00% Add +7.0% 737 $273K
Keenan, LLC 0.23% Add +16.3% 737 $273K
Rochester Wealth Strategies, LLC 0.17% Add +5.1% 736 $272K
Hershey Financial Advisers, LLC 0.24% Reduce -26.2% 736 $272K
City Center Advisors, LLC 0.25% Reduce -33.8% 733 $271K
JBGlobal.com LLC 0.27% No change 732 $271K
Hillcrest Wealth Advisors - NY, LLC 0.11% No change 728 $269K
Troutman Wealth Management, LLC 0.22% Add +4.8% 728 $269K
Veltria Advisors Corp. 0.90% New 654 $269K
Base Wealth Management LLC 0.15% Reduce -59.3% 723 $268K
NDWM LLC 0.17% Reduce -13.2% 723 $268K
Cornerstone Management, Inc. 0.04% Reduce -1.9% 721 $267K
IFC & Insurance Marketing, Inc. 0.28% Add +6.7% 721 $267K
St. Louis Trust Co 0.03% Reduce -53.7% 720 $267K
Envision Financial Planning, LLC 0.10% Reduce -1.1% 718 $266K
Mycio Wealth Partners, LLC 0.05% Add +1.7% 718 $266K
Holcombe Financial, Inc. 0.16% Add +3.3% 715 $265K
Buska Wealth Management, LLC 0.11% Add +3.3% 714 $264K
Inlight Wealth Management, LLC 0.10% No change 711 $263K
5th Street Advisors, LLC 0.11% Reduce -27.3% 710 $263K
BCU Wealth Advisors, LLC 0.10% No change 710 $263K
Rivernorth Capital Management, LLC 0.01% New 706 $261K
Demming Financial Services Corp. 0.19% Reduce -7.2% 699 $259K
Plus Group Wealth Advisors LLC 0.28% Add +5.4% 698 $258K
Westend Capital Management, LLC 0.08% Reduce -1.7% 695 $257K
Guardian Wealth Management, Inc. 0.14% Reduce -25.8% 693 $257K
Solutions 4 Wealth, Ltd 0.38% Reduce -1.1% 688 $255K
Applied Capital LLC 0.09% Reduce -13.4% 685 $254K
eCIO, Inc. 0.11% Add +1.5% 684 $253K
Virginia Estate & Retirement Planning Advisors Inc. 0.45% — 684 $253K
Safir Wealth Advisors, LLC 0.18% Reduce -32.4% 680 $252K
Dravo Bay LLC 0.10% Reduce -2.2% 678 $251K
Schwallier Wealth Management LLC 0.18% Add +1.0% 678 $251K
Altrius Capital Management Inc 0.05% Add +0.3% 677 $251K
Stapp Wealth Management, PLLC 0.32% No change 676 $250K
Paradigm, Strategies in Wealth Management, LLC 0.17% New 676 $250K
Interactive Financial Advisors, Inc. 0.16% Add +27.4% 674 $249K
Basso Capital Management, L.P. 0.15% Reduce -77.9% 671 $248K
Yardley Wealth Management LLC 0.13% No change 666 $247K
Five Pine Wealth Management 0.15% Reduce -13.0% 664 $246K
J2 Capital Management Inc 0.17% Reduce -6.7% 664 $246K
1 North Wealth Services LLC 0.09% Add +11.8% 663 $246K
Lee Johnson Capital Management, LLC 0.09% Reduce -0.5% 662 $245K
Laurel Wealth Planning LLC 0.13% Add +15.0% 661 $245K
Flagship Private Wealth, LLC 0.10% Reduce -6.4% 660 $244K
Fidato Wealth LLC 0.16% Add +21.1% 655 $242K
Cornerstone Wealth Advisors, Inc. 0.06% Reduce -21.6% 654 $242K
Longview Financial Advisors LLC 0.13% No change 649 $240K
Arrien Investments, Inc. 0.13% Add +13.1% 649 $240K
Arlington Partners LLC 0.48% New 645 $239K
Bluefin Capital Management, LLC 0.28% New 645 $239K
Ballast Financial Advisors LLC 0.24% Add +2.2% 641 $237K
Elite Financial, Inc. 0.11% No change 641 $237K
Perspective Wealth Advisors LLC 0.15% Add +33.7% 639 $237K
swisspartners Advisors Ltd 0.15% No change 640 $236K
Orcam Financial Group 0.17% Add +6.0% 636 $235K
Capital Wealth Management, LLC 0.06% Reduce -22.9% 635 $235K
JDM Financial Group LLC 0.09% Add +20.0% 635 $235K
Carter Financial, LLC 0.20% No change 634 $235K
Rareview Capital LLC 0.14% No change 471 $234K
Hanseatic Management Services Inc. 0.22% — 632 $234K
Fischer Investment Strategies, LLC 0.14% Reduce -9.3% 632 $234K
Rachor Investment Advisory Services, LLC 0.12% Reduce -13.1% 628 $233K
Standard Family Office LLC 0.24% No change 616 $228K
Cambridge Capital Management, LLC 0.10% Add +2.0% 611 $226K
Keating Investment Counselors Inc. 0.06% Reduce -29.1% 608 $225K
Adirondack Capital Advisors, LLC 0.14% Add +7.0% 607 $225K
Sbe LLC Dba Cedar Cove Wealth Partners 0.12% Reduce -0.5% 607 $225K
Rye Brook Capital LLC 0.20% No change 600 $222K
Luminist Capital LLC 0.30% Add +8.1% 598 $221K
Reality Financial Planning Services, LLC 0.21% Reduce -1.5% 596 $221K
SKY-Mountain Capital Management, Inc. 0.16% Reduce -3.7% 596 $221K
Gutierrez Wealth Advisory, LLC 0.14% Reduce -32.5% 594 $220K
Aurelius Family Office LLC 0.10% No change 594 $220K
Courage Miller Partners, LLC 0.06% Add +0.2% 584 $216K
Archer Investment Management, LLC 0.09% Reduce -22.4% 584 $216K
Stonehearth Capital Management, LLC 0.09% Add +1.8% 581 $215K
Share Andrew L. 0.10% No change 575 $213K
Vestment Financial LLC 0.10% No change 509 $213K
Torren Management, LLC 0.11% Reduce -81.1% 573 $212K
Evergreen Advisors, LLC 0.05% Add +9.4% 571 $211K
Liberty Atlantic Advisors LLC 0.18% Reduce -54.9% 569 $211K
HC Advisors, LLC 0.14% Reduce -11.4% 568 $210K
Legacy Wealth Management, LLC 0.01% Add +5.6% 565 $209K
NewCorp Financial Services, Inc. 0.18% Reduce -1.1% 564 $209K
Monument Group Wealth Advisors, LLC 0.12% Reduce -52.4% 564 $209K
Heffernan Advisory, Inc. 0.19% No change 564 $209K
WJ Interests, LLC 0.08% No change 563 $208K
MJT & Associates Financial Advisory Group, Inc. 0.15% No change 563 $208K
Summit Portfolio Management, LTD. 0.13% — 562 $208K
Roan Capital Partners 0.19% — 562 $208K
Topel & Distasi Wealth Management, LLC 0.11% Reduce -38.2% 560 $207K
Sarver Vrooman Wealth Advisors 0.13% No change 557 $206K
Outfitters Financial LLC 0.16% Reduce -3.5% 555 $205K
Patton Fund Management, Inc. 0.03% Add +11.8% 549 $203K
Gagnon Securities LLC 0.05% Add +7.3% 545 $202K
Attessa Capital LLC 0.11% Add +6.7% 545 $202K
Shearwater Capital LLC 0.11% New 545 $202K
ETF Store, Inc. 0.20% Add +15.3% 542 $201K
RHL Group, LLC 0.17% Reduce -71.4% 542 $200K
Marquette Asset Management, LLC 0.03% No change 526 $195K
Generations Wealth, LLC 0.18% No change 505 $187K
Retiremitten Financial LLC 0.09% — 503 $186K
Compound Global Advisors, LLC 5.75% Add +221.2% 501 $185K
Team Financial Group, LLC 0.08% Reduce -14.2% 494 $183K
IFG Advisory, LLC 0.52% Reduce -98.9% 489 $181K
Horizons Wealth Management 0.12% Reduce -9.8% 488 $181K
Your Advocates Ltd., LLP 0.05% Reduce -5.5% 486 $180K
Robinson Value Management, Ltd. 0.09% Reduce -33.8% 450 $167K
Ecofi Investissements SA 0.30% Add +12.5% 450 $166K
Friedenthal Financial 0.08% Add +6.2% 431 $160K
Midwest Capital Advisors, LLC 0.07% Add +16.6% 422 $156K
POM Investment Strategies, LLC 0.19% Add +4.2% 420 $155K
Kings Path Partners LLC 0.05% No change 418 $155K
Access Investment Management LLC 0.04% Reduce -10.7% 410 $152K
HFM Investment Advisors, LLC 0.06% Reduce -28.7% 398 $148K
Bulwark Capital Corp 0.09% Add +135.9% 394 $146K
Consultiva Wealth Management, Corp. 0.40% No change 377 $140K
Value Aligned Research Advisors, LLC 0.00% No change 374 $138K
Strategic Advocates LLC 0.60% Reduce -96.7% 367 $136K
Stance Capital LLC 0.06% New 352 $130K
Protective Life Corp. 0.43% New 349 $129K
Imprint Wealth LLC 0.55% Reduce -35.4% 325 $120K
Evolution Advisers, Inc. 0.05% No change 326 $120K
Quarry LP 0.02% Reduce -14.2% 297 $110K
Portfolio Resources Advisor Group, Inc. 0.10% Reduce -20.2% 281 $104K
Oakum Bay Capital LLC 0.05% New 275 $102K
Gleason Group, Inc. 0.01% No change 272 $101K
Nvest Wealth Strategies, Inc. 0.07% Add +1.2% 259 $96K
Navigoe, LLC 0.05% Reduce -31.1% 246 $91K
Morgan Dempsey Capital Management LLC 0.04% No change 228 $84K
USA Financial Formulas 0.02% Add +7.7% 225 $83K
J. Stern & Co. LLP 0.01% New 200 $74K
Three Bearings Fiduciary Advisors, Inc. 0.07% Reduce -26.0% 191 $71K
Glynn Capital Management LLC 0.03% Reduce -34.7% 190 $70K
Carolina Wealth Advisors, LLC 0.03% Reduce -7.1% 183 $68K
Conquis Financial LLC 0.06% No change 162 $67K
Bellevue Group AG 0.00% Reduce -86.6% 172 $64K
PayPay Securities Corp 1.99% Reduce -20.8% 137 $58K
MilWealth Group LLC 0.01% No change 154 $57K
Bayforest Capital Ltd 0.06% Add +140.3% 149 $55K
Daytona Street Capital LLC 0.04% Add +35.0% 139 $52K
Richardson Capital Management LLC 0.02% Add +94.2% 134 $50K
Frisco Financial Planning LLC 0.04% No change 132 $49K
Blueline Advisors LLC 0.03% No change 115 $43K
NorthAvenue LLC 0.03% Reduce -39.9% 113 $42K
DB Fitzpatrick & Co, Inc 0.03% Add +26.5% 105 $39K
LM Advisors LLC 0.21% Reduce -17.7% 14,003 $38K
Q Fund Management (Hong Kong) Ltd 0.09% New 100 $37K
Bitterroot Capital Advisors LLC 0.02% New 100 $37K
Fiduciary Advisors, Inc. 0.03% No change 91 $34K
Mizuho Securities Co. Ltd. 0.43% Add +500.0% 90 $33K
PMV Capital Advisers, LLC 0.05% Reduce -27.4% 85 $31K
SIMA Wealth Partners, LLC 0.02% No change 80 $30K
Newton One Investments LLC 0.01% No change 75 $28K
Timmons Wealth Management, LLC 0.03% No change 75 $28K
Vanguard Advisers Inc. 0.00% — 67 $25K
Park Square Financial Group, LLC 0.18% Reduce -50.0% 65 $24K
IFS Advisors, LLC 0.01% Add +1.8% 57 $21K
Ball & Co Wealth Management Inc. 0.02% Add +1.8% 57 $21K
ROSS\JOHNSON & Associates LLC 0.37% Reduce -5.1% 56 $21K
Transce3nd, LLC 0.14% Add +13.2% 43 $16K
Collier Financial 0.01% New 43 $16K
Financially Speaking Inc 0.06% Reduce -18.2% 36 $13K
Akuna Securities LLC 0.01% Reduce -73.5% 35 $13K
Bernzott Capital Advisors 0.01% Reduce -57.1% 30 $11K
Fairway Wealth LLC 0.00% Reduce -74.2% 23 $9K
Sapience Investments, LLC 0.72% New 15 $6K
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.00% No change 14 $5K
Spurstone Advisory Services, LLC 0.06% New 10 $4K
Berkshire Capital Holdings Inc. 0.00% No change 10 $4K
Inspire Investing, LLC 0.00% No change 10 $4K
Bard Associates Inc. 0.00% New 9 $3K
PEAK6 LLC 0.00% Reduce -100.0% 3 $1K
Elequin Capital, LP 0.00% Reduce -100.0% 2 $740

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