NvidiaNVDA

13F holders, Q2 2024 (June 30)
4,554holders +209
284new positions
94sold out
22famous investors
$123.58avg. 13F price*

At the end of Q2 2024, 4,554 institutions reported holding Nvidia Corp. (NVDA) in their 13F filings, up 209 from Q1 2024. 284 opened new positions and 94 sold out. The largest holders were Vanguard Group Inc. ($265.0B), BlackRock Inc. ($227.2B) and FMR LLC ($129.0B). 22 famous investors held it, including Brad Gerstner (14.2% of Altimeter Capital Management's portfolio), Alex Sacerdote (8.5% of Whale Rock Capital Management's portfolio) and Philippe Laffont (6.6% of Coatue Management's portfolio).

Company
Nvidia Corp.
Sector
Technology
CUSIP
67066G104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions284$2.4B
Exits94$3.2B

All 13F filers, Q1 2024 → Q2 2024: 529,441,205 shares bought and 736,465,750 shares sold, net −207,024,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,554 holders

Vanguard Group Inc. 5.09% Add +0.5% 2,144,784,623 $265.0B
BlackRock Inc. 5.16% Add +0.9% 1,839,270,238 $227.2B
FMR LLC 8.27% Reduce -9.3% 1,043,901,017 $129.0B
State Street Corp. 5.31% Add +8.5% 981,488,729 $121.3B
Geode Capital Management, LLC 5.78% Add +1.8% 534,553,523 $65.9B
T. Rowe Price Associates Inc. 6.57% Reduce -3.7% 444,581,659 $54.9B
JPMorgan Chase & Co. 4.19% Add +3.1% 392,897,476 $48.5B
Morgan Stanley 3.22% Reduce -0.5% 336,961,259 $41.6B
Norges Bank 5.39% Add +0.8% 291,727,360 $36.0B
Northern Trust Corp. 4.99% Reduce -1.2% 239,564,658 $29.6B
Bank of America Corp. 2.44% Add +8.8% 205,929,993 $25.4B
Bank of New York Mellon Corp 4.28% Reduce -4.6% 182,622,629 $22.6B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 6.17% Add +23.4% 173,877,589 $21.5B
Nuveen Asset Management, LLC 6.01% Reduce -2.5% 166,226,953 $20.5B
Legal & General Group Plc 5.75% Reduce -0.9% 164,792,315 $20.4B
Goldman Sachs Group Inc. 3.64% Add +8.3% 150,691,820 $18.6B
Charles Schwab Investment Management Inc. 3.39% Add +2.9% 144,026,742 $17.8B
Wellington Management Group LLP 3.07% Add +11.5% 139,023,118 $17.2B
Alliancebernstein L.P. 5.41% Reduce -0.1% 125,552,527 $15.5B
Capital World Investors 2.34% Add +6.3% 116,242,474 $14.4B
Invesco Ltd. 3.03% Reduce -5.3% 115,679,254 $14.3B
Franklin Resources Inc. 4.20% Reduce -5.5% 109,573,483 $13.5B
Amundi 5.11% Reduce -0.7% 103,793,892 $13.3B
Jennison Associates LLC 8.48% Reduce -11.8% 107,036,673 $13.2B
Ameriprise Financial Inc. 3.43% Reduce -3.0% 102,422,225 $12.7B
Barclays PLC 5.79% Add +15.2% 101,873,682 $12.6B
Fisher Asset Management 5.02% Add +2.3% 93,437,327 $11.5B
Dimensional Fund Advisors LP 2.97% Add +22.3% 92,039,713 $11.4B
UBS Group AG 3.49% Add +13.8% 91,832,031 $11.3B
Royal Bank of Canada 2.73% Reduce -0.6% 91,380,120 $11.3B
Janus Henderson Group PLC 5.87% Reduce -7.1% 88,796,767 $11.0B
Deutsche Bank AG 4.92% Reduce -1.6% 88,089,258 $10.9B
Massachusetts Financial Services Co. 3.14% Reduce -9.1% 82,689,605 $10.2B
Baillie Gifford & Co. 7.90% Reduce -20.3% 82,058,614 $10.1B
HSBC Holdings PLC 6.37% Add +6.3% 80,036,096 $9.9B
GQG Partners LLC 14.17% Reduce -43.4% 75,658,084 $9.3B
Swiss National Bank 6.28% No change 74,020,000 $9.1B
Capital Research Global Investors 2.00% Add +13.7% 73,790,458 $9.1B
American Century Companies Inc. 5.58% Reduce -1.8% 73,648,364 $9.1B
Sumitomo Mitsui Trust Group, Inc. 5.84% Reduce -7.1% 64,055,653 $7.9B
California Public Employees Retirement System 5.71% Reduce -18.1% 62,999,227 $7.8B
Bank of Montreal 2.33% Reduce -7.8% 60,569,438 $7.7B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6.92% Reduce -17.2% 50,434,412 $6.2B
Wells Fargo & Company 1.59% Add +1.4% 49,795,680 $6.2B
Arrowstreet Capital, Limited Partnership 5.10% Reduce -7.5% 46,943,865 $5.8B
Rhumbline Advisers 5.43% Reduce -0.8% 46,737,202 $5.8B
National Bank of Canada 8.89% Add +72.3% 45,973,269 $5.7B
Loomis Sayles & Co. L P 7.85% Reduce -6.5% 46,019,433 $5.7B
Clear Street Derivatives LLC 82.44% Add +28.5% 43,099,136 $5.3B
National Pension Service 5.83% Add +2.6% 41,102,034 $5.1B
California State Teachers Retirement System 6.11% Add +1.4% 40,342,573 $5.0B
Van Eck Associates Corp. 7.05% Reduce -15.8% 40,008,518 $4.9B
Swedbank AB 6.44% Reduce -10.1% 39,020,364 $4.8B
Clearbridge Investments, LLC 3.87% Reduce -8.9% 38,584,018 $4.8B
Canada Pension Plan Investment Board 4.56% Reduce -2.4% 37,524,413 $4.6B
Citigroup Inc. 4.45% Reduce -4.4% 37,270,682 $4.6B
Mitsubishi UFJ Asset Management Co., Ltd. 5.17% Add +11.9% 34,360,642 $4.2B
Principal Financial Group Inc. 2.52% Reduce -4.2% 34,341,377 $4.2B
Voya Investment Management LLC 4.75% Reduce -8.3% 34,169,216 $4.2B
Capital International Investors 0.86% Add +46.3% 33,998,484 $4.2B
Donor Advised Charitable Giving, Inc. 98.48% Reduce -3.2% 33,945,040 $4.2B
New York State Common Retirement Fund 5.44% Reduce -2.3% 33,564,869 $4.1B
Bank of Nova Scotia 8.02% Add +1.7% 32,779,477 $4.0B
Schroder Investment Management Group 4.38% Add +2.0% 32,004,452 $4.0B
BNP Paribas Financial Markets 4.21% Add +35.0% 31,108,433 $3.8B
Nordea Investment Management AB 4.41% Add +7.5% 29,834,704 $3.8B
TD Asset Management Inc 3.39% Reduce -4.8% 29,389,478 $3.6B
Neuberger Berman Group LLC 2.78% Reduce -1.1% 27,354,683 $3.4B
Prudential Financial Inc. 5.01% Reduce -11.4% 27,011,896 $3.3B
Ensign Peak Advisors, Inc 6.03% Reduce -1.7% 26,717,999 $3.3B
Matrix Capital Management Company, LP 25.00% No change 26,585,120 $3.3B
Jane Street Group, LLC 3.50% Add +161.2% 26,084,849 $3.2B
Sands Capital Management, LLC 9.12% Reduce -6.9% 25,116,421 $3.1B
LPL Financial LLC 1.53% Add +5.8% 24,797,970 $3.1B
Raymond James & Associates 2.00% Reduce -3.5% 24,631,671 $3.0B
Bessemer Group Inc. 5.22% Reduce -1.3% 23,938,729 $3.0B
State Board of Administration of Florida Retirement System 5.81% Reduce -8.7% 23,860,569 $2.9B
New York State Teachers Retirement System 6.19% Reduce -4.8% 23,764,084 $2.9B
Adage Capital Partners Gp, L.L.C. 5.43% Reduce -2.9% 23,711,610 $2.9B
Manufacturers Life Insurance Company, The 2.70% Add +2.6% 23,305,924 $2.9B
Macquarie Group Ltd. 3.30% Reduce -4.7% 23,269,840 $2.9B
Brown Advisory Inc. 3.66% Reduce -22.6% 22,693,013 $2.8B
Pictet Asset Management Holding SA 3.11% Reduce -16.4% 21,958,098 $2.7B
Aberdeen Group plc 5.17% Add +2.2% 21,838,166 $2.7B
Primecap Management Co. 1.94% Reduce -6.2% 21,669,980 $2.7B
CANADA LIFE ASSURANCE Co 5.02% Add +4.6% 21,579,026 $2.7B
Winslow Capital Management, LLC 9.52% Reduce -5.9% 21,367,772 $2.6B
Robeco Institutional Asset Management B.V. 5.47% Reduce -3.3% 20,578,656 $2.5B
Allianz Asset Management GmbH 4.11% Add +12.5% 20,536,033 $2.5B
KBC Group NV 7.66% Add +14.7% 20,499,568 $2.5B
Envestnet Asset Management Inc. 0.88% Reduce -0.5% 20,361,087 $2.5B
T. Rowe Price Investment Management, Inc. 1.59% Add +2.9% 20,344,086 $2.5B
Victory Capital Management Inc. 2.56% Reduce -4.8% 20,342,498 $2.5B
APG Asset Management N.V. 4.48% Add +3.5% 21,799,094 $2.5B
Parnassus Investments, LLC 5.39% Reduce -2.7% 20,050,293 $2.5B
Korea Investment CORP 6.22% Reduce -2.6% 19,976,689 $2.5B
Susquehanna International Group, LLP 4.27% Reduce -72.9% 19,477,705 $2.4B
Nomura Holdings Inc. 14.81% Add +609.0% 18,576,410 $2.3B
Russell Investments Group, Ltd. 3.67% Reduce -4.5% 18,377,244 $2.3B
Stifel Financial Corp. 2.55% Reduce -4.7% 18,304,408 $2.3B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 5.83% Add +21.8% 18,271,481 $2.3B
Los Angeles Capital Management LLC 7.76% Reduce -6.5% 17,556,376 $2.2B
Chevy Chase Trust Holdings, LLC 6.86% Reduce -3.8% 17,396,590 $2.1B
Royal London Asset Management Ltd. 5.33% Reduce -8.4% 16,888,913 $2.1B
Toronto Dominion Bank 3.30% Reduce -8.0% 16,663,398 $2.1B
DekaBank Deutsche Girozentrale 3.65% Reduce -22.5% 16,204,732 $2.0B
Mitsubishi UFJ Trust & Banking Corp 4.83% Reduce -8.1% 16,414,548 $2.0B
Nomura Asset Management Co. Ltd. 6.91% Reduce -2.7% 16,357,383 $2.0B
Aviva PLC 5.65% Add +19.7% 16,188,519 $2.0B
ProShare Advisors LLC 5.24% Reduce -0.2% 15,857,702 $2.0B
AXA S.A. 5.82% Reduce -2.8% 15,751,273 $1.9B
Edgewood Management LLC 5.25% Reduce -48.3% 15,679,079 $1.9B
AQR Capital Management 2.95% Reduce -8.0% 15,556,015 $1.9B
Fred Alger Management, LLC 9.24% Reduce -4.4% 15,381,070 $1.9B
Assenagon Asset Management S.A. 4.71% Reduce -27.4% 15,312,477 $1.9B
State of Wisconsin Investment Board 5.00% Add +0.6% 15,253,853 $1.9B
Natixis Advisors, LLC 4.07% Add +1.1% 15,169,962 $1.9B
Caisse de depot et placement du Quebec 4.54% Reduce -18.3% 15,131,708 $1.9B
Bank Julius Baer & Co. Ltd, Zurich 7.06% Reduce -17.9% 13,498,238 $1.8B
Danske Bank A/S 6.80% Reduce -16.2% 14,909,836 $1.8B
Natixis 11.61% Reduce -13.7% 14,900,342 $1.8B
Mariner, LLC 3.56% Add +10.9% 14,852,927 $1.8B
Sei Investments Co. 2.55% Reduce -2.0% 14,585,688 $1.8B
CIBC Private Wealth Group LLC 3.34% Add +5.9% 13,888,795 $1.8B
Zurcher Kantonalbank (Zurich Cantonalbank) 5.69% Add +3.2% 14,149,968 $1.7B
Coatue Management 6.62% Reduce -0.7% 13,754,447 $1.7B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4.00% — 13,541,749 $1.7B
National Philanthropic Trust 30.65% Reduce -3.8% 13,007,030 $1.6B
Public Employees Retirement Association of Colorado 6.71% Reduce -4.7% 12,994,558 $1.6B
Axiom Investors LLC 13.84% Reduce -23.1% 12,854,018 $1.6B
Millennium Management 1.34% Reduce -5.0% 12,752,118 $1.6B
Storebrand Asset Management As 5.23% Reduce -0.4% 12,738,005 $1.6B
William Blair Investment Management, LLC 4.09% Add +2.8% 12,606,000 $1.6B
Rafferty Asset Management, LLC 5.77% Add +7.2% 12,572,430 $1.6B
Commonwealth Equity Services, LLC 2.44% Add +0.8% 12,471,701 $1.5B
Marshall Wace, LLP 2.14% Add +45.1% 12,104,367 $1.5B
Public Employees Retirement System of Ohio 5.75% Add +1.0% 11,930,966 $1.5B
STRS Ohio 5.77% Reduce -1.5% 11,815,748 $1.5B
Skandinaviska Enskilda Banken AB (publ) 6.87% Reduce -12.3% 11,585,620 $1.4B
Thrivent Financial for Lutherans 2.80% Reduce -3.9% 11,224,627 $1.4B
D. E. Shaw & Co. 2.11% Reduce -52.0% 11,217,794 $1.4B
Handelsbanken Fonder AB 6.01% Reduce -6.3% 11,191,891 $1.4B
Jacobs Levy Equity Management, Inc. 5.68% Reduce -7.8% 11,127,171 $1.4B
Acadian Asset Management LLC 4.20% Add +14.9% 11,048,714 $1.4B
Treasurer of the State of North Carolina 5.66% Reduce -2.0% 10,802,770 $1.3B
Polar Capital Holdings Plc 7.88% Reduce -20.1% 10,731,078 $1.3B
Fifth Third Bancorp 5.03% Reduce -4.2% 10,685,722 $1.3B
Softbank Group Corp. 6.52% No change 10,512,320 $1.3B
Mirae Asset Global Investments Co., Ltd. 6.45% Reduce -70.5% 10,480,032 $1.3B
Allspring Global Investments Holdings, LLC 2.11% Add +0.6% 10,456,171 $1.3B
Panagora Asset Management Inc. 6.36% Add +4.3% 10,243,894 $1.3B
Raymond James Financial Services Advisors, Inc. 1.77% Reduce -3.4% 10,083,570 $1.2B
Alphinity Investment Management Pty Ltd 9.02% Reduce -0.9% 9,918,406 $1.2B
Asset Management One Co., Ltd. 4.67% Reduce -1.7% 9,890,018 $1.2B
Credit Agricole S A 7.49% Add +214.3% 9,876,885 $1.2B
Ninety One UK Ltd 3.36% Reduce -9.3% 9,847,094 $1.2B
Two Sigma Advisers, LP 2.70% Add +4.2% 9,795,100 $1.2B
Temasek Holdings (Private) Ltd 5.56% Add +88.0% 9,695,187 $1.2B
Corient Private Wealth LP 2.09% Reduce -2.9% 9,684,913 $1.2B
Tiger Global Management 5.53% No change 9,683,550 $1.2B
Hudson Bay Capital Management LP 10.47% Add +16.8% 9,640,783 $1.2B
State of Tennessee, Department of Treasury 4.31% Reduce -3.1% 9,500,284 $1.2B
Lord, Abbett & Co. LLC 3.87% Reduce -12.6% 9,494,105 $1.2B
Retirement Systems of Alabama 4.45% Reduce -2.7% 9,304,283 $1.1B
Truist Financial Corp. 1.75% Reduce -1.2% 9,276,417 $1.1B
DNB Asset Management AS 5.46% Reduce -8.9% 9,271,440 $1.1B
ING Groep NV 6.78% Add +3.6% 9,253,792 $1.1B
State of New Jersey Common Pension Fund D 4.95% Reduce -34.7% 9,191,020 $1.1B
Lazard Asset Management LLC 1.49% Reduce -5.6% 8,893,029 $1.1B
State of Michigan Retirement System 5.62% Reduce -2.3% 8,850,860 $1.1B
Man Group plc 2.93% Add +0.8% 8,728,300 $1.1B
Healthcare of Ontario Pension Plan Trust Fund 3.16% Add +165.6% 8,605,913 $1.1B
Resona Asset Management Co.,Ltd. 6.37% Reduce -5.4% 8,550,899 $1.1B
Calamos Advisors LLC 7.27% Reduce -2.1% 8,353,043 $1.0B
AMF Tjanstepension AB 7.25% Reduce -5.4% 7,870,267 $972.3M
Cibc World Markets Corp. 6.35% Reduce -13.2% 7,819,353 $966.0M
CI Investments Inc. 3.77% Reduce -16.1% 7,744,265 $956.7M
Altimeter Capital Management 14.21% Reduce -2.4% 7,740,810 $956.3M
Nisa Investment Advisors, LLC 6.00% Add +8.9% 7,728,341 $954.8M
MetLife Investment Management, LLC 5.61% Add +13.4% 7,649,958 $945.1M
Belvedere Trading LLC 49.43% Add +22.6% 7,566,515 $934.8M
Cerity Partners LLC 2.49% Reduce -3.9% 7,430,029 $917.9M
TCW Group Inc. 8.19% Reduce -3.7% 7,417,916 $916.4M
Osaic Holdings, Inc. 2.16% Reduce -14.0% 7,397,090 $913.9M
Mn Services Vermogensbeheer B.V. 6.56% Reduce -2.3% 7,349,280 $907.9M
Corebridge Financial, Inc. 4.96% — 7,305,741 $902.6M
Arizona State Retirement System 5.98% Reduce -6.4% 7,247,650 $895.4M
Mackenzie Financial Corp. 1.33% No change 7,233,548 $893.6M
US Bancorp \de 1.21% Add +1.2% 7,158,369 $884.3M
Westfield Capital Management Co. LP 4.31% Add +18.3% 7,096,952 $876.8M
Pinebridge Investments, L.P. 7.00% Reduce -10.2% 7,030,234 $868.4M
Renaissance Technologies 1.47% Add +27.5% 7,021,790 $867.5M
FIL Ltd 0.84% Add +47.6% 6,911,776 $853.9M
UniSuper Management Pty Ltd 7.08% Add +14.1% 6,909,336 $853.6M
Rockefeller Capital Management L.P. 2.43% Reduce -3.6% 6,897,621 $853.4M
Verition Fund Management LLC 7.31% Add +83.8% 6,905,247 $853.1M
King Luther Capital Management Corp. 3.85% Add +0.2% 6,877,319 $849.6M
Candriam S.C.A. 5.19% Add +0.2% 6,869,370 $848.6M
DSM Capital Partners LLC 12.28% Reduce -30.7% 6,864,047 $848.0M
Cardano Risk Management B.V. 16.45% Add +23.6% 6,782,722 $837.9M
HighTower Advisors, LLC 1.27% Add +0.7% 6,661,686 $822.8M
Wealth Enhancement Advisory Services, LLC 1.95% Add +6.0% 6,652,201 $821.8M
Cetera Investment Advisers 1.89% Reduce -2.4% 6,644,561 $820.9M
1832 Asset Management L.P. 1.48% Reduce -30.7% 6,631,396 $819.2M
Federated Hermes, Inc. 1.93% Reduce -0.8% 6,598,436 $815.2M
Bridgewater Associates 4.23% Reduce -7.0% 6,556,193 $810.0M
Creative Planning 0.86% Add +17.2% 6,539,460 $807.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 4.81% Add +5.2% 6,455,378 $797.5M
Keybank National Association 3.26% Reduce -3.1% 6,439,737 $795.6M
Sustainable Growth Advisers, LP 3.46% Reduce -13.5% 6,342,199 $783.5M
Agf Management Ltd. 4.29% Add +1.1% 6,215,932 $767.9M
WCM Investment Management, LLC 1.81% Reduce -22.3% 6,180,440 $766.3M
Mairs & Power Inc. 7.38% Reduce -5.7% 6,185,938 $764.2M
Forsta Ap-Fonden 6.75% Reduce -7.2% 6,159,000 $760.9M
CIBC Asset Management Inc 2.68% Reduce -2.2% 6,095,304 $753.0M
Teacher Retirement System of Texas 4.24% Add +5.0% 6,033,252 $745.3M
Capula Management Ltd 8.26% Add +270231.5% 5,974,327 $738.1M
Cowen and Company, LLC 20.05% Reduce -22.3% 5,805,368 $717.2M
Xponance LLC 7.33% Add +0.5% 5,801,923 $716.8M
Mirova US LLC 8.88% Add +0.3% 5,777,147 $713.7M
Cambridge Investment Research Advisors, Inc. 2.64% Add +0.5% 5,771,624 $713.0M
PNC Financial Services Group, Inc. 0.47% Add +2.6% 5,758,640 $711.4M
Public Sector Pension Investment Board 4.41% Add +21.1% 5,626,090 $695.0M
Zurich Insurance Group Ltd 5.88% Add +7.0% 5,492,790 $678.6M
Tredje AP-fonden 6.52% Reduce -2.0% 5,467,509 $675.5M
APG Asset Management US Inc. 3.86% Reduce -0.3% 5,426,980 $674.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 4.41% Reduce -0.4% 5,403,048 $667.5M
Sarasin & Partners LLP 5.76% Add +9.1% 5,265,547 $650.5M
Amalgamated Bank 5.50% Reduce -1.3% 5,229,901 $646.1M
AEGON ASSET MANAGEMENT UK Plc 8.96% Reduce -10.3% 5,164,248 $637.3M
IFM Investors Pty Ltd 6.44% Add +2.2% 5,138,974 $634.9M
Commerce Bank 4.07% Add +1.1% 5,083,625 $628.0M
Montrusco Bolton Investments Inc. 6.57% Reduce -11.2% 5,165,528 $626.6M
Nissay Asset Management Corp. /Japan 4.12% Add +4.8% 5,037,613 $622.3M
Northwestern Mutual Wealth Management Co. 0.61% Reduce -2.5% 5,022,223 $620.5M
Baird Financial Group, Inc. 1.27% Add +3.4% 4,961,345 $612.9M
Varma Mutual Pension Insurance Co 4.91% Add +7.0% 4,945,416 $611.0M
AustralianSuper Pty Ltd 3.52% Add +1023.4% 4,942,777 $610.6M
Gateway Investment Advisers LLC 6.83% Reduce -3.4% 4,885,131 $603.5M
Whale Rock Capital Management 8.54% Reduce -40.7% 4,874,091 $602.1M
Daiwa Securities Group Inc. 3.25% Add +1.2% 4,867,423 $601.3M
Capitolis Liquid Global Markets LLC 7.42% Reduce -11.0% 4,858,500 $600.2M
Impax Asset Management Group plc 2.44% Add +254.1% 4,860,749 $599.9M
Huntington National Bank 6.12% Reduce -1.4% 4,800,299 $593.0M
Czech National Bank 6.63% Add +7.9% 4,688,117 $579.2M
Intech Investment Management LLC 7.04% Add +3.6% 4,585,627 $566.5M
Guggenheim Capital LLC 4.04% Reduce -2.0% 4,558,784 $563.2M
Scge Management, L.P. 10.97% Reduce -15.4% 4,545,000 $561.5M
Rathbones Group PLC 3.05% Reduce -8.9% 4,527,433 $559.3M
Comerica Bank 2.32% Reduce -2.3% 4,509,407 $557.1M
Assetmark, Inc. 1.71% Add +8.7% 4,470,467 $552.3M
Welch & Forbes LLC 7.33% Reduce -5.1% 4,232,411 $549.1M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 6.19% — 4,439,649 $548.5M
Janney Montgomery Scott LLC 1.67% Reduce -5.2% 4,437,534 $548.2M
USS Investment Management Ltd 4.38% Add +1.1% 4,431,198 $547.1M
Mercer Global Advisors Inc. 1.49% Add +5.8% 4,436,598 $546.3M
Menora Mivtachim Holdings LTD. 3.71% Add +1.6% 4,414,760 $545.4M
B. Metzler seel. Sohn & Co. AG 5.25% Reduce -2.9% 4,402,700 $543.9M
Milestone Resources Group Ltd 18.57% No change 4,387,190 $542.0M
Employees Retirement System of Texas 5.95% Reduce -2.5% 4,379,820 $541.1M
First Trust Advisors LP 0.55% Reduce -10.9% 4,365,823 $539.4M
Silicon Valley Community Foundation 24.01% Reduce -59.0% 4,324,300 $534.2M
OMERS ADMINISTRATION Corp 5.12% Add +19.7% 4,306,850 $532.1M
Swiss Life Asset Management Ltd 6.19% Add +11.2% 4,246,357 $524.6M
Cibc World Market Inc. 1.30% Reduce -56.0% 4,243,197 $524.2M
Vontobel Holding Ltd. 1.67% Reduce -11.2% 4,152,222 $513.0M
Parallax Volatility Advisers, L.P. 14.73% Add +45.1% 4,104,022 $507.0M
Connor, Clark & Lunn Investment Management Ltd. 2.12% Reduce -14.1% 4,086,978 $504.9M
Worldquant Millennium Advisors LLC 4.60% Add +32.7% 4,081,697 $504.3M
Captrust Financial Advisors 1.60% Reduce -40.9% 4,015,815 $496.1M
Utah Retirement Systems 5.75% Reduce -5.0% 3,919,180 $484.2M
Blair William & Co. 1.49% Add +2.0% 3,913,259 $483.4M
Banco Bilbao Vizcaya Argentaria, S.A. 4.99% Add +6.4% 3,836,449 $475.4M
Jupiter Asset Management Ltd. 4.49% Add +42.4% 3,844,925 $475.0M
Whittier Trust Co. 6.71% Add +0.4% 3,826,979 $472.8M
QRG Capital Management, Inc. 5.60% Add +1.6% 3,822,902 $472.3M
Teachers Retirement System of the State of Kentucky 4.24% Reduce -7.3% 3,818,410 $471.7M
Wealthfront Advisers LLC 1.57% Add +3.6% 3,787,148 $467.9M
M&T Bank Corp 1.55% Add +0.3% 3,672,123 $453.7M
Zevenbergen Capital Investments LLC 9.64% Reduce -29.3% 3,644,419 $450.2M
Employees Provident Fund Board 7.12% Reduce -14.7% 3,603,600 $445.2M
Gilder Gagnon Howe & Co. LLC 5.57% Reduce -22.8% 3,598,379 $444.5M
Glenview Trust Co 8.93% Reduce -3.4% 3,594,506 $444.1M
New York Life Investment Management LLC 4.41% Add +5.1% 3,550,882 $438.7M
Baron Capital (BAMCO) 1.19% Reduce -24.9% 3,352,471 $414.2M
BI Asset Management Fondsmaeglerselskab A/S 6.67% Add +39.1% 3,300,288 $407.7M
Pathstone Holdings, LLC 1.84% Reduce -11.1% 3,297,584 $407.4M
Wolverine Trading, LLC 6.63% Reduce -33.7% 3,277,141 $404.9M
Zacks Investment Management 4.55% Add +3.0% 3,270,952 $404.1M
Yarbrough Capital, LLC 16.73% No change 3,265,588 $403.4M
Mediolanum International Funds Ltd 6.59% Reduce -4.1% 3,481,359 $403.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 4.75% Add +1.0% 3,260,511 $402.8M
Mutual of America Capital Management LLC 4.37% Reduce -2.6% 3,233,107 $399.4M
Artemis Investment Management LLP 5.18% Add +0.7% 3,118,696 $385.3M
Marex Group Ltd 10.24% Reduce -10.9% 3,087,767 $381.5M
Yousif Capital Management, LLC 4.31% Reduce -3.4% 3,084,478 $381.1M
MML Investors Services, LLC 1.54% Reduce -1.8% 3,084,126 $381.0M
Findlay Park Partners LLP 3.57% Reduce -42.9% 3,065,280 $378.7M
State of Alaska, Department of Revenue 4.20% Reduce -0.1% 3,027,280 $374.0M
Factory Mutual Insurance Co. 4.25% Reduce -2.6% 3,021,000 $373.2M
NewEdge Advisors, LLC 2.71% Add +28.0% 3,275,422 $372.8M
Prime Capital Management Co Ltd 48.56% No change 2,995,400 $370.1M
Lido Advisors, LLC 3.05% Add +8.1% 2,980,975 $368.3M
Artisan Partners Limited Partnership 0.56% Reduce -22.1% 2,968,708 $366.8M
Vaughan Nelson Investment Management, L.P. 3.38% Reduce -18.2% 2,959,635 $365.6M
Atalanta Sosnoff Capital, LLC 8.17% Reduce -3.1% 2,933,531 $362.4M
Compagnie Lombard Odier SCmA 6.12% Add +8.9% 2,927,341 $361.6M
Squarepoint Ops LLC 1.32% Add +39.5% 2,832,719 $350.0M
Profund Advisors LLC 12.87% Add +15.2% 2,809,115 $347.0M
Trivest Advisors Ltd 17.75% Reduce -37.5% 2,772,500 $342.5M
Kestra Advisory Services, LLC 1.91% Add +1.6% 2,755,401 $340.4M
ExodusPoint Capital Management, LP 3.73% Reduce -55.8% 2,752,806 $340.1M
Empower Advisory Group, LLC 1.26% Reduce -8.4% 2,752,682 $340.1M
Alecta Tjanstepension Omsesidigt 1.89% Add +169.4% 2,751,000 $339.5M
Aristotle Atlantic Partners, LLC 10.77% Reduce -13.1% 2,691,126 $332.5M
Fayez Sarofim & Co 0.89% Add +84.3% 2,684,038 $331.6M
Congress Asset Management Co. 2.37% Reduce -16.4% 2,674,681 $330.4M
Scotia Capital Inc. 1.93% Reduce -2.9% 2,666,047 $329.4M
Regions Financial Corp. 2.48% Reduce -2.3% 2,640,387 $326.2M
J. Safra Sarasin Holding AG 5.87% — 2,600,689 $321.1M
Erste Asset Management GmbH 4.25% Reduce -12.6% 2,581,831 $320.6M
Atria Wealth Solutions, Inc. 3.52% Reduce -0.6% 2,571,223 $317.6M
Jericho Capital Asset Management L.P. 9.44% No change 2,540,790 $313.9M
Cresset Asset Management, LLC 1.32% Add +13.2% 2,517,893 $311.1M
Pacer Advisors, Inc. 0.73% Reduce -1.6% 2,499,143 $308.7M
Tidal Investments LLC 4.25% Add +68.4% 2,492,434 $307.9M
Danica Pension, Livsforsikringsaktieselskab 6.29% Add +16.3% 2,486,318 $307.2M
Achmea Investment Management B.V. 5.49% Add +12.6% 2,484,416 $306.9M
Fullerton Fund Management Co Ltd. 13.70% Reduce -13.8% 2,470,977 $305.3M
Prudential PLC 2.12% Add +4.6% 2,469,440 $305.1M
Munro Partners 11.17% Reduce -32.0% 2,440,728 $301.5M
Vanguard Personalized Indexing Management, LLC 5.73% Add +11.2% 2,491,186 $301.0M
Carmignac Gestion 5.14% Reduce -38.6% 2,422,859 $299.6M
Citadel Advisors 0.30% Reduce -79.3% 2,421,072 $299.1M
Bank Pictet & Cie (Europe) AG 7.26% Add +8.6% 2,404,526 $297.1M
Evercore Wealth Management, LLC 4.65% Reduce -0.7% 2,388,900 $295.1M
Douglas Lane & Associates, LLC 4.18% Reduce -9.5% 2,381,800 $294.2M
Cwm, LLC 1.37% Add +11.3% 2,357,223 $291.2M
Group One Trading LLC 9.15% Add +31.4% 2,350,741 $290.4M
Border to Coast Pensions Partnership Ltd 6.80% Reduce -17.7% 2,331,118 $288.1M
Elo Mutual Pension Insurance Co 6.60% Reduce -2.8% 2,280,710 $281.8M
Clear Street LLC 6.64% New 2,250,000 $278.0M
Steward Partners Investment Advisory, LLC 2.92% Add +1.2% 2,246,434 $277.5M
Consolidated Press International Holdings Ltd. 34.78% Reduce -49.7% 2,233,430 $275.9M
E. Ohman J:or Asset Management AB 6.83% Reduce -1.3% 2,227,734 $275.2M
Beacon Pointe Advisors, LLC 3.25% Reduce -8.7% 2,218,431 $274.1M
Federation des caisses Desjardins du Quebec 1.47% Add +15.8% 2,217,816 $274.0M
Ilmarinen Mutual Pension Insurance Co 3.15% Reduce -26.3% 2,185,340 $270.0M
Saturna Capital Corp. 3.57% Add +33.4% 2,179,031 $269.2M
Ofi Invest Asset Management 7.12% Reduce -4.0% 2,325,378 $268.0M
Private Advisor Group, LLC 1.78% Add +9.3% 2,150,676 $265.7M
Louisiana State Employees Retirement System 5.11% Reduce -2.2% 2,148,200 $265.4M
Gulf International Bank (UK) Ltd 6.67% Reduce -2.4% 2,141,420 $264.6M
iA Global Asset Management Inc. 5.04% Reduce -2.4% 2,135,322 $263.8M
Tower Research Capital LLC (TRC) 4.45% Add +2.9% 2,132,354 $263.4M
Williams Jones Wealth Management, LLC. 3.24% Add +5.1% 2,116,304 $261.4M
Point72 Asset Management 0.86% Reduce -16.2% 2,115,018 $261.3M
Oregon Public Employees Retirement Fund 5.17% No change 2,113,000 $261.0M
Riverbridge Partners LLC 3.52% Reduce -20.1% 2,094,285 $258.7M
Abn Amro Investment Solutions 4.70% Reduce -8.3% 2,090,913 $258.3M
Silvant Capital Management LLC 11.40% Reduce -5.9% 2,079,475 $256.9M
Daiichi Life Insurance Co., Ltd. 6.20% Reduce -9.3% 2,062,544 $254.8M
Ieq Capital, LLC 3.43% Add +7.4% 2,061,053 $254.6M
Maverick Capital 4.80% Reduce -2.9% 2,047,283 $252.9M
O'shaughnessy Asset Management, LLC 2.61% Add +12.8% 2,045,174 $252.7M
Phoenix Financial Ltd. 3.84% Reduce -18.2% 2,038,470 $251.9M
Himension Capital (singapore) Pte. LTD. 17.74% Add +13.7% 2,028,408 $250.6M
PGGM Investments 3.58% Add +1.7% 2,024,561 $250.1M
ABN AMRO Bank N.V. 3.75% Add +4.9% 1,987,713 $247.8M
Quantinno Capital Management LP 4.43% Add +34.9% 1,995,149 $246.5M
Banco Santander, S.A. 3.01% Reduce -6.2% 1,968,649 $243.2M
Optiver Holding B.V. 4.67% Reduce -59.0% 1,960,232 $242.2M
Ferguson Wellman Capital Management, Inc. 4.89% Add +3.2% 1,947,115 $240.5M
Marsico Capital Management LLC 7.14% Reduce -28.4% 1,933,782 $238.9M
Mizuho Securities USA LLC 5.18% New 1,896,627 $234.3M
Two Sigma Investments, LP 0.57% Add +39.4% 1,894,062 $234.0M
Trillium Asset Management, LLC 5.90% Reduce -1.5% 1,891,691 $233.7M
Groupama Asset Managment 3.18% Add +28.4% 2,003,164 $233.4M
Independent Financial Group, LLC 9.31% Add +7.7% 1,880,698 $232.3M
Maryland State Retirement & Pension System 4.22% Reduce -0.2% 1,853,967 $229.0M
Kentucky Retirement Systems 6.63% Reduce -1.2% 1,853,641 $229.0M
Ethic Inc. 5.37% Add +5.9% 1,853,356 $229.0M
Focus Partners Wealth 0.77% Add +160.0% 1,847,813 $228.3M
Sequoia Financial Advisors, LLC 2.72% Reduce -1.3% 1,825,815 $225.6M
Perigon Wealth Management, LLC 6.54% Reduce -3.8% 1,823,212 $225.2M
Quintet Private Bank (Europe) S.A. 13.05% Reduce -4.2% 1,572,524 $225.0M
Clal Insurance Enterprises Holdings Ltd 2.33% Reduce -22.8% 1,807,000 $223.2M
Tocqueville Asset Management L.P. 3.66% Reduce -16.5% 1,792,502 $221.4M
Greenwich Wealth Management LLC 16.15% Add +0.6% 1,789,541 $221.1M
AE Wealth Management LLC 2.21% Add +17.4% 1,783,991 $220.4M
Financial Counselors Inc. 3.53% Add +1.8% 1,777,615 $219.6M
MBB Public Markets I LLC 4.51% Add +2038.8% 1,767,110 $218.3M
Bridges Investment Management Inc. 3.30% Add +63.5% 1,757,326 $217.1M
Sanctuary Advisors, LLC 1.58% — 246,984 $216.7M
Traynor Capital Management, Inc. 18.31% Reduce -16.8% 1,749,171 $216.1M
Andra AP-fonden 3.61% Add +12.5% 1,737,600 $214.7M
Focus Financial Network, Inc. 9.13% Add +12.6% 1,812,060 $213.8M
Banque Pictet & Cie SA 2.19% Add +18.3% 1,729,565 $213.7M
Rokos Capital Management LLP 5.03% Add +15.7% 1,724,810 $212.9M
Clark Capital Management Group, Inc. 1.55% Add +34.3% 1,706,609 $210.8M
SRS Investment Management, LLC 2.85% No change 1,697,190 $209.7M
Shelton Capital Management 5.68% Add +7.6% 1,682,998 $207.9M
Martin Currie Ltd. 7.44% Reduce -43.9% 1,680,211 $207.6M
Balyasny Asset Management L.P. 0.54% Reduce -28.6% 1,672,872 $206.7M
Grassi Investment Management 18.31% Reduce -28.7% 1,670,800 $206.4M
Investment Management Corp of Ontario 5.57% Add +48.2% 1,666,660 $205.9M
Gabelli Funds LLC 1.58% No change 1,656,860 $204.7M
OVERSEA-CHINESE BANKING Corp Ltd 6.13% Add +4.5% 1,647,450 $203.5M
KLCM Advisors, Inc. 25.11% Reduce -0.1% 1,645,135 $203.2M
Country Trust Bank 5.09% Reduce -2.9% 1,629,992 $201.4M
Adams Diversified Equity Fund, Inc. 6.79% No change 1,611,000 $199.0M
Gratus Capital, LLC 7.96% Reduce -4.7% 1,598,886 $197.5M
Tiaa Trust, National Association 0.61% Add +3.1% 1,596,155 $197.2M
DAVENPORT & Co LLC 1.23% Add +2.6% 1,580,545 $194.9M
Hartford Investment Management Co. 6.68% Reduce -1.3% 1,575,649 $194.7M
Crossmark Global Holdings, Inc. 3.75% Add +13.5% 1,569,347 $193.9M
Styrax Capital, LP 14.77% Reduce -3.7% 1,564,030 $193.2M
Gotham Asset Management 2.49% Add +43.0% 1,557,794 $192.4M
LGT Group Foundation 3.01% Reduce -9.9% 1,520,776 $191.0M
Salem Investment Counselors Inc. 6.16% Reduce -5.8% 1,545,112 $190.9M
Nippon Life Global Investors Americas, Inc. 8.34% Reduce -14.2% 1,534,290 $189.5M
MAI Capital Management 1.87% Add +3.1% 1,534,039 $189.5M
Avantax Advisory Services, Inc. 1.35% Add +44.7% 1,532,798 $189.4M
Cullen/Frost Bankers, Inc. 2.73% Reduce -0.7% 1,524,589 $188.3M
NS Partners Ltd 8.52% Reduce -7.1% 1,521,464 $188.0M
Kayne Anderson Rudnick Investment Management LLC 0.46% Reduce -26.8% 1,517,410 $187.5M
Davis R M Inc. 3.76% Add +0.5% 1,500,176 $185.3M
Illinois Municipal Retirement Fund 2.81% Add +2.2% 1,496,220 $184.8M
Prio Wealth Limited Partnership 5.51% Reduce -12.5% 1,495,432 $184.7M
HM Payson & Co. 3.35% Reduce -2.1% 1,491,768 $184.3M
UMB Bank, n.a. 3.00% Reduce -4.5% 1,479,058 $182.7M
Castleark Management LLC 7.46% Reduce -16.4% 1,478,903 $182.7M
Whittier Trust Co. of Nevada Inc. 5.08% Reduce -0.8% 1,478,241 $182.6M
Voloridge Investment Management, LLC 0.67% Reduce -21.5% 1,465,125 $181.0M
Fort Washington Investment Advisors Inc. 1.18% Add +3580.4% 1,464,786 $181.0M
United Capital Financial Advisors, LLC 1.55% Reduce -11.3% 1,460,167 $180.4M
Franchise Capital Ltd 43.10% Reduce -31.8% 1,442,590 $178.2M
Savoie Capital LLC 23.04% Add +0.7% 1,439,900 $177.9M
Mogy Joel R Investment Counsel Inc. 11.25% Add +0.3% 1,437,421 $177.6M
Securian Asset Management, Inc. 5.10% Reduce -2.8% 1,414,428 $174.7M
Commerzbank Aktiengesellschaft 5.75% Add +1.3% 1,407,793 $173.9M
Telemark Asset Management, LLC 15.63% No change 1,400,000 $173.0M
LBP Am SA 7.08% Reduce -18.0% 1,394,699 $172.3M
Metis Global Partners, LLC 5.89% Reduce -0.1% 1,387,702 $171.4M
Qube Research & Technologies Ltd 0.32% Reduce -75.8% 1,386,436 $171.3M
Viking Global Investors 0.66% New 1,384,547 $171.0M
B. Riley Wealth Advisors, Inc. 4.32% Reduce -5.0% 1,372,392 $169.5M
Alkeon Capital Management LLC 0.87% No change 1,369,170 $169.1M
EP Wealth Advisors, LLC 1.79% Add +73.5% 1,366,347 $168.8M
Kestra Private Wealth Services, LLC 3.38% Add +47.4% 1,364,533 $168.6M
La Financiere DE L'echiquier 7.32% Reduce -30.1% 1,358,551 $167.8M
Philadelphia Trust Co. 12.98% Reduce -7.7% 1,351,640 $167.0M
Northeast Investment Management 7.84% Reduce -4.1% 1,349,609 $166.7M
Reynders McVeigh Capital Management, LLC 9.46% Reduce -4.8% 1,347,940 $166.5M
Freestone Capital Holdings, LLC 5.97% Reduce -18.4% 1,345,141 $166.2M
Quilter Plc 3.72% Add +23.9% 1,343,523 $166.0M
Citizens Financial Group Inc. 3.68% Add +116.2% 1,341,156 $165.7M
Badgley Phelps Wealth Managers, LLC 4.07% Reduce -14.1% 1,330,741 $164.4M
GraniteShares Advisors LLC 54.69% Add +195.6% 1,330,000 $164.3M
Intermede Investment Partners Ltd 3.46% Reduce -22.0% 1,323,920 $163.6M
Unisphere Establishment 1.64% Add +979.6% 1,322,500 $163.4M
Edmond DE Rothschild Holding S.A. 2.77% Reduce -8.4% 1,308,271 $161.6M
Oppenheimer & Co. Inc. 2.55% Add +1.8% 1,301,114 $160.7M
Rakuten Investment Management, Inc. 1.05% Add +56.8% 1,285,908 $159.4M
Hoey Investments, Inc. 30.47% Add +1.8% 1,289,732 $159.3M
Flputnam Investment Management Co. 2.96% Add +68.3% 1,277,351 $157.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 1.45% Add +1.9% 1,247,517 $157.6M
NEOS Investment Management LLC 6.48% Add +36.6% 1,274,200 $157.4M
Performance Wealth Partners, LLC 5.79% Add +16.8% 1,272,360 $157.2M
SG Americas Securities, LLC 1.01% Reduce -68.9% 1,271,779 $157.1M
Great Lakes Advisors, LLC 1.39% Reduce -11.8% 1,267,128 $156.5M
Migdal Insurance & Financial Holdings Ltd. 2.59% Reduce -5.3% 1,257,878 $155.4M
TD Waterhouse Canada Inc. 1.39% Reduce -2.0% 1,249,335 $155.3M
Braun Stacey Associates Inc. 6.00% Reduce -4.3% 1,252,841 $154.8M
New Mexico Educational Retirement Board 5.37% No change 1,244,280 $153.7M
Howard Capital Management Group, LLC 11.31% Reduce -3.9% 1,241,911 $153.4M
GTS Securities LLC 3.17% Add +37.8% 1,234,335 $152.5M
Glenmede Trust Co. NA 0.77% Add +41.9% 1,231,267 $152.1M
Advisory Services Network, LLC 3.12% Add +4.6% 1,223,104 $151.1M
Blue Whale Capital LLP 14.41% Reduce -20.7% 1,222,800 $151.1M
HUB Investment Partners, LLC 7.26% Add +9.1% 1,219,120 $150.6M
MayTech Global Investments, LLC 22.49% Reduce -1.3% 1,215,472 $150.2M
Jones Financial Companies LLLP 0.17% Add +145.9% 1,214,210 $150.0M
Mark Asset Management LP 19.62% Reduce -10.0% 1,201,804 $148.5M
Independent Advisor Alliance 5.06% Add +8.3% 1,195,542 $147.7M
NorthCrest Asset Manangement, LLC 4.85% Add +9.3% 1,184,682 $146.4M
Two Sigma Securities, LLC 6.96% Add +146.4% 1,183,699 $146.2M
Lazard Freres Gestion S.A.S. 3.37% Add +4.7% 1,227,839 $146.0M
Envestnet Portfolio Solutions, Inc. 0.51% Reduce -2.0% 1,180,961 $145.9M
MassMutual Private Wealth & Trust, FSB 4.42% Reduce -1.0% 1,179,237 $145.7M
Perpetual Ltd 1.58% Add +432.7% 1,178,413 $145.6M
Bokf, NA 2.61% Reduce -2.2% 1,176,311 $145.3M
Amova Asset Management Americas, Inc. 1.68% Reduce -11.2% 1,177,082 $145.3M
Simplex Trading, LLC 4.64% Add +370.8% 1,167,780 $144.3M
Stratos Wealth Partners, LTD. 2.28% Add +4.2% 1,138,085 $140.6M
Capital Advisors Inc. 2.87% Add +2.6% 1,125,161 $139.0M
Keystone Investors Pte Ltd. 11.69% Reduce -3.7% 1,123,055 $138.7M
Great Valley Advisor Group, Inc. 3.88% Reduce -0.9% 1,122,075 $138.6M
Daymark Wealth Partners, LLC 6.33% Reduce -0.8% 1,116,455 $137.9M
Tokio Marine Asset Management Co. Ltd. 6.59% Reduce -5.8% 1,115,033 $137.8M
Townsquare Capital LLC 1.88% Add +14.2% 1,113,726 $137.6M
Synovus Financial Corp. 1.81% Reduce -4.9% 1,107,397 $136.8M
SpiderRock Advisors, LLC 3.56% Add +24.3% 1,094,149 $135.2M
Wedbush Securities Inc. 4.83% Reduce -0.5% 1,092,132 $134.9M
Greenwoods Asset Management Hong Kong Ltd. 3.55% Reduce -41.5% 1,090,104 $134.7M
Ghe, LLC 53.74% Reduce -0.8% 1,084,400 $134.0M
Leavell Investment Management, Inc. 7.29% Reduce -7.8% 1,069,512 $132.1M
Bowen Hanes & Co. Inc. 3.65% Reduce -10.4% 1,066,190 $131.7M
Van Lanschot Kempen Investment Management N.V. 1.47% Reduce -20.6% 1,066,083 $131.7M
Gerber Kawasaki Wealth & Investment Management 6.56% Reduce -14.8% 1,060,998 $131.1M
Hartline Investment Corp./ 17.39% Add +845.4% 1,047,408 $129.4M
Vinva Investment Management Ltd 6.48% Add +8.7% 1,042,428 $129.3M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 4.28% Reduce -13.0% 1,044,221 $129.0M
CloudAlpha Capital Management Limited/Hong Kong 18.33% Reduce -22.0% 1,042,626 $128.8M
Henshaw Capital LLC 5.79% No change 1,038,197 $128.3M
Harbour Trust & Investment Management Co 15.21% Reduce -4.0% 1,032,180 $127.5M
Dillon & Associates Inc. 18.59% Reduce -5.9% 1,025,070 $127.1M
Prime Capital Investment Advisors, LLC 1.88% Reduce -13.9% 1,028,457 $127.1M
Thematics Asset Management 5.18% Reduce -6.4% 1,025,760 $126.7M
Parallel Advisors, LLC 3.24% Reduce -4.2% 1,023,520 $126.4M
Prospera Financial Services Inc 3.50% Reduce -3.2% 1,017,678 $125.7M
Associated Banc-Corp 3.89% Reduce -14.7% 1,012,469 $125.1M
Avidian Wealth Enterprises, LLC 6.03% Add +24.3% 1,012,184 $125.0M
Avala Global LP 9.08% Reduce -21.8% 1,010,010 $124.8M
Cornerstone Advisors, LLC 5.06% Add +1.6% 1,008,100 $124.5M
Park National Corp. 4.60% Reduce -20.0% 1,007,872 $124.5M
NorthCoast Asset Management LLC 1.06% Add +218.8% 999,271 $123.5M
South Dakota Investment Council 2.53% Reduce -1.0% 997,150 $123.2M
Covea Finance 5.64% Reduce -5.2% 997,060 $123.2M
Dock Street Asset Management Inc. 17.22% Reduce -18.3% 996,565 $123.1M
Nelson Capital Management, LLC 21.84% Reduce -3.6% 996,220 $123.1M
D.A. Davidson & Co. 1.09% Add +1.4% 995,978 $123.0M
Atria Investments, Inc 1.59% Reduce -5.9% 995,552 $123.0M
Mgo One Seven LLC 5.79% Add +7.3% 986,206 $121.8M
Aptus Capital Advisors, LLC 2.31% Add +21.6% 985,674 $121.8M
Capital International, Inc. 1.60% Add +107.0% 975,290 $120.5M
Cornerstone Wealth Group, LLC 10.67% Reduce -6.6% 969,166 $119.7M
Liontrust Investment Partners LLP 1.69% Reduce -18.6% 962,430 $118.9M
Meiji Yasuda Asset Management Co Ltd. 4.81% Add +1.1% 957,780 $118.3M
BNP Paribas 5.92% Add +0.2% 952,066 $117.7M
Diversify Advisory Services, LLC 6.41% Add +22.2% 890,893 $117.0M
Orion Porfolio Solutions, LLC 1.23% Add +7.1% 946,585 $116.9M
Orion Portfolio Solutions, LLC 1.23% Add +7.1% 946,585 $116.9M
Walleye Trading LLC 2.30% New 945,993 $116.9M
Pinnacle Associates Ltd. 1.83% Reduce -7.3% 943,749 $116.6M
Builder Investment Group Inc. 31.55% Reduce -8.1% 935,941 $115.6M
Norinchukin Bank, The 3.29% Add +1.4% 932,850 $115.2M
Integrated Wealth Concepts LLC 1.57% Add +7.7% 932,183 $115.2M
Rheos Capital Works Inc. 6.02% Reduce -42.1% 930,000 $114.9M
Snowden Capital Advisors LLC 3.43% Add +4.7% 924,156 $114.2M
Oppenheimer Asset Management Inc. 1.45% Reduce -5.2% 921,482 $113.8M
Sit Investment Associates Inc. 2.60% Reduce -4.2% 913,633 $112.9M
Adell Harriman & Carpenter Inc. 8.70% Reduce -3.7% 911,938 $112.7M
Pacific Heights Asset Management LLC 8.85% Reduce -5.2% 910,000 $112.4M
LGT Capital Partners LTD. 3.83% New 909,100 $112.3M
Chilton Capital Management LLC 5.02% Reduce -0.8% 906,009 $111.9M
Allianz SE 3.29% Reduce -0.5% 905,885 $111.9M
Apollon Wealth Management, LLC 3.40% Add +0.7% 905,059 $111.8M
Carnegie Investment Counsel 3.47% Reduce -5.4% 902,440 $111.5M
CW Advisors, LLC 1.77% Add +7.9% 901,357 $111.4M
Systematic Alpha Investments, LLC 4.24% No change 900,420 $111.2M
Chescapmanager LLC 17.56% Reduce -10.0% 900,000 $111.2M
Meitav Investment House Ltd. 1.97% Reduce -28.9% 897,034 $110.8M
CCLA Investment Management 1.70% Reduce -23.2% 891,589 $110.4M
Kingsview Wealth Management, LLC 2.59% Reduce -3.8% 888,689 $109.8M
Choreo, LLC 1.83% Add +133.2% 877,401 $109.1M
Banque Cantonale Vaudoise 4.29% Reduce -30.1% 870,958 $107.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3.24% Reduce -42.6% 869,278 $107.4M
Empirical Finance, LLC 6.64% Reduce -2.4% 860,719 $106.3M
Advisors Capital Management, LLC 1.85% Add +36.4% 858,011 $106.0M
SurgoCap Partners LP 6.20% Reduce -53.9% 857,606 $105.9M
Greenleaf Trust 1.00% Reduce -0.5% 850,680 $105.1M
Moody LYNN Lieberson & Walker, LLC 6.79% Reduce -1.1% 840,060 $103.8M
Harvest Fund Management Co., Ltd 7.51% Add +7.2% 840,675 $103.7M
Brookstone Capital Management 1.72% Add +3.5% 877,511 $103.5M
Choate Investment Advisors 2.70% Reduce -6.7% 834,429 $103.1M
Empowered Funds, LLC 1.77% Add +16.4% 829,553 $102.5M
Franklin Street Advisors Inc. 7.23% Reduce -11.3% 819,768 $101.3M
Vestor Capital, LLC 8.15% Add +1.1% 818,308 $101.1M
Summa Corp. 48.83% Reduce -1.2% 815,420 $100.7M
Institute for Wealth Management, LLC. 13.48% Reduce -0.5% 814,335 $100.6M
Ossiam 1.90% Reduce -24.3% 813,109 $100.5M
Equitable Holdings, Inc. 1.06% Add +4.1% 811,925 $100.3M
Private Wealth Partners, LLC 7.53% Add +0.9% 811,161 $100.2M
Oxbow Capital Management (HK) Ltd 33.83% Reduce -19.0% 810,000 $100.1M
Eastern Bank 4.03% Add +0.9% 808,275 $99.9M
Azimuth Capital Investment Management LLC 4.05% Reduce -0.7% 806,140 $99.6M
Summit Partners Public Asset Management, LLC 4.59% Add +53.5% 806,037 $99.6M
F/m Investments LLC 3.59% Add +834.8% 803,540 $99.3M
Alberta Investment Management Corp 1.10% Reduce -41.0% 802,010 $99.1M
Nicholas Company, Inc. 1.65% Reduce -16.5% 801,255 $99.0M
Westwood Wealth Management 39.11% Add +7.1% 801,120 $99.0M
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 5.55% New 800,000 $98.8M
Busey Bank 3.36% Add +9.4% 795,517 $98.3M
Sapient Capital LLC 2.04% Add +1.0% 793,950 $98.1M
Kentucky Retirement Systems Insurance Trust Fund 6.64% Reduce -2.7% 793,396 $98.0M
SteelPeak Wealth, LLC 4.61% Add +35.5% 787,927 $97.3M
Meridian Wealth Management, LLC 11.68% New 787,332 $97.3M
Thoroughbred Financial Services, LLC 6.50% Add +13.4% 785,933 $97.1M
Ibex Wealth Advisors 15.15% Add +2.4% 785,895 $97.1M
Signaturefd, LLC 1.97% Add +38.0% 785,022 $97.0M
Bordeaux Wealth Advisors LLC 18.52% Add +35.6% 783,569 $96.8M
Northwestern Mutual Investment Management Company, LLC 2.50% Reduce -0.1% 782,813 $96.7M
Trybe Capital Management LP 30.55% No change 780,680 $96.4M
J.P. Marvel Investment Advisors, LLC 15.75% No change 777,130 $96.0M
Park Avenue Securities LLC 1.15% Add +5.5% 764,407 $94.4M
Chicago Capital, LLC 2.81% Add +0.2% 764,200 $94.4M
Main Street Research LLC 6.23% Add +1.8% 763,993 $94.4M
Eagle Asset Management Inc. 0.51% Add +3.0% 758,505 $94.3M
Farther Finance Advisors, LLC 4.57% Add +13.0% 758,488 $94.3M
Bristol John W & Co. Inc. 1.52% New 759,213 $93.8M
BDF-Gestion 8.96% — 754,490 $93.2M
Vident Advisory, LLC 2.57% Add +12.2% 753,484 $93.1M
Jump Financial, LLC 1.90% Add +162.2% 750,515 $92.7M
Chartwell Investment Partners, LLC 3.24% Add +4.1% 747,172 $92.3M
Ameritas Investment Partners, Inc. 3.14% Reduce -3.4% 740,631 $91.5M
Westpac Banking Corp. 7.22% Reduce -3.8% 736,909 $91.0M
Woodstock Corp. 9.25% Reduce -11.9% 736,505 $91.0M
Calamos Wealth Management LLC 4.94% No change 736,122 $90.9M
J. Stern & Co. LLP 10.79% Reduce -33.0% 733,290 $90.6M
Hardman Johnston Global Advisors LLC 3.49% Reduce -40.3% 729,718 $90.1M
WASHINGTON TRUST Co 3.29% Reduce -5.1% 728,910 $90.0M
Steadfast Capital Management LP 2.14% Reduce -43.3% 728,050 $89.9M
Belmont Capital, LLC 16.78% Add +577.8% 727,813 $89.9M
Spire Wealth Management 3.17% Reduce -12.6% 726,789 $89.8M
Cohen Klingenstein LLC 3.25% No change 725,550 $89.6M
Capital International Sarl 2.74% Add +8.9% 725,209 $89.6M
Bradley Foster & Sargent Inc. 1.61% Add +1.8% 721,809 $89.2M
Oak Ridge Investments LLC 8.49% Add +4.5% 721,758 $89.2M
First Trust Direct Indexing L.P. 5.51% Add +14.7% 721,244 $89.1M
Laird Norton Wetherby Wealth Management, LLC 4.21% Reduce -2.1% 720,502 $89.0M
Sandy Spring Bank 3.92% Reduce -1.6% 719,081 $88.8M
Caprock Group, LLC 3.61% Add +59.6% 718,328 $88.7M
Blue Fin Capital, Inc. 17.67% Reduce -4.1% 716,227 $88.5M
Sheaff Brock Investment Advisors, LLC 8.21% Reduce -58.7% 715,755 $88.4M
Maple Capital Management, Inc. 7.16% Add +1.1% 714,770 $88.3M
WS Management LLLP 8.26% Reduce -17.7% 712,670 $88.0M
Greencape Capital Pty Ltd 36.53% Reduce -35.9% 712,180 $88.0M
Livforsakringsbolaget Skandia, Omsesidigt 7.12% Reduce -1.4% 706,920 $87.2M
CTC LLC 6.51% Reduce -81.9% 705,547 $87.2M
Bailard, Inc. 2.40% Reduce -7.2% 705,410 $87.1M
Raymond James Trust N.A. 2.04% Reduce -3.4% 701,821 $86.7M
Formuepleje A/S 4.79% Reduce -12.8% 701,014 $86.6M
Torno Capital, LLC 9.13% New 700,000 $86.5M
United Services Automobile Association 2.19% Reduce -5.0% 699,720 $86.4M
Sigma Planning Corp 2.74% Reduce -1.6% 698,909 $86.3M
Meiji Yasuda Life Insurance Co 1.73% Add +2.4% 698,349 $86.3M
Moors & Cabot, Inc. 4.58% Reduce -1.9% 695,766 $86.0M
ZWJ Investment Counsel Inc. 3.78% Reduce -6.0% 695,700 $85.9M
Dana Investment Advisors, Inc. 2.90% Reduce -6.0% 694,611 $85.8M
Meeder Asset Management Inc. 6.01% Reduce -25.3% 693,693 $85.7M
HB Wealth Management, LLC 1.00% Add +41.0% 692,541 $85.6M
Appaloosa 1.39% Reduce -84.4% 690,000 $85.2M
Central Bank & Trust Co. 11.81% Reduce -6.8% 687,535 $84.9M
Harvard Management Co. Inc. 5.16% Add +36.7% 687,450 $84.9M
Exchange Traded Concepts, LLC 2.15% Reduce -14.3% 683,344 $84.4M
HighPoint Advisor Group LLC 5.02% Add +11.2% 810,265 $84.0M
Rakuten Securities, Inc. 36.06% Reduce -16.2% 679,845 $84.0M
Simplicity Wealth,LLC 1.90% Reduce -5.0% 679,698 $84.0M
Wilkinson Global Asset Management LLC 5.24% Reduce -5.7% 677,520 $83.7M
Picton Mahoney Asset Management 3.52% Reduce -6.1% 669,075 $82.7M
Cercano Management LLC 2.20% Add +0.6% 668,900 $82.6M
CENTRAL TRUST Co 2.02% Reduce -0.7% 666,061 $82.3M
Kintegral Advisory, LLC 7.81% Reduce -34.7% 659,441 $81.5M
Gladstone Capital Management LLP 7.16% Reduce -22.3% 656,010 $81.0M
Lyell Wealth Management, LP 7.72% Reduce -5.2% 654,764 $80.9M
First National Trust Co 3.32% No change 653,968 $80.8M
Bartlett & Co. Wealth Management LLC 1.22% Add +27.3% 650,814 $80.4M
Vestcor Inc 2.72% Reduce -1.6% 650,243 $80.3M
Capital Investment Counsel, Inc 12.04% Add +0.5% 646,745 $79.9M
Investment House LLC 4.55% Reduce -2.1% 645,580 $79.8M
Lockheed Martin Investment Management Co. 4.58% Add +99.4% 640,760 $79.2M
Stephens Inc. 1.21% Add +1.5% 640,485 $79.1M
NZS Capital, LLC 3.18% Reduce -42.8% 628,358 $77.6M
Mission Wealth Management, LP 2.10% Add +26.6% 627,241 $77.5M
Natixis Investment Managers International 5.77% Reduce -17.3% 625,647 $77.3M
Siemens Fonds Invest GmbH 5.77% Add +0.3% 624,060 $77.1M
Diversified Trust Co. 2.18% Add +11.6% 623,808 $77.1M
WT Asset Management Ltd 7.53% Reduce -46.5% 620,544 $76.7M
Schwartz Investment Counsel Inc. 2.84% No change 620,000 $76.6M
Motley Fool Asset Management LLC 5.06% Reduce -18.3% 614,495 $76.4M
Hancock Whitney Corp. 2.58% Add +15.0% 616,147 $76.1M
Community Trust & Investment Co. 5.19% Reduce -1.8% 615,508 $76.0M
FengHe Fund Management Pte. Ltd. 10.57% Add +44.0% 613,400 $75.8M
Smith Salley Wealth Management 5.43% Add +6.5% 612,575 $75.7M
Patient Capital Management, LLC 3.98% No change 605,839 $74.8M
Navellier & Associates Inc. 8.72% Add +1.6% 601,144 $74.3M
Varenne Capital Partners 20.97% Add +193.2% 600,735 $74.2M
Fiduciary Trust Co 1.11% Add +2.5% 598,337 $73.9M
Lombard Odier Asset Management (Switzerland) SA 7.51% Reduce -5.1% 596,987 $73.8M
Plato Investment Management Ltd 6.87% Add +9.0% 596,633 $73.7M
Broad Peak Investment Advisers Pte Ltd 17.33% — 596,000 $73.6M
Capital International Ltd. 3.39% Add +3.5% 595,745 $73.6M
Allen Investment Management, LLC 0.89% Reduce -10.1% 591,019 $73.0M
Triodos Investment Management BV 6.38% Reduce -23.4% 590,770 $73.0M
Alpha Cubed Investments, LLC 3.48% Reduce -0.1% 590,185 $72.9M
Suncoast Equity Management 8.05% Add +2.7% 588,818 $72.7M
Northwest & Ethical Investments L.P. 2.08% Add +80.5% 587,269 $72.6M
Baker Avenue Asset Management, LP 2.47% Reduce -17.9% 586,259 $72.4M
CFM Wealth Partners LLC 13.30% Add +0.4% 586,035 $72.4M
Generate Investment Management Ltd 5.26% Add +4.5% 585,609 $72.3M
Frank, Rimerman Advisors LLC 5.07% Add +232.9% 580,260 $71.7M
Lingotto Investment Management LLP 2.40% No change 578,660 $71.5M
Nan Shan Life Insurance Co., Ltd. 1.69% Reduce -24.7% 577,408 $71.3M
Atika Capital Management LLC 8.26% Add +37.4% 577,000 $71.3M
OAKMONT Corp 15.68% Add +8.4% 576,950 $71.3M
Light Street Capital Management, LLC 17.29% Reduce -26.1% 576,198 $71.2M
Bedrijfstakpensioenfonds Voor DE Media Pno 9.05% Reduce -9.2% 613,000 $70.7M
Analog Century Management LP 7.00% Reduce -3.0% 571,451 $70.6M
BLB&B Advisors, LLC 3.86% Reduce -5.6% 570,768 $70.5M
Crake Asset Management LLP 5.59% Reduce -26.1% 567,500 $70.1M
RiverFront Investment Group, LLC 1.86% Add +989.6% 563,329 $69.6M
Longbow Finance SA 7.18% Reduce -10.0% 561,970 $69.4M
IronBridge Private Wealth, LLC 26.01% No change 561,950 $69.4M
GAM Holding AG 5.33% Reduce -13.2% 561,902 $69.4M
Parker Investment Management, LLC 10.99% Reduce -39.3% 558,881 $69.0M
Cypress Funds LLC 9.25% Reduce -62.8% 557,870 $68.9M
Coldstream Capital Management Inc. 1.68% Reduce -3.0% 557,509 $68.9M
Coastline Trust Co 8.04% Reduce -0.3% 556,194 $68.7M
OneDigital Investment Advisors LLC 0.86% Add +69.3% 556,020 $68.7M
Valeo Financial Advisors, LLC 2.13% Add +1.4% 550,100 $68.0M
Sienna Gestion 6.04% Add +0.6% 550,730 $68.0M
Berkley W R Corp. 3.79% New 548,200 $67.7M
Insight Holdings Group, LLC 2.34% Add +4.0% 546,000 $67.5M
IHT Wealth Management, LLC 2.52% Add +2.3% 546,003 $67.4M
Lynch Asset Management, Inc. 28.27% Reduce -2.4% 536,000 $66.2M
Texas Capital Bank Wealth Management Services Inc 6.87% Add +3.1% 534,987 $66.1M
E Fund Management Co., Ltd. 3.64% Add +21.4% 532,340 $65.8M
Lombard Odier Asset Management (Europe) Ltd 4.49% Add +20.6% 532,285 $65.8M
Security National Bank 9.51% Reduce -8.9% 529,831 $65.5M
Stillwater Capital Advisors, LLC 9.07% Reduce -13.6% 526,058 $65.0M
Abner Herrman & Brock LLC 8.23% Reduce -0.9% 525,957 $65.0M
Gradient Investments LLC 1.46% Reduce -5.9% 524,592 $64.8M
Concurrent Investment Advisors, LLC 2.12% Add +26.4% 520,413 $64.3M
Hemenway Trust Co LLC 5.50% Reduce -5.8% 520,007 $64.2M
Narwhal Capital Management 6.07% Reduce -2.2% 519,303 $64.2M
Burr Financial Services, LLC 44.58% Add +55.5% 516,795 $63.8M
Baltimore-Washington Financial Advisors, Inc. 3.74% Add +2.1% 513,974 $63.5M
Texas Capital Bancshares Inc 26.06% No change 513,940 $63.5M
Clearstead Advisors, LLC 1.08% Add +296.3% 513,511 $63.4M
Capital Investment Services of America, Inc. 6.11% Reduce -5.2% 512,547 $63.3M
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 7.64% Reduce -0.4% 511,500 $63.2M
Richard Bernstein Advisors LLC 1.40% Reduce -1.1% 511,331 $63.2M
O'Keefe Stevens Advisory, Inc. 21.06% Reduce -42.5% 510,052 $63.0M
XN LP 3.01% Reduce -0.4% 509,441 $62.9M
Austin Asset Management Co Inc 13.38% Reduce -34.2% 509,045 $62.9M
Haverford Trust Co 0.66% Add +834.9% 508,672 $62.8M
GPS Wealth Strategies Group, LLC 9.42% Add +0.7% 507,914 $62.7M
Dupont Capital Management Corp. 5.42% Reduce -3.2% 503,414 $62.2M
First Citizens Bank & Trust Co. 1.17% Add +1.6% 501,725 $62.0M
Sowell Financial Services LLC 2.96% Reduce -1.0% 501,468 $62.0M
Sumitomo Mitsui Financial Group, Inc. 1.92% Reduce -11.9% 498,480 $61.6M
EULAV Asset Management 1.66% Reduce -9.0% 497,134 $61.4M
Quest Investment Management LLC 6.78% Reduce -6.8% 496,167 $61.3M
Dakota Wealth Management 1.45% Reduce -10.2% 495,819 $61.3M
First Manhattan Co. Llc. 0.20% Add +0.5% 492,500 $60.8M
First Financial Bankshares Inc 1.39% Reduce -4.0% 491,202 $60.7M
TrinityBridge Ltd 2.06% Reduce -18.1% 491,525 $60.7M
Bleakley Financial Group, LLC 1.75% Reduce -2.2% 490,886 $60.6M
Financial Advocates Investment Management 3.75% Add +1.6% 488,775 $60.4M
Forbes J M & Co. LLP 6.18% Add +1.1% 488,065 $60.3M
Kingswood Wealth Advisors, LLC 5.43% Add +48.2% 488,008 $60.3M
Dorsey & Whitney Trust CO LLC 4.14% Reduce -2.8% 484,723 $59.9M
RWQ Financial Management Services, Inc. 21.59% Reduce -38.2% 482,241 $59.6M
Once Capital Management, LLC 29.50% No change 482,000 $59.5M
Heritage Investors Management Corp. 2.08% Reduce -0.8% 481,824 $59.5M
Allworth Financial LP 0.38% Add +12.9% 503,529 $59.4M
CMT Capital Markets Trading GmbH 16.81% Add +2476.9% 478,537 $59.1M
PFG Investments, LLC 4.22% Reduce -0.3% 478,361 $59.1M
Rothschild Investment LLC 4.11% Reduce -0.5% 477,616 $59.0M
Savant Capital, LLC 0.59% Reduce -1.8% 477,205 $59.0M
Grand Alliance Asset Management Ltd 28.03% Add +4.4% 475,000 $58.7M
Knollwood Investment Advisory, LLC 6.46% Reduce -2.4% 470,220 $58.1M
Chesley Taft & Associates LLC 2.89% Add +0.1% 467,330 $57.7M
Boston Trust Walden Corp 0.43% Add +5474.6% 466,035 $57.6M
Meeder Advisory Services, Inc. 4.07% Add +38.2% 466,028 $57.6M
Thornburg Investment Management Inc. 0.79% Reduce -15.6% 455,702 $56.4M
Elite Wealth Management, Inc. 12.29% Reduce -0.7% 455,559 $56.3M
South Street Advisors LLC 8.50% Reduce -14.7% 453,715 $56.1M
GAMCO Investors 0.61% Add +1.1% 453,698 $56.0M
V-Square Quantitative Management LLC 9.08% Reduce -8.6% 453,579 $56.0M
Tran Capital Management, L.P. 6.49% New 452,633 $55.9M
Sumitomo Life Insurance Co. 1.29% Reduce -8.4% 522,685 $55.9M
Global Retirement Partners, LLC 1.75% Add +46.2% 452,206 $55.9M
MUFG Securities EMEA plc 2.49% Add +3464.3% 451,952 $55.8M
ClariVest Asset Management LLC 5.69% Reduce -1.0% 451,450 $55.8M
Graypoint LLC 3.85% Add +0.8% 450,633 $55.7M
FineMark National Bank & Trust 2.05% Reduce -6.0% 449,502 $55.5M
Pinnacle Financial Partners Inc 1.18% Reduce -4.5% 425,417 $55.3M
Ratan Capital Management LP 17.00% Add +164.6% 446,110 $55.1M
BOCHK Asset Management Ltd 17.99% Add +11.2% 445,450 $55.0M
Zweig-DiMenna Associates LLC 6.22% Reduce -9.9% 443,645 $54.8M
Foundations Investment Advisors, LLC 1.33% Add +2.5% 443,590 $54.8M
Penobscot Investment Management Company, Inc. 5.27% Reduce -6.7% 442,043 $54.6M
Gemmer Asset Management LLC 5.84% Add +88.8% 441,944 $54.6M
Tree Line Advisors (Hong Kong) Ltd. 14.11% Reduce -42.9% 440,000 $54.4M
Peddock Capital Advisors, LLC 13.97% Reduce -8.6% 439,046 $54.2M
O'Neil Global Advisors, Inc. 25.50% Add +15.3% 438,845 $54.2M
Pitcairn Co. 3.31% Add +0.6% 438,617 $54.2M
Oak Grove Capital LLC 13.80% Add +32.6% 435,700 $53.8M
Praxis Investment Management Inc. 3.73% Reduce -90.0% 62,256 $53.8M
International Assets Investment Management, LLC 5.04% Add +9.0% 433,069 $53.5M
AIA Group Ltd 1.56% Add +15.1% 430,483 $53.2M
Jaffetilchin Investment Partners, LLC 4.53% Reduce -3.7% 429,618 $53.1M
Baldwin Wealth Partners LLC 4.13% Reduce -10.6% 429,434 $53.1M
Penserra Capital Management LLC 0.67% Reduce -17.3% 428,373 $52.9M
Ritholtz Wealth Management 1.74% Add +21.8% 427,473 $52.8M
Private Advisory Group LLC 6.92% Add +61.5% 426,494 $52.7M
Harvey Capital Management Inc. 13.83% No change 425,900 $52.6M
Petredis Investment Advisors LLC 5.88% Reduce -0.8% 425,532 $52.6M
Ballentine Partners, LLC 0.97% Add +10.2% 425,124 $52.5M
Wealthcare Advisory Partners LLC 1.64% Add +4.0% 425,065 $52.5M
&partners 2.30% Add +211.5% 424,420 $52.4M
One Capital Management, LLC 1.78% Add +0.5% 423,787 $52.4M
Axxcess Wealth Management, LLC 1.42% Add +8.1% 430,465 $52.2M
Baader Bank Aktiengesellschaft 4.07% Add +1.9% 424,868 $52.1M
BSN CAPITAL PARTNERS Ltd 3.39% Reduce -84.9% 417,930 $51.8M
9258 Wealth Management, LLC 7.97% No change 419,201 $51.8M
Dnca Finance 4.56% — 417,898 $51.6M
ARK Investment Management 0.46% Reduce -37.5% 417,687 $51.6M
Brown Brothers Harriman & Co. 0.39% Add +5.1% 415,170 $51.3M
Princeton Capital Management LLC 16.70% Add +1.0% 414,761 $51.2M
Oribel Capital Management, LP 6.93% Reduce -25.0% 414,000 $51.1M
Rockline Wealth Management, LLC 15.78% Reduce -0.1% 413,461 $51.1M
Pinpoint Asset Management Ltd 7.19% Add +28.4% 413,130 $51.0M
Alerus Financial NA 3.81% Reduce -1.0% 413,003 $51.0M
Hoylecohen, LLC 3.86% Reduce -4.3% 412,926 $51.0M
Fifth Third Wealth Advisors LLC 3.87% Add +126.3% 412,897 $51.0M
Shannon River Fund Management LLC 8.77% Reduce -10.7% 412,710 $51.0M
RPG Investment Advisory, LLC 7.53% Reduce -17.7% 412,310 $50.9M
Benjamin F. Edwards & Company, Inc. 0.89% Reduce -3.1% 410,982 $50.8M
CHURCHILL MANAGEMENT Corp 0.59% Add +9.9% 407,741 $50.4M
SeaCrest Wealth Management, LLC 5.72% Add +6.1% 406,953 $50.3M
Composition Wealth, LLC 1.22% Add +2.0% 405,762 $50.1M
Yong Rong (HK) Asset Management Ltd 17.30% Reduce -27.3% 405,200 $50.1M
First Long Island Investors, LLC 4.23% Reduce -29.9% 404,398 $50.0M
Integrated Advisors Network LLC 2.57% Reduce -39.7% 404,212 $49.9M
U.S. Capital Wealth Advisors, LLC 1.91% Add +22.5% 404,026 $49.9M
NorthRock Partners, LLC 1.88% Reduce -53.3% 400,327 $49.9M
Caldwell Trust Co 5.51% Reduce -2.9% 403,392 $49.8M
Flagship Harbor Advisors, LLC 2.99% No change 402,013 $49.7M
Good Life Advisors, LLC 4.08% Reduce -2.8% 400,501 $49.5M
Bluefin Capital Management, LLC 29.19% New 400,000 $49.4M
Delta Global Management LP 3.27% Add +21.0% 398,567 $49.2M
Dynamic Advisor Solutions LLC 1.55% Add +1.0% 398,110 $49.2M
McGuire Investment Group, LLC 7.05% Reduce -10.8% 398,086 $49.2M
Avalon Trust Co 3.88% Add +4579.3% 396,805 $49.0M
Klingenstein Fields & Co. LP 2.03% Add +37.5% 396,383 $49.0M
Nixon Peabody Trust Co. 4.35% Reduce -4.3% 396,140 $48.9M
Grandview Asset Management LLC 28.62% Reduce -3.7% 395,750 $48.9M
J.W. Cole Advisors, Inc. 2.30% Add +19.6% 395,632 $48.9M
LMR Partners LLP 1.34% New 394,406 $48.7M
Arkadios Wealth Advisors 3.27% Add +0.6% 392,420 $48.5M
Granite Investment Partners, LLC 2.01% Reduce -0.4% 392,294 $48.5M
KMG Fiduciary Partners, LLC 4.76% Reduce -5.4% 391,558 $48.4M
Biondo Investment Advisors, LLC 7.16% Reduce -2.1% 391,395 $48.4M
KCM Investment Advisors LLC 1.75% Reduce -0.3% 391,190 $48.3M
Belpointe Asset Management LLC 3.35% Add +3.3% 388,927 $48.0M
GW&K Investment Management, LLC 0.44% Add +7.3% 386,716 $47.8M
Twin Capital Management Inc. 5.61% Add +2.9% 385,197 $47.6M
Waycross Partners, LLC 7.27% Reduce -1.6% 383,725 $47.4M
Point72 Italy, S.r.l. 20.48% Reduce -39.8% 382,985 $47.3M
Kovack Advisors, Inc. 5.15% Reduce -2.9% 378,826 $46.8M
Global X Japan Co., Ltd. 6.62% Reduce -22.5% 378,035 $46.7M
Hodges Capital Management Inc. 3.11% Reduce -11.8% 376,291 $46.5M
Matthew 25 Management Corp 16.07% Add +13.6% 375,000 $46.3M
Alta Park Capital, LP 6.03% Add +16.9% 372,072 $46.0M
Verus Capital Partners, LLC 4.73% Add +6.7% 369,443 $45.6M
Great Lakes Retirement, Inc. 6.25% Reduce -2.9% 369,356 $45.6M
Amica Mutual Insurance Co. 4.53% No change 369,120 $45.6M
Evergreen Capital Management LLC 1.65% Reduce -10.7% 368,815 $45.6M
China Universal Asset Management Co., Ltd. 6.40% Reduce -4.2% 367,023 $45.3M
First American Bank 3.39% Add +1.1% 366,909 $45.3M
Gifford Fong Associates 11.97% No change 365,710 $45.2M
Kennedy Capital Management LLC 0.96% Reduce -5.7% 365,135 $45.1M
Relative Value Partners Group, LLC 5.86% Add +2447.5% 364,293 $45.0M
Lake Street Private Wealth, LLC 5.86% Add +0.1% 364,293 $45.0M
Epoch Investment Partners, Inc. 0.21% Add +399.3% 363,639 $44.9M
Atlantic Union Bankshares Corp 2.79% Add +104.7% 362,673 $44.8M
Steel Grove Capital Advisors, LLC 6.17% Reduce -1.9% 361,754 $44.7M
PARUS FINANCE (UK) Ltd 12.92% Reduce -19.3% 361,575 $44.7M
Sara-Bay Financial 18.10% Add +0.9% 361,150 $44.6M
Taikang Asset Management (Hong Kong) Co Ltd 6.91% Add +41.4% 360,006 $44.5M
Sculptor Capital LP 1.41% New 360,000 $44.5M
Arthur M. Cohen & Associates, LLC 8.13% Add +8.2% 359,039 $44.4M
Trexquant Investment LP 0.68% Reduce -37.2% 359,010 $44.4M
Ithaka Group LLC 8.16% Reduce -21.8% 357,937 $44.2M
Mitchell Capital Management Co. 7.77% Add +1.1% 357,389 $44.2M
Bristlecone Advisors, LLC 3.73% Reduce -3.4% 354,244 $43.8M
Wedmont Private Capital 2.75% Add +6.6% 338,214 $43.7M
Sunbelt Securities, Inc. 4.47% Reduce -0.1% 353,704 $43.7M
Iyo Bank, Ltd. 15.50% No change 353,600 $43.7M
Knights of Columbus Asset Advisors LLC 2.85% Reduce -6.9% 353,362 $43.7M
Balboa Wealth Partners 11.56% Reduce -10.9% 353,049 $43.6M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.84% New 352,840 $43.6M
Manning & Napier Advisors LLC 0.49% — 352,763 $43.6M
Fulton Bank, N.A. 1.76% Add +3.2% 352,649 $43.6M
DRW Securities, LLC 2.66% Add +102.8% 348,149 $43.3M
ARS Investment Partners, LLC 4.14% Reduce -0.8% 350,072 $43.2M
Ardmore Road Asset Management LP 6.66% Reduce -12.5% 350,000 $43.2M
Contour Asset Management LLC 1.46% Reduce -50.7% 349,768 $43.2M
Merit Financial Group, LLC 0.95% Add +9.5% 347,130 $42.9M
Oak Associates Ltd. 2.84% No change 346,130 $42.8M
Jacobs & Co. 4.46% Reduce -6.9% 344,454 $42.6M
Rosenblum Silverman Sutton S F Inc. 11.31% Reduce -3.9% 341,820 $42.2M
Stratos Wealth Advisors, LLC 2.08% Add +5.7% 340,068 $42.0M
Simmons Bank 3.17% Reduce -8.1% 340,043 $42.0M
Westend Capital Management, LLC 14.68% Add +0.5% 336,182 $41.8M
Annex Advisory Services, LLC 1.47% Add +31.5% 337,705 $41.7M
Jag Capital Management, LLC 5.72% Reduce -9.2% 337,217 $41.7M
Beacon Investment Advisory Services, Inc. 1.79% Reduce -12.2% 336,917 $41.6M
Brighton Jones LLC 1.37% Reduce -2.1% 336,749 $41.6M
FFG Partners, LLC 17.40% Add +0.3% 335,354 $41.4M
CCM Investment Advisers LLC 4.86% Reduce -5.1% 334,600 $41.3M
Alta Capital Management LLC/ 2.56% Reduce -8.3% 329,540 $40.7M
Kodai Capital Management LP 0.77% Add +310.5% 328,101 $40.5M
Silvercrest Asset Management Group LLC 0.28% Add +29.8% 327,979 $40.5M
Avitas Wealth Management LLC 5.93% Reduce -1.1% 327,860 $40.5M
Johnson Investment Counsel Inc. 0.43% Add +16.3% 327,564 $40.5M
Guinness Asset Management LTD 0.83% Reduce -39.1% 327,490 $40.5M
Stock Yards Bank & Trust Co. 1.34% Reduce -1.5% 327,338 $40.4M
Hantz Financial Services, Inc. 0.77% Reduce -18.2% 325,547 $40.2M
Legacy Private Trust Co. 2.86% Reduce -1.8% 325,412 $40.2M
Patton Albertson Miller Group, LLC 5.70% Add +0.2% 324,951 $40.1M
Schonfeld Strategic Advisors LLC 0.31% Reduce -53.3% 324,621 $40.1M
Cobblestone Capital Advisors LLC 2.47% Reduce -8.1% 324,561 $40.1M
Whalerock Point Partners, LLC 10.73% Reduce -1.6% 324,478 $40.1M
McKinley Capital Management LLC 7.01% Reduce -13.7% 324,122 $40.0M
Svenska Handelsbanken AB (publ) 11.13% New 317,209 $40.0M
Sycomore Asset Management 7.02% Reduce -35.8% 315,810 $39.9M
Gladstone Institutional Advisory LLC 2.07% No change 321,229 $39.7M
SVB Wealth LLC 0.98% Add +2.6% 320,196 $39.6M
Lake Street Advisors Group, LLC 1.90% Add +1.7% 320,017 $39.5M
Chicago Partners Investment Group LLC 1.53% Add +1.2% 380,337 $39.5M
Aft, Forsyth & Company, Inc. 19.29% Add +3.4% 318,524 $39.4M
Forvis Mazars Wealth Advisors, LLC 0.98% Reduce -18.0% 317,797 $39.3M
Webster Bank, N. A. 4.30% Reduce -0.7% 317,321 $39.2M
BTC Capital Management, Inc. 3.62% Add +9.1% 315,350 $39.0M
Covenant Asset Management, LLC 8.75% Reduce -2.8% 315,222 $38.9M
United Asset Strategies, Inc. 3.81% Add +6.9% 312,477 $38.6M
Bridgeway Capital Management, LLC 0.89% Reduce -36.2% 309,382 $38.2M
Capital Investment Advisors, LLC 0.86% Add +7.0% 307,591 $38.0M
Lattice Capital Management, LLC 29.90% No change 306,560 $37.9M
Flossbach Von Storch SE 0.16% Add +84.7% 306,431 $37.9M
ICONIQ Capital, LLC 0.81% Add +135.6% 306,332 $37.8M
Qtron Investments LLC 5.45% Add +5.0% 305,000 $37.7M
BIT Capital GmbH 3.42% Reduce -36.0% 304,910 $37.7M
Goldstream Capital Management Ltd 17.92% Reduce -13.3% 304,500 $37.6M
Mutual Advisors, LLC 1.13% Add +8.3% 336,505 $37.6M
Peapack Gladstone Financial Corp. 0.58% Reduce -0.8% 303,808 $37.5M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 14.00% Reduce -0.5% 303,706 $37.5M
Level Four Advisory Services, LLC 1.69% Add +12.4% 303,637 $37.5M
Occidental Asset Management, LLC 6.58% Add +0.1% 303,302 $37.5M
Tiff Advisory Services, LLC 12.90% New 302,740 $37.4M
Summit Financial, LLC 1.70% Add +24.3% 300,549 $37.1M
Monolith Management Ltd 17.06% Reduce -57.4% 299,550 $37.0M
Anderson Hoagland & Co. 3.88% Reduce -8.7% 281,210 $36.9M
Buckingham Strategic Wealth, LLC 0.38% Add +11.5% 298,957 $36.9M
Crestwood Advisors Group, LLC 0.76% Add +40.5% 298,301 $36.9M
Trust Co. of Vermont 2.00% Add +7.5% 297,984 $36.8M
Howland Capital Management LLC 1.76% Add +15.4% 297,862 $36.8M
Front Row Advisors LLC 12.78% Reduce -9.5% 297,440 $36.7M
Mirae Asset Securities (usa) Inc. 2.36% — 297,370 $36.7M
NJ State Employees Deferred Compensation Plan 4.55% Add +39.0% 296,000 $36.6M
Burney Co./ 1.40% Add +5.8% 295,611 $36.5M
CoreCap Advisors, LLC 3.77% Add +13.1% 290,030 $36.3M
Eagle Global Advisors LLC 1.91% Reduce -0.3% 293,075 $36.2M
Bensler, LLC 4.82% Reduce -2.3% 289,749 $35.8M
Principal Securities, Inc. 0.99% Reduce -0.6% 289,372 $35.7M
Slow Capital, Inc. 5.78% Reduce -11.3% 288,976 $35.7M
Sky Investment Group LLC 6.96% No change 288,465 $35.6M
Procyon Advisors, LLC 2.63% Add +7.0% 287,766 $35.6M
James Investment Research, Inc. 4.21% Reduce -9.5% 286,142 $35.3M
GAMMA Investing LLC 4.82% Add +49.7% 286,067 $35.3M
Trust Asset Management LLC 2.95% No change 283,870 $35.1M
Brown Miller Wealth Management, LLC 14.45% Reduce -3.3% 281,548 $34.8M
JW Asset Management, LLC 14.32% Add +6.4% 281,250 $34.7M
Somerville Kurt F 5.85% Reduce -3.5% 281,075 $34.7M
Sand Hill Global Advisors, LLC 1.58% Reduce -0.5% 280,944 $34.7M
Purus Wealth Management, LLC 15.22% Reduce -0.3% 278,934 $34.5M
Aljian Capital Management, LLC 11.41% Reduce -3.6% 278,526 $34.4M
Palestra Capital Management LLC 1.36% Add +67.1% 278,212 $34.4M
Waverly Advisors, LLC 0.67% Add +47.2% 276,960 $34.2M
Jefferies Financial Group Inc. 0.72% Reduce -62.4% 276,544 $34.1M
Moody National Bank Trust Division 2.65% Add +8.5% 275,901 $34.1M
Washington Trust Bank 3.37% Reduce -17.9% 275,641 $34.1M
OMC Financial Services LTD 15.94% Reduce -2.5% 273,939 $33.8M
Tudor Investment Corporation 0.38% Reduce -4.8% 273,294 $33.8M
WCG Wealth Advisors LLC 2.50% Add +10.6% 273,169 $33.7M
Csenge Advisory Group 1.91% Add +9.4% 271,902 $33.6M
Hamilton Capital Partners Inc. 3.57% Add +1.4% 269,422 $33.3M
Silicon Valley Capital Partners 4.58% Reduce -2.5% 269,241 $33.3M
Rwa Wealth Partners, LLC 0.44% Add +10.3% 269,063 $33.2M
Value Star Asset Management (Hong Kong) Ltd 12.31% No change 268,900 $33.2M
Highland Capital Management, LLC 1.96% Reduce -10.7% 268,589 $33.2M
Tompkins Financial Corp. 3.46% Add +15.4% 267,650 $33.1M
TD Private Client Wealth LLC 1.04% Reduce -8.2% 267,143 $33.0M
Broderick Brian C 6.71% Reduce -3.8% 266,093 $32.9M
Broadleaf Partners, LLC 7.94% Reduce -0.6% 265,718 $32.8M
Pine Valley Investments Ltd Liability Co 2.43% Reduce -9.4% 265,533 $32.8M
Moran Wealth Management, LLC 1.08% Reduce -1.3% 265,106 $32.8M
Proficio Capital Partners LLC 3.43% Reduce -3.9% 264,232 $32.6M
First American Trust, FSB 3.27% Add +87.7% 263,905 $32.6M
Lindbrook Capital, LLC 3.06% Reduce -19.1% 263,751 $32.6M
Gardner Lewis Asset Management L P 9.07% Reduce -3.3% 263,515 $32.6M
RMR Wealth Builders 3.73% Reduce -0.3% 262,918 $32.5M
Overbrook Management Corp 8.17% Reduce -16.9% 261,947 $32.4M
Quadrant Capital Group LLC 2.40% Add +6.7% 261,286 $32.3M
Ashton Thomas Private Wealth, LLC 1.78% Reduce -4.5% 260,132 $32.1M
Mirabaud & Cie SA 10.84% Reduce -8.7% 259,185 $32.0M
Holocene Advisors, LP 0.13% Reduce -88.5% 258,173 $31.9M
Asset Planning Services Inc. /La/ 16.81% Reduce -1.6% 257,900 $31.9M
Mirova 5.82% Reduce -5.7% 257,800 $31.8M
EagleClaw Capital Managment, LLC 5.73% Reduce -0.9% 257,650 $31.8M
Benchmark Investment Advisors LLC 23.02% Reduce -3.1% 257,351 $31.8M
Clough Capital Partners L P 3.46% Reduce -7.9% 256,289 $31.7M
Hills Bank & Trust Co 2.56% Reduce -8.3% 256,228 $31.7M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 5.13% Reduce -40.9% 255,500 $31.6M
GM Advisory Group, LLC 2.03% Reduce -3.4% 255,231 $31.5M
Azzad Asset Management Inc. 3.71% Reduce -0.9% 254,990 $31.5M
Werlinich Asset Management, LLC 19.51% No change 252,860 $31.4M
Focus Partners Advisor Solutions, LLC 0.82% Reduce -5.1% 253,071 $31.3M
Insigneo Advisory Services, LLC 3.52% Add +10.1% 310,461 $31.2M
Spirit of America Management Corp. 6.33% Reduce -11.2% 252,370 $31.2M
Ascentis Independent Advisors 6.48% — 251,860 $31.1M
Conway Capital Management, Inc. 15.63% Reduce -9.1% 251,793 $31.1M
Patten Group, Inc. 7.33% Reduce -3.5% 251,399 $31.1M
Coppell Advisory Solutions LLC 5.11% — 250,981 $31.0M
Cigna Investments Inc. 5.78% Reduce -1.1% 250,670 $31.0M
West Branch Capital LLC 11.50% Reduce -2.2% 250,640 $31.0M
M&G PLC 0.21% Add +8.0% 249,579 $30.9M
Western Wealth Management, LLC 2.29% Add +3.5% 250,121 $30.9M
Kornitzer Capital Management Inc. 0.59% Add +6.4% 250,015 $30.9M
Codex Capital Asset Management L.L.C. 14.14% — 32,175 $30.9M
Shellback Capital, LP 2.27% New 249,943 $30.9M
Brown Shipley& Co Ltd 13.87% Reduce -9.9% 249,321 $30.8M
Cadence Bank 2.31% Add +0.1% 249,136 $30.8M
Forte Capital LLC 3.71% Add +2.8% 248,563 $30.7M
First National Bank of Omaha 2.01% Reduce -89.9% 247,571 $30.6M
Clarius Group, LLC 2.17% Reduce -1.4% 247,279 $30.5M
Ascent Group, LLC 2.49% Add +9.6% 247,045 $30.5M
Beck Capital Management, LLC 8.39% Reduce -10.7% 246,770 $30.5M
Concentrum Wealth Management 12.80% Reduce -3.2% 246,311 $30.4M
Quadrant Private Wealth Management, LLC 6.99% Add +4.2% 246,293 $30.4M
Ostrum Asset Management 2.64% Reduce -9.6% 245,179 $30.3M
German American Bancorp, Inc. 3.47% Add +3.8% 244,865 $30.3M
SlateStone Wealth, LLC 3.27% Reduce -24.4% 244,237 $30.2M
Harbor Capital Advisors, Inc. 2.29% Add +1.7% 242,838 $30.0M
HCR Wealth Advisors 4.28% Reduce -0.8% 242,152 $29.9M
Rench Wealth Management, Inc. 10.71% Reduce -1.5% 241,677 $29.9M
Wilmington Savings Fund Society, FSB 1.14% Add +11.9% 240,495 $29.7M
Exencial Wealth Advisors, LLC 1.12% Add +0.7% 240,109 $29.7M
Adero Partners, LLC 2.16% Add +3.7% 239,952 $29.6M
Van Hulzen Asset Management, LLC 1.99% Add +24.2% 239,724 $29.6M
MMBG Investment Advisors Co. 3.17% Reduce -3.1% 239,521 $29.6M
Moneta Group Investment Advisors LLC 0.47% Reduce -87.1% 239,335 $29.6M
Cim, LLC 4.44% Reduce -13.3% 275,540 $29.5M
Westwood Holdings Group Inc. 0.24% Reduce -21.6% 238,829 $29.5M
Cyrus J. Lawrence, LLC 5.96% Add +2.2% 238,228 $29.4M
Cozad Asset Management Inc. 2.93% Reduce -20.4% 237,939 $29.4M
Strategic Blueprint, LLC 2.00% Add +11.6% 237,517 $29.3M
Florida Trust Wealth Management Co 1.00% Add +0.3% 236,697 $29.2M
Ashburton (Jersey) Ltd 12.35% — 235,246 $29.2M
Nations Financial Group Inc, /Ia/ 2.39% Reduce -5.0% 236,611 $29.2M
Summit Global Investments 2.10% Add +37.3% 236,535 $29.2M
Grand Jean Capital Management Inc. 7.28% Reduce -18.0% 236,447 $29.2M
Central Asset Investments & Management Holdings (HK) Ltd 20.35% Add +79.6% 236,162 $29.2M
Winch Advisory Services, LLC 8.34% Reduce -4.6% 236,067 $29.2M
Analyst IMS Investment Management Services Ltd. 1.20% Reduce -4.1% 235,858 $29.1M
LMCG Investments, LLC 1.69% Reduce -7.7% 235,634 $29.1M
Harvest Portfolios Group Inc. 1.11% Reduce -5.7% 235,296 $29.1M
Jackson Square Partners, LLC 1.77% Reduce -9.8% 234,686 $29.0M
Centaurus Financial, Inc. 1.93% Add +31.3% 234,261 $28.9M
Moore Capital Management, LP 0.66% Add +176.5% 234,091 $28.9M
Jackson Square Capital, LLC 7.11% Reduce -1.8% 233,994 $28.9M
Hosking Partners LLP 1.07% Reduce -20.7% 233,682 $28.9M
Ameritas Advisory Services, LLC 1.09% Add +18.5% 233,096 $28.8M
KRS Capital Management, LLC 21.51% Reduce -8.8% 232,650 $28.7M
Greenwood Gearhart LLC 2.71% Add +1.8% 232,277 $28.7M
Connors Investor Services Inc. 2.98% Add +11.4% 231,725 $28.6M
Cornerstone Wealth Management, LLC 2.20% Add +7.8% 231,640 $28.6M
Valiant Capital Management, L.P. 3.37% Reduce -48.5% 231,562 $28.6M
North Star Asset Management Inc. 1.35% Reduce -4.8% 230,966 $28.5M
Callan Capital, LLC 2.35% Add +374.4% 230,820 $28.5M
Centre Asset Management, LLC 6.53% Add +2.3% 230,385 $28.5M
Synergy Asset Management, LLC 4.46% Add +4.9% 230,341 $28.5M
IPG Investment Advisors LLC 6.19% Reduce -1.7% 229,379 $28.3M
WestEnd Advisors, LLC 0.73% Reduce -42.9% 229,362 $28.3M
Summit Rock Advisors, LP 8.76% Reduce -63.2% 229,360 $28.3M
IFP Advisors, Inc 1.12% Add +13.9% 229,286 $28.3M
Perennial Investment Advisors, LLC 4.05% Add +3.1% 228,983 $28.3M
Checchi Capital Advisers, LLC 2.24% Add +0.8% 228,792 $28.3M
Cavalier Investments, LLC 8.70% Add +50.1% 228,719 $28.3M
Avestar Capital, LLC 3.12% Add +14.6% 228,345 $28.2M
Zions Bancorporation, N.A. 2.26% Reduce -12.7% 228,098 $28.2M
YHB Investment Advisors, Inc. 2.42% Add +0.1% 227,837 $28.1M
Symmetry Investments LP 3.52% Reduce -8.9% 227,403 $28.1M
Red Door Wealth Management, LLC 4.96% No change 227,351 $28.1M
Palisade Capital Management, LP 0.86% Add +17.5% 226,335 $28.0M
Cypress Asset Management Inc. 7.19% Reduce -2.7% 222,990 $27.9M
Means Investment Co., Inc. 3.32% Add +3.3% 225,071 $27.8M
National Mutual Insurance Federation of Agricultural Cooperatives 0.28% New 225,000 $27.8M
Syon Capital LLC 2.56% Add +2.3% 224,921 $27.8M
Abbrea Capital, LLC 3.67% Reduce -11.5% 224,648 $27.8M
Talbot Financial, LLC 3.58% Add +3.0% 224,492 $27.7M
Staley Capital Advisers Inc. 1.27% Reduce -17.7% 222,693 $27.5M
Kozak & Associates, Inc. 6.79% Reduce -8.8% 214,376 $27.5M
Crestline Management, L.P. 2.15% Add +38.8% 222,000 $27.4M
Krilogy Financial LLC 2.02% Add +0.3% 221,987 $27.4M
Bray Capital Advisors 6.88% Reduce -2.2% 221,795 $27.4M
Chatham Capital Group, Inc. 4.78% Reduce -0.1% 221,464 $27.4M
Soltis Investment Advisors LLC 2.90% Add +26.8% 221,431 $27.4M
Montecito Bank & Trust 5.54% Reduce -5.5% 220,504 $27.2M
Fortis Capital Advisors, LLC 9.82% Add +0.5% 220,316 $27.2M
Avalon Global Asset Management LLC 8.07% Reduce -18.5% 220,300 $27.2M
Wealth Effects LLC 9.81% Reduce -0.8% 219,028 $27.1M
River Wealth Advisors LLC 3.88% No change 218,855 $27.0M
Waldron Private Wealth LLC 1.21% Reduce -0.2% 218,318 $27.0M
Aquatic Capital Management LLC 0.99% New 218,200 $27.0M
Berkshire Capital Holdings Inc. 10.90% Add +11.5% 218,110 $26.9M
Bell Bank 2.26% Reduce -4.5% 217,573 $26.9M
Harbour Investments, Inc. 0.91% Add +14.2% 217,466 $26.9M
NFSG Corp 10.00% Add +6.6% 217,349 $26.9M
Dalton Investments, Inc. 15.25% No change 217,050 $26.8M
Darden Wealth Group Inc 16.13% Reduce -5.5% 215,971 $26.7M
Apollon Financial, LLC 8.62% Add +1.8% 215,563 $26.6M
Capital Investment Advisory Services, LLC 2.74% Add +5.3% 215,249 $26.6M
Duquesne Family Office 0.94% Reduce -87.8% 214,060 $26.4M
Brick & Kyle, Associates 10.96% Reduce -1.0% 213,866 $26.4M
Scott & Selber, Inc. 8.42% Add +1.3% 213,797 $26.4M
Executive Wealth Management, LLC 4.82% Reduce -3.9% 212,760 $26.3M
Financial Avengers, Inc. 13.95% Reduce -11.9% 212,633 $26.3M
Neumann Capital Management, LLC 8.99% Reduce -2.0% 211,800 $26.2M
Strategic Global Advisors, LLC 5.45% Add +10.9% 210,900 $26.1M
Ingalls & Snyder LLC 1.13% Reduce -5.3% 210,610 $26.0M
Sloy Dahl & Holst, LLC 5.46% Reduce -0.2% 210,455 $26.0M
Left Brain Wealth Management, LLC 12.12% Add +0.6% 210,140 $26.0M
FUKOKU MUTUAL LIFE INSURANCE Co 2.00% Add +2.9% 209,840 $25.9M
Thompson Siegel & Walmsley LLC 0.41% Add +7.2% 208,690 $25.8M
LGT Fund Management Co Ltd. 3.22% Add +209.6% 205,193 $25.8M
Boston Common Asset Management, LLC 0.66% Add +21.3% 208,540 $25.8M
Strategic Planning Group, LLC 5.62% Add +1.6% 208,174 $25.7M
King Wealth Management Group 4.27% Add +1.0% 207,444 $25.6M
Bank of Hawaii 1.18% Reduce -1.4% 207,181 $25.6M
Colonial Trust Advisors 2.45% Reduce -7.0% 207,089 $25.6M
Ontario Teachers Pension Plan Board 0.25% Reduce -3.3% 206,930 $25.6M
GeoWealth Management, LLC 1.11% Add +2.5% 206,670 $25.5M
First Dallas Securities Inc. 11.20% Add +16.3% 206,634 $25.5M
Conning Inc. 0.96% Reduce -4.6% 206,622 $25.5M
Symphony Financial, Ltd. Co. 4.66% Add +42.0% 206,738 $25.5M
Trifecta Capital Advisors, LLC 5.64% Add +0.4% 206,126 $25.5M
First National Advisers, LLC 4.65% Add +7.1% 206,121 $25.5M
HBK Sorce Advisory LLC 0.89% Reduce -1.2% 206,103 $25.5M
Bremer Bank National Association 4.97% Reduce -14.4% 206,061 $25.5M
Applied Finance Capital Management, LLC 1.18% New 205,830 $25.4M
Argent Trust Co 1.12% Add +1.3% 205,564 $25.4M
Avanda Investment Management Pte. Ltd. 3.83% New 205,200 $25.4M
Schechter Investment Advisors, LLC 1.90% Reduce -5.2% 204,457 $25.3M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.75% Reduce -11.4% 202,900 $25.1M
Fidelis Capital Partners, LLC 3.54% Add +8.3% 251,349 $24.9M
Teamwork Financial Advisors, LLC 3.68% Reduce -35.6% 200,713 $24.8M
Morse Asset Management, Inc 6.09% Add +4.1% 200,680 $24.8M
Monetary Management Group Inc. 6.55% Add +0.3% 200,575 $24.8M
Intrust Bank NA 2.63% Reduce -4.2% 200,016 $24.7M
TTP Investments, Inc. 9.25% Add +2.9% 199,420 $24.6M
Castle Rock Wealth Management, LLC 6.14% Add +2.7% 197,911 $24.6M
Draper Asset Management, LLC 18.62% Reduce -1.5% 198,591 $24.5M
United Capital Management of KS, Inc. 5.41% Reduce -2.0% 198,431 $24.5M
Beaumont Financial Advisors, LLC 1.96% Reduce -5.5% 196,844 $24.5M
Founders Financial Securities LLC 2.31% Add +3.8% 197,890 $24.4M
Titleist Asset Management, LLC 3.67% Reduce -13.7% 196,151 $24.2M
Arcadia Investment Management Corp. 4.14% Add +1.5% 196,135 $24.2M
Decatur Capital Management, Inc. 11.71% Add +2.4% 195,490 $24.2M
Main Street Financial Solutions, LLC 2.27% No change 194,904 $24.1M
Welch Group, LLC 1.15% Reduce -4.2% 194,562 $24.0M
JBR Co Financial Management Inc 16.86% Add +1.9% 194,354 $24.0M
First Foundation Advisors 0.92% Add +3.5% 194,300 $24.0M
Avior Wealth Management, LLC 1.03% Reduce -28.6% 194,117 $24.0M
Sigma Investment Counselors Inc. 1.50% Reduce -13.6% 193,799 $23.9M
Gables Capital Management Inc. 12.47% Reduce -3.2% 193,025 $23.8M
Osborne Partners Capital Management, LLC 1.42% Reduce -11.5% 192,510 $23.8M
Compound Planning, Inc. 1.76% Add +22.8% 192,263 $23.8M
First National Bank of Mount Dora, Trust Investment Services 5.73% Reduce -18.8% 192,203 $23.7M
Bfsg, LLC 3.01% Reduce -0.9% 191,992 $23.7M
CapitalatWork S.A. 0.79% New 190,500 $23.5M
Glen Eagle Advisors, LLC 4.31% Add +0.2% 190,456 $23.5M
180 Wealth Advisors, LLC 3.84% Reduce -6.4% 184,562 $23.5M
Jamison Private Wealth Management, Inc. 3.91% Reduce -0.3% 190,234 $23.5M
Aviance Capital Partners, LLC 3.34% Add +11.6% 189,860 $23.5M
Ramsay, Stattman, Vela & Price, Inc. 4.41% Reduce -5.8% 188,685 $23.3M
Sierra Summit Advisors LLC 5.78% Reduce -13.7% 188,541 $23.3M
Marietta Wealth Management, LLC 3.63% Reduce -12.5% 188,273 $23.3M
Manchester Global Management (UK) Ltd 4.09% Reduce -56.3% 188,240 $23.3M
Rice Partnership, LLC 5.05% Add +1.1% 188,016 $23.2M
BNC Wealth Management, LLC 8.62% Add +5.0% 187,922 $23.2M
Transcend Capital Advisors, LLC 1.68% Add +9.9% 187,611 $23.2M
Venture Visionary Partners LLC 1.08% Add +6.0% 187,250 $23.1M
Orange Investment Advisors, Inc. 3.00% Reduce -88.3% 44,252 $23.1M
Regal Investment Advisors LLC 1.53% Add +1.4% 186,832 $23.1M
Washington Trust Advisors, Inc. 2.12% Reduce -15.3% 186,808 $23.1M
Holderness Investments Co. 5.44% Add +0.6% 186,604 $23.1M
Concord Wealth Partners 4.06% Reduce -1.7% 186,449 $23.0M
Sanders Morris Harris LLC 3.78% Reduce -11.8% 185,970 $23.0M
Wealth Management Partners, LLC 11.17% Reduce -2.7% 185,891 $23.0M
Asset Dedication, LLC 1.59% No change 185,405 $22.9M
Principle Wealth Partners LLC 1.74% Reduce -9.5% 184,915 $22.8M
Capital Asset Advisory Services LLC 1.24% Add +18.1% 173,804 $22.8M
Sound View Wealth Advisors Group, LLC 2.35% Add +0.3% 184,482 $22.8M
Citizens Business Bank 4.82% Reduce -2.2% 184,441 $22.8M
CreativeOne Wealth, LLC 1.15% Reduce -14.8% 184,141 $22.7M
Montag & Caldwell, LLC 4.59% Reduce -55.1% 183,796 $22.7M
Arjuna Capital 6.10% Add +15.1% 183,469 $22.7M
Arrow Financial Corp 2.21% Reduce -9.8% 183,418 $22.7M
Strategic Advisors LLC 4.40% Add +21.6% 183,409 $22.7M
Pallas Capital Advisors LLC 1.02% Add +143.9% 186,934 $22.6M
Parcion Private Wealth LLC 2.07% Reduce -0.3% 183,031 $22.6M
Beck Bode, LLC 4.54% Reduce -20.1% 182,866 $22.6M
Benjamin Edwards Inc. 4.34% Reduce -7.5% 182,740 $22.6M
Hilton Capital Management, LLC 1.91% Add +4.0% 182,584 $22.6M
L & S Advisors Inc 2.90% Add +2.0% 182,579 $22.6M
L.M. Kohn & Company 6.09% Add +1.0% 182,019 $22.5M
Insight Advisors, LLC/ PA 4.11% Reduce -5.9% 181,915 $22.5M
NatWest Group plc 7.69% Add +7.2% 181,914 $22.5M
Strong Tower Advisory Services 7.36% Add +2.4% 181,464 $22.4M
NewEdge Wealth, LLC 0.49% Reduce -27.5% 181,397 $22.4M
Fulcrum Capital LLC 5.10% Reduce -1.3% 181,133 $22.4M
Cullinan Associates Inc. 1.26% Reduce -19.6% 180,944 $22.4M
RNC Capital Management LLC 1.24% Add +4.1% 180,640 $22.3M
Fagan Associates, Inc. 3.90% Reduce -0.4% 180,342 $22.3M
Blueprint Investment Partners LLC 4.82% Reduce -20.1% 180,276 $22.3M
Trivium Point Advisory, LLC 3.32% Add +25.8% 180,208 $22.3M
Harbor Advisors LLC 4.08% No change 180,000 $22.2M
Trustmark Bank Trust Department 1.78% Reduce -17.5% 179,960 $22.2M
NCP Inc. 14.06% Add +2.2% 179,890 $22.2M
Ancora Advisors LLC 0.55% Reduce -5.6% 179,498 $22.2M
Peninsula Wealth, LLC 4.13% Reduce -6.0% 171,050 $22.1M
Transform Wealth, LLC 1.66% Add +4.8% 178,923 $22.1M
Indiana Trust & Investment Management Co 8.11% Add +54.1% 178,862 $22.1M
Iron Gate Global Advisors LLC 3.72% Reduce -14.0% 179,109 $22.1M
Country Club Bank 1.53% Add +1.2% 177,790 $22.0M
StoneX Group Inc. 1.76% Reduce -0.4% 178,316 $22.0M
GLOBALT Investments LLC / GA 0.88% Reduce -7.8% 177,659 $21.9M
Apexium Financial, LP 1.57% Reduce -12.4% 177,480 $21.9M
Covington Investment Advisors Inc. 3.49% Add +112.9% 176,155 $21.8M
Ellerson Group Inc. 16.54% Reduce -11.8% 175,980 $21.7M
Bard Financial Services, Inc. 2.25% Reduce -0.4% 175,925 $21.7M
Ninety One SA (Pty) Ltd 3.36% Reduce -5.4% 173,864 $21.7M
IFG Advisory, LLC 1.39% Reduce -6.2% 175,293 $21.7M
Northeast Financial Consultants Inc 0.99% Add +1.4% 174,545 $21.6M
Onex Canada Asset Management Inc. 2.45% Reduce -3.1% 174,328 $21.5M
Ascension Asset Management LLC 11.21% Reduce -5.7% 173,450 $21.4M
Secure Asset Management, LLC 4.05% Add +32.3% 173,094 $21.4M
Eukles Asset Management 9.25% Reduce -0.4% 173,042 $21.4M
Peregrine Asset Advisers, Inc. 8.39% Reduce -4.8% 172,211 $21.3M
Wisconsin Capital Management LLC 10.77% Reduce -6.5% 172,023 $21.3M
PFG Advisors 1.43% Add +2.0% 171,659 $21.2M
Tyler-Stone Wealth Management 8.74% Reduce -0.9% 171,511 $21.2M
Asio Capital, LLC 4.33% Reduce -3.8% 171,254 $21.2M
Americana Partners, LLC 1.66% Reduce -7.1% 171,062 $21.1M
Summit Trail Advisors, LLC 0.56% Reduce -6.7% 170,946 $21.1M
Masso Torrence Wealth Management Inc. 11.69% Reduce -0.6% 170,610 $21.1M
Kavar Capital Partners Group, LLC 3.80% Reduce -19.1% 170,603 $21.1M
Cary Street Partners Investment Advisory LLC 0.85% Add +0.8% 170,539 $21.1M
Capital Group Private Client Services, Inc. 0.21% Add +2745.1% 170,424 $21.1M
Larson Financial Group LLC 1.43% Add +14.8% 169,693 $21.0M
Essex Financial Services, Inc. 1.55% Add +11.8% 199,253 $20.9M
Roundview Capital LLC 1.64% Reduce -14.4% 168,599 $20.8M
Heirloom Wealth Management 6.75% Add +1.9% 168,593 $20.8M
Highline Wealth Partners LLC 7.83% Reduce -18.6% 168,140 $20.8M
Everhart Financial Group, Inc. 5.39% Add +10.4% 167,985 $20.8M
GYL Financial Synergies, LLC 1.60% Add +4.5% 167,880 $20.7M
Kiley Juergens Wealth Management, LLC 5.75% Add +3.4% 167,652 $20.7M
Segment Wealth Management, LLC 1.52% Reduce -14.1% 167,107 $20.6M
Martingale Asset Management L P 0.45% Add +84.5% 166,653 $20.6M
Fishman Jay A Ltd. 2.16% Add +25.7% 166,085 $20.5M
Chapin Davis, Inc. 7.01% Add +9.0% 165,999 $20.5M
Concourse Financial Group Securities, Inc. 1.28% Add +7.9% 270,120 $20.5M
Sompo Asset Management Co., Ltd. 3.46% Add +10.8% 165,880 $20.5M
Vista Equity Partners Management, LLC 0.54% New 164,969 $20.4M
Edgemoor Investment Advisors, Inc. 1.91% Add +4.6% 164,798 $20.4M
EFG Asset Management (North America) Corp. 3.51% Reduce -8.3% 164,020 $20.2M
Creekmur Asset Management LLC 5.22% Reduce -4.5% 163,548 $20.2M
Deltec Asset Management LLC 3.86% Reduce -0.7% 163,500 $20.2M
Weatherly Asset Management L. P. 1.85% Reduce -4.3% 163,265 $20.2M
Sepio Capital, LP 1.85% Reduce -27.5% 163,145 $20.2M
Atlas Brown,Inc. 7.22% Reduce -6.5% 163,012 $20.1M
Invictus Private Wealth, LLC 1.69% Reduce -0.7% 162,690 $20.1M
Aperture Investors, LLC 2.94% Reduce -34.5% 162,662 $20.1M
Olde Wealth Management, LLC 7.65% Reduce -6.7% 162,555 $20.1M
Octavia Wealth Advisors, LLC 2.73% Add +0.5% 162,461 $20.1M
Progressive Investment Management Corp 5.31% Reduce -1.1% 162,354 $20.1M
Realta Investment Advisors 3.92% Add +39.0% 162,053 $20.0M
Tradewinds, LLC. 6.13% Add +11.2% 161,517 $20.0M
Laurel Wealth Advisors LLC 3.49% Reduce -11.2% 161,517 $20.0M
Supplemental Annuity Collective Trust of NJ 6.13% Reduce -5.7% 161,300 $19.9M
Certuity, LLC 1.59% Reduce -17.7% 160,262 $19.9M
Nemes Rush Group LLC 2.73% Reduce -5.1% 160,870 $19.9M
Peterson Wealth Services 6.94% Reduce -3.9% 160,812 $19.9M
First Merchants Corp. 0.80% Reduce -13.5% 160,438 $19.8M
Point72 Europe (London) LLP 1.68% Reduce -35.3% 160,430 $19.8M
Keystone Financial Group 7.18% Add +6.3% 160,086 $19.8M
Parsons Capital Management Inc. 1.35% No change 160,002 $19.8M
Capstone Investment Advisors, LLC 0.89% Add +143.3% 159,852 $19.7M
Horizon Investments, LLC 0.54% Reduce -63.9% 159,388 $19.7M
Advisors Asset Management, Inc. 0.38% Reduce -4.5% 159,277 $19.7M
London Co. of Virginia 0.11% No change 159,200 $19.7M
Point72 Hong Kong Ltd 1.20% Reduce -77.2% 158,998 $19.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.77% Reduce -15.2% 158,570 $19.6M
Logan Capital Management Inc. 0.84% Add +0.3% 158,129 $19.5M
Juniper Hill Capital Management LP 4.87% New 157,750 $19.5M
JT Stratford LLC 3.63% Add +7.4% 157,724 $19.5M
Prairie Wealth Advisors, Inc. 9.88% Reduce -6.1% 157,721 $19.5M
Nicholas Investment Partners, LP 2.26% Reduce -12.3% 157,127 $19.4M
Consolidated Investment Group LLC 3.01% No change 157,000 $19.4M
Hennion & Walsh Asset Management, Inc. 1.00% Add +12.9% 156,936 $19.4M
McBroom & Associates, LLC 12.14% Reduce -3.1% 156,801 $19.4M
Guardian Wealth Advisors, LLC / NC 2.26% Add +1.0% 156,696 $19.4M
RFG Advisory, LLC 0.63% Add +2.1% 156,294 $19.3M
Lowe Brockenbrough & Co. Inc. 1.28% Reduce -34.3% 156,025 $19.3M
Portfolio Design Labs, LLC 5.94% Reduce -2.6% 155,724 $19.2M
Titan Global Capital Management USA LLC 3.06% Reduce -49.3% 155,483 $19.2M
Carroll Investors, Inc 13.42% Reduce -4.0% 154,952 $19.2M
Fortitude Advisory Group L.L.C. 11.44% Add +0.7% 155,003 $19.1M
Montag A & Associates Inc. 0.96% Add +1.1% 154,287 $19.1M
Gilliland Jeter Wealth Management LLC 6.41% Reduce -0.2% 154,022 $19.0M
EverSource Wealth Advisors, LLC 1.26% Add +14.2% 162,097 $19.0M
SFE Investment Counsel 4.21% Reduce -9.0% 153,459 $19.0M
Sage Capital Advisors,llc 5.44% Reduce -0.6% 153,451 $19.0M
Obermeyer Wealth Partners 1.09% Reduce -19.4% 153,300 $18.9M
Stiles Financial Services Inc 7.27% Reduce -6.3% 153,085 $18.9M
Buckingham Capital Management, Inc. 2.26% Add +138.5% 153,001 $18.9M
B.O.S.S. Retirement Advisors, LLC 4.83% Add +15.8% 152,969 $18.9M
Kingfisher Capital LLC 4.45% Reduce -0.4% 152,945 $18.9M
TB Alternative Assets Ltd. 4.39% Add +6.7% 152,600 $18.9M
Capital Market Strategies LLC 11.95% Reduce -7.5% 152,392 $18.8M
STF Management LP 7.93% Reduce -5.2% 152,245 $18.8M
Central Pacific Bank - Trust Division 2.35% Reduce -6.7% 151,975 $18.8M
Howe & Rusling Inc. 1.71% Add +707.9% 151,723 $18.7M
Pinnacle Wealth Management Advisory Group, LLC 1.93% Reduce -3.5% 151,525 $18.7M
Cassaday & Co Wealth Management LLC 0.59% Add +5.9% 151,166 $18.7M
Robeco Schweiz AG 0.36% Add +11.8% 151,000 $18.7M
First Hawaiian Bank 0.63% Reduce -12.2% 150,751 $18.6M
Camden National Bank 2.87% Add +12.0% 150,694 $18.6M
Equitable Trust Co. 1.28% Reduce -9.0% 150,652 $18.6M
3Chopt Investment Partners, LLC 5.68% Add +1.9% 150,505 $18.6M
FinTrust Capital Advisors, LLC 3.39% Add +1.8% 42,492 $18.6M
Smithbridge Asset Management Inc. 3.86% Reduce -4.7% 150,331 $18.6M
Trust Point Inc. 1.49% Reduce -5.0% 150,298 $18.6M
Mission Creek Capital Partners, Inc. 4.67% Add +10.8% 150,246 $18.6M
Redwood Investments, LLC 6.32% Reduce -17.2% 171,810 $18.6M
CX Institutional 0.87% Add +3.7% 150,085 $18.5M
Kentucky Farm Bureau Mutual Insurance Co 4.22% No change 150,000 $18.5M
Senator Investment Group LP 0.90% Reduce -25.0% 150,000 $18.5M
Novare Capital Management LLC 1.67% Add +12.8% 149,845 $18.5M
JTC Employer Solutions Trustee Ltd 1.24% Add +0.5% 149,767 $18.5M
Nilsine Partners, LLC 2.47% Reduce -1.3% 149,226 $18.4M
Geneos Wealth Management Inc. 0.82% Add +7.8% 149,149 $18.4M
Kinetic Partners Management, LP 1.34% New 149,000 $18.4M
Formidable Asset Management, LLC 2.97% Add +7.4% 148,817 $18.4M
Old National Bancorp 0.43% Add +15.3% 148,706 $18.4M
FourThought Financial Partners, LLC 2.36% Reduce -0.4% 148,378 $18.3M
Perennial Advisors, LLC 4.10% Add +1.1% 147,838 $18.3M
New Millennium Group LLC 11.92% Add +7.5% 147,763 $18.3M
SS&H Financial Advisors, Inc. 7.10% Add +3.3% 147,220 $18.2M
Sfmg, LLC 1.58% Add +0.4% 146,989 $18.2M
RKL Wealth Management LLC 1.74% Reduce -4.3% 146,140 $18.1M
Physicians Financial Services, Inc. 5.87% Add +8.4% 146,120 $18.1M
Quent Capital, LLC 1.99% Add +1.1% 146,093 $18.0M
Stonebridge Capital Advisors LLC 1.58% Reduce -15.1% 145,681 $18.0M
Old Second National Bank of Aurora 4.61% Reduce -2.7% 145,637 $18.0M
J. Goldman & Co LP 0.67% Reduce -59.0% 145,267 $17.9M
Alight Capital Management LP 4.43% Add +45.0% 145,000 $17.9M
Forum Financial Management, LP 0.32% Reduce -9.2% 144,878 $17.9M
WINTON GROUP Ltd 1.20% Add +5280.6% 144,199 $17.8M
Puzo Michael J 4.94% Reduce -8.4% 144,019 $17.8M
Founders Financial Alliance, LLC 5.28% Reduce -21.0% 143,997 $17.8M
Family Manage LLC 3.15% Reduce -1.7% 143,889 $17.8M
Point72 (DIFC) Ltd 1.57% New 143,698 $17.8M
Woodline Partners LP 0.17% Add +153.4% 143,553 $17.7M
Polymer Capital Management (HK) LTD 3.60% Reduce -32.5% 143,513 $17.7M
Accent Capital Management, LLC 10.88% No change 143,402 $17.7M
Summit X, LLC 3.97% Add +10.7% 142,771 $17.7M
Ables, Iannone, Moore & Associates, Inc. 11.71% Add +0.5% 143,314 $17.7M
Chase Investment Counsel Corp. 6.26% Add +1.8% 142,910 $17.7M
Spirepoint Private Client, LLC 2.50% Reduce -0.3% 142,750 $17.6M
Oxford Financial Group, LTD. LLC 1.16% Add +9.2% 142,485 $17.6M
Symmetry Partners, LLC 0.90% Reduce -33.0% 142,294 $17.6M
First Trust Investment Solutions L.P. 2.47% Add +97.0% 141,916 $17.5M
Zevin Asset Management LLC 2.84% Add +7.3% 141,913 $17.5M
Cape Cod Five Cents Savings Bank 1.69% Reduce -9.1% 141,250 $17.5M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 6.63% Reduce -24.6% 141,030 $17.4M
Commons Capital, LLC 20.95% Add +1.5% 140,731 $17.4M
Manchester Financial Inc. 4.27% Reduce -5.1% 140,464 $17.4M
Private Trust Co. NA 1.87% Reduce -2.3% 140,140 $17.3M
KP Management LLC 6.51% Reduce -6.7% 140,000 $17.3M
Aft, Forsyth & Sober, LLC 5.93% Add +53.9% 140,000 $17.3M
Roman Butler Fullerton & Co. 5.61% Add +5.0% 128,128 $17.3M
Trust Co. of Toledo NA 2.50% Add +5.3% 139,822 $17.3M
Itau Unibanco Holding S.A. 0.71% Reduce -38.2% 139,797 $17.3M
NCM Capital Management, LLC 9.05% Reduce -3.0% 139,772 $17.3M
Premier Path Wealth Partners, LLC 2.94% Add +2.5% 139,739 $17.3M
Centiva Capital, LP 0.84% Add +35.2% 138,968 $17.2M
Private Capital Advisors, Inc. 1.91% Add +6.3% 138,931 $17.2M
Mezzasalma Advisors, LLC 7.36% Add +6.8% 138,921 $17.2M
Birinyi Associates Inc. 5.12% No change 138,500 $17.1M
Blackhill Capital Inc. 1.06% No change 138,500 $17.1M
M Holdings Securities, Inc. 2.22% New 138,314 $17.1M
M. Kulyk & Associates, LLC 3.97% Reduce -18.8% 138,326 $17.1M
Smartleaf Asset Management LLC 2.79% Add +32.5% 137,217 $17.0M
Stonegate Investment Group, LLC 0.49% No change 137,249 $17.0M
NWK Group, Inc. 7.11% Reduce -0.2% 137,005 $16.9M
Aragon Global Management, LP 7.21% No change 136,800 $16.9M
Elevatus Welath Management 6.31% Reduce -45.6% 136,499 $16.9M
Cooper Financial Group 2.48% Add +9.2% 136,381 $16.8M
Tradition Wealth Management, LLC 1.63% Add +2.4% 136,290 $16.8M
TrinityPoint Wealth, LLC 2.62% Reduce -7.1% 135,741 $16.8M
Meritage Portfolio Management 1.06% Add +77.6% 135,732 $16.8M
Morningstar Investment Management LLC 1.75% Add +2594.8% 135,550 $16.7M
Altrafin AG 6.18% Reduce -0.5% 135,394 $16.7M
Affinity Wealth Management LLC 3.05% Reduce -1.8% 135,305 $16.7M
Cypress Capital Group 2.00% Add +2.1% 135,000 $16.7M
PKO Investment Management Joint-Stock Co 2.05% Reduce -4.1% 134,320 $16.6M
Cyndeo Wealth Partners, LLC 1.30% Reduce -3.8% 134,164 $16.6M
Pinnacle Wealth Planning Services, Inc. 2.37% Reduce -5.0% 134,154 $16.6M
Next Century Growth Investors LLC 1.37% Reduce -0.3% 133,930 $16.5M
PDS Planning, Inc 1.67% Add +5.9% 133,921 $16.5M
MV Capital Management, Inc. 1.86% Add +0.6% 133,724 $16.5M
WJ Wealth Management, LLC 5.99% Add +9.2% 133,240 $16.5M
Redhawk Wealth Advisors, Inc. 2.51% Reduce -3.2% 133,136 $16.4M
CHICAGO TRUST Co NA 3.33% Add +9.1% 132,979 $16.4M
Sendero Wealth Management, LLC 2.76% Reduce -20.6% 132,818 $16.4M
Pacific Global Investment Management Co. 3.11% Reduce -17.1% 132,321 $16.3M
Kemnay Advisory Services Inc. 3.39% Reduce -21.5% 132,050 $16.3M
Zullo Investment Group, Inc. 7.16% Add +2.4% 131,961 $16.3M
Orser Capital Management, LLC 12.25% Reduce -23.8% 131,845 $16.3M
Meyer Handelman Co. 0.57% Reduce -2.7% 131,820 $16.3M
Global Endowment Management, LP 1.72% New 131,720 $16.3M
Fort Sheridan Advisors LLC 2.61% Add +2.2% 130,795 $16.2M
DDD Partners, LLC 1.87% Add +1.6% 130,593 $16.1M
Motco 0.95% Reduce -4.6% 130,352 $16.1M
SkyView Investment Advisors, LLC 2.88% Reduce -9.5% 130,269 $16.1M
Cadinha & Co. LLC 2.98% Reduce -40.0% 130,158 $16.1M
Beam Wealth Advisors, Inc. 5.35% Add +945.1% 130,115 $16.1M
Crown Advisors Management, Inc. 10.31% Reduce -13.3% 130,000 $16.1M
WD Rutherford LLC 8.06% Reduce -12.2% 129,980 $16.1M
Whitener Capital Management, Inc. 4.85% Add +2.0% 129,725 $16.0M
Alcosta Capital Management, Inc. 9.86% Reduce -0.6% 129,500 $16.0M
CIC Wealth, LLC 4.40% Add +0.9% 129,369 $16.0M
Stoneridge Investment Partners LLC 6.01% Reduce -7.6% 128,710 $15.9M
Capital Group Investment Management Pte. LTD. 3.43% Add +3.7% 128,536 $15.9M
Valmark Advisers, Inc. 0.27% Add +6.6% 128,536 $15.9M
Processus Wealth & Capital Management, LLC 13.15% Reduce -20.0% 128,470 $15.9M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 9.01% Reduce -45.7% 128,095 $15.8M
Strategic Vision Investment Ltd 27.87% Reduce -41.8% 128,000 $15.8M
AlphaStar Capital Management, LLC 1.46% Add +14.6% 127,810 $15.8M
Financiere des Professionnels - Fonds d'investissement inc. 1.23% Add +0.5% 128,090 $15.7M
Redwood Investment Management, LLC 1.36% Add +1.6% 136,148 $15.7M
Wesleyan Assurance Society 1.36% Add +15.3% 126,800 $15.6M
Neville Rodie & Shaw Inc. 1.19% Reduce -4.3% 126,605 $15.6M
Texas Yale Capital Corp. 0.74% Add +1.3% 126,480 $15.6M
Cove Private Wealth, LLC 12.80% Reduce -3.8% 126,290 $15.6M
Mathes Company, Inc. 5.71% Reduce -1.6% 126,209 $15.6M
AdvisorNet Financial, Inc 1.41% No change 125,829 $15.5M
Parisi Gray Wealth Management 5.55% Add +0.5% 125,318 $15.5M
Berger Financial Group, Inc 1.23% Add +2.6% 125,130 $15.5M
Geneva Partners, LLC 6.37% Add +3.7% 125,119 $15.5M
Clarity Financial LLC 2.33% Add +7.9% 125,086 $15.5M
Johnson Financial Group, Inc. 0.75% Add +76.2% 125,062 $15.5M
Notis-McConarty Edward 6.06% Reduce -7.9% 124,920 $15.4M
Kestra Investment Management, LLC 1.05% — 124,798 $15.4M
Marietta Investment Partners LLC 3.38% Add +9.6% 124,570 $15.4M
Concentric Capital Strategies, LP 0.96% Reduce -31.8% 124,413 $15.4M
Rockport Wealth LLC 6.49% New 124,356 $15.4M
New Hampshire Trust 3.50% Reduce -2.7% 124,346 $15.4M
Norden Group LLC 3.10% Add +15.5% 124,051 $15.3M
Willis Investment Counsel 1.06% Add +0.1% 123,910 $15.3M
Wealthspire Advisors, LLC 0.20% Add +16.8% 123,587 $15.3M
SageView Advisory Group, LLC 0.95% New 123,574 $15.3M
SPX Gestao de Recursos Ltda 2.32% Add +4.6% 123,540 $15.3M
FAS Wealth Partners, Inc. 1.32% Add +6.3% 123,243 $15.2M
Transamerica Financial Advisors, LLC 1.62% No change 123,027 $15.2M
Stelac Advisory Services LLC 6.34% No change 122,440 $15.1M
Fiduciary Alliance LLC 2.46% Add +7.0% 123,269 $15.1M
Alpha Family Trust 8.86% No change 122,400 $15.1M
Boothbay Fund Management, LLC 0.52% Reduce -63.4% 122,339 $15.1M
RB Capital Management, LLC 4.04% Reduce -5.2% 122,301 $15.1M
MADDEN SECURITIES Corp 6.67% Add +26.7% 121,851 $15.1M
W.G. Shaheen & Associates DBA Whitney & Co 1.72% Add +28.8% 121,441 $15.0M
Fragasso Financial Advisors Inc 1.23% Add +21.1% 120,577 $14.9M
Robocap Asset Management Ltd 9.28% Reduce -12.9% 120,503 $14.9M
SOA Wealth Advisors, LLC. 2.99% Add +13.5% 120,284 $14.9M
Herold Advisors, Inc. 3.44% Reduce -4.0% 120,275 $14.9M
Beacon Bank & Trust 3.73% Reduce -9.9% 120,220 $14.9M
Artemis Wealth Advisors, LLC 2.36% Add +9.1% 120,000 $14.8M
Stevard, LLC 12.81% Add +2.8% 119,960 $14.8M
Financial Engines Advisors L.L.C. 0.03% Add +28.0% 119,620 $14.8M
Advisor OS, LLC 1.62% Reduce -10.9% 119,451 $14.8M
Lewis Asset Management, LLC 11.26% Add +2.5% 119,243 $14.7M
University of Texas/Texas Am Investment Management Co. 2.87% Add +44.5% 119,110 $14.7M
WealthPLAN Partners, LLC 1.58% Add +41.1% 118,859 $14.7M
Koshinski Asset Management, Inc. 1.36% Reduce -19.0% 111,457 $14.6M
San Luis Wealth Advisors LLC 3.51% Reduce -10.9% 118,223 $14.6M
AMG National Trust Bank 0.39% Add +7.3% 118,113 $14.6M
Westover Capital Advisors, LLC 3.76% Add +13.1% 117,997 $14.6M
Vise Technologies, Inc. 2.55% Reduce -12.4% 117,771 $14.5M
Wright Investors Service Inc. 3.81% Add +3.5% 117,142 $14.5M
American State Bank (Iowa) 9.25% Reduce -3.2% 116,989 $14.5M
Plimoth Trust Co. LLC 3.85% No change 116,724 $14.4M
Bogart Wealth, LLC 0.73% Add +4.6% 116,563 $14.4M
D L Carlson Investment Group Inc. 2.77% Reduce -6.2% 116,280 $14.4M
Mirabaud Asset Management Ltd 6.61% Reduce -33.7% 116,186 $14.4M
Cim Investment Management Inc. 4.42% Reduce -3.1% 116,053 $14.3M
Duncker Streett & Co. Inc. 2.75% Reduce -5.0% 115,995 $14.3M
Icon Wealth Advisors, LLC 1.27% Add +16.9% 122,331 $14.3M
Scholtz & Company, LLC 6.09% Reduce -11.3% 115,583 $14.3M
Blodgett Wealth Advisors, LLC 12.10% Reduce -2.9% 115,420 $14.3M
Optas, LLC 3.67% Add +3.0% 115,412 $14.3M
Modera Wealth Management, LLC 0.21% Add +6.7% 115,348 $14.3M
Tang Capital Management LLC 1.45% Add +15.0% 115,019 $14.2M
Moloney Securities Asset Management, LLC 2.06% Reduce -2.1% 114,747 $14.2M
Seven Mile Advisory 10.42% Add +0.7% 114,674 $14.2M
Baldwin Investment Management, LLC 1.94% Reduce -0.7% 114,602 $14.2M
Gunderson Capital Management LLC 6.06% Reduce -46.8% 114,277 $14.1M
Linden Thomas Advisory Services, LLC 2.18% Reduce -11.0% 114,232 $14.1M
Ceeto Capital Group, LLC 5.46% Reduce -5.0% 114,000 $14.1M
Rehmann Capital Advisory Group 1.01% Add +0.4% 113,996 $14.1M
Community Financial Services Group, LLC 3.03% Add +84.6% 113,799 $14.1M
Hall Laurie J Trustee 4.89% Reduce -1.8% 113,650 $14.0M
Mather Group, Llc. 0.17% Reduce -83.5% 15,486 $14.0M
Connable Office Inc. 1.50% Add +16.9% 113,118 $14.0M
NTV Asset Management LLC 1.99% Add +4.2% 112,735 $13.9M
Naviter Wealth, LLC 2.08% Add +10.1% 112,734 $13.9M
Mane Global Capital Management LP 0.98% New 112,600 $13.9M
Liberty Capital Management, Inc. 3.30% Reduce -13.9% 112,591 $13.9M
Mystic Asset Management, Inc. 5.61% Reduce -3.4% 112,510 $13.9M
Sentry Investment Management LLC 6.18% Reduce -21.4% 112,494 $13.9M
Hudson Canyon Capital Management 9.36% Reduce -14.2% 112,000 $13.8M
Vision Capital Management, Inc. 2.06% Reduce -2.7% 111,918 $13.8M
Harmony Asset Management LLC 5.77% Add +1.2% 111,544 $13.8M
Grove Bank & Trust 2.21% Reduce -3.5% 111,537 $13.8M
Steele Capital Management, Inc. 0.77% Add +4.8% 111,009 $13.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.28% No change 110,762 $13.7M
Community Bank & Trust, Waco, Texas 3.42% Reduce -1.2% 110,740 $13.7M
Moseley Investment Management Inc. 6.33% No change 110,398 $13.6M
Ulland Investment Advisors, LLC 10.39% Add +1.9% 110,356 $13.6M
Barrett & Company, Inc. 6.16% Reduce -3.4% 110,248 $13.6M
Beverly Hills Private Wealth, LLC 2.98% Reduce -4.8% 110,189 $13.6M
ROI Financial Advisors, LLC 9.85% Reduce -0.6% 110,293 $13.6M
Capital City Trust Co. 3.67% Reduce -0.8% 109,526 $13.5M
Strategic Wealth Investment Group, LLC 1.71% — 108,787 $13.5M
Bay Rivers Group 7.02% Reduce -6.3% 109,361 $13.5M
Chiron Investment Management, LLC 5.30% Add +1.8% 109,317 $13.5M
High Net Worth Advisory Group LLC 4.09% Reduce -6.4% 109,199 $13.5M
Enterprise Bank & Trust Co 4.60% Reduce -7.5% 109,116 $13.5M
Kidder Stephen W 4.21% Reduce -4.9% 109,060 $13.5M
David J Yvars Group 8.41% Reduce -0.7% 108,842 $13.4M
Armistice Capital, LLC 0.35% Reduce -12.6% 108,831 $13.4M
Monograph Wealth Advisors, LLC 1.96% Add +8.1% 108,735 $13.4M
Sage Mountain Advisors LLC 1.24% Add +22.3% 108,601 $13.4M
Robertson Stephens Wealth Management, LLC 0.70% Add +37.3% 108,165 $13.4M
Clear Creek Financial Management, LLC 1.62% Add +3.4% 107,899 $13.3M
Janney Capital Management LLC 0.94% Reduce -23.1% 107,584 $13.3M
Cordatus Wealth Management LLC 4.98% No change 107,549 $13.3M
Virtue Capital Management, LLC 2.28% Reduce -4.9% 108,202 $13.3M
Bill Few Associates, Inc. 5.10% Reduce -15.3% 107,448 $13.3M
Optimum Investment Advisors 5.95% Reduce -2.3% 107,335 $13.3M
Bridgewater Advisors Inc. 1.64% New 117,983 $13.3M
Independent Solutions Wealth Management, LLC 3.04% Reduce -2.4% 107,232 $13.2M
Sirios Capital Management L P 2.30% Reduce -34.0% 107,134 $13.2M
Leelyn Smith, LLC 2.56% Reduce -0.9% 107,036 $13.2M
Freemont Management S.A. 7.64% Reduce -67.8% 107,000 $13.2M
Cullen Investment Group, LTD. 2.10% Add +0.9% 106,720 $13.2M
Quantum Private Wealth, LLC 4.67% Add +1.3% 106,634 $13.2M
United Advisor Group, LLC 4.09% Reduce -1.1% 106,585 $13.2M
AlTi Global, Inc. 0.35% Add +5.4% 106,441 $13.1M
Catalyst Financial Partners LLC 2.89% Add +10.2% 106,387 $13.1M
Burns J W & Co. Inc. 1.77% Add +15.0% 106,044 $13.1M
Naples Money Management LLC 11.13% Add +131.2% 105,020 $13.1M
Gryphon Financial Partners LLC 1.95% Add +4.9% 105,615 $13.0M
Jessup Wealth Management, Inc 5.55% Reduce -6.4% 105,377 $13.0M
Arden Trust Co 1.82% Add +0.8% 105,352 $13.0M
Columbia Bank 5.02% Add +1.6% 104,976 $13.0M
Midwest Professional Planners, LTD. 4.32% Reduce -6.5% 104,656 $12.9M
ICICI Prudential Asset Management Co Ltd 1.53% Add +8.6% 104,619 $12.9M
SP Asset Management LLC 1.18% Add +6.2% 104,506 $12.9M
Mesirow Financial Investment Management, Inc. 0.29% Add +1.0% 104,424 $12.9M
Richard C. Young & CO., LTD. 1.57% New 104,389 $12.9M
Dudley Capital Management, LLC 7.21% Reduce -0.2% 104,199 $12.9M
Manhattan West Asset Management, LLC 3.48% Reduce -18.1% 104,170 $12.9M
Blue Trust, Inc. 0.18% Reduce -81.4% 14,196 $12.8M
Fortis Capital Management LLC 2.73% Add +89.6% 103,806 $12.8M
Dorsey Wright & Associates 3.31% Reduce -32.6% 103,292 $12.8M
Barometer Capital Management Inc. 4.90% Reduce -30.4% 102,780 $12.7M
Cornell Pochily Investment Advisors, Inc. 4.83% Add +5.0% 102,773 $12.7M
Hollencrest Capital Management 0.56% Reduce -7.6% 102,583 $12.7M
Strategic Investment Advisors / MI 1.54% Reduce -2.8% 102,534 $12.7M
PFC Capital Group, Inc. 6.33% Add +2.7% 102,365 $12.6M
Ignite Planners, LLC 3.09% Add +4.5% 100,499 $12.6M
CRA Financial Services, LLC 2.54% Add +5.5% 102,065 $12.6M
Claro Advisors Inc. 1.97% Add +0.4% 101,911 $12.6M
Brooklyn Investment Group 5.41% Reduce -90.0% 13,926 $12.6M
CV Advisors LLC 7.02% Reduce -3.8% 101,808 $12.6M
Griffin Asset Management, Inc. 1.46% Add +4.7% 101,780 $12.6M
Royal Fund Management, LLC 1.69% Add +27.5% 101,648 $12.6M
Aaron Wealth Advisors LLC 1.74% Add +7.5% 101,578 $12.5M
Legacy Financial Advisors, Inc. 2.23% Add +4.4% 101,576 $12.5M
Wambolt & Associates, LLC 3.65% Add +2.7% 100,890 $12.5M
Keebeck Wealth Management 1.84% Reduce -7.0% 101,282 $12.5M
Paragon Financial Partners, Inc. 9.72% Add +0.2% 101,001 $12.5M
Venturi Wealth Management, LLC 0.74% Add +4.4% 100,976 $12.5M
North Growth Management Ltd. 2.46% Reduce -46.8% 101,000 $12.4M
Harel Insurance Investments & Financial Services Ltd. 0.23% Add +46.9% 100,613 $12.4M
Patriot Financial Group Insurance Agency, LLC 1.83% Reduce -15.4% 100,624 $12.4M
Goodman Advisory Group, LLC 3.71% Add +61.9% 100,498 $12.4M
Parkwood LLC 1.54% Reduce -33.7% 100,130 $12.4M
Goelzer Investment Management, Inc. 0.69% Add +39.1% 100,078 $12.4M
Cunning Capital Partners, LP 6.92% No change 100,050 $12.4M
Morgens Waterfall Vintiadis & Co. Inc. 9.40% Reduce -23.3% 100,000 $12.4M
Ogborne Capital Management, LLC 3.82% Reduce -73.3% 100,000 $12.4M
Hel Ved Capital Management Ltd 4.27% Reduce -8.3% 99,550 $12.3M
Jacobi Capital Management LLC 1.07% Add +2.4% 99,299 $12.3M
First Heartland Consultants, Inc. 1.22% Add +4.3% 99,160 $12.3M
Simon Quick Advisors, LLC 0.86% Reduce -0.7% 98,893 $12.2M
Fuller & Thaler Asset Management, Inc. 0.05% Reduce -28.4% 98,871 $12.2M
Alpine Woods Capital Investors, LLC 1.88% Reduce -3.4% 98,780 $12.2M
Cookson Peirce & Co. Inc. 0.59% Add +6.0% 98,586 $12.2M
Manchester Capital Management LLC 1.46% Reduce -2.5% 98,465 $12.2M
Doheny Asset Management 8.66% Add +2.2% 98,370 $12.2M
HWG Holdings LP 4.46% — 98,363 $12.2M
EFG Asset Management (Americas) Corp. 2.38% New 98,257 $12.1M
Householder Group Estate & Retirement Specialist, LLC 3.41% Add +21.5% 98,216 $12.1M
Howard Capital Management, LLC 1.19% Add +59.9% 97,861 $12.1M
Element Pointe Advisors, LLC 3.06% Add +0.2% 97,587 $12.1M
Oak Asset Management, LLC 4.41% Reduce -1.4% 97,480 $12.0M
Keel Point, LLC 1.09% Add +17.8% 103,679 $12.0M
Audent Global Asset Management, LLC 12.54% Reduce -10.7% 97,458 $12.0M
Advisors Management Group Inc. 3.01% Reduce -2.4% 97,435 $12.0M
Clear Harbor Asset Management, LLC 1.05% Reduce -0.4% 97,320 $12.0M
Zimmermann Investment Management & Planning LLC 4.00% Reduce -0.7% 97,043 $12.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.36% Add +46.6% 96,508 $11.9M
Kercheville Advisors, LLC 5.17% Add +16.6% 96,336 $11.9M
Vestmark Advisory Solutions, Inc. 0.50% Reduce -18.8% 96,312 $11.9M
DE Burlo Group Inc. 1.60% Reduce -8.5% 96,100 $11.9M
Geller Advisors LLC 0.88% Reduce -15.5% 96,094 $11.9M
Parkside Financial Bank & Trust 1.87% Reduce -1.9% 96,073 $11.9M
Eastover Investment Advisors LLC 5.66% Add +0.3% 96,525 $11.8M
Trinity Legacy Partners, LLC 3.37% Reduce -1.6% 95,786 $11.8M
Pittenger & Anderson Inc. 0.49% Reduce -0.8% 95,575 $11.8M
Riggs Asset Managment Co. Inc. 3.52% Reduce -25.8% 95,555 $11.8M
Seaview Investment Managers LLC 3.55% Reduce -47.2% 95,489 $11.8M
TriaGen Wealth Management LLC 4.55% Add +0.3% 95,363 $11.8M
Childress Capital Advisors, LLC 3.31% Reduce -2.6% 95,198 $11.8M
West Oak Capital, LLC 4.73% Reduce -8.5% 95,115 $11.8M
Cherry Creek Investment Advisors, Inc. 6.13% Reduce -2.1% 95,110 $11.7M
Cerro Pacific Wealth Advisors LLC 4.49% — 95,026 $11.7M
Y.D. More Investments Ltd 1.20% Reduce -22.2% 95,030 $11.7M
Hamilton Wealth, LLC 3.15% Add +201.6% 94,776 $11.7M
GenTrust, LLC 0.64% Add +233.6% 94,672 $11.7M
NRI Wealth Management LC 9.06% Add +1.5% 94,631 $11.7M
Catalina Capital Group, LLC 4.45% Add +10.2% 94,618 $11.7M
Menard Financial Group LLC 8.34% Add +4.2% 94,606 $11.7M
Connecticut Wealth Management, LLC 0.60% Add +1.1% 94,547 $11.7M
Schear Investment Advisers, LLC 8.43% Add +1.7% 94,532 $11.7M
Horizon Investment Services, LLC 5.50% No change 94,365 $11.7M
Consolidated Capital Management, LLC 5.57% Add +7.2% 94,298 $11.6M
Global Wealth Management Investment Advisory, Inc. 2.71% No change 94,245 $11.6M
Advisory Alpha, LLC 0.46% Add +8.1% 94,135 $11.6M
Strategic Advocates LLC 4.60% Reduce -3.9% 93,911 $11.6M
Legacy Advisors, LLC 1.41% Add +16.8% 93,896 $11.6M
Argonautica Private Wealth Management, Inc. 3.97% Add +0.2% 93,887 $11.6M
Thames Capital Management LLC 4.54% Reduce -10.1% 93,800 $11.6M
JAT Capital Mgmt LP 1.81% Reduce -55.2% 93,790 $11.6M
Astoria Portfolio Advisors LLC. 4.14% Add +2.6% 93,723 $11.6M
Laird Norton Wetherby Trust Company, LLC 1.63% New 93,528 $11.6M
Moneco Advisors, LLC 1.70% Add +3.4% 93,509 $11.6M
Eley Financial Management, Inc 4.89% Reduce -3.1% 93,461 $11.5M
Adirondack Trust Co. 4.70% Reduce -5.6% 93,250 $11.5M
Callahan Advisors, LLC 1.19% Add +34.8% 92,840 $11.5M
Convergence Investment Partners, LLC 3.35% Add +41.8% 92,781 $11.5M
Pennsylvania Capital Management Inc. 4.40% Add +8.1% 92,173 $11.4M
Nicolet Advisory Services, LLC 1.08% Add +8.9% 83,663 $11.3M
L2 Asset Management, LLC 3.40% Add +10.6% 91,345 $11.3M
Freedom Investment Management, Inc. 0.92% Add +12.1% 91,057 $11.2M
Xcel Wealth Management, LLC 3.55% Reduce -1.4% 90,917 $11.2M
Tucker Asset Management LLC 2.48% Add +2.2% 90,701 $11.2M
Leonteq Securities AG 1.55% Reduce -38.8% 90,544 $11.2M
Prelude Capital Management, LLC 0.94% Reduce -58.9% 90,369 $11.2M
BTG Pactual Asset Management US LLC 2.79% — 90,140 $11.1M
Elevation Point Wealth Partners, LLC 0.88% Add +7.3% 90,140 $11.1M
Garden State Investment Advisory Services LLC 3.84% Add +2.9% 90,080 $11.1M
Sheets Smith Wealth Management 1.33% Reduce -5.8% 89,954 $11.1M
Vantage Investment Partners, LLC 1.00% Reduce -33.3% 89,660 $11.1M
Liberty Wealth Management LLC 2.03% Add +415.6% 428,397 $11.1M
S.A. Mason LLC 6.28% No change 89,400 $11.0M
NorthStar Asset Management LLC 7.66% Reduce -6.7% 89,392 $11.0M
Curi Capital, LLC 0.26% Reduce -0.6% 89,310 $11.0M
Wayfinding Financial, LLC 6.20% Add +1.2% 89,137 $11.0M
Pure Financial Advisors, LLC 0.31% Add +10.4% 89,035 $11.0M
SeaTown Holdings Pte. Ltd. 7.96% New 89,000 $11.0M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 4.31% No change 89,000 $11.0M
Quadcap Wealth Management, LLC 1.99% Reduce -0.9% 88,980 $11.0M
Tritonpoint Wealth, LLC 1.06% Reduce -14.5% 88,872 $11.0M
Spectrum Wealth Counsel, LLC 1.39% Reduce -1.4% 88,773 $11.0M
OV Management LLC 7.65% Reduce -3.5% 88,670 $11.0M
Morningstar Investment Services LLC 0.12% Add +33.6% 88,327 $11.0M
Vanguard Capital Wealth Advisors 7.40% Add +11.4% 88,351 $10.9M
Nicolet Bankshares Inc. 2.29% Reduce -16.7% 88,205 $10.9M
Renaissance Investment Group LLC 2.36% New 82,655 $10.9M
MinichMacGregor Wealth Management, LLC 2.65% Reduce -12.5% 86,538 $10.8M
CNB Bank 5.18% Add +15.9% 87,151 $10.8M
RDA Financial Network 3.53% Reduce -20.4% 87,100 $10.8M
Cascade Financial Partners, LLC 1.41% Add +2.5% 86,993 $10.7M
Hilltop Holdings Inc. 1.25% Add +4.0% 86,887 $10.7M
Schaper Benz & Wise Investment Counsel Inc. 0.93% Reduce -6.1% 86,540 $10.7M
Continuum Advisory, LLC 1.54% Add +4.5% 86,479 $10.7M
Jeppson Wealth Management, LLC 4.07% Reduce -0.9% 86,387 $10.7M
Roanoke Asset Management Corp./ NY 3.56% Reduce -12.9% 86,335 $10.7M
Harrell Investment Partners, LLC 3.10% Reduce -2.1% 86,332 $10.7M
Citizens & Northern Corp. 3.33% Reduce -0.2% 86,181 $10.6M
Inscription Capital, LLC 1.72% Add +11.5% 86,138 $10.6M
Fundsmith Investment Services LTD. 0.14% New 85,880 $10.6M
Eisler Capital (US) LLC 2.01% Add +86.2% 85,869 $10.6M
MainStreet Investment Advisors LLC 1.30% New 85,749 $10.6M
1ST Source Bank 0.62% Reduce -6.0% 85,609 $10.6M
Mechanics Bank Trust Department 1.51% Reduce -4.6% 85,452 $10.6M
Bradley & Co. Private Wealth Management, LLC 7.80% Add +0.1% 85,340 $10.5M
Sitrin Capital Management LLC 5.60% Reduce -15.2% 85,333 $10.5M
Avantax Planning Partners, Inc. 0.34% Reduce -18.6% 85,318 $10.5M
Angeles Wealth Management, LLC 0.99% Add +6.1% 85,297 $10.5M
City Holding Co. 1.56% Reduce -8.9% 85,269 $10.5M
Marcum Wealth, LLC 1.06% Add +1.2% 85,187 $10.5M
Beacon Financial Group 1.20% Add +5.2% 85,123 $10.5M
StoneCrest Wealth Management, Inc. 8.02% Add +4.4% 85,065 $10.5M
Stratos Investment Management, LLC 0.87% Add +26.3% 85,015 $10.5M
Caxton Associates LP 0.41% Reduce -76.8% 84,957 $10.5M
Canal Capital Management, LLC 1.79% Reduce -15.0% 84,933 $10.5M
Consilium Wealth Advisory, LLC 5.73% Reduce -7.0% 84,924 $10.5M
Lee Danner & Bass Inc. 0.81% — 84,851 $10.5M
Moser Wealth Advisors, LLC 5.70% No change 84,790 $10.5M
Bouvel Investment Partners, LLC 4.05% Reduce -18.4% 84,660 $10.5M
Rockingstone Advisors LLC 5.37% Reduce -0.7% 84,630 $10.5M
McAdam, LLC 0.63% Add +4.5% 84,614 $10.5M
Cannell & Spears LLC 0.22% Reduce -4.6% 84,518 $10.4M
Leo Wealth, LLC 1.06% Reduce -21.4% 84,209 $10.4M
Little House Capital LLC 3.26% Add +7.9% 84,427 $10.4M
Agur Provident & Training Funds Management Ltd. 3.00% Reduce -38.3% 84,350 $10.4M
Alaethes Wealth, LLC 4.30% Reduce -1.4% 84,179 $10.4M
Quotient Wealth Partners, LLC 0.36% Add +7.9% 84,160 $10.4M
CPC Advisors, LLC 1.71% Reduce -7.4% 84,133 $10.4M
Cambridge Financial Group, Inc. 4.67% Reduce -34.0% 84,130 $10.4M
Verde Servicos Internacionais S.A. 4.90% Reduce -53.5% 83,929 $10.4M
Intrua Financial, LLC 1.68% Reduce -32.9% 83,726 $10.3M
Colonial River Investments, LLC 5.57% Add +3.7% 83,702 $10.3M
Bison Wealth, LLC 1.67% Reduce -90.0% 11,387 $10.3M
Ipswich Investment Management Co., Inc. 2.41% Reduce -4.9% 83,224 $10.3M
Walleye Capital LLC 0.12% Reduce -92.0% 83,223 $10.3M
Circle Wealth Management, LLC 0.24% Add +38.2% 83,175 $10.3M
Smithfield Trust Co 0.54% Add +1.6% 83,160 $10.3M
Accurate Wealth Management, LLC 2.46% Add +5.8% 79,779 $10.2M
Concord Asset Management, LLC 2.54% Add +14.5% 82,924 $10.2M
Ardsley Advisory Partners LP 1.85% Add +32.8% 83,000 $10.2M
Douglass Winthrop Advisors, LLC 0.21% Reduce -2.3% 82,822 $10.2M
Regent Peak Wealth Advisors LLC 2.34% Add +3.6% 82,723 $10.2M
Merriman Wealth Management, LLC 0.45% Reduce -9.3% 82,692 $10.2M
ORG Partners LLC 1.27% Add +834.5% 82,240 $10.2M
Aviso Wealth Management 6.05% Reduce -1.7% 82,559 $10.2M
Delta Financial Advisors LLC 3.95% No change 82,484 $10.2M
Bath Savings Trust Co 1.08% Reduce -1.2% 82,409 $10.2M
Dempze Nancy E 6.99% Reduce -6.2% 82,385 $10.2M
IMA Advisory Services, Inc. 4.49% Reduce -0.8% 82,342 $10.2M
Fiducient Advisors LLC 1.40% Reduce -2.4% 82,255 $10.2M
UG Investment Advisers Ltd. 3.47% Reduce -48.1% 82,225 $10.2M
Fox Hill Wealth Management 6.21% Add +18.0% 82,097 $10.1M
Long Run Wealth Advisors, LLC 2.57% Reduce -26.8% 82,094 $10.1M
Delaney Dennis R 5.46% Reduce -5.5% 81,830 $10.1M
Triasima Portfolio Management inc. 0.92% Reduce -5.5% 81,742 $10.1M
Edgestream Partners, L.P. 0.48% Reduce -72.5% 81,499 $10.1M
Allstate Corp. 0.82% Add +1.4% 81,496 $10.1M
Marshall Financial Group, LLC 2.81% Reduce -7.7% 81,461 $10.1M
Ar Asset Management Inc. 2.45% Add +1.1% 81,450 $10.1M
Woodward Diversified Capital, LLC 5.90% Add +90.6% 81,395 $10.1M
Bey-Douglas LLC 9.30% Add +1.3% 78,237 $10.0M
Convergence Financial, LLC 2.65% New 81,221 $10.0M
Visionary Wealth Advisors 0.66% Add +28.4% 81,141 $10.0M
Nan Fung Trinity (hk) Ltd. 2.29% Reduce -38.1% 81,130 $10.0M
Asset Advisors Investment Management, LLC 1.09% Reduce -1.3% 81,110 $10.0M
WESPAC Advisors SoCal, LLC 2.51% Reduce -62.9% 81,026 $10.0M
Appleton Partners Inc. 0.77% Add +73.1% 81,012 $10.0M
Clearstead Trust, LLC 2.48% Add +5.0% 80,852 $10.0M
Signature Estate & Investment Advisors LLC 0.25% Add +79.2% 80,816 $10.0M
Mitchell McLeod Pugh & Williams Inc. 2.27% Add +10.0% 80,666 $10.0M
Entropy Technologies, LP 1.08% New 80,632 $10.0M
Oxler Private Wealth LLC 3.68% Add +1.0% 80,551 $10.0M
Austin Private Wealth, LLC 1.07% Add +6.0% 80,330 $9.9M
Abbot Financial Management, Inc. 5.31% Reduce -8.6% 80,253 $9.9M
Hyman Charles D 0.55% Reduce -0.6% 80,214 $9.9M
Windle Wealth, LLC 6.04% No change 80,172 $9.9M
Financial Insights, Inc. 2.75% Add +3.5% 80,161 $9.9M
Beacon Harbor Wealth Advisors, Inc. 2.58% Reduce -2.6% 80,109 $9.9M
Smith, Moore & Co. 1.02% Add +11.7% 80,093 $9.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.01% Add +2.7% 80,010 $9.9M
MJP Associates Inc. 2.06% Reduce -0.5% 79,987 $9.9M
Wintrust Investments LLC 0.80% Reduce -1.1% 79,929 $9.9M
Lanark Financial, Inc. 0.90% Add +9.1% 79,710 $9.8M
Albar Capital Ltd 1.50% New 79,668 $9.8M
Paces Ferry Wealth Advisors, LLC 5.94% Reduce -1.6% 79,635 $9.8M
Finer Wealth Management, Inc. 6.33% Add +6.2% 79,450 $9.8M
Schnieders Capital Management LLC 2.00% Reduce -0.9% 79,435 $9.8M
Paragon Advisors, LLC 3.58% Add +8.2% 79,371 $9.8M
Resources Management Corp. /CT/ 1.42% Reduce -5.6% 79,050 $9.8M
Pursue Wealth Partners LLC 5.32% Reduce -20.3% 78,960 $9.8M
First Horizon Advisors, Inc. 0.30% Add +12.2% 78,843 $9.7M
Capital Planning Advisors, LLC 1.66% Reduce -4.9% 78,623 $9.7M
Nicollet Investment Management, Inc. 3.62% Reduce -2.5% 78,505 $9.7M
GMO 0.03% Add +2.4% 78,331 $9.7M
IMS Capital Management 4.51% No change 75,924 $9.7M
Rappaport Reiches Capital Management, LLC 2.85% Reduce -5.6% 78,204 $9.7M
Fortem Financial Group, LLC 4.15% Add +9.3% 78,175 $9.7M
Pegasus Asset Management, Inc. 3.00% Reduce -0.8% 78,095 $9.6M
Hayek Kallen Investment Management 3.60% Reduce -0.3% 78,082 $9.6M
Ransom Advisory, Ltd 4.81% Add +11.3% 77,700 $9.6M
HHLR Advisors, LTD. 0.24% Reduce -42.9% 77,700 $9.6M
Alps Advisors Inc. 0.07% Reduce -5.5% 77,680 $9.6M
Fernwood Investment Management, LLC 2.98% Reduce -4.1% 77,620 $9.6M
Sonora Investment Management Group, LLC 0.76% Reduce -90.0% 10,590 $9.6M
Sawyer & Company, Inc 3.80% Add +0.1% 77,442 $9.6M
Waterloo Capital, L.P. 1.15% Add +19.5% 77,316 $9.6M
Revolve Wealth Partners, LLC 1.57% Reduce -0.4% 77,212 $9.5M
Greenfield Seitz Capital Management, LLC 3.53% Reduce -0.4% 77,209 $9.5M
Heartland Bank & Trust Co 5.39% Reduce -2.5% 76,959 $9.5M
TRUE Private Wealth Advisors 1.08% Reduce -7.2% 76,887 $9.5M
K.J. Harrison & Partners Inc 1.56% Reduce -7.2% 76,850 $9.5M
United Bank 4.74% Reduce -6.3% 76,816 $9.5M
Abundance Wealth Counselors 4.36% Add +1.4% 76,701 $9.5M
Hilltop National Bank 3.05% Add +0.8% 76,700 $9.5M
Private Harbour Investment Management & Counsel, LLC 9.95% Reduce -4.8% 76,591 $9.5M
Warther Private Wealth, LLC 3.70% Reduce -4.4% 76,468 $9.4M
Zhang Financial LLC 0.66% Add +4.9% 76,440 $9.4M
Spinnaker Trust 0.60% Reduce -14.2% 76,420 $9.4M
Resolute Wealth Strategies, LLC 5.43% Add +1.9% 76,236 $9.4M
Lazari Capital Management, Inc. 4.24% Add +5.8% 76,181 $9.4M
Compass Ion Advisors, LLC 1.34% Reduce -90.0% 10,410 $9.4M
DGS Capital Management, LLC 2.64% Add +0.4% 76,009 $9.4M
Harbor Investment Advisory, LLC 0.98% Add +12.8% 75,903 $9.4M
Wealth Alliance Advisory Group, LLC 2.11% Reduce -8.6% 75,669 $9.3M
Embree Financial Group 1.80% Add +26.6% 75,600 $9.3M
Oakworth Capital, Inc. 0.68% Add +3.3% 75,578 $9.3M
First Business Financial Services, Inc. 0.99% Add +9.8% 75,543 $9.3M
WealthShield Partners, LLC 1.42% Add +0.7% 75,431 $9.3M
Pinnbrook Capital Management LP 2.81% Reduce -71.5% 75,420 $9.3M
Platform Technology Partners 3.20% — 75,224 $9.3M
Oak Harvest Investment Services 1.47% Add +2.9% 75,221 $9.3M
Eagle Strategies LLC 1.78% Add +325.8% 75,144 $9.3M
Wesbanco Bank Inc. 0.35% Reduce -2.4% 75,041 $9.3M
Trivant Custom Portfolio Group, LLC 5.68% Reduce -0.9% 74,830 $9.2M
Iowa State Bank 2.04% Add +8.7% 74,676 $9.2M
Clarity Capital Partners LLC 5.65% Add +6.1% 74,654 $9.2M
Wealth Alliance, LLC 1.19% Reduce -1.9% 74,591 $9.2M
Brandywine Oak Private Wealth LLC 0.95% Reduce -0.4% 74,503 $9.2M
Journey Advisory Group, LLC 1.10% Reduce -5.5% 74,424 $9.2M
Providence Capital Advisors, LLC 2.00% Reduce -13.2% 74,248 $9.2M
Rollins Financial Advisors, LLC 1.57% Reduce -3.1% 74,008 $9.1M
Drive Wealth Management, LLC 2.47% Add +2.5% 73,986 $9.1M
Journey Strategic Wealth LLC 0.39% Add +5.2% 73,860 $9.1M
NBT Bank, N.A. 0.65% Add +8.4% 73,757 $9.1M
Jmac Enterprises LLC 1.60% Add +0.1% 73,699 $9.1M
Wrapmanager Inc. 2.51% Add +8.5% 73,530 $9.1M
Waters Parkerson & Co., LLC 0.48% Add +3.8% 73,210 $9.0M
Kowal Investment Group, LLC 1.80% Add +6.2% 73,071 $9.0M
Blue Investment Partners LLC 4.09% Add +160.7% 72,960 $9.0M
Anchor Investment Management, LLC 0.93% Add +18.8% 72,927 $9.0M
Ewa, LLC 3.73% Add +4.8% 73,443 $9.0M
Trek Financial, LLC 0.71% Reduce -6.4% 72,724 $9.0M
Sterling Investment Advisors, Ltd. 2.43% Add +3.1% 72,643 $9.0M
Investment Research & Advisory Group, Inc. 3.98% Reduce -0.5% 72,614 $9.0M
Gilbert & Cook, Inc. 1.31% Reduce -8.5% 72,566 $9.0M
Axiom Advisory, LLC 0.10% New 26,582 $8.9M
Tyche Wealth Partners LLC 2.17% Reduce -11.2% 72,150 $8.9M
CastleKnight Management LP 1.25% Reduce -2.1% 72,100 $8.9M
Farmers & Merchants Investments Inc. 0.30% Reduce -0.1% 71,993 $8.9M
Bank Ozk 3.85% Reduce -1.3% 71,976 $8.9M
SevenBridge Financial Group, LLC 1.97% Reduce -1.8% 85,225 $8.9M
Newman Dignan & Sheerar, Inc. 2.29% Reduce -2.5% 71,912 $8.9M
Colonial Trust Co / SC 1.56% Reduce -3.9% 71,885 $8.9M
Northstar Advisory Group, LLC 5.09% Reduce -9.6% 71,669 $8.9M
Tempus Wealth Planning, LLC 3.69% Add +1.3% 71,496 $8.8M
Emerald Advisers, LLC 0.37% Reduce -6.3% 71,410 $8.8M
Millennium Capital Advisors, LLC 5.87% Add +3.6% 71,407 $8.8M
NWF Advisory Services Inc. 1.40% Add +41.8% 71,255 $8.8M
Revere Asset Management, Inc 8.75% Reduce -16.8% 71,170 $8.8M
GC Wealth Management RIA, LLC 1.74% Reduce -10.9% 71,144 $8.8M
World Investment Advisors 0.55% Add +477.3% 71,060 $8.8M
TFB Advisors LLC 2.86% Add +9.3% 71,042 $8.8M
Eagle Bluffs Wealth Management LLC 5.09% Add +1.5% 70,875 $8.8M
RPg Family Wealth Advisory, LLC 2.88% Add +9.8% 70,771 $8.7M
Nadler Financial Group, Inc. 1.03% Add +8.4% 70,738 $8.7M
Counterweight Ventures, LLC 6.59% Add +2.6% 70,684 $8.7M
Mitchell Sinkler & Starr 2.24% Add +8.1% 71,665 $8.7M
US Asset Management LLC 7.88% Reduce -3.4% 70,587 $8.7M
Intellectus Partners, LLC 2.39% Reduce -9.1% 70,534 $8.7M
Stony Point Capital LLC 2.24% New 70,511 $8.7M
Sivia Capital Partners, LLC 5.82% Add +6.7% 70,448 $8.7M
Guerra Pan Advisors, LLC 7.28% Add +1.0% 70,410 $8.7M
Ashton Thomas Securities, LLC 2.10% — 66,162 $8.7M
Silver Oak Securities, Incorporated 1.30% Add +11.9% 70,286 $8.7M
Cardiff Park Advisors, LLC 0.84% Add +1.3% 70,254 $8.7M
Mine & Arao Wealth Creation & Management, LLC. 4.22% Reduce -7.8% 70,123 $8.7M
CKW Financial Group 1.10% Reduce -6.2% 69,611 $8.7M
Verdence Capital Advisors LLC 0.77% Add +2.1% 70,006 $8.6M
Miura Global Management, LLC 8.43% Reduce -12.5% 70,000 $8.6M
Fiduciary Financial Group, LLC 2.09% — 68,437 $8.6M
Bragg Financial Advisors, Inc 0.39% Add +6.5% 69,847 $8.6M
Viewpoint Capital Management LLC 5.28% Reduce -1.2% 69,814 $8.6M
Provenance Wealth Advisors, LLC 1.20% Reduce -1.5% 69,633 $8.6M
Ausdal Financial Partners, Inc. 0.92% Add +18.4% 69,621 $8.6M
Guinness Atkinson Asset Management Inc 4.20% Reduce -37.3% 69,506 $8.6M
Sage Capital Management, LLC 4.51% Add +7.0% 69,432 $8.6M
LVW Advisors, LLC 1.26% Add +15.9% 69,354 $8.6M
Smith Anglin Financial, LLC 0.87% Reduce -1.2% 69,289 $8.6M
Ayalon Insurance Comp Ltd. 2.82% Reduce -3.1% 69,281 $8.6M
MBL Wealth, LLC 0.96% Add +2.5% 69,277 $8.6M
OneAscent Financial Services LLC 1.19% Add +16.9% 69,208 $8.6M
Beacon Capital Management, LLC 1.57% Add +10.7% 69,111 $8.5M
Alta Advisers Ltd 4.11% Add +1.6% 69,100 $8.5M
Garrison Point Advisors, LLC 5.63% Reduce -11.9% 69,090 $8.5M
Diversify Wealth Management, LLC 1.06% — 84,783 $8.5M
Patton Fund Management, Inc. 1.80% Reduce -12.8% 68,905 $8.5M
Money Concepts Capital Corp. 0.71% Add +55.4% 68,840 $8.5M
Accredited Investors Inc. 0.53% Add +6.2% 68,835 $8.5M
Northwest Bank & Trust Co 7.08% Reduce -3.3% 68,643 $8.5M
LRI Investments, LLC 0.96% Add +133.8% 68,592 $8.5M
Chesapeake Wealth Management 3.07% Reduce -18.4% 68,540 $8.5M
Synergy Financial Group, LTD 8.86% Add +2.3% 68,472 $8.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 2.64% New 68,375 $8.4M
Paradigm Asset Management Co. LLC 2.36% Add +32.8% 68,370 $8.4M
TFG Advisers LLC 3.28% Reduce -4.1% 68,344 $8.4M
Wimmer Associates 1, LLC 4.32% Reduce -0.6% 68,190 $8.4M
Cromwell Holdings LLC 5.04% — 68,160 $8.4M
Citizens National Bank Trust Department 1.87% Add +168.0% 68,065 $8.4M
Game Plan Financial Advisors, LLC 4.63% No change 67,980 $8.4M
Alta Wealth Advisors LLC 4.17% Add +1.3% 67,654 $8.4M
Heritage Wealth Advisors 0.38% No change 67,650 $8.4M
Howard Financial Services, LTD. 1.37% Reduce -22.7% 67,618 $8.4M
Capital Analysts, LLC 0.37% Add +5.9% 67,570 $8.3M
Oarsman Capital, Inc. 1.84% Reduce -2.4% 67,570 $8.3M
Triton Wealth Management, PLLC 4.86% Add +18.9% 67,904 $8.3M
Beaton Management Co. Inc. 4.47% Reduce -1.1% 67,310 $8.3M
Slagle Financial, LLC 4.26% Add +2.7% 67,279 $8.3M
Flynn Zito Capital Management, LLC 4.25% Add +11.1% 67,272 $8.3M
Canandaigua National Bank & Trust Co. 0.90% Reduce -6.0% 67,265 $8.3M
Weaver Capital Management LLC 2.67% Add +3.1% 67,029 $8.3M
Intact Investment Management Inc. 0.31% Reduce -9.5% 67,000 $8.3M
Field & Main Bank 3.09% Reduce -2.3% 66,740 $8.2M
Argent Capital Management LLC 0.24% No change 66,650 $8.2M
Benchmark Financial Wealth Advisors, LLC 3.05% Add +1.0% 66,562 $8.2M
Owen LaRue, LLC 5.08% Add +9.5% 66,499 $8.2M
Bryn Mawr Trust Advisors, LLC 0.45% Add +4.5% 66,378 $8.2M
Hoxton Planning & Management, LLC 3.80% Add +2.2% 66,182 $8.2M
Heritage Trust Co 1.08% Add +68.9% 66,158 $8.2M
BSW Wealth Partners 1.34% Add +0.4% 66,104 $8.2M
Cornerstone Enterprises, LLC 5.42% Add +7.0% 66,061 $8.2M
West Family Investments, Inc. 2.45% Add +0.7% 66,043 $8.2M
Turtle Creek Wealth Advisors, LLC 1.89% Reduce -0.2% 66,024 $8.2M
Nvwm, LLC 2.17% Add +0.9% 66,014 $8.2M
McDonough Capital Management, Inc 5.93% Add +19.6% 65,982 $8.2M
Annis Gardner Whiting Capital Advisors, LLC 2.32% Reduce -1.7% 65,939 $8.1M
Guild Investment Management, Inc. 9.30% Reduce -5.3% 65,880 $8.1M
Strait & Sound Wealth Management LLC 4.15% Add +2.6% 65,866 $8.1M
DeDora Capital, Inc. 2.50% Reduce -5.1% 65,760 $8.1M
Strategic Wealth Partners, Ltd. 0.85% Add +24.4% 65,663 $8.1M
Commonwealth Financial Services, LLC 1.66% Add +0.2% 63,148 $8.1M
Wellington Shields & Co., LLC 2.64% Reduce -4.5% 65,510 $8.1M
Allen Capital Group, LLC 1.14% Reduce -2.7% 65,384 $8.1M
Addenda Capital Inc. 0.32% Reduce -26.5% 65,129 $8.0M
West Michigan Advisors, LLC 2.56% Add +3.0% 65,068 $8.0M
Viking Fund Management LLC 1.44% Reduce -7.1% 65,000 $8.0M
Barlow Wealth Partners, LLC 1.11% Add +2.1% 70,250 $8.0M
Tiemann Investment Advisors, LLC 3.57% Reduce -4.5% 64,890 $8.0M
CYBER HORNET ETFs LLC 8.70% Add +1.0% 64,690 $8.0M
Napean Trading & Investment Co (Singapore) PTE Ltd 1.90% Add +38.8% 64,565 $8.0M
Resonant Capital Advisors, LLC 0.64% Add +9.9% 64,285 $7.9M
Parametrica Management Ltd 10.51% Reduce -25.2% 64,277 $7.9M
Summit Place Financial Advisors, LLC 4.69% Reduce -17.1% 64,250 $7.9M
Archford Capital Strategies, LLC 1.28% Add +4.4% 63,934 $7.9M
Financial Management Network Inc. 1.89% Reduce -11.9% 62,713 $7.9M
Crown Wealth Group, LLC 3.93% Add +77.8% 63,750 $7.9M
Argus Investors' Counsel, Inc. 4.84% Reduce -13.7% 63,747 $7.9M
Successful Portfolios LLC 5.50% Reduce -27.3% 63,692 $7.9M
Ranch Capital Advisors Inc. 4.11% Reduce -3.5% 63,637 $7.9M
Mayflower Financial Advisors, LLC 1.29% Add +1.3% 63,582 $7.9M
MGB Wealth Management, LLC 2.94% Reduce -1.1% 61,000 $7.9M
Harfst & Associates, Inc. 1.83% Reduce -3.1% 63,497 $7.8M
Adams Wealth Management 1.80% Reduce -1.8% 63,140 $7.8M
CacheTech Inc. 1.80% — 63,140 $7.8M
CGN Advisors LLC 0.91% Add +17.2% 62,949 $7.8M
Edge Capital Group, LLC 0.38% No change 62,895 $7.8M
Watershed Private Wealth LLC 3.30% Reduce -1.5% 62,710 $7.7M
Channel Wealth LLC 2.80% Add +6.3% 62,648 $7.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.17% New 62,647 $7.7M
Robbins Farley 4.10% Reduce -6.5% 62,461 $7.7M
Miller Wealth Advisors, LLC 4.16% Add +195.6% 62,251 $7.7M
OPTIMAS CAPITAL Ltd 8.72% Reduce -90.9% 11,047 $7.7M
Shaker Investments LLC 3.33% Add +33.5% 62,068 $7.7M
Dohj, LLC 1.91% Reduce -10.5% 61,814 $7.6M
B & T Capital Management DBA Alpha Capital Management 1.49% Add +35.1% 61,775 $7.6M
Blossom Wealth Management 16.61% Add +0.4% 61,745 $7.6M
Fairscale Capital, LLC 6.77% — 60,321 $7.6M
Cabot Wealth Management Inc. 1.00% Reduce -0.5% 61,693 $7.6M
Clifford Swan Investment Counsel LLC 0.28% Add +1.8% 61,528 $7.6M
One Wealth Management Investment & Advisory Services, LLC 3.03% Add +0.7% 61,517 $7.6M
Confluence Wealth Services, Inc. 0.60% Add +2.6% 61,415 $7.6M
Ascent Wealth Partners, LLC 1.11% Add +2.9% 61,392 $7.6M
Patriot Investment Management Group, Inc. 0.59% Reduce -15.0% 61,327 $7.6M
Benson Investment Management Company, Inc. 3.13% Reduce -27.6% 61,260 $7.6M
Viawealth, LLC 4.69% Reduce -7.0% 61,167 $7.6M
Kesler, Norman & Wride, LLC 1.60% Add +11.3% 60,968 $7.5M
Romano Brothers and Company 1.04% Reduce -0.6% 60,954 $7.5M
Wolff Wiese Magana LLC 5.99% Reduce -0.6% 60,946 $7.5M
Arlington Capital Management, Inc. 6.52% Add +6.5% 60,806 $7.5M
LCM Capital Management Inc 4.68% Add +4.5% 60,707 $7.5M
Tsfg, LLC 1.75% Add +11.9% 60,626 $7.5M
Chickasaw Capital Management LLC 0.33% Add +0.6% 60,576 $7.5M
Diversified, LLC 0.88% Add +34.5% 60,521 $7.5M
Harvest Investment Services, LLC 2.96% Reduce -34.2% 60,463 $7.5M
Community Bank, N.A. 0.98% Reduce -0.5% 60,420 $7.5M
TrueMark Investments, LLC 2.55% No change 60,418 $7.5M
Cottage Street Advisors LLC 4.40% Reduce -6.1% 60,296 $7.4M
Relyea Zuckerberg Hanson LLC 1.25% Add +7.5% 60,167 $7.4M
Savvy Advisors, Inc. 2.42% Add +69.2% 60,154 $7.4M
RBF Capital, LLC 0.43% No change 60,000 $7.4M
S&co Inc. 0.52% Add +2.0% 59,970 $7.4M
Eads & Heald Wealth Management 3.57% Reduce -2.7% 59,864 $7.4M
Prosperitas Financial LLC 4.50% Reduce -21.3% 59,807 $7.4M
Freedom Day Solutions, LLC 2.49% Reduce -13.9% 59,571 $7.4M
FWG Holdings, LLC 3.69% Add +11.6% 59,968 $7.4M
Joel Isaacson & Co., LLC 0.39% Add +1.6% 59,486 $7.3M
Hixon Zuercher, LLC 3.09% Reduce -24.0% 59,367 $7.3M
Westmount Partners, LLC 2.42% Reduce -4.2% 58,949 $7.3M
AMJ Financial Wealth Management 2.28% Reduce -0.1% 59,300 $7.3M
Onyx Bridge Wealth Group LLC 1.20% Add +3.1% 59,249 $7.3M
Nicholas Hoffman & Company, LLC. 0.34% Add +7.2% 59,229 $7.3M
Schmidt P J Investment Management Inc. 1.34% Reduce -0.5% 59,214 $7.3M
Shepherd Financial Partners LLC 0.94% Reduce -5.0% 59,102 $7.3M
Legacy Capital Wealth Partners, LLC 1.86% New 57,885 $7.3M
Stansberry Asset Management, LLC 1.02% Add +5.7% 58,937 $7.3M
Arlington Trust Co LLC 1.72% Reduce -5.4% 58,930 $7.3M
MCF Advisors LLC 0.55% Add +1.4% 58,893 $7.3M
GFG Capital, LLC 1.98% Reduce -2.6% 58,882 $7.3M
Evernest Financial Advisors, LLC 3.26% Reduce -56.1% 58,840 $7.3M
Bar Harbor Wealth Management 0.48% Add +3.8% 58,720 $7.3M
Ramirez Asset Management, Inc. 1.47% Reduce -10.3% 58,592 $7.2M
Destination Wealth Management 0.24% Reduce -53.6% 58,592 $7.2M
Hexagon Capital Partners LLC 1.57% Reduce -0.2% 58,472 $7.2M
Patron Partners, LLC 4.25% Add +4.8% 58,468 $7.2M
BigSur Wealth Management LLC 2.21% Reduce -5.3% 58,444 $7.2M
HMS Capital Management, LLC 3.76% Add +2.8% 58,430 $7.2M
Old Port Advisors 2.14% Add +0.7% 58,021 $7.2M
Meridian Wealth Advisors, LLC 1.28% No change 58,014 $7.2M
First National Bank & Trust Co. of Newtown 1.45% Add +2.0% 57,890 $7.2M
Alley Investment Management Company, LLC 0.98% New 57,887 $7.2M
Outlook Wealth Advisors, LLC 2.23% Reduce -2.9% 57,828 $7.1M
Farmers & Merchants Trust Co of Chambersburg PA 2.88% Reduce -0.5% 57,775 $7.1M
Garde Capital, Inc. 0.50% Add +17.9% 57,772 $7.1M
Portside Wealth Group, LLC 1.36% Add +64.9% 57,705 $7.1M
Fiera Capital Corp 0.02% Reduce -13.2% 57,676 $7.1M
Regatta Capital Group, LLC 1.53% Add +8.8% 57,649 $7.1M
Retirement Planning Co of New England, Inc. 3.87% Reduce -1.4% 57,521 $7.1M
Jupiter Wealth Management LLC 3.76% Add +8.0% 60,627 $7.1M
Everpar Advisors LLC 3.55% Add +22.4% 57,385 $7.1M
Premier Fund Managers Ltd 0.28% Reduce -52.5% 57,122 $7.1M
Summit Asset Management, LLC 0.84% Add +1.6% 57,306 $7.1M
Laidlaw Wealth Management LLC 3.88% Reduce -13.6% 57,130 $7.1M
Essex Bank 1.90% Reduce -6.1% 57,127 $7.1M
Semus Wealth Partners LLC 5.45% Add +5.2% 57,123 $7.1M
Bollard Group LLC 0.20% Add +67.5% 57,095 $7.1M
Wealth Management Associates, Inc. 3.30% Reduce -90.0% 57,022 $7.0M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 4.58% Reduce -13.0% 57,010 $7.0M
Brasada Capital Management, LP 1.25% Reduce -0.6% 55,229 $7.0M
Andrew Hill Investment Advisors, Inc. 5.85% Reduce -16.1% 56,925 $7.0M
Calydon Capital 1.26% Add +2.4% 56,841 $7.0M
Independence Bank of Kentucky 1.86% Add +1.1% 56,815 $7.0M
Stanley-Laman Group, Ltd. 0.93% Add +4.3% 56,808 $7.0M
Range Financial Group LLC 3.58% Add +2.0% 56,784 $7.0M
Consolidated Portfolio Review Corp 1.64% Add +2.3% 56,772 $7.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.91% Reduce -14.7% 56,720 $7.0M
Martin Capital Advisors, LLP 5.25% Reduce -15.0% 56,670 $7.0M
Duff & Phelps Investment Management Co. 0.09% Reduce -65.9% 56,670 $7.0M
M&R Capital Management Inc. 1.67% Add +0.9% 56,668 $7.0M
Libra Wealth LLC 3.03% Add +1.8% 56,646 $7.0M
Privium Fund Management B.V. 1.95% Reduce -5.0% 57,000 $7.0M
Congress Park Capital LLC 2.81% Reduce -0.2% 56,589 $7.0M
Glass Wealth Management Co LLC 4.08% Add +1.3% 56,485 $7.0M
Clarity Wealth Advisors, LLC 2.25% Reduce -0.7% 56,304 $7.0M
Modern Wealth Management, LLC 0.51% Add +34.8% 56,212 $6.9M
Prosperity Consulting Group, LLC 0.94% Add +1.6% 56,197 $6.9M
Cowbird Capital LP 7.97% New 56,140 $6.9M
WP Advisors, LLC 2.21% Reduce -1.0% 56,061 $6.9M
Mirador Capital Partners LP 1.30% Add +8.3% 55,941 $6.9M
Girard Partners LTD. 0.65% Reduce -17.6% 55,815 $6.9M
Opinicus Capital, Inc. 5.82% Reduce -1.6% 55,766 $6.9M
Activest Wealth Management 2.26% Add +892.9% 55,699 $6.9M
Peterson Wealth Management 4.25% Add +46.3% 55,663 $6.9M
SignalPoint Asset Management, LLC 1.83% Reduce -60.1% 55,618 $6.9M
Nia Impact Advisors, LLC 2.46% Add +4.9% 55,518 $6.9M
St. Louis Financial Planners Asset Management, LLC 5.88% New 55,026 $6.8M
Vienna Asset Management LLC 5.66% Add +0.3% 55,335 $6.8M
Lineweaver Wealth Advisors, LLC 1.42% Add +10.2% 55,303 $6.8M
Northcape Capital Pty Ltd 1.01% Reduce -6.6% 55,127 $6.8M
Monetta Financial Services Inc. 5.88% No change 55,000 $6.8M
Great Diamond Partners, LLC 1.60% Reduce -4.1% 54,995 $6.8M
Obsidian Cio, LLC 1.61% Add +21.2% 54,972 $6.8M
Alera Investment Advisors, LLC 0.82% Add +43.4% 54,968 $6.8M
Modus Advisors, LLC 2.40% Add +12.9% 54,947 $6.8M
River Street Advisors LLC 4.20% Add +3.6% 54,795 $6.8M
RAM Investment Partners, LLC 1.96% Add +160.1% 54,760 $6.8M
Court Place Advisors, LLC 2.12% Add +11.3% 54,730 $6.8M
Nikulski Financial, Inc. 2.15% Add +82.3% 54,606 $6.7M
Albion Financial Group 0.51% Add +2.0% 54,585 $6.7M
Capital Advisors Wealth Management, LLC 1.33% Reduce -22.1% 54,553 $6.7M
Prospect Financial Services LLC 5.17% Reduce -7.5% 54,408 $6.7M
FCG Investment Co 5.09% Add +11.9% 54,356 $6.7M
Lederer & Associates Investment Counsel 4.85% Reduce -13.4% 54,275 $6.7M
Invst, LLC 0.74% Add +7.2% 53,922 $6.7M
Trilogy Capital Inc. 0.36% Add +399.6% 54,162 $6.7M
Zega Financial, LLC 2.42% Add +29.4% 54,154 $6.7M
Tower View Wealth Management LLC 3.83% Reduce -11.8% 53,960 $6.7M
Apriem Advisors 0.82% Add +4.7% 53,955 $6.7M
SWS Partners 1.99% Reduce -9.6% 53,938 $6.7M
Neo Ivy Capital Management 1.31% — 53,932 $6.7M
Marathon Trading Investment Management LLC 1.80% Reduce -60.2% 53,890 $6.7M
Great Waters Wealth Management 1.02% Add +2.1% 53,887 $6.7M
Shilanski & Associates, Inc. 2.24% Add +2.4% 53,843 $6.7M
Personal Cfo Solutions, LLC 1.02% Add +4.0% 53,776 $6.6M
Ellsworth Advisors, LLC 1.85% Reduce -0.4% 53,736 $6.6M
Knuff & Co LLC 2.15% Reduce -6.1% 53,660 $6.6M
Carret Asset Management, LLC 0.77% Add +8.9% 53,657 $6.6M
Mattson Financial Services, LLC 2.36% — 53,543 $6.6M
Verde Capital Management 2.09% Reduce -23.7% 53,292 $6.6M
Norway Savings Bank 3.75% Reduce -0.7% 53,210 $6.6M
Family Firm, Inc. 1.47% No change 53,191 $6.6M
Concorde Asset Management, LLC 4.05% Reduce -4.4% 53,163 $6.6M
BlueSky Wealth Advisors, LLC 1.10% New 53,107 $6.6M
Navalign, LLC 2.07% Reduce -4.1% 52,994 $6.5M
Gratus Wealth Advisors, LLC 1.13% Reduce -16.3% 55,484 $6.5M
LexAurum Advisors, LLC 1.61% Add +11.9% 52,963 $6.5M
XML Financial, LLC 0.66% Add +5.0% 52,879 $6.5M
Legacy Bridge, LLC 3.85% Reduce -1.6% 52,870 $6.5M
Herbst Group, LLC 3.97% Reduce -15.5% 52,851 $6.5M
CVA Family Office, LLC 1.17% Add +10.9% 52,826 $6.5M
Baker Tilly Wealth Management, LLC 2.67% Reduce -24.3% 52,825 $6.5M
Paradiem, LLC 1.63% Reduce -8.3% 52,671 $6.5M
Guardian Asset Advisors, LLC 4.78% Add +16.8% 52,656 $6.5M
E&G Advisors, LLC 1.91% Reduce -6.1% 52,640 $6.5M
Kaizen Financial Strategies 4.06% Add +5.0% 62,650 $6.5M
Berkshire Asset Management LLC 0.32% Add +15.3% 52,533 $6.5M
Asahi Life Asset Management Co., LTD. 4.45% Reduce -6.9% 52,390 $6.5M
Highview Capital Management LLC 2.68% Add +23.5% 52,193 $6.4M
Altura Wealth Advisors Inc. 6.34% Add +543.0% 52,149 $6.4M
Cornerstone Advisory, LLC 0.91% Add +45.1% 52,108 $6.4M
Castellan Group 3.05% Reduce -23.6% 51,830 $6.4M
Legacy Wealth Asset Management, LLC 1.80% Reduce -14.1% 51,812 $6.4M
Atlantic Edge Private Wealth Management, LLC 2.14% Reduce -4.1% 51,750 $6.4M
Barden Capital Management, Inc. 6.01% Reduce -0.6% 51,572 $6.4M
Canvas Wealth Advisors, LLC 1.97% Reduce -4.7% 61,393 $6.4M
Allred Capital Management, LLC 2.44% Reduce -6.6% 51,450 $6.4M
Totem Point Management, LLC 9.28% Reduce -55.2% 51,326 $6.3M
Johnson & White Wealth Management, LLC 6.05% Reduce -11.9% 51,263 $6.3M
Summit Securities Group LLC 2.42% New 51,260 $6.3M
Altman Advisors, Inc. 3.59% Add +20.0% 51,158 $6.3M
Prestige Wealth Management Group LLC 1.37% Add +20.5% 51,138 $6.3M
Lebenthal Global Advisors, LLC 1.38% Reduce -5.4% 51,121 $6.3M
Selkirk Management LLC 2.95% No change 51,000 $6.3M
Boston Financial Mangement LLC 0.20% Add +5.8% 50,976 $6.3M
United American Securities Inc. (d/b/a UAS Asset Management) 1.51% New 50,943 $6.3M
Woodard & Co. Asset Management Group Inc. 1.57% Reduce -0.2% 50,900 $6.3M
Marco Investment Management LLC 0.58% Reduce -6.2% 50,872 $6.3M
NovaPoint Capital, LLC 2.13% Add +1.6% 50,809 $6.3M
FWL Investment Management, LLC 3.16% Add +207.3% 50,789 $6.3M
Fort Pitt Capital Group, LLC 0.19% Add +1.7% 50,745 $6.3M
Bank of New Hampshire 1.63% Add +12.0% 50,725 $6.3M
Private Portfolio Partners LLC 5.10% Add +2.5% 50,723 $6.3M
Capital Insight Partners, LLC 1.18% Add +62.5% 50,718 $6.3M
LifeSteps Financial, Inc. 5.17% Add +9.0% 50,703 $6.3M
Certified Advisory Corp 0.79% Add +11.1% 50,624 $6.3M
Smith Group Asset Management, LLC 0.55% Reduce -88.5% 50,520 $6.2M
Creative Financial Designs Inc. 0.56% Add +1.8% 50,511 $6.2M
Evanson Asset Management, LLC 0.46% Add +5.2% 50,485 $6.2M
Cantor Fitzgerald, L. P. 1.26% New 50,152 $6.2M
First National Bank of Hutchinson 3.96% Reduce -0.9% 50,144 $6.2M
Boston Family Office LLC 0.45% Reduce -1.1% 50,090 $6.2M
Pinnacle Family Advisors, LLC 3.42% Reduce -6.4% 50,086 $6.2M
SJS Investment Consulting Inc. 1.20% Reduce -18.6% 49,980 $6.2M
Dantai Capital Ltd 6.95% Reduce -41.5% 49,980 $6.2M
Davidson Kempner Capital Management LP 0.14% New 50,000 $6.2M
Graphene Investments SAS 3.87% Add +46.8% 49,900 $6.2M
First Bank & Trust 1.25% Reduce -22.8% 49,767 $6.1M
Pacific Wealth Strategies Group, Inc. 5.08% Reduce -26.1% 49,614 $6.1M
Pinnacle Wealth Management, LLC 7.66% Add +1.9% 49,557 $6.1M
NewSquare Capital LLC 0.52% Add +7158.8% 49,360 $6.1M
Royal Capital Wealth Management, LLC 4.58% Add +24.0% 49,181 $6.1M
Valley National Advisers Inc. 0.90% Add +5.2% 49,171 $6.1M
Clare Market Investments LLC 1.69% Add +33.3% 48,945 $6.0M
Lakeridge Wealth Management LLC 3.63% Add +0.7% 48,923 $6.0M
Constitution Capital LLC 3.18% Add +39.3% 48,840 $6.0M
Prosperity Financial Group, Inc. 3.80% Add +11.7% 48,740 $6.0M
Canopy Partners, LLC 2.80% Add +1.7% 48,727 $6.0M
American National Bank & Trust 0.75% Reduce -6.9% 48,663 $6.0M
Fort Point Capital Partners LLC 0.77% Add +8.8% 48,639 $6.0M
Elk River Wealth Management LLC 1.18% Add +1554.2% 48,633 $6.0M
Atom Investors LP 0.60% Reduce -7.8% 48,598 $6.0M
1776 Wealth LLC 2.70% No change 48,580 $6.0M
TCI Wealth Advisors, Inc. 0.57% Add +16.0% 48,506 $6.0M
White Knight Strategic Wealth Advisors, LLC 5.97% Add +0.4% 48,470 $6.0M
Hohimer Wealth Management, LLC 1.39% Add +26.6% 48,700 $6.0M
Willner & Heller, LLC 5.72% Reduce -7.2% 48,325 $6.0M
Strengthening Families & Communities, LLC 1.71% Add +18.2% 48,222 $6.0M
Hartford Financial Management Inc. 1.27% Add +0.3% 48,105 $5.9M
Cooper/Haims Advisors, LLC 3.33% Reduce -4.2% 48,071 $5.9M
GS Investments, Inc. 2.80% Reduce -16.0% 48,030 $5.9M
Cable Hill Partners, LLC 0.64% New 48,022 $5.9M
Sowa Financial Group, Inc. 4.49% New 47,992 $5.9M
Acropolis Investment Management, LLC 0.37% Add +50.7% 47,795 $5.9M
Washburn Capital Management, Inc. 4.19% Reduce -10.0% 47,524 $5.9M
Farrow Financial, Inc. 3.96% Add +0.5% 47,072 $5.8M
Kennedy Investment Group, Inc. 2.94% Add +16.0% 47,033 $5.8M
NORTHSTAR ASSET MANAGEMENT Co 1.41% Add +0.2% 47,025 $5.8M
Invera Wealth Advisors, LLC 5.95% Reduce -6.6% 45,534 $5.8M
Alexander Labrunerie & Co., Inc. 3.16% Add +25.9% 46,916 $5.8M
Truvestments Capital LLC 2.31% Add +0.5% 46,853 $5.8M
Stonebrook Private Inc. 1.66% Add +7.5% 46,829 $5.8M
Financial Enhancement Group LLC 0.93% Add +0.7% 52,972 $5.8M
Vicus Capital 0.52% Reduce -34.0% 46,806 $5.8M
Acorns Advisers, LLC 0.06% Add +47.4% 46,735 $5.8M
Roberts Capital Advisors, LLC 5.54% Reduce -90.0% 6,388 $5.8M
Fielder Capital Group LLC 2.21% Add +1.1% 46,527 $5.7M
Aletheian Wealth Advisors LLC 3.03% Reduce -9.9% 46,506 $5.7M
Spreng Capital Management, Inc. 2.98% Reduce -5.7% 46,490 $5.7M
Plancorp, LLC 0.25% Reduce -17.0% 46,366 $5.7M
WealthPlan Investment Management, LLC 0.87% Add +59.0% 46,332 $5.7M
BOS Asset Management, LLC 2.65% Add +0.2% 46,291 $5.7M
Gladius Capital Management LP 5.67% Add +53.3% 45,985 $5.7M
Eos Management, L.P. 2.22% No change 45,900 $5.7M
Cynosure Group, LLC 0.91% Add +39.5% 45,900 $5.7M
Cladis Investment Advisory, LLC 4.11% Add +0.2% 45,890 $5.7M
McDonald Partners LLC 1.52% Add +29.6% 45,869 $5.7M
Sandbox Financial Partners, LLC 2.17% Add +10.0% 45,853 $5.7M
Sunpointe, LLC 3.68% Add +4.1% 45,826 $5.7M
Cloverfields Capital Group, LP 1.91% Reduce -25.1% 45,765 $5.7M
Arax Advisory Partners 0.55% Add +99.5% 45,755 $5.7M
KADENSA CAPITAL Ltd 1.33% Reduce -53.4% 45,707 $5.6M
Pettee Investors, Inc. 2.72% Reduce -9.2% 45,650 $5.6M
Leeward Financial Partners, LLC 2.29% Add +0.5% 45,633 $5.6M
Sovereign Financial Group, Inc. 1.40% Reduce -13.5% 45,598 $5.6M
ERn Financial, LLC 0.93% Add +1.7% 45,589 $5.6M
Moss Adams Wealth Advisors LLC 0.78% Add +28.2% 45,588 $5.6M
Kintra Wealth, LLC 3.99% Add +11.5% 45,553 $5.6M
VCI Wealth Management LLC 2.78% Add +86.5% 45,475 $5.6M
Stonebridge Capital Management Inc. 2.39% Add +3.1% 45,370 $5.6M
Corundum Group, Inc. 2.19% Add +105.9% 45,314 $5.6M
Angeles Investment Advisors, LLC 0.29% Add +62.7% 45,306 $5.6M
Boltwood Capital Management 1.75% Reduce -1.6% 45,275 $5.6M
Vantage Wealth 1.29% No change 45,250 $5.6M
Prosperity Wealth Management, Inc. 2.75% Add +70.9% 45,230 $5.6M
Willis Johnson & Associates, Inc. 0.46% Reduce -5.4% 45,183 $5.6M
Peak Planning Group, LLC 2.74% Add +33.3% 44,890 $5.6M
Bedell Frazier Investment Counselling, LLC 1.34% Reduce -1.1% 45,093 $5.6M
LS Investment Advisors, LLC 0.87% Add +118.1% 45,085 $5.6M
Mill Creek Capital Advisors, LLC 0.14% Add +49.5% 45,001 $5.6M
Maxi Investments CY Ltd 1.25% Add +102.0% 45,000 $5.6M
Old North State Trust, LLC 4.80% Reduce -0.5% 44,987 $5.6M
First Affirmative Financial Network 3.86% Add +4.0% 44,967 $5.6M
Courier Capital LLC 0.44% Add +1.3% 44,962 $5.6M
Granite Harbor Advisors, Inc. 3.60% Reduce -0.4% 44,934 $5.6M
Aveo Capital Partners, LLC 0.63% Reduce -8.9% 44,814 $5.5M
Abacus Wealth Partners, LLC 0.92% Reduce -0.4% 44,735 $5.5M
RPS Advisory Solutions LLC 5.09% — 44,670 $5.5M
WealthBridge Capital Management, LLC 1.82% Add +5.2% 44,629 $5.5M
Capital Advisory Group Advisory Services, LLC 2.35% Reduce -12.6% 44,594 $5.5M
Summerhill Capital Management lnc. 3.90% Reduce -27.2% 44,556 $5.5M
AXS Investments LLC 1.53% Reduce -30.6% 44,554 $5.5M
Westshore Wealth, LLC 2.29% Reduce -8.6% 44,486 $5.5M
Bahl & Gaynor LLC 0.03% Reduce -2.8% 44,470 $5.5M
Ted Buchan & Co 2.94% Reduce -0.8% 44,377 $5.5M
Emprise Bank 3.37% Reduce -1.8% 44,220 $5.5M
Joseph P. Lucia & Associates, LLC 2.80% Add +12.6% 44,218 $5.5M
Faithward Advisors, LLC 0.99% Reduce -1.5% 44,127 $5.5M
RVW Wealth, LLC 0.54% Add +4.2% 44,081 $5.4M
Sittner & Nelson, LLC 2.68% Reduce -0.5% 44,061 $5.4M
Seascape Capital Management 2.03% Add +2.2% 44,040 $5.4M
KG Capital Management 1.88% Add +8.3% 44,011 $5.4M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.81% Reduce -54.6% 44,000 $5.4M
Primoris Wealth Advisors, LLC 4.34% Reduce -9.9% 43,890 $5.4M
Doliver Advisors, LP 1.51% Reduce -20.9% 43,811 $5.4M
Foresight Capital Management Advisors, Inc. 3.65% Reduce -0.7% 43,470 $5.4M
Naples Global Advisors, LLC 0.54% Reduce -3.9% 43,386 $5.4M
Seeds Investor LLC 2.74% Add +11.5% 43,187 $5.3M
Jacobsen Capital Management 2.38% Add +5.3% 43,083 $5.3M
Northwest Investment Counselors, LLC 1.33% Reduce -0.6% 43,014 $5.3M
Artal Group S.A. 0.14% Add +126.3% 43,000 $5.3M
Trail Ridge Investment Advisors, LLC 2.75% Add +2.1% 42,985 $5.3M
Meadow Creek Wealth Advisors LLC 5.02% Add +7.2% 42,974 $5.3M
4J Wealth Management LLC 4.39% Reduce -3.0% 42,933 $5.3M
World Equity Group, Inc. 1.58% Reduce -5.6% 42,925 $5.3M
Hardy Reed LLC 0.53% New 42,904 $5.3M
Victory Financial Group, LLC 2.48% Add +504.9% 42,884 $5.3M
Shariaportfolio, Inc. 2.85% Reduce -15.5% 42,802 $5.3M
X-Square Capital, LLC 1.91% Add +0.5% 42,751 $5.3M
Triton Financial Group Inc 3.70% Reduce -12.5% 42,742 $5.3M
Westhampton Capital, LLC 2.86% Reduce -4.2% 42,690 $5.3M
Demars Financial Group, LLC 2.53% Add +2.4% 42,663 $5.3M
Debussy Capital Management LP 1.50% Add +10.3% 42,639 $5.3M
Aire Advisors, LLC 1.20% Add +5.9% 42,632 $5.3M
Auxano Advisors, LLC 1.45% Add +28.0% 42,593 $5.3M
Terra Nova Asset Management LLC 4.14% Reduce -25.1% 42,514 $5.3M
Petra Financial Advisors Inc. 3.78% Reduce -3.4% 42,508 $5.3M
Plante Moran Financial Advisors, LLC 0.52% Reduce -3.2% 42,479 $5.2M
Capstone Financial Advisors, Inc. 0.35% Reduce -10.2% 42,455 $5.2M
McAlister, Sweet & Associates, Inc. 3.77% Add +197.8% 42,436 $5.2M
Harbour Capital Advisors, LLC 1.24% Add +8.7% 42,170 $5.2M
Sweet Financial Partners, LLC 1.20% Add +14.8% 42,394 $5.2M
Marvin & Palmer Associates Inc. 5.07% Reduce -11.7% 50,882 $5.2M
Kessler Investment Group, LLC 2.80% Reduce -0.7% 41,984 $5.2M
Janiczek Wealth Management, LLC 1.08% Reduce -0.9% 41,872 $5.2M
Fiduciary Group, LLC 0.56% Add +2.0% 41,834 $5.2M
First County Bank 2.65% Reduce -2.5% 41,671 $5.1M
Rowlandmiller & Partners.adv 1.12% Reduce -0.5% 41,650 $5.1M
Donaldson Capital Management, LLC 0.22% Add +1.6% 41,603 $5.1M
Tobam 0.80% Reduce -8.9% 41,489 $5.1M
KPP Advisory Services LLC 1.36% Add +72.5% 41,315 $5.1M
Kathmere Capital Management, LLC 0.54% Add +22.8% 41,252 $5.1M
Northside Capital Management, LLC 0.88% Add +0.6% 41,220 $5.1M
Lantz Financial LLC 1.58% Reduce -6.7% 41,188 $5.1M
Twin Peaks Wealth Advisors, LLC 2.54% Reduce -0.7% 41,180 $5.1M
KKM Financial LLC 2.40% Add +66.7% 41,250 $5.1M
Wellington Shields Capital Management, LLC 0.92% Add +7.5% 41,030 $5.1M
Engineers Gate Manager LP 0.11% Add +15.9% 41,003 $5.1M
Financial Perspectives, Inc 1.87% Add +0.2% 40,967 $5.1M
FSM Wealth Advisors, LLC 1.69% Add +1.5% 40,822 $5.0M
Walkner Condon Financial Advisors LLC 1.09% Reduce -17.2% 40,551 $5.0M
Western Pacific Wealth Management, LP 3.81% Add +0.7% 40,747 $5.0M
Stephens Consulting, LLC 1.43% Add +8.5% 40,710 $5.0M
Five Oceans Advisors 2.62% Add +28.9% 40,481 $5.0M
Physician Wealth Advisors, Inc. 0.92% Add +15.4% 39,543 $5.0M
Milestone Asset Management, LLC 1.25% Reduce -2.6% 40,426 $5.0M
Curtis Advisory Group, LLC 1.76% Reduce -11.3% 40,420 $5.0M
Barings LLC 0.12% Reduce -27.1% 40,240 $5.0M
Guardian Capital LP 0.19% Reduce -26.3% 40,168 $5.0M
Voya Financial Advisors, Inc. 0.56% Reduce -16.8% 39,932 $5.0M
Delta Financial Group, Inc. 2.07% Add +5.5% 40,043 $4.9M
Invenio Wealth Partners LLC 2.45% Add +1.0% 40,010 $4.9M
Polar Asset Management Partners Inc. 0.19% Reduce -86.3% 40,000 $4.9M
Blackstone Inc. 0.02% New 40,000 $4.9M
CAP Partners, LLC 4.00% Reduce -0.7% 39,853 $4.9M
Mizuho Securities Co. Ltd. 11.44% Add +237.7% 39,850 $4.9M
Scharf Investments, LLC 0.14% No change 39,824 $4.9M
Sargent Investment Group, LLC 1.00% Add +30.6% 39,705 $4.9M
Cornercap Investment Counsel Inc. 0.80% Add +0.3% 39,688 $4.9M
Winthrop Capital Management, LLC 2.45% New 39,607 $4.9M
Pine Harbor Wealth Management, LLC 2.88% Add +1.2% 39,580 $4.9M
National Wealth Management Group, LLC 3.72% Add +29.2% 39,574 $4.9M
New Century Financial Group, LLC 2.08% Add +34.9% 39,567 $4.9M
Toth Financial Advisory Corp. 0.62% Reduce -22.1% 39,539 $4.9M
Telos Capital Management, Inc. 0.54% Reduce -4.6% 39,503 $4.9M
First Commonwealth Financial Corp 1.26% Add +8.7% 39,499 $4.9M
D'Orazio & Associates, Inc. 0.75% Add +13.4% 39,324 $4.9M
Nabity-Jensen Investment Management Inc 3.97% Reduce -1.8% 39,300 $4.9M
Riverpark Capital Management LLC 6.41% Add +2.0% 39,150 $4.8M
Almanack Investment Partners, LLC. 0.81% Reduce -2.0% 39,136 $4.8M
Birch Hill Investment Advisors LLC 0.23% Add +0.2% 39,039 $4.8M
Olistico Wealth, LLC 3.06% Add +7.2% 38,852 $4.8M
Covenant Partners, LLC 1.46% No change 38,850 $4.8M
Oakwell Private Wealth Management, LLC 1.35% Add +1.9% 38,842 $4.8M
Sax Wealth Advisors, LLC 0.46% Add +89.8% 38,813 $4.8M
First Community Trust NA 4.10% No change 38,770 $4.8M
Headinvest, LLC 0.94% Reduce -8.9% 38,690 $4.8M
GSG Advisors LLC 1.69% Add +7.0% 38,420 $4.8M
Financial Partners Group, Inc 0.75% Add +15.1% 38,524 $4.8M
SkyOak Wealth, LLC 1.11% Add +2.7% 38,497 $4.8M
1858 Wealth Management, LLC 3.93% Reduce -16.3% 38,351 $4.7M
Carr Financial Group Corp 1.50% Reduce -2.3% 38,283 $4.7M
Key Client Fiduciary Advisors, LLC 2.38% Add +15.8% 38,199 $4.7M
Total Clarity Wealth Management, Inc. 1.64% Reduce -0.7% 38,191 $4.7M
TruWealth Advisors, LLC 0.31% Add +4.4% 38,135 $4.7M
626 Financial, LLC 2.73% Reduce -6.9% 38,101 $4.7M
Bank Pictet & Cie (asia) Ltd. 1.58% Add +1.7% 38,091 $4.7M
Red Wave Investments LLC 1.74% Reduce -7.4% 38,088 $4.7M
JGP Wealth Management, LLC 0.67% Reduce -0.6% 38,061 $4.7M
Tranquility Partners, LLC 1.81% Reduce -5.4% 38,022 $4.7M
XTX Topco Ltd 0.40% Add +13.9% 38,006 $4.7M
ARS Wealth Advisors Group, LLC 0.61% Add +42.3% 38,004 $4.7M
JBF Capital, Inc. 0.73% Add +11.8% 38,000 $4.7M
Blue Square Asset Management, LLC 2.73% Add +3.6% 37,957 $4.7M
Legacy Financial Strategies, LLC 1.13% Add +8.2% 36,512 $4.7M
Wellspring Financial Advisors, LLC 0.53% Add +9.4% 34,769 $4.7M
Everett Harris & Co. 0.06% Add +1.6% 37,786 $4.7M
Ballast Advisors LLC 1.48% Add +0.3% 37,730 $4.7M
Sawgrass Asset Management LLC 0.50% Add +12.4% 37,705 $4.7M
LCNB Corp. 1.74% Reduce -8.4% 37,680 $4.7M
First City Capital Management, Inc. 2.61% Add +6.9% 37,628 $4.6M
TKG Advisors, LLC 2.52% Reduce -26.9% 37,539 $4.6M
Sykon Capital LLC 1.75% Add +1.1% 37,503 $4.6M
Maytus Capital Management, LLC 1.66% Reduce -77.9% 37,500 $4.6M
Bellecapital International Ltd. 0.99% Reduce -2.5% 37,470 $4.6M
Sound Income Strategies, LLC 0.32% Add +23.6% 37,405 $4.6M
Westside Investment Management, Inc. 1.06% Add +3.6% 37,400 $4.6M
Sequent Planning LLC 1.58% Add +134.8% 37,125 $4.6M
Ironwood Investment Counsel, LLC 0.82% Reduce -2.8% 37,293 $4.6M
City State Bank 1.88% Add +2.6% 37,277 $4.6M
Sustainable Insight Capital Management, LLC 2.31% Reduce -2.6% 37,270 $4.6M
Patten & Patten Inc. 0.32% Reduce -4.5% 37,211 $4.6M
Paragon Private Wealth Management, LLC 2.59% Add +16.6% 37,103 $4.6M
Trust Investment Advisors 2.91% Add +0.9% 37,079 $4.6M
Vectors Research Management, LLC 1.41% Reduce -1.7% 37,060 $4.6M
Silphium Asset Management Ltd 2.19% Reduce -26.9% 37,043 $4.6M
Rockland Trust Co. 0.24% Reduce -2.7% 36,990 $4.6M
Crescent Grove Advisors, LLC 0.50% Add +1.7% 36,986 $4.6M
Copperwynd Financial, LLC 1.49% Reduce -34.3% 39,035 $4.6M
Horizon Wealth Management, LLC 1.09% Add +19.6% 36,974 $4.6M
Aspire Private Capital, LLC 1.17% Add +27.9% 36,833 $4.6M
Candelo Capital Management LP 3.37% Reduce -29.9% 36,800 $4.5M
Bourgeon Capital Management LLC 0.89% Add +11.8% 36,795 $4.5M
Whalen Wealth Management Inc. 3.60% Reduce -18.9% 36,751 $4.5M
Accel Wealth Management 1.82% Add +32.2% 36,706 $4.5M
Symphony Financial Services, Inc. 3.89% — 32,065 $4.5M
Measured Wealth Private Client Group, LLC 1.59% Add +2.5% 36,637 $4.5M
Wealth Dimensions Group, Ltd. 1.29% Reduce -9.6% 36,630 $4.5M
My Legacy Advisors, LLC 1.44% Add +2.8% 36,542 $4.5M
Hillsdale Investment Management Inc. 0.36% Add +1.3% 36,510 $4.5M
Kuhn & Co Investment Counsel 4.05% Reduce -8.1% 36,506 $4.5M
Resurgent Financial Advisors LLC 2.81% Add +1.0% 36,435 $4.5M
Wealth Group, Ltd. 3.23% Add +4.0% 36,421 $4.5M
Midland Wealth Advisors, LLC 0.27% Add +75.1% 36,410 $4.5M
Essex LLC 1.00% Reduce -6.6% 36,294 $4.5M
Spectrum Strategic Capital Management, LLC 3.28% Reduce -4.8% 36,253 $4.5M
Del-Sette Capital Management, LLC 3.67% Reduce -20.7% 36,174 $4.5M
Arvest Trust Co. N A 0.27% Add +0.2% 36,133 $4.5M
Connective Portfolio Management, LLC 7.25% Reduce -14.3% 36,100 $4.5M
Aubrey Capital Management Ltd 1.78% Reduce -11.7% 41,500 $4.5M
Stablepoint Partners, LLC 0.86% Reduce -3.7% 39,915 $4.5M
Becker Capital Management Inc. 0.15% Add +5.4% 36,040 $4.5M
Delta Investment Management, LLC 0.98% Add +10.9% 35,922 $4.4M
Prudent Man Advisors, LLC 1.57% Add +44.2% 35,910 $4.4M
Financial Security Advisor, Inc. 1.49% Add +7.4% 35,895 $4.4M
Greenup Street Wealth Management LLC 1.04% Add +19.4% 35,882 $4.4M
First United Bank & Trust 1.65% Reduce -9.8% 35,875 $4.4M
Banco BTG Pactual S.A. 1.13% Add +143.9% 38,244 $4.4M
Dearborn Partners LLC 0.19% Add +7.3% 35,806 $4.4M
Saxony Capital Management, LLC 4.86% Reduce -5.9% 35,797 $4.4M
Galvin, Gaustad & Stein, LLC 0.42% Add +16.2% 35,754 $4.4M
Holistic Financial Partners 2.21% Add +0.6% 35,689 $4.4M
Brandywine Managers, LLC 4.66% No change 35,640 $4.4M
Diligent Investors, LLC 1.09% Add +16.9% 35,547 $4.4M
Hamilton Point Investment Advisors, LLC 0.85% Reduce -2.5% 35,539 $4.4M
Falcon Wealth Planning 0.57% Add +213.7% 35,505 $4.4M
Vest Financial, LLC 0.10% No change 35,342 $4.4M
Providence First Trust Co 1.97% Add +5.5% 35,300 $4.4M
Pictet North America Advisors SA 0.47% Reduce -2.0% 35,209 $4.3M
JB Capital LLC 0.27% Add +14.6% 35,174 $4.3M
WR Wealth Planners, LLC 1.32% Reduce -3.5% 35,043 $4.3M
New Republic Capital, LLC 2.17% Add +26.5% 35,038 $4.3M
GFS Advisors, LLC 0.70% New 760 $4.3M
Advanced Portfolio Management, LLC 2.85% New 35,000 $4.3M
Nichols & Pratt Advisers LLP 0.29% No change 34,940 $4.3M
Greenfield Savings Bank 2.21% Add +6.4% 34,865 $4.3M
Rossmore Private Capital 0.57% Add +4.4% 34,825 $4.3M
Thrive Wealth Management, LLC 0.84% Add +1.3% 34,821 $4.3M
Traveka Wealth, LLC 2.10% Reduce -8.1% 34,810 $4.3M
Crewe Advisors LLC 0.48% Reduce -9.5% 34,740 $4.3M
Coastwise Capital Group, LLC 4.15% Reduce -12.2% 34,732 $4.3M
Woodley Farra Manion Portfolio Management Inc. 0.23% Add +6.4% 34,689 $4.3M
Hudson Value Partners, LLC 1.81% Reduce -5.4% 34,675 $4.3M
Passumpsic Savings Bank 3.07% Add +426.9% 34,671 $4.3M
MWA Asset Management 3.05% Reduce -4.8% 34,645 $4.3M
Fiduciary Family Office, LLC 1.68% Reduce -21.4% 34,560 $4.3M
Clarus Group, Inc. 1.89% Add +2.4% 34,559 $4.3M
Oxford Wealth Group, LLC 2.93% Add +4.9% 34,525 $4.3M
Kenora Financial, LLC 1.78% Reduce -0.3% 34,475 $4.3M
Horst & Graben Wealth Management LLC 0.81% Add +96.4% 34,467 $4.3M
Saxon Interests, Inc. 2.02% Add +2.5% 34,396 $4.2M
Heritage Wealth Partners, LLC 6.14% Add +52.9% 34,322 $4.2M
Claret Asset Management Corp 0.76% Reduce -4.7% 34,303 $4.2M
Financial & Tax Architects, LLC 1.13% Reduce -6.4% 34,262 $4.2M
Quantum Portfolio Management LLC 2.43% Add +2.9% 34,250 $4.2M
Pinnacle West Asset Management, Inc. 3.29% Reduce -0.6% 34,250 $4.2M
WealthTrust Asset Management, LLC 3.09% Reduce -5.8% 34,220 $4.2M
Insight Wealth Partners, LLC 2.73% Add +11.9% 34,127 $4.2M
Clear Rock Advisors, LLC 1.80% New 34,063 $4.2M
WT Wealth Management 1.43% Add +728.8% 33,980 $4.2M
State of Wyoming 0.69% Reduce -32.0% 33,893 $4.2M
Shufro Rose & Co. LLC 0.34% Add +21.3% 33,861 $4.2M
Williamson Legacy Group, LLC 3.11% Reduce -0.5% 33,791 $4.2M
Pearl River Capital, LLC 0.66% Add +141.1% 33,749 $4.2M
Lindenwold Advisors, INC 2.22% Add +2.2% 33,737 $4.2M
WNY Asset Management, LLC 0.55% Add +5.4% 33,707 $4.2M
Lion Street Advisors, LLC 1.54% Reduce -13.2% 33,683 $4.2M
Prossimo Advisors, LLC 3.77% Add +23.4% 33,680 $4.2M
Delta Asset Management LLC 0.38% Reduce -26.8% 33,612 $4.2M
Beese Fulmer Investment Management, Inc. 0.38% Reduce -7.5% 33,500 $4.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.46% Add +67.4% 33,409 $4.1M
Mason & Associates Inc 1.10% Reduce -16.0% 33,395 $4.1M
Insight Wealth Strategies, LLC 0.59% Reduce -20.6% 33,323 $4.1M
Walker Asset Management, LLC 2.77% Reduce -7.9% 33,313 $4.1M
Warren Street Wealth Advisors, LLC 2.05% Add +0.6% 33,201 $4.1M
Eisler Capital (UK) Ltd. 1.33% New 33,183 $4.1M
Beacon Financial Advisory LLC 1.53% Add +0.6% 33,139 $4.1M
Barr E S & Co. 0.27% Add +1.1% 33,025 $4.1M
Driehaus Capital Management LLC 0.04% Reduce -54.4% 32,956 $4.1M
Park Place Capital Corp 1.30% Reduce -11.5% 32,900 $4.1M
Old Mission Capital LLC 0.11% Add +4.5% 32,894 $4.1M
Inspire Trust Co, N.A. 1.34% Add +149.7% 32,860 $4.1M
G2 Capital Management, LLC / Oh 1.26% No change 32,684 $4.0M
WMS Partners, LLC 0.26% Add +10.7% 32,678 $4.0M
Breakwater Capital Group 0.92% Reduce -4.2% 32,658 $4.0M
New Potomac Partners, LLC 2.20% Reduce -2.8% 32,628 $4.0M
Gallagher Fiduciary Advisors, LLC 0.90% Add +10.8% 32,604 $4.0M
Sunburst Financial Group, LLC 1.09% Reduce -0.9% 32,586 $4.0M
Veracity Capital LLC 1.68% Reduce -12.8% 32,575 $4.0M
Valley Brook Capital Group, Inc. 3.14% Add +6.2% 32,556 $4.0M
American Planning Services, Inc. 2.82% Add +89.2% 32,485 $4.0M
Ssi Investment Management LLC 1.59% No change 32,485 $4.0M
Advus Financial Partners, LLC 1.22% Reduce -0.6% 32,482 $4.0M
Carolinas Wealth Consulting LLC 0.77% Reduce -3.1% 32,403 $4.0M
Beach Investment Counsel Inc. 0.49% No change 32,400 $4.0M
Northwest Wealth Management, LLC 1.04% Add +13.9% 32,385 $4.0M
Birmingham Capital Management Co. Inc. 1.56% Add +12.8% 32,375 $4.0M
Samalin Investment Counsel, LLC 1.86% Add +0.9% 32,289 $4.0M
McDaniel Terry & Co. 0.35% Reduce -0.9% 32,278 $4.0M
M3 Advisory Group, LLC 3.28% Add +18.9% 32,255 $4.0M
Kolinsky Wealth Management, LLC 2.85% Add +0.7% 32,247 $4.0M
MRA Advisory Group 2.28% Add +6.3% 32,238 $4.0M
Legacy Edge Advisors, LLC 0.73% Add +9.5% 32,196 $4.0M
St. Johns Investment Management Company, LLC 1.89% Reduce -5.2% 32,143 $4.0M
CORDA Investment Management, LLC. 0.32% Add +18.4% 32,113 $4.0M
Acorn Financial Advisory Services Inc. 0.74% Reduce -13.6% 32,111 $4.0M
Vista Investment Partners LLC 1.33% Add +17.3% 32,061 $4.0M
Berkeley Capital Partners, LLC 1.19% Add +3.4% 32,024 $4.0M
Barrier Capital Management, LLC 3.86% Reduce -26.5% 32,020 $4.0M
Gerber, LLC 3.11% Add +0.5% 32,002 $4.0M
LPWM LLC 1.36% Reduce -1.4% 30,807 $3.9M
Scissortail Wealth Management, LLC 1.00% Add +6.3% 31,850 $3.9M
Gries Financial LLC 0.81% Reduce -49.7% 31,847 $3.9M
Wedge Capital Management L L P 0.07% Reduce -8.7% 31,824 $3.9M
Malaga Cove Capital, LLC 1.59% Reduce -16.2% 31,789 $3.9M
Bulltick Wealth Management, LLC 1.10% Reduce -0.8% 31,718 $3.9M
Apella Capital, LLC 0.17% Add +13.3% 29,766 $3.9M
Worth Asset Management, LLC 2.32% Reduce -20.1% 31,585 $3.9M
Davidson Capital Management Inc. 1.20% Reduce -20.8% 31,565 $3.9M
Graham Capital Management, L.P. 0.25% Reduce -83.1% 31,532 $3.9M
Atlas Capital Advisors Inc. 0.51% Add +34.9% 31,530 $3.9M
Wealth Architects, LLC 0.48% Reduce -3.1% 31,498 $3.9M
Western Financial Corp 2.35% Reduce -18.8% 31,483 $3.9M
Centric Wealth Management 1.12% Add +4.6% 34,279 $3.9M
Crawford Investment Counsel Inc. 0.07% Reduce -6.6% 31,340 $3.9M
Virtus Investment Advisers, LLC 3.51% Reduce -7.6% 31,300 $3.9M
Mattern Wealth Management LLC 0.93% Add +0.5% 31,220 $3.9M
CFO4Life Group, LLC 0.72% Add +0.7% 31,190 $3.9M
Fermata Advisors, LLC 0.88% Add +33.0% 31,141 $3.8M
Forefront Analytics, LLC 1.84% Add +79.1% 31,098 $3.8M
Empirical Asset Management, LLC 1.45% Reduce -59.5% 35,372 $3.8M
Carderock Capital Management Inc. 1.00% New 31,076 $3.8M
IVC Wealth Advisors LLC 2.14% Reduce -2.2% 30,971 $3.8M
Raleigh Capital Management Inc. 1.63% Add +19.3% 30,969 $3.8M
Taylor & Morgan Wealth Management, LLC 2.70% Reduce -6.2% 30,942 $3.8M
Key Financial Inc 0.92% Add +4.7% 30,910 $3.8M
Sander Capital Advisors Inc. 1.74% New 30,870 $3.8M
LJI Wealth Management, LLC 0.84% New 30,867 $3.8M
MeadowBrook Investment Advisors LLC 3.67% No change 30,790 $3.8M
Finivi Inc. 3.15% Reduce -8.9% 30,769 $3.8M
Traphagen Investment Advisors LLC 0.41% Add +7.9% 30,717 $3.8M
Bridge Creek Capital Management LLC 1.22% Reduce -7.8% 30,680 $3.8M
New Wave Wealth Advisors LLC 2.03% — 30,607 $3.8M
Orion Capital Management LLC 1.99% Add +0.2% 30,592 $3.8M
Grey Ledge Advisors, LLC 1.03% Reduce -22.3% 30,499 $3.8M
Florida Financial Advisors, LLC 2.26% Add +20.4% 30,472 $3.8M
SouthState Bank Corp 0.27% Add +29.7% 30,420 $3.8M
Chilton Investment Co. Inc. 0.11% Add +101.9% 30,350 $3.7M
Tributary Capital Management, LLC 0.31% Reduce -13.3% 30,340 $3.7M
Magnus Financial Group LLC 0.42% Add +17.6% 30,330 $3.7M
Archer Investment Corp 1.10% Add +0.3% 30,326 $3.7M
Walter & Keenan Wealth Management LLC /in/ 1.19% Reduce -0.8% 30,300 $3.7M
Bluesphere Advisors LLC 1.90% Add +3.4% 30,213 $3.7M
Triumph Capital Management 1.46% Add +55.2% 30,164 $3.7M
EdgeRock Capital LLC 2.88% Add +13.8% 30,144 $3.7M
Quantum Financial Advisors, LLC 0.65% Add +9.7% 30,108 $3.7M
Snider Financial Group 1.44% Add +50.4% 30,094 $3.7M
Rede Wealth, LLC 3.42% Add +0.1% 30,093 $3.7M
Narus Financial Partners, LLC 1.50% Reduce -3.5% 30,062 $3.7M
Center Lake Capital Management, LLC 7.19% Reduce -53.9% 30,000 $3.7M
Boyd Watterson Asset Management LLC 1.07% No change 30,000 $3.7M
BCM Advisors, LLC 0.88% No change 33,921 $3.7M
Q3 Asset Management 0.84% Add +319.2% 30,096 $3.7M
Brown Financial Advisors 1.65% — 29,923 $3.7M
Tower Bridge Advisors 0.42% Reduce -84.0% 29,900 $3.7M
Opes Wealth Management LLC 0.77% Reduce -2.5% 29,865 $3.7M
Peak Financial Management, Inc. 1.15% Reduce -6.1% 29,860 $3.7M
Strategic Family Wealth Counselors, L.L.C. 1.40% Reduce -0.2% 29,858 $3.7M
Palisades Hudson Asset Management, L.P. 1.69% Reduce -10.8% 29,850 $3.7M
Hengehold Capital Management LLC 0.38% Reduce -2.0% 29,729 $3.7M
North Star Investment Management Corp. 0.27% Reduce -46.1% 29,705 $3.7M
InTrack Investment Management Inc 2.61% Add +9.1% 29,702 $3.7M
ArrowMark Colorado Holdings LLC 0.04% Reduce -52.3% 29,690 $3.7M
Campbell Newman Asset Management Inc. 0.29% Reduce -0.3% 29,660 $3.7M
Unique Wealth, LLC 0.96% Add +20.0% 29,651 $3.7M
Palmer Knight Co 1.75% No change 29,600 $3.7M
American Trust 0.30% Reduce -15.0% 29,549 $3.7M
Legacy Trust 0.91% Add +4.0% 29,539 $3.6M
ABLE Financial Group, LLC 1.31% Add +5.3% 29,351 $3.6M
Waterway Wealth Management, LLC 1.78% Reduce -10.2% 29,341 $3.6M
FDx Advisors, Inc. 1.00% Reduce -50.2% 29,323 $3.6M
Tanaka Capital Management Inc. 8.57% No change 29,320 $3.6M
Boomfish Wealth Group, LLC 2.34% Reduce -15.8% 29,289 $3.6M
Gradient Capital Advisors, LLC 1.29% Add +7.2% 29,261 $3.6M
Columbia Asset Management 0.67% Add +47.5% 29,232 $3.6M
Roof Eidam Maycock Peralta, LLC 0.98% Add +6.1% 29,185 $3.6M
Biltmore Family Office, LLC 0.66% Add +4.5% 29,171 $3.6M
Taika Capital, LP 2.86% Add +134.2% 29,043 $3.6M
Kensington Investment Counsel, LLC 1.58% Add +4.5% 28,977 $3.6M
Mustard Seed Financial, LLC 3.42% Reduce -16.1% 28,915 $3.6M
Valliance Asset Management Ltd 10.70% New 28,880 $3.6M
Curated Wealth Partners LLC 0.50% — 28,858 $3.6M
Lathrop Investment Management Co. 0.70% Add +38.1% 28,827 $3.6M
Dumont & Blake Investment Advisors LLC 0.50% Add +102.1% 28,779 $3.6M
Northwest Financial Advisors 3.61% Add +28.4% 28,779 $3.6M
Advance Capital Management, Inc. 0.17% Reduce -14.4% 28,633 $3.5M
Legacy Capital Group California, Inc. 1.27% Reduce -3.3% 28,618 $3.5M
Wolf Group Capital Advisors 1.39% Add +41.5% 28,605 $3.5M
Shoker Investment Counsel, Inc. 1.25% Add +57.5% 28,563 $3.5M
Sterling Investment Counsel, LLC 1.39% Add +21.9% 28,551 $3.5M
All Terrain Financial Advisors, LLC 1.48% Add +1.9% 28,540 $3.5M
AA Financial Advisors, LLC 1.24% Reduce -2.1% 28,520 $3.5M
Ethos Financial Group, LLC 0.62% Reduce -25.5% 28,180 $3.5M
Haverford Financial Services, Inc. 1.05% New 28,434 $3.5M
Keeler Thomas Management LLC 1.19% Reduce -12.3% 28,314 $3.5M
Central Valley Advisors, LLC 1.49% Reduce -10.0% 26,215 $3.5M
One Day In July LLC 0.44% Add +9.0% 28,275 $3.5M
Winthrop Advisory Group LLC 0.47% Reduce -5.4% 28,267 $3.5M
Summit Wealth Group, LLC 1.05% Add +310.0% 28,250 $3.5M
Abacus Planning Group, Inc. 0.68% Add +29.4% 28,231 $3.5M
360 Financial, Inc. 1.32% Reduce -1.7% 28,222 $3.5M
Clay Northam Wealth Management, LLC 2.64% Add +0.5% 28,218 $3.5M
Crew Capital Management, Ltd 2.80% Reduce -10.4% 28,216 $3.5M
Todd Asset Management LLC 0.07% No change 28,200 $3.5M
Werba Rubin Papier Wealth Management 0.96% Add +22.9% 28,125 $3.5M
CFS Investment Advisory Services, LLC 0.28% Add +12.9% 28,147 $3.5M
Bellwether Advisors, LLC 0.73% Reduce -10.8% 28,084 $3.5M
VitalStone Financial, LLC 2.51% Add +12.6% 28,063 $3.5M
Pecaut & Co. 1.31% Reduce -2.5% 28,054 $3.5M
Legato Capital Management LLC 0.47% Reduce -51.7% 28,010 $3.5M
Palumbo Wealth Management LLC 1.46% Reduce -18.1% 27,964 $3.5M
Goldstein Advisors, LLC 0.58% Reduce -39.5% 27,957 $3.5M
Estate Counselors, LLC 0.38% No change 27,860 $3.4M
Navis Wealth Advisors, LLC 3.94% Add +2.8% 27,780 $3.4M
Up Strategic Wealth Investment Advisors LLC 5.20% Reduce -1.6% 27,771 $3.4M
Frisch Financial Group, Inc. 1.04% Add +1.9% 27,691 $3.4M
United Community Bank 1.38% Reduce -7.8% 27,690 $3.4M
Mosaic Family Wealth Partners, LLC 0.55% Add +26.1% 27,609 $3.4M
Three Seasons Wealth, LLC 1.88% Reduce -24.5% 27,512 $3.4M
Cary Street Partners Asset Management LLC 0.50% Reduce -6.3% 27,468 $3.4M
Union Heritage Capital, LLC 1.33% Add +44.1% 27,440 $3.4M
Enterprise Financial Services Corp 2.08% Reduce -2.5% 27,387 $3.4M
Fi3 FINANCIAL ADVISORS, LLC 1.49% Reduce -3.3% 27,352 $3.4M
HBW Advisory Services LLC 0.56% Add +10.0% 27,313 $3.4M
Facet Wealth, Inc. 0.10% Add +9.5% 32,495 $3.4M
GoalVest Advisory LLC 1.08% Add +3.4% 27,268 $3.4M
Balefire, LLC 1.19% Add +40.0% 27,142 $3.4M
Cahaba Wealth Management, Inc. 0.30% Reduce -10.6% 27,113 $3.3M
Muirfield Wealth Advisors LLC 3.14% Reduce -12.4% 27,101 $3.3M
Red Mountain Financial, LLC 4.03% — 27,078 $3.3M
Deuterium Capital Management, LLC 5.62% No change 27,000 $3.3M
Byrne Asset Management LLC 2.77% Add +12.6% 26,808 $3.3M
Bigelow Investment Advisors, LLC 1.59% Reduce -9.2% 26,880 $3.3M
Foster Victor Wealth Advisors, LLC 0.28% Add +29.9% 26,280 $3.3M
Precision Wealth Strategies, LLC 3.43% Add +25.0% 26,856 $3.3M
Perissos Private Wealth Management, LLC 2.97% Reduce -10.8% 26,790 $3.3M
PDT Partners, LLC 0.31% Reduce -4.3% 26,788 $3.3M
Heritage Financial Services, LLC 0.47% Reduce -0.5% 26,761 $3.3M
Centerpoint Advisors, LLC 1.19% Reduce -6.3% 26,750 $3.3M
Kraft, Davis & Associates, LLC 1.00% Add +1.8% 29,343 $3.3M
Marion Wealth Management 0.97% Reduce -13.9% 26,719 $3.3M
Legacy Wealth Management, LLC / MS 1.39% No change 26,650 $3.3M
Interchange Capital Partners, LLC 1.21% Add +115.5% 26,609 $3.3M
KOM Wealth Management Group, LLC 3.07% Reduce -3.4% 26,578 $3.3M
Laraway Financial Advisors Inc 2.80% Add +0.4% 26,578 $3.3M
Sierra Capital LLC 0.44% Reduce -10.7% 26,559 $3.3M
Hazlett, Burt & Watson, Inc. 1.69% Add +24.6% 26,525 $3.3M
Abel Hall, LLC 2.32% Reduce -0.6% 26,519 $3.3M
Davies Financial Advisors, Inc. 3.06% Add +6.5% 26,500 $3.3M
McKinley Carter Wealth Services, Inc. 0.21% Add +54.5% 26,475 $3.3M
Stonebridge Financial Planning Group, LLC 1.64% Add +9.8% 26,460 $3.3M
Am Investment Strategies LLC 0.80% Add +6.5% 26,411 $3.3M
1834 Investment Advisors Co. 0.39% Reduce -19.0% 26,410 $3.3M
Kirtland Hills Capital Management, LLC 2.72% Add +4.8% 26,410 $3.3M
SYSTM Wealth Solutions LLC 0.73% Reduce -27.9% 26,404 $3.3M
Sageworth Trust Co 0.21% Add +260.5% 26,350 $3.3M
D.B. Root & Company, LLC 1.11% Add +18.1% 26,344 $3.3M
Hofer & Associates. Inc 2.52% Reduce -0.9% 26,338 $3.3M
Heritage Wealth Management, Inc. 1.09% — 25,853 $3.3M
PSI Advisors, LLC 1.03% Reduce -8.9% 26,273 $3.2M
Unigestion Holding SA 0.18% Reduce -86.0% 6,551 $3.2M
Resolute Advisors LLC 0.84% No change 26,250 $3.2M
Meridian Wealth Partners, LLC 0.57% Reduce -8.4% 26,225 $3.2M
Center For Asset Management LLC 2.14% Add +11.4% 26,152 $3.2M
Redwood Wealth Management Group, LLC 2.43% Add +1.4% 26,143 $3.2M
Royal Harbor Partners, LLC 1.33% Reduce -35.0% 26,100 $3.2M
Cypress Wealth Services, LLC 0.72% Add +9.3% 26,072 $3.2M
J. W. Coons Advisors, LLC 0.60% Add +2.0% 26,060 $3.2M
RiverPark Advisors, LLC 2.66% Reduce -1.7% 26,034 $3.2M
Permanent Capital Management, LP 0.67% — 20,337 $3.2M
Peachtree Investment Partners, LLC 1.26% Add +6.7% 26,001 $3.2M
Boyce & Associates Wealth Consulting, Inc. 3.77% No change 25,967 $3.2M
Strategic Financial Concepts, LLC 1.87% Add +4591.6% 2,041,339 $3.2M
Altfest L J & Co. Inc. 0.44% Reduce -5.3% 25,823 $3.2M
Sabal Trust CO 0.19% Add +19.1% 25,819 $3.2M
Foster Group, Inc. 0.13% Reduce -3.3% 25,811 $3.2M
Aspen Grove Capital, LLC 0.75% Add +0.9% 25,651 $3.2M
Prospect Hill Management, LLC 1.74% Add +0.2% 25,650 $3.2M
First Financial Corp. 1.61% Reduce -11.3% 25,553 $3.2M
BBJS Financial Advisors, LLC 1.18% Reduce -14.8% 25,550 $3.2M
Roberts Glore & Co. Inc. 0.95% Reduce -2.0% 25,515 $3.2M
Veltria Advisors Corp. 1.13% Reduce -31.9% 25,477 $3.1M
PFW Advisors LLC 1.00% Reduce -12.2% 25,442 $3.1M
Souders Financial Advisors 0.47% Add +20.1% 25,441 $3.1M
Tennessee Valley Asset Management Partners 0.59% Add +7.8% 25,387 $3.1M
Blackhawk Capital Partners, LLC 1.89% Add +42.5% 25,362 $3.1M
Birchcreek Wealth Management, LLC 1.76% Reduce -22.9% 25,343 $3.1M
Sage Rhino Capital LLC 0.74% Add +2.8% 25,247 $3.1M
Pension & Wealth Management Advisors, Inc. 1.79% Reduce -3.6% 25,243 $3.1M
Oliver Lagore Vanvalin Investment Group 0.89% Add +43.6% 25,237 $3.1M
AAFMAA Wealth Management & Trust LLC 1.53% Add +119.1% 25,236 $3.1M
DT Investment Partners, LLC 0.28% Add +8.2% 25,230 $3.1M
N.E.W. Advisory Services LLC 0.34% Add +7.2% 25,225 $3.1M
Private Capital Management LLC 0.61% Add +5.3% 25,023 $3.1M
Nwi Management LP 0.40% Reduce -95.8% 25,000 $3.1M
Rise Advisors, LLC 1.64% Reduce -0.7% 24,984 $3.1M
Platte River Wealth Advisors, LLC 0.86% No change 24,950 $3.1M
Parthenon LLC 0.39% Reduce -12.3% 24,950 $3.1M
Investment Partners, LTD. 1.38% Add +6.1% 24,936 $3.1M
American Money Management, LLC 0.66% Reduce -47.3% 24,876 $3.1M
Bank of Marin 2.65% Add +8.2% 24,860 $3.1M
Syntegra Private Wealth Group, LLC 0.39% Add +8.2% 24,844 $3.1M
Kraematon Investment Advisors, Inc. 3.12% Add +1.4% 24,831 $3.1M
Dechtman Wealth Management, LLC 0.69% Add +3.4% 24,821 $3.1M
PGIM Custom Harvest LLC 0.07% Add +8.7% 24,819 $3.1M
Klingman & Associates, LLC 0.21% Add +5.6% 24,791 $3.1M
Townsend Asset Management Corp. /NC/ 1.19% Reduce -4.4% 24,770 $3.1M
LM Advisors LLC 0.61% Reduce -26.4% 24,732 $3.1M
FFT Wealth Management LLC 0.27% Add +18.8% 24,717 $3.1M
SRN Advisors, LLC 2.54% Add +41.5% 24,716 $3.1M
Steigerwald, Gordon & Koch Inc. 0.37% Add +1.7% 24,670 $3.0M
FinDec Wealth Services, Inc. 1.92% Add +41.8% 24,616 $3.0M
Spinnaker Investment Group, LLC 0.84% Add +12.8% 24,613 $3.0M
Keystone Wealth Services, LLC 0.95% Add +6.7% 24,609 $3.0M
Pegasus Partners Ltd. 0.31% Add +37.0% 24,601 $3.0M
Bedel Financial Consulting, Inc. 0.44% Add +2.7% 24,561 $3.0M
FLC Capital Advisors 0.75% Add +7.7% 24,560 $3.0M
GG Group Ventures, LLC 4.20% — 26,056 $3.0M
Consilio Wealth Advisors, LLC 1.35% Add +3.5% 24,443 $3.0M
Mainstay Capital Management LLC 0.53% Add +15.2% 24,440 $3.0M
Nicholas Wealth, LLC. 2.15% Reduce -29.0% 24,391 $3.0M
Redwood Financial Network Corp 2.52% Add +0.1% 24,272 $3.0M
Etesian Wealth Advisors, Inc. 1.68% Add +1.6% 24,178 $3.0M
Ledyard National Bank 0.29% Add +3.9% 24,130 $3.0M
Arkfeld Wealth Strategies, L.L.C. 1.51% Reduce -8.2% 23,222 $3.0M
IFG Advisors, LLC 0.70% Add +2.6% 24,087 $3.0M
Prostatis Group LLC 1.04% Add +9.7% 24,069 $3.0M
Cutter & CO Brokerage, Inc. 0.72% Reduce -7.3% 24,035 $3.0M
Glass Jacobson Investment Advisors llc 1.08% Add +5.2% 23,974 $3.0M
Integral Investment Advisors, Inc. 1.09% Add +38.9% 23,836 $3.0M
Investment Partners Asset Management, Inc. 2.63% Reduce -4.7% 23,923 $3.0M
Signify Wealth 4.25% Reduce -1.3% 23,916 $3.0M
Stokes Family Office, LLC 0.35% Add +47.8% 23,901 $3.0M
First Interstate Bank 0.20% Reduce -6.0% 23,875 $2.9M
Gilman Hill Asset Management, LLC 0.53% Reduce -31.4% 23,870 $2.9M
Madison Asset Management, LLC 0.04% Add +1.4% 23,820 $2.9M
Matrix Private Capital Group LLC 1.84% Add +12.9% 23,735 $2.9M
Riversedge Advisors, LLC 0.71% Add +0.6% 23,705 $2.9M
Pathway Financial Advisors LLC 0.79% Add +2.3% 23,542 $2.9M
Lodestone Wealth Management LLC 1.53% Add +1.5% 23,503 $2.9M
ICA Group Wealth Management, LLC 1.74% Reduce -73.6% 23,495 $2.9M
Wealthspire Retirement, LLC 0.24% Add +7.0% 23,459 $2.9M
Waddell & Associates, LLC 0.38% Add +49.6% 23,453 $2.9M
VestGen Investment Management 0.86% Reduce -22.1% 23,418 $2.9M
Old North State Wealth Management, LLC 1.90% Add +37.5% 23,407 $2.9M
HT Partners LLC 1.02% Add +3.9% 23,396 $2.9M
Aurora Private Wealth, Inc. 2.52% Add +23.2% 23,322 $2.9M
Wealthgarden F.S. LLC 3.03% — 23,319 $2.9M
W1M Investment Management Ltd 0.05% Reduce -28.9% 23,289 $2.9M
IAM Advisory, LLC 0.78% Add +1.2% 23,261 $2.9M
Hudock, Inc. 0.53% Add +0.7% 23,198 $2.9M
Wealthstream Advisors, Inc. 1.05% Add +4.4% 23,149 $2.9M
ProVise Management Group, LLC 0.24% Add +24.6% 23,095 $2.9M
Kanawha Capital Management LLC 0.22% Add +24.3% 23,065 $2.8M
Ullmann Wealth Partners Group, LLC 0.41% Add +6.6% 23,060 $2.8M
Legal Advantage Investments, Inc. 1.64% Add +22.3% 23,060 $2.8M
Marble Harbor Investment Counsel, LLC 0.33% Reduce -3.0% 23,042 $2.8M
Investments & Financial Planning, LLC 1.91% Add +1.1% 23,032 $2.8M
Sassicaia Capital Advisers LLC 11.49% Reduce -47.7% 23,014 $2.8M
Novak & Powell Financial Services, Inc. 1.76% Add +2.2% 22,973 $2.8M
Trinity Financial Advisors LLC 1.27% Add +15.7% 22,917 $2.8M
EMC Capital Management 1.64% No change 23,014 $2.8M
Weaver Consulting Group 0.99% Add +6.7% 22,876 $2.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.60% Reduce -10.7% 22,870 $2.8M
Ellenbecker Investment Group 0.57% Add +0.3% 22,843 $2.8M
Coyle Financial Counsel LLC 1.00% Reduce -90.0% 3,110 $2.8M
Eclectic Associates Inc. 1.25% Add +22.9% 22,731 $2.8M
Focused Wealth Management, Inc 0.41% Reduce -2.3% 22,708 $2.8M
Penn Davis McFarland Inc. 0.43% Add +21.5% 22,690 $2.8M
Mach-1 Financial Group, LLC 1.97% Reduce -2.8% 22,594 $2.8M
Motive Wealth Advisors 1.68% Reduce -1.4% 22,657 $2.8M
JPL Wealth Management, LLC 1.37% Add +23.3% 22,655 $2.8M
Empire Financial Management Company, LLC 0.92% Add +4.2% 22,581 $2.8M
Verity Asset Management, Inc. 1.09% Reduce -20.0% 22,542 $2.8M
Koss-Olinger Consulting, LLC 0.26% Add +267.5% 22,527 $2.8M
SYM FINANCIAL Corp 0.44% Add +71.0% 22,509 $2.8M
Total Investment Management Inc. 0.36% Add +20.4% 22,445 $2.8M
Bright Financial Advisors, Inc. 1.95% Add +0.5% 22,350 $2.8M
TFC Financial Management, Inc. 0.48% Reduce -1.6% 22,307 $2.8M
Proffitt & Goodson Inc. 0.49% Reduce -0.7% 22,272 $2.8M
Biltmore Wealth Management, LLC 1.19% Reduce -8.6% 22,210 $2.7M
Independent Wealth Network Inc. 1.28% Add +9.5% 22,186 $2.7M
Stonehage Fleming Financial Services Holdings Ltd 0.07% Reduce -99.0% 22,174 $2.7M
Financial Management Professionals, Inc. 0.38% Add +8.5% 22,115 $2.7M
My Personal CFO, LLC 1.46% Reduce -2.0% 22,088 $2.7M
Whitaker-Myers Wealth Managers, LTD. 1.01% Add +12.9% 22,053 $2.7M
BluePointe Capital Management, LLC 1.83% Reduce -0.3% 22,047 $2.7M
High Falls Advisors, Inc 0.66% Add +30.6% 22,015 $2.7M
Source Financial Advisors LLC 0.83% Add +12.7% 21,877 $2.7M
Balentine LLC 0.12% Reduce -96.5% 21,830 $2.7M
W1M Asset Management Ltd 0.23% New 21,810 $2.7M
Quad-Cities Investment Group, LLC 1.49% Add +129.7% 21,796 $2.7M
Vivid Wealth Management, LLC 1.51% Add +74.5% 21,783 $2.7M
Aprio Wealth Management, LLC 0.49% Add +2.0% 21,775 $2.7M
Vima LLC 5.94% Reduce -61.2% 21,755 $2.7M
Norris Financial Group, LLC 1.40% Reduce -25.8% 21,728 $2.7M
Gsa Capital Partners LLP 0.19% Reduce -36.3% 21,658 $2.7M
Three Bridge Wealth Advisors, LLC 1.06% No change 21,620 $2.7M
Pavion Blue Capital, LLC 1.31% No change 21,570 $2.7M
Ellevest, Inc. 0.16% Add +7.1% 21,562 $2.7M
Hedeker Wealth, LLC 0.77% New 21,504 $2.7M
Farmers National Bank 0.80% Reduce -1.4% 21,480 $2.7M
Armstrong, Fleming & Moore, Inc 1.70% Add +3.4% 21,475 $2.7M
Private Ocean, LLC 0.23% Add +27.9% 21,447 $2.6M
Meridian Financial Partners LLC 1.57% Add +5.3% 21,864 $2.6M
Integrity Wealth Solutions LLC 1.72% Reduce -31.7% 21,432 $2.6M
Cedrus LLC 1.32% Add +33.3% 21,431 $2.6M
Carl P. Sherr & Co., LLC 1.48% Reduce -10.0% 21,422 $2.6M
Iams Wealth Management, LLC 1.45% Add +29.4% 21,386 $2.6M
Peoples Bank 1.37% Add +31.6% 21,380 $2.6M
Sonoma Private Wealth LLC 4.28% Add +15.5% 21,319 $2.6M
Gateway Wealth Partners, LLC 0.80% Add +23.3% 21,309 $2.6M
Richardson Financial Services Inc. 1.89% Reduce -3.9% 21,299 $2.6M
Marks Group Wealth Management, Inc 0.28% Reduce -0.9% 21,292 $2.6M
G&S Capital LLC 1.14% Reduce -32.3% 20,464 $2.6M
Worth Financial Advisory Group, LLC 1.72% Add +18.4% 21,273 $2.6M
Cherrydale Wealth Management, LLC 1.15% Add +10.5% 21,268 $2.6M
JSF Financial, LLC 0.80% Add +61.5% 21,257 $2.6M
Opal Wealth Advisors, LLC 0.84% Reduce -6.4% 21,246 $2.6M
Safeguard Investment Advisory Group, LLC 0.81% Add +9.9% 21,175 $2.6M
True North Advisors, LLC 0.70% Add +14.6% 21,158 $2.6M
Aldebaran Financial Inc. 3.42% Reduce -1.6% 21,101 $2.6M
Impact Partnership Wealth, LLC 0.68% Add +165.1% 21,078 $2.6M
Charles Schwab Trust Co 0.24% Add +60.6% 21,070 $2.6M
McLean Asset Management Corp 0.84% Add +7.4% 19,286 $2.6M
Richard W. Paul & Associates, LLC 1.00% Reduce -1.9% 21,050 $2.6M
Root Financial Partners, LLC 0.61% Reduce -9.0% 21,017 $2.6M
Hanseatic Management Services Inc. 3.90% Reduce -2.9% 21,013 $2.6M
Longitude (Cayman) Ltd. 4.09% Reduce -36.4% 21,000 $2.6M
Ninepoint Partners LP 0.28% Reduce -3.5% 20,999 $2.6M
Fortune 45 LLC 1.98% Add +2.7% 20,968 $2.6M
Buckley Wealth Management, LLC 0.82% Reduce -28.7% 20,965 $2.6M
Emerald Mutual Fund Advisers Trust 0.14% Reduce -2.6% 20,956 $2.6M
Afg Fiduciary Services Limited Partnership 1.81% Reduce -4.7% 20,930 $2.6M
Cambridge Advisors Inc. 0.60% Reduce -12.1% 20,895 $2.6M
Laffer Tengler Investments, Inc. 0.67% Add +31.6% 20,893 $2.6M
Fulton Breakefield Broenniman LLC 0.19% Add +2.9% 20,877 $2.6M
Ameliora Wealth Management Ltd. 1.17% Reduce -46.9% 20,830 $2.6M
BIP Wealth, LLC 0.21% Reduce -9.5% 20,816 $2.6M
Providence Wealth Advisors, LLC 2.05% New 21,075 $2.6M
Lakeside Advisors, INC. 1.67% No change 20,800 $2.6M
PAX Financial Group, LLC 0.50% Add +61.0% 20,751 $2.6M
Greenland Capital Management LP 0.55% Reduce -62.5% 20,741 $2.6M
Scarborough Advisors, LLC 1.05% Add +1.0% 20,720 $2.6M
Brady Family Wealth, LLC 0.82% Add +1.0% 20,623 $2.5M
Integrity Financial Corp 1.59% Add +3.0% 20,578 $2.5M
Alpha DNA Investment Management LLC 1.44% No change 20,575 $2.5M
Keudell/Morrison Wealth Management 0.74% Add +2.2% 20,574 $2.5M
Global Strategic Investment Solutions, LLC 0.31% Reduce -6.8% 20,473 $2.5M
Goldstone Financial Group, LLC 0.51% Add +16.9% 20,470 $2.5M
United Bank 0.31% Add +17.7% 20,468 $2.5M
Bantamac Capital, LLC 1.51% Reduce -26.0% 20,466 $2.5M
Old Mission Investment Co LLC 0.82% Add +4.5% 20,433 $2.5M
Latitude Advisors, LLC 1.54% Reduce -5.8% 20,423 $2.5M
J.Safra Asset Management Corp 0.25% Add +100.1% 20,310 $2.5M
Aureus Asset Management, LLC 0.17% Add +30.6% 20,253 $2.5M
Choice Wealth Advisors LLC 1.33% Add +1.8% 20,248 $2.5M
Transcendent Capital Group LLC 1.44% Reduce -20.4% 20,245 $2.5M
Hartford Funds Management Co LLC 0.23% Reduce -9.1% 20,230 $2.5M
Cook Wealth, LLC 1.35% Reduce -0.1% 22,250 $2.5M
Northwest Bancshares, Inc. 0.43% Reduce -26.1% 20,215 $2.5M
Greystone Financial Group, LLC 0.49% Add +7.6% 20,195 $2.5M
Evermay Wealth Management LLC 0.40% Add +0.7% 20,164 $2.5M
Paragon Capital Management Inc. 1.90% Reduce -7.3% 20,139 $2.5M
Retireful, LLC 1.17% Add +187.1% 20,124 $2.5M
Omnia Family Wealth, LLC 1.05% Add +9.6% 20,105 $2.5M
New Age Alpha Advisors, LLC 1.38% Reduce -59.9% 20,030 $2.5M
Capital Management Associates 2.93% No change 20,000 $2.5M
Kamunting Street Capital Management, L.P. 2.29% Reduce -84.0% 20,000 $2.5M
Catalyst Funds Management Pty Ltd 0.66% Add +42.9% 20,000 $2.5M
Sphera Funds Management LTD. 0.40% New 20,000 $2.5M
Camarda Financial Advisors, LLC 0.97% Reduce -64.3% 20,000 $2.5M
Leisure Capital Management 1.15% Reduce -4.3% 19,985 $2.5M
Caitlin John, LLC 1.80% Add +318.0% 19,981 $2.5M
AlphaCore Capital LLC 0.59% Reduce -1.5% 19,904 $2.5M
Avondale Wealth Management 1.68% Reduce -11.9% 19,880 $2.5M
Estabrook Capital Management 0.38% Add +24.1% 19,880 $2.5M
Core Wealth Partners LLC 1.68% Add +4.1% 19,847 $2.5M
Rosenberg Matthew Hamilton 0.72% Reduce -1.2% 19,686 $2.4M
Encompass Wealth Advisors, LLC 0.65% Add +57.1% 19,806 $2.4M
Kapstone Financial Advisors LLC 1.60% Add +3.8% 19,800 $2.4M
Second Line Capital, LLC 0.75% Reduce -1.8% 19,780 $2.4M
Plotkin Financial Advisors, LLC 1.57% Reduce -4.1% 19,760 $2.4M
Provident Co of the Employees of the Hebrew University LTD 2.89% Reduce -27.1% 19,660 $2.4M
TCWP LLC 5.94% Reduce -1.0% 19,607 $2.4M
Barnes Pettey Financial Advisors, LLC 2.08% Add +8.2% 19,603 $2.4M
Luts & Greenleigh Group, Inc. 2.52% — 19,599 $2.4M
Future Fund LLC 6.07% Add +129.9% 19,470 $2.4M
Clifford Group, LLC 1.95% Reduce -2.0% 19,547 $2.4M
Capital Advantage, Inc. 0.49% New 18,784 $2.4M
Darwin Wealth Management, LLC 1.19% Reduce -2.1% 19,471 $2.4M
Towerpoint Wealth, LLC 1.20% Add +0.7% 19,459 $2.4M
Aspiriant, LLC 0.10% Reduce -23.3% 19,435 $2.4M
Lodestar Private Asset Management LLC 0.33% Add +2.7% 19,329 $2.4M
Strata Wealth Advisors, LLC 0.82% Add +21.3% 19,318 $2.4M
Stonekeep Investments, LLC 1.93% — 19,281 $2.4M
Costello Asset Management, INC 1.77% Add +1569.9% 19,204 $2.4M
Bouchey Financial Group, Ltd. 0.22% Reduce -7.7% 19,157 $2.4M
Jackson Wealth Management, LLC 0.51% Reduce -42.9% 19,108 $2.4M
Paladin Advisory Group, LLC 1.84% Reduce -35.1% 18,960 $2.4M
Pacific Center for Financial Services 0.66% No change 19,072 $2.4M
Coastal Bridge Advisors, LLC 0.59% Add +11.3% 19,070 $2.4M
Financial Council, LLC 1.32% Add +0.9% 19,060 $2.4M
Excalibur Management Corp. 0.96% Add +7.3% 19,031 $2.4M
Helios Capital Management Pte. Ltd. 1.53% Reduce -76.0% 19,000 $2.3M
First Nebraska Trust Co 0.24% Add +1.3% 18,990 $2.3M
LongView Wealth Management 0.87% Add +6.2% 18,984 $2.3M
Valley Wealth Managers, Inc. 0.19% Add +8.2% 18,967 $2.3M
Trueblood Wealth Management, LLC 1.32% Reduce -13.5% 18,929 $2.3M
BayBridge Capital Group, LLC 1.83% Add +0.8% 18,919 $2.3M
Kades & Cheifetz LLC 1.47% Reduce -1.8% 18,874 $2.3M
S. R. Schill & Associates 1.02% Reduce -17.1% 18,845 $2.3M
Windsor Advisory Group, LLC 4.67% Add +45.2% 18,833 $2.3M
Cahill Financial Advisors Inc. 0.32% Add +0.7% 18,808 $2.3M
Riverview Capital Advisers, LLC 0.78% Add +17.9% 18,801 $2.3M
Versant Capital Management, Inc 0.59% Add +149.9% 18,768 $2.3M
Cornerstone Capital, Inc. 0.23% Add +16.7% 18,767 $2.3M
Lwmg, LLC 0.49% Add +53.1% 18,744 $2.3M
McNaughton Wealth Management, LLC 1.23% Reduce -13.9% 18,736 $2.3M
American Financial Advisors, LLC 0.33% Reduce -2.5% 18,726 $2.3M
Callan Family Office, LLC 0.44% Add +393.7% 18,710 $2.3M
Occudo Quantitative Strategies LP 0.41% Reduce -42.6% 18,700 $2.3M
First Western Trust Bank 0.11% Reduce -1.3% 18,680 $2.3M
Mayfair Advisory Group, LLC 1.56% Reduce -3.1% 17,847 $2.3M
Summit Wealth Partners, LLC 0.48% Reduce -20.3% 18,659 $2.3M
StrongBox Wealth, LLC 1.09% Add +5.0% 18,657 $2.3M
AJOVista, LLC 6.64% Add +8.0% 18,654 $2.3M
Salvus Wealth Management, LLC 1.58% Add +15.7% 18,620 $2.3M
WMG Financial Advisors, LLC 1.22% Add +99.1% 18,618 $2.3M
KFA Private Wealth Group, LLC 1.19% Reduce -17.8% 18,613 $2.3M
Triangle Securities Wealth Management 0.65% Reduce -5.3% 18,560 $2.3M
Scientech Research LLC 0.47% Add +123.1% 18,539 $2.3M
Wealth Quarterback LLC 1.29% Reduce -7.2% 18,458 $2.3M
Monument Capital Management 0.67% Reduce -0.4% 18,453 $2.3M
Calton & Associates, Inc. 1.14% Add +23.2% 18,402 $2.3M
Ridgecrest Wealth Partners, LLC 1.37% Reduce -74.9% 18,395 $2.3M
Monterey Private Wealth, Inc. 0.85% Add +6.9% 18,390 $2.3M
Arq Wealth Advisors, LLC 0.98% Add +180.8% 18,363 $2.3M
Pinion Investment Advisors, LLC 1.13% Add +9.2% 18,340 $2.3M
Northern Financial Advisors Inc 1.82% Reduce -5.0% 18,323 $2.3M
St Germain D J Co. Inc. 0.11% Reduce -3.3% 18,320 $2.3M
Anfield Capital Management, LLC 1.10% Reduce -24.6% 18,262 $2.3M
IMZ Advisory Inc 1.13% Reduce -0.5% 18,248 $2.3M
Mayport, LLC 0.80% No change 18,240 $2.3M
West Wealth Group, LLC 0.80% Reduce -0.7% 18,239 $2.3M
Signet Financial Management, LLC 0.30% Reduce -1.4% 18,233 $2.3M
One Charles Private Wealth Services, LLC 0.94% Add +0.6% 18,206 $2.2M
Ifrah Financial Services, Inc. 0.64% Reduce -17.4% 18,184 $2.2M
Summitry LLC 0.12% Add +66.8% 18,178 $2.2M
Hill Investment Group Partners, LLC 0.30% Add +6.5% 18,302 $2.2M
DORCHESTER WEALTH MANAGEMENT Co 0.43% Add +15.7% 18,160 $2.2M
Maripau Wealth Management LLC 1.53% Add +7.6% 18,160 $2.2M
Cornerstone National Bank & Trust Co 1.10% Add +5.8% 18,140 $2.2M
Napa Wealth Management 1.51% Add +22.3% 18,103 $2.2M
Riverview Trust Co 2.13% Add +3.4% 18,090 $2.2M
Lauterbach Financial Advisors, LLC 1.47% Add +3.4% 20,810 $2.2M
Kohmann Bosshard Financial Services, LLC 0.30% Add +21.6% 18,068 $2.2M
Gill Capital Partners, LLC 0.86% Add +4.9% 18,061 $2.2M
RFG Holdings, Inc. 0.85% Add +29.5% 18,032 $2.2M
Payden & Rygel Investment Group 0.18% No change 18,000 $2.2M
Payden & Rygel 0.18% No change 18,000 $2.2M
Vinland Capital Management Gestora de Recursos LTDA. 3.30% Reduce -74.3% 18,000 $2.2M
waypoint wealth counsel 1.70% Reduce -2.6% 17,978 $2.2M
Global Financial Private Client, LLC 0.93% Add +3.1% 17,955 $2.2M
Clean Yield Group 0.83% No change 17,950 $2.2M
Maven Securities LTD 0.35% Reduce -34.9% 17,935 $2.2M
Rice Hall James & Associates, LLC 0.13% Reduce -1.0% 17,915 $2.2M
Eaton-Cambridge Inc. 1.13% Add +4.3% 17,913 $2.2M
HHM Wealth Advisors, LLC 0.33% Add +13.7% 17,878 $2.2M
Eventide Asset Management, LLC 0.04% Add +25.2% 17,845 $2.2M
Amplius Wealth Advisors, LLC 0.25% Add +1.8% 17,841 $2.2M
Seldon Capital LP 1.23% No change 17,840 $2.2M
Hemington Wealth Management 0.74% Add +7.7% 17,818 $2.2M
Covestor Ltd 1.43% Reduce -7.5% 17,811 $2.2M
Altus Wealth Group LLC 1.10% Add +3.5% 17,805 $2.2M
Grant/GrossMendelsohn, LLC 1.00% Add +0.8% 17,780 $2.2M
Acorn Wealth Advisors, LLC 1.09% Add +9.4% 17,774 $2.2M
High Note Wealth, LLC 0.67% Add +3.5% 17,760 $2.2M
Sunflower Bank, N.A. 0.52% Reduce -11.8% 17,723 $2.2M
Bienville Capital Management, LLC 0.52% Reduce -8.7% 17,686 $2.2M
Milestones Administradora de Recursos Ltda. 0.92% Add +211.9% 17,684 $2.2M
Prentice Wealth Management LLC 0.71% Reduce -10.2% 17,675 $2.2M
Brown, Lisle/Cummings, Inc. 0.71% Add +17.4% 17,650 $2.2M
Montz Harcus Wealth Management LLC 1.41% Reduce -2.5% 17,624 $2.2M
Wealthquest Corp 0.23% Reduce -9.7% 17,620 $2.2M
Addison Capital Co 0.94% Add +12.4% 17,597 $2.2M
Wall Street Financial Group, Inc. 3.69% — 17,585 $2.2M
Wedgewood Investors Inc. 2.58% — 17,560 $2.2M
Addison Advisors LLC 0.70% Add +9.3% 17,536 $2.2M
D. Scott Neal, Inc. 1.21% Add +8.5% 17,530 $2.2M
Beaird Harris Wealth Management, LLC 0.20% Add +19.7% 17,523 $2.2M
Blackston Financial Advisory Group, LLC 1.21% Add +503.8% 17,510 $2.2M
Shay Capital LLC 0.60% Add +224.1% 17,500 $2.2M
Value Aligned Research Advisors, LLC 0.47% New 17,494 $2.2M
Meridian Investment Counsel Inc. 0.68% Add +0.9% 17,455 $2.2M
Philip James Wealth Mangement, LLC 1.43% Add +1.0% 17,434 $2.2M
Levin Capital Strategies, L.P. 0.23% Add +35.9% 17,413 $2.2M
Burton Enright Welch 0.50% Reduce -0.2% 17,412 $2.2M
Interval Partners, LP 0.06% New 17,403 $2.1M
Aberdeen Wealth Management LLC 1.45% Add +87.1% 17,400 $2.1M
BetterWealth, LLC 0.68% Add +3.8% 17,376 $2.1M
Moisand Fitzgerald Tamayo, LLC 0.32% Reduce -4.8% 17,365 $2.1M
Red Spruce Capital, LLC 0.99% Add +1.7% 17,260 $2.1M
Armstrong Advisory Group, Inc. 0.19% Add +15.3% 17,253 $2.1M
ELCO Management Co., LLC 1.24% Add +2.1% 17,250 $2.1M
Woodmont Investment Counsel LLC 0.17% Add +15.1% 17,247 $2.1M
Cresta Advisors, Ltd. 1.26% Add +3.9% 17,230 $2.1M
Autumn Glory Partners, LLC 1.09% No change 17,220 $2.1M
NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd 9.16% New 17,220 $2.1M
Massachusetts Wealth Management 1.43% Add +1.2% 17,202 $2.1M
PBMares Wealth Management LLC 0.52% Add +33.3% 17,194 $2.1M
First PREMIER Bank 0.57% Add +0.3% 17,200 $2.1M
McIlrath & Eck, LLC 0.31% Reduce -5.0% 17,151 $2.1M
MSH Capital Advisors LLC 0.71% Add +25.0% 17,144 $2.1M
Disciplined Investments, LLC 1.13% Add +2.0% 17,140 $2.1M
Green Alpha Advisors, LLC 1.70% Reduce -5.1% 17,096 $2.1M
Bennett Selby Investments LP 0.95% Add +86.8% 17,091 $2.1M
Advisors Preferred, LLC 0.37% Add +42.9% 16,975 $2.1M
BlueChip Wealth Advisors LLC 1.24% Add +334.0% 17,057 $2.1M
First Command Advisory Services, Inc. 0.02% Add +2.0% 17,042 $2.1M
Fairhaven Wealth Management, LLC 0.70% Add +5.5% 17,040 $2.1M
Lake Hills Wealth Management, LLC 1.51% No change 17,030 $2.1M
Alternative Investment Advisors, LLC. 1.20% Add +10.7% 17,024 $2.1M
LWM Advisory Services, LLC 1.76% Reduce -25.6% 17,012 $2.1M
Gruss & Co., LLC 11.39% Add +54.5% 17,000 $2.1M
Rothschild Wealth LLC 0.68% Add +5.7% 16,918 $2.1M
Atlanta Consulting Group Advisors, LLC 0.45% Reduce -0.4% 16,898 $2.1M
Christensen, King & Associates Investment Services, Inc. 1.03% Add +8.1% 16,856 $2.1M
FRG Family Wealth Advisors LLC 0.40% Add +9.7% 19,969 $2.1M
Morton Capital Management LLC 0.49% Reduce -13.9% 16,841 $2.1M
Smith Chas P & Associates Pa Cpas 0.12% Add +12.6% 16,826 $2.1M
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.12% Add +161.3% 16,826 $2.1M
PCG Wealth Advisors, LLC 0.90% Add +43.1% 16,805 $2.1M
HF Advisory Group, LLC 1.07% Add +1.3% 16,791 $2.1M
Triad Wealth Partners, LLC 1.09% Add +62.3% 16,784 $2.1M
Cohen & Steers, Inc. 0.00% Add +3.6% 16,732 $2.1M
Members Wealth LLC 1.39% — 12,916 $2.1M
Orrstown Financial Services Inc. 1.09% Reduce -13.8% 16,705 $2.1M
Drucker Wealth 3.0, LLC 0.55% — 16,680 $2.1M
GW Henssler & Associates Ltd. 0.12% Add +5.6% 16,679 $2.1M
Sfm, LLC 1.55% Add +0.7% 16,670 $2.1M
Thrive Capital Management, LLC 0.94% Add +31.0% 16,655 $2.1M
Brio Consultants, LLC 0.34% Add +4.2% 16,654 $2.1M
Tamar Securities, LLC 0.33% Add +17.8% 16,636 $2.1M
Hershey Financial Advisers, LLC 1.84% — 16,624 $2.1M
Advisory Resource Group 0.46% Reduce -10.6% 16,604 $2.1M
FMB Wealth Management 1.55% Add +5.0% 16,530 $2.0M
MBM Wealth Consultants, LLC 0.70% Reduce -14.7% 15,522 $2.0M
Lee Financial Co 0.33% Add +13.9% 16,470 $2.0M
Princeton Global Asset Management LLC 0.45% Add +0.9% 16,461 $2.0M
Motley Fool Wealth Management, LLC 0.10% Reduce -10.8% 16,383 $2.0M
Capital Advisors, Ltd. LLC 0.26% Add +2.6% 16,441 $2.0M
Sugarloaf Wealth Management, LLC 0.36% Add +0.2% 16,430 $2.0M
BlackDiamond Wealth Management, LLC 1.33% Add +32.8% 19,308 $2.0M
W Advisors, LLC 1.33% Add +15.5% 16,381 $2.0M
Carmichael Hill & Associates, Inc. 0.82% Reduce -35.1% 16,374 $2.0M
White Pine Capital LLC 0.77% Add +1.0% 16,345 $2.0M
Weinberger Asset Management, Inc 0.95% Reduce -8.0% 16,332 $2.0M
Lifestyle Asset Management, Inc. 1.16% Reduce -18.6% 16,331 $2.0M
Profit Investment Management, LLC 1.26% Reduce -49.3% 16,316 $2.0M
Brave Asset Management Inc. 0.51% Reduce -1.3% 16,315 $2.0M
Corvex Management LP 0.09% No change 16,250 $2.0M
Oak Hill Wealth Advisors, LLC 0.61% — 16,246 $2.0M
Elevation Wealth Partners, LLC 0.95% Add +2.3% 16,223 $2.0M
Dunhill Financial, LLC 1.24% Reduce -42.4% 16,201 $2.0M
Disciplined Equity Management, Inc. 1.32% Reduce -16.5% 16,200 $2.0M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3.69% No change 16,200 $2.0M
Teza Capital Management LLC 0.24% Reduce -55.7% 16,175 $2.0M
Adamsbrown Wealth Consultants LLC 0.78% Add +11.2% 16,151 $2.0M
ICW Investment Advisors LLC 0.91% Add +2.9% 16,147 $2.0M
Talisman Wealth Advisors LLC 2.30% Reduce -1.5% 16,145 $2.0M
Bourne Lent Asset Management Inc. 0.76% Add +4.5% 16,140 $2.0M
Rbo & Co. LLC 0.36% No change 16,110 $2.0M
Blue Chip Partners, LLC 0.18% Add +4.4% 16,092 $2.0M
New Covenant Trust Company, N.A. 2.28% Reduce -3.5% 16,847 $2.0M
Burns Matteson Capital Management, LLC 1.25% Add +9.6% 16,069 $2.0M
Bank Hapoalim BM 0.29% Reduce -67.9% 16,065 $2.0M
Creekside Partners 1.10% — 16,047 $2.0M
MN Wealth Advisors, LLC 1.15% Reduce -0.5% 16,045 $2.0M
Mark Sheptoff Financial Planning, LLC 1.11% Reduce -15.5% 16,030 $2.0M
Proathlete Wealth Management LLC 0.93% Add +1.6% 15,984 $2.0M
BCGM Wealth Management, LLC 0.68% Add +13.9% 15,972 $2.0M
Josh Arnold Investment Consultant, LLC 1.70% New 15,945 $2.0M
IRON Financial LLC 1.10% Add +2.1% 15,926 $2.0M
Poehling Capital Management, INC. 0.54% Reduce -0.3% 15,917 $2.0M
Pacific Sage Partners, LLC 0.49% Add +5.1% 15,917 $2.0M
Qsemble Capital Management, LP 0.37% New 15,896 $2.0M
Sandy Cove Advisors, LLC 0.87% Reduce -10.0% 15,884 $2.0M
Seaport Global Advisors, LLC 7.02% Reduce -54.5% 15,867 $2.0M
Baron Wealth Management LLC 1.02% Reduce -20.6% 15,863 $2.0M
Mandatum Life Insurance Co Ltd 0.66% Reduce -18.8% 15,852 $2.0M
Wallington Asset Management, LLC 0.30% No change 15,820 $2.0M
Letson Investment Management, Inc. 0.86% No change 15,800 $2.0M
Investmark Advisory Group LLC 1.04% Add +27.3% 15,792 $2.0M
Allie Family Office LLC 1.17% Add +465.9% 15,790 $2.0M
Thomasville National Bank 0.16% Add +21.8% 15,765 $1.9M
Creative Capital Management Investments LLC 0.95% Add +1.0% 15,760 $1.9M
Missouri Trust & Investment Co 0.73% Add +9.5% 15,750 $1.9M
Signature Wealth Management Group 0.85% Add +1.4% 15,731 $1.9M
Wharton Business Group, LLC 0.10% Add +11.8% 15,706 $1.9M
Emfo, LLC 1.74% Add +42.6% 15,691 $1.9M
C M Bidwell & Associates Ltd. 1.29% No change 15,650 $1.9M
Sweeney & Michel, LLC 0.82% Add +1.2% 14,713 $1.9M
Capital Wealth Management, LLC 0.88% Add +1.6% 15,645 $1.9M
Fortis Group Advisors, LLC 0.38% Reduce -24.7% 15,639 $1.9M
Private Client Services, LLC 1.21% Add +5.1% 15,628 $1.9M
Fusion Capital, LLC 0.88% Add +4.5% 15,628 $1.9M
Benedict Financial Advisors Inc. 0.49% Reduce -2.9% 15,593 $1.9M
Collective Family Office LLC 0.57% Add +12.5% 15,590 $1.9M
Shelton Wealth Management, LLC 1.15% Reduce -37.9% 15,558 $1.9M
Enzi Wealth 0.85% New 15,268 $1.9M
Dimension Capital Management LLC 0.39% Reduce -15.6% 15,508 $1.9M
Hendley & Co. Inc. 0.69% Add +0.7% 15,500 $1.9M
Lavaca Capital LLC 1.05% New 15,500 $1.9M
Norris Perne & French LLP 0.14% Reduce -3.8% 15,484 $1.9M
LaSalle St. Investment Advisors, LLC 0.95% Reduce -25.1% 15,452 $1.9M
Legacy Financial Group, Inc. 0.72% Add +8.4% 15,387 $1.9M
Vance Wealth, LLC 0.78% Add +2.6% 15,320 $1.9M
Palisade Asset Management, LLC 0.20% No change 15,288 $1.9M
Benin Management CORP 0.57% Add +13.1% 15,284 $1.9M
Armstrong Henry H Associates Inc. 0.19% No change 15,250 $1.9M
Centennial Wealth Advisory LLC 0.81% Add +7.1% 15,218 $1.9M
Park Edge Advisors, LLC 0.57% Reduce -31.1% 15,199 $1.9M
Yelin Lapidot Holdings Management Ltd. 0.33% Reduce -32.4% 15,164 $1.9M
Towercrest Capital Management 0.31% Add +0.5% 15,130 $1.9M
Middleton & Co. Inc. 0.22% Add +3.1% 15,110 $1.9M
Krane Funds Advisors LLC 0.08% Reduce -8.7% 15,030 $1.9M
Secured Retirement Advisors, LLC 1.44% Add +16.3% 15,000 $1.9M
Aristides Capital LLC 0.77% Reduce -61.5% 15,000 $1.9M
Monashee Investment Management LLC 0.24% Add +50.0% 15,000 $1.9M
Ruggaard & Associates LLC 0.86% Add +253.1% 14,970 $1.8M
Southland Equity Partners LLC 0.53% Reduce -10.6% 14,965 $1.8M
Brown Wealth Management, LLC 0.74% Add +118.9% 14,953 $1.8M
Sterling Financial Group, Inc. 0.84% Add +2.9% 14,940 $1.8M
SMART Wealth LLC 0.74% Add +14.0% 14,894 $1.8M
Hyperion Partners, LLC 1.31% Add +8.0% 14,887 $1.8M
Emergent Wealth Advisors, LLC 1.48% Add +0.2% 14,729 $1.8M
Oxbow Advisors, LLC 0.22% Reduce -4.3% 14,870 $1.8M
Wendell David Associates Inc. 0.19% Add +8.8% 14,872 $1.8M
Baron Silver Stevens Financial Advisors, LLC 0.35% Reduce -9.4% 14,860 $1.8M
Bridge Advisory, LLC 0.90% Add +11.2% 14,839 $1.8M
Basepoint Wealth LLC 1.45% Reduce -6.4% 14,832 $1.8M
Warwick Investment Management, Inc. 0.43% Add +9.8% 14,817 $1.8M
Cross Staff Investments Inc 1.52% Add +0.7% 14,810 $1.8M
Schwarz Dygos Wheeler Investment Advisors LLC 0.51% Add +32.7% 14,805 $1.8M
Bluespring Wealth Management, LLC 0.20% Add +56.3% 14,768 $1.8M
Hutchens & Kramer Investment Management Group, LLC 1.01% Reduce -2.3% 14,670 $1.8M
Montchanin Asset Management, LLC 1.74% Reduce -1.7% 14,750 $1.8M
Koa Wealth Management, LLC 1.54% Add +1.7% 14,713 $1.8M
Affinity Investment Advisors, LLC 1.36% Add +7.3% 14,706 $1.8M
HTLF Bank 0.21% Reduce -1.9% 14,700 $1.8M
Whelan Financial 0.81% Add +22.9% 14,692 $1.8M
Strategic Investment Solutions, Inc. 0.59% — 15,508 $1.8M
Sharp Wealth Advisory, LLC 1.55% Add +0.2% 14,615 $1.8M
Cedar Wealth Management, LLC 0.58% Add +180.9% 14,580 $1.8M
Dynamic Technology Lab Private Ltd 0.20% Reduce -46.3% 14,581 $1.8M
Mechanics Financial Corp 0.92% Add +91.1% 14,560 $1.8M
Round Rock Advisors LLC 0.44% Add +8.1% 14,554 $1.8M
Regency Capital Management Inc.\DE 1.16% Reduce -2.7% 14,537 $1.8M
Smallwood Wealth Investment Management, LLC 1.39% Add +0.8% 14,520 $1.8M
Sage Advisors, LLC 1.45% Add +33.1% 14,483 $1.8M
Waypoint Capital Advisors, LLC 0.45% Reduce -72.6% 14,474 $1.8M
Genesee Capital Advisors, LLC 0.88% Add +116.9% 14,467 $1.8M
One Wealth Advisors, LLC 0.38% Add +25.0% 17,005 $1.8M
Heritage Oak Wealth Advisors LLC 0.93% — 14,335 $1.8M
Cedar Brook Financial Partners, LLC 13.30% Reduce -71.8% 14,313 $1.8M
Rooted Wealth Advisors, Inc. 0.78% Add +0.7% 14,576 $1.8M
Apeiron RIA LLC 0.54% Add +4.4% 14,266 $1.8M
McCollum Christoferson Group LLC 0.52% New 14,260 $1.8M
Alan B Lancz & Associates, Inc. 1.74% — 14,250 $1.8M
Cumberland Partners Ltd 0.13% Add +26.4% 14,250 $1.8M
Tobias Financial Advisors, Inc. 0.38% Add +31.9% 14,244 $1.8M
Campbell & CO Investment Adviser LLC 0.15% New 14,236 $1.8M
Tevis Investment Management 1.41% Add +23.2% 14,230 $1.8M
Sunesis Advisors, LLC 1.04% No change 14,220 $1.8M
Delta Capital Management LLC 1.08% Reduce -13.4% 14,200 $1.8M
Guyasuta Investment Advisors Inc. 0.13% Reduce -90.0% 3,533 $1.7M
New Insight Wealth Advisors 1.03% Add +7.4% 14,162 $1.7M
REDW Wealth LLC 0.46% Add +10.7% 14,116 $1.7M
Defender Capital, LLC. 0.59% No change 14,063 $1.7M
Pathway Financial Advisers, LLC 0.62% Add +0.2% 14,059 $1.7M
Clarus Wealth Advisors 0.92% Reduce -2.8% 12,853 $1.7M
Destiny Wealth Partners, LLC 0.31% Add +21.9% 14,034 $1.7M
49 Wealth Management, LLC 0.34% Add +12.5% 13,924 $1.7M
PARK CIRCLE Co 1.71% No change 14,000 $1.7M
Scott Capital Advisors, LLC 0.51% Add +37.9% 13,157 $1.7M
New Jersey Better Educational Savings Trust 3.44% Reduce -56.8% 13,923 $1.7M
Silver Lake Advisory, LLC 0.42% No change 13,887 $1.7M
Register Financial Advisors LLC 0.87% Add +1.6% 13,858 $1.7M
Altus Wealth Management, LLC 0.82% Add +3.6% 13,843 $1.7M
CM Wealth Advisors LLC 0.81% Reduce -45.6% 13,830 $1.7M
Partnership Wealth Management, LLC 1.26% Add +4506.3% 13,819 $1.7M
Fairfield, Bush & Co. 1.02% Reduce -0.5% 13,815 $1.7M
Solidarity Wealth, LLC 0.52% Add +0.7% 13,810 $1.7M
Donoghue Forlines LLC 0.48% Reduce -30.9% 13,786 $1.7M
Coordinated Financial Services, Inc. 1.48% Add +14.6% 13,771 $1.7M
Smart Money Group LLC 0.61% Reduce -0.9% 14,490 $1.7M
NDVR, Inc. 1.76% Reduce -1.3% 13,711 $1.7M
Guardian Financial Partners, LLC 1.12% Reduce -1.4% 13,701 $1.7M
FNY Investment Advisers, LLC 1.15% Reduce -64.0% 13,700 $1.7M
DCM Advisors, LLC 0.89% Reduce -22.3% 13,694 $1.7M
Security National Bank of So Dak 1.01% Reduce -5.9% 13,693 $1.7M
Palo Alto Wealth Advisors, LLC 1.17% No change 13,692 $1.7M
Groesbeck Investment Management Corp. 2.34% Reduce -6.2% 13,690 $1.7M
Cape Ann Savings Bank 1.05% Add +101.8% 13,680 $1.7M
Phocas Financial Corp. 0.19% No change 13,650 $1.7M
Elite Life Management LLC 6.53% Add +5.7% 13,627 $1.7M
Bright Futures Wealth Management, LLC. 0.91% Reduce -89.9% 15,681 $1.7M
Phillips Financial Management, LLC 0.14% Add +49.2% 13,590 $1.7M
Austin Wealth Management, LLC 0.39% Add +12.7% 13,125 $1.7M
Safeguard Financial, LLC 0.46% Add +62.5% 13,533 $1.7M
Spotlight Asset Group, Inc. 1.16% Add +3.8% 13,490 $1.7M
White Wing Wealth Management 1.33% Add +1.4% 13,479 $1.7M
Maia Wealth LLC 0.50% — 12,853 $1.7M
Berkshire Money Management, Inc. 0.20% Add +39.5% 13,360 $1.7M
Golden Road Advisors LLC 1.36% Add +5.5% 12,541 $1.6M
WESPAC Advisors, LLC 1.29% Add +52.2% 13,332 $1.6M
Dodds Wealth, LLC 0.64% Add +31.5% 12,530 $1.6M
M.D. Sass, LLC 0.13% No change 13,300 $1.6M
First Pacific Financial 0.42% Add +51.2% 13,292 $1.6M
Gibson Capital, LLC 0.36% Reduce -38.8% 13,283 $1.6M
Lane & Associates LLC 0.97% Add +55.3% 13,274 $1.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.19% Reduce -19.5% 13,271 $1.6M
Melfa Wealth Management, Inc. 1.14% Add +1.7% 13,220 $1.6M
Kelleher Financial Advisors 0.67% Reduce -3.5% 13,217 $1.6M
JFS Wealth Advisors, LLC 0.13% Add +3.6% 13,203 $1.6M
PICTET BANK & TRUST Ltd 1.66% New 13,190 $1.6M
River Global Investors LLP 0.45% Reduce -1.3% 13,160 $1.6M
Nvest Financial, LLC 1.00% Add +9.0% 13,146 $1.6M
17 Capital Partners, LLC 1.15% Add +7.1% 13,130 $1.6M
Avaii Wealth Management, LLC 0.90% Add +7.3% 13,126 $1.6M
Atlas Private Wealth Advisors 0.26% Add +113.3% 13,118 $1.6M
Strategy Asset Managers LLC 0.36% Reduce -91.4% 3,830 $1.6M
Kwmg, LLC 0.17% Reduce -4.0% 13,080 $1.6M
Bridgewealth Advisory Group, LLC 0.72% Add +16.7% 13,060 $1.6M
Eagle Bay Advisors LLC 0.97% Reduce -24.1% 13,018 $1.6M
Optivise Advisory Services LLC 0.87% — 13,013 $1.6M
Truepoint, Inc. 0.05% Add +1.4% 12,990 $1.6M
Rational Advisors, Inc. 0.16% Reduce -48.1% 12,985 $1.6M
Horizon Kinetics Asset Management LLC 0.03% Reduce -2.3% 12,960 $1.6M
Yarger Wealth Strategies, LLC 0.96% Add +1.9% 12,925 $1.6M
Rf&l Wealth Management, LLC 1.21% Add +18.3% 12,910 $1.6M
Aries Wealth Management 0.50% No change 12,910 $1.6M
Clearwater Capital Advisors, LLC 0.17% Add +22.8% 12,894 $1.6M
Exchange Bank 1.35% Reduce -4.6% 12,886 $1.6M
Gibson Wealth Advisors LLC 1.49% No change 12,860 $1.6M
Presidio Capital Management, LLC 1.11% Add +11.5% 12,853 $1.6M
Pettyjohn, Wood & White, Inc. 0.31% Add +11.3% 12,845 $1.6M
Smith Shellnut Wilson LLC 0.77% Add +7.1% 12,830 $1.6M
Privium Fund Management (UK) Ltd 0.62% Reduce -58.1% 12,330 $1.6M
Atticus Wealth Management, LLC 0.52% Add +5.1% 12,782 $1.6M
RS Crum Inc. 0.41% Add +25.9% 12,728 $1.6M
Mosaic Financial Group, LLC 1.13% Add +65.4% 12,717 $1.6M
Hamilton Capital, LLC 0.12% Reduce -24.0% 12,714 $1.6M
Fca Corp. 0.50% Add +3.0% 12,702 $1.6M
Gateway Advisory, LLC 0.27% Add +5.3% 12,693 $1.6M
Horizon Family Wealth, Inc. 1.19% No change 12,690 $1.6M
Castle Wealth Management LLC 0.75% Reduce -4.2% 12,616 $1.6M
Summit Financial Strategies, Inc. 0.19% Reduce -21.1% 12,604 $1.6M
Quantbot Technologies LP 0.08% Reduce -46.5% 12,592 $1.6M
Northstar Asset Management Inc. 0.40% Add +12.0% 12,590 $1.6M
KFG Wealth Management, LLC 0.62% Add +3.4% 12,575 $1.6M
Brown Capital Management LLC 0.03% New 12,568 $1.6M
Inspire Advisors, LLC 0.21% Add +5.6% 12,552 $1.6M
Main Street Group, LTD 0.72% Reduce -0.6% 12,466 $1.5M
Arcus Capital Partners, LLC 0.59% Reduce -13.6% 12,496 $1.5M
Dogwood Wealth Management LLC 0.95% Add +7.3% 12,485 $1.5M
First National Corp. /Ma/ 0.37% Reduce -25.8% 12,474 $1.5M
Veridan Wealth LLC 0.62% — 9,734 $1.5M
Mainsail Financial Group, LLC 0.91% Add +0.5% 12,446 $1.5M
Bell Investment Advisors, Inc 0.30% Add +2.6% 12,400 $1.5M
Flaharty Asset Management, LLC 0.23% Add +21.0% 12,394 $1.5M
Peak Asset Management, LLC 0.30% Reduce -4.7% 12,322 $1.5M
JNBA Financial Advisors 0.16% Add +7.3% 12,317 $1.5M
Nova R Wealth, Inc. 0.78% Reduce -9.9% 12,294 $1.5M
Acorn Creek Capital LLC 0.91% Add +6.0% 12,278 $1.5M
Emerald Advisors, LLC 0.23% Reduce -3.9% 12,277 $1.5M
Mosley Wealth Management 1.29% Reduce -14.3% 12,277 $1.5M
Detalus Advisors, LLC 0.52% Add +85.3% 12,246 $1.5M
Investment Advisory Group, LLC 0.58% Add +1.4% 12,242 $1.5M
Lantern Wealth Advisors, LLC 1.09% Add +2.2% 12,220 $1.5M
Brilliance Asset Management Ltd. 0.38% No change 12,210 $1.5M
Elmwood Wealth Management, Inc. 0.67% Add +2.1% 12,210 $1.5M
Levy Wealth Management Group, LLC 0.39% Add +11.1% 12,204 $1.5M
Schorn Wealth LLC 0.54% Reduce -7.1% 12,203 $1.5M
Denver PWM, LLC 0.60% Add +13.0% 12,200 $1.5M
Parkside Advisors LLC 0.38% No change 12,180 $1.5M
Unique Wealth Strategies, LLC 0.70% Reduce -90.0% 1,665 $1.5M
Trust Co. of Oklahoma 0.53% Add +10.2% 12,174 $1.5M
Northwest Capital Management Inc 0.55% Reduce -32.8% 12,115 $1.5M
Parkside Investments, LLC 0.24% Reduce -19.3% 12,100 $1.5M
Mendel Capital Management LLC 0.97% Add +6.6% 12,093 $1.5M
Lloyd Advisory Services, LLC. 0.70% Reduce -81.0% 12,064 $1.5M
Morling Financial Advisors, LLC 0.65% Reduce -15.6% 12,062 $1.5M
DBK Financial Counsel, LLC 1.62% Add +1.0% 12,028 $1.5M
Indie Asset Partners, LLC 1.18% Add +34.5% 12,026 $1.5M
Shearwater Capital LLC 1.09% No change 12,020 $1.5M
Atwood & Palmer Inc. 0.11% Add +8.8% 12,017 $1.5M
Aspire Capital Advisors LLC 0.49% Add +0.7% 12,005 $1.5M
Epic Trust Investment Advisors, LLC 1.63% Add +5.8% 12,003 $1.5M
HighVista Strategies LLC 0.54% New 12,000 $1.5M
Martin Investment Management, LLC 0.38% Add +3.5% 12,000 $1.5M
Madison Wealth Partners, Inc 0.51% Add +4.7% 11,980 $1.5M
Members Trust Co 0.04% Add +7.2% 11,925 $1.5M
JDM Financial Group LLC 1.00% Reduce -10.8% 11,001 $1.5M
Seamount Financial Group Inc. 1.20% Add +66.3% 11,923 $1.5M
Elser Financial Planning, Inc 0.25% — 11,911 $1.5M
Independent Investors Inc. 0.32% No change 11,900 $1.5M
Hilltop Partners LLC 0.54% Add +9.7% 11,897 $1.5M
Burke & Herbert Bank & Trust Co. 0.36% Add +404.0% 11,895 $1.5M
Osterweis Capital Management Inc. 0.10% Reduce -14.3% 11,865 $1.5M
Retirement Capital Strategies 0.59% Add +0.8% 11,855 $1.5M
Axq Capital, LP 0.34% Reduce -30.5% 11,820 $1.5M
Sutton Place Investors LLC 0.97% Add +65.0% 11,815 $1.5M
MPS Loria Financial Planners, LLC 0.47% Add +38.3% 11,808 $1.5M
Essex Private Wealth Management, LLC 3.71% Add +17.7% 11,806 $1.5M
AI-Squared Management Ltd 1.33% New 11,800 $1.5M
WoodTrust Financial Corp 0.23% Add +31.0% 11,780 $1.5M
Powell Investment Advisors, LLC 0.75% Add +6.0% 11,785 $1.5M
Affiance Financial, LLC 0.38% Add +7.0% 11,760 $1.5M
West Paces Advisors Inc. 0.38% Add +16.1% 11,740 $1.5M
Echo45 Advisors LLC 1.02% Reduce -19.0% 11,732 $1.4M
Verum Partners LLC 0.47% Reduce -6.5% 11,730 $1.4M
TBH Global Asset Management, LLC 0.32% Add +5.1% 11,706 $1.4M
Vigilare Wealth Management 0.64% Add +2.4% 11,705 $1.4M
Catalyst Private Wealth, LLC 0.76% Reduce -10.6% 11,699 $1.4M
Boston Research & Management Inc. 0.37% No change 11,700 $1.4M
Mengis Capital Management, Inc. 0.29% Add +49.3% 11,690 $1.4M
Raffa Wealth Management, LLC 0.41% Reduce -3.6% 11,662 $1.4M
Solstein Capital, LLC 0.94% No change 11,640 $1.4M
Unconventional Investor, LLC 1.01% Add +3.6% 11,624 $1.4M
Planned Solutions, Inc. 0.71% Reduce -12.5% 11,620 $1.4M
Deroy & Devereaux Private Investment Counsel Inc. 0.09% Reduce -3.3% 11,600 $1.4M
Monte Financial Group, LLC 0.63% Reduce -15.4% 11,594 $1.4M
MBA Advisors LLC 0.73% Add +7.3% 11,575 $1.4M
Avalon Capital Management 0.45% Add +7.5% 11,560 $1.4M
Taylor Hoffman Wealth Management 0.58% Reduce -5.4% 11,470 $1.4M
MIdWestOne Financial Group, Inc. 0.26% Add +15.2% 11,540 $1.4M
MBE Wealth Management, LLC 0.86% Add +5.0% 11,530 $1.4M
Integrated Investment Consultants, LLC 0.39% Reduce -90.0% 1,576 $1.4M
RW Investment Management LLC 0.19% Add +3.7% 11,499 $1.4M
Chemistry Wealth Management LLC 0.37% Add +17.4% 11,498 $1.4M
Tybourne Capital Management (hk) Ltd. 0.29% Reduce -38.3% 11,466 $1.4M
Fourpath Capital Management, LLC 1.05% Reduce -6.0% 11,463 $1.4M
Cheviot Value Management, LLC 0.28% Add +4.5% 11,440 $1.4M
Investment Advisory Services Inc. /TX 0.52% Add +7.4% 11,431 $1.4M
Francis Financial, Inc. 0.43% Add +33.1% 11,431 $1.4M
Revisor Wealth Management LLC 0.98% Reduce -45.4% 11,408 $1.4M
Beta Wealth Group, Inc. 0.67% Add +128.3% 11,392 $1.4M
Lighthouse Investment Partners, LLC 0.08% Add +126.7% 11,337 $1.4M
Rodgers & Associates, LTD 0.18% Add +3.8% 11,335 $1.4M
Earnest Partners LLC 0.01% No change 11,330 $1.4M
American Institute for Advanced Investment Management, LLP 1.07% Add +36.8% 11,300 $1.4M
RHS Financial, LLC 0.85% Add +26.1% 11,275 $1.4M
Encompass More Asset Management 0.99% Add +71.3% 11,274 $1.4M
Evolution Wealth Advisors, LLC 0.27% Add +96.5% 11,259 $1.4M
Abound Wealth Management 0.51% Add +3.1% 11,211 $1.4M
Bear Mountain Capital, Inc. 0.56% Reduce -11.6% 10,711 $1.4M
Pin Oak Investment Advisors Inc. 1.32% Add +26.9% 11,193 $1.4M
Precedent Wealth Partners, LLC 0.56% Reduce -0.5% 11,182 $1.4M
McGlone Suttner Wealth Management, Inc. 0.28% Reduce -91.0% 2,788 $1.4M
Oxford Asset Management LLP 1.37% Add +226.2% 11,155 $1.4M
Earned Wealth Advisors, LLC 0.52% Add +16.9% 11,152 $1.4M
Summit Wealth & Retirement Planning, Inc. 0.47% Reduce -2.5% 11,146 $1.4M
Retirement Planning Group, LLC 0.09% Add +76.7% 11,131 $1.4M
Armor Investment Advisors, LLC 0.63% No change 11,130 $1.4M
Sugar Maple Asset Management, LLC 1.33% Add +11.8% 11,111 $1.4M
Intelligence Driven Advisers, LLC 0.19% Add +119.1% 11,108 $1.4M
Landscape Capital Management, L.L.C. 0.12% Reduce -49.9% 11,106 $1.4M
Lockerman Financial Group, Inc. 2.49% Add +57.5% 11,104 $1.4M
Lifeworks Advisors, LLC 0.38% Reduce -5.6% 11,074 $1.4M
Cassia Capital Partners, LLC 0.90% Reduce -9.8% 11,004 $1.4M
Capital Wealth Planning, LLC 0.01% Reduce -3.5% 10,987 $1.4M
Tarbox Family Office, Inc. 0.24% No change 10,930 $1.4M
Eight 31 Financial, LLC 1.04% Reduce -2.1% 10,930 $1.4M
HC Advisors, LLC 1.25% Add +1.5% 10,926 $1.3M
Goepper Burkhardt LLC 0.61% Add +2.6% 10,903 $1.3M
Berry Wealth Group, LP 1.07% Add +4.4% 10,871 $1.3M
Dash Acquisitions Inc. 0.37% Add +1.1% 11,361 $1.3M
Black Diamond Financial, LLC 0.26% Add +20.0% 10,840 $1.3M
Marathon Mission, Inc. 1.01% No change 10,830 $1.3M
Hoffman, Alan N Investment Management 0.66% Add +3.4% 10,800 $1.3M
Brand Asset Management Group, Inc. 0.56% Add +15.1% 10,760 $1.3M
Baker Chad R 0.28% Reduce -1.8% 10,750 $1.3M
Altshuler Shaham Ltd 0.05% Add +26760.0% 10,744 $1.3M
Wagner Wealth Management, LLC 0.40% Add +17.8% 10,732 $1.3M
HighMark Wealth Management LLC 0.80% Add +7.7% 10,776 $1.3M
Hansen & Associates Financial Group, Inc. 0.70% Reduce -95.9% 1,431 $1.3M
Oder Investment Management, LLC 1.20% Add +1.3% 10,704 $1.3M
Grandfield & Dodd, LLC 0.08% Reduce -28.2% 10,673 $1.3M
Noesis Capital Mangement Corp. 0.29% Add +86.5% 10,670 $1.3M
TAGStone Capital, Inc. 0.75% Add +8.1% 10,658 $1.3M
Hoge Financial Services, LLC 1.08% Add +76.6% 10,650 $1.3M
Virtus Advisers, LLC 0.64% Reduce -16.2% 10,610 $1.3M
Linscomb Wealth, Inc. 0.07% Add +27.1% 10,587 $1.3M
GDS Wealth Management 0.14% Add +20.9% 10,575 $1.3M
Retirement Investment Advisors, Inc. 0.16% — 10,564 $1.3M
Verdad Advisers, LP 1.51% Add +33.1% 10,552 $1.3M
Tiller Private Wealth, Inc. 0.57% Add +1.2% 10,545 $1.3M
Cora Capital Advisors LLC 0.67% Add +23.0% 10,527 $1.3M
Tradewinds Capital Management, LLC 0.38% Add +11.9% 10,487 $1.3M
LGL Partners, LLC 0.19% Add +112.5% 10,475 $1.3M
Beacon Financial Planning, Inc. 0.88% Reduce -10.8% 10,464 $1.3M
BCS Wealth Management 0.63% Add +24.4% 10,461 $1.3M
Private Wealth Strategies, L.L.C. 0.26% Add +239.3% 10,451 $1.3M
Allen Mooney & Barnes Investment Advisors LLC 0.23% Add +27.2% 10,429 $1.3M
Legacy PCG, LLC 0.81% Add +26.2% 10,415 $1.3M
Deerfield Management Company, L.P. 0.02% Add +9.6% 10,400 $1.3M
GHP Investment Advisors, Inc. 0.06% Add +2.3% 10,361 $1.3M
Pine Haven Investment Counsel, Inc 1.10% Reduce -3.8% 10,355 $1.3M
Strategic Financial Services, Inc. 0.08% Reduce -12.8% 10,354 $1.3M
Mma Asset Management LLC 0.60% Add +2.5% 10,340 $1.3M
First Bancorp, Inc 0.94% Reduce -2.7% 10,340 $1.3M
Family Capital Management, Inc. 0.87% Reduce -23.2% 10,339 $1.3M
Godsey & Gibb, Inc. 0.13% Add +40.1% 10,325 $1.3M
Wells Trecaso Financial Group, LLC 0.44% Add +1.7% 10,323 $1.3M
Hunter Associates Investment Management LLC 0.21% Add +6.3% 10,320 $1.3M
Petix & Botte Co 0.36% Add +108.1% 10,280 $1.3M
Arcataur Capital Management LLC 0.45% Add +1.6% 10,280 $1.3M
STAR Financial Bank 0.98% Reduce -0.5% 10,270 $1.3M
KilterHowling LLC 0.86% Reduce -1.4% 10,270 $1.3M
CMG Global Holdings, LLC 0.84% Add +6.0% 10,268 $1.3M
Tidemark, LLC 0.58% Add +2.2% 10,243 $1.3M
Aerodigm Wealth, LLC 0.58% Reduce -81.9% 10,240 $1.3M
LBMC Investment Advisors, LLC 0.11% Add +98.0% 10,236 $1.3M
Udine Wealth Management, Inc. 0.88% Add +2.3% 10,220 $1.3M
Selective Wealth Management, Inc. 0.56% Add +7.4% 9,604 $1.3M
Kooman & Associates 0.51% Add +1.3% 10,210 $1.3M
AIMZ Investment Advisors, LLC 0.45% Add +6.3% 10,210 $1.3M
Hobbs Group Advisors, LLC 0.48% — 10,132 $1.3M
Wealthcare Capital Management LLC 0.13% Add +0.2% 10,120 $1.3M
Alliance Wealth Advisors, LLC 0.79% Add +43.5% 10,103 $1.2M
Birch Capital Management, LLC 0.65% Add +0.5% 10,070 $1.2M
FOCUS Wealth Advisors, LLC 0.64% Add +11.8% 10,070 $1.2M
Security Financial Services, INC. 0.27% Add +13.3% 10,061 $1.2M
Phoenix Wealth Advisors 0.62% Reduce -0.1% 10,037 $1.2M
Susquehanna International Group Ltd. 0.31% Reduce -17.9% 10,028 $1.2M
Bank of Nova Scotia Trust Co. 0.14% Reduce -43.5% 10,024 $1.2M
WestHill Financial Advisors, Inc. 0.30% Reduce -4.8% 10,011 $1.2M
Delta Accumulation, LLC 6.91% Add +100.0% 10,000 $1.2M
Southport Management, L.L.C. 5.53% No change 10,000 $1.2M
Alpha Square Group S LLC 2.29% Add +8.7% 10,000 $1.2M
Advent Capital Management 2.22% New 10,000 $1.2M
Merrion Investment Management Co, LLC 0.85% No change 10,000 $1.2M
Magnolia Capital Management Ltd. 1.04% No change 10,000 $1.2M
Pensionfund Sabic 0.36% No change 10,000 $1.2M
Braun-Bostich & Associates Inc. 0.92% Reduce -31.6% 9,994 $1.2M
Global Wealth Strategies & Associates 0.44% Reduce -5.4% 9,966 $1.2M
Power Wealth Management LLC 0.59% Reduce -21.2% 9,963 $1.2M
Councilor Wealth, LLC 0.63% Add +4.4% 9,948 $1.2M
Signature Wealth Management Partners, LLC 0.93% Add +8.0% 9,938 $1.2M
Fulcrum Equity Management 1.10% Add +41.0% 9,937 $1.2M
Cherry Tree Wealth Management, LLC 0.31% Add +51.0% 9,919 $1.2M
GGM Financial LLC 1.13% — 9,908 $1.2M
Blue Bell Private Wealth Management, LLC 0.25% Add +4.7% 9,869 $1.2M
Fairfield Financial Advisors, LTD 0.36% — 9,860 $1.2M
Pps&v Asset Management Consultants, Inc. 0.87% Reduce -16.2% 9,842 $1.2M
SPC Financial, Inc. 0.11% Add +0.5% 9,840 $1.2M
Matthew Goff Investment Advisor, LLC 0.25% New 9,791 $1.2M
Vaughan David Investments LLC 0.03% Reduce -23.9% 9,782 $1.2M
Madrona Financial Services, LLC 0.37% Reduce -5.5% 9,767 $1.2M
Planning Directions Inc. 0.82% Add +4.5% 9,767 $1.2M
TLWM 0.27% Add +23.1% 9,765 $1.2M
Heartwood Wealth Advisors LLC 0.14% Reduce -7.9% 9,760 $1.2M
PCA Investment Advisory Services Inc. 0.63% Add +1.7% 9,750 $1.2M
SilverOak Wealth Management LLC 0.29% Reduce -4.6% 9,746 $1.2M
Adapt Wealth Advisors, LLC 0.75% Add +62.3% 9,740 $1.2M
Chris Bulman Inc 0.82% — 9,739 $1.2M
Simplify Asset Management Inc. 0.11% Reduce -5.7% 9,734 $1.2M
Hibernia Wealth Partners, LLC 0.42% Add +28.0% 9,731 $1.2M
Kennicott Capital Management LLC 0.50% No change 9,730 $1.2M
Blueshift Asset Management, LLC 0.40% Add +28.2% 9,715 $1.2M
Riverstone Advisors, LLC 0.74% Reduce -4.5% 9,698 $1.2M
Shakespeare Wealth Management, LLC 0.35% Add +1.3% 9,696 $1.2M
General Partner, Inc. 0.76% No change 9,650 $1.2M
Juncture Wealth Strategies, LLC 0.50% Add +130.5% 9,635 $1.2M
West Bancorporation Inc. 0.88% Reduce -10.6% 9,623 $1.2M
CSM Advisors, LLC 0.08% Reduce -4.5% 9,600 $1.2M
Seelaus Asset Management LLC 1.23% Add +1.5% 9,590 $1.2M
WBH Advisory Inc. 0.12% Reduce -1.3% 9,585 $1.2M
Cape Investment Advisory, Inc. 0.53% Add +60.6% 9,574 $1.2M
Dominguez Wealth Management Solutions, Inc. 0.89% Add +0.7% 9,573 $1.2M
Stockman Wealth Management, Inc. 0.21% Reduce -88.5% 9,565 $1.2M
Sonata Capital Group Inc. 0.61% Add +26.4% 9,543 $1.2M
Atwater Malick LLC 0.41% Add +1.7% 9,540 $1.2M
Lutz Financial Services LLC 0.10% Add +33.3% 9,506 $1.2M
Elevated Capital Advisors, LLC 0.33% Reduce -4.4% 9,495 $1.2M
Augustine Asset Management Inc. 0.45% Add +0.4% 9,470 $1.2M
Sachetta, LLC 0.51% Add +56.9% 11,265 $1.2M
Aigen Investment Management, LP 0.23% New 9,451 $1.2M
Next Capital Management LLC 0.49% Reduce -13.2% 9,440 $1.2M
Breed's Hill Capital LLC 1.03% No change 9,420 $1.2M
Burford Brothers, Inc. 0.68% Add +40.1% 9,413 $1.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.30% Add +167.2% 9,379 $1.2M
Curbstone Financial Management Corp 0.25% Reduce -1.1% 9,376 $1.2M
Union Savings Bank 0.61% Add +0.9% 9,370 $1.2M
CCG Wealth Management, LLC 0.65% Add +59.6% 9,367 $1.2M
Roberts Wealth Advisors, LLC 0.39% Reduce -12.1% 8,780 $1.2M
Horizon Bancorp Inc. 0.55% Add +5.6% 9,312 $1.1M
Uptick Partners, LLC 0.88% Reduce -90.0% 1,272 $1.1M
Wick Capital Partners, LLC 0.40% Reduce -23.6% 9,303 $1.1M
Northeast Financial Group, Inc. 0.49% Reduce -14.5% 9,299 $1.1M
Fortitude Family Office, LLC 0.65% Add +14.0% 9,281 $1.1M
Von Berge Wealth Management Group, LLC 0.73% Reduce -9.8% 9,210 $1.1M
Gray Wealth Management Inc. 0.49% Reduce -2.0% 9,256 $1.1M
LifePlan Investment Advisors, Inc. 0.82% Add +1.4% 9,241 $1.1M
AllSquare Wealth Management LLC 0.69% No change 9,240 $1.1M
Foster & Motley Inc. 0.08% Add +1.8% 9,225 $1.1M
Cordgrass Capital Advisors, LLC 0.36% Reduce -12.4% 9,210 $1.1M
Canton Hathaway, LLC 0.31% No change 9,200 $1.1M
Private Management Group Inc. 0.04% Add +17.0% 9,186 $1.1M
Lipe & Dalton 0.61% Add +1.9% 9,170 $1.1M
Amarillo National Bank 0.22% Add +7.3% 9,164 $1.1M
MKT Advisors LLC 0.56% Add +3.5% 8,603 $1.1M
jvl associates llc 0.45% Reduce -0.2% 9,130 $1.1M
JCIC Asset Management Inc. 0.46% Add +3.4% 9,120 $1.1M
Carmel Capital Partners, LLC 0.47% Reduce -2.9% 9,109 $1.1M
Mfa Wealth Advisors, LLC 0.25% Add +3.0% 9,076 $1.1M
Heritage Wealth Management, Inc. 1.08% Reduce -2.1% 9,071 $1.1M
Friedenthal Financial 0.70% Reduce -22.5% 9,067 $1.1M
Better Money Decisions, LLC 0.84% Add +24.7% 9,063 $1.1M
ARK & TLK Investments, LLC 0.42% Add +12.4% 9,030 $1.1M
WPWealth LLP 0.27% Add +3.6% 9,023 $1.1M
Professional Advisory Services Inc. 0.14% No change 9,000 $1.1M
Barry Investment Advisors, LLC 0.37% Add +6.7% 8,996 $1.1M
Hill Island Financial LLC 0.36% Add +6.6% 8,990 $1.1M
Buffington Mohr McNeal 0.19% Add +8.0% 8,985 $1.1M
Ameraudi Asset Management, Inc. 0.51% Add +12.8% 8,980 $1.1M
Market Street Wealth Management Advisors LLC 0.19% Add +36.6% 8,964 $1.1M
EWG Elevate Inc. 0.40% Add +4.8% 8,960 $1.1M
Lokken Investment Group LLC 0.52% Add +25.8% 8,930 $1.1M
MTM Investment Management, LLC 0.45% No change 8,920 $1.1M
Jackson Hole Capital Partners, LLC 0.24% New 8,920 $1.1M
Johnson Bixby & Associates, LLC 0.18% No change 8,910 $1.1M
Seven Springs Wealth Group, LLC 0.44% Reduce -0.1% 8,910 $1.1M
Charter Oak Capital Management, LLC 0.11% Reduce -1.4% 8,882 $1.1M
Retirement Income Solutions, Inc. 0.26% Reduce -12.0% 8,868 $1.1M
Northstar Group, Inc. 0.22% Add +1.5% 8,860 $1.1M
Lincoln Capital Corp. 0.47% Add +8.1% 8,821 $1.1M
Tanager Wealth Management LLP 0.16% Add +12.4% 8,824 $1.1M
Aviso Financial Inc. 0.06% — 8,823 $1.1M
Yeomans Consulting Group, Inc. 0.42% Reduce -18.6% 8,810 $1.1M
Inspirion Wealth Advisors, LLC 0.17% Add +13.1% 8,796 $1.1M
Capital Wealth Alliance, LLC 0.62% Add +44.4% 8,795 $1.1M
Pitti Group Wealth Management, LLC 1.18% Reduce -88.5% 2,193 $1.1M
Chelsea Counsel Co. 0.54% Add +232.9% 8,790 $1.1M
Rogco, LP 0.44% Add +2.7% 8,790 $1.1M
Duncan Williams Asset Management, LLC 0.91% Add +60.7% 8,772 $1.1M
Dividend Assets Capital, LLC 0.22% No change 8,760 $1.1M
Moody Aldrich Partners LLC 0.21% Reduce -33.0% 8,745 $1.1M
Bell & Brown Wealth Advisors, LLC 0.41% Add +59.8% 8,740 $1.1M
J. L. Bainbridge & Co., Inc. 0.11% Add +7.5% 8,739 $1.1M
Twin Lakes Capital Management, LLC 0.74% No change 8,732 $1.1M
SeaBridge Investment Advisors LLC 0.28% Add +12.8% 8,722 $1.1M
LVM Capital Management Ltd. 0.12% Reduce -4.9% 8,720 $1.1M
Matrix Asset Advisors Inc. 0.13% Add +14.5% 8,700 $1.1M
Chicago Wealth Management, Inc. 0.62% Reduce -3.3% 8,700 $1.1M
Catalyst Capital Advisors LLC 0.02% Reduce -3.0% 8,653 $1.1M
Leslie Global Wealth, LLC 0.62% — 8,652 $1.1M
Rodgers Brothers Inc. 0.14% Reduce -3.6% 8,640 $1.1M
Edge Wealth Management LLC 0.22% Reduce -31.3% 8,632 $1.1M
Lynx Investment Advisory 0.79% — 8,620 $1.1M
Renasant Bank 0.73% Reduce -31.2% 8,586 $1.1M
Capital Investment Counsel, LLC 0.21% Add +9.6% 8,585 $1.1M
DHK Financial Advisors, Inc. 0.74% New 8,585 $1.1M
Pettinga Financial Advisors LLC 0.27% Add +32.5% 8,575 $1.1M
Motiv8 Investments LLC 0.79% Reduce -24.0% 8,560 $1.1M
Wallace Advisory Group, LLC 0.76% Reduce -31.1% 8,542 $1.1M
Hubbell Strickland Wealth Management, LLC 0.53% Reduce -0.1% 8,538 $1.1M
Thompson Davis & Co., Inc. 0.91% Add +1.4% 8,514 $1.1M
Roth Financial Partners LLC 0.45% No change 8,500 $1.1M
Jackson Thornton Wealth Management, LLC 0.16% Add +72.3% 8,494 $1.0M
Brookmont Capital Management 0.57% Add +2.9% 8,455 $1.0M
Eagle Wealth Strategies LLC 0.84% Add +72.1% 8,451 $1.0M
TD Capital Management LLC 0.11% Add +1.5% 8,442 $1.0M
Clear Investment Research, LLC 1.36% Reduce -16.0% 8,438 $1.0M
PFG Private Wealth Management, LLC 0.63% Reduce -2.8% 8,421 $1.0M
Ellis Investment Partners, LLC 0.22% Add +50.9% 8,388 $1.0M
Foundry Partners, LLC 0.06% No change 8,350 $1.0M
Saiph Capital, LLC 0.46% Add +12.1% 8,339 $1.0M
Marino, Stram & Associates LLC 0.25% Add +9.5% 8,319 $1.0M
Stage Harbor Financial, LLC 0.99% Reduce -5.2% 8,315 $1.0M
Fairview Capital Investment Management, LLC 0.06% Add +1.2% 8,310 $1.0M
Objectivity Squared, LLC 0.78% Add +33.7% 8,113 $1.0M
Farmers Trust Co. 0.21% Reduce -2.9% 8,290 $1.0M
Concentric Wealth Management, LLC 0.27% Add +32.8% 8,276 $1.0M
FWG Investments, LLC. 1.03% Add +22.7% 8,260 $1.0M
Gallacher Capital Management LLC 0.54% Add +4.1% 8,245 $1.0M
Client 1ST Advisory Group, LLC 0.44% Add +2.9% 8,240 $1.0M
Operose Advisors LLC 0.36% Add +7.2% 8,230 $1.0M
AdvisorShares Investments LLC 0.18% Add +71.3% 8,170 $1.0M
Marathon Capital Management 0.26% Reduce -19.8% 8,220 $1.0M
Compass Financial Group, INC 0.22% Add +3.6% 8,215 $1.0M
Values Added Financial LLC 0.73% Add +16.0% 8,200 $1.0M
Visionary Horizons, LLC 0.74% Add +3.5% 8,178 $1.0M
Instrumental Wealth, LLC 1.04% Add +4.1% 8,954 $1.0M
TCP Asset Management, LLC 0.25% Reduce -3.1% 8,137 $1.0M
Heritage Investment Group, Inc. 0.14% Reduce -3.0% 8,130 $1.0M
Silverlake Wealth Management LLC 0.41% Add +94.8% 8,102 $1.0M
Lombard Odier Asset Management (USA) Corp 0.44% Reduce -59.5% 8,100 $1.0M
Somerset Group LLC 0.89% New 8,088 $999K
Guardian Capital Advisors LP 0.11% Add +38.1% 7,401 $998K
RFP Financial Group LLC 0.37% Reduce -15.6% 8,073 $997K
Opus Capital Group, LLC 0.14% Add +2.5% 8,029 $992K
Wealthspan Partners, LLC 0.55% Add +7.6% 8,028 $992K
Conrad Siegel Investment Advisors, Inc. 0.29% Add +14.0% 8,024 $991K
Bernardo Wealth Planning LLC 0.27% Add +73.1% 7,996 $988K
DMC Group, LLC 0.85% Reduce -4.7% 7,990 $987K
Granite Bay Wealth Management, LLC 0.53% Add +35.4% 7,963 $984K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 12.46% New 7,957 $983K
Shulman DeMeo Asset Management LLC 0.26% Add +11.3% 7,949 $982K
Skyline Advisors, Inc. 0.43% Reduce -2.2% 7,940 $981K
HRC Wealth Management, LLC 0.67% Add +20.1% 7,937 $981K
Copperleaf Capital, LLC 0.78% Add +11.6% 7,921 $979K
Towne Trust Company, N.A 0.38% Reduce -10.2% 7,900 $976K
Ballast, Inc. 0.30% Add +18.6% 7,890 $975K
Bridgefront Capital, LLC 0.40% Reduce -12.7% 7,857 $971K
Karpas Strategies, LLC 0.30% No change 7,850 $970K
ACT Advisors, LLC. 0.50% Add +23.3% 7,842 $969K
Alliance Wealth Advisors, LLC 0.28% Add +14.1% 7,814 $965K
Well Done, LLC 0.20% Add +246.6% 7,799 $963K
OneAscent Wealth Management LLC 0.50% Reduce -1.0% 7,772 $960K
Live Oak Private Wealth LLC 0.17% Add +2.6% 7,770 $960K
Sather Financial Group Inc 0.07% Add +34.8% 7,750 $957K
Pacific Sun Financial Corp 0.57% Add +10.8% 7,743 $957K
CJM Wealth Advisers, Ltd. 0.35% Reduce -14.0% 7,688 $956K
Index Fund Advisors, Inc. 0.05% Add +13.5% 7,727 $955K
Oxinas Partners, LLC 0.63% Add +11.7% 7,709 $952K
Campbell Wealth Management 0.31% Add +1.2% 7,710 $952K
Smith Thornton Advisors LLC 0.70% — 7,698 $951K
Hall Capital Management Co. Inc. 0.45% Add +186.3% 7,643 $944K
WealthTrust Axiom LLC 0.31% Add +22.4% 7,641 $944K
Front Street Capital Management, Inc. 0.18% Add +3.0% 7,625 $942K
Smith & Howard Wealth Management, LLC 0.28% No change 7,620 $941K
Sanctuary Wealth Management, L.L.C. 0.71% Add +12.2% 7,616 $941K
Greenwood Capital Associates LLC 0.12% Add +4.9% 7,605 $940K
Affinity Capital Advisors, LLC 0.20% Add +11.8% 7,603 $939K
Unionview, LLC 0.77% Reduce -3.5% 7,600 $939K
Ridgewood Investments LLC 0.47% Add +7.1% 7,580 $936K
Stephens Investment Management Group LLC 0.01% Reduce -22.3% 7,580 $936K
Intergy Private Wealth, LLC 0.39% Add +5.6% 7,580 $936K
Caerus Investment Advisors, LLC 0.91% Add +2.9% 7,560 $934K
Tandem Capital Management Corp. 0.51% Reduce -10.1% 7,420 $934K
Pinkerton Wealth, LLC 0.14% Reduce -18.4% 7,556 $933K
Mosaic Advisors LLC 0.75% Add +91.2% 7,554 $933K
Silvia McColl Wealth Management, LLC 0.77% Add +1.4% 7,552 $933K
International Private Wealth Advisors LLC 1.56% Add +55.2% 7,512 $928K
Reston Wealth Management LLC 0.37% Add +0.6% 7,511 $928K
Sachem Hill LLC 0.20% No change 7,500 $927K
Paulson Wealth Management Inc. 0.27% Add +3.6% 7,489 $925K
Cottonwood Capital Advisors, LLC 0.72% Reduce -1.8% 7,038 $925K
Shared Vision Wealth Group LLC 0.54% Add +41.3% 7,461 $922K
Hudson Edge Investment Partners Inc. 0.18% No change 7,440 $919K
Gibbs Wealth Management 0.37% Add +119.2% 7,430 $918K
Cadent Capital Advisors, LLC 0.37% New 7,427 $917K
Heck Capital Advisors, LLC 0.11% Reduce -0.6% 7,425 $917K
Veery Capital, LLC 0.37% Reduce -0.6% 7,419 $917K
Traction Financial Partners, LLC 0.67% Add +19.6% 7,451 $915K
Schneider Downs Wealth Management Advisors, LP 0.20% Reduce -9.0% 7,409 $915K
Wealth Advisors of Iowa, LLC 0.51% Add +7.3% 7,404 $915K
CapWealth Advisors, LLC 0.12% Add +61.7% 7,390 $913K
Alliance Wealth Management Group 0.26% Add +9.0% 7,380 $912K
Trust Co 0.12% Reduce -42.3% 7,371 $911K
Valued Retirements, Inc. 1.38% No change 7,364 $910K
WFA of San Diego, LLC 0.82% — 7,362 $910K
Atlas Wealth LLC 0.16% Add +9.4% 7,077 $908K
Ritter Daniher Financial Advisory LLC / DE 0.29% Add +18.7% 7,345 $907K
Act Wealth Management, LLC 0.45% Add +200.9% 7,341 $907K
Townsend & Associates, Inc 0.10% Reduce -4.1% 8,011 $906K
Provident Investment Management, Inc. 0.08% Add +12.3% 7,300 $902K
Chaney Capital Management, Inc. 0.60% Reduce -2.0% 7,293 $901K
Stamos Capital Partners, L.P. 0.19% Add +37.5% 7,290 $901K
BBR Partners, LLC 0.07% Reduce -4.7% 7,290 $901K
JARISLOWSKY, FRASER Ltd 0.01% No change 7,280 $899K
JFG Wealth Management, LLC 0.26% Add +4.5% 7,273 $898K
Caldwell Sutter Capital, Inc. 0.45% Add +41.7% 7,271 $898K
Clark Asset Management, LLC 0.25% Add +12.6% 7,260 $897K
Stone House Investment Management, LLC 0.23% Add +6.1% 7,256 $896K
Cambridge Financial Group, LLC 0.41% Add +2.5% 7,246 $895K
Matisse Capital 0.44% Reduce -47.4% 7,228 $893K
Brass Tax Wealth Management, Inc. 0.17% New 7,216 $891K
Carson Advisory Inc. 0.62% Add +3.8% 7,205 $890K
Alpha Financial Partners LLC 0.77% Add +16.7% 7,198 $889K
Clearview Wealth Advisors LLC 0.78% Reduce -11.9% 7,186 $888K
Higgins & Schmidt Wealth Strategies LLC 0.64% Add +1.0% 7,183 $887K
Institutional & Family Asset Management, LLC 0.14% Add +9.8% 7,178 $887K
Crescent Sterling, Ltd. 0.85% Add +13.7% 7,175 $886K
Cornerstone Planning Group LLC 0.25% Add +3.4% 8,822 $886K
MorganRosel Wealth Management, LLC 0.31% Add +1.3% 7,170 $886K
Halter Ferguson Financial Inc. 0.63% Reduce -88.7% 7,155 $884K
Core Wealth Advisors, Inc. 0.30% Add +21.9% 7,153 $884K
TrueWealth Advisors, LLC 0.33% Add +16.3% 7,152 $884K
Vertex Planning Partners, LLC 0.23% Add +10.1% 7,146 $883K
Zuckerman Investment Group, LLC 0.10% Add +58.1% 7,132 $881K
Birchbrook, Inc. 0.53% Add +733.5% 7,085 $875K
Awm Capital, LLC 0.13% Add +178.8% 7,055 $872K
Clarkston Capital Partners, LLC 0.02% Reduce -13.9% 7,040 $870K
Prairie Sky Financial Group LLC 0.54% Add +10.0% 7,040 $870K
Financial Freedom, LLC 0.49% Add +28.6% 7,036 $869K
Biechele Royce Advisors 0.29% Add +8.2% 7,031 $869K
Lanham O'Dell & Company, Inc. 0.49% Reduce -3.7% 7,030 $869K
Raab & Moskowitz Asset Management LLC 0.23% Add +0.7% 6,995 $864K
Brightwater Advisory LLC 0.67% Reduce -0.9% 6,975 $862K
Curran Financial Partners, LLC 0.29% Add +0.9% 6,973 $861K
Taurus Asset Management, LLC 0.09% Add +0.1% 6,970 $861K
ShoreHaven Wealth Partners, LLC 0.45% Add +52.8% 6,968 $861K
Alterna Wealth Management, Inc. 0.75% Reduce -25.8% 6,965 $860K
Hanson & Doremus Investment Management 0.14% Add +15.8% 6,950 $859K
Kellett Wealth Advisors, LLC 0.69% Add +39.0% 6,950 $859K
Carrera Capital Advisors 0.28% — 6,930 $856K
M. Kraus & Co 0.26% Add +5.3% 6,920 $855K
Pekin Hardy Strauss, Inc. 0.12% Add +21.2% 6,908 $853K
James Hambro & Partners LLP 0.04% Reduce -24.2% 6,880 $849K
Core Alternative Capital 0.17% Reduce -2.1% 6,870 $849K
Contravisory Investment Management, Inc. 0.19% Reduce -10.5% 6,859 $847K
AlphaMark Advisors, LLC 0.29% Add +156.8% 6,856 $847K
Pasadena Private Wealth, LLC 0.20% Add +0.8% 6,855 $847K
Financial Network Wealth Advisors LLC 0.63% Reduce -17.9% 6,855 $847K
Continental Investors Services, Inc. 1.88% Reduce -2.9% 6,838 $845K
Asset Management Group, Inc. 0.13% Add +0.3% 6,810 $841K
Blue Zone Wealth Advisors, LLC 0.29% Add +5.6% 6,800 $840K
TNF LLC 0.31% Reduce -12.2% 7,335 $838K
City Center Advisors, LLC 0.99% Reduce -90.0% 927 $838K
Rather & Kittrell, Inc. 0.23% Add +4.7% 6,777 $837K
Tortoise Investment Management, LLC 0.10% Reduce -4.1% 6,770 $836K
Allegheny Financial Group 0.24% New 6,763 $835K
Islay Capital Management, LLC 0.60% Add +4.7% 6,750 $834K
Yoder Wealth Management, Inc. 0.54% Add +0.6% 6,750 $834K
Family Legacy, Inc. 0.30% Reduce -11.5% 6,741 $833K
Summit Investment Advisory Services, LLC 0.98% Add +178.4% 6,738 $832K
Fonville Wealth Management LLC 0.33% Add +74.9% 6,734 $832K
Rwwm, Inc. 0.09% Add +4.2% 6,730 $831K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.34% New 6,720 $830K
Single Point Partners, LLC 1.42% Add +12.9% 6,720 $830K
Tufton Capital Management 0.16% Add +42.9% 6,715 $830K
Eubel Brady & Suttman Asset Management Inc. 0.13% Add +6.1% 6,707 $829K
Aspen Investment Management Inc 0.41% Reduce -25.0% 6,679 $825K
O'Connor Financial Group LLC 0.48% Reduce -1.1% 6,668 $824K
Trust Co of the South 0.19% No change 6,660 $823K
HFG Advisors, Inc. 0.77% Add +85.8% 6,651 $822K
Pointe Capital Management LLC 0.51% Reduce -3.4% 6,620 $818K
Significant Wealth Partners LLC 0.46% Reduce -49.1% 6,620 $818K
Planning Center, Inc. 0.11% Reduce -2.0% 6,614 $817K
Waterford Advisors, LLC 0.34% Add +10.9% 6,610 $817K
Compass Advisory Group LLC 0.36% No change 6,600 $815K
Kimelman & Baird, LLC 0.07% — 6,589 $814K
LMG Wealth Partners, LLC 0.20% Add +6.6% 6,587 $814K
Mount Lucas Management LP 0.29% Add +43.6% 6,578 $813K
DLK Investment Management, LLC 0.34% Add +14.6% 6,575 $812K
Etfidea, LLC 0.27% Add +20.6% 6,571 $812K
MRP Capital Investments, LLC 0.76% Add +33.7% 6,550 $809K
Destiny Capital Corp 0.55% No change 6,530 $807K
WealthCare Investment Partners, LLC 0.37% Add +18.5% 6,508 $804K
Archvest Wealth Advisors, Inc. 0.53% Add +0.8% 6,430 $799K
Landaas & Co. /Wi 0.24% New 6,470 $799K
Sanchez Wealth Management Group 0.26% No change 6,460 $798K
Lynch & Associates 0.18% Add +13.8% 6,442 $796K
Sard Wealth Management Group, LLC 0.56% New 6,440 $796K
O'ROURKE & COMPANY, Inc 0.45% Add +5.4% 6,439 $795K
O'Dell Group, LLC 0.19% Reduce -90.0% 879 $795K
Kure Advisory, LLC 0.65% Add +1.7% 6,430 $794K
Greenspring Advisors, LLC 0.19% Reduce -12.3% 6,410 $792K
Beck Mack & Oliver LLC 0.02% Add +6.7% 6,400 $791K
Mainsail Asset Management, LLC 0.63% Add +3.3% 6,392 $790K
Northern Capital Management, Inc. 0.53% Add +7.3% 6,372 $787K
Boulder Wealth Advisors, LLC 0.46% Add +6.3% 6,370 $787K
Mb, Levis & Associates, LLC 0.41% No change 6,340 $783K
Ironwood Financial, llc 0.18% Reduce -0.3% 6,330 $782K
Intrepid Capital Management Inc. 0.50% Reduce -53.6% 6,296 $778K
ArchPoint Investors 0.29% Reduce -3.1% 6,290 $777K
Wheelhouse Advisory Group LLC 0.55% Add +19.2% 6,330 $777K
Capital Markets Trading UK LLP 0.57% Reduce -87.6% 6,284 $776K
Marest Capital, LLC 0.69% Reduce -1.5% 6,274 $775K
US Financial Advisors, LLC 0.26% No change 6,260 $773K
First Citizens Financial Corp 0.46% No change 6,250 $772K
Pacific Capital Wealth Advisors, Inc. 0.14% Add +207.7% 6,247 $772K
Wiser Wealth Management, Inc 0.24% New 6,246 $772K
LifePro Asset Management 0.55% Reduce -27.1% 6,244 $771K
WealthCollab, LLC 0.55% Add +11.8% 6,238 $771K
Droms Strauss Advisors Inc. /Mo/ 0.28% Add +16.6% 6,236 $770K
Bryant Woods Investment Advisors, LLC 0.56% Reduce -91.1% 1,755 $764K
Retirement Guys Formula LLC 0.37% Add +22.5% 6,176 $763K
O'Brien Greene & Co. Inc 0.24% Add +19.5% 6,167 $762K
Wulff, Hansen & Co. 0.75% Add +8.8% 6,160 $761K
Clark Financial Services Group Inc. 0.80% Add +85.4% 6,156 $761K
Capasso Planning Partners LLC 0.25% Add +8.2% 6,155 $760K
Crestmont Private Wealth LLC 0.37% Reduce -0.9% 6,151 $760K
Inceptionr LLC 0.21% New 6,136 $758K
Grey Fox Wealth Advisors, LLC 0.27% Reduce -1.6% 6,132 $758K
Montis Financial, LLC 0.35% Add +23.0% 6,125 $757K
Jackson, Grant Investment Advisers, Inc. 0.30% Add +26.8% 6,111 $755K
Somerset Trust Co 0.31% Reduce -30.1% 6,102 $754K
TPG Advisors LLC 0.64% — 6,096 $753K
Cornerstone Wealth Advisors, Inc. 0.22% Reduce -39.9% 6,080 $751K
CenterStar Asset Management, LLC 1.13% Reduce -87.4% 6,062 $750K
Reik & Co., LLC 0.19% Add +1.0% 6,060 $749K
Essential Planning, LLC. 0.33% New 6,057 $748K
Gouws Capital LLC 0.53% Reduce -13.3% 6,050 $747K
Hobart Private Capital, LLC 0.21% Add +46.6% 6,027 $745K
AlphaCentric Advisors LLC 0.55% Add +783.7% 6,009 $742K
Collaborative Holdings Management LP 1.69% Reduce -82.9% 6,000 $741K
Boit C F David 0.39% No change 6,000 $741K
Napatree Capital LLC 0.60% Add +79.7% 5,983 $739K
New World Advisors LLC 0.21% Add +8.5% 5,980 $739K
Cypress Point Wealth Management, LLC 0.35% Reduce -12.7% 5,979 $739K
Absher Wealth Management, LLC 0.10% Reduce -5.8% 5,970 $738K
Riverwater Partners LLC 0.55% Reduce -10.4% 5,966 $737K
Vista Capital Partners, Inc. 0.09% Add +28.4% 5,956 $736K
Durante & Waters, LLC 0.65% New 5,955 $736K
Bayshore Asset Management, LLC 0.37% No change 5,950 $735K
Absolute Capital Management, LLC 0.45% Add +12.9% 5,949 $735K
Graves Light Lenhart Wealth, Inc. 0.08% Add +4.6% 5,910 $735K
Security National Bank of Sioux City Iowa 0.53% Add +22.8% 5,920 $731K
Beacon Bridge Wealth Partners, LLC 0.34% Add +25.2% 5,920 $731K
Edmonds Duncan Registered Investment Advisors, LLC 0.18% Add +2.6% 5,900 $729K
Capital Management Associates, Inc 0.44% Add +5.8% 5,890 $728K
FF Advisors,LLC 0.51% No change 5,880 $726K
Goodman Financial Corp 0.16% New 5,880 $726K
SRH Advisors, LLC 0.24% No change 5,870 $725K
BancFirst Trust & Investment Management 0.34% Add +30.4% 5,843 $725K
Keeler & Nadler Financial Planning & Wealth Management 0.40% Reduce -22.6% 5,850 $723K
Garrett Wealth Advisory Group, LLC 0.27% Add +20.6% 5,850 $723K
Arbor Capital Management Inc. 0.66% Add +9.6% 5,811 $722K
Dixon Fnancial Services, Inc. 0.40% Add +15.1% 5,845 $722K
Clear Point Advisors Inc. 0.59% Add +26.1% 5,840 $722K
Constellation Investimentos e Participacoes Ltda 0.36% Reduce -28.8% 5,840 $721K
Capital Square, LLC 0.47% Add +98.4% 5,832 $721K
Voisard Asset Management Group, Inc. 0.35% Reduce -2.4% 5,820 $719K
Blue Barn Wealth, LLC 0.40% Add +13.7% 5,800 $717K
Priebe Wealth Holdings LLC 0.57% Reduce -4.2% 5,797 $716K
Carlson Capital Management 0.03% Add +62.7% 5,791 $715K
Avalon Advisory Group 0.34% Add +120.7% 5,760 $712K
DDFG, Inc 0.22% Add +31.4% 5,753 $711K
Gainplan LLC 0.34% Add +49.0% 5,753 $711K
Lowery Thomas, LLC 0.52% Add +3.5% 5,752 $711K
Bellevue Asset Management, LLC 0.39% Add +60.0% 5,744 $709K
McGowan Group Asset Management, Inc. 0.10% New 5,740 $709K
Cypress Capital, LLC 0.19% Add +7.5% 5,732 $708K
Cassady Schiller Wealth Management, LLC 0.29% Add +0.6% 5,732 $708K
Leonard Rickey Investment Advisors P.L.L.C. 0.17% Add +1.1% 5,721 $707K
Howard Wealth Management, LLC 0.56% Add +6.0% 5,712 $706K
Lafayette Investments, Inc. 0.16% Add +0.2% 5,710 $705K
American Capital Advisory, LLC 0.50% Add +20.7% 1,424 $705K
TPG Financial Advisors, LLC 0.33% — 5,703 $705K
Silver Coast Investments LLC 0.29% Add +24.3% 5,680 $702K
Center for Financial Planning, Inc. 0.10% Add +2.8% 5,673 $701K
Mascoma Wealth Management LLC 0.19% Add +3.5% 5,670 $700K
Second Half Financial Partners, LLC 0.56% Reduce -1.6% 5,667 $700K
Satovsky Asset Management LLC 0.17% No change 5,664 $700K
Corton Capital Inc. 0.37% Reduce -73.3% 5,653 $698K
Foguth Wealth Management, LLC. 0.31% Add +33.6% 5,652 $698K
Private Wealth Management Group, LLC 0.30% Add +6.9% 5,644 $697K
Avid Wealth Partners LLC 0.54% Reduce -11.1% 5,639 $697K
Refined Wealth Management 0.54% Reduce -15.1% 5,622 $695K
Cedar Point Capital Partners, LLC 0.52% Add +14.1% 5,615 $694K
Castleview Partners, LLC 0.39% Add +73.3% 5,598 $692K
GoalFusion Wealth Management, LLC 0.43% Reduce -9.4% 5,583 $690K
Mirabella Financial Services LLP 0.06% Reduce -92.9% 5,574 $689K
Flower City Capital 0.44% No change 5,560 $687K
McCarthy Asset Management, Inc. 0.40% No change 5,560 $687K
Peloton Wealth Strategists 0.29% Reduce -1.4% 5,550 $686K
Arcadia Wealth Management, LLC 0.39% Reduce -3.7% 5,519 $682K
Houlihan Financial Resource Group, Ltd. 0.46% No change 5,510 $681K
Weik Capital Management 0.29% Add +1.9% 5,500 $679K
Counterpoint Mutual Funds LLC 0.16% New 5,493 $679K
Financial Symmetry Inc 0.53% Add +17.3% 5,478 $677K
Schrum Private Wealth Management LLC 0.61% Add +0.4% 5,472 $676K
Tandem Wealth Advisors LLC 0.36% Reduce -3.4% 5,460 $675K
EPIQ Capital Group, LLC 0.24% Add +47.2% 5,447 $673K
Mittelman Wealth Management 0.44% No change 5,441 $672K
Newport Capital Group, LLC 0.53% — 5,430 $671K
Lecap Asset Management Ltd. 0.14% Reduce -71.7% 5,419 $669K
Ogorek Anthony Joseph /NY/ 0.23% Add +11.3% 5,400 $667K
Win Advisors, Inc. 0.30% Add +6.2% 5,394 $666K
WorthPointe, LLC 0.30% Add +29.5% 5,373 $664K
Equita Financial Network, Inc. 0.28% Add +33.9% 5,370 $663K
Prepared Retirement Institute LLC 0.44% Add +1.4% 5,363 $662K
Wilkins Investment Counsel Inc. 0.10% No change 5,360 $662K
Drake & Associates, LLC 0.24% Reduce -82.4% 5,356 $662K
Granite Group Advisors, LLC 0.50% No change 5,350 $661K
Kelly Financial Services LLC 0.24% Add +18.8% 5,346 $661K
Twin Focus Capital Partners, LLC 0.11% Add +26.5% 5,340 $660K
Wealth Group Ltd 0.20% Add +12.8% 5,337 $659K
Planning Capital Management Corp 0.47% Add +2.8% 5,335 $659K
Patrick M Sweeney & Associates, Inc. 0.53% Reduce -0.9% 5,330 $658K
Shira Ridge Wealth Management 0.37% Reduce -0.3% 5,316 $657K
Colorado Capital Management, Inc. 0.37% Reduce -14.6% 5,301 $655K
Davis Capital Management 0.57% Add +10.2% 5,269 $655K
Oak Thistle LLC 0.49% New 5,300 $654K
James J. Burns & Company, LLC 0.13% New 5,298 $654K
Meredith Wealth Planning 0.34% Reduce -0.6% 5,281 $652K
Tilia Fiduciary Partners, Inc. 0.51% Reduce -6.8% 5,266 $651K
Machina Capital S.A.S. 0.29% Reduce -78.2% 5,257 $649K
Rovin Capital /Ut/ 0.27% Add +53.7% 5,257 $649K
Bank & Trust Co 0.55% — 5,246 $648K
Rain Capital Management, LLC 0.46% Reduce -89.6% 591 $648K
Altiora Financial Group, LLC 0.16% No change 5,242 $648K
AF Advisors, Inc. 0.12% Add +5.0% 5,240 $647K
Baxter Bros Inc. 0.08% Add +1.1% 5,215 $647K
Mountain Capital Investment Advisors Inc. 0.16% Add +16.5% 5,023 $645K
Greytown Advisors Inc. 0.38% Add +74.7% 5,207 $643K
Meridian Management Co. 0.18% Add +8.0% 5,205 $643K
Brooklyn FI, LLC 0.25% Add +6.2% 5,191 $641K
Arbor Trust Wealth Advisors, LLC 0.34% Add +8.6% 5,180 $640K
Aquire Wealth Advisors, LLC 0.21% Add +3.0% 5,170 $639K
Waterfront Wealth Inc. 0.17% Reduce -36.9% 5,160 $637K
Henrickson Nauta Wealth Advisors, Inc. 0.27% Reduce -33.0% 5,156 $637K
Midwest Financial Group LLC 0.41% New 5,155 $637K
Pioneer Trust Bank N A 0.17% No change 5,150 $636K
Intrepid Financial Planning Group LLC 0.27% New 5,145 $636K
GEM Asset Management, LLC 0.40% Add +44.0% 5,142 $635K
Guidance Capital, Inc. 0.21% Add +8.5% 5,424 $635K
Cranbrook Wealth Management, LLC 0.16% No change 5,128 $634K
Requisite Capital Management, LLC 0.14% New 5,120 $633K
Ironsides Asset Advisors, LLC 0.21% Add +61.3% 5,112 $632K
Northcape Wealth Management, LLC 0.23% Add +52.2% 5,100 $630K
VanderPol Investments L.L.C. 1.91% Add +9.7% 5,100 $630K
Dopkins Wealth Management, LLC 0.38% Add +15.9% 5,100 $630K
Blankinship & Foster, LLC 0.16% New 5,090 $629K
LVZ, Inc. 0.09% Reduce -10.2% 5,084 $628K
EntryPoint Capital, LLC 0.29% Add +149.1% 5,081 $628K
Pachira Investments Inc. 0.56% Add +38.2% 5,073 $627K
OMNI 360 Wealth, Inc. 0.48% Add +26.2% 5,072 $627K
Crane Advisory, LLC 0.12% Add +22.9% 4,977 $626K
Firethorn Wealth Partners, LLC 0.35% Reduce -0.8% 5,060 $625K
Brendel Financial Advisors LLC 0.40% Reduce -1.5% 5,062 $625K
Breakwater Investment Management 0.28% Reduce -0.6% 5,050 $624K
Fosun International Ltd 0.21% Reduce -27.9% 5,050 $624K
First Financial Bank - Trust Division 0.06% New 5,050 $624K
Valicenti Advisory Services Inc. 0.17% New 5,032 $622K
25 LLC 0.30% Add +99.7% 5,032 $622K
Asset Allocation Strategies LLC 0.21% Add +32.7% 5,029 $621K
Pinnacle Financial Group, LLC / IL 0.26% Add +46.9% 5,010 $619K
Evoke Wealth, LLC 0.91% Reduce -96.1% 5,000 $618K
Mizuho Bank, Ltd. 0.15% New 5,000 $618K
Pentwater Capital Management LP 0.01% New 5,000 $618K
Cascade Investment Group, Inc. 0.48% Add +9.8% 4,995 $617K
Brickley Wealth Management 0.14% Reduce -1.6% 4,990 $616K
Ayrshire Capital Management LLC 0.31% Reduce -18.6% 4,989 $616K
Valley Forge Investment Consultants Inc. Adv 0.23% Add +6.4% 4,980 $615K
Keeley-Teton Advisors, LLC 0.08% New 4,940 $610K
Rockbridge Investment Management, LCC 0.09% Add +5.9% 4,923 $608K
OmniStar Financial Group, Inc. 0.55% Add +34.8% 4,920 $608K
PFS Partners, LLC 0.38% Reduce -9.7% 4,911 $607K
Per Stirling Capital Management, LLC. 0.10% Add +68.0% 4,888 $604K
Bond & Devick Financial Network, Inc. 0.32% No change 4,850 $599K
New Harbor Financial Group, LLC 0.20% Add +48.3% 4,835 $597K
Southern Capital Advisors, LLC 0.37% Reduce -14.4% 4,830 $597K
Lincoln Capital LLC 0.13% Add +1.1% 4,802 $593K
AIFG Consultants Ltd. 0.44% Add +84.0% 4,801 $593K
Montgomery Investment Management Inc. 0.23% No change 4,800 $593K
TSA Wealth Managment LLC 0.25% Add +36.7% 4,771 $589K
Vantage Financial Partners Ltd., Inc. 0.15% Reduce -17.4% 4,760 $588K
Van Cleef Asset Management,Inc 0.07% Add +0.2% 4,750 $587K
Richardson Capital Management LLC 0.45% Add +3.5% 4,749 $587K
Alamar Capital Management, LLC 0.36% — 4,747 $586K
PrairieView Partners, LLC 0.07% Add +21.5% 4,713 $582K
Harbor Advisory Corp. 0.20% No change 4,710 $582K
Syverson Strege & Co 0.20% New 4,705 $581K
Avion Wealth 0.16% Add +88.3% 4,707 $581K
ORBA Wealth Advisors, L.L.C. 0.30% New 4,702 $581K
First National Bank Sioux Falls 0.30% No change 4,690 $579K
Black Point Wealth Management 0.60% — 4,662 $576K
Athena Investment Management 0.35% Reduce -2.5% 4,661 $576K
Maxwell Wealth Strategies Inc. 0.28% No change 4,650 $574K
Hilltop Wealth Advisors, LLC 0.29% Add +90.7% 4,615 $570K
Prism Advisors, Inc. 0.17% No change 4,588 $567K
Valtinson Bruner Financial Planning LLC 0.22% Reduce -1.0% 4,573 $565K
TCV Trust & Wealth Management, Inc. 0.05% Add +3.4% 4,570 $565K
True Vision MN LLC 0.37% Reduce -1.4% 4,565 $564K
SMI Advisory Services, LLC 0.14% New 4,280 $562K
Thomas Story & Son LLC 0.24% New 4,550 $562K
Cavalry Management Group, LLC 7.73% — 4,532 $560K
Main Line Retirement Advisors, LLC 0.43% Reduce -23.3% 4,531 $560K
Painted Porch Advisors LLC 0.32% Add +4.5% 4,526 $559K
Fairman Group, LLC 0.57% Reduce -30.7% 4,521 $559K
HTG Investment Advisors, Inc. 0.30% Add +25.5% 4,504 $556K
Rosenbaum Jay D. 3.20% Reduce -12.6% 4,500 $556K
BOK Financial Private Wealth, Inc. 0.04% Reduce -18.5% 4,490 $555K
Advanced Asset Management Advisors Inc 0.15% Add +3.7% 4,480 $553K
Private Capital Management, LLC 0.07% Add +0.1% 4,465 $552K
Keyes, Stange & Wooten Wealth Management, LLC 0.38% Add +36.4% 4,461 $551K
Oak Family Advisors, LLC 0.21% Reduce -8.3% 4,440 $549K
Trevian Wealth Management LLC 2.72% No change 4,420 $546K
Weil Company, Inc. 0.20% Add +12.1% 4,418 $546K
C2C Wealth Management, LLC 0.53% New 4,415 $545K
Sensible Money, LLC 0.27% Reduce -26.1% 4,407 $544K
Searcy Financial Services Inc. 0.27% Add +14.7% 4,383 $541K
Nottingham Advisors, Inc. 0.06% Add +0.7% 4,381 $541K
Vantage Financial Partners, LLC 0.14% Add +32.7% 4,378 $541K
Cutler Investment Counsel LLC 0.07% Reduce -6.7% 4,366 $539K
Arrowroot Family Office, LLC 0.34% Add +8.1% 4,347 $537K
Innova Wealth Partners 0.38% Add +4.9% 4,344 $537K
Cadence Wealth Management LLC 0.37% Reduce -7.5% 4,309 $532K
Keener Financial Planning LLC 0.35% No change 4,310 $532K
Kickstand Ventures, Llc. 0.15% Reduce -20.2% 4,301 $531K
Edge Financial Advisors LLC 0.55% Reduce -73.2% 4,294 $530K
Financial Strategies Group, Inc. 0.13% Add +28.4% 4,032 $530K
1900 Wealth Management LLC 0.05% Add +7.4% 4,231 $523K
Burkett Financial Services, LLC 0.27% Add +8.4% 4,229 $522K
Sage Private Wealth Group, LLC 0.44% Reduce -20.8% 4,220 $521K
Elevate Wealth Advisory, Inc. 0.42% Add +4.8% 4,211 $520K
All Season Financial Advisors, Inc. 0.47% Reduce -2.3% 4,211 $520K
Family Asset Management, LLC 0.33% Reduce -2.5% 4,210 $520K
Orin Green Financial, LLC 0.24% New 4,210 $520K
Rinkey Investments 0.19% Add +11.6% 4,208 $520K
Ti-Trust, Inc. 0.40% No change 4,190 $518K
Cedar Mountain Advisors, LLC 0.13% Reduce -3.4% 4,182 $517K
Cardinal Point Capital Management ULC 0.09% Add +13.6% 4,180 $516K
Vancity Investment Management Ltd 0.03% Reduce -81.3% 594 $513K
Twelve Points Wealth Management LLC 0.18% New 4,151 $513K
FSC Wealth Advisors, LLC 0.38% Add +36.5% 4,150 $513K
Madison Park Capital Advisors, LLC 0.43% Add +12.8% 4,130 $510K
Mullaney, Keating & Wright, Inc. 0.39% — 4,110 $508K
Seneca Financial Advisors LLC 0.26% Add +4.8% 4,107 $507K
Future Financial Wealth Managment LLC 0.45% Add +16.5% 4,101 $507K
Louisbourg Investments Inc. 0.14% Reduce -30.1% 4,100 $507K
IAG Wealth Partners, LLC 0.10% Add +26.5% 4,100 $507K
Swisher Financial Concepts, Inc. 0.51% Add +24.6% 4,123 $506K
Tuttle Capital Management, LLC 3.00% Reduce -86.7% 460 $504K
Long Island Wealth Management, Inc. 0.35% Add +34.3% 4,070 $503K
Landmark Wealth Management, LLC 0.39% Add +19.9% 4,064 $502K
Foundry Financial Group, Inc. 0.34% Add +10.1% 4,052 $501K
Retirement Solution LLC 0.13% Reduce -18.5% 4,051 $500K
SWAN Capital LLC 0.27% Add +8.0% 4,050 $500K
Hudson Capital Management LLC 0.17% Reduce -1.5% 4,050 $500K
Verity & Verity, LLC 0.05% Reduce -9.0% 4,050 $500K
Southeast Asset Advisors, LLC 0.06% Add +0.5% 4,048 $500K
Patrick Mauro Investment Advisor, INC. 0.29% New 4,040 $499K
Lakeshore Financial Planning, Inc. 0.24% New 4,040 $499K
Knightsbridge Asset Management, LLC 0.12% Reduce -41.4% 4,010 $495K
Ridgepath Capital Management LLC 0.49% No change 4,010 $495K
Beacon Investment Advisors LLC 0.25% No change 4,007 $495K
St. Louis Trust Co 0.08% No change 4,002 $494K
Dymon Asia Capital (singapore) Pte. LTD. 0.61% New 4,000 $494K
Advisory Services & Investments, LLC 0.34% Reduce -20.0% 4,000 $494K
Bramshill Investments, LLC 0.05% Reduce -20.0% 4,000 $494K
Comprehensive Financial Management LLC 0.02% Reduce -42.9% 4,000 $494K
Annandale Capital, LLC 0.10% Reduce -10.3% 3,983 $492K
Forthright Family Wealth Advisory LLC 0.32% Add +34.8% 3,977 $491K
Keynote Financial Services LLC 0.41% Add +35.9% 3,940 $487K
Crumly & Associates Inc. 0.14% New 3,931 $486K
Andina Capital Management, LLC 0.36% Add +31.5% 3,905 $482K
nVerses Capital, LLC 0.29% Add +95.0% 3,900 $482K
Prevail Innovative Wealth Advisors, LLC 0.17% Add +32.2% 3,833 $474K
Paloma Partners Management Co 0.05% Add +439.7% 3,832 $473K
Insight Folios Inc 0.19% Reduce -22.5% 3,830 $473K
Foster Dykema Cabot & Partners, LLC 0.04% Add +138.9% 3,822 $472K
Signal Advisors Wealth, LLC 1.03% Reduce -90.2% 3,816 $471K
Meridian Financial Advisors, LLC 0.34% Add +2.7% 3,800 $469K
Correct Capital Wealth Management 0.11% No change 3,780 $467K
Piscataqua Savings Bank 0.41% Add +5.2% 3,775 $466K
Collaborative Wealth Managment Inc. 0.23% Add +12.2% 3,759 $464K
New England Capital Financial Advisors LLC 0.26% Add +13.0% 3,751 $463K
Crosspoint Financial, LLC 1.89% New 3,750 $463K
Gen-Wealth Partners Inc 0.22% Reduce -3.1% 3,750 $463K
Ballew Advisors, Inc 0.31% Add +52.7% 3,604 $463K
Wiser Advisor Group LLC 0.73% Reduce -22.6% 3,739 $462K
Elgethun Capital Management 0.12% No change 3,729 $461K
TFO Wealth Partners, LLC 0.09% Add +7.2% 3,720 $460K
Sollinda Capital Management LLC 0.14% New 3,717 $459K
Disciplina Capital Management LLC 0.08% Reduce -0.1% 3,706 $458K
RMR Capital Management, LLC 0.42% No change 3,690 $456K
Hendershot Investments Inc. 0.07% Add +6.7% 3,690 $456K
Santori & Peters, Inc. 0.19% Add +0.1% 3,685 $455K
Custom Portfolio Group LLC 0.36% Reduce -4.7% 3,670 $453K
Wetzel Investment Advisors, Inc. 0.26% Reduce -91.6% 413 $453K
Israel Discount Bank of New York 0.72% Reduce -50.2% 3,643 $450K
Provident Wealth Management, LLC 0.16% New 3,640 $450K
E Fund Management (Hong Kong) Co., Ltd. 0.28% Add +90.2% 3,632 $449K
Divergent Planning, LLC 0.18% Add +19.9% 3,500 $449K
FSA Advisors, Inc. 0.47% Reduce -67.4% 1,918 $448K
Diversified Investment Strategies, LLC 0.31% Reduce -8.2% 3,625 $448K
Custos Family Office, LLC 0.18% Reduce -0.2% 3,612 $446K
Paragon Capital Management Ltd 0.08% Reduce -14.4% 3,610 $446K
Financial Guidance Group, Inc. 0.27% No change 3,600 $445K
Franklin, Parlapiano, Turner & Welch, LLC 0.12% Add +11.3% 3,594 $444K
REAP Financial Group, LLC 0.12% Reduce -68.4% 3,588 $443K
Claris Advisors, LLC / Mo / 0.23% Add +15.3% 3,587 $443K
Pinnacle Bancorp, Inc. 0.13% Add +79.4% 3,570 $441K
Greater Midwest Financial Group, LLC 0.28% Add +9.6% 3,725 $440K
New England Professional Planning Group Inc. 0.23% No change 3,550 $439K
Sagace Wealth Management LLC 0.43% — 3,544 $438K
Lorne Steinberg Wealth Management Inc. 0.14% Reduce -6.6% 3,540 $437K
Betterment LLC 0.00% New 3,541 $437K
Ehrlich Financial Group 0.34% Add +40.3% 3,535 $437K
Twin City Private Wealth, LLC 0.41% Add +20.9% 3,530 $436K
BlueSpruce Investments, LP 0.01% New 3,530 $436K
Standard Family Office LLC 0.56% No change 3,500 $432K
Intrinsic Value Partners, LLC 0.45% Reduce -20.4% 3,500 $432K
Octahedron Capital Management L.P. 0.43% Reduce -66.7% 3,500 $432K
Argyle Capital Management, LLC 0.18% No change 3,500 $432K
Barton Investment Management 0.06% Reduce -30.0% 3,500 $432K
Conestoga Capital Advisors, LLC 0.01% No change 3,500 $432K
Mountain Pacific Investment Advisers LLC 0.03% Reduce -52.5% 3,490 $431K
RBA Wealth Management, LLC 0.17% Add +7.4% 3,480 $430K
Global Trust Asset Management, LLC 0.17% Add +16.4% 3,456 $427K
Fortune Financial Advisors, LLC 0.26% Add +12.7% 3,447 $426K
Avity Investment Management Inc. 0.03% Reduce -20.2% 3,433 $424K
Legacy Financial Group LLC 0.08% Add +27.0% 3,430 $424K
ETF Store, Inc. 0.44% Reduce -78.5% 3,425 $423K
Hoertkorn Richard Charles 0.18% New 3,420 $423K
Financial Synergies Wealth Advisors, Inc. 0.06% Add +15.6% 3,411 $421K
CarsonAllaria Wealth Management, Ltd. 0.26% Add +10.7% 3,397 $420K
L. Roy Papp & Associates, LLP 0.05% Add +2.9% 3,386 $418K
Hart & Patterson Financial Group LLC 0.21% Add +3.0% 3,380 $418K
Retirement Financial Solutions, LLC 0.20% New 3,380 $418K
Mendel Money Management 0.19% Add +16.2% 3,370 $416K
Asset Planning Corporation 0.31% No change 3,362 $415K
Cardinal Strategic Wealth Guidance 0.15% No change 3,340 $413K
Running Point Capital Advisors, LLC 0.17% Add +0.3% 3,329 $411K
Act Two Investors LLC 0.08% No change 3,310 $409K
Dagco, Inc. 0.18% Add +61.5% 3,310 $409K
Mason Investment Advisory Services, Inc. 0.03% New 3,290 $406K
Coombe, Bender & Co LLC 0.24% Reduce -22.0% 3,282 $406K
Wallace Hart LLC 0.32% Add +16.8% 3,282 $405K
Kraft Asset Management, LLC 0.34% Add +38.1% 3,273 $404K
Eagle Harbor Asset Management Inc. 0.43% No change 3,270 $404K
Insight 2811, Inc. 0.21% Add +6.5% 3,270 $404K
American Trust Investment Advisors, LLC 0.20% Add +26.3% 3,270 $404K
Wills Financial Group, Inc. 0.18% Reduce -12.0% 3,237 $400K
Westchester Capital Management, Inc. 0.10% Add +3.0% 3,235 $400K
Macroview Investment Management LLC 0.43% Add +78.1% 3,223 $398K
Financial Advisory Partners, LLC 0.15% No change 3,208 $396K
Spectrum Investment Advisors, Inc. 0.29% Reduce -67.0% 3,200 $395K
Pier 88 Investment Partners LLC 0.43% Reduce -86.3% 3,200 $395K
Greatmark Investment Partners, Inc. 0.06% Add +3.2% 3,200 $395K
MQS Management LLC 0.24% New 3,191 $394K
tru Independence LLC 0.12% New 3,190 $394K
Aspire Wealth Management Corp 0.23% Add +9.6% 3,190 $394K
Joule Financial, LLC 0.16% Add +25.1% 3,189 $394K
Morton Brown Family Wealth, LLC 0.16% Add +5.2% 3,250 $394K
Stephen J. Garry & Associates, LLC 0.40% Add +5.4% 3,184 $393K
IMPACTfolio, LLC 0.22% Add +11.3% 3,182 $393K
Causeway Capital Management LLC 0.01% Reduce -5.1% 3,170 $392K
Fingerlakes Wealth Management, Inc. 0.35% Add +1.2% 3,167 $391K
AJ Advisors, LLC 0.22% Reduce -20.1% 3,166 $391K
Boston Standard Wealth Management, LLC 0.09% Add +9.5% 3,164 $391K
Black Swift Group, LLC 0.09% Add +4.0% 3,160 $390K
Bullseye Investment Management, LLC 0.27% Reduce -33.7% 3,357 $390K
Element Wealth, LLC 0.22% Reduce -8.3% 3,154 $390K
TMD Wealth Management, LLC 0.09% New 3,151 $389K
Phraction Management LLC 0.15% No change 3,130 $387K
Trademark Financial Management, LLC 0.31% Add +2.0% 3,120 $385K
Peak Financial Advisors LLC 0.22% Reduce -9.4% 3,118 $385K
Sterling Investment Advisors LLC 0.23% Reduce -37.0% 3,116 $385K
VeraBank, N.A. 0.12% No change 3,100 $383K
LaFleur & Godfrey LLC 0.06% Reduce -13.9% 3,100 $383K
Campion Asset Management 0.30% No change 3,090 $382K
First Fiduciary Investment Counsel, Inc. 0.08% No change 3,080 $381K
Allegiance Financial Group Advisory Services LLC 0.15% Reduce -19.7% 3,083 $381K
Conservest Capital Advisors, Inc. 0.04% Reduce -90.0% 420 $379K
Emory University 0.24% Add +0.8% 3,064 $379K
Waller Financial Planning Group, Inc. 0.10% New 3,061 $378K
Ceera Investments, LLC 0.16% No change 3,060 $378K
Waypoint Wealth Partners Inc. 0.11% No change 3,060 $378K
Advantage Trust Co 0.27% Reduce -2.2% 3,060 $378K
Gagnon Securities LLC 0.09% Reduce -39.2% 3,058 $378K
Integris Wealth Management, LLC 0.11% Reduce -0.1% 3,056 $378K
Aspect Partners, LLC 0.22% Reduce -4.8% 3,046 $376K
SC&H Financial Advisors, Inc. 0.09% Reduce -11.6% 3,041 $376K
Chesapeake Asset Management LLC 0.36% Reduce -88.4% 3,030 $374K
Peterson Wealth Advisors, LLC 0.08% Reduce -16.7% 3,014 $372K
Atlas Wealth Partners, LLC 1.58% Reduce -24.6% 3,015 $372K
Vermillion & White Wealth Management Group, LLC 0.28% No change 3,000 $371K
Benchmark Wealth Management, LLC 0.20% No change 3,000 $371K
Torray Investment Partners LLC 0.06% New 3,000 $371K
Legacy CG, LLC 0.13% New 2,996 $370K
Fortress Wealth Management, Inc. 0.19% Add +18.5% 2,986 $369K
ForthRight Wealth Management, LLC 0.13% No change 2,980 $368K
Blume Capital Management, Inc. 0.09% Add +2.4% 2,980 $368K
Capstone Capital LLC 0.33% New 2,980 $368K
Fidelity D & D Bancorp Inc. 0.28% Add +5.7% 2,980 $368K
Prudent Investors Network, Inc. 0.13% No change 2,970 $367K
Wescott Financial Advisory Group, LLC 0.04% Reduce -63.0% 2,951 $365K
Norman Fields, Gottscho Capital Management, LLC 0.13% New 2,700 $364K
Dakota Community Bank & Trust NA 1.95% Reduce -3.9% 2,940 $363K
Buckhead Capital Management LLC 0.12% Add +0.3% 2,930 $362K
Lesa Sroufe & Co 0.35% Add +1.0% 2,920 $361K
Aull & Monroe Investment Management Corp 0.18% Add +28.6% 2,920 $361K
Arbor Investment Advisors, LLC 0.05% No change 2,919 $361K
Grant Street Asset Management, Inc. 0.11% New 2,911 $360K
LGT Financial Advisors LLC 0.76% Add +17.8% 2,910 $360K
Next Level Private LLC 0.16% Reduce -7.8% 2,905 $359K
Buttonwood Financial Advisors Inc. 0.17% Reduce -1.0% 2,900 $358K
Tillman Hartley LLC 0.12% No change 2,900 $358K
Gibraltar Capital Management, Inc. 0.16% Add +25.0% 2,900 $358K
Atlas Financial Advisors, Inc. 0.59% Reduce -7.7% 2,889 $357K
Guidance Point Advisors, LLC 0.12% Reduce -46.9% 2,887 $357K
Mycio Wealth Partners, LLC 0.09% Add +5.9% 2,880 $356K
Seed Wealth Management, Inc. 0.31% No change 2,880 $356K
Family Investment Center, Inc. 0.11% Reduce -10.5% 2,873 $355K
Reliant Wealth Planning 0.16% Reduce -2.0% 2,860 $353K
Martel Wealth Advisors LLC 0.08% Reduce -5.3% 2,860 $353K
NavPoint Financial, Inc. 0.31% Add +0.1% 2,854 $353K
Praetorian Wealth Management, Inc. 0.09% New 2,850 $352K
BCU Wealth Advisors, LLC 0.26% No change 2,830 $350K
Farrell Financial LLC 0.27% New 2,823 $349K
Sterling Investment Management, LLC 0.26% Add +4.1% 2,822 $349K
Walled Lake Planning & Wealth Management, LLC 0.14% New 2,822 $349K
Salomon & Ludwin, LLC 0.04% Add +50.0% 2,820 $348K
Keb Asset Management, LLC 0.12% Add +21.9% 2,815 $348K
Summit Financial Wealth Advisors, LLC 0.07% New 2,807 $347K
Access Financial Services, Inc. 0.16% Add +1.1% 2,800 $346K
Cornerstone Management, Inc. 0.08% No change 2,800 $346K
Hillcrest Wealth Advisors - NY, LLC 0.19% Reduce -15.7% 2,790 $345K
Capital Counsel LLC 0.02% No change 2,790 $345K
5th Street Advisors, LLC 0.18% Add +7.8% 2,780 $343K
Values First Advisors, Inc. 0.21% New 2,780 $343K
Arkos Global Advisors 0.06% Reduce -1.6% 2,776 $343K
BCR Wealth Strategies, LLC 0.22% Add +1.9% 2,760 $340K
POM Investment Strategies, LLC 0.27% Add +58.0% 2,750 $340K
Windmill Hill Asset Management Ltd 0.14% No change 2,750 $340K
Constant Guidance Financial LLC 0.35% Reduce -75.0% 2,740 $339K
Smart Portfolios, LLC 0.34% Add +11.9% 2,730 $337K
Authentikos Wealth Advisory, LLC 0.33% Add +7.2% 2,724 $336K
Vishria Bird Financial Group, LLC 0.14% Reduce -9.7% 2,710 $335K
Eldridge Investment Advisors, Inc. 0.08% New 2,700 $334K
Holland Advisory Services, Inc. 0.41% New 2,699 $333K
Nebula Research & Development LLC 0.05% Reduce -88.6% 2,697 $333K
Financial Advisors, LLC 0.07% Add +1.3% 2,694 $333K
Vestia Personal Wealth Advisors 0.35% — 2,689 $332K
Twele Capital Management, Inc. 0.07% Reduce -33.3% 2,667 $330K
Bare Financial Services, Inc 0.17% No change 2,800 $328K
WFA Asset Management Corp 0.18% Add +73.1% 2,648 $327K
Alesco Advisors, LLC, An ESL Co 0.01% New 2,646 $327K
Core Wealth Management, Inc. 0.13% New 2,640 $326K
Auxier Asset Management LLC 0.05% No change 2,630 $325K
Pingora Partners LLC 0.23% Add +14.1% 2,625 $324K
Phillips Wealth Planners LLC 0.34% New 2,401 $324K
Hurlow Wealth Management Group, Inc. 0.11% New 2,616 $323K
Allied Investment Advisors, LLC 0.08% New 2,605 $322K
Sound Stewardship, LLC 0.20% Reduce -33.1% 2,601 $321K
Signet Investment Advisory Group, Inc. 0.17% New 2,600 $321K
Sage Financial Group Inc. 0.03% Reduce -6.5% 2,600 $321K
Renaissance Group LLC 0.01% No change 2,600 $321K
Warner Financial, Inc. 0.16% No change 2,600 $321K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.13% New 3,090 $321K
Advisor Resource Council 0.42% Reduce -53.4% 15,051 $320K
DSC Advisors, L.P. 1.06% Reduce -19.9% 2,580 $319K
Elwood & Goetz Wealth Advisory Group, LLC 0.09% Add +1.0% 2,566 $317K
Absoluto Partners Gestao de Recursos Ltda 0.17% Reduce -86.9% 2,558 $316K
Davidson Investment Advisors 0.02% Reduce -22.0% 2,558 $316K
Sterling Group Wealth Management, LLC 0.18% — 2,551 $315K
Garrison Asset Management, LLC 0.17% Reduce -2.7% 2,550 $315K
True Link Financial Advisors, LLC 0.03% Reduce -28.4% 2,550 $315K
Stevens Capital Partners 0.16% Reduce -23.7% 2,548 $315K
Merkkuri Wealth Advisors LLC 0.29% — 712 $314K
Alaska Wealth Advisors, LLC 0.05% Add +13.5% 2,542 $314K
Sterling Wealth Management, Inc. 0.15% No change 2,540 $314K
Valued Wealth Advisors LLC 0.21% Add +32.3% 2,527 $312K
Lakewood Asset Management LLC 0.22% Reduce -3.4% 2,521 $311K
Bush Investment Group, LLC 0.27% New 2,520 $311K
Diametric Capital, LP 0.17% Reduce -43.3% 2,519 $311K
Fogel Capital Management, Inc. 0.17% Add +6.8% 2,510 $310K
EJF Capital LP 0.23% New 2,500 $309K
Warberg Asset Management LLC 1.48% New 2,500 $309K
Infrastructure Capital Advisors, LLC 0.05% Reduce -58.4% 2,498 $309K
Comprehensive Financial Consultants Institutional, Inc. 0.12% Reduce -4.6% 2,471 $305K
Roger Wittlin Investment Advisory, LLC 0.20% No change 2,470 $305K
Gold Investment Management Ltd. 0.13% No change 2,470 $305K
Beirne Wealth Consulting Services, LLC 0.12% Add +4.1% 2,467 $305K
Spectrum Planning & Advisory Services Inc. 0.29% — 2,450 $304K
Financial Alternatives, Inc 0.23% Reduce -26.9% 2,455 $303K
McElhenny Sheffield Capital Management, LLC 0.10% Reduce -4.0% 2,631 $303K
Pacifica Partners Inc. 0.13% Add +5.4% 2,360 $303K
Home Federal Bank of Tennessee 0.09% No change 2,450 $303K
Flagstone Financial Management 0.11% New 2,449 $303K
Horizon Financial Services, LLC 0.19% Add +71.8% 2,440 $301K
Lee Johnson Capital Management, LLC 0.15% Reduce -25.5% 2,435 $301K
Platinum Investment Management Ltd. 0.01% Reduce -26.6% 2,431 $300K
Hardin Capital Partners, LLC 0.20% — 2,428 $300K
Cypress Financial Planning LLC 0.13% New 2,426 $300K
Denver Wealth Management, Inc. 0.15% New 2,422 $299K
W.H. Cornerstone Investments Inc. 0.21% New 2,420 $299K
ClearAlpha Technologies LP 0.12% New 2,420 $299K
Willow Creek Wealth Management Inc. 0.03% Reduce -0.5% 2,418 $299K
Redmont Wealth Advisors LLC 0.47% No change 2,410 $298K
Forge First Asset Management Inc. 0.13% Reduce -96.0% 2,410 $297K
Penobscot Wealth Management 0.18% Reduce -2.6% 2,358 $297K
Semmax Financial Advisors Inc. 0.09% Add +172.7% 2,536 $295K
American Financial & Tax Strategies Inc. 0.15% Reduce -8.6% 2,377 $294K
Accretive Wealth Partners, LLC 0.12% Reduce -9.2% 2,370 $293K
Dynamic Wealth Strategies, LLC 0.25% Add +3.3% 2,365 $292K
Corrado Advisors, LLC 0.19% Reduce -64.4% 2,355 $291K
Condor Capital Management 0.03% New 2,355 $291K
Squire Investment Management Company, LLC 0.16% Reduce -20.0% 2,353 $291K
Myecfo, LLC 0.17% No change 2,350 $290K
Abich Financial Wealth Management LLC 0.20% Add +17.9% 2,347 $290K
OxenFree Capital LLC 0.25% Add +4.5% 2,340 $289K
DiNuzzo Private Wealth, Inc. 0.04% Add +41.8% 2,339 $289K
Frazier Financial Advisors, LLC 0.23% Reduce -11.4% 2,338 $289K
Moneywise, Inc. 0.15% New 2,331 $288K
Dover Advisors, LLC 0.18% New 2,330 $288K
Advocate Group LLC 0.06% No change 2,320 $287K
Gould Capital, LLC 0.20% Add +9.8% 2,316 $286K
Harbor Group, Inc. 0.07% Add +2.8% 2,303 $285K
NBW Capital LLC 0.06% New 2,300 $284K
Rock Point Advisors, LLC 0.08% Reduce -9.8% 2,290 $283K
Financial Planning & Information Services, Inc. 0.04% New 2,280 $282K
Presilium Private Wealth, LLC 0.07% Add +2.1% 2,277 $281K
Millington Financial Advisors, LLC 0.19% No change 2,270 $280K
Pinnacle Wealth Management Group, Inc. 0.19% New 2,265 $280K
Charter Research & Investment Group, Inc. 0.22% Reduce -18.1% 2,260 $279K
Steph & Co. 0.10% Add +14.1% 2,260 $279K
Total Wealth Planning, LLC 0.05% New 2,197 $278K
Investment Planning Advisors, Inc. 0.14% — 2,246 $278K
FSB Premier Wealth Management, Inc. 0.13% New 2,245 $277K
Corepath Wealth Partners LLC 0.29% New 2,163 $277K
GR Financial Group, LLC 0.06% New 2,227 $275K
Capital Planning LLC 0.08% Reduce -2.0% 2,225 $275K
Continuum Wealth Advisors, LLC 0.14% Reduce -37.5% 2,220 $274K
Morris Financial Concepts, Inc. 0.13% New 2,217 $274K
Gould Asset Management LLC 0.06% New 2,210 $273K
Absolute Gestao de Investimentos Ltda. 0.14% Reduce -60.0% 2,200 $272K
MSA Advisors, LLC 0.08% New 2,200 $272K
Oliver Luxxe Assets LLC 0.06% New 2,200 $272K
Fullcircle Wealth LLC 0.13% — 2,366 $270K
Firestone Capital Management 0.07% New 2,182 $270K
Wynn Capital, LLC 0.20% Reduce -8.4% 2,180 $269K
Rempart Asset Management Inc. 0.05% New 2,180 $269K
William Allan Corp 0.18% New 2,180 $269K
Conscious Wealth Investments, LLC 0.19% New 2,180 $267K
Hamel Associates, Inc. 0.08% Reduce -11.1% 2,160 $267K
TAP Consulting, LLC 0.06% New 2,154 $266K
Mid-American Wealth Advisory Group, Inc. 0.17% New 2,154 $266K
Ballentine Capital Advisors, Inc 0.14% New 2,150 $266K
Plan Group Financial, LLC 0.16% Reduce -12.9% 2,143 $265K
Raymond James Trust Co. of NH 2.45% New 2,130 $263K
Prairieview Wealth Partners, LLC 0.22% New 2,130 $263K
Shorepoint Capital Partners LLC 0.06% New 2,129 $263K
Signature Resources Capital Management, LLC 0.22% Add +89.5% 2,122 $262K
DecisionPoint Financial, LLC 0.09% Add +19.4% 2,232 $261K
Sentinel Pension Advisors, LLC 0.05% New 2,110 $261K
Stewardship Advisors, LLC 0.09% New 2,110 $261K
Obsidian Personal Planning Solutions LLC 0.16% New 2,105 $260K
CBIZ Investment Advisory Services, LLC 0.01% Add +72.1% 2,100 $259K
Hussman Strategic Advisors, Inc. 0.07% Reduce -90.0% 2,100 $259K
Gordian Advisors LLC 0.25% Reduce -56.5% 2,099 $259K
Navera Investment Management Ltd. 0.00% Reduce -30.0% 2,100 $259K
A. D. Beadell Investment Counsel, Inc. 0.22% New 2,102 $259K
Paragon Capital Management LLC 0.14% New 2,095 $259K
Investors Asset Management of Georgia Inc. /Ga/ 0.13% New 2,090 $258K
Bay Harbor Wealth Management, LLC 0.09% Reduce -5.5% 2,089 $258K
Luminvest Wealth Management LLC 0.12% Reduce -86.1% 2,290 $257K
Echo Wealth Management, LLC 0.19% New 2,081 $257K
Heritage Wealth Management, LLC 0.14% New 2,080 $257K
Heritage Family Offices, LLP 0.14% — 2,080 $257K
Capstone Wealth Management Group, LLC 0.17% New 2,075 $256K
Trust Co of Kansas 0.13% New 2,076 $256K
Deseret Mutual Benefit Administrators 0.12% Reduce -15.6% 2,067 $255K
Strid Group, LLC 0.04% Add +106.0% 2,060 $255K
Sculati Wealth Management, LLC 0.11% New 2,060 $254K
Bowman & Co S.C. 0.15% Reduce -34.7% 2,051 $253K
Sherbrooke Park Advisers LLC 0.04% Reduce -82.5% 2,046 $253K
Tectonic Advisors LLC 0.02% New 2,040 $252K
CoreFirst Bank & Trust 0.17% No change 2,030 $251K
Baker Boyer National Bank 0.09% New 2,030 $251K
Buska Wealth Management, LLC 0.10% New 2,029 $251K
Robinson Smith Wealth Advisors LLC 0.22% New 2,028 $251K
Widmann Financial Services, Inc. 0.20% New 2,020 $250K
Solano Wealth Management, Inc. 0.14% New 2,017 $249K
NFC Investments, LLC 0.07% New 2,014 $249K
Dravo Bay LLC 0.14% Reduce -45.9% 2,014 $249K
First International Bank & Trust 0.09% New 2,010 $248K
Peterson Financial Group, Inc. 1.51% New 2,003 $247K
Compton Wealth Advisory Group, LLC 0.07% New 2,000 $247K
Eq LLC 0.15% New 2,000 $247K
Fairway Wealth LLC 0.15% New 2,000 $247K
FC Advisory LLC 0.09% New 2,000 $247K
Fischer Investment Strategies, LLC 0.24% New 1,993 $246K
Alpha Financial Advisors, LLC 0.12% New 1,991 $246K
SWP Financial LLC 0.16% New 1,988 $246K
Select Asset Management & Trust 0.10% New 1,961 $242K
Stableford Capital II LLC 0.09% New 2,047 $242K
Outfitters Financial LLC 0.20% Reduce -16.8% 1,955 $242K
Shayne & Jacobs, LLC 0.07% Reduce -13.3% 1,950 $241K
Point Windward Advisors Inc. 0.10% New 1,950 $241K
Sage Investment Advisers LLC 0.27% Reduce -51.7% 1,946 $240K
Ramiah Investment Group 0.23% New 1,930 $238K
Dupree Financial Group, LLC 0.12% New 1,930 $238K
North Point Portfolio Managers Corp. 0.04% New 1,930 $238K
V2 Financial group LLC 0.16% New 2,135 $238K
Financial Gravity Asset Management, Inc. 0.06% Add +18.3% 1,928 $238K
Clayton Financial Group LLC 0.10% Reduce -90.0% 263 $237K
1492 Capital Management LLC 0.13% New 1,920 $237K
UNIVEST FINANCIAL Corp 0.07% New 1,920 $237K
Optimist Retirement Group LLC 0.12% Reduce -45.0% 1,919 $237K
SOL Capital Management CO 0.03% New 1,920 $237K
S.E.E.D. Planning Group LLC 0.09% New 1,910 $236K
ShankerValleau Wealth Advisors, Inc. 0.10% New 1,910 $236K
Arlington Financial Advisors, LLC 0.05% New 1,907 $236K
Defined Wealth Management, LLC 0.16% New 1,877 $232K
Alkeme Wealth, LLC 0.11% New 1,869 $231K
Hutchinson Capital Management 0.05% New 1,863 $230K
Quarry LP 0.10% Add +177.6% 1,860 $230K
Loudon Investment Management, LLC 0.14% New 1,860 $230K
Alpha Omega Wealth Management LLC 0.04% New 1,860 $230K
Independent Family Office, LLC 0.13% New 1,850 $229K
BHK Investment Advisors, LLC 0.09% New 1,850 $229K
Delta Wealth Advisors LLC 0.22% New 1,821 $225K
Spectrum Asset Management, Inc. (NB/CA) 0.10% Reduce -65.5% 1,820 $225K
Websterrogers Financial Advisors, LLC 0.08% Reduce -33.2% 1,818 $225K
Wilson & Boucher Capital Management, LLC 0.17% New 1,816 $224K
Brogan Financial, Inc. 0.14% New 1,810 $224K
CWS Financial Advisors, LLC 0.09% New 1,803 $223K
ODonnell Financial Services, LLC 0.10% New 1,802 $223K
Strategic Equity Management 0.14% New 1,800 $222K
Drexel Morgan & Co. 0.05% New 1,800 $222K
Cortland Associates Inc. 0.03% New 1,800 $222K
Erickson Financial Group, LLC 0.17% New 1,795 $222K
Lansing Street Advisors 0.09% New 1,785 $221K
USAdvisors Wealth Management, LLC 0.08% Reduce -38.2% 1,786 $220K
True Wealth Design, LLC 0.05% Add +13.9% 1,765 $218K
SFG Wealth Management, LLC. 0.12% New 1,761 $218K
New Perspectives, Inc 0.12% New 1,760 $217K
Verus Financial Partners, Inc. 0.03% New 1,760 $217K
Sheridan Capital Management, LLC 0.16% New 1,735 $216K
Planning Alternatives Ltd. 0.03% New 1,740 $215K
American Asset Management Inc. 0.25% New 1,730 $214K
Kelman-Lazarov, Inc. 0.04% New 1,730 $214K
Cohen Capital Management, Inc. 0.04% New 1,730 $214K
Alhambra Investment Management LLC 0.12% New 1,710 $211K
Cohen Investment Advisors LLC 0.17% Reduce -85.8% 480 $209K
Horan Securities, Inc. 0.09% New 1,690 $209K
Weitzel Financial Services, Inc. 0.10% New 1,675 $208K
Chronos Wealth Management, LLC 0.12% New 1,685 $208K
Horan Capital Advisors, LLC. 0.07% New 1,677 $207K
Gitterman Wealth Management, LLC 0.08% New 1,660 $205K
Ferguson Shapiro LLC 0.08% New 1,651 $204K
Schiavi & Co LLC 0.08% New 1,620 $200K
Thompson Investment Management, Inc. 0.03% Add +6.5% 1,619 $200K
LBJ Family Wealth Advisors, Ltd. 0.13% New 1,621 $200K
Slocum, Gordon & Co LLP 0.15% Add +45.9% 1,590 $196K
Turim 21 Investimentos Ltda. 0.05% New 1,540 $190K
Compass Wealth Management LLC 0.05% Add +22.1% 1,478 $183K
Investors Research Corp 0.04% Add +19.8% 1,462 $181K
Nordwand Advisors, LLC 0.08% No change 1,400 $173K
Robinswood Financial LLC 0.07% Add +57.5% 1,370 $169K
Bangor Savings Bank 0.02% Add +113.6% 1,367 $169K
Tanglewood Legacy Advisors, LLC 0.08% Add +1.6% 1,331 $164K
Ruedi Wealth Management, Inc. 0.06% Add +170.8% 1,300 $161K
Delos Wealth Advisors, LLC 0.15% Add +15.2% 1,290 $159K
Pineridge Advisors LLC 0.05% Add +15.1% 1,289 $159K
Knott David M Jr 0.06% No change 1,280 $158K
ZynergyRetirementPlanningLLC 0.12% — 1,271 $157K
Horizons Wealth Management 0.12% Reduce -5.7% 1,320 $156K
MidAtlantic Capital Management, Inc. 0.12% Reduce -14.2% 1,116 $138K
Nixon Capital, LLC 0.06% Reduce -90.4% 1,060 $131K
Annapolis Financial Services, LLC 0.04% No change 1,050 $130K
Centennial Bank 0.06% Add +30.5% 979 $121K
Ecofi Investissements SA 0.07% — 1,000 $119K
7G Capital Management, LLC 0.05% New 1,000 $117K
Evergreen Private Wealth LLC 0.06% New 930 $115K
Coston, McIsaac & Partners 0.04% Add +74.9% 927 $114K
Carolina Wealth Advisors, LLC 0.06% Reduce -7.1% 920 $114K
Your Advocates Ltd., LLP 0.05% Add +31.4% 920 $114K
Perkins Coie Trust Co 0.03% Reduce -2.1% 910 $112K
TCTC Holdings, LLC 0.00% No change 910 $112K
IFS Advisors, LLC 0.09% Add +16.5% 897 $111K
Bull Oak Capital, LLC 0.07% No change 840 $104K
Point72 Asia (Singapore) Pte. Ltd. 0.02% Reduce -99.5% 835 $103K
Financial Connections Group, Inc. 0.05% Add +42.5% 841 $103K
LFA - Lugano Financial Advisors SA 0.08% Add +46.4% 820 $101K
Cetera Trust Company, N.A 0.06% Reduce -24.1% 820 $101K
PayPay Securities Corp 7.77% Reduce -59.1% 753 $93K
Peoples Bank 0.07% Add +48.0% 740 $91K
Peoples Financial Services Corp. 0.04% No change 700 $86K
Founders Capital Management 0.06% Add +32.7% 690 $85K
Bellevue Group AG 0.00% Reduce -32.5% 655 $81K
VELA Investment Management, LLC 0.03% Add +18.7% 653 $81K
Grayhawk Investment Strategies Inc. 0.36% No change 640 $79K
Hoese & Co LLP 0.07% Reduce -90.0% 72 $79K
Mowery & Schoenfeld Wealth Management, LLC 0.10% Add +3.6% 580 $72K
Red Tortoise LLC 0.04% Add +12.8% 530 $65K
Iron Horse Wealth Management, LLC 0.02% No change 500 $62K
Stuart Chaussee & Associates, Inc. 0.02% Add +157.9% 490 $61K
HBC Financial Services, PLLC 0.04% Add +51.5% 500 $55K
Lam Group, Inc. 0.05% Add +37.5% 440 $54K
O'Brien Wealth Partners LLC 0.01% Add +10.5% 420 $52K
Acima Private Wealth, LLC 0.02% No change 410 $51K
Lummis Asset Management, LP 0.07% No change 400 $49K
Halpern Financial, Inc. 0.01% New 390 $48K
Guardian Wealth Management, Inc. 0.04% New 375 $46K
Criterion Capital Advisors, LLC 0.03% Add +8.8% 359 $44K
Studio Investment Management LLC 0.01% Reduce -38.6% 350 $43K
Atlantic Private Wealth, LLC 0.03% New 300 $37K
Gleason Group, Inc. 0.01% No change 280 $35K
FPC Investment Advisory, Inc. 0.03% No change 290 $34K
Horrell Capital Management, Inc. 0.01% Add +62.5% 260 $32K
Dixon Mitchell Investment Counsel Inc. 0.00% New 253 $31K
Koesten, Hirschmann & Crabtree, INC. 0.02% Reduce -90.0% 30 $27K
AlphaQuest LLC 0.00% New 216 $27K
CGC Financial Services, LLC 0.01% New 210 $26K
DHJJ Financial Advisors, Ltd. 0.01% Add +100.0% 200 $25K
Ravenstone Capital Management Inc. 0.02% No change 200 $25K
Lowe Wealth Advisors, LLC 0.01% New 200 $25K
Kelly Lawrence W & Associates Inc. 0.01% No change 200 $25K
XY Capital Ltd 0.03% New 180 $22K
1620 Investment Advisors, Inc. 0.02% New 170 $21K
ESL Trust Services, LLC 0.01% New 170 $21K
Kathleen S. Wright Associates Inc. 0.01% No change 150 $19K
Elequin Capital, LP 0.01% New 148 $18K
TruNorth Capital Management, LLC 0.01% Reduce -63.2% 140 $17K
Longfellow Investment Management Co. LLC 0.00% Reduce -6.7% 140 $17K
Clarity Asset Management, Inc. 0.01% Add +560.0% 132 $16K
Broadwater Capital Management LLC 0.01% No change 120 $15K
Mendota Financial Group, LLC 0.01% No change 80 $10K
Perritt Capital Management Inc 0.01% Reduce -46.7% 80 $10K
Briaud Financial Planning Inc 0.01% New 80 $9K
Roble, Belko & Company, Inc 0.00% Add +205.0% 61 $8K
USA Financial Formulas 0.00% Reduce -99.8% 40 $5K
DB Fitzpatrick & Co, Inc 0.00% No change 20 $2K
Bruce G. Allen Investments, LLC 0.00% No change 20 $2K
Cultivar Capital, Inc. 0.00% New 3 $323
McClarren Financial Advisors, Inc. 0.00% New 123 $1

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