NvidiaNVDA

13F holders, Q4 2024 (December 31)
5,202holders +573
163new positions
88sold out
23famous investors
$134.32avg. 13F price*

At the end of Q4 2024, 5,202 institutions reported holding Nvidia Corp. (NVDA) in their 13F filings, up 573 from Q3 2024. 163 opened new positions and 88 sold out. The largest holders were Vanguard Group Inc. ($292.7B), BlackRock, Inc. ($253.8B) and FMR LLC ($134.9B). 23 famous investors held it, including Peter Thiel (28.1% of Thiel Macro's portfolio), Brad Gerstner (19.0% of Altimeter Capital Management's portfolio) and Ken Fisher (5.3% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions163$4.7B
Exits88$1.4B

All 13F filers, Q3 2024 → Q4 2024: 583,802,395 shares bought and 379,584,005 shares sold, net +204,218,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5,202 holders

Vanguard Group Inc. 5.10% Add +1.7% 2,179,410,685 $292.7B
BlackRock, Inc. 5.15% Add +2.0% 1,889,664,799 $253.8B
FMR LLC 8.07% Add +0.7% 1,004,376,608 $134.9B
State Street Corp. 5.14% Add +2.3% 967,850,472 $130.0B
Geode Capital Management, LLC 5.77% Add +1.7% 555,548,278 $74.4B
JPMorgan Chase & Co. 4.40% Add +1.1% 413,813,386 $55.6B
T. Rowe Price Associates Inc. 6.38% Add +0.9% 411,328,951 $55.2B
Morgan Stanley 3.29% Add +6.0% 349,659,685 $47.0B
Norges Bank 5.71% Add +10.6% 324,041,286 $43.5B
Northern Trust Corp. 5.07% Add +15.8% 266,454,194 $35.8B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 6.29% Add +11.4% 200,898,191 $27.0B
Bank of New York Mellon Corp 4.36% Add +0.5% 175,758,785 $23.6B
Bank of America Corp. 2.17% Reduce -28.6% 174,893,938 $23.5B
Legal & General Group Plc 6.15% Reduce -3.6% 173,139,219 $23.3B
Nuveen Asset Management, LLC 5.81% Reduce -6.6% 152,746,842 $20.5B
Charles Schwab Investment Management Inc. 3.75% Add +3.6% 151,280,130 $20.3B
Wellington Management Group LLP 3.49% Reduce -3.2% 141,850,570 $19.0B
Goldman Sachs Group Inc. 3.64% Add +1.9% 141,367,741 $19.0B
Capital World Investors 2.88% Add +6.5% 140,921,614 $18.9B
Invesco Ltd. 3.23% Add +7.6% 129,889,317 $17.4B
Amundi 5.71% Add +12.9% 117,036,612 $16.4B
Alliancebernstein L.P. 5.23% Reduce -2.3% 114,681,812 $15.4B
Franklin Resources Inc. 4.10% Reduce -0.6% 107,897,965 $14.5B
UBS Group AG 3.02% Add +3.3% 100,215,636 $13.5B
Ameriprise Financial Inc. 3.41% Reduce -3.8% 98,694,326 $13.3B
Royal Bank of Canada 2.86% Add +12.7% 98,435,210 $13.2B
Fisher Asset Management 5.25% Add +1.7% 98,339,379 $13.2B
Dimensional Fund Advisors LP 3.15% Add +2.9% 97,572,687 $13.1B
Jennison Associates LLC 7.93% Reduce -0.2% 97,252,072 $13.1B
HSBC Holdings PLC 7.27% Add +1.1% 86,964,061 $11.7B
Janus Henderson Group PLC 5.85% Reduce -0.6% 85,703,209 $11.5B
Deutsche Bank AG 4.51% Reduce -0.5% 85,526,086 $11.5B
Barclays PLC 5.43% Reduce -16.9% 81,637,019 $11.0B
American Century Companies Inc. 5.49% Reduce -3.2% 70,914,729 $9.5B
Swiss National Bank 6.19% Reduce -5.1% 69,296,700 $9.3B
Arrowstreet Capital, Limited Partnership 7.08% Add +26.0% 65,827,070 $8.8B
Massachusetts Financial Services Co. 2.79% Reduce -1.7% 65,688,983 $8.8B
Capital Research Global Investors 1.77% Add +3.8% 63,871,504 $8.6B
Sumitomo Mitsui Trust Group, Inc. 5.77% Add +0.3% 63,615,639 $8.5B
Capital International Investors 1.59% Add +34.7% 62,883,868 $8.4B
Bank of Montreal 4.15% Reduce -19.3% 61,640,347 $8.3B
California Public Employees Retirement System 5.36% Reduce -8.6% 59,699,504 $8.0B
Wells Fargo & Company 1.71% Add +0.6% 52,917,990 $7.1B
Baillie Gifford & Co. 5.46% Reduce -16.7% 52,892,836 $7.1B
National Pension Service 5.85% Reduce -2.5% 46,024,368 $6.2B
Rhumbline Advisers 5.47% Reduce -1.7% 45,527,672 $6.1B
Loomis Sayles & Co. L P 7.47% Reduce -4.2% 43,922,338 $5.9B
Mitsubishi UFJ Asset Management Co., Ltd. 5.65% Add +9.1% 40,381,662 $5.8B
Van Eck Associates Corp. 7.11% Reduce -6.8% 41,000,642 $5.5B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5.86% Reduce -6.1% 40,538,869 $5.4B
California State Teachers Retirement System 6.02% Reduce -3.2% 38,407,826 $5.2B
Swedbank AB 6.24% Reduce -7.6% 37,775,606 $5.1B
Bank of Nova Scotia 8.65% Add +40.1% 36,540,681 $4.9B
Raymond James Financial Inc. 1.79% — 36,141,367 $4.9B
Clear Street Derivatives LLC 63.95% Reduce -5.8% 35,622,686 $4.8B
Principal Financial Group Inc. 2.58% Reduce -1.0% 35,261,512 $4.7B
Nordea Investment Management AB 4.92% Add +15.3% 34,432,573 $4.7B
BNP Paribas Financial Markets 3.66% Reduce -5.2% 34,877,041 $4.7B
Citigroup Inc. 4.48% Reduce -9.7% 34,592,245 $4.6B
Clearbridge Investments, LLC 3.74% Reduce -8.7% 34,267,986 $4.6B
Schroder Investment Management Group 4.41% Add +9.1% 34,257,095 $4.6B
Voya Investment Management LLC 5.49% Reduce -5.3% 33,905,395 $4.6B
Donor Advised Charitable Giving, Inc. 98.47% Reduce -2.5% 32,231,590 $4.3B
National Bank of Canada 5.48% Reduce -26.3% 31,558,323 $4.2B
New York State Common Retirement Fund 5.47% Reduce -0.4% 30,353,639 $4.1B
Canada Pension Plan Investment Board 3.85% Reduce -8.5% 30,067,502 $4.0B
TD Asset Management Inc 3.32% Reduce -0.7% 27,947,960 $3.8B
LPL Financial LLC 1.50% Add +7.1% 27,495,675 $3.7B
Neuberger Berman Group LLC 2.88% Reduce -1.1% 27,013,484 $3.6B
GQG Partners LLC 5.12% Add +132.3% 25,697,930 $3.5B
Ensign Peak Advisors, Inc 5.90% Reduce -9.9% 24,709,845 $3.3B
Prudential Financial Inc. 4.51% Reduce -7.4% 24,518,102 $3.3B
Manufacturers Life Insurance Company, The 2.82% Add +2.3% 23,898,205 $3.2B
Bessemer Group Inc. 5.17% Reduce -0.3% 23,564,391 $3.2B
Adage Capital Partners Gp, L.L.C. 5.42% Reduce -1.3% 23,059,510 $3.1B
State Board of Administration of Florida Retirement System 5.80% Add +0.5% 22,708,309 $3.0B
Pictet Asset Management Holding SA 3.28% Add +4.5% 22,636,631 $3.0B
CANADA LIFE ASSURANCE Co 5.24% Add +2.1% 22,648,521 $3.0B
Universal- Beteiligungs- und Servicegesellschaft mbH 6.02% — 22,248,363 $3.0B
Sands Capital Management, LLC 8.76% Reduce -4.4% 22,039,413 $3.0B
New York State Teachers Retirement System 6.15% Reduce -4.7% 21,748,695 $2.9B
Healthcare of Ontario Pension Plan Trust Fund 6.29% Add +60.2% 21,742,379 $2.9B
Russell Investments Group, Ltd. 4.01% Add +15.7% 21,486,759 $2.9B
Robeco Institutional Asset Management B.V. 5.44% Reduce -1.8% 21,387,541 $2.9B
Primecap Management Co. 2.21% Reduce -0.8% 21,292,680 $2.9B
Aberdeen Group plc 5.36% Reduce -6.5% 21,017,150 $2.9B
T. Rowe Price Investment Management, Inc. 1.75% Reduce -17.6% 21,101,033 $2.8B
Allianz Asset Management GmbH 4.06% Add +11.0% 20,825,689 $2.8B
Envestnet Asset Management Inc. 0.88% Reduce -0.3% 20,508,958 $2.8B
Victory Capital Management Inc. 2.67% Add +0.3% 19,934,635 $2.7B
Brown Advisory Inc. 3.39% Reduce -7.7% 19,886,618 $2.7B
Korea Investment CORP 6.12% Reduce -2.9% 19,208,406 $2.6B
Lansforsakringar Fondforvaltning AB (publ) 9.78% — 19,194,254 $2.6B
Macquarie Group Ltd. 3.07% Reduce -11.4% 22,612,495 $2.5B
ProShare Advisors LLC 5.75% Add +18.1% 18,732,614 $2.5B
Stifel Financial Corp. 2.57% Reduce -0.8% 18,352,115 $2.5B
Winslow Capital Management, LLC 8.75% Reduce -1.1% 18,339,448 $2.5B
Mariner, LLC 4.10% Add +13.0% 18,170,137 $2.4B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 6.00% Reduce -6.6% 18,018,486 $2.4B
APG Asset Management N.V. 6.65% Add +493.2% 18,415,785 $2.4B
Nomura Asset Management Co. Ltd. 6.96% Reduce -0.9% 17,200,404 $2.3B
Edgewood Management LLC 6.59% Add +1.3% 17,100,135 $2.3B
Aviva PLC 5.85% Reduce -1.4% 16,733,047 $2.2B
Toronto Dominion Bank 4.27% Add +20.3% 16,675,634 $2.2B
Royal London Asset Management Ltd. 5.46% Reduce -0.3% 16,667,410 $2.2B
Chevy Chase Trust Holdings, LLC 6.74% Reduce -2.6% 16,495,831 $2.2B
Danske Bank A/S 6.56% Add +6.8% 16,330,331 $2.2B
AQR Capital Management 2.82% Add +0.2% 16,312,361 $2.2B
Parnassus Investments, LLC 4.84% Reduce -20.6% 16,213,846 $2.2B
KBC Group NV 6.00% Add +2.7% 16,198,679 $2.2B
Natixis Advisors, LLC 3.84% Add +0.1% 15,314,663 $2.1B
Sei Investments Co. 2.62% Add +3.8% 15,212,771 $2.0B
Mitsubishi UFJ Trust & Banking Corp 4.72% Reduce -5.0% 14,955,415 $2.0B
Fred Alger Management, LLC 9.52% Reduce -0.2% 14,874,449 $2.0B
Zurcher Kantonalbank (Zurich Cantonalbank) 5.59% Add +2.4% 14,605,000 $2.0B
Credit Agricole S A 6.50% Add +40.9% 14,278,410 $1.9B
AXA S.A. 5.85% Reduce -3.4% 14,270,073 $1.9B
State of Wisconsin Investment Board 4.88% Reduce -5.7% 14,055,688 $1.9B
CIBC Private Wealth Group LLC 3.42% Reduce -4.0% 13,470,218 $1.9B
Storebrand Asset Management As 5.68% Add +0.8% 13,909,124 $1.9B
Susquehanna International Group, LLP 2.75% Reduce -1.1% 13,719,003 $1.8B
William Blair Investment Management, LLC 4.36% Add +4.1% 13,279,405 $1.8B
Caisse de depot et placement du Quebec 3.70% Reduce -22.3% 13,255,305 $1.8B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3.77% Add +3.3% 13,140,874 $1.8B
National Philanthropic Trust 24.78% Reduce -1.6% 12,796,593 $1.7B
Marshall Wace, LLP 2.16% Add +18.0% 12,686,574 $1.7B
Nomura Holdings Inc. 8.98% Reduce -12.8% 12,591,234 $1.7B
Skandinaviska Enskilda Banken AB (publ) 7.63% Reduce -2.9% 12,286,041 $1.7B
Public Employees Retirement Association of Colorado 6.65% Reduce -4.8% 12,469,062 $1.7B
Jacobs Levy Equity Management, Inc. 5.86% Add +8.8% 12,335,343 $1.7B
Commonwealth Equity Services, LLC 2.39% Add +2.1% 12,183,255 $1.6B
Squarepoint Ops LLC 4.23% Add +330.0% 12,157,843 $1.6B
Natixis 10.99% Reduce -24.0% 12,043,658 $1.6B
Los Angeles Capital Management LLC 6.52% Reduce -6.0% 11,947,453 $1.6B
Assenagon Asset Management S.A. 2.82% Reduce -25.3% 11,703,838 $1.6B
Public Employees Retirement System of Ohio 5.28% New 11,444,324 $1.5B
Handelsbanken Fonder AB 5.83% Add +3.5% 11,378,544 $1.5B
Bank Julius Baer & Co. Ltd, Zurich 4.69% Reduce -19.4% 10,485,482 $1.5B
Mirae Asset Global Investments Co., Ltd. 6.11% Reduce -0.3% 11,021,061 $1.5B
STRS Ohio 5.78% Reduce -5.4% 10,847,961 $1.5B
Treasurer of the State of North Carolina 5.65% Add +0.6% 10,787,937 $1.4B
Axiom Investors LLC 10.56% Add +0.3% 10,672,077 $1.4B
Panagora Asset Management Inc. 6.55% Add +1.4% 10,552,078 $1.4B
Softbank Group Corp. 6.04% No change 10,512,320 $1.4B
Thrivent Financial for Lutherans 2.73% Reduce -3.8% 10,438,544 $1.4B
Fifth Third Bancorp 5.03% Reduce -1.8% 10,327,515 $1.4B
Asset Management One Co., Ltd. 4.72% Add +1.5% 10,023,110 $1.4B
D. E. Shaw & Co. 1.63% Reduce -40.6% 10,214,663 $1.4B
Temasek Holdings (Private) Ltd 5.42% Add +9.5% 10,180,421 $1.4B
Allspring Global Investments Holdings, LLC 2.19% Reduce -2.5% 9,888,720 $1.4B
Coatue Management 4.53% Reduce -1.3% 10,006,488 $1.3B
Cibc World Markets Corp. 7.90% Add +78.3% 9,997,258 $1.3B
ING Groep NV 9.03% Reduce -15.2% 9,976,588 $1.3B
Millennium Management 1.20% Reduce -10.5% 9,974,291 $1.3B
Alphinity Investment Management Pty Ltd 7.20% Reduce -2.4% 9,864,709 $1.3B
Rafferty Asset Management, LLC 4.66% Reduce -15.4% 9,800,764 $1.3B
Ninety One UK Ltd 3.49% Add +18.9% 9,718,838 $1.3B
Tiger Global Management 4.91% No change 9,683,550 $1.3B
Truist Financial Corp. 2.00% Add +1.7% 9,509,862 $1.3B
Polar Capital Holdings Plc 7.11% Reduce -12.6% 9,398,436 $1.3B
Jane Street Group, LLC 2.00% Reduce -71.3% 9,251,142 $1.2B
Two Sigma Advisers, LP 2.85% Add +5.5% 9,165,700 $1.2B
Mackenzie Financial Corp. 1.68% Add +14.3% 9,157,041 $1.2B
PNC Financial Services Group, Inc. 0.82% Add +31.4% 9,150,425 $1.2B
KLP Kapitalforvaltning As 5.81% — 9,132,260 $1.2B
Cerity Partners LLC 2.65% Add +3.2% 9,279,637 $1.2B
Lord, Abbett & Co. LLC 4.03% Reduce 0.0% 9,063,532 $1.2B
Public Sector Pension Investment Board 5.14% Add +47.3% 9,050,825 $1.2B
Corient Private Wealth LP 2.01% Reduce -14.2% 9,100,010 $1.2B
State of New Jersey Common Pension Fund D 4.88% Reduce -0.6% 8,998,249 $1.2B
Acadian Asset Management LLC 3.50% Add +18.1% 8,992,866 $1.2B
DNB Asset Management AS 5.20% Reduce -13.0% 8,952,279 $1.2B
State of Tennessee, Department of Treasury 4.35% Reduce -3.9% 8,923,787 $1.2B
Nisa Investment Advisors, LLC 4.62% Add +9.5% 8,862,521 $1.2B
Retirement Systems of Alabama 4.41% Reduce -0.8% 8,855,812 $1.2B
Creative Planning 1.15% Add +16.0% 8,817,922 $1.2B
Teacher Retirement System of Texas 4.23% Add +25.4% 8,734,868 $1.2B
Holocene Advisors, LP 3.78% Add +1027.5% 8,674,375 $1.2B
Hudson Bay Capital Management LP 8.37% Reduce -19.7% 8,649,417 $1.2B
State of Michigan Retirement System 5.91% Reduce -2.9% 8,459,560 $1.1B
1832 Asset Management L.P. 1.96% Add +10.2% 8,185,575 $1.1B
Capula Management Ltd 7.51% Add +89.2% 8,176,737 $1.1B
AMF Tjanstepension AB 7.66% Reduce -0.2% 8,026,378 $1.1B
AustralianSuper Pty Ltd 5.03% Add +43.7% 7,940,213 $1.1B
Resona Asset Management Co.,Ltd. 6.27% Reduce -5.5% 7,867,025 $1.1B
Altimeter Capital Management 19.00% Add +0.6% 7,845,769 $1.1B
CI Investments Inc. 3.91% Add +7.9% 7,724,162 $1.0B
Calamos Advisors LLC 6.92% Reduce -2.0% 7,681,939 $1.0B
US Bancorp \de 1.35% Add +3.4% 7,667,208 $1.0B
Arizona State Retirement System 6.27% Add +8.0% 7,642,796 $1.0B
MetLife Investment Management, LLC 5.47% Add +0.8% 7,504,847 $1.0B
UniSuper Management Pty Ltd 7.18% Add +2.9% 7,454,916 $1.0B
Westfield Capital Management Co. LP 4.33% Reduce -2.4% 7,399,837 $993.7M
Mn Services Vermogensbeheer B.V. 6.64% Add +2.1% 7,338,280 $985.5M
Wealth Enhancement Advisory Services, LLC 1.85% Add +12.5% 7,170,359 $962.9M
Corebridge Financial, Inc. 5.13% Reduce -0.2% 7,063,226 $948.5M
Candriam S.C.A. 5.50% Add +0.5% 7,061,058 $948.2M
Cardano Risk Management B.V. 14.53% Reduce -0.7% 7,054,299 $947.3M
HighTower Advisors, LLC 1.28% Add +2.7% 6,973,982 $936.5M
FIL Ltd 0.87% Add +7.3% 6,908,399 $927.7M
Man Group plc 2.90% Add +1.8% 6,904,460 $927.2M
Cetera Investment Advisers 1.94% Add +1.1% 6,893,466 $925.7M
King Luther Capital Management Corp. 4.03% Add +0.1% 6,884,230 $924.5M
Rockefeller Capital Management L.P. 2.39% Reduce -2.1% 6,850,521 $921.2M
TCW Group Inc. 7.73% Reduce -4.9% 6,851,702 $920.1M
Swiss Life Asset Management Ltd 6.73% Add +65.8% 6,797,747 $912.4M
Osaic Holdings, Inc. 2.04% Add +2.5% 7,129,730 $910.4M
Agf Management Ltd. 4.55% Add +6.6% 6,770,884 $909.3M
Daiwa Securities Group Inc. 4.02% Add +14.4% 6,644,713 $892.4M
Forsta Ap-Fonden 6.30% Reduce -0.3% 6,606,400 $887.2M
Federated Hermes, Inc. 1.93% Add +1.0% 6,559,726 $880.9M
CIBC Asset Management Inc 2.88% Add +2.5% 6,532,220 $877.1M
Menora Mivtachim Holdings LTD. 5.42% Add +16.1% 6,436,285 $864.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 5.02% Add +9.8% 6,272,793 $842.4M
WCM Investment Management, LLC 1.97% Reduce -0.5% 6,086,338 $836.8M
Pinebridge Investments, L.P. 6.22% Reduce -0.8% 6,150,678 $826.0M
DSM Capital Partners LLC 12.71% Reduce -6.3% 6,130,416 $823.3M
Keybank National Association 3.16% Reduce -0.9% 6,129,084 $823.1M
Capitolis Liquid Global Markets LLC 7.90% Add +7.2% 6,043,300 $811.6M
Fayez Sarofim & Co 1.92% Add +49.9% 5,814,117 $791.6M
Mairs & Power Inc. 7.64% Reduce -2.5% 5,884,992 $790.3M
Xponance LLC 7.18% Add +1.4% 5,857,106 $786.6M
Cambridge Investment Research Advisors, Inc. 2.57% Add +1.6% 5,731,450 $769.7M
Cibc World Market Inc. 1.75% Add +9.0% 5,646,371 $758.3M
Verition Fund Management LLC 3.91% Reduce -1.8% 5,597,316 $751.7M
Assetmark, Inc. 2.01% Add +12.8% 5,521,811 $741.5M
Worldquant Millennium Advisors LLC 4.74% Add +11.3% 5,451,538 $732.1M
Nissay Asset Management Corp. /Japan 4.42% Add +6.1% 5,290,407 $724.8M
Zurich Insurance Group Ltd 5.90% Add +1.1% 5,389,502 $723.8M
Lazard Asset Management LLC 1.14% Add +7.0% 5,350,203 $718.5M
Impax Asset Management Group plc 3.23% Reduce -3.2% 5,327,049 $714.3M
Czech National Bank 6.61% Add +6.1% 5,316,840 $714.0M
Tredje AP-fonden 6.35% Add +1.1% 5,269,455 $707.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 4.36% Reduce -2.6% 5,215,813 $700.4M
Mirova US LLC 8.39% Reduce -2.9% 5,209,444 $699.6M
Sustainable Growth Advisers, LP 3.46% Reduce -17.3% 5,140,661 $690.3M
Northwestern Mutual Wealth Management Co. 0.58% Reduce -2.3% 5,137,433 $689.9M
Alecta Tjanstepension Omsesidigt 3.61% Add +28.6% 5,104,500 $684.9M
Amalgamated Bank 5.60% Reduce -2.4% 5,079,133 $682.1M
BI Asset Management Fondsmaeglerselskab A/S 7.15% Add +38.2% 5,046,375 $677.7M
Blair William & Co. 1.97% Add +7.4% 5,040,883 $676.9M
Commerce Bank 4.14% Reduce -0.7% 4,999,272 $671.4M
MUFG Securities EMEA plc 12.54% Add +577.9% 4,995,820 $670.9M
Baird Financial Group, Inc. 1.24% Add +0.5% 4,828,410 $648.4M
Captrust Financial Advisors 1.85% Add +9.4% 4,825,403 $648.0M
Employees Provident Fund Board 8.00% Reduce -8.2% 4,800,460 $644.7M
Mercer Global Advisors Inc. 1.55% Reduce -0.1% 5,072,856 $636.4M
Montrusco Bolton Investments Inc. 7.67% Reduce -6.2% 4,838,488 $633.6M
First Trust Advisors LP 0.56% Add +16.3% 4,698,018 $630.9M
IFM Investors Pty Ltd 6.34% Reduce -8.5% 4,645,901 $623.9M
Sarasin & Partners LLP 6.73% Add +5.3% 4,539,801 $609.6M
Gateway Investment Advisers LLC 6.74% Reduce -4.3% 4,510,739 $605.7M
Rathbones Group PLC 2.92% Reduce -2.5% 4,497,992 $604.0M
Huntington National Bank 5.68% Reduce -2.0% 4,489,636 $602.9M
Janney Montgomery Scott LLC 1.64% Add +1.5% 4,403,269 $591.3M
USS Investment Management Ltd 4.29% Add +1.1% 4,398,295 $590.6M
Comerica Bank 2.38% Reduce -2.9% 4,394,774 $590.2M
Vontobel Holding Ltd. 2.01% Add +13.8% 4,383,508 $588.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 5.85% Reduce -4.8% 4,308,449 $578.6M
Intech Investment Management LLC 5.46% Reduce -0.7% 4,192,148 $563.0M
Point72 Asset Management 1.58% Add +13.5% 4,189,090 $562.6M
Banco Bilbao Vizcaya Argentaria, S.A. 5.87% Add +1.9% 4,139,994 $558.1M
QRG Capital Management, Inc. 5.69% Add +1.9% 4,115,719 $552.7M
Caption Management, LLC 22.54% New 4,060,000 $545.2M
LBP Am SA 7.30% Add +2.2% 4,020,194 $539.9M
Employees Retirement System of Texas 5.38% Add +2.2% 3,996,011 $536.6M
Welch & Forbes LLC 6.89% Reduce -3.8% 3,987,908 $535.5M
Wealthfront Advisers LLC 1.54% Add +3.2% 3,933,568 $528.2M
Utah Retirement Systems 5.74% Add +0.2% 3,882,580 $521.4M
M&T Bank Corp 1.74% Add +0.2% 3,867,334 $519.3M
Guggenheim Capital LLC 4.26% Reduce -6.3% 3,835,599 $515.1M
Cable Car Capital, LP 38.99% New 3,797,000 $509.9M
Centiva Capital, LP 19.00% Add +529.1% 3,717,722 $499.3M
Whittier Trust Co. 6.56% Add +0.5% 3,709,916 $498.2M
B. Metzler seel. Sohn & Co. AG 5.12% Reduce -6.8% 3,685,469 $497.6M
AEGON ASSET MANAGEMENT UK Plc 6.54% Reduce -24.3% 3,698,117 $496.2M
Focus Partners Wealth 1.29% Add +41.8% 3,678,313 $494.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 5.02% Add +10.3% 3,656,655 $491.1M
OMERS ADMINISTRATION Corp 4.28% Add +1.4% 3,646,567 $489.7M
Quantinno Capital Management LP 4.81% Add +35.9% 3,642,611 $489.2M
Clear Street LLC 9.65% Add +154.0% 3,620,000 $486.1M
RK Capital Management, LLC 40.48% New 3,617,900 $485.8M
ExodusPoint Capital Management, LP 5.01% Reduce -3.7% 3,595,533 $482.8M
Teachers Retirement System of the State of Kentucky 4.23% Reduce -3.8% 3,586,254 $481.6M
Cantor Fitzgerald, L. P. 18.39% Reduce -0.0% 3,568,118 $479.2M
Renaissance Technologies 0.71% Add +0.7% 3,551,227 $477.0M
Bridgewater Associates 2.15% Reduce -26.4% 3,497,362 $469.7M
Jupiter Asset Management Ltd. 4.54% Reduce -9.7% 3,467,641 $465.7M
Compagnie Lombard Odier SCmA 6.86% Add +4.3% 3,461,942 $464.9M
Varma Mutual Pension Insurance Co 3.48% Reduce -28.4% 3,412,266 $458.2M
Glenview Trust Co 8.57% Reduce -2.3% 3,407,552 $457.6M
Mediolanum International Funds Ltd 5.93% Reduce -6.0% 3,335,410 $457.5M
Police & Firemen's Retirement System of New Jersey 4.45% — 3,404,663 $457.2M
Milestone Resources Group Ltd 15.09% Add +0.3% 3,396,847 $456.2M
Lido Advisors, LLC 2.85% Add +0.8% 3,364,638 $451.8M
New York Life Investment Management LLC 4.32% Add +0.5% 3,293,920 $442.3M
Belvedere Trading LLC 33.49% Reduce -32.4% 3,278,318 $440.2M
MML Investors Services, LLC 1.51% Add +1.0% 3,261,618 $438.0M
Gilder Gagnon Howe & Co. LLC 4.72% Reduce -4.3% 3,260,071 $437.8M
Pathstone Holdings, LLC 1.93% Reduce -0.4% 3,247,822 $436.4M
Capstone Investment Advisors, LLC 5.45% Add +1289.3% 3,205,722 $430.5M
Raiffeisen Bank International AG 6.47% — 3,103,574 $426.7M
Aware Super Pty Ltd as trustee of Aware Super 6.79% — 3,171,663 $425.9M
Yarbrough Capital, LLC 16.36% Reduce -3.0% 3,170,044 $425.7M
Tidal Investments LLC 3.48% Add +13.8% 3,159,010 $424.2M
Banque Transatlantique SA 10.77% — 3,188,734 $423.5M
State of Alaska, Department of Revenue 4.72% Reduce -1.9% 3,146,931 $422.6M
Citadel Advisors 0.39% Reduce -56.1% 3,128,677 $420.2M
Zevenbergen Capital Investments LLC 8.56% Reduce -7.4% 3,127,309 $420.0M
Balyasny Asset Management L.P. 0.97% Add +21.5% 3,058,323 $410.7M
Mutual of America Capital Management LLC 4.39% Reduce -3.3% 3,045,546 $409.0M
Erste Asset Management GmbH 5.00% Reduce -5.3% 2,966,913 $407.9M
Scotia Capital Inc. 2.14% Add +9.8% 3,027,847 $406.6M
Whale Rock Capital Management 4.75% Reduce -13.8% 2,987,988 $401.3M
NewEdge Advisors, LLC 2.40% Reduce -5.0% 3,043,850 $399.5M
Achmea Investment Management B.V. 6.57% Add +15.4% 2,975,051 $399.5M
Factory Mutual Insurance Co. 4.32% Reduce -4.3% 2,972,148 $399.1M
SBI Securities Co., Ltd. 12.25% — 2,961,130 $397.7M
ABN AMRO Bank N.V. 5.32% Add +2.5% 2,962,792 $394.0M
Scge Management, L.P. 7.28% No change 2,934,000 $394.0M
Yousif Capital Management, LLC 4.33% Reduce -4.3% 2,916,103 $391.6M
GF Fund Management Co. LTD. 8.43% — 2,904,119 $390.0M
Artisan Partners Limited Partnership 0.60% Reduce -3.0% 2,901,766 $389.7M
Marex Group Ltd 6.60% Add +66.9% 2,882,282 $387.1M
Baron Capital (BAMCO) 0.99% Reduce -4.9% 2,846,647 $382.3M
Zacks Investment Management 3.54% Reduce -7.1% 2,843,774 $381.9M
Kestra Advisory Services, LLC 2.10% Add +15.2% 2,839,994 $381.4M
Vanguard Personalized Indexing Management, LLC 5.71% Add +5.5% 2,817,347 $378.3M
Windacre Partnership LLC 5.52% New 2,804,200 $376.6M
Empower Advisory Group, LLC 1.26% Add +0.4% 2,780,522 $373.4M
Vaughan Nelson Investment Management, L.P. 3.46% Reduce -4.5% 2,775,702 $372.7M
Federation des caisses Desjardins du Quebec 1.84% Add +14.0% 2,689,131 $361.1M
Congress Asset Management Co. 2.43% Add +0.4% 2,675,302 $359.3M
Atalanta Sosnoff Capital, LLC 7.71% Reduce -2.8% 2,638,555 $354.3M
Cwm, LLC 1.46% Add +3.0% 2,614,987 $351.2M
Ofi Invest Asset Management 8.29% — 2,707,234 $351.1M
Sanctuary Advisors, LLC 2.22% Reduce -4.9% 2,811,440 $350.4M
Pacer Advisors, Inc. 0.77% Add +6.6% 2,543,357 $341.5M
iA Global Asset Management Inc. 5.90% Add +10.2% 2,504,033 $336.3M
Aristotle Atlantic Partners, LLC 10.50% Reduce -4.4% 2,487,893 $334.1M
Artemis Investment Management LLP 4.72% Add +2.9% 2,464,606 $331.0M
Connor, Clark & Lunn Investment Management Ltd. 1.47% Reduce -0.6% 2,422,129 $325.3M
Carmignac Gestion 5.16% Add +12.3% 2,412,975 $324.1M
Jericho Capital Asset Management L.P. 4.62% Reduce -10.8% 2,407,012 $323.2M
Regions Financial Corp. 2.37% Reduce -0.6% 2,400,996 $322.4M
Profund Advisors LLC 11.76% Add +0.6% 2,398,963 $322.2M
O'shaughnessy Asset Management, LLC 2.73% Add +9.1% 2,395,889 $321.7M
Steward Partners Investment Advisory, LLC 2.85% Add +1.5% 2,393,949 $321.5M
Himension Capital (singapore) Pte. LTD. 22.23% Reduce -1.4% 2,388,886 $320.8M
Prudential PLC 1.62% Reduce -5.9% 2,377,963 $319.3M
Avanza Fonder AB 9.48% — 2,376,492 $319.1M
Evercore Wealth Management, LLC 4.75% Reduce -1.7% 2,362,556 $317.3M
Golden Unicorn (BVI) Ltd 55.83% — 2,362,200 $317.2M
Bank Pictet & Cie (Europe) AG 6.92% Add +1.0% 2,346,417 $315.1M
Saturna Capital Corp. 4.24% Add +6.9% 2,325,525 $312.3M
Mizuho Securities USA LLC 5.69% Add +45.7% 2,324,888 $312.2M
Banco Santander, S.A. 3.75% Add +9.0% 2,318,269 $311.3M
Jones Financial Companies LLLP 0.29% Add +30.5% 2,306,508 $309.7M
Border to Coast Pensions Partnership Ltd 6.06% Reduce -2.8% 2,305,037 $309.3M
Ilmarinen Mutual Pension Insurance Co 2.64% Add +4.6% 2,295,340 $308.2M
AE Wealth Management LLC 2.61% Add +5.5% 2,293,255 $308.0M
Elo Mutual Pension Insurance Co 6.45% Reduce -3.3% 2,261,404 $303.7M
Danica Pension, Livsforsikringsaktieselskab 5.63% Add +1.6% 2,241,294 $301.0M
Moore Capital Management, LP 6.04% Add +322.7% 2,227,757 $299.2M
Groupama Asset Managment 6.19% Reduce -48.5% 2,155,051 $296.3M
Private Advisor Group, LLC 1.66% Add +1.3% 2,201,833 $295.7M
Parallax Volatility Advisers, L.P. 7.46% Reduce -39.6% 2,186,273 $293.6M
Ieq Capital, LLC 2.82% Reduce -1.6% 2,171,188 $291.6M
Rokos Capital Management LLP 6.53% Add +80.3% 2,168,101 $291.4M
Sequoia Financial Advisors, LLC 2.78% Add +2.5% 2,150,204 $288.8M
Investment Management Corp of Ontario 9.53% Reduce -0.3% 2,148,858 $288.6M
Generali Asset Management SPA SGR 7.33% — 2,137,370 $287.0M
Ethic Inc. 5.76% Add +1115.0% 2,126,450 $285.6M
Maverick Capital 5.12% Reduce -10.7% 2,114,163 $283.9M
Optiver Holding B.V. 9.15% Reduce -3.3% 2,108,399 $283.1M
Oregon Public Employees Retirement Fund 5.19% Reduce -0.2% 2,102,939 $282.4M
E. Ohman J:or Asset Management AB 6.58% Reduce -0.8% 2,100,820 $282.1M
DAVENPORT & Co LLC 1.62% Add +3.3% 2,052,430 $276.8M
Louisiana State Employees Retirement System 5.17% Reduce -3.0% 2,046,200 $274.8M
Viking Global Investors 0.88% Reduce -10.3% 2,031,985 $272.9M
Douglas Lane & Associates, LLC 3.84% Reduce -6.6% 2,028,051 $272.3M
Shelton Capital Management 6.77% Add +10.5% 2,026,402 $272.1M
Gotham Asset Management 2.57% Reduce -8.0% 2,015,025 $270.6M
Marsico Capital Management LLC 7.34% Add +4.0% 2,010,881 $270.0M
DekaBank Deutsche Girozentrale 0.50% No change 2,004,081 $269.5M
Silvant Capital Management LLC 11.18% Reduce -3.3% 2,004,619 $269.2M
NorthCoast Asset Management LLC 1.32% Add +19.9% 1,997,700 $268.3M
Williams Jones Wealth Management, LLC. 3.23% Reduce -4.5% 1,991,787 $267.5M
Riverbridge Partners LLC 3.63% Reduce -4.2% 1,978,254 $265.7M
Abn Amro Investment Solutions 4.95% Reduce -13.8% 1,970,245 $264.6M
Beacon Pointe Advisors, LLC 2.93% Reduce -5.4% 1,966,527 $264.1M
NEOS Investment Management LLC 6.22% Add +26.0% 1,966,142 $264.0M
Groupe la Francaise 6.38% — 1,930,204 $257.9M
Gulf International Bank (UK) Ltd 6.50% Reduce -1.5% 1,917,699 $257.5M
Fort Washington Investment Advisors Inc. 1.53% Add +0.1% 1,913,182 $256.9M
PGGM Investments 3.34% Reduce -1.3% 1,873,064 $251.5M
Ferguson Wellman Capital Management, Inc. 4.70% Add +1.2% 1,840,437 $247.2M
Focus Financial Network, Inc. 9.76% Reduce -2.4% 1,827,805 $245.5M
Two Sigma Investments, LP 0.59% Reduce -11.4% 1,821,145 $244.6M
Nearwater Capital Markets, Ltd 6.93% — 1,807,000 $242.7M
Financial Counselors Inc. 3.54% Reduce -0.5% 1,806,604 $242.6M
Polar Asset Management Partners Inc. 4.67% Add +2058.8% 1,787,500 $240.0M
Banque Pictet & Cie SA 2.33% Reduce -0.7% 1,781,387 $239.2M
Perigon Wealth Management, LLC 5.87% Add +5.1% 1,785,874 $238.5M
Clark Capital Management Group, Inc. 1.66% Add +1.9% 1,767,233 $237.3M
J. Safra Sarasin Holding AG 3.99% Add +4.0% 1,751,036 $235.2M
Independent Financial Group, LLC 7.81% Reduce -2.3% 1,751,446 $235.2M
Quilter Plc 4.64% Add +17.3% 1,748,616 $234.8M
Tower Research Capital LLC (TRC) 4.64% Add +114.5% 1,742,933 $234.1M
Eastern Bank 4.34% Add +0.3% 1,738,465 $233.5M
LGT Group Foundation 3.60% Add +0.8% 1,732,889 $232.7M
Unisphere Establishment 2.01% Add +12.9% 1,717,800 $230.7M
Kentucky Retirement Systems 6.69% Reduce -1.4% 1,690,485 $227.0M
Walleye Capital LLC 2.39% Add +487.8% 1,688,487 $226.7M
OVERSEA-CHINESE BANKING Corp Ltd 6.47% Reduce -8.2% 1,681,075 $226.2M
Trillium Asset Management, LLC 5.84% Reduce -1.9% 1,678,163 $225.4M
Ossiam 3.86% Add +261.2% 1,665,260 $223.6M
Grassi Investment Management 19.06% Reduce -1.7% 1,662,795 $223.3M
First Manhattan Co. Llc. 0.65% Add +26.6% 1,647,027 $221.8M
KLCM Advisors, Inc. 25.60% Reduce -0.3% 1,643,988 $220.8M
Avantax Advisory Services, Inc. 1.37% Add +2.6% 1,628,347 $218.7M
Tocqueville Asset Management L.P. 3.42% Reduce -4.8% 1,621,477 $217.7M
Quintet Private Bank (Europe) S.A. 11.95% Reduce -3.5% 1,617,534 $217.2M
Woodline Partners LP 1.47% Add +4358.5% 1,612,341 $216.5M
Cullen/Frost Bankers, Inc. 2.91% Add +0.1% 1,583,064 $212.6M
Munro Partners 7.38% Reduce -11.6% 1,582,247 $212.5M
Independent Advisor Alliance 2.81% Add +35.3% 1,580,341 $212.2M
Bridges Investment Management Inc. 2.96% Reduce -4.2% 1,574,481 $211.4M
HM Payson & Co. 3.54% Add +2.3% 1,555,566 $208.9M
MAI Capital Management 1.56% Add +4.5% 1,555,014 $208.8M
Country Trust Bank 5.20% Reduce -2.6% 1,549,325 $208.1M
Clal Insurance Enterprises Holdings Ltd 1.87% Reduce -25.3% 1,546,406 $207.7M
Crossmark Global Holdings, Inc. 3.81% Reduce -3.1% 1,538,466 $206.6M
Epoch Investment Partners, Inc. 0.99% Add +3.7% 1,527,937 $205.2M
United Capital Financial Advisors, LLC 1.73% Reduce -0.8% 1,526,882 $205.0M
Atria Wealth Solutions, Inc. 2.24% Reduce -31.9% 1,519,050 $204.0M
Hartford Investment Management Co. 6.67% Reduce -2.1% 1,515,858 $203.6M
Whittier Trust Co. of Nevada Inc. 4.99% Add +4.4% 1,513,218 $203.2M
Illinois Municipal Retirement Fund 2.87% Add +0.5% 1,509,249 $202.7M
Salem Investment Counselors Inc. 6.64% Reduce -5.0% 1,508,235 $202.5M
NS Partners Ltd 8.37% Reduce -1.2% 1,507,613 $202.5M
Traynor Capital Management, Inc. 15.63% Reduce -8.3% 1,501,433 $201.6M
Voloridge Investment Management, LLC 0.71% Add +345.0% 1,500,000 $201.4M
Prime Capital Management Co Ltd 29.75% No change 1,497,700 $201.1M
Tiaa Trust, National Association 0.60% Reduce -6.8% 1,466,160 $196.9M
Metis Global Partners, LLC 5.93% Add +3.6% 1,464,826 $196.7M
Andra AP-fonden 3.14% Reduce -11.5% 1,458,300 $195.8M
MKP Capital Management, L.L.C. 9.61% Add +61.1% 1,450,000 $194.8M
Davis R M Inc. 3.79% Reduce -3.4% 1,445,867 $194.2M
Savoie Capital LLC 23.04% No change 1,439,940 $193.4M
Consolidated Press International Holdings Ltd. 29.11% No change 1,438,022 $193.1M
Mogy Joel R Investment Counsel Inc. 11.47% Reduce -0.3% 1,437,427 $193.0M
Daiichi Life Insurance Co., Ltd. 5.32% Reduce -26.2% 1,433,069 $192.4M
Greencape Capital Pty Ltd 57.35% Reduce -1.3% 1,431,817 $192.3M
EP Wealth Advisors, LLC 1.56% Reduce -3.1% 1,427,979 $191.8M
Townsquare Capital LLC 2.14% Add +7.7% 1,413,673 $189.8M
Aptus Capital Advisors, LLC 2.26% Add +16.2% 1,412,777 $189.7M
Oriental Harbor Investment Master Fund 18.98% Reduce -32.5% 1,406,267 $188.8M
UMB Bank, n.a. 2.99% Reduce -2.5% 1,406,048 $188.8M
Citizens Financial Group Inc. 3.62% Add +3.3% 1,380,707 $185.4M
Fullerton Fund Management Co Ltd. 6.47% Reduce -13.6% 1,380,059 $185.3M
Gabelli Funds LLC 1.41% Add +0.1% 1,378,942 $185.2M
Kestra Private Wealth Services, LLC 3.15% Reduce -3.3% 1,375,717 $184.7M
Phoenix Financial Ltd. 2.51% Reduce -1.0% 1,369,213 $183.9M
Adams Diversified Equity Fund, Inc. 6.94% Reduce -4.1% 1,366,300 $183.5M
Glenmede Trust Co. NA 0.94% Add +3.0% 1,364,996 $183.3M
Quadrature Capital Ltd 3.66% New 1,359,379 $182.5M
LGT Capital Partners LTD. 6.94% Add +10.3% 1,357,631 $182.3M
Hoey Investments, Inc. 30.88% Add +4.8% 1,351,477 $181.5M
Edmond DE Rothschild Holding S.A. 3.07% Reduce -10.9% 1,336,974 $179.5M
NorthCrest Asset Manangement, LLC 5.34% Reduce -0.1% 1,326,739 $178.2M
TD Waterhouse Canada Inc. 1.44% Add +5.6% 1,326,815 $178.1M
Sterling Capital Management LLC 2.44% Add +9.1% 1,323,728 $177.8M
Securian Asset Management, Inc. 5.15% Reduce -3.1% 1,318,383 $177.0M
Performance Wealth Partners, LLC 5.67% Add +0.6% 1,313,873 $176.4M
Mizuho Markets Americas LLC 3.38% New 1,312,438 $176.2M
Badgley Phelps Wealth Managers, LLC 4.08% Reduce -2.6% 1,302,656 $174.9M
Freestone Capital Holdings, LLC 6.03% Add +4.1% 1,297,502 $174.2M
Philadelphia Trust Co. 12.69% Reduce -2.7% 1,288,397 $173.0M
Flputnam Investment Management Co. 3.16% Add +9.5% 1,285,929 $172.7M
Lockheed Martin Investment Management Co. 6.87% Add +22.3% 1,284,290 $172.5M
HUB Investment Partners, LLC 7.25% Add +0.1% 1,283,762 $172.4M
Vinva Investment Management Ltd 6.55% Add +7.9% 1,250,923 $172.0M
Belmont Capital, LLC 27.96% Add +21.2% 1,279,813 $171.9M
Maryland State Retirement & Pension System 3.66% Reduce -6.0% 1,264,873 $169.9M
Northeast Investment Management 7.54% Reduce -3.1% 1,264,534 $169.8M
Great Lakes Advisors, LLC 1.45% Add +4.7% 1,262,357 $169.5M
Reynders McVeigh Capital Management, LLC 8.86% Reduce -2.8% 1,253,188 $168.3M
Oppenheimer & Co. Inc. 2.50% Reduce -4.1% 1,247,815 $167.6M
Schonfeld Strategic Advisors LLC 1.06% Add +21.2% 1,245,692 $167.3M
Exchange Traded Concepts, LLC 3.40% Add +25.5% 1,245,625 $167.3M
DJE Kapital AG 3.91% — 1,229,544 $167.1M
Nippon Life Global Investors Americas, Inc. 7.70% Reduce -10.1% 1,243,820 $167.0M
Point72 Hong Kong Ltd 10.31% Add +108.6% 1,231,306 $165.4M
Harvest Fund Management Co., Ltd 7.64% Add +19.8% 1,227,710 $164.9M
Advisory Services Network, LLC 3.04% Reduce -0.5% 1,217,143 $163.5M
Tokio Marine Asset Management Co. Ltd. 5.77% Add +7.5% 1,208,430 $162.3M
Cresset Asset Management, LLC 0.78% Reduce -54.6% 1,203,591 $161.6M
Envestnet Portfolio Solutions, Inc. 0.52% Add +2.0% 1,195,005 $160.5M
Kayne Anderson Rudnick Investment Management LLC 0.37% Reduce -3.3% 1,190,687 $159.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 1.37% Add +5.0% 1,348,744 $159.7M
Bokf, NA 2.70% Reduce -1.0% 1,174,111 $159.6M
Keystone Investors Pte Ltd. 11.13% Reduce -22.7% 1,186,420 $159.3M
Braun Stacey Associates Inc. 5.95% Reduce -3.7% 1,186,081 $159.3M
Lazard Freres Gestion S.A.S. 3.18% Reduce -15.2% 1,182,368 $158.8M
Capital International, Inc. 1.87% Add +7.2% 1,180,073 $158.5M
Stratos Wealth Partners, LTD. 2.26% Add +1.5% 1,177,296 $158.1M
Howard Capital Management Group, LLC 10.79% Reduce -2.7% 1,174,595 $157.7M
Bordeaux Wealth Advisors LLC 25.32% Add +44.5% 1,173,431 $157.6M
New Mexico Educational Retirement Board 5.29% Reduce -2.5% 1,172,880 $157.5M
MayTech Global Investments, LLC 18.53% Reduce -2.9% 1,171,220 $157.3M
M & L Capital Management Ltd 38.42% — 1,170,700 $157.2M
Great Valley Advisor Group, Inc. 3.50% Add +4.0% 1,165,258 $156.5M
Van Lanschot Kempen Investment Management N.V. 1.55% Add +0.5% 1,159,681 $155.7M
Telemark Asset Management, LLC 15.40% No change 1,150,000 $154.4M
Martin Currie Ltd. 5.68% Reduce -26.3% 1,149,783 $154.4M
Norinchukin Bank, The 3.25% Add +7.6% 1,146,061 $153.9M
Capital Advisors Inc. 3.05% Add +1.0% 1,139,347 $153.0M
MassMutual Private Wealth & Trust, FSB 4.28% Reduce -2.7% 1,137,344 $152.7M
Apollon Wealth Management, LLC 3.51% Add +13.7% 1,133,148 $152.2M
Alberta Investment Management Corp 1.06% Reduce -6.3% 1,125,216 $151.1M
Prime Capital Investment Advisors, LLC 2.17% Add +1.8% 1,111,482 $149.3M
BSN CAPITAL PARTNERS Ltd 5.96% Add +163.1% 1,133,380 $149.0M
Prospera Financial Services Inc 3.45% Add +2.1% 1,102,339 $148.0M
Perpetual Ltd 1.73% Add +1.4% 1,094,295 $147.0M
Blue Whale Capital LLP 10.91% Reduce -7.5% 1,093,619 $146.9M
Union Bancaire Privee, UBP SA 2.62% — 1,108,034 $145.8M
Castleark Management LLC 5.03% Reduce -17.4% 1,074,038 $144.2M
Daymark Wealth Partners, LLC 6.09% Reduce -2.5% 1,073,504 $144.2M
&partners 1.73% Add +41.4% 997,703 $144.1M
PEAK6 LLC 5.64% — 1,071,246 $143.9M
Parallel Advisors, LLC 3.24% Add +3.3% 1,067,899 $143.4M
Integrated Wealth Concepts LLC 1.66% Add +12.8% 1,066,060 $143.2M
Mgo One Seven LLC 5.48% Add +0.5% 1,061,906 $142.6M
Synovus Financial Corp. 1.80% Reduce -13.2% 1,055,828 $141.8M
Orion Porfolio Solutions, LLC 1.40% Add +5.3% 1,046,469 $140.5M
Orion Portfolio Solutions, LLC 1.40% Add +5.3% 1,046,469 $140.5M
SurgoCap Partners LP 8.09% New 1,040,120 $139.7M
Henshaw Capital LLC 5.81% No change 1,038,197 $139.4M
WT Asset Management Ltd 15.47% Add +156.3% 1,034,860 $139.0M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 4.39% Add +0.1% 1,010,669 $139.0M
Leavell Investment Management, Inc. 6.80% Reduce -1.9% 1,032,620 $138.7M
Shell Asset Management Co. 6.02% Reduce -2.9% 1,025,697 $137.7M
Quarry LP 27.82% Add +269719.0% 1,025,312 $137.7M
B. Riley Wealth Advisors, Inc. 4.48% Reduce -9.4% 1,017,372 $136.6M
Livforsakringsbolaget Skandia, Omsesidigt 7.22% Reduce -0.5% 1,016,699 $136.4M
Capital International Sarl 3.15% Add +14.8% 1,015,706 $136.4M
HRT Financial LP 0.70% Reduce -76.6% 1,015,077 $136.3M
Wedbush Securities Inc. 4.84% Reduce -0.0% 1,011,200 $135.8M
Cornerstone Advisors, LLC 5.41% Add +0.3% 1,010,900 $135.8M
Avala Global LP 8.45% No change 1,010,010 $135.6M
CWA Asset Management Group, LLC 6.85% Reduce -2.5% 1,009,151 $135.5M
Nelson Capital Management, LLC 22.46% Add +0.0% 1,008,041 $135.4M
Qube Research & Technologies Ltd 0.22% Reduce -87.8% 1,007,679 $135.3M
Bowen Hanes & Co. Inc. 3.61% Reduce -5.6% 1,003,935 $134.8M
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 7.40% No change 1,000,000 $134.3M
South Dakota Investment Council 2.66% Reduce -0.1% 994,475 $133.5M
Jefferies Financial Group Inc. 1.54% Reduce -41.7% 990,416 $133.0M
Advisors Capital Management, LLC 2.09% Add +2.7% 989,061 $132.8M
D.A. Davidson & Co. 1.08% Reduce -2.2% 988,121 $132.7M
Amova Asset Management Americas, Inc. 1.42% Reduce -11.8% 977,655 $131.2M
Gerber Kawasaki Wealth & Investment Management 5.69% Reduce -2.2% 974,386 $130.9M
Vident Advisory, LLC 2.29% Add +15.5% 972,264 $130.6M
Associated Banc-Corp 3.93% Reduce -4.8% 970,788 $130.4M
Dillon & Associates Inc. 17.97% Reduce -3.3% 967,064 $129.6M
Dock Street Asset Management Inc. 15.50% Reduce -0.1% 963,234 $129.4M
Diversify Advisory Services, LLC 7.12% Reduce -2.7% 950,314 $129.2M
Chilton Capital Management LLC 5.43% Reduce -0.4% 959,695 $128.9M
BNP Paribas 1.78% Add +1.4% 947,028 $127.9M
Thematics Asset Management 5.53% Reduce -12.1% 943,515 $126.7M
Atria Investments, Inc 1.57% Reduce -1.7% 942,202 $126.5M
Allianz SE 3.27% Add +0.4% 914,206 $125.7M
Harbour Trust & Investment Management Co 14.29% Reduce -3.0% 934,848 $125.5M
Styrax Capital, LP 10.55% Add +92.6% 926,698 $124.4M
Choreo, LLC 1.79% Reduce -4.8% 912,832 $124.3M
Kingsview Wealth Management, LLC 2.41% Add +3.4% 920,299 $123.6M
Cornerstone Wealth Group, LLC 10.10% Reduce -2.1% 919,572 $123.5M
Meiji Yasuda Asset Management Co Ltd. 4.69% Reduce -1.1% 918,654 $123.4M
CCLA Investment Management 1.94% Add +2.3% 911,645 $122.3M
Meitav Investment House Ltd. 2.05% Reduce -15.4% 903,043 $121.2M
Hartline Investment Corp./ 13.86% Reduce -7.3% 899,358 $120.8M
Mindset Wealth Management, LLC 44.11% Add +2.0% 898,547 $120.7M
Pinnacle Associates Ltd. 1.64% Add +770.0% 898,429 $120.7M
Wolverine Trading, LLC 2.71% Reduce -15.8% 876,355 $120.5M
Oppenheimer Asset Management Inc. 1.46% Reduce -2.1% 895,412 $120.2M
Systematic Alpha Investments, LLC 4.43% Reduce -0.6% 895,220 $120.2M
Brookstone Capital Management 1.75% Reduce -3.7% 894,233 $120.1M
Sit Investment Associates Inc. 2.73% Reduce -10.8% 894,186 $120.1M
E Fund Management Co., Ltd. 5.97% Add +45.2% 885,764 $118.9M
HB Wealth Management, LLC 1.22% Add +5.2% 884,285 $118.9M
Avidian Wealth Enterprises, LLC 5.32% Reduce -13.1% 881,583 $118.4M
Oak Ridge Investments LLC 9.27% Add +6.4% 880,068 $118.2M
CW Advisors, LLC 1.61% Reduce -1.1% 872,857 $117.2M
Builder Investment Group Inc. 31.67% Reduce -1.6% 868,465 $116.6M
Tudor Investment Corporation 1.24% Reduce -36.7% 866,715 $116.4M
Empirical Finance, LLC 6.73% Reduce -1.2% 866,035 $116.3M
Equitable Holdings, Inc. 1.11% Reduce -6.5% 865,664 $116.3M
Mark Asset Management LP 17.81% Reduce -24.8% 860,391 $115.5M
J. Stern & Co. LLP 10.86% Reduce -8.7% 858,753 $115.3M
Park Avenue Securities LLC 1.19% Add +17.2% 858,287 $115.3M
Commerzbank Aktiengesellschaft 2.77% Reduce -50.9% 857,826 $115.2M
Adell Harriman & Carpenter Inc. 8.01% Reduce -3.3% 857,126 $115.1M
Greenleaf Trust 1.05% Add +0.5% 855,876 $114.9M
Busey Bank 3.76% Add +2.0% 853,153 $114.6M
Ghe, LLC 45.37% Reduce -1.8% 852,399 $114.5M
Triglav Investments, D.O.O. 8.99% — 850,882 $114.3M
Empowered Funds, LLC 1.66% Add +10.4% 847,197 $113.8M
Walleye Trading LLC 2.22% Add +119.6% 840,742 $112.9M
Ratan Capital Management LP 17.20% Add +68.3% 834,930 $112.1M
Bartlett & Co. Wealth Management LLC 1.62% Add +11.1% 832,022 $111.7M
Motley Fool Asset Management LLC 5.81% Add +13.3% 829,491 $111.4M
Formuepleje A/S 5.99% Reduce -8.8% 827,352 $111.1M
Harding Loevner LP 0.75% New 825,923 $110.9M
Park National Corp. 4.06% Reduce -5.5% 825,191 $110.8M
Snowden Capital Advisors LLC 3.45% Reduce -2.0% 817,970 $109.8M
Signaturefd, LLC 2.07% Reduce -0.7% 811,945 $109.0M
Summa Corp. 53.38% Reduce -1.0% 810,560 $108.9M
Meridian Wealth Management, LLC 5.14% Add +1.5% 807,631 $108.5M
Sapient Capital LLC 2.07% Add +1.9% 806,146 $108.3M
Evelyn Partners Investment Management LLP 3.48% — 798,825 $107.3M
Institute for Wealth Management, LLC. 13.45% Reduce -1.4% 797,325 $107.1M
Bailard, Inc. 2.73% Add +0.3% 795,668 $106.9M
CloudAlpha Capital Management Limited/Hong Kong 22.17% Reduce -9.9% 793,304 $106.5M
Harvard Management Co. Inc. 6.27% Reduce -16.8% 788,631 $105.9M
Hancock Whitney Corp. 3.35% Add +5.7% 787,094 $105.7M
Franklin Street Advisors Inc. 7.00% Reduce -4.3% 783,548 $105.2M
Analog Century Management LP 7.03% Add +1.4% 783,001 $105.1M
Trybe Capital Management LP 28.76% No change 780,680 $104.8M
Steadfast Capital Management LP 2.22% Reduce -5.9% 780,050 $104.8M
Avestar Capital, LLC 9.50% Add +228.8% 778,922 $104.6M
Northwestern Mutual Investment Management Company, LLC 2.31% Reduce -0.1% 778,852 $104.6M
HighPoint Advisor Group LLC 5.67% Reduce -0.6% 785,298 $104.3M
Westwood Wealth Management 37.65% Reduce -0.8% 776,170 $104.2M
Haverford Trust Co 1.03% Add +0.8% 773,696 $103.9M
Torno Capital, LLC 20.49% Add +5497.8% 772,500 $103.7M
Westpac Banking Corp. 6.83% Add +7.1% 767,007 $103.0M
Chicago Capital, LLC 2.73% Reduce -0.6% 765,580 $102.8M
Dana Investment Advisors, Inc. 3.38% Add +5.0% 762,379 $102.4M
Private Wealth Partners, LLC 7.83% Reduce -1.4% 761,062 $102.2M
Azimuth Capital Investment Management LLC 3.88% Reduce -1.7% 742,971 $99.8M
Calamos Wealth Management LLC 5.06% Add +5.2% 742,848 $99.8M
SG Americas Securities, LLC 0.44% Reduce -1.5% 740,413 $99.4M
Hardman Johnston Global Advisors LLC 4.09% Add +6.2% 738,429 $99.2M
Ameritas Investment Partners, Inc. 3.22% Add +1.9% 737,749 $99.1M
Oribel Capital Management, LP 6.72% Add +28.8% 736,500 $98.9M
Bristol John W & Co. Inc. 1.62% Reduce -2.3% 736,311 $98.9M
Nicholas Company, Inc. 1.60% Reduce -8.3% 734,502 $98.6M
SteelPeak Wealth, LLC 4.09% Reduce -2.6% 734,413 $98.6M
Carnegie Investment Counsel 2.83% Reduce -1.6% 732,553 $98.4M
Ibex Wealth Advisors 11.56% Add +4147.0% 730,831 $98.1M
Allstate Corp. 2.88% Add +3234.2% 728,545 $97.8M
Thoroughbred Financial Services, LLC 5.98% Reduce -2.3% 728,495 $97.8M
Oddo BHF Asset Management Sas 4.96% Add +16.8% 728,120 $97.8M
Mirae Asset Securities (usa) Inc. 4.56% Add +145.6% 727,022 $97.6M
LMR Partners LLP 2.23% Reduce -8.2% 726,592 $97.6M
Maple Capital Management, Inc. 7.17% Add +0.5% 725,479 $97.4M
Spire Wealth Management 3.02% Reduce -2.8% 725,082 $97.4M
Moody LYNN Lieberson & Walker, LLC 5.95% Reduce -2.3% 723,100 $97.1M
Avalon Trust Co 6.90% Add +0.7% 722,736 $97.1M
RiverFront Investment Group, LLC 2.21% Add +18.4% 722,616 $97.0M
Meiji Yasuda Life Insurance Co 1.83% Add +4.4% 721,963 $97.0M
Covea Finance 4.37% No change 721,717 $96.9M
Choate Investment Advisors 2.33% Reduce -7.3% 721,061 $96.8M
Sandy Spring Bank 3.89% Reduce -0.9% 715,361 $96.1M
Waverly Advisors, LLC 1.49% Add +160.2% 714,717 $96.0M
Argent Capital Management LLC 2.70% Reduce -3.7% 711,918 $95.6M
Bradley Foster & Sargent Inc. 1.61% Reduce -2.4% 711,163 $95.5M
Sienna Gestion 6.41% Add +1.4% 707,061 $94.9M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3.69% Add +75.1% 706,468 $94.9M
Woodstock Corp. 9.14% Reduce -0.9% 706,354 $94.9M
Liontrust Investment Partners LLP 1.37% Reduce -26.7% 705,405 $94.7M
Crestline Management, L.P. 3.29% Add +159.2% 703,108 $94.4M
Lombard Odier Asset Management (Switzerland) SA 6.96% Add +6.7% 696,485 $93.5M
Blue Fin Capital, Inc. 17.21% Reduce -1.3% 695,534 $93.4M
Mission Wealth Management, LP 2.22% Add +8.6% 693,225 $93.1M
Summit Partners Public Asset Management, LLC 3.11% Reduce -8.3% 692,651 $93.0M
BLI - Banque de Luxembourg Investments 2.53% — 676,950 $93.0M
F/m Investments LLC 3.40% Reduce -12.9% 686,952 $92.3M
Sigma Planning Corp 2.88% Add +0.6% 682,184 $91.6M
Stephens Inc. 1.28% Add +2.9% 680,771 $91.4M
Appaloosa 1.42% Add +8.8% 680,001 $91.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.48% Add +48.7% 679,765 $91.3M
Laird Norton Wetherby Wealth Management, LLC 4.36% Reduce -6.6% 677,912 $91.0M
Sheaff Brock Investment Advisors, LLC 7.92% Reduce -0.8% 677,566 $91.0M
Capital International Ltd. 3.71% Add +8.8% 677,048 $90.9M
Harvest Portfolios Group Inc. 3.03% Add +60.0% 675,688 $90.7M
Itau Unibanco Holding S.A. 2.82% Add +83.3% 673,564 $90.5M
Broad Peak Investment Advisers Pte Ltd 45.78% Reduce -18.2% 673,628 $90.5M
NewEdge Wealth, LLC 1.57% Add +12.8% 672,393 $90.3M
BDF-Gestion 9.20% Reduce -11.5% 667,779 $89.7M
Caprock Group, LLC 2.93% Reduce -1.8% 667,529 $89.6M
Cercano Management LLC 2.28% Reduce -4.8% 667,395 $89.6M
Northwest & Ethical Investments L.P. 2.43% Add +5.3% 665,787 $89.4M
Picton Mahoney Asset Management 3.38% Add +10.6% 662,594 $89.0M
Diversified Trust Co. 2.16% Add +4.1% 659,442 $88.6M
Baker Avenue Asset Management, LP 2.70% Add +1.8% 656,057 $88.1M
Voleon Capital Management LP 6.52% — 653,290 $87.7M
Gradient Investments LLC 1.77% Add +8.4% 652,592 $87.6M
Smith Salley Wealth Management 5.63% Add +2.8% 652,556 $87.6M
Coldstream Capital Management Inc. 1.87% Add +3.5% 651,949 $87.6M
Moors & Cabot, Inc. 4.16% Reduce -3.8% 651,932 $87.5M
J.P. Marvel Investment Advisors, LLC 14.36% Reduce -1.4% 647,754 $87.0M
Longbow Finance SA 9.50% Add +23.2% 647,575 $87.0M
Generate Investment Management Ltd 6.07% Reduce -15.6% 646,601 $86.8M
Plato Investment Management Ltd 6.38% Add +6.5% 644,183 $86.8M
UNICOM Systems, Inc. 20.97% — 642,898 $86.3M
Fiduciary Trust Co 1.14% Add +3.9% 642,791 $86.3M
Savvy Advisors, Inc. 10.37% Add +745.6% 642,405 $86.3M
Allworth Financial LP 0.47% Add +12.8% 586,181 $86.2M
WASHINGTON TRUST Co 3.09% Reduce -5.4% 640,749 $86.0M
First National Trust Co 3.21% Reduce -1.3% 636,782 $85.5M
Howard Capital Management, LLC 1.32% Add +3.8% 635,044 $85.3M
Capital Investment Counsel, Inc 12.71% Reduce -3.3% 628,218 $84.4M
ZWJ Investment Counsel Inc. 3.48% Reduce -4.0% 627,982 $84.3M
Central Bank & Trust Co. 12.70% Reduce -2.6% 624,739 $83.9M
Kintegral Advisory, LLC 7.88% Reduce -4.5% 621,941 $83.5M
Schwartz Investment Counsel Inc. 3.00% No change 620,000 $83.3M
Main Street Research LLC 5.18% Reduce -21.2% 619,049 $83.1M
Natixis Investment Managers International 6.40% Reduce -2.3% 616,035 $82.7M
Community Trust & Investment Co. 5.10% Reduce -4.7% 613,997 $82.5M
Alpha Cubed Investments, LLC 3.76% Reduce -3.1% 612,125 $82.2M
Lyell Wealth Management, LP 7.35% Reduce -2.7% 610,955 $82.0M
Patient Capital Management, LLC 3.77% Reduce -0.0% 608,563 $81.7M
Franchise Capital Ltd 37.63% Reduce -28.4% 604,380 $81.2M
Concurrent Investment Advisors, LLC 2.20% Add +5.7% 603,541 $81.0M
Savant Capital, LLC 0.64% Add +4.3% 602,583 $80.9M
Penn Davis McFarland Inc. 8.75% Reduce -0.1% 597,838 $80.3M
Lombard Odier Asset Management (Europe) Ltd 5.45% Add +5.4% 597,619 $80.3M
Wilkinson Global Asset Management LLC 4.89% Reduce -0.9% 592,268 $79.5M
OAKMONT Corp 13.90% Add +3.8% 592,189 $79.5M
Navellier & Associates Inc. 9.51% Add +6.6% 590,797 $79.3M
Foundations Investment Advisors, LLC 1.53% Add +11.3% 589,546 $79.2M
Vestor Capital, LLC 6.02% Reduce -21.7% 587,910 $79.0M
Segall Bryant & Hamill, LLC 1.08% Reduce -15.1% 583,889 $78.4M
Manning & Napier Advisors LLC 0.89% Add +4.8% 580,432 $77.9M
Allen Investment Management, LLC 0.89% Add +5.2% 577,016 $77.5M
CFM Wealth Partners LLC 13.06% Reduce -1.4% 576,735 $77.4M
Alkeon Capital Management LLC 0.45% Reduce -14.8% 574,953 $77.2M
CENTRAL TRUST Co 1.89% Reduce -8.8% 574,196 $77.1M
Praxis Investment Management Inc. 4.99% Reduce -8.5% 572,400 $76.9M
Alta Capital Management LLC/ 4.55% Add +18.4% 569,224 $76.4M
United Services Automobile Association 2.49% Reduce -0.2% 568,866 $76.4M
Bender Robert & Associates 18.41% Reduce -14.2% 568,095 $76.3M
Meeder Asset Management Inc. 5.29% Reduce -13.5% 567,330 $76.2M
Benjamin Edwards Inc. 1.08% Reduce -0.8% 562,907 $75.6M
Kodai Capital Management LP 3.08% New 560,125 $75.2M
Bleakley Financial Group, LLC 2.25% Add +2.2% 557,758 $74.9M
IronBridge Private Wealth, LLC 27.42% Reduce -0.2% 556,164 $74.7M
Synergy Asset Management, LLC 5.73% Add +110.3% 568,698 $74.1M
Suncoast Equity Management 8.20% Reduce -1.0% 547,151 $73.5M
Sumitomo Life Insurance Co. 1.38% Add +5.6% 546,348 $73.4M
Larson Financial Group LLC 3.80% Add +141.7% 546,174 $73.3M
Boston Trust Walden Corp 0.51% Add +3.8% 545,932 $73.3M
Valeo Financial Advisors, LLC 2.04% Add +0.0% 543,749 $73.1M
SRS Investment Management, LLC 1.03% No change 540,235 $72.5M
Migdal Insurance & Financial Holdings Ltd. 1.04% Reduce -26.3% 539,963 $72.5M
Lynch Asset Management, Inc. 29.17% Add +0.1% 536,250 $72.0M
O'Neil Global Advisors, Inc. 21.03% Reduce -13.7% 536,238 $72.0M
BLB&B Advisors, LLC 3.66% Reduce -5.3% 533,892 $71.7M
IHT Wealth Management, LLC 2.31% Reduce -14.9% 532,413 $71.5M
Verus Capital Partners, LLC 6.83% Add +18.1% 532,979 $71.5M
Vestcor Inc 2.37% Reduce -8.0% 531,459 $71.4M
Chicago Partners Investment Group LLC 2.37% Add +0.6% 508,376 $71.2M
Narwhal Capital Management 6.25% Reduce -3.5% 526,475 $70.7M
Texas Capital Bank Wealth Management Services Inc 7.23% Add +0.0% 526,203 $70.7M
Laurion Capital Management LP 4.50% New 524,718 $70.5M
GPS Wealth Strategies Group, LLC 8.98% Add +1.7% 520,914 $70.0M
Triodos Investment Management BV 5.64% Reduce -12.1% 519,570 $69.8M
Bedrijfstakpensioenfonds Voor DE Media Pno 8.70% Reduce -7.5% 537,500 $69.7M
XN LP 3.05% Reduce -0.6% 518,674 $69.7M
Abner Herrman & Brock LLC 8.60% Reduce -1.1% 515,681 $69.3M
Texas Capital Bancshares Inc 27.77% Add +703.9% 514,013 $69.0M
Heritage Investors Management Corp. 2.23% Reduce -1.7% 513,672 $69.0M
Kinetic Partners Management, LP 4.54% Add +56.5% 513,550 $69.0M
Annex Advisory Services, LLC 2.08% Add +30.0% 512,985 $68.9M
Dorsey & Whitney Trust CO LLC 3.76% Add +1.6% 508,549 $68.3M
Caisse Des Depots Et Consignations 3.35% — 507,662 $68.2M
Baltimore-Washington Financial Advisors, Inc. 3.54% Reduce -1.0% 507,272 $68.1M
Fifth Third Wealth Advisors LLC 3.68% Add +5.2% 505,767 $67.9M
V-Square Quantitative Management LLC 9.60% Add +2.4% 504,428 $67.7M
Global Retirement Partners, LLC 1.94% Add +0.8% 504,252 $67.7M
Composition Wealth, LLC 1.37% Add +27.9% 503,974 $67.7M
Axxcess Wealth Management, LLC 1.67% Add +2.1% 503,499 $67.6M
Coastline Trust Co 7.91% Reduce -2.4% 503,131 $67.6M
Stillwater Capital Advisors, LLC 8.34% Reduce -1.9% 502,263 $67.4M
Meeder Advisory Services, Inc. 4.20% Add +4.4% 500,918 $67.3M
Oak Grove Capital LLC 13.49% Add +2.7% 500,360 $67.2M
International Assets Investment Management, LLC 5.60% Add +4.5% 484,375 $67.0M
Ritholtz Wealth Management 1.96% Add +5.9% 496,674 $66.7M
Trexquant Investment LP 0.77% Reduce -16.1% 494,517 $66.4M
Baldwin Wealth Partners LLC 4.58% Reduce -3.7% 493,413 $66.3M
Clearstead Advisors, LLC 1.01% Reduce -3.4% 493,350 $66.3M
Frank, Rimerman Advisors LLC 4.80% Reduce -0.7% 492,414 $66.1M
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 5.45% Reduce -1.2% 490,450 $65.9M
Security National Bank 9.37% Reduce -2.7% 489,066 $65.7M
Richard Bernstein Advisors LLC 1.49% Reduce -6.5% 488,960 $65.7M
Brown Brothers Harriman & Co. 0.46% Add +26.0% 488,739 $65.6M
Kieckhefer Group LLC 39.52% — 488,554 $65.6M
O'Keefe Stevens Advisory, Inc. 20.23% Reduce -4.4% 487,180 $65.4M
Merit Financial Group, LLC 1.17% Add +49.1% 486,396 $65.3M
Once Capital Management, LLC 29.62% Add +0.8% 485,800 $65.2M
Sumitomo Mitsui Financial Group, Inc. 0.87% Reduce -2.3% 485,032 $65.2M
U.S. Capital Wealth Advisors, LLC 2.02% Add +21.6% 482,714 $64.8M
Parker Investment Management, LLC 10.05% Reduce -6.4% 479,974 $64.5M
Financial Advocates Investment Management 3.67% Reduce -5.8% 479,200 $64.4M
Harel Insurance Investments & Financial Services Ltd. 1.05% Reduce -2.5% 476,484 $64.0M
Dakota Wealth Management 1.47% Reduce -5.4% 476,482 $64.0M
Sculptor Capital LP 1.52% Add +43.4% 476,000 $63.9M
Cypress Funds LLC 8.58% No change 474,794 $63.8M
Investment House LLC 3.46% Reduce -4.0% 474,230 $63.7M
Chesley Taft & Associates LLC 2.95% Add +0.5% 472,585 $63.5M
China Universal Asset Management Co., Ltd. 5.93% Add +11.3% 471,646 $63.3M
Zweig-DiMenna Associates LLC 5.34% Add +1.8% 470,545 $63.2M
TrinityBridge Ltd 1.78% No change 470,311 $63.1M
Knollwood Investment Advisory, LLC 6.61% No change 470,220 $63.1M
First Citizens Bank & Trust Co. 1.15% Add +4.9% 467,647 $62.8M
Cohen Klingenstein LLC 2.14% Reduce -35.9% 465,320 $62.5M
GAM Holding AG 4.66% Add +6.0% 464,873 $62.4M
Lingotto Investment Management LLP 1.67% Reduce -19.9% 463,660 $62.3M
Arkadios Wealth Advisors 3.37% Add +6.0% 460,361 $61.8M
Rothschild Investment LLC 4.04% Reduce -1.8% 459,665 $61.7M
Nan Shan Life Insurance Co., Ltd. 1.48% Reduce -9.8% 457,694 $61.5M
Greenwich Wealth Management LLC 4.33% Reduce -74.4% 457,105 $61.4M
Burr Financial Services, LLC 41.28% Reduce -11.5% 455,498 $61.2M
Oxbow Capital Management (HK) Ltd 21.70% Add +35.9% 455,389 $61.2M
Sowell Financial Services LLC 3.21% Add +6.1% 454,106 $61.0M
Forbes J M & Co. LLP 5.87% Reduce -7.2% 453,824 $60.9M
Ballentine Partners, LLC 1.04% Add +5.4% 452,644 $60.8M
J.W. Cole Advisors, Inc. 2.45% Add +1.2% 451,628 $60.6M
Hemenway Trust Co LLC 4.91% Reduce -7.5% 451,014 $60.6M
Pinnacle Financial Partners Inc 1.22% Add +0.7% 453,287 $60.4M
Howland Capital Management LLC 2.64% Add +4.4% 449,476 $60.4M
Canada Post Corp Registered Pension Plan 3.54% — 445,898 $59.9M
Watts Gwilliam & Co., LLC 12.65% Reduce -16.7% 427,030 $59.8M
FineMark National Bank & Trust 2.08% Reduce -0.7% 444,866 $59.7M
Huntleigh Advisors, Inc. 12.78% — 442,006 $59.4M
Penobscot Investment Management Company, Inc. 5.38% Reduce -0.4% 441,213 $59.3M
Elequin Capital, LP 9.16% New 440,392 $59.1M
Wilmington Savings Fund Society, FSB 1.06% Add +1.8% 440,179 $59.1M
AIA Group Ltd 1.43% Add +12.5% 439,496 $59.0M
Princeton Capital Management LLC 17.96% Reduce -1.5% 431,914 $58.0M
Harvey Capital Management Inc. 13.65% Add +0.0% 431,795 $58.0M
Elite Wealth Management, Inc. 13.56% Reduce -6.3% 431,753 $58.0M
Kane Investment Management, Inc. 32.36% — 431,435 $57.9M
NorthRock Partners, LLC 1.89% Reduce -15.3% 430,349 $57.8M
Peddock Capital Advisors, LLC 13.82% Reduce -1.1% 429,236 $57.6M
Waycross Partners, LLC 7.46% Add +1.1% 428,654 $57.6M
Dupont Capital Management Corp. 5.37% Reduce -7.5% 428,585 $57.6M
CHURCHILL MANAGEMENT Corp 0.63% Add +3.7% 428,335 $57.5M
M&G PLC 0.37% Add +11.1% 428,397 $57.4M
Insight Holdings Group, LLC 3.71% Reduce -21.7% 427,100 $57.4M
Tran Capital Management, L.P. 6.50% Reduce -4.6% 426,880 $57.3M
Graypoint LLC 3.46% Reduce -1.9% 425,297 $57.1M
Summit Financial, LLC 2.00% Add +39.6% 425,192 $57.1M
NZS Capital, LLC 2.41% Reduce -21.6% 421,975 $56.7M
Wealthcare Advisory Partners LLC 1.57% Reduce -2.6% 420,525 $56.5M
Matthew 25 Management Corp 17.88% Add +5.0% 420,000 $56.4M
Tree Line Advisors (Hong Kong) Ltd. 10.61% No change 420,000 $56.4M
New Age Alpha Advisors, LLC 2.28% Add +738.7% 419,623 $56.4M
Light Street Capital Management, LLC 11.59% Reduce -26.9% 419,310 $56.3M
Jaffetilchin Investment Partners, LLC 4.06% Reduce -1.9% 417,586 $56.1M
Rockline Wealth Management, LLC 14.97% Reduce -0.6% 417,158 $56.0M
Klingenstein Fields & Co. LP 2.26% Add +0.4% 416,830 $56.0M
National Mutual Insurance Federation of Agricultural Cooperatives 0.48% Add +32.1% 416,000 $55.9M
Petredis Investment Advisors LLC 5.77% Reduce -2.5% 415,747 $55.8M
RPG Investment Advisory, LLC 7.41% Reduce -1.1% 411,551 $55.3M
Capital Investment Services of America, Inc. 5.23% Reduce -3.8% 408,491 $54.9M
Tiff Advisory Services, LLC 17.81% Add +34.4% 406,899 $54.6M
Wedmont Private Capital 2.88% Add +6.7% 400,948 $54.5M
Kovack Advisors, Inc. 5.33% Add +6.7% 404,411 $54.3M
Simplex Trading, LLC 1.53% Reduce -70.5% 403,972 $54.2M
Boussard & Gavaudan Investment Management LLP 7.18% Add +171.0% 394,502 $54.2M
First Financial Bankshares Inc 1.17% Reduce -5.2% 403,818 $54.2M
Callan Family Office, LLC 3.45% Add +794.7% 403,461 $54.2M
South Street Advisors LLC 8.30% Reduce -4.6% 403,431 $54.2M
Nixon Peabody Trust Co. 4.42% Add +0.8% 399,213 $53.6M
GAMMA Investing LLC 4.56% Add +11.9% 397,922 $53.4M
Private Advisory Group LLC 5.98% Add +4.5% 397,861 $53.4M
Berkley W R Corp. 3.02% Reduce -42.9% 397,500 $53.4M
GW&K Investment Management, LLC 0.45% Add +0.5% 397,037 $53.3M
Good Life Advisors, LLC 3.86% Reduce -1.6% 395,066 $53.1M
GTS Securities LLC 2.58% Reduce -72.9% 394,002 $52.9M
Caxton Associates LP 1.68% Add +101.1% 392,672 $52.7M
Leonteq Securities AG 5.17% Add +23.5% 391,870 $52.6M
PFG Investments, LLC 3.27% Reduce -2.7% 391,450 $52.6M
Grandview Asset Management LLC 19.23% Reduce -0.5% 390,171 $52.4M
SeaCrest Wealth Management, LLC 5.49% Reduce -4.9% 389,004 $52.2M
McGuire Investment Group, LLC 7.54% Add +0.3% 388,804 $52.2M
Knights of Columbus Asset Advisors LLC 3.43% Add +4.5% 387,558 $52.0M
OneDigital Investment Advisors LLC 0.60% Reduce -12.5% 386,933 $52.0M
One Capital Management, LLC 1.72% Reduce -6.4% 386,853 $52.0M
KCM Investment Advisors LLC 1.79% Reduce -0.6% 385,120 $51.7M
Kennedy Capital Management LLC 1.14% Reduce -9.0% 382,762 $51.4M
Gladstone Institutional Advisory LLC 2.37% Add +10.6% 380,233 $51.1M
Trivest Advisors Ltd 2.32% Reduce -74.3% 380,000 $51.0M
CreativeOne Wealth, LLC 1.55% Add +34.3% 377,837 $50.7M
Twin Capital Management Inc. 5.55% Reduce -0.7% 377,206 $50.7M
Arthur M. Cohen & Associates, LLC 8.93% Add +1.2% 375,248 $50.4M
First Long Island Investors, LLC 4.00% Add +0.2% 374,459 $50.3M
Dnca Finance 3.98% Reduce -4.3% 372,124 $50.0M
Capital Investment Advisors, LLC 1.02% Add +6.3% 371,142 $49.8M
First American Bank 3.51% Add +0.6% 370,991 $49.8M
Quest Investment Management LLC 5.78% Reduce -2.0% 370,619 $49.8M
Thornburg Investment Management Inc. 0.66% Reduce -1.8% 370,326 $49.7M
ARK Investment Management 0.41% Reduce -1.3% 367,556 $49.4M
Rakuten Securities, Inc. 19.43% Reduce -11.2% 367,383 $49.3M
Dynamic Advisor Solutions LLC 2.14% Reduce -9.6% 367,326 $49.3M
EULAV Asset Management 1.19% Reduce -4.7% 367,137 $49.3M
Rheos Capital Works Inc. 2.72% Add +14.2% 365,500 $49.1M
SVB Wealth LLC 0.91% New 364,542 $49.0M
Kera Capital Partners, Inc. 14.09% — 364,452 $48.9M
Old National Bancorp 1.16% Add +8.6% 363,101 $48.8M
Atlantic Union Bankshares Corp 2.83% Add +0.3% 362,637 $48.7M
Stock Yards Bank & Trust Co. 1.67% Add +9.5% 362,391 $48.7M
Sara-Bay Financial 18.03% Reduce -1.1% 353,747 $48.6M
Mufg Securities Americas Inc. 6.42% — 362,103 $48.6M
City of London Investment Management Co. Ltd. 4.82% New 361,460 $48.5M
KMG Fiduciary Partners, LLC 4.01% Reduce -0.5% 360,446 $48.4M
Pitcairn Co. 2.86% Reduce -3.5% 360,012 $48.3M
ICONIQ Capital, LLC 0.75% Add +10.2% 359,678 $48.3M
Davidson Kempner Capital Management LP 1.29% Add +128.1% 359,215 $48.2M
Sunbelt Securities, Inc. 4.25% Add +2.7% 350,836 $48.2M
Biondo Investment Advisors, LLC 6.62% Reduce -4.5% 357,902 $48.1M
Caldwell Trust Co 5.01% Reduce -5.3% 357,344 $48.0M
Flagship Harbor Advisors, LLC 2.51% Reduce -7.3% 355,850 $47.8M
Kingswood Wealth Advisors, LLC 3.58% Reduce -22.2% 355,211 $47.7M
Mane Global Capital Management LP 2.17% Add +77.1% 353,997 $47.5M
Guinness Asset Management LTD 0.89% Add +9.9% 353,757 $47.5M
Alerus Financial NA 3.62% Reduce -8.2% 352,392 $47.3M
Sycomore Asset Management 6.73% Reduce -23.6% 380,389 $47.2M
Eagle Global Advisors LLC 1.92% Add +19.2% 349,785 $47.0M
IFP Advisors, Inc 1.53% Add +34.6% 348,845 $46.8M
Beacon Investment Advisory Services, Inc. 2.03% Reduce -1.2% 347,838 $46.7M
Evergreen Capital Management LLC 1.51% Reduce -1.3% 346,039 $46.5M
Fulton Bank, N.A. 1.79% Reduce -0.8% 346,020 $46.5M
Alphadyne Asset Management LP 19.25% Add +82.0% 345,842 $46.4M
Hantz Financial Services, Inc. 0.80% Add +7.2% 343,644 $46.1M
Highland Capital Management, LLC 2.64% Add +5.6% 343,550 $46.1M
Amica Mutual Insurance Co. 4.70% Reduce -7.4% 341,822 $45.9M
Mitchell Capital Management Co. 8.00% Reduce -0.9% 340,171 $45.7M
Westend Capital Management, LLC 13.54% Add +0.0% 339,574 $45.6M
Discovery Value Fund 26.19% Add +276.2% 339,545 $45.6M
Steel Grove Capital Advisors, LLC 6.43% Reduce -0.4% 339,156 $45.5M
FFG Partners, LLC 15.91% Reduce -0.4% 338,245 $45.4M
Integrated Advisors Network LLC 2.17% Reduce -3.8% 337,087 $45.3M
BIT Capital GmbH 3.96% Add +49.1% 336,431 $45.2M
Lake Street Advisors Group, LLC 2.08% Add +4.8% 336,173 $45.1M
Tyler-Stone Wealth Management 8.01% Reduce -3.5% 335,130 $45.0M
Simmons Bank 3.29% Reduce -1.1% 334,821 $45.0M
Stratos Wealth Advisors, LLC 2.15% Reduce -2.7% 334,222 $44.9M
Ithaka Group LLC 8.26% Reduce -6.5% 333,774 $44.8M
Crestwood Advisors Group, LLC 0.84% Add +2.0% 333,742 $44.8M
Hodges Capital Management Inc. 2.68% Reduce -4.0% 333,507 $44.8M
Belpointe Asset Management LLC 2.69% Add +3.6% 373,638 $44.7M
Whalerock Point Partners, LLC 10.68% Reduce -0.0% 331,855 $44.6M
Global X Japan Co., Ltd. 5.54% Reduce -18.4% 330,243 $44.3M
Senator Investment Group LP 1.30% No change 330,000 $44.3M
Boston Common Asset Management, LLC 1.29% Add +50.4% 329,866 $44.3M
Jacobs & Co. 4.50% Reduce -4.7% 329,752 $44.3M
Curi Capital, LLC 1.02% Add +254.9% 329,363 $44.2M
Oak Associates Ltd. 3.05% Reduce -4.9% 329,130 $44.2M
Avitas Wealth Management LLC 6.10% Reduce -1.0% 328,614 $44.1M
Centaurus Financial, Inc. 2.69% Add +20.1% 328,362 $44.1M
Talos Eurisko Asset Management LP 10.41% — 328,300 $44.1M
Johnson Investment Counsel Inc. 0.43% Reduce -3.2% 325,821 $43.8M
Peapack Gladstone Financial Corp. 0.63% Add +0.4% 325,750 $43.7M
Brighton Jones LLC 1.26% Add +12.4% 324,901 $43.6M
Procyon Advisors, LLC 2.78% Add +10.6% 324,256 $43.5M
Burney Co./ 1.54% Add +6.1% 323,778 $43.5M
Point72 (DIFC) Ltd 3.92% New 323,459 $43.4M
Silvercrest Asset Management Group LLC 0.29% Add +17.1% 323,199 $43.4M
Farther Finance Advisors, LLC 1.57% Reduce -62.1% 322,974 $43.4M
BTC Capital Management, Inc. 4.01% Reduce -4.0% 322,700 $43.3M
Principal Securities, Inc. 0.97% Add +2.4% 320,175 $43.0M
Granite Investment Partners, LLC 1.86% Reduce -5.6% 319,767 $42.9M
Trust Co. of Vermont 2.09% Add +0.9% 319,696 $42.9M
GAMCO Investors 0.45% Reduce -3.6% 319,650 $42.9M
Obermeyer Wealth Partners 2.23% Reduce -0.5% 319,267 $42.9M
Focus Partners Advisor Solutions, LLC 0.72% Add +9.8% 316,713 $42.5M
ARS Investment Partners, LLC 3.83% Add +2.9% 316,358 $42.5M
Western Wealth Management, LLC 2.27% Add +4.9% 315,039 $42.3M
LGT Fund Management Co Ltd. 3.71% Add +8.4% 314,735 $42.3M
Summit Trail Advisors, LLC 1.55% Add +48.7% 312,177 $41.9M
Cobblestone Capital Advisors LLC 2.28% Reduce -1.7% 312,072 $41.9M
Virtus Wealth Solutions LLC 9.86% — 311,486 $41.8M
Meridiem Capital Partners LP 3.92% — 310,486 $41.7M
Great Lakes Retirement, Inc. 5.37% Reduce -9.1% 309,833 $41.6M
Mutual Advisors, LLC 1.20% Reduce -7.3% 311,334 $41.6M
Bristlecone Advisors, LLC 3.25% Reduce -9.3% 309,653 $41.6M
Bridgeway Capital Management, LLC 0.93% Reduce -0.7% 309,560 $41.6M
Hamilton Capital Partners Inc. 3.09% Add +8.5% 308,392 $41.4M
Sava Infond d.o.o. 7.31% — 308,075 $41.4M
Forvis Mazars Wealth Advisors, LLC 0.95% Reduce -3.4% 307,075 $41.2M
SlateStone Wealth, LLC 4.04% Add +1.1% 306,679 $41.2M
Lattice Capital Management, LLC 34.54% No change 306,560 $41.2M
Albion Financial Group 2.81% Add +1.1% 305,306 $41.0M
Rosenblum Silverman Sutton S F Inc. 10.29% Reduce -5.6% 305,080 $41.0M
Gifford Fong Associates 9.93% Reduce -17.6% 301,210 $40.4M
Moody National Bank Trust Division 4.22% Reduce -3.2% 300,571 $40.4M
Aft, Forsyth & Company, Inc. 19.77% Reduce -5.6% 300,272 $40.3M
Honeycomb Asset Management LP 15.03% Add +500.0% 300,000 $40.3M
Rwa Wealth Partners, LLC 0.50% Add +10.1% 301,389 $40.2M
Gemmer Asset Management LLC 3.95% Reduce -0.1% 298,867 $40.1M
Orange Investment Advisors, Inc. 4.54% Reduce -7.3% 298,799 $40.1M
Occidental Asset Management, LLC 6.25% Add +1.6% 297,962 $40.0M
Jag Capital Management, LLC 5.56% Reduce -33.5% 296,200 $39.8M
NJ State Employees Deferred Compensation Plan 4.83% No change 296,000 $39.7M
United Asset Strategies, Inc. 3.64% Add +1.9% 294,962 $39.6M
Legacy Private Trust Co. 2.58% Reduce -4.6% 293,360 $39.4M
Qtron Investments LLC 5.53% Reduce -3.9% 293,298 $39.4M
Balboa Wealth Partners 9.01% Reduce -7.9% 293,056 $39.4M
Ashton Thomas Private Wealth, LLC 1.53% Add +5.3% 292,718 $39.3M
Banco BTG Pactual S.A. 9.16% Add +94.6% 282,952 $39.1M
Transform Wealth, LLC 2.17% Add +16.0% 290,549 $39.0M
Berkshire Capital Holdings Inc. 14.09% Reduce -7.2% 290,360 $39.0M
Front Row Advisors LLC 13.42% Reduce -1.0% 289,324 $38.9M
Denali Advisors LLC 4.07% Reduce -0.4% 289,265 $38.8M
Sky Investment Group LLC 7.29% Reduce -0.2% 288,961 $38.8M
Concentrum Wealth Management 13.63% Add +11.9% 288,668 $38.8M
Meritage Portfolio Management 2.40% Add +23.5% 287,811 $38.7M
Avalon Global Asset Management LLC 10.81% Add +35.3% 287,300 $38.6M
Insigneo Advisory Services, LLC 3.99% Reduce -1.6% 287,105 $38.6M
Covenant Asset Management, LLC 8.49% Reduce -5.1% 285,031 $38.3M
Patton Albertson Miller Group, LLC 5.12% Reduce -4.2% 284,773 $38.2M
Bensler, LLC 4.54% Reduce -2.4% 284,702 $38.2M
APEIRON CAPITAL Ltd 14.22% Add +46.1% 284,100 $38.2M
Trust Asset Management LLC 2.98% No change 283,870 $38.1M
PARUS FINANCE (UK) Ltd 11.91% Reduce -11.5% 283,010 $38.0M
Osterweis Capital Management Inc. 2.31% Add +2750.6% 281,781 $37.8M
Fisher Funds Management LTD 0.91% — 280,318 $37.8M
Brown Miller Wealth Management, LLC 14.49% Reduce -0.5% 281,394 $37.8M
Vise Technologies, Inc. 3.13% Add +73.7% 279,838 $37.6M
Purus Wealth Management, LLC 14.85% Reduce -0.3% 279,452 $37.5M
Weiss Asset Management LP 1.15% Add +5.7% 277,896 $37.3M
Summit Rock Advisors, LP 12.62% No change 277,257 $37.2M
Greenwood Gearhart LLC 2.57% Add +3.6% 277,218 $37.2M
Gardner Lewis Asset Management L P 9.39% Reduce -2.1% 276,066 $37.1M
Westwood Holdings Group Inc. 0.29% Reduce -6.6% 276,001 $37.1M
Moneta Group Investment Advisors LLC 0.52% Add +8.3% 275,403 $37.0M
Ogborne Capital Management, LLC 9.02% Add +10.0% 275,000 $36.9M
Anderson Hoagland & Co. 3.79% Reduce -4.8% 267,839 $36.9M
Parsons Capital Management Inc. 2.00% Add +64.9% 273,831 $36.8M
Flossbach Von Storch SE 0.15% Reduce -11.6% 272,320 $36.6M
Wesleyan Assurance Society 2.80% Add +22.9% 272,400 $36.6M
Level Four Advisory Services, LLC 1.48% Add +0.3% 270,449 $36.3M
Avity Investment Management Inc. 2.85% Add +8343.5% 270,446 $36.3M
Soltis Investment Advisors LLC 3.36% Add +24.0% 270,187 $36.3M
Junto Capital Management LP 0.72% Add +20.8% 269,754 $36.2M
Mirabella Financial Services LLP 3.43% Add +14.5% 269,836 $36.2M
Iron Gate Global Advisors LLC 5.10% Add +31.0% 262,928 $36.1M
HCR Wealth Advisors 4.52% Add +1.6% 268,897 $36.1M
WCG Wealth Advisors LLC 2.38% Reduce -0.4% 268,583 $36.1M
CCM Investment Advisers LLC 3.98% Reduce -4.7% 267,969 $36.0M
Sand Hill Global Advisors, LLC 1.52% Reduce -6.5% 267,026 $35.9M
StoneX Group Inc. 1.96% Add +36.1% 265,228 $35.6M
Iyo Bank, Ltd. 12.18% No change 265,200 $35.6M
Certuity, LLC 3.87% Add +12.1% 264,441 $35.6M
Venturi Wealth Management, LLC 1.75% Add +19.9% 264,967 $35.6M
Baader Bank Aktiengesellschaft 3.26% Reduce -25.1% 263,978 $35.4M
Sawgrass Asset Management LLC 3.88% Reduce -6.1% 263,333 $35.4M
Florida Trust Wealth Management Co 1.12% Add +3.6% 262,062 $35.2M
Pine Valley Investments Ltd Liability Co 2.30% Add +1.2% 261,976 $35.2M
Palestra Capital Management LLC 0.96% Reduce -22.8% 261,777 $35.2M
German American Bancorp, Inc. 3.67% Add +1.9% 261,091 $35.1M
Proficio Capital Partners LLC 2.84% Add +10.7% 260,403 $35.0M
Wesbanco Bank Inc. 1.19% Add +13.0% 259,691 $34.9M
Overbrook Management Corp 7.51% Reduce -0.7% 259,501 $34.8M
Thompson Siegel & Walmsley LLC 0.55% Add +1.9% 259,141 $34.8M
James Investment Research, Inc. 4.14% Reduce -3.5% 258,810 $34.8M
Tompkins Financial Corp. 3.23% Reduce -2.6% 258,649 $34.7M
Quadrant Capital Group LLC 2.39% Add +0.2% 258,575 $34.7M
Symphony Financial, Ltd. Co. 5.46% Add +13.6% 245,962 $34.7M
Analyst IMS Investment Management Services Ltd. 1.27% Add +1.7% 258,055 $34.7M
Cim, LLC 4.93% Reduce -6.1% 257,797 $34.6M
Lake Street Private Wealth, LLC 5.56% Reduce -6.9% 257,628 $34.6M
NFSG Corp 8.88% Add +4.7% 257,545 $34.6M
Silicon Valley Capital Partners 3.85% Reduce -8.9% 256,878 $34.5M
Kornitzer Capital Management Inc. 0.68% Add +0.1% 256,830 $34.5M
Asset Planning Services Inc. /La/ 16.80% Reduce -0.3% 256,626 $34.5M
Ascent Group, LLC 2.59% Reduce -0.5% 256,428 $34.4M
Aljian Capital Management, LLC 7.49% Reduce -14.3% 256,379 $34.4M
RMR Wealth Builders 3.55% Reduce -0.8% 255,738 $34.3M
Adero Partners, LLC 2.21% Add +2.3% 255,584 $34.3M
Nwam LLC 2.11% Add +0.3% 254,207 $34.1M
Quadrant Private Wealth Management, LLC 8.38% Add +0.3% 253,670 $34.1M
Moran Wealth Management, LLC 1.08% Reduce -1.5% 253,156 $34.0M
Mirabaud & Cie SA 10.93% Add +0.9% 253,145 $34.0M
World Investment Advisors 0.93% Add +70.6% 253,065 $34.0M
Invictus Private Wealth, LLC 2.58% Add +38.1% 252,437 $33.9M
OMC Financial Services LTD 14.40% Reduce -7.9% 252,235 $33.9M
Fidelis Capital Partners, LLC 3.38% Add +9.7% 289,535 $33.8M
Azzad Asset Management Inc. 6.51% Add +0.5% 251,368 $33.8M
Webster Bank, N. A. 3.63% Reduce -7.0% 251,261 $33.7M
GM Advisory Group, LLC 1.86% Add +0.4% 250,714 $33.7M
Slow Capital, Inc. 4.76% Reduce -6.6% 250,364 $33.6M
Zions Bancorporation, N.A. 2.11% Add +8.9% 248,799 $33.4M
Connors Investor Services Inc. 3.13% Add +1.9% 248,400 $33.4M
Somerville Kurt F 5.59% Reduce -7.6% 248,047 $33.3M
Arete Wealth Advisors, LLC 2.40% Add +26.9% 247,450 $33.3M
West Branch Capital LLC 10.60% Add +1.1% 247,534 $33.2M
Benchstone Capital Management LP 3.43% — 247,046 $33.2M
Thiel Macro 28.10% — 246,893 $33.2M
Strategic Blueprint, LLC 1.97% Reduce -0.6% 246,449 $33.1M
TigerOak Management, L.L.C. 12.07% — 245,733 $33.0M
Hills Bank & Trust Co 2.48% Reduce -1.4% 245,649 $33.0M
Smartleaf Asset Management LLC 3.36% Add +22.2% 239,396 $32.9M
Codex Capital Asset Management L.L.C. 14.53% No change 250,000 $32.8M
Means Investment Co., Inc. 3.41% Add +1.7% 244,291 $32.8M
Harbour Investments, Inc. 0.94% Add +11.5% 244,248 $32.8M
Alta Park Capital, LP 4.29% Add +37.8% 243,993 $32.8M
Goldstream Capital Management Ltd 13.87% Add +4.6% 243,408 $32.7M
Lindbrook Capital, LLC 2.94% Reduce -2.7% 242,275 $32.5M
Cigna Investments Inc. 5.72% Reduce -0.7% 241,751 $32.5M
Americana Partners, LLC 1.33% Add +16.0% 241,666 $32.5M
Broderick Brian C 6.33% Reduce -3.3% 240,545 $32.3M
Bernard Wealth Management Corp. 15.20% — 240,499 $32.3M
BOCHK Asset Management Ltd 9.88% Reduce -42.8% 240,470 $32.3M
Compound Planning, Inc. 1.63% Add +26.9% 240,111 $32.2M
Fishman Jay A Ltd. 3.02% Add +12.9% 239,898 $32.2M
Cornerstone Wealth Management, LLC 2.17% Reduce -0.3% 239,635 $32.2M
CoreCap Advisors, LLC 1.46% Reduce -13.5% 239,223 $32.1M
Benchmark Investment Advisors LLC 20.90% Reduce -1.4% 239,211 $32.1M
Main Street Financial Solutions, LLC 3.17% Add +34.5% 239,123 $32.1M
Curtis Advisory Group, LLC 8.49% Add +0.1% 238,937 $32.1M
TD Private Client Wealth LLC 0.89% Reduce -0.1% 238,096 $32.0M
Cyrus J. Lawrence, LLC 6.13% Reduce -0.5% 236,063 $31.7M
EagleClaw Capital Managment, LLC 5.02% Add +1.2% 235,996 $31.7M
Austin Asset Management Co Inc 6.57% Reduce -53.9% 234,956 $31.6M
J. Goldman & Co LP 1.11% Add +281.6% 233,945 $31.4M
Forte Capital LLC 3.53% Reduce -4.2% 233,888 $31.4M
KRS Capital Management, LLC 22.16% Add +0.3% 233,435 $31.3M
Werlinich Asset Management, LLC 18.23% Reduce -0.1% 227,960 $31.3M
NCP Inc. 15.98% Add +12.5% 231,811 $31.1M
Pinpoint Asset Management Ltd 5.51% Add +102.6% 223,547 $31.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 6.29% Add +135.1% 231,520 $31.1M
Harbor Capital Advisors, Inc. 1.36% Reduce -2.7% 231,465 $31.1M
Mirova 5.36% Add +2.1% 231,186 $31.0M
Capital Investment Advisory Services, LLC 2.99% Add +2.0% 231,182 $31.0M
Secure Asset Management, LLC 4.70% Add +22.7% 230,553 $31.0M
Red Door Wealth Management, LLC 4.73% Add +7.8% 229,727 $30.9M
Titleist Asset Management, LLC 3.55% Reduce -5.6% 229,688 $30.8M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3.73% Add +374.5% 229,523 $30.8M
Talbot Financial, LLC 3.67% Reduce -1.3% 229,497 $30.8M
Avior Wealth Management, LLC 1.13% Add +20.6% 229,024 $30.8M
Sound View Wealth Advisors Group, LLC 2.47% Add +5.8% 228,235 $30.6M
Osborne Partners Capital Management, LLC 1.77% Add +17.5% 228,195 $30.6M
Checchi Capital Advisers, LLC 2.28% Reduce -0.8% 227,518 $30.6M
Palisade Capital Management, LP 0.92% Reduce -1.2% 227,419 $30.5M
Jump Financial, LLC 0.66% Add +327.2% 226,426 $30.4M
Nations Financial Group Inc, /Ia/ 2.22% Reduce -3.4% 226,077 $30.4M
YHB Investment Advisors, Inc. 2.48% Reduce -2.1% 224,986 $30.2M
LMCG Investments, LLC 1.84% Reduce -4.8% 223,872 $30.1M
Staley Capital Advisers Inc. 1.33% Reduce -0.0% 223,851 $30.1M
Strategic Global Advisors, LLC 5.49% Add +7.1% 223,747 $30.0M
Diversify Wealth Management, LLC 2.34% Add +54.2% 220,962 $30.0M
Ostrum Asset Management 2.60% Reduce -0.8% 223,247 $30.0M
Sloy Dahl & Holst, LLC 3.80% Add +4.2% 223,039 $30.0M
Geneos Wealth Management Inc. 1.05% Add +14.8% 222,942 $29.9M
Perennial Investment Advisors, LLC 3.53% Reduce -0.1% 222,692 $29.9M
Argent Trust Co 1.22% Add +2.4% 222,443 $29.9M
Buckingham Capital Management, Inc. 3.39% Add +1.8% 219,749 $29.5M
Broadleaf Partners, LLC 6.88% Reduce -1.4% 219,217 $29.4M
King Wealth Management Group 4.28% Add +6.0% 218,543 $29.3M
Rench Wealth Management, Inc. 10.00% Reduce -3.0% 218,248 $29.3M
Sierra Summit Advisors LLC 5.87% Add +5.4% 217,705 $29.2M
Titan Global Capital Management USA LLC 4.43% Reduce -2.6% 217,417 $29.2M
Winch Advisory Services, LLC 7.58% Reduce -5.0% 217,134 $29.2M
Dalton Investments, Inc. 15.15% No change 217,050 $29.1M
Parcion Private Wealth LLC 2.23% Reduce -4.6% 216,769 $29.1M
First National Advisers, LLC 4.70% Add +2.7% 216,582 $29.1M
Cadence Bank 1.97% Reduce -3.6% 216,456 $29.1M
Sagespring Wealth Partners, LLC 0.77% — 216,169 $29.0M
DRW Securities, LLC 1.96% Add +8.3% 216,026 $29.0M
Nwi Management LP 2.30% Add +1036.8% 216,000 $29.0M
Apollon Financial, LLC 7.23% Add +2.5% 215,558 $28.9M
Ingalls & Snyder LLC 1.14% Add +1.1% 214,721 $28.8M
Palacios Wealth Management, LLC 31.08% — 215,455 $28.8M
Conway Capital Management, Inc. 12.72% Reduce -9.2% 214,022 $28.7M
Horizon Investments, LLC 0.82% Add +54.5% 213,435 $28.7M
Montecito Bank & Trust 4.97% Reduce -3.8% 213,416 $28.7M
Chescapmanager LLC 5.20% Reduce -56.6% 212,585 $28.5M
Washington Trust Bank 2.74% Reduce -12.8% 212,369 $28.5M
Chatham Capital Group, Inc. 4.68% Reduce -3.5% 211,875 $28.5M
Callan Capital, LLC 2.08% Reduce -3.5% 211,849 $28.4M
Venture Visionary Partners LLC 1.20% Add +3.9% 211,468 $28.4M
Centre Asset Management, LLC 6.49% Reduce -8.0% 211,281 $28.4M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 9.36% Reduce -8.0% 211,139 $28.4M
Colonial Trust Advisors 2.51% Reduce -0.9% 210,916 $28.3M
Trivium Point Advisory, LLC 3.57% Add +17.5% 210,811 $28.3M
First Foundation Advisors 1.06% Add +13.0% 209,749 $28.2M
Keystone Financial Group 2.78% Add +35.9% 210,551 $28.1M
First Dallas Securities Inc. 11.45% Add +0.9% 209,286 $28.1M
RFG Advisory, LLC 0.79% Add +13.0% 209,043 $28.1M
River Wealth Advisors LLC 3.72% Reduce -3.4% 208,779 $28.0M
Blueprint Investment Partners LLC 4.45% Add +12.3% 208,678 $28.0M
MMBG Investment Advisors Co. 2.97% Reduce -16.4% 208,056 $27.9M
Left Brain Wealth Management, LLC 10.53% Reduce -0.8% 207,553 $27.9M
Beck Capital Management, LLC 7.39% Reduce -0.5% 207,483 $27.9M
First National Bank of Omaha 1.81% Reduce -6.0% 207,441 $27.9M
Boothbay Fund Management, LLC 0.88% Reduce -6.4% 207,308 $27.8M
CX Institutional 1.10% Add +28.4% 206,843 $27.8M
Soros Capital Management LLC 4.35% New 206,700 $27.8M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 14.42% Add +18.3% 206,220 $27.7M
Bell Bank 2.06% Reduce -1.2% 205,806 $27.6M
Trifecta Capital Advisors, LLC 5.45% Reduce -1.3% 205,444 $27.6M
Cyndeo Wealth Partners, LLC 1.86% Add +3.4% 205,272 $27.6M
Teamwork Financial Advisors, LLC 3.59% Reduce -3.0% 205,133 $27.5M
Strategic Wealth Investment Group, LLC 1.52% Add +1.6% 201,602 $27.5M
Strategic Planning Group, LLC 5.05% Reduce -2.1% 204,695 $27.5M
Morse Asset Management, Inc 6.35% Add +1.1% 204,257 $27.4M
Strategic Advisors LLC 4.96% Reduce -0.2% 204,188 $27.4M
Conning Inc. 1.01% Reduce -5.4% 203,983 $27.4M
Financial Avengers, Inc. 12.88% Reduce -1.5% 203,392 $27.3M
North Star Asset Management Inc. 1.21% Reduce -5.4% 203,325 $27.3M
Penserra Capital Management LLC 0.50% Add +96.9% 203,162 $27.3M
Clarius Group, LLC 1.86% Reduce -5.7% 203,104 $27.3M
Bearing Point Capital, LLC 5.69% — 202,972 $27.3M
Spirit of America Management Corp. 5.52% Reduce -8.7% 202,970 $27.3M
Ontario Teachers Pension Plan Board 0.38% Reduce -3.6% 202,188 $27.2M
Valiant Capital Management, L.P. 3.62% Reduce -10.3% 201,415 $27.0M
Graham Capital Management, L.P. 1.33% Add +0.1% 201,404 $27.0M
Schechter Investment Advisors, LLC 2.07% Reduce -3.6% 200,607 $26.9M
Beaumont Financial Advisors, LLC 2.02% Add +6.3% 200,107 $26.9M
Ascentis Independent Advisors 5.13% Reduce -7.4% 199,977 $26.9M
GKV Capital Management Co., Inc. 10.91% — 199,167 $26.7M
Darden Wealth Group Inc 18.08% Reduce -4.7% 198,665 $26.7M
JBR Co Financial Management Inc 16.26% Add +0.5% 198,577 $26.7M
Everhart Financial Group, Inc. 5.49% Add +8.6% 198,538 $26.7M
Clarity Financial LLC 3.19% Add +35.6% 198,397 $26.6M
Essex Financial Services, Inc. 1.88% Add +3.3% 197,759 $26.6M
Crewe Advisors LLC 3.66% New 197,453 $26.5M
Krilogy Financial LLC 1.77% Reduce -3.2% 197,152 $26.5M
Syon Capital LLC 2.38% Reduce -8.1% 197,151 $26.5M
180 Wealth Advisors, LLC 4.15% Add +9.3% 197,087 $26.5M
Bank of Hawaii 1.46% Reduce -3.9% 196,985 $26.5M
Sanders Morris Harris LLC 3.96% Add +0.3% 195,701 $26.4M
Aquatic Capital Management LLC 0.71% Reduce -27.0% 196,001 $26.3M
GeoWealth Management, LLC 0.86% Add +0.7% 195,335 $26.2M
Concentric Capital Strategies, LP 1.65% Reduce -9.2% 195,321 $26.2M
Wealth Effects LLC 9.31% Reduce -2.6% 195,151 $26.2M
HBK Sorce Advisory LLC 0.79% Reduce -1.3% 195,051 $26.2M
Concourse Financial Group Securities, Inc. 1.48% Add +1.1% 277,827 $26.1M
Pallas Capital Advisors LLC 1.11% Reduce -0.9% 193,717 $26.0M
Fortis Capital Advisors, LLC 8.89% Add +1.1% 217,928 $26.0M
Hilltop Holdings Inc. 1.64% Add +6.5% 193,620 $26.0M
Patten Group, Inc. 5.74% Reduce -6.2% 193,101 $25.9M
APG Asset Management US Inc. 0.20% Reduce -24.7% 192,837 $25.9M
Jamison Private Wealth Management, Inc. 3.82% Add +0.6% 192,747 $25.9M
Scott & Selber, Inc. 7.78% Reduce -9.3% 192,437 $25.8M
Cache Advisors, LLC 10.76% — 192,239 $25.8M
Fulton Breakefield Broenniman LLC 1.84% Add +59.6% 191,623 $25.7M
Applied Finance Capital Management, LLC 1.12% Reduce -5.5% 191,407 $25.7M
Firetrail Investments PTY Ltd. 7.70% Add +15.0% 190,697 $25.7M
Aaron Wealth Advisors LLC 2.98% Add +52.3% 191,184 $25.7M
Arcadia Investment Management Corp. 4.10% Reduce -1.6% 190,945 $25.6M
Central Asset Investments & Management Holdings (HK) Ltd 16.64% Add +388.6% 190,868 $25.6M
Cypress Asset Management Inc. 6.36% Reduce -9.6% 187,323 $25.6M
NatWest Group plc 7.57% Reduce -1.0% 190,525 $25.6M
WS Management LLLP 3.95% Reduce -73.3% 190,490 $25.6M
Advisors Asset Management, Inc. 0.47% Add +5.5% 190,478 $25.6M
Cozad Asset Management Inc. 2.38% Reduce -6.7% 190,130 $25.5M
Forum Financial Management, LP 0.42% Add +28.2% 189,998 $25.5M
Indiana Trust & Investment Management Co 8.68% Reduce -4.8% 189,887 $25.5M
FUKOKU MUTUAL LIFE INSURANCE Co 1.84% Reduce -7.5% 189,887 $25.5M
BNC Wealth Management, LLC 8.38% Add +1.1% 189,793 $25.5M
Ameritas Advisory Services, LLC 0.88% Add +32.7% 189,752 $25.5M
Monetary Management Group Inc. 6.61% Reduce -2.9% 189,310 $25.4M
Capital Asset Advisory Services LLC 1.25% Reduce -0.0% 175,750 $25.4M
Draper Asset Management, LLC 15.96% Reduce -7.6% 181,312 $25.4M
Covington Investment Advisors Inc. 3.80% Add +6.6% 188,560 $25.3M
Intrust Bank NA 2.56% Reduce -3.5% 187,969 $25.2M
Concord Wealth Partners 4.13% Reduce -12.2% 187,800 $25.2M
Washington Trust Advisors, Inc. 2.11% Add +0.3% 187,763 $25.2M
Welch Group, LLC 1.13% Reduce -3.6% 182,764 $25.1M
Sigma Investment Counselors Inc. 1.47% Reduce -1.9% 186,920 $25.1M
Executive Wealth Management, LLC 1.96% Reduce -6.5% 186,591 $25.1M
Delta Global Management LP 2.07% Reduce -50.4% 186,020 $25.0M
First American Trust, FSB 2.49% Reduce -2.3% 185,854 $25.0M
L.M. Kohn & Company 6.46% Reduce -0.1% 185,781 $24.9M
Aragon Global Management, LP 9.20% Add +16.6% 184,675 $24.8M
Bell Asset Management Ltd 4.51% Add +73.0% 184,561 $24.8M
Beck Bode, LLC 4.52% Reduce -0.9% 184,187 $24.7M
Bfsg, LLC 2.89% Add +0.5% 184,022 $24.7M
Decatur Capital Management, Inc. 11.23% Reduce -6.3% 183,476 $24.6M
Wealth Management Partners, LLC 10.62% Reduce -1.9% 183,302 $24.6M
Neumann Capital Management, LLC 8.17% Reduce -2.4% 183,115 $24.6M
Lowe Brockenbrough & Co. Inc. 1.57% Add +2.3% 182,599 $24.5M
Country Club Bank 1.64% Add +0.6% 178,149 $24.5M
Founders Financial Securities LLC 2.20% Add +0.7% 182,012 $24.4M
Marietta Wealth Management, LLC 3.50% Reduce -0.0% 181,868 $24.4M
Arrow Financial Corp 2.31% Reduce -2.0% 181,237 $24.3M
Montanova Capital, LLC 0.90% New 180,756 $24.3M
Montag A & Associates Inc. 1.15% Add +5.7% 180,551 $24.2M
Portfolio Design Labs, LLC 4.96% Add +18.4% 180,049 $24.2M
Proem Advisors LLC 11.05% — 180,000 $24.2M
Harbor Advisors LLC 3.80% No change 180,000 $24.2M
Exencial Wealth Advisors, LLC 0.89% Reduce -22.0% 179,745 $24.1M
Bray Capital Advisors 6.52% Reduce -17.2% 179,350 $24.1M
Hilton Capital Management, LLC 2.08% Reduce -0.3% 178,764 $24.0M
Jackson Square Capital, LLC 5.78% Reduce -21.4% 178,495 $24.0M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.62% Add +73.1% 178,409 $24.0M
FourThought Financial Partners, LLC 2.49% Add +2.0% 178,247 $23.9M
Rice Partnership, LLC 4.55% Reduce -3.3% 177,787 $23.9M
RNC Capital Management LLC 1.27% Reduce -1.6% 177,771 $23.9M
Citrine Capital LLC 17.57% — 177,602 $23.9M
Fiduciary Alliance LLC 2.40% Add +12.1% 176,826 $23.7M
Ancora Advisors LLC 0.53% Reduce -2.5% 176,482 $23.7M
Principle Wealth Partners LLC 1.66% Reduce -5.1% 176,371 $23.7M
Holderness Investments Co. 5.22% Reduce -5.8% 176,325 $23.7M
EFG Asset Management (North America) Corp. 3.23% Add +12.1% 176,324 $23.7M
Arjuna Capital 6.30% Add +0.8% 176,276 $23.7M
Apexium Financial, LP 1.44% Reduce -0.7% 176,235 $23.7M
Algert Global LLC 0.56% Add +8.9% 176,021 $23.6M
EverSource Wealth Advisors, LLC 1.33% Add +6.0% 175,635 $23.6M
Wealthspire Advisors, LLC 0.23% Add +29.6% 174,896 $23.5M
Brown Shipley& Co Ltd 11.64% Reduce -11.6% 174,595 $23.4M
Truvestments Capital LLC 6.03% Add +1.1% 174,511 $23.4M
First Hawaiian Bank 0.76% Reduce -2.2% 173,914 $23.4M
Highline Wealth Partners LLC 7.58% Add +0.0% 172,717 $23.2M
Waldron Private Wealth LLC 0.93% Reduce -22.5% 172,700 $23.2M
Samlyn Capital, LLC 0.37% New 172,686 $23.2M
Fulcrum Capital LLC 4.84% Reduce -4.2% 172,286 $23.1M
Northeast Financial Consultants Inc 0.98% Reduce -0.6% 172,141 $23.1M
Albar Capital Partners LLP 5.54% — 171,726 $23.1M
Marathon Trading Investment Management LLC 3.86% Add +383.2% 171,679 $23.1M
Onex Canada Asset Management Inc. 2.76% Reduce -0.8% 171,539 $23.0M
PFG Advisors 1.41% Add +2.7% 171,234 $23.0M
Insight Advisors, LLC/ PA 3.93% Reduce -2.7% 167,072 $23.0M
Guardian Wealth Advisors, LLC / NC 1.83% Add +8.8% 170,951 $23.0M
Peninsula Wealth, LLC 3.91% Reduce -0.6% 170,936 $23.0M
Ramsay, Stattman, Vela & Price, Inc. 4.26% Reduce -0.2% 170,415 $22.9M
Edgemoor Investment Advisors, Inc. 2.03% Add +0.1% 169,995 $22.8M
Glen Eagle Advisors, LLC 3.78% Reduce -5.0% 169,708 $22.8M
Brick & Kyle, Associates 9.74% Reduce -18.7% 169,640 $22.8M
Novare Capital Management LLC 1.91% Add +2.5% 169,057 $22.7M
Naviter Wealth, LLC 2.74% Add +30.8% 169,004 $22.7M
University of Texas/Texas Am Investment Management Co. 2.68% Reduce -1.0% 168,771 $22.7M
bLong Financial, LLC 18.66% — 168,707 $22.7M
Cooper Financial Group 2.72% Add +10.3% 168,318 $22.6M
Kiley Juergens Wealth Management, LLC 5.65% Add +0.3% 168,030 $22.6M
Creekmur Asset Management LLC 5.17% Reduce -0.5% 168,025 $22.6M
Grand Alliance Asset Management Ltd 24.78% Reduce -60.9% 168,000 $22.6M
Generali Investments, Management Co LLC 5.83% — 167,984 $22.6M
Clough Capital Partners L P 2.58% Reduce -14.3% 167,621 $22.5M
Kavar Capital Partners Group, LLC 3.79% Reduce -1.6% 167,031 $22.4M
Pensioenfonds Rail & Ov 1.52% New 166,952 $22.4M
IFG Advisory, LLC 1.27% Reduce -0.5% 166,385 $22.3M
GLOBALT Investments LLC / GA 0.85% Add +0.0% 166,209 $22.3M
Heirloom Wealth Management 6.70% Reduce -3.4% 166,195 $22.3M
Asio Capital, LLC 4.21% Reduce -1.9% 165,857 $22.3M
Sompo Asset Management Co., Ltd. 3.76% Reduce -0.4% 165,818 $22.3M
Kozak & Associates, Inc. 5.09% Reduce -28.3% 154,036 $22.3M
Mather Group, Llc. 0.29% Add +0.5% 165,645 $22.2M
Cadinha & Co. LLC 3.69% Add +26.8% 165,499 $22.2M
Van Hulzen Asset Management, LLC 1.63% Reduce -24.8% 165,436 $22.2M
WestEnd Advisors, LLC 0.57% Reduce -27.3% 165,264 $22.2M
Howe & Rusling Inc. 1.91% Add +2.9% 165,229 $22.2M
Capital Group Private Client Services, Inc. 0.20% Reduce -1.4% 165,000 $22.2M
Fagan Associates, Inc. 3.51% Reduce -2.3% 164,508 $22.1M
Roundview Capital LLC 1.53% Add +1.6% 163,106 $21.9M
Jackson Square Partners, LLC 2.28% Reduce -5.0% 162,970 $21.9M
Linden Thomas Advisory Services, LLC 2.76% Add +17.6% 162,056 $21.8M
TTP Investments, Inc. 7.61% Reduce -21.2% 162,012 $21.8M
IPG Investment Advisors LLC 4.95% Reduce -20.9% 161,900 $21.7M
True Blue (BVI) Ltd 13.39% — 200,520 $21.7M
Supplemental Annuity Collective Trust of NJ 6.37% No change 161,300 $21.7M
Nemes Rush Group LLC 2.68% Add +856.4% 161,255 $21.7M
Grand Jean Capital Management Inc. 5.03% Reduce -18.9% 161,239 $21.7M
Pacific Heights Asset Management LLC 1.48% Reduce -61.0% 335,000 $21.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.71% Reduce -25.2% 161,284 $21.6M
Cary Street Partners Financial LLC 0.70% — 161,140 $21.6M
Quantbot Technologies LP 0.79% Add +65.0% 160,967 $21.6M
Redwood Investments, LLC 5.79% Reduce -0.4% 160,823 $21.6M
Wisconsin Capital Management LLC 11.87% Reduce -6.3% 160,816 $21.6M
Altura Wealth Advisors Inc. 15.92% Reduce -23.9% 160,756 $21.6M
United Capital Management of KS, Inc. 3.93% Reduce -3.9% 160,677 $21.6M
Cassaday & Co Wealth Management LLC 0.59% Add +1.1% 160,639 $21.6M
Trust Point Inc. 1.49% Add +5.0% 160,475 $21.6M
L & S Advisors Inc 2.64% Reduce -25.2% 160,130 $21.5M
Family Manage LLC 3.48% Add +3.4% 159,963 $21.5M
Aft, Forsyth & Sober, LLC 6.95% Reduce -61.0% 59,625 $21.4M
Montag & Caldwell, LLC 4.57% Reduce -9.2% 159,575 $21.4M
Carroll Investors, Inc 12.08% Reduce -1.7% 159,164 $21.4M
London Co. of Virginia 0.12% No change 159,200 $21.4M
Masso Torrence Wealth Management Inc. 11.22% Reduce -4.8% 159,044 $21.4M
Morningstar Investment Management LLC 1.68% Add +14.3% 158,904 $21.3M
Peterson Wealth Services 6.54% Reduce -1.3% 158,711 $21.3M
Simplicity Wealth,LLC 4.44% Reduce -22.1% 158,626 $21.3M
SageView Advisory Group, LLC 0.92% Add +27.0% 158,346 $21.3M
Olde Wealth Management, LLC 7.59% Reduce -1.9% 158,204 $21.2M
PKO Investment Management Joint-Stock Co 2.64% Add +36.2% 158,000 $21.2M
Juniper Hill Capital Management LP 4.69% No change 157,750 $21.2M
Octavia Wealth Advisors, LLC 2.56% Reduce -1.8% 157,416 $21.1M
Manuka Financial, LLC 14.26% — 157,393 $21.1M
Deltec Asset Management LLC 4.18% Reduce -4.9% 157,390 $21.1M
Sepio Capital, LP 1.69% Reduce -28.8% 156,825 $21.1M
3Chopt Investment Partners, LLC 7.20% Reduce -2.3% 156,190 $21.0M
Alight Capital Management LP 7.01% Add +23.8% 154,800 $20.8M
Foster Dykema Cabot & Partners, LLC 1.62% Add +1491.3% 154,720 $20.8M
Berbice Capital Management LLC 16.63% — 154,530 $20.8M
Tradewinds, LLC. 5.73% Reduce -3.3% 154,900 $20.6M
JT Stratford LLC 3.40% Add +2.2% 153,379 $20.6M
Atlas Brown,Inc. 7.04% Reduce -2.1% 153,325 $20.6M
Private Capital Advisors, Inc. 2.45% Add +2.7% 153,317 $20.6M
Progressive Investment Management Corp 5.28% Reduce -2.0% 153,211 $20.6M
First Merchants Corp. 0.79% Reduce -3.2% 153,145 $20.6M
Trustmark Bank Trust Department 1.52% Reduce -13.6% 152,837 $20.5M
HAP Trading, LLC 6.87% Add +745.9% 152,793 $20.5M
Evoke Wealth, LLC 0.57% Add +13.9% 152,636 $20.5M
Nilsine Partners, LLC 2.19% Add +6.0% 152,621 $20.5M
Chapin Davis, Inc. 6.68% No change 168,500 $20.5M
Sage Capital Advisors,llc 5.32% Reduce -0.3% 152,059 $20.4M
Gilliland Jeter Wealth Management LLC 6.89% Add +3.0% 151,971 $20.4M
Stonegate Investment Group, LLC 0.54% Add +7.3% 151,844 $20.4M
Tradition Wealth Management, LLC 1.79% Add +13.5% 151,301 $20.3M
Stiles Financial Services Inc 7.35% Reduce -1.8% 151,149 $20.3M
Oxford Financial Group, LTD. LLC 1.31% Add +11.3% 151,089 $20.3M
Willis Investment Counsel 1.32% Add +1.5% 150,413 $20.2M
Weatherly Asset Management L. P. 1.79% Reduce -3.7% 150,366 $20.2M
Horiko Capital Management LLC 5.81% Add +227.1% 149,393 $20.1M
Hennion & Walsh Asset Management, Inc. 0.91% Add +10.7% 148,930 $20.0M
Equitable Trust Co. 1.11% Add +0.5% 148,673 $20.0M
Prairie Wealth Advisors, Inc. 9.59% Reduce -5.7% 148,508 $19.9M
Mission Creek Capital Partners, Inc. 4.33% Add +1.2% 147,753 $19.8M
RWQ Financial Management Services, Inc. 7.75% Reduce -57.3% 147,536 $19.8M
Elevatus Welath Management 6.76% Add +33.0% 147,204 $19.8M
Fort Sheridan Advisors LLC 2.88% Add +9.9% 147,006 $19.7M
Capital Group Investment Management Pte. LTD. 3.74% Add +8.8% 146,489 $19.7M
Pinnacle Wealth Management Advisory Group, LLC 1.84% Reduce -1.3% 146,352 $19.7M
Sfmg, LLC 1.54% Reduce -0.2% 145,461 $19.5M
Transcend Capital Advisors, LLC 1.41% Reduce -3.4% 145,163 $19.5M
Quent Capital, LLC 2.02% Reduce -0.5% 145,060 $19.5M
Strong Tower Advisory Services 5.08% Reduce -2.7% 144,834 $19.4M
Trust Co. of Toledo NA 2.55% Add +5.5% 144,774 $19.4M
McBroom & Associates, LLC 10.98% Reduce -5.5% 144,597 $19.4M
Formidable Asset Management, LLC 3.18% Reduce -0.4% 144,053 $19.3M
Kingstone Capital Partners Texas, LLC 15.71% — 143,912 $19.3M
Physicians Financial Services, Inc. 5.85% Reduce -0.6% 143,457 $19.3M
Logan Capital Management Inc. 0.81% Reduce -6.5% 143,349 $19.3M
AlphaStar Capital Management, LLC 2.01% Add +3.5% 143,191 $19.2M
Perennial Advisors, LLC 4.19% — 143,187 $19.2M
Regents Gate Capital LLP 7.62% — 143,000 $19.2M
Tang Capital Management LLC 1.27% Reduce -3.5% 142,569 $19.1M
JW Asset Management, LLC 9.08% Reduce -51.3% 142,250 $19.1M
Fortitude Advisory Group L.L.C. 11.49% Reduce -9.0% 141,983 $19.1M
Founders Financial Alliance, LLC 5.24% Reduce -1.8% 141,942 $19.1M
Moloney Securities Asset Management, LLC 2.57% Add +4.2% 141,906 $19.1M
Financial Engines Advisors L.L.C. 0.04% Add +21.2% 141,802 $19.0M
NCM Capital Management, LLC 8.57% Add +0.2% 141,588 $19.0M
Sendero Wealth Management, LLC 2.83% Add +3.6% 141,294 $19.0M
Flow Traders U.S. LLC 0.76% New 141,253 $19.0M
Norden Group LLC 2.14% Add +3.1% 141,112 $18.9M
Private Trust Co. NA 1.95% Reduce -2.2% 141,032 $18.9M
SS&H Financial Advisors, Inc. 6.90% Reduce -3.6% 140,995 $18.9M
Science & Technology Partners, L.P. 5.75% — 140,888 $18.9M
Laurel Wealth Advisors LLC 2.95% Reduce -3.5% 140,521 $18.9M
Segment Wealth Management, LLC 1.28% Reduce -0.3% 140,033 $18.8M
Consolidated Investment Group LLC 2.64% No change 140,000 $18.8M
Jessup Wealth Management, Inc 8.01% Reduce -2.0% 139,979 $18.8M
Community Financial Services Group, LLC 3.72% Add +2.0% 139,773 $18.8M
Zullo Investment Group, Inc. 7.57% Add +0.2% 139,685 $18.8M
Premier Path Wealth Partners, LLC 2.85% Reduce -0.2% 139,334 $18.7M
Blackhill Capital Inc. 0.97% Add +0.6% 139,300 $18.7M
Cumberland Partners Ltd 1.30% Add +6.5% 139,284 $18.7M
Old Second National Bank of Aurora 4.25% Reduce -3.5% 139,063 $18.7M
STF Management LP 8.37% Add +2.2% 138,986 $18.7M
Ninety One SA (Pty) Ltd 4.11% Add +19.6% 138,901 $18.7M
Kestra Investment Management, LLC 0.73% Add +1.3% 138,732 $18.6M
Mezzasalma Advisors, LLC 6.00% Reduce -1.1% 138,601 $18.6M
Gladius Capital Management LP 10.69% Add +1.1% 138,507 $18.6M
Stratos Investment Management, LLC 1.12% Add +3.9% 138,490 $18.6M
Spirepoint Private Client, LLC 2.33% Reduce -2.5% 138,483 $18.6M
CHICAGO TRUST Co NA 3.44% Reduce -1.9% 138,407 $18.6M
New Millennium Group LLC 10.85% Reduce -6.7% 138,164 $18.6M
SFE Investment Counsel 3.93% Reduce -6.0% 137,742 $18.5M
Simon Quick Advisors, LLC 1.11% Add +11.4% 137,649 $18.5M
Eukles Asset Management 7.87% Reduce -4.4% 137,517 $18.5M
SkyView Investment Advisors, LLC 2.94% Add +5.0% 137,378 $18.4M
PDS Planning, Inc 1.64% Add +3.8% 137,166 $18.4M
NWK Group, Inc. 7.11% Reduce -0.1% 136,956 $18.4M
CV Advisors LLC 6.39% Add +37.3% 136,889 $18.4M
Summit X, LLC 4.08% Add +3.5% 136,851 $18.4M
Napean Trading & Investment Co (Singapore) PTE Ltd 4.55% Add +97.9% 136,865 $18.4M
Symmetry Investments LP 1.10% Add +65.4% 136,585 $18.3M
Gables Capital Management Inc. 8.83% Reduce -1.7% 136,335 $18.3M
Thames Capital Management LLC 4.95% Add +12.9% 135,891 $18.2M
Stonebridge Capital Advisors LLC 1.46% Reduce -3.6% 135,353 $18.2M
Commons Capital, LLC 16.46% Reduce -2.3% 135,070 $18.1M
Westover Capital Advisors, LLC 3.99% Add +5.0% 134,921 $18.1M
Citizens Business Bank 4.30% Reduce -21.1% 134,381 $18.0M
TrinityPoint Wealth, LLC 2.53% Reduce -1.7% 134,077 $18.0M
Berger Financial Group, Inc 1.24% Add +1.4% 133,793 $18.0M
Accent Capital Management, LLC 10.23% Reduce -10.0% 133,675 $18.0M
Sage Mountain Advisors LLC 1.31% Add +17.5% 133,584 $17.9M
Modera Wealth Management, LLC 0.22% Add +5.1% 133,449 $17.9M
Blue Trust, Inc. 0.23% Reduce -42.6% 133,200 $17.9M
Central Pacific Bank - Trust Division 2.44% Reduce -5.2% 132,935 $17.9M
Sora Investors LLC 1.98% Reduce -11.4% 132,856 $17.8M
Meyer Handelman Co. 0.62% Reduce -1.5% 132,599 $17.8M
Bremer Bank National Association 3.52% Reduce -15.0% 132,536 $17.8M
Douglass Winthrop Advisors, LLC 0.35% Add +6.5% 132,502 $17.8M
Camden National Bank 2.66% Reduce -6.9% 132,425 $17.8M
Affinity Wealth Management LLC 3.15% Reduce -1.8% 132,225 $17.8M
FAS Wealth Partners, Inc. 1.49% Add +0.5% 132,094 $17.7M
Hosking Partners LLP 0.69% Reduce -29.5% 131,593 $17.7M
Global Endowment Management, LP 2.25% Reduce -8.2% 130,842 $17.6M
Alcosta Capital Management, Inc. 10.24% Add +0.3% 130,821 $17.6M
W.G. Shaheen & Associates DBA Whitney & Co 1.84% Add +1.9% 130,582 $17.5M
D L Carlson Investment Group Inc. 3.12% Add +10.6% 130,451 $17.5M
Cypress Capital Group 2.15% Reduce -0.5% 130,341 $17.5M
Polymer Capital Management (HK) LTD 3.06% Add +52.7% 130,266 $17.5M
Csenge Advisory Group 0.95% Reduce -47.8% 130,258 $17.5M
DDD Partners, LLC 2.15% Reduce -1.2% 130,164 $17.5M
Cullinan Associates Inc. 1.12% Reduce -23.3% 130,154 $17.5M
Ables, Iannone, Moore & Associates, Inc. 10.78% Reduce -1.5% 130,057 $17.5M
111 Capital 3.66% — 129,710 $17.4M
Monograph Wealth Advisors, LLC 2.30% Add +3.3% 129,669 $17.4M
ICICI Prudential Asset Management Co Ltd 1.91% Add +4.5% 129,628 $17.4M
Headlands Technologies LLC 1.75% New 129,519 $17.4M
Ellerson Group Inc. 12.69% Reduce -14.3% 129,501 $17.4M
Prosperity Consulting Group, LLC 1.29% Add +16.1% 127,727 $17.2M
Prelude Capital Management, LLC 1.44% Add +45.0% 127,678 $17.1M
Barlow Wealth Partners, LLC 2.17% Reduce -0.5% 125,730 $17.1M
RKL Wealth Management LLC 1.52% Reduce -10.2% 127,434 $17.1M
Robeco Schweiz AG 0.37% Add +0.3% 127,400 $17.1M
Zevin Asset Management LLC 2.52% Add +5.1% 127,373 $17.1M
McHugh Group, LLC 12.95% — 127,270 $17.1M
Stoneridge Investment Partners LLC 6.11% Reduce -1.0% 127,231 $17.1M
GWN Securities Inc. 4.56% — 119,942 $17.1M
DSG Capital Advisors, LLC 3.09% — 126,979 $17.1M
Redhawk Wealth Advisors, Inc. 2.30% Add +1.1% 126,877 $17.0M
Next Century Growth Investors LLC 1.28% Reduce -3.2% 126,756 $17.0M
Marietta Investment Partners LLC 3.75% Add +1.1% 126,643 $17.0M
Texas Yale Capital Corp. 0.68% Add +0.0% 126,520 $17.0M
Summit Global Investments 1.06% Reduce -16.6% 126,276 $17.0M
AdvisorNet Financial, Inc 1.42% Reduce -4.5% 126,184 $16.9M
Taikang Asset Management (Hong Kong) Co Ltd 2.49% Reduce -63.9% 126,072 $16.9M
Telligent Fund, LP 16.11% — 126,000 $16.9M
Puzo Michael J 4.72% Reduce -8.7% 125,674 $16.9M
Realta Investment Advisors 6.89% Add +6.6% 116,356 $16.8M
Advisor OS, LLC 1.95% Reduce -0.5% 125,171 $16.8M
Optas, LLC 3.62% Add +1.5% 125,161 $16.8M
Boston Family Office LLC 1.15% Reduce -1.4% 125,155 $16.8M
Castle Rock Wealth Management, LLC 4.00% Reduce -4.2% 121,021 $16.8M
Stelac Advisory Services LLC 6.55% Add +1.9% 125,056 $16.8M
MYDA Advisors LLC 4.80% Reduce -12.6% 125,000 $16.8M
Tenere Capital LLC 4.44% Reduce -30.5% 124,897 $16.8M
Manchester Financial Inc. 3.67% Reduce -4.3% 124,842 $16.8M
Cape Cod Five Cents Savings Bank 1.49% No change 137,816 $16.7M
Financiere des Professionnels - Fonds d'investissement inc. 1.17% Reduce -1.8% 124,481 $16.7M
Armistice Capital, LLC 0.39% Reduce -17.6% 124,215 $16.7M
Icon Wealth Advisors, LLC 1.37% Reduce -3.3% 124,033 $16.7M
Parisi Gray Wealth Management 5.28% Reduce -1.4% 123,682 $16.6M
Debussy Capital Management LP 2.54% Add +221.8% 139,628 $16.5M
JTC Employer Solutions Trustee Ltd 1.17% Reduce -21.1% 120,337 $16.5M
Burns J W & Co. Inc. 2.11% Add +6.0% 122,959 $16.5M
WD Rutherford LLC 7.83% Reduce -1.7% 122,875 $16.5M
Evelyn Partners Investment Management Services Ltd 2.87% — 122,778 $16.5M
Processus Wealth & Capital Management, LLC 13.14% Reduce -2.3% 122,739 $16.5M
Relyea Zuckerberg Hanson LLC 2.22% Add +97.0% 122,718 $16.5M
Bryn Mawr Trust Advisors, LLC 0.89% Add +83.8% 122,676 $16.5M
WJ Wealth Management, LLC 5.67% Add +0.4% 122,656 $16.5M
Crown Advisors Management, Inc. 10.56% Reduce -5.8% 122,500 $16.4M
Gunderson Capital Management LLC 8.08% Add +3.3% 122,402 $16.4M
Park Square Financial Group, LLC 11.34% — 122,151 $16.4M
Cove Private Wealth, LLC 10.10% Reduce -3.3% 122,135 $16.4M
Valmark Advisers, Inc. 0.25% Reduce -7.0% 122,075 $16.4M
New Hampshire Trust 3.45% Add +0.3% 122,056 $16.4M
EFG Asset Management (Americas) Corp. 3.18% Add +28.3% 121,909 $16.4M
Orser Capital Management, LLC 11.26% Reduce -7.0% 121,775 $16.4M
Kercheville Advisors, LLC 6.34% Add +21.4% 121,654 $16.3M
United Advisor Group, LLC 3.23% Reduce -1.4% 121,542 $16.3M
MV Capital Management, Inc. 1.74% Add +0.3% 121,221 $16.3M
Bogart Wealth, LLC 0.77% Add +0.7% 121,144 $16.3M
Geneva Partners, LLC 6.59% Reduce -0.1% 120,887 $16.2M
M. Kulyk & Associates, LLC 3.50% Reduce -13.9% 120,507 $16.2M
Bridgewater Advisors Inc. 1.69% Add +0.1% 122,774 $16.2M
Hamilton Wealth, LLC 3.92% Reduce -1.9% 120,456 $16.2M
Neville Rodie & Shaw Inc. 1.18% Add +1.5% 120,425 $16.2M
Audent Global Asset Management, LLC 10.51% Add +160.4% 120,322 $16.2M
SOA Wealth Advisors, LLC. 2.97% Reduce -0.3% 120,262 $16.1M
Claro Advisors Inc. 2.19% Add +0.1% 120,230 $16.1M
Birinyi Associates Inc. 4.44% Reduce -0.6% 120,225 $16.1M
Herold Advisors, Inc. 3.51% Reduce -0.8% 119,866 $16.1M
First National Bank of Mount Dora, Trust Investment Services 3.76% Reduce -8.3% 119,731 $16.1M
Duncker Streett & Co. Inc. 2.98% Add +1.4% 119,560 $16.1M
Alpha Family Trust 9.01% No change 119,500 $16.0M
Robertson Stephens Wealth Management, LLC 0.57% Add +1.4% 119,089 $16.0M
Boston Standard Wealth Management, LLC 3.11% Reduce -7.6% 119,057 $16.0M
Legacy Advisors, LLC 1.55% Add +26.9% 119,002 $16.0M
AlTi Global, Inc. 0.38% Add +8.3% 117,414 $15.9M
Plimoth Trust Co. LLC 4.09% Add +0.1% 118,500 $15.9M
UNIVEST FINANCIAL Corp 1.00% Add +157.0% 118,145 $15.9M
Silver Oak Securities, Incorporated 1.47% Add +11.8% 115,127 $15.8M
Deepwater Asset Management, LLC 5.16% Reduce -3.7% 117,713 $15.8M
Regal Investment Advisors LLC 1.19% Reduce -2.0% 117,684 $15.8M
San Luis Wealth Advisors LLC 2.99% Reduce -1.4% 117,756 $15.8M
Whitener Capital Management, Inc. 4.42% Reduce -9.2% 117,424 $15.8M
Baldwin Investment Management, LLC 2.05% Reduce -3.0% 117,384 $15.8M
Zhang Financial LLC 0.90% Add +59.7% 117,330 $15.8M
CastleKnight Management LP 1.84% Reduce -1.3% 117,300 $15.8M
Rehmann Capital Advisory Group 1.00% Reduce -2.0% 117,171 $15.7M
Asset Dedication, LLC 1.24% Reduce -28.3% 117,027 $15.7M
Catalyst Financial Partners LLC 2.95% Add +4.7% 116,761 $15.7M
Piar LLC 15.47% — 116,755 $15.7M
Fortis Capital Management LLC 2.91% Add +3.5% 116,578 $15.7M
Capital Market Strategies LLC 9.02% Reduce -21.6% 116,141 $15.6M
Steele Capital Management, Inc. 0.81% Add +0.6% 116,082 $15.6M
Seven Mile Advisory 9.94% Add +1.5% 116,022 $15.6M
CRA Financial Services, LLC 2.67% Add +4.8% 115,833 $15.6M
NTV Asset Management LLC 2.05% Reduce -1.3% 115,676 $15.5M
Koshinski Asset Management, Inc. 1.33% Add +0.1% 115,320 $15.5M
Point72 Italy, S.r.l. 8.55% Reduce -66.7% 115,284 $15.5M
Johnson Financial Group, Inc. 0.73% Reduce -0.5% 127,827 $15.3M
Convergence Investment Partners, LLC 3.43% Add +32.9% 114,279 $15.3M
Harmony Asset Management LLC 6.08% Reduce -0.3% 114,239 $15.3M
American State Bank (Iowa) 9.24% Reduce -1.8% 114,174 $15.3M
Quantum Private Wealth, LLC 4.89% Add +3.8% 113,756 $15.3M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 6.05% Reduce -18.6% 110,723 $15.2M
Schear Investment Advisers, LLC 8.07% Add +3.3% 112,872 $15.2M
Ashton Thomas Securities, LLC 4.16% Add +26.5% 112,768 $15.1M
Bragg Financial Advisors, Inc 0.61% Add +25.4% 112,688 $15.1M
Warm Springs Advisors Inc. 14.01% — 112,425 $15.1M
Strategic Investment Advisors / MI 1.60% Add +8.5% 112,375 $15.1M
Cullen Investment Group, LTD. 2.22% Add +0.3% 112,160 $15.1M
Brooklyn Investment Group 4.49% Reduce -20.4% 112,109 $15.1M
Little House Capital LLC 4.30% Add +1.4% 112,080 $15.1M
Clear Creek Financial Management, LLC 1.63% Add +5.5% 112,042 $15.0M
Callahan Advisors, LLC 1.41% Add +5.1% 111,825 $15.0M
Freemont Management S.A. 7.35% No change 111,500 $15.0M
Sirios Capital Management L P 2.68% Reduce -21.9% 111,314 $14.9M
Liberty Capital Management, Inc. 3.31% Reduce -0.9% 110,994 $14.9M
OneAscent Financial Services LLC 1.27% Add +63.8% 110,989 $14.9M
Chiron Investment Management, LLC 4.96% Reduce -0.8% 110,924 $14.9M
Catalina Capital Group, LLC 4.90% Add +3.2% 110,923 $14.9M
Mystic Asset Management, Inc. 3.99% Reduce -1.4% 110,730 $14.9M
Motco 1.52% Reduce -4.7% 110,700 $14.9M
Natural Investments, LLC 4.11% — 110,611 $14.9M
Manhattan West Asset Management, LLC 4.00% Add +2.1% 110,366 $14.8M
Modern Wealth Management, LLC 0.55% Add +81.3% 110,267 $14.8M
Fischer Financial Services, Inc. 4.66% — 110,079 $14.8M
Lazari Capital Management, Inc. 5.89% Add +35.3% 109,980 $14.8M
Sonora Investment Management Group, LLC 1.15% Add +0.4% 109,953 $14.8M
Cim Investment Management Inc. 4.32% Reduce -1.5% 109,886 $14.8M
Advisory Alpha, LLC 0.53% Add +5.6% 109,833 $14.7M
High Net Worth Advisory Group LLC 4.11% Add +3.7% 109,672 $14.7M
Engineers Gate Manager LP 0.26% Reduce -34.2% 109,564 $14.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.18% Reduce -1.8% 109,488 $14.7M
SeaTown Holdings Pte. Ltd. 10.08% Add +66.0% 109,412 $14.7M
Community Bank & Trust, Waco, Texas 3.35% Reduce -3.5% 109,264 $14.7M
RB Capital Management, LLC 3.57% Reduce -5.5% 108,991 $14.6M
Richard C. Young & CO., LTD. 1.59% Add +1.8% 108,706 $14.6M
Ignite Planners, LLC 3.20% Reduce -0.8% 101,025 $14.6M
Roman Butler Fullerton & Co. 4.64% Reduce -9.0% 123,057 $14.6M
Legacy Capital Group California, Inc. 4.43% Add +278.1% 108,223 $14.5M
Connable Office Inc. 1.50% Reduce -3.6% 108,099 $14.5M
Vestmark Advisory Solutions, Inc. 0.50% Add +9.2% 108,085 $14.5M
Altrafin AG 5.03% Reduce -19.2% 108,068 $14.5M
Generali Investments CEE, investicni spolecnost, a.s. 1.50% — 108,037 $14.5M
Ceeto Capital Group, LLC 5.34% Reduce -2.3% 108,000 $14.5M
Varenne Capital Partners 4.34% Reduce -29.3% 107,820 $14.5M
Ausdal Financial Partners, Inc. 1.25% Add +47.6% 107,759 $14.5M
CenterBook Partners LP 0.86% Reduce -29.0% 107,602 $14.4M
Fragasso Financial Advisors Inc 1.10% Reduce -11.2% 107,551 $14.4M
Moneco Advisors, LLC 1.52% Add +10.7% 107,152 $14.4M
Wright Investors Service Inc. 4.67% Add +8.6% 107,104 $14.4M
Enterprise Bank & Trust Co 4.73% Add +0.6% 106,919 $14.4M
Aspetuck Financial Management LLC 11.17% — 106,704 $14.3M
Blodgett Wealth Advisors, LLC 11.22% Add +1.4% 106,562 $14.3M
Chase Investment Counsel Corp. 4.60% Reduce -8.9% 106,549 $14.3M
Hollencrest Capital Management 0.58% Add +17.9% 106,526 $14.3M
Beacon Bank & Trust 3.32% Reduce -1.3% 106,308 $14.3M
Lewis Asset Management, LLC 10.89% Reduce -1.4% 106,263 $14.3M
Dorsey Wright & Associates 3.40% Add +1.3% 106,200 $14.3M
Nicholas Investment Partners, LP 1.39% Reduce -0.8% 105,994 $14.2M
Bill Few Associates, Inc. 5.00% Reduce -1.3% 105,991 $14.2M
Pennsylvania Capital Management Inc. 4.90% Reduce -3.9% 105,928 $14.2M
Advisors Management Group Inc. 3.36% Add +3.5% 105,780 $14.2M
Riggs Asset Managment Co. Inc. 3.79% Add +0.2% 103,309 $14.2M
Mesirow Financial Investment Management, Inc. 0.28% Reduce -0.8% 105,719 $14.2M
Clearstead Trust, LLC 3.07% Add +29.9% 105,717 $14.2M
World Equity Group, Inc. 3.04% Add +110.5% 105,708 $14.2M
Independent Solutions Wealth Management, LLC 3.09% Reduce -0.6% 105,254 $14.1M
PFC Capital Group, Inc. 6.83% Add +0.2% 105,128 $14.1M
KP Management LLC 4.95% Reduce -10.6% 105,000 $14.1M
Ulland Investment Advisors, LLC 9.73% Reduce -3.9% 104,967 $14.1M
Sovran Advisors, LLC 2.01% — 106,922 $14.1M
TradeWell Securities, LLC. 7.29% — 104,803 $14.1M
Strategic Advocates LLC 4.74% Add +1.3% 104,654 $14.1M
Virtue Capital Management, LLC 2.82% Reduce -3.5% 104,405 $14.0M
Keel Point, LLC 1.12% Add +0.5% 104,190 $14.0M
Hedeker Wealth, LLC 3.48% Reduce -1.4% 104,087 $14.0M
Bay Rivers Group 6.76% Reduce -1.2% 103,813 $13.9M
Fire Capital Management LLC 10.38% — 103,783 $13.9M
Argentarii, LLC 6.95% — 103,022 $13.8M
GMO 0.04% Add +9.1% 102,982 $13.8M
Clear Harbor Asset Management, LLC 1.11% Add +9.4% 102,939 $13.8M
Janney Capital Management LLC 0.91% Reduce -3.3% 102,900 $13.8M
Beverly Hills Private Wealth, LLC 2.81% Reduce -1.9% 102,854 $13.8M
EPG Wealth Management LLC 3.64% Reduce -4.9% 102,833 $13.8M
Strategic Wealth Partners, Ltd. 1.14% Add +20.9% 101,828 $13.8M
Vision Capital Management, Inc. 2.02% Reduce -0.2% 102,456 $13.8M
Pure Financial Advisors, LLC 0.31% Add +17.6% 102,445 $13.8M
White Knight Strategic Wealth Advisors, LLC 5.75% Add +100.1% 102,382 $13.7M
Legacy Financial Advisors, Inc. 2.27% Reduce -0.0% 102,137 $13.7M
M Holdings Securities, Inc. 2.21% Reduce -0.8% 101,988 $13.7M
SP Asset Management LLC 1.15% Reduce -0.4% 101,918 $13.7M
TriaGen Wealth Management LLC 4.61% Add +56.7% 101,897 $13.7M
Tucker Asset Management LLC 3.10% Add +5.6% 101,792 $13.7M
Goelzer Investment Management, Inc. 0.79% Add +0.3% 101,516 $13.6M
Capital City Trust Co. 3.40% Reduce -7.9% 101,494 $13.6M
Martingale Asset Management L P 0.33% Add +2.2% 101,162 $13.6M
Ashburton (Jersey) Ltd 5.99% Reduce -56.2% 101,094 $13.6M
Paragon Financial Partners, Inc. 10.22% Add +0.0% 101,063 $13.6M
AMG National Trust Bank 0.37% Reduce -6.8% 100,343 $13.5M
Cornell Pochily Investment Advisors, Inc. 4.71% Reduce -3.0% 100,412 $13.5M
Manchester Capital Management LLC 1.57% Reduce -1.9% 100,407 $13.5M
Dudley Capital Management, LLC 6.89% Reduce -3.1% 100,110 $13.4M
David J Yvars Group 8.20% Reduce -9.8% 100,062 $13.4M
Kidder Stephen W 4.04% Reduce -4.4% 100,063 $13.4M
Cunning Capital Partners, LP 8.05% No change 100,050 $13.4M
Morgens Waterfall Vintiadis & Co. Inc. 10.26% No change 100,000 $13.4M
Keebeck Wealth Management 1.93% Add +1.0% 99,855 $13.4M
Polymer Capital Management (US) LLC 4.29% — 99,800 $13.4M
Connecticut Wealth Management, LLC 0.66% Add +2.9% 99,790 $13.4M
Optimum Investment Advisors 5.90% Reduce -1.1% 99,595 $13.4M
Aperture Investors, LLC 1.72% Reduce -38.1% 99,265 $13.3M
Wealth High Governance Capital Ltda 4.78% Add +24.0% 99,200 $13.3M
North Growth Management Ltd. 2.52% Reduce -2.0% 99,000 $13.3M
Robocap Asset Management Ltd 8.86% Reduce -18.2% 98,556 $13.2M
Liberty Wealth Management LLC 2.21% Add +5.2% 98,532 $13.2M
Bellwether Advisors, LLC 2.36% Add +345.6% 98,294 $13.2M
Roanoke Asset Management Corp./ NY 4.29% Reduce -0.5% 98,270 $13.2M
Goodman Advisory Group, LLC 3.89% Add +10.9% 98,195 $13.2M
MinichMacGregor Wealth Management, LLC 2.73% Add +6.5% 96,865 $13.2M
Seaview Investment Managers LLC 3.63% Add +6.4% 97,795 $13.1M
Alteri Wealth LLC 3.63% — 97,687 $13.1M
Spahn Wealth & Retirement LLC 8.60% — 97,645 $13.1M
Oak Asset Management, LLC 4.85% Reduce -0.5% 97,546 $13.1M
Compass Ion Advisors, LLC 1.55% Reduce -2.9% 97,425 $13.1M
Aventura Private Wealth, LLC 6.96% — 96,308 $12.9M
Bison Wealth, LLC 2.85% Reduce -9.7% 96,233 $12.9M
Midwest Professional Planners, LTD. 3.85% Reduce -11.0% 96,092 $12.9M
Vest Financial, LLC 0.23% Reduce -7.0% 95,973 $12.9M
Cookson Peirce & Co. Inc. 0.58% Reduce -1.0% 95,959 $12.9M
GenTrust, LLC 0.56% Reduce -8.0% 95,298 $12.9M
Peregrine Asset Advisers, Inc. 4.74% Add +13.3% 95,773 $12.9M
Independence Bank of Kentucky 1.98% Add +8.6% 95,682 $12.8M
Childress Capital Advisors, LLC 3.57% Reduce -0.1% 95,369 $12.8M
Menard Financial Group LLC 7.68% Add +1.5% 95,303 $12.8M
JCIC Asset Management Inc. 5.19% Add +1034.9% 95,275 $12.8M
Garden State Investment Advisory Services LLC 3.93% Add +1.6% 95,205 $12.8M
Royal Fund Management, LLC 1.39% Reduce -60.8% 95,157 $12.8M
Shufro Rose & Co. LLC 1.00% Add +180.6% 95,029 $12.8M
Artemis Wealth Advisors, LLC 2.03% Reduce -20.8% 95,000 $12.8M
Argonautica Private Wealth Management, Inc. 4.11% Add +0.3% 94,791 $12.7M
Mirabaud Asset Management Ltd 5.92% Reduce -12.5% 92,584 $12.7M
Tritonpoint Wealth, LLC 1.15% Reduce -1.8% 94,777 $12.7M
Visionary Wealth Advisors 0.75% Add +4.9% 94,674 $12.7M
MJP Associates Inc. 2.28% Add +8.3% 94,628 $12.7M
Sentry Investment Management LLC 6.05% Reduce -11.9% 94,586 $12.7M
Barometer Capital Management Inc. 5.09% New 102,780 $12.7M
Doheny Asset Management 9.46% Reduce -2.0% 94,410 $12.7M
Leelyn Smith, LLC 2.26% Reduce -7.1% 94,323 $12.7M
Hudson Canyon Capital Management 8.25% Reduce -10.7% 94,250 $12.7M
Hamilton Capital Partners, LLC 7.99% — 94,244 $12.7M
OV Management LLC 5.87% Add +6.0% 94,220 $12.7M
CNB Bank 5.86% Reduce -0.3% 93,944 $12.6M
Parkside Financial Bank & Trust 1.67% Reduce -4.1% 93,922 $12.6M
Pinnacle Wealth Planning Services, Inc. 1.89% Reduce -31.2% 93,643 $12.6M
Horizon Investment Services, LLC 5.34% Reduce -0.4% 93,610 $12.6M
Element Pointe Advisors, LLC 2.95% Reduce -0.2% 93,427 $12.5M
Pittenger & Anderson Inc. 0.45% Reduce -1.9% 93,258 $12.5M
Journey Strategic Wealth LLC 0.47% Add +4.4% 93,237 $12.5M
Angeles Wealth Management, LLC 1.03% Add +5.9% 93,199 $12.5M
Alpine Woods Capital Investors, LLC 2.37% Reduce -0.1% 93,155 $12.5M
Reliant Investment Partners, LLC 11.07% — 93,000 $12.5M
Trinity Legacy Partners, LLC 3.22% Add +2.2% 92,924 $12.5M
Patriot Financial Group Insurance Agency, LLC 1.67% Reduce -0.9% 92,902 $12.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.36% Reduce -8.6% 106,444 $12.5M
Global Wealth Management Investment Advisory, Inc. 2.56% Add +1.0% 92,517 $12.4M
Entropy Technologies, LP 1.28% Add +202.1% 92,455 $12.4M
Barrett & Company, Inc. 5.24% Add +1.2% 92,436 $12.4M
Breed's Hill Capital LLC 6.47% Add +918.1% 92,087 $12.4M
Grove Bank & Trust 1.71% Add +2.1% 91,893 $12.3M
Nicolet Advisory Services, LLC 1.13% Add +2.5% 90,609 $12.3M
RDA Financial Network 3.59% Add +5.2% 91,638 $12.3M
Essential Planning, LLC. 0.08% Add +1271.7% 90,177 $12.3M
SevenBridge Financial Group, LLC 2.32% Add +6.8% 92,550 $12.3M
Citizens & Northern Corp. 3.36% Add +0.8% 91,399 $12.3M
L2 Asset Management, LLC 2.68% Reduce -3.3% 91,383 $12.3M
Hall Laurie J Trustee 4.02% Reduce -0.3% 91,102 $12.2M
Arax Advisory Partners 0.77% Add +82.5% 91,007 $12.2M
McAdam, LLC 0.67% Add +1.8% 90,998 $12.2M
Astoria Portfolio Advisors LLC. 4.35% Add +1.0% 92,704 $12.2M
NRI Wealth Management LC 8.42% — 90,903 $12.2M
Faithward Advisors, LLC 2.08% Add +15.1% 90,863 $12.2M
Concord Asset Management, LLC 2.68% Reduce -10.1% 90,736 $12.2M
Mechanics Bank Trust Department 1.62% Add +1.2% 90,610 $12.2M
Smith, Moore & Co. 1.11% Add +9.4% 90,413 $12.1M
Mathes Company, Inc. 4.46% Reduce -5.2% 90,245 $12.1M
Xcel Wealth Management, LLC 3.37% Reduce -0.6% 89,878 $12.1M
Signature Estate & Investment Advisors LLC 0.30% Add +4.7% 89,866 $12.1M
City Holding Co. 1.71% Add +0.8% 89,830 $12.1M
Cherry Creek Investment Advisors, Inc. 5.92% Reduce -5.4% 89,746 $12.1M
Colonial River Investments, LLC 5.83% Add +2.2% 89,696 $12.0M
HWG Holdings LP 3.94% Add +45.0% 89,672 $12.0M
GC Wealth Management RIA, LLC 2.12% Reduce -16.1% 89,630 $12.0M
Lighthouse Financial LLC 9.73% — 89,216 $12.0M
Elevation Point Wealth Partners, LLC 0.97% Add +17.1% 89,081 $12.0M
Blue Investment Partners LLC 4.37% Add +1.9% 88,681 $11.9M
Centurion Wealth Management LLC 3.72% Add +2.0% 88,514 $11.9M
Iowa State Bank 2.47% Add +1.3% 88,401 $11.9M
Beam Wealth Advisors, Inc. 3.75% Reduce -33.1% 88,361 $11.9M
Notis-McConarty Edward 5.73% Reduce -9.3% 88,135 $11.8M
Capital Planning Advisors, LLC 1.83% Add +3.2% 88,124 $11.8M
Wambolt & Associates, LLC 3.79% Reduce -12.9% 87,881 $11.8M
Altshuler Shaham Ltd 0.40% Add +61.2% 89,750 $11.8M
Gryphon Financial Partners LLC 1.69% Reduce -18.3% 87,694 $11.8M
Cascade Financial Partners, LLC 1.53% Add +1.1% 87,657 $11.8M
Waterloo Capital, L.P. 1.24% Add +11.4% 87,571 $11.8M
Consilium Wealth Advisory, LLC 5.60% Add +0.1% 87,412 $11.7M
Moser Wealth Advisors, LLC 6.11% Reduce -1.7% 87,381 $11.7M
Bulltick Wealth Management, LLC 2.77% Reduce -7.3% 87,380 $11.7M
First Heartland Consultants, Inc. 1.20% Reduce -6.8% 87,369 $11.7M
Burling Wealth Partners, LLC 2.38% — 86,801 $11.7M
Appleton Partners Inc. 0.86% Add +5.3% 86,794 $11.7M
Beacon Financial Group 1.25% Reduce -0.6% 86,765 $11.7M
McDonough Capital Management, Inc 7.20% Add +15.6% 86,736 $11.6M
Merriman Wealth Management, LLC 0.48% Reduce -0.1% 86,689 $11.6M
NorthStar Asset Management LLC 7.41% Reduce -1.0% 86,672 $11.6M
Harrell Investment Partners, LLC 3.25% Add +0.3% 86,604 $11.6M
Continuum Advisory, LLC 1.49% Reduce -0.6% 86,464 $11.6M
Accurate Wealth Management, LLC 2.23% Add +8.2% 85,323 $11.6M
Vega Investment Solutions 9.55% — 86,355 $11.6M
Golden State Wealth Management, LLC 1.73% — 86,135 $11.6M
SLT Holdings LLC 11.21% — 86,112 $11.6M
Mitsubishi UFJ Asset Management (UK) Ltd. 5.10% Add +38.7% 86,000 $11.5M
Jeppson Wealth Management, LLC 4.18% Reduce -1.0% 85,912 $11.5M
Thomasville National Bank 0.83% Add +2.4% 85,899 $11.5M
Fundsmith Investment Services LTD. 0.15% No change 85,880 $11.5M
Renaissance Investment Group LLC 2.43% Add +1.6% 85,853 $11.5M
Quotient Wealth Partners, LLC 0.38% Add +10.1% 85,839 $11.5M
Adirondack Trust Co. 4.40% Reduce -4.9% 85,778 $11.5M
Bath Savings Trust Co 1.17% Reduce -1.1% 85,524 $11.5M
Freedom Investment Management, Inc. 0.95% Add +1.4% 85,295 $11.5M
Delta Financial Advisors LLC 4.25% Add +2.7% 85,179 $11.4M
ROI Financial Advisors, LLC 7.78% Reduce -12.3% 85,108 $11.4M
Financial Advisors Network, Inc. 1.90% — 85,101 $11.4M
State of Wyoming 1.46% Add +113.5% 85,056 $11.4M
Cerro Pacific Wealth Advisors LLC 3.78% Reduce -1.0% 94,050 $11.4M
Cannell & Spears LLC 0.23% Add +0.3% 84,846 $11.4M
Schnieders Capital Management LLC 2.27% Add +3.3% 84,790 $11.4M
Shepherd Financial Partners LLC 1.36% Add +10.7% 84,760 $11.4M
S.A. Mason LLC 5.97% Reduce -7.2% 84,711 $11.4M
Jacobi Capital Management LLC 0.85% Reduce -3.3% 84,696 $11.4M
Nicolet Bankshares Inc. 2.22% Reduce -0.1% 84,663 $11.4M
Marcum Wealth, LLC 0.98% Add +0.3% 84,234 $11.3M
First Business Financial Services, Inc. 1.12% Add +3.0% 84,189 $11.3M
Waters Parkerson & Co., LLC 0.60% Add +14.0% 84,109 $11.3M
StoneCrest Wealth Management, Inc. 7.37% Reduce -0.7% 84,087 $11.3M
Victrix Investment Advisors 8.14% — 84,028 $11.3M
Circle Wealth Management, LLC 0.24% Reduce -10.1% 83,996 $11.3M
Wrapmanager Inc. 2.89% Add +3.0% 83,994 $11.3M
Moseley Investment Management Inc. 4.39% Reduce -17.6% 83,815 $11.3M
Financial Life Planners 9.43% — 83,790 $11.3M
Griffin Asset Management, Inc. 1.32% Reduce -13.4% 83,649 $11.2M
Spectrum Wealth Counsel, LLC 1.32% Add +1.8% 83,621 $11.2M
Abundance Wealth Counselors 2.44% Add +4.3% 83,614 $11.2M
Chokshi & Queen Wealth Advisors, Inc 6.96% — 83,564 $11.2M
Smithfield Trust Co 0.56% Reduce -0.9% 83,555 $11.2M
Westmount Partners, LLC 3.39% Add +2.6% 83,204 $11.2M
BTG Pactual Asset Management US LLC 1.44% Reduce -15.1% 82,819 $11.1M
Eastover Investment Advisors LLC 5.20% Reduce -2.7% 82,767 $11.1M
Global Assets Advisory, LLC 6.13% Reduce -5.3% 80,242 $11.1M
Sheets Smith Wealth Management 1.35% Reduce -1.7% 82,624 $11.1M
CSM Advisors, LLC 0.52% Add +2.8% 82,620 $11.1M
Laird Norton Wetherby Trust Company, LLC 1.52% Reduce -13.2% 82,601 $11.1M
TFR Capital, LLC. 5.50% — 82,471 $11.1M
Strengthening Families & Communities, LLC 6.28% Add +12.1% 82,359 $11.1M
Ar Asset Management Inc. 2.53% Reduce -2.4% 82,330 $11.1M
Nvwm, LLC 2.79% Reduce -6.9% 82,297 $11.1M
WealthPlan Investment Management, LLC 1.09% Reduce -10.4% 82,042 $11.0M
Bard Financial Services, Inc. 1.32% Add +1.4% 82,000 $11.0M
Oxler Private Wealth LLC 3.61% Add +0.0% 81,851 $11.0M
Regent Peak Wealth Advisors LLC 2.47% Add +0.4% 81,833 $11.0M
TCFG Wealth Management, LLC 5.57% Reduce -1.4% 81,804 $11.0M
Embree Financial Group 1.87% Add +0.4% 81,629 $11.0M
Shaker Investments LLC 4.59% Add +21.9% 81,629 $11.0M
Alta Advisers Ltd 6.92% Add +17.1% 81,612 $11.0M
Tempus Wealth Planning, LLC 3.35% Add +7.6% 81,611 $11.0M
Scholtz & Company, LLC 5.24% Add +0.7% 81,465 $10.9M
Mitchell McLeod Pugh & Williams Inc. 2.30% Reduce -0.3% 81,463 $10.9M
Transamerica Financial Advisors, LLC 1.08% Reduce -2.6% 81,451 $10.9M
Asset Advisors Investment Management, LLC 1.14% No change 81,453 $10.9M
Drive Wealth Management, LLC 2.68% Add +7.6% 81,394 $10.9M
Quadcap Wealth Management, LLC 1.60% Reduce -5.5% 81,110 $10.9M
1ST Source Bank 0.62% Reduce -3.0% 81,086 $10.9M
Canal Capital Management, LLC 1.76% Reduce -1.8% 80,987 $10.9M
Fortem Financial Group, LLC 4.21% Reduce -0.2% 80,835 $10.9M
Marshall Financial Group, LLC 2.63% Reduce -1.6% 80,800 $10.9M
DGS Capital Management, LLC 2.71% Add +2.5% 80,746 $10.8M
Greenfield Seitz Capital Management, LLC 4.12% Add +1.1% 80,681 $10.8M
Ewa, LLC 4.07% Reduce -1.8% 80,672 $10.8M
Millstone Evans Group, LLC 7.37% — 80,520 $10.8M
ZEGA Investments, LLC 3.19% — 75,577 $10.8M
Finer Wealth Management, Inc. 6.18% Reduce -1.2% 80,242 $10.8M
Colonial Trust Co / SC 1.60% Add +8.1% 80,240 $10.8M
Clarity Capital Partners LLC 5.59% Add +7.6% 80,229 $10.8M
Windle Wealth, LLC 5.96% Add +0.0% 80,185 $10.8M
First Horizon Advisors, Inc. 0.30% Reduce -1.5% 80,017 $10.7M
BigSur Wealth Management LLC 3.07% Reduce -4.6% 79,993 $10.7M
CM Wealth Advisors LLC 3.50% Add +712.7% 79,807 $10.7M
Lee Danner & Bass Inc. 0.85% Reduce -7.1% 79,730 $10.7M
Schaper Benz & Wise Investment Counsel Inc. 0.86% Reduce -1.1% 79,676 $10.7M
Kemnay Advisory Services Inc. 1.92% Reduce -24.9% 79,592 $10.7M
Turtle Creek Wealth Advisors, LLC 2.46% Add +10.1% 79,396 $10.7M
MainStreet Investment Advisors LLC 1.49% Add +1.6% 79,178 $10.6M
Bowie Capital Management, LLC 0.56% Add +54.9% 79,149 $10.6M
Canvas Wealth Advisors, LLC 2.67% Add +6.2% 79,067 $10.6M
Ellsworth Advisors, LLC 2.78% Add +48.7% 79,004 $10.6M
Austin Private Wealth, LLC 0.99% Reduce -8.6% 78,890 $10.6M
Quartz Partners, LLC 6.43% Add +2.0% 78,722 $10.6M
West Oak Capital, LLC 5.58% Reduce -2.5% 78,718 $10.6M
Abbot Financial Management, Inc. 5.24% Reduce -0.9% 78,419 $10.5M
TFB Advisors LLC 3.00% Add +3.5% 78,242 $10.5M
Provenance Wealth Advisors, LLC 1.36% Reduce -1.8% 78,129 $10.5M
MADDEN SECURITIES Corp 4.20% Reduce -25.4% 78,072 $10.5M
Unigestion Holding SA 0.60% Add +15.7% 77,976 $10.5M
Aviso Wealth Management 5.34% Reduce -1.2% 77,964 $10.5M
Bey-Douglas LLC 9.02% Reduce -0.6% 77,924 $10.5M
Papamarkou Wellner Asset Management inc. 7.19% — 77,775 $10.4M
Clean Yield Group 3.32% Add +0.1% 77,751 $10.4M
Alaethes Wealth, LLC 3.73% Reduce -2.6% 77,681 $10.4M
Paces Ferry Wealth Advisors, LLC 5.07% Reduce -2.4% 77,675 $10.4M
Leo Wealth, LLC 0.93% Reduce -1.6% 77,560 $10.4M
Sawyer & Company, Inc 3.85% Reduce -0.0% 77,479 $10.4M
Fortress Private Ledger, LLC 6.36% — 77,478 $10.4M
Howard Financial Services, LTD. 1.41% Add +12.4% 77,365 $10.4M
Bradley & Co. Private Wealth Management, LLC 6.48% — 77,261 $10.4M
SCS Capital Management LLC 0.21% Add +0.0% 77,257 $10.4M
Nicollet Investment Management, Inc. 3.56% Reduce -2.0% 77,101 $10.4M
Fernwood Investment Management, LLC 3.61% Reduce -0.3% 77,072 $10.4M
Sivia Capital Partners, LLC 5.12% Reduce -0.2% 76,720 $10.3M
Triasima Portfolio Management inc. 2.00% Reduce -5.8% 76,718 $10.3M
Bouvel Investment Partners, LLC 3.71% Add +2.9% 76,704 $10.3M
Pegasus Asset Management, Inc. 3.88% Add +0.0% 76,553 $10.3M
BSW Wealth Partners 1.51% Add +9.3% 76,544 $10.3M
Columbia Bank 3.55% Reduce -2.9% 77,914 $10.3M
Blue Sky Capital Consultants Group, Inc. 6.14% — 76,103 $10.2M
Oakworth Capital, Inc. 0.70% Add +1.1% 76,004 $10.2M
Ally Financial Inc. 1.24% Add +58.3% 76,000 $10.2M
Ransom Advisory, Ltd 4.69% Reduce -2.7% 75,993 $10.2M
IMS Capital Management 4.73% Add +0.2% 75,933 $10.2M
Ridgecrest Wealth Partners, LLC 5.51% Add +0.5% 75,681 $10.2M
Acorns Advisers, LLC 0.10% Add +12.5% 75,620 $10.2M
Brandywine Oak Private Wealth LLC 0.99% Add +0.9% 75,612 $10.2M
Verdence Capital Advisors LLC 0.82% Reduce -0.2% 75,573 $10.1M
West Family Investments, Inc. 3.54% Reduce -2.0% 75,571 $10.1M
CGN Advisors LLC 0.98% Add +6.1% 75,420 $10.1M
Eagle Strategies LLC 1.75% Reduce -5.1% 75,377 $10.1M
Convergence Financial, LLC 2.02% Reduce -4.8% 75,313 $10.1M
Ring Mountain Capital, LLC 6.77% — 75,269 $10.1M
Rappaport Reiches Capital Management, LLC 2.61% Add +2.2% 75,192 $10.1M
Spinnaker Trust 0.64% Reduce -0.2% 75,180 $10.1M
Revolve Wealth Partners, LLC 1.48% Reduce -0.0% 75,170 $10.1M
IMA Advisory Services, Inc. 1.22% Reduce -6.6% 75,165 $10.1M
Delaney Dennis R 5.31% Reduce -2.9% 75,150 $10.1M
Ipswich Investment Management Co., Inc. 2.43% Reduce -2.2% 75,072 $10.1M
Sterling Investment Advisors, Ltd. 2.44% Reduce -0.1% 75,028 $10.1M
WIM INVESTMENT MANAGEMENT Ltd 3.46% Reduce -41.6% 75,000 $10.1M
Beacon Harbor Wealth Advisors, Inc. 2.34% Reduce -1.1% 74,903 $10.1M
S&co Inc. 0.68% Add +12.4% 74,855 $10.1M
Aviance Capital Partners, LLC 1.38% Reduce -57.4% 74,213 $10.0M
Impact Capital Partners LLC 3.55% — 74,195 $10.0M
WealthShield Partners, LLC 1.41% Reduce -9.2% 74,008 $9.9M
Kentucky Farm Bureau Mutual Insurance Co 2.23% Reduce -50.7% 74,000 $9.9M
Wayfinding Financial, LLC 5.31% Reduce -11.2% 73,997 $9.9M
Hayek Kallen Investment Management 3.61% Reduce -5.2% 73,875 $9.9M
Sustainable Insight Capital Management, LLC 4.34% Add +122.7% 73,864 $9.9M
Trivant Custom Portfolio Group, LLC 5.79% Reduce -1.9% 73,843 $9.9M
Wealth Alliance Advisory Group, LLC 2.09% Reduce -1.8% 73,761 $9.9M
Resources Management Corp. /CT/ 1.35% Reduce -2.1% 73,728 $9.9M
Providence Capital Advisors, LLC 2.01% Reduce -2.1% 73,663 $9.9M
Money Concepts Capital Corp. 0.73% Reduce -4.5% 73,550 $9.9M
Hilltop National Bank 2.97% Reduce -2.4% 73,467 $9.9M
Portside Wealth Group, LLC 1.63% Add +11.2% 73,436 $9.9M
Destination Wealth Management 0.31% Add +4.6% 73,285 $9.8M
Platform Technology Partners 2.98% Add +0.3% 73,270 $9.8M
VCI Wealth Management LLC 4.17% Reduce -7.7% 73,214 $9.8M
Jacksonville Wealth Management, LLC 9.17% — 73,138 $9.8M
Privium Fund Management B.V. 2.24% No change 73,000 $9.8M
Mine & Arao Wealth Creation & Management, LLC. 4.49% Add +3.3% 72,991 $9.8M
LVW Advisors, LLC 1.20% Add +3.4% 72,909 $9.8M
Stony Point Capital LLC 2.25% No change 72,875 $9.8M
Martin Capital Advisors, LLP 6.29% Add +29.2% 72,723 $9.8M
Wealth Alliance, LLC 1.17% Reduce -2.5% 72,578 $9.7M
NBT Bank, N.A. 0.68% Reduce -2.0% 72,542 $9.7M
Anchor Investment Management, LLC 0.91% Add +10.6% 72,523 $9.7M
Resolute Wealth Strategies, LLC 5.00% Reduce -7.9% 72,399 $9.7M
K.J. Harrison & Partners Inc 1.52% Reduce -20.2% 70,290 $9.7M
Harbor Investment Advisory, LLC 0.91% Reduce -1.1% 72,315 $9.7M
Westbourne Investments, Inc. 5.72% — 72,315 $9.7M
Nadler Financial Group, Inc. 1.02% Add +0.6% 72,314 $9.7M
SMART Wealth LLC 3.46% Add +289.5% 72,311 $9.7M
RPg Family Wealth Advisory, LLC 3.43% Add +4.3% 72,270 $9.7M
WealthPLAN Partners, LLC 1.38% Reduce -6.0% 72,247 $9.7M
Carret Asset Management, LLC 1.06% Add +15.3% 72,218 $9.7M
McKinley Carter Wealth Services, Inc. 0.59% Add +147.2% 72,065 $9.7M
ORG Partners LLC 1.34% Add +23.4% 71,958 $9.7M
SYM FINANCIAL Corp 1.25% Add +185.3% 71,902 $9.7M
Clare Market Investments LLC 2.29% Add +4.2% 71,846 $9.6M
Accredited Investors Inc. 0.57% Reduce -0.0% 71,820 $9.6M
Millennium Capital Advisors, LLC 6.58% Add +1.5% 71,749 $9.6M
Newman Dignan & Sheerar, Inc. 2.47% Reduce -1.1% 71,732 $9.6M
Wellington Shields Capital Management, LLC 1.70% Add +646.4% 538,166 $9.6M
Jackson Wealth Management, LLC 1.09% Add +4.1% 71,541 $9.6M
Beacon Capital Management, LLC 1.25% Reduce -1.8% 71,466 $9.6M
Alps Advisors Inc. 0.06% Add +0.6% 71,413 $9.6M
Flynn Zito Capital Management, LLC 4.44% Add +7.7% 71,153 $9.6M
Northstar Advisory Group, LLC 4.86% Reduce -10.6% 71,077 $9.5M
Tyche Wealth Partners LLC 2.01% Reduce -2.2% 70,968 $9.5M
Citizens National Bank Trust Department 2.01% Reduce -4.6% 70,935 $9.5M
Bosman Wealth Management, LLC 9.16% — 70,928 $9.5M
MBL Wealth, LLC 0.96% Add +1.5% 70,859 $9.5M
WESPAC Advisors SoCal, LLC 2.15% Reduce -9.1% 70,845 $9.5M
KADENSA CAPITAL Ltd 1.15% Reduce -67.5% 70,756 $9.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.18% Add +9.5% 70,463 $9.5M
Sage Capital Management, LLC 4.78% Add +1.0% 70,431 $9.5M
Guerra Pan Advisors, LLC 6.84% No change 70,410 $9.5M
Peterson Wealth Management 5.62% Add +11.8% 70,353 $9.4M
Fox Hill Wealth Management 5.34% Reduce -5.9% 70,307 $9.4M
Investment Research & Advisory Group, Inc. 3.91% Add +870.3% 702,355 $9.4M
Long Run Wealth Advisors, LLC 2.26% Reduce -7.3% 70,197 $9.4M
Geller Advisors LLC 0.62% Reduce -13.1% 70,196 $9.4M
Jmac Enterprises LLC 1.48% Reduce -1.1% 70,049 $9.4M
Strait & Sound Wealth Management LLC 4.36% Reduce -9.8% 69,936 $9.4M
Emerald Advisers, LLC 0.36% Reduce -2.1% 69,908 $9.4M
FCG Investment Co 5.71% Add +7.0% 69,862 $9.4M
Northwest Bank & Trust Co 6.92% Reduce -0.4% 67,860 $9.4M
Game Plan Financial Advisors, LLC 4.96% Reduce -1.9% 69,497 $9.4M
Canandaigua National Bank & Trust Co. 0.93% Add +2.6% 69,769 $9.4M
Dilation Capital Management LP 8.64% — 69,755 $9.4M
Enclave Advisors LLC 1.54% Reduce -2.2% 69,713 $9.4M
Osprey Private Wealth LLC 6.52% Add +0.2% 69,590 $9.3M
Rollins Financial Advisors, LLC 1.46% Reduce -2.1% 69,455 $9.3M
Slagle Financial, LLC 4.20% Reduce -3.9% 69,439 $9.3M
Prosperity Financial Group, Inc. 4.67% Add +5.4% 69,429 $9.3M
Gilbert & Cook, Inc. 1.31% Reduce -2.2% 69,359 $9.3M
Fiduciary Financial Group, LLC 2.04% Add +2.9% 68,361 $9.3M
TFG Advisers LLC 3.34% Add +0.7% 69,044 $9.3M
Weaver Capital Management LLC 2.61% Add +9.6% 69,002 $9.3M
Milestone Asset Management, LLC 2.05% Add +17.4% 68,963 $9.3M
Alta Wealth Advisors LLC 4.05% Add +3.3% 68,947 $9.3M
Resonant Capital Advisors, LLC 0.68% Add +1.1% 68,940 $9.3M
Ameriflex Group, Inc. 4.23% — 77,012 $9.2M
Donaldson Capital Management, LLC 0.35% Add +25.6% 68,755 $9.2M
NWF Advisory Services Inc. 1.35% Reduce -17.6% 68,752 $9.2M
Sitrin Capital Management LLC 4.65% Add +0.1% 68,750 $9.2M
Smith Anglin Financial, LLC 0.87% Reduce -3.1% 68,730 $9.2M
Harvest Investment Services, LLC 2.25% Add +4.8% 68,568 $9.2M
Cromwell Holdings LLC 5.31% No change 68,518 $9.2M
Cordatus Wealth Management LLC 2.43% Reduce -1.9% 68,473 $9.2M
Archford Capital Strategies, LLC 1.39% Add +0.3% 68,393 $9.2M
Jain Global LLC 0.27% — 68,346 $9.2M
Heartland Bank & Trust Co 4.98% Reduce -7.7% 68,254 $9.2M
Agur Provident & Training Funds Management Ltd. 3.51% Add +399.4% 68,250 $9.2M
Journey Advisory Group, LLC 1.10% No change 74,174 $9.2M
Viewpoint Capital Management LLC 4.81% Reduce -1.8% 68,215 $9.2M
Keystone Wealth Services, LLC 2.41% Add +9.9% 67,825 $9.1M
Jupiter Wealth Management LLC 4.56% Add +5.9% 67,757 $9.1M
BankPlus Trust Department 2.98% — 67,725 $9.1M
Diversified Enterprises, LLC 0.87% Add +11.6% 67,658 $9.1M
Edge Capital Group, LLC 0.40% Add +14.1% 67,603 $9.1M
Evernest Financial Advisors, LLC 2.35% Add +81.2% 67,500 $9.1M
Obsidian Cio, LLC 1.65% Add +11.1% 67,481 $9.1M
Gsa Capital Partners LLP 0.67% Add +28.1% 67,374 $9.0M
Wimmer Associates 1, LLC 4.46% Reduce -1.0% 67,260 $9.0M
CPC Advisors, LLC 1.23% Add +3.7% 67,192 $9.0M
Heritage Trust Co 1.06% — 67,185 $9.0M
Stansberry Asset Management, LLC 1.25% Add +4.8% 67,109 $9.0M
Financial Management Network Inc. 1.87% Reduce -2.9% 62,284 $9.0M
Smith Group Asset Management, LLC 0.66% Add +7.6% 66,910 $9.0M
Dempze Nancy E 5.18% Reduce -5.5% 66,838 $9.0M
Cornerstone Enterprises, LLC 5.38% Reduce -10.5% 66,745 $9.0M
Beaton Management Co. Inc. 4.51% Reduce -2.1% 66,645 $8.9M
Farmers & Merchants Investments Inc. 0.28% Reduce -9.8% 66,488 $8.9M
CYBER HORNET ETFs LLC 8.56% Add +3.1% 66,475 $8.9M
Wellington Shields & Co., LLC 2.74% Reduce -1.1% 66,437 $8.9M
Pursue Wealth Partners LLC 5.11% No change 66,412 $8.9M
Paragon Advisors, LLC 3.05% Reduce -17.7% 66,201 $8.9M
Field & Main Bank 3.13% Reduce -0.4% 66,165 $8.9M
UG Investment Advisers Ltd. 3.47% No change 66,062 $8.9M
LRI Investments, LLC 0.84% Reduce -3.2% 66,020 $8.9M
Private Harbour Investment Management & Counsel, LLC 9.65% Reduce -5.0% 65,653 $8.8M
Nkcfo LLC 3.87% New 65,600 $8.8M
Intellectus Partners, LLC 1.95% Add +19.6% 65,449 $8.8M
Park Place Capital Corp 2.45% Add +11.1% 65,147 $8.7M
LCM Capital Management Inc 4.93% Add +3.0% 65,084 $8.7M
Capital Analysts, LLC 0.35% Reduce -3.6% 65,030 $8.7M
Viking Fund Management LLC 1.36% No change 65,000 $8.7M
Addenda Capital Inc. 0.31% Reduce -0.3% 64,947 $8.7M
Vantage Investment Partners, LLC 0.76% Reduce -3.9% 64,937 $8.7M
Vienna Asset Management LLC 5.90% Reduce -0.5% 64,914 $8.7M
FWL Investment Management, LLC 3.17% Add +25.0% 64,857 $8.7M
Hoxton Planning & Management, LLC 3.33% Reduce -0.6% 64,851 $8.7M
United Bank 3.68% Add +4.6% 64,819 $8.7M
Signal Advisors Wealth, LLC 0.98% Add +58.3% 64,812 $8.7M
Benchmark Financial Wealth Advisors, LLC 2.78% Reduce -6.0% 64,647 $8.7M
Rockingstone Advisors LLC 3.83% Reduce -14.4% 64,625 $8.7M
Warther Private Wealth, LLC 2.94% Reduce -5.0% 64,508 $8.7M
Robbins Farley 4.22% Reduce -1.0% 64,351 $8.6M
Hager Investment Management Services, LLC 5.39% — 64,298 $8.6M
Cardiff Park Advisors, LLC 0.82% Reduce -0.6% 64,166 $8.6M
Synergy Financial Group, LTD 7.18% Reduce -6.5% 64,103 $8.6M
Clifford Swan Investment Counsel LLC 0.31% Reduce -1.1% 64,101 $8.6M
Kesler, Norman & Wride, LLC 1.86% Add +7.0% 64,089 $8.6M
Park Capital Management, LLC / WI 10.28% — 63,992 $8.6M
Koss-Olinger Consulting, LLC 0.75% Add +18.7% 63,910 $8.6M
Garrison Point Advisors, LLC 4.07% Reduce -2.8% 63,899 $8.6M
Roberts Capital Advisors, LLC 7.18% No change 63,880 $8.6M
Mayflower Financial Advisors, LLC 1.28% Reduce -0.6% 63,850 $8.6M
Guinness Atkinson Asset Management Inc 4.34% Reduce -7.5% 63,328 $8.5M
Confluence Wealth Services, Inc. 0.55% Add +6.2% 57,731 $8.5M
Tsfg, LLC 1.74% Add +3.7% 63,264 $8.5M
Chesapeake Wealth Management 2.91% Reduce -3.9% 63,252 $8.5M
Trilogy Capital Inc. 0.44% Add +6.3% 63,195 $8.5M
Channel Wealth LLC 2.76% Reduce -5.6% 63,194 $8.5M
Intrua Financial, LLC 1.38% Reduce -13.5% 63,174 $8.5M
Seeds Investor LLC 2.41% Add +3.9% 63,109 $8.5M
Nikulski Financial, Inc. 2.48% Reduce -0.4% 62,869 $8.4M
Laidlaw Wealth Management LLC 3.68% Reduce -4.8% 62,852 $8.4M
Clarendon Private LLC 8.83% — 62,813 $8.4M
CKW Financial Group 1.04% Add +0.1% 62,800 $8.4M
Commonwealth Financial Services, LLC 1.65% Add +6.9% 62,759 $8.4M
Eley Financial Management, Inc 3.28% Reduce -11.2% 62,716 $8.4M
JSF Financial, LLC 2.25% Add +222.9% 62,701 $8.4M
Cornerstone Planning, LLC 3.21% — 62,485 $8.4M
Ascent Wealth Partners, LLC 1.13% Reduce -2.0% 62,473 $8.4M
Oarsman Capital, Inc. 1.46% Reduce -0.3% 62,428 $8.4M
SIH Partners, LLLP 0.59% New 62,407 $8.4M
Cambridge Financial Group, Inc. 3.46% — 62,395 $8.4M
Richardson Capital Management LLC 5.33% Add +1235.7% 62,379 $8.4M
Blossom Wealth Management 16.09% Add +0.7% 62,275 $8.4M
Successful Portfolios LLC 5.59% Reduce -1.8% 62,253 $8.4M
Miller Wealth Advisors, LLC 4.26% Add +1.0% 62,238 $8.4M
US Asset Management LLC 7.46% Reduce -3.2% 61,954 $8.3M
Eagle Bluffs Wealth Management LLC 4.46% Reduce -14.0% 61,880 $8.3M
Summitry LLC 0.41% Reduce -11.0% 61,844 $8.3M
NewSquare Capital LLC 0.66% Add +13.4% 61,476 $8.3M
Guild Investment Management, Inc. 8.99% Reduce -9.0% 61,465 $8.3M
Activest Wealth Management 2.31% Add +1.8% 61,428 $8.2M
Blue Grotto Capital, LLC 1.51% New 61,400 $8.2M
Intact Investment Management Inc. 0.29% Reduce -18.8% 61,400 $8.2M
Empire Life Investments Inc. 0.52% New 61,325 $8.2M
Cascades Capital Asset Management, LLC 4.50% Reduce -3.3% 61,187 $8.2M
Benson Investment Management Company, Inc. 3.41% Reduce -0.3% 61,095 $8.2M
Lineweaver Wealth Advisors, LLC 1.52% Add +0.3% 61,065 $8.2M
JB Capital LLC 0.46% Add +64.3% 61,045 $8.2M
DeDora Capital, Inc. 2.24% Reduce -3.9% 61,036 $8.2M
Romano Brothers and Company 1.03% Add +0.8% 60,994 $8.2M
Cottage Street Advisors LLC 4.26% Reduce -0.2% 60,931 $8.2M
Woodward Diversified Capital, LLC 6.01% Reduce -6.3% 60,925 $8.2M
Joel Isaacson & Co., LLC 0.37% Add +3.4% 60,877 $8.2M
Prosperitas Financial LLC 4.13% Reduce -1.1% 60,837 $8.2M
BW Gestao de Investimentos Ltda. 0.38% Add +419.7% 60,800 $8.2M
Neo Ivy Capital Management 1.64% Add +86.8% 60,672 $8.1M
MGB Wealth Management, LLC 2.53% Add +3.6% 60,176 $8.1M
West Michigan Advisors, LLC 2.45% Reduce -1.5% 60,540 $8.1M
Mitchell Sinkler & Starr 2.17% Reduce -21.3% 60,504 $8.1M
Chickasaw Capital Management LLC 0.33% Reduce -0.1% 60,486 $8.1M
Whitford Management LLC 2.39% New 60,329 $8.1M
Stanley-Laman Group, Ltd. 1.13% Reduce -1.0% 60,074 $8.1M
Miura Global Management, LLC 8.79% Reduce -14.3% 60,000 $8.1M
General American Investors Co. Inc. 0.57% New 60,000 $8.1M
RBF Capital, LLC 0.42% No change 60,000 $8.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.84% Reduce -20.9% 59,812 $8.0M
Legacy Capital Wealth Partners, LLC 1.99% Reduce -54.7% 59,798 $8.0M
Viawealth, LLC 4.84% Reduce -4.2% 59,712 $8.0M
WP Advisors, LLC 2.67% Add +6.8% 59,693 $8.0M
Asahi Life Asset Management Co., LTD. 4.87% Add +9.5% 59,446 $8.0M
XML Financial, LLC 0.73% Add +1.6% 59,405 $8.0M
Jordan Park Group LLC 0.59% Reduce -1.9% 59,164 $7.9M
Allen Capital Group, LLC 0.97% Add +0.4% 59,105 $7.9M
Alley Investment Management Company, LLC 1.00% Add +2.1% 59,040 $7.9M
Vanguard Capital Wealth Advisors 8.66% Add +1.7% 59,018 $7.9M
Moss Adams Wealth Advisors LLC 0.84% Add +2.4% 59,016 $7.9M
Fort Point Capital Partners LLC 0.89% Add +5.0% 58,977 $7.9M
Baker Tilly Wealth Management, LLC 3.11% Add +0.8% 58,975 $7.9M
Panoramic Capital, LLC 6.29% — 58,868 $7.9M
SWS Partners 2.39% Add +9.0% 58,817 $7.9M
Hexagon Capital Partners LLC 1.43% Reduce -0.3% 58,653 $7.9M
Clarity Wealth Advisors, LLC 2.15% Add +2.5% 58,593 $7.9M
Pines Wealth Management, LLC 3.42% — 57,866 $7.9M
Oak Harvest Investment Services 1.10% Reduce -0.7% 58,552 $7.9M
Hillsdale Investment Management Inc. 0.40% Reduce -0.0% 58,516 $7.9M
Highview Capital Management LLC 3.01% Add +6.7% 58,396 $7.8M
American Trust 0.60% Add +0.2% 58,384 $7.8M
Outlook Wealth Advisors, LLC 2.25% Add +0.9% 58,294 $7.8M
CVA Family Office, LLC 1.24% Add +7.9% 58,251 $7.8M
NovaPoint Capital, LLC 2.38% Add +14.9% 58,136 $7.8M
Gratus Wealth Advisors, LLC 1.25% Reduce -9.9% 58,024 $7.8M
Sargent Investment Group, LLC 1.27% Add +24.8% 58,485 $7.8M
Onyx Bridge Wealth Group LLC 1.12% Reduce -2.3% 57,963 $7.8M
Grant Private Wealth Management Inc 8.40% — 57,956 $7.8M
Community Bank, N.A. 1.00% Reduce -1.6% 57,951 $7.8M
Meridian Wealth Advisors, LLC 1.28% Reduce -1.4% 57,926 $7.8M
Kaizen Financial Strategies 4.42% Reduce -5.8% 57,896 $7.8M
FengHe Fund Management Pte. Ltd. 2.29% Reduce -67.9% 57,885 $7.8M
Bar Harbor Wealth Management 0.51% Add +12.8% 57,832 $7.8M
KG Capital Management 2.50% Add +0.8% 57,817 $7.8M
Fuller & Thaler Asset Management, Inc. 0.03% Add +1.3% 57,807 $7.8M
SignalPoint Asset Management, LLC 1.89% Add +0.9% 57,679 $7.7M
Range Financial Group LLC 3.57% Add +113.1% 57,587 $7.7M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.86% Reduce -24.5% 57,633 $7.7M
Capstone Financial Advisors, Inc. 0.48% Add +37.8% 57,578 $7.7M
Agp Franklin, LLC 4.70% — 57,498 $7.7M
Summit Asset Management, LLC 1.35% Reduce -3.1% 57,421 $7.7M
Kennedy Investment Group, Inc. 3.49% Add +4.8% 57,376 $7.7M
HMS Capital Management, LLC 3.72% Reduce -2.9% 57,289 $7.7M
Ramirez Asset Management, Inc. 1.55% No change 57,064 $7.7M
Ranch Capital Advisors Inc. 3.62% Reduce -2.3% 57,063 $7.7M
LaSalle St. Investment Advisors, LLC 2.38% Add +175.5% 57,048 $7.7M
Cornerstone Advisory, LLC 0.87% Reduce -0.8% 55,074 $7.6M
MCF Advisors LLC 0.54% Reduce -0.2% 56,942 $7.6M
Aire Advisors, LLC 1.57% Add +29.1% 56,938 $7.6M
Retirement Planning Co of New England, Inc. 3.71% Reduce -1.1% 56,896 $7.6M
Prasad Wealth Partners, LLC 2.47% — 56,814 $7.6M
Hohimer Wealth Management, LLC 1.45% Add +32.0% 56,741 $7.6M
Alexander Labrunerie & Co., Inc. 3.41% Add +3.2% 56,696 $7.6M
Avantax Planning Partners, Inc. 0.27% Add +2.5% 56,600 $7.6M
LexAurum Advisors, LLC 1.52% Add +4.6% 56,570 $7.6M
Precision Wealth Strategies, LLC 5.88% Add +12.4% 56,542 $7.6M
Cannon Advisors, Inc. 6.45% Reduce -5.7% 56,527 $7.6M
Annis Gardner Whiting Capital Advisors, LLC 2.12% Add +45.5% 56,381 $7.6M
Prestige Wealth Management Group LLC 1.57% Add +14.1% 56,365 $7.6M
Greenup Street Wealth Management LLC 1.50% Add +5.6% 56,351 $7.6M
XTX Topco Ltd 0.63% Reduce -22.9% 56,346 $7.6M
Capital Insight Partners, LLC 1.31% Add +5.7% 56,229 $7.6M
Stonebrook Private Inc. 1.98% Add +5.9% 56,194 $7.5M
Mattson Financial Services, LLC 2.40% Add +16.8% 62,119 $7.5M
Victory Financial Group, LLC 1.98% — 56,108 $7.5M
Summit Place Financial Advisors, LLC 4.28% Reduce -5.7% 56,025 $7.5M
Owen LaRue, LLC 3.93% Add +0.7% 55,989 $7.5M
Libra Wealth LLC 2.92% No change 55,963 $7.5M
Watershed Private Wealth LLC 2.93% Reduce -4.6% 55,853 $7.5M
Arlington Trust Co LLC 1.58% Reduce -2.2% 55,782 $7.5M
Modus Advisors, LLC 2.35% Reduce -1.0% 55,775 $7.5M
Semus Wealth Partners LLC 4.95% Add +0.1% 55,624 $7.5M
Triton Wealth Management, PLLC 3.85% Add +4.6% 51,074 $7.5M
Patron Partners, LLC 4.05% Reduce -3.8% 55,567 $7.5M
Harfst & Associates, Inc. 1.55% Reduce -8.3% 55,567 $7.5M
Taurus Asset Management, LLC 0.72% Add +27.9% 55,480 $7.5M
Floyd Financial Group LLC 6.12% — 54,763 $7.4M
Glass Wealth Management Co LLC 4.05% Add +1.3% 55,407 $7.4M
AMJ Financial Wealth Management 2.06% Reduce -1.8% 55,180 $7.4M
Pacific Wealth Strategies Group, Inc. 5.17% Reduce -0.0% 55,164 $7.4M
Totem Point Management, LLC 7.85% Reduce -36.9% 55,157 $7.4M
Mirador Capital Partners LP 1.34% Add +0.4% 55,154 $7.4M
Brasada Capital Management, LP 1.31% Reduce -0.2% 55,577 $7.4M
Carderock Capital Management Inc. 1.86% Add +3.0% 55,115 $7.4M
TRUE Private Wealth Advisors 0.90% Reduce -13.5% 55,098 $7.4M
WT Wealth Management 2.32% Add +9.1% 55,042 $7.4M
Bank Ozk 3.07% Reduce -13.8% 55,035 $7.4M
Old Port Advisors 2.12% Reduce -2.0% 55,020 $7.4M
Fairscale Capital, LLC 6.36% Add +0.3% 55,012 $7.4M
Elm3 Financial Group, LLC 6.28% — 54,838 $7.4M
Wealth Management Associates, Inc. 3.14% Reduce -2.7% 54,765 $7.4M
Strategic Financial Concepts, LLC 1.41% Add +95.7% 54,726 $7.3M
LS Investment Advisors, LLC 1.08% Add +10.7% 54,621 $7.3M
Kathmere Capital Management, LLC 0.66% Add +10.1% 54,611 $7.3M
Postrock Partners LLC 3.55% — 54,583 $7.3M
Personal Cfo Solutions, LLC 1.44% Add +1.3% 54,540 $7.3M
Family Firm, Inc. 1.63% Add +7.0% 58,279 $7.3M
Legacy Bridge, LLC 3.81% Add +0.5% 54,380 $7.3M
Capital Advisors Wealth Management, LLC 1.30% Add +2.4% 54,244 $7.3M
Chung Wu Investment Group, LLC 7.34% — 54,243 $7.3M
WealthBridge Capital Management, LLC 2.01% Add +1.3% 53,943 $7.2M
Royal Capital Wealth Management, LLC 5.08% Reduce -0.3% 53,917 $7.2M
Guardian Asset Advisors, LLC 4.64% Add +0.9% 53,890 $7.2M
Eventide Asset Management, LLC 0.13% Add +21.3% 53,788 $7.2M
Lederer & Associates Investment Counsel 5.04% Add +0.1% 53,803 $7.2M
Woodard & Co. Asset Management Group Inc. 1.55% Reduce -1.7% 53,696 $7.2M
Acropolis Investment Management, LLC 0.43% Add +1.0% 53,689 $7.2M
Karani Asset Management LLC 6.73% — 53,681 $7.2M
Schmidt P J Investment Management Inc. 1.25% Reduce -4.8% 53,613 $7.2M
Hixon Zuercher, LLC 2.76% Reduce -5.8% 53,384 $7.2M
Tower View Wealth Management LLC 3.79% Reduce -1.1% 53,383 $7.2M
River Street Advisors LLC 3.67% Reduce -1.0% 53,382 $7.2M
Susquehanna Fundamental Investments, LLC 0.12% — 53,370 $7.2M
Kimelman & Baird, LLC 0.57% Add +3.7% 53,333 $7.2M
BlueSky Wealth Advisors, LLC 1.12% Add +0.3% 53,287 $7.2M
B & T Capital Management DBA Alpha Capital Management 1.31% Reduce -1.2% 53,107 $7.1M
Verde Capital Management 2.01% Add +3.6% 53,041 $7.1M
Halter Ferguson Financial Inc. 3.02% Add +11.7% 52,964 $7.1M
Peak Planning Group, LLC 2.96% Add +4.5% 52,867 $7.1M
Financial Enhancement Group LLC 1.08% Add +852.6% 53,233 $7.1M
RAM Investment Partners, LLC 1.74% Reduce -2.0% 52,609 $7.1M
Eads & Heald Wealth Management 3.46% Reduce -1.7% 52,371 $7.0M
Strategy Asset Managers LLC 1.36% Add +0.8% 52,307 $7.0M
Private Portfolio Partners LLC 1.29% Add +1.0% 52,208 $7.0M
Ayalon Insurance Comp Ltd. 2.16% Reduce -11.8% 52,156 $7.0M
Brevan Howard Capital Management LP 0.18% Reduce -92.0% 52,107 $7.0M
Knuff & Co LLC 2.12% Reduce -5.5% 51,745 $7.0M
Tairen Capital Ltd 1.03% Reduce -98.2% 52,000 $7.0M
Adams Wealth Management 1.33% Reduce -10.8% 51,874 $7.0M
CacheTech Inc. 1.31% Reduce -10.8% 51,874 $7.0M
Paragon Private Wealth Management, LLC 3.21% Add +16.9% 51,858 $7.0M
First National Bank & Trust Co. of Newtown 1.45% Reduce -10.4% 51,800 $7.0M
Bank of New Hampshire 1.79% Reduce -1.4% 51,774 $7.0M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 4.03% Reduce -6.8% 51,740 $6.9M
Lavaca Capital LLC 3.05% Add +237.9% 51,700 $6.9M
Boston Financial Mangement LLC 0.21% Add +4.3% 51,682 $6.9M
Uniting Wealth Partners, LLC 3.35% — 51,680 $6.9M
Proactive Wealth Strategies LLC 3.61% Add +4.0% 51,619 $6.9M
Creative Financial Designs Inc. 0.56% Add +3.9% 51,572 $6.9M
Gries Financial LLC 1.23% Reduce -1.4% 51,484 $6.9M
Altman Advisors, Inc. 2.94% Reduce -0.1% 51,381 $6.9M
Tiemann Investment Advisors, LLC 3.06% Reduce -14.3% 51,295 $6.9M
Dohj, LLC 1.59% Add +3.3% 51,288 $6.9M
Prospect Financial Services LLC 3.76% Reduce -3.6% 51,220 $6.9M
Evanson Asset Management, LLC 0.47% Reduce -0.2% 51,123 $6.9M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 6.75% — 51,096 $6.9M
Crux Wealth Advisors 3.81% — 51,036 $6.9M
Selkirk Management LLC 2.46% No change 51,000 $6.8M
GFG Capital, LLC 1.88% Add +0.6% 50,795 $6.8M
Kessler Investment Group, LLC 3.24% Add +6.0% 50,791 $6.8M
Spartan Planning & Wealth Management 6.23% — 50,758 $6.8M
Nutshell Asset Management Ltd 4.30% — 50,713 $6.8M
TCI Wealth Advisors, Inc. 0.57% Reduce -3.1% 50,692 $6.8M
Hudson Value Partners, LLC 2.53% Add +30.7% 50,658 $6.8M
Empirical Asset Management, LLC 2.25% Add +1398.8% 749,580 $6.8M
FSM Wealth Advisors, LLC 1.66% Add +8.0% 50,915 $6.8M
Bollard Group LLC 0.19% Reduce -12.9% 50,598 $6.8M
Everpar Advisors LLC 3.42% Add +2.0% 50,581 $6.8M
Nicholas Hoffman & Company, LLC. 0.27% Reduce -12.4% 50,545 $6.8M
Consolidated Portfolio Review Corp 1.07% Add +39.0% 50,528 $6.8M
Norway Savings Bank 3.76% Reduce -1.6% 50,481 $6.8M
Marco Investment Management LLC 0.58% Add +0.1% 50,477 $6.8M
Elk River Wealth Management LLC 1.22% Add +0.6% 50,335 $6.8M
Taika Capital, LP 5.15% Add +12.5% 50,335 $6.8M
Haven Capital Group, Inc. 6.35% — 50,333 $6.8M
Avaii Wealth Management, LLC 3.32% Add +352.9% 50,205 $6.7M
Sunpointe, LLC 3.39% Add +4.8% 50,177 $6.7M
Monetta Financial Services Inc. 5.40% No change 50,000 $6.7M
First National Bank of Hutchinson 4.06% Add +8.7% 49,996 $6.7M
Certified Advisory Corp 0.73% Reduce -1.7% 49,845 $6.7M
Barden Capital Management, Inc. 5.74% Reduce -3.3% 49,836 $6.7M
CIBC Capital Markets (Europe) S.A. 9.17% — 49,800 $6.7M
Canopy Partners, LLC 2.55% Add +1.0% 49,792 $6.7M
Hartford Financial Management Inc. 1.37% Add +3.1% 49,761 $6.7M
Wolff Wiese Magana LLC 4.42% Reduce -9.3% 49,759 $6.7M
Sandbox Financial Partners, LLC 2.23% Add +0.7% 49,727 $6.7M
Leigh Baldwin & Co., LLC 5.63% — 49,721 $6.7M
Atlantic Edge Private Wealth Management, LLC 2.06% Reduce -0.0% 49,600 $6.7M
RPS Advisory Solutions LLC 4.15% Add +7.1% 49,599 $6.7M
McAlister, Sweet & Associates, Inc. 4.74% Add +1.0% 49,572 $6.7M
Thompson David Blair 4.85% — 49,560 $6.7M
Elemental Capital Partners LLC 6.22% — 49,496 $6.6M
Castellan Group 2.88% Reduce -8.2% 49,447 $6.6M
American National Bank & Trust 0.74% Add +1.4% 49,393 $6.6M
Navalign, LLC 1.95% Add +0.0% 49,382 $6.6M
Joseph P. Lucia & Associates, LLC 2.95% Add +5.9% 49,377 $6.6M
Y.D. More Investments Ltd 0.60% Reduce -20.0% 49,309 $6.6M
Blue Square Asset Management, LLC 3.29% Add +2.2% 49,169 $6.6M
Wolverine Asset Management LLC 0.50% Add +461.0% 49,135 $6.6M
Potentia Wealth 2.93% — 49,114 $6.6M
Kintra Wealth, LLC 4.60% Add +8.7% 49,113 $6.6M
LifeSteps Financial, Inc. 5.06% Reduce -7.9% 49,109 $6.6M
Siren, L.L.C. 0.29% No change 48,932 $6.6M
Court Place Advisors, LLC 2.13% Reduce -10.6% 48,920 $6.6M
Plancorp, LLC 0.27% Add +6.3% 48,780 $6.6M
Aveo Capital Partners, LLC 0.72% Add +10.0% 48,636 $6.5M
Fourth Dimension Wealth, LLC 3.41% — 48,489 $6.5M
One Wealth Management Investment & Advisory Services, LLC 10.34% Reduce -0.1% 48,553 $6.5M
Comprehensive Financial Planning, Inc. 5.50% — 48,525 $6.5M
Hartree Partners, LP 2.43% New 48,500 $6.5M
Farmers & Merchants Trust Co of Chambersburg PA 2.46% Reduce -13.8% 48,483 $6.5M
Freedom Day Solutions, LLC 1.95% Reduce -12.8% 48,445 $6.5M
Johnson & White Wealth Management, LLC 3.94% Reduce -0.0% 47,022 $6.5M
1776 Wealth LLC 2.99% Add +1.1% 48,416 $6.5M
Fiducient Advisors LLC 0.80% Reduce -2.5% 48,294 $6.5M
Sabal Trust CO 0.37% Add +38.8% 48,204 $6.5M
Granite Harbor Advisors, Inc. 3.57% Reduce -0.6% 48,110 $6.5M
First Community Trust NA 4.61% Reduce -1.9% 48,044 $6.5M
Wealth Dimensions Group, Ltd. 1.58% Add +15.7% 48,004 $6.4M
St. Louis Financial Planners Asset Management, LLC 4.66% New 47,977 $6.4M
Westshore Wealth, LLC 2.62% Add +0.0% 47,977 $6.4M
Q Fund Management (Hong Kong) Ltd 6.75% — 47,967 $6.4M
McLean Asset Management Corp 1.93% Add +2.5% 47,929 $6.4M
Sax Wealth Advisors, LLC 0.50% Add +6.3% 47,836 $6.4M
Sound Income Strategies, LLC 0.40% Add +19.0% 47,820 $6.4M
Eisler Capital Management Ltd. 0.21% — 46,383 $6.4M
Counterweight Ventures, LLC 4.53% Reduce -3.0% 47,728 $6.4M
Garde Capital, Inc. 0.42% Reduce -5.7% 47,627 $6.4M
Nia Impact Advisors, LLC 2.08% Reduce -2.5% 47,586 $6.4M
Boltwood Capital Management 1.94% Add +3.1% 47,450 $6.4M
Invst, LLC 0.77% Add +1.7% 47,434 $6.4M
Rossmore Private Capital 0.79% Add +2.3% 47,361 $6.4M
Opinicus Capital, Inc. 5.35% Reduce -7.6% 47,290 $6.4M
Apriem Advisors 0.73% Add +7.2% 47,223 $6.3M
Lakeridge Wealth Management LLC 3.28% Add +1.0% 47,212 $6.3M
BOS Asset Management, LLC 2.28% Reduce -2.6% 47,193 $6.3M
Congress Park Capital LLC 2.30% Reduce -14.1% 47,183 $6.3M
Prevail Innovative Wealth Advisors, LLC 1.82% Add +36.6% 46,918 $6.3M
Five Oceans Advisors 2.88% Add +6.8% 46,747 $6.3M
Investment Partners, LTD. 2.58% Add +2.5% 46,640 $6.3M
Essex Bank 1.55% Reduce -2.1% 46,640 $6.3M
ERn Financial, LLC 0.94% Reduce -0.1% 46,605 $6.3M
NORTHSTAR ASSET MANAGEMENT Co 1.43% Reduce -1.1% 46,550 $6.3M
SJS Investment Consulting Inc. 1.08% Reduce -5.4% 46,501 $6.2M
Atika Capital Management LLC 0.81% Reduce -92.5% 46,500 $6.2M
Washburn Capital Management, Inc. 3.87% Add +20.1% 46,487 $6.2M
Becker Capital Management Inc. 0.20% Add +1.7% 46,475 $6.2M
Cladis Investment Advisory, LLC 4.42% Add +0.2% 46,435 $6.2M
Leeward Financial Partners, LLC 2.22% Reduce -2.2% 46,337 $6.2M
Sulzberger Capital Advisors, Inc. 7.10% — 46,302 $6.2M
AI-Squared Management Ltd 6.34% Add +7.7% 46,300 $6.2M
Parr McKnight Wealth Management Group, LLC 0.89% — 46,285 $6.2M
U S Wealth Group, Llc. 4.69% — 46,216 $6.2M
Naples Global Advisors, LLC 0.58% Add +5.5% 46,203 $6.2M
J.Safra Asset Management Corp 0.50% Add +66.0% 45,103 $6.2M
Bedell Frazier Investment Counselling, LLC 1.53% Reduce -0.1% 46,059 $6.2M
Regatta Capital Group, LLC 1.20% Reduce -19.0% 46,048 $6.2M
Fielder Capital Group LLC 1.93% Reduce -0.3% 46,025 $6.2M
Marvin & Palmer Associates Inc. 4.71% Reduce -0.3% 45,917 $6.2M
Eos Management, L.P. 2.61% No change 45,900 $6.2M
Intellus Advisors LLC 1.07% — 45,893 $6.2M
Hardy Reed LLC 0.54% Add +7.8% 45,878 $6.2M
Union Heritage Capital, LLC 2.27% No change 45,740 $6.1M
Allred Capital Management, LLC 2.38% Reduce -2.3% 45,697 $6.1M
Old North State Trust, LLC 3.90% Add +1.7% 45,641 $6.1M
Lindenwold Advisors, INC 3.27% Add +33.8% 45,628 $6.1M
Patton Fund Management, Inc. 1.20% Reduce -15.0% 45,486 $6.1M
TKG Advisors, LLC 2.81% Add +8.6% 42,738 $6.1M
Heritage Wealth Advisors 0.30% Reduce -14.0% 45,328 $6.1M
CFS Investment Advisory Services, LLC 0.54% Add +4.4% 45,232 $6.1M
Harbour Capital Advisors, LLC 1.35% Reduce -2.8% 41,990 $6.1M
Abacus Wealth Partners, LLC 0.90% Reduce -5.4% 45,089 $6.1M
First Bank & Trust 1.16% Reduce -9.2% 45,063 $6.1M
Terra Alpha Investments LLC 6.12% — 44,978 $6.0M
Elefante Mark B 5.52% — 44,975 $6.0M
Legacy CG, LLC 1.85% Add +15.6% 44,824 $6.0M
AmeriServ Wealth Advisors 3.24% — 44,774 $6.0M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3.66% — 44,733 $6.0M
Financial Perspectives, Inc 2.02% Add +0.1% 44,693 $6.0M
First Affirmative Financial Network 3.46% Reduce -3.0% 44,637 $6.0M
Sittner & Nelson, LLC 2.60% Reduce -0.8% 44,634 $6.0M
Florida Financial Advisors, LLC 2.68% Add +27.9% 44,614 $6.0M
Bourgeon Capital Management LLC 1.14% Add +21.5% 44,532 $6.0M
Longitude (Cayman) Ltd. 6.85% Add +18.7% 44,500 $6.0M
Twin Focus Capital Partners, LLC 0.88% Add +701.6% 44,410 $6.0M
Destiny Wealth Partners, LLC 0.97% Add +209.0% 44,318 $6.0M
Revere Asset Management, Inc 5.05% Reduce -32.5% 44,282 $5.9M
Cabot Wealth Management Inc. 0.76% Reduce -2.2% 44,282 $5.9M
Copperwynd Financial, LLC 1.64% Reduce -0.2% 44,258 $5.9M
Rainier Family Wealth Inc. 7.16% — 44,066 $5.9M
Morey & Quinn Wealth Partners, LLC 5.02% — 44,049 $5.9M
Concorde Asset Management, LLC 3.07% Reduce -18.6% 43,892 $5.9M
Legacy Financial Strategies, LLC 1.27% Add +3.3% 42,614 $5.9M
Boxwood Ventures, Inc. 7.89% Add +264.1% 43,888 $5.9M
Delta Investment Management, LLC 1.15% Add +12.1% 43,879 $5.9M
Ted Buchan & Co 2.78% Reduce -1.1% 43,859 $5.9M
Point72 Europe (London) LLP 0.34% Reduce -84.0% 43,849 $5.9M
Northcape Capital Pty Ltd 0.94% Reduce -18.5% 43,712 $5.9M
Quantum Financial Advisors, LLC 0.89% Add +37.6% 43,649 $5.9M
Bahl & Gaynor LLC 0.03% Reduce -2.8% 43,583 $5.9M
Claris Financial LLC 3.85% — 43,570 $5.9M
Trail Ridge Investment Advisors, LLC 2.78% Add +1.3% 43,529 $5.8M
McDonald Partners LLC 1.49% Reduce -4.8% 43,484 $5.8M
Physician Wealth Advisors, Inc. 0.99% Reduce -1.8% 43,465 $5.8M
Perkins Coie Trust Co 1.28% Add +37.9% 43,439 $5.8M
Main Management ETF Advisors, LLC 0.26% Reduce -8.3% 43,432 $5.8M
Pinnacle Family Advisors, LLC 2.82% Reduce -6.8% 43,406 $5.8M
Jacobsen Capital Management 2.48% Add +0.7% 43,372 $5.8M
2UniFi Bank 3.88% — 43,363 $5.8M
E&G Advisors, LLC 1.58% Reduce -1.3% 43,357 $5.8M
Seascape Capital Management 2.03% Add +0.5% 43,324 $5.8M
Vista Cima Wealth Management LLC 6.04% — 43,276 $5.8M
Freestone Grove Partners LP 0.07% — 43,159 $5.8M
CMH Wealth Management LLC 1.33% Add +0.7% 43,146 $5.8M
Calydon Capital 1.14% Reduce -57.5% 43,140 $5.8M
KPP Advisory Services LLC 1.37% Add +11.5% 43,112 $5.8M
Jericho Financial, LLP 4.19% — 43,109 $5.8M
Pictet North America Advisors SA 0.55% Add +6.0% 43,007 $5.8M
Invenio Wealth Partners LLC 2.42% Add +2.1% 42,952 $5.8M
Scharf Investments, LLC 0.17% Add +4.9% 42,939 $5.8M
Wealthedge Investment Advisors, LLC 2.60% — 42,923 $5.8M
Sowa Financial Group, Inc. 3.60% Reduce -8.3% 42,856 $5.8M
Ameliora Wealth Management Ltd. 2.16% Add +227.4% 42,826 $5.8M
Altfest L J & Co. Inc. 0.73% Add +3.4% 42,798 $5.7M
Guardian Capital LP 0.21% Add +7.1% 42,772 $5.7M
Octahedron Capital Management L.P. 5.44% New 42,700 $5.7M
AssuredPartners Investment Advisors, LLC 1.11% — 42,522 $5.7M
Maytus Capital Management, LLC 1.99% Reduce -15.0% 42,500 $5.7M
4J Wealth Management LLC 4.61% No change 42,406 $5.7M
Sig Brokerage, LP 2.66% — 42,298 $5.7M
Clarus Group, Inc. 2.01% Add +17.8% 42,141 $5.7M
Financial Partners Group, Inc 0.82% Add +3.8% 42,070 $5.6M
Olistico Wealth, LLC 3.28% Add +0.6% 42,029 $5.6M
Fiduciary Group, LLC 0.57% Reduce -0.1% 42,024 $5.6M
Root Financial Partners, LLC 0.70% Add +52.5% 41,973 $5.6M
Winthrop Capital Management, LLC 1.50% New 40,968 $5.6M
Consolidated Capital Management, LLC 2.46% Reduce -2.7% 41,946 $5.6M
Capital Advisory Group Advisory Services, LLC 2.02% Add +0.7% 41,932 $5.6M
Demars Financial Group, LLC 2.46% Reduce -0.3% 41,930 $5.6M
Meadow Creek Wealth Advisors LLC 4.05% Reduce -4.2% 41,916 $5.6M
Doliver Advisors, LP 1.56% Add +0.3% 41,914 $5.6M
Paradiem, LLC 1.51% Reduce -17.0% 41,908 $5.6M
Willner & Heller, LLC 4.93% Reduce -9.8% 41,885 $5.6M
Cloverfields Capital Group, LP 1.81% Reduce -0.5% 41,882 $5.6M
Aspiring Ventures, LLC 3.54% — 40,727 $5.6M
Delta Financial Group, Inc. 1.31% Reduce -0.8% 41,710 $5.6M
Arlington Capital Management, Inc. 3.87% Reduce -33.2% 41,645 $5.6M
GSG Advisors LLC 1.76% Add +1.4% 41,567 $5.6M
Lantz Financial LLC 1.49% Add +2.2% 41,558 $5.6M
Rowlandmiller & Partners.adv 1.16% Reduce -0.5% 41,480 $5.6M
Cornerstone Select Advisors, LLC 5.37% — 41,454 $5.6M
Triton Financial Group Inc 3.48% Reduce -1.4% 41,441 $5.6M
Westhampton Capital, LLC 2.84% Add +1.3% 41,384 $5.6M
Pioneer Trust Bank N A 1.40% Add +146.4% 41,310 $5.5M
Vista Investment Partners Ii, LLC 3.27% — 41,296 $5.5M
AMS Capital Ltda 2.78% New 41,147 $5.5M
Bluesphere Advisors LLC 2.70% Add +1.2% 41,105 $5.5M
Horizon Wealth Management, LLC 0.96% Add +9.0% 41,087 $5.5M
Trek Financial, LLC 0.41% Add +6.6% 40,969 $5.5M
Great Diamond Partners, LLC 1.42% Reduce -1.3% 40,936 $5.5M
Goldstein Advisors, LLC 0.80% Add +30.9% 40,916 $5.5M
National Wealth Management Group, LLC 3.64% Add +1.3% 40,758 $5.5M
Emprise Bank 3.09% Reduce -4.5% 40,730 $5.5M
Myriad Asset Management US LP 3.66% — 40,678 $5.5M
Vantage Wealth 1.17% Reduce -0.9% 40,615 $5.5M
Wellington Wealth Strategies, LLC. 4.96% Reduce -10.8% 40,307 $5.5M
Great Waters Wealth Management 0.70% Reduce -25.3% 40,500 $5.4M
Vista Investment Partners LLC 1.70% Add +27.6% 40,452 $5.4M
Graphene Investments SAS 3.75% Reduce -14.4% 40,400 $5.4M
Marble Harbor Investment Counsel, LLC 0.60% Add +4.4% 40,388 $5.4M
Vicus Capital 0.48% Add +4.3% 40,386 $5.4M
Birch Hill Investment Advisors LLC 0.25% Add +4.1% 40,350 $5.4M
Integrity Wealth Solutions LLC 3.02% Add +21.7% 40,186 $5.4M
Auxano Advisors, LLC 1.36% Reduce -6.2% 40,116 $5.4M
D'Orazio & Associates, Inc. 0.79% Add +1.1% 40,004 $5.4M
Constitution Capital LLC 3.01% Add +6.0% 39,970 $5.4M
Sovereign Financial Group, Inc. 1.23% Reduce -0.1% 39,925 $5.4M
Western Pacific Wealth Management, LP 4.32% Reduce -1.7% 39,904 $5.4M
Mason & Associates Inc 1.26% Add +5.4% 39,789 $5.3M
Prossimo Advisors, LLC 3.86% Add +2.9% 39,732 $5.3M
Lee Johnson Capital Management, LLC 2.82% Reduce -2.5% 39,725 $5.3M
Sugarloaf Wealth Management, LLC 1.01% Add +131.7% 39,614 $5.3M
Lebenthal Global Advisors, LLC 0.97% Reduce -9.0% 39,601 $5.3M
Centric Wealth Management 1.43% Reduce -6.9% 39,534 $5.3M
TruWealth Advisors, LLC 0.32% Add +1.1% 39,530 $5.3M
Cable Hill Partners, LLC 0.53% Reduce -4.4% 39,466 $5.3M
Up Strategic Wealth Investment Advisors LLC 5.30% Add +19.0% 39,441 $5.3M
Key Client Fiduciary Advisors, LLC 2.37% Add +2.6% 39,425 $5.3M
Accel Wealth Management 2.00% Reduce -1.1% 39,283 $5.3M
Andrew Hill Investment Advisors, Inc. 3.92% Reduce -4.0% 39,268 $5.3M
Farrow Financial, Inc. 3.42% Reduce -9.4% 38,342 $5.3M
Providence First Trust Co 1.97% Add +15.7% 39,083 $5.2M
Everett Harris & Co. 0.07% Add +2.2% 39,038 $5.2M
Novem Group 0.78% — 39,013 $5.2M
JBF Capital, Inc. 0.90% No change 39,000 $5.2M
VestGen Investment Management 1.43% Add +2.6% 38,936 $5.2M
Covenant Partners, LLC 1.61% Reduce -8.6% 38,850 $5.2M
First Commonwealth Financial Corp 1.23% Add +0.9% 38,830 $5.2M
Patriot Investment Management Group, Inc. 0.39% Reduce -4.7% 38,818 $5.2M
Coastwise Capital Group, LLC 4.16% Add +1.7% 38,800 $5.2M
Sequent Planning LLC 1.91% Reduce -4.2% 38,725 $5.2M
Corps Capital Advisors, LLC 5.27% — 38,663 $5.2M
Tranquility Partners, LLC 1.95% Add +1.2% 38,590 $5.2M
Twin Peaks Wealth Advisors, LLC 2.19% Reduce -0.1% 38,511 $5.2M
Enhancing Capital LLC 4.12% — 38,500 $5.2M
Integrity Alliance, Llc. 0.56% — 38,478 $5.2M
Crown Wealth Group, LLC 2.10% Add +0.4% 38,465 $5.2M
Centerpoint Advisory Group 4.99% — 38,455 $5.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.42% Add +7.5% 38,444 $5.2M
Oakwell Private Wealth Management, LLC 1.45% Add +0.3% 38,417 $5.2M
Northside Capital Management, LLC 1.37% Reduce -7.0% 38,352 $5.2M
Crescent Grove Advisors, LLC 0.51% Add +2.7% 38,346 $5.1M
GS Investments, Inc. 2.33% Reduce -20.2% 38,328 $5.1M
Foresight Capital Management Advisors, Inc. 3.01% Add +0.7% 38,288 $5.1M
Arvest Bank Trust Division 0.31% Add +17.3% 38,269 $5.1M
Shariaportfolio, Inc. 2.43% Add +1.7% 38,215 $5.1M
JGP Wealth Management, LLC 0.66% Add +0.8% 38,198 $5.1M
First County Bank 2.87% Reduce -12.0% 38,186 $5.1M
Nabity-Jensen Investment Management Inc 3.86% Reduce -3.0% 38,092 $5.1M
Falcon Wealth Planning 0.57% Add +12.6% 38,057 $5.1M
Shilanski & Associates, Inc. 1.64% Reduce -10.3% 37,979 $5.1M
Telos Capital Management, Inc. 0.54% Reduce -1.3% 37,974 $5.1M
Brown Financial Advisors 2.04% Add +8.8% 37,893 $5.1M
Diligent Investors, LLC 1.17% Add +9.1% 37,874 $5.1M
Stonebridge Capital Management Inc. 2.08% Reduce -16.8% 37,870 $5.1M
Fund 1 Investments, LLC 0.70% New 37,800 $5.1M
Tobam 1.55% Reduce -30.1% 37,793 $5.1M
Quantum Portfolio Management LLC 2.72% Add +4.9% 37,787 $5.1M
AXS Investments LLC 1.42% Reduce -3.6% 37,784 $5.1M
Sander Capital Advisors Inc. 2.33% Reduce -10.2% 37,779 $5.1M
Greenwoods Asset Management Hong Kong Ltd. 0.16% Add +21.4% 37,776 $5.1M
ARS Wealth Advisors Group, LLC 0.70% Add +2.4% 37,765 $5.1M
Hound Partners, LLC 2.44% Reduce -31.7% 37,755 $5.1M
Prosperity Wealth Management, Inc. 2.09% Reduce -29.1% 37,746 $5.1M
Total Clarity Wealth Management, Inc. 1.65% Add +1.9% 37,690 $5.1M
First City Capital Management, Inc. 2.69% Reduce -2.4% 37,685 $5.1M
New Wave Wealth Advisors LLC 2.07% Reduce -8.6% 37,673 $5.1M
Legacy Wealth Asset Management, LLC 1.38% Reduce -15.9% 37,635 $5.1M
Unique Wealth, LLC 1.05% Add +10.0% 37,629 $5.1M
FFT Wealth Management LLC 0.38% Add +16.2% 37,601 $5.0M
Runnymede Capital Advisors, Inc. 4.41% — 37,590 $5.0M
Hansen & Associates Financial Group, Inc. 2.57% Add +2070.5% 36,811 $5.0M
Flagship Wealth Advisors, LLC 2.96% — 37,533 $5.0M
Tejara Capital Ltd 3.29% No change 37,434 $5.0M
Klingman & Associates, LLC 0.32% Add +24.2% 37,329 $5.0M
Magnus Financial Group LLC 0.48% Add +10.8% 37,262 $5.0M
LCNB Corp. 1.82% Add +0.0% 37,247 $5.0M
Toth Financial Advisory Corp. 0.59% Add +0.8% 37,142 $5.0M
Silphium Asset Management Ltd 1.81% Add +0.0% 37,047 $5.0M
MWA Asset Management 3.31% Reduce -0.3% 37,042 $5.0M
1248 Management, LLC 2.14% — 36,944 $5.0M
Harold Davidson & Associates Inc. 2.37% — 36,929 $5.0M
Pure Portfolios Holdings LLC 1.84% Add +0.9% 36,926 $5.0M
Werba Rubin Papier Wealth Management 1.17% Add +1.0% 36,917 $5.0M
Prudent Man Advisors, LLC 1.80% Reduce -4.8% 36,864 $5.0M
Courier Capital LLC 0.34% Reduce -17.5% 36,834 $4.9M
Amica Retiree Medical Trust 4.68% Reduce -15.8% 36,790 $4.9M
New Century Financial Group, LLC 2.10% Reduce -10.1% 34,195 $4.9M
Red Wave Investments LLC 1.73% Reduce -1.8% 36,776 $4.9M
Financial Security Advisor, Inc. 1.25% Add +2.1% 36,774 $4.9M
Guyasuta Investment Advisors Inc. 0.31% Add +0.2% 36,738 $4.9M
Argus Investors' Counsel, Inc. 3.29% Reduce -5.1% 36,731 $4.9M
Raleigh Capital Management Inc. 1.90% Add +11.5% 36,720 $4.9M
Whalen Wealth Management Inc. 3.41% Reduce -8.2% 36,644 $4.9M
Sunbeam Capital Management, LLC 4.56% — 36,559 $4.9M
Wealth Group, Ltd. 3.18% Reduce -1.3% 36,556 $4.9M
Candelo Capital Management LP 3.09% Reduce -0.8% 36,500 $4.9M
St. Nicholas Private Asset Management, Inc. 4.38% — 36,495 $4.9M
Advanced Portfolio Management, LLC 5.57% Reduce -13.7% 37,964 $4.9M
Strategic Family Wealth Counselors, L.L.C. 1.59% Add +17.1% 36,310 $4.9M
Abacus Planning Group, Inc. 0.86% Add +7.0% 36,289 $4.9M
Greenfield Savings Bank 2.33% Reduce -0.4% 36,260 $4.9M
Measured Wealth Private Client Group, LLC 1.57% Add +3.3% 36,239 $4.9M
First Western Trust Bank 0.22% Add +96.5% 36,221 $4.9M
1858 Wealth Management, LLC 3.85% Reduce -0.4% 36,150 $4.9M
My Legacy Advisors, LLC 1.88% Add +6.7% 35,621 $4.9M
Provident Co of the Employees of the Hebrew University LTD 5.65% No change 36,160 $4.9M
Compass Capital Corp. /Ma/ 1.89% — 34,904 $4.9M
Snider Financial Group 1.50% Add +17.6% 36,053 $4.8M
Maridea Wealth Management LLC 1.56% — 36,049 $4.8M
WMS Partners, LLC 0.27% Add +2.1% 36,042 $4.8M
Barings LLC 0.12% Reduce -12.4% 35,993 $4.8M
IFC Advisors LLC 1.05% — 35,980 $4.8M
Warren Street Wealth Advisors, LLC 1.98% Reduce -1.4% 35,955 $4.8M
Medallion Wealth Advisors, LLC 2.39% — 36,356 $4.8M
Holistic Financial Partners 2.39% Add +0.2% 35,895 $4.8M
City State Bank 1.69% Add +1.4% 35,775 $4.8M
Northwest Wealth Management, LLC 1.02% Add +9.6% 35,774 $4.8M
EdgeRock Capital LLC 3.14% Add +10.8% 35,728 $4.8M
Ballast Advisors LLC 1.48% Add +0.7% 35,652 $4.8M
626 Financial, LLC 2.58% Reduce -0.4% 35,573 $4.8M
Invera Wealth Advisors, LLC 4.73% Reduce -9.6% 32,428 $4.8M
Kuhn & Co Investment Counsel 4.05% Reduce -7.0% 35,470 $4.8M
CFO4Life Group, LLC 0.84% Add +3.9% 35,432 $4.8M
CAP Partners, LLC 3.35% Reduce -7.6% 35,427 $4.8M
Hourglass Capital, LLC 1.31% Reduce -0.1% 35,380 $4.8M
Stevard, LLC 17.72% No change 35,360 $4.7M
Willis Johnson & Associates, Inc. 0.36% Reduce -19.2% 35,346 $4.7M
Traveka Wealth, LLC 2.62% Add +0.6% 35,317 $4.7M
Thrive Wealth Management, LLC 0.85% Add +5.2% 35,298 $4.7M
Spreng Capital Management, Inc. 2.11% Reduce -5.6% 35,266 $4.7M
Horst & Graben Wealth Management LLC 0.84% Add +0.8% 35,265 $4.7M
Sharpepoint LLC 4.26% — 35,233 $4.7M
Claret Asset Management Corp 0.75% Add +2.8% 35,187 $4.7M
Maxele Advisors, LLC 4.50% — 35,131 $4.7M
Laffer Tengler Investments, Inc. 1.14% Add +26.0% 35,004 $4.7M
Financial & Tax Architects, LLC 1.20% Add +2.2% 35,000 $4.7M
Almanack Investment Partners, LLC. 0.72% Reduce -7.4% 34,992 $4.7M
Ironwood Investment Counsel, LLC 0.80% Reduce -0.1% 34,927 $4.7M
Petra Financial Advisors Inc. 3.18% Reduce -1.4% 34,813 $4.7M
Texas Bank & Trust Co 1.92% — 34,762 $4.7M
Pinnacle Wealth Management, LLC 5.17% Reduce -0.3% 34,624 $4.6M
Kolinsky Wealth Management, LLC 2.84% Add +4.5% 34,614 $4.6M
Stablepoint Partners, LLC 0.85% Reduce -5.9% 34,611 $4.6M
Patten & Patten Inc. 0.31% Reduce -0.2% 34,596 $4.6M
Heritage Wealth Partners, LLC 5.83% Add +2.7% 34,596 $4.6M
Bellecapital International Ltd. 0.83% Add +9.5% 34,539 $4.6M
Net Worth Advisory Group 1.41% Reduce -10.2% 34,474 $4.6M
WNY Asset Management, LLC 0.57% Reduce -2.0% 34,435 $4.6M
Headinvest, LLC 0.87% Reduce -8.5% 34,395 $4.6M
RIA Advisory Group LLC 1.57% Add +71.4% 34,379 $4.6M
Berkeley Capital Partners, LLC 1.28% Add +1.6% 34,301 $4.6M
Westside Investment Management, Inc. 0.97% Reduce -6.9% 34,265 $4.6M
Fi3 FINANCIAL ADVISORS, LLC 1.72% Reduce -1.3% 34,234 $4.6M
Hamilton Point Investment Advisors, LLC 0.83% Add +1.5% 34,155 $4.6M
Resurgent Financial Advisors LLC 2.71% Reduce -3.9% 34,112 $4.6M
Narus Financial Partners, LLC 1.55% Add +12.9% 34,103 $4.6M
Galvin, Gaustad & Stein, LLC 0.42% Reduce -0.8% 34,081 $4.6M
Brady Martz Wealth Solutions, LLC 1.10% — 34,727 $4.6M
Sykon Capital LLC 1.58% Reduce -5.3% 34,047 $4.6M
Truxt Investmentos Ltda. 7.40% Add +23.8% 33,235 $4.6M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 2.66% No change 34,000 $4.6M
Aspire Private Capital, LLC 1.13% Reduce -10.4% 33,989 $4.6M
Am Investment Strategies LLC 1.11% Add +3.1% 33,904 $4.6M
Mfa Wealth Advisors, LLC 1.16% Add +11.8% 33,783 $4.5M
Carolinas Wealth Consulting LLC 0.89% Reduce -6.6% 33,771 $4.5M
Francis Financial, Inc. 1.15% Add +254.2% 44,460 $4.5M
Tower Bridge Advisors 0.49% Add +9.8% 33,700 $4.5M
Voya Financial Advisors, Inc. 0.49% Reduce -3.4% 32,884 $4.5M
Saxon Interests, Inc. 1.99% Reduce -1.1% 33,666 $4.5M
Walker Asset Management, LLC 2.78% Add +4.0% 33,661 $4.5M
Passumpsic Savings Bank 2.82% Reduce -1.8% 33,624 $4.5M
Insight Wealth Strategies, LLC 0.61% Add +2.0% 33,602 $4.5M
Essex LLC 0.95% Reduce -8.0% 33,552 $4.5M
Turn8 Private Wealth Inc. 3.21% — 33,532 $4.5M
SkyOak Wealth, LLC 0.96% Reduce -8.4% 33,517 $4.5M
New Republic Capital, LLC 2.94% Add +11.6% 33,505 $4.5M
Pensionfund Sabic 1.18% Reduce -23.0% 33,500 $4.5M
Advus Financial Partners, LLC 1.27% Add +1.4% 33,486 $4.5M
First United Bank & Trust 1.63% Reduce -2.0% 33,413 $4.5M
Cary Street Partners Investment Advisory LLC 2.94% Reduce -81.1% 33,386 $4.5M
Winebrenner Capital Management LLC 3.45% — 33,380 $4.5M
Kraematon Investment Advisors, Inc. 4.43% Add +7.8% 33,368 $4.5M
Fairvoy Private Wealth, LLC 1.19% — 33,346 $4.5M
Winthrop Advisory Group LLC 0.54% Add +12.4% 33,317 $4.5M
Greystone Financial Group, LLC 0.78% Add +2.3% 33,305 $4.5M
Mattern Wealth Management LLC 0.98% Reduce -0.0% 33,255 $4.5M
PGIM Custom Harvest LLC 0.09% Reduce -2.3% 33,218 $4.5M
Wellspring Financial Advisors, LLC 0.47% Reduce -34.3% 30,359 $4.5M
Center For Asset Management LLC 2.87% Add +26.8% 33,011 $4.4M
Impact Asset Management GmbH 1.75% Reduce -0.6% 33,006 $4.4M
Kenora Financial, LLC 1.76% Reduce -0.7% 32,961 $4.4M
Breakwater Capital Group 0.88% Reduce -2.2% 32,941 $4.4M
Traphagen Investment Advisors LLC 0.45% Add +4.1% 32,879 $4.4M
Kirtland Hills Capital Management, LLC 2.82% Add +11.5% 32,870 $4.4M
Resolute Advisors LLC 0.89% Add +91.8% 32,807 $4.4M
Sunburst Financial Group, LLC 1.09% Add +0.2% 32,802 $4.4M
Samalin Investment Counsel, LLC 1.89% Add +2.9% 32,786 $4.4M
Primoris Wealth Advisors, LLC 3.35% Reduce -7.4% 32,758 $4.4M
Rockland Trust Co. 0.22% Reduce -7.7% 32,694 $4.4M
G2 Capital Management, LLC / Oh 1.29% Add +0.0% 32,680 $4.4M
Facet Wealth, Inc. 0.12% Reduce -2.3% 33,797 $4.4M
Kanawha Capital Management LLC 0.34% Add +9.6% 32,621 $4.4M
Trust Investment Advisors 2.80% Reduce -5.1% 32,616 $4.4M
Cypress Wealth Services, LLC 0.88% Add +12.0% 32,605 $4.4M
Beacon Financial Advisory LLC 1.42% Add +3.1% 32,576 $4.4M
Arrow Capital Pty Ltd 4.00% — 32,500 $4.4M
Lion Street Advisors, LLC 1.39% Reduce -3.8% 32,497 $4.4M
LJI Wealth Management, LLC 0.86% Reduce -0.3% 32,496 $4.4M
Ssi Investment Management LLC 1.56% Reduce -0.1% 32,448 $4.4M
Legacy Edge Advisors, LLC 0.69% Reduce -4.6% 31,689 $4.4M
SoundView Advisors Inc. 1.79% — 32,428 $4.4M
Wedge Capital Management L L P 0.08% No change 32,393 $4.4M
Del-Sette Capital Management, LLC 3.53% Reduce -3.0% 32,391 $4.3M
Orrstown Financial Services Inc. 1.17% Reduce -0.4% 32,362 $4.3M
Biltmore Family Office, LLC 0.73% Reduce -0.6% 32,308 $4.3M
Atlas Capital Advisors Inc. 0.55% Add +46.8% 32,300 $4.3M
North Star Investment Management Corp. 0.30% Add +4.8% 32,237 $4.3M
Fermata Advisors, LLC 0.81% Reduce -1.4% 32,195 $4.3M
Gerber, LLC 3.15% Reduce -0.1% 32,181 $4.3M
PSI Advisors, LLC 1.28% Add +2.1% 32,176 $4.3M
Corundum Group, Inc. 1.61% Add +74.0% 32,163 $4.3M
Delta Asset Management LLC 0.39% Reduce -0.1% 32,122 $4.3M
Ethos Financial Group, LLC 0.57% Add +24.1% 32,092 $4.3M
Dale Q Rice Investment Management Ltd 1.90% — 32,100 $4.3M
Terra Nova Asset Management LLC 3.28% Add +0.6% 32,096 $4.3M
B.O.S.S. Retirement Advisors, LLC 1.20% Reduce -82.5% 32,094 $4.3M
Eaton Financial Holdings Company, LLC 1.66% Reduce -0.1% 32,048 $4.3M
Barr E S & Co. 0.25% Reduce -0.6% 32,007 $4.3M
Hengehold Capital Management LLC 0.40% Reduce -1.2% 31,967 $4.3M
Elyxium Wealth, LLC 2.61% Add +4.9% 31,945 $4.3M
Nichols & Pratt Advisers LLP 0.29% No change 31,940 $4.3M
FWG Holdings, LLC 2.06% Add +7.5% 36,746 $4.3M
WMG Financial Advisors, LLC 1.84% Reduce -3.6% 31,914 $4.3M
Apella Capital, LLC 0.16% Add +0.7% 31,865 $4.3M
Ariadne Wealth Management, LP 1.95% Add +1.7% 31,973 $4.3M
Second Line Capital, LLC 1.15% Add +65.0% 31,792 $4.3M
AAFMAA Wealth Management & Trust LLC 1.87% Reduce -8.1% 31,748 $4.3M
X-Square Capital, LLC 1.75% Reduce -0.4% 31,720 $4.3M
CORDA Investment Management, LLC. 0.34% Add +3.5% 31,710 $4.3M
Mainstay Capital Management LLC 0.65% Add +12.9% 31,707 $4.3M
Peak Financial Management, Inc. 1.28% Add +3.6% 31,707 $4.3M
Symphony Financial Services, Inc. 3.41% Reduce -11.5% 31,719 $4.2M
Plante Moran Financial Advisors, LLC 0.35% Reduce -0.5% 31,630 $4.2M
Landing Point Financial Group, LLC 3.24% — 32,380 $4.2M
Lincoln Capital Corp. 1.75% Reduce -1.3% 31,581 $4.2M
Grey Ledge Advisors, LLC 1.10% Reduce -0.9% 31,568 $4.2M
BCM Advisors, LLC 0.95% Reduce -0.6% 33,947 $4.2M
AGH Wealth Advisors, LLC 3.92% — 31,505 $4.2M
Key Financial Inc 0.96% Add +0.5% 31,479 $4.2M
Saxony Capital Management, LLC 3.72% Reduce -6.4% 31,467 $4.2M
LM Advisors LLC 0.76% Reduce 0.0% 31,461 $4.2M
Valley Brook Capital Group, Inc. 3.16% Reduce -5.8% 31,461 $4.2M
Mill Creek Capital Advisors, LLC 0.10% Add +13.6% 31,418 $4.2M
Aubrey Capital Management Ltd 1.60% Reduce -3.7% 31,400 $4.2M
Bison Wealth, LLC 0.52% — 31,396 $4.2M
Vectors Research Management, LLC 1.44% Reduce -11.5% 31,383 $4.2M
Dearborn Partners LLC 0.18% Reduce -3.2% 31,306 $4.2M
M3 Advisory Group, LLC 3.01% Reduce -1.8% 31,290 $4.2M
Gallagher Fiduciary Advisors, LLC 0.82% Add +3.1% 31,211 $4.2M
Atom Investors LP 0.52% Reduce -55.5% 31,190 $4.2M
Veracity Capital LLC 1.52% Reduce -8.8% 31,141 $4.2M
Rede Wealth, LLC 1.60% Add +2.5% 31,072 $4.2M
MeadowBrook Investment Advisors LLC 3.76% Reduce -0.3% 31,060 $4.2M
Columbia Asset Management 0.80% Reduce -2.7% 31,043 $4.2M
Unique Wealth Strategies, LLC 1.83% Add +11.8% 31,001 $4.2M
Foster Victor Wealth Advisors, LLC 0.32% Add +30.8% 30,140 $4.2M
Palisades Hudson Asset Management, L.P. 1.75% No change 30,909 $4.2M
Waterway Wealth Management, LLC 1.82% Add +3.1% 30,842 $4.1M
Opes Wealth Management LLC 0.85% Add +4.0% 30,784 $4.1M
Avantra Family Wealth, Inc. 3.86% — 30,773 $4.1M
Beese Fulmer Investment Management, Inc. 0.35% Reduce -0.8% 30,772 $4.1M
ABLE Financial Group, LLC 1.22% Reduce -0.2% 30,763 $4.1M
Clay Northam Wealth Management, LLC 2.67% Add +0.8% 30,760 $4.1M
Scissortail Wealth Management, LLC 1.05% Add +113240.7% 30,602 $4.1M
Redwood Investment Management, LLC 0.40% Add +33.3% 30,588 $4.1M
Carr Financial Group Corp 1.29% Reduce -16.8% 30,559 $4.1M
Capital Markets Trading UK LLP 2.43% Add +162.4% 30,530 $4.1M
SPC Financial, Inc. 0.36% Add +13.4% 30,385 $4.1M
Advance Capital Management, Inc. 0.19% Add +1.9% 30,328 $4.1M
Parametrica Management Ltd 5.37% Add +121.9% 30,271 $4.1M
Insight Wealth Partners, LLC 2.57% Add +1.8% 30,259 $4.1M
Navis Wealth Advisors, LLC 4.43% Add +0.7% 30,167 $4.1M
McGlone Suttner Wealth Management, Inc. 0.68% Reduce -0.8% 30,165 $4.1M
Galaxy Digital Capital Management GP LLC 2.96% — 30,148 $4.0M
Boyd Watterson Asset Management LLC 1.13% No change 30,080 $4.0M
Wealth Architects, LLC 0.46% Reduce -5.3% 30,075 $4.0M
Interchange Capital Partners, LLC 1.46% Add +4.9% 30,027 $4.0M
Harbert Fund Advisors, LLC 3.50% Add +50.0% 30,000 $4.0M
MRA Advisory Group 2.12% Reduce -10.9% 29,865 $4.0M
Beach Investment Counsel Inc. 0.54% No change 29,825 $4.0M
Blackhawk Capital Partners, LLC 2.07% Add +15.9% 29,808 $4.0M
Pine Harbor Wealth Management, LLC 1.61% Reduce -1.3% 29,771 $4.0M
West Wealth Group, LLC 1.19% Add +52.0% 29,764 $4.0M
Coppell Advisory Solutions LLC 0.56% Add +13.4% 29,188 $4.0M
ArrowMark Colorado Holdings LLC 0.05% No change 29,690 $4.0M
May Hill Capital, LLC 1.54% — 29,659 $4.0M
MFG Wealth Management, Inc. 3.64% — 29,562 $4.0M
Chancellor Financial Group WB LP 3.19% — 29,531 $4.0M
Inspire Trust Co, N.A. 1.01% Reduce -15.4% 29,523 $4.0M
Factor Wealth Management LTD 1.31% — 29,452 $4.0M
Lighthouse Investment Partners, LLC 0.15% Reduce -52.6% 29,377 $3.9M
Dunhill Financial, LLC 1.83% Add +10.7% 29,299 $3.9M
Boomfish Wealth Group, LLC 2.38% Reduce -4.1% 29,255 $3.9M
Mainstream Capital Management LLC 2.75% Add +1.4% 29,191 $3.9M
Tanaka Capital Management Inc. 8.96% Reduce -0.2% 29,193 $3.9M
Muirfield Wealth Advisors LLC 3.22% Add +5.8% 29,124 $3.9M
GDS Wealth Management 0.36% Add +55.6% 29,110 $3.9M
Ellevest, Inc. 0.23% Add +23.5% 29,101 $3.9M
Mustard Seed Financial, LLC 3.17% Add +0.5% 29,097 $3.9M
Shoker Investment Counsel, Inc. 1.32% Add +0.2% 29,051 $3.9M
Curated Wealth Partners LLC 0.45% Add +0.8% 29,051 $3.9M
Capstone Wealth Management Group LLC 2.96% — 28,999 $3.9M
Bridgewealth Advisory Group, LLC 1.10% Add +65.5% 28,768 $3.9M
FDx Advisors, Inc. 1.14% Reduce -4.0% 28,956 $3.9M
Greenland Capital Management LP 0.79% Add +427.2% 28,939 $3.9M
Pinnacle West Asset Management, Inc. 2.78% Reduce -10.4% 28,940 $3.9M
Atala Financial Inc 2.73% — 28,919 $3.9M
LPWM LLC 1.25% Reduce -4.5% 28,869 $3.9M
Valicenti Advisory Services Inc. 0.97% Add +10.2% 28,867 $3.9M
Armstrong Advisory Group, Inc. 0.31% Add +64.0% 28,846 $3.9M
Enterprise Financial Services Corp 2.15% Reduce -1.2% 28,755 $3.9M
Benin Management CORP 1.06% Add +15.5% 28,710 $3.9M
Pinnacle Holdings, LLC 1.68% Add +10262.1% 28,703 $3.9M
McDaniel Terry & Co. 0.32% Add +0.9% 28,681 $3.9M
Acorn Financial Advisory Services Inc. 0.63% Reduce -4.3% 28,670 $3.9M
AA Financial Advisors, LLC 1.03% Add +3.8% 28,665 $3.8M
Palumbo Wealth Management LLC 1.43% Reduce -0.9% 28,618 $3.8M
Central Valley Advisors, LLC 1.74% Add +4.7% 28,564 $3.8M
1834 Investment Advisors Co. 0.49% Add +5.4% 28,560 $3.8M
Sierra Capital LLC 0.45% Add +10.4% 28,554 $3.8M
Gradient Capital Advisors, LLC 1.24% Reduce -1.4% 28,548 $3.8M
KKM Financial LLC 1.60% Reduce -19.0% 28,500 $3.8M
Stonebridge Financial Planning Group, LLC 1.71% Add +4.5% 28,471 $3.8M
Peachtree Investment Partners, LLC 1.43% Add +15.1% 28,435 $3.8M
Cutter & CO Brokerage, Inc. 0.93% Reduce -0.6% 28,409 $3.8M
Abel Hall, LLC 2.43% Add +2.4% 28,373 $3.8M
Legacy Trust 0.88% Reduce -9.8% 28,313 $3.8M
Impact Partnership Wealth, LLC 0.77% Add +51.5% 28,305 $3.8M
Fortis Group Advisors, LLC 0.71% Add +75.5% 28,283 $3.8M
Byrne Asset Management LLC 3.09% Add +3.3% 28,225 $3.8M
Todd Asset Management LLC 0.09% No change 28,200 $3.8M
Consilio Wealth Advisors, LLC 1.55% Add +2.1% 28,196 $3.8M
Frisch Financial Group, Inc. 1.14% Add +2.6% 28,153 $3.8M
All Terrain Financial Advisors, LLC 1.47% Reduce -2.4% 28,130 $3.8M
Sage Rhino Capital LLC 0.82% Add +9.2% 28,097 $3.8M
Householder Group Estate & Retirement Specialist, LLC 2.82% Reduce -55.3% 28,071 $3.8M
Roehl & Yi Investment Advisors, LLC 2.07% — 28,044 $3.8M
Carl P. Sherr & Co., LLC 1.98% Add +4.0% 28,042 $3.8M
St. Johns Investment Management Company, LLC 1.75% Reduce -1.3% 28,022 $3.8M
DT Investment Partners, LLC 0.32% Add +2.8% 27,977 $3.8M
TrueMark Investments, LLC 1.20% Reduce -7.5% 27,920 $3.7M
Versant Capital Management, Inc 0.81% Add +46.5% 27,905 $3.7M
Northwest Financial Advisors 3.09% Add +0.0% 27,861 $3.7M
Estate Counselors, LLC 0.40% No change 27,860 $3.7M
Sonoma Private Wealth LLC 6.03% Add +27.5% 27,829 $3.7M
YANKCOM Partnership 2.00% — 27,823 $3.7M
Angeles Investment Advisors, LLC 0.18% Reduce -33.5% 27,790 $3.7M
PAX Financial Group, LLC 0.67% Add +6.5% 27,704 $3.7M
Valley National Advisers Inc. 0.67% Add +5.9% 27,681 $3.7M
Old North State Wealth Management, LLC 2.09% Add +1.7% 27,643 $3.7M
Driehaus Capital Management LLC 0.03% Reduce -21.7% 27,623 $3.7M
360 Financial, Inc. 1.34% Reduce -0.6% 27,581 $3.7M
Walkner Condon Financial Advisors LLC 0.75% Reduce -3.6% 27,516 $3.7M
Bridge Creek Capital Management LLC 1.14% Reduce -2.2% 27,513 $3.7M
Ledyard National Bank 0.35% Add +3.3% 27,493 $3.7M
Davidson Capital Management Inc. 0.97% Add +3.6% 27,471 $3.7M
Riverpark Capital Management LLC 6.45% Reduce -7.6% 27,469 $3.7M
Lee Financial Co 0.52% Add +9.6% 27,444 $3.7M
Campbell Newman Asset Management Inc. 0.30% Reduce -2.3% 27,355 $3.7M
InTrack Investment Management Inc 2.56% Add +3.7% 27,873 $3.7M
Legacy Wealth Management, LLC / MS 1.46% Reduce -36.1% 27,337 $3.7M
Mosaic Family Wealth Partners, LLC 0.53% Reduce -2.9% 27,211 $3.7M
Murphy & Mullick Capital Management Corp 3.36% — 27,189 $3.7M
Matauro, LLC 0.79% — 27,187 $3.7M
Legato Capital Management LLC 0.48% No change 27,141 $3.6M
Sterling Investment Counsel, LLC 2.41% Reduce -29.8% 27,093 $3.6M
Kensington Investment Counsel, LLC 1.52% Reduce -8.3% 27,090 $3.6M
Kraft, Davis & Associates, LLC 1.04% Reduce -4.3% 27,688 $3.6M
Haverford Financial Services, Inc. 1.11% Reduce -8.2% 27,081 $3.6M
Oxford Wealth Group, LLC 2.35% Reduce -2.3% 27,050 $3.6M
Orion Capital Management LLC 1.59% Reduce -11.3% 26,970 $3.6M
Gateway Wealth Partners, LLC 0.94% Add +6.8% 26,963 $3.6M
Redwood Wealth Management Group, LLC 1.76% Add +1.6% 26,930 $3.6M
Tributary Capital Management, LLC 0.28% Reduce -4.8% 26,890 $3.6M
Walter & Keenan Wealth Management LLC /in/ 1.09% Reduce -11.6% 26,887 $3.6M
One Day In July LLC 0.38% Reduce -6.0% 26,843 $3.6M
N.E.W. Advisory Services LLC 0.34% Add +2.7% 26,836 $3.6M
Davies Financial Advisors, Inc. 3.06% No change 26,795 $3.6M
Palmer Knight Co 1.61% Reduce -0.1% 26,773 $3.6M
Taylor & Morgan Wealth Management, LLC 2.52% Reduce -10.2% 26,744 $3.6M
Roberts Glore & Co. Inc. 1.06% Reduce -0.5% 26,715 $3.6M
One River Asset Management, LLC 5.37% New 26,081 $3.6M
Earned Wealth Advisors, LLC 1.15% Add +59.4% 26,700 $3.6M
Souders Financial Advisors 0.50% Add +4.5% 26,582 $3.6M
Dechtman Wealth Management, LLC 0.69% Add +3.2% 26,576 $3.6M
Aprio Wealth Management, LLC 0.52% Add +14.0% 26,549 $3.6M
Helios Capital Management Pte. Ltd. 2.08% Add +39.5% 26,500 $3.6M
Birmingham Capital Management Co. Inc. 1.32% Reduce -4.5% 26,500 $3.6M
RiverPark Advisors, LLC 2.85% Reduce -4.1% 26,143 $3.6M
D.B. Root & Company, LLC 1.13% Reduce -0.8% 26,498 $3.6M
one8zero8, LLC 0.77% — 26,478 $3.6M
Valley Wealth Managers, Inc. 0.27% Add +3.9% 26,477 $3.6M
Gallagher Capital Advisors, LLC 2.58% — 26,401 $3.5M
Whelan Financial 1.39% Add +61.4% 26,374 $3.5M
Aspen Grove Capital, LLC 0.75% Add +1.6% 26,345 $3.5M
Capital Management Associates 4.16% Reduce -4.9% 26,316 $3.5M
LWM Advisory Services, LLC 2.46% Reduce -3.7% 26,110 $3.5M
Crescent Park Management, L.P. 1.45% Add +108.5% 26,250 $3.5M
Trinity Financial Advisors LLC 1.34% Add +8.9% 25,457 $3.5M
Richards, Merrill & Peterson, Inc. 1.84% — 26,207 $3.5M
American Money Management, LLC 0.69% Reduce -1.0% 26,190 $3.5M
Sage Private Wealth Group, LLC 2.64% Add +538.7% 26,154 $3.5M
IFG Advisors, LLC 0.70% Add +1.3% 26,146 $3.5M
BluePointe Capital Management, LLC 2.01% Add +1.3% 26,141 $3.5M
Laraway Financial Advisors Inc 2.70% Add +0.0% 26,139 $3.5M
Boyce & Associates Wealth Consulting, Inc. 3.55% Add +0.0% 26,122 $3.5M
Palo Alto Wealth Advisors, LLC 1.23% Add +29.9% 26,119 $3.5M
Woodley Farra Manion Portfolio Management Inc. 0.17% Add +1.1% 26,099 $3.5M
Hazlett, Burt & Watson, Inc. 1.55% Add +23.0% 26,070 $3.5M
Archer Investment Corp 0.93% Reduce -2.5% 26,005 $3.5M
Prostatis Group LLC 1.02% Add +5.2% 26,004 $3.5M
GoalVest Advisory LLC 0.96% Reduce -7.8% 25,967 $3.5M
Hofer & Associates. Inc 2.34% Reduce -2.1% 25,958 $3.5M
Nicholas Wealth, LLC. 1.90% Add +9.5% 26,164 $3.5M
J. W. Coons Advisors, LLC 0.89% Reduce -1.4% 25,890 $3.5M
Stephens Consulting, LLC 0.87% Reduce -36.2% 25,888 $3.5M
Heritage Financial Services, LLC 0.46% Reduce -2.1% 25,794 $3.5M
Williamson Legacy Group, LLC 2.31% Reduce -23.6% 25,793 $3.5M
RVW Wealth, LLC 0.32% Reduce -46.3% 25,772 $3.5M
Finivi Inc. 2.76% Reduce -17.4% 25,746 $3.5M
Ninepoint Partners LP 0.55% Reduce -0.3% 25,691 $3.5M
Mach-1 Financial Group, LLC 6.22% Reduce -0.4% 25,673 $3.4M
Regency Capital Management Inc.\DE 1.87% Add +39.9% 25,672 $3.4M
Wallington Asset Management, LLC 0.50% Reduce -0.7% 25,652 $3.4M
Prospect Hill Management, LLC 1.51% No change 25,650 $3.4M
FNY Investment Advisers, LLC 1.81% Add +53.5% 25,611 $3.4M
Drucker Wealth 3.0, LLC 0.79% Add +25.2% 25,567 $3.4M
Syntegra Private Wealth Group, LLC 0.39% Add +5.9% 25,553 $3.4M
IronOak Wealth LLC. 3.84% — 25,526 $3.4M
BIP Wealth, LLC 0.23% Add +0.3% 25,521 $3.4M
Marshall Investment Management, LLC 2.02% — 28,200 $3.4M
Stokes Family Office, LLC 0.37% Reduce -4.8% 25,493 $3.4M
Mechanics Financial Corp 1.53% Add +1.4% 25,367 $3.4M
Cahaba Wealth Management, Inc. 0.28% Reduce -7.6% 25,350 $3.4M
PKS Advisory Services, LLC 0.85% — 25,271 $3.4M
Wealthstream Advisors, Inc. 0.63% Add +3.8% 25,266 $3.4M
Stevens Capital Management LP 1.36% Reduce -90.9% 25,236 $3.4M
Goldstone Financial Group, LLC 0.53% Add +4.3% 25,214 $3.4M
Atlas Legacy Advisors, LLC 0.82% — 25,200 $3.4M
Brucke Financial, Inc. 2.91% — 28,155 $3.4M
JPL Wealth Management, LLC 0.97% — 25,172 $3.4M
Tikehau Investment Management 4.07% Reduce -98.1% 413 $3.4M
Asset Planning,Inc 2.57% — 25,135 $3.4M
Grange Capital, LLC 3.54% — 25,131 $3.4M
TruNorth Capital Management, LLC 0.92% Add +3.3% 25,100 $3.4M
Royal Harbor Partners, LLC 1.27% Reduce -1.8% 25,010 $3.4M
Militia Capital Partners, LP 3.21% — 25,000 $3.4M
KOM Wealth Management Group, LLC 2.48% Reduce -0.0% 24,982 $3.4M
PFW Advisors LLC 1.03% — 24,978 $3.4M
PDT Partners, LLC 0.30% Reduce -49.3% 24,954 $3.4M
Spinnaker Investment Group, LLC 0.81% Reduce -1.3% 24,950 $3.4M
SeaBridge Investment Advisors LLC 0.70% Add +182.1% 24,927 $3.3M
Matrix Private Capital Group LLC 1.91% Add +0.3% 24,924 $3.3M
Motive Wealth Advisors 1.79% Add +9.7% 24,859 $3.3M
Lifeworks Advisors, LLC 0.60% Reduce -1.4% 24,849 $3.3M
Bank of Marin 2.64% Reduce -0.4% 24,799 $3.3M
Round Rock Advisors LLC 0.68% Add +66.8% 24,799 $3.3M
Tennessee Valley Asset Management Partners 0.56% Reduce -4.6% 24,795 $3.3M
Wealthspire Retirement, LLC 0.26% Add +9.7% 24,790 $3.3M
Marion Wealth Management 0.88% Reduce -0.5% 24,749 $3.3M
Keyvantage Wealth, LLC 2.37% — 24,721 $3.3M
G&S Capital LLC 1.37% Add +18.3% 24,693 $3.3M
Paradigm Asset Management Co. LLC 0.90% Reduce -64.1% 24,570 $3.3M
FLC Capital Advisors 0.76% Reduce -6.9% 24,537 $3.3M
HMV Wealth Advisors, LLC 3.29% — 24,510 $3.3M
Maripau Wealth Management LLC 1.95% Add +11.1% 24,498 $3.3M
Balentine LLC 0.13% Reduce -52.5% 24,462 $3.3M
Strategies Wealth Advisors, LLC 0.41% New 25,058 $3.3M
SouthState Bank Corp 0.21% Add +0.2% 24,415 $3.3M
Triad Wealth Partners, LLC 1.18% Add +21.7% 24,362 $3.3M
Encompass More Asset Management 1.07% Add +33.5% 24,174 $3.2M
Horizon Kinetics Asset Management LLC 0.04% Reduce -7.3% 24,160 $3.2M
Nvest Financial, LLC 1.65% Add +68.0% 24,156 $3.2M
Townsend Asset Management Corp. /NC/ 1.18% Reduce -0.5% 24,138 $3.2M
Waddell & Associates, LLC 0.33% Add +1.3% 24,124 $3.2M
Latitude Advisors, LLC 1.82% Add +6.7% 24,111 $3.2M
GG Group Ventures, LLC 4.27% Add +1.3% 24,102 $3.2M
Omnia Family Wealth, LLC 1.34% Add +3.5% 24,082 $3.2M
Etesian Wealth Advisors, Inc. 1.43% Reduce -1.5% 24,029 $3.2M
Gilman Hill Asset Management, LLC 0.56% Add +5.6% 24,025 $3.2M
Nova Wealth Management, Inc. 2.79% — 24,024 $3.2M
Griffith & Werner, Inc. 2.13% — 24,010 $3.2M
Independent Wealth Network Inc. 1.31% Add +10.2% 24,009 $3.2M
Avanda Investment Management Pte. Ltd. 1.03% Reduce -44.7% 24,000 $3.2M
Riversedge Advisors, LLC 0.73% Add +1.7% 23,986 $3.2M
Connective Portfolio Management, LLC 4.79% Reduce -12.4% 23,985 $3.2M
Redwood Financial Network Corp 2.40% Add +1.9% 23,979 $3.2M
Objective Capital Management, LLC 2.15% Reduce -17.0% 23,970 $3.2M
True North Advisors, LLC 0.76% Add +7.0% 23,964 $3.2M
BlackDiamond Wealth Management, LLC 1.86% Add +7.8% 23,963 $3.2M
Crawford Investment Counsel Inc. 0.06% Add +5.3% 23,951 $3.2M
Parthenon LLC 0.39% Reduce -4.0% 23,950 $3.2M
Weaver Consulting Group 0.99% Add +0.4% 23,925 $3.2M
Novus Advisors, LLC 3.19% — 23,847 $3.2M
Pacific Sage Partners, LLC 0.73% Add +51.8% 23,780 $3.2M
Aletheian Wealth Advisors LLC 1.89% Add +12.4% 23,762 $3.2M
Signet Financial Management, LLC 0.41% Add +27.0% 23,742 $3.2M
Madison Asset Management, LLC 0.04% No change 23,741 $3.2M
Madison Investment Advisors, LLC 0.04% — 23,741 $3.2M
LifeWealth Investments, LLC 2.11% — 23,694 $3.2M
Charles Schwab Trust Co 0.27% Add +0.8% 23,692 $3.2M
Meridian Financial Partners LLC 1.68% Add +0.4% 23,674 $3.2M
Ascentis Wealth Management, LLC 1.12% Add +2.2% 23,672 $3.2M
BayBridge Capital Group, LLC 2.30% Reduce -3.7% 23,643 $3.2M
Grant/GrossMendelsohn, LLC 1.66% Add +32.2% 23,603 $3.2M
Hidden Cove Wealth Management, LLC 2.57% — 23,595 $3.2M
Greenbush Financial Group, LLC 1.67% — 23,595 $3.2M
Herbst Group, LLC 1.97% Reduce -31.7% 23,582 $3.2M
Blackston Financial Advisory Group, LLC 1.58% Add +5.8% 23,558 $3.2M
South Plains Financial, Inc. 2.42% — 23,550 $3.2M
Westfuller Advisors, LLC 2.01% Reduce -1.3% 23,533 $3.2M
Veltria Advisors Corp. 1.32% Reduce -3.1% 23,519 $3.2M
Pennington Partners & Co., LLC 1.56% — 23,495 $3.2M
Napa Wealth Management 1.36% Add +7.6% 23,490 $3.2M
Banque de Luxembourg S.A. 1.70% — 23,387 $3.2M
Bigelow Investment Advisors, LLC 1.48% Reduce -12.3% 23,477 $3.2M
Hudock, Inc. 0.55% Reduce -0.2% 23,476 $3.2M
Aspiriant, LLC 0.11% Add +6.9% 23,476 $3.2M
Triumph Capital Management 1.08% Reduce -27.5% 23,443 $3.1M
IVC Wealth Advisors LLC 1.76% Reduce -11.2% 23,439 $3.1M
Bennett Selby Investments LP 1.25% Add +19.9% 23,405 $3.1M
Summit Wealth Group, LLC 0.91% Reduce -17.1% 23,404 $3.1M
Spectrum Strategic Capital Management, LLC 1.98% Reduce -20.2% 23,361 $3.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.47% Add +0.3% 23,329 $3.1M
Marks Group Wealth Management, Inc 0.31% Add +0.1% 23,320 $3.1M
A&I Financial Services, LLC 3.05% — 23,300 $3.1M
Safeguard Investment Advisory Group, LLC 0.86% Reduce -0.2% 23,278 $3.1M
Aurora Private Wealth, Inc. 2.34% Reduce -3.5% 23,240 $3.1M
Wealthgarden F.S. LLC 2.91% Reduce -2.4% 23,215 $3.1M
Lodestone Wealth Management LLC 1.56% Add +8.3% 23,213 $3.1M
Steigerwald, Gordon & Koch Inc. 0.35% Reduce -8.9% 23,194 $3.1M
Red Mountain Financial, LLC 3.33% Reduce -8.0% 23,096 $3.1M
Cantor Fitzgerald Investment Advisors L.P. 0.21% Reduce -1.2% 23,078 $3.1M
Investments & Financial Planning, LLC 1.91% No change 23,032 $3.1M
Rialto Wealth Management, LLC 1.02% — 23,028 $3.1M
Coyle Financial Counsel LLC 0.98% Reduce -6.3% 23,018 $3.1M
Cook Wealth, LLC 1.45% Reduce -1.3% 20,982 $3.1M
Magnolia Capital Advisors LLC 0.80% New 22,981 $3.1M
Financial Management Professionals, Inc. 0.39% Add +10.9% 22,950 $3.1M
Richardson Financial Services Inc. 2.17% Add +3.8% 22,420 $3.1M
Novak & Powell Financial Services, Inc. 1.83% Reduce -1.5% 22,914 $3.1M
Keeler Thomas Management LLC 1.10% Reduce -15.5% 22,902 $3.1M
Investment Partners Asset Management, Inc. 2.41% Reduce -5.9% 22,833 $3.1M
Stillwater Wealth Management Group 2.75% — 22,831 $3.1M
Legal Advantage Investments, Inc. 1.62% Reduce -0.7% 22,796 $3.1M
Meridian Wealth Partners, LLC 0.46% Reduce -7.0% 22,794 $3.1M
Foster Group, Inc. 0.12% Reduce -11.4% 22,786 $3.1M
TFC Financial Management, Inc. 0.48% Reduce -8.6% 22,774 $3.1M
Paragon Capital Management Inc. 2.39% Add +7.7% 22,771 $3.1M
Centennial Wealth Advisory LLC 1.20% Add +2.0% 22,751 $3.1M
Evelyn Partners Investment Management (Europe) Ltd 1.11% — 22,664 $3.0M
IAM Advisory, LLC 0.77% Reduce -0.5% 22,615 $3.0M
Quad-Cities Investment Group, LLC 1.49% Reduce -1.7% 22,607 $3.0M
Caitlin John, LLC 2.06% Add +3.8% 22,587 $3.0M
Malaga Cove Capital, LLC 1.19% Reduce -12.5% 22,558 $3.0M
Rise Advisors, LLC 1.46% Reduce -6.6% 22,537 $3.0M
Sheets Smith Investment Management 2.56% — 22,508 $3.0M
Generation Capital Management LLC 2.59% — 22,480 $3.0M
Mascagni Wealth Management, Inc. 3.00% — 27,827 $3.0M
WealthTrust Asset Management, LLC 2.17% Reduce -3.5% 22,453 $3.0M
Rothschild Capital Partners, LLC 0.73% New 22,447 $3.0M
Arkfeld Wealth Strategies, L.L.C. 1.38% Add +1.3% 22,624 $3.0M
Pecaut & Co. 1.04% Reduce -6.2% 22,422 $3.0M
Fortune 45 LLC 1.96% Add +7.3% 22,412 $3.0M
Blue Zone Wealth Advisors, LLC 0.87% Add +2.5% 22,401 $3.0M
Elevated Capital Advisors, LLC 0.82% Add +26.1% 22,391 $3.0M
Beaird Harris Wealth Management, LLC 0.26% Reduce -3.8% 22,379 $3.0M
Q3 Asset Management 1.87% Add +223.3% 22,382 $3.0M
Oliver Lagore Vanvalin Investment Group 0.77% Add +24.1% 22,353 $3.0M
Bright Financial Advisors, Inc. 1.89% Reduce -0.0% 22,345 $3.0M
Strata Wealth Advisors, LLC 0.94% Add +10.9% 22,331 $3.0M
Future Fund LLC 8.56% No change 22,322 $3.0M
Pathway Financial Advisors LLC 0.69% Reduce -4.3% 22,263 $3.0M
First Command Advisory Services, Inc. 0.03% Add +27.6% 22,233 $3.0M
Evelyn Partners Asset Management Ltd 0.80% — 22,198 $3.0M
Core Wealth Partners LLC 1.71% Add +4.0% 22,180 $3.0M
Whitaker-Myers Wealth Managers, LTD. 0.87% Add +6.7% 22,176 $3.0M
Stonehage Fleming Financial Services Holdings Ltd 0.08% No change 22,174 $3.0M
Hartford Funds Management Co LLC 0.27% Add +7.7% 22,160 $3.0M
Talon Private Wealth, LLC 0.62% Add +2.1% 22,150 $3.0M
DecisionMap Wealth Management, LLC 2.36% — 22,144 $3.0M
Richard W. Paul & Associates, LLC 1.08% Add +4.4% 22,139 $3.0M
Massachusetts Wealth Management 1.84% Add +0.2% 22,137 $3.0M
Martin & Co. Inc. 0.74% No change 22,101 $3.0M
Alliance Wealth Advisors, LLC 0.77% Add +71.9% 22,095 $3.0M
Worth Financial Advisory Group, LLC 1.82% Reduce -0.7% 22,060 $3.0M
Burns Matteson Capital Management, LLC 1.66% Add +7.8% 22,013 $3.0M
International Private Wealth Advisors LLC 2.93% Add +202.0% 21,960 $2.9M
HT Partners LLC 1.00% Reduce -0.7% 21,906 $2.9M
Mark Sheptoff Financial Planning, LLC 1.58% Add +22.4% 21,900 $2.9M
W1M Asset Management Ltd 0.25% Reduce -0.1% 21,883 $2.9M
Putney Financial Group LLC 2.61% — 21,832 $2.9M
Hemington Wealth Management 0.74% Add +11.3% 21,797 $2.9M
Focused Wealth Management, Inc 0.39% Reduce -10.4% 21,688 $2.9M
FOCUS Wealth Advisors, LLC 1.54% Add +110.8% 21,670 $2.9M
Pavion Blue Capital, LLC 1.36% No change 21,650 $2.9M
Three Bridge Wealth Advisors, LLC 1.02% No change 21,620 $2.9M
Cherrydale Wealth Management, LLC 1.12% Add +0.8% 21,556 $2.9M
Bedel Financial Consulting, Inc. 0.40% Reduce -3.5% 23,099 $2.9M
High Falls Advisors, Inc 0.67% Add +4.4% 21,464 $2.9M
Camarda Financial Advisors, LLC 1.08% Reduce -23.2% 21,415 $2.9M
Forefront Wealth Partners, LLC 2.14% — 21,401 $2.9M
Brandywine Managers, LLC 3.03% No change 21,390 $2.9M
GFS Advisors, LLC 0.44% New 21,379 $2.9M
Gibbs Wealth Management 0.78% Add +51.0% 21,367 $2.9M
Aldebaran Financial Inc. 3.35% Add +0.5% 20,862 $2.9M
Princeton Global Asset Management LLC 0.54% Add +8.8% 21,357 $2.9M
Lathrop Investment Management Co. 0.55% Reduce -0.7% 21,354 $2.9M
Farmers National Bank 0.84% — 21,320 $2.9M
BCS Wealth Management 0.71% Add +9.7% 21,309 $2.9M
Eclectic Associates Inc. 0.85% Add +2.6% 21,286 $2.9M
Vivid Wealth Management, LLC 1.45% Reduce -4.8% 21,285 $2.9M
Rahlfs Capital, LLC 2.83% — 21,270 $2.9M
Ullmann Wealth Partners Group, LLC 0.37% Add +2.0% 21,264 $2.9M
First Interstate Bank 0.17% Add +0.3% 21,238 $2.9M
FMB Wealth Management 1.61% Reduce -4.3% 21,232 $2.9M
Bantamac Capital, LLC 1.28% Add +6.0% 21,209 $2.8M
Paladin Wealth, LLC 2.46% Add +11.2% 21,207 $2.8M
Aureus Asset Management, LLC 0.18% Add +2.6% 21,167 $2.8M
Rosenberg Matthew Hamilton 0.74% Add +4.7% 21,152 $2.8M
StrongBox Wealth, LLC 1.20% Add +1.4% 21,151 $2.8M
waypoint wealth counsel 1.85% Add +1.5% 21,149 $2.8M
LeClair Wealth Partners LLC 1.89% — 21,120 $2.8M
LongView Wealth Management 0.86% Add +0.2% 21,114 $2.8M
Spark Investment Management LLC 13.72% New 21,100 $2.8M
Brady Family Wealth, LLC 0.87% Add +0.1% 21,088 $2.8M
Monument Capital Management 0.78% Add +14.4% 21,078 $2.8M
Proffitt & Goodson Inc. 0.47% Reduce -1.6% 21,049 $2.8M
New Covenant Trust Company, N.A. 2.80% Reduce -1.4% 20,547 $2.8M
Whipplewood Advisors, LLC 1.61% — 21,026 $2.8M
Cape Ann Savings Bank 1.66% Reduce -2.8% 21,013 $2.8M
Balefire, LLC 0.96% Reduce -18.6% 20,391 $2.8M
Choice Wealth Advisors LLC 1.44% Add +3.7% 20,998 $2.8M
Aviso Financial Inc. 0.14% Add +58.1% 20,980 $2.8M
Advyzon Investment Management, LLC 1.09% — 20,975 $2.8M
Berkshire Asset Management LLC 0.13% Reduce -62.5% 19,712 $2.8M
Schorn Wealth LLC 0.91% Add +56.7% 20,933 $2.8M
Lodestar Private Asset Management LLC 0.35% Add +1.3% 20,923 $2.8M
Centerpoint Advisors, LLC 0.98% Reduce -0.5% 20,905 $2.8M
Glass Jacobson Investment Advisors llc 0.92% Reduce -3.6% 20,835 $2.8M
Lauterbach Financial Advisors, LLC 1.70% Add +0.0% 20,831 $2.8M
Beta Wealth Group, Inc. 1.23% Reduce -3.2% 20,771 $2.8M
Evermay Wealth Management LLC 0.42% Add +0.7% 20,769 $2.8M
Opal Wealth Advisors, LLC 0.84% Add +0.8% 20,762 $2.8M
Western Financial Corp 1.53% Reduce -15.5% 20,741 $2.8M
Hoge Financial Services, LLC 2.04% Add +31.5% 20,735 $2.8M
Private Capital Management LLC 0.56% Reduce -29.7% 20,733 $2.8M
First Financial Corp. 1.29% Reduce -3.0% 20,678 $2.8M
Group One Trading LLC 0.09% Reduce -94.0% 20,667 $2.8M
Keudell/Morrison Wealth Management 0.72% Reduce -0.2% 20,665 $2.8M
Alan B Lancz & Associates, Inc. 2.82% Add +27.1% 20,651 $2.8M
Heritage Wealth Management, Inc. 0.92% Reduce -1.1% 20,643 $2.8M
Armstrong, Fleming & Moore, Inc 1.68% Add +3.5% 20,599 $2.8M
Rothschild Wealth LLC 0.81% Add +5.7% 20,598 $2.8M
Prospera Capital Management, LLC 2.02% — 20,571 $2.8M
Vista Capital Partners, Inc. 0.32% Add +116.7% 20,568 $2.8M
ELCO Management Co., LLC 1.45% Add +4.2% 20,562 $2.8M
Hilltop Partners LLC 0.94% Add +53.6% 20,535 $2.8M
Operose Advisors LLC 0.94% Add +136.8% 20,530 $2.8M
Tamar Securities, LLC 0.38% Reduce -5.1% 20,524 $2.8M
Krane Funds Advisors LLC 0.11% Reduce -16.4% 20,523 $2.8M
Global Strategic Investment Solutions, LLC 0.32% Reduce -5.4% 20,504 $2.8M
Gill Capital Partners, LLC 0.99% Add +2.0% 20,504 $2.8M
Emerald Mutual Fund Advisers Trust 0.17% Reduce -2.3% 20,480 $2.8M
Mayfair Advisory Group, LLC 1.62% Add +14.1% 20,435 $2.7M
Morton Capital Management LLC 0.52% Reduce -10.9% 20,430 $2.7M
Alternative Investment Advisors, LLC. 1.43% Add +4.3% 20,414 $2.7M
Avondale Wealth Management 1.75% Add +0.9% 20,380 $2.7M
Petros Family Wealth, LLC 2.96% — 20,376 $2.7M
Luts & Greenleigh Group, Inc. 2.70% Add +0.4% 20,374 $2.7M
Spring Capital Management, LLC 1.63% New 20,330 $2.7M
Jackson Thornton Wealth Management, LLC 0.34% Add +99.3% 20,305 $2.7M
OPTIMAS CAPITAL Ltd 3.68% Add +19.0% 20,300 $2.7M
W1M Investment Management Ltd 0.04% Reduce -9.8% 20,254 $2.7M
Pinion Investment Advisors, LLC 1.08% Reduce -3.8% 20,229 $2.7M
Northwest Bancshares, Inc. 0.50% Reduce -0.1% 20,196 $2.7M
McIlrath & Eck, LLC 0.35% Reduce -0.9% 20,177 $2.7M
Elmwood Wealth Management, Inc. 1.09% Add +0.8% 20,153 $2.7M
FRG Family Wealth Advisors LLC 0.49% Reduce -4.5% 20,092 $2.7M
Curran Financial Partners, LLC 0.71% Add +77.1% 20,077 $2.7M
WR Wealth Planners, LLC 0.87% Reduce -37.2% 20,068 $2.7M
United Bank 0.32% Reduce -0.4% 20,068 $2.7M
Integral Investment Advisors, Inc. 0.87% Reduce -11.8% 20,036 $2.7M
Bravias Capital Group, LLC 2.18% — 22,395 $2.7M
Kamunting Street Capital Management, L.P. 2.32% No change 20,000 $2.7M
B&D White Capital Company, LLC 0.45% Reduce -78.9% 20,000 $2.7M
De Lisle Partners LLP 0.39% No change 20,000 $2.7M
Gagnon Securities LLC 0.54% Reduce -3.0% 19,952 $2.7M
Liberty Square Wealth Partners LLC 0.98% — 19,292 $2.7M
Global Financial Private Client, LLC 1.00% Add +1.9% 19,947 $2.7M
Genesee Capital Advisors, LLC 1.24% Add +0.3% 19,915 $2.7M
Accuvest Global Advisors 3.74% Add +285.4% 19,912 $2.7M
Clarus Wealth Advisors 1.33% Add +40.3% 20,060 $2.7M
Plan A Wealth LLC 2.44% — 19,859 $2.7M
M.D. Sass, LLC 0.20% Reduce -3.5% 19,831 $2.7M
AlphaCore Capital LLC 0.58% Add +1.0% 19,812 $2.7M
Integrity Financial Corp 1.53% Reduce -0.2% 19,755 $2.7M
Old Mission Investment Co LLC 0.79% Reduce -1.4% 19,740 $2.7M
American Financial Advisors, LLC 0.37% Add +1.7% 19,733 $2.7M
Brio Consultants, LLC 0.41% Add +7.8% 19,732 $2.6M
Clifford Group, LLC 2.02% Add +0.5% 19,687 $2.6M
Howard Bailey Securities, LLC 0.98% Add +195.1% 19,625 $2.6M
Transcendent Capital Group LLC 1.36% Reduce -0.3% 19,606 $2.6M
Blue Capital, Inc. 1.86% — 19,600 $2.6M
Fjell Capital, LLC 2.71% — 19,540 $2.6M
Worth Asset Management, LLC 1.40% Reduce -0.9% 19,530 $2.6M
Addison Advisors LLC 0.73% Add +6.2% 19,515 $2.6M
Pettyjohn, Wood & White, Inc. 0.48% Reduce -0.4% 19,509 $2.6M
Maxi Investments CY Ltd 0.51% Reduce -32.9% 19,503 $2.6M
Berkshire Money Management, Inc. 0.28% Add +38.2% 19,500 $2.6M
Ellenbecker Investment Group 0.47% Reduce -12.2% 19,483 $2.6M
Mayport, LLC 0.77% Add +5.0% 19,475 $2.6M
Guerra Advisors Inc 1.45% — 19,444 $2.6M
Estabrook Capital Management 0.40% Reduce -0.5% 19,440 $2.6M
Barnes Pettey Financial Advisors, LLC 1.99% Reduce -1.5% 19,435 $2.6M
Acorn Wealth Advisors, LLC 1.08% Reduce -1.4% 19,434 $2.6M
Riverview Capital Advisers, LLC 0.79% Add +0.2% 19,407 $2.6M
Levin Capital Strategies, L.P. 0.25% Add +10.0% 19,403 $2.6M
Brown, Lisle/Cummings, Inc. 0.78% Add +7.9% 19,395 $2.6M
Smith Chas P & Associates Pa Cpas 0.15% Reduce -0.1% 19,382 $2.6M
DORCHESTER WEALTH MANAGEMENT Co 0.52% New 19,324 $2.6M
49 Wealth Management, LLC 0.37% Reduce -7.6% 19,320 $2.6M
Three Seasons Wealth, LLC 1.26% Reduce -18.2% 19,271 $2.6M
Wealthstar Advisors, LLC 1.12% — 19,268 $2.6M
Missouri Trust & Investment Co 0.91% Add +1.5% 19,235 $2.6M
Black Diamond Financial, LLC 0.39% Add +7.8% 19,195 $2.6M
Cornerstone National Bank & Trust Co 1.18% Reduce -6.6% 19,182 $2.6M
Tevis Investment Management 1.91% Add +0.4% 19,172 $2.6M
Pacific Center for Financial Services 0.66% Reduce -0.0% 19,168 $2.6M
Roof Eidam Maycock Peralta, LLC 0.66% Reduce -21.0% 19,164 $2.6M
Cornerstone Planning Group LLC 0.63% Add +140.4% 21,705 $2.6M
Darwin Wealth Management, LLC 0.86% Reduce -1.4% 19,135 $2.6M
Altus Wealth Group LLC 1.14% Add +2.6% 19,126 $2.6M
Kennebec Savings Bank 2.58% Reduce -0.5% 19,253 $2.6M
Monterey Private Wealth, Inc. 0.84% Add +0.2% 19,068 $2.6M
Midland Wealth Advisors, LLC 0.15% Reduce -5.0% 19,062 $2.6M
Financial Council, LLC 1.32% Add +0.0% 19,061 $2.6M
Fourpath Capital Management, LLC 0.47% Add +32.7% 19,004 $2.6M
EMC Capital Management 1.43% Add +37900.0% 19,000 $2.6M
Lakeside Advisors, INC. 1.69% No change 19,000 $2.6M
Birchcreek Wealth Management, LLC 1.60% Reduce -10.5% 18,999 $2.6M
Sunflower Bank, N.A. 0.71% Add +0.9% 18,996 $2.6M
Adamsbrown Wealth Consultants LLC 0.87% Add +2.2% 18,993 $2.6M
Landscape Capital Management, L.L.C. 0.27% Add +37.4% 18,978 $2.5M
One Charles Private Wealth Services, LLC 0.85% Add +4.0% 18,892 $2.5M
Eaton-Cambridge Inc. 1.13% Add +0.8% 18,889 $2.5M
Cooper Capital Advisors LLC 2.63% — 18,879 $2.5M
Plotkin Financial Advisors, LLC 1.50% Reduce -3.9% 18,845 $2.5M
ICW Investment Advisors LLC 1.06% Add +16.2% 18,844 $2.5M
First Nebraska Trust Co 0.24% No change 18,830 $2.5M
Meridian Investment Counsel Inc. 0.75% Add +6.8% 18,808 $2.5M
Legacy Financial Group, Inc. 0.81% Reduce -0.7% 18,801 $2.5M
St Germain D J Co. Inc. 0.11% Add +1.4% 18,757 $2.5M
Stonekeep Investments, LLC 1.87% Reduce -3.9% 18,728 $2.5M
Afg Fiduciary Services Limited Partnership 1.78% Add +0.4% 18,356 $2.5M
SRN Advisors, LLC 2.22% Reduce -2.6% 18,618 $2.5M
Sage Advisors, LLC 1.87% Add +16.8% 18,604 $2.5M
Salvus Wealth Management, LLC 1.59% Add +4.5% 18,596 $2.5M
Sandy Cove Advisors, LLC 0.98% Add +11.6% 18,584 $2.5M
Legacy Capital Wealth Management, LLC 2.48% — 18,578 $2.5M
MOKAN Wealth Management Inc. 1.59% — 18,560 $2.5M
Arq Wealth Advisors, LLC 0.95% Reduce -6.3% 18,553 $2.5M
Excalibur Management Corp. 0.99% Reduce -2.1% 18,529 $2.5M
Madison Wealth Partners, Inc 0.70% Add +1.8% 18,525 $2.5M
Quantitative Investment Management, LLC 0.19% New 18,498 $2.5M
Jackson Hole Capital Partners, LLC 0.50% Add +26.3% 18,492 $2.5M
Cambridge Advisors Inc. 0.55% Add +1.2% 18,490 $2.5M
Philip James Wealth Mangement, LLC 0.33% Add +3.5% 18,483 $2.5M
Montz Harcus Wealth Management LLC 1.39% Add +3.3% 18,469 $2.5M
HHM Wealth Advisors, LLC 0.34% Add +6.8% 18,449 $2.5M
IMZ Advisory Inc 1.13% Reduce -0.5% 18,446 $2.5M
Machina Capital S.A.S. 1.04% Add +14.3% 18,413 $2.5M
Coastal Bridge Advisors, LLC 0.62% Reduce -0.3% 18,407 $2.5M
Investor's Fiduciary Advisor Network, LLC 0.94% — 18,354 $2.5M
Capital & Planning, LLC 1.80% — 18,335 $2.5M
Leisure Capital Management 0.96% Reduce -1.9% 18,332 $2.5M
Powell Investment Advisors, LLC 1.14% Add +11.3% 18,272 $2.5M
Crew Capital Management, Ltd 2.03% Reduce -16.8% 18,241 $2.4M
Helium Advisors LLC 1.94% — 18,223 $2.4M
Guided Capital Wealth Management, LLC 2.24% — 18,220 $2.4M
Pilgrim Partners Asia Pte Ltd 2.13% — 18,210 $2.4M
Greykasell Wealth Strategies, Inc. 1.36% — 18,196 $2.4M
Napatree Capital LLC 1.43% Add +16.4% 18,181 $2.4M
Hill Investment Group Partners, LLC 0.33% Add +3.8% 18,152 $2.4M
BetterWealth, LLC 0.67% Add +3.5% 18,148 $2.4M
Wedgewood Investors Inc. 2.87% Add +2.3% 18,135 $2.4M
Affinity Investment Advisors, LLC 2.03% Reduce -0.6% 18,124 $2.4M
Towercrest Capital Management 0.39% Add +16.6% 18,123 $2.4M
Pinney & Scofield, Inc. 1.84% — 18,121 $2.4M
Wisconsin Wealth Advisors, LLC 3.58% — 18,088 $2.4M
Teza Capital Management LLC 0.37% Reduce -41.6% 18,048 $2.4M
Bouchey Financial Group, Ltd. 0.21% Reduce -2.1% 18,047 $2.4M
Shum Financial Group, Inc. 2.09% Reduce -2.3% 18,045 $2.4M
PCG Wealth Advisors, LLC 0.89% Reduce -0.2% 18,038 $2.4M
Fairhaven Wealth Management, LLC 0.76% Reduce -11.3% 18,015 $2.4M
Payden & Rygel 0.21% No change 18,000 $2.4M
BCGM Wealth Management, LLC 0.77% Add +2.0% 17,992 $2.4M
Riverview Trust Co 2.20% Reduce -1.5% 17,967 $2.4M
Payne Capital Management, LLC 1.04% — 17,961 $2.4M
Empire Financial Management Company, LLC 0.75% Reduce -1.6% 17,954 $2.4M
Addison Capital Co 0.96% Add +1.8% 17,950 $2.4M
Cohen & Steers, Inc. 0.00% Add +7.2% 17,930 $2.4M
Shelton Wealth Management, LLC 1.32% Reduce -3.0% 17,895 $2.4M
RD Lewis Holdings, Inc. 2.64% — 18,477 $2.4M
Ascent Capital Management, LLC 2.45% — 17,861 $2.4M
KFA Private Wealth Group, LLC 1.00% Reduce -8.0% 17,840 $2.4M
Defined Financial Planning LLC 2.56% — 17,840 $2.4M
Seldon Capital LP 0.98% No change 17,840 $2.4M
Gibraltar Capital Management, Inc. 1.06% Add +0.3% 17,827 $2.4M
Baron Wealth Management LLC 1.13% Add +5.1% 17,807 $2.4M
Towerpoint Wealth, LLC 1.17% Reduce -0.1% 17,804 $2.4M
Signature Wealth Management Group 0.96% Add +22.9% 17,795 $2.4M
Kapstone Financial Advisors LLC 1.27% Reduce -1.8% 19,317 $2.4M
High Note Wealth, LLC 0.62% Reduce -0.1% 17,782 $2.4M
Enzi Wealth 0.91% Add +3.3% 16,232 $2.4M
Wealth Quarterback LLC 1.12% Reduce -7.6% 17,776 $2.4M
Northern Financial Advisors Inc 1.91% Reduce -3.5% 17,756 $2.4M
Kades & Cheifetz LLC 1.22% Reduce -1.9% 17,729 $2.4M
Buckley Wealth Management, LLC 0.73% Add +0.6% 17,700 $2.4M
Clearwater Capital Advisors, LLC 0.23% Add +3.6% 17,698 $2.4M
Cynosure Group, LLC 0.35% Reduce -40.0% 17,636 $2.4M
Wealthquest Corp 0.19% Reduce -2.3% 17,625 $2.4M
My Personal CFO, LLC 1.21% Reduce -5.1% 17,607 $2.4M
Riverbend Wealth Management, LLC 2.11% — 17,605 $2.4M
Chemung Canal Trust Co. 0.49% New 17,593 $2.4M
Amplius Wealth Advisors, LLC 0.24% Add +1.3% 17,585 $2.4M
Ifrah Financial Services, Inc. 0.65% Reduce -2.1% 17,564 $2.4M
Proathlete Wealth Management LLC 0.89% Add +8.1% 17,541 $2.4M
Iams Wealth Management, LLC 1.08% Add +3.5% 17,514 $2.4M
Aberdeen Wealth Management LLC 1.61% Add +0.3% 17,510 $2.4M
Cornerstone Capital, Inc. 0.25% Reduce -2.1% 17,482 $2.3M
Abound Wealth Management 0.75% Add +13.2% 17,460 $2.3M
Pension & Wealth Management Advisors, Inc. 0.94% Add +0.9% 17,451 $2.3M
Sfm, LLC 1.65% Add +3.5% 17,442 $2.3M
Kentucky Trust Co 1.38% — 17,435 $2.3M
White Pine Capital LLC 0.79% Reduce -1.1% 17,418 $2.3M
Sphera Management Technology Funds Ltd 1.85% — 17,400 $2.3M
Capital Advisors, Ltd. LLC 0.29% Add +0.8% 17,365 $2.3M
TAGStone Capital, Inc. 1.15% Add +14.8% 17,359 $2.3M
PBMares Wealth Management LLC 0.48% Add +7.8% 17,349 $2.3M
McNaughton Wealth Management, LLC 1.12% Reduce -0.6% 17,329 $2.3M
HighMark Wealth Management LLC 1.33% Add +0.3% 17,288 $2.3M
CLG LLC 0.83% — 17,288 $2.3M
4WEALTH Advisors, Inc. 2.37% — 17,266 $2.3M
Woodmont Investment Counsel LLC 0.17% Reduce -2.4% 17,243 $2.3M
Indie Asset Partners, LLC 1.82% Reduce -0.5% 17,238 $2.3M
Trueblood Wealth Management, LLC 1.14% Reduce -0.8% 17,227 $2.3M
Cardinal Point Capital Management ULC 0.37% Add +154.0% 17,220 $2.3M
RoundAngle Advisors LLC 2.20% — 17,185 $2.3M
One Wealth Advisors, LLC 0.34% Reduce -0.3% 17,183 $2.3M
Financial Insights, Inc. 0.89% Reduce -61.4% 17,176 $2.3M
Acorn Creek Capital LLC 1.18% Reduce -2.3% 17,160 $2.3M
Rice Hall James & Associates, LLC 0.13% Reduce -0.7% 17,071 $2.3M
Fieldview Capital Management, LLC 0.35% — 17,007 $2.3M
EHP Funds Inc. 2.36% Add +68.3% 17,000 $2.3M
Kohmann Bosshard Financial Services, LLC 0.27% Reduce -3.0% 16,976 $2.3M
Phillips Financial Management, LLC 0.18% Add +14.6% 16,971 $2.3M
V2 Financial group LLC 1.38% Reduce -45.3% 16,964 $2.3M
Evolution Wealth Advisors, LLC 0.38% Add +6.2% 16,878 $2.3M
Covestor Ltd 1.43% Reduce -2.8% 16,942 $2.3M
Rooted Wealth Advisors, Inc. 0.89% Reduce -3.3% 16,221 $2.3M
Hickory Point Bank & Trust 2.02% — 16,920 $2.3M
Capital Advantage, Inc. 0.41% Reduce -0.8% 16,871 $2.3M
Creative Capital Management Investments LLC 0.95% Reduce -0.8% 16,843 $2.3M
Paladin Advisory Group, LLC 1.73% Reduce -6.5% 16,837 $2.3M
Fusion Capital, LLC 0.91% Add +1.3% 16,832 $2.3M
Optimize Financial Inc. 1.69% — 16,829 $2.3M
Regal Partners Ltd 0.23% Reduce -5.6% 16,770 $2.3M
MBM Wealth Consultants, LLC 0.67% Reduce -0.2% 16,272 $2.3M
Retirement Guys Formula LLC 1.13% Add +1.9% 16,738 $2.2M
Perissos Private Wealth Management, LLC 1.68% Reduce -7.9% 16,720 $2.2M
Advisory Resource Group 0.48% Reduce -5.3% 16,694 $2.2M
Southland Equity Partners LLC 0.52% Add +3.8% 16,635 $2.2M
BridgePort Financial Solutions, LLC 1.01% — 18,588 $2.2M
BankPlus Wealth Management LLC 1.66% — 16,616 $2.2M
Frederick Financial Consultants, LLC 1.78% — 16,587 $2.2M
Peoples Bank 1.31% Reduce -30.4% 16,564 $2.2M
Intelligence Driven Advisers, LLC 0.42% Add +9.2% 16,561 $2.2M
Gagnon Advisors, LLC 1.42% No change 16,555 $2.2M
Security National Bank of So Dak 1.24% Add +47.4% 16,552 $2.2M
New Insight Wealth Advisors 1.11% Reduce -1.7% 16,481 $2.2M
HF Advisory Group, LLC 1.01% Reduce -2.2% 16,430 $2.2M
Connective Capital Management, LLC 2.57% No change 16,412 $2.2M
David Wealth Management LLC 1.82% — 16,396 $2.2M
Everest Private Wealth 1.94% — 16,369 $2.2M
Triangle Securities Wealth Management 0.56% Reduce -8.8% 16,343 $2.2M
D. Scott Neal, Inc. 1.20% Reduce -1.6% 16,329 $2.2M
Burton Enright Welch 0.46% Reduce -3.7% 16,299 $2.2M
Atticus Wealth Management, LLC 0.68% Add +0.1% 16,262 $2.2M
Corvex Management LP 0.08% No change 16,250 $2.2M
Anfield Capital Management, LLC 0.79% Reduce -0.7% 16,200 $2.2M
Bourne Lent Asset Management Inc. 0.83% No change 16,190 $2.2M
NDVR, Inc. 2.08% Reduce -2.3% 16,184 $2.2M
Scratch Capital LLC 2.65% — 16,152 $2.2M
Vance Wealth, LLC 0.83% Reduce -6.3% 16,072 $2.2M
Talisman Wealth Advisors LLC 2.29% Reduce -0.4% 16,065 $2.2M
Pitti Group Wealth Management, LLC 2.18% Add +631.9% 16,050 $2.2M
Creekside Partners 1.12% Add +0.5% 16,046 $2.2M
Sutton Place Investors LLC 1.25% Add +9.8% 16,028 $2.2M
Capital Wealth Planning, LLC 0.02% Reduce -36.4% 16,019 $2.2M
SFG Wealth Management, LLC. 1.13% Add +531.2% 16,001 $2.1M
Challenger Wealth Management 1.84% — 15,952 $2.1M
JFG Wealth Management, LLC 0.49% Add +44.5% 15,950 $2.1M
JFS Wealth Advisors, LLC 0.15% Add +4.6% 15,947 $2.1M
Warwick Investment Management, Inc. 0.44% Add +5.8% 15,877 $2.1M
W Advisors, LLC 1.32% Reduce -8.6% 15,875 $2.1M
Middleton & Co. Inc. 0.23% Add +4.3% 15,810 $2.1M
Breakthru Advisory Services, LLC 1.92% — 15,799 $2.1M
Optivise Advisory Services LLC 1.14% Add +20.9% 15,805 $2.1M
Austin Wealth Management, LLC 0.44% Add +13.1% 15,403 $2.1M
Bingham Private Wealth, LLC 2.25% — 15,767 $2.1M
Schwarz Dygos Wheeler Investment Advisors LLC 0.52% Reduce -0.9% 15,750 $2.1M
GW Henssler & Associates Ltd. 0.12% No change 17,415 $2.1M
First Pacific Financial 0.49% Reduce -14.8% 15,716 $2.1M
Atlanta Consulting Group Advisors, LLC 0.78% Reduce -62.3% 15,705 $2.1M
Motley Fool Wealth Management, LLC 0.11% Reduce -4.4% 15,894 $2.1M
Moisand Fitzgerald Tamayo, LLC 0.30% Reduce -5.0% 15,665 $2.1M
Dodds Wealth, LLC 0.68% No change 14,282 $2.1M
Bank Hapoalim BM 0.35% Add +0.6% 15,626 $2.1M
Vantage Point Financial LLC 1.13% — 15,620 $2.1M
Apeiron RIA LLC 0.59% Add +10.3% 15,605 $2.1M
Panoramic Capital Partners, LLC 1.84% — 15,604 $2.1M
Variant Private Wealth, LLC 2.00% — 15,594 $2.1M
Fairfield, Bush & Co. 1.23% Reduce -3.4% 15,585 $2.1M
Cresta Advisors, Ltd. 1.09% No change 17,233 $2.1M
Union Savings Bank 1.03% Reduce -1.3% 15,574 $2.1M
Richmond Investment Services, LLC 1.17% — 15,549 $2.1M
MSH Capital Advisors LLC 0.66% Reduce -11.8% 15,544 $2.1M
Tudor Financial Inc. 1.22% Add +31.0% 15,532 $2.1M
Accelerate Investment Advisors LLC 1.84% Add +6.8% 15,519 $2.1M
Weinberger Asset Management, Inc 0.87% Reduce -8.0% 15,488 $2.1M
Norris Financial Group, LLC 0.98% Reduce -8.0% 15,484 $2.1M
Anb Bank 0.91% — 15,473 $2.1M
Total Wealth Planning & Management, Inc. 2.04% — 15,453 $2.1M
Genesis Private Wealth, LLC 1.14% — 15,437 $2.1M
Sterling Financial Group, Inc. 0.77% Add +1.3% 15,424 $2.1M
C M Bidwell & Associates Ltd. 1.26% Reduce -0.7% 15,420 $2.1M
Inspire Advisors, LLC 0.25% Add +11.1% 15,411 $2.1M
Gibson Capital, LLC 0.42% Add +16.4% 15,410 $2.1M
Lifestyle Asset Management, Inc. 1.13% Reduce -5.7% 15,408 $2.1M
Capital Wealth Management, LLC 0.89% Reduce -1.4% 15,400 $2.1M
RFG Holdings, Inc. 0.68% Add +2.7% 15,352 $2.1M
Thrive Capital Management, LLC 0.94% Reduce -5.4% 15,334 $2.1M
Sierra Ocean, LLC 1.68% — 15,333 $2.1M
Private Client Services, LLC 1.11% Add +3.4% 15,320 $2.1M
Truepoint, Inc. 0.06% Reduce -7.0% 15,317 $2.1M
One Wealth Capital Management, LLC 1.04% — 15,308 $2.1M
TBH Global Asset Management, LLC 0.49% Add +13.9% 15,302 $2.1M
Brown Wealth Management, LLC 0.73% Add +6.2% 15,293 $2.1M
Blue Chip Partners, LLC 0.18% Reduce -8.7% 15,292 $2.1M
Safeguard Financial, LLC 0.45% Reduce -8.2% 15,275 $2.1M
MN Wealth Advisors, LLC 1.15% Reduce -1.8% 15,263 $2.0M
Armstrong Henry H Associates Inc. 0.20% No change 15,250 $2.0M
Poehling Capital Management, INC. 0.50% Reduce -4.6% 15,237 $2.0M
Christensen, King & Associates Investment Services, Inc. 0.96% Add +0.0% 14,581 $2.0M
McCollum Christoferson Group LLC 0.60% Add +2.1% 15,218 $2.0M
Womack Financial LLC 1.81% — 15,212 $2.0M
Prentice Wealth Management LLC 0.59% Reduce -1.4% 15,209 $2.0M
Profit Investment Management, LLC 1.64% Reduce -3.1% 15,208 $2.0M
Oak Hill Wealth Advisors, LLC 0.49% — 15,206 $2.0M
Benedict Financial Advisors Inc. 0.50% Reduce -1.4% 15,197 $2.0M
Hendley & Co. Inc. 0.71% Reduce -2.4% 15,125 $2.0M
Letson Investment Management, Inc. 0.82% Add +2.0% 15,121 $2.0M
Synergy Investment Management, LLC 0.87% — 15,084 $2.0M
Rogco, LP 0.82% Add +8.6% 15,070 $2.0M
Presidio Capital Management, LLC 1.08% Reduce -5.9% 15,057 $2.0M
Wendell David Associates Inc. 0.20% Add +0.2% 15,047 $2.0M
Rf&l Wealth Management, LLC 1.43% No change 15,045 $2.0M
BostonPremier Wealth LLC 1.22% — 15,029 $2.0M
Yelin Lapidot Holdings Management Ltd. 0.35% Reduce -0.1% 15,002 $2.0M
Udine Wealth Management, Inc. 1.29% Add +26.8% 14,971 $2.0M
Forefront Analytics, LLC 0.93% Reduce -3.8% 14,959 $2.0M
Wall Street Financial Group, Inc. 1.96% Reduce -29.1% 14,949 $2.0M
IRON Financial LLC 1.13% Reduce -4.6% 14,926 $2.0M
Unified Investment Management 2.28% — 14,925 $2.0M
Collective Family Office LLC 0.55% Reduce -0.1% 14,925 $2.0M
Riverstone Advisors, LLC 1.14% Add +43.3% 14,918 $2.0M
Norris Perne & French LLP 0.15% Reduce -0.0% 14,915 $2.0M
First PREMIER Bank 0.51% Reduce -19.4% 14,905 $2.0M
Headland Capital, LLC 0.69% — 14,907 $2.0M
Hanseatic Management Services Inc. 2.54% Add +1.3% 14,874 $2.0M
MPWM Advisory Solutions, LLC 1.45% — 14,812 $2.0M
Park Edge Advisors, LLC 0.58% Add +10.9% 14,753 $2.0M
Absoluto Partners Gestao de Recursos Ltda 2.27% Reduce -5.8% 14,751 $2.0M
Oak Thistle LLC 0.59% Add +267.5% 14,732 $2.0M
Koa Wealth Management, LLC 1.62% Add +0.1% 14,717 $2.0M
Permanent Capital Management, LP 0.61% — 14,656 $2.0M
Morling Financial Advisors, LLC 0.69% Add +0.3% 14,640 $2.0M
Dimension Capital Management LLC 0.32% Reduce -8.8% 14,622 $2.0M
Palisade Asset Management, LLC 0.20% Reduce -4.8% 14,621 $2.0M
Guardian Partners Inc. 0.20% — 13,981 $2.0M
Rovin Capital /Ut/ 0.70% Add +32.4% 14,500 $1.9M
Security Financial Services, INC. 0.40% Add +36.6% 14,483 $1.9M
Retirement Planning Group, LLC 0.10% Add +17.4% 14,414 $1.9M
Defender Capital, LLC. 0.71% Reduce -0.1% 14,403 $1.9M
James J. Burns & Company, LLC 0.34% Add +10.7% 14,388 $1.9M
Emerald Advisors, LLC 0.27% Add +17.4% 14,348 $1.9M
DCM Advisors, LLC 0.90% Add +34.6% 14,463 $1.9M
Allie Family Office LLC 1.07% Add +12.1% 14,571 $1.9M
Basepoint Wealth LLC 1.53% No change 14,333 $1.9M
Alpha DNA Investment Management LLC 1.05% Reduce -20.9% 14,306 $1.9M
Curbstone Financial Management Corp 0.41% Add +51.1% 14,306 $1.9M
Brave Asset Management Inc. 0.61% Reduce -2.0% 14,270 $1.9M
Summit Wealth Partners, LLC 0.39% Reduce -24.4% 14,262 $1.9M
Cross Staff Investments Inc 1.33% No change 14,260 $1.9M
Minot DeBlois Advisors LLC 1.75% — 14,242 $1.9M
Financial Harvest, LLC 1.61% — 11,038 $1.9M
Bienville Capital Management, LLC 0.47% No change 14,232 $1.9M
Canandaigua National Trust Co of Florida 1.49% Add +17.8% 14,200 $1.9M
Miller Financial Services LLC 1.61% — 14,156 $1.9M
Wharton Business Group, LLC 0.09% Reduce -7.3% 14,151 $1.9M
RFG - Bristol Wealth Advisors, LLC 0.62% — 14,116 $1.9M
Smith Shellnut Wilson LLC 0.84% Add +9.9% 14,097 $1.9M
Stark Wealth Management LLC 1.39% — 14,092 $1.9M
Dogwood Wealth Management LLC 1.00% Add +11.9% 14,082 $1.9M
First Financial Group Corp 2.09% — 14,078 $1.9M
Three Magnolias Financial Advisors, LLC 1.99% — 14,066 $1.9M
Baron Silver Stevens Financial Advisors, LLC 0.32% Reduce -1.4% 14,044 $1.9M
DBK Financial Counsel, LLC 1.90% Add +0.0% 14,030 $1.9M
United Community Bank 0.73% Reduce -4.9% 14,028 $1.9M
Bangor Savings Bank 0.18% Add +60.5% 14,006 $1.9M
PARK CIRCLE Co 1.71% No change 14,000 $1.9M
Atlatl Advisers LLC 1.10% — 13,996 $1.9M
Sunesis Advisors, LLC 1.14% No change 13,972 $1.9M
Elite Life Management LLC 5.56% Add +1.6% 13,971 $1.9M
Mosley Wealth Management 1.16% Add +6.9% 15,164 $1.9M
New Jersey Better Educational Savings Trust 3.59% No change 13,923 $1.9M
Cadent Capital Advisors, LLC 0.65% Add +6.5% 13,915 $1.9M
Groesbeck Investment Management Corp. 2.43% Add +5.3% 13,890 $1.9M
Investment Advisory Group, LLC 0.62% Reduce -1.7% 13,881 $1.9M
MPS Loria Financial Planners, LLC 0.55% Add +8.6% 13,871 $1.9M
Roberts Wealth Advisors, LLC 0.56% Add +7.8% 13,646 $1.9M
Solidarity Wealth, LLC 0.48% Add +1.2% 13,844 $1.9M
Atlas Private Wealth Advisors 0.26% Reduce -0.9% 13,793 $1.9M
Smallwood Wealth Investment Management, LLC 1.28% Reduce -0.5% 13,792 $1.9M
Lloyd Advisory Services, LLC. 0.88% Add +2.4% 13,777 $1.9M
Pathway Financial Advisers, LLC 0.62% Reduce -0.4% 13,778 $1.9M
Symmetry Partners, LLC 0.26% Add +106.9% 13,759 $1.8M
First National Corp. /Ma/ 0.42% Add +6.9% 13,746 $1.8M
Bryant Woods Investment Advisors, LLC 0.89% Reduce -4.0% 13,744 $1.8M
Avalon Capital Management 0.59% Add +7.6% 13,718 $1.8M
Market Street Wealth Management Advisors LLC 0.31% Add +33.0% 13,709 $1.8M
Register Financial Advisors LLC 0.92% Reduce -0.8% 13,692 $1.8M
Rezny Wealth Management, Inc. 0.45% Reduce -0.1% 13,685 $1.8M
Northstar Asset Management Inc. 0.48% Add +8.7% 13,663 $1.8M
Investmark Advisory Group LLC 0.90% Reduce -14.2% 13,657 $1.8M
Phocas Financial Corp. 0.24% No change 13,650 $1.8M
Silver Lake Advisory, LLC 0.81% Add +0.0% 13,639 $1.8M
Cohen Investment Advisors LLC 1.10% Add +369.0% 13,634 $1.8M
Seros Financial, LLC 1.65% — 14,820 $1.8M
Sharp Wealth Advisory, LLC 1.39% Reduce -4.8% 13,625 $1.8M
Milestone Asset Management Group, LLC 1.63% — 13,599 $1.8M
Affiance Financial, LLC 0.44% Add +6.6% 13,554 $1.8M
Total Investment Management Inc. 0.26% Reduce -0.1% 13,552 $1.8M
Vantage Financial Partners, LLC 0.45% Add +53.6% 13,524 $1.8M
Oxbow Advisors, LLC 0.22% Reduce -5.0% 13,471 $1.8M
Scott Capital Advisors, LLC 0.52% Add +4.6% 13,565 $1.8M
Emergent Wealth Advisors, LLC 1.31% Reduce -4.5% 13,438 $1.8M
Melfa Wealth Management, Inc. 1.21% Reduce -0.1% 13,426 $1.8M
Cambria Investment Management, L.P. 0.11% New 13,406 $1.8M
Verity Asset Management, Inc. 1.01% Reduce -20.4% 15,822 $1.8M
Madrona Financial Services, LLC 0.49% Add +30.1% 13,386 $1.8M
Private Management Group Inc. 0.06% Add +43.4% 13,384 $1.8M
Dumont & Blake Investment Advisors LLC 0.48% Add +1.3% 13,363 $1.8M
Signify Wealth 2.02% Reduce -3.8% 13,341 $1.8M
Verum Partners LLC 0.52% Add +4.1% 13,296 $1.8M
Strive Asset Management, LLC 1.33% — 13,217 $1.8M
Vermillion Wealth Management, Inc. 0.91% — 13,214 $1.8M
Retirement Capital Strategies 0.67% Add +5.5% 13,193 $1.8M
PICTET BANK & TRUST Ltd 1.77% Add +3.1% 13,190 $1.8M
Puff Wealth Management, LLC 3.09% — 13,186 $1.8M
Windsor Advisory Group, LLC 2.06% Reduce -7.4% 13,170 $1.8M
5T Wealth, LLC 0.97% — 13,166 $1.8M
Echo45 Advisors LLC 1.16% Add +11.2% 12,199 $1.8M
Sovereign Investment Advisors, LLC 0.52% New 13,109 $1.8M
Biltmore Wealth Management, LLC 0.73% Reduce -1.0% 13,107 $1.8M
Byrne Financial Freedom, LLC 0.78% — 13,094 $1.8M
Detalus Advisors, LLC 0.58% Add +13.6% 13,083 $1.8M
Kwmg, LLC 0.18% Add +0.6% 13,067 $1.8M
Uptick Partners, LLC 0.64% Add +5.9% 13,062 $1.8M
Beacon Financial Planning, Inc. 1.02% Add +20.1% 13,028 $1.7M
Cahill Financial Advisors Inc. 0.24% Reduce -32.4% 13,018 $1.7M
FSA Advisors, Inc. 2.14% Add +137.5% 13,101 $1.7M
Endeavor Private Wealth, Inc. 1.66% — 13,000 $1.7M
Broadway Wealth Solutions, Inc. 1.32% — 12,998 $1.7M
City National Bank of Florida 1.59% — 12,955 $1.7M
Fearless Solutions, LLC dba Best Invest 1.33% — 12,951 $1.7M
Castle Wealth Management LLC 0.68% Add +0.5% 12,942 $1.7M
JDH Wealth Management, LLC 1.52% — 12,926 $1.7M
Value Aligned Research Advisors, LLC 0.48% Reduce -70.0% 12,921 $1.7M
BXM Wealth LLC 2.43% — 12,917 $1.7M
Lantern Wealth Advisors, LLC 1.13% Add +0.8% 12,915 $1.7M
WESPAC Advisors, LLC 1.27% Reduce -5.3% 12,896 $1.7M
TABR Capital Management, LLC 1.52% — 12,891 $1.7M
NBZ Investment Advisors LLC 0.97% — 12,873 $1.7M
Impact Investors, Inc 1.34% — 12,859 $1.7M
Capital Investment Counsel, LLC 0.29% Add +38.2% 12,859 $1.7M
Kendall Capital Management 0.50% Add +351.7% 12,850 $1.7M
Nautilus Advisors LLC 1.37% — 12,850 $1.7M
Dynamic Technology Lab Private Ltd 0.28% Reduce -51.6% 12,849 $1.7M
Granite Bay Wealth Management, LLC 0.64% Add +15.3% 12,810 $1.7M
Argyle Capital Partners, LLC 1.47% — 12,801 $1.7M
Hamilton Capital, LLC 0.13% Reduce -3.0% 12,777 $1.7M
Blalock Williams, LLC 2.00% — 12,775 $1.7M
Virtus Investment Advisers, LLC 1.38% Reduce -4.3% 12,774 $1.7M
17 Capital Partners, LLC 1.09% Add +3.1% 12,772 $1.7M
Maia Wealth LLC 0.37% Add +15.7% 14,471 $1.7M
Goepper Burkhardt LLC 0.70% Reduce -0.3% 12,764 $1.7M
Disciplined Equity Management, Inc. 1.11% Add +0.4% 12,730 $1.7M
White Wing Wealth Management 1.27% Reduce -4.5% 12,723 $1.7M
Strategic Financial Services, Inc. 0.10% Add +7.0% 12,720 $1.7M
Saiph Capital, LLC 0.77% Add +14.6% 12,699 $1.7M
Kelleher Financial Advisors 0.64% Add +11.9% 12,698 $1.7M
Rational Advisors, Inc. 0.17% Add +38.0% 12,690 $1.7M
AllSquare Wealth Management LLC 0.98% Add +12.1% 12,668 $1.7M
Exchange Bank 1.37% Reduce -0.2% 12,663 $1.7M
Bright Futures Wealth Management, LLC. 1.53% Reduce -54.1% 13,736 $1.7M
Secured Retirement Advisors, LLC 0.97% Reduce -1.2% 12,641 $1.7M
Signature Wealth Management Partners, LLC 1.17% Add +4.2% 12,639 $1.7M
Integrated Investment Consultants, LLC 0.35% Add +5.5% 12,633 $1.7M
Fca Corp. 0.53% Reduce -0.6% 12,623 $1.7M
Cheviot Value Management, LLC 0.32% Reduce -0.4% 12,595 $1.7M
Smart Money Group LLC 0.58% Reduce -14.9% 12,574 $1.7M
Gray Wealth Management Inc. 0.64% Add +10.2% 12,555 $1.7M
MBE Wealth Management, LLC 0.95% Reduce -1.4% 12,538 $1.7M
SK Wealth Management, LLC 0.86% No change 12,535 $1.7M
Hutchens & Kramer Investment Management Group, LLC 0.91% Reduce -12.7% 12,530 $1.7M
Chilton Investment Co. Inc. 0.04% Reduce -40.2% 12,514 $1.7M
Linscomb Wealth, Inc. 0.08% Add +19.0% 12,503 $1.7M
XY Planning Network, Inc. 1.26% — 12,503 $1.7M
Next Capital Management LLC 0.69% Reduce -12.9% 12,495 $1.7M
Members Trust Co 0.06% Add +4.8% 12,495 $1.7M
JNBA Financial Advisors 0.17% Add +5.0% 12,492 $1.7M
Mizuho Markets Cayman LP 4.14% New 12,451 $1.7M
Purkiss Capital Advisors LLC 1.44% — 12,450 $1.7M
Disciplined Investments, LLC 0.82% Add +2.2% 12,442 $1.7M
Planned Solutions, Inc. 0.68% Add +4.8% 12,440 $1.7M
Sone Capital Management, LLC 0.21% — 12,433 $1.7M
Aspire Capital Advisors LLC 0.48% Add +1.6% 12,419 $1.7M
Gibson Wealth Advisors LLC 1.38% Reduce -3.4% 12,417 $1.7M
Sachetta, LLC 0.66% Add +9.5% 12,399 $1.7M
Horizon Family Wealth, Inc. 1.11% Reduce -1.4% 12,390 $1.7M
Bell Investment Advisors, Inc 0.31% Reduce -2.2% 12,362 $1.7M
CogentBlue Wealth Advisors, LLC 1.46% — 12,359 $1.7M
Nova R Wealth, Inc. 0.84% Reduce -0.7% 12,357 $1.7M
Coordinated Financial Services, Inc. 1.31% — 12,333 $1.7M
Encompass Wealth Advisors, LLC 0.67% Reduce -36.3% 12,303 $1.7M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.41% Add +10.5% 12,280 $1.6M
American Capital Advisory, LLC 0.91% Add +0.3% 12,278 $1.6M
Lionshead Wealth Management, LLC 1.19% — 12,274 $1.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.19% Reduce -13.7% 12,258 $1.6M
WPG Advisers, LLC 1.53% — 12,247 $1.6M
Golden Road Advisors LLC 1.24% Reduce -2.8% 12,246 $1.6M
Deroy & Devereaux Private Investment Counsel Inc. 0.09% Add +18.5% 12,203 $1.6M
Parkside Advisors LLC 0.39% No change 12,180 $1.6M
Elser Financial Planning, Inc 0.10% New 12,171 $1.6M
Summit Financial Strategies, Inc. 0.18% Reduce -2.2% 12,150 $1.6M
Martin Investment Management, LLC 0.45% Add +0.2% 12,149 $1.6M
Absolute Capital Management, LLC 0.90% Add +122.8% 12,032 $1.6M
Chemistry Wealth Management LLC 0.38% Add +3.1% 12,133 $1.6M
Green Alpha Advisors, LLC 1.30% Reduce -14.9% 12,114 $1.6M
MRP Capital Investments, LLC 1.48% Reduce -3.6% 12,065 $1.6M
Bay Capital Advisors, LLC 1.30% — 12,060 $1.6M
Wellment Financial 2.03% — 12,055 $1.6M
Members Wealth LLC 1.21% — 12,322 $1.6M
Planning Directions Inc. 0.94% Add +16.7% 12,027 $1.6M
BIP Alliance, LLC 0.68% — 12,026 $1.6M
Stonebridge Financial Group, LLC 0.18% — 12,023 $1.6M
WPWealth LLP 0.33% Add +9.4% 12,013 $1.6M
West Paces Advisors Inc. 0.39% Reduce -1.0% 12,007 $1.6M
Calton & Associates, Inc. 0.71% Reduce -42.3% 11,923 $1.6M
Noesis Capital Mangement Corp. 0.31% Add +1.7% 11,908 $1.6M
CMG Global Holdings, LLC 0.88% Add +1.3% 10,869 $1.6M
Independent Investors Inc. 0.32% No change 11,900 $1.6M
Main Street Group, LTD 0.67% Reduce -1.5% 11,881 $1.6M
Cape Investment Advisory, Inc. 0.62% Add +2.4% 11,868 $1.6M
LifePlan Investment Advisors, Inc. 0.98% Add +30.2% 11,851 $1.6M
Elevation Wealth Partners, LLC 0.67% Reduce -4.6% 11,839 $1.6M
Sageworth Trust Co 0.10% Add +59.4% 11,801 $1.6M
Mendel Capital Management LLC 0.96% Add +3.9% 11,775 $1.6M
Lane & Associates LLC 0.82% Add +2.1% 13,155 $1.6M
Flaharty Asset Management, LLC 0.23% Reduce -8.6% 11,747 $1.6M
Tobias Financial Advisors, Inc. 0.32% Reduce -0.2% 11,731 $1.6M
Flavin Financial Services, Inc. 1.50% — 11,720 $1.6M
Atwood & Palmer Inc. 0.11% Reduce -0.8% 11,708 $1.6M
Chiron Capital Management, LLC 1.48% New 11,696 $1.6M
Global Trust Asset Management, LLC 0.59% Add +3.6% 11,680 $1.6M
Solstein Capital, LLC 0.88% No change 11,640 $1.6M
LBMC Investment Advisors, LLC 0.12% Add +4.5% 11,621 $1.6M
Thoma Capital Management LLC 1.07% — 11,605 $1.6M
Select Asset Management & Trust 0.60% Add +153.2% 11,570 $1.6M
Rossby Financial, LCC 0.98% — 11,552 $1.6M
Sandler Capital Management 0.25% Reduce -50.9% 11,543 $1.6M
Lutz Financial Services LLC 0.13% Add +7.9% 11,542 $1.5M
Anchor Pointe Wealth Management, LLC 2.02% — 11,271 $1.5M
Atlas Wealth LLC 0.81% Add +76.3% 11,526 $1.5M
Fortitude Family Office, LLC 0.55% Reduce -0.1% 11,521 $1.5M
Hobart Private Capital, LLC 0.38% Add +33.1% 11,511 $1.5M
Pinnacle Investment Management Ltd 1.13% — 11,500 $1.5M
Matthew Goff Investment Advisor, LLC 0.29% Add +0.7% 11,496 $1.5M
Clark Asset Management, LLC 0.29% Reduce -13.2% 11,484 $1.5M
Taylor Hoffman Capital Management LLC 0.56% No change 11,470 $1.5M
Thompson Davis & Co., Inc. 0.99% Add +46.1% 11,455 $1.5M
Bluespring Wealth Management, LLC 0.16% Reduce -15.5% 11,430 $1.5M
St. Clair Advisors, LLC 0.44% Reduce -1.2% 11,427 $1.5M
Nebula Research & Development LLC 0.18% Reduce -63.4% 11,394 $1.5M
Tufton Capital Management 0.29% Add +6.8% 11,380 $1.5M
Tiller Private Wealth, Inc. 0.65% Add +5.9% 11,362 $1.5M
Lockerman Financial Group, Inc. 2.59% Add +0.0% 11,347 $1.5M
HRC Wealth Management, LLC 0.90% Add +30.6% 11,334 $1.5M
WINTON GROUP Ltd 0.10% Reduce -91.2% 11,319 $1.5M
Bolthouse Investments, LLC 1.40% — 11,310 $1.5M
Drake & Associates, LLC 0.43% Add +76.5% 11,677 $1.5M
Rodgers & Associates, LTD 0.18% Reduce -2.4% 11,273 $1.5M
M1 Capital Management LLC 0.82% — 11,272 $1.5M
Earnest Partners LLC 0.01% Reduce -2.4% 11,253 $1.5M
Fairfield Financial Advisors, LTD 0.53% Add +23.5% 11,253 $1.5M
Prospect Financial Group LLC 1.86% — 11,244 $1.5M
BlueStem Wealth Partners, LLC 0.20% — 11,237 $1.5M
Westchester Capital Management, Inc. 0.38% Add +247.3% 11,235 $1.5M
Unconventional Investor, LLC 0.91% No change 11,224 $1.5M
Capital Square, LLC 0.85% Add +40.2% 10,550 $1.5M
Gen-Wealth Partners Inc 0.64% Add +230.2% 11,160 $1.5M
Pinnbrook Capital Management LP 0.53% New 11,160 $1.5M
Decker Retirement Planning Inc. 0.87% — 11,157 $1.5M
JDM Financial Group LLC 0.78% Reduce -5.1% 10,312 $1.5M
Hunter Associates Investment Management LLC 0.23% Add +8.1% 11,157 $1.5M
Barbara Oil Co. 0.62% No change 11,140 $1.5M
GGM Financial LLC 1.59% Add +0.0% 11,120 $1.5M
Point Windward Advisors Inc. 0.56% Add +3.6% 11,117 $1.5M
Denver PWM, LLC 0.58% Add +0.1% 11,113 $1.5M
Aries Wealth Management 0.41% Reduce -10.8% 11,110 $1.5M
Bear Mountain Capital, Inc. 0.58% Reduce -5.7% 10,125 $1.5M
Dash Acquisitions Inc. 0.32% Reduce -2.0% 11,556 $1.5M
Family Capital Management, Inc. 0.90% Add +2.7% 11,077 $1.5M
Trust Co. of Oklahoma 0.48% Add +2.9% 11,072 $1.5M
Tarbox Family Office, Inc. 0.25% Add +1.4% 11,069 $1.5M
RS Crum Inc. 0.37% Reduce -5.5% 11,064 $1.5M
Coign Capital Advisors LLC 1.37% — 11,063 $1.5M
Cedar Wealth Management, LLC 0.54% Add +112.9% 11,050 $1.5M
Yarger Wealth Strategies, LLC 0.86% Add +7.3% 11,042 $1.5M
Crews Bank & Trust 0.25% — 11,024 $1.5M
Boston Research & Management Inc. 0.36% Reduce -0.7% 11,020 $1.5M
Cooper/Haims Advisors, LLC 0.84% Reduce -7.2% 11,007 $1.5M
Compound Global Advisors, LLC 6.01% — 11,000 $1.5M
Shay Capital LLC 0.36% Add +115.7% 11,000 $1.5M
Lynx Investment Advisory 1.01% Add +9.0% 10,975 $1.5M
Mainsail Financial Group, LLC 0.85% Add +3.3% 10,950 $1.5M
Oxinas Partners, LLC 0.86% Reduce -2.9% 10,948 $1.5M
HighVista Strategies LLC 0.54% New 10,900 $1.5M
First Financial Bank - Trust Division 0.14% Add +7.5% 10,879 $1.5M
Reyes Financial Architecture, Inc. 1.15% — 10,873 $1.5M
Better Money Decisions, LLC 1.01% Add +14.5% 10,871 $1.5M
American Institute for Advanced Investment Management, LLP 1.09% Reduce -4.0% 10,870 $1.5M
Haven Private, LLC 0.81% — 10,865 $1.5M
BlueChip Wealth Advisors LLC 0.81% Reduce -35.9% 10,860 $1.5M
Oder Investment Management, LLC 1.21% Reduce -1.6% 10,826 $1.5M
Monte Financial Group, LLC 0.62% Reduce -1.8% 10,838 $1.5M
Global Wealth Strategies & Associates 0.46% Add +3.8% 10,833 $1.5M
CVFG LLC 1.33% — 10,832 $1.5M
Armor Investment Advisors, LLC 0.60% Add +1.9% 10,830 $1.5M
Marathon Mission, Inc. 0.99% No change 10,830 $1.5M
Brown Capital Management LLC 0.03% Reduce -12.8% 10,823 $1.5M
RHS Financial, LLC 0.75% Reduce -1.7% 10,810 $1.5M
Berry Wealth Group, LP 1.05% Reduce -1.5% 10,802 $1.5M
Hoffman, Alan N Investment Management 0.65% No change 10,800 $1.5M
MBA Advisors LLC 0.73% Reduce -7.1% 10,794 $1.4M
Alexis Investment Partners, LLC 0.71% — 10,587 $1.4M
Peak Asset Management, LLC 0.27% Reduce -4.4% 10,789 $1.4M
Costello Asset Management, INC 0.96% Add +4.4% 10,760 $1.4M
Pettee Investors, Inc. 0.73% Add +5.1% 10,751 $1.4M
Juncture Wealth Strategies, LLC 0.54% Add +6.4% 10,710 $1.4M
Foster & Motley Inc. 0.09% Add +0.1% 10,695 $1.4M
Petix & Botte Co 0.38% No change 10,674 $1.4M
Crumly & Associates Inc. 0.39% Add +3.3% 10,654 $1.4M
jvl associates llc 0.54% Add +1.0% 10,652 $1.4M
Cassia Capital Partners, LLC 0.91% Add +6.7% 10,651 $1.4M
Tradewinds Capital Management, LLC 0.38% Add +1.9% 10,639 $1.4M
Wells Trecaso Financial Group, LLC 0.47% Reduce -1.1% 10,621 $1.4M
Godsey & Gibb, Inc. 0.14% Reduce -5.6% 10,616 $1.4M
Pekin Hardy Strauss, Inc. 0.18% Add +88.1% 10,613 $1.4M
Gould Capital, LLC 0.99% Add +314.0% 10,610 $1.4M
FWG Investments, LLC. 1.11% Add +8.3% 10,609 $1.4M
Leslie Global Wealth, LLC 0.66% Add +0.1% 10,601 $1.4M
AIMZ Investment Advisors, LLC 0.49% Add +2.6% 10,592 $1.4M
EWG Elevate Inc. 0.43% Add +17.4% 10,592 $1.4M
Augustine Asset Management Inc. 0.37% Add +9.8% 10,563 $1.4M
Retirement Investment Advisors, Inc. 0.15% Reduce -0.1% 10,550 $1.4M
Northwest Capital Management Inc 0.61% Reduce -12.9% 10,550 $1.4M
Strategic Investment Solutions, Inc. 0.47% Reduce -37.4% 9,987 $1.4M
Axq Capital, LP 0.64% Reduce -11.3% 10,536 $1.4M
Hobbs Group Advisors, LLC 0.53% Reduce -4.5% 10,534 $1.4M
Burford Brothers, Inc. 0.69% Add +11.8% 10,532 $1.4M
Two Sigma Securities, LLC 0.26% Reduce -93.3% 10,527 $1.4M
Cora Capital Advisors LLC 0.68% Reduce -4.2% 10,519 $1.4M
Baring Financial LLC 1.26% — 10,515 $1.4M
Bank of Nova Scotia Trust Co. 0.15% Add +4.3% 10,512 $1.4M
Wealthcare Capital Management LLC 0.14% Reduce -0.9% 10,511 $1.4M
Raffa Wealth Management, LLC 0.33% Reduce -4.8% 10,506 $1.4M
Eagle Bay Advisors LLC 0.89% Reduce -20.2% 10,481 $1.4M
Arcataur Capital Management LLC 0.47% Add +1.0% 10,480 $1.4M
Altus Wealth Management, LLC 0.63% Add +0.2% 10,474 $1.4M
Catalyst Private Wealth, LLC 0.63% Reduce -14.8% 10,466 $1.4M
TLWM 0.28% Add +3.0% 10,443 $1.4M
Shorepoint Capital Partners LLC 0.32% Add +311.9% 10,417 $1.4M
Tidemark, LLC 0.54% Add +2.2% 10,415 $1.4M
Seelaus Asset Management LLC 1.29% Add +4.1% 10,397 $1.4M
Pinkerton Wealth, LLC 0.20% Reduce -25.0% 10,385 $1.4M
Carlson Capital Management 0.06% Add +19.2% 10,380 $1.4M
Grandfield & Dodd, LLC 0.09% Reduce -6.3% 10,365 $1.4M
Cypress Capital Management LLC (WY) 1.59% Add +4501.3% 10,353 $1.4M
ARK & TLK Investments, LLC 0.48% Add +4.1% 10,339 $1.4M
Phoenix Wealth Advisors 0.60% Add +4.0% 10,309 $1.4M
Mosaic Financial Group, LLC 0.99% Reduce -12.0% 10,264 $1.4M
Allen Mooney & Barnes Investment Advisors LLC 0.23% Add +6.8% 10,242 $1.4M
Instrumental Wealth, LLC 1.30% Add +8.1% 10,228 $1.4M
Summit Wealth & Retirement Planning, Inc. 0.42% Add +7.5% 10,222 $1.4M
Hill Island Financial LLC 0.40% Reduce -1.3% 10,215 $1.4M
Investment Advisory Services Inc. /TX 0.48% Add +6.1% 10,209 $1.4M
Lake Hills Wealth Management, LLC 0.94% Add +0.4% 10,207 $1.4M
PCA Investment Advisory Services Inc. 0.63% Add +3.5% 10,199 $1.4M
Topsail Wealth Management, LLC 0.29% — 10,187 $1.4M
Eight 31 Financial, LLC 1.04% Reduce -0.2% 10,178 $1.4M
Northstar Group, Inc. 0.24% Add +28.0% 10,170 $1.4M
Inspirion Wealth Advisors, LLC 0.19% Add +1.0% 9,719 $1.4M
Chris Bulman Inc 0.87% Reduce -1.9% 10,130 $1.4M
ProVise Management Group, LLC 0.12% Reduce -56.0% 10,065 $1.4M
Horizon Bancorp Inc. 0.64% Reduce -2.6% 10,063 $1.4M
Precedent Wealth Partners, LLC 0.44% Reduce -0.9% 10,038 $1.3M
Bannerman Wealth Management Group, LLC 1.11% — 10,020 $1.3M
Guardian Financial Partners, LLC 0.80% Add +23.8% 10,007 $1.3M
Magnolia Capital Management Ltd. 1.07% No change 10,000 $1.3M
Southport Management, L.L.C. 4.87% No change 10,000 $1.3M
Blue Bell Private Wealth Management, LLC 0.26% Reduce -4.1% 9,997 $1.3M
Kondo Wealth Advisors, Inc. 0.68% — 9,968 $1.3M
Vaughan David Investments LLC 0.03% Add +1.2% 9,951 $1.3M
Catalyst Capital Advisors LLC 0.03% Add +31.8% 9,944 $1.3M
SilverOak Wealth Management LLC 0.29% Add +1.9% 9,930 $1.3M
Founders Grove Wealth Partners, LLC 0.39% — 9,920 $1.3M
Lighthouse Wealth Management Inc. 1.22% — 9,905 $1.3M
LGL Partners, LLC 0.19% Reduce -9.7% 9,904 $1.3M
Power Wealth Management LLC 0.56% Reduce -6.7% 9,900 $1.3M
Pine Haven Investment Counsel, Inc 1.09% Reduce -3.9% 9,898 $1.3M
CCG Wealth Management, LLC 0.74% Reduce -4.5% 9,887 $1.3M
Alliance Wealth Advisors, LLC 0.76% Add +4.7% 9,886 $1.3M
Anatole Investment Management Ltd 0.61% Reduce -96.2% 9,885 $1.3M
Baker Chad R 0.26% Reduce -6.0% 9,870 $1.3M
Second Half Financial Partners, LLC 0.65% Add +1.4% 9,867 $1.3M
Johnson Bixby & Associates, LLC 0.20% Add +0.4% 9,859 $1.3M
West Bancorporation Inc. 0.87% Reduce -0.8% 9,857 $1.3M
Evergreen Wealth Management, LLC 0.78% New 9,855 $1.3M
Carmel Capital Partners, LLC 0.53% Add +4.8% 9,832 $1.3M
Riggs Capital Management LLC 1.29% — 9,823 $1.3M
True Freedom Investing, LLC 0.57% — 9,816 $1.3M
Partnership Wealth Management, LLC 1.10% Add +4.6% 9,809 $1.3M
Parkside Investments, LLC 0.20% Reduce -84.9% 1,800 $1.3M
Mma Asset Management LLC 0.57% Reduce -7.9% 9,799 $1.3M
Astra Wealth Partners LLC 1.24% — 9,793 $1.3M
Fortress Financial Solutions, LLC 1.87% — 9,777 $1.3M
Fischer Investment Strategies, LLC 1.04% Add +288.6% 9,776 $1.3M
First Bancorp, Inc 0.90% Reduce -2.6% 9,752 $1.3M
Vigilare Wealth Management 0.53% Reduce -1.8% 9,750 $1.3M
Fairview Capital Investment Management, LLC 0.07% Add +17.3% 9,745 $1.3M
Alterna Wealth Management, Inc. 1.10% Add +14.0% 9,744 $1.3M
Kennicott Capital Management LLC 0.67% No change 9,730 $1.3M
Arcus Capital Partners, LLC 0.41% Reduce -83.7% 1,446 $1.3M
Fulcrum Equity Management 1.29% Reduce -18.8% 9,715 $1.3M
Severin Investments, LLC 1.29% — 9,671 $1.3M
Visionary Horizons, LLC 0.85% Add +0.1% 9,665 $1.3M
Garrison Bradford & Associates Inc. 1.36% Add +0.1% 9,657 $1.3M
General Partner, Inc. 0.78% No change 9,650 $1.3M
Eagle Wealth Strategies LLC 0.94% Add +3.3% 9,646 $1.3M
Objectivity Squared, LLC 0.90% No change 9,514 $1.3M
Josh Arnold Investment Consultant, LLC 1.09% Reduce -60.6% 9,604 $1.3M
Atwater Malick LLC 0.43% Add +0.2% 9,582 $1.3M
Pps&v Asset Management Consultants, Inc. 0.87% Reduce -5.2% 9,578 $1.3M
Partners Wealth Management, LLC 1.46% — 9,567 $1.3M
Heartwood Wealth Advisors LLC 0.14% Add +4.5% 9,557 $1.3M
Heritage Investment Group, Inc. 0.24% Reduce -4.9% 9,553 $1.3M
MKT Advisors LLC 0.56% Add +2.6% 9,299 $1.3M
Windward Capital Management Co. 0.10% No change 9,530 $1.3M
Family Legacy, Inc. 0.43% Add +16.2% 9,126 $1.3M
Delta Capital Management LLC 0.74% Reduce -1.0% 9,520 $1.3M
Front Street Capital Management, Inc. 0.22% Add +24.1% 9,506 $1.3M
Peak Retirement Planning, Inc. 0.86% — 9,674 $1.3M
Transatlantique Private Wealth LLC 0.48% Add +18.1% 9,487 $1.3M
Silvia McColl Wealth Management, LLC 0.95% Add +0.5% 9,462 $1.3M
Pointe Capital Management LLC 0.73% Reduce -4.2% 9,424 $1.3M
Mengis Capital Management, Inc. 0.26% Add +1.8% 9,410 $1.3M
Brand Asset Management Group, Inc. 0.51% Add +8.9% 9,405 $1.3M
Measured Risk Portfolios, Inc. 1.40% — 9,375 $1.3M
WestHill Financial Advisors, Inc. 0.28% Reduce -1.4% 9,355 $1.3M
Pacific Sun Financial Corp 0.68% Add +0.1% 9,350 $1.3M
Legacy PCG, LLC 0.89% Add +1.4% 9,348 $1.3M
Roxbury Financial LLC 1.21% — 9,066 $1.3M
Duncan Williams Asset Management, LLC 0.49% Reduce -18.3% 9,334 $1.3M
Security National Bank of Sioux City Iowa 0.88% Reduce -31.7% 9,320 $1.3M
Brass Tax Wealth Management, Inc. 0.26% Add +25.1% 9,308 $1.2M
Blue Barn Wealth, LLC 0.66% Add +43.8% 9,303 $1.2M
Next Level Wealth Planning, LLC 0.98% — 9,302 $1.2M
Manske Wealth Management 0.50% — 9,300 $1.2M
Kooman & Associates 0.45% Reduce -4.9% 9,294 $1.2M
Canton Hathaway, LLC 0.31% Reduce -3.5% 9,270 $1.2M
Tanager Wealth Management LLP 0.16% Add +10.2% 9,280 $1.2M
Tandem Capital Management Corp. 0.67% Reduce -3.4% 9,265 $1.2M
WealthTrust Axiom LLC 0.37% Add +1.7% 9,217 $1.2M
Amarillo National Bank 0.23% No change 9,191 $1.2M
Occudo Quantitative Strategies LP 0.22% Reduce -59.4% 9,177 $1.2M
WBH Advisory Inc. 0.11% Reduce -6.0% 9,172 $1.2M
Lokken Investment Group LLC 0.53% Add +1.4% 9,166 $1.2M
Cherry Tree Wealth Management, LLC 0.30% Reduce -2.7% 9,164 $1.2M
TCP Asset Management, LLC 0.27% Add +6.7% 9,137 $1.2M
Capital A Wealth Management, LLC 2.03% — 9,126 $1.2M
Councilor Wealth, LLC 0.58% Reduce -8.3% 9,121 $1.2M
Dominguez Wealth Management Solutions, Inc. 0.89% Add +0.1% 9,120 $1.2M
Hobbs Wealth Management, LLC 1.40% — 9,099 $1.2M
Braun-Bostich & Associates Inc. 0.88% Reduce -2.5% 9,083 $1.2M
Sather Financial Group Inc 0.08% Add +19.7% 9,080 $1.2M
Fonville Wealth Management LLC 0.40% Reduce -9.4% 9,074 $1.2M
Renasant Bank 0.79% Add +17.9% 9,060 $1.2M
Wiser Wealth Management, Inc 0.34% Add +26.8% 9,052 $1.2M
Heritage Wealth Management, Inc. 1.04% Reduce -0.2% 9,047 $1.2M
Delta Accumulation, LLC 7.56% No change 10,000 $1.2M
US Financial Advisors, LLC 0.37% Add +48.4% 9,032 $1.2M
Ameraudi Asset Management, Inc. 0.67% No change 8,980 $1.2M
Panoramic Investment Advisors, LLC 0.78% Add +47.5% 8,930 $1.2M
Hall Capital Management Co. Inc. 0.56% — 8,930 $1.2M
Adapt Wealth Advisors, LLC 0.59% Reduce -6.5% 8,920 $1.2M
Retirement Income Solutions, Inc. 0.24% Add +6.0% 8,911 $1.2M
Wallace Advisory Group, LLC 0.83% Add +15.2% 9,844 $1.2M
Merrion Investment Management Co, LLC 0.83% Reduce -1.1% 8,900 $1.2M
HTLF Bank 0.14% Add +3.3% 8,897 $1.2M
J. L. Bainbridge & Co., Inc. 0.11% Add +7.5% 8,890 $1.2M
Valley Forge Investment Consultants Inc. Adv 0.41% Add +47.4% 8,870 $1.2M
Wealth Advisors of Iowa, LLC 0.60% Add +9.5% 8,869 $1.2M
Mandatum Life Insurance Co Ltd 0.35% Reduce -26.4% 8,842 $1.2M
Global Value Investment Corp. 1.26% — 8,830 $1.2M
Bell & Brown Wealth Advisors, LLC 0.44% Reduce -1.2% 8,819 $1.2M
Kellett Wealth Advisors, LLC 0.81% Add +28.4% 8,805 $1.2M
DDFG, Inc 0.34% Reduce -5.4% 8,781 $1.2M
Matrix Asset Advisors Inc. 0.13% Reduce -0.5% 8,767 $1.2M
Campbell Wealth Management 0.11% Add +183.0% 8,766 $1.2M
Parkworth Wealth Management, Inc. 0.98% — 8,757 $1.2M
Bernardo Wealth Planning LLC 0.28% Reduce -9.7% 8,646 $1.2M
Veridan Wealth LLC 0.55% — 10,055 $1.2M
KDT Advisors, LLC 1.72% — 8,704 $1.2M
Tortoise Investment Management, LLC 0.12% Add +5.0% 8,675 $1.2M
Marino, Stram & Associates LLC 0.26% Add +3.4% 8,658 $1.2M
ACT Advisors, LLC. 0.63% Add +1.3% 8,650 $1.2M
Charter Oak Capital Management, LLC 0.11% Reduce -3.5% 8,647 $1.2M
Alpha Zero LLC 0.89% — 8,638 $1.2M
Global View Capital Management LLC 0.41% — 8,377 $1.2M
Live Oak Private Wealth LLC 0.19% Add +15.8% 8,619 $1.2M
DiNuzzo Private Wealth, Inc. 0.15% Add +0.8% 8,612 $1.2M
Conrad Siegel Investment Advisors, Inc. 0.31% Add +4.2% 8,595 $1.2M
TD Capital Management LLC 0.12% Add +1.8% 8,592 $1.2M
Sanctuary Wealth Management, L.L.C. 0.76% Add +2.5% 8,552 $1.1M
Sugar Maple Asset Management, LLC 0.87% Add +2.9% 8,540 $1.1M
Foundry Partners, LLC 0.06% Add +9.1% 8,540 $1.1M
North Berkeley Wealth Management, LLC 1.16% — 8,520 $1.1M
Momentous Wealth Management, Inc. 0.95% — 8,502 $1.1M
Sender Co & Partners, Inc. 1.42% Add +398.9% 8,501 $1.1M
HC Advisors, LLC 0.92% Reduce -4.1% 8,491 $1.1M
Birchbrook, Inc. 0.65% Reduce -0.2% 8,491 $1.1M
Inman Jager Wealth Management, LLC 0.89% — 8,484 $1.1M
Silver Oak Wealth Advisors Services, LLC 0.98% — 4,399 $1.1M
Motiv8 Investments LLC 0.80% Add +17.4% 8,464 $1.1M
Wagner Wealth Management, LLC 0.29% Add +14.5% 8,439 $1.1M
Clark Financial Services Group Inc. 0.87% Add +7.2% 8,432 $1.1M
Gainplan LLC 0.43% Add +22.0% 8,421 $1.1M
BBR Partners, LLC 0.08% Add +70.8% 8,411 $1.1M
Compass Financial Group, INC 0.21% Reduce -0.2% 8,399 $1.1M
Allegheny Financial Group 0.29% Add +9.5% 8,390 $1.1M
Twin Lakes Capital Management, LLC 0.72% Reduce -4.0% 8,384 $1.1M
Foguth Wealth Management, LLC. 0.29% Add +39.6% 7,877 $1.1M
O'ROURKE & COMPANY, Inc 0.55% Add +9.6% 8,356 $1.1M
Wick Capital Partners, LLC 0.33% Reduce -5.5% 8,351 $1.1M
Edgestream Partners, L.P. 0.05% Reduce -89.3% 8,333 $1.1M
Ridgewood Investments LLC 0.54% Reduce -11.2% 8,321 $1.1M
Matisse Capital 0.57% Reduce -2.0% 8,312 $1.1M
Brookmont Capital Management 0.60% Reduce -0.3% 8,310 $1.1M
Burk Holdings LLC 0.90% — 8,299 $1.1M
Aigen Investment Management, LP 0.20% New 8,268 $1.1M
Axecap Investments, LLC 0.84% Reduce -77.3% 8,266 $1.1M
Trust Co 0.13% Add +58.0% 8,244 $1.1M
Opus Capital Group, LLC 0.14% Add +0.1% 8,246 $1.1M
Hubbell Strickland Wealth Management, LLC 0.52% Reduce -3.2% 8,228 $1.1M
Briaud Financial Planning Inc 0.45% New 8,221 $1.1M
Yoder Wealth Management, Inc. 0.61% Add +10.7% 8,213 $1.1M
WoodTrust Financial Corp 0.15% Reduce -23.8% 8,201 $1.1M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3.64% No change 8,200 $1.1M
Virtus Advisers, LLC 0.45% Add +4.5% 8,185 $1.1M
Northeast Financial Group, Inc. 0.42% Add +7.0% 8,181 $1.1M
KFG Wealth Management, LLC 0.21% Reduce -38.4% 8,180 $1.1M
Wealthcare Capital Partners, LLC 0.57% — 8,170 $1.1M
Lynch & Associates 0.24% Add +11.5% 8,169 $1.1M
Awm Capital, LLC 0.13% Add +18.1% 8,168 $1.1M
Littlejohn Financial Services, Inc. 0.98% — 8,139 $1.1M
Harbour Investment Management LLC 0.48% Add +25.4% 8,125 $1.1M
Cornerstone Advisors Asset Management, LLC 0.24% Add +251.8% 8,119 $1.1M
Alliance Wealth Management Group 0.29% Add +4.1% 8,112 $1.1M
Clarkston Capital Partners, LLC 0.02% Add +21.8% 8,090 $1.1M
Significant Wealth Partners LLC 0.56% Add +9.5% 8,087 $1.1M
Intergy Private Wealth, LLC 0.41% Reduce -3.8% 8,081 $1.1M
Dividend Assets Capital, LLC 0.21% Add +5.8% 8,078 $1.1M
River Global Investors LLP 0.21% Reduce -41.5% 8,070 $1.1M
Avant Capital LLC 0.90% — 8,064 $1.1M
Burke & Herbert Bank & Trust Co. 0.26% Reduce -12.7% 8,055 $1.1M
Client 1ST Advisory Group, LLC 0.42% Reduce -3.0% 8,053 $1.1M
MTM Investment Management, LLC 0.42% Reduce -2.1% 8,050 $1.1M
Financial Freedom, LLC 0.57% Add +15.7% 8,028 $1.1M
DHK Financial Advisors, Inc. 0.65% Reduce -1.5% 8,025 $1.1M
Meriwether Wealth & Planning, LLC 0.77% — 8,015 $1.1M
Townsend & Associates, Inc 0.11% Add +3.3% 7,643 $1.1M
Pasadena Private Wealth, LLC 0.22% Add +23.5% 8,012 $1.1M
Pettinga Financial Advisors LLC 0.24% Add +4.6% 8,002 $1.1M
Gruss & Co., LLC 4.59% Add +166.7% 8,000 $1.1M
Roth Financial Partners LLC 0.43% Reduce -5.9% 8,000 $1.1M
Professional Advisory Services Inc. 0.14% Reduce -11.1% 8,000 $1.1M
Yeomans Consulting Group, Inc. 0.40% Reduce -18.9% 7,959 $1.1M
Silverlake Wealth Management LLC 0.41% Add +3.0% 7,950 $1.1M
Selective Wealth Management, Inc. 0.43% Reduce -2.5% 8,084 $1.1M
Castleview Partners, LLC 0.57% Add +17.5% 7,691 $1.1M
Wealthspan Partners, LLC 0.51% Reduce -3.6% 7,917 $1.1M
Asset Allocation & Management Company, LLC 0.58% New 7,900 $1.1M
Sculati Wealth Management, LLC 0.42% Add +8.6% 7,867 $1.1M
Smith Thornton Advisors LLC 0.67% Add +2.9% 7,858 $1.1M
Edge Wealth Management LLC 0.21% Reduce -1.2% 7,856 $1.1M
Wescott Financial Advisory Group, LLC 0.11% Add +98.9% 7,854 $1.1M
Leonard Rickey Investment Advisors P.L.L.C. 0.24% Add +30.2% 7,836 $1.1M
Caerus Investment Advisors, LLC 0.99% No change 7,835 $1.1M
Ellis Investment Partners, LLC 0.21% Reduce -14.7% 7,829 $1.1M
Finward Bancorp 0.91% — 7,819 $1.1M
Pin Oak Investment Advisors Inc. 0.96% No change 8,646 $1.1M
Core Wealth Advisors, Inc. 0.35% Add +0.6% 7,811 $1.0M
Rbo & Co. LLC 0.17% No change 7,810 $1.0M
Ironsides Asset Advisors, LLC 0.30% No change 7,799 $1.0M
Smith & Howard Wealth Management, LLC 0.30% Add +0.4% 7,774 $1.0M
Buffington Mohr McNeal 0.17% Reduce -15.7% 7,763 $1.0M
Ridgepath Capital Management LLC 0.48% Reduce -49.9% 7,751 $1.0M
Stewardship Advisors, LLC 0.29% Add +22.0% 7,750 $1.0M
STAR Financial Bank 0.75% Add +0.7% 7,735 $1.0M
Vertex Planning Partners, LLC 0.23% Add +12.4% 7,732 $1.0M
KilterHowling LLC 0.59% Reduce -23.4% 7,911 $1.0M
Rather & Kittrell, Inc. 0.24% Add +12.1% 7,715 $1.0M
Forge First Asset Management Inc. 0.37% Add +219.9% 7,710 $1.0M
Schneider Downs Wealth Management Advisors, LP 0.19% No change 7,709 $1.0M
Marathon Capital Management 0.26% Add +1.1% 7,680 $1.0M
Ballast, Inc. 0.29% Add +1.6% 7,667 $1.0M
KWB Wealth 0.13% No change 8,470 $1.0M
Broyhill Asset Management, LLC 0.91% — 7,650 $1.0M
Rodgers Brothers Inc. 0.13% Reduce -11.6% 7,640 $1.0M
Stage Harbor Financial, LLC 0.89% Reduce -3.6% 7,638 $1.0M
Veery Capital, LLC 0.39% Add +1.2% 7,637 $1.0M
Warburton Capital Management, LLC 0.77% — 7,627 $1.0M
Crane Advisory, LLC 0.18% Add +38.3% 7,075 $1.0M
Affinity Capital Advisors, LLC 0.19% Add +8.8% 7,290 $1.0M
Capital Planning LLC 0.27% Add +16.9% 7,604 $1.0M
Provident Investment Management, Inc. 0.10% Add +2.7% 7,603 $1.0M
25 LLC 0.43% Add +35.1% 7,601 $1.0M
MorganRosel Wealth Management, LLC 0.33% Add +34.7% 7,599 $1.0M
Keystone Financial Services, LLC 0.94% — 7,598 $1.0M
Paulson Wealth Management Inc. 0.28% Reduce -1.9% 7,595 $1.0M
Values First Advisors, Inc. 0.56% Add +143.0% 7,582 $1.0M
OneAscent Family Office, LLC 1.84% — 7,563 $1.0M
Sanchez Wealth Management Group 0.28% Add +17.0% 7,557 $1.0M
Bradyco, Inc. 0.63% — 7,550 $1.0M
Seven Springs Wealth Group, LLC 0.39% Add +1.6% 7,550 $1.0M
Beck Mack & Oliver LLC 0.02% Add +2.9% 7,536 $1.0M
RFP Financial Group LLC 0.39% Reduce -6.7% 7,529 $1.0M
DLK Investment Management, LLC 0.42% Add +6.8% 7,515 $1.0M
GatePass Capital, LLC 1.12% — 7,509 $1.0M
Sachem Hill LLC 0.21% No change 7,500 $1.0M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -2.0% 7,476 $1.0M
Wealth Management Nebraska 0.16% — 7,474 $1.0M
Somerset Group LLC 0.91% Add +1.5% 7,438 $999K
Waterfront Wealth Inc. 0.24% Add +4.5% 7,436 $999K
LVM Capital Management Ltd. 0.11% Reduce -14.8% 7,425 $997K
Stamos Capital Partners, L.P. 0.23% Reduce -26.5% 7,410 $995K
Von Berge Wealth Management Group, LLC 0.60% No change 7,970 $993K
PUREfi Wealth, LLC 0.97% — 7,398 $993K
Archvest Wealth Advisors, Inc. 0.72% Add +2.9% 7,378 $991K
GEM Asset Management, LLC 0.55% Reduce -18.8% 7,371 $990K
Arbor Trust Wealth Advisors, LLC 0.46% Add +42.3% 7,371 $990K
New World Advisors LLC 0.24% Add +1.0% 7,365 $989K
MIdWestOne Financial Group, Inc. 0.14% Reduce -8.4% 7,355 $988K
Well Done, LLC 0.18% No change 8,110 $985K
Aspen Investment Management Inc 0.46% Add +0.5% 7,329 $984K
Carson Advisory Inc. 0.68% Reduce -14.7% 7,316 $982K
Montchanin Asset Management, LLC 0.96% Reduce -50.9% 7,310 $982K
Greenwood Capital Associates LLC 0.13% Reduce -1.4% 7,305 $981K
Everstar Asset Management, LLC 0.69% Add +12.6% 7,303 $981K
Traction Financial Partners, LLC 0.76% Reduce -2.4% 7,298 $980K
Chaney Capital Management, Inc. 0.46% Reduce -2.0% 7,275 $977K
GHP Investment Advisors, Inc. 0.05% Reduce -23.1% 7,265 $976K
Post Resch Tallon Group Inc. 0.94% — 7,025 $972K
Cypress Capital, LLC 0.28% Reduce -18.0% 7,235 $972K
WorthPointe, LLC 0.40% Add +7.8% 7,219 $969K
Copperleaf Capital, LLC 0.61% Add +3.6% 7,204 $967K
DMC Group, LLC 0.79% Reduce -1.2% 7,201 $967K
Tolleson Wealth Management, Inc. 0.20% New 7,200 $967K
CapWealth Advisors, LLC 0.11% Add +1.4% 7,198 $967K
Heck Capital Advisors, LLC 0.11% Reduce -0.5% 7,177 $964K
Red Spruce Capital, LLC 0.43% No change 7,172 $963K
Birch Capital Management, LLC 0.48% Reduce -20.6% 7,165 $962K
Mountain Capital Investment Advisors Inc. 0.20% Add +7.2% 6,973 $960K
Revisor Wealth Management LLC 0.88% Reduce -60.6% 7,145 $958K
Valued Retirements, Inc. 1.29% No change 7,134 $958K
Orca Wealth Management, LLC 0.86% — 7,122 $956K
Cannon Wealth Management Services, LLC 0.82% Reduce -6.0% 8,190 $955K
Autumn Glory Partners, LLC 0.47% Reduce -57.8% 7,100 $953K
Grey Fox Wealth Advisors, LLC 0.26% No change 7,082 $951K
Unionview, LLC 0.70% Reduce -4.1% 7,079 $951K
Avion Wealth 0.24% Add +49.1% 7,077 $950K
Asset Management Group, Inc. 0.17% Add +0.0% 7,071 $950K
Cinctive Capital Management LP 0.05% Reduce -75.0% 7,065 $949K
Wetzel Investment Advisors, Inc. 0.47% Reduce -2.9% 7,057 $948K
Hibernia Wealth Partners, LLC 0.72% Reduce -45.1% 7,026 $944K
Sonata Capital Group Inc. 0.39% Add +1.4% 7,012 $942K
Eubel Brady & Suttman Asset Management Inc. 0.13% Add +14.9% 7,017 $942K
Ariose Capital Management Ltd 0.78% Reduce -95.9% 7,000 $940K
Parkshore Wealth Management, Inc. 0.57% — 7,000 $940K
Verus Wealth Management, LLC 1.05% — 6,997 $940K
Vestia Personal Wealth Advisors 0.77% Add +87.4% 6,991 $939K
Cordgrass Capital Advisors, LLC 0.27% Reduce -14.3% 6,978 $937K
Clear Investment Research, LLC 1.21% Reduce -15.7% 6,976 $937K
Sherman Asset Management, Inc. 0.85% — 6,953 $934K
Stephens Investment Management Group LLC 0.01% Reduce -8.3% 6,949 $933K
Crestmont Private Wealth LLC 0.42% Add +12.8% 6,941 $932K
Holos Integrated Wealth LLC 0.63% — 6,908 $928K
Cassady Schiller Wealth Management, LLC 0.34% Add +20.9% 6,904 $927K
Asset Allocation Strategies LLC 0.22% Add +1.7% 7,062 $926K
Aerodigm Wealth, LLC 0.55% Add +7.5% 6,894 $926K
Financial Gravity Companies, Inc. 0.21% Add +260.3% 6,893 $926K
O'Connor Financial Group LLC 0.48% Add +1.5% 6,891 $925K
Crescent Sterling, Ltd. 0.95% Add +9.3% 6,878 $924K
Navigoe, LLC 0.90% — 6,855 $920K
Betterment LLC 0.00% Add +10.2% 6,846 $919K
Landaas & Co. /Wi 0.25% Add +6.5% 6,830 $917K
City Center Advisors, LLC 1.03% Add +22.9% 6,822 $916K
Centricity Wealth Management, LLC 0.85% — 6,801 $913K
CTC Alternative Strategies, Ltd. 1.18% Reduce -45.0% 6,798 $913K
Center for Financial Planning, Inc. 0.12% Add +16.6% 6,793 $912K
Firethorn Wealth Partners, LLC 0.45% Add +2.5% 6,776 $910K
Pacific Point Advisors, LLC 0.55% — 7,000 $909K
Private Wealth Management Group, LLC 0.35% Add +16.7% 6,763 $908K
Clearview Wealth Advisors LLC 0.69% Reduce -3.9% 6,756 $907K
M. Kraus & Co 0.27% Reduce -3.8% 6,755 $907K
Islay Capital Management, LLC 0.63% No change 6,750 $906K
Pachira Investments Inc. 0.55% Add +6.8% 6,585 $905K
AdvisorShares Investments LLC 0.17% No change 6,727 $903K
Discipline Wealth Solutions, LLC 0.42% Add +2.9% 6,715 $902K
Absher Wealth Management, LLC 0.12% Reduce -1.6% 6,705 $900K
Shakespeare Wealth Management, LLC 0.24% Add +3.5% 6,705 $900K
Valtrion Capital Management, LLC 1.92% — 6,702 $900K
Wealth Advisors of Tampa Bay, LLC 0.39% Add +2.0% 6,695 $899K
Patrick M Sweeney & Associates, Inc. 0.67% Reduce -1.7% 6,694 $899K
ArchPoint Investors 0.30% No change 6,690 $898K
WealthCare Investment Partners, LLC 0.39% Add +12.9% 6,486 $897K
Luminist Capital LLC 1.57% — 6,664 $895K
Transce3nd, LLC 0.30% — 6,684 $895K
Trust Co of the South 0.18% No change 6,660 $894K
Continental Investors Services, Inc. 1.77% Reduce -3.1% 6,655 $894K
TrueWealth Advisors, LLC 0.30% Reduce -22.2% 6,633 $891K
Grantvest Financial Group LLC 0.99% — 6,624 $890K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.35% Add +3.2% 6,622 $889K
Knightsbridge Asset Management, LLC 0.21% Add +9.9% 6,618 $889K
Future You Wealth LLC 0.63% — 6,615 $888K
Lafayette Investments, Inc. 0.19% No change 6,610 $888K
Maven Securities LTD 0.14% Add +139.9% 6,597 $886K
First Citizens Financial Corp 0.48% Add +0.5% 6,590 $885K
Durante & Waters, LLC 0.73% Add +2.3% 6,580 $884K
Gallacher Capital Management LLC 0.44% Add +6.8% 6,577 $883K
Howard Wealth Management, LLC 0.47% Add +3.7% 6,526 $876K
Antonelli Financial Advisors, LLC 0.74% — 6,525 $876K
Chicago Wealth Management, Inc. 0.45% Reduce -25.1% 6,520 $876K
Northern Capital Management, Inc. 0.54% Add +2.3% 6,517 $875K
Garrett Wealth Advisory Group, LLC 0.20% Add +7.1% 6,505 $874K
Pacific Capital Wealth Advisors, Inc. 0.15% Reduce -1.6% 6,498 $873K
Capital Management Associates, Inc 0.33% Add +0.8% 6,498 $873K
Priebe Wealth Holdings LLC 0.59% Add +12.9% 6,491 $872K
MFA Wealth Services 0.70% — 6,490 $872K
Wheelhouse Advisory Group LLC 0.52% Add +1.5% 6,484 $871K
Ofc Financial Planning, LLC 0.92% — 6,483 $871K
Ironwood Financial, llc 0.18% Add +1.6% 6,483 $871K
Sherbrooke Park Advisers LLC 0.28% Reduce -35.3% 6,480 $870K
Black Swift Group, LLC 0.18% Add +105.4% 6,449 $866K
Tull Financial Group, Inc. 0.52% Add +0.1% 6,443 $865K
Planning Center, Inc. 0.11% Reduce -3.0% 6,442 $865K
Mainsail Asset Management, LLC 0.60% Add +0.0% 6,436 $864K
Values Added Financial LLC 0.50% Reduce -25.1% 6,433 $864K
Farmers Trust Co. 0.16% Reduce -9.9% 6,416 $862K
Serenus Wealth Advisors, LLC 0.15% — 6,371 $856K
Wolf Group Capital Advisors 0.41% No change 2,021 $855K
Freedom Financial Partners LLC 0.41% — 6,355 $853K
TSA Wealth Managment LLC 0.35% Reduce -0.9% 6,352 $853K
Shira Ridge Wealth Management 0.42% Add +16.9% 6,330 $850K
Hanson & Doremus Investment Management 0.13% Add +7.7% 6,331 $850K
Intrepid Capital Management Inc. 0.53% Add +0.1% 6,326 $850K
Voisard Asset Management Group, Inc. 0.28% Add +1.6% 6,325 $849K
Rwwm, Inc. 0.08% Reduce -3.3% 6,317 $848K
Dagco, Inc. 0.28% Reduce -36.2% 6,316 $848K
Mountain Hill Investment Partners Corp. 0.86% — 6,302 $846K
TPG Advisors LLC 0.66% No change 6,296 $845K
Prairie Sky Financial Group LLC 0.52% Reduce -14.3% 6,293 $845K
Lanham O'Dell & Company, Inc. 1.28% Reduce -0.4% 6,278 $843K
M.E. Allison & Co., Inc. 0.93% — 6,258 $840K
Wulff, Hansen & Co. 0.79% No change 6,255 $840K
Equita Financial Network, Inc. 0.30% Reduce -2.1% 6,252 $840K
Wiser Advisor Group LLC 1.22% Add +7.2% 6,241 $838K
Baxter Bros Inc. 0.11% Add +13.1% 6,239 $838K
Claris Advisors, LLC / Mo / 0.31% Add +67.8% 6,220 $835K
W.H. Cornerstone Investments Inc. 0.56% Add +104.2% 6,217 $835K
PVG Asset Management Corp. 3.94% New 6,207 $834K
FinDec Wealth Services, Inc. 0.58% Reduce -72.2% 6,190 $831K
Copley Financial Group, Inc. 0.64% Add +10.9% 6,180 $830K
Stone House Investment Management, LLC 0.21% Reduce -13.6% 6,165 $828K
New England Research & Management, Inc. 0.42% Add +9.8% 6,155 $827K
Carrera Capital Advisors 0.19% Add +9.8% 6,133 $824K
Brightwater Advisory LLC 0.64% Reduce -10.1% 6,123 $822K
Quest 10 Wealth Builders, Inc. 0.82% — 6,123 $822K
Jackson, Grant Investment Advisers, Inc. 0.32% No change 6,111 $821K
Meridian Management Co. 0.22% Add +8.7% 6,111 $821K
Chapman Financial Group, LLC 0.66% — 6,105 $820K
Reik & Co., LLC 0.20% Add +0.7% 6,100 $819K
OneAscent Wealth Management LLC 0.34% Reduce -25.6% 6,097 $819K
Alpha Wealth Funds, LLC 0.86% — 6,096 $819K
CFC Planning Co LLC 0.87% — 6,079 $816K
Boulder Wealth Advisors, LLC 0.42% Add +8.4% 6,078 $816K
Marest Capital, LLC 0.66% Add +0.7% 6,071 $815K
Mascoma Wealth Management LLC 0.20% Add +7.0% 6,069 $815K
Poinciana Advisors Group, LLC 0.82% — 6,056 $813K
Wilkins Investment Counsel Inc. 0.12% Add +12.9% 6,050 $812K
LVZ, Inc. 0.10% Add +6.6% 6,037 $811K
BKM Wealth Management, LLC 0.33% Add +8.9% 6,035 $810K
Cedar Point Capital Partners, LLC 0.55% Add +2.4% 6,026 $809K
Wealth Watch Advisors, INC 0.50% — 6,345 $809K
McGowan Group Asset Management, Inc. 0.11% Reduce -14.0% 6,008 $807K
Intrinsic Value Partners, LLC 0.81% No change 6,000 $806K
Cornerstone Financial Group, LLC 0.79% — 6,000 $806K
Causey Wealth LLC 0.47% — 6,000 $806K
Boit C F David 0.41% No change 6,000 $806K
Hudson Edge Investment Partners Inc. 0.15% Reduce -19.4% 6,000 $806K
Bramshill Investments, LLC 0.13% No change 6,000 $806K
Barnes Wealth Management Group, Inc 0.54% — 5,996 $805K
Midwest Capital Advisors, LLC 0.59% — 5,978 $803K
O'Brien Greene & Co. Inc 0.26% Add +27.6% 5,971 $802K
TCV Trust & Wealth Management, Inc. 0.07% Reduce -0.5% 5,970 $802K
Cranbrook Wealth Management, LLC 0.19% Add +11.7% 5,952 $799K
Beacon Bridge Wealth Partners, LLC 0.34% Reduce -4.8% 5,922 $795K
Greenspring Advisors, LLC 0.17% Reduce -5.7% 5,912 $794K
Cyr Financial Inc. 0.72% Add +2.3% 5,908 $793K
Meredith Wealth Planning 0.35% Add +13.4% 5,908 $793K
Lord & Richards Wealth Management, LLC 1.67% — 5,896 $792K
Intrepid Financial Planning Group LLC 0.33% Add +3.8% 5,894 $792K
Financial Advisory Partners, LLC 0.26% Reduce -1.7% 5,888 $791K
Montis Financial, LLC 0.24% Reduce -9.5% 5,885 $790K
Innovator Capital Management, LLC 15.55% Add +147.0% 5,883 $790K
Peloton Wealth Strategists 0.33% Add +9.9% 5,885 $790K
Avalon Advisory Group 0.36% No change 5,881 $790K
SRH Advisors, LLC 0.23% No change 5,870 $788K
Stonehaven Wealth & Tax Solutions, LLC 0.86% — 5,863 $787K
Shared Vision Wealth Group LLC 0.41% Reduce -21.7% 5,839 $784K
WealthCollab, LLC 0.50% Add +7.7% 5,833 $783K
Uptown Financial Advisors LLC 0.84% — 5,824 $782K
Tandem Investment Partners LLC 0.75% — 5,820 $782K
Droms Strauss Advisors Inc. /Mo/ 0.25% Reduce -8.7% 5,814 $781K
Code Waechter LLC 0.68% Reduce -5.5% 5,813 $781K
Towne Trust Company, N.A 0.27% Reduce -21.6% 5,800 $779K
Sard Wealth Management Group, LLC 0.52% Add +0.7% 5,800 $779K
Truefg, LLC 0.25% New 5,795 $778K
Pacific Global Investment Management Co. 1.00% Reduce -95.5% 5,795 $778K
Birch Financial Group, LLC 0.87% — 5,788 $777K
Syverson Strege & Co 0.26% New 5,780 $776K
Bellevue Asset Management, LLC 0.40% Add +0.5% 5,770 $775K
Tandem Wealth Advisors LLC 0.40% Add +12.8% 5,770 $775K
Opulen Financial Group LLC 0.70% — 5,756 $773K
Lowery Thomas, LLC 0.50% Add +0.0% 5,753 $773K
PFG Private Wealth Management, LLC 0.44% Reduce -8.6% 5,746 $772K
Rinkey Investments 0.25% Add +42.2% 5,742 $771K
Newport Capital Group, LLC 0.57% Reduce -1.1% 5,734 $770K
LMG Wealth Partners, LLC 0.17% Reduce -30.8% 5,706 $766K
Wealth Group Ltd 0.22% Add +1.8% 5,702 $766K
Clear Point Advisors Inc. 0.65% Reduce -1.8% 5,700 $766K
AdviceOne Advisory Services, LLC 0.68% — 5,693 $765K
Campbell Deegan Wealth Management, LLC 0.92% — 5,688 $764K
Zuckerman Investment Group, LLC 0.07% Add +29.2% 6,534 $762K
Allegiance Financial Group Advisory Services LLC 0.25% Add +61.9% 5,671 $762K
Cambridge Financial Group, LLC 0.33% Reduce -15.5% 5,670 $761K
FF Advisors,LLC 0.52% Reduce -3.9% 5,667 $761K
Satovsky Asset Management LLC 0.17% Reduce -5.3% 5,665 $761K
Main Line Retirement Advisors, LLC 0.50% Add +6.0% 5,661 $760K
Keeler & Nadler Financial Planning & Wealth Management 0.36% Add +0.3% 5,656 $760K
Grove Street Fiduciary, LLC 0.40% — 5,651 $759K
Colorado Capital Management, Inc. 0.37% Add +3.6% 5,634 $757K
Somerset Trust Co 0.28% Add +8.8% 5,628 $756K
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -98.0% 5,624 $755K
Dixon Fnancial Services, Inc. 0.41% Reduce -1.9% 5,606 $753K
Graves Light Lenhart Wealth, Inc. 0.09% Reduce -5.2% 5,605 $753K
denkapparat Operations GmbH 1.11% — 5,600 $752K
EPIQ Capital Group, LLC 0.20% No change 5,599 $752K
Ground Swell Capital, LLC 1.64% New 5,598 $752K
Bank & Trust Co 0.63% Add +5.3% 5,593 $751K
1900 Wealth Management LLC 0.06% Add +31.9% 5,582 $750K
Capstone Wealth Management Group, LLC 0.40% Add +38.6% 5,580 $749K
Prepared Retirement Institute LLC 0.43% Add +3.9% 5,574 $749K
Morangie Management LLC 0.61% — 5,567 $748K
Mount Lucas Management LP 0.26% Reduce -17.5% 5,558 $746K
Cornerstone Wealth Advisors, Inc. 0.20% Reduce -8.6% 5,557 $746K
Dopkins Wealth Management, LLC 0.38% Add +85.1% 5,554 $746K
Weil Company, Inc. 0.26% Add +6.7% 5,545 $745K
Destiny Capital Corp 0.45% Reduce -15.5% 5,540 $744K
Reston Wealth Management LLC 0.28% Reduce -21.0% 5,530 $743K
Contravisory Investment Management, Inc. 0.16% Reduce -13.2% 5,506 $739K
Weik Capital Management 0.30% No change 5,500 $739K
Penobscot Wealth Management 0.34% Add +8.9% 5,485 $737K
Midwest Financial Group LLC 0.42% Add +1.9% 5,480 $736K
Cascade Investment Group, Inc. 0.53% Reduce -30.5% 5,472 $735K
Seamount Financial Group Inc. 0.51% Add +2.1% 5,463 $734K
Guidance Capital, Inc. 0.22% Reduce -3.4% 5,143 $733K
Aquire Wealth Advisors, LLC 0.23% Add +2.0% 5,460 $733K
Houlihan Financial Resource Group, Ltd. 0.31% Reduce -0.9% 5,460 $733K
GoalFusion Wealth Management, LLC 0.40% Add +4.8% 5,458 $733K
Kitching Partners, LLC 0.94% Add +23.7% 5,441 $731K
Akuna Securities LLC 0.13% Reduce -6.4% 5,433 $730K
O'Dell Group, LLC 0.16% Reduce -47.1% 5,432 $729K
ORBA Wealth Advisors, L.L.C. 0.38% Add +11.2% 5,427 $729K
Verity & Verity, LLC 0.07% Add +7.5% 5,420 $728K
Act Wealth Management, LLC 0.34% Reduce -0.6% 5,416 $727K
Shearwater Capital LLC 0.49% No change 5,415 $727K
Tilia Fiduciary Partners, Inc. 0.49% Reduce -2.3% 5,404 $726K
Ogorek Anthony Joseph /NY/ 0.23% No change 5,400 $725K
Moody Aldrich Partners LLC 0.13% Reduce -17.0% 5,397 $725K
SpringVest Wealth Management LLC 0.62% — 5,389 $724K
ShoreHaven Wealth Partners, LLC 0.34% Reduce -6.2% 5,376 $722K
Kilter Group LLC 0.47% — 5,365 $720K
Advisor Resource Council 0.52% Reduce -76.2% 5,360 $720K
HBW Advisory Services LLC 0.07% Reduce -10.2% 29,558 $720K
VanderPol Investments L.L.C. 1.57% Add +4.1% 5,352 $719K
Taylor Financial Group, Inc. 0.50% Add +1.2% 5,352 $719K
Mb, Levis & Associates, LLC 0.36% Reduce -15.8% 5,341 $717K
Summit Investment Advisors, Inc. 0.64% — 5,297 $717K
Greatmark Investment Partners, Inc. 0.10% Add +97.2% 5,325 $715K
Eq LLC 0.33% No change 5,300 $712K
AF Advisors, Inc. 0.10% No change 5,280 $709K
Waterford Advisors, LLC 0.36% Reduce -16.4% 5,276 $709K
Core Alternative Capital 0.15% Reduce -20.1% 5,269 $708K
SGL Investment Advisors, Inc. 0.36% Add +5.0% 5,388 $707K
Altiora Financial Group, LLC 0.15% Add +0.4% 5,259 $706K
Franklin, Parlapiano, Turner & Welch, LLC 0.19% No change 5,254 $706K
Burkett Financial Services, LLC 0.29% Add +23.6% 5,250 $705K
BancFirst Trust & Investment Management 0.32% Reduce -0.9% 5,125 $705K
Accredited Investor Services, LLC 0.56% — 5,240 $704K
New Harbor Financial Group, LLC 0.21% Add +0.1% 5,238 $703K
Fiduciary Family Office, LLC 0.21% Reduce -85.4% 5,238 $703K
Moment Partners, LLC 0.13% — 5,235 $703K
Southeast Asset Advisors, LLC 0.09% Reduce -32.7% 5,228 $702K
Arcadia Wealth Management, LLC 0.35% Reduce -7.0% 5,219 $701K
Granite Group Advisors, LLC 0.45% Reduce -0.8% 5,217 $701K
Legacy Solutions, LLC 0.76% — 5,213 $700K
Mizuho Bank, Ltd. 0.20% Add +4.0% 5,200 $698K
Rockbridge Investment Management, LCC 0.09% Reduce -0.2% 5,196 $698K
Keynote Financial Services LLC 0.54% Reduce -4.1% 5,186 $696K
BlueSpruce Investments, LP 0.01% Add +2.6% 5,173 $695K
Integras Partners LLC 0.62% — 5,170 $694K
Pinnacle Bancorp, Inc. 0.23% No change 5,155 $692K
Gouws Capital LLC 0.47% Reduce -14.9% 5,150 $692K
Davis Capital Management 0.56% Reduce -2.3% 5,149 $691K
Riverwater Partners LLC 0.34% Add +2.3% 5,145 $691K
Tuttle Capital Management, LLC 3.52% Add +34.7% 5,096 $684K
Promethium Advisors,llc 0.47% No change 5,080 $682K
SC&H Financial Advisors, Inc. 0.14% Add +1.6% 5,074 $681K
Portland Investment Counsel Inc. 0.17% New 5,071 $681K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.25% Add +10.7% 5,453 $681K
Refined Wealth Management 0.52% No change 5,062 $680K
Stevens Capital Partners 0.31% Add +3.0% 5,049 $678K
BG Investment Services, LLC 0.68% — 5,048 $678K
Legacy Wealth Management, LLC 0.04% Add +8.1% 5,035 $676K
Carnegie Lake Advisors LLC 0.27% Reduce -44.0% 5,035 $676K
Lincoln Capital LLC 0.14% Add +0.2% 5,004 $672K
American Alpha Advisors, LLC 0.61% No change 5,000 $671K
Bawa N Mallick Trust 0.29% — 5,000 $671K
Joseph Group Capital Management 0.26% Reduce -0.4% 5,000 $671K
Aristides Capital LLC 0.21% New 5,000 $671K
Comprehensive Financial Management LLC 0.02% Add +25.0% 5,000 $671K
Continuum Wealth Advisors, LLC 0.34% Add +32.0% 4,999 $671K
TPG Financial Advisors, LLC 0.29% Reduce -6.1% 4,997 $671K
FSC Wealth Advisors, LLC 0.43% Add +22.2% 5,192 $671K
Elgethun Capital Management 0.16% Add +30.2% 4,993 $671K
Atlantic Family Wealth, LLC 0.79% — 4,989 $670K
Arrowroot Family Office, LLC 0.35% Add +8.6% 4,988 $670K
Alpha Financial Partners LLC 0.53% Add +42.1% 4,985 $669K
James Hambro & Partners LLP 0.03% Reduce -23.1% 4,980 $669K
Dark Forest Capital Management LP 0.10% Reduce -23.9% 4,975 $668K
Hilltop Wealth Advisors, LLC 0.34% Add +7.3% 4,944 $664K
Cutler Investment Counsel LLC 0.08% Reduce -5.6% 4,941 $663K
Brendel Financial Advisors LLC 0.40% Reduce -1.9% 4,919 $661K
Northcape Wealth Management, LLC 0.21% Reduce -1.4% 4,920 $661K
Per Stirling Capital Management, LLC. 0.09% Reduce -7.9% 4,897 $658K
Legacy Investment Solutions, LLC 0.43% Add +168.8% 5,056 $656K
Legacy Wealth Managment, LLC 0.43% Add +168.8% 5,056 $656K
PCG Asset Management, LLC 0.57% — 4,870 $654K
Barton Investment Management 0.07% Add +7.1% 4,819 $647K
Financial Symmetry Inc 0.44% Reduce -14.9% 4,810 $646K
Montgomery Investment Management Inc. 0.25% Add +0.2% 4,810 $646K
Thomas Story & Son LLC 0.27% No change 4,800 $645K
REDW Wealth LLC 0.22% Reduce -65.0% 4,777 $642K
Legacy Financial Group LLC 0.10% New 4,775 $641K
Fairtree Asset Management (Pty) Ltd 0.61% — 4,762 $639K
Southern Capital Advisors, LLC 0.35% Add +4.7% 4,760 $639K
Elios Financial Group Inc. 0.30% Add +0.0% 4,758 $639K
Van Cleef Asset Management,Inc 0.07% No change 4,750 $638K
Single Point Partners, LLC 0.15% Reduce -17.4% 4,745 $637K
Alamar Capital Management, LLC 0.35% Reduce -0.4% 4,737 $636K
Keeley-Teton Advisors, LLC 0.07% Reduce -4.3% 4,728 $635K
Harbor Advisory Corp. 0.21% No change 4,710 $633K
Maxwell Wealth Strategies Inc. 0.26% No change 4,701 $631K
IAG Wealth Partners, LLC 0.11% Add +14.4% 4,690 $630K
First National Bank Sioux Falls 0.27% No change 4,690 $630K
44 Wealth Management LLC 0.24% Add +5.4% 4,663 $626K
Allied Investment Advisors, LLC 0.13% Add +11.1% 4,655 $625K
Piscataqua Savings Bank 0.54% No change 4,650 $624K
PrairieView Partners, LLC 0.07% Add +0.7% 4,653 $624K
Kelly Financial Services LLC 0.22% Reduce -13.2% 4,642 $623K
Athena Investment Management 0.36% Reduce -0.5% 4,636 $623K
Capstone Wealth Management, LLC 0.61% — 4,615 $620K
Wintrust Investments LLC 0.54% Reduce -41.3% 4,561 $612K
Pinnacle Financial Group, LLC / IL 0.24% Reduce -7.9% 4,556 $612K
Edge Financial Advisors LLC 0.55% Add +5.2% 4,548 $611K
OLIO Financial Planning 0.21% New 4,546 $610K
Davidson Kahn Capital Management, LLC 0.57% — 4,544 $610K
Elevate Wealth Advisory, Inc. 0.46% Add +7.1% 4,540 $610K
Brickley Wealth Management 0.12% Reduce -3.3% 4,522 $607K
Fairman Group, LLC 0.50% Add +0.0% 4,522 $607K
Schrum Private Wealth Management LLC 0.51% Reduce -56.3% 4,522 $607K
Trevian Wealth Management LLC 0.45% Add +0.0% 4,521 $607K
Advanced Asset Management Advisors Inc 0.16% Add +0.9% 4,520 $607K
Corus Family Wealth Advisors 0.41% Add +33.6% 4,516 $606K
Innova Wealth Partners 0.38% Reduce -92.8% 4,514 $606K
Harrington Investments, INC 0.33% New 4,510 $606K
Fifth Lane Capital, LP 1.81% New 4,500 $604K
Flower City Capital 0.37% No change 4,494 $604K
Davidson Investment Advisors 0.03% Add +75.5% 4,488 $603K
Cadence Wealth Management LLC 0.40% Add +3.6% 4,473 $601K
DKM Wealth Management, Inc. 0.57% — 4,466 $600K
CarsonAllaria Wealth Management, Ltd. 0.34% Add +2.3% 4,457 $599K
Mittelman Wealth Management 0.55% Reduce -18.4% 4,441 $596K
Bayshore Asset Management, LLC 0.27% Add +0.3% 4,438 $596K
Lauer Wealth, LLC 0.40% Add +4.5% 4,435 $596K
Nordwand Advisors, LLC 0.25% Add +177.1% 4,434 $595K
Tandem Financial, LLC 0.64% — 4,433 $595K
Bond & Devick Financial Network, Inc. 0.25% No change 4,897 $595K
William Mack & Associates, Inc. 0.62% — 4,421 $594K
Requisite Capital Management, LLC 0.12% Reduce -8.3% 4,420 $594K
Entrewealth, LLC 0.55% — 5,069 $593K
Mowery & Schoenfeld Wealth Management, LLC 1.15% Add +661.2% 4,415 $593K
Capasso Planning Partners LLC 0.24% Reduce -29.7% 4,410 $592K
Heritage Oak Wealth Advisors LLC 0.28% Reduce -89.3% 4,407 $592K
Sollinda Capital Management LLC 0.16% Add +23.8% 4,396 $590K
Wood Tarver Financial Group, LLC 0.20% — 4,395 $590K
Define Financial, LLC 0.44% — 4,388 $589K
Foundry Financial Group, Inc. 0.36% Add +2.2% 4,387 $589K
Oak Family Advisors, LLC 0.23% Add +1.1% 4,387 $589K
Globeflex Capital L P 0.05% Add +115.8% 4,376 $588K
SMI Advisory Services, LLC 0.14% No change 4,406 $587K
Wbi Investments, LLC 0.15% Add +160.5% 4,371 $587K
Level Financial Advisors 0.22% New 4,369 $587K
Mullaney, Keating & Wright, Inc. 0.40% Add +4.2% 4,362 $586K
Ayrshire Capital Management LLC 0.29% Add +13.1% 4,358 $585K
AlphaCentric Advisors LLC 0.58% Reduce -27.5% 4,335 $582K
Wise Wealth Partners 1.44% — 4,335 $582K
Family Investment Center, Inc. 0.15% Reduce -5.3% 4,334 $582K
Wernau Asset Management Inc. 0.56% — 4,332 $582K
Graney & King, LLC 0.44% — 4,332 $582K
Illumine Investment Management, LLC 0.48% — 4,330 $581K
Investment Management Corp. /Va/ 0.52% — 4,329 $581K
Crowley Wealth Management, Inc. 0.51% — 4,327 $581K
Fortress Financial Group, LLC 0.58% — 4,321 $580K
Skyline Advisors, Inc. 0.23% Reduce -42.7% 4,319 $580K
Beacon Investment Advisors LLC 0.27% Add +5.6% 4,308 $579K
Keener Financial Planning LLC 0.34% No change 4,310 $578K
Heritage Family Offices, LLP 0.29% Add +111.9% 4,302 $578K
Olympiad Research LP 0.60% Add +58.8% 4,295 $577K
Hummer Financial Advisory Services Inc 0.46% No change 4,295 $577K
Capstone Capital LLC 0.47% Add +13.0% 4,289 $576K
Black Point Wealth Management 0.66% Reduce -4.2% 4,273 $574K
Conservest Capital Advisors, Inc. 0.06% Add +917.4% 4,273 $574K
Lipe & Dalton 0.30% Reduce -54.2% 4,270 $573K
Brueske Advisory Services, LLC 0.51% — 4,251 $571K
HTG Investment Advisors, Inc. 0.26% Add +0.3% 4,247 $570K
Kraft Asset Management, LLC 0.44% Add +5.4% 4,185 $570K
Louisbourg Investments Inc. 0.15% Add +1.2% 4,242 $570K
Harris Associates (Oakmark Funds) 0.00% Add +5.9% 4,240 $569K
FSA Wealth Management LLC 0.23% Reduce -22.7% 4,221 $567K
Blankinship & Foster, LLC 0.14% Reduce -2.3% 4,220 $567K
Northstar Financial Companies, Inc. 0.53% — 4,204 $565K
James Reed Financial Services, Inc. 0.59% — 4,194 $563K
Ti-Trust, Inc. 0.38% No change 4,190 $563K
Uhlmann Price Securities, LLC 0.42% Add +3.9% 4,179 $561K
Avid Wealth Partners LLC 0.40% Reduce -34.3% 4,173 $560K
Clayton Financial Group LLC 0.20% Add +21.9% 4,153 $558K
Kickstand Ventures, Llc. 0.14% Reduce -7.4% 4,121 $553K
Cornerstone Management, Inc. 0.11% Add +45.9% 4,115 $553K
Integrity Wealth Advisors, Inc. 0.41% — 4,113 $552K
SWAN Capital LLC 0.27% Add +1.3% 4,112 $552K
CJM Wealth Advisers, Ltd. 0.19% Reduce -30.8% 4,110 $552K
Seneca Financial Advisors LLC 0.27% Add +2.1% 4,104 $551K
Custos Family Office, LLC 0.19% Add +52.4% 4,090 $549K
Sensible Money, LLC 0.24% Reduce -8.1% 4,087 $549K
Trajan Wealth LLC 0.03% New 4,080 $548K
Guidance Point Advisors, LLC 0.16% No change 4,077 $548K
Spectrum Investment Advisors, Inc. 0.36% Add +15.8% 4,072 $547K
Correct Capital Wealth Management 0.11% Add +1.8% 4,062 $546K
Sylvest Advisors, LLC 0.34% — 4,059 $545K
Patrick Mauro Investment Advisor, INC. 0.31% No change 4,050 $544K
Madison Park Capital Advisors, LLC 0.43% Reduce -4.5% 4,040 $543K
Henrickson Nauta Wealth Advisors, Inc. 0.22% Add +34.5% 4,036 $542K
PFS Partners, LLC 0.30% Reduce -4.8% 4,036 $542K
Waller Financial Planning Group, Inc. 0.14% Add +4.6% 4,024 $540K
Forthright Family Wealth Advisory LLC 0.35% Reduce -0.3% 4,019 $540K
Valtinson Bruner Financial Planning LLC 0.19% Reduce -22.1% 4,014 $539K
Eagle Harbor Asset Management Inc. 0.54% Reduce -2.4% 4,011 $539K
Index Fund Advisors, Inc. 0.03% Reduce -49.6% 4,007 $538K
Keyes, Stange & Wooten Wealth Management, LLC 0.32% Add +21.2% 4,006 $538K
Avant Financial Advisors LLC 0.49% — 3,990 $536K
tru Independence LLC 0.17% Reduce -10.8% 3,975 $534K
Kropog Financial Group, LLC 0.49% — 3,968 $533K
Hudson Capital Management LLC 0.17% No change 3,965 $532K
BFI Infinity Ltd. 0.58% — 3,954 $531K
Forefront Wealth Management Inc. 0.49% — 3,941 $529K
Prudent Investors Network, Inc. 0.15% Add +21.9% 3,936 $529K
Optima Capital LLC 0.36% — 3,926 $527K
Grant Street Asset Management, Inc. 0.14% Add +12.6% 3,920 $526K
AIFG Consultants Ltd. 0.86% Add +10.5% 3,917 $526K
Bryce Point Capital, LLC 0.15% — 3,917 $526K
Lakeshore Financial Planning, Inc. 0.22% Reduce -6.0% 3,916 $526K
Nottingham Advisors, Inc. 0.07% No change 3,900 $524K
Landmark Wealth Management, LLC 0.23% Reduce -4.2% 3,892 $523K
True Vision MN LLC 0.31% Reduce -4.5% 3,893 $523K
Corepath Wealth Partners LLC 0.51% Reduce -10.3% 3,957 $521K
Searcy Financial Services Inc. 0.24% No change 3,882 $521K
Jordan Park Trust Co LLC 0.44% — 3,881 $521K
Ceera Investments, LLC 0.18% No change 3,860 $518K
Collaborative Wealth Managment Inc. 0.24% Reduce -2.3% 3,858 $518K
Hendershot Investments Inc. 0.07% Reduce -3.9% 3,856 $518K
Swisher Financial Concepts, Inc. 0.61% Reduce -22.7% 3,851 $517K
Gitterman Wealth Management, LLC 0.22% Add +131.6% 3,845 $516K
Constellation Investimentos e Participacoes Ltda 0.50% Reduce -3.8% 3,840 $516K
Causeway Capital Management LLC 0.01% Reduce -9.3% 3,840 $516K
Sincerus Advisory, LLC 0.55% — 3,835 $515K
Greater Midwest Financial Group, LLC 0.33% Add +0.9% 3,828 $514K
Peterson Wealth Advisors, LLC 0.09% Add +4.0% 3,558 $514K
Arkos Global Advisors 0.08% Add +19.1% 3,818 $513K
New England Professional Planning Group Inc. 0.26% Add +7.5% 3,815 $512K
New England Capital Financial Advisors LLC 0.25% Reduce -2.8% 3,811 $512K
PMG Wealth Management, Inc. 0.46% — 3,795 $510K
SwitchPoint Financial Planning, LLC 0.49% — 3,786 $508K
Morris Financial Concepts, Inc. 0.22% Add +40.4% 3,780 $508K
Financially Speaking Inc 0.34% — 3,779 $507K
Brogan Financial, Inc. 0.25% Add +108.6% 3,775 $507K
OmniStar Financial Group, Inc. 0.41% Reduce -0.5% 3,770 $506K
Future Financial Wealth Managment LLC 0.37% Reduce -12.1% 3,770 $506K
Axis Wealth Partners, LLC 0.43% — 3,764 $505K
Straightline Group LLC 0.33% — 3,758 $505K
Caldwell Sutter Capital, Inc. 0.23% Reduce -19.8% 3,751 $504K
Dravo Bay LLC 0.24% Add +56.4% 3,748 $503K
LifeGoal Investments, LLC 0.55% — 3,745 $503K
McGrath & Associates, Inc. 1.01% — 3,744 $503K
Semmax Financial Advisors Inc. 0.13% Add +45.6% 3,716 $503K
REAP Financial Group, LLC 0.12% Reduce -8.7% 3,736 $502K
Kaufman Rossin Wealth, LLC 0.52% — 3,735 $502K
Stockman Wealth Management, Inc. 0.08% Reduce -21.9% 3,728 $501K
Bullseye Investment Management, LLC 0.35% Reduce -22.5% 3,606 $499K
Raab & Moskowitz Asset Management LLC 0.12% Reduce -8.4% 3,709 $498K
Santori & Peters, Inc. 0.19% Reduce -0.3% 3,709 $498K
Brooklyn FI, LLC 0.16% Reduce -3.9% 3,691 $496K
Stanich Group LLC 0.37% — 3,688 $495K
Dakota Community Bank & Trust NA 2.35% Add +18.7% 3,682 $494K
Integris Wealth Management, LLC 0.14% Reduce -4.2% 3,666 $492K
Waypoint Wealth Partners Inc. 0.13% Reduce -9.8% 3,665 $492K
Collar Capital Management, LLC 0.41% — 3,660 $492K
Element Wealth, LLC 0.26% Add +2.2% 3,659 $491K
BOK Financial Private Wealth, Inc. 0.04% Reduce -46.3% 3,655 $491K
Magnolia Private Wealth, LLC 0.44% — 3,654 $491K
McRae Capital Management Inc. 0.10% Add +9.8% 3,650 $490K
Ruggaard & Associates LLC 0.21% Reduce -23.1% 3,649 $490K
LongView Asset Management LLC 0.43% — 3,645 $489K
Flywheel Private Wealth LLC 0.45% — 3,625 $487K
GR Financial Group, LLC 0.08% Add +59.2% 3,618 $486K
Financial Guidance Group, Inc. 0.26% No change 3,600 $483K
Integrated Capital Management, LLC 0.26% Reduce -3.4% 3,599 $483K
Sage Investment Counsel LLC 0.63% — 3,581 $481K
Cavalier Investments, LLC 0.16% Reduce -94.5% 3,581 $481K
Ariston Services Group 0.42% No change 3,569 $479K
Farrell Financial LLC 0.34% Add +14.5% 3,564 $479K
Twin City Private Wealth, LLC 0.42% No change 3,562 $478K
Paul R. Ried Financial Group, LLC 0.34% — 3,560 $478K
Foundation Wealth Management, LLC\PA 0.23% — 3,551 $477K
Hoertkorn Richard Charles 0.20% Add +2.0% 3,560 $475K
Provident Wealth Management, LLC 0.16% Reduce -17.4% 3,536 $475K
Ballew Advisors, Inc 0.30% Reduce -5.8% 3,558 $474K
Chelsea Counsel Co. 0.24% Reduce -49.2% 3,515 $472K
Dynamic Financial Group 0.48% — 3,513 $472K
Iron Horse Wealth Management, LLC 0.16% Add +497.3% 3,506 $471K
Sterneck Capital Management, LLC 0.25% Add +56.5% 3,505 $471K
Standard Family Office LLC 0.57% No change 3,500 $470K
Cherokee Insurance Co 0.21% — 3,500 $470K
Argyle Capital Management, LLC 0.19% No change 3,500 $470K
Hughes Financial Services, LLC 0.10% — 3,493 $469K
Mountain Pacific Investment Advisers LLC 0.03% Reduce -0.8% 3,490 $469K
L. Roy Papp & Associates, LLP 0.05% No change 3,471 $466K
Michels Family Financial, LLC 0.43% — 3,469 $466K
Retirement Financial Solutions, LLC 0.25% Reduce -0.7% 3,464 $465K
FSB Premier Wealth Management, Inc. 0.19% Add +1.1% 3,452 $464K
Flagstone Financial Management 0.15% No change 3,451 $463K
Silver Coast Investments LLC 0.17% Reduce -29.4% 3,446 $463K
Alesco Advisors, LLC, An ESL Co 0.01% Add +31.1% 3,439 $462K
Fingerlakes Wealth Management, Inc. 0.37% Add +0.0% 3,437 $462K
Macroview Investment Management LLC 0.47% Add +2.9% 3,434 $461K
Cardinal Strategic Wealth Guidance 0.15% No change 3,426 $460K
Lifelong Wealth Advisors, Inc. 0.21% — 3,403 $457K
Myecfo, LLC 0.25% Add +4.6% 3,402 $457K
Aspect Partners, LLC 0.26% Add +10.1% 3,398 $456K
Mendel Money Management 0.20% Add +0.7% 3,395 $456K
Wills Financial Group, Inc. 0.20% Add +0.2% 3,395 $456K
Cedar Mountain Advisors, LLC 0.10% Reduce -22.8% 3,393 $456K
Soundwatch Capital LLC 0.05% Add +90.2% 3,392 $456K
Authentikos Wealth Advisory, LLC 0.45% Add +60.5% 3,376 $453K
Cohen Capital Management, Inc. 0.08% No change 3,370 $453K
Next Level Private LLC 0.18% No change 3,365 $452K
True Wealth Design, LLC 0.17% Add +8.5% 3,347 $450K
Stephen J. Garry & Associates, LLC 0.41% Add +4.8% 3,345 $449K
Litman Gregory Wealth Management LLC 0.04% Add +24.2% 3,335 $448K
Charter Research & Investment Group, Inc. 0.34% No change 3,325 $447K
Diversified Investment Strategies, LLC 0.29% Reduce -8.3% 3,325 $447K
Strid Group, LLC 0.07% Add +87.6% 3,320 $446K
RMR Capital Management, LLC 0.33% No change 3,318 $446K
Act Two Investors LLC 0.09% No change 3,310 $445K
Morton Brown Family Wealth, LLC 0.15% No change 3,290 $442K
RBA Wealth Management, LLC 0.17% Reduce -16.0% 3,288 $442K
Goodman Financial Corp 0.09% New 3,286 $441K
VeraBank, N.A. 0.12% Add +9.3% 3,280 $440K
Buck Wealth Strategies, LLC 0.09% New 3,274 $440K
Emory University 0.63% Add +4.5% 3,272 $439K
American Trust Investment Advisors, LLC 0.18% No change 3,270 $439K
Morningstar Investment Services LLC 0.04% Reduce -97.0% 3,266 $439K
Lansing Street Advisors 0.15% Add +20.0% 3,268 $439K
Paragon Capital Management Ltd 0.09% Add +8.5% 3,266 $439K
Cura Wealth Advisors, LLC 0.19% — 3,260 $438K
Financial Synergies Wealth Advisors, Inc. 0.05% Reduce -19.4% 3,256 $437K
Atlas Wealth Partners, LLC 0.55% Add +1.2% 3,256 $437K
Home Federal Bank of Tennessee 0.13% Add +6.6% 3,250 $436K
Hart & Patterson Financial Group LLC 0.21% Reduce -9.7% 3,248 $436K
Peak Financial Advisors LLC 0.23% Add +3.8% 3,229 $434K
Ehrlich Financial Group 0.31% Reduce -8.1% 3,224 $433K
Investors Asset Management of Georgia Inc. /Ga/ 0.21% Add +41.5% 3,205 $430K
Cushing Capital Partners, LLC 0.41% — 3,187 $428K
Cathy Pareto & Associates, Inc. 0.39% — 3,174 $426K
Trademark Financial Management, LLC 0.34% Add +0.6% 3,158 $424K
Aull & Monroe Investment Management Corp 0.22% No change 3,157 $424K
Barry Investment Advisors, LLC 0.14% Add +1.0% 3,151 $423K
Running Point Capital Advisors, LLC 0.14% Add +24.5% 3,147 $423K
Insight 2811, Inc. 0.22% Reduce -3.1% 3,147 $423K
Painted Porch Advisors LLC 0.21% Add +13.8% 3,136 $421K
Boyd Wealth Management, LLC 0.21% Add +84.2% 3,131 $420K
Keb Asset Management, LLC 0.12% Reduce -27.4% 3,129 $420K
Merkkuri Wealth Advisors LLC 0.33% Reduce -0.8% 3,116 $418K
C2C Wealth Management, LLC 0.39% Reduce -72.4% 3,108 $417K
1 North Wealth Services LLC 0.18% — 3,106 $417K
Sterling Investment Advisors LLC 0.24% Add +0.8% 3,102 $417K
Atlas Financial Advisors, Inc. 0.65% Add +2.6% 3,102 $417K
Compass Advisory Group LLC 0.15% Add +0.1% 3,092 $415K
Campion Asset Management 0.31% No change 3,090 $415K
Capital Counsel LLC 0.02% No change 3,085 $414K
Ritter Daniher Financial Advisory LLC / DE 0.12% Reduce -62.8% 3,082 $414K
Evergreen Advisors, LLC 0.11% New 3,069 $412K
Delta Wealth Advisors LLC 0.39% Add +54.8% 3,065 $412K
Walled Lake Planning & Wealth Management, LLC 0.15% Add +5.2% 3,064 $411K
Higgins & Schmidt Wealth Strategies LLC 0.26% Reduce -55.4% 3,054 $410K
Access Financial Services, Inc. 0.18% Add +9.0% 3,053 $410K
Cypress Financial Planning LLC 0.15% Add +18.4% 3,042 $409K
DMKC Advisory Services, LLC 0.37% — 3,030 $407K
Investment Management Associates Inc. 0.18% No change 3,030 $407K
Hurley Capital, LLC 0.33% — 2,669 $404K
Hippocratic Financial Advisors, LLC 0.28% — 3,006 $404K
Elwood & Goetz Wealth Advisory Group, LLC 0.10% Add +1.0% 3,002 $403K
Ionic Capital Management LLC 0.58% Add +471.4% 3,000 $403K
Credit Capital Investments LLC 0.52% No change 3,000 $403K
Benchmark Wealth Management, LLC 0.20% No change 3,000 $403K
McElhenny Sheffield Capital Management, LLC 0.14% Add +6.6% 2,999 $403K
Alpha Advisors, LLC 0.41% — 2,981 $400K
Blume Capital Management, Inc. 0.09% Reduce -7.1% 2,980 $400K
Retirement Planning Group, LLC / NY 0.44% — 2,966 $398K
Family Office Research LLC 0.17% — 2,955 $397K
Daner Wealth Management, LLC 0.29% — 3,182 $397K
Praetorian Wealth Management, Inc. 0.10% New 2,950 $396K
Asset Planning Corporation 0.25% Reduce -4.5% 2,942 $395K
Longview Financial Advisors LLC 0.27% — 2,940 $395K
Comprehensive Financial Consultants Institutional, Inc. 0.14% Add +1.2% 2,934 $394K
Signet Investment Advisory Group, Inc. 0.20% Add +0.9% 2,925 $393K
Wincap Financial LLC 0.40% — 2,922 $392K
Financial Strategies Group, Inc. 0.09% Reduce -6.8% 2,886 $392K
First Fiduciary Investment Counsel, Inc. 0.08% No change 2,921 $392K
BCR Wealth Strategies, LLC 0.18% Add +3.1% 2,919 $391K
Chesapeake Asset Management LLC 0.36% Reduce -88.3% 2,905 $390K
Campbell & CO Investment Adviser LLC 0.03% New 2,902 $390K
Dover Advisors, LLC 0.22% No change 2,900 $389K
EntryPoint Capital, LLC 0.16% Add +0.9% 2,894 $389K
Seed Wealth Management, Inc. 0.31% No change 2,880 $387K
Fortitude Financial, LLC 0.22% — 2,878 $386K
DecisionPoint Financial, LLC 0.12% Add +2.9% 2,878 $386K
ForthRight Wealth Management, LLC 0.13% Add +11.7% 2,867 $385K
Martel Wealth Advisors LLC 0.07% No change 2,860 $384K
NavPoint Financial, Inc. 0.30% No change 2,854 $383K
Phraction Management LLC 0.14% Reduce -8.8% 2,854 $383K
Annandale Capital, LLC 0.08% Reduce -3.2% 2,849 $383K
Summit Financial Wealth Advisors, LLC 0.07% Reduce -4.5% 3,283 $383K
Warner Financial, Inc. 0.16% No change 2,845 $382K
Hurlow Wealth Management Group, Inc. 0.12% Reduce -0.2% 2,842 $382K
Buckhead Capital Management LLC 0.12% No change 2,840 $381K
Trace Wealth Advisors, LLC 0.34% — 2,838 $381K
BCU Wealth Advisors, LLC 0.22% No change 2,830 $380K
Clark Wealth Partners 0.29% — 2,828 $380K
Full Sail Capital, LLC 0.02% Add +29.5% 2,823 $379K
Pineridge Advisors LLC 0.14% Add +95.8% 2,818 $378K
Fidelity D & D Bancorp Inc. 0.25% Reduce -5.5% 2,816 $378K
Wealth Advisory Solutions, LLC 0.11% Add +20.5% 2,816 $378K
Fogel Capital Management, Inc. 0.19% Add +1.2% 2,813 $378K
Financial Advisors, LLC 0.07% Add +0.8% 2,813 $378K
FreeGulliver LLC 0.20% Reduce -56.7% 2,812 $378K
Martin Worley Group 0.23% — 2,797 $376K
Human Investing LLC 0.07% Add +47.5% 2,796 $375K
McCarter Private Wealth Services LLC 0.24% New 2,786 $374K
CBIZ Investment Advisory Services, LLC 0.02% Add +6.7% 2,781 $373K
Israel Discount Bank of New York 0.27% Reduce -2.2% 2,777 $373K
Hillcrest Wealth Advisors - NY, LLC 0.18% Reduce -0.6% 2,774 $373K
New Perspectives, Inc 0.20% Add +57.6% 2,773 $372K
Catherine Avery Investment Management LLC 0.33% — 2,770 $372K
Climber Capital SA 0.31% — 2,766 $371K
Financial Advisory Corp 0.06% — 2,760 $371K
5th Street Advisors, LLC 0.19% Reduce -10.5% 2,757 $370K
Mid-American Wealth Advisory Group, Inc. 0.22% Add +20.8% 2,738 $368K
LaFleur & Godfrey LLC 0.05% Reduce -17.4% 2,725 $366K
Smart Portfolios, LLC 0.38% Reduce -3.0% 2,720 $365K
Reliant Wealth Planning 0.17% Reduce -4.2% 2,720 $365K
Mycio Wealth Partners, LLC 0.09% Reduce -5.6% 2,720 $365K
Great Point Wealth Advisors, LLC 0.08% No change 2,719 $365K
Horizon Financial Services, LLC 0.21% Add +10.3% 2,718 $365K
Vishria Bird Financial Group, LLC 0.13% No change 2,710 $364K
Hardin Capital Partners, LLC 0.22% Add +8.5% 2,706 $363K
Norman Fields, Gottscho Capital Management, LLC 0.12% No change 2,700 $363K
Dynamic Wealth Strategies, LLC 0.32% Add +0.7% 2,695 $362K
Fullcircle Wealth LLC 0.15% Add +68.1% 2,671 $361K
Denver Wealth Management, Inc. 0.16% Reduce -1.8% 2,674 $359K
Defined Wealth Management, LLC 0.24% Add +10.9% 2,671 $359K
Twele Capital Management, Inc. 0.08% Add +0.0% 2,668 $358K
Core Wealth Management, Inc. 0.14% No change 2,640 $355K
USAdvisors Wealth Management, LLC 0.11% Add +1.7% 2,633 $353K
Presilium Private Wealth, LLC 0.08% Add +15.2% 2,624 $352K
Sterling Investment Management, LLC 0.28% Reduce -7.1% 2,622 $352K
Fairway Wealth LLC 0.16% Reduce -6.5% 2,621 $352K
Planning Alternatives Ltd. 0.05% Add +7.1% 2,618 $352K
Sterling Group Wealth Management, LLC 0.18% Reduce -22.3% 2,606 $350K
Renaissance Group LLC 0.01% No change 2,600 $349K
Wallace Hart LLC 0.28% Add +3.9% 2,599 $349K
Marshall & Sterling Wealth Advisors Inc. 0.24% — 2,596 $349K
Sterling Wealth Management, Inc. 0.13% Reduce -36.2% 2,593 $348K
Blueshift Asset Management, LLC 0.13% Reduce -79.9% 2,592 $348K
Alkeme Wealth, LLC 0.16% Add +8.1% 2,588 $348K
Inlight Wealth Management, LLC 0.20% — 2,583 $347K
Horan Securities, Inc. 0.13% Add +54.7% 2,572 $345K
Dynasty Wealth Management, LLC 0.01% New 2,569 $345K
MIG Capital, LLC 0.04% New 2,566 $345K
Condor Capital Management 0.03% Add +3.6% 2,559 $344K
Interval Partners, LP 0.01% Reduce -72.3% 2,549 $342K
Phillips Wealth Planners LLC 0.34% Reduce -0.1% 2,503 $340K
Beirne Wealth Consulting Services, LLC 0.12% Add +2.0% 2,532 $340K
Wexford Capital LP 0.09% New 2,527 $339K
Bush Investment Group, LLC 0.26% Add +0.0% 2,521 $338K
Twelve Points Wealth Management LLC 0.10% Reduce -22.3% 2,520 $338K
Wealth Management Strategies, Inc. 0.26% — 2,520 $338K
Sound Stewardship, LLC 0.20% Add +2.5% 2,514 $338K
S.E.E.D. Planning Group LLC 0.11% Reduce -20.7% 2,505 $336K
Widmann Financial Services, Inc. 0.26% Add +4.3% 2,502 $336K
Level Wealth Management LLC 0.24% — 2,500 $336K
Friday Financial 0.23% — 2,500 $336K
Bare Financial Services, Inc 0.13% Reduce -10.8% 2,498 $335K
Financial Alternatives, Inc 0.23% Reduce -1.0% 2,481 $333K
Paragon Capital Management LLC 0.18% Reduce -4.4% 2,477 $333K
Pingora Partners LLC 0.22% No change 2,475 $332K
Harvest Management LLC 0.17% Reduce -38.3% 2,470 $332K
Gold Investment Management Ltd. 0.14% No change 2,470 $332K
Straight Path Wealth Management 0.13% Add +36.8% 2,447 $329K
William Allan Corp 0.20% Add +12.4% 2,445 $328K
Randall & Associates Wealth Management 0.27% New 2,443 $328K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -97.2% 20,490 $328K
Willow Creek Wealth Management Inc. 0.03% Reduce -0.9% 2,438 $327K
Shepherd Kaplan Krochuk, LLC 0.27% New 2,431 $326K
SOL Capital Management CO 0.04% Reduce -1.0% 2,420 $325K
White Lighthouse Investment Management Inc. 0.06% New 2,420 $325K
Redmont Wealth Advisors LLC 0.56% No change 2,410 $324K
Slocum, Gordon & Co LLP 0.27% No change 2,410 $324K
Schwallier Wealth Management LLC 0.25% New 2,404 $323K
Baker Boyer National Bank 0.11% Add +3.3% 2,403 $323K
Constant Guidance Financial LLC 0.28% Reduce -60.6% 2,401 $323K
Board of the Pension Protection Fund 0.37% — 2,400 $322K
Compton Wealth Advisory Group, LLC 0.08% No change 2,393 $321K
Baskin Financial Services Inc. 0.03% No change 2,394 $321K
Able Wealth Management LLC 0.21% New 2,389 $321K
AJ Advisors, LLC 0.17% Add +4.8% 2,379 $319K
Gordian Advisors LLC 0.25% Add +5.0% 2,372 $319K
Squire Investment Management Company, LLC 0.14% Add +4.0% 2,360 $317K
Harbor Group, Inc. 0.07% Add +0.8% 2,348 $315K
OxenFree Capital LLC 0.24% Add +0.2% 2,345 $315K
Insight Inv LLC 0.22% New 2,344 $315K
Promus Capital, LLC 0.24% — 2,340 $314K
Cottonwood Capital Advisors, LLC 0.22% Reduce -66.8% 2,328 $313K
Fortune Financial Advisors, LLC 0.28% Add +1.3% 2,312 $310K
Carlson Capital, L.P. 0.18% New 2,300 $309K
Verus Financial Partners, Inc. 0.03% New 2,270 $309K
Retirement Solution LLC 0.08% Reduce -9.6% 2,297 $309K
Sage Financial Group Inc. 0.02% Reduce -2.8% 2,295 $308K
Bay Harbor Wealth Management, LLC 0.10% Reduce -15.2% 2,294 $308K
NBW Capital LLC 0.06% Reduce -8.4% 2,287 $307K
Salomon & Ludwin, LLC 0.03% Add +0.0% 2,279 $306K
Retirement Wealth Solutions LLC 0.26% — 2,241 $305K
Pinnacle Wealth Management Group, Inc. 0.19% No change 2,265 $304K
Auxier Asset Management LLC 0.05% Add +4.6% 2,265 $304K
OMNI 360 Wealth, Inc. 0.20% Reduce -79.9% 2,259 $303K
Hutchinson Capital Management 0.06% Add +6.8% 2,255 $303K
GK Wealth Management LLC 0.38% — 2,254 $303K
KMT Wealth Management, LLC 0.24% — 2,250 $302K
Strategic Equity Management 0.13% Add +1.4% 2,239 $301K
Global Wealth Management, LLC 0.19% Add +4.4% 2,235 $300K
Foundation Wealth Management, LLC 0.23% Reduce -19.2% 2,226 $299K
Strategic Financial Partners, Ltd. 0.15% New 2,220 $298K
BHK Investment Advisors, LLC 0.11% Reduce -3.3% 2,220 $298K
Total Wealth Planning, LLC 0.05% Reduce -2.5% 2,217 $298K
Garda Capital Partners LP 0.24% New 2,212 $297K
Lakewood Asset Management LLC 0.20% Reduce -5.1% 2,212 $297K
Plan Group Financial, LLC 0.16% Reduce -7.4% 2,201 $296K
Buttonwood Financial Advisors Inc. 0.13% Reduce -27.5% 2,201 $296K
MSA Advisors, LLC 0.07% No change 2,200 $295K
Valued Wealth Advisors LLC 0.18% Reduce -20.5% 2,198 $295K
Red Crane Wealth Management, LLC 0.28% — 2,198 $295K
Eldridge Investment Advisors, Inc. 0.07% Reduce -18.5% 2,200 $295K
Paradigm, Strategies in Wealth Management, LLC 0.19% Add +0.1% 2,185 $293K
Noble Wealth Management PBC 0.20% — 2,180 $293K
Plum Street Advisors, LLC 0.14% New 2,170 $291K
Prism Advisors, Inc. 0.09% Reduce -0.3% 2,158 $290K
Seneca House Advisors 0.12% New 2,155 $289K
Sentinel Pension Advisors, LLC 0.05% Add +0.2% 2,155 $289K
Ballentine Capital Advisors, Inc 0.15% No change 2,150 $289K
Aurdan Capital Management, LLC 0.11% — 2,146 $288K
Andina Capital Management, LLC 0.23% Reduce -8.8% 2,146 $288K
Lorne Steinberg Wealth Management Inc. 0.08% No change 2,145 $288K
FPC Investment Advisory, Inc. 0.21% Add +726.5% 2,397 $288K
VSM Wealth Advisory, LLC 0.10% — 2,137 $287K
Probity Advisors, Inc. 0.06% New 2,135 $287K
Heron Bay Capital Management 0.06% New 2,131 $286K
R Squared Ltd 0.28% — 2,131 $286K
Prairieview Wealth Partners, LLC 0.31% No change 2,130 $286K
North Point Portfolio Managers Corp. 0.05% Reduce -0.5% 2,130 $286K
Blake Schutter Theil Wealth Advisors, LLC 0.30% Reduce -88.8% 2,126 $286K
William Howard & Co Financial Advisors Inc 0.26% New 2,126 $285K
Oliver Luxxe Assets LLC 0.05% No change 2,345 $285K
TAP Consulting, LLC 0.06% Add +0.4% 2,115 $284K
Rockport Wealth LLC 0.13% Reduce -98.4% 2,107 $283K
IMG Wealth Management, Inc. 0.26% — 2,104 $283K
Villere St Denis J & Co. LLC 0.03% Reduce -0.9% 2,100 $282K
A. D. Beadell Investment Counsel, Inc. 0.23% No change 2,102 $282K
Highland Financial Advisors, LLC 0.10% New 2,098 $282K
Erickson Financial Group, LLC 0.20% No change 2,095 $281K
Disciplined Investors, L.L.C. 0.27% — 2,109 $281K
Alpha Financial Advisors, LLC 0.13% Add +3.2% 2,090 $281K
Infinity Wealth Counsel, LLC 0.30% — 2,087 $280K
SWP Financial LLC 0.17% Add +1.0% 2,086 $280K
Disciplina Capital Management LLC 0.05% No change 2,080 $279K
Private Capital Management, LLC 0.03% Reduce -1.2% 2,070 $278K
FC Advisory LLC 0.09% No change 2,066 $277K
ODonnell Financial Services, LLC 0.12% No change 2,088 $277K
Seneschal Advisors, LLC 0.23% — 2,062 $277K
Babb Wealth Advisors LLC 0.22% — 2,052 $276K
True Link Financial Advisors, LLC 0.02% Reduce -4.7% 2,051 $275K
Spectrum Planning & Advisory Services Inc. 0.24% Add +0.1% 2,045 $275K
Elevate Capital Advisors, LLC 0.24% — 2,031 $273K
Diamant Asset Management, Inc. 0.17% No change 2,030 $273K
Friedenthal Financial 0.16% Add +0.1% 2,029 $272K
Apex Wealth Management, LLC 0.23% — 2,026 $272K
Stance Capital LLC 0.17% — 2,025 $272K
Buska Wealth Management, LLC 0.09% New 2,023 $272K
Websterrogers Financial Advisors, LLC 0.09% Add +4.4% 2,021 $271K
Echo Wealth Management, LLC 0.19% Reduce -16.7% 2,017 $271K
Holland Advisory Services, Inc. 0.35% Reduce -37.0% 2,017 $271K
NFC Investments, LLC 0.07% No change 2,014 $270K
Carbahal Olsen Financial Services Group, LLC 0.25% — 2,006 $269K
Zimmermann Investment Management & Planning LLC 11.85% — 2,000 $269K
EJF Capital LP 0.18% Reduce -33.3% 2,000 $269K
IMPACTfolio, LLC 0.14% Reduce -5.6% 2,000 $269K
Selway Asset Management 0.11% New 2,000 $269K
Van Strum & Towne Inc. 0.09% New 2,000 $269K
Torray Investment Partners LLC 0.04% No change 2,000 $269K
Alaska Permanent Capital Management, LLC 0.02% New 2,000 $269K
Mawer Investment Management Ltd. 0.00% New 2,000 $269K
Tableaux LLC 0.22% — 1,994 $268K
Alaska Wealth Advisors, LLC 0.04% Reduce -31.1% 1,992 $268K
Joel Adams & Associates, Inc. 0.24% — 1,990 $267K
Pacifica Partners Inc. 0.12% Reduce -20.1% 1,925 $266K
Arlington Financial Advisors, LLC 0.05% Reduce -0.9% 1,982 $266K
Joule Financial, LLC 0.09% Reduce -24.3% 1,981 $266K
Powers Advisory Group, LLC 0.13% No change 1,975 $265K
Long Island Wealth Management, Inc. 0.17% No change 1,970 $265K
Financial Network Wealth Advisors LLC 0.49% Reduce -68.9% 1,964 $264K
CoreFirst Bank & Trust 0.16% Reduce -1.5% 1,960 $263K
Prodigy Asset Management LLC 0.22% — 1,960 $263K
Argent Advisors, Inc. 0.10% New 1,960 $263K
Accredited Wealth Management, LLC 0.23% — 1,955 $263K
Optimist Retirement Group LLC 0.12% Reduce -1.9% 1,954 $262K
Bull Oak Capital, LLC 0.15% No change 1,950 $262K
ADAPT Investment Managers SA 0.12% — 1,900 $260K
Spectrum Asset Management, Inc. (NB/CA) 0.12% Add +6.3% 1,935 $260K
Alhambra Investment Management LLC 0.13% Add +5.0% 1,933 $260K
Investment Planning Advisors, Inc. 0.11% Reduce -14.6% 1,918 $258K
JLB & Associates Inc. 0.04% No change 1,917 $257K
Keystone Financial Group, Inc. 0.21% — 1,915 $257K
ShankerValleau Wealth Advisors, Inc. 0.08% No change 1,910 $256K
Moneywise, Inc. 0.13% Reduce -18.1% 1,904 $256K
Graham Capital Wealth Management, LLC 0.22% Add +0.4% 1,901 $255K
Tillman Hartley LLC 0.07% Reduce -20.8% 1,900 $255K
Guardian Wealth Management, Inc. 0.17% Reduce -4.6% 1,890 $254K
Rock Point Advisors, LLC 0.07% Add +5.6% 1,890 $254K
BTS Asset Management, Inc. 0.25% New 1,888 $254K
POM Investment Strategies, LLC 0.19% Add +0.9% 1,886 $253K
Wilkins Miller Wealth Management, LLC 0.26% — 1,878 $252K
Obsidian Personal Planning Solutions LLC 0.12% Add +7.2% 2,098 $252K
Innovative Wealth Building LLC 0.23% — 1,867 $251K
Dahring | Cusmano LLC 0.23% — 1,866 $251K
Rainey & Randall Wealth Advisors Inc. 0.05% New 1,863 $250K
Steph & Co. 0.08% Reduce -27.7% 1,859 $250K
Horan Capital Advisors, LLC. 0.08% Add +11.2% 1,848 $248K
Solano Wealth Investment Advisors LLC 0.15% — 1,845 $248K
Financial Partners Group, LLC 0.10% New 1,843 $248K
AlphaMark Advisors, LLC 0.11% Add +36.2% 1,843 $247K
Mokosak Advisory Group, LLC 0.07% New 1,836 $247K
Millington Financial Advisors, LLC 0.14% Reduce -6.5% 2,110 $246K
Certior Financial Group, LLC 0.22% — 1,832 $246K
Accretive Wealth Partners, LLC 0.10% No change 1,830 $246K
Chronos Wealth Management, LLC 0.13% No change 1,827 $245K
Reliant Investment Management, LLC 0.11% Reduce -2.1% 1,825 $245K
Oak Wealth Advisors LLC 0.19% — 1,820 $244K
WFA Asset Management Corp 0.13% Reduce -39.0% 1,811 $243K
Loudon Investment Management, LLC 0.14% Reduce -2.7% 1,810 $243K
Cortland Associates Inc. 0.03% Reduce -2.7% 1,800 $242K
Gould Asset Management LLC 0.05% New 1,802 $242K
Drexel Morgan & Co. 0.05% No change 1,800 $242K
Trust Co of Kansas 0.12% Reduce -13.8% 1,796 $241K
Chico Wealth RIA 0.21% Add +1.3% 1,776 $238K
Corrado Advisors, LLC 0.16% Reduce -15.1% 1,772 $238K
Wilson & Boucher Capital Management, LLC 0.17% Add +14.6% 1,771 $238K
Wynn Capital, LLC 0.15% Reduce -5.9% 1,769 $238K
CWS Financial Advisors, LLC 0.08% Reduce -9.9% 1,766 $237K
Clientfirst Wealth Management, LLC 0.24% — 1,750 $235K
Nicholson Wealth Management Group, LLC 0.16% New 1,750 $235K
Jim Saulnier & Associates, LLC 0.20% Reduce -9.1% 1,745 $234K
F&V Capital Management, LLC 0.06% New 1,738 $233K
Conscious Wealth Investments, LLC 0.16% Reduce -10.1% 1,683 $232K
Sentry LLC 0.04% Reduce -46.4% 1,722 $231K
Signature Resources Capital Management, LLC 0.21% Add +2.4% 1,716 $230K
Hamel Associates, Inc. 0.07% Reduce -20.8% 1,713 $230K
Summit Investment Advisory Services, LLC 0.12% No change 1,708 $229K
Acas, LLC 0.17% New 1,837 $229K
Arista Wealth Management, LLC 0.05% New 1,706 $229K
Consultiva Wealth Management, Corp. 1.15% New 1,700 $228K
Ravenstone Capital Management Inc. 0.13% Add +750.0% 1,700 $228K
Shayne & Jacobs, LLC 0.06% Reduce -5.9% 1,693 $227K
Tilson Financial Group, Inc. 0.09% New 1,689 $227K
Davis Wealth Advisors, LLC 0.25% — 1,689 $227K
Schiavi & Co LLC 0.09% No change 1,685 $226K
Ferguson Shapiro LLC 0.08% New 1,682 $226K
Gutierrez Wealth Advisory, LLC 0.18% — 1,668 $224K
Tealwood Asset Management Inc. 0.09% New 1,668 $224K
ETF Store, Inc. 0.28% Reduce -55.1% 1,666 $224K
Investors Research Corp 0.05% Reduce -5.7% 1,662 $223K
Tower Wealth Partners, Inc. 0.12% New 1,661 $223K
Vawter Financial, Ltd. 0.13% New 1,648 $221K
Dupree Financial Group, LLC 0.11% Reduce -17.1% 1,644 $221K
Seaside Wealth Management, Inc. 0.08% New 1,642 $221K
GEN Financial Management, INC. 0.14% — 1,639 $220K
Vista Finance, LLC 0.23% Reduce -10.4% 1,636 $220K
Mraz, Amerine & Associates, Inc. 0.04% New 1,625 $218K
Thompson Investment Management, Inc. 0.03% Add +0.1% 1,621 $218K
Eagle Ridge Investment Management 0.02% New 1,618 $217K
Pacific Financial Group Inc. 0.16% New 1,611 $216K
Forum Private Client Group LLC 0.10% New 1,608 $216K
Tenon Financial LLC 0.14% New 1,560 $216K
Check Capital Management Inc. 0.01% New 1,600 $215K
ClearAlpha Technologies LP 0.18% Reduce -59.7% 1,600 $215K
Massachusetts Institute of Technology 0.03% New 1,600 $215K
LBJ Family Wealth Advisors, Ltd. 0.13% New 1,592 $214K
Ade, LLC 0.13% New 1,590 $214K
swisspartners Advisors Ltd 0.23% No change 1,750 $213K
Wilsey Asset Management Inc. 0.04% New 1,582 $212K
Platinum Investment Management Ltd. 0.01% Add +109.3% 1,582 $212K
Arbor Investment Advisors, LLC 0.03% New 1,568 $211K
Professional Financial Advisors, LLC 0.05% New 1,564 $210K
Advantage Trust Co 0.12% No change 1,560 $209K
Centennial Bank 0.10% Add +5.2% 1,556 $209K
Fosun International Ltd 0.07% New 1,550 $208K
ALM First Financial Advisors, LLC 0.05% New 1,550 $208K
Watchman Group, Inc. 0.05% New 1,549 $208K
RW Investment Management LLC 0.03% New 1,545 $207K
Strathmore Capital Advisors, Inc. 0.15% — 1,545 $207K
Sterling Financial Planning, Inc. 0.08% New 1,543 $207K
Tectonic Advisors LLC 0.01% Reduce -32.8% 1,542 $207K
Melone Private Wealth, LLC 0.11% New 1,541 $207K
AllGen Financial Advisors, Inc. 0.07% New 1,540 $207K
Stegent Equity Advisors, Inc. 0.21% Reduce -53.6% 1,540 $207K
Walker Financial Services, Inc. 0.12% New 1,534 $206K
Armbruster Capital Management, Inc. 0.04% New 1,530 $205K
Anchor Capital Advisors LLC 0.01% New 1,530 $205K
Deseret Mutual Benefit Administrators 0.10% Reduce -14.4% 1,527 $205K
Colton Groome Financial Advisors, LLC 0.08% New 1,527 $205K
HFG Wealth Management, LLC 0.13% New 1,680 $204K
Kelman-Lazarov, Inc. 0.04% Reduce -14.1% 1,512 $203K
Eagle Rock Investment Company, LLC 0.03% Reduce -31.2% 1,504 $202K
White Pine Investment CO 0.05% New 1,505 $202K
Northwest Quadrant Wealth Management, LLC 0.05% New 1,500 $201K
Virginia Wealth Management Group, Inc. 0.12% New 1,500 $201K
BCK Partners, Inc. 0.12% New 1,500 $201K
Conestoga Capital Advisors, LLC 0.00% New 1,500 $201K
Burt Wealth Advisors 0.05% New 1,496 $201K
Socha Financial Group, LLC 0.09% New 1,491 $200K
Robinswood Financial LLC 0.07% Reduce -0.8% 1,463 $197K
Prudent Man Investment Management, Inc. 0.11% — 1,448 $194K
Compass Wealth Management LLC 0.05% Reduce -3.3% 1,429 $192K
Turim 21 Investimentos Ltda. 0.05% No change 1,540 $185K
Stuart Chaussee & Associates, Inc. 0.05% Add +133.1% 1,375 $185K
Sellwood Investment Partners LLC 0.10% — 1,370 $184K
Aster Capital Management (DIFC) Ltd 0.07% Reduce -98.4% 1,335 $179K
Horizons Wealth Management 0.14% No change 1,320 $177K
WealthTrak Capital Management LLC 0.15% — 1,310 $176K
Knott David M Jr 0.06% No change 1,280 $172K
Navera Investment Management Ltd. 0.00% No change 1,250 $168K
LFA - Lugano Financial Advisors SA 0.11% Add +29.2% 1,240 $167K
Mizuho Securities Co. Ltd. 2.51% Reduce -97.3% 1,210 $166K
10Elms LLP 0.21% — 1,230 $165K
Winnacle Wealth LLC 0.16% — 1,216 $163K
Halbert Hargrove Global Advisors, LLC 0.01% New 1,193 $160K
Frazier Financial Advisors, LLC 0.13% Reduce -44.7% 1,159 $159K
Matrix Trust Co 0.03% New 1,156 $155K
ZynergyRetirementPlanningLLC 0.11% No change 1,271 $154K
Breakwater Investment Management 0.06% Reduce -78.0% 1,130 $152K
Atlantic Private Wealth, LLC 0.11% Reduce -4.3% 1,105 $148K
Paloma Partners Management Co 0.01% Reduce -98.7% 1,089 $146K
1620 Investment Advisors, Inc. 0.11% Add +160.3% 1,088 $146K
LGT Financial Advisors LLC 0.32% Reduce -57.6% 1,080 $145K
Greenline Partners, LLC 0.02% New 1,077 $145K
Palouse Capital Management, Inc. 0.10% New 1,070 $144K
Arcadia Investment Advisors LLC 0.08% Add +3.6% 1,067 $143K
Coston, McIsaac & Partners 0.04% Add +2.9% 1,070 $143K
IFS Advisors, LLC 0.11% Add +17.1% 1,060 $142K
Hopwood Financial Services, Inc. 0.11% — 1,041 $140K
Founders Capital Management 0.09% Add +4.0% 1,030 $138K
Investment Counsel Co. of Nevada 0.35% — 1,030 $138K
Tanglewood Legacy Advisors, LLC 0.06% No change 1,006 $135K
MidAtlantic Capital Management, Inc. 0.10% No change 1,001 $134K
7G Capital Management, LLC 0.12% No change 1,000 $134K
Kings Path Partners LLC 0.06% Reduce -50.0% 1,000 $134K
Gladstone Capital Management LLP 0.01% Reduce -99.8% 1,000 $134K
Evergreen Private Wealth LLC 0.06% No change 988 $133K
TCTC Holdings, LLC 0.00% Add +3.0% 984 $132K
AlphaQuest LLC 0.02% Reduce -80.1% 959 $129K
Wingate Wealth Advisors, Inc. 0.12% — 941 $126K
Curio Wealth, LLC 0.07% — 934 $125K
Ecofi Investissements SA 0.08% No change 1,000 $124K
Kapitalo Investimentos Ltda 0.08% New 918 $123K
Safe Harbor Fiduciary, LLC 0.12% No change 904 $121K
Ruedi Wealth Management, Inc. 0.04% No change 890 $120K
Compass Planning Associates Inc 0.12% — 890 $120K
Glynn Capital Management LLC 0.03% Reduce -10.3% 876 $118K
XY Capital Ltd 0.13% New 870 $117K
Fiduciary Advisors, Inc. 0.12% — 857 $115K
Cetera Trust Company, N.A 0.07% No change 820 $110K
E Fund Management (Hong Kong) Co., Ltd. 0.09% Reduce -64.6% 801 $108K
Peoples Financial Services Corp. 0.05% Reduce -2.1% 783 $105K
Bellevue Group AG 0.00% Add +4.9% 751 $101K
Compass Financial Services Inc 0.06% — 735 $99K
VELA Investment Management, LLC 0.03% Add +12.3% 733 $98K
Vermillion & White Wealth Management Group, LLC 0.07% No change 713 $96K
Peoples Bank 0.06% No change 690 $93K
Principia Wealth Advisory, LLC 0.08% — 663 $89K
Grayhawk Investment Strategies Inc. 0.16% No change 640 $86K
HBC Financial Services, PLLC 0.05% Add +11.3% 640 $85K
Carolina Wealth Advisors, LLC 0.04% Reduce -47.9% 610 $82K
Bayforest Capital Ltd 0.09% — 553 $74K
Red Tortoise LLC 0.04% Add +3.6% 549 $74K
Redwood Park Advisors LLC 0.06% — 535 $72K
PayPay Securities Corp 3.09% Reduce -23.7% 530 $71K
Delos Wealth Advisors, LLC 0.05% Add +134.8% 493 $66K
Lam Group, Inc. 0.04% No change 440 $59K
Caitong International Asset Management Co., Ltd 0.06% — 436 $59K
Gleason Group, Inc. 0.01% Add +52.9% 428 $58K
Acima Private Wealth, LLC 0.02% No change 410 $55K
LSV Asset Management 0.00% New 402 $54K
Lummis Asset Management, LP 0.07% No change 400 $54K
Copia Wealth Management 0.05% — 375 $50K
PMV Capital Advisers, LLC 0.13% — 358 $48K
Pflug Koory, LLC 0.00% Reduce -63.8% 358 $48K
Granite FO LLC 0.03% No change 350 $47K
West Financial Advisors, LLC 0.01% Add +14.3% 343 $46K
Lowe Wealth Advisors, LLC 0.02% New 341 $46K
DHJJ Financial Advisors, Ltd. 0.02% No change 340 $46K
Criterion Capital Advisors, LLC 0.03% No change 359 $44K
Luken Investment Analytics, LLC 0.02% New 300 $40K
Elkhorn Partners Limited Partnership 0.03% Reduce -40.0% 300 $40K
Vision Financial Markets LLC 0.04% — 281 $38K
Horrell Capital Management, Inc. 0.01% No change 261 $35K
Koesten, Hirschmann & Crabtree, INC. 0.02% Add +160.0% 260 $35K
Legend Financial Advisors, Inc. 0.02% New 250 $34K
Financial Connections Group, Inc. 0.02% Reduce -28.7% 248 $33K
FLP Wealth Management, LLC 0.08% — 236 $32K
O'Brien Wealth Partners LLC 0.01% Add +18.9% 226 $30K
Hoese & Co LLP 0.03% Reduce -69.4% 220 $30K
CGC Financial Services, LLC 0.01% No change 210 $28K
Tacita Capital Inc 0.02% New 207 $28K
Christopher J. Hasenberg, Inc 0.01% Add +1.0% 202 $27K
Studio Investment Management LLC 0.01% Reduce -50.0% 200 $27K
ROSS\JOHNSON & Associates LLC 0.62% — 200 $27K
Accordant Advisory Group Inc 0.03% No change 200 $27K
Your Advocates Ltd., LLP 0.01% No change 180 $24K
ESL Trust Services, LLC 0.01% No change 170 $23K
Bruce G. Allen Investments, LLC 0.02% Reduce -2.4% 165 $22K
Syntax Research, Inc. 0.02% No change 160 $21K
Battery Global Advisors, LLC 0.01% No change 150 $20K
Teachers Insurance & Annuity Association of America 0.03% No change 150 $20K
Kathleen S. Wright Associates Inc. 0.01% No change 150 $20K
Dixon Mitchell Investment Counsel Inc. 0.00% New 146 $20K
Longfellow Investment Management Co. LLC 0.00% No change 140 $19K
Innovative Advisory Group, LLC 0.01% — 120 $16K
Broadwater Capital Management LLC 0.01% No change 120 $16K
S&T Bank 0.01% New 119 $16K
Mendota Financial Group, LLC 0.01% Reduce -29.0% 110 $15K
Roble, Belko & Company, Inc 0.00% Add +48.5% 98 $13K
Lanark Financial, Inc. 1.04% — 84 $11K
Conquis Financial LLC 0.01% — 75 $10K
McClarren Financial Advisors, Inc. 0.03% Reduce -42.9% 80 $10K
Perritt Capital Management Inc 0.01% Add +46.0% 73 $10K
SIMA Wealth Partners, LLC 0.01% New 73 $10K
Clarity Asset Management, Inc. 0.00% Reduce -58.9% 51 $7K
Family CFO Inc 0.00% New 50 $7K
RE Dickinson Investment Advisors, LLC 0.01% No change 50 $7K
DB Fitzpatrick & Co, Inc 0.00% Add +15.2% 38 $5K
Cordant, Inc. 0.00% No change 10 $1K
Campbell Capital Management Inc. 0.00% New 10 $1K

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