NvidiaNVDA

13F holders, Q2 2025 (June 30)
5,294holders +155
281new positions
129sold out
27famous investors
$157.92avg. 13F price*

At the end of Q2 2025, 5,294 institutions reported holding Nvidia Corp. (NVDA) in their 13F filings, up 155 from Q1 2025. 281 opened new positions and 129 sold out. The largest holders were Vanguard Group Inc. ($352.7B), BlackRock, Inc. ($301.7B) and FMR LLC ($157.7B). 27 famous investors held it, including Peter Thiel (40.1% of Thiel Macro's portfolio), Brad Gerstner (18.8% of Altimeter Capital Management's portfolio) and Alex Sacerdote (7.9% of Whale Rock Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions281$5.1B
Exits129$6.4B

All 13F filers, Q1 2025 → Q2 2025: 657,759,753 shares bought and 355,798,521 shares sold, net +301,961,232 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5,294 holders

Vanguard Group Inc. 5.71% Add +1.8% 2,232,444,958 $352.7B
BlackRock, Inc. 5.78% Add +0.4% 1,909,788,972 $301.7B
FMR LLC 8.91% Reduce -0.4% 997,977,839 $157.7B
State Street Corp. 5.80% Add +1.0% 978,208,862 $154.6B
Geode Capital Management, LLC 6.39% Add +1.5% 579,213,497 $91.2B
JPMorgan Chase & Co. 5.03% Add +9.8% 462,586,867 $73.1B
T. Rowe Price Associates Inc. 7.29% Add +8.4% 406,325,355 $64.2B
Morgan Stanley 3.36% Reduce -5.4% 325,710,808 $51.5B
Norges Bank 6.41% Add +4.3% 325,253,897 $51.4B
Northern Trust Corp. 5.67% Reduce -0.7% 261,151,459 $41.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 7.60% Add +14.9% 237,522,286 $37.5B
Bank of America Corp. 2.57% Reduce -3.9% 201,700,615 $31.9B
Legal & General Group Plc 7.00% Add +1.5% 178,593,475 $28.2B
Goldman Sachs Group Inc. 4.09% Add +15.4% 160,027,054 $25.3B
Bank of New York Mellon Corp 4.69% Reduce -6.5% 156,933,448 $24.8B
Charles Schwab Investment Management Inc. 4.25% Add +3.0% 155,668,775 $24.6B
Nuveen, LLC 6.51% Add +6.8% 148,747,792 $23.5B
Wellington Management Group LLP 4.20% Add +6.8% 146,233,293 $23.1B
Capital World Investors 3.29% Add +2.4% 142,977,540 $22.6B
Capital Research Global Investors 4.51% Add +48.0% 142,481,147 $22.5B
Invesco Ltd. 3.72% Add +4.2% 138,227,396 $21.8B
Amundi 6.76% Reduce -8.9% 123,639,727 $19.4B
Alliancebernstein L.P. 5.94% Add +2.5% 115,252,728 $18.2B
Barclays PLC 6.44% Add +14.4% 100,839,664 $15.9B
Franklin Resources Inc. 4.22% Reduce -2.1% 99,316,291 $15.7B
Ameriprise Financial Inc. 3.87% Add +3.6% 99,050,772 $15.7B
Capital International Investors 2.66% Reduce -2.3% 97,126,641 $15.3B
UBS Group AG 3.18% Reduce -5.2% 96,193,013 $15.2B
Royal Bank of Canada 2.94% Add +3.7% 95,533,929 $15.1B
Dimensional Fund Advisors LP 3.42% Reduce -3.1% 93,489,826 $14.8B
Jennison Associates LLC 8.52% Add +1.8% 90,962,458 $14.4B
Deutsche Bank AG 5.11% Add +2.9% 87,763,215 $13.9B
Janus Henderson Group PLC 6.59% Add +4.3% 85,029,341 $13.4B
Fisher Asset Management 5.18% Reduce -9.1% 82,511,422 $13.0B
Swiss National Bank 6.99% Add +6.9% 73,861,400 $11.7B
HSBC Holdings PLC 6.80% Reduce -16.5% 66,613,609 $10.5B
American Century Companies Inc. 5.70% Reduce -0.2% 66,211,369 $10.5B
Sumitomo Mitsui Trust Group, Inc. 6.39% Add +1.8% 64,950,336 $10.3B
California Public Employees Retirement System 6.51% Add +10.7% 64,728,856 $10.2B
Bank of Montreal 4.90% Reduce -13.4% 61,101,701 $9.7B
Massachusetts Financial Services Co. 2.88% Reduce -1.7% 57,362,545 $9.1B
Wells Fargo & Company 2.00% Reduce -4.2% 57,317,603 $9.1B
Baillie Gifford & Co. 5.79% Add +4.6% 49,063,121 $7.8B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 7.98% Add +27.1% 48,254,087 $7.6B
Mitsubishi UFJ Asset Management Co., Ltd. 6.07% Add +6.5% 48,115,451 $7.6B
National Pension Service 6.35% Reduce -2.4% 46,535,267 $7.4B
Citigroup Inc. 5.12% Reduce -9.3% 46,516,050 $7.3B
Rhumbline Advisers 6.09% Reduce -1.0% 45,007,259 $7.1B
Swedbank AB 7.68% Add +4.3% 43,234,092 $6.8B
Loomis Sayles & Co. L P 8.32% Reduce -1.0% 41,960,289 $6.6B
Van Eck Associates Corp. 7.50% Reduce -0.2% 41,632,497 $6.6B
California State Teachers Retirement System 6.70% Add +0.2% 38,187,028 $6.0B
Nordea Investment Management AB 5.53% Add +3.0% 37,839,683 $6.0B
Canada Pension Plan Investment Board 4.95% Add +7.1% 36,610,091 $5.8B
Principal Financial Group Inc. 2.96% Add +1.3% 35,488,173 $5.6B
Voya Investment Management LLC 6.38% Add +5.0% 35,236,144 $5.6B
Clearbridge Investments, LLC 4.50% Add +3.1% 35,019,508 $5.5B
BNP Paribas Financial Markets 4.37% Reduce -2.9% 34,969,013 $5.5B
Schroder Investment Management Group 4.64% Add +8.4% 34,736,565 $5.5B
Raymond James Financial Inc. 1.88% Add +2.4% 34,627,250 $5.5B
Clear Street LLC 31.98% Add +470.4% 34,285,255 $5.4B
Victory Capital Management Inc. 3.46% Add +73.0% 33,641,781 $5.3B
National Bank of Canada 5.41% Reduce -17.5% 31,730,126 $5.0B
LPL Financial LLC 1.66% Add +8.8% 31,445,567 $5.0B
Softbank Group Corp. 19.34% No change 30,526,556 $4.8B
Donor Advised Charitable Giving, Inc. 98.50% Reduce -2.8% 30,426,920 $4.8B
New York State Common Retirement Fund 6.06% Reduce -0.1% 28,815,509 $4.6B
Arrowstreet Capital, Limited Partnership 3.17% Reduce -46.8% 28,385,489 $4.5B
TD Asset Management Inc 3.65% Add +6.7% 27,087,627 $4.3B
Neuberger Berman Group LLC 3.26% Add +2.8% 26,792,378 $4.2B
Prudential Financial Inc. 5.15% Add +4.4% 25,239,394 $4.0B
Ensign Peak Advisors, Inc 6.73% Add +3.8% 24,878,173 $3.9B
Pictet Asset Management Holding SA 3.97% Add +5.6% 24,692,032 $3.9B
T. Rowe Price Investment Management, Inc. 2.44% Reduce -0.7% 24,411,754 $3.9B
Robeco Institutional Asset Management B.V. 6.12% Add +10.2% 23,975,126 $3.8B
CANADA LIFE ASSURANCE Co 5.92% Add +2.6% 23,608,170 $3.7B
State Board of Administration of Florida Retirement System 6.38% Add +0.3% 22,770,084 $3.6B
Adage Capital Partners Gp, L.L.C. 6.00% Add +0.2% 22,538,210 $3.6B
Russell Investments Group, Ltd. 4.50% Add +4.7% 22,269,379 $3.5B
Universal- Beteiligungs- und Servicegesellschaft mbH 6.34% Add +0.8% 22,156,349 $3.5B
Bessemer Group Inc. 5.67% Add +0.9% 22,110,948 $3.5B
Envestnet Asset Management Inc. 1.01% Add +4.6% 21,961,065 $3.5B
Manufacturers Life Insurance Company, The 3.13% Reduce -5.8% 21,923,154 $3.5B
Sands Capital Management, LLC 9.78% Add +8.2% 21,557,208 $3.4B
ProShare Advisors LLC 6.66% Add +5.2% 21,123,460 $3.3B
New York State Teachers Retirement System 6.86% Reduce -0.2% 20,746,960 $3.3B
Macquarie Group Ltd. 4.03% Add +6.7% 20,742,072 $3.3B
Allianz Asset Management GmbH 4.38% Reduce -5.6% 20,711,923 $3.3B
D. E. Shaw & Co. 3.41% Add +66.8% 20,324,463 $3.2B
Primecap Management Co. 2.54% Reduce -1.1% 20,322,650 $3.2B
Aberdeen Group plc 5.36% Add +5.2% 19,946,871 $3.2B
Aviva PLC 6.51% Add +4.8% 19,911,917 $3.1B
AQR Capital Management 2.54% Add +2.2% 19,624,757 $3.1B
Toronto Dominion Bank 6.60% Add +20.7% 19,298,022 $3.0B
Mariner, LLC 4.33% Add +0.3% 19,003,313 $3.0B
Korea Investment CORP 6.64% Reduce -4.4% 18,897,274 $3.0B
Danske Bank A/S 7.33% Add +9.8% 18,674,114 $3.0B
Nomura Asset Management Co. Ltd. 8.09% Add +5.4% 18,658,903 $2.9B
Bank of Nova Scotia 5.97% Reduce -21.8% 18,384,757 $2.9B
Stifel Financial Corp. 2.79% Add +0.3% 18,173,525 $2.9B
Brown Advisory Inc. 3.62% Reduce -5.0% 17,382,845 $2.7B
Natixis Advisors, LLC 4.33% Add +14.8% 17,262,446 $2.7B
Sei Investments Co. 3.16% Add +8.0% 17,246,524 $2.7B
Winslow Capital Management, LLC 9.03% Add +5.7% 17,108,401 $2.7B
Assenagon Asset Management S.A. 4.26% Reduce -52.3% 17,004,281 $2.7B
Natixis 13.36% Add +6.5% 16,918,474 $2.7B
KBC Group NV 7.15% Add +13.6% 16,744,918 $2.6B
Royal London Asset Management Ltd. 6.03% Reduce -6.3% 16,718,652 $2.6B
Edgewood Management LLC 8.23% Reduce -16.0% 16,385,765 $2.6B
APG Asset Management N.V. 7.62% Add +1.1% 19,130,016 $2.6B
Zurcher Kantonalbank (Zurich Cantonalbank) 6.28% Add +7.4% 16,225,129 $2.6B
Chevy Chase Trust Holdings, LLC 7.40% Reduce -0.8% 16,093,544 $2.5B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 6.16% Reduce -0.4% 15,986,271 $2.5B
Fred Alger Management, LLC 10.56% Add +4.0% 14,937,552 $2.4B
Mitsubishi UFJ Trust & Banking Corp 5.31% Reduce -0.8% 14,519,059 $2.3B
Parnassus Investments, LLC 5.25% Add +0.2% 14,409,647 $2.3B
AXA S.A. 6.54% Add +3.3% 14,342,426 $2.3B
Caisse de depot et placement du Quebec 4.73% Add +15.0% 14,025,153 $2.2B
Storebrand Asset Management As 6.20% Add +1.0% 13,554,294 $2.1B
Acadian Asset Management LLC 4.39% Add +44.1% 13,471,111 $2.1B
State of Wisconsin Investment Board 5.20% Reduce -6.6% 13,449,309 $2.1B
Marshall Wace, LLP 2.50% Add +120.6% 13,227,790 $2.1B
Los Angeles Capital Management LLC 7.80% Add +10.3% 13,192,193 $2.1B
Healthcare of Ontario Pension Plan Trust Fund 4.06% Reduce -31.0% 12,708,544 $2.0B
Commonwealth Equity Services, LLC 2.64% Reduce -1.0% 12,663,951 $2.0B
Public Employees Retirement Association of Colorado 7.53% Reduce -0.7% 12,347,541 $2.0B
CIBC Private Wealth Group LLC 3.48% Reduce -4.2% 12,343,698 $2.0B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3.79% Reduce -5.4% 12,291,526 $1.9B
William Blair Investment Management, LLC 5.15% Add +0.6% 12,272,393 $1.9B
Mirae Asset Global Investments Co., Ltd. 6.67% Reduce -5.8% 12,116,987 $1.9B
Handelsbanken Fonder AB 6.67% Add +11.8% 11,889,713 $1.9B
Treasurer of the State of North Carolina 6.01% Add +7.1% 11,866,293 $1.9B
Tiger Global Management 5.43% Add +6.8% 11,709,752 $1.9B
Bank Julius Baer & Co. Ltd, Zurich 5.49% Add +7.8% 11,703,510 $1.8B
Coatue Management 5.06% Add +34.4% 11,488,529 $1.8B
Public Employees Retirement System of Ohio 5.88% Add +5.5% 11,045,650 $1.7B
Ninety One UK Ltd 4.09% Add +26.1% 11,032,293 $1.7B
STRS Ohio 6.44% Add +1.8% 10,926,459 $1.7B
Cerity Partners LLC 3.06% Add +1.0% 10,910,206 $1.7B
Asset Management One Co., Ltd. 5.35% Add +1.7% 10,794,932 $1.7B
Thrivent Financial for Lutherans 3.81% Add +4.6% 10,727,375 $1.7B
ING Groep NV 10.27% Add +3.5% 10,685,466 $1.7B
Skandinaviska Enskilda Banken AB (publ) 7.29% Add +1.6% 10,603,116 $1.7B
Man Group plc 3.67% Add +49.0% 10,536,531 $1.7B
1832 Asset Management L.P. 2.88% Add +72.0% 10,454,937 $1.7B
Susquehanna International Group, LLP 2.53% Add +11.0% 10,450,954 $1.7B
Mackenzie Financial Corp. 2.13% Add +29.4% 10,418,590 $1.6B
Fifth Third Bancorp 5.59% Reduce -0.8% 10,243,192 $1.6B
Rafferty Asset Management, LLC 5.32% Add +21.6% 10,209,511 $1.6B
Panagora Asset Management Inc. 7.25% Reduce -3.6% 10,179,214 $1.6B
PNC Financial Services Group, Inc. 1.03% Add +4.9% 10,092,364 $1.6B
Truist Financial Corp. 2.33% Add +2.7% 10,052,035 $1.6B
Jacobs Levy Equity Management, Inc. 6.14% Add +3.8% 9,908,124 $1.6B
DNB Asset Management AS 6.47% Reduce -14.2% 9,872,268 $1.6B
Polar Capital Holdings Plc 8.13% Add +1.9% 9,771,651 $1.5B
Holocene Advisors, LP 3.78% Add +91.6% 9,703,940 $1.5B
National Philanthropic Trust 20.52% Reduce -17.8% 9,698,027 $1.5B
Capstone Investment Advisors, LLC 15.52% Reduce -3.8% 9,480,906 $1.5B
KLP Kapitalforvaltning As 6.46% Add +2.2% 9,471,360 $1.5B
AustralianSuper Pty Ltd 7.53% Reduce -0.2% 9,409,773 $1.5B
Two Sigma Advisers, LP 3.03% Reduce -12.9% 9,361,800 $1.5B
Cibc World Markets Corp. 9.72% Reduce -4.2% 9,288,649 $1.5B
Corient Private Wealth LP 1.94% Add +0.5% 9,242,705 $1.5B
Creative Planning 1.23% Reduce -2.0% 9,143,670 $1.4B
Retirement Systems of Alabama 5.04% Add +1.8% 8,922,414 $1.4B
Lansforsakringar Fondforvaltning AB (publ) 7.99% Reduce -5.2% 8,816,643 $1.4B
Resona Asset Management Co.,Ltd. 6.78% Add +3.3% 8,769,738 $1.4B
Daiwa Securities Group Inc. 5.02% Add +4.5% 8,581,093 $1.4B
State of Tennessee, Department of Treasury 4.82% Reduce -3.0% 8,535,057 $1.3B
State of Michigan Retirement System 6.90% Reduce -0.1% 8,440,160 $1.3B
Rockefeller Capital Management L.P. 2.90% Add +8.2% 8,340,804 $1.3B
AMF Tjanstepension AB 8.76% Add +4.8% 8,328,234 $1.3B
Altimeter Capital Management 18.82% Add +15.4% 8,252,160 $1.3B
Allspring Global Investments Holdings, LLC 2.18% Add +8.4% 8,492,196 $1.3B
State of New Jersey Common Pension Fund D 5.03% Reduce -0.4% 8,209,521 $1.3B
Citadel Advisors 1.13% Add +414.0% 8,086,761 $1.3B
Swiss Life Asset Management Ltd 7.72% Add +7.9% 8,081,185 $1.3B
Millennium Management 1.18% Reduce -12.6% 8,075,059 $1.3B
Osaic Holdings, Inc. 2.25% Add +7.1% 8,203,220 $1.3B
US Bancorp \de 1.59% Add +0.9% 7,983,154 $1.3B
CI Investments Inc. 4.65% Add +3.6% 7,836,537 $1.2B
Temasek Holdings (Private) Ltd 4.80% Reduce -1.3% 7,832,823 $1.2B
Quantinno Capital Management LP 5.27% Add +46.3% 7,712,408 $1.2B
UniSuper Management Pty Ltd 8.14% Reduce -3.7% 7,691,737 $1.2B
Cardano Risk Management B.V. 15.50% Add +5.0% 7,662,543 $1.2B
Wealth Enhancement Advisory Services, LLC 2.00% Add +8.1% 7,575,703 $1.2B
Calamos Advisors LLC 7.50% Add +0.2% 7,577,630 $1.2B
Westfield Capital Management Co. LP 5.00% Add +2.8% 7,545,345 $1.2B
Federated Hermes, Inc. 2.24% Add +6.3% 7,519,089 $1.2B
Fayez Sarofim & Co 2.84% Add +10.9% 7,405,363 $1.2B
Cetera Investment Advisers 2.00% Add +2.8% 7,483,263 $1.2B
Teacher Retirement System of Texas 4.96% Reduce -5.7% 7,478,082 $1.2B
Candriam S.C.A. 6.81% Add +1.1% 7,427,994 $1.2B
Renaissance Technologies 1.56% Add +584.1% 7,422,744 $1.2B
Lord, Abbett & Co. LLC 3.91% Add +12.3% 7,328,232 $1.2B
HighTower Advisors, LLC 1.45% Add +2.5% 7,319,887 $1.2B
MetLife Investment Management, LLC 6.74% Reduce -0.3% 7,263,127 $1.1B
Bridgewater Associates 4.61% Add +154.4% 7,229,134 $1.1B
FIL Ltd 0.97% Add +2.2% 7,176,624 $1.1B
Alecta Tjanstepension Omsesidigt 5.31% Add +13.0% 7,173,600 $1.1B
Public Sector Pension Investment Board 4.82% Reduce -24.5% 7,145,054 $1.1B
Arizona State Retirement System 6.49% Reduce -1.2% 7,133,813 $1.1B
First Trust Advisors LP 0.91% Add +10.9% 7,109,887 $1.1B
Jane Street Group, LLC 1.84% Reduce -52.9% 7,104,604 $1.1B
Lazard Asset Management LLC 1.70% Add +26.4% 7,068,385 $1.1B
Hudson Bay Capital Management LP 8.20% Reduce -30.9% 7,024,302 $1.1B
Nisa Investment Advisors, LLC 4.99% Reduce -6.9% 7,010,022 $1.1B
King Luther Capital Management Corp. 4.81% Add +0.6% 6,959,868 $1.1B
TCW Group Inc. 8.35% Reduce -0.6% 6,745,597 $1.1B
Mirova US LLC 10.86% Add +23.0% 6,642,117 $1.0B
Forsta Ap-Fonden 6.84% Add +2.4% 6,583,800 $1.0B
Sustainable Growth Advisers, LP 5.33% Reduce -8.4% 6,534,572 $1.0B
Tredje AP-fonden 8.16% Add +16.5% 6,485,533 $1.0B
WCM Investment Management, LLC 2.33% Add +5.7% 6,470,999 $1.0B
Menora Mivtachim Holdings LTD. 5.85% Add +0.0% 6,440,985 $1.0B
Point72 Asset Management 2.53% Add +207.3% 6,421,284 $1.0B
DSM Capital Partners LLC 14.51% Reduce -3.8% 6,212,104 $981.5M
CIBC Asset Management Inc 3.08% Reduce -5.0% 6,212,526 $980.9M
Squarepoint Ops LLC 2.16% Add +2.7% 6,187,426 $977.6M
Axiom Investors LLC 7.99% Add +118.3% 6,164,363 $973.9M
Zurich Insurance Group Ltd 7.46% Add +14.8% 6,114,093 $966.0M
Xponance LLC 8.05% Add +4.6% 6,098,850 $963.6M
Worldquant Millennium Advisors LLC 4.75% Add +26.6% 6,053,054 $956.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 5.00% Add +6.8% 5,981,184 $945.0M
Czech National Bank 7.34% Add +6.0% 5,961,185 $941.8M
Northwestern Mutual Wealth Management Co. 0.68% Add +6.3% 5,867,958 $927.1M
Weiss Asset Management LP 17.36% Add +85.8% 5,843,559 $923.2M
Mairs & Power Inc. 9.07% Add +0.2% 5,812,871 $918.4M
Assetmark, Inc. 2.10% Add +1.9% 5,639,595 $891.0M
Keybank National Association 3.31% Reduce -4.6% 5,623,731 $888.5M
Blair William & Co. 2.46% Add +4.1% 5,599,138 $884.6M
Capitolis Liquid Global Markets LLC 6.46% Reduce -16.2% 5,583,600 $882.2M
Captrust Financial Advisors 1.97% Add +3.2% 5,577,843 $881.2M
Employees Provident Fund Board 7.60% Reduce -19.2% 5,565,532 $879.3M
Cambridge Investment Research Advisors, Inc. 2.66% Reduce -0.6% 5,533,945 $874.3M
Nissay Asset Management Corp. /Japan 5.12% Add +4.7% 5,532,575 $874.1M
Pinebridge Investments, L.P. 6.94% Add +5.3% 5,531,439 $873.9M
Agf Management Ltd. 3.91% Reduce -8.8% 5,409,643 $854.7M
Amalgamated Bank 6.46% Add +2.0% 5,293,649 $836.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 5.76% Reduce -5.8% 5,280,990 $834.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 4.79% Reduce -13.9% 5,215,192 $823.9M
Cibc World Market Inc. 1.81% Reduce -2.5% 5,171,057 $817.0M
BI Asset Management Fondsmaeglerselskab A/S 7.92% Add +3.7% 5,152,270 $804.9M
Rathbones Group PLC 3.45% Add +3.1% 5,063,805 $800.0M
Alphinity Investment Management Pty Ltd 6.85% Reduce -12.7% 5,061,529 $799.7M
Commerce Bank 4.69% Add +1.8% 5,032,215 $795.0M
Balyasny Asset Management L.P. 1.80% Add +20.2% 4,948,616 $781.8M
Baird Financial Group, Inc. 1.36% Add +4.2% 4,898,906 $774.0M
IFM Investors Pty Ltd 7.21% Add +3.5% 4,790,898 $756.9M
Nomura Holdings Inc. 6.07% Reduce -58.6% 4,751,700 $750.7M
OMERS ADMINISTRATION Corp 5.79% Add +11.1% 4,665,286 $737.1M
Montrusco Bolton Investments Inc. 8.16% Reduce -10.1% 4,760,297 $735.8M
Lido Advisors, LLC 3.88% Add +9.2% 4,628,919 $731.4M
ABN AMRO Bank N.V. 9.47% Add +1.0% 4,569,747 $726.5M
QRG Capital Management, Inc. 6.24% Add +6.7% 4,529,118 $715.6M
Focus Partners Wealth 1.51% Add +16.3% 4,406,489 $696.2M
Janney Montgomery Scott LLC 1.81% Add +1.1% 4,385,645 $692.9M
Gateway Investment Advisers LLC 7.55% Reduce -4.9% 4,375,386 $691.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 6.28% Add +20.8% 4,309,000 $680.8M
Walleye Capital LLC 6.94% Reduce -14.5% 4,271,927 $674.9M
Comerica Bank 2.61% Reduce -0.5% 4,253,741 $672.0M
Mn Services Vermogensbeheer B.V. 4.67% Reduce -37.7% 4,247,880 $671.1M
Nearwater Capital Markets, Ltd 10.66% Add +170.3% 4,216,300 $666.1M
Vontobel Holding Ltd. 2.19% Add +1.0% 4,216,103 $666.1M
Erste Asset Management GmbH 5.55% Add +36.3% 4,173,779 $657.2M
Wealthfront Advisers LLC 1.69% Add +0.9% 4,154,879 $656.4M
Huntington National Bank 5.69% Reduce -1.6% 4,125,208 $651.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 5.59% Add +3.3% 3,925,148 $620.1M
Sarasin & Partners LLP 6.17% Add +1.9% 3,924,678 $620.1M
Compagnie Lombard Odier SCmA 8.05% Add +2.2% 3,864,161 $610.5M
Utah Retirement Systems 6.36% Reduce -0.5% 3,856,958 $609.4M
Intech Investment Management LLC 5.68% Reduce -2.0% 3,831,854 $605.4M
USS Investment Management Ltd 3.77% Add +1.1% 3,808,921 $601.3M
Impax Asset Management Group plc 3.46% Reduce -9.6% 3,814,715 $601.0M
Employees Retirement System of Texas 5.73% Reduce -0.7% 3,768,129 $595.3M
Mediolanum International Funds Ltd 7.12% Add +13.2% 3,768,273 $594.4M
Jones Financial Companies LLLP 0.45% Add +20.7% 3,751,823 $592.0M
Carmignac Gestion 9.08% Reduce -6.0% 3,733,985 $589.9M
Ieq Capital, LLC 3.60% Add +28.7% 3,719,921 $587.7M
Varma Mutual Pension Insurance Co 4.32% Add +5.9% 3,707,266 $585.7M
Viking Global Investors 1.68% Reduce -43.7% 3,681,935 $581.7M
M&T Bank Corp 1.99% Reduce -0.7% 3,664,654 $579.0M
NEOS Investment Management LLC 7.12% Add +40.7% 3,638,099 $574.8M
MML Investors Services, LLC 1.66% Add +7.1% 3,630,811 $573.6M
Windacre Partnership LLC 7.81% Add +14.8% 3,609,100 $570.2M
Teachers Retirement System of the State of Kentucky 4.60% Reduce -1.3% 3,596,131 $568.2M
Whale Rock Capital Management 7.87% Add +93.2% 3,591,319 $567.4M
Achmea Investment Management B.V. 7.29% Add +3.7% 3,577,431 $565.2M
Connor, Clark & Lunn Investment Management Ltd. 1.98% Add +39.4% 3,555,000 $561.7M
Police & Firemen's Retirement System of New Jersey 5.22% Add +4.3% 3,553,999 $561.5M
Voloridge Investment Management, LLC 2.07% New 3,550,170 $560.9M
Welch & Forbes LLC 6.98% Reduce -1.7% 3,538,095 $559.0M
Guggenheim Capital LLC 4.48% Add +17.3% 3,489,079 $551.2M
Vanguard Personalized Indexing Management, LLC 6.20% Add +18.4% 3,477,711 $549.7M
Yarbrough Capital, LLC 19.57% Add +5.0% 3,470,565 $548.3M
AEGON ASSET MANAGEMENT UK Plc 6.98% Add +0.7% 3,453,881 $545.2M
New York Life Investment Management LLC 4.91% Add +1.3% 3,319,477 $524.4M
Aware Super Pty Ltd as trustee of Aware Super 7.69% Add +4.7% 3,318,425 $524.3M
Whittier Trust Co. 6.28% Add +5.2% 3,293,402 $520.3M
Glenview Trust Co 8.92% Reduce -2.4% 3,264,370 $515.7M
Jupiter Asset Management Ltd. 4.28% Add +2.0% 3,249,271 $513.4M
Banco Bilbao Vizcaya Argentaria, S.A. 4.61% Reduce -10.0% 3,221,793 $508.9M
Scotia Capital Inc. 2.38% Add +8.8% 3,190,197 $504.0M
Dragoneer Investment Group, LLC 10.28% New 3,187,000 $503.5M
O'shaughnessy Asset Management, LLC 3.39% Add +15.9% 3,144,842 $496.9M
OP Asset Management Ltd 7.31% Add +3.9% 3,141,896 $496.4M
NewEdge Advisors, LLC 2.56% Add +0.9% 3,158,677 $495.8M
Federation des caisses Desjardins du Quebec 2.17% Add +10.4% 3,135,817 $495.5M
ASR Vermogensbeheer N.V. 6.37% Add +2.7% 3,108,283 $491.0M
Pathstone Holdings, LLC 1.94% Reduce -3.9% 3,102,194 $490.2M
State of Alaska, Department of Revenue 5.23% Reduce -3.9% 3,092,940 $488.7M
Tidal Investments LLC 3.18% Reduce -6.5% 3,078,239 $486.3M
Factory Mutual Insurance Co. 5.21% Add +3.4% 3,018,848 $476.9M
B. Metzler seel. Sohn & Co. AG 4.54% Add +2.2% 3,004,949 $474.8M
Pacer Advisors, Inc. 1.24% Add +51.1% 2,999,998 $474.0M
Zevenbergen Capital Investments LLC 9.19% Reduce -4.1% 2,980,228 $470.8M
Cwm, LLC 1.65% Add +1.4% 2,963,649 $468.2M
Maverick Capital 7.18% Add +4.6% 2,960,996 $467.8M
Raiffeisen Bank International AG 6.90% Reduce -1.0% 3,015,493 $465.3M
Cantor Fitzgerald, L. P. 11.44% Reduce -26.3% 2,931,588 $463.2M
Empower Advisory Group, LLC 1.38% Add +18.8% 2,919,439 $461.2M
SG Americas Securities, LLC 2.06% Reduce -34.3% 2,918,793 $461.1M
LBP Am SA 6.47% Reduce -21.4% 2,909,176 $459.6M
Banque Transatlantique SA 12.63% Reduce -2.6% 2,884,622 $457.8M
Mutual of America Capital Management LLC 4.93% Reduce -1.7% 2,895,248 $457.4M
Baron Capital (BAMCO) 1.24% Add +0.6% 2,889,282 $456.5M
Yousif Capital Management, LLC 4.86% Reduce -1.3% 2,851,873 $450.6M
Zacks Investment Management 3.82% Add +3.7% 2,825,852 $446.5M
Sanctuary Advisors, LLC 2.75% Add +5.8% 2,817,019 $445.1M
Third Point 5.88% Add +93.1% 2,800,000 $442.4M
Gilder Gagnon Howe & Co. LLC 4.64% Reduce -1.3% 2,763,702 $436.6M
AE Wealth Management LLC 3.17% Add +8.8% 2,747,675 $434.1M
Ilmarinen Mutual Pension Insurance Co 3.46% Add +23.5% 2,723,340 $430.3M
Kestra Advisory Services, LLC 2.10% Add +5.1% 2,715,857 $429.1M
Woodline Partners LP 2.24% Add +29.1% 2,689,182 $424.9M
iA Global Asset Management Inc. 6.39% Add +9.5% 2,685,644 $424.3M
SRS Investment Management, LLC 4.34% New 2,653,210 $419.2M
Congress Asset Management Co. 2.87% Reduce -0.8% 2,649,792 $418.6M
Jericho Capital Asset Management L.P. 5.51% Add +71.5% 2,619,012 $413.8M
Groupe la Francaise 6.71% Add +14.0% 2,614,016 $411.8M
SBI Securities Co., Ltd. 11.75% Reduce -5.8% 2,585,823 $408.5M
Banco Santander, S.A. 3.82% Reduce -4.5% 2,545,583 $402.2M
Ossiam 4.51% Reduce -0.1% 2,538,482 $401.1M
Atalanta Sosnoff Capital, LLC 8.05% Add +4.6% 2,511,967 $396.9M
Border to Coast Pensions Partnership Ltd 7.27% Add +3.5% 2,506,114 $395.9M
Steward Partners Investment Advisory, LLC 3.07% Add +2.3% 2,482,645 $392.2M
Simplex Trading, LLC 10.55% Add +122.9% 2,481,314 $392.0M
Prudential PLC 2.36% Add +4.6% 2,446,500 $386.5M
Elo Mutual Pension Insurance Co 7.85% Reduce -3.4% 2,437,835 $385.2M
Qube Research & Technologies Ltd 0.53% Reduce -19.8% 2,437,467 $385.1M
GF Fund Management Co. LTD. 7.74% Reduce -8.7% 2,435,844 $384.8M
Evercore Wealth Management, LLC 5.93% Reduce -2.3% 2,413,188 $381.3M
Danica Pension, Livsforsikringsaktieselskab 6.38% Add +5.6% 2,413,011 $381.2M
NorthCoast Asset Management LLC 1.63% Add +18.7% 2,411,348 $381.0M
Fort Washington Investment Advisors Inc. 2.18% Add +3.7% 2,399,641 $379.1M
Investment Management Corp of Ontario 5.52% Add +9.3% 2,395,657 $378.5M
Regions Financial Corp. 2.61% Add +0.0% 2,395,142 $378.4M
Sequoia Financial Advisors, LLC 2.59% Add +6.7% 2,393,538 $378.2M
Groupama Asset Managment 6.36% Add +2.9% 2,391,346 $377.2M
LGT Group Foundation 4.72% Add +5.2% 2,382,218 $376.4M
Golden Unicorn (BVI) Ltd 64.18% No change 2,360,600 $373.0M
Bank Pictet & Cie (Europe) AG 7.86% Add +1.6% 2,325,140 $367.3M
Artemis Investment Management LLP 4.69% Add +16.0% 2,304,976 $364.2M
Gotham Asset Management 2.15% Add +6.6% 2,271,520 $358.9M
DAVENPORT & Co LLC 1.98% Add +1.3% 2,267,130 $358.1M
Ethic Inc. 6.36% Add +4.5% 2,251,048 $355.1M
Saturna Capital Corp. 4.80% Reduce -3.3% 2,246,118 $354.9M
Aristotle Atlantic Partners, LLC 10.76% Reduce -4.2% 2,240,054 $353.9M
Private Advisor Group, LLC 1.86% Add +4.5% 2,188,140 $345.7M
Profund Advisors LLC 12.39% Add +4.6% 2,178,139 $344.1M
Quilter Plc 6.27% Add +4.0% 2,174,756 $343.6M
Avanza Fonder AB 10.15% Reduce -2.5% 2,168,306 $342.6M
Ofi Invest Asset Management 8.50% Reduce -6.7% 2,544,962 $342.5M
Scge Management, L.P. 7.15% Reduce -7.6% 2,158,000 $340.9M
Voyager Global Management LP 12.19% New 2,150,000 $339.7M
Artisan Partners Limited Partnership 0.50% Reduce -19.0% 2,145,841 $339.0M
Quadrature Capital Ltd 5.84% New 2,147,396 $339.0M
Verition Fund Management LLC 2.03% Reduce -65.0% 2,142,684 $338.5M
Shelton Capital Management 7.75% Add +9.5% 2,133,119 $337.0M
Silvant Capital Management LLC 12.70% Add +5.7% 2,125,710 $335.8M
Oregon Public Employees Retirement Fund 5.87% Add +0.3% 2,108,279 $333.1M
Generali Asset Management SPA SGR 7.52% Reduce -5.4% 2,088,317 $329.9M
Clark Capital Management Group, Inc. 2.23% Add +6.2% 2,034,414 $321.4M
Munro Partners 9.90% Add +46.7% 2,013,346 $318.1M
DekaBank Deutsche Girozentrale 0.57% Reduce -4.2% 2,004,081 $317.9M
Louisiana State Employees Retirement System 5.76% Reduce -1.4% 2,012,000 $317.9M
Bordeaux Wealth Advisors LLC 40.70% Add +93.7% 2,011,875 $317.9M
Ferguson Wellman Capital Management, Inc. 5.51% Add +2.6% 1,983,319 $313.3M
First Manhattan Co. Llc. 0.88% Add +7.2% 1,966,356 $310.7M
E. Ohman J:or Asset Management AB 7.66% Reduce -1.9% 1,951,771 $308.4M
Vaughan Nelson Investment Management, L.P. 2.88% Reduce -3.9% 1,944,828 $307.3M
Williams Jones Wealth Management, LLC. 3.67% Add +2.2% 1,940,216 $306.5M
HUB Investment Partners, LLC 10.54% Add +9.1% 1,909,848 $301.7M
Two Sigma Investments, LP 0.56% Reduce -18.8% 1,893,594 $299.2M
Avantax Advisory Services, Inc. 1.62% Add +5.7% 1,862,277 $294.2M
EP Wealth Advisors, LLC 1.93% Add +28.1% 1,860,996 $294.0M
Riverbridge Partners LLC 4.68% Reduce -4.1% 1,841,832 $291.0M
OVERSEA-CHINESE BANKING Corp Ltd 8.21% Reduce -3.3% 1,845,576 $290.6M
Beacon Pointe Advisors, LLC 3.03% Reduce -1.5% 1,835,796 $290.0M
Phoenix Financial Ltd. 3.80% Add +11.8% 1,829,642 $287.7M
Midwest Trust Co 3.98% — 1,817,112 $287.1M
Capital Fund Management S.A. 3.17% Add +995.2% 1,816,951 $287.1M
Independent Advisor Alliance 8.17% Add +5.9% 1,792,266 $283.2M
Douglas Lane & Associates, LLC 4.10% Reduce -7.9% 1,791,147 $283.0M
Vinva Investment Management Ltd 7.25% Add +36.3% 1,768,955 $279.1M
HM Payson & Co. 4.41% Add +12.3% 1,762,382 $278.4M
Appaloosa 4.29% Add +483.3% 1,750,000 $276.5M
Jensen Investment Management Inc. 3.24% New 1,747,996 $276.2M
Rokos Capital Management LLP 4.69% Reduce -14.0% 1,747,948 $276.1M
Optiver Holding B.V. 7.35% Reduce -18.8% 1,724,989 $272.5M
Perigon Wealth Management, LLC 6.34% Reduce -1.7% 1,719,180 $271.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 2.38% Add +9.6% 1,707,217 $269.7M
Aptus Capital Advisors, LLC 2.66% Add +4.1% 1,701,365 $268.8M
Mizuho Securities USA LLC 5.69% — 1,685,468 $266.3M
Abn Amro Investment Solutions 5.28% Reduce -1.9% 1,668,312 $263.6M
Focus Financial Network, Inc. 10.36% Reduce -12.5% 1,659,989 $262.3M
Independent Financial Group, LLC 7.23% Add +1.8% 1,659,911 $262.2M
J. Safra Sarasin Holding AG 4.51% Add +5.3% 1,654,105 $261.3M
Grassi Investment Management 20.78% Reduce -0.4% 1,653,100 $261.2M
Eastern Bank 4.97% Reduce -2.5% 1,651,125 $260.9M
Nelson Capital Management, LLC 33.79% Add +57.1% 1,617,833 $255.6M
Crossmark Global Holdings, Inc. 4.12% Reduce -2.1% 1,615,070 $255.2M
KLCM Advisors, Inc. 27.09% Reduce -4.8% 1,613,060 $254.8M
Citizens Financial Group Inc. 4.09% Add +16.4% 1,612,468 $254.8M
Himension Capital (singapore) Pte. LTD. 19.89% Reduce -23.7% 1,611,811 $254.7M
Norinchukin Bank, The 3.77% Add +9.7% 1,603,522 $253.3M
United Capital Financial Advisors, LLC 2.03% Add +0.0% 1,585,815 $250.5M
Vident Advisory, LLC 2.79% Add +17.0% 1,573,363 $248.6M
Trillium Asset Management, LLC 6.67% Reduce -1.6% 1,570,179 $248.1M
Cullen/Frost Bankers, Inc. 3.09% Add +0.7% 1,558,710 $246.3M
Bridges Investment Management Inc. 3.31% Reduce -0.4% 1,550,657 $245.0M
Illinois Municipal Retirement Fund 3.31% Add +1.8% 1,540,594 $243.4M
Epoch Investment Partners, Inc. 1.26% Reduce -14.3% 1,540,575 $243.4M
Sterling Capital Management LLC 3.44% Add +19.7% 1,532,587 $242.1M
MAI Capital Management 1.68% Reduce -4.8% 1,529,438 $241.6M
Capital International, Inc. 2.32% Add +7.6% 1,511,166 $238.7M
Country Trust Bank 5.35% Reduce -5.0% 1,510,542 $238.7M
Greenwich Wealth Management LLC 11.55% Add +230.6% 1,506,021 $237.9M
Kentucky Retirement Systems 6.93% Reduce -6.2% 1,500,125 $237.0M
Kestra Private Wealth Services, LLC 3.41% Add +5.9% 1,499,270 $236.9M
NS Partners Ltd 9.67% Reduce -2.1% 1,498,924 $236.8M
Tiaa Trust, National Association 0.61% Add +9.4% 1,491,750 $235.7M
Brown Brothers Harriman & Co. 1.52% Add +135.9% 1,491,695 $235.7M
Edmond DE Rothschild Holding S.A. 3.73% Add +4.2% 1,479,090 $233.7M
Salem Investment Counselors Inc. 7.38% Reduce -1.6% 1,473,927 $232.9M
Davis R M Inc. 4.32% Add +1.6% 1,473,215 $232.8M
Hartford Investment Management Co. 7.40% Reduce -1.6% 1,471,247 $232.4M
Metis Global Partners, LLC 5.96% Reduce -9.7% 1,462,935 $231.1M
Quintet Private Bank (Europe) S.A. 13.22% Reduce -8.3% 1,445,244 $228.3M
Advisory Services Network, LLC 3.63% Add +5.2% 1,269,375 $225.8M
Castleark Management LLC 6.74% Add +26.2% 1,418,598 $224.1M
Greencape Capital Pty Ltd 41.09% Add +152.9% 1,414,604 $223.5M
&partners 1.72% Add +29.6% 1,414,283 $223.5M
Traynor Capital Management, Inc. 15.71% Reduce -1.7% 1,444,436 $221.4M
Daiichi Life Insurance Co., Ltd. 6.17% Add +0.4% 1,393,248 $220.1M
Banque Pictet & Cie SA 2.29% Reduce -9.3% 1,392,637 $220.0M
Mogy Joel R Investment Counsel Inc. 12.66% Reduce -0.2% 1,387,567 $219.2M
Performance Wealth Partners, LLC 6.98% Add +2.3% 1,381,748 $218.3M
UMB Bank, n.a. 3.40% Reduce -1.3% 1,380,746 $218.1M
Savoie Capital LLC 27.00% Reduce -4.5% 1,374,900 $217.2M
Maplelane Capital, LLC 13.36% New 1,372,000 $216.8M
Union Bancaire Privee, UBP SA 3.18% Add +5.7% 1,339,923 $216.1M
Marsico Capital Management LLC 5.82% Add +52.1% 1,357,184 $214.4M
Jain Global LLC 3.50% Reduce -25.6% 1,354,281 $214.0M
Hoey Investments, Inc. 31.95% Add +1.3% 1,351,175 $213.5M
NorthCrest Asset Manangement, LLC 5.73% Add +0.6% 1,337,562 $213.1M
Tocqueville Asset Management L.P. 3.25% Reduce -13.1% 1,346,426 $212.7M
Trivest Advisors Ltd 8.23% Add +708.8% 1,340,360 $211.8M
Allworth Financial LP 1.01% Add +96.4% 1,328,507 $209.9M
Adams Diversified Equity Fund, Inc. 7.52% No change 1,328,000 $209.8M
Manning & Napier Advisors LLC 2.49% Add +11.0% 1,320,666 $208.6M
Glenmede Investment Management, LP 1.05% — 1,316,850 $208.0M
Stratos Wealth Partners, LTD. 2.83% Add +17.9% 1,309,696 $206.9M
WT Asset Management Ltd 14.51% New 1,300,950 $205.5M
Whittier Trust Co. of Nevada Inc. 4.64% Add +2.5% 1,296,415 $204.8M
Great Lakes Advisors, LLC 1.71% Add +6.7% 1,294,073 $204.5M
TD Waterhouse Canada Inc. 1.46% Add +3.6% 1,333,317 $203.9M
NewEdge Wealth, LLC 3.19% Add +0.2% 1,126,883 $203.7M
Flputnam Investment Management Co. 3.49% Reduce -3.5% 1,287,041 $203.3M
Apollon Wealth Management, LLC 4.01% Add +2.1% 1,284,318 $202.9M
Gabelli Funds LLC 1.46% Add +0.1% 1,281,839 $202.5M
CW Advisors, LLC 1.95% Add +14.1% 1,275,965 $201.6M
Securian Asset Management, Inc. 5.74% Reduce -1.7% 1,275,056 $201.4M
Badgley Phelps Wealth Managers, LLC 4.44% Reduce -0.6% 1,268,366 $200.4M
Oriental Harbor Investment Master Fund 17.77% Reduce -8.0% 1,267,651 $200.3M
Oppenheimer & Co. Inc. 2.65% Add +0.8% 1,267,402 $200.2M
Diversify Advisory Services, LLC 7.67% Add +34.3% 1,093,200 $200.2M
Blue Whale Capital LLP 13.08% Reduce -12.3% 1,264,528 $199.8M
Gulf International Bank (UK) Ltd 7.01% Reduce -11.0% 1,252,866 $197.9M
Shell Asset Management Co. 6.79% Add +26.2% 1,245,097 $196.7M
Andra AP-fonden 2.73% Add +236.8% 1,243,300 $196.4M
Tokio Marine Asset Management Co. Ltd. 7.45% Reduce -2.1% 1,232,030 $194.6M
Empowered Funds, LLC 2.20% Add +29.9% 1,231,836 $194.6M
Parallax Volatility Advisers, L.P. 9.50% Reduce -22.0% 1,237,449 $193.6M
Northeast Investment Management 8.26% Reduce -1.8% 1,223,444 $193.3M
Orion Porfolio Solutions, LLC 1.64% Add +5.4% 1,218,284 $192.5M
Capital Advisors Inc. 3.44% Add +7.8% 1,213,694 $191.8M
DJE Kapital AG 4.60% Reduce -15.0% 1,209,144 $189.5M
Van Lanschot Kempen Investment Management N.V. 1.80% Reduce -1.4% 1,193,804 $188.6M
Lockheed Martin Investment Management Co. 6.87% Reduce -17.1% 1,188,980 $187.8M
Livforsakringsbolaget Skandia, Omsesidigt 8.16% Add +17.5% 1,187,899 $187.5M
Envestnet Portfolio Solutions, Inc. 0.69% Add +11.9% 1,182,310 $186.8M
Advisors Capital Management, LLC 2.59% Add +9.5% 1,180,769 $186.5M
Dock Street Asset Management Inc. 17.51% Add +5.5% 1,179,639 $186.4M
Meitav Investment House Ltd. 2.51% Add +7.5% 1,177,338 $186.0M
LGT Capital Partners LTD. 8.23% Reduce -12.3% 1,177,483 $186.0M
M & L Capital Management Ltd 41.73% No change 1,170,700 $185.0M
Nicholas Company, Inc. 3.06% Add +8.9% 1,158,250 $183.0M
Prime Capital Investment Advisors, LLC 2.42% Reduce -18.6% 1,154,222 $182.4M
Braun Stacey Associates Inc. 6.57% Reduce -2.3% 1,149,957 $181.7M
Oddo BHF Asset Management Sas 6.89% Reduce -3.9% 1,147,027 $181.2M
New Mexico Educational Retirement Board 5.91% No change 1,146,380 $181.1M
Integrated Wealth Concepts LLC 1.82% Add +3.1% 1,146,070 $181.1M
Harvest Portfolios Group Inc. 4.21% Add +19.9% 1,144,750 $180.9M
Maryland State Retirement & Pension System 3.93% Add +3.4% 1,134,365 $179.2M
Philadelphia Trust Co. 13.69% Reduce -3.2% 1,129,439 $178.4M
MayTech Global Investments, LLC 18.24% Reduce -4.5% 1,092,582 $176.1M
MassMutual Private Wealth & Trust, FSB 4.68% Reduce -1.9% 1,112,866 $175.8M
Parallel Advisors, LLC 3.51% Add +1.7% 1,109,237 $175.2M
Nippon Life Global Investors Americas, Inc. 7.69% Add +1.8% 1,107,290 $175.0M
Belvedere Trading LLC 13.78% Reduce -55.0% 1,107,341 $174.9M
Reynders McVeigh Capital Management, LLC 8.70% Reduce -5.2% 1,103,597 $174.4M
Bartlett & Co. Wealth Management LLC 2.43% Add +7.9% 1,103,390 $174.3M
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 15.83% Reduce -0.1% 1,099,950 $173.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3.93% Add +24.8% 1,099,078 $173.6M
Great Valley Advisor Group, Inc. 3.84% Reduce -3.1% 1,097,546 $173.4M
Fullerton Fund Management Co Ltd. 7.00% Add +307.7% 1,094,644 $172.9M
Select Equity Group, L.P. 0.74% New 1,093,914 $172.8M
M&G PLC 0.99% Add +178.8% 1,091,507 $172.5M
Cornerstone Advisors, LLC 5.86% Add +3.1% 1,080,300 $170.7M
Bokf, NA 2.75% Add +1.8% 1,076,103 $170.0M
MUFG Securities EMEA plc 7.71% Reduce -79.9% 1,073,781 $169.6M
Horizon Investments, LLC 2.68% Add +432.6% 1,072,592 $169.5M
Atlantic Union Bankshares Corp 3.86% Add +197.7% 1,069,790 $169.0M
Howard Capital Management Group, LLC 11.67% Reduce -6.3% 1,062,780 $167.9M
Chilton Capital Management LLC 6.12% Add +10.9% 1,058,246 $167.2M
D.A. Davidson & Co. 1.18% Add +5.2% 1,056,205 $166.9M
Harvest Fund Management Co., Ltd 7.86% Reduce -15.8% 1,053,555 $166.3M
Mission Wealth Management, LP 3.62% Reduce -4.9% 1,048,760 $165.7M
Amova Asset Management Americas, Inc. 1.64% Add +13.1% 1,043,843 $164.8M
Henshaw Capital LLC 6.50% No change 1,038,197 $164.0M
Prospera Financial Services Inc 3.05% Reduce -1.1% 1,036,142 $163.7M
Daymark Wealth Partners, LLC 6.18% Reduce -1.6% 1,028,622 $162.5M
Exchange Traded Concepts, LLC 2.07% Reduce -28.0% 1,026,973 $162.3M
RiverFront Investment Group, LLC 3.15% Add +29.3% 1,021,773 $161.4M
Harding Loevner LP 1.08% Add +46.0% 1,019,781 $161.1M
Leavell Investment Management, Inc. 7.18% Reduce -0.1% 1,014,359 $160.3M
ARK Investment Management 1.17% Add +186.3% 1,013,054 $160.1M
Avala Global LP 8.32% No change 1,010,010 $159.6M
Equitable Holdings, Inc. 1.31% Add +14.8% 1,002,120 $158.3M
Lombard Odier Asset Management (Switzerland) SA 7.96% Add +5.2% 1,000,407 $158.1M
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 8.59% No change 1,000,000 $158.0M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 4.44% Reduce -18.1% 996,049 $157.4M
South Dakota Investment Council 3.00% Reduce -0.4% 989,545 $156.3M
Associated Banc-Corp 4.42% Add +0.9% 986,635 $155.9M
Bailard, Inc. 3.62% Reduce -3.8% 982,007 $155.1M
Park Avenue Securities LLC 1.42% New 978,471 $154.6M
Commerzbank Aktiengesellschaft 3.54% Add +1.8% 977,324 $154.4M
CWA Asset Management Group, LLC 6.52% Reduce -5.1% 975,629 $154.1M
Pinnacle Associates Ltd. 2.23% Add +7.1% 975,116 $154.1M
Bowen Hanes & Co. Inc. 3.89% Add +2.2% 974,850 $154.0M
Freestone Capital Holdings, LLC 5.24% Reduce -21.7% 974,439 $154.0M
Migdal Insurance & Financial Holdings Ltd. 1.82% Add +126.2% 969,279 $153.1M
Motley Fool Asset Management LLC 7.04% Add +11.7% 965,548 $152.5M
J.W. Cole Advisors, Inc. 3.24% Add +23.8% 965,531 $152.5M
Boston Trust Walden Corp 1.09% Add +23.8% 965,386 $152.5M
H&H International Investment 1.32% Add +49.6% 964,800 $152.4M
Martin Currie Ltd. 5.84% Reduce -9.2% 964,719 $152.4M
Bristol John W & Co. Inc. 2.47% Reduce -0.7% 964,229 $152.3M
Kingsview Wealth Management, LLC 2.58% Reduce -2.4% 963,146 $152.2M
Unisphere Establishment 1.22% Reduce -46.5% 961,500 $151.9M
Synovus Financial Corp. 1.85% Reduce -2.7% 958,001 $151.4M
E Fund Management Co., Ltd. 7.19% Reduce -6.8% 954,553 $150.8M
Gerber Kawasaki Wealth & Investment Management 5.83% Reduce -2.2% 954,071 $150.7M
Oak Ridge Investments LLC 10.77% Add +6.5% 950,301 $150.1M
Crake Asset Management LLP 7.90% Add +26.7% 948,000 $149.8M
Schonfeld Strategic Advisors LLC 1.12% Add +174.3% 942,989 $149.0M
Haverford Trust Co 1.41% Reduce -3.2% 942,466 $148.9M
Atria Investments, Inc 1.76% Add +3.2% 942,208 $148.9M
Dillon & Associates Inc. 20.13% Reduce -2.0% 938,494 $148.3M
Alpha Cubed Investments, LLC 5.62% Add +17.9% 937,423 $148.1M
Kayne Anderson Rudnick Investment Management LLC 0.35% Add +4.0% 937,257 $148.1M
Wedbush Securities Inc. 5.17% Reduce -6.7% 935,517 $147.8M
Busey Bank 4.49% Add +4.9% 930,151 $147.0M
Brookstone Capital Management 1.92% Add +1.2% 928,821 $146.7M
Moore Capital Management, LP 3.13% Add +27719.9% 923,620 $145.9M
Cresset Asset Management, LLC 0.73% Reduce -19.9% 921,685 $145.6M
Mindset Wealth Management, LLC 47.55% Reduce -8.0% 919,372 $145.3M
Mgo One Seven LLC 4.68% Reduce -0.6% 918,933 $145.2M
Allianz SE 3.43% Reduce -1.5% 918,300 $145.1M
Spear Holdings RSC Ltd 10.59% Add +524.4% 915,991 $144.7M
AG2R La Mondiale Gestion D'actifs 7.36% Add +0.5% 906,587 $143.2M
Waverly Advisors, LLC 1.57% Reduce -0.1% 902,972 $142.7M
Capital International Sarl 2.73% Reduce -9.9% 899,261 $142.1M
Systematic Alpha Investments, LLC 5.02% Add +0.0% 895,220 $141.4M
NZS Capital, LLC 4.79% Add +25.4% 891,332 $140.8M
Clal Insurance Enterprises Holdings Ltd 1.38% Add +31.7% 889,940 $140.6M
Choreo, LLC 1.96% Add +3.0% 889,680 $140.6M
BNP Paribas 4.53% Add +2.5% 883,168 $139.6M
Hancock Whitney Corp. 2.66% Add +8.1% 880,706 $139.1M
Caxton Associates LLP 3.59% Add +30.0% 880,160 $139.1M
Oppenheimer Asset Management Inc. 1.59% Reduce -1.9% 879,856 $139.0M
Argent Capital Management LLC 3.94% Reduce -0.4% 871,290 $137.7M
Triglav Investments, D.O.O. 9.90% Add +15.2% 866,629 $136.9M
Sit Investment Associates Inc. 2.91% Reduce -1.9% 862,208 $136.2M
Watts Gwilliam & Co., LLC 22.33% Add +76.9% 771,784 $136.0M
Pacific Heights Asset Management LLC 7.25% Add +13.2% 860,000 $135.9M
J. Stern & Co. LLP 11.54% Add +3.1% 966,556 $135.1M
Empirical Finance, LLC 7.05% Add +1.9% 852,382 $134.7M
HB Wealth Management, LLC 1.08% Reduce -10.0% 851,540 $134.5M
Harbour Trust & Investment Management Co 14.89% Reduce -3.8% 850,746 $134.4M
Evelyn Partners Investment Management LLP 4.10% Add +0.1% 847,856 $134.0M
Picton Mahoney Asset Management 1.88% Add +25.8% 843,607 $133.3M
Builder Investment Group Inc. 32.77% Reduce -0.9% 839,178 $132.6M
Private Wealth Partners, LLC 10.26% Add +2.6% 830,869 $131.3M
Avestar Capital, LLC 9.58% Add +4.0% 830,236 $131.2M
Analog Century Management LP 7.64% Add +1.8% 825,433 $130.4M
Marex Group Ltd 2.48% Reduce -60.1% 824,371 $130.2M
Voleon Capital Management LP 7.11% Add +22.5% 820,708 $129.7M
Contrarius Group Holdings Ltd 7.31% Add +16.3% 819,451 $129.5M
Calamos Wealth Management LLC 5.55% Add +10.1% 818,872 $129.4M
HighPoint Advisor Group LLC 6.85% Add +0.6% 815,934 $128.9M
Sapient Capital LLC 2.31% Add +0.4% 814,965 $128.8M
Belmont Capital, LLC 19.51% Add +16.3% 811,909 $128.3M
Adell Harriman & Carpenter Inc. 8.44% Reduce -3.4% 805,675 $127.3M
Snowden Capital Advisors LLC 3.79% Reduce -4.3% 804,849 $127.2M
Ghe, LLC 56.95% Reduce -1.3% 804,517 $127.1M
Chicago Capital, LLC 3.13% Add +0.7% 803,859 $127.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4.90% Add +3.9% 802,908 $126.9M
Generate Investment Management Ltd 7.03% Reduce -16.9% 801,577 $126.6M
Smith Salley Wealth Management 7.29% Add +21.1% 798,020 $126.1M
LMR Partners LLP 2.84% Add +106.7% 788,904 $124.6M
Institute for Wealth Management, LLC. 13.88% Reduce -1.0% 787,254 $124.4M
Howard Capital Management, LLC 1.86% Add +34.3% 786,155 $124.2M
Callan Family Office, LLC 3.92% Add +201.7% 785,706 $124.1M
Trybe Capital Management LP 30.08% No change 780,680 $123.3M
Alta Capital Management LLC/ 7.01% Add +14.8% 779,773 $123.2M
Northwest & Ethical Investments L.P. 3.06% Add +5.4% 779,249 $123.1M
Northwestern Mutual Investment Management Company, LLC 1.89% Reduce -0.1% 777,985 $122.9M
Trexquant Investment LP 1.39% Add +29.7% 776,645 $122.7M
Oribel Capital Management, LP 6.48% Add +384.6% 774,900 $122.4M
Gradient Investments LLC 2.23% Reduce -3.8% 772,006 $122.0M
Meridian Wealth Management, LLC 5.20% Reduce -5.2% 770,140 $121.7M
Wolverine Trading, LLC 3.08% Add +24.9% 768,650 $121.3M
Hartline Investment Corp./ 13.84% Reduce -4.7% 764,224 $120.7M
Cercano Management LLC 3.44% Reduce -15.1% 762,910 $120.5M
Franklin Street Advisors Inc. 7.43% Reduce -2.9% 759,159 $119.9M
Signaturefd, LLC 2.04% Add +2.2% 757,905 $119.7M
UNICOM Systems, Inc. 16.56% No change 757,098 $119.6M
Maple Capital Management, Inc. 8.18% Add +3.2% 755,771 $119.4M
Stephens Inc. 1.63% Add +6.1% 748,182 $118.5M
Foundations Investment Advisors, LLC 1.87% Add +4.7% 748,925 $118.3M
Liontrust Investment Partners LLP 1.69% Reduce -4.6% 747,747 $118.1M
Park National Corp. 3.89% Reduce -4.5% 745,910 $117.8M
Locust Wood Capital Advisers, LLC 3.45% New 738,933 $116.7M
Banque Cantonale Vaudoise 4.76% Add +2.2% 738,237 $116.6M
Dana Investment Advisors, Inc. 3.86% Reduce -3.3% 738,236 $116.6M
Tower Research Capital LLC (TRC) 3.14% Reduce -22.4% 736,574 $116.4M
Ameritas Investment Partners, Inc. 3.66% Reduce -0.4% 734,123 $116.0M
Avidian Wealth Enterprises, LLC 4.71% Reduce -16.6% 732,838 $115.8M
PGGM Investments 1.99% Reduce -61.9% 726,231 $114.7M
Kinetic Partners Management, LP 6.25% Reduce -11.4% 722,932 $114.2M
Carnegie Investment Counsel 2.28% Reduce -1.9% 718,046 $113.4M
Westpac Banking Corp. 7.58% Add +1.7% 717,874 $113.4M
Thematics Asset Management 5.10% Reduce -20.9% 717,225 $113.3M
Fiduciary Trust Co 1.39% Add +2.4% 714,520 $112.9M
Avalon Trust Co 8.24% Reduce -2.0% 713,387 $112.7M
Concurrent Investment Advisors, LLC 2.19% Add +7.2% 713,017 $112.6M
Savvy Advisors, Inc. 7.47% Add +7.6% 708,182 $111.9M
Merit Financial Group, LLC 1.24% Add +8.1% 702,752 $111.0M
Siemens Fonds Invest GmbH 6.52% Add +7.5% 702,679 $111.0M
B. Riley Wealth Advisors, Inc. 5.36% Reduce -30.5% 699,757 $110.6M
Greenleaf Trust 0.98% Reduce -16.2% 699,201 $110.5M
Coldstream Capital Management Inc. 1.80% Add +5.7% 696,589 $110.1M
Samlyn Capital, LLC 1.60% New 694,191 $109.7M
Laird Norton Wetherby Wealth Management, LLC 4.88% — 694,150 $109.7M
Sigma Planning Corp 3.29% Reduce -0.4% 692,356 $109.4M
Atreides Management 3.02% Reduce -36.5% 689,813 $109.0M
Summit Partners Public Asset Management, LLC 4.25% Add +45.3% 689,489 $108.9M
Ibex Wealth Advisors 11.52% Add +3.3% 683,338 $108.0M
Hardman Johnston Global Advisors LLC 4.78% Add +18.1% 681,931 $107.7M
Community Trust & Investment Co. 6.21% Add +9.6% 679,856 $107.4M
F/m Investments LLC 3.87% Reduce -0.3% 674,338 $106.5M
BIT Capital GmbH 6.92% Add +3224.9% 671,795 $106.1M
Blue Fin Capital, Inc. 18.02% Add +0.3% 669,910 $105.8M
Baker Avenue Asset Management, LP 3.01% Reduce -4.9% 669,826 $105.8M
Arkadios Wealth Advisors 3.16% Add +10.1% 666,333 $105.3M
Westwood Wealth Management 35.31% Reduce -4.5% 665,325 $105.1M
SteelPeak Wealth, LLC 4.09% Reduce -11.4% 664,258 $105.0M
Harvard Management Co. Inc. 7.29% Add +30.1% 660,831 $104.4M
Hyperion Asset Management Ltd 3.30% New 660,795 $104.4M
Allen Investment Management, LLC 1.14% Reduce -1.6% 659,638 $104.2M
Moody LYNN Lieberson & Walker, LLC 5.94% Add +0.5% 651,924 $103.0M
Sienna Gestion 7.08% Add +11.8% 713,916 $103.0M
BlueCrest Capital Management Ltd 14.38% New 649,956 $102.7M
Curi Capital, LLC 1.95% Add +77.8% 648,846 $102.5M
Capital Investment Counsel, Inc 13.59% Reduce -1.7% 647,266 $102.3M
Styrax Capital, LP 7.27% Add +0.2% 646,319 $102.1M
Diversified Trust Co. 2.26% Reduce -0.7% 644,925 $101.9M
Woodstock Corp. 9.34% Reduce -6.0% 643,181 $101.6M
Consolidated Press International Holdings Ltd. 16.80% Reduce -55.6% 638,975 $101.0M
Choate Investment Advisors 2.19% Reduce -6.0% 638,727 $100.9M
Kentucky Retirement Systems Insurance Trust Fund 6.94% Reduce -6.5% 636,681 $100.6M
First Citizens Bank & Trust Co. 1.82% Add +24.9% 635,711 $100.4M
Silvercrest Asset Management Group LLC 0.67% Add +31.0% 635,489 $100.4M
Schwartz Investment Counsel Inc. 3.30% Add +2.4% 634,865 $100.3M
Patient Capital Management, LLC 4.52% Add +1.1% 634,173 $100.2M
Cornerstone Wealth Group, LLC 7.49% Reduce -6.8% 631,626 $99.8M
Greenwoods Asset Management Hong Kong Ltd. 3.47% New 630,440 $99.6M
Evoke Wealth, LLC 2.33% Add +4.5% 629,956 $99.5M
Quadrant Capital Group LLC 3.53% Add +14.3% 621,634 $98.2M
Kintegral Advisory, LLC 8.90% Reduce -0.1% 618,927 $97.8M
Moors & Cabot, Inc. 4.52% Reduce -1.1% 615,535 $97.2M
Farther Finance Advisors, LLC 1.94% Add +27.8% 613,040 $96.9M
ZWJ Investment Counsel Inc. 3.59% Add +1.3% 610,611 $96.5M
Meeder Asset Management Inc. 5.92% Add +0.8% 610,005 $96.4M
Formuepleje A/S 5.49% No change 888,617 $96.3M
Summa Corp. 49.65% Reduce -22.9% 604,803 $95.6M
Larson Financial Group LLC 3.83% Add +1.1% 603,287 $95.3M
Valeo Financial Advisors, LLC 2.34% Add +9.5% 603,100 $95.3M
Ritholtz Wealth Management 2.10% Add +14.7% 602,953 $95.3M
Summit Financial, LLC 2.15% Add +22.8% 602,850 $95.3M
Bleakley Financial Group, LLC 2.42% Add +7.4% 602,079 $95.1M
Annex Advisory Services, LLC 2.29% Add +10.6% 601,418 $95.0M
Covea Finance 3.53% Add +12.4% 601,156 $95.0M
Telemark Asset Management, LLC 10.06% Reduce -25.0% 600,000 $94.8M
BDF-Gestion 10.60% No change 599,324 $94.7M
Ostrum Asset Management 4.44% Reduce -1.1% 599,120 $94.7M
Main Street Research LLC 5.85% Add +32.9% 595,176 $94.0M
Lyell Wealth Management, LP 7.42% Add +0.8% 594,220 $93.9M
Fifth Third Wealth Advisors LLC 3.94% Add +4.5% 594,127 $93.9M
Spire Wealth Management 3.36% Reduce -16.5% 594,782 $93.5M
Vestcor Inc 2.81% Add +7.3% 589,506 $93.1M
WASHINGTON TRUST Co 3.29% Reduce -3.3% 589,316 $93.1M
Bradley Foster & Sargent Inc. 1.46% Add +3.5% 588,694 $93.0M
Summit Trail Advisors, LLC 1.60% Add +40.7% 588,418 $93.0M
Chicago Partners Investment Group LLC 2.67% Add +6.3% 542,975 $92.7M
Verus Capital Partners, LLC 8.21% Add +3.2% 582,532 $92.0M
J.P. Marvel Investment Advisors, LLC 14.77% Reduce -0.2% 580,473 $91.7M
Plato Investment Management Ltd 6.85% Add +1.6% 578,847 $91.1M
Crestwood Advisors Group, LLC 1.62% Add +16.2% 573,917 $90.7M
Meiji Yasuda Asset Management Co Ltd. 4.47% Reduce -35.0% 570,657 $90.2M
CFM Wealth Partners LLC 14.32% Reduce -0.9% 569,457 $90.0M
Mane Global Capital Management LP 4.08% Add +51.8% 567,344 $89.6M
Navellier & Associates Inc. 11.08% Reduce -0.1% 566,045 $89.4M
Azimuth Capital Investment Management LLC 3.32% Reduce -23.9% 564,966 $89.3M
Axxcess Wealth Management, LLC 2.14% Add +2.2% 564,005 $89.1M
Global Retirement Partners, LLC 2.20% — 562,379 $88.9M
Once Capital Management, LLC 27.32% Add +1.3% 559,000 $88.3M
Bowie Capital Management, LLC 4.18% Add +15.6% 558,626 $88.3M
Meridiem Capital Partners LP 6.36% Add +30.2% 558,121 $88.2M
Suncoast Equity Management 9.03% Reduce -0.4% 558,025 $88.2M
Wilkinson Global Asset Management LLC 5.54% Reduce -5.7% 557,453 $88.1M
CENTRAL TRUST Co 2.03% Reduce -0.4% 556,762 $88.0M
Composition Wealth, LLC 1.47% Add +16.9% 555,546 $87.8M
Meeder Advisory Services, Inc. 4.54% Add +1.6% 554,838 $87.7M
Vise Technologies, Inc. 3.59% — 551,051 $87.1M
Atria Wealth Solutions, Inc. 1.97% Reduce -60.0% 549,711 $87.0M
Steadfast Capital Management LP 1.62% Add +31.6% 550,243 $86.9M
IHT Wealth Management, LLC 2.39% Add +0.5% 549,980 $86.9M
Texas Capital Bank Wealth Management Services Inc 8.07% Add +0.6% 546,919 $86.4M
Sumitomo Life Insurance Co. 5.85% Add +0.8% 546,084 $86.3M
First National Trust Co 3.22% Reduce -5.5% 544,729 $86.1M
Penn Davis McFarland Inc. 9.66% Reduce -6.2% 542,631 $85.7M
IronBridge Private Wealth, LLC 29.83% Reduce -5.9% 541,684 $85.6M
Mufg Securities Americas Inc. 7.34% Add +24.7% 540,497 $85.4M
Soros Fund Management 2.28% Add +835.5% 540,292 $85.4M
Frank, Rimerman Advisors LLC 5.73% Add +15.7% 539,940 $85.3M
Thiel Macro 40.07% Add +50.2% 537,742 $85.0M
One Capital Management, LLC 2.94% Add +18.1% 537,157 $84.9M
Lynch Asset Management, Inc. 29.93% Add +0.1% 537,100 $84.9M
OneDigital Investment Advisors LLC 0.94% Add +35.1% 533,752 $84.3M
First Financial Bankshares Inc 1.86% Add +26.1% 526,465 $83.2M
Ogborne Capital Management, LLC 20.58% New 525,000 $82.9M
BLB&B Advisors, LLC 3.84% Reduce -1.4% 519,971 $82.2M
Praxis Investment Management Inc. 5.23% Reduce -2.4% 514,660 $81.3M
Texas Capital Bancshares Inc 29.38% Add +0.0% 514,117 $81.2M
Davidson Kempner Capital Management LP 1.92% Reduce -27.1% 513,200 $81.1M
Iron Gate Global Advisors LLC 9.01% Add +61.2% 511,680 $80.8M
Insight Holdings Group, LLC 3.38% No change 511,400 $80.8M
Knights of Columbus Asset Advisors LLC 4.89% Add +15.5% 511,115 $80.8M
National Mutual Insurance Federation of Agricultural Cooperatives 0.65% No change 511,000 $80.7M
Heritage Investors Management Corp. 2.55% Reduce -2.3% 510,983 $80.7M
GAMMA Investing LLC 5.10% Add +13.3% 510,668 $80.7M
Leonteq Securities AG 4.73% Reduce -31.1% 510,204 $80.6M
Caisse Des Depots Et Consignations 3.37% Reduce -0.2% 509,946 $80.6M
Headlands Technologies LLC 9.64% Add +150.1% 509,789 $80.5M
Bender Robert & Associates 17.85% Reduce -1.7% 506,570 $80.0M
Hound Partners, LLC 10.81% Reduce -29.8% 506,100 $80.0M
Baltimore-Washington Financial Advisors, Inc. 3.72% Add +0.5% 505,601 $79.9M
TrinityBridge Ltd 2.33% Add +0.7% 505,920 $79.9M
Thoroughbred Financial Services, LLC 5.57% Reduce -16.8% 504,161 $79.7M
Waycross Partners, LLC 7.50% Add +3.4% 503,808 $79.6M
Clearstead Advisors, LLC 1.12% Add +3.5% 503,038 $79.5M
Narwhal Capital Management 6.34% Reduce -2.3% 499,817 $79.0M
Montanova Capital, LLC 2.97% Add +41.6% 499,562 $78.9M
Dorsey & Whitney Trust CO LLC 4.17% Reduce -0.7% 499,060 $78.8M
Oak Grove Capital LLC 18.16% Reduce -15.0% 497,308 $78.6M
Sumitomo Mitsui Financial Group, Inc. 1.27% Reduce -4.1% 494,069 $78.1M
Longbow Finance SA 8.31% Add +1.1% 492,842 $77.9M
Capital International Ltd. 2.98% Reduce -16.5% 492,242 $77.8M
Triodos Investment Management BV 5.82% Reduce -6.4% 491,270 $77.6M
GPS Wealth Strategies Group, LLC 8.91% Reduce -4.5% 490,025 $77.4M
ADAPT Investment Managers SA 26.53% Add +25.9% 487,744 $77.1M
Segall Bryant & Hamill, LLC 1.08% Reduce -12.0% 485,274 $76.7M
Howland Capital Management LLC 3.12% Add +0.5% 483,998 $76.5M
O'Keefe Stevens Advisory, Inc. 21.49% Reduce -0.5% 483,836 $76.4M
Point72 Hong Kong Ltd 5.29% New 483,279 $76.4M
Kieckhefer Group LLC 41.28% Add +0.2% 481,922 $76.1M
XN LP 2.65% Reduce -8.9% 480,344 $75.9M
V-Square Quantitative Management LLC 10.11% Reduce -7.5% 478,003 $75.5M
Private Advisory Group LLC 7.02% Add +6.2% 475,006 $75.0M
Cypress Funds LLC 8.79% No change 474,794 $75.0M
Harvey Capital Management Inc. 17.53% Add +2.1% 488,046 $74.8M
Lombard Odier Asset Management (Europe) Ltd 6.56% Add +139.4% 470,943 $74.4M
Knollwood Investment Advisory, LLC 7.14% No change 470,335 $74.3M
Chesley Taft & Associates LLC 3.30% Reduce -1.1% 468,094 $74.0M
Jump Financial, LLC 0.93% Add +178.4% 468,017 $73.9M
Coastline Trust Co 8.46% Reduce -2.0% 467,804 $73.9M
Ballentine Partners, LLC 1.11% Reduce -0.5% 467,323 $73.8M
Security National Bank 12.73% Reduce -3.3% 465,408 $73.5M
Vest Financial, LLC 1.04% Add +46.9% 465,175 $73.5M
Investment House LLC 3.71% Reduce -1.4% 463,926 $73.3M
Cohen Klingenstein LLC 2.44% No change 463,650 $73.3M
Chescapmanager LLC 12.26% No change 462,585 $73.1M
Wesbanco Bank Inc. 2.17% Add +29.8% 462,046 $73.0M
Harel Insurance Investments & Financial Services Ltd. 0.83% Reduce -0.6% 461,063 $72.8M
Mark Asset Management LP 8.71% Add +17.9% 460,649 $72.8M
Bedrijfstakpensioenfonds Voor DE Media Pno 9.99% No change 537,500 $72.3M
FineMark National Bank & Trust 2.46% Reduce -1.5% 456,535 $72.1M
Pinnacle Financial Partners Inc 1.51% Reduce -4.8% 454,880 $71.9M
Wesleyan Assurance Society 4.66% Reduce -0.2% 455,230 $71.9M
Dnca Finance 5.59% Add +16.7% 453,260 $71.6M
U.S. Capital Wealth Advisors, LLC 2.09% Add +0.8% 453,077 $71.6M
Matthew 25 Management Corp 22.98% Add +3.2% 452,500 $71.5M
Teewinot Capital Advisers, L.L.C. 5.82% Add +33.5% 448,117 $70.8M
Baldwin Wealth Partners LLC 4.81% Reduce -6.5% 447,984 $70.8M
Canada Post Corp Registered Pension Plan 4.14% New 446,210 $70.5M
Delta Global Management LP 4.71% Add +210.2% 446,111 $70.5M
CreativeOne Wealth, LLC 1.84% Add +5.2% 445,824 $70.4M
NorthRock Partners, LLC 1.83% Add +3.5% 445,110 $70.3M
Wedmont Private Capital 2.99% Add +3.5% 429,653 $70.0M
Yong Rong (HK) Asset Management Ltd 16.82% Add +115.2% 441,400 $69.7M
Penserra Capital Management LLC 0.97% Add +153.6% 441,085 $69.7M
Brighton Jones LLC 1.88% Add +14.4% 440,295 $69.6M
Fisher Funds Management LTD 1.65% Add +10.0% 438,430 $69.3M
Hemenway Trust Co LLC 5.36% Reduce -3.1% 438,370 $69.3M
International Assets Investment Management, LLC 5.54% Reduce -11.1% 434,743 $68.7M
Penobscot Investment Management Company, Inc. 5.87% Add +1.7% 434,204 $68.6M
Rothschild Investment LLC 4.29% Reduce -3.5% 433,565 $68.5M
BLI - Banque de Luxembourg Investments 1.96% Reduce -11.3% 433,770 $68.4M
Dupont Capital Management Corp. 7.33% Reduce -3.4% 431,316 $68.1M
Wealthcare Advisory Partners LLC 1.55% Add +4.3% 430,802 $68.1M
Benjamin Edwards Inc. 0.86% Add +6.1% 429,987 $67.9M
AIA Group Ltd 1.47% Reduce -9.9% 428,990 $67.8M
Steel Grove Capital Advisors, LLC 8.03% Add +25.3% 428,804 $67.7M
Central Bank & Trust Co. 11.05% Reduce -30.0% 427,888 $67.6M
Klingenstein Fields & Co. LP 2.66% Reduce -0.7% 425,905 $67.3M
Petredis Investment Advisors LLC 5.86% Add +1.2% 423,328 $66.9M
China Universal Asset Management Co., Ltd. 6.28% Reduce -15.4% 422,674 $66.8M
Marathon Asset Management Ltd 2.14% Reduce -1.4% 422,520 $66.8M
Abner Herrman & Brock LLC 7.44% Reduce -13.7% 422,015 $66.7M
Dakota Wealth Management 1.40% Add +13.7% 420,839 $66.5M
Richard Bernstein Advisors LLC 1.64% Reduce -7.6% 420,800 $66.5M
CTC LLC 4.22% Add +139.1% 418,968 $66.2M
Gladstone Institutional Advisory LLC 2.71% Reduce -1.1% 415,193 $65.6M
Jaffetilchin Investment Partners, LLC 4.29% Reduce -0.7% 415,123 $65.6M
Sowell Financial Services LLC 2.67% Add +6.1% 414,471 $65.5M
Rockline Wealth Management, LLC 15.46% Reduce -1.3% 413,683 $65.4M
Princeton Capital Management LLC 19.39% Reduce -1.9% 413,401 $65.3M
Jag Capital Management, LLC 7.25% Add +3.7% 409,348 $64.7M
Benchstone Capital Management LP 5.71% New 409,307 $64.7M
Savant Capital, LLC 0.46% Reduce -2.2% 407,287 $64.3M
GAM Holding AG 4.52% Reduce -18.1% 407,204 $64.3M
Capital Investment Advisors, LLC 1.13% Add +0.7% 404,416 $64.3M
Tiff Advisory Services, LLC 15.23% No change 406,899 $64.3M
Hamilton Capital Partners Inc. 3.27% Add +11.5% 406,043 $64.2M
Forbes J M & Co. LLP 5.86% Reduce -12.5% 405,757 $64.1M
Kane Investment Management, Inc. 33.59% Reduce -45.9% 405,170 $64.0M
Boston Common Asset Management, LLC 1.78% Add +9.3% 402,248 $63.6M
Senator Investment Group LP 2.45% Add +12.5% 402,054 $63.5M
McGuire Investment Group, LLC 8.09% Add +2.7% 400,458 $63.3M
Stock Yards Bank & Trust Co. 2.11% Add +1.7% 399,532 $63.1M
Graypoint LLC 3.55% Reduce -0.6% 398,912 $63.0M
Peddock Capital Advisors, LLC 14.51% Reduce -1.2% 397,208 $62.8M
GQG Partners LLC 0.09% Add +2843.1% 397,145 $62.7M
Freemont Management S.A. 10.29% Add +164.3% 395,400 $62.5M
Stony Point Capital LLC 4.92% Add +59.4% 394,618 $62.3M
Huntleigh Advisors, Inc. 12.02% Reduce -4.2% 394,492 $62.3M
Cannell & Spears LLC 1.26% Add +299.8% 393,895 $62.2M
KMG Fiduciary Partners, LLC 4.57% Add +2.4% 390,742 $61.7M
Capital Investment Services of America, Inc. 5.64% Reduce -0.9% 390,414 $61.7M
Cumberland Partners Ltd 4.27% Add +21.5% 389,648 $61.6M
CHURCHILL MANAGEMENT Corp 0.67% Add +4.4% 388,633 $61.4M
Johnson Investment Counsel Inc. 0.55% Add +9.1% 387,953 $61.3M
PFG Investments, LLC 3.59% Add +0.1% 387,344 $61.2M
Hantz Financial Services, Inc. 0.99% Add +5.5% 385,858 $61.0M
CloudAlpha Capital Management Limited/Hong Kong 7.51% Reduce -70.5% 385,314 $60.9M
Grandview Asset Management LLC 19.43% Reduce -1.7% 384,079 $60.7M
Lingotto Investment Management LLP 1.30% No change 383,660 $60.6M
Tran Capital Management, L.P. 7.13% Reduce -2.2% 383,291 $60.6M
EULAV Asset Management 1.41% Reduce -4.8% 381,133 $60.2M
Freestone Grove Partners LP 0.45% Add +32.5% 379,907 $60.0M
IFP Advisors, Inc 1.71% Add +0.3% 379,494 $60.0M
Soltis Investment Advisors LLC 4.70% Add +67.1% 378,426 $59.8M
RPG Investment Advisory, LLC 7.38% Reduce -54.3% 375,615 $59.3M
Belpointe Asset Management LLC 2.47% Add +0.9% 374,956 $59.2M
First American Bank 4.06% Add +0.2% 374,892 $59.2M
KCM Investment Advisors LLC 2.00% Reduce -1.2% 374,313 $59.1M
Waratah Capital Advisors Ltd. 4.03% New 374,017 $59.1M
Good Life Advisors, LLC 3.69% Reduce -1.8% 373,635 $59.0M
First Long Island Investors, LLC 4.63% Reduce -3.2% 373,492 $59.0M
OAKMONT Corp 10.28% Reduce -22.0% 371,344 $58.7M
South Street Advisors LLC 8.67% Reduce -2.6% 370,161 $58.5M
Kera Capital Partners, Inc. 11.40% Add +0.1% 366,208 $57.9M
VestGen Advisors, LLC 2.30% Add +6.3% 360,580 $57.7M
Westwood Holdings Group Inc. 0.42% Reduce -2.8% 365,136 $57.7M
Principal Securities, Inc. 1.08% Add +12.9% 365,091 $57.7M
Franchise Capital Ltd 30.08% Reduce -29.7% 365,060 $57.7M
Guinness Asset Management LTD 1.03% Reduce -2.0% 364,975 $57.7M
S-Bank Fund Management Ltd 8.50% Reduce -2.5% 364,559 $57.6M
Obermeyer Wealth Partners 2.86% Add +9.8% 363,226 $57.4M
United Asset Strategies, Inc. 4.89% Add +0.0% 362,465 $57.3M
LGT Fund Management Co Ltd. 4.99% Reduce -2.7% 360,832 $57.0M
WestEnd Advisors, LLC 1.41% Add +130.3% 360,829 $57.0M
MASTERINVEST Kapitalanlage GmbH 5.99% — 360,824 $57.0M
Arthur M. Cohen & Associates, LLC 10.06% Reduce -1.4% 360,442 $56.9M
Twin Capital Management Inc. 6.05% Add +1.4% 360,215 $56.9M
Focus Partners Advisor Solutions, LLC 0.75% Reduce -0.6% 357,385 $56.4M
Quest Investment Management LLC 6.20% Add +2.7% 356,443 $56.3M
New Age Alpha Advisors, LLC 2.47% Add +2.7% 355,602 $56.2M
Global X Japan Co., Ltd. 5.69% Reduce -0.5% 355,270 $56.1M
Itau Unibanco Holding S.A. 2.12% Reduce -41.8% 352,648 $55.7M
Light Street Capital Management, LLC 11.38% Add +9.6% 352,582 $55.7M
Albar Capital Partners LLP 9.49% New 351,361 $55.5M
GW&K Investment Management, LLC 0.50% Reduce -1.3% 351,252 $55.5M
Nixon Peabody Trust Co. 4.29% Reduce -0.2% 350,678 $55.4M
Insigneo Advisory Services, LLC 4.75% Add +25.7% 349,287 $55.2M
Alerus Financial NA 3.97% Add +0.9% 349,220 $55.2M
Highland Capital Management, LLC 2.98% Reduce -0.6% 349,037 $55.1M
Vantage Investment Partners, LLC 4.02% Add +30.7% 349,029 $55.1M
Alberta Investment Management Corp 0.47% Reduce -73.5% 348,900 $55.1M
Biondo Investment Advisors, LLC 7.26% Reduce -1.4% 348,377 $55.0M
Caldwell Trust Co 5.50% Add +0.3% 348,306 $55.0M
GC Wealth Management RIA, LLC 4.49% Add +348.2% 347,789 $54.9M
Evergreen Capital Management LLC 1.65% Add +0.5% 347,587 $54.9M
Peapack Gladstone Financial Corp. 0.78% Add +0.3% 347,407 $54.9M
Dynamic Advisor Solutions LLC 1.69% Reduce -2.8% 347,256 $54.9M
Sculptor Capital LP 1.43% Reduce -53.5% 347,000 $54.8M
Stillwater Capital Advisors, LLC 6.93% Reduce -29.0% 345,118 $54.5M
Flossbach Von Storch SE 0.22% Add +37.7% 342,032 $54.0M
Kovack Advisors, Inc. 5.29% Reduce -8.8% 341,786 $54.0M
Aquatic Capital Management LLC 1.09% Add +50.4% 341,715 $54.0M
Pine Valley Investments Ltd Liability Co 3.17% Add +18.6% 341,398 $53.9M
Amica Mutual Insurance Co. 5.20% Reduce -1.6% 341,309 $53.9M
Flagship Harbor Advisors, LLC 2.55% Reduce -2.5% 340,126 $53.7M
Washington Trust Bank 4.51% Add +58.0% 338,694 $53.5M
Mutual Advisors, LLC 1.34% Add +1.9% 308,321 $53.5M
Stratos Wealth Advisors, LLC 2.83% Add +5.0% 338,472 $53.5M
Trust Co. of Vermont 2.52% Add +0.6% 338,333 $53.5M
Sava Infond d.o.o. 8.35% Add +3.2% 338,320 $53.5M
Morningstar Investment Management LLC 4.69% Add +28.9% 338,301 $53.4M
Sara-Bay Financial 19.11% Reduce -3.8% 338,092 $53.4M
Fulton Bank, N.A. 1.97% Add +3.3% 337,910 $53.4M
Overbrook Management Corp 9.90% Add +12.8% 336,062 $53.1M
Engineers Gate Manager LP 0.66% Add +171.8% 335,642 $53.0M
Occidental Asset Management, LLC 7.30% Add +1.3% 335,000 $52.9M
Whalerock Point Partners, LLC 11.75% Add +0.0% 334,615 $52.9M
Eagle Global Advisors LLC 2.13% Reduce -1.2% 333,582 $52.7M
Ardmore Road Asset Management LP 4.33% New 330,958 $52.3M
Simmons Bank 3.71% Reduce -1.9% 329,169 $52.0M
Oak Associates Ltd. 3.40% Reduce -0.0% 329,105 $52.0M
SeaCrest Wealth Management, LLC 5.63% Reduce -8.6% 327,978 $51.8M
Becker Capital Management Inc. 1.61% Add +105.0% 326,766 $51.6M
BTC Capital Management, Inc. 4.19% Reduce -1.6% 324,742 $51.3M
UNIVEST FINANCIAL Corp 3.05% Add +17.6% 321,444 $50.8M
Simplicity Wealth,LLC 2.11% Add +68.8% 320,488 $50.6M
Jacobs & Co. 5.02% Reduce -2.4% 319,961 $50.5M
Pitcairn Co. 3.31% Reduce -10.1% 319,752 $50.5M
Legacy Wealth Management, LLC / MS 15.34% Add +589.6% 319,224 $50.4M
Meritage Portfolio Management 3.19% Reduce -17.5% 319,052 $50.4M
Rwa Wealth Partners, LLC 0.63% Add +10.3% 318,886 $50.4M
Integrated Advisors Network LLC 2.28% Add +6.4% 318,744 $50.4M
GAMCO Investors 0.49% Add +5.3% 316,686 $50.0M
Mitchell Capital Management Co. 9.34% Reduce -13.4% 289,817 $50.0M
Beacon Investment Advisory Services, Inc. 2.20% Reduce -7.2% 315,895 $49.9M
Vestmark Advisory Solutions, Inc. 0.72% Add +45.4% 315,278 $49.8M
Cobblestone Capital Advisors LLC 2.55% Add +0.4% 315,232 $49.8M
Burney Co./ 1.68% Reduce -15.8% 314,517 $49.7M
Berkshire Capital Holdings Inc. 17.33% Add +16.6% 313,620 $49.5M
Concentrum Wealth Management 15.53% Add +0.5% 313,224 $49.5M
Fishman Jay A Ltd. 4.74% Add +7.3% 313,117 $49.5M
Boothbay Fund Management, LLC 1.57% Reduce -82.9% 312,232 $49.3M
Avity Investment Management Inc. 3.62% Add +3.3% 308,595 $48.8M
Moran Wealth Management, LLC 1.51% Reduce -0.2% 307,947 $48.7M
Great Lakes Retirement, Inc. 5.76% Reduce -0.3% 307,699 $48.6M
Ithaka Group LLC 8.32% Reduce -9.4% 307,570 $48.6M
Silicon Valley Capital Partners 5.05% Reduce -3.7% 306,516 $48.4M
Albion Financial Group 3.15% Add +0.4% 305,519 $48.3M
Tyler-Stone Wealth Management 7.76% Reduce -4.7% 304,913 $48.2M
Americana Partners, LLC 1.66% Add +11.9% 304,176 $48.1M
Denali Advisors LLC 4.96% Add +5.1% 301,387 $47.6M
Gemmer Asset Management LLC 4.22% Add +1.2% 301,129 $47.6M
Shellback Capital, LP 3.16% New 300,000 $47.4M
Fidelis Capital Partners, LLC 4.32% Reduce -2.1% 264,162 $47.4M
Moneta Group Investment Advisors LLC 0.56% Add +18.7% 299,654 $47.3M
HCR Wealth Advisors 5.57% Add +3.0% 299,374 $47.3M
Sycomore Asset Management 7.32% No change 380,389 $47.2M
Sunbelt Securities, Inc. 4.16% Add +2.1% 350,836 $47.1M
NJ State Employees Deferred Compensation Plan 5.53% No change 296,000 $46.8M
Kornitzer Capital Management Inc. 0.95% Add +13.2% 295,953 $46.8M
PARUS FINANCE (UK) Ltd 13.33% Reduce -5.3% 295,013 $46.6M
Wilmington Savings Fund Society, FSB 0.83% Reduce -1.7% 294,413 $46.5M
Principle Wealth Partners LLC 2.90% Add +25.4% 294,002 $46.4M
Slow Capital, Inc. 5.68% Reduce -1.2% 293,384 $46.4M
Virtus Wealth Solutions LLC 9.54% Reduce -8.7% 292,888 $46.3M
Aft, Forsyth & Company, Inc. 23.70% Reduce -1.5% 292,797 $46.3M
Zions Bancorporation, National Association 2.48% Add +1.9% 292,734 $46.2M
Patton Albertson Miller Group, LLC 6.08% Reduce -0.6% 292,282 $46.2M
Moody National Bank Trust Division 4.22% Reduce -3.4% 292,098 $46.1M
Nwi Management LP 4.24% Add +1725.0% 292,000 $46.1M
Pallas Capital Advisors LLC 1.75% Add +27.8% 291,000 $46.0M
Venturi Wealth Management, LLC 2.27% Reduce -2.1% 290,727 $45.9M
Qtron Investments LLC 5.86% Add +0.3% 290,509 $45.9M
Quadrant Private Wealth Management, LLC 9.51% Add +10.7% 290,336 $45.9M
PKO Investment Management Joint-Stock Co 4.92% Add +7.4% 290,000 $45.8M
Anderson Hoagland & Co. 4.37% Add +0.1% 289,992 $45.8M
World Investment Advisors 1.04% Add +8.7% 289,368 $45.7M
Level Four Advisory Services, LLC 1.68% Add +10.6% 289,117 $45.7M
Sky Investment Group LLC 8.19% Reduce -0.9% 288,321 $45.6M
Rosenblum Silverman Sutton S F Inc. 11.04% Reduce -3.0% 288,086 $45.5M
Ashton Thomas Private Wealth, LLC 1.61% Reduce -3.9% 287,999 $45.5M
Bridgeway Capital Management, LLC 1.08% Reduce -9.2% 287,366 $45.4M
V. M. Manning & Co., Inc. 50.18% — 260,222 $45.4M
GM Advisory Group, LLC 2.24% Add +17.8% 287,272 $45.4M
Brown Miller Wealth Management, LLC 14.08% Add +0.1% 286,757 $45.3M
Keystone Investors Pte Ltd. 9.30% New 285,108 $45.0M
Balboa Wealth Partners 9.05% Reduce -1.4% 284,999 $45.0M
Cache Advisors, LLC 12.18% Add +5.9% 284,956 $45.0M
Talos Eurisko Asset Management LP 10.76% Add +1.0% 284,400 $44.9M
Sagespring Wealth Partners, LLC 0.96% Add +10.6% 283,322 $44.8M
WCG Wealth Advisors LLC 2.89% Add +15.3% 282,849 $44.7M
Ascent Group, LLC 1.74% Reduce -19.4% 282,785 $44.7M
Greenwood Gearhart LLC 2.79% Reduce -1.5% 282,739 $44.7M
Trust Asset Management LLC 3.31% Reduce -0.1% 282,268 $44.6M
First American Trust, FSB 3.56% Add +23.3% 282,063 $44.6M
Granite Investment Partners, LLC 2.17% Reduce -3.1% 281,864 $44.5M
Orange Investment Advisors, Inc. 4.85% Reduce -3.0% 280,390 $44.3M
Western Wealth Management, LLC 2.64% Add +5.8% 280,359 $44.3M
Bensler, LLC 4.95% Add +0.3% 279,905 $44.2M
Forvis Mazars Wealth Advisors, LLC 0.95% Reduce -2.5% 278,912 $44.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 5.68% Add +15.9% 278,431 $44.0M
Diversify Wealth Management, LLC 2.71% Add +7.7% 239,615 $43.9M
Front Row Advisors LLC 15.27% Reduce -2.3% 277,762 $43.9M
Synergy Asset Management, LLC 5.00% Reduce -6.1% 276,629 $43.7M
Gifford Fong Associates 10.05% Reduce -8.3% 276,210 $43.6M
Nwam LLC 2.53% Reduce -2.8% 249,939 $43.6M
Invictus Private Wealth, LLC 2.98% Add +6.4% 275,785 $43.6M
Purus Wealth Management, LLC 15.11% Add +0.1% 275,570 $43.5M
Means Investment Co., Inc. 4.12% Add +1.9% 274,952 $43.4M
Cyndeo Wealth Partners, LLC 2.57% Add +6.4% 273,917 $43.3M
CX Institutional 1.51% Add +11.4% 273,745 $43.2M
Proficio Capital Partners LLC 2.69% Add +4.9% 273,690 $43.2M
Parker Investment Management, LLC 6.62% Reduce -2.4% 273,545 $43.2M
Tompkins Financial Corp. 3.97% Reduce -4.5% 273,520 $43.2M
Melqart Asset Management (UK) Ltd 6.17% Reduce -10.0% 273,445 $43.2M
Legacy Private Trust Co. 2.78% Reduce -2.6% 272,379 $43.0M
SlateStone Wealth, LLC 4.01% Add +0.1% 271,215 $42.8M
NFSG Corp 6.94% Add +4.5% 270,890 $42.8M
Kingswood Wealth Advisors, LLC 3.38% Reduce -7.3% 270,605 $42.8M
Alta Park Capital, LP 5.27% Add +39.6% 270,601 $42.8M
German American Bancorp, Inc. 4.17% Add +2.4% 270,083 $42.7M
Syon Capital LLC 2.82% Add +13.5% 269,390 $42.6M
Brookwood Investment Group LLC 6.85% Reduce -1.5% 268,923 $42.5M
ARS Investment Partners, LLC 3.10% Reduce -14.9% 268,716 $42.5M
Talbot Financial, LLC 4.02% Add +16.0% 268,500 $42.4M
RFG Advisory, LLC 1.00% Reduce -1.3% 268,244 $42.4M
Capital Investment Advisory Services, LLC 3.47% Reduce -0.7% 267,812 $42.3M
Taikang Asset Management (Hong Kong) Co Ltd 5.43% Add +4.1% 266,888 $42.2M
Exencial Wealth Advisors, LLC 1.48% Add +3.5% 266,728 $42.1M
SummitTX Capital, L.P. 1.85% Add +226.0% 266,407 $42.1M
Compound Planning, Inc. 1.59% Add +7.3% 265,861 $42.0M
Mirova 5.90% Add +11.7% 264,875 $41.8M
Palisade Capital Management, LP 1.35% Add +11.5% 264,832 $41.8M
Bristlecone Advisors, LLC 3.49% Reduce -12.6% 262,753 $41.5M
MMBG Investment Advisors Co. 4.12% Add +19.8% 261,816 $41.4M
Lattice Capital Management, LLC 45.49% Reduce -11.8% 261,500 $41.3M
Kennedy Capital Management LLC 0.98% Reduce -20.2% 261,137 $41.3M
Venture Visionary Partners LLC 1.55% Add +21.8% 261,088 $41.2M
Azzad Asset Management Inc. 4.42% Add +1.1% 260,888 $41.2M
Main Street Financial Solutions, LLC 2.99% Add +34.4% 260,704 $41.2M
Geneos Wealth Management Inc. 1.00% Add +9.8% 259,898 $41.1M
First National Bank of Omaha 2.64% Add +5.7% 258,396 $40.8M
StoneX Group Inc. 1.99% Reduce -3.1% 258,449 $40.8M
Avior Wealth Management, LLC 1.41% Add +8.4% 258,204 $40.8M
Covenant Asset Management, LLC 8.37% Add +3.2% 257,838 $40.7M
WS Management LLLP 7.08% Add +37.5% 256,868 $40.6M
O'Neil Global Advisors, Inc. 9.31% New 256,099 $40.5M
Florida Trust Wealth Management Co 1.24% Add +2.7% 255,838 $40.4M
Genus Capital Management Inc. 5.18% Reduce -3.0% 255,193 $40.3M
RMR Wealth Builders 3.64% Add +0.5% 253,243 $40.0M
Asset Planning Services Inc. /La/ 18.38% Reduce -0.7% 253,062 $40.0M
Certuity, LLC 3.76% Add +0.8% 252,508 $40.0M
Harbour Investments, Inc. 1.01% Add +1.1% 251,273 $39.7M
Aljian Capital Management, LLC 8.69% Reduce -3.6% 250,429 $39.6M
Fulton Breakefield Broenniman LLC 2.67% Add +24.4% 250,245 $39.5M
Codex Capital Asset Management L.L.C. 15.80% No change 250,000 $39.5M
Gardner Lewis Asset Management L P 9.85% Reduce -6.0% 249,516 $39.4M
CCM Investment Advisers LLC 4.24% Reduce -2.2% 248,689 $39.3M
Eventide Asset Management, LLC 0.69% Add +21.8% 247,611 $39.2M
FUKOKU MUTUAL LIFE INSURANCE Co 2.50% Add +32.3% 248,127 $39.2M
Red Door Wealth Management, LLC 4.69% Add +5.9% 248,127 $39.2M
FFG Partners, LLC 12.99% Add +5.2% 247,295 $39.1M
Cornerstone Wealth Management, LLC 2.37% Add +1.8% 247,049 $39.0M
TD Private Client Wealth LLC 0.96% Add +0.9% 246,732 $39.0M
Webster Bank, N. A. 4.03% Reduce -1.2% 246,638 $39.0M
Mirabaud & Cie SA 12.40% Reduce -4.6% 246,525 $38.9M
TigerOak Management, L.L.C. 13.33% Add +0.9% 246,247 $38.9M
Lake Street Private Wealth, LLC 5.54% Add +0.0% 245,168 $38.7M
Sawgrass Asset Management LLC 4.39% Reduce -4.2% 244,683 $38.7M
Sora Investors LLC 3.49% Add +62.4% 244,337 $38.6M
Financial Advocates Investment Management 3.14% Reduce -47.1% 243,418 $38.5M
CoreCap Advisors, LLC 1.55% Add +2.7% 243,051 $38.4M
Sand Hill Global Advisors, LLC 1.42% Add +1.4% 242,148 $38.3M
SVB Wealth LLC 2.05% Reduce -37.7% 241,794 $38.2M
Nishkama Capital, LLC 6.25% New 241,449 $38.1M
Cim, LLC 5.13% Reduce -10.2% 241,315 $38.1M
Hills Bank & Trust Co 2.40% Reduce -1.6% 240,622 $38.0M
Ingalls & Snyder LLC 1.35% Reduce -2.6% 239,316 $37.8M
Hillsdale Investment Management Inc. 1.39% Add +300.9% 238,746 $37.7M
Sound View Wealth Advisors Group, LLC 2.78% Add +3.0% 238,400 $37.7M
Curtis Advisory Group, LLC 9.45% Reduce -0.4% 237,927 $37.6M
Arvest Bank Trust Division 2.19% Add +12.7% 237,263 $37.5M
Meiji Yasuda Life Insurance Co 1.11% Reduce -69.1% 236,781 $37.4M
Wealthspire Advisors, LLC 0.21% Add +20.9% 236,689 $37.4M
Symphony Financial, Ltd. Co. 4.86% Add +92.7% 224,641 $37.1M
Nations Financial Group Inc, /Ia/ 2.55% Add +2.0% 234,598 $37.1M
LMCG Investments, LLC 2.32% Add +9.5% 234,582 $37.1M
KRS Capital Management, LLC 24.78% Add +0.1% 234,581 $37.1M
Austin Asset Management Co Inc 7.46% Reduce -0.6% 233,303 $36.9M
EverSource Wealth Advisors, LLC 1.66% Add +15.2% 232,778 $36.8M
Smartleaf Asset Management LLC 3.24% Reduce -7.4% 232,796 $36.7M
Forte Capital LLC 3.95% Reduce -1.0% 232,316 $36.7M
City of London Investment Management Co. Ltd. 3.41% Reduce -26.6% 232,154 $36.7M
Cigna Investments Inc. 6.27% Reduce -2.3% 231,750 $36.6M
PFG Advisors 1.69% Add +23.3% 231,638 $36.6M
Mar Vista Investment Partners LLC 2.80% Add +24.5% 231,595 $36.6M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 1.05% Add +68.3% 231,572 $36.6M
Trifecta Capital Advisors, LLC 6.08% Add +11.0% 231,308 $36.5M
Strategic Global Advisors, LLC 5.94% Add +6.2% 230,908 $36.5M
Somerville Kurt F 6.14% Reduce -3.7% 230,721 $36.5M
Proem Advisors LLC 9.61% Add +69.2% 230,000 $36.3M
Anson Funds Management LP 6.72% Add +70.2% 229,890 $36.3M
DigitalBridge Group, Inc. 3.66% Add +11.3% 229,216 $36.2M
First Horizon Advisors, Inc. 0.94% Add +2.4% 229,205 $36.2M
APG Asset Management US Inc. 0.27% Add +18.4% 235,394 $36.1M
Palacios Wealth Management, LLC 29.64% Add +4.3% 228,298 $36.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.61% Add +2.4% 228,100 $36.1M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 10.12% Add +1.7% 227,858 $36.0M
Fulcrum Asset Management LLP 10.25% — 227,356 $35.9M
Krilogy Financial LLC 2.06% Add +10.8% 227,332 $35.9M
Werlinich Asset Management, LLC 19.58% Reduce -0.1% 227,095 $35.9M
Arete Wealth Advisors, LLC 2.53% Reduce -9.7% 226,950 $35.7M
James Investment Research, Inc. 4.24% Reduce -6.6% 225,631 $35.6M
Keystone Financial Group 3.22% Add +1.9% 216,428 $35.5M
Bernard Wealth Management Corp. 16.44% Reduce -4.7% 224,540 $35.5M
Parcion Private Wealth LLC 2.53% Add +1.0% 224,515 $35.5M
Discovery Value Fund 68.74% Reduce -31.9% 224,434 $35.5M
YHB Investment Advisors, Inc. 2.74% Reduce -2.2% 224,302 $35.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.96% Reduce -4.2% 224,064 $35.4M
River Wealth Advisors LLC 4.40% Add +3.8% 224,037 $35.4M
Titleist Asset Management, LLC 3.52% Reduce -6.2% 223,805 $35.4M
Teamwork Financial Advisors, LLC 4.33% Reduce -11.1% 223,165 $35.3M
GenTrust, LLC 1.66% Reduce -5.4% 222,576 $35.2M
St Germain D J Co. Inc. 1.52% Add +138.9% 222,571 $35.2M
Trivium Point Advisory, LLC 3.82% Reduce -0.6% 222,547 $35.2M
Sloy Dahl & Holst, LLC 4.88% Add +6.3% 222,358 $35.1M
Davidson Investment Advisors 1.58% Add +0.9% 222,191 $35.1M
First National Advisers, LLC 5.14% Add +0.8% 222,144 $35.1M
Bell Asset Management Ltd 7.70% Reduce -27.7% 220,967 $34.9M
Barlow Wealth Partners, LLC 4.17% Add +17.4% 221,665 $34.9M
Connors Investor Services Inc. 3.07% Reduce -0.3% 219,512 $34.7M
Argent Trust Co 1.31% Add +1.1% 219,375 $34.7M
Novare Capital Management LLC 2.81% Add +18.4% 218,403 $34.5M
Sierra Summit Advisors LLC 6.14% Reduce -0.2% 218,216 $34.5M
Strategic Blueprint, LLC 1.69% Reduce -12.2% 217,655 $34.4M
Fortis Capital Advisors, LLC 6.14% Add +0.0% 217,180 $34.3M
Dalton Investments, Inc. 18.20% No change 217,050 $34.3M
HBK Sorce Advisory LLC 0.93% Add +8.1% 216,820 $34.3M
Analyst IMS Investment Management Services Ltd. 1.17% Reduce -1.3% 216,631 $34.2M
West Branch Capital LLC 10.11% Reduce -2.4% 216,361 $34.2M
Financial Engines Advisors L.L.C. 0.07% Add +132.0% 215,942 $34.1M
King Wealth Management Group 4.62% Add +0.6% 215,471 $34.0M
Perennial Investment Advisors, LLC 3.30% Reduce -7.8% 215,246 $34.0M
Colonial Trust Advisors 2.81% Add +0.5% 215,209 $34.0M
Clarius Group, LLC 1.98% Reduce -7.5% 214,872 $33.9M
Osborne Partners Capital Management, LLC 1.80% Reduce -3.2% 214,642 $33.9M
Hodges Capital Management Inc. 3.25% Reduce -6.9% 214,563 $33.9M
Cadence Bank 2.23% Add +1.3% 214,218 $33.8M
Rench Wealth Management, Inc. 10.71% Reduce -1.4% 214,191 $33.8M
Beaumont Financial Advisors, LLC 2.42% Reduce -4.1% 211,527 $33.4M
Alkeon Capital Management LLC 0.16% Reduce -63.0% 211,439 $33.4M
Hilltop Holdings Inc. 2.14% Reduce -5.4% 210,908 $33.3M
Checchi Capital Advisers, LLC 2.32% Reduce -6.9% 210,385 $33.2M
Progressive Investment Management Corp 8.47% Reduce -1.9% 210,313 $33.2M
Thompson Siegel & Walmsley LLC 0.56% Add +2.7% 210,188 $33.2M
Winch Advisory Services, LLC 8.09% Reduce -1.4% 209,805 $33.1M
Titan Global Capital Management USA LLC 5.23% Add +74.3% 209,789 $33.1M
OMC Financial Services LTD 13.54% Reduce -11.4% 209,775 $33.1M
Broderick Brian C 6.54% Reduce -7.8% 209,527 $33.1M
EagleClaw Capital Managment, LLC 4.94% Reduce -3.9% 209,525 $33.1M
First Dallas Securities Inc. 13.05% Reduce -0.5% 208,907 $33.0M
Everhart Financial Group, Inc. 3.81% Add +2.0% 208,869 $33.0M
Stratos Investment Management, LLC 1.51% Add +15.9% 208,835 $33.0M
Elite Wealth Management, Inc. 10.85% Reduce -40.3% 208,726 $33.0M
Capital Asset Advisory Services LLC 1.54% Add +4.0% 214,550 $32.9M
Fiduciary Alliance LLC 2.45% Add +14.6% 207,782 $32.8M
Ascentis Independent Advisors 6.07% Add +7.7% 207,632 $32.8M
JBR Co Financial Management Inc 16.14% Add +3.3% 206,899 $32.7M
Concord Asset Management, LLC 4.91% Add +115.4% 206,491 $32.6M
Concord Wealth Partners 4.76% Add +8.4% 206,491 $32.6M
DE Burlo Group Inc. 4.30% New 206,425 $32.6M
Generali Investments, Management Co LLC 7.36% Add +3.0% 206,026 $32.5M
CastleKnight Management LP 2.19% Reduce -19.3% 205,600 $32.5M
First Foundation Advisors 1.20% Add +0.9% 204,680 $32.3M
Concentric Capital Strategies, LP 1.83% Add +741.5% 204,644 $32.3M
Apollon Financial, LLC 6.78% Add +0.3% 204,266 $32.3M
Applied Finance Capital Management, LLC 2.20% Add +4.1% 203,672 $32.2M
Nemes Rush Group LLC 3.50% Add +27.7% 203,343 $32.1M
Cim Investment Management Inc. 6.11% Add +99.7% 219,321 $32.0M
ICONIQ Capital, LLC 0.54% Add +1.1% 202,389 $32.0M
North Star Asset Management Inc. 1.35% Reduce -2.8% 201,823 $31.9M
Valiant Capital Management, L.P. 2.45% No change 201,415 $31.8M
True Blue (BVI) Ltd 18.40% No change 200,520 $31.7M
Bornite Capital Management LP 3.16% New 200,000 $31.6M
Strategic Advisors LLC 6.21% Reduce -2.1% 199,782 $31.6M
FourThought Financial Partners, LLC 3.12% Add +10.9% 199,740 $31.6M
Berkley W R Corp. 1.95% Reduce -66.7% 198,800 $31.4M
Morse Asset Management, Inc 6.91% Reduce -1.1% 197,695 $31.2M
DRW Securities, LLC 2.19% Reduce -82.9% 197,513 $31.2M
Nan Shan Life Insurance Co., Ltd. 0.69% Reduce -42.1% 197,308 $31.2M
Chatham Capital Group, Inc. 4.75% Reduce -7.1% 197,176 $31.2M
180 Wealth Advisors, LLC 4.35% Reduce -0.4% 197,103 $31.1M
Jackson Square Capital, LLC 6.91% Add +25.8% 196,817 $31.1M
Goldstream Capital Management Ltd 13.37% Add +10.2% 196,671 $31.1M
Journey Strategic Wealth LLC 1.01% Add +79.7% 196,434 $31.0M
Strategic Planning Group, LLC 5.03% Add +17.9% 196,025 $31.0M
Covington Investment Advisors Inc. 4.42% Add +0.7% 195,933 $31.0M
Beck Capital Management, LLC 7.71% Reduce -4.7% 195,588 $30.9M
Firetrail Investments PTY Ltd. 8.04% Reduce -0.8% 195,649 $30.8M
Jamison Private Wealth Management, Inc. 4.42% Add +1.6% 194,758 $30.8M
Banco BTG Pactual S.A. 6.26% Add +83.2% 194,735 $30.8M
GKV Capital Management Co., Inc. 13.59% Reduce -1.6% 194,467 $30.7M
Bank of Hawaii 1.62% Add +2.2% 194,322 $30.7M
Founders Financial Securities LLC 2.32% Reduce -0.2% 193,267 $30.5M
Washington Trust Advisors, Inc. 2.48% Add +2.0% 193,234 $30.5M
Heirloom Wealth Management 8.05% Add +0.6% 192,885 $30.5M
Point72 (DIFC) Ltd 2.42% Reduce -8.7% 192,438 $30.4M
Financial Avengers, Inc. 14.11% Reduce -1.1% 192,362 $30.4M
Baader Bank Aktiengesellschaft 2.62% Reduce -19.9% 194,026 $30.4M
Bearing Point Capital, LLC 5.58% Add +0.5% 191,888 $30.3M
Central Asset Investments & Management Holdings (HK) Ltd 27.60% Add +300.2% 191,700 $30.3M
AlphaCore Capital LLC 1.15% Add +349.1% 191,456 $30.3M
Monetary Management Group Inc. 7.43% Add +0.7% 191,095 $30.2M
Broadleaf Partners, LLC 6.65% Reduce -0.8% 191,082 $30.2M
Essex Financial Services, Inc. 1.98% Reduce -1.6% 190,678 $30.1M
Polymer Capital Management (HK) LTD 4.71% Add +33.8% 190,318 $30.1M
GMO 0.09% Reduce -1.2% 190,254 $30.1M
Intrust Bank NA 2.66% Add +0.7% 190,092 $30.0M
Farmers & Merchants Investments Inc. 0.88% Add +22.4% 190,027 $30.0M
Alight Capital Management LP 7.63% Add +123.5% 190,000 $30.0M
Cooper Financial Group 3.52% Reduce -3.2% 189,692 $30.0M
Arcadia Investment Management Corp. 4.78% Add +1.4% 189,315 $29.9M
Conning Inc. 1.08% Reduce -7.3% 189,156 $29.9M
Beck Bode, LLC 5.05% Reduce -5.0% 188,844 $29.8M
Indiana Trust & Investment Management Co 9.86% Reduce -1.3% 188,701 $29.8M
Richard C. Young & CO., LTD. 2.94% Add +68.1% 188,550 $29.8M
Marietta Wealth Management, LLC 3.88% Add +0.3% 188,483 $29.8M
Lowe Brockenbrough & Co. Inc. 1.67% Reduce -0.8% 187,725 $29.7M
Darden Wealth Group Inc 17.97% Reduce -3.0% 187,564 $29.6M
Westerkirk Capital Inc. 3.64% — 187,085 $29.6M
Montag A & Associates Inc. 1.44% Reduce -1.2% 187,055 $29.6M
SCS Capital Management LLC 0.33% Add +5.0% 186,866 $29.5M
Onex Canada Asset Management Inc. 3.60% Add +5.0% 186,655 $29.5M
Algert Global LLC 0.62% Reduce -1.6% 186,641 $29.5M
Turtle Creek Wealth Advisors, LLC 3.47% Add +15.4% 186,333 $29.4M
BNC Wealth Management, LLC 8.73% Reduce -0.4% 186,203 $29.4M
Sepio Capital, LP 2.09% Reduce -5.3% 186,142 $29.4M
Point72 Italy, S.r.l. 14.49% Add +254.7% 186,097 $29.4M
Mather Group, Llc. 0.31% Add +4.6% 185,548 $29.3M
Guardian Wealth Advisors, LLC / NC 2.06% Reduce -0.4% 185,504 $29.3M
Bogart Wealth, LLC 1.25% Reduce -1.3% 184,870 $29.2M
Sendero Wealth Management, LLC 3.64% Add +2.3% 184,571 $29.2M
Welch Group, LLC 1.22% Add +2.6% 184,091 $29.1M
Decatur Capital Management, Inc. 12.71% No change 183,664 $29.0M
Ancora Advisors LLC 0.60% Add +3.5% 182,703 $28.9M
Bell Bank 1.34% Reduce -10.8% 182,187 $28.8M
Thomasville National Bank 1.96% Add +88.6% 181,677 $28.7M
Linden Thomas Advisory Services, LLC 3.16% Add +4.4% 181,647 $28.7M
Cypress Asset Management Inc. 6.91% Add +0.2% 181,639 $28.7M
Cozad Asset Management Inc. 2.51% Add +0.2% 181,581 $28.7M
Scott & Selber, Inc. 7.99% Reduce -6.2% 181,458 $28.7M
Wealth Management Partners, LLC 10.13% Reduce -0.4% 181,118 $28.7M
Northeast Financial Consultants Inc 1.17% Add +7.2% 181,135 $28.6M
Staley Capital Advisers Inc. 1.22% Reduce -19.2% 180,879 $28.6M
Addenda Capital Inc. 1.02% Add +25.6% 180,680 $28.5M
Truvestments Capital LLC 5.71% Reduce -0.9% 180,594 $28.5M
Harbor Advisors LLC 4.65% No change 180,000 $28.4M
Avalon Global Asset Management LLC 8.00% Reduce -15.1% 179,800 $28.4M
Family Manage LLC 4.31% Reduce -0.4% 179,625 $28.4M
WealthPlan Investment Management, LLC 2.06% Add +62.7% 179,124 $28.3M
Foster Dykema Cabot & Partners, LLC 1.99% Reduce -0.1% 179,054 $28.3M
Horiko Capital Management LLC 7.36% Add +8.6% 178,437 $28.2M
IPG Investment Advisors LLC 5.49% Reduce -8.3% 178,102 $28.1M
RNC Capital Management LLC 1.36% Add +0.5% 178,088 $28.1M
Spirit of America Management Corp. 5.85% Reduce -5.0% 177,620 $28.1M
Citrine Capital LLC 14.90% No change 177,602 $28.1M
Bfsg, LLC 3.14% Add +3.6% 177,533 $28.0M
Tenere Capital LLC 7.14% Reduce -19.3% 176,477 $27.9M
Sigma Investment Counselors Inc. 1.53% Add +1.9% 176,251 $27.8M
CIBC Capital Markets (Europe) S.A. 10.37% Add +253.9% 176,229 $27.8M
Financiere des Professionnels - Fonds d'investissement inc. 1.68% Add +76.4% 176,046 $27.8M
Highline Wealth Partners LLC 8.22% Add +0.7% 175,687 $27.8M
Coastal Bridge Advisors, LLC 2.30% Add +9.5% 175,561 $27.7M
Cary Street Partners Financial LLC 0.78% Add +2.7% 175,325 $27.7M
Howe & Rusling Inc. 2.04% Add +3.3% 174,871 $27.6M
Wealth Effects LLC 10.33% Reduce -3.7% 174,685 $27.6M
Neumann Capital Management, LLC 8.68% Reduce -0.6% 174,673 $27.6M
SageView Advisory Group, LLC 1.03% Add +2.4% 154,570 $27.3M
Ramsay, Stattman, Vela & Price, Inc. 5.10% Add +10.5% 172,714 $27.3M
Kiley Juergens Wealth Management, LLC 6.29% Add +0.7% 172,585 $27.3M
W.G. Shaheen & Associates DBA Whitney & Co 2.68% Add +25.9% 172,013 $27.2M
Apexium Financial, LP 1.44% Add +0.2% 171,796 $27.1M
Edgemoor Investment Advisors, Inc. 2.36% Add +0.2% 171,577 $27.1M
First Merchants Corp. 1.04% Add +13.8% 170,820 $27.0M
Citizens Business Bank 5.24% Add +1.3% 170,717 $27.0M
Stonegate Investment Group, LLC 0.68% Add +11.2% 170,660 $27.0M
Aft, Forsyth & Sober, LLC 9.06% Add +0.7% 170,225 $26.9M
Capital Group Private Client Services, Inc. 0.23% Add +0.3% 169,984 $26.9M
Creekmur Asset Management LLC 4.74% Add +21.1% 169,750 $26.8M
Integrated Financial Solutions, Inc. 22.77% — 169,419 $26.8M
L & S Advisors Inc 3.01% Add +5.2% 169,370 $26.8M
Empire Life Investments Inc. 1.70% Reduce -0.9% 169,239 $26.7M
Kavar Capital Partners Group, LLC 3.83% Add +1.8% 168,651 $26.6M
Stonebridge Capital Advisors LLC 2.02% Reduce -0.1% 168,392 $26.6M
Sage Mountain Advisors LLC 1.73% Add +23.2% 168,249 $26.6M
Asio Capital, LLC 4.43% Add +1.7% 168,213 $26.6M
bLong Financial, LLC 20.50% Reduce -0.2% 168,085 $26.6M
Roundview Capital LLC 1.77% Add +3.8% 167,928 $26.5M
Carroll Investors, Inc 14.05% Add +6.9% 167,915 $26.5M
Patten Group, Inc. 5.59% Reduce -3.3% 167,361 $26.4M
PDS Planning, Inc 1.97% Add +12.6% 167,236 $26.4M
Integrity Alliance, Llc. 1.43% Reduce -55.4% 165,985 $26.2M
Tudor Investment Corporation 0.20% Reduce -74.8% 165,799 $26.2M
Modern Wealth Management, LLC 0.64% Add +8.7% 165,720 $26.2M
Cidel Asset Management Inc. 1.57% Add +2.1% 165,234 $26.1M
Rakuten Securities, Inc. 10.18% Reduce -43.4% 164,372 $26.0M
Cassaday & Co Wealth Management LLC 0.65% Add +2.5% 163,926 $25.9M
Norden Group LLC 2.80% Add +14.2% 163,455 $25.8M
Ausdal Financial Partners, Inc. 1.72% Add +36.0% 163,083 $25.8M
Blueprint Investment Partners LLC 4.57% Reduce -3.7% 163,059 $25.8M
Hamilton Wealth, LLC 5.76% Add +0.9% 163,050 $25.8M
Polymer Capital Management (US) LLC 4.20% Add +77.7% 162,359 $25.7M
Kozak & Associates, Inc. 5.23% Add +0.6% 157,477 $25.6M
Deltec Asset Management LLC 4.55% Add +12.6% 161,342 $25.5M
Supplemental Annuity Collective Trust of NJ 7.18% No change 161,300 $25.5M
Kingsman Wealth Management, Inc. 15.85% Add +0.2% 161,062 $25.4M
General American Investors Co. Inc. 1.71% Add +171.1% 160,979 $25.4M
Masso Torrence Wealth Management Inc. 11.74% Add +1.1% 160,820 $25.4M
Brick & Kyle, Associates 11.31% Reduce -1.2% 165,666 $25.4M
IFG Advisory, LLC 1.27% Reduce -4.4% 160,172 $25.3M
Advisors Asset Management, Inc. 0.45% Reduce -3.6% 160,070 $25.3M
Pinnacle Wealth Management Advisory Group, LLC 2.10% Add +5.2% 160,040 $25.3M
GLOBALT Investments LLC / GA 0.97% Reduce -0.0% 159,698 $25.2M
Draper Asset Management, LLC 16.60% Reduce -3.7% 159,551 $25.2M
London Co. of Virginia 0.14% No change 159,200 $25.2M
Sompo Asset Management Co., Ltd. 4.37% Add +3.9% 159,068 $25.1M
Forum Financial Management, LP 0.38% Reduce -12.8% 158,979 $25.1M
Blue Grotto Capital, LLC 3.03% New 158,842 $25.1M
Cove Private Wealth, LLC 8.90% Add +28.3% 158,289 $25.0M
Holderness Investments Co. 5.38% Reduce -8.9% 158,193 $25.0M
Glen Eagle Advisors, LLC 3.84% Reduce -3.2% 158,105 $25.0M
Keel Point, LLC 1.65% Add +31.0% 158,019 $25.0M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 16.97% Add +55.9% 137,667 $24.9M
Bridgewater Advisors Inc. 1.90% Add +0.5% 142,012 $24.9M
Tradition Wealth Management, LLC 1.98% Reduce -0.5% 156,710 $24.8M
L.M. Kohn & Company 6.67% Reduce -13.9% 156,625 $24.7M
Burr Financial Services, LLC 20.80% Reduce -65.2% 156,521 $24.7M
Atwood & Palmer Inc. 1.54% Add +1026.5% 156,264 $24.7M
Fagan Associates, Inc. 3.81% Reduce -4.3% 155,869 $24.6M
Naviter Wealth, LLC 3.03% Reduce -6.5% 155,848 $24.6M
Berbice Capital Management LLC 17.24% No change 155,770 $24.6M
J. Goldman & Co LP 0.77% Add +3.7% 155,540 $24.6M
FengHe Fund Management Pte. Ltd. 4.03% Add +21.9% 155,500 $24.6M
Gilliland Jeter Wealth Management LLC 7.99% Reduce -1.2% 155,223 $24.5M
Zweig-DiMenna Associates LLC 2.52% Reduce -1.0% 155,190 $24.5M
Brown Shipley& Co Ltd 13.50% Reduce -9.4% 155,164 $24.5M
Atlas Brown,Inc. 7.86% Add +1.4% 154,959 $24.5M
Generali Investments CEE, investicni spolecnost, a.s. 2.01% Add +22.2% 154,896 $24.5M
Clarity Financial LLC 2.63% Reduce -18.9% 154,859 $24.5M
Archford Capital Strategies, LLC 3.12% Add +7.0% 154,291 $24.4M
Alden Global Capital LLC 14.99% New 154,213 $24.4M
M Holdings Securities, Inc. 4.18% Add +50.3% 154,244 $24.4M
Fort Sheridan Advisors LLC 3.47% Add +4.3% 154,115 $24.3M
Altura Wealth Advisors Inc. 13.57% Reduce -0.1% 153,600 $24.3M
Stiles Financial Services Inc 8.38% Add +1.3% 153,565 $24.3M
Bollard Group LLC 0.55% Add +185.3% 153,202 $24.2M
Founders Financial Alliance, LLC 5.49% Add +2.2% 152,709 $24.1M
GeoWealth Management, LLC 0.94% Add +8.4% 152,422 $24.1M
Rice Partnership, LLC 4.17% Reduce -1.1% 151,942 $24.0M
Trust Co. of Toledo NA 2.64% Add +2.4% 151,728 $24.0M
QVT Financial LP 3.48% New 151,549 $23.9M
Summitry LLC 1.09% Add +135.5% 151,497 $23.9M
Jefferies Financial Group Inc. 0.41% Add +42.6% 151,165 $23.9M
University of Texas/Texas Am Investment Management Co. 3.75% Reduce -12.7% 150,932 $23.8M
Ardsley Advisory Partners LP 3.89% Add +177.1% 151,000 $23.8M
Cadinha & Co. LLC 3.94% Add +101.4% 150,488 $23.8M
Manhattan West Asset Management, LLC 5.49% Add +17.7% 150,201 $23.7M
CHICAGO TRUST Co NA 3.39% Add +4.3% 150,120 $23.7M
Aaron Wealth Advisors LLC 2.42% Add +7.1% 150,018 $23.7M
MYDA Advisors LLC 6.65% Add +500.0% 150,000 $23.7M
Private Capital Advisors, Inc. 2.89% Reduce -2.0% 149,966 $23.7M
Nilsine Partners, LLC 2.39% Reduce -1.9% 149,947 $23.7M
GW Henssler & Associates Ltd. 1.26% Add +4.1% 149,817 $23.7M
Seaview Investment Managers LLC 5.00% Reduce -2.6% 149,343 $23.6M
Group One Trading LLC 0.77% New 149,338 $23.6M
SkyView Investment Advisors, LLC 3.38% Add +4.0% 149,456 $23.6M
Callahan Advisors, LLC 2.12% Add +17.3% 149,212 $23.6M
Westover Capital Advisors, LLC 4.70% Reduce -1.0% 148,725 $23.5M
Yukon Wealth Management, Inc. 8.40% Add +1.8% 148,562 $23.5M
Transcend Capital Advisors, LLC 1.82% Reduce -6.7% 148,561 $23.5M
Hennion & Walsh Asset Management, Inc. 0.95% Add +7.3% 148,510 $23.5M
Waterloo Capital, L.P. 1.90% Add +23.4% 148,496 $23.5M
Newbrook Capital Advisors LP 2.95% New 148,345 $23.4M
JT Stratford LLC 3.56% Add +2.5% 148,244 $23.4M
Peterson Wealth Services 6.40% Add +0.4% 147,944 $23.4M
Left Brain Wealth Management, LLC 8.23% Reduce -26.0% 147,802 $23.4M
Bragg Financial Advisors, Inc 0.83% Add +14.2% 147,694 $23.3M
Sage Capital Advisors,llc 5.76% Reduce -0.5% 147,632 $23.3M
Private Trust Co. NA 2.22% Reduce -3.2% 147,345 $23.3M
Wisconsin Capital Management LLC 12.78% Add +2.8% 146,477 $23.1M
Capital Impact Advisors, LLC 6.97% Add +9.8% 145,041 $23.1M
Evelyn Partners Investment Management Services Ltd 3.47% Add +1.5% 146,230 $23.1M
Octavia Wealth Advisors, LLC 2.62% Reduce -6.5% 145,956 $23.1M
3Chopt Investment Partners, LLC 5.54% Reduce -9.1% 145,912 $23.1M
EFG Asset Management (North America) Corp. 3.26% Reduce -1.1% 145,995 $23.0M
Maytus Capital Management, LLC 4.24% Add +211.8% 145,874 $23.0M
Icon Wealth Advisors, LLC 1.64% Add +11.6% 145,798 $23.0M
Weatherly Asset Management L. P. 1.96% Reduce -1.7% 145,349 $23.0M
Summit X, LLC 4.28% Reduce -46.0% 144,953 $22.9M
STF Management LP 9.05% Add +3.1% 145,227 $22.9M
Physicians Financial Services, Inc. 6.81% Add +1.3% 144,698 $22.9M
Procyon Advisors, LLC 2.15% Reduce -61.2% 143,695 $22.7M
Conway Capital Management, Inc. 10.15% Add +1.3% 143,562 $22.7M
Calydon Capital 2.22% Add +191.1% 143,455 $22.7M
Harrell Investment Partners, LLC 5.72% Add +65.3% 142,992 $22.6M
Accent Capital Management, LLC 10.06% Add +4.1% 142,808 $22.6M
Harbor Capital Advisors, Inc. 0.94% Reduce -0.6% 142,409 $22.5M
Moloney Securities Asset Management, LLC 2.79% Add +8.1% 142,331 $22.5M
SFE Investment Counsel 3.96% Add +0.4% 142,312 $22.5M
Arjuna Capital 5.92% Reduce -4.7% 142,204 $22.5M
Segment Wealth Management, LLC 1.43% Reduce -4.1% 142,200 $22.5M
Prairie Wealth Advisors, Inc. 9.57% Reduce -1.5% 141,851 $22.4M
Premier Path Wealth Partners, LLC 3.11% Add +2.5% 141,422 $22.3M
Fulcrum Capital LLC 4.73% Reduce -19.1% 141,407 $22.3M
Kestra Investment Management, LLC 0.68% Reduce -67.2% 141,354 $22.3M
Blue Trust, Inc. 0.26% Add +3.8% 141,139 $22.3M
GDS Wealth Management 1.63% Add +28.8% 141,107 $22.3M
SS&H Financial Advisors, Inc. 7.45% Reduce -1.2% 141,056 $22.3M
FAS Wealth Partners, Inc. 1.64% Add +7.3% 140,453 $22.2M
Strong Tower Advisory Services 4.37% Reduce -3.0% 140,379 $22.2M
Parsons Capital Management Inc. 1.35% Reduce -47.4% 139,560 $22.0M
Blackhill Capital Inc. 1.27% No change 139,550 $22.0M
Perennial Advisors, LLC 4.09% Reduce -1.7% 139,211 $22.0M
Advisor OS, LLC 2.16% Add +9.5% 139,010 $22.0M
Redhawk Wealth Advisors, Inc. 2.75% Add +8.3% 138,965 $22.0M
Eukles Asset Management 8.97% Reduce -0.5% 138,842 $21.9M
Spirepoint Private Client, LLC 2.47% Add +0.3% 138,619 $21.9M
Debussy Capital Management LP 3.29% Reduce -3.1% 138,529 $21.9M
Marietta Investment Partners LLC 4.79% Add +7.4% 138,405 $21.9M
Laurel Wealth Advisors LLC 3.27% Reduce -1.3% 138,399 $21.9M
Meyer Handelman Co. 0.72% Add +1.5% 138,347 $21.9M
EFG Asset Management (Americas) Corp. 4.03% Add +3.6% 138,277 $21.8M
New Millennium Group LLC 12.09% Reduce -1.6% 138,195 $21.8M
Zhang Financial LLC 1.01% Reduce -12.8% 138,005 $21.8M
NCM Capital Management, LLC 8.93% Reduce -5.3% 137,620 $21.7M
Pure Financial Advisors, LLC 0.38% Add +25.1% 137,238 $21.7M
Neville Rodie & Shaw Inc. 1.61% Add +13.4% 137,174 $21.7M
Smithbridge Asset Management Inc. 3.78% Reduce -1.3% 136,958 $21.6M
Fortitude Advisory Group L.L.C. 12.35% Reduce -2.0% 136,728 $21.6M
Mezzasalma Advisors, LLC 6.48% Reduce -0.4% 136,561 $21.6M
Kingdon Capital Management, L.L.C. 4.16% Reduce -9.0% 136,500 $21.6M
Hilton Capital Management, LLC 1.72% Reduce -18.7% 136,445 $21.6M
Canvas Wealth Advisors, LLC 4.25% Add +1.3% 121,923 $21.5M
LS Investment Advisors, LLC 3.14% Reduce -1.8% 136,201 $21.5M
Zullo Investment Group, Inc. 8.73% Add +0.9% 136,199 $21.5M
Consolidated Investment Group LLC 2.86% No change 135,355 $21.4M
Koshinski Asset Management, Inc. 1.61% Add +12.0% 135,010 $21.3M
Coronation Fund Managers Ltd. 1.16% Add +1876.2% 134,997 $21.3M
Prosperity Consulting Group, LLC 1.56% Add +3.7% 134,964 $21.3M
Gunderson Capital Management LLC 8.90% Add +16.4% 134,830 $21.3M
Osterweis Capital Management Inc. 1.32% Reduce -60.3% 134,638 $21.3M
TCTC Holdings, LLC 0.68% Add +9958.7% 134,586 $21.3M
Sfmg, LLC 1.60% Reduce -3.5% 134,533 $21.3M
Insight Advisors, LLC/ PA 3.43% Reduce -17.9% 134,479 $21.2M
Plimoth Trust Co. LLC 5.09% Add +0.7% 134,398 $21.2M
NWK Group, Inc. 7.42% Reduce -0.5% 133,644 $21.1M
Kingstone Capital Partners Texas, LLC 13.77% Reduce -6.4% 133,474 $21.1M
AdvisorNet Financial, Inc 1.36% Add +0.4% 133,338 $21.1M
Burns J W & Co. Inc. 2.55% Add +3.5% 132,942 $21.0M
Advisory Alpha, LLC 0.65% Add +13.2% 132,810 $21.0M
Old Second National Bank of Aurora 4.58% Reduce -3.6% 132,783 $21.0M
Johnson Financial Group, Inc. 0.94% Reduce -0.1% 132,620 $21.0M
Fortis Capital Management LLC 3.26% Add +11.6% 132,624 $21.0M
AlphaStar Capital Management, LLC 1.47% Reduce -14.9% 132,524 $20.9M
Jackson Square Partners, LLC 7.73% Reduce -13.0% 132,334 $20.9M
Brooklyn Investment Group 2.74% Add +63.2% 302,218 $20.9M
Douglass Winthrop Advisors, LLC 0.38% Add +5.6% 132,222 $20.9M
Quent Capital, LLC 2.01% Add +0.8% 132,071 $20.9M
First National Bank of Mount Dora, Trust Investment Services 4.69% Reduce -1.0% 131,727 $20.8M
Value Aligned Research Advisors, LLC 0.93% Add +435.0% 131,430 $20.8M
Hamilton Capital Partners, LLC 9.97% Add +6.7% 131,410 $20.8M
OneAscent Financial Services LLC 1.48% Add +6.9% 131,961 $20.7M
Berger Financial Group, Inc 1.34% Reduce -3.7% 131,142 $20.7M
Independence Bank of Kentucky 2.94% Add +2.2% 131,138 $20.7M
Jessup Wealth Management, Inc 8.31% Reduce -3.3% 131,038 $20.7M
Monograph Wealth Advisors, LLC 2.55% Add +2.9% 130,856 $20.7M
Rehmann Capital Advisory Group 1.25% Add +5.8% 130,844 $20.7M
Secure Asset Management, LLC 3.83% Reduce -2.3% 130,716 $20.7M
Tang Capital Management LLC 1.04% Reduce -8.5% 130,509 $20.6M
Nan Fung Trinity (hk) Ltd. 2.46% Reduce -26.7% 130,400 $20.6M
Affinity Wealth Management LLC 3.28% Reduce -0.8% 129,971 $20.5M
PointState Capital LP 0.44% Reduce -85.9% 129,695 $20.5M
Alcosta Capital Management, Inc. 11.42% Reduce -0.4% 129,529 $20.5M
Robeco Schweiz AG 0.47% Add +2.5% 129,500 $20.5M
Texas Yale Capital Corp. 0.67% Add +2.2% 129,326 $20.4M
Roman Butler Fullerton & Co. 6.01% Add +3.6% 117,443 $20.4M
Townsquare Capital LLC 1.98% Reduce -92.2% 128,860 $20.4M
Old National Bancorp 0.36% New 128,655 $20.3M
Ninety One SA (Pty) Ltd 3.34% Add +28.9% 128,605 $20.3M
Optas, LLC 3.85% Add +1.0% 128,403 $20.3M
Guyasuta Investment Advisors Inc. 1.24% Add +0.3% 128,322 $20.3M
XTX Topco Ltd 0.84% Add +5212.5% 127,925 $20.2M
Parisi Gray Wealth Management 5.79% Reduce -0.0% 127,824 $20.2M
Relyea Zuckerberg Hanson LLC 2.36% Add +2.6% 127,444 $20.1M
GTS Securities LLC 0.90% Reduce -84.5% 127,348 $20.1M
Boston Family Office LLC 1.34% Add +1.0% 127,247 $20.1M
CRA Financial Services, LLC 3.05% Add +3.9% 126,398 $20.0M
Commons Capital, LLC 15.21% Add +1.2% 126,221 $19.9M
Modera Wealth Management, LLC 0.25% Add +0.8% 126,049 $19.9M
McHugh Group, LLC 13.45% Reduce -0.1% 125,703 $19.9M
United Advisor Group, LLC 3.43% Add +6.7% 125,697 $19.9M
CSM Advisors, LLC 0.58% Add +9.9% 125,510 $19.8M
Trustmark Bank Trust Department 1.37% Add +3.2% 125,398 $19.8M
Camden National Bank 2.85% Reduce -0.5% 125,338 $19.8M
Duncker Streett & Co. Inc. 3.61% Add +8.5% 125,172 $19.8M
Lavaca Capital LLC 8.08% Reduce -2.6% 125,090 $19.8M
Zevin Asset Management LLC 2.84% Add +0.6% 125,072 $19.8M
Manuka Financial, LLC 10.76% Reduce -13.6% 125,641 $19.7M
Advisors Management Group Inc. 3.71% Add +18.1% 124,869 $19.7M
Martingale Asset Management L P 0.48% Add +20.6% 124,767 $19.7M
Catalyst Financial Partners LLC 2.15% Add +5.0% 124,753 $19.7M
Koss-Olinger Consulting, LLC 1.61% Add +2.9% 124,574 $19.7M
Burling Wealth Partners, LLC 3.63% Add +29.9% 124,482 $19.7M
ICICI Prudential Asset Management Co Ltd 2.45% Reduce -2.3% 124,296 $19.6M
Signal Advisors Wealth, LLC 1.53% Add +58.7% 124,100 $19.6M
Ables, Iannone, Moore & Associates, Inc. 12.20% Reduce -2.9% 124,098 $19.6M
Manchester Global Management (UK) Ltd 2.82% New 124,000 $19.6M
Alta Advisers Ltd 6.96% No change 123,762 $19.6M
Castle Rock Wealth Management, LLC 4.55% Add +3.6% 112,830 $19.5M
Prelude Capital Management, LLC 1.90% Add +128.9% 123,149 $19.5M
Motco 1.86% Reduce -0.9% 109,326 $19.4M
Nicholas Investment Partners, LP 1.94% No change 123,057 $19.4M
SOA Wealth Advisors, LLC. 3.56% Reduce -2.3% 156,178 $19.4M
Graham Capital Management, L.P. 0.59% Reduce -2.6% 122,737 $19.4M
Whitener Capital Management, Inc. 5.13% Reduce -0.6% 122,678 $19.4M
Science & Technology Partners, L.P. 5.06% New 122,200 $19.3M
DeepCurrents Investment Group LLC 21.65% New 121,777 $19.2M
Equitable Trust Co. 0.96% Reduce -12.2% 121,621 $19.2M
Cypress Capital Group 2.39% Add +2.1% 121,545 $19.2M
111 Capital 3.30% Add +0.6% 121,445 $19.2M
Inscription Capital, LLC 2.76% Add +1471.6% 121,390 $19.2M
M. Kulyk & Associates, LLC 4.16% Reduce -0.5% 121,233 $19.2M
San Luis Wealth Advisors LLC 4.11% Add +14.2% 120,952 $19.1M
Global Endowment Management, LP 2.54% No change 120,938 $19.1M
Baldwin Investment Management, LLC 2.31% Reduce -4.1% 120,936 $19.1M
MV Capital Management, Inc. 1.96% Reduce -1.8% 120,746 $19.1M
Elm Partners Management LLC 1.11% New 120,475 $19.0M
New Hampshire Trust 3.98% Add +0.1% 120,458 $19.0M
Natural Investments, LLC 4.90% Add +9.0% 120,006 $19.0M
Tounjian Advisory Partners, LLC 3.67% Reduce -1.8% 174,724 $18.9M
Cullinan Associates Inc. 1.25% Reduce -2.9% 119,824 $18.9M
Alpha Family Trust 9.35% No change 119,500 $18.9M
Steele Capital Management, Inc. 0.91% Add +0.8% 119,424 $18.9M
Schnieders Capital Management LLC 3.33% Add +52.6% 119,371 $18.9M
Ignite Planners, LLC 3.27% Reduce -1.7% 108,984 $18.8M
RKL Wealth Management LLC 1.65% Reduce -3.4% 118,796 $18.8M
RWQ Financial Management Services, Inc. 7.89% Reduce -35.4% 118,679 $18.8M
Pinnacle Wealth Planning Services, Inc. 2.46% Add +20.9% 118,489 $18.7M
Puzo Michael J 5.32% Reduce -5.1% 118,277 $18.7M
Global Assets Advisory, LLC 7.25% Reduce -59.7% 121,238 $18.6M
Van Hulzen Asset Management, LLC 1.54% Add +7.8% 116,724 $18.4M
Gryphon Financial Partners LLC 2.41% Add +17.3% 116,652 $18.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.54% Add +2.6% 116,503 $18.4M
Strategic Wealth Partners, Ltd. 1.44% — 115,810 $18.3M
Sirios Capital Management L P 2.65% Reduce -14.4% 115,721 $18.3M
D L Carlson Investment Group Inc. 3.33% Reduce -0.3% 115,629 $18.3M
American State Bank (Iowa) 10.11% Reduce -0.6% 115,615 $18.3M
Rockport Wealth LLC 4.23% Add +41.3% 115,478 $18.2M
Regal Investment Advisors LLC 1.37% Reduce -15.0% 115,428 $18.2M
Perpetual Ltd 0.21% Reduce -87.9% 115,411 $18.2M
Horizon Investment Services, LLC 7.98% Add +0.4% 115,356 $18.2M
Trust Point Inc. 1.72% Add +1.7% 115,353 $18.2M
Royal Fund Management, LLC 1.94% Add +0.2% 115,323 $18.2M
NatWest Group plc 5.37% Reduce -7.3% 114,983 $18.2M
Clear Creek Financial Management, LLC 1.73% Reduce -6.6% 114,811 $18.1M
Asset Dedication, LLC 1.32% Add +2.1% 114,756 $18.1M
Fragasso Financial Advisors Inc 1.22% Reduce -5.2% 114,710 $18.1M
Angeles Wealth Management, LLC 1.24% Add +13.8% 114,507 $18.1M
DSG Capital Advisors, LLC 3.22% Add +6.8% 114,501 $18.1M
DDD Partners, LLC 1.94% Add +9.2% 114,375 $18.1M
Lewis Asset Management, LLC 8.48% Add +8.5% 114,087 $18.0M
Liberty Capital Management, Inc. 3.63% Add +1.6% 113,905 $18.0M
Clear Harbor Asset Management, LLC 1.35% Reduce -2.1% 113,651 $18.0M
Arax Advisory Partners 0.83% Add +14.5% 113,641 $18.0M
BTG Pactual Asset Management US LLC 2.42% Reduce -4.6% 113,573 $17.9M
Dark Forest Capital Management LP 0.72% Add +75.3% 113,520 $17.9M
Ellerson Group Inc. 12.63% Reduce -1.2% 113,424 $17.9M
WP Advisors, LLC 4.92% Add +49.2% 113,278 $17.9M
Tamar Securities, LLC 2.18% Add +1.1% 113,230 $17.9M
Next Century Growth Investors LLC 1.38% Add +11.3% 113,203 $17.9M
Golden State Wealth Management, LLC 2.17% Add +20.3% 113,048 $17.9M
HWG Holdings LP 5.21% Add +3179.0% 112,765 $17.8M
CenterBook Partners LP 0.99% Reduce -13.7% 112,574 $17.8M
Manchester Financial Inc. 3.72% Reduce -8.4% 112,431 $17.8M
Cullen Investment Group, LTD. 2.51% Add +0.3% 112,430 $17.8M
Silver Oak Securities, Incorporated 1.48% Reduce -5.3% 112,415 $17.8M
Wright Investors Service Inc. 5.36% Add +3.0% 112,401 $17.8M
Visionary Wealth Advisors 0.91% Add +14.0% 112,285 $17.7M
Trek Financial, LLC 1.19% Add +154.0% 112,217 $17.7M
Kemnay Advisory Services Inc. 2.82% Add +1.7% 112,213 $17.7M
Moneco Advisors, LLC 1.65% Add +2.5% 111,979 $17.7M
Ceeto Capital Group, LLC 6.15% Add +0.8% 111,900 $17.7M
BLKBRD Asset Management, LP 9.96% Add +3003.3% 111,872 $17.7M
High Net Worth Advisory Group LLC 4.68% Add +1.4% 111,797 $17.7M
Gables Capital Management Inc. 8.34% Reduce -4.7% 111,705 $17.6M
Cinctive Capital Management LP 0.99% Add +72.7% 111,675 $17.6M
RB Capital Management, LLC 4.16% Add +2.7% 111,571 $17.6M
TradeWell Securities, LLC. 8.43% Add +1.6% 111,552 $17.6M
Dilation Capital Management LP 9.38% Add +104.5% 111,411 $17.6M
Sunpointe, LLC 6.98% Add +17.4% 111,289 $17.6M
Csenge Advisory Group 0.92% Reduce -1.4% 129,842 $17.5M
WIM INVESTMENT MANAGEMENT Ltd 5.83% No change 111,000 $17.5M
Legacy Financial Advisors, Inc. 2.74% Add +9.0% 110,990 $17.5M
WD Rutherford LLC 8.05% Reduce -7.0% 110,798 $17.5M
Realta Investment Advisors 6.91% Reduce -0.7% 110,715 $17.5M
SevenBridge Financial Group, LLC 3.07% Reduce -2.2% 94,976 $17.4M
Little House Capital LLC 4.36% Add +8.0% 110,092 $17.4M
APEIRON CAPITAL Ltd 16.41% Reduce -26.9% 160,400 $17.4M
Stelac Advisory Services LLC 6.60% Add +0.4% 109,882 $17.4M
Fire Capital Management LLC 11.02% Reduce -1.1% 109,870 $17.4M
Clearstead Trust, LLC 3.28% Add +1.2% 109,731 $17.3M
CV Advisors LLC 5.31% Add +3.1% 109,375 $17.3M
Aspiring Ventures, LLC 8.04% Add +6.4% 109,214 $17.3M
Birinyi Associates Inc. 5.04% Reduce -0.4% 109,075 $17.2M
Resonant Capital Advisors, LLC 1.10% Add +24.6% 108,838 $17.2M
Valmark Advisers, Inc. 0.24% Add +0.4% 108,797 $17.2M
Sovran Advisors, LLC 1.80% Add +0.9% 107,245 $17.2M
Central Pacific Bank - Trust Division 2.28% Add +7.7% 108,490 $17.1M
Goelzer Investment Management, Inc. 0.94% Reduce -0.4% 108,308 $17.1M
West Family Investments, Inc. 4.46% Add +180.3% 108,257 $17.1M
Tairen Capital Ltd 1.75% New 108,246 $17.1M
Aventura Private Wealth, LLC 7.40% Reduce -1.1% 108,149 $17.1M
Park Square Financial Group, LLC 12.37% Reduce -7.5% 108,070 $17.1M
Capital Group Investment Management Pte. LTD. 3.04% Reduce -15.8% 108,007 $17.1M
Community Bank & Trust, Waco, Texas 3.85% Reduce -0.5% 107,739 $17.0M
OPTIMAS CAPITAL Ltd 17.93% Add +304.5% 107,600 $17.0M
Harmony Asset Management LLC 6.36% Reduce -4.2% 107,599 $17.0M
Mesirow Financial Investment Management, Inc. 0.33% Add +2.0% 107,562 $17.0M
Colonial River Investments, LLC 7.31% Add +1.5% 103,532 $17.0M
Quantum Private Wealth, LLC 5.48% Reduce -5.8% 107,170 $16.9M
Act Two Investors LLC 3.45% Reduce -1.0% 107,128 $16.9M
Stockman Wealth Management, Inc. 2.30% Add +2503.2% 106,940 $16.9M
Fischer Financial Services, Inc. 4.96% Add +0.2% 106,993 $16.9M
Argentarii, LLC 7.74% Add +0.2% 106,763 $16.9M
Mystic Asset Management, Inc. 4.08% Reduce -4.0% 106,746 $16.9M
Nicolet Advisory Services, LLC 1.43% Add +5.0% 97,036 $16.9M
Oxford Financial Group, LTD. LLC 1.00% Reduce -17.7% 106,654 $16.9M
Hendershot Investments Inc. 2.25% Add +112.7% 106,587 $16.8M
Costello Asset Management, INC 6.32% Reduce -10.1% 106,418 $16.8M
Garden State Investment Advisory Services LLC 4.54% Reduce -0.4% 106,150 $16.8M
Cape Cod Five Cents Savings Bank 1.53% No change 137,816 $16.7M
MJP Associates Inc. 2.48% Add +9.8% 105,901 $16.7M
Bison Wealth, LLC 1.32% Add +12.7% 102,116 $16.7M
Gsa Capital Partners LLP 1.17% Add +2238.1% 105,753 $16.7M
Ashton Thomas Securities, LLC 4.04% Reduce -1.1% 105,728 $16.7M
Sonora Investment Management Group, LLC 1.24% Reduce -5.6% 105,668 $16.7M
Aspetuck Financial Management LLC 12.54% Add +0.7% 105,301 $16.6M
Alley Investment Management Company, LLC 2.01% Add +20.3% 105,298 $16.6M
Vision Capital Management, Inc. 2.18% Add +1.1% 105,085 $16.6M
L2 Asset Management, LLC 2.72% Add +4.8% 105,059 $16.6M
Legacy Capital Group California, Inc. 4.60% Add +18.0% 105,002 $16.6M
Rheos Capital Works Inc. 0.95% New 105,000 $16.6M
Montag & Caldwell, LLC 3.63% Add +21.9% 104,921 $16.6M
Willis Investment Counsel 0.97% Reduce -1.9% 104,853 $16.6M
Parkside Financial Bank & Trust 1.79% Add +6.2% 104,802 $16.6M
Bey-Douglas LLC 9.89% Add +35.6% 104,660 $16.5M
Northstar Advisory Group, LLC 8.07% Add +73.5% 104,618 $16.5M
Monolith Management Ltd 5.84% New 104,585 $16.5M
Shariaportfolio, Inc. 7.05% Add +70.5% 104,210 $16.5M
Stenger Family Office, LLC 4.24% — 91,691 $16.4M
McDonough Capital Management, Inc 9.20% Add +8.0% 103,931 $16.4M
Warm Springs Advisors Inc. 14.08% Reduce -2.9% 103,833 $16.4M
Acorns Advisers, LLC 0.14% Add +10.5% 103,459 $16.3M
Arrow Financial Corp 1.72% Add +0.1% 103,451 $16.3M
Robocap Asset Management Ltd 10.30% Reduce -3.1% 103,413 $16.3M
Tucker Asset Management LLC 5.22% Add +1.2% 103,294 $16.3M
Noked Israel Ltd 3.01% New 103,200 $16.3M
Independent Solutions Wealth Management, LLC 3.18% Reduce -2.5% 103,202 $16.3M
Lighthouse Financial LLC 12.48% Add +6.3% 103,167 $16.3M
TFR Capital, LLC. 5.90% Add +1.6% 103,150 $16.3M
Soros Capital Management LLC 4.95% Add +489.6% 102,949 $16.3M
Logan Capital Management Inc. 0.76% Reduce -24.2% 102,831 $16.2M
Strategic Investment Advisors / MI 1.58% Reduce -5.3% 102,978 $16.2M
Processus Wealth & Capital Management, LLC 12.81% Reduce -17.4% 102,616 $16.2M
Chase Investment Counsel Corp. 5.17% Add +13.3% 102,428 $16.2M
AMG National Trust Bank 0.43% Add +2.4% 102,383 $16.2M
Lazari Capital Management, Inc. 6.08% Reduce -8.4% 102,217 $16.1M
Saratoga Research & Investment Management 0.86% Add +6.1% 102,161 $16.1M
KADENSA CAPITAL Ltd 2.57% Add +83.7% 102,087 $16.1M
Destination Wealth Management 0.47% Reduce -5.7% 101,936 $16.1M
FORA Capital, LLC 1.79% New 101,834 $16.1M
Mission Creek Capital Partners, Inc. 3.57% Reduce -8.5% 101,753 $16.1M
First Business Financial Services, Inc. 1.45% Add +11.8% 101,713 $16.1M
Formidable Asset Management, LLC 2.69% Add +0.3% 145,348 $16.1M
Claro Advisors Inc. 2.65% Reduce -18.5% 101,635 $16.1M
Astoria Portfolio Advisors LLC. 4.51% Reduce -1.3% 92,368 $16.0M
Cornell Pochily Investment Advisors, Inc. 5.24% Add +0.5% 101,471 $16.0M
Paragon Financial Partners, Inc. 10.93% Add +0.2% 101,304 $16.0M
Sustainable Insight Capital Management, LLC 7.24% Add +43.8% 101,211 $16.0M
Wealth Preservation Advisors, LLC 9.85% Add +8.1% 101,122 $16.0M
Enterprise Bank & Trust Co 5.97% Reduce -4.3% 101,120 $16.0M
Community Financial Services Group, LLC 3.18% Add +0.6% 101,037 $16.0M
Doheny Asset Management 11.17% Reduce -1.0% 100,950 $15.9M
AlTi Global, Inc. 0.40% Add +24.9% 99,179 $15.9M
Accurate Wealth Management, LLC 2.43% Add +10.3% 96,867 $15.9M
Cookson Peirce & Co. Inc. 0.70% Reduce -4.0% 100,580 $15.9M
PFC Capital Group, Inc. 7.36% Reduce -2.4% 100,566 $15.9M
Riggs Asset Managment Co. Inc. 3.90% Reduce -3.5% 100,533 $15.9M
Country Club Bank 1.00% Reduce -44.0% 100,364 $15.8M
Manchester Capital Management LLC 2.08% Reduce -0.9% 100,163 $15.8M
City Holding Co. 2.07% Add +5.3% 100,035 $15.8M
Miura Global Management, LLC 16.97% Add +150.0% 100,000 $15.8M
Trinity Legacy Partners, LLC 3.84% Reduce -3.4% 92,154 $15.8M
Cunning Capital Partners, LP 8.19% No change 99,478 $15.7M
North Growth Management Ltd. 2.95% No change 99,000 $15.7M
CapitalatWork S.A. 0.48% New 99,300 $15.7M
Seven Mile Advisory 9.43% Add +0.8% 99,270 $15.7M
Patriot Financial Group Insurance Agency, LLC 1.80% Add +7.6% 99,223 $15.7M
Hohimer Wealth Management, LLC 2.81% Reduce -0.9% 99,057 $15.7M
Alteri Wealth LLC 6.05% Add +0.3% 98,696 $15.6M
Deepwater Asset Management, LLC 6.16% Reduce -21.1% 98,482 $15.6M
Palo Alto Wealth Advisors, LLC 5.88% Add +42.5% 98,339 $15.5M
Shepherd Financial Partners LLC 1.64% Add +1.2% 98,335 $15.5M
Bulltick Wealth Management, LLC 3.83% Reduce -22.9% 98,123 $15.5M
Keebeck Wealth Management 2.03% Add +5.2% 98,123 $15.5M
Menard Financial Group LLC 9.17% Reduce -1.4% 97,690 $15.4M
Schear Investment Advisers, LLC 7.63% Reduce -19.2% 97,495 $15.4M
Quotient Wealth Partners, LLC 0.45% Add +2.8% 97,387 $15.4M
Oak Asset Management, LLC 5.51% Reduce -4.5% 97,304 $15.4M
Liberty Wealth Management LLC 2.40% Reduce -4.3% 97,088 $15.3M
Connecticut Wealth Management, LLC 0.73% Add +0.1% 97,054 $15.3M
Columbus Hill Capital Management, L.P. 2.27% Reduce -67.1% 97,000 $15.3M
ZEGA Investments, LLC 3.84% Add +33.9% 96,949 $15.3M
Lanark Financial, Inc. 1.25% Add +7.1% 96,645 $15.3M
Argonautica Private Wealth Management, Inc. 4.83% Reduce -1.0% 96,599 $15.3M
Robertson Stephens Wealth Management, LLC 0.53% Reduce -2.3% 96,392 $15.2M
Beacon Bank & Trust 3.48% Reduce -3.4% 96,380 $15.2M
Hedeker Wealth, LLC 3.55% Add +0.0% 96,280 $15.2M
Ariose Capital Management Ltd 9.60% New 96,100 $15.2M
NCP Inc. 14.31% Add +8.9% 96,088 $15.2M
Spahn Wealth & Retirement LLC 9.76% Reduce -1.4% 96,084 $15.2M
Continuum Advisory, LLC 1.83% Add +6.0% 96,041 $15.2M
EPG Wealth Management LLC 4.55% Add +5.6% 95,983 $15.2M
Grove Bank & Trust 1.89% Add +2.0% 95,960 $15.2M
Blodgett Wealth Advisors, LLC 11.88% Reduce -4.8% 95,942 $15.2M
Global Wealth Management Investment Advisory, Inc. 2.84% Reduce -0.5% 95,628 $15.1M
Elevatus Welath Management 5.04% Add +122.3% 95,610 $15.1M
Renaissance Investment Group LLC 3.28% Reduce -0.5% 95,541 $15.1M
Sawyer & Company, Inc 5.07% Reduce -0.7% 75,435 $15.1M
WJ Wealth Management, LLC 4.76% Reduce -9.1% 95,528 $15.1M
Signature Estate & Investment Advisors LLC 0.35% Add +2.9% 95,345 $15.1M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 6.03% Reduce -8.4% 95,225 $15.0M
7G Capital Management, LLC 11.68% Add +216.7% 95,000 $15.0M
Paragon Advisors, LLC 3.91% Add +4.0% 94,818 $15.0M
Compass Ion Advisors, LLC 1.62% Reduce -2.7% 94,685 $15.0M
Orser Capital Management, LLC 10.65% Reduce -1.7% 94,615 $14.9M
Circle Wealth Management, LLC 0.33% Add +20.9% 94,351 $14.9M
Personal Cfo Solutions, LLC 2.75% Add +53.0% 94,192 $14.9M
Kidder Stephen W 4.47% Reduce -2.4% 94,070 $14.9M
Childress Capital Advisors, LLC 3.73% Add +8.3% 93,856 $14.8M
Bay Rivers Group 6.77% Reduce -1.2% 93,659 $14.8M
NRI Wealth Management LC 8.92% Add +1.5% 93,633 $14.8M
CNB Bank 7.00% Reduce -5.4% 93,417 $14.8M
Apella Capital, LLC 0.40% Add +2.7% 93,208 $14.7M
David J Yvars Group 8.63% Reduce -0.3% 93,249 $14.7M
RDA Financial Network 3.97% Reduce -0.6% 92,850 $14.7M
Vega Investment Solutions 3.45% Reduce -46.9% 92,789 $14.7M
McAdam, LLC 0.80% Reduce -0.9% 92,742 $14.7M
Tritonpoint Wealth, LLC 1.36% Reduce -5.6% 92,707 $14.6M
KP Management LLC 5.92% Reduce -19.6% 92,500 $14.6M
WealthPLAN Partners, LLC 2.35% Add +7.2% 92,466 $14.6M
TTP Investments, Inc. 4.79% Reduce -27.0% 92,457 $14.6M
Herold Advisors, Inc. 3.06% Reduce -19.3% 92,374 $14.6M
Intact Investment Management Inc. 0.49% Add +11.0% 92,100 $14.6M
Ratan Capital Management LP 6.72% Reduce -68.7% 92,093 $14.5M
Connable Office Inc. 1.44% Add +0.2% 92,092 $14.5M
Clean Yield Group 4.33% Reduce -2.5% 91,705 $14.5M
Cerro Pacific Wealth Advisors LLC 4.02% Add +0.7% 91,512 $14.5M
Bill Few Associates, Inc. 4.09% Reduce -13.6% 91,468 $14.5M
WealthShield Partners, LLC 1.75% Reduce -28.9% 91,442 $14.4M
Adirondack Trust Co. 5.24% Add +1.0% 91,401 $14.4M
Capital Insight Partners, LLC 2.51% Add +38.8% 91,317 $14.4M
Beacon Financial Group 1.50% Add +5.0% 91,106 $14.4M
Beverly Hills Private Wealth, LLC 2.73% Reduce -4.7% 91,045 $14.4M
Breed's Hill Capital LLC 6.92% Reduce -0.1% 90,982 $14.4M
Embree Financial Group 2.16% Add +1.4% 90,865 $14.4M
Thames Capital Management LLC 3.24% No change 90,475 $14.3M
Elevation Point Wealth Partners, LLC 1.11% Add +3.4% 91,405 $14.3M
Cascade Financial Partners, LLC 1.71% Reduce -1.9% 90,160 $14.2M
Quartz Partners, LLC 6.52% Add +6.7% 90,125 $14.2M
Strategic Advocates LLC 4.22% Add +4.4% 90,047 $14.2M
Mine & Arao Wealth Creation & Management, LLC. 6.34% Reduce -3.5% 89,957 $14.2M
BigSur Wealth Management LLC 3.58% Add +1.0% 89,857 $14.2M
Reliant Investment Partners, LLC 12.38% Reduce -0.4% 89,836 $14.2M
Leelyn Smith, LLC 2.33% Reduce -2.7% 89,833 $14.2M
Davis Selected Advisers 0.08% New 89,135 $14.1M
Capital Planning Advisors, LLC 2.06% Reduce -1.3% 89,043 $14.1M
Xcel Wealth Management, LLC 4.07% Reduce -1.4% 88,833 $14.0M
SP Asset Management LLC 1.16% Reduce -5.3% 88,826 $14.0M
DGS Capital Management, LLC 2.89% Add +4.6% 88,527 $14.0M
Dorsey Wright & Associates 3.32% Reduce -20.0% 88,474 $14.0M
Bracebridge Capital, LLC 7.70% Reduce -24.3% 88,400 $14.0M
Smith, Moore & Co. 1.17% Reduce -5.9% 88,355 $14.0M
Blue Investment Partners LLC 4.88% No change 88,121 $13.9M
Citizens & Northern Corp. 3.72% Reduce -7.3% 88,057 $13.9M
Mitchell McLeod Pugh & Williams Inc. 2.59% Add +1.6% 87,893 $13.9M
Hall Laurie J Trustee 4.59% Reduce -1.4% 87,801 $13.9M
Iowa State Bank 2.76% Add +0.8% 87,756 $13.9M
Mirabella Financial Services LLP 1.49% Reduce -88.8% 87,023 $13.8M
Smithfield Trust Co 0.65% Add +3.0% 87,296 $13.8M
LVW Advisors, LLC 1.54% Add +12.2% 87,283 $13.8M
Delta Financial Advisors LLC 4.85% Add +1.3% 87,235 $13.8M
Diversified Enterprises, LLC 1.03% Add +2.5% 87,207 $13.8M
Sax Wealth Advisors, LLC 0.83% Add +45.9% 87,192 $13.8M
Quantbot Technologies LP 0.35% Add +13.7% 87,126 $13.8M
Quadcap Wealth Management, LLC 1.74% Add +5.2% 86,896 $13.7M
Ameritas Advisory Services, LLC 0.72% Reduce -42.4% 86,844 $13.7M
Cordatus Wealth Management LLC 3.37% Add +0.1% 86,835 $13.7M
Optimum Investment Advisors 5.96% Reduce -1.9% 86,830 $13.7M
FCG Investment Co 7.15% Add +5.4% 86,779 $13.7M
Jacobi Capital Management LLC 0.91% Add +5.3% 86,707 $13.7M
Confluence Wealth Services, Inc. 0.75% Add +1.1% 86,622 $13.7M
Drive Wealth Management, LLC 3.00% Reduce -8.6% 86,524 $13.7M
Weaver Capital Management LLC 3.36% Add +0.2% 86,347 $13.6M
Ellsworth Advisors, LLC 3.32% Add +6.3% 86,252 $13.6M
Panoramic Capital, LLC 10.50% Add +590.0% 86,250 $13.6M
Waters Parkerson & Co., LLC 0.68% Add +2.0% 86,209 $13.6M
Obsidian Cio, LLC 1.98% Add +2.5% 86,146 $13.6M
Victrix Investment Advisors 6.02% Add +4.1% 86,083 $13.6M
Strategic Planning, Inc. 8.14% Reduce -0.7% 86,076 $13.6M
Altrafin AG 4.60% Reduce -4.2% 86,055 $13.6M
Capital Analysts, LLC 0.45% Add +30.9% 85,921 $13.6M
Finer Wealth Management, Inc. 7.24% Add +0.7% 85,774 $13.6M
Virtue Capital Management, LLC 2.49% Reduce -15.6% 85,694 $13.5M
SeaTown Holdings Pte. Ltd. 7.95% Add +41.7% 85,467 $13.5M
Osprey Private Wealth LLC 7.34% Add +2.7% 84,655 $13.5M
Appleton Partners Inc. 0.95% Add +1.5% 85,267 $13.5M
JTC Employer Solutions Trustee Ltd 1.28% Reduce -76.5% 85,298 $13.5M
McBroom & Associates, LLC 7.70% No change 124,151 $13.5M
SYM FINANCIAL Corp 1.50% Add +4.6% 84,949 $13.4M
Portside Wealth Group, LLC 1.98% Add +1.1% 84,575 $13.4M
Fiduciary Group, LLC 1.25% Add +2.7% 84,172 $13.3M
SLT Holdings LLC 10.19% Reduce -3.3% 84,130 $13.3M
Hollencrest Capital Management 0.57% Add +17.2% 83,928 $13.3M
Anchor Investment Management, LLC 1.16% Add +5.2% 83,907 $13.3M
Cornerstone Enterprises, LLC 7.13% Add +12.0% 83,848 $13.2M
Clarity Capital Partners LLC 4.74% Add +1.6% 83,766 $13.2M
LVM Capital Management Ltd. 1.37% Add +2.7% 83,632 $13.2M
Canal Capital Management, LLC 2.08% Add +5.2% 83,631 $13.2M
Fortem Financial Group, LLC 4.25% Add +0.9% 83,461 $13.2M
Jeppson Wealth Management, LLC 4.55% Reduce -3.6% 83,291 $13.2M
NWF Advisory Services Inc. 1.57% Add +87.6% 83,164 $13.1M
Wayfinding Financial, LLC 5.88% Reduce -2.5% 72,989 $13.1M
MinichMacGregor Wealth Management, LLC 2.81% Reduce -10.0% 82,227 $13.1M
Pittenger & Anderson Inc. 0.48% Reduce -44.1% 83,082 $13.1M
Portfolio Design Labs, LLC 2.58% Reduce -49.3% 83,035 $13.1M
Verdence Capital Advisors LLC 0.89% Add +10.9% 82,911 $13.1M
Pennsylvania Capital Management Inc. 4.20% Reduce -24.5% 82,881 $13.1M
Notis-McConarty Edward 6.37% Reduce -1.0% 82,797 $13.1M
Ar Asset Management Inc. 2.94% Reduce -0.0% 82,780 $13.1M
Journey Advisory Group, LLC 1.02% Reduce -6.0% 82,722 $13.1M
Janney Capital Management LLC 0.84% Reduce -1.8% 82,593 $13.0M
CVA Family Office, LLC 1.83% Add +16.3% 82,510 $13.0M
Griffin Asset Management, Inc. 1.54% Reduce -1.6% 82,403 $13.0M
Entropy Technologies, LP 1.03% Add +13.1% 82,370 $13.0M
Clare Market Investments LLC 2.89% Add +6.3% 82,320 $13.0M
Forge First Asset Management Inc. 4.70% No change 82,370 $13.0M
Windle Wealth, LLC 6.35% Add +2.5% 82,192 $13.0M
Strengthening Families & Communities, LLC 7.22% Add +0.8% 83,132 $13.0M
Destiny Wealth Partners, LLC 1.74% Add +48.2% 82,137 $13.0M
Mirabaud Asset Management Ltd 6.04% Add +11.1% 82,247 $13.0M
TCFG Wealth Management, LLC 5.91% Reduce -1.5% 82,086 $13.0M
Provenance Wealth Advisors, LLC 1.86% Reduce -18.7% 82,029 $13.0M
NorthStar Asset Management LLC 6.83% Reduce -3.4% 81,981 $13.0M
Meridian Wealth Advisors, LLC 2.05% Reduce -6.9% 81,976 $13.0M
Bard Financial Services, Inc. 1.55% No change 81,950 $12.9M
Sassicaia Capital Advisers LLC 8.11% Add +502.2% 81,895 $12.9M
Sterling Investment Advisors, Ltd. 2.84% Add +5.0% 81,879 $12.9M
Oxler Private Wealth LLC 4.06% Add +0.0% 81,858 $12.9M
Tyche Wealth Partners LLC 2.60% Add +8.5% 81,849 $12.9M
Wrapmanager Inc. 3.15% Reduce -1.2% 81,793 $12.9M
Midwest Professional Planners, LTD. 3.40% Add +0.6% 81,629 $12.9M
First Heartland Consultants, Inc. 1.15% Reduce -0.8% 81,604 $12.9M
Slagle Financial, LLC 5.19% Add +13.7% 81,544 $12.9M
Abundance Wealth Counselors 2.41% Add +0.5% 79,527 $12.9M
Boston Standard Wealth Management, LLC 2.32% Add +2473.3% 81,420 $12.9M
StoneCrest Wealth Management, Inc. 6.13% Reduce -0.1% 81,396 $12.9M
Kercheville Advisors, LLC 4.44% Reduce -10.9% 81,379 $12.9M
MADDEN SECURITIES Corp 4.39% Add +3.1% 81,322 $12.8M
Sivia Capital Partners, LLC 4.37% Add +9.7% 81,224 $12.8M
MainStreet Investment Advisors LLC 1.77% Add +0.0% 81,076 $12.8M
Capital City Trust Co. 3.32% Reduce -14.7% 81,058 $12.8M
S.A. Mason LLC 6.19% Reduce -2.3% 81,009 $12.8M
Eastover Investment Advisors LLC 5.73% Reduce -0.4% 80,873 $12.8M
Cherry Creek Investment Advisors, Inc. 5.99% Reduce -1.4% 80,841 $12.8M
Alyeska Investment Group, L.P. 0.05% New 80,733 $12.8M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.79% Add +2.3% 80,517 $12.7M
Fortress Private Ledger, LLC 5.78% Add +3.0% 80,543 $12.7M
Millstone Evans Group, LLC 8.67% Reduce -0.1% 80,492 $12.7M
Nvwm, LLC 3.06% Reduce -6.0% 80,326 $12.7M
Sargent Investment Group, LLC 1.71% Add +5.3% 70,647 $12.7M
Polar Asset Management Partners Inc. 0.43% Reduce -28.4% 80,191 $12.7M
Money Concepts Capital Corp. 0.85% Reduce -0.5% 80,118 $12.7M
HITE Hedge Asset Management LLC 0.73% Add +251.0% 80,041 $12.6M
Freedom Investment Management, Inc. 1.00% Reduce -1.1% 79,701 $12.6M
Asset Advisors Investment Management, LLC 1.24% Reduce -1.4% 79,690 $12.6M
VCI Wealth Management LLC 4.41% Add +7.5% 79,688 $12.6M
Marshall Financial Group, LLC 2.47% Add +1.4% 79,447 $12.6M
Donaldson Capital Management, LLC 0.46% Add +7.4% 79,532 $12.6M
Austin Private Wealth, LLC 0.99% Reduce -0.1% 79,366 $12.5M
Hudson Canyon Capital Management 7.80% Reduce -2.6% 79,350 $12.5M
Privium Fund Management B.V. 2.70% Add +11.0% 81,000 $12.5M
ROI Financial Advisors, LLC 7.96% Reduce -3.8% 79,275 $12.5M
Greenfield Seitz Capital Management, LLC 4.43% Reduce -0.2% 79,247 $12.5M
United Capital Management of KS, Inc. 1.96% Add +12.7% 79,155 $12.5M
Impact Capital Partners LLC 4.10% Add +4.7% 79,115 $12.5M
Sheets Smith Wealth Management 1.46% Reduce -4.3% 79,003 $12.5M
Financial Life Planners 10.11% Add +0.2% 78,622 $12.4M
Pegasus Asset Management, Inc. 4.26% Add +2.4% 78,593 $12.4M
Transamerica Financial Advisors, LLC 1.17% Reduce -0.8% 78,565 $12.4M
Stansberry Asset Management, LLC 1.43% Add +5.7% 78,549 $12.4M
Audent Global Asset Management, LLC 8.83% Reduce -0.4% 78,298 $12.4M
Alaethes Wealth, LLC 3.69% Add +0.0% 78,215 $12.4M
Jupiter Wealth Management LLC 6.24% Add +18.3% 68,051 $12.4M
TCV Trust & Wealth Management, Inc. 1.08% Add +1203.4% 78,176 $12.4M
Dudley Capital Management, LLC 6.19% Reduce -17.8% 78,160 $12.3M
Oakworth Capital, Inc. 0.79% Add +3.0% 78,041 $12.3M
McKinley Carter Wealth Services, Inc. 0.69% Add +5.1% 78,033 $12.3M
Piar LLC 13.75% Reduce -0.6% 113,695 $12.3M
Howard Financial Services, LTD. 1.62% Reduce -3.7% 77,993 $12.3M
CORDA Investment Management, LLC. 0.90% Add +148.6% 77,797 $12.3M
Nicollet Investment Management, Inc. 4.12% Reduce -2.4% 77,795 $12.3M
Eagle Strategies LLC 1.87% Add +2.2% 77,722 $12.3M
Oak Harvest Investment Services 1.53% Add +39.1% 77,419 $12.2M
Moser Wealth Advisors, LLC 5.86% Reduce -4.5% 77,236 $12.2M
Barrett & Company, Inc. 4.57% Reduce -20.7% 77,145 $12.2M
Geneva Partners, LLC 4.84% Reduce -34.8% 77,130 $12.2M
MBL Wealth, LLC 1.17% Reduce -0.4% 77,122 $12.2M
Pursue Wealth Partners LLC 6.92% Add +2.3% 77,115 $12.2M
NewSquare Capital LLC 0.91% Add +10.1% 77,075 $12.2M
Columbia Bank 3.71% Reduce -1.4% 76,014 $12.2M
Bouvel Investment Partners, LLC 4.11% Add +3.2% 76,961 $12.2M
Beacon Capital Management, LLC 1.64% Add +2.4% 76,935 $12.2M
Schaper Benz & Wise Investment Counsel Inc. 0.93% Reduce -3.1% 76,906 $12.2M
Wambolt & Associates, LLC 4.10% Reduce -9.0% 79,141 $12.1M
Nicolet Bankshares Inc. 2.10% Add +0.8% 76,750 $12.1M
Evanson Asset Management, LLC 0.75% Add +4.3% 76,580 $12.1M
Providence Capital Advisors, LLC 2.22% Add +1.9% 76,559 $12.1M
FWL Investment Management, LLC 3.70% Add +4.0% 76,534 $12.1M
Spinnaker Trust 0.73% Add +1.8% 76,464 $12.1M
Schmidt P J Investment Management Inc. 2.09% Add +42.2% 76,411 $12.1M
Victory Financial Group, LLC 1.92% Add +15.5% 76,408 $12.1M
Paces Ferry Wealth Advisors, LLC 5.54% Reduce -2.1% 76,392 $12.1M
Resources Management Corp. /CT/ 1.64% Add +0.4% 76,346 $12.1M
Point72 Europe (London) LLP 0.62% Reduce -8.2% 76,300 $12.1M
State of Wyoming 1.47% Add +1.0% 76,299 $12.1M
Ipswich Investment Management Co., Inc. 2.91% Reduce -1.8% 76,273 $12.1M
Mechanics Bank Trust Department 1.73% Reduce -14.6% 76,207 $12.0M
Mattson Financial Services, LLC 3.25% Reduce -4.2% 76,185 $12.0M
K.J. Harrison & Partners Inc 1.98% Add +58.9% 75,732 $12.0M
Chapin Davis, Inc. 3.30% Reduce -40.1% 75,576 $11.9M
Brandywine Oak Private Wealth LLC 1.11% Add +1.1% 75,576 $11.9M
Sage Capital Management, LLC 5.75% Add +5.0% 75,552 $11.9M
Blue Sky Capital Consultants Group, Inc. 6.13% Reduce -0.2% 75,504 $11.9M
Pacific Wealth Strategies Group, Inc. 7.84% Add +11.0% 67,014 $11.9M
Revolve Wealth Partners, LLC 1.56% Reduce -5.2% 75,405 $11.9M
Abbot Financial Management, Inc. 5.49% Reduce -1.0% 75,390 $11.9M
Aviso Wealth Management 5.56% Reduce -1.6% 75,333 $11.9M
TFB Advisors LLC 3.12% Reduce -3.2% 75,328 $11.9M
Colonial Trust Co / SC 1.73% Reduce -0.9% 75,313 $11.9M
Nkcfo LLC 4.97% New 75,300 $11.9M
Lee Danner & Bass Inc. 0.92% Add +0.2% 75,208 $11.9M
1ST Source Bank 0.66% Add +4.2% 75,195 $11.9M
S&co Inc. 0.76% No change 75,132 $11.9M
Moss Adams Wealth Advisors LLC 1.08% Add +10.9% 75,092 $11.9M
RedJay Asset Management Inc. 2.78% Add +0.7% 75,000 $11.8M
Papamarkou Wellner Asset Management inc. 7.84% Reduce -2.5% 74,965 $11.8M
J.Safra Asset Management Corp 0.82% Add +19.8% 74,875 $11.8M
Ameriflex Group, Inc. 6.21% Reduce -11.4% 76,263 $11.8M
Convergence Investment Partners, LLC 3.00% Reduce -6.4% 74,805 $11.8M
Barometer Capital Management Inc. 3.26% New 74,577 $11.8M
Hayek Kallen Investment Management 4.00% Add +3.5% 74,520 $11.8M
Westmount Partners, LLC 3.23% Reduce -10.7% 74,460 $11.8M
Nadler Financial Group, Inc. 1.20% Add +3.4% 74,353 $11.7M
Bath Savings Trust Co 1.19% Reduce -2.0% 74,321 $11.7M
Harbor Investment Advisory, LLC 1.05% Add +0.1% 74,270 $11.7M
NBT Bank, N.A. 0.81% Add +4.0% 74,253 $11.7M
Park Place Capital Corp 2.67% Add +11.7% 76,417 $11.7M
Flow Traders U.S. LLC 0.43% New 74,134 $11.7M
Kentucky Farm Bureau Mutual Insurance Co 2.50% No change 74,000 $11.7M
Heartland Bank & Trust Co 5.47% Reduce -1.2% 73,921 $11.7M
Roberts Capital Advisors, LLC 8.64% No change 73,850 $11.7M
Rossmore Private Capital 1.36% Add +23.6% 73,474 $11.6M
Leo Wealth, LLC 0.90% Add +96.5% 73,404 $11.6M
Wealth Alliance Advisory Group, LLC 2.20% Add +6.7% 73,276 $11.6M
Revere Asset Management, Inc 5.60% Add +317.7% 73,072 $11.5M
Ransom Advisory, Ltd 5.43% Reduce -4.4% 72,918 $11.5M
Comgest Global Investors S.A.S. 0.20% Add +6.5% 72,870 $11.5M
KG Capital Management 3.40% Reduce -7.1% 72,856 $11.5M
Financial Advisors Network, Inc. 1.74% Add +4.7% 72,855 $11.5M
LCM Capital Management Inc 5.98% Add +3.3% 72,818 $11.5M
GWN Securities Inc. 2.13% Reduce -75.2% 72,700 $11.5M
KPP Advisory Services LLC 1.90% Reduce -0.0% 72,723 $11.5M
Strait & Sound Wealth Management LLC 4.86% Reduce -1.1% 72,478 $11.5M
Martin Capital Advisors, LLP 7.45% Add +0.3% 72,474 $11.5M
Peterson Wealth Management 6.77% Add +1.1% 72,264 $11.4M
Agp Franklin, LLC 6.04% Add +0.3% 72,227 $11.4M
Avaii Wealth Management, LLC 5.07% Add +7.6% 72,174 $11.4M
Jackson Wealth Management, LLC 1.24% Reduce -3.7% 72,114 $11.4M
Consilium Wealth Advisory, LLC 4.81% Add +6.4% 72,108 $11.4M
Prevail Innovative Wealth Advisors, LLC 2.55% Add +5.8% 72,050 $11.4M
Tempus Wealth Planning, LLC 2.84% Reduce -11.9% 72,015 $11.4M
Hilltop National Bank 2.97% — 72,004 $11.4M
Archon Partners LLC 1.31% Add +10.8% 72,000 $11.4M
BSW Wealth Partners 1.55% Add +1.6% 71,743 $11.3M
Ulland Investment Advisors, LLC 9.28% Reduce -5.5% 71,702 $11.3M
Sentry Investment Management LLC 6.24% Reduce -0.7% 70,696 $11.3M
Delaney Dennis R 5.81% Reduce -2.1% 71,575 $11.3M
Alta Wealth Advisors LLC 5.33% Add +0.3% 71,533 $11.3M
Joel Isaacson & Co., LLC 0.46% Add +17.4% 71,366 $11.3M
IMA Advisory Services, Inc. 1.21% Add +0.3% 71,361 $11.3M
Cornerstone Advisory, LLC 1.21% Reduce -3.1% 71,254 $11.3M
Jacksonville Wealth Management, LLC 9.04% Add +1.5% 71,197 $11.2M
Platform Technology Partners 2.94% Add +7.5% 71,148 $11.2M
Carret Asset Management, LLC 1.20% Reduce -4.2% 70,964 $11.2M
Convergence Financial, LLC 1.93% Reduce -3.2% 70,929 $11.2M
Allen Capital Group, LLC 1.17% Add +2.8% 70,916 $11.2M
LRI Investments, LLC 0.95% Add +6.2% 70,692 $11.2M
Essex LLC 2.20% Add +92.0% 70,662 $11.2M
Millennium Capital Advisors, LLC 7.44% Add +1.3% 70,661 $11.2M
American National Bank & Trust 1.14% Add +10.6% 70,597 $11.2M
Brevan Howard Capital Management LP 0.12% Reduce -89.2% 70,380 $11.1M
Wealth Alliance, LLC 1.24% Add +7.2% 70,332 $11.1M
Capital Wealth Planning, LLC 0.09% Add +115.7% 70,099 $11.1M
Morgens Waterfall Vintiadis & Co. Inc. 8.11% No change 70,000 $11.1M
TOWER TRUST & INVESTMENT Co 7.86% Reduce -0.4% 69,986 $11.1M
Fiduciary Financial Group, LLC 2.00% Add +2.6% 72,099 $11.1M
Guerra Pan Advisors, LLC 7.28% Reduce -0.4% 69,930 $11.0M
Goodman Advisory Group, LLC 3.75% Reduce -16.3% 69,880 $11.0M
Capital Market Strategies LLC 7.71% Reduce -34.8% 69,836 $11.0M
Outlook Wealth Advisors, LLC 2.84% Add +19.4% 69,823 $11.0M
GFS Advisors, LLC 1.51% Add +70.7% 69,821 $11.0M
NovaPoint Capital, LLC 3.38% Add +6.5% 69,725 $11.0M
Trilogy Capital Inc. 0.53% Add +4.5% 69,584 $11.0M
Symmetry Investments LP 0.92% Add +51.2% 69,459 $11.0M
West Oak Capital, LLC 5.51% Reduce -1.1% 69,399 $11.0M
TFG Advisers LLC 3.75% Add +0.0% 69,347 $11.0M
Nikulski Financial, Inc. 3.00% Add +8.0% 69,265 $10.9M
Bradley & Co. Private Wealth Management, LLC 6.69% Reduce -3.2% 69,153 $10.9M
TRUE Private Wealth Advisors 1.23% Add +26.7% 69,046 $10.9M
Channel Wealth LLC 3.08% Add +3.3% 69,017 $10.9M
Invst, LLC 1.36% Add +9.3% 68,856 $10.9M
Intellectus Partners, LLC 2.35% Add +2.6% 68,745 $10.9M
Investment Research & Advisory Group, Inc. 4.04% Reduce -0.9% 68,700 $10.9M
Fox Hill Wealth Management 5.58% Add +24.1% 68,692 $10.9M
Keystone Wealth Services, LLC 2.61% Reduce -2.7% 68,598 $10.8M
Cromwell Holdings LLC 6.56% Reduce -1.3% 68,472 $10.8M
CGN Advisors LLC 0.97% Add +0.3% 68,460 $10.8M
Clifford Swan Investment Counsel LLC 0.38% Add +3.9% 68,357 $10.8M
WESPAC Advisors SoCal, LLC 2.41% Reduce -3.5% 68,321 $10.8M
CM Wealth Advisors LLC 3.16% Reduce -14.7% 68,040 $10.8M
Smith Anglin Financial, LLC 0.97% Reduce -2.3% 68,013 $10.7M
CPC Advisors, LLC 1.35% Reduce -0.2% 67,993 $10.7M
Eaton Financial Holdings Company, LLC 3.30% Add +94.1% 67,802 $10.7M
Bar Harbor Wealth Management 0.69% Add +10.3% 67,765 $10.7M
Crosslink Capital Inc. 0.61% New 67,725 $10.7M
WT Wealth Management 3.17% Reduce -0.3% 67,670 $10.7M
Paragon Private Wealth Management, LLC 4.25% Add +16.2% 67,607 $10.7M
Hartford Financial Management Inc. 2.92% Reduce -9.2% 67,525 $10.7M
Versant Capital Management, Inc 1.62% Add +11.9% 67,440 $10.7M
Barrier Capital Management, LLC 7.27% New 67,400 $10.6M
Faithward Advisors, LLC 1.65% Reduce -25.9% 67,339 $10.6M
Trivant Custom Portfolio Group, LLC 5.86% Reduce -3.2% 67,310 $10.6M
Commonwealth Financial Services, LLC 2.05% Add +5.6% 67,256 $10.6M
Mayflower Financial Advisors, LLC 1.48% Add +2.1% 67,128 $10.6M
Activest Wealth Management 2.56% Reduce -1.3% 67,110 $10.6M
Prosperity Financial Group, Inc. 4.51% Reduce -4.3% 67,078 $10.6M
MCF Advisors LLC 0.70% Add +22.7% 66,956 $10.6M
Synergy Financial Group, LTD 7.79% Add +1.3% 66,959 $10.6M
Heritage Trust Co 1.22% Add +0.0% 66,834 $10.6M
United Bank 4.03% Reduce -7.2% 66,696 $10.5M
Wellington Shields & Co., LLC 2.98% Add +0.7% 66,693 $10.5M
Park Capital Management, LLC / WI 9.75% Add +0.3% 66,675 $10.5M
Altshuler Shaham Ltd 0.34% Reduce -5.7% 66,574 $10.5M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.62% Reduce -37.0% 66,500 $10.5M
Fairscale Capital, LLC 7.63% Add +7.2% 59,007 $10.5M
Pines Wealth Management, LLC 3.71% Add +10.5% 65,830 $10.5M
Mathes Company, Inc. 3.92% Reduce -2.3% 66,376 $10.5M
Wimmer Associates 1, LLC 5.36% Reduce -0.2% 66,350 $10.5M
Birch Hill Investment Advisors LLC 0.47% Add +32.8% 66,318 $10.5M
Iyo Bank, Ltd. 4.23% No change 66,300 $10.5M
Oarsman Capital, Inc. 1.64% Add +1.7% 66,290 $10.5M
Beam Wealth Advisors, Inc. 3.11% Reduce -14.4% 66,125 $10.4M
IFC Advisors LLC 1.95% Add +5.2% 66,069 $10.4M
Totem Point Management, LLC 10.98% Add +75.2% 66,014 $10.4M
Gilbert & Cook, Inc. 1.41% Reduce -1.6% 65,885 $10.4M
Chokshi & Queen Wealth Advisors, Inc 5.96% Reduce -20.3% 65,883 $10.4M
Merrion Investment Management Co, LLC 6.75% Reduce -3.9% 65,830 $10.4M
Union Heritage Capital, LLC 3.62% No change 65,740 $10.4M
Viewpoint Capital Management LLC 5.09% Reduce -1.7% 65,662 $10.4M
Kesler, Norman & Wride, LLC 1.84% Reduce -2.4% 65,643 $10.4M
Wellington Shields Capital Management, LLC 1.75% Reduce -16.8% 65,375 $10.3M
Harvest Investment Services, LLC 2.30% Reduce -0.7% 65,002 $10.3M
Viking Fund Management LLC 1.41% No change 65,000 $10.3M
CYBER HORNET ETFs LLC 7.39% Reduce -1.2% 64,972 $10.3M
ONE Advisory Partners, LLC 3.42% Reduce -3.3% 60,037 $10.3M
Robbins Farley 4.77% Add +0.4% 64,872 $10.2M
Alps Advisors Inc. 0.06% Reduce -10.4% 64,810 $10.2M
Peregrine Asset Advisers, Inc. 3.19% Add +4.2% 64,748 $10.2M
Triasima Portfolio Management inc. 1.87% Add +18.5% 64,600 $10.2M
Intrua Financial, LLC 1.46% Add +1.7% 64,401 $10.2M
Smith Group Asset Management, LLC 0.67% Reduce -4.9% 64,395 $10.2M
Altman Advisors, Inc. 4.15% Add +25.3% 66,327 $10.2M
Catalyst Funds Management Pty Ltd 2.81% Reduce -46.9% 64,358 $10.2M
Shaker Investments LLC 4.16% Add +45.7% 64,351 $10.2M
Enclave Advisors LLC 1.64% Reduce -4.6% 64,317 $10.2M
Cardiff Park Advisors, LLC 0.88% Reduce -2.9% 64,281 $10.2M
Chickasaw Capital Management LLC 0.40% Add +6.1% 64,267 $10.2M
Field & Main Bank 3.30% Reduce -1.3% 64,270 $10.2M
Arista Wealth Management, LLC 1.40% Add +2506.4% 64,223 $10.1M
Game Plan Financial Advisors, LLC 4.44% Reduce -2.0% 64,148 $10.1M
Miller Wealth Advisors, LLC 4.74% Add +4.3% 64,116 $10.1M
Advisors Preferred, LLC 1.67% Reduce -18.4% 66,000 $10.1M
Soundwatch Capital LLC 1.72% New 18,090 $10.1M
FSM Wealth Advisors, LLC 1.64% Add +8.7% 63,851 $10.1M
Long Run Wealth Advisors, LLC 2.12% Reduce -11.2% 63,929 $10.1M
Centurion Wealth Management LLC 2.90% Reduce -27.8% 63,918 $10.1M
Summit Wealth Group LLC / Co. 2.53% — 63,833 $10.1M
Element Squared LLC 6.29% — 63,814 $10.1M
October Effect Ltd 12.15% — 63,806 $10.1M
Financial Management Network Inc. 1.80% Add +0.5% 63,124 $10.1M
Ascent Wealth Partners, LLC 1.24% Reduce -0.5% 63,603 $10.0M
Mainstay Capital Management LLC 0.49% Add +94.8% 63,492 $10.0M
Eagle Bluffs Wealth Management LLC 4.77% Reduce -0.0% 63,479 $10.0M
Dempze Nancy E 5.78% Reduce -1.9% 63,386 $10.0M
Y.D. More Investments Ltd 0.69% Add +52.7% 63,164 $10.0M
Prosperitas Financial LLC 4.68% Add +4.7% 63,099 $10.0M
Tsfg, LLC 1.80% Add +1.2% 63,043 $10.0M
Aviance Capital Partners, LLC 1.30% Reduce -1.4% 62,951 $9.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.17% Reduce -19.3% 62,878 $9.9M
Hoxton Planning & Management, LLC 3.43% Reduce -2.4% 62,852 $9.9M
Ayalon Insurance Comp Ltd. 2.86% No change 62,725 $9.9M
JB Capital LLC 0.48% Reduce -1.7% 62,669 $9.9M
Clarendon Private LLC 9.51% Reduce -3.9% 62,628 $9.9M
Clough Capital Partners L P 0.99% New 62,450 $9.9M
Baker Tilly Wealth Management, LLC 3.52% Reduce -0.5% 62,409 $9.9M
J Hagan Capital, Inc. 6.65% Reduce -2.8% 57,460 $9.8M
Sitrin Capital Management LLC 5.02% Reduce -8.9% 62,310 $9.8M
Accredited Investors Inc. 0.58% Reduce -12.7% 62,182 $9.8M
Avantax Planning Partners, Inc. 0.31% Add +9.7% 62,037 $9.8M
Armistice Capital, LLC 0.37% Reduce -41.6% 62,000 $9.8M
Stonebrook Private Inc. 2.29% Reduce -12.3% 61,955 $9.8M
Mirador Capital Partners LP 1.59% Add +0.5% 61,753 $9.8M
Successful Portfolios LLC 6.00% Reduce -0.8% 61,749 $9.8M
Elyxium Wealth, LLC 3.65% Add +11.6% 61,589 $9.7M
Mitchell Sinkler & Starr 4.65% Add +2.2% 61,461 $9.7M
Haverford Financial Services, Inc. 2.87% Reduce -0.8% 61,453 $9.7M
Legacy Bridge, LLC 4.58% Add +5.3% 61,144 $9.7M
Cottage Street Advisors LLC 5.02% Reduce -0.5% 61,124 $9.7M
Canandaigua National Bank & Trust Co. 0.90% Reduce -5.9% 61,061 $9.6M
Lineweaver Wealth Advisors, LLC 1.52% Reduce -3.3% 61,039 $9.6M
Benson Investment Management Company, Inc. 3.66% Reduce -0.1% 60,940 $9.6M
Kennedy Investment Group, Inc. 4.09% Add +1.3% 60,913 $9.6M
Beaton Management Co. Inc. 4.69% Reduce -3.0% 60,785 $9.6M
AMS Capital Ltda 3.62% Reduce -51.5% 60,746 $9.6M
Flynn Zito Capital Management, LLC 4.04% Reduce -3.4% 60,700 $9.6M
SMART Wealth LLC 3.00% Reduce -23.1% 60,573 $9.6M
Summit Asset Management, LLC 1.55% Add +2.0% 60,342 $9.5M
Blossom Wealth Management 16.88% Reduce -3.2% 60,302 $9.5M
AssuredPartners Investment Advisors, LLC 2.32% Add +39.0% 60,166 $9.5M
Guardian Asset Advisors, LLC 5.46% Reduce -0.3% 60,119 $9.5M
Alexander Labrunerie & Co., Inc. 3.94% Reduce -0.1% 60,090 $9.5M
Richard P Slaughter Associates Inc 1.94% Add +11.2% 60,083 $9.5M
Newman Dignan & Sheerar, Inc. 2.18% Reduce -11.2% 60,009 $9.5M
RBF Capital, LLC 0.47% New 60,000 $9.5M
Crown Advisors Management, Inc. 7.56% Reduce -14.3% 60,000 $9.5M
Westbourne Investments, Inc. 5.04% Reduce -5.7% 59,782 $9.4M
Modus Advisors, LLC 2.79% Add +1.5% 59,472 $9.4M
Richardson Capital Management LLC 4.93% Reduce -1.6% 59,471 $9.4M
Romano Brothers and Company 1.16% Reduce -2.9% 59,469 $9.4M
Moseley Investment Management Inc. 3.24% Add +2.6% 59,452 $9.4M
Sound Income Strategies, LLC 0.54% Add +6.5% 59,350 $9.4M
First Western Trust Bank 0.42% Add +53.4% 59,217 $9.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.04% Reduce -1.2% 59,157 $9.3M
Bellwether Advisors, LLC 1.59% Reduce -30.9% 59,086 $9.3M
Viawealth, LLC 5.51% Reduce -1.6% 59,011 $9.3M
Triton Wealth Management, PLLC 3.97% — 53,623 $9.3M
Verde Servicos Internacionais S.A. 4.08% Reduce -21.3% 58,957 $9.3M
Atika Capital Management LLC 0.97% Add +13.1% 58,800 $9.3M
Am Investment Strategies LLC 2.18% Add +19.5% 58,748 $9.3M
Chesapeake Wealth Management 3.09% Reduce -1.1% 58,684 $9.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.60% Add +8.6% 58,575 $9.3M
Agur Provident & Training Funds Management Ltd. 3.50% Reduce -14.2% 58,550 $9.3M
Middleton & Co. Inc. 1.04% Add +9.4% 58,479 $9.2M
Kaizen Financial Strategies 4.71% Reduce -1.9% 58,472 $9.2M
Fiduciary Family Office, LLC 3.02% Reduce -3.9% 58,428 $9.2M
Naples Global Advisors, LLC 0.79% Add +23.9% 58,406 $9.2M
Element Pointe Advisors, LLC 2.23% Reduce -21.6% 58,311 $9.2M
Bank Ozk 3.53% Reduce -1.6% 58,271 $9.2M
American Trust 0.87% Add +28.0% 58,268 $9.2M
Verde Capital Management 2.27% Add +4.1% 58,234 $9.2M
1776 Wealth LLC 3.78% Add +7.2% 58,163 $9.2M
Floyd Financial Group LLC 8.49% Add +0.8% 57,656 $9.2M
XML Financial, LLC 0.80% Reduce -8.4% 57,994 $9.2M
Asahi Life Asset Management Co., LTD. 5.35% Add +4.2% 57,972 $9.2M
CacheTech Inc. 1.68% Reduce -2.4% 57,907 $9.1M
Seeds Investor LLC 2.14% Add +5.5% 57,603 $9.1M
Vancity Investment Management Ltd 1.15% Add +8.1% 57,512 $9.1M
US Asset Management LLC 7.86% Reduce -7.1% 57,370 $9.1M
Amarillo National Bank 1.68% Add +523.4% 57,292 $9.1M
Silphium Asset Management Ltd 3.22% Add +68.1% 57,230 $9.0M
Proactive Wealth Strategies LLC 4.27% Add +3.8% 57,222 $9.0M
Financial Enhancement Group LLC 1.29% Reduce -0.5% 54,813 $9.0M
Kimelman & Baird, LLC 0.74% Add +2.0% 57,171 $9.0M
Regatta Capital Group, LLC 1.55% Add +1.7% 57,152 $9.0M
Creative Financial Designs Inc. 0.65% Add +3.9% 57,093 $9.0M
Earned Wealth Advisors, LLC 1.77% Add +0.2% 57,029 $9.0M
River Street Advisors LLC 3.88% Add +4.2% 57,018 $9.0M
WealthBridge Capital Management, LLC 2.28% Add +4.2% 57,017 $9.0M
Libra Wealth LLC 2.94% Add +1.1% 56,966 $9.0M
Summit Place Financial Advisors, LLC 4.53% Add +1.7% 56,953 $9.0M
Hancock Prospecting Pty Ltd 0.29% New 56,790 $9.0M
Altfest L J & Co. Inc. 1.06% Add +57.7% 56,759 $9.0M
Jordan Park Group LLC 0.58% Reduce -3.4% 56,679 $9.0M
Perkins Coie Trust Co 1.52% Add +14.1% 56,630 $8.9M
Kanawha Capital Management LLC 0.66% Add +6.5% 56,564 $8.9M
Granite Harbor Advisors, Inc. 4.19% Add +4.2% 56,543 $8.9M
World Equity Group, Inc. 2.44% Reduce -11.1% 56,522 $8.9M
Aire Advisors, LLC 1.73% Reduce -3.9% 56,521 $8.9M
LaSalle St. Investment Advisors, LLC 2.45% Reduce -43.8% 56,488 $8.9M
B & T Capital Management DBA Alpha Capital Management 1.53% Add +2.4% 56,414 $8.9M
Sender Co & Partners, Inc. 2.52% Add +332.1% 56,309 $8.9M
Kathmere Capital Management, LLC 0.68% Reduce -1.6% 56,286 $8.9M
Nutshell Asset Management Ltd 5.29% Reduce -27.6% 56,255 $8.9M
Royal Capital Wealth Management, LLC 5.89% Add +2.0% 56,070 $8.9M
RPg Family Wealth Advisory, LLC 2.36% Reduce -22.6% 56,052 $8.9M
Laird Norton Wetherby Trust Company, LLC 1.22% Add +2.5% 56,024 $8.9M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 4.62% Add +12.0% 56,000 $8.8M
West Michigan Advisors, LLC 2.50% Add +1.4% 55,996 $8.8M
Fort Point Capital Partners LLC 0.88% Reduce -1.9% 55,825 $8.8M
Pensionfund Sabic 2.49% Add +16.0% 55,700 $8.8M
Garrison Point Advisors, LLC 4.03% Reduce -9.9% 55,569 $8.8M
SWS Partners 2.37% Reduce -6.3% 55,499 $8.8M
Hager Investment Management Services, LLC 5.22% Reduce -3.4% 55,320 $8.7M
Retirement Planning Co of New England, Inc. 3.89% Reduce -2.2% 55,320 $8.7M
Gratus Wealth Advisors, LLC 1.32% Reduce -1.1% 55,299 $8.7M
Acropolis Investment Management, LLC 0.48% Add +2.9% 55,274 $8.7M
Cabot Wealth Management Inc. 1.04% Add +23.4% 55,232 $8.7M
Wealth Management Associates, Inc. 3.39% Add +0.7% 55,203 $8.7M
Mason & Associates Inc 2.01% Add +13.3% 55,201 $8.7M
Root Financial Partners, LLC 0.84% Reduce -2.3% 55,155 $8.7M
Potentia Wealth 4.96% Add +2.4% 55,147 $8.7M
Karani Asset Management LLC 8.44% Add +19.8% 55,120 $8.7M
Benchmark Financial Wealth Advisors, LLC 2.88% Add +0.0% 55,113 $8.7M
IMS Capital Management 4.07% Reduce -1.2% 55,113 $8.7M
LOM Asset Management Ltd 2.95% — 55,093 $8.7M
Artemis Wealth Advisors, LLC 1.33% New 55,000 $8.7M
Tactive Advisors, LLC 2.81% — 54,986 $8.7M
Onyx Bridge Wealth Group LLC 1.15% Reduce -2.9% 54,895 $8.7M
Eley Financial Management, Inc 3.33% Reduce -2.8% 54,866 $8.7M
MGB Wealth Management, LLC 2.86% Reduce -9.0% 54,870 $8.7M
Napean Trading & Investment Co (Singapore) PTE Ltd 2.30% Reduce -28.6% 54,823 $8.7M
Consolidated Capital Management, LLC 3.12% Add +24.0% 54,728 $8.6M
Uniting Wealth Partners, LLC 3.34% Add +2.6% 54,604 $8.6M
CKW Financial Group 0.99% Add +0.1% 56,246 $8.6M
Lederer & Associates Investment Counsel 5.70% Reduce -0.4% 54,565 $8.6M
Prestige Wealth Management Group LLC 1.76% Add +1.0% 54,534 $8.6M
Sphera Funds Management LTD. 2.25% Add +84.1% 54,515 $8.6M
Apriem Advisors 0.92% Add +3.4% 54,508 $8.6M
Highview Capital Management LLC 3.32% Add +2.6% 54,499 $8.6M
Kessler Investment Group, LLC 3.52% Reduce -0.1% 54,326 $8.6M
Everpar Advisors LLC 3.90% Add +13.9% 54,276 $8.6M
NTV Asset Management LLC 1.02% Add +0.5% 54,199 $8.6M
One Wealth Management Investment & Advisory Services, LLC 11.02% Add +3.1% 54,149 $8.6M
Blue Square Asset Management, LLC 4.00% Reduce -13.0% 54,019 $8.5M
Ethos Financial Group, LLC 0.74% Add +30.5% 53,933 $8.5M
Shufro Rose & Co. LLC 0.69% Reduce -2.3% 78,579 $8.5M
Adams Wealth Management 1.62% Reduce -5.7% 53,861 $8.5M
Watershed Private Wealth LLC 3.10% Reduce -1.0% 53,846 $8.5M
Maridea Wealth Management LLC 2.21% Add +18.7% 53,799 $8.5M
Patron Partners, LLC 4.20% Add +4.0% 53,740 $8.5M
Range Financial Group LLC 3.33% Reduce -6.0% 53,705 $8.5M
Centric Wealth Management 2.03% Add +5.7% 46,433 $8.5M
Citizens National Bank Trust Department 1.69% Add +1.1% 53,614 $8.5M
JSF Financial, LLC 2.01% Reduce -13.7% 53,548 $8.5M
Congress Park Capital LLC 2.77% Add +1.1% 53,422 $8.4M
Klingman & Associates, LLC 0.47% Add +31.1% 53,387 $8.4M
Emerald Advisers, LLC 0.31% Reduce -1.7% 53,270 $8.4M
Ewa, LLC 2.65% Add +16.4% 53,196 $8.4M
Private Harbour Investment Management & Counsel, LLC 8.70% Reduce -8.7% 53,150 $8.4M
Guinness Atkinson Asset Management Inc 4.40% Reduce -11.7% 53,150 $8.4M
Granite Bay Wealth Management, LLC 2.70% Add +0.1% 53,126 $8.4M
Cascades Capital Asset Management, LLC 4.39% Reduce -8.5% 53,119 $8.4M
Balefire, LLC 1.82% Add +92.8% 53,063 $8.4M
HMS Capital Management, LLC 3.78% Reduce -1.9% 53,027 $8.4M
Ranch Capital Advisors Inc. 3.63% Reduce -0.3% 53,012 $8.4M
Nicola Wealth Management LTD. 0.79% No change 53,000 $8.4M
Bryn Mawr Trust Advisors, LLC 0.46% Add +30.1% 52,922 $8.4M
Woodward Diversified Capital, LLC 4.23% Add +1.9% 52,909 $8.4M
Lee Johnson Capital Management, LLC 2.87% Add +33.1% 52,875 $8.4M
UG Investment Advisers Ltd. 1.79% Add +134.9% 52,790 $8.3M
DeDora Capital, Inc. 2.17% Reduce -5.7% 52,706 $8.3M
Tower View Wealth Management LLC 4.30% Reduce -0.1% 52,549 $8.3M
1248 Management, LLC 3.07% Reduce -8.8% 52,538 $8.3M
Alpine Woods Capital Investors, LLC 1.97% Add +0.8% 52,456 $8.3M
Hexagon Capital Partners LLC 1.84% Reduce -5.7% 52,420 $8.3M
Ring Mountain Capital, LLC 5.04% Add +9.1% 48,011 $8.3M
BankPlus Trust Department 2.45% Reduce -14.1% 52,342 $8.3M
U S Wealth Group, Llc. 6.45% Add +14.5% 52,333 $8.3M
Aperture Investors, LLC 1.11% Add +15.0% 52,263 $8.3M
Clarity Wealth Advisors, LLC 2.04% Add +0.6% 52,221 $8.3M
Nicholas Hoffman & Company, LLC. 0.21% Add +19.5% 52,213 $8.2M
Glass Wealth Management Co LLC 4.39% Add +3.9% 52,139 $8.2M
HBW Advisory Services LLC 1.01% Add +63.8% 52,102 $8.2M
Strategies Wealth Advisors, LLC 0.90% Reduce -11.8% 52,043 $8.2M
Sandbox Financial Partners, LLC 2.59% Add +6.2% 52,016 $8.2M
Selkirk Management LLC 2.43% No change 52,000 $8.2M
AMJ Financial Wealth Management 2.08% Reduce -1.1% 51,991 $8.2M
Edgestream Partners, L.P. 0.23% Reduce -51.5% 51,824 $8.2M
Bank of New Hampshire 2.04% Reduce -0.4% 51,822 $8.2M
Joseph P. Lucia & Associates, LLC 3.35% Add +2.2% 51,786 $8.2M
Pioneer Trust Bank N A 2.09% Add +6.6% 51,725 $8.2M
Capstone Financial Advisors, Inc. 0.47% Add +10.1% 51,649 $8.2M
White Knight Strategic Wealth Advisors, LLC 6.94% Reduce -4.0% 51,622 $8.2M
Prudent Man Advisors, LLC 2.59% Add +33.9% 51,479 $8.1M
Compass Wealth Management, LLC 4.35% — 51,435 $8.1M
Rollins Financial Advisors, LLC 1.29% Add +7.0% 51,348 $8.1M
Arlington Trust Co LLC 1.58% Reduce -9.7% 51,282 $8.1M
Sittner & Nelson, LLC 3.25% Add +11.8% 51,153 $8.1M
Boltwood Capital Management 2.30% Add +3.3% 51,123 $8.1M
Motley Fool Wealth Management, LLC 0.49% Add +221.5% 51,039 $8.1M
Halter Ferguson Financial Inc. 2.96% Add +1.4% 50,933 $8.0M
Strategy Asset Managers LLC 1.50% Reduce -4.4% 50,832 $8.0M
Retirement Planning Group, LLC 0.34% Add +12.5% 50,809 $8.0M
RAM Investment Partners, LLC 1.68% Reduce -0.8% 50,763 $8.0M
Family Firm, Inc. 1.93% Reduce -3.6% 50,709 $8.0M
Mfa Wealth Advisors, LLC 1.88% Add +23.5% 50,704 $8.0M
Woodard & Co. Asset Management Group Inc. 1.47% Add +1.3% 50,631 $8.0M
ORG Partners LLC 1.75% Add +11.3% 51,759 $8.0M
Milestone Asset Management, LLC 1.69% Reduce -6.8% 50,577 $8.0M
Elk River Wealth Management LLC 1.37% Reduce -2.2% 50,561 $8.0M
Owen LaRue, LLC 3.40% Reduce -2.2% 50,549 $8.0M
Garner Asset Management Corp 3.70% Reduce -8.9% 50,472 $8.0M
LifeSteps Financial, Inc. 5.47% Add +5.0% 50,367 $8.0M
Vanguard Capital Wealth Advisors 7.91% Reduce -4.4% 50,341 $8.0M
Coppell Advisory Solutions LLC 0.94% New 50,273 $7.9M
Mitsubishi UFJ Asset Management (UK) Ltd. 4.11% Reduce -9.1% 50,000 $7.9M
Legato Capital Management LLC 0.94% No change 50,000 $7.9M
Sona Asset Management (us) LLC 0.60% New 50,000 $7.9M
Siren, L.L.C. 0.41% Add +12.5% 49,985 $7.9M
First National Bank & Trust Co. of Newtown 1.58% Add +0.2% 49,985 $7.9M
Hudson Value Partners, LLC 2.73% Add +8.7% 49,969 $7.9M
TriaGen Wealth Management LLC 2.39% Reduce -32.7% 49,953 $7.9M
Plancorp, LLC 0.27% Reduce -4.7% 49,839 $7.9M
Haven Capital Group, Inc. 6.92% Reduce -0.8% 49,717 $7.9M
Greenup Street Wealth Management LLC 1.37% Add +3.0% 49,690 $7.9M
Unique Wealth, LLC 1.26% Add +5.4% 49,569 $7.8M
Certified Advisory Corp 0.81% Add +1.3% 49,534 $7.8M
Hixon Zuercher, LLC 2.53% Reduce -1.8% 49,527 $7.8M
Focused Wealth Management, Inc 0.95% Add +46.7% 49,505 $7.8M
Legacy Financial Strategies, LLC 1.53% Add +4.5% 49,470 $7.8M
Advyzon Investment Management, LLC 1.73% Add +51.4% 49,455 $7.8M
Ramirez Asset Management, Inc. 1.18% No change 49,421 $7.8M
Court Place Advisors, LLC 2.45% Add +2.4% 49,398 $7.8M
Guild Investment Management, Inc. 6.77% Reduce -10.7% 49,341 $7.8M
Palumbo Wealth Management LLC 2.41% Add +18.6% 49,300 $7.8M
Counterweight Ventures, LLC 5.08% Add +1.1% 49,248 $7.8M
Kintra Wealth, LLC 4.68% Add +1.8% 49,202 $7.8M
Elm3 Financial Group, LLC 6.44% Reduce -4.0% 49,031 $7.7M
JBF Capital, Inc. 1.24% No change 49,000 $7.7M
Jacobsen Capital Management 2.85% Add +9.3% 48,983 $7.7M
Mountain Hill Investment Partners Corp. 6.48% Reduce -8.3% 48,860 $7.7M
Bosman Wealth Management, LLC 6.85% Reduce -22.6% 48,773 $7.7M
First National Bank of Hutchinson 4.77% Reduce -1.8% 48,573 $7.7M
Greenberg Financial Group 2.88% Add +1.4% 38,338 $7.7M
Harber Asset Management LLC 2.50% New 48,525 $7.7M
Allstate Corp. 0.55% Reduce -94.3% 48,384 $7.6M
Canopy Partners, LLC 2.80% Reduce -5.0% 48,339 $7.6M
Ted Buchan & Co 3.03% Add +8.7% 48,258 $7.6M
Westshore Wealth, LLC 2.93% Reduce -0.6% 48,167 $7.6M
RPS Advisory Solutions LLC 4.17% Add +6.2% 48,140 $7.6M
Elefante Mark B 5.71% Reduce -1.3% 48,115 $7.6M
Atlantic Edge Private Wealth Management, LLC 2.09% Add +1.1% 48,088 $7.6M
Cladis Investment Advisory, LLC 4.76% Add +0.1% 48,080 $7.6M
First Community Trust NA 6.17% Reduce -0.3% 48,027 $7.6M
Octahedron Capital Management L.P. 5.73% Reduce -32.7% 48,000 $7.6M
Spartan Planning & Wealth Management 6.50% Add +80.3% 47,995 $7.6M
Wealthspire Retirement, LLC 0.50% Add +77.8% 47,950 $7.6M
Marco Investment Management LLC 0.63% Reduce -3.7% 47,931 $7.6M
Twin Peaks Wealth Advisors, LLC 2.45% Add +6.5% 41,309 $7.6M
Ascentis Wealth Management, LLC 2.07% Add +7.7% 49,301 $7.6M
Navalign, LLC 2.08% Reduce -1.9% 47,740 $7.5M
Physician Wealth Advisors, Inc. 1.18% Add +3.9% 47,684 $7.5M
Scott Marsh Financial, LLC 2.79% — 47,610 $7.5M
Norway Savings Bank 3.86% Reduce -0.9% 47,608 $7.5M
Tiemann Investment Advisors, LLC 3.08% Reduce -2.5% 47,563 $7.5M
2UniFi Bank 4.26% Add +7.2% 47,481 $7.5M
Aprio Wealth Management, LLC 0.85% Add +76.3% 47,434 $7.5M
Semus Wealth Partners LLC 4.86% Reduce -8.4% 47,430 $7.5M
TCI Wealth Advisors, Inc. 0.51% Add +7.4% 47,428 $7.5M
McLean Asset Management Corp 1.97% Add +1.9% 47,646 $7.5M
Investment Partners, LTD. 2.83% Add +0.9% 47,332 $7.5M
Blackhawk Capital Partners, LLC 3.45% Add +1.8% 47,325 $7.5M
Hardy Reed LLC 0.60% Reduce -0.3% 47,319 $7.5M
Tower Bridge Advisors 0.81% Add +25.6% 47,235 $7.5M
TKG Advisors, LLC 3.34% Reduce -2.1% 47,200 $7.5M
Fielder Capital Group LLC 1.99% Reduce -6.5% 47,163 $7.5M
Quantum Portfolio Management LLC 3.55% Reduce -1.0% 47,156 $7.5M
Trinity Financial Advisors LLC 2.27% Add +84.8% 47,014 $7.4M
SPX Gestao de Recursos Ltda 0.70% Add +34.3% 47,000 $7.4M
CFS Investment Advisory Services, LLC 0.61% Add +3.8% 46,981 $7.4M
Old North State Trust, LLC 5.07% Add +2.9% 46,963 $7.4M
Jericho Financial, LLP 4.89% Add +0.5% 46,943 $7.4M
Triad Wealth Partners, LLC 1.50% Add +56.9% 46,888 $7.4M
Community Bank, N.A. 0.97% Reduce -3.0% 46,814 $7.4M
SouthState Bank Corp 0.32% Reduce -0.8% 46,788 $7.4M
Mizuho Securities Co. Ltd. 26.69% Add +542.6% 46,780 $7.4M
LexAurum Advisors, LLC 1.17% Reduce -20.3% 46,764 $7.4M
Demars Financial Group, LLC 2.83% Add +5.2% 46,690 $7.4M
Sphera Management Technology Funds Ltd 4.52% Add +26.1% 46,640 $7.4M
Resolute Wealth Strategies, LLC 3.95% Add +4.3% 46,599 $7.4M
Wealth Dimensions Group, Ltd. 1.61% Reduce -6.3% 46,363 $7.3M
Gallagher Capital Advisors, LLC 5.92% Add +19.4% 41,445 $7.3M
Clarus Group, Inc. 2.69% Add +9.4% 46,340 $7.3M
Annis Gardner Whiting Capital Advisors, LLC 2.54% Add +16.5% 46,327 $7.3M
Stoneridge Investment Partners LLC 5.51% Reduce -17.9% 46,327 $7.3M
Essex Bank 1.74% Reduce -0.9% 46,262 $7.3M
GS Investments, Inc. 3.23% Add +23.6% 46,172 $7.3M
Opinicus Capital, Inc. 5.54% Add +1.7% 46,162 $7.3M
Valicenti Advisory Services Inc. 1.70% Add +6.6% 46,077 $7.3M
Blume Capital Management, Inc. 1.48% Add +74.2% 46,025 $7.3M
SJS Investment Consulting Inc. 1.15% Reduce -8.9% 45,971 $7.3M
Eos Management, L.P. 3.16% No change 45,900 $7.3M
Farmers & Merchants Trust Co of Chambersburg PA 2.26% Reduce -10.9% 45,789 $7.2M
Financial Perspectives, Inc 2.19% Reduce -0.4% 45,777 $7.2M
Providence First Trust Co 2.55% Add +16.5% 45,758 $7.2M
Scharf Investments, LLC 0.21% Add +8.0% 45,657 $7.2M
SkyOak Wealth, LLC 1.45% Add +43.6% 45,599 $7.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.53% Add +129.0% 45,540 $7.2M
Laffer Tengler Investments, Inc. 1.53% Add +13.2% 45,477 $7.2M
Calton & Associates, Inc. 1.24% New 45,392 $7.2M
Falcon Wealth Planning 0.72% Add +10.7% 45,369 $7.2M
GSG Advisors LLC 2.08% Add +3.3% 45,368 $7.2M
Heritage Wealth Advisors 0.34% Add +0.1% 45,365 $7.2M
Magnus Financial Group LLC 0.63% Add +8.6% 45,347 $7.2M
Eads & Heald Wealth Management 3.53% Reduce -7.9% 45,264 $7.2M
Leigh Baldwin & Co., LLC 4.69% Reduce -9.2% 45,168 $7.1M
First County Bank 3.84% Reduce -5.6% 45,123 $7.1M
CFO4Life Group, LLC 1.11% Add +9.4% 45,103 $7.1M
Bedell Frazier Investment Counselling, LLC 1.79% Reduce -2.2% 45,080 $7.1M
Crux Wealth Advisors 3.03% Reduce -1.1% 45,044 $7.1M
First Commonwealth Financial Corp 1.54% Add +4.0% 45,017 $7.1M
Legacy CG, LLC 2.12% Reduce -6.7% 45,011 $7.1M
Postrock Partners LLC 3.40% No change 44,988 $7.1M
Rockingstone Advisors LLC 3.73% Reduce -17.3% 44,870 $7.1M
Morey & Quinn Wealth Partners, LLC 5.67% Add +0.8% 44,821 $7.1M
Guardian Capital LP 0.25% Add +2.4% 44,779 $7.1M
Empirical Asset Management, LLC 2.19% Reduce -10.8% 44,773 $7.1M
Cary Street Partners Investment Advisory LLC 3.42% Add +15.6% 44,705 $7.1M
Talon Private Wealth, LLC 0.97% Reduce -12.8% 44,438 $7.0M
Lebenthal Global Advisors, LLC 1.31% Add +11.4% 44,418 $7.0M
Facet Wealth, Inc. 0.16% Add +31.8% 39,421 $7.0M
Florida Financial Advisors, LLC 1.70% Reduce -20.4% 44,348 $7.0M
QTR Family Wealth, LLC 4.33% Add +30.4% 44,275 $7.0M
Seascape Capital Management 2.20% Reduce -2.0% 44,237 $7.0M
Compass Capital Corp. /Ma/ 3.28% Add +8.0% 42,120 $7.0M
Harbour Capital Advisors, LLC 1.47% Add +0.5% 44,233 $7.0M
Cambria Investment Management, L.P. 0.47% New 44,024 $7.0M
B.O.S.S. Retirement Advisors, LLC 1.75% Add +11.2% 44,020 $7.0M
Fourth Dimension Wealth, LLC 2.93% Reduce -7.3% 43,925 $6.9M
Waldron Private Wealth LLC 0.30% Add +0.3% 43,896 $6.9M
First Affirmative Financial Network 3.56% Add +0.1% 43,893 $6.9M
First Bank & Trust 1.24% Reduce -4.7% 43,893 $6.9M
Sunbeam Capital Management, LLC 5.24% Add +17.5% 43,749 $6.9M
TruWealth Advisors, LLC 0.38% Add +12.5% 43,736 $6.9M
D'Orazio & Associates, Inc. 0.97% Add +11.9% 43,711 $6.9M
McDonald Partners LLC 1.66% Reduce -2.1% 43,690 $6.9M
JFG Wealth Management, LLC 1.44% Reduce -9.6% 43,607 $6.9M
CMH Wealth Management LLC 1.60% Reduce -0.4% 43,556 $6.9M
Vista Investment Partners Ii, LLC 3.31% Reduce -0.0% 43,444 $6.9M
Abacus Wealth Partners, LLC 1.05% Add +2.9% 43,443 $6.9M
Consolidated Portfolio Review Corp 0.95% Add +12.7% 43,386 $6.9M
NORTHSTAR ASSET MANAGEMENT Co 1.58% Reduce -7.8% 43,385 $6.9M
Second Line Capital, LLC 1.59% Add +8.4% 43,350 $6.8M
Constitution Capital LLC 3.49% Add +10.9% 43,340 $6.8M
Garde Capital, Inc. 0.37% Reduce -4.9% 43,294 $6.8M
Johnson & White Wealth Management, LLC 3.44% Reduce -0.7% 43,250 $6.8M
Wolff Wiese Magana LLC 4.23% Reduce -4.2% 43,239 $6.8M
BOS Asset Management, LLC 2.19% Reduce -2.3% 43,225 $6.8M
In-Depth Partners, LLC 7.16% New 43,157 $6.8M
Allred Capital Management, LLC 2.54% Reduce -2.6% 43,044 $6.8M
Olistico Wealth, LLC 3.77% Add +2.7% 43,000 $6.8M
Oakwell Private Wealth Management, LLC 1.56% Add +2.0% 42,902 $6.8M
Waterway Wealth Management, LLC 2.05% Add +24.3% 42,895 $6.8M
Brown Financial Advisors 2.64% Reduce -10.9% 42,879 $6.8M
Up Strategic Wealth Investment Advisors LLC 5.27% Reduce -0.9% 42,748 $6.8M
Dearborn Partners LLC 0.32% Add +20.0% 42,694 $6.7M
National Wealth Management Group, LLC 3.78% Add +0.6% 42,675 $6.7M
Rowlandmiller & Partners.adv 1.39% Add +0.2% 42,630 $6.7M
Aspire Private Capital, LLC 1.56% Reduce -1.7% 42,601 $6.7M
Vista Cima Wealth Management LLC 6.28% Add +0.2% 42,528 $6.7M
Lakeridge Wealth Management LLC 3.09% Reduce -7.5% 42,524 $6.7M
Main Management ETF Advisors, LLC 0.28% Add +1.7% 42,514 $6.7M
Gibbs Wealth Management 1.29% Add +53.3% 42,500 $6.7M
Arlington Capital Management, Inc. 5.82% Reduce -18.1% 42,431 $6.7M
Curated Wealth Partners LLC 0.79% Add +20.3% 42,413 $6.7M
Rainier Family Wealth Inc. 6.68% Add +1.3% 42,316 $6.7M
Cambridge Financial Group, Inc. 3.37% Reduce -29.5% 42,275 $6.7M
Brasada Capital Management, LP 1.14% Add +0.1% 41,879 $6.7M
Pictet North America Advisors SA 0.67% Reduce -6.1% 42,236 $6.7M
Centerpoint Advisory Group 5.77% Add +6.9% 42,124 $6.7M
Heritage Financial Services, LLC 0.64% Add +65.9% 42,092 $6.7M
FWG Holdings, LLC 3.12% Add +0.5% 36,871 $6.6M
Bellecapital International Ltd. 1.19% Add +5.7% 41,972 $6.6M
Financial Security Advisor, Inc. 1.52% Add +7.6% 41,897 $6.6M
Tranquility Partners, LLC 2.36% Add +0.7% 41,868 $6.6M
Northside Capital Management, LLC 0.50% Add +7.6% 41,861 $6.6M
EHP Funds Inc. 7.58% New 41,800 $6.6M
Trail Ridge Investment Advisors, LLC 3.17% Reduce -1.9% 37,085 $6.6M
Redwood Investment Management, LLC 0.70% Reduce -8.7% 41,750 $6.6M
Prospect Financial Services LLC 4.11% Reduce -20.2% 41,748 $6.6M
Eleva Capital SAS 1.42% — 41,596 $6.6M
EdgeRock Capital LLC 2.08% Add +17.8% 41,590 $6.6M
Bcwm, LLC 2.09% Add +40.4% 41,569 $6.6M
Knuff & Co LLC 2.07% Reduce -14.7% 41,560 $6.6M
Marvin & Palmer Associates Inc. 5.61% Add +96.6% 41,418 $6.5M
Cypress Wealth Services, LLC 1.17% Add +16.9% 41,198 $6.5M
Hourglass Capital, LLC 1.61% Add +15.1% 41,180 $6.5M
Thrive Wealth Management, LLC 1.05% Add +11.9% 41,158 $6.5M
Butensky & Cohen Financial Security, Inc. 1.93% New 41,117 $6.5M
Willner & Heller, LLC 5.47% Reduce -2.5% 41,117 $6.5M
Winthrop Capital Management, LLC 1.64% Reduce -3.9% 41,078 $6.5M
Five Oceans Advisors 2.77% Add +2.6% 41,073 $6.5M
JGP Wealth Management, LLC 0.79% Add +3.1% 41,031 $6.5M
Invenio Wealth Partners LLC 2.57% Reduce -3.8% 40,992 $6.5M
Meadow Creek Wealth Advisors LLC 4.37% Add +4.4% 40,956 $6.5M
Fiducient Advisors LLC 0.79% Add +3.8% 40,942 $6.5M
Bahl & Gaynor LLC 0.03% Reduce -6.9% 40,937 $6.5M
E&G Advisors, LLC 1.68% Reduce -0.1% 40,917 $6.5M
Ameliora Wealth Management Ltd. 2.30% Add +0.1% 40,738 $6.4M
Kirtland Hills Capital Management, LLC 2.96% Add +8.7% 40,625 $6.4M
Terra Alpha Investments LLC 6.67% Reduce -0.9% 40,615 $6.4M
Lantz Financial LLC 1.60% Add +7.7% 40,605 $6.4M
Key Client Fiduciary Advisors, LLC 2.63% Add +5.0% 40,573 $6.4M
Cloverfields Capital Group, LP 1.90% Add +0.7% 40,568 $6.4M
Narus Financial Partners, LLC 2.00% Add +6.0% 40,524 $6.4M
Auxano Advisors, LLC 1.49% Add +1.5% 40,497 $6.4M
Financial Partners Group, Inc 0.88% Reduce -5.4% 40,392 $6.4M
Legacy Capital Wealth Partners, LLC 1.45% Reduce -4.0% 40,387 $6.4M
Emprise Bank 3.06% No change 40,310 $6.4M
Westside Investment Management, Inc. 1.18% Add +16.6% 41,148 $6.4M
Vicus Capital 0.53% Reduce -7.1% 40,212 $6.4M
Gries Financial LLC 1.16% Add +26.1% 40,206 $6.4M
My Legacy Advisors, LLC 2.26% Add +6.0% 38,703 $6.4M
Grand Alliance Asset Management Ltd 7.18% Reduce -61.4% 40,200 $6.4M
Integrity Wealth Solutions LLC 3.10% Add +0.1% 40,197 $6.4M
Stonebridge Capital Management Inc. 2.48% Add +0.7% 40,145 $6.3M
Prossimo Advisors, LLC 5.08% Add +0.6% 40,092 $6.3M
RIA Advisory Group LLC 1.86% Add +17.6% 40,046 $6.3M
Crown Wealth Group, LLC 2.38% Add +1.9% 40,043 $6.3M
Monetta Financial Services Inc. 4.59% No change 40,000 $6.3M
Metavasi Capital LP 2.81% New 40,000 $6.3M
Paloma Partners Management Co 2.72% New 40,000 $6.3M
Prosperity Wealth Management, Inc. 2.34% Add +5.8% 39,979 $6.3M
Warren Street Wealth Advisors, LLC 2.09% Add +3.5% 39,972 $6.3M
Allium Financial Advisors, LLC 5.49% Reduce -5.1% 39,859 $6.3M
Sowa Financial Group, Inc. 3.93% Reduce -5.6% 39,845 $6.3M
Shilanski & Associates, Inc. 1.80% Add +0.5% 39,840 $6.3M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.74% Add +3.1% 39,832 $6.3M
Old Port Advisors 1.72% Reduce -2.6% 39,814 $6.3M
Graphene Investments SAS 4.10% Reduce -16.2% 39,800 $6.3M
Traveka Wealth, LLC 3.33% Reduce -0.7% 39,738 $6.3M
Richards, Merrill & Peterson, Inc. 2.99% Add +20.7% 39,737 $6.3M
Drucker Wealth 3.0, LLC 1.21% Add +20.0% 38,521 $6.3M
Leeward Financial Partners, LLC 1.99% Reduce -20.8% 39,693 $6.3M
Paradigm Asset Management Co. LLC 1.55% Add +61.5% 39,670 $6.3M
Great Diamond Partners, LLC 1.32% Add +3.3% 39,553 $6.2M
Novem Group 0.79% Reduce -9.2% 39,548 $6.2M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 9.16% Reduce -77.4% 39,540 $6.2M
Private Management Group Inc. 0.20% Add +215.6% 39,521 $6.2M
Vantage Wealth 1.42% No change 39,512 $6.2M
Pure Portfolios Holdings LLC 2.11% Reduce -3.1% 39,494 $6.2M
MWA Asset Management 3.81% Add +1.7% 39,427 $6.2M
Kenora Financial, LLC 2.32% Add +2.6% 39,425 $6.2M
Runnymede Capital Advisors, Inc. 5.74% Add +2.0% 39,420 $6.2M
Boston Research & Management Inc. 1.48% Reduce -0.3% 39,380 $6.2M
Nichols & Pratt Advisers LLP 0.42% Add +34.1% 39,340 $6.2M
RiverPark Advisors, LLC 4.89% Add +29.3% 39,276 $6.2M
Ariadne Wealth Management, LP 2.96% Add +1.2% 34,151 $6.2M
ABLE Financial Group, LLC 1.50% Add +1.8% 39,208 $6.2M
Aragon Global Management, LP 2.49% Reduce -71.3% 39,200 $6.2M
Toth Financial Advisory Corp. 0.72% Add +6.1% 39,179 $6.2M
Conscious Wealth Investments, LLC 3.95% Reduce -3.7% 35,192 $6.2M
AXS Investments LLC 2.53% Add +6.2% 39,074 $6.2M
Secured Retirement Advisors, LLC 3.68% Reduce -23.8% 39,036 $6.2M
Kraft, Davis & Associates, LLC 1.69% Add +0.5% 34,858 $6.2M
1858 Wealth Management, LLC 4.54% Add +0.5% 38,999 $6.2M
Harfst & Associates, Inc. 1.27% Reduce -29.0% 38,883 $6.1M
BlueSky Wealth Advisors, LLC 0.89% Reduce -27.7% 38,722 $6.1M
Northwest Wealth Management, LLC 1.11% Add +1.7% 38,714 $6.1M
Abacus Planning Group, Inc. 0.91% Add +7.8% 38,682 $6.1M
Diligent Investors, LLC 1.45% Add +1.8% 38,678 $6.1M
Wellspring Financial Advisors, LLC 0.54% Add +21.2% 36,220 $6.1M
Enhancing Capital LLC 4.64% No change 38,500 $6.1M
Independent Investors Inc. 1.32% Add +115.3% 38,465 $6.1M
Aspen Grove Capital, LLC 1.03% Add +48.2% 38,414 $6.1M
WMG Financial Advisors, LLC 2.24% Add +2.0% 38,362 $6.1M
Interchange Capital Partners, LLC 1.40% Add +5.1% 38,348 $6.1M
Black Swift Group, LLC 1.22% Add +142.6% 38,344 $6.1M
Twin Lakes Capital Management, LLC 3.68% Add +359.8% 38,337 $6.1M
Gateway Wealth Partners, LLC 1.15% Add +29.7% 38,307 $6.1M
Telos Capital Management, Inc. 0.62% Add +0.6% 38,262 $6.0M
Western Pacific Wealth Management, LP 5.80% Add +3.3% 38,259 $6.0M
AAFMAA Wealth Management & Trust LLC 2.50% Add +5.5% 38,257 $6.0M
Triton Financial Group Inc 4.38% — 38,183 $6.0M
Stanley-Laman Group, Ltd. 0.90% Reduce -2.8% 38,144 $6.0M
Pinnacle Family Advisors, LLC 2.93% Add +1.9% 38,128 $6.0M
Cardinal Point Capital Management ULC 0.48% Add +117.1% 37,970 $6.0M
Bennett Selby Investments LP 2.13% Add +17.7% 37,961 $6.0M
Flagship Wealth Advisors, LLC 2.26% Add +0.6% 37,949 $6.0M
Total Clarity Wealth Management, Inc. 1.72% Add +1.7% 37,925 $6.0M
Barings LLC 0.14% Add +23.7% 37,922 $6.0M
Sunburst Financial Group, LLC 1.34% Add +1.2% 37,840 $6.0M
Westhampton Capital, LLC 3.08% Add +4.5% 37,817 $6.0M
GoalVest Advisory LLC 1.48% Add +6.6% 37,817 $6.0M
Horst & Graben Wealth Management LLC 0.99% Add +3.0% 37,792 $6.0M
Hel Ved Capital Management Ltd 2.68% New 37,759 $6.0M
BCM Advisors, LLC 1.27% No change 33,947 $6.0M
Regency Capital Management Inc.\DE 3.12% Reduce -2.8% 37,705 $6.0M
Scholtz & Company, LLC 2.61% Reduce -22.8% 37,702 $6.0M
Everett Harris & Co. 0.08% Reduce -2.4% 37,641 $5.9M
Three Bridge Wealth Advisors, LLC 1.56% Add +67.5% 37,581 $5.9M
Central Valley Advisors, LLC 2.02% Add +46.5% 37,572 $5.9M
Cannon Advisors, Inc. 4.74% Reduce -32.5% 37,298 $5.9M
Waddell & Associates, LLC 0.63% Add +29.7% 37,280 $5.9M
Snider Financial Group 1.70% Add +4.5% 37,246 $5.9M
Doliver Advisors, LP 1.61% Reduce -12.9% 37,230 $5.9M
Advus Financial Partners, LLC 1.50% Add +4.8% 37,206 $5.9M
Great Waters Wealth Management 0.76% Reduce -3.2% 37,171 $5.9M
Horizon Wealth Management, LLC 1.03% Reduce -13.8% 37,133 $5.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.52% Add +137.1% 37,012 $5.8M
Greenfield Savings Bank 2.65% Add +2.4% 36,995 $5.8M
Te Ahumairangi Investment Management Ltd 1.05% Add +41.4% 36,970 $5.8M
Financial & Tax Architects, LLC 1.42% Add +3.5% 36,968 $5.8M
City State Bank 1.83% Add +1.2% 36,944 $5.8M
Ironwood Investment Counsel, LLC 0.90% Reduce -2.0% 36,881 $5.8M
Greystone Financial Group, LLC 0.96% Add +4.1% 36,852 $5.8M
Corps Capital Advisors, LLC 9.36% Reduce -6.0% 36,848 $5.8M
Hengehold Capital Management LLC 0.53% Add +5.9% 36,713 $5.8M
Stokes Family Office, LLC 0.61% Add +8.3% 36,657 $5.8M
Patten & Patten Inc. 0.37% Add +1.9% 36,588 $5.8M
First Interstate Bank 0.34% Reduce -1.7% 36,525 $5.8M
Sequent Planning LLC 1.83% Reduce -0.6% 36,510 $5.8M
Catalina Capital Group, LLC 3.89% Reduce -22.8% 36,484 $5.8M
Ayrshire Capital Management LLC 2.77% Add +54.3% 36,464 $5.8M
Keeler Thomas Management LLC 2.48% Add +147.4% 36,441 $5.8M
Souders Financial Advisors 0.73% Add +15.7% 36,419 $5.8M
Barden Capital Management, Inc. 5.04% Reduce -2.8% 36,374 $5.7M
Alliance Wealth Advisors, LLC 1.38% Add +26.8% 36,273 $5.7M
Holistic Financial Partners 2.51% Reduce -0.7% 36,264 $5.7M
Omnia Family Wealth, LLC 2.07% Add +12.5% 36,247 $5.7M
Provident Co of the Employees of the Hebrew University LTD 5.70% No change 36,160 $5.7M
Capital Advisors Wealth Management, LLC 0.90% Add +3.9% 36,113 $5.7M
Keeler & Nadler Financial Planning & Wealth Management 2.28% Reduce -3.2% 36,023 $5.7M
Payden & Rygel 0.47% No change 36,000 $5.7M
Telligent Fund, LP 5.20% Reduce -34.5% 36,000 $5.7M
L. Roy Papp & Associates, LLP 0.68% Add +0.1% 35,973 $5.7M
Simon Quick Advisors, LLC 0.29% Reduce -77.7% 35,942 $5.7M
Lindenwold Advisors, INC 2.95% Add +0.8% 35,918 $5.7M
Strategic Family Wealth Counselors, L.L.C. 1.62% Add +0.1% 35,891 $5.7M
Crescent Grove Advisors, LLC 0.55% Reduce -2.1% 35,877 $5.7M
Quantum Financial Advisors, LLC 0.77% Add +11.0% 35,826 $5.7M
Boomfish Wealth Group, LLC 3.27% Add +16.8% 35,824 $5.7M
Nabity-Jensen Investment Management Inc 4.17% Reduce -6.9% 35,814 $5.7M
Marble Harbor Investment Counsel, LLC 0.62% Reduce -7.0% 35,748 $5.6M
Wall Street Financial Group, Inc. 5.10% Add +117.4% 35,741 $5.6M
Texas Bank & Trust Co 2.24% Add +9.4% 35,727 $5.6M
Vista Capital Partners, Inc. 0.62% Add +80.3% 35,681 $5.6M
Cornerstone Select Advisors, LLC 4.96% Reduce -18.5% 35,677 $5.6M
Dohj, LLC 1.64% Add +12.7% 54,854 $5.6M
Pinnacle Wealth Management, LLC 4.71% Add +2.6% 35,643 $5.6M
Old North State Wealth Management, LLC 2.93% Add +18.2% 35,547 $5.6M
May Hill Capital, LLC 1.85% Add +12.8% 35,545 $5.6M
Linscomb Wealth, Inc. 0.26% Add +186.6% 35,538 $5.6M
626 Financial, LLC 2.63% Add +1.0% 35,503 $5.6M
LCNB Corp. 1.97% Reduce -3.1% 35,430 $5.6M
Walter & Keenan Wealth Management LLC /in/ 1.63% Add +10.9% 35,423 $5.6M
Courier Capital LLC 0.34% Reduce -0.6% 35,397 $5.6M
Richmond Investment Services, LLC 1.18% Add +158.6% 35,242 $5.6M
Beacon Financial Advisory LLC 1.44% Add +19.6% 35,224 $5.6M
Bridge Creek Capital Management LLC 1.63% Add +28.3% 35,210 $5.6M
New Republic Capital, LLC 1.97% Add +9.6% 35,205 $5.6M
Claret Asset Management Corp 0.72% New 35,177 $5.6M
First City Capital Management, Inc. 3.20% Reduce -1.0% 35,141 $5.6M
OV Management LLC 4.64% Reduce -62.5% 35,080 $5.5M
Fairvoy Private Wealth, LLC 1.38% Reduce -0.9% 35,052 $5.5M
Guerra Advisors Inc 2.62% Add +37.0% 35,027 $5.5M
General Pension Society PZU Joint Stock Co 1.54% Reduce -5.4% 35,000 $5.5M
Winthrop Advisory Group LLC 0.53% Add +17.1% 34,995 $5.5M
Legacy Wealth Asset Management, LLC 1.40% Reduce -2.7% 34,882 $5.5M
Curran Financial Partners, LLC 1.22% Add +64.1% 34,821 $5.5M
Sovereign Financial Group, Inc. 1.13% Add +0.9% 34,775 $5.5M
Gerber, LLC 3.86% Add +7.2% 34,743 $5.5M
SGL Investment Advisors, Inc. 2.64% Add +3.2% 34,290 $5.5M
Byrne Asset Management LLC 4.24% Add +12.3% 34,670 $5.5M
Future Fund LLC 2.44% Add +13.5% 34,610 $5.5M
Ballast Advisors LLC 1.61% Add +0.0% 34,590 $5.5M
Oak Thistle LLC 0.80% New 34,563 $5.5M
Maxele Advisors, LLC 4.76% Reduce -0.3% 34,541 $5.5M
Medallion Wealth Advisors, LLC 2.10% Reduce -3.8% 35,384 $5.4M
LM Advisors LLC 0.70% Reduce -23.9% 34,364 $5.4M
Werba Rubin Papier Wealth Management 1.02% Add +1.7% 34,288 $5.4M
Rossby Financial, LCC 2.03% Add +95.5% 34,205 $5.4M
Benin Management CORP 1.41% Add +8.8% 34,194 $5.4M
FLC Capital Advisors 1.12% Add +20.4% 34,193 $5.4M
Valley National Advisers Inc. 0.88% Add +4.1% 34,197 $5.4M
Brady Martz Wealth Solutions, LLC 1.04% Reduce -1.2% 34,190 $5.4M
Rockland Trust Co. 0.26% Add +5.2% 34,150 $5.4M
Trust Investment Advisors 3.27% Reduce -4.5% 34,084 $5.4M
Measured Wealth Private Client Group, LLC 1.61% Reduce -1.5% 34,032 $5.4M
Enterprise Financial Services Corp 2.87% Add +16.1% 34,023 $5.4M
Chemung Canal Trust Co. 1.13% Add +239.2% 34,016 $5.4M
Accel Wealth Management 1.79% Add +0.5% 33,994 $5.4M
Balentine LLC 0.21% Add +43.1% 33,947 $5.4M
Washburn Capital Management, Inc. 3.14% Reduce -2.8% 33,864 $5.4M
Fi3 FINANCIAL ADVISORS, LLC 1.93% Add +5.1% 33,849 $5.3M
Clay Northam Wealth Management, LLC 3.41% Add +5.2% 33,784 $5.3M
CAP Partners, LLC 3.36% Reduce -1.4% 33,766 $5.3M
Patriot Investment Management Group, Inc. 0.37% Reduce -2.3% 33,759 $5.3M
Winebrenner Capital Management LLC 4.30% No change 33,730 $5.3M
Traphagen Investment Advisors LLC 0.50% Add +4.2% 33,725 $5.3M
Breakwater Capital Group 0.87% Reduce -7.0% 33,678 $5.3M
Connective Capital Management, LLC 4.97% New 33,646 $5.3M
Walker Asset Management, LLC 3.07% Add +0.6% 33,627 $5.3M
Claris Financial LLC 4.00% Reduce -22.9% 33,614 $5.3M
Insight Wealth Strategies, LLC 0.67% Add +2.4% 34,539 $5.3M
Boxwood Ventures, Inc. 6.85% Reduce -35.0% 33,509 $5.3M
Greater Midwest Financial Group, LLC 4.03% Add +60.7% 33,377 $5.3M
Sulzberger Capital Advisors, Inc. 6.17% Add +2.3% 33,369 $5.3M
Sonoma Private Wealth LLC 6.45% Add +3.2% 33,315 $5.3M
Powell Investment Advisors, LLC 1.98% Reduce -28.3% 33,308 $5.3M
Peachtree Investment Partners, LLC 2.01% Add +34.8% 33,283 $5.3M
Coastwise Capital Group, LLC 4.18% Reduce -0.5% 33,231 $5.3M
Mattern Wealth Management LLC 1.09% Reduce -0.8% 33,196 $5.2M
Columbia Asset Management 1.03% Add +5.9% 33,179 $5.2M
LJI Wealth Management, LLC 0.91% Add +1.1% 33,169 $5.2M
Net Worth Advisory Group 1.16% Add +2.7% 33,087 $5.2M
McGlone Suttner Wealth Management, Inc. 0.79% Add +5.1% 33,041 $5.2M
Fuller & Thaler Asset Management, Inc. 0.02% Reduce -56.8% 33,021 $5.2M
True North Advisors, LLC 1.00% Add +34.7% 32,971 $5.2M
Cornerstone Planning Group LLC 1.06% Add +2.7% 29,198 $5.2M
VestGen Investment Management 3.73% Reduce -2.4% 32,901 $5.2M
Client 1ST Advisory Group, LLC 1.89% Add +301.9% 32,900 $5.2M
North Star Investment Management Corp. 0.36% Add +1.8% 32,859 $5.2M
Boreal Capital Management LLC 4.97% — 32,856 $5.2M
Stablepoint Partners, LLC 0.88% Reduce -7.9% 32,827 $5.2M
Safeguard Investment Advisory Group, LLC 1.29% Reduce -10.7% 32,746 $5.2M
Legacy Edge Advisors, LLC 0.69% Add +2.3% 32,743 $5.2M
Key Financial Inc 1.04% Reduce -0.1% 32,734 $5.2M
Nebula Research & Development LLC 0.44% Add +52.6% 32,707 $5.2M
Biltmore Family Office, LLC 0.87% Add +1.3% 32,675 $5.2M
Tikehau Investment Management 8.03% New 32,600 $5.2M
Willis Johnson & Associates, Inc. 0.35% Reduce -20.1% 32,598 $5.2M
Wealth Group, Ltd. 5.10% Reduce -18.9% 32,542 $5.1M
Canton Hathaway, LLC 1.05% Add +0.4% 32,443 $5.1M
Spreng Capital Management, Inc. 2.18% Reduce -0.8% 32,431 $5.1M
Red Wave Investments LLC 1.68% Reduce -7.0% 32,417 $5.1M
Udine Wealth Management, Inc. 2.70% Reduce -5.5% 32,412 $5.1M
Grey Fox Wealth Advisors, LLC 1.22% Add +303.3% 32,369 $5.1M
Resurgent Financial Advisors LLC 2.82% Add +0.5% 32,357 $5.1M
Grey Ledge Advisors, LLC 1.25% Reduce -0.8% 32,351 $5.1M
St. Nicholas Private Asset Management, Inc. 4.74% Add +1.0% 32,329 $5.1M
Goldstone Financial Group, LLC 0.67% Add +7.8% 32,046 $5.1M
Ellevest, Inc. 0.81% Add +4.7% 32,290 $5.1M
Sanders Morris Harris LLC 1.22% Reduce -83.2% 32,251 $5.1M
Delta Investment Management, LLC 0.98% Reduce -21.9% 32,247 $5.1M
Ssa Swiss Advisors AG 2.45% Add +41.3% 29,969 $5.1M
Avantra Family Wealth, Inc. 4.20% Add +2.1% 32,222 $5.1M
G2 Capital Management, LLC / Oh 1.43% Add +0.3% 32,197 $5.1M
Sharpepoint LLC 5.22% Add +0.2% 32,126 $5.1M
Kraematon Investment Advisors, Inc. 4.79% Add +4.0% 32,115 $5.1M
Foster Group, Inc. 0.17% Add +10.0% 32,087 $5.1M
Murphy & Mullick Capital Management Corp 4.12% Add +6.0% 29,452 $5.1M
Wincap Financial LLC 4.07% Add +118.5% 32,061 $5.1M
Integral Investment Advisors, Inc. 1.44% Add +17.1% 32,048 $5.1M
Hamilton Point Investment Advisors, LLC 0.83% Reduce -6.4% 31,955 $5.0M
Berkeley Capital Partners, LLC 1.28% Reduce -6.0% 31,957 $5.0M
Chancellor Financial Group WB LP 3.92% Reduce -1.9% 31,957 $5.0M
WNY Asset Management, LLC 0.56% Reduce -16.0% 31,921 $5.0M
Opes Wealth Management LLC 0.90% Reduce -1.4% 31,903 $5.0M
M3 Advisory Group, LLC 3.49% Add +7.0% 31,888 $5.0M
Redwood Wealth Management Group, LLC 2.28% Add +2.8% 31,878 $5.0M
Raleigh Capital Management Inc. 2.11% Add +11.5% 31,822 $5.0M
Freedom Day Solutions, LLC 1.49% Reduce -12.1% 31,820 $5.0M
AGH Wealth Advisors, LLC 4.14% Add +3.2% 31,804 $5.0M
Summit Global Investments 0.30% Add +55.8% 31,798 $5.0M
Carr Financial Group Corp 1.48% Add +14.2% 31,795 $5.0M
Atlas Legacy Advisors, LLC 1.11% Add +26.1% 31,793 $5.0M
Fortis Group Advisors, LLC 0.91% Add +5.6% 28,717 $5.0M
Syntegra Private Wealth Group, LLC 0.51% Add +16.7% 31,768 $5.0M
Warther Private Wealth, LLC 1.32% Reduce -28.9% 31,767 $5.0M
Barr E S & Co. 0.29% Add +5.4% 31,762 $5.0M
Saba Capital Management, L.P. 0.14% New 31,754 $5.0M
Scissortail Wealth Management, LLC 1.20% Add +0.1% 31,746 $5.0M
Goldstein Advisors, LLC 0.67% Add +0.3% 31,720 $5.0M
Littlejohn Financial Services, Inc. 3.87% Add +0.4% 31,714 $5.0M
Veracity Capital LLC 1.74% Add +1.2% 31,653 $5.0M
Wedge Capital Management L L P 0.09% Reduce -1.1% 31,652 $5.0M
Foster Victor Wealth Advisors, LLC 0.34% Reduce -9.9% 30,693 $5.0M
Beese Fulmer Investment Management, Inc. 0.37% Add +2.2% 31,611 $5.0M
Prospect Hill Management, LLC 2.57% Reduce -1.2% 31,534 $5.0M
Wealth Architects, LLC 0.51% Add +1.7% 31,466 $5.0M
Rede Wealth, LLC 1.79% Add +0.6% 31,406 $5.0M
Nia Impact Advisors, LLC 1.71% Reduce -14.9% 31,384 $5.0M
Frisch Financial Group, Inc. 1.21% Add +8.1% 31,321 $4.9M
Prasad Wealth Partners, LLC 1.45% Reduce -1.7% 31,317 $4.9M
Brucke Financial, Inc. 3.43% Reduce -6.5% 31,270 $4.9M
Andrew Hill Investment Advisors, Inc. 3.97% Add +419.9% 31,225 $4.9M
IFG Advisors, LLC 0.83% Add +16.3% 31,217 $4.9M
Atom Investors LP 0.44% No change 31,190 $4.9M
RVW Wealth, LLC 0.42% Reduce -9.3% 31,166 $4.9M
Samalin Investment Counsel, LLC 1.90% Add +2.3% 31,120 $4.9M
PGIM Custom Harvest LLC 0.10% Reduce -6.9% 31,101 $4.9M
Crewe Advisors LLC 0.69% Reduce -84.4% 31,092 $4.9M
Vienna Asset Management LLC 3.38% Reduce -30.1% 31,073 $4.9M
Alpine Bank Wealth Management 0.74% Reduce -0.5% 31,021 $4.9M
Argus Investors' Counsel, Inc. 3.48% Add +0.1% 31,011 $4.9M
Capital Advisory Group Advisory Services, LLC 1.76% Reduce -1.8% 30,997 $4.9M
Bridgewealth Advisory Group, LLC 1.24% New 30,983 $4.9M
Abel Hall, LLC 2.26% Add +26.8% 30,972 $4.9M
Saxony Capital Management, LLC 3.75% Add +5.9% 30,942 $4.9M
First United Bank & Trust 1.70% Reduce -5.3% 30,918 $4.9M
Farrow Financial, Inc. 2.96% Reduce -8.9% 30,916 $4.9M
Paradiem, LLC 1.23% Reduce -21.9% 30,911 $4.9M
Symphony Financial Services, Inc. 2.91% Reduce -2.0% 30,783 $4.9M
Voya Financial Advisors, Inc. 0.49% Reduce -2.9% 30,832 $4.9M
Blackstone Inc. 0.02% New 30,770 $4.9M
Amica Retiree Medical Trust 6.99% No change 30,676 $4.8M
Nvest Financial, LLC 2.52% Add +13.6% 30,587 $4.8M
Comprehensive Financial Planning, Inc. 3.79% Add +4.4% 30,496 $4.8M
West Wealth Group, LLC 1.20% Reduce -9.4% 26,845 $4.8M
Triumph Capital Management 1.45% Add +12.4% 30,472 $4.8M
Hilltop Partners LLC 1.45% Add +27.1% 30,450 $4.8M
Wormser Freres Gestion 2.85% Add +7.7% 30,356 $4.8M
Whalen Wealth Management Inc. 3.01% Reduce -29.2% 30,328 $4.8M
Wakefield Asset Management LLLP 1.34% No change 30,308 $4.8M
Vectors Research Management, LLC 1.64% Reduce -2.9% 30,271 $4.8M
Spectrum Strategic Capital Management, LLC 3.04% Add +25.2% 30,245 $4.8M
Carl P. Sherr & Co., LLC 2.41% Add +4.3% 30,180 $4.8M
Norris Financial Group, LLC 1.95% Add +291.0% 30,085 $4.8M
1834 Investment Advisors Co. 0.60% Add +2.9% 30,081 $4.8M
Consilio Wealth Advisors, LLC 1.69% Add +5.8% 30,104 $4.7M
Navis Wealth Advisors, LLC 4.00% Reduce -2.2% 30,035 $4.7M
Landing Point Financial Group, LLC 2.99% Reduce -3.6% 29,983 $4.7M
IronOak Wealth LLC. 4.60% — 29,944 $4.7M
Solitude Financial Services 1.71% Add +46.2% 29,926 $4.7M
Sage Rhino Capital LLC 1.00% Add +2.3% 29,909 $4.7M
Wealthedge Investment Advisors, LLC 1.97% Reduce -42.2% 29,828 $4.7M
AA Financial Advisors, LLC 1.01% Reduce -8.7% 29,791 $4.7M
Turn8 Private Wealth Inc. 3.40% Reduce -7.7% 27,867 $4.7M
Palisades Hudson Asset Management, L.P. 1.84% Add +1.3% 29,758 $4.7M
SPC Financial, Inc. 0.39% Reduce -3.2% 29,685 $4.7M
Covenant Partners, LLC 1.40% No change 29,674 $4.7M
Index Fund Advisors, Inc. 0.26% Add +479.0% 29,564 $4.7M
YANKCOM Partnership 2.28% Add +2.1% 29,533 $4.7M
BridgePort Financial Solutions, LLC 1.55% Add +57.0% 29,531 $4.7M
FNY Investment Advisers, LLC 2.02% Add +73.3% 29,497 $4.7M
Kuhn & Co Investment Counsel 3.52% Reduce -9.0% 29,450 $4.7M
Plan A Wealth LLC 2.64% Add +22.6% 29,449 $4.7M
Platinum Investment Management Ltd. 0.31% Add +20.1% 29,399 $4.6M
Mechanics Financial Corp 1.97% Reduce -0.7% 29,352 $4.6M
Mustard Seed Financial, LLC 3.34% No change 29,316 $4.6M
G&S Capital LLC 1.83% Reduce -1.1% 29,292 $4.6M
Tripletail Wealth Management, LLC 6.60% — 25,236 $4.6M
X-Square Capital, LLC 1.66% Reduce -1.2% 29,253 $4.6M
Mach-1 Financial Group, LLC 1.35% Reduce -1.5% 29,254 $4.6M
Proffitt & Goodson Inc. 0.70% Add +2.8% 29,211 $4.6M
Impact Partnership Wealth, LLC 0.85% Add +27.9% 29,157 $4.6M
CWC Advisors, LLC. 2.38% Add +152.2% 29,148 $4.6M
Sykon Capital LLC 1.68% Reduce -9.2% 29,145 $4.6M
Mosaic Family Wealth Partners, LLC 0.59% Reduce -21.8% 29,124 $4.6M
Mascagni Wealth Management, Inc. 3.92% Add +4.7% 29,123 $4.6M
St. Johns Investment Management Company, LLC 2.11% Reduce -3.9% 29,117 $4.6M
Wealthgarden F.S. LLC 3.82% Add +5.0% 25,859 $4.6M
Bouchey Financial Group, Ltd. 0.38% Add +12.8% 29,092 $4.6M
Valley Wealth Managers, Inc. 0.33% Add +0.4% 29,080 $4.6M
FDx Advisors, Inc. 1.40% Add +1.0% 29,074 $4.6M
Wealthstream Advisors, Inc. 0.76% Add +12.2% 29,055 $4.6M
Pinnacle West Asset Management, Inc. 3.17% Add +0.2% 29,045 $4.6M
LifeWealth Investments, LLC 1.67% Add +18.0% 29,017 $4.6M
Muirfield Wealth Advisors LLC 3.64% Add +0.0% 28,979 $4.6M
Francis Financial, Inc. 1.06% Reduce -6.4% 28,936 $4.6M
Integrated Quantitative Investments LLC 1.34% New 28,926 $4.6M
Parametrica Management Ltd 8.49% New 28,897 $4.6M
ARS Wealth Advisors Group, LLC 0.53% Reduce -21.4% 28,875 $4.6M
BCS Wealth Management 0.98% Add +44.5% 28,862 $4.6M
Hazlett, Burt & Watson, Inc. 1.87% Add +5.7% 28,819 $4.6M
Brown, Lisle/Cummings, Inc. 1.21% Add +28.3% 28,836 $4.6M
MFG Wealth Management, Inc. 3.84% Reduce -5.3% 28,832 $4.6M
Gallagher Fiduciary Advisors, LLC 0.18% Add +0.8% 28,821 $4.6M
Crescent Park Management, L.P. 1.93% Add +0.7% 28,769 $4.5M
Headinvest, LLC 0.97% Reduce -8.5% 28,747 $4.5M
Aspen Capital Management, LLC 1.27% Add +0.6% 28,696 $4.5M
Hofer & Associates. Inc 2.82% Add +10.8% 28,655 $4.5M
Buckley Wealth Management, LLC 1.35% Add +1.6% 28,583 $4.5M
Stamos Capital Partners, L.P. 0.81% Add +13.8% 28,555 $4.5M
Cohen Investment Advisors LLC 2.35% Add +65.8% 28,452 $4.5M
PKS Advisory Services, LLC 1.11% Add +4.6% 28,445 $4.5M
Sterling Investment Counsel, LLC 2.63% Reduce -30.3% 28,427 $4.5M
Roehl & Yi Investment Advisors, LLC 2.30% Reduce -1.3% 28,424 $4.5M
Peak Planning Group, LLC 2.87% Reduce -47.8% 28,418 $4.5M
Capstone Wealth Management Group LLC 3.27% Reduce -2.5% 28,417 $4.5M
Valley Brook Capital Group, Inc. 3.36% Reduce -8.9% 28,398 $4.5M
Insight Wealth Partners, LLC 2.49% Add +0.8% 28,392 $4.5M
Finivi Inc. 3.04% Add +3.0% 28,358 $4.5M
BIP Wealth, LLC 0.28% Add +3.2% 28,345 $4.5M
Armstrong Advisory Group, Inc. 0.34% Reduce -1.8% 28,334 $4.5M
WINTON GROUP Ltd 0.23% Add +188.3% 28,251 $4.5M
Todd Asset Management LLC 0.10% Add +0.1% 28,232 $4.5M
Almanack Investment Partners, LLC. 0.71% Add +1.0% 28,223 $4.5M
Center For Asset Management LLC 2.75% Add +0.9% 32,407 $4.5M
Rydar Equities, Inc. 3.51% — 28,140 $4.4M
Missouri Trust & Investment Co 1.45% Add +0.8% 28,110 $4.4M
Delta Asset Management LLC 0.39% Reduce -6.9% 28,051 $4.4M
LPWM LLC 1.29% Reduce -1.2% 28,047 $4.4M
Del-Sette Capital Management, LLC 3.08% Add +5.9% 28,032 $4.4M
Hudock, Inc. 0.71% Add +4.3% 28,027 $4.4M
Precision Wealth Strategies, LLC 1.44% Reduce -57.9% 28,024 $4.4M
Financial Management Professionals, Inc. 0.50% Add +22.6% 28,016 $4.4M
Vickerman Investment Advisors, Inc. 0.95% Add +168.4% 28,009 $4.4M
Vista Investment Partners LLC 1.27% Add +3.6% 27,981 $4.4M
Riverpark Capital Management LLC 7.17% Reduce -13.7% 27,980 $4.4M
Hartford Funds Management Co LLC 0.38% Add +6.3% 27,978 $4.4M
Bourgeon Capital Management LLC 0.89% Reduce -3.6% 27,976 $4.4M
All Terrain Financial Advisors, LLC 1.60% No change 27,930 $4.4M
Davidson Capital Management Inc. 1.06% Add +23.5% 27,892 $4.4M
Guided Capital Wealth Management, LLC 3.39% Add +0.3% 27,858 $4.4M
Coyle Financial Counsel LLC 1.18% Add +13.4% 27,809 $4.4M
Atala Financial Inc 3.03% Reduce -0.1% 27,804 $4.4M
Mill Creek Capital Advisors, LLC 0.10% Reduce -25.4% 27,783 $4.4M
Worth Financial Advisory Group, LLC 2.69% Add +13.8% 27,751 $4.4M
Walkner Condon Financial Advisors LLC 0.81% Reduce -0.9% 27,737 $4.4M
Galvin, Gaustad & Stein, LLC 0.38% Reduce -7.4% 27,730 $4.4M
Meridian Wealth Partners, LLC 0.64% Add +37.0% 27,726 $4.4M
Gradient Capital Advisors, LLC 1.29% Add +2.7% 27,710 $4.4M
SRN Advisors, LLC 3.98% Add +87.0% 27,666 $4.4M
Stonebridge Financial Planning Group, LLC 1.82% Reduce -2.3% 27,657 $4.4M
Advance Capital Management, Inc. 0.20% Reduce -3.9% 27,600 $4.4M
DT Investment Partners, LLC 0.39% Reduce -1.4% 27,575 $4.4M
One Day In July LLC 0.39% Add +4.4% 27,543 $4.4M
Core Wealth Partners LLC 2.20% Add +14.6% 27,405 $4.3M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7.64% Add +127.4% 27,376 $4.3M
waypoint wealth counsel 2.14% Add +10.0% 27,353 $4.3M
Campbell Newman Asset Management Inc. 0.34% Reduce -0.3% 27,260 $4.3M
Mainstream Capital Management LLC 3.13% Reduce -9.3% 27,252 $4.3M
Hendley & Co. Inc. 1.50% Reduce -0.9% 27,227 $4.3M
Grant Private Wealth Management Inc 2.44% Reduce -51.4% 27,219 $4.3M
Boyd Watterson Asset Management LLC 1.36% Reduce -9.6% 27,180 $4.3M
Purkiss Capital Advisors LLC 2.39% Add +130.1% 27,154 $4.3M
Ledyard National Bank 0.41% Reduce -0.9% 27,146 $4.3M
Weaver Consulting Group 1.19% Add +6.5% 27,139 $4.3M
Hobart Private Capital, LLC 0.97% Add +47.1% 27,105 $4.3M
Ullmann Wealth Partners Group, LLC 0.51% Add +16.6% 27,092 $4.3M
Next Capital Management LLC 1.58% Add +114.7% 27,033 $4.3M
4J Wealth Management LLC 2.88% Reduce -16.7% 27,019 $4.3M
Quaker Wealth Management, LLC 1.43% — 27,012 $4.3M
Carter Financial Group, INC. 2.79% — 27,000 $4.3M
InTrack Investment Management Inc 2.86% Add +11.6% 26,979 $4.3M
J. W. Coons Advisors, LLC 0.96% Add +3.1% 26,945 $4.3M
Leisure Capital Management 1.60% Add +44.2% 26,939 $4.3M
Taylor & Morgan Wealth Management, LLC 2.87% Add +1.2% 26,909 $4.3M
Sierra Capital LLC 0.49% Add +4.6% 26,891 $4.2M
Motive Wealth Advisors 1.93% Add +15.6% 26,878 $4.2M
Legacy Trust 1.04% Reduce -5.4% 26,875 $4.2M
JPL Wealth Management, LLC 1.14% Add +0.3% 26,851 $4.2M
N.E.W. Advisory Services LLC 0.41% Reduce -19.1% 26,839 $4.2M
Orrstown Financial Services Inc. 0.89% Add +2.2% 26,822 $4.2M
Independent Wealth Network Inc. 1.53% Add +8.0% 26,645 $4.2M
Magnolia Capital Advisors LLC 1.06% Add +15.9% 26,629 $4.2M
SoundView Advisors Inc. 1.55% Add +6.4% 26,596 $4.2M
Gilman Hill Asset Management, LLC 0.69% Add +9.1% 26,579 $4.2M
Palmer Knight Co 1.79% Reduce -0.8% 26,553 $4.2M
South Plains Financial, Inc. 2.94% Add +4.3% 26,483 $4.2M
Kensington Investment Counsel, LLC 1.79% Add +4.1% 26,450 $4.2M
Fortune 45 LLC 2.41% Add +2.4% 26,417 $4.2M
Roberts Glore & Co. Inc. 1.22% Reduce -3.1% 26,335 $4.2M
Semmax Financial Advisors Inc. 1.07% Reduce -16.5% 22,761 $4.2M
360 Financial, Inc. 1.31% Add +1.4% 26,310 $4.2M
Surience Private Wealth LLC 3.90% Add +93.8% 26,305 $4.2M
Harold Davidson & Associates Inc. 2.69% Reduce -28.3% 26,305 $4.2M
American Money Management, LLC 0.73% Add +5.8% 26,218 $4.1M
Laraway Financial Advisors Inc 3.13% Reduce -1.3% 26,147 $4.1M
White Pine Investment CO 1.03% New 26,098 $4.1M
First Pacific Financial 0.61% Add +63.8% 26,066 $4.1M
LWM Advisory Services, LLC 2.83% Reduce -5.6% 25,994 $4.1M
Boyce & Associates Wealth Consulting, Inc. 3.75% Add +2.6% 25,984 $4.1M
Blue Zone Wealth Advisors, LLC 1.02% Add +18.2% 25,884 $4.1M
Bank of Marin 3.09% Add +2.5% 25,883 $4.1M
Aspiriant, LLC 0.13% Add +0.1% 25,838 $4.1M
Stephens Consulting, LLC 0.97% Add +2.5% 25,821 $4.1M
Rise Advisors, LLC 1.62% Reduce -0.4% 25,783 $4.1M
Whelan Financial 1.47% Reduce -2.3% 25,780 $4.1M
Redwood Financial Network Corp 2.75% Add +4.7% 25,739 $4.1M
BlackDiamond Wealth Management, LLC 2.35% Reduce -3.1% 26,520 $4.1M
W1M Asset Management Ltd 0.31% Add +7.5% 25,652 $4.1M
Argent Advisors, Inc. 1.25% Add +8.8% 25,631 $4.0M
Aureus Asset Management, LLC 0.26% Reduce -5.7% 25,599 $4.0M
Investment Partners Asset Management, Inc. 2.81% Add +0.9% 25,595 $4.0M
First Washington CORP 1.30% No change 25,586 $4.0M
Primoris Wealth Advisors, LLC 2.76% Add +7.6% 25,576 $4.0M
Grange Capital, LLC 4.22% Reduce -8.0% 25,551 $4.0M
Fjell Capital, LLC 3.74% Reduce -2.8% 25,546 $4.0M
Quad-Cities Investment Group, LLC 1.83% Reduce -0.1% 25,540 $4.0M
Pinion Investment Advisors, LLC 1.39% Reduce -49.6% 25,522 $4.0M
TruNorth Capital Management, LLC 0.90% Reduce -4.0% 25,515 $4.0M
Dymon Asia Capital (singapore) Pte. LTD. 2.86% Add +42.3% 25,501 $4.0M
Nova Wealth Management, Inc. 2.96% Reduce -3.2% 25,491 $4.0M
Revisor Wealth Management LLC 1.45% Add +7.9% 24,540 $4.0M
Centennial Wealth Advisory LLC 1.28% Add +4.0% 25,432 $4.0M
Pine Harbor Wealth Management, LLC 1.41% Reduce -12.1% 25,437 $4.0M
SeaBridge Investment Advisors LLC 0.75% Reduce -1.3% 25,437 $4.0M
Panoramic Capital Partners, LLC 2.78% Add +70.3% 25,119 $4.0M
Peninsula Asset Management Inc. 2.11% New 25,300 $4.0M
Tributary Capital Management, LLC 0.35% Reduce -3.1% 25,300 $4.0M
Pettyjohn, Wood & White, Inc. 0.71% Add +18.3% 25,252 $4.0M
Bravias Capital Group, LLC 2.93% Reduce -9.1% 25,233 $4.0M
Townsend Asset Management Corp. /NC/ 1.44% Add +1.6% 25,194 $4.0M
Riversedge Advisors, LLC 0.78% Add +12.6% 25,188 $4.0M
Lighthouse Investment Partners, LLC 0.17% Reduce -52.9% 25,183 $4.0M
Davies Financial Advisors, Inc. 3.09% Reduce -0.8% 25,170 $4.0M
GFG Capital, LLC 1.19% Reduce -57.1% 25,135 $4.0M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.68% Add +3.4% 25,104 $4.0M
D.B. Root & Company, LLC 1.17% Reduce -7.3% 25,095 $4.0M
Lion Street Advisors, LLC 1.20% Reduce -26.1% 25,091 $4.0M
Driehaus Capital Management LLC 0.03% Add +21.6% 25,045 $4.0M
Rf&l Wealth Management, LLC 2.55% Add +38.8% 25,040 $4.0M
MRA Advisory Group 1.85% Add +16.2% 25,034 $4.0M
Peak Financial Management, Inc. 1.12% Reduce -14.0% 24,994 $3.9M
HORAN Wealth, LLC 1.21% — 24,982 $3.9M
Burns Matteson Capital Management, LLC 1.90% Reduce -6.3% 24,895 $3.9M
one8zero8, LLC 0.93% Reduce -7.5% 24,842 $3.9M
McDaniel Terry & Co. 0.32% Reduce -7.5% 24,802 $3.9M
Evelyn Partners Investment Management (Europe) Ltd 1.41% Reduce -6.3% 24,799 $3.9M
Legal Advantage Investments, Inc. 1.83% Add +8.8% 24,796 $3.9M
St. Louis Financial Planners Asset Management, LLC 2.98% New 24,776 $3.9M
New Wave Wealth Advisors LLC 1.66% Reduce -40.8% 24,771 $3.9M
Hill Island Financial LLC 1.09% Add +133.0% 24,754 $3.9M
Encompass More Asset Management 0.91% Add +3.5% 24,644 $3.9M
TAGStone Capital, Inc. 1.60% Add +25.6% 21,254 $3.9M
Aletheian Wealth Advisors LLC 1.91% Reduce -5.2% 24,553 $3.9M
Keyvantage Wealth, LLC 1.74% Add +7.8% 24,507 $3.9M
Lodestone Wealth Management LLC 1.88% Add +3.6% 24,463 $3.9M
Stonebridge Financial Group, LLC 0.38% Add +122.0% 24,446 $3.9M
Vantage Point Financial LLC 1.69% Add +28.2% 24,431 $3.9M
PFW Advisors LLC 1.19% Reduce -3.9% 24,423 $3.9M
Pandora Wealth, Inc. 2.37% Reduce -0.2% 24,390 $3.9M
FOCUS Wealth Advisors, LLC 2.00% Add +1.7% 24,374 $3.9M
Whitaker-Myers Wealth Managers, LTD. 0.97% Reduce -2.9% 24,365 $3.8M
Madison Asset Management, LLC 0.04% Add +0.9% 24,364 $3.8M
Pacific Sage Partners, LLC 0.76% Add +2.5% 24,342 $3.8M
Baron Wealth Management LLC 1.36% Add +36.4% 24,313 $3.8M
Iams Wealth Management, LLC 1.76% Add +10.4% 24,312 $3.8M
Asset Planning,Inc 2.90% Reduce -0.4% 24,307 $3.8M
IVC Wealth Advisors LLC 1.87% Add +5.8% 24,299 $3.8M
Wealth Advisors of Tampa Bay, LLC 1.45% Add +1.3% 24,298 $3.8M
Greenbush Financial Group, LLC 1.67% Add +5.8% 24,288 $3.8M
HHM Wealth Advisors, LLC 0.46% Add +16.0% 24,267 $3.8M
Challenger Wealth Management 2.66% Add +46.4% 24,245 $3.8M
Investments & Financial Planning, LLC 2.20% Add +0.8% 24,219 $3.8M
Greykasell Wealth Strategies, Inc. 1.83% Add +28.0% 24,201 $3.8M
Paladin Wealth, LLC 2.97% Reduce -0.1% 24,189 $3.8M
Parthenon LLC 0.44% Add +0.8% 24,148 $3.8M
Factor Wealth Management LTD 1.04% Reduce -14.5% 24,147 $3.8M
Global Financial Private Client, LLC 1.43% Add +12.4% 24,142 $3.8M
Neo Ivy Capital Management 1.22% Reduce -36.3% 24,112 $3.8M
A&I Financial Services, LLC 2.14% Add +3.2% 24,051 $3.8M
Dunhill Financial, LLC 1.10% Reduce -4.2% 23,995 $3.8M
Clark Asset Management, LLC 0.52% Add +48.1% 23,953 $3.8M
Centiva Capital, LP 0.25% Reduce -47.1% 23,952 $3.8M
First Command Advisory Services, Inc. 0.03% Add +5.0% 23,949 $3.8M
Westfuller Advisors, LLC 2.15% Reduce -3.6% 23,882 $3.8M
KKM Financial LLC 1.31% Reduce -12.7% 23,871 $3.8M
Bigelow Investment Advisors, LLC 1.66% Add +0.8% 23,798 $3.8M
Hidden Cove Wealth Management, LLC 2.72% Add +0.3% 23,778 $3.8M
Anb Bank 1.69% Add +41.7% 23,778 $3.8M
Trust Co. of Oklahoma 1.20% Add +41.7% 23,773 $3.8M
Levin Capital Strategies, L.P. 0.37% Add +10.9% 23,752 $3.8M
Altus Wealth Group LLC 1.66% Add +12.6% 23,750 $3.8M
Meridian Financial Partners LLC 1.76% Reduce -1.5% 23,736 $3.8M
Vance Wealth, LLC 1.26% Add +15.4% 23,681 $3.7M
Strata Wealth Advisors, LLC 1.03% Add +16.5% 23,679 $3.7M
Fairtree Asset Management (Pty) Ltd 2.82% Add +3.1% 23,666 $3.7M
BostonPremier Wealth LLC 2.07% Add +40.8% 23,660 $3.7M
Napa Wealth Management 1.78% Add +0.0% 23,615 $3.7M
Avondale Wealth Management 2.08% Add +18.4% 23,605 $3.7M
Sage Private Wealth Group, LLC 2.39% Reduce -6.5% 23,583 $3.7M
Hemington Wealth Management 0.54% Add +7.2% 23,527 $3.7M
Summit Wealth Group, LLC 0.95% Reduce -0.8% 23,518 $3.7M
Point Windward Advisors Inc. 1.69% Reduce -25.6% 23,499 $3.7M
Marks Group Wealth Management, Inc 0.34% Add +2.6% 23,441 $3.7M
North Dallas Bank & Trust Co. 2.80% — 23,398 $3.7M
Bantamac Capital, LLC 1.32% Add +32.6% 23,390 $3.7M
Evolution Wealth Advisors, LLC 0.54% Add +31.4% 23,374 $3.7M
Round Rock Advisors LLC 0.64% Reduce -0.5% 23,372 $3.7M
Richardson Financial Services Inc. 2.48% Add +6.1% 24,071 $3.7M
Bluesphere Advisors LLC 1.84% Add +12.2% 23,355 $3.7M
BayBridge Capital Group, LLC 2.36% Add +0.1% 23,285 $3.7M
Armstrong, Fleming & Moore, Inc 2.00% New 23,271 $3.7M
Novak & Powell Financial Services, Inc. 2.55% Add +1.6% 23,234 $3.7M
One Charles Private Wealth Services, LLC 1.03% Add +1.6% 23,231 $3.7M
Tevis Investment Management 2.35% Add +21.0% 23,197 $3.7M
Bedel Financial Consulting, Inc. 0.50% Add +3.6% 23,186 $3.7M
Blue Chip Partners, LLC 0.30% Add +23.9% 23,184 $3.7M
Signet Financial Management, LLC 0.46% Reduce -0.2% 23,176 $3.7M
PCA Investment Advisory Services Inc. 1.54% Add +19.4% 23,171 $3.7M
Steigerwald, Gordon & Koch Inc. 0.39% Reduce -0.6% 23,136 $3.7M
Opal Wealth Advisors, LLC 1.01% Add +12.9% 23,125 $3.7M
Beaird Harris Wealth Management, LLC 0.28% Add +3.3% 23,103 $3.6M
Maia Wealth LLC 0.70% Add +41.9% 23,098 $3.6M
Orion Capital Management LLC 1.39% Reduce -1.1% 23,068 $3.6M
Archer Investment Corp 0.87% Add +0.7% 23,055 $3.6M
ELCO Management Co., LLC 1.91% Add +16.3% 23,055 $3.6M
Latitude Advisors, LLC 1.83% Add +1.0% 23,035 $3.6M
Cantor Fitzgerald Investment Advisors L.P. 0.26% Reduce -0.0% 22,983 $3.6M
Unique Wealth Strategies, LLC 1.52% Reduce -22.8% 22,926 $3.6M
Maripau Wealth Management LLC 1.82% Add +16.4% 22,758 $3.6M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 11.71% Add +85.0% 22,860 $3.6M
Arkfeld Wealth Strategies, L.L.C. 1.43% Add +2.3% 22,832 $3.6M
Operose Advisors LLC 1.02% Add +4.3% 22,816 $3.6M
Rialto Wealth Management, LLC 1.01% Reduce -2.7% 22,801 $3.6M
Red Mountain Financial, LLC 4.00% No change 22,790 $3.6M
First International Bank of Israel Ltd. 2.12% — 22,771 $3.6M
Farmers National Bank 0.95% Add +0.4% 22,745 $3.6M
IAM Advisory, LLC 0.86% Add +0.1% 22,700 $3.6M
Crawford Investment Counsel Inc. 0.06% Reduce -3.7% 22,656 $3.6M
TrueMark Investments, LLC 0.77% Reduce -3.7% 22,646 $3.6M
Richard W. Paul & Associates, LLC 1.29% Reduce -0.1% 22,627 $3.6M
Laidlaw Wealth Management LLC 10.29% Reduce -5.6% 22,598 $3.6M
McIlrath & Eck, LLC 0.41% Reduce -2.3% 22,540 $3.6M
Aldebaran Financial Inc. 3.94% Add +4.1% 22,516 $3.6M
Wallington Asset Management, LLC 0.50% Reduce -12.3% 22,502 $3.6M
Invera Wealth Advisors, LLC 2.32% Reduce -1.9% 22,487 $3.6M
New World Advisors LLC 0.76% Add +153.8% 22,478 $3.6M
Riverbend Wealth Management, LLC 2.69% Add +21.8% 22,468 $3.5M
Bright Financial Advisors, Inc. 1.97% Add +0.3% 22,443 $3.5M
Petra Financial Advisors Inc. 2.25% Add +51.9% 22,435 $3.5M
Evelyn Partners Asset Management Ltd 0.90% Add +1.1% 22,426 $3.5M
Northern Financial Advisors Inc 2.66% Add +23.6% 22,415 $3.5M
Rothschild Capital Partners, LLC 0.93% No change 22,400 $3.5M
Pathway Financial Advisors LLC 0.52% Add +1.9% 22,371 $3.5M
Acorn Financial Advisory Services Inc. 0.58% Add +27.0% 22,294 $3.5M
Stonehage Fleming Financial Services Holdings Ltd 0.10% Reduce -1.3% 22,249 $3.5M
Jackson Thornton Wealth Management, LLC 0.40% Add +16.1% 21,922 $3.5M
Elmwood Wealth Management, Inc. 1.38% Add +7.9% 22,114 $3.5M
DecisionMap Wealth Management, LLC 2.39% Add +1.7% 22,090 $3.5M
United Bank 0.42% Reduce -1.8% 22,083 $3.5M
Cresta Advisors, Ltd. 1.70% Add +2.1% 22,042 $3.5M
Shay Capital LLC 0.79% New 22,000 $3.5M
Blueprint Financial Advisors LLC 1.11% Add +14.9% 21,965 $3.5M
Heritage Wealth Management, Inc. 1.12% Reduce -15.2% 21,915 $3.5M
Carderock Capital Management Inc. 0.89% Reduce -56.6% 21,885 $3.5M
Aurora Private Wealth, Inc. 2.56% Reduce -3.5% 21,875 $3.5M
American Financial Advisors, LLC 0.48% Add +2.7% 21,840 $3.5M
Brendel Financial Advisors LLC 1.93% Add +10.3% 21,829 $3.4M
Riverview Capital Advisers, LLC 0.99% Reduce -0.3% 21,795 $3.4M
Spinnaker Investment Group, LLC 0.81% Reduce -17.9% 21,786 $3.4M
StrongBox Wealth, LLC 1.31% Add +0.9% 21,775 $3.4M
Sandy Cove Advisors, LLC 1.24% Add +3.4% 21,758 $3.4M
ICW Investment Advisors LLC 1.36% Add +5.1% 21,721 $3.4M
Garda Capital Partners LP 0.97% Reduce -2.1% 21,713 $3.4M
Martin Investment Management, LLC 0.88% Add +76.2% 21,675 $3.4M
Woodmont Investment Counsel LLC 0.23% Add +14.3% 21,661 $3.4M
Morton Capital Management LLC 0.61% Reduce -0.2% 21,657 $3.4M
Rosenberg Matthew Hamilton 0.79% Add +0.1% 21,635 $3.4M
Scarborough Advisors, LLC 0.68% Reduce -3.4% 21,610 $3.4M
Warwick Investment Management, Inc. 0.66% Add +6.8% 21,565 $3.4M
Global Trust Asset Management, LLC 1.82% Add +86.4% 21,550 $3.4M
Ridgecrest Wealth Partners, LLC 1.80% Reduce -73.1% 21,547 $3.4M
Charles Schwab Trust Co 0.26% Add +24.3% 21,535 $3.4M
Aviso Financial Inc. 0.15% Reduce -4.9% 21,513 $3.4M
Intrepid Capital Management Inc. 1.78% Add +11.4% 21,465 $3.4M
Massachusetts Wealth Management 1.91% Reduce -1.0% 21,452 $3.4M
Woodley Farra Manion Portfolio Management Inc. 0.16% Reduce -2.0% 21,450 $3.4M
Kapstone Financial Advisors LLC 1.69% Add +6.5% 21,450 $3.4M
Martin & Co. Inc. 0.62% Reduce -1.9% 21,413 $3.4M
Copperwynd Financial, LLC 0.84% Reduce -53.3% 21,406 $3.4M
RD Lewis Holdings, Inc. 3.41% Reduce -3.9% 18,697 $3.4M
Lodestar Private Asset Management LLC 0.39% Add +2.2% 21,355 $3.4M
Collar Capital Management, LLC 2.83% Add +204.3% 21,319 $3.4M
Rahlfs Capital, LLC 3.08% No change 21,270 $3.4M
Barnes Pettey Financial Advisors, LLC 2.25% Add +0.6% 21,269 $3.4M
Cherrydale Wealth Management, LLC 1.17% Reduce -0.9% 21,269 $3.4M
Ellenbecker Investment Group 0.54% Add +5.5% 21,221 $3.4M
Brio Consultants, LLC 0.49% Add +2.6% 21,206 $3.4M
New Century Financial Group, LLC 3.93% Add +105.1% 21,206 $3.4M
Three Magnolias Financial Advisors, LLC 2.33% Reduce -1.9% 21,204 $3.4M
White Pine Capital LLC 1.06% Add +8.7% 21,153 $3.3M
Ninepoint Partners LP 0.65% Add +23.9% 21,106 $3.3M
Putney Financial Group LLC 3.37% Reduce -3.0% 21,099 $3.3M
Evermay Wealth Management LLC 0.41% Add +1.5% 21,097 $3.3M
Atlas Capital Advisors Inc. 0.41% Add +0.9% 21,086 $3.3M
Kennebec Savings Bank 3.27% Add +5.5% 21,085 $3.3M
Choice Wealth Advisors LLC 1.51% No change 21,082 $3.3M
Lauterbach Financial Advisors, LLC 1.83% Add +0.7% 21,034 $3.3M
LeClair Wealth Partners LLC 2.25% Reduce -0.9% 20,994 $3.3M
Rothschild Wealth LLC 0.81% Reduce -5.8% 20,974 $3.3M
Amplius Wealth Advisors, LLC 0.31% Add +15.8% 20,936 $3.3M
Pasadena Private Wealth, LLC 0.57% Add +142.6% 20,918 $3.3M
Brady Family Wealth, LLC 1.02% Add +1.5% 20,905 $3.3M
Roof Eidam Maycock Peralta, LLC 0.81% Add +0.3% 20,903 $3.3M
LeConte Wealth Management, LLC 2.23% Add +41.0% 20,883 $3.3M
Gagnon Securities LLC 0.67% Add +0.5% 20,864 $3.3M
Abound Wealth Management 0.93% Add +5.3% 20,836 $3.3M
MOKAN Wealth Management Inc. 1.84% Reduce -0.5% 20,828 $3.3M
Lathrop Investment Management Co. 0.62% Add +7.4% 20,832 $3.3M
Krane Funds Advisors LLC 0.13% Reduce -6.7% 20,829 $3.3M
United Community Bank 1.13% Add +6.1% 20,816 $3.3M
Alternative Investment Advisors, LLC. 1.63% Add +1.5% 20,814 $3.3M
Vivid Wealth Management, LLC 1.44% Reduce -6.5% 20,789 $3.3M
Haven Private, LLC 1.46% Add +76.2% 20,771 $3.3M
Austin Wealth Management, LLC 0.58% Reduce -3.5% 18,442 $3.3M
Prospera Capital Management, LLC 1.82% Add +0.9% 20,760 $3.3M
Marion Wealth Management 0.82% Reduce -12.5% 20,756 $3.3M
Talisman Wealth Advisors LLC 2.99% Add +31.6% 20,755 $3.3M
LongView Wealth Management 0.99% Reduce -4.0% 20,744 $3.3M
Sfm, LLC 2.10% Add +6.8% 20,721 $3.3M
Arvest Investments, Inc. 0.49% Add +15.5% 20,720 $3.3M
Horizon Kinetics Asset Management LLC 0.04% Reduce -6.1% 20,710 $3.3M
Frederick Financial Consultants, LLC 2.03% Add +4.9% 20,676 $3.3M
Gibraltar Capital Management, Inc. 0.64% Add +315.6% 49,098 $3.3M
Birchcreek Wealth Management, LLC 1.85% Add +6.2% 20,654 $3.3M
PAX Financial Group, LLC 0.62% Reduce -29.8% 20,595 $3.3M
Strategic Financial Concepts, LLC 0.46% Reduce -58.7% 20,589 $3.3M
Sweeney & Michel, LLC 1.16% Add +5.0% 19,722 $3.3M
Midland Wealth Advisors, LLC 0.18% Reduce -0.5% 20,562 $3.2M
BlueChip Wealth Advisors LLC 1.34% Add +41.3% 20,556 $3.2M
CogentBlue Wealth Advisors, LLC 2.49% Add +69.9% 20,551 $3.2M
Etesian Wealth Advisors, Inc. 1.21% Reduce -1.7% 20,545 $3.2M
Wealth Quarterback LLC 1.54% Add +6.1% 20,533 $3.2M
Capital & Planning, LLC 2.20% Add +0.5% 20,510 $3.2M
Spring Capital Management, LLC 1.70% No change 20,470 $3.2M
HT Partners LLC 0.99% Reduce -0.3% 20,434 $3.2M
Pecaut & Co. 1.07% Reduce -0.2% 20,372 $3.2M
Planned Solutions, Inc. 1.23% Reduce -5.7% 20,318 $3.2M
Brandywine Managers, LLC 3.19% No change 20,310 $3.2M
Northwest Bancshares, Inc. 0.56% Add +0.6% 20,305 $3.2M
Defined Financial Planning LLC 2.85% Add +15.5% 18,788 $3.2M
FRG Family Wealth Advisors LLC 0.56% Add +0.0% 20,299 $3.2M
Millington Financial Advisors, LLC 1.61% Add +18.3% 18,714 $3.2M
Private Client Services, LLC 1.24% Add +17.7% 20,221 $3.2M
Cahaba Wealth Management, Inc. 0.25% Reduce -23.2% 20,219 $3.2M
Clarus Wealth Advisors 1.48% Reduce -15.3% 19,947 $3.2M
First Financial Corp. 1.42% Reduce -0.1% 20,199 $3.2M
Cambridge Advisors Inc. 0.67% Add +9.1% 20,192 $3.2M
New Covenant Trust Company, N.A. 2.85% Reduce 0.0% 20,210 $3.2M
Mayfair Advisory Group, LLC 1.50% Add +1.7% 17,433 $3.2M
LifePlan Investment Advisors, Inc. 1.58% Add +84.4% 20,156 $3.2M
Syverson Strege & Co 0.75% Add +290.6% 20,133 $3.2M
Advanced Portfolio Management, LLC 8.89% Reduce -27.1% 20,130 $3.2M
Monument Capital Management 0.83% Reduce -0.9% 20,123 $3.2M
Security National Bank of So Dak 1.73% Reduce -2.1% 20,115 $3.2M
RoundAngle Advisors LLC 2.65% Add +5.3% 20,111 $3.2M
Genesee Capital Advisors, LLC 1.42% Reduce -0.2% 20,104 $3.2M
4WEALTH Advisors, Inc. 3.30% Add +1.6% 20,079 $3.2M
Mark Sheptoff Financial Planning, LLC 1.69% Reduce -16.3% 20,065 $3.2M
Warburton Capital Management, LLC 1.88% Add +133.1% 18,055 $3.2M
Southland Equity Partners LLC 0.69% Add +3.3% 20,028 $3.2M
Trueblood Wealth Management, LLC 1.32% Add +4.6% 20,024 $3.2M
Register Financial Advisors LLC 1.38% Add +43.1% 20,019 $3.2M
Capital Management Associates 5.16% No change 20,000 $3.2M
Addison Advisors LLC 0.79% Reduce -0.4% 19,999 $3.2M
Foresight Capital Management Advisors, Inc. 1.84% Reduce -49.3% 19,988 $3.2M
Petros Family Wealth, LLC 2.88% Add +7.1% 19,956 $3.2M
Clifford Group, LLC 2.59% Reduce -0.1% 19,923 $3.1M
Ssi Investment Management LLC 1.27% Reduce -38.6% 19,923 $3.1M
Addison Capital Co 1.09% Add +7.4% 19,911 $3.1M
Private Wealth Asset Management, LLC 0.42% Add +53.1% 19,911 $3.1M
QVR LLC 3.17% — 19,905 $3.1M
City National Bank of Florida 2.29% Add +11.6% 19,895 $3.1M
Luts & Greenleigh Group, Inc. 3.01% Add +0.4% 19,894 $3.1M
Gill Capital Partners, LLC 1.01% Add +1.7% 19,881 $3.1M
TBH Global Asset Management, LLC 0.67% Reduce -14.6% 19,875 $3.1M
Lord & Richards Wealth Management, LLC 3.28% Add +16.6% 19,871 $3.1M
Consultiva Wealth Management, Corp. 9.67% No change 19,850 $3.1M
Alan B Lancz & Associates, Inc. 3.13% Reduce -1.2% 19,776 $3.1M
Keudell/Morrison Wealth Management 0.69% Reduce -5.7% 19,724 $3.1M
Whipplewood Advisors, LLC 1.71% Add +6.7% 19,713 $3.1M
Transcendent Capital Group LLC 1.60% Add +1.3% 19,708 $3.1M
Adamsbrown Wealth Consultants LLC 0.90% Add +2.3% 19,707 $3.1M
Wisconsin Wealth Advisors, LLC 3.58% Reduce -2.7% 19,694 $3.1M
Liberty Square Wealth Partners LLC 1.07% Reduce -2.0% 19,692 $3.1M
Pavion Blue Capital, LLC 1.38% No change 19,650 $3.1M
Fermata Advisors, LLC 0.83% Reduce -35.1% 19,643 $3.1M
Investor's Fiduciary Advisor Network, LLC 1.15% Add +43.5% 19,620 $3.1M
Atticus Wealth Management, LLC 0.84% Add +20.4% 19,605 $3.1M
Chilton Investment Co. Inc. 0.07% Reduce -11.1% 19,579 $3.1M
Tobam 1.21% Reduce -42.1% 19,575 $3.1M
Salvus Wealth Management, LLC 1.80% Add +1.8% 19,550 $3.1M
Retirement Guys Formula LLC 1.17% Add +2.6% 19,522 $3.1M
Enzi Wealth 1.13% Reduce -10.2% 18,692 $3.1M
PCG Wealth Advisors, LLC 1.57% Add +4.3% 19,461 $3.1M
Montz Harcus Wealth Management LLC 1.48% Add +1.2% 19,449 $3.1M
Variant Private Wealth, LLC 3.19% Add +3.4% 19,432 $3.1M
Old Mission Investment Co LLC 0.84% Add +1.9% 19,422 $3.1M
Rogco, LP 1.15% Add +13.5% 19,375 $3.1M
IMZ Advisory Inc 1.22% Add +0.1% 17,754 $3.1M
Mayport, LLC 0.73% Reduce -4.9% 19,364 $3.1M
J. L. Bainbridge & Co., Inc. 0.28% Add +26.1% 19,343 $3.1M
BCGM Wealth Management, LLC 0.86% Add +0.5% 19,320 $3.1M
Mowery & Schoenfeld Wealth Management, LLC 4.93% Add +315.7% 19,292 $3.0M
Financial Council, LLC 1.47% No change 19,246 $3.0M
SKY-Mountain Capital Management, Inc. 2.02% New 16,812 $3.0M
Cape Ann Savings Bank 1.81% Reduce -5.3% 19,222 $3.0M
RFG Holdings, Inc. 0.88% Add +20.2% 19,221 $3.0M
W1M Investment Management Ltd 0.04% Add +7.1% 19,215 $3.0M
AIMZ Investment Advisors, LLC 1.02% Reduce -9.9% 19,192 $3.0M
Rovin Capital /Ut/ 0.92% Reduce -2.1% 19,188 $3.0M
Atlas Private Wealth Advisors 0.39% Add +9.8% 19,174 $3.0M
Pacific Center for Financial Services 0.82% Add +0.0% 19,166 $3.0M
Cornerstone National Bank & Trust Co 1.30% Reduce -3.8% 19,161 $3.0M
Essential Partners LLC 1.21% — 19,147 $3.0M
Seamount Financial Group Inc. 1.55% Add +233.9% 19,109 $3.0M
Shelton Wealth Management, LLC 1.52% Add +7.6% 19,107 $3.0M
Sage Advisors, LLC 2.15% Reduce -8.9% 19,105 $3.0M
Berkshire Asset Management LLC 0.14% Add +8.2% 19,086 $3.0M
Dogwood Wealth Management LLC 1.47% Add +22.4% 18,845 $3.0M
Connective Portfolio Management, LLC 6.45% Add +70.2% 19,390 $3.0M
Everest Private Wealth 2.16% Add +7.2% 19,022 $3.0M
Triangle Securities Wealth Management 0.74% Add +9.7% 19,005 $3.0M
EMC Capital Management 1.62% No change 19,000 $3.0M
Saxon Interests, Inc. 1.40% No change 27,627 $3.0M
Vigilare Wealth Management 1.12% Add +92.8% 18,943 $3.0M
Eaton-Cambridge Inc. 1.13% Add +6.6% 18,941 $3.0M
BetterWealth, LLC 0.77% Add +3.4% 18,914 $3.0M
Ascent Capital Management, LLC 2.65% Add +1.5% 18,897 $3.0M
Sutton Place Investors LLC 1.80% Add +12.3% 18,884 $3.0M
Integrated Investment Consultants, LLC 0.58% Add +17.0% 18,836 $3.0M
McCollum Christoferson Group LLC 0.89% Add +8.7% 18,830 $3.0M
High Falls Advisors, Inc 0.66% Reduce -6.9% 18,829 $3.0M
Estabrook Capital Management 0.46% Reduce -2.6% 18,785 $3.0M
Empire Financial Management Company, LLC 0.86% Add +5.1% 18,780 $3.0M
Strive Asset Management, LLC 1.79% Add +9.2% 18,777 $3.0M
FMB Wealth Management 1.41% Reduce -0.1% 18,766 $3.0M
CLG LLC 0.92% Add +0.9% 18,762 $3.0M
First Nebraska Trust Co 0.28% No change 18,755 $3.0M
Fusion Capital, LLC 1.01% Add +5.5% 18,740 $3.0M
Fourpath Capital Management, LLC 0.47% Add +1.2% 18,736 $3.0M
Novus Advisors, LLC 4.51% Reduce -31.4% 18,694 $3.0M
Inspire Advisors, LLC 0.31% Add +16.6% 18,690 $3.0M
Caliber Wealth Management, LLC / KS 0.32% Add +53.6% 18,689 $3.0M
Advisor Resource Council 1.45% Reduce -88.7% 18,676 $3.0M
Bangor Savings Bank 0.26% Reduce -2.6% 18,663 $2.9M
Lee Financial Co 0.42% Reduce -2.8% 18,635 $2.9M
Union Savings Bank 1.35% Add +0.3% 16,493 $2.9M
Rexford Capital Inc. 2.43% — 18,551 $2.9M
Strategic Investment Solutions, Inc. 0.89% Add +20.8% 18,525 $2.9M
Parsonex Advisory Services, Inc. 2.44% — 18,508 $2.9M
Wealthquest Corp 0.23% Add +3.5% 18,504 $2.9M
Excalibur Management Corp. 1.10% Add +5.3% 18,486 $2.9M
Madison Wealth Partners, Inc 0.64% Reduce -8.9% 18,480 $2.9M
Pinney & Scofield, Inc. 1.97% Add +0.0% 18,462 $2.9M
Helium Advisors LLC 1.84% Reduce -6.3% 18,390 $2.9M
Black Diamond Financial, LLC 0.45% Reduce -9.6% 18,363 $2.9M
Generation Capital Management LLC 2.29% Add +9.9% 18,334 $2.9M
Nordwand Advisors, LLC 0.45% Add +187.3% 18,308 $2.9M
Wedgewood Investors Inc. 3.33% Reduce -0.1% 18,300 $2.9M
McNaughton Wealth Management, LLC 1.29% Add +0.8% 18,291 $2.9M
Capital Advisors, Ltd. LLC 0.36% Reduce -2.8% 18,288 $2.9M
Stableford Capital II LLC 1.09% Add +80.1% 16,627 $2.9M
Birmingham Capital Management Co. Inc. 1.27% Reduce -17.1% 18,250 $2.9M
PSI Advisors, LLC 1.44% Add +1.6% 18,249 $2.9M
Baron Silver Stevens Financial Advisors, LLC 0.46% Add +30.3% 18,233 $2.9M
Forefront Wealth Partners, LLC 1.97% Reduce -7.4% 21,401 $2.9M
Lifeworks Advisors, LLC 0.43% Reduce -28.3% 18,176 $2.9M
KFA Private Wealth Group, LLC 0.89% Reduce -5.4% 18,172 $2.9M
Rooted Wealth Advisors, Inc. 0.99% Add +2.3% 17,409 $2.9M
Signature Wealth Management Partners, LLC 1.64% Add +7.9% 18,170 $2.9M
Chemistry Wealth Management LLC 0.62% Add +53.5% 18,156 $2.9M
Katamaran Capital LLP 2.79% New 18,141 $2.9M
Quattro Financial Advisors LLC 1.01% Add +2.1% 18,133 $2.9M
Absoluto Partners Gestao de Recursos Ltda 2.02% Add +30.6% 18,107 $2.9M
Tsai Capital Corp 2.10% Reduce -0.1% 18,101 $2.9M
Jackson Hole Capital Partners, LLC 0.52% Add +13.6% 18,024 $2.8M
Malaga Cove Capital, LLC 1.12% Reduce -20.7% 18,006 $2.8M
Cohen & Steers, Inc. 0.01% Reduce -17.1% 18,000 $2.8M
Advisory Resource Group 0.55% Reduce -1.6% 17,995 $2.8M
Chelsea Counsel Co. 1.41% Add +418.3% 17,985 $2.8M
Sheets Smith Investment Management 2.49% Reduce -20.0% 17,976 $2.8M
Bank of Nova Scotia Trust Co. 0.28% Add +60.8% 17,971 $2.8M
GK Wealth Management LLC 2.82% Add +123.7% 17,947 $2.8M
Saiph Capital, LLC 1.10% Add +31.9% 17,936 $2.8M
KFG Wealth Management, LLC 0.46% Add +5.5% 17,920 $2.8M
Aberdeen Wealth Management LLC 1.88% Add +1.1% 17,910 $2.8M
Elevated Capital Advisors, LLC 0.79% No change 26,026 $2.8M
Seldon Capital LP 1.22% No change 17,840 $2.8M
Payne Capital Management, LLC 1.09% Reduce -1.3% 17,840 $2.8M
Kentucky Trust Co 1.61% Add +2.1% 17,826 $2.8M
Momentum Wealth Planning, LLC 2.44% — 17,822 $2.8M
Towerpoint Wealth, LLC 1.25% Add +3.2% 17,804 $2.8M
Schorn Wealth LLC 0.93% Reduce -26.1% 17,781 $2.8M
Pekin Hardy Strauss, Inc. 0.32% Add +62.0% 17,763 $2.8M
Stonekeep Investments, LLC 1.89% Reduce -5.2% 17,761 $2.8M
JFS Wealth Advisors, LLC 0.18% Add +10.2% 17,747 $2.8M
Matrix Private Capital Group LLC 1.65% Reduce -21.3% 17,710 $2.8M
David Wealth Management LLC 2.08% Add +7.9% 17,685 $2.8M
Centerpoint Advisors, LLC 0.95% Reduce -18.4% 17,670 $2.8M
Lloyd Advisory Services, LLC. 1.35% Add +3.9% 17,644 $2.8M
Smith Chas P & Associates Pa Cpas 0.16% Reduce -7.9% 17,622 $2.8M
Curbstone Financial Management Corp 0.57% Reduce -73.9% 17,616 $2.8M
Bourne Lent Asset Management Inc. 1.07% Add +5.1% 17,465 $2.8M
FSA Advisors, Inc. 2.24% Add +1.2% 17,433 $2.8M
Glass Jacobson Investment Advisors llc 1.06% Reduce -16.4% 17,418 $2.8M
Acorn Wealth Advisors, LLC 1.02% Reduce -8.3% 17,417 $2.8M
Southeast Asset Advisors, LLC 0.33% Add +26.4% 17,415 $2.8M
Greatmark Investment Partners, Inc. 0.35% Reduce -3.8% 17,415 $2.8M
MBM Wealth Consultants, LLC 0.74% Add +7.0% 17,384 $2.7M
Signature Wealth Management Group 1.08% Reduce -1.3% 17,366 $2.7M
TFC Financial Management, Inc. 0.38% Reduce -9.1% 17,354 $2.7M
Phillips Financial Management, LLC 0.20% Add +8.4% 17,304 $2.7M
Smart Money Group LLC 0.85% Add +12.6% 17,247 $2.7M
Corundum Group, Inc. 1.20% Reduce -0.7% 17,196 $2.7M
Dale Q Rice Investment Management Ltd 2.25% Reduce -39.3% 15,836 $2.7M
One Wealth Advisors, LLC 0.38% Add +1.7% 17,168 $2.7M
Emerald Mutual Fund Advisers Trust 0.16% Reduce -1.3% 17,124 $2.7M
Acorn Creek Capital LLC 1.12% Add +2.4% 17,075 $2.7M
Polen Capital Management LLC 0.01% New 17,042 $2.7M
Nicholas Wealth, LLC. 2.36% Add +7.8% 17,017 $2.7M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 1.69% No change 17,000 $2.7M
Meridian Investment Counsel Inc. 0.73% Reduce -10.5% 16,983 $2.7M
New Insight Wealth Advisors 1.10% Reduce -9.3% 16,931 $2.7M
Rezny Wealth Management, Inc. 0.65% Add +8.0% 16,915 $2.7M
Matauro, LLC 0.50% Reduce -5.1% 16,913 $2.7M
Norris Perne & French LLP 0.19% Reduce -4.5% 16,892 $2.7M
Crew Capital Management, Ltd 1.92% Reduce -8.8% 16,884 $2.7M
49 Wealth Management, LLC 0.28% Reduce -9.4% 16,873 $2.7M
Bingham Private Wealth, LLC 2.54% Reduce -6.0% 16,871 $2.7M
Cornerstone Capital, Inc. 0.28% Reduce -0.6% 16,861 $2.7M
Cynosure Group, LLC 0.30% Reduce -1.5% 16,847 $2.7M
International Private Wealth Advisors LLC 2.28% Reduce -5.5% 16,828 $2.7M
MN Wealth Advisors, LLC 1.54% Reduce -6.4% 16,803 $2.7M
Oliver Lagore Vanvalin Investment Group 1.04% — 24,468 $2.7M
Rice Hall James & Associates, LLC 0.14% Reduce -0.7% 16,773 $2.6M
Terra Nova Asset Management LLC 1.85% Add +14.6% 16,746 $2.6M
Evernest Financial Advisors, LLC 0.86% Reduce -74.6% 16,744 $2.6M
Fortitude Family Office, LLC 0.87% Add +66.4% 16,732 $2.6M
Accelerate Investment Advisors LLC 1.97% Reduce -0.1% 16,732 $2.6M
Global Strategic Investment Solutions, LLC 0.28% Reduce -10.2% 16,728 $2.6M
Denver PWM, LLC 0.82% Add +20.6% 16,721 $2.6M
Brown Wealth Management, LLC 0.82% Add +4.0% 16,718 $2.6M
Creative Capital Management Investments LLC 0.94% Reduce -0.8% 16,704 $2.6M
Harris Associates (Oakmark Funds) 0.00% Add +284.8% 16,700 $2.6M
Cooper Capital Advisors LLC 2.55% Reduce -0.0% 16,698 $2.6M
Lombard Odier Asset Management (USA) Corp 0.82% New 16,690 $2.6M
Hickory Point Bank & Trust 2.13% Add +0.8% 16,682 $2.6M
Optimize Financial Inc. 1.61% Reduce -0.7% 16,674 $2.6M
Atlatl Advisers LLC 1.24% Add +19.8% 16,572 $2.6M
Sandler Capital Management 0.91% New 16,557 $2.6M
Gagnon Advisors, LLC 1.76% No change 16,555 $2.6M
Poehling Capital Management, INC. 0.61% Add +11.5% 16,540 $2.6M
Atlanta Consulting Group Advisors, LLC 0.72% Reduce -3.0% 16,539 $2.6M
Paragon Capital Management LLC 1.34% Add +447.4% 16,516 $2.6M
Oak Family Advisors, LLC 0.94% Add +312.2% 16,499 $2.6M
Symmetry Partners, LLC 0.32% Add +6.1% 16,459 $2.6M
Wick Capital Partners, LLC 0.68% Reduce -69.3% 4,353 $2.6M
Running Point Capital Advisors, LLC 0.72% Reduce -5.5% 16,426 $2.6M
Omnitrust Wealth Management, Inc 3.06% — 12,958 $2.6M
Renasant Bank 1.73% Add +60.8% 16,410 $2.6M
Clearwater Capital Advisors, LLC 0.24% Add +6.9% 16,370 $2.6M
One Wealth Capital Management, LLC 1.21% Reduce -3.9% 16,356 $2.6M
Lifestyle Asset Management, Inc. 1.20% Add +10.0% 16,338 $2.6M
Horan Securities, Inc. 0.91% Add +290.1% 16,319 $2.6M
Riverstone Advisors, LLC 1.39% Add +8.9% 16,314 $2.6M
Sharp Wealth Advisory, LLC 1.66% Add +15.3% 16,312 $2.6M
Corvex Management LP 0.11% No change 16,250 $2.6M
Pension & Wealth Management Advisors, Inc. 0.86% Reduce -1.8% 16,240 $2.6M
Solidarity Wealth, LLC 0.60% Reduce -0.8% 16,208 $2.6M
Plotkin Financial Advisors, LLC 1.41% Add +47.7% 16,195 $2.6M
Sunflower Bank, N.A. 0.65% Reduce -14.8% 16,166 $2.6M
Indie Asset Partners, LLC 4.64% Add +6.4% 16,140 $2.5M
Proathlete Wealth Management LLC 0.81% Reduce -7.9% 16,102 $2.5M
Drake & Associates, LLC 0.62% Reduce -2.0% 16,101 $2.5M
ERn Financial, LLC 0.54% Reduce -62.4% 16,099 $2.5M
Puff Wealth Management, LLC 4.14% Add +12.8% 16,096 $2.5M
Intelligence Driven Advisers, LLC 0.38% Reduce -7.5% 16,092 $2.5M
Cheviot Value Management, LLC 0.29% Add +2.9% 13,897 $2.5M
Oder Investment Management, LLC 1.92% Add +53.6% 16,046 $2.5M
Investmark Advisory Group LLC 1.19% Add +14.9% 16,013 $2.5M
Dynamic Technology Lab Private Ltd 0.34% New 16,009 $2.5M
Hartree Partners, LP 0.72% New 16,000 $2.5M
Planning Directions Inc. 1.42% Reduce -43.4% 15,962 $2.5M
My Personal CFO, LLC 1.15% Reduce -4.5% 15,956 $2.5M
Weinberger Asset Management, Inc 0.97% Add +0.1% 15,931 $2.5M
Verity Asset Management, Inc. 1.20% Add +6.2% 15,910 $2.5M
NDVR, Inc. 2.35% Reduce -1.9% 15,870 $2.5M
Genesis Private Wealth, LLC 1.18% Add +2.1% 15,867 $2.5M
MIG Capital, LLC 0.26% New 15,831 $2.5M
Burton Enright Welch 0.43% Add +16.9% 15,773 $2.5M
Benedict Financial Advisors Inc. 0.56% Add +2.0% 15,771 $2.5M
Milestone Asset Management Group, LLC 1.84% Add +9.2% 15,739 $2.5M
Wharton Business Group, LLC 0.10% Add +11.0% 15,711 $2.5M
HighVista Strategies LLC 0.91% Add +7.5% 15,700 $2.5M
Severin Investments, LLC 2.32% Add +2.1% 15,680 $2.5M
MBE Wealth Management, LLC 1.08% Add +3.2% 15,680 $2.5M
Market Street Wealth Management Advisors LLC 0.40% Add +9.0% 15,677 $2.5M
Moisand Fitzgerald Tamayo, LLC 0.31% Reduce -0.8% 15,666 $2.5M
Sterling Financial Group, Inc. 0.83% Add +2.8% 15,648 $2.5M
High Note Wealth, LLC 0.57% Reduce -12.5% 15,638 $2.5M
HF Advisory Group, LLC 0.98% Reduce -2.6% 15,626 $2.5M
Cross Staff Investments Inc 1.83% Add +9.5% 15,610 $2.5M
IRON Financial LLC 1.30% Add +3.8% 15,598 $2.5M
GR Financial Group, LLC 0.60% Add +390.2% 15,594 $2.5M
Affinity Investment Advisors, LLC 1.86% Reduce -12.4% 15,581 $2.5M
Security Financial Services, INC. 0.43% Add +7.3% 15,558 $2.5M
Tobias Financial Advisors, Inc. 0.42% Add +22.2% 15,529 $2.5M
Headland Capital, LLC 0.74% Add +1.9% 15,516 $2.5M
Schwarz Dygos Wheeler Investment Advisors LLC 0.56% Reduce -4.1% 15,514 $2.5M
XY Planning Network, Inc. 0.83% Add +25.0% 15,505 $2.4M
Synergy Investment Management, LLC 1.47% Add +3.5% 15,480 $2.4M
jvl associates llc 0.88% Add +46.6% 15,447 $2.4M
First PREMIER Bank 0.59% Add +27.6% 15,431 $2.4M
Legacy Financial Group, Inc. 0.72% Reduce -16.6% 15,422 $2.4M
Pathway Financial Advisers, LLC 0.79% Add +7.3% 15,415 $2.4M
Armstrong Henry H Associates Inc. 0.23% Add +0.3% 15,370 $2.4M
Covestor Ltd 1.43% Reduce -15.1% 15,365 $2.4M
First National Corp. /Ma/ 0.49% Reduce -4.3% 15,354 $2.4M
James J. Burns & Company, LLC 0.40% Reduce -3.4% 15,345 $2.4M
Gladius Capital Management LP 3.80% Reduce -84.9% 15,337 $2.4M
Berkshire Money Management, Inc. 0.25% Add +1.7% 15,323 $2.4M
Blalock Williams, LLC 2.42% Add +8.5% 15,318 $2.4M
Dagco, Inc. 0.67% Add +20.0% 15,301 $2.4M
Pinnacle Holdings, LLC 1.01% Reduce -45.0% 15,299 $2.4M
Uptick Partners, LLC 0.69% Add +14.7% 15,292 $2.4M
Madrona Financial Services, LLC 0.58% Add +1.1% 15,272 $2.4M
Basepoint Wealth LLC 1.86% Add +1.3% 15,253 $2.4M
Verum Partners LLC 0.56% Add +9.2% 15,253 $2.4M
Brand Asset Management Group, Inc. 0.90% Add +13.9% 15,247 $2.4M
Creekside Partners 1.14% Reduce -0.6% 15,241 $2.4M
WPG Advisers, LLC 2.03% Add +9.8% 15,231 $2.4M
Nicholson Meyer Capital Management, Inc. 2.03% Add +1.6% 15,216 $2.4M
BlueStem Wealth Partners, LLC 0.30% Add +1.4% 15,211 $2.4M
Yarger Wealth Strategies, LLC 1.26% Add +38.0% 15,204 $2.4M
Capital Square, LLC 1.28% Add +10.4% 14,536 $2.4M
Plante Moran Financial Advisors, LLC 0.17% Reduce -20.0% 15,154 $2.4M
Parr McKnight Wealth Management Group, LLC 0.33% Reduce -62.8% 15,154 $2.4M
Baer Investment Advisory LLC 3.89% Reduce -9.0% 17,328 $2.4M
Financial Insights, Inc. 0.87% Reduce -9.5% 15,067 $2.4M
Bienville Capital Management, LLC 0.47% Add +8.6% 15,049 $2.4M
Yelin Lapidot Holdings Management Ltd. 0.43% Add +0.2% 15,039 $2.4M
McNamara Financial Services, Inc. 0.47% Reduce -3.4% 15,018 $2.4M
Prentice Wealth Management LLC 0.62% Reduce -2.9% 15,007 $2.4M
Banque de Luxembourg S.A. 1.36% No change 21,867 $2.4M
Advent Capital Management 2.85% New 15,000 $2.4M
Lakeside Advisors, INC. 1.53% Reduce -13.3% 15,000 $2.4M
United American Securities Inc. (d/b/a UAS Asset Management) 0.51% Reduce -50.2% 15,000 $2.4M
Camarda Financial Advisors, LLC 0.93% Add +317.1% 14,991 $2.4M
Northeast Financial Group, Inc. 0.75% Add +42.6% 14,972 $2.4M
Kohmann Bosshard Financial Services, LLC 0.26% Reduce -6.9% 14,934 $2.4M
Kendall Capital Management 0.62% Add +1.1% 14,930 $2.4M
Capstone Wealth Management Group, LLC 2.26% Add +264.0% 14,924 $2.4M
Optivise Advisory Services LLC 1.20% Reduce -1.6% 14,914 $2.4M
Chung Wu Investment Group, LLC 2.45% Add +4.1% 14,866 $2.3M
Tudor Financial Inc. 1.33% Add +0.4% 14,863 $2.3M
Forefront Analytics, LLC 2.62% Reduce -0.9% 14,852 $2.3M
W Advisors, LLC 1.34% Add +1.0% 14,812 $2.3M
Guardian Partners Inc. 0.21% Add +4.0% 14,366 $2.3M
Apeiron RIA LLC 0.60% Reduce -2.7% 14,774 $2.3M
Fairfield, Bush & Co. 1.32% Reduce -2.1% 14,758 $2.3M
Koa Wealth Management, LLC 1.85% Reduce -0.1% 14,748 $2.3M
Hoge Financial Services, LLC 1.45% Reduce -39.5% 14,738 $2.3M
Brave Asset Management Inc. 0.63% Reduce -9.9% 14,684 $2.3M
Broadway Wealth Solutions, Inc. 1.44% Add +9.8% 14,631 $2.3M
Veltria Advisors Corp. 1.54% Add +11.0% 14,623 $2.3M
Ifrah Financial Services, Inc. 0.63% Reduce -10.0% 14,622 $2.3M
Palisade Asset Management, LLC 0.23% Reduce -3.0% 14,602 $2.3M
Pitti Group Wealth Management, LLC 1.99% Reduce -7.5% 14,601 $2.3M
Sierra Ocean, LLC 1.66% Reduce -4.7% 14,583 $2.3M
Fairfield Financial Advisors, LTD 0.81% Add +17.7% 14,549 $2.3M
Oxinas Partners, LLC 1.18% Add +11.2% 14,547 $2.3M
Catalyst Capital Advisors LLC 0.05% Reduce -48.0% 14,537 $2.3M
Presidio Capital Management, LLC 0.88% Reduce -1.4% 14,537 $2.3M
C M Bidwell & Associates Ltd. 1.19% Reduce -5.4% 14,502 $2.3M
Byrne Financial Freedom, LLC 1.14% Add +11.0% 14,479 $2.3M
SilverOak Wealth Management LLC 0.43% Add +54.4% 14,476 $2.3M
Cedar Wealth Management, LLC 0.77% Add +2.8% 14,472 $2.3M
Thornburg Investment Management Inc. 0.03% Reduce -92.2% 14,427 $2.3M
Capital Advantage, Inc. 0.36% Reduce -14.6% 14,417 $2.3M
Minot DeBlois Advisors LLC 2.15% Add +7.1% 14,393 $2.3M
Strategic Wealth Investment Group, LLC 3.29% Add +2.6% 14,385 $2.3M
Princeton Global Asset Management LLC 0.41% Reduce -35.7% 14,360 $2.3M
Affiance Financial, LLC 0.46% Add +5.2% 14,357 $2.3M
Bank Hapoalim BM 0.32% Reduce -2.3% 14,348 $2.3M
Hamilton Capital, LLC 0.12% Reduce -2.0% 14,344 $2.3M
Prospect Financial Group LLC 2.37% Reduce -4.9% 14,339 $2.3M
Royal Harbor Partners, LLC 0.83% Reduce -39.7% 14,319 $2.3M
Wendell David Associates Inc. 0.23% Reduce -4.5% 14,317 $2.3M
Hutchens & Kramer Investment Management Group, LLC 1.04% Add +0.7% 14,735 $2.3M
Avalon Capital Management 0.61% Add +7.4% 14,275 $2.3M
Emerald Advisors, LLC 0.29% Add +11.7% 14,262 $2.3M
Greenline Partners, LLC 0.30% Add +456.3% 14,224 $2.2M
Summit Wealth Partners, LLC 0.43% Reduce -6.4% 14,218 $2.2M
New Capital Management LP 0.63% New 14,214 $2.2M
Peoples Bank 1.39% Add +55.9% 14,205 $2.2M
Bell Investment Advisors, Inc 0.39% Add +10.8% 14,201 $2.2M
Elevation Wealth Partners, LLC 0.89% Add +1.0% 14,191 $2.2M
Andina Capital Management, LLC 1.57% Add +7.4% 14,191 $2.2M
Keystone Global Partners, LLC 1.22% Add +0.2% 14,166 $2.2M
Gould Capital, LLC 1.50% Reduce -3.0% 14,165 $2.2M
Investment Advisory Group, LLC 0.68% Add +6.3% 14,154 $2.2M
Smith Shellnut Wilson LLC 0.97% No change 14,124 $2.2M
Solstein Capital, LLC 1.14% Add +26.5% 14,090 $2.2M
Noesis Capital Mangement Corp. 0.39% Add +6.9% 14,038 $2.2M
PARK CIRCLE Co 1.90% No change 14,000 $2.2M
Impact Investors, Inc 1.56% Add +11.0% 13,999 $2.2M
Goepper Burkhardt LLC 0.81% Add +4.4% 13,984 $2.2M
Prostatis Group LLC 0.63% Add +35.2% 13,981 $2.2M
21 West Wealth Management LLC 2.23% — 13,961 $2.2M
Wbi Investments, LLC 0.57% Reduce -35.4% 13,941 $2.2M
Paladin Advisory Group, LLC 1.68% Reduce -10.8% 13,940 $2.2M
Axq Capital, LP 0.71% Add +25.1% 13,931 $2.2M
Oak Hill Wealth Advisors, LLC 0.45% Add +7.0% 13,713 $2.2M
Groesbeck Investment Management Corp. 3.85% No change 13,890 $2.2M
Encompass Wealth Advisors, LLC 0.80% Add +10.9% 13,843 $2.2M
McAlister, Sweet & Associates, Inc. 1.94% Reduce -70.7% 13,832 $2.2M
DBK Financial Counsel, LLC 1.98% Reduce -0.7% 13,831 $2.2M
Founders Grove Wealth Partners, LLC 0.55% Add +61.0% 13,827 $2.2M
Aspire Capital Advisors LLC 0.60% Add +11.3% 13,816 $2.2M
Flaharty Asset Management, LLC 0.30% Add +2.5% 13,804 $2.2M
MRP Capital Investments, LLC 1.50% Add +9.3% 13,765 $2.2M
Truepoint, Inc. 0.05% Reduce -6.5% 13,750 $2.2M
Kelleher Financial Advisors 0.75% Add +8.6% 13,730 $2.2M
Melfa Wealth Management, Inc. 1.37% Reduce -0.1% 13,722 $2.2M
Knightsbridge Asset Management, LLC 0.48% Add +21.1% 13,708 $2.2M
Park Edge Advisors, LLC 0.56% Reduce -9.4% 13,703 $2.2M
Oxbow Advisors, LLC 0.24% Add +6.2% 13,688 $2.2M
Monte Financial Group, LLC 0.84% Add +1.8% 13,670 $2.2M
Phocas Financial Corp. 0.31% No change 13,650 $2.2M
Oasis Management Co Ltd. 0.52% New 13,645 $2.2M
VeraBank, N.A. 0.43% Add +96.7% 13,639 $2.2M
Foster & Motley Inc. 0.12% Reduce -2.4% 13,626 $2.2M
Spark Investment Management LLC 5.89% Reduce -12.8% 13,600 $2.1M
Carlson Capital, L.P. 1.22% New 13,600 $2.1M
WealthTrust Asset Management, LLC 1.61% Add +1.4% 13,595 $2.1M
RFG - Bristol Wealth Advisors, LLC 0.66% Reduce -7.8% 13,542 $2.1M
Smallwood Wealth Investment Management, LLC 1.22% Reduce -0.6% 13,512 $2.1M
Arq Wealth Advisors, LLC 0.73% No change 19,693 $2.1M
Hoertkorn Richard Charles 0.90% Add +22.6% 13,491 $2.1M
Total Wealth Planning & Management, Inc. 1.84% Reduce -0.4% 13,466 $2.1M
Teza Capital Management LLC 1.59% Add +235.8% 13,466 $2.1M
Councilor Wealth, LLC 0.99% Reduce -2.9% 13,464 $2.1M
Blue Barn Wealth, LLC 1.00% Add +48.6% 13,455 $2.1M
Christensen, King & Associates Investment Services, Inc. 0.97% Reduce -3.1% 13,451 $2.1M
Roberts Wealth Advisors, LLC 0.61% Add +1.0% 13,451 $2.1M
Sciencast Management LP 0.44% New 13,431 $2.1M
NBZ Investment Advisors LLC 1.21% Reduce -12.0% 13,430 $2.1M
Massachusetts Institute of Technology 0.21% New 13,372 $2.1M
Elite Life Management LLC 5.43% Reduce -7.9% 13,355 $2.1M
Windsor Advisory Group, LLC 2.99% Add +0.9% 13,344 $2.1M
Baring Financial LLC 1.57% Add +1.6% 13,319 $2.1M
Burke & Herbert Bank & Trust Co. 0.47% Add +28.7% 13,312 $2.1M
Profit Investment Management, LLC 1.90% Reduce -3.0% 13,309 $2.1M
WFA of San Diego, LLC 1.55% — 13,290 $2.1M
SK Wealth Management, LLC 0.91% Reduce -2.3% 12,867 $2.1M
Sageworth Trust Co 0.12% Add +13.3% 13,252 $2.1M
Evergreen Wealth Management, LLC 1.17% Add +31.5% 13,242 $2.1M
Dash Acquisitions Inc. 0.44% Reduce -0.2% 12,247 $2.1M
Gibson Capital, LLC 0.41% Reduce -18.0% 13,237 $2.1M
Godsey & Gibb, Inc. 0.20% Reduce -4.0% 13,228 $2.1M
Financial Harvest, LLC 1.56% New 10,534 $2.1M
Kwmg, LLC 0.20% Reduce -0.1% 13,195 $2.1M
Widmann Financial Services, Inc. 1.45% Add +316.8% 13,192 $2.1M
Beacon Financial Planning, Inc. 1.16% Add +0.9% 13,190 $2.1M
Gen-Wealth Partners Inc 0.80% Add +15.4% 13,188 $2.1M
Orca Wealth Management, LLC 1.75% Add +1.1% 13,184 $2.1M
Peak Retirement Planning, Inc. 0.84% Add +22.9% 13,173 $2.1M
Cahill Financial Advisors Inc. 0.26% Reduce -1.7% 13,169 $2.1M
5T Wealth, LLC 1.06% Reduce -7.5% 13,148 $2.1M
Virtus Advisers, LLC 1.30% Add +4.7% 13,142 $2.1M
Retirement Capital Strategies 0.82% Reduce -2.1% 13,139 $2.1M
Detalus Advisors, LLC 0.60% Add +0.9% 13,122 $2.1M
Sachetta, LLC 0.82% Add +8.2% 13,097 $2.1M
Family Legacy, Inc. 0.67% Add +8.3% 13,090 $2.1M
HighMark Wealth Management LLC 1.01% Reduce -0.9% 13,086 $2.1M
Intellus Advisors LLC 0.31% Reduce -73.5% 13,079 $2.1M
Morangie Management LLC 1.79% Add +54.0% 13,034 $2.1M
Atlas Wealth LLC 1.02% No change 13,428 $2.1M
Transatlantique Private Wealth LLC 0.76% Add +12.7% 13,028 $2.1M
Womack Financial LLC 1.71% Reduce -0.3% 13,005 $2.1M
Golden Road Advisors LLC 1.36% Add +6.0% 12,938 $2.0M
Fosun International Ltd 0.58% Add +200.3% 12,935 $2.0M
Castle Wealth Management LLC 0.74% Reduce -3.7% 12,914 $2.0M
MPWM Advisory Solutions, LLC 1.29% Reduce -6.5% 12,910 $2.0M
Scott Capital Advisors, LLC 0.55% Reduce -5.8% 12,516 $2.0M
Seros Financial, LLC 1.29% Reduce -0.2% 12,891 $2.0M
ProVise Management Group, LLC 0.16% Add +14.7% 12,871 $2.0M
Canandaigua National Trust Co of Florida 1.45% Add +5.5% 12,866 $2.0M
Bannerman Wealth Management Group, LLC 1.56% Add +15.8% 12,834 $2.0M
Silver Lake Advisory, LLC 0.86% Reduce -1.4% 12,802 $2.0M
Fca Corp. 0.61% Add +1.4% 12,792 $2.0M
Hunter Associates Investment Management LLC 0.30% Add +4.0% 12,782 $2.0M
PICTET BANK & TRUST Ltd 2.36% No change 12,760 $2.0M
Biltmore Wealth Management, LLC 0.82% Reduce -2.1% 12,759 $2.0M
LBMC Investment Advisors, LLC 0.14% Reduce -1.8% 12,737 $2.0M
Morling Financial Advisors, LLC 0.66% Reduce -38.7% 12,717 $2.0M
CMG Global Holdings, LLC 1.05% Reduce -0.9% 11,337 $2.0M
Fearless Solutions, LLC dba Best Invest 1.40% Reduce -16.5% 12,676 $2.0M
O'Dell Group, LLC 0.50% New 12,675 $2.0M
First Financial Bank - Trust Division 0.18% Add +13.1% 12,671 $2.0M
Panoramic Investment Advisors, LLC 1.23% Add +10.3% 12,642 $2.0M
MSH Capital Advisors LLC 0.57% Reduce -9.1% 12,621 $2.0M
Constant Guidance Financial LLC 2.00% Add +413.7% 12,611 $2.0M
Hoffman, Alan N Investment Management 0.98% Add +13.0% 12,608 $2.0M
Instrumental Wealth, LLC 1.58% Reduce -1.0% 11,665 $2.0M
Dimension Capital Management LLC 0.31% Add +0.3% 12,557 $2.0M
Coordinated Financial Services, Inc. 1.39% — 12,557 $2.0M
Viewpoint Investment Partners Corp. 1.08% Add +126.5% 12,550 $2.0M
Carmel Capital Partners, LLC 0.69% Add +17.8% 12,527 $2.0M
Family Legacy Financial Solutions, LLC 1.68% — 12,517 $2.0M
Integrity Investment Advisors, LLC 1.52% Add +24.0% 12,514 $2.0M
Bluespring Wealth Management, LLC 0.19% Add +10.3% 12,504 $2.0M
Corient IA LP 1.16% Add +7.3% 12,500 $2.0M
Rational Advisors, Inc. 0.20% Add +41.6% 12,496 $2.0M
SFG Wealth Management, LLC. 1.19% Reduce -5.9% 12,492 $2.0M
Thoma Capital Management LLC 1.26% Add +0.2% 12,489 $2.0M
Virtus Investment Advisers, LLC 0.67% Add +13.3% 12,483 $2.0M
Nautilus Advisors LLC 1.44% Add +1.3% 12,438 $2.0M
Disciplined Investments, LLC 0.83% Add +1.1% 12,436 $2.0M
Gibson Wealth Advisors LLC 1.46% No change 12,417 $2.0M
Brian Low Financial Group, LLC 1.84% — 12,411 $2.0M
WPWealth LLP 0.35% Add +1.2% 12,406 $2.0M
Tufton Capital Management 0.37% Add +0.2% 12,365 $2.0M
Chiron Capital Management, LLC 1.70% Reduce -3.9% 12,355 $2.0M
Tiller Private Wealth, Inc. 0.74% Reduce -16.6% 12,325 $1.9M
Horizon Family Wealth, Inc. 1.19% Add +0.2% 12,322 $1.9M
American Capital Advisory, LLC 0.97% Reduce -2.9% 12,293 $1.9M
GGM Financial LLC 1.13% Reduce -1.8% 12,283 $1.9M
Mandatum Life Insurance Co Ltd 0.51% Add +32.5% 12,276 $1.9M
Portland Investment Counsel Inc. 0.57% Add +76.6% 12,271 $1.9M
JW Asset Management, LLC 0.95% Reduce -39.5% 12,250 $1.9M
Betterment LLC 0.00% Add +52.7% 12,229 $1.9M
Exchange Bank 1.52% Reduce -2.1% 12,164 $1.9M
Silverlake Wealth Management LLC 0.56% Add +22.3% 12,149 $1.9M
Stevens Capital Partners 0.69% Add +301.8% 10,696 $1.9M
Integrity Financial Corp 0.97% Reduce -4.1% 12,099 $1.9M
Williamson Legacy Group, LLC 1.61% Add +1.8% 12,097 $1.9M
Leslie Global Wealth, LLC 1.02% Add +57.5% 12,092 $1.9M
Lantern Wealth Advisors, LLC 1.14% — 12,092 $1.9M
Emergent Wealth Advisors, LLC 1.22% Reduce -11.8% 12,090 $1.9M
Augustine Asset Management Inc. 0.51% Add +0.0% 12,081 $1.9M
Foguth Wealth Management, LLC. 0.41% Add +27.0% 12,050 $1.9M
TLWM 0.36% Add +1.8% 12,009 $1.9M
BIP Alliance, LLC 0.73% Add +9.1% 12,002 $1.9M
Cape Investment Advisory, Inc. 0.69% Reduce -4.7% 12,002 $1.9M
Capital Wealth Management, LLC 0.71% Reduce -22.1% 12,000 $1.9M
Allegheny Financial Group 0.42% Add +6.1% 11,990 $1.9M
Deroy & Devereaux Private Investment Counsel Inc. 0.10% Add +2.5% 11,990 $1.9M
17 Capital Partners, LLC 1.09% Reduce -7.1% 11,971 $1.9M
Cora Capital Advisors LLC 0.84% Reduce -0.9% 11,963 $1.9M
Thrive Capital Management, LLC 0.59% Reduce -18.3% 11,945 $1.9M
Parkside Advisors LLC 0.41% Reduce -0.1% 11,914 $1.9M
Topsail Wealth Management, LLC 0.34% Reduce -1.9% 11,910 $1.9M
Cordgrass Capital Advisors, LLC 0.51% Add +17.2% 11,904 $1.9M
Wells Trecaso Financial Group, LLC 0.58% Add +10.7% 11,889 $1.9M
JDH Wealth Management, LLC 1.43% Reduce -14.8% 11,833 $1.9M
MPS Loria Financial Planners, LLC 0.55% Reduce -15.9% 11,801 $1.9M
Berry Wealth Group, LP 1.30% Add +3.3% 11,800 $1.9M
Alexis Investment Partners, LLC 0.80% Add +6.5% 11,806 $1.9M
Tidemark, LLC 0.60% Add +14.2% 11,787 $1.9M
MBA Advisors LLC 0.86% Add +1.5% 11,783 $1.9M
American Institute for Advanced Investment Management, LLP 1.32% Add +6.2% 11,779 $1.9M
Cascade Investment Group, Inc. 1.30% Add +158.0% 11,761 $1.9M
Matthew Goff Investment Advisor, LLC 0.34% Reduce -0.9% 11,754 $1.9M
Caitlin John, LLC 1.69% Reduce -12.7% 11,734 $1.9M
Sculati Wealth Management, LLC 0.70% Add +11.2% 11,733 $1.9M
White Wing Wealth Management 1.25% Reduce -8.4% 11,719 $1.9M
Unified Investment Management 1.98% Add +0.7% 11,718 $1.9M
Afg Fiduciary Services Limited Partnership 1.19% Reduce -32.9% 12,073 $1.9M
Lynx Investment Advisory 1.21% Add +1.2% 11,708 $1.8M
Dumont & Blake Investment Advisors LLC 0.48% Add +3.9% 11,687 $1.8M
Juncture Wealth Strategies, LLC 0.66% Reduce -4.6% 11,687 $1.8M
West Paces Advisors Inc. 0.39% Reduce -2.9% 11,646 $1.8M
PUREfi Wealth, LLC 1.47% Add +26.4% 11,641 $1.8M
Summit Financial Strategies, Inc. 0.17% Add +0.6% 11,637 $1.8M
Selective Wealth Management, Inc. 0.67% Add +35.0% 11,288 $1.8M
Firethorn Wealth Partners, LLC 0.80% Add +3.9% 11,634 $1.8M
Crews Bank & Trust 0.29% Add +3.5% 11,614 $1.8M
Autumn Glory Partners, LLC 0.86% Reduce -0.9% 11,599 $1.8M
Mendel Capital Management LLC 1.04% Reduce -2.5% 11,575 $1.8M
Mainsail Financial Group, LLC 0.85% Reduce -0.8% 10,710 $1.8M
WealthTrust Axiom LLC 0.54% Add +1.1% 11,562 $1.8M
Unconventional Investor, LLC 1.01% Add +0.5% 11,534 $1.8M
CCG Wealth Management, LLC 0.96% Add +13.5% 11,524 $1.8M
Somerset Group LLC 1.54% Add +28.2% 11,516 $1.8M
Lockerman Financial Group, Inc. 2.45% Add +1.4% 11,508 $1.8M
Pacific Sun Financial Corp 0.95% Add +5.6% 11,506 $1.8M
Philip James Wealth Mangement, LLC 0.24% Reduce -16.8% 11,488 $1.8M
Pettee Investors, Inc. 1.09% Reduce -3.0% 11,486 $1.8M
Aries Wealth Management 0.47% Reduce -17.9% 11,485 $1.8M
Kerusso Capital Management LLC 1.12% Add +0.1% 11,481 $1.8M
HRC Wealth Management, LLC 0.97% Add +0.0% 11,481 $1.8M
Northstar Asset Management Inc. 0.50% Reduce -7.4% 11,470 $1.8M
Kaufman Rossin Wealth, LLC 1.14% Add +3.3% 11,444 $1.8M
Birchbrook, Inc. 0.97% Add +34.4% 11,434 $1.8M
Nova R Wealth, Inc. 0.84% Add +0.3% 11,428 $1.8M
Eagle Wealth Strategies LLC 1.01% Add +18.1% 11,425 $1.8M
BOK Financial Private Wealth, Inc. 0.12% Reduce -8.6% 11,422 $1.8M
JNBA Financial Advisors 0.17% Reduce -19.8% 11,418 $1.8M
Burford Brothers, Inc. 0.83% Reduce -3.4% 11,407 $1.8M
Crane Advisory, LLC 0.30% Reduce -7.7% 10,926 $1.8M
Sentry LLC 0.36% Add +1.9% 11,404 $1.8M
Bolthouse Investments, LLC 1.78% No change 11,396 $1.8M
TABR Capital Management, LLC 1.54% Add +3.5% 11,386 $1.8M
St. Clair Advisors, LLC 0.47% No change 11,377 $1.8M
Heritage Wealth Management, Inc. 1.36% Reduce -2.2% 11,372 $1.8M
Live Oak Investment Partners 1.38% Add +0.2% 11,358 $1.8M
Strategic Financial Services, Inc. 0.10% Add +0.6% 11,357 $1.8M
Earnest Partners LLC 0.01% No change 11,334 $1.8M
BXM Wealth LLC 2.12% Reduce -25.6% 11,319 $1.8M
Dodds Wealth, LLC 0.48% Reduce -18.8% 11,316 $1.8M
Taylor Hoffman Capital Management LLC 0.61% Reduce -0.6% 11,300 $1.8M
Waterfront Wealth Inc. 0.40% Add +34.8% 11,287 $1.8M
Houlihan Financial Resource Group, Ltd. 0.74% Add +105.3% 11,017 $1.8M
PBMares Wealth Management LLC 0.33% Reduce -2.2% 11,240 $1.8M
Planning Alternatives Ltd. 0.25% Add +3.3% 11,238 $1.8M
Westchester Capital Management, Inc. 0.42% No change 11,235 $1.8M
MIdWestOne Financial Group, Inc. 0.23% Add +15.7% 11,214 $1.8M
Summit Wealth & Retirement Planning, Inc. 0.47% Add +1.6% 11,171 $1.8M
Raffa Wealth Management, LLC 0.35% Add +10.7% 11,170 $1.8M
Argyle Capital Partners, LLC 1.45% Reduce -22.4% 11,146 $1.8M
Manske Wealth Management 0.58% Add +2.6% 11,143 $1.8M
Barbara Oil Co. 0.69% No change 11,140 $1.8M
M1 Capital Management LLC 0.89% Reduce -11.3% 11,132 $1.8M
Capital Investment Counsel, LLC 0.27% Reduce -6.8% 11,113 $1.8M
Plan Group Financial, LLC 0.58% Add +115.8% 11,095 $1.8M
Fortress Financial Solutions, LLC 2.19% Add +16.8% 11,074 $1.7M
JDM Financial Group LLC 0.83% Add +0.2% 10,369 $1.7M
Cassia Capital Partners, LLC 1.05% Add +5.7% 11,054 $1.7M
Tradewinds Capital Management, LLC 0.44% Reduce -10.2% 11,034 $1.7M
Momentous Wealth Management, Inc. 1.13% Reduce -6.3% 11,030 $1.7M
Wealth Advisors of Iowa, LLC 0.65% Add +20.1% 11,023 $1.7M
Chris Bulman Inc 0.99% Add +8.3% 11,014 $1.7M
Fulcrum Equity Management 1.79% Add +17.4% 11,013 $1.7M
Beta Wealth Group, Inc. 0.64% Reduce -11.9% 10,994 $1.7M
Camelot Portfolios, LLC 1.04% Add +78.8% 10,993 $1.7M
Echo45 Advisors LLC 1.09% Reduce -15.3% 10,977 $1.7M
AllSquare Wealth Management LLC 0.97% Reduce -9.1% 10,959 $1.7M
Cooper/Haims Advisors, LLC 0.85% Add +1.3% 10,947 $1.7M
Astra Wealth Partners LLC 1.39% Add +9.1% 10,907 $1.7M
Allen Mooney & Barnes Investment Advisors LLC 0.28% Reduce -4.1% 10,883 $1.7M
AmeriServ Wealth Advisors 0.85% Reduce -68.1% 10,869 $1.7M
Castle Hook Partners LP 0.03% New 10,855 $1.7M
First Financial Group Corp 1.67% Reduce -14.6% 10,852 $1.7M
Northstar Group, Inc. 0.28% Add +1.5% 10,835 $1.7M
OneAscent Investment Solutions LLC 1.83% Reduce -6.1% 10,830 $1.7M
Lokken Investment Group LLC 0.66% Add +7.9% 10,829 $1.7M
Tarbox Family Office, Inc. 0.26% Add +1.7% 10,826 $1.7M
Mengis Capital Management, Inc. 0.36% Add +7.5% 10,805 $1.7M
Elevate Capital Advisors, LLC 1.36% Add +99.0% 10,797 $1.7M
Duncan Williams Asset Management, LLC 0.54% Add +14.9% 10,793 $1.7M
Mma Asset Management LLC 0.65% Add +9.9% 10,773 $1.7M
Values First Advisors, Inc. 0.93% Add +43.4% 10,754 $1.7M
Wiser Wealth Management, Inc 0.43% Add +13.2% 10,751 $1.7M
Main Street Group, LTD 0.62% Reduce -3.6% 10,745 $1.7M
McCarter Private Wealth Services LLC 0.97% Add +2.9% 10,737 $1.7M
ARK & TLK Investments, LLC 0.54% Add +2.8% 10,730 $1.7M
Valley Forge Investment Consultants Inc. Adv 0.54% Add +57.1% 10,721 $1.7M
CVFG LLC 1.34% Reduce -11.7% 10,715 $1.7M
AdviceOne Advisory Services, LLC 1.25% Add +8.6% 10,708 $1.7M
Lutz Financial Services LLC 0.13% Reduce -1.0% 10,670 $1.7M
Crumly & Associates Inc. 0.41% Reduce -5.3% 10,667 $1.7M
Bay Capital Advisors, LLC 1.28% Reduce -2.0% 10,644 $1.7M
Vaughan David Investments LLC 0.04% Add +7.5% 10,620 $1.7M
Eagle Bay Advisors LLC 1.38% Reduce -3.7% 10,601 $1.7M
Blue Bell Private Wealth Management, LLC 0.28% Add +6.4% 10,584 $1.7M
Alterna Wealth Management, Inc. 1.34% Reduce -19.2% 10,574 $1.7M
Howard Bailey Securities, LLC 0.51% Add +8.6% 10,568 $1.7M
GHP Investment Advisors, Inc. 0.07% Add +45.2% 10,564 $1.7M
Hill Investment Group Partners, LLC 0.22% Add +6.8% 10,550 $1.7M
Collective Family Office LLC 0.43% Reduce -8.1% 10,542 $1.7M
Pps&v Asset Management Consultants, Inc. 1.05% Add +2.7% 10,510 $1.7M
North Berkeley Wealth Management, LLC 1.52% Add +23.4% 10,510 $1.7M
Investment Advisory Services Inc. /TX 0.55% Add +5.6% 10,503 $1.7M
Heck Capital Advisors, LLC 0.14% Add +14.3% 10,498 $1.7M
Hobbs Group Advisors, LLC 0.57% Add +39.9% 10,498 $1.7M
Inspirion Wealth Advisors, LLC 0.22% Reduce -3.4% 10,495 $1.7M
Wealthcare Capital Partners, LLC 0.83% Add +12.7% 10,454 $1.7M
Bear Mountain Capital, Inc. 0.59% Reduce -3.6% 9,546 $1.6M
TCP Asset Management, LLC 0.33% Add +13.4% 10,412 $1.6M
Silvia McColl Wealth Management, LLC 1.19% Add +2.8% 10,384 $1.6M
Ridgewood Investments LLC 0.71% Add +11.8% 10,358 $1.6M
Wheelhouse Advisory Group LLC 0.81% Add +67.9% 10,353 $1.6M
Mountain Capital Investment Advisors Inc. 0.31% Add +3.6% 10,636 $1.6M
Precedent Wealth Partners, LLC 0.40% Add +0.6% 10,318 $1.6M
Cadent Capital Advisors, LLC 0.53% New 10,286 $1.6M
Petix & Botte Co 0.40% No change 10,280 $1.6M
Worth Asset Management, LLC 0.80% Reduce -16.7% 10,278 $1.6M
Grandfield & Dodd, LLC 0.10% Add +1.5% 10,277 $1.6M
Wiser Advisor Group LLC 2.82% Add +36.3% 10,264 $1.6M
Charter Oak Capital Management, LLC 0.14% Add +3.4% 10,255 $1.6M
Endeavor Private Wealth, Inc. 0.77% Reduce -4.3% 10,253 $1.6M
Rinkey Investments 0.49% Add +90.3% 10,230 $1.6M
Visionary Horizons, LLC 1.02% Add +9.2% 10,214 $1.6M
Edge Wealth Management LLC 0.31% Add +0.6% 10,198 $1.6M
Second Half Financial Partners, LLC 0.76% Reduce -12.4% 10,196 $1.6M
Arbor Capital Management Inc. 1.40% New 9,383 $1.6M
Eight 31 Financial, LLC 1.06% Reduce -11.7% 10,188 $1.6M
Vantage Financial Partners, LLC 0.37% Reduce -8.4% 10,184 $1.6M
Vermillion Wealth Management, Inc. 0.77% Reduce -3.5% 10,167 $1.6M
Significant Wealth Partners LLC 0.79% Add +30.6% 10,167 $1.6M
Objectivity Squared, LLC 1.10% Add +0.2% 10,167 $1.6M
Wealthstar Advisors, LLC 0.60% Reduce -11.6% 10,165 $1.6M
Keystone Financial Services, LLC 1.22% Reduce -2.7% 10,140 $1.6M
Legacy PCG, LLC 1.02% Add +8.6% 10,126 $1.6M
D. Scott Neal, Inc. 0.80% Reduce -27.6% 10,122 $1.6M
Compass Financial Group, INC 0.26% Add +12.3% 10,121 $1.6M
Dominguez Wealth Management Solutions, Inc. 1.11% Add +7.4% 10,102 $1.6M
Armor Investment Advisors, LLC 0.60% Reduce -6.3% 10,087 $1.6M
Tanager Wealth Management LLP 0.19% Reduce -1.8% 10,086 $1.6M
Cypress Capital Management LLC (WY) 1.73% Reduce -0.8% 10,066 $1.6M
Clark Financial Services Group Inc. 0.98% Reduce -1.5% 10,061 $1.6M
Saudi Central Bank 0.06% Add +4.2% 10,038 $1.6M
Better Money Decisions, LLC 0.96% Add +0.7% 10,032 $1.6M
Members Trust Co 0.05% Add +18.9% 10,032 $1.6M
Pennington Partners & Co., LLC 0.85% Reduce -28.8% 10,029 $1.6M
Objective Capital Management, LLC 1.78% Reduce -0.5% 10,029 $1.6M
Militia Capital Partners, LP 0.74% New 10,000 $1.6M
Grace & Mercy Foundation, Inc. 0.33% New 10,000 $1.6M
RS Crum Inc. 0.38% Reduce -8.0% 9,977 $1.6M
Allegiance Financial Group Advisory Services LLC 0.42% Add +37.7% 9,961 $1.6M
Poinciana Advisors Group, LLC 1.42% Add +30.7% 9,956 $1.6M
WestHill Financial Advisors, Inc. 0.33% Add +4.5% 9,951 $1.6M
William Allan Corp 0.92% Add +306.6% 9,942 $1.6M
Seelaus Asset Management LLC 1.41% Reduce -6.7% 9,941 $1.6M
OneAscent Family Office, LLC 1.48% Reduce -14.1% 9,923 $1.6M
Fiduciary Wealth Partners, LLC 1.48% Add +55.7% 9,923 $1.6M
Partnership Wealth Management, LLC 1.27% Add +3.6% 9,899 $1.6M
Summit Financial Wealth Advisors, LLC 0.28% Add +61.1% 9,885 $1.6M
First Bancorp, Inc 0.90% Reduce -14.6% 9,871 $1.6M
Measured Risk Portfolios, Inc. 1.74% Reduce -6.0% 9,870 $1.6M
Motiv8 Investments LLC 0.95% Add +11.2% 9,865 $1.6M
DCM Advisors, LLC 0.67% Reduce -49.4% 11,068 $1.6M
Avion Wealth 0.36% Add +39.4% 9,863 $1.6M
Wulff, Hansen & Co. 1.33% Reduce -3.2% 9,845 $1.6M
Hidden Lake Asset Management LP 0.76% New 9,830 $1.6M
Pointe Capital Management LLC 0.81% Add +3.4% 9,830 $1.6M
Arcataur Capital Management LLC 0.48% Add +0.2% 9,822 $1.6M
Lighthouse Wealth Management Inc. 1.34% Reduce -10.9% 9,819 $1.6M
Keynote Financial Services LLC 1.05% Add +9.3% 9,818 $1.6M
Baker Chad R 0.29% No change 9,795 $1.5M
Coign Capital Advisors LLC 1.05% Reduce -12.1% 9,775 $1.5M
Tru Independence Asset Management 2, LLC 1.06% Add +4.8% 9,763 $1.5M
DDFG, Inc 0.39% Add +17.4% 9,761 $1.5M
Brass Tax Wealth Management, Inc. 0.30% Reduce -13.3% 9,754 $1.5M
Kennicott Capital Management LLC 0.88% No change 9,730 $1.5M
TD Capital Management LLC 0.14% Add +9.8% 9,713 $1.5M
Peak Asset Management, LLC 0.28% Reduce -2.3% 9,699 $1.5M
Hobbs Wealth Management, LLC 1.46% Add +28.2% 9,690 $1.5M
Briaud Financial Planning Inc 0.60% Add +16.4% 9,685 $1.5M
Heritage Investment Group, Inc. 0.26% Reduce -9.7% 9,672 $1.5M
Sather Financial Group Inc 0.09% Add +2.0% 9,658 $1.5M
General Partner, Inc. 0.89% No change 9,650 $1.5M
Pine Haven Investment Counsel, Inc 1.20% No change 9,643 $1.5M
Arcus Capital Partners, LLC 0.66% Add +31.8% 9,626 $1.5M
Garrett Wealth Advisory Group, LLC 0.32% Add +37.4% 9,619 $1.5M
Lionshead Wealth Management, LLC 1.40% Add +5.1% 9,606 $1.5M
Riverwater Partners LLC 0.71% Add +17.3% 9,597 $1.5M
O'ROURKE & COMPANY, Inc 0.71% Add +3.1% 9,586 $1.5M
Wealthspan Partners, LLC 0.63% Add +3.3% 9,570 $1.5M
Weik Capital Management 0.60% Add +74.0% 9,568 $1.5M
Blue Capital, Inc. 1.07% — 9,559 $1.5M
Core Wealth Advisors, Inc. 0.43% Add +8.5% 9,558 $1.5M
Landaas & Co. /Wi 0.36% Add +31.4% 9,560 $1.5M
Hartmann Taylor Wealth Management, LLC 1.26% Reduce -5.8% 9,547 $1.5M
Alpha Zero LLC 0.98% Add +9.7% 9,542 $1.5M
Magnolia Capital Management Ltd. 1.20% No change 9,530 $1.5M
RHS Financial, LLC 0.86% Reduce -7.6% 9,530 $1.5M
Marathon Mission, Inc. 0.96% Reduce -12.1% 9,519 $1.5M
Marino, Stram & Associates LLC 0.30% Add +1.4% 9,517 $1.5M
Birch Financial Group, LLC 1.20% Reduce -11.7% 9,501 $1.5M
Yoder Wealth Management, Inc. 0.78% Add +18.7% 9,484 $1.5M
Catalyst Private Wealth, LLC 0.67% Reduce -11.3% 9,481 $1.5M
Qsemble Capital Management, LP 0.14% New 9,467 $1.5M
Fogel Capital Management, Inc. 0.80% Add +0.6% 9,449 $1.5M
Ballew Advisors, Inc 0.89% Add +13.5% 9,367 $1.5M
Flavin Financial Services, Inc. 1.45% Reduce -19.7% 9,442 $1.5M
Requisite Capital Management, LLC 0.32% Add +32.3% 9,431 $1.5M
Intergy Private Wealth, LLC 0.51% Add +13.2% 9,389 $1.5M
Denver Wealth Management, Inc. 0.61% Reduce -34.0% 9,372 $1.5M
Atwater Malick LLC 0.47% Add +0.9% 9,372 $1.5M
Archvest Wealth Advisors, Inc. 1.29% Add +6.4% 9,364 $1.5M
DLK Investment Management, LLC 0.56% Add +23.1% 9,360 $1.5M
Wagner Wealth Management, LLC 0.34% Add +9.8% 9,322 $1.5M
Uptown Financial Advisors LLC 1.37% Add +37.8% 9,319 $1.5M
Kondo Wealth Advisors, Inc. 0.65% Reduce -1.2% 9,604 $1.5M
Next Level Wealth Planning, LLC 0.94% Add +9.2% 9,313 $1.5M
Rodgers & Associates, LTD 0.16% Reduce -3.2% 9,303 $1.5M
ACT Advisors, LLC. 0.68% Reduce -4.8% 9,252 $1.5M
Entrewealth, LLC 1.01% Add +18.2% 9,232 $1.5M
Retirement Income Solutions, Inc. 0.27% Add +1.9% 9,224 $1.5M
BG Investment Services, LLC 1.82% Add +8.6% 9,211 $1.5M
Tolleson Wealth Management, Inc. 0.25% Reduce -18.5% 9,210 $1.5M
Guardian Financial Partners, LLC 0.65% Reduce -17.8% 9,202 $1.5M
SC&H Financial Advisors, Inc. 0.25% Add +51.1% 9,193 $1.5M
MTM Investment Management, LLC 0.49% No change 9,180 $1.5M
WBH Advisory Inc. 0.12% Reduce -0.0% 9,169 $1.4M
Stance Capital LLC 0.54% Reduce -69.6% 9,161 $1.4M
Retirement Investment Advisors, Inc. 0.13% No change 9,159 $1.4M
Select Asset Management & Trust 0.50% Reduce -16.0% 9,157 $1.4M
Kooman & Associates 0.49% Add +0.9% 9,157 $1.4M
BankPlus Wealth Management LLC 0.96% Reduce -31.0% 9,155 $1.4M
Bryant Woods Investment Advisors, LLC 0.62% Add +5.7% 9,150 $1.4M
Ellis Investment Partners, LLC 0.28% Add +1.7% 9,146 $1.4M
MKT Advisors LLC 0.57% Add +0.2% 9,339 $1.4M
Hall Capital Management Co. Inc. 0.60% Add +2.8% 9,060 $1.4M
BLVD Private Wealth, LLC 1.35% — 9,041 $1.4M
GatePass Capital, LLC 0.96% Reduce -10.7% 9,018 $1.4M
Ballast, Inc. 0.37% No change 9,008 $1.4M
Ameraudi Asset Management, Inc. 0.74% No change 8,980 $1.4M
DHJJ Financial Advisors, Ltd. 0.51% Add +1160.0% 8,971 $1.4M
Wealth Advisory Solutions, LLC 0.36% Add +204.3% 8,961 $1.4M
Mainsail Asset Management, LLC 0.87% Add +4.5% 8,938 $1.4M
25 LLC 0.52% Add +7.5% 8,927 $1.4M
Power Wealth Management LLC 0.54% Add +0.9% 8,924 $1.4M
Wallace Advisory Group, LLC 1.02% Add +12.4% 12,964 $1.4M
Tortoise Investment Management, LLC 0.13% Add +21.7% 8,875 $1.4M
Letson Investment Management, Inc. 0.55% No change 8,871 $1.4M
Wealth Management Nebraska 0.19% Reduce -3.5% 8,845 $1.4M
TrueWealth Advisors, LLC 0.41% Add +11.0% 8,831 $1.4M
Global Value Investment Corp. 2.02% No change 8,830 $1.4M
Caerus Investment Advisors, LLC 1.33% Add +1.8% 8,829 $1.4M
Parkworth Wealth Management, Inc. 1.00% Add +0.3% 8,804 $1.4M
WoodTrust Financial Corp 0.18% Add +3.9% 8,797 $1.4M
Kellett Wealth Advisors, LLC 0.91% Reduce -4.7% 8,787 $1.4M
Cannon Wealth Management Services, LLC 1.13% Add +6.9% 8,786 $1.4M
Fischer Investment Strategies, LLC 0.93% Reduce -0.1% 8,779 $1.4M
Bernardo Wealth Planning LLC 0.30% Reduce -8.4% 8,759 $1.4M
Blackston Financial Advisory Group, LLC 0.86% Add +9.3% 8,747 $1.4M
First Citizens Financial Corp 0.76% Add +23.6% 8,744 $1.4M
KDT Advisors, LLC 2.22% No change 8,712 $1.4M
Paulson Wealth Management Inc. 0.36% Add +14.8% 8,712 $1.4M
Midwestern Financial, LLC 1.29% — 8,699 $1.4M
Brookmont Capital Management 0.79% Add +3.1% 8,689 $1.4M
Delta Capital Management LLC 0.78% No change 8,670 $1.4M
SOL Capital Management CO 0.13% Add +182.3% 8,665 $1.4M
WealthBridge Investment Counsel Inc. 0.44% New 8,650 $1.4M
Braun-Bostich & Associates Inc. 0.93% Reduce -2.7% 8,650 $1.4M
Matisse Capital 0.65% Add +17.4% 8,649 $1.4M
Conrad Siegel Investment Advisors, Inc. 0.31% Reduce -2.0% 8,644 $1.4M
Jmac Enterprises LLC 0.29% Reduce -4.4% 8,594 $1.4M
Wescott Financial Advisory Group, LLC 0.13% Add +10.3% 8,586 $1.4M
HMV Wealth Advisors, LLC 0.89% Reduce -46.0% 8,577 $1.4M
Perissos Private Wealth Management, LLC 1.07% Reduce -0.6% 8,574 $1.4M
Roxbury Financial LLC 1.32% Reduce -5.2% 8,555 $1.4M
Cobler Capital Management, LLC 1.34% — 7,586 $1.4M
Mosaic Financial Group, LLC 1.03% Add +0.0% 8,548 $1.4M
DiNuzzo Private Wealth, Inc. 0.16% Add +1.2% 8,516 $1.3M
Stewardship Advisors, LLC 0.34% Reduce -6.7% 8,495 $1.3M
Discipline Wealth Solutions, LLC 0.51% Add +25.8% 8,448 $1.3M
Credit Industriel Et Commercial 0.29% New 8,446 $1.3M
Center for Financial Planning, Inc. 0.15% Add +4.5% 8,429 $1.3M
Hansen & Associates Financial Group, Inc. 0.72% New 8,442 $1.3M
Von Berge Wealth Management Group, LLC 0.75% No change 7,970 $1.3M
Matrix Asset Advisors Inc. 0.13% Reduce -22.7% 8,421 $1.3M
Hubbell Strickland Wealth Management, LLC 0.59% Add +1.4% 8,416 $1.3M
Values Added Financial LLC 0.64% Add +14.9% 8,401 $1.3M
Horizon Bancorp Inc. 0.67% Reduce -7.1% 8,381 $1.3M
Professional Advisory Services Inc. 0.16% Reduce -0.1% 8,370 $1.3M
Dividend Assets Capital, LLC 0.24% No change 8,358 $1.3M
Smith & Howard Wealth Management, LLC 0.33% Reduce -6.2% 8,356 $1.3M
Hilltop Wealth Advisors, LLC 0.74% Add +25.0% 8,337 $1.3M
CFC Planning Co LLC 1.27% Add +3.4% 8,324 $1.3M
Live Oak Private Wealth LLC 0.20% Reduce -8.4% 8,301 $1.3M
Harbour Investment Management LLC 0.57% Add +3.0% 8,295 $1.3M
WealthCare Investment Partners, LLC 0.47% Add +38.3% 8,217 $1.3M
Total Investment Management Inc. 0.19% Reduce -27.7% 8,285 $1.3M
Tandem Capital Management Corp. 0.66% Add +6.0% 8,280 $1.3M
Burk Holdings LLC 0.82% Add +2.0% 8,277 $1.3M
Mizuho Markets Cayman LP 0.09% Reduce -63.9% 8,270 $1.3M
Disciplined Equity Management, Inc. 0.76% Reduce -8.2% 8,244 $1.3M
Avant Capital LLC 1.01% Add +1.5% 8,240 $1.3M
KilterHowling LLC 0.77% Add +0.2% 8,218 $1.3M
Financial Freedom, LLC 0.70% Add +12.2% 8,217 $1.3M
Smith Thornton Advisors LLC 0.75% Add +1.5% 8,206 $1.3M
Affinity Capital Advisors, LLC 0.22% Reduce -5.9% 8,202 $1.3M
Vertex Planning Partners, LLC 0.27% Add +9.9% 8,191 $1.3M
Swmg, LLC 0.43% Add +71.2% 7,290 $1.3M
Strathmore Capital Advisors, Inc. 0.57% — 7,904 $1.3M
Phraction Management LLC 0.44% Add +79.4% 8,135 $1.3M
Zuckerman Investment Group, LLC 0.12% Add +4.0% 8,123 $1.3M
44 Wealth Management LLC 0.45% Add +15.0% 8,069 $1.3M
Lansing Street Advisors 0.38% Add +72.7% 8,064 $1.3M
Veery Capital, LLC 0.44% Add +6.0% 8,059 $1.3M
OneAscent Wealth Management LLC 0.47% Add +25.9% 8,053 $1.3M
Mattern Capital Management, LLC 0.15% Add +117.3% 8,028 $1.3M
Leonard Rickey Investment Advisors P.L.L.C. 0.25% Reduce -2.3% 8,025 $1.3M
Fifth Lane Capital, LP 1.54% Add +166.7% 8,000 $1.3M
Roth Financial Partners LLC 0.46% No change 8,000 $1.3M
Opus Capital Group, LLC 0.15% Reduce -3.9% 7,969 $1.3M
O'Connor Financial Group LLC 0.56% Add +8.2% 7,898 $1.3M
Gouws Capital LLC 0.77% Add +29.3% 7,950 $1.3M
Cherry Tree Wealth Management, LLC 0.29% Reduce -5.8% 7,946 $1.3M
Baxter Bros Inc. 0.15% Add +6.2% 7,922 $1.3M
Provident Investment Management, Inc. 0.11% Add +9.0% 7,907 $1.2M
Asset Allocation & Management Company, LLC 0.58% No change 7,900 $1.2M
SAM Advisors, LLC 0.43% New 7,873 $1.2M
Fonville Wealth Management LLC 0.31% Add +24.8% 7,863 $1.2M
Adapt Wealth Advisors, LLC 0.56% Reduce -0.1% 7,860 $1.2M
Allie Family Office LLC 0.61% Reduce -8.6% 7,831 $1.2M
Front Street Capital Management, Inc. 0.24% Reduce -6.6% 7,836 $1.2M
Maryland Capital Advisors Inc. 0.48% New 7,835 $1.2M
Finward Bancorp 0.98% No change 7,819 $1.2M
Somerset Trust Co 0.40% Add +5.1% 7,806 $1.2M
Global View Capital Management LLC 0.39% Reduce -0.1% 7,776 $1.2M
Crescent Sterling, Ltd. 1.37% Reduce -1.3% 7,774 $1.2M
Lynch & Associates 0.25% Add +22.7% 7,762 $1.2M
Sonata Capital Group Inc. 0.49% Add +5.3% 7,742 $1.2M
Valtrion Capital Management, LLC 1.46% Add +2.7% 7,724 $1.2M
Meriwether Wealth & Planning, LLC 0.76% Add +1.9% 7,721 $1.2M
LVZ, Inc. 0.15% Add +11.0% 7,718 $1.2M
LMG Wealth Partners, LLC 0.25% Add +9.8% 7,708 $1.2M
Sherman Asset Management, Inc. 1.08% No change 7,701 $1.2M
FF Advisors,LLC 0.63% Add +35.9% 7,686 $1.2M
Fortress Financial Group, LLC 1.03% Add +36.0% 7,684 $1.2M
Cyr Financial Inc. 0.94% Add +26.1% 7,683 $1.2M
Chaney Capital Management, Inc. 0.48% Add +4.5% 7,683 $1.2M
Kingdom Financial Group LLC. 1.06% New 7,682 $1.2M
Ridgepath Capital Management LLC 0.56% No change 7,666 $1.2M
M.E. Allison & Co., Inc. 0.97% Add +17.8% 7,660 $1.2M
Rodgers Brothers Inc. 0.15% No change 7,640 $1.2M
Opulen Financial Group LLC 0.99% Add +35.4% 7,616 $1.2M
West Bancorporation Inc. 0.76% Reduce -11.1% 7,605 $1.2M
Avid Wealth Partners LLC 0.69% Add +21.7% 7,600 $1.2M
Broyhill Asset Management, LLC 1.09% No change 7,600 $1.2M
Gallacher Capital Management LLC 0.56% Add +9.3% 7,592 $1.2M
Wetzel Investment Advisors, Inc. 0.55% Add +1.7% 7,591 $1.2M
Seven Springs Wealth Group, LLC 0.30% Reduce -3.0% 7,570 $1.2M
Awm Capital, LLC 0.13% Reduce -2.7% 7,555 $1.2M
FFT Wealth Management LLC 0.23% Add +10.4% 6,600 $1.2M
Traub Capital Management LLC 1.10% — 7,551 $1.2M
Bradyco, Inc. 0.87% No change 7,550 $1.2M
ArchPoint Investors 0.35% No change 7,540 $1.2M
FSC Wealth Advisors, LLC 0.75% Add +45.3% 7,535 $1.2M
Elequin Capital, LP 0.38% Reduce -96.2% 7,535 $1.2M
W.H. Cornerstone Investments Inc. 0.75% Add +65.1% 7,523 $1.2M
Continental Investors Services, Inc. 2.13% Add +0.3% 7,516 $1.2M
Harrington Investments, INC 0.63% Reduce -6.6% 7,515 $1.2M
Vestia Personal Wealth Advisors 0.81% Add +14.2% 7,515 $1.2M
Hanson & Doremus Investment Management 0.16% Reduce -4.9% 7,511 $1.2M
STAR Financial Bank 0.75% Reduce -0.2% 7,502 $1.2M
Rbo & Co. LLC 0.19% Reduce -1.3% 7,470 $1.2M
BlueSpruce Investments, LP 0.03% No change 7,467 $1.2M
Aerodigm Wealth, LLC 0.57% Reduce -1.4% 7,463 $1.2M
Asset Allocation Strategies LLC 0.26% Add +2.8% 7,460 $1.2M
Ewing Morris & Co. Investment Partners Ltd. 0.53% New 7,452 $1.2M
Capital Squared Financial LLC 1.37% — 7,436 $1.2M
Financial Gravity Companies, Inc. 0.23% — 7,428 $1.2M
Campbell Deegan Wealth Management, LLC 1.16% Reduce -11.0% 7,427 $1.2M
Family Capital Management, Inc. 0.61% Reduce -37.2% 7,422 $1.2M
RFP Financial Group LLC 0.48% Add +0.5% 7,417 $1.2M
Aquire Wealth Advisors, LLC 0.31% Reduce -1.7% 7,404 $1.2M
DHK Financial Advisors, Inc. 0.67% Reduce -1.7% 7,394 $1.2M
Private Capital Management, LLC 0.12% Reduce -1.2% 7,386 $1.2M
Valued Retirements, Inc. 1.31% Reduce -3.8% 7,371 $1.2M
Cypress Capital, LLC 0.34% Add +0.6% 7,363 $1.2M
Flower City Capital 0.69% Reduce -12.4% 7,360 $1.2M
Milestones Private Investment Advisors LLC 0.86% — 7,353 $1.2M
Townsend & Associates, Inc 0.12% No change 6,689 $1.2M
Scratch Capital LLC 0.94% Reduce -0.4% 7,343 $1.2M
Asset Management Group, Inc. 0.20% Add +0.3% 7,324 $1.2M
Corus Family Wealth Advisors 0.82% Add +35.7% 7,323 $1.2M
Innovator Capital Management, LLC 17.76% Reduce -0.4% 7,319 $1.2M
Alliance Wealth Advisors, LLC 0.63% Add +39.1% 7,297 $1.2M
Maseco LLP 0.04% — 7,297 $1.2M
Newport Capital Group, LLC 0.78% Add +0.5% 7,289 $1.2M
JARISLOWSKY, FRASER Ltd 0.01% No change 7,280 $1.2M
New England Research & Management, Inc. 0.54% Add +17.2% 7,253 $1.1M
Orin Green Financial, LLC 0.48% Add +24.6% 7,244 $1.1M
Copperleaf Capital, LLC 0.58% No change 7,239 $1.1M
Towercrest Capital Management 0.20% Reduce -2.0% 7,218 $1.1M
Quest 10 Wealth Builders, Inc. 1.11% Add +5.8% 7,203 $1.1M
Pinnacle Bancorp, Inc. 0.35% Add +25.1% 7,199 $1.1M
Keener Financial Planning LLC 0.57% Add +125.4% 7,190 $1.1M
Kilter Group LLC 0.60% Add +36.9% 7,183 $1.1M
Accuvest Global Advisors 0.74% Add +28.6% 7,173 $1.1M
Eclectic Associates Inc. 0.25% Reduce -62.7% 7,171 $1.1M
Birch Capital Management, LLC 0.58% No change 7,165 $1.1M
Bank & Trust Co 0.90% Add +15.7% 7,156 $1.1M
1900 Wealth Management LLC 0.09% Reduce -42.4% 7,146 $1.1M
denkapparat Operations GmbH 0.90% Add +46.6% 7,144 $1.1M
Phoenix Wealth Advisors 0.47% Reduce -0.8% 7,143 $1.1M
BBR Partners, LLC 0.07% Reduce -11.2% 7,143 $1.1M
Investors Research Corp 0.22% Add +191.8% 7,110 $1.1M
Private Wealth Management Group, LLC 0.37% Reduce -0.6% 7,100 $1.1M
JGP Global Gestao de Recursos Ltda. 0.55% New 7,084 $1.1M
Clear Investment Research, LLC 1.41% Reduce -1.8% 7,082 $1.1M
HC Advisors, LLC 0.79% Add +3.7% 7,073 $1.1M
Turim 21 Investimentos Ltda. 0.22% Add +358.9% 7,067 $1.1M
Bell & Brown Wealth Advisors, LLC 0.40% Add +3.2% 7,065 $1.1M
Johnson Bixby & Associates, LLC 0.15% No change 7,064 $1.1M
Parkshore Wealth Management, Inc. 0.55% Reduce -0.1% 7,063 $1.1M
Shakespeare Wealth Management, LLC 0.30% Add +5.4% 7,059 $1.1M
Northwest Capital Management Inc 0.60% Reduce -33.1% 7,054 $1.1M
CapWealth Advisors, LLC 0.11% Reduce -10.5% 7,019 $1.1M
Ofc Financial Planning, LLC 1.18% Add +5.1% 7,007 $1.1M
Pacific Point Advisors, LLC 0.60% Add +75.0% 7,000 $1.1M
Castleview Partners, LLC 0.71% Reduce -12.9% 6,995 $1.1M
Wealth Group Ltd 0.28% Add +6.0% 6,994 $1.1M
Post Resch Tallon Group Inc. 1.07% Reduce -7.8% 6,990 $1.1M
Cambridge Financial Group, LLC 0.41% Reduce -3.3% 6,987 $1.1M
Verus Wealth Management, LLC 1.11% Add +1.4% 6,987 $1.1M
Sanchez Wealth Management Group 0.27% Reduce -7.1% 6,980 $1.1M
Carrera Capital Advisors 0.22% Add +16.3% 6,974 $1.1M
Stephens Investment Management Group LLC 0.01% No change 6,949 $1.1M
Lincoln Capital Corp. 0.42% Add +3.1% 6,946 $1.1M
Beck Mack & Oliver LLC 0.02% Add +13.9% 6,934 $1.1M
MFA Wealth Services 0.82% Add +2.8% 6,930 $1.1M
Barnes Wealth Management Group, Inc 0.64% Add +10.3% 6,901 $1.1M
Red Spruce Capital, LLC 0.47% Reduce -3.9% 6,896 $1.1M
Alliance Wealth Management Group 0.28% Reduce -2.1% 6,888 $1.1M
Resolute Advisors LLC 0.27% Add +25.8% 6,854 $1.1M
Trust Co 0.12% Add +6.1% 6,850 $1.1M
Bellevue Asset Management, LLC 0.53% No change 6,840 $1.1M
Antonelli Financial Advisors, LLC 0.78% Reduce -8.8% 6,838 $1.1M
Financial Synergies Wealth Advisors, Inc. 0.12% Add +69.7% 6,833 $1.1M
Grantvest Financial Group LLC 0.80% Reduce -1.3% 6,830 $1.1M
Shoker Investment Counsel, Inc. 0.34% Reduce -76.8% 6,825 $1.1M
Prairie Sky Financial Group LLC 0.59% Reduce -2.0% 6,826 $1.1M
Swisher Financial Concepts, Inc. 0.69% Add +6.9% 6,813 $1.1M
Seek First Inc. 0.87% Add +0.4% 6,803 $1.1M
Evolution Wealth Management Inc. 1.32% — 6,800 $1.1M
Clarkston Capital Partners, LLC 0.02% Reduce -2.0% 6,795 $1.1M
Integrated Capital Management, LLC 0.51% Add +24.4% 6,262 $1.1M
Bryce Point Capital, LLC 0.91% New 6,785 $1.1M
Shira Ridge Wealth Management 0.49% Add +2.5% 6,784 $1.1M
Moment Partners, LLC 0.20% Add +33.4% 6,782 $1.1M
Carson Advisory Inc. 0.68% Reduce -3.5% 6,774 $1.1M
Cohen Capital Management, Inc. 0.17% Add +48.4% 6,748 $1.1M
Equita Financial Network, Inc. 0.42% Reduce -21.9% 6,745 $1.1M
Howard Wealth Management, LLC 0.54% Add +2.3% 6,726 $1.1M
Rwwm, Inc. 0.09% Add +0.4% 6,724 $1.1M
M. Kraus & Co 0.31% No change 6,715 $1.1M
Cranbrook Wealth Management, LLC 0.23% Add +3.9% 6,703 $1.1M
Partners Wealth Management, LLC 1.21% Reduce -2.0% 9,614 $1.1M
Twin Focus Capital Partners, LLC 0.15% No change 6,690 $1.1M
Reston Wealth Management LLC 0.37% Add +11.9% 6,680 $1.1M
Carnegie Lake Advisors LLC 0.42% Reduce -0.5% 6,680 $1.1M
City Center Advisors, LLC 1.13% Reduce -3.6% 6,676 $1.1M
Penobscot Wealth Management 0.38% Add +42.3% 6,673 $1.1M
Magnolia Private Wealth, LLC 0.82% Add +13.6% 6,673 $1.1M
Eubel Brady & Suttman Asset Management Inc. 0.14% Add +1.2% 6,673 $1.1M
Jackson, Grant Investment Advisers, Inc. 0.39% No change 6,670 $1.1M
Northstar Financial Companies, Inc. 1.09% Reduce -16.6% 6,664 $1.1M
Tandem Wealth Advisors LLC 0.52% Add +19.4% 6,657 $1.1M
Rather & Kittrell, Inc. 0.21% Reduce -5.8% 6,656 $1.1M
Turning Point Benefit Group, Inc. 0.80% Reduce -7.8% 6,653 $1.1M
Lowery Thomas, LLC 0.67% Add +10.3% 6,653 $1.1M
REAP Financial Group, LLC 0.25% Add +46.4% 6,645 $1.0M
Integris Wealth Management, LLC 0.27% Add +73.4% 6,637 $1.0M
Luminist Capital LLC 1.04% Add +1.4% 6,825 $1.0M
Wooster Corthell Wealth Management, Inc. 0.19% Reduce -0.1% 6,621 $1.0M
MQS Management LLC 0.58% New 6,612 $1.0M
RMG Wealth Management LLC 0.16% — 6,055 $1.0M
Well Done, LLC 0.20% Add +1.1% 6,606 $1.0M
Pettinga Financial Advisors LLC 0.23% Reduce -18.1% 6,590 $1.0M
DMC Group, LLC 0.81% Reduce -0.1% 6,580 $1.0M
TSA Wealth Managment LLC 0.38% Add +8.4% 6,578 $1.0M
Financial Sense Advisors, Inc. 0.26% Reduce -40.4% 6,572 $1.0M
Tull Financial Group, Inc. 0.47% Add +12.9% 6,555 $1.0M
Freedom Financial Partners LLC 0.44% Add +1.0% 6,553 $1.0M
Green Alpha Advisors, LLC 0.99% Reduce -6.2% 6,542 $1.0M
Intrepid Financial Planning Group LLC 0.43% Add +2.1% 6,529 $1.0M
Stone House Investment Management, LLC 0.19% Reduce -4.5% 6,520 $1.0M
Trust Co of the South 0.18% Reduce -3.9% 6,497 $1.0M
Lafayette Investments, Inc. 0.21% Add +2.4% 6,475 $1.0M
Shearwater Capital LLC 0.64% Add +19.4% 6,465 $1.0M
Defender Capital, LLC. 0.35% Add +46.6% 6,450 $1.0M
Pachira Investments Inc. 0.77% Add +1.0% 6,450 $1.0M
Brogan Financial, Inc. 0.45% Add +30.1% 6,415 $1.0M
Voisard Asset Management Group, Inc. 0.26% Add +1.4% 6,413 $1.0M
Beacon Bridge Wealth Partners, LLC 0.40% Add +3.4% 6,402 $1.0M
Durante & Waters, LLC 0.80% Reduce -3.0% 6,397 $1.0M
NINE MASTS CAPITAL Ltd 0.42% New 6,357 $1.0M
Everstar Asset Management, LLC 0.61% Reduce -11.5% 6,350 $1.0M
First Hawaiian Bank 0.14% Add +6.2% 6,321 $999K
Capital Management Associates, Inc 0.31% Reduce -51.3% 6,283 $993K
Stage Harbor Financial, LLC 0.80% Add +2.7% 6,264 $990K
Pacific Capital Wealth Advisors, Inc. 0.18% Reduce -3.8% 6,251 $989K
E Fund Management (Hong Kong) Co., Ltd. 0.95% Add +39.8% 6,258 $989K
McGowan Group Asset Management, Inc. 0.13% Reduce -12.7% 6,233 $985K
Valtinson Bruner Financial Planning LLC 0.31% Add +75.6% 6,222 $983K
C2C Wealth Management, LLC 0.89% No change 6,218 $982K
Planning Center, Inc. 0.11% Reduce -7.7% 6,216 $982K
Beirne Wealth Consulting Services, LLC 0.32% Add +4.2% 6,212 $982K
Quarry LP 0.24% Add +207.6% 6,210 $981K
GEM Asset Management, LLC 0.50% Reduce -14.5% 6,186 $979K
Sard Wealth Management Group, LLC 0.60% Add +6.0% 6,195 $979K
Elwood & Goetz Wealth Advisory Group, LLC 0.21% Add +30.9% 6,175 $976K
Cutler Investment Counsel LLC 0.11% Add +16.1% 6,169 $975K
Heartwood Wealth Advisors LLC 0.10% Reduce -0.7% 6,166 $974K
Legacy Solutions, LLC 0.93% Add +19.0% 6,162 $974K
Mid-American Wealth Advisory Group, Inc. 0.46% Add +40.6% 6,151 $972K
Davidson Kahn Capital Management, LLC 0.62% Add +32.0% 6,136 $972K
Ionic Capital Management LLC 1.49% Reduce -39.0% 6,150 $972K
Cedar Point Capital Partners, LLC 0.68% Add +0.2% 6,145 $971K
Destiny Capital Corp 0.58% Add +10.1% 6,140 $970K
Northcape Wealth Management, LLC 0.30% Add +2.1% 6,125 $968K
Fairview Capital Investment Management, LLC 0.05% Reduce -7.9% 6,118 $967K
Custos Family Office, LLC 0.31% Add +46.1% 6,117 $966K
Buck Wealth Strategies, LLC 0.15% Add +73.5% 6,109 $965K
Lanham O'Dell & Company, Inc. 0.41% Reduce -0.9% 6,102 $964K
Reik & Co., LLC 0.24% No change 6,100 $964K
Brown Capital Management LLC 0.03% Reduce -40.8% 6,095 $963K
Chapman Financial Group, LLC 0.82% — 6,094 $963K
TPG Advisors LLC 0.69% No change 6,077 $960K
Kitching Partners, LLC 0.98% No change 6,067 $959K
Lakeshore Capital Group, Inc. 0.85% Add +22.1% 6,060 $957K
Marathon Capital Management 0.25% Reduce -7.9% 6,060 $957K
WESPAC Advisors, LLC 0.67% Add +24.5% 6,056 $957K
Northern Capital Management, Inc. 0.56% Reduce -5.5% 6,055 $957K
Towne Trust Company, N.A 0.33% Add +4.3% 6,050 $956K
WorthPointe, LLC 0.40% Reduce -9.6% 6,044 $955K
Lincoln Capital LLC 0.18% Add +9.0% 6,037 $954K
PFG Private Wealth Management, LLC 0.49% Add +12.4% 6,029 $953K
Outfitters Financial LLC 0.81% Add +30.6% 6,025 $952K
EWG Elevate Inc. 0.29% Add +4.3% 6,023 $952K
Ariston Services Group 0.67% No change 6,008 $949K
Gruss & Co., LLC 4.43% Reduce -7.7% 6,000 $948K
Cornerstone Financial Group, LLC 0.81% No change 6,000 $948K
Boit C F David 0.46% No change 6,000 $948K
Cherokee Insurance Co 0.41% Add +9.1% 6,000 $948K
Causey Wealth LLC 0.49% Reduce -0.1% 5,995 $947K
Sims Investment Management, LLC 0.38% Reduce -0.5% 5,995 $947K
Farmers Trust Co. 0.18% Reduce -8.5% 5,984 $945K
Mokosak Advisory Group, LLC 0.27% Add +193.9% 5,981 $945K
Dover Advisors, LLC 0.42% Add +11.6% 5,975 $944K
Clarion Wealth Managment Partners, LLC 1.03% — 5,956 $941K
Ogorek Anthony Joseph /NY/ 0.29% Add +0.8% 5,947 $939K
Midwest Capital Advisors, LLC 0.49% Add +0.0% 5,941 $939K
WealthCollab, LLC 0.53% Reduce -1.3% 5,938 $938K
Hughes Financial Services, LLC 0.16% Add +60.0% 5,228 $938K
Copley Financial Group, Inc. 0.69% Reduce -5.6% 5,932 $937K
Peloton Wealth Strategists 0.38% No change 5,927 $936K
Montgomery Investment Management Inc. 0.36% Add +15.6% 5,920 $935K
O'Brien Greene & Co. Inc 0.31% Reduce -0.2% 5,918 $935K
SRH Advisors, LLC 0.28% No change 5,915 $935K
KWB Wealth 0.11% Add +0.9% 8,587 $931K
Tandem Investment Partners LLC 0.81% Reduce -2.8% 5,882 $929K
Avalon Advisory Group 0.40% No change 5,881 $929K
Ciovacco Capital Management LLC 0.51% New 5,877 $929K
Waterford Advisors, LLC 0.34% Add +133.2% 14,018 $928K
AF Advisors, Inc. 0.32% Add +10.3% 5,858 $926K
Alpha Financial Partners LLC 0.67% Add +14.3% 5,857 $925K
Wilkins Investment Counsel Inc. 0.13% Reduce -3.4% 5,845 $923K
PCG Asset Management, LLC 0.79% Add +2.8% 5,835 $922K
Stonehaven Wealth & Tax Solutions, LLC 0.90% Reduce -2.9% 5,834 $922K
Arrowroot Family Office, LLC 0.41% — 5,820 $920K
PVG Asset Management Corp. 3.13% Add +15.8% 5,817 $919K
Per Stirling Capital Management, LLC. 0.12% Add +1.9% 5,817 $919K
Alaska Wealth Advisors, LLC 0.13% New 5,809 $918K
Transce3nd, LLC 0.39% Add +14.1% 5,769 $917K
Arkos Global Advisors 0.13% Add +11.4% 5,800 $916K
Summit Investment Advisors, Inc. 0.75% Add +2.0% 5,270 $916K
Mascoma Wealth Management LLC 0.21% Reduce -5.0% 5,765 $911K
Pinnacle Financial Group, LLC / IL 0.30% Add +25.4% 5,763 $910K
Gainplan LLC 0.41% Reduce -15.6% 5,754 $909K
BKM Wealth Management, LLC 0.35% Add +1.1% 5,745 $908K
ShoreHaven Wealth Partners, LLC 0.37% Add +3.8% 5,704 $901K
Martin Worley Group 0.44% Add +183.4% 5,702 $901K
Anfield Capital Management, LLC 0.30% Add +2.6% 5,701 $901K
Thomas Story & Son LLC 0.35% Add +0.9% 5,700 $901K
GoalFusion Wealth Management, LLC 0.46% Add +0.7% 5,695 $900K
Serenus Wealth Advisors, LLC 0.15% Reduce -2.0% 5,694 $900K
James Reed Financial Services, Inc. 0.81% Add +32.0% 5,684 $898K
Schrum Private Wealth Management LLC 0.72% Reduce -0.5% 5,672 $896K
Centricity Wealth Management, LLC 0.72% Reduce -11.8% 5,670 $896K
Balance Wealth Partners LLC 0.52% Add +32.5% 5,668 $896K
One Degree Advisors Inc 0.32% Add +161.6% 5,669 $895K
VanderPol Investments L.L.C. 1.88% Add +14.6% 5,653 $893K
Lakeshore Financial Planning, Inc. 0.36% Add +52.0% 5,650 $893K
Base Wealth Management LLC 0.57% Reduce -16.4% 5,643 $892K
Aspect Partners, LLC 0.44% Reduce -2.9% 5,643 $892K
MorganRosel Wealth Management, LLC 0.24% Reduce -0.1% 5,640 $891K
Wood Tarver Financial Group, LLC 0.27% Add +20.5% 5,642 $891K
Retirement Planning Group, LLC / NY 0.78% Add +24.8% 5,630 $890K
Innova Wealth Partners 0.52% Add +19.9% 5,630 $890K
Financially Speaking Inc 0.58% Add +657.8% 5,623 $888K
Allied Investment Advisors, LLC 0.15% Add +10.2% 5,609 $886K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.32% Reduce -4.5% 4,941 $886K
Dixon Fnancial Services, Inc. 0.45% No change 5,606 $886K
Comprehensive Financial Consultants Institutional, Inc. 0.29% Add +15.4% 5,583 $882K
Elgethun Capital Management 0.18% Reduce -5.6% 5,573 $881K
Retireful, LLC 0.61% Add +159.4% 5,571 $880K
Thompson Davis & Co., Inc. 0.60% Add +8.3% 5,569 $880K
Investment Management Corp. /Va/ 0.80% Add +4.3% 5,554 $877K
Wellment Financial 1.12% Reduce -2.7% 5,529 $874K
Brickley Wealth Management 0.17% Add +10.2% 5,502 $869K
American Alpha Advisors, LLC 0.70% No change 5,500 $869K
Crowley Wealth Management, Inc. 0.79% Add +2.0% 5,497 $868K
Cloud Capital Management, LLC 0.54% Add +104.7% 4,822 $868K
Islay Capital Management, LLC 0.56% Reduce -0.4% 5,480 $866K
Grove Street Fiduciary, LLC 0.42% No change 5,469 $864K
James Hambro & Partners LLP 0.03% Reduce -3.0% 5,470 $864K
Weil Company, Inc. 0.23% Reduce -9.1% 5,460 $863K
NavPoint Financial, Inc. 0.52% Add +0.0% 5,455 $862K
Daner Wealth Management, LLC 0.59% — 4,703 $861K
Burkett Financial Services, LLC 0.31% Add +1.3% 5,450 $861K
Kure Advisory, LLC 0.57% Reduce -14.0% 5,437 $859K
Midwest Financial Group LLC 0.45% Add +2.6% 5,435 $859K
Legacy Financial Group LLC 0.12% Add +16.9% 5,426 $857K
Wise Wealth Partners 1.43% Add +25.4% 5,418 $856K
Core Alternative Capital 0.23% Add +0.2% 5,415 $856K
Contravisory Investment Management, Inc. 0.17% Add +0.6% 5,412 $855K
Mraz, Amerine & Associates, Inc. 0.14% New 5,405 $854K
Prepared Retirement Institute LLC 0.50% Reduce -4.3% 5,396 $853K
Intrinsic Value Partners, LLC 0.76% Reduce -7.4% 5,395 $852K
Eq LLC 0.33% Add +1.7% 5,388 $851K
Verity & Verity, LLC 0.07% Reduce -2.3% 5,375 $849K
Bond & Devick Financial Network, Inc. 0.28% No change 5,372 $849K
Axecap Investments, LLC 0.55% Reduce -20.8% 5,359 $847K
Altiora Financial Group, LLC 0.17% No change 5,358 $846K
Arbor Trust Wealth Advisors, LLC 0.41% Reduce -39.1% 5,342 $844K
Mb, Levis & Associates, LLC 0.37% No change 5,341 $844K
Riverpoint Wealth Management Holdings, LLC 0.20% Add +10.8% 5,340 $844K
Moody Aldrich Partners LLC 0.16% No change 5,339 $844K
Rockbridge Investment Management, LCC 0.09% Add +3.8% 5,337 $843K
Lake Hills Wealth Management, LLC 0.48% New 5,334 $843K
Traction Financial Partners, LLC 0.57% Reduce -10.8% 5,334 $843K
Ironsides Asset Advisors, LLC 0.24% Reduce -31.4% 5,300 $837K
Gold Investment Management Ltd. 0.32% Reduce -0.3% 5,460 $837K
Element Wealth, LLC 0.38% Add +25.8% 5,293 $836K
American Financial & Tax Strategies Inc. 0.43% Reduce -3.4% 5,293 $836K
Atlantic Family Wealth, LLC 0.73% Add +2.1% 5,288 $835K
Kelman-Lazarov, Inc. 0.14% Add +65.5% 5,288 $835K
Pacifica Partners Inc. 0.34% Reduce -0.4% 5,295 $835K
Colorado Capital Management, Inc. 0.36% Reduce -8.5% 5,287 $835K
Howard Hughes Medical Institute 0.33% New 5,285 $835K
Future You Wealth LLC 0.45% Add +4.8% 5,282 $835K
Ironwood Financial, llc 0.18% No change 7,695 $834K
Spectrum Wealth Advisory Group, LLC 0.39% Add +139.8% 5,272 $833K
Sollinda Capital Management LLC 0.22% Add +20.3% 5,256 $830K
Nalls Sherbakoff Group, LLC 0.60% Reduce -7.5% 5,255 $830K
Financial Guidance Group, Inc. 0.40% Add +4.0% 5,254 $830K
Franklin, Parlapiano, Turner & Welch, LLC 0.22% No change 5,254 $830K
Legacy Investment Solutions, LLC 0.44% — 5,252 $830K
Legacy Wealth Managment, LLC 0.44% Add +2.9% 5,252 $830K
Penbrook Management LLC 0.62% No change 5,223 $825K
Lifelong Wealth Advisors, Inc. 0.27% Add +47.9% 5,220 $825K
Brooklyn FI, LLC 0.21% Add +15.9% 5,212 $823K
Foundry Financial Group, Inc. 0.47% Add +6.8% 5,210 $823K
Marshall & Sterling Wealth Advisors Inc. 0.56% Add +5.9% 5,200 $820K
Capital CS Group, LLC 1.35% Add +116.1% 5,193 $820K
Patrick M Sweeney & Associates, Inc. 0.56% Reduce -0.2% 5,142 $819K
LifeGoal Investments, LLC 0.78% Add +35.7% 5,178 $818K
Pioneer Wealth Management Group 0.30% New 5,175 $818K
Integras Partners LLC 0.88% No change 5,170 $817K
Financial Designs Corp 0.50% New 5,153 $814K
Granite Group Advisors, LLC 0.49% No change 5,136 $811K
William Mack & Associates, Inc. 0.52% Add +6.6% 5,131 $811K
Global Wealth Strategies & Associates 0.23% Reduce -46.4% 5,131 $811K
FSB Premier Wealth Management, Inc. 0.29% Add +35.5% 5,123 $809K
Yeomans Consulting Group, Inc. 0.33% Reduce -12.8% 5,279 $809K
Disciplined Investors, L.L.C. 0.63% Add +19.9% 5,084 $803K
Patrick Mauro Investment Advisor, INC. 0.45% No change 5,054 $798K
Schneider Downs Wealth Management Advisors, LP 0.12% Reduce -35.0% 5,031 $795K
Graves Light Lenhart Wealth, Inc. 0.09% Reduce -0.5% 5,023 $794K
Droms Strauss Advisors Inc. /Mo/ 0.24% Reduce -3.9% 5,020 $793K
Conservest Capital Advisors, Inc. 0.08% Add +11.2% 5,016 $793K
IAG Wealth Partners, LLC 0.10% No change 5,015 $792K
Credit Capital Investments LLC 1.11% Add +25.0% 5,000 $790K
Intrepid Family Office LLC 0.85% New 5,000 $790K
Bawa N Mallick Trust 0.33% No change 5,000 $790K
Corsair Capital Management, L.P. 0.15% New 5,000 $790K
Brightwater Advisory LLC 0.57% Add +0.7% 4,984 $787K
Peoples Bank 0.53% Add +25.4% 4,983 $787K
Estate Counselors, LLC 0.08% No change 4,960 $784K
Meredith Wealth Planning 0.28% Add +2.6% 4,956 $783K
Inman Jager Wealth Management, LLC 0.53% Reduce -47.0% 4,945 $781K
Ti-Trust, Inc. 0.52% Add +17.9% 4,944 $781K
Code Waechter LLC 0.56% Add +0.5% 4,940 $780K
Investors Asset Management of Georgia Inc. /Ga/ 0.36% Add +23.9% 4,934 $780K
Flagstone Financial Management 0.22% Add +8.4% 4,933 $779K
Apex Wealth Management, LLC 0.62% Add +8.6% 4,897 $774K
Full Sail Capital, LLC 0.04% Add +3.8% 4,890 $773K
CBIZ Investment Advisory Services, LLC 0.03% Add +16.0% 4,886 $772K
CarsonAllaria Wealth Management, Ltd. 0.41% Add +2.6% 4,882 $771K
CJM Wealth Advisers, Ltd. 0.26% Add +7.6% 4,882 $771K
Southern Capital Advisors, LLC 0.39% Add +0.3% 4,880 $771K
Holos Integrated Wealth LLC 0.46% Reduce -14.1% 4,218 $771K
Refined Wealth Management 0.53% Reduce -1.3% 4,870 $769K
Latko Wealth Management, Ltd. 0.43% New 4,868 $769K
Ruggaard & Associates LLC 0.31% Add +29.9% 4,862 $768K
Pin Oak Investment Advisors Inc. 0.65% Reduce -18.5% 7,087 $768K
Fairman Group, LLC 0.63% Add +7.0% 4,839 $765K
Correct Capital Wealth Management 0.15% Reduce -0.8% 4,835 $764K
Graney & King, LLC 0.51% Add +6.0% 4,818 $761K
Aspen Investment Management Inc 0.32% Reduce -37.1% 4,819 $761K
McGrath & Associates, Inc. 1.24% Reduce -12.4% 4,808 $760K
TPG Financial Advisors, LLC 0.30% Reduce -0.3% 4,804 $759K
Absolute Capital Management, LLC 0.38% Add +5.1% 4,787 $756K
Family Investment Center, Inc. 0.17% New 4,776 $755K
Kelly Financial Services LLC 0.22% Add +0.8% 4,775 $754K
SMI Advisory Services, LLC 0.15% No change 4,400 $754K
Cura Wealth Advisors, LLC 0.35% Add +12.0% 4,761 $752K
Level Financial Advisors 0.23% No change 4,756 $751K
Elios Financial Group Inc. 0.34% Reduce -5.0% 4,742 $749K
Murphy Pohlad Asset Management LLC 0.32% Reduce -21.2% 4,714 $745K
Harbor Advisory Corp. 0.24% No change 4,710 $744K
Greenwood Capital Associates LLC 0.09% No change 4,705 $743K
Long Island Wealth Management, Inc. 0.39% Add +138.8% 4,705 $743K
Main Line Retirement Advisors, LLC 0.42% Reduce -16.3% 4,697 $742K
Montis Financial, LLC 0.21% Reduce -4.6% 4,695 $742K
Wealth Watch Advisors, INC 0.43% Add +107.4% 9,004 $741K
Sugar Maple Asset Management, LLC 0.58% Add +15.5% 4,690 $741K
Cornerstone Management, Inc. 0.13% Add +63.2% 4,685 $740K
Silver Oak Wealth Advisors Services, LLC 0.53% No change 4,679 $739K
Guidance Capital, Inc. 0.21% Reduce -4.9% 4,253 $739K
Forthright Family Wealth Advisory LLC 0.47% Add +31.9% 4,669 $738K
Tilia Fiduciary Partners, Inc. 0.45% Reduce -14.7% 4,663 $737K
Grant Street Asset Management, Inc. 0.17% Add +25.1% 4,661 $736K
Farrell Financial LLC 0.49% Add +26.2% 4,655 $735K
Dakota Community Bank & Trust NA 3.30% Add +25.3% 4,650 $735K
Waller Financial Planning Group, Inc. 0.18% Reduce -10.7% 4,643 $734K
Alpha Wealth Funds, LLC 0.68% Add +1.3% 4,634 $732K
Reyes Financial Architecture, Inc. 0.63% Add +32.9% 4,630 $732K
SWAN Capital LLC 0.32% Add +12.0% 4,614 $729K
Henrickson Nauta Wealth Advisors, Inc. 0.25% Add +17.1% 4,610 $728K
Athena Investment Management 0.41% No change 4,609 $728K
SpringVest Wealth Management LLC 0.59% Add +1.8% 4,591 $725K
Vision Financial Markets LLC 0.68% Reduce -9.9% 4,587 $725K
DKM Wealth Management, Inc. 0.62% Reduce -0.5% 4,570 $722K
Truefg, LLC 0.21% Add +2.7% 4,563 $721K
Miller Financial Services LLC 0.92% Add +9.0% 4,557 $720K
Forefront Wealth Management Inc. 0.58% Reduce -9.1% 4,552 $719K
Joseph Group Capital Management 0.24% No change 4,539 $717K
Hummer Financial Advisory Services Inc 0.54% Add +0.4% 4,535 $717K
SwitchPoint Financial Planning, LLC 0.59% Add +12.8% 4,530 $716K
Paragon Capital Management Ltd 0.13% Add +0.0% 4,527 $715K
Financial Connections Group, Inc. 0.29% Add +1470.5% 4,523 $714K
Hibernia Wealth Partners, LLC 0.26% New 4,512 $713K
Lipe & Dalton 0.38% Add +5.4% 4,500 $711K
Optima Capital LLC 0.38% Add +12.8% 4,499 $711K
Cadence Wealth Management LLC 0.47% Add +1.5% 4,499 $711K
Madison Park Capital Advisors, LLC 0.60% Add +1.4% 4,498 $711K
Illumine Investment Management, LLC 0.57% Add +3.6% 4,497 $710K
New Vernon Investment Management LLC 0.82% New 4,484 $708K
True Link Financial Advisors, LLC 0.05% Reduce -15.9% 4,483 $708K
Resolute Wealth Advisor, Inc. 0.40% — 4,051 $707K
Tuttle Capital Management, LLC 2.92% Add +15.0% 4,466 $706K
Wynn Capital, LLC 0.38% Add +122.0% 4,461 $705K
Bayshore Asset Management, LLC 0.32% Reduce -1.4% 4,452 $703K
Advanced Asset Management Advisors Inc 0.19% Reduce -1.6% 4,450 $703K
Hudson Capital Management LLC 0.21% No change 4,440 $701K
PrairieView Partners, LLC 0.07% Add +0.2% 4,431 $700K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.26% Add +1.8% 4,423 $699K
Kropog Financial Group, LLC 0.61% Add +10.1% 4,414 $697K
Shared Vision Wealth Group LLC 0.35% Reduce -32.5% 3,910 $696K
Beacon Investment Advisors LLC 0.30% Add +0.6% 4,402 $694K
Cornerstone Advisors Asset Management, LLC 0.13% Reduce -6.9% 4,382 $692K
Crestmont Private Wealth LLC 0.25% Reduce -37.1% 4,377 $691K
Mullaney, Keating & Wright, Inc. 0.45% No change 4,362 $689K
Aventus Investment Advisors, Inc. 0.62% — 4,362 $689K
Loudon Investment Management, LLC 0.38% Add +119.3% 4,354 $688K
Van Cleef Asset Management,Inc 0.07% Reduce -8.4% 4,352 $688K
Brueske Advisory Services, LLC 0.47% Add +13.3% 4,350 $687K
Alesco Advisors, LLC, An ESL Co 0.02% Add +9.9% 4,348 $687K
Spectrum Planning & Advisory Services Inc. 0.44% Add +112.6% 4,347 $687K
Capasso Planning Partners LLC 0.39% Add +0.7% 4,339 $686K
Integrity Wealth Advisors, Inc. 0.48% Add +4.0% 4,337 $686K
Foronjy Financial LLC 0.32% — 4,330 $684K
Skyline Advisors, Inc. 0.25% Reduce -0.1% 4,327 $684K
KOM Wealth Management Group, LLC 0.54% Reduce -82.8% 4,316 $682K
Collaborative Wealth Managment Inc. 0.30% Add +0.8% 4,312 $681K
Foundation Wealth Management, LLC 0.47% Add +70.4% 4,305 $680K
FSA Wealth Management LLC 0.27% Add +0.6% 4,302 $680K
Twin City Private Wealth, LLC 0.55% Add +2.0% 4,297 $679K
Tandem Financial, LLC 0.64% Reduce -2.0% 4,293 $678K
Kickstand Ventures, Llc. 0.16% Add +1.2% 4,292 $678K
Capital Planning LLC 0.21% Reduce -44.1% 4,276 $676K
S.E.E.D. Planning Group LLC 0.21% Add +43.3% 4,275 $675K
Hurlow Wealth Management Group, Inc. 0.19% Add +48.1% 4,269 $674K
Axis Wealth Partners, LLC 0.44% Add +2.0% 4,260 $673K
Delta Accumulation, LLC 1.43% Add +10.8% 5,541 $673K
Louisbourg Investments Inc. 0.16% Add +2.5% 4,255 $672K
Clear Point Advisors Inc. 0.56% Add +1.7% 4,233 $669K
OLIO Financial Planning 0.21% Reduce -5.2% 4,231 $668K
Sensible Money, LLC 0.25% Add +1.7% 4,221 $667K
Clearview Wealth Advisors LLC 0.46% Reduce -20.0% 4,216 $666K
Friday Financial 0.34% Add +17.9% 4,211 $665K
FWG Investments, LLC. 0.50% New 4,204 $664K
tru Independence LLC 0.19% Add +6.5% 4,196 $663K
Chicago Wealth Management, Inc. 0.31% Reduce -31.1% 4,173 $659K
Retirement Wealth Solutions LLC 0.48% Add +2.0% 4,172 $659K
Dopkins Wealth Management, LLC 0.30% Add +0.1% 4,172 $659K
Future Financial Wealth Managment LLC 0.45% Add +4.4% 4,172 $659K
Sincerus Advisory, LLC 0.62% Add +0.6% 3,789 $657K
Bramshill Investments, LLC 0.07% Reduce -40.6% 4,161 $657K
Raab & Moskowitz Asset Management LLC 0.16% Reduce -2.6% 4,157 $657K
True Wealth Design, LLC 0.23% Reduce -11.8% 4,152 $656K
Capstone Wealth Management, LLC 0.57% Add +9.9% 4,145 $655K
MJT & Associates Financial Advisory Group, Inc. 0.81% Add +3.2% 4,123 $651K
Lauer Wealth, LLC 0.54% Reduce -41.8% 3,565 $649K
Family Wealth Partners, LLC 0.26% No change 4,105 $649K
Financial Symmetry Inc 0.33% Reduce -9.9% 4,101 $648K
Wealthcare Capital Management LLC 0.07% Reduce -60.7% 4,098 $647K
ORBA Wealth Advisors, L.L.C. 0.59% Reduce -32.8% 4,084 $645K
Michels Family Financial, LLC 0.55% Add +5.0% 4,084 $645K
Inspire Trust Co, N.A. 0.13% Reduce -31.8% 4,061 $642K
AIFG Consultants Ltd. 1.25% Reduce -13.1% 4,060 $641K
Eagle Harbor Asset Management Inc. 0.62% Reduce -3.3% 4,054 $640K
Jordan Park Trust Co LLC 0.59% Add +4.9% 4,053 $640K
Heritage Oak Wealth Advisors LLC 0.25% Reduce -6.9% 4,023 $636K
New England Professional Planning Group Inc. 0.29% Add +0.1% 4,020 $635K
Bay Harbor Wealth Management, LLC 0.18% Add +34.4% 4,015 $634K
Taylor Financial Group, Inc. 0.40% Reduce -32.2% 4,011 $634K
Piscataqua Savings Bank 0.53% Add +6.9% 4,010 $634K
Gray Private Wealth, LLC 0.34% New 4,009 $633K
St. Louis Trust Co 0.08% No change 4,002 $632K
Keystone Financial Group, Inc. 0.40% Add +63.3% 3,666 $632K
K2 Principal Fund, L.P. 0.27% Reduce -33.3% 4,000 $632K
BOCHK Asset Management Ltd 0.18% Reduce -94.0% 4,000 $632K
Eschler Asset Management LLP 0.48% Reduce -5.3% 5,478 $630K
Fullcircle Wealth LLC 0.23% Add +24.1% 3,495 $629K
Alkeme Wealth, LLC 0.28% Add +51.5% 3,932 $621K
PMG Wealth Management, Inc. 0.51% Add +3.5% 3,929 $621K
Morton Brown Family Wealth, LLC 0.19% Add +1.5% 3,928 $621K
Sprinkle Financial Consultants LLC 0.38% Add +17.9% 3,924 $620K
Barton Investment Management 0.06% No change 3,920 $619K
Gitterman Wealth Management, LLC 0.14% Reduce -42.5% 3,917 $619K
Stanich Group LLC 0.55% Reduce -0.2% 3,772 $619K
Next Level Private LLC 0.20% Add +10.1% 3,912 $618K
New Jersey Better Educational Savings Trust 1.59% Reduce -71.9% 3,908 $617K
Edge Financial Advisors LLC 0.33% Reduce -15.0% 4,002 $617K
PFS Partners, LLC 0.31% Reduce -0.5% 3,902 $616K
Define Financial, LLC 0.41% Reduce -5.3% 3,900 $616K
Prism Advisors, Inc. 0.18% Add +3.0% 3,896 $616K
Wernau Asset Management Inc. 0.70% Reduce -18.7% 3,890 $615K
Paul R. Ried Financial Group, LLC 0.37% Add +1.8% 3,890 $615K
Seneca Financial Advisors LLC 0.24% No change 3,885 $614K
Seneca House Advisors 0.26% Add +71.3% 3,864 $610K
Cypress Financial Planning LLC 0.20% Add +3.6% 3,860 $610K
Brown Financial Advisory 0.34% Add +37.6% 3,848 $608K
Capstone Capital LLC 0.44% Add +3.9% 3,838 $606K
Sterneck Capital Management, LLC 0.31% Add +3.5% 3,835 $606K
LongView Asset Management LLC 0.46% Add +13.3% 3,830 $605K
Presilium Private Wealth, LLC 0.12% Add +15.0% 3,825 $604K
Dynamic Financial Group 0.58% Add +2.7% 3,808 $602K
Squire Investment Management Company, LLC 0.22% Add +54.0% 3,792 $599K
Farnam Financial LLC 0.54% Reduce -25.5% 3,791 $599K
Landmark Wealth Management, LLC 0.25% Reduce -4.6% 3,777 $597K
Heritage Family Offices, LLP 0.30% No change 5,439 $596K
Hurley Capital, LLC 0.42% Reduce -9.3% 3,775 $596K
Searcy Financial Services Inc. 0.24% No change 3,771 $596K
IMG Wealth Management, Inc. 0.46% Add +80.7% 3,766 $595K
Capital Counsel LLC 0.02% Reduce -6.0% 3,765 $595K
Ceera Investments, LLC 0.18% Reduce -3.8% 3,757 $594K
Vishria Bird Financial Group, LLC 0.20% Reduce -0.0% 3,744 $592K
Caldwell Sutter Capital, Inc. 0.27% Add +2.6% 3,743 $591K
Waypoint Wealth Partners Inc. 0.14% No change 3,741 $591K
Santori & Peters, Inc. 0.21% Add +0.3% 3,726 $589K
Willow Creek Wealth Management Inc. 0.05% Add +3.7% 3,724 $588K
Constellation Investimentos e Participacoes Ltda 1.05% Reduce -1.6% 3,720 $588K
HTG Investment Advisors, Inc. 0.22% Reduce -3.0% 3,701 $585K
Bare Financial Services, Inc 0.20% Add +37.2% 3,693 $583K
Corepath Wealth Partners LLC 0.49% Reduce -9.5% 3,660 $583K
Morris Financial Concepts, Inc. 0.23% Reduce -1.3% 3,690 $583K
Buska Wealth Management, LLC 0.16% Add +77.4% 3,684 $582K
Marathon Trading Investment Management LLC 0.36% Reduce -99.3% 3,680 $581K
Crosspoint Financial, LLC 1.56% Reduce -2.1% 3,677 $581K
Compass Advisory Group LLC 0.18% Reduce -0.9% 3,671 $580K
Foundation Wealth Management, LLC\PA 0.25% Add +2.9% 3,653 $577K
Richwood Investment Advisors, LLC 0.47% No change 3,649 $577K
Nottingham Advisors, Inc. 0.09% Reduce -10.0% 3,641 $575K
Wills Financial Group LLC 0.25% Add +1.6% 3,638 $575K
True Vision MN LLC 0.32% Add +0.9% 3,636 $574K
DMKC Advisory Services, LLC 0.30% Add +10.3% 3,320 $574K
Wexford Capital LP 0.16% Add +16.6% 3,634 $574K
Act Wealth Management, LLC 0.24% Reduce -35.3% 3,634 $574K
Causeway Capital Management LLC 0.01% Reduce -11.9% 3,631 $574K
Signet Investment Advisory Group, Inc. 0.29% Add +20.8% 3,625 $573K
Mittelman Wealth Management 0.48% Add +9.6% 3,624 $573K
Macroview Investment Management LLC 0.47% Reduce -1.6% 3,608 $570K
McRae Capital Management Inc. 0.12% No change 3,600 $569K
Guidance Point Advisors, LLC 0.15% Reduce -12.4% 3,576 $565K
New England Capital Financial Advisors LLC 0.26% Add +18.8% 3,576 $565K
RBA Wealth Management, LLC 0.21% Add +3.8% 3,551 $561K
Higgins & Schmidt Wealth Strategies LLC 0.31% Add +8.0% 3,542 $560K
Omega Financial Group, LLC 0.20% New 3,540 $559K
A. D. Beadell Investment Counsel, Inc. 0.43% Add +48.3% 3,539 $559K
George Kaiser Family Foundation 0.08% Add +49.7% 3,527 $557K
Prescott Group Capital Management, L.L.C. 0.07% Add +49.7% 3,527 $557K
Uhlmann Price Securities, LLC 0.40% Reduce -17.4% 3,517 $556K
Pinkerton Wealth, LLC 0.07% Reduce -0.2% 3,517 $556K
Darwin Wealth Management, LLC 0.19% Reduce -81.7% 3,503 $554K
Peterson Wealth Advisors, LLC 0.09% Reduce -1.2% 3,503 $554K
Ritter Daniher Financial Advisory LLC / DE 0.14% Reduce -12.3% 3,500 $553K
Argyle Capital Management, LLC 0.20% No change 3,500 $553K
Charter Research & Investment Group, Inc. 0.41% Add +5.8% 3,490 $551K
RMR Capital Management, LLC 0.39% No change 3,487 $551K
Cardinal Strategic Wealth Guidance 0.16% No change 3,460 $547K
Trevian Wealth Management LLC 0.33% Add +3.3% 3,450 $545K
OmniStar Financial Group, Inc. 0.41% Reduce -13.9% 3,448 $545K
Claris Advisors, LLC / Mo / 0.19% Reduce -44.0% 3,441 $544K
Frontier Asset Management, LLC 0.15% New 3,441 $544K
Schwallier Wealth Management LLC 0.33% Reduce -6.9% 3,427 $541K
Stephen J. Garry & Associates, LLC 0.47% Add +1.3% 3,423 $541K
Cedar Mountain Advisors, LLC 0.11% Add +0.3% 3,421 $540K
Security National Bank of Sioux City Iowa 0.38% Reduce -56.6% 3,415 $540K
Nicholson Wealth Management Group, LLC 0.33% Add +65.2% 3,411 $539K
White Lighthouse Investment Management Inc. 0.09% Add +8.9% 3,398 $537K
Fingerlakes Wealth Management, Inc. 0.40% Reduce -13.0% 3,393 $536K
OMNI 360 Wealth, Inc. 0.33% Add +61.5% 3,392 $536K
Jackson Creek Investment Advisors LLC 0.14% Reduce -2.5% 3,386 $535K
Financial Network Wealth Advisors LLC 0.65% Add +3.8% 3,376 $533K
Clark Wealth Partners 0.36% Add +22.7% 3,372 $533K
Sylvest Advisors, LLC 0.31% Reduce -6.9% 3,372 $533K
Kelly Financial Group LLC 0.15% Add +10.2% 3,179 $532K
Ehrlich Financial Group 0.34% Add +2.4% 3,354 $530K
Horizon Financial Services, LLC 0.28% Add +24.1% 3,352 $530K
MRWM Advisors, LLC 0.33% Add +2.4% 3,350 $529K
LFA - Lugano Financial Advisors SA 0.31% Add +231.3% 3,346 $529K
Corrado Advisors, LLC 0.32% Add +12.3% 3,338 $527K
Diversified Investment Strategies, LLC 0.36% No change 3,325 $525K
Prudent Investors Network, Inc. 0.14% Reduce -6.6% 3,319 $524K
BHK Investment Advisors, LLC 0.21% Add +21.6% 3,318 $524K
Myecfo, LLC 0.25% Add +0.3% 3,287 $519K
Aull & Monroe Investment Management Corp 0.28% Reduce -3.0% 3,282 $519K
Flywheel Private Wealth LLC 0.41% Reduce -9.9% 3,265 $516K
BCR Wealth Strategies, LLC 0.20% Add +0.9% 3,255 $514K
Defined Wealth Management, LLC 0.32% Add +11.4% 3,244 $513K
Human Investing LLC 0.08% Add +22.6% 3,237 $511K
Ridgeline Wealth Planning, LLC 0.42% Add +18.1% 3,235 $511K
Chesapeake Asset Management LLC 0.46% Add +10.3% 3,218 $508K
Albert D Mason Inc. 0.37% New 3,213 $508K
Advantage Trust Co 0.25% Add +19.6% 3,206 $507K
Asset Planning Corporation 0.27% Add +3.1% 3,203 $506K
Pinnbrook Capital Management LP 0.13% New 3,200 $506K
Tillman Hartley LLC 0.14% New 3,188 $504K
DecisionPoint Financial, LLC 0.13% Add +12.8% 3,280 $503K
Absher Wealth Management, LLC 0.06% Reduce -50.4% 3,179 $502K
Barry Investment Advisors, LLC 0.12% Add +0.6% 3,176 $502K
Fortune Financial Advisors, LLC 0.40% Reduce -0.9% 3,162 $500K
Continuum Wealth Advisors, LLC 0.24% Reduce -0.1% 3,161 $499K
Retirement Financial Solutions, LLC 0.18% Add +3.3% 3,149 $498K
Strid Group, LLC 0.07% Add +3.0% 3,147 $497K
Marest Capital, LLC 0.39% Reduce -0.3% 3,146 $497K
Emory University 1.79% No change 3,130 $495K
FreeGulliver LLC 0.23% Add +2.5% 3,124 $494K
Delta Wealth Advisors LLC 0.41% Add +1.6% 3,115 $492K
Firestone Capital Management 0.12% Add +57.1% 3,110 $491K
Atlas Wealth Partners, LLC 0.57% Reduce -2.4% 3,099 $490K
Idaho Trust Co 0.18% Add +23.0% 3,100 $490K
Attessa Capital LLC 0.31% Add +0.3% 3,096 $489K
Campion Asset Management 0.37% No change 3,090 $488K
Mountain Pacific Investment Advisers LLC 0.04% No change 3,090 $488K
Parkwoods Wealth Partners, LLC 0.28% New 3,088 $488K
Two West Capital Advisors LLC 0.32% New 2,806 $487K
REDW Wealth LLC 0.19% Add +1.7% 3,078 $486K
Walled Lake Planning & Wealth Management, LLC 0.16% Reduce -1.4% 3,070 $485K
Access Financial Services, Inc. 0.18% Reduce -9.7% 3,050 $482K
Mendel Money Management 0.21% Reduce -4.1% 3,048 $482K
Peak Financial Advisors LLC 0.25% Reduce -90.0% 3,047 $481K
Insight 2811, Inc. 0.23% Add +1.0% 3,037 $480K
AAF Wealth Management, LLC 0.22% New 3,031 $479K
McElhenny Sheffield Capital Management, LLC 0.13% Add +1.3% 3,011 $476K
Financial Strategies Group, Inc. 0.10% No change 2,884 $476K
Dynamic Wealth Strategies, LLC 0.34% Add +0.5% 3,007 $475K
Infrastructure Capital Advisors, LLC 0.08% New 3,000 $474K
LaFleur & Godfrey LLC 0.06% Reduce -5.5% 3,000 $474K
RW Investment Management LLC 0.05% New 2,993 $473K
Paradigm, Strategies in Wealth Management, LLC 0.31% Reduce -0.4% 2,982 $471K
USAdvisors Wealth Management, LLC 0.18% Reduce -12.5% 2,978 $471K
V2 Financial group LLC 0.28% Reduce -81.7% 2,977 $470K
Hutchinson Financial Advisors, INC 0.53% — 2,975 $470K
Alpha Advisors, LLC 0.40% Reduce -3.3% 2,972 $470K
Reliant Investment Management, LLC 0.20% Add +26.3% 2,967 $469K
Boyd Wealth Management, LLC 0.20% Reduce -8.8% 2,965 $468K
Condor Capital Management 0.04% Add +0.8% 2,943 $465K
Chico Wealth RIA 0.37% Add +34.8% 2,943 $465K
Sound Stewardship, LLC 0.24% Reduce -7.5% 2,940 $465K
Silver Coast Investments LLC 0.17% No change 2,927 $462K
Family Office Research LLC 0.22% Add +2.4% 2,926 $462K
Rebalance, LLC 0.03% Reduce -1.5% 2,913 $460K
Warner Financial, Inc. 0.19% Add +2.3% 2,911 $460K
Lorne Steinberg Wealth Management Inc. 0.12% Reduce -1.7% 2,902 $458K
New Harbor Financial Group, LLC 0.11% Reduce -7.5% 2,900 $458K
Gentry Private Wealth, LLC 0.35% Add +10.6% 2,893 $457K
Seed Wealth Management, Inc. 0.34% No change 2,880 $455K
Robinswood Financial LLC 0.16% Add +14.2% 2,872 $454K
1 North Wealth Services LLC 0.18% Reduce -2.3% 2,869 $453K
Norman Fields, Gottscho Capital Management, LLC 0.15% No change 2,870 $453K
BCO Wealth Management LLC 0.32% New 2,867 $453K
Financial Advisory Partners, LLC 0.14% Reduce -48.5% 2,864 $452K
Diamant Asset Management, Inc. 0.34% No change 2,855 $451K
Seaside Wealth Management, Inc. 0.14% Add +30.0% 2,840 $449K
BCU Wealth Advisors, LLC 0.20% No change 2,830 $447K
Bayforest Capital Ltd 0.19% New 2,803 $443K
FinDec Wealth Services, Inc. 0.46% Reduce -59.0% 2,792 $441K
Sterling Wealth Management, Inc. 0.15% — 2,780 $439K
Randall & Associates Wealth Management 0.33% Add +8.1% 2,752 $435K
Climber Capital SA 0.28% No change 2,766 $435K
Home Federal Bank of Tennessee 0.12% No change 2,750 $434K
Sentinel Pension Advisors, LLC 0.07% Add +4.1% 2,743 $433K
Baker Boyer National Bank 0.15% Add +14.3% 2,739 $433K
Financial Advisors, LLC 0.08% No change 2,734 $432K
Hillcrest Wealth Advisors - NY, LLC 0.20% Reduce -1.5% 2,733 $432K
Elevate Wealth Advisory, Inc. 0.31% Reduce -40.9% 2,729 $431K
Mycio Wealth Partners, LLC 0.10% No change 2,720 $430K
Graham Capital Wealth Management, LLC 0.48% Add +7.0% 2,715 $429K
DF Dent & Co. Inc. 0.01% New 2,713 $429K
Investment Planning Advisors, Inc. 0.15% Add +14.4% 2,712 $429K
Core Wealth Management, Inc. 0.15% Add +2.5% 2,706 $428K
Salomon & Ludwin, LLC 0.04% Add +18.9% 2,715 $427K
Cathy Pareto & Associates, Inc. 0.35% Reduce -8.0% 2,699 $426K
ArrowMark Colorado Holdings LLC 0.01% Reduce -90.9% 2,690 $425K
Okabena Investment Services Inc. 0.09% No change 2,685 $424K
Johnson Financial Group, LLC 0.04% Reduce -70.6% 2,685 $424K
Pembroke Management, LTD 0.05% New 2,673 $422K
Straight Path Wealth Management 0.14% Reduce -5.4% 2,668 $422K
Verus Financial Partners, Inc. 0.04% Add +30.9% 2,586 $421K
Auxier Asset Management LLC 0.06% No change 2,665 $421K
Single Point Partners, LLC 0.09% Add +4.1% 2,666 $421K
Sherbrooke Park Advisers LLC 0.18% Reduce -51.9% 2,659 $420K
Hippocratic Financial Advisors, LLC 0.22% Reduce -7.1% 2,655 $419K
Columbia Advisory Partners LLC 0.32% Add +19.7% 2,645 $418K
Good Steward Wealth Advisors,LLC 0.33% Reduce -8.9% 2,640 $417K
Catherine Avery Investment Management LLC 0.32% No change 2,637 $417K
Powers Advisory Group, LLC 0.18% Add +2.7% 2,635 $416K
Stark Wealth Management LLC 0.59% Add +4.7% 2,633 $416K
Buckhead Capital Management LLC 0.16% Add +1.1% 2,627 $415K
Peoples Financial Services Corp. 0.20% Add +94.4% 2,625 $415K
BFI Infinity Ltd. 0.35% Reduce -16.9% 2,620 $414K
Red Crane Wealth Management, LLC 0.38% Add +9.2% 2,618 $414K
Roble, Belko & Company, Inc 0.06% Add +646.0% 2,611 $413K
Essential Planning, LLC. 0.15% Reduce -60.2% 2,613 $413K
Financial Advisory Corp 0.06% Reduce -5.4% 2,610 $412K
Independence Financial Advisors, LLC 0.16% Add +0.4% 2,607 $412K
Renaissance Group LLC 0.02% No change 2,600 $411K
AJ Advisors, LLC 0.18% Reduce -1.9% 2,590 $409K
Valued Wealth Advisors LLC 0.21% Add +48.4% 2,588 $409K
Trademark Financial Management, LLC 0.25% Reduce -17.3% 2,587 $409K
William Howard & Co Financial Advisors Inc 0.36% Add +0.4% 2,580 $408K
Cowa, LLC 0.15% New 2,587 $407K
Sterling Investment Advisors LLC 0.21% Reduce -72.4% 849 $406K
Harvest Management LLC 0.20% Add +6.2% 2,570 $406K
First Fiduciary Investment Counsel, Inc. 0.08% Reduce -3.4% 2,565 $405K
Dupree Financial Group, LLC 0.16% New 2,563 $405K
Brooks, Moore & Associates, Inc. 0.22% Add +2.3% 2,274 $405K
Litman Gregory Wealth Management LLC 0.03% Reduce -42.9% 2,560 $404K
Pinnacle Investment Management Ltd 2.33% Reduce -57.5% 2,550 $403K
Benchmark Wealth Management, LLC 0.18% Reduce -15.0% 2,550 $403K
Bush Investment Group, LLC 0.27% Add +1.9% 2,549 $403K
Blankinship & Foster, LLC 0.09% No change 2,520 $398K
Professional Financial Advisors, LLC 0.09% New 2,512 $397K
Keyes, Stange & Wooten Wealth Management, LLC 0.21% No change 2,506 $396K
Glaxis Capital Management, LLC 0.53% New 2,500 $395K
Parkside Investments, LLC 0.05% Reduce -68.8% 2,500 $395K
Violich Capital Management, Inc. 0.06% Add +25.1% 2,490 $393K
Decker Retirement Planning Inc. 0.23% Add +46.7% 2,481 $392K
Pingora Partners LLC 0.29% No change 2,475 $391K
Diversified Portfolios, Inc. 0.04% New 2,469 $390K
Barnes Dennig Private Wealth Management LLC 0.47% Add +429.0% 2,465 $389K
Eagle Capital Management, LLC 0.17% Reduce -9.9% 2,462 $389K
Optimist Retirement Group LLC 0.19% Add +8.2% 2,455 $388K
Safe Harbor Fiduciary, LLC 0.36% Add +156.9% 2,453 $388K
Aurdan Capital Management, LLC 0.13% Add +8.7% 2,448 $387K
Arlington Financial Advisors, LLC 0.06% Reduce -56.9% 2,445 $386K
Cushing Capital Partners, LLC 0.33% Reduce -34.4% 2,444 $386K
Steadtrust LLC 0.30% — 2,440 $385K
Smart Portfolios, LLC 0.39% Reduce -1.1% 2,426 $383K
Marmo Financial Group, LLC 0.19% New 2,425 $383K
AlphaQuest LLC 0.04% Add +8.5% 2,423 $383K
Redmont Wealth Advisors LLC 0.56% New 2,410 $381K
Eldridge Investment Advisors, Inc. 0.08% Add +14.4% 2,408 $380K
Keb Asset Management, LLC 0.09% Reduce -0.8% 2,407 $380K
BCS Private Wealth Management, Inc. 0.14% — 2,404 $380K
Alhambra Investment Management LLC 0.19% Add +2.1% 2,398 $379K
Trust Co of Kansas 0.18% Add +24.0% 2,391 $378K
Harbor Group, Inc. 0.07% Add +1.5% 2,388 $377K
Carbahal Olsen Financial Services Group, LLC 0.32% Add +0.0% 2,382 $376K
Gordian Advisors LLC 0.27% Add +0.3% 2,380 $376K
Torray Investment Partners LLC 0.05% New 2,375 $375K
Matrix Trust Co 0.06% Add +17.4% 2,365 $374K
Martel Wealth Advisors LLC 0.07% Add +9.9% 2,367 $374K
Sterling Group Wealth Management, LLC 0.21% Reduce -18.5% 2,355 $372K
Altus Wealth Management, LLC 0.18% Reduce -77.6% 2,355 $372K
Seneschal Advisors, LLC 0.29% Add +4.4% 2,352 $372K
Financial Alternatives, Inc 0.24% Add +0.2% 2,345 $370K
Armbruster Capital Management, Inc. 0.07% Reduce -0.4% 2,345 $370K
Level Wealth Management LLC 0.21% Reduce -11.5% 2,332 $368K
PTM Wealth Management, LLC 0.24% Reduce -15.0% 2,310 $368K
Cottonwood Capital Advisors, LLC 0.25% No change 2,328 $368K
Global Wealth Management, LLC 0.20% Add +0.1% 2,238 $367K
Arkansas Financial Group, Inc. 0.06% New 2,320 $367K
Fidelity D & D Bancorp Inc. 0.22% No change 2,316 $366K
Signature Resources Capital Management, LLC 0.22% Add +33.9% 2,310 $365K
Monument Group Wealth Advisors, LLC 0.23% New 2,306 $364K
Washington Growth Strategies LLC 0.28% — 2,302 $364K
Wealth Management Strategies, Inc. 0.19% Reduce -6.1% 2,293 $362K
Northwest Financial Advisors 0.51% Reduce -92.0% 2,291 $362K
Monarch Capital Management Inc. 0.10% New 2,284 $361K
LSV Asset Management 0.00% Add +183.6% 2,280 $360K
Able Wealth Management LLC 0.18% Reduce -0.5% 2,271 $359K
Cascade Wealth Advisors, Inc 0.20% New 1,963 $359K
Pinnacle Wealth Management Group, Inc. 0.21% No change 2,265 $358K
Joule Financial, LLC 0.12% Reduce -0.2% 2,258 $357K
Phillips Wealth Planners LLC 0.32% Reduce -1.2% 2,229 $357K
KMT Wealth Management, LLC 0.21% No change 2,250 $355K
Watchman Group, Inc. 0.09% Reduce -40.9% 2,249 $355K
Reliant Wealth Planning 0.14% No change 2,246 $355K
Charter Capital Management, LLC\DE 0.21% — 2,240 $354K
Certior Financial Group, LLC 0.27% Add +17.8% 2,238 $354K
Hapanowicz & Associates Financial Services, Inc 0.18% Add +1.3% 2,238 $354K
ForthRight Wealth Management, LLC 0.11% No change 2,238 $354K
Total Wealth Planning, LLC 0.04% Reduce -6.8% 2,225 $352K
FPC Investment Advisory, Inc. 0.22% Add +10.1% 2,001 $351K
Fairway Wealth LLC 0.11% Reduce -15.3% 2,221 $351K
Strategic Financial Partners, Ltd. 0.16% No change 2,220 $351K
EntryPoint Capital, LLC 0.17% Reduce -3.7% 2,209 $349K
MSA Advisors, LLC 0.09% No change 2,200 $348K
Tower Wealth Partners, Inc. 0.20% Add +3.2% 2,195 $347K
New Perspectives, Inc 0.17% No change 2,188 $346K
Ramiah Investment Group 0.37% New 2,181 $345K
Heron Bay Capital Management 0.07% Add +9.1% 2,180 $344K
Tableaux LLC 0.20% Add +6.3% 2,179 $344K
Friedenthal Financial 0.19% Add +6.9% 2,169 $343K
Stolper Co 0.11% New 2,150 $340K
Baskin Financial Services Inc. 0.03% Reduce -11.2% 2,156 $340K
MBB Public Markets I LLC 0.04% Reduce -19.0% 2,151 $340K
WealthTrak Capital Management LLC 0.28% Add +26.9% 2,150 $340K
AdvisorShares Investments LLC 0.06% Reduce -67.5% 2,148 $339K
Geometric Wealth Advisors 0.05% New 2,142 $338K
Prairieview Wealth Partners, LLC 0.35% No change 2,130 $337K
Echo Wealth Management, LLC 0.21% Reduce -17.9% 2,129 $336K
Avant Financial Advisors LLC 0.28% Reduce -22.0% 2,125 $336K
ODonnell Financial Services, LLC 0.13% Reduce -1.8% 2,124 $336K
Check Capital Management Inc. 0.02% No change 2,117 $335K
Buttonwood Financial Advisors Inc. 0.13% Reduce -0.8% 2,109 $333K
Erickson Financial Group, LLC 0.22% Add +0.5% 2,105 $333K
Stone Summit Wealth LLC 0.10% New 2,103 $332K
OxenFree Capital LLC 0.20% No change 2,100 $332K
Painted Porch Advisors LLC 0.14% Reduce -25.9% 2,097 $331K
Bullseye Investment Management, LLC 0.21% No change 3,031 $329K
Cortland Associates Inc. 0.04% Reduce -1.4% 2,077 $328K
Hamel Associates, Inc. 0.11% New 2,073 $328K
WFA Asset Management Corp 0.18% Add +1630.7% 2,648 $327K
5th Street Advisors, LLC 0.16% Reduce -32.7% 2,067 $327K
FC Advisory LLC 0.10% No change 2,066 $326K
Meridian Management Co. 0.09% Reduce -15.8% 1,835 $326K
Websterrogers Financial Advisors, LLC 0.10% Add +1.2% 2,064 $326K
Villere St Denis J & Co. LLC 0.03% No change 2,060 $325K
Midwest Financial Network, LLC 0.32% New 2,056 $325K
Spectrum Asset Management, Inc. (NB/CA) 0.14% Reduce -28.6% 2,052 $324K
Stuart Chaussee & Associates, Inc. 0.07% No change 2,047 $323K
Blueshift Asset Management, LLC 0.10% Reduce -39.5% 2,043 $323K
Blake Schutter Theil Wealth Advisors, LLC 0.37% Reduce -3.5% 2,041 $322K
Dahring | Cusmano LLC 0.25% Add +2.0% 2,033 $321K
Vermillion & White Wealth Management Group, LLC 0.21% Add +115.5% 2,032 $321K
Investment Counsel Co. of Nevada 0.66% No change 2,030 $321K
Outbound Financial Inc 0.29% — 2,030 $321K
Investment Management Associates Inc. 0.11% No change 2,030 $321K
Wilkins Miller Wealth Management, LLC 0.22% Add +7.7% 2,022 $319K
Alamar Capital Management, LLC 0.17% No change 2,017 $319K
Holland Advisory Services, Inc. 0.47% No change 2,017 $319K
NFC Investments, LLC 0.09% No change 2,014 $318K
Spectrum Investment Advisors, Inc. 0.18% Add +1.3% 2,012 $318K
Standard Family Office LLC 0.37% No change 2,000 $316K
Wilmar Advisors LLC 0.30% New 2,000 $316K
Virginia Wealth Management Group, Inc. 0.19% New 2,000 $316K
Hutchinson Capital Management 0.06% Add +1.6% 2,000 $316K
Alaska Permanent Capital Management, LLC 0.02% No change 2,000 $316K
Mawer Investment Management Ltd. 0.00% No change 2,000 $316K
Patton Fund Management, Inc. 0.07% Reduce -94.4% 1,983 $313K
Lesa Sroufe & Co 0.29% Reduce -6.2% 1,977 $312K
Binnacle Investments Inc 0.20% Add +29.1% 1,968 $311K
First National Bank Sioux Falls 0.11% New 1,968 $311K
Retirement Solution LLC 0.08% New 1,966 $311K
Steph & Co. 0.10% Reduce -5.3% 1,965 $310K
Guardian Wealth Management, Inc. 0.21% Add +0.1% 1,950 $308K
Solano Wealth Investment Advisors LLC 0.16% Add +1.8% 1,946 $307K
Chronos Wealth Management, LLC 0.16% New 1,942 $307K
Riverview Trust Co 0.38% Reduce -88.8% 1,940 $307K
Longview Financial Advisors LLC 0.19% No change 1,940 $307K
Rainey & Randall Wealth Advisors Inc. 0.06% No change 1,930 $305K
Sterling Financial Planning, Inc. 0.10% Add +4.2% 1,930 $305K
Blue Oak Capital, LLC 0.16% New 1,930 $305K
Strategic Equity Management 0.11% Add +2.1% 1,929 $305K
Probity Advisors, Inc. 0.05% Reduce -15.8% 1,924 $304K
CoreFirst Bank & Trust 0.17% No change 1,920 $303K
JLB & Associates Inc. 0.04% No change 1,917 $303K
ShankerValleau Wealth Advisors, Inc. 0.09% No change 1,910 $302K
Moneywise, Inc. 0.14% No change 1,904 $301K
Oliver Luxxe Assets LLC 0.05% Add +0.1% 1,899 $300K
Vawter Financial, Ltd. 3.38% Add +1.7% 1,895 $299K
Dravo Bay LLC 0.14% New 1,886 $298K
Legacy Wealth Management, LLC 0.02% Reduce -51.1% 1,874 $296K
SIH Partners, LLLP 0.03% Reduce -96.3% 1,866 $295K
Infinity Wealth Counsel, LLC 0.30% Reduce -6.5% 1,858 $294K
Navigoe, LLC 0.22% Reduce -27.4% 1,855 $293K
Summit Investment Advisory Services, LLC 0.13% Reduce -41.2% 1,848 $292K
Axim Planning & Wealth 0.27% Reduce -1.6% 1,848 $292K
Ballentine Capital Advisors, Inc 0.14% Reduce -15.7% 1,844 $291K
Davis Investment Partners, LLC 0.10% New 1,900 $291K
SWP Financial LLC 0.16% New 1,835 $290K
American Trust Investment Advisors, LLC 0.15% Reduce -29.1% 1,835 $290K
Innovative Wealth Building LLC 0.24% Reduce -17.1% 1,826 $289K
Insight Inv LLC 0.19% Reduce -85.0% 1,826 $288K
HBK Investments L P 0.01% Reduce -57.1% 1,821 $288K
Oak Wealth Advisors LLC 0.18% New 1,820 $288K
VSM Wealth Advisory, LLC 0.09% Reduce -18.3% 1,816 $287K
Alpha Financial Advisors, LLC 0.11% Reduce -3.9% 1,812 $286K
Stonehearth Capital Management, LLC 0.12% New 1,809 $286K
Stegent Equity Advisors, Inc. 0.25% New 1,808 $286K
Drexel Morgan & Co. 0.05% New 1,800 $284K
Compton Wealth Advisory Group, LLC 0.07% Reduce -12.4% 1,799 $284K
Annandale Capital, LLC 0.05% Reduce -29.3% 1,799 $284K
Orleans Capital Management Corp. 0.15% New 1,795 $284K
Curio Wealth, LLC 0.12% Add +25142.9% 1,767 $279K
LGT Financial Advisors LLC 0.70% Add +62.8% 1,758 $278K
Clientfirst Wealth Management, LLC 0.28% New 1,750 $276K
swisspartners Advisors Ltd 0.26% New 1,750 $276K
Jim Saulnier & Associates, LLC 0.19% New 1,746 $276K
Ferguson Shapiro LLC 0.09% New 1,744 $275K
Frazier Financial Advisors, LLC 0.19% Add +59.9% 1,735 $274K
Robinson Smith Wealth Advisors LLC 0.22% New 1,726 $273K
Mount Lucas Management LP 0.13% Reduce -54.5% 1,708 $270K
POM Investment Strategies, LLC 0.19% Reduce -70.2% 1,696 $268K
Team Financial Group, LLC 0.13% New 1,694 $268K
Authentikos Wealth Advisory, LLC 0.19% Reduce -94.3% 1,694 $268K
Kaydan Wealth Management, Inc. 0.09% New 1,690 $267K
Tilson Financial Group, Inc. 0.10% New 1,687 $267K
Israel Discount Bank of New York 1.01% Reduce -14.2% 1,688 $267K
Baugh & Associates, LLC 0.14% New 4,457 $266K
Sage Investment Counsel LLC 0.31% New 1,684 $266K
Hershey Financial Advisers, LLC 0.24% — 1,682 $266K
Provident Wealth Management, LLC 0.09% Reduce -10.2% 1,682 $266K
Kraft Asset Management, LLC 0.25% Reduce -60.8% 1,681 $266K
Marshall & Sullivan Inc. 0.13% New 1,680 $265K
Accretive Wealth Partners, LLC 0.09% New 1,666 $263K
Inlight Wealth Management, LLC 0.14% Add +2.7% 1,660 $262K
Kiker Wealth Management, LLC 0.15% Reduce -3.9% 1,643 $260K
Vista Finance, LLC 0.22% New 1,635 $258K
Balanced Rock Investment Advisors LLC 0.20% New 1,632 $258K
LGL Partners, LLC 0.11% New 1,420 $257K
Evergreen Advisors, LLC 0.07% Reduce -34.6% 1,622 $256K
Thompson Investment Management, Inc. 0.04% No change 1,622 $256K
Weitzel Financial Services, Inc. 0.11% New 1,395 $256K
Tribridge Partners Financial LLC 0.15% — 1,621 $256K
Sound Financial Strategies Group, LLC 0.22% New 1,620 $256K
Arbor Investment Advisors, LLC 0.03% New 1,619 $256K
Plum Street Advisors, LLC 0.11% Reduce -23.9% 1,605 $254K
Portfolio Strategies, Inc. 0.03% New 1,604 $253K
Northwest Quadrant Wealth Management, LLC 0.06% New 1,600 $253K
BCK Partners, Inc. 0.15% New 1,600 $253K
Walker Financial Services, Inc. 0.11% New 1,599 $253K
Isthmus Partners, LLC 0.03% New 1,595 $252K
Koesten, Hirschmann & Crabtree, INC. 0.13% Add +512.7% 1,593 $252K
Joel Adams & Associates, Inc. 0.22% Reduce -20.1% 1,590 $251K
LBJ Family Wealth Advisors, Ltd. 0.15% New 1,592 $251K
Brighton Securities Corp. 0.14% Reduce -22.4% 1,588 $251K
Exchange Capital Management, Inc. 0.04% New 1,586 $251K
Bull Oak Capital, LLC 0.11% New 1,585 $250K
Endowment Wealth Management, Inc. 0.13% New 1,584 $250K
Compass Wealth Management LLC 0.06% Add +14.8% 1,583 $250K
Donald L. Hagan, LLC 0.12% New 1,581 $250K
Wilson & Boucher Capital Management, LLC 0.17% New 1,581 $250K
KDK Private Wealth Management, LLC 0.27% New 1,569 $248K
Windsor Capital Management, LLC 0.07% New 1,565 $247K
Tradewinds, LLC. 0.19% Reduce -98.9% 1,565 $247K
Merkkuri Wealth Advisors LLC 0.19% Reduce -69.2% 1,565 $247K
Burt Wealth Advisors 0.06% New 1,563 $247K
Evexia Wealth LLC 0.08% New 1,432 $247K
BTS Asset Management, Inc. 0.30% Reduce -24.5% 1,562 $247K
Forum Private Client Group LLC 0.10% New 1,559 $246K
AllGen Financial Advisors, Inc. 0.07% New 1,550 $245K
Ahl Investment Management, Inc. 0.16% New 1,550 $245K
LWM Advisors Inc. 0.27% New 1,543 $244K
Melone Private Wealth, LLC 0.12% New 1,541 $243K
Gutierrez Wealth Advisory, LLC 0.16% Reduce -30.0% 1,535 $243K
Twelve Points Wealth Management LLC 0.07% Reduce -39.2% 1,535 $242K
M Wealth Management, LLC 0.22% New 1,530 $242K
Gould Asset Management LLC 0.05% Reduce -25.6% 1,530 $242K
Deseret Mutual Benefit Administrators 0.11% No change 1,527 $241K
Two Sigma Securities, LLC 0.03% Reduce -97.7% 1,527 $241K
BWM Planning, LLC 0.08% New 1,524 $241K
Archer Investment Management, LLC 0.17% New 1,522 $240K
Golden Reserve Retirement LLC 0.08% New 1,622 $240K
CWS Financial Advisors, LLC 0.07% New 1,518 $240K
Mustico Financial Group, Inc. 0.22% — 1,345 $239K
Schiavi & Co LLC 0.08% New 1,509 $238K
Centennial Bank 0.10% No change 1,506 $238K
Mount Vernon Associates Inc. 0.17% New 1,500 $237K
Conestoga Capital Advisors, LLC 0.00% New 1,500 $237K
Colton Groome Financial Advisors, LLC 0.08% Reduce -50.0% 1,498 $237K
Sterling Investment Management, LLC 0.16% Reduce -31.1% 1,497 $237K
Shulman DeMeo Asset Management LLC 0.06% New 1,488 $235K
IMPACTfolio, LLC 0.11% New 1,487 $235K
10Elms LLP 0.26% Add +3.5% 1,480 $234K
Luminvest Wealth Management LLC 0.08% New 1,465 $231K
Graybill Wealth Management, LTD. 0.08% Reduce -3.3% 1,460 $231K
True Freedom Investing, LLC 0.09% — 1,456 $230K
Davis Wealth Advisors, LLC 0.24% New 1,455 $230K
Cobblestone Asset Management LLC 0.12% Reduce -23.3% 1,450 $229K
Shayne & Jacobs, LLC 0.08% New 1,443 $228K
Pineridge Advisors LLC 0.08% Add +1.7% 1,432 $226K
Randolph Co Inc 0.02% New 1,432 $226K
Aspen Wealth Management LLC 0.06% New 1,427 $226K
HFG Wealth Management, LLC 0.14% Add +3.4% 2,075 $225K
Machina Capital S.A.S. 0.05% Reduce -92.0% 1,420 $224K
FSA Investment Group, LLC 0.17% New 1,417 $224K
Grunden Financial Advisory, Inc. 0.10% New 1,416 $224K
Obsidian Personal Planning Solutions LLC 0.09% New 1,409 $223K
Capital Wealth Alliance, LLC 0.12% New 1,407 $222K
Cornerstone Wealth Advisors, Inc. 0.06% Reduce -75.2% 1,406 $222K
Tumwater Wealth Management, LLC 0.10% New 1,402 $222K
Fortis Advisors, LLC 0.14% New 1,400 $221K
Wealth Forward, LLC 0.15% New 1,395 $220K
Dean, Jacobson Financial Services, LLC 0.17% New 1,394 $220K
Socha Financial Group, LLC 0.10% New 1,391 $220K
Clark & Stuart, Inc 0.17% New 1,390 $220K
Sherwood Financial Partners, LLC 0.20% New 1,389 $219K
Atlantic Private Wealth, LLC 0.15% Add +38.1% 1,388 $219K
Cannon Financial Strategists, Inc. 0.03% New 1,377 $218K
ZynergyRetirementPlanningLLC 0.15% Add +8.2% 1,375 $217K
Sharper & Granite LLC 0.08% New 1,380 $217K
Triune Financial Partners, LLC 0.06% New 1,373 $217K
Evergreen Private Wealth LLC 0.09% Add +35.7% 1,368 $216K
Threadgill Financial, LLC 0.12% New 1,367 $216K
Fairway Financial, LLC 0.18% New 1,362 $215K
LYNX Capital Group Ltd. 0.10% New 1,362 $215K
Permanens Capital L.P. 0.03% New 1,361 $215K
Northeast Planning Associates, Inc. / NH / 0.20% New 1,358 $215K
Meritas Wealth Management, LLC 0.12% New 1,358 $215K
FORM Wealth Advisors, LLC 0.03% New 1,356 $214K
Sander Capital Advisors Inc. 0.10% Reduce -93.8% 1,355 $214K
John W. Brooker & Co., CPAs 0.50% New 1,300 $213K
Searle & Co. 0.06% New 1,350 $213K
Boyum Wealth Architects LLC 0.16% New 1,340 $212K
Wingate Wealth Advisors, Inc. 0.19% New 1,335 $211K
Twele Capital Management, Inc. 0.04% Reduce -50.0% 1,334 $211K
Wasatch Advisors LP 0.00% New 1,328 $210K
One River Asset Management, LLC 0.82% Reduce -84.9% 1,333 $210K
Mullooly Asset Management, Inc. 0.09% New 1,325 $209K
Sentinel Trust Co. Lba 0.02% New 1,325 $209K
Ackerman Capital Advisors, LLC 0.05% New 1,322 $209K
MAS Advisors LLC 0.34% New 1,320 $209K
Horizons Wealth Management 0.15% No change 1,320 $209K
Stephenson & Company, Inc. 0.13% New 1,320 $209K
Tectonic Advisors LLC 0.01% Reduce -49.0% 1,312 $207K
Q3 Asset Management 0.07% New 1,278 $207K
Advocacy Wealth Management, LLC 0.01% New 1,302 $206K
Hopwood Financial Services, Inc. 0.16% Add +23.5% 1,302 $206K
ETF Store, Inc. 0.24% New 1,297 $205K
HFG Advisors, Inc. 0.16% New 1,291 $204K
Priebe Wealth Holdings LLC 0.18% Reduce -81.7% 1,284 $203K
S&T Bank 0.06% Add +104.1% 1,284 $203K
Knott David M Jr 0.09% No change 1,280 $202K
Solutions 4 Wealth, Ltd 0.34% New 1,274 $201K
RCS Financial Planning, LLC 0.10% New 1,273 $201K
Wolff Financial Management LLC 0.05% New 1,273 $201K
Acas, LLC 0.13% New 1,104 $200K
CGC Financial Services, LLC 0.07% Add +495.2% 1,250 $197K
Prudent Man Investment Management, Inc. 0.11% No change 1,448 $194K
Aster Capital Management (DIFC) Ltd 0.04% Reduce -77.8% 1,219 $193K
Principia Wealth Advisory, LLC 0.15% Add +56.8% 1,143 $181K
Breakwater Investment Management 0.07% No change 1,130 $179K
IFS Advisors, LLC 0.13% Add +0.7% 1,091 $172K
Palouse Capital Management, Inc. 0.11% No change 1,070 $169K
Coston, McIsaac & Partners 0.04% Reduce -5.4% 1,064 $167K
1620 Investment Advisors, Inc. 0.12% Reduce -75.2% 1,054 $167K
O'Brien Wealth Partners LLC 0.03% Reduce -9.0% 1,038 $164K
Arcadia Investment Advisors LLC 0.08% No change 1,030 $163K
North Capital, Inc. 0.14% Add +0.2% 1,025 $162K
Rye Brook Capital LLC 0.16% New 1,000 $158K
Gladstone Capital Management LLP 0.02% No change 1,000 $158K
Founders Capital Management 0.09% No change 990 $156K
Glynn Capital Management LLC 0.03% Reduce -8.8% 958 $151K
Compass Financial Services Inc 0.07% Add +51.4% 955 $151K
Carolina Wealth Advisors, LLC 0.07% Add +40.9% 941 $149K
Accredited Wealth Management, LLC 0.12% Reduce -48.8% 930 $147K
Hennessy Advisors Inc. 0.00% New 920 $145K
Zeit Capital LLC 0.10% No change 900 $142K
Vestor Capital, LLC 0.01% Reduce -99.4% 2,076 $141K
Disciplina Capital Management LLC 0.02% No change 861 $136K
Fiduciary Advisors, Inc. 0.12% No change 857 $135K
Red Tortoise LLC 0.06% Add +50.5% 823 $130K
Capital A Wealth Management, LLC 1.45% Reduce -97.2% 262 $130K
Cetera Trust Company, N.A 0.08% No change 820 $130K
Ramsey Quantitative Systems 0.13% New 800 $126K
Eq Wealth Advisors, LLC 0.08% Reduce -0.7% 768 $121K
Bellevue Group AG 0.00% No change 751 $119K
Iron Horse Wealth Management, LLC 0.03% Add +1.8% 739 $117K
Ecofi Investissements SA 0.12% Reduce -10.0% 900 $106K
Perritt Capital Management Inc 0.05% Add +249.2% 646 $102K
Tanglewood Legacy Advisors, LLC 0.04% Reduce -28.0% 645 $102K
Sagard Holdings Management Inc. 0.28% — 640 $101K
Access Investment Management LLC 0.03% — 640 $101K
Redwood Park Advisors LLC 0.08% Add +33.7% 635 $100K
Compound Global Advisors, LLC 9.09% Reduce -94.8% 631 $100K
Delos Wealth Advisors, LLC 0.08% New 625 $99K
Luken Investment Analytics, LLC 0.04% No change 621 $98K
Eisler Capital Management Ltd. 0.00% Reduce -99.9% 601 $95K
HFM Investment Advisors, LLC 0.04% Add +235.9% 571 $90K
Kathleen S. Wright Associates Inc. 0.03% Add +39.4% 563 $89K
Promus Capital, LLC 0.06% Reduce -68.3% 550 $87K
Slocum, Gordon & Co LLP 0.06% No change 500 $79K
Bruce G. Allen Investments, LLC 0.06% Add +1.4% 499 $79K
Compass Planning Associates Inc 0.07% No change 490 $77K
Hoese & Co LLP 0.06% Add +113.6% 470 $74K
Copia Wealth Management 0.06% Add +14.7% 468 $74K
Westend Capital Management, LLC 0.02% Add +46.8% 455 $72K
PMV Capital Advisers, LLC 0.15% Add +16.8% 418 $66K
Acima Private Wealth, LLC 0.02% No change 410 $65K
Lummis Asset Management, LP 0.04% No change 400 $63K
Tacita Capital Inc 0.04% Add +75.4% 363 $57K
PayPay Securities Corp 2.70% Reduce -25.4% 350 $55K
Legend Financial Advisors, Inc. 0.04% New 350 $55K
Granite FO LLC 0.03% No change 350 $55K
West Financial Advisors, LLC 0.01% No change 343 $54K
EDENTREE ASSET MANAGEMENT Ltd 0.01% New 340 $54K
Lowe Wealth Advisors, LLC 0.02% No change 294 $46K
Gleason Group, Inc. 0.00% Reduce -32.5% 281 $44K
Horrell Capital Management, Inc. 0.02% Add +3.5% 270 $43K
Ravenstone Capital Management Inc. 0.02% Reduce -24.6% 264 $42K
Spurstone Advisory Services, LLC 0.61% New 256 $40K
Your Advocates Ltd., LLP 0.01% Add +26.1% 237 $37K
Innovative Advisory Group, LLC 0.03% Add +76.9% 230 $36K
ROSS\JOHNSON & Associates LLC 0.74% Reduce -11.6% 228 $36K
Longfellow Investment Management Co. LLC 0.01% Add +47.9% 207 $33K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -73.1% 205 $32K
Christopher J. Hasenberg, Inc 0.01% No change 202 $32K
Accordant Advisory Group Inc 0.02% No change 200 $32K
Winnacle Wealth LLC 0.02% Reduce -86.7% 200 $32K
Kings Path Partners LLC 0.01% Reduce -98.2% 200 $32K
Harbor Asset Planning, Inc. 0.03% — 175 $28K
Clarity Asset Management, Inc. 0.02% Reduce -7.0% 172 $27K
Syntax Research, Inc. 0.02% No change 160 $25K
Battery Global Advisors, LLC 0.01% No change 150 $24K
Teachers Insurance & Annuity Association of America 0.03% No change 150 $24K
Concorde Financial Corp 0.01% New 150 $24K
Pflug Koory, LLC 0.01% Add +211.9% 131 $21K
Broadwater Capital Management LLC 0.01% Add +15699.2% 18,959 $19K
Ryan Investment Management, Inc. 0.01% — 110 $17K
William B. Walkup & Associates, Inc. 0.01% No change 106 $17K
Conquis Financial LLC 0.01% No change 75 $12K
SIMA Wealth Partners, LLC 0.01% No change 70 $11K
Capitol Family Office, Inc. 0.01% No change 70 $11K
Hara Capital LLC 0.01% New 65 $10K
Family CFO Inc 0.00% New 50 $8K
Caitong International Asset Management Co., Ltd 0.01% New 45 $7K
Bulwark Capital Corp 0.01% — 40 $6K
Fort Vancouver Investment Management, LLC 0.00% New 35 $6K
Gladwyn Financial Advisors, Inc. 0.00% — 22 $3K
Cordant, Inc. 0.00% No change 10 $2K
Avenir Tech Ltd 0.00% Reduce -99.8% 6 $948

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