Palo Alto NetworksPANW

13F holders, Q1 2024 (March 31)
1,900holders
12famous investors
$283.52avg. 13F price*

At the end of Q1 2024, 1,900 institutions reported holding Palo Alto Networks Inc. (PANW) in their 13F filings. The largest holders were Vanguard Group Inc. ($8.1B), BlackRock Inc. ($6.8B) and Morgan Stanley ($3.9B). 12 famous investors held it, including Alex Sacerdote (1.4% of Whale Rock Capital Management's portfolio), Stanley Druckenmiller (1.1% of Duquesne Family Office's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Palo Alto Networks Inc.
Sector
Technology
CUSIP
697435105
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions224$597.5M
Exits163$751.4M

Ownership 1,900 holders

Vanguard Group Inc. 0.16% Add +3.6% 28,572,098 $8.1B
BlackRock Inc. 0.16% Reduce -2.2% 24,085,106 $6.8B
Morgan Stanley 0.32% Add +11.2% 13,861,763 $3.9B
State Street Corp. 0.17% Add +3.5% 12,994,578 $3.7B
Bank of America Corp. 0.21% Add +4.6% 7,556,815 $2.1B
JPMorgan Chase & Co. 0.19% Add +5.7% 7,532,314 $2.1B
Geode Capital Management, LLC 0.18% Add +3.9% 7,013,825 $2.0B
Norges Bank 0.21% Reduce -10.7% 4,736,120 $1.3B
FMR LLC 0.09% Reduce -15.0% 4,605,012 $1.3B
Capital Research Global Investors 0.28% Reduce -24.9% 4,347,246 $1.2B
Ameriprise Financial Inc. 0.28% Add +6.9% 3,533,105 $1.0B
Nuveen Asset Management, LLC 0.29% Reduce -31.0% 3,442,362 $978.1M
Northern Trust Corp. 0.16% Reduce -2.2% 3,331,755 $946.7M
UBS Group AG 0.29% Add +17.8% 3,070,980 $872.6M
Jennison Associates LLC 0.53% Add +7.6% 2,814,881 $799.8M
Clearbridge Investments, LLC 0.62% Reduce -12.1% 2,757,485 $783.5M
Royal Bank of Canada 0.18% Reduce -17.9% 2,556,415 $726.4M
Legal & General Group Plc 0.20% Add +0.8% 2,484,546 $705.9M
Voya Investment Management LLC 0.75% Add +55.7% 2,341,617 $665.1M
Goldman Sachs Group Inc. 0.14% Reduce -36.0% 2,290,214 $650.7M
Franklin Resources Inc. 0.20% Add +30.8% 2,238,225 $635.9M
Bank of New York Mellon Corp 0.12% Reduce -5.8% 2,223,042 $631.6M
Wells Fargo & Company 0.16% Add +0.8% 2,169,117 $616.3M
First Trust Advisors LP 0.61% Add +19.7% 2,121,587 $602.8M
Canada Pension Plan Investment Board 0.63% Reduce -1.1% 2,119,176 $602.1M
Invesco Ltd. 0.13% Reduce -34.4% 2,054,965 $583.9M
Charles Schwab Investment Management Inc. 0.12% Add +7.1% 1,870,410 $531.4M
Barclays PLC 0.23% Reduce -37.1% 1,800,296 $511.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.18% Reduce -16.5% 1,798,339 $511.0M
Bank of Montreal 0.15% Reduce -13.4% 1,609,623 $462.2M
Amundi 0.19% Add +7.2% 1,563,149 $439.5M
Pictet Asset Management Holding SA 0.47% Reduce -18.5% 1,524,074 $433.0M
Alliancebernstein L.P. 0.12% Reduce -0.2% 1,209,248 $343.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.81% Reduce -10.8% 1,071,802 $304.5M
Stifel Financial Corp. 0.32% Add +4.3% 993,572 $282.3M
Schroder Investment Management Group 0.33% Reduce -3.8% 975,956 $277.3M
Swiss National Bank 0.19% Reduce -2.2% 944,200 $268.3M
Deutsche Bank AG 0.12% Add +52.2% 935,959 $265.9M
William Blair Investment Management, LLC 0.68% Add +4.6% 926,589 $263.3M
T. Rowe Price Associates Inc. 0.03% Reduce -16.1% 910,722 $258.8M
Mirova US LLC 3.16% Add +128.5% 826,387 $234.8M
Sumitomo Mitsui Trust Group, Inc. 0.15% Add +2.9% 777,521 $220.9M
BNP Paribas Financial Markets 0.28% Add +33.6% 776,831 $220.7M
Citigroup Inc. 0.23% Reduce -8.4% 747,807 $212.5M
Credit Suisse AG/ 0.19% Add +0.9% 705,076 $200.4M
CIBC Private Wealth Group LLC 0.39% Reduce -26.0% 717,125 $200.4M
AXA S.A. 0.60% Add +2.5% 703,046 $199.8M
HSBC Holdings PLC 0.14% Add +15.8% 690,867 $195.7M
Corient Private Wealth LP 0.34% Add +25.0% 662,546 $188.2M
Fifth Third Bancorp 0.70% Add +4.1% 633,696 $180.1M
National Pension Service 0.21% Add +1.3% 630,560 $179.2M
Swedbank AB 0.25% Reduce -8.6% 626,238 $177.9M
Blair William & Co. 0.56% Add +0.1% 623,460 $177.1M
Raymond James & Associates 0.12% Add +3.0% 616,018 $175.0M
US Bancorp \de 0.24% Add +6.2% 615,629 $174.9M
Rhumbline Advisers 0.16% Add +5.0% 596,039 $169.4M
California Public Employees Retirement System 0.11% Reduce -1.4% 557,281 $158.3M
LPL Financial LLC 0.08% Add +22.3% 542,747 $154.2M
Dimensional Fund Advisors LP 0.04% Reduce -0.2% 541,254 $153.8M
Compagnie Lombard Odier SCmA 2.71% Add +40.4% 539,793 $153.4M
Neuberger Berman Group LLC 0.13% Reduce -20.0% 536,714 $152.5M
B. Metzler seel. Sohn & Co. AG 1.62% Add +1.5% 493,610 $147.0M
Primecap Management Co. 0.11% Add +0.5% 510,650 $145.1M
California State Teachers Retirement System 0.18% Add +2.4% 504,901 $143.5M
TCW Group Inc. 1.45% Reduce -2.2% 503,651 $143.1M
Railway Pension Investments Ltd 1.38% Add +1.1% 499,853 $142.0M
Nordea Investment Management AB 0.17% Add +3.3% 497,100 $141.1M
Envestnet Asset Management Inc. 0.05% Reduce -1.0% 494,386 $140.5M
Capital World Investors 0.02% Reduce -13.2% 484,350 $137.6M
Victory Capital Management Inc. 0.14% Reduce -7.8% 478,881 $136.1M
Wellington Management Group LLP 0.02% Reduce -34.1% 476,577 $135.4M
Storebrand Asset Management As 0.46% Reduce -10.3% 471,746 $134.0M
Janus Henderson Group PLC 0.07% Reduce -68.2% 468,747 $133.1M
Champlain Investment Partners, LLC 0.76% Reduce -23.0% 467,383 $132.8M
Massachusetts Financial Services Co. 0.04% Reduce -20.3% 459,911 $130.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.17% Add +22.8% 420,902 $119.6M
Rathbones Group PLC 0.69% Reduce -8.5% 419,142 $119.1M
Mirae Asset Global Investments Co., Ltd. 0.26% Add +15.2% 566,645 $118.5M
Susquehanna International Group, LLP 0.18% Reduce -13.4% 408,997 $116.2M
New York State Common Retirement Fund 0.15% Reduce -7.8% 405,993 $115.4M
Cerity Partners LLC 0.30% Add +19.4% 403,356 $114.6M
Scge Management, L.P. 2.11% No change 392,000 $111.4M
Davis R M Inc. 2.30% Reduce -3.3% 387,290 $110.0M
Principal Financial Group Inc. 0.06% Add +6.7% 379,451 $107.8M
ProShare Advisors LLC 0.28% Add +22.5% 376,143 $106.9M
Penserra Capital Management LLC 1.31% Add +5079.9% 368,394 $104.7M
Rockefeller Capital Management L.P. 0.30% Add +5.3% 366,196 $104.0M
Axiom Investors LLC 0.90% Reduce -62.0% 364,136 $103.5M
Captrust Financial Advisors 0.38% Add +40.8% 580,404 $102.3M
Marshall Wace, LLP 0.17% Reduce -0.3% 359,000 $102.0M
DekaBank Deutsche Girozentrale 0.19% Add +39.2% 357,119 $101.2M
Employees Provident Fund Board 1.75% Add +141.5% 350,982 $99.7M
Zevenbergen Capital Investments LLC 2.10% Add +2.6% 348,620 $99.1M
Korea Investment CORP 0.25% Reduce -47.4% 340,733 $96.8M
Ensign Peak Advisors, Inc 0.18% Reduce -24.1% 339,940 $96.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.11% Reduce -41.3% 331,658 $94.2M
CANADA LIFE ASSURANCE Co 0.19% Reduce -2.6% 330,659 $93.9M
Raymond James Financial Services Advisors, Inc. 0.14% Add +14.8% 327,867 $93.2M
Whale Rock Capital Management 1.35% Reduce -31.2% 319,888 $90.9M
Quilter Plc 2.14% Add +12.3% 318,682 $90.5M
Federated Hermes, Inc. 0.20% Reduce -13.9% 312,532 $88.8M
Danske Bank A/S 0.28% — 312,282 $88.7M
Eagle Asset Management Inc. 0.45% Reduce -39.4% 317,041 $88.6M
Jane Street Group, LLC 0.11% Reduce -38.5% 306,128 $87.0M
Phoenix Financial Ltd. 1.20% Add +6.6% 304,389 $86.5M
Heritage Investors Management Corp. 2.99% Add +0.4% 298,683 $84.9M
Los Angeles Capital Management LLC 0.29% Reduce -53.3% 297,514 $84.5M
Candriam S.C.A. 0.54% Reduce -26.7% 292,021 $83.0M
New York State Teachers Retirement System 0.17% Add +0.9% 290,205 $82.5M
Liontrust Investment Partners LLP 1.10% Reduce -12.4% 277,949 $79.0M
Adage Capital Partners Gp, L.L.C. 0.15% Add +8.8% 277,300 $78.8M
Allspring Global Investments Holdings, LLC 0.12% Reduce -32.5% 273,726 $77.8M
Robeco Institutional Asset Management B.V. 0.17% Reduce -34.5% 273,439 $77.7M
DAVENPORT & Co LLC 0.48% Add +37.7% 272,853 $77.4M
Truist Financial Corp. 0.12% Add +18.2% 268,176 $76.2M
Commonwealth Equity Services, LLC 0.12% Add +14.6% 261,084 $74.2M
Pinebridge Investments, L.P. 0.59% Add +22.4% 259,923 $73.8M
Russell Investments Group, Ltd. 0.12% Add +21.2% 257,461 $73.1M
Bowen Hanes & Co. Inc. 2.05% Add +0.8% 252,079 $71.6M
Woodline Partners LP 0.66% New 250,109 $71.1M
Commerzbank Aktiengesellschaft 2.33% Add +11.7% 247,020 $70.2M
Alyeska Investment Group, L.P. 0.43% New 243,454 $69.2M
Klingenstein Fields & Co. LP 2.87% Reduce -6.7% 243,039 $69.1M
Mariner, LLC 0.14% Add +11.7% 239,109 $67.9M
D. E. Shaw & Co. 0.09% Add +2686.9% 238,561 $67.8M
Baird Financial Group, Inc. 0.14% Add +2.0% 237,675 $67.5M
Sandhill Capital Partners LLC 5.31% Add +2.3% 233,746 $66.4M
Employees Retirement System of Texas 0.72% Reduce -12.8% 232,654 $66.1M
State Board of Administration of Florida Retirement System 0.15% Add +3.2% 328,049 $65.5M
Motley Fool Wealth Management, LLC 3.33% Reduce -25.0% 226,876 $64.5M
APG Asset Management N.V. 0.11% Reduce -8.6% 242,647 $63.8M
National Bank of Canada 0.11% Add +37.5% 212,492 $63.1M
Prudential Financial Inc. 0.09% Reduce -1.3% 219,439 $62.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.22% Reduce -18.4% 216,933 $61.6M
Guggenheim Capital LLC 0.44% Add +2.9% 216,126 $61.4M
Eventide Asset Management, LLC 0.96% Reduce -48.6% 215,282 $61.2M
Danica Pension, Livsforsikringsaktieselskab 1.34% — 211,936 $60.2M
Trillium Asset Management, LLC 1.49% Reduce -0.2% 206,056 $58.5M
Northwestern Mutual Wealth Management Co. 0.06% Reduce -15.2% 204,211 $58.0M
HighTower Advisors, LLC 0.09% Add +21.7% 202,666 $57.6M
Connor, Clark & Lunn Investment Management Ltd. 0.25% Add +95.7% 201,691 $57.3M
Osaic Holdings, Inc. 0.13% Reduce -7.4% 198,070 $56.3M
Wealth Enhancement Advisory Services, LLC 0.14% Reduce -4.6% 195,148 $55.4M
PEAK6 Investments LLC 2.68% Add +2930.4% 194,797 $55.3M
Achmea Investment Management B.V. 1.05% Add +8.9% 193,956 $55.1M
Manufacturers Life Insurance Company, The 0.05% Reduce -11.8% 193,188 $54.9M
Nicholas Company, Inc. 0.90% Reduce -19.3% 191,782 $54.5M
TimesSquare Capital Management, LLC 0.78% Reduce -37.1% 189,449 $53.8M
Asset Management One Co., Ltd. 0.21% Reduce -8.3% 188,964 $53.7M
Nomura Asset Management Co. Ltd. 0.19% Reduce -0.3% 186,079 $52.9M
TD Waterhouse Canada Inc. 0.39% Add +7.9% 221,776 $52.7M
E. Ohman J:or Asset Management AB 1.33% Add +1438.7% 183,100 $52.0M
State of New Jersey Common Pension Fund D 0.16% Add +3.5% 181,380 $51.5M
Menora Mivtachim Holdings LTD. 0.38% Reduce -22.1% 179,334 $51.0M
Bridges Investment Management Inc. 1.59% Reduce -0.0% 179,034 $50.9M
Advisors Capital Management, LLC 0.92% Reduce -5.1% 177,613 $50.5M
Mitsubishi UFJ Trust & Banking Corp 0.12% Reduce -7.7% 177,064 $50.3M
Chevy Chase Trust Holdings, LLC 0.16% Add +0.5% 175,109 $49.8M
State of Wisconsin Investment Board 0.13% Add +2.9% 174,350 $49.5M
Walleye Trading LLC 0.81% New 172,936 $49.1M
Millennium Management 0.04% Add +53.5% 170,823 $48.5M
Migdal Insurance & Financial Holdings Ltd. 0.77% Reduce -25.7% 170,000 $48.3M
Citadel Advisors 0.05% Add +10874.3% 169,992 $48.3M
Ferguson Wellman Capital Management, Inc. 0.98% Add +4.4% 168,950 $48.0M
Cibc World Market Inc. 0.12% Reduce -8.5% 166,080 $47.2M
Sequoia Financial Advisors, LLC 0.59% Reduce -33.9% 165,893 $47.1M
Crosslink Capital Inc. 6.62% Reduce -21.7% 163,660 $46.5M
Skandinaviska Enskilda Banken AB (publ) 0.22% Reduce -30.0% 160,398 $45.6M
Alpha Cubed Investments, LLC 2.38% Reduce -9.7% 160,169 $45.5M
Vontobel Holding Ltd. 0.36% Add +17.6% 159,414 $45.3M
TD Asset Management Inc 0.04% Add +4.7% 157,960 $44.9M
Huntington National Bank 0.47% Add +167.2% 152,345 $43.3M
Ami Asset Management Corp. 2.18% Add +2.7% 150,434 $42.7M
Rafferty Asset Management, LLC 0.16% Add +10.6% 149,406 $42.5M
Treasurer of the State of North Carolina 0.18% Add +7.1% 148,399 $42.2M
Mogy Joel R Investment Counsel Inc. 2.83% Add +1.0% 146,754 $41.7M
Handelsbanken Fonder AB 0.18% Add +43.5% 144,450 $41.0M
Public Employees Retirement System of Ohio 0.16% Reduce -5.5% 143,847 $40.9M
Jia Investment Alliance Pte. LTD. 4.98% Add +19.2% 143,800 $40.9M
Westfield Capital Management Co. LP 0.21% Reduce -37.8% 142,571 $40.5M
Aviva PLC 0.14% Add +15.8% 140,611 $40.0M
Allianz Asset Management GmbH 0.07% Reduce -0.1% 140,112 $39.8M
Washington Trust Advisors, Inc. 3.64% Reduce -10.1% 139,774 $39.7M
Duquesne Family Office 1.06% Add +114.3% 138,718 $39.4M
Cetera Investment Advisers 0.09% Add +284.5% 137,656 $39.1M
Royal London Asset Management Ltd. 0.10% Add +3.7% 137,437 $39.0M
Thomasville National Bank 3.21% Reduce -23.6% 137,206 $39.0M
Aberdeen Group plc 0.08% Reduce -1.2% 136,946 $38.9M
BNP Paribas 1.81% — 136,716 $38.9M
STRS Ohio 0.15% Reduce -22.7% 136,679 $38.8M
CIBC Asset Management Inc 0.13% Add +2.3% 133,941 $38.1M
Impax Asset Management Group plc 0.15% Add +15.0% 133,444 $37.9M
Tran Capital Management, L.P. 4.21% Add +59.5% 132,965 $37.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.26% Add +123.1% 132,216 $37.6M
La Financiere DE L'echiquier 1.61% Reduce -2.5% 131,743 $37.4M
Tocqueville Asset Management L.P. 0.60% Add +17.6% 129,802 $36.9M
Lido Advisors, LLC 0.33% Add +23.3% 129,044 $36.7M
Mn Services Vermogensbeheer B.V. 0.26% Reduce -11.3% 127,400 $36.2M
State of Tennessee, Department of Treasury 0.13% Reduce -14.6% 122,898 $34.9M
Stonegate Investment Group, LLC 1.10% Add +3.9% 122,799 $34.9M
Janney Montgomery Scott LLC 0.10% Reduce -6.4% 121,722 $34.6M
Curi Capital, LLC 0.80% Reduce -1.4% 120,795 $34.3M
Henshaw Capital LLC 1.58% Add +0.2% 119,055 $33.8M
American International Group, Inc. 0.12% Add +3.1% 117,727 $33.4M
Groupama Asset Managment 0.61% Reduce -28.7% 75,629 $33.3M
AQR Capital Management 0.06% Reduce -32.0% 116,797 $33.2M
Comerica Bank 0.14% Reduce -5.4% 116,400 $33.1M
KBC Group NV 0.10% Reduce -21.8% 115,494 $32.8M
Atalanta Sosnoff Capital, LLC 0.74% Add +2.8% 113,140 $32.1M
WASHINGTON TRUST Co 1.18% Reduce -0.2% 113,085 $32.1M
Rokos Capital Management LLP 0.83% New 112,251 $31.9M
Rheos Capital Works Inc. 1.52% Reduce -29.1% 112,000 $31.8M
Toronto Dominion Bank 0.05% Reduce -6.3% 111,779 $31.8M
Adell Harriman & Carpenter Inc. 2.56% Add +1.5% 109,515 $31.1M
Degroof Petercam Asset Management 0.37% Add +1438.2% 109,210 $31.0M
Beacon Pointe Advisors, LLC 0.34% Reduce -4.5% 107,017 $30.4M
Calamos Advisors LLC 0.22% Reduce -35.7% 106,713 $30.3M
Spyglass Capital Management LLC 2.02% Reduce -30.6% 106,558 $30.3M
AMF Tjanstepension AB 0.23% Add +0.8% 106,534 $30.3M
Allen Investment Management, LLC 0.38% No change 106,288 $30.2M
Ziegler Capital Management, LLC 1.14% Add +0.9% 105,500 $30.0M
Brown Advisory Inc. 0.04% Add +15.2% 104,980 $29.8M
Sei Investments Co. 0.04% Reduce -18.8% 104,151 $29.6M
ABN AMRO Bank N.V. 0.44% Add +27.3% 103,887 $29.5M
American Century Companies Inc. 0.02% Reduce -73.4% 103,349 $29.4M
Resona Asset Management Co.,Ltd. 0.17% — 102,440 $29.1M
Forsta Ap-Fonden 0.25% Add +10.1% 102,100 $29.0M
Badgley Phelps Wealth Managers, LLC 0.72% Reduce -2.0% 100,845 $28.7M
Cambridge Trust Co. 1.04% Add +1.7% 97,115 $27.6M
Main Street Research LLC 1.87% Add +3.7% 97,049 $27.6M
Anomaly Capital Management, LP 0.96% Reduce -77.9% 96,011 $27.3M
APG Asset Management US Inc. 0.16% Add +56.0% 96,451 $27.0M
Creative Planning 0.03% Add +74.5% 93,643 $26.6M
Quintet Private Bank (Europe) S.A. 1.17% Add +193.8% 81,531 $26.3M
Thrivent Financial for Lutherans 0.05% Reduce -9.8% 92,528 $26.3M
Arizona State Retirement System 0.18% Reduce -3.0% 90,481 $25.7M
TrinityBridge Ltd 0.93% Reduce -24.7% 89,710 $25.5M
Chesley Taft & Associates LLC 1.30% Add +16.7% 89,339 $25.4M
Zacks Investment Management 0.27% Add +6.8% 89,285 $25.4M
Braun Stacey Associates Inc. 1.00% Reduce -21.5% 88,784 $25.2M
Vista Equity Partners Management, LLC 0.66% Add +1.5% 87,296 $24.8M
State of Michigan Retirement System 0.13% Reduce -70.8% 86,400 $24.5M
Federation des caisses Desjardins du Quebec 0.18% Add +23.9% 86,296 $24.5M
MetLife Investment Management, LLC 0.16% Reduce -1.6% 86,255 $24.5M
PNC Financial Services Group, Inc. 0.02% Add +30.3% 85,443 $24.3M
MAI Capital Management 0.25% Add +1.8% 85,439 $24.3M
Thematics Asset Management 1.00% Reduce -7.8% 84,984 $24.1M
DNB Asset Management AS 0.12% Reduce -18.4% 82,245 $23.4M
Vident Advisory, LLC 0.48% Add +157.4% 81,937 $23.3M
Caisse de depot et placement du Quebec 0.06% Add +16.8% 81,842 $23.3M
Triodos Investment Management BV 2.10% New 81,700 $23.2M
Cambridge Investment Research Advisors, Inc. 0.09% Add +10.7% 79,490 $22.6M
Segall Bryant & Hamill, LLC 0.42% Add +54.8% 78,921 $22.4M
CI Investments Inc. 0.09% Reduce -49.5% 78,325 $22.3M
Frontier Capital Management Co. LLC 0.21% Reduce -54.8% 77,874 $22.1M
GTS Securities LLC 0.60% Add +21.3% 77,829 $22.1M
MayTech Global Investments, LLC 3.61% Add +17.4% 77,567 $22.0M
Arcadia Investment Management Corp. 3.89% Reduce -3.9% 77,331 $22.0M
Lyell Wealth Management, LP 2.19% Add +5.0% 75,814 $21.5M
Trust Co. of Vermont 1.19% Add +10.8% 75,390 $21.4M
Walleye Capital LLC 0.25% New 75,095 $21.3M
Private Capital Advisors, Inc. 2.64% Add +10.9% 74,677 $21.2M
Steward Partners Investment Advisory, LLC 0.23% Add +22.1% 73,637 $20.9M
Tiaa Trust, National Association 0.06% Reduce -5.4% 73,414 $20.9M
Gradient Investments LLC 0.48% Reduce -4.1% 73,184 $20.8M
Isomer Partners LP 14.32% Add +3.7% 72,600 $20.6M
Scotia Capital Inc. 0.12% Add +142.0% 71,474 $20.3M
Xponance LLC 0.21% Add +3.2% 71,461 $20.3M
Clough Capital Partners L P 2.23% New 71,348 $20.3M
Daiwa Securities Group Inc. 0.12% Add +10.1% 71,303 $20.3M
Eastern Bank 0.84% Add +2.0% 71,072 $20.2M
Tredje AP-fonden 0.21% Reduce -38.9% 70,635 $20.1M
Retirement Systems of Alabama 0.08% Add +1.6% 69,590 $19.8M
Summit Partners Public Asset Management, LLC 0.94% Reduce -36.6% 69,257 $19.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.13% Add +1.7% 69,218 $19.7M
Washington Trust Bank 1.87% Reduce -7.7% 69,033 $19.6M
Philadelphia Trust Co. 1.57% Add +31.1% 68,865 $19.6M
Stock Yards Bank & Trust Co. 0.65% Add +20.6% 68,594 $19.5M
Credit Agricole S A 0.33% Add +13.5% 68,848 $19.4M
Edmond DE Rothschild Holding S.A. 0.33% Add +118.6% 67,817 $19.3M
Kodai Capital Management LP 0.45% Add +30.9% 67,299 $19.1M
Amalgamated Bank 0.16% Reduce -13.9% 66,769 $19.0M
Alta Park Capital, LP 2.05% Reduce -44.5% 66,522 $18.9M
Banque Pictet & Cie SA 0.20% Add +57.3% 66,475 $18.9M
Community Trust & Investment Co. 1.33% Reduce -1.2% 66,378 $18.9M
Aquatic Capital Management LLC 0.61% New 66,040 $18.8M
Avalon Global Asset Management LLC 6.03% No change 65,920 $18.7M
Assetmark, Inc. 0.06% Add +12.0% 65,918 $18.7M
Gilder Gagnon Howe & Co. LLC 0.23% Reduce -15.7% 65,631 $18.6M
Varma Mutual Pension Insurance Co 0.16% Add +158.5% 65,230 $18.5M
Texas Permanent School Fund Corp. 0.15% Add +1.6% 65,175 $18.5M
Marco Investment Management LLC 1.74% Add +22.6% 64,937 $18.5M
IFM Investors Pty Ltd 0.20% Add +2.8% 64,186 $18.2M
Oppenheimer & Co. Inc. 0.30% Add +23.2% 62,921 $17.9M
Howard Capital Management Group, LLC 1.37% New 62,751 $17.8M
FIL Ltd 0.02% Reduce -57.3% 62,564 $17.8M
Nwi Management LP 2.43% No change 62,500 $17.8M
Laurion Capital Management LP 0.49% New 61,831 $17.6M
Vestor Capital, LLC 1.48% Add +4.5% 61,820 $17.6M
Natixis Advisors, LLC 0.04% Add +13.6% 60,966 $17.3M
Sapient Capital LLC 0.38% Add +0.3% 60,896 $17.3M
Sandy Spring Bank 0.78% Add +6.8% 60,484 $17.2M
MML Investors Services, LLC 0.07% Add +32.2% 60,437 $17.2M
Integrated Advisors Network LLC 0.87% Add +64.7% 59,957 $17.0M
Azimuth Capital Investment Management LLC 0.70% Reduce -31.1% 59,730 $17.0M
Nixon Peabody Trust Co. 1.54% Add +4.2% 59,108 $16.8M
Cadian Capital Management, LP 0.60% Reduce -78.2% 59,000 $16.8M
Hancock Whitney Corp. 0.58% Add +7.6% 58,853 $16.7M
Rothschild Investment LLC 1.20% Reduce -5.2% 58,524 $16.6M
Silicon Valley Community Foundation 0.60% Reduce -1.6% 57,574 $16.4M
St Germain D J Co. Inc. 0.80% Reduce -1.0% 57,259 $16.3M
Nissay Asset Management Corp. /Japan 0.11% Add +31.7% 56,012 $15.9M
Osborne Partners Capital Management, LLC 0.98% Reduce -24.6% 55,821 $15.9M
Dakota Wealth Management 0.40% Add +141.4% 55,680 $15.8M
Czech National Bank 0.20% Add +1.9% 55,477 $15.8M
Stony Point Capital LLC 5.16% No change 55,314 $15.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.18% Reduce -35.6% 55,033 $15.6M
Kestra Advisory Services, LLC 0.10% Add +39.4% 54,870 $15.6M
Erste Asset Management GmbH 0.21% Add +117.2% 54,992 $15.5M
Cercano Management LLC 0.43% New 54,546 $15.5M
Nisa Investment Advisors, LLC 0.10% Reduce -7.2% 54,251 $15.4M
Advisors Asset Management, Inc. 0.30% Reduce -8.6% 54,122 $15.4M
Shelton Capital Management 0.44% Reduce -8.2% 53,999 $15.3M
Utah Retirement Systems 0.18% Add +1.5% 53,656 $15.2M
Colonial Trust Advisors 1.50% Add +0.3% 53,556 $15.2M
M&T Bank Corp 0.05% Reduce -2.3% 53,342 $15.2M
Cibc World Markets Corp. 0.10% Reduce -37.9% 52,881 $15.0M
UMB Bank, n.a. 0.24% Reduce -48.5% 52,784 $15.0M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 6.34% Add +0.9% 52,710 $15.0M
Swiss Life Asset Management Ltd 0.21% Add +33.6% 52,552 $14.9M
USS Investment Management Ltd 0.12% Add +6.3% 51,955 $14.8M
SG Americas Securities, LLC 0.08% Add +307.5% 51,867 $14.7M
Middleton & Co. Inc. 1.69% Add +21.3% 51,548 $14.6M
Y.D. More Investments Ltd 2.59% Add +34.1% 51,373 $14.6M
Diversify Advisory Services, LLC 0.85% — 51,879 $14.5M
Wesbanco Bank Inc. 0.54% Add +7.2% 50,766 $14.4M
Connectus Wealth, LLC 0.39% Add +13.8% 49,839 $14.2M
Pacer Advisors, Inc. 0.03% Reduce -2.4% 49,424 $14.0M
Andra AP-fonden 0.25% New 49,200 $14.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.15% Add +2.9% 49,148 $14.0M
M.D. Sass, LLC 1.64% Reduce -6.8% 48,808 $13.9M
Beacon Investment Advisory Services, Inc. 0.60% Add +828.7% 48,571 $13.8M
Focus Partners Wealth 0.11% Add +698.7% 48,489 $13.8M
Cyrus J. Lawrence, LLC 3.05% — 48,328 $13.7M
Gateway Investment Advisers LLC 0.16% Add +11.3% 48,209 $13.7M
Mackenzie Financial Corp. 0.02% Reduce -4.4% 48,058 $13.7M
Connors Investor Services Inc. 1.44% Reduce -5.5% 48,035 $13.6M
Abn Amro Investment Solutions 0.24% Reduce -17.6% 47,984 $13.6M
New York Life Investment Management LLC 0.13% Reduce -1.8% 47,695 $13.6M
BOCHK Asset Management Ltd 4.62% Add +435.6% 46,600 $13.2M
B. Riley Wealth Advisors, Inc. 0.35% Reduce -0.8% 55,869 $13.1M
Public Employees Retirement Association of Colorado 0.06% Reduce -0.9% 45,463 $12.9M
Parallax Volatility Advisers, L.P. 0.43% Add +74.2% 45,430 $12.9M
Cohen Klingenstein LLC 0.48% No change 45,300 $12.9M
Teachers Retirement System of the State of Kentucky 0.12% Reduce -9.9% 45,229 $12.8M
Wedbush Securities Inc. 0.47% Add +16.9% 44,711 $12.7M
Consolidated Investment Group LLC 2.04% No change 44,316 $12.6M
Yousif Capital Management, LLC 0.14% Reduce -1.0% 43,753 $12.4M
Louisiana State Employees Retirement System 0.24% Reduce -0.5% 43,700 $12.4M
Renaissance Technologies 0.02% Reduce -89.3% 43,600 $12.4M
Mutual of America Capital Management LLC 0.13% Reduce -1.6% 43,582 $12.4M
United Asset Strategies, Inc. 1.22% Reduce -36.6% 42,829 $12.2M
Man Group plc 0.03% Add +13.8% 42,693 $12.1M
Fiduciary Group, LLC 1.32% Reduce -0.2% 42,526 $12.1M
Freemont Management S.A. 1.84% New 41,900 $11.9M
Randolph Co Inc 1.46% New 41,757 $11.9M
Mercer Global Advisors Inc. 0.03% Add +13.5% 41,639 $11.8M
Dillon & Associates Inc. 1.85% Add +12.0% 41,538 $11.8M
Oppenheimer Asset Management Inc. 0.17% Reduce -16.7% 41,504 $11.8M
Macquarie Group Ltd. 0.01% Reduce -31.2% 40,297 $11.4M
Bank of Nova Scotia 0.02% Reduce -64.9% 40,289 $11.4M
NewEdge Advisors, LLC 0.10% Add +18.2% 40,162 $11.4M
Motco 0.68% Reduce -7.5% 40,081 $11.4M
Great Lakes Advisors, LLC 0.10% Add +16.4% 39,927 $11.3M
Pinnacle Associates Ltd. 0.18% Add +1.7% 39,722 $11.3M
Security National Bank 1.70% Add +0.2% 39,493 $11.2M
LGT Group Foundation 0.26% Reduce -31.2% 39,118 $11.1M
Cresset Asset Management, LLC 0.05% Add +18.6% 38,945 $11.1M
Synovus Financial Corp. 0.14% Add +0.9% 38,702 $11.0M
Wells Trecaso Financial Group, LLC 3.87% Add +1.0% 38,598 $11.0M
Daiichi Life Insurance Co., Ltd. 0.24% Reduce -10.7% 38,185 $10.8M
Kovack Advisors, Inc. 1.30% Add +26.3% 37,662 $10.7M
GPS Wealth Strategies Group, LLC 1.73% Add +28.5% 37,504 $10.7M
S&T Bank 2.04% Reduce -21.8% 37,434 $10.6M
Envestnet Portfolio Solutions, Inc. 0.04% Add +18.3% 37,319 $10.6M
Boston Family Office LLC 0.76% Add +36.3% 37,051 $10.5M
Wallington Asset Management, LLC 1.64% Add +7.0% 36,936 $10.5M
EagleClaw Capital Managment, LLC 1.88% Reduce -3.1% 36,579 $10.4M
Polar Capital Holdings Plc 0.05% Reduce -90.7% 36,161 $10.3M
Wilbanks Smith & Thomas Asset Management LLC 0.29% Add +69.3% 35,999 $10.2M
Premier Fund Managers Ltd 0.40% Reduce -0.4% 36,096 $10.2M
Bokf, NA 0.18% Reduce -3.6% 36,095 $10.1M
Ilmarinen Mutual Pension Insurance Co 0.12% Add +16.7% 35,000 $9.9M
SFE Investment Counsel 2.23% Reduce -12.2% 34,714 $9.9M
Avalon Trust Co 0.81% Add +3.5% 34,675 $9.9M
Ithaka Group LLC 1.86% Reduce -7.6% 34,665 $9.8M
Eagle Global Advisors LLC 0.55% Reduce -0.0% 34,629 $9.8M
Ofi Invest Asset Management 0.27% Add +2615.5% 37,202 $9.8M
State of Alaska, Department of Revenue 0.11% Add +1.9% 34,210 $9.7M
Legacy Trust 2.41% Reduce -1.4% 34,033 $9.7M
HCR Wealth Advisors 1.47% Reduce -0.0% 34,018 $9.7M
Pinnacle Financial Partners Inc 0.21% Add +5.8% 33,978 $9.7M
Atria Wealth Solutions, Inc. 0.11% Add +25.5% 33,829 $9.6M
Private Advisor Group, LLC 0.07% Add +34.7% 33,773 $9.6M
Kestra Private Wealth Services, LLC 0.21% Add +80.7% 33,357 $9.5M
Coastline Trust Co 1.13% Add +58.9% 32,968 $9.4M
BI Asset Management Fondsmaeglerselskab A/S 0.18% Add +3.2% 32,831 $9.3M
Tidal Investments LLC 0.16% Add +45.8% 32,579 $9.3M
Pathstone Holdings, LLC 0.04% Add +1.1% 32,513 $9.2M
Evergreen Capital Management LLC 0.35% Reduce -23.0% 32,510 $9.2M
Sit Investment Associates Inc. 0.21% Add +8.6% 32,455 $9.2M
CFM Wealth Partners LLC 1.85% Add +18.4% 32,396 $9.2M
Hoey Investments, Inc. 2.05% Add +47.5% 32,366 $9.2M
Silvant Capital Management LLC 0.44% Reduce -24.5% 32,137 $9.1M
First American Bank 0.69% Add +2.0% 32,006 $9.1M
Natixis 0.05% Add +82.3% 31,747 $9.0M
Rwa Wealth Partners, LLC 0.12% Reduce -2.2% 31,710 $9.0M
Snowden Capital Advisors LLC 0.28% Add +13.2% 31,493 $8.9M
Trust Co. of Toledo NA 1.39% Add +1.6% 31,367 $8.9M
Crestwood Advisors Group, LLC 0.19% Add +16.2% 31,272 $8.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +6.8% 31,012 $8.8M
Townsquare Capital LLC 0.13% Add +224.9% 30,924 $8.8M
Wellington Shields Capital Management, LLC 1.64% Add +4.1% 30,550 $8.7M
Wills Financial Group, Inc. 4.08% Add +0.5% 30,490 $8.7M
iA Global Asset Management Inc. 0.18% Reduce -44.6% 30,359 $8.6M
Bogart Wealth, LLC 0.44% Reduce -5.5% 30,257 $8.6M
Independent Financial Group, LLC 0.39% Add +67.1% 30,220 $8.6M
S&co Inc. 0.60% Add +5.0% 30,152 $8.6M
Sander Capital Advisors Inc. 4.17% Reduce -29.7% 30,110 $8.6M
Profund Advisors LLC 0.33% Reduce -1.9% 29,910 $8.5M
Senvest Management, LLC 0.32% New 29,500 $8.4M
D.A. Davidson & Co. 0.07% Reduce -7.5% 29,240 $8.3M
Bray Capital Advisors 2.11% Reduce -3.4% 29,220 $8.3M
Tower Research Capital LLC (TRC) 0.20% Reduce -45.3% 29,089 $8.3M
Gotham Asset Management 0.12% Add +2.5% 29,075 $8.3M
Elo Mutual Pension Insurance Co 0.19% Add +6.9% 28,810 $8.2M
Financial Partners Group, LLC 3.16% Reduce -41.0% 28,711 $8.2M
Burr Financial Services, LLC 6.36% Add +2.1% 26,691 $8.2M
Advisory Services Network, LLC 0.18% Reduce -0.7% 28,610 $8.1M
Shell Asset Management Co. 0.37% Add +1.0% 23,846 $8.1M
Leonteq Securities AG 1.09% Add +96.8% 28,395 $8.1M
Banque Cantonale Vaudoise 0.31% Add +52.5% 28,062 $8.0M
Appleton Partners Inc. 0.62% Reduce -13.6% 28,049 $8.0M
NBW Capital LLC 1.62% Reduce -9.1% 27,956 $7.9M
Atria Investments, Inc 0.11% Reduce -17.7% 27,860 $7.9M
Sierra Summit Advisors LLC 2.15% Add +4.3% 27,771 $7.9M
Financial Counselors Inc. 0.13% Add +5.4% 27,729 $7.9M
Stephens Investment Management Group LLC 0.10% Reduce -84.2% 27,459 $7.8M
Bessemer Group Inc. 0.01% Reduce -94.8% 27,374 $7.8M
Telos Capital Management, Inc. 0.88% Add +347.1% 27,340 $7.8M
Gulf International Bank (UK) Ltd 0.20% Add +0.3% 27,340 $7.8M
Oregon Public Employees Retirement Fund 0.15% Reduce -33.2% 26,973 $7.7M
Vanguard Personalized Indexing Management, LLC 0.16% Add +8.9% 26,930 $7.7M
Boston Financial Mangement LLC 0.24% Reduce -0.8% 26,868 $7.6M
Searle & Co. 1.93% No change 26,667 $7.6M
First National Trust Co 0.31% Add +14.2% 26,647 $7.6M
Spire Wealth Management 0.14% Reduce -3.4% 26,566 $7.5M
Spirepoint Private Client, LLC 1.15% — 26,538 $7.5M
Prudential PLC 0.06% Add +21.9% 26,486 $7.5M
Brookstone Capital Management 0.13% Add +48.4% 26,404 $7.5M
Carroll Investors, Inc 5.57% Reduce -0.5% 26,066 $7.4M
Covenant Asset Management, LLC 1.79% Add +1.4% 25,941 $7.4M
Elk River Wealth Management LLC 1.49% Reduce -8.0% 25,783 $7.3M
Trifecta Capital Advisors, LLC 1.78% Add +3.1% 25,745 $7.3M
Sycomore Asset Management 1.60% Reduce -1.0% 26,093 $7.3M
O'shaughnessy Asset Management, LLC 0.08% Add +12.1% 25,490 $7.2M
Asio Capital, LLC 1.54% Add +5.1% 25,460 $7.2M
China Universal Asset Management Co., Ltd. 0.92% Reduce -4.7% 25,457 $7.2M
Qube Research & Technologies Ltd 0.01% Add +9.2% 25,317 $7.2M
Teamwork Financial Advisors, LLC 1.11% New 25,316 $7.2M
Ethic Inc. 0.18% Add +5.2% 25,210 $7.2M
Teca Partners, LP 4.55% Add +21.1% 25,196 $7.2M
Ascent Wealth Partners, LLC 1.06% Add +1.4% 25,175 $7.2M
Commerce Bank 0.05% Add +5.9% 25,168 $7.2M
Portland Global Advisors LLC 0.97% Add +3.0% 25,137 $7.1M
CMH Wealth Management LLC 1.81% Reduce -41.6% 25,006 $7.1M
Illinois Municipal Retirement Fund 0.11% No change 24,960 $7.1M
Legacy Wealth Management, LLC / MS 3.18% Add +47.9% 24,810 $7.0M
Parallel Advisors, LLC 0.19% Reduce -2.8% 24,719 $7.0M
Seven Eight Capital, LP 0.72% Reduce -0.8% 24,393 $6.9M
Citizens Business Bank 1.44% Reduce -0.4% 24,281 $6.9M
Bailard, Inc. 0.19% Add +15.4% 24,038 $6.8M
Kentucky Farm Bureau Mutual Insurance Co 1.61% No change 24,000 $6.8M
Farmers & Merchants Investments Inc. 0.23% Add +11603.9% 23,993 $6.8M
Kentucky Retirement Systems 0.20% Reduce -3.7% 23,945 $6.8M
Nia Impact Advisors, LLC 2.70% — 23,872 $6.8M
Strategic Global Advisors, LLC 1.46% Reduce -5.7% 23,828 $6.8M
Goelzer Investment Management, Inc. 0.38% Reduce -9.1% 23,787 $6.8M
Zweig-DiMenna Associates LLC 0.60% Add +1.9% 23,786 $6.8M
Robocap Asset Management Ltd 4.58% Add +589.8% 23,523 $6.7M
United Capital Financial Advisors, LLC 0.05% Add +7.5% 23,435 $6.7M
Maryland State Retirement & Pension System 0.13% Add +2.1% 23,967 $6.6M
Hills Bank & Trust Co 0.55% Add +1.9% 23,000 $6.5M
Mediolanum International Funds Ltd 0.11% — 22,997 $6.5M
Gladstone Institutional Advisory LLC 0.36% Reduce -1.0% 22,792 $6.5M
First Interstate Bank 0.45% Reduce -3.7% 22,781 $6.5M
Global X Japan Co., Ltd. 1.37% Add +696.6% 22,744 $6.5M
NorthCrest Asset Manangement, LLC 0.22% Reduce -0.2% 22,701 $6.4M
EDENTREE ASSET MANAGEMENT Ltd 2.04% Add +10.2% 22,652 $6.4M
BigSur Wealth Management LLC 2.00% Add +110.2% 22,505 $6.4M
PGGM Investments 0.09% Reduce -8.9% 22,324 $6.3M
Geneos Wealth Management Inc. 0.29% Add +169.2% 22,292 $6.3M
McKinley Capital Management LLC 0.76% Reduce -16.3% 22,257 $6.3M
1ST Source Bank 0.37% Add +14.3% 22,247 $6.3M
Mgo One Seven LLC 0.33% Add +2.4% 22,236 $6.3M
Canal Capital Management, LLC 1.05% Reduce -2.3% 22,108 $6.3M
Marietta Wealth Management, LLC 1.04% Reduce -6.1% 22,089 $6.3M
Independent Advisor Alliance 0.23% Reduce -3.5% 22,001 $6.3M
Allianz SE 0.19% — 43,097 $6.1M
Stratos Wealth Advisors, LLC 0.36% Add +14.2% 21,543 $6.1M
Sand Hill Global Advisors, LLC 0.29% Reduce -0.0% 21,432 $6.1M
Wealthfront Advisers LLC 0.02% Reduce -0.1% 21,114 $6.0M
Maven Securities LTD 0.36% Add +2356.1% 21,073 $6.0M
Bouvel Investment Partners, LLC 2.58% Reduce -0.6% 21,012 $6.0M
Twin Tree Management, LP 0.13% New 20,872 $5.9M
Wolverine Trading, LLC 0.06% Reduce -57.6% 20,869 $5.9M
Nikulski Financial, Inc. 1.97% Add +25.4% 20,869 $5.9M
Montag & Caldwell, LLC 1.01% Reduce -57.5% 20,715 $5.9M
Nomura Holdings Inc. 0.05% Reduce -5.1% 20,660 $5.9M
Park Avenue Securities LLC 0.08% Add +8.7% 20,468 $5.8M
Moody LYNN Lieberson & Walker, LLC 0.39% Reduce -40.3% 20,385 $5.8M
Hartford Investment Management Co. 0.20% Reduce -2.7% 20,373 $5.8M
QRG Capital Management, Inc. 0.07% Reduce -1.1% 20,296 $5.8M
Stephens Inc. 0.09% Reduce -14.1% 19,740 $5.6M
Hamilton Wealth, LLC 1.74% Add +48.7% 19,655 $5.6M
Colonial Trust Co / SC 1.04% Add +4.5% 19,640 $5.6M
Hantz Financial Services, Inc. 0.11% Add +0.3% 19,639 $5.6M
Formuepleje A/S 0.32% New 19,630 $5.6M
Abacus FCF Advisors LLC 1.39% Add +8.4% 19,540 $5.6M
Bank Pictet & Cie (Europe) AG 0.14% Reduce -6.0% 19,507 $5.5M
Knollwood Investment Advisory, LLC 1.00% No change 19,394 $5.5M
FFG Partners, LLC 2.38% Reduce -52.1% 19,233 $5.5M
Morse Asset Management, Inc 1.40% Add +7.9% 19,100 $5.4M
Squarepoint Ops LLC 0.02% Reduce -95.4% 19,082 $5.4M
First Financial Bankshares Inc 0.12% Reduce -21.2% 19,078 $5.4M
Community Financial Services Group, LLC 1.23% — 19,051 $5.4M
CHURCHILL MANAGEMENT Corp 0.07% Reduce -38.4% 19,012 $5.4M
Pursue Wealth Partners LLC 3.17% Add +12.2% 18,977 $5.4M
Linscomb Wealth, Inc. 0.27% Reduce -1.0% 18,571 $5.3M
Securian Asset Management, Inc. 0.15% Reduce -5.8% 18,549 $5.3M
L & S Advisors Inc 0.66% Reduce -59.2% 18,155 $5.2M
Meridian Wealth Management, LLC 0.86% Reduce -3.0% 18,116 $5.1M
Modus Advisors, LLC 1.90% Add +1.6% 18,108 $5.1M
Riggs Asset Managment Co. Inc. 1.49% Reduce -2.3% 18,022 $5.1M
Strategic Blueprint, LLC 0.36% Add +15.3% 17,990 $5.1M
Foundations Investment Advisors, LLC 0.13% Add +28.4% 17,857 $5.1M
Donor Advised Charitable Giving, Inc. 0.16% No change 17,798 $5.1M
HUB Investment Partners, LLC 0.28% Add +9.0% 17,763 $5.0M
Waldron Private Wealth LLC 0.23% Add +0.3% 17,741 $5.0M
NEOS Investment Management LLC 0.31% Add +19.8% 17,735 $5.0M
Bridgeway Capital Management, LLC 0.10% Reduce -20.6% 17,700 $5.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.57% Reduce -1.2% 17,686 $5.0M
Ieq Capital, LLC 0.07% Add +9.8% 17,665 $5.0M
Lazard Asset Management LLC 0.01% Reduce -12.7% 17,670 $5.0M
Coastal Bridge Advisors, LLC 1.15% No change 17,585 $5.0M
Traynor Capital Management, Inc. 0.48% Add +192.7% 17,580 $5.0M
Forbes J M & Co. LLP 0.54% New 17,561 $5.0M
King Luther Capital Management Corp. 0.02% Add +520.5% 17,510 $5.0M
CMT Capital Markets Trading GmbH 2.27% New 17,500 $5.0M
Elite Wealth Management, Inc. 1.21% Reduce -20.4% 17,495 $5.0M
Banco Santander, S.A. 0.06% Reduce -19.2% 17,488 $5.0M
Flputnam Investment Management Co. 0.11% Add +9.1% 17,442 $5.0M
Zions Bancorporation, N.A. 0.36% Reduce -14.0% 17,147 $4.9M
Alpine Woods Capital Investors, LLC 0.97% Reduce -9.2% 16,735 $4.9M
InTrack Investment Management Inc 3.61% Reduce -5.2% 17,128 $4.9M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -7.7% 17,082 $4.9M
Great Valley Advisor Group, Inc. 0.15% Add +12.0% 17,053 $4.8M
Hoylecohen, LLC 0.37% Add +37.4% 17,015 $4.8M
Mairs & Power Inc. 0.05% Add +13.1% 17,013 $4.8M
Bensler, LLC 0.70% Add +20.4% 16,970 $4.8M
YHB Investment Advisors, Inc. 0.43% Add +4.8% 16,948 $4.8M
Panagora Asset Management Inc. 0.03% Reduce -94.4% 16,934 $4.8M
Sfmg, LLC 0.41% Add +1879.3% 16,824 $4.8M
Reliant Investment Management, LLC 2.23% Add +2.8% 16,735 $4.8M
Cwm, LLC 0.02% Add +54.5% 16,689 $4.7M
Readystate Asset Management LP 0.25% New 16,525 $4.7M
Atlantic Union Bankshares Corp 0.39% Reduce -3.0% 16,402 $4.7M
Sigma Planning Corp 0.15% Add +312.3% 16,337 $4.6M
Nicollet Investment Management, Inc. 1.71% Add +0.8% 16,337 $4.6M
Mirador Capital Partners LP 0.88% Add +182.1% 16,277 $4.6M
Van Eck Associates Corp. 0.01% Add +37.8% 16,239 $4.6M
Beck Capital Management, LLC 1.32% Add +25.6% 16,142 $4.6M
Burney Co./ 0.17% Reduce -13.3% 16,050 $4.6M
Crossmark Global Holdings, Inc. 0.09% Reduce -26.1% 16,050 $4.6M
Weatherly Asset Management L. P. 0.44% Add +2.1% 16,046 $4.6M
SpiderRock Advisors, LLC 0.15% — 15,901 $4.5M
Yelin Lapidot Holdings Management Ltd. 0.93% Reduce -0.1% 15,947 $4.5M
Lake Street Private Wealth, LLC 0.63% Add +41.7% 15,946 $4.5M
United Capital Management of KS, Inc. 1.04% Add +0.7% 15,914 $4.5M
Mendel Money Management 2.09% Reduce -7.7% 15,881 $4.5M
Castle Rock Wealth Management, LLC 1.23% Add +25.2% 15,632 $4.5M
Norway Savings Bank 1.87% Reduce -0.3% 15,791 $4.5M
Quantitative Investment Management, LLC 0.26% Reduce -62.4% 15,772 $4.5M
New Mexico Educational Retirement Board 0.16% No change 15,700 $4.5M
Argent Trust Co 0.20% Reduce -2.6% 15,428 $4.4M
Jamison Private Wealth Management, Inc. 0.74% Add +0.4% 15,378 $4.4M
Balyasny Asset Management L.P. 0.01% Reduce -84.4% 15,371 $4.4M
Exchange Traded Concepts, LLC 0.11% Add +52.2% 15,268 $4.3M
CenterBook Partners LP 0.30% New 15,235 $4.3M
Longbow Finance SA 0.44% Reduce -8.8% 15,174 $4.3M
Walter Public Investments Inc. 0.84% Reduce -62.8% 15,122 $4.3M
Strategic Planning Group, LLC 1.07% Add +24.4% 15,066 $4.3M
Archon Partners LLC 0.52% New 15,015 $4.3M
Westwood Wealth Management 2.09% Add +0.3% 14,978 $4.3M
Bradley Foster & Sargent Inc. 0.08% Reduce -38.4% 14,941 $4.2M
Jump Financial, LLC 0.12% Reduce -43.9% 14,844 $4.2M
Smithbridge Asset Management Inc. 0.87% Reduce -5.7% 14,807 $4.2M
Orion Porfolio Solutions, LLC 0.04% Reduce -0.0% 14,797 $4.2M
Orion Portfolio Solutions, LLC 0.04% Reduce -0.0% 14,797 $4.2M
Ramsay, Stattman, Vela & Price, Inc. 0.79% Reduce -0.1% 14,545 $4.1M
Highline Wealth Partners LLC 1.67% Add +0.9% 14,443 $4.1M
Dorsey Wright & Associates 1.06% Add +195.4% 14,366 $4.1M
Benjamin F. Edwards & Company, Inc. 0.07% Add +20.0% 14,360 $4.1M
Caliber Wealth Management, LLC 2.17% Reduce -2.6% 14,332 $4.1M
Woodmont Investment Counsel LLC 0.34% Add +2.3% 14,267 $4.1M
Kingsview Wealth Management, LLC 0.10% Add +38.6% 14,229 $4.0M
Patton Fund Management, Inc. 0.73% Reduce -9.8% 14,218 $4.0M
Kingfisher Capital LLC 0.97% Reduce -0.7% 14,046 $4.0M
BOK Financial Private Wealth, Inc. 0.30% Reduce -5.2% 14,035 $4.0M
Ashton Thomas Private Wealth, LLC 0.23% Reduce -8.3% 13,997 $4.0M
Harel Insurance Investments & Financial Services Ltd. 0.08% Reduce -95.1% 13,950 $4.0M
Fiduciary Trust Co 0.06% Add +31.0% 13,815 $3.9M
Core Alternative Capital 0.70% Reduce -0.7% 13,800 $3.9M
NewEdge Wealth, LLC 0.09% Add +15.3% 13,161 $3.9M
Natixis Investment Managers International 0.26% Add +70.1% 13,627 $3.9M
Hollencrest Capital Management 0.18% Add +1.7% 13,609 $3.9M
Integrated Wealth Concepts LLC 0.06% Add +2.1% 13,555 $3.9M
Siemens Fonds Invest GmbH 0.29% Reduce -24.0% 13,447 $3.8M
Ipswich Investment Management Co., Inc. 0.89% Add +6.3% 13,440 $3.8M
Savoie Capital LLC 0.53% Add +35.3% 13,429 $3.8M
IMC-Chicago, LLC 0.13% New 13,383 $3.8M
ROI Financial Advisors, LLC 2.96% Reduce -2.8% 13,256 $3.8M
Valeo Financial Advisors, LLC 0.13% Add +109.0% 12,790 $3.8M
Benson Investment Management Company, Inc. 1.59% Reduce -27.1% 13,118 $3.7M
Raymond James Trust N.A. 0.09% Reduce -2.1% 13,066 $3.7M
Prospera Financial Services Inc 0.11% Reduce -25.2% 13,003 $3.7M
Duncker Streett & Co. Inc. 0.73% Add +2526.4% 12,948 $3.7M
Vestcor Inc 0.13% Reduce -29.0% 12,934 $3.7M
Legal Advantage Investments, Inc. 2.05% Add +8.4% 12,925 $3.7M
CENTRAL TRUST Co 0.09% Add +4.7% 12,878 $3.7M
Norinchukin Bank, The 0.11% Reduce -0.3% 12,851 $3.7M
Trinity Legacy Partners, LLC 1.07% Add +42.1% 12,850 $3.7M
Ameritas Investment Partners, Inc. 0.13% Add +1.4% 12,830 $3.6M
Old National Bancorp 0.09% Reduce -17.5% 12,742 $3.6M
Metropolitan Life Insurance Co 0.16% Add +0.5% 12,717 $3.6M
Level Four Advisory Services, LLC 0.20% Add +4.2% 12,209 $3.6M
B & T Capital Management DBA Alpha Capital Management 0.70% Reduce -5.8% 12,546 $3.6M
Jacobs & Co. 0.38% Add +3.0% 12,503 $3.6M
Clearstead Advisors, LLC 0.18% Add +18.7% 11,751 $3.6M
Metis Global Partners, LLC 0.13% Add +0.2% 12,451 $3.5M
Harbour Trust & Investment Management Co 0.44% New 12,370 $3.5M
Jefferies Financial Group Inc. 0.08% Reduce -86.2% 12,292 $3.5M
Hennion & Walsh Asset Management, Inc. 0.19% Add +25.5% 12,279 $3.5M
Lombard Odier Asset Management (Switzerland) SA 0.25% New 12,274 $3.5M
Ibex Wealth Advisors 0.94% — 24,957 $3.5M
IPG Investment Advisors LLC 0.76% Add +9.6% 12,173 $3.5M
Laffer Tengler Investments, Inc. 1.13% Reduce -9.3% 12,171 $3.5M
Prevail Innovative Wealth Advisors, LLC 1.28% New 12,160 $3.5M
BNC Wealth Management, LLC 1.47% New 12,107 $3.4M
Ostrum Asset Management 0.27% Reduce -19.8% 12,066 $3.4M
OneDigital Investment Advisors LLC 0.05% Reduce -80.4% 12,046 $3.4M
Westerly Capital Management, LLC 1.78% New 12,000 $3.4M
Quantinno Capital Management LP 0.07% Add +68.8% 11,966 $3.4M
Howe & Rusling Inc. 0.32% Reduce -0.6% 11,926 $3.4M
Sitrin Capital Management LLC 1.85% Reduce -0.3% 11,923 $3.4M
Geneva Partners, LLC 1.49% Reduce -6.0% 11,917 $3.4M
Whalerock Point Partners, LLC 0.95% Add +53.1% 11,876 $3.4M
Harmony Asset Management LLC 1.39% Add +13.2% 11,830 $3.4M
MADDEN SECURITIES Corp 1.55% Add +51.5% 11,825 $3.4M
Cornerstone Wealth Group, LLC 0.31% Add +14.9% 11,784 $3.3M
Principal Securities, Inc. 0.10% Add +240.5% 11,774 $3.3M
Greenwood Capital Associates LLC 0.44% New 11,646 $3.3M
Lynch Asset Management, Inc. 1.55% Add +2.3% 11,600 $3.3M
Jaffetilchin Investment Partners, LLC 0.29% Add +3.8% 11,559 $3.3M
Connable Office Inc. 0.37% Reduce -2.0% 11,470 $3.3M
Cypress Asset Management Inc. 0.88% Add +13.0% 11,413 $3.3M
Long Run Wealth Advisors, LLC 0.85% Add +3.1% 11,416 $3.2M
Laird Norton Wetherby Wealth Management, LLC 0.15% Reduce -8.2% 11,386 $3.2M
Fidelis Capital Partners, LLC 0.49% Add +15.2% 11,384 $3.2M
Principle Wealth Partners LLC 0.25% Add +5.1% 11,359 $3.2M
Harvest Fund Management Co., Ltd 0.29% Add +103.9% 11,303 $3.2M
Burns J W & Co. Inc. 0.44% Add +7.2% 11,219 $3.2M
Linden Thomas Advisory Services, LLC 0.51% Add +5.1% 11,157 $3.2M
AXS Investments LLC 0.76% Reduce -8.3% 11,097 $3.2M
Venture Visionary Partners LLC 0.15% Add +14.1% 10,959 $3.1M
Cyndeo Wealth Partners, LLC 0.26% Reduce -13.6% 10,955 $3.1M
EFG Asset Management (North America) Corp. 0.54% Add +28.9% 10,912 $3.1M
Keybank National Association 0.01% Add +3.2% 10,905 $3.1M
WD Rutherford LLC 1.60% Reduce -5.0% 10,888 $3.1M
Canvas Wealth Advisors, LLC 1.04% Add +27.2% 11,149 $3.1M
Motley Fool Asset Management LLC 0.20% Add +17.1% 10,882 $3.1M
ExodusPoint Capital Management, LP 0.04% New 10,867 $3.1M
WealthShield Partners, LLC 0.50% Add +5.5% 10,857 $3.1M
Commons Capital, LLC 4.46% Add +4.4% 10,792 $3.1M
Equitable Holdings, Inc. 0.03% Add +91.6% 10,784 $3.1M
Clarity Financial LLC 0.47% New 10,779 $3.1M
Dynamic Advisor Solutions LLC 0.10% Add +233.6% 10,760 $3.1M
Ossiam 0.05% Add +29.8% 10,747 $3.1M
Centaurus Financial, Inc. 0.21% Add +363.2% 10,724 $3.0M
EverSource Wealth Advisors, LLC 0.24% Add +2.3% 10,418 $3.0M
Bfsg, LLC 0.40% New 10,548 $3.0M
Knights of Columbus Asset Advisors LLC 0.22% Reduce -0.6% 10,538 $3.0M
Alps Advisors Inc. 0.02% Add +3.4% 10,524 $3.0M
Cornercap Investment Counsel Inc. 0.46% Add +0.1% 10,496 $3.0M
Next Century Growth Investors LLC 0.26% Add +1.4% 10,489 $3.0M
Garrison Asset Management, LLC 1.56% Reduce -0.7% 10,458 $3.0M
IHT Wealth Management, LLC 0.12% Add +59.1% 10,437 $3.0M
Nvwm, LLC 0.81% Add +94.0% 10,414 $3.0M
Kentucky Retirement Systems Insurance Trust Fund 0.20% Reduce -6.0% 10,405 $3.0M
First American Trust, FSB 0.31% Add +11.0% 10,402 $3.0M
KKM Financial LLC 1.44% Reduce -26.6% 10,396 $3.0M
Virtu Financial LLC 0.22% Add +274.7% 10,346 $2.9M
Avantax Advisory Services, Inc. 0.03% Add +13.5% 10,319 $2.9M
Maverick Capital 0.06% Add +25.3% 10,226 $2.9M
Magnus Financial Group LLC 0.35% Add +3.6% 10,220 $2.9M
Johnson Investment Counsel Inc. 0.03% Reduce -1.6% 10,145 $2.9M
Sandler Capital Management 0.35% Reduce -56.0% 10,115 $2.9M
Assenagon Asset Management S.A. 0.01% Reduce -91.1% 10,085 $2.9M
TrinityPoint Wealth, LLC 0.47% New 10,022 $2.8M
Northwestern Mutual Investment Management Company, LLC 0.07% Add +1.7% 10,005 $2.8M
SVB Wealth LLC 0.06% Add +15.4% 9,967 $2.8M
Greenleaf Trust 0.03% Add +71.1% 9,958 $2.8M
Apollon Wealth Management, LLC 0.09% Add +29.6% 9,952 $2.8M
Wambolt & Associates, LLC 0.85% Add +73.9% 10,106 $2.8M
Del-Sette Capital Management, LLC 2.32% Reduce -23.4% 9,934 $2.8M
Neville Rodie & Shaw Inc. 0.22% Add +15.1% 9,931 $2.8M
Missouri Trust & Investment Co 1.09% Add +20.8% 9,909 $2.8M
Alaethes Wealth, LLC 1.22% Reduce -0.6% 9,810 $2.8M
Deane Retirement Strategies, Inc. 1.41% New 9,753 $2.8M
Redwood Investments, LLC 0.81% No change 11,332 $2.8M
Peterson Wealth Management 1.98% New 9,668 $2.7M
Carmignac Gestion 0.04% Reduce -37.9% 9,669 $2.7M
Herbst Group, LLC 1.69% Add +3.3% 9,593 $2.7M
Enterprise Bank & Trust Co 0.93% Reduce -24.7% 9,557 $2.7M
SYSTM Wealth Solutions LLC 0.34% Add +4.5% 9,550 $2.7M
TBH Global Asset Management, LLC 0.54% Add +101.5% 9,495 $2.7M
CreativeOne Wealth, LLC 0.11% Add +126.6% 9,489 $2.7M
Pallas Capital Advisors LLC 0.11% Reduce -39.5% 9,489 $2.7M
RFG Advisory, LLC 0.09% Add +23.7% 9,470 $2.7M
International Assets Investment Management, LLC 0.28% Add +38.0% 9,629 $2.7M
StoneCrest Wealth Management, Inc. 2.31% Reduce -11.6% 9,404 $2.7M
Comprehensive Financial Management LLC 0.09% No change 9,402 $2.7M
Lincoln National Corp. 0.04% Add +83.9% 9,351 $2.7M
Somerset Group LLC 2.49% Reduce -23.1% 9,341 $2.7M
Welch & Forbes LLC 0.04% Add +0.2% 9,329 $2.7M
Westhampton Capital, LLC 1.43% Add +0.0% 9,198 $2.6M
Perpetual Ltd 0.03% Reduce -28.0% 9,168 $2.6M
1858 Wealth Management, LLC 2.47% No change 8,831 $2.6M
Fort Sheridan Advisors LLC 0.49% Add +8.3% 9,137 $2.6M
Shorepoint Capital Partners LLC 0.63% Reduce -32.3% 9,064 $2.6M
Dover Advisors, LLC 1.76% Add +28.8% 9,048 $2.6M
Prime Capital Investment Advisors, LLC 0.04% Reduce -27.4% 9,030 $2.6M
Ascension Asset Management LLC 1.38% — 9,025 $2.6M
Stratos Wealth Partners, LTD. 0.04% Add +39.7% 8,933 $2.5M
Insigneo Advisory Services, LLC 0.30% Add +42.7% 8,876 $2.5M
Boomfish Wealth Group, LLC 1.68% Reduce -7.7% 8,790 $2.5M
PFG Investments, LLC 0.15% Add +31.6% 8,751 $2.5M
Mutual Advisors, LLC 0.08% Add +134.2% 8,751 $2.5M
Northeast Investment Management 0.12% New 8,739 $2.5M
Bender Robert & Associates 0.58% Add +9.8% 8,729 $2.5M
GAMCO Investors 0.03% Reduce -59.1% 8,712 $2.5M
Field & Main Bank 0.95% Reduce -1.3% 8,592 $2.4M
Bar Harbor Wealth Management 0.16% Add +74.4% 8,561 $2.4M
KRS Capital Management, LLC 1.95% Add +4.3% 8,520 $2.4M
Triasima Portfolio Management inc. 0.20% Reduce -12.8% 8,512 $2.4M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.66% Add +14.9% 8,500 $2.4M
SteelPeak Wealth, LLC 0.12% Add +41.7% 8,454 $2.4M
Executive Wealth Management, LLC 0.21% Add +13.8% 8,588 $2.4M
Evolutionary Tree Capital Management, LLC 2.41% Add +21.0% 8,432 $2.4M
LGT Fund Management Co Ltd. 1.00% Add +24.0% 8,430 $2.4M
Nicholas Investment Partners, LP 0.27% Add +23.8% 8,428 $2.4M
Baldwin Investment Management, LLC 0.32% Add +10.8% 8,412 $2.4M
Horizon Investments, LLC 0.06% Add +2.7% 8,410 $2.4M
First Manhattan Co. Llc. 0.01% Add +61.5% 8,406 $2.4M
Verition Fund Management LLC 0.03% Reduce -24.4% 8,358 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.12% Add +11.2% 8,353 $2.4M
Capstone Investment Advisors, LLC 0.08% Add +638.9% 8,335 $2.4M
Brick & Kyle, Associates 1.05% Add +25.6% 8,736 $2.4M
Benchmark Investment Advisors LLC 1.85% Reduce -4.9% 8,242 $2.3M
Fred Alger Management, LLC 0.01% Add +79.6% 8,204 $2.3M
XR Securities LLC 0.68% Add +151.2% 8,179 $2.3M
Institute for Wealth Management, LLC. 0.30% Add +4.3% 8,168 $2.3M
NBT Bank, N.A. 0.17% Add +2.9% 8,158 $2.3M
Avitas Wealth Management LLC 0.35% Reduce -1.4% 8,149 $2.3M
Two Sigma Securities, LLC 0.11% New 8,142 $2.3M
Bard Financial Services, Inc. 0.25% Reduce -2.3% 8,130 $2.3M
HB Wealth Management, LLC 0.03% Add +12.2% 8,130 $2.3M
Anderson Hoagland & Co. 0.26% New 8,219 $2.3M
KG Capital Management 0.91% Add +165.4% 8,053 $2.3M
Teacher Retirement System of Texas 0.01% Reduce -79.3% 8,019 $2.3M
David J Yvars Group 1.54% New 8,014 $2.3M
Maytus Capital Management, LLC 0.96% New 8,000 $2.3M
Aft, Forsyth & Sober, LLC 0.80% No change 8,000 $2.3M
KMG Fiduciary Partners, LLC 0.23% Add +34.3% 7,983 $2.3M
Pinnacle Wealth Management, LLC 2.36% New 7,966 $2.3M
Rossmore Private Capital 0.29% Add +0.2% 7,925 $2.3M
Cubist Systematic Strategies, LLC 0.03% New 7,917 $2.2M
Florida Trust Wealth Management Co 0.08% Add +56.9% 7,915 $2.2M
Strategic Wealth Partners, Ltd. 0.25% Reduce -21.9% 7,896 $2.2M
Certified Advisory Corp 0.31% Add +1.9% 7,880 $2.2M
Hodges Capital Management Inc. 0.14% Reduce -14.6% 7,866 $2.2M
Xcel Wealth Management, LLC 0.70% Add +67.8% 7,855 $2.2M
GS Investments, Inc. 1.08% Add +99.6% 7,847 $2.2M
Azzad Asset Management Inc. 0.26% New 7,833 $2.2M
Zimmermann Investment Management & Planning LLC 0.80% Add +4.4% 7,797 $2.2M
Ingalls & Snyder LLC 0.10% Reduce -5.9% 7,767 $2.2M
Iowa State Bank 0.49% New 7,745 $2.2M
Vinva Investment Management Ltd 0.12% Reduce -27.1% 7,730 $2.2M
Analyst IMS Investment Management Services Ltd. 0.10% No change 7,730 $2.2M
Procyon Advisors, LLC 0.17% Add +375.8% 7,727 $2.2M
SeaCrest Wealth Management, LLC 0.27% Reduce -0.7% 7,724 $2.2M
Mission Wealth Management, LP 0.06% Add +158.9% 7,707 $2.2M
UniSuper Management Pty Ltd 0.02% Reduce -79.3% 7,647 $2.2M
Oxler Private Wealth LLC 0.85% Add +477.3% 7,620 $2.2M
Jasper Ridge Partners, L.P. 0.07% No change 7,593 $2.2M
Andrew Hill Investment Advisors, Inc. 1.90% Reduce -42.6% 7,566 $2.1M
Fox Hill Wealth Management 1.44% Add +39.0% 7,544 $2.1M
Aft, Forsyth & Company, Inc. 1.22% Add +3.4% 7,516 $2.1M
Caldwell Trust Co 0.25% Add +18.5% 7,512 $2.1M
Avestar Capital, LLC 0.24% Reduce -1.4% 7,498 $2.1M
St. Clair Advisors, LLC 0.69% Add +7.2% 7,495 $2.1M
LMCG Investments, LLC 0.13% Add +13.1% 7,480 $2.1M
Westwood Holdings Group Inc. 0.02% Add +11.0% 7,468 $2.1M
Nations Financial Group Inc, /Ia/ 0.18% Add +46.2% 7,458 $2.1M
Moors & Cabot, Inc. 0.11% Add +17.6% 7,453 $2.1M
Baader Bank Aktiengesellschaft 0.17% Add +2.8% 7,396 $2.1M
Headinvest, LLC 0.41% Add +0.1% 7,386 $2.1M
FORA Capital, LLC 0.17% New 7,374 $2.1M
Cornerstone Enterprises, LLC 1.54% New 7,498 $2.1M
Regions Financial Corp. 0.02% Reduce -3.9% 7,358 $2.1M
Snider Financial Group 0.87% New 7,356 $2.1M
Trust Investment Advisors 1.50% Reduce -9.6% 7,319 $2.1M
Tealwood Asset Management Inc. 0.94% Reduce -0.1% 7,308 $2.1M
Counterweight Ventures, LLC 1.66% Reduce -15.1% 7,262 $2.1M
Zega Financial, LLC 0.89% Add +35.1% 7,238 $2.1M
CW Advisors, LLC 0.04% Reduce -10.1% 7,220 $2.1M
Two Sigma Investments, LP 0.01% Add +0.1% 7,209 $2.0M
Caprock Group, LLC 0.12% Add +14.9% 7,192 $2.0M
J.W. Cole Advisors, Inc. 0.10% Add +322.2% 7,190 $2.0M
DE Burlo Group Inc. 0.27% Reduce -81.6% 7,185 $2.0M
Kornitzer Capital Management Inc. 0.04% Reduce -18.1% 7,152 $2.0M
Columbia Bank 0.83% — 7,110 $2.0M
Fiducient Advisors LLC 0.40% Add +20.5% 7,090 $2.0M
Newman Dignan & Sheerar, Inc. 0.54% Add +0.5% 7,059 $2.0M
Cary Street Partners Investment Advisory LLC 0.08% Add +216.0% 7,049 $2.0M
PKO Investment Management Joint-Stock Co 0.24% New 7,000 $2.0M
Public Sector Pension Investment Board 0.01% Reduce -3.3% 7,022 $2.0M
Ameritas Advisory Services, LLC 0.08% Add +51.6% 6,785 $2.0M
EP Wealth Advisors, LLC 0.02% Reduce -28.3% 6,951 $2.0M
Terra Nova Asset Management LLC 1.57% New 6,932 $2.0M
M&G PLC 0.01% — 6,920 $2.0M
Barden Capital Management, Inc. 1.90% Reduce -11.6% 6,913 $2.0M
Alberta Investment Management Corp 0.02% No change 6,900 $2.0M
Symphony Financial, Ltd. Co. 0.45% Add +8.1% 6,853 $1.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.32% Reduce -0.1% 6,840 $1.9M
Focus Financial Network, Inc. 0.09% — 6,907 $1.9M
Axxcess Wealth Management, LLC 0.05% Add +0.6% 6,788 $1.9M
EPG Wealth Management LLC 0.47% Add +1.1% 6,755 $1.9M
Buckingham Strategic Wealth, LLC 0.02% Add +0.8% 6,743 $1.9M
Moody National Bank Trust Division 0.15% Reduce -6.8% 6,701 $1.9M
Stone Run Capital, LLC 0.73% Add +20.7% 6,700 $1.9M
Independence Bank of Kentucky 0.57% Reduce -4.2% 6,693 $1.9M
Gerber Kawasaki Wealth & Investment Management 0.10% Add +9.4% 6,689 $1.9M
HighPoint Advisor Group LLC 0.13% Add +2.3% 6,246 $1.9M
Formula Growth Ltd. 0.60% Reduce -18.2% 6,623 $1.9M
HRT Financial LP 0.01% New 6,612 $1.9M
Resources Management Corp. /CT/ 0.27% Reduce -0.4% 6,590 $1.9M
Global Wealth Management Investment Advisory, Inc. 0.46% Reduce -3.6% 6,570 $1.9M
United Bank 0.94% Reduce -4.1% 6,520 $1.9M
JT Stratford LLC 0.37% Reduce -6.9% 6,515 $1.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.06% Add +102.8% 6,554 $1.8M
Horan Capital Advisors, LLC. 0.65% New 6,477 $1.8M
Resonant Capital Advisors, LLC 0.16% Add +2.3% 6,453 $1.8M
Range Financial Group LLC 0.95% Add +2.7% 6,445 $1.8M
Great Lakes Retirement, Inc. 0.27% Add +3.2% 6,436 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Reduce -1.3% 6,367 $1.8M
Signaturefd, LLC 0.04% Add +15.3% 6,367 $1.8M
Jackson Wealth Management, LLC 0.23% Add +6.3% 6,351 $1.8M
Pacific Sage Partners, LLC 0.47% No change 6,330 $1.8M
Van Leeuwen & Company, LLC 0.91% New 6,325 $1.8M
Perigon Wealth Management, LLC 0.05% Add +53.4% 6,300 $1.8M
Roman Butler Fullerton & Co. 0.67% Reduce -33.6% 6,353 $1.8M
FineMark National Bank & Trust 0.07% Add +13.2% 6,290 $1.8M
Garner Asset Management Corp 0.68% Add +10.8% 6,289 $1.8M
Harbor Advisors LLC 0.33% Add +25.0% 6,250 $1.8M
HM Payson & Co. 0.03% Add +0.2% 6,231 $1.8M
Caxton Associates LP 0.12% New 6,211 $1.8M
GLOBALT Investments LLC / GA 0.07% Reduce -31.9% 6,210 $1.8M
Praxis Investment Management Inc. 0.12% Reduce -42.1% 6,210 $1.8M
Balboa Wealth Partners 0.56% Add +58.5% 6,178 $1.8M
Cornell Pochily Investment Advisors, Inc. 0.70% Reduce -13.2% 6,176 $1.8M
Lecap Asset Management Ltd. 0.36% New 6,171 $1.8M
Wahed Invest LLC 0.40% Add +17.6% 6,154 $1.7M
Brown, Lisle/Cummings, Inc. 0.59% Reduce -1.8% 6,139 $1.7M
Freestone Capital Holdings, LLC 0.07% Reduce -4.0% 6,126 $1.7M
Greater Midwest Financial Group, LLC 1.08% Add +10.3% 6,061 $1.7M
Legacy Bridge, LLC 1.01% Add +2.6% 6,056 $1.7M
Ballentine Partners, LLC 0.03% Reduce -0.7% 6,033 $1.7M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +17.3% 6,029 $1.7M
Supplemental Annuity Collective Trust of NJ 0.53% No change 6,000 $1.7M
Glenmede Trust Co. NA 0.01% Add +1.4% 5,970 $1.7M
Jeppson Wealth Management, LLC 0.66% Add +2.1% 5,959 $1.7M
Clarius Group, LLC 0.12% Reduce -17.6% 5,920 $1.7M
Nicolet Bankshares Inc. 0.35% Add +0.2% 5,907 $1.7M
Monetary Management Group Inc. 0.46% Add +16.9% 5,860 $1.7M
MRP Capital Investments, LLC 1.66% Add +2.2% 5,840 $1.7M
IFP Advisors, Inc 0.07% Add +31.1% 5,831 $1.7M
LBP Am SA 0.07% Reduce -90.7% 5,823 $1.7M
Wealthstar Advisors, LLC 0.58% Add +17.6% 5,819 $1.7M
Bleakley Financial Group, LLC 0.05% Add +9.1% 5,803 $1.6M
OPTIMAS CAPITAL Ltd 1.44% Reduce -52.8% 5,800 $1.6M
Simplicity Wealth,LLC 0.04% New 5,788 $1.6M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -0.7% 5,760 $1.6M
Wintrust Investments LLC 0.14% New 5,755 $1.6M
Clare Market Investments LLC 0.51% Add +128.8% 5,750 $1.6M
Pittenger & Anderson Inc. 0.07% Add +7.1% 5,741 $1.6M
American Money Management, LLC 0.34% Reduce -26.0% 5,727 $1.6M
Capital Insight Partners, LLC 0.30% Add +34.3% 5,702 $1.6M
Quadcap Wealth Management, LLC 0.37% Reduce -9.3% 5,684 $1.6M
Anthracite Investment Company, Inc. 0.81% New 5,650 $1.6M
Heritage Trust Co 0.21% Add +9.3% 5,639 $1.6M
Shilanski & Associates, Inc. 0.55% New 5,614 $1.6M
F/m Investments LLC 1.08% Reduce -1.1% 5,593 $1.6M
Lathrop Investment Management Co. 0.31% No change 5,594 $1.6M
Dorsey & Whitney Trust CO LLC 0.11% Reduce -11.0% 5,589 $1.6M
Peapack Gladstone Financial Corp. 0.02% Add +79.8% 5,560 $1.6M
Williamson Legacy Group, LLC 1.22% Reduce -9.8% 5,545 $1.6M
CIC Wealth, LLC 0.46% Add +6.5% 5,542 $1.6M
Secured Retirement Advisors, LLC 1.33% Reduce -12.7% 5,534 $1.6M
Mission Creek Capital Partners, Inc. 0.41% Add +13.1% 5,531 $1.6M
Dymon Asia Capital (singapore) Pte. LTD. 1.76% New 5,520 $1.6M
Wealthcare Advisory Partners LLC 0.05% Add +91.5% 5,520 $1.6M
Empowered Funds, LLC 0.03% Reduce -74.0% 5,519 $1.6M
Whittier Trust Co. 0.02% Add +5.2% 5,519 $1.6M
Am Investment Strategies LLC 0.40% New 5,501 $1.6M
Liberty Capital Management, Inc. 0.38% Add +31.4% 5,482 $1.6M
Tyche Wealth Partners LLC 0.38% Add +125.7% 5,481 $1.6M
Freedom Investment Management, Inc. 0.12% Add +13.8% 5,464 $1.6M
Flagship Harbor Advisors, LLC 0.10% Add +3.5% 5,462 $1.6M
Transcend Capital Advisors, LLC 0.12% Add +11.0% 5,458 $1.6M
Quantum Private Wealth, LLC 0.57% Add +5.5% 5,453 $1.5M
Independent Solutions Wealth Management, LLC 0.37% Reduce -7.3% 5,441 $1.5M
Tilia Fiduciary Partners, Inc. 1.25% Add +8.5% 5,436 $1.5M
Cozad Asset Management Inc. 0.16% Reduce -1.8% 5,385 $1.5M
First Trust Direct Indexing L.P. 0.11% Add +17.2% 5,363 $1.5M
STF Management LP 0.66% No change 5,348 $1.5M
Private Trust Co. NA 0.16% Add +18.7% 5,305 $1.5M
E Fund Management Co., Ltd. 0.09% Reduce -0.3% 5,301 $1.5M
Advisors Management Group Inc. 0.37% New 5,300 $1.5M
Wealth Alliance, LLC 0.20% Reduce -8.5% 5,287 $1.5M
Diversified Trust Co. 0.05% Reduce -27.9% 5,285 $1.5M
Waterloo Capital, L.P. 0.19% Add +19.1% 5,279 $1.5M
Western Wealth Management, LLC 0.12% Add +70.2% 5,245 $1.5M
Ritholtz Wealth Management 0.05% Add +54.1% 5,205 $1.5M
Stamos Capital Partners, L.P. 0.34% Add +4.4% 5,200 $1.5M
Summit Financial, LLC 0.09% Add +13.5% 5,193 $1.5M
Financial Advocates Investment Management 0.09% Reduce -66.8% 5,161 $1.5M
Composition Wealth, LLC 0.04% Add +10.3% 5,138 $1.5M
Investment Management Corp of Ontario 0.04% Reduce -29.0% 5,133 $1.5M
Leelyn Smith, LLC 0.29% Reduce -0.7% 5,126 $1.5M
Savant Capital, LLC 0.02% Reduce -8.7% 5,112 $1.5M
Whitener Capital Management, Inc. 0.47% Add +1.5% 5,081 $1.4M
Wellington Shields & Co., LLC 0.48% Add +35.9% 5,068 $1.4M
PFC Capital Group, Inc. 0.77% Add +23.6% 5,055 $1.4M
Capstone Wealth Management Group, LLC 1.03% Add +339.9% 5,032 $1.4M
Moloney Securities Asset Management, LLC 0.22% Add +27.2% 5,003 $1.4M
Firsthand Capital Management, Inc. 2.32% Reduce -66.7% 5,000 $1.4M
Capital Management Associates 1.69% No change 5,000 $1.4M
Baker Avenue Asset Management, LP 0.05% Add +0.3% 5,000 $1.4M
Abbot Financial Management, Inc. 0.78% Add +0.1% 4,988 $1.4M
Harbor Capital Advisors, Inc. 0.18% Reduce -24.5% 4,984 $1.4M
Perennial Investment Advisors, LLC 0.21% Add +48.4% 4,971 $1.4M
Coldstream Capital Management Inc. 0.04% Add +27.4% 4,971 $1.4M
Intech Investment Management LLC 0.02% Add +265.0% 4,957 $1.4M
Main Street Financial Solutions, LLC 0.15% Add +82.5% 4,945 $1.4M
NTV Asset Management LLC 0.21% Add +1.6% 4,926 $1.4M
Oliver Lagore Vanvalin Investment Group 0.42% Add +17.8% 4,920 $1.4M
Rockline Wealth Management, LLC 0.49% Add +38.3% 4,901 $1.4M
Citizens & Northern Corp. 0.47% Reduce -31.3% 4,899 $1.4M
IAM Advisory, LLC 0.38% Reduce -0.9% 4,895 $1.4M
GSG Advisors LLC 0.51% Reduce -0.0% 5,158 $1.4M
Bluesphere Advisors LLC 0.77% Add +3.3% 4,866 $1.4M
Game Plan Financial Advisors, LLC 0.79% Add +1.3% 4,846 $1.4M
Robbins Farley 0.76% Reduce -21.9% 4,844 $1.4M
Penobscot Investment Management Company, Inc. 0.14% Add +51.5% 4,825 $1.4M
Central Pacific Bank - Trust Division 0.18% — 4,893 $1.4M
Sterling Investment Counsel, LLC 0.63% Add +6.4% 4,799 $1.4M
Advisor OS, LLC 0.16% Reduce -7.0% 4,788 $1.4M
Michael & Susan Dell Foundation 0.17% No change 4,749 $1.3M
AAFMAA Wealth Management & Trust LLC 0.73% Add +7.9% 4,691 $1.3M
Koshinski Asset Management, Inc. 0.14% Reduce -11.1% 4,672 $1.3M
Washburn Capital Management, Inc. 0.98% Add +98.3% 4,661 $1.3M
Bangor Savings Bank 0.14% Reduce -0.1% 4,652 $1.3M
Venturi Wealth Management, LLC 0.08% Reduce -40.7% 4,615 $1.3M
Plato Investment Management Ltd 0.14% Add +693.5% 4,610 $1.3M
Simplex Trading, LLC 0.04% New 4,596 $1.3M
Navalign, LLC 0.43% Reduce -7.7% 4,593 $1.3M
Global Trust Asset Management, LLC 0.53% Reduce -31.5% 4,580 $1.3M
NFSG Corp 0.57% Add +56.6% 4,572 $1.3M
Orser Capital Management, LLC 1.20% Add +19.1% 4,511 $1.3M
Montecito Bank & Trust 0.26% No change 4,508 $1.3M
Cornerstone Advisors, LLC 0.05% No change 4,500 $1.3M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -26.4% 4,487 $1.3M
Three Bridge Wealth Advisors, LLC 0.50% Reduce -0.6% 4,479 $1.3M
Arrow Financial Corp 0.13% Add +28.5% 4,472 $1.3M
Concurrent Investment Advisors, LLC 0.05% Add +16.1% 4,470 $1.3M
Schonfeld Strategic Advisors LLC 0.01% New 4,462 $1.3M
Empirical Finance, LLC 0.08% Add +12.2% 4,459 $1.3M
Aljian Capital Management, LLC 0.47% Reduce -20.2% 4,444 $1.3M
Quotient Wealth Partners, LLC 0.04% Add +12.7% 4,433 $1.3M
Lanark Financial, Inc. 0.12% Reduce -28.7% 4,420 $1.3M
Pitcairn Co. 0.08% Reduce -27.9% 4,406 $1.3M
Insight Advisors, LLC/ PA 0.24% Add +38.0% 4,401 $1.3M
Harbour Capital Advisors, LLC 0.31% Add +3.0% 4,565 $1.2M
Benjamin Edwards Inc. 0.25% Add +2707.1% 4,379 $1.2M
Wealthspire Advisors, LLC 0.02% Add +1.7% 4,377 $1.2M
Farther Finance Advisors, LLC 0.08% Add +93.4% 4,432 $1.2M
First Citizens Bank & Trust Co. 0.02% Add +14.5% 4,354 $1.2M
Essex Bank 0.36% No change 4,178 $1.2M
Schrum Private Wealth Management LLC 1.10% Add +141.9% 4,282 $1.2M
Meeder Advisory Services, Inc. 0.12% Add +4.7% 4,278 $1.2M
Graypoint LLC 0.09% Reduce -4.5% 4,262 $1.2M
Triumph Capital Management 0.49% Reduce -49.1% 4,314 $1.2M
Ogorek Anthony Joseph /NY/ 0.42% Add +1.5% 4,228 $1.2M
Belpointe Asset Management LLC 0.09% Reduce -2.3% 4,175 $1.2M
Arthur M. Cohen & Associates, LLC 0.25% Add +48.8% 4,117 $1.2M
Integral Investment Advisors, Inc. 0.48% Add +20.5% 4,143 $1.2M
Werlinich Asset Management, LLC 0.76% New 4,132 $1.2M
Guardian Capital Advisors LP 0.13% Add +11.3% 4,200 $1.2M
MWA Asset Management 0.84% Add +11.0% 4,089 $1.2M
Retirement Guys Formula LLC 0.56% New 4,077 $1.2M
Brandywine Managers, LLC 1.14% Add +10.0% 4,075 $1.2M
Midland Wealth Advisors, LLC 0.07% Reduce -3.3% 4,075 $1.2M
Epoch Investment Partners, Inc. 0.01% No change 4,051 $1.2M
Choate Investment Advisors 0.03% Reduce -2.1% 4,040 $1.1M
Perkins Coie Trust Co 0.27% New 4,037 $1.1M
Stablepoint Partners, LLC 0.23% Add +56.0% 4,035 $1.1M
FLC Capital Advisors 0.29% No change 4,005 $1.1M
Ardsley Advisory Partners LP 0.16% New 4,000 $1.1M
Fiera Capital Corp 0.00% Reduce -28.9% 3,964 $1.1M
Northwest Bank & Trust Co 1.03% Reduce -4.0% 3,866 $1.1M
Menard Financial Group LLC 0.94% Add +37.3% 3,947 $1.1M
Schmidt P J Investment Management Inc. 0.21% Add +5.3% 3,934 $1.1M
Apriem Advisors 0.14% Add +11.3% 3,930 $1.1M
Mechanics Bank Trust Department 0.16% Add +15.7% 3,828 $1.1M
GraniteShares Advisors LLC 0.57% Add +6.3% 3,819 $1.1M
Heartland Bank & Trust Co 0.63% New 3,817 $1.1M
Handelsinvest Investeringsforvaltning 0.52% Reduce -15.0% 3,809 $1.1M
Genus Capital Management Inc. 0.14% — 3,780 $1.1M
Verus Capital Partners, LLC 0.12% Add +13.0% 3,775 $1.1M
Global Retirement Partners, LLC 0.04% Add +56.1% 3,774 $1.1M
Sirios Capital Management L P 0.20% Reduce -48.5% 3,765 $1.1M
Emerald Advisers, LLC 0.04% Reduce -13.3% 3,744 $1.1M
Capital Advisors Wealth Management, LLC 0.22% Add +291.6% 3,736 $1.1M
TRUE Private Wealth Advisors 0.12% Add +6.6% 3,729 $1.1M
Laidlaw Wealth Management LLC 0.59% Reduce -47.6% 3,728 $1.1M
Bayshore Asset Management, LLC 0.52% No change 3,717 $1.1M
Alta Wealth Advisors LLC 0.54% Reduce -1.0% 3,709 $1.1M
HighVista Strategies LLC 0.37% New 3,700 $1.1M
Greystone Financial Group, LLC 0.21% Add +39.7% 3,696 $1.1M
Concourse Financial Group Securities, Inc. 0.07% Add +99.9% 3,696 $1.1M
Meiji Yasuda Life Insurance Co 0.02% Reduce -21.0% 3,695 $1.0M
Qtron Investments LLC 0.15% Reduce -18.6% 3,659 $1.0M
Allworth Financial LP 0.01% Add +54.3% 3,653 $1.0M
Capital Investment Advisors, LLC 0.02% Add +5.3% 3,652 $1.0M
Sheaff Brock Investment Advisors, LLC 0.08% Add +173.4% 3,647 $1.0M
1834 Investment Advisors Co. 0.12% Reduce -1.2% 3,608 $1.0M
Empire Financial Management Company, LLC 0.34% New 3,595 $1.0M
Jones Financial Companies LLLP 0.00% Add +559.1% 3,592 $1.0M
Yarbrough Capital, LLC 0.04% No change 3,581 $1.0M
Hilltop Holdings Inc. 0.11% Reduce -6.8% 3,580 $1.0M
Stoneridge Investment Partners LLC 0.39% New 3,568 $1.0M
Faithward Advisors, LLC 0.18% Add +9.9% 3,555 $1.0M
Gilliland Jeter Wealth Management LLC 0.35% No change 3,549 $1.0M
Acorn Financial Advisory Services Inc. 0.19% Reduce -50.7% 3,549 $1.0M
Trust Asset Management LLC 0.09% No change 3,537 $1.0M
Trivium Point Advisory, LLC 0.22% Add +4.1% 3,530 $1.0M
Lindbrook Capital, LLC 0.09% Add +0.4% 3,518 $1000K
First County Bank 0.48% Reduce -1.4% 3,487 $991K
Glenview Trust Co 0.02% Add +14.1% 3,481 $989K
Wealth Quarterback LLC 0.55% Add +126.8% 3,465 $985K
Exencial Wealth Advisors, LLC 0.04% Add +13.9% 3,463 $984K
Silvercrest Asset Management Group LLC 0.01% Reduce -7.4% 3,456 $982K
PFG Advisors 0.07% Add +15.8% 3,440 $977K
RiverGlades Family Offices LLC 0.78% No change 3,300 $976K
Spectrum Wealth Counsel, LLC 0.12% Add +2736.4% 3,432 $975K
Advisor Resource Council 0.41% Reduce -68.1% 3,284 $968K
Tradition Wealth Management, LLC 0.10% Add +14.9% 3,408 $968K
Hartline Investment Corp./ 0.17% Add +6.0% 3,399 $966K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Add +396.9% 3,399 $966K
Darden Wealth Group Inc 0.76% Add +65.7% 3,396 $965K
CHICAGO TRUST Co NA 0.20% Add +2.6% 3,389 $963K
Money Concepts Capital Corp. 0.09% Add +22.3% 3,386 $962K
NorthStar Asset Management LLC 0.72% Add +7.1% 3,367 $957K
First Financial Corp. 0.48% Reduce -16.0% 3,346 $951K
Green Alpha Advisors, LLC 0.69% Reduce -0.3% 3,345 $950K
Saturna Capital Corp. 0.01% Reduce -1.9% 3,339 $949K
Claro Advisors Inc. 0.16% Add +84.0% 3,324 $944K
Cornerstone Advisory, LLC 0.13% Add +227.7% 3,300 $938K
Aristotle Atlantic Partners, LLC 0.03% No change 3,300 $938K
Fulton Bank, N.A. 0.04% Add +2.6% 3,283 $933K
Capital Planning Advisors, LLC 0.16% Reduce -3.0% 3,273 $930K
Founders Financial Securities LLC 0.10% Reduce -6.4% 3,253 $924K
Cigna Investments Inc. 0.18% Add +0.4% 3,252 $924K
Covenant Partners, LLC 0.27% Reduce -19.9% 3,247 $923K
Aviance Capital Partners, LLC 0.14% New 3,241 $921K
BTG Pactual Global Asset Management Ltd 0.29% New 3,237 $920K
BluePointe Capital Management, LLC 0.63% New 3,229 $917K
Tybourne Capital Management (hk) Ltd. 0.16% New 3,225 $916K
ICICI Prudential Asset Management Co Ltd 0.10% Add +5.1% 3,216 $914K
Oxford Wealth Group, LLC 0.83% — 3,211 $912K
NorthRock Partners, LLC 0.03% Add +2.2% 3,167 $898K
BBR Partners, LLC 0.07% Add +106.1% 3,160 $898K
Tandem Capital Management Corp. 0.51% Add +57.9% 3,158 $897K
Tremblant Capital Group 0.10% Reduce -97.6% 3,148 $894K
Hunting Hill Global Capital, LLC 0.52% Reduce -49.3% 3,146 $894K
Hohimer Wealth Management, LLC 0.21% Reduce -40.5% 3,145 $894K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.35% Reduce -50.2% 3,270 $891K
Focus Partners Advisor Solutions, LLC 0.03% New 3,127 $888K
Moneta Group Investment Advisors LLC 0.01% Add +59.5% 3,121 $887K
Noked Israel Ltd 0.24% Reduce -97.4% 3,100 $881K
Parcion Private Wealth LLC 0.08% Add +6.6% 3,091 $878K
&partners 0.12% New 3,088 $877K
Highview Capital Management LLC 0.39% Reduce -57.9% 3,076 $874K
Lebenthal Global Advisors, LLC 0.19% Add +5.8% 3,058 $869K
EFG Asset Management (Americas) Corp. 0.26% Reduce -49.5% 3,052 $867K
Premier Path Wealth Partners, LLC 0.16% Reduce -9.0% 3,047 $867K
CRA Financial Services, LLC 0.19% Add +3.0% 3,040 $864K
Intellectus Partners, LLC 0.23% Add +278.1% 3,025 $859K
Fortune Financial Advisors, LLC 0.55% Add +216.3% 3,024 $859K
USA Financial Formulas 0.14% Reduce -60.7% 3,023 $859K
Dana Investment Advisors, Inc. 0.03% Reduce -85.4% 3,016 $857K
Quadrant Capital Group LLC 0.07% Add +24.0% 3,005 $854K
Artal Group S.A. 0.02% New 3,000 $852K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.43% New 3,000 $852K
Wedmont Private Capital 0.06% Add +2.7% 3,043 $849K
Dohj, LLC 0.23% Reduce -11.6% 2,988 $849K
Chilton Capital Management LLC 0.04% Reduce -46.5% 2,963 $842K
Harbor Investment Advisory, LLC 0.09% Add +11.3% 2,960 $841K
Grey Street Capital, LLC 0.11% New 2,944 $837K
Citizens Financial Group Inc. 0.03% Reduce -19.0% 2,938 $835K
Edge Capital Group, LLC 0.04% Reduce -29.2% 2,920 $830K
Tranquility Partners, LLC 0.32% Add +0.9% 2,899 $824K
Clarus Wealth Advisors 0.46% Add +256.4% 2,908 $817K
Te Ahumairangi Investment Management Ltd 0.14% New 2,875 $817K
Sound View Wealth Advisors Group, LLC 0.09% Reduce -8.3% 2,871 $816K
Violich Capital Management, Inc. 0.12% Add +100.0% 2,850 $810K
Mizuho Securities Co. Ltd. 4.44% Add +198.9% 2,840 $807K
Forte Capital LLC 0.10% Add +14.1% 2,834 $805K
Bank Hapoalim BM 0.11% Reduce -71.3% 2,829 $804K
CNB Bank 0.39% Add +31.5% 2,820 $801K
Blodgett Wealth Advisors, LLC 0.72% Add +44.6% 2,790 $793K
Evoke Wealth, LLC 0.02% New 2,780 $790K
Smithfield Trust Co 0.04% Add +0.3% 2,769 $788K
Calydon Capital 0.15% Reduce -27.3% 2,741 $785K
Fisher Asset Management 0.00% Add +52.8% 2,759 $784K
Kelleher Financial Advisors 0.32% No change 2,750 $781K
Patten Group, Inc. 0.19% Add +31.4% 2,734 $777K
LifePlan Financial, LLC 0.71% Reduce -6.7% 2,724 $774K
Kraft, Davis & Associates, LLC 0.23% Add +54.2% 2,584 $772K
Strategy Asset Managers LLC 0.16% Add +8.2% 2,711 $770K
Woodward Diversified Capital, LLC 0.48% Reduce -22.9% 2,707 $769K
Bison Wealth, LLC 0.12% Add +44.9% 2,699 $767K
Marex Group Ltd 0.02% Reduce -8.2% 2,691 $765K
Harbert Fund Advisors, LLC 0.52% New 2,675 $760K
Windle Wealth, LLC 0.48% No change 2,669 $758K
Western Financial Corp 0.46% Add +11.9% 2,669 $758K
Fairfield, Bush & Co. 0.45% Add +4.5% 2,669 $758K
Kensington Investment Counsel, LLC 0.34% Add +10.1% 2,652 $754K
Circle Wealth Management, LLC 0.02% Reduce -0.3% 2,649 $753K
Sara-Bay Financial 0.34% No change 2,692 $752K
Schwarz Dygos Wheeler Investment Advisors LLC 0.21% Reduce -1.6% 2,644 $751K
PCA Investment Advisory Services Inc. 0.42% Add +4.8% 2,640 $750K
Rakuten Securities, Inc. 0.33% Add +1.1% 2,640 $750K
Becker Capital Management Inc. 0.03% No change 2,622 $745K
RMR Wealth Builders 0.09% Add +18.5% 2,621 $745K
Modern Wealth Management, LLC 0.07% New 2,621 $745K
Romano Brothers and Company 0.10% Add +134.6% 2,588 $735K
Vantage Financial Partners Ltd., Inc. 0.19% Reduce -55.8% 2,585 $734K
GAMMA Investing LLC 0.15% Add +4.2% 2,580 $733K
Parsons Capital Management Inc. 0.05% Add +19.1% 2,579 $733K
Little House Capital LLC 0.24% Reduce -1.5% 2,570 $730K
RB Capital Management, LLC 0.21% Add +1.1% 2,570 $730K
Means Investment Co., Inc. 0.09% Add +179.5% 2,549 $724K
Westpac Banking Corp. 0.05% Reduce -2.1% 2,535 $720K
Annis Gardner Whiting Capital Advisors, LLC 0.26% Add +29.1% 2,530 $719K
Lake Street Advisors Group, LLC 0.03% Reduce -64.2% 2,530 $719K
Sherbrooke Park Advisers LLC 0.14% New 2,529 $719K
OV Management LLC 0.52% No change 2,515 $715K
Donoghue Forlines LLC 0.20% Add +34.2% 2,513 $714K
Berkeley Capital Partners, LLC 0.22% Add +27.5% 2,512 $714K
Regal Investment Advisors LLC 0.05% Add +8.6% 2,506 $712K
Advisory Resource Group 0.16% Reduce -3.9% 2,501 $711K
Ulysses Management LLC 0.15% New 2,500 $710K
Delta Financial Group, Inc. 0.21% Reduce -3.0% 2,474 $703K
Tactive Advisors, LLC 0.37% Add +167.4% 2,471 $702K
Leo Wealth, LLC 0.07% Add +4.5% 2,497 $702K
Robertson Stephens Wealth Management, LLC 0.04% Add +24.6% 2,470 $702K
Fayez Sarofim & Co 0.00% Reduce -8.9% 2,462 $700K
Kingswood Wealth Advisors, LLC 0.08% Reduce -26.8% 2,461 $699K
Finivi Inc. 0.63% Add +187.9% 2,456 $698K
Hilltop National Bank 0.24% — 2,452 $697K
Marino, Stram & Associates LLC 0.16% Reduce -0.3% 2,448 $696K
Westover Capital Advisors, LLC 0.20% Add +6.2% 2,445 $695K
Hollow Brook Wealth Management LLC 0.26% No change 2,434 $692K
Everhart Financial Group, Inc. 0.20% Add +11.7% 2,433 $691K
Element Capital Management LLC 0.46% New 2,431 $691K
Financial Management Network Inc. 0.17% Add +4.0% 2,602 $690K
Vienna Asset Management LLC 0.63% New 2,427 $690K
GeoWealth Management, LLC 0.03% Add +2.5% 2,412 $685K
Prosperity Wealth Management, Inc. 0.32% New 2,409 $684K
Brighton Jones LLC 0.02% Add +23.5% 2,402 $683K
Nicholas Hoffman & Company, LLC. 0.03% Reduce -4.8% 2,402 $682K
17 Capital Partners, LLC 0.50% Reduce -35.4% 2,385 $678K
Formidable Asset Management, LLC 0.11% Add +189.8% 2,382 $677K
Austin Private Wealth, LLC 0.08% Add +39.5% 2,506 $675K
MJP Associates Inc. 0.15% Add +7.8% 2,369 $673K
Steward Partners Investment Solutions, LLC 0.11% Reduce -21.0% 2,368 $673K
Simon Quick Advisors, LLC 0.05% Add +3.9% 2,366 $672K
AlTi Global, Inc. 0.02% Add +7.0% 2,363 $671K
Summit Trail Advisors, LLC 0.02% Add +6.5% 2,357 $670K
Fortis Group Advisors, LLC 0.12% New 2,356 $669K
Geo Capital Gestora de Recursos Ltd 0.75% Reduce -72.9% 2,351 $668K
Acadian Asset Management LLC 0.00% Reduce -88.7% 2,356 $667K
WealthTrust Axiom LLC 0.21% No change 2,340 $665K
Trinity Financial Advisors LLC 0.30% No change 2,334 $663K
Capital Investment Advisory Services, LLC 0.07% New 2,334 $663K
TFG Advisers LLC 0.26% Add +10.0% 2,327 $661K
Global Financial Private Client, LLC 0.28% Add +20.6% 2,359 $659K
Balentine LLC 0.02% Add +19.7% 2,317 $658K
Arbor Trust Wealth Advisors, LLC 0.36% Add +17.6% 2,342 $658K
Kintegral Advisory, LLC 0.07% Reduce -0.3% 2,307 $655K
Spirit of America Management Corp. 0.13% Add +666.7% 2,300 $653K
1776 Wealth LLC 0.31% Reduce -1.2% 2,281 $648K
Texas Capital Bank Wealth Management Services Inc 0.07% New 2,274 $646K
Baker Tilly Wealth Management, LLC 0.12% Reduce -8.5% 2,273 $646K
First Horizon Advisors, Inc. 0.02% Add +1.2% 2,268 $644K
Palogic Value Management, L.P. 0.28% No change 2,250 $639K
Qsemble Capital Management, LP 0.14% Reduce -75.3% 2,233 $634K
Brown Brothers Harriman & Co. 0.00% Reduce -38.0% 2,218 $630K
Jmac Enterprises LLC 0.12% Add +6.2% 2,214 $629K
Ransom Advisory, Ltd 0.33% — 2,210 $628K
Virtus Advisers, LLC 0.33% Reduce -7.4% 2,199 $625K
North Star Asset Management Inc. 0.03% Add +10.4% 2,198 $625K
Compound Planning, Inc. 0.06% Reduce -27.2% 2,198 $624K
Livforsakringsbolaget Skandia, Omsesidigt 0.05% Add +179.0% 2,182 $619K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.15% Add +1.2% 2,166 $615K
Cahaba Wealth Management, Inc. 0.06% No change 2,160 $614K
Secure Asset Management, LLC 0.14% Add +69.8% 2,146 $610K
HBK Sorce Advisory LLC 0.02% Add +17.9% 2,143 $609K
World Equity Group, Inc. 0.13% Add +14.8% 2,142 $609K
Ignite Planners, LLC 0.17% Add +9.5% 2,176 $608K
Congress Park Capital LLC 0.27% Add +49.0% 2,130 $605K
Values First Advisors, Inc. 0.35% Reduce -58.8% 2,125 $604K
Realta Investment Advisors 0.12% Add +28.1% 2,122 $603K
GC Wealth Management RIA, LLC 0.12% Reduce -5.1% 2,115 $601K
Seaport Global Advisors, LLC 1.21% Add +28.0% 2,104 $598K
VeraBank, N.A. 0.19% Add +4.0% 2,099 $596K
Truvestments Capital LLC 0.23% Add +260.4% 2,094 $595K
Aviso Wealth Management 0.37% Add +80.2% 2,092 $594K
Argonautica Private Wealth Management, Inc. 0.21% Add +36.1% 2,079 $591K
New Hampshire Trust 0.14% Reduce -0.7% 2,074 $589K
StrongBox Wealth, LLC 0.31% New 2,063 $586K
V-Square Quantitative Management LLC 0.08% Add +169.5% 2,059 $585K
Windward Capital Management Co. 0.05% New 2,053 $583K
Americana Partners, LLC 0.05% New 2,048 $582K
Wealth Management Partners, LLC 0.29% Add +98.6% 2,042 $580K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 2,055 $579K
Concord Wealth Partners 0.10% Add +12.8% 2,029 $577K
Sugar Maple Asset Management, LLC 0.55% — 2,022 $575K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -2.8% 2,013 $572K
Concord Asset Management, LLC 0.15% Add +14.7% 2,011 $571K
Merit Financial Group, LLC 0.01% Reduce -56.9% 1,921 $569K
Lauterbach Financial Advisors, LLC 0.37% New 2,000 $568K
Parkside Investments, LLC 0.09% New 2,000 $568K
First Dallas Securities Inc. 0.26% Add +66.7% 2,000 $568K
Ceeto Capital Group, LLC 0.23% New 2,000 $568K
GFG Capital, LLC 0.15% Add +51.0% 1,979 $562K
Viawealth, LLC 0.35% New 1,966 $559K
First Affirmative Financial Network 0.41% Reduce -23.4% 1,957 $556K
Guyasuta Investment Advisors Inc. 0.04% No change 1,883 $555K
Choreo, LLC 0.01% Reduce -2.8% 1,921 $546K
Community Bank, N.A. 0.07% New 1,918 $545K
Sierra Capital LLC 0.07% Reduce -33.3% 1,914 $544K
MBB Public Markets I LLC 0.03% New 1,908 $542K
Granite Investment Partners, LLC 0.02% No change 1,908 $542K
Granite Bay Wealth Management, LLC 0.31% Reduce -94.3% 1,900 $540K
Forge First Asset Management Inc. 0.17% New 1,900 $540K
Montag A & Associates Inc. 0.03% Reduce -43.5% 1,895 $538K
AE Wealth Management LLC 0.01% Reduce -95.2% 1,893 $538K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 1,886 $536K
Saxony Capital Management, LLC 0.65% Add +41.6% 1,883 $535K
Chicago Partners Investment Group LLC 0.02% Add +0.8% 1,822 $535K
Chapin Davis, Inc. 0.19% Reduce -39.5% 1,873 $532K
WR Wealth Planners, LLC 0.17% Add +8.8% 1,873 $532K
Semus Wealth Partners LLC 0.45% Add +25.9% 1,865 $530K
North Star Investment Management Corp. 0.04% Add +24.2% 1,863 $529K
Navellier & Associates Inc. 0.07% No change 1,858 $528K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -12.9% 1,850 $526K
One Capital Management, LLC 0.02% Add +44.6% 1,847 $525K
Aptus Capital Advisors, LLC 0.01% Add +42.8% 1,838 $522K
Mather Group, Llc. 0.01% Add +0.2% 1,762 $519K
FWG Holdings, LLC 0.28% Add +0.9% 1,756 $519K
Investment Research & Advisory Group, Inc. 0.24% Reduce -2.0% 1,824 $518K
Fonville Wealth Management LLC 0.23% Reduce -21.5% 1,821 $517K
Quantum Portfolio Management LLC 0.29% New 1,819 $517K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -7.9% 1,802 $512K
Harbour Investments, Inc. 0.02% Add +19.4% 1,801 $512K
Prudent Investors Network, Inc. 0.19% — 1,800 $511K
Argent Capital Management LLC 0.01% No change 1,800 $511K
South Dakota Investment Council 0.01% No change 1,800 $511K
SlateStone Wealth, LLC 0.05% Add +2.3% 1,791 $509K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% No change 1,785 $507K
Trust Point Inc. 0.04% Add +61.0% 1,784 $507K
Elevation Wealth Partners, LLC 0.25% Reduce -18.3% 1,783 $507K
Bridgewater Associates 0.00% Reduce -82.9% 1,771 $503K
Bank of Marin 0.44% Add +110.1% 1,765 $501K
Bedell Frazier Investment Counselling, LLC 0.13% Add +14.2% 1,764 $501K
Bond & Devick Financial Network, Inc. 0.27% No change 1,758 $500K
Meridian Wealth Advisors, LLC 0.09% Add +9.3% 1,755 $499K
Morgens Waterfall Vintiadis & Co. Inc. 0.35% New 1,750 $497K
Catalyst Private Wealth, LLC 0.26% Add +74.8% 1,750 $497K
Cutter & CO Brokerage, Inc. 0.12% New 1,748 $497K
Cladis Investment Advisory, LLC 0.36% New 1,745 $496K
Opinicus Capital, Inc. 0.44% Add +11.8% 1,737 $494K
Groesbeck Investment Management Corp. 0.52% Add +16.1% 1,735 $493K
Leisure Capital Management 0.25% Add +2.1% 1,734 $493K
Cutler Group LLC / CA 0.25% New 1,734 $492K
One Wealth Management Investment & Advisory Services, LLC 0.20% Reduce -41.1% 1,721 $489K
Rockland Trust Co. 0.03% Add +0.6% 1,721 $489K
Boltwood Capital Management 0.15% Add +1.4% 1,719 $488K
GYL Financial Synergies, LLC 0.04% Add +40.1% 1,713 $487K
Wendell David Associates Inc. 0.05% Reduce -7.3% 1,711 $486K
Diligent Investors, LLC 0.12% Add +2.7% 1,710 $486K
Saranac Partners Ltd 0.30% New 1,709 $486K
Gryphon Financial Partners LLC 0.08% Add +49.8% 1,705 $484K
L.M. Kohn & Company 0.14% New 1,703 $484K
Evermay Wealth Management LLC 0.07% Add +9.8% 1,699 $483K
Avidian Wealth Enterprises, LLC 0.03% Reduce -50.5% 1,699 $483K
Leavell Investment Management, Inc. 0.03% New 1,698 $482K
1620 Investment Advisors, Inc. 0.48% Add +619.7% 11,486 $482K
Performance Wealth Partners, LLC 0.02% Add +1.8% 1,693 $481K
Asahi Life Asset Management Co., LTD. 0.29% No change 1,690 $480K
Sunbelt Securities, Inc. 0.05% Add +91.0% 1,683 $478K
Fullerton Fund Management Co Ltd. 0.02% New 1,676 $476K
Everpar Advisors LLC 0.29% Reduce -48.4% 1,666 $473K
Polymer Capital Management (HK) LTD 0.12% Reduce -90.5% 1,665 $473K
Certuity, LLC 0.04% Reduce -4.0% 1,664 $473K
Gleason Group, Inc. 0.10% No change 1,650 $469K
Arkadios Wealth Advisors 0.04% Add +50.1% 1,650 $469K
First Merchants Corp. 0.04% Add +3.0% 1,642 $467K
Agf Management Ltd. 0.00% Reduce -99.8% 1,619 $460K
Maxi Investments CY Ltd 0.12% New 1,610 $457K
Western Pacific Wealth Management, LP 0.33% Add +59.4% 1,607 $457K
Sentry Investment Management LLC 0.18% No change 1,605 $456K
Parisi Gray Wealth Management 0.17% Add +5.4% 1,601 $455K
Intact Investment Management Inc. 0.02% New 1,600 $455K
Moran Wealth Management, LLC 0.01% Add +40.5% 1,599 $454K
Graham Capital Management, L.P. 0.02% Reduce -36.3% 1,592 $452K
Forum Financial Management, LP 0.01% Add +1.9% 1,590 $452K
Summit X, LLC 0.12% Add +23.6% 1,580 $450K
Crewe Advisors LLC 0.05% New 1,579 $449K
Evercore Wealth Management, LLC 0.01% Add +11.0% 1,573 $447K
Inspire Investing, LLC 0.05% New 1,565 $445K
Westshore Wealth, LLC 0.18% Add +1.4% 1,560 $443K
Nicolet Advisory Services, LLC 0.04% Reduce -8.3% 1,583 $442K
Canandaigua National Bank & Trust Co. 0.07% Reduce -47.8% 1,554 $442K
Cassaday & Co Wealth Management LLC 0.01% Add +1.4% 1,548 $440K
Sonoma Private Wealth LLC 0.71% Reduce -12.6% 1,546 $439K
Garden State Investment Advisory Services LLC 0.16% New 1,551 $437K
Hudock, Inc. 0.10% Add +32.8% 1,539 $437K
Norden Group LLC 0.09% Add +65.5% 1,538 $437K
Bremer Bank National Association 0.08% Reduce -13.3% 1,534 $436K
Ausdal Financial Partners, Inc. 0.05% Reduce -5.8% 1,531 $435K
HTLF Bank 0.05% Add +1.7% 1,531 $435K
Creative Financial Designs Inc. 0.04% Add +7.3% 1,524 $433K
Emergent Wealth Advisors, LLC 0.37% Add +32.2% 1,516 $431K
Jackson Square Capital, LLC 0.11% Add +19.3% 1,514 $430K
Waters Parkerson & Co., LLC 0.02% Add +68.3% 1,515 $430K
Empower Advisory Group, LLC 0.00% Add +17.0% 1,510 $429K
Ranch Capital Advisors Inc. 0.23% Add +3.6% 1,509 $429K
Mayflower Financial Advisors, LLC 0.07% Reduce -28.8% 1,507 $428K
Richardson Financial Services Inc. 0.30% Add +19.3% 1,503 $428K
Ameliora Wealth Management Ltd. 0.19% Add +7.2% 1,491 $424K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -51.9% 1,487 $423K
Altfest L J & Co. Inc. 0.06% New 1,486 $422K
True North Advisors, LLC 0.12% Add +3.0% 1,481 $421K
FRG Family Wealth Advisors LLC 0.08% No change 1,445 $420K
Sheets Smith Wealth Management 0.05% Add +2.4% 1,479 $420K
Ascent Group, LLC 0.04% Add +1.7% 1,473 $419K
Verdence Capital Advisors LLC 0.04% Add +5.2% 1,469 $417K
National Philanthropic Trust 0.01% Reduce -64.3% 1,468 $417K
Per Stirling Capital Management, LLC. 0.07% Reduce -46.7% 1,462 $416K
Callan Capital, LLC 0.04% Add +19.5% 1,462 $415K
Wealth Management Associates, Inc. 0.19% Reduce -10.4% 1,219 $413K
Radnor Capital Management, LLC 0.07% Add +31.7% 1,455 $413K
Cullen/Frost Bankers, Inc. 0.01% Reduce -10.5% 1,449 $412K
Garrison Point Advisors, LLC 0.26% Reduce -24.9% 1,445 $411K
SkyOak Wealth, LLC 0.10% New 1,444 $410K
TFB Advisors LLC 0.15% New 1,425 $409K
Beacon Bank & Trust 0.10% No change 1,441 $409K
Mason & Associates Inc 0.11% New 1,440 $409K
Jackson Creek Investment Advisors LLC 0.14% Reduce -34.6% 1,427 $405K
InterOcean Capital Group, LLC 0.01% Add +7.1% 1,425 $405K
Vicus Capital 0.04% Add +94.8% 1,416 $402K
Park Place Capital Corp 0.14% Reduce -17.3% 1,411 $401K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.01% Reduce -86.0% 1,400 $398K
Parnassus Investments, LLC 0.00% Reduce -26.0% 1,395 $396K
First Community Trust NA 0.37% New 1,391 $395K
Strait & Sound Wealth Management LLC 0.22% Add +3.3% 1,392 $395K
Thoroughbred Financial Services, LLC 0.04% Reduce -34.2% 1,391 $395K
Alpha Family Trust 0.24% No change 1,385 $394K
BIP Wealth, LLC 0.03% Add +90.5% 1,383 $393K
Howard Capital Management, LLC 0.04% New 1,377 $391K
OneAscent Financial Services LLC 0.04% Reduce -39.9% 1,376 $391K
Daymark Wealth Partners, LLC 0.02% Add +8.4% 1,374 $390K
Nwam LLC 0.03% Add +16.8% 1,278 $390K
Steigerwald, Gordon & Koch Inc. 0.05% No change 1,370 $389K
Smith, Moore & Co. 0.04% Add +58.4% 1,353 $384K
Wealthspire Retirement, LLC 0.03% Add +10.5% 1,351 $384K
NorthLanding Financial Partners, LLC 0.42% No change 1,350 $384K
Capital Analysts, LLC 0.02% Add +2.3% 1,349 $383K
Chemung Canal Trust Co. 0.07% Reduce -3.3% 1,347 $383K
Sage Mountain Advisors LLC 0.04% Add +4.8% 1,346 $382K
1900 Wealth Management LLC 0.03% Reduce -19.7% 1,344 $382K
Blueshift Asset Management, LLC 0.20% New 1,343 $382K
MeadowBrook Investment Advisors LLC 0.36% Add +0.6% 1,333 $379K
Delta Accumulation, LLC 2.32% No change 1,320 $375K
JSF Financial, LLC 0.12% New 1,317 $374K
Brooklyn Investment Group 0.16% Add +5.3% 1,339 $374K
Goldstein Advisors, LLC 0.06% Reduce -2.1% 1,313 $373K
Nemes Rush Group LLC 0.05% No change 1,312 $373K
Aerodigm Wealth, LLC 0.15% Reduce -17.1% 1,311 $372K
United Bank 0.04% No change 1,300 $369K
Wrapmanager Inc. 0.10% Reduce -28.9% 1,295 $368K
Crescent Grove Advisors, LLC 0.04% Reduce -24.6% 1,285 $365K
FFT Wealth Management LLC 0.03% Add +8.5% 1,284 $365K
Visionary Wealth Advisors 0.02% Add +46.6% 1,281 $364K
Mizuho Markets Cayman LP 0.22% New 1,277 $364K
Nilsine Partners, LLC 0.05% New 1,261 $358K
Alpha Square Group S LLC 0.66% No change 1,250 $355K
Trueblood Wealth Management, LLC 0.20% Reduce -3.0% 1,249 $355K
Sterling Financial Group, Inc. 0.17% Add +4.2% 1,249 $355K
Zullo Investment Group, Inc. 0.17% Add +34.6% 1,249 $355K
Thrive Capital Management, LLC 0.19% New 1,248 $355K
Edmonds Duncan Registered Investment Advisors, LLC 0.09% Reduce -7.4% 1,248 $355K
Lodestar Private Asset Management LLC 0.05% Add +4.2% 1,247 $354K
GM Advisory Group, LLC 0.02% Add +2.2% 1,247 $354K
Concentrum Wealth Management 0.16% Add +47.5% 1,243 $353K
Sequent Asset Management, LLC 0.19% No change 1,239 $352K
Sather Financial Group Inc 0.03% No change 1,236 $351K
Summit Wealth & Retirement Planning, Inc. 0.13% Reduce -5.5% 1,235 $351K
Fifth Third Wealth Advisors LLC 0.05% Add +19.3% 1,235 $351K
Investment Partners Asset Management, Inc. 0.32% New 1,231 $350K
VestGen Investment Management 0.11% New 1,228 $349K
Phoenix Wealth Advisors 0.21% Add +0.1% 1,225 $348K
Cascade Financial Partners, LLC 0.05% — 1,246 $348K
Obermeyer Wealth Partners 0.02% Add +1.1% 1,223 $347K
Bluefin Capital Management, LLC 0.09% New 1,219 $346K
Keudell/Morrison Wealth Management 0.10% Add +0.3% 1,216 $346K
Accurate Wealth Management, LLC 0.10% Add +12.6% 1,240 $344K
Page Arthur B 0.35% No change 1,206 $343K
Catalina Capital Group, LLC 0.15% Add +60.2% 1,205 $342K
Planning Directions Inc. 0.24% Reduce -12.7% 1,203 $342K
Strategic Advisors LLC 0.07% Reduce -4.8% 1,201 $341K
NORTHSTAR ASSET MANAGEMENT Co 0.08% No change 1,200 $341K
Schaper Benz & Wise Investment Counsel Inc. 0.03% New 1,200 $341K
Equitable Trust Co. 0.02% New 1,200 $341K
Sienna Gestion 0.03% — 1,198 $340K
Jessup Wealth Management, Inc 0.15% Add +19.6% 1,196 $340K
Mattern Wealth Management LLC 0.08% New 1,196 $340K
Optimum Investment Advisors 0.16% Add +1.7% 1,195 $340K
AIA Group Ltd 0.01% Reduce -18.7% 1,193 $339K
HBW Advisory Services LLC 0.06% No change 1,143 $337K
Northwest Investment Counselors, LLC 0.08% No change 1,185 $337K
Greenwood Gearhart LLC 0.03% No change 1,177 $334K
QCM Cayman, Ltd. 4.48% New 1,172 $333K
Nebula Research & Development LLC 0.07% Reduce -29.3% 1,169 $332K
Berger Financial Group, Inc 0.03% Add +3.9% 1,168 $332K
Titleist Asset Management, LLC 0.06% Add +5.8% 1,160 $330K
Peregrine Asset Advisers, Inc. 0.13% New 1,359 $329K
MMBG Investment Advisors Co. 0.03% New 1,157 $329K
Allstate Corp. 0.02% Reduce -0.9% 1,151 $327K
Conning Inc. 0.01% Reduce -3.8% 1,151 $327K
AMG National Trust Bank 0.01% No change 1,151 $327K
Sovereign Financial Group, Inc. 0.09% New 1,150 $327K
Arvest Trust Co. N A 0.02% Reduce -20.6% 1,148 $326K
Goepper Burkhardt LLC 0.15% Reduce -8.1% 1,093 $325K
Atticus Wealth Management, LLC 0.11% Add +30.0% 1,144 $325K
O'Dell Group, LLC 0.08% New 1,140 $324K
Carmel Capital Partners, LLC 0.13% Reduce -1.3% 1,137 $323K
Stokes Family Office, LLC 0.04% No change 1,135 $322K
9258 Wealth Management, LLC 0.05% Add +23.7% 1,132 $322K
McGlone Suttner Wealth Management, Inc. 0.06% Add +19.1% 1,129 $321K
Vigilare Wealth Management 0.16% Reduce -25.4% 1,126 $320K
Private Wealth Partners, LLC 0.03% Add +10.1% 1,126 $320K
Cynosure Group, LLC 0.06% New 1,122 $319K
Great Diamond Partners, LLC 0.07% Reduce -4.5% 1,116 $317K
Veracity Capital LLC 0.12% Add +15.8% 1,101 $313K
CoreCap Advisors, LLC 0.02% Reduce -31.5% 1,098 $312K
Checchi Capital Advisers, LLC 0.02% Reduce -4.4% 1,097 $312K
Symmetry Partners, LLC 0.02% Reduce -6.6% 1,086 $309K
Essex Financial Services, Inc. 0.03% Reduce -16.0% 1,085 $308K
Bank of Hawaii 0.01% Add +42.8% 1,084 $308K
Barrett & Company, Inc. 0.15% Reduce -10.6% 1,080 $307K
Cascade Investment Group, Inc. 0.23% No change 1,079 $307K
John G Ullman & Associates Inc. 0.05% No change 1,078 $306K
Clarity Wealth Advisors, LLC 0.10% New 1,077 $306K
Invictus Private Wealth, LLC 0.03% Reduce -1.9% 1,076 $306K
Bank of Stockton 0.09% Add +25.1% 1,072 $305K
WNY Asset Management, LLC 0.05% New 1,072 $305K
Howard Financial Services, LTD. 0.05% Add +0.8% 1,070 $304K
Aspiriant, LLC 0.01% Add +0.9% 1,069 $304K
Rehmann Capital Advisory Group 0.02% Reduce -7.6% 1,068 $303K
Bouchey Financial Group, Ltd. 0.03% Add +10.0% 1,067 $303K
Israel Discount Bank of New York 0.38% Add +11.3% 1,063 $302K
Virtue Capital Management, LLC 0.05% Reduce -36.5% 1,072 $302K
L2 Asset Management, LLC 0.10% Add +7.1% 1,055 $300K
Canopy Partners, LLC 0.15% Add +2.1% 1,052 $299K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +2.4% 1,050 $298K
McNamara Financial Services, Inc. 0.06% No change 1,041 $296K
Beacon Investment Advisors LLC 0.17% Add +0.2% 1,040 $295K
Conservest Capital Advisors, Inc. 0.03% Add +7.3% 1,039 $295K
Verum Partners LLC 0.10% No change 1,032 $293K
Investment House LLC 0.02% New 1,030 $293K
Interchange Capital Partners, LLC 0.20% Add +39.8% 1,401 $292K
Yeomans Consulting Group, Inc. 0.13% New 1,025 $291K
New England Research & Management, Inc. 0.14% New 1,025 $291K
NorthCoast Asset Management LLC 0.00% Add +6.3% 1,016 $289K
Paragon Private Wealth Management, LLC 0.17% Add +43.3% 1,010 $287K
Prairie Wealth Advisors, Inc. 0.13% — 1,004 $285K
Clarity Capital Partners LLC 0.19% Reduce -2.3% 1,002 $285K
Central Asset Investments & Management Holdings (HK) Ltd 0.34% Reduce -89.1% 1,000 $284K
Merrion Investment Management Co, LLC 0.20% New 1,000 $284K
DCF Advisers, LLC 0.17% New 1,000 $284K
Versor Investments LP 0.06% New 1,000 $284K
CloudAlpha Capital Management Limited/Hong Kong 0.04% Reduce -97.0% 1,000 $284K
Lipe & Dalton 0.15% No change 1,000 $284K
Redwood Wealth Management Group, LLC 0.30% New 999 $284K
Octavia Wealth Advisors, LLC 0.04% Reduce -19.2% 998 $284K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.5% 997 $283K
McDaniel Terry & Co. 0.03% New 995 $283K
Cherry Creek Investment Advisors, Inc. 0.15% No change 987 $280K
CWA Asset Management Group, LLC 0.02% Reduce -30.4% 986 $280K
Keel Point, LLC 0.03% Add +2.8% 985 $280K
Round Rock Advisors LLC 0.07% No change 982 $279K
Wealth Architects, LLC 0.04% Add +12.8% 978 $278K
Steel Grove Capital Advisors, LLC 0.04% Add +37.2% 977 $278K
Grandview Asset Management LLC 0.13% Add +2.6% 970 $276K
Proficio Capital Partners LLC 0.03% Add +10.2% 970 $276K
Parkside Financial Bank & Trust 0.04% Add +9.6% 969 $275K
Silicon Valley Capital Partners 0.04% Add +21.9% 962 $273K
World Investment Advisors 0.04% New 810 $273K
First Bancorp, Inc 0.21% No change 958 $272K
Ancora Advisors LLC 0.01% Add +129.9% 952 $271K
Epic Trust Investment Advisors, LLC 0.33% Add +22.4% 947 $269K
Marcum Wealth, LLC 0.03% Add +10.8% 947 $269K
Keystone Financial Group 0.04% Add +12.5% 947 $269K
Plancorp, LLC 0.01% Add +2.2% 946 $269K
Voisard Asset Management Group, Inc. 0.15% Add +3.9% 939 $267K
Totem Point Management, LLC 0.29% Reduce -91.0% 939 $267K
Bay Rivers Group 0.15% New 936 $266K
Fourpath Capital Management, LLC 0.18% Reduce -7.4% 932 $265K
Wexford Capital LP 0.05% New 928 $264K
Mesirow Financial Investment Management, Inc. 0.01% Add +25.8% 918 $261K
Capital Wealth Alliance, LLC 0.15% New 914 $260K
Roberts Glore & Co. Inc. 0.08% Add +7.5% 914 $260K
Carolinas Wealth Consulting LLC 0.05% Reduce -12.9% 911 $259K
PDS Planning, Inc 0.03% Add +11.9% 910 $259K
Fiduciary Family Office, LLC 0.10% Add +3.6% 902 $256K
Alta Advisers Ltd 0.13% No change 900 $256K
Citizens National Bank Trust Department 0.06% No change 900 $256K
Intrua Financial, LLC 0.04% New 899 $255K
ProVise Management Group, LLC 0.02% Reduce -6.0% 891 $253K
Loomis Sayles & Co. L P 0.00% Reduce -6.8% 889 $253K
Kathmere Capital Management, LLC 0.03% Add +2.1% 890 $253K
Pine Valley Investments Ltd Liability Co 0.02% New 889 $253K
Montz Harcus Wealth Management LLC 0.17% Add +2.1% 888 $252K
Atlanta Consulting Group Advisors, LLC 0.09% — 885 $251K
Covestor Ltd 0.16% Add +23.2% 881 $250K
Hall Laurie J Trustee 0.09% No change 880 $250K
Bridgefront Capital, LLC 0.19% New 874 $248K
Elmwood Wealth Management, Inc. 0.11% Add +24.3% 870 $247K
Edgestream Partners, L.P. 0.01% Reduce -84.5% 870 $247K
Bordeaux Wealth Advisors LLC 0.08% Reduce -10.2% 867 $246K
Prosperity Consulting Group, LLC 0.03% New 867 $246K
TD Private Client Wealth LLC 0.01% Add +5.1% 850 $242K
Palisade Capital Management, LP 0.01% New 850 $242K
Apexium Financial, LP 0.02% New 849 $241K
Drive Wealth Management, LLC 0.07% Add +8.1% 846 $240K
Stevard, LLC 0.22% Add +17.0% 846 $240K
Wilkinson Global Asset Management LLC 0.02% No change 846 $240K
Abbrea Capital, LLC 0.03% Add +5.8% 841 $239K
Cambridge Advisors Inc. 0.06% Add +21.9% 836 $238K
Capital Advisors Inc. 0.01% Add +2.7% 835 $237K
Sax Wealth Advisors, LLC 0.03% Reduce -28.1% 833 $237K
Imprint Wealth LLC 0.06% New 843 $236K
Allen Capital Group, LLC 0.03% New 827 $235K
Angeles Wealth Management, LLC 0.02% Reduce -34.8% 826 $235K
Flaharty Asset Management, LLC 0.03% Reduce -33.5% 825 $234K
Hazlett, Burt & Watson, Inc. 0.14% Add +3.7% 822 $234K
Shepherd Financial Partners LLC 0.03% New 817 $232K
Essex LLC 0.05% Reduce -24.1% 817 $232K
Adero Partners, LLC 0.02% Add +1.2% 817 $232K
Continuum Advisory, LLC 0.03% Add +1.3% 783 $232K
Nelson Capital Management, LLC 0.04% Add +9.0% 814 $231K
Consolidated Portfolio Review Corp 0.06% Reduce -93.0% 813 $231K
Kaizen Financial Strategies 0.16% New 810 $230K
Pinkerton Wealth, LLC 0.04% New 809 $230K
Emerald Mutual Fund Advisers Trust 0.01% Reduce -13.6% 808 $230K
Facet Wealth, Inc. 0.01% Reduce -17.9% 761 $229K
AllSquare Wealth Management LLC 0.13% No change 800 $227K
CYBER HORNET ETFs LLC 0.27% Reduce -1.3% 811 $227K
SOA Wealth Advisors, LLC. 0.05% Add +49.9% 796 $226K
180 Wealth Advisors, LLC 0.04% Reduce -36.4% 792 $225K
Zhang Financial LLC 0.02% New 790 $224K
Optimist Retirement Group LLC 0.12% New 790 $224K
Aveo Capital Partners, LLC 0.02% Add +5.3% 757 $224K
Ellsworth Advisors, LLC 0.06% Reduce -5.3% 803 $224K
First Bank & Trust 0.05% New 786 $223K
Optas, LLC 0.06% Reduce -1.1% 784 $223K
Aaron Wealth Advisors LLC 0.03% Add +11.3% 779 $221K
Horizon Family Wealth, Inc. 0.17% Reduce -68.5% 777 $221K
Claret Asset Management Corp 0.04% Reduce -5.3% 772 $219K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -11.5% 769 $218K
Mosley Wealth Management 0.20% Add +3.0% 767 $218K
Moisand Fitzgerald Tamayo, LLC 0.03% Add +0.7% 765 $217K
Evanson Asset Management, LLC 0.02% New 764 $217K
Roanoke Asset Management Corp./ NY 0.07% No change 765 $217K
Silver Oak Securities, Incorporated 0.03% Reduce -85.8% 758 $215K
Voya Financial Advisors, Inc. 0.02% New 762 $215K
Wayfinding Financial, LLC 0.13% New 711 $215K
Patriot Financial Group Insurance Agency, LLC 0.03% New 755 $215K
FAS Wealth Partners, Inc. 0.02% Add +7.0% 754 $214K
PBMares Wealth Management LLC 0.06% Add +2.2% 754 $214K
Vantage Consulting Group Inc 0.14% Add +8.3% 753 $214K
Seven Mile Advisory 0.16% Add +4.0% 751 $213K
Cross Staff Investments Inc 0.18% No change 750 $213K
Lafayette Investments, Inc. 0.05% New 750 $213K
Thompson Siegel & Walmsley LLC 0.00% No change 750 $213K
Oder Investment Management, LLC 0.20% Reduce -5.1% 748 $213K
Gabelli Funds LLC 0.00% Reduce -97.8% 745 $212K
Cadence Bank 0.02% Reduce -3.0% 744 $211K
Aureus Asset Management, LLC 0.01% Reduce -11.6% 739 $210K
TCTC Holdings, LLC 0.01% No change 738 $210K
Future Fund LLC 1.70% New 737 $209K
Register Financial Advisors LLC 0.11% Add +5.7% 737 $209K
Greenland Capital Management LP 0.03% Reduce -45.1% 737 $209K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -69.6% 730 $208K
Sky Investment Group LLC 0.04% New 730 $207K
Opal Wealth Advisors, LLC 0.07% Reduce -15.9% 727 $207K
Gallacher Capital Management LLC 0.10% New 724 $206K
Legacy Financial Advisors, Inc. 0.04% New 723 $205K
Garde Capital, Inc. 0.01% Reduce -10.0% 722 $205K
Northwest Wealth Management, LLC 0.06% Add +2.7% 721 $205K
Ewa, LLC 0.09% Add +2.2% 688 $205K
Gries Financial LLC 0.03% Add +0.8% 720 $205K
Alaska Permanent Fund Corp 0.00% Add +403.5% 720 $205K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.09% New 718 $204K
Concentric Wealth Management, LLC 0.05% New 717 $204K
AQR Arbitrage LLC 0.01% Reduce -14.1% 717 $204K
NCM Capital Management, LLC 0.11% New 716 $203K
Legacy Advisors, LLC 0.03% New 716 $203K
Indiana Trust & Investment Management Co 0.08% Add +11.6% 714 $203K
Hoge Financial Services, LLC 0.17% New 713 $203K
Signature Wealth Management Partners, LLC 0.16% No change 711 $202K
Holistic Financial Partners 0.10% Reduce -14.8% 710 $202K
Frisch Financial Group, Inc. 0.07% Reduce -9.6% 703 $200K
Blume Capital Management, Inc. 0.05% No change 700 $199K
Arlington Trust Co LLC 0.05% No change 669 $190K
MassMutual Private Wealth & Trust, FSB 0.01% Add +2.6% 630 $179K
Westside Investment Management, Inc. 0.04% No change 632 $179K
Custom Portfolio Group LLC 0.14% No change 600 $170K
FSA Wealth Management LLC 0.07% No change 587 $167K
Icon Wealth Advisors, LLC 0.02% New 583 $166K
SouthState Bank Corp 0.01% No change 577 $164K
Larson Financial Group LLC 0.01% Add +707.0% 573 $163K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.12% Add +1.8% 563 $160K
Hartford Financial Management Inc. 0.03% No change 560 $159K
Baldwin Wealth Partners LLC 0.01% No change 558 $159K
Tradewinds Capital Management, LLC 0.04% No change 550 $156K
Activest Wealth Management 0.07% Add +1190.5% 542 $154K
Brown Shipley& Co Ltd 0.05% Reduce -11.7% 543 $152K
University of Texas/Texas Am Investment Management Co. 0.04% No change 514 $152K
Jupiter Wealth Management LLC 0.08% New 500 $152K
Horizon Bancorp Inc. 0.07% Add +51.1% 532 $151K
Pinnacle Bancorp, Inc. 0.04% No change 525 $149K
Hanson & Doremus Investment Management 0.02% Reduce -34.9% 508 $144K
Adirondack Trust Co. 0.06% No change 505 $143K
Manchester Capital Management LLC 0.02% Add +145.6% 501 $142K
Grove Bank & Trust 0.02% No change 494 $140K
ORG Partners LLC 0.26% Reduce -48.6% 481 $134K
PrairieView Partners, LLC 0.01% No change 450 $128K
Caldwell Sutter Capital, Inc. 0.06% Add +18.8% 448 $127K
Rise Advisors, LLC 0.07% Add +83.0% 441 $125K
Asset Dedication, LLC 0.01% Add +11.5% 445 $125K
Hexagon Capital Partners LLC 0.03% Add +232.8% 426 $121K
Valley National Advisers Inc. 0.02% Add +5.7% 428 $121K
Johnson Financial Group, Inc. 0.01% Add +13.6% 417 $118K
Gables Capital Management Inc. 0.06% New 400 $114K
Ramirez Asset Management, Inc. 0.02% No change 400 $114K
ICA Group Wealth Management, LLC 0.02% Add +266.7% 385 $109K
DSM Capital Partners LLC 0.00% No change 377 $107K
Stone House Investment Management, LLC 0.02% New 370 $105K
Financial Perspectives, Inc 0.04% Reduce -0.3% 366 $104K
Avior Wealth Management, LLC 0.00% Add +157.0% 365 $104K
Provenance Wealth Advisors, LLC 0.01% Add +131.2% 356 $101K
Northwest Capital Management Inc 0.03% Add +18.3% 355 $101K
Advantage Trust Co 0.07% No change 350 $99K
Costello Asset Management, INC 0.07% New 350 $99K
Blue Trust, Inc. 0.00% Reduce -48.3% 347 $99K
Salomon & Ludwin, LLC 0.01% Reduce -4.7% 343 $97K
Kelly Financial Services LLC 0.04% Reduce -0.3% 338 $96K
Castleview Partners, LLC 0.05% Add +8.2% 331 $94K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.3% 323 $92K
Rosenberg Matthew Hamilton 0.03% No change 318 $89K
Towne Trust Company, N.A 0.03% New 300 $85K
Mango Five Family, Inc. 0.03% No change 300 $85K
Householder Group Estate & Retirement Specialist, LLC 0.03% Add +27.0% 296 $84K
GoalVest Advisory LLC 0.03% Add +7.0% 290 $82K
Toth Financial Advisory Corp. 0.01% Add +34.4% 285 $81K
Catalyst Capital Advisors LLC 0.00% Reduce -1.1% 284 $81K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 2.83% New 278 $79K
Atwood & Palmer Inc. 0.01% No change 273 $78K
Sachetta, LLC 0.04% No change 262 $77K
Cornerstone Planning Group LLC 0.02% Reduce -21.9% 257 $76K
FinTrust Capital Advisors, LLC 0.01% Reduce -76.3% 267 $76K
Bell Investment Advisors, Inc 0.01% Add +3.9% 264 $75K
Clean Yield Group 0.03% No change 261 $74K
Frazier Financial Advisors, LLC 0.06% Add +2.8% 260 $74K
First Foundation Advisors 0.00% Add +37.8% 259 $74K
JDM Financial Group LLC 0.05% No change 258 $73K
Raleigh Capital Management Inc. 0.03% Reduce -71.6% 256 $73K
AdvisorNet Financial, Inc 0.01% Reduce -1.9% 254 $72K
Quent Capital, LLC 0.01% Add +7.3% 250 $71K
Bank of New Hampshire 0.02% No change 249 $71K
GHP Investment Advisors, Inc. 0.00% Add +160.6% 245 $70K
CVA Family Office, LLC 0.01% Add +5.3% 240 $68K
Tyler-Stone Wealth Management 0.03% Reduce -7.8% 238 $68K
Oakworth Capital, Inc. 0.01% No change 233 $66K
First Command Advisory Services, Inc. 0.00% No change 225 $64K
Salem Investment Counselors Inc. 0.00% Add +0.9% 224 $64K
Financial Management Professionals, Inc. 0.01% Reduce -1.4% 220 $63K
Frank, Rimerman Advisors LLC 0.01% Add +128.0% 212 $60K
Institutional & Family Asset Management, LLC 0.01% No change 197 $56K
Atlas Capital Advisors Inc. 0.01% New 197 $56K
Archer Investment Corp 0.02% Add +236.8% 192 $55K
RFP Financial Group LLC 0.02% Add +190.9% 192 $54K
Wolff Wiese Magana LLC 0.05% Reduce -87.6% 187 $53K
LRI Investments, LLC 0.01% — 187 $53K
Impact Partnership Wealth, LLC 0.02% Reduce -8.1% 181 $51K
Tsfg, LLC 0.01% Reduce -1.1% 175 $50K
Cetera Trust Company, N.A 0.03% No change 174 $49K
Koesten, Hirschmann & Crabtree, INC. 0.03% New 172 $49K
Sanctuary Wealth Management, L.L.C. 0.04% No change 171 $49K
Tidemark, LLC 0.03% Add +1.8% 170 $48K
FSC Wealth Advisors, LLC 0.03% New 166 $47K
Hanseatic Management Services Inc. 0.07% No change 165 $47K
Fernwood Investment Management, LLC 0.01% New 162 $46K
Plante Moran Financial Advisors, LLC 0.00% Add +3.9% 160 $45K
Aspect Partners, LLC 0.04% No change 156 $44K
Orion Capital Management LLC 0.02% No change 154 $44K
West Oak Capital, LLC 0.02% No change 150 $43K
Emfo, LLC 0.04% No change 150 $43K
PFS Partners, LLC 0.03% No change 150 $43K
Mark Sheptoff Financial Planning, LLC 0.02% No change 150 $43K
Delta Asset Management LLC 0.00% No change 148 $42K
Center for Financial Planning, Inc. 0.01% No change 147 $42K
Smartleaf Asset Management LLC 0.01% Reduce -28.1% 146 $41K
Webster Bank, N. A. 0.00% Add +44.4% 143 $41K
RiverPark Advisors, LLC 0.03% New 140 $40K
Pingora Partners LLC 0.03% New 140 $40K
Ruedi Wealth Management, Inc. 0.02% New 137 $39K
First Pacific Financial 0.01% Add +3.8% 137 $39K
Balefire, LLC 0.01% No change 133 $38K
Byrne Asset Management LLC 0.03% No change 126 $36K
Armstrong Advisory Group, Inc. 0.00% No change 116 $34K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Reduce -38.5% 120 $34K
MV Capital Management, Inc. 0.00% Add +11.2% 119 $34K
First United Bank & Trust 0.01% No change 118 $34K
Global Assets Advisory, LLC 0.02% New 118 $33K
American National Bank & Trust 0.00% Reduce -49.8% 116 $33K
Richard W. Paul & Associates, LLC 0.01% Reduce -86.7% 113 $32K
Cohen & Steers, Inc. 0.00% Reduce -19.3% 113 $32K
New England Capital Financial Advisors LLC 0.02% Add +833.3% 112 $32K
Meeder Asset Management Inc. 0.00% New 112 $32K
Cape Investment Advisory, Inc. 0.01% Add +1111.1% 109 $31K
Central Bank & Trust Co. 0.00% Add +89.3% 106 $30K
Ulland Investment Advisors, LLC 0.02% New 105 $30K
GW&K Investment Management, LLC 0.00% Add +7.2% 104 $30K
MUFG Securities EMEA plc 0.00% No change 102 $29K
Providence Capital Advisors, LLC 0.01% New 101 $29K
Cedar Mountain Advisors, LLC 0.01% No change 101 $29K
Piscataqua Savings Bank 0.03% New 100 $28K
Mb, Levis & Associates, LLC 0.02% No change 100 $28K
EntryPoint Capital, LLC 0.03% Reduce -61.6% 99 $28K
Financial Synergies Wealth Advisors, Inc. 0.00% Add +3200.0% 99 $28K
MidAtlantic Capital Management, Inc. 0.02% Reduce -2.1% 94 $27K
JFS Wealth Advisors, LLC 0.00% Add +158.3% 93 $26K
Caitlin John, LLC 0.02% No change 92 $26K
Pacifica Partners Inc. 0.01% No change 90 $26K
Pathway Financial Advisers, LLC 0.01% Add +63.0% 88 $25K
Global Wealth Strategies & Associates 0.01% Add +136.1% 85 $24K
Planning Capital Management Corp 0.02% Add +43.9% 82 $23K
Retirement Group, LLC 0.01% Add +10.8% 82 $23K
Accordant Advisory Group Inc 0.02% — 78 $22K
Evergreen Private Wealth LLC 0.01% No change 78 $22K
Anchor Investment Management, LLC 0.00% New 78 $22K
Wetzel Investment Advisors, Inc. 0.01% No change 77 $22K
First Personal Financial Services 0.00% No change 75 $21K
Avion Wealth 0.01% Add +208.7% 71 $21K
Beaird Harris Wealth Management, LLC 0.00% No change 72 $20K
LifeSteps Financial, Inc. 0.02% New 72 $20K
Abound Wealth Management 0.01% Add +29.1% 71 $20K
Riverview Trust Co 0.02% New 70 $20K
REAP Financial Group, LLC 0.01% Add +14.0% 65 $19K
First PREMIER Bank 0.00% New 64 $18K
Steph & Co. 0.01% New 63 $18K
Anfield Capital Management, LLC 0.01% New 62 $18K
FWL Investment Management, LLC 0.01% Reduce -82.9% 60 $17K
Stephens Consulting, LLC 0.01% No change 60 $17K
Tortoise Investment Management, LLC 0.00% Add +78.8% 59 $17K
Arax Advisory Partners 0.00% Add +1.8% 56 $16K
Rogco, LP 0.01% New 55 $16K
C M Bidwell & Associates Ltd. 0.01% No change 54 $15K
Semmax Financial Advisors Inc. 0.00% Add +1125.0% 49 $15K
Stuart Chaussee & Associates, Inc. 0.00% No change 51 $14K
Mowery & Schoenfeld Wealth Management, LLC 0.03% No change 50 $14K
AlphaMark Advisors, LLC 0.00% Add +500.0% 48 $14K
Coston, McIsaac & Partners 0.00% No change 48 $13K
NCP Inc. 0.01% — 45 $13K
Raffa Wealth Management, LLC 0.00% Add +36.4% 45 $13K
Janiczek Wealth Management, LLC 0.00% Reduce -4.3% 44 $13K
Glen Eagle Advisors, LLC 0.00% No change 43 $12K
Robinswood Financial LLC 0.01% Add +10.3% 43 $12K
Sittner & Nelson, LLC 0.01% No change 42 $12K
Quarry LP 0.01% Reduce -85.3% 41 $12K
Private Wealth Management Group, LLC 0.01% Add +85.7% 39 $11K
HighMark Wealth Management LLC 0.01% Reduce -4.3% 22 $11K
Red Tortoise LLC 0.01% No change 39 $11K
JCIC Asset Management Inc. 0.00% No change 38 $11K
Versant Capital Management, Inc 0.00% No change 38 $11K
Godsey & Gibb, Inc. 0.00% No change 33 $9K
AM Squared Ltd 0.03% New 33 $9K
Winch Advisory Services, LLC 0.00% No change 33 $9K
Signature Resources Capital Management, LLC 0.01% No change 30 $9K
Carolina Wealth Advisors, LLC 0.00% No change 30 $9K
Solstein Capital, LLC 0.01% No change 27 $8K
Prestige Wealth Management Group LLC 0.00% No change 26 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% New 25 $7K
Beacon Capital Management, LLC 0.00% Add +162.5% 21 $6K
MCF Advisors LLC 0.00% Add +10.5% 21 $6K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 20 $6K
Core Wealth Advisors, Inc. 0.00% No change 20 $6K
Sound Income Strategies, LLC 0.00% Add +111.1% 19 $5K
WealthCollab, LLC 0.00% No change 18 $5K
LGT Financial Advisors LLC 0.01% No change 18 $5K
Bay Harbor Wealth Management, LLC 0.00% Reduce -90.2% 18 $5K
Mascoma Wealth Management LLC 0.00% No change 18 $5K
Creative Capital Management Investments LLC 0.00% No change 17 $5K
Bare Financial Services, Inc 0.00% New 16 $5K
PayPay Securities Corp 0.23% No change 16 $5K
VitalStone Financial, LLC 0.00% New 15 $4K
Cherry Tree Wealth Management, LLC 0.00% No change 14 $4K
Albion Financial Group 0.00% New 14 $4K
DecisionPoint Financial, LLC 0.00% No change 13 $4K
1832 Asset Management L.P. 0.00% Reduce -100.0% 13 $4K
Eagle Bay Advisors LLC 0.00% New 12 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 12 $3K
Key Financial Inc 0.00% Reduce -55.6% 12 $3K
Tucker Asset Management LLC 0.00% No change 12 $3K
Valued Wealth Advisors LLC 0.00% Add +1000.0% 11 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 11 $3K
Chesapeake Asset Management LLC 0.00% New 11 $3K
City State Bank 0.00% No change 12 $3K
Carmichael Hill & Associates, Inc. 0.00% No change 10 $3K
SJS Investment Consulting Inc. 0.00% Reduce -95.2% 10 $3K
Berkshire Capital Holdings Inc. 0.00% No change 10 $3K
Contravisory Investment Management, Inc. 0.00% No change 10 $3K
TruNorth Capital Management, LLC 0.00% — 9 $3K
Main Street Group, LTD 0.00% No change 9 $3K
Lowe Wealth Advisors, LLC 0.00% New 8 $2K
Aspire Private Capital, LLC 0.00% Reduce -99.5% 8 $2K
Capital Advisors, Ltd. LLC 0.00% New 6 $2K
TFC Financial Management, Inc. 0.00% Add +100.0% 6 $2K
Clear Investment Research, LLC 0.00% No change 5 $1K
Delos Wealth Advisors, LLC 0.00% New 5 $1K
Studio Investment Management LLC 0.00% New 4 $1K
True Wealth Design, LLC 0.00% Add +100.0% 4 $1K
AlphaQuest LLC 0.00% New 4 $1K
Horrell Capital Management, Inc. 0.00% New 2 $1K
Financial Gravity Asset Management, Inc. 0.00% Reduce -62.5% 3 $984
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $853
Dogwood Wealth Management LLC 0.00% No change 2 $578
WestEnd Advisors, LLC 0.00% No change 2 $568
ClariVest Asset Management LLC 0.00% Reduce -100.0% 2 $565
Mine & Arao Wealth Creation & Management, LLC. 0.00% New 1 $285
Palisade Asset Management, LLC 0.00% New 1 $285
Paloma Partners Management Co 0.00% Reduce -99.6% 1 $284
West Paces Advisors Inc. 0.00% No change 1 $284

"% of holder's portfolio" is PANW's weight in each manager's 13F, not the share of Palo Alto Networks Inc. the manager owns.