Philip Morris InternationalPM

13F holders, Q3 2025 (September 30)
2,736holders −111
121new positions
208sold out
20famous investors
$162.19avg. 13F price*

At the end of Q3 2025, 2,736 institutions reported holding Philip Morris International (PM) in their 13F filings, down 111 from Q2 2025. 121 opened new positions and 208 sold out. The largest holders were Vanguard Group Inc. ($23.3B), Capital World Investors ($20.9B) and BlackRock, Inc. ($17.1B). 20 famous investors held it, including Tom Russo (8.1% of Gardner Russo & Quinn's portfolio), Terry Smith (5.9% of Fundsmith's portfolio) and Stephen Mandel (5.4% of Lone Pine Capital's portfolio).

Company
Philip Morris International
Sector
Health Care
CUSIP
718172109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions121$401.4M
Exits208$1.4B

All 13F filers, Q2 2025 → Q3 2025: 57,003,615 shares bought and 43,975,900 shares sold, net +13,027,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,736 holders

Vanguard Group Inc. 0.35% Add +0.4% 143,468,448 $23.3B
Capital World Investors 2.86% Add +2.1% 128,776,327 $20.9B
BlackRock, Inc. 0.30% Add +1.6% 105,259,766 $17.1B
Capital International Investors 2.34% Add +1.0% 89,150,871 $14.5B
GQG Partners LLC 13.70% Add +6.3% 54,981,850 $8.9B
State Street Corp. 0.31% Reduce -1.6% 54,951,254 $8.9B
JPMorgan Chase & Co. 0.49% Add +2.9% 47,253,986 $7.7B
Capital Research Global Investors 1.33% Add +7.2% 43,546,533 $7.1B
FMR LLC 0.34% Add +24.3% 40,470,733 $6.6B
Geode Capital Management, LLC 0.39% Add +2.0% 37,924,853 $6.1B
Morgan Stanley 0.24% Add +12.5% 24,452,909 $4.0B
Wellington Management Group LLP 0.51% Reduce -13.7% 17,992,693 $2.9B
Invesco Ltd. 0.39% Reduce -4.7% 15,247,622 $2.5B
Bank of America Corp. 0.18% Add +4.1% 14,792,881 $2.4B
Northern Trust Corp. 0.31% Add +2.8% 14,701,879 $2.4B
Franklin Resources Inc. 0.56% Add +6.1% 13,559,071 $2.2B
Bank of New York Mellon Corp 0.39% Reduce -5.6% 13,428,841 $2.2B
Charles Schwab Investment Management Inc. 0.34% Reduce -0.3% 13,146,812 $2.1B
T. Rowe Price Associates Inc. 0.22% Add +10.5% 12,591,342 $2.0B
WCM Investment Management, LLC 3.82% Reduce -0.0% 11,270,786 $1.8B
Fayez Sarofim & Co 4.17% Add +3.8% 11,085,935 $1.8B
Nuveen, LLC 0.43% Reduce -1.6% 10,089,560 $1.6B
Goldman Sachs Group Inc. 0.21% Add +4.0% 8,759,422 $1.4B
Legal & General Group Plc 0.28% Add +3.6% 7,802,736 $1.3B
Ninety One UK Ltd 2.52% Reduce -3.9% 7,192,389 $1.2B
Fundsmith 5.89% Reduce -20.8% 7,188,144 $1.2B
Boston Partners 1.17% Add +12.7% 7,019,625 $1.1B
Royal Bank of Canada 0.20% Add +23.0% 6,976,044 $1.1B
Massachusetts Financial Services Co. 0.34% Reduce -23.3% 6,825,908 $1.1B
First Eagle Investment Management, LLC 1.81% Reduce -14.2% 6,121,345 $992.9M
Envestnet Asset Management Inc. 0.28% Reduce -0.3% 6,009,976 $974.8M
Barclays PLC 0.33% Add +49.3% 5,518,999 $895.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.19% Reduce -20.5% 5,347,803 $867.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.78% Add +17.8% 5,317,293 $862.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.60% Add +4.0% 5,125,522 $831.4M
Raymond James Financial Inc. 0.25% Add +10.8% 4,756,435 $771.5M
UBS Group AG 0.15% Add +33.5% 4,672,152 $757.8M
Gardner Russo & Quinn 8.11% Reduce -4.3% 4,662,201 $756.2M
Lone Pine Capital 5.45% Add +67.3% 4,614,443 $748.5M
Ameriprise Financial Inc. 0.17% Reduce -4.6% 4,592,465 $739.4M
Swiss National Bank 0.42% Reduce -4.8% 4,486,800 $727.8M
Viking Global Investors 1.86% Add +28.1% 4,426,128 $717.9M
Alliancebernstein L.P. 0.20% Add +1.4% 3,817,984 $619.3M
National Pension Service 0.48% Add +2.6% 3,810,514 $618.1M
Independent Franchise Partners LLP 4.04% Reduce -1.0% 3,775,512 $612.4M
Wells Fargo & Company 0.12% Add +4.9% 3,646,948 $591.5M
Arrowstreet Capital, Limited Partnership 0.34% Reduce -8.1% 3,290,983 $533.8M
AQR Capital Management 0.34% Reduce -4.0% 3,245,746 $526.3M
Sumitomo Mitsui Trust Group, Inc. 0.30% Add +1.4% 3,219,508 $522.2M
Dimensional Fund Advisors LP 0.11% Reduce -0.6% 3,213,211 $521.2M
Federated Hermes, Inc. 0.81% Add +12.2% 2,836,828 $460.1M
Mackenzie Financial Corp. 0.55% Reduce -21.3% 2,819,943 $457.4M
HSBC Holdings PLC 0.27% Add +3.8% 2,804,322 $455.4M
Janus Henderson Group PLC 0.21% Add +113.0% 2,772,304 $449.7M
PNC Financial Services Group, Inc. 0.26% Reduce -4.0% 2,656,084 $430.8M
Neuberger Berman Group LLC 0.31% Reduce -17.7% 2,626,956 $426.1M
LPL Financial LLC 0.12% Add +11.1% 2,609,361 $423.2M
Deutsche Bank AG 0.14% Reduce -14.3% 2,545,625 $412.9M
Canada Pension Plan Investment Board 0.29% Add +37.7% 2,530,496 $410.4M
DekaBank Deutsche Girozentrale 0.69% No change 2,517,673 $410.1M
Van Eck Associates Corp. 0.37% Add +0.5% 2,461,056 $398.1M
Truist Financial Corp. 0.53% Add +1.6% 2,407,416 $390.5M
Rhumbline Advisers 0.31% Reduce -4.0% 2,347,105 $380.7M
Fundsmith Investment Services LTD. 5.65% Reduce -19.9% 2,234,140 $362.4M
London Co. of Virginia 1.98% Reduce -0.8% 2,211,518 $358.7M
Public Employees Retirement Association of Colorado 1.29% Add +32.5% 2,171,563 $352.2M
Barrow Hanley Mewhinney & Strauss LLC 1.11% Reduce -11.9% 2,141,877 $347.4M
Lord, Abbett & Co. LLC 1.02% Add +11.3% 2,025,600 $328.6M
Bank of Montreal 0.13% Add +0.4% 1,898,960 $308.0M
First Manhattan Co. Llc. 0.77% Reduce -2.8% 1,793,731 $291.0M
New York State Common Retirement Fund 0.37% Reduce -6.4% 1,757,400 $285.1M
Principal Financial Group Inc. 0.14% Reduce -20.0% 1,697,924 $275.4M
Capital International, Inc. 2.15% Add +13.8% 1,656,088 $268.6M
Citigroup Inc. 0.18% Add +0.9% 1,639,096 $265.9M
Maverick Capital 3.52% Add +9.5% 1,622,102 $263.1M
Toronto Dominion Bank 0.50% Add +68.0% 1,558,891 $252.9M
Manufacturers Life Insurance Company, The 0.21% Reduce -22.1% 1,537,328 $249.4M
Fort Washington Investment Advisors Inc. 1.34% Add +0.3% 1,522,509 $247.0M
Nomura Holdings Inc. 1.24% Add +6821.6% 1,490,777 $241.8M
Panagora Asset Management Inc. 0.97% Reduce -2.2% 1,478,884 $239.9M
D. E. Shaw & Co. 0.20% Add +142.3% 1,431,328 $232.2M
Natixis Advisors, LLC 0.34% Reduce -2.1% 1,420,056 $230.3M
State Board of Administration of Florida Retirement System 0.40% Reduce -5.6% 1,417,899 $230.0M
Adage Capital Partners Gp, L.L.C. 0.36% Reduce -0.7% 1,415,454 $229.6M
Perpetual Ltd 2.85% Add +31.4% 1,414,068 $229.4M
Stifel Financial Corp. 0.21% Add +4.0% 1,404,702 $227.8M
Bessemer Group Inc. 0.34% Reduce -0.4% 1,370,640 $222.3M
National Bank of Canada 0.25% Reduce -17.5% 1,357,904 $220.3M
New York State Teachers Retirement System 0.41% Reduce -1.4% 1,310,281 $212.5M
Korea Investment CORP 0.41% Add +3.3% 1,235,656 $200.4M
Prudential Financial Inc. 0.24% Reduce -42.5% 1,229,824 $199.5M
Russell Investments Group, Ltd. 0.22% Reduce -2.0% 1,207,987 $195.9M
Cullen Capital Management, LLC 2.13% Reduce -3.3% 1,198,931 $194.5M
Royal London Asset Management Ltd. 0.41% Add +0.3% 1,179,951 $191.4M
NorthCoast Asset Management LLC 0.75% Add +0.6% 1,179,050 $191.2M
Voya Investment Management LLC 0.21% Add +3.2% 1,124,036 $182.3M
Cincinnati Financial Corp. 3.54% No change 1,101,700 $178.7M
Sei Investments Co. 0.19% Reduce -14.6% 1,078,316 $174.9M
Qube Research & Technologies Ltd 0.24% Reduce -58.6% 1,060,765 $172.1M
Canoe Financial LP 2.35% Add +57.2% 1,015,591 $164.7M
Citadel Advisors 0.13% Add +9.3% 994,062 $161.2M
Artisan Partners Limited Partnership 0.23% Add +2.6% 969,601 $157.3M
Primecap Management Co. 0.12% Add +4.2% 953,700 $154.7M
Allianz Asset Management GmbH 0.19% Add +1.3% 941,759 $152.8M
HighTower Advisors, LLC 0.17% Reduce -11.3% 939,147 $152.3M
Victory Capital Management Inc. 0.09% Reduce -19.6% 900,518 $146.1M
Asset Management One Co., Ltd. 0.41% Reduce -2.6% 866,420 $140.5M
State of Wisconsin Investment Board 0.32% Reduce -3.0% 863,182 $140.0M
Treasurer of the State of North Carolina 0.43% Add +1.4% 860,376 $139.6M
Mitsubishi UFJ Trust & Banking Corp 0.30% Add +4.4% 854,584 $138.6M
Nomura Asset Management Co. Ltd. 0.36% Reduce -9.4% 853,618 $138.5M
Lazard Asset Management LLC 0.18% Add +98.4% 838,126 $135.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.23% Reduce -2.4% 837,331 $135.8M
Acadian Asset Management LLC 0.23% Reduce -6.2% 828,501 $134.4M
Bank of Nova Scotia 0.24% Reduce -19.4% 826,367 $134.0M
Zacks Investment Management 1.06% Add +0.3% 818,425 $132.7M
Gladstone Capital Management LLP 14.43% Add +12.0% 814,173 $132.1M
Chevy Chase Trust Holdings, LLC 0.36% Reduce -3.8% 801,110 $129.9M
Aberdeen Group plc 0.20% Add +0.4% 791,336 $128.6M
Hamlin Capital Management, LLC 2.91% New 787,963 $127.8M
Amundi 0.04% Add +9.8% 823,808 $126.5M
Crawford Investment Counsel Inc. 2.08% Reduce -1.8% 771,572 $125.1M
Retirement Systems of Alabama 0.41% Reduce -0.3% 752,246 $122.0M
D1 Capital Partners 1.38% Reduce -39.6% 740,308 $120.1M
Swiss Life Asset Management Ltd 0.62% Reduce -4.3% 734,628 $119.2M
Caledonia Investments PLC 11.69% No change 732,563 $118.8M
Los Angeles Capital Management LLC 0.39% Reduce -38.9% 713,349 $115.7M
Connor, Clark & Lunn Investment Management Ltd. 0.36% Add +61.9% 709,235 $115.0M
Cetera Investment Advisers 0.13% Add +15.4% 705,559 $114.4M
Advisors Capital Management, LLC 1.42% Add +3.5% 698,892 $113.4M
Ninety One North America, Inc. 5.11% Add +0.2% 694,699 $112.7M
TD Asset Management Inc 0.09% Reduce -7.1% 688,317 $111.6M
Clark Capital Management Group, Inc. 0.68% Reduce -9.6% 670,826 $108.8M
ING Groep NV 0.59% Add +23.1% 669,929 $108.7M
US Bancorp \de 0.13% Reduce -1.0% 669,331 $108.6M
Vontobel Holding Ltd. 0.34% Reduce -26.3% 667,565 $108.3M
Pictet Asset Management Holding SA 0.10% Reduce -0.3% 658,532 $106.8M
Macquarie Group Ltd. 0.12% Reduce -0.9% 658,543 $106.8M
Osaic Holdings, Inc. 0.15% Add +11.7% 640,284 $105.4M
Public Employees Retirement System of Ohio 0.33% Reduce -3.8% 641,093 $104.0M
DAVENPORT & Co LLC 0.56% Reduce -24.8% 638,027 $103.6M
Agf Management Ltd. 0.46% Reduce -1.1% 634,735 $103.0M
Jane Street Group, LLC 0.12% Add +28.4% 634,408 $102.9M
MML Investors Services, LLC 0.27% Reduce -1.9% 627,429 $101.8M
Millennium Management 0.08% Reduce -63.4% 619,995 $100.6M
Capital International Sarl 1.71% Add +10.8% 611,262 $99.1M
State of Tennessee, Department of Treasury 0.33% Add +7.5% 605,314 $98.2M
M&T Bank Corp 0.33% Reduce -11.9% 598,222 $97.0M
Epoch Investment Partners, Inc. 0.51% Reduce -7.9% 574,421 $93.2M
Teacher Retirement System of Texas 0.37% Reduce -8.7% 565,621 $91.7M
Calamos Advisors LLC 0.54% Add +0.1% 565,169 $91.7M
Associated Banc-Corp 2.40% Add +2.4% 562,807 $91.3M
Fifth Third Bancorp 0.29% Reduce -0.8% 559,571 $90.8M
Focus Partners Wealth 0.14% Add +57.9% 552,807 $89.7M
Janney Montgomery Scott LLC 0.21% Add +5.2% 549,678 $89.2M
State of New Jersey Common Pension Fund D 0.33% Add +3.9% 546,056 $88.6M
Wealth Enhancement Advisory Services, LLC 0.13% Add +10.3% 549,481 $84.9M
Assetmark, Inc. 0.18% Add +27.5% 515,965 $83.7M
Corient Private Wealth LP 0.13% Add +6.1% 520,398 $83.7M
Railway Pension Investments Ltd 1.13% Add +2.9% 514,040 $83.4M
Commonwealth Equity Services, LLC 0.11% Reduce -6.0% 511,885 $83.0M
American Century Companies Inc. 0.04% Add +11.4% 511,638 $83.0M
iA Global Asset Management Inc. 1.12% Add +67.1% 503,663 $81.7M
Blue Whale Capital LLP 4.47% Reduce -5.0% 498,342 $80.8M
Resona Asset Management Co.,Ltd. 0.38% Reduce -4.0% 487,884 $79.2M
Jupiter Asset Management Ltd. 0.68% Add +205.3% 486,654 $78.9M
Newport Trust Company, LLC 0.18% Reduce -1.9% 485,078 $78.7M
Ferguson Wellman Capital Management, Inc. 1.27% Reduce -20.6% 482,127 $78.2M
First Trust Advisors LP 0.06% Reduce -1.4% 481,014 $78.0M
Worldquant Millennium Advisors LLC 0.34% Reduce -28.0% 478,353 $77.6M
STRS Ohio 0.28% Reduce -4.8% 478,298 $77.6M
CANADA LIFE ASSURANCE Co 0.11% Add +3.2% 475,304 $77.5M
Creative Planning 0.06% Add +1.7% 476,478 $77.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.68% Reduce -0.1% 488,040 $77.0M
Bronte Capital Management Pty Ltd. 6.82% Reduce -22.8% 417,650 $75.7M
Arizona State Retirement System 0.39% Reduce -0.1% 454,612 $73.7M
Brown Brothers Harriman & Co. 0.45% Reduce -6.2% 452,286 $73.4M
Banque Pictet & Cie SA 0.74% Reduce -6.9% 451,341 $73.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.47% No change 448,300 $72.7M
Nisa Investment Advisors, LLC 0.28% Add +5.9% 447,163 $72.5M
Northwestern Mutual Wealth Management Co. 0.05% Add +22.8% 446,648 $72.4M
Mariner, LLC 0.09% Reduce -4.4% 431,904 $70.1M
Comerica Bank 0.26% Reduce -0.7% 423,177 $68.6M
NewEdge Advisors, LLC 0.31% Add +16.2% 421,082 $68.3M
State of Michigan Retirement System 0.33% Reduce -0.5% 420,958 $68.3M
O'shaughnessy Asset Management, LLC 0.40% Reduce -2.1% 417,832 $67.8M
Credit Agricole S A 0.22% — 414,931 $67.3M
Quantinno Capital Management LP 0.18% Add +46.8% 413,222 $67.0M
Rakuten Investment Management, Inc. 0.24% — 370,332 $66.2M
GW&K Investment Management, LLC 0.58% Reduce -0.9% 407,164 $66.0M
Cibc World Market Inc. 0.13% Add +43.9% 396,014 $64.2M
Czech National Bank 0.44% Add +3.9% 395,342 $64.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% Add +5.1% 392,527 $63.7M
Erste Asset Management GmbH 0.61% Reduce -6.1% 387,737 $63.2M
Robeco Institutional Asset Management B.V. 0.09% Reduce -0.0% 388,260 $63.0M
MetLife Investment Management, LLC 0.30% Reduce -2.6% 386,241 $62.6M
Daiwa Securities Group Inc. 0.21% Add +10.7% 381,216 $61.8M
Factory Mutual Insurance Co. 0.60% Reduce -9.5% 380,806 $61.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.30% Reduce -2.1% 373,794 $60.6M
GF Fund Management Co. LTD. 1.07% Add +7.0% 362,188 $58.7M
CIBC Asset Management Inc 0.17% Add +0.2% 360,574 $58.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.47% Add +8.5% 354,466 $57.5M
Newbrook Capital Advisors LP 7.01% Add +291.0% 353,330 $57.3M
Whittier Trust Co. 0.65% Add +2.6% 372,198 $57.0M
Exchange Traded Concepts, LLC 0.53% Add +64.4% 345,006 $56.0M
Cerity Partners LLC 0.09% Add +5.0% 344,524 $55.9M
CIBC Bancorp USA Inc. 0.33% — 340,828 $55.3M
AE Wealth Management LLC 0.35% Add +4.4% 336,038 $54.5M
Amalgamated Bank 0.38% Reduce -1.8% 331,830 $53.8M
Waters Parkerson & Co., LLC 2.57% Add +0.5% 325,401 $52.8M
Vaughan David Investments LLC 1.11% Reduce -1.6% 316,153 $51.3M
BNP Paribas Financial Markets 0.04% Reduce -88.1% 310,764 $50.4M
Zurich Insurance Group Ltd 0.36% Reduce -53.4% 308,249 $50.0M
Schroder Investment Management Group 0.04% Add +10.2% 302,173 $49.3M
Bahl & Gaynor LLC 0.24% Add +881.8% 303,537 $49.2M
Bank Pictet & Cie (Europe) AG 0.98% Reduce -0.8% 302,619 $49.1M
Capital Fund Management S.A. 0.48% Add +11.0% 297,703 $48.3M
1832 Asset Management L.P. 0.08% Reduce -70.9% 297,615 $48.3M
Gabelli Funds LLC 0.32% Reduce -1.6% 290,550 $47.1M
Sanctuary Advisors, LLC 0.26% Add +6.3% 284,357 $46.1M
Teachers Retirement System of the State of Kentucky 0.35% No change 280,113 $45.4M
Atreides Management 1.18% New 279,097 $45.3M
Cullen/Frost Bankers, Inc. 0.52% Add +3.1% 278,421 $45.2M
Blair William & Co. 0.12% Add +50.3% 277,560 $45.0M
Illinois Municipal Retirement Fund 0.57% Reduce -2.3% 275,840 $44.7M
Great Lakes Advisors, LLC 0.37% Reduce -0.7% 274,884 $44.6M
Midwest Trust Co 0.58% Reduce -6.0% 273,712 $44.4M
Baird Financial Group, Inc. 0.07% Add +2.0% 273,402 $44.3M
Pathstone Holdings, LLC 0.17% Add +3.4% 270,541 $43.9M
ProShare Advisors LLC 0.09% Reduce -2.2% 260,396 $42.2M
Utah Retirement Systems 0.41% Add +0.4% 257,368 $41.7M
Susquehanna International Group, LLP 0.06% Reduce -45.3% 254,624 $41.3M
Police & Firemen's Retirement System of New Jersey 0.33% Add +6.1% 251,179 $40.7M
FIL Ltd 0.03% Add +11.1% 244,670 $39.7M
Cincinnati Insurance Co. 0.61% No change 242,435 $39.3M
Mirae Asset Global Investments Co., Ltd. 0.12% Add +0.1% 241,513 $39.2M
Capital Group Private Client Services, Inc. 0.65% Reduce -78.1% 240,618 $39.0M
Haverford Trust Co 0.35% Reduce -1.0% 237,357 $38.5M
TrinityBridge Ltd 0.85% Reduce -12.0% 234,909 $38.1M
Cambridge Investment Research Advisors, Inc. 0.10% Add +3.2% 232,810 $37.8M
Mercer Global Advisors Inc. 0.06% New 235,672 $37.1M
Man Group plc 0.07% Add +18.5% 227,109 $36.8M
Glenmede Investment Management, LP 0.18% Add +4.5% 226,900 $36.8M
Rockefeller Capital Management L.P. 0.07% Reduce -2.7% 226,620 $36.8M
IFM Investors Pty Ltd 0.32% Reduce -1.0% 220,854 $36.4M
Voloridge Investment Management, LLC 0.12% New 224,235 $36.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.21% Reduce -8.6% 224,117 $36.4M
Tidal Investments LLC 0.15% Add +130.5% 223,719 $36.3M
Beacon Pointe Advisors, LLC 0.31% Add +93.7% 223,069 $36.2M
Xponance LLC 0.28% Add +1.0% 220,971 $35.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Reduce -3.8% 219,787 $35.6M
Martingale Asset Management L P 0.89% Reduce -5.8% 217,949 $35.4M
Adams Diversified Equity Fund, Inc. 1.17% Add +14.1% 214,935 $34.9M
State of Alaska, Department of Revenue 0.35% Add +11.6% 213,793 $34.7M
Cortland Associates Inc. 4.09% Add +48.2% 213,530 $34.6M
Wealthfront Advisers LLC 0.08% Add +0.0% 210,582 $34.2M
Auxier Asset Management LLC 4.76% Reduce -0.4% 209,557 $34.0M
New York Life Investment Management LLC 0.30% Add +0.4% 209,013 $33.9M
Tudor Investment Corporation 0.23% Add +3545.0% 208,204 $33.8M
Woodline Partners LP 0.16% Add +22.2% 205,721 $33.4M
Captrust Financial Advisors 0.07% Reduce -1.2% 205,642 $33.4M
Public Sector Pension Investment Board 0.12% Reduce -8.8% 204,669 $33.2M
Mediolanum International Funds Ltd 0.35% Add +530.7% 201,891 $32.9M
Nissay Asset Management Corp. /Japan 0.18% Reduce -1.5% 199,014 $32.3M
Vanguard Personalized Indexing Management, LLC 0.33% Reduce -3.5% 196,478 $31.9M
NEOS Investment Management LLC 0.24% Add +50.2% 193,918 $31.5M
Curi Capital, LLC 0.58% Add +10.0% 193,435 $31.4M
Jones Financial Companies LLLP 0.02% Add +10.8% 190,498 $31.4M
Commerce Bank 0.17% Add +0.9% 192,608 $31.2M
Dash Acquisitions Inc. 6.16% Reduce -0.2% 211,669 $31.1M
NorthRock Partners, LLC 0.56% Reduce -1.5% 190,207 $30.9M
Mutual of America Capital Management LLC 0.32% Reduce -5.2% 187,413 $30.4M
Employees Retirement System of Texas 0.29% Reduce -13.3% 186,882 $30.3M
Oppenheimer Asset Management Inc. 0.33% Reduce -0.9% 186,228 $30.2M
HRT Financial LP 0.11% Reduce -50.4% 185,070 $30.0M
QRG Capital Management, Inc. 0.36% Reduce -24.7% 185,038 $30.0M
Whittier Trust Co. of Nevada Inc. 0.64% Add +2.1% 195,609 $30.0M
Atria Investments, Inc 0.34% Add +3.6% 181,492 $29.4M
Rbo & Co. LLC 4.59% Reduce -0.1% 180,985 $29.4M
Foyston, Gordon & Payne Inc 6.37% Add +1.2% 179,646 $29.1M
Allspring Global Investments Holdings, LLC 0.05% Reduce -2.8% 180,902 $29.1M
Huntington National Bank 0.24% Add +2.4% 179,194 $29.1M
Orion Porfolio Solutions, LLC 0.22% Reduce -5.3% 178,371 $28.9M
Oregon Public Employees Retirement Fund 0.38% Add +32.3% 177,916 $28.9M
TCTC Holdings, LLC 0.85% Reduce -0.1% 176,634 $28.7M
Nearwater Capital Markets, Ltd 0.38% Add +192.3% 175,400 $28.4M
Advisory Research Inc. 3.73% Add +19.3% 175,267 $28.4M
Alps Advisors Inc. 0.16% Add +3.6% 174,973 $28.4M
Alley Investment Management Company, LLC 3.28% Add +7.8% 173,917 $28.2M
Daiichi Life Insurance Co., Ltd. 0.69% Add +1.7% 170,210 $27.6M
Intech Investment Management LLC 0.24% Add +112.9% 168,622 $27.4M
Eagle Global Advisors LLC 1.04% Add +0.1% 168,002 $27.2M
Busey Bank 0.75% Reduce -15.5% 166,496 $27.0M
Brown Advisory Inc. 0.03% Add +1.3% 165,237 $26.8M
Ieq Capital, LLC 0.08% Reduce -8.7% 165,174 $26.8M
Allianz SE 0.57% Add +0.3% 164,342 $26.7M
Tokio Marine Asset Management Co. Ltd. 0.93% Add +2.0% 161,048 $26.1M
Keybank National Association 0.09% Add +14.0% 160,708 $26.1M
First Long Island Investors, LLC 1.94% Reduce -0.5% 160,434 $26.0M
Wedge Capital Management L L P 0.44% Reduce -3.1% 160,087 $26.0M
Guggenheim Capital LLC 0.19% Reduce -19.6% 159,564 $25.9M
UMB Bank, n.a. 0.38% Reduce -0.6% 157,575 $25.6M
Conning Inc. 0.89% Add +5.0% 156,433 $25.4M
Americana Partners, LLC 0.76% Add +0.7% 155,794 $25.3M
Jump Financial, LLC 0.34% Add +1050.5% 155,035 $25.1M
Blue Chip Partners, LLC 1.88% Add +3.6% 154,914 $25.1M
Bridgewater Associates 0.10% Reduce -20.3% 154,315 $25.0M
Thrivent Financial for Lutherans 0.05% Reduce -4.5% 153,808 $24.9M
Pacer Advisors, Inc. 0.07% Reduce -61.5% 153,763 $24.9M
Allworth Financial LP 0.11% Reduce -8.0% 150,323 $24.4M
Taikang Asset Management (Hong Kong) Co Ltd 2.72% Add +22.3% 149,967 $24.3M
Merit Financial Group, LLC 0.22% Add +5.6% 149,678 $24.3M
ProVise Management Group, LLC 1.76% Add +3.1% 147,536 $23.9M
Coho Partners, Ltd. 3.05% Reduce -44.0% 146,540 $23.8M
Sapient Capital LLC 0.36% Add +2.0% 143,734 $23.4M
Intact Investment Management Inc. 0.71% Add +21.9% 143,900 $23.3M
&partners 0.15% Add +13.6% 143,423 $23.3M
Kestra Advisory Services, LLC 0.11% Add +2.5% 143,055 $23.2M
Choreo, LLC 0.30% Add +2.6% 142,900 $23.2M
Troy Asset Management Ltd 0.59% Reduce -53.8% 141,875 $23.0M
GW Henssler & Associates Ltd. 1.13% Add +0.1% 139,517 $22.6M
BBR Partners, LLC 1.30% Reduce -2.8% 138,675 $22.5M
KBC Group NV 0.05% Add +1.6% 134,910 $21.9M
Cresset Asset Management, LLC 0.10% Add +2.5% 134,274 $21.8M
Rafferty Asset Management, LLC 0.07% Add +0.6% 132,652 $21.5M
Ninety One SA (Pty) Ltd 0.97% Add +70.0% 132,155 $21.5M
Steward Partners Investment Advisory, LLC 0.12% Add +8.2% 132,379 $21.5M
Trajan Wealth LLC 0.93% Add +31.2% 132,295 $21.5M
Gotham Asset Management 0.09% Add +68.3% 130,598 $21.2M
Cwm, LLC 0.06% Add +30.3% 129,764 $21.0M
Two Sigma Advisers, LP 0.04% Reduce -59.2% 128,999 $20.9M
Walleye Capital LLC 0.19% Add +43.7% 128,787 $20.9M
Weinberger Asset Management, Inc 7.52% Reduce -0.2% 128,109 $20.8M
Lido Advisors, LLC 0.08% Add +7.8% 124,523 $20.2M
Vestcor Inc 0.60% Add +6.9% 122,928 $19.9M
Hollencrest Capital Management 0.72% Add +0.6% 122,182 $19.8M
Huber Capital Management LLC 3.13% Add +3.4% 121,859 $19.8M
Investment Management Associates Inc. 5.87% Reduce -2.0% 121,535 $19.7M
Howe & Rusling Inc. 1.35% Reduce -0.9% 121,382 $19.7M
Clough Capital Partners L P 1.72% Reduce -39.1% 119,213 $19.3M
Park Avenue Securities LLC 0.15% Add +4.1% 117,938 $19.1M
Maplelane Capital, LLC 0.91% New 117,001 $19.0M
Mizuho Securities USA LLC 0.38% Add +5.4% 113,372 $18.9M
RWC Asset Management LLP 1.07% Reduce -7.3% 116,687 $18.9M
Pinnacle Financial Partners Inc 0.45% Reduce -13.5% 115,930 $18.8M
Beese Fulmer Investment Management, Inc. 1.29% Add +2.4% 115,149 $18.7M
Envestnet Portfolio Solutions, Inc. 0.07% Reduce -11.6% 115,052 $18.7M
Atlantic Union Bankshares Corp 0.35% Add +28.1% 114,571 $18.6M
Markel Group 0.15% No change 114,500 $18.6M
Aquatic Capital Management LLC 0.34% Reduce -39.5% 113,323 $18.4M
Ar Asset Management Inc. 3.86% No change 111,528 $18.1M
Dana Investment Advisors, Inc. 0.53% Add +4.8% 110,546 $17.9M
Yousif Capital Management, LLC 0.19% Reduce -4.9% 108,964 $17.7M
First Foundation Advisors 0.65% Reduce -3.5% 108,807 $17.6M
Bleakley Financial Group, LLC 0.40% Reduce -9.3% 106,944 $17.3M
Stock Yards Bank & Trust Co. 0.54% Add +2.1% 106,782 $17.3M
Epacria Capital Partners, LLC 14.09% No change 106,667 $17.3M
Carnegie Investment Counsel 0.32% Add +2.8% 104,470 $16.9M
AlphaCore Capital LLC 0.57% Add +2378.6% 103,951 $16.9M
Tiaa Trust, National Association 0.04% Reduce -25.8% 103,503 $16.8M
Staley Capital Advisers Inc. 0.68% Add +0.0% 102,280 $16.6M
Thomasville National Bank 1.04% Add +155.2% 101,728 $16.5M
Sequoia Financial Advisors, LLC 0.10% Add +2.5% 101,460 $16.5M
Parkwood LLC 1.60% Reduce -35.8% 101,345 $16.4M
Foster Victor Wealth Advisors, LLC 1.02% Add +10.5% 107,052 $16.4M
Clifford Swan Investment Counsel LLC 0.55% Reduce -0.8% 100,991 $16.4M
CIBC Private Wealth Group LLC 0.03% Add +41.0% 100,171 $16.2M
Clearbridge Investments, LLC 0.01% Add +30.9% 99,039 $16.1M
Horizon Investments, LLC 0.21% Reduce -7.1% 99,521 $16.0M
J.W. Cole Advisors, Inc. 0.31% Add +1.1% 98,559 $16.0M
Twinbeech Capital LP 0.63% New 98,399 $16.0M
NS Partners Ltd 0.62% Add +13.2% 98,376 $16.0M
Kentucky Retirement Systems 0.44% Reduce -1.8% 97,820 $15.9M
Canal Capital Management, LLC 2.36% Reduce -1.5% 97,111 $15.8M
TD Private Client Wealth LLC 0.35% Reduce -6.2% 96,482 $15.6M
Cantor Fitzgerald Investment Advisors L.P. 1.06% Add +3.3% 95,874 $15.6M
Davidson Investment Advisors 0.66% Reduce -0.8% 95,868 $15.5M
Savoir Faire Capital Management, L.P. 5.56% Add +116.7% 95,476 $15.5M
Ruffer LLP 0.86% Add +1.0% 95,079 $15.4M
Hosking Partners LLP 0.56% Reduce -2.7% 95,050 $15.4M
HB Wealth Management, LLC 0.10% Add +16.1% 95,040 $15.4M
Hartford Investment Management Co. 0.45% Reduce -2.9% 91,253 $14.8M
Engineers Gate Manager LP 0.17% Add +131.1% 91,155 $14.8M
Advisory Services Network, LLC 0.22% Add +11.3% 90,806 $14.7M
Norinchukin Bank, The 0.20% Add +3.6% 90,777 $14.7M
Private Advisor Group, LLC 0.07% Reduce -0.4% 90,561 $14.7M
Wolverine Trading, LLC 0.30% Add +180.1% 90,004 $14.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.29% Reduce -16.6% 90,156 $14.6M
CFM Wealth Partners LLC 2.11% No change 89,631 $14.5M
Zweig-DiMenna Associates LLC 1.13% Reduce -9.0% 89,281 $14.5M
CENTRAL TRUST Co 0.30% Reduce -0.7% 89,102 $14.5M
Kinsale Capital Group, Inc. 2.61% Add +7.0% 87,874 $14.3M
Benjamin Edwards Inc. 0.16% Add +22.5% 87,579 $14.2M
Peapack Gladstone Financial Corp. 0.18% Reduce -2.0% 87,495 $14.2M
Empire Life Investments Inc. 0.82% Add +24.3% 86,015 $14.0M
Oppenheimer & Co. Inc. 0.17% Reduce -2.8% 85,887 $13.9M
Y-Intercept (Hong Kong) Ltd 0.33% New 85,815 $13.9M
Natixis 0.08% Reduce -81.6% 85,364 $13.8M
Empowered Funds, LLC 0.14% Reduce -32.4% 85,191 $13.8M
Banco Santander, S.A. 0.12% Reduce -39.4% 84,822 $13.8M
Strategic Wealth Partners, Ltd. 1.02% Add +10.2% 84,438 $13.7M
Sky Investment Group LLC 2.35% Add +1.7% 84,258 $13.7M
Amica Mutual Insurance Co. 1.24% No change 83,385 $13.5M
Bollard Group LLC 0.33% Add +5.6% 83,320 $13.5M
UNIVEST FINANCIAL Corp 0.76% Add +5.7% 83,243 $13.5M
MAI Capital Management 0.08% Add +12.4% 83,161 $13.5M
D.A. Davidson & Co. 0.09% Reduce -1.0% 82,697 $13.4M
Synovus Financial Corp. 0.15% Add +1.3% 82,646 $13.4M
Rwa Wealth Partners, LLC 0.15% Add +666.6% 82,505 $13.4M
Louisiana State Employees Retirement System 0.22% Reduce -0.5% 81,700 $13.3M
Linscomb Wealth, Inc. 0.57% Reduce -1.4% 81,297 $13.2M
Callan Family Office, LLC 0.42% Reduce -0.9% 81,279 $13.2M
CenterBook Partners LP 0.65% Reduce -46.9% 81,230 $13.2M
Leith Wheeler Investment Counsel Ltd. 0.89% Add +5163.4% 81,215 $13.2M
World Investment Advisors 0.27% Add +1.6% 80,875 $13.1M
Westwood Holdings Group Inc. 0.09% Add +17.6% 79,601 $12.9M
CI Investments Inc. 0.05% Reduce -4.8% 79,475 $12.9M
Quantbot Technologies LP 0.35% Add +94.5% 78,286 $12.7M
Maryland State Retirement & Pension System 0.26% Add +2.5% 77,651 $12.6M
Janney Capital Management LLC 0.78% Reduce -1.0% 77,492 $12.6M
TrueMark Investments, LLC 2.18% Add +5.9% 77,212 $12.5M
Principal Securities, Inc. 0.20% Add +3.3% 76,547 $12.4M
First Horizon Corp. 0.58% — 76,515 $12.4M
Narwhal Capital Management 0.92% Reduce -0.4% 76,498 $12.4M
Heritage Wealth Advisors 0.54% No change 76,367 $12.4M
Lockheed Martin Investment Management Co. 0.45% Reduce -34.5% 75,400 $12.2M
Summit Trail Advisors, LLC 0.17% Add +10.4% 75,396 $12.2M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -12.2% 75,330 $12.2M
Securian Asset Management, Inc. 0.32% Reduce -7.6% 75,174 $12.2M
Ascent Group, LLC 0.43% Reduce -6.0% 74,947 $12.2M
Cedar Wealth Management, LLC 3.72% Reduce -4.7% 74,851 $12.1M
First Fiduciary Investment Counsel, Inc. 2.35% Reduce -0.1% 74,524 $12.1M
Abacus FCF Advisors LLC 1.60% Reduce -31.4% 74,416 $12.1M
Hirtle & Co., LLC 0.48% Reduce -0.0% 74,101 $12.0M
Hutner Capital Management Inc. 5.08% Add +0.6% 74,067 $12.0M
Quadrature Capital Ltd 0.14% Add +63.1% 73,912 $12.0M
First National Trust Co 0.41% Add +10.4% 73,644 $11.9M
Glenview Trust Co 0.19% Reduce -2.1% 73,428 $11.9M
Investment Management Corp of Ontario 0.18% Add +91.6% 73,008 $11.8M
Independent Advisor Alliance 0.31% Reduce -5.5% 72,895 $11.8M
Mill Capital Management, LLC 0.87% Reduce -0.1% 72,222 $11.7M
Capital Investment Advisors, LLC 0.19% Add +0.0% 71,893 $11.7M
Violich Capital Management, Inc. 1.38% Add +15.4% 71,755 $11.6M
Ritholtz Wealth Management 0.22% Reduce -12.3% 71,008 $11.5M
Two Sigma Investments, LP 0.02% Reduce -83.6% 71,002 $11.5M
Jefferies Financial Group Inc. 0.11% Add +3271.4% 70,799 $11.5M
Benedict Financial Advisors Inc. 2.48% Reduce -1.1% 70,489 $11.4M
New Mexico Educational Retirement Board 0.35% Reduce -3.3% 70,311 $11.4M
Channing Capital Management, LLC 0.30% Add +28.2% 69,984 $11.4M
Lee Danner & Bass Inc. 0.82% Add +0.6% 69,836 $11.3M
SP Asset Management LLC 0.89% Add +0.5% 69,276 $11.2M
Cardinal Point Capital Management ULC 0.78% Reduce -0.6% 68,786 $11.2M
Trexquant Investment LP 0.11% New 68,162 $11.1M
Veritas Asset Management LLP 0.12% Reduce -7.4% 67,036 $10.9M
Country Club Bank 0.64% Add +0.7% 66,489 $10.8M
Hennessy Advisors Inc. 0.37% Reduce -0.6% 66,500 $10.8M
HighPoint Advisor Group LLC 0.51% Add +0.8% 66,276 $10.7M
Hook Mill Capital Partners, LP 0.98% Reduce -18.0% 65,904 $10.7M
Cornerstone Advisors, LLC 0.35% No change 65,900 $10.7M
Argent Trust Co 0.38% Reduce -21.1% 65,820 $10.7M
Triavera Capital LLC 5.19% No change 65,794 $10.7M
U.S. Capital Wealth Advisors, LLC 0.29% Add +0.1% 65,487 $10.6M
AXA Investment Managers S.A. 0.03% — 65,330 $10.6M
Kingsview Wealth Management, LLC 0.16% Add +176.7% 63,879 $10.4M
Pinnacle Associates Ltd. 0.14% Reduce -2.8% 63,590 $10.3M
Citizens National Bank Trust Department 1.83% Reduce -0.2% 63,337 $10.3M
United Asset Strategies, Inc. 0.82% Add +2.6% 62,804 $10.2M
Cumberland Partners Ltd 0.66% Reduce -2.5% 61,950 $10.0M
Vident Advisory, LLC 0.10% Add +10.0% 61,677 $10.0M
Quilter Plc 0.17% Reduce -9.8% 61,172 $9.9M
Mesirow Financial Investment Management, Inc. 0.18% Add +5.4% 60,598 $9.8M
Arax Advisory Partners 0.14% Add +490.4% 60,455 $9.8M
TCV Trust & Wealth Management, Inc. 0.82% Add +0.1% 60,332 $9.8M
Wealthspire Advisors, LLC 0.05% Reduce -38.4% 59,913 $9.7M
Hantz Financial Services, Inc. 0.15% Reduce -4.7% 59,663 $9.7M
United Capital Financial Advisors, LLC 0.07% Add +1.9% 59,369 $9.6M
Aviva PLC 0.02% Reduce -1.1% 59,287 $9.6M
Verition Fund Management LLC 0.06% Reduce -51.8% 58,996 $9.6M
Meiji Yasuda Asset Management Co Ltd. 0.45% Add +0.3% 58,885 $9.6M
Beverly Hills Private Wealth, LLC 1.71% Reduce -2.4% 58,825 $9.5M
Cadence Bank 0.57% Add +1.9% 58,038 $9.4M
Advisors Asset Management, Inc. 0.16% Reduce -25.2% 57,979 $9.4M
Meyer Handelman Co. 0.29% Reduce -0.5% 57,514 $9.3M
First American Trust, FSB 0.68% Reduce -0.3% 57,489 $9.3M
Sagespring Wealth Partners, LLC 0.18% Reduce -2.0% 57,124 $9.3M
North Star Asset Management Inc. 0.37% Reduce -1.6% 56,878 $9.2M
Hilltop Holdings Inc. 0.49% Reduce -3.8% 56,853 $9.2M
Allstate Corp. 0.21% Add +2088.0% 56,625 $9.2M
Searle & Co. 2.41% No change 56,001 $9.1M
Diversified Trust Co. 0.18% Reduce -32.5% 55,930 $9.1M
Oliver Luxxe Assets LLC 1.43% Add +4.8% 55,546 $9.0M
Johnson Investment Counsel Inc. 0.07% Reduce -0.2% 55,044 $8.9M
Caprock Group, LLC 0.22% — 53,363 $8.9M
Integrated Wealth Concepts LLC 0.08% Add +2.9% 54,690 $8.9M
Empirical Finance, LLC 0.42% Add +1.0% 54,404 $8.8M
Apollon Wealth Management, LLC 0.16% Reduce -14.8% 54,050 $8.8M
Federation des caisses Desjardins du Quebec 0.03% Add +20.4% 53,978 $8.8M
Regions Financial Corp. 0.06% Reduce -6.8% 53,871 $8.7M
Bridges Investment Management Inc. 0.11% Reduce -12.8% 53,629 $8.7M
Private Management Group Inc. 0.26% Reduce -1.0% 53,625 $8.7M
Capstone Investment Advisors, LLC 0.09% Reduce -2.8% 53,487 $8.7M
Twin Tree Management, LP 0.40% Reduce -68.5% 53,162 $8.6M
Hourglass Capital, LLC 1.93% Reduce -2.4% 52,965 $8.6M
Asset Planning Services Inc. /La/ 3.59% Add +0.2% 52,520 $8.5M
NewEdge Wealth, LLC 0.12% Add +12.7% 57,142 $8.5M
American Money Management, LLC 1.41% Reduce -1.6% 51,965 $8.4M
Metis Global Partners, LLC 0.20% Reduce -5.4% 51,767 $8.4M
Lighthouse Investment Partners, LLC 0.30% New 51,618 $8.4M
HM Payson & Co. 0.12% Add +24.2% 51,486 $8.4M
FineMark National Bank & Trust 0.27% Add +2.7% 50,914 $8.3M
Squarepoint Ops LLC 0.02% Reduce -10.1% 50,900 $8.3M
Vestmark Advisory Solutions, Inc. 0.16% Reduce -35.1% 50,858 $8.2M
Vise Technologies, Inc. 0.31% Reduce -0.4% 50,772 $8.2M
Euro Pacific Asset Management, LLC 0.99% Reduce -1.9% 47,382 $8.2M
Silvercrest Asset Management Group LLC 0.05% Reduce -0.3% 50,618 $8.2M
Kennon-Green & Company, LLC 6.28% Reduce -0.2% 49,902 $8.1M
Castleark Management LLC 0.23% Reduce -85.2% 49,855 $8.1M
Symmetry Investments LP 0.66% New 49,796 $8.1M
Fifth Third Wealth Advisors LLC 0.30% Add +6.0% 49,524 $8.0M
Kestra Private Wealth Services, LLC 0.10% Add +2.1% 49,459 $8.0M
Bard Financial Services, Inc. 0.87% Reduce -2.9% 48,967 $7.9M
Aurdan Capital Management, LLC 2.49% Reduce -10.8% 48,331 $7.8M
Arkadios Wealth Advisors 0.19% Add +13.9% 48,305 $7.8M
Cypress Capital Group 0.94% Reduce -3.8% 48,295 $7.8M
Farmers Trust Co. 1.34% Add +2.7% 48,014 $7.8M
Brevan Howard Capital Management LP 0.11% Reduce -45.6% 47,969 $7.8M
Annex Advisory Services, LLC 0.17% Add +36.3% 47,942 $7.8M
Global Retirement Partners, LLC 0.17% Reduce -3.2% 47,868 $7.8M
Algert Global LLC 0.13% Add +6.7% 47,788 $7.8M
Foundations Investment Advisors, LLC 0.11% Reduce -19.6% 47,768 $7.7M
Concurrent Investment Advisors, LLC 0.13% Reduce -5.0% 47,519 $7.7M
SG Americas Securities, LLC 0.03% Reduce -67.0% 47,215 $7.7M
Freestone Capital Holdings, LLC 0.23% Add +9.9% 46,682 $7.6M
Coldstream Capital Management Inc. 0.10% Add +1.0% 46,236 $7.5M
Equitable Holdings, Inc. 0.05% Reduce -1.1% 45,494 $7.4M
Canada Post Corp Registered Pension Plan 0.33% Reduce -14.7% 45,215 $7.4M
Deltec Asset Management LLC 1.21% Reduce -1.4% 45,261 $7.3M
Investmark Advisory Group LLC 3.18% Reduce -1.7% 45,207 $7.3M
Voleon Capital Management LP 0.18% Add +164.4% 44,938 $7.3M
Sowell Financial Services LLC 0.28% Reduce -4.3% 44,751 $7.3M
Townsquare Capital LLC 1.10% Reduce -34.7% 44,716 $7.3M
Cullinan Associates Inc. 0.47% Add +2.7% 44,429 $7.2M
Steamboat Capital Partners, LLC 1.88% Reduce -5.8% 44,361 $7.2M
Scotia Capital Inc. 0.03% Reduce -7.9% 44,090 $7.2M
R.H. Investment Group, LLC 6.20% Reduce -1.1% 44,051 $7.1M
Stratos Wealth Partners, LTD. 0.08% Add +23.6% 43,926 $7.1M
First Citizens Bank & Trust Co. 0.15% Reduce -12.3% 43,799 $7.1M
Cohen Klingenstein LLC 0.22% No change 43,679 $7.1M
Stokes Family Office, LLC 0.67% Add +6.2% 43,584 $7.1M
Equitable Trust Co. 0.32% Add +2.7% 43,499 $7.1M
Spire Wealth Management 0.24% Add +235.9% 43,288 $7.0M
SageView Advisory Group, LLC 0.24% Add +49.7% 43,247 $7.0M
Norden Group LLC 0.71% Reduce -6.9% 43,155 $7.0M
Coston, McIsaac & Partners 1.66% Reduce -0.2% 42,932 $7.0M
Mengis Capital Management, Inc. 1.37% Reduce -2.1% 42,708 $6.9M
Waterloo Capital, L.P. 0.51% Reduce -2.9% 42,371 $6.9M
IHT Wealth Management, LLC 0.17% Add +1.8% 42,342 $6.9M
Strategy Asset Managers LLC 1.24% Add +11.8% 42,337 $6.9M
Cloverfields Capital Group, LP 2.14% Reduce -0.4% 42,089 $6.8M
Osborne Partners Capital Management, LLC 0.35% Add +0.0% 42,012 $6.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +43.5% 41,997 $6.8M
Mufg Securities Americas Inc. 0.44% Add +21.7% 41,975 $6.8M
Csenge Advisory Group 0.33% Add +58.2% 41,958 $6.8M
Anchor Investment Management, LLC 0.56% Reduce -2.4% 41,907 $6.8M
Fiduciary Trust Co 0.08% Reduce -5.2% 41,512 $6.7M
CreativeOne Wealth, LLC 0.16% Add +12.3% 41,177 $6.7M
Tufton Capital Management 1.19% Reduce -0.2% 41,128 $6.7M
Kentucky Retirement Systems Insurance Trust Fund 0.44% Reduce -3.0% 41,002 $6.7M
Valeo Financial Advisors, LLC 0.15% Reduce -1.5% 40,922 $6.6M
Farther Finance Advisors, LLC 0.10% Add +21.2% 40,878 $6.6M
Broyhill Asset Management, LLC 5.81% Add +14.7% 40,854 $6.6M
Old National Bancorp 0.11% Add +0.1% 40,697 $6.6M
Alyeska Investment Group, L.P. 0.02% Reduce -3.5% 40,664 $6.6M
Stephens Inc. 0.08% Add +4.1% 40,647 $6.6M
Ethic Inc. 0.11% Add +8.2% 40,471 $6.6M
Town & Country Bank & Trust CO dba First Bankers Trust CO 2.28% Reduce -2.4% 40,420 $6.6M
Sound View Wealth Advisors Group, LLC 0.45% Reduce -2.9% 40,396 $6.6M
MYDA Advisors LLC 1.96% No change 40,000 $6.5M
Heritage Investors Management Corp. 0.19% Reduce -1.7% 39,875 $6.5M
Ridgepath Capital Management LLC 2.75% Add +0.8% 39,742 $6.4M
LGT Fund Management Co Ltd. 0.52% Add +31.9% 40,048 $6.4M
King Luther Capital Management Corp. 0.03% Reduce -3.0% 39,707 $6.4M
Citadel Investment Advisory, Inc. 2.95% No change 39,580 $6.4M
Williams Jones Wealth Management, LLC. 0.07% Reduce -0.4% 39,439 $6.4M
Bokf, NA 0.10% Add +6.5% 39,384 $6.4M
Boothbay Fund Management, LLC 0.17% Add +65.7% 39,272 $6.4M
Assenagon Asset Management S.A. 0.01% Reduce -81.3% 39,203 $6.4M
Morningstar Investment Management LLC 0.23% Add +1325.0% 38,716 $6.3M
Logan Capital Management Inc. 0.26% Reduce -39.1% 38,564 $6.3M
CoreCap Advisors, LLC 0.23% Add +2.6% 38,498 $6.2M
Beacon Harbor Wealth Advisors, Inc. 1.46% Add +66.5% 38,425 $6.2M
Klein Pavlis & Peasley Financial, Inc. 3.82% Add +151.9% 38,362 $6.2M
Brentview Investment Management LLC 2.83% Add +4.6% 38,275 $6.2M
Quadrant Capital Group LLC 0.20% Add +1.7% 38,260 $6.2M
Citizens Financial Group Inc. 0.08% Add +43.1% 38,117 $6.2M
IFP Advisors, Inc 0.16% Reduce -2.5% 38,115 $6.2M
Frank, Rimerman Advisors LLC 0.40% Reduce -0.2% 38,041 $6.2M
Contrarius Group Holdings Ltd 0.28% Add +13.3% 38,028 $6.2M
Clearstead Advisors, LLC 0.09% Reduce -1.7% 37,733 $6.1M
Altrius Capital Management Inc 1.40% Reduce -17.1% 37,717 $6.1M
Phraction Management LLC 1.86% No change 37,603 $6.1M
Lowe Brockenbrough & Co. Inc. 0.31% Add +1.1% 37,363 $6.1M
3Chopt Investment Partners, LLC 1.38% Reduce -1.1% 37,306 $6.1M
Generali Asset Management SPA SGR 0.13% Reduce -46.1% 37,010 $6.0M
Aptus Capital Advisors, LLC 0.05% Add +0.7% 36,951 $6.0M
Fred Alger Management, LLC 0.02% No change 36,773 $6.0M
Diversify Advisory Services, LLC 0.20% Add +10.3% 41,089 $5.9M
Patriot Financial Group Insurance Agency, LLC 0.76% Add +18.3% 36,610 $5.9M
Snowden Capital Advisors LLC 0.16% Reduce -46.3% 36,484 $5.9M
Prospera Financial Services Inc 0.10% Add +41.0% 36,358 $5.9M
Focus Partners Advisor Solutions, LLC 0.07% Add +21.9% 36,904 $5.9M
Quantitative Investment Management, LLC 0.81% New 36,132 $5.9M
Mgo One Seven LLC 0.14% Add +18.2% 36,085 $5.9M
Shilanski & Associates, Inc. 1.55% Reduce -0.3% 36,047 $5.8M
StoneX Group Inc. 0.25% Reduce -7.4% 35,873 $5.8M
Tower View Wealth Management LLC 3.00% Add +1.8% 35,780 $5.8M
Savant Capital, LLC 0.03% Reduce -0.8% 35,412 $5.7M
Wilmington Savings Fund Society, FSB 0.14% Reduce -40.9% 35,346 $5.7M
NJ State Employees Deferred Compensation Plan 0.63% No change 35,200 $5.7M
Mutual Advisors, LLC 0.13% Reduce -1.6% 36,151 $5.7M
Viking Fund Management LLC 0.69% No change 35,000 $5.7M
GAMMA Investing LLC 0.31% Add +6.0% 34,988 $5.7M
MUFG Securities EMEA plc 0.14% Reduce -40.6% 34,794 $5.6M
Ardent Capital Management, Inc. 2.39% Add +14.7% 34,726 $5.6M
Rathbones Group PLC 0.02% Reduce -3.4% 34,648 $5.6M
Capital International Ltd. 0.20% Add +15.3% 34,560 $5.6M
Cornerstone Wealth Group, LLC 0.38% Add +1.8% 34,411 $5.6M
SteelPeak Wealth, LLC 0.19% Add +5.5% 34,315 $5.6M
Principle Wealth Partners LLC 0.32% Reduce -0.7% 34,175 $5.5M
IFG Advisory, LLC 0.25% Add +5.6% 33,987 $5.5M
Waverly Advisors, LLC 0.05% Add +3.8% 33,894 $5.5M
Retirement Planning Group, LLC 0.19% Add +229.9% 33,683 $5.5M
Morgan Dempsey Capital Management LLC 2.42% Reduce -11.9% 33,496 $5.4M
Peterson Wealth Services 1.34% Reduce -95.5% 1,506 $5.4M
Sunbelt Securities, Inc. 0.37% Add +54.5% 33,447 $5.4M
CWA Asset Management Group, LLC 0.20% Reduce -24.2% 33,378 $5.4M
Meeder Advisory Services, Inc. 0.25% Add +2.6% 33,305 $5.4M
Greenleaf Trust 0.05% Reduce -12.0% 33,098 $5.4M
Sterling Capital Management LLC 0.08% Reduce -0.6% 32,871 $5.3M
Copeland Capital Management, LLC 0.11% New 32,585 $5.3M
Drucker Wealth 3.0, LLC 0.94% Reduce -16.7% 32,551 $5.3M
Balefire, LLC 1.05% Reduce -3.1% 32,368 $5.3M
Phoenix Financial Ltd. 0.06% Add +139.1% 32,329 $5.2M
Bartlett & Co. Wealth Management LLC 0.07% Reduce -0.5% 32,257 $5.2M
Turtle Creek Wealth Advisors, LLC 0.47% Add +17.2% 32,214 $5.2M
RiverFront Investment Group, LLC 0.09% Add +17.2% 32,155 $5.2M
Brighton Jones LLC 0.12% Reduce -1.8% 31,647 $5.1M
Axxcess Wealth Management, LLC 0.11% Reduce -3.6% 31,625 $5.1M
Means Investment Co., Inc. 0.44% Reduce -1.1% 31,595 $5.1M
Howard Capital Management Group, LLC 0.32% No change 31,374 $5.1M
Segall Bryant & Hamill, LLC 0.07% No change 31,031 $5.0M
MassMutual Private Wealth & Trust, FSB 0.13% Reduce -11.8% 30,948 $5.0M
Brandywine Trust Co. 0.76% No change 30,814 $5.0M
PFG Investments, LLC 0.26% Add +4.5% 30,742 $5.0M
Summit Financial, LLC 0.08% Add +5.5% 30,662 $5.0M
Cannell & Spears LLC 0.09% Add +1.1% 30,542 $5.0M
Philadelphia Trust Co. 0.35% Add +5.2% 30,456 $4.9M
Pekin Hardy Strauss, Inc. 0.50% Reduce -7.0% 30,388 $4.9M
Generali Investments CEE, investicni spolecnost, a.s. 0.37% Add +1.2% 30,371 $4.9M
Windward Capital Management Co. 0.39% Reduce -0.3% 30,327 $4.9M
Hayek Kallen Investment Management 1.54% No change 30,111 $4.9M
FORA Capital, LLC 0.86% New 29,998 $4.9M
NBT Bank, N.A. 0.32% Reduce -2.1% 30,038 $4.9M
Laird Norton Wetherby Wealth Management, LLC 0.20% Reduce -2.5% 29,988 $4.9M
Zions Bancorporation, National Association 0.24% Reduce -4.0% 29,945 $4.9M
Bryn Mawr Trust Advisors, LLC 0.24% Add +0.8% 29,883 $4.8M
First Bank & Trust 0.81% Reduce -5.8% 29,802 $4.8M
DoubleLine ETF Adviser LP 1.46% New 29,783 $4.8M
Crossmark Global Holdings, Inc. 0.07% Reduce -37.0% 29,745 $4.8M
Schwarz Dygos Wheeler Investment Advisors LLC 1.02% Reduce -0.1% 29,665 $4.8M
Parthenon LLC 0.53% Add +1.2% 29,490 $4.8M
Voya Financial Advisors, Inc. 0.46% Add +1.5% 29,341 $4.8M
Diversify Wealth Management, LLC 0.28% Add +0.9% 33,051 $4.8M
Tema ETFs LLC 0.40% New 29,388 $4.8M
South Dakota Investment Council 0.09% Reduce -23.1% 29,252 $4.7M
Arlington Partners LLC 1.64% Add +18.3% 29,193 $4.7M
Hunter Associates Investment Management LLC 0.66% Reduce -2.6% 29,217 $4.7M
Manhattan West Asset Management, LLC 1.00% Add +0.1% 29,157 $4.7M
Wesbanco Bank Inc. 0.13% Add +0.5% 29,115 $4.7M
Signaturefd, LLC 0.07% Reduce -3.1% 29,083 $4.7M
Wedmont Private Capital 0.18% Reduce -18.6% 30,503 $4.7M
Elwood Capital Partners LP 4.27% No change 28,761 $4.7M
Trek Financial, LLC 0.28% Reduce -33.0% 28,698 $4.7M
Hennion & Walsh Asset Management, Inc. 0.17% Reduce -0.6% 28,574 $4.6M
Essex Financial Services, Inc. 0.28% Reduce -2.5% 28,537 $4.6M
Verity & Verity, LLC 0.37% Reduce -1.3% 28,516 $4.6M
Guyasuta Investment Advisors Inc. 0.27% Reduce -11.2% 28,490 $4.6M
FSB Premier Wealth Management, Inc. 1.52% Add +17.3% 28,474 $4.6M
GLOBALT Investments LLC / GA 0.17% Reduce -1.4% 28,394 $4.6M
Sumitomo Life Insurance Co. 0.14% Reduce -2.2% 28,358 $4.6M
Live Oak Private Wealth LLC 0.64% Add +0.2% 28,256 $4.6M
Divisadero Street Capital Management, LP 0.21% No change 28,244 $4.6M
GM Advisory Group, LLC 0.19% Add +1362.7% 28,215 $4.6M
Strategic Global Advisors, LLC 0.69% Reduce -4.9% 28,118 $4.6M
Blue Trust, Inc. 0.05% Add +1.8% 28,020 $4.5M
Geneos Wealth Management Inc. 0.12% Reduce -14.0% 27,934 $4.5M
AdvisorNet Financial, Inc 0.26% Reduce -0.6% 27,914 $4.5M
Vinva Investment Management Ltd 0.09% Add +309.2% 27,707 $4.5M
Morton Community Bank 1.04% Add +1.9% 31,268 $4.5M
WCG Wealth Advisors LLC 0.28% Reduce -15.2% 27,801 $4.5M
Dynasty Wealth Management, LLC 0.06% Add +53.0% 27,772 $4.5M
Dakota Wealth Management 0.09% Reduce -44.4% 27,762 $4.5M
Daymark Wealth Partners, LLC 0.15% Add +16.4% 27,692 $4.5M
Orca Wealth Management, LLC 3.40% Add +0.3% 27,642 $4.5M
Apella Capital, LLC 0.10% Add +5.2% 28,683 $4.5M
Brookstone Capital Management 0.05% Add +4.5% 27,439 $4.5M
Gladstone Institutional Advisory LLC 0.17% Reduce -2.7% 27,249 $4.4M
Baldwin Wealth Partners LLC 0.29% Reduce -0.9% 27,201 $4.4M
Artemis Investment Management LLP 0.05% Reduce -49.9% 27,181 $4.4M
Fulton Bank, N.A. 0.15% Reduce -2.8% 27,117 $4.4M
Dorsey Wright & Associates 0.97% Reduce -26.1% 26,748 $4.3M
Portside Wealth Group, LLC 0.60% Reduce -22.4% 26,704 $4.3M
Kinloch Capital, LLC 1.89% Add +1.6% 26,584 $4.3M
Verus Financial Partners, Inc. 0.41% Add +8.8% 26,509 $4.3M
Prime Capital Investment Advisors, LLC 0.05% Add +45.4% 26,484 $4.3M
Vest Financial, LLC 0.06% Add +23.8% 26,407 $4.3M
Elite Wealth Management, Inc. 1.11% New 26,404 $4.3M
Salomon & Ludwin, LLC 0.38% Add +1.2% 27,840 $4.3M
Venture Visionary Partners LLC 0.15% Reduce -5.5% 26,101 $4.2M
CHICAGO TRUST Co NA 0.60% Add +0.6% 26,045 $4.2M
NorthCrest Asset Manangement, LLC 0.10% Add +10.6% 27,276 $4.2M
Clarkston Capital Partners, LLC 0.09% No change 25,900 $4.2M
BCGM Wealth Management, LLC 1.09% Reduce -2.0% 25,896 $4.2M
Evercore Wealth Management, LLC 0.06% Add +4.5% 25,852 $4.2M
Sepio Capital, LP 0.25% Add +6.1% 25,826 $4.2M
one8zero8, LLC 0.90% No change 25,802 $4.2M
Prosperitas Financial LLC 1.74% Add +5.5% 25,802 $4.2M
Caldwell Trust Co 0.39% Add +0.8% 25,665 $4.2M
Balyasny Asset Management L.P. 0.01% Reduce -93.8% 25,570 $4.1M
Keystone Financial Planning, Inc. 1.20% Reduce -0.2% 25,474 $4.1M
Krilogy Financial LLC 0.15% Add +4.3% 27,745 $4.1M
Rossmore Private Capital 0.44% No change 25,360 $4.1M
Kathmere Capital Management, LLC 0.29% Reduce -0.8% 25,359 $4.1M
Addison Capital Co 1.21% Reduce -4.5% 25,287 $4.1M
Papamarkou Wellner Asset Management inc. 2.53% Reduce -0.3% 25,272 $4.1M
Meritage Portfolio Management 0.27% Reduce -9.6% 25,244 $4.1M
OneDigital Investment Advisors LLC 0.04% Add +0.2% 25,170 $4.1M
Capital Wealth Planning, LLC 0.03% Reduce -52.0% 25,137 $4.1M
Avestar Capital, LLC 0.29% Reduce -3.1% 25,115 $4.1M
Pictet North America Advisors SA 0.38% Reduce -0.5% 25,078 $4.1M
Hendley & Co. Inc. 1.34% Add +168.5% 24,997 $4.1M
Kentucky Farm Bureau Mutual Insurance Co 1.00% No change 25,000 $4.1M
Community Trust & Investment Co. 0.22% Add +15.5% 24,936 $4.0M
Salem Investment Counselors Inc. 0.12% Add +1.9% 24,915 $4.0M
CFC Planning Co LLC 3.38% Add +5.0% 24,793 $4.0M
Private Trust Co. NA 0.35% Reduce -7.3% 24,757 $4.0M
Range Financial Group LLC 1.45% Add +0.9% 24,695 $4.0M
Schonfeld Strategic Advisors LLC 0.03% Reduce -56.5% 24,652 $4.0M
RFG Advisory, LLC 0.08% Add +2.6% 24,566 $4.0M
Rip Road Capital Partners LP 4.26% Add +71.8% 24,400 $4.0M
DCM Advisors, LLC 1.67% Reduce -0.3% 24,374 $4.0M
LVM Capital Management Ltd. 0.38% Reduce -0.8% 24,373 $4.0M
Oak Harvest Investment Services 0.46% Add +1280.6% 24,312 $3.9M
Modera Wealth Management, LLC 0.05% Reduce -0.9% 24,271 $3.9M
HBK Sorce Advisory LLC 0.10% Reduce -6.9% 24,844 $3.9M
Keating Investment Counselors Inc. 1.12% Reduce -26.5% 24,129 $3.9M
Eisler Capital Management Ltd. 0.09% Add +814.4% 23,966 $3.9M
Bradley Foster & Sargent Inc. 0.06% Add +4.9% 23,986 $3.9M
Harbor Capital Advisors, Inc. 0.30% Add +2.7% 23,948 $3.9M
Twin City Private Wealth, LLC 3.03% Add +2.6% 23,903 $3.9M
Florida Trust Wealth Management Co 0.11% Add +1.0% 23,748 $3.9M
Nicolet Advisory Services, LLC 0.30% Add +78.0% 24,897 $3.8M
111 Capital 0.73% Add +394.1% 23,686 $3.8M
WINTON GROUP Ltd 0.14% Add +60.3% 23,544 $3.8M
B. Metzler seel. Sohn & Co. AG 0.03% No change 23,432 $3.8M
Octavia Wealth Advisors, LLC 0.38% Reduce -2.6% 23,303 $3.8M
Financial Security Advisor, Inc. 0.80% Add +12.5% 23,293 $3.8M
Dynamic Advisor Solutions LLC 0.11% Add +0.7% 23,278 $3.8M
Shell Asset Management Co. 0.38% Reduce -63.4% 23,116 $3.7M
GC Wealth Management RIA, LLC 0.12% Add +130.1% 23,005 $3.7M
Central Pacific Bank - Trust Division 0.47% Add +0.3% 22,975 $3.7M
Ellenbecker Investment Group 0.55% Reduce -0.3% 22,885 $3.7M
Intrepid Capital Management Inc. 1.81% Add +5.3% 22,846 $3.7M
Mount Capital Ltd 1.31% No change 22,547 $3.7M
Independent Solutions Wealth Management, LLC 0.65% Add +3.2% 22,539 $3.7M
Prosperity Consulting Group, LLC 0.18% Add +3.1% 22,454 $3.6M
Groupama Asset Managment 0.05% Add +2.3% 22,364 $3.6M
Moors & Cabot, Inc. 0.16% Add +2.7% 22,293 $3.6M
Doheny Asset Management 2.28% Add +10.7% 22,197 $3.6M
TD Waterhouse Canada Inc. 0.02% Reduce -77.3% 22,380 $3.6M
SWS Partners 0.88% Add +3.1% 22,049 $3.6M
Verity Asset Management, Inc. 1.17% Add +63.9% 22,096 $3.6M
Doliver Advisors, LP 0.93% Reduce -0.2% 22,087 $3.6M
Pathway Financial Advisers, LLC 1.04% Reduce -18.2% 22,086 $3.6M
Plan Group Financial, LLC 0.96% Add +8.3% 21,935 $3.6M
Kera Capital Partners, Inc. 0.53% Add +759.4% 21,838 $3.5M
Slagle Financial, LLC 1.30% Add +3.6% 21,835 $3.5M
Portfolio Design Labs, LLC 0.61% Reduce -23.7% 21,830 $3.5M
Venturi Wealth Management, LLC 0.16% Reduce -8.0% 21,795 $3.5M
Founders Financial Alliance, LLC 0.67% Add +0.5% 21,789 $3.5M
Welch Group, LLC 0.14% Add +0.3% 21,716 $3.5M
Pure Financial Advisors, LLC 0.06% Reduce -0.0% 21,501 $3.5M
Richard Bernstein Advisors LLC 0.10% Reduce -53.8% 21,394 $3.5M
Welch & Forbes LLC 0.04% Reduce -2.4% 21,191 $3.4M
Tower Research Capital LLC (TRC) 0.09% Reduce -3.3% 21,074 $3.4M
Horizon Kinetics Asset Management LLC 0.04% Reduce -40.3% 21,014 $3.4M
Infrastructure Capital Advisors, LLC 0.61% Add +256.5% 23,432 $3.4M
Scholtz & Company, LLC 1.49% Add +54.0% 20,939 $3.4M
Journey Strategic Wealth LLC 0.10% Reduce -13.9% 20,788 $3.4M
Councilmark Asset Management, LLC 1.93% Reduce -0.2% 20,787 $3.4M
Burke & Herbert Bank & Trust Co. 0.72% Reduce -0.1% 20,771 $3.4M
Investment Research & Advisory Group, Inc. 1.14% Add +3.2% 20,699 $3.4M
Symphony Financial, Ltd. Co. 0.41% Reduce -43.8% 21,195 $3.4M
Kestra Investment Management, LLC 0.09% Add +11.1% 20,705 $3.4M
Icon Wealth Advisors, LLC 0.23% Add +12.7% 20,704 $3.4M
Texas Yale Capital Corp. 0.10% Reduce -2.3% 20,458 $3.3M
Independence Bank of Kentucky 0.43% Add +26.3% 20,387 $3.3M
GeoWealth Management, LLC 0.12% Add +131.0% 20,384 $3.3M
Beaumont Financial Advisors, LLC 0.22% Reduce -0.8% 20,356 $3.3M
Wealthcare Advisory Partners LLC 0.07% Add +17.0% 20,317 $3.3M
Valley National Advisers Inc. 0.51% Add +0.0% 20,265 $3.3M
Radnor Capital Management, LLC 0.50% No change 20,185 $3.3M
Verdence Capital Advisors LLC 0.19% Add +0.7% 21,356 $3.3M
Modern Wealth Management, LLC 0.06% Add +7.5% 20,140 $3.3M
Stonegate Investment Group, LLC 0.08% Add +2.0% 20,092 $3.3M
InvesTrust 1.19% Reduce -0.9% 20,088 $3.3M
Ostrum Asset Management 0.15% Add +14.4% 20,071 $3.3M
American Assets Investment Management, LLC 0.24% No change 20,000 $3.2M
Ballentine Partners, LLC 0.04% Reduce -0.9% 19,960 $3.2M
Crestwood Advisors Group, LLC 0.05% Add +2.7% 19,804 $3.2M
Meiji Yasuda Life Insurance Co 0.09% Add +0.2% 19,694 $3.2M
Parallel Advisors, LLC 0.06% Reduce -3.6% 19,670 $3.2M
Ashton Thomas Private Wealth, LLC 0.08% Add +0.7% 19,619 $3.2M
Capital Investment Advisory Services, LLC 0.25% Reduce -6.1% 19,531 $3.2M
Tanager Wealth Management LLP 0.33% Reduce -2.9% 19,518 $3.2M
HF Advisory Group, LLC 1.16% Add +55.8% 19,396 $3.1M
Paradigm Asset Management Co. LLC 0.72% No change 19,300 $3.1M
Baillie Gifford & Co. 0.00% Add +21.2% 19,296 $3.1M
Keystone Financial Group 0.24% Add +16.3% 19,382 $3.1M
Greenfield Savings Bank 1.32% Reduce -0.1% 19,250 $3.1M
Cypress Capital Management LLC (WY) 3.13% Reduce -2.2% 19,177 $3.1M
Brooklyn Investment Group 0.42% Reduce -2.9% 17,158 $3.1M
Fiduciary Family Office, LLC 0.88% Reduce -11.0% 19,032 $3.1M
Rockingstone Advisors LLC 1.50% Reduce -0.1% 18,710 $3.0M
Global X Japan Co., Ltd. 0.26% Add +5523.6% 18,614 $3.0M
Western Financial Corp 1.31% Add +55.9% 18,562 $3.0M
Jacobi Capital Management LLC 0.18% Add +2.6% 18,505 $3.0M
First Merchants Corp. 0.11% No change 18,473 $3.0M
X-Square Capital, LLC 0.94% Add +0.1% 18,471 $3.0M
Taylor Hoffman Capital Management LLC 0.94% No change 18,465 $3.0M
Trust Co. of Toledo NA 0.30% No change 18,342 $3.0M
Kavar Capital Partners Group, LLC 0.40% Reduce -0.7% 18,337 $3.0M
Douglass Winthrop Advisors, LLC 0.05% Reduce -9.4% 18,288 $3.0M
Del-Sette Capital Management, LLC 1.83% Add +2.0% 18,199 $3.0M
Mechanics Bank Trust Department 0.41% Reduce -0.1% 18,196 $3.0M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.47% Reduce -1.3% 18,123 $2.9M
Machina Capital S.A.S. 0.52% Add +109.9% 18,103 $2.9M
Confluence Wealth Services, Inc. 0.14% Reduce -0.2% 18,083 $2.9M
Pallas Capital Advisors LLC 0.11% Reduce -19.6% 18,057 $2.9M
One Capital Management, LLC 0.09% Reduce -0.3% 18,053 $2.9M
Applied Capital LLC 2.08% Add +1.4% 17,936 $2.9M
Intrust Bank NA 0.24% Reduce -2.6% 17,877 $2.9M
Rothschild Investment LLC 0.16% Add +2.0% 17,848 $2.9M
University of Texas/Texas Am Investment Management Co. 0.42% Reduce -63.8% 17,824 $2.9M
Primoris Wealth Advisors, LLC 1.83% Reduce -14.9% 17,713 $2.9M
Savvy Advisors, Inc. 0.13% Add +3.6% 17,710 $2.9M
SouthState Bank Corp 0.13% Reduce -2.7% 17,623 $2.9M
Bluesphere Advisors LLC 1.31% Add +1.9% 17,606 $2.9M
American Capital Advisory, LLC 1.32% Reduce -13.7% 17,545 $2.8M
Tyche Wealth Partners LLC 0.50% Reduce -0.2% 17,520 $2.8M
Ausdal Financial Partners, Inc. 0.14% Add +32.6% 17,519 $2.8M
Belpointe Asset Management LLC 0.11% Reduce -16.7% 17,514 $2.8M
Impact Capital Partners LLC 0.85% Add +10.1% 17,514 $2.8M
Evergreen Capital Management LLC 0.07% Add +14.6% 17,388 $2.8M
First Nebraska Trust Co 0.25% Reduce -0.6% 17,351 $2.8M
SeaCrest Wealth Management, LLC 0.30% Reduce -7.0% 18,120 $2.8M
Nicholas Hoffman & Company, LLC. 0.07% Add +2.2% 17,311 $2.8M
Coastal Bridge Advisors, LLC 0.21% Add +1.8% 17,098 $2.8M
Mather Group, Llc. 0.03% Reduce -3.7% 17,075 $2.8M
Beaton Management Co. Inc. 1.26% Reduce -0.9% 17,050 $2.8M
Dodge & Cox 0.00% No change 17,000 $2.8M
44 Wealth Management LLC 0.94% Add +0.4% 16,993 $2.8M
Fisher Asset Management 0.00% Add +9.9% 16,991 $2.8M
LVW Advisors, LLC 0.28% Reduce -6.1% 16,962 $2.8M
Strong Tower Advisory Services 0.52% Add +1.1% 16,911 $2.7M
Wealth Alliance, LLC 0.28% Add +6.8% 16,877 $2.7M
Koa Wealth Management, LLC 2.03% Add +8.9% 16,864 $2.7M
Stolper Co 0.83% Add +0.7% 16,855 $2.7M
Syon Capital LLC 0.15% Add +7.2% 16,855 $2.7M
Burns J W & Co. Inc. 0.31% Reduce -0.1% 16,826 $2.7M
Aigen Investment Management, LP 0.42% Add +87.7% 16,804 $2.7M
Level Four Advisory Services, LLC 0.09% Reduce -8.3% 16,699 $2.7M
Lee Financial Co 0.34% Add +1.8% 16,658 $2.7M
Marex Group Ltd 0.03% Add +14.1% 16,548 $2.7M
Fortem Financial Group, LLC 0.77% Add +2.2% 16,519 $2.7M
St. Louis Trust Co 0.33% No change 16,500 $2.7M
Raab & Moskowitz Asset Management LLC 0.60% No change 16,419 $2.7M
Berkshire Asset Management LLC 0.11% Add +10.0% 16,386 $2.7M
Perigon Wealth Management, LLC 0.05% Add +6.7% 16,352 $2.7M
Westpac Banking Corp. 0.16% Add +0.9% 16,291 $2.6M
Great Valley Advisor Group, Inc. 0.05% Reduce -9.9% 16,293 $2.6M
First County Bank 1.35% Reduce -6.0% 16,290 $2.6M
Capital City Trust Co. 0.64% Add +8.7% 16,216 $2.6M
Westbourne Investment Advisors, Inc. 0.73% No change 16,204 $2.6M
1834 Investment Advisors Co. 0.32% No change 16,202 $2.6M
Crux Wealth Advisors 1.04% Add +10.9% 16,173 $2.6M
Red Door Wealth Management, LLC 0.28% Reduce -13.0% 16,129 $2.6M
Washington Trust Bank 0.19% Add +0.0% 16,122 $2.6M
Sageworth Trust Co 0.12% New 16,059 $2.6M
Letson Investment Management, Inc. 0.93% No change 16,021 $2.6M
Alaethes Wealth, LLC 0.74% Reduce -3.6% 16,020 $2.6M
Mainstay Capital Management LLC 0.26% Reduce -46.6% 15,983 $2.6M
Smallwood Wealth Investment Management, LLC 1.33% Reduce -0.1% 15,960 $2.6M
Emmett Investment Management, LP 2.03% Reduce -51.1% 16,090 $2.6M
SWP Investment Management LLC 2.54% Add +9.7% 15,918 $2.6M
XTX Topco Ltd 0.13% Reduce -83.5% 15,886 $2.6M
Sanders Morris Harris LLC 0.34% Add +933.4% 15,863 $2.6M
Aaron Wealth Advisors LLC 0.15% Add +72.5% 15,811 $2.6M
Investors Asset Management of Georgia Inc. /Ga/ 1.09% No change 15,809 $2.6M
PARK CIRCLE Co 2.22% No change 15,745 $2.6M
Independent Financial Group, LLC 0.06% Reduce -21.8% 15,717 $2.5M
Checchi Capital Advisers, LLC 0.17% Reduce -6.3% 15,605 $2.5M
Jaffetilchin Investment Partners, LLC 0.15% Reduce -12.4% 15,516 $2.5M
Hancock Whitney Corp. 0.05% Reduce -85.9% 15,472 $2.5M
GAM Holding AG 0.15% Reduce -15.8% 15,450 $2.5M
Lynch & Associates 0.48% Reduce -4.5% 15,387 $2.5M
Monetary Management Group Inc. 0.57% Add +4.1% 15,345 $2.5M
Smartleaf Asset Management LLC 0.15% Add +71.4% 15,258 $2.5M
Procyon Advisors, LLC 0.15% Reduce -4.4% 15,322 $2.5M
Qtron Investments LLC 0.31% No change 15,245 $2.5M
Cornerstone Wealth Management, LLC 0.14% Add +0.1% 15,241 $2.5M
Compound Planning, Inc. 0.08% Reduce -2.5% 15,236 $2.5M
Cigna Investments Inc. 0.35% Reduce -0.7% 15,230 $2.5M
Everett Harris & Co. 0.03% Add +1.5% 15,170 $2.5M
Matrix Private Capital Group LLC 1.30% No change 15,164 $2.5M
Meridian Wealth Management, LLC 0.09% Reduce -1.6% 15,125 $2.5M
CPC Advisors, LLC 0.26% New 15,110 $2.5M
Ameritas Investment Partners, Inc. 0.07% Reduce -3.2% 15,035 $2.4M
Centaurus Financial, Inc. 0.11% Add +27.8% 15,029 $2.4M
LGT Group Foundation 0.03% Add +8.0% 15,111 $2.4M
Blue Capital, Inc. 1.81% Add +3.9% 14,985 $2.4M
United Community Bank 0.75% Add +61.0% 14,973 $2.4M
Accretive Wealth Partners, LLC 0.74% Add +1.7% 14,935 $2.4M
Pension & Wealth Management Advisors, Inc. 0.76% Add +0.0% 14,864 $2.4M
Koshinski Asset Management, Inc. 0.17% Add +9.7% 14,863 $2.4M
Shayne & Jacobs, LLC 0.74% Add +5.0% 14,836 $2.4M
Vista Investment Partners LLC 0.67% Add +98.9% 14,827 $2.4M
Brown Miller Wealth Management, LLC 0.68% Add +0.2% 14,824 $2.4M
Convergence Investment Partners, LLC 0.54% Add +2.5% 14,814 $2.4M
Forum Financial Management, LP 0.03% Add +1.0% 14,813 $2.4M
Lantz Financial LLC 0.53% Add +365.2% 14,761 $2.4M
Catalyst Financial Partners LLC 0.29% Add +2.1% 14,663 $2.4M
Fortune Financial Advisors, LLC 1.78% Add +5.2% 14,626 $2.4M
PBMares Wealth Management LLC 0.38% Reduce -0.4% 14,579 $2.4M
FLC Capital Advisors 0.46% Reduce -0.1% 14,513 $2.4M
Peak Financial Advisors LLC 1.13% New 14,501 $2.4M
RKL Wealth Management LLC 0.20% No change 14,428 $2.3M
Personal Cfo Solutions, LLC 0.41% Add +3.5% 14,376 $2.3M
Sigma Planning Corp 0.07% Reduce -20.1% 14,351 $2.3M
Denali Advisors LLC 0.26% Reduce -38.4% 14,310 $2.3M
Banque Transatlantique SA 0.06% Reduce -0.9% 14,285 $2.3M
Measured Risk Portfolios, Inc. 2.50% Add +1.5% 14,269 $2.3M
Tandem Financial, LLC 0.86% Reduce -9.5% 14,238 $2.3M
Wedgewood Investors Inc. 2.53% Reduce -2.2% 14,229 $2.3M
RNC Capital Management LLC 0.11% Reduce -4.0% 14,219 $2.3M
Beacon Financial Group 0.23% Reduce -0.4% 14,184 $2.3M
Chickasaw Capital Management LLC 0.09% No change 14,175 $2.3M
Counterpoint Mutual Funds LLC 0.18% Add +34.8% 14,084 $2.3M
Exencial Wealth Advisors, LLC 0.07% Add +1.0% 14,070 $2.3M
Lebenthal Global Advisors, LLC 0.40% Add +0.9% 14,038 $2.3M
Mystic Asset Management, Inc. 0.51% Reduce -0.3% 14,020 $2.3M
Kapstone Financial Advisors LLC 1.07% Add +74.8% 14,000 $2.3M
Todd Asset Management LLC 0.05% Reduce -17.6% 13,997 $2.3M
Thoroughbred Financial Services, LLC 0.14% Add +1.4% 13,959 $2.3M
Everhart Financial Group, Inc. 0.23% Add +3.0% 13,901 $2.3M
IMC-Chicago, LLC 0.04% New 13,872 $2.3M
Optimist Retirement Group LLC 1.02% Add +1.2% 13,852 $2.2M
Allegheny Financial Group 0.42% Add +0.1% 13,819 $2.2M
Dudley Capital Management, LLC 1.01% Reduce -0.4% 13,815 $2.2M
Hartford Funds Management Co LLC 0.19% Add +6.0% 13,642 $2.2M
Thompson Siegel & Walmsley LLC 0.04% Add +2.8% 13,631 $2.2M
Pittenger & Anderson Inc. 0.08% Add +0.1% 13,518 $2.2M
Gateway Investment Advisers LLC 0.02% Reduce -0.0% 13,516 $2.2M
Harbour Investments, Inc. 0.05% Reduce -2.9% 13,511 $2.2M
Private Wealth Asset Management, LLC 0.26% Reduce -2.4% 13,447 $2.2M
Fairfield, Bush & Co. 1.12% Reduce -0.0% 13,442 $2.2M
Cardiff Park Advisors, LLC 0.17% Add +1.0% 13,376 $2.2M
Moneta Group Investment Advisors LLC 0.02% Add +16.2% 13,370 $2.2M
Forvis Mazars Wealth Advisors, LLC 0.04% Add +4.6% 13,347 $2.2M
GMO 0.01% Reduce -62.3% 13,305 $2.2M
Managed Asset Portfolios, LLC 0.27% Add +1.6% 13,250 $2.1M
CSM Advisors, LLC 0.06% Reduce -46.5% 13,224 $2.1M
Bank of Hawaii 0.11% Reduce -1.2% 13,167 $2.1M
Hillsdale Investment Management Inc. 0.06% Reduce -30.4% 13,161 $2.1M
Parkside Financial Bank & Trust 0.17% Add +0.9% 13,159 $2.1M
Fidelis Capital Partners, LLC 0.17% Add +36.5% 13,132 $2.1M
VestGen Advisors, LLC 0.07% No change 13,121 $2.1M
Cozad Asset Management Inc. 0.17% No change 13,109 $2.1M
Supplemental Annuity Collective Trust of NJ 0.56% No change 13,100 $2.1M
Rockland Trust Co. 0.09% Reduce -0.7% 13,052 $2.1M
Montag A & Associates Inc. 0.10% Reduce -1.4% 13,000 $2.1M
Callahan Advisors, LLC 0.18% Add +0.5% 12,905 $2.1M
Towne Trust Company, N.A 0.68% Reduce -1.3% 12,885 $2.1M
Prudent Man Advisors, LLC 0.77% Reduce -28.1% 12,876 $2.1M
Secure Asset Management, LLC 0.34% Add +36.0% 12,952 $2.1M
MIdWestOne Financial Group, Inc. 0.25% Reduce -0.2% 12,825 $2.1M
Pinebridge Investments, L.P. 0.02% Reduce -60.3% 12,823 $2.1M
Gilliland Jeter Wealth Management LLC 0.64% Reduce -0.7% 12,758 $2.1M
Profund Advisors LLC 0.07% Reduce -13.1% 12,749 $2.1M
Pitcairn Co. 0.16% Reduce -43.4% 12,734 $2.1M
Mayflower Financial Advisors, LLC 0.26% Reduce -5.8% 12,733 $2.1M
Marino, Stram & Associates LLC 0.37% Add +0.5% 12,702 $2.1M
Elevate Capital Advisors, LLC 1.43% Add +6.5% 12,668 $2.1M
Fortress Private Ledger, LLC 0.75% Add +29.7% 12,619 $2.0M
United Advisor Group, LLC 0.27% Add +20.1% 12,536 $2.0M
Invst, LLC 0.23% Add +0.3% 12,514 $2.0M
Retirement Planning Co of New England, Inc. 0.81% Add +0.0% 12,454 $2.0M
Headlands Technologies LLC 0.16% New 12,413 $2.0M
Johnson Financial Group, Inc. 0.08% Add +12.7% 12,407 $2.0M
Spinnaker Trust 0.11% No change 12,399 $2.0M
Florida Financial Advisors, LLC 0.62% Add +31.8% 12,392 $2.0M
Dorsey & Whitney Trust CO LLC 0.11% Reduce -2.8% 12,385 $2.0M
Sage Mountain Advisors LLC 0.11% Add +31.5% 12,322 $2.0M
Tevis Investment Management 1.20% No change 12,320 $2.0M
Soltis Investment Advisors LLC 0.14% Reduce -1.8% 12,256 $2.0M
Raleigh Capital Management Inc. 0.76% Reduce -2.5% 12,249 $2.0M
Colonial Trust Co / SC 0.27% Reduce -0.1% 12,247 $2.0M
Connable Office Inc. 0.18% Add +5.3% 12,247 $2.0M
Community Bank & Trust, Waco, Texas 0.41% Reduce -0.4% 12,247 $2.0M
AssuredPartners Investment Advisors, LLC 0.44% Reduce -4.3% 12,172 $2.0M
Heritage Wealth Management, Inc. 0.58% Add +0.0% 12,166 $2.0M
Arbor Capital Management Inc. 1.58% Reduce -0.3% 12,270 $2.0M
CSU Producer Resources, Inc. 5.75% No change 12,000 $1.9M
Transcend Capital Advisors, LLC 0.14% Add +22.7% 11,980 $1.9M
Mogy Joel R Investment Counsel Inc. 0.11% No change 11,975 $1.9M
Keystone Financial Services 0.60% Add +7.5% 11,973 $1.9M
Colonial River Investments, LLC 0.72% Add +8.3% 11,963 $1.9M
Inceptionr LLC 0.47% Add +89.5% 11,940 $1.9M
Monument Capital Management 0.48% Reduce -4.8% 11,918 $1.9M
Palisade Capital Management, LP 0.06% Add +4.5% 11,807 $1.9M
Advisory Alpha, LLC 0.05% Add +47.6% 12,103 $1.9M
Kessler Investment Group, LLC 0.82% Reduce -1.3% 11,781 $1.9M
Smithfield Trust Co 0.09% Reduce -1.5% 11,751 $1.9M
KLCM Advisors, Inc. 0.19% Reduce -9.5% 11,754 $1.9M
Ascentis Independent Advisors 0.32% Add +193.3% 11,721 $1.9M
Blackstone Inc. 0.01% Add +106.9% 11,702 $1.9M
Howard Capital Management, LLC 0.03% Add +3.3% 11,651 $1.9M
Farringdon Capital, Ltd. 0.48% New 11,616 $1.9M
RB Capital Management, LLC 0.41% Add +0.7% 11,512 $1.9M
Chicago Partners Investment Group LLC 0.05% Reduce -6.5% 12,447 $1.9M
Whalerock Point Partners, LLC 0.37% No change 11,376 $1.8M
Trust Co. of Vermont 0.08% Reduce -4.9% 11,370 $1.8M
Charter Research & Investment Group, Inc. 1.28% Reduce -3.6% 11,365 $1.8M
Sonora Investment Management Group, LLC 0.13% Reduce -2.4% 11,362 $1.8M
Trivium Point Advisory, LLC 0.19% Add +4.3% 11,349 $1.8M
Simmons Bank 0.12% No change 11,347 $1.8M
Accurate Wealth Management, LLC 0.24% Add +2.3% 11,529 $1.8M
Valicenti Advisory Services Inc. 0.39% Add +2.1% 11,288 $1.8M
Aureus Asset Management, LLC 0.12% No change 11,263 $1.8M
Princeton Capital Management LLC 0.49% New 11,262 $1.8M
Sciencast Management LP 0.34% Reduce -0.4% 11,254 $1.8M
Zhang Financial LLC 0.07% Reduce -0.2% 11,221 $1.8M
PICTET BANK & TRUST Ltd 2.19% No change 11,210 $1.8M
Cobblestone Asset Management LLC 0.83% No change 11,191 $1.8M
Wendell David Associates Inc. 0.18% No change 11,157 $1.8M
Summit Global Investments 0.11% Reduce -12.9% 11,143 $1.8M
Exchange Bank 1.25% Reduce -1.7% 11,127 $1.8M
Wulff, Hansen & Co. 1.54% Add +0.1% 10,995 $1.8M
Unique Wealth Strategies, LLC 0.70% Reduce -23.2% 10,985 $1.8M
Ashton Thomas Securities, LLC 0.25% Add +9.9% 10,964 $1.8M
Larson Financial Group LLC 0.06% Reduce -11.8% 10,956 $1.8M
Rehmann Capital Advisory Group 0.10% Add +4.5% 10,943 $1.8M
Cooper Financial Group 0.20% Add +25.3% 10,936 $1.8M
Fire Capital Management LLC 1.02% No change 10,900 $1.8M
Alkeme Wealth, LLC 0.76% Reduce -2.4% 10,846 $1.8M
Fiduciary Group, LLC 0.15% No change 10,839 $1.8M
Avantax Planning Partners, Inc. 0.05% Add +0.4% 10,818 $1.8M
Legacy Capital Wealth Partners, LLC 0.38% Add +2.7% 10,804 $1.8M
Hardy Reed LLC 0.13% Add +3.3% 10,797 $1.8M
Kingswood Wealth Advisors, LLC 0.11% Add +18.1% 10,764 $1.7M
St. Nicholas Private Asset Management, Inc. 1.51% No change 10,758 $1.7M
Signature Estate & Investment Advisors LLC 0.04% Add +0.7% 10,731 $1.7M
Elevation Point Wealth Partners, LLC 0.12% Reduce -61.6% 10,731 $1.7M
Stonehage Fleming Financial Services Holdings Ltd 0.05% Add +165.1% 10,647 $1.7M
Planning Alternatives Ltd. 0.22% Add +1.5% 10,597 $1.7M
Insigneo Advisory Services, LLC 0.12% Add +6.3% 10,560 $1.7M
Stratos Wealth Advisors, LLC 0.08% Add +0.3% 10,552 $1.7M
Monarch Capital Management Inc. 0.42% No change 10,538 $1.7M
Oak Hill Wealth Advisors, LLC 0.32% Reduce -5.7% 10,533 $1.7M
First Business Financial Services, Inc. 0.16% No change 10,487 $1.7M
White Lighthouse Investment Management Inc. 0.26% No change 10,479 $1.7M
Arete Wealth Advisors, LLC 0.11% Add +0.0% 10,466 $1.7M
Integrated Advisors Network LLC 0.07% Reduce -6.9% 10,413 $1.7M
Boston Family Office LLC 0.11% Reduce -4.7% 10,374 $1.7M
Mission Wealth Management, LP 0.03% Reduce -0.2% 10,352 $1.7M
C2C Wealth Management, LLC 1.43% No change 10,258 $1.7M
Bar Harbor Wealth Management 0.10% Add +11.0% 10,226 $1.7M
Advyzon Investment Management, LLC 0.28% Add +72.4% 10,204 $1.7M
Legacy Financial Advisors, Inc. 0.23% Add +3.4% 10,195 $1.7M
CX Institutional 0.05% Add +18.4% 10,131 $1.6M
Tompkins Financial Corp. 0.14% No change 10,112 $1.6M
WealthPlan Investment Management, LLC 0.11% Add +7.5% 10,098 $1.6M
Elevated Capital Advisors, LLC 0.41% Reduce -11.3% 10,077 $1.6M
Parr McKnight Wealth Management Group, LLC 0.21% Reduce -1.5% 10,067 $1.6M
Victory Financial Group, LLC 0.22% Add +2.2% 10,015 $1.6M
Forthright Family Wealth Advisory LLC 1.00% Reduce -0.5% 10,002 $1.6M
Gilbert & Cook, Inc. 0.21% Add +0.0% 10,001 $1.6M
Miura Global Management, LLC 2.39% Reduce -50.0% 10,000 $1.6M
Knoll Capital Management, LLC 0.87% No change 10,000 $1.6M
Arnhold LLC 0.14% No change 10,000 $1.6M
Leavell Investment Management, Inc. 0.07% Reduce -10.7% 9,948 $1.6M
GoalVest Advisory LLC 0.34% Add +4.4% 9,931 $1.6M
Foster Group, Inc. 0.05% Add +0.5% 9,923 $1.6M
Cravens & Co Advisors, LLC 1.09% Add +2.8% 9,883 $1.6M
Balentine LLC 0.06% Add +1.1% 9,880 $1.6M
Cheviot Value Management, LLC 0.17% Reduce -0.1% 10,689 $1.6M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -6.2% 9,831 $1.6M
Simplicity Wealth,LLC 0.09% Reduce -28.0% 9,825 $1.6M
R.m.sincerbeaux Capital Management LLC 0.86% No change 9,816 $1.6M
Fieldview Capital Management, LLC 0.26% New 9,811 $1.6M
Leonteq Securities AG 0.09% Add +231.7% 9,807 $1.6M
EverSource Wealth Advisors, LLC 0.06% Reduce -16.3% 9,783 $1.6M
OmniStar Financial Group, Inc. 0.96% Add +0.1% 9,776 $1.6M
Schnieders Capital Management, Llc. 0.26% — 9,757 $1.6M
AA Financial Advisors, LLC 0.31% Add +5.5% 9,749 $1.6M
Neville Rodie & Shaw Inc. 0.11% Reduce -0.0% 9,718 $1.6M
Inscription Capital, LLC 0.17% Add +13.0% 9,719 $1.6M
Tower Bridge Advisors 0.16% New 9,714 $1.6M
Pine Valley Investments Ltd Liability Co 0.08% Add +2.5% 9,696 $1.6M
Ignite Planners, LLC 0.26% Reduce -1.0% 9,687 $1.6M
Essential Partners LLC 0.52% Reduce -1.5% 9,684 $1.6M
GAMCO Investors 0.02% Add +8.4% 9,671 $1.6M
Moloney Securities Asset Management, LLC 0.19% Add +0.3% 9,649 $1.6M
Onyx Bridge Wealth Group LLC 0.17% Add +4.0% 9,637 $1.6M
Park Edge Advisors, LLC 0.36% Add +416.4% 9,615 $1.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +52.5% 9,614 $1.6M
Sax Wealth Advisors, LLC 0.08% Add +5.1% 9,598 $1.6M
HBW Advisory Services LLC 0.17% Reduce -53.5% 9,578 $1.6M
Wedbush Securities Inc. 0.05% Reduce -8.1% 9,534 $1.5M
D'Orazio & Associates, Inc. 0.20% Reduce -0.2% 9,519 $1.5M
Continuum Advisory, LLC 0.16% Add +7.4% 9,518 $1.5M
Siemens Fonds Invest GmbH 0.08% No change 9,516 $1.5M
Bath Savings Trust Co 0.15% Reduce -1.1% 9,503 $1.5M
Park National Corp. 0.05% Add +0.6% 9,497 $1.5M
Arista Wealth Management, LLC 0.19% Reduce -2.9% 9,486 $1.5M
Smith, Moore & Co. 0.12% Add +7.6% 9,474 $1.5M
Wellington Shields Capital Management, LLC 0.23% Reduce -1.6% 9,469 $1.5M
Klingenstein Fields & Co. LP 0.06% Reduce -0.1% 9,459 $1.5M
DDFG, Inc 0.35% Add +0.3% 9,430 $1.5M
Aspire Private Capital, LLC 0.34% Reduce -13.3% 9,422 $1.5M
Pettyjohn, Wood & White, Inc. 0.25% Reduce -0.1% 9,414 $1.5M
Susquehanna Portfolio Strategies, LLC 0.02% New 9,373 $1.5M
North Star Investment Management Corp. 0.10% Add +0.0% 9,335 $1.5M
Pinnacle Wealth Planning Services, Inc. 0.18% Reduce -0.7% 9,323 $1.5M
Kimelman & Baird, LLC 0.12% No change 9,293 $1.5M
Excalibur Management Corp. 0.55% Reduce -10.4% 9,273 $1.5M
Paragon Financial Partners, Inc. 0.95% Add +0.0% 9,273 $1.5M
Joel Isaacson & Co., LLC 0.05% No change 9,245 $1.5M
MGB Wealth Management, LLC 0.42% Reduce -8.9% 9,216 $1.5M
Bogart Wealth, LLC 0.06% Add +0.2% 9,188 $1.5M
Galvin, Gaustad & Stein, LLC 0.12% Add +2.5% 9,186 $1.5M
Harvey Investment Co. LLC 0.16% No change 9,182 $1.5M
Titleist Asset Management, LLC 0.13% Add +0.1% 9,176 $1.5M
Chilton Investment Co. Inc. 0.03% Add +91.3% 9,163 $1.5M
Dover Advisors, LLC 0.59% Add +15.7% 9,129 $1.5M
Bellecapital International Ltd. 0.24% Add +228.5% 9,084 $1.5M
Whitener Capital Management, Inc. 0.35% Reduce -0.5% 9,038 $1.5M
International Assets Investment Management, LLC 0.12% No change 8,222 $1.5M
Clear Creek Financial Management, LLC 0.13% Reduce -2.6% 8,992 $1.5M
Capital Analysts, LLC 0.04% Reduce -2.2% 8,987 $1.5M
Grove Bank & Trust 0.17% Add +0.2% 8,978 $1.5M
VCI Wealth Management LLC 0.44% Add +16.0% 8,978 $1.5M
Badgley Phelps Wealth Managers, LLC 0.03% Reduce -2.0% 8,965 $1.5M
GTS Securities LLC 0.06% Add +110.8% 8,936 $1.4M
Flputnam Investment Management Co. 0.02% Reduce -2.0% 8,914 $1.4M
Signature Wealth Management Partners, LLC 0.75% Reduce -4.0% 8,889 $1.4M
MTM Investment Management, LLC 0.46% Add +0.1% 8,886 $1.4M
Shelton Capital Management 0.03% Reduce -1.2% 8,870 $1.4M
Farmers & Merchants Investments Inc. 0.04% Reduce -3.8% 8,847 $1.4M
Gibbs Wealth Management 0.32% Reduce -28.8% 8,844 $1.4M
Mitchell McLeod Pugh & Williams Inc. 0.23% Add +26.7% 9,564 $1.4M
Souders Financial Advisors 0.17% Add +8.0% 8,815 $1.4M
Cambria Investment Management, L.P. 0.09% Add +154.9% 8,779 $1.4M
Sompo Asset Management Co., Ltd. 0.24% Reduce -2.3% 8,620 $1.4M
IFG Advisors, LLC 0.23% No change 8,620 $1.4M
CWS Financial Advisors, LLC 0.39% Add +0.1% 8,592 $1.4M
Southland Equity Partners LLC 0.28% Add +0.6% 8,590 $1.4M
Qsemble Capital Management, LP 0.14% Reduce -84.3% 8,584 $1.4M
Cornercap Investment Counsel Inc. 0.69% Reduce -1.7% 8,565 $1.4M
Luts & Greenleigh Group, Inc. 1.25% Add +0.3% 8,555 $1.4M
Donor Advised Charitable Giving, Inc. 0.03% No change 8,500 $1.4M
Strategic Blueprint, LLC 0.06% Add +0.5% 8,492 $1.4M
Wright Investors Service Inc. 0.40% Reduce -5.7% 8,492 $1.4M
Brian Low Financial Group, LLC 1.07% Add +34.4% 8,478 $1.4M
Tred Avon Family Wealth, LLC 0.47% — 8,475 $1.4M
CVA Family Office, LLC 0.18% Reduce -0.9% 8,455 $1.4M
McElhenny Sheffield Capital Management, LLC 0.32% Reduce -2.5% 8,417 $1.4M
Compagnie Lombard Odier SCmA 0.02% No change 8,410 $1.4M
Apexium Financial, LP 0.07% Add +0.3% 8,381 $1.4M
Mindset Wealth Management, LLC 0.37% Add +2.6% 8,373 $1.4M
Swisher Financial Concepts, Inc. 0.81% No change 8,371 $1.4M
Royal Fund Management, LLC 0.16% Reduce -8.6% 8,363 $1.4M
Trust Point Inc. 0.11% Reduce -8.9% 8,355 $1.4M
Synergy Asset Management, LLC 0.05% Add +211.0% 7,740 $1.4M
Aljian Capital Management, LLC 0.27% Reduce -0.1% 8,337 $1.4M
Cary Street Partners Financial LLC 0.04% Add +7.0% 8,336 $1.4M
AlTi Global, Inc. 0.03% Reduce -2.8% 8,310 $1.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +3.0% 8,304 $1.3M
Asset Advisors Investment Management, LLC 0.13% No change 8,300 $1.3M
Patten & Patten Inc. 0.08% Reduce -1.0% 8,296 $1.3M
SVB Wealth LLC 0.07% Add +6.7% 8,277 $1.3M
Spirepoint Private Client, LLC 0.14% Add +397.5% 8,264 $1.3M
Cassaday & Co Wealth Management LLC 0.03% No change 8,260 $1.3M
Brass Tax Wealth Management, Inc. 0.22% Add +0.0% 8,238 $1.3M
LMCG Investments, LLC 0.08% No change 8,233 $1.3M
Campbell Deegan Wealth Management, LLC 1.19% Add +2.1% 8,223 $1.3M
West Family Investments, Inc. 0.30% Add +0.7% 8,214 $1.3M
Jamison Private Wealth Management, Inc. 0.17% Add +67.3% 8,209 $1.3M
Cidel Asset Management Inc. 0.08% Reduce -5.3% 8,205 $1.3M
Beck Bode, LLC 0.21% Reduce -19.1% 8,156 $1.3M
Axecap Investments, LLC 0.82% Reduce -3.5% 8,149 $1.3M
Tranquilli Financial Advisor LLC 0.78% Add +2.4% 8,145 $1.3M
Platform Technology Partners 0.32% Add +1.9% 8,145 $1.3M
Quadcap Wealth Management, LLC 0.16% Reduce -3.0% 8,131 $1.3M
Alta Advisers Ltd 0.40% No change 8,087 $1.3M
NorthStar Asset Management LLC 0.63% Add +14.7% 8,068 $1.3M
Seneca House Advisors 0.53% Reduce -1.4% 8,055 $1.3M
Ranch Capital Advisors Inc. 0.51% Add +0.0% 8,046 $1.3M
Wolverine Asset Management LLC 0.09% Add +5438.6% 8,031 $1.3M
Physicians Financial Services, Inc. 0.36% No change 8,030 $1.3M
LRI Investments, LLC 0.11% Reduce -0.4% 8,015 $1.3M
First Commonwealth Financial Corp 0.22% Reduce -0.2% 8,010 $1.3M
Richard W. Paul & Associates, LLC 0.44% Add +7.6% 7,974 $1.3M
Opal Wealth Advisors, LLC 0.36% Add +8.2% 7,971 $1.3M
Tounjian Advisory Partners, LLC 0.43% Reduce -38.7% 7,966 $1.3M
YANKCOM Partnership 0.58% Reduce -2.1% 7,964 $1.3M
VeraBank, N.A. 0.24% No change 7,939 $1.3M
Alliance Wealth Advisors, LLC 0.64% Add +1.1% 7,934 $1.3M
Evoke Wealth, LLC 0.03% Add +6.1% 7,926 $1.3M
High Net Worth Advisory Group LLC 0.31% No change 7,926 $1.3M
Formidable Asset Management, LLC 0.20% Reduce -3.4% 7,050 $1.3M
Fox Run Management, L.L.C. 0.20% Add +209.0% 7,907 $1.3M
Stableford Capital II LLC 0.46% Add +5.8% 7,899 $1.3M
Revisor Wealth Management LLC 0.44% Add +3.1% 8,054 $1.3M
Rahlfs Capital, LLC 1.00% No change 7,829 $1.3M
Plancorp, LLC 0.04% Reduce -2.9% 7,817 $1.3M
James J. Burns & Company, LLC 0.19% Reduce -0.9% 7,814 $1.3M
Kanawha Capital Management LLC 0.09% Reduce -1.4% 7,809 $1.3M
New Hampshire Trust 0.24% Add +0.9% 7,784 $1.3M
Stratos Investment Management, LLC 0.05% Reduce -2.3% 7,767 $1.3M
Fee-Only Financial Planning, L.C. 0.73% Reduce -1.9% 7,726 $1.3M
Ameritas Advisory Services, LLC 0.08% Add +14.0% 7,715 $1.3M
Cary Street Partners Investment Advisory LLC 0.52% Add +5.4% 7,708 $1.3M
Resonant Capital Advisors, LLC 0.07% Add +5.8% 7,697 $1.2M
CNB Bank 0.52% Add +9.4% 7,664 $1.2M
Veracity Capital LLC 0.40% Reduce -19.9% 7,649 $1.2M
American Financial & Tax Strategies Inc. 0.62% No change 7,647 $1.2M
Affinity Investment Advisors, LLC 0.84% Reduce -1.1% 7,634 $1.2M
Wealth Architects, LLC 0.12% Reduce -0.1% 7,625 $1.2M
Cypress Wealth Services, LLC 0.20% Add +0.3% 7,622 $1.2M
Cooke & Bieler LP 0.01% Reduce -99.1% 7,612 $1.2M
Chilton Capital Management LLC 0.04% Reduce -6.8% 7,600 $1.2M
Next Capital Management LLC 0.41% No change 7,588 $1.2M
Birch Financial Group, LLC 0.72% Add +32.0% 7,582 $1.2M
Relyea Zuckerberg Hanson LLC 0.13% Reduce -13.0% 7,569 $1.2M
Parvin Asset Management, LLC 1.09% Reduce -22.3% 7,565 $1.2M
Bouchey Financial Group, Ltd. 0.09% Reduce -0.5% 7,554 $1.2M
Holland Advisory Services, Inc. 1.68% Reduce -0.8% 7,554 $1.2M
Wallace Advisory Group, LLC 0.98% Reduce -20.9% 6,725 $1.2M
ICW Investment Advisors LLC 0.45% Add +2.5% 7,546 $1.2M
Advisor OS, LLC 0.11% Add +1.9% 7,545 $1.2M
Angeles Wealth Management, LLC 0.07% Reduce -0.8% 7,538 $1.2M
Walker Asset Management, LLC 0.69% Add +0.2% 7,536 $1.2M
Main Street Financial Solutions, LLC 0.08% Add +61.3% 7,516 $1.2M
Waldron Private Wealth LLC 0.05% Add +13.1% 7,510 $1.2M
Summit Wealth Group LLC / Co. 0.13% New 13,157 $1.2M
Alpha Omega Wealth Management LLC 0.20% Reduce -7.7% 7,456 $1.2M
BIP Wealth, LLC 0.06% Add +32.9% 7,408 $1.2M
Keystone Wealth Services, LLC 0.26% Reduce -2.3% 7,393 $1.2M
Interchange Capital Partners, LLC 0.23% Add +25.2% 7,377 $1.2M
Amica Retiree Medical Trust 1.63% No change 7,376 $1.2M
Stablepoint Partners, LLC 0.19% Reduce -1.6% 7,368 $1.2M
Griffin Asset Management, Inc. 0.13% Reduce -67.7% 7,365 $1.2M
Salvus Wealth Management, LLC 0.67% Reduce -0.4% 7,355 $1.2M
Heartland Bank & Trust Co 0.49% New 7,269 $1.2M
Pinion Investment Advisors, LLC 0.32% Add +7.7% 7,480 $1.2M
Woodward Diversified Capital, LLC 0.55% Reduce -0.4% 7,268 $1.2M
McBroom & Associates, LLC 0.56% Add +3.8% 7,265 $1.2M
Ervin Investment Management, LLC 0.67% No change 7,244 $1.2M
Generation Capital Management LLC 0.85% Reduce -0.9% 7,236 $1.2M
First National Bank & Trust Co. of Newtown 0.22% Reduce -0.2% 7,224 $1.2M
Pinnacle Wealth Management Advisory Group, LLC 0.09% Add +9.0% 7,221 $1.2M
Tocqueville Asset Management L.P. 0.02% Reduce -6.5% 7,210 $1.2M
Ingalls & Snyder LLC 0.04% Reduce -1.4% 7,189 $1.2M
DGS Capital Management, LLC 0.21% Add +8.8% 7,187 $1.2M
Verus Capital Partners, LLC 0.09% Reduce -4.1% 7,174 $1.2M
Magnus Financial Group LLC 0.09% Add +6.0% 7,172 $1.2M
Copperleaf Capital, LLC 0.56% Add +11.9% 7,169 $1.2M
Game Plan Financial Advisors, LLC 0.53% Reduce -14.1% 7,150 $1.2M
Franklin Street Advisors Inc. 0.07% Add +1.6% 7,149 $1.2M
Wellington Shields & Co., LLC 0.30% Add +1.9% 7,132 $1.2M
Bank of New Hampshire 0.27% No change 7,125 $1.2M
49 Wealth Management, LLC 0.11% Add +14.4% 7,088 $1.1M
Premier Path Wealth Partners, LLC 0.15% Add +1.3% 7,047 $1.1M
Compass Wealth Management, LLC 0.50% No change 7,014 $1.1M
HUB Investment Partners, LLC 0.04% Add +8.6% 7,007 $1.1M
Tandem Capital Management Corp. 0.53% No change 6,979 $1.1M
Duncker Streett & Co. Inc. 0.20% Reduce -0.5% 6,977 $1.1M
Uniting Wealth Partners, LLC 0.27% Add +16.2% 6,975 $1.1M
Romano Brothers and Company 0.13% No change 6,972 $1.1M
Keebeck Wealth Management 0.13% Add +3.7% 6,972 $1.1M
West Branch Capital LLC 0.30% Add +38.3% 6,968 $1.1M
Delta Investment Management, LLC 0.20% Add +32.6% 6,960 $1.1M
Composition Wealth, LLC 0.02% Add +5.2% 6,931 $1.1M
Keel Point, LLC 0.07% Reduce -2.2% 6,889 $1.1M
Montecito Bank & Trust 0.17% — 6,885 $1.1M
Hendershot Investments Inc. 0.14% Reduce -14.1% 6,865 $1.1M
Grandfield & Dodd, LLC 0.06% Reduce -0.7% 6,865 $1.1M
McDonald Partners LLC 0.33% Reduce -0.8% 6,852 $1.1M
First Western Trust Bank 0.05% Reduce -0.1% 6,831 $1.1M
SevenBridge Financial Group, LLC 0.18% Reduce -10.3% 7,122 $1.1M
Astoria Portfolio Advisors LLC. 0.29% Add +4.4% 7,124 $1.1M
Allen Mooney & Barnes Investment Advisors LLC 0.17% Add +0.0% 6,806 $1.1M
Cyndeo Wealth Partners, LLC 0.06% Reduce -4.0% 6,784 $1.1M
Marshall Financial Group, LLC 0.21% Reduce -0.6% 6,773 $1.1M
VestGen Investment Management 0.66% Add +10.4% 6,753 $1.1M
Net Worth Advisory Group 0.32% Reduce -1.8% 6,740 $1.1M
Aprio Wealth Management, LLC 0.11% Reduce -2.6% 6,733 $1.1M
McGlone Suttner Wealth Management, Inc. 0.15% Add +3.5% 6,696 $1.1M
Novem Group 0.13% Add +4.4% 6,695 $1.1M
Keynote Financial Services LLC 0.66% Reduce -0.1% 6,679 $1.1M
PFG Advisors 0.04% Add +9.6% 6,669 $1.1M
Woodard & Co. Asset Management Group Inc. 0.18% No change 6,663 $1.1M
Bison Wealth, LLC 0.10% Reduce -10.4% 7,151 $1.1M
Capital Advisors Inc. 0.02% Reduce -7.4% 6,647 $1.1M
Klingman & Associates, LLC 0.05% Add +0.1% 6,624 $1.1M
CSS LLC 0.19% New 6,600 $1.1M
Childress Capital Advisors, LLC 0.20% Add +37.9% 6,599 $1.1M
Chesley Taft & Associates LLC 0.05% Add +1.4% 6,596 $1.1M
ABN AMRO Bank N.V. 0.01% New 6,600 $1.1M
Thrive Wealth Management, LLC 0.16% Reduce -0.6% 6,588 $1.1M
Fullcircle Wealth LLC 0.38% Reduce -1.0% 7,219 $1.1M
SCS Capital Management LLC 0.01% Add +10.7% 6,560 $1.1M
Lifeworks Advisors, LLC 0.14% Reduce -1.4% 6,547 $1.1M
Ellis Investment Partners, LLC 0.19% Add +7.3% 6,544 $1.1M
Transamerica Financial Advisors, LLC 0.09% Add +76.4% 6,524 $1.1M
Argentarii, LLC 0.42% Add +13.3% 6,472 $1.0M
Wagner Wealth Management, LLC 0.24% Reduce -2.5% 6,455 $1.0M
Northeast Investment Management 0.04% Add +5.5% 6,448 $1.0M
Manske Wealth Management 0.32% Reduce -3.0% 6,424 $1.0M
WP Advisors, LLC 0.26% Reduce -0.3% 6,414 $1.0M
Albion Financial Group 0.06% Add +6649.5% 6,412 $1.0M
Kovack Advisors, Inc. 0.10% Reduce -12.7% 6,402 $1.0M
Sovran Advisors, LLC 0.09% Add +53.8% 7,122 $1.0M
Granite Investment Partners, LLC 0.06% No change 6,399 $1.0M
Baxter Bros Inc. 0.12% Add +80.5% 6,388 $1.0M
1900 Wealth Management LLC 0.07% Add +6.6% 6,359 $1.0M
Tanaka Capital Management Inc. 1.85% — 6,346 $1.0M
Herold Advisors, Inc. 0.24% Reduce -21.4% 6,336 $1.0M
Bill Few Associates, Inc. 0.26% Reduce -0.8% 6,328 $1.0M
Fishman Jay A Ltd. 0.09% No change 6,327 $1.0M
Yacktman Asset Management 0.01% Reduce -6.0% 6,300 $1.0M
ORG Partners LLC 0.19% Add +7.5% 6,244 $1.0M
Garde Capital, Inc. 0.05% Add +0.1% 6,247 $1.0M
First City Capital Management, Inc. 0.55% Add +3.1% 6,239 $1.0M
Generali Investments, Management Co LLC 0.21% Reduce -6.8% 6,236 $1.0M
Delta Asset Management LLC 0.09% Reduce -0.5% 6,197 $1.0M
Harbor Investment Advisory, LLC 0.08% Reduce -12.3% 6,192 $1.0M
Bridgewater Advisors Inc. 0.07% Reduce -4.3% 6,683 $1.0M
Davis R M Inc. 0.02% Reduce -10.5% 6,168 $1.0M
HCR Wealth Advisors 0.10% Reduce -0.2% 6,320 $998K
Trustmark Bank Trust Department 0.06% Add +0.4% 6,136 $995K
Parsonex Advisory Services, Inc. 0.68% Add +16.6% 6,128 $994K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 6,117 $992K
Smith Shellnut Wilson LLC 0.38% Reduce -0.3% 6,110 $991K
Aspen Grove Capital, LLC 0.17% Reduce -9.4% 6,110 $991K
Centennial Bank 0.39% No change 6,109 $991K
Lanark Financial, Inc. 0.08% Reduce -5.7% 6,100 $989K
TRUE Private Wealth Advisors 0.10% Reduce -0.3% 6,087 $987K
San Luis Wealth Advisors LLC 0.18% Add +18.5% 6,071 $985K
Clarius Group, LLC 0.06% Reduce -24.2% 6,068 $984K
Ancora Advisors LLC 0.02% Reduce -2.9% 6,068 $984K
Occidental Asset Management, LLC 0.12% Reduce -0.4% 6,056 $982K
RFP Financial Group LLC 0.40% Reduce -0.0% 6,099 $978K
Wrapmanager Inc. 0.30% Reduce -25.4% 6,016 $976K
RBF Capital, LLC 0.04% No change 6,000 $973K
Allred Capital Management, LLC 0.34% Reduce -0.9% 5,978 $970K
Aviance Capital Partners, LLC 0.11% Add +0.4% 5,965 $967K
Brooks, Moore & Associates, Inc. 0.49% Reduce -7.4% 5,950 $965K
Center for Financial Planning, Inc. 0.10% No change 5,945 $964K
MASTERINVEST Kapitalanlage GmbH 0.09% Add +5.0% 5,933 $962K
FDx Advisors, Inc. 0.29% Reduce -8.9% 6,666 $962K
Triangle Securities Wealth Management 0.22% Add +10.6% 5,925 $961K
Cherokee Insurance Co 0.41% Reduce -14.5% 5,900 $957K
FourThought Financial Partners, LLC 0.08% Reduce -6.3% 5,897 $956K
Elyxium Wealth, LLC 0.33% Reduce -5.6% 5,887 $955K
TBH Global Asset Management, LLC 0.19% Reduce -13.2% 5,873 $953K
Regal Investment Advisors LLC 0.06% Add +10.4% 5,870 $952K
AMG National Trust Bank 0.02% Reduce -6.0% 5,869 $952K
McGowan Group Asset Management, Inc. 0.12% Reduce -8.6% 5,845 $948K
Jag Capital Management, LLC 0.10% Add +0.0% 5,841 $947K
Plimoth Trust Co. LLC 0.21% Reduce -2.3% 5,833 $946K
Walter & Keenan Wealth Management LLC /in/ 0.26% Reduce -3.7% 5,825 $945K
Severin Investments, LLC 0.84% Add +60.8% 5,810 $942K
Lewis Asset Management, LLC 0.39% Add +1.6% 5,796 $940K
Northwest Bancshares, Inc. 0.16% Reduce -4.3% 5,795 $940K
Cornerstone Advisory, LLC 0.09% Reduce -5.0% 5,794 $940K
Beacon Investment Advisory Services, Inc. 0.04% Add +2.1% 5,792 $939K
Moody National Bank Trust Division 0.08% Reduce -0.2% 5,780 $938K
General Partner, Inc. 0.52% No change 5,768 $936K
Fourpath Capital Management, LLC 0.13% Add +0.1% 5,755 $933K
JARISLOWSKY, FRASER Ltd 0.01% No change 5,750 $933K
Burford Brothers, Inc. 0.40% No change 5,742 $931K
Summit Wealth Partners, LLC 0.17% Add +0.1% 5,721 $928K
Moody Aldrich Partners LLC 0.18% No change 5,721 $928K
Focus Financial Network, Inc. 0.03% Reduce -2.2% 5,720 $928K
Naviter Wealth, LLC 0.11% Reduce -10.9% 5,713 $927K
Woodmont Investment Counsel LLC 0.06% Add +4.2% 5,710 $926K
New Age Alpha Advisors, LLC 0.04% No change 5,702 $925K
Global Financial Private Client, LLC 0.33% Add +43.7% 5,678 $921K
Guardian Partners Inc. 0.08% No change 5,725 $921K
Trilogy Capital Inc. 0.04% Add +1.2% 5,666 $919K
FSM Wealth Advisors, LLC 0.13% Add +31.6% 5,665 $919K
PDS Planning, Inc 0.06% Reduce -1.8% 5,664 $919K
Whalen Wealth Management Inc. 0.54% New 5,662 $918K
Brookwood Investment Group LLC 0.12% Add +111.8% 5,658 $918K
Uncommon Cents Investing LLC 0.23% Reduce -0.3% 5,651 $917K
Earned Wealth Advisors, LLC 0.15% Reduce -0.1% 5,641 $915K
J.Safra Asset Management Corp 0.06% Reduce -0.9% 5,636 $914K
Traphagen Investment Advisors LLC 0.08% Reduce -15.4% 5,630 $913K
Armbruster Capital Management, Inc. 0.15% Reduce -7.1% 5,599 $908K
Bedel Financial Consulting, Inc. 0.12% Add +0.7% 5,598 $908K
Evanson Asset Management, LLC 0.05% Reduce -0.7% 5,540 $899K
Tradewinds, LLC. 0.22% New 5,533 $898K
Nicolet Bankshares Inc. 0.14% Reduce -0.6% 5,524 $896K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -31.9% 5,520 $895K
Navellier & Associates Inc. 0.09% Add +34.9% 5,516 $895K
Financial Engines Advisors L.L.C. 0.00% Add +8.3% 5,512 $894K
Aventura Private Wealth, LLC 0.33% Add +2.9% 5,510 $894K
Valmark Advisers, Inc. 0.01% Add +1.3% 5,503 $893K
Sfmg, LLC 0.06% Reduce -0.3% 5,492 $891K
Visionary Wealth Advisors 0.04% Reduce -5.1% 5,483 $889K
FUKOKU MUTUAL LIFE INSURANCE Co 0.05% Reduce -3.3% 5,483 $889K
Birch Hill Investment Advisors LLC 0.04% No change 5,471 $887K
JB Capital LLC 0.04% Reduce -4.5% 5,464 $886K
Kornitzer Capital Management Inc. 0.02% Add +0.5% 5,463 $886K
First National Bank Sioux Falls 0.28% No change 5,460 $886K
Columbia Asset Management 0.17% No change 5,455 $885K
Ti-Trust, Inc. 0.56% No change 5,453 $884K
Paradigm Capital Management, LLC 0.89% Reduce -22.4% 5,447 $884K
Calamos Wealth Management LLC 0.03% Add +16.4% 5,438 $882K
Canandaigua National Bank & Trust Co. 0.08% Reduce -0.1% 5,430 $881K
Steph & Co. 0.27% Reduce -9.2% 5,417 $879K
Buckley Wealth Management, LLC 0.24% Reduce -0.5% 5,416 $878K
Finivi Inc. 0.56% Reduce -0.6% 5,401 $876K
Rexford Capital Inc. 0.68% Add +0.9% 5,395 $875K
Claro Advisors Inc. 0.13% Reduce -4.3% 5,389 $874K
Harbour Trust & Investment Management Co 0.09% Reduce -1.2% 5,388 $874K
Capital Asset Advisory Services LLC 0.04% Add +3.4% 5,358 $869K
Shum Financial Group, Inc. 0.64% — 5,327 $864K
MJP Associates Inc. 0.11% Add +3.8% 5,325 $864K
Cross Staff Investments Inc 0.60% No change 5,280 $856K
Evelyn Partners Investment Management LLP 0.02% Add +1.7% 5,256 $853K
Purkiss Capital Advisors LLC 0.41% Add +31.4% 5,237 $849K
Flagship Harbor Advisors, LLC 0.04% Reduce -5.8% 5,228 $848K
Western Wealth Management, LLC 0.04% Add +4.8% 5,221 $847K
Moss Adams Wealth Advisors LLC 0.07% Add +3.3% 5,216 $846K
Ibex Wealth Advisors 0.08% Reduce -82.4% 5,210 $845K
Mattern Wealth Management LLC 0.17% Reduce -8.8% 5,209 $845K
TCI Wealth Advisors, Inc. 0.05% Add +0.4% 5,201 $844K
Gryphon Financial Partners LLC 0.10% Add +1.2% 5,194 $842K
Drive Wealth Management, LLC 0.18% Reduce -30.4% 5,156 $836K
Greatmark Investment Partners, Inc. 0.10% Reduce -0.5% 5,152 $836K
Oakworth Capital, Inc. 0.05% Reduce -4.3% 5,147 $835K
Farmers National Bank 0.20% Reduce -1.9% 5,146 $835K
Crescent Grove Advisors, LLC 0.08% Add +0.0% 5,132 $832K
Choate Investment Advisors 0.02% Add +2.0% 5,130 $832K
Enterprise Financial Services Corp 0.43% Reduce -2.6% 5,126 $831K
Harris Associates (Oakmark Funds) 0.00% No change 5,099 $827K
KG Capital Management 0.23% Add +2.8% 5,093 $826K
Wingate Wealth Advisors, Inc. 0.57% Add +36.4% 5,088 $825K
Fiduciary Alliance LLC 0.06% Reduce -5.8% 5,086 $825K
Gilder Gagnon Howe & Co. LLC 0.01% Reduce -42.2% 5,083 $824K
Hills Bank & Trust Co 0.05% No change 5,075 $823K
Nwam LLC 0.04% Add +3.9% 5,186 $823K
GWN Securities Inc. 0.19% Reduce -13.2% 5,036 $821K
Leonard Rickey Investment Advisors P.L.L.C. 0.15% Add +4.9% 5,022 $815K
Quotient Wealth Partners, LLC 0.02% Reduce -3.6% 5,009 $812K
Circle Wealth Management, LLC 0.02% Reduce -2.9% 5,008 $812K
Reaves W H & Co. Inc. 0.01% No change 5,000 $811K
Roehl & Yi Investment Advisors, LLC 0.35% Add +4.1% 4,994 $810K
VAUGHAN & Co SECURITIES, INC. 0.43% Reduce -41.0% 4,986 $809K
CMG Global Holdings, LLC 0.39% No change 5,114 $807K
Ridgecrest Wealth Partners, LLC 0.36% Add +2.1% 4,951 $803K
US Asset Management LLC 0.66% Reduce -0.4% 4,943 $802K
American National Bank & Trust 0.08% Reduce -0.2% 4,941 $801K
Asahi Life Asset Management Co., LTD. 0.44% Add +2.5% 4,927 $799K
Nicholas Wealth, LLC. 0.58% Add +34.5% 4,916 $797K
EntryPoint Capital, LLC 0.31% Add +214.3% 4,915 $797K
Berger Financial Group, Inc 0.05% Reduce -0.2% 4,910 $796K
Park Place Capital Corp 0.17% Reduce -0.1% 4,907 $796K
Hilltop Partners LLC 0.24% No change 4,906 $796K
Yoffe Investment Management, LLC 1.03% No change 4,900 $795K
Washington Trust Advisors, Inc. 0.06% Reduce -7.5% 4,900 $795K
Princeton Global Asset Management LLC 0.13% Reduce -6.4% 4,897 $794K
Simon Quick Advisors, LLC 0.04% Add +5.2% 4,895 $794K
Kennebec Savings Bank 0.72% Reduce -7.0% 4,894 $794K
MADDEN SECURITIES Corp 0.24% Reduce -20.4% 4,890 $793K
Requisite Capital Management, LLC 0.13% New 4,889 $793K
WASHINGTON TRUST Co 0.03% Reduce -0.5% 4,882 $792K
Viawealth, LLC 0.43% Reduce -2.6% 4,880 $792K
Ipswich Investment Management Co., Inc. 0.18% No change 4,875 $791K
Accredited Investors Inc. 0.04% Add +7.2% 4,869 $790K
Capital Advisors, Ltd. LLC 0.09% Reduce -5.1% 4,861 $788K
Traynor Capital Management, Inc. 0.04% Reduce -0.2% 4,830 $783K
KCM Investment Advisors LLC 0.03% Add +0.6% 4,817 $781K
Certuity, LLC 0.05% Add +3.7% 4,802 $779K
Graver Capital Management, LLC 0.66% No change 4,800 $779K
Carlson Capital, L.P. 0.44% New 4,800 $779K
Ayrshire Capital Management LLC 0.36% No change 4,800 $779K
Spirit of America Management Corp. 0.16% No change 4,800 $779K
Tradition Wealth Management, LLC 0.06% Add +0.3% 4,790 $777K
Howard Financial Services, LTD. 0.09% Add +1.9% 4,781 $776K
Atlas Brown,Inc. 0.23% Reduce -2.1% 4,779 $775K
Wealth Quarterback LLC 0.30% Add +4.5% 4,778 $775K
Oregon Pacific Wealth Management, LLC 0.67% Add +2.4% 4,777 $775K
Centennial Wealth Advisory LLC 0.22% Add +8.0% 4,773 $774K
Probity Advisors, Inc. 0.13% Reduce -4.7% 4,775 $774K
McMorgan & Co. LLC 0.12% Add +1.4% 4,760 $772K
Clear Street Group Inc. 0.00% — 4,750 $770K
Kennedy Investment Group, Inc. 0.31% Add +0.0% 4,748 $770K
Castleview Partners, LLC 0.42% Reduce -4.7% 4,746 $770K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +95.3% 4,755 $769K
Atwood & Palmer Inc. 0.05% Reduce -1.0% 4,736 $768K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Reduce -0.1% 4,705 $763K
Alliance Wealth Advisors, LLC 0.18% Reduce -28.4% 4,671 $758K
Elgethun Capital Management 0.14% Add +0.2% 4,634 $755K
Skyline Advisors, Inc. 0.26% Add +0.0% 4,656 $755K
Horst & Graben Wealth Management LLC 0.12% Add +1.5% 4,654 $755K
Chemung Canal Trust Co. 0.15% Add +1.8% 4,647 $754K
WBH Advisory Inc. 0.06% Reduce -15.2% 4,632 $751K
Sather Financial Group Inc 0.04% Add +10.1% 4,630 $751K
Parcion Private Wealth LLC 0.05% Add +7.4% 4,607 $747K
Allen Capital Group, LLC 0.07% Reduce -7.9% 4,602 $746K
Powers Advisory Group, LLC 0.30% Add +9.8% 4,597 $746K
Sentry LLC 0.19% Reduce -22.1% 4,591 $745K
Peoples Financial Services Corp. 0.34% Reduce -0.7% 4,589 $744K
Virtue Capital Management, LLC 0.12% Reduce -55.7% 4,071 $743K
CoreFirst Bank & Trust 0.40% Reduce -2.1% 4,565 $740K
Legacy Advisors, LLC 0.09% — 4,563 $740K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.16% Reduce -49.5% 4,563 $740K
JFS Wealth Advisors, LLC 0.04% Reduce -5.1% 4,556 $739K
SIMA Wealth Partners, LLC 0.56% Reduce -3.0% 4,532 $735K
MBA Advisors LLC 0.31% Add +3.0% 4,530 $735K
Cobblestone Capital Advisors LLC 0.04% Reduce -0.6% 4,529 $735K
Wolff Financial Management LLC 0.17% No change 4,523 $734K
Raiffeisen Bank International AG 0.01% No change 4,471 $729K
Advus Financial Partners, LLC 0.17% Reduce -13.6% 4,487 $728K
Main Street Group, LTD 0.23% Reduce -0.1% 4,483 $727K
Philip James Wealth Mangement, LLC 0.09% Reduce -6.5% 4,478 $726K
BSW Wealth Partners 0.09% Reduce -0.0% 4,446 $721K
SOL Capital Management CO 0.06% No change 4,443 $721K
Berkeley Capital Partners, LLC 0.17% Reduce -1.1% 4,433 $719K
Holderness Investments Co. 0.15% Reduce -11.3% 4,425 $718K
Silver Oak Securities, Incorporated 0.05% Add +255.5% 4,408 $715K
Smith Salley Wealth Management 0.04% Reduce -9.6% 4,407 $715K
Heritage Family Offices, LLP 0.33% No change 4,401 $714K
Aegis Wealth Management LLC 0.38% Reduce -5.2% 4,394 $713K
SLT Holdings LLC 0.48% Add +24.0% 4,391 $712K
Edgestream Partners, L.P. 0.02% Reduce -78.9% 4,383 $711K
Versant Capital Management, Inc 0.10% Add +7.7% 4,361 $707K
One Wealth Advisors, LLC 0.09% Add +9.7% 4,351 $706K
Everpar Advisors LLC 0.28% Add +0.4% 4,342 $704K
Gibson Capital, LLC 0.13% New 4,340 $704K
Absher Wealth Management, LLC 0.08% Reduce -5.1% 4,334 $703K
CYBER HORNET ETFs LLC 0.45% Add +3.9% 4,317 $700K
Rockline Wealth Management, LLC 0.14% No change 4,316 $700K
SPC Financial, Inc. 0.05% Add +3.1% 4,304 $698K
Symmetry Partners, LLC 0.08% Add +1.1% 4,303 $698K
180 Wealth Advisors, LLC 0.09% Add +8.1% 4,303 $698K
Diamant Asset Management, Inc. 0.51% Reduce -5.5% 4,300 $697K
Maia Wealth LLC 0.12% Add +6.6% 4,494 $697K
Ritter Daniher Financial Advisory LLC / DE 0.12% Add +4189.0% 4,289 $696K
Vestor Capital, LLC 0.04% Add +1313.9% 4,284 $695K
Cromwell Holdings LLC 0.37% No change 4,270 $693K
Arvest Bank Trust Division 0.04% Reduce -7.2% 4,269 $692K
W Advisors, LLC 0.36% Reduce -0.1% 4,264 $692K
Per Stirling Capital Management, LLC. 0.08% Reduce -5.4% 4,261 $691K
Creative Financial Designs Inc. 0.05% Add +14.2% 4,257 $691K
Blalock Williams, LLC 0.60% Add +1.6% 4,255 $690K
Avidian Wealth Enterprises, LLC 0.03% Add +4.1% 4,245 $688K
Adalta Capital Management LLC 0.31% No change 4,240 $688K
Schulhoff & Co. Inc. 0.29% Add +0.1% 4,236 $687K
Patriot Investment Management Group, Inc. 0.04% Reduce -0.3% 4,229 $686K
Long Run Wealth Advisors, LLC 0.13% Add +130.3% 4,224 $685K
OneAscent Financial Services LLC 0.05% Reduce -4.3% 4,221 $685K
Novak & Powell Financial Services, Inc. 0.36% Add +10.6% 4,203 $682K
Douglas Lane & Associates, LLC 0.01% Add +1.1% 4,200 $681K
Blackhill Capital Inc. 0.03% No change 4,200 $681K
Avity Investment Management Inc. 0.05% Reduce -2.3% 4,192 $680K
Balboa Wealth Partners 0.12% Reduce -3.3% 4,191 $680K
Old Second National Bank of Aurora 0.14% Reduce -13.3% 4,190 $680K
Kaufman Rossin Wealth, LLC 0.37% Add +3.3% 4,184 $679K
Seelaus Asset Management LLC 0.55% Add +4.5% 4,179 $678K
Empower Advisory Group, LLC 0.00% Reduce -2.8% 4,179 $678K
Tritonpoint Wealth, LLC 0.06% Add +1.5% 4,169 $676K
Crewe Advisors LLC 0.06% New 4,168 $676K
Hemenway Trust Co LLC 0.05% Reduce -0.2% 4,160 $675K
CFO4Life Group, LLC 0.10% Reduce -2.1% 4,151 $673K
Premier Fund Managers Ltd 0.03% New 4,126 $673K
Omnia Family Wealth, LLC 0.22% Reduce -3.5% 4,142 $672K
Sentry Investment Management LLC 0.45% Reduce -13.3% 4,320 $671K
Atom Investors LP 0.05% No change 4,123 $669K
Seven Mile Advisory 0.11% Add +24.5% 4,121 $668K
Rather & Kittrell, Inc. 0.12% Add +274.4% 4,119 $668K
Alpha Family Trust 0.31% No change 4,110 $667K
Aviso Wealth Management 0.29% Reduce -4.0% 4,107 $666K
Virtus Advisers, LLC 0.37% Reduce -6.5% 4,105 $666K
Mayfair Advisory Group, LLC 0.28% No change 4,083 $662K
Strata Wealth Advisors, LLC 0.17% New 4,083 $662K
Chesapeake Wealth Management 0.20% Reduce -3.1% 4,081 $662K
Widmann Financial Services, Inc. 0.42% Add +0.7% 4,077 $661K
Axim Planning & Wealth 0.53% No change 4,075 $661K
Azimuth Capital Investment Management LLC 0.02% Reduce -2.4% 4,075 $661K
Wealth Dimensions Group, Ltd. 0.14% Reduce -0.8% 4,074 $661K
Financial Management Professionals, Inc. 0.07% Add +0.4% 4,070 $660K
Partners in Financial Planning 0.11% Add +61.7% 4,066 $660K
Private Advisory Group LLC 0.06% Add +5.5% 4,060 $659K
Pines Wealth Management, LLC 0.22% Reduce -6.5% 4,054 $658K
Leslie Global Wealth, LLC 0.31% Add +0.3% 4,033 $654K
Commerzbank Aktiengesellschaft 0.01% No change 4,012 $651K
Leo Wealth, LLC 0.08% Reduce -32.5% 4,007 $650K
KPP Advisory Services LLC 0.10% Add +16.1% 4,006 $650K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.31% Add +300.0% 4,000 $649K
Providence Financial Advisors, LLC 0.62% — 4,000 $649K
Parsons Capital Management Inc. 0.04% No change 3,997 $648K
Genesis Private Wealth, LLC 0.27% Add +1.7% 3,987 $647K
Sivia Capital Partners, LLC 0.18% Reduce -29.4% 3,979 $645K
China Universal Asset Management Co., Ltd. 0.05% Reduce -25.2% 3,971 $644K
Roberts Capital Advisors, LLC 0.72% New 3,970 $644K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -12.7% 3,968 $644K
Valtrion Capital Management, LLC 0.69% Add +1.9% 3,965 $643K
Courier Capital LLC 0.04% Reduce -1.9% 3,963 $643K
Zullo Investment Group, Inc. 0.24% Add +0.7% 3,961 $643K
Lion Street Advisors, LLC 0.22% Add +47.3% 6,787 $642K
Carson Advisory Inc. 0.35% Add +0.1% 3,951 $641K
Blake Schutter Theil Wealth Advisors, LLC 0.63% No change 3,942 $639K
Westshore Wealth, LLC 0.22% No change 3,939 $639K
Van Hulzen Asset Management, LLC 0.05% Add +3.4% 3,920 $636K
Summit Financial Wealth Advisors, LLC 0.10% Reduce -2.3% 3,950 $635K
Horizon Investment Services, LLC 0.24% Add +10.0% 3,909 $634K
IAM Advisory, LLC 0.14% Add +5.7% 3,905 $633K
Ceeto Capital Group, LLC 0.18% No change 3,900 $633K
QTR Family Wealth, LLC 0.30% Reduce -8.4% 3,902 $633K
Polymer Capital Management (US) LLC 0.08% New 3,897 $632K
MCF Advisors LLC 0.04% Add +24.2% 3,895 $632K
Pathway Financial Advisors LLC 0.08% No change 3,882 $630K
Camden National Bank 0.09% Add +7.1% 3,871 $628K
Founders Grove Wealth Partners, LLC 0.15% Reduce -0.5% 3,861 $626K
Invenio Wealth Partners LLC 0.23% Add +28.9% 3,860 $626K
McAdam, LLC 0.03% Reduce -31.4% 3,859 $626K
Stonebrook Private Inc. 0.14% Reduce -1.6% 3,855 $625K
Manchester Capital Management LLC 0.08% Reduce -44.6% 3,850 $624K
Plante Moran Financial Advisors, LLC 0.04% No change 3,843 $623K
Foster Dykema Cabot & Partners, LLC 0.04% Add +13.8% 3,831 $621K
Hamilton Point Investment Advisors, LLC 0.10% Reduce -13.4% 3,821 $620K
Boit C F David 0.28% No change 3,820 $620K
Beckerman Institutional, LLC 0.36% No change 3,809 $618K
Hudson Bay Capital Management LP 0.00% Reduce -52.4% 3,805 $617K
Silverlake Wealth Management LLC 0.15% Reduce -3.6% 3,787 $614K
Journey Advisory Group, LLC 0.05% No change 3,771 $612K
Liberty Square Wealth Partners LLC 0.19% No change 3,765 $611K
Austin Private Wealth, LLC 0.05% Add +3.3% 3,764 $611K
Wills Financial Group LLC 0.25% Add +2.7% 3,763 $610K
Northstar Advisory Group, LLC 0.25% Add +0.1% 3,761 $610K
Coign Capital Advisors LLC 0.34% New 3,760 $610K
Ledyard National Bank 0.05% Reduce -0.7% 3,751 $608K
True North Advisors, LLC 0.10% Add +31.7% 3,750 $608K
MAS Advisors LLC 0.96% Add +47.9% 3,748 $608K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +6.4% 3,727 $605K
Quent Capital, LLC 0.05% Add +2.9% 3,729 $605K
Optas, LLC 0.10% Reduce -45.4% 3,724 $604K
Westside Investment Management, Inc. 0.10% Add +8.8% 3,718 $602K
Naples Global Advisors, LLC 0.05% Add +1.1% 3,711 $602K
Optimize Financial Inc. 0.31% New 3,698 $600K
BostonPremier Wealth LLC 0.30% No change 3,696 $599K
Financial Advisors Network, Inc. 0.08% Reduce -0.2% 3,686 $598K
Greenline Partners, LLC 0.07% No change 3,666 $595K
Clare Market Investments LLC 0.12% Reduce -51.1% 3,662 $594K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% Reduce -0.7% 3,655 $593K
Granite Group Advisors, LLC 0.36% Add +9.0% 3,649 $592K
Fidelity D & D Bancorp Inc. 0.33% No change 3,649 $592K
Cohen Investment Advisors LLC 0.29% Reduce -11.1% 3,639 $590K
Alpine Bank Wealth Management 0.08% Add +8.3% 3,637 $590K
Trustco Bank Corp. N Y 0.53% Reduce -2.3% 3,635 $590K
L2 Asset Management, LLC 0.09% Add +13.1% 3,630 $589K
Obermeyer Wealth Partners 0.03% Add +0.5% 3,628 $588K
Garrison Point Advisors, LLC 0.25% Add +0.7% 3,625 $588K
Adell Harriman & Carpenter Inc. 0.04% No change 3,622 $588K
Strategic Investment Advisors / MI 0.05% Add +15.9% 3,620 $587K
German American Bancorp, Inc. 0.05% Add +7.0% 3,619 $587K
Fragasso Financial Advisors Inc 0.04% Reduce -4.4% 3,816 $585K
Chancellor Financial Group WB LP 0.42% Add +0.3% 3,605 $585K
Resources Management Corp. /CT/ 0.08% No change 3,600 $584K
Bangor Savings Bank 0.05% Reduce -1.4% 3,597 $583K
Caldwell Sutter Capital, Inc. 0.25% No change 3,593 $583K
Longfellow Investment Management Co. LLC 0.14% No change 3,593 $583K
Bernardo Wealth Planning LLC 0.11% Add +0.2% 3,592 $583K
Phillips Wealth Planners LLC 0.48% Reduce -1.5% 3,792 $582K
Elmwood Wealth Management, Inc. 0.21% Add +9.6% 3,588 $582K
Powell Investment Advisors, LLC 0.20% No change 3,587 $582K
May Hill Capital, LLC 0.17% Add +2.3% 3,587 $582K
Westmount Partners, LLC 0.15% Reduce -0.5% 3,615 $582K
Capital Planning Advisors, LLC 0.08% Reduce -0.1% 3,584 $581K
HHM Wealth Advisors, LLC 0.07% Reduce -4.3% 3,577 $580K
E&G Advisors, LLC 0.13% Add +3.0% 3,572 $579K
Godsey & Gibb, Inc. 0.05% Reduce -0.8% 3,568 $579K
Sigma Investment Counselors Inc. 0.03% Add +2.2% 3,566 $578K
Royal Capital Wealth Management, LLC 0.35% Add +0.1% 3,566 $578K
KDT Advisors, LLC 0.84% No change 3,554 $576K
Detalus Advisors, LLC 0.15% Add +0.1% 3,534 $573K
Schrum Private Wealth Management LLC 0.42% Add +28.8% 3,532 $573K
Wallace Capital Management Inc. 0.07% No change 3,511 $569K
J. L. Bainbridge & Co., Inc. 0.05% Add +3.7% 3,508 $569K
Essex Bank 0.13% Add +0.3% 3,491 $566K
Emprise Bank 0.24% No change 3,488 $566K
Vanguard Capital Wealth Advisors 0.45% Add +0.1% 3,480 $565K
Kentucky Trust Co 0.30% Reduce -6.6% 3,474 $563K
TFC Financial Management, Inc. 0.07% Add +2.1% 3,471 $563K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -10.3% 3,471 $563K
Altfest L J & Co. Inc. 0.06% Reduce -10.0% 3,465 $562K
626 Financial, LLC 0.25% Add +0.2% 3,464 $562K
Semanteon Capital Management, LP 0.70% New 3,454 $560K
Marble Harbor Investment Counsel, LLC 0.06% No change 3,443 $558K
Xcel Wealth Management, LLC 0.15% No change 3,441 $558K
Oxford Financial Group, LTD. LLC 0.03% Add +1.1% 3,435 $557K
Ewa, LLC 0.15% Reduce -6.2% 3,431 $557K
Howland Capital Management LLC 0.02% Reduce -36.0% 3,424 $555K
Forbes Financial Planning, Inc. 0.37% Reduce -5.2% 3,423 $555K
L.M. Kohn & Company 0.67% Reduce -55.3% 3,418 $554K
Centerpoint Advisors, LLC 0.17% Reduce -1.4% 3,413 $554K
Gateway Wealth Partners, LLC 0.07% Add +50.9% 3,387 $549K
Vermillion & White Wealth Management Group, LLC 0.31% Add +1.2% 3,380 $548K
Heartwood Wealth Advisors LLC 0.05% Add +0.6% 3,379 $548K
Coastline Trust Co 0.06% No change 3,375 $547K
Eastern Bank 0.01% Reduce -1.7% 3,365 $546K
Strategies Wealth Advisors, LLC 0.06% Reduce -29.0% 3,359 $545K
Baker Tilly Wealth Management, LLC 0.12% Reduce -11.1% 3,356 $544K
Benin Management CORP 0.13% No change 3,352 $544K
Penobscot Investment Management Company, Inc. 0.04% Reduce -0.2% 3,348 $543K
NFSG Corp 0.08% Add +0.5% 3,328 $540K
Ade, LLC 0.27% Reduce -3.3% 3,316 $538K
Frisch Financial Group, Inc. 0.13% Add +0.5% 3,314 $537K
Aster Capital Management (DIFC) Ltd 0.27% Add +145.4% 3,313 $537K
Capital Advisors Wealth Management, LLC 0.08% Add +13.2% 3,311 $537K
Moneco Advisors, LLC 0.04% Reduce -13.6% 3,307 $536K
Crews Bank & Trust 0.08% No change 3,304 $536K
PKS Advisory Services, LLC 0.12% Add +15.4% 3,303 $536K
Field & Main Bank 0.16% No change 3,300 $535K
Adams Wealth Management 0.11% Reduce -6.7% 3,293 $534K
CacheTech Inc. 0.11% Reduce -6.7% 3,293 $534K
Strategic Financial Concepts, LLC 0.08% Reduce -0.6% 3,289 $534K
MKT Advisors LLC 0.20% Add +0.0% 3,307 $532K
Buckhead Capital Management LLC 0.19% Add +3.4% 3,266 $530K
Accel Wealth Management 0.15% Reduce -5.8% 3,263 $529K
RMR Wealth Builders 0.04% Add +11.7% 3,259 $529K
Prentice Wealth Management LLC 0.13% Add +65.5% 3,258 $528K
Oxford Asset Management LLP 0.17% Add +51.7% 3,252 $527K
Phil A. Younker & Associates, Ltd. 0.40% Reduce -40.9% 3,248 $527K
Hazlett, Burt & Watson, Inc. 0.19% Add +0.1% 3,242 $526K
GPS Wealth Strategies Group, LLC 0.06% No change 3,227 $523K
Marco Investment Management LLC 0.04% No change 3,225 $523K
Silvant Capital Management LLC 0.02% No change 3,212 $521K
Beacon Financial Advisory LLC 0.12% Add +1.6% 3,211 $521K
F/m Investments LLC 0.02% No change 3,203 $520K
Iams Wealth Management, LLC 0.21% Add +178.1% 3,201 $519K
LSV Asset Management 0.00% Reduce -52.9% 3,200 $519K
Capula Management Ltd 0.00% Add +9593.9% 3,199 $519K
Elite Financial, Inc. 0.24% Reduce -38.6% 3,346 $518K
AlphaQuest LLC 0.03% Reduce -13.9% 3,193 $518K
Avior Wealth Management, LLC 0.02% Reduce -60.9% 3,175 $515K
Exit Wealth Advisors, LLC. 0.34% — 3,171 $514K
Ameriflex Group, Inc. 0.19% Add +89.2% 3,165 $513K
Toth Financial Advisory Corp. 0.06% No change 3,161 $513K
Root Financial Partners, LLC 0.03% Add +130.6% 3,150 $511K
Groupe la Francaise 0.01% New 3,680 $511K
Bright Financial Advisors, Inc. 0.25% Add +93.8% 3,142 $510K
First Financial Bank - Trust Division 0.04% No change 3,134 $508K
Redwood Wealth Management Group, LLC 0.21% Reduce -3.1% 3,126 $507K
D.B. Root & Company, LLC 0.13% Add +2.6% 3,124 $507K
Strategic Advisors LLC 0.08% Reduce -8.8% 3,119 $506K
Founders Financial Securities LLC 0.03% Add +8.8% 3,113 $505K
Garrett Wealth Advisory Group, LLC 0.10% Add +0.1% 3,107 $504K
Telos Capital Management, Inc. 0.05% Reduce -3.7% 3,104 $503K
Cape Investment Advisory, Inc. 0.49% Reduce -16.9% 3,098 $502K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 3,097 $502K
Dearborn Partners LLC 0.02% Add +19.0% 3,091 $501K
Payne Capital Management, LLC 0.16% Add +11.1% 3,086 $501K
Sovereign Financial Group, Inc. 0.09% Reduce -0.2% 3,085 $500K
Blue Edge Capital, LLC 0.07% Reduce -0.9% 3,082 $500K
Sherbrooke Park Advisers LLC 0.23% Add +54.0% 3,082 $500K
Compton Financial Group, LLC 0.12% No change 3,081 $500K
Claris Financial LLC 0.28% Add +23.7% 3,071 $498K
Marshall Financial Group Inc. 0.14% Reduce -9.1% 3,070 $498K
Schaper Benz & Wise Investment Counsel Inc. 0.04% No change 3,060 $496K
Becker Capital Management Inc. 0.01% Add +17.2% 3,058 $496K
Hemington Wealth Management 0.06% Add +21.8% 3,064 $496K
Tandem Investment Advisors, Inc. 0.02% Add +45.1% 3,056 $496K
Paces Ferry Wealth Advisors, LLC 0.21% No change 3,054 $495K
CRA Financial Services, LLC 0.07% Reduce -2.5% 3,044 $494K
DF Dent & Co. Inc. 0.01% Add +17.0% 3,041 $493K
Maridea Wealth Management LLC 0.08% Add +96.9% 3,119 $493K
Certified Advisory Corp 0.05% Add +2.3% 3,030 $491K
Partners Wealth Management, LLC 0.48% Reduce -0.6% 3,026 $491K
Sweeney & Michel, LLC 0.16% Add +0.5% 3,056 $490K
BNC Wealth Management, LLC 0.12% No change 3,020 $490K
Yukon Wealth Management, Inc. 0.16% Reduce -18.8% 3,017 $489K
LeConte Wealth Management, LLC 0.33% Add +29.5% 3,017 $489K
Legacy Private Trust Co. 0.03% Reduce -1.6% 3,014 $489K
Okabena Investment Services Inc. 0.09% Add +1.7% 3,007 $488K
Sharp Wealth Advisory, LLC 0.27% Add +30.4% 3,006 $488K
Pinnacle West Asset Management, Inc. 0.32% No change 3,000 $487K
Lee Johnson Capital Management, LLC 0.16% Reduce -0.2% 2,993 $485K
Hartford Financial Management Inc. 0.13% No change 2,989 $485K
Kelman-Lazarov, Inc. 0.07% Reduce -1.4% 2,987 $485K
Northwest Quadrant Wealth Management, LLC 0.10% Add +0.7% 2,987 $484K
Vista Cima Wealth Management LLC 0.40% Add +163.4% 2,982 $484K
Nilsine Partners, LLC 0.04% Add +6.8% 2,975 $483K
Berman McAleer LLC 0.07% — 2,965 $481K
Beacon Capital Management, LLC 0.07% Add +0.2% 2,957 $480K
Baker Avenue Asset Management, LP 0.01% Add +33.9% 2,941 $477K
WealthShield Partners, LLC 0.05% Reduce -5.2% 2,940 $477K
Carret Asset Management, LLC 0.05% No change 2,937 $476K
Oak Thistle LLC 0.07% Reduce -83.1% 2,934 $476K
Triad Wealth Partners, LLC 0.06% Add +7.0% 2,926 $475K
Alpha Cubed Investments, LLC 0.02% Add +3.4% 2,925 $474K
Laraway Financial Advisors Inc 0.32% No change 2,925 $474K
Smith Chas P & Associates Pa Cpas 0.04% Reduce -30.1% 2,919 $473K
Axq Capital, LP 0.18% Reduce -4.5% 2,918 $473K
Segment Wealth Management, LLC 0.03% No change 2,907 $472K
Sittner & Nelson, LLC 0.17% Add +0.1% 2,906 $471K
Krane Funds Advisors LLC 0.01% Add +98.7% 2,970 $471K
Barlow Wealth Partners, LLC 0.05% No change 3,000 $471K
Clear Harbor Asset Management, LLC 0.03% Reduce -25.9% 2,893 $469K
Ascent Capital Management, LLC 0.37% Reduce -1.7% 2,889 $469K
Stiles Financial Services Inc 0.15% No change 2,878 $467K
Kwmg, LLC 0.04% No change 2,876 $466K
AGH Wealth Advisors, LLC 0.34% Add +1.9% 2,870 $466K
Schmidt P J Investment Management Inc. 0.08% Add +0.0% 2,868 $465K
Gentry Private Wealth, LLC 0.32% Add +0.9% 2,863 $464K
Tsfg, LLC 0.07% Reduce -2.7% 2,861 $464K
Focused Wealth Management, Inc 0.05% Reduce -2.8% 2,855 $463K
First Heartland Consultants, Inc. 0.04% Add +3.7% 2,854 $463K
Edmond DE Rothschild Holding S.A. 0.01% No change 2,850 $462K
XML Financial, LLC 0.04% Reduce -7.0% 2,847 $462K
Fielder Capital Group LLC 0.10% Add +4.1% 2,840 $461K
Commonwealth Financial Services, LLC 0.08% Add +0.5% 2,840 $461K
Gradient Investments LLC 0.01% Add +118.3% 2,840 $461K
GDS Wealth Management 0.03% Add +58.3% 2,833 $460K
Citizens Business Bank 0.08% New 2,825 $458K
Hudock, Inc. 0.07% Add +0.1% 2,822 $458K
Alexander Labrunerie & Co., Inc. 0.17% Reduce -8.5% 2,822 $458K
Acropolis Investment Management, LLC 0.02% Add +20.4% 2,512 $458K
LaSalle St. Investment Advisors, LLC 0.08% Reduce -2.3% 2,821 $457K
Addison Advisors LLC 0.11% Reduce -2.4% 2,810 $456K
Family Capital Management, Inc. 0.22% Add +12.7% 2,808 $455K
Wealthedge Investment Advisors, LLC 0.17% Add +0.3% 2,805 $455K
Security Financial Services, INC. 0.07% Add +9.9% 2,804 $455K
Register Financial Advisors LLC 0.18% Add +0.5% 2,803 $455K
NWF Advisory Services Inc. 0.05% Add +5.7% 2,799 $454K
Vigilare Wealth Management 0.16% Reduce -15.5% 2,794 $453K
Kane Investment Management, Inc. 0.22% Reduce -27.5% 2,790 $453K
Waddell & Associates, LLC 0.04% Reduce -28.2% 2,790 $453K
Jackson, Grant Investment Advisers, Inc. 0.15% Add +0.1% 2,786 $452K
Obsidian Cio, LLC 0.06% Add +33.3% 2,779 $451K
Diversified Enterprises, LLC 0.03% Reduce -0.2% 2,776 $450K
Rothschild Wealth LLC 0.10% Add +7.5% 2,770 $449K
Dividend Assets Capital, LLC 0.08% No change 2,762 $448K
Duncan Williams Asset Management, LLC 0.13% Add +10.8% 2,761 $448K
TFR Capital, LLC. 0.15% Reduce -1.3% 2,759 $448K
Jacobsen Capital Management 0.15% Add +0.4% 2,758 $447K
Lakeridge Wealth Management LLC 0.20% Reduce -7.5% 2,755 $447K
Cahill Financial Advisors Inc. 0.05% Add +2.1% 2,750 $446K
Ironwood Investment Counsel, LLC 0.06% Reduce -4.5% 2,736 $444K
Teamwork Financial Advisors, LLC 0.05% Add +6.6% 2,728 $443K
Wheelhouse Advisory Group LLC 0.19% Reduce -29.4% 2,727 $442K
Tableaux LLC 0.18% Add +92.9% 2,726 $442K
Elevatus Welath Management 0.13% Reduce -1.4% 2,726 $442K
St Germain D J Co. Inc. 0.02% Reduce -1.7% 2,721 $441K
Investment Advisory Services Inc. /TX 0.14% Add +0.5% 2,718 $441K
BLB&B Advisors, LLC 0.02% Add +4.0% 2,715 $440K
1ST Source Bank 0.02% Reduce -7.4% 2,713 $440K
Intrua Financial, LLC 0.05% Add +12.2% 2,710 $440K
Graham Capital Wealth Management, LLC 0.45% Reduce -1.6% 2,707 $439K
Maple Capital Management, Inc. 0.03% Add +59.8% 2,705 $439K
Stonebridge Financial Group, LLC 0.04% Add +8.8% 2,703 $438K
Davidson Trust Co. 0.18% Reduce -11.1% 2,703 $438K
Nemes Rush Group LLC 0.04% Reduce -0.7% 2,701 $438K
Farmers & Merchants Trust Co of Chambersburg PA 0.12% No change 2,700 $438K
Arkos Global Advisors 0.06% Add +9.1% 2,700 $438K
Oldfield Partners LLP 0.14% No change 2,700 $438K
Catalyst Funds Management Pty Ltd 0.07% New 2,700 $438K
Trueblood Wealth Management, LLC 0.17% Add +2.0% 2,698 $438K
Legacy Financial Group, Inc. 0.12% Reduce -15.9% 2,697 $437K
Centurion Wealth Management LLC 0.10% Add +21.9% 2,689 $436K
Pine Harbor Wealth Management, LLC 0.14% Add +11.2% 2,687 $436K
Integrity Alliance, Llc. 0.02% Reduce -57.1% 2,686 $436K
Summit Securities Group LLC 0.14% Add +156.1% 2,684 $435K
Sunflower Bank, N.A. 0.11% Reduce -3.0% 2,678 $434K
Hilltop National Bank 0.11% Reduce -11.0% 2,673 $434K
Huntleigh Advisors, Inc. 0.07% Add +0.4% 2,665 $432K
Edgemoor Investment Advisors, Inc. 0.03% No change 2,661 $432K
ZWJ Investment Counsel Inc. 0.02% Reduce -10.3% 2,659 $431K
Trust Co. of Oklahoma 0.13% Add +17.7% 2,658 $431K
Oxinas Partners, LLC 0.23% Reduce -3.6% 2,648 $429K
Harbor Advisory Corp. 0.13% No change 2,645 $429K
N.E.W. Advisory Services LLC 0.04% Add +1.2% 2,645 $429K
Roundview Capital LLC 0.03% No change 2,645 $429K
Charles Schwab Trust Co 0.03% Add +3.1% 2,644 $429K
Commons Capital, LLC 0.29% No change 2,644 $429K
Mairs & Power Inc. 0.00% Add +0.1% 2,641 $428K
Steadtrust LLC 0.29% Add +3.2% 2,639 $428K
Binnacle Investments Inc 0.25% Add +1.5% 2,636 $428K
Hilton Capital Management, LLC 0.03% Reduce -29.1% 2,628 $426K
Orion Capital Management LLC 0.15% Add +0.2% 2,621 $425K
Select Asset Management & Trust 0.13% Reduce -3.2% 2,622 $425K
Pacific Sun Financial Corp 0.21% Reduce -3.0% 2,619 $425K
Lazari Capital Management, Inc. 0.14% Add +0.4% 2,607 $423K
Bantamac Capital, LLC 0.32% No change 2,600 $422K
Townsend Asset Management Corp. /NC/ 0.15% Reduce -3.9% 2,600 $422K
BXM Wealth LLC 0.40% New 2,599 $422K
Pinnacle Bancorp, Inc. 0.12% No change 2,599 $422K
Atlas Private Wealth Advisors 0.10% Reduce -68.7% 2,598 $421K
Ascentis Wealth Management, LLC 0.10% Reduce -30.7% 2,597 $421K
Clarity Financial LLC 0.04% No change 2,595 $421K
Capital Squared Financial LLC 0.36% New 2,594 $421K
Stonebridge Capital Advisors LLC 0.03% Reduce -0.6% 2,594 $421K
Goldstein Advisors, LLC 0.05% Reduce -0.1% 2,593 $421K
Human Investing LLC 0.06% Reduce -3.5% 2,588 $420K
Clearwater Capital Advisors, LLC 0.04% Add +2.9% 2,584 $419K
ARS Wealth Advisors Group, LLC 0.04% Add +2.5% 2,580 $418K
Hardin Capital Partners, LLC 0.22% Reduce -1.9% 2,579 $418K
Bluespring Wealth Management, LLC 0.04% Reduce -0.2% 2,575 $418K
Two Sigma Securities, LLC 0.06% Reduce -72.6% 2,574 $418K
Finward Bancorp 0.32% No change 2,572 $417K
Sound Income Strategies, LLC 0.02% Reduce -6.3% 2,655 $416K
Benchmark Financial Wealth Advisors, LLC 0.13% Reduce -0.2% 2,562 $416K
Legacy Trust 0.08% Add +33.1% 2,557 $415K
Serenus Wealth Advisors, LLC 0.07% No change 2,555 $414K
Gratus Wealth Advisors, LLC 0.06% Reduce -3.0% 2,548 $413K
Revolve Wealth Partners, LLC 0.05% Reduce -0.8% 2,548 $413K
NORTHSTAR ASSET MANAGEMENT Co 0.09% No change 2,542 $412K
a16z Perennial Management, L.P. 0.03% New 2,536 $411K
Peoples Bank 0.41% Reduce -15.5% 2,529 $410K
Webster Bank, N. A. 0.04% Reduce -4.2% 2,528 $410K
Opes Wealth Management LLC 0.07% Reduce -1.6% 2,527 $410K
Nicholson Meyer Capital Management, Inc. 0.31% No change 2,525 $410K
Mach-1 Financial Group, LLC 0.07% Reduce -87.2% 2,519 $409K
Integrity Advisory Solutions, LLC 0.07% — 2,519 $409K
MBL Wealth, LLC 0.04% Add +21.4% 2,520 $409K
Fulcrum Capital LLC 0.08% New 2,518 $408K
Sunpointe, LLC 0.15% Reduce -1.3% 2,507 $407K
LCM Capital Management Inc 0.20% Reduce -0.5% 2,506 $406K
First Citizens Financial Corp 0.20% No change 2,505 $406K
Highlander Partners, L.P. 0.14% No change 2,500 $406K
Strait & Sound Wealth Management LLC 0.16% Reduce -16.1% 2,498 $405K
Heritage Trust Co 0.04% No change 2,494 $405K
BKM Wealth Management, LLC 0.15% Add +0.6% 2,478 $402K
Regent Peak Wealth Advisors LLC 0.08% — 2,476 $402K
Insight Advisors, LLC/ PA 0.06% Add +2.2% 2,473 $401K
Northwest Wealth Management, LLC 0.07% Reduce -8.0% 2,467 $400K
RiverGlades Family Offices LLC 0.24% No change 2,460 $399K
Laurel Wealth Advisors LLC 0.06% No change 2,454 $398K
Adirondack Trust Co. 0.13% Add +1.6% 2,454 $398K
TriaGen Wealth Management LLC 0.10% Add +0.8% 2,453 $398K
RS Crum Inc. 0.09% No change 2,453 $398K
Armstrong Advisory Group, Inc. 0.03% Add +1.5% 2,453 $398K
Osprey Private Wealth LLC 0.14% No change 2,450 $397K
Compass Capital Corp. /Ma/ 0.17% Add +7.0% 2,537 $397K
One Plus One Wealth Management, LLC 0.19% Add +3.6% 2,446 $397K
Gables Capital Management Inc. 0.17% No change 2,443 $396K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -33.7% 2,441 $396K
Costello Asset Management, INC 0.13% No change 2,440 $396K
Atlantic Edge Private Wealth Management, LLC 0.10% No change 2,439 $396K
MTM Financial Group, LLC 0.19% Add +0.2% 2,437 $395K
Missouri Trust & Investment Co 0.12% No change 2,435 $395K
Dean Investment Associates, LLC 0.06% Reduce -5.2% 2,435 $395K
Wealthspire Retirement, LLC 0.03% Reduce -4.9% 2,434 $395K
Baron Silver Stevens Financial Advisors, LLC 0.06% Reduce -14.0% 2,434 $395K
Concentrum Wealth Management 0.11% Reduce -5.3% 2,434 $395K
Tranquility Partners, LLC 0.13% No change 2,430 $394K
Abacus Planning Group, Inc. 0.05% Reduce -4.6% 2,430 $394K
Cercano Management LLC 0.02% No change 2,424 $393K
Lester Murray Antman dba SimplyRich 0.11% No change 2,427 $393K
Optivise Advisory Services LLC 0.23% Add +27.4% 2,422 $393K
HORAN Wealth, LLC 0.06% Add +98.1% 2,419 $392K
Nordwand Advisors, LLC 0.06% No change 2,409 $391K
Sutton Place Investors LLC 0.22% Add +31.2% 2,407 $390K
West Oak Capital, LLC 0.19% Reduce -6.2% 2,407 $390K
Cordgrass Capital Advisors, LLC 0.10% No change 2,406 $390K
Grant Private Wealth Management Inc 0.24% Add +8.5% 2,397 $389K
ShoreHaven Wealth Partners, LLC 0.14% No change 2,396 $389K
Summit Asset Management, LLC 0.06% Add +0.0% 2,392 $388K
Cranbrook Wealth Management, LLC 0.08% Add +135.8% 2,391 $388K
LexAurum Advisors, LLC 0.05% Reduce -17.4% 2,364 $383K
Jackson Thornton Wealth Management, LLC 0.04% Add +51.3% 2,467 $383K
Capital CS Group, LLC 0.63% New 2,360 $383K
Waller Financial Planning Group, Inc. 0.09% No change 2,350 $381K
Client 1ST Advisory Group, LLC 0.13% No change 2,349 $381K
Drum Hill Capital, LLC 0.42% No change 2,344 $380K
New Republic Capital, LLC 0.12% Reduce -2.8% 2,343 $380K
Perennial Investment Advisors, LLC 0.03% Add +2.0% 2,338 $379K
Thrive Capital Management, LLC 0.10% Add +2.6% 2,338 $379K
McAlister, Sweet & Associates, Inc. 0.25% No change 2,335 $379K
Magnolia Private Wealth, LLC 0.28% Add +6.1% 2,332 $378K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -0.6% 2,331 $378K
Debussy Capital Management LP 0.05% Add +0.9% 2,330 $378K
CFS Investment Advisory Services, LLC 0.03% Reduce -4.4% 2,395 $378K
Latitude Advisors, LLC 0.17% Reduce -5.6% 2,325 $377K
Warner Financial, Inc. 0.14% No change 2,322 $377K
Rosenberg Matthew Hamilton 0.08% Add +4.5% 2,322 $377K
Signal Advisors Wealth, LLC 0.03% Reduce -58.6% 2,322 $377K
Bristlecone Advisors, LLC 0.03% Reduce -2.9% 2,320 $376K
Wealthcare Capital Management LLC 0.04% New 2,319 $376K
Golden State Wealth Management, LLC 0.04% Reduce -4.0% 2,313 $375K
R Squared Ltd 0.16% New 2,310 $375K
Spinnaker Investment Group, LLC 0.07% Add +11.9% 2,309 $375K
AEGON ASSET MANAGEMENT UK Plc 0.00% New 2,309 $374K
Harrell Investment Partners, LLC 0.09% Add +35.8% 2,301 $373K
Legacy Capital Group California, Inc. 0.09% Add +30.8% 2,295 $372K
Members Trust Co 0.01% No change 2,285 $371K
Archford Capital Strategies, LLC 0.04% Reduce -30.9% 2,282 $370K
Chapin Davis, Inc. 0.09% Reduce -93.6% 2,277 $369K
Richardson Financial Services Inc. 0.23% Add +13.7% 2,269 $368K
First Financial Bankshares Inc 0.01% New 2,265 $367K
Ridgewood Investments LLC 0.15% Reduce -6.3% 2,259 $366K
City State Bank 0.11% Reduce -1.1% 2,251 $365K
Patten Group, Inc. 0.07% Reduce -0.8% 2,249 $365K
Syverson Strege & Co 0.09% Reduce -19.9% 2,240 $363K
Innova Wealth Partners 0.20% New 2,236 $363K
Rede Wealth, LLC 0.28% Add +57.9% 2,233 $362K
Eagle Bay Advisors LLC 0.28% Reduce -3.7% 2,233 $362K
Calydon Capital 0.06% Reduce -63.9% 2,233 $362K
Warwick Investment Management, Inc. 0.06% Add +13.5% 2,231 $362K
Liberty Wealth Management LLC 0.05% Reduce -0.5% 2,227 $361K
SYM FINANCIAL Corp 0.04% Reduce -8.6% 2,224 $361K
BlackDiamond Wealth Management, LLC 0.20% Reduce -2.8% 2,222 $360K
Riversedge Advisors, LLC 0.06% Add +67.4% 2,221 $360K
MPS Loria Financial Planners, LLC 0.10% Add +0.1% 2,210 $359K
Cladis Investment Advisory, LLC 0.20% No change 2,209 $358K
AllSquare Wealth Management LLC 0.19% No change 2,202 $357K
SGL Investment Advisors, Inc. 0.15% Add +2.6% 2,469 $357K
World Equity Group, Inc. 0.08% Add +7.3% 2,190 $355K
First Bancorp, Inc 0.19% Reduce -5.8% 2,183 $354K
Reliant Investment Partners, LLC 0.28% Add +0.0% 2,308 $354K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Reduce -16.5% 2,179 $353K
Successful Portfolios LLC 0.21% No change 2,178 $353K
AdvisorShares Investments LLC 0.06% Add +28.3% 2,174 $353K
Burney Co./ 0.01% Add +5.0% 2,170 $352K
Griffith & Werner, Inc. 0.18% — 2,267 $352K
Nations Financial Group Inc, /Ia/ 0.02% Add +1.7% 2,166 $351K
Aull & Monroe Investment Management Corp 0.18% No change 2,163 $351K
Wealth Alliance Advisory Group, LLC 0.06% Reduce -22.9% 2,160 $350K
Atlas Wealth Partners, LLC 0.36% No change 2,156 $350K
Portland Global Advisors LLC 0.04% Reduce -6.5% 2,155 $350K
Driehaus Capital Management LLC 0.00% Reduce -61.1% 2,154 $349K
Three Magnolias Financial Advisors, LLC 0.22% No change 2,150 $349K
Highland Capital Management, LLC 0.02% Add +0.2% 2,146 $348K
LBMC Investment Advisors, LLC 0.02% Add +0.1% 2,141 $347K
Paragon Private Wealth Management, LLC 0.11% New 2,141 $347K
Traveka Wealth, LLC 0.15% Add +0.2% 2,140 $347K
Dakota Community Bank & Trust NA 1.37% Reduce -17.4% 2,139 $347K
Institute for Wealth Management, LLC. 0.04% Add +2.8% 2,135 $346K
JFG Wealth Management, LLC 0.07% Add +6.7% 2,129 $345K
Wells Trecaso Financial Group, LLC 0.16% Reduce -21.1% 2,128 $345K
OMC Financial Services LTD 0.13% No change 2,125 $345K
SilverOak Wealth Management LLC 0.06% No change 2,121 $344K
Peregrine Asset Advisers, Inc. 0.10% Reduce -24.4% 2,119 $344K
Bragg Financial Advisors, Inc 0.01% Reduce -3.4% 2,117 $343K
ACT Advisors, LLC. 0.14% Reduce -10.7% 2,115 $343K
Kelly Financial Services LLC 0.09% Reduce -7.2% 2,105 $341K
Kuhn & Co Investment Counsel 0.27% Reduce -1.4% 2,100 $341K
Riverstone Advisors, LLC 0.17% No change 2,100 $341K
Eubel Brady & Suttman Asset Management Inc. 0.04% Add +2.9% 2,099 $340K
Baron Wealth Management LLC 0.11% Add +18.8% 2,096 $340K
Newman Dignan & Sheerar, Inc. 0.07% Add +6.1% 2,092 $339K
Mezzasalma Advisors, LLC 0.09% Add +24.4% 2,087 $339K
Five Oceans Advisors 0.12% Add +0.2% 2,086 $338K
TFB Advisors LLC 0.10% Reduce -22.7% 2,127 $338K
Wilkins Investment Counsel Inc. 0.05% No change 2,082 $338K
BankPlus Trust Department 0.09% Reduce -5.7% 2,080 $337K
Gries Financial LLC 0.05% Add +31.9% 2,075 $337K
WMG Financial Advisors, LLC 0.11% Add +3.7% 2,070 $336K
Evolution Wealth Advisors, LLC 0.04% No change 2,062 $334K
BCU Wealth Advisors, LLC 0.14% Add +0.2% 2,058 $334K
American National Bank of Texas 0.31% — 2,055 $333K
Concorde Asset Management, LLC 0.14% — 2,080 $333K
Clarus Group, Inc. 0.12% Add +0.1% 2,054 $333K
Financial Strategies Group, Inc. 0.06% Reduce -1.1% 2,302 $333K
Basepoint Wealth LLC 0.24% Reduce -0.1% 2,050 $333K
McKinley Carter Wealth Services, Inc. 0.02% Add +0.7% 2,050 $333K
Abel Hall, LLC 0.13% Reduce -11.6% 2,042 $331K
YHB Investment Advisors, Inc. 0.02% Reduce -1.6% 2,040 $331K
Harvest Fund Management Co., Ltd 0.01% Reduce -77.7% 2,032 $330K
Passive Capital Management, LLC. 0.11% Add +4.5% 2,029 $329K
Fagan Associates, Inc. 0.05% No change 2,020 $328K
Blankinship & Foster, LLC 0.07% Add +1.2% 2,017 $327K
Laidlaw Wealth Management LLC 0.78% New 2,007 $326K
Keyvantage Wealth, LLC 0.14% Reduce -1.7% 2,005 $325K
MQS Management LLC 0.19% Reduce -53.9% 2,004 $325K
LJI Wealth Management, LLC 0.06% Reduce -9.9% 2,001 $325K
McCollum Christoferson Group LLC 0.09% New 2,000 $324K
Ifrah Financial Services, Inc. 0.08% No change 2,000 $324K
Elk River Wealth Management LLC 0.05% No change 2,000 $324K
Moran Wealth Management, LLC 0.01% Add +16.9% 2,000 $324K
Burns Matteson Capital Management, LLC 0.14% No change 1,996 $324K
Prudential PLC 0.00% New 1,994 $323K
ERn Financial, LLC 0.06% Add +10.9% 1,992 $323K
Tillman Hartley LLC 0.08% No change 1,980 $321K
Barr E S & Co. 0.02% No change 1,980 $321K
Wayfinding Financial, LLC 0.14% Reduce -0.4% 1,980 $321K
Central Bank & Trust Co. 0.05% No change 1,974 $320K
Asset Dedication, LLC 0.02% Reduce -10.0% 1,971 $320K
Seeds Investor LLC 0.07% Reduce -11.4% 1,970 $320K
Flynn Zito Capital Management, LLC 0.12% Add +2.4% 1,968 $319K
SMART Wealth LLC 0.12% Reduce -75.3% 1,967 $319K
Hengehold Capital Management LLC 0.03% Add +22.4% 1,964 $319K
Spartan Planning & Wealth Management 0.25% Reduce -40.5% 1,963 $318K
Cloud Capital Management, LLC 0.17% Add +1.6% 1,966 $318K
Intergy Private Wealth, LLC 0.10% Reduce -12.1% 1,957 $317K
Hidden Cove Wealth Management, LLC 0.21% Add +38.6% 1,955 $317K
Richwood Investment Advisors, LLC 0.25% Reduce -3.4% 1,950 $316K
Integral Investment Advisors, Inc. 0.09% No change 1,950 $316K
Pointe Capital Management LLC 0.15% No change 1,948 $316K
International Private Wealth Advisors LLC 0.20% Reduce -12.7% 1,948 $316K
waypoint wealth counsel 0.12% Add +3.2% 1,944 $315K
Landaas & Co. /Wi 0.07% Add +3.5% 1,942 $315K
Crew Capital Management, Ltd 0.21% Add +1.9% 1,938 $314K
Chesapeake Asset Management LLC 0.28% Add +97.2% 1,938 $314K
Hubbell Strickland Wealth Management, LLC 0.13% Add +0.5% 1,936 $314K
Loomis Sayles & Co. L P 0.00% Add +0.3% 1,934 $314K
Pring Turner Capital Group Inc. 0.19% No change 1,933 $314K
Optima Capital LLC 0.15% Reduce -0.2% 1,929 $313K
Cannon Wealth Management Services, LLC 0.24% Add +4.8% 1,928 $313K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -1.1% 1,921 $312K
Firethorn Wealth Partners, LLC 0.12% Reduce -1.2% 1,914 $311K
Fortis Group Advisors, LLC 0.05% Reduce -64.7% 2,135 $310K
Cutler Investment Counsel LLC 0.03% Add +0.9% 1,909 $310K
Analyst IMS Investment Management Services Ltd. 0.01% Reduce -79.1% 1,904 $309K
Meadow Creek Wealth Advisors LLC 0.20% Reduce -2.4% 1,980 $309K
Old Mission Investment Co LLC 0.08% Add +56.7% 1,904 $309K
Wakefield Asset Management LLLP 0.08% Reduce -0.8% 1,902 $309K
Lumbard & Kellner, LLC 0.11% No change 1,900 $308K
Gulf International Bank (UK) Ltd 0.01% Reduce -42.0% 1,899 $308K
M. Kraus & Co 0.09% No change 1,895 $307K
SeaBridge Investment Advisors LLC 0.05% Reduce -4.8% 1,895 $307K
Enzi Wealth 0.11% Add +6.7% 1,966 $307K
Montz Harcus Wealth Management LLC 0.13% Add +0.5% 1,889 $306K
JT Stratford LLC 0.04% Add +2.4% 1,886 $306K
Meridian Wealth Partners, LLC 0.04% Reduce -8.5% 1,885 $306K
Roxbury Financial LLC 0.28% Add +0.4% 1,885 $306K
Fulton Breakefield Broenniman LLC 0.02% Reduce -9.1% 1,884 $306K
Cerro Pacific Wealth Advisors LLC 0.08% Reduce -12.9% 1,884 $306K
Kitching Partners, LLC 0.29% Add +3.6% 1,883 $305K
Atlas Legacy Advisors, LLC 0.06% Add +31.9% 1,881 $305K
Gemmer Asset Management LLC 0.02% Add +4.1% 1,877 $304K
Boltwood Capital Management 0.08% Reduce -0.5% 1,875 $304K
Morton Capital Management LLC 0.05% Add +0.3% 1,874 $304K
Prostatis Group LLC 0.08% Add +0.1% 1,871 $303K
Thompson Investment Management, Inc. 0.04% No change 1,867 $303K
Inlet Private Wealth, LLC 0.07% Add +0.7% 1,866 $303K
GSG Advisors LLC 0.08% Add +0.3% 1,880 $302K
Forge Financial Services LLC 0.14% No change 1,908 $301K
Maxele Advisors, LLC 0.26% No change 1,856 $301K
Consolidated Portfolio Review Corp 0.04% Add +6.2% 1,854 $301K
Veery Capital, LLC 0.09% Reduce -0.8% 1,853 $301K
Phoenix Wealth Advisors 0.12% No change 1,851 $300K
Private Wealth Group, LLC 0.15% No change 1,850 $300K
Greenwich Wealth Management LLC 0.01% New 1,847 $300K
DT Investment Partners, LLC 0.03% No change 1,845 $299K
City Holding Co. 0.04% Add +36.0% 1,845 $299K
SFE Investment Counsel 0.05% Reduce -1.5% 1,844 $299K
GenTrust, LLC 0.01% New 1,838 $298K
Fairscale Capital, LLC 0.20% No change 1,832 $297K
Siligmueller & Norvid Wealth Advisors LLC 0.13% New 1,829 $297K
Sunbeam Capital Management, LLC 0.18% Reduce -0.4% 1,827 $296K
Chatham Capital Group, Inc. 0.04% No change 1,826 $296K
Chicago Capital, LLC 0.01% Add +0.1% 1,822 $295K
Kelly Financial Group LLC 0.08% No change 1,812 $294K
American Trust 0.02% Reduce -1.9% 1,809 $293K
Acorn Creek Capital LLC 0.11% Add +2.9% 1,806 $293K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -0.3% 1,805 $293K
Tilson Financial Group, Inc. 0.10% No change 1,804 $293K
Wilkins Miller Wealth Management, LLC 0.18% Add +0.6% 1,800 $292K
von Borstel & Associates, Inc. 0.04% New 1,887 $292K
Breakwater Capital Group 0.04% Reduce -2.4% 1,799 $292K
Prelude Capital Management, LLC 0.02% Add +1.9% 1,796 $291K
Court Place Advisors, LLC 0.09% No change 1,795 $291K
Slocum, Gordon & Co LLP 0.23% Reduce -4.9% 1,792 $291K
Sand Hill Global Advisors, LLC 0.01% Reduce -8.4% 1,792 $291K
WFA Asset Management Corp 0.16% Add +3.2% 2,391 $290K
O'Keefe Stevens Advisory, Inc. 0.08% No change 1,782 $289K
Panoramic Capital Partners, LLC 0.19% Add +4.6% 1,779 $289K
Money Concepts Capital Corp. 0.02% Add +3.9% 1,775 $288K
Gerber, LLC 0.18% Add +0.1% 1,775 $288K
Harfst & Associates, Inc. 0.05% No change 1,771 $287K
Mosaic Financial Group, LLC 0.20% No change 1,770 $287K
Code Waechter LLC 0.19% Reduce -4.8% 1,803 $287K
Hodges Capital Management Inc. 0.02% Reduce -2.7% 1,768 $287K
Independent Wealth Network Inc. 0.09% Reduce -0.2% 1,758 $285K
Kintra Wealth, LLC 0.16% New 1,755 $285K
Caerus Investment Advisors, LLC 0.12% New 1,752 $284K
Eastover Investment Advisors LLC 0.12% No change 1,745 $283K
Garden State Investment Advisory Services LLC 0.07% Reduce -9.2% 1,741 $282K
Bruce G. Allen Investments, LLC 0.20% Reduce -0.5% 1,741 $282K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% No change 1,740 $282K
Oarsman Capital, Inc. 0.04% Reduce -1.3% 1,739 $282K
Community Bank, N.A. 0.03% No change 1,739 $282K
Sheets Smith Wealth Management 0.03% Reduce -15.3% 1,737 $282K
KKM Financial LLC 0.09% No change 1,733 $281K
McLean Asset Management Corp 0.06% Reduce -11.2% 1,829 $281K
2UniFi Bank 0.14% No change 1,731 $281K
Realta Investment Advisors 0.09% Reduce -30.8% 1,731 $281K
Fca Corp. 0.08% Add +0.1% 1,725 $280K
Scissortail Wealth Management, LLC 0.06% Reduce -2.8% 1,719 $279K
Banque Cantonale Vaudoise 0.01% Add +6274.1% 1,721 $279K
GK Wealth Management LLC 0.21% Reduce -17.8% 1,718 $279K
Catalina Capital Group, LLC 0.17% Add +0.1% 1,717 $278K
Wealth Advisors of Iowa, LLC 0.09% Add +4.8% 1,716 $278K
TruWealth Advisors, LLC 0.01% Reduce -18.8% 1,714 $278K
Bcwm, LLC 0.08% Reduce -16.1% 1,713 $278K
Capital Investment Counsel, Inc 0.03% Reduce -22.6% 1,710 $277K
Nelson Capital Management, LLC 0.03% Add +0.1% 1,710 $277K
Presilium Private Wealth, LLC 0.05% Reduce -1.2% 1,709 $277K
North Capital, Inc. 0.21% Add +0.1% 1,705 $277K
Granite FO LLC 0.15% No change 1,700 $276K
Aft, Forsyth & Company, Inc. 0.13% No change 1,700 $276K
GKV Capital Management Co., Inc. 0.11% No change 1,700 $276K
Total Wealth Planning, LLC 0.03% No change 1,700 $276K
Oxbow Advisors, LLC 0.03% Add +2.4% 1,697 $275K
Schneider Downs Wealth Management Advisors, LP 0.03% Add +10.7% 1,694 $275K
Montgomery Investment Management Inc. 0.10% Add +0.8% 1,693 $275K
Lockerman Financial Group, Inc. 0.35% Add +1.4% 1,692 $274K
IMG Wealth Management, Inc. 0.19% No change 1,690 $274K
Michels Family Financial, LLC 0.21% Add +0.2% 1,682 $273K
Aletheian Wealth Advisors LLC 0.13% Reduce -2.8% 1,680 $272K
Trust Co of the South 0.05% Add +8.0% 1,680 $272K
Proathlete Wealth Management LLC 0.08% Reduce -0.4% 1,667 $270K
Navalign, LLC 0.07% New 1,666 $270K
Canvas Wealth Advisors, LLC 0.05% Reduce -4.0% 1,763 $270K
Carolina Wealth Advisors, LLC 0.12% Add +204.9% 1,665 $270K
Essex LLC 0.05% Reduce -0.1% 1,663 $270K
Lavaca Capital LLC 0.05% Add +6.4% 1,662 $270K
Midland Wealth Advisors, LLC 0.01% Reduce -12.1% 1,659 $269K
First United Bank & Trust 0.09% Reduce -6.3% 1,654 $268K
Coastwise Capital Group, LLC 0.19% Add +0.2% 1,652 $268K
Sterling Investment Advisors, Ltd. 0.05% No change 1,650 $268K
Colonial Trust Advisors 0.02% No change 1,650 $268K
Johnson & White Wealth Management, LLC 0.12% No change 1,649 $267K
Retirement Planning Group, LLC / NY 0.20% Add +0.2% 1,645 $267K
Private Client Services, LLC 0.09% Reduce -57.0% 1,643 $267K
Verum Partners LLC 0.06% Add +7.6% 1,642 $266K
Picton Mahoney Asset Management 0.00% Add +41.9% 1,644 $266K
Bailard, Inc. 0.01% Add +2.1% 1,636 $265K
Capstone Wealth Management Group, LLC 0.11% Add +8.7% 1,630 $264K
First National Bank of Omaha 0.02% No change 1,630 $264K
Patton Fund Management, Inc. 0.05% Reduce -91.9% 1,629 $264K
Parisi Gray Wealth Management 0.07% Reduce -2.6% 1,627 $264K
Bellevue Asset Management, LLC 0.12% Reduce -28.6% 1,626 $264K
Evelyn Partners Investment Management Services Ltd 0.04% Add +12.1% 1,624 $263K
Beacon Investment Advisors LLC 0.11% No change 1,622 $263K
Mill Creek Capital Advisors, LLC 0.01% Add +1.6% 1,621 $263K
Forza Wealth Management, LLC 0.10% No change 1,619 $263K
Canopy Partners, LLC 0.09% Add +17.9% 1,619 $263K
Waycross Partners, LLC 0.02% No change 1,619 $263K
Legacy Financial Strategies, LLC 0.05% Reduce -1.8% 1,619 $263K
West Bancorporation Inc. 0.15% Add +11.9% 1,617 $262K
Coppell Advisory Solutions LLC 0.03% Reduce -2.1% 1,607 $262K
TPG Advisors LLC 0.17% No change 1,614 $262K
Boreal Capital Management LLC 0.25% Add +28.2% 1,610 $261K
Motiv8 Investments LLC 0.14% Reduce -0.1% 1,607 $261K
Consilio Wealth Advisors, LLC 0.09% Reduce -2.2% 1,604 $260K
Onyx Financial Advisors, LLC 0.12% Add +0.7% 1,602 $260K
Longview Financial Advisors, Inc. 0.19% No change 1,600 $260K
Wiser Wealth Management, Inc 0.06% Add +2.6% 1,600 $260K
Alteri Wealth LLC 0.09% Reduce -3.1% 1,599 $259K
Towercrest Capital Management 0.04% No change 3,924 $259K
M3 Advisory Group, LLC 0.16% Add +0.6% 1,598 $259K
October Effect Ltd 0.29% Reduce -6.3% 1,596 $259K
AXS Investments LLC 0.08% Add +35.3% 1,594 $259K
Wealthstream Advisors, Inc. 0.04% Add +7.5% 1,582 $257K
Orion Investment Co 0.08% No change 1,578 $256K
Abound Financial, LLC 0.10% Reduce -4.6% 1,574 $255K
Vantage Financial Partners, LLC 0.05% Add +0.1% 1,570 $255K
C M Bidwell & Associates Ltd. 0.12% No change 1,565 $254K
Ethos Financial Group, LLC 0.02% Reduce -0.1% 1,565 $254K
Fiduciary Financial Group, LLC 0.04% New 1,560 $253K
Manning & Napier Advisors LLC 0.00% New 1,551 $253K
Poehling Capital Management, INC. 0.05% No change 1,555 $252K
Mane Global Capital Management LP 0.01% Reduce -98.6% 1,552 $252K
American Institute for Advanced Investment Management, LLP 0.16% Reduce -10.1% 1,551 $252K
WNY Asset Management, LLC 0.02% Reduce -6.4% 1,551 $252K
SpringVest Wealth Management LLC 0.18% Reduce -4.4% 1,550 $251K
Wealth Management Associates, Inc. 0.09% Add +1.2% 1,550 $251K
Mirador Capital Partners LP 0.04% Reduce -0.9% 1,548 $251K
Lakeshore Financial Planning, Inc. 0.09% No change 1,547 $251K
Bensler, LLC 0.03% Reduce -1.1% 1,546 $251K
Silver Grove Financial Group, Inc. 0.24% — 1,544 $250K
WealthPLAN Partners, LLC 0.04% Add +2.0% 1,542 $250K
Fi3 FINANCIAL ADVISORS, LLC 0.08% Reduce -16.4% 1,540 $250K
KOM Wealth Management Group, LLC 0.19% Reduce -6.6% 1,539 $250K
Family Manage LLC 0.03% Add +3.1% 1,538 $249K
Morris Financial Concepts, Inc. 0.09% No change 1,536 $249K
EdgeRock Capital LLC 0.07% Add +8.8% 1,528 $248K
Lountzis Asset Management, LLC 0.08% No change 1,522 $247K
Holistic Financial Partners 0.10% Add +3.8% 1,519 $246K
McGrath & Associates, Inc. 0.37% Reduce -1.6% 1,517 $246K
First International Bank & Trust 0.09% Reduce -0.7% 1,516 $246K
Nia Impact Advisors, LLC 0.08% Reduce -4.0% 1,514 $246K
Napa Wealth Management 0.11% Reduce -90.2% 1,512 $245K
LPWM LLC 0.07% Add +0.6% 1,509 $245K
WPG Advisers, LLC 0.19% Add +14.3% 1,507 $244K
Sonoma Allocations LLC 0.09% — 1,565 $244K
Lincoln Capital LLC 0.05% Add +1.3% 1,591 $244K
Elm Partners Management LLC 0.01% New 1,501 $243K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.10% Reduce -2.9% 1,500 $243K
Courage Miller Partners, LLC 0.07% No change 1,500 $243K
Granite Bay Wealth Management, LLC 0.06% No change 1,500 $243K
Rodgers Brothers Inc. 0.03% No change 1,500 $243K
BOK Financial Private Wealth, Inc. 0.02% No change 1,500 $243K
RW Investment Management LLC 0.03% No change 1,499 $243K
Birinyi Associates Inc. 0.06% No change 1,500 $243K
Professional Advisory Services Inc. 0.03% No change 1,500 $243K
Foster & Motley Inc. 0.01% Reduce -0.1% 1,501 $243K
RDA Financial Network 0.06% Add +6.4% 1,493 $242K
First Command Advisory Services, Inc. 0.00% Reduce -18.9% 1,492 $242K
Northstar Financial Companies, Inc. 0.22% Reduce -3.0% 1,488 $241K
Activest Wealth Management 0.05% Add +5.6% 1,488 $241K
HFR Wealth Management, LLC 0.06% No change 1,483 $241K
Rossby Financial, LCC 0.08% Add +15.2% 1,495 $240K
Hoge Financial Services, LLC 0.14% Add +2.8% 1,469 $238K
Resurgent Financial Advisors LLC 0.12% Reduce -28.5% 1,469 $238K
Dimension Capital Management LLC 0.03% No change 1,469 $238K
Central Valley Advisors, LLC 0.07% No change 1,466 $238K
Commonwealth Retirement Investments LLC 0.08% Reduce -0.2% 1,465 $238K
Good Steward Wealth Advisors,LLC 0.16% Reduce -50.0% 1,462 $237K
Peak Asset Management, LLC 0.04% No change 1,461 $237K
Core Wealth Partners LLC 0.11% Add +2.1% 1,460 $237K
Advisory Resource Group 0.04% No change 1,453 $236K
Northstar Group, Inc. 0.04% Reduce -34.9% 1,449 $235K
Archer Investment Corp 0.05% Add +0.7% 1,449 $235K
Bfsg, LLC 0.02% Reduce -3.0% 1,448 $235K
Moseley Investment Management Inc. 0.07% Reduce -1.9% 1,447 $235K
CGC Financial Services, LLC 0.06% No change 1,443 $234K
Motco 0.02% Add +120.3% 1,443 $234K
GHP Investment Advisors, Inc. 0.01% Add +2.1% 1,441 $234K
Retirement Income Solutions, Inc. 0.04% No change 1,441 $234K
BCS Wealth Management 0.05% Reduce -47.7% 1,440 $234K
Woodley Farra Manion Portfolio Management Inc. 0.01% Add +1.6% 1,439 $233K
Seven Springs Wealth Group, LLC 0.06% No change 1,432 $232K
Forefront Analytics, LLC 0.22% Add +0.8% 1,424 $231K
Jacobs & Co. 0.02% No change 1,430 $231K
Twin Capital Management Inc. 0.03% Reduce -3.8% 1,424 $231K
Pacific Sage Partners, LLC 0.04% No change 1,423 $231K
Whetstone Capital Advisors, LLC 0.06% New 1,422 $231K
Fiducient Advisors LLC 0.03% Add +10.8% 1,422 $231K
Richmond Investment Services, LLC 0.04% Add +3.7% 1,422 $231K
State of Wyoming 0.03% New 1,418 $230K
Partnership Wealth Management, LLC 0.18% Add +0.1% 1,417 $230K
Grove Street Fiduciary, LLC 0.11% No change 1,415 $230K
Cascade Financial Partners, LLC 0.03% No change 1,414 $229K
Vicus Capital 0.02% Add +12.6% 1,412 $229K
Cottonwood Capital Advisors, LLC 0.17% Reduce -48.0% 1,411 $229K
Second Line Capital, LLC 0.05% Add +5.4% 1,410 $229K
Motive Wealth Advisors 0.10% Add +0.4% 1,410 $229K
Allen Wealth Management, LLC 0.15% Reduce -5.0% 1,409 $229K
Fortis Capital Advisors, LLC 0.04% Reduce -44.5% 1,409 $229K
Olympiad Research LP 0.32% Reduce -8.6% 1,406 $228K
GreatBanc Trust CO 0.16% — 1,402 $227K
Delta Wealth Advisors LLC 0.18% No change 1,400 $227K
Pine Haven Investment Counsel, Inc 0.16% No change 1,400 $227K
Providence Capital Advisors, LLC 0.04% No change 1,400 $227K
Lodestar Private Asset Management LLC 0.02% Add +3.6% 1,399 $227K
Charter Oak Capital Management, LLC 0.02% Add +7.5% 1,399 $227K
Mosaic Family Wealth Partners, LLC 0.03% Reduce -28.1% 1,391 $227K
Pinkerton Wealth, LLC 0.02% Reduce -91.8% 1,395 $226K
Alliance Wealth Management Group 0.05% No change 3,424 $226K
Up Strategic Wealth Investment Advisors LLC 0.17% No change 1,433 $226K
Madison Asset Management, LLC 0.00% Reduce -27.6% 1,393 $226K
AmeriServ Wealth Advisors 0.11% No change 1,392 $226K
Weaver Consulting Group 0.06% Add +2.9% 1,389 $225K
Caitong International Asset Management Co., Ltd 0.16% Add +80.6% 1,385 $225K
Aspiriant, LLC 0.01% Reduce -37.4% 1,384 $224K
Sterneck Capital Management, LLC 0.10% No change 1,381 $224K
Ariadne Wealth Management, LP 0.10% Reduce -11.8% 1,442 $224K
Lafayette Investments, Inc. 0.04% Reduce -1.1% 1,374 $223K
United Bank 0.08% No change 1,372 $223K
Westend Capital Management, LLC 0.06% No change 1,369 $222K
Acorn Wealth Advisors, LLC 0.07% Reduce -0.7% 1,366 $222K
Signet Financial Management, LLC 0.03% Reduce -0.6% 1,366 $222K
Hobart Private Capital, LLC 0.05% Reduce -20.5% 1,364 $221K
Wall Street Financial Group, Inc. 0.16% Add +15.9% 1,364 $221K
Meridian Financial Partners LLC 0.09% Add +0.1% 1,422 $221K
Firestone Capital Management 0.05% Reduce -2.3% 1,361 $221K
Teramo Advisors, LLC 0.08% No change 1,360 $221K
Kelleher Financial Advisors 0.06% No change 1,359 $220K
Knightsbridge Asset Management, LLC 0.04% Reduce -10.3% 1,358 $220K
Resolute Advisors LLC 0.06% Reduce -5.6% 1,357 $220K
Act Wealth Management, LLC 0.08% No change 1,351 $219K
Rockport Wealth LLC 0.04% Add +0.4% 1,347 $218K
Renasant Bank 0.14% Reduce -0.3% 1,346 $218K
MRA Advisory Group 0.10% New 1,346 $218K
Comprehensive Financial Consultants Institutional, Inc. 0.07% No change 1,342 $218K
Alesco Advisors, LLC, An ESL Co 0.01% No change 1,339 $217K
Sulzberger Capital Advisors, Inc. 0.24% New 1,338 $217K
Greenhouse Wealth Management, LLC 0.13% No change 1,335 $217K
Tudor Financial Inc. 0.11% Add +0.2% 1,333 $216K
Advance Capital Management, Inc. 0.01% Reduce -6.8% 1,333 $216K
CAP Partners, LLC 0.12% Add +0.5% 1,333 $216K
Medallion Wealth Advisors, LLC 0.08% Reduce -7.8% 1,332 $216K
Hamilton Wealth, LLC 0.04% New 1,331 $216K
Quantum Financial Advisors, LLC 0.03% No change 1,330 $216K
Alerus Financial NA 0.01% Add +6.9% 1,330 $216K
Wescott Financial Advisory Group, LLC 0.02% Reduce -1.4% 1,328 $215K
Aristotle Capital Management, LLC 0.00% Add +0.9% 1,326 $215K
Lodestone Wealth Management LLC 0.10% Add +5.7% 1,326 $215K
Trinity Legacy Partners, LLC 0.05% Add +0.8% 1,488 $215K
Rollins Financial Advisors, LLC 0.03% Add +4.1% 1,322 $214K
Significant Wealth Partners LLC 0.10% Add +7.5% 1,317 $214K
Tilia Fiduciary Partners, Inc. 0.12% Add +0.1% 1,315 $213K
Ulland Investment Advisors, LLC 0.16% Reduce -7.4% 1,312 $213K
Financial Insights, Inc. 0.07% New 1,313 $213K
Hutchinson Financial Advisors, INC 0.21% New 1,312 $213K
Tortoise Investment Management, LLC 0.02% Reduce -3.1% 1,310 $213K
Silvia McColl Wealth Management, LLC 0.14% No change 1,310 $212K
Simplify Asset Management Inc. 0.00% Reduce -95.3% 1,310 $212K
Hickory Point Bank & Trust 0.16% No change 1,309 $212K
MBE Wealth Management, LLC 0.09% Reduce -5.6% 1,304 $212K
Straight Path Wealth Management 0.06% No change 1,304 $212K
Cahaba Wealth Management, Inc. 0.02% Add +0.7% 1,301 $211K
West Paces Advisors Inc. 0.04% Add +7.4% 1,301 $211K
Mount Vernon Associates Inc. 0.15% No change 1,300 $211K
Key Client Fiduciary Advisors, LLC 0.07% Add +1.9% 1,301 $211K
Sage Private Wealth Group, LLC 0.12% Add +0.8% 1,297 $210K
Sender Co & Partners, Inc. 0.08% New 1,295 $210K
TPG Financial Advisors, LLC 0.08% Reduce -2.6% 1,294 $210K
BridgePort Financial Solutions, LLC 0.06% New 1,294 $210K
Francis Financial, Inc. 0.04% New 729 $210K
Thomas Story & Son LLC 0.08% New 1,291 $209K
Wallington Asset Management, LLC 0.03% Add +13.3% 1,291 $209K
SkyView Investment Advisors, LLC 0.03% Reduce -4.2% 1,291 $209K
Flagship Wealth Advisors, LLC 0.07% Add +7.3% 1,287 $209K
Whelan Financial 0.07% New 1,286 $209K
Arkfeld Wealth Strategies, L.L.C. 0.08% Add +4.2% 1,356 $208K
Aspire Capital Advisors LLC 0.05% Add +7.1% 1,279 $207K
Beirne Wealth Consulting Services, LLC 0.05% New 1,277 $207K
Legacy Edge Advisors, LLC 0.02% No change 1,276 $207K
V2 Financial group LLC 0.11% Add +0.1% 1,276 $207K
Shepherd Financial Partners LLC 0.02% Reduce -37.0% 1,275 $207K
Pioneer Trust Bank N A 0.05% New 1,268 $206K
Next Level Private LLC 0.06% New 1,339 $206K
Walled Lake Planning & Wealth Management, LLC 0.07% Add +0.1% 1,265 $205K
Stonehaven Wealth & Tax Solutions, LLC 0.19% Reduce -2.8% 1,265 $205K
Roble, Belko & Company, Inc 0.03% Reduce -20.4% 1,266 $205K
SlateStone Wealth, LLC 0.02% Reduce -22.9% 1,263 $205K
Outlook Wealth Advisors, LLC 0.05% Add +1.3% 1,262 $205K
Able Wealth Management LLC 0.08% Add +1.9% 1,261 $205K
Bond & Devick Financial Network, Inc. 0.06% No change 1,261 $205K
Hutchinson Capital Management 0.04% Reduce -9.7% 1,261 $205K
Watts Gwilliam & Co., LLC 0.03% No change 1,259 $204K
Blackston Financial Advisory Group, LLC 0.12% Reduce -1.8% 1,259 $204K
Great Lakes Retirement, Inc. 0.02% Add +1.7% 1,259 $204K
Alta Wealth Advisors LLC 0.07% Add +0.1% 1,258 $204K
Finer Wealth Management, Inc. 0.10% No change 1,258 $204K
Eagle Wealth Strategies LLC 0.10% Add +1.2% 1,254 $203K
MOKAN Wealth Management Inc. 0.10% Add +1.2% 1,252 $203K
Trust Investment Advisors 0.11% Reduce -56.2% 1,253 $203K
Safeguard Investment Advisory Group, LLC 0.05% New 1,250 $203K
Endowment Wealth Management, Inc. 0.09% Add +4.1% 1,249 $203K
Global Wealth Management Investment Advisory, Inc. 0.03% No change 1,248 $202K
Uhlmann Price Securities, LLC 0.12% Add +2.2% 1,248 $202K
Valley Forge Investment Consultants Inc. Adv 0.06% Reduce -6.2% 1,248 $202K
Sterling Wealth Management, Inc. 0.06% No change 1,246 $202K
Clayton Financial Group LLC 0.15% New 1,243 $202K
HTG Investment Advisors, Inc. 0.07% Add +0.2% 1,240 $201K
Gitterman Wealth Management, LLC 0.05% No change 1,240 $201K
Axis Wealth Partners, LLC 0.12% Add +3.8% 1,240 $201K
Argent Capital Management LLC 0.01% No change 1,240 $201K
FAS Wealth Partners, Inc. 0.01% Add +0.8% 1,240 $201K
Grey Ledge Advisors, LLC 0.05% Reduce -1.1% 1,239 $201K
Inspire Advisors, LLC 0.02% Add +3.5% 1,238 $201K
Carl P. Sherr & Co., LLC 0.10% New 1,238 $201K
Pin Oak Investment Advisors Inc. 0.14% No change 1,175 $191K
Birchbrook, Inc. 0.10% No change 1,173 $190K
Strategic Investment Solutions, Inc. 0.05% Add +0.8% 1,172 $190K
Key Financial Inc 0.03% Reduce -56.2% 1,174 $189K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 1,143 $185K
First Community Trust NA 0.14% Reduce -9.2% 1,135 $184K
Acima Private Wealth, LLC 0.06% No change 1,123 $182K
Future Financial Wealth Managment LLC 0.11% Reduce -3.9% 1,117 $181K
Truvestments Capital LLC 0.03% Add +32.1% 1,115 $181K
Evermay Wealth Management LLC 0.02% Reduce -6.3% 1,100 $178K
SOA Wealth Advisors, LLC. 0.03% Add +0.0% 35,150 $177K
Stephens Consulting, LLC 0.06% Reduce -3.5% 1,075 $174K
Piscataqua Savings Bank 0.13% No change 1,060 $172K
JPL Wealth Management, LLC 0.04% New 1,049 $170K
Vision Financial Markets LLC 0.14% Reduce -73.9% 1,022 $166K
S.A. Mason LLC 0.07% Add +0.5% 1,016 $165K
True Wealth Design, LLC 0.05% Add +44.5% 1,006 $163K
VSM Wealth Advisory, LLC 0.05% No change 980 $159K
TD Capital Management LLC 0.01% Add +0.6% 948 $154K
MV Capital Management, Inc. 0.01% Add +0.6% 944 $153K
JTC Employer Solutions Trustee Ltd 0.01% No change 944 $153K
REAP Financial Group, LLC 0.03% Add +29.2% 937 $152K
First Financial Corp. 0.06% Reduce -10.0% 922 $150K
Barnes Dennig Private Wealth Management LLC 0.16% Add +1420.0% 912 $148K
ESL Trust Services, LLC 0.03% No change 900 $146K
Brown, Lisle/Cummings, Inc. 0.04% No change 888 $144K
Copia Wealth Management 0.11% Reduce -0.7% 878 $142K
Newton One Investments LLC 0.04% Add +0.2% 857 $139K
Pacific Center for Financial Services 0.04% No change 845 $137K
Curat Global, LLC 0.13% No change 840 $136K
Glen Eagle Advisors, LLC 0.02% No change 840 $136K
Painted Porch Advisors LLC 0.05% Add +0.1% 836 $136K
Indiana Trust & Investment Management Co 0.04% No change 827 $134K
Evelyn Partners Investment Management (Europe) Ltd 0.05% No change 820 $133K
Cascades Capital Asset Management, LLC 0.06% Reduce -3.7% 810 $131K
New England Capital Financial Advisors LLC 0.06% Add +0.6% 802 $130K
Greykasell Wealth Strategies, Inc. 0.05% No change 790 $128K
Hopwood Financial Services, Inc. 0.09% No change 786 $127K
Fortitude Family Office, LLC 0.03% Reduce -1.5% 785 $127K
Ossiam 0.00% Reduce -99.6% 771 $125K
Gold Investment Management Ltd. 0.04% No change 750 $122K
S&T Bank 0.03% Add +124.5% 705 $114K
Birch Capital Management, LLC 0.06% No change 700 $114K
Financial Life Planners 0.08% New 697 $113K
Gen-Wealth Partners Inc 0.04% Reduce -10.4% 695 $113K
Davis Capital Management 0.08% — 693 $112K
Whipplewood Advisors, LLC 0.07% Reduce -70.5% 676 $110K
Proffitt & Goodson Inc. 0.02% Add +12.6% 672 $109K
SJS Investment Consulting Inc. 0.01% Add +93.1% 670 $109K
Valley Wealth Managers, Inc. 0.01% New 661 $107K
Private Wealth Management Group, LLC 0.03% Reduce -4.9% 641 $104K
Steigerwald, Gordon & Koch Inc. 0.01% New 636 $103K
Beaird Harris Wealth Management, LLC 0.01% Add +0.8% 618 $100K
Winthrop Capital Management, LLC 0.02% No change 606 $98K
Mowery & Schoenfeld Wealth Management, LLC 0.17% Reduce -3.7% 604 $98K
Accordant Advisory Group Inc 0.07% No change 600 $97K
BNP Paribas 0.00% No change 600 $97K
Pineridge Advisors LLC 0.03% Add +0.2% 597 $97K
Dunhill Financial, LLC 0.03% Add +57.0% 595 $97K
Mb, Levis & Associates, LLC 0.04% Add +0.2% 595 $97K
Pflug Koory, LLC 0.04% No change 585 $95K
Stone House Investment Management, LLC 0.02% Add +12.4% 560 $91K
Morse Asset Management, Inc 0.02% Add +7.8% 539 $87K
Canton Hathaway, LLC 0.02% Add +0.4% 532 $86K
Global Wealth Strategies & Associates 0.02% No change 530 $86K
Fourth Dimension Wealth, LLC 0.03% Reduce -65.1% 517 $84K
Financial Network Wealth Advisors LLC 0.09% Reduce -20.9% 506 $82K
Grey Fox Wealth Advisors, LLC 0.02% New 500 $81K
Hanson & Doremus Investment Management 0.01% Add +233.3% 500 $81K
Tacita Capital Inc 0.05% No change 488 $79K
Tanglewood Legacy Advisors, LLC 0.03% No change 487 $79K
Wolff Wiese Magana LLC 0.04% Reduce -53.5% 480 $78K
Financial Consulate, Inc. 0.01% New 474 $77K
Millstone Evans Group, LLC 0.05% No change 472 $77K
Intelligent Financial Strategies 0.04% No change 470 $76K
Retirement Wealth Solutions LLC 0.05% Add +0.4% 465 $75K
Covestor Ltd 0.04% Add +6.0% 463 $75K
LFA - Lugano Financial Advisors SA 0.04% No change 460 $74K
Darwin Wealth Management, LLC 0.02% Add +0.4% 454 $74K
Winnacle Wealth LLC 0.05% Reduce -30.7% 416 $68K
Nvwm, LLC 0.01% Add +17.9% 402 $65K
Essex Investment Management Co. LLC 0.01% No change 402 $65K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -14.3% 400 $65K
Lipe & Dalton 0.03% No change 395 $64K
Country Trust Bank 0.00% Add +29.1% 390 $63K
Basso Capital Management, L.P. 0.04% No change 389 $63K
DHJJ Financial Advisors, Ltd. 0.02% No change 389 $63K
Marshall & Sterling Wealth Advisors Inc. 0.04% Reduce -3.7% 386 $62K
Founders Capital Management 0.03% No change 379 $61K
Catherine Avery Investment Management LLC 0.04% Add +0.8% 379 $61K
New Millennium Group LLC 0.03% Add +2105.9% 375 $61K
Investors Research Corp 0.01% Reduce -18.6% 373 $61K
Delos Wealth Advisors, LLC 0.04% No change 363 $59K
Osterweis Capital Management Inc. 0.00% No change 357 $58K
Highline Wealth Partners LLC 0.02% Add +57.3% 354 $57K
Barrett & Company, Inc. 0.02% No change 339 $55K
Redmont Wealth Advisors LLC 0.08% No change 338 $55K
Sachetta, LLC 0.02% Add +6.7% 336 $55K
Pinney & Scofield, Inc. 0.03% No change 330 $54K
Winch Advisory Services, LLC 0.01% Add +0.9% 330 $53K
Quest 10 Wealth Builders, Inc. 0.05% Reduce -35.7% 328 $53K
PFS Partners, LLC 0.03% Add +11.6% 326 $53K
Boyd Watterson Asset Management LLC 0.02% Reduce -1.2% 318 $52K
Bulwark Capital Corp 0.04% No change 317 $51K
Ball & Co Wealth Management Inc. 0.03% Add +0.6% 315 $51K
Provenance Wealth Advisors, LLC 0.01% No change 307 $50K
Clearstead Trust, LLC 0.01% Reduce -16.6% 301 $49K
Principia Wealth Advisory, LLC 0.03% Add +300.0% 300 $49K
Chelsea Counsel Co. 0.02% No change 300 $49K
Knuff & Co LLC 0.01% No change 300 $49K
Prestige Wealth Management Group LLC 0.01% No change 293 $48K
Cornerstone Planning Group LLC 0.01% Reduce -79.5% 339 $47K
South Plains Financial, Inc. 0.03% Add +32.4% 282 $46K
Tidemark, LLC 0.01% Add +0.7% 274 $44K
Pandora Wealth, Inc. 0.03% No change 266 $43K
Hughes Financial Services, LLC 0.01% Reduce -10.0% 278 $43K
Trust Co 0.00% No change 264 $43K
Financial Perspectives, Inc 0.01% No change 262 $43K
Frazier Financial Advisors, LLC 0.03% No change 255 $41K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -25.9% 254 $41K
Bell Investment Advisors, Inc 0.01% Reduce -29.6% 252 $41K
Blume Capital Management, Inc. 0.01% Reduce -28.6% 250 $41K
Pacifica Partners Inc. 0.01% Add +16.7% 251 $40K
Westfuller Advisors, LLC 0.02% New 244 $39K
Concord Wealth Partners 0.01% Reduce -2.0% 243 $39K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -11.4% 242 $39K
Inlight Wealth Management, LLC 0.02% No change 239 $39K
Maryland Capital Advisors Inc. 0.01% No change 239 $39K
Aspect Partners, LLC 0.02% Reduce -0.4% 235 $38K
Saranac Partners Ltd 0.01% New 231 $38K
WFA of San Diego, LLC 0.03% No change 225 $36K
Meeder Asset Management Inc. 0.00% Reduce -99.7% 222 $36K
Avion Wealth 0.01% Reduce -2.6% 223 $36K
One River Asset Management, LLC 0.11% New 221 $36K
Western Pacific Wealth Management, LP 0.03% No change 220 $36K
1 North Wealth Services LLC 0.01% No change 220 $36K
Solstein Capital, LLC 0.02% No change 204 $33K
FNY Investment Advisers, LLC 0.01% New 205 $33K
Global Trust Asset Management, LLC 0.01% No change 202 $33K
Cove Street Capital, LLC 0.04% Reduce -80.0% 200 $32K
St. Johns Investment Management Company, LLC 0.01% No change 200 $32K
McIlrath & Eck, LLC 0.00% No change 200 $32K
Anfield Capital Management, LLC 0.01% No change 197 $32K
Measured Wealth Private Client Group, LLC 0.01% New 197 $32K
Glass Jacobson Investment Advisors llc 0.01% Reduce -11.7% 196 $32K
Rialto Wealth Management, LLC 0.01% Reduce -1.0% 193 $31K
Red Tortoise LLC 0.01% No change 192 $31K
Kelly Lawrence W & Associates Inc. 0.01% No change 190 $31K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -1.7% 173 $29K
Robinswood Financial LLC 0.01% Add +0.6% 170 $28K
Dogwood Wealth Management LLC 0.01% Add +96.5% 167 $27K
Burkett Financial Services, LLC 0.01% Add +0.6% 166 $27K
Park Square Financial Group, LLC 0.12% Reduce -84.9% 165 $27K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -22.3% 160 $26K
Abound Wealth Management 0.01% No change 160 $26K
Aventus Investment Advisors, Inc. 0.02% No change 160 $26K
Marquette Asset Management, LLC 0.00% Add +1677.8% 160 $26K
LMR Partners LLP 0.00% Reduce -99.5% 159 $26K
Promus Capital, LLC 0.02% No change 156 $25K
Financial Freedom, LLC 0.01% Add +0.7% 155 $25K
Vermillion Wealth Management, Inc. 0.01% Add +5.5% 153 $25K
Mark Sheptoff Financial Planning, LLC 0.01% No change 148 $24K
Creekmur Asset Management LLC 0.00% Add +0.7% 146 $24K
Horizon Financial Services, LLC 0.01% Add +1007.7% 144 $23K
Kilter Group LLC 0.01% Add +6.8% 142 $23K
Y.D. More Investments Ltd 0.00% Reduce -89.6% 141 $23K
Wealth Preservation Advisors, LLC 0.01% Add +0.7% 140 $23K
Physician Wealth Advisors, Inc. 0.00% Add +8.6% 139 $23K
Legacy Wealth Managment, LLC 0.01% No change 139 $23K
FSA Wealth Management LLC 0.01% No change 136 $22K
Rakuten Securities, Inc. 0.01% Add +18.4% 135 $22K
WealthCollab, LLC 0.01% Reduce -10.7% 134 $22K
JNBA Financial Advisors 0.00% No change 134 $22K
Prudent Man Investment Management, Inc. 0.01% No change 180 $22K
Penserra Capital Management LLC 0.00% Add +4.8% 132 $21K
Advantage Trust Co 0.01% No change 125 $20K
Core Alternative Capital 0.01% Reduce -3.1% 124 $20K
Affinity Wealth LLC 0.01% Add +252.9% 120 $19K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 118 $19K
Ogorek Anthony Joseph /NY/ 0.01% Add +6.3% 119 $19K
Hurley Capital, LLC 0.01% Add +9.5% 115 $19K
Decker Retirement Planning Inc. 0.01% Reduce -2.5% 115 $19K
Elevation Wealth Partners, LLC 0.01% Add +1766.7% 112 $18K
Guerra Advisors Inc 0.01% New 111 $18K
Clark Wealth Partners 0.01% Add +43.6% 112 $18K
Cedar Mountain Advisors, LLC 0.00% Add +118.0% 109 $18K
HighMark Wealth Management LLC 0.01% No change 109 $18K
Imprint Wealth LLC 0.05% — 104 $17K
Rise Advisors, LLC 0.01% Add +67.2% 102 $16K
Seneschal Advisors, LLC 0.01% New 100 $16K
North Ridge Wealth Advisors, Inc. 0.01% No change 100 $16K
Tradewinds Capital Management, LLC 0.00% No change 100 $16K
TruNorth Capital Management, LLC 0.00% No change 100 $16K
Graney & King, LLC 0.01% Add +1.0% 99 $16K
First PREMIER Bank 0.00% No change 100 $16K
JDM Financial Group LLC 0.01% No change 95 $15K
Gladius Capital Management LP 0.03% Reduce -94.3% 87 $14K
Caitlin John, LLC 0.01% New 87 $14K
Financially Speaking Inc 0.01% No change 85 $14K
Cherry Tree Wealth Management, LLC 0.00% No change 85 $14K
Gleason Group, Inc. 0.00% New 83 $13K
Nalls Sherbakoff Group, LLC 0.01% No change 82 $13K
Wealth Watch Advisors, INC 0.01% New 79 $13K
Estabrook Capital Management 0.00% Reduce -51.8% 79 $13K
Minot DeBlois Advisors LLC 0.01% No change 76 $12K
Ransom Advisory, Ltd 0.01% No change 75 $12K
Contravisory Investment Management, Inc. 0.00% Add +226.1% 75 $12K
Team Financial Group, LLC 0.01% Add +1.4% 73 $12K
Cetera Trust Company, N.A 0.01% No change 72 $12K
Hager Investment Management Services, LLC 0.01% New 70 $11K
Financial Gravity Asset Management, Inc. 0.00% — 68 $11K
Morton Brown Family Wealth, LLC 0.00% No change 67 $11K
Tripletail Wealth Management, LLC 0.01% New 70 $11K
WestEnd Advisors, LLC 0.00% Add +16.1% 65 $11K
Bay Harbor Wealth Management, LLC 0.00% Add +23.1% 64 $10K
Aviso Financial Inc. 0.00% No change 61 $10K
Reyes Financial Architecture, Inc. 0.01% No change 56 $9K
Quarry LP 0.00% Reduce -96.8% 56 $9K
Trifecta Capital Advisors, LLC 0.00% No change 55 $9K
Halbert Hargrove Global Advisors, LLC 0.00% New 54 $9K
Nova Wealth Management, Inc. 0.01% No change 51 $8K
1620 Investment Advisors, Inc. 0.01% No change 46 $7K
Wiser Advisor Group LLC 0.01% New 45 $7K
SWAN Capital LLC 0.00% No change 40 $6K
FWL Investment Management, LLC 0.00% New 40 $6K
Holos Integrated Wealth LLC 0.00% No change 39 $6K
PayPay Securities Corp 0.20% Add +9.7% 34 $6K
High Note Wealth, LLC 0.00% Add +6.3% 34 $6K
LGT Financial Advisors LLC 0.01% No change 32 $5K
Texas Capital Bancshares Inc 0.00% New 32 $5K
Abich Financial Wealth Management LLC 0.00% — 30 $5K
Quaker Wealth Management, LLC 0.00% No change 27 $4K
DecisionPoint Financial, LLC 0.00% No change 24 $4K
Turning Point Benefit Group, Inc. 0.00% New 24 $4K
Lummis Asset Management, LP 0.00% No change 23 $4K
Signature Resources Capital Management, LLC 0.00% Reduce -93.8% 22 $4K
Dagco, Inc. 0.00% No change 22 $4K
Avalon Trust Co 0.00% New 20 $3K
Bare Financial Services, Inc 0.00% New 18 $3K
Valued Wealth Advisors LLC 0.00% No change 17 $3K
Hara Capital LLC 0.00% No change 15 $2K
Atlantic Private Wealth, LLC 0.00% No change 14 $2K
Broadwater Capital Management LLC 0.00% Reduce -99.5% 14 $2K
Strategic Advocates LLC 0.00% New 14 $2K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 10 $2K
Palisade Asset Management, LLC 0.00% New 10 $2K
IMA Advisory Services, Inc. 0.00% No change 10 $2K
HFM Investment Advisors, LLC 0.00% Reduce -10.0% 9 $1K
Arlington Trust Co LLC 0.00% Reduce -58.8% 7 $1K
Breakwater Investment Management 0.00% New 6 $974
Evolution Wealth Management Inc. 0.00% Reduce -50.0% 6 $973
First Pacific Financial 0.00% New 5 $811
ROSS\JOHNSON & Associates LLC 0.01% No change 4 $649
Strengthening Families & Communities, LLC 0.00% New 3 $490

"% of holder's portfolio" is PM's weight in each manager's 13F, not the share of Philip Morris International the manager owns.