Philip Morris InternationalPM

13F holders, Q1 2026 (March 31)
2,873holders +57
168new positions
114sold out
16famous investors
$165.26avg. 13F price*

At the end of Q1 2026, 2,873 institutions reported holding Philip Morris International (PM) in their 13F filings, up 57 from Q4 2025. 168 opened new positions and 114 sold out. The largest holders were Capital World Investors ($22.1B), BlackRock, Inc. ($17.8B) and Vanguard Capital Management LLC ($16.7B). 16 famous investors held it, including Tom Russo (9.0% of Gardner Russo & Quinn's portfolio), Terry Smith (6.6% of Fundsmith's portfolio) and Lee Ainslie (1.1% of Maverick 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions168$276.6M
Exits114$842.8M

All 13F filers, Q4 2025 → Q1 2026: 76,859,529 shares bought and 64,209,705 shares sold, net +12,649,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,873 holders

Capital World Investors 3.03% Add +0.8% 133,450,504 $22.1B
BlackRock, Inc. 0.31% Reduce -1.6% 107,532,073 $17.8B
Vanguard Capital Management LLC 0.41% — 101,156,274 $16.7B
Capital Research Global Investors 2.05% Add +46.3% 79,823,025 $13.2B
Capital International Investors 2.83% Reduce -28.2% 72,761,312 $12.0B
State Street Corp. 0.32% Add +0.1% 55,033,026 $9.2B
JPMorgan Chase & Co. 0.58% Add +23.7% 51,591,197 $8.5B
GQG Partners LLC 13.13% Reduce -9.1% 50,105,900 $8.3B
FMR LLC 0.39% Add +8.1% 44,770,603 $7.4B
Geode Capital Management, LLC 0.40% Add +2.9% 38,461,183 $6.4B
Vanguard Portfolio Management LLC 0.26% — 29,577,453 $4.9B
Morgan Stanley 0.24% Add +4.2% 24,405,704 $4.0B
T. Rowe Price Associates Inc. 0.37% Add +36.7% 19,357,210 $3.2B
Bank of America Corp. 0.21% Add +12.0% 17,230,669 $2.8B
Wellington Management Group LLP 0.52% Add +18.2% 16,855,584 $2.8B
Franklin Resources Inc. 0.68% Add +15.4% 16,614,374 $2.7B
Invesco Ltd. 0.26% Add +2.7% 16,058,609 $2.7B
Northern Trust Corp. 0.32% Reduce -0.1% 14,437,223 $2.4B
Charles Schwab Investment Management Inc. 0.34% Add +1.6% 13,549,581 $2.2B
Fayez Sarofim & Co 4.56% Reduce -0.7% 10,771,913 $1.8B
WCM Investment Management, LLC 4.06% Reduce -0.2% 10,783,780 $1.8B
Nuveen, LLC 0.43% Reduce -3.0% 9,668,405 $1.6B
Bank of New York Mellon Corp 0.27% Reduce -4.8% 8,914,216 $1.5B
Vanguard Fiduciary Trust Co. 0.37% — 8,762,224 $1.4B
Massachusetts Financial Services Co. 0.49% Reduce -7.2% 8,631,772 $1.4B
Goldman Sachs Group Inc. 0.19% Add +4.7% 8,690,547 $1.4B
Ameriprise Financial Inc. 0.31% Add +29.0% 7,973,116 $1.3B
Legal & General Group Plc 0.30% Add +3.9% 7,942,545 $1.3B
Ninety One UK Ltd 2.75% Add +0.1% 7,161,703 $1.2B
Royal Bank of Canada 0.19% Reduce -7.8% 6,105,002 $1.0B
Envestnet Asset Management Inc. 0.26% Add +4.3% 5,930,698 $980.6M
First Eagle Investment Management, LLC 1.65% Add +1.4% 5,892,458 $974.3M
Boston Partners 1.00% Reduce -8.6% 5,780,564 $953.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.63% Add +8.6% 5,693,947 $941.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.19% Add +3.0% 5,577,426 $922.2M
Fundsmith 6.59% Reduce -16.5% 5,113,163 $845.4M
Raymond James Financial Inc. 0.25% Add +5.5% 4,879,987 $806.6M
Barclays PLC 0.27% Add +25.4% 4,607,041 $761.7M
Gardner Russo & Quinn 8.96% Reduce -2.0% 4,605,069 $761.4M
Swiss National Bank 0.43% Add +7.1% 4,568,400 $755.3M
Janus Henderson Group PLC 0.35% Reduce -1.0% 4,413,854 $729.8M
Wells Fargo & Company 0.14% Add +17.9% 4,368,587 $722.3M
Arrowstreet Capital, Limited Partnership 0.37% Reduce -17.0% 4,129,127 $682.7M
UBS Group AG 0.12% Add +6.3% 4,002,867 $661.8M
Alliancebernstein L.P. 0.20% Add +8.0% 3,841,383 $616.2M
National Pension Service 0.45% Add +0.7% 3,612,916 $597.4M
Federated Hermes, Inc. 0.93% Reduce -10.4% 3,449,381 $570.3M
Vanguard Global Advisers, LLC 0.30% — 3,402,002 $562.5M
Dimensional Fund Advisors LP 0.11% Add +2.2% 3,278,014 $542.0M
Sumitomo Mitsui Trust Group, Inc. 0.33% Reduce -1.2% 3,057,345 $505.5M
Canada Pension Plan Investment Board 0.32% Add +22.9% 3,016,923 $498.8M
AQR Capital Management 0.22% Reduce -17.7% 2,909,034 $481.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.40% — 2,829,288 $467.8M
Deutsche Bank AG 0.15% Add +3.4% 2,782,616 $460.1M
LPL Financial LLC 0.12% Add +1.3% 2,652,573 $438.6M
PNC Financial Services Group, Inc. 0.25% Add +0.1% 2,625,694 $434.1M
Mackenzie Financial Corp. 0.51% Add +2.0% 2,584,550 $427.3M
Independent Franchise Partners LLP 2.96% Reduce -33.0% 2,560,566 $423.4M
DekaBank Deutsche Girozentrale 0.70% No change 2,517,673 $422.0M
Truist Financial Corp. 0.56% Add +1.9% 2,522,798 $417.1M
Bank of Montreal 0.17% Add +24.4% 2,510,786 $415.1M
Van Eck Associates Corp. 0.31% Reduce -0.1% 2,458,923 $406.6M
HSBC Holdings PLC 0.24% Reduce -14.3% 2,423,482 $400.5M
Rhumbline Advisers 0.32% Reduce -2.0% 2,256,060 $373.0M
BNP Paribas Financial Markets 0.24% Reduce -33.2% 2,166,673 $358.2M
SG Americas Securities, LLC 0.38% Reduce -7.5% 2,091,125 $345.7M
London Co. of Virginia 2.06% Reduce -6.4% 2,020,161 $334.0M
Capital International, Inc. 2.45% Add +9.3% 1,914,057 $316.5M
Public Employees Retirement Association of Colorado 1.18% Reduce -14.8% 1,814,821 $300.1M
First Manhattan Co. Llc. 0.82% Reduce -2.1% 1,775,569 $295.7M
Principal Financial Group Inc. 0.15% Add +0.5% 1,749,744 $289.3M
New York State Common Retirement Fund 0.40% Reduce -0.1% 1,746,100 $288.7M
Fundsmith Investment Services LTD. 6.30% Reduce -19.8% 1,677,719 $277.4M
Lord, Abbett & Co. LLC 0.94% Reduce -4.6% 1,664,028 $275.1M
Focus Partners Wealth 0.31% Add +4.4% 1,661,990 $274.9M
Sei Investments Co. 0.25% Add +19.0% 1,661,815 $274.8M
Baillie Gifford & Co. 0.28% Add +5248.6% 1,644,203 $271.9M
Fort Washington Investment Advisors Inc. 1.41% Add +1.5% 1,546,551 $255.7M
Panagora Asset Management Inc. 0.93% Reduce -8.9% 1,508,171 $249.4M
National Bank of Canada 0.25% Reduce -23.4% 1,501,531 $248.3M
Citigroup Inc. 0.16% Add +4.3% 1,491,010 $246.5M
Prudential Financial Inc. 0.29% Add +56.2% 1,420,224 $234.8M
Adage Capital Partners Gp, L.L.C. 0.36% Reduce -0.9% 1,394,554 $230.6M
Neuberger Berman Group LLC 0.18% Reduce -42.8% 1,394,292 $230.5M
Stifel Financial Corp. 0.21% Add +1.1% 1,373,401 $227.1M
State Board of Administration of Florida Retirement System 0.42% Reduce -1.1% 1,370,492 $226.6M
Natixis Advisors, LLC 0.31% Add +1.4% 1,365,763 $225.8M
New York State Teachers Retirement System 0.43% Reduce -1.0% 1,276,875 $211.1M
Royal London Asset Management Ltd. 0.42% Add +0.6% 1,214,925 $200.9M
Cullen Capital Management, LLC 2.01% Reduce -0.4% 1,187,104 $196.3M
Perpetual Ltd 2.98% Reduce -18.6% 1,177,113 $194.6M
Manufacturers Life Insurance Company, The 0.16% Reduce -9.2% 1,132,803 $187.3M
Eurizon Capital SGR S.p.A. 0.58% Add +86.4% 1,126,895 $186.4M
Alyeska Investment Group, L.P. 0.53% Add +112.7% 1,123,633 $185.8M
Cincinnati Financial Corp. 3.67% No change 1,101,700 $182.2M
Vontobel Holding Ltd. 0.62% Add +27.1% 1,086,371 $179.6M
Bank of Nova Scotia 0.31% Reduce -25.3% 1,061,473 $175.5M
Russell Investments Group, Ltd. 0.19% Reduce -3.7% 1,055,265 $174.5M
Artisan Partners Limited Partnership 0.28% Add +3.6% 1,041,116 $172.1M
Korea Investment CORP 0.35% Reduce -4.4% 1,020,505 $168.7M
Victory Capital Management Inc. 0.11% Add +15.4% 999,564 $165.3M
Amundi 0.04% Add +10.5% 995,120 $164.5M
Canoe Financial LP 2.23% Add +59.1% 988,208 $163.6M
Macquarie Group Ltd. 0.97% Add +18.7% 981,304 $162.2M
Fifth Third Bancorp 0.29% Add +70.3% 973,375 $160.9M
HighTower Advisors, LLC 0.17% Reduce -0.2% 971,746 $160.7M
Mitsubishi UFJ Trust & Banking Corp 0.38% Reduce -1.9% 933,627 $154.4M
Asset Management One Co., Ltd. 0.44% Reduce -1.0% 904,808 $149.6M
Nomura Asset Management Co. Ltd. 0.38% Add +5.5% 893,332 $147.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.13% Reduce -10.3% 884,878 $146.3M
Bessemer Group Inc. 0.23% Add +22.8% 881,714 $145.8M
Primecap Management Co. 0.11% Reduce -4.0% 864,400 $142.9M
State of Wisconsin Investment Board 0.32% Add +3.3% 840,288 $138.9M
Retirement Systems of Alabama 0.46% Reduce -0.1% 836,624 $138.3M
Jones Financial Companies LLLP 0.07% Add +315.2% 842,797 $137.9M
Natixis 0.55% Add +12.8% 828,571 $137.0M
Contrarius Group Holdings Ltd 7.70% Add +1532.6% 822,766 $136.0M
Zacks Investment Management 1.06% Reduce -0.8% 801,874 $132.6M
Chevy Chase Trust Holdings, LLC 0.37% Reduce -2.8% 773,541 $127.9M
Advisors Capital Management, LLC 1.49% Add +4.8% 765,353 $126.5M
Crawford Investment Counsel Inc. 2.15% Reduce -1.3% 759,452 $125.6M
Quantinno Capital Management LP 0.21% Add +39.4% 753,976 $124.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.21% Reduce -2.0% 743,842 $121.3M
Hamlin Capital Management, LLC 2.92% Reduce -0.3% 731,871 $121.0M
Treasurer of the State of North Carolina 0.38% Add +2.8% 721,110 $119.2M
Ninety One North America, Inc. 5.33% Add +1.6% 717,522 $118.6M
Cetera Investment Advisers 0.13% Reduce -0.1% 715,827 $118.4M
Assetmark, Inc. 0.24% Add +12.6% 709,810 $117.4M
Susquehanna International Group, LLP 0.15% Add +84.8% 708,546 $117.2M
Caledonia Investments PLC 13.57% Reduce -4.1% 702,563 $116.1M
Osaic Holdings, Inc. 0.17% Add +25.8% 697,408 $115.4M
Vanguard Investments Australia, Ltd. 0.33% — 684,514 $113.2M
Capital International Sarl 1.85% Add +3.4% 682,706 $112.9M
Aberdeen Group plc 0.18% Reduce -3.0% 680,587 $112.5M
TD Asset Management Inc 0.09% Reduce -2.7% 667,512 $110.4M
AE Wealth Management LLC 0.58% Add +24.4% 653,199 $108.0M
Pictet Asset Management Holding SA 0.11% Reduce -3.2% 647,012 $107.0M
DAVENPORT & Co LLC 0.59% Reduce -0.6% 646,714 $106.9M
US Bancorp \de 0.13% Reduce -5.0% 646,151 $106.8M
Public Employees Retirement System of Ohio 0.34% Reduce -0.6% 634,220 $104.9M
Nomura Asset Management International Inc. 0.18% Reduce -0.0% 617,726 $102.1M
Pacer Advisors, Inc. 0.29% Add +7.9% 615,834 $101.8M
Lazard Asset Management LLC 0.17% Reduce -34.1% 610,714 $101.0M
M&T Bank Corp 0.33% Reduce -0.9% 604,847 $100.0M
Bahl & Gaynor LLC 0.50% Add +109.0% 601,173 $99.4M
Calamos Advisors LLC 0.51% Add +5.9% 592,924 $98.0M
Associated Banc-Corp 2.53% Add +1.6% 579,029 $95.7M
Qube Research & Technologies Ltd 0.13% Reduce -48.4% 571,663 $94.5M
State of Tennessee, Department of Treasury 0.32% Add +1.7% 571,410 $94.5M
Creative Planning 0.06% Add +17.5% 570,697 $94.4M
Maverick Capital 1.09% Reduce -73.9% 567,250 $93.8M
Corient Private Wealth LP 0.13% Add +4.2% 564,895 $92.8M
STRS Ohio 0.37% Reduce -4.7% 561,502 $92.8M
ING Groep NV 0.56% Add +74.5% 549,265 $90.8M
Citadel Advisors 0.07% Add +53.0% 545,207 $90.1M
MML Investors Services, LLC 0.25% Reduce -19.7% 534,689 $88.4M
State of New Jersey Common Pension Fund D 0.34% No change 534,456 $88.4M
Agf Management Ltd. 0.39% Reduce -16.3% 528,750 $87.4M
Epoch Investment Partners, Inc. 0.53% Reduce -2.3% 526,258 $87.0M
Teacher Retirement System of Texas 0.35% Reduce -6.5% 512,104 $84.7M
CIBC Asset Management Inc 0.21% Add +1.0% 508,127 $84.0M
Allianz Asset Management GmbH 0.10% Reduce -0.3% 507,499 $83.9M
Zurich Insurance Group Ltd 0.65% Reduce -30.9% 503,063 $83.2M
Mariner, LLC 0.10% Add +4.3% 494,146 $81.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.61% Add +35.0% 493,600 $81.6M
CANADA LIFE ASSURANCE Co 0.15% Add +2.9% 492,437 $81.6M
NewEdge Advisors, LLC 0.29% Reduce -0.6% 485,191 $80.2M
Resona Asset Management Co.,Ltd. 0.40% Add +2.4% 484,256 $80.0M
Ferguson Wellman Capital Management, Inc. 1.09% Reduce -0.8% 482,648 $79.8M
Commonwealth Equity Services, LLC 0.11% Reduce -0.0% 477,633 $79.0M
Northwestern Mutual Wealth Management Co. 0.05% Add +4.0% 477,497 $78.9M
Wealth Enhancement Advisory Services, LLC 0.17% Reduce -13.8% 510,848 $77.8M
Toronto Dominion Bank 0.15% Reduce -39.6% 464,579 $76.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.76% Reduce -2.5% 474,088 $76.1M
Banque Pictet & Cie SA 0.86% Add +1.7% 446,472 $73.8M
Acadian Asset Management LLC 0.10% Reduce -34.4% 440,831 $72.9M
iA Global Asset Management Inc. 1.03% Reduce -7.8% 437,604 $72.4M
Factory Mutual Insurance Co. 0.80% Add +2.9% 430,606 $71.2M
Nisa Investment Advisors, LLC 0.26% Reduce -1.4% 423,426 $70.6M
Arizona State Retirement System 0.41% Reduce -3.0% 426,514 $70.5M
Czech National Bank 0.46% Add +3.3% 423,955 $70.1M
Squarepoint Ops LLC 0.15% Reduce -4.1% 421,380 $69.7M
O'shaughnessy Asset Management, LLC 0.34% Add +12.7% 413,502 $68.4M
Brown Brothers Harriman & Co. 0.36% Reduce -8.5% 410,938 $67.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% Add +2.0% 409,109 $67.6M
State of Michigan Retirement System 0.36% Reduce -0.2% 406,658 $67.2M
Daiwa Securities Group Inc. 0.19% Add +0.9% 405,338 $67.0M
Gladstone Capital Management LLP 6.71% Reduce -0.8% 404,274 $66.8M
Cerity Partners LLC 0.09% Reduce -44.0% 398,224 $65.8M
GW&K Investment Management, LLC 0.58% Reduce -1.5% 397,723 $65.8M
First Trust Advisors LP 0.05% Reduce -1.9% 391,135 $64.7M
Susquehanna Portfolio Strategies, LLC 0.96% No change 390,533 $64.6M
Voya Investment Management LLC 0.08% Reduce -54.1% 386,181 $63.9M
Allianz SE 0.70% Add +0.0% 379,579 $62.8M
MetLife Investment Management, LLC 0.31% Reduce -2.5% 363,757 $60.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.31% Add +0.1% 362,617 $60.0M
Clark Capital Management Group, Inc. 0.36% Add +1.7% 357,523 $59.1M
Newport Trust Company, LLC 0.14% Reduce -11.6% 344,822 $57.0M
Bronte Capital Management Pty Ltd. 5.99% Reduce -14.4% 341,098 $56.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.45% Reduce -0.8% 337,229 $55.8M
CIBC Bancorp USA Inc. 0.08% — 336,248 $55.7M
Teachers Retirement System of the State of Kentucky 0.43% Add +18.6% 332,345 $55.0M
Haverford Trust Co 0.50% Add +13.2% 330,179 $54.6M
Waters Parkerson & Co., LLC 2.78% Reduce -0.3% 326,696 $54.0M
Exchange Traded Concepts, LLC 0.41% Add +4.9% 320,521 $53.0M
Sanctuary Advisors, LLC 0.28% Add +9.0% 317,635 $52.5M
Mirae Asset Global Investments Co., Ltd. 0.15% Add +14.5% 315,525 $52.2M
Bank Pictet & Cie (Europe) AG 1.11% Add +4.7% 315,469 $52.2M
Vaughan David Investments LLC 1.10% Add +0.6% 314,057 $51.9M
Swiss Life Asset Management Ltd 0.25% Add +10.5% 313,472 $51.8M
D. E. Shaw & Co. 0.04% Reduce -49.2% 309,149 $51.1M
Woodline Partners LP 0.19% Add +14.8% 304,902 $50.4M
Millennium Management 0.04% Add +164.8% 302,584 $50.0M
Keybank National Association 0.18% Add +90.3% 298,200 $49.3M
Cibc World Market Inc. 0.09% Reduce -23.8% 295,052 $48.8M
Gabelli Funds LLC 0.33% Add +0.2% 293,250 $48.5M
Amalgamated Bank 0.37% Add +0.9% 290,260 $48.0M
Mercer Global Advisors Inc. 0.07% Reduce -1.0% 288,723 $47.7M
Pathstone Holdings, LLC 0.19% Add +4.8% 287,481 $47.6M
Erste Asset Management GmbH 0.44% Reduce -27.6% 288,168 $47.5M
Schroder Investment Management Group 0.04% Add +4.0% 287,437 $47.4M
Midwest Trust Co 0.57% Add +0.6% 276,193 $45.7M
FIL Ltd 0.04% Reduce -0.2% 275,640 $45.6M
Whittier Trust Co. 0.51% Reduce -25.9% 281,824 $45.2M
Rockefeller Capital Management L.P. 0.08% Add +2.5% 270,463 $44.7M
Cullen/Frost Bankers, Inc. 0.51% Reduce -4.7% 270,204 $44.7M
Capital Fund Management S.A. 0.40% Reduce -58.8% 267,993 $44.3M
Baird Financial Group, Inc. 0.07% Reduce -1.6% 265,912 $44.0M
Illinois Municipal Retirement Fund 0.56% Reduce -0.9% 265,572 $43.9M
Xponance LLC 0.30% Add +9.5% 256,699 $42.4M
Beacon Pointe Advisors, LLC 0.22% Add +12.2% 253,533 $41.9M
Utah Retirement Systems 0.43% Reduce -1.6% 253,308 $41.9M
Captrust Financial Advisors 0.07% Add +15.1% 251,685 $41.6M
Public Sector Pension Investment Board 0.13% Reduce -28.7% 250,455 $41.4M
HRT Financial LP 0.10% New 248,768 $41.1M
Cincinnati Insurance Co. 0.61% No change 242,435 $40.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.24% Reduce -12.6% 241,403 $39.9M
Police & Firemen's Retirement System of New Jersey 0.34% Add +0.5% 239,948 $39.7M
New York Life Investment Management LLC 0.33% Add +10.5% 239,407 $39.6M
Blair William & Co. 0.11% Reduce -3.9% 238,803 $39.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +6.0% 241,886 $39.5M
QRG Capital Management, Inc. 0.40% Add +21.7% 236,708 $39.1M
TrinityBridge Ltd 1.06% Add +0.2% 235,595 $39.0M
IFM Investors Pty Ltd 0.32% Add +3.9% 233,395 $38.6M
Commerce Bank 0.19% Add +21.0% 233,310 $38.6M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -0.7% 232,460 $38.4M
Rakuten Investment Management, Inc. 0.08% Add +12.8% 231,025 $38.1M
Huntington National Bank 0.28% Add +33.1% 229,341 $37.9M
NEOS Investment Management LLC 0.19% Add +6.5% 228,438 $37.8M
ProShare Advisors LLC 0.06% Reduce -20.7% 224,780 $37.2M
T. Rowe Price Investment Management, Inc. 0.02% New 216,236 $35.8M
Vanguard Personalized Indexing Management, LLC 0.34% Add +8.3% 210,157 $34.7M
Auxier Asset Management LLC 4.88% Reduce -0.6% 205,647 $34.0M
Glenmede Trust Co. NA 0.17% Reduce -9.1% 205,361 $34.0M
Nissay Asset Management Corp. /Japan 0.18% Add +1.4% 204,463 $33.8M
State of Alaska, Department of Revenue 0.36% Add +1.1% 202,933 $33.6M
Curi Capital, LLC 0.60% Reduce -0.7% 201,120 $33.5M
Oppenheimer Asset Management Inc. 0.38% Add +5.4% 202,343 $33.5M
Cwm, LLC 0.09% Add +47.1% 201,295 $33.3M
Adams Diversified Equity Fund, Inc. 1.17% Reduce -2.6% 200,135 $33.1M
Wealthfront Advisers LLC 0.07% Add +3.5% 199,970 $33.1M
Pinnacle Financial Partners, Inc. 0.25% Add +1.4% 199,925 $33.1M
Dash Acquisitions Inc. 6.85% Add +2.2% 208,765 $32.9M
Intech Investment Management LLC 0.32% Reduce -17.1% 198,391 $32.8M
Cortland Associates Inc. 4.69% Reduce -2.0% 197,837 $32.7M
Assenagon Asset Management S.A. 0.05% Add +97.3% 192,250 $31.8M
Atria Investments, Inc 0.35% Add +3.6% 189,984 $31.4M
Tidal Investments LLC 0.10% Reduce -23.1% 186,261 $30.8M
&partners 0.15% Add +2.9% 183,466 $30.3M
Mutual of America Capital Management LLC 0.34% Reduce -1.1% 183,428 $30.3M
Rbo & Co. LLC 4.80% Reduce -0.8% 179,973 $29.8M
NS Partners Ltd 1.33% Add +71.2% 179,592 $29.7M
Oregon Public Employees Retirement Fund 0.39% No change 178,237 $29.5M
Cornerstone Advisors, LLC 1.08% Add +54.5% 176,843 $29.2M
Trajan Wealth LLC 1.18% Add +17.2% 175,998 $29.1M
NorthRock Partners, LLC 0.47% Reduce -2.7% 175,418 $29.0M
Tokio Marine Asset Management Co. Ltd. 1.04% Add +2.5% 174,599 $28.9M
RWC Asset Management LLP 1.30% Reduce -3.5% 174,315 $28.8M
TCTC Holdings, LLC 0.82% Reduce -0.4% 174,169 $28.8M
1832 Asset Management L.P. 0.04% Reduce -0.4% 173,353 $28.7M
Allspring Global Investments Holdings, LLC 0.05% Add +0.3% 179,787 $28.3M
Eagle Global Advisors LLC 1.01% Add +0.4% 168,801 $27.9M
Blue Chip Partners, LLC 1.99% Add +2.9% 167,288 $27.7M
Capital Group Private Client Services, Inc. 0.46% Reduce -30.7% 166,167 $27.5M
Martingale Asset Management L P 0.69% Reduce -15.8% 166,061 $27.5M
Busey Bank 0.74% Reduce -0.5% 165,896 $27.4M
Americana Partners, LLC 0.71% Add +4.2% 165,169 $27.3M
Alley Investment Management Company, LLC 3.32% Reduce -4.9% 165,073 $27.3M
Conning Inc. 0.93% Reduce -4.6% 162,657 $26.9M
Brown Advisory Inc. 0.04% Reduce -0.1% 161,005 $26.6M
First Long Island Investors, LLC 2.14% Reduce -1.2% 159,206 $26.3M
Allworth Financial LP 0.11% Add +2.6% 157,816 $26.1M
Dana Investment Advisors, Inc. 0.78% Add +43.1% 157,434 $26.0M
Daiichi Life Insurance Co., Ltd. 0.74% Reduce -3.6% 156,829 $25.9M
Mediolanum International Funds Ltd 0.27% Add +27.1% 156,933 $25.9M
ProVise Management Group, LLC 1.84% Add +1.4% 155,064 $25.6M
Whittier Trust Co. of Nevada Inc. 0.52% Reduce -19.9% 159,358 $25.6M
Orion Porfolio Solutions, LLC 0.22% Reduce -6.8% 154,272 $25.5M
Stock Yards Bank & Trust Co. 0.79% Add +3.6% 153,130 $25.3M
Thrivent Financial for Lutherans 0.05% Add +0.1% 150,967 $25.0M
Cresset Asset Management, LLC 0.11% Add +10.9% 148,906 $24.8M
Kestra Advisory Services, LLC 0.09% Add +3.1% 150,158 $24.8M
Gotham Asset Management 0.08% Reduce -32.2% 150,010 $24.8M
Steward Partners Investment Advisory, LLC 0.13% Add +8.3% 148,924 $24.6M
Empowered Funds, LLC 0.16% New 147,128 $24.3M
Allstate Corp. 0.26% Add +23.3% 146,820 $24.3M
Choreo, LLC 0.30% Add +1.2% 144,605 $24.1M
Huber Capital Management LLC 3.66% Reduce -2.2% 143,214 $23.7M
Ieq Capital, LLC 0.11% Reduce -8.9% 141,714 $23.4M
KBC Group NV 0.06% Add +0.9% 140,763 $23.3M
Intact Investment Management Inc. 0.66% Add +1.9% 140,700 $23.3M
GF Fund Management Co. LTD. 0.38% Reduce -62.3% 138,918 $23.0M
Sapient Capital LLC 0.34% Reduce -6.2% 135,580 $22.6M
Horizon Investments, LLC 0.25% Add +23.0% 136,138 $22.5M
Y-Intercept (Hong Kong) Ltd 0.42% New 133,907 $22.1M
Merit Financial Group, LLC 0.16% Reduce -2.9% 133,694 $22.1M
MUFG Securities EMEA plc 0.33% Add +106.5% 131,834 $21.8M
Troy Asset Management Ltd 0.64% Reduce -6.6% 130,488 $21.6M
Ninety One SA (Pty) Ltd 0.92% Reduce -1.3% 130,423 $21.5M
Foundations Investment Advisors, LLC 0.26% Add +6.6% 128,599 $21.3M
BBR Partners, LLC 1.18% Reduce -8.0% 127,524 $21.1M
Taikang Asset Management (Hong Kong) Co Ltd 2.09% Reduce -2.4% 127,221 $21.0M
Weinberger Asset Management, Inc 7.87% Add +0.0% 127,027 $21.0M
Parkwood LLC 1.86% Add +10.6% 126,736 $21.0M
Great Lakes Advisors, LLC 0.17% Reduce -52.4% 125,864 $20.8M
Benjamin Edwards Inc. 0.20% Add +21.2% 123,331 $20.4M
Barrow Hanley Mewhinney & Strauss LLC 0.07% Add +14.3% 121,906 $20.2M
Atlantic Union Bankshares Corp 0.38% Add +4.0% 120,519 $19.9M
Investment Management Associates Inc. 5.37% Reduce -0.7% 119,778 $19.8M
Lido Advisors, LLC 0.08% Reduce -6.4% 118,698 $19.8M
Advisory Research Inc. 2.43% Reduce -33.0% 119,550 $19.8M
Beese Fulmer Investment Management, Inc. 1.26% Reduce -49.8% 118,104 $19.7M
Howe & Rusling Inc. 1.28% Add +2.0% 119,062 $19.7M
Ar Asset Management Inc. 3.82% Add +6.1% 118,326 $19.6M
World Investment Advisors 0.32% Add +2.5% 118,131 $19.5M
Foster Victor Wealth Advisors, LLC 1.11% Add +6.5% 122,206 $19.5M
Davidson Investment Advisors 0.82% Reduce -1.0% 115,594 $19.1M
Callan Family Office, LLC 0.43% Reduce -4.4% 115,240 $19.1M
Markel Group 0.16% No change 114,500 $18.9M
Soros Fund Management 0.34% New 112,294 $18.6M
Investment Management Corp of Ontario 0.24% Add +5.8% 111,411 $18.4M
Foyston, Gordon & Payne Inc 4.21% Reduce -33.0% 110,512 $18.3M
Mesirow Financial Investment Management, Inc. 0.29% Add +99.1% 109,138 $18.0M
Hollencrest Capital Management 0.67% Reduce -12.0% 108,317 $17.9M
Vestcor Inc 0.49% Reduce -12.6% 107,834 $17.8M
Lockheed Martin Investment Management Co. 0.65% Add +65.4% 107,500 $17.8M
GW Henssler & Associates Ltd. 0.84% Reduce -23.0% 107,376 $17.8M
Carnegie Investment Counsel 0.34% Add +4.0% 106,992 $17.7M
Staley Capital Advisers Inc. 0.75% Add +4.2% 106,754 $17.7M
Epacria Capital Partners, LLC 13.66% No change 106,667 $17.6M
Equitable Holdings, Inc. 0.11% Add +104.1% 106,309 $17.3M
Sequoia Financial Advisors, LLC 0.10% Add +1.7% 104,713 $17.3M
HB Wealth Management, LLC 0.11% Add +8.0% 102,958 $17.0M
Annex Advisory Services, LLC 0.32% Add +6.9% 102,261 $16.9M
Yousif Capital Management, LLC 0.19% Reduce -4.7% 100,345 $16.6M
Canal Capital Management, LLC 2.24% Add +1.5% 99,992 $16.5M
Bleakley Financial Group, LLC 0.26% Reduce -11.1% 98,803 $16.3M
Global X Japan Co., Ltd. 0.84% Add +4.5% 98,735 $16.3M
Norinchukin Bank, The 0.19% Add +0.0% 97,145 $16.1M
Cullen Investment Group, LTD. 2.12% Add +48.1% 97,072 $16.0M
Opal Capital LLC 2.82% Add +10.3% 96,456 $15.9M
Advisory Services Network, LLC 0.21% Add +7.1% 95,788 $15.8M
Kinsale Capital Group, Inc. 2.53% Add +4.2% 95,597 $15.8M
Clifford Swan Investment Counsel LLC 0.53% Reduce -5.5% 94,642 $15.6M
Mizuho Securities USA LLC 0.37% Reduce -17.0% 94,108 $15.6M
Vestmark Advisory Solutions, Inc. 0.17% Add +9.6% 93,426 $15.4M
Rafferty Asset Management, LLC 0.06% Reduce -28.5% 93,171 $15.4M
CFM Wealth Partners LLC 2.31% Add +3.9% 93,112 $15.4M
Strategic Wealth Partners, Ltd. 1.07% Add +6.0% 93,038 $15.4M
Capitolis Liquid Global Markets LLC 0.10% — 92,410 $15.3M
CenterBook Partners LP 0.82% Add +99.7% 92,365 $15.3M
First Foundation Advisors 0.61% Reduce -0.1% 91,974 $15.2M
Waverly Advisors, LLC 0.11% Add +4.7% 91,689 $15.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.26% Add +3.8% 90,971 $15.0M
MAI Capital Management 0.09% Add +3.3% 90,616 $15.0M
Amica Mutual Insurance Co. 1.28% No change 90,442 $15.0M
Private Advisor Group, LLC 0.07% Reduce -2.5% 89,420 $14.8M
Hartford Investment Management Co. 0.47% Reduce -1.3% 88,794 $14.7M
CENTRAL TRUST Co 0.29% Reduce -0.1% 88,088 $14.6M
Peapack Gladstone Financial Corp. 0.19% Reduce -0.8% 87,951 $14.5M
Titan Investment Solutions Ltd 1.86% Reduce -2.4% 87,683 $14.5M
WINTON GROUP Ltd 0.51% New 87,646 $14.5M
Violich Capital Management, Inc. 1.67% Add +1.0% 86,445 $14.3M
Empire Life Investments Inc. 0.86% Reduce -5.2% 89,948 $14.2M
TrueMark Investments, LLC 2.74% Reduce -0.4% 85,031 $14.1M
Sky Investment Group LLC 2.47% Reduce -0.6% 85,000 $14.1M
D.A. Davidson & Co. 0.08% Add +1.4% 83,289 $13.8M
Patriot Financial Group Insurance Agency, LLC 0.78% Add +106.7% 83,104 $13.7M
Bogart Wealth, LLC 0.53% Add +46.5% 82,348 $13.6M
Principal Securities, Inc. 0.20% Add +8.1% 82,184 $13.6M
First National Bank of Omaha 0.42% Add +1.4% 81,638 $13.5M
Guggenheim Capital LLC 0.11% Reduce -44.0% 80,441 $13.3M
First National Trust Co 0.45% Add +5.9% 79,917 $13.2M
Louisiana State Employees Retirement System 0.23% Reduce -0.3% 79,300 $13.1M
Vise Technologies, Inc. 0.25% No change 80,728 $12.9M
Maryland State Retirement & Pension System 0.26% No change 78,251 $12.9M
First Horizon Corp. 0.54% Add +0.1% 77,678 $12.8M
Channing Capital Management, LLC 0.33% Reduce -4.0% 77,521 $12.8M
UNIVEST FINANCIAL Corp 0.71% Reduce -6.3% 76,913 $12.7M
Jane Street Group, LLC 0.01% Add +11.0% 76,743 $12.7M
Federation des caisses Desjardins du Quebec 0.05% Add +29.0% 76,594 $12.7M
Ascent Group, LLC 0.43% Reduce -0.8% 75,521 $12.5M
Diversify Wealth Management, LLC 0.22% Add +138.5% 76,585 $12.5M
Glenview Trust Co 0.19% Reduce -1.1% 74,751 $12.4M
Vident Advisory, LLC 0.10% Add +17.5% 74,255 $12.3M
Envestnet Portfolio Solutions, Inc. 0.07% Reduce -38.2% 74,187 $12.3M
Hirtle & Co., LLC 0.48% Reduce -0.1% 74,101 $12.3M
Summit Trail Advisors, LLC 0.18% Add +7.5% 74,021 $12.2M
Westwood Holdings Group Inc. 0.09% Reduce -5.3% 73,632 $12.2M
Cardinal Point Capital Management ULC 0.74% Reduce -4.2% 73,201 $12.1M
Lee Danner & Bass Inc. 0.76% Add +1.7% 73,188 $12.1M
Diversified Trust Co. 0.22% Add +31.9% 73,044 $12.1M
United Capital Financial Advisors, LLC 0.07% Add +2.1% 73,025 $12.1M
Capital Investment Advisors, LLC 0.18% Reduce -0.9% 72,925 $12.1M
TD Private Client Wealth LLC 0.25% Reduce -19.3% 72,904 $12.1M
First Fiduciary Investment Counsel, Inc. 2.42% Reduce -2.2% 72,651 $12.0M
Mill Capital Management, LLC 0.91% No change 72,222 $11.9M
Ruffer LLP 0.49% Reduce -62.0% 71,879 $11.9M
Hutner Capital Management Inc. 4.90% Reduce -2.1% 72,083 $11.9M
Ritholtz Wealth Management 0.21% Add +3.5% 71,934 $11.9M
Cantor Fitzgerald Investment Advisors L.P. 0.87% Reduce -5.5% 71,698 $11.9M
Oliver Luxxe Assets LLC 1.77% Add +0.9% 71,401 $11.8M
Oasis Advisors, LLC 2.32% Add +1819.4% 71,326 $11.8M
Independent Advisor Alliance 0.13% Reduce -1.0% 70,786 $11.7M
SP Asset Management LLC 1.03% Add +1.0% 70,466 $11.7M
Cedar Wealth Management, LLC 3.37% Add +0.1% 70,094 $11.6M
United Asset Strategies, Inc. 0.92% Reduce -0.8% 69,990 $11.6M
Avestar Capital, LLC 0.79% Add +157.1% 69,749 $11.6M
Talbot Financial, LLC 0.97% Add +3.3% 69,905 $11.6M
Benedict Financial Advisors Inc. 2.40% Reduce -1.3% 69,847 $11.5M
Kentucky Retirement Systems 0.84% Add +35.2% 132,277 $11.5M
TCV Trust & Wealth Management, Inc. 0.96% Add +7.4% 69,187 $11.4M
WCG Wealth Advisors LLC 0.32% Add +3.8% 69,157 $11.4M
New Mexico Educational Retirement Board 0.35% No change 68,511 $11.3M
Argent Trust Co 0.38% Reduce -0.2% 67,156 $11.1M
Veritas Asset Management LLP 0.19% No change 67,036 $11.1M
Copeland Capital Management, LLC 0.25% Reduce -4.9% 66,703 $11.0M
Heritage Wealth Advisors 0.42% Reduce -12.7% 65,521 $10.8M
Fifth Third Wealth Advisors LLC 0.36% Add +28.5% 65,139 $10.8M
Citizens National Bank Trust Department 1.77% Add +1.1% 64,420 $10.7M
Narwhal Capital Management 0.78% Reduce -6.3% 63,896 $10.6M
Pinnacle Associates Ltd. 0.14% Reduce -0.4% 63,853 $10.6M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -0.6% 63,630 $10.5M
Walleye Capital LLC 0.07% Reduce -68.6% 63,346 $10.5M
Linscomb Wealth, Inc. 0.46% Reduce -22.6% 63,171 $10.4M
Oppenheimer & Co. Inc. 0.13% Reduce -12.4% 62,836 $10.4M
Robeco Institutional Asset Management B.V. 0.01% Reduce -81.6% 62,222 $10.3M
Savoir Faire Capital Management, L.P. 6.20% Reduce -29.8% 62,120 $10.3M
TIAA Wealth Investment Management LLC 0.08% — 62,081 $10.3M
Lowe Brockenbrough & Co. Inc. 0.51% Reduce -2.0% 61,415 $10.2M
Integrated Wealth Concepts LLC 0.08% Add +113.9% 61,312 $10.1M
Bollard Group LLC 0.31% Add +0.7% 61,234 $10.1M
Wealthspire Advisors, LLC 0.08% Add +2.6% 60,938 $10.1M
NewEdge Wealth, LLC 0.12% Reduce -8.6% 60,883 $10.1M
Arkadios Wealth Advisors 0.17% Add +14.8% 60,787 $10.1M
Arrow Capital Management, LLC 6.93% Reduce -10.4% 60,422 $10.0M
Quilter Plc 0.17% Reduce -1.4% 59,089 $9.8M
Farther Finance Advisors, LLC 0.09% Add +9.4% 61,853 $9.7M
Caprock Group, LLC 0.23% Add +12.9% 57,335 $9.6M
Cypress Capital Group 1.07% Add +1.2% 57,607 $9.5M
Vinva Investment Management Ltd 0.12% Add +10.2% 57,622 $9.5M
Hantz Financial Services, Inc. 0.14% Reduce -2.9% 57,406 $9.5M
Meyer Handelman Co. 0.29% Reduce -0.1% 57,319 $9.5M
Beverly Hills Private Wealth, LLC 1.60% Reduce -2.1% 57,121 $9.4M
Aviva PLC 0.02% Reduce -1.6% 56,940 $9.4M
North Star Asset Management Inc. 0.41% Add +0.2% 56,928 $9.4M
Searle & Co. 2.36% Add +0.5% 56,301 $9.3M
Apollon Wealth Management, LLC 0.15% Reduce -0.9% 56,018 $9.3M
Capstone Investment Advisors, LLC 0.10% New 55,613 $9.2M
Jupiter Asset Management Ltd. 0.05% Reduce -72.2% 55,543 $9.2M
Freestone Capital Holdings, LLC 0.28% Add +4.9% 55,141 $9.1M
American Money Management, LLC 1.43% Reduce -1.9% 54,471 $9.0M
Algert Global LLC 0.13% Reduce -6.9% 54,021 $8.9M
Private Management Group Inc. 0.26% No change 53,625 $8.9M
RiverFront Investment Group, LLC 0.14% Add +58.1% 53,230 $8.8M
Balyasny Asset Management L.P. 0.02% Add +42.7% 53,193 $8.8M
EP Wealth Advisors, LLC 0.04% Reduce -1.7% 53,139 $8.8M
Sagespring Wealth Partners, LLC 0.16% Reduce -0.6% 52,686 $8.7M
Regions Financial Corp. 0.06% Reduce -4.4% 52,656 $8.7M
Pittenger & Anderson Inc. 0.34% Add +45.4% 52,191 $8.6M
Advisors Asset Management, Inc. 0.14% Reduce -8.7% 52,132 $8.6M
Empirical Finance, LLC 0.40% Reduce -0.2% 52,019 $8.6M
Clearstead Advisors, LLC 0.08% Add +36.5% 51,283 $8.5M
Sanders Morris Harris LLC 1.36% New 50,863 $8.4M
Concurrent Investment Advisors, LLC 0.09% Reduce -16.8% 50,828 $8.4M
Johnson Investment Counsel Inc. 0.07% Reduce -3.6% 50,667 $8.4M
Canada Post Corp Registered Pension Plan 0.33% Reduce -6.1% 50,217 $8.3M
HM Payson & Co. 0.12% Reduce -2.5% 50,192 $8.3M
Clough Capital Partners L P 0.80% New 50,189 $8.3M
Triavera Capital LLC 4.94% No change 49,986 $8.3M
Coldstream Capital Management Inc. 0.10% Add +5.1% 49,837 $8.2M
Asset Planning Services Inc. /La/ 3.57% Reduce -0.5% 49,220 $8.1M
Kestra Private Wealth Services, LLC 0.10% Add +9.0% 49,012 $8.1M
Euro Pacific Asset Management, LLC 0.80% Reduce -1.3% 46,324 $8.1M
Vigil Wealth Management, LLC 6.53% Add +0.1% 48,893 $8.1M
Aurdan Capital Management, LLC 2.41% Add +0.5% 48,502 $8.0M
Los Angeles Capital Management LLC 0.03% Reduce -91.6% 48,188 $8.0M
CoreCap Advisors, LLC 0.27% Add +6.7% 47,606 $7.9M
Silvercrest Asset Management Group LLC 0.06% Reduce -1.0% 47,478 $7.9M
Jain Global LLC 0.11% New 47,457 $7.8M
Strategy Asset Managers LLC 1.28% Add +0.3% 47,323 $7.8M
Man Group plc 0.02% Reduce -45.1% 47,102 $7.8M
Metis Global Partners, LLC 0.19% Reduce -3.6% 46,923 $7.8M
Kennon-Green & Company, LLC 6.33% Reduce -0.8% 46,684 $7.7M
First Citizens Bank & Trust Co. 0.16% Add +3.2% 46,517 $7.7M
Bridges Investment Management Inc. 0.10% Reduce -6.5% 46,414 $7.7M
B. Metzler seel. Sohn & Co. AG 0.07% Reduce -1.0% 46,234 $7.6M
U.S. Capital Wealth Advisors, LLC 0.19% Reduce -30.2% 46,181 $7.6M
Meiji Yasuda Asset Management Co Ltd. 0.38% Reduce -22.0% 46,003 $7.6M
Ethic Inc. 0.12% Add +12.3% 45,920 $7.6M
Tower Research Capital LLC (TRC) 0.20% Reduce -1.6% 45,591 $7.5M
IHT Wealth Management, LLC 0.18% Add +0.1% 45,578 $7.5M
Norden Group LLC 0.72% Add +0.8% 45,438 $7.5M
Turtle Creek Wealth Advisors, LLC 0.57% Add +3.7% 45,437 $7.5M
Ardent Capital Management, Inc. 3.20% Reduce -0.4% 45,256 $7.5M
North Dakota State Investment Board 0.32% Reduce -15.5% 45,145 $7.5M
Elevation Point Wealth Partners, LLC 0.18% Add +258.4% 44,913 $7.5M
Hosking Partners LLP 0.27% Reduce -18.8% 44,800 $7.4M
Laird Norton Wetherby Trust Company, LLC 0.16% Reduce -0.8% 44,335 $7.4M
GAMMA Investing LLC 0.34% Add +15.1% 44,677 $7.4M
Employees Retirement System of Texas 0.08% Reduce -62.1% 44,624 $7.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +0.8% 44,623 $7.4M
Mengis Capital Management, Inc. 1.27% Reduce -0.4% 44,400 $7.3M
Sowell Financial Services LLC 0.27% Reduce -0.8% 44,281 $7.3M
IFP Advisors, Inc 0.15% Add +9.0% 44,218 $7.3M
LGT Fund Management Co Ltd. 0.32% Reduce -7.1% 44,065 $7.3M
Farmers Trust Co. 1.14% Reduce -11.9% 44,057 $7.3M
Klein Pavlis & Peasley Financial, Inc. 4.00% Add +2.9% 43,753 $7.2M
Cohen Klingenstein LLC 0.23% No change 43,679 $7.2M
AlTi Global, Inc. 0.16% Reduce -0.1% 43,895 $7.2M
Mgo One Seven LLC 0.14% Reduce -6.3% 43,527 $7.2M
Brooklyn Investment Group 0.22% Add +36.7% 43,276 $7.2M
Altrius Capital Management Inc 1.42% Add +0.2% 43,213 $7.1M
Investmark Advisory Group LLC 3.06% Reduce -3.1% 43,173 $7.1M
Coston, McIsaac & Partners 1.61% Reduce -0.7% 43,140 $7.1M
Mufg Securities Americas Inc. 0.46% Add +2.7% 43,065 $7.1M
R.H. Investment Group, LLC 5.46% Reduce -0.1% 44,024 $7.1M
Meiji Yasuda America Inc 1.75% Reduce -1.4% 42,837 $7.1M
Equitable Trust Co. 0.33% Reduce -4.5% 42,801 $7.1M
Csenge Advisory Group 0.32% Reduce -0.7% 42,570 $7.0M
Anchor Investment Management, LLC 0.59% Reduce -0.9% 42,481 $7.0M
Stokes Family Office, LLC 0.72% Reduce -13.4% 42,425 $7.0M
Deltec Asset Management LLC 1.28% No change 42,370 $7.0M
Scotia Capital Inc. 0.03% Add +6.9% 42,366 $7.0M
Securian Asset Management, Inc. 0.28% Reduce -0.2% 42,228 $7.0M
Stephens Inc. 0.09% Add +3.8% 41,697 $6.9M
Mutual Advisors, LLC 0.15% Add +10.2% 41,485 $6.9M
Waterloo Capital, L.P. 0.48% Reduce -1.9% 41,374 $6.8M
Kentucky Retirement Systems Insurance Trust Fund 0.46% No change 41,002 $6.8M
Cloverfields Capital Group, LP 2.19% Reduce -3.2% 40,927 $6.8M
Rwa Wealth Partners, LLC 0.07% Reduce -0.2% 40,820 $6.7M
Nicolet Bankshares Inc. 0.25% Add +647.9% 41,884 $6.7M
Beacon Harbor Wealth Advisors, Inc. 1.41% Add +2.6% 40,675 $6.7M
Two Sigma Investments, LP 0.01% No change 40,645 $6.7M
Williams Jones Wealth Management, LLC. 0.08% Add +1.7% 40,580 $6.7M
Sound View Wealth Advisors Group, LLC 0.46% Add +0.8% 40,536 $6.7M
Brentview Investment Management LLC 2.90% Add +4.9% 40,524 $6.7M
Snowden Capital Advisors LLC 0.18% Add +10.0% 40,115 $6.7M
Ridgepath Capital Management LLC 3.33% Add +1.8% 40,463 $6.7M
Town & Country Bank & Trust CO dba First Bankers Trust CO 2.26% Reduce -2.4% 40,394 $6.7M
Stansberry Asset Management, LLC 0.70% Add +582.6% 40,349 $6.7M
Apella Capital, LLC 0.10% Add +48.7% 42,037 $6.6M
3Chopt Investment Partners, LLC 1.51% Reduce -1.5% 39,663 $6.6M
Osborne Partners Capital Management, LLC 0.35% Reduce -4.9% 40,000 $6.6M
AlphaCore Capital LLC 0.16% Reduce -31.8% 39,404 $6.6M
Tufton Capital Management 1.19% Reduce -2.2% 39,652 $6.6M
Savant Capital, LLC 0.03% Add +23.5% 39,510 $6.5M
Fiduciary Trust Co 0.08% Add +0.7% 39,155 $6.5M
Quadrant Capital Group LLC 0.19% Add +18.5% 39,114 $6.5M
Citadel Investment Advisory, Inc. 3.08% Reduce -1.4% 39,030 $6.5M
Heritage Investors Management Corp. 0.19% Reduce -2.1% 38,675 $6.4M
First American Trust, FSB 0.42% Add +0.2% 38,130 $6.3M
Procyon Advisors, LLC 0.31% Add +7.0% 37,994 $6.3M
Hourglass Capital, LLC 1.31% Reduce -28.9% 37,994 $6.3M
Prospera Financial Services Inc 0.10% Reduce -1.3% 37,780 $6.2M
King Luther Capital Management Corp. 0.03% Reduce -4.1% 37,674 $6.2M
UMB Bank, n.a. 0.09% Add +2.5% 37,579 $6.2M
Capital International Ltd. 0.23% Add +1.6% 37,392 $6.2M
Fred Alger Management, LLC 0.03% Reduce -0.1% 36,714 $6.1M
Greenleaf Trust 0.06% Add +1.2% 36,865 $6.1M
Hennion & Walsh Asset Management, Inc. 0.20% Add +15.2% 36,773 $6.1M
Oak Harvest Investment Services 0.63% Add +22.0% 36,743 $6.1M
Meeder Advisory Services, Inc. 0.25% Add +13.4% 36,653 $6.1M
Stratos Wealth Partners, LTD. 0.07% Add +0.4% 36,617 $6.1M
Blue Sparrow, LLC 0.10% Reduce -68.6% 36,200 $6.0M
Florida Trust Wealth Management Co 0.17% Add +32.1% 35,932 $5.9M
Hennessy Advisors Inc. 0.21% Reduce -43.7% 35,900 $5.9M
Keystone Financial Planning, Inc. 1.56% Reduce -54.6% 35,358 $5.8M
Cornerstone Wealth Group, LLC 0.38% Add +2.9% 38,081 $5.8M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% — 35,147 $5.8M
Principle Wealth Partners LLC 0.33% Reduce -0.1% 35,016 $5.8M
TD Waterhouse Canada Inc. 0.02% Add +51.8% 36,701 $5.8M
Bokf, NA 0.09% Add +0.8% 34,916 $5.8M
Peterson Wealth Services 1.42% Add +4.1% 34,732 $5.7M
Rathbones Group PLC 0.02% Reduce -0.5% 34,731 $5.7M
Old National Bancorp 0.10% Reduce -5.5% 34,586 $5.7M
Sunbelt Securities, Inc. 0.36% Add +0.1% 34,518 $5.7M
Wilmington Savings Fund Society, FSB 0.14% Reduce -2.8% 34,432 $5.7M
Aptus Capital Advisors, LLC 0.05% Reduce -10.1% 34,152 $5.6M
Prime Capital Investment Advisors, LLC 0.06% Add +36.5% 33,959 $5.6M
Townsquare Capital LLC 1.25% Reduce -4.1% 33,516 $5.5M
Savvy Advisors, Inc. 0.15% Add +25.3% 33,226 $5.5M
Generali Asset Management SPA SGR 0.11% Reduce -33.0% 33,076 $5.5M
CPC Advisors, LLC 0.88% Add +90.5% 32,859 $5.4M
Bartlett & Co. Wealth Management LLC 0.07% Reduce -0.9% 31,925 $5.4M
Cincinnati Specialty Underwriters Insurance CO 1.31% New 32,620 $5.4M
Windward Capital Management Co. 0.44% Add +14.5% 32,539 $5.4M
Summit Financial, LLC 0.07% Add +4.3% 32,213 $5.4M
Fulton Bank, N.A. 0.19% Add +12.9% 32,405 $5.4M
Zions Bancorporation, National Association 0.34% Reduce -25.5% 32,260 $5.3M
Signaturefd, LLC 0.08% Add +10.1% 32,221 $5.3M
Fideuram Asset Management (Ireland) dac 0.67% Add +13.7% 30,070 $5.3M
Addison Capital Co 0.93% Add +32.5% 31,779 $5.3M
Vest Financial, LLC 0.06% Add +11.6% 31,713 $5.2M
Cumberland Partners Ltd 0.40% Reduce -22.3% 31,580 $5.2M
CreativeOne Wealth, LLC 0.12% Reduce -28.2% 31,542 $5.2M
Citizens Financial Group Inc. 0.07% Reduce -11.2% 31,519 $5.2M
Morton Community Bank 1.13% Add +1.2% 31,488 $5.2M
Valeo Financial Advisors, LLC 0.12% Reduce -25.7% 31,427 $5.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.27% Reduce -3.3% 31,424 $5.2M
First Bank & Trust 0.83% Add +3.0% 31,332 $5.2M
OneDigital Investment Advisors LLC 0.05% Add +22.0% 31,326 $5.2M
Orca Wealth Management, LLC 3.68% Add +6.7% 31,277 $5.2M
MassMutual Private Wealth & Trust, FSB 0.14% Add +1.1% 31,219 $5.2M
Wedmont Private Capital 0.17% Add +0.6% 31,998 $5.1M
Pekin Hardy Strauss, Inc. 0.54% Add +2.0% 31,034 $5.1M
Segall Bryant & Hamill, LLC 0.07% No change 31,031 $5.1M
PFG Investments, LLC 0.24% Add +0.9% 30,941 $5.1M
Ibex Wealth Advisors 0.48% New 30,940 $5.1M
Brookstone Capital Management 0.06% Add +0.8% 30,924 $5.1M
Brandywine Trust Co. 0.92% No change 30,814 $5.1M
Harbor Capital Advisors, Inc. 0.41% Add +28.8% 30,803 $5.1M
Drucker Wealth 3.0, LLC 0.88% Add +1.6% 30,596 $5.1M
Frank, Rimerman Advisors LLC 0.33% Add +0.0% 30,568 $5.1M
Means Investment Co., Inc. 0.44% Reduce -2.4% 30,560 $5.1M
Manhattan West Asset Management, LLC 0.98% Add +7.0% 30,454 $5.0M
Philadelphia Trust Co. 0.36% Add +2.4% 30,436 $5.0M
StoneX Group Inc. 0.27% Reduce -19.1% 30,167 $5.0M
SIH Partners, LLLP 0.15% New 30,011 $5.0M
Viking Fund Management LLC 0.51% Reduce -14.3% 30,000 $5.0M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -9.8% 29,920 $4.9M
CFC Planning Co LLC 3.57% Add +8.3% 29,890 $4.9M
Hayek Kallen Investment Management 1.60% New 29,766 $4.9M
Kinloch Capital, LLC 2.01% Add +12.0% 29,761 $4.9M
Schwarz Dygos Wheeler Investment Advisors LLC 1.02% Add +0.0% 29,584 $4.9M
Cannell & Spears LLC 0.10% Reduce -6.1% 29,557 $4.9M
Retirement Planning Group, LLC 0.15% Reduce -1.3% 29,532 $4.9M
Essex Financial Services, Inc. 0.27% Reduce -2.3% 29,509 $4.9M
Morgan Dempsey Capital Management LLC 2.22% Reduce -3.5% 29,207 $4.9M
Hunter Associates Investment Management LLC 0.64% Add +1.4% 29,394 $4.9M
Parthenon LLC 0.56% Reduce -0.2% 29,441 $4.9M
Krilogy Financial LLC 0.16% Add +3.9% 31,130 $4.9M
Moneta Group Investment Advisors LLC 0.04% Add +31.7% 29,413 $4.9M
Voleon Capital Management LP 0.10% Reduce -25.4% 29,373 $4.9M
Cullinan Associates Inc. 0.39% Reduce -33.9% 29,355 $4.9M
Howard Capital Management Group, LLC 0.32% No change 29,274 $4.8M
NBT Bank, N.A. 0.32% Reduce -2.8% 29,194 $4.8M
Kestra Investment Management, LLC 0.08% Add +32.7% 29,185 $4.8M
SWS Partners 1.18% Add +0.5% 28,717 $4.8M
Voya Financial Advisors, Inc. 0.48% Add +0.1% 29,188 $4.8M
Geneos Wealth Management Inc. 0.11% Add +3.4% 28,710 $4.7M
O'Domhnaill Enterprises, Inc. 3.78% Reduce -9.7% 28,347 $4.7M
Guyasuta Investment Advisors Inc. 0.27% Reduce -0.9% 28,314 $4.7M
FSB Premier Wealth Management, Inc. 1.47% Reduce -7.7% 28,304 $4.7M
Portside Wealth Group, LLC 0.64% Add +5.1% 28,303 $4.7M
Divisadero Street Capital Management, LP 0.22% No change 28,244 $4.7M
Tema ETFs LLC 0.31% Add +0.5% 28,105 $4.6M
Live Oak Private Wealth LLC 0.65% Add +0.5% 28,092 $4.6M
Wesbanco Bank Inc. 0.13% Reduce -3.6% 27,976 $4.6M
Daymark Wealth Partners, LLC 0.15% Add +1.1% 27,967 $4.6M
Gerald Baker Financial Group LLC 1.46% — 27,966 $4.6M
Morningstar Investment Management LLC 0.29% Reduce -27.9% 27,918 $4.6M
Sumitomo Life Insurance Co. 0.11% Reduce -2.3% 27,880 $4.6M
Prosperitas Financial LLC 1.72% Add +3.7% 27,847 $4.6M
Harbour Investments, Inc. 0.07% Add +130.4% 27,685 $4.6M
Brighton Jones LLC 0.10% New 27,566 $4.6M
Tower View Wealth Management LLC 2.32% Reduce -9.2% 27,294 $4.5M
BCGM Wealth Management, LLC 1.13% Add +3.2% 27,094 $4.5M
Verity & Verity, LLC 0.33% Reduce -4.2% 27,058 $4.5M
Papamarkou Wellner Asset Management inc. 2.71% Add +0.8% 26,818 $4.4M
Venture Visionary Partners LLC 0.15% Add +2.1% 26,787 $4.4M
Journey Strategic Wealth LLC 0.11% Add +16.1% 26,784 $4.4M
Blue Trust, Inc. 0.05% Add +0.2% 26,768 $4.4M
Range Financial Group LLC 1.48% Add +2.5% 26,753 $4.4M
AdvisorNet Financial, Inc 0.23% Reduce -2.5% 26,744 $4.4M
Salomon & Ludwin, LLC 0.39% Reduce -0.1% 27,901 $4.4M
Abacus FCF Advisors LLC 0.99% Reduce -41.7% 26,644 $4.4M
GLOBALT Investments LLC / GA 0.16% Reduce -2.5% 26,486 $4.4M
Financial Security Advisor, Inc. 0.80% Add +3.8% 26,152 $4.4M
Phraction Management LLC 1.20% Add +0.8% 26,369 $4.4M
Kingsview Wealth Management, LLC 0.06% Reduce -62.5% 26,231 $4.3M
Baldwin Wealth Partners LLC 0.31% Reduce -2.5% 26,124 $4.3M
Ashton Thomas Private Wealth, LLC 0.10% Add +14.0% 26,040 $4.3M
Elite Wealth Management, Inc. 1.39% Reduce -2.6% 25,827 $4.3M
one8zero8, LLC 0.95% Reduce -0.0% 25,802 $4.3M
TCW Group Inc. 0.03% Add +5.1% 25,713 $4.3M
Dynasty Wealth Management, LLC 0.04% Add +6.5% 25,671 $4.2M
Intrepid Capital Management Inc. 1.99% Add +7.3% 25,552 $4.2M
Crossmark Global Holdings, Inc. 0.06% Reduce -7.9% 25,407 $4.2M
Alps Advisors Inc. 0.02% Reduce -6.9% 25,237 $4.2M
Rossmore Private Capital 0.37% Add +1.6% 24,977 $4.2M
Crestwood Advisors Group, LLC 0.07% Add +10.9% 25,196 $4.2M
Verdence Capital Advisors LLC 0.24% Reduce -0.3% 25,055 $4.1M
South Dakota Investment Council 0.08% Reduce -9.1% 25,052 $4.1M
HBK Sorce Advisory LLC 0.08% Add +0.3% 24,213 $4.1M
Phoenix Financial Ltd. 0.04% Reduce -34.2% 24,627 $4.1M
Kentucky Farm Bureau Mutual Insurance Co 1.25% No change 25,000 $4.1M
SageView Advisory Group, LLC 0.15% Reduce -40.8% 24,976 $4.1M
Caldwell Trust Co 0.37% Reduce -1.0% 24,932 $4.1M
Evercore Wealth Management, LLC 0.06% Reduce -3.9% 24,920 $4.1M
Carolina Wealth Advisors, LLC 1.72% Add +1022.5% 24,908 $4.1M
Private Trust Co. NA 0.37% Add +1.5% 24,902 $4.1M
Kathmere Capital Management, LLC 0.25% Add +0.2% 24,796 $4.1M
Twin City Private Wealth, LLC 3.11% Reduce -1.2% 24,560 $4.1M
Verus Financial Partners, Inc. 0.37% Reduce -0.1% 26,053 $4.1M
Parsons Capital Management Inc. 0.19% Add +515.1% 24,584 $4.1M
Community Trust & Investment Co. 0.22% Reduce -0.6% 24,378 $4.0M
Avidian Wealth Enterprises, LLC 0.13% Add +410.0% 24,316 $4.0M
DCM Advisors, LLC 1.82% Reduce -0.5% 24,256 $4.0M
LVM Capital Management Ltd. 0.38% Reduce -0.8% 24,183 $4.0M
Pictet North America Advisors SA 0.39% Reduce -0.2% 24,049 $4.0M
Sepio Capital, LP 0.22% Reduce -2.8% 24,030 $4.0M
Broyhill Asset Management, LLC 3.90% Reduce -40.4% 24,003 $4.0M
Modern Wealth Management, LLC 0.07% Add +8.5% 25,159 $4.0M
GeoWealth Management, LLC 0.14% Add +11.2% 23,875 $3.9M
Bradley Foster & Sargent Inc. 0.06% Reduce -0.4% 23,833 $3.9M
Burke & Herbert Bank & Trust Co. 1.08% Reduce -0.0% 23,693 $3.9M
Kera Capital Partners, Inc. 0.48% Reduce -0.5% 23,634 $3.9M
First American Bank 0.25% Add +99.3% 23,630 $3.9M
Nomura Holdings Inc. 0.03% Reduce -10.0% 23,600 $3.9M
Pure Financial Advisors, LLC 0.06% Add +0.6% 23,484 $3.9M
Evergreen Capital Management LLC 0.08% Add +32.5% 23,266 $3.9M
Salem Investment Counselors Inc. 0.11% Reduce -0.7% 23,252 $3.9M
Icon Wealth Advisors, LLC 0.25% Add +11.2% 23,648 $3.8M
Hendley & Co. Inc. 1.41% Reduce -0.1% 23,101 $3.8M
Railway Pension Investments Ltd 0.05% No change 23,040 $3.8M
Portfolio Design Labs, LLC 0.68% Reduce -5.9% 22,988 $3.8M
Bryn Mawr Trust Advisors, LLC 0.18% Reduce -17.7% 22,977 $3.8M
Plan Group Financial, LLC 0.88% Add +4.1% 22,777 $3.8M
Convergence Investment Partners, LLC 0.62% Add +70.9% 22,756 $3.8M
Alerus Financial NA 0.19% Add +0.5% 22,640 $3.7M
Advyzon Investment Management, LLC 0.34% Add +6.2% 22,636 $3.7M
Mount Capital Ltd 1.50% No change 22,547 $3.7M
Venturi Wealth Management, LLC 0.17% Add +3.1% 22,527 $3.7M
RFG Advisory, LLC 0.07% Reduce -0.2% 22,511 $3.7M
Slagle Financial, LLC 1.23% Add +2.2% 22,481 $3.7M
Axxcess Wealth Management, LLC 0.12% Reduce -31.6% 22,426 $3.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -50.9% 22,420 $3.7M
Premier Fund Managers Ltd 0.26% Add +513.0% 22,226 $3.7M
Moors & Cabot, Inc. 0.16% Reduce -1.1% 22,079 $3.7M
Central Pacific Bank - Trust Division 0.48% Add +0.4% 22,004 $3.6M
Pathway Financial Advisers, LLC 1.03% Add +0.2% 21,997 $3.6M
Smartleaf Asset Management LLC 0.13% Add +18.3% 22,026 $3.6M
CHICAGO TRUST Co NA 0.59% Reduce -8.4% 21,947 $3.6M
SWP Investment Management LLC 2.70% Add +2.0% 21,895 $3.6M
Ellenbecker Investment Group 0.49% Reduce -4.8% 21,787 $3.6M
Meiji Yasuda Life Insurance Co 0.12% Add +14.8% 21,746 $3.6M
Cantor Fitzgerald, L. P. 0.13% New 21,647 $3.6M
Radnor Capital Management, LLC 0.53% Add +6.9% 21,585 $3.6M
Independence Bank of Kentucky 0.45% Add +1.0% 21,569 $3.6M
Texas Yale Capital Corp. 0.10% Add +0.5% 21,523 $3.6M
Prosperity Consulting Group, LLC 0.16% Reduce -0.2% 21,500 $3.6M
Balefire, LLC 0.67% Reduce -22.8% 21,476 $3.6M
Welch Group, LLC 0.13% Reduce -1.4% 21,466 $3.5M
Ballentine Partners, LLC 0.05% Add +7.5% 21,346 $3.5M
Independent Solutions Wealth Management, LLC 0.52% Reduce -6.3% 21,345 $3.5M
Dynamic Advisor Solutions LLC 0.11% Add +8.8% 21,263 $3.5M
Parallel Advisors, LLC 0.06% Add +9.8% 21,216 $3.5M
Gladstone Institutional Advisory LLC 0.13% Reduce -19.1% 21,178 $3.5M
HF Advisory Group, LLC 1.19% Reduce -14.6% 21,174 $3.5M
Wealth Management Nebraska 0.35% No change 21,134 $3.5M
Doliver Advisors, LP 0.79% Reduce -11.8% 21,092 $3.5M
Capital Investment Advisory Services, LLC 0.25% Add +6.8% 21,092 $3.5M
Investment Research & Advisory Group, Inc. 1.22% Add +0.4% 20,935 $3.5M
National Philanthropic Trust 0.04% Add +0.6% 20,958 $3.5M
Octavia Wealth Advisors, LLC 0.33% Reduce -11.2% 20,693 $3.5M
Doheny Asset Management 2.25% Reduce -11.1% 20,874 $3.5M
Councilmark Asset Management, LLC 1.94% Add +0.0% 20,439 $3.4M
Confluence Wealth Services, Inc. 0.13% Add +14.7% 20,388 $3.4M
Hartford Funds Management Co LLC 0.29% Add +11.4% 20,321 $3.4M
Founders Financial Alliance, LLC 0.60% Reduce -4.4% 20,291 $3.4M
Rockingstone Advisors LLC 1.53% Reduce -0.1% 20,192 $3.3M
Intrust Bank NA 0.27% Add +9.4% 20,090 $3.3M
American Assets Investment Management, LLC 0.22% No change 20,000 $3.3M
44 Wealth Management LLC 1.15% Add +4.1% 19,923 $3.3M
Tounjian Advisory Partners, LLC 1.18% Add +0.4% 19,774 $3.3M
Horizon Kinetics Asset Management LLC 0.04% Reduce -0.6% 19,734 $3.3M
Valley National Advisers Inc. 0.42% Reduce -3.0% 19,650 $3.2M
Hilltop Holdings Inc. 0.29% Reduce -63.4% 19,629 $3.2M
Welch & Forbes LLC 0.04% Add +1.6% 19,571 $3.2M
Beaumont Financial Advisors, LLC 0.22% Reduce -9.1% 19,495 $3.2M
Prudent Man Advisors, LLC 0.97% Add +53.8% 19,493 $3.2M
Mather Group, Llc. 0.03% Add +10.4% 19,489 $3.2M
Strong Tower Advisory Services 0.60% Add +2.6% 19,386 $3.2M
Altfest L J & Co. Inc. 0.34% Add +7.0% 19,316 $3.2M
Richard Bernstein Advisors LLC 0.09% No change 19,274 $3.2M
Fiduciary Family Office, LLC 0.90% Add +19.4% 19,168 $3.2M
Greenfield Savings Bank 1.35% Reduce -0.0% 19,103 $3.2M
New Republic Capital, LLC 1.06% Reduce -21.2% 18,895 $3.2M
Modera Wealth Management, LLC 0.04% Reduce -21.0% 19,089 $3.2M
InvesTrust 1.33% Reduce -0.8% 19,084 $3.2M
VestGen Advisors, LLC 0.09% Add +78.1% 16,828 $3.1M
Wealth Alliance, LLC 0.31% Reduce -0.2% 18,854 $3.1M
Aaron Wealth Advisors LLC 0.18% Reduce -10.4% 18,749 $3.1M
Gateway Investment Advisers LLC 0.03% Add +34.4% 18,727 $3.1M
Keudell/Morrison Wealth Management 0.63% Add +1.4% 18,704 $3.1M
Indivisible Partners 0.27% Add +5.5% 18,657 $3.1M
Great Valley Advisor Group, Inc. 0.06% Add +8.3% 18,481 $3.1M
First Merchants Corp. 0.12% No change 18,473 $3.1M
Rothschild Investment LLC 0.16% Add +2.1% 18,444 $3.0M
Douglass Winthrop Advisors, LLC 0.06% Add +0.3% 18,407 $3.0M
Gibbs Wealth Management 0.40% Add +110.4% 18,341 $3.0M
Kavar Capital Partners Group, LLC 0.38% Add +0.0% 18,268 $3.0M
Jacobi Capital Management LLC 0.17% Add +1.4% 18,260 $3.0M
One Capital Management, LLC 0.08% Add +1.3% 18,205 $3.0M
Blue Whale Capital LLP 0.14% Reduce -94.0% 18,201 $3.0M
Paradigm Asset Management Co. LLC 0.71% No change 18,200 $3.0M
X-Square Capital, LLC 1.01% Add +0.5% 18,144 $3.0M
NorthCoast Asset Management LLC 0.07% Reduce -6.2% 18,124 $3.0M
New Age Alpha Advisors, LLC 0.14% Reduce -7.3% 17,997 $3.0M
Shrier Wealth Management, LLC 1.10% Add +2.8% 17,983 $3.0M
Keystone Financial Group 0.20% Add +2.6% 17,973 $3.0M
Applied Capital LLC 2.16% Reduce -2.8% 17,938 $3.0M
Trust Co. of Toledo NA 0.28% Add +0.1% 17,862 $3.0M
Ascentis Independent Advisors 0.22% Add +97.1% 17,820 $2.9M
Syon Capital LLC 0.15% Add +0.8% 17,792 $2.9M
NorthCrest Asset Manangement, LLC 0.09% Reduce -27.3% 18,598 $2.9M
Primoris Wealth Advisors, LLC 2.05% No change 17,713 $2.9M
Nicholas Hoffman & Company, LLC. 0.07% Add +0.1% 17,665 $2.9M
Ausdal Financial Partners, Inc. 0.13% Reduce -2.0% 17,628 $2.9M
Compound Planning, Inc. 0.09% Reduce -2.5% 17,615 $2.9M
First Nebraska Trust Co 0.27% No change 17,561 $2.9M
American Capital Advisory, LLC 1.17% Reduce -0.4% 17,456 $2.9M
Tanager Wealth Management LLP 0.28% Reduce -10.2% 17,422 $2.9M
Koa Wealth Management, LLC 2.08% Reduce -9.3% 17,406 $2.9M
Taylor Hoffman Capital Management LLC 0.89% Reduce -10.5% 17,406 $2.9M
Larson Financial Group LLC 0.09% Add +53.5% 17,339 $2.9M
Sigma Planning Corp 0.08% Reduce -3.9% 17,154 $2.8M
Level Four Advisory Services, LLC 0.09% Add +12.8% 17,152 $2.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.38% Add +0.1% 17,151 $2.8M
Wealthcare Advisory Partners LLC 0.06% Add +26.4% 17,097 $2.8M
Beaton Management Co. Inc. 1.26% No change 17,050 $2.8M
Red Door Wealth Management, LLC 0.29% Add +4.5% 17,005 $2.8M
Tyche Wealth Partners LLC 0.43% Add +1.0% 16,981 $2.8M
Hilton Head Capital Partners, LLC 1.57% Add +0.0% 16,855 $2.8M
Bluesphere Advisors LLC 0.99% Reduce -4.9% 16,832 $2.8M
Fisher Asset Management 0.00% Reduce -9.6% 16,829 $2.8M
Fidelis Capital Partners, LLC 0.20% Add +11.3% 16,777 $2.8M
Mechanics Bank Trust Department 0.38% Reduce -4.7% 16,715 $2.8M
Oak Thistle LLC 0.27% Add +40.8% 16,655 $2.8M
Monetary Management Group Inc. 0.66% Add +0.1% 16,620 $2.7M
Ameritas Advisory Services, LLC 0.11% Reduce -3.7% 16,586 $2.7M
Crux Wealth Advisors 1.05% Add +0.7% 16,556 $2.7M
St. Louis Trust Co 0.32% No change 16,500 $2.7M
Dodge & Cox 0.00% Reduce -2.9% 16,500 $2.7M
Raab & Moskowitz Asset Management LLC 0.61% Add +0.3% 16,464 $2.7M
Coastal Bridge Advisors, LLC 0.19% Reduce -4.5% 16,378 $2.7M
Raleigh Capital Management Inc. 0.93% Add +0.1% 16,359 $2.7M
LFG Wealth Partners, LLC 1.63% Reduce -11.1% 16,353 $2.7M
Berkshire Asset Management LLC 0.12% Add +4.8% 16,220 $2.7M
Westbourne Investment Advisors, Inc. 0.78% No change 16,204 $2.7M
Revisor Wealth Management LLC 0.74% Reduce -0.1% 16,105 $2.7M
Alaethes Wealth, LLC 0.77% Add +0.0% 15,964 $2.7M
Washington Trust Bank 0.20% Reduce -0.4% 16,081 $2.7M
E Fund Management Co., Ltd. 0.08% — 16,051 $2.7M
Letson Investment Management, Inc. 1.02% Reduce -0.1% 16,004 $2.6M
Smallwood Wealth Investment Management, LLC 1.39% Reduce -0.0% 15,904 $2.6M
Capital City Trust Co. 0.60% Reduce -1.4% 15,889 $2.6M
Advisory Alpha, LLC 0.07% Add +13.8% 15,789 $2.6M
Perigon Wealth Management, LLC 0.05% Add +3.7% 15,788 $2.6M
PARK CIRCLE Co 2.47% No change 15,745 $2.6M
Jefferies Financial Group Inc. 0.03% Reduce -47.5% 15,688 $2.6M
Accretive Wealth Partners, LLC 0.73% Add +3.5% 15,631 $2.6M
Lantz Financial LLC 0.53% Reduce -1.3% 15,578 $2.6M
Bank of Hawaii 0.13% Add +23.4% 15,544 $2.6M
OpenArc Corporate Advisory, LLC 0.04% Add +45.2% 15,485 $2.6M
Fortune Financial Advisors, LLC 1.30% Add +2.9% 15,464 $2.6M
Schonfeld Strategic Advisors LLC 0.02% Add +0.7% 15,418 $2.5M
Quantitative Investment Management, LLC 0.26% New 15,420 $2.5M
SouthState Bank Corp 0.12% Reduce -0.3% 15,408 $2.5M
Lynch & Associates 0.48% Add +0.9% 15,317 $2.5M
Personal Cfo Solutions, LLC 0.36% Add +3.3% 15,171 $2.5M
Catalyst Financial Partners LLC 0.30% Add +2.6% 15,297 $2.5M
SeaCrest Wealth Management, LLC 0.27% Reduce -3.8% 15,249 $2.5M
Jaffetilchin Investment Partners, LLC 0.15% Reduce -0.3% 15,248 $2.5M
Smith Salley Wealth Management 0.13% Add +249.9% 15,246 $2.5M
Everett Harris & Co. 0.03% Add +0.5% 15,243 $2.5M
Independent Financial Group, LLC 0.06% Reduce -0.3% 15,222 $2.5M
Koshinski Asset Management, Inc. 0.16% Add +8.6% 15,201 $2.5M
Checchi Capital Advisers, LLC 0.17% Add +1.6% 15,185 $2.5M
Mayflower Financial Advisors, LLC 0.31% Add +5.3% 15,183 $2.5M
Cornerstone Wealth Management, LLC 0.13% Reduce -1.5% 15,166 $2.5M
Credit Agricole S A 0.01% Reduce -96.8% 15,134 $2.5M
Belpointe Asset Management LLC 0.09% Reduce -10.5% 15,122 $2.5M
United Advisor Group, LLC 0.31% Add +9.6% 15,105 $2.5M
1834 Investment Advisors Co. 0.31% Reduce -6.2% 15,065 $2.5M
MidFirst Bank 0.21% Add +147.4% 15,017 $2.5M
Transcend Capital Advisors, LLC 0.20% Add +34.0% 15,017 $2.5M
HighPoint Advisor Group LLC 0.10% Reduce -81.4% 14,994 $2.5M
Investors Asset Management of Georgia Inc. /Ga/ 1.01% No change 14,989 $2.5M
Chicago Partners Investment Group LLC 0.06% Add +10.4% 15,074 $2.5M
Cypress Capital Management LLC (WY) 2.34% Reduce -0.2% 14,907 $2.5M
Pension & Wealth Management Advisors, Inc. 0.73% No change 14,864 $2.5M
Cigna Investments Inc. 0.38% Reduce -1.1% 14,856 $2.5M
Burns J W & Co. Inc. 0.28% Reduce -8.8% 14,841 $2.5M
Brown Miller Wealth Management, LLC 0.70% Reduce -0.0% 14,818 $2.4M
Everhart Financial Group, Inc. 0.21% Add +4.9% 14,800 $2.4M
Ameritas Investment Partners, Inc. 0.08% Add +0.1% 14,794 $2.4M
Gateway Wealth Partners, LLC 0.09% Add +345.4% 14,675 $2.4M
Shayne & Jacobs, LLC 0.75% No change 14,641 $2.4M
First County Bank 1.30% Reduce -4.7% 14,631 $2.4M
Integrity Alliance, Llc. 0.09% Add +0.7% 14,533 $2.4M
Beacon Financial Group 0.24% Add +0.1% 14,527 $2.4M
Lee Financial Co 0.34% Reduce -0.5% 14,475 $2.4M
RKL Wealth Management LLC 0.21% Reduce -1.9% 14,424 $2.4M
United Community Bank 0.79% Add +1.9% 14,415 $2.4M
Meridian Wealth Management, LLC 0.08% Reduce -5.4% 14,373 $2.4M
Tandem Financial, LLC 0.80% Reduce -20.2% 14,238 $2.4M
Optimist Retirement Group LLC 1.04% Add +5.0% 14,297 $2.4M
Denali Advisors LLC 0.26% Reduce -0.2% 14,263 $2.4M
Mainstay Capital Management LLC 0.18% Reduce -5.4% 14,199 $2.3M
Chickasaw Capital Management LLC 0.08% No change 14,175 $2.3M
Accurate Wealth Management, LLC 0.28% Add +16.3% 14,598 $2.3M
First Financial Bank - Trust Division 0.19% Add +478.1% 14,100 $2.3M
Todd Asset Management LLC 0.05% No change 14,022 $2.3M
RNC Capital Management LLC 0.10% Reduce -1.2% 14,006 $2.3M
Wedgewood Investors Inc. 2.64% Reduce -0.4% 13,939 $2.3M
Allegheny Financial Group 0.31% Reduce -0.2% 13,805 $2.3M
Arax Advisory Partners 0.06% Reduce -35.9% 13,799 $2.3M
Symphony Financial, Ltd. Co. 0.30% Add +4.6% 13,831 $2.3M
FLC Capital Advisors 0.41% Reduce -5.0% 13,785 $2.3M
GTS Securities LLC 0.08% Add +52.6% 13,733 $2.3M
Mystic Asset Management, Inc. 0.53% Reduce -1.3% 13,719 $2.3M
Dorsey & Whitney Trust CO LLC 0.12% Add +4.6% 13,571 $2.2M
Kessler Investment Group, LLC 1.06% Add +16.5% 13,564 $2.2M
Parkside Financial Bank & Trust 0.17% Reduce -1.9% 13,520 $2.2M
GM Advisory Group, LLC 0.09% Reduce -68.8% 13,470 $2.2M
Inceptionr LLC 0.54% Add +54.3% 13,464 $2.2M
Private Wealth Asset Management, LLC 0.24% Reduce -0.1% 13,440 $2.2M
Cozad Asset Management Inc. 0.17% Add +2.4% 13,417 $2.2M
P.A.W. Capital Corp. 1.77% New 13,505 $2.2M
Fairfield, Bush & Co. 1.23% Add +3.0% 13,379 $2.2M
Dudley Capital Management, LLC 0.98% Add +0.0% 13,371 $2.2M
Qtron Investments LLC 0.30% Add +0.0% 13,348 $2.2M
Thompson Siegel & Walmsley LLC 0.04% Reduce -1.6% 13,306 $2.2M
Banque Transatlantique SA 0.05% Reduce -0.7% 14,037 $2.2M
Crawford Fund Management, LLC 0.72% Reduce -61.5% 13,300 $2.2M
Matrix Private Capital Group LLC 1.06% Reduce -13.2% 13,164 $2.2M
Aspire Private Capital, LLC 0.49% Add +45.3% 13,248 $2.2M
Westpac Banking Corp. 0.15% Reduce -19.0% 13,170 $2.2M
Smithfield Trust Co 0.09% Add +6.3% 13,093 $2.2M
Wedbush Securities Inc. 0.06% Add +6.5% 13,114 $2.2M
Soltis Investment Advisors LLC 0.14% Add +4.6% 13,107 $2.2M
Secure Asset Management, LLC 0.34% Add +0.6% 13,040 $2.2M
Thoroughbred Financial Services, LLC 0.13% Add +0.6% 13,038 $2.2M
American Century Companies Inc. 0.00% Reduce -6.0% 13,030 $2.2M
Keystone Financial Services 0.63% Add +8.6% 13,005 $2.2M
Montag A & Associates Inc. 0.10% Reduce -1.1% 12,890 $2.1M
Callahan Advisors, LLC 0.18% Reduce -0.3% 12,948 $2.1M
Towne Trust Company, N.A 0.69% Reduce -4.6% 12,929 $2.1M
Insigneo Advisory Services, LLC 0.15% Add +26.2% 12,882 $2.1M
Souders Financial Advisors 0.24% Add +22.9% 12,879 $2.1M
Spire Wealth Management 0.07% Reduce -0.8% 12,835 $2.1M
Forvis Mazars Wealth Advisors, LLC 0.04% Add +4.5% 12,810 $2.1M
Simplicity Wealth,LLC 0.12% Add +29.8% 12,804 $2.1M
Wellington Shields Capital Management, LLC 0.32% Add +34.7% 12,759 $2.1M
Gilliland Jeter Wealth Management LLC 0.62% Reduce -0.2% 12,729 $2.1M
Marino, Stram & Associates LLC 0.38% Add +0.1% 12,723 $2.1M
KLCM Advisors, Inc. 0.18% Add +1.8% 12,722 $2.1M
Pallas Capital Advisors LLC 0.08% Reduce -1.9% 12,696 $2.1M
Dakota Wealth Management 0.05% Reduce -38.9% 12,664 $2.1M
Retirement Planning Co of New England, Inc. 0.85% Add +0.4% 12,594 $2.1M
Aprio Wealth Management, LLC 0.11% Add +43.4% 12,522 $2.1M
MASTERINVEST Kapitalanlage GmbH 0.21% Add +110.5% 12,487 $2.1M
Arete Wealth Advisors, LLC 0.15% Add +14.0% 12,484 $2.1M
Titan Investment Management LLC 1.82% Reduce -1.5% 12,478 $2.1M
Lebenthal Global Advisors, LLC 0.30% Reduce -11.9% 12,454 $2.1M
Fortress Private Ledger, LLC 0.64% Add +13.4% 12,453 $2.1M
SteelPeak Wealth, LLC 0.06% Add +49.5% 12,325 $2.1M
Tevis Investment Management 1.17% No change 12,320 $2.1M
Measured Risk Portfolios, Inc. 2.24% Reduce -13.9% 12,305 $2.0M
Ostrum Asset Management 0.11% Reduce -27.6% 12,296 $2.0M
Community Bank & Trust, Waco, Texas 0.40% Reduce -1.1% 12,075 $2.0M
NLB Skladi, upravljanje premozenja, d.o.o. 0.10% Add +0.5% 12,006 $2.0M
CSU Producer Resources, Inc. 5.69% No change 12,000 $2.0M
Spinnaker Trust 0.11% Reduce -1.5% 11,984 $2.0M
Mogy Joel R Investment Counsel Inc. 0.12% No change 11,975 $2.0M
Rockland Trust Co. 0.08% Reduce -1.7% 11,961 $2.0M
Vanguard National Trust Co 0.12% — 11,956 $2.0M
Kingswood Wealth Advisors, LLC 0.09% Reduce -2.8% 11,952 $2.0M
Hodges Capital Management Inc. 0.16% Add +575.9% 11,950 $2.0M
Zhang Financial LLC 0.07% Add +6.3% 11,945 $2.0M
Profund Advisors LLC 0.07% Reduce -4.6% 11,934 $2.0M
Emmett Investment Management, LP 1.50% New 12,500 $2.0M
Bar Harbor Wealth Management 0.11% Add +11.8% 11,874 $2.0M
Whalerock Point Partners, LLC 0.39% Add +4.1% 11,802 $2.0M
Strategic Investment Advisors / MI 0.13% Add +329.6% 11,810 $2.0M
Marshall Wace, LLP 0.00% New 11,780 $1.9M
Palisade Capital Management, LP 0.07% Reduce -0.2% 11,775 $1.9M
Birch Financial Group, LLC 1.14% Add +12.0% 11,758 $1.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +4.5% 11,720 $1.9M
Wendell David Associates Inc. 0.21% Add +15.5% 11,642 $1.9M
Cardiff Park Advisors, LLC 0.15% Add +0.2% 11,595 $1.9M
Davis R M Inc. 0.03% Reduce -2.2% 11,498 $1.9M
Centaurus Financial, Inc. 0.09% Add +0.8% 11,504 $1.9M
Arbor Capital Management Inc. 1.55% Reduce -2.9% 11,766 $1.9M
Berkeley Capital Partners, LLC 0.44% Add +144.6% 11,447 $1.9M
Tower Bridge Advisors 0.18% Add +3.9% 11,389 $1.9M
Frec Markets, Inc. 0.32% Add +63.5% 11,360 $1.9M
Spirepoint Private Client, LLC 0.18% Add +11.3% 11,347 $1.9M
EverSource Wealth Advisors, LLC 0.06% Add +19.8% 11,331 $1.9M
ASO GROUP Ltd 0.79% No change 11,284 $1.9M
Verity Asset Management, Inc. 0.78% Add +0.2% 11,268 $1.9M
Aureus Asset Management, LLC 0.12% Add +12.3% 11,235 $1.9M
Evolve Private Wealth, LLC 0.10% Add +25.9% 11,209 $1.9M
Cobblestone Asset Management LLC 0.83% No change 11,191 $1.9M
Simmons Bank 0.12% Add +0.4% 11,189 $1.8M
Flputnam Investment Management Co. 0.03% Reduce -1.7% 11,184 $1.8M
White Lighthouse Investment Management Inc. 0.26% Reduce -1.3% 11,182 $1.8M
Brian Low Financial Group, LLC 1.26% Add +12.7% 11,174 $1.8M
Highland Financial Advisors, LLC 0.49% New 11,167 $1.8M
Marex Group Ltd 0.02% Reduce -14.8% 11,162 $1.8M
Boothbay Fund Management, LLC 0.04% Reduce -78.3% 11,159 $1.8M
Johnson Financial Group, Inc. 0.07% Reduce -3.3% 11,036 $1.8M
Colonial River Investments, LLC 0.66% Add +1.2% 11,106 $1.8M
Stonebridge Financial Group, LLC 0.15% Add +301.2% 11,086 $1.8M
Richard W. Paul & Associates, LLC 0.61% Add +16.5% 11,038 $1.8M
Connable Office Inc. 0.18% Reduce -7.5% 11,037 $1.8M
TRB Wealth Management, LLC 0.26% — 10,933 $1.8M
RB Capital Management, LLC 0.40% Add +0.6% 11,020 $1.8M
M Holdings Securities, Inc. 0.12% Reduce -0.9% 10,201 $1.8M
Atom Investors LP 0.13% Add +166.7% 10,996 $1.8M
PICTET BANK & TRUST Ltd 2.38% Reduce -5.3% 10,971 $1.8M
Cambria Investment Management, L.P. 0.10% Reduce -0.7% 10,943 $1.8M
Fire Capital Management LLC 0.84% No change 10,900 $1.8M
Groupama Asset Managment 0.03% Reduce -47.5% 10,894 $1.8M
AssuredPartners Investment Advisors, LLC 0.20% Reduce -6.9% 11,218 $1.8M
CFS Investment Advisory Services, LLC 0.12% Add +207.8% 11,362 $1.8M
Valicenti Advisory Services Inc. 0.39% Reduce -4.1% 10,812 $1.8M
Rehmann Capital Advisory Group 0.09% Add +2.8% 10,810 $1.8M
Royal Fund Management, LLC 0.17% Add +7.6% 10,804 $1.8M
Hardy Reed LLC 0.13% Add +2.6% 10,802 $1.8M
Chesley Taft & Associates LLC 0.07% Reduce -4.3% 10,788 $1.8M
Cooper Financial Group 0.18% Reduce -3.6% 10,781 $1.8M
St. Nicholas Private Asset Management, Inc. 1.66% No change 10,758 $1.8M
Colonial Trust Co / SC 0.24% Reduce -11.9% 10,727 $1.8M
Stratos Wealth Advisors, LLC 0.11% Add +4.6% 10,703 $1.8M
Stolper Co 0.50% Add +269.5% 62,795 $1.8M
Alkeme Wealth, LLC 0.72% Reduce -0.7% 10,625 $1.8M
Monarch Capital Management Inc. 0.43% Reduce -0.1% 10,530 $1.8M
Summit Financial Wealth Advisors, LLC 0.25% Reduce -1.4% 10,618 $1.8M
Exchange Bank 1.21% No change 10,599 $1.8M
Supplemental Annuity Collective Trust of NJ 0.49% Reduce -19.5% 10,540 $1.7M
Foster Group, Inc. 0.05% Add +8.5% 10,518 $1.7M
First Business Financial Services, Inc. 0.15% No change 10,458 $1.7M
SPWM Advisors LLC 1.49% Add +7.2% 9,199 $1.7M
Signature Estate & Investment Advisors LLC 0.03% Add +9.7% 10,362 $1.7M
Victory Financial Group, LLC 0.21% Reduce -24.3% 10,306 $1.7M
Legacy Capital Wealth Partners, LLC 0.35% Reduce -5.9% 10,306 $1.7M
Hancock Whitney Corp. 0.03% Reduce -6.6% 10,296 $1.7M
C2C Wealth Management, LLC 1.43% No change 10,258 $1.7M
Pinnacle Wealth Management Advisory Group, LLC 0.12% Add +13.8% 10,257 $1.7M
Mission Wealth Management, LP 0.04% Reduce -2.8% 10,248 $1.7M
Z3 Capital Partners, LLC 0.43% Add +0.0% 10,217 $1.7M
Gilbert & Cook, Inc. 0.22% Add +0.8% 10,212 $1.7M
111 Capital 0.42% New 10,211 $1.7M
Cary Street Partners Financial LLC 0.04% Reduce -2.4% 10,203 $1.7M
Trust Co 0.16% No change 10,176 $1.7M
VCI Wealth Management LLC 0.47% Reduce -9.8% 10,172 $1.7M
Onyx Bridge Wealth Group LLC 0.18% Add +5.0% 10,152 $1.7M
Planning Alternatives Ltd. 0.22% Add +2.5% 10,117 $1.7M
Unique Wealth Strategies, LLC 0.68% Add +6.8% 10,115 $1.7M
Trivium Point Advisory, LLC 0.30% Reduce -11.5% 10,105 $1.7M
AA Financial Advisors, LLC 0.23% Add +0.8% 10,082 $1.7M
Charter Research & Investment Group, Inc. 1.11% Add +2.9% 10,080 $1.7M
Stevens Capital Management LP 0.26% New 10,068 $1.7M
OmniStar Financial Group, Inc. 0.86% Reduce -6.1% 10,065 $1.7M
Dover Advisors, LLC 0.69% Reduce -0.2% 9,962 $1.7M
Mirae Asset Securities (usa) Inc. 0.08% Add +222.9% 10,034 $1.7M
Havemeyer Place LP 0.19% Reduce -61.5% 10,033 $1.7M
Inscription Capital, LLC 0.17% Reduce -3.0% 10,025 $1.7M
Wulff, Hansen & Co. 1.69% Reduce -0.6% 10,025 $1.7M
Fiduciary Group, LLC 0.14% Reduce -5.8% 10,022 $1.7M
Schnieders Capital Management, Llc. 0.26% Add +1.5% 10,002 $1.7M
Knoll Capital Management, LLC 0.88% No change 10,000 $1.7M
Arnhold LLC 0.12% No change 10,000 $1.7M
LVW Advisors, LLC 0.16% Reduce -25.4% 9,994 $1.7M
Legacy Financial Advisors, Inc. 0.23% Reduce -2.1% 9,981 $1.7M
Pinnacle Wealth Planning Services, Inc. 0.17% Add +26.4% 9,971 $1.6M
Pettyjohn, Wood & White, Inc. 0.26% No change 9,936 $1.6M
Cravens & Co Advisors, LLC 1.07% Add +4.2% 9,933 $1.6M
GAMCO Investors 0.02% Add +0.7% 9,887 $1.6M
Mitchell McLeod Pugh & Williams Inc. 0.24% Add +0.3% 9,855 $1.6M
Boston Family Office LLC 0.11% Reduce -2.5% 9,820 $1.6M
R.m.sincerbeaux Capital Management LLC 0.95% No change 9,816 $1.6M
Leavell Investment Management, Inc. 0.07% Add +0.9% 9,719 $1.6M
Heartland Bank & Trust Co 0.36% Add +349.4% 9,757 $1.6M
Angeles Wealth Management, LLC 0.09% Add +13.2% 9,671 $1.6M
CWA Asset Management Group, LLC 0.05% Reduce -77.0% 9,670 $1.6M
Titleist Asset Management, LLC 0.12% Add +3.1% 9,643 $1.6M
Siemens Fonds Invest GmbH 0.09% Add +0.9% 9,598 $1.6M
CSS LLC 0.25% Add +13.4% 9,590 $1.6M
Cary Street Partners Investment Advisory LLC 0.40% Add +9.6% 9,587 $1.6M
Elevated Capital Advisors, LLC 0.40% Reduce -14.9% 9,575 $1.6M
North Star Investment Management Corp. 0.10% No change 9,571 $1.6M
Cheviot Value Management, LLC 0.16% Reduce -1.2% 9,563 $1.6M
Pine Valley Investments Ltd Liability Co 0.08% Reduce -1.0% 9,522 $1.6M
Arista Wealth Management, LLC 0.19% Add +0.5% 9,536 $1.6M
Klingenstein Fields & Co. LP 0.06% No change 9,459 $1.6M
J.Safra Asset Management Corp 0.08% Add +0.3% 9,420 $1.6M
Bath Savings Trust Co 0.17% Reduce -1.2% 9,408 $1.6M
Sax Wealth Advisors, LLC 0.08% Reduce -3.0% 9,692 $1.6M
EFG International AG 0.03% Add +4.3% 9,388 $1.6M
CX Institutional 0.05% Add +0.4% 9,384 $1.6M
Stratos Investment Management, LLC 0.06% Add +9.6% 9,352 $1.5M
Diversify Advisory Services, LLC 0.24% Reduce -77.2% 9,483 $1.5M
Badgley Phelps Wealth Managers, LLC 0.03% Add +6.9% 9,256 $1.5M
DDFG, Inc 0.33% Reduce -0.5% 9,318 $1.5M
Continuum Advisory, LLC 0.15% Add +1.7% 9,313 $1.5M
Van Diest Capital, LLC 1.21% Add +99.3% 9,298 $1.5M
Allen Investment Management, LLC 0.02% No change 9,240 $1.5M
B. Riley Wealth Advisors, Inc. 0.10% Reduce -7.6% 9,260 $1.5M
Harvey Investment Co. LLC 0.17% No change 9,182 $1.5M
Excalibur Management Corp. 0.54% Reduce -0.7% 9,118 $1.5M
Composition Wealth, LLC 0.02% Reduce -1.4% 9,116 $1.5M
49 Wealth Management, LLC 0.11% Add +15.2% 9,084 $1.5M
Clear Creek Financial Management, LLC 0.11% Add +0.6% 9,042 $1.5M
D'Orazio & Associates, Inc. 0.19% Add +0.6% 9,025 $1.5M
Cidel Asset Management Inc. 0.08% Add +50.9% 9,014 $1.5M
Whitener Capital Management, Inc. 0.34% Reduce -0.5% 8,992 $1.5M
High Point Wealth Management, LLC 1.47% Add +7.7% 8,992 $1.5M
Finivi Inc. 0.81% Add +4.6% 8,985 $1.5M
Parr McKnight Wealth Management Group, LLC 0.19% Reduce -10.8% 8,975 $1.5M
Paragon Financial Partners, Inc. 0.84% Add +0.1% 9,282 $1.5M
Grove Bank & Trust 0.17% No change 8,908 $1.5M
Trust Point Inc. 0.13% Add +4.8% 8,894 $1.5M
MTM Investment Management, LLC 0.47% No change 8,886 $1.5M
Balentine LLC 0.06% Reduce -9.3% 8,885 $1.5M
Joel Isaacson & Co., LLC 0.05% Reduce -5.4% 8,862 $1.5M
Holderness Investments Co. 0.29% Add +104.2% 8,861 $1.5M
International Assets Investment Management, LLC 0.10% Add +5.9% 9,293 $1.5M
West Branch Capital LLC 0.39% Add +11.8% 8,837 $1.5M
Platform Technology Partners 0.28% Add +10.2% 8,752 $1.4M
Cambient Family Office, LLC 0.20% Add +8.0% 8,636 $1.4M
Shelton Capital Management 0.03% Reduce -2.1% 8,681 $1.4M
Park National Corp. 0.04% Reduce -18.5% 8,680 $1.4M
Hexagon Capital Partners LLC 0.21% New 8,650 $1.4M
PCM Encore, LLC 0.29% Add +13.7% 8,643 $1.4M
Signature Wealth Management Partners, LLC 0.72% Reduce -3.3% 8,639 $1.4M
IFG Advisors, LLC 0.23% No change 8,620 $1.4M
Ignite Planners, LLC 0.22% Reduce -0.5% 8,608 $1.4M
Kovack Advisors, Inc. 0.08% Reduce -16.3% 8,975 $1.4M
Capital Analysts, LLC 0.04% Reduce -1.0% 8,602 $1.4M
Bingham Private Wealth, LLC 1.12% Add +12.8% 8,562 $1.4M
Farmers & Merchants Investments Inc. 0.04% Reduce -3.4% 8,546 $1.4M
Luts & Greenleigh Group, Inc. 1.12% Add +0.2% 8,540 $1.4M
CVA Family Office, LLC 0.15% Add +6.9% 8,532 $1.4M
Premier Path Wealth Partners, LLC 0.18% Add +9.5% 8,512 $1.4M
Banco Santander, S.A. 0.01% Reduce -90.8% 8,507 $1.4M
Parrish Capital LLC 1.25% Reduce -3.2% 8,491 $1.4M
Southland Equity Partners LLC 0.27% Reduce -1.6% 8,482 $1.4M
Fortem Financial Group, LLC 0.35% Add +80.2% 8,469 $1.4M
Tred Avon Family Wealth, LLC 0.47% Reduce -0.0% 8,464 $1.4M
Swisher Financial Concepts, Inc. 0.78% Add +0.7% 8,430 $1.4M
Childress Capital Advisors, LLC 0.25% Reduce -1.0% 8,408 $1.4M
Keebeck Wealth Management 0.16% Add +15.5% 8,333 $1.4M
Graham Capital Management, L.P. 0.06% New 8,397 $1.4M
Aljian Capital Management, LLC 0.29% Add +5.1% 8,396 $1.4M
Avantax Planning Partners, Inc. 0.04% Reduce -23.2% 8,391 $1.4M
Patten & Patten Inc. 0.08% Reduce -1.2% 8,366 $1.4M
Infrastructure Capital Advisors, LLC 0.20% Reduce -45.6% 8,352 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Reduce -2.8% 8,318 $1.4M
Smith, Moore & Co. 0.10% Reduce -11.6% 8,318 $1.4M
Ashton Thomas Securities, LLC 0.17% Reduce -25.9% 8,298 $1.4M
Wright Investors Service Inc. 0.43% Add +0.5% 8,281 $1.4M
Campbell Deegan Wealth Management, LLC 1.10% Add +0.3% 8,279 $1.4M
Cassaday & Co Wealth Management LLC 0.03% Add +0.3% 8,277 $1.4M
Advisor OS, LLC 0.10% Add +6.7% 8,276 $1.4M
Impact Capital Partners LLC 0.41% Reduce -53.1% 8,268 $1.4M
Lanark Financial, Inc. 0.10% Add +29.8% 8,257 $1.4M
Galvin, Gaustad & Stein, LLC 0.11% Reduce -10.7% 8,256 $1.4M
Jamison Private Wealth Management, Inc. 0.17% Reduce -0.6% 8,209 $1.4M
Private Wealth Partners, LLC 0.10% Add +27.1% 8,183 $1.4M
Vista Investment Partners LLC 0.36% Reduce -36.1% 8,172 $1.4M
Physicians Financial Services, Inc. 0.37% Add +2.3% 8,171 $1.4M
LMCG Investments, LLC 0.08% Reduce -0.8% 8,164 $1.3M
Seneca House Advisors 0.54% Add +0.9% 8,154 $1.3M
Alliance Wealth Advisors, LLC 0.64% Add +2.0% 8,145 $1.3M
Woodward Diversified Capital, LLC 0.61% Add +0.5% 8,534 $1.3M
Ranch Capital Advisors Inc. 0.49% Add +0.1% 8,054 $1.3M
Sovran Advisors, LLC 0.10% Add +9.8% 8,096 $1.3M
Summit Global Investments 0.08% Add +12.5% 8,074 $1.3M
First Commonwealth Financial Corp 0.21% Reduce -1.6% 8,047 $1.3M
NorthStar Asset Management LLC 0.64% Reduce -0.2% 8,039 $1.3M
McBroom & Associates, LLC 0.74% Add +5.0% 8,030 $1.3M
Evoke Wealth, LLC 0.02% Add +3.8% 7,905 $1.3M
CWS Financial Advisors, LLC 0.34% Add +0.2% 7,962 $1.3M
Tocqueville Asset Management L.P. 0.02% Reduce -3.8% 7,959 $1.3M
High Net Worth Advisory Group LLC 0.31% No change 7,926 $1.3M
Resonant Capital Advisors, LLC 0.07% Add +6.7% 7,851 $1.3M
HUB Investment Partners, LLC 0.03% Add +5.7% 7,883 $1.3M
First City Capital Management, Inc. 0.69% Add +19.7% 7,833 $1.3M
Storen Legacy Partners, LLC 0.41% Add +0.6% 7,832 $1.3M
Rahlfs Capital, LLC 0.95% No change 7,829 $1.3M
Transamerica Financial Advisors, LLC 0.11% Add +9.6% 7,791 $1.3M
Quadcap Wealth Management, LLC 0.15% Reduce -2.4% 7,820 $1.3M
Kapstone Financial Advisors LLC 0.63% Reduce -43.6% 7,812 $1.3M
Symmetry Partners, LLC 0.07% Add +0.4% 7,809 $1.3M
Cypress Wealth Services, LLC 0.18% Reduce -0.6% 7,806 $1.3M
SBI Okasan Asset Management Co.Ltd. 0.05% Reduce -5.9% 7,800 $1.3M
Mindset Wealth Management, LLC 0.34% Add +3.8% 7,743 $1.3M
Strategic Blueprint, LLC 0.07% Reduce -2.8% 7,741 $1.3M
SVB Wealth LLC 0.08% Reduce -8.5% 7,741 $1.3M
Phillips Wealth Planners LLC 0.96% Add +57.2% 7,008 $1.3M
Tranquilli Financial Advisor LLC 0.74% Reduce -3.8% 7,703 $1.3M
Athena Wealth Management, LLC 1.04% Add +49.7% 7,667 $1.3M
Fee-Only Financial Planning, L.C. 0.77% Reduce -0.8% 7,666 $1.3M
Wealth Architects, LLC 0.11% Add +0.2% 7,654 $1.3M
American Financial & Tax Strategies Inc. 0.61% No change 7,647 $1.3M
Stableford Capital II LLC 0.47% Reduce -1.6% 7,623 $1.3M
Neville Rodie & Shaw Inc. 0.09% Reduce -1.6% 7,595 $1.3M
GoalVest Advisory LLC 0.25% Reduce -15.2% 7,590 $1.3M
ICW Investment Advisors LLC 0.45% Add +0.4% 7,547 $1.2M
Stablepoint Partners, LLC 0.18% Add +2.9% 7,518 $1.2M
McGlone Suttner Wealth Management, Inc. 0.16% Add +4.5% 7,479 $1.2M
Walker Asset Management, LLC 0.67% Add +0.3% 7,478 $1.2M
Wagner Wealth Management, LLC 0.25% Add +4.6% 7,472 $1.2M
Bridgewater Advisors Inc. 0.07% Reduce -2.4% 6,661 $1.2M
San Luis Wealth Advisors LLC 0.20% Reduce -3.3% 7,453 $1.2M
Chilton Capital Management LLC 0.04% Add +0.4% 7,453 $1.2M
Kanawha Capital Management LLC 0.09% Reduce -2.7% 7,453 $1.2M
Guardian Partners Inc. 0.10% Add +0.0% 7,441 $1.2M
BIP Wealth, LLC 0.05% Add +7.2% 7,435 $1.2M
CDM Financial Counseling Services, Inc. 1.17% Add +2.8% 7,427 $1.2M
Compagnie Lombard Odier SCmA 0.02% Reduce -11.9% 7,410 $1.2M
Bouchey Financial Group, Ltd. 0.09% Add +0.4% 7,482 $1.2M
VeraBank, N.A. 0.22% Reduce -7.8% 7,322 $1.2M
Sageworth Trust Co 0.05% New 7,304 $1.2M
Kimelman & Baird, LLC 0.10% No change 7,297 $1.2M
Sterling Capital Management LLC 0.02% Add +144.4% 7,290 $1.2M
Orographic Financial Advisors, LLC 0.85% — 7,225 $1.2M
Gryphon Financial Partners LLC 0.13% Add +18.2% 7,267 $1.2M
Earned Wealth Advisors, LLC 0.08% Add +8.5% 7,252 $1.2M
Salvus Wealth Management, LLC 0.70% Reduce -3.2% 7,248 $1.2M
Capital Financial Group Inc\co\ 0.66% Add +2.5% 7,239 $1.2M
YANKCOM Partnership 0.49% Reduce -7.5% 7,223 $1.2M
Sagewood Asset Management LP 0.37% Add +9.3% 7,221 $1.2M
Ervin Investment Management, LLC 0.69% Reduce -1.5% 7,134 $1.2M
Pinebridge Investments LLC 0.01% Reduce -44.6% 7,133 $1.2M
Wellington Shields & Co., LLC 0.30% No change 7,132 $1.2M
Alpha Omega Wealth Management LLC 0.19% Reduce -2.6% 7,131 $1.2M
Bank of New Hampshire 0.27% No change 7,125 $1.2M
SevenBridge Financial Group, LLC 0.18% Reduce -1.0% 7,172 $1.2M
FDx Advisors, Inc. 0.37% Reduce -5.3% 7,087 $1.2M
Maimon Wealth Management LTD. 1.02% No change 7,077 $1.2M
Compass Wealth Management, LLC 0.50% No change 7,014 $1.2M
Duncker Streett & Co. Inc. 0.22% Add +0.1% 6,992 $1.2M
Main Street Group, LTD 0.37% Add +54.9% 6,984 $1.2M
Holland Advisory Services, Inc. 1.54% Reduce -7.8% 6,972 $1.2M
LRI Investments, LLC 0.10% Add +1.7% 6,963 $1.2M
James J. Burns & Company, LLC 0.16% Add +21.2% 6,959 $1.2M
McElhenny Sheffield Capital Management, LLC 0.29% Add +0.5% 6,958 $1.2M
Fourpath Capital Management, LLC 0.16% Reduce -11.3% 6,942 $1.1M
Drive Wealth Management, LLC 0.24% Add +9.6% 6,852 $1.1M
Keel Point, LLC 0.08% Add +3.8% 6,910 $1.1M
CNB Bank 0.48% Reduce -1.7% 6,880 $1.1M
Thrive Wealth Management, LLC 0.17% Reduce -5.7% 6,875 $1.1M
Grandfield & Dodd, LLC 0.06% Reduce -0.0% 6,865 $1.1M
Montecito Bank & Trust 0.19% Reduce -0.5% 6,850 $1.1M
Elevate Capital Advisors, LLC 0.73% Reduce -29.9% 6,844 $1.1M
Wealth Group, Ltd. 1.05% Add +0.0% 6,832 $1.1M
Argentarii, LLC 0.40% Add +13.2% 6,833 $1.1M
Allen Mooney & Barnes Investment Advisors LLC 0.16% Add +0.2% 6,831 $1.1M
Delta Investment Management, LLC 0.20% Add +0.0% 6,827 $1.1M
Forum Financial Management, LP 0.02% Reduce -51.5% 6,820 $1.1M
Bellecapital International Ltd. 0.20% Reduce -24.1% 6,819 $1.1M
DGS Capital Management, LLC 0.19% Add +18.6% 6,813 $1.1M
Capital Advisors Inc. 0.02% Add +3.3% 6,803 $1.1M
1900 Wealth Management LLC 0.07% Add +0.3% 6,795 $1.1M
Ancora Advisors LLC 0.02% Reduce -1.0% 6,784 $1.1M
Tandem Capital Management Corp. 0.56% Reduce -2.9% 6,779 $1.1M
Romano Brothers and Company 0.13% No change 6,772 $1.1M
Fairtree Asset Management (Pty) Ltd 0.51% Reduce -31.2% 6,756 $1.1M
Diversified Management Inc. 0.19% Add +173.8% 6,723 $1.1M
Keating Investment Counselors Inc. 0.28% Reduce -71.1% 6,723 $1.1M
Centennial Wealth Advisory LLC 0.27% Add +24.1% 6,719 $1.1M
Occidental Asset Management, LLC 0.13% Add +10.2% 6,712 $1.1M
Franklin Street Advisors Inc. 0.07% Add +0.4% 6,710 $1.1M
First Western Trust Bank 0.06% Reduce -2.4% 6,667 $1.1M
Woodard & Co. Asset Management Group Inc. 0.18% No change 6,663 $1.1M
Nicholas Wealth, LLC. 0.76% Add +10.7% 6,644 $1.1M
FourThought Financial Partners, LLC 0.09% Add +3.2% 6,643 $1.1M
Bill Few Associates, Inc. 0.26% Add +0.7% 6,630 $1.1M
Asset Advisory Group, Inc. 0.55% Add +0.0% 6,622 $1.1M
Keystone Wealth Services, LLC 0.23% Reduce -10.9% 6,611 $1.1M
Western Wealth Management, LLC 0.04% Add +28.9% 6,591 $1.1M
Segment Wealth Management, LLC 0.06% Add +126.6% 6,587 $1.1M
JB Capital LLC 0.04% Add +0.1% 6,572 $1.1M
Opal Wealth Advisors, LLC 0.25% Reduce -5.0% 6,566 $1.1M
Kornitzer Capital Management Inc. 0.02% Add +18.0% 6,552 $1.1M
Keynote Financial Services LLC 0.58% Reduce -2.1% 6,539 $1.1M
Integrated Advisors Network LLC 0.06% Reduce -35.0% 6,517 $1.1M
Manske Wealth Management 0.30% No change 6,504 $1.1M
Monument Capital Management 0.27% Reduce -0.1% 6,495 $1.1M
Waldron Private Wealth LLC 0.04% Reduce -5.7% 6,494 $1.1M
Aviance Capital Partners, LLC 0.13% Add +10.4% 6,488 $1.1M
Calamos Wealth Management LLC 0.04% Add +24.6% 6,484 $1.1M
Alchemi Wealth, LLC 0.59% Reduce -1.0% 6,460 $1.1M
V-Square Quantitative Management LLC 0.11% Add +15.4% 6,449 $1.1M
Strid Group, LLC 0.13% No change 6,444 $1.1M
Granite Investment Partners, LLC 0.07% No change 6,399 $1.1M
Northeast Investment Management 0.04% Reduce -0.9% 6,392 $1.1M
Brick & Kyle, Associates 0.35% New 6,357 $1.1M
McDonald Partners LLC 0.25% Reduce -2.3% 6,355 $1.1M
Main Street Financial Solutions, LLC 0.08% Add +3.8% 6,355 $1.1M
Circle Wealth Management, LLC 0.01% Add +13.7% 6,347 $1.0M
HCR Wealth Advisors 0.11% Reduce -2.9% 6,345 $1.0M
New Hampshire Trust 0.21% Reduce -11.1% 6,344 $1.0M
Albion Financial Group 0.07% No change 6,339 $1.0M
Lewis Asset Management, LLC 0.43% Add +3.1% 6,331 $1.0M
Versant Capital Management, Inc 0.10% Add +48.1% 6,327 $1.0M
Fishman Jay A Ltd. 0.09% No change 6,327 $1.0M
Klingman & Associates, LLC 0.05% Add +0.5% 6,325 $1.0M
Canandaigua National Corp. 0.09% — 6,287 $1.0M
Parallax Volatility Advisers, L.P. 0.06% New 6,732 $1.0M
71 West Capital Partners 0.05% Add +21.9% 6,232 $1.0M
Harbor Investment Advisory, LLC 0.08% Reduce -10.5% 6,216 $1.0M
TRUE Private Wealth Advisors 0.10% Add +0.4% 6,189 $1.0M
Ellis Investment Partners, LLC 0.18% Add +0.6% 6,188 $1.0M
Alta Advisers Ltd 0.37% No change 6,187 $1.0M
Raiffeisen Bank International AG 0.01% Add +7.3% 6,193 $1.0M
TBH Global Asset Management, LLC 0.21% Add +4.0% 6,173 $1.0M
Buckley Wealth Management, LLC 0.26% Add +13.2% 6,111 $1.0M
FSM Wealth Advisors, LLC 0.13% Add +7.0% 6,159 $1.0M
Uniting Wealth Partners, LLC 0.22% Reduce -9.3% 6,093 $1.0M
Summit Wealth Partners, LLC 0.16% Add +7.3% 6,147 $1.0M
HBW Advisory Services LLC 0.11% Reduce -31.1% 6,144 $1.0M
Cyndeo Wealth Partners, LLC 0.05% Add +17.3% 6,142 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 6,142 $1.0M
Baxter Bros Inc. 0.13% Reduce -3.9% 6,138 $1.0M
Ingalls & Snyder LLC 0.04% Reduce -11.6% 6,124 $1.0M
Iams Wealth Management, LLC 0.35% Add +40.3% 6,112 $1.0M
WP Advisors, LLC 0.26% Add +0.8% 6,110 $1.0M
Hendershot Investments Inc. 0.14% No change 6,110 $1.0M
Purkiss Capital Advisors LLC 0.44% Add +19.5% 6,099 $1.0M
Novem Group 0.12% Reduce -5.8% 6,082 $1.0M
Pinion Investment Advisors, LLC 0.23% Reduce -12.9% 6,070 $1.0M
Leo Wealth, LLC 0.07% Add +1.9% 6,062 $1.0M
Allred Capital Management, LLC 0.36% Add +0.9% 6,049 $1.0M
AMG National Trust Bank 0.02% Add +22.2% 6,042 $999K
Paradigm Capital Management, LLC 0.92% Add +2.8% 6,017 $995K
RBF Capital, LLC 0.05% New 6,000 $992K
Smith Shellnut Wilson LLC 0.43% Reduce -2.0% 5,987 $990K
Value Investment Professionals, LLC 2.18% No change 5,974 $988K
Aspen Grove Capital, LLC 0.19% Reduce -0.6% 5,913 $986K
Teucrium Investment Advisors, LLC 0.76% New 5,959 $985K
Jag Capital Management, LLC 0.11% Add +0.1% 5,948 $983K
SHP Wealth Management 0.07% Reduce -10.8% 5,947 $983K
Nations Financial Group Inc, /Ia/ 0.05% Add +134.6% 5,945 $983K
Magnus Financial Group LLC 0.08% Reduce -14.6% 5,945 $983K
Center for Financial Planning, Inc. 0.10% Reduce -1.4% 5,945 $983K
Howard Capital Management, LLC 0.02% Reduce -50.8% 5,944 $983K
Hills Bank & Trust Co 0.05% Add +7.7% 5,934 $981K
Plimoth Trust Co. LLC 0.22% Add +1.8% 5,918 $978K
Cherokee Insurance Co 0.37% No change 5,900 $976K
Yacktman Asset Management 0.01% Reduce -6.3% 5,900 $976K
PDS Planning, Inc 0.06% Add +3.6% 5,873 $971K
Journey Retirement Planning & Investment Management LLC 0.86% Reduce -66.3% 5,872 $971K
Interchange Capital Partners, LLC 0.31% Reduce -14.8% 6,098 $971K
Marshall Financial Group, LLC 0.15% Reduce -3.2% 5,852 $968K
Walter & Keenan Wealth Management LLC /in/ 0.27% Add +1.2% 5,847 $967K
WealthPlan Investment Management, LLC 0.05% Reduce -18.0% 5,840 $966K
Visionary Wealth Advisors 0.04% Reduce -7.0% 5,825 $963K
Park Place Capital Corp 0.19% Reduce -0.5% 5,800 $959K
Sfmg, LLC 0.07% Add +1.5% 5,791 $957K
Brevan Howard Capital Management LP 0.01% New 5,784 $956K
CacheTech Inc. 0.18% Add +75.8% 5,783 $956K
Exencial Wealth Advisors, LLC 0.03% Reduce -4.9% 5,777 $955K
Moss Adams Wealth Advisors LLC 0.07% Add +10.3% 5,725 $955K
Moody National Bank Trust Division 0.09% Reduce -4.4% 5,774 $955K
General Partner, Inc. 0.58% No change 5,768 $954K
Bedel Financial Consulting, Inc. 0.11% Add +0.0% 5,764 $953K
Cornerstone Advisory, LLC 0.09% Add +3.8% 5,757 $952K
Uncommon Cents Investing LLC 0.22% Reduce -0.2% 5,756 $952K
Leonard Rickey Investment Advisors P.L.L.C. 0.16% Add +6.2% 5,748 $950K
RFP Financial Group LLC 0.52% Reduce -0.3% 5,748 $950K
Farmers National Bank 0.21% Add +10.2% 5,736 $948K
Burford Brothers, Inc. 0.39% Reduce -0.0% 5,733 $948K
Centennial Bank 0.34% Reduce -6.5% 5,709 $944K
Rexford Capital Inc. 0.67% Add +5.2% 5,700 $942K
Elgethun Capital Management 0.16% Add +22.6% 5,696 $942K
Whalen Wealth Management Inc. 0.50% Add +5.7% 5,685 $940K
KFA Private Wealth Group, LLC 0.23% Add +1.1% 5,678 $939K
Delta Asset Management LLC 0.09% Reduce -8.1% 5,666 $937K
Certuity, LLC 0.06% Add +15.6% 5,664 $937K
Trilogy Capital Inc. 0.04% Reduce -11.4% 5,659 $936K
Blackstone Inc. 0.00% Reduce -0.3% 5,655 $935K
Regal Investment Advisors LLC 0.05% Reduce -13.3% 5,654 $935K
Traphagen Investment Advisors LLC 0.08% Add +0.0% 5,641 $933K
Relyea Zuckerberg Hanson LLC 0.09% Reduce -24.4% 5,637 $932K
Naviter Wealth, LLC 0.12% Add +20.0% 5,587 $932K
Armbruster Capital Management, Inc. 0.15% Add +0.4% 5,619 $929K
SLT Holdings LLC 0.66% Add +17.0% 5,617 $929K
Tradewinds, LLC. 0.30% Add +0.5% 5,579 $928K
Woodmont Investment Counsel LLC 0.06% Reduce -2.2% 5,599 $926K
Uhlmann Price Securities, LLC 0.06% Add +351.0% 5,642 $925K
Diversified Enterprises, LLC 0.05% Add +12.7% 5,575 $922K
Legacy Advisors, LLC 0.11% Add +8.5% 5,509 $919K
Ti-Trust, Inc. 0.55% Reduce -0.1% 5,549 $917K
Forthright Family Wealth Advisory LLC 0.61% Reduce -1.0% 10,002 $916K
Northwest Bancshares, Inc. 0.18% Reduce -4.4% 5,541 $916K
Harbour Trust & Investment Management Co 0.10% Add +2.8% 5,538 $916K
Purewater Capital LLC 0.87% — 5,510 $911K
Fund Advisors of America Inc 0.92% Reduce -11.0% 5,509 $911K
MJP Associates Inc. 0.11% Add +4.7% 5,500 $909K
Candriam S.C.A. 0.00% Add +3.8% 5,482 $906K
McGowan Group Asset Management, Inc. 0.12% Reduce -3.2% 5,479 $906K
Birch Hill Investment Advisors LLC 0.04% Reduce -0.9% 5,471 $905K
Plancorp, LLC 0.03% Add +0.9% 5,635 $904K
Beacon Investment Advisory Services, Inc. 0.04% Reduce -2.6% 5,466 $904K
Aventura Private Wealth, LLC 0.33% No change 5,465 $904K
CI Investments Inc. 0.00% Reduce -1.4% 5,463 $903K
Valmark Advisers, Inc. 0.01% Reduce -1.1% 5,462 $903K
WBH Advisory Inc. 0.07% Reduce -0.3% 5,734 $902K
Howard Financial Services, LTD. 0.10% Add +9.2% 5,456 $902K
Columbia Asset Management 0.17% No change 5,455 $902K
Brooks, Moore & Associates, Inc. 0.45% Reduce -8.4% 5,450 $901K
Van Hulzen Asset Management, LLC 0.07% Add +35.3% 5,442 $900K
Parcion Private Wealth LLC 0.06% Add +9.3% 5,439 $899K
Formidable Asset Management, LLC 0.14% Add +3.8% 5,604 $899K
Astoria Portfolio Advisors LLC. 0.19% Reduce -2.1% 5,586 $899K
West Family Investments, Inc. 0.31% Reduce -33.5% 5,424 $897K
Wealth Enhancement Trust Services, Inc. 0.11% Reduce -1.1% 5,409 $894K
Tandem Investment Advisors, Inc. 0.04% Add +31.9% 5,329 $881K
Crescent Grove Advisors, LLC 0.09% Add +2.8% 5,274 $880K
Tradition Wealth Management, LLC 0.06% Add +6.6% 5,312 $878K
Flagship Harbor Advisors, LLC 0.04% New 5,291 $875K
MCF Advisors LLC 0.04% Add +34.9% 5,253 $875K
IRON Financial LLC 0.38% New 5,282 $873K
Claro Advisors Inc. 0.10% Reduce -5.7% 5,269 $871K
Pitcairn Wealth Advisors LLC 0.08% No change 5,397 $866K
American National Bank & Trust 0.08% Add +2.6% 5,216 $862K
Guilbault Capital LLC 0.94% No change 5,215 $862K
TCI Wealth Advisors, Inc. 0.05% Add +0.1% 5,205 $861K
Heritage Family Offices, LLP 0.38% Add +13.2% 5,204 $860K
Everpar Advisors LLC 0.30% Add +14.9% 5,204 $860K
Rothschild Wealth LLC 0.08% Add +84.7% 5,203 $860K
SCS Capital Management LLC 0.01% Add +14.1% 5,189 $859K
Roehl & Yi Investment Advisors, LLC 0.32% Add +1.7% 5,185 $857K
Silver Oak Securities, Incorporated 0.06% Add +10.1% 5,180 $857K
Defiance ETFs, LLC 0.01% New 5,180 $856K
Seelaus Asset Management LLC 0.62% Add +18.3% 5,176 $856K
SageGuard Financial Group, LLC 0.13% Reduce -34.3% 5,176 $856K
Shum Financial Group, Inc. 0.60% Reduce -1.5% 5,155 $852K
First National Bank Sioux Falls 0.23% Reduce -0.1% 5,455 $852K
CMG Global Holdings, LLC 0.41% Add +0.1% 5,147 $851K
Old Peak Finance LLC 0.50% Reduce -8.0% 5,137 $849K
Wrapmanager Inc. 0.29% Reduce -3.2% 5,134 $849K
Quotient Wealth Partners, LLC 0.02% Reduce -0.3% 5,130 $848K
Triangle Securities Wealth Management 0.19% Reduce -0.5% 5,130 $848K
Enterprise Financial Services Corp 0.43% Add +2.2% 5,111 $845K
Harris Associates (Oakmark Funds) 0.00% No change 5,099 $843K
Juno Financial Group LLC 0.33% Add +0.9% 5,097 $843K
Evelyn Partners Investment Management LLP 0.02% Reduce -0.8% 5,092 $842K
Trustmark Bank Trust Department 0.05% Reduce -9.1% 5,090 $842K
Herold Advisors, Inc. 0.18% Reduce -9.6% 5,088 $841K
Bison Wealth, LLC 0.08% Reduce -2.5% 4,476 $841K
Faithward Advisors, LLC 0.12% New 4,752 $840K
Wingate Wealth Advisors, Inc. 0.45% Reduce -0.2% 5,076 $839K
Castleview Partners, LLC 0.43% Add +2.4% 5,033 $832K
Tiaa Trust, National Association 0.05% Reduce -95.1% 5,029 $831K
Focus Financial Network, Inc. 0.03% Reduce -15.4% 5,001 $827K
Reaves W H & Co. Inc. 0.01% No change 5,000 $827K
Edgestream Partners, L.P. 0.03% Add +15.1% 4,993 $826K
Cross Staff Investments Inc 0.42% Reduce -5.5% 4,992 $825K
Oakworth Capital, Inc. 0.04% Reduce -1.2% 4,984 $824K
Perryman Financial Advisory Inc. 0.12% Reduce -0.8% 4,976 $823K
Code Waechter LLC 0.49% Add +37.9% 4,976 $823K
Evanson Asset Management, LLC 0.04% Reduce -0.3% 4,970 $822K
Ridgecrest Wealth Partners, LLC 0.45% No change 4,961 $820K
Capital Advisors, Ltd. LLC 0.09% Add +1.2% 4,952 $819K
Invst, LLC 0.09% Reduce -61.9% 4,944 $817K
Emissary Wealth LLC 0.77% Reduce -3.5% 4,943 $817K
Harrell Investment Partners, LLC 0.19% Add +122.1% 4,937 $816K
Washington Trust Advisors, Inc. 0.07% Add +1.0% 4,935 $816K
Tompkins Financial Corp. 0.06% Reduce -49.2% 4,930 $815K
Evansbrook LLC 0.54% No change 4,924 $814K
Catalyst Funds Management Pty Ltd 0.14% New 4,922 $814K
SmartHarvest Portfolios, LLC 0.34% Reduce -16.5% 4,914 $812K
Hilltop Partners LLC 0.21% No change 4,902 $810K
Yoffe Investment Management, LLC 1.04% No change 4,900 $810K
Optas, LLC 0.12% Add +10.9% 4,894 $809K
Chilton Investment Co. Inc. 0.02% Reduce -36.3% 4,891 $809K
KG Capital Management 0.58% Reduce -4.9% 4,882 $807K
US Asset Management LLC 0.70% Reduce -0.5% 4,877 $806K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.19% No change 4,877 $806K
WASHINGTON TRUST Co 0.03% Reduce -0.3% 4,876 $806K
PCB Capital LLC 1.27% Reduce -8.3% 4,868 $805K
Piedmont Capital Management, LLC 0.54% Add +2.4% 4,867 $805K
Courier Capital LLC 0.04% Add +22.2% 4,851 $802K
Laurion Capital Management LP 0.08% New 4,849 $802K
First National Bank & Trust Co. of Newtown 0.17% Reduce -35.6% 4,845 $801K
Neo Ivy Capital Management 0.21% Add +250.3% 4,834 $799K
Virtue Capital Management, LLC 0.12% Add +6.9% 4,845 $799K
Kennebec Savings Bank 0.72% Reduce -1.1% 4,830 $799K
Wealth Quarterback LLC 0.31% Reduce -32.3% 4,804 $794K
Graver Capital Management, LLC 0.60% No change 4,800 $794K
Spirit of America Management Corp. 0.16% No change 4,800 $794K
Sivia Capital Partners, LLC 0.15% Reduce -48.5% 4,799 $793K
Aviso Wealth Management 0.36% Add +14.2% 4,798 $793K
Waddell & Associates, LLC 0.04% Add +19.6% 4,774 $789K
OneAscent Financial Services LLC 0.04% Add +154.9% 4,759 $787K
Fragasso Financial Advisors Inc 0.05% Add +23.6% 4,896 $785K
Philip James Wealth Mangement, LLC 0.10% Reduce -0.5% 4,730 $782K
Kennedy Investment Group, Inc. 0.31% Reduce -0.1% 4,730 $782K
Steph & Co. 0.22% Add +0.3% 4,701 $777K
Sather Financial Group Inc 0.05% No change 4,693 $776K
FWL Investment Management, LLC 0.17% Add +3978.3% 4,690 $775K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -15.5% 4,674 $773K
Income Insurance Ltd 0.53% No change 4,673 $773K
Skyline Advisors, Inc. 0.27% Reduce -0.6% 4,660 $770K
VAUGHAN & Co SECURITIES, INC. 0.40% Reduce -3.5% 4,659 $770K
Allen Capital Group, LLC 0.07% Add +8.9% 4,647 $768K
FUKOKU MUTUAL LIFE INSURANCE Co 0.05% Reduce -5.7% 4,636 $767K
Avior Wealth Management, LLC 0.02% Add +16.7% 4,624 $764K
Horst & Graben Wealth Management LLC 0.10% Add +3.0% 4,749 $764K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +1.0% 4,621 $764K
Powers Advisory Group, LLC 0.27% Reduce -0.1% 4,616 $763K
KCM Investment Advisors LLC 0.03% Reduce -0.2% 4,612 $763K
GWN Securities Inc. 0.15% Reduce -6.7% 4,602 $761K
Ipswich Investment Management Co., Inc. 0.18% Reduce -6.1% 4,593 $759K
Peoples Financial Services Corp. 0.36% No change 4,589 $759K
MBA Advisors LLC 0.29% Reduce -9.8% 4,587 $758K
PFG Advisors 0.04% Add +6.4% 4,581 $757K
Parvin Asset Management, LLC 0.56% No change 4,570 $756K
Verition Fund Management LLC 0.01% Reduce -91.3% 4,567 $755K
Viawealth, LLC 0.42% Add +0.6% 4,561 $754K
Sompo Asset Management Co., Ltd. 0.14% Reduce -36.6% 4,560 $754K
Choate Investment Advisors 0.01% Reduce -7.5% 4,554 $753K
Maia Wealth LLC 0.13% Reduce -3.6% 4,551 $753K
Accredited Investors Inc. 0.04% Reduce -2.9% 4,545 $752K
Asahi Life Asset Management Co., LTD. 0.48% New 4,529 $749K
Wolff Financial Management LLC 0.17% No change 4,523 $748K
Berger Financial Group, Inc 0.04% Reduce -0.7% 4,512 $746K
Capital Asset Advisory Services LLC 0.03% Reduce -6.3% 4,729 $745K
Griffin Asset Management, Inc. 0.08% Reduce -2.1% 4,506 $745K
Traynor Capital Management, Inc. 0.04% Add +0.2% 4,513 $744K
Jump Financial, LLC 0.01% Add +69.2% 4,497 $744K
Absher Wealth Management, LLC 0.09% Reduce -2.6% 4,483 $741K
SIMA Wealth Partners, LLC 0.56% Add +0.7% 4,482 $741K
China Universal Asset Management Co., Ltd. 0.06% Add +9.2% 4,433 $738K
Heartwood Wealth Advisors LLC 0.06% Add +33.0% 4,465 $738K
BSW Wealth Partners 0.09% Add +0.7% 4,459 $737K
Financial Engines Advisors L.L.C. 0.00% Add +40.2% 4,451 $736K
Chesapeake Wealth Management 0.23% Add +0.2% 4,448 $735K
Arvest Bank Trust Division 0.04% Add +3.9% 4,448 $735K
Sentry LLC 0.23% Reduce -3.1% 4,447 $735K
Vann Equity Management LLC 0.52% — 4,447 $735K
Trek Financial, LLC 0.04% Add +1.2% 4,446 $735K
Atlas Brown,Inc. 0.22% Reduce -7.3% 4,432 $733K
GC Wealth Management RIA, LLC 0.03% Reduce -16.4% 4,424 $731K
Wills Financial Group LLC 0.28% No change 3,892 $731K
Kintra Wealth, LLC 0.05% Add +107.9% 4,415 $730K
Sharp Wealth Advisory, LLC 0.36% No change 4,406 $729K
Blalock Williams, LLC 0.56% Add +7.2% 4,396 $727K
JFS Wealth Advisors, LLC 0.04% Reduce -2.6% 4,389 $726K
Atwood & Palmer Inc. 0.04% Reduce -3.3% 4,386 $725K
Coign Capital Advisors LLC 0.38% Add +5.0% 4,359 $721K
Davidson Trust Co. 0.31% Add +6.8% 4,359 $721K
Fiduciary Alliance LLC 0.04% Reduce -8.9% 4,577 $719K
Winning Points Advisors, LLC 0.72% Reduce -3.6% 4,349 $719K
Balboa Wealth Partners 0.12% Reduce -0.8% 4,342 $718K
Gibson Capital, LLC 0.13% No change 4,340 $718K
Empower Advisory Group, LLC 0.00% Reduce -11.6% 4,339 $717K
Founders Grove Wealth Partners, LLC 0.16% Add +4.8% 4,338 $717K
Spartan Wealth Advisory Services LLC 0.06% — 4,337 $717K
Rather & Kittrell, Inc. 0.11% Add +3.1% 4,328 $716K
Per Stirling Capital Management, LLC. 0.08% Add +1.3% 4,314 $713K
Cromwell Holdings LLC 0.40% No change 4,270 $712K
Vestor Capital, LLC 0.05% Add +84.5% 4,301 $711K
Diamant Asset Management, Inc. 0.52% Add +16434.0% 710,962 $711K
Triad Wealth Partners, LLC 0.06% Add +9.4% 4,295 $710K
Crewe Advisors LLC 0.06% Add +1.9% 4,292 $710K
Nwam LLC 0.04% Reduce -14.7% 4,283 $708K
Adalta Capital Management LLC 0.34% No change 4,240 $707K
Winthrop Partners - WNY, LLC 0.38% No change 4,275 $707K
Bull Harbor Capital LLC 0.19% — 4,260 $704K
W Advisors, LLC 0.36% Reduce -0.3% 4,252 $703K
TSG Advice Partners, LLC 0.11% Add +2.7% 4,249 $703K
LeConte Wealth Management, LLC 0.45% Add +53.9% 4,244 $702K
Schulhoff & Co. Inc. 0.29% Add +0.1% 4,240 $701K
HHM Wealth Advisors, LLC 0.08% Add +18.3% 4,231 $700K
Wealth Dimensions Group, Ltd. 0.14% Add +4.1% 4,230 $699K
Ewa, LLC 0.16% Add +12.2% 4,215 $697K
Aegis Wealth Management LLC 0.40% Reduce -2.5% 4,214 $697K
Probity Advisors, Inc. 0.11% Reduce -3.1% 4,213 $697K
Smith Partners Wealth Management, LLC 0.62% No change 4,200 $694K
Blackhill Capital Inc. 0.04% No change 4,200 $694K
Ritter Daniher Financial Advisory LLC / DE 0.12% Reduce -1.3% 4,194 $693K
Greatmark Investment Partners, Inc. 0.08% Reduce -0.6% 4,177 $691K
Stonehage Fleming Financial Services Holdings Ltd 0.03% Reduce -50.5% 4,175 $690K
Baker Tilly Wealth Management, LLC 0.17% Add +12.9% 4,172 $690K
Financial Management Professionals, Inc. 0.08% Add +1.5% 4,134 $690K
Game Plan Financial Advisors, LLC 0.32% Reduce -1.2% 4,165 $689K
Westshore Wealth, LLC 0.24% Add +5.6% 4,159 $688K
Prostatis Group LLC 0.18% Reduce -2.9% 4,157 $687K
CDKV Holdings LLC 0.60% No change 4,144 $685K
CFO4Life Group, LLC 0.10% Reduce -1.6% 4,143 $685K
Mayfair Advisory Group, LLC 0.24% Add +0.1% 4,139 $684K
First National Advisers, LLC 0.10% Add +20.6% 4,139 $684K
Novak & Powell Financial Services, Inc. 0.37% Reduce -1.7% 4,135 $684K
Guardian Wealth Advisors, LLC / NC 0.04% Add +0.6% 4,122 $682K
Hemenway Trust Co LLC 0.05% No change 4,120 $681K
KPP Advisory Services LLC 0.10% New 4,115 $680K
Avity Investment Management Inc. 0.05% Reduce -1.2% 4,112 $680K
Alpha Family Trust 0.33% No change 4,110 $680K
Independence Wealth Advisors, LLC 0.36% Add +53.2% 4,101 $678K
Wiregrass Investment Management LLC 0.56% New 4,097 $677K
Old Second National Bank of Aurora 0.14% No change 4,086 $676K
Fiera Capital Corp 0.00% No change 4,080 $675K
CYBER HORNET ETFs LLC 0.44% Reduce -6.2% 4,279 $675K
Axim Planning & Wealth 0.82% No change 4,075 $674K
Cape Investment Advisory, Inc. 0.22% Reduce -0.6% 4,073 $673K
Quent Capital, LLC 0.05% Add +4.5% 4,073 $673K
VestGen Investment Management 0.37% Add +7.9% 4,072 $673K
Partners in Financial Planning 0.11% No change 4,066 $672K
Leslie Global Wealth, LLC 0.35% Add +0.5% 4,049 $669K
NFSG Corp 0.11% Add +2.3% 4,044 $669K
Farringdon Capital, Ltd. 0.15% Reduce -15.6% 4,043 $668K
Boit C F David 0.29% Add +5.2% 4,020 $665K
Navellier & Associates Inc. 0.07% Add +0.0% 4,012 $663K
Wakefield Asset Management LLLP 0.18% New 4,008 $663K
Wallace Advisory Group, LLC 0.71% Add +7.3% 4,008 $663K
Analyst IMS Investment Management Services Ltd. 0.02% Add +117.2% 4,001 $662K
Providence Financial Advisors, LLC 0.38% No change 4,000 $661K
Elyxium Wealth, LLC 0.21% Reduce -22.6% 3,986 $659K
Zullo Investment Group, Inc. 0.25% No change 3,961 $655K
One Wealth Advisors, LLC 0.08% Add +0.7% 3,960 $655K
Wbi Investments, LLC 0.18% New 3,954 $654K
Millington Securities, LLC 0.18% — 3,954 $654K
KDT Advisors, LLC 1.04% No change 3,954 $654K
Carson Advisory Inc. 0.34% Add +0.1% 3,954 $654K
LaSalle St. Investment Advisors, LLC 0.09% Add +21.9% 3,948 $653K
Detalus Advisors, LLC 0.15% Add +0.1% 3,944 $652K
Blake Schutter Theil Wealth Advisors, LLC 0.53% Reduce -0.1% 3,939 $651K
Ceeto Capital Group, LLC 0.20% No change 3,900 $651K
LexAurum Advisors, LLC 0.08% — 3,937 $651K
IAM Advisory, LLC 0.15% Add +0.1% 3,917 $648K
Intrua Financial, LLC 0.07% Reduce -1.6% 3,907 $646K
True North Advisors, LLC 0.07% Reduce -5.6% 3,904 $646K
E&G Advisors, LLC 0.14% Add +0.8% 3,902 $645K
Coastline Trust Co 0.06% Add +15.6% 3,902 $645K
Tsfg, LLC 0.10% Add +11.1% 3,896 $644K
Facet Wealth, Inc. 0.01% Add +43.8% 3,892 $644K
Douglas Lane & Associates, LLC 0.01% Reduce -4.9% 3,854 $637K
Sargent Investment Group, LLC 0.08% Add +2.5% 3,848 $636K
Valtrion Capital Management, LLC 0.60% Reduce -7.7% 3,843 $635K
Trustco Bank Corp. N Y 0.56% No change 3,835 $634K
Ameriflex Group, Inc. 0.32% Reduce -11.4% 3,833 $634K
Mattern Wealth Management LLC 0.12% Reduce -26.5% 3,829 $633K
Marco Investment Management LLC 0.05% Add +18.6% 3,825 $632K
QTR Family Wealth, LLC 0.26% Reduce -4.1% 3,965 $632K
Private Advisory Group LLC 0.04% Add +6.6% 3,820 $632K
Beckerman Institutional, LLC 0.33% No change 3,809 $630K
Naples Global Advisors, LLC 0.05% Add +2.3% 3,780 $629K
Ayrshire Capital Management LLC 0.33% No change 3,800 $628K
BostonPremier Wealth LLC 0.32% Add +2.7% 3,796 $628K
Garrett Wealth Advisory Group, LLC 0.11% Add +21.9% 3,791 $627K
Northstar Advisory Group, LLC 0.24% Add +0.1% 3,772 $624K
Gallagher Fiduciary Advisors, LLC 0.02% Add +1.7% 3,769 $623K
ABN AMRO Bank N.V. 0.01% Reduce -5.7% 3,750 $623K
Moneco Advisors, LLC 0.05% Add +2.7% 3,765 $623K
Elwood Capital Partners LP 0.60% Reduce -75.0% 3,761 $622K
Creative Financial Designs Inc. 0.04% Add +4.6% 3,753 $621K
Nemes Rush Group LLC 0.06% Add +37.6% 3,752 $620K
Verus Capital Partners, LLC 0.04% Reduce -5.4% 3,748 $620K
Prentice Wealth Management LLC 0.14% Add +0.6% 3,745 $619K
Ledyard National Bank 0.05% Reduce -0.1% 3,745 $619K
Alpine Bank Wealth Management 0.09% Add +2.8% 3,743 $619K
Optimize Financial Inc. 0.30% Reduce -0.4% 3,736 $618K
Widmann Financial Services, Inc. 0.37% No change 3,727 $616K
Moody Aldrich Partners LLC 0.11% Reduce -33.4% 3,722 $615K
Westside Investment Management, Inc. 0.09% Add +526.3% 3,745 $615K
Pathway Financial Advisors LLC 0.08% No change 3,882 $614K
Register Financial Advisors LLC 0.23% Add +48.8% 3,712 $614K
Hamilton Point Investment Advisors, LLC 0.09% No change 3,672 $613K
Cohen Investment Advisors LLC 0.29% Add +1.5% 3,695 $611K
Horizon Investment Services, LLC 0.21% Reduce -2.6% 3,693 $611K
VUB Generali dochodkova spravcovska spolocnost, a.s. 0.48% No change 3,686 $609K
Focused Wealth Management, Inc 0.06% Add +28.8% 3,680 $608K
Nikulski Financial, Inc. 0.15% Add +30.9% 3,675 $608K
Root Financial Partners, LLC 0.03% Add +16.2% 3,678 $608K
Greenline Partners, LLC 0.07% No change 3,666 $606K
Claris Financial LLC 0.33% Add +0.4% 3,661 $605K
Hillsdale Investment Management Inc. 0.02% Reduce -74.9% 3,661 $605K
Laurel Oak Wealth Management, LLC 0.10% Add +0.8% 3,646 $603K
Bernardo Wealth Planning LLC 0.12% Add +0.7% 3,634 $601K
Silverlake Wealth Management LLC 0.13% Reduce -4.2% 3,633 $601K
Chancellor Financial Group WB LP 0.43% Add +0.3% 3,627 $600K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% Reduce -0.8% 3,625 $599K
Azimuth Capital Investment Management LLC 0.02% Reduce -8.8% 3,625 $599K
Godsey & Gibb, Inc. 0.05% Reduce -0.7% 3,621 $599K
Powell Investment Advisors, LLC 0.21% No change 3,587 $598K
Omnia Family Wealth, LLC 0.19% Reduce -13.5% 3,587 $598K
Resources Management Corp. /CT/ 0.08% No change 3,600 $595K
May Hill Capital, LLC 0.15% Add +4.7% 3,595 $594K
Bangor Savings Bank 0.05% Reduce -0.7% 3,595 $594K
Caldwell Sutter Capital, Inc. 0.24% No change 3,593 $594K
Longfellow Investment Management Co. LLC 0.12% No change 3,593 $594K
World Equity Group, Inc. 0.15% Add +61.4% 3,582 $592K
XY Planning Network, Inc. 0.09% Add +28.5% 3,764 $592K
German American Bancorp, Inc. 0.05% No change 3,581 $592K
Rayburn West Financial Services LLC 0.35% No change 3,574 $591K
Royal Capital Wealth Management, LLC 0.37% Add +0.1% 3,572 $591K
Blue Edge Capital, LLC 0.08% Add +0.8% 3,570 $590K
Legacy Private Trust Co. 0.04% Reduce -0.8% 3,570 $590K
Capital Advisors Wealth Management, LLC 0.08% Add +5.6% 3,561 $589K
Marks Group Wealth Management, Inc 0.06% Add +168.0% 3,556 $588K
Stonebrook Private Inc. 0.13% Reduce -0.2% 3,555 $588K
Bluespring Wealth Management, LLC 0.05% Add +40.0% 3,516 $587K
Schrum Private Wealth Management LLC 0.45% No change 3,532 $584K
Patriot Investment Management Group, Inc. 0.04% Reduce -3.6% 3,529 $583K
Eastern Bank 0.01% Add +7.4% 3,528 $583K
Adell Harriman & Carpenter Inc. 0.04% No change 3,522 $582K
Xcel Wealth Management, LLC 0.16% Add +8.5% 3,517 $581K
Mach-1 Financial Group, LLC 0.20% Reduce -69.8% 3,516 $581K
Westmount Partners, LLC 0.14% Add +0.3% 3,511 $581K
Wallace Capital Management Inc. 0.07% No change 3,511 $581K
Elmwood Wealth Management, Inc. 0.16% Reduce -0.4% 3,505 $580K
Invariant Investment Management 0.36% Add +53.7% 3,586 $578K
J. L. Bainbridge & Co., Inc. 0.05% Add +0.2% 3,491 $577K
Emprise Bank 0.23% No change 3,488 $577K
Vermillion & White Wealth Management Group, LLC 0.33% Reduce -0.5% 3,471 $574K
Pathfinder Wealth Consulting, Inc. 0.37% Add +0.8% 3,468 $573K
Forbes Financial Planning, Inc. 0.33% No change 3,461 $572K
Granite Group Advisors, LLC 0.35% Reduce -0.3% 3,633 $572K
Buckhead Capital Management LLC 0.22% Reduce -1.7% 3,455 $571K
Marble Harbor Investment Counsel, LLC 0.06% No change 3,443 $569K
Kentucky Trust Co 0.30% Reduce -1.4% 3,427 $567K
Mosaic Family Wealth Partners, LLC 0.06% Add +165.2% 3,426 $566K
Benin Management CORP 0.13% Add +2.1% 3,423 $566K
Generali Investments, Management Co LLC 0.13% Reduce -1.3% 3,423 $566K
Krane Funds Advisors LLC 0.02% Add +44.1% 3,555 $565K
Foster Dykema Cabot & Partners, LLC 0.04% No change 3,386 $565K
Adams Wealth Management 0.12% Add +3.7% 3,413 $564K
Howland Capital Management LLC 0.02% Reduce -1.8% 3,382 $564K
Capital Planning Advisors, LLC 0.08% Reduce -4.6% 3,408 $563K
Financial Solutions Advisory Group, Inc. 0.08% — 3,408 $563K
Baader Bank Aktiengesellschaft 0.06% Reduce -53.3% 3,406 $563K
Vanguard Capital Wealth Advisors 0.52% Reduce -2.7% 3,394 $561K
TFC Financial Management, Inc. 0.07% Reduce -1.9% 3,394 $561K
Next Capital Management LLC 0.17% New 3,380 $559K
Innovative Asset Advisors Group, LLC 0.32% — 3,340 $557K
Brookwood Investment Group LLC 0.07% Reduce -4.0% 3,367 $557K
AEGON ASSET MANAGEMENT UK Plc 0.01% Add +4.3% 3,363 $556K
Dividend Assets Capital, LLC 0.11% Add +21.7% 3,362 $556K
Telos Capital Management, Inc. 0.05% Add +8.2% 3,358 $555K
Penobscot Investment Management Company, Inc. 0.04% No change 3,348 $554K
Clear Harbor Asset Management, LLC 0.04% Add +15.6% 3,343 $553K
Alliance Wealth Advisors, LLC 0.12% Reduce -10.7% 3,336 $552K
Biltmore Family Office, LLC 0.08% New 3,303 $551K
Beacon Capital Management, LLC 0.10% Reduce -0.2% 3,329 $550K
Thrive Capital Management, LLC 0.12% Add +0.8% 3,328 $550K
Hazlett, Burt & Watson, Inc. 0.17% Add +0.0% 3,321 $549K
Robertson Stephens Wealth Management, LLC 0.02% Add +11.2% 3,286 $548K
Camden National Bank 0.07% Reduce -7.0% 3,308 $547K
1ST Source Bank 0.03% Add +21.8% 3,305 $546K
Crews Bank & Trust 0.08% No change 3,304 $546K
Field & Main Bank 0.16% No change 3,300 $546K
CoreFirst Bank & Trust 0.29% Reduce -10.2% 3,293 $544K
Sovereign Financial Group, Inc. 0.09% Add +8.9% 3,292 $544K
Private Client Services, LLC 0.16% Add +72.9% 3,287 $543K
Simon Quick Advisors, LLC 0.02% Add +14.2% 3,284 $543K
Concentric Capital Strategies, LP 0.05% Reduce -94.9% 3,277 $542K
Accel Wealth Management 0.14% Add +0.4% 3,275 $542K
Obermeyer Wealth Partners 0.02% Reduce -0.6% 3,258 $539K
Okabena Investment Services Inc. 0.10% No change 3,257 $539K
CRA Financial Services, LLC 0.07% Add +4.4% 3,250 $537K
Garde Capital, Inc. 0.03% No change 3,241 $536K
Payne Capital Management, LLC 0.16% Add +25.1% 3,236 $535K
Fermata Advisors, LLC 0.12% New 3,234 $535K
Oxford Financial Group, LTD. LLC 0.03% Reduce -42.2% 3,231 $534K
Liberty Square Wealth Partners LLC 0.15% Reduce -6.8% 3,221 $533K
Exit Wealth Advisors, LLC. 0.27% Add +1.0% 3,219 $532K
Severin Investments, LLC 0.46% Reduce -4.2% 3,218 $532K
Landmark Wealth Management, LLC 0.14% New 3,215 $532K
Silvant Capital Management LLC 0.02% No change 3,212 $531K
Basecamp Wealth Advisors LLC 0.11% Reduce -0.2% 3,211 $531K
Founders Financial Securities LLC 0.03% Add +8.4% 3,289 $530K
RMR Wealth Builders 0.04% Reduce -0.8% 3,208 $530K
Sterling Investment Counsel, LLC 0.15% Reduce -6.8% 3,203 $530K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -21.9% 3,200 $529K
Abel Hall, LLC 0.11% Add +57.3% 3,200 $529K
LSV Asset Management 0.00% No change 3,200 $529K
Pines Wealth Management, LLC 0.17% Reduce -14.3% 3,199 $529K
Commonwealth Financial Services, LLC 0.08% Add +14.0% 3,192 $528K
Marble Wealth, LLC 0.09% Reduce -39.6% 3,191 $528K
Sigma Investment Counselors Inc. 0.03% Reduce -10.1% 3,181 $526K
Frisch Financial Group, Inc. 0.11% Reduce -5.5% 3,150 $525K
Range Advisory, LLC 0.10% Add +88.7% 3,169 $524K
Tritonpoint Wealth, LLC 0.06% Reduce -1.2% 3,139 $524K
L2 Asset Management, LLC 0.05% Reduce -19.2% 3,161 $523K
Freedom Day Solutions, LLC 0.14% Add +74.8% 3,154 $521K
Strategic Advisors LLC 0.09% Add +0.0% 3,152 $521K
BLB&B Advisors, LLC 0.02% Add +45.8% 3,150 $521K
Grant Private Wealth Management Inc 0.28% Add +13.5% 3,149 $521K
Chesapeake Asset Management LLC 0.42% Add +52.1% 3,148 $520K
MKT Advisors LLC 0.17% Reduce -0.2% 3,296 $519K
Compton Financial Group, LLC 0.11% Add +1.8% 3,137 $519K
Toth Financial Advisory Corp. 0.06% Reduce -1.0% 3,134 $518K
Goelzer Investment Management, Inc. 0.03% Reduce -13.8% 3,133 $518K
Advus Financial Partners, LLC 0.13% Add +4.2% 3,119 $516K
Becker Capital Management Inc. 0.01% Reduce -1.9% 3,058 $510K
Sittner & Nelson, LLC 0.19% Reduce -0.7% 3,085 $510K
My Portfolio Guide, LLC 0.28% — 3,074 $508K
Caerus Investment Advisors, LLC 0.21% Reduce -11.7% 3,069 $507K
Essex Bank 0.11% Reduce -12.9% 3,068 $507K
Fidelity D & D Bancorp Inc. 0.20% No change 3,066 $507K
Fielder Capital Group LLC 0.11% Add +29.6% 3,062 $506K
Financial Advisors Network, Inc. 0.07% Reduce -1.2% 3,062 $506K
Ade, LLC 0.24% No change 3,062 $506K
Sweeney & Michel, LLC 0.15% Add +0.6% 3,107 $506K
Adelphi Trust Co 0.41% Add +0.3% 3,054 $505K
Lifeworks Advisors, LLC 0.06% Reduce -1.5% 3,044 $503K
Ironwood Investment Counsel, LLC 0.07% Add +4.3% 3,041 $503K
Paces Ferry Wealth Advisors, LLC 0.21% Add +0.1% 3,032 $501K
Redwood Wealth Management Group, LLC 0.22% Reduce -0.7% 3,029 $501K
Sunpointe, LLC 0.16% New 3,028 $501K
Roundview Capital LLC 0.03% Add +10.3% 3,027 $500K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Reduce -1.1% 3,027 $500K
BNC Wealth Management, LLC 0.14% No change 3,020 $499K
Stonebridge Financial Group, LLC / MO 0.42% Add +2.5% 3,008 $497K
Pinnacle West Asset Management, Inc. 0.34% No change 3,000 $496K
Axiom Investment Management LLC 0.38% — 2,999 $496K
Partners Wealth Management, LLC 0.51% Reduce -1.1% 2,994 $495K
Hartford Financial Management Inc. 0.13% No change 2,989 $494K
Clearbridge Investments, LLC 0.00% Add +15.7% 2,983 $493K
Ascentis Wealth Management, LLC 0.10% Add +13.8% 2,975 $492K
Centiva Capital, LP 0.02% New 2,973 $492K
Brady Martz Wealth Solutions, LLC 0.08% New 2,971 $491K
Berman McAleer LLC 0.07% Reduce -1.0% 2,969 $491K
Southern Michigan Bank & Trust 0.19% — 2,966 $490K
RiverGlades Family Offices LLC 0.29% — 2,960 $489K
Firethorn Wealth Partners, LLC 0.18% Add +51.5% 2,952 $488K
Griffith & Werner, Inc. 0.24% Add +29.9% 2,946 $487K
W1M Asset Management Ltd 0.01% No change 2,945 $487K
Kelman-Lazarov, Inc. 0.07% Add +1.4% 2,942 $486K
Northwest Quadrant Wealth Management, LLC 0.10% Reduce -2.7% 2,930 $484K
Client 1ST Advisory Group, LLC 0.15% Reduce -4.5% 2,929 $484K
Philadelphia Investment Partners, LLC 0.33% — 2,924 $483K
Veracity Capital LLC 0.17% Reduce -53.5% 2,923 $483K
Sunflower Bank, N.A. 0.12% Add +1.0% 2,916 $482K
COFG Advisors, LLC 0.12% Add +5.6% 2,916 $482K
Compass Capital Corp. /Ma/ 0.17% Add +2.2% 2,831 $482K
AGH Wealth Advisors, LLC 0.35% Add +5.0% 2,910 $481K
PKS Advisory Services, LLC 0.11% Add +0.5% 2,904 $480K
Strata Wealth Advisors, LLC 0.13% Reduce -0.3% 2,895 $479K
Peoples Bank 0.48% Add +14.4% 2,894 $478K
DF Dent & Co. Inc. 0.01% Reduce -10.8% 2,890 $478K
Hudock, Inc. 0.07% Add +1.9% 2,883 $477K
Lakeridge Wealth Management LLC 0.20% Add +2.3% 2,882 $477K
Manning & Napier Advisors LLC 0.01% Add +77.7% 2,882 $477K
XML Financial, LLC 0.04% Add +2.5% 2,880 $476K
Genesis Private Wealth, LLC 0.15% Reduce -22.3% 2,880 $476K
Johnson Financial Group, LLC 0.03% Add +41.3% 2,879 $476K
Nilsine Partners, LLC 0.04% Reduce -13.8% 2,956 $476K
Smith Chas P & Associates Pa Cpas 0.03% Reduce -8.9% 2,876 $476K
Anchyra Partners LLC 0.14% Add +5.3% 2,875 $475K
Bright Financial Advisors, Inc. 0.22% Reduce -8.8% 2,868 $474K
West Paces Advisors Inc. 0.09% Add +95.6% 2,866 $474K
Hardin Capital Partners, LLC 0.22% Add +5.9% 2,864 $474K
Barlow Wealth Partners, LLC 0.05% No change 3,000 $473K
PlanVest Financial, Inc 0.36% — 2,858 $473K
Addison Advisors LLC 0.10% Add +2.1% 2,858 $473K
Kwmg, LLC 0.04% Reduce -0.6% 2,858 $473K
Axecap Investments, LLC 0.32% Reduce -71.3% 2,856 $472K
ARS Wealth Advisors Group, LLC 0.04% Add +8.0% 2,856 $472K
Tanaka Capital Management Inc. 0.79% Reduce -55.0% 2,851 $471K
D.B. Root & Company, LLC 0.11% Reduce -6.4% 2,848 $471K
Quantum Financial Advisors, LLC 0.05% Add +1.6% 2,848 $471K
Constant Guidance Financial LLC 0.32% New 2,842 $470K
Carret Asset Management, LLC 0.05% No change 2,837 $469K
Xxi Wealth, LLC 0.27% Add +33.2% 2,835 $469K
Wheelhouse Advisory Group LLC 0.16% Add +1.5% 2,834 $469K
Oxinas Partners, LLC 0.21% Add +6.2% 2,826 $467K
Elite Financial, Inc. 0.21% Reduce -12.4% 2,800 $467K
Alexander Labrunerie & Co., Inc. 0.18% Reduce -0.1% 2,821 $466K
First Heartland Consultants, Inc. 0.04% Reduce -1.3% 2,819 $466K
Security Financial Services, INC. 0.07% Reduce -4.5% 2,813 $465K
Meramec Financial Planners, LLC 0.18% Add +0.3% 2,950 $465K
Wealthedge Investment Advisors, LLC 0.17% Add +0.2% 2,810 $465K
Borer Denton & Associates, Inc. 0.17% No change 2,810 $465K
Clearwater Capital Advisors, LLC 0.04% Add +2.4% 2,798 $463K
Jackson, Grant Investment Advisers, Inc. 0.15% Add +0.2% 2,798 $463K
Affinity Investment Advisors, LLC 0.29% Reduce -51.5% 2,792 $462K
Certified Advisory Corp 0.04% Reduce -10.4% 2,786 $461K
Goldstein Advisors, LLC 0.05% Add +7.7% 2,786 $461K
MADDEN SECURITIES Corp 0.14% Reduce -43.6% 2,785 $460K
Select Asset Management & Trust 0.14% No change 2,783 $460K
F/m Investments LLC 0.03% Reduce -18.5% 2,778 $459K
Tranquility Partners, LLC 0.17% Add +11.5% 2,776 $459K
Journey Advisory Group, LLC 0.04% Reduce -26.5% 2,771 $458K
Platt Wealth Management LLC 0.45% Reduce -22.9% 2,775 $458K
Legacy Trust 0.09% Add +7.4% 2,757 $456K
Portland Global Advisors LLC 0.05% Add +40.9% 2,757 $456K
Ariadne Wealth Management, LP 0.20% Add +22.7% 2,726 $455K
AlphaGrep UK Ltd 0.13% Reduce -36.7% 2,753 $455K
Investment Advisory Services Inc. /TX 0.14% Reduce -0.5% 2,748 $454K
Cahill Financial Advisors Inc. 0.05% Add +1.0% 2,741 $453K
Perennial Investment Advisors, LLC 0.04% Reduce -3.5% 2,739 $453K
TFR Capital, LLC. 0.14% Add +0.1% 2,733 $452K
Cooke & Bieler LP 0.01% Reduce -60.5% 2,733 $452K
Tempo Wealth, LLC 0.08% Reduce -2.1% 2,729 $451K
S.A. Mason LLC 0.17% Add +22.8% 2,728 $451K
BOK Financial Private Wealth, Inc. 0.03% No change 2,700 $451K
Impact Partnership Wealth, LLC 0.06% New 2,720 $450K
Optivise Advisory Services LLC 0.27% Reduce -14.1% 2,710 $448K
Connecticut Wealth Management, LLC 0.02% New 2,708 $448K
Patten Group, Inc. 0.08% Add +21.4% 2,706 $447K
GAM Holding AG 0.04% Reduce -75.1% 2,706 $447K
Innova Wealth Partners 0.21% Add +0.7% 2,701 $447K
GSG Advisors LLC 0.12% Add +8.4% 2,695 $446K
Oxford Asset Management LLP 0.18% New 2,691 $445K
Meadowbrook Advisors Group, LLC 0.26% Reduce -11.1% 2,685 $444K
Hilltop National Bank 0.11% Add +12.8% 2,685 $444K
Sutton Place Investors LLC 0.24% Add +14.3% 2,684 $444K
Phoenix Wealth Advisors 0.17% No change 2,679 $443K
Generation Capital Management LLC 0.32% No change 2,675 $442K
Paragon Private Wealth Management, LLC 0.14% Add +10.5% 2,675 $442K
Meadow Creek Wealth Advisors LLC 0.29% Add +34.0% 2,671 $442K
Sound Income Strategies, LLC 0.02% Reduce -6.3% 2,802 $441K
Elevatus Welath Management 0.23% Add +24.1% 2,665 $441K
Lee Johnson Capital Management, LLC 0.16% No change 2,664 $440K
Citizens Business Bank 0.07% Reduce -5.7% 2,664 $440K
EntryPoint Capital, LLC 0.13% Reduce -58.2% 2,664 $440K
Edgemoor Investment Advisors, Inc. 0.03% No change 2,661 $440K
Sandro Wealth Management LLC 0.35% Add +44.4% 2,654 $439K
Lotus Technology Management, LP 1.62% Reduce -76.2% 2,652 $438K
N.E.W. Advisory Services LLC 0.03% Reduce -0.8% 2,650 $438K
Commons Capital, LLC 0.37% No change 2,644 $437K
Hibernia Wealth Partners, LLC 0.13% Reduce -2.4% 2,635 $436K
Muirfield Wealth Advisors LLC 0.32% Add +20.8% 2,632 $435K
McAdam, LLC 0.02% Reduce -25.5% 2,627 $434K
Laraway Financial Advisors Inc 0.31% Reduce -10.3% 2,625 $434K
SGL Investment Advisors, Inc. 0.16% Add +4.6% 2,379 $433K
Oldfield Partners LLP 0.11% No change 2,700 $433K
Aspiriant, LLC 0.01% Add +65.8% 2,619 $433K
Capital Squared Financial LLC 0.33% No change 2,618 $433K
Manchester Capital Management LLC 0.06% Reduce -44.7% 2,612 $432K
Family Manage LLC 0.05% Add +15.3% 2,610 $432K
Northwest Wealth Management, LLC 0.06% Add +3.6% 2,607 $431K
Orion Capital Management LLC 0.15% Add +0.2% 2,607 $431K
Clarity Financial LLC 0.05% Add +0.2% 2,601 $430K
Bantamac Capital, LLC 0.31% No change 2,600 $430K
Institute for Wealth Management, LLC. 0.05% Add +0.7% 2,591 $428K
Centerpoint Advisors, LLC 0.14% Reduce -24.2% 2,588 $428K
Huntleigh Advisors, Inc. 0.07% Add +0.2% 2,589 $428K
Human Investing LLC 0.06% Add +1.4% 2,587 $428K
Steadtrust LLC 0.24% Reduce -2.1% 2,585 $427K
Webster Bank, N. A. 0.04% No change 2,585 $427K
Florida Financial Advisors, LLC 0.10% Add +19.4% 2,583 $427K
Pacific Sun Financial Corp 0.21% Reduce -1.5% 2,560 $427K
Jacobsen Capital Management 0.14% Add +1.7% 2,582 $427K
Stronghold Wealth Management L.L.C. 0.64% Reduce -2.2% 2,569 $425K
FAS Wealth Partners, Inc. 0.03% Reduce -1.4% 2,565 $424K
Regent Peak Wealth Advisors LLC 0.09% Add +9.1% 2,565 $424K
Oregon Pacific Wealth Management, LLC 0.44% Reduce -6.5% 2,562 $424K
Serenus Wealth Advisors, LLC 0.08% No change 2,555 $422K
Benchmark Financial Wealth Advisors, LLC 0.12% Add +3.6% 2,552 $422K
Riverstone Advisors, LLC 0.21% Add +7.7% 2,552 $422K
NTV Asset Management LLC 0.05% No change 2,547 $421K
a16z Perennial Management, L.P. 0.04% No change 2,546 $421K
Syverson Strege & Co 0.10% Add +4.3% 2,545 $421K
Peregrine Asset Advisers, Inc. 0.11% Add +9.7% 2,543 $421K
Prosperity Bancshares Inc 0.34% Reduce -0.3% 2,542 $420K
Laurel Wealth Advisors LLC 0.04% No change 2,454 $420K
Mairs & Power Inc. 0.00% Reduce -4.2% 2,537 $419K
Cornerstone Planning Group LLC 0.06% Add +4.1% 2,473 $419K
Pinnacle Bancorp, Inc. 0.12% No change 2,519 $416K
Fulcrum Capital LLC 0.09% No change 2,518 $416K
Golden State Wealth Management, LLC 0.05% Add +6.9% 2,515 $416K
LCM Capital Management Inc 0.21% Add +0.7% 2,514 $416K
Revolve Wealth Partners, LLC 0.05% Add +4.7% 2,510 $415K
Lazari Capital Management, Inc. 0.15% Reduce -3.0% 2,509 $415K
Highlander Partners, L.P. 0.16% No change 2,500 $413K
Richardson Financial Services Inc. 0.26% Add +4.2% 2,489 $412K
WealthPoint Financial, LLC 0.34% Add +28.9% 2,487 $411K
Curated Wealth Partners LLC 0.05% Reduce -0.8% 2,486 $411K
Baker Avenue Asset Management, LP 0.01% Add +40.2% 2,484 $411K
BlackDiamond Wealth Management, LLC 0.20% Add +8.0% 2,470 $408K
Pine Harbor Wealth Management, LLC 0.12% Add +0.8% 2,470 $408K
Clear Wave Wealth Management LLC 0.10% — 2,469 $408K
Centurion Wealth Management LLC 0.09% Reduce -0.9% 2,466 $408K
Charles Schwab Trust Co 0.03% Reduce -7.5% 2,466 $408K
GDS Wealth Management 0.02% Reduce -13.0% 2,465 $408K
Asset One Wealth Management LLC 0.04% Add +60.2% 2,653 $407K
Nordwand Advisors, LLC 0.07% Reduce -3.9% 2,459 $407K
Trust Co. of Oklahoma 0.12% Reduce -14.0% 2,458 $406K
Cordgrass Capital Advisors, LLC 0.10% Reduce -0.6% 2,457 $406K
Trueblood Wealth Management, LLC 0.16% Reduce -12.4% 2,454 $406K
RS Crum Inc. 0.08% No change 2,453 $406K
Osprey Private Wealth LLC 0.12% No change 2,450 $405K
Northstar Group, Inc. 0.06% No change 2,449 $405K
MTM Financial Group, LLC 0.19% Add +0.2% 2,448 $405K
Wick Capital Partners, LLC 0.07% Reduce -2.6% 2,448 $405K
Finward Bancorp 0.32% Reduce -3.0% 2,446 $404K
Costello Asset Management, INC 0.14% Add +0.0% 2,442 $404K
Alvarez & Marsal Private Wealth Partners, LLC 0.06% New 2,419 $404K
Atlantic Edge Private Wealth Management, LLC 0.10% No change 2,439 $403K
MSH Capital Advisors LLC 0.09% Add +10.3% 2,439 $403K
Worth Asset Management, LLC 0.15% New 2,437 $403K
Missouri Trust & Investment Co 0.12% No change 2,435 $403K
MBL Wealth, LLC 0.03% Add +3.9% 2,429 $402K
Lester Murray Antman dba SimplyRich 0.10% No change 2,427 $401K
Aull & Monroe Investment Management Corp 0.19% Add +12.0% 2,422 $400K
Adirondack Trust Co. 0.13% Reduce -1.4% 2,418 $400K
Schmidt P J Investment Management Inc. 0.07% No change 2,416 $400K
Stonebridge Capital Advisors LLC 0.03% Reduce -4.4% 2,415 $399K
626 Financial, LLC 0.18% Reduce -30.3% 2,415 $399K
Opes Wealth Management LLC 0.07% Reduce -1.5% 2,411 $399K
Seven Mile Advisory 0.29% Reduce -22.0% 2,409 $398K
Wealthspire Retirement, LLC 0.02% Reduce -1.8% 2,407 $398K
Armstrong Advisory Group, Inc. 0.03% Reduce -1.9% 2,407 $398K
St Germain D J Co. Inc. 0.02% Reduce -11.7% 2,403 $397K
Bard Associates Inc. 0.10% Add +328.2% 2,381 $397K
Bayban 0.35% Add +45.0% 2,402 $397K
J. Goldman & Co LP 0.02% New 2,400 $397K
ShoreHaven Wealth Partners, LLC 0.14% No change 2,396 $396K
Summit Asset Management, LLC 0.06% Add +0.1% 2,396 $396K
Gables Capital Management Inc. 0.17% Reduce -2.0% 2,393 $396K
Wellspring Financial Advisors, LLC 0.03% Add +20.6% 2,392 $396K
Legacy Financial Group, Inc. 0.10% No change 2,388 $395K
Abacus Planning Group, Inc. 0.05% Reduce -6.5% 2,385 $394K
JMN Financial LLC 0.39% Add +40.4% 2,358 $393K
Integrity Advisory Solutions, LLC 0.05% Add +2.4% 2,379 $393K
Teamwork Financial Advisors, LLC 0.04% No change 2,378 $393K
NORTHSTAR ASSET MANAGEMENT Co 0.09% Reduce -4.1% 2,377 $393K
Bravera Wealth 0.18% No change 2,376 $393K
Elevation Advisory Partners LLC 0.37% — 2,192 $392K
Heritage Trust Co 0.04% Reduce -7.4% 2,364 $391K
Nicholson Meyer Capital Management, Inc. 0.30% Reduce -6.5% 2,360 $390K
Archford Capital Strategies, LLC 0.04% Add +1.8% 2,360 $390K
Rosenberg Matthew Hamilton 0.08% Reduce -5.0% 2,355 $389K
Forum Finance Group S.A. 0.21% — 3,100 $389K
Waller Financial Planning Group, Inc. 0.09% No change 2,350 $389K
Townsend Asset Management Corp. /NC/ 0.14% Reduce -11.8% 2,349 $388K
Drum Hill Capital, LLC 0.37% No change 2,344 $388K
Chemung Canal Trust Co. 0.08% Reduce -48.8% 2,337 $386K
Atalanta Sosnoff Capital, LLC 0.01% No change 2,331 $385K
Eagle Bay Advisors LLC 0.34% Add +4.3% 2,302 $384K
Warner Financial, Inc. 0.13% No change 2,322 $384K
Picton Mahoney Asset Management 0.00% Add +25633.3% 2,316 $383K
Reliant Investment Partners, LLC 0.32% Add +0.0% 2,311 $382K
Rossby Financial, LCC 0.08% Add +89.5% 2,424 $381K
Wealthcare Capital Management LLC 0.04% Reduce -0.5% 2,302 $381K
Magnolia Private Wealth, LLC 0.25% Add +5.1% 2,299 $380K
DV Trading LLC 0.03% Add +283.2% 2,299 $380K
Maple Capital Management, Inc. 0.03% Reduce -16.6% 2,297 $380K
Ridgewood Investments LLC 0.16% — 2,296 $380K
One Plus One Wealth Management, LLC 0.16% No change 2,292 $379K
Wealth Management Associates, Inc. 0.13% Add +17.8% 2,285 $378K
Optiver Holding B.V. 0.01% Reduce -33.1% 2,277 $376K
Dean Investment Associates, LLC 0.05% Reduce -7.2% 2,260 $374K
Strait & Sound Wealth Management LLC 0.14% Reduce -9.6% 2,258 $373K
Parsonex Advisory Services, Inc. 0.36% Reduce -63.4% 2,257 $373K
City State Bank 0.10% No change 2,251 $372K
Harbor Advisory Corp. 0.11% Reduce -15.0% 2,249 $372K
Riversedge Advisors, LLC 0.06% Add +3.3% 2,249 $372K
Invenio Wealth Partners LLC 0.15% Reduce -25.9% 2,244 $371K
Cloud Capital Management, LLC 0.16% Add +5.3% 2,228 $371K
Financial Strategies Group, Inc. 0.06% Reduce -12.3% 2,302 $370K
West Michigan Advisors, LLC 0.08% New 2,218 $370K
Debussy Capital Management LP 0.05% Reduce -2.3% 2,237 $370K
Elk River Wealth Management LLC 0.06% Add +10.8% 2,217 $370K
International Private Wealth Advisors LLC 0.23% Add +6.5% 2,236 $370K
PUREfi Wealth, LLC 0.24% New 2,235 $370K
MPS Loria Financial Planners, LLC 0.10% Add +0.5% 2,229 $369K
First Bancorp, Inc 0.18% No change 2,228 $368K
Cladis Investment Advisory, LLC 0.20% No change 2,209 $365K
Signal Advisors Wealth, LLC 0.03% Add +16.0% 2,208 $365K
Foguth Wealth Management, LLC. 0.04% Reduce -26.6% 2,055 $365K
ZWJ Investment Counsel Inc. 0.01% Reduce -14.9% 2,203 $364K
Spinnaker Investment Group, LLC 0.07% Reduce -4.6% 2,200 $364K
Gentry Private Wealth, LLC 0.22% Reduce -12.5% 2,191 $362K
Cove Private Wealth, LLC 0.08% New 2,183 $361K
Hidden Cove Wealth Management, LLC 0.23% Add +7.6% 2,182 $361K
Atlas Wealth Partners, LLC 0.37% No change 2,158 $360K
Nolet Wealth Management, LLC 0.20% Add +1.2% 2,177 $360K
Hamilton Capital, LLC 0.02% Reduce -11.2% 2,176 $360K
Newman Dignan & Sheerar, Inc. 0.08% Add +3.9% 2,174 $359K
TruWealth Advisors, LLC 0.02% Add +0.7% 2,173 $359K
Intergy Private Wealth, LLC 0.11% Add +12.9% 2,172 $359K
Flatrock Wealth Partners LLC 0.16% Add +8.7% 2,149 $359K
Meridian Wealth Partners, LLC 0.05% Add +25.6% 2,168 $359K
Columbia Bank 0.10% Reduce -5.2% 2,165 $358K
Gratus Wealth Advisors, LLC 0.05% No change 2,165 $358K
BKM Wealth Management, LLC 0.13% Reduce -12.7% 2,163 $358K
Dakota Community Bank & Trust NA 1.21% Reduce -2.3% 2,161 $357K
Mirabella Financial Services LLP 0.04% New 2,159 $357K
Daybright Advisory Services, Inc. 0.10% Reduce -12.4% 2,158 $357K
Evolution Wealth Advisors, LLC 0.04% Add +4.7% 2,157 $357K
Bragg Financial Advisors, Inc 0.01% Add +0.2% 2,153 $356K
Three Magnolias Financial Advisors, LLC 0.23% No change 2,150 $355K
M. Kraus & Co 0.10% Add +13.2% 2,145 $355K
YHB Investment Advisors, Inc. 0.03% Add +5.0% 2,141 $354K
Graham Capital Wealth Management, LLC 0.31% Reduce -8.6% 2,140 $354K
First Citizens Financial Corp 0.17% Reduce -0.4% 2,139 $354K
Kuhn & Co Investment Counsel 0.23% Add +0.2% 2,136 $353K
MLP3, LLC 0.39% No change 2,135 $353K
OMC Financial Services LTD 0.14% No change 2,125 $351K
Third View Private Wealth, LLC 0.05% Add +47.1% 2,119 $350K
SilverOak Wealth Management LLC 0.06% Reduce -0.1% 2,118 $350K
Acropolis Investment Management, LLC 0.02% Reduce -4.5% 2,108 $349K
SYM FINANCIAL Corp 0.03% Add +4.5% 2,103 $348K
Eubel Brady & Suttman Asset Management Inc. 0.04% No change 2,100 $347K
Five Oceans Advisors 0.13% Add +0.2% 2,097 $347K
LJI Wealth Management, LLC 0.06% Reduce -6.4% 2,083 $344K
Wilkins Investment Counsel Inc. 0.05% No change 2,082 $344K
Clare Market Investments LLC 0.07% — 2,082 $344K
Mezzasalma Advisors, LLC 0.09% Reduce -0.4% 2,078 $344K
ERn Financial, LLC 0.06% Add +3.1% 2,077 $343K
McLean Asset Management Corp 0.06% Add +1.9% 2,071 $342K
BCU Wealth Advisors, LLC 0.13% Add +0.3% 2,070 $342K
Morton Capital Management LLC 0.05% Add +9.9% 2,067 $342K
American Trust 0.03% Reduce -1.9% 2,065 $341K
JT Stratford LLC 0.04% Add +1.3% 2,064 $341K
TriaGen Wealth Management LLC 0.09% Reduce -15.9% 2,063 $341K
Basepoint Wealth LLC 0.19% Add +0.7% 2,060 $341K
Maridea Wealth Management LLC 0.05% New 2,060 $341K
Spartan Planning & Wealth Management 0.25% Add +22.3% 2,059 $340K
Ponta Wealth Partners, LLC 0.27% Add +41.5% 2,058 $340K
Latitude Advisors, LLC 0.16% Reduce -16.8% 2,055 $340K
Next Level Private LLC 0.08% Add +51.6% 2,050 $339K
Optima Capital LLC 0.16% Reduce -3.9% 2,032 $339K
Warwick Investment Management, Inc. 0.05% Add +6.6% 2,046 $338K
NWF Advisory Services Inc. 0.04% Reduce -4.2% 2,045 $338K
ACT Advisors, LLC. 0.14% Add +1.4% 2,038 $337K
Seeds Investor LLC 0.05% Add +6.5% 2,111 $337K
Core Alternative Capital 0.10% Add +16.3% 2,030 $336K
AdvisorShares Investments LLC 0.06% No change 2,026 $335K
EJMK Ventures LLC 0.19% Add +29.7% 2,024 $335K
Lavaca Capital LLC 0.06% Add +21.7% 2,023 $334K
Harvest Fund Management Co., Ltd 0.01% Reduce -16.2% 2,019 $334K
Fagan Associates, Inc. 0.05% Reduce -1.1% 2,020 $334K
WealthShield Partners, LLC 0.04% Reduce -31.1% 2,016 $333K
Blankinship & Foster, LLC 0.07% No change 2,010 $332K
Resolute Advisors LLC 0.14% Add +45.2% 1,988 $332K
Gerber Kawasaki Wealth & Investment Management 0.01% New 2,003 $331K
Laffer Tengler Investments, Inc. 0.06% New 2,001 $331K
McCollum Christoferson Group LLC 0.10% No change 2,000 $331K
Ifrah Financial Services, Inc. 0.09% No change 2,000 $331K
Dearborn Partners LLC 0.02% Reduce -20.0% 2,000 $331K
Gulf International Bank (UK) Ltd 0.01% Reduce -0.8% 1,998 $330K
Gradient Investments LLC 0.01% Reduce -6.8% 1,995 $330K
Wayfinding Financial, LLC 0.14% Add +8.8% 1,974 $329K
Harfst & Associates, Inc. 0.06% No change 1,988 $329K
Vigilare Wealth Management 0.11% Add +27.4% 1,984 $328K
Tillman Hartley LLC 0.08% Reduce -13.8% 1,983 $328K
Capital Investment Management, Inc. 0.11% Reduce -2.1% 1,982 $328K
Barr E S & Co. 0.02% Reduce -0.5% 1,980 $327K
Central Bank & Trust Co. 0.05% No change 1,974 $326K
Beacon Financial Advisory LLC 0.07% No change 1,972 $326K
Greenspring Advisors, LLC 0.02% Add +24.2% 1,971 $326K
Hengehold Capital Management LLC 0.03% Add +0.1% 1,966 $325K
Hubbell Strickland Wealth Management, LLC 0.13% Add +0.6% 1,959 $324K
Keyvantage Wealth, LLC 0.14% Add +19.8% 1,958 $324K
Sand Hill Global Advisors, LLC 0.01% Add +5.5% 1,958 $324K
Wealth Alliance Advisory Group, LLC 0.05% Add +0.3% 1,956 $323K
Gemmer Asset Management LLC 0.03% Add +4.7% 1,956 $323K
Belleair Asset Management, LLC 0.29% No change 1,950 $322K
Richwood Investment Advisors, LLC 0.25% No change 1,950 $322K
Integral Investment Advisors, Inc. 0.08% No change 1,950 $322K
Pointe Capital Management LLC 0.16% No change 1,948 $322K
Farmers & Merchants Trust Co of Chambersburg PA 0.09% Reduce -17.6% 1,950 $322K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +1.4% 1,944 $321K
Wealth Advisors of Iowa, LLC 0.10% Add +18.0% 1,941 $321K
Crew Capital Management, Ltd 0.21% No change 1,938 $321K
Successful Portfolios LLC 0.18% Reduce -32.1% 1,937 $320K
Forge Financial Services LLC 0.03% Add +1.1% 1,931 $319K
Cannon Wealth Management Services, LLC 0.22% Add +0.6% 1,928 $319K
Chapin Davis, Inc. 0.07% No change 1,922 $318K
Laidlaw Wealth Management LLC 1.10% Reduce -19.9% 1,914 $316K
Holistic Financial Partners 0.12% Add +48.1% 1,909 $316K
Private Wealth Group, LLC 0.15% No change 1,905 $315K
Liberty Wealth Management LLC 0.04% Reduce -19.7% 1,904 $315K
J.M. Arbour, LLC 0.30% Reduce -10.6% 1,902 $314K
Lumbard & Kellner, LLC 0.11% No change 1,900 $314K
Princeton Global Asset Management LLC 0.05% Reduce -61.3% 1,897 $314K
Greenwich Wealth Management LLC 0.01% Add +1.7% 1,896 $313K
Sunbeam Capital Management, LLC 0.18% Add +0.6% 1,890 $313K
Roxbury Financial LLC 0.28% Add +0.4% 1,889 $312K
Boltwood Capital Management 0.08% Add +0.5% 1,885 $312K
Montz Harcus Wealth Management LLC 0.13% Add +1.8% 1,877 $310K
Landaas & Co. /Wi 0.07% No change 1,876 $310K
Passive Capital Management, LLC. 0.09% Reduce -7.2% 1,875 $310K
First Financial Bankshares Inc 0.01% Add +2.0% 1,875 $310K
Old Mission Investment Co LLC 0.07% Reduce -2.7% 1,853 $309K
Thompson Investment Management, Inc. 0.04% No change 1,867 $309K
Jackson Thornton Wealth Management, LLC 0.03% Reduce -31.7% 1,920 $308K
Park Edge Advisors, LLC 0.07% Reduce -82.6% 1,862 $308K
Enzi Wealth 0.11% Add +0.5% 1,859 $307K
Golden Reserve Retirement LLC 0.06% Add +38.7% 1,859 $307K
Rockline Wealth Management, LLC 0.07% No change 1,858 $307K
Insight Advisors, LLC/ PA 0.06% Reduce -23.7% 1,856 $307K
Ethos Financial Group, LLC 0.02% Add +5.9% 1,840 $307K
Breakwater Capital Group 0.04% Add +9.5% 1,850 $306K
Fairscale Capital, LLC 0.21% No change 1,832 $306K
Veery Capital, LLC 0.09% Reduce -0.2% 1,848 $306K
Cercano Management LLC 0.01% No change 1,847 $305K
DT Investment Partners, LLC 0.03% No change 1,845 $305K
Tilson Financial Group, Inc. 0.09% Add +2.3% 1,844 $305K
Fi3 FINANCIAL ADVISORS, LLC 0.09% Reduce -10.6% 1,821 $305K
Cerro Pacific Wealth Advisors LLC 0.08% Reduce -1.2% 1,839 $304K
Community Bank, N.A. 0.04% Reduce -2.3% 1,839 $304K
Colonial Trust Advisors 0.02% Add +18.0% 1,839 $304K
Werba Rubin Papier Wealth Management 0.04% Add +31.6% 1,835 $303K
Medallion Wealth Advisors, LLC 0.10% Add +0.1% 1,834 $303K
Highland Capital Management, LLC 0.02% Reduce -7.3% 1,832 $303K
Loomis Sayles & Co. L P 0.00% Reduce -4.6% 1,832 $303K
Lincoln Capital LLC 0.06% No change 1,830 $303K
Chicago Capital, LLC 0.01% Reduce -1.6% 1,826 $302K
Chatham Capital Group, Inc. 0.04% No change 1,826 $302K
Orion Investment Co 0.10% Add +15.4% 1,821 $301K
Fortis Group Advisors, LLC 0.05% Reduce -0.4% 1,823 $301K
Summit Wealth Group LLC / Co. 0.03% New 1,818 $301K
Canopy Partners, LLC 0.10% Add +13.0% 1,814 $300K
SeaBridge Investment Advisors LLC 0.05% No change 1,814 $300K
Kelly Financial Group LLC 0.08% No change 1,812 $300K
Canvas Wealth Advisors, LLC 0.05% Add +18.3% 1,793 $299K
Traveka Wealth, LLC 0.11% Add +1.9% 1,805 $299K
Fulton Breakefield Broenniman LLC 0.02% Reduce -1.3% 1,801 $298K
SkyView Investment Advisors, LLC 0.04% Reduce -18.0% 1,799 $297K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Reduce -28.9% 1,778 $296K
Central Valley Advisors, LLC 0.08% Add +22.2% 1,792 $296K
BankPlus Trust Department 0.08% Reduce -6.8% 1,790 $296K
Charter Oak Capital Management, LLC 0.02% Reduce -0.8% 1,790 $296K
Acorn Creek Capital LLC 0.11% Add +1.0% 1,787 $295K
Commonwealth Retirement Investments LLC 0.09% Add +21.5% 1,783 $295K
Gerber, LLC 0.17% Add +0.1% 1,777 $294K
Family Capital Management, Inc. 0.13% Add +4.9% 1,771 $293K
Garden State Investment Advisory Services LLC 0.07% Add +0.7% 1,765 $293K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.10% Reduce -10.6% 1,770 $293K
Pacific Excel Wealth Advisors, Inc. 0.31% New 1,767 $292K
SFE Investment Counsel 0.05% Add +0.9% 1,765 $292K
Boreal Capital Management LLC 0.28% No change 1,749 $292K
Concorde Asset Management, LLC 0.14% Reduce -5.2% 1,748 $292K
Semper Augustus Investments 0.03% New 1,762 $291K
Catalina Capital Group, LLC 0.18% Add +2.2% 1,760 $291K
Trust Co of the South 0.05% Add +12.8% 1,756 $290K
Money Concepts Capital Corp. 0.02% Add +19.4% 1,751 $290K
Essex LLC 0.05% Add +5.4% 1,749 $289K
Ducere Wealth Management LLC 0.12% Reduce -7.8% 1,748 $289K
RDA Financial Network 0.07% Reduce -0.2% 1,745 $289K
Oarsman Capital, Inc. 0.04% No change 1,744 $288K
Essential Partners LLC 0.10% Add +3.9% 1,742 $288K
Wilkins Miller Wealth Management, LLC 0.17% Reduce -1.1% 1,741 $288K
M3 Advisory Group, LLC 0.18% Add +1.8% 1,737 $287K
Mosaic Financial Group, LLC 0.20% Reduce -2.0% 1,734 $287K
Atlas Private Wealth Advisors 0.07% Reduce -25.3% 1,734 $287K
Knightsbridge Asset Management, LLC 0.04% Add +1.4% 1,733 $287K
2UniFi Bank 0.14% No change 1,731 $286K
Silver Grove Financial Group, Inc. 0.23% Add +3.7% 1,726 $285K
TMB Capital Partners, LLC 0.10% Reduce -3.7% 1,726 $285K
Legacy Wealth Management, LLC / MS 0.08% New 1,725 $285K
Michels Family Financial, LLC 0.21% Add +0.4% 1,724 $285K
Montgomery Investment Management Inc. 0.10% Add +0.9% 1,723 $285K
IKE Capital, LLC 0.16% New 1,720 $284K
Scissortail Wealth Management, LLC 0.06% Add +0.1% 1,721 $284K
Bank of Nova Scotia Trust Co. 0.02% No change 1,719 $284K
Kelly Financial Services LLC 0.07% Reduce -12.8% 1,718 $284K
First Command Advisory Services, Inc. 0.00% Add +14.3% 1,712 $283K
Slocum, Gordon & Co LLP 0.19% Reduce -3.2% 1,705 $282K
North Capital, Inc. 0.24% No change 1,704 $282K
Abundance Wealth Counselors 0.04% New 1,704 $282K
Proathlete Wealth Management LLC 0.08% No change 1,703 $282K
Legacy Financial Strategies, LLC 0.05% Reduce -2.5% 1,703 $282K
Independent Wealth Network Inc. 0.08% Add +0.9% 1,700 $281K
McAlister, Sweet & Associates, Inc. 0.18% No change 1,700 $281K
Granite FO LLC 0.17% No change 1,700 $281K
Aft, Forsyth & Company, Inc. 0.13% No change 1,700 $281K
Eastover Investment Advisors LLC 0.12% Reduce -2.6% 1,700 $281K
GKV Capital Management Co., Inc. 0.11% No change 1,700 $281K
Alta Wealth Advisors LLC 0.09% Add +3.7% 1,695 $280K
IMG Wealth Management, Inc. 0.18% Reduce -4.7% 1,689 $279K
Act Wealth Management, LLC 0.09% Reduce -8.0% 1,674 $277K
Retirement Planning Group, LLC / NY 0.18% Add +0.4% 1,656 $276K
Midland Wealth Advisors, LLC 0.01% Add +0.8% 1,669 $276K
Navalign, LLC 0.07% No change 1,666 $275K
Hobart Private Capital, LLC 0.05% Add +11.4% 1,655 $274K
First United Bank & Trust 0.09% No change 1,654 $273K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% No change 1,654 $273K
Sterling Investment Advisors, Ltd. 0.05% No change 1,650 $273K
Johnson & White Wealth Management, LLC 0.12% No change 1,649 $273K
Tilia Fiduciary Partners, Inc. 0.15% Add +25.0% 1,648 $272K
AmeriServ Wealth Advisors 0.17% Add +15.3% 1,647 $272K
Schneider Downs Wealth Management Advisors, LP 0.03% Add +4.0% 1,641 $271K
Richmond Investment Services, LLC 0.04% Add +13.0% 1,641 $271K
Stockman Wealth Management, Inc. 0.03% New 1,639 $271K
Bensler, LLC 0.03% Add +5.5% 1,636 $271K
Signet Financial Management, LLC 0.03% Add +18.5% 1,633 $270K
Capstone Wealth Management Group, LLC 0.11% Add +0.1% 1,632 $270K
Renasant Bank 0.19% No change 1,632 $270K
Onyx Financial Advisors, LLC 0.11% Add +0.9% 1,632 $270K
Sageworth Trust Co of South Dakota 0.21% New 1,630 $270K
Sheets Smith Wealth Management 0.03% Add +2.4% 1,628 $269K
R. W. Roge & Company, Inc. 0.13% New 1,633 $269K
Bailard, Inc. 0.01% Add +1.4% 1,625 $269K
55 North Private Wealth, LLC 0.07% Add +8.1% 1,623 $268K
Security National Bank of So Dak 0.13% No change 1,621 $268K
Beacon Investment Advisors LLC 0.10% Add +0.1% 1,621 $268K
EdgeRock Capital LLC 0.07% Reduce -2.2% 1,620 $268K
Forza Wealth Management, LLC 0.09% No change 1,619 $268K
Waycross Partners, LLC 0.03% No change 1,619 $268K
West Bancorporation Inc. 0.13% No change 1,617 $267K
Realta Investment Advisors 0.09% Add +0.1% 1,617 $267K
TPG Advisors LLC 0.17% No change 1,614 $267K
Inlet Private Wealth, LLC 0.07% Reduce -13.6% 1,613 $267K
Alteri Wealth LLC 0.09% Reduce -0.9% 1,612 $267K
Wall Street Financial Group, Inc. 0.16% Add +18.6% 1,612 $267K
Consilio Wealth Advisors, LLC 0.08% Add +5.0% 1,608 $266K
Fiduciary Financial Group, LLC 0.04% Add +0.9% 1,607 $266K
GHP Investment Advisors, Inc. 0.01% Reduce -5.2% 1,603 $265K
Banque Cantonale Vaudoise 0.01% Reduce -9.0% 1,602 $265K
CSM Advisors, LLC 0.01% Reduce -7.2% 1,600 $265K
Longview Financial Advisors, Inc. 0.16% Reduce -7.8% 1,600 $265K
Wescott Financial Advisory Group, LLC 0.02% Add +16.7% 1,598 $264K
Retirement Income Solutions, Inc. 0.05% Add +9.6% 1,597 $264K
Inspire Advisors, LLC 0.02% New 1,596 $264K
October Effect Ltd 0.30% No change 1,596 $264K
Eurizon SLJ Capital Ltd 0.13% New 1,596 $264K
Destiny Wealth Partners, LLC 0.03% Reduce -18.6% 1,596 $264K
Pacific Center for Financial Services 0.07% Add +88.8% 1,595 $264K
Affinity Capital Advisors, LLC 0.04% Add +0.2% 1,592 $263K
American National Bank of Texas 0.25% Reduce -1.9% 1,588 $263K
Cpwa, LLC 0.31% — 1,440 $262K
Parisi Gray Wealth Management 0.06% Add +1.1% 1,585 $262K
Presilium Private Wealth, LLC 0.05% Add +0.6% 1,584 $262K
Verum Partners LLC 0.05% Reduce -0.4% 1,583 $262K
S Harris Financial Group, LLC 0.24% Add +22.7% 1,580 $261K
Baron Silver Stevens Financial Advisors, LLC 0.04% Reduce -31.3% 1,576 $261K
Argent Advisors, Inc. 0.07% No change 1,572 $260K
Pring Turner Capital Group Inc. 0.16% No change 1,618 $260K
Towercrest Capital Management 0.04% No change 3,924 $259K
KOM Wealth Management Group, LLC 0.18% Add +0.8% 1,565 $259K
C M Bidwell & Associates Ltd. 0.12% Reduce -0.1% 1,563 $258K
Wiser Wealth Management, Inc 0.06% Reduce -8.5% 1,562 $258K
Clarus Group, Inc. 0.09% No change 1,561 $258K
Poehling Capital Management, INC. 0.05% No change 1,555 $257K
Legacy Wealth Advisors, LLC 0.13% New 1,553 $257K
American Institute for Advanced Investment Management, LLP 0.17% No change 1,551 $256K
Bruce G. Allen Investments, LLC 0.17% Reduce -6.9% 1,550 $256K
Lakeshore Financial Planning, Inc. 0.09% No change 1,547 $256K
William Allan Corp 0.15% Add +2.5% 1,545 $255K
Boyce & Associates Wealth Consulting, Inc. 0.19% New 1,543 $255K
Aurora Private Wealth, Inc. 0.18% No change 1,561 $255K
McKinley Carter Wealth Services, Inc. 0.01% Reduce -25.0% 1,539 $255K
Lountzis Asset Management, LLC 0.09% No change 1,522 $254K
Resurgent Financial Advisors LLC 0.09% Add +0.8% 1,535 $254K
Evelyn Partners Investment Management Services Ltd 0.03% Reduce -6.4% 1,535 $254K
Members Trust Co 0.01% Reduce -17.1% 1,535 $254K
Partnership Wealth Management, LLC 0.19% Add +8.0% 1,533 $254K
Patton Fund Management, Inc. 0.04% No change 1,532 $253K
Clearwave Capital, LLC 0.17% Add +0.1% 1,532 $253K
Westend Capital Management, LLC 0.08% Reduce -0.9% 1,531 $253K
New World Advisors LLC 0.04% Reduce -11.1% 1,531 $253K
Calydon Capital 0.04% Add +0.3% 1,526 $252K
Leith Wheeler Investment Counsel Ltd. 0.02% Reduce -1.1% 1,526 $252K
Apollon Financial, LLC 0.03% Reduce -6.3% 1,524 $252K
O'Keefe Stevens Advisory, Inc. 0.06% Reduce -14.5% 1,524 $252K
Granite Bay Wealth Management, LLC 0.05% Reduce -11.9% 1,523 $252K
Atlas Legacy Advisors, LLC 0.05% Reduce -18.3% 1,521 $252K
McGrath & Associates, Inc. 0.37% No change 1,518 $251K
Wealthquest Corp 0.02% Add +16.6% 1,513 $250K
Quadrant Private Wealth Management, LLC 0.04% Add +6.3% 1,499 $250K
Duncan Williams Asset Management, LLC 0.07% Reduce -41.1% 1,511 $250K
Beto Financial Group, LLC 0.15% Reduce -2.5% 1,459 $250K
Northstar Financial Companies, Inc. 0.20% Reduce -4.3% 1,509 $250K
Allen Wealth Management, LLC 0.12% No change 1,509 $249K
Accelerate Investment Advisors LLC 0.17% Reduce -10.4% 1,506 $249K
Advisory Resource Group 0.04% No change 1,503 $249K
Courage Miller Partners, LLC 0.07% No change 1,500 $248K
LPWM LLC 0.06% No change 1,500 $248K
Rodgers Brothers Inc. 0.03% No change 1,500 $248K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -47.4% 1,500 $248K
Birinyi Associates Inc. 0.07% No change 1,500 $248K
Professional Advisory Services Inc. 0.03% No change 1,500 $248K
Stiles Financial Services Inc 0.08% Reduce -47.9% 1,499 $248K
Key Financial Inc 0.04% Add +24.8% 1,498 $248K
Abound Financial, LLC 0.11% No change 1,497 $248K
Elm Partners Management LLC 0.01% No change 1,501 $247K
Fortis Capital Advisors, LLC 0.03% Add +4.3% 1,495 $247K
GenTrust, LLC 0.01% Reduce -31.0% 1,476 $246K
V2 Financial group LLC 0.11% Add +16.6% 1,489 $246K
Concentrum Wealth Management 0.07% Add +5.9% 1,489 $246K
Magnolia Capital Advisors LLC 0.05% New 1,487 $246K
Omnitrust Wealth Management, Inc 0.32% New 1,481 $245K
Pacific Sage Partners, LLC 0.04% No change 1,480 $245K
SpringVest Wealth Management LLC 0.17% Add +0.2% 1,478 $244K
HFR Wealth Management, LLC 0.06% Reduce -0.3% 1,478 $244K
Aletheian Wealth Advisors LLC 0.12% — 1,476 $244K
Opus Capital Group, LLC 0.03% New 1,477 $244K
Archer Investment Corp 0.05% Add +0.8% 1,472 $243K
Buck Wealth Strategies, LLC 0.03% New 1,470 $243K
Palisade Asset Management, LLC 0.02% Add +1.2% 1,470 $243K
Walser Wealth Management Company, A Ltd Liability Co 0.11% Add +0.8% 1,465 $242K
Delta Wealth Advisors LLC 0.18% Add +4.6% 1,464 $242K
Whetstone Capital Advisors, LLC 0.09% Add +2.3% 1,461 $242K
Peak Asset Management, LLC 0.04% No change 1,461 $242K
Core Wealth Partners LLC 0.11% Add +0.1% 1,461 $241K
Woodley Farra Manion Portfolio Management Inc. 0.01% Add +0.3% 1,445 $241K
Trinity Legacy Partners, LLC 0.05% Add +1.6% 1,511 $241K
Consilium Wealth Advisory, LLC 0.08% New 1,457 $241K
CM Wealth Advisors LLC 0.05% New 1,443 $241K
Arlington Partners LLC 0.48% New 1,454 $240K
TFB Advisors LLC 0.13% Reduce -33.2% 1,454 $240K
Mirador Capital Partners LP 0.03% Reduce -2.8% 1,452 $240K
Whipplewood Advisors, LLC 0.12% Add +98.5% 1,451 $240K
Forefront Analytics, LLC 0.22% Add +0.9% 1,450 $240K
LifeGoal Investments, LLC 0.14% New 1,521 $239K
Moseley Investment Management Inc. 0.08% No change 1,447 $239K
CGC Financial Services, LLC 0.07% No change 1,443 $239K
Second Line Capital, LLC 0.05% Add +1.9% 1,444 $238K
Crown Wealth Group, LLC 0.07% New 1,439 $238K
Twin Peaks Wealth Advisors, LLC 0.06% Add +3.1% 1,439 $238K
Coyle Financial Counsel LLC 0.05% New 1,432 $237K
Simplify Asset Management Inc. 0.00% Reduce -5.9% 1,427 $236K
Stembrook Asset Management, LLC 0.23% No change 1,426 $236K
Cottonwood Capital Advisors, LLC 0.17% Add +0.5% 1,425 $236K
Strategic Investment Solutions, Inc. 0.06% Add +0.8% 1,424 $235K
Jacobs & Co. 0.02% No change 1,425 $235K
Foster & Motley Inc. 0.01% Reduce -5.3% 1,422 $235K
Safe Harbor Family Capital, LLC 0.18% Reduce -7.3% 1,421 $235K
Gross & Hartman Investments LLC 0.12% Reduce -7.3% 1,421 $235K
Grove Street Fiduciary, LLC 0.10% No change 1,415 $234K
Rede Wealth, LLC 0.08% No change 1,414 $234K
Aristotle Capital Management, LLC 0.00% Add +2.2% 1,414 $234K
Tableaux LLC 0.11% Add +3.7% 1,413 $234K
Morris Financial Concepts, Inc. 0.08% Reduce -8.1% 1,411 $233K
Alpha Financial Advisors, LLC 0.07% Add +0.4% 1,411 $233K
Twin Capital Management Inc. 0.03% New 1,411 $233K
Arthur M. Cohen & Associates, LLC 0.04% New 1,481 $233K
1015 Capital Partners, LLC 0.23% Add +0.1% 1,408 $233K
GenWealth Group, Inc. 0.04% No change 1,408 $233K
Global Financial Private Client, LLC 0.08% Add +2.5% 1,406 $232K
Linden Thomas Advisory Services, LLC 0.02% New 1,401 $232K
Pine Haven Investment Counsel, Inc 0.17% No change 1,400 $231K
Greenhouse Wealth Management, LLC 0.14% No change 1,400 $231K
RW Investment Management LLC 0.02% — 1,399 $231K
Coquina Private Wealth LLC 0.19% Add +0.4% 1,395 $231K
Madison Asset Management, LLC 0.00% No change 1,393 $230K
Tortoise Investment Management, LLC 0.02% Add +5.6% 1,391 $230K
REAP Financial Group, LLC 0.05% Add +28.1% 1,390 $230K
Flynn Zito Capital Management, LLC 0.07% Reduce -29.4% 1,390 $230K
HFG Advisors, Inc. 0.16% New 1,387 $229K
Motive Wealth Advisors 0.11% Reduce -1.4% 1,387 $229K
WNY Asset Management, LLC 0.02% — 1,386 $229K
Signature Equity Partners, LLC 0.12% Reduce -23.1% 1,385 $229K
Nelson Capital Management, LLC 0.03% Reduce -42.0% 1,384 $229K
IFS Group,LLC 0.20% — 1,382 $229K
Sterneck Capital Management, LLC 0.10% No change 1,381 $228K
Weaver Consulting Group 0.05% Reduce -1.7% 1,380 $228K
Magnetar Financial LLC 0.00% New 1,377 $227K
United Bank 0.08% No change 1,372 $227K
Acorn Wealth Advisors, LLC 0.07% Reduce -0.3% 1,370 $227K
Connecticut Capital Management Group, LLC 0.21% Reduce -0.3% 1,370 $227K
Alliance Wealth Management Group 0.05% New 3,424 $226K
DUTCH ASSET Corp 0.15% New 1,364 $226K
Kelleher Financial Advisors 0.06% No change 1,359 $226K
Advisortrust Partners, LLC 0.09% New 1,363 $225K
Rockport Wealth LLC 0.04% Add +0.4% 1,359 $225K
Meridian Financial Partners LLC 0.09% No change 1,420 $224K
180 Wealth Advisors, LLC 0.03% Reduce -1.1% 1,351 $223K
Sovereign Investment Advisors, LLC 0.05% New 1,350 $223K
Arkos Global Advisors 0.03% No change 1,346 $223K
Advance Capital Management, Inc. 0.01% Add +1.9% 1,348 $223K
CAP Partners, LLC 0.13% Add +0.6% 1,342 $222K
Tudor Financial Inc. 0.11% Add +0.2% 1,340 $222K
Alesco Advisors, LLC, An ESL Co 0.01% No change 1,339 $221K
waypoint wealth counsel 0.11% Reduce -20.0% 1,339 $221K
Atlantic Family Wealth, LLC 0.16% Reduce -11.9% 1,338 $221K
Able Wealth Management LLC 0.06% Add +0.7% 1,337 $221K
Activest Wealth Management 0.04% Add +8.9% 1,337 $221K
Lodestone Wealth Management LLC 0.09% Add +0.3% 1,333 $220K
Goldenstone Wealth Management LLC 0.16% No change 1,329 $220K
Owl Creek Wealth Partners LLC 0.08% — 1,329 $220K
TPG Financial Advisors, LLC 0.07% Reduce -8.0% 1,326 $219K
Cahaba Wealth Management, Inc. 0.01% Add +1.5% 1,325 $219K
Barings LLC 0.00% New 1,322 $219K
Flagship Wealth Advisors, LLC 0.09% Reduce -3.5% 1,200 $219K
Sage Private Wealth Group, LLC 0.11% Add +0.8% 1,321 $218K
Outlook Wealth Advisors, LLC 0.05% No change 1,320 $218K
Keating Financial Advisory Services, Inc. 0.04% Reduce -2.4% 1,320 $218K
Mill Creek Capital Advisors, LLC 0.00% Reduce -1.7% 1,320 $218K
Kitching Partners, LLC 0.20% Reduce -35.4% 1,318 $218K
Cascade Financial Partners, LLC 0.02% Reduce -6.8% 1,318 $218K
Arkfeld Wealth Strategies, L.L.C. 0.07% Add +1.4% 1,385 $218K
BankChampaign, National Association 0.22% New 1,316 $218K
LMG Wealth Partners, LLC 0.04% No change 1,315 $217K
NewSquare Capital LLC 0.02% New 1,314 $217K
Ulland Investment Advisors, LLC 0.19% No change 1,312 $217K
Baron Wealth Management LLC 0.06% New 1,310 $217K
Silvia McColl Wealth Management, LLC 0.14% No change 1,310 $217K
Golden Road Advisors LLC 0.12% New 1,310 $217K
Oxbow Advisors, LLC 0.02% Reduce -20.9% 1,310 $217K
Hickory Point Bank & Trust 0.14% No change 1,309 $216K
Bfsg, LLC 0.02% Reduce -6.1% 1,307 $216K
MBE Wealth Management, LLC 0.09% No change 1,304 $216K
Straight Path Wealth Management 0.06% No change 1,304 $216K
Guardsman Private Capital Management, Inc. 0.17% No change 1,301 $215K
Mount Vernon Associates Inc. 0.15% No change 1,300 $215K
Clayton Financial Group LLC 0.11% No change 1,300 $215K
Flagstone Financial Management 0.05% New 1,300 $215K
Fort Sheridan Advisors LLC 0.03% New 1,297 $214K
Tenzing Financial LLC 0.16% Reduce -0.4% 1,317 $214K
Coastwise Capital Group, LLC 0.12% Reduce -1.4% 1,295 $214K
Harmony Asset Management LLC 0.07% New 1,295 $214K
Hutchinson Capital Management 0.04% Add +2.0% 1,295 $214K
Center For Asset Management LLC 0.11% Add +2.5% 1,291 $213K
Goldstone Financial Group, LLC 0.02% New 1,290 $213K
Aspire Capital Advisors LLC 0.05% Add +0.9% 1,287 $213K
Putney Financial Group LLC 0.21% No change 1,287 $213K
Master's Wealth Management Inc. 0.07% New 1,283 $212K
Wright Wealth LLC 0.14% Reduce -15.8% 1,283 $212K
J Hagan Capital, Inc. 0.11% Reduce -14.2% 1,283 $212K
Peak Retirement Planning, Inc. 0.04% New 1,283 $212K
Pinkerton Wealth, LLC 0.02% No change 1,322 $212K
SlateStone Wealth, LLC 0.02% Add +1.6% 1,283 $212K
Grey Ledge Advisors, LLC 0.05% Add +1.5% 1,281 $212K
Key Client Fiduciary Advisors, LLC 0.07% Reduce -1.0% 1,280 $212K
Rollins Financial Advisors, LLC 0.03% Add +0.2% 1,276 $211K
Shepherd Financial Partners LLC 0.02% No change 1,275 $211K
Thomas Story & Son LLC 0.08% Reduce -1.3% 1,274 $211K
August Group Capital Ltd 0.24% New 1,272 $210K
Providence Capital Advisors, LLC 0.03% No change 1,270 $210K
Walled Lake Planning & Wealth Management, LLC 0.06% Add +0.1% 1,268 $210K
4J Wealth Management LLC 0.12% New 1,265 $209K
Roble, Belko & Company, Inc 0.03% No change 1,266 $209K
Axis Wealth Partners, LLC 0.11% New 1,262 $209K
Bond & Devick Financial Network, Inc. 0.06% No change 1,261 $208K
Safeguard Investment Advisory Group, LLC 0.06% Reduce -1.6% 1,260 $208K
Global Assets Advisory, LLC 0.06% New 1,260 $208K
Finer Wealth Management, Inc. 0.10% No change 1,258 $208K
Strategic Financial Concepts, LLC 0.05% New 1,256 $208K
Fulcrum Equity Management 0.20% No change 1,254 $207K
Blackston Financial Advisory Group, LLC 0.13% New 1,254 $207K
LS Investment Advisors, LLC 0.03% Reduce -0.4% 1,251 $207K
Sterling Wealth Management, Inc. 0.06% New 1,246 $206K
FreeGulliver LLC 0.09% New 1,246 $206K
Ballast Advisors LLC 0.06% New 1,244 $206K
Legacy Edge Advisors, LLC 0.02% Reduce -1.9% 1,242 $205K
Lafayette Investments, Inc. 0.04% Reduce -6.3% 1,240 $205K
Argent Capital Management LLC 0.01% New 1,240 $205K
Carl P. Sherr & Co., LLC 0.10% No change 1,238 $205K
Frederick Financial Consultants, LLC 0.10% New 1,232 $204K
City Holding Co. 0.03% Reduce -1.6% 1,232 $204K
WMG Financial Advisors, LLC 0.08% Reduce -19.2% 1,231 $204K
Cascade Investment Group, Inc. 0.13% New 1,230 $203K
Strathmore Capital Advisors, Inc. 0.06% New 1,238 $203K
HORAN Wealth, LLC 0.02% New 1,226 $203K
MQS Management LLC 0.14% New 1,226 $203K
Ascension Capital Advisors, Inc. 0.06% New 1,226 $203K
Comprehensive Financial Consultants Institutional, Inc. 0.06% New 1,223 $202K
Sandy Cove Advisors, LLC 0.06% New 1,222 $202K
Good Steward Wealth Advisors,LLC 0.13% New 1,222 $202K
Bridgewater Associates 0.00% Reduce -95.6% 1,221 $202K
Investment Advisory Group, LLC 0.05% New 1,220 $202K
Hurlow Wealth Management Group, Inc. 0.05% New 1,216 $201K
Aspetuck Financial Management LLC 0.14% New 1,212 $200K
Hoxton Planning & Management, LLC 0.06% New 1,211 $200K
Truvestments Capital LLC 0.04% Reduce -2.1% 1,200 $198K
WPG Advisers, LLC 0.14% Reduce -5.8% 1,187 $196K
Pin Oak Investment Advisors Inc. 0.14% Reduce -0.3% 1,172 $196K
Acumen Wealth Advisors, LLC 0.05% Reduce -0.5% 1,173 $196K
Birchbrook, Inc. 0.10% Reduce -2.7% 1,173 $194K
Triumph Capital Management 0.04% Add +6.8% 1,161 $194K
Cranbrook Wealth Management, LLC 0.04% Add +0.3% 1,165 $193K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.47% Reduce -19.8% 1,154 $191K
True Wealth Design, LLC 0.05% Add +17.0% 1,144 $189K
First Community Trust NA 0.14% No change 1,135 $188K
Acima Private Wealth, LLC 0.06% No change 1,123 $186K
Evermay Wealth Management LLC 0.02% No change 1,100 $183K
SOA Wealth Advisors, LLC. 0.03% Add +0.0% 32,386 $179K
QVIDTVM Management LLC 0.22% New 1,079 $178K
Aster Capital Management (DIFC) Ltd 0.06% Add +28.0% 1,120 $178K
Piscataqua Savings Bank 0.12% No change 1,060 $175K
JPL Wealth Management, LLC 0.04% New 1,050 $174K
Glen Eagle Advisors, LLC 0.02% Reduce -0.1% 1,035 $171K
TD Capital Management LLC 0.02% Add +0.7% 1,034 $171K
Vision Financial Markets LLC 0.16% No change 1,022 $169K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 1,000 $165K
AXS Investments LLC 0.07% Reduce -31.8% 981 $162K
VSM Wealth Advisory, LLC 0.05% Add +0.1% 981 $162K
MV Capital Management, Inc. 0.02% Add +2.1% 975 $161K
Marshall Investment Management, LLC 0.08% New 975 $161K
Meeder Asset Management Inc. 0.01% Add +345.4% 971 $161K
Motco 0.01% Reduce -45.0% 961 $159K
Beaird Harris Wealth Management, LLC 0.01% Add +55.2% 959 $159K
Legend Capital Advisors LLC 0.10% New 953 $158K
JTC Employer Solutions Trustee Ltd 0.01% No change 944 $156K
Brown, Lisle/Cummings, Inc. 0.04% Add +5.3% 935 $155K
First Financial Corp. 0.06% No change 922 $152K
Union Savings Bank 0.07% Reduce -14.0% 921 $152K
ESL Trust Services, LLC 0.03% No change 900 $149K
Byrne Asset Management LLC 0.09% Reduce -6.5% 893 $148K
Fortitude Family Office, LLC 0.03% Add +22.8% 888 $147K
Walsh & Associates, LLC 0.15% Reduce -9.9% 887 $147K
TrustBank 0.06% New 885 $146K
Copia Wealth Management 0.10% No change 878 $145K
Newton One Investments LLC 0.04% Add +0.3% 863 $143K
Greykasell Wealth Strategies, Inc. 0.06% Add +6.8% 844 $140K
Curat Global, LLC 0.14% No change 840 $139K
Financial Life Planners 0.11% New 832 $138K
Cascades Capital Asset Management, LLC 0.06% Add +0.7% 823 $136K
Evelyn Partners Investment Management (Europe) Ltd 0.05% No change 820 $136K
New England Capital Financial Advisors LLC 0.04% Add +0.9% 815 $135K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +14.9% 804 $133K
Atlas Capital Advisors Inc. 0.01% Add +945.3% 784 $130K
Miller Capital Partners, Inc. 0.06% No change 755 $125K
Gold Investment Management Ltd. 0.04% No change 750 $124K
Indiana Trust & Investment Management Co 0.04% Reduce -9.7% 747 $124K
Bullock Wealth Management Group 0.06% Add +0.3% 779 $122K
McGuire Capital Advisors Inc. 0.08% Reduce -11.0% 728 $120K
Advocate Investing Services LLC 0.10% No change 710 $117K
S&T Bank 0.04% Reduce -1.5% 675 $112K
Steigerwald, Gordon & Koch Inc. 0.01% Add +6.0% 674 $112K
Birch Capital Management, LLC 0.06% Reduce -5.0% 665 $110K
University of Texas/Texas Am Investment Management Co. 0.02% No change 652 $108K
Stone House Investment Management, LLC 0.02% Add +33.3% 652 $108K
Private Wealth Management Group, LLC 0.03% No change 641 $106K
Proffitt & Goodson Inc. 0.02% No change 637 $105K
Winthrop Capital Management, LLC 0.03% No change 633 $105K
Dunhill Financial, LLC 0.02% Reduce -1.3% 631 $104K
Quest 10 Wealth Builders, Inc. 0.09% Add +26.3% 614 $102K
Sfam, LLC 0.09% No change 613 $101K
Mowery & Schoenfeld Wealth Management, LLC 0.15% Reduce -21.1% 604 $100K
Frazier Financial Advisors, LLC 0.06% Add +127.1% 604 $100K
Hughes Financial Services, LLC 0.02% Add +4.1% 604 $100K
Gen-Wealth Partners Inc 0.03% Reduce -13.0% 600 $99K
BNP Paribas 0.00% No change 600 $99K
Mb, Levis & Associates, LLC 0.04% Add +0.2% 598 $99K
Quarry LP 0.02% Add +6.5% 593 $98K
Financial Network Wealth Advisors LLC 0.10% Add +10.2% 592 $98K
Elequin Capital, LP 0.03% New 590 $98K
Virginia Estate & Retirement Planning Advisors Inc. 0.17% — 589 $97K
Bay Harbor Wealth Management, LLC 0.03% Add +538.0% 587 $97K
Kemnay Advisory Services Inc. 0.02% Reduce -5.5% 586 $97K
Pflug Koory, LLC 0.04% No change 585 $97K
Leo H. Evart, Inc. 0.08% — 577 $95K
Investors Portfolio Services LLC 0.09% Reduce -22.6% 563 $94K
Timothy G. Youngquist 2020 Irrevocable Trust 0.04% New 549 $91K
Evolution Wealth Management Inc. 0.07% Add +4881.8% 548 $91K
Ares Financial Consulting, LLC 0.07% Add +97.6% 567 $89K
Avalon Trust Co 0.01% New 539 $89K
Global Wealth Strategies & Associates 0.02% No change 530 $88K
Millstone Evans Group, LLC 0.05% Add +11.4% 526 $87K
Valley Wealth Managers, Inc. 0.01% Reduce -20.6% 525 $87K
Gill Capital Partners, LLC 0.02% New 521 $86K
Vision Retirement, LLC 0.02% Reduce -5.8% 516 $85K
Morse Asset Management, Inc 0.02% Add +2.6% 513 $85K
Accordant Advisory Group Inc 0.05% Reduce -16.7% 500 $83K
Ameliora Wealth Management Ltd. 0.03% No change 500 $83K
Tanglewood Legacy Advisors, LLC 0.03% No change 487 $81K
Wolff Wiese Magana LLC 0.04% No change 480 $79K
Physician Wealth Advisors, Inc. 0.01% Add +26.5% 477 $79K
Protective Life Corp. 0.26% New 475 $79K
Intelligent Financial Strategies 0.04% No change 470 $78K
LFA - Lugano Financial Advisors SA 0.04% No change 460 $76K
Olistico Wealth, LLC 0.04% Reduce -17.9% 460 $76K
Darwin Wealth Management, LLC 0.02% Add +0.4% 458 $76K
Hanson & Doremus Investment Management 0.01% No change 452 $75K
Tacita Capital Inc 0.04% No change 440 $73K
IFS Advisors, LLC 0.04% New 437 $72K
One River Asset Management, LLC 0.25% Reduce -33.7% 436 $72K
Davis Capital Management 0.05% Reduce -37.0% 435 $72K
Fourth Dimension Wealth, LLC 0.03% Reduce -16.3% 433 $72K
Horizon Financial Services, LLC 0.03% Add +137.9% 433 $72K
Canton Hathaway, LLC 0.01% Reduce -18.8% 432 $71K
Country Trust Bank 0.00% Add +10.5% 431 $71K
Highline Wealth Partners LLC 0.02% Add +17.7% 425 $70K
McIlrath & Eck, LLC 0.01% Add +0.5% 419 $69K
Nvwm, LLC 0.01% No change 407 $67K
Asset Dedication, LLC 0.00% Reduce -5.4% 405 $67K
Essex Investment Management Co. LLC 0.01% No change 402 $66K
Financial Consulate, Inc. 0.01% Add +17.6% 401 $66K
Knuff & Co LLC 0.02% Add +33.3% 400 $66K
Blue Bell Private Wealth Management, LLC 0.01% No change 400 $66K
Wellington Grp LLC 0.02% Reduce -18.4% 396 $65K
Rialto Wealth Management, LLC 0.01% Add +110.1% 395 $65K
Retirement Wealth Solutions LLC 0.04% Reduce -15.8% 393 $65K
Bell Investment Advisors, Inc 0.01% Add +1.6% 390 $64K
DHJJ Financial Advisors, Ltd. 0.02% No change 389 $64K
Basso Capital Management, L.P. 0.04% No change 389 $64K
Catherine Avery Investment Management LLC 0.03% Add +0.8% 385 $64K
Legacy Wealth Managment, LLC 0.03% Add +25.1% 384 $63K
Founders Capital Management 0.03% No change 379 $63K
Prestige Wealth Management Group LLC 0.01% Add +12.6% 375 $63K
Sachetta, LLC 0.03% Add +13.4% 372 $62K
Marquette Asset Management, LLC 0.01% No change 366 $61K
Wealth Science Advisors LLC 0.03% New 377 $60K
Osterweis Capital Management Inc. 0.00% Reduce -6.8% 357 $59K
POM Investment Strategies, LLC 0.07% Add +4.1% 352 $58K
Global Trust Asset Management, LLC 0.02% Add +131.6% 352 $58K
Delos Wealth Advisors, LLC 0.03% Reduce -3.3% 351 $58K
Scarborough Advisors, LLC 0.01% New 346 $57K
Plante Moran Financial Advisors, LLC 0.00% Reduce -91.3% 340 $56K
Barrett & Company, Inc. 0.02% No change 339 $56K
Winch Advisory Services, LLC 0.01% Add +0.9% 336 $55K
Obsidian Cio, LLC 0.05% Add +13.2% 334 $55K
Pinney & Scofield, Inc. 0.03% No change 330 $55K
PFS Partners, LLC 0.02% No change 327 $54K
Ball & Co Wealth Management Inc. 0.04% Add +0.9% 321 $53K
Bulwark Capital Corp 0.03% No change 317 $52K
Boyd Watterson Asset Management LLC 0.02% No change 312 $52K
McMillan Office, Inc. 0.01% No change 310 $51K
South Plains Financial, Inc. 0.03% Add +9.6% 309 $51K
Covestor Ltd 0.04% Reduce -32.1% 311 $51K
Chelsea Counsel Co. 0.02% No change 300 $50K
Measured Wealth Private Client Group, LLC 0.01% Add +57.1% 297 $49K
Tidemark, LLC 0.01% New 285 $47K
Evergreen Advisors, LLC 0.01% New 280 $46K
Joseph Group Capital Management 0.01% Add +137.9% 276 $46K
Pacifica Partners Inc. 0.01% No change 269 $44K
Financial Perspectives, Inc 0.01% Add +0.4% 263 $43K
SJS Investment Consulting Inc. 0.01% Add +17.6% 261 $43K
Summit Securities Group LLC 0.02% Reduce -97.7% 256 $42K
Miller Global Investments, LLC 0.04% No change 250 $41K
Blume Capital Management, Inc. 0.01% No change 250 $41K
Swiss Re Ltd. 0.25% No change 248 $41K
Clearstead Trust, LLC 0.01% No change 246 $41K
Dogwood Wealth Management LLC 0.02% Add +35.4% 245 $41K
Quintet Private Bank (Europe) S.A. 0.00% No change 242 $40K
Synergy Investment Management, LLC 0.01% New 240 $40K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.03% Reduce -5.6% 236 $39K
Westfuller Advisors, LLC 0.02% Reduce -4.1% 235 $39K
Aspect Partners, LLC 0.02% No change 235 $39K
Wellington-Altus USA Inc. 0.02% Reduce -45.3% 211 $38K
Avion Wealth 0.01% Add +28.0% 233 $38K
WFA of San Diego, LLC 0.03% No change 225 $37K
Investors Research Corp 0.01% Reduce -40.2% 223 $37K
1 North Wealth Services LLC 0.01% No change 220 $36K
Legacy Bridge, LLC 0.01% No change 218 $36K
Abound Wealth Management 0.01% Add +28.7% 215 $36K
Financial Freedom, LLC 0.02% Add +38.7% 215 $36K
Elevation Wealth Partners, LLC 0.01% Add +71.3% 209 $35K
Virtus Advisers, LLC 0.02% Reduce -92.8% 209 $35K
Mosley Wealth Management 0.02% New 213 $35K
Reyes Financial Architecture, Inc. 0.03% Reduce -21.7% 206 $34K
Wilkerson Advisory Group LLC 0.01% Add +109.2% 205 $34K
Napier Financial, LLC 0.01% New 202 $33K
RHL Group, LLC 0.03% New 201 $33K
Pioneer Family Office, LLC 0.02% No change 200 $33K
St. Johns Investment Management Company, LLC 0.01% No change 200 $33K
Red Tortoise LLC 0.01% No change 192 $32K
Estabrook Capital Management 0.00% No change 192 $32K
Kelly Lawrence W & Associates Inc. 0.01% No change 190 $31K
True Link Financial Advisors, LLC 0.00% New 190 $31K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +136.3% 189 $31K
Cedar Mountain Advisors, LLC 0.01% Add +60.2% 189 $31K
Entrust Financial LLC 0.02% Reduce -5.1% 186 $31K
Lloyd Advisory Services, LLC. 0.01% Reduce -81.1% 182 $30K
Kingdom Financial Group LLC. 0.01% Add +691.3% 182 $30K
Intentional Wealth Strategies, LLC 0.03% — 179 $30K
Kilter Group LLC 0.01% Add +6.0% 178 $29K
Vermillion Wealth Management, Inc. 0.01% Add +146.5% 175 $29K
Prudent Man Investment Management, Inc. 0.01% No change 180 $29K
Wealth Preservation Advisors, LLC 0.02% Add +25.4% 173 $29K
DiNuzzo Private Wealth, Inc. 0.00% No change 172 $28K
Robinswood Financial LLC 0.01% Reduce -0.6% 171 $28K
Glass Jacobson Investment Advisors llc 0.01% Reduce -14.2% 169 $28K
Burkett Financial Services, LLC 0.01% Add +0.6% 168 $28K
Aventus Investment Advisors, Inc. 0.02% No change 160 $26K
JNBA Financial Advisors 0.00% No change 159 $26K
Mark Sheptoff Financial Planning, LLC 0.01% No change 148 $25K
Osbon Capital Management LLC 0.02% No change 148 $24K
Arlington Trust Co LLC 0.00% Add +169.2% 140 $23K
WealthCollab, LLC 0.01% Add +16.0% 138 $23K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -63.5% 134 $22K
Operose Advisors LLC 0.01% New 134 $22K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -3.0% 131 $22K
Penserra Capital Management LLC 0.00% Reduce -2.3% 129 $21K
CrossGen Wealth, LLC 0.02% Add +0.8% 125 $21K
Magnolia Wealth Management, LLC 0.01% New 124 $21K
Provenance Wealth Advisors, LLC 0.00% Reduce -59.6% 124 $21K
Portus Wealth Advisors, LLC 0.02% New 123 $20K
Beacon Financial Strategies CORP 0.01% No change 119 $20K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 118 $20K
Ironwood Wealth Management, Inc. 0.01% New 118 $19K
Clark Wealth Partners 0.01% No change 112 $19K
Principia Wealth Advisory, LLC 0.01% Reduce -83.5% 113 $19K
MBM Wealth Consultants, LLC 0.00% New 109 $18K
Portfolio Resources Advisor Group, Inc. 0.02% Reduce -33.7% 108 $18K
Hurley Capital, LLC 0.01% Add +0.9% 106 $18K
Raffa Wealth Management, LLC 0.00% Add +183.8% 105 $17K
Ogorek Anthony Joseph /NY/ 0.00% Add +128.3% 105 $17K
First PREMIER Bank 0.00% No change 100 $17K
Graney & King, LLC 0.01% Add +1.0% 101 $17K
Seneschal Advisors, LLC 0.01% No change 100 $17K
North Ridge Wealth Advisors, Inc. 0.01% No change 100 $17K
Tradewinds Capital Management, LLC 0.00% No change 100 $17K
Halbert Hargrove Global Advisors, LLC 0.00% New 100 $17K
Y.D. More Investments Ltd 0.00% Add +19.5% 98 $16K
Community Financial Services Group, LLC 0.00% New 100 $16K
JDM Financial Group LLC 0.01% No change 95 $16K
Nova Wealth Management, Inc. 0.01% Add +78.4% 91 $15K
Decker Retirement Planning Inc. 0.01% No change 89 $15K
Caitlin John, LLC 0.01% Reduce -35.8% 88 $15K
Financially Speaking Inc 0.07% No change 85 $14K
Gleason Group, Inc. 0.00% Add +1.2% 85 $14K
Nalls Sherbakoff Group, LLC 0.01% No change 82 $14K
HighMark Wealth Management LLC 0.01% Reduce -10.2% 79 $13K
HFM Investment Advisors, LLC 0.01% Add +1.3% 78 $13K
Richards, Merrill & Peterson, Inc. 0.00% Reduce -57.4% 75 $12K
High Note Wealth, LLC 0.00% Add +36.4% 75 $12K
Team Financial Group, LLC 0.01% Add +1.4% 74 $12K
Hager Investment Management Services, LLC 0.01% No change 73 $12K
Cetera Trust Company, N.A 0.01% No change 72 $12K
Burk Holdings LLC 0.01% New 70 $12K
Contravisory Investment Management, Inc. 0.00% New 70 $12K
Investment Counsel Co. of Nevada 0.03% New 69 $11K
Anfield Capital Management, LLC 0.00% Reduce -65.0% 69 $11K
Morton Brown Family Wealth, LLC 0.00% No change 67 $11K
WestEnd Advisors, LLC 0.00% No change 66 $11K
Benson Wealth Management INC 0.01% No change 64 $11K
Evelyn Partners Asset Management Ltd 0.00% No change 63 $10K
Aviso Financial Inc. 0.00% No change 61 $10K
IMA Advisory Services, Inc. 0.00% Add +5.5% 58 $10K
Rakuten Securities, Inc. 0.00% Reduce -89.8% 57 $9K
TopTier Wealth Management, LLC 0.01% New 53 $9K
Park Square Financial Group, LLC 0.07% Reduce -66.0% 52 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 51 $8K
Sunrise Financial Services, LLC 0.01% No change 47 $8K
Wiser Advisor Group LLC 0.01% No change 46 $8K
1620 Investment Advisors, Inc. 0.00% Reduce -10.9% 41 $7K
SWAN Capital LLC 0.00% No change 40 $7K
IAG Wealth Partners, LLC 0.00% No change 39 $6K
Quaker Wealth Management, LLC 0.00% Add +18.8% 38 $6K
Key Capital Management, INC 0.00% Add +58.3% 38 $6K
Holos Integrated Wealth LLC 0.00% No change 39 $6K
Strive Financial Group ,LLC 0.00% No change 38 $6K
RMG Wealth Management LLC 0.00% No change 32 $6K
Minot DeBlois Advisors LLC 0.01% Reduce -30.0% 35 $6K
Cornerstone Financial Management LLC 0.01% Add +45.8% 35 $6K
United Financial Planning Group LLC 0.00% Reduce -72.4% 34 $6K
First Pacific Financial 0.00% New 34 $6K
LGT Financial Advisors LLC 0.03% No change 32 $5K
Imprint Wealth LLC 0.02% No change 32 $5K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 30 $5K
PayPay Securities Corp 0.17% Reduce -26.2% 31 $5K
Silicon Valley Capital Partners 0.00% New 27 $4K
Advantage Trust Co 0.00% No change 25 $4K
Altshuler Shaham Ltd 0.00% New 25 $4K
DecisionPoint Financial, LLC 0.00% Reduce -46.7% 24 $4K
Lummis Asset Management, LP 0.00% No change 23 $4K
Signature Resources Capital Management, LLC 0.00% Reduce -48.8% 22 $4K
Dagco, Inc. 0.00% No change 22 $4K
Financial Gravity Asset Management, Inc. 0.00% No change 19 $3K
Hara Capital LLC 0.00% No change 15 $3K
Broadwater Capital Management LLC 0.00% No change 14 $2K
Torren Management, LLC 0.00% Reduce -84.2% 13 $2K
Phillip James Consulting Co. 0.00% New 14 $2K
Rachor Investment Advisory Services, LLC 0.00% Add +9.1% 12 $2K
Bare Financial Services, Inc 0.00% Add +37.5% 11 $2K
Nvest Wealth Strategies, Inc. 0.00% New 9 $1K
Palladiem, LLC 0.00% No change 7 $1K
Breakwater Investment Management 0.00% New 6 $993
3 Factor Indexing, LLC 0.00% — 4 $662
NorthAvenue LLC 0.00% No change 4 $662
ROSS\JOHNSON & Associates LLC 0.01% No change 4 $661
Murphy & Mullick Capital Management Corp 0.00% No change 4 $661
Curio Wealth, LLC 0.00% Reduce -92.0% 4 $661
USA Financial Formulas 0.00% No change 3 $496
Arcadia Investment Management Corp. 0.00% No change 2 $331
Godfrey Financial Associates, Inc. 0.00% No change 1 $165

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