Schwab (charles)SCHW

13F holders, Q2 2025 (June 30)
2,145holders +116
218new positions
101sold out
19famous investors
$91.14avg. 13F price*

At the end of Q2 2025, 2,145 institutions reported holding Schwab (charles) Corp. (SCHW) in their 13F filings, up 116 from Q1 2025. 218 opened new positions and 101 sold out. The largest holders were Vanguard Group Inc. ($13.8B), BlackRock, Inc. ($11.7B) and Dodge & Cox ($7.7B). 19 famous investors held it, including Stephen Yacktman (5.6% of Yacktman Asset Management's portfolio), Francois Rochon (4.9% of Giverny Capital's portfolio) and Daniel Sundheim (4.5% of D1 Capital Partners's portfolio).

Company
Schwab (charles) Corp.
Sector
Finance
CUSIP
808513105
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,876Q1 2024Q2 2024: 1,894Q2 2024Q3 2024: 1,854Q3 2024Q4 2024: 1,991Q4 2024Q1 2025: 2,029Q1 2025Q2 2025: 2,145Q2 2025Q3 2025: 2,174Q3 2025Q4 2025: 2,330Q4 2025Q1 2026: 2,339Q1 2026Q2 2026: 2,317Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions218$830.3M
Exits101$533.7M

All 13F filers, Q1 2025 → Q2 2025: 96,467,587 shares bought and 108,317,697 shares sold, net −11,850,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,145 holders

Vanguard Group Inc. 0.22% Add +1.9% 151,182,081 $13.8B
BlackRock, Inc. 0.22% Add +4.4% 128,213,107 $11.7B
Dodge & Cox 4.32% Reduce -5.0% 84,357,885 $7.7B
T. Rowe Price Associates Inc. 0.78% Reduce -8.8% 74,835,769 $6.8B
State Street Corp. 0.25% Add +0.7% 72,464,619 $6.6B
JPMorgan Chase & Co. 0.44% Add +30.4% 70,604,230 $6.4B
Geode Capital Management, LLC 0.24% Add +2.9% 37,381,183 $3.4B
FMR LLC 0.18% Add +8.1% 34,579,061 $3.2B
Franklin Resources Inc. 0.74% Add +2.8% 30,035,937 $2.7B
Morgan Stanley 0.14% Add +12.4% 24,088,854 $2.2B
Harris Associates (Oakmark Funds) 3.41% Reduce -16.8% 22,969,673 $2.1B
Fisher Asset Management 0.77% Add +1.0% 21,376,690 $2.0B
Norges Bank 0.24% Reduce -14.2% 20,713,047 $1.9B
Primecap Management Co. 1.38% Add +35.9% 19,034,806 $1.7B
Massachusetts Financial Services Co. 0.53% Reduce -10.3% 18,405,261 $1.7B
Artisan Partners Limited Partnership 2.47% Add +2.4% 18,176,812 $1.7B
Northern Trust Corp. 0.21% Reduce -1.9% 17,107,674 $1.6B
Viking Global Investors 4.16% Reduce -11.0% 15,773,225 $1.4B
Bank of America Corp. 0.11% Reduce -3.6% 15,395,866 $1.4B
Alliancebernstein L.P. 0.46% Reduce -10.2% 15,374,233 $1.4B
Invesco Ltd. 0.24% Reduce -2.6% 15,175,398 $1.4B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.26% Add +11.8% 14,343,788 $1.3B
Bank of New York Mellon Corp 0.24% Add +28.3% 14,182,132 $1.3B
Generation Investment Management LLP 8.05% Reduce -3.1% 13,885,456 $1.3B
Wellington Management Group LLP 0.21% Reduce -19.6% 12,448,953 $1.1B
Brown Advisory Inc. 1.46% Add +88.4% 12,162,260 $1.1B
Flossbach Von Storch SE 3.95% Reduce -2.1% 10,580,171 $965.3M
Charles Schwab Investment Management Inc. 0.15% Add +1.2% 9,472,454 $864.3M
Ameriprise Financial Inc. 0.21% Reduce -6.2% 9,162,235 $836.0M
UBS Group AG 0.17% Reduce -10.7% 9,053,713 $826.1M
Goldman Sachs Group Inc. 0.13% Add +14.7% 9,007,883 $821.9M
Legal & General Group Plc 0.19% Reduce -1.3% 8,569,949 $781.9M
Allen Investment Management, LLC 7.63% Reduce -6.5% 7,672,993 $700.1M
Baird Financial Group, Inc. 1.17% Add +5.7% 7,294,943 $665.6M
Baron Capital (BAMCO) 1.74% Reduce -2.4% 7,051,368 $643.4M
Lazard Asset Management LLC 0.96% Reduce -7.2% 6,889,739 $628.6M
Ruane, Cunniff & Goldfarb L.P. 10.32% Reduce -2.4% 6,598,822 $602.1M
Royal Bank of Canada 0.11% Add +33.5% 6,425,312 $586.2M
Janus Henderson Group PLC 0.28% Reduce -6.2% 6,360,756 $580.3M
Deutsche Bank AG 0.21% Add +23.6% 6,338,971 $578.4M
Principal Financial Group Inc. 0.30% Reduce -3.6% 6,314,824 $576.2M
Envestnet Asset Management Inc. 0.16% Add +7.1% 6,189,664 $564.7M
Nuveen, LLC 0.15% Add +2.4% 5,766,700 $526.2M
Amundi 0.18% Reduce -4.8% 5,744,025 $524.7M
Two Sigma Advisers, LP 1.06% Add +15.8% 5,644,295 $515.0M
Dimensional Fund Advisors LP 0.12% Add +0.7% 5,518,101 $503.4M
Ensign Peak Advisors, Inc 0.74% Reduce -10.1% 4,750,606 $433.4M
Clearbridge Investments, LLC 0.35% Add +0.0% 4,653,846 $424.6M
Arrowstreet Capital, Limited Partnership 0.30% Reduce -0.0% 4,620,554 $421.6M
Provident Trust Co. 7.61% Reduce -0.5% 4,576,369 $417.5M
Yacktman Asset Management 5.60% Reduce -3.0% 4,565,374 $416.5M
Fiduciary Management Inc. 3.84% Reduce -5.3% 4,385,494 $400.1M
London Co. of Virginia 2.23% Reduce -2.4% 4,323,063 $394.4M
Boston Partners 0.43% Reduce -13.9% 4,223,094 $386.5M
Lord, Abbett & Co. LLC 1.26% Reduce -1.8% 4,078,410 $372.1M
Barclays PLC 0.15% Reduce -6.0% 4,026,857 $367.4M
Canada Pension Plan Investment Board 0.31% Add +33.7% 3,963,095 $361.6M
Farallon Capital Management, L.L.C. 1.65% Add +3.3% 3,959,057 $361.2M
Sumitomo Mitsui Trust Group, Inc. 0.22% Add +2.2% 3,917,265 $357.4M
National Pension Service 0.30% Add +22.0% 3,840,019 $350.4M
RPTC Inc. 61.30% No change 3,822,501 $348.8M
D1 Capital Partners 4.46% Reduce -19.1% 3,523,904 $321.5M
HSBC Holdings PLC 0.20% Reduce -15.8% 3,418,918 $311.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.24% Add +7.4% 3,277,467 $299.0M
Timucuan Asset Management Inc. 8.53% Reduce -2.3% 3,196,830 $291.7M
Newlands Management Operations LLC 1.54% No change 3,196,166 $291.6M
Rhumbline Advisers 0.24% Reduce -0.7% 3,061,161 $279.3M
American Century Companies Inc. 0.15% Reduce -12.8% 3,025,726 $276.1M
Wells Fargo & Company 0.06% Add +8.8% 3,019,099 $275.5M
Bank of Montreal 0.14% Add +58.3% 2,984,760 $272.3M
California Public Employees Retirement System 0.17% Reduce -4.7% 2,946,962 $268.9M
Voya Investment Management LLC 0.30% Add +495.8% 2,894,395 $264.1M
Neuberger Berman Group LLC 0.20% Add +0.0% 2,857,238 $260.6M
Two Sigma Investments, LP 0.49% Add +46.1% 2,843,926 $259.5M
Findlay Park Partners LLP 2.56% Reduce -19.6% 2,726,369 $248.8M
Nordea Investment Management AB 0.23% Add +2.8% 2,734,960 $248.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.26% Reduce -7.4% 2,705,116 $246.8M
California State Teachers Retirement System 0.27% Add +2.2% 2,701,032 $246.4M
Raymond James Financial Inc. 0.08% Add +7.3% 2,675,619 $244.1M
NorthCoast Asset Management LLC 1.04% Reduce -0.6% 2,664,658 $243.1M
Fort Washington Investment Advisors Inc. 1.35% Reduce -0.8% 2,576,688 $235.1M
AQR Capital Management 0.19% Add +8.1% 2,549,953 $231.7M
Citigroup Inc. 0.16% Add +15.2% 2,524,058 $230.3M
Route One Investment Company, L.P. 10.29% Reduce -25.4% 2,515,343 $229.5M
New York State Common Retirement Fund 0.30% Reduce -2.9% 2,433,111 $222.0M
Healthcare of Ontario Pension Plan Trust Fund 0.45% Add +47.1% 2,431,002 $221.8M
Assenagon Asset Management S.A. 0.35% Reduce -18.3% 2,410,858 $220.0M
PointState Capital LP 4.75% Reduce -21.3% 2,408,147 $219.7M
Thrivent Financial for Lutherans 0.49% Add +14.5% 2,378,672 $217.0M
US Bancorp \de 0.27% Reduce -4.6% 2,366,170 $215.9M
Cooke & Bieler LP 2.06% Reduce -6.5% 2,255,425 $205.8M
Darsana Capital Partners LP 5.86% No change 2,250,000 $205.3M
Veritas Asset Management LLP 2.03% Reduce -3.1% 2,223,011 $202.8M
Van Eck Associates Corp. 0.23% Reduce -11.5% 2,190,801 $199.9M
Los Angeles Capital Management LLC 0.75% Reduce -32.5% 2,185,390 $199.4M
Beck Mack & Oliver LLC 3.67% Reduce -3.1% 2,104,071 $192.0M
North Peak Capital Management, LLC 15.01% Reduce -0.6% 2,095,620 $191.2M
Marshall Wace, LLP 0.22% Add +112.3% 2,031,878 $185.4M
Sterling Capital Management LLC 2.63% Reduce -6.5% 2,028,959 $185.1M
Natixis Advisors, LLC 0.29% Add +29.7% 2,006,333 $183.1M
Point72 Asset Management 0.44% Reduce -27.4% 1,926,506 $175.8M
Adage Capital Partners Gp, L.L.C. 0.29% Reduce -12.3% 1,914,339 $174.7M
Macquarie Group Ltd. 0.21% Reduce -39.6% 1,855,781 $169.3M
CIBC Private Wealth Group LLC 0.30% Reduce -1.0% 1,839,392 $167.8M
Millennium Management 0.15% Reduce -73.9% 1,790,097 $163.3M
Truist Financial Corp. 0.24% Reduce -3.1% 1,774,426 $161.9M
Capitolis Liquid Global Markets LLC 1.18% Add +77.5% 1,767,600 $161.3M
1832 Asset Management L.P. 0.28% Add +367.1% 1,748,922 $159.6M
Danske Bank A/S 0.39% Add +19.3% 1,728,548 $157.7M
Qube Research & Technologies Ltd 0.21% New 1,696,997 $154.8M
CapitalatWork S.A. 4.69% Reduce -2.8% 1,688,649 $154.1M
Russell Investments Group, Ltd. 0.19% Reduce -0.0% 1,627,650 $148.3M
State Board of Administration of Florida Retirement System 0.26% Add +1.7% 1,581,022 $144.3M
Giverny Capital 4.90% Add +65.2% 1,567,495 $143.0M
LPL Financial LLC 0.05% Add +15.6% 1,558,238 $142.2M
Holocene Advisors, LP 0.35% Add +34.3% 1,547,835 $141.2M
Sei Investments Co. 0.16% Reduce -5.0% 1,545,740 $141.0M
D. E. Shaw & Co. 0.15% Reduce -80.6% 1,534,596 $140.0M
Liontrust Investment Partners LLP 1.97% Reduce -6.0% 1,508,269 $137.6M
BNP Paribas Financial Markets 0.11% Reduce -65.2% 1,486,933 $135.7M
Intermede Investment Partners Ltd 4.13% Reduce -5.0% 1,466,510 $133.8M
Bank Julius Baer & Co. Ltd, Zurich 0.39% Reduce -34.3% 1,448,778 $132.2M
Nearwater Capital Markets, Ltd 2.08% Add +1324.9% 1,424,879 $130.0M
National Bank of Canada 0.14% Reduce -16.8% 1,397,847 $127.5M
Capital International Investors 0.02% Add +0.8% 1,388,294 $126.7M
Markel Group 1.05% No change 1,364,800 $124.5M
Zurich Insurance Group Ltd 0.95% New 1,345,009 $122.7M
Manufacturers Life Insurance Company, The 0.11% Reduce -2.3% 1,340,955 $122.3M
Atalanta Sosnoff Capital, LLC 2.47% Add +65.3% 1,332,768 $121.6M
Renaissance Technologies 0.16% Add +82.8% 1,317,641 $120.2M
FIL Ltd 0.10% Add +19.3% 1,316,718 $120.1M
Parnassus Investments, LLC 0.28% Reduce -0.1% 1,306,604 $119.2M
Royal London Asset Management Ltd. 0.27% Add +0.5% 1,288,327 $117.5M
AustralianSuper Pty Ltd 0.59% Reduce -6.3% 1,276,570 $116.5M
Bank of Nova Scotia 0.24% Reduce -2.4% 1,268,772 $115.8M
New York State Teachers Retirement System 0.24% Add +0.5% 1,257,498 $114.7M
Aviva PLC 0.24% Add +11.7% 1,253,849 $114.4M
CANADA LIFE ASSURANCE Co 0.18% Reduce -0.2% 1,245,036 $113.6M
Bristol John W & Co. Inc. 1.82% Add +42.2% 1,232,929 $112.5M
Toronto Dominion Bank 0.24% Add +36.8% 1,216,436 $111.0M
Korea Investment CORP 0.24% Reduce -6.6% 1,198,496 $109.4M
Prudential Financial Inc. 0.14% Add +27.4% 1,165,082 $106.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.19% Reduce -1.6% 1,162,782 $106.1M
Alyeska Investment Group, L.P. 0.37% Reduce -37.5% 1,150,991 $105.0M
Retirement Systems of Alabama 0.37% Reduce -5.2% 1,143,266 $104.3M
KBC Group NV 0.28% Reduce -46.1% 1,127,029 $102.8M
Wealth Enhancement Advisory Services, LLC 0.17% Add +2.4% 1,113,723 $101.9M
Freestone Grove Partners LP 0.77% Reduce -28.5% 1,112,366 $101.5M
Stifel Financial Corp. 0.10% Add +17.3% 1,096,914 $100.1M
Cerity Partners LLC 0.18% Reduce -0.4% 1,103,363 $99.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.24% Add +2.7% 1,072,894 $97.9M
Schroder Investment Management Group 0.08% Add +11.0% 1,044,292 $95.3M
Pictet Asset Management Holding SA 0.10% Reduce -0.6% 1,028,226 $93.8M
Equity Investment Corp. 2.05% Reduce -34.3% 1,028,062 $93.8M
Bain Capital Public Equity Management II, LLC 4.42% Add +0.7% 1,023,658 $93.4M
Crawford Investment Counsel Inc. 1.63% Reduce -1.6% 1,021,157 $93.2M
Cubist Systematic Strategies, LLC 0.99% New 1,000,732 $91.3M
State of Wisconsin Investment Board 0.22% Reduce -0.3% 989,628 $90.3M
Park Presidio Capital LLC 9.37% Add +166.2% 968,852 $88.4M
Citadel Advisors 0.08% Reduce -95.3% 967,869 $88.3M
STRS Ohio 0.33% Add +0.0% 967,433 $88.3M
APG Asset Management N.V. 0.26% Add +1.9% 1,127,602 $87.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.21% Add +37.9% 946,642 $86.4M
Summitry LLC 3.85% Reduce -9.6% 931,267 $85.0M
Chevy Chase Trust Holdings, LLC 0.24% Add +1.1% 919,454 $83.9M
Ninety One UK Ltd 0.20% Reduce -12.1% 917,619 $83.7M
Par Capital Management Inc. 2.71% Add +0.4% 909,000 $82.9M
Glenmede Investment Management, LP 0.42% — 908,537 $82.9M
Clarkston Capital Partners, LLC 1.75% Reduce -1.2% 904,319 $82.5M
Premier Fund Managers Ltd 2.97% Add +0.4% 903,915 $81.3M
Aberdeen Group plc 0.14% Reduce -14.4% 873,201 $79.7M
Madison Asset Management, LLC 0.83% Reduce -12.2% 841,082 $76.7M
Storebrand Asset Management As 0.22% Add +7.2% 827,380 $75.5M
Carnegie Investment Counsel 1.52% Add +0.8% 826,339 $75.4M
Thornburg Investment Management Inc. 0.96% Reduce -9.7% 813,874 $74.3M
Victory Capital Management Inc. 0.05% Add +48.8% 813,453 $74.2M
Central Securities Corp 6.44% No change 800,000 $73.0M
Treasurer of the State of North Carolina 0.23% Add +5.1% 797,239 $72.7M
Employees Retirement System of Texas 0.69% Reduce -1.0% 788,797 $72.0M
Barr E S & Co. 4.10% Reduce -1.3% 784,765 $71.6M
HughesLittle Investment Management Ltd. 14.22% Reduce -0.8% 759,031 $69.3M
Becker Capital Management Inc. 2.15% Reduce -0.1% 755,839 $69.0M
Swedbank AB 0.08% Add +16.0% 755,020 $68.9M
Mitsubishi UFJ Trust & Banking Corp 0.16% Reduce -0.2% 754,686 $68.9M
Corient Private Wealth LP 0.09% Reduce -6.6% 754,224 $68.8M
Blair William & Co. 0.19% Reduce -12.9% 752,699 $68.7M
Paralel Advisors LLC 2.79% No change 750,000 $68.4M
TD Asset Management Inc 0.06% Add +0.3% 749,390 $68.4M
Cercano Management LLC 1.93% Reduce -34.8% 740,267 $67.5M
Asset Management One Co., Ltd. 0.21% Add +0.1% 729,490 $66.6M
Allspring Global Investments Holdings, LLC 0.11% Reduce -10.9% 721,319 $65.8M
Panagora Asset Management Inc. 0.30% Add +3848.2% 718,255 $65.5M
Assetmark, Inc. 0.15% Add +66.5% 718,190 $65.5M
Maplelane Capital, LLC 4.02% Add +257.6% 715,280 $65.3M
Public Employees Retirement System of Ohio 0.21% Add +2.1% 696,105 $63.5M
Balyasny Asset Management L.P. 0.15% Reduce -86.9% 695,332 $63.4M
Aureus Asset Management, LLC 3.81% Reduce -1.6% 653,515 $59.6M
MML Investors Services, LLC 0.17% Add +5.1% 653,419 $59.6M
Mackenzie Financial Corp. 0.08% Add +5.7% 651,394 $59.4M
Mn Services Vermogensbeheer B.V. 0.41% Add +16.8% 644,000 $58.8M
Snyder Capital Management L P 1.23% Reduce -13.8% 631,646 $57.6M
State of Tennessee, Department of Treasury 0.21% Add +2.3% 630,886 $57.6M
Jane Street Group, LLC 0.09% Reduce -26.8% 626,033 $57.1M
Provident Investment Management, Inc. 4.85% Reduce -0.4% 620,853 $56.6M
KLP Kapitalforvaltning As 0.24% Add +4.0% 614,372 $56.1M
Handelsbanken Fonder AB 0.20% Add +18.6% 608,308 $55.5M
CORDA Investment Management, LLC. 4.00% Reduce -2.0% 596,666 $54.4M
Sandhill Capital Partners LLC 3.90% Add +0.5% 595,557 $54.3M
Lansforsakringar Fondforvaltning AB (publ) 0.31% Reduce -4.9% 590,606 $53.9M
Voloridge Investment Management, LLC 0.20% Add +1480.1% 588,575 $53.7M
PFG Advisors 2.46% Add +65501.3% 1,994,936 $53.2M
State of New Jersey Common Pension Fund D 0.21% No change 581,976 $53.1M
Resona Asset Management Co.,Ltd. 0.26% Add +4.6% 581,823 $53.0M
Allianz Asset Management GmbH 0.07% Reduce -9.0% 568,804 $51.9M
Rafferty Asset Management, LLC 0.17% Add +1.6% 567,863 $51.8M
Nomura Asset Management Co. Ltd. 0.14% Add +5.0% 562,786 $51.3M
First Trust Advisors LP 0.04% Add +260.9% 561,817 $51.3M
Mount Capital Ltd 16.37% No change 556,678 $50.8M
Delta Global Management LP 3.30% Reduce -21.1% 541,073 $49.4M
Man Group plc 0.11% Add +56.4% 538,360 $49.1M
Squarepoint Ops LLC 0.11% Reduce -15.4% 534,019 $48.7M
Mariner, LLC 0.07% Reduce -4.8% 533,081 $48.6M
Pinebridge Investments, L.P. 0.37% Reduce -7.9% 515,934 $47.1M
Creative Planning 0.04% Reduce -3.9% 508,080 $46.4M
Azora Capital LP 2.09% Reduce -68.7% 507,207 $46.3M
Arizona State Retirement System 0.26% Reduce -5.8% 503,674 $46.0M
North Star Asset Management Inc. 1.93% Reduce -0.4% 500,753 $45.7M
Caledonia Investments PLC 4.49% New 501,000 $45.7M
Janney Montgomery Scott LLC 0.12% Reduce -6.4% 497,400 $45.4M
Teacher Retirement System of Texas 0.19% Add +31.5% 495,032 $45.2M
Lido Advisors, LLC 0.24% Add +3.9% 487,004 $44.4M
Oak Associates Ltd. 2.90% Add +0.2% 486,157 $44.4M
Associated Banc-Corp 1.25% Add +1.2% 482,724 $44.0M
Coronation Fund Managers Ltd. 2.38% Reduce -14.3% 480,481 $43.8M
Ami Asset Management Corp. 2.50% Reduce -33.5% 480,288 $43.8M
Basswood Capital Management, L.L.C. 2.14% Reduce -10.6% 470,579 $42.9M
State of Michigan Retirement System 0.22% Add +0.5% 464,366 $42.4M
Robeco Institutional Asset Management B.V. 0.07% Add +131.2% 461,441 $42.1M
First Manhattan Co. Llc. 0.12% Reduce -0.3% 459,985 $42.0M
Crown Oak Advisors, LLC 19.83% Add +0.5% 459,576 $41.9M
Nisa Investment Advisors, LLC 0.18% Reduce -12.6% 448,963 $41.0M
Teewinot Capital Advisers, L.L.C. 3.35% Add +894.9% 447,027 $40.8M
Forsta Ap-Fonden 0.27% Add +14.3% 445,401 $40.6M
Blue Whale Capital LLP 2.66% Add +33.4% 445,122 $40.6M
Hardman Johnston Global Advisors LLC 1.80% Add +0.3% 444,258 $40.5M
MetLife Investment Management, LLC 0.24% Reduce -1.6% 441,959 $40.3M
Allen Operations LLC 5.52% No change 440,097 $40.2M
Ossiam 0.44% Reduce -68.1% 429,514 $39.2M
Cetera Investment Advisers 0.07% Add +7.3% 428,463 $39.1M
Worldquant Millennium Advisors LLC 0.19% Add +222.7% 421,102 $38.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.20% Add +7.5% 418,885 $38.2M
Czech National Bank 0.30% Add +6.7% 417,484 $38.1M
Berkshire Asset Management LLC 1.70% Reduce -0.1% 411,371 $37.5M
Ariel Investments 0.42% Reduce -27.3% 406,048 $37.0M
Public Sector Pension Investment Board 0.16% Reduce -11.4% 403,517 $36.8M
DekaBank Deutsche Girozentrale 0.06% Reduce -5.5% 396,106 $35.7M
Moore Capital Management, LP 0.77% Add +20.7% 390,880 $35.7M
Cibc World Market Inc. 0.08% Reduce -42.6% 384,486 $35.1M
ProShare Advisors LLC 0.07% Reduce -5.4% 383,647 $35.0M
Whittier Trust Co. 0.42% Add +3.1% 380,291 $34.7M
Gateway Investment Advisers LLC 0.38% Reduce -1.1% 376,935 $34.4M
Cresset Asset Management, LLC 0.17% Reduce -1.0% 374,103 $34.1M
D.A. Davidson & Co. 0.24% Reduce -1.8% 373,292 $34.1M
Picton Mahoney Asset Management 0.48% Add +15.4% 371,619 $33.9M
Osaic Holdings, Inc. 0.06% Add +11.1% 368,451 $33.4M
Commonwealth Equity Services, LLC 0.04% Reduce -0.8% 363,492 $33.2M
PNC Financial Services Group, Inc. 0.02% Add +6.5% 362,913 $33.1M
Greenstone Partners & Co., LLC 7.74% Reduce -17.1% 361,845 $33.0M
Tudor Investment Corporation 0.25% New 361,407 $33.0M
HighTower Advisors, LLC 0.04% Reduce -4.7% 358,238 $32.7M
Federation des caisses Desjardins du Quebec 0.14% Reduce -44.1% 354,216 $32.3M
Skandinaviska Enskilda Banken AB (publ) 0.14% Add +1.1% 350,483 $32.0M
Calamos Advisors LLC 0.20% No change 347,744 $31.7M
Mirae Asset Global Investments Co., Ltd. 0.11% Add +12.4% 346,701 $31.6M
Greatmark Investment Partners, Inc. 3.94% Add +1.5% 343,792 $31.4M
Comerica Bank 0.12% Reduce -4.5% 343,221 $31.3M
Castleark Management LLC 0.94% Add +3556.4% 342,240 $31.2M
Mairs & Power Inc. 0.30% Reduce -33.5% 337,277 $30.8M
Amalgamated Bank 0.24% Add +0.2% 334,552 $30.5M
IFM Investors Pty Ltd 0.29% Add +4.6% 333,109 $30.4M
Sequoia Financial Advisors, LLC 0.21% Add +0.6% 330,159 $30.1M
AXA S.A. 0.09% Add +42.8% 329,222 $30.0M
Flputnam Investment Management Co. 0.52% Reduce -1.1% 329,155 $30.0M
DNB Asset Management AS 0.12% Reduce -4.1% 326,274 $29.8M
Vident Advisory, LLC 0.33% Add +461.0% 323,063 $29.5M
Smith Group Asset Management, LLC 1.92% Add +54.1% 320,718 $29.3M
Quantinno Capital Management LP 0.13% Add +53.4% 317,724 $29.0M
Bessemer Group Inc. 0.05% Add +6.3% 316,508 $28.9M
Xponance LLC 0.24% Add +3.3% 315,651 $28.8M
Crossmark Global Holdings, Inc. 0.46% Add +20.1% 311,887 $28.5M
Bowen Hanes & Co. Inc. 0.72% Add +106.6% 311,216 $28.4M
Rockefeller Capital Management L.P. 0.06% Add +4.4% 299,760 $28.2M
Trexquant Investment LP 0.31% New 303,080 $27.7M
Epoch Investment Partners, Inc. 0.14% Add +0.3% 301,441 $27.5M
Susquehanna International Group, LLP 0.04% Reduce -22.2% 299,817 $27.4M
Titan Global Capital Management USA LLC 4.28% Add +25.6% 297,283 $27.1M
Davis Selected Advisers 0.14% Reduce -0.4% 296,438 $27.0M
Park National Corp. 0.88% Reduce -8.3% 292,045 $26.6M
Martingale Asset Management L P 0.65% Reduce -8.5% 291,176 $26.6M
Captrust Financial Advisors 0.06% Add +2.9% 291,020 $26.6M
DAVENPORT & Co LLC 0.15% Reduce -4.4% 290,241 $26.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.24% Add +17.9% 286,460 $26.1M
Swiss Life Asset Management Ltd 0.16% Add +12.8% 286,121 $26.1M
Daiwa Securities Group Inc. 0.10% Add +0.0% 285,070 $26.0M
Hosking Partners LLP 1.02% Reduce -31.5% 280,078 $25.6M
Utah Retirement Systems 0.26% Add +0.4% 275,676 $25.2M
Financiere des Professionnels - Fonds d'investissement inc. 1.52% Add +3.1% 275,080 $25.1M
USS Investment Management Ltd 0.16% Add +13.3% 275,021 $25.1M
Midwest Trust Co 0.34% — 271,837 $24.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% Reduce -17.6% 271,449 $24.8M
Mediolanum International Funds Ltd 0.29% Add +80.0% 273,458 $24.6M
Canada Post Corp Registered Pension Plan 1.43% New 266,819 $24.3M
GW Henssler & Associates Ltd. 1.29% Reduce -3.0% 265,119 $24.2M
Warther Private Wealth, LLC 6.34% Reduce -1.5% 265,119 $24.2M
Heron Bay Capital Management 4.76% Reduce -0.8% 264,955 $24.2M
Point72 Hong Kong Ltd 1.67% Add +130.1% 263,841 $24.1M
NFJ Investment Group, LLC 0.83% Reduce -3.3% 261,523 $23.9M
Police & Firemen's Retirement System of New Jersey 0.22% Add +7.5% 259,394 $23.7M
CIBC Asset Management Inc 0.07% Reduce -1.4% 253,926 $23.2M
Walleye Capital LLC 0.24% Reduce -70.2% 251,142 $22.9M
Hudson Bay Capital Management LP 0.17% Reduce -57.6% 250,333 $22.8M
Davidson Investment Advisors 1.01% Add +1.2% 247,078 $22.5M
ExodusPoint Capital Management, LP 0.27% Add +1112.0% 244,720 $22.3M
Mercer Global Advisors Inc. 0.05% Add +10.1% 243,812 $22.2M
Eisler Capital Management Ltd. 0.76% Reduce -31.6% 241,649 $22.0M
Rockland Trust Co. 1.07% Add +5141.2% 241,620 $22.0M
Dudley & Shanley, Inc. 3.45% Add +0.2% 240,963 $22.0M
M&T Bank Corp 0.08% Reduce -4.7% 239,680 $21.9M
W.G. Shaheen & Associates DBA Whitney & Co 2.14% Add +0.4% 237,979 $21.7M
Varma Mutual Pension Insurance Co 0.16% Add +3.7% 237,581 $21.7M
Clearstead Advisors, LLC 0.30% Add +5.0% 234,663 $21.4M
Ilmarinen Mutual Pension Insurance Co 0.17% Add +49.0% 233,971 $21.3M
New York Life Investment Management LLC 0.20% Reduce -6.6% 232,276 $21.2M
Peapack Gladstone Financial Corp. 0.30% Reduce -2.4% 229,488 $20.9M
Public Employees Retirement Association of Colorado 0.08% Reduce -1.2% 227,892 $20.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.18% Add +5.1% 224,140 $20.5M
Parkwood LLC 1.87% Reduce -27.9% 223,254 $20.4M
Busey Bank 0.62% Reduce -1.9% 223,251 $20.4M
King Luther Capital Management Corp. 0.09% Add +755.6% 220,589 $20.1M
Live Oak Private Wealth LLC 2.99% Reduce -0.7% 219,898 $20.1M
Callan Family Office, LLC 0.63% Add +224.3% 219,563 $20.0M
Cohen Capital Management, Inc. 3.26% Reduce -0.5% 219,410 $20.0M
B. Metzler seel. Sohn & Co. AG 0.19% Reduce -5.7% 219,367 $20.0M
O'shaughnessy Asset Management, LLC 0.14% Add +27.1% 217,472 $19.8M
Cibc World Markets Corp. 0.13% Add +4.4% 215,547 $19.7M
Pacific Heights Asset Management LLC 1.05% Add +14.4% 215,000 $19.6M
Capstone Investment Advisors, LLC 0.20% Reduce -31.4% 214,470 $19.6M
Ieq Capital, LLC 0.12% Add +37.3% 214,385 $19.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Reduce -12.6% 214,348 $19.6M
Nissay Asset Management Corp. /Japan 0.11% Add +2.8% 212,544 $19.4M
Yousif Capital Management, LLC 0.21% Reduce -0.6% 211,364 $19.3M
First Foundation Advisors 0.71% Reduce -4.6% 211,248 $19.3M
Everett Harris & Co. 0.25% Add +0.2% 210,831 $19.2M
Sanctuary Advisors, LLC 0.12% Add +5.9% 210,547 $19.2M
Focus Partners Wealth 0.04% Add +3.3% 207,999 $19.0M
Caisse de depot et placement du Quebec 0.04% Reduce -58.6% 204,435 $18.7M
Goodman Financial Corp 3.71% Reduce -1.5% 202,380 $18.5M
Sig Brokerage, LP 4.99% Add +389.1% 199,210 $18.2M
Courant Investment Management LLC 14.66% No change 198,499 $18.1M
Beacon Pointe Advisors, LLC 0.19% Reduce -1.2% 196,948 $18.0M
Mutual of America Capital Management LLC 0.19% Reduce -1.2% 195,875 $17.9M
Cutler Investment Counsel LLC 1.99% Reduce -0.3% 195,822 $17.9M
Verition Fund Management LLC 0.11% Reduce -60.2% 195,528 $17.8M
Rwa Wealth Partners, LLC 0.22% Reduce -2.8% 195,225 $17.8M
OP Asset Management Ltd 0.26% Reduce -2.4% 194,892 $17.8M
SG Americas Securities, LLC 0.08% Add +154.8% 194,681 $17.8M
United Asset Strategies, Inc. 1.51% Add +0.9% 194,299 $17.7M
GCM Grosvenor Holdings, LLC 2.52% Reduce -8.6% 192,833 $17.6M
Pathstone Holdings, LLC 0.07% Reduce -27.3% 188,014 $17.5M
State of Alaska, Department of Revenue 0.19% Reduce -3.9% 191,817 $17.5M
Debussy Capital Management LP 2.61% Add +0.2% 190,610 $17.4M
Vanguard Personalized Indexing Management, LLC 0.20% Add +26.8% 190,538 $17.4M
Lathrop Investment Management Co. 3.26% Reduce -5.7% 189,064 $17.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.12% No change 186,000 $17.0M
Woodline Partners LP 0.09% Add +28.3% 184,748 $16.9M
Talbot Financial, LLC 1.59% Add +16.3% 184,574 $16.8M
Allen Mooney & Barnes Investment Advisors LLC 2.73% Reduce -0.8% 181,949 $16.6M
Federated Hermes, Inc. 0.03% Add +2112.7% 181,793 $16.6M
ProVise Management Group, LLC 1.31% Add +2.2% 181,458 $16.6M
Atria Investments, Inc 0.19% Add +17.0% 180,587 $16.5M
Edgemoor Investment Advisors, Inc. 1.43% Add +0.9% 179,901 $16.4M
Summit Trail Advisors, LLC 0.28% New 179,571 $16.4M
Burney Co./ 0.55% Add +99.7% 178,565 $16.3M
Poehling Capital Management, INC. 3.80% Reduce -0.3% 178,240 $16.3M
Steward Partners Investment Advisory, LLC 0.13% Add +10.1% 176,961 $16.1M
Orion Porfolio Solutions, LLC 0.14% Add +16.6% 176,485 $16.1M
TCTC Holdings, LLC 0.51% Add +0.0% 175,160 $16.0M
HFR Wealth Management, LLC 3.86% Add +0.5% 175,149 $16.0M
World Investment Advisors 0.36% Add +6.9% 174,269 $15.9M
GenTrust, LLC 0.75% Add +0.1% 174,255 $15.9M
Evercore Wealth Management, LLC 0.25% Reduce -0.6% 173,403 $15.8M
Schonfeld Strategic Advisors LLC 0.12% Reduce -6.5% 173,325 $15.8M
Jefferies Financial Group Inc. 0.27% Add +115.2% 172,962 $15.8M
Curi Capital, LLC 0.30% Reduce -2.9% 172,348 $15.7M
HRT Financial LP 0.07% New 170,990 $15.6M
Ethic Inc. 0.28% Add +11.4% 173,186 $15.6M
Connors Investor Services Inc. 1.38% New 170,613 $15.6M
Point72 Europe (London) LLP 0.80% Reduce -22.7% 170,600 $15.6M
Blume Capital Management, Inc. 3.15% Reduce -5.7% 169,454 $15.5M
Wealthfront Advisers LLC 0.04% Add +22.4% 168,248 $15.4M
Engineers Gate Manager LP 0.19% Add +167.4% 166,500 $15.2M
ASR Vermogensbeheer N.V. 0.20% Add +10.3% 166,008 $15.1M
Asset Advisors Investment Management, LLC 1.50% Add +0.6% 165,817 $15.1M
Tran Capital Management, L.P. 1.78% Reduce -7.2% 165,535 $15.1M
LBP Am SA 0.21% Add +251.7% 164,623 $15.0M
Jacobson & Schmitt Advisors, LLC 2.65% Reduce -0.4% 163,720 $14.9M
Jacobs & Co. 1.47% Reduce -2.5% 162,899 $14.9M
Empower Advisory Group, LLC 0.04% Reduce -2.2% 162,660 $14.8M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -6.1% 160,994 $14.7M
Addenda Capital Inc. 0.53% Add +3.3% 160,938 $14.7M
Elgethun Capital Management 2.95% Add +1.0% 160,598 $14.7M
Winslow Asset Management Inc. 2.95% Add +0.6% 160,138 $14.6M
Banco Santander, S.A. 0.14% Add +265.5% 160,091 $14.6M
Fifth Third Bancorp 0.05% Add +11.0% 158,051 $14.4M
Kestra Advisory Services, LLC 0.07% Add +0.6% 157,092 $14.3M
Lakehouse Capital Pty Ltd 8.71% No change 156,467 $14.3M
Snowden Capital Advisors LLC 0.42% Reduce -0.6% 154,572 $14.1M
Financial Avengers, Inc. 6.55% Reduce -1.0% 154,540 $14.1M
Modera Wealth Management, LLC 0.17% Reduce -1.9% 154,357 $14.1M
Perigon Wealth Management, LLC 0.33% Reduce -2.3% 153,893 $14.0M
North Reef Capital Management LP 0.61% Reduce -45.5% 150,000 $13.7M
Montag & Caldwell, LLC 2.99% Reduce -4.7% 149,635 $13.7M
AMF Tjanstepension AB 0.09% Reduce -14.5% 148,914 $13.6M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Add +2356.7% 148,603 $13.6M
Oregon Public Employees Retirement Fund 0.24% Add +0.9% 147,692 $13.5M
Jain Global LLC 0.22% Reduce -17.2% 147,555 $13.5M
Great Lakes Retirement, Inc. 1.58% Add +1.0% 146,650 $13.4M
Van Cleef Asset Management,Inc 1.43% Reduce -0.0% 145,425 $13.3M
Oppenheimer Asset Management Inc. 0.15% Add +10.2% 144,231 $13.2M
Principal Securities, Inc. 0.25% Add +7.5% 143,926 $13.1M
Banque Pictet & Cie SA 0.14% Reduce -0.9% 143,207 $13.1M
&partners 0.10% Add +24.9% 142,749 $13.0M
Entropy Technologies, LP 1.03% New 142,708 $13.0M
Mizuho Markets Cayman LP 0.93% New 141,894 $12.9M
Capital Fund Management S.A. 0.14% New 141,863 $12.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +4.2% 141,368 $12.9M
Parthenon LLC 1.47% Reduce -0.3% 140,805 $12.8M
Graham Capital Management, L.P. 0.39% Add +650.8% 140,487 $12.8M
HUB Investment Partners, LLC 0.44% Add +1.4% 139,227 $12.7M
NEOS Investment Management LLC 0.16% Add +26.2% 138,636 $12.6M
Cornerstone Capital, Inc. 1.32% Reduce -5.9% 138,543 $12.6M
Pacer Advisors, Inc. 0.03% Add +58.9% 138,369 $12.6M
Wolverine Trading, LLC 0.32% Add +129.4% 140,063 $12.6M
Mesirow Financial Investment Management, Inc. 0.24% Reduce -0.2% 137,586 $12.6M
Crestwood Advisors Group, LLC 0.22% Reduce -78.7% 136,242 $12.4M
Motco 1.18% Add +1.2% 125,965 $12.3M
Advisors Capital Management, LLC 0.17% Reduce -0.9% 133,579 $12.2M
Teachers Retirement System of the State of Kentucky 0.10% Add +1.5% 133,461 $12.2M
McGuire Investment Group, LLC 1.56% Add +0.5% 133,443 $12.2M
Cornerstone Advisors, LLC 0.42% Add +23.2% 132,800 $12.1M
Brevan Howard Capital Management LP 0.13% Add +137.9% 132,509 $12.1M
Ironwood Investment Counsel, LLC 1.85% Reduce -1.4% 131,542 $12.0M
Kinsale Capital Group, Inc. 2.45% Add +9.1% 131,021 $12.0M
CX Institutional 0.41% Reduce -28.4% 129,566 $11.8M
Tidal Investments LLC 0.08% Add +11.8% 129,115 $11.8M
Boston Common Asset Management, LLC 0.33% Reduce -2.7% 128,024 $11.7M
AlTi Global, Inc. 0.29% Add +139.4% 127,626 $11.7M
Jamison Private Wealth Management, Inc. 1.67% Add +0.2% 127,653 $11.6M
MAI Capital Management 0.08% Reduce -0.8% 127,615 $11.6M
Elo Mutual Pension Insurance Co 0.24% Add +57.2% 127,313 $11.6M
UNIVEST FINANCIAL Corp 0.70% Reduce -0.8% 127,026 $11.6M
Nicholas Company, Inc. 0.19% Reduce -7.3% 126,742 $11.6M
Hanson & Doremus Investment Management 1.53% Reduce -7.9% 125,238 $11.4M
Bright Rock Capital Management, LLC 2.31% New 125,000 $11.4M
Generali Asset Management SPA SGR 0.26% Add +0.8% 124,726 $11.4M
Westbourne Investment Advisors, Inc. 3.44% Reduce -0.9% 124,344 $11.3M
Tower Bridge Advisors 1.23% Add +6.8% 124,028 $11.3M
First Merchants Corp. 0.44% Reduce -2.0% 123,423 $11.3M
Atlantic Union Bankshares Corp 0.25% New 121,224 $11.1M
Avanza Fonder AB 0.32% Add +19.3% 120,070 $11.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.25% Add +0.1% 119,273 $10.9M
Intech Investment Management LLC 0.10% Reduce -28.1% 118,914 $10.8M
Advocate Group LLC 1.93% Reduce -1.3% 118,355 $10.8M
Rathbones Group PLC 0.05% Add +281.9% 118,068 $10.8M
Mizuho Securities USA LLC 0.23% — 118,045 $10.8M
Whittier Trust Co. of Nevada Inc. 0.24% Add +3.5% 117,866 $10.8M
Candriam S.C.A. 0.06% Reduce -1.5% 117,043 $10.7M
Grassi Investment Management 0.85% Reduce -1.3% 117,018 $10.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Reduce -5.0% 116,913 $10.7M
Baker Avenue Asset Management, LP 0.30% Reduce -7.2% 115,877 $10.6M
M&G PLC 0.06% Reduce -11.2% 114,848 $10.5M
Westend Capital Management, LLC 3.22% New 114,484 $10.4M
Glenview Trust Co 0.18% Add +6.8% 114,378 $10.4M
Vinva Investment Management Ltd 0.27% Add +32.3% 114,881 $10.3M
Choreo, LLC 0.14% Add +9.6% 111,256 $10.2M
Aquatic Capital Management LLC 0.20% New 110,294 $10.1M
Timber Creek Capital Management LLC 2.56% Reduce -11.5% 104,181 $10.0M
OMERS ADMINISTRATION Corp 0.08% Add +65.7% 109,191 $10.0M
Shelton Capital Management 0.23% Add +5.7% 109,058 $10.0M
Voleon Capital Management LP 0.54% Add +1477.2% 108,877 $9.9M
BNP Paribas 0.32% Add +5.2% 108,729 $9.9M
Great Lakes Advisors, LLC 0.08% Add +1.6% 108,281 $9.9M
Patten & Patten Inc. 0.63% Add +0.2% 106,724 $9.7M
Kentucky Retirement Systems 0.28% Reduce -6.2% 106,199 $9.7M
Horizon Investments, LLC 0.15% Add +257.3% 106,392 $9.7M
UniSuper Management Pty Ltd 0.06% Reduce -5.6% 105,991 $9.7M
Argent Trust Co 0.36% Add +9.2% 105,114 $9.6M
Country Club Bank 0.60% Reduce -0.7% 105,752 $9.5M
Concentric Capital Strategies, LP 0.54% Add +23.5% 103,852 $9.5M
Hartford Investment Management Co. 0.30% Reduce -0.9% 103,115 $9.4M
Cwm, LLC 0.03% Reduce -63.4% 103,054 $9.4M
Beverly Hills Private Wealth, LLC 1.77% Add +9.1% 102,503 $9.4M
Ascent Group, LLC 0.36% Add +7.9% 102,401 $9.3M
Hyperion Capital Advisors LP 5.83% Reduce -13.8% 101,936 $9.3M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -27.8% 101,775 $9.3M
Citizens Financial Group Inc. 0.15% Reduce -0.1% 101,682 $9.3M
Baxter Bros Inc. 1.13% Add +22.4% 101,004 $9.2M
Private Advisor Group, LLC 0.05% Reduce -0.9% 100,818 $9.2M
National Philanthropic Trust 0.12% Reduce -0.8% 100,422 $9.2M
Thompson Investment Management, Inc. 1.29% Reduce -19.3% 100,049 $9.1M
Tribune Investment Group LP 4.49% New 100,000 $9.1M
Evergreen Capital Management LLC 0.27% Reduce -11.4% 99,702 $9.1M
NewEdge Advisors, LLC 0.05% Reduce -0.8% 99,561 $9.1M
Private Wealth Partners, LLC 0.71% Reduce -5.5% 99,339 $9.1M
Geneos Wealth Management Inc. 0.22% Add +4.8% 98,584 $9.0M
Baldwin Wealth Partners LLC 0.61% Reduce -3.3% 98,509 $9.0M
Allen Capital Group, LLC 0.93% Add +8.6% 98,268 $9.0M
Americana Partners, LLC 0.31% Reduce -6.8% 97,978 $8.9M
Spectrum Financial Alliance Ltd LLC 2.40% Reduce -4.0% 91,335 $8.9M
Prudential PLC 0.05% Add +55.1% 97,710 $8.9M
Tocqueville Asset Management L.P. 0.14% Reduce -42.7% 97,696 $8.9M
Erste Asset Management GmbH 0.08% Add +0.0% 98,862 $8.9M
Group One Trading LLC 0.29% Reduce -54.5% 97,045 $8.9M
AMG National Trust Bank 0.23% Add +1.2% 96,983 $8.8M
Cramer Rosenthal McGlynn LLC 0.61% Add +140.4% 96,862 $8.8M
Lafayette Investments, Inc. 1.79% Reduce -0.7% 96,849 $8.8M
Westpac Banking Corp. 0.59% Reduce -13.1% 96,443 $8.8M
Redmond Asset Management, LLC 2.08% Reduce -2.4% 95,651 $8.7M
Caisse Des Depots Et Consignations 0.36% Add +23.5% 95,120 $8.7M
Pragma Gestao DE Patrimonio Ltd. 3.78% Reduce -15.1% 94,800 $8.6M
Norinchukin Bank, The 0.13% Add +10.1% 94,333 $8.6M
Motley Fool Asset Management LLC 0.40% Add +11.7% 94,232 $8.6M
BI Asset Management Fondsmaeglerselskab A/S 0.08% Add +15.8% 93,979 $8.6M
WCG Wealth Advisors LLC 0.55% Add +16.7% 93,935 $8.6M
Jump Financial, LLC 0.11% New 93,828 $8.6M
KCM Investment Advisors LLC 0.29% Reduce -1.4% 93,776 $8.6M
1248 Management, LLC 3.16% No change 93,729 $8.6M
Metis Global Partners, LLC 0.22% Reduce -7.6% 93,336 $8.5M
Natixis 0.04% Reduce -67.6% 92,703 $8.5M
Aviance Capital Partners, LLC 1.10% Reduce -0.5% 92,314 $8.4M
Capital Investment Counsel, Inc 1.10% Add +0.1% 91,013 $8.3M
Waverly Advisors, LLC 0.09% Add +12.4% 90,879 $8.3M
Allianz SE 0.20% Add +934.9% 90,875 $8.3M
Meiji Yasuda Asset Management Co Ltd. 0.41% Reduce -20.8% 90,842 $8.3M
GAM Holding AG 0.58% Reduce -53.1% 90,152 $8.2M
Louisiana State Employees Retirement System 0.15% Reduce -1.6% 90,100 $8.2M
Qsemble Capital Management, LP 0.78% New 89,586 $8.2M
Lighthouse Investment Partners, LLC 0.36% Reduce -35.8% 89,577 $8.2M
Aware Super Pty Ltd as trustee of Aware Super 0.12% No change 89,530 $8.2M
Y-Intercept (Hong Kong) Ltd 0.20% New 89,367 $8.2M
Sendero Wealth Management, LLC 1.02% Reduce -24.8% 89,320 $8.1M
Securian Asset Management, Inc. 0.23% Reduce -1.1% 89,296 $8.1M
Gulf International Bank (UK) Ltd 0.28% Reduce -10.8% 88,205 $8.0M
Wealthspire Advisors, LLC 0.05% Reduce -0.9% 87,936 $8.0M
Oppenheimer & Co. Inc. 0.10% Reduce -3.2% 86,899 $7.9M
American Assets Investment Management, LLC 0.64% No change 86,674 $7.9M
Pinnacle Financial Partners Inc 0.17% Add +367.9% 86,363 $7.9M
Trajan Wealth LLC 0.39% Add +19.0% 86,315 $7.9M
NewEdge Wealth, LLC 0.12% Add +4.9% 80,667 $7.7M
Radnor Capital Management, LLC 1.23% Reduce -4.3% 84,650 $7.7M
Mezzasalma Advisors, LLC 2.32% Add +0.1% 84,615 $7.7M
Maryland State Retirement & Pension System 0.17% Add +7.1% 82,951 $7.6M
Vestor Capital, LLC 0.56% Add +4340.3% 68,292 $7.5M
Central Pacific Bank - Trust Division 0.99% Add +15.4% 81,917 $7.5M
Abn Amro Investment Solutions 0.15% Add +3.2% 81,290 $7.4M
iA Global Asset Management Inc. 0.11% Add +39.7% 80,568 $7.4M
Daiichi Life Insurance Co., Ltd. 0.21% Reduce -31.5% 80,433 $7.3M
Pring Turner Capital Group Inc. 4.74% Reduce -0.8% 80,341 $7.3M
Kohmann Bosshard Financial Services, LLC 0.81% Reduce -17.6% 79,737 $7.3M
New Mexico Educational Retirement Board 0.24% No change 79,687 $7.3M
Longaeva Partners L.P. 1.76% Reduce -85.9% 78,666 $7.2M
Avantax Advisory Services, Inc. 0.04% Add +11.6% 78,658 $7.2M
Equitable Holdings, Inc. 0.06% Reduce -54.8% 77,569 $7.1M
Cloverfields Capital Group, LP 2.10% Reduce -1.1% 77,462 $7.1M
Marco Investment Management LLC 0.59% No change 77,389 $7.1M
Tiaa Trust, National Association 0.02% Add +243.9% 75,048 $6.8M
Fagan Associates, Inc. 1.06% Add +3.3% 74,838 $6.8M
Colonial Trust Advisors 0.56% Add +0.3% 74,755 $6.8M
Quantbot Technologies LP 0.17% Add +2360.9% 74,713 $6.8M
Vestmark Advisory Solutions, Inc. 0.10% Reduce -24.3% 74,272 $6.8M
Marshall & Sullivan Inc. 3.25% Reduce -1.3% 74,042 $6.8M
Wilmington Savings Fund Society, FSB 0.12% Reduce -4.6% 73,833 $6.7M
Salvus Wealth Management, LLC 3.90% Reduce -2.0% 73,307 $6.7M
Scotia Capital Inc. 0.03% Reduce -8.5% 73,288 $6.7M
Campbell & CO Investment Adviser LLC 0.42% New 73,222 $6.7M
Dark Forest Capital Management LP 0.27% New 73,208 $6.7M
Birch Capital Management, LLC 3.42% Add +0.6% 73,153 $6.7M
LaFleur & Godfrey LLC 0.83% Reduce -4.3% 72,780 $6.6M
Empowered Funds, LLC 0.07% Add +16.6% 72,348 $6.6M
Alberta Investment Management Corp 0.06% Reduce -62.2% 72,200 $6.6M
Commerce Bank 0.04% Reduce -6.7% 71,237 $6.5M
Kavar Capital Partners Group, LLC 0.93% Reduce -0.4% 71,167 $6.5M
Naples Global Advisors, LLC 0.55% Reduce -1.3% 70,688 $6.4M
Achmea Investment Management B.V. 0.08% Add +9.8% 69,625 $6.4M
Gilman Hill Asset Management, LLC 1.04% Add +0.5% 69,519 $6.3M
Citizens Business Bank 1.23% Add +3.2% 69,115 $6.3M
Prentiss Smith & Co. Inc. 3.74% Reduce -1.4% 68,976 $6.3M
Tower Research Capital LLC (TRC) 0.17% Add +23.1% 68,546 $6.3M
DRW Securities, LLC 0.44% Add +94.2% 68,478 $6.2M
GHP Investment Advisors, Inc. 0.28% Add +1.0% 68,390 $6.2M
Twin Lakes Capital Management, LLC 3.76% Reduce -0.1% 67,679 $6.2M
Orange Investment Advisors, Inc. 0.67% Add +8.6% 67,428 $6.2M
Thompson Siegel & Walmsley LLC 0.10% Reduce -5.3% 67,179 $6.1M
Bayesian Capital Management, LP 0.97% New 67,000 $6.1M
Legal Advantage Investments, Inc. 2.84% Reduce -1.8% 66,660 $6.1M
Investment Research & Advisory Group, Inc. 2.25% Add +1.4% 66,078 $6.0M
LGT Group Foundation 0.08% Add +2.5% 65,816 $6.0M
AG2R La Mondiale Gestion D'actifs 0.30% Add +0.8% 64,291 $5.9M
Siemens Fonds Invest GmbH 0.33% Add +3.6% 62,379 $5.7M
Lincoln Capital Corp. 2.19% Add +0.7% 62,343 $5.7M
Semmax Financial Advisors Inc. 1.46% Reduce -4.7% 58,410 $5.7M
Synovus Financial Corp. 0.07% Reduce -0.2% 62,240 $5.7M
Oliver Luxxe Assets LLC 1.01% Add +2.6% 61,889 $5.6M
Lincoln Capital LLC 1.08% Reduce -0.1% 61,560 $5.6M
Permanens Capital L.P. 0.76% Add +12.5% 61,341 $5.6M
Hamilton Capital Partners Inc. 0.28% Add +11.0% 60,935 $5.6M
Aigen Investment Management, LP 0.76% Add +93.9% 60,864 $5.6M
Seneca House Advisors 2.35% Reduce -14.2% 60,571 $5.5M
William Allan Corp 3.19% Add +10.9% 60,065 $5.5M
Condor Capital Management 0.47% Reduce -2.5% 59,784 $5.5M
Hennion & Walsh Asset Management, Inc. 0.22% Add +1.8% 59,035 $5.4M
DLK Investment Management, LLC 2.03% Reduce -0.3% 58,919 $5.4M
Voya Financial Advisors, Inc. 0.54% Add +3.9% 59,243 $5.3M
Laird Norton Wetherby Wealth Management, LLC 0.24% — 57,903 $5.3M
Arkadios Wealth Advisors 0.16% Add +1.3% 57,782 $5.3M
Perkins Coie Trust Co 0.89% Reduce -13.7% 57,449 $5.2M
Spire Wealth Management 0.19% Reduce -57.6% 58,346 $5.2M
Algert Global LLC 0.11% Add +7.7% 56,655 $5.2M
Harrington Investments, INC 2.73% Reduce -0.9% 56,553 $5.2M
Gabelli Funds LLC 0.04% Reduce -3.9% 56,483 $5.2M
Bailard, Inc. 0.12% Add +17.7% 56,287 $5.1M
Svenska Handelsbanken AB (publ) 4.84% Add +358.1% 56,230 $5.1M
Tokio Marine Asset Management Co. Ltd. 0.19% Add +6.6% 55,536 $5.1M
Dorsey & Whitney Trust CO LLC 0.27% Reduce -38.5% 55,477 $5.1M
GS Investments, Inc. 2.24% Reduce -1.1% 55,455 $5.1M
Pittenger & Anderson Inc. 0.18% Add +2.3% 55,377 $5.1M
Lombard Odier Asset Management (Switzerland) SA 0.25% Reduce -0.3% 55,374 $5.1M
Intrinsic Value Partners, LLC 4.49% Add +1.9% 55,283 $5.0M
ICICI Prudential Asset Management Co Ltd 0.63% Reduce -32.1% 55,080 $5.0M
Patriot Financial Group Insurance Agency, LLC 0.58% Add +14.1% 54,979 $5.0M
Spectrum Asset Management, Inc. (NB/CA) 2.17% Reduce -17.4% 54,850 $5.0M
Merit Financial Group, LLC 0.06% Add +21.8% 54,670 $5.0M
Northwestern Mutual Investment Management Company, LLC 0.08% Add +0.5% 54,486 $5.0M
Montag A & Associates Inc. 0.24% Reduce -2.8% 54,341 $5.0M
Point72 (DIFC) Ltd 0.39% Add +142.1% 54,278 $5.0M
Hemenway Trust Co LLC 0.38% Add +1228.4% 54,265 $5.0M
Brookstone Capital Management 0.06% Add +0.1% 54,113 $4.9M
Machina Capital S.A.S. 1.01% Add +131.8% 53,310 $4.9M
Capital Analysts, LLC 0.16% Add +0.8% 53,278 $4.9M
Greenleaf Trust 0.04% Reduce -7.7% 53,243 $4.9M
First American Bank 0.33% Add +0.6% 53,139 $4.8M
Partners Capital Investment Group, LLP 0.20% New 53,093 $4.8M
Prospera Financial Services Inc 0.09% Reduce -0.0% 53,037 $4.8M
Delta Capital Management LLC 2.73% No change 52,850 $4.8M
FORA Capital, LLC 0.53% New 52,261 $4.8M
Colonial Trust Co / SC 0.69% Add +0.9% 52,234 $4.8M
Conning Inc. 0.17% Reduce -6.9% 51,826 $4.7M
Investment Management Corp of Ontario 0.07% Reduce -11.2% 51,469 $4.7M
Bain Capital Public Equity, LP 3.10% Reduce -16.6% 51,331 $4.7M
American Trust Investment Advisors, LLC 2.36% Reduce -26.0% 51,317 $4.7M
Hixon Zuercher, LLC 1.49% Reduce -0.0% 50,707 $4.6M
Empirical Finance, LLC 0.24% Add +0.9% 50,668 $4.6M
RNC Capital Management LLC 0.22% Add +27.0% 50,667 $4.6M
Greenwich Wealth Management LLC 0.22% New 50,492 $4.6M
Dakota Wealth Management 0.10% Add +15.5% 50,363 $4.6M
Keybank National Association 0.02% Add +1.1% 50,131 $4.6M
Daymark Wealth Partners, LLC 0.17% Add +0.6% 50,017 $4.6M
Maltese Capital Management LLC 0.65% Add +233.3% 50,000 $4.6M
CW Advisors, LLC 0.04% Add +144.8% 49,823 $4.5M
Bokf, NA 0.07% Add +85.4% 49,752 $4.5M
Integrated Advisors Network LLC 0.20% Reduce -11.8% 49,703 $4.5M
Boothbay Fund Management, LLC 0.14% New 49,648 $4.5M
Tandem Capital Management Corp. 2.28% Reduce -0.4% 49,369 $4.5M
Klein Pavlis & Peasley Financial, Inc. 2.99% Reduce -16.3% 49,072 $4.5M
First National Trust Co 0.17% Add +7.7% 48,967 $4.5M
Southeast Asset Advisors, LLC 0.53% Add +0.4% 48,857 $4.5M
Ibex Wealth Advisors 0.47% New 48,780 $4.5M
SOL Capital Management CO 0.43% Reduce -0.8% 48,656 $4.4M
Hunter Perkins Capital Management, LLC 1.05% Reduce -0.1% 48,218 $4.4M
Conscious Wealth Investments, LLC 2.80% Add +0.1% 44,697 $4.4M
Twin Capital Management Inc. 0.46% Reduce -0.3% 47,869 $4.4M
Alerus Financial NA 0.31% Add +97.1% 47,712 $4.4M
JB Capital LLC 0.21% Reduce -1.5% 47,689 $4.4M
Barnes Dennig Private Wealth Management LLC 5.19% Add +1.4% 47,453 $4.3M
Fiduciary Financial Group, LLC 0.78% Reduce -5.8% 47,253 $4.3M
Modus Advisors, LLC 1.28% Add +0.8% 47,206 $4.3M
Greenup Street Wealth Management LLC 0.75% Add +0.3% 47,177 $4.3M
SAM Advisors, LLC 1.49% Add +0.2% 47,141 $4.3M
Malaga Cove Capital, LLC 1.69% Reduce -1.6% 47,098 $4.3M
Mgo One Seven LLC 0.14% Reduce -8.3% 46,920 $4.3M
Andra AP-fonden 0.06% New 46,803 $4.3M
Community Financial Services Group, LLC 0.85% Reduce -7.5% 46,626 $4.3M
TCW Group Inc. 0.03% Add +5.0% 46,241 $4.2M
LS Investment Advisors, LLC 0.61% Add +1.5% 45,787 $4.2M
OneDigital Investment Advisors LLC 0.05% Reduce -3.4% 45,497 $4.2M
Chatham Capital Group, Inc. 0.63% Add +2.5% 45,242 $4.1M
Kentucky Retirement Systems Insurance Trust Fund 0.28% Reduce -6.5% 45,072 $4.1M
East Coast Asset Management, LLC. 1.36% Add +0.1% 44,916 $4.1M
Means Investment Co., Inc. 0.39% Reduce -4.4% 44,874 $4.1M
American Trust 0.39% Add +4.7% 44,808 $4.1M
University of Texas/Texas Am Investment Management Co. 0.64% Add +1976.3% 44,765 $4.1M
Oak Harvest Investment Services 0.51% Add +6.5% 44,666 $4.1M
Sciencast Management LP 0.84% New 44,649 $4.1M
Trivium Point Advisory, LLC 0.44% Add +27.1% 44,105 $4.0M
Linscomb Wealth, Inc. 0.18% Add +8.9% 43,776 $4.0M
180 Wealth Advisors, LLC 0.56% Add +2.0% 43,728 $4.0M
Buttonwood Financial Advisors Inc. 1.59% Reduce -0.9% 43,479 $4.0M
AE Wealth Management LLC 0.03% Add +4.6% 43,223 $3.9M
Victrix Investment Advisors 1.73% Reduce -0.7% 42,936 $3.9M
Lantern Wealth Advisors, LLC 2.33% — 60,189 $3.9M
HB Wealth Management, LLC 0.03% Reduce -19.1% 42,841 $3.9M
Composition Wealth, LLC 0.07% Add +2.1% 42,781 $3.9M
Courier Capital LLC 0.24% Reduce -1.9% 42,746 $3.9M
CI Investments Inc. 0.01% Add +2.6% 42,719 $3.9M
MASTERINVEST Kapitalanlage GmbH 0.41% — 42,480 $3.9M
Allworth Financial LP 0.02% Add +27.9% 42,391 $3.9M
Mach-1 Financial Group, LLC 1.13% Reduce -5.2% 42,367 $3.9M
Mengis Capital Management, Inc. 0.82% Reduce -21.5% 42,255 $3.9M
Fiduciary Group, LLC 0.36% Reduce -1.8% 42,068 $3.8M
Pine Haven Investment Counsel, Inc 3.00% Add +0.3% 41,793 $3.8M
Red Spruce Capital, LLC 1.65% Reduce -1.1% 41,717 $3.8M
XTX Topco Ltd 0.16% New 41,488 $3.8M
Goelzer Investment Management, Inc. 0.21% Reduce -2.2% 41,021 $3.7M
Quadrant Capital Group LLC 0.13% Add +23.5% 40,971 $3.7M
Sculati Wealth Management, LLC 1.39% Reduce -1.0% 40,639 $3.7M
Jones Financial Companies LLLP 0.00% Add +60.9% 41,173 $3.7M
Clough Capital Partners L P 0.37% No change 40,600 $3.7M
Quadrature Capital Ltd 0.06% New 40,477 $3.7M
D L Carlson Investment Group Inc. 0.67% Add +11.9% 40,370 $3.7M
Marvin & Palmer Associates Inc. 3.14% Reduce -1.5% 40,111 $3.7M
Caption Management, LLC 0.34% New 40,000 $3.6M
Eagle Bluffs Wealth Management LLC 1.74% Reduce -0.3% 39,976 $3.6M
United Capital Financial Advisors, LLC 0.03% Add +0.3% 39,855 $3.6M
Park Avenue Securities LLC 0.03% New 39,516 $3.6M
Coppell Advisory Solutions LLC 0.43% Add +251.8% 40,058 $3.6M
Maia Wealth LLC 0.69% Reduce -10.5% 39,431 $3.6M
EP Wealth Advisors, LLC 0.02% Add +2.9% 39,425 $3.6M
Gotham Asset Management 0.02% Add +25.6% 39,143 $3.6M
Stonebridge Capital Advisors LLC 0.27% Reduce -5.5% 39,107 $3.6M
SGL Investment Advisors, Inc. 1.71% Reduce -1.3% 38,716 $3.6M
Valeo Financial Advisors, LLC 0.09% Add +0.3% 38,726 $3.5M
Parallel Advisors, LLC 0.07% Reduce -1.4% 38,710 $3.5M
Johnson Investment Counsel Inc. 0.03% Add +13.7% 38,675 $3.5M
Fearless Solutions, LLC dba Best Invest 2.47% Reduce -0.4% 38,662 $3.5M
Nelson Capital Management, LLC 0.47% Add +0.7% 38,632 $3.5M
Stratos Wealth Partners, LTD. 0.05% Add +1.4% 38,616 $3.5M
Apollon Wealth Management, LLC 0.07% Add +2.1% 38,504 $3.5M
Gsa Capital Partners LLP 0.24% New 38,080 $3.5M
Huntington National Bank 0.03% Reduce -1.4% 38,055 $3.5M
Mufg Securities Americas Inc. 0.30% Add +25.5% 37,853 $3.5M
Inkwell Capital LLC 3.70% Reduce -0.8% 37,746 $3.4M
Central Bank & Trust Co. 0.56% Reduce -4.5% 37,291 $3.4M
Sepio Capital, LP 0.24% Reduce -1.1% 37,151 $3.4M
TD Private Client Wealth LLC 0.08% Add +87.0% 37,050 $3.4M
Stableford Capital II LLC 1.27% Reduce -1.5% 34,825 $3.4M
Independent Advisor Alliance 0.10% Reduce -5.7% 36,889 $3.4M
Ostrum Asset Management 0.16% Add +20.1% 36,423 $3.3M
Resolute Capital Asset Partners LLC 1.74% Add +21.3% 36,401 $3.3M
Bridgefront Capital, LLC 0.88% Add +281.2% 36,332 $3.3M
HF Advisory Group, LLC 1.31% Reduce -4.7% 36,203 $3.3M
Cascade Investment Advisors, Inc. 2.11% Reduce -3.8% 35,950 $3.3M
Annandale Capital, LLC 0.60% Reduce -27.9% 35,848 $3.3M
Praxis Investment Management Inc. 0.21% Reduce -1.5% 35,800 $3.3M
GM Advisory Group, LLC 0.16% Add +9.9% 35,776 $3.3M
Summit Financial, LLC 0.07% Add +2.8% 35,577 $3.2M
Webster Bank, N. A. 0.33% Reduce -1.1% 35,462 $3.2M
Correct Capital Wealth Management 0.63% Add +5.7% 35,352 $3.2M
Resonant Capital Advisors, LLC 0.21% Add +8.4% 35,219 $3.2M
FWL Investment Management, LLC 0.98% Reduce -35.8% 35,124 $3.2M
Quantitative Investment Management, LLC 0.43% Add +153.2% 35,007 $3.2M
Roundview Capital LLC 0.21% Reduce -64.4% 34,983 $3.2M
Moneta Group Investment Advisors LLC 0.04% Reduce -34.7% 34,943 $3.2M
K.J. Harrison & Partners Inc 0.53% Reduce -36.4% 34,943 $3.2M
Vestcor Inc 0.10% Add +5.3% 34,911 $3.2M
West Oak Capital, LLC 1.59% Add +3.8% 34,717 $3.2M
Illinois Municipal Retirement Fund 0.04% Add +34.5% 34,713 $3.2M
Choate Investment Advisors 0.07% Reduce -4.3% 34,475 $3.1M
Gill Capital Partners, LLC 1.01% Reduce -11.6% 34,280 $3.1M
Plato Investment Management Ltd 0.23% Add +11.1% 34,275 $3.1M
Fieldview Capital Management, LLC 0.47% New 34,144 $3.1M
Q3 Asset Management 1.10% New 34,070 $3.1M
Compass Wealth Management LLC 0.74% Reduce -0.8% 34,003 $3.1M
FSB Premier Wealth Management, Inc. 1.11% Add +13.6% 34,002 $3.1M
NJ State Employees Deferred Compensation Plan 0.36% No change 33,800 $3.1M
Main Street Research LLC 0.19% Reduce -5.1% 33,617 $3.1M
Harfst & Associates, Inc. 0.63% Reduce -23.0% 33,617 $3.1M
Elevation Point Wealth Partners, LLC 0.24% Reduce -4.9% 33,526 $3.1M
IFG Advisory, LLC 0.15% Add +0.9% 33,515 $3.1M
Chemistry Wealth Management LLC 0.65% Reduce -0.6% 33,416 $3.0M
Vaughan David Investments LLC 0.07% Reduce -10.6% 33,084 $3.0M
GPM Growth Investors, Inc. 1.20% Reduce -2.4% 33,069 $3.0M
Cary Street Partners Financial LLC 0.08% Add +24.3% 32,700 $3.0M
111 Capital 0.51% New 32,619 $3.0M
HighPoint Advisor Group LLC 0.16% Reduce -1.3% 32,564 $3.0M
Groupama Asset Managment 0.05% Reduce -8.8% 32,954 $3.0M
Kozak & Associates, Inc. 0.60% Reduce -2.4% 32,107 $3.0M
Sterling Investment Advisors, Ltd. 0.65% Reduce -0.1% 32,421 $3.0M
Scott & Selber, Inc. 0.82% Add +0.9% 32,410 $3.0M
GAMMA Investing LLC 0.19% Add +18.9% 32,253 $2.9M
Beacon Financial Group 0.31% Reduce -0.2% 32,240 $2.9M
Power Wealth Management LLC 1.13% Reduce -4.3% 32,224 $2.9M
Finer Wealth Management, Inc. 1.56% Add +3.9% 31,939 $2.9M
Kintegral Advisory, LLC 0.26% Reduce -0.1% 31,844 $2.9M
Nomura Holdings Inc. 0.02% Reduce -72.6% 31,823 $2.9M
Strata Wealth Advisors, LLC 0.80% Add +0.2% 31,817 $2.9M
V-Square Quantitative Management LLC 0.39% Add +9.1% 31,807 $2.9M
Crux Wealth Advisors 1.22% Add +33.1% 31,422 $2.9M
Anchor Investment Management, LLC 0.25% Add +6.3% 31,336 $2.9M
Brighton Jones LLC 0.08% Add +25.4% 31,181 $2.8M
Mraz, Amerine & Associates, Inc. 0.46% Reduce -0.2% 31,122 $2.8M
CWA Asset Management Group, LLC 0.12% Add +5.7% 31,105 $2.8M
Carmel Capital Partners, LLC 0.99% Add +6.7% 31,094 $2.8M
Twin City Private Wealth, LLC 2.31% Add +5.7% 31,033 $2.8M
Coastline Trust Co 0.32% Reduce -0.1% 30,989 $2.8M
Chaney Capital Management, Inc. 1.10% Add +0.1% 30,859 $2.8M
Bard Financial Services, Inc. 0.34% Reduce -1.6% 30,775 $2.8M
Global Retirement Partners, LLC 0.07% — 30,701 $2.8M
O'Neil Global Advisors, Inc. 0.64% New 30,664 $2.8M
Capital Investment Advisory Services, LLC 0.23% Reduce -0.5% 30,609 $2.8M
Donoghue Forlines LLC 0.80% New 30,572 $2.8M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.08% Add +51.7% 30,556 $2.8M
Alpha Cubed Investments, LLC 0.11% Reduce -2.3% 30,536 $2.8M
Iowa State Bank 0.55% Add +0.5% 30,415 $2.8M
Mount Vernon Associates Inc. 2.00% Add +0.7% 30,300 $2.8M
Hager Investment Management Services, LLC 1.63% Add +4.8% 30,015 $2.7M
Capital Advisors Inc. 0.05% Add +0.0% 29,862 $2.7M
SVB Wealth LLC 0.15% New 29,837 $2.7M
QRG Capital Management, Inc. 0.02% Add +9.5% 29,654 $2.7M
Canandaigua National Bank & Trust Co. 0.25% Reduce -12.5% 29,484 $2.7M
Hudson Canyon Capital Management 1.67% Reduce -2.1% 29,418 $2.7M
Secure Asset Management, LLC 0.50% Reduce -1.8% 29,415 $2.7M
Great Valley Advisor Group, Inc. 0.06% Reduce -0.1% 29,136 $2.7M
Bridgeway Capital Management, LLC 0.06% New 29,120 $2.7M
Napa Wealth Management 1.27% New 29,098 $2.7M
Signaturefd, LLC 0.05% Add +4.2% 28,974 $2.6M
Coldstream Capital Management Inc. 0.04% Add +23.0% 28,883 $2.6M
Argus Investors' Counsel, Inc. 1.87% Reduce -1.8% 28,819 $2.6M
Vontobel Holding Ltd. 0.01% Reduce -5.1% 28,789 $2.6M
Cetera Trust Company, N.A 1.56% Reduce -0.3% 28,605 $2.6M
GAMCO Investors 0.03% Add +3.5% 28,264 $2.6M
SageView Advisory Group, LLC 0.10% Add +17.7% 26,311 $2.6M
Ashton Thomas Private Wealth, LLC 0.09% Reduce -9.1% 28,195 $2.6M
Xcel Wealth Management, LLC 0.74% Reduce -0.1% 28,171 $2.6M
Martin Capital Advisors, LLP 1.66% Add +2.2% 28,010 $2.6M
Bleakley Financial Group, LLC 0.06% Add +5.7% 27,922 $2.5M
Wynn Capital, LLC 1.36% Add +0.5% 27,867 $2.5M
Garrison Bradford & Associates Inc. 2.81% Add +14.7% 27,850 $2.5M
Shell Asset Management Co. 0.09% Add +60.1% 27,855 $2.5M
Chicago Partners Investment Group LLC 0.07% Add +9.8% 26,589 $2.5M
Rossmore Private Capital 0.30% Add +0.1% 27,700 $2.5M
HBK Sorce Advisory LLC 0.07% Add +1.6% 27,635 $2.5M
Meeder Advisory Services, Inc. 0.13% Add +17.4% 27,281 $2.5M
Guggenheim Capital LLC 0.02% Add +4.9% 26,997 $2.5M
Stenger Family Office, LLC 0.63% — 24,759 $2.4M
Dynamic Technology Lab Private Ltd 0.33% New 26,610 $2.4M
EPG Wealth Management LLC 0.72% Add +1.6% 26,187 $2.4M
Centaurus Financial, Inc. 0.14% Reduce -2.6% 26,161 $2.4M
Savvy Advisors, Inc. 0.16% Add +25.5% 26,068 $2.4M
Cape Investment Advisory, Inc. 0.87% Add +4.7% 26,043 $2.4M
Fifth Third Wealth Advisors LLC 0.10% Add +0.5% 26,024 $2.4M
J.W. Cole Advisors, Inc. 0.05% Add +204.4% 26,018 $2.4M
Salem Investment Counselors Inc. 0.07% Add +0.0% 25,881 $2.4M
Columbia Asset Management 0.46% Reduce -1.1% 25,677 $2.3M
Ancora Advisors LLC 0.05% Reduce -7.9% 25,663 $2.3M
Valley National Advisers Inc. 0.38% Reduce -1.3% 25,639 $2.3M
Regions Financial Corp. 0.02% Add +70.9% 25,494 $2.3M
WINTON GROUP Ltd 0.12% Add +49.4% 25,316 $2.3M
Investment Advisory Services Inc. /TX 0.77% Reduce -0.4% 25,286 $2.3M
RiverPark Advisors, LLC 1.82% Add +66.2% 25,243 $2.3M
Strategic Wealth Partners, Ltd. 0.18% — 25,238 $2.3M
Nicolet Advisory Services, LLC 0.20% Add +9.5% 24,049 $2.3M
Greenline Partners, LLC 0.31% Add +3.0% 25,066 $2.3M
Integrated Investment Consultants, LLC 0.45% Reduce -10.3% 24,966 $2.3M
JFS Wealth Advisors, LLC 0.14% Reduce -1.1% 24,963 $2.3M
Meiji Yasuda Life Insurance Co 0.07% Reduce -2.6% 24,933 $2.3M
Aspiriant, LLC 0.07% Reduce -4.3% 24,806 $2.3M
Copperleaf Capital, LLC 1.15% Add +1.4% 24,804 $2.3M
Pettyjohn, Wood & White, Inc. 0.40% Add +4.7% 24,791 $2.3M
Hutchinson Financial Advisors, INC 2.53% — 24,769 $2.3M
Texas Yale Capital Corp. 0.07% Reduce -3.1% 24,715 $2.3M
Norden Group LLC 0.24% Add +1.9% 24,634 $2.2M
Cullen Investment Group, LTD. 0.32% Add +4.1% 24,622 $2.2M
Tealwood Asset Management Inc. 1.00% Reduce -2.6% 24,602 $2.2M
Aspen Investment Management Inc 0.94% Add +1.3% 24,470 $2.2M
Stephens Inc. 0.03% Reduce -20.0% 24,393 $2.2M
Somerville Kurt F 0.37% New 24,368 $2.2M
Krilogy Financial LLC 0.13% Add +16.8% 24,330 $2.2M
Pine Valley Investments Ltd Liability Co 0.13% Add +1.0% 24,181 $2.2M
Financial Partners Group, LLC 0.80% Reduce -3.3% 24,142 $2.2M
Moody National Bank Trust Division 0.20% Reduce -5.5% 24,138 $2.2M
Atria Wealth Solutions, Inc. 0.05% Reduce -20.7% 24,103 $2.2M
Ritholtz Wealth Management 0.05% Add +16.5% 24,071 $2.2M
Ascent Wealth Partners, LLC 0.27% Add +0.7% 24,013 $2.2M
Weaver C. Barksdale & Associates, Inc. 2.08% Reduce -18.3% 23,800 $2.2M
Advisory Services Network, LLC 0.03% Reduce -3.6% 22,208 $2.2M
Bridges Investment Management Inc. 0.03% Reduce -3.1% 23,706 $2.2M
1ST Source Bank 0.12% Add +0.5% 23,680 $2.2M
Chesley Taft & Associates LLC 0.10% Add +3.3% 23,623 $2.2M
CenterBook Partners LP 0.12% New 23,393 $2.1M
Roberts Wealth Advisors, LLC 0.61% Add +0.2% 23,348 $2.1M
Pinnacle Associates Ltd. 0.03% Reduce -0.2% 23,335 $2.1M
Avior Wealth Management, LLC 0.07% Add +368.3% 23,280 $2.1M
VELA Investment Management, LLC 0.63% Add +0.3% 23,196 $2.1M
Diversified Investment Strategies, LLC 1.43% No change 23,112 $2.1M
Cornercap Investment Counsel Inc. 1.09% Reduce -2.1% 22,971 $2.1M
3Chopt Investment Partners, LLC 0.50% Reduce -5.5% 22,825 $2.1M
Kestra Investment Management, LLC 0.06% Add +4425.7% 22,538 $2.1M
Ballentine Partners, LLC 0.03% Add +0.8% 22,343 $2.0M
Lecap Asset Management Ltd. 0.72% Reduce -24.2% 22,312 $2.0M
Pettee Investors, Inc. 1.21% Reduce -48.8% 22,157 $2.0M
Riverwater Partners LLC 0.94% Add +0.7% 21,985 $2.0M
Citizens & Northern Corp. 0.54% Reduce -1.1% 21,944 $2.0M
Essex Bank 0.47% Add +0.1% 21,741 $2.0M
Covey Capital Advisors, LLC 2.13% No change 21,713 $2.0M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -11.1% 21,698 $2.0M
Acadian Asset Management LLC 0.00% Add +33.4% 21,602 $2.0M
Banque Cantonale Vaudoise 0.08% Add +6.8% 21,478 $2.0M
UMB Bank, n.a. 0.03% Add +1.9% 21,349 $1.9M
Prime Capital Investment Advisors, LLC 0.03% Reduce -9.9% 21,327 $1.9M
Vest Financial, LLC 0.03% Add +42.2% 21,112 $1.9M
Savant Capital, LLC 0.01% Add +14.2% 20,978 $1.9M
Hills Bank & Trust Co 0.12% Add +3.5% 20,966 $1.9M
Professional Financial Advisors, LLC 0.44% Reduce -0.4% 20,857 $1.9M
Moors & Cabot, Inc. 0.09% Add +4.0% 20,701 $1.9M
Integrated Wealth Concepts LLC 0.02% Add +65.1% 20,465 $1.9M
Parsonex Advisory Services, Inc. 1.56% — 20,463 $1.9M
PMC FIG Opportunities LLC 2.77% New 20,422 $1.9M
Old National Bancorp 0.03% Add +22.4% 20,358 $1.9M
Lummis Asset Management, LP 1.21% Reduce -1.4% 19,782 $1.9M
Aviso Wealth Management 0.86% Add +6.6% 20,099 $1.8M
IFP Advisors, Inc 0.05% Reduce -10.4% 20,098 $1.8M
Brant Point Investment Management LLC 0.42% Reduce -32.5% 20,000 $1.8M
Greenhaven Associates Inc. 0.03% No change 20,000 $1.8M
Frank, Rimerman Advisors LLC 0.12% Add +20.4% 19,898 $1.8M
Caldwell Trust Co 0.18% Add +2.7% 19,805 $1.8M
Letko, Brosseau & Associates Inc. 0.03% Reduce -9.6% 19,746 $1.8M
Zullo Investment Group, Inc. 0.73% Reduce -1.2% 19,675 $1.8M
Diversify Advisory Services, LLC 0.07% Add +78.8% 17,966 $1.8M
Vise Technologies, Inc. 0.07% — 19,342 $1.8M
Forum Financial Management, LP 0.03% Add +8.9% 19,342 $1.8M
Keystone Financial Services 0.60% Add +4.5% 19,277 $1.8M
Focus Financial Network, Inc. 0.07% Add +1.1% 19,252 $1.8M
Jeppson Wealth Management, LLC 0.61% Reduce -0.6% 19,183 $1.8M
Clifford Swan Investment Counsel LLC 0.06% No change 19,182 $1.8M
Brown, Lisle/Cummings, Inc. 0.46% Reduce -2.2% 19,119 $1.7M
StoneX Group Inc. 0.08% Reduce -5.8% 19,117 $1.7M
Profund Advisors LLC 0.06% Reduce -17.9% 19,105 $1.7M
City Holding Co. 0.23% Reduce -2.0% 19,058 $1.7M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.90% Add +58.3% 19,000 $1.7M
Dynamic Advisor Solutions LLC 0.05% Add +45.6% 18,983 $1.7M
Wilson & Boucher Capital Management, LLC 1.20% Reduce -3.1% 18,900 $1.7M
Aaron Wealth Advisors LLC 0.18% Add +7.9% 18,814 $1.7M
Riverpark Capital Management LLC 2.76% Reduce -5.8% 18,677 $1.7M
Sheets Smith Investment Management 1.49% New 18,653 $1.7M
Legacy Financial Advisors, Inc. 0.27% Add +154.7% 18,624 $1.7M
RBF Capital, LLC 0.08% Reduce -5.1% 18,500 $1.7M
LOM Asset Management Ltd 0.57% — 18,454 $1.7M
Dana Investment Advisors, Inc. 0.06% Add +18.4% 18,448 $1.7M
Northwest & Ethical Investments L.P. 0.04% Reduce -8.8% 18,600 $1.7M
Lebenthal Global Advisors, LLC 0.31% Reduce -8.6% 18,332 $1.7M
Cidel Asset Management Inc. 0.10% No change 18,297 $1.7M
Wedbush Securities Inc. 0.06% Add +13.1% 18,285 $1.7M
Concurrent Investment Advisors, LLC 0.03% Add +18.1% 18,168 $1.7M
Whitener Capital Management, Inc. 0.44% Add +1.9% 18,145 $1.7M
LGT Fund Management Co Ltd. 0.14% Add +229.4% 18,129 $1.7M
Providence Wealth Advisors, LLC 1.13% Add +4.0% 17,133 $1.6M
Bank Pictet & Cie (Europe) AG 0.04% Add +10.7% 18,016 $1.6M
Drucker Wealth 3.0, LLC 0.32% Reduce -38.1% 17,713 $1.6M
Arjuna Capital 0.43% Reduce -5.1% 17,905 $1.6M
First Citizens Bank & Trust Co. 0.03% Reduce -4.8% 17,787 $1.6M
Puzo Michael J 0.46% Add +268.2% 17,778 $1.6M
HM Payson & Co. 0.03% Reduce -7.8% 17,774 $1.6M
Wright Investors Service Inc. 0.49% New 17,746 $1.6M
TLWM 0.31% Add +0.7% 17,687 $1.6M
MBM Wealth Consultants, LLC 0.43% Reduce -2.1% 17,522 $1.6M
NorthCrest Asset Manangement, LLC 0.04% Reduce -1.7% 17,430 $1.6M
Virtus Investment Advisers, LLC 0.53% New 17,335 $1.6M
Meriwether Wealth & Planning, LLC 0.99% Reduce -2.2% 17,321 $1.6M
Commerzbank Aktiengesellschaft 0.04% Reduce -5.9% 17,285 $1.6M
Canopy Partners, LLC 0.58% Add +1.7% 17,292 $1.6M
Bayview Asset Management, LLC 1.58% Add +64.2% 17,250 $1.6M
Trust Asset Management LLC 0.12% No change 17,244 $1.6M
Guardian Asset Advisors, LLC 0.90% Reduce -0.5% 17,218 $1.6M
Foundations Investment Advisors, LLC 0.02% Reduce -8.8% 17,207 $1.6M
Wedmont Private Capital 0.07% Add +3.9% 16,948 $1.6M
Wbi Investments, LLC 0.41% Add +216.7% 17,137 $1.6M
Wolff Wiese Magana LLC 0.97% Add +0.1% 17,117 $1.6M
FineMark National Bank & Trust 0.05% Reduce -1.0% 17,112 $1.6M
Tranquility Partners, LLC 0.56% Reduce -0.1% 17,101 $1.6M
Bank of Hawaii 0.08% Reduce -12.9% 17,031 $1.6M
Highland Capital Management, LLC 0.08% Reduce -21.1% 17,026 $1.6M
Farther Finance Advisors, LLC 0.03% Add +18.8% 16,952 $1.5M
Hickory Asset Management, Inc. 1.28% Add +0.8% 16,933 $1.5M
Stratos Wealth Advisors, LLC 0.08% Add +8.6% 16,897 $1.5M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -64.9% 16,893 $1.5M
RMR Capital Management, LLC 1.10% Reduce -16.5% 16,885 $1.5M
Cigna Investments Inc. 0.26% Add +0.3% 16,831 $1.5M
Nicholas Hoffman & Company, LLC. 0.04% Reduce -22.1% 16,782 $1.5M
Annis Gardner Whiting Capital Advisors, LLC 0.53% Add +3.1% 16,770 $1.5M
Mainstream Capital Management LLC 1.11% Reduce -0.7% 16,714 $1.5M
Next Capital Management LLC 0.56% Add +4.4% 16,684 $1.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -5.6% 16,609 $1.5M
EverSource Wealth Advisors, LLC 0.07% Add +29.9% 16,551 $1.5M
Embree Financial Group 0.23% Add +1.7% 16,522 $1.5M
Elmwood Wealth Management, Inc. 0.59% No change 16,364 $1.5M
HighVista Strategies LLC 0.55% New 16,300 $1.5M
IPG Investment Advisors LLC 0.29% New 16,286 $1.5M
Continuum Advisory, LLC 0.18% Reduce -30.6% 16,273 $1.5M
S-Bank Fund Management Ltd 0.22% Reduce -7.7% 16,267 $1.5M
Agf Management Ltd. 0.01% No change 16,212 $1.5M
RFG - Bristol Wealth Advisors, LLC 0.46% Add +30.5% 16,201 $1.5M
Compound Planning, Inc. 0.06% Add +5.2% 16,139 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -0.7% 16,121 $1.5M
South Dakota Investment Council 0.03% Reduce -13.9% 16,056 $1.5M
United Bank 0.56% Add +7.1% 16,053 $1.5M
Howard Financial Services, LTD. 0.19% Add +0.1% 16,000 $1.5M
ArrowMark Colorado Holdings LLC 0.03% Reduce -57.9% 15,850 $1.4M
Clear Harbor Asset Management, LLC 0.11% Reduce -3.5% 15,841 $1.4M
Jupiter Asset Management Ltd. 0.01% New 15,825 $1.4M
Rothschild Investment LLC 0.09% Reduce -23.1% 15,801 $1.4M
First Commonwealth Financial Corp 0.31% Add +1.2% 15,784 $1.4M
Wealth Alliance, LLC 0.16% Add +17.0% 15,732 $1.4M
Convergence Investment Partners, LLC 0.36% Reduce -23.7% 15,730 $1.4M
J. L. Bainbridge & Co., Inc. 0.13% Reduce -7.7% 15,711 $1.4M
Cove Street Capital, LLC 2.10% No change 15,668 $1.4M
Chicago Capital, LLC 0.04% Add +0.6% 15,629 $1.4M
GC Wealth Management RIA, LLC 0.12% Add +197.2% 15,476 $1.4M
Pallas Capital Advisors LLC 0.05% Reduce -14.2% 15,435 $1.4M
Sheets Smith Wealth Management 0.16% Add +92.3% 15,325 $1.4M
Brooklyn Investment Group 0.18% Add +52.4% 15,295 $1.4M
Cookson Peirce & Co. Inc. 0.06% Add +28.5% 15,262 $1.4M
Insigneo Advisory Services, LLC 0.12% Add +11.6% 15,189 $1.4M
Neumann Capital Management, LLC 0.43% Reduce -0.4% 15,132 $1.4M
First Dallas Securities Inc. 0.54% Reduce -18.0% 15,109 $1.4M
Frisch Financial Group, Inc. 0.34% Add +0.2% 15,092 $1.4M
Postrock Partners LLC 0.66% No change 15,078 $1.4M
Glaxis Capital Management, LLC 1.83% New 15,000 $1.4M
Fusion Capital, LLC 0.47% Add +6.0% 14,994 $1.4M
ING Groep NV 0.01% Add +70.0% 14,972 $1.4M
Kelly Lawrence W & Associates Inc. 0.36% Reduce -0.3% 14,907 $1.4M
Stance Capital LLC 0.51% New 14,882 $1.4M
JNBA Financial Advisors 0.13% Reduce -0.5% 14,855 $1.4M
GeoWealth Management, LLC 0.05% Add +1.4% 14,848 $1.4M
Axxcess Wealth Management, LLC 0.03% Reduce -0.2% 14,833 $1.4M
CENTRAL TRUST Co 0.03% Reduce -1.2% 14,795 $1.3M
Davis R M Inc. 0.02% Reduce -0.6% 14,707 $1.3M
Skylands Capital, LLC 0.19% Reduce -57.5% 14,700 $1.3M
Checchi Capital Advisers, LLC 0.09% Add +0.7% 14,688 $1.3M
Greystone Financial Group, LLC 0.22% Reduce -0.6% 14,586 $1.3M
SCS Capital Management LLC 0.01% Add +23.2% 14,574 $1.3M
Paradigm Asset Management Co. LLC 0.33% Reduce -70.1% 14,450 $1.3M
Fruth Investment Management 0.36% No change 14,456 $1.3M
NBT Bank, N.A. 0.09% Add +16.7% 14,435 $1.3M
Smith, Moore & Co. 0.11% Add +3.3% 14,435 $1.3M
Walter & Keenan Wealth Management LLC /in/ 0.38% Add +3.5% 14,433 $1.3M
Uncommon Cents Investing LLC 0.35% No change 14,381 $1.3M
Tranquilli Financial Advisor LLC 0.81% Add +0.2% 14,365 $1.3M
VestGen Advisors, LLC 0.05% Add +6.7% 14,332 $1.3M
Aptus Capital Advisors, LLC 0.01% Reduce -3.0% 14,330 $1.3M
Cooper Financial Group 0.15% Add +0.6% 14,326 $1.3M
Sagespring Wealth Partners, LLC 0.03% Add +58.4% 14,313 $1.3M
RFG Advisory, LLC 0.03% Add +30.6% 14,299 $1.3M
Sage Rhino Capital LLC 0.28% Add +0.1% 14,260 $1.3M
Integrated Quantitative Investments LLC 0.38% New 14,192 $1.3M
Blue Trust, Inc. 0.02% Add +28.9% 14,179 $1.3M
JT Stratford LLC 0.20% Add +14.9% 14,138 $1.3M
Balefire, LLC 0.28% Reduce -56.8% 14,017 $1.3M
IMS Capital Management 0.60% Reduce -1.4% 14,002 $1.3M
Sigma Planning Corp 0.04% Add +3.1% 13,936 $1.3M
Hancock Whitney Corp. 0.02% New 13,852 $1.3M
Capital Investment Advisors, LLC 0.02% Add +73.2% 13,846 $1.3M
GMO 0.00% Reduce -11.3% 13,843 $1.3M
Leisure Capital Management 0.48% Add +1.4% 13,828 $1.3M
Disciplined Investors, L.L.C. 0.98% Add +0.3% 13,806 $1.3M
Independence Bank of Kentucky 0.18% Reduce -7.5% 13,735 $1.3M
VCI Wealth Management LLC 0.44% Add +10.2% 13,734 $1.3M
Koshinski Asset Management, Inc. 0.09% Add +3.9% 13,708 $1.3M
Qtron Investments LLC 0.16% No change 13,698 $1.2M
Brown Brothers Harriman & Co. 0.01% Add +64.0% 13,682 $1.2M
Garner Asset Management Corp 0.58% Reduce -12.5% 13,583 $1.2M
FLC Capital Advisors 0.26% Add +5.9% 13,573 $1.2M
Edgestream Partners, L.P. 0.03% Add +240.7% 13,467 $1.2M
Smartleaf Asset Management LLC 0.11% Reduce -13.8% 13,592 $1.2M
Essex Financial Services, Inc. 0.08% Add +2.3% 13,370 $1.2M
Patrick M Sweeney & Associates, Inc. 0.84% Add +0.8% 13,330 $1.2M
Sumitomo Life Insurance Co. 0.08% Reduce -5.5% 13,315 $1.2M
Ascentis Independent Advisors 0.22% Add +4.9% 13,311 $1.2M
Two Sigma Securities, LLC 0.15% Add +205.5% 13,245 $1.2M
Franklin Street Advisors Inc. 0.07% No change 13,059 $1.2M
Worth Asset Management, LLC 0.59% New 13,052 $1.2M
Nicolet Bankshares Inc. 0.21% Add +0.8% 13,049 $1.2M
HCR Wealth Advisors 0.14% Add +6.4% 13,045 $1.2M
Catalyst Financial Partners LLC 0.13% Add +2.7% 13,039 $1.2M
Hardy Reed LLC 0.10% Reduce -1.1% 13,018 $1.2M
R Squared Ltd 0.65% New 12,994 $1.2M
Raiffeisen Bank International AG 0.02% Reduce -2.3% 13,171 $1.2M
Hamel Associates, Inc. 0.40% No change 12,945 $1.2M
Arax Advisory Partners 0.05% Add +52.8% 3,516 $1.2M
Knollwood Investment Advisory, LLC 0.11% No change 12,810 $1.2M
TCI Wealth Advisors, Inc. 0.08% Reduce -0.0% 12,793 $1.2M
Granite Investment Partners, LLC 0.06% No change 12,791 $1.2M
Blalock Williams, LLC 1.17% Add +3.7% 12,786 $1.2M
Proffitt & Goodson Inc. 0.18% Add +0.2% 12,765 $1.2M
Destination Wealth Management 0.03% Reduce -7.1% 12,741 $1.2M
Costello Asset Management, INC 0.44% Add +0.2% 12,740 $1.2M
Capricorn Fund Managers Ltd 0.55% Reduce -1.7% 12,701 $1.2M
Stablepoint Partners, LLC 0.20% Add +3.7% 12,677 $1.2M
Avestar Capital, LLC 0.08% Add +24.9% 12,635 $1.2M
Kanawha Capital Management LLC 0.09% No change 12,623 $1.2M
West Financial Advisors, LLC 0.20% No change 12,600 $1.1M
Maven Securities LTD 0.30% Reduce -34.0% 12,598 $1.1M
Panoramic Investment Advisors, LLC 0.70% No change 12,533 $1.1M
Advisors Asset Management, Inc. 0.02% Reduce -26.9% 12,503 $1.1M
Delaney Dennis R 0.59% Add +70.0% 12,500 $1.1M
Nautilus Advisors LLC 0.84% No change 12,481 $1.1M
Islay Capital Management, LLC 0.74% Add +0.8% 12,473 $1.1M
Interval Partners, LP 0.03% Reduce -92.9% 12,424 $1.1M
Boyd Watterson Asset Management LLC 0.36% Add +5.8% 12,409 $1.1M
Portside Wealth Group, LLC 0.17% Add +8.2% 12,337 $1.1M
Equitable Trust Co. 0.06% No change 12,233 $1.1M
Okabena Investment Services Inc. 0.25% New 12,214 $1.1M
Leavell Investment Management, Inc. 0.05% Add +1.0% 12,173 $1.1M
One Wealth Map LLC 0.61% Add +2.7% 11,536 $1.1M
BIP Wealth, LLC 0.07% Reduce -27.3% 12,133 $1.1M
Mutual Advisors, LLC 0.03% Add +0.3% 11,396 $1.1M
Ramsay, Stattman, Vela & Price, Inc. 0.21% Add +3.5% 12,107 $1.1M
Hodges Capital Management Inc. 0.11% Reduce -25.3% 12,096 $1.1M
O'ROURKE & COMPANY, Inc 0.51% Reduce -5.3% 12,057 $1.1M
Matisse Capital 0.52% Reduce -9.5% 12,010 $1.1M
Enterprise Bank & Trust Co 0.41% Add +3.5% 12,006 $1.1M
Summit Asset Management, LLC 0.18% Reduce -4.8% 12,002 $1.1M
Investor's Fiduciary Advisor Network, LLC 0.41% Reduce -22.2% 12,002 $1.1M
Focus Partners Advisor Solutions, LLC 0.01% Add +22.6% 11,986 $1.1M
Cullinan Associates Inc. 0.07% No change 11,900 $1.1M
Notis-McConarty Edward 0.53% New 11,895 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% Add +6.2% 11,742 $1.1M
Lodestone Wealth Management LLC 0.52% Add +0.3% 11,723 $1.1M
Arbor Trust Wealth Advisors, LLC 0.52% Add +3.0% 11,695 $1.1M
Sovereign's Capital Management, LLC 0.57% Add +19.0% 11,622 $1.1M
Personal Cfo Solutions, LLC 0.20% Add +1.2% 11,591 $1.1M
Stratos Investment Management, LLC 0.05% Add +5.9% 11,572 $1.1M
Dumont & Blake Investment Advisors LLC 0.28% Add +1.2% 11,556 $1.1M
Mystic Asset Management, Inc. 0.25% Add +1.4% 11,551 $1.1M
Oder Investment Management, LLC 0.80% Reduce -2.5% 11,548 $1.1M
Novare Capital Management LLC 0.09% Reduce -2.5% 11,535 $1.1M
Investment House LLC 0.05% New 11,500 $1.0M
MIdWestOne Financial Group, Inc. 0.14% Reduce -2.2% 11,450 $1.0M
Livforsakringsbolaget Skandia, Omsesidigt 0.05% No change 11,411 $1.0M
Robertson Stephens Wealth Management, LLC 0.04% Add +3.5% 11,391 $1.0M
Birmingham Capital Management Co. Inc. 0.46% Reduce -29.2% 11,375 $1.0M
Davidson Kahn Capital Management, LLC 0.66% Reduce -0.2% 11,330 $1.0M
Forbes J M & Co. LLP 0.09% No change 11,300 $1.0M
Perpetual Ltd 0.01% Reduce -1.5% 11,277 $1.0M
Institute for Wealth Management, LLC. 0.11% Reduce -0.2% 11,262 $1.0M
Palisade Asset Management, LLC 0.10% Reduce -0.3% 11,229 $1.0M
Thomasville National Bank 0.07% Reduce -1.3% 11,204 $1.0M
Balboa Wealth Partners 0.20% Add +4.9% 11,177 $1.0M
Polar Asset Management Partners Inc. 0.03% New 11,100 $1.0M
Capital Advantage, Inc. 0.16% Add +36.7% 11,088 $1.0M
Burns Matteson Capital Management, LLC 0.49% Reduce -2.7% 11,082 $1.0M
Cynosure Group, LLC 0.11% Add +0.4% 11,066 $1.0M
44 Wealth Management LLC 0.36% New 11,041 $1.0M
Nabity-Jensen Investment Management Inc 0.74% Add +0.1% 11,039 $1.0M
Cullen/Frost Bankers, Inc. 0.01% Add +12.0% 11,037 $1.0M
Kidder Stephen W 0.30% New 11,025 $1.0M
Simplicity Wealth,LLC 0.04% Add +134.2% 10,996 $1.0M
Secured Retirement Advisors, LLC 0.60% Reduce -6.9% 10,981 $1.0M
Shira Ridge Wealth Management 0.46% Add +0.0% 10,976 $1.0M
Florida Trust Wealth Management Co 0.03% Add +206.0% 10,948 $999K
ICONIQ Capital, LLC 0.02% Add +36.0% 10,868 $992K
Howard Capital Management, LLC 0.01% Add +35.0% 10,849 $990K
Townsquare Capital LLC 0.10% Reduce -92.3% 10,842 $989K
AIA Group Ltd 0.02% Reduce -13.8% 10,814 $987K
Clarius Group, LLC 0.06% Add +9.4% 10,801 $985K
Thor Investment Management Inc. /Oh/ 0.67% Add +0.3% 10,740 $980K
Uhlmann Price Securities, LLC 0.70% Reduce -15.9% 10,732 $979K
Hutchens & Kramer Investment Management Group, LLC 0.45% Reduce -0.1% 10,660 $972K
Northcape Wealth Management, LLC 0.30% No change 10,637 $971K
Bank of Stockton 0.29% Add +1.2% 10,593 $967K
Invictus Private Wealth, LLC 0.07% Add +5.0% 10,529 $961K
SJS Investment Consulting Inc. 0.15% Reduce -0.6% 10,479 $956K
Moseley Investment Management Inc. 0.33% No change 10,439 $952K
Navalign, LLC 0.26% Reduce -7.8% 10,430 $952K
TOWER TRUST & INVESTMENT Co 0.67% Add +4.6% 10,385 $947K
Canandaigua National Trust Co of Florida 0.67% Reduce -19.3% 10,361 $945K
Graypoint LLC 0.05% Reduce -0.1% 10,260 $936K
Variant Private Wealth, LLC 0.97% Reduce -2.7% 10,206 $931K
Figure 8 Investment Strategies LLC 0.90% New 10,124 $924K
Silvercrest Asset Management Group LLC 0.01% Reduce -67.8% 10,091 $921K
Cordgrass Capital Advisors, LLC 0.25% Add +8.1% 10,046 $917K
Vigilare Wealth Management 0.34% New 10,024 $915K
American Money Management, LLC 0.16% Reduce -5.2% 10,014 $914K
BigSur Wealth Management LLC 0.23% No change 10,000 $912K
Edmond DE Rothschild Holding S.A. 0.01% No change 10,000 $912K
Mark Asset Management LP 0.11% New 10,000 $912K
Gemmer Asset Management LLC 0.08% Reduce -6.1% 9,958 $909K
Sage Mountain Advisors LLC 0.06% Add +17.7% 9,956 $908K
Johnson Financial Group, Inc. 0.04% Reduce -20.4% 9,951 $908K
Diversified Trust Co. 0.02% Add +0.1% 9,936 $907K
Advisor OS, LLC 0.09% Add +116.0% 9,926 $906K
Pitcairn Co. 0.06% Reduce -5.5% 9,906 $904K
USA Financial Formulas 0.15% New 9,864 $900K
Hilltop Holdings Inc. 0.06% Reduce -5.1% 9,844 $898K
United Community Bank 0.31% Add +1.5% 9,839 $898K
Retirement Planning Group, LLC 0.04% Add +2.7% 9,780 $892K
Canvas Wealth Advisors, LLC 0.18% Add +0.6% 9,103 $891K
Lanark Financial, Inc. 0.07% Reduce -19.8% 9,695 $891K
Pure Financial Advisors, LLC 0.02% Add +5.0% 9,737 $888K
Colton Groome Financial Advisors, LLC 0.30% Add +4.5% 9,735 $888K
Circle Wealth Management, LLC 0.02% Add +31.5% 9,719 $887K
Clean Yield Group 0.26% No change 9,673 $883K
Future Fund LLC 0.39% Add +10.2% 9,661 $881K
Kennebec Savings Bank 0.86% No change 9,642 $880K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +1.9% 9,631 $879K
Regatta Capital Group, LLC 0.15% Add +0.4% 9,626 $878K
PDS Planning, Inc 0.07% Add +2.1% 9,580 $874K
Ridgewood Investments LLC 0.38% Reduce -33.3% 9,527 $869K
Bryce Point Capital, LLC 0.73% New 9,510 $868K
Novem Group 0.11% Add +3.1% 9,509 $868K
Hedges Asset Management LLC 0.70% Reduce -52.5% 9,500 $867K
Evoke Wealth, LLC 0.02% Add +46.4% 9,466 $864K
Kestra Private Wealth Services, LLC 0.01% Reduce -6.7% 9,455 $863K
iSAM Funds (UK) Ltd 0.19% Add +40.4% 9,435 $861K
Kirtland Hills Capital Management, LLC 0.40% Add +24.5% 9,405 $858K
Hohimer Wealth Management, LLC 0.15% Add +1.4% 9,389 $857K
Axq Capital, LP 0.28% New 9,381 $856K
NorthRock Partners, LLC 0.02% Add +42.3% 9,383 $856K
Westover Capital Advisors, LLC 0.17% Reduce -0.6% 9,371 $855K
Headlands Technologies LLC 0.10% Reduce -58.3% 9,360 $854K
Viawealth, LLC 0.50% Reduce -1.9% 9,208 $840K
Everhart Financial Group, Inc. 0.10% Add +14.2% 9,183 $838K
RiverFront Investment Group, LLC 0.02% New 9,173 $837K
One Capital Management, LLC 0.03% Add +0.0% 9,158 $836K
Eaton Financial Holdings Company, LLC 0.26% New 9,124 $833K
SeaCrest Wealth Management, LLC 0.09% Reduce -20.5% 9,108 $831K
Weaver Capital Management LLC 0.20% Add +0.1% 9,028 $824K
Crumly & Associates Inc. 0.20% Reduce -2.0% 9,027 $824K
Leonard Rickey Investment Advisors P.L.L.C. 0.16% Add +5.2% 9,010 $822K
Nilsine Partners, LLC 0.08% Reduce -1.6% 9,007 $822K
Kearns & Associates LLC 0.47% No change 9,000 $821K
Kingswood Wealth Advisors, LLC 0.06% Add +66.3% 8,956 $817K
Manchester Financial Inc. 0.17% Reduce -1.3% 8,956 $817K
Venture Visionary Partners LLC 0.03% Reduce -10.8% 8,955 $817K
Dynasty Wealth Management, LLC 0.01% Reduce -16.6% 8,895 $812K
Jericho Financial, LLP 0.53% Reduce -11.6% 8,879 $810K
Legacy Wealth Asset Management, LLC 0.21% Reduce -0.8% 8,867 $809K
Sutton Place Investors LLC 0.49% Add +2.1% 8,860 $808K
Trust Co. of Toledo NA 0.09% Add +2.5% 8,838 $806K
Angeles Wealth Management, LLC 0.06% Add +67.2% 8,809 $804K
Sax Wealth Advisors, LLC 0.05% Add +2.5% 8,794 $802K
Premier Path Wealth Partners, LLC 0.11% Add +11.8% 8,739 $797K
Keel Point, LLC 0.05% Add +31.0% 8,702 $794K
Sunbelt Securities, Inc. 0.07% Reduce -7.1% 10,689 $791K
Alta Advisers Ltd 0.28% No change 8,670 $791K
Boston Trust Walden Corp 0.01% Add +30.1% 8,670 $791K
Quadcap Wealth Management, LLC 0.10% Add +1.6% 8,664 $791K
St Germain D J Co. Inc. 0.03% Add +3.8% 8,643 $789K
N.E.W. Advisory Services LLC 0.08% Add +13.9% 8,635 $788K
Osborne Partners Capital Management, LLC 0.04% Reduce -4.3% 8,634 $788K
Cypress Wealth Services, LLC 0.14% Add +3.5% 8,602 $785K
Avondale Wealth Management 0.44% No change 8,600 $785K
Founders Financial Securities LLC 0.06% Reduce -0.4% 8,575 $782K
SkyView Investment Advisors, LLC 0.11% Reduce -1.0% 8,688 $782K
Fidelis Capital Partners, LLC 0.07% Add +11.4% 8,086 $782K
Klingman & Associates, LLC 0.04% Add +47.5% 8,535 $779K
Bordeaux Wealth Advisors LLC 0.10% Add +2.2% 8,495 $775K
HMV Wealth Advisors, LLC 0.51% No change 8,491 $775K
Oregon Pacific Wealth Management, LLC 0.73% Reduce -9.3% 8,427 $769K
Ironwood Financial, llc 0.16% No change 9,802 $767K
Wealthcare Advisory Partners LLC 0.02% Reduce -1.4% 8,398 $766K
Ethos Financial Group, LLC 0.07% New 8,381 $765K
NINE MASTS CAPITAL Ltd 0.32% New 8,362 $763K
Apriem Advisors 0.08% Add +2.5% 8,338 $761K
Modern Wealth Management, LLC 0.02% Add +14.8% 8,330 $760K
Fulton Bank, N.A. 0.03% Reduce -7.6% 8,325 $760K
Twinbeech Capital LP 0.02% New 8,272 $755K
CreativeOne Wealth, LLC 0.02% Add +32.3% 8,244 $752K
Ofi Invest Asset Management 0.02% Reduce -73.5% 9,659 $751K
Virtue Capital Management, LLC 0.14% Add +32.1% 8,188 $747K
Mitchell Sinkler & Starr 0.36% No change 8,142 $743K
Keebeck Wealth Management 0.10% No change 8,113 $740K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -3.0% 8,079 $737K
Citizens National Bank Trust Department 0.15% Reduce -6.5% 8,065 $736K
Parkside Financial Bank & Trust 0.08% Add +5.5% 8,065 $736K
Ameritas Advisory Services, LLC 0.04% Add +39.0% 7,960 $726K
Herold Advisors, Inc. 0.15% Reduce -25.2% 7,955 $726K
Aspen Grove Capital, LLC 0.12% Reduce -27.7% 7,926 $723K
First Western Trust Bank 0.03% Reduce -1.7% 7,897 $721K
Compass Advisory Group LLC 0.23% No change 7,875 $719K
Titleist Asset Management, LLC 0.07% Reduce -12.6% 7,869 $718K
West Family Investments, Inc. 0.19% Add +77.8% 7,860 $717K
Paragon Private Wealth Management, LLC 0.28% Add +55.8% 7,834 $715K
Western Wealth Management, LLC 0.04% Reduce -0.3% 7,819 $713K
Whelan Financial 0.26% Add +31.8% 7,781 $710K
Boltwood Capital Management 0.20% Add +0.8% 7,779 $710K
CVA Family Office, LLC 0.10% Add +2.9% 7,774 $709K
Unified Investment Management 0.76% Add +2.0% 7,756 $708K
RMR Wealth Builders 0.06% Add +3.2% 7,732 $705K
Journey Strategic Wealth LLC 0.02% Add +72.3% 7,729 $705K
Jackson Creek Investment Advisors LLC 0.19% Reduce -1.4% 7,727 $705K
Sompo Asset Management Co., Ltd. 0.12% No change 7,720 $704K
Lyell Wealth Management, LP 0.06% No change 7,713 $704K
Athena Investment Management 0.39% No change 7,708 $703K
Navellier & Associates Inc. 0.09% No change 7,700 $703K
L2 Asset Management, LLC 0.11% Add +16.7% 7,670 $700K
Old Port Advisors 0.19% Add +2.4% 7,659 $699K
CMG Global Holdings, LLC 0.37% Add +7.8% 7,108 $696K
LCNB Corp. 0.24% Add +11.8% 7,609 $694K
Harbour Investments, Inc. 0.02% Reduce -0.1% 7,596 $693K
One Wealth Advisors, LLC 0.10% Reduce -2.4% 7,587 $692K
Blueshift Asset Management, LLC 0.21% New 7,510 $685K
Joel Isaacson & Co., LLC 0.03% Add +1.0% 7,462 $681K
Dempze Nancy E 0.39% New 7,455 $680K
Unique Wealth Strategies, LLC 0.28% Reduce -11.1% 7,425 $677K
Heritage Wealth Management, Inc. 0.22% No change 7,414 $676K
First National Advisers, LLC 0.10% Reduce -28.7% 7,413 $676K
Trust Point Inc. 0.06% Add +27.0% 7,382 $674K
Exchange Capital Management, Inc. 0.10% Add +9.3% 7,365 $672K
Burling Wealth Partners, LLC 0.12% Reduce -17.4% 7,339 $670K
Integral Investment Advisors, Inc. 0.19% No change 7,300 $666K
Bahl & Gaynor LLC 0.00% Reduce -0.0% 7,239 $660K
Accredited Investors Inc. 0.04% New 7,227 $659K
Stokes Family Office, LLC 0.07% Reduce -4.4% 7,216 $658K
Integrity Alliance, Llc. 0.04% Reduce -12.2% 7,212 $658K
IHT Wealth Management, LLC 0.02% Reduce -2.1% 7,203 $657K
Verity Asset Management, Inc. 0.31% Reduce -51.8% 7,191 $656K
Total Wealth Planning & Management, Inc. 0.57% Reduce -0.7% 7,188 $656K
Csenge Advisory Group 0.03% Add +7.7% 7,419 $655K
International Assets Investment Management, LLC 0.05% Reduce -26.0% 7,175 $655K
Platform Technology Partners 0.17% Add +4.4% 7,172 $654K
Ellevest, Inc. 0.10% Add +2.7% 7,156 $653K
TAGStone Capital, Inc. 0.27% Add +0.3% 6,684 $651K
RW Investment Management LLC 0.07% Reduce -0.7% 7,124 $650K
Traynor Capital Management, Inc. 0.05% Add +1.4% 7,115 $649K
BayBridge Capital Group, LLC 0.42% Reduce -0.2% 7,107 $648K
MJP Associates Inc. 0.10% Add +164.1% 7,098 $648K
Whalen Wealth Management Inc. 0.41% New 7,089 $647K
Howard Bailey Securities, LLC 0.20% Reduce -2.9% 7,078 $646K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Add +3.2% 7,049 $643K
Neville Rodie & Shaw Inc. 0.05% No change 7,050 $643K
Persistent Asset Partners Ltd 0.56% New 7,043 $643K
Benjamin Edwards Inc. 0.01% Add +9.4% 7,033 $642K
Michels Family Financial, LLC 0.55% Reduce -2.7% 7,010 $640K
Beta Wealth Group, Inc. 0.23% Add +1.5% 7,008 $639K
Avalon Trust Co 0.05% Reduce -15.9% 7,000 $639K
Bridgewater Advisors Inc. 0.05% Reduce -2.5% 6,514 $638K
Florida Financial Advisors, LLC 0.15% New 6,962 $637K
Proficio Capital Partners LLC 0.04% Add +8.8% 6,950 $634K
Naviter Wealth, LLC 0.08% Reduce -1.4% 6,947 $634K
Elefante Mark B 0.48% New 6,940 $633K
Cozad Asset Management Inc. 0.06% Reduce -4.8% 6,925 $632K
Bragg Financial Advisors, Inc 0.02% Reduce -0.0% 6,921 $631K
Intrust Bank NA 0.06% Reduce -3.9% 6,915 $631K
Mogy Joel R Investment Counsel Inc. 0.04% No change 6,897 $629K
Pointe Capital Management LLC 0.33% Add +2.0% 6,884 $628K
AlphaQuest LLC 0.06% Add +1131.5% 6,884 $628K
Garrison Point Advisors, LLC 0.29% No change 6,855 $625K
Auxier Asset Management LLC 0.09% No change 6,850 $625K
Sowell Financial Services LLC 0.03% Add +0.6% 6,846 $625K
Arcataur Capital Management LLC 0.20% Reduce -1.4% 6,838 $624K
Main Street Financial Solutions, LLC 0.05% Add +4.7% 6,828 $623K
Transcend Capital Advisors, LLC 0.05% Add +142.9% 6,813 $622K
Impact Capital Partners LLC 0.20% Reduce -3.8% 6,787 $619K
Defined Wealth Management, LLC 0.38% Add +1.2% 6,737 $615K
Mayflower Financial Advisors, LLC 0.09% Add +0.5% 6,727 $614K
MCF Advisors LLC 0.04% Add +1.3% 6,724 $613K
Harvest Fund Management Co., Ltd 0.03% No change 6,702 $611K
Independent Financial Group, LLC 0.02% Reduce -1.1% 6,682 $610K
Mission Wealth Management, LP 0.01% Reduce -2.8% 6,670 $609K
Bingham Private Wealth, LLC 0.58% Reduce -4.7% 6,638 $606K
Mather Group, Llc. 0.01% Add +7.3% 6,638 $606K
5T Wealth, LLC 0.31% Add +0.1% 6,630 $605K
Rehmann Capital Advisory Group 0.04% Add +0.8% 6,595 $602K
Aspetuck Financial Management LLC 0.45% Reduce -4.4% 6,577 $600K
Sweeney & Michel, LLC 0.21% Add +0.2% 6,508 $599K
Carson Advisory Inc. 0.38% No change 6,557 $598K
MassMutual Private Wealth & Trust, FSB 0.02% Add +7.6% 6,536 $596K
Veltria Advisors Corp. 0.40% Add +18.1% 6,524 $595K
Cassaday & Co Wealth Management LLC 0.01% Add +3.4% 6,512 $594K
Pinnacle Wealth Planning Services, Inc. 0.08% Add +8.6% 6,494 $593K
Signature Estate & Investment Advisors LLC 0.01% Reduce -5.1% 6,489 $592K
Bank of Marin 0.45% Add +7.1% 6,462 $590K
Cornerstone Wealth Management, LLC 0.04% Reduce -1.5% 6,453 $589K
Marathon Mission, Inc. 0.37% Add +7.3% 6,437 $587K
Wellington Capital Management, Inc. 0.87% — 6,390 $583K
Larson Financial Group LLC 0.02% Reduce -0.8% 6,378 $582K
WNY Asset Management, LLC 0.06% Reduce -1.6% 6,331 $578K
Sfmg, LLC 0.04% Add +0.5% 6,326 $577K
Prosperity Wealth Management, Inc. 0.21% Reduce -23.0% 6,325 $577K
Lazari Capital Management, Inc. 0.22% Reduce -7.9% 6,308 $576K
CTC Alternative Strategies, Ltd. 0.50% New 6,302 $575K
Intrepid Financial Planning Group LLC 0.24% No change 6,302 $575K
Centurion Wealth Management LLC 0.16% Reduce -5.4% 6,300 $575K
Family Legacy, Inc. 0.19% No change 6,300 $575K
Palacios Wealth Management, LLC 0.47% New 6,285 $573K
Commonwealth Retirement Investments LLC 0.22% Reduce -82.0% 6,255 $571K
New Hampshire Trust 0.12% Reduce -0.6% 6,240 $569K
Mason & Associates Inc 0.13% No change 6,232 $569K
Strategic Financial Services, Inc. 0.03% No change 6,184 $564K
Crescent Grove Advisors, LLC 0.05% Reduce -6.8% 6,169 $563K
Kathmere Capital Management, LLC 0.04% Add +71.1% 6,152 $561K
Belpointe Asset Management LLC 0.02% Add +7.4% 6,142 $560K
Quotient Wealth Partners, LLC 0.02% Add +33.4% 6,125 $559K
Armstrong Henry H Associates Inc. 0.05% Reduce -42.5% 6,091 $556K
Ausdal Financial Partners, Inc. 0.04% Reduce -15.7% 6,082 $555K
Alpha Family Trust 0.27% No change 6,070 $554K
Waterloo Capital, L.P. 0.04% Add +12.1% 6,062 $553K
Gladstone Institutional Advisory LLC 0.02% Add +18.0% 6,062 $553K
Nebula Research & Development LLC 0.05% New 6,045 $552K
Fiduciary Trust Co 0.01% Add +3.8% 5,966 $544K
Wealth Quarterback LLC 0.26% Reduce -2.4% 5,964 $544K
SouthState Bank Corp 0.02% Reduce -1.9% 5,958 $544K
Heartland Bank & Trust Co 0.25% Reduce -1.3% 5,957 $544K
Relyea Zuckerberg Hanson LLC 0.06% Add +5.6% 5,951 $543K
PFG Investments, LLC 0.03% Add +10.2% 5,951 $543K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -11.8% 5,928 $541K
SS&H Financial Advisors, Inc. 0.18% No change 5,899 $538K
Principle Wealth Partners LLC 0.03% Add +2.0% 5,890 $537K
Revisor Wealth Management LLC 0.19% New 5,754 $535K
Monograph Wealth Advisors, LLC 0.07% Add +0.1% 5,821 $531K
Phoenix Financial Ltd. 0.01% Add +21.2% 5,819 $530K
WESPAC Advisors SoCal, LLC 0.12% No change 5,805 $530K
Voisard Asset Management Group, Inc. 0.14% Add +1.0% 5,803 $529K
KMG Fiduciary Partners, LLC 0.04% Reduce -1.7% 5,800 $529K
Plante Moran Financial Advisors, LLC 0.04% Reduce -14.6% 5,778 $527K
Ridgecrest Wealth Partners, LLC 0.28% No change 5,768 $526K
Aviso Financial Inc. 0.02% Add +5.5% 5,765 $526K
Sand Hill Global Advisors, LLC 0.02% No change 5,748 $524K
Diligent Investors, LLC 0.12% No change 5,735 $523K
Icon Wealth Advisors, LLC 0.04% Add +22.3% 5,732 $523K
Journey Advisory Group, LLC 0.04% No change 5,694 $520K
Octavia Wealth Advisors, LLC 0.06% Reduce -9.3% 5,692 $519K
Tempus Wealth Planning, LLC 0.13% Reduce -1.5% 5,681 $518K
Avalon Capital Management 0.14% Reduce -3.3% 5,677 $518K
JTC Employer Solutions Trustee Ltd 0.05% No change 5,670 $517K
Freestone Capital Holdings, LLC 0.02% Add +12.3% 5,664 $517K
Accurate Wealth Management, LLC 0.08% Add +59.9% 5,538 $515K
Wesbanco Bank Inc. 0.02% Reduce -0.2% 5,628 $513K
Rosenberg Matthew Hamilton 0.12% Add +4.0% 5,618 $513K
Haverford Trust Co 0.00% No change 5,598 $511K
Wrapmanager Inc. 0.12% New 5,584 $509K
Kingsview Wealth Management, LLC 0.01% Add +10.8% 5,579 $509K
Alliance Wealth Advisors, LLC 0.12% Add +4.1% 5,528 $504K
Toth Financial Advisory Corp. 0.06% Add +531.6% 5,495 $501K
Magnetar Financial LLC 0.00% New 5,491 $501K
Bryn Mawr Trust Advisors, LLC 0.03% Add +2.0% 5,489 $501K
Greykasell Wealth Strategies, Inc. 0.24% Add +4.8% 5,488 $501K
KRS Capital Management, LLC 0.33% Add +0.1% 5,478 $500K
Apexium Financial, LP 0.03% Add +1.3% 5,473 $499K
Petrus Trust Company, LTA 0.05% Add +91.5% 5,457 $498K
Addison Advisors LLC 0.12% Reduce -0.4% 5,455 $498K
Yarbrough Capital, LLC 0.02% No change 5,454 $498K
Rovin Capital /Ut/ 0.15% Add +1.6% 5,445 $497K
Telos Capital Management, Inc. 0.05% Reduce -11.9% 5,431 $496K
BSW Wealth Partners 0.07% Add +4.6% 5,425 $495K
River Wealth Advisors LLC 0.06% Add +7.8% 5,420 $495K
Ledyard National Bank 0.05% Add +23.7% 5,416 $494K
Western Pacific Wealth Management, LP 0.47% No change 5,415 $494K
Avidian Wealth Enterprises, LLC 0.02% Reduce -0.5% 5,414 $494K
Optas, LLC 0.09% Add +1.3% 5,409 $494K
Cromwell Holdings LLC 0.30% Add +117.8% 5,381 $491K
Dagco, Inc. 0.14% No change 5,375 $490K
Ameliora Wealth Management Ltd. 0.17% New 5,355 $489K
Operose Advisors LLC 0.14% Add +0.1% 5,353 $488K
Fi3 FINANCIAL ADVISORS, LLC 0.18% Add +8.3% 5,340 $487K
Williams Jones Wealth Management, LLC. 0.01% Add +76.3% 5,331 $486K
Waddell & Associates, LLC 0.05% Add +30.7% 5,323 $486K
Burke & Herbert Bank & Trust Co. 0.11% No change 5,300 $484K
First National Bank of Omaha 0.03% Reduce -4.5% 5,300 $484K
First Horizon Advisors, Inc. 0.01% Add +60.5% 5,295 $483K
Delta Investment Management, LLC 0.09% Add +0.6% 5,286 $482K
Keyvantage Wealth, LLC 0.22% Add +12.3% 5,285 $482K
Stonegate Investment Group, LLC 0.01% Add +81.4% 5,277 $481K
Turtle Creek Wealth Advisors, LLC 0.06% New 5,263 $480K
Advisory Alpha, LLC 0.01% Add +5.2% 5,258 $480K
Legacy Capital Wealth Partners, LLC 0.11% Reduce -34.7% 5,228 $477K
Sky Investment Group LLC 0.09% Add +1.5% 5,220 $476K
Quadrant Private Wealth Management, LLC 0.10% Reduce -0.3% 5,208 $475K
Trace Wealth Advisors, LLC 0.39% No change 5,200 $474K
Maridea Wealth Management LLC 0.12% Add +54.1% 5,176 $472K
Gryphon Financial Partners LLC 0.06% Add +21.7% 5,168 $472K
Lountzis Asset Management, LLC 0.17% No change 5,166 $471K
Private Trust Co. NA 0.04% Reduce -6.7% 5,163 $471K
James Investment Research, Inc. 0.06% Reduce -5.1% 5,154 $470K
Point72 Asia (Singapore) Pte. Ltd. 0.08% New 5,096 $465K
WealthPlan Investment Management, LLC 0.03% Add +50.3% 5,094 $465K
Meridian Wealth Management, LLC 0.02% Reduce -18.1% 5,069 $462K
MUFG Securities EMEA plc 0.02% New 5,047 $460K
Enzi Wealth 0.17% No change 5,000 $460K
Alliance Wealth Advisors, LLC 0.25% Add +3.9% 5,035 $459K
Fiduciary Alliance LLC 0.03% Add +24.5% 5,032 $459K
Moser Wealth Advisors, LLC 0.22% Reduce -12.3% 5,010 $457K
BBR Partners, LLC 0.03% Reduce -0.4% 5,001 $456K
Viewpoint Capital Management LLC 0.22% No change 5,000 $456K
Evermay Wealth Management LLC 0.06% Add +0.0% 4,918 $449K
Hopwood Financial Services, Inc. 0.35% No change 4,906 $448K
Childress Capital Advisors, LLC 0.11% Add +36.9% 4,896 $447K
Broyhill Asset Management, LLC 0.41% Reduce -80.3% 4,895 $447K
Tactive Advisors, LLC 0.14% — 4,889 $446K
Aljian Capital Management, LLC 0.10% Add +0.1% 4,883 $446K
Trillium Asset Management, LLC 0.01% Add +17.4% 4,881 $445K
Cannell & Spears LLC 0.01% Add +0.1% 4,832 $441K
Trek Financial, LLC 0.03% Add +23.8% 4,816 $439K
Peoples Bank 0.29% Reduce -0.3% 4,808 $439K
Syon Capital LLC 0.03% New 4,802 $438K
Diversify Wealth Management, LLC 0.03% Reduce -5.8% 4,439 $438K
Polymer Capital Management (US) LLC 0.07% New 4,787 $437K
Coastwise Capital Group, LLC 0.35% Reduce -5.8% 4,751 $434K
Sunpointe, LLC 0.17% New 4,712 $430K
Avantax Planning Partners, Inc. 0.01% Add +2.0% 4,706 $429K
Eagle Wealth Strategies LLC 0.24% Add +1.8% 4,705 $429K
Versant Capital Management, Inc 0.07% Add +13.2% 4,704 $429K
Princeton Capital Management LLC 0.13% New 4,697 $429K
Soltis Investment Advisors LLC 0.03% New 4,673 $426K
Welch & Forbes LLC 0.01% Add +13.4% 4,657 $425K
Old Mission Investment Co LLC 0.12% Reduce -0.0% 4,642 $424K
Orca Investment Management, LLC 0.38% Reduce -0.1% 4,641 $423K
Gibbs Wealth Management 0.08% Add +6.2% 4,639 $423K
Sonora Investment Management Group, LLC 0.03% Add +0.3% 4,635 $423K
Astoria Portfolio Advisors LLC. 0.12% No change 4,380 $423K
Westmount Partners, LLC 0.12% Reduce -0.4% 4,632 $423K
Farringdon Capital, Ltd. 0.14% New 4,627 $422K
Moss Adams Wealth Advisors LLC 0.04% Add +1.5% 4,624 $422K
Opinicus Capital, Inc. 0.32% Reduce -11.8% 4,597 $419K
Parcion Private Wealth LLC 0.03% Reduce -17.4% 4,585 $418K
Smith Thornton Advisors LLC 0.24% Add +0.8% 4,581 $418K
TFG Advisers LLC 0.14% Add +7.6% 4,569 $417K
LexAurum Advisors, LLC 0.07% Reduce -66.9% 4,565 $416K
Sivia Capital Partners, LLC 0.14% Add +21.6% 4,553 $415K
Bernard Wealth Management Corp. 0.19% No change 4,544 $415K
Colonial River Investments, LLC 0.18% Add +13.4% 4,445 $414K
RVW Wealth, LLC 0.03% Reduce -0.5% 4,507 $411K
Lester Murray Antman dba SimplyRich 0.11% No change 4,510 $411K
Fiduciary Family Office, LLC 0.13% Add +45.8% 4,482 $409K
GTS Securities LLC 0.02% Reduce -40.0% 4,470 $408K
Arete Wealth Advisors, LLC 0.03% Reduce -35.7% 4,458 $407K
LBMC Investment Advisors, LLC 0.03% No change 4,388 $400K
WealthPLAN Partners, LLC 0.06% Add +1.4% 4,375 $399K
Douglass Winthrop Advisors, LLC 0.01% Add +6.1% 4,356 $397K
Bradley Foster & Sargent Inc. 0.01% Reduce -45.2% 4,355 $397K
E Fund Management Co., Ltd. 0.02% Reduce -2.7% 4,328 $395K
Opal Wealth Advisors, LLC 0.11% Add +24.6% 4,326 $395K
HHM Wealth Advisors, LLC 0.05% Reduce -17.5% 4,301 $392K
Summit Wealth & Retirement Planning, Inc. 0.11% Add +40.4% 4,297 $392K
Client 1ST Advisory Group, LLC 0.14% Reduce -1.0% 4,279 $390K
Clearview Wealth Advisors LLC 0.27% Reduce -0.1% 4,270 $390K
Semus Wealth Partners LLC 0.25% Reduce -4.2% 4,267 $389K
Cyndeo Wealth Partners, LLC 0.02% Add +13.0% 4,252 $388K
CoreCap Advisors, LLC 0.02% Add +3.6% 4,248 $388K
Fielder Capital Group LLC 0.10% Reduce -4.5% 4,240 $387K
Catalyst Private Wealth, LLC 0.17% Add +0.6% 4,218 $385K
AlphaCore Capital LLC 0.01% Add +31.7% 4,203 $384K
Aberdeen Wealth Management LLC 0.25% Add +0.0% 4,198 $383K
CFO4Life Group, LLC 0.06% Reduce -4.9% 4,180 $381K
Investors Asset Management of Georgia Inc. /Ga/ 0.18% Add +0.1% 4,169 $380K
Cary Street Partners Investment Advisory LLC 0.18% Add +14.0% 4,169 $380K
Souders Financial Advisors 0.05% Reduce -5.5% 4,167 $380K
Affinity Capital Advisors, LLC 0.07% Reduce -20.1% 4,164 $380K
Level Four Advisory Services, LLC 0.01% Reduce -0.7% 4,141 $378K
CNB Bank 0.18% Reduce -20.7% 4,140 $378K
KLCM Advisors, Inc. 0.04% Reduce -2.6% 4,134 $377K
Up Strategic Wealth Investment Advisors LLC 0.29% Add +7.5% 4,126 $376K
Exchange Traded Concepts, LLC 0.00% Reduce -76.2% 4,103 $374K
Silver Oak Securities, Incorporated 0.03% Add +7.2% 4,093 $373K
Trust Co of the South 0.07% No change 4,088 $373K
Oxinas Partners, LLC 0.19% Add +0.1% 4,087 $373K
Advisor Resource Council 0.18% Reduce -66.5% 4,064 $371K
Essex LLC 0.07% No change 4,050 $370K
Capital Management Associates, Inc 0.12% Reduce -50.4% 4,045 $369K
Laffer Tengler Investments, Inc. 0.08% No change 4,025 $367K
Optiver Holding B.V. 0.01% Add +956.2% 4,024 $367K
Principia Wealth Advisory, LLC 0.31% Add +0.3% 4,016 $366K
Romano Brothers and Company 0.04% No change 3,974 $363K
Three Bridge Wealth Advisors, LLC 0.10% Add +46.1% 3,970 $362K
Gries Financial LLC 0.07% Add +48.8% 3,964 $362K
Ariston Services Group 0.26% No change 3,958 $361K
Baron Wealth Management LLC 0.13% Add +8.5% 3,951 $360K
Van Strum & Towne Inc. 0.11% No change 3,950 $360K
Faithward Advisors, LLC 0.06% Reduce -60.3% 3,947 $360K
Calton & Associates, Inc. 0.06% Add +23.4% 3,944 $360K
Nova R Wealth, Inc. 0.17% No change 3,936 $359K
CYBER HORNET ETFs LLC 0.26% Reduce -0.5% 3,932 $359K
First Business Financial Services, Inc. 0.03% No change 3,931 $359K
Denver PWM, LLC 0.11% Add +0.1% 3,915 $357K
American Institute for Advanced Investment Management, LLP 0.25% Add +2.4% 3,915 $357K
Biltmore Family Office, LLC 0.06% Add +1.2% 3,905 $356K
Triumph Capital Management 0.11% Add +6.8% 3,897 $356K
Klingenstein Fields & Co. LP 0.01% No change 3,895 $355K
Wealth Group, Ltd. 0.35% Add +8.9% 3,893 $355K
Sound View Wealth Advisors Group, LLC 0.03% Add +3.3% 3,881 $354K
Opus Capital Group, LLC 0.04% Add +0.3% 3,875 $354K
Boyar Asset Management Inc. 0.23% Reduce -1.9% 3,875 $354K
Purus Wealth Management, LLC 0.12% Reduce -0.9% 3,870 $353K
Studio Investment Management LLC 0.07% Reduce -2.5% 3,861 $352K
Rothschild Capital Partners, LLC 0.09% No change 3,860 $352K
Mission Creek Capital Partners, Inc. 0.08% Reduce -54.5% 3,860 $352K
Berger Financial Group, Inc 0.02% Add +0.1% 3,786 $345K
TriaGen Wealth Management LLC 0.10% New 3,781 $345K
Marks Group Wealth Management, Inc 0.03% Reduce -16.6% 3,755 $343K
Westshore Wealth, LLC 0.13% No change 3,752 $342K
LRI Investments, LLC 0.03% Add +62.0% 3,708 $338K
CMT Capital Markets Trading GmbH 0.16% New 3,700 $338K
Court Place Advisors, LLC 0.11% Reduce -2.6% 3,700 $338K
Perennial Investment Advisors, LLC 0.03% Add +12.9% 3,696 $337K
Calydon Capital 0.03% New 3,692 $337K
Quantum Financial Advisors, LLC 0.05% No change 3,687 $336K
Founders Capital Management 0.20% No change 3,680 $336K
Cohen Klingenstein LLC 0.01% No change 3,660 $334K
Wayfinding Financial, LLC 0.15% Add +1.8% 3,430 $333K
Abacus Planning Group, Inc. 0.05% Add +12.0% 3,649 $333K
Advyzon Investment Management, LLC 0.07% Reduce -1.4% 3,631 $331K
Allstate Corp. 0.02% Reduce -94.3% 3,616 $330K
Brookwood Investment Group LLC 0.05% Reduce -58.9% 3,609 $329K
Retirement Planning Co of New England, Inc. 0.15% Reduce -11.7% 3,601 $329K
Paradigm Capital Management, LLC 0.33% Reduce -4.8% 3,595 $328K
Wellington Shields Capital Management, LLC 0.06% Add +0.1% 3,595 $328K
Marshall & Sterling Wealth Advisors Inc. 0.22% Add +4.1% 3,569 $324K
Trustmark Bank Trust Department 0.02% Reduce -33.6% 3,547 $324K
Broadway Wealth Solutions, Inc. 0.20% Reduce -8.1% 3,545 $323K
Prosperitas Financial LLC 0.15% Add +0.3% 3,534 $322K
RAM Investment Partners, LLC 0.07% Add +5.2% 3,534 $322K
First Interstate Bank 0.02% Add +12.8% 3,531 $322K
Tompkins Financial Corp. 0.03% Reduce -1.6% 3,530 $322K
Norway Savings Bank 0.17% Reduce -5.0% 3,525 $322K
Private Client Services, LLC 0.13% Reduce -2.0% 3,525 $322K
Harbour Trust & Investment Management Co 0.04% Reduce -1.4% 3,514 $321K
Wisconsin Capital Management LLC 0.18% No change 3,500 $319K
Edgewood Management LLC 0.00% No change 3,500 $319K
Raab & Moskowitz Asset Management LLC 0.08% Reduce -57.7% 3,494 $319K
LCM Capital Management Inc 0.17% No change 3,490 $318K
Chilton Investment Co. Inc. 0.01% New 3,488 $318K
SeaBridge Investment Advisors LLC 0.06% Reduce -4.7% 3,465 $316K
Keystone Wealth Services, LLC 0.08% Reduce -0.2% 3,463 $316K
Quent Capital, LLC 0.03% Add +8.0% 3,454 $315K
Aprio Wealth Management, LLC 0.04% Add +18.0% 3,451 $315K
MBB Public Markets I LLC 0.04% Reduce -18.1% 3,446 $314K
Forte Capital LLC 0.03% Add +15.8% 3,434 $313K
Good Life Advisors, LLC 0.02% Reduce -55.6% 3,401 $310K
Seed Wealth Management, Inc. 0.23% No change 3,357 $306K
Strategic Blueprint, LLC 0.01% Reduce -16.7% 3,356 $306K
Physicians Financial Services, Inc. 0.09% Add +13.6% 3,350 $306K
CWS Financial Advisors, LLC 0.09% No change 3,352 $306K
Spartan Planning & Wealth Management 0.26% Reduce -0.2% 3,339 $305K
St. Nicholas Private Asset Management, Inc. 0.28% No change 3,330 $304K
Alpha DNA Investment Management LLC 5.78% Reduce -2.1% 3,325 $303K
Manchester Capital Management LLC 0.04% Add +9.7% 3,324 $303K
Peterson Wealth Services 0.08% Reduce -9.2% 3,320 $303K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +0.4% 3,315 $302K
LongView Wealth Management 0.09% Add +0.3% 3,309 $302K
Bison Wealth, LLC 0.02% New 3,279 $302K
SYM FINANCIAL Corp 0.03% Add +14.4% 3,302 $301K
Delta Financial Advisors LLC 0.11% Reduce -15.9% 3,299 $301K
Cornerstone Wealth Group, LLC 0.02% Add +22.4% 3,297 $301K
Noesis Capital Mangement Corp. 0.05% Reduce -14.3% 3,296 $301K
CHICAGO TRUST Co NA 0.04% New 3,281 $299K
Everpar Advisors LLC 0.14% Add +8.3% 3,268 $298K
Caxton Associates LLP 0.01% New 3,267 $298K
Hazlett, Burt & Watson, Inc. 0.12% Add +535.1% 3,296 $298K
TrueWealth Advisors, LLC 0.09% Reduce -0.8% 3,266 $298K
BlackDiamond Wealth Management, LLC 0.17% Add +16.3% 3,268 $298K
Legacy Private Trust Co. 0.02% No change 3,265 $298K
BOS Asset Management, LLC 0.10% No change 3,257 $297K
Canal Capital Management, LLC 0.05% New 3,254 $297K
Lodestar Private Asset Management LLC 0.03% Reduce -9.8% 3,250 $297K
Plancorp, LLC 0.01% Add +2.7% 3,236 $295K
Moneco Advisors, LLC 0.03% Reduce -5.1% 3,229 $295K
Full Sail Capital, LLC 0.02% New 3,218 $294K
Marion Wealth Management 0.07% Add +13.8% 3,217 $293K
Certuity, LLC 0.03% Add +6.5% 3,199 $292K
Sigma Investment Counselors Inc. 0.02% No change 3,199 $292K
Procyon Advisors, LLC 0.03% Reduce -51.5% 3,186 $291K
Broderick Brian C 0.06% New 3,180 $290K
Morton Community Bank 0.07% Reduce -14.9% 3,178 $290K
Essential Partners LLC 0.12% — 3,172 $289K
Blodgett Wealth Advisors, LLC 0.23% No change 3,167 $289K
Whalerock Point Partners, LLC 0.06% No change 3,166 $289K
Marshall Financial Group, LLC 0.06% Reduce -8.4% 3,115 $288K
Exencial Wealth Advisors, LLC 0.01% Reduce -0.9% 3,154 $288K
Azimuth Capital Investment Management LLC 0.01% No change 3,149 $287K
Little House Capital LLC 0.07% Reduce -2.7% 3,143 $287K
Oarsman Capital, Inc. 0.04% Reduce -21.2% 3,137 $286K
Austin Private Wealth, LLC 0.02% Add +5.2% 3,136 $286K
MQS Management LLC 0.16% New 3,134 $286K
Bluespring Wealth Management, LLC 0.03% Add +1.0% 3,128 $285K
Steel Grove Capital Advisors, LLC 0.03% No change 3,120 $285K
Obermeyer Wealth Partners 0.01% Reduce -0.2% 3,107 $283K
Red Door Wealth Management, LLC 0.03% No change 3,104 $283K
Benin Management CORP 0.07% Reduce -29.5% 3,103 $283K
Financial Management Professionals, Inc. 0.03% Add +14.3% 3,103 $283K
Highline Wealth Partners LLC 0.08% Add +0.4% 3,091 $282K
Hara Capital LLC 0.17% Reduce -63.0% 3,078 $281K
Pinnacle Bancorp, Inc. 0.09% No change 3,075 $281K
Diversified Enterprises, LLC 0.02% Reduce -5.3% 3,075 $281K
Destiny Wealth Partners, LLC 0.04% New 3,068 $280K
Burton Enright Welch 0.05% New 3,067 $280K
SMART Wealth LLC 0.09% Add +18.5% 3,066 $280K
Lantz Financial LLC 0.07% Add +1.4% 3,062 $279K
Signature Wealth Management Group 0.11% Reduce -18.1% 3,062 $279K
Wedge Capital Management L L P 0.00% Reduce -7.4% 3,032 $277K
Tradition Wealth Management, LLC 0.02% Add +0.2% 3,019 $275K
Kathleen S. Wright Associates Inc. 0.11% No change 3,000 $275K
Manuka Financial, LLC 0.15% No change 3,000 $274K
Sanders Morris Harris LLC 0.07% Reduce -25.0% 3,000 $274K
Martel Wealth Advisors LLC 0.05% No change 3,000 $274K
Sierra Summit Advisors LLC 0.05% No change 3,000 $274K
Hennessy Advisors Inc. 0.01% Reduce -66.7% 3,000 $274K
Rothschild Wealth LLC 0.07% Reduce -14.0% 2,999 $274K
Flagship Harbor Advisors, LLC 0.01% Reduce -2.0% 2,996 $273K
Cornerstone Advisory, LLC 0.03% Add +0.1% 2,995 $273K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -9.9% 2,992 $273K
Brave Asset Management Inc. 0.07% No change 2,988 $273K
Inscription Capital, LLC 0.04% Reduce -60.4% 2,966 $271K
Prelude Capital Management, LLC 0.03% New 2,963 $270K
Chilton Capital Management LLC 0.01% Add +1.0% 2,954 $270K
McCarter Private Wealth Services LLC 0.15% New 2,941 $268K
Root Financial Partners, LLC 0.03% Reduce -46.3% 2,935 $268K
Stockman Wealth Management, Inc. 0.04% No change 2,935 $268K
RDA Financial Network 0.07% New 2,929 $267K
Wimmer Associates 1, LLC 0.14% No change 2,924 $267K
Stevens Capital Management LP 0.07% Reduce -73.5% 2,915 $266K
Horizon Bancorp Inc. 0.13% Add +26.3% 2,904 $265K
Coordinated Financial Services, Inc. 0.19% — 2,902 $265K
CRA Financial Services, LLC 0.04% Reduce -4.5% 2,894 $264K
Caliber Wealth Management, LLC / KS 0.03% Add +1.6% 2,893 $264K
Beaumont Financial Advisors, LLC 0.02% Add +5.1% 2,890 $264K
Acas, LLC 0.18% Reduce -1.8% 2,751 $263K
Thrive Wealth Management, LLC 0.04% Add +1.4% 2,878 $263K
Deseret Mutual Benefit Administrators 0.12% No change 2,875 $262K
Confluence Wealth Services, Inc. 0.01% No change 2,871 $262K
Pines Wealth Management, LLC 0.09% New 2,861 $262K
Brio Consultants, LLC 0.04% Add +8.7% 2,866 $261K
Bernardo Wealth Planning LLC 0.06% Add +3.5% 2,866 $261K
Zions Bancorporation, National Association 0.01% Add +18.4% 2,856 $261K
Onyx Bridge Wealth Group LLC 0.03% Add +7.3% 2,851 $260K
Traveka Wealth, LLC 0.14% Add +4.3% 2,841 $259K
WealthShield Partners, LLC 0.03% Reduce -19.0% 2,837 $259K
Verdence Capital Advisors LLC 0.02% Reduce -4.8% 2,835 $259K
Forvis Mazars Wealth Advisors, LLC 0.01% New 2,829 $258K
Cypress Capital Group 0.03% New 2,828 $258K
Asset Dedication, LLC 0.02% Add +13.4% 2,824 $258K
Longview Financial Advisors LLC 0.16% Add +0.2% 2,822 $257K
LJI Wealth Management, LLC 0.04% No change 2,802 $256K
Encompass More Asset Management 0.06% New 2,799 $255K
TRUE Private Wealth Advisors 0.03% Add +1.4% 2,791 $255K
Kovack Advisors, Inc. 0.02% Reduce -29.1% 2,787 $254K
Auxano Advisors, LLC 0.06% Add +2.1% 2,777 $253K
SteelPeak Wealth, LLC 0.01% Reduce -96.3% 2,769 $253K
Patton Fund Management, Inc. 0.06% New 2,755 $251K
Claro Advisors Inc. 0.04% Reduce -43.5% 2,751 $251K
Grove Bank & Trust 0.03% Add +15.1% 2,746 $251K
Obsidian Cio, LLC 0.04% New 2,745 $250K
B.O.S.S. Retirement Advisors, LLC 0.06% Reduce -28.3% 2,740 $250K
Smithfield Trust Co 0.01% No change 2,719 $250K
Diametric Capital, LP 0.13% New 2,736 $250K
Straight Path Wealth Management 0.08% Reduce -0.0% 2,731 $249K
Clark Capital Management Group, Inc. 0.00% New 2,731 $249K
Linden Thomas Advisory Services, LLC 0.03% Reduce -16.8% 2,713 $248K
Freedom Investment Management, Inc. 0.02% Reduce -30.1% 2,706 $247K
Mitchell McLeod Pugh & Williams Inc. 0.05% New 2,706 $247K
Waypoint Wealth Partners Inc. 0.06% No change 2,705 $247K
Five Oceans Advisors 0.11% Add +0.9% 2,705 $247K
W.H. Cornerstone Investments Inc. 0.16% New 2,699 $246K
Keystone Financial Group 0.02% Reduce -2.4% 2,698 $246K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -55.6% 2,691 $246K
Tritonpoint Wealth, LLC 0.02% New 2,688 $245K
Penserra Capital Management LLC 0.00% Add +2210.3% 2,703 $245K
Venturi Wealth Management, LLC 0.01% New 2,683 $245K
Arkfeld Wealth Strategies, L.L.C. 0.10% New 2,640 $244K
Howe & Rusling Inc. 0.02% New 2,668 $243K
ARS Wealth Advisors Group, LLC 0.03% Add +0.0% 2,666 $243K
O'Keefe Stevens Advisory, Inc. 0.07% Reduce -1.1% 2,665 $243K
Meadow Creek Wealth Advisors LLC 0.16% New 2,653 $242K
Douglas Lane & Associates, LLC 0.00% New 2,652 $242K
Advus Financial Partners, LLC 0.06% New 2,651 $242K
Nwam LLC 0.01% New 2,468 $241K
First Long Island Investors, LLC 0.02% New 2,642 $241K
Broadleaf Partners, LLC 0.05% No change 2,640 $241K
LVW Advisors, LLC 0.03% Reduce -1.2% 2,639 $241K
First Affirmative Financial Network 0.12% Reduce -1.3% 2,630 $240K
Leigh Baldwin & Co., LLC 0.16% New 2,625 $240K
Wealthstream Advisors, Inc. 0.04% New 2,617 $239K
Sunflower Bank, N.A. 0.06% Reduce -3.3% 2,612 $238K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -0.9% 2,606 $238K
First Financial Bankshares Inc 0.01% No change 2,606 $238K
FAS Wealth Partners, Inc. 0.02% Add +0.2% 2,603 $238K
Goepper Burkhardt LLC 0.09% No change 2,600 $237K
Olistico Wealth, LLC 0.13% Reduce -51.8% 2,594 $237K
Holderness Investments Co. 0.05% Reduce -6.3% 2,585 $236K
DHK Financial Advisors, Inc. 0.14% Add +0.1% 2,584 $236K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -16.2% 2,582 $236K
TFR Capital, LLC. 0.09% New 2,580 $235K
Wilkinson Global Asset Management LLC 0.01% No change 2,580 $235K
Gallagher Fiduciary Advisors, LLC 0.01% New 2,569 $234K
Oakworth Capital, Inc. 0.02% Add +13.3% 2,559 $233K
Schrum Private Wealth Management LLC 0.19% No change 2,556 $233K
New Wave Wealth Advisors LLC 0.10% Reduce -25.4% 2,556 $233K
Investments & Financial Planning, LLC 0.13% New 2,548 $232K
Bond & Devick Financial Network, Inc. 0.08% Reduce -18.5% 2,532 $231K
Garrett Wealth Advisory Group, LLC 0.05% New 2,526 $230K
Wood Tarver Financial Group, LLC 0.07% Add +0.1% 2,529 $230K
Graves Light Lenhart Wealth, Inc. 0.03% Reduce -13.6% 2,518 $230K
L. Roy Papp & Associates, LLP 0.03% New 2,518 $230K
Farmers Trust Co. 0.04% Reduce -5.7% 2,510 $229K
Creative Financial Designs Inc. 0.02% Add +0.8% 2,508 $229K
Northside Capital Management, LLC 0.02% New 2,506 $229K
Clear Creek Financial Management, LLC 0.02% New 2,498 $228K
Meyer Handelman Co. 0.01% New 2,492 $227K
SOA Wealth Advisors, LLC. 0.04% Add +0.1% 2,492 $227K
Almanack Investment Partners, LLC. 0.04% New 2,480 $226K
Grandfield & Dodd, LLC 0.01% New 2,480 $226K
Guyasuta Investment Advisors Inc. 0.01% New 2,472 $226K
GW&K Investment Management, LLC 0.00% Reduce -49.4% 2,471 $225K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -22.1% 2,460 $224K
FWG Investments, LLC. 0.17% New 2,458 $224K
Invenio Wealth Partners LLC 0.09% New 2,452 $224K
Simon Quick Advisors, LLC 0.01% Reduce -76.4% 2,439 $223K
ORG Partners LLC 0.05% Add +54.7% 2,439 $222K
Elevation Wealth Partners, LLC 0.09% Reduce -3.7% 2,434 $222K
Pine Harbor Wealth Management, LLC 0.08% New 2,429 $222K
Alteri Wealth LLC 0.09% New 2,428 $221K
Rainey & Randall Wealth Advisors Inc. 0.04% New 2,419 $221K
Lifeworks Advisors, LLC 0.03% New 2,410 $220K
D'Orazio & Associates, Inc. 0.03% Reduce -8.3% 2,409 $220K
Elyxium Wealth, LLC 0.08% New 2,406 $220K
Violich Capital Management, Inc. 0.03% New 2,400 $219K
Atlatl Advisers LLC 0.10% New 2,398 $219K
Asset Management Group, Inc. 0.04% New 2,388 $218K
Ignite Planners, LLC 0.04% New 2,273 $218K
Morling Financial Advisors, LLC 0.07% Reduce -22.3% 2,386 $218K
McAdam, LLC 0.01% New 2,384 $217K
Teza Capital Management LLC 0.16% New 2,380 $217K
Segment Wealth Management, LLC 0.01% New 2,376 $217K
D.B. Root & Company, LLC 0.06% New 2,375 $217K
Kera Capital Partners, Inc. 0.04% New 2,373 $217K
First Nebraska Trust Co 0.02% New 2,373 $217K
Bellwether Advisors, LLC 0.04% Reduce -91.6% 2,363 $216K
Acorn Financial Advisory Services Inc. 0.04% New 2,356 $215K
Foster Group, Inc. 0.01% New 2,351 $215K
Brooklyn FI, LLC 0.05% New 2,344 $214K
Bruce G. Allen Investments, LLC 0.16% Reduce -26.4% 2,343 $214K
Hilltop National Bank 0.06% — 2,336 $213K
Prospera Capital Management, LLC 0.12% New 2,332 $213K
Camden National Bank 0.03% Reduce -16.7% 2,325 $212K
Tower View Wealth Management LLC 0.11% New 2,323 $212K
Atwood & Palmer Inc. 0.01% Add +639.0% 2,313 $211K
Cardiff Park Advisors, LLC 0.02% New 2,310 $211K
New Republic Capital, LLC 0.07% New 2,301 $210K
Jacobsen Capital Management 0.08% New 2,294 $209K
Cornell Pochily Investment Advisors, Inc. 0.07% New 2,289 $209K
ZWJ Investment Counsel Inc. 0.01% New 2,284 $208K
Interchange Capital Partners, LLC 0.05% New 2,281 $208K
Muirfield Wealth Advisors LLC 0.16% New 2,266 $207K
WorthPointe, LLC 0.09% Reduce -33.2% 2,252 $205K
SLT Holdings LLC 0.16% New 2,250 $205K
CAP Partners, LLC 0.13% New 2,250 $205K
Teamwork Financial Advisors, LLC 0.03% New 2,239 $204K
WP Advisors, LLC 0.06% New 2,237 $204K
Tilson Financial Group, Inc. 0.08% New 2,237 $204K
BankPlus Trust Department 0.06% Reduce -1.1% 2,234 $204K
Tumwater Wealth Management, LLC 0.09% New 2,228 $203K
Annex Advisory Services, LLC 0.00% New 2,223 $203K
Sather Financial Group Inc 0.01% New 2,219 $202K
Medallion Wealth Advisors, LLC 0.08% Add +1.4% 2,210 $202K
Steigerwald, Gordon & Koch Inc. 0.02% New 2,205 $201K
Avity Investment Management Inc. 0.01% New 2,200 $201K
SBI Securities Co., Ltd. 0.01% Add +1.5% 2,193 $200K
Birchbrook, Inc. 0.11% Reduce -4.4% 2,167 $198K
Ceeto Capital Group, LLC 0.07% No change 2,125 $194K
Cornerstone Planning Group LLC 0.04% Add +317.7% 1,934 $187K
Ulland Investment Advisors, LLC 0.15% Reduce -9.3% 2,035 $186K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% No change 2,010 $183K
TD Waterhouse Canada Inc. 0.00% Add +234.1% 1,951 $178K
Bell Investment Advisors, Inc 0.03% Add +1.1% 1,901 $173K
SRH Advisors, LLC 0.05% No change 1,855 $169K
Harbor Investment Advisory, LLC 0.01% Add +0.1% 7,965 $164K
VSM Wealth Advisory, LLC 0.05% Add +80.5% 1,769 $161K
Hartford Financial Management Inc. 0.04% Reduce -3.2% 1,742 $159K
WFA of San Diego, LLC 0.12% — 1,736 $158K
Hemington Wealth Management 0.02% Add +17.9% 1,729 $157K
City State Bank 0.05% No change 1,695 $155K
Eastern Bank 0.00% Reduce -29.8% 1,688 $154K
Leonteq Securities AG 0.01% Reduce -73.9% 1,685 $154K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 1,672 $153K
Global Trust Asset Management, LLC 0.08% Add +2253.5% 1,671 $152K
Pflug Koory, LLC 0.08% Reduce -2.4% 1,662 $152K
Rexford Capital Inc. 0.13% — 1,651 $151K
Concord Wealth Partners 0.02% Reduce -19.6% 1,618 $148K
Evelyn Partners Investment Management Services Ltd 0.02% No change 1,580 $144K
AllSquare Wealth Management LLC 0.08% No change 1,559 $142K
MTM Investment Management, LLC 0.05% New 1,545 $141K
DT Investment Partners, LLC 0.01% No change 1,545 $141K
Clearstead Trust, LLC 0.03% Reduce -3.8% 1,530 $140K
Riverview Trust Co 0.17% Reduce -40.4% 1,524 $139K
YANKCOM Partnership 0.07% No change 1,516 $138K
Barrett & Company, Inc. 0.05% No change 1,514 $138K
MV Capital Management, Inc. 0.01% Add +2.7% 1,492 $136K
Rowlandmiller & Partners.adv 0.03% No change 1,435 $131K
Trust Co. of Vermont 0.01% No change 1,391 $127K
Truvestments Capital LLC 0.03% Reduce -11.4% 1,367 $125K
Catalyst Capital Advisors LLC 0.00% Reduce -13.9% 1,360 $124K
Asset Planning,Inc 0.09% Add +0.1% 1,345 $123K
Atticus Wealth Management, LLC 0.03% Add +1.0% 1,340 $122K
Hantz Financial Services, Inc. 0.00% Add +13.6% 1,338 $122K
Dynamic Wealth Strategies, LLC 0.09% Reduce -15.9% 1,304 $119K
Indiana Trust & Investment Management Co 0.04% No change 1,275 $116K
Financial Connections Group, Inc. 0.05% Add +369.0% 1,271 $115K
Northwest Capital Management Inc 0.06% Add +0.3% 1,251 $114K
Wesleyan Assurance Society 0.01% No change 1,250 $114K
Proathlete Wealth Management LLC 0.04% Add +1.1% 1,236 $113K
Sherman Asset Management, Inc. 0.10% Reduce -19.7% 1,214 $111K
Farmers & Merchants Investments Inc. 0.00% Reduce -38.7% 1,199 $109K
IMA Advisory Services, Inc. 0.01% Add +0.7% 1,158 $106K
Millstone Evans Group, LLC 0.07% Reduce -7.0% 1,156 $105K
Quarry LP 0.03% Reduce -21.4% 1,156 $105K
Summit Securities Group LLC 0.04% New 1,149 $105K
Crews Bank & Trust 0.02% No change 1,123 $102K
Pacifica Partners Inc. 0.04% Reduce -1.3% 1,136 $102K
Covestor Ltd 0.06% Reduce -11.5% 1,120 $102K
Optimum Investment Advisors 0.04% Reduce -10.2% 1,103 $101K
Sound Income Strategies, LLC 0.01% Add +3.4% 1,071 $98K
NewSquare Capital LLC 0.01% Add +40.6% 1,070 $98K
Capital Advisors, Ltd. LLC 0.01% Reduce -1.0% 1,067 $97K
Twin Peaks Wealth Advisors, LLC 0.03% New 979 $97K
North Capital, Inc. 0.08% Add +0.1% 1,059 $97K
Meeder Asset Management Inc. 0.01% Add +13.7% 1,052 $96K
Darwin Wealth Management, LLC 0.03% No change 1,039 $95K
Rise Advisors, LLC 0.04% Add +0.3% 1,024 $93K
Graney & King, LLC 0.06% No change 928 $85K
AdvisorNet Financial, Inc 0.01% Reduce -4.1% 927 $85K
First Financial Corp. 0.04% Reduce -71.5% 906 $83K
Vermillion & White Wealth Management Group, LLC 0.05% Reduce -0.2% 866 $79K
CoreFirst Bank & Trust 0.04% New 862 $79K
Pandora Wealth, Inc. 0.05% No change 854 $78K
Disciplina Capital Management LLC 0.01% Add +0.4% 842 $77K
Traub Capital Management LLC 0.07% — 812 $74K
Hollencrest Capital Management 0.00% No change 810 $74K
Intact Investment Management Inc. 0.00% Reduce -94.0% 800 $73K
Painted Porch Advisors LLC 0.03% No change 775 $71K
Center for Financial Planning, Inc. 0.01% Add +3750.0% 770 $70K
Harbor Asset Planning, Inc. 0.07% — 757 $69K
Missouri Trust & Investment Co 0.02% Reduce -5.0% 735 $67K
J.Safra Asset Management Corp 0.00% Add +202.1% 722 $66K
Credit Industriel Et Commercial 0.01% Reduce -86.9% 718 $66K
Signature Resources Capital Management, LLC 0.04% Add +11.3% 707 $65K
Golden State Wealth Management, LLC 0.01% Add +386.2% 705 $64K
IAG Wealth Partners, LLC 0.01% No change 705 $64K
Crewe Advisors LLC 0.01% Add +6.7% 704 $64K
Promus Capital, LLC 0.04% No change 700 $64K
Field & Main Bank 0.02% No change 700 $64K
Private Wealth Asset Management, LLC 0.01% Reduce -61.8% 697 $64K
Westside Investment Management, Inc. 0.01% Add +96.9% 689 $63K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -52.6% 686 $63K
WPG Advisers, LLC 0.05% Add +2.1% 681 $62K
Koesten, Hirschmann & Crabtree, INC. 0.03% No change 659 $60K
Monetary Management Group Inc. 0.01% No change 650 $59K
MorganRosel Wealth Management, LLC 0.02% Reduce -6.3% 626 $57K
Fortitude Family Office, LLC 0.02% Add +1.2% 611 $56K
Gen-Wealth Partners Inc 0.02% No change 601 $55K
Gould Capital, LLC 0.04% No change 600 $55K
Delta Asset Management LLC 0.00% No change 590 $54K
Fairscale Capital, LLC 0.04% New 544 $53K
WD Rutherford LLC 0.02% New 580 $53K
Hughes Financial Services, LLC 0.01% Add +5.8% 543 $53K
Carolina Wealth Advisors, LLC 0.03% No change 565 $52K
Investors Research Corp 0.01% No change 559 $51K
Clark Wealth Partners 0.03% Add +1.3% 549 $50K
Knuff & Co LLC 0.02% No change 546 $50K
Byrne Asset Management LLC 0.04% No change 522 $48K
Mowery & Schoenfeld Wealth Management, LLC 0.08% Reduce -77.3% 511 $47K
BOK Financial Private Wealth, Inc. 0.00% Add +136.9% 507 $46K
Future Financial Wealth Managment LLC 0.03% No change 500 $46K
North Star Investment Management Corp. 0.00% No change 500 $46K
Glass Jacobson Investment Advisors llc 0.02% Reduce -18.8% 500 $46K
CBIZ Investment Advisory Services, LLC 0.00% Add +27.2% 491 $45K
Key Financial Inc 0.01% No change 476 $43K
Whipplewood Advisors, LLC 0.02% Reduce -98.0% 471 $43K
Sierra Ocean, LLC 0.03% Add +30.1% 458 $42K
First PREMIER Bank 0.01% No change 450 $41K
Core Alternative Capital 0.01% No change 437 $40K
Washington Trust Advisors, Inc. 0.00% No change 432 $39K
Country Trust Bank 0.00% Add +21.4% 425 $39K
Ascentis Wealth Management, LLC 0.01% Reduce -61.2% 417 $38K
Sachetta, LLC 0.01% Add +26.4% 416 $38K
FSA Wealth Management LLC 0.01% New 400 $36K
CGC Financial Services, LLC 0.01% No change 400 $36K
Cedar Mountain Advisors, LLC 0.01% No change 397 $36K
American Capital Advisory, LLC 0.02% No change 395 $36K
Estabrook Capital Management 0.01% Reduce -79.2% 395 $36K
Loomis Sayles & Co. L P 0.00% New 392 $36K
Activest Wealth Management 0.01% Reduce -4.0% 389 $35K
Cranbrook Wealth Management, LLC 0.01% Reduce -15.7% 380 $35K
Howard Hughes Medical Institute 0.01% New 368 $34K
Puff Wealth Management, LLC 0.05% Add +0.8% 364 $33K
Evelyn Partners Asset Management Ltd 0.01% No change 364 $33K
Redmont Wealth Advisors LLC 0.05% Add +54.3% 358 $33K
Kiker Wealth Management, LLC 0.02% No change 353 $32K
Hoese & Co LLP 0.03% Add +131.6% 352 $32K
Main Street Group, LTD 0.01% No change 352 $32K
Caldwell Sutter Capital, Inc. 0.01% Reduce -1.1% 350 $32K
Mid-American Wealth Advisory Group, Inc. 0.02% New 348 $32K
GPS Wealth Strategies Group, LLC 0.00% Reduce -16.2% 342 $31K
Private Wealth Management Group, LLC 0.01% No change 331 $30K
Aventus Investment Advisors, Inc. 0.03% — 330 $30K
Bogart Wealth, LLC 0.00% Add +8.0% 326 $30K
Binnacle Investments Inc 0.02% Add +8.1% 320 $29K
Beacon Capital Management, LLC 0.00% Reduce -34.3% 320 $29K
Beaird Harris Wealth Management, LLC 0.00% Add +9.3% 319 $29K
Accredited Wealth Management, LLC 0.02% No change 310 $28K
Albion Financial Group 0.00% No change 310 $28K
Murphy & Mullick Capital Management Corp 0.02% Reduce -40.8% 303 $28K
Valued Wealth Advisors LLC 0.01% Add +3.7% 308 $28K
Ransom Advisory, Ltd 0.01% No change 300 $27K
Battery Global Advisors, LLC 0.01% Add +0.3% 300 $27K
RMG Wealth Management LLC 0.00% — 285 $27K
Adirondack Trust Co. 0.01% No change 295 $27K
Bellevue Asset Management, LLC 0.01% Add +0.3% 292 $27K
Trifecta Capital Advisors, LLC 0.00% No change 282 $26K
Raffa Wealth Management, LLC 0.01% Reduce -16.6% 281 $26K
Princeton Global Asset Management LLC 0.00% New 279 $25K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +19.1% 274 $25K
Frazier Financial Advisors, LLC 0.02% No change 269 $25K
Abound Wealth Management 0.01% Add +13.7% 265 $24K
Robinswood Financial LLC 0.01% Reduce -6.1% 262 $24K
Stone House Investment Management, LLC 0.00% Reduce -34.9% 257 $23K
Logan Capital Management Inc. 0.00% Reduce -73.3% 256 $23K
Physician Wealth Advisors, Inc. 0.00% Add +24.5% 254 $23K
Gables Capital Management Inc. 0.01% Add +67.1% 249 $23K
Dunhill Financial, LLC 0.01% Reduce -23.0% 248 $23K
Salomon & Ludwin, LLC 0.00% Reduce -24.4% 248 $23K
Vision Financial Markets LLC 0.02% Add +0.4% 242 $22K
Avion Wealth 0.01% Add +92.1% 242 $22K
TD Capital Management LLC 0.00% Add +395.8% 238 $22K
Nova Wealth Management, Inc. 0.02% Add +28.1% 237 $22K
LFA - Lugano Financial Advisors SA 0.01% New 235 $21K
Roxbury Financial LLC 0.02% Add +0.4% 227 $21K
Hurley Capital, LLC 0.01% Add +0.5% 223 $20K
Steph & Co. 0.01% Reduce -2.6% 221 $20K
Mascoma Wealth Management LLC 0.00% No change 217 $20K
Glen Eagle Advisors, LLC 0.00% No change 217 $20K
Horizon Financial Services, LLC 0.01% No change 214 $20K
Arlington Trust Co LLC 0.00% No change 211 $19K
Ogorek Anthony Joseph /NY/ 0.01% No change 217 $19K
Tortoise Investment Management, LLC 0.00% Add +58.1% 204 $19K
Vermillion Wealth Management, Inc. 0.01% No change 200 $18K
Fourth Dimension Wealth, LLC 0.01% No change 200 $18K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 200 $18K
Evolution Wealth Management Inc. 0.02% — 197 $18K
Minot DeBlois Advisors LLC 0.02% No change 195 $18K
Gleason Group, Inc. 0.00% Add +0.5% 194 $18K
Decker Retirement Planning Inc. 0.01% New 190 $17K
Tradewinds Capital Management, LLC 0.00% Add +0.5% 188 $17K
Pin Oak Investment Advisors Inc. 0.01% No change 224 $17K
Arcadia Investment Management Corp. 0.00% No change 182 $17K
Clear Investment Research, LLC 0.02% No change 180 $16K
Front Row Advisors LLC 0.01% Reduce -95.0% 180 $16K
McIlrath & Eck, LLC 0.00% No change 176 $16K
Financial Network Wealth Advisors LLC 0.02% Add +0.6% 174 $16K
True Wealth Design, LLC 0.01% Add +16.8% 174 $16K
Transce3nd, LLC 0.01% Add +14.4% 167 $15K
MRP Capital Investments, LLC 0.01% Add +43.5% 165 $15K
Rossby Financial, LCC 0.01% Add +336.1% 157 $14K
PrairieView Partners, LLC 0.00% No change 162 $14K
Prestige Wealth Management Group LLC 0.00% No change 153 $14K
HighMark Wealth Management LLC 0.01% Add +20.6% 152 $14K
Red Tortoise LLC 0.01% No change 148 $14K
New England Capital Financial Advisors LLC 0.01% Add +0.7% 143 $13K
Sittner & Nelson, LLC 0.01% No change 142 $13K
Blue Bell Private Wealth Management, LLC 0.00% Add +218.6% 137 $12K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.00% New 122 $11K
Riggs Asset Managment Co. Inc. 0.00% No change 121 $11K
Consultiva Wealth Management, Corp. 0.03% No change 121 $11K
Icon Advisers Inc. 0.00% New 120 $11K
Dogwood Wealth Management LLC 0.01% Add +26.6% 119 $11K
Bfsg, LLC 0.00% Reduce -58.3% 118 $11K
Towne Trust Company, N.A 0.00% No change 116 $11K
Robbins Farley 0.00% No change 108 $10K
NFSG Corp 0.00% Reduce -41.5% 107 $10K
Aventura Private Wealth, LLC 0.00% Add +8.4% 103 $9K
Nalls Sherbakoff Group, LLC 0.01% No change 103 $9K
Miller Wealth Advisors, LLC 0.00% No change 100 $9K
Bay Harbor Wealth Management, LLC 0.00% Add +44.1% 98 $9K
Uniplan Investment Counsel, Inc. 0.00% New 97 $9K
First United Bank & Trust 0.00% No change 93 $8K
Centennial Bank 0.00% New 92 $8K
Morse Asset Management, Inc 0.00% New 91 $8K
Reyes Financial Architecture, Inc. 0.01% No change 90 $8K
American National Bank & Trust 0.00% No change 90 $8K
Bare Financial Services, Inc 0.00% Add +246.2% 90 $8K
Global Wealth Strategies & Associates 0.00% No change 83 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 78 $7K
TFC Financial Management, Inc. 0.00% Reduce -27.4% 77 $7K
IMG Wealth Management, Inc. 0.01% New 75 $7K
Eq Wealth Advisors, LLC 0.00% No change 74 $7K
High Note Wealth, LLC 0.00% No change 72 $7K
Cherry Tree Wealth Management, LLC 0.00% Reduce -19.5% 70 $6K
Holos Integrated Wealth LLC 0.00% No change 65 $6K
GFG Capital, LLC 0.00% Reduce -99.8% 69 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 62 $6K
Delos Wealth Advisors, LLC 0.00% New 58 $5K
Morton Brown Family Wealth, LLC 0.00% No change 58 $5K
1 North Wealth Services LLC 0.00% No change 57 $5K
Nemes Rush Group LLC 0.00% Add +72.7% 57 $5K
Winch Advisory Services, LLC 0.00% Add +1.8% 57 $5K
Duncker Streett & Co. Inc. 0.00% No change 53 $5K
Paladin Advisory Group, LLC 0.00% No change 52 $5K
Tidemark, LLC 0.00% No change 51 $5K
First Command Advisory Services, Inc. 0.00% No change 50 $5K
Kilter Group LLC 0.00% New 49 $4K
Perritt Capital Management Inc 0.00% No change 49 $4K
S&T Bank 0.00% Add +200.0% 48 $4K
Fairman Group, LLC 0.00% No change 46 $4K
Bangor Savings Bank 0.00% No change 46 $4K
Garde Capital, Inc. 0.00% No change 45 $4K
ROSS\JOHNSON & Associates LLC 0.08% No change 44 $4K
Rialto Wealth Management, LLC 0.00% Add +15.8% 44 $4K
GoalVest Advisory LLC 0.00% Reduce -68.4% 43 $4K
Caitong International Asset Management Co., Ltd 0.00% Add +1233.3% 40 $4K
Hoey Investments, Inc. 0.00% No change 39 $4K
Parkworth Wealth Management, Inc. 0.00% Add +225.0% 39 $4K
SWAN Capital LLC 0.00% New 39 $4K
PayPay Securities Corp 0.17% Add +12.1% 37 $3K
WestEnd Advisors, LLC 0.00% Reduce -26.0% 37 $3K
Ameriflex Group, Inc. 0.00% No change 36 $3K
Stephens Consulting, LLC 0.00% New 34 $3K
1620 Investment Advisors, Inc. 0.00% No change 33 $3K
Family Legacy Financial Solutions, LLC 0.00% — 32 $3K
Evergreen Private Wealth LLC 0.00% New 29 $3K
Wealth Preservation Advisors, LLC 0.00% Reduce -17.6% 28 $3K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 27 $2K
Rakuten Securities, Inc. 0.00% Reduce -42.2% 26 $2K
Total Investment Management Inc. 0.00% New 25 $2K
HFM Investment Advisors, LLC 0.00% Add +140.0% 24 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 20 $2K
Kimelman & Baird, LLC 0.00% No change 19 $2K
DecisionPoint Financial, LLC 0.00% Add +0.0% 17 $2K
Trust Co 0.00% No change 17 $2K
LGT Financial Advisors LLC 0.00% New 15 $1K
Nvwm, LLC 0.00% Add +87.5% 15 $1K
Pineridge Advisors LLC 0.00% New 14 $1K
Quest 10 Wealth Builders, Inc. 0.00% No change 7 $644
Redwood Park Advisors LLC 0.00% New 4 $365
Aspect Partners, LLC 0.00% No change 4 $365
Y.D. More Investments Ltd 0.00% Reduce -35.1% 1,366 $365
Legacy Bridge, LLC 0.00% New 2 $183
Your Advocates Ltd., LLP 0.00% No change 434 $0

"% of holder's portfolio" is SCHW's weight in each manager's 13F, not the share of Schwab (charles) Corp. the manager owns.