Schwab (charles)SCHW

13F holders, Q3 2025 (September 30)
2,174holders +29
155new positions
115sold out
20famous investors
$95.42avg. 13F price*

At the end of Q3 2025, 2,174 institutions reported holding Schwab (charles) Corp. (SCHW) in their 13F filings, up 29 from Q2 2025. 155 opened new positions and 115 sold out. The largest holders were Vanguard Group Inc. ($14.5B), BlackRock, Inc. ($12.6B) and Dodge & Cox ($7.9B). 20 famous investors held it, including Stephen Yacktman (5.5% of Yacktman Asset Management's portfolio), Francois Rochon (5.1% of Giverny Capital's portfolio) and Daniel Sundheim (4.2% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions155$352.3M
Exits115$396.2M

All 13F filers, Q2 2025 → Q3 2025: 65,677,778 shares bought and 96,245,176 shares sold, net −30,567,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,174 holders

Vanguard Group Inc. 0.22% Add +0.3% 151,585,214 $14.5B
BlackRock, Inc. 0.22% Add +3.2% 132,280,754 $12.6B
Dodge & Cox 4.28% Reduce -1.6% 83,043,253 $7.9B
State Street Corp. 0.24% Add +0.9% 73,156,290 $7.0B
JPMorgan Chase & Co. 0.37% Reduce -14.2% 60,587,654 $5.8B
T. Rowe Price Associates Inc. 0.59% Reduce -23.2% 57,444,595 $5.5B
Geode Capital Management, LLC 0.23% Add +0.5% 37,569,398 $3.6B
FMR LLC 0.16% Reduce -8.8% 31,525,696 $3.0B
Franklin Resources Inc. 0.73% Add +0.2% 30,106,349 $2.9B
Morgan Stanley 0.14% Add +2.6% 24,726,202 $2.4B
Fisher Asset Management 0.75% Add +1.3% 21,646,588 $2.1B
Harris Associates (Oakmark Funds) 3.25% Reduce -7.5% 21,235,618 $2.0B
Primecap Management Co. 1.55% Add +11.4% 21,209,187 $2.0B
Artisan Partners Limited Partnership 2.43% Reduce -2.5% 17,725,669 $1.7B
Massachusetts Financial Services Co. 0.51% Reduce -7.2% 17,084,112 $1.6B
Northern Trust Corp. 0.21% Reduce -0.6% 17,001,627 $1.6B
Viking Global Investors 4.11% Add +5.1% 16,583,101 $1.6B
Invesco Ltd. 0.24% Add +5.0% 15,941,021 $1.5B
Bank of America Corp. 0.11% Reduce -1.9% 15,108,771 $1.4B
Alliancebernstein L.P. 0.43% Reduce -6.3% 14,406,616 $1.4B
Brown Advisory Inc. 1.55% Add +2.7% 12,492,261 $1.2B
Bank of New York Mellon Corp 0.20% Reduce -16.2% 11,880,727 $1.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.24% Reduce -19.2% 11,592,153 $1.1B
Generation Investment Management LLP 6.78% Reduce -22.8% 10,726,323 $1.0B
Flossbach Von Storch SE 4.00% Add +0.5% 10,631,352 $1.0B
Charles Schwab Investment Management Inc. 0.14% Reduce -0.0% 9,471,853 $904.3M
Goldman Sachs Group Inc. 0.13% Add +4.6% 9,424,864 $899.8M
Legal & General Group Plc 0.19% Add +4.8% 8,984,278 $857.7M
Ameriprise Financial Inc. 0.18% Reduce -11.9% 8,072,015 $770.6M
Wellington Management Group LLP 0.14% Reduce -35.2% 8,066,891 $770.1M
Baird Financial Group, Inc. 1.18% Add +5.3% 7,684,195 $733.6M
D. E. Shaw & Co. 0.63% Add +399.5% 7,664,758 $731.8M
Baron Capital (BAMCO) 1.81% Add +1.1% 7,131,959 $680.9M
Amundi 0.21% Add +21.6% 6,982,838 $656.4M
Royal Bank of Canada 0.11% Add +2.2% 6,566,233 $626.9M
Lazard Asset Management LLC 0.84% Reduce -5.2% 6,533,016 $623.7M
Ruane, Cunniff & Goldfarb L.P. 9.99% Reduce -4.3% 6,315,561 $602.9M
Deutsche Bank AG 0.20% Reduce -3.0% 6,146,518 $586.8M
Two Sigma Advisers, LP 1.14% Add +5.6% 5,958,895 $568.9M
Allen Investment Management, LLC 6.20% Reduce -23.8% 5,848,558 $558.4M
Janus Henderson Group PLC 0.25% Reduce -8.5% 5,822,549 $555.9M
Envestnet Asset Management Inc. 0.16% Reduce -7.0% 5,757,531 $549.7M
Nuveen, LLC 0.15% Reduce -0.3% 5,749,792 $548.9M
Dimensional Fund Advisors LP 0.12% Add +4.2% 5,747,273 $548.7M
Canada Pension Plan Investment Board 0.37% Add +38.3% 5,482,060 $523.4M
Arrowstreet Capital, Limited Partnership 0.32% Add +15.2% 5,323,392 $508.2M
UBS Group AG 0.09% Reduce -43.9% 5,075,695 $484.6M
Barclays PLC 0.18% Add +21.9% 4,906,915 $468.5M
Citigroup Inc. 0.31% Add +87.4% 4,729,057 $451.5M
Clearbridge Investments, LLC 0.33% Reduce -0.7% 4,622,055 $441.3M
Provident Trust Co. 7.30% Add +0.3% 4,587,607 $438.0M
Principal Financial Group Inc. 0.21% Reduce -29.9% 4,428,331 $422.8M
Boston Partners 0.43% Add +4.0% 4,393,851 $419.1M
Millennium Management 0.34% Add +140.5% 4,305,448 $411.0M
London Co. of Virginia 2.23% Reduce -1.9% 4,238,650 $404.7M
Fiduciary Management Inc. 4.06% Reduce -4.1% 4,207,011 $401.6M
Yacktman Asset Management 5.52% Reduce -8.1% 4,194,646 $400.5M
Sumitomo Mitsui Trust Group, Inc. 0.22% Add +2.2% 4,002,413 $382.1M
Citadel Advisors 0.30% Add +303.4% 3,903,980 $372.7M
National Pension Service 0.29% Add +1.6% 3,900,193 $372.4M
D1 Capital Partners 4.19% Add +8.5% 3,821,904 $364.9M
HSBC Holdings PLC 0.21% Add +10.9% 3,793,185 $361.2M
RPTC Inc. 58.72% Reduce -7.8% 3,522,501 $336.3M
Lord, Abbett & Co. LLC 1.02% Reduce -15.8% 3,433,615 $327.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.24% Add +4.7% 3,431,217 $327.6M
Farallon Capital Management, L.L.C. 1.75% Reduce -17.9% 3,251,657 $310.4M
Ensign Peak Advisors, Inc 0.51% Reduce -31.8% 3,240,777 $309.4M
California Public Employees Retirement System 0.18% Add +9.1% 3,214,609 $306.9M
Newlands Management Operations LLC 1.45% No change 3,196,166 $305.1M
Timucuan Asset Management Inc. 8.76% Reduce -2.0% 3,131,888 $299.0M
Bank of Montreal 0.13% Add +3.7% 3,095,284 $295.5M
AQR Capital Management 0.19% Add +20.9% 3,083,729 $294.4M
Nordea Investment Management AB 0.26% Add +11.2% 3,040,864 $291.4M
Rhumbline Advisers 0.23% Reduce -0.8% 3,037,935 $290.0M
Wells Fargo & Company 0.06% Add +0.3% 3,028,313 $289.1M
Point72 Asset Management 0.61% Add +42.7% 2,748,409 $262.4M
California State Teachers Retirement System 0.27% Add +1.4% 2,738,851 $261.5M
American Century Companies Inc. 0.13% Reduce -10.0% 2,722,654 $259.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.24% Add +0.3% 2,713,024 $259.0M
Two Sigma Investments, LP 0.39% Reduce -10.1% 2,555,620 $244.0M
Raymond James Financial Inc. 0.08% Reduce -5.1% 2,538,784 $242.4M
Fort Washington Investment Advisors Inc. 1.29% Reduce -3.1% 2,495,446 $238.2M
Thrivent Financial for Lutherans 0.48% Add +4.1% 2,476,321 $236.4M
PointState Capital LP 4.13% No change 2,408,147 $229.9M
NorthCoast Asset Management LLC 0.87% Reduce -12.5% 2,330,400 $222.5M
Balyasny Asset Management L.P. 0.46% Add +234.2% 2,323,444 $221.8M
US Bancorp \de 0.26% Reduce -2.8% 2,299,785 $219.6M
Qube Research & Technologies Ltd 0.30% Add +32.8% 2,254,373 $215.2M
Darsana Capital Partners LP 5.06% No change 2,250,000 $214.8M
Route One Investment Company, L.P. 8.74% Reduce -10.8% 2,244,193 $214.3M
First Trust Advisors LP 0.16% Add +292.7% 2,206,320 $210.6M
Findlay Park Partners LLP 2.10% Reduce -23.1% 2,095,269 $200.0M
Beck Mack & Oliver LLC 3.58% Reduce -1.9% 2,063,673 $197.0M
Assenagon Asset Management S.A. 0.28% Reduce -17.1% 1,999,123 $190.9M
Natixis Advisors, LLC 0.28% Reduce -0.6% 1,994,892 $190.5M
Neuberger Berman Group LLC 0.14% Reduce -30.9% 1,975,293 $188.7M
New York State Common Retirement Fund 0.24% Reduce -18.9% 1,972,536 $188.3M
Los Angeles Capital Management LLC 0.64% Reduce -10.2% 1,963,318 $187.4M
Van Eck Associates Corp. 0.17% Reduce -12.6% 1,914,212 $182.7M
Jane Street Group, LLC 0.21% Add +201.6% 1,888,236 $180.3M
Healthcare of Ontario Pension Plan Trust Fund 0.33% Reduce -23.9% 1,849,024 $176.5M
Russell Investments Group, Ltd. 0.20% Add +11.6% 1,815,901 $173.6M
CIBC Private Wealth Group LLC 0.30% Reduce -1.6% 1,810,337 $172.8M
Mondrian Investment Partners LTD 2.82% — 1,771,276 $169.1M
LPL Financial LLC 0.05% Add +9.9% 1,712,712 $163.5M
Sei Investments Co. 0.18% Add +10.4% 1,706,322 $162.9M
CapitalatWork S.A. 4.75% Add +0.9% 1,704,518 $162.7M
Voya Investment Management LLC 0.18% Reduce -41.5% 1,693,542 $161.7M
Prudential Financial Inc. 0.19% Add +43.0% 1,665,518 $159.0M
Adage Capital Partners Gp, L.L.C. 0.25% Reduce -13.1% 1,663,639 $158.8M
Cooke & Bieler LP 1.60% Reduce -28.2% 1,618,567 $154.5M
North Peak Capital Management, LLC 17.29% Reduce -23.9% 1,594,496 $152.2M
Marshall Wace, LLP 0.17% Reduce -21.8% 1,588,423 $151.6M
Giverny Capital 5.10% Add +0.5% 1,575,776 $150.4M
State Board of Administration of Florida Retirement System 0.26% Reduce -2.8% 1,537,222 $146.8M
Robeco Institutional Asset Management B.V. 0.21% Add +225.8% 1,503,285 $143.5M
Voloridge Investment Management, LLC 0.48% Add +154.2% 1,495,901 $142.8M
Danske Bank A/S 0.35% Reduce -13.6% 1,493,597 $142.6M
Truist Financial Corp. 0.19% Reduce -15.9% 1,492,813 $142.5M
Veritas Asset Management LLP 1.52% Reduce -33.1% 1,488,189 $142.1M
Bank Julius Baer & Co. Ltd, Zurich 0.40% Add +2.3% 1,482,661 $141.5M
Man Group plc 0.27% Add +170.8% 1,457,689 $139.2M
BNP Paribas Financial Markets 0.11% Reduce -2.0% 1,456,552 $139.1M
Liontrust Investment Partners LLP 2.00% Reduce -5.1% 1,430,746 $136.6M
Korea Investment CORP 0.28% Add +19.2% 1,428,604 $136.4M
Nearwater Capital Markets, Ltd 1.82% No change 1,424,879 $136.0M
Capital International Investors 0.02% Add +2.0% 1,415,784 $135.2M
New York State Teachers Retirement System 0.26% Add +10.9% 1,394,190 $133.1M
Bank of Nova Scotia 0.23% Add +8.8% 1,379,801 $131.7M
Manufacturers Life Insurance Company, The 0.11% Add +2.6% 1,376,431 $131.4M
CANADA LIFE ASSURANCE Co 0.19% Add +8.8% 1,355,181 $131.3M
Aviva PLC 0.24% Add +9.1% 1,368,312 $130.6M
Markel Group 1.06% No change 1,364,800 $130.3M
Atalanta Sosnoff Capital, LLC 2.49% Add +2.2% 1,361,696 $130.0M
Parnassus Investments, LLC 0.30% Add +3.7% 1,355,531 $129.4M
Sterling Capital Management LLC 1.86% Reduce -34.6% 1,327,444 $126.7M
Royal London Asset Management Ltd. 0.27% Add +2.5% 1,321,220 $126.1M
Panagora Asset Management Inc. 0.49% Add +78.1% 1,279,360 $122.1M
Worldquant Millennium Advisors LLC 0.52% Add +200.2% 1,264,176 $120.7M
Capitolis Liquid Global Markets LLC 0.95% Reduce -29.4% 1,247,600 $119.1M
Macquarie Group Ltd. 0.14% Reduce -33.2% 1,239,317 $118.3M
Alyeska Investment Group, L.P. 0.36% Add +7.0% 1,231,381 $117.6M
Bristol John W & Co. Inc. 1.82% Reduce -1.9% 1,209,333 $115.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.19% Add +2.0% 1,186,146 $113.2M
KBC Group NV 0.26% Add +2.1% 1,150,205 $109.8M
STRS Ohio 0.40% Add +18.1% 1,142,319 $109.1M
Retirement Systems of Alabama 0.36% Reduce -0.2% 1,140,761 $108.9M
Schroder Investment Management Group 0.09% Add +7.5% 1,122,487 $108.8M
FIL Ltd 0.08% Reduce -14.7% 1,123,382 $107.2M
Wealth Enhancement Advisory Services, LLC 0.16% Add +1.4% 1,129,079 $106.1M
Cerity Partners LLC 0.17% Reduce -0.1% 1,102,326 $105.2M
Park Presidio Capital LLC 8.98% Add +11.6% 1,081,543 $103.3M
Treasurer of the State of North Carolina 0.32% Add +35.2% 1,077,953 $102.9M
AustralianSuper Pty Ltd 0.48% Reduce -15.8% 1,074,510 $102.6M
Stifel Financial Corp. 0.09% Reduce -2.2% 1,072,608 $102.4M
Intermede Investment Partners Ltd 4.15% Reduce -27.8% 1,058,778 $101.1M
Pictet Asset Management Holding SA 0.10% Add +0.3% 1,031,280 $98.5M
Renaissance Technologies 0.13% Reduce -22.4% 1,021,841 $97.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.22% Add +7.3% 1,015,297 $96.9M
Crawford Investment Counsel Inc. 1.60% Reduce -1.0% 1,011,241 $96.5M
State of Wisconsin Investment Board 0.22% Add +1.7% 1,006,574 $96.1M
Equity Investment Corp. 2.01% Reduce -2.2% 1,005,861 $96.0M
APG Asset Management N.V. 0.27% Add +3.1% 1,162,602 $94.5M
Aberdeen Group plc 0.15% Add +10.7% 966,865 $93.7M
Squarepoint Ops LLC 0.20% Add +82.2% 973,013 $92.9M
Employees Retirement System of Texas 0.83% Add +16.3% 917,350 $87.6M
Storebrand Asset Management As 0.23% Add +10.6% 914,865 $87.3M
Par Capital Management Inc. 2.56% Add +0.1% 910,000 $86.9M
Snyder Capital Management L P 1.63% Add +42.8% 902,154 $86.1M
Glenmede Investment Management, LP 0.41% Reduce -1.6% 893,630 $85.3M
Jupiter Asset Management Ltd. 0.73% Add +5533.6% 891,524 $85.1M
Chevy Chase Trust Holdings, LLC 0.23% Reduce -3.4% 888,029 $84.8M
Assetmark, Inc. 0.18% Add +21.6% 873,197 $83.4M
Maverick Capital 1.11% New 870,072 $83.1M
Toronto Dominion Bank 0.16% Reduce -29.1% 862,538 $82.3M
Mackenzie Financial Corp. 0.10% Add +30.6% 850,757 $81.2M
Victory Capital Management Inc. 0.05% Add +1.2% 823,413 $78.6M
Clarkston Capital Partners, LLC 1.69% Reduce -9.1% 822,313 $78.5M
Allianz Asset Management GmbH 0.10% Add +43.8% 818,026 $78.1M
Carnegie Investment Counsel 1.46% Reduce -1.5% 813,935 $77.7M
Madison Asset Management, LLC 0.85% Reduce -3.7% 809,610 $77.3M
Holocene Advisors, LP 0.18% Reduce -48.1% 803,609 $76.7M
Central Securities Corp 6.29% No change 800,000 $76.4M
Capital Fund Management S.A. 0.75% Add +456.8% 789,876 $75.4M
Ninety One UK Ltd 0.16% Reduce -16.2% 768,604 $73.4M
Asset Management One Co., Ltd. 0.21% Add +4.7% 763,861 $72.9M
Barr E S & Co. 3.95% Reduce -2.7% 763,700 $72.9M
Swedbank AB 0.07% Add +0.9% 761,816 $72.7M
HughesLittle Investment Management Ltd. 12.12% No change 759,031 $72.5M
Thornburg Investment Management Inc. 0.94% Reduce -7.1% 756,005 $72.2M
Paralel Advisors LLC 2.79% No change 750,000 $71.6M
Mitsubishi UFJ Trust & Banking Corp 0.16% Reduce -0.7% 749,163 $71.5M
Becker Capital Management Inc. 2.08% Reduce -1.1% 747,319 $71.3M
Allspring Global Investments Holdings, LLC 0.11% Add +6.9% 771,119 $71.1M
TD Asset Management Inc 0.06% Reduce -1.5% 738,079 $70.5M
Pinebridge Investments, L.P. 0.52% Add +42.5% 735,027 $70.2M
Blair William & Co. 0.18% Reduce -5.0% 715,405 $68.3M
Corient Private Wealth LP 0.11% Reduce -6.1% 708,344 $67.6M
Summitry LLC 2.80% Reduce -25.6% 692,597 $66.1M
Candriam S.C.A. 0.34% Add +486.0% 685,923 $65.5M
Public Employees Retirement System of Ohio 0.21% Reduce -2.1% 681,752 $65.1M
Public Sector Pension Investment Board 0.24% Add +68.0% 677,875 $64.7M
MML Investors Services, LLC 0.17% Add +3.5% 676,207 $64.6M
Creative Planning 0.05% Add +31.8% 669,657 $63.9M
Teacher Retirement System of Texas 0.26% Add +34.5% 665,805 $63.6M
Mn Services Vermogensbeheer B.V. 0.40% Add +1.7% 655,200 $62.6M
National Bank of Canada 0.07% Reduce -54.0% 642,879 $61.4M
Freestone Grove Partners LP 0.46% Reduce -42.5% 639,429 $61.0M
Bowen Hanes & Co. Inc. 1.52% Add +104.7% 637,171 $60.8M
State of Tennessee, Department of Treasury 0.20% No change 630,886 $60.2M
Aureus Asset Management, LLC 3.87% Reduce -4.8% 622,171 $59.4M
KLP Kapitalforvaltning As 0.23% Add +0.1% 615,272 $58.7M
Handelsbanken Fonder AB 0.19% Add +1.1% 614,969 $58.7M
Moore Capital Management, LP 1.19% Add +57.1% 614,240 $58.6M
Castleark Management LLC 1.64% Add +78.7% 611,674 $58.4M
Caledonia Investments PLC 5.74% Add +22.0% 611,000 $58.3M
State of New Jersey Common Pension Fund D 0.21% Add +3.9% 604,519 $57.7M
Lansforsakringar Fondforvaltning AB (publ) 0.30% Add +2.2% 603,605 $57.6M
Credit Agricole S A 0.19% — 598,361 $57.1M
Ofi Invest Asset Management 1.20% Add +7137.7% 699,086 $56.8M
Nomura Asset Management Co. Ltd. 0.15% Add +5.6% 594,452 $56.8M
Sandhill Capital Partners LLC 3.93% Reduce -1.1% 589,042 $56.2M
CORDA Investment Management, LLC. 3.92% Reduce -2.1% 583,938 $55.7M
Federated Hermes, Inc. 0.10% Add +218.1% 578,318 $55.2M
Rafferty Asset Management, LLC 0.18% Reduce 0.0% 567,858 $54.2M
Mariner, LLC 0.07% Add +5.8% 564,196 $53.9M
Mount Capital Ltd 19.06% No change 556,678 $53.1M
Resona Asset Management Co.,Ltd. 0.25% Reduce -4.8% 553,802 $53.0M
Quantinno Capital Management LP 0.14% Add +74.6% 554,852 $53.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% Reduce -48.6% 551,850 $52.2M
Cetera Investment Advisers 0.06% Add +23.8% 530,596 $50.7M
Provident Investment Management, Inc. 4.46% Reduce -14.7% 529,796 $50.6M
Lido Advisors, LLC 0.21% Add +8.7% 529,248 $50.5M
Arizona State Retirement System 0.26% Add +0.1% 504,034 $48.1M
North Star Asset Management Inc. 1.91% Reduce -1.7% 492,375 $47.0M
Delta Global Management LP 3.44% Reduce -9.1% 491,677 $46.9M
Premier Fund Managers Ltd 1.92% Reduce -46.6% 482,850 $46.8M
SG Americas Securities, LLC 0.17% Add +151.4% 489,347 $46.7M
Janney Montgomery Scott LLC 0.11% Reduce -2.0% 487,673 $46.6M
Associated Banc-Corp 1.22% Add +0.9% 487,084 $46.5M
Bridgewater Associates 0.18% New 483,300 $46.1M
NFJ Investment Group, LLC 1.56% Add +81.8% 475,381 $45.4M
Oak Associates Ltd. 2.77% Reduce -2.2% 475,262 $45.4M
Ami Asset Management Corp. 2.52% Reduce -1.7% 472,267 $45.1M
Basswood Capital Management, L.L.C. 2.09% Add +0.3% 472,209 $45.1M
Forsta Ap-Fonden 0.26% Add +4.6% 466,001 $44.5M
Prana Capital Management, LP 1.47% New 461,585 $44.1M
First Manhattan Co. Llc. 0.12% Add +0.3% 461,524 $44.1M
State of Michigan Retirement System 0.21% Reduce -0.6% 461,466 $44.1M
Coronation Fund Managers Ltd. 2.30% Reduce -4.1% 460,790 $44.0M
Point72 Europe (London) LLP 2.30% Add +160.4% 444,200 $42.4M
Osaic Holdings, Inc. 0.06% Add +19.0% 438,307 $42.0M
Crown Oak Advisors, LLC 19.83% No change 459,576 $41.9M
Vident Advisory, LLC 0.41% Add +36.0% 439,202 $41.9M
Nisa Investment Advisors, LLC 0.16% Reduce -2.2% 439,115 $41.9M
Maplelane Capital, LLC 2.00% Reduce -39.2% 435,000 $41.5M
Czech National Bank 0.29% Add +3.8% 433,366 $41.4M
MetLife Investment Management, LLC 0.20% Reduce -2.6% 430,429 $41.1M
Quadrature Capital Ltd 0.47% Add +925.0% 414,898 $39.6M
Cubist Systematic Strategies, LLC 0.55% Reduce -58.9% 411,354 $39.3M
Berkshire Asset Management LLC 1.67% Reduce -0.1% 410,929 $39.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.20% Reduce -2.2% 409,746 $39.1M
Natixis 0.21% Add +338.4% 406,440 $38.8M
DekaBank Deutsche Girozentrale 0.06% No change 396,106 $38.3M
HighTower Advisors, LLC 0.04% Add +11.0% 397,747 $38.0M
Swiss Life Asset Management Ltd 0.19% Add +36.5% 390,697 $37.3M
Cercano Management LLC 1.43% Reduce -47.3% 390,217 $37.3M
Cresset Asset Management, LLC 0.16% Add +2.4% 383,024 $36.6M
Allen Operations LLC 4.33% Reduce -13.6% 380,215 $36.3M
Picton Mahoney Asset Management 0.46% Add +1.7% 377,885 $36.1M
Gateway Investment Advisers LLC 0.35% Reduce -0.0% 376,796 $36.0M
Crossmark Global Holdings, Inc. 0.53% Add +18.7% 370,337 $35.4M
Whittier Trust Co. 0.40% Reduce -1.6% 374,179 $35.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.27% Add +214.2% 367,281 $35.1M
ProShare Advisors LLC 0.07% Reduce -4.7% 365,719 $34.9M
D.A. Davidson & Co. 0.22% Reduce -2.3% 364,760 $34.8M
Hardman Johnston Global Advisors LLC 1.70% Reduce -18.4% 362,567 $34.6M
Connor, Clark & Lunn Investment Management Ltd. 0.11% Add +142.4% 360,212 $34.4M
PNC Financial Services Group, Inc. 0.02% Reduce -2.6% 353,560 $33.8M
Federation des caisses Desjardins du Quebec 0.13% Reduce -0.7% 351,755 $33.6M
Calamos Advisors LLC 0.20% No change 347,744 $33.2M
Ariel Investments 0.35% Reduce -14.4% 347,408 $33.2M
Comerica Bank 0.12% Add +0.3% 344,264 $32.9M
Zurich Insurance Group Ltd 0.23% Reduce -74.7% 340,829 $32.5M
Greatmark Investment Partners, Inc. 3.87% Reduce -1.5% 338,520 $32.3M
Smith Group Asset Management, LLC 1.84% Add +4.8% 336,056 $32.1M
DNB Asset Management AS 0.12% Add +2.9% 335,871 $32.1M
Skandinaviska Enskilda Banken AB (publ) 0.13% Reduce -4.4% 335,180 $32.0M
IFM Investors Pty Ltd 0.28% Reduce -0.0% 333,031 $31.8M
Caisse de depot et placement du Quebec 0.06% Add +62.2% 331,666 $31.7M
Daiwa Securities Group Inc. 0.11% Add +16.0% 330,700 $31.6M
Amalgamated Bank 0.22% Reduce -1.5% 329,671 $31.5M
Sequoia Financial Advisors, LLC 0.19% Reduce -0.5% 328,589 $31.4M
Flputnam Investment Management Co. 0.47% Reduce -0.3% 328,157 $31.3M
Mediolanum International Funds Ltd 0.33% Add +18.1% 323,079 $31.3M
Commonwealth Equity Services, LLC 0.04% Reduce -9.9% 327,487 $31.3M
Voleon Capital Management LP 0.76% Add +198.8% 325,281 $31.1M
Rockefeller Capital Management L.P. 0.06% Add +4.6% 313,603 $29.9M
Xponance LLC 0.24% Reduce -0.7% 313,339 $29.9M
Mercer Global Advisors Inc. 0.05% Add +28.4% 313,178 $29.9M
Clough Capital Partners L P 2.66% Add +670.6% 312,880 $29.9M
Intech Investment Management LLC 0.26% Add +154.0% 302,036 $28.8M
Aquatic Capital Management LLC 0.53% Add +173.6% 301,720 $28.8M
Mairs & Power Inc. 0.27% Reduce -11.2% 299,389 $28.6M
AXA Investment Managers S.A. 0.08% — 299,239 $28.6M
Davis Selected Advisers 0.15% Add +0.0% 296,441 $28.3M
King Luther Capital Management Corp. 0.12% Add +34.4% 296,409 $28.3M
O'shaughnessy Asset Management, LLC 0.16% Add +34.8% 293,085 $28.0M
Varma Mutual Pension Insurance Co 0.18% Add +21.9% 289,681 $27.7M
Martingale Asset Management L P 0.69% Reduce -0.8% 288,816 $27.6M
Captrust Financial Advisors 0.06% Reduce -1.2% 287,613 $27.5M
Exchange Traded Concepts, LLC 0.26% Add +6856.0% 285,405 $27.2M
Bessemer Group Inc. 0.04% Reduce -10.2% 284,159 $27.1M
Titan Global Capital Management USA LLC 3.99% Reduce -4.4% 284,130 $27.1M
Utah Retirement Systems 0.26% Add +2.3% 281,930 $26.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.23% Reduce -1.8% 281,260 $26.9M
Mirae Asset Global Investments Co., Ltd. 0.08% Reduce -19.4% 279,254 $26.7M
Ieq Capital, LLC 0.08% Add +29.5% 277,665 $26.5M
Police & Firemen's Retirement System of New Jersey 0.21% Add +6.3% 275,597 $26.3M
Hosking Partners LLP 0.95% Reduce -1.8% 275,077 $26.3M
USS Investment Management Ltd 0.13% No change 275,021 $26.2M
Schonfeld Strategic Advisors LLC 0.18% Add +57.3% 272,551 $26.0M
Ossiam 0.33% Reduce -37.7% 267,750 $25.6M
Cibc World Market Inc. 0.05% Reduce -30.8% 266,174 $25.4M
Park National Corp. 0.79% Reduce -8.9% 266,111 $25.4M
Midwest Trust Co 0.33% Reduce -2.5% 265,157 $25.3M
Rockland Trust Co. 1.03% Add +8.9% 263,231 $25.1M
Pacific Heights Asset Management LLC 1.10% Add +20.9% 260,000 $24.8M
Financiere des Professionnels - Fonds d'investissement inc. 1.43% Reduce -5.6% 259,705 $24.8M
GW Henssler & Associates Ltd. 1.24% Reduce -2.1% 259,599 $24.8M
CIBC Asset Management Inc 0.07% Add +1.8% 258,584 $24.7M
Heron Bay Capital Management 4.59% Reduce -2.7% 257,875 $24.6M
Focus Partners Wealth 0.04% Add +23.7% 257,368 $24.6M
Hudson Bay Capital Management LP 0.17% Add +2.4% 256,262 $24.5M
Canada Post Corp Registered Pension Plan 1.07% Reduce -6.5% 249,459 $24.2M
Banco Santander, S.A. 0.21% Add +56.6% 250,706 $23.9M
Susquehanna International Group, LLP 0.03% Reduce -16.9% 249,161 $23.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% Reduce -8.5% 248,356 $23.7M
Peapack Gladstone Financial Corp. 0.30% Add +6.7% 244,955 $23.4M
Davidson Investment Advisors 0.99% Reduce -1.1% 244,491 $23.3M
Jefferies Financial Group Inc. 0.22% Add +41.3% 244,307 $23.3M
Clearstead Advisors, LLC 0.34% Add +2.8% 241,123 $23.0M
Dudley & Shanley, Inc. 3.70% Reduce -0.0% 240,863 $23.0M
W.G. Shaheen & Associates DBA Whitney & Co 2.06% Add +0.1% 238,341 $22.8M
CIBC Bancorp USA Inc. 0.14% — 236,121 $22.5M
Ilmarinen Mutual Pension Insurance Co 0.17% Add +0.6% 235,471 $22.5M
New York Life Investment Management LLC 0.19% Reduce -0.3% 231,645 $22.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.18% Add +2.6% 229,984 $22.0M
Burney Co./ 0.69% Add +26.9% 226,656 $21.6M
Woodline Partners LP 0.10% Add +22.1% 225,510 $21.5M
Busey Bank 0.60% Add +0.4% 224,217 $21.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.14% Add +20.2% 223,600 $21.3M
Public Employees Retirement Association of Colorado 0.08% Reduce -2.0% 223,263 $21.3M
B. Metzler seel. Sohn & Co. AG 0.19% Add +0.3% 219,996 $21.0M
OP Asset Management Ltd 0.28% Add +12.4% 219,015 $20.9M
Cohen Capital Management, Inc. 3.26% Reduce -0.2% 218,988 $20.9M
Live Oak Private Wealth LLC 2.91% Reduce -0.5% 218,711 $20.9M
M&T Bank Corp 0.07% Reduce -10.0% 215,667 $20.6M
Nissay Asset Management Corp. /Japan 0.11% Add +1.2% 215,181 $20.5M
DAVENPORT & Co LLC 0.11% Reduce -26.9% 212,211 $20.3M
Everett Harris & Co. 0.25% Add +0.7% 212,302 $20.3M
Trexquant Investment LP 0.21% Reduce -30.2% 211,671 $20.2M
Callan Family Office, LLC 0.63% Reduce -5.3% 207,833 $19.8M
Epoch Investment Partners, Inc. 0.11% Reduce -31.2% 207,281 $19.8M
Jump Financial, LLC 0.26% Add +118.8% 205,278 $19.6M
NEOS Investment Management LLC 0.15% Add +47.9% 205,018 $19.6M
Addenda Capital Inc. 0.57% Add +25.7% 202,348 $19.3M
Warther Private Wealth, LLC 4.55% Reduce -24.0% 201,406 $19.2M
Yousif Capital Management, LLC 0.20% Reduce -5.8% 199,058 $19.0M
Courant Investment Management LLC 14.98% No change 198,499 $19.0M
Pathstone Holdings, LLC 0.07% Add +4.9% 197,179 $18.8M
Mutual of America Capital Management LLC 0.20% Add +0.3% 196,503 $18.8M
First Foundation Advisors 0.69% Reduce -7.1% 196,247 $18.7M
Cutler Investment Counsel LLC 1.95% Reduce -0.3% 195,145 $18.6M
Oregon Public Employees Retirement Fund 0.24% Add +32.0% 195,018 $18.6M
Goodman Financial Corp 3.61% Reduce -3.9% 194,440 $18.6M
Vanguard Personalized Indexing Management, LLC 0.19% Add +1.3% 192,938 $18.4M
Talbot Financial, LLC 1.56% Add +4.4% 192,691 $18.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -10.3% 192,290 $18.4M
United Asset Strategies, Inc. 1.46% Reduce -1.9% 190,567 $18.2M
Greenwich Wealth Management LLC 0.91% Add +277.0% 190,367 $18.2M
Summit Trail Advisors, LLC 0.25% Add +4.9% 188,423 $18.0M
ProVise Management Group, LLC 1.31% Add +2.5% 186,007 $17.8M
Steward Partners Investment Advisory, LLC 0.10% Add +4.2% 184,444 $17.6M
Lathrop Investment Management Co. 3.25% Reduce -2.5% 184,343 $17.6M
Wealthfront Advisers LLC 0.04% Add +9.5% 184,221 $17.6M
Rwa Wealth Partners, LLC 0.20% Reduce -5.6% 184,221 $17.6M
State of Alaska, Department of Revenue 0.18% Reduce -4.4% 183,358 $17.5M
Atria Investments, Inc 0.20% Add +0.5% 181,568 $17.3M
Edgemoor Investment Advisors, Inc. 1.33% Add +0.1% 180,055 $17.2M
Debussy Capital Management LP 2.42% Reduce -6.1% 179,023 $17.1M
Sanctuary Advisors, LLC 0.10% Reduce -15.4% 178,032 $17.0M
Poehling Capital Management, INC. 3.55% Reduce -0.8% 176,774 $16.9M
Ethic Inc. 0.28% Add +2.0% 176,618 $16.9M
Kestra Advisory Services, LLC 0.08% Add +11.9% 175,841 $16.8M
TCTC Holdings, LLC 0.50% Add +0.3% 175,775 $16.8M
HFR Wealth Management, LLC 3.82% Reduce -0.3% 174,715 $16.7M
World Investment Advisors 0.34% Reduce -0.3% 173,817 $16.6M
Cambridge Investment Research Advisors, Inc. 0.05% Add +7.1% 172,441 $16.5M
Curi Capital, LLC 0.30% Reduce -0.6% 171,277 $16.4M
Point72 Hong Kong Ltd 0.75% Reduce -35.4% 170,459 $16.3M
Blue Whale Capital LLP 0.90% Reduce -61.9% 169,746 $16.2M
Evercore Wealth Management, LLC 0.24% Reduce -2.1% 169,728 $16.2M
Asset Advisors Investment Management, LLC 1.53% Add +2.3% 169,562 $16.2M
Empowered Funds, LLC 0.16% Add +132.9% 168,470 $16.1M
Blume Capital Management, Inc. 3.09% Reduce -0.6% 168,384 $16.1M
LBP Am SA 0.20% Add +1.3% 166,752 $15.9M
QRG Capital Management, Inc. 0.19% Add +459.2% 165,817 $15.8M
GenTrust, LLC 0.72% Reduce -5.1% 165,427 $15.8M
ASR Vermogensbeheer N.V. 0.19% Reduce -0.4% 165,409 $15.8M
Arax Advisory Partners 0.23% Add +4578.2% 164,484 $15.7M
Connors Investor Services Inc. 1.32% Reduce -4.9% 162,271 $15.5M
Tran Capital Management, L.P. 1.84% Reduce -2.6% 161,258 $15.4M
Orion Porfolio Solutions, LLC 0.12% Reduce -8.7% 161,116 $15.4M
Empower Advisory Group, LLC 0.04% Reduce -1.1% 160,826 $15.4M
Jacobs & Co. 1.45% Reduce -2.2% 159,285 $15.2M
Jacobson & Schmitt Advisors, LLC 2.60% Reduce -3.1% 158,665 $15.1M
&partners 0.10% Add +10.6% 157,926 $15.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +11.2% 157,228 $15.0M
Lakehouse Capital Pty Ltd 9.13% No change 156,467 $14.9M
Elgethun Capital Management 2.70% Reduce -0.8% 159,373 $14.9M
Horizon Investments, LLC 0.20% Add +46.4% 155,762 $14.9M
Advocacy Wealth Management, LLC 0.64% New 155,135 $14.8M
NewEdge Advisors, LLC 0.07% Add +55.8% 155,095 $14.8M
Snowden Capital Advisors LLC 0.41% Add +0.0% 154,607 $14.8M
Winslow Asset Management Inc. 2.76% Reduce -3.8% 154,132 $14.7M
Perigon Wealth Management, LLC 0.30% Reduce -0.4% 153,218 $14.6M
Jain Global LLC 0.20% Add +3.6% 152,807 $14.6M
Principal Securities, Inc. 0.24% Add +5.7% 152,070 $14.5M
Atlantic Union Bankshares Corp 0.27% Add +24.8% 151,267 $14.4M
Fifth Third Bancorp 0.05% Reduce -4.5% 150,996 $14.4M
Tidal Investments LLC 0.06% Add +16.6% 150,599 $14.4M
Parallax Volatility Advisers, L.P. 0.48% New 149,348 $14.3M
Modera Wealth Management, LLC 0.17% Reduce -3.3% 149,245 $14.2M
Financial Avengers, Inc. 6.12% Reduce -3.5% 149,182 $14.2M
ING Groep NV 0.08% Add +888.4% 147,977 $14.1M
CX Institutional 0.43% Add +13.7% 147,364 $14.1M
Great Lakes Retirement, Inc. 1.53% Add +0.2% 146,990 $14.0M
Allen Mooney & Barnes Investment Advisors LLC 2.17% Reduce -19.8% 145,928 $13.9M
HUB Investment Partners, LLC 0.51% Add +4.6% 145,625 $13.9M
Van Cleef Asset Management,Inc 1.41% Add +0.0% 145,479 $13.9M
Beacon Pointe Advisors, LLC 0.12% Reduce -26.4% 144,929 $13.8M
GCM Grosvenor Holdings, LLC 2.08% Reduce -25.7% 143,256 $13.7M
Banque Pictet & Cie SA 0.14% Reduce -0.5% 142,533 $13.6M
1832 Asset Management L.P. 0.02% Reduce -91.9% 142,211 $13.6M
Kinsale Capital Group, Inc. 2.44% Add +6.6% 139,688 $13.3M
Oppenheimer Asset Management Inc. 0.15% Reduce -3.7% 138,944 $13.3M
Prudential PLC 0.10% Add +42.0% 138,697 $13.2M
Mesirow Financial Investment Management, Inc. 0.24% Add +0.4% 138,119 $13.2M
Pacer Advisors, Inc. 0.03% Reduce -0.7% 137,441 $13.1M
Stony Point Capital LLC 0.92% New 136,929 $13.1M
Parthenon LLC 1.44% Reduce -3.5% 135,888 $13.0M
Cornerstone Capital, Inc. 1.25% Reduce -3.1% 134,228 $12.8M
Teachers Retirement System of the State of Kentucky 0.10% No change 133,461 $12.7M
MAI Capital Management 0.08% Add +4.6% 133,428 $12.7M
McGuire Investment Group, LLC 1.43% Reduce -0.7% 132,547 $12.7M
Crestwood Advisors Group, LLC 0.21% Reduce -3.0% 132,110 $12.6M
Ironwood Investment Counsel, LLC 1.84% Add +0.4% 132,033 $12.6M
Advisors Capital Management, LLC 0.16% Reduce -1.5% 131,565 $12.6M
Jamison Private Wealth Management, Inc. 1.60% Add +1.5% 129,521 $12.4M
Vinva Investment Management Ltd 0.24% Add +10.2% 126,545 $12.3M
UniSuper Management Pty Ltd 0.07% Add +20.8% 128,018 $12.2M
Engineers Gate Manager LP 0.14% Reduce -23.2% 127,838 $12.2M
Avanza Fonder AB 0.32% Add +6.2% 127,542 $12.2M
Cornerstone Planning Group LLC 1.95% Add +16849.5% 327,803 $12.2M
Mizuho Markets Cayman LP 1.03% Reduce -10.4% 127,093 $12.1M
AlTi Global, Inc. 0.28% Reduce -1.6% 125,634 $12.0M
Motley Fool Asset Management LLC 0.49% Add +33.0% 125,315 $12.0M
Bright Rock Capital Management, LLC 2.34% No change 125,000 $11.9M
Mizuho Securities USA LLC 0.24% Add +5.3% 124,276 $11.9M
United Capital Financial Advisors, LLC 0.08% Add +210.1% 123,607 $11.8M
Motco 1.07% Reduce -2.2% 123,194 $11.8M
Westbourne Investment Advisors, Inc. 3.25% Reduce -1.8% 122,053 $11.7M
Sienna Gestion 0.81% New 133,597 $11.6M
Hanson & Doremus Investment Management 1.46% Reduce -3.1% 121,397 $11.6M
Tower Bridge Advisors 1.17% Reduce -2.3% 121,243 $11.6M
Cwm, LLC 0.03% Add +16.9% 120,424 $11.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.23% Add +0.8% 120,223 $11.5M
Glenview Trust Co 0.18% Add +4.8% 119,839 $11.4M
BNP Paribas 0.35% Add +10.1% 119,715 $11.4M
Optiver Holding B.V. 0.19% Add +2873.7% 119,660 $11.4M
Cornerstone Advisors, LLC 0.38% Reduce -10.1% 119,400 $11.4M
Whittier Trust Co. of Nevada Inc. 0.24% Add +2.8% 121,113 $11.4M
Baxter Bros Inc. 1.31% Add +17.9% 119,036 $11.4M
Boston Common Asset Management, LLC 0.32% Reduce -7.0% 119,012 $11.4M
First Merchants Corp. 0.43% Reduce -3.8% 118,761 $11.3M
UNIVEST FINANCIAL Corp 0.63% Reduce -6.6% 118,699 $11.3M
Ascent Group, LLC 0.40% Add +15.3% 118,013 $11.3M
Westend Capital Management, LLC 3.24% Add +1.7% 116,481 $11.1M
Baker Avenue Asset Management, LP 0.27% Add +0.3% 116,229 $11.1M
Elo Mutual Pension Insurance Co 0.18% Reduce -8.8% 116,139 $11.1M
Advocate Group LLC 1.80% Reduce -3.1% 114,736 $11.0M
Rathbones Group PLC 0.04% Reduce -3.0% 114,554 $10.9M
Nicholas Company, Inc. 0.19% Reduce -9.7% 114,467 $10.9M
Andra AP-fonden 0.14% Add +141.2% 112,903 $10.8M
HRT Financial LP 0.04% Reduce -34.6% 111,843 $10.7M
Trajan Wealth LLC 0.46% Add +29.4% 111,673 $10.7M
Citizens Financial Group Inc. 0.15% Add +9.1% 110,926 $10.6M
BI Asset Management Fondsmaeglerselskab A/S 0.10% Add +17.5% 110,463 $10.5M
Argent Trust Co 0.37% Add +4.3% 109,683 $10.5M
Choreo, LLC 0.14% Reduce -1.6% 109,503 $10.5M
Cramer Rosenthal McGlynn LLC 0.66% Add +11.1% 107,601 $10.3M
OMERS ADMINISTRATION Corp 0.07% Reduce -1.6% 107,391 $10.3M
Kentucky Retirement Systems 0.28% Add +0.9% 107,152 $10.2M
Patten & Patten Inc. 0.60% Add +0.3% 107,001 $10.2M
Sig Brokerage, LP 2.56% Reduce -46.5% 106,554 $10.2M
Allen Capital Group, LLC 0.96% Add +7.1% 105,236 $10.0M
Beverly Hills Private Wealth, LLC 1.78% Add +1.9% 104,505 $10.0M
Generali Asset Management SPA SGR 0.21% Reduce -16.4% 104,264 $10.0M
Timber Creek Capital Management LLC 2.39% Reduce -0.4% 103,728 $9.9M
Americana Partners, LLC 0.30% Add +5.0% 102,920 $9.8M
National Philanthropic Trust 0.11% Add +0.9% 101,310 $9.7M
Private Wealth Partners, LLC 0.69% Add +1.7% 101,029 $9.6M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -1.0% 100,795 $9.6M
Hartford Investment Management Co. 0.29% Reduce -2.9% 100,132 $9.6M
Scopus Asset Management, L.P. 0.23% New 100,000 $9.5M
AE Wealth Management LLC 0.06% Add +131.0% 99,832 $9.5M
Point72 (DIFC) Ltd 0.66% Add +83.3% 99,493 $9.5M
Private Advisor Group, LLC 0.05% Reduce -2.5% 98,280 $9.4M
Evergreen Capital Management LLC 0.22% Reduce -1.6% 98,058 $9.4M
Brevan Howard Capital Management LP 0.14% Reduce -26.1% 97,931 $9.3M
Hyperion Capital Advisors LP 5.00% Reduce -4.0% 97,880 $9.3M
Geneos Wealth Management Inc. 0.24% Reduce -1.0% 97,565 $9.3M
Verition Fund Management LLC 0.06% Reduce -50.2% 97,398 $9.3M
Baldwin Wealth Partners LLC 0.60% Reduce -1.3% 97,266 $9.3M
iA Global Asset Management Inc. 0.13% Add +20.7% 97,214 $9.3M
Shelton Capital Management 0.20% Reduce -11.0% 97,058 $9.3M
Norinchukin Bank, The 0.12% Add +2.4% 96,565 $9.2M
Thompson Investment Management, Inc. 1.23% Reduce -3.5% 96,558 $9.2M
Lafayette Investments, Inc. 1.75% Reduce -0.9% 95,948 $9.2M
Pinnacle Financial Partners Inc 0.22% Add +10.7% 95,607 $9.1M
AMG National Trust Bank 0.22% Reduce -1.5% 95,500 $9.1M
Great Lakes Advisors, LLC 0.08% Reduce -12.0% 95,293 $9.1M
Caisse Des Depots Et Consignations 0.39% No change 95,120 $9.1M
Concentric Capital Strategies, LP 0.43% Reduce -8.8% 94,754 $9.0M
KCM Investment Advisors LLC 0.29% Add +0.5% 94,206 $9.0M
Morningstar Investment Management LLC 0.33% New 93,769 $9.0M
1248 Management, LLC 5.05% No change 93,729 $8.9M
Redmond Asset Management, LLC 2.20% Reduce -2.0% 93,704 $8.9M
Waverly Advisors, LLC 0.09% Add +3.0% 93,558 $8.9M
Aviance Capital Partners, LLC 1.06% Add +0.9% 93,139 $8.9M
Tocqueville Asset Management L.P. 0.13% Reduce -5.0% 92,824 $8.9M
GAM Holding AG 0.55% Add +2.7% 92,574 $8.8M
M&G PLC 0.05% Reduce -20.4% 91,474 $8.7M
Allianz SE 0.18% Reduce -0.4% 90,478 $8.6M
Country Club Bank 0.51% Reduce -16.1% 88,714 $8.6M
Aware Super Pty Ltd as trustee of Aware Super 0.12% No change 89,530 $8.5M
Louisiana State Employees Retirement System 0.14% Reduce -0.7% 89,500 $8.5M
First National Trust Co 0.29% Add +82.2% 89,224 $8.5M
Metis Global Partners, LLC 0.20% Reduce -5.0% 88,700 $8.5M
Capital Investment Counsel, Inc 1.03% Reduce -2.8% 88,438 $8.4M
Meiji Yasuda Asset Management Co Ltd. 0.40% Reduce -2.7% 88,378 $8.4M
Spectrum Financial Alliance Ltd LLC 2.06% Reduce -3.6% 88,008 $8.4M
Gulf International Bank (UK) Ltd 0.27% Reduce -1.7% 86,682 $8.3M
American Assets Investment Management, LLC 0.61% No change 86,674 $8.3M
Hemenway Trust Co LLC 0.63% Add +57.9% 85,682 $8.2M
Maryland State Retirement & Pension System 0.17% Add +2.6% 85,112 $8.1M
Oppenheimer & Co. Inc. 0.10% Reduce -2.4% 84,837 $8.1M
Radnor Capital Management, LLC 1.23% No change 84,650 $8.1M
Mezzasalma Advisors, LLC 2.06% Reduce -0.2% 84,460 $8.1M
WCG Wealth Advisors LLC 0.50% Reduce -10.5% 84,096 $8.0M
Nomura Holdings Inc. 0.04% Add +162.4% 83,502 $8.0M
Investment Management Corp of Ontario 0.12% Add +62.0% 83,376 $8.0M
Pragma Gestao DE Patrimonio Ltd. 3.42% Reduce -12.1% 83,300 $8.0M
Securian Asset Management, Inc. 0.21% Reduce -7.7% 82,404 $7.9M
NewEdge Wealth, LLC 0.11% Add +3.1% 83,135 $7.8M
Eisler Capital Management Ltd. 0.17% Reduce -65.5% 83,256 $7.7M
Daiichi Life Insurance Co., Ltd. 0.19% Reduce -0.5% 80,059 $7.6M
Resolute Capital Asset Partners LLC 4.00% Add +119.8% 80,000 $7.6M
Vestmark Advisory Solutions, Inc. 0.14% Add +7.2% 79,614 $7.6M
Central Pacific Bank - Trust Division 0.96% Reduce -2.9% 79,586 $7.6M
Fagan Associates, Inc. 1.05% Add +6.1% 79,378 $7.6M
Wealthspire Advisors, LLC 0.04% Reduce -10.1% 79,016 $7.5M
Colonial Trust Advisors 0.58% Add +5.3% 78,739 $7.5M
Marco Investment Management LLC 0.57% No change 77,389 $7.4M
New Mexico Educational Retirement Board 0.23% Reduce -3.1% 77,187 $7.4M
Cloverfields Capital Group, LP 2.30% Reduce -0.5% 77,074 $7.4M
FJ Capital Management LLC 0.78% New 76,650 $7.3M
Pring Turner Capital Group Inc. 4.41% Reduce -5.8% 75,649 $7.2M
Kohmann Bosshard Financial Services, LLC 0.74% Reduce -5.1% 75,638 $7.2M
Parkwood LLC 0.70% Reduce -66.2% 75,532 $7.2M
Alberta Investment Management Corp 0.06% Add +4.6% 75,500 $7.2M
Tiaa Trust, National Association 0.02% Reduce -1.6% 73,882 $7.1M
Commerce Bank 0.04% Add +3.4% 73,668 $7.0M
Marshall & Sullivan Inc. 3.23% Reduce -1.4% 72,973 $7.0M
Capstone Investment Advisors, LLC 0.07% Reduce -66.1% 72,727 $6.9M
Salvus Wealth Management, LLC 3.86% Reduce -1.3% 72,349 $6.9M
Sendero Wealth Management, LLC 0.81% Reduce -19.1% 72,300 $6.9M
Kavar Capital Partners Group, LLC 0.91% Add +0.4% 71,467 $6.8M
Birch Capital Management, LLC 3.48% Reduce -2.4% 71,427 $6.8M
Gilman Hill Asset Management, LLC 1.07% Add +2.6% 71,309 $6.8M
Abn Amro Investment Solutions 0.14% Reduce -12.7% 71,006 $6.8M
Naples Global Advisors, LLC 0.53% Add +0.4% 70,956 $6.8M
Smithbridge Asset Management Inc. 0.98% New 70,694 $6.7M
Citizens Business Bank 1.12% Add +1.5% 70,165 $6.7M
GHP Investment Advisors, Inc. 0.28% Add +2.5% 70,071 $6.7M
Mark Asset Management LP 0.68% Add +600.0% 70,000 $6.7M
Achmea Investment Management B.V. 0.08% No change 69,625 $6.6M
LaFleur & Godfrey LLC 0.80% Reduce -4.9% 69,220 $6.6M
Equitable Holdings, Inc. 0.05% Reduce -11.3% 68,805 $6.6M
Prentiss Smith & Co. Inc. 3.66% Reduce -1.5% 67,938 $6.5M
Scotia Capital Inc. 0.03% Reduce -7.3% 67,912 $6.5M
Spire Wealth Management 0.22% Add +15.2% 67,229 $6.4M
Thompson Siegel & Walmsley LLC 0.10% Reduce -0.4% 66,920 $6.4M
Orange Investment Advisors, Inc. 0.66% Reduce -0.9% 66,812 $6.4M
Investment Research & Advisory Group, Inc. 2.16% Add +0.9% 66,686 $6.4M
Twin Lakes Capital Management, LLC 2.93% Reduce -2.0% 66,336 $6.3M
Synovus Financial Corp. 0.07% Add +5.7% 65,785 $6.3M
Legal Advantage Investments, Inc. 2.80% Reduce -2.4% 65,060 $6.2M
Oliver Luxxe Assets LLC 0.98% Add +4.9% 64,930 $6.2M
Arkadios Wealth Advisors 0.15% Add +11.7% 64,520 $6.2M
Group One Trading LLC 0.18% Reduce -34.4% 63,628 $6.1M
Tower Research Capital LLC (TRC) 0.17% Reduce -7.4% 63,467 $6.1M
Allstate Corp. 0.14% Add +1643.1% 63,030 $6.0M
Permanens Capital L.P. 0.89% Add +2.0% 62,587 $6.0M
Maltese Capital Management LLC 0.92% Add +25.0% 62,500 $6.0M
AG2R La Mondiale Gestion D'actifs 0.30% No change 64,291 $5.9M
Hennion & Walsh Asset Management, Inc. 0.21% Add +3.9% 61,347 $5.9M
WINTON GROUP Ltd 0.22% Add +141.7% 61,176 $5.8M
Perkins Coie Trust Co 1.10% Add +6.3% 61,061 $5.8M
LGT Group Foundation 0.07% Reduce -4.2% 63,034 $5.8M
Lincoln Capital Corp. 2.09% Reduce -2.7% 60,685 $5.8M
Lincoln Capital LLC 1.08% Reduce -0.6% 61,205 $5.8M
Siemens Fonds Invest GmbH 0.31% Reduce -3.5% 60,201 $5.7M
Lantern Wealth Advisors, LLC 3.00% Add +0.2% 60,303 $5.7M
Bokf, NA 0.09% Add +19.9% 59,628 $5.7M
CenterBook Partners LP 0.28% Add +153.9% 59,395 $5.7M
William Allan Corp 3.16% Reduce -1.6% 59,072 $5.6M
Condor Capital Management 0.46% Reduce -1.7% 58,794 $5.6M
Hamilton Capital Partners Inc. 0.23% Reduce -4.7% 58,092 $5.5M
Voya Financial Advisors, Inc. 0.53% Reduce -3.5% 57,178 $5.5M
Merit Financial Group, LLC 0.05% Add +5.8% 57,860 $5.5M
Tokio Marine Asset Management Co. Ltd. 0.20% Add +3.8% 57,637 $5.5M
DLK Investment Management, LLC 2.06% Reduce -2.9% 57,187 $5.5M
Aigen Investment Management, LP 0.84% Reduce -6.2% 57,070 $5.4M
Lombard Odier Asset Management (Switzerland) SA 0.25% Add +3.0% 57,034 $5.4M
Plato Investment Management Ltd 0.37% Add +66.4% 57,039 $5.4M
Seneca House Advisors 2.18% Reduce -6.7% 56,520 $5.4M
HB Wealth Management, LLC 0.04% Add +31.6% 56,358 $5.4M
Harrington Investments, INC 2.68% Reduce -0.5% 56,273 $5.4M
Pittenger & Anderson Inc. 0.19% Add +0.3% 55,547 $5.3M
Headlands Technologies LLC 0.42% Add +492.7% 55,476 $5.3M
Bailard, Inc. 0.12% Reduce -1.5% 55,418 $5.3M
ICICI Prudential Asset Management Co Ltd 0.56% No change 55,080 $5.3M
Illinois Municipal Retirement Fund 0.07% Add +58.5% 55,034 $5.3M
Intrinsic Value Partners, LLC 4.24% Reduce -0.7% 54,903 $5.2M
Mgo One Seven LLC 0.12% Add +16.4% 54,633 $5.2M
Northwestern Mutual Investment Management Company, LLC 0.08% Reduce -0.2% 54,384 $5.2M
First American Bank 0.32% Add +1.6% 53,971 $5.2M
Prospera Financial Services Inc 0.09% Add +1.2% 53,689 $5.1M
Jones Financial Companies LLLP 0.00% Add +30.1% 53,582 $5.1M
Conning Inc. 0.18% Add +2.7% 53,247 $5.1M
Partners Capital Investment Group, LLP 0.20% No change 53,093 $5.1M
Spectrum Asset Management, Inc. (NB/CA) 1.78% Reduce -3.3% 53,049 $5.1M
Capital Analysts, LLC 0.15% Reduce -0.7% 52,916 $5.1M
Delta Capital Management LLC 2.64% Reduce -0.2% 52,745 $5.0M
Laird Norton Wetherby Wealth Management, LLC 0.20% Reduce -9.2% 52,564 $5.0M
Gabelli Funds LLC 0.03% Reduce -7.4% 52,293 $5.0M
Colonial Trust Co / SC 0.67% Reduce -0.1% 52,175 $5.0M
Caprock Group, LLC 0.12% — 51,937 $5.0M
MASTERINVEST Kapitalanlage GmbH 0.48% Add +22.5% 52,056 $5.0M
Ibex Wealth Advisors 0.47% Add +6.2% 51,820 $4.9M
Allworth Financial LP 0.02% Add +22.1% 51,752 $4.9M
Park Avenue Securities LLC 0.04% Add +30.9% 51,734 $4.9M
Greenleaf Trust 0.04% Reduce -3.2% 51,547 $4.9M
Empirical Finance, LLC 0.23% Add +1.1% 51,248 $4.9M
RNC Capital Management LLC 0.22% Add +1.0% 51,155 $4.9M
Klein Pavlis & Peasley Financial, Inc. 2.99% Add +4.0% 51,013 $4.9M
Coppell Advisory Solutions LLC 0.52% Add +25.4% 50,222 $4.9M
Keybank National Association 0.02% Add +1.4% 50,847 $4.9M
Algert Global LLC 0.08% Reduce -10.5% 50,726 $4.8M
Trivium Point Advisory, LLC 0.49% Add +13.4% 49,999 $4.8M
American Trust Investment Advisors, LLC 2.46% Reduce -2.7% 49,941 $4.8M
Daymark Wealth Partners, LLC 0.16% Reduce -1.1% 49,449 $4.7M
Y-Intercept (Hong Kong) Ltd 0.11% Reduce -44.7% 49,441 $4.7M
SOL Capital Management CO 0.42% Add +1.5% 49,366 $4.7M
Tandem Capital Management Corp. 2.19% Reduce -0.1% 49,319 $4.7M
Southeast Asset Advisors, LLC 0.51% Add +0.7% 49,191 $4.7M
Hixon Zuercher, LLC 1.43% Reduce -3.3% 49,044 $4.7M
Dorsey & Whitney Trust CO LLC 0.25% Reduce -12.0% 48,806 $4.7M
Alerus Financial NA 0.24% Add +2.0% 48,683 $4.6M
Montag A & Associates Inc. 0.21% Reduce -10.5% 48,616 $4.6M
Strategic Global Advisors, LLC 0.70% New 48,518 $4.6M
Integrated Advisors Network LLC 0.19% Reduce -2.5% 48,471 $4.6M
Hunter Perkins Capital Management, LLC 1.02% Reduce -0.1% 48,170 $4.6M
Prevail Innovative Wealth Advisors, LLC 0.89% New 47,886 $4.6M
LS Investment Advisors, LLC 0.64% Add +4.6% 47,878 $4.6M
Stratos Wealth Partners, LTD. 0.05% Add +24.0% 47,874 $4.6M
Brookstone Capital Management 0.05% Reduce -11.8% 47,708 $4.6M
Modus Advisors, LLC 1.23% Add +0.5% 47,439 $4.5M
Gotham Asset Management 0.02% Add +20.2% 47,040 $4.5M
Oak Harvest Investment Services 0.52% Add +5.2% 46,993 $4.5M
Malaga Cove Capital, LLC 1.62% Reduce -0.6% 46,798 $4.5M
SAM Advisors, LLC 1.43% Reduce -1.7% 46,319 $4.4M
Vestcor Inc 0.13% Add +31.9% 46,044 $4.4M
Mufg Securities Americas Inc. 0.28% Add +21.6% 46,013 $4.4M
Community Financial Services Group, LLC 0.80% Reduce -2.3% 45,554 $4.3M
Wilmington Savings Fund Society, FSB 0.10% Reduce -38.4% 45,456 $4.3M
Leelyn Smith, LLC 0.65% New 45,370 $4.3M
Chatham Capital Group, Inc. 0.62% Reduce -0.1% 45,212 $4.3M
JB Capital LLC 0.19% Reduce -5.3% 45,186 $4.3M
Kentucky Retirement Systems Insurance Trust Fund 0.28% Reduce -0.3% 44,913 $4.3M
East Coast Asset Management, LLC. 1.34% Reduce -0.1% 44,892 $4.3M
Fiduciary Financial Group, LLC 0.68% Reduce -5.3% 44,751 $4.3M
Linscomb Wealth, Inc. 0.18% Add +1.0% 44,228 $4.2M
Westpac Banking Corp. 0.26% Reduce -54.2% 44,128 $4.2M
American Trust 0.35% Reduce -1.9% 43,970 $4.2M
Barnes Dennig Private Wealth Management LLC 4.50% Reduce -7.6% 43,867 $4.2M
Victrix Investment Advisors 2.29% Add +2.1% 43,838 $4.2M
CI Investments Inc. 0.02% Add +2.5% 43,806 $4.2M
Somerville Kurt F 0.69% Add +79.7% 43,793 $4.2M
Conscious Wealth Investments, LLC 2.48% Reduce -1.0% 44,232 $4.2M
180 Wealth Advisors, LLC 0.51% Reduce -0.6% 43,480 $4.2M
OneDigital Investment Advisors LLC 0.04% Reduce -4.6% 43,386 $4.1M
FWL Investment Management, LLC 1.08% Add +23.5% 43,381 $4.1M
Buttonwood Financial Advisors Inc. 1.41% Reduce -1.1% 42,979 $4.1M
Composition Wealth, LLC 0.06% Add +0.1% 42,846 $4.1M
Means Investment Co., Inc. 0.35% Reduce -5.7% 42,321 $4.0M
Courier Capital LLC 0.23% Reduce -1.9% 41,913 $4.0M
Mengis Capital Management, Inc. 0.79% Reduce -0.8% 41,906 $4.0M
Fiduciary Group, LLC 0.35% Reduce -1.1% 41,595 $4.0M
Red Spruce Capital, LLC 1.62% Reduce -0.4% 41,546 $4.0M
Huntington National Bank 0.03% Add +9.0% 41,496 $4.0M
Pine Haven Investment Counsel, Inc 2.86% Reduce -0.8% 41,438 $4.0M
Parallel Advisors, LLC 0.07% Add +6.7% 41,292 $3.9M
Quadrant Capital Group LLC 0.13% Add +0.7% 41,261 $3.9M
Ashton Thomas Private Wealth, LLC 0.10% Add +43.6% 40,503 $3.9M
Eagle Bluffs Wealth Management LLC 1.67% Add +1.3% 40,494 $3.9M
GS Investments, Inc. 1.91% Reduce -27.0% 40,488 $3.9M
University of Texas/Texas Am Investment Management Co. 0.56% Reduce -9.6% 40,484 $3.9M
Goelzer Investment Management, Inc. 0.20% Reduce -1.4% 40,455 $3.9M
Lighthouse Investment Partners, LLC 0.14% Reduce -55.0% 40,340 $3.9M
Sculati Wealth Management, LLC 1.36% Reduce -0.8% 40,322 $3.8M
Sepio Capital, LP 0.23% Add +8.3% 40,237 $3.8M
Threadgill Financial, LLC 1.86% New 40,131 $3.8M
Apollon Wealth Management, LLC 0.07% Add +4.2% 40,131 $3.8M
Stonebridge Capital Advisors LLC 0.27% Add +0.5% 39,305 $3.8M
Independent Advisor Alliance 0.10% Add +6.3% 39,217 $3.7M
Johnson Investment Counsel Inc. 0.03% Add +1.3% 39,169 $3.7M
GeoWealth Management, LLC 0.14% Add +163.6% 39,143 $3.7M
Nelson Capital Management, LLC 0.44% Add +1.0% 39,009 $3.7M
TD Private Client Wealth LLC 0.08% Add +4.5% 38,712 $3.7M
Fearless Solutions, LLC dba Best Invest 2.36% Reduce -0.1% 38,620 $3.7M
SGL Investment Advisors, Inc. 1.55% Add +1.9% 39,461 $3.7M
Twin Capital Management Inc. 0.46% Reduce -19.7% 38,443 $3.7M
Patriot Financial Group Insurance Agency, LLC 0.47% Reduce -30.6% 38,173 $3.6M
Summit Financial, LLC 0.06% Add +6.9% 38,034 $3.6M
Groupama Asset Managment 0.05% Add +14.6% 37,753 $3.6M
Inkwell Capital LLC 3.64% Reduce -1.2% 37,295 $3.6M
Secure Asset Management, LLC 0.59% Add +31.2% 38,594 $3.6M
Vontobel Holding Ltd. 0.01% Add +29.5% 37,286 $3.6M
HF Advisory Group, LLC 1.30% Add +2.6% 37,162 $3.5M
Centaurus Financial, Inc. 0.17% Add +42.0% 37,155 $3.5M
FSB Premier Wealth Management, Inc. 1.17% Add +9.2% 37,139 $3.5M
Central Bank & Trust Co. 0.56% Reduce -0.4% 37,127 $3.5M
Dakota Wealth Management 0.07% Reduce -27.2% 36,653 $3.5M
Valeo Financial Advisors, LLC 0.08% Reduce -5.4% 36,644 $3.5M
Moneta Group Investment Advisors LLC 0.03% Add +3.8% 36,260 $3.5M
Correct Capital Wealth Management 0.64% Add +2.5% 36,224 $3.5M
Centiva Capital, LP 0.32% New 36,095 $3.4M
West Oak Capital, LLC 1.71% Add +3.9% 36,067 $3.4M
Annandale Capital, LLC 0.61% No change 35,848 $3.4M
Praxis Investment Management Inc. 0.20% No change 35,800 $3.4M
Brighton Jones LLC 0.08% Add +14.6% 35,717 $3.4M
Cascade Investment Advisors, Inc. 2.06% Reduce -1.0% 35,585 $3.4M
Campbell & CO Investment Adviser LLC 0.26% Reduce -51.6% 35,400 $3.4M
GM Advisory Group, LLC 0.14% Reduce -1.9% 35,084 $3.3M
GAMMA Investing LLC 0.18% Add +8.6% 35,041 $3.3M
Brant Point Investment Management LLC 0.74% Add +75.0% 35,000 $3.3M
Roundview Capital LLC 0.21% Reduce -0.2% 34,914 $3.3M
Ostrum Asset Management 0.15% Reduce -4.2% 34,889 $3.3M
Stableford Capital II LLC 1.20% Add +0.2% 34,883 $3.3M
J. Safra Sarasin Holding AG 0.05% New 34,707 $3.3M
Greenup Street Wealth Management LLC 0.51% Reduce -26.4% 34,707 $3.3M
Edgestream Partners, L.P. 0.10% Add +157.6% 34,686 $3.3M
Crux Wealth Advisors 1.31% Add +10.3% 34,666 $3.3M
Choate Investment Advisors 0.07% Add +0.5% 34,640 $3.3M
Webster Bank, N. A. 0.32% Reduce -3.1% 34,369 $3.3M
Main Street Research LLC 0.18% Add +1.4% 34,098 $3.3M
Gill Capital Partners, LLC 0.99% Reduce -0.7% 34,058 $3.3M
Maia Wealth LLC 0.55% Reduce -13.8% 33,987 $3.2M
V-Square Quantitative Management LLC 0.55% Add +6.5% 33,859 $3.2M
Resonant Capital Advisors, LLC 0.19% Reduce -4.0% 33,829 $3.2M
NJ State Employees Deferred Compensation Plan 0.36% No change 33,800 $3.2M
IFG Advisory, LLC 0.15% Add +0.8% 33,780 $3.2M
Harfst & Associates, Inc. 0.59% Add +0.3% 33,724 $3.2M
GPM Growth Investors, Inc. 1.24% Add +1.8% 33,678 $3.2M
Coldstream Capital Management Inc. 0.04% Add +16.6% 33,674 $3.2M
Chemistry Wealth Management LLC 0.62% Add +0.0% 33,424 $3.2M
Compass Wealth Management LLC 0.71% Reduce -1.9% 33,365 $3.2M
HighPoint Advisor Group LLC 0.15% Add +0.9% 32,867 $3.1M
Anchor Investment Management, LLC 0.26% Add +4.8% 32,857 $3.1M
MUFG Securities EMEA plc 0.08% Add +547.1% 32,660 $3.1M
Aaron Wealth Advisors LLC 0.19% Add +73.4% 32,625 $3.1M
Cary Street Partners Financial LLC 0.08% Reduce -0.4% 32,564 $3.1M
Beacon Financial Group 0.30% Add +0.3% 32,346 $3.1M
Sterling Investment Advisors, Ltd. 0.60% Reduce -0.6% 32,221 $3.1M
PEAK6 LLC 0.08% New 32,176 $3.1M
D L Carlson Investment Group Inc. 0.52% Reduce -20.3% 32,172 $3.1M
Entropy Technologies, LP 0.23% Reduce -77.5% 32,110 $3.1M
Scott & Selber, Inc. 0.78% Reduce -1.1% 32,060 $3.1M
Finer Wealth Management, Inc. 1.52% Add +0.2% 32,004 $3.1M
Strata Wealth Advisors, LLC 0.80% No change 31,817 $3.0M
Kintegral Advisory, LLC 0.26% Reduce -0.5% 31,702 $3.0M
Twin City Private Wealth, LLC 2.36% Add +2.1% 31,681 $3.0M
DRW Securities, LLC 0.15% Reduce -54.1% 31,400 $3.0M
Rakuten Investment Management, Inc. 0.01% — 21,177 $3.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Add +88.2% 31,258 $3.0M
Chaney Capital Management, Inc. 1.06% Add +1.1% 31,186 $3.0M
Mraz, Amerine & Associates, Inc. 0.46% No change 31,122 $3.0M
CWA Asset Management Group, LLC 0.11% Reduce -0.1% 31,087 $3.0M
R Squared Ltd 1.27% Add +138.0% 30,921 $3.0M
Global Retirement Partners, LLC 0.07% Add +0.4% 30,817 $2.9M
Krilogy Financial LLC 0.11% Add +27.8% 31,101 $2.9M
Coastline Trust Co 0.31% Reduce -2.2% 30,300 $2.9M
Lecap Asset Management Ltd. 1.00% Add +35.7% 30,273 $2.9M
Meeder Advisory Services, Inc. 0.13% Add +10.7% 30,199 $2.9M
Capital Investment Advisory Services, LLC 0.23% Reduce -1.5% 30,143 $2.9M
Bard Financial Services, Inc. 0.31% Reduce -2.4% 30,025 $2.9M
Iowa State Bank 0.54% Reduce -1.7% 29,906 $2.9M
Signaturefd, LLC 0.04% Add +3.1% 29,874 $2.9M
Vaughan David Investments LLC 0.06% Reduce -9.7% 29,864 $2.9M
Capital Advisors Inc. 0.05% Reduce -0.0% 29,857 $2.9M
Chicago Partners Investment Group LLC 0.07% Add +14.1% 30,346 $2.8M
Mount Vernon Associates Inc. 1.99% Reduce -1.6% 29,800 $2.8M
Hager Investment Management Services, LLC 1.54% Reduce -0.9% 29,751 $2.8M
J.W. Cole Advisors, Inc. 0.05% Add +14.2% 29,722 $2.8M
LGT Fund Management Co Ltd. 0.23% Add +68.7% 30,577 $2.8M
Canandaigua National Bank & Trust Co. 0.25% Reduce -0.7% 29,292 $2.8M
Great Valley Advisor Group, Inc. 0.06% Add +0.5% 29,271 $2.8M
Bridgeway Capital Management, LLC 0.06% No change 29,120 $2.8M
GC Wealth Management RIA, LLC 0.09% Add +87.7% 29,045 $2.8M
Kozak & Associates, Inc. 0.55% Reduce -6.1% 30,156 $2.8M
Bleakley Financial Group, LLC 0.06% Add +3.5% 28,912 $2.8M
Argus Investors' Counsel, Inc. 2.18% Reduce -0.3% 28,739 $2.7M
Stenger Family Office, LLC 0.56% Add +16.8% 28,928 $2.7M
Tema ETFs LLC 0.23% New 28,587 $2.7M
Cetera Trust Company, N.A 1.52% Reduce -0.3% 28,505 $2.7M
Vest Financial, LLC 0.04% Add +35.0% 28,502 $2.7M
GAMCO Investors 0.03% Reduce -0.0% 28,256 $2.7M
Wynn Capital, LLC 1.31% Add +1.4% 28,242 $2.7M
Xcel Wealth Management, LLC 0.71% No change 28,171 $2.7M
Martin Capital Advisors, LLP 1.62% Add +0.1% 28,038 $2.7M
Savvy Advisors, Inc. 0.12% Add +7.3% 27,969 $2.7M
Power Wealth Management LLC 0.97% Reduce -13.8% 27,787 $2.7M
Moody National Bank Trust Division 0.22% Add +15.0% 27,755 $2.6M
Rossmore Private Capital 0.28% No change 27,700 $2.6M
Kestra Investment Management, LLC 0.07% Add +22.8% 27,669 $2.6M
SageView Advisory Group, LLC 0.09% Add +4.9% 27,598 $2.6M
Skylands Capital, LLC 0.36% Add +87.4% 27,550 $2.6M
Hudson Canyon Capital Management 1.51% Reduce -4.1% 28,215 $2.6M
HBK Sorce Advisory LLC 0.07% Add +0.2% 27,691 $2.6M
Clean Yield Group 0.74% Add +182.7% 27,349 $2.6M
Garrison Bradford & Associates Inc. 2.79% Reduce -1.9% 27,310 $2.6M
Teewinot Capital Advisers, L.L.C. 0.20% Reduce -93.9% 27,099 $2.6M
EPG Wealth Management LLC 0.71% Add +3.0% 26,971 $2.6M
Guggenheim Capital LLC 0.02% Reduce -0.8% 26,789 $2.6M
Cape Investment Advisory, Inc. 2.49% Add +1.9% 26,546 $2.5M
Acadian Asset Management LLC 0.00% Add +22.9% 26,557 $2.5M
Fifth Third Wealth Advisors LLC 0.09% Add +1.3% 26,371 $2.5M
Ballentine Partners, LLC 0.03% Add +17.7% 26,301 $2.5M
Ritholtz Wealth Management 0.05% Add +9.3% 26,298 $2.5M
Advisory Services Network, LLC 0.04% Add +17.8% 26,162 $2.5M
Regions Financial Corp. 0.02% Add +2.2% 26,063 $2.5M
Qtron Investments LLC 0.31% Add +90.0% 26,019 $2.5M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.20% Add +36.8% 26,000 $2.5M
Parsonex Advisory Services, Inc. 1.69% Add +27.0% 25,989 $2.5M
Columbia Asset Management 0.46% Add +1.2% 25,981 $2.5M
Florida Trust Wealth Management Co 0.07% Add +136.7% 25,911 $2.5M
Pettyjohn, Wood & White, Inc. 0.41% Add +3.8% 25,728 $2.5M
Alpha Cubed Investments, LLC 0.09% Reduce -15.8% 25,701 $2.5M
Salem Investment Counselors Inc. 0.07% Reduce -0.8% 25,661 $2.4M
SVB Wealth LLC 0.13% Reduce -15.0% 25,349 $2.4M
Hutchinson Financial Advisors, INC 2.38% Add +2.3% 25,347 $2.4M
Valley National Advisers Inc. 0.37% Reduce -1.3% 25,295 $2.4M
RiverPark Advisors, LLC 1.85% No change 25,243 $2.4M
Annis Gardner Whiting Capital Advisors, LLC 0.50% Add +50.0% 25,155 $2.4M
Texas Yale Capital Corp. 0.08% Add +1.6% 25,115 $2.4M
Investment Advisory Services Inc. /TX 0.75% Reduce -0.8% 25,080 $2.4M
Meiji Yasuda Life Insurance Co 0.07% Add +0.3% 25,021 $2.4M
Norden Group LLC 0.24% Add +1.5% 25,007 $2.4M
Wright Investors Service Inc. 0.69% Add +40.3% 24,905 $2.4M
Strategic Wealth Partners, Ltd. 0.18% Reduce -2.0% 24,725 $2.4M
Cullen Investment Group, LTD. 0.31% Add +1.2% 24,923 $2.3M
JFS Wealth Advisors, LLC 0.14% Reduce -1.8% 24,519 $2.3M
Integrated Wealth Concepts LLC 0.02% Add +19.8% 24,515 $2.3M
Dynamic Advisor Solutions LLC 0.07% Add +28.6% 24,411 $2.3M
Aspen Investment Management Inc 0.90% Reduce -0.4% 24,364 $2.3M
Greenline Partners, LLC 0.28% Reduce -2.9% 24,336 $2.3M
Carmel Capital Partners, LLC 0.98% Reduce -21.8% 24,302 $2.3M
Ascent Wealth Partners, LLC 0.27% Add +0.8% 24,207 $2.3M
Ancora Advisors LLC 0.05% Reduce -5.8% 24,184 $2.3M
Puzo Michael J 0.62% Add +34.5% 23,903 $2.3M
Aspiriant, LLC 0.07% Reduce -4.0% 23,813 $2.3M
UMB Bank, n.a. 0.03% Add +10.9% 23,681 $2.3M
Chesley Taft & Associates LLC 0.10% Reduce -0.1% 23,609 $2.3M
Stephens Inc. 0.03% Reduce -3.7% 23,495 $2.2M
Pinnacle Associates Ltd. 0.03% Add +0.2% 23,386 $2.2M
Tealwood Asset Management Inc. 0.90% Reduce -5.0% 23,374 $2.2M
1ST Source Bank 0.12% Reduce -1.3% 23,370 $2.2M
K.J. Harrison & Partners Inc 0.32% Reduce -31.5% 23,943 $2.2M
Weiss Asset Management LP 0.04% New 23,169 $2.2M
Diversified Investment Strategies, LLC 1.45% No change 23,112 $2.2M
Nicolet Advisory Services, LLC 0.17% Reduce -2.5% 23,445 $2.2M
3Chopt Investment Partners, LLC 0.50% Add +0.9% 23,033 $2.2M
Pacific Capital Partners Ltd 2.44% New 22,924 $2.2M
Diversify Advisory Services, LLC 0.07% Add +30.8% 23,490 $2.2M
Roberts Wealth Advisors, LLC 0.58% Reduce -2.1% 22,856 $2.2M
Horizon Investment Services, LLC 0.82% New 22,614 $2.2M
Cornercap Investment Counsel Inc. 1.07% Reduce -1.6% 22,591 $2.2M
Profund Advisors LLC 0.07% Add +17.9% 22,534 $2.2M
Pine Valley Investments Ltd Liability Co 0.11% Reduce -7.2% 22,450 $2.1M
Savant Capital, LLC 0.01% Add +6.6% 22,371 $2.1M
Weaver C. Barksdale & Associates, Inc. 2.05% Reduce -6.1% 22,348 $2.1M
Pettee Investors, Inc. 1.16% No change 22,157 $2.1M
Citizens & Northern Corp. 0.52% Add +0.7% 22,098 $2.1M
Prime Capital Investment Advisors, LLC 0.03% Add +3.0% 21,971 $2.1M
LOM Asset Management Ltd 0.64% Add +18.8% 21,921 $2.1M
Bartlett & Co. Wealth Management LLC 0.03% Add +0.6% 21,834 $2.1M
Old National Bancorp 0.04% Add +7.0% 21,787 $2.1M
Riverwater Partners LLC 0.86% Reduce -0.9% 21,780 $2.1M
Essex Bank 0.47% Reduce -0.2% 21,702 $2.1M
Professional Financial Advisors, LLC 0.43% Add +3.1% 21,498 $2.1M
Graham Capital Management, L.P. 0.11% Reduce -84.8% 21,312 $2.0M
Hills Bank & Trust Co 0.12% Add +1.4% 21,267 $2.0M
Sunbelt Securities, Inc. 0.14% Add +98.1% 21,174 $2.0M
Vise Technologies, Inc. 0.08% Add +9.3% 21,143 $2.0M
Convergence Investment Partners, LLC 0.45% Add +33.0% 20,918 $2.0M
Frank, Rimerman Advisors LLC 0.13% Add +4.6% 20,815 $2.0M
Forum Financial Management, LP 0.03% Add +7.1% 20,720 $2.0M
IFP Advisors, Inc 0.05% Add +3.0% 20,700 $2.0M
Dana Investment Advisors, Inc. 0.06% Add +12.2% 20,692 $2.0M
Aviso Wealth Management 0.86% Add +2.7% 20,650 $2.0M
Avior Wealth Management, LLC 0.06% Reduce -11.6% 20,574 $2.0M
Banque Cantonale Vaudoise 0.07% Reduce -4.3% 20,553 $2.0M
Moors & Cabot, Inc. 0.09% Reduce -1.4% 20,408 $1.9M
Keystone Financial Services 0.60% Add +5.7% 20,369 $1.9M
Copperleaf Capital, LLC 0.93% Reduce -18.2% 20,297 $1.9M
IMC-Chicago, LLC 0.03% New 20,224 $1.9M
Bridges Investment Management Inc. 0.02% Reduce -14.9% 20,178 $1.9M
Raiffeisen Bank International AG 0.03% Add +50.5% 19,817 $1.9M
TCW Group Inc. 0.02% Reduce -56.7% 20,032 $1.9M
Caldwell Trust Co 0.18% Add +1.0% 20,006 $1.9M
City Holding Co. 0.24% Add +4.9% 19,990 $1.9M
Lebenthal Global Advisors, LLC 0.33% Add +8.4% 19,870 $1.9M
Next Capital Management LLC 0.63% Add +60.9% 26,840 $1.9M
Concurrent Investment Advisors, LLC 0.03% Add +9.2% 19,833 $1.9M
Delaney Dennis R 0.94% Add +58.1% 19,765 $1.9M
Hancock Whitney Corp. 0.03% Add +42.7% 19,761 $1.9M
Letko, Brosseau & Associates Inc. 0.03% No change 19,746 $1.9M
Csenge Advisory Group 0.09% Add +164.7% 19,639 $1.9M
StoneX Group Inc. 0.08% Add +2.3% 19,564 $1.9M
Lummis Asset Management, LP 1.23% Reduce -1.2% 19,546 $1.9M
Integrated Investment Consultants, LLC 0.32% Reduce -21.9% 19,487 $1.9M
Zullo Investment Group, Inc. 0.68% Reduce -1.5% 19,379 $1.9M
Smartleaf Asset Management LLC 0.11% Add +39.8% 19,006 $1.8M
Farther Finance Advisors, LLC 0.03% Add +13.7% 19,275 $1.8M
Clifford Swan Investment Counsel LLC 0.06% No change 19,182 $1.8M
Brown, Lisle/Cummings, Inc. 0.47% No change 19,119 $1.8M
Machina Capital S.A.S. 0.32% Reduce -64.5% 18,932 $1.8M
Jeppson Wealth Management, LLC 0.58% Reduce -1.4% 18,918 $1.8M
Focus Financial Network, Inc. 0.06% Reduce -2.1% 18,849 $1.8M
B. Riley Wealth Advisors, Inc. 0.09% Add +11.3% 18,800 $1.8M
Northwest & Ethical Investments L.P. 0.04% Reduce -0.4% 18,520 $1.8M
Kidder Stephen W 0.51% Add +70.5% 18,795 $1.8M
NorthCrest Asset Manangement, LLC 0.04% Add +9.3% 19,058 $1.8M
TLWM 0.32% Add +6.1% 18,763 $1.8M
Virtus Investment Advisers, LLC 0.51% Add +8.0% 18,714 $1.8M
Sheets Smith Investment Management 1.16% Add +0.1% 18,668 $1.8M
Stratos Wealth Advisors, LLC 0.09% Add +9.6% 18,524 $1.8M
RBF Capital, LLC 0.08% No change 18,500 $1.8M
Compound Planning, Inc. 0.06% Add +14.6% 18,490 $1.8M
Whitener Capital Management, Inc. 0.42% Add +1.9% 18,481 $1.8M
Guardian Asset Advisors, LLC 0.94% Add +6.0% 18,257 $1.7M
Bank of Hawaii 0.09% Add +6.7% 18,166 $1.7M
Bank Pictet & Cie (Europe) AG 0.03% Add +0.4% 18,084 $1.7M
Cidel Asset Management Inc. 0.10% Reduce -1.5% 18,028 $1.7M
Arjuna Capital 0.43% Add +0.6% 18,020 $1.7M
Legacy Financial Advisors, Inc. 0.24% Reduce -3.3% 18,008 $1.7M
Wolff Wiese Magana LLC 0.97% Add +4.6% 17,900 $1.7M
Dynasty Wealth Management, LLC 0.02% Add +100.0% 17,786 $1.7M
Cypress Capital, LLC 0.48% New 17,692 $1.7M
MBM Wealth Consultants, LLC 0.42% Reduce -0.1% 17,514 $1.7M
Dark Forest Capital Management LP 0.06% Reduce -76.3% 17,365 $1.7M
Wedmont Private Capital 0.06% Add +3.8% 17,596 $1.7M
Commerzbank Aktiengesellschaft 0.03% No change 17,285 $1.7M
Meriwether Wealth & Planning, LLC 0.95% Reduce -0.4% 17,249 $1.6M
Trust Asset Management LLC 0.11% No change 17,244 $1.6M
HM Payson & Co. 0.02% Reduce -3.0% 17,236 $1.6M
First Citizens Bank & Trust Co. 0.04% Reduce -3.4% 17,186 $1.6M
Providence Wealth Advisors, LLC 1.03% Add +1.7% 17,426 $1.6M
Elevation Point Wealth Partners, LLC 0.11% Reduce -48.9% 17,118 $1.6M
JT Stratford LLC 0.22% Add +20.8% 17,071 $1.6M
Notis-McConarty Edward 0.76% Add +43.3% 17,050 $1.6M
Landscape Capital Management, L.L.C. 0.10% New 17,048 $1.6M
AIA Group Ltd 0.03% Add +57.4% 17,024 $1.6M
Johnson Financial Group, Inc. 0.06% Add +71.0% 17,014 $1.6M
Mainstream Capital Management LLC 1.08% Add +1.7% 17,005 $1.6M
RMR Capital Management, LLC 1.13% No change 16,885 $1.6M
EverSource Wealth Advisors, LLC 0.06% Add +2.0% 16,877 $1.6M
Nicholas Hoffman & Company, LLC. 0.04% Add +0.3% 16,834 $1.6M
HBW Advisory Services LLC 0.18% New 16,789 $1.6M
Highland Capital Management, LLC 0.08% Reduce -1.6% 16,747 $1.6M
Cigna Investments Inc. 0.23% Reduce -0.6% 16,736 $1.6M
Embree Financial Group 0.21% Add +0.9% 16,679 $1.6M
Retirement Planning Group, LLC 0.06% Add +70.5% 16,679 $1.6M
RFG - Bristol Wealth Advisors, LLC 0.46% Add +2.6% 16,624 $1.6M
FineMark National Bank & Trust 0.05% Reduce -2.9% 16,621 $1.6M
United Bank 0.55% Add +2.7% 16,483 $1.6M
IPG Investment Advisors LLC 0.28% Add +0.8% 16,413 $1.6M
Wealth Alliance, LLC 0.16% Add +4.3% 16,412 $1.6M
Elmwood Wealth Management, Inc. 0.55% No change 16,364 $1.6M
Cooper Financial Group 0.17% Add +13.8% 16,300 $1.6M
Wedbush Securities Inc. 0.05% Reduce -11.0% 16,266 $1.6M
Montecito Bank & Trust 0.24% — 16,193 $1.5M
NBT Bank, N.A. 0.10% Add +7.2% 15,474 $1.5M
S-Bank Fund Management Ltd 0.20% Reduce -1.3% 16,058 $1.5M
Howard Financial Services, LTD. 0.19% Add +0.3% 16,045 $1.5M
Ritter Daniher Financial Advisory LLC / DE 0.27% New 15,954 $1.5M
Sagespring Wealth Partners, LLC 0.03% Add +11.0% 15,883 $1.5M
Riverpark Capital Management LLC 2.74% Reduce -15.1% 15,865 $1.5M
Canopy Partners, LLC 0.51% Reduce -8.3% 15,849 $1.5M
First Commonwealth Financial Corp 0.25% Add +0.3% 15,825 $1.5M
J. L. Bainbridge & Co., Inc. 0.13% Reduce -0.7% 15,601 $1.5M
Pallas Capital Advisors LLC 0.05% Add +0.9% 15,577 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -3.5% 15,553 $1.5M
Clear Harbor Asset Management, LLC 0.10% Reduce -2.0% 15,521 $1.5M
Perpetual Ltd 0.02% Add +37.3% 15,481 $1.5M
Tranquilli Financial Advisor LLC 0.87% Add +7.6% 15,453 $1.5M
Chicago Capital, LLC 0.04% Reduce -1.3% 15,429 $1.5M
Cove Street Capital, LLC 1.94% Reduce -1.6% 15,424 $1.5M
Wilson & Boucher Capital Management, LLC 0.97% Reduce -18.4% 15,420 $1.5M
Tranquility Partners, LLC 0.50% Reduce -9.9% 15,407 $1.5M
Focus Partners Advisor Solutions, LLC 0.02% Add +27.9% 15,325 $1.5M
CENTRAL TRUST Co 0.03% Add +3.6% 15,326 $1.5M
Sheets Smith Wealth Management 0.17% No change 15,325 $1.5M
Oak Thistle LLC 0.22% New 15,325 $1.5M
Cookson Peirce & Co. Inc. 0.06% Add +0.4% 15,324 $1.5M
ArrowMark Colorado Holdings LLC 0.03% Reduce -3.8% 15,250 $1.5M
Brown Brothers Harriman & Co. 0.01% Add +11.5% 15,250 $1.5M
VestGen Advisors, LLC 0.05% Add +6.2% 15,225 $1.5M
Rothschild Investment LLC 0.08% Reduce -3.9% 15,190 $1.5M
Portfolio Design Labs, LLC 0.25% New 15,144 $1.4M
Postrock Partners LLC 0.64% No change 15,078 $1.4M
Westover Capital Advisors, LLC 0.27% Add +60.7% 15,062 $1.4M
South Dakota Investment Council 0.03% Reduce -6.2% 15,056 $1.4M
Neumann Capital Management, LLC 0.42% Reduce -0.7% 15,032 $1.4M
Blackstone Inc. 0.01% New 15,022 $1.4M
Triglav Investments, D.O.O. 0.09% New 15,000 $1.4M
Greenhaven Associates Inc. 0.02% Reduce -25.0% 15,000 $1.4M
Axxcess Wealth Management, LLC 0.03% Add +1.0% 14,981 $1.4M
Foundations Investment Advisors, LLC 0.02% Reduce -13.2% 14,928 $1.4M
Aptus Capital Advisors, LLC 0.01% Add +4.1% 14,922 $1.4M
Continuum Advisory, LLC 0.15% Reduce -8.3% 14,915 $1.4M
Kelly Lawrence W & Associates Inc. 0.35% Reduce -0.7% 14,807 $1.4M
JNBA Financial Advisors 0.13% Reduce -0.3% 14,805 $1.4M
Fusion Capital, LLC 0.41% Reduce -0.4% 14,936 $1.4M
VELA Investment Management, LLC 0.41% Reduce -36.3% 14,785 $1.4M
Verity Asset Management, Inc. 0.46% Add +105.1% 14,750 $1.4M
NorthRock Partners, LLC 0.03% Add +57.1% 14,740 $1.4M
Insigneo Advisory Services, LLC 0.10% Reduce -3.1% 14,721 $1.4M
Frisch Financial Group, Inc. 0.33% Reduce -2.5% 14,719 $1.4M
Davis R M Inc. 0.02% No change 14,707 $1.4M
Toth Financial Advisory Corp. 0.15% Add +164.7% 14,543 $1.4M
Torrey Growth & Income Advisors 0.41% — 14,512 $1.4M
Fruth Investment Management 0.37% No change 14,456 $1.4M
Paradigm Asset Management Co. LLC 0.32% No change 14,450 $1.4M
Walter & Keenan Wealth Management LLC /in/ 0.38% Add +0.1% 14,445 $1.4M
Nicolet Bankshares Inc. 0.22% Add +10.6% 14,429 $1.4M
Uncommon Cents Investing LLC 0.34% Add +0.1% 14,400 $1.4M
Greystone Financial Group, LLC 0.21% Reduce -1.5% 14,371 $1.4M
Stance Capital LLC 0.50% Reduce -3.5% 14,365 $1.4M
Smith, Moore & Co. 0.10% Reduce -2.0% 14,144 $1.4M
Balefire, LLC 0.27% Add +0.7% 14,112 $1.3M
Sage Rhino Capital LLC 0.26% Reduce -1.1% 14,102 $1.3M
HighVista Strategies LLC 0.33% Reduce -13.5% 14,100 $1.3M
Whelan Financial 0.42% Add +80.0% 14,007 $1.3M
IMS Capital Management 0.62% No change 14,002 $1.3M
Bellwether Advisors, LLC 0.22% Add +491.8% 13,983 $1.3M
Ascentis Independent Advisors 0.22% Add +4.2% 13,870 $1.3M
Brooklyn Investment Group 0.18% Reduce -3.9% 14,706 $1.3M
Leisure Capital Management 0.45% Reduce -1.4% 13,630 $1.3M
Capricorn Fund Managers Ltd 0.44% Add +7.2% 13,617 $1.3M
Koshinski Asset Management, Inc. 0.09% Reduce -0.7% 13,615 $1.3M
Destination Wealth Management 0.04% Add +6.4% 13,560 $1.3M
Blalock Williams, LLC 1.13% Add +6.0% 13,557 $1.3M
Catalyst Financial Partners LLC 0.16% Add +3.6% 13,505 $1.3M
Garner Asset Management Corp 0.52% Reduce -0.9% 13,463 $1.3M
GMO 0.00% Reduce -2.8% 13,460 $1.3M
Patrick M Sweeney & Associates, Inc. 0.83% Add +0.6% 13,406 $1.3M
Hardy Reed LLC 0.09% Add +2.7% 13,374 $1.3M
Drucker Wealth 3.0, LLC 0.23% Reduce -24.5% 13,370 $1.3M
Blue Trust, Inc. 0.01% Reduce -5.8% 13,364 $1.3M
Panoramic Investment Advisors, LLC 0.72% Add +6.4% 13,333 $1.3M
Portside Wealth Group, LLC 0.18% Add +8.0% 13,326 $1.3M
RFG Advisory, LLC 0.03% Reduce -6.9% 13,307 $1.3M
Broderick Brian C 0.24% Add +317.3% 13,270 $1.3M
Boothbay Fund Management, LLC 0.03% Reduce -73.3% 13,258 $1.3M
Redwood Investment Management, LLC 0.14% New 13,219 $1.3M
HCR Wealth Advisors 0.13% Add +3.8% 13,540 $1.3M
FLC Capital Advisors 0.24% Reduce -3.4% 13,116 $1.3M
Ausdal Financial Partners, Inc. 0.06% Add +115.6% 13,112 $1.3M
Hamel Associates, Inc. 0.38% Add +0.8% 13,050 $1.2M
Franklin Street Advisors Inc. 0.07% Reduce -0.4% 13,010 $1.2M
Checchi Capital Advisers, LLC 0.09% Reduce -11.5% 13,000 $1.2M
Uhlmann Price Securities, LLC 0.76% Add +20.8% 12,967 $1.2M
Elefante Mark B 0.79% Add +86.2% 12,925 $1.2M
Sumitomo Life Insurance Co. 0.04% Reduce -3.5% 12,848 $1.2M
Granite Investment Partners, LLC 0.07% No change 12,791 $1.2M
Costello Asset Management, INC 0.41% Add +0.0% 12,741 $1.2M
Essex Financial Services, Inc. 0.07% Reduce -4.8% 12,728 $1.2M
Proffitt & Goodson Inc. 0.17% Reduce -0.3% 12,724 $1.2M
Knollwood Investment Advisory, LLC 0.11% Reduce -0.9% 12,698 $1.2M
Boyd Watterson Asset Management LLC 0.36% Add +1.7% 12,623 $1.2M
BIP Wealth, LLC 0.06% Add +3.9% 12,605 $1.2M
West Financial Advisors, LLC 0.20% No change 12,600 $1.2M
Shell Asset Management Co. 0.12% Reduce -54.9% 12,553 $1.2M
Avestar Capital, LLC 0.09% Reduce -1.1% 12,491 $1.2M
Diversified Trust Co. 0.02% Add +25.3% 12,454 $1.2M
Nautilus Advisors LLC 0.80% Reduce -0.4% 12,431 $1.2M
Atom Investors LP 0.09% New 12,383 $1.2M
Dynamic Technology Lab Private Ltd 0.20% Reduce -53.6% 12,335 $1.2M
Arbor Trust Wealth Advisors, LLC 0.53% Add +4.9% 12,265 $1.2M
Larson Financial Group LLC 0.04% Add +92.0% 12,248 $1.2M
Stablepoint Partners, LLC 0.19% Reduce -3.5% 12,237 $1.2M
Equitable Trust Co. 0.05% Reduce -0.2% 12,206 $1.2M
Leavell Investment Management, Inc. 0.05% Add +0.0% 12,174 $1.2M
First Dallas Securities Inc. 0.43% Reduce -19.5% 12,161 $1.2M
Paragon Private Wealth Management, LLC 0.38% Add +54.8% 12,126 $1.2M
Ramsay, Stattman, Vela & Price, Inc. 0.21% Add +0.1% 12,125 $1.2M
Certuity, LLC 0.08% Add +278.3% 12,103 $1.2M
SMART Wealth LLC 0.44% Add +294.2% 12,085 $1.2M
Future Fund LLC 0.41% Add +25.0% 12,076 $1.2M
Bridgefront Capital, LLC 0.34% Reduce -66.9% 12,023 $1.1M
Hilltop Holdings Inc. 0.06% Add +22.0% 12,007 $1.1M
Summit Asset Management, LLC 0.18% No change 12,002 $1.1M
XTX Topco Ltd 0.06% Reduce -71.2% 11,970 $1.1M
Cullinan Associates Inc. 0.07% No change 11,900 $1.1M
Oder Investment Management, LLC 0.81% Add +2.7% 11,855 $1.1M
Legacy Wealth Asset Management, LLC 0.27% Add +33.6% 11,843 $1.1M
Stratos Investment Management, LLC 0.05% Add +2.1% 11,818 $1.1M
Robertson Stephens Wealth Management, LLC 0.03% Add +3.5% 11,788 $1.1M
Lodestone Wealth Management LLC 0.50% Add +0.3% 11,757 $1.1M
One Wealth Map LLC 0.60% Add +1.8% 11,742 $1.1M
Cullen/Frost Bankers, Inc. 0.01% Add +6.4% 11,743 $1.1M
Virtue Capital Management, LLC 0.18% Reduce -6.1% 7,686 $1.1M
Everhart Financial Group, Inc. 0.11% Add +27.3% 11,687 $1.1M
Sovereign's Capital Management, LLC 0.60% Add +0.5% 11,677 $1.1M
Capital Planning Advisors, LLC 0.15% New 11,655 $1.1M
Hodges Capital Management Inc. 0.10% Reduce -3.7% 11,646 $1.1M
Dumont & Blake Investment Advisors LLC 0.27% Add +0.4% 11,599 $1.1M
Mystic Asset Management, Inc. 0.25% No change 11,551 $1.1M
MIdWestOne Financial Group, Inc. 0.13% Add +0.8% 11,547 $1.1M
Novare Capital Management LLC 0.08% No change 11,535 $1.1M
Simplex Trading, LLC 0.02% New 11,497 $1.1M
Investor's Fiduciary Advisor Network, LLC 0.37% Reduce -4.4% 11,474 $1.1M
Islay Capital Management, LLC 0.63% Reduce -9.0% 11,345 $1.1M
Dempze Nancy E 0.59% Add +52.1% 11,342 $1.1M
Forbes J M & Co. LLP 0.09% Add +0.0% 11,302 $1.1M
Evoke Wealth, LLC 0.02% Add +19.3% 11,297 $1.1M
Personal Cfo Solutions, LLC 0.19% Reduce -2.6% 11,291 $1.1M
O'ROURKE & COMPANY, Inc 0.45% Reduce -6.4% 11,284 $1.1M
Thomasville National Bank 0.07% Add +0.7% 11,278 $1.1M
Palisade Asset Management, LLC 0.10% Add +0.2% 11,249 $1.1M
Institute for Wealth Management, LLC. 0.11% Reduce -0.4% 11,220 $1.1M
Sigma Planning Corp 0.03% Reduce -19.6% 11,207 $1.1M
Howard Capital Management, LLC 0.01% Add +3.3% 11,203 $1.1M
Financial Consulate, Inc. 0.15% New 11,187 $1.1M
Birmingham Capital Management Co. Inc. 0.49% Reduce -2.0% 11,150 $1.1M
Vigilare Wealth Management 0.37% Add +11.0% 11,125 $1.1M
Lanark Financial, Inc. 0.08% Add +14.6% 11,110 $1.1M
Cynosure Group, LLC 0.12% Add +0.2% 11,090 $1.1M
United Community Bank 0.33% Add +12.3% 11,045 $1.1M
Nabity-Jensen Investment Management Inc 0.73% No change 11,039 $1.1M
Davidson Kahn Capital Management, LLC 0.59% Reduce -2.6% 11,037 $1.1M
Bank of Stockton 0.30% Add +4.1% 11,023 $1.1M
Shira Ridge Wealth Management 0.44% No change 10,976 $1.0M
Wbi Investments, LLC 0.27% Reduce -36.1% 10,942 $1.0M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -6.8% 10,939 $1.0M
Mutual Advisors, LLC 0.02% Reduce -3.4% 11,014 $1.0M
Stone Summit Wealth LLC 0.30% New 10,900 $1.0M
Burns Matteson Capital Management, LLC 0.43% Reduce -2.1% 10,845 $1.0M
SJS Investment Consulting Inc. 0.14% Add +3.5% 10,843 $1.0M
Walleye Capital LLC 0.01% Reduce -95.7% 10,780 $1.0M
Thor Investment Management Inc. /Oh/ 0.62% Add +0.3% 10,770 $1.0M
Capital Advantage, Inc. 0.15% Reduce -2.9% 10,768 $1.0M
Navellier & Associates Inc. 0.10% Add +39.7% 10,755 $1.0M
Eschler Asset Management LLP 0.76% New 10,724 $1.0M
Gladstone Institutional Advisory LLC 0.04% Add +76.4% 10,694 $1.0M
Independence Bank of Kentucky 0.13% Reduce -22.5% 10,639 $1.0M
Northcape Wealth Management, LLC 0.30% No change 10,637 $1.0M
Invictus Private Wealth, LLC 0.06% No change 10,529 $1.0M
Mizuho Markets Americas LLC 0.02% New 10,500 $1.0M
Cordgrass Capital Advisors, LLC 0.25% Add +4.3% 10,482 $1.0M
Moseley Investment Management Inc. 0.30% No change 10,439 $997K
Harvest Fund Management Co., Ltd 0.04% Add +55.1% 10,394 $992K
Advisor OS, LLC 0.09% Add +4.4% 10,365 $990K
TOWER TRUST & INVESTMENT Co 0.66% Reduce -0.9% 10,291 $982K
Figure 8 Investment Strategies LLC 0.87% Add +1.0% 10,224 $976K
PDS Planning, Inc 0.07% Add +6.7% 10,220 $976K
Navalign, LLC 0.26% Reduce -2.1% 10,214 $975K
Kanawha Capital Management LLC 0.07% Reduce -19.3% 10,182 $972K
Circle Wealth Management, LLC 0.02% Add +4.7% 10,179 $972K
Silvercrest Asset Management Group LLC 0.01% No change 10,091 $963K
Variant Private Wealth, LLC 0.89% Reduce -1.2% 10,085 $963K
Hutchens & Kramer Investment Management Group, LLC 0.38% Reduce -5.4% 10,083 $963K
American Money Management, LLC 0.16% Add +0.3% 10,049 $959K
Advisors Asset Management, Inc. 0.02% Reduce -19.9% 10,020 $957K
BigSur Wealth Management LLC 0.23% No change 10,000 $955K
Edmond DE Rothschild Holding S.A. 0.01% No change 10,000 $955K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% New 10,080 $954K
Pure Financial Advisors, LLC 0.02% Add +2.5% 9,985 $953K
Colton Groome Financial Advisors, LLC 0.29% Add +2.5% 9,975 $952K
Novem Group 0.11% Add +4.1% 9,903 $945K
Balboa Wealth Partners 0.16% Reduce -11.8% 9,862 $942K
Ironwood Financial, llc 0.17% No change 9,802 $936K
Syon Capital LLC 0.05% Add +103.7% 9,780 $934K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +1.5% 9,778 $934K
Canandaigua National Trust Co of Florida 0.74% Reduce -5.9% 9,746 $930K
Hillsdale Investment Management Inc. 0.03% New 9,680 $924K
Erste Asset Management GmbH 0.01% Reduce -90.4% 9,529 $923K
Matisse Capital 0.41% Reduce -19.9% 9,625 $919K
PFG Advisors 0.04% Reduce -99.5% 9,625 $919K
Leonard Rickey Investment Advisors P.L.L.C. 0.17% Add +5.8% 9,535 $910K
Trust Co. of Toledo NA 0.09% Add +7.8% 9,530 $910K
Kestra Private Wealth Services, LLC 0.01% Add +0.7% 9,521 $909K
Legacy Capital Group California, Inc. 0.23% New 9,520 $909K
Nilsine Partners, LLC 0.08% Add +5.1% 9,469 $904K
Sage Mountain Advisors LLC 0.05% Reduce -5.0% 9,461 $903K
SeaCrest Wealth Management, LLC 0.10% Add +5.6% 9,618 $902K
Sax Wealth Advisors, LLC 0.05% Add +7.2% 9,424 $900K
Hedges Asset Management LLC 0.69% Reduce -1.1% 9,400 $897K
Kirtland Hills Capital Management, LLC 0.35% Reduce -0.1% 9,392 $897K
Integrated Quantitative Investments LLC 0.25% Reduce -34.0% 9,370 $895K
Herold Advisors, Inc. 0.21% Add +17.6% 9,355 $893K
Crumly & Associates Inc. 0.19% Add +3.0% 9,302 $888K
Venture Visionary Partners LLC 0.03% Add +3.8% 9,293 $887K
Hohimer Wealth Management, LLC 0.12% Reduce -1.5% 9,250 $883K
CreativeOne Wealth, LLC 0.02% Add +11.0% 9,150 $874K
RiverFront Investment Group, LLC 0.02% Reduce -0.6% 9,114 $870K
Premier Path Wealth Partners, LLC 0.11% Add +3.9% 9,076 $866K
One Capital Management, LLC 0.03% Reduce -1.4% 9,025 $862K
Kearns & Associates LLC 0.46% No change 9,000 $859K
Joel Isaacson & Co., LLC 0.03% Add +20.2% 8,968 $856K
EntryPoint Capital, LLC 0.33% New 8,968 $856K
Canvas Wealth Advisors, LLC 0.16% Reduce -0.4% 9,070 $853K
Sutton Place Investors LLC 0.49% Add +0.7% 8,918 $851K
Manchester Financial Inc. 0.17% Reduce -0.8% 8,884 $848K
Main Street Financial Solutions, LLC 0.05% Add +29.7% 8,856 $846K
Osborne Partners Capital Management, LLC 0.04% Add +2.5% 8,848 $845K
Regatta Capital Group, LLC 0.13% Reduce -8.1% 8,848 $845K
Keel Point, LLC 0.05% Add +1.6% 8,837 $844K
Weaver Capital Management LLC 0.18% Reduce -2.3% 8,824 $842K
Journey Strategic Wealth LLC 0.02% Add +13.7% 8,785 $839K
Advyzon Investment Management, LLC 0.14% Add +141.8% 8,781 $838K
Angeles Wealth Management, LLC 0.05% Reduce -0.4% 8,776 $838K
Keebeck Wealth Management 0.10% Add +8.1% 8,767 $837K
Capital Investment Advisors, LLC 0.01% Reduce -37.0% 8,725 $833K
Quadcap Wealth Management, LLC 0.10% Add +0.2% 8,679 $829K
Freestone Capital Holdings, LLC 0.03% Add +53.1% 8,672 $828K
Alta Advisers Ltd 0.25% No change 8,670 $828K
Boston Trust Walden Corp 0.01% No change 8,670 $828K
Mangrove Partners Im, LLC 0.07% New 8,659 $827K
N.E.W. Advisory Services LLC 0.07% Add +0.0% 8,637 $825K
St Germain D J Co. Inc. 0.03% Reduce -0.2% 8,623 $823K
TCI Wealth Advisors, Inc. 0.05% Reduce -32.7% 8,615 $823K
Cypress Wealth Services, LLC 0.13% Add +0.1% 8,611 $822K
Avondale Wealth Management 0.44% No change 8,600 $821K
Fulton Bank, N.A. 0.03% Add +3.0% 8,572 $818K
SkyView Investment Advisors, LLC 0.10% Reduce -1.7% 8,539 $815K
Fidelis Capital Partners, LLC 0.06% Add +5.3% 8,519 $813K
Belpointe Asset Management LLC 0.03% Add +38.5% 8,506 $812K
HMV Wealth Advisors, LLC 0.45% No change 8,491 $811K
GTS Securities LLC 0.03% Add +89.8% 8,484 $810K
Wealthcare Advisory Partners LLC 0.02% Add +0.9% 8,473 $809K
Viawealth, LLC 0.44% Reduce -9.0% 8,380 $800K
Neo Ivy Capital Management 0.20% New 8,380 $800K
Ridgewood Investments LLC 0.34% Reduce -12.1% 8,377 $800K
Oregon Pacific Wealth Management, LLC 0.69% Reduce -0.8% 8,357 $798K
AlphaQuest LLC 0.05% Add +21.2% 8,346 $797K
Ramirez Asset Management, Inc. 0.11% New 8,268 $789K
Founders Financial Securities LLC 0.05% Reduce -3.8% 8,246 $787K
iSAM Funds (UK) Ltd 0.16% Reduce -12.7% 8,241 $787K
Ninety One SA (Pty) Ltd 0.04% New 8,199 $785K
Parkside Financial Bank & Trust 0.06% Add +1.9% 8,216 $784K
Klingman & Associates, LLC 0.04% Reduce -3.9% 8,199 $783K
Jericho Financial, LLP 0.47% Reduce -8.1% 8,161 $779K
L2 Asset Management, LLC 0.11% Add +5.4% 8,083 $772K
Townsquare Capital LLC 0.12% Reduce -25.7% 8,051 $769K
Mitchell Sinkler & Starr 0.35% Reduce -1.2% 8,042 $768K
Kennebec Savings Bank 0.70% Reduce -16.6% 8,037 $767K
MassMutual Private Wealth & Trust, FSB 0.02% Add +22.8% 8,024 $766K
Okabena Investment Services Inc. 0.15% Reduce -34.5% 8,006 $764K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -1.2% 7,979 $762K
West Family Investments, Inc. 0.17% Add +1.0% 7,939 $758K
Agf Management Ltd. 0.00% Reduce -51.3% 7,900 $754K
Ethos Financial Group, LLC 0.06% Reduce -5.8% 7,899 $754K
Bragg Financial Advisors, Inc 0.02% Add +14.0% 7,891 $753K
Compass Advisory Group LLC 0.21% No change 7,875 $752K
Tred Avon Family Wealth, LLC 0.26% — 7,861 $750K
Boltwood Capital Management 0.20% Add +0.9% 7,851 $750K
Pitcairn Co. 0.06% Reduce -21.3% 7,800 $745K
Turtle Creek Wealth Advisors, LLC 0.07% Add +48.2% 7,799 $745K
Apriem Advisors 0.07% Reduce -6.5% 7,798 $744K
Arq Wealth Advisors, LLC 0.22% New 7,785 $743K
Citizens National Bank Trust Department 0.13% Reduce -3.5% 7,785 $743K
First Western Trust Bank 0.03% Reduce -1.5% 7,781 $743K
CVA Family Office, LLC 0.10% Add +0.0% 7,775 $742K
44 Wealth Management LLC 0.25% Reduce -30.0% 7,727 $738K
Lyell Wealth Management, LP 0.05% No change 7,713 $736K
Athena Investment Management 0.38% No change 7,708 $736K
Empirical Asset Management, LLC 0.20% New 26,678 $735K
Western Wealth Management, LLC 0.04% Reduce -1.6% 7,694 $735K
Mission Wealth Management, LP 0.01% Add +14.8% 7,660 $731K
Transcend Capital Advisors, LLC 0.05% Add +12.0% 7,628 $728K
Clarius Group, LLC 0.04% Reduce -29.4% 7,627 $728K
Harbour Investments, Inc. 0.02% Add +0.3% 7,620 $727K
LCNB Corp. 0.25% No change 7,609 $726K
One Wealth Advisors, LLC 0.09% Reduce -0.1% 7,576 $723K
Astoria Portfolio Advisors LLC. 0.19% Add +74.5% 7,645 $717K
Old Port Advisors 0.18% Reduce -2.0% 7,508 $717K
Silver Oak Securities, Incorporated 0.05% Add +83.2% 7,499 $716K
IHT Wealth Management, LLC 0.02% Add +4.0% 7,488 $715K
Accredited Investors Inc. 0.04% Add +2.8% 7,432 $710K
Lee Danner & Bass Inc. 0.05% New 7,419 $708K
First National Advisers, LLC 0.10% No change 7,413 $708K
Heritage Wealth Management, Inc. 0.21% Reduce -0.1% 7,408 $707K
Trust Point Inc. 0.06% Add +0.3% 7,406 $707K
Jackson Creek Investment Advisors LLC 0.20% Reduce -5.0% 7,338 $701K
Burling Wealth Partners, LLC 0.12% No change 7,339 $701K
Integral Investment Advisors, Inc. 0.19% No change 7,300 $697K
Kingswood Wealth Advisors, LLC 0.04% Reduce -18.7% 7,285 $695K
Neville Rodie & Shaw Inc. 0.05% Add +3.3% 7,280 $695K
Bahl & Gaynor LLC 0.00% Add +0.2% 7,255 $693K
Mather Group, Llc. 0.01% Add +8.9% 7,226 $690K
Gemmer Asset Management LLC 0.06% Reduce -27.8% 7,188 $686K
Benjamin Edwards Inc. 0.01% Add +1.9% 7,170 $684K
Unified Investment Management 0.68% Reduce -7.7% 7,158 $683K
Inscription Capital, LLC 0.07% Add +141.1% 7,151 $683K
Rehmann Capital Advisory Group 0.04% Add +8.0% 7,120 $680K
Kathmere Capital Management, LLC 0.05% Add +15.2% 7,087 $677K
PFG Investments, LLC 0.04% Add +18.7% 7,066 $675K
Avalon Trust Co 0.04% Add +0.6% 7,040 $672K
CMG Global Holdings, LLC 0.33% Add +0.2% 7,121 $672K
Unique Wealth Strategies, LLC 0.26% Reduce -5.3% 7,028 $671K
Noble Wealth Management PBC 0.36% — 7,025 $671K
Naviter Wealth, LLC 0.08% Add +0.9% 7,011 $669K
Ellevest, Inc. 0.10% Reduce -2.2% 7,001 $668K
Stokes Family Office, LLC 0.06% Reduce -3.4% 6,968 $665K
Cozad Asset Management Inc. 0.05% Add +0.0% 6,926 $661K
Intrust Bank NA 0.05% No change 6,915 $660K
Quantbot Technologies LP 0.02% Reduce -90.8% 6,902 $659K
MJP Associates Inc. 0.09% Reduce -2.8% 6,902 $659K
Mogy Joel R Investment Counsel Inc. 0.04% No change 6,897 $658K
Pointe Capital Management LLC 0.32% No change 6,884 $657K
Kera Capital Partners, Inc. 0.10% Add +190.0% 6,881 $657K
RW Investment Management LLC 0.07% Reduce -3.6% 6,865 $655K
International Assets Investment Management, LLC 0.05% No change 7,175 $654K
Auxier Asset Management LLC 0.09% No change 6,850 $654K
Platform Technology Partners 0.16% Reduce -4.5% 6,847 $654K
Garrison Point Advisors, LLC 0.27% Reduce -0.6% 6,815 $651K
Modern Wealth Management, LLC 0.01% Reduce -18.2% 6,811 $650K
MCF Advisors LLC 0.04% Add +0.9% 6,783 $648K
Bridgewater Advisors Inc. 0.04% Add +5.3% 6,859 $646K
Traynor Capital Management, Inc. 0.04% Reduce -4.9% 6,768 $646K
Mayflower Financial Advisors, LLC 0.08% Add +0.5% 6,763 $646K
Arcataur Capital Management LLC 0.19% Reduce -1.2% 6,758 $645K
Secured Retirement Advisors, LLC 0.36% Reduce -38.5% 6,758 $645K
Axq Capital, LP 0.25% Reduce -28.0% 6,752 $645K
Defined Wealth Management, LLC 0.37% Add +0.1% 6,741 $644K
Palacios Wealth Management, LLC 0.42% Add +7.0% 6,723 $642K
Bank of Marin 0.45% Add +3.9% 6,711 $641K
Independent Financial Group, LLC 0.02% Add +0.4% 6,709 $641K
TAGStone Capital, Inc. 0.25% Add +0.2% 6,697 $639K
Prosperity Wealth Management, Inc. 0.22% Add +5.3% 6,659 $636K
5T Wealth, LLC 0.28% Add +0.1% 6,634 $633K
Cassaday & Co Wealth Management LLC 0.01% Add +1.1% 6,587 $629K
Coign Capital Advisors LLC 0.35% New 6,581 $628K
Carson Advisory Inc. 0.34% No change 6,557 $626K
Aspetuck Financial Management LLC 0.43% Reduce -0.4% 6,552 $626K
Orser Capital Management, LLC 0.33% New 6,550 $625K
Fiduciary Trust Co 0.01% Add +9.7% 6,543 $625K
Sowell Financial Services LLC 0.02% Reduce -4.5% 6,539 $624K
Sunpointe, LLC 0.23% Add +38.7% 6,535 $624K
Sfmg, LLC 0.04% Add +3.2% 6,528 $623K
TD Waterhouse Canada Inc. 0.00% Add +245.5% 6,741 $622K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -0.2% 6,479 $619K
Centurion Wealth Management LLC 0.14% Add +2.6% 6,462 $617K
Client 1ST Advisory Group, LLC 0.20% Add +50.8% 6,452 $616K
Marathon Mission, Inc. 0.36% Reduce -1.1% 6,368 $608K
Waddell & Associates, LLC 0.05% Add +19.6% 6,367 $608K
Calamos Wealth Management LLC 0.02% New 6,363 $607K
Ameritas Advisory Services, LLC 0.04% Reduce -20.4% 6,333 $605K
Lazari Capital Management, Inc. 0.20% Add +0.1% 6,311 $603K
Family Legacy, Inc. 0.18% No change 6,300 $601K
Quotient Wealth Partners, LLC 0.02% Add +2.5% 6,281 $600K
Sweeney & Michel, LLC 0.20% Add +0.2% 6,520 $600K
BSW Wealth Partners 0.07% Add +15.3% 6,258 $597K
New Hampshire Trust 0.12% No change 6,240 $596K
Strategic Financial Services, Inc. 0.03% Add +0.2% 6,199 $592K
Fiduciary Alliance LLC 0.04% Add +21.8% 6,130 $585K
RMR Wealth Builders 0.05% Reduce -20.9% 6,119 $584K
USA Financial Formulas 0.10% Reduce -38.2% 6,096 $582K
Armstrong Henry H Associates Inc. 0.05% No change 6,091 $582K
Baader Bank Aktiengesellschaft 0.05% New 6,096 $581K
Alpha Family Trust 0.27% No change 6,070 $580K
Principle Wealth Partners LLC 0.03% Add +1.6% 5,984 $571K
Avidian Wealth Enterprises, LLC 0.02% Add +10.5% 5,984 $571K
Relyea Zuckerberg Hanson LLC 0.06% Add +0.5% 5,980 $571K
Vicus Capital 0.04% New 5,955 $569K
Mason & Associates Inc 0.11% Reduce -4.8% 5,932 $566K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 5,928 $566K
Cornerstone Wealth Management, LLC 0.03% Reduce -8.2% 5,924 $566K
Crescent Grove Advisors, LLC 0.05% Reduce -4.0% 5,920 $565K
Polymer Capital Management (US) LLC 0.07% Add +23.5% 5,911 $564K
SouthState Bank Corp 0.03% Reduce -0.9% 5,902 $563K
SS&H Financial Advisors, Inc. 0.17% No change 5,899 $563K
Heartland Bank & Trust Co 0.23% Reduce -1.1% 5,893 $563K
MRWM Advisors, LLC 0.32% New 5,879 $561K
Childress Capital Advisors, LLC 0.10% Add +20.0% 5,875 $561K
Oxford Asset Management LLP 0.18% New 5,870 $560K
KMG Fiduciary Partners, LLC 0.04% Add +1.0% 5,856 $559K
Journey Advisory Group, LLC 0.04% Add +2.6% 5,844 $558K
WNY Asset Management, LLC 0.05% Reduce -7.7% 5,843 $558K
Sivia Capital Partners, LLC 0.16% Add +28.0% 5,829 $556K
Voisard Asset Management Group, Inc. 0.13% Add +0.4% 5,828 $556K
Gryphon Financial Partners LLC 0.06% Add +12.8% 5,828 $556K
Monograph Wealth Advisors, LLC 0.06% Reduce -0.1% 5,818 $555K
NINE MASTS CAPITAL Ltd 0.25% Reduce -30.5% 5,809 $555K
Beta Wealth Group, Inc. 0.22% Reduce -17.1% 5,807 $554K
WESPAC Advisors SoCal, LLC 0.11% No change 5,805 $554K
Intrepid Financial Planning Group LLC 0.21% Reduce -7.9% 5,802 $554K
Ridgecrest Wealth Partners, LLC 0.25% Add +0.3% 5,783 $552K
Plante Moran Financial Advisors, LLC 0.03% Reduce -0.2% 5,766 $550K
Sand Hill Global Advisors, LLC 0.02% No change 5,748 $549K
Diligent Investors, LLC 0.14% No change 5,735 $548K
Optas, LLC 0.09% Add +5.9% 5,728 $547K
Icon Wealth Advisors, LLC 0.04% Reduce -0.3% 5,715 $546K
BayBridge Capital Group, LLC 0.35% Reduce -19.7% 5,707 $545K
United Advisor Group, LLC 0.07% New 5,692 $543K
JTC Employer Solutions Trustee Ltd 0.05% No change 5,670 $541K
Severin Investments, LLC 0.48% New 5,654 $540K
Zions Bancorporation, National Association 0.03% Add +97.9% 5,652 $540K
Commonwealth Retirement Investments LLC 0.18% Reduce -9.7% 5,649 $539K
Kingsview Wealth Management, LLC 0.01% Add +1.2% 5,647 $539K
Wesbanco Bank Inc. 0.01% Add +0.1% 5,631 $538K
Avalon Capital Management 0.13% Reduce -0.8% 5,630 $538K
Rosenberg Matthew Hamilton 0.12% No change 5,618 $536K
Delta Investment Management, LLC 0.10% Add +6.2% 5,613 $536K
Catalyst Funds Management Pty Ltd 0.08% New 5,600 $535K
Private Trust Co. NA 0.05% Add +8.2% 5,585 $533K
Douglass Winthrop Advisors, LLC 0.01% Add +28.0% 5,574 $532K
Zacks Investment Management 0.00% New 5,560 $531K
First National Bank of Omaha 0.03% Add +4.5% 5,541 $529K
Alliance Wealth Advisors, LLC 0.12% Add +0.1% 5,536 $529K
J. Team Financial, Inc. 0.53% — 5,510 $526K
Versor Investments LP 0.10% New 5,500 $525K
Greykasell Wealth Strategies, Inc. 0.22% No change 5,488 $524K
Revisor Wealth Management LLC 0.18% Reduce -3.2% 5,572 $524K
KRS Capital Management, LLC 0.32% Add +0.1% 5,481 $523K
Apexium Financial, LP 0.03% Add +0.0% 5,474 $523K
Sompo Asset Management Co., Ltd. 0.09% Reduce -29.1% 5,470 $522K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -0.5% 5,463 $522K
Addison Advisors LLC 0.12% No change 5,455 $521K
Yarbrough Capital, LLC 0.02% No change 5,454 $521K
Octavia Wealth Advisors, LLC 0.05% Reduce -4.3% 5,448 $520K
Accurate Wealth Management, LLC 0.07% Add +0.3% 5,556 $519K
Ledyard National Bank 0.05% No change 5,416 $517K
Western Pacific Wealth Management, LP 0.50% No change 5,415 $517K
Tempus Wealth Planning, LLC 0.12% Reduce -4.7% 5,412 $517K
Cromwell Holdings LLC 0.27% No change 5,381 $514K
Dagco, Inc. 0.13% No change 5,375 $513K
WealthPlan Investment Management, LLC 0.03% Add +5.3% 5,364 $512K
Quadrant Private Wealth Management, LLC 0.09% Add +2.3% 5,325 $508K
Kelleher Financial Advisors 0.13% New 5,313 $507K
Parcion Private Wealth LLC 0.03% Add +15.7% 5,305 $506K
Burke & Herbert Bank & Trust Co. 0.11% No change 5,300 $506K
Sciencast Management LP 0.09% Reduce -88.1% 5,299 $506K
Legacy Capital Wealth Partners, LLC 0.11% Add +1.3% 5,298 $506K
Fi3 FINANCIAL ADVISORS, LLC 0.17% Reduce -0.9% 5,293 $505K
Tilson Financial Group, Inc. 0.17% Add +136.4% 5,288 $505K
Waterloo Capital, L.P. 0.04% Reduce -12.8% 5,284 $504K
Aviso Financial Inc. 0.02% Reduce -8.7% 5,265 $503K
Keyvantage Wealth, LLC 0.21% Reduce -0.5% 5,257 $502K
Eaton Financial Holdings Company, LLC 0.14% Reduce -42.4% 5,255 $502K
Trace Wealth Advisors, LLC 0.37% No change 5,200 $496K
Gries Financial LLC 0.08% Add +31.1% 5,197 $496K
Trek Financial, LLC 0.03% Add +7.6% 5,180 $495K
Williams Jones Wealth Management, LLC. 0.01% Reduce -2.9% 5,177 $494K
James Investment Research, Inc. 0.05% No change 5,154 $492K
Rovin Capital /Ut/ 0.14% Reduce -5.3% 5,154 $492K
River Wealth Advisors LLC 0.06% Reduce -5.0% 5,148 $492K
Versant Capital Management, Inc 0.07% Add +9.2% 5,137 $490K
Meridian Wealth Management, LLC 0.02% Add +1.3% 5,135 $490K
Soltis Investment Advisors LLC 0.03% Add +9.6% 5,120 $489K
Alliance Wealth Advisors, LLC 0.24% Add +0.8% 5,078 $485K
Sky Investment Group LLC 0.08% Reduce -2.9% 5,070 $484K
Lountzis Asset Management, LLC 0.16% Reduce -2.0% 5,062 $483K
BBR Partners, LLC 0.03% Add +1.0% 5,052 $482K
Hazlett, Burt & Watson, Inc. 0.17% Add +52.8% 5,035 $479K
Viewpoint Capital Management LLC 0.21% No change 5,000 $477K
Integrity Alliance, Llc. 0.02% Reduce -30.8% 4,992 $477K
Operose Advisors LLC 0.12% Reduce -7.8% 4,938 $471K
KLCM Advisors, Inc. 0.05% Add +19.2% 4,929 $471K
Evermay Wealth Management LLC 0.05% Add +0.0% 4,919 $470K
Hopwood Financial Services, Inc. 0.31% No change 4,906 $468K
Optimize Financial Inc. 0.24% New 4,896 $467K
Enzi Wealth 0.16% Add +0.1% 5,003 $467K
Broyhill Asset Management, LLC 0.41% No change 4,895 $467K
Aljian Capital Management, LLC 0.09% Add +0.1% 4,888 $467K
Advisory Alpha, LLC 0.01% Reduce -4.7% 5,010 $465K
Ferguson Wellman Capital Management, Inc. 0.01% Add +80.8% 4,864 $464K
SteelPeak Wealth, LLC 0.02% Add +75.2% 4,850 $463K
Smith Thornton Advisors LLC 0.24% Add +5.8% 4,848 $463K
Oakworth Capital, Inc. 0.03% Add +89.5% 4,848 $463K
Cannell & Spears LLC 0.01% Reduce -0.3% 4,820 $460K
Trillium Asset Management, LLC 0.01% Reduce -1.3% 4,817 $460K
Capula Management Ltd 0.00% New 4,806 $459K
AlphaCore Capital LLC 0.02% Add +14.3% 4,805 $459K
Impact Capital Partners LLC 0.14% Reduce -29.3% 4,802 $458K
Moss Adams Wealth Advisors LLC 0.04% Add +3.5% 4,786 $457K
Coastwise Capital Group, LLC 0.32% Add +0.2% 4,759 $454K
Telos Capital Management, Inc. 0.04% Reduce -12.7% 4,743 $453K
Wolverine Trading, LLC 0.01% Reduce -96.7% 4,652 $451K
Princeton Capital Management LLC 0.12% Reduce -0.1% 4,692 $448K
Wrapmanager Inc. 0.14% Reduce -16.4% 4,667 $446K
Old Mission Investment Co LLC 0.11% Add +0.5% 4,665 $445K
Howard Bailey Securities, LLC 0.13% Reduce -34.1% 4,663 $445K
Welch & Forbes LLC 0.01% No change 4,657 $445K
SCS Capital Management LLC 0.00% Reduce -68.0% 4,656 $444K
Tactive Advisors, LLC 0.13% Reduce -4.8% 4,653 $444K
Orca Investment Management, LLC 0.36% No change 4,641 $443K
Quarry LP 0.12% Add +299.3% 4,616 $441K
Arete Wealth Advisors, LLC 0.03% Add +3.4% 4,611 $440K
Colonial River Investments, LLC 0.16% Add +2.3% 4,549 $434K
Bernard Wealth Management Corp. 0.18% No change 4,544 $434K
Sonora Investment Management Group, LLC 0.03% Reduce -2.0% 4,543 $434K
Eagle Wealth Strategies LLC 0.21% Reduce -4.1% 4,512 $431K
Lester Murray Antman dba SimplyRich 0.12% No change 4,510 $430K
Westmount Partners, LLC 0.11% Add +0.2% 4,642 $428K
RVW Wealth, LLC 0.03% Reduce -0.5% 4,484 $428K
Shum Financial Group, Inc. 0.32% — 4,482 $428K
Opal Wealth Advisors, LLC 0.12% Add +3.4% 4,473 $427K
Avantax Planning Partners, Inc. 0.01% Reduce -5.0% 4,471 $427K
CoreCap Advisors, LLC 0.02% Add +5.0% 4,459 $426K
Peoples Bank 0.42% Reduce -7.8% 4,433 $423K
Full Sail Capital, LLC 0.02% Add +37.5% 4,424 $422K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +163.2% 4,400 $419K
LBMC Investment Advisors, LLC 0.03% No change 4,388 $419K
Caerus Investment Advisors, LLC 0.17% New 4,377 $418K
WealthPLAN Partners, LLC 0.06% Reduce -0.7% 4,345 $415K
LexAurum Advisors, LLC 0.06% Reduce -5.3% 4,324 $413K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.8% 4,322 $413K
Diversify Wealth Management, LLC 0.02% Reduce -0.6% 4,412 $411K
Summit Wealth & Retirement Planning, Inc. 0.10% Add +0.1% 4,303 $411K
Semus Wealth Partners LLC 0.23% Add +0.3% 4,281 $409K
Acropolis Investment Management, LLC 0.02% New 4,466 $407K
Gibbs Wealth Management 0.09% Reduce -8.0% 4,267 $407K
Greenfield Savings Bank 0.17% New 4,249 $406K
Catalyst Private Wealth, LLC 0.18% Add +0.7% 4,247 $405K
Souders Financial Advisors 0.05% Add +1.8% 4,243 $405K
Fielder Capital Group LLC 0.09% Add +0.1% 4,243 $405K
Sentry Investment Management LLC 0.27% New 4,320 $405K
Signature Estate & Investment Advisors LLC 0.01% Reduce -34.8% 4,233 $404K
Cary Street Partners Investment Advisory LLC 0.17% Add +1.3% 4,224 $403K
Opinicus Capital, Inc. 0.28% Reduce -8.4% 4,210 $402K
Laffer Tengler Investments, Inc. 0.08% Add +4.4% 4,202 $401K
Aberdeen Wealth Management LLC 0.25% Add +0.0% 4,199 $401K
Brookwood Investment Group LLC 0.05% Add +15.9% 4,182 $399K
Stonegate Investment Group, LLC 0.01% Reduce -21.0% 4,167 $398K
Aprio Wealth Management, LLC 0.04% Add +20.5% 4,160 $397K
Clearview Wealth Advisors LLC 0.25% Reduce -2.6% 4,158 $397K
Trust Co of the South 0.07% Add +1.4% 4,146 $396K
SBI Securities Co., Ltd. 0.01% Add +88.0% 4,122 $394K
Investors Asset Management of Georgia Inc. /Ga/ 0.17% Reduce -1.1% 4,122 $393K
Oxinas Partners, LLC 0.21% Add +0.1% 4,089 $390K
CYBER HORNET ETFs LLC 0.25% Add +3.9% 4,087 $390K
CNB Bank 0.16% Reduce -1.4% 4,084 $390K
Up Strategic Wealth Investment Advisors LLC 0.29% Reduce -0.1% 4,122 $389K
Affinity Capital Advisors, LLC 0.06% No change 4,164 $386K
Almanack Investment Partners, LLC. 0.06% Add +62.8% 4,037 $385K
Simplicity Wealth,LLC 0.02% Reduce -63.4% 4,028 $385K
Principia Wealth Advisory, LLC 0.27% Add +0.3% 4,027 $384K
Caxton Associates LLP 0.01% Add +23.1% 4,023 $384K
CFO4Life Group, LLC 0.06% Reduce -4.0% 4,014 $383K
Sanders Morris Harris LLC 0.05% Add +33.3% 4,000 $382K
Level Four Advisory Services, LLC 0.01% Reduce -3.5% 3,998 $382K
Interchange Capital Partners, LLC 0.07% Add +75.0% 3,992 $381K
Nova R Wealth, Inc. 0.16% Add +1.1% 3,979 $380K
Mission Creek Capital Partners, Inc. 0.07% Add +3.0% 3,975 $379K
Romano Brothers and Company 0.04% No change 3,974 $379K
HHM Wealth Advisors, LLC 0.04% Reduce -7.8% 3,965 $379K
CHICAGO TRUST Co NA 0.05% Add +20.9% 3,965 $379K
Godsey & Gibb, Inc. 0.03% New 3,964 $378K
Faithward Advisors, LLC 0.06% Add +0.3% 3,959 $378K
Ariston Services Group 0.23% No change 3,958 $378K
Essex LLC 0.07% Reduce -2.3% 3,958 $378K
Van Strum & Towne Inc. 0.11% No change 3,950 $377K
Biltmore Family Office, LLC 0.05% Add +0.9% 3,941 $376K
First Business Financial Services, Inc. 0.03% No change 3,931 $375K
Fox Run Management, L.L.C. 0.06% New 3,921 $374K
Clear Creek Financial Management, LLC 0.03% Add +56.9% 3,920 $374K
Florida Financial Advisors, LLC 0.12% Reduce -43.9% 3,904 $373K
Klingenstein Fields & Co. LP 0.01% No change 3,895 $372K
American Institute for Advanced Investment Management, LLP 0.24% Reduce -0.6% 3,893 $372K
Triumph Capital Management 0.10% Reduce -0.2% 3,888 $371K
First Horizon Corp. 0.02% — 3,883 $371K
Opus Capital Group, LLC 0.04% No change 3,875 $370K
Rothschild Capital Partners, LLC 0.09% No change 3,860 $369K
Berger Financial Group, Inc 0.02% Add +1.6% 3,847 $367K
Ashton Thomas Securities, LLC 0.05% New 3,847 $367K
Fiduciary Family Office, LLC 0.10% Reduce -14.5% 3,832 $366K
Leonteq Securities AG 0.02% Add +126.8% 3,822 $365K
Jackson Thornton Wealth Management, LLC 0.04% New 3,869 $363K
Purus Wealth Management, LLC 0.12% Reduce -2.1% 3,787 $362K
Baron Wealth Management LLC 0.12% Reduce -4.6% 3,771 $360K
Accuvest Global Advisors 0.22% New 3,760 $359K
Marks Group Wealth Management, Inc 0.03% No change 3,755 $358K
Penserra Capital Management LLC 0.00% Add +39.1% 3,759 $358K
Studio Investment Management LLC 0.07% Reduce -3.0% 3,745 $358K
Denver PWM, LLC 0.11% No change 3,915 $357K
First Financial Bankshares Inc 0.01% Add +43.2% 3,732 $356K
Cornerstone Wealth Group, LLC 0.02% Add +13.2% 3,732 $356K
Venturi Wealth Management, LLC 0.02% Add +38.6% 3,718 $355K
Quantum Financial Advisors, LLC 0.04% No change 3,687 $352K
Founders Capital Management 0.19% No change 3,680 $351K
TriaGen Wealth Management LLC 0.09% Reduce -2.8% 3,677 $351K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +10.9% 3,676 $351K
Broadway Wealth Solutions, Inc. 0.20% Add +3.4% 3,665 $350K
Cohen Klingenstein LLC 0.01% No change 3,660 $349K
Abacus Planning Group, Inc. 0.05% No change 3,649 $348K
Retirement Planning Co of New England, Inc. 0.14% Add +1.2% 3,645 $348K
Phoenix Financial Ltd. 0.00% Reduce -37.4% 3,643 $348K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -6.3% 3,637 $347K
RAM Investment Partners, LLC 0.07% Add +2.8% 3,634 $347K
Seven Mile Advisory 0.06% New 3,622 $346K
Requisite Capital Management, LLC 0.06% New 3,610 $345K
Sherbrooke Park Advisers LLC 0.16% New 3,562 $340K
Rothschild Wealth LLC 0.07% Add +18.5% 3,554 $339K
Marathon Trading Investment Management LLC 0.15% New 3,550 $339K
Bison Wealth, LLC 0.03% Add +10.4% 3,620 $337K
First Interstate Bank 0.02% No change 3,531 $337K
Private Client Services, LLC 0.11% Add +0.1% 3,530 $337K
Westshore Wealth, LLC 0.12% Reduce -6.0% 3,528 $337K
Capital Management Associates, Inc 0.09% Reduce -12.9% 3,521 $336K
Brave Asset Management Inc. 0.08% Add +17.3% 3,505 $335K
Wisconsin Capital Management LLC 0.17% No change 3,500 $334K
Court Place Advisors, LLC 0.10% Reduce -5.4% 3,500 $334K
Rational Advisors, Inc. 0.03% New 3,500 $334K
Edgewood Management LLC 0.00% No change 3,500 $334K
Wellington Shields Capital Management, LLC 0.05% Reduce -2.7% 3,498 $334K
LCM Capital Management Inc 0.16% No change 3,490 $333K
Canal Capital Management, LLC 0.05% Add +7.3% 3,490 $333K
Chilton Investment Co. Inc. 0.01% No change 3,488 $333K
Prosperitas Financial LLC 0.14% Reduce -2.0% 3,462 $331K
Noesis Capital Mangement Corp. 0.05% Add +5.0% 3,461 $330K
Norway Savings Bank 0.16% Reduce -1.8% 3,460 $330K
Peterson Wealth Services 0.08% Reduce -47.2% 1,753 $330K
RDA Financial Network 0.08% Add +17.5% 3,442 $329K
Strategic Blueprint, LLC 0.01% Add +2.4% 3,435 $328K
Exencial Wealth Advisors, LLC 0.01% Add +8.8% 3,430 $327K
Wayfinding Financial, LLC 0.14% No change 3,430 $327K
Foresight Capital Management Advisors, Inc. 0.18% New 3,417 $326K
Red Door Wealth Management, LLC 0.03% Add +10.0% 3,415 $326K
Quent Capital, LLC 0.03% Reduce -1.4% 3,407 $325K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 3,400 $325K
Earned Wealth Advisors, LLC 0.05% New 3,374 $322K
Horizon Bancorp Inc. 0.15% Add +15.9% 3,366 $321K
CWS Financial Advisors, LLC 0.09% Add +0.2% 3,360 $321K
SYM FINANCIAL Corp 0.03% Add +1.6% 3,356 $320K
Physicians Financial Services, Inc. 0.09% No change 3,350 $320K
Everpar Advisors LLC 0.13% Add +2.3% 3,343 $319K
St. Nicholas Private Asset Management, Inc. 0.28% No change 3,330 $318K
Perennial Investment Advisors, LLC 0.03% Reduce -10.0% 3,325 $317K
Marion Wealth Management 0.08% Add +3.3% 3,324 $317K
Marshall & Sterling Wealth Advisors Inc. 0.20% Reduce -6.6% 3,335 $317K
Essential Partners LLC 0.10% Add +4.7% 3,321 $317K
Manchester Capital Management LLC 0.04% Reduce -0.4% 3,310 $316K
Twin Tree Management, LP 0.01% New 3,303 $315K
Delta Financial Advisors LLC 0.09% No change 3,299 $315K
BlackDiamond Wealth Management, LLC 0.17% Add +0.6% 3,288 $314K
Moneco Advisors, LLC 0.03% Add +1.6% 3,282 $313K
LRI Investments, LLC 0.03% Reduce -11.8% 3,271 $312K
Keystone Wealth Services, LLC 0.07% Reduce -5.6% 3,269 $312K
TrueWealth Advisors, LLC 0.08% No change 3,266 $312K
Legacy Private Trust Co. 0.02% No change 3,265 $312K
BOS Asset Management, LLC 0.09% No change 3,257 $311K
Elyxium Wealth, LLC 0.11% Add +35.3% 3,256 $311K
Lodestar Private Asset Management LLC 0.03% Add +0.0% 3,251 $310K
von Borstel & Associates, Inc. 0.05% New 3,248 $310K
Gsa Capital Partners LLP 0.03% Reduce -91.5% 3,242 $310K
Marshall Financial Group, LLC 0.06% Add +3.5% 3,224 $308K
Raab & Moskowitz Asset Management LLC 0.07% Reduce -7.8% 3,221 $308K
Sigma Investment Counselors Inc. 0.02% Add +0.2% 3,205 $306K
Boyar Asset Management Inc. 0.19% Reduce -17.3% 3,205 $306K
Financial Management Professionals, Inc. 0.03% Add +3.2% 3,203 $306K
Highline Wealth Partners LLC 0.08% Add +3.5% 3,200 $306K
SeaBridge Investment Advisors LLC 0.05% Reduce -7.9% 3,190 $305K
Obermeyer Wealth Partners 0.01% Add +2.2% 3,175 $303K
Blodgett Wealth Advisors, LLC 0.21% No change 3,167 $302K
Whalerock Point Partners, LLC 0.06% No change 3,166 $302K
Maridea Wealth Management LLC 0.05% Reduce -38.7% 3,171 $301K
Bluespring Wealth Management, LLC 0.03% Add +0.7% 3,151 $301K
Azimuth Capital Investment Management LLC 0.01% No change 3,149 $301K
Lantz Financial LLC 0.07% Add +2.7% 3,144 $300K
Little House Capital LLC 0.07% Add +0.0% 3,144 $300K
MQS Management LLC 0.17% Add +0.2% 3,141 $300K
Holderness Investments Co. 0.06% Add +21.5% 3,140 $300K
Oarsman Capital, Inc. 0.04% Add +0.0% 3,138 $300K
Deseret Mutual Benefit Administrators 0.13% Add +9.1% 3,136 $299K
Burton Enright Welch 0.05% Add +2.2% 3,135 $299K
Simmons Bank 0.02% New 3,134 $299K
Benin Management CORP 0.07% No change 3,103 $296K
Spartan Planning & Wealth Management 0.23% Reduce -7.5% 3,087 $295K
Regent Peak Wealth Advisors LLC 0.06% — 3,078 $294K
Destiny Wealth Partners, LLC 0.04% Add +0.1% 3,070 $293K
Calton & Associates, Inc. 0.04% Reduce -22.2% 3,070 $293K
Diversified Enterprises, LLC 0.02% Reduce -0.5% 3,061 $292K
Guardian Wealth Advisors, LLC / NC 0.02% Add +2.3% 3,060 $292K
Flagship Harbor Advisors, LLC 0.01% Add +2.0% 3,057 $292K
McAdam, LLC 0.01% Add +28.1% 3,055 $292K
Signature Wealth Management Group 0.11% Reduce -0.4% 3,050 $291K
Ceeto Capital Group, LLC 0.08% Add +42.7% 3,033 $290K
Trustmark Bank Trust Department 0.02% Reduce -14.5% 3,032 $289K
Brio Consultants, LLC 0.04% Add +5.7% 3,028 $289K
Cornerstone Advisory, LLC 0.03% Add +1.1% 3,028 $289K
Tradition Wealth Management, LLC 0.02% Add +0.2% 3,024 $289K
Onyx Bridge Wealth Group LLC 0.03% Add +5.9% 3,020 $288K
Clark Capital Management Group, Inc. 0.00% Add +10.3% 3,012 $288K
Manuka Financial, LLC 0.18% No change 3,000 $286K
Martel Wealth Advisors LLC 0.05% No change 3,000 $286K
Sierra Summit Advisors LLC 0.04% No change 3,000 $286K
Hennessy Advisors Inc. 0.01% No change 3,000 $286K
Austin Private Wealth, LLC 0.02% Reduce -4.4% 2,997 $286K
Kathleen S. Wright Associates Inc. 0.11% No change 3,000 $286K
Chilton Capital Management LLC 0.01% Add +1.4% 2,995 $286K
Steel Grove Capital Advisors, LLC 0.03% No change 3,120 $285K
Wedge Capital Management L L P 0.00% Reduce -2.1% 2,967 $283K
CRA Financial Services, LLC 0.04% Add +1.7% 2,943 $281K
Summit Securities Group LLC 0.09% Add +156.0% 2,941 $281K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +3.9% 2,940 $281K
Stockman Wealth Management, Inc. 0.03% No change 2,935 $280K
Tompkins Financial Corp. 0.02% Reduce -17.0% 2,930 $280K
Wimmer Associates 1, LLC 0.13% No change 2,924 $279K
Beaumont Financial Advisors, LLC 0.02% Add +0.8% 2,914 $278K
Bernardo Wealth Planning LLC 0.05% Add +1.6% 2,913 $278K
Gallagher Fiduciary Advisors, LLC 0.01% Add +13.3% 2,910 $278K
WealthShield Partners, LLC 0.03% Add +2.1% 2,898 $277K
Capital Markets Trading UK LLP 0.28% New 2,891 $276K
Traveka Wealth, LLC 0.12% Add +1.6% 2,886 $276K
ORG Partners LLC 0.05% Add +18.2% 2,883 $275K
Confluence Wealth Services, Inc. 0.01% No change 2,871 $274K
Thrive Wealth Management, LLC 0.04% Reduce -1.4% 2,839 $271K
Central Valley Advisors, LLC 0.08% New 2,838 $271K
Verdence Capital Advisors LLC 0.02% Add +0.7% 2,855 $271K
Root Financial Partners, LLC 0.02% Reduce -3.6% 2,829 $270K
Cypress Capital Group 0.03% No change 2,828 $270K
Pinnacle Bancorp, Inc. 0.08% Reduce -8.5% 2,813 $269K
Steigerwald, Gordon & Koch Inc. 0.03% Add +27.3% 2,807 $268K
LJI Wealth Management, LLC 0.05% No change 2,802 $268K
Tritonpoint Wealth, LLC 0.02% Add +4.1% 2,799 $267K
Allied Investment Advisors, LLC 0.04% New 2,789 $266K
Kovack Advisors, Inc. 0.03% No change 2,787 $266K
LVW Advisors, LLC 0.03% Add +5.1% 2,774 $265K
ARS Wealth Advisors Group, LLC 0.03% Add +3.9% 2,770 $264K
Pine Harbor Wealth Management, LLC 0.08% Add +13.8% 2,763 $264K
Riversedge Advisors, LLC 0.04% New 2,758 $263K
CGN Advisors LLC 0.02% New 2,758 $263K
Patton Fund Management, Inc. 0.05% No change 2,755 $263K
Claro Advisors Inc. 0.04% Reduce -0.4% 2,740 $262K
Straight Path Wealth Management 0.07% No change 2,731 $261K
First Bank & Trust 0.04% New 2,730 $261K
Simon Quick Advisors, LLC 0.01% Add +11.7% 2,725 $260K
Smithfield Trust Co 0.01% No change 2,719 $260K
waypoint wealth counsel 0.10% New 2,718 $260K
Three Bridge Wealth Advisors, LLC 0.07% Reduce -31.5% 2,718 $259K
Sunflower Bank, N.A. 0.06% Add +3.6% 2,707 $258K
W.H. Cornerstone Investments Inc. 0.16% Add +0.3% 2,707 $258K
Wolverine Asset Management LLC 0.02% New 2,700 $258K
Revolve Wealth Partners, LLC 0.03% New 2,694 $257K
Linden Thomas Advisory Services, LLC 0.03% Reduce -1.0% 2,686 $256K
Lifeworks Advisors, LLC 0.03% Add +11.1% 2,678 $256K
O'Keefe Stevens Advisory, Inc. 0.07% No change 2,665 $254K
Mitchell McLeod Pugh & Williams Inc. 0.04% Add +0.0% 2,707 $254K
TRUE Private Wealth Advisors 0.03% Reduce -5.2% 2,647 $253K
Sather Financial Group Inc 0.01% Add +19.2% 2,646 $253K
Broadleaf Partners, LLC 0.05% No change 2,640 $252K
Douglas Lane & Associates, LLC 0.00% Reduce -0.6% 2,637 $252K
Lazard Freres Gestion S.A.S. 0.00% Add +0.0% 2,625 $250K
FAS Wealth Partners, Inc. 0.02% Add +0.5% 2,616 $250K
First Affirmative Financial Network 0.12% Reduce -0.6% 2,615 $250K
Arkfeld Wealth Strategies, L.L.C. 0.09% Add +0.2% 2,645 $249K
Goepper Burkhardt LLC 0.08% No change 2,600 $248K
Olistico Wealth, LLC 0.13% Add +0.0% 2,595 $248K
Invenio Wealth Partners LLC 0.09% Add +5.4% 2,584 $247K
TCV Trust & Wealth Management, Inc. 0.02% No change 2,582 $247K
FSM Wealth Advisors, LLC 0.03% New 2,581 $246K
Siligmueller & Norvid Wealth Advisors LLC 0.11% New 2,573 $246K
Elevation Wealth Partners, LLC 0.09% Add +5.6% 2,571 $245K
D'Orazio & Associates, Inc. 0.03% Add +6.6% 2,567 $245K
Five Oceans Advisors 0.09% Reduce -5.4% 2,560 $244K
Grove Bank & Trust 0.03% Reduce -7.0% 2,554 $244K
Wellspring Financial Advisors, LLC 0.02% New 2,550 $243K
Investments & Financial Planning, LLC 0.13% Add +0.0% 2,549 $243K
Bond & Devick Financial Network, Inc. 0.07% Add +0.3% 2,540 $243K
TFR Capital, LLC. 0.08% Reduce -1.8% 2,533 $242K
Garrett Wealth Advisory Group, LLC 0.05% No change 2,526 $241K
Wood Tarver Financial Group, LLC 0.07% Add +0.2% 2,533 $241K
Pines Wealth Management, LLC 0.08% Reduce -11.8% 2,524 $241K
STAR Financial Bank 0.14% New 2,521 $241K
L. Roy Papp & Associates, LLP 0.03% Add +0.1% 2,520 $241K
B.O.S.S. Retirement Advisors, LLC 0.06% Reduce -8.0% 2,520 $241K
Creative Financial Designs Inc. 0.02% Add +0.2% 2,512 $240K
Teamwork Financial Advisors, LLC 0.03% Add +12.1% 2,509 $239K
Asset Dedication, LLC 0.02% Reduce -11.2% 2,507 $239K
New Wave Wealth Advisors LLC 0.09% Reduce -2.0% 2,506 $239K
Northside Capital Management, LLC 0.02% No change 2,506 $239K
Morse Asset Management, Inc 0.05% Add +2644.0% 2,497 $238K
GW&K Investment Management, LLC 0.00% Add +0.9% 2,493 $238K
Meyer Handelman Co. 0.01% No change 2,492 $238K
New Republic Capital, LLC 0.07% Add +8.0% 2,486 $237K
Grandfield & Dodd, LLC 0.01% No change 2,480 $237K
Morton Community Bank 0.05% Reduce -21.3% 2,500 $236K
Guyasuta Investment Advisors Inc. 0.01% No change 2,472 $236K
Redhawk Wealth Advisors, Inc. 0.03% Add +0.5% 2,471 $236K
Pathway Financial Advisors LLC 0.03% New 2,470 $236K
Limestone Investment Advisors LP 0.11% New 2,460 $235K
Leigh Baldwin & Co., LLC 0.13% Reduce -6.3% 2,459 $235K
Schrum Private Wealth Management LLC 0.17% Reduce -3.9% 2,456 $234K
Cornell Pochily Investment Advisors, Inc. 0.07% Add +7.3% 2,456 $234K
Procyon Advisors, LLC 0.01% Reduce -23.2% 2,448 $234K
Wealthstream Advisors, Inc. 0.04% Reduce -6.5% 2,446 $234K
Foster Group, Inc. 0.01% Add +3.5% 2,432 $232K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Reduce -6.9% 2,427 $232K
Acorn Financial Advisory Services Inc. 0.04% Add +3.0% 2,426 $232K
Rainey & Randall Wealth Advisors Inc. 0.04% Add +0.2% 2,423 $231K
Thoroughbred Financial Services, LLC 0.01% New 2,426 $231K
Bayforest Capital Ltd 0.11% New 2,408 $230K
Coordinated Financial Services, Inc. 0.15% Reduce -17.1% 2,406 $230K
Auxano Advisors, LLC 0.05% Reduce -13.6% 2,400 $229K
Violich Capital Management, Inc. 0.03% No change 2,400 $229K
Avity Investment Management Inc. 0.02% Add +9.1% 2,400 $229K
D.B. Root & Company, LLC 0.06% Add +1.0% 2,399 $229K
Asset Management Group, Inc. 0.04% Add +0.3% 2,395 $229K
ZWJ Investment Counsel Inc. 0.01% Add +4.6% 2,390 $228K
Advus Financial Partners, LLC 0.05% Reduce -10.2% 2,381 $227K
SOA Wealth Advisors, LLC. 0.04% Reduce -4.6% 2,377 $227K
Segment Wealth Management, LLC 0.01% No change 2,376 $227K
First Nebraska Trust Co 0.02% No change 2,373 $227K
Affinity Investment Advisors, LLC 0.15% New 2,359 $225K
Jacobsen Capital Management 0.08% Add +2.8% 2,359 $225K
Muirfield Wealth Advisors LLC 0.17% Add +3.6% 2,348 $224K
Farmers Trust Co. 0.04% Reduce -6.5% 2,348 $224K
Brooklyn FI, LLC 0.05% No change 2,344 $224K
Mainsail Asset Management, LLC 0.10% New 2,341 $224K
Prospera Capital Management, LLC 0.11% Add +0.3% 2,338 $223K
Hilltop National Bank 0.05% Reduce -0.0% 2,335 $223K
Obsidian Cio, LLC 0.03% Reduce -15.2% 2,327 $222K
Cardiff Park Advisors, LLC 0.02% Add +0.1% 2,312 $221K
Morling Financial Advisors, LLC 0.07% Reduce -3.6% 2,300 $220K
Plancorp, LLC 0.01% Reduce -29.0% 2,297 $219K
Longview Financial Advisors LLC 0.13% Reduce -18.8% 2,293 $219K
WorthPointe, LLC 0.08% Add +1.1% 2,276 $217K
Ignite Planners, LLC 0.04% Add +0.0% 2,274 $217K
First Long Island Investors, LLC 0.02% Reduce -14.0% 2,271 $217K
Summit Financial Wealth Advisors, LLC 0.03% New 2,338 $216K
Camden National Bank 0.03% Reduce -3.2% 2,251 $215K
CAP Partners, LLC 0.12% No change 2,250 $215K
WP Advisors, LLC 0.05% Add +0.3% 2,243 $214K
Nwam LLC 0.01% Reduce -8.8% 2,251 $214K
BankPlus Trust Department 0.06% No change 2,234 $213K
Tumwater Wealth Management, LLC 0.09% No change 2,228 $213K
Aspire Capital Advisors LLC 0.05% New 2,207 $211K
Haverford Trust Co 0.00% Reduce -60.7% 2,198 $210K
Medallion Wealth Advisors, LLC 0.07% Reduce -0.6% 2,197 $210K
Grey Fox Wealth Advisors, LLC 0.04% New 2,180 $208K
Ulland Investment Advisors, LLC 0.16% Add +6.4% 2,166 $207K
Longboard Asset Management, LP 0.33% New 2,167 $207K
Birchbrook, Inc. 0.11% No change 2,167 $207K
Hendershot Investments Inc. 0.03% New 2,165 $207K
OneAscent Financial Services LLC 0.01% New 2,158 $206K
Apella Capital, LLC 0.00% New 2,200 $205K
Liberty Wealth Management LLC 0.03% New 2,148 $205K
Granite Harbor Advisors, Inc. 0.09% New 2,139 $204K
Arvest Bank Trust Division 0.01% New 2,139 $204K
Aspen Grove Capital, LLC 0.03% Reduce -73.1% 2,135 $204K
Firestone Capital Management 0.04% New 2,134 $204K
Lighthouse Wealth Management Inc. 0.17% New 2,130 $203K
Castleview Partners, LLC 0.11% New 2,125 $203K
Bruce G. Allen Investments, LLC 0.15% Reduce -9.3% 2,124 $203K
Howe & Rusling Inc. 0.01% Reduce -20.5% 2,122 $203K
Hutchinson Capital Management 0.03% New 2,101 $201K
Global Trust Asset Management, LLC 0.09% Add +23.3% 2,061 $197K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% No change 2,010 $192K
Atwood & Palmer Inc. 0.01% Reduce -13.3% 2,006 $191K
Tower View Wealth Management LLC 0.10% Reduce -13.9% 2,000 $191K
Eastern Bank 0.00% Add +16.5% 1,967 $188K
Hantz Financial Services, Inc. 0.00% Add +42.7% 1,909 $182K
Bell Investment Advisors, Inc 0.03% Reduce -1.2% 1,879 $179K
Trust Co. of Vermont 0.01% Add +33.6% 1,858 $177K
SRH Advisors, LLC 0.05% No change 1,855 $177K
Harbor Investment Advisory, LLC 0.01% Add +0.6% 8,013 $176K
Hemington Wealth Management 0.02% Add +6.8% 1,847 $176K
Munich Reinsurance Co Stock Corp in Munich 0.00% — 1,770 $169K
Hartford Financial Management Inc. 0.04% No change 1,742 $166K
WFA of San Diego, LLC 0.11% No change 1,736 $166K
City State Bank 0.05% No change 1,695 $162K
Pflug Koory, LLC 0.08% No change 1,662 $159K
Concord Wealth Partners 0.02% Add +2.4% 1,657 $158K
Vestor Capital, LLC 0.01% Reduce -97.7% 1,584 $151K
Evelyn Partners Investment Management Services Ltd 0.02% No change 1,580 $151K
AllSquare Wealth Management LLC 0.08% No change 1,559 $149K
DT Investment Partners, LLC 0.01% No change 1,545 $148K
MTM Investment Management, LLC 0.05% No change 1,545 $148K
Truvestments Capital LLC 0.03% Add +13.0% 1,545 $147K
Riverview Trust Co 0.18% No change 1,524 $145K
Barrett & Company, Inc. 0.05% No change 1,514 $145K
Corsicana & Co. 0.08% — 1,500 $143K
MV Capital Management, Inc. 0.01% No change 1,492 $142K
Rexford Capital Inc. 0.11% Reduce -12.1% 1,451 $139K
YANKCOM Partnership 0.06% Reduce -5.0% 1,440 $137K
Rowlandmiller & Partners.adv 0.03% No change 1,435 $137K
Clearstead Trust, LLC 0.02% Reduce -7.1% 1,422 $136K
Asset Planning,Inc 0.09% No change 1,345 $128K
Hara Capital LLC 0.07% Reduce -57.1% 1,319 $126K
Indiana Trust & Investment Management Co 0.04% No change 1,275 $122K
Northwest Capital Management Inc 0.13% Add +0.2% 1,253 $120K
Wesleyan Assurance Society 0.01% No change 1,250 $119K
Proathlete Wealth Management LLC 0.03% Reduce -0.8% 1,226 $117K
Sherman Asset Management, Inc. 0.10% No change 1,214 $116K
Davis Capital Management 0.08% — 1,208 $115K
Dynamic Wealth Strategies, LLC 0.08% Reduce -7.6% 1,205 $115K
Farmers & Merchants Investments Inc. 0.00% No change 1,199 $114K
Heartwood Wealth Advisors LLC 0.01% New 1,191 $114K
Crews Bank & Trust 0.02% Add +4.6% 1,175 $112K
Virtus Advisers, LLC 0.06% New 1,160 $111K
IMA Advisory Services, Inc. 0.01% No change 1,158 $111K
Millstone Evans Group, LLC 0.07% No change 1,156 $110K
Transamerica Financial Advisors, LLC 0.01% New 1,155 $110K
Pacifica Partners Inc. 0.04% Add +2.6% 1,166 $108K
Optimum Investment Advisors 0.04% No change 1,103 $105K
Covestor Ltd 0.06% Reduce -3.0% 1,087 $104K
North Capital, Inc. 0.08% Add +2.3% 1,083 $103K
Capital Advisors, Ltd. LLC 0.01% No change 1,067 $102K
Rise Advisors, LLC 0.04% Add +3.8% 1,063 $101K
Pension & Wealth Management Advisors, Inc. 0.03% Add +53.9% 1,056 $101K
Center for Financial Planning, Inc. 0.01% Add +35.1% 1,040 $99K
Darwin Wealth Management, LLC 0.03% No change 1,039 $99K
Westside Investment Management, Inc. 0.02% Add +49.2% 1,028 $96K
Mma Asset Management LLC 0.03% New 1,000 $95K
Strategic Advocates LLC 0.02% New 1,000 $95K
Sound Income Strategies, LLC 0.01% Reduce -5.3% 1,014 $95K
VSM Wealth Advisory, LLC 0.03% Reduce -44.4% 983 $94K
Graney & King, LLC 0.06% No change 928 $89K
Community Bank, N.A. 0.01% New 918 $88K
Vermillion & White Wealth Management Group, LLC 0.05% Add +5.2% 911 $87K
KERR FINANCIAL PLANNING Corp 0.12% — 917 $86K
Catalyst Capital Advisors LLC 0.00% Reduce -36.1% 869 $83K
CoreFirst Bank & Trust 0.04% No change 862 $82K
Pandora Wealth, Inc. 0.05% No change 854 $82K
Disciplina Capital Management LLC 0.01% Add +0.2% 844 $81K
J.Safra Asset Management Corp 0.00% Add +12.9% 815 $78K
Hollencrest Capital Management 0.00% No change 810 $77K
Painted Porch Advisors LLC 0.03% No change 775 $74K
Harbor Asset Planning, Inc. 0.06% Add +0.3% 759 $72K
First Financial Corp. 0.03% Reduce -17.2% 750 $72K
GGM Financial LLC 0.04% New 746 $71K
Westfuller Advisors, LLC 0.03% New 736 $70K
Missouri Trust & Investment Co 0.02% No change 735 $70K
Signature Resources Capital Management, LLC 0.04% No change 707 $67K
Private Wealth Asset Management, LLC 0.01% Add +1.1% 705 $67K
Golden State Wealth Management, LLC 0.01% No change 705 $67K
Promus Capital, LLC 0.04% No change 700 $67K
Field & Main Bank 0.02% No change 700 $67K
WPG Advisers, LLC 0.05% Add +0.7% 686 $65K
Crewe Advisors LLC 0.01% Reduce -2.8% 684 $65K
Delta Asset Management LLC 0.01% Add +12.7% 665 $64K
Koesten, Hirschmann & Crabtree, INC. 0.03% No change 659 $63K
Monetary Management Group Inc. 0.01% No change 650 $62K
AdvisorNet Financial, Inc 0.00% Reduce -30.9% 641 $61K
Tradewinds Capital Management, LLC 0.01% Add +230.3% 621 $59K
Financial Life Planners 0.04% New 621 $59K
Fortitude Family Office, LLC 0.02% No change 611 $58K
JPL Wealth Management, LLC 0.01% New 604 $58K
Gen-Wealth Partners Inc 0.02% No change 601 $57K
Gould Capital, LLC 0.04% No change 600 $57K
Clark Wealth Partners 0.03% Add +0.6% 552 $55K
Carolina Wealth Advisors, LLC 0.02% No change 565 $54K
Trifecta Capital Advisors, LLC 0.01% Add +97.5% 557 $53K
Physician Wealth Advisors, Inc. 0.01% Add +118.9% 556 $53K
First PREMIER Bank 0.01% Add +23.8% 557 $53K
Caldwell Sutter Capital, Inc. 0.02% Add +57.1% 550 $53K
Knuff & Co LLC 0.02% No change 546 $52K
Fairscale Capital, LLC 0.04% No change 544 $52K
Hughes Financial Services, LLC 0.01% No change 543 $52K
Mendota Financial Group, LLC 0.04% New 531 $51K
Investors Research Corp 0.01% Reduce -5.2% 530 $51K
Wiser Advisor Group LLC 0.06% New 529 $51K
Byrne Asset Management LLC 0.04% No change 522 $50K
Nvwm, LLC 0.01% Add +3333.3% 515 $49K
Country Trust Bank 0.00% Add +19.8% 509 $49K
CBIZ Investment Advisory Services, LLC 0.00% Add +3.5% 508 $48K
Activest Wealth Management 0.01% Add +30.1% 506 $48K
Glass Jacobson Investment Advisors llc 0.02% No change 500 $48K
Future Financial Wealth Managment LLC 0.03% No change 500 $48K
Valley Wealth Managers, Inc. 0.00% New 500 $48K
North Star Investment Management Corp. 0.00% No change 500 $48K
Imprint Wealth LLC 0.15% — 485 $46K
True Wealth Design, LLC 0.01% Add +178.7% 485 $46K
Boreal Capital Management LLC 0.04% New 475 $45K
Wealth Watch Advisors, INC 0.02% New 470 $45K
Evelyn Partners Asset Management Ltd 0.01% Add +28.3% 467 $45K
Key Financial Inc 0.01% No change 476 $44K
Frazier Financial Advisors, LLC 0.03% Add +70.6% 459 $44K
Bogart Wealth, LLC 0.00% Add +38.3% 451 $43K
Mowery & Schoenfeld Wealth Management, LLC 0.07% Reduce -12.5% 447 $43K
Core Alternative Capital 0.01% No change 437 $42K
Sachetta, LLC 0.02% Add +4.8% 436 $42K
Murphy & Mullick Capital Management Corp 0.03% Add +42.9% 433 $41K
Seneschal Advisors, LLC 0.03% New 427 $41K
Cedar Mountain Advisors, LLC 0.01% Add +7.0% 425 $41K
Beaird Harris Wealth Management, LLC 0.00% Add +32.3% 422 $40K
Caitong International Asset Management Co., Ltd 0.03% Add +910.0% 404 $39K
CGC Financial Services, LLC 0.01% No change 400 $38K
IAG Wealth Partners, LLC 0.00% Reduce -43.3% 400 $38K
Loomis Sayles & Co. L P 0.00% Add +1.8% 399 $38K
American Capital Advisory, LLC 0.02% No change 395 $38K
Estabrook Capital Management 0.01% No change 395 $38K
Steph & Co. 0.01% Add +74.7% 386 $37K
Cranbrook Wealth Management, LLC 0.01% No change 380 $36K
Meeder Asset Management Inc. 0.00% Reduce -64.8% 370 $35K
Howard Hughes Medical Institute 0.02% Reduce -0.3% 367 $35K
Redmont Wealth Advisors LLC 0.05% No change 358 $34K
NFSG Corp 0.01% Add +233.6% 357 $34K
Main Street Group, LTD 0.01% No change 352 $34K
Hoese & Co LLP 0.03% No change 352 $34K
GPS Wealth Strategies Group, LLC 0.00% No change 342 $33K
Private Wealth Management Group, LLC 0.01% No change 331 $32K
Aventus Investment Advisors, Inc. 0.03% No change 330 $32K
Glen Eagle Advisors, LLC 0.00% Add +49.8% 325 $31K
Binnacle Investments Inc 0.02% No change 320 $31K
Valued Wealth Advisors LLC 0.01% Add +2.6% 316 $30K
Raffa Wealth Management, LLC 0.01% Add +11.4% 313 $30K
Arlington Trust Co LLC 0.01% Add +47.4% 311 $30K
Accredited Wealth Management, LLC 0.02% Add +314.5% 1,285 $30K
Albion Financial Group 0.00% No change 310 $30K
Battery Global Advisors, LLC 0.01% Add +0.3% 301 $29K
Ransom Advisory, Ltd 0.01% No change 300 $29K
Bellevue Asset Management, LLC 0.01% Add +0.3% 293 $28K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +5.5% 289 $28K
West Branch Capital LLC 0.01% New 287 $27K
Avion Wealth 0.01% Add +18.2% 286 $27K
RMG Wealth Management LLC 0.00% No change 285 $27K
Princeton Global Asset Management LLC 0.00% No change 279 $27K
Abound Wealth Management 0.01% Add +3.8% 275 $26K
Stone House Investment Management, LLC 0.00% Add +2.7% 264 $25K
Robinswood Financial LLC 0.01% No change 262 $25K
Financial Connections Group, Inc. 0.01% Reduce -78.7% 271 $25K
Logan Capital Management Inc. 0.00% No change 256 $24K
Gables Capital Management Inc. 0.01% No change 249 $24K
Guerra Advisors Inc 0.01% New 242 $23K
Vision Financial Markets LLC 0.02% No change 242 $23K
TD Capital Management LLC 0.00% Add +0.4% 239 $23K
Nova Wealth Management, Inc. 0.02% No change 237 $23K
LFA - Lugano Financial Advisors SA 0.01% No change 235 $22K
Salomon & Ludwin, LLC 0.00% Reduce -4.0% 238 $22K
Roxbury Financial LLC 0.02% No change 227 $22K
Vermillion Wealth Management, Inc. 0.01% Add +12.5% 225 $21K
Tortoise Investment Management, LLC 0.00% Add +10.3% 225 $21K
Pin Oak Investment Advisors Inc. 0.02% No change 224 $21K
Hurley Capital, LLC 0.01% No change 223 $21K
Ogorek Anthony Joseph /NY/ 0.01% Add +3.7% 225 $21K
Mascoma Wealth Management LLC 0.00% No change 217 $21K
Horizon Financial Services, LLC 0.01% No change 214 $20K
Blue Bell Private Wealth Management, LLC 0.00% Add +55.5% 213 $20K
Dunhill Financial, LLC 0.01% Reduce -14.9% 211 $20K
Pathway Financial Advisers, LLC 0.01% New 208 $20K
Fourth Dimension Wealth, LLC 0.01% No change 200 $19K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 200 $19K
Minot DeBlois Advisors LLC 0.02% No change 195 $19K
Arcadia Investment Management Corp. 0.00% No change 182 $17K
Clear Investment Research, LLC 0.02% No change 180 $17K
Front Row Advisors LLC 0.01% No change 180 $17K
Financial Network Wealth Advisors LLC 0.02% No change 174 $17K
Washington Trust Advisors, Inc. 0.00% Reduce -59.7% 174 $17K
Acima Private Wealth, LLC 0.01% New 169 $16K
Adirondack Trust Co. 0.01% Reduce -44.1% 165 $16K
Rossby Financial, LCC 0.01% Add +7.0% 168 $15K
Marquette Asset Management, LLC 0.00% New 160 $15K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -97.8% 157 $15K
Park Place Capital Corp 0.00% New 156 $15K
Rakuten Securities, Inc. 0.01% Add +496.1% 155 $15K
Prestige Wealth Management Group LLC 0.00% No change 153 $15K
HighMark Wealth Management LLC 0.01% No change 152 $15K
Red Tortoise LLC 0.01% No change 148 $14K
New England Capital Financial Advisors LLC 0.01% No change 143 $14K
Aventura Private Wealth, LLC 0.01% Add +37.9% 142 $14K
Sittner & Nelson, LLC 0.00% No change 142 $14K
McIlrath & Eck, LLC 0.00% Reduce -25.0% 132 $13K
Dogwood Wealth Management LLC 0.01% Add +4.2% 124 $12K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.00% No change 122 $12K
Consultiva Wealth Management, Corp. 0.03% No change 121 $12K
Icon Advisers Inc. 0.00% No change 120 $11K
Towne Trust Company, N.A 0.00% No change 116 $11K
Bare Financial Services, Inc 0.00% Add +26.7% 114 $11K
BOK Financial Private Wealth, Inc. 0.00% Reduce -77.5% 114 $11K
Bay Harbor Wealth Management, LLC 0.00% Add +16.3% 114 $11K
Halbert Hargrove Global Advisors, LLC 0.00% New 110 $11K
MRP Capital Investments, LLC 0.01% Reduce -30.3% 115 $10K
Nalls Sherbakoff Group, LLC 0.01% No change 103 $10K
Miller Wealth Advisors, LLC 0.00% No change 100 $10K
First United Bank & Trust 0.00% No change 93 $9K
Silicon Valley Capital Partners 0.00% New 92 $9K
Centennial Bank 0.00% No change 92 $9K
Reyes Financial Architecture, Inc. 0.01% No change 90 $9K
American National Bank & Trust 0.00% No change 90 $9K
Global Wealth Strategies & Associates 0.00% No change 83 $8K
High Note Wealth, LLC 0.00% Add +13.9% 82 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 78 $7K
Financial Gravity Asset Management, Inc. 0.00% — 77 $7K
TFC Financial Management, Inc. 0.00% No change 77 $7K
IMG Wealth Management, Inc. 0.00% No change 75 $7K
United Financial Planning Group LLC 0.00% — 75 $7K
Centerpoint Advisors, LLC 0.00% New 77 $7K
Holos Integrated Wealth LLC 0.00% No change 65 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 62 $6K
S&T Bank 0.00% Add +27.1% 61 $6K
Retirement Wealth Solutions LLC 0.00% New 59 $6K
1 North Wealth Services LLC 0.00% No change 57 $5K
Winch Advisory Services, LLC 0.00% No change 57 $5K
Duncker Streett & Co. Inc. 0.00% No change 53 $5K
Winnacle Wealth LLC 0.00% New 52 $5K
Paladin Advisory Group, LLC 0.00% No change 52 $5K
Tidemark, LLC 0.00% No change 51 $5K
Rialto Wealth Management, LLC 0.00% Add +15.9% 51 $5K
Kilter Group LLC 0.00% Add +2.0% 50 $5K
Texas Capital Bancshares Inc 0.00% New 50 $5K
First Command Advisory Services, Inc. 0.00% No change 50 $5K
Nemes Rush Group LLC 0.00% Reduce -19.3% 46 $4K
Fairman Group, LLC 0.00% No change 46 $4K
Abich Financial Wealth Management LLC 0.00% — 46 $4K
Bangor Savings Bank 0.00% No change 46 $4K
ROSS\JOHNSON & Associates LLC 0.08% No change 44 $4K
Cloud Capital Management, LLC 0.00% New 50 $4K
Hoey Investments, Inc. 0.00% No change 39 $4K
WestEnd Advisors, LLC 0.00% Add +5.4% 39 $4K
PayPay Securities Corp 0.13% Add +5.4% 39 $4K
1620 Investment Advisors, Inc. 0.00% No change 33 $3K
Family Legacy Financial Solutions, LLC 0.00% No change 32 $3K
Evergreen Private Wealth LLC 0.00% No change 29 $3K
Wealth Preservation Advisors, LLC 0.00% No change 28 $3K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 27 $3K
HFM Investment Advisors, LLC 0.00% Add +4.2% 25 $2K
Focused Wealth Management, Inc 0.00% New 21 $2K
Turning Point Benefit Group, Inc. 0.00% New 21 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 20 $2K
Kimelman & Baird, LLC 0.00% No change 19 $2K
Trust Co 0.00% No change 17 $2K
DecisionPoint Financial, LLC 0.00% No change 17 $2K
LGT Financial Advisors LLC 0.00% No change 15 $1K
Redwood Park Advisors LLC 0.00% Add +250.0% 14 $1K
Perritt Capital Management Inc 0.00% Reduce -71.4% 14 $1K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 11 $1K
Strengthening Families & Communities, LLC 0.00% New 10 $959
Ameriflex Group, Inc. 0.00% Reduce -77.8% 8 $764
Quest 10 Wealth Builders, Inc. 0.00% No change 7 $674
New Millennium Group LLC 0.00% New 7 $668
Aspect Partners, LLC 0.00% Add +50.0% 6 $573
Breakwater Investment Management 0.00% New 5 $478
Y.D. More Investments Ltd 0.00% Reduce -1.7% 1,343 $388
Evolution Wealth Management Inc. 0.00% Reduce -98.0% 4 $382
First Pacific Financial 0.00% New 3 $287
Legacy Bridge, LLC 0.00% No change 2 $191
Midwest Capital Advisors, LLC 0.00% New 1 $95

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