Schwab (charles)SCHW

13F holders, Q4 2025 (December 31)
2,330holders +156
148new positions
95sold out
20famous investors
$99.88avg. 13F price*

At the end of Q4 2025, 2,330 institutions reported holding Schwab (charles) Corp. (SCHW) in their 13F filings, up 156 from Q3 2025. 148 opened new positions and 95 sold out. The largest holders were Vanguard Group Inc. ($15.0B), BlackRock, Inc. ($13.4B) and Dodge & Cox ($7.6B). 20 famous investors held it, including Stephen Yacktman (5.5% of Yacktman Asset Management's portfolio), Francois Rochon (5.3% of Giverny Capital's portfolio) and Andreas Halvorsen (3.7% of Viking Global Investors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions148$383.9M
Exits95$451.5M

All 13F filers, Q3 2025 → Q4 2025: 55,654,157 shares bought and 82,947,388 shares sold, net −27,293,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,330 holders

Vanguard Group Inc. 0.22% Reduce -0.7% 150,528,952 $15.0B
BlackRock, Inc. 0.23% Add +1.4% 134,167,833 $13.4B
Dodge & Cox 4.13% Reduce -7.9% 76,513,926 $7.6B
State Street Corp. 0.24% Reduce -0.7% 72,626,508 $7.3B
JPMorgan Chase & Co. 0.45% Add +10.9% 67,190,915 $6.7B
T. Rowe Price Associates Inc. 0.53% Reduce -14.5% 49,096,235 $4.9B
Geode Capital Management, LLC 0.23% Add +0.3% 37,667,640 $3.7B
FMR LLC 0.17% Add +7.3% 33,834,232 $3.4B
Franklin Resources Inc. 0.75% Add +0.3% 30,184,369 $3.0B
Primecap Management Co. 1.76% Add +9.8% 23,276,071 $2.3B
Morgan Stanley 0.14% Reduce -6.0% 23,233,235 $2.3B
Harris Associates (Oakmark Funds) 2.79% Add +3.8% 22,031,493 $2.2B
Fisher Asset Management 0.74% Add +0.8% 21,818,514 $2.2B
Norges Bank 0.21% — 19,959,856 $2.0B
Artisan Partners Limited Partnership 2.63% Reduce -2.9% 17,206,336 $1.7B
Northern Trust Corp. 0.21% Reduce -2.4% 16,596,600 $1.7B
Invesco Ltd. 0.16% Add +3.0% 16,425,579 $1.6B
Massachusetts Financial Services Co. 0.50% Reduce -10.1% 15,366,868 $1.5B
Bank of America Corp. 0.11% Reduce -0.1% 15,092,839 $1.5B
Viking Global Investors 3.68% Reduce -16.3% 13,872,905 $1.4B
Alliancebernstein L.P. 0.42% Reduce -8.5% 13,185,839 $1.3B
Bank of New York Mellon Corp 0.23% Add +10.7% 13,152,198 $1.3B
Brown Advisory Inc. 1.70% Reduce -2.4% 12,195,433 $1.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.24% Reduce -3.0% 11,240,065 $1.1B
Flossbach Von Storch SE 4.15% Reduce -1.6% 10,465,592 $1.0B
Goldman Sachs Group Inc. 0.14% Add +3.5% 9,756,526 $974.8M
Legal & General Group Plc 0.21% Add +6.5% 9,570,836 $956.2M
Charles Schwab Investment Management Inc. 0.15% Reduce -1.1% 9,367,818 $935.9M
Ameriprise Financial Inc. 0.21% Add +12.3% 9,066,453 $905.8M
Baird Financial Group, Inc. 1.24% Add +3.8% 7,975,675 $796.8M
D. E. Shaw & Co. 0.64% Add +3.6% 7,942,074 $793.5M
Generation Investment Management LLP 5.44% Reduce -26.8% 7,847,717 $784.1M
UBS Group AG 0.15% Add +45.1% 7,365,471 $735.9M
Baron Capital (BAMCO) 1.91% Reduce -1.0% 7,060,309 $705.4M
Janus Henderson Group PLC 0.31% Add +17.9% 6,862,590 $685.6M
Amundi 0.20% Reduce -7.3% 6,471,276 $646.5M
Two Sigma Advisers, LP 1.22% Add +5.5% 6,283,895 $627.8M
Deutsche Bank AG 0.20% Reduce -2.5% 5,991,203 $598.6M
Nuveen, LLC 0.15% Add +1.0% 5,807,109 $580.2M
Dimensional Fund Advisors LP 0.12% Reduce -1.1% 5,681,955 $567.7M
Ruane, Cunniff & Goldfarb L.P. 8.73% Reduce -11.4% 5,594,948 $559.0M
Allen Investment Management, LLC 6.18% Reduce -4.5% 5,584,229 $557.9M
Envestnet Asset Management Inc. 0.16% Reduce -5.5% 5,439,634 $543.5M
Royal Bank of Canada 0.09% Reduce -23.1% 5,052,619 $504.8M
Citadel Advisors 0.33% Add +21.2% 4,731,108 $472.7M
Boston Partners 0.48% Add +6.0% 4,658,266 $465.7M
Provident Trust Co. 7.31% Reduce -4.7% 4,374,174 $437.0M
Clearbridge Investments, LLC 0.35% Reduce -5.4% 4,372,698 $436.9M
Barclays PLC 0.17% Reduce -13.6% 4,239,374 $423.6M
Canada Pension Plan Investment Board 0.28% Reduce -24.6% 4,131,000 $412.7M
London Co. of Virginia 2.37% Reduce -3.1% 4,105,993 $410.2M
National Pension Service 0.30% Add +4.1% 4,059,646 $405.6M
HSBC Holdings PLC 0.23% Add +4.3% 3,955,974 $396.0M
Yacktman Asset Management 5.51% Reduce -6.2% 3,936,540 $393.3M
Fiduciary Management Inc. 4.25% Reduce -8.0% 3,872,312 $386.9M
Sumitomo Mitsui Trust Group, Inc. 0.22% Reduce -4.5% 3,823,597 $382.0M
California Public Employees Retirement System 0.21% Add +12.9% 3,630,062 $362.7M
Millennium Management 0.27% Reduce -15.8% 3,625,894 $362.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.25% Add +3.9% 3,565,663 $362.2M
RPTC Inc. 59.08% No change 3,522,501 $351.9M
Nordea Investment Management AB 0.30% Add +13.0% 3,437,222 $344.4M
Lord, Abbett & Co. LLC 1.08% Reduce -2.1% 3,361,384 $335.8M
Farallon Capital Management, L.L.C. 1.73% Add +2.7% 3,339,657 $333.7M
Arrowstreet Capital, Limited Partnership 0.19% Reduce -38.2% 3,289,633 $328.7M
Wells Fargo & Company 0.06% Add +7.1% 3,242,794 $324.0M
Newlands Management Operations LLC 1.65% No change 3,196,166 $319.3M
Principal Financial Group Inc. 0.16% Reduce -28.1% 3,184,653 $318.2M
D1 Capital Partners 2.95% Reduce -17.5% 3,154,790 $315.2M
Bank of Montreal 0.13% Reduce -1.9% 3,035,594 $303.3M
Timucuan Asset Management Inc. 9.81% Reduce -3.4% 3,024,563 $302.2M
Rhumbline Advisers 0.24% Reduce -3.1% 2,944,365 $294.2M
Marshall Wace, LLP 0.28% Add +80.4% 2,866,021 $286.3M
American Century Companies Inc. 0.14% Add +3.6% 2,822,124 $282.0M
Balyasny Asset Management L.P. 0.53% Add +17.2% 2,723,447 $272.1M
Ensign Peak Advisors, Inc 0.48% Reduce -16.4% 2,710,364 $270.8M
California State Teachers Retirement System 0.27% Reduce -1.2% 2,706,535 $270.4M
Point72 Asset Management 0.43% Reduce -3.8% 2,642,790 $264.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.23% Reduce -3.0% 2,630,747 $262.8M
First Trust Advisors LP 0.19% Add +18.7% 2,617,965 $261.6M
Lazard Asset Management LLC 0.44% Reduce -60.0% 2,615,026 $261.3M
Thrivent Financial for Lutherans 0.47% Add +5.6% 2,614,587 $261.3M
BNP Paribas Financial Markets 0.17% Add +78.5% 2,599,375 $259.7M
Two Sigma Investments, LP 0.41% Add +0.9% 2,579,155 $257.7M
Capital International Investors 0.04% Add +78.3% 2,524,075 $252.2M
Fort Washington Investment Advisors Inc. 1.33% Add +0.5% 2,507,197 $250.5M
Raymond James Financial Inc. 0.08% Reduce -5.0% 2,412,969 $241.1M
Neuberger Berman Group LLC 0.18% Add +22.1% 2,411,964 $241.0M
PointState Capital LP 4.11% No change 2,408,147 $240.6M
AQR Capital Management 0.12% Reduce -24.6% 2,325,949 $232.4M
US Bancorp \de 0.27% Reduce -0.2% 2,294,369 $229.2M
Prudential Financial Inc. 0.28% Add +37.2% 2,285,152 $228.3M
Darsana Capital Partners LP 4.48% No change 2,250,000 $224.8M
Focus Partners Wealth 0.24% Add +716.5% 2,101,463 $209.9M
Assenagon Asset Management S.A. 0.31% Add +4.8% 2,095,723 $209.4M
Beck Mack & Oliver LLC 3.75% Add +0.1% 2,064,898 $206.3M
Russell Investments Group, Ltd. 0.22% Add +10.9% 2,014,613 $201.5M
Capitolis Liquid Global Markets LLC 1.19% Add +60.1% 1,997,600 $199.6M
Manufacturers Life Insurance Company, The 0.16% Add +43.6% 1,975,996 $197.7M
Van Eck Associates Corp. 0.15% Reduce -2.9% 1,859,484 $185.8M
Route One Investment Company, L.P. 7.66% Reduce -18.1% 1,838,343 $183.7M
Renaissance Technologies 0.28% Add +77.2% 1,810,741 $180.9M
New York State Common Retirement Fund 0.24% Reduce -8.5% 1,804,995 $180.3M
LPL Financial LLC 0.05% Add +4.0% 1,781,147 $178.0M
Avantyr Capital Partners, LP 10.63% — 1,776,750 $177.5M
CIBC Private Wealth Group LLC 0.30% Reduce -2.2% 1,770,342 $176.9M
Mondrian Investment Partners LTD 2.88% Reduce -1.5% 1,745,422 $174.4M
Findlay Park Partners LLP 2.22% Reduce -16.9% 1,741,469 $174.0M
Adage Capital Partners Gp, L.L.C. 0.26% Add +2.8% 1,709,639 $170.8M
Healthcare of Ontario Pension Plan Trust Fund 0.29% Reduce -7.8% 1,705,130 $170.4M
Voya Investment Management LLC 0.19% Reduce -0.8% 1,679,407 $167.8M
Natixis Advisors, LLC 0.23% Reduce -16.8% 1,659,434 $165.8M
Danske Bank A/S 0.39% Add +11.0% 1,658,451 $165.7M
Allianz Asset Management GmbH 0.18% Add +97.2% 1,613,436 $161.2M
Bank Julius Baer & Co. Ltd, Zurich 0.44% Add +8.6% 1,609,399 $161.1M
Giverny Capital 5.28% Add +0.6% 1,585,661 $158.4M
Connor, Clark & Lunn Investment Management Ltd. 0.41% Add +336.9% 1,573,703 $157.2M
Citigroup Inc. 0.11% Reduce -66.9% 1,565,990 $156.5M
Robeco Institutional Asset Management B.V. 0.22% Add +0.7% 1,513,065 $151.2M
Qube Research & Technologies Ltd 0.22% Reduce -33.0% 1,510,884 $151.0M
Voloridge Investment Management, LLC 0.53% Add +0.8% 1,507,740 $150.6M
CapitalatWork S.A. 4.60% Reduce -11.8% 1,503,918 $150.3M
Sei Investments Co. 0.15% Reduce -12.6% 1,491,818 $149.1M
State Board of Administration of Florida Retirement System 0.26% Reduce -3.1% 1,489,519 $148.8M
Aviva PLC 0.24% Add +5.5% 1,443,286 $144.2M
Truist Financial Corp. 0.19% Reduce -5.5% 1,409,928 $140.9M
Markel Group 1.10% Add +0.8% 1,375,800 $137.5M
AustralianSuper Pty Ltd 0.63% Add +26.7% 1,361,669 $136.0M
Aberdeen Group plc 0.21% Add +39.3% 1,346,939 $134.6M
Blue Sparrow, LLC 2.53% — 1,345,049 $134.4M
New York State Teachers Retirement System 0.26% Reduce -3.5% 1,344,967 $134.4M
Royal London Asset Management Ltd. 0.28% Add +0.9% 1,332,537 $133.1M
Korea Investment CORP 0.26% Reduce -7.0% 1,328,305 $132.7M
Liontrust Investment Partners LLP 1.95% Reduce -8.3% 1,312,220 $131.1M
Bank of Nova Scotia 0.19% Reduce -5.0% 1,310,419 $130.9M
Atalanta Sosnoff Capital, LLC 2.55% Reduce -3.8% 1,309,688 $130.9M
Parnassus Investments, LLC 0.34% Reduce -4.3% 1,296,825 $129.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.15% Add +129.3% 1,265,365 $126.5M
Maverick Capital 1.34% Add +44.0% 1,253,090 $125.2M
Man Group plc 0.24% Reduce -14.2% 1,251,088 $125.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.21% Add +5.0% 1,245,747 $124.1M
North Peak Capital Management, LLC 13.50% Reduce -22.6% 1,234,682 $123.4M
CANADA LIFE ASSURANCE Co 0.21% Reduce -11.2% 1,204,018 $120.4M
Wealth Enhancement Advisory Services, LLC 0.16% Add +2.1% 1,152,841 $119.4M
National Bank of Canada 0.12% Add +85.8% 1,194,457 $119.3M
Bristol John W & Co. Inc. 1.83% Reduce -1.8% 1,187,989 $118.7M
Schroder Investment Management Group 0.09% Add +3.4% 1,160,081 $116.6M
KBC Group NV 0.26% Reduce -0.8% 1,140,723 $114.0M
Retirement Systems of Alabama 0.37% Reduce -0.8% 1,132,110 $113.1M
PFA Pension, Forsikringsaktieselskab 0.32% — 1,119,170 $112.5M
Cerity Partners LLC 0.16% Add +1.0% 1,113,249 $111.2M
Cooke & Bieler LP 1.15% Reduce -31.6% 1,106,950 $110.6M
STRS Ohio 0.41% Reduce -4.2% 1,094,742 $109.4M
Park Presidio Capital LLC 8.89% Add +1.1% 1,093,623 $109.3M
Freestone Grove Partners LP 0.77% Add +67.0% 1,067,690 $106.7M
Stifel Financial Corp. 0.09% Reduce -2.7% 1,043,514 $104.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.22% Add +1.6% 1,030,995 $103.0M
Squarepoint Ops LLC 0.21% Add +5.6% 1,027,065 $102.6M
Intermede Investment Partners Ltd 4.14% Reduce -4.8% 1,008,412 $100.8M
Assetmark, Inc. 0.21% Add +15.4% 1,007,713 $100.7M
Crawford Investment Counsel Inc. 1.68% Reduce -0.5% 1,005,932 $100.5M
Pictet Asset Management Holding SA 0.10% Reduce -3.1% 999,435 $99.9M
Equity Investment Corp. 1.99% Reduce -1.8% 988,073 $98.7M
Snyder Capital Management L P 1.81% Add +7.8% 972,857 $97.2M
Victory Capital Management Inc. 0.05% Add +15.6% 952,125 $95.1M
Prana Capital Management, LP 3.45% Add +106.1% 951,165 $95.0M
Sterling Capital Management LLC 1.55% Reduce -28.4% 949,798 $94.9M
Storebrand Asset Management As 0.25% Add +2.2% 935,363 $93.5M
Par Capital Management Inc. 2.42% Add +0.2% 912,000 $91.1M
State of Wisconsin Investment Board 0.20% Reduce -9.4% 911,566 $91.1M
APG Asset Management N.V. 0.25% Reduce -10.0% 1,046,112 $89.0M
Employees Retirement System of Texas 0.85% Reduce -3.0% 890,067 $88.9M
Glenmede Trust Co. NA 0.42% — 881,636 $88.1M
Los Angeles Capital Management LLC 0.30% Reduce -52.8% 926,947 $87.5M
NFJ Investment Group, LLC 3.14% Add +83.9% 874,355 $87.4M
Chevy Chase Trust Holdings, LLC 0.23% Reduce -2.7% 863,938 $86.3M
Nomura Asset Management International Inc. 0.13% — 854,631 $85.4M
Quantinno Capital Management LP 0.16% Add +46.5% 813,101 $81.2M
Carnegie Investment Counsel 1.48% Reduce -1.3% 803,701 $80.3M
Central Securities Corp 6.43% No change 800,000 $79.9M
Jupiter Asset Management Ltd. 0.64% Reduce -10.6% 797,358 $79.7M
Toronto Dominion Bank 0.14% Reduce -8.1% 792,601 $79.2M
Swedbank AB 0.08% Add +3.5% 788,216 $78.8M
Caisse de depot et placement du Quebec 0.13% Add +135.4% 780,663 $78.0M
Federated Hermes, Inc. 0.13% Add +33.4% 771,702 $77.1M
Corient Private Wealth LP 0.10% Add +8.5% 768,717 $76.8M
Mitsubishi UFJ Trust & Banking Corp 0.18% Add +2.1% 765,081 $76.4M
HRT Financial LP 0.24% Add +582.7% 763,516 $76.3M
Madison Asset Management, LLC 0.88% Reduce -6.0% 761,350 $76.1M
Barr E S & Co. 3.94% Reduce -0.9% 756,888 $75.6M
Allspring Global Investments Holdings, LLC 0.12% Reduce -3.6% 743,003 $75.5M
Thornburg Investment Management Inc. 0.95% Reduce -0.1% 754,888 $75.4M
HughesLittle Investment Management Ltd. 12.45% Reduce -0.9% 752,062 $75.1M
Paralel Advisors LLC 2.91% No change 750,000 $74.9M
Asset Management One Co., Ltd. 0.21% Reduce -3.5% 737,186 $74.7M
Becker Capital Management Inc. 2.10% Reduce -1.6% 735,545 $73.5M
TD Asset Management Inc 0.06% Reduce -0.7% 732,647 $73.2M
FIL Ltd 0.05% Reduce -35.4% 726,093 $72.5M
Panagora Asset Management Inc. 0.26% Reduce -43.4% 724,440 $72.4M
Nearwater Capital Markets, Ltd 1.23% Reduce -49.3% 722,000 $72.1M
Blair William & Co. 0.19% Add +0.3% 717,463 $71.7M
Treasurer of the State of North Carolina 0.23% Reduce -33.7% 715,089 $71.4M
Summitry LLC 2.95% Add +2.1% 707,286 $70.7M
MML Investors Services, LLC 0.17% Add +2.4% 692,185 $69.2M
Holocene Advisors, LP 0.14% Reduce -15.1% 682,641 $68.2M
Public Employees Retirement System of Ohio 0.21% Reduce -0.1% 681,287 $68.1M
Creative Planning 0.05% Add +1.4% 679,235 $67.9M
Clarkston Capital Partners, LLC 1.56% Reduce -17.7% 676,557 $67.6M
Credit Agricole S A 0.19% Add +12.7% 674,234 $67.4M
Mn Services Vermogensbeheer B.V. 0.41% Add +1.9% 667,366 $66.7M
Candriam S.C.A. 0.33% Reduce -3.0% 665,360 $66.5M
Teacher Retirement System of Texas 0.23% Reduce -2.2% 651,359 $65.1M
Jain Global LLC 0.66% Add +325.9% 650,757 $65.0M
Mackenzie Financial Corp. 0.08% Reduce -24.2% 645,052 $64.7M
Handelsbanken Fonder AB 0.20% Add +5.2% 646,667 $64.6M
State of Tennessee, Department of Treasury 0.20% Reduce -2.4% 615,980 $64.0M
Public Sector Pension Investment Board 0.21% Reduce -7.7% 625,388 $62.5M
Castleark Management LLC 1.83% Add +1.8% 622,535 $62.2M
Aureus Asset Management, LLC 3.92% Reduce -1.0% 616,172 $61.6M
Jane Street Group, LLC 0.07% Reduce -67.4% 616,133 $61.6M
KLP Kapitalforvaltning As 0.24% Reduce -0.0% 615,072 $61.5M
Bowen Hanes & Co. Inc. 1.54% Reduce -3.8% 613,293 $61.3M
Caledonia Investments PLC 6.77% No change 611,000 $61.1M
Lansforsakringar Fondforvaltning AB (publ) 0.30% Add +1.1% 610,553 $61.0M
Basswood Capital Management, L.L.C. 2.68% Add +28.9% 608,426 $60.8M
Ninety One UK Ltd 0.13% Reduce -20.9% 607,564 $60.7M
Nomura Asset Management Co. Ltd. 0.15% Add +2.2% 607,317 $60.7M
State of New Jersey Common Pension Fund D 0.21% Reduce -1.8% 593,645 $59.3M
Nisa Investment Advisors, LLC 0.19% Add +33.8% 587,497 $58.7M
Vident Advisory, LLC 0.54% Add +30.5% 573,148 $57.3M
Delta Global Management LP 4.17% Add +16.5% 573,016 $57.3M
Sandhill Capital Partners LLC 4.08% Reduce -2.7% 572,960 $57.2M
Susquehanna International Group, LLP 0.08% Add +128.6% 569,652 $56.9M
CORDA Investment Management, LLC. 4.14% Reduce -2.5% 569,635 $56.9M
Mariner, LLC 0.07% Reduce -1.7% 554,587 $55.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.29% Add +119.8% 546,004 $54.6M
Capital Fund Management S.A. 0.51% Reduce -31.0% 545,303 $54.5M
Cetera Investment Advisers 0.06% Add +1.1% 536,171 $53.6M
Resona Asset Management Co.,Ltd. 0.26% Reduce -3.8% 532,811 $53.4M
Syquant Capital Sas 6.43% New 525,000 $52.5M
Mount Capital Ltd 21.17% Reduce -5.8% 524,478 $52.4M
Provident Investment Management, Inc. 4.67% Reduce -3.0% 513,927 $51.3M
Lido Advisors, LLC 0.20% Add +0.7% 532,875 $51.1M
Rafferty Asset Management, LLC 0.18% Reduce -10.3% 509,495 $50.9M
Associated Banc-Corp 1.29% Add +3.5% 504,122 $50.4M
Moore Capital Management, LP 1.07% Reduce -18.2% 502,560 $50.2M
Arizona State Retirement System 0.27% Reduce -2.4% 492,113 $49.2M
North Star Asset Management Inc. 1.98% Reduce -0.5% 489,999 $49.0M
Janney Montgomery Scott LLC 0.11% Reduce -0.2% 486,740 $48.6M
Intech Investment Management LLC 0.42% Add +56.1% 471,408 $47.1M
Mediolanum International Funds Ltd 0.47% Add +44.1% 465,413 $46.8M
Crossmark Global Holdings, Inc. 0.67% Add +25.7% 465,390 $46.5M
Coronation Fund Managers Ltd. 2.08% Add +0.6% 463,479 $46.3M
Ami Asset Management Corp. 2.61% Reduce -2.4% 461,024 $46.1M
First Manhattan Co. Llc. 0.12% Reduce -0.2% 460,442 $46.0M
Crown Oak Advisors, LLC 21.78% Add +0.0% 459,634 $45.9M
Oak Associates Ltd. 2.69% Reduce -5.8% 447,925 $44.8M
Czech National Bank 0.29% Add +1.6% 440,439 $44.0M
State of Michigan Retirement System 0.21% Reduce -5.2% 437,266 $43.7M
Cresset Asset Management, LLC 0.18% Add +13.6% 435,180 $43.5M
Jump Financial, LLC 0.57% Add +106.5% 424,002 $42.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +120.2% 423,385 $42.3M
CIBC Asset Management Inc 0.10% Add +60.4% 414,813 $41.4M
Forsta Ap-Fonden 0.25% Reduce -11.2% 413,901 $41.4M
NorthCoast Asset Management LLC 0.92% Reduce -82.2% 413,767 $41.3M
D.A. Davidson & Co. 0.25% Add +12.5% 410,192 $41.0M
MetLife Investment Management, LLC 0.20% Reduce -5.2% 408,200 $40.8M
Swiss Life Asset Management Ltd 0.21% Add +4.2% 407,179 $40.7M
Berkshire Asset Management LLC 1.78% Reduce -1.4% 405,365 $40.5M
Osaic Holdings, Inc. 0.06% Reduce -8.9% 399,335 $39.9M
Cercano Management LLC 1.48% No change 390,217 $39.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.20% Reduce -5.2% 388,526 $38.8M
Macquarie Group Ltd. 0.17% Reduce -68.9% 385,795 $38.5M
Whittier Trust Co. 0.42% Reduce -1.0% 370,343 $38.4M
Allen Operations LLC 4.75% No change 380,215 $38.0M
Gateway Investment Advisers LLC 0.35% Add +0.6% 379,129 $37.9M
PNC Financial Services Group, Inc. 0.02% Add +7.2% 379,099 $37.9M
ProShare Advisors LLC 0.07% Add +2.5% 374,919 $37.5M
Federation des caisses Desjardins du Quebec 0.14% Add +6.5% 374,598 $37.4M
HighTower Advisors, LLC 0.04% Reduce -7.8% 366,607 $36.6M
Rockefeller Capital Management L.P. 0.07% Add +16.2% 364,328 $36.4M
Smith Group Asset Management, LLC 1.91% Add +7.4% 361,004 $36.1M
Zurich Insurance Group Ltd 0.25% Add +5.7% 360,118 $36.0M
Sequoia Financial Advisors, LLC 0.20% Add +9.3% 359,002 $35.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.25% Reduce -2.4% 358,554 $35.8M
Picton Mahoney Asset Management 0.39% Reduce -5.2% 358,351 $35.8M
Eurizon Capital SGR S.p.A. 0.11% — 352,375 $35.2M
Renaissance Group LLC 1.40% New 349,890 $35.0M
Y-Intercept (Hong Kong) Ltd 0.78% Add +607.3% 349,717 $34.9M
Mercer Global Advisors Inc. 0.05% Add +8.9% 340,980 $34.8M
DNB Asset Management AS 0.12% Add +2.6% 344,628 $34.4M
Ariel Investments 0.37% Reduce -1.5% 342,275 $34.2M
Ilmarinen Mutual Pension Insurance Co 0.27% Add +43.7% 338,471 $33.8M
IFM Investors Pty Ltd 0.28% Add +1.1% 336,735 $33.6M
Calamos Advisors LLC 0.20% Reduce -3.9% 334,174 $33.4M
Greatmark Investment Partners, Inc. 3.95% Reduce -1.3% 334,142 $33.4M
Daiwa Securities Group Inc. 0.11% Add +0.9% 333,832 $33.4M
Captrust Financial Advisors 0.06% Add +14.9% 330,455 $33.0M
Capital Research Global Investors 0.01% New 330,449 $33.0M
Ferguson Wellman Capital Management, Inc. 0.53% Add +6690.4% 330,283 $33.0M
Skandinaviska Enskilda Banken AB (publ) 0.13% Reduce -1.5% 330,173 $33.0M
Bridgewater Associates 0.12% Reduce -31.7% 330,047 $33.0M
Pacific Heights Asset Management LLC 1.24% Add +26.9% 330,000 $33.0M
Hardman Johnston Global Advisors LLC 1.57% Reduce -9.0% 329,879 $33.0M
Flputnam Investment Management Co. 0.48% Add +0.4% 329,431 $32.9M
Greenwich Wealth Management LLC 1.46% Add +72.5% 328,306 $32.8M
Xponance LLC 0.25% Add +4.4% 327,002 $32.7M
Clough Capital Partners L P 2.92% Add +4.0% 325,538 $32.5M
DekaBank Deutsche Girozentrale 0.06% No change 396,106 $32.4M
Comerica Bank 0.13% Reduce -6.2% 323,005 $32.3M
Amalgamated Bank 0.23% Reduce -3.4% 318,337 $31.8M
Varma Mutual Pension Insurance Co 0.19% Add +7.1% 310,181 $31.0M
EP Wealth Advisors, LLC 0.16% — 306,047 $30.6M
Davis Selected Advisers 0.14% Add +1.8% 301,695 $30.1M
King Luther Capital Management Corp. 0.12% Add +0.6% 298,253 $29.8M
ExodusPoint Capital Management, LP 0.32% New 292,191 $29.2M
PensionDanmark Pensionsforsikringsaktieselskab 0.26% — 288,123 $28.8M
Schonfeld Strategic Advisors LLC 0.14% Add +5.3% 286,853 $28.7M
Woodline Partners LP 0.11% Add +26.8% 285,984 $28.6M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +2.3% 285,731 $28.5M
Commonwealth Equity Services, LLC 0.04% Reduce -13.1% 284,640 $28.4M
Utah Retirement Systems 0.27% Add +0.0% 281,973 $28.2M
Titan Global Capital Management USA LLC 4.03% Reduce -0.8% 281,964 $28.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.23% Reduce -1.7% 276,460 $27.6M
USS Investment Management Ltd 0.14% Add +0.1% 275,246 $27.5M
Hosking Partners LLP 0.93% Reduce -0.5% 273,683 $27.3M
Mairs & Power Inc. 0.26% Reduce -8.7% 273,357 $27.3M
Martingale Asset Management L P 0.69% Reduce -6.1% 271,181 $27.1M
Bessemer Group Inc. 0.04% Reduce -4.9% 270,191 $27.0M
Rockland Trust Co. 1.06% Add +2.6% 269,972 $27.0M
Azora Capital LP 1.68% New 267,195 $26.7M
O'shaughnessy Asset Management, LLC 0.15% Reduce -9.9% 263,988 $26.4M
Midwest Trust Co 0.33% Reduce -1.1% 262,378 $26.2M
SG Americas Securities, LLC 0.03% Reduce -46.5% 261,586 $26.1M
Police & Firemen's Retirement System of New Jersey 0.22% Reduce -5.3% 261,116 $26.1M
Busey Bank 0.68% Add +15.5% 258,962 $25.9M
Canada Post Corp Registered Pension Plan 0.98% Add +3.5% 258,152 $25.8M
Maplelane Capital, LLC 1.45% Reduce -41.4% 255,000 $25.5M
Cibc World Market Inc. 0.05% Reduce -4.7% 253,743 $25.4M
Banco Santander, S.A. 0.19% Add +0.3% 251,553 $25.1M
W.G. Shaheen & Associates DBA Whitney & Co 1.98% Add +4.5% 248,988 $24.9M
Blue Whale Capital LLP 1.27% Add +46.2% 248,206 $24.8M
Epoch Investment Partners, Inc. 0.14% Add +17.0% 242,535 $24.2M
Clearstead Advisors, LLC 0.30% Add +0.3% 241,829 $24.2M
GW Henssler & Associates Ltd. 1.16% Reduce -7.0% 241,312 $24.1M
Dudley & Shanley, Inc. 3.87% Add +0.0% 240,933 $24.1M
Davidson Investment Advisors 1.00% Reduce -1.5% 240,830 $24.1M
Heron Bay Capital Management 4.58% Reduce -6.8% 240,206 $24.0M
Park National Corp. 0.74% Reduce -10.8% 237,455 $23.7M
Adams Diversified Equity Fund, Inc. 0.79% New 237,000 $23.7M
Financiere des Professionnels - Fonds d'investissement inc. 1.34% Reduce -9.2% 235,858 $23.6M
Cibc World Markets Corp. 0.12% — 234,232 $23.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.18% Add +0.7% 231,497 $23.1M
New York Life Investment Management LLC 0.20% Reduce -1.1% 229,005 $22.9M
Rwa Wealth Partners, LLC 0.25% Add +23.8% 228,032 $22.8M
Callan Family Office, LLC 0.49% Add +9.6% 227,695 $22.7M
NEOS Investment Management LLC 0.13% Add +10.7% 226,867 $22.7M
Rakuten Investment Management, Inc. 0.08% Add +949.8% 222,319 $22.5M
Ieq Capital, LLC 0.07% Reduce -19.4% 223,714 $22.4M
Public Employees Retirement Association of Colorado 0.08% Reduce -0.3% 222,676 $22.2M
OP Asset Management Ltd 0.26% Add +1.3% 221,893 $22.2M
M&T Bank Corp 0.07% Add +2.0% 219,949 $22.0M
Cohen Capital Management, Inc. 3.30% No change 218,988 $21.9M
Nissay Asset Management Corp. /Japan 0.11% Add +0.9% 217,090 $21.7M
B. Metzler seel. Sohn & Co. AG 0.19% Reduce -1.5% 216,788 $21.7M
Live Oak Private Wealth LLC 2.94% Reduce -1.2% 216,132 $21.6M
Ofi Invest Asset Management 0.30% Reduce -64.1% 250,908 $21.3M
Vinva Investment Management Ltd 0.26% Add +67.0% 211,333 $21.2M
Premier Fund Managers Ltd 1.22% Reduce -56.4% 210,705 $21.2M
Everett Harris & Co. 0.26% Reduce -0.3% 211,780 $21.2M
QRG Capital Management, Inc. 0.23% Add +26.5% 209,829 $21.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.12% Reduce -8.9% 203,600 $20.3M
Hudson Bay Capital Management LP 0.13% Reduce -21.6% 200,912 $20.1M
Pathstone Holdings, LLC 0.08% Add +2.0% 201,068 $20.1M
Vanguard Personalized Indexing Management, LLC 0.20% Add +3.9% 200,445 $20.0M
Addenda Capital Inc. 0.59% Reduce -1.4% 199,554 $19.9M
Edgar Lomax Co. 1.51% New 199,460 $19.9M
Peapack Gladstone Financial Corp. 0.25% Reduce -18.6% 199,368 $19.9M
Andra AP-fonden 0.25% Add +76.6% 199,366 $19.9M
DAVENPORT & Co LLC 0.11% Reduce -6.3% 198,886 $19.9M
Goodman Financial Corp 3.75% Add +1.9% 198,151 $19.8M
WCG Wealth Advisors LLC 0.54% Add +130.0% 193,393 $19.3M
First Foundation Advisors 0.73% Reduce -1.7% 192,836 $19.3M
Warther Private Wealth, LLC 4.60% Reduce -4.4% 192,527 $19.2M
Talbot Financial, LLC 1.58% Reduce -0.6% 191,622 $19.1M
Oregon Public Employees Retirement Fund 0.24% Reduce -1.9% 191,318 $19.1M
Empower Advisory Group, LLC 0.05% Add +18.9% 191,226 $19.1M
Steward Partners Investment Advisory, LLC 0.10% Add +3.7% 191,205 $19.1M
ProVise Management Group, LLC 1.36% Add +2.6% 190,857 $19.1M
Mutual of America Capital Management LLC 0.20% Reduce -3.1% 190,462 $19.0M
United Asset Strategies, Inc. 1.46% Reduce -0.9% 188,923 $18.9M
Cutler Investment Counsel LLC 1.95% Reduce -3.6% 188,026 $18.8M
Ethic Inc. 0.29% Add +6.4% 187,957 $18.8M
Yousif Capital Management, LLC 0.21% Reduce -6.7% 185,816 $18.8M
Edgemoor Investment Advisors, Inc. 1.45% Add +3.5% 186,367 $18.6M
World Investment Advisors 0.30% Add +6.4% 184,953 $18.5M
Courant Investment Management LLC 16.58% Reduce -7.6% 183,499 $18.3M
Tredje AP-fonden 0.14% New 183,400 $18.3M
Sanctuary Advisors, LLC 0.10% Add +2.8% 183,084 $18.3M
Lathrop Investment Management Co. 3.30% Reduce -1.1% 182,227 $18.2M
Summit Trail Advisors, LLC 0.31% Reduce -3.7% 181,518 $18.1M
Burney Co./ 0.56% Reduce -20.4% 180,487 $18.0M
Atria Investments, Inc 0.20% Reduce -2.4% 177,296 $17.7M
Poehling Capital Management, INC. 3.61% Reduce -0.2% 176,381 $17.6M
Cambridge Investment Research Advisors, Inc. 0.05% Add +2.1% 176,040 $17.6M
TCTC Holdings, LLC 0.52% Reduce -0.1% 175,581 $17.5M
LBP Am SA 0.20% Add +4.9% 174,974 $17.5M
HFR Wealth Management, LLC 4.11% Reduce -0.3% 174,107 $17.4M
Voleon Capital Management LP 0.37% Reduce -46.6% 173,685 $17.4M
Asset Advisors Investment Management, LLC 1.60% Add +2.1% 173,169 $17.3M
Wealthfront Advisers LLC 0.04% Reduce -6.4% 172,371 $17.2M
Debussy Capital Management LP 2.33% Reduce -4.0% 171,810 $17.2M
&partners 0.09% Add +8.4% 171,140 $17.0M
Evercore Wealth Management, LLC 0.25% Reduce -0.0% 169,676 $17.0M
Blume Capital Management, Inc. 3.08% Reduce -0.2% 168,114 $16.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +6.1% 166,787 $16.7M
State of Alaska, Department of Revenue 0.18% Reduce -9.6% 165,748 $16.6M
Pinnacle Financial Partners, Inc. 0.13% — 165,604 $16.5M
GenTrust, LLC 0.72% Reduce -0.1% 165,337 $16.5M
Kestra Advisory Services, LLC 0.07% Reduce -6.0% 165,239 $16.5M
ASR Vermogensbeheer N.V. 0.19% Reduce -0.7% 164,238 $16.4M
Tidal Investments LLC 0.07% Add +8.9% 163,983 $16.4M
Connors Investor Services Inc. 1.39% Reduce -0.2% 161,926 $16.2M
Parallax Volatility Advisers, L.P. 0.56% Add +7.6% 160,692 $16.1M
Elgethun Capital Management 2.77% Add +0.6% 160,304 $16.0M
Natixis 0.06% Reduce -60.7% 159,840 $16.0M
Jacobson & Schmitt Advisors, LLC 2.69% Add +0.7% 159,705 $16.0M
Jacobs & Co. 1.49% Reduce -1.0% 157,701 $15.8M
Orion Porfolio Solutions, LLC 0.11% Reduce -3.0% 156,349 $15.6M
Snowden Capital Advisors LLC 0.40% Add +0.8% 155,874 $15.6M
CX Institutional 0.46% Add +5.1% 154,857 $15.5M
Walleye Capital LLC 0.09% Add +1331.8% 154,343 $15.4M
Winslow Asset Management Inc. 2.83% Reduce -0.5% 153,384 $15.3M
Perigon Wealth Management, LLC 0.27% Reduce -0.0% 153,192 $15.3M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.22% — 152,845 $15.3M
Advocacy Wealth Management, LLC 0.63% Reduce -2.2% 151,762 $15.2M
Jefferies Financial Group Inc. 0.13% Reduce -37.9% 151,730 $15.2M
Investment Management Corp of Ontario 0.20% Add +81.4% 151,226 $15.1M
Sienna Gestion 0.91% Add +12.8% 150,637 $15.1M
Tran Capital Management, L.P. 1.78% Reduce -7.6% 148,984 $14.9M
Great Lakes Retirement, Inc. 1.54% Add +1.1% 148,590 $14.8M
Allen Mooney & Barnes Investment Advisors LLC 2.23% Add +1.5% 148,104 $14.8M
Modera Wealth Management, LLC 0.17% Reduce -1.9% 146,479 $14.6M
Financial Avengers, Inc. 5.99% Reduce -1.9% 146,354 $14.6M
Advaya LLP 9.48% — 145,300 $14.5M
Van Cleef Asset Management,Inc 1.47% Reduce -0.3% 145,013 $14.5M
1832 Asset Management L.P. 0.02% Add +1.8% 144,760 $14.5M
Kinsale Capital Group, Inc. 2.40% Add +3.5% 144,510 $14.4M
Beacon Pointe Advisors, LLC 0.10% Reduce -0.6% 144,038 $14.4M
Entropy Technologies, LP 0.78% Add +348.2% 143,912 $14.4M
United Capital Financial Advisors, LLC 0.09% Add +15.8% 143,200 $14.3M
Polar Asset Management Partners Inc. 0.37% New 142,800 $14.3M
Banque Pictet & Cie SA 0.14% Add +0.1% 142,731 $14.3M
Atlantic Union Bankshares Corp 0.27% Reduce -5.8% 142,475 $14.2M
Fifth Third Bancorp 0.04% Reduce -6.3% 141,558 $14.1M
AIA Group Ltd 0.21% Add +729.4% 141,193 $14.1M
MAI Capital Management 0.08% Add +5.7% 141,049 $14.1M
Stony Point Capital LLC 1.03% Add +2.6% 140,449 $14.0M
GCM Grosvenor Holdings, LLC 1.98% Reduce -2.7% 139,345 $13.9M
Curi Capital, LLC 0.24% Reduce -19.1% 138,626 $13.9M
Badgley Phelps Wealth Managers, LLC 0.25% Add +1637.4% 138,624 $13.8M
Baxter Bros Inc. 1.60% Add +16.3% 138,429 $13.8M
IMC-Chicago, LLC 0.24% Add +583.0% 138,130 $13.8M
First National Bank of Omaha 0.41% Add +2373.1% 137,033 $13.7M
Principal Securities, Inc. 0.21% Reduce -10.7% 135,839 $13.6M
Prudential PLC 0.11% Reduce -2.5% 135,171 $13.5M
Avanza Fonder AB 0.34% Add +6.0% 135,134 $13.5M
Hemenway Trust Co LLC 1.03% Add +57.2% 134,658 $13.5M
Cornerstone Capital, Inc. 1.32% Add +0.1% 134,383 $13.4M
Parthenon LLC 1.44% Reduce -1.5% 133,820 $13.4M
Oppenheimer Asset Management Inc. 0.16% Reduce -3.9% 133,571 $13.3M
HUB Investment Partners, LLC 0.36% Reduce -8.3% 133,499 $13.3M
Teachers Retirement System of the State of Kentucky 0.10% No change 133,461 $13.3M
McGuire Investment Group, LLC 1.42% Add +0.7% 133,426 $13.3M
Engineers Gate Manager LP 0.16% Add +4.0% 132,934 $13.3M
Shelton Capital Management 0.26% Add +36.6% 132,558 $13.2M
Pacer Advisors, Inc. 0.04% Reduce -4.7% 131,024 $13.1M
Allstate Corp. 0.18% Add +106.5% 130,165 $13.0M
Jamison Private Wealth Management, Inc. 1.62% Add +0.3% 129,839 $13.0M
Cwm, LLC 0.04% Add +7.7% 129,749 $13.0M
Advisors Capital Management, LLC 0.15% Reduce -1.9% 129,082 $12.9M
Trajan Wealth LLC 0.53% Add +14.7% 128,104 $12.8M
Crestwood Advisors Group, LLC 0.21% Reduce -3.2% 127,833 $12.8M
Ironwood Investment Counsel, LLC 1.78% Reduce -3.3% 127,718 $12.8M
Abn Amro Investment Solutions 0.19% Add +79.4% 127,392 $12.7M
UniSuper Management Pty Ltd 0.08% Reduce -1.4% 126,217 $12.6M
Ascent Group, LLC 0.43% Add +5.9% 125,027 $12.5M
Bright Rock Capital Management, LLC 2.46% No change 125,000 $12.5M
NewEdge Advisors, LLC 0.04% Reduce -20.4% 123,379 $12.3M
Motco 1.11% Reduce -0.2% 122,990 $12.3M
Generali Asset Management SPA SGR 0.25% Add +17.9% 122,958 $12.3M
BNP Paribas 0.35% Add +2.2% 122,389 $12.2M
Glenview Trust Co 0.19% Add +2.1% 122,371 $12.2M
Whittier Trust Co. of Nevada Inc. 0.25% Reduce -2.8% 117,785 $12.2M
Westbourne Investment Advisors, Inc. 3.36% Reduce -0.0% 122,023 $12.2M
Baker Avenue Asset Management, LP 0.28% Add +4.7% 121,647 $12.2M
First Merchants Corp. 0.44% Add +0.9% 119,779 $12.0M
Hanson & Doremus Investment Management 1.44% Reduce -1.5% 119,585 $11.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.21% Reduce -0.6% 119,535 $11.9M
Worldquant Millennium Advisors LLC 0.05% Reduce -90.5% 119,441 $11.9M
Cornerstone Advisors, LLC 0.40% No change 119,400 $11.9M
Tower Bridge Advisors 1.22% Reduce -1.6% 119,285 $11.9M
Westend Capital Management, LLC 3.29% Add +1.0% 117,669 $11.8M
Mesirow Financial Investment Management, Inc. 0.24% Reduce -14.8% 117,639 $11.8M
UNIVEST FINANCIAL Corp 0.62% Reduce -1.6% 116,750 $11.7M
Americana Partners, LLC 0.32% Add +11.8% 115,106 $11.5M
Nicholas Company, Inc. 0.20% No change 114,467 $11.4M
Sig Brokerage, LP 3.82% Add +6.7% 113,658 $11.4M
Concentric Capital Strategies, LP 0.59% Add +19.8% 113,500 $11.3M
Evergreen Capital Management LLC 0.25% Add +15.3% 113,093 $11.3M
Mizuho Securities USA LLC 0.19% Reduce -2.1% 121,622 $11.3M
Argent Trust Co 0.39% Add +2.7% 112,663 $11.3M
Lakehouse Capital Pty Ltd 8.06% Reduce -28.5% 111,818 $11.2M
Osmosis Investment Management UK Ltd 0.28% — 110,946 $11.1M
Abacus FCF Advisors LLC 1.45% New 110,770 $11.1M
Boussard & Gavaudan Investment Management LLP 1.67% New 110,000 $11.1M
Rathbones Group PLC 0.04% Reduce -4.0% 109,959 $11.0M
Envestnet Portfolio Solutions, Inc. 0.04% Add +9.0% 109,875 $11.0M
Beverly Hills Private Wealth, LLC 1.90% Add +4.7% 109,386 $10.9M
MidFirst Bank 0.86% — 108,668 $10.9M
OMERS ADMINISTRATION Corp 0.08% Add +1.0% 108,505 $10.8M
Allen Capital Group, LLC 1.00% Add +2.9% 108,335 $10.8M
Verition Fund Management LLC 0.06% Add +11.1% 108,217 $10.8M
Kentucky Retirement Systems 0.29% No change 107,152 $10.7M
Citizens Financial Group Inc. 0.14% Reduce -3.6% 106,908 $10.7M
Patten & Patten Inc. 0.62% Reduce -0.5% 106,436 $10.6M
Private Wealth Partners, LLC 0.75% Add +5.3% 106,419 $10.6M
iA Global Asset Management Inc. 0.14% Add +9.1% 106,033 $10.6M
Choreo, LLC 0.13% Reduce -4.5% 104,524 $10.5M
Timber Creek Capital Management LLC 2.41% Add +0.1% 103,848 $10.4M
Munich Reinsurance Co Stock Corp in Munich 0.25% Add +5728.4% 103,163 $10.4M
NewEdge Wealth, LLC 0.12% Add +24.5% 103,489 $10.3M
Vestmark Advisory Solutions, Inc. 0.14% Add +28.6% 102,372 $10.2M
Geneos Wealth Management Inc. 0.25% Add +3.9% 101,352 $10.1M
Jones Financial Companies LLLP 0.01% Add +89.1% 101,332 $10.1M
Private Advisor Group, LLC 0.05% Add +2.8% 101,016 $10.1M
Norinchukin Bank, The 0.12% Add +4.5% 100,870 $10.1M
Advocate Group LLC 1.63% Reduce -12.1% 100,847 $10.1M
Quinn Opportunity Partners LLC 0.43% New 99,000 $9.9M
Morningstar Investment Management LLC 0.58% Add +4.8% 98,278 $9.8M
Hyperion Capital Advisors LP 4.79% No change 97,880 $9.8M
Horizon Investments, LLC 0.12% Reduce -37.2% 97,867 $9.8M
M&G PLC 0.05% Add +6.7% 97,606 $9.8M
Hartford Investment Management Co. 0.29% Reduce -3.4% 96,695 $9.7M
Thompson Investment Management, Inc. 1.21% Reduce -0.4% 96,161 $9.6M
AMG National Trust Bank 0.23% Add +0.6% 96,022 $9.6M
Tocqueville Asset Management L.P. 0.14% Add +3.1% 95,687 $9.6M
Lafayette Investments, Inc. 1.81% Reduce -0.3% 95,684 $9.6M
Baldwin Wealth Partners LLC 0.61% Reduce -2.2% 95,129 $9.5M
Caisse Des Depots Et Consignations 0.22% No change 95,120 $9.5M
1248 Management, LLC 5.01% No change 93,729 $9.4M
First National Trust Co 0.31% Add +5.0% 93,693 $9.4M
KCM Investment Advisors LLC 0.30% Reduce -0.9% 93,308 $9.3M
Great Lakes Advisors, LLC 0.08% Reduce -2.2% 93,237 $9.3M
Aviance Capital Partners, LLC 1.07% Reduce -0.1% 93,021 $9.3M
Redmond Asset Management, LLC 2.34% Reduce -2.0% 91,797 $9.2M
BI Asset Management Fondsmaeglerselskab A/S 0.08% Reduce -17.4% 91,199 $9.1M
Allianz SE 0.12% No change 90,478 $9.0M
Waverly Advisors, LLC 0.07% Reduce -3.9% 89,919 $9.0M
Colonial Trust Advisors 0.68% Add +14.1% 89,812 $9.0M
Pinebridge Investments LLC 0.06% — 87,537 $8.7M
Mezzasalma Advisors, LLC 2.10% Add +1.8% 85,948 $8.7M
Meiji Yasuda Asset Management Co Ltd. 0.42% Reduce -1.2% 87,320 $8.7M
GAM Holding AG 0.56% Reduce -5.8% 87,210 $8.7M
Gulf International Bank (UK) Ltd 0.28% Add +0.3% 86,896 $8.7M
American Assets Investment Management, LLC 0.60% No change 86,674 $8.7M
Capital Investment Counsel, Inc 1.01% Reduce -2.5% 86,264 $8.6M
Oppenheimer & Co. Inc. 0.12% Add +0.9% 85,631 $8.6M
Permanens Capital L.P. 1.11% Add +36.5% 85,461 $8.5M
Louisiana State Employees Retirement System 0.15% Reduce -4.7% 85,300 $8.5M
Maryland State Retirement & Pension System 0.18% No change 85,112 $8.5M
Venturi Wealth Management, LLC 0.38% Add +2185.8% 84,986 $8.5M
Spectrum Financial Alliance Ltd LLC 1.66% Reduce -4.3% 84,183 $8.4M
Mgo One Seven LLC 0.17% Add +52.6% 83,354 $8.3M
Radnor Capital Management, LLC 1.23% Reduce -1.9% 83,050 $8.3M
National Philanthropic Trust 0.08% Reduce -18.7% 82,389 $8.2M
Tower Research Capital LLC (TRC) 0.20% Add +28.9% 81,840 $8.2M
Fagan Associates, Inc. 1.09% Add +3.0% 81,791 $8.2M
Lighthouse Investment Partners, LLC 0.27% Add +100.5% 80,879 $8.1M
Seaview Investment Managers LLC 3.02% New 80,345 $8.0M
Metis Global Partners, LLC 0.19% Reduce -9.8% 79,990 $8.0M
New Mexico Educational Retirement Board 0.23% Add +1.9% 78,687 $7.9M
Aquatic Capital Management LLC 0.22% Reduce -74.5% 77,050 $7.7M
Marco Investment Management LLC 0.58% Reduce -0.9% 76,689 $7.7M
Daiichi Life Insurance Co., Ltd. 0.20% Reduce -4.6% 76,359 $7.6M
Gilman Hill Asset Management, LLC 1.19% Add +6.4% 75,843 $7.6M
Mark Asset Management LP 0.85% Add +8.3% 75,795 $7.6M
Caprock Group, LLC 0.16% Add +45.6% 75,645 $7.6M
Integrated Advisors Network LLC 0.33% Add +54.5% 74,898 $7.5M
Pring Turner Capital Group Inc. 4.63% Reduce -1.1% 74,825 $7.5M
Cullen Investment Group, LTD. 0.97% Add +198.8% 74,479 $7.5M
Alberta Investment Management Corp 0.05% Reduce -1.2% 74,600 $7.5M
Illinois Municipal Retirement Fund 0.09% Add +35.2% 74,397 $7.4M
Cloverfields Capital Group, LP 2.30% Reduce -3.5% 74,395 $7.4M
GHP Investment Advisors, Inc. 0.30% Add +5.2% 73,690 $7.4M
Boston Common Asset Management, LLC 0.44% Reduce -38.6% 73,054 $7.3M
Salvus Wealth Management, LLC 4.08% Add +1.0% 73,041 $7.3M
Commerce Bank 0.04% Reduce -1.9% 72,291 $7.2M
Headlands Technologies LLC 0.60% Add +29.7% 71,931 $7.2M
Kavar Capital Partners Group, LLC 0.98% Reduce -0.3% 71,249 $7.1M
Citizens Business Bank 1.17% Add +1.3% 71,091 $7.1M
Tiaa Trust, National Association 0.02% Reduce -3.9% 70,992 $7.1M
Kohmann Bosshard Financial Services, LLC 0.65% Reduce -6.2% 70,988 $7.1M
Central Pacific Bank - Trust Division 0.90% Reduce -11.3% 70,553 $7.0M
AE Wealth Management LLC 0.04% Reduce -29.4% 70,449 $7.0M
Naples Global Advisors, LLC 0.52% Reduce -0.9% 70,298 $7.0M
Birch Capital Management, LLC 3.48% Reduce -2.4% 69,741 $7.0M
Scotia Capital Inc. 0.03% Add +2.1% 69,339 $6.9M
Merit Financial Group, LLC 0.06% Add +19.4% 69,112 $6.9M
Elo Mutual Pension Insurance Co 0.11% Reduce -40.8% 68,745 $6.9M
MUFG Securities EMEA plc 0.08% Add +109.7% 68,476 $6.8M
AG2R La Mondiale Gestion D'actifs 0.30% Add +6.2% 68,303 $6.8M
Laird Norton Wetherby Trust Company, LLC 0.14% New 68,224 $6.8M
Arkadios Wealth Advisors 0.14% Add +5.7% 68,164 $6.8M
Acadian Asset Management LLC 0.01% Add +156.5% 68,124 $6.8M
Prentiss Smith & Co. Inc. 4.04% Reduce -0.4% 67,642 $6.8M
Siemens Fonds Invest GmbH 0.36% Add +11.0% 66,802 $6.7M
Twin Lakes Capital Management, LLC 2.95% Add +0.2% 66,476 $6.6M
Investment Research & Advisory Group, Inc. 2.19% Reduce -0.9% 66,102 $6.6M
Quantitative Investment Management, LLC 0.64% New 65,917 $6.6M
Sendero Wealth Management, LLC 0.73% Reduce -9.2% 65,662 $6.6M
Somerville Kurt F 1.11% Add +49.7% 65,555 $6.5M
Spire Wealth Management 0.22% Reduce -3.2% 65,102 $6.5M
Smithbridge Asset Management Inc. 0.56% Reduce -7.9% 65,091 $6.5M
Equitable Holdings, Inc. 0.04% Reduce -5.5% 64,983 $6.5M
Algert Global LLC 0.10% Add +27.0% 64,426 $6.4M
Thompson Siegel & Walmsley LLC 0.11% Reduce -4.8% 63,728 $6.4M
Legal Advantage Investments, Inc. 2.94% Reduce -2.3% 63,560 $6.4M
Walleye Trading LLC 0.10% New 63,426 $6.3M
Farther Finance Advisors, LLC 0.07% Add +228.8% 63,384 $6.3M
LaFleur & Godfrey LLC 0.77% Reduce -8.7% 63,232 $6.3M
Oliver Luxxe Assets LLC 0.96% Reduce -2.7% 63,161 $6.3M
Hennion & Walsh Asset Management, Inc. 0.22% Add +2.4% 62,835 $6.3M
Hamilton Capital Partners Inc. 0.22% Add +5.4% 61,203 $6.1M
Wright Investors Service Inc. 1.83% Add +145.2% 61,075 $6.1M
Orange Investment Advisors, Inc. 0.67% Reduce -9.0% 60,798 $6.1M
CI Investments Inc. 0.03% Add +38.2% 60,547 $6.0M
Lincoln Capital Corp. 2.14% Reduce -0.6% 60,344 $6.0M
Dana Investment Advisors, Inc. 0.17% Add +190.6% 60,131 $6.0M
Lincoln Capital LLC 1.09% Reduce -1.9% 60,073 $6.0M
WINTON GROUP Ltd 0.21% Reduce -1.9% 60,012 $6.0M
HB Wealth Management, LLC 0.04% Add +5.7% 59,594 $6.0M
Alerus Financial NA 0.29% Add +21.5% 59,143 $5.9M
AlTi Global, Inc. 0.13% Reduce -53.0% 59,099 $5.9M
North Dakota State Investment Board 0.22% — 58,531 $5.8M
Trivium Point Advisory, LLC 0.59% Add +16.9% 58,453 $5.8M
Condor Capital Management 0.47% Reduce -0.6% 58,415 $5.8M
Tokio Marine Asset Management Co. Ltd. 0.20% Add +1.2% 58,306 $5.8M
Perkins Coie Trust Co 1.08% Reduce -4.7% 58,224 $5.8M
Optiver Holding B.V. 0.10% Reduce -52.0% 57,414 $5.7M
William Allan Corp 3.25% Reduce -2.9% 57,389 $5.7M
Oak Harvest Investment Services 0.63% Add +22.1% 57,387 $5.7M
Plato Investment Management Ltd 0.37% No change 57,039 $5.7M
DLK Investment Management, LLC 2.12% Reduce -0.2% 57,092 $5.7M
Coppell Advisory Solutions LLC 0.56% Add +12.8% 56,634 $5.7M
Pittenger & Anderson Inc. 0.22% Add +2.5% 56,917 $5.7M
Conning Inc. 0.20% Add +6.8% 56,862 $5.7M
Harrington Investments, INC 2.84% Add +0.7% 56,657 $5.7M
Krilogy Financial LLC 0.19% Add +75.8% 54,690 $5.6M
LGT Group Foundation 0.06% Reduce -11.4% 55,876 $5.6M
Voya Financial Advisors, Inc. 0.53% Reduce -4.4% 54,683 $5.5M
Independent Advisor Alliance 0.13% Add +40.5% 55,111 $5.5M
Commerzbank Aktiengesellschaft 0.11% Add +218.7% 55,092 $5.5M
Bokf, NA 0.08% Reduce -7.7% 55,012 $5.5M
Resolute Capital Asset Partners LLC 2.65% Reduce -31.3% 55,000 $5.5M
Capital Analysts, LLC 0.15% Add +3.9% 54,992 $5.5M
Stratos Wealth Partners, LTD. 0.06% Add +14.3% 54,719 $5.5M
Greenup Street Wealth Management LLC 0.79% Add +57.6% 54,715 $5.5M
Park Avenue Securities LLC 0.05% Add +5.4% 54,522 $5.4M
First American Bank 0.33% Add +0.1% 54,005 $5.4M
Northwestern Mutual Investment Management Company, LLC 0.06% Reduce -1.9% 53,370 $5.3M
Bailard, Inc. 0.12% Reduce -4.1% 53,166 $5.3M
Ibex Wealth Advisors 0.52% Add +2.5% 53,093 $5.3M
Klein Pavlis & Peasley Financial, Inc. 3.11% Add +3.5% 52,825 $5.3M
Intrinsic Value Partners, LLC 3.93% Reduce -4.5% 52,455 $5.2M
MASTERINVEST Kapitalanlage GmbH 0.50% No change 52,056 $5.2M
Keybank National Association 0.02% Add +3.0% 52,382 $5.2M
Wealthspire Advisors, LLC 0.04% Reduce -33.8% 52,336 $5.2M
Evolve Private Wealth, LLC 0.31% — 52,153 $5.2M
Cardinal Point Capital Management ULC 0.34% New 52,034 $5.2M
Prospera Financial Services Inc 0.08% Reduce -3.7% 51,702 $5.2M
First National Advisers, LLC 0.70% Add +590.8% 51,206 $5.1M
Greenleaf Trust 0.05% Reduce -0.7% 51,172 $5.1M
FWL Investment Management, LLC 1.23% Add +17.6% 51,032 $5.1M
American Trust Investment Advisors, LLC 2.72% Add +1.9% 50,913 $5.1M
Allworth Financial LP 0.02% Reduce -1.9% 50,741 $5.1M
RNC Capital Management LLC 0.23% Reduce -0.9% 50,701 $5.1M
Prevail Innovative Wealth Advisors, LLC 0.91% Add +5.8% 50,679 $5.1M
Colonial Trust Co / SC 0.67% Reduce -3.1% 50,543 $5.0M
IFP Advisors, Inc 0.11% Add +143.9% 50,485 $5.0M
Maltese Capital Management LLC 0.90% Reduce -20.0% 50,000 $5.0M
Brookstone Capital Management 0.06% Add +3.7% 49,475 $4.9M
Hixon Zuercher, LLC 1.50% Add +0.7% 49,396 $4.9M
Daymark Wealth Partners, LLC 0.16% Reduce -0.2% 49,353 $4.9M
Tandem Capital Management Corp. 2.24% Reduce -0.1% 49,262 $4.9M
Empirical Finance, LLC 0.23% Reduce -4.1% 49,167 $4.9M
Southeast Asset Advisors, LLC 0.46% Reduce -0.4% 48,994 $4.9M
TD Waterhouse Canada Inc. 0.03% Add +622.4% 48,697 $4.9M
SOL Capital Management CO 0.44% Reduce -1.4% 48,666 $4.9M
Lombard Odier Asset Management (Switzerland) SA 0.21% Reduce -14.9% 48,534 $4.8M
LS Investment Advisors, LLC 0.68% Add +1.1% 48,405 $4.8M
Hunter Perkins Capital Management, LLC 1.11% Reduce -0.2% 48,086 $4.8M
Leelyn Smith, LLC 0.69% Add +5.3% 47,784 $4.8M
PEAK6 LLC 0.13% Add +48.0% 47,625 $4.8M
Strategic Global Advisors, LLC 0.73% Reduce -2.2% 47,468 $4.7M
Dorsey & Whitney Trust CO LLC 0.25% Reduce -3.5% 47,103 $4.7M
ICICI Prudential Asset Management Co Ltd 0.55% Reduce -14.5% 47,080 $4.7M
Skylands Capital, LLC 0.64% Add +70.6% 47,000 $4.7M
Gabelli Funds LLC 0.03% Reduce -10.3% 46,880 $4.7M
Rossmore Private Capital 0.42% Add +68.5% 46,684 $4.7M
Seneca House Advisors 1.74% Reduce -17.6% 46,595 $4.7M
Huntington National Bank 0.04% Add +11.8% 46,413 $4.6M
Composition Wealth, LLC 0.07% Add +7.7% 46,133 $4.6M
Linscomb Wealth, Inc. 0.19% Add +4.2% 46,104 $4.6M
HighPoint Advisor Group LLC 0.10% Add +40.2% 46,080 $4.6M
Trexquant Investment LP 0.04% Reduce -78.3% 45,985 $4.6M
Gotham Asset Management 0.02% Reduce -2.4% 45,911 $4.6M
TCW Group Inc. 0.03% Add +128.6% 45,799 $4.6M
Securian Asset Management, Inc. 0.17% Reduce -44.9% 45,419 $4.5M
Delta Capital Management LLC 2.58% Reduce -13.9% 45,385 $4.5M
Chatham Capital Group, Inc. 0.64% Add +0.1% 45,277 $4.5M
Mufg Securities Americas Inc. 0.28% Reduce -2.2% 44,999 $4.5M
East Coast Asset Management, LLC. 1.32% Add +0.2% 44,986 $4.5M
Malaga Cove Capital, LLC 1.55% Reduce -4.0% 44,931 $4.5M
Kentucky Retirement Systems Insurance Trust Fund 0.29% No change 44,913 $4.5M
Fiduciary Financial Group, LLC 0.63% Add +0.3% 44,888 $4.5M
Montag A & Associates Inc. 0.20% Reduce -8.2% 44,653 $4.5M
Wilmington Savings Fund Society, FSB 0.10% Reduce -1.9% 44,591 $4.5M
SAM Advisors, LLC 1.41% Reduce -3.8% 44,560 $4.5M
Community Financial Services Group, LLC 0.80% Reduce -3.8% 43,811 $4.4M
180 Wealth Advisors, LLC 0.50% Add +0.2% 43,563 $4.4M
American Trust 0.37% Reduce -1.1% 43,470 $4.3M
Victrix Investment Advisors 1.68% Reduce -1.0% 43,408 $4.3M
Partners Capital Investment Group, LLP 0.16% Reduce -18.8% 43,137 $4.3M
Gillson Capital LP 0.28% New 43,100 $4.3M
Vest Financial, LLC 0.05% Add +50.7% 42,955 $4.3M
Oakmont Investment Advisors, Inc. 3.12% — 42,628 $4.3M
Buttonwood Financial Advisors Inc. 1.41% Reduce -1.3% 42,412 $4.2M
E. Ohman J:or Asset Management AB 0.10% New 42,400 $4.2M
Red Spruce Capital, LLC 1.69% Add +2.0% 42,371 $4.2M
Lantern Wealth Advisors, LLC 2.25% Reduce -29.8% 42,332 $4.2M
Patriot Financial Group Insurance Agency, LLC 0.50% Add +10.6% 42,217 $4.2M
Goelzer Investment Management, Inc. 0.19% Add +3.6% 41,916 $4.2M
Eagle Bluffs Wealth Management LLC 1.69% Add +3.0% 41,730 $4.2M
Courier Capital LLC 0.23% Reduce -0.5% 41,709 $4.2M
Barnes Dennig Private Wealth Management LLC 4.18% Reduce -5.1% 41,620 $4.2M
Puzo Michael J 1.13% Add +73.6% 41,485 $4.1M
Quadrant Capital Group LLC 0.13% Add +0.3% 41,406 $4.1M
Marble Wealth, LLC 0.57% — 41,400 $4.1M
Pine Haven Investment Counsel, Inc 2.94% Reduce -0.3% 41,313 $4.1M
Apollon Wealth Management, LLC 0.07% Add +2.8% 41,250 $4.1M
Mengis Capital Management, Inc. 0.73% Reduce -1.7% 41,181 $4.1M
SGL Investment Advisors, Inc. 1.66% Add +1.7% 40,138 $4.1M
OneDigital Investment Advisors LLC 0.04% Reduce -5.6% 40,941 $4.1M
Fiduciary Group, LLC 0.34% Reduce -2.2% 40,676 $4.1M
Conscious Wealth Investments, LLC 2.44% Reduce -10.0% 39,814 $4.1M
Parallel Advisors, LLC 0.07% Reduce -2.0% 40,482 $4.0M
Vestcor Inc 0.12% Reduce -12.1% 40,478 $4.0M
Clean Yield Group 1.12% Add +47.9% 40,449 $4.0M
Means Investment Co., Inc. 0.34% Reduce -4.5% 40,397 $4.0M
FSB Premier Wealth Management, Inc. 1.28% Add +8.6% 40,334 $4.0M
JB Capital LLC 0.16% Reduce -11.1% 40,167 $4.0M
University of Texas/Texas Am Investment Management Co. 0.57% Reduce -1.0% 40,077 $4.0M
Spectrum Asset Management, Inc. (NB/CA) 1.33% Reduce -24.5% 40,034 $4.0M
Sculati Wealth Management, LLC 1.41% Reduce -1.0% 39,930 $4.0M
Vontobel Holding Ltd. 0.01% Add +6.9% 39,874 $4.0M
Ashton Thomas Private Wealth, LLC 0.10% Reduce -1.8% 39,770 $4.0M
Secure Asset Management, LLC 0.62% Add +2.9% 39,693 $4.0M
Cinctive Capital Management LP 0.23% New 39,346 $3.9M
Sepio Capital, LP 0.21% Reduce -3.4% 38,865 $3.9M
Stonebridge Capital Advisors LLC 0.27% Reduce -1.3% 38,781 $3.9M
Bedell Frazier Investment Counselling, LLC 0.75% New 38,706 $3.9M
Correct Capital Wealth Management 0.73% Add +6.5% 38,564 $3.9M
GeoWealth Management, LLC 0.14% Reduce -1.8% 38,421 $3.8M
Nelson Capital Management, LLC 0.45% Reduce -1.6% 38,369 $3.8M
TD Private Client Wealth LLC 0.08% Reduce -1.1% 38,272 $3.8M
Graham Capital Management, L.P. 0.19% Add +79.5% 38,255 $3.8M
Kingsview Wealth Management, LLC 0.06% Add +577.3% 38,245 $3.8M
Anchor Investment Management, LLC 0.31% Add +16.3% 38,227 $3.8M
Fearless Solutions, LLC dba Best Invest 2.31% Reduce -1.1% 38,181 $3.8M
Stableford Capital II LLC 1.38% Add +9.3% 38,137 $3.8M
Summit Financial, LLC 0.06% Add +0.3% 38,134 $3.8M
GAMMA Investing LLC 0.19% Add +8.4% 37,983 $3.8M
Twin Capital Management Inc. 0.47% Reduce -1.3% 37,955 $3.8M
Heritage Wealth Advisors 0.14% New 37,927 $3.8M
HF Advisory Group, LLC 1.31% Add +1.2% 37,601 $3.8M
Dakota Wealth Management 0.07% Add +2.5% 37,564 $3.8M
Global Retirement Partners, LLC 0.07% Add +21.8% 37,531 $3.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Add +19.8% 37,438 $3.7M
GS Investments, Inc. 2.03% Reduce -7.6% 37,420 $3.7M
Inkwell Capital LLC 3.76% Reduce -1.0% 36,930 $3.7M
Aaron Wealth Advisors LLC 0.21% Add +13.1% 36,896 $3.7M
Central Bank & Trust Co. 0.57% Reduce -1.4% 36,627 $3.7M
Florida Trust Wealth Management Co 0.10% Add +41.2% 36,594 $3.7M
Annandale Capital, LLC 0.58% No change 35,848 $3.6M
Praxis Investment Management Inc. 0.21% No change 35,800 $3.6M
Moneta Group Investment Advisors LLC 0.03% Reduce -2.6% 35,309 $3.5M
Johnson Investment Counsel Inc. 0.03% Reduce -9.9% 35,293 $3.5M
Valeo Financial Advisors, LLC 0.08% Reduce -4.4% 35,031 $3.5M
J. Safra Sarasin Holding AG 0.06% Add +0.9% 35,004 $3.5M
Great Valley Advisor Group, Inc. 0.07% Add +19.0% 34,827 $3.5M
Carmel Capital Partners, LLC 1.22% Add +43.3% 34,821 $3.5M
V-Square Quantitative Management LLC 0.36% Add +2.4% 34,663 $3.5M
Webster Bank, N. A. 0.33% Add +0.8% 34,661 $3.5M
Bleakley Financial Group, LLC 0.06% Add +19.7% 34,607 $3.5M
Crux Wealth Advisors 1.28% Reduce -0.3% 34,558 $3.5M
Resonant Capital Advisors, LLC 0.19% Add +1.9% 34,458 $3.4M
Groupama Asset Managment 0.05% Reduce -9.1% 34,310 $3.4M
Cascade Investment Advisors, Inc. 2.01% Reduce -4.0% 34,155 $3.4M
IFG Advisory, LLC 0.15% Add +0.8% 34,064 $3.4M
Choate Investment Advisors 0.07% Reduce -1.9% 33,995 $3.4M
Gill Capital Partners, LLC 1.02% Reduce -1.2% 33,663 $3.4M
Machina Capital S.A.S. 0.64% Add +77.6% 33,621 $3.4M
Chemistry Wealth Management LLC 0.63% Add +0.2% 33,499 $3.3M
Twin City Private Wealth, LLC 2.52% Add +5.2% 33,340 $3.3M
Arax Advisory Partners 0.10% Reduce -79.8% 33,252 $3.3M
Harfst & Associates, Inc. 0.59% Reduce -2.2% 32,968 $3.3M
Cary Street Partners Financial LLC 0.08% Add +1.0% 32,897 $3.3M
Concurrent Investment Advisors, LLC 0.04% Add +65.8% 32,881 $3.3M
Savvy Advisors, Inc. 0.11% Add +17.4% 32,831 $3.3M
Westview Management dba Westview Investment Advisors 1.56% — 32,793 $3.3M
GPM Growth Investors, Inc. 1.27% Reduce -2.8% 32,738 $3.3M
Finer Wealth Management, Inc. 1.58% Add +2.2% 32,702 $3.3M
Compass Wealth Management LLC 0.81% Reduce -2.1% 32,649 $3.3M
GM Advisory Group, LLC 0.13% Reduce -7.3% 32,523 $3.2M
Modus Advisors, LLC 0.85% Reduce -31.8% 32,355 $3.2M
Meeder Advisory Services, Inc. 0.14% Add +6.7% 32,224 $3.2M
Beacon Financial Group 0.32% Reduce -0.5% 32,191 $3.2M
D L Carlson Investment Group Inc. 0.54% Add +0.1% 32,187 $3.2M
CWA Asset Management Group, LLC 0.12% Add +2.6% 31,902 $3.2M
Strata Wealth Advisors, LLC 0.88% Add +0.0% 31,818 $3.2M
Main Street Research LLC 0.18% Reduce -6.8% 31,782 $3.2M
Sterling Investment Advisors, Ltd. 0.58% Reduce -2.0% 31,571 $3.2M
Roundview Capital LLC 0.19% Reduce -9.7% 31,543 $3.2M
Chaney Capital Management, Inc. 1.09% Add +0.9% 31,480 $3.1M
Vise Technologies, Inc. 0.06% Add +47.0% 31,083 $3.1M
Maia Wealth LLC 0.53% Reduce -3.9% 32,651 $3.1M
Mraz, Amerine & Associates, Inc. 0.46% Reduce -0.6% 30,923 $3.1M
Scott & Selber, Inc. 0.77% Reduce -3.6% 30,912 $3.1M
Signaturefd, LLC 0.05% Add +3.4% 30,887 $3.1M
Kidder Stephen W 0.87% Add +64.3% 30,875 $3.1M
AlphaQuest LLC 0.17% Add +269.8% 30,862 $3.1M
Kintegral Advisory, LLC 0.26% Reduce -2.7% 30,857 $3.1M
LGT Fund Management Co Ltd. 0.24% No change 30,577 $3.1M
Pacific Capital Partners Ltd 3.25% Add +33.8% 30,670 $3.1M
Stenger Family Office, LLC 0.63% Add +5.7% 30,578 $3.1M
Kestra Investment Management, LLC 0.07% Add +10.1% 30,473 $3.0M
Iowa State Bank 0.57% Add +1.2% 30,266 $3.0M
Chicago Partners Investment Group LLC 0.07% Reduce -3.0% 29,448 $3.0M
Coastline Trust Co 0.28% Reduce -0.9% 30,030 $3.0M
Mount Vernon Associates Inc. 2.00% No change 29,800 $3.0M
Capital Advisors Inc. 0.05% Reduce -0.3% 29,753 $3.0M
Capital Investment Advisory Services, LLC 0.21% Reduce -1.4% 29,725 $3.0M
Ritholtz Wealth Management 0.05% Add +13.0% 29,718 $3.0M
Exchange Traded Concepts, LLC 0.02% Reduce -89.6% 29,659 $3.0M
Kozak & Associates, Inc. 0.57% Reduce -2.1% 29,511 $3.0M
Ostrum Asset Management 0.14% Reduce -16.1% 29,269 $2.9M
Royal Palms Capital LLC 3.45% — 29,089 $2.9M
Cypress Capital, LLC 0.81% Add +64.3% 29,070 $2.9M
Hager Investment Management Services, LLC 1.58% Reduce -2.5% 29,001 $2.9M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.41% Add +11.5% 29,000 $2.9M
Strategic Wealth Partners, Ltd. 0.20% Add +17.3% 28,996 $2.9M
Bridgeway Capital Management, LLC 0.06% Reduce -0.7% 28,920 $2.9M
Cetera Trust Company, N.A 1.54% Add +1.2% 28,855 $2.9M
Accuvest Global Advisors 2.12% Add +664.5% 28,747 $2.9M
Argus Investors' Counsel, Inc. 2.29% Reduce -0.0% 28,736 $2.9M
Meiji Yasuda Life Insurance Co 0.08% Add +14.8% 28,730 $2.9M
Coldstream Capital Management Inc. 0.04% Reduce -14.7% 28,730 $2.9M
Canandaigua National Bank & Trust Co. 0.26% Reduce -2.7% 28,503 $2.8M
Tema ETFs LLC 0.22% Reduce -0.3% 28,503 $2.8M
Edgestream Partners, L.P. 0.08% Reduce -18.3% 28,356 $2.8M
Vaughan David Investments LLC 0.06% Reduce -5.1% 28,337 $2.8M
Martin Capital Advisors, LLP 1.66% Add +1.1% 28,333 $2.8M
EPG Wealth Management LLC 0.76% Add +4.9% 28,289 $2.8M
Hudson Canyon Capital Management 1.65% No change 28,215 $2.8M
Hancock Whitney Corp. 0.05% Add +42.6% 28,178 $2.8M
Xcel Wealth Management, LLC 0.73% No change 28,171 $2.8M
Wynn Capital, LLC 1.36% Reduce -0.8% 28,017 $2.8M
GAMCO Investors 0.03% Reduce -1.7% 27,763 $2.8M
Ballentine Partners, LLC 0.04% Add +4.4% 27,451 $2.7M
HBK Sorce Advisory LLC 0.06% Reduce -5.9% 26,048 $2.7M
Diversify Advisory Services, LLC 0.09% Add +11.6% 26,212 $2.7M
Capital International, Inc. 0.02% New 27,190 $2.7M
Garrison Bradford & Associates Inc. 2.94% Reduce -0.7% 27,110 $2.7M
Power Wealth Management LLC 0.95% Reduce -2.6% 27,057 $2.7M
Delaney Dennis R 1.35% Add +36.4% 26,953 $2.7M
Group One Trading LLC 0.08% Reduce -57.7% 26,939 $2.7M
Parsonex Advisory Services, Inc. 1.72% Add +3.6% 26,935 $2.7M
Centaurus Financial, Inc. 0.12% Reduce -27.8% 26,843 $2.7M
Notis-McConarty Edward 1.23% Add +55.7% 26,545 $2.7M
Norden Group LLC 0.26% Add +6.0% 26,500 $2.6M
Cape Investment Advisory, Inc. 0.81% Reduce -0.3% 26,472 $2.6M
Pettyjohn, Wood & White, Inc. 0.41% Add +2.8% 26,451 $2.6M
Juno Financial Group LLC 1.04% — 25,935 $2.6M
Simmons Bank 0.17% Add +724.1% 25,828 $2.6M
Nicolet Advisory Services, LLC 0.17% Add +7.4% 25,183 $2.6M
UMB Bank, n.a. 0.03% Add +8.3% 25,647 $2.6M
Columbia Asset Management 0.46% Reduce -1.4% 25,630 $2.6M
DRW Securities, LLC 0.19% Reduce -18.5% 25,582 $2.6M
Fifth Third Wealth Advisors LLC 0.09% Reduce -3.2% 25,518 $2.5M
Salem Investment Counselors Inc. 0.07% Reduce -0.7% 25,485 $2.5M
Annis Gardner Whiting Capital Advisors, LLC 0.48% Add +1.3% 25,483 $2.5M
Convergence Investment Partners, LLC 0.50% Add +21.2% 25,356 $2.5M
Regions Financial Corp. 0.02% Reduce -3.2% 25,221 $2.5M
Ancora Advisors LLC 0.05% Add +4.3% 25,215 $2.5M
Axxcess Wealth Management, LLC 0.04% Add +67.8% 25,131 $2.5M
Texas Yale Capital Corp. 0.08% No change 25,115 $2.5M
Horizon Investment Services, LLC 0.90% Add +10.9% 25,077 $2.5M
Greenline Partners, LLC 0.29% Add +3.0% 25,066 $2.5M
Frank, Rimerman Advisors LLC 0.16% Add +19.6% 24,890 $2.5M
Investment Advisory Services Inc. /TX 0.78% Reduce -1.0% 24,830 $2.5M
Aspen Investment Management Inc 0.75% Add +1.5% 24,721 $2.5M
Qtron Investments LLC 0.32% Reduce -5.1% 24,698 $2.5M
JFS Wealth Advisors, LLC 0.14% Add +0.4% 24,626 $2.5M
Valley National Advisers Inc. 0.34% Reduce -2.6% 24,632 $2.5M
Nomura Holdings Inc. 0.01% Reduce -70.8% 24,386 $2.4M
Cannon Capital Management, Inc. 2.14% — 24,316 $2.4M
Ascent Wealth Partners, LLC 0.28% Add +0.2% 24,248 $2.4M
Aspiriant, LLC 0.07% Add +1.8% 24,245 $2.4M
SageView Advisory Group, LLC 0.08% Reduce -12.7% 24,102 $2.4M
K.J. Harrison & Partners Inc 0.32% No change 23,943 $2.4M
3Chopt Investment Partners, LLC 0.53% Add +3.7% 23,886 $2.4M
Guggenheim Capital LLC 0.02% Reduce -11.3% 23,755 $2.4M
Campbell & CO Investment Adviser LLC 0.11% Reduce -33.3% 23,619 $2.4M
SVB Wealth LLC 0.14% Reduce -7.0% 23,576 $2.4M
Broderick Brian C 0.44% Add +76.1% 23,374 $2.3M
Chesley Taft & Associates LLC 0.09% Reduce -1.2% 23,320 $2.3M
Stephens Inc. 0.03% Reduce -0.9% 23,287 $2.3M
Mach-1 Financial Group, LLC 0.48% New 23,198 $2.3M
Aviso Wealth Management 0.97% Add +12.2% 23,160 $2.3M
Okabena Investment Services Inc. 0.44% Add +188.7% 23,115 $2.3M
Caxton Associates LLP 0.05% Add +474.4% 23,108 $2.3M
IKE Capital, LLC 2.00% — 22,974 $2.3M
Lanark Financial, Inc. 0.17% Add +106.7% 22,967 $2.3M
Roberts Wealth Advisors, LLC 0.60% Add +0.5% 22,961 $2.3M
RiverPark Advisors, LLC 1.18% Reduce -9.3% 22,902 $2.3M
Brooklyn Investment Group 0.11% Add +53.4% 22,554 $2.3M
Brown Brothers Harriman & Co. 0.01% Add +49.9% 22,866 $2.3M
1ST Source Bank 0.12% Reduce -2.2% 22,862 $2.3M
Tealwood Asset Management Inc. 1.02% Reduce -2.2% 22,857 $2.3M
Savant Capital, LLC 0.01% Add +2.0% 22,826 $2.3M
LOM Asset Management Ltd 0.66% Add +3.9% 22,771 $2.3M
Alpha Cubed Investments, LLC 0.08% Reduce -11.5% 22,740 $2.3M
Weiss Asset Management LP 0.04% Reduce -2.2% 22,662 $2.3M
Diversified Investment Strategies, LLC 1.48% Reduce -2.1% 22,637 $2.3M
SPWM Advisors LLC 2.16% — 22,605 $2.3M
L2 Asset Management, LLC 0.30% Add +179.0% 22,555 $2.3M
Wolff Wiese Magana LLC 1.23% Add +25.6% 22,486 $2.2M
Cornercap Investment Counsel Inc. 1.10% Reduce -1.4% 22,287 $2.2M
Dark Forest Capital Management LP 0.10% Add +27.4% 22,128 $2.2M
Lebenthal Global Advisors, LLC 0.34% Add +11.3% 22,111 $2.2M
Dynamic Advisor Solutions LLC 0.07% Reduce -9.7% 22,045 $2.2M
Pine Valley Investments Ltd Liability Co 0.11% Reduce -1.9% 22,014 $2.2M
Rational Advisors, Inc. 0.24% Add +528.6% 22,000 $2.2M
Pinnacle Associates Ltd. 0.03% Reduce -6.5% 21,859 $2.2M
Pettee Investors, Inc. 1.22% Reduce -1.6% 21,807 $2.2M
Riverwater Partners LLC 0.84% Reduce -0.4% 21,694 $2.2M
Essex Bank 0.47% Reduce -0.1% 21,681 $2.2M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -1.3% 21,541 $2.2M
Cramer Rosenthal McGlynn LLC 0.14% Reduce -80.0% 21,536 $2.2M
Professional Financial Advisors, LLC 0.44% Add +0.1% 21,512 $2.1M
Westover Capital Advisors, LLC 0.39% Add +42.3% 21,429 $2.1M
Prime Capital Investment Advisors, LLC 0.03% Reduce -2.5% 21,412 $2.1M
Csenge Advisory Group 0.10% Add +8.9% 21,394 $2.1M
Elevated Private Wealth, LLC 2.22% — 21,387 $2.1M
GTS Securities LLC 0.07% Add +152.0% 21,378 $2.1M
ING Groep NV 0.01% Reduce -85.6% 21,368 $2.1M
Citizens & Northern Corp. 0.53% Reduce -3.7% 21,271 $2.1M
Sunbelt Securities, Inc. 0.14% Add +0.2% 21,210 $2.1M
Smartleaf Asset Management LLC 0.08% Add +10.2% 20,943 $2.1M
Journey Retirement Planning & Investment Management LLC 0.43% — 20,928 $2.1M
Forum Financial Management, LP 0.03% Add +0.4% 20,797 $2.1M
Ninety One SA (Pty) Ltd 0.09% Add +153.2% 20,756 $2.1M
Compound Planning, Inc. 0.06% Add +11.7% 20,651 $2.1M
City Holding Co. 0.25% Add +2.9% 20,571 $2.1M
Old National Bancorp 0.03% Reduce -6.0% 20,488 $2.0M
Oak Thistle LLC 0.28% Add +33.6% 20,474 $2.0M
Virtus Investment Advisers, LLC 0.55% Add +8.6% 20,324 $2.0M
Bridges Investment Management Inc. 0.03% Add +0.7% 20,316 $2.0M
RFG - Bristol Wealth Advisors, LLC 0.56% Add +21.9% 20,269 $2.0M
Dempze Nancy E 1.05% Add +78.6% 20,261 $2.0M
Weaver C. Barksdale & Associates, Inc. 2.12% Reduce -9.5% 20,215 $2.0M
Moors & Cabot, Inc. 0.09% Reduce -0.9% 20,221 $2.0M
Integrated Investment Consultants, LLC 0.40% Add +3.7% 20,216 $2.0M
Elefante Mark B 1.24% Add +56.2% 20,185 $2.0M
Keystone Financial Services 0.61% Reduce -1.0% 20,162 $2.0M
Hills Bank & Trust Co 0.12% Reduce -5.2% 20,156 $2.0M
Caldwell Trust Co 0.18% Add +0.4% 20,078 $2.0M
Dynasty Wealth Management, LLC 0.02% Add +12.8% 20,063 $2.0M
Whitener Capital Management, Inc. 0.45% Add +7.8% 19,923 $2.0M
StoneX Group Inc. 0.09% Add +1.5% 19,861 $2.0M
Westpac Banking Corp. 0.12% Reduce -55.1% 19,790 $2.0M
Letko, Brosseau & Associates Inc. 0.03% No change 19,746 $2.0M
NorthCrest Asset Manangement, LLC 0.04% Reduce -0.3% 19,010 $2.0M
Boothbay Fund Management, LLC 0.05% Add +47.6% 19,572 $2.0M
Moody National Bank Trust Division 0.19% Reduce -29.8% 19,489 $1.9M
Brown, Lisle/Cummings, Inc. 0.48% Add +1.2% 19,344 $1.9M
Zullo Investment Group, Inc. 0.71% Reduce -0.3% 19,328 $1.9M
JT Stratford LLC 0.25% Add +13.2% 19,329 $1.9M
Bank Pictet & Cie (Europe) AG 0.04% Add +6.2% 19,207 $1.9M
Clifford Swan Investment Counsel LLC 0.06% No change 19,182 $1.9M
Venture Visionary Partners LLC 0.06% Add +105.8% 19,129 $1.9M
Lummis Asset Management, LP 1.17% Reduce -2.6% 19,038 $1.9M
WealthPlan Investment Management, LLC 0.12% Add +254.8% 19,033 $1.9M
Guardian Asset Advisors, LLC 0.98% Add +3.2% 18,838 $1.9M
Jeppson Wealth Management, LLC 0.60% Reduce -0.5% 18,818 $1.9M
Raiffeisen Bank International AG 0.02% Reduce -6.1% 18,601 $1.9M
FORA Capital, LLC 0.23% New 11,904 $1.9M
Ascentis Independent Advisors 0.30% Add +34.6% 18,667 $1.9M
RBF Capital, LLC 0.08% No change 18,500 $1.8M
Wedmont Private Capital 0.06% Add +2.7% 18,070 $1.8M
Providence Wealth Advisors, LLC 1.14% Add +0.8% 17,558 $1.8M
TLWM 0.33% Reduce -2.8% 18,241 $1.8M
Avior Wealth Management, LLC 0.06% Reduce -11.6% 18,188 $1.8M
Bank of Hawaii 0.09% No change 18,166 $1.8M
Arjuna Capital 0.44% Add +0.8% 18,162 $1.8M
HBW Advisory Services LLC 0.20% Add +7.7% 18,081 $1.8M
Banque Cantonale Vaudoise 0.06% Reduce -12.2% 18,047 $1.8M
Cidel Asset Management Inc. 0.13% No change 18,028 $1.8M
Brant Point Investment Management LLC 0.43% Reduce -48.6% 18,000 $1.8M
First Citizens Bank & Trust Co. 0.04% Add +4.5% 17,955 $1.8M
Wedbush Securities Inc. 0.05% Add +10.0% 17,892 $1.8M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -5.0% 17,855 $1.8M
Cookson Peirce & Co. Inc. 0.07% Add +16.1% 17,795 $1.8M
CenterBook Partners LP 0.09% Reduce -70.1% 17,749 $1.8M
Advisory Services Network, LLC 0.03% Reduce -32.4% 17,679 $1.8M
MBM Wealth Consultants, LLC 0.42% Add +0.8% 17,651 $1.8M
Shepherd Street Advisors LLC 1.69% — 17,623 $1.8M
Howard Financial Services, LTD. 0.20% Add +8.7% 17,434 $1.7M
Profund Advisors LLC 0.05% Reduce -22.9% 17,376 $1.7M
HM Payson & Co. 0.02% Add +0.6% 17,342 $1.7M
Wealth Alliance, LLC 0.17% Add +5.5% 17,312 $1.7M
Sagespring Wealth Partners, LLC 0.03% Add +8.7% 17,264 $1.7M
Keating Financial Advisory Services, Inc. 0.23% — 17,214 $1.7M
Perpetual Ltd 0.02% Add +11.1% 17,206 $1.7M
Embree Financial Group 0.21% Add +2.7% 17,134 $1.7M
Daytona Street Capital LLC 1.31% — 16,860 $1.7M
Advyzon Investment Management, LLC 0.20% Add +91.9% 16,849 $1.7M
RMR Capital Management, LLC 1.21% Reduce -0.2% 16,845 $1.7M
Trust Asset Management LLC 0.11% Reduce -2.7% 16,781 $1.7M
Cooper Financial Group 0.18% Add +2.9% 16,766 $1.7M
Focus Financial Network, Inc. 0.06% Reduce -11.1% 16,762 $1.7M
Perryman Financial Advisory Inc. 0.25% — 16,751 $1.7M
Mainstream Capital Management LLC 1.09% Reduce -2.3% 16,618 $1.7M
Whelan Financial 0.52% Add +18.6% 16,607 $1.7M
First Commonwealth Financial Corp 0.27% Add +4.9% 16,606 $1.7M
Ballast Rock Private Wealth LLC 1.04% — 16,600 $1.7M
Itau Unibanco Holding S.A. 0.04% New 16,564 $1.7M
United Bank 0.56% Add +0.2% 16,509 $1.6M
Meriwether Wealth & Planning, LLC 0.93% Reduce -4.3% 16,506 $1.6M
EverSource Wealth Advisors, LLC 0.06% Reduce -2.3% 16,492 $1.6M
Cigna Investments Inc. 0.24% Reduce -1.5% 16,482 $1.6M
Retirement Planning Group, LLC 0.05% Reduce -1.7% 16,395 $1.6M
Elmwood Wealth Management, Inc. 0.52% No change 16,364 $1.6M
NBT Bank, N.A. 0.11% Add +1.2% 15,664 $1.6M
Next Capital Management LLC 0.52% Reduce -39.2% 16,323 $1.6M
Stratos Wealth Advisors, LLC 0.08% Reduce -12.3% 16,242 $1.6M
Nicholas Hoffman & Company, LLC. 0.04% Reduce -3.8% 16,203 $1.6M
Centiva Capital, LP 0.10% Reduce -55.1% 16,203 $1.6M
Aptus Capital Advisors, LLC 0.01% Add +8.5% 16,187 $1.6M
Montecito Bank & Trust 0.26% Reduce -0.1% 16,177 $1.6M
Integrated Wealth Concepts LLC 0.02% Reduce -34.6% 16,043 $1.6M
CENTRAL TRUST Co 0.03% Add +4.0% 15,931 $1.6M
Canopy Partners, LLC 0.52% Reduce -0.1% 15,839 $1.6M
FineMark National Bank & Trust 0.05% Reduce -4.8% 15,815 $1.6M
Toth Financial Advisory Corp. 0.17% Add +8.5% 15,777 $1.6M
Portfolio Design Labs, LLC 0.26% Add +3.6% 15,689 $1.6M
S-Bank Fund Management Ltd 0.20% Reduce -2.5% 15,650 $1.6M
Tranquilli Financial Advisor LLC 0.91% Add +1.1% 15,616 $1.6M
Clear Harbor Asset Management, LLC 0.11% Add +0.6% 15,611 $1.6M
J. L. Bainbridge & Co., Inc. 0.13% No change 15,601 $1.6M
Ritter Daniher Financial Advisory LLC / DE 0.26% Reduce -2.5% 15,547 $1.6M
Everest Financial Group LLC 0.35% — 15,509 $1.5M
Capricorn Fund Managers Ltd 0.37% Add +13.9% 15,506 $1.5M
Focus Partners Advisor Solutions, LLC 0.02% Add +1.2% 15,504 $1.5M
Chicago Capital, LLC 0.04% Add +0.5% 15,504 $1.5M
Fusion Capital, LLC 0.43% Add +3.6% 15,479 $1.5M
Blalock Williams, LLC 1.23% Add +13.7% 15,419 $1.5M
FLC Capital Advisors 0.28% Add +17.4% 15,405 $1.5M
Safe Harbor Fiduciary, LLC 1.36% — 15,357 $1.5M
Insigneo Advisory Services, LLC 0.11% Add +4.1% 15,327 $1.5M
Dynamic Technology Lab Private Ltd 0.35% Add +24.2% 15,320 $1.5M
Wilson & Boucher Capital Management, LLC 1.00% Reduce -1.1% 15,250 $1.5M
ArrowMark Colorado Holdings LLC 0.03% No change 15,250 $1.5M
Legacy Financial Advisors, Inc. 0.21% Reduce -15.9% 15,148 $1.5M
Rothschild Investment LLC 0.08% Reduce -0.6% 15,106 $1.5M
Postrock Partners LLC 0.65% No change 15,078 $1.5M
Sovran Advisors, LLC 0.13% New 14,589 $1.5M
Wellington Management Group LLP 0.00% Reduce -99.8% 14,990 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -3.9% 14,950 $1.5M
Integrity Alliance, Llc. 0.05% Add +199.3% 14,941 $1.5M
Pure Financial Advisors, LLC 0.02% Add +49.6% 14,934 $1.5M
Neumann Capital Management, LLC 0.43% Reduce -0.7% 14,922 $1.5M
Paragon Private Wealth Management, LLC 0.46% Add +22.4% 14,843 $1.5M
Kelly Lawrence W & Associates Inc. 0.37% No change 14,807 $1.5M
Benjamin Edwards Inc. 0.02% Add +106.3% 14,790 $1.5M
Frisch Financial Group, Inc. 0.33% Add +0.2% 14,746 $1.5M
Davis R M Inc. 0.03% No change 14,707 $1.5M
JNBA Financial Advisors 0.13% Reduce -0.9% 14,676 $1.5M
Greystone Financial Group, LLC 0.23% Add +2.0% 14,653 $1.5M
Riverpark Capital Management LLC 2.82% Reduce -8.1% 14,577 $1.5M
Walter & Keenan Wealth Management LLC /in/ 0.39% Add +0.8% 14,559 $1.5M
Sheets Smith Wealth Management 0.16% Reduce -6.0% 14,413 $1.4M
Highland Capital Management, LLC 0.07% Reduce -13.9% 14,412 $1.4M
Stance Capital LLC 0.53% Add +0.3% 14,404 $1.4M
Uncommon Cents Investing LLC 0.35% No change 14,400 $1.4M
Fruth Investment Management 0.39% Reduce -1.0% 14,315 $1.4M
Garner Asset Management Corp 0.55% Add +6.3% 14,304 $1.4M
Insight 2811, Inc. 0.63% New 14,280 $1.4M
VELA Investment Management, LLC 0.39% Reduce -3.5% 14,273 $1.4M
Balefire, LLC 0.28% Add +0.9% 14,243 $1.4M
Lee Danner & Bass Inc. 0.10% Add +91.7% 14,219 $1.4M
Indivisible Partners 0.15% — 14,212 $1.4M
Fideuram Asset Management (Ireland) dac 0.11% — 17,813 $1.4M
Blue Jean Financial LLC 1.15% — 14,166 $1.4M
Portside Wealth Group, LLC 0.19% Add +5.9% 14,110 $1.4M
Directional Asset Management 1.24% — 14,103 $1.4M
Pallas Capital Advisors LLC 0.05% Reduce -10.2% 13,993 $1.4M
Clearstead Trust, LLC 0.22% Add +882.4% 13,969 $1.4M
Sowell Financial Services LLC 0.05% Add +113.3% 13,949 $1.4M
Parrish Capital LLC 1.26% — 13,892 $1.4M
Financial Enhancement Group LLC 0.18% New 13,609 $1.4M
South Dakota Investment Council 0.03% Reduce -8.0% 13,856 $1.4M
Continuum Advisory, LLC 0.14% Reduce -7.7% 13,772 $1.4M
HCR Wealth Advisors 0.14% Add +1.6% 13,762 $1.4M
Capital Planning Advisors, LLC 0.18% Add +17.9% 13,736 $1.4M
SG Trading Solutions, LLC 0.32% — 13,705 $1.4M
Ausdal Financial Partners, Inc. 0.06% Add +4.5% 13,702 $1.4M
Larson Financial Group LLC 0.05% Add +11.4% 13,647 $1.4M
Leisure Capital Management 0.45% Reduce -0.3% 13,589 $1.4M
Destination Wealth Management 0.04% Reduce -0.1% 13,552 $1.4M
Paradigm Asset Management Co. LLC 0.31% Reduce -6.2% 13,550 $1.4M
Elevation Point Wealth Partners, LLC 0.07% Reduce -21.0% 13,517 $1.4M
Patrick M Sweeney & Associates, Inc. 0.84% Add +0.5% 13,476 $1.3M
GMO 0.00% No change 13,460 $1.3M
Foundations Investment Advisors, LLC 0.02% Reduce -10.2% 13,412 $1.3M
Catalyst Funds Management Pty Ltd 0.31% Add +139.3% 13,400 $1.3M
Catalyst Financial Partners LLC 0.15% Reduce -0.9% 13,388 $1.3M
Panoramic Investment Advisors, LLC 0.72% No change 13,333 $1.3M
EntryPoint Capital, LLC 0.52% Add +48.0% 13,272 $1.3M
Triad Wealth Partners, LLC 0.13% New 13,227 $1.3M
Northwest & Ethical Investments L.P. 0.03% Reduce -29.3% 13,101 $1.3M
Axq Capital, LP 0.30% Add +95.0% 13,163 $1.3M
Wealth Enhancement Trust Services, Inc. 0.17% — 13,144 $1.3M
Fox Run Management, L.L.C. 0.20% Add +234.8% 13,127 $1.3M
Hardy Reed LLC 0.09% Reduce -2.1% 13,090 $1.3M
Vicus Capital 0.10% Add +119.7% 13,085 $1.3M
Franklin Street Advisors Inc. 0.07% Add +0.4% 13,067 $1.3M
Koshinski Asset Management, Inc. 0.08% Reduce -4.3% 13,031 $1.3M
Sumitomo Life Insurance Co. 0.04% Add +1.2% 13,005 $1.3M
Uhlmann Price Securities, LLC 0.77% Add +0.2% 12,990 $1.3M
Avestar Capital, LLC 0.09% Add +4.0% 12,984 $1.3M
Boyd Watterson Asset Management LLC 0.37% Add +2.8% 12,970 $1.3M
Checchi Capital Advisers, LLC 0.09% Reduce -0.4% 12,953 $1.3M
Blue Trust, Inc. 0.01% Reduce -3.4% 12,905 $1.3M
American Money Management, LLC 0.20% Add +28.4% 12,904 $1.3M
GC Wealth Management RIA, LLC 0.05% Reduce -55.7% 12,878 $1.3M
Essex Financial Services, Inc. 0.07% Add +0.8% 12,833 $1.3M
Advisors Asset Management, Inc. 0.02% Add +27.9% 12,813 $1.3M
Granite Investment Partners, LLC 0.08% Add +0.1% 12,810 $1.3M
Integrated Quantitative Investments LLC 0.27% Add +36.6% 12,800 $1.3M
Costello Asset Management, INC 0.42% Add +0.0% 12,743 $1.3M
Hamel Associates, Inc. 0.38% Reduce -2.5% 12,730 $1.3M
BIP Wealth, LLC 0.04% Add +0.8% 12,700 $1.3M
Knollwood Investment Advisory, LLC 0.12% No change 12,698 $1.3M
Nicolet Bankshares Inc. 0.20% Reduce -12.3% 12,658 $1.3M
West Financial Advisors, LLC 0.21% No change 12,600 $1.3M
Syon Capital LLC 0.06% Add +28.8% 12,600 $1.3M
Stratos Investment Management, LLC 0.05% Add +6.0% 12,527 $1.3M
Certuity, LLC 0.08% Add +3.4% 12,518 $1.3M
Greenhaven Associates Inc. 0.02% Reduce -16.7% 12,500 $1.2M
Proffitt & Goodson Inc. 0.17% Reduce -2.1% 12,454 $1.2M
Xxi Wealth, LLC 0.75% — 12,404 $1.2M
Nautilus Advisors LLC 0.81% Reduce -0.5% 12,366 $1.2M
One Wealth Map LLC 0.63% No change 11,742 $1.2M
Stablepoint Partners, LLC 0.19% Add +0.9% 12,349 $1.2M
Ramsay, Stattman, Vela & Price, Inc. 0.22% Add +1.8% 12,340 $1.2M
Bank of Stockton 0.35% Add +11.8% 12,328 $1.2M
MCF Advisors LLC 0.07% Add +81.6% 12,320 $1.2M
Arbor Trust Wealth Advisors, LLC 0.53% Reduce -0.2% 12,240 $1.2M
Brookwood Investment Group LLC 0.15% Add +192.6% 12,236 $1.2M
Everhart Financial Group, Inc. 0.11% Add +4.5% 12,212 $1.2M
Investor's Fiduciary Advisor Network, LLC 0.26% Add +6.4% 12,211 $1.2M
Cullen/Frost Bankers, Inc. 0.01% Add +3.1% 12,102 $1.2M
Mystic Asset Management, Inc. 0.27% Add +4.5% 12,072 $1.2M
Legacy Wealth Asset Management, LLC 0.30% Add +1.9% 12,065 $1.2M
Peak Planning Group, LLC 0.34% New 12,047 $1.2M
Smith, Moore & Co. 0.09% Reduce -15.1% 12,013 $1.2M
Personal Cfo Solutions, LLC 0.19% Add +6.3% 12,007 $1.2M
Robertson Stephens Wealth Management, LLC 0.03% Add +1.8% 12,000 $1.2M
Evoke Wealth, LLC 0.02% Add +5.9% 11,959 $1.2M
Summit Asset Management, LLC 0.17% Reduce -0.8% 11,902 $1.2M
Cullinan Associates Inc. 0.08% No change 11,900 $1.2M
Havemeyer Place LP 0.23% — 11,882 $1.2M
Harvest Fund Management Co., Ltd 0.04% Add +14.2% 11,868 $1.2M
Thompson David Blair 0.68% — 11,869 $1.2M
RFG Advisory, LLC 0.02% Reduce -10.9% 11,853 $1.2M
Zions Bancorporation, National Association 0.05% Add +109.3% 11,831 $1.2M
Gladstone Institutional Advisory LLC 0.04% Add +10.6% 11,830 $1.2M
Lodestone Wealth Management LLC 0.48% Add +0.3% 11,791 $1.2M
Capital Advantage, Inc. 0.16% Add +8.8% 11,721 $1.2M
Gsa Capital Partners LLP 0.10% Add +260.0% 11,672 $1.2M
Agf Management Ltd. 0.01% Add +47.2% 11,627 $1.2M
Dumont & Blake Investment Advisors LLC 0.28% No change 11,599 $1.2M
Hilltop Holdings Inc. 0.07% Reduce -3.5% 11,584 $1.2M
Novare Capital Management LLC 0.09% No change 11,535 $1.2M
Mutual Advisors, LLC 0.02% Add +4.4% 11,494 $1.1M
Hodges Capital Management Inc. 0.10% Reduce -1.5% 11,471 $1.1M
Aprio Wealth Management, LLC 0.07% Add +164.7% 11,010 $1.1M
Palisade Asset Management, LLC 0.11% No change 11,249 $1.1M
Premier Path Wealth Partners, LLC 0.14% Add +23.9% 11,241 $1.1M
Howard Capital Management, LLC 0.01% Add +0.3% 11,239 $1.1M
Revisor Wealth Management LLC 0.30% Add +97.1% 10,982 $1.1M
Equitable Trust Co. 0.05% Reduce -8.2% 11,206 $1.1M
Financial Consulate, Inc. 0.15% Add +0.1% 11,193 $1.1M
O'ROURKE & COMPANY, Inc 0.43% Reduce -0.8% 11,193 $1.1M
Birmingham Capital Management Co. Inc. 0.49% No change 11,150 $1.1M
Nabity-Jensen Investment Management Inc 0.75% Add +0.6% 11,109 $1.1M
Thomasville National Bank 0.07% Reduce -1.6% 11,102 $1.1M
SMART Wealth LLC 0.34% Reduce -8.2% 11,096 $1.1M
Advisor OS, LLC 0.09% Add +6.8% 11,067 $1.1M
Drucker Wealth 3.0, LLC 0.19% Reduce -17.2% 11,065 $1.1M
Diversified Trust Co. 0.02% Reduce -11.2% 11,064 $1.1M
Oder Investment Management, LLC 0.80% Reduce -6.8% 11,047 $1.1M
Institute for Wealth Management, LLC. 0.12% Reduce -1.7% 11,031 $1.1M
Islay Capital Management, LLC 0.65% Reduce -2.8% 11,029 $1.1M
United Community Bank 0.42% Reduce -0.2% 11,025 $1.1M
Sage Rhino Capital LLC 0.21% Reduce -21.8% 11,025 $1.1M
Davidson Kahn Capital Management, LLC 0.57% Reduce -0.2% 11,017 $1.1M
Shira Ridge Wealth Management 0.44% Add +0.2% 11,001 $1.1M
Astoria Portfolio Advisors LLC. 0.25% Add +54.8% 11,831 $1.1M
Colton Groome Financial Advisors, LLC 0.31% Add +10.0% 10,975 $1.1M
Johnson Financial Group, Inc. 0.04% Reduce -35.7% 10,945 $1.1M
Total Wealth Planning & Management, Inc. 0.87% — 10,929 $1.1M
TOWER TRUST & INVESTMENT Co 0.69% Add +5.9% 10,901 $1.1M
Stone Summit Wealth LLC 0.30% No change 10,900 $1.1M
First Dallas Securities Inc. 0.41% Reduce -10.4% 10,897 $1.1M
Van Diest Capital, LLC 1.62% — 10,877 $1.1M
Tranquility Partners, LLC 0.39% Reduce -29.6% 10,846 $1.1M
Thor Investment Management Inc. /Oh/ 0.62% Add +0.3% 10,801 $1.1M
J.W. Cole Advisors, Inc. 0.03% Add +4.4% 31,038 $1.1M
MIdWestOne Financial Group, Inc. 0.12% Reduce -6.7% 10,773 $1.1M
Hutchens & Kramer Investment Management Group, LLC 0.37% Add +6.1% 10,697 $1.1M
Northcape Wealth Management, LLC 0.30% No change 10,637 $1.1M
Future Fund LLC 0.34% Reduce -12.0% 10,627 $1.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +1.4% 10,220 $1.1M
Angeles Wealth Management, LLC 0.06% Add +20.9% 10,609 $1.1M
HighVista Strategies LLC 0.27% Reduce -24.8% 10,601 $1.1M
Cordgrass Capital Advisors, LLC 0.25% Add +0.9% 10,576 $1.1M
Figure 8 Investment Strategies LLC 0.94% Add +3.4% 10,569 $1.1M
Invictus Private Wealth, LLC 0.06% No change 10,529 $1.1M
Navalign, LLC 0.26% Add +3.0% 10,522 $1.1M
Trust Co. of Toledo NA 0.10% Add +9.8% 10,467 $1.0M
Sovereign's Capital Management, LLC 0.63% Reduce -10.5% 10,447 $1.0M
Moseley Investment Management Inc. 0.32% No change 10,439 $1.0M
Journey Strategic Wealth LLC 0.03% Add +18.8% 10,436 $1.0M
CreativeOne Wealth, LLC 0.03% Add +13.7% 10,401 $1.0M
SJS Investment Consulting Inc. 0.13% Reduce -4.1% 10,397 $1.0M
Burns Matteson Capital Management, LLC 0.42% Reduce -4.2% 10,389 $1.0M
Circle Wealth Management, LLC 0.02% Add +1.6% 10,339 $1.0M
Fulton Bank, N.A. 0.04% Add +20.1% 10,291 $1.0M
Sage Mountain Advisors LLC 0.05% Add +8.3% 10,243 $1.0M
Leavell Investment Management, Inc. 0.04% Reduce -16.0% 10,224 $1.0M
Independence Bank of Kentucky 0.13% Reduce -4.3% 10,185 $1.0M
Kanawha Capital Management LLC 0.07% No change 10,182 $1.0M
Polymer Capital Management (US) LLC 0.13% Add +71.7% 10,151 $1.0M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -7.2% 10,149 $1.0M
Silvercrest Asset Management Group LLC 0.01% Add +0.5% 10,140 $1.0M
Advisor Resource Council 0.36% New 9,610 $1.0M
Erste Asset Management GmbH 0.01% Add +3.6% 9,874 $1.0M
Variant Private Wealth, LLC 1.04% Reduce -0.7% 10,011 $1.0M
BigSur Wealth Management LLC 0.24% No change 10,000 $999K
Edmond DE Rothschild Holding S.A. 0.01% No change 10,000 $999K
Ironwood Financial, llc 0.17% Add +0.0% 9,803 $999K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +2.2% 9,994 $999K
Leonard Rickey Investment Advisors P.L.L.C. 0.18% Add +4.3% 9,941 $993K
Belpointe Asset Management LLC 0.04% Add +16.9% 9,939 $993K
Empirical Asset Management, LLC 0.28% Add +8.3% 28,896 $989K
PDS Planning, Inc 0.07% Reduce -3.5% 9,862 $985K
First American Trust, FSB 0.07% New 9,834 $982K
Balboa Wealth Partners 0.16% Reduce -0.3% 9,831 $982K
Nilsine Partners, LLC 0.08% Add +3.3% 9,779 $977K
Legacy Capital Group California, Inc. 0.24% Add +2.7% 9,777 $977K
First Bank & Trust 0.16% Add +258.0% 9,774 $977K
OpenArc Corporate Advisory, LLC 0.02% — 9,772 $976K
Canandaigua National Trust Co of Florida 0.61% Add +0.2% 9,769 $976K
Fullerton Fund Management Co Ltd. 0.04% New 9,701 $969K
Vigilare Wealth Management 0.33% Reduce -12.8% 9,699 $969K
Hillsdale Investment Management Inc. 0.03% No change 9,680 $967K
Diversified Management Inc. 0.22% — 9,537 $953K
Kestra Private Wealth Services, LLC 0.01% Reduce -0.1% 9,511 $950K
Avise Financial Cooperative, Inc. 0.86% — 9,506 $950K
Forbes J M & Co. LLP 0.08% Reduce -15.9% 9,502 $949K
Triglav Investments, D.O.O. 0.06% Reduce -36.7% 9,500 $949K
Crumly & Associates Inc. 0.20% Add +2.0% 9,491 $948K
Miller Global Investments, LLC 0.86% — 9,474 $947K
Hedges Asset Management LLC 0.66% No change 9,400 $939K
Hohimer Wealth Management, LLC 0.13% Add +1.6% 9,395 $939K
Kirtland Hills Capital Management, LLC 0.33% Reduce -0.3% 9,368 $936K
Herold Advisors, Inc. 0.21% Reduce -0.1% 9,348 $934K
Novem Group 0.11% Reduce -5.8% 9,327 $932K
Old Peak Finance LLC 0.57% — 9,277 $927K
Integral Investment Advisors, Inc. 0.23% Add +26.8% 9,257 $925K
RiverFront Investment Group, LLC 0.02% Add +0.3% 9,143 $913K
Torrey Growth & Income Advisors 0.32% Reduce -37.1% 9,132 $912K
MRWM Advisors, LLC 0.49% Add +55.2% 9,125 $912K
One Capital Management, LLC 0.03% Add +1.0% 9,115 $911K
Sax Wealth Advisors, LLC 0.04% Reduce -3.4% 9,100 $909K
Keebeck Wealth Management 0.10% Add +3.8% 9,099 $909K
Ark Wealth Advisors LLC 0.98% — 9,081 $907K
Two Sigma Securities, LLC 0.12% New 9,064 $906K
Sutton Place Investors LLC 0.49% Add +1.1% 9,014 $901K
Kearns & Associates LLC 0.46% No change 9,000 $899K
Kera Capital Partners, Inc. 0.11% Add +25.7% 8,647 $899K
Joel Isaacson & Co., LLC 0.03% Add +0.1% 8,974 $897K
Canvas Wealth Advisors, LLC 0.15% Reduce -1.4% 8,946 $894K
Avondale Wealth Management 0.46% Add +3.5% 8,900 $889K
Manchester Financial Inc. 0.17% No change 8,884 $888K
Regatta Capital Group, LLC 0.13% Add +0.1% 8,860 $885K
Apriem Advisors 0.08% Add +13.4% 8,846 $884K
SeaCrest Wealth Management, LLC 0.09% Reduce -10.1% 8,650 $882K
Virtue Capital Management, LLC 0.14% Add +12.7% 8,659 $879K
FUKOKU MUTUAL LIFE INSURANCE Co 0.06% Add +48.1% 8,777 $877K
Cypress Wealth Services, LLC 0.12% Add +0.9% 8,689 $868K
Wealthcare Advisory Partners LLC 0.02% Add +2.2% 8,661 $865K
AlphaGrep UK Ltd 0.29% — 8,660 $865K
Modern Wealth Management, LLC 0.02% Add +26.9% 8,646 $864K
N.E.W. Advisory Services LLC 0.06% Add +0.0% 8,639 $863K
Quadcap Wealth Management, LLC 0.10% Reduce -0.7% 8,622 $861K
Independence Wealth Advisors, LLC 0.48% — 8,611 $860K
Capital Investment Advisors, LLC 0.01% Reduce -1.4% 8,604 $860K
Fidelis Capital Partners, LLC 0.06% Add +0.6% 8,566 $856K
Parkside Financial Bank & Trust 0.06% Add +4.1% 8,553 $854K
TCI Wealth Advisors, Inc. 0.05% Reduce -0.8% 8,546 $854K
Bluedoor Private Wealth, LLC 0.39% — 8,521 $851K
Sfmg, LLC 0.06% Add +30.2% 8,501 $849K
HMV Wealth Advisors, LLC 0.42% No change 8,491 $848K
Ethos Financial Group, LLC 0.06% Add +7.2% 8,465 $846K
Freestone Capital Holdings, LLC 0.03% Reduce -2.6% 8,449 $844K
Boston Trust Walden Corp 0.01% Reduce -2.9% 8,420 $841K
Bridgefront Capital, LLC 0.21% Reduce -30.0% 8,414 $841K
QVR LLC 0.59% New 8,382 $837K
Klingman & Associates, LLC 0.04% Add +1.1% 8,292 $828K
MassMutual Private Wealth & Trust, FSB 0.02% Add +3.1% 8,277 $827K
Ramirez Asset Management, Inc. 0.11% No change 8,268 $826K
SkyView Investment Advisors, LLC 0.10% Reduce -3.4% 8,248 $825K
Net Worth Advisory Group 0.17% New 8,181 $817K
St Germain D J Co. Inc. 0.03% Reduce -5.7% 8,132 $812K
Tred Avon Family Wealth, LLC 0.26% Add +3.2% 8,115 $811K
Oregon Pacific Wealth Management, LLC 0.84% Reduce -3.0% 8,105 $810K
Lyell Wealth Management, LP 0.06% Add +4.7% 8,078 $807K
Mather Group, Llc. 0.01% Add +11.7% 8,068 $806K
Mitchell Sinkler & Starr 0.36% No change 8,042 $803K
Kennebec Savings Bank 0.69% No change 8,037 $803K
Sigma Planning Corp 0.02% Reduce -28.4% 8,020 $801K
Verity Asset Management, Inc. 0.34% Reduce -45.8% 7,998 $799K
Silver Oak Securities, Incorporated 0.05% Add +5.5% 7,913 $796K
West Family Investments, Inc. 0.19% No change 7,939 $793K
Qsemble Capital Management, LP 0.07% New 7,906 $790K
Accredited Investors Inc. 0.04% Add +6.0% 7,882 $787K
Frec Markets, Inc. 0.23% — 7,879 $787K
Compass Advisory Group LLC 0.21% No change 7,875 $787K
Tactive Advisors, LLC 0.23% Add +68.9% 7,860 $785K
Bragg Financial Advisors, Inc 0.03% Reduce -0.6% 7,845 $784K
Kingswood Wealth Advisors, LLC 0.04% Add +7.5% 7,830 $782K
44 Wealth Management LLC 0.26% Add +1.1% 7,816 $781K
Kathmere Capital Management, LLC 0.05% Add +10.0% 7,794 $779K
Performance Wealth Partners, LLC 0.02% New 7,789 $778K
LCNB Corp. 0.26% Add +2.4% 7,788 $778K
Boltwood Capital Management 0.20% Reduce -0.9% 7,781 $777K
Weaver Capital Management LLC 0.16% Reduce -11.9% 7,773 $777K
Harbour Investments, Inc. 0.02% Add +1.7% 7,750 $774K
Western Wealth Management, LLC 0.04% Add +0.6% 7,741 $773K
Viawealth, LLC 0.43% Reduce -7.6% 7,740 $773K
One Wealth Advisors, LLC 0.09% Add +2.0% 7,730 $772K
CVA Family Office, LLC 0.09% Reduce -0.6% 7,729 $772K
Athena Investment Management 0.39% No change 7,708 $770K
Independent Financial Group, LLC 0.02% Add +14.9% 7,706 $770K
NorthRock Partners, LLC 0.01% Reduce -47.8% 7,701 $769K
Neville Rodie & Shaw Inc. 0.05% Add +4.5% 7,610 $760K
Founders Financial Securities LLC 0.04% Reduce -8.0% 7,585 $758K
First Western Trust Bank 0.04% Reduce -2.5% 7,584 $758K
Summit Global Investments 0.04% New 7,552 $755K
Old Port Advisors 0.19% Add +0.5% 7,544 $754K
Trust Point Inc. 0.06% Add +1.7% 7,530 $752K
Turtle Creek Wealth Advisors, LLC 0.06% Reduce -3.5% 7,522 $752K
Heartland Bank & Trust Co 0.32% Add +27.5% 7,514 $751K
Citizens National Bank Trust Department 0.13% Reduce -3.5% 7,510 $750K
T. Rowe Price Investment Management, Inc. 0.00% New 7,427 $743K
Townsquare Capital LLC 0.16% Reduce -8.7% 7,347 $734K
Athena Wealth Management, LLC 0.71% — 7,345 $734K
Essex LLC 0.13% Add +84.9% 7,320 $731K
Inscription Capital, LLC 0.07% Add +2.1% 7,305 $730K
J. Team Financial, Inc. 0.73% Add +32.4% 7,294 $729K
Larry Mathis Financial Planning, LLC 0.64% — 7,286 $728K
Rehmann Capital Advisory Group 0.04% Add +2.3% 7,283 $728K
Prosperity Wealth Management, Inc. 0.24% Add +9.3% 7,275 $727K
Bahl & Gaynor LLC 0.00% No change 7,255 $725K
Ellevest, Inc. 0.10% Add +3.5% 7,248 $724K
IHT Wealth Management, LLC 0.02% Reduce -3.4% 7,231 $723K
MJP Associates Inc. 0.09% Add +4.7% 7,229 $722K
Jackson Creek Investment Advisors LLC 0.21% Reduce -1.7% 7,210 $720K
Stokes Family Office, LLC 0.07% Add +3.2% 7,193 $719K
Heritage Wealth Management, Inc. 0.20% Reduce -3.1% 7,179 $717K
Keel Point, LLC 0.04% Reduce -19.4% 7,126 $712K
Sunpointe, LLC 0.24% Add +8.8% 7,108 $710K
Arwa LLC 0.41% — 7,081 $707K
Unified Investment Management 0.71% Reduce -1.5% 7,052 $705K
Bridgewater Advisors Inc. 0.05% Add +0.8% 6,915 $704K
Burling Wealth Partners, LLC 0.11% Reduce -4.1% 7,039 $703K
Naviter Wealth, LLC 0.09% No change 7,011 $700K
Osborne Partners Capital Management, LLC 0.04% Reduce -21.1% 6,979 $697K
Platform Technology Partners 0.15% Add +1.9% 6,976 $697K
Cozad Asset Management Inc. 0.05% No change 6,926 $692K
PFG Investments, LLC 0.03% Reduce -2.0% 6,924 $692K
Mogy Joel R Investment Counsel Inc. 0.04% No change 6,897 $689K
Sweeney & Michel, LLC 0.20% Add +10.7% 7,218 $689K
Earned Wealth Advisors, LLC 0.05% Add +103.5% 6,866 $686K
Intrust Bank NA 0.06% Reduce -0.8% 6,857 $685K
Secured Retirement Advisors, LLC 0.38% Add +1.4% 6,849 $684K
Arcataur Capital Management LLC 0.20% Add +1.0% 6,828 $682K
Coign Capital Advisors LLC 0.36% Add +3.6% 6,820 $681K
Garrison Point Advisors, LLC 0.30% No change 6,815 $681K
Defined Wealth Management, LLC 0.39% Add +0.9% 6,803 $680K
Alta Advisers Ltd 0.25% Reduce -21.9% 6,770 $676K
Jericho Financial, LLP 0.41% Reduce -17.2% 6,758 $675K
Auxier Asset Management LLC 0.09% Reduce -1.5% 6,750 $674K
Optas, LLC 0.10% Add +17.3% 6,717 $671K
TAGStone Capital, Inc. 0.25% Add +0.2% 6,710 $670K
Cassaday & Co Wealth Management LLC 0.01% Add +1.8% 6,703 $670K
iSAM Funds (UK) Ltd 0.24% Reduce -18.7% 6,698 $669K
PFG Advisors 0.03% Reduce -30.6% 6,683 $668K
International Assets Investment Management, LLC 0.05% Reduce -7.2% 6,656 $665K
Fiduciary Trust Co 0.01% Add +1.4% 6,632 $663K
Orser Capital Management, LLC 0.37% Add +1.1% 6,621 $662K
FMB Wealth Management 0.26% New 6,609 $660K
Navellier & Associates Inc. 0.07% Reduce -38.6% 6,600 $659K
CMG Global Holdings, LLC 0.29% Reduce -11.1% 6,334 $658K
Carson Advisory Inc. 0.34% No change 6,557 $655K
Aspetuck Financial Management LLC 0.44% Add +0.1% 6,557 $655K
Meridian Wealth Management, LLC 0.02% Add +27.0% 6,521 $652K
Strategic Financial Services, Inc. 0.03% No change 6,199 $651K
Volterra Technologies LP 0.66% New 6,482 $648K
Client 1ST Advisory Group, LLC 0.20% No change 6,452 $645K
BSW Wealth Partners 0.08% Add +3.0% 6,445 $644K
SmartHarvest Portfolios, LLC 0.22% — 6,444 $644K
AlphaCore Capital LLC 0.01% Add +33.8% 6,429 $642K
First Long Island Investors, LLC 0.05% Add +181.9% 6,403 $640K
Marathon Mission, Inc. 0.37% Add +0.2% 6,380 $637K
Bryn Mawr Trust Advisors, LLC 0.03% Add +16.7% 6,373 $637K
Biltmore Family Office, LLC 0.09% Add +61.4% 6,360 $635K
Advisortrust Partners, LLC 0.28% — 6,338 $633K
Lazari Capital Management, Inc. 0.21% Add +0.3% 6,332 $633K
Basecamp Wealth Advisors LLC 0.13% — 6,327 $632K
Bank of Marin 0.44% Reduce -5.8% 6,325 $632K
71 West Capital Partners 0.03% — 6,322 $632K
Kelleher Financial Advisors 0.15% Add +18.8% 6,313 $631K
Family Legacy, Inc. 0.19% No change 6,300 $629K
PCM Encore, LLC 0.13% — 6,299 $629K
Douglass Winthrop Advisors, LLC 0.01% Add +12.9% 6,294 $629K
Palacios Wealth Management, LLC 0.48% Reduce -6.5% 6,285 $628K
Sky Investment Group LLC 0.11% Add +24.0% 6,285 $628K
Principle Wealth Partners LLC 0.04% Add +4.7% 6,266 $626K
Arq Wealth Advisors, LLC 0.17% Reduce -19.6% 6,260 $625K
DUTCH ASSET Corp 0.48% — 6,250 $624K
Ledyard National Bank 0.05% Add +15.0% 6,228 $622K
Centurion Wealth Management LLC 0.14% Reduce -3.7% 6,221 $622K
Fiduciary Alliance LLC 0.04% Add +1.2% 6,205 $620K
Ducere Wealth Management LLC 0.24% — 6,190 $618K
Kesler, Norman & Wride, LLC 0.11% New 6,179 $617K
Pointe Capital Management LLC 0.31% Reduce -10.4% 6,168 $616K
Transcend Capital Advisors, LLC 0.05% Reduce -19.2% 6,162 $616K
RMR Wealth Builders 0.05% Reduce -0.2% 6,107 $610K
Armstrong Henry H Associates Inc. 0.06% No change 6,091 $609K
Quadrant Private Wealth Management, LLC 0.10% Add +14.4% 6,090 $608K
Severin Investments, LLC 0.54% Add +7.7% 6,089 $608K
Lecap Asset Management Ltd. 0.24% Reduce -79.9% 6,073 $607K
Baader Bank Aktiengesellschaft 0.05% Reduce -0.3% 6,075 $607K
Alpha Family Trust 0.28% No change 6,070 $606K
Main Street Financial Solutions, LLC 0.05% Reduce -31.8% 6,039 $603K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -7.3% 6,003 $600K
Avidian Wealth Enterprises, LLC 0.02% Add +0.1% 5,987 $598K
Relyea Zuckerberg Hanson LLC 0.06% Reduce -0.2% 5,969 $596K
SouthState Bank Corp 0.03% Add +0.6% 5,938 $593K
Noble Wealth Management PBC 0.30% Reduce -15.7% 5,925 $592K
Abel Hall, LLC 0.14% New 5,903 $590K
SS&H Financial Advisors, Inc. 0.17% No change 5,899 $589K
Gambit Capital Management, LLC 0.42% — 5,886 $588K
MQS Management LLC 0.35% Add +87.0% 5,874 $587K
KMG Fiduciary Partners, LLC 0.04% Add +0.0% 5,858 $585K
Voisard Asset Management Group, Inc. 0.13% Add +0.5% 5,854 $585K
Mason & Associates Inc 0.11% Reduce -1.3% 5,854 $585K
Sand Hill Global Advisors, LLC 0.02% Add +1.8% 5,853 $585K
Leonteq Securities AG 0.03% Add +52.8% 5,841 $584K
KLCM Advisors, Inc. 0.05% Add +18.4% 5,835 $583K
Monograph Wealth Advisors, LLC 0.06% No change 5,818 $581K
WESPAC Advisors SoCal, LLC 0.12% No change 5,805 $580K
Intrepid Financial Planning Group LLC 0.22% No change 5,802 $580K
Clarius Group, LLC 0.03% Reduce -24.0% 5,799 $579K
5T Wealth, LLC 0.23% Reduce -12.6% 5,797 $579K
Quotient Wealth Partners, LLC 0.02% Reduce -7.8% 5,790 $578K
Delta Investment Management, LLC 0.10% Add +3.0% 5,779 $577K
Cornerstone Wealth Management, LLC 0.03% Reduce -2.7% 5,762 $576K
Sivia Capital Partners, LLC 0.12% Reduce -1.4% 5,747 $574K
Diligent Investors, LLC 0.14% No change 5,735 $573K
Tributary Capital Management, LLC 0.06% New 5,730 $572K
Icon Wealth Advisors, LLC 0.04% Add +0.2% 5,726 $572K
Mayflower Financial Advisors, LLC 0.07% Reduce -15.4% 5,723 $572K
Beta Wealth Group, Inc. 0.23% Reduce -1.7% 5,708 $570K
Traynor Capital Management, Inc. 0.03% Reduce -15.8% 5,698 $569K
Plante Moran Financial Advisors, LLC 0.04% Reduce -1.2% 5,696 $569K
Journey Advisory Group, LLC 0.05% Reduce -2.6% 5,694 $569K
Shum Financial Group, Inc. 0.41% Add +26.8% 5,684 $568K
JTC Employer Solutions Trustee Ltd 0.04% No change 5,670 $567K
Gryphon Financial Partners LLC 0.06% Reduce -2.8% 5,668 $566K
Waterloo Capital, L.P. 0.04% Add +7.0% 5,651 $565K
Rosenberg Matthew Hamilton 0.12% Add +0.6% 5,650 $564K
Accurate Wealth Management, LLC 0.07% Add +0.6% 5,591 $560K
Private Trust Co. NA 0.05% Reduce -0.1% 5,579 $557K
Wesbanco Bank Inc. 0.02% Reduce -1.0% 5,576 $557K
Greenfield Savings Bank 0.23% Add +30.9% 5,560 $556K
Focused Alpha, LLC 0.16% — 5,540 $554K
Avalon Capital Management 0.13% Reduce -1.6% 5,538 $553K
Childress Capital Advisors, LLC 0.09% Reduce -5.8% 5,537 $553K
KRS Capital Management, LLC 0.32% Add +0.9% 5,533 $553K
Unify Financial Advisors 0.58% — 5,511 $551K
Greykasell Wealth Strategies, Inc. 0.22% No change 5,488 $548K
Versant Capital Management, Inc 0.07% Add +6.7% 5,482 $548K
Hazlett, Burt & Watson, Inc. 0.17% Add +10.0% 5,540 $547K
Sbe LLC Dba Cedar Cove Wealth Partners 0.29% — 5,472 $547K
Calamos Wealth Management LLC 0.02% Reduce -14.0% 5,472 $547K
Eastern Bank 0.01% Add +177.7% 5,462 $546K
Addison Advisors LLC 0.12% No change 5,455 $545K
Yarbrough Capital, LLC 0.02% No change 5,454 $545K
Mission Wealth Management, LP 0.01% Reduce -29.2% 5,426 $542K
Crescent Grove Advisors, LLC 0.05% Reduce -8.4% 5,420 $542K
Western Pacific Wealth Management, LP 0.52% No change 5,415 $541K
Dagco, Inc. 0.12% Add +0.5% 5,402 $540K
CNB Bank 0.22% Add +31.8% 5,382 $538K
Cromwell Holdings LLC 0.29% No change 5,381 $538K
VestGen Advisors, LLC 0.02% Reduce -64.7% 5,379 $537K
Tempus Wealth Planning, LLC 0.12% Reduce -0.8% 5,369 $536K
Parcion Private Wealth LLC 0.03% Add +1.0% 5,357 $535K
BayBridge Capital Group, LLC 0.33% Reduce -6.5% 5,339 $533K
Legacy Capital Wealth Partners, LLC 0.11% Add +0.3% 5,315 $531K
Burke & Herbert Bank & Trust Co. 0.15% No change 5,300 $530K
Colonial River Investments, LLC 0.19% Add +16.4% 5,296 $529K
Simplicity Wealth,LLC 0.03% Add +31.4% 5,292 $529K
USA Financial Formulas 0.10% Reduce -13.2% 5,290 $529K
Ameritas Advisory Services, LLC 0.02% Reduce -16.5% 5,286 $528K
Keyvantage Wealth, LLC 0.23% Add +0.3% 5,270 $527K
Bingham Private Wealth, LLC 0.45% — 5,269 $526K
Tilson Financial Group, Inc. 0.16% Reduce -0.5% 5,262 $526K
WealthPLAN Partners, LLC 0.08% Add +20.6% 5,238 $523K
Aviso Financial Inc. 0.02% Reduce -0.7% 5,230 $523K
Trace Wealth Advisors, LLC 0.38% No change 5,200 $520K
Diversify Wealth Management, LLC 0.02% Add +16.1% 5,123 $518K
Barlow Wealth Partners, LLC 0.06% New 5,164 $517K
Soltis Investment Advisors LLC 0.03% Add +1.0% 5,172 $517K
Income Insurance Ltd 0.33% — 5,166 $516K
Fi3 FINANCIAL ADVISORS, LLC 0.16% Reduce -2.6% 5,154 $515K
New Republic Capital, LLC 0.14% Add +106.4% 5,131 $513K
Gemmer Asset Management LLC 0.04% Reduce -28.7% 5,128 $512K
Alliance Wealth Advisors, LLC 0.24% Add +0.9% 5,126 $512K
Enzi Wealth 0.18% Reduce -0.1% 5,000 $510K
Oakworth Capital, Inc. 0.03% Add +4.7% 5,074 $507K
James Investment Research, Inc. 0.06% Reduce -1.9% 5,054 $505K
Palisade Capital Management, LP 0.02% New 5,050 $505K
Williams Jones Wealth Management, LLC. 0.01% Reduce -2.6% 5,040 $504K
Commonwealth Retirement Investments LLC 0.16% Reduce -11.0% 5,026 $502K
BBR Partners, LLC 0.03% Reduce -1.0% 5,003 $500K
Viewpoint Capital Management LLC 0.22% No change 5,000 $500K
Ategra Capital Management, LLC 0.28% New 4,965 $496K
Optimize Financial Inc. 0.25% Add +1.4% 4,964 $496K
Operose Advisors LLC 0.12% Add +0.1% 4,945 $494K
Anchyra Partners LLC 0.15% — 4,938 $493K
Quantum Financial Advisors, LLC 0.06% Add +33.9% 4,935 $493K
Moss Adams Wealth Advisors LLC 0.04% Add +3.0% 4,931 $493K
Cary Street Partners Investment Advisory LLC 0.13% Add +16.1% 4,906 $490K
Zacks Investment Management 0.00% Reduce -11.8% 4,902 $490K
Broyhill Asset Management, LLC 0.43% No change 4,895 $489K
Aljian Capital Management, LLC 0.10% Add +0.1% 4,893 $489K
R Squared Ltd 0.23% Reduce -84.2% 4,884 $488K
Smith Thornton Advisors LLC 0.25% Add +0.5% 4,871 $487K
Quarry LP 0.08% Add +5.2% 4,854 $485K
Avantax Planning Partners, Inc. 0.01% Add +8.5% 4,850 $485K
Lountzis Asset Management, LLC 0.17% Reduce -4.3% 4,845 $484K
Advisory Alpha, LLC 0.01% Reduce -3.5% 4,832 $483K
Waddell & Associates, LLC 0.03% Reduce -24.3% 4,820 $482K
Advanced Portfolio Management, LLC 1.47% New 4,805 $480K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +41.2% 4,800 $480K
Coastwise Capital Group, LLC 0.25% Add +0.2% 4,767 $476K
Telos Capital Management, Inc. 0.04% Add +0.0% 4,745 $474K
Eaton Financial Holdings Company, LLC 0.13% Reduce -9.8% 4,740 $474K
Octavia Wealth Advisors, LLC 0.05% Reduce -13.0% 4,738 $473K
Sterling Investment Counsel, LLC 0.14% New 4,730 $473K
Trillium Asset Management, LLC 0.01% Reduce -2.6% 4,692 $469K
Princeton Capital Management LLC 0.12% Reduce -0.1% 4,686 $468K
Clear Creek Financial Management, LLC 0.04% Add +19.3% 4,678 $467K
Old Mission Investment Co LLC 0.11% Add +0.2% 4,675 $467K
Cannell & Spears LLC 0.01% Reduce -3.1% 4,670 $467K
CoreCap Advisors, LLC 0.02% Add +4.5% 4,662 $466K
Westmount Partners, LLC 0.12% Add +0.2% 4,652 $465K
Fielder Capital Group LLC 0.10% Add +9.4% 4,643 $464K
Welch & Forbes LLC 0.01% Reduce -0.8% 4,621 $462K
Evermay Wealth Management LLC 0.05% Reduce -6.2% 4,616 $461K
Impact Capital Partners LLC 0.14% Reduce -4.3% 4,594 $459K
Hopwood Financial Services, Inc. 0.32% Reduce -6.6% 4,582 $458K
Alliance Wealth Advisors, LLC 0.10% Reduce -17.3% 4,576 $457K
Orca Investment Management, LLC 0.36% Reduce -1.6% 4,569 $456K
SCS Capital Management LLC 0.00% Reduce -2.2% 4,552 $455K
New Hampshire Trust 0.09% Reduce -27.1% 4,552 $455K
Opal Wealth Advisors, LLC 0.12% Add +1.7% 4,548 $454K
Scientech Research LLC 0.29% New 4,539 $453K
Eagle Wealth Strategies LLC 0.21% Add +0.1% 4,517 $451K
RVW Wealth, LLC 0.03% Add +0.7% 4,514 $451K
Lester Murray Antman dba SimplyRich 0.12% No change 4,510 $450K
Affinity Capital Advisors, LLC 0.06% Add +7.8% 4,488 $448K
Acropolis Investment Management, LLC 0.02% No change 4,466 $446K
Kuhn & Co Investment Counsel 0.29% New 4,396 $439K
Level Four Advisory Services, LLC 0.01% Add +9.8% 4,392 $439K
LBMC Investment Advisors, LLC 0.03% No change 4,388 $438K
Davidson Trust Co. 0.18% New 4,379 $438K
CYBER HORNET ETFs LLC 0.26% Add +7.0% 4,371 $437K
Dala Group, LLC 0.38% — 4,370 $437K
Aberdeen Wealth Management LLC 0.20% Add +3.7% 4,355 $435K
River Wealth Advisors LLC 0.05% Reduce -15.4% 4,354 $435K
Bradley Foster & Sargent Inc. 0.01% Add +0.7% 4,352 $435K
Souders Financial Advisors 0.05% Add +2.3% 4,341 $434K
Summit Wealth & Retirement Planning, Inc. 0.10% Add +0.8% 4,336 $433K
Up Strategic Wealth Investment Advisors LLC 0.31% No change 4,122 $433K
Sentry Investment Management LLC 0.28% No change 4,320 $432K
Trek Financial, LLC 0.03% Reduce -16.7% 4,317 $431K
Catalyst Private Wealth, LLC 0.19% Add +1.2% 4,298 $429K
Peoples Bank 0.43% Reduce -3.3% 4,288 $428K
Signature Estate & Investment Advisors LLC 0.01% No change 4,233 $423K
Baron Wealth Management LLC 0.13% Add +10.8% 4,179 $418K
Bernard Wealth Management Corp. 0.17% Reduce -8.1% 4,175 $417K
Cornerstone Wealth Group, LLC 0.03% Add +11.6% 4,163 $416K
OneAscent Financial Services LLC 0.04% Add +92.2% 4,148 $414K
Investors Asset Management of Georgia Inc. /Ga/ 0.17% Add +0.1% 4,124 $412K
Clark Capital Management Group, Inc. 0.00% Add +36.9% 4,124 $412K
Interchange Capital Partners, LLC 0.08% Add +2.8% 4,104 $410K
NINE MASTS CAPITAL Ltd 0.09% Reduce -29.5% 4,095 $409K
55 North Private Wealth, LLC 0.11% — 4,089 $409K
Romano Brothers and Company 0.05% Add +2.8% 4,085 $408K
Dockside LLC 0.10% — 4,077 $407K
Howard Bailey Securities, LLC 0.16% Reduce -12.6% 4,076 $407K
Opinicus Capital, Inc. 0.28% Reduce -3.6% 4,060 $406K
Prostatis Group LLC 0.10% New 4,047 $404K
Wrapmanager Inc. 0.14% Reduce -13.5% 4,035 $403K
Foresight Capital Management Advisors, Inc. 0.22% Add +17.9% 4,027 $402K
Opus Capital Group, LLC 0.04% Add +3.9% 4,025 $402K
Heirloom Wealth Management 0.09% New 4,013 $401K
Berger Financial Group, Inc 0.02% Add +3.9% 3,998 $399K
Penserra Capital Management LLC 0.00% Add +5.9% 3,981 $397K
Florida Financial Advisors, LLC 0.11% Add +1.6% 3,968 $397K
Kovack Advisors, Inc. 0.02% Add +42.2% 3,964 $396K
HHM Wealth Advisors, LLC 0.05% Reduce -0.1% 3,963 $396K
Clearview Wealth Advisors LLC 0.25% Reduce -4.7% 3,963 $396K
Ariston Services Group 0.23% No change 3,958 $395K
Faithward Advisors, LLC 0.06% Reduce -0.2% 3,951 $395K
Van Strum & Towne Inc. 0.11% No change 3,950 $395K
Gibbs Wealth Management 0.10% Reduce -7.7% 3,939 $395K
Semus Wealth Partners LLC 0.21% Reduce -8.6% 3,912 $391K
Nova R Wealth, Inc. 0.14% Reduce -1.9% 3,902 $390K
First Horizon Corp. 0.02% Add +0.4% 3,900 $390K
Triumph Capital Management 0.08% Add +0.3% 3,898 $389K
Klingenstein Fields & Co. LP 0.01% No change 3,895 $389K
Orrstown Financial Services Inc. 0.06% New 3,888 $388K
Farringdon Capital, Ltd. 0.10% New 3,887 $388K
Ashton Thomas Securities, LLC 0.07% Add +0.8% 3,878 $387K
Mission Creek Capital Partners, Inc. 0.08% Reduce -2.5% 3,875 $387K
Whalen Wealth Management Inc. 0.21% New 3,868 $386K
Cambient Family Office, LLC 0.06% — 3,864 $386K
Bison Wealth, LLC 0.04% Add +12.6% 4,075 $386K
Rothschild Capital Partners, LLC 0.09% No change 3,860 $386K
Sompo Asset Management Co., Ltd. 0.07% Reduce -29.4% 3,860 $386K
Wealth Group, Ltd. 0.38% — 3,852 $385K
Broadway Wealth Solutions, Inc. 0.20% Add +4.5% 3,828 $382K
CFO4Life Group, LLC 0.05% Reduce -4.7% 3,827 $382K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +3.8% 3,816 $381K
Sun Financial Inc 0.21% — 3,791 $379K
Fort Point Capital Partners LLC 0.05% New 3,681 $378K
Prosperity Consulting Group, LLC 0.02% New 3,772 $377K
Retirement Planning Co of New England, Inc. 0.15% Add +3.2% 3,762 $376K
Phoenix Financial Ltd. 0.00% Add +3.3% 3,762 $376K
Marion Wealth Management 0.08% Add +10.5% 3,674 $375K
Rothschild Wealth LLC 0.04% Add +5.7% 3,755 $375K
Fiduciary Family Office, LLC 0.11% Reduce -2.5% 3,738 $373K
Everpar Advisors LLC 0.14% Add +11.4% 3,725 $372K
Austin Private Wealth, LLC 0.03% Add +24.1% 3,720 $372K
Marks Group Wealth Management, Inc 0.04% Reduce -1.0% 3,719 $372K
Perennial Investment Advisors, LLC 0.03% Add +11.7% 3,714 $371K
American Institute for Advanced Investment Management, LLP 0.24% Reduce -5.1% 3,693 $369K
Studio Investment Management LLC 0.07% Reduce -1.7% 3,681 $368K
TriaGen Wealth Management LLC 0.10% No change 3,677 $367K
RDA Financial Network 0.09% Add +6.8% 3,676 $367K
BlackDiamond Wealth Management, LLC 0.18% Add +4.1% 3,423 $367K
Cohen Klingenstein LLC 0.01% No change 3,660 $366K
Exencial Wealth Advisors, LLC 0.01% Add +5.8% 3,629 $363K
Chilton Investment Co. Inc. 0.01% Add +4.0% 3,628 $362K
Abacus Planning Group, Inc. 0.05% Reduce -0.6% 3,627 $362K
Rovin Capital /Ut/ 0.10% Reduce -29.8% 3,620 $362K
CHICAGO TRUST Co NA 0.06% Reduce -8.8% 3,616 $361K
Private Client Services, LLC 0.11% Add +2.4% 3,615 $361K
Capital Management Associates, Inc 0.08% Add +2.4% 3,607 $360K
Fire Capital Management LLC 0.18% New 3,600 $360K
Fulcrum Wealth Advisors, LLC 0.30% — 3,595 $359K
Quent Capital, LLC 0.03% Add +5.3% 3,589 $359K
Noesis Capital Mangement Corp. 0.05% Add +3.5% 3,583 $358K
Founders Capital Management 0.19% Reduce -2.7% 3,582 $358K
Denver PWM, LLC 0.12% No change 3,915 $357K
Purus Wealth Management, LLC 0.11% Reduce -6.0% 3,561 $356K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -3.0% 3,529 $353K
Essential Partners LLC 0.11% Add +5.8% 3,513 $351K
Brave Asset Management Inc. 0.08% No change 3,505 $350K
Facet Wealth, Inc. 0.01% New 3,381 $350K
Wellington Shields Capital Management, LLC 0.05% Add +0.1% 3,500 $350K
Wisconsin Capital Management LLC 0.18% No change 3,500 $350K
Hennessy Advisors Inc. 0.01% Add +16.7% 3,500 $350K
Edgewood Management LLC 0.00% No change 3,500 $350K
Greenspring Advisors, LLC 0.02% New 3,495 $349K
Sagewood Asset Management LP 0.12% — 3,495 $349K
Delaney Capital Management Ltd. 0.06% — 3,495 $349K
Canal Capital Management, LLC 0.05% Add +0.1% 3,494 $349K
Smithfield Trust Co 0.02% Add +28.2% 3,486 $349K
Root Financial Partners, LLC 0.02% Add +23.4% 3,492 $349K
Prosperitas Financial LLC 0.14% Add +0.8% 3,491 $349K
LCM Capital Management Inc 0.17% No change 3,490 $349K
Legato Capital Management LLC 0.03% New 3,483 $348K
Spartan Planning & Wealth Management 0.26% Add +12.7% 3,480 $348K
Southern Financial Group, LLC 0.10% — 3,464 $346K
Werba Rubin Papier Wealth Management 0.09% New 3,463 $346K
Peterson Wealth Services 0.09% Add +97.2% 3,457 $345K
Godsey & Gibb, Inc. 0.03% Reduce -12.8% 3,455 $345K
Muirfield Wealth Advisors LLC 0.25% Add +46.5% 3,440 $344K
Mirabella Financial Services LLP 0.04% New 3,438 $343K
Red Door Wealth Management, LLC 0.04% Add +0.2% 3,423 $342K
Guardian Wealth Advisors, LLC / NC 0.02% Add +11.4% 3,410 $341K
McAdam, LLC 0.02% Add +11.1% 3,395 $339K
CWS Financial Advisors, LLC 0.09% Add +0.2% 3,367 $336K
Sigma Investment Counselors Inc. 0.02% Add +5.0% 3,365 $336K
Wellspring Financial Advisors, LLC 0.03% Add +31.9% 3,364 $336K
First Interstate Bank 0.02% Reduce -4.7% 3,364 $336K
Westshore Wealth, LLC 0.11% Reduce -4.8% 3,358 $335K
SYM FINANCIAL Corp 0.03% Reduce -0.3% 3,347 $334K
LRI Investments, LLC 0.03% Add +2.3% 3,346 $334K
Hantz Financial Services, Inc. 0.00% Add +74.9% 3,339 $334K
ARS Wealth Advisors Group, LLC 0.03% Add +20.6% 3,342 $334K
Marshall & Sterling Wealth Advisors Inc. 0.22% Reduce -0.5% 3,318 $332K
Diversified Enterprises, LLC 0.02% Add +8.2% 3,313 $331K
Delta Financial Advisors LLC 0.09% Add +0.3% 3,309 $331K
TrueWealth Advisors, LLC 0.09% Add +1.3% 3,307 $330K
NDVR, Inc. 0.27% New 3,300 $330K
McMillan Office, Inc. 0.04% — 3,300 $330K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +11.9% 3,289 $329K
Procyon Advisors, LLC 0.02% Add +33.7% 3,273 $327K
BOS Asset Management, LLC 0.09% No change 3,257 $325K
Cornerstone Advisory, LLC 0.03% Add +7.6% 3,257 $325K
Calton & Associates, Inc. 0.05% Add +5.9% 3,251 $325K
Lantz Financial LLC 0.07% Add +3.1% 3,243 $324K
Norway Savings Bank 0.15% Reduce -6.4% 3,240 $324K
Clearwave Capital, LLC 0.24% — 3,240 $324K
Mitchell McLeod Pugh & Williams Inc. 0.05% Add +13.7% 3,078 $323K
Wayfinding Financial, LLC 0.14% Reduce -5.5% 3,240 $323K
Regent Peak Wealth Advisors LLC 0.06% Add +5.0% 3,232 $323K
Legacy Private Trust Co. 0.02% Reduce -1.2% 3,225 $322K
Horizon Bancorp Inc. 0.16% Reduce -5.0% 3,197 $319K
SeaBridge Investment Advisors LLC 0.05% No change 3,190 $319K
Stonebridge Financial Group, LLC / MO 0.28% — 3,178 $318K
Brio Consultants, LLC 0.04% Add +4.8% 3,172 $317K
Blodgett Wealth Advisors, LLC 0.22% No change 3,167 $316K
Whalerock Point Partners, LLC 0.06% No change 3,166 $316K
Destiny Wealth Partners, LLC 0.04% Add +0.1% 3,072 $316K
RAM Investment Partners, LLC 0.06% Reduce -12.9% 3,164 $316K
Raab & Moskowitz Asset Management LLC 0.07% Reduce -1.9% 3,159 $316K
Brevan Howard Capital Management LP 0.01% Reduce -96.8% 3,152 $315K
Azimuth Capital Investment Management LLC 0.01% No change 3,149 $315K
Oarsman Capital, Inc. 0.04% Add +0.3% 3,148 $315K
Deseret Mutual Benefit Administrators 0.13% Add +0.3% 3,147 $314K
Lodestar Private Asset Management LLC 0.03% Reduce -3.2% 3,146 $314K
Catalyst Investment Management LLC 0.30% — 3,137 $313K
Affinity Investment Advisors, LLC 0.21% Add +32.6% 3,129 $313K
W1M Asset Management Ltd 0.00% New 3,128 $313K
Simon Quick Advisors, LLC 0.01% Add +14.7% 3,126 $312K
Bluespring Wealth Management, LLC 0.03% Reduce -0.9% 3,123 $312K
Obermeyer Wealth Partners 0.01% Reduce -1.7% 3,121 $312K
Steel Grove Capital Advisors, LLC 0.03% No change 3,120 $312K
Moneco Advisors, LLC 0.02% Reduce -5.1% 3,114 $311K
Benin Management CORP 0.07% No change 3,103 $310K
Financial Management Professionals, Inc. 0.03% Reduce -3.3% 3,098 $310K
Marshall Financial Group, LLC 0.06% Reduce -4.2% 3,090 $309K
Tompkins Financial Corp. 0.02% Add +5.3% 3,085 $308K
Gallagher Fiduciary Advisors, LLC 0.01% Add +5.9% 3,082 $308K
St. Nicholas Private Asset Management, Inc. 0.28% Reduce -7.5% 3,080 $308K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.48% — 3,069 $307K
WestHill Financial Advisors, Inc. 0.06% New 3,069 $307K
Holderness Investments Co. 0.06% Reduce -2.5% 3,063 $306K
LJI Wealth Management, LLC 0.05% Add +9.3% 3,063 $306K
Onyx Bridge Wealth Group LLC 0.03% Add +1.3% 3,058 $306K
Physicians Financial Services, Inc. 0.08% Reduce -9.0% 3,050 $305K
Manuka Financial, LLC 0.19% Add +1.3% 3,040 $304K
Hilltop National Bank 0.07% Add +30.1% 3,039 $304K
Chilton Capital Management LLC 0.01% Add +1.4% 3,038 $304K
Traveka Wealth, LLC 0.12% Add +5.1% 3,032 $303K
Tradition Wealth Management, LLC 0.02% Add +0.1% 3,028 $303K
LVW Advisors, LLC 0.03% Add +9.1% 3,026 $302K
Cornerstone Planning, LLC 0.07% — 3,024 $302K
Sather Financial Group Inc 0.02% Add +14.1% 3,018 $302K
Lifeworks Advisors, LLC 0.04% Add +12.5% 3,012 $301K
Wbi Investments, LLC 0.08% Reduce -72.6% 3,001 $300K
Martel Wealth Advisors LLC 0.05% No change 3,000 $300K
Sierra Summit Advisors LLC 0.05% No change 3,000 $300K
Keystone Wealth Services, LLC 0.06% Reduce -9.3% 2,965 $296K
Segment Wealth Management, LLC 0.02% Add +24.4% 2,955 $295K
Signature Wealth Management Group 0.12% Reduce -3.3% 2,951 $295K
WealthShield Partners, LLC 0.03% Add +1.7% 2,947 $294K
CRA Financial Services, LLC 0.04% Add +0.1% 2,946 $294K
Beaumont Financial Advisors, LLC 0.02% Add +0.8% 2,936 $293K
Stockman Wealth Management, Inc. 0.03% No change 2,935 $293K
Bernardo Wealth Planning LLC 0.06% Add +0.7% 2,932 $293K
ORG Partners LLC 0.05% Add +1.7% 2,931 $293K
Wimmer Associates 1, LLC 0.14% No change 2,924 $292K
Boyar Asset Management Inc. 0.18% Reduce -9.4% 2,905 $290K
Elyxium Wealth, LLC 0.08% Reduce -10.8% 2,903 $290K
First Business Financial Services, Inc. 0.03% Reduce -26.7% 2,881 $288K
waypoint wealth counsel 0.10% Add +5.4% 2,864 $286K
Verdence Capital Advisors LLC 0.02% Reduce -0.3% 2,848 $285K
D'Orazio & Associates, Inc. 0.04% Add +10.8% 2,844 $284K
Central Valley Advisors, LLC 0.08% No change 2,838 $284K
Cypress Capital Group 0.03% Reduce -0.0% 2,827 $282K
Wedge Capital Management L L P 0.01% Reduce -5.2% 2,813 $281K
Pinnacle Bancorp, Inc. 0.08% No change 2,813 $281K
XTX Topco Ltd 0.01% Reduce -76.5% 2,811 $281K
Thrive Wealth Management, LLC 0.04% Reduce -1.1% 2,809 $281K
Hamilton Capital, LLC 0.01% — 2,793 $279K
Flagship Harbor Advisors, LLC 0.01% Reduce -8.9% 2,784 $278K
MOR Wealth Management, LLC 0.13% — 2,778 $278K
Pine Harbor Wealth Management, LLC 0.08% No change 2,763 $276K
OneAscent Family Office, LLC 0.19% New 2,763 $276K
Steigerwald, Gordon & Koch Inc. 0.03% Reduce -1.8% 2,756 $275K
BNB Wealth Management, LLC 0.18% — 2,749 $275K
Claro Advisors Inc. 0.04% Add +0.3% 2,748 $275K
Caerus Investment Advisors, LLC 0.09% Reduce -37.2% 2,747 $274K
Seven Mile Advisory 0.05% Reduce -24.6% 2,731 $273K
Sunflower Bank, N.A. 0.07% Add +0.8% 2,730 $273K
W.H. Cornerstone Investments Inc. 0.16% Add +0.3% 2,714 $271K
Kintra Wealth, LLC 0.04% New 2,708 $271K
Arkfeld Wealth Strategies, L.L.C. 0.09% Add +0.2% 2,651 $270K
FSM Wealth Advisors, LLC 0.04% Add +4.2% 2,688 $269K
Leigh Baldwin & Co., LLC 0.18% Add +8.9% 2,679 $268K
Grove Bank & Trust 0.03% Add +4.7% 2,674 $267K
O'Keefe Stevens Advisory, Inc. 0.07% No change 2,665 $266K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.09% Add +1596.2% 2,663 $266K
TRUE Private Wealth Advisors 0.03% Add +0.3% 2,654 $265K
Trustmark Bank Trust Department 0.02% Reduce -12.5% 2,653 $265K
Linden Thomas Advisory Services, LLC 0.03% Reduce -1.3% 2,650 $265K
SteelPeak Wealth, LLC 0.01% Reduce -45.5% 2,643 $264K
Ninepoint Partners LP 0.03% New 2,643 $264K
Broadleaf Partners, LLC 0.06% No change 2,640 $264K
Allied Investment Advisors, LLC 0.04% Reduce -5.4% 2,639 $264K
Investment House LLC 0.01% New 2,615 $261K
FAS Wealth Partners, Inc. 0.02% Reduce -0.1% 2,614 $261K
Goepper Burkhardt LLC 0.08% No change 2,600 $260K
Olistico Wealth, LLC 0.13% Add +0.1% 2,597 $259K
Oxinas Partners, LLC 0.12% Reduce -36.6% 2,591 $259K
New Wave Wealth Advisors LLC 0.09% Add +3.1% 2,583 $258K
TFR Capital, LLC. 0.09% Add +1.6% 2,574 $257K
Capital Markets Trading UK LLP 0.31% Reduce -11.1% 2,571 $257K
Five Oceans Advisors 0.09% Add +0.4% 2,571 $257K
Pathway Financial Advisors LLC 0.03% No change 2,470 $256K
Garton & Associates Financial Advisors LLC 0.15% — 2,558 $256K
GW&K Investment Management, LLC 0.00% Add +2.3% 2,549 $255K
Bond & Devick Financial Network, Inc. 0.07% No change 2,540 $254K
Acorn Financial Advisory Services Inc. 0.04% Add +4.5% 2,536 $253K
Almanack Investment Partners, LLC. 0.04% Reduce -37.2% 2,536 $253K
Wood Tarver Financial Group, LLC 0.07% Add +0.1% 2,536 $253K
Coordinated Financial Services, Inc. 0.15% Add +5.2% 2,530 $253K
Redhawk Wealth Advisors, Inc. 0.03% Add +2.4% 2,529 $253K
Garrett Wealth Advisory Group, LLC 0.05% No change 2,526 $252K
L. Roy Papp & Associates, LLP 0.03% Add +0.1% 2,522 $252K
Creative Financial Designs Inc. 0.02% Add +0.1% 2,515 $251K
Asset Dedication, LLC 0.02% Add +0.2% 2,512 $251K
Veratis Advisors, Inc. 0.20% — 2,692 $251K
Northside Capital Management, LLC 0.02% No change 2,506 $250K
Investments & Financial Planning, LLC 0.13% Reduce -1.9% 2,500 $250K
Elevation Wealth Partners, LLC 0.09% Reduce -2.8% 2,498 $250K
Bellwether Advisors, LLC 0.04% Reduce -82.2% 2,496 $249K
Neo Ivy Capital Management 0.04% Reduce -70.3% 2,493 $249K
Foster Group, Inc. 0.01% Add +2.4% 2,490 $249K
Corundum Group, Inc. 0.08% New 2,490 $249K
Grandfield & Dodd, LLC 0.01% Add +0.2% 2,486 $248K
Knightsbridge Asset Management, LLC 0.04% New 2,481 $248K
Summit Securities Group LLC 0.04% Reduce -15.7% 2,479 $248K
Patton Fund Management, Inc. 0.03% Reduce -10.1% 2,477 $247K
Prosperity Bancshares Inc 0.22% — 2,474 $247K
Guyasuta Investment Advisors Inc. 0.01% No change 2,472 $247K
Capital Investment Management, Inc. 0.09% — 2,467 $246K
Invenio Wealth Partners LLC 0.09% Reduce -4.7% 2,463 $246K
Drive Wealth Management, LLC 0.05% New 2,457 $245K
Strategic Blueprint, LLC 0.01% Reduce -28.5% 2,456 $245K
Riversedge Advisors, LLC 0.04% Reduce -11.7% 2,436 $243K
Pines Wealth Management, LLC 0.08% Reduce -3.8% 2,428 $243K
Rainey & Randall Wealth Advisors Inc. 0.04% Add +0.2% 2,427 $243K
Camden National Bank 0.03% Add +7.8% 2,427 $242K
J.M. Arbour, LLC 0.24% — 2,426 $242K
Jacobsen Capital Management 0.08% Add +2.4% 2,416 $241K
Westco Advisory Services Inc. 0.15% — 2,410 $241K
Teamwork Financial Advisors, LLC 0.03% Reduce -4.2% 2,404 $240K
Asset Management Group, Inc. 0.04% Add +0.3% 2,401 $240K
Auxano Advisors, LLC 0.05% No change 2,400 $240K
Violich Capital Management, Inc. 0.03% No change 2,400 $240K
D.B. Root & Company, LLC 0.06% Reduce -0.1% 2,396 $239K
Trust Co of the South 0.04% Reduce -42.9% 2,368 $237K
Ignite Planners, LLC 0.04% Add +0.1% 2,276 $237K
Manchester Capital Management LLC 0.03% Reduce -28.6% 2,364 $236K
TrustBank 0.10% — 2,360 $236K
Schrum Private Wealth Management LLC 0.17% Reduce -4.1% 2,356 $235K
Red Reef Advisors LLC 0.24% — 2,354 $235K
PVG Asset Management Corp. 0.50% New 2,352 $235K
DV Equities, LLC 0.04% — 2,350 $235K
Haverford Trust Co 0.00% Add +6.7% 2,345 $234K
Prospera Capital Management, LLC 0.12% Add +0.3% 2,344 $234K
Cherry Creek Investment Advisors, Inc. 0.10% New 2,343 $234K
Jackson Thornton Wealth Management, LLC 0.02% Reduce -41.6% 2,258 $234K
ZWJ Investment Counsel Inc. 0.01% Reduce -2.5% 2,331 $233K
First Financial Bankshares Inc 0.00% Reduce -37.5% 2,331 $233K
Morling Financial Advisors, LLC 0.07% Add +1.0% 2,323 $232K
Henrickson Nauta Wealth Advisors, Inc. 0.03% New 2,238 $232K
Cardiff Park Advisors, LLC 0.02% Add +0.1% 2,314 $231K
Keudell/Morrison Wealth Management 0.05% — 2,308 $231K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -10.8% 2,302 $230K
Cornell Pochily Investment Advisors, Inc. 0.07% Reduce -6.3% 2,302 $230K
Longview Financial Advisors LLC 0.13% Add +0.3% 2,301 $230K
Avity Investment Management Inc. 0.02% Reduce -4.2% 2,300 $230K
Schneider Downs Wealth Management Advisors, LP 0.03% New 2,298 $230K
Dynamic Wealth Strategies, LLC 0.14% Add +90.6% 2,297 $229K
Fiducient Advisors LLC 0.03% New 2,296 $229K
Plancorp, LLC 0.01% Reduce -0.2% 2,293 $229K
Summit Financial Wealth Advisors, LLC 0.03% Reduce -2.4% 2,283 $228K
SOA Wealth Advisors, LLC. 0.04% Reduce -4.1% 2,279 $228K
Mayfair Advisory Group, LLC 0.09% New 2,230 $227K
Morse Asset Management, Inc 0.05% Reduce -9.4% 2,263 $226K
WP Advisors, LLC 0.06% Add +0.7% 2,259 $226K
Elevation Wealth Management LLC 0.22% — 2,257 $225K
Quattro Advisors LLC 0.18% — 2,255 $225K
Brooklyn FI, LLC 0.05% Reduce -3.9% 2,252 $225K
Tritonpoint Wealth, LLC 0.02% Reduce -19.6% 2,250 $225K
Fell Capital Management 0.22% — 2,250 $225K
CAP Partners, LLC 0.13% No change 2,250 $225K
Signature Equity Partners, LLC 0.12% — 2,241 $224K
Morton Community Bank 0.05% Reduce -14.0% 2,150 $223K
BankPlus Trust Department 0.06% No change 2,234 $223K
Aspire Capital Advisors LLC 0.05% Add +1.1% 2,232 $223K
Tumwater Wealth Management, LLC 0.09% No change 2,228 $223K
Three Bridge Wealth Advisors, LLC 0.06% Reduce -18.2% 2,224 $222K
Safeguard Investment Advisory Group, LLC 0.06% New 2,223 $222K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Reduce -8.4% 2,223 $222K
WorthPointe, LLC 0.06% Reduce -2.6% 2,217 $222K
Medallion Wealth Advisors, LLC 0.07% Add +0.1% 2,200 $220K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +9.4% 2,200 $220K
Meyer Handelman Co. 0.01% Reduce -11.7% 2,200 $220K
Riverbend Wealth Management, LLC 0.14% New 2,200 $220K
Grey Fox Wealth Advisors, LLC 0.04% Add +0.4% 2,189 $219K
Silverlake Wealth Management LLC 0.05% New 2,188 $219K
R. W. Roge & Company, Inc. 0.11% New 2,188 $218K
Acorns Advisers, LLC 0.00% New 2,180 $218K
Longboard Asset Management, LP 1.38% No change 2,167 $217K
Birchbrook, Inc. 0.11% No change 2,167 $216K
Hendershot Investments Inc. 0.03% No change 2,165 $216K
Heritage Investment Group, Inc. 0.03% New 2,161 $216K
Matisse Capital 0.10% Reduce -77.6% 2,160 $216K
Marex Group Ltd 0.00% New 2,159 $216K
Firestone Capital Management 0.05% Add +1.1% 2,157 $216K
Spirepoint Private Client, LLC 0.02% New 2,151 $215K
Brian Low Financial Group, LLC 0.15% New 2,149 $215K
SBI Securities Co., Ltd. 0.01% Reduce -47.9% 2,149 $215K
Core Alternative Capital 0.06% Add +391.5% 2,148 $215K
Lighthouse Wealth Management Inc. 0.15% Add +0.7% 2,145 $214K
Burton Enright Welch 0.03% Reduce -31.7% 2,140 $214K
Liberty Wealth Management LLC 0.03% Reduce -0.4% 2,139 $214K
Northwest Bancshares, Inc. 0.04% New 2,135 $213K
Castleview Partners, LLC 0.11% Add +0.4% 2,133 $213K
Granite Harbor Advisors, Inc. 0.09% Reduce -0.3% 2,133 $213K
McLean Asset Management Corp 0.04% New 2,080 $212K
Ceeto Capital Group, LLC 0.06% Reduce -29.9% 2,125 $212K
First Nebraska Trust Co 0.02% Reduce -11.0% 2,113 $211K
Farmers Trust Co. 0.03% Reduce -10.1% 2,110 $211K
Hutchinson Capital Management 0.04% Add +0.3% 2,108 $211K
Legacy Wealth Advisors, LLC 0.14% — 2,107 $211K
LeConte Wealth Management, LLC 0.14% New 2,104 $210K
Opal Capital LLC 0.05% — 1,967 $210K
Kaizen Financial Strategies 0.09% New 2,101 $210K
Ewa, LLC 0.05% New 2,097 $210K
Gilpin Wealth Management, LLC 0.17% — 2,097 $210K
Arsenal Capital Advisors LLC 0.15% — 2,092 $209K
EJMK Ventures LLC 0.13% — 2,092 $209K
Howe & Rusling Inc. 0.01% Reduce -1.6% 2,089 $209K
Ycg, LLC 0.02% New 2,088 $209K
Hopwood Nicholas Hunter 0.07% — 2,080 $208K
Third View Private Wealth, LLC 0.03% — 2,073 $207K
Arvest Bank Trust Division 0.01% Reduce -3.3% 2,069 $207K
Mainsail Asset Management, LLC 0.09% Reduce -11.8% 2,066 $206K
Reflection Asset Management 0.15% — 2,057 $206K
TSG Advice Partners, LLC 0.03% — 2,042 $204K
Alteri Wealth LLC 0.07% New 2,042 $204K
Keystone Financial Group 0.02% New 2,040 $204K
Kaufman Rossin Wealth, LLC 0.11% New 2,039 $204K
Unconventional Investor, LLC 0.10% New 2,031 $203K
Occidental Asset Management, LLC 0.02% New 2,022 $202K
Straight Path Wealth Management 0.05% Reduce -26.0% 2,021 $202K
Lynx Investment Advisory 0.11% New 2,021 $202K
JSF Financial, LLC 0.04% New 2,018 $202K
Consilio Wealth Advisors, LLC 0.06% New 2,016 $201K
Harbour Trust & Investment Management Co 0.02% New 2,014 $201K
Atwood & Palmer Inc. 0.01% Add +0.3% 2,012 $201K
Weatherly Asset Management L. P. 0.02% New 2,010 $201K
M.E. Allison & Co., Inc. 0.14% New 2,010 $201K
Revolve Wealth Partners, LLC 0.02% Reduce -25.4% 2,009 $201K
Principia Wealth Advisory, LLC 0.13% Reduce -50.2% 2,005 $200K
Tower View Wealth Management LLC 0.10% No change 2,000 $200K
Bruce G. Allen Investments, LLC 0.13% Reduce -6.3% 1,991 $199K
Ulland Investment Advisors, LLC 0.15% Reduce -10.6% 1,936 $193K
Bell Investment Advisors, Inc 0.03% Reduce -0.6% 1,867 $187K
Hartford Financial Management Inc. 0.05% No change 1,742 $174K
WFA of San Diego, LLC 0.13% No change 1,736 $173K
Virtus Advisers, LLC 0.08% Add +47.0% 1,705 $170K
Harbor Investment Advisory, LLC 0.01% Reduce -2.1% 7,843 $167K
Pflug Koory, LLC 0.08% No change 1,662 $166K
SRH Advisors, LLC 0.05% Reduce -10.8% 1,655 $165K
Rexford Capital Inc. 0.13% Add +13.8% 1,651 $165K
Covestor Ltd 0.08% Add +46.0% 1,587 $159K
YANKCOM Partnership 0.07% Add +10.1% 1,585 $158K
Evelyn Partners Investment Management Services Ltd 0.02% No change 1,580 $158K
Truvestments Capital LLC 0.03% Add +0.1% 1,546 $154K
MTM Investment Management, LLC 0.05% No change 1,545 $154K
DT Investment Partners, LLC 0.01% No change 1,545 $154K
Cranbrook Wealth Management, LLC 0.03% Add +303.9% 1,535 $153K
Riverview Trust Co 0.18% No change 1,524 $152K
City State Bank 0.04% Reduce -10.6% 1,515 $151K
Barrett & Company, Inc. 0.05% No change 1,514 $151K
Corsicana & Co. 0.08% No change 1,500 $150K
MV Capital Management, Inc. 0.01% Add +0.5% 1,500 $150K
Vestor Capital, LLC 0.01% Add +864.3% 15,275 $149K
Rowlandmiller & Partners.adv 0.03% Add +0.7% 1,445 $144K
Transamerica Financial Advisors, LLC 0.01% Add +24.3% 1,436 $143K
Concord Wealth Partners 0.02% Reduce -15.3% 1,404 $140K
Asset Planning,Inc 0.09% Add +0.1% 1,346 $135K
Caitong International Asset Management Co., Ltd 0.03% Add +222.0% 1,301 $130K
Indiana Trust & Investment Management Co 0.04% Reduce -0.6% 1,267 $127K
Proathlete Wealth Management LLC 0.03% Add +3.0% 1,263 $126K
Wilkerson Advisory Group LLC 0.04% — 1,243 $124K
Hara Capital LLC 0.07% Reduce -6.1% 1,238 $124K
IMA Advisory Services, Inc. 0.01% Add +6.3% 1,231 $123K
Sherman Asset Management, Inc. 0.10% No change 1,214 $121K
Farmers & Merchants Investments Inc. 0.00% Add +1.3% 1,214 $121K
Richards, Merrill & Peterson, Inc. 0.05% New 1,202 $120K
Ares Financial Consulting, LLC 0.11% — 1,192 $119K
Pacifica Partners Inc. 0.05% No change 1,166 $118K
Crews Bank & Trust 0.02% No change 1,175 $117K
Abound Financial, LLC 0.05% New 1,173 $117K
Millstone Evans Group, LLC 0.07% No change 1,156 $115K
Entrust Financial LLC 0.09% — 1,148 $115K
Davis Capital Management 0.08% Reduce -5.0% 1,148 $115K
Sound Income Strategies, LLC 0.01% Add +8.5% 1,100 $114K
Adkins Seale Capital Management LLC 0.11% — 1,130 $113K
Capital Advisors, Ltd. LLC 0.01% No change 1,067 $107K
Westside Investment Management, Inc. 0.02% Add +2.7% 1,056 $107K
Trust Co. of Vermont 0.00% Reduce -43.0% 1,060 $106K
Pension & Wealth Management Advisors, Inc. 0.03% Add +0.3% 1,059 $106K
Roble, Belko & Company, Inc 0.01% New 1,037 $104K
Center for Financial Planning, Inc. 0.01% No change 1,040 $104K
Darwin Wealth Management, LLC 0.03% No change 1,039 $104K
Lavaca Capital LLC 0.02% New 1,036 $103K
J.Safra Asset Management Corp 0.01% Add +26.9% 1,034 $103K
Vermillion & White Wealth Management Group, LLC 0.06% Add +10.9% 1,010 $101K
Strategic Advocates LLC 0.03% No change 1,000 $101K
VSM Wealth Advisory, LLC 0.03% Add +0.2% 985 $98K
eCIO, Inc. 0.04% New 966 $97K
Align Financial, LLC 0.05% — 92,939 $93K
Graney & King, LLC 0.05% No change 928 $93K
Community Bank, N.A. 0.01% No change 918 $92K
DV Trading LLC 0.01% — 900 $90K
Rossby Financial, LCC 0.03% Add +420.2% 874 $87K
CoreFirst Bank & Trust 0.05% No change 862 $86K
Pandora Wealth, Inc. 0.05% No change 854 $85K
Hollencrest Capital Management 0.00% No change 810 $81K
Mowery & Schoenfeld Wealth Management, LLC 0.11% Add +76.5% 789 $79K
AdvisorNet Financial, Inc 0.00% Add +19.7% 767 $77K
Harbor Asset Planning, Inc. 0.07% Add +0.4% 762 $76K
Disciplina Capital Management LLC 0.01% Reduce -9.8% 761 $76K
Ankerstar Wealth, LLC 0.08% — 756 $76K
First Financial Corp. 0.03% No change 750 $75K
Cornerstone Planning Group LLC 0.01% Reduce -99.8% 723 $75K
GGM Financial LLC 0.04% No change 746 $75K
Wellington-Altus USA Inc. 0.05% — 742 $74K
Missouri Trust & Investment Co 0.02% No change 735 $73K
Signature Resources Capital Management, LLC 0.04% Add +2.1% 722 $72K
Westfuller Advisors, LLC 0.03% Reduce -2.0% 721 $72K
Godfrey Financial Associates, Inc. 0.06% — 719 $72K
Strategic Wealth Advisors LLC 0.06% — 720 $71K
Golden State Wealth Management, LLC 0.01% No change 705 $70K
Private Wealth Asset Management, LLC 0.01% No change 705 $70K
Field & Main Bank 0.02% No change 700 $70K
Crewe Advisors LLC 0.01% Add +1.8% 696 $70K
KERR FINANCIAL PLANNING Corp 0.09% Reduce -27.5% 665 $68K
Delta Asset Management LLC 0.01% Add +0.1% 666 $67K
Kemnay Advisory Services Inc. 0.01% New 665 $66K
Monetary Management Group Inc. 0.01% No change 650 $65K
WPG Advisers, LLC 0.05% Reduce -5.4% 649 $65K
Acumen Wealth Advisors, LLC 0.02% — 649 $65K
Tradewinds Capital Management, LLC 0.01% Add +4.2% 647 $65K
Global Trust Asset Management, LLC 0.02% Reduce -70.2% 614 $61K
Fortitude Family Office, LLC 0.01% No change 611 $61K
Physician Wealth Advisors, Inc. 0.01% Add +8.8% 605 $60K
Gen-Wealth Partners Inc 0.02% No change 601 $60K
Gould Capital, LLC 0.04% No change 600 $60K
North Star Investment Management Corp. 0.00% Add +17.2% 586 $59K
Byrne Asset Management LLC 0.03% Add +10.9% 579 $58K
First Command Advisory Services, Inc. 0.00% Add +1056.0% 578 $58K
Bayban 0.05% — 577 $58K
Carolina Wealth Advisors, LLC 0.03% No change 565 $56K
Credit Industriel Et Commercial 0.01% New 555 $55K
Clark Wealth Partners 0.03% No change 552 $55K
Caldwell Sutter Capital, Inc. 0.02% No change 550 $55K
Wiser Advisor Group LLC 0.06% Add +3.6% 548 $55K
Knuff & Co LLC 0.02% No change 546 $55K
Fairscale Capital, LLC 0.04% No change 544 $54K
Hughes Financial Services, LLC 0.01% No change 543 $54K
Investors Research Corp 0.01% No change 530 $53K
Nvwm, LLC 0.01% No change 515 $51K
Country Trust Bank 0.00% No change 509 $51K
CBIZ Investment Advisory Services, LLC 0.00% No change 508 $51K
Catalyst Capital Advisors LLC 0.00% Reduce -41.9% 505 $50K
Glass Jacobson Investment Advisors llc 0.02% Add +0.2% 501 $50K
Valley Wealth Managers, Inc. 0.00% No change 500 $50K
Key Financial Inc 0.01% No change 476 $48K
Boreal Capital Management LLC 0.04% No change 475 $47K
Evelyn Partners Asset Management Ltd 0.01% No change 467 $47K
TD Capital Management LLC 0.00% Add +93.7% 463 $46K
Activest Wealth Management 0.01% Reduce -8.7% 462 $46K
Wealth Watch Advisors, INC 0.02% Reduce -1.9% 461 $46K
First PREMIER Bank 0.01% Reduce -19.2% 450 $45K
Steph & Co. 0.01% Add +15.0% 444 $44K
Sachetta, LLC 0.02% Reduce -0.2% 435 $43K
Murphy & Mullick Capital Management Corp 0.03% Add +0.5% 435 $43K
Seneschal Advisors, LLC 0.03% Add +0.2% 428 $43K
Cedar Mountain Advisors, LLC 0.01% Add +0.2% 426 $43K
SHP Wealth Management 0.00% — 423 $42K
Bullock Wealth Management Group 0.02% — 408 $41K
Beaird Harris Wealth Management, LLC 0.00% Reduce -4.5% 403 $40K
CGC Financial Services, LLC 0.01% No change 400 $40K
IAG Wealth Partners, LLC 0.00% No change 400 $40K
Trust Co 0.00% Add +2229.4% 396 $40K
American Capital Advisory, LLC 0.02% No change 395 $39K
Estabrook Capital Management 0.01% No change 395 $39K
Loomis Sayles & Co. L P 0.00% Reduce -3.5% 385 $38K
Bogart Wealth, LLC 0.00% Reduce -16.4% 377 $38K
Battery Global Advisors, LLC 0.02% Add +24.3% 374 $37K
Trifecta Capital Advisors, LLC 0.01% Reduce -33.4% 371 $37K
Highline Wealth Partners LLC 0.01% Reduce -88.5% 367 $37K
Towne Trust Company, N.A 0.01% Add +215.5% 366 $37K
Meeder Asset Management Inc. 0.00% Reduce -1.4% 365 $36K
Abound Wealth Management 0.01% Add +31.3% 361 $36K
Howard Hughes Medical Institute 0.02% Reduce -1.9% 360 $36K
NFSG Corp 0.01% No change 357 $36K
Hoese & Co LLP 0.03% No change 352 $35K
Raffa Wealth Management, LLC 0.01% Add +8.9% 341 $34K
Valued Wealth Advisors LLC 0.01% Add +6.7% 337 $34K
NCP Inc. 0.03% New 334 $33K
Private Wealth Management Group, LLC 0.01% No change 331 $33K
Aventus Investment Advisors, Inc. 0.03% No change 330 $33K
Glen Eagle Advisors, LLC 0.00% No change 325 $33K
McIlrath & Eck, LLC 0.00% Add +143.2% 321 $32K
Redmont Wealth Advisors LLC 0.05% Reduce -11.4% 317 $32K
Albion Financial Group 0.00% No change 310 $31K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +6.9% 309 $31K
Ransom Advisory, Ltd 0.01% No change 300 $30K
RMG Wealth Management LLC 0.00% No change 285 $30K
Optima Capital LLC 0.01% New 297 $30K
Bellevue Asset Management, LLC 0.01% No change 293 $29K
Beacon Financial Strategies CORP 0.02% New 292 $29K
GoalVest Advisory LLC 0.01% New 280 $28K
Princeton Global Asset Management LLC 0.00% No change 279 $28K
Mendota Financial Group, LLC 0.02% Reduce -47.8% 277 $28K
Financial Connections Group, Inc. 0.01% No change 271 $27K
Avion Wealth 0.01% Reduce -5.2% 271 $27K
Frazier Financial Advisors, LLC 0.02% Reduce -41.4% 269 $27K
True Wealth Design, LLC 0.01% Reduce -44.7% 268 $27K
Stone House Investment Management, LLC 0.00% Add +1.1% 267 $27K
Robinswood Financial LLC 0.01% No change 262 $26K
Piscataqua Savings Bank 0.02% New 257 $26K
Nova Wealth Management, Inc. 0.02% Add +7.6% 255 $26K
Gables Capital Management Inc. 0.01% No change 249 $25K
Salomon & Ludwin, LLC 0.00% No change 238 $25K
Dogwood Wealth Management LLC 0.01% Add +99.2% 247 $25K
Vision Financial Markets LLC 0.02% Add +0.4% 243 $24K
Pin Oak Investment Advisors Inc. 0.02% No change 224 $24K
Dunhill Financial, LLC 0.01% Add +12.8% 238 $24K
LFA - Lugano Financial Advisors SA 0.01% No change 235 $23K
Luken Investment Analytics, LLC 0.01% New 232 $23K
Palladiem, LLC 0.02% — 230 $23K
Roxbury Financial LLC 0.02% Add +0.4% 228 $23K
Osterweis Capital Management Inc. 0.00% New 226 $23K
Hurley Capital, LLC 0.01% Add +0.5% 224 $22K
Torren Management, LLC 0.01% — 224 $22K
Park Place Capital Corp 0.00% Add +39.7% 218 $22K
Mascoma Wealth Management LLC 0.00% No change 217 $22K
Horizon Financial Services, LLC 0.01% No change 214 $21K
Blue Bell Private Wealth Management, LLC 0.00% No change 213 $21K
Tucker Asset Management LLC 0.01% New 211 $21K
Bravera Wealth 0.01% — 207 $21K
Wellington Grp LLC 0.01% — 203 $20K
Vermillion Wealth Management, Inc. 0.01% Reduce -11.1% 200 $20K
Fourth Dimension Wealth, LLC 0.01% No change 200 $20K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 200 $20K
Minot DeBlois Advisors LLC 0.02% No change 195 $19K
Sunrise Financial Services, LLC 0.01% — 192 $19K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -15.1% 191 $19K
Sittner & Nelson, LLC 0.01% Add +25.4% 178 $19K
Arcadia Investment Management Corp. 0.00% Add +1.6% 185 $18K
Ascentis Wealth Management, LLC 0.00% New 184 $18K
Coston, McIsaac & Partners 0.00% New 182 $18K
Front Row Advisors LLC 0.01% No change 180 $18K
IMG Wealth Management, Inc. 0.01% Add +137.3% 178 $18K
Prestige Wealth Management Group LLC 0.00% Add +13.7% 174 $17K
Financial Network Wealth Advisors LLC 0.02% No change 174 $17K
Washington Trust Advisors, Inc. 0.00% No change 174 $17K
Acima Private Wealth, LLC 0.01% No change 169 $17K
Adirondack Trust Co. 0.01% No change 165 $16K
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 152 $15K
HighMark Wealth Management LLC 0.01% No change 152 $15K
Red Tortoise LLC 0.01% No change 148 $15K
Aventura Private Wealth, LLC 0.01% Add +3.5% 147 $15K
Joseph Group Capital Management 0.00% New 145 $14K
New England Capital Financial Advisors LLC 0.01% Add +0.7% 144 $14K
McGuire Capital Advisors Inc. 0.01% — 142 $14K
High Note Wealth, LLC 0.00% Add +68.3% 138 $14K
Swiss Re Ltd. 0.00% — 133 $13K
Nemes Rush Group LLC 0.00% Add +178.3% 128 $13K
Imprint Wealth LLC 0.06% Reduce -73.6% 128 $13K
Cornerstone Financial Management LLC 0.01% — 127 $13K
Bare Financial Services, Inc 0.00% Add +11.4% 127 $13K
2UniFi Bank 0.01% New 122 $12K
Consultiva Wealth Management, Corp. 0.03% No change 121 $12K
Icon Advisers Inc. 0.00% No change 120 $12K
MRP Capital Investments, LLC 0.01% No change 115 $11K
Legacy Bridge, LLC 0.00% Add +5650.0% 115 $11K
Wolverine Asset Management LLC 0.00% Reduce -95.7% 115 $11K
BOK Financial Private Wealth, Inc. 0.00% No change 114 $11K
Rakuten Securities, Inc. 0.00% Reduce -29.7% 109 $11K
Atomic Invest LLC 0.01% — 105 $11K
Nvest Wealth Strategies, Inc. 0.01% — 103 $10K
Nalls Sherbakoff Group, LLC 0.01% No change 103 $10K
Osbon Capital Management LLC 0.01% — 102 $10K
Kilter Group LLC 0.00% Add +104.0% 102 $10K
Monetary Solutions, Ltd 0.01% — 100 $10K
Sfam, LLC 0.01% — 100 $10K
Investors Portfolio Services LLC 0.01% — 100 $10K
Miller Wealth Advisors, LLC 0.00% No change 100 $10K
Manning & Napier Advisors LLC 0.00% New 97 $10K
First United Bank & Trust 0.00% No change 93 $9K
Silicon Valley Capital Partners 0.00% Add +1.1% 93 $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
DiNuzzo Private Wealth, Inc. 0.00% Add +6.4% 83 $8K
Centerpoint Advisors, LLC 0.00% No change 77 $8K
TFC Financial Management, Inc. 0.00% No change 77 $8K
United Financial Planning Group LLC 0.00% No change 75 $7K
Hilton Head Capital Partners, LLC 0.00% — 69 $7K
Turning Point Benefit Group, Inc. 0.00% Add +223.8% 68 $7K
Comprehensive Financial Planning, Inc. 0.00% New 67 $7K
Holos Integrated Wealth LLC 0.00% No change 65 $7K
Winch Advisory Services, LLC 0.00% Add +47.4% 84 $7K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 62 $6K
Clayton Financial Group LLC 0.00% New 61 $6K
Stephens Consulting, LLC 0.00% New 60 $6K
Arlington Trust Co LLC 0.00% Reduce -80.7% 60 $6K
Evolution Wealth Management Inc. 0.00% Add +1375.0% 59 $6K
1 North Wealth Services LLC 0.00% No change 57 $6K
WestEnd Advisors, LLC 0.00% Add +41.0% 55 $5K
Rialto Wealth Management, LLC 0.00% Add +5.9% 54 $5K
HFM Investment Advisors, LLC 0.00% Add +112.0% 53 $5K
Duncker Streett & Co. Inc. 0.00% No change 53 $5K
Winnacle Wealth LLC 0.00% No change 52 $5K
Paladin Advisory Group, LLC 0.00% No change 52 $5K
Kingdom Financial Group LLC. 0.00% New 51 $5K
1015 Capital Partners, LLC 0.01% — 51 $5K
Tidemark, LLC 0.00% No change 51 $5K
Orion Capital Management LLC 0.00% New 50 $5K
ROSS\JOHNSON & Associates LLC 0.09% Add +9.1% 48 $5K
PayPay Securities Corp 0.14% Add +20.5% 47 $5K
Legacy Wealth Managment, LLC 0.00% New 47 $5K
Elevated Capital Advisors, LLC 0.00% New 47 $5K
Bangor Savings Bank 0.00% No change 46 $5K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 40 $4K
Hoey Investments, Inc. 0.00% No change 39 $4K
Greenline Wealth Management LLC 0.00% — 37 $4K
Merited Wealth, LLC 0.00% — 37 $4K
Benson Wealth Management INC 0.00% — 35 $3K
1620 Investment Advisors, Inc. 0.00% No change 33 $3K
Quaker Wealth Management, LLC 0.00% New 32 $3K
S&T Bank 0.00% Reduce -47.5% 32 $3K
Wealth Preservation Advisors, LLC 0.00% Add +10.7% 31 $3K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 27 $3K
Vision Retirement, LLC 0.00% — 27 $3K
Aspect Partners, LLC 0.00% Add +316.7% 25 $2K
Fairman Group, LLC 0.00% Reduce -50.0% 23 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 20 $2K
Retirement Wealth Solutions LLC 0.00% Reduce -66.1% 20 $2K
Lloyd Advisory Services, LLC. 0.00% New 20 $2K
Raleigh Capital Management Inc. 0.00% New 20 $2K
DecisionPoint Financial, LLC 0.00% No change 17 $2K
Foster Dykema Cabot & Partners, LLC 0.00% New 16 $2K
Redwood Park Advisors LLC 0.00% No change 14 $1K
Richard W. Paul & Associates, LLC 0.00% New 13 $1K
Basepoint Wealth LLC 0.00% New 12 $1K
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 11 $1K
Atlantic Private Wealth, LLC 0.00% New 10 $1K
First Pacific Financial 0.00% Add +200.0% 9 $900
One River Asset Management, LLC 0.00% New 8 $799
Quest 10 Wealth Builders, Inc. 0.00% No change 7 $705
NorthAvenue LLC 0.00% — 7 $700
Whipplewood Advisors, LLC 0.00% New 5 $500
Ameriflex Group, Inc. 0.00% Reduce -50.0% 4 $400
Y.D. More Investments Ltd 0.00% Reduce -10.3% 1,204 $377
Strive Financial Group ,LLC 0.00% — 3 $300
LMR Partners LLP 0.00% New 1 $100
Laurel Wealth Advisors LLC 0.00% New 1 $100

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