Schwab (charles)SCHW

13F holders, Q2 2026 (June 30)
2,317holders −22
146new positions
156sold out
19famous investors
$92.85avg. 13F price*

At the end of Q2 2026, 2,317 institutions reported holding Schwab (charles) Corp. (SCHW) in their 13F filings, down 22 from Q1 2026. 146 opened new positions and 156 sold out. The largest holders were BlackRock, Inc. ($12.4B), Vanguard Capital Management LLC ($9.9B) and Dodge & Cox ($7.1B). 19 famous investors held it, including Francois Rochon (5.2% of Giverny Capital's portfolio), Stephen Yacktman (4.7% of Yacktman Asset Management's portfolio) and Bill Nygren (3.0% of Harris Associates (Oakmark Funds)'s portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions146$581.0M
Exits156$1.3B

All 13F filers, Q1 2026 → Q2 2026: 109,475,690 shares bought and 102,813,420 shares sold, net +6,662,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,317 holders

BlackRock, Inc. 0.18% Add +0.9% 134,414,949 $12.4B
Vanguard Capital Management LLC 0.21% Reduce -0.9% 107,329,957 $9.9B
Dodge & Cox 3.72% Add +2.6% 76,968,323 $7.1B
State Street Corp. 0.20% Add +0.6% 73,174,188 $6.8B
JPMorgan Chase & Co. 0.26% Reduce -33.4% 49,165,186 $4.5B
FMR LLC 0.18% Add +24.0% 44,265,455 $4.1B
T. Rowe Price Associates Inc. 0.40% Reduce -11.0% 43,292,139 $4.0B
Geode Capital Management, LLC 0.18% Reduce -3.6% 37,293,274 $3.4B
Franklin Resources Inc. 0.74% Add +14.6% 36,476,735 $3.4B
Vanguard Portfolio Management LLC 0.11% Add +1.2% 26,889,062 $2.5B
Primecap Management Co. 1.37% Add +7.2% 25,120,895 $2.3B
Harris Associates (Oakmark Funds) 2.97% Add +10.9% 24,201,471 $2.2B
Massachusetts Financial Services Co. 0.68% Reduce -8.0% 13,356,306 $2.1B
Morgan Stanley 0.11% Add +3.5% 22,793,553 $2.1B
Norges Bank 0.21% — 22,658,390 $2.1B
Fisher Asset Management 0.60% Reduce -1.2% 21,952,062 $2.0B
Artisan Partners Limited Partnership 2.85% Add +8.5% 18,930,716 $1.7B
Bank of America Corp. 0.10% Add +2.4% 15,993,144 $1.5B
Northern Trust Corp. 0.17% Reduce -2.5% 15,952,492 $1.5B
Invesco Ltd. 0.10% Reduce -22.8% 13,090,710 $1.2B
Goldman Sachs Group Inc. 0.12% Add +11.2% 12,649,537 $1.2B
Ameriprise Financial Inc. 0.23% Add +42.8% 12,530,896 $1.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% Reduce -0.3% 11,843,766 $1.1B
Baron Capital (BAMCO) 1.61% Add +56.1% 11,655,694 $1.1B
Alliancebernstein L.P. 0.35% Reduce -10.4% 11,226,699 $1.1B
Flossbach Von Storch SE 4.47% Add +0.3% 10,706,944 $987.9M
Viking Global Investors 2.80% Reduce -27.4% 10,638,869 $981.6M
Bank of New York Mellon Corp 0.16% Reduce -35.1% 10,489,297 $967.8M
UBS Group AG 0.14% Add +66.4% 9,616,749 $887.3M
Charles Schwab Investment Management Inc. 0.12% Reduce -1.2% 9,472,684 $874.0M
Legal & General Group Plc 0.18% Reduce -6.6% 9,403,634 $867.7M
Brown Advisory Inc. 1.33% Add +1.9% 9,318,993 $859.9M
Vanguard Fiduciary Trust Co. 0.19% Reduce -2.2% 9,209,119 $849.7M
Baird Financial Group, Inc. 1.11% Add +3.3% 8,722,348 $804.8M
Two Sigma Investments, LP 0.61% Add +57.2% 8,425,755 $777.4M
Wellington Management Group LLP 0.13% Add +1738.3% 7,971,114 $735.5M
Arrowstreet Capital, Limited Partnership 0.31% Add +158.5% 7,632,441 $704.2M
Amundi 0.15% Add +22.6% 6,850,758 $632.1M
Deutsche Bank AG 0.18% Add +25.3% 6,656,381 $614.2M
Dimensional Fund Advisors LP 0.11% Add +9.9% 6,309,493 $582.1M
Nuveen, LLC 0.13% Reduce -2.0% 5,886,128 $543.1M
D. E. Shaw & Co. 0.35% Add +121.0% 5,779,607 $533.3M
Barrow Hanley Mewhinney & Strauss LLC 1.60% Add +430.4% 5,703,361 $526.2M
Envestnet Asset Management Inc. 0.12% Reduce -0.9% 5,571,968 $514.1M
Royal Bank of Canada 0.08% Add +7.0% 5,204,548 $480.2M
American Century Companies Inc. 0.20% Add +91.2% 4,935,492 $455.4M
First Trust Advisors LP 0.26% Add +42.0% 4,795,131 $442.4M
Nordea Investment Management AB 0.36% Add +28.1% 4,704,530 $436.5M
Ruane, Cunniff & Goldfarb L.P. 6.56% Reduce -3.0% 4,571,355 $421.8M
National Pension Service 0.27% Add +0.7% 4,513,138 $416.4M
Yacktman Asset Management 4.68% Add +5.0% 4,101,552 $378.5M
AQR Capital Management 0.13% Add +100.8% 4,025,866 $371.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.21% Add +5.5% 4,017,116 $370.7M
Allianz Asset Management GmbH 0.33% Add +77.2% 3,813,514 $351.9M
Provident Trust Co. 7.19% Add +0.4% 3,716,441 $342.9M
Barclays PLC 0.11% Reduce -11.9% 3,656,904 $337.4M
HSBC Holdings PLC 0.16% Add +5.2% 3,601,248 $332.4M
Capital International Investors 0.07% Add +3.6% 3,602,660 $332.4M
Vanguard Global Advisers, LLC 0.15% Reduce -3.5% 3,534,048 $326.1M
RPTC Inc. 54.74% No change 3,522,501 $325.0M
BNP Paribas Financial Markets 0.17% Add +4.0% 3,483,025 $321.4M
Sumitomo Mitsui Trust Group, Inc. 0.18% Reduce -2.6% 3,460,277 $319.3M
London Co. of Virginia 1.82% Reduce -3.3% 3,452,804 $318.6M
Van Eck Associates Corp. 0.19% Add +85.2% 3,438,308 $317.3M
Allen Investment Management, LLC 3.74% Reduce -35.9% 3,414,852 $315.1M
Citadel Advisors 0.18% Add +33.7% 3,406,215 $314.3M
Lazard Asset Management LLC 0.47% Add +16.9% 3,346,506 $308.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.20% Add +10.5% 3,216,537 $296.8M
Wells Fargo & Company 0.05% Reduce -10.8% 3,189,572 $294.3M
Canada Pension Plan Investment Board 0.16% Reduce -11.9% 3,187,265 $294.1M
Raymond James Financial Inc. 0.08% Add +12.9% 3,083,888 $284.6M
California Public Employees Retirement System 0.16% Reduce -1.3% 2,986,999 $275.6M
Timucuan Asset Management Inc. 9.97% Reduce -0.4% 2,936,893 $271.0M
Rhumbline Advisers 0.19% Reduce -3.7% 2,784,184 $256.9M
Principal Financial Group Inc. 0.12% Reduce -3.9% 2,741,997 $253.0M
Connor, Clark & Lunn Investment Management Ltd. 0.47% Add +30.0% 2,681,578 $247.4M
Prudential Financial Inc. 0.26% Add +2.9% 2,604,455 $240.3M
Neuberger Berman Group LLC 0.16% Reduce -6.6% 2,557,515 $235.7M
Fort Washington Investment Advisors Inc. 1.18% Add +0.3% 2,550,333 $235.3M
Bank of Montreal 0.09% Reduce -8.2% 2,538,664 $234.2M
California State Teachers Retirement System 0.21% Reduce -2.7% 2,529,153 $233.4M
Focus Partners Wealth 0.24% Add +10.8% 2,498,544 $230.5M
D1 Capital Partners 0.65% Add +4.6% 2,466,590 $227.6M
SG Americas Securities, LLC 0.13% Add +59.7% 2,408,804 $222.3M
Mariner, LLC 0.23% Add +12.0% 2,375,832 $219.2M
Fiduciary Management Inc. 3.01% Reduce -33.8% 2,295,743 $211.8M
US Bancorp \de 0.23% Reduce -0.0% 2,289,104 $211.2M
Ensign Peak Advisors, Inc 0.35% Reduce -5.4% 2,277,340 $210.1M
Clearbridge Investments, LLC 0.17% Reduce -42.8% 2,262,374 $208.7M
Natixis Advisors, LLC 0.23% Reduce -12.7% 2,252,011 $207.8M
Darsana Capital Partners LP 0.93% No change 2,250,000 $207.6M
Russell Investments Group, Ltd. 0.18% Add +8.6% 2,223,546 $204.8M
Lord, Abbett & Co. LLC 0.61% Reduce -33.1% 2,213,960 $204.3M
Route One Investment Company, L.P. 8.36% Add +30.2% 2,189,893 $202.1M
Jane Street Group, LLC 0.13% Add +48.8% 2,180,123 $201.2M
Citigroup Inc. 0.09% Add +11.9% 2,152,238 $198.6M
Caisse de depot et placement du Quebec 0.28% Add +833.1% 2,119,943 $195.6M
Jupiter Topco LLC 0.08% — 2,113,238 $195.0M
Man Group plc 0.35% Add +224.4% 2,063,766 $190.4M
Qube Research & Technologies Ltd 0.21% Reduce -0.3% 2,037,800 $188.0M
Beck Mack & Oliver LLC 3.63% Reduce -1.3% 2,016,840 $186.1M
Thrivent Financial for Lutherans 0.31% Reduce -16.9% 1,978,758 $182.6M
Renaissance Technologies 0.24% New 1,911,141 $176.3M
CIBC Bancorp USA Inc. 0.21% Reduce -8.2% 1,872,038 $172.7M
Mondrian Investment Partners LTD 2.64% Add +8.2% 1,858,141 $171.5M
LPL Financial LLC 0.04% Add +3.2% 1,850,432 $170.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.17% Reduce -10.0% 1,836,925 $169.5M
Healthcare of Ontario Pension Plan Trust Fund 0.23% Reduce -36.8% 1,762,006 $162.6M
Assenagon Asset Management S.A. 0.21% Reduce -15.1% 1,743,958 $160.9M
Bank Julius Baer & Co. Ltd, Zurich 0.42% Reduce -9.0% 1,743,171 $160.2M
Giverny Capital 5.22% Add +9.5% 1,681,567 $155.2M
CapitalatWork S.A. 3.89% Add +7.6% 1,674,961 $154.5M
New York State Common Retirement Fund 0.19% Reduce -6.6% 1,660,995 $153.3M
North Peak Capital Management, LLC 16.88% Add +37.0% 1,646,358 $151.9M
Aberdeen Group plc 0.21% Add +13.9% 1,643,886 $151.7M
Manufacturers Life Insurance Company, The 0.12% Reduce -9.1% 1,627,988 $150.2M
Danske Bank A/S 0.30% Reduce -4.1% 1,617,780 $149.3M
Generation Investment Management LLP 1.45% Reduce -41.3% 1,611,555 $148.7M
Worldquant Millennium Advisors LLC 0.50% New 1,576,199 $145.4M
Jones Financial Companies LLLP 0.06% Reduce -7.1% 1,582,419 $143.5M
Cerity Partners LLC 0.17% Add +9.3% 1,544,223 $142.5M
Sei Investments Co. 0.12% Reduce -23.0% 1,481,869 $136.7M
State Board of Administration of Florida Retirement System 0.22% Reduce -3.9% 1,431,430 $132.1M
Aviva PLC 0.19% Reduce -3.6% 1,426,071 $131.6M
Capitolis Liquid Global Markets LLC 0.57% Reduce -0.9% 1,418,844 $130.9M
CANADA LIFE ASSURANCE Co 0.21% Add +15.1% 1,405,742 $129.4M
Markel Group 0.98% Add +0.8% 1,394,800 $128.7M
PFA Pension, Forsikringsaktieselskab 0.32% Add +23.9% 1,385,802 $127.9M
Vaughan Nelson Investment Management, L.P. 1.09% Reduce -2.7% 1,337,145 $123.4M
Regal Partners Ltd 6.74% Add +272.3% 1,323,509 $122.1M
Royal London Asset Management Ltd. 0.22% Reduce -1.7% 1,311,331 $121.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.19% Add +3.6% 1,311,293 $120.6M
Liontrust Investment Partners LLP 1.77% Add +8.5% 1,305,310 $120.4M
National Bank of Canada 0.10% Add +13.9% 1,282,028 $118.3M
Truist Financial Corp. 0.14% Reduce -3.6% 1,274,680 $117.6M
Parnassus Investments, LLC 0.31% Reduce -2.0% 1,258,426 $116.1M
New York State Teachers Retirement System 0.21% Reduce -0.3% 1,250,931 $115.4M
Federated Hermes, Inc. 0.17% Reduce -7.3% 1,248,416 $115.2M
Millennium Management 0.08% Add +91.2% 1,245,409 $114.9M
Victory Capital Management Inc. 0.06% Add +9.6% 1,234,748 $113.9M
APG Asset Management N.V. 0.27% Add +34.0% 1,380,032 $111.4M
HRT Financial LP 0.20% Add +142.3% 1,205,506 $111.2M
Findlay Park Partners LLP 1.50% Reduce -3.3% 1,202,369 $110.9M
Assetmark, Inc. 0.19% Add +7.0% 1,191,983 $110.0M
Thornburg Investment Management Inc. 1.03% Add +44.6% 1,170,451 $108.0M
Park Presidio Capital LLC 6.11% Reduce -9.4% 1,170,236 $108.0M
Bristol John W & Co. Inc. 1.59% Reduce -0.9% 1,162,896 $107.3M
Mackenzie Financial Corp. 0.11% Add +35.3% 1,150,522 $106.2M
Schroder Investment Management Group 0.08% Reduce -4.3% 1,170,390 $106.0M
Korea Investment CORP 0.20% Reduce -6.1% 1,138,783 $105.1M
Adage Capital Partners Gp, L.L.C. 0.14% Reduce -33.0% 1,117,039 $103.1M
Stifel Financial Corp. 0.08% Reduce -3.0% 1,104,683 $101.9M
Intermede Investment Partners Ltd 4.27% Reduce -4.5% 914,616 $101.4M
Retirement Systems of Alabama 0.30% Reduce -3.2% 1,095,623 $101.1M
Employees Retirement System of Texas 0.91% Reduce -1.6% 1,059,367 $97.7M
Ninety One UK Ltd 0.22% Add +82.0% 1,052,531 $97.1M
Treasurer of the State of North Carolina 0.25% Add +45.8% 1,042,577 $96.2M
Pictet Asset Management Holding SA 0.09% Add +8.2% 1,035,288 $95.5M
STRS Ohio 0.35% Reduce -1.4% 1,020,083 $94.1M
Boston Partners 0.08% Reduce -81.8% 998,920 $92.2M
Storebrand Asset Management As 0.23% Add +0.0% 997,412 $92.0M
Crawford Investment Counsel Inc. 1.47% Reduce -3.0% 956,633 $88.3M
Glenmede Trust Co. NA 0.39% Add +9.9% 949,485 $87.6M
Robeco Institutional Asset Management B.V. 0.11% Reduce -3.0% 935,109 $86.3M
NFJ Investment Group, LLC 2.89% Add +18.5% 926,971 $85.5M
Nomura Asset Management Co. Ltd. 0.18% Add +24.8% 912,643 $84.2M
Quantinno Capital Management LP 0.10% Reduce -8.8% 904,375 $83.4M
Bank of Nova Scotia 0.13% Add +89.7% 893,472 $82.4M
State of Wisconsin Investment Board 0.17% Reduce -4.0% 892,865 $82.4M
Mitsubishi UFJ Trust & Banking Corp 0.17% Add +1.7% 849,779 $78.4M
Madison Asset Management, LLC 0.93% Add +17.5% 847,868 $78.2M
Nomura Asset Management International Inc. 0.12% Add +16.0% 842,487 $77.7M
Vanguard Investments Australia, Ltd. 0.19% Add +0.3% 842,480 $77.7M
Snyder Capital Management L P 1.34% Reduce -0.2% 839,303 $77.4M
Swedbank AB 0.07% Add +4.5% 831,512 $76.7M
Candriam S.C.A. 0.34% Add +7.5% 821,827 $75.8M
Equity Investment Corp. 1.43% Add +15.5% 814,627 $75.2M
Wealth Enhancement Advisory Services, LLC 0.12% Add +3.9% 732,753 $74.0M
Chevy Chase Trust Holdings, LLC 0.19% Reduce -4.1% 801,071 $73.9M
Jacobs Levy Equity Management, Inc. 0.25% Add +7006.9% 761,360 $70.3M
Bowen Hanes & Co. Inc. 1.70% No change 740,788 $69.6M
Paralel Advisors LLC 2.67% No change 750,000 $69.2M
Creative Planning 0.04% Add +0.9% 746,571 $68.9M
Barr E S & Co. 3.83% Reduce -0.8% 739,955 $68.3M
Blair William & Co. 0.18% Reduce -17.0% 739,229 $68.2M
Becker Capital Management Inc. 1.83% Add +1.2% 737,701 $68.1M
FIL Ltd 0.05% Reduce -0.1% 737,623 $68.1M
Sterling Capital Management LLC 1.15% Reduce -14.4% 731,958 $67.5M
Carnegie Investment Counsel 1.34% Reduce -11.6% 745,872 $66.9M
Asset Management One Co., Ltd. 0.17% Reduce -3.0% 707,726 $65.3M
Summitry LLC 2.15% Add +0.3% 707,019 $65.2M
HughesLittle Investment Management Ltd. 11.28% Add +0.3% 705,304 $65.1M
Central Securities Corp 4.82% No change 700,000 $64.6M
TD Asset Management Inc 0.06% Reduce -6.3% 695,595 $64.2M
Vident Advisory, LLC 0.48% Add +26.2% 693,955 $64.0M
Atalanta Sosnoff Capital, LLC 1.12% Reduce -45.7% 689,376 $63.6M
Great Lakes Advisors, LLC 0.48% Add +626.5% 687,938 $63.5M
Teacher Retirement System of Texas 0.17% Add +40.8% 686,615 $63.4M
Cooke & Bieler LP 0.73% Reduce -1.5% 685,644 $63.3M
Corient Private Wealth LP 0.09% Reduce -15.2% 682,541 $63.0M
Ferguson Wellman Capital Management, Inc. 0.76% Add +72.5% 671,779 $62.0M
Caledonia Investments PLC 7.00% Add +9.8% 671,000 $61.9M
KLP Kapitalforvaltning As 0.20% Add +4.5% 670,072 $61.8M
KBC Group NV 0.13% Reduce -6.0% 655,451 $60.5M
Handelsbanken Fonder AB 0.17% Add +0.5% 652,139 $60.2M
Allspring Global Investments Holdings, LLC 0.09% Reduce -17.3% 617,153 $59.1M
Panagora Asset Management Inc. 0.18% Reduce -0.1% 639,468 $59.0M
Cetera Investment Advisers 0.05% Add +1.0% 626,708 $57.8M
MML Investors Services, LLC 0.12% Add +8.1% 621,646 $57.4M
Public Employees Retirement System of Ohio 0.17% Reduce -7.7% 616,080 $56.8M
Greenwich Wealth Management LLC 2.02% Add +114.2% 600,673 $55.4M
Aureus Asset Management, LLC 3.37% Reduce -0.8% 600,554 $55.4M
Tredje AP-fonden 0.25% Add +6.2% 587,227 $54.2M
State of Tennessee, Department of Treasury 0.16% Reduce -2.3% 573,272 $52.9M
Heron Bay Capital Management 4.73% Reduce -7.9% 566,275 $52.3M
Toronto Dominion Bank 0.09% Reduce -16.9% 559,050 $51.6M
Crossmark Global Holdings, Inc. 0.66% Add +3.8% 554,130 $51.1M
CORDA Investment Management, LLC. 3.09% Reduce -1.3% 545,906 $50.4M
Northwestern Mutual Wealth Management Co. 0.03% Add +7.3% 542,634 $50.1M
State of New Jersey Common Pension Fund D 0.17% Reduce -7.2% 538,971 $49.7M
Voya Investment Management LLC 0.05% Reduce -81.6% 535,833 $49.4M
Ariel Investments 0.48% Add +30.4% 525,299 $48.5M
Tudor Investment Corporation 0.20% Add +96.6% 511,257 $47.2M
Associated Banc-Corp 1.11% Add +0.1% 508,338 $46.9M
Lansforsakringar Fondforvaltning AB (publ) 0.21% Reduce -8.3% 506,841 $46.8M
Point72 Asset Management 0.07% Add +107.0% 498,176 $46.0M
Mount Capital Ltd 17.14% Add +6.9% 492,178 $45.4M
Osaic Holdings, Inc. 0.05% Add +8.2% 489,877 $45.2M
Cibc World Market Inc. 0.08% Reduce -46.2% 489,573 $45.2M
Trexquant Investment LP 0.28% Add +96.1% 485,363 $44.8M
Jupiter Asset Management Ltd. 0.22% Reduce -48.4% 485,009 $44.8M
EP Wealth Advisors, LLC 0.17% Add +11.2% 483,058 $44.6M
Lido Advisors, LLC 0.16% Reduce -3.9% 482,946 $44.6M
Mn Services Vermogensbeheer B.V. 0.33% Reduce -28.4% 481,166 $44.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.21% Add +7.6% 480,711 $44.4M
Resona Asset Management Co.,Ltd. 0.21% Reduce -9.7% 482,041 $44.3M
North Star Asset Management Inc. 1.74% Reduce -1.5% 478,540 $44.2M
Nykredit A/S 0.17% — 476,529 $44.0M
Rafferty Asset Management, LLC 0.10% Add +17.3% 476,200 $43.9M
Sandhill Capital Partners LLC 3.56% Reduce -8.2% 474,705 $43.8M
Crown Oak Advisors, LLC 20.27% Add +2.6% 471,770 $43.5M
Avantyr Capital Partners, LP 1.60% Reduce -71.0% 471,600 $43.5M
Public Sector Pension Investment Board 0.11% Reduce -1.8% 466,749 $43.1M
Czech National Bank 0.23% Add +2.3% 465,323 $42.9M
SEB Asset Management AB 0.16% Reduce -0.3% 462,577 $42.7M
First Manhattan Co. Llc. 0.11% Reduce -1.2% 458,665 $42.3M
Arizona State Retirement System 0.21% Reduce -0.9% 458,174 $42.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Reduce -54.5% 458,006 $42.3M
Perpetual Ltd 0.60% Add +2402.6% 455,719 $42.0M
Cresset Asset Management, LLC 0.15% Add +0.6% 445,551 $41.1M
State of Michigan Retirement System 0.18% Reduce -0.6% 433,566 $40.0M
Fifth Third Bancorp 0.06% Reduce -9.6% 433,329 $40.0M
Ami Asset Management Corp. 2.30% Reduce -3.2% 432,674 $39.9M
Oak Associates Ltd. 2.19% Reduce -0.7% 424,880 $39.2M
D.A. Davidson & Co. 0.22% Reduce -1.3% 424,820 $39.2M
Smith Group Asset Management, LLC 1.58% Add +8.7% 419,431 $38.7M
Whittier Trust Co. 0.38% Reduce -0.4% 383,423 $38.6M
Banco Santander, S.A. 0.24% Add +71.7% 417,055 $38.5M
Berkshire Asset Management LLC 1.50% Add +1.8% 414,077 $38.2M
Mediolanum International Funds Ltd 0.32% Reduce -19.1% 419,336 $38.0M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.86% Add +100.1% 411,152 $37.9M
CIBC Asset Management Inc 0.08% Reduce -24.2% 411,308 $37.9M
Vest Financial, LLC 0.39% Add +104.2% 407,329 $37.6M
Macquarie Group Ltd. 0.16% Add +36.4% 405,498 $37.4M
Ossiam 0.49% New 402,935 $37.2M
DekaBank Deutsche Girozentrale 0.06% No change 396,106 $37.1M
PNC Financial Services Group, Inc. 0.02% Reduce -0.7% 398,564 $36.8M
Quadrature Capital Ltd 0.31% Add +706.9% 397,976 $36.7M
Janney Montgomery Scott LLC 0.07% Reduce -12.1% 391,803 $36.2M
Rockland Trust Co. 1.42% Add +9.7% 391,764 $36.1M
NorthCoast Asset Management LLC 0.79% Reduce -0.7% 387,041 $35.7M
Kestra Advisory Services, LLC 0.12% Add +134.0% 385,528 $35.6M
Coronation Fund Managers Ltd. 1.36% Reduce -27.3% 385,511 $35.6M
Daiwa Securities Group Inc. 0.08% Add +21.9% 383,918 $35.4M
Allen Operations LLC 4.86% No change 380,215 $35.1M
Walleye Capital LLC 0.18% Add +821.3% 380,017 $35.1M
Exchange Traded Concepts, LLC 0.17% Add +109.7% 379,483 $35.0M
Nisa Investment Advisors, LLC 0.11% Reduce -5.6% 379,357 $35.0M
MetLife Investment Management, LLC 0.16% Reduce -4.5% 378,808 $35.0M
IFM Investors Pty Ltd 0.23% Add +9.9% 377,465 $34.8M
HighTower Advisors, LLC 0.03% Reduce -2.1% 375,553 $34.7M
DNB Asset Management AS 0.10% Add +2.2% 374,370 $34.5M
Ostrum Asset Management 1.66% Add +4.4% 372,338 $34.4M
Ilmarinen Mutual Pension Insurance Co 0.23% No change 366,441 $33.8M
ProShare Advisors LLC 0.05% Add +1.8% 365,295 $33.7M
Squarepoint Ops LLC 0.07% Reduce -34.6% 361,175 $33.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Reduce -7.2% 361,080 $33.3M
Pinebridge Investments LLC 0.27% Add +5.7% 360,760 $33.3M
Acadian Asset Management LLC 0.04% Reduce -13.9% 358,701 $33.1M
Ruffer LLP 1.17% New 358,432 $33.0M
Swiss Life Asset Management Ltd 0.14% Reduce -42.7% 357,255 $33.0M
Xponance LLC 0.20% Reduce -1.8% 355,562 $32.8M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +11.0% 354,734 $32.7M
Captrust Financial Advisors 0.05% Reduce -4.8% 352,763 $32.5M
Pacific Heights Asset Management LLC 1.02% No change 350,000 $32.3M
Blue Whale Capital LLP 1.00% Add +2.8% 342,398 $31.6M
Federation des caisses Desjardins du Quebec 0.10% Add +27.6% 339,818 $31.4M
Mercer Global Advisors Inc. 0.04% Add +2.0% 336,105 $31.0M
Greatmark Investment Partners, Inc. 3.41% Add +0.7% 335,492 $31.0M
Renaissance Group LLC 1.24% Reduce -3.7% 331,894 $30.6M
King Luther Capital Management Corp. 0.13% Reduce -9.4% 330,113 $30.5M
Calamos Advisors LLC 0.16% Reduce -1.8% 328,075 $30.3M
Sequoia Financial Advisors, LLC 0.15% Reduce -4.5% 327,673 $30.2M
Varma Mutual Pension Insurance Co 0.16% Add +5.6% 327,481 $30.2M
PensionDanmark Pensionsforsikringsaktieselskab 0.25% Add +7.2% 326,492 $30.1M
Eurizon Capital SGR S.p.A. 0.08% Add +2.8% 327,084 $30.1M
Intech Investment Management LLC 0.28% Add +1.8% 325,487 $30.0M
Quinn Opportunity Partners LLC 1.38% No change 320,000 $29.5M
Interval Partners, LP 0.95% Add +16.1% 319,725 $29.5M
Rockefeller Capital Management L.P. 0.05% Reduce -8.6% 319,236 $29.5M
MAI Capital Management 0.11% Add +111.6% 314,932 $29.1M
W.G. Shaheen & Associates DBA Whitney & Co 2.12% Add +24.7% 314,379 $29.0M
Credit Agricole S A 0.07% Add +14.4% 311,663 $28.8M
Jump Financial, LLC 0.28% Add +68.2% 306,759 $28.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.17% Reduce -11.3% 304,332 $28.1M
Hardman Johnston Global Advisors LLC 0.97% Reduce -1.0% 298,535 $27.5M
Davis Selected Advisers 0.11% Reduce -6.8% 289,871 $26.7M
USS Investment Management Ltd 0.10% Reduce -0.3% 287,088 $26.5M
Titan Global Capital Management USA LLC 3.34% Add +0.7% 285,384 $26.3M
Amalgamated Bank 0.18% Reduce -7.3% 285,274 $26.3M
Susquehanna International Group, LLP 0.02% Add +110.3% 284,953 $26.3M
Zurich Insurance Group Ltd 0.18% Reduce -18.7% 283,389 $26.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -49.0% 282,327 $26.1M
Capital Fund Management S.A. 0.18% Add +142.1% 279,572 $25.8M
Warther Private Wealth, LLC 5.66% Add +29.9% 279,565 $25.8M
Flputnam Investment Management Co. 0.31% Reduce -13.4% 278,750 $25.7M
Andra AP-fonden 0.29% Add +8.2% 277,772 $25.6M
Hosking Partners LLP 0.84% Reduce -3.1% 275,090 $25.4M
Barlow Wealth Partners, LLC 2.73% Add +2.0% 248,860 $25.3M
Bessemer Group Inc. 0.03% Add +0.2% 273,968 $25.3M
NEOS Investment Management LLC 0.09% Add +13.5% 272,235 $25.1M
Busey Bank 0.59% Add +0.2% 264,590 $24.4M
Rakuten Investment Management, Inc. 0.07% Add +8.0% 268,961 $24.4M
Canada Post Corp Registered Pension Plan 0.85% Add +11.1% 263,922 $24.4M
Midwest Trust Co 0.27% Reduce -0.3% 259,689 $24.0M
QRG Capital Management, Inc. 0.20% Add +4.4% 258,708 $23.9M
Steward Partners Investment Advisory, LLC 0.12% Add +0.5% 258,576 $23.9M
Algebris (uk) Ltd. 1.55% New 252,717 $23.2M
Basswood Capital Management, L.L.C. 0.99% Reduce -46.6% 250,998 $23.2M
Utah Retirement Systems 0.22% Reduce -8.6% 248,161 $22.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% Reduce -14.7% 247,592 $22.8M
Talbot Financial, LLC 1.68% Add +2.2% 247,559 $22.8M
Park National Corp. 0.63% Add +3.1% 245,025 $22.6M
Par Capital Management Inc. 0.56% Reduce -3.3% 245,000 $22.6M
Police & Firemen's Retirement System of New Jersey 0.17% Reduce -4.9% 244,772 $22.6M
New York Life Investment Management LLC 0.16% Reduce -1.8% 243,914 $22.5M
Dudley & Shanley, Inc. 3.36% No change 240,933 $22.2M
ExodusPoint Capital Management, LP 0.21% Add +80.7% 240,346 $22.2M
Voleon Capital Management LP 0.40% Add +272.4% 239,746 $22.1M
Jain Global LLC 0.28% Reduce -45.7% 239,497 $22.1M
GW Henssler & Associates Ltd. 0.98% Add +0.7% 238,027 $22.0M
Everett Harris & Co. 0.27% Add +5.0% 237,657 $21.9M
Commonwealth Equity Services, LLC 0.03% Reduce -11.2% 236,089 $21.8M
Clearstead Advisors, LLC 0.21% Reduce -4.3% 235,801 $21.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% Add +0.4% 235,706 $21.7M
Davidson Investment Advisors 0.89% Reduce -0.4% 234,899 $21.7M
O'shaughnessy Asset Management, LLC 0.10% Reduce -21.9% 227,115 $21.0M
Nissay Asset Management Corp. /Japan 0.09% Add +2.0% 219,725 $20.3M
Prudential PLC 0.13% Add +30.9% 218,889 $20.2M
Beacon Pointe Advisors, LLC 0.09% Reduce -4.5% 218,376 $20.2M
Tidal Investments LLC 0.05% Add +17.6% 217,249 $20.0M
Callan Family Office, LLC 0.39% Reduce -3.9% 217,027 $20.0M
Mairs & Power Inc. 0.18% Reduce -12.7% 216,288 $20.0M
Rwa Wealth Partners, LLC 0.19% Reduce -6.4% 213,349 $19.7M
Vinva Investment Management Ltd 0.13% Add +7.1% 216,732 $19.6M
Cohen Capital Management, Inc. 2.66% Reduce -0.9% 212,385 $19.6M
Public Employees Retirement Association of Colorado 0.07% Reduce -4.2% 212,141 $19.6M
Pathstone Holdings, LLC 0.06% Add +1.9% 207,550 $19.6M
B. Metzler seel. Sohn & Co. AG 0.16% Add +7.0% 206,143 $19.0M
Edgar Lomax Co. 1.42% Reduce -8.2% 205,215 $18.9M
Ethic Inc. 0.24% Add +9.5% 204,339 $18.9M
Live Oak Private Wealth LLC 2.35% Reduce -5.2% 203,521 $18.8M
Summit Trail Advisors, LLC 0.24% Reduce -3.3% 203,416 $18.8M
Addenda Capital Inc. 0.51% Reduce -1.0% 202,662 $18.7M
Hemenway Trust Co LLC 1.30% Add +9.5% 201,739 $18.6M
Oregon Public Employees Retirement Fund 0.20% Add +5.1% 201,018 $18.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.11% Add +4.5% 200,800 $18.5M
Private Wealth Partners, LLC 1.32% Reduce -2.7% 198,719 $18.3M
Vanguard Personalized Indexing Management, LLC 0.15% Reduce -3.3% 198,471 $18.3M
First Foundation Advisors 0.66% Add +1.1% 197,480 $18.2M
World Investment Advisors 0.30% Reduce -0.2% 192,951 $18.1M
United Asset Strategies, Inc. 1.28% Reduce -0.1% 196,428 $18.1M
Ieq Capital, LLC 0.08% Reduce -13.0% 195,776 $18.1M
ProVise Management Group, LLC 1.21% Add +1.1% 195,522 $18.0M
OP Asset Management Ltd 0.19% Add +5.8% 195,195 $18.0M
Sanctuary Advisors, LLC 0.08% Reduce -3.0% 194,796 $18.0M
Empowered Funds, LLC 0.09% Reduce -5.7% 193,980 $17.9M
Edgemoor Investment Advisors, Inc. 1.23% Add +2.3% 193,819 $17.9M
M&T Bank Corp 0.05% Reduce -9.5% 191,686 $17.7M
DAVENPORT & Co LLC 0.09% Add +5.8% 192,181 $17.7M
Martingale Asset Management L P 0.41% Reduce -0.9% 189,880 $17.5M
WCG Wealth Advisors LLC 0.41% Reduce -1.7% 188,964 $17.4M
Woodline Partners LP 0.05% Reduce -80.0% 188,597 $17.4M
Mutual of America Capital Management LLC 0.17% Reduce -0.4% 187,606 $17.3M
Cutler Investment Counsel LLC 1.62% Add +0.3% 186,829 $17.2M
Argent Capital Management LLC 0.54% Reduce -25.8% 186,032 $17.2M
Courant Investment Management LLC 16.43% No change 183,499 $16.9M
TCTC Holdings, LLC 0.44% Add +2.5% 183,241 $16.9M
Lathrop Investment Management Co. 2.98% Reduce -0.1% 182,238 $16.8M
Epoch Investment Partners, Inc. 0.10% Reduce -20.8% 181,952 $16.8M
&partners 0.07% Add +4.8% 181,701 $16.7M
Pinnacle Financial Partners, Inc. 0.11% Reduce -2.6% 180,572 $16.7M
Poehling Capital Management, INC. 3.56% Add +1.9% 179,671 $16.6M
UniSuper Management Pty Ltd 0.09% Add +40.2% 178,691 $16.5M
Asset Advisors Investment Management, LLC 1.49% Reduce -0.4% 175,731 $16.2M
North Reef Capital Management LP 0.62% Reduce -50.0% 175,000 $16.1M
Venturi Wealth Management, LLC 0.62% Add +0.1% 174,703 $16.1M
Baker Avenue Asset Management, LP 0.31% Add +37.7% 174,367 $16.1M
Goodman Financial Corp 2.46% Add +2.8% 172,783 $15.9M
Atlantic Union Bankshares Corp 0.27% Add +4.1% 172,406 $15.9M
PDT Partners, LLC 0.83% New 172,200 $15.9M
Ascent Group, LLC 0.47% Add +33.3% 171,658 $15.8M
Bluespring Wealth Management, LLC 0.30% Add +5496.9% 170,873 $15.8M
Wealthfront Advisers LLC 0.03% Reduce -6.7% 170,462 $15.7M
Empower Advisory Group, LLC 0.04% Add +3.7% 169,932 $15.7M
Blume Capital Management, Inc. 2.32% Add +1.0% 169,578 $15.6M
Baxter Bros Inc. 1.80% Add +11.6% 168,229 $15.5M
GenTrust, LLC 0.60% Add +2.5% 167,924 $15.5M
HFR Wealth Management, LLC 3.78% Reduce -1.6% 167,634 $15.5M
Kinsale Capital Group, Inc. 2.05% Add +11.2% 167,370 $15.4M
Trajan Wealth LLC 0.58% Add +10.4% 166,044 $15.3M
NewEdge Advisors, LLC 0.05% Add +27.8% 165,885 $15.3M
Yousif Capital Management, LLC 0.17% Reduce -8.3% 164,935 $15.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -3.6% 161,596 $14.9M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -6.7% 161,254 $14.9M
Elgethun Capital Management 2.07% Add +3.5% 161,024 $14.9M
State of Alaska, Department of Revenue 0.15% Reduce -3.3% 160,179 $14.8M
IMC-Chicago, LLC 0.14% Add +76.4% 159,940 $14.8M
Munich Reinsurance Co Stock Corp in Munich 0.32% Add +9.8% 159,656 $14.7M
Elo Mutual Pension Insurance Co 0.19% Add +132.5% 158,660 $14.6M
Lighthouse Investment Partners, LLC 0.45% Add +767.0% 158,043 $14.6M
Brevan Howard Capital Management LP 0.21% Reduce -80.0% 156,731 $14.5M
Walleye Trading LLC 0.20% Add +148.2% 157,053 $14.5M
Silicon Valley Capital Partners 1.17% Add +24.6% 156,949 $14.5M
Picton Mahoney Asset Management 0.13% Reduce -55.7% 156,808 $14.5M
Jacobs & Co. 1.24% Reduce -1.6% 156,494 $14.4M
AIA Group Ltd 0.18% Reduce -14.3% 156,431 $14.4M
Jacobson & Schmitt Advisors, LLC 2.34% Reduce -2.8% 155,449 $14.3M
Atria Investments, Inc 0.14% Reduce -9.8% 153,187 $14.1M
Great Lakes Retirement, Inc. 1.25% Add +2.1% 152,299 $14.1M
Horizon Investments, LLC 0.15% Add +8.4% 149,606 $13.8M
Perigon Wealth Management, LLC 0.22% Add +32.7% 149,554 $13.8M
Advocacy Wealth Management, LLC 0.49% Reduce -3.1% 147,436 $13.6M
United Capital Financial Advisors, LLC 0.08% Add +1.1% 147,353 $13.6M
Winslow Asset Management Inc. 2.36% Reduce -0.7% 147,075 $13.6M
1248 Management, LLC 5.29% Add +0.3% 146,646 $13.5M
Allen Mooney & Barnes Investment Advisors LLC 2.04% Reduce -3.5% 145,478 $13.4M
Polar Asset Management Partners Inc. 0.32% Add +274.3% 144,804 $13.4M
M&G PLC 0.07% Add +20.8% 145,187 $13.4M
Snowden Capital Advisors LLC 0.32% Reduce -2.0% 144,587 $13.3M
Soapstone Management L.P. 9.65% New 143,750 $13.3M
Hancock Whitney Corp. 0.22% Add +1.3% 143,134 $13.2M
Avanza Fonder AB 0.29% Add +6.7% 142,386 $13.1M
Abn Amro Investment Solutions 0.11% Add +3.6% 142,245 $13.1M
Van Cleef Asset Management,Inc 1.33% Reduce -2.0% 141,930 $13.1M
Banque Pictet & Cie SA 0.13% Reduce -3.5% 140,236 $12.9M
Peapack Gladstone Financial Corp. 0.15% Reduce -29.1% 140,026 $12.9M
Skylands Capital, LLC 1.59% Add +40.3% 139,835 $12.9M
Financial Avengers, Inc. 5.33% Reduce -0.8% 139,334 $12.9M
Aquatic Capital Management LLC 0.44% New 138,025 $12.7M
Modera Wealth Management, LLC 0.14% Reduce -4.8% 137,947 $12.7M
Tocqueville Asset Management L.P. 0.17% Add +1.4% 137,307 $12.7M
Cornerstone Capital, Inc. 1.12% Reduce -0.4% 135,580 $12.5M
Principal Securities, Inc. 0.15% Reduce -1.3% 135,377 $12.5M
OMERS ADMINISTRATION Corp 0.07% Add +4.1% 134,547 $12.4M
McGuire Investment Group, LLC 1.08% Add +0.1% 133,809 $12.3M
Teachers Retirement System of the State of Kentucky 0.08% No change 133,461 $12.3M
Mesirow Financial Investment Management, Inc. 0.19% Add +0.6% 133,408 $12.3M
Fishman Jay A Ltd. 0.98% Add +114.6% 133,287 $12.3M
Whittier Trust Co. of Nevada Inc. 0.23% Reduce -2.5% 120,385 $12.3M
Parthenon LLC 1.27% Add +0.7% 132,340 $12.2M
Advisors Capital Management, LLC 0.13% Add +0.7% 132,224 $12.2M
Curi Capital, LLC 0.19% Reduce -5.0% 131,889 $12.2M
Jamison Private Wealth Management, Inc. 1.26% Add +0.6% 131,823 $12.2M
CX Institutional 0.35% Add +153.1% 131,640 $12.1M
Gabelli Funds LLC 0.08% Reduce -2.0% 130,740 $12.1M
Los Angeles Capital Management LLC 0.04% Reduce -81.9% 129,913 $12.0M
Gulf International Bank (UK) Ltd 0.23% Reduce -1.7% 128,401 $11.8M
Mizuho Securities USA LLC 0.19% Add +26.8% 127,985 $11.8M
BNP Paribas 0.31% Add +58.2% 125,718 $11.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.17% Add +8.1% 125,674 $11.6M
Ironwood Investment Counsel, LLC 1.52% Reduce -0.9% 125,392 $11.6M
Bright Rock Capital Management, LLC 2.31% No change 125,000 $11.5M
First Merchants Corp. 0.41% Add +1.4% 124,909 $11.5M
Beverly Hills Private Wealth, LLC 2.24% Add +6.1% 124,548 $11.5M
Motco 0.98% Add +0.7% 124,117 $11.5M
Orion Porfolio Solutions, LLC 0.09% Reduce -5.8% 123,183 $11.4M
Hanson & Doremus Investment Management 1.15% Reduce -3.0% 122,781 $11.3M
Westbourne Investment Advisors, Inc. 3.12% Add +0.4% 122,466 $11.3M
Patten & Patten Inc. 0.60% Add +11.7% 122,344 $11.3M
ASR Vermogensbeheer N.V. 0.12% Reduce -26.9% 122,174 $11.3M
Pacer Advisors, Inc. 0.03% Add +45.9% 121,987 $11.3M
Vestor Capital, LLC 0.70% Add +3505.2% 47,192 $11.2M
Tower Bridge Advisors 1.01% Reduce -2.2% 121,059 $11.2M
First National Bank of Omaha 0.31% Add +1.8% 120,276 $11.0M
Glenview Trust Co 0.15% Reduce -1.9% 118,279 $10.9M
Premier Fund Managers Ltd 0.98% Reduce -39.8% 119,287 $10.8M
Boston Common Asset Management, LLC 0.64% Add +61.8% 116,937 $10.8M
Thompson Investment Management, Inc. 1.23% Add +12.5% 115,819 $10.7M
Argent Trust Co 0.31% Reduce -0.3% 115,626 $10.7M
Saudi Central Bank 0.14% Add +85.5% 115,584 $10.7M
Allen Capital Group, LLC 0.87% Add +2.3% 115,181 $10.6M
Nicholas Company, Inc. 0.19% Add +0.2% 114,667 $10.6M
Crestwood Advisors Group, LLC 0.16% Reduce -14.1% 114,586 $10.6M
Investment Management Corp of Ontario 0.13% Reduce -12.0% 114,067 $10.5M
Illinois Municipal Retirement Fund 0.12% Add +9.8% 113,803 $10.5M
Manchester Global Management (UK) Ltd 1.15% No change 113,000 $10.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.23% Add +308.0% 112,739 $10.4M
Burney Co./ 0.28% Reduce -3.8% 111,652 $10.3M
Vestmark Advisory Solutions, Inc. 0.10% Add +2.6% 111,145 $10.3M
Generali Asset Management SPA SGR 0.18% Add +6.2% 110,326 $10.2M
Norinchukin Bank, The 0.10% Add +6.6% 107,701 $9.9M
Sig Brokerage, LP 1.59% Add +0.1% 107,681 $9.9M
Cullen Investment Group, LTD. 1.19% Add +7.3% 106,747 $9.8M
Clarkston Capital Partners, LLC 0.83% Reduce -12.8% 106,637 $9.8M
Oppenheimer Asset Management Inc. 0.10% Reduce -16.4% 106,500 $9.8M
MidFirst Bank 0.69% Add +0.4% 105,826 $9.8M
Kentucky Retirement Systems 0.24% Add +10.1% 105,429 $9.7M
Allstate Corp. 0.10% Reduce -19.6% 105,334 $9.7M
Dana Investment Advisors, Inc. 0.25% Add +8.1% 105,228 $9.7M
Morningstar Investment Management LLC 0.59% No change 102,422 $9.6M
Timber Creek Capital Management LLC 1.94% Reduce -2.4% 103,265 $9.5M
Choreo, LLC 0.10% Reduce -1.7% 102,186 $9.4M
GCM Grosvenor Holdings, LLC 0.41% No change 101,819 $9.4M
Nomura Holdings Inc. 0.04% Add +83.2% 101,417 $9.4M
Formuepleje A/S 0.73% Add +29.1% 101,262 $9.3M
Evergreen Capital Management LLC 0.16% Reduce -3.9% 99,476 $9.2M
Aptus Capital Advisors, LLC 0.07% Add +2.4% 98,727 $9.1M
UNIVEST FINANCIAL Corp 0.44% Add +0.8% 98,042 $9.0M
First National Trust Co 0.31% Reduce -11.5% 97,349 $9.0M
GHP Investment Advisors, Inc. 0.33% Add +15.5% 97,007 $9.0M
Geneos Wealth Management Inc. 0.18% Add +0.3% 96,731 $8.9M
Caisse Des Depots Et Consignations 0.15% No change 96,292 $8.9M
Advocate Group LLC 1.33% Reduce -2.5% 95,814 $8.8M
Lafayette Investments, Inc. 1.62% Add +0.6% 95,470 $8.8M
CI Investments Inc. 0.03% Add +58.7% 95,338 $8.8M
Waverly Advisors, LLC 0.05% Reduce -26.6% 93,682 $8.6M
KCM Investment Advisors LLC 0.26% Reduce -0.1% 93,216 $8.6M
Aviance Capital Partners, LLC 0.89% Add +0.8% 92,462 $8.5M
Arax Advisory Partners 0.06% Add +274.2% 92,395 $8.5M
Colonial Trust Advisors 0.59% Add +2.3% 91,978 $8.5M
Allianz SE 0.09% Add +1.5% 91,848 $8.5M
Hartford Investment Management Co. 0.24% Reduce -5.2% 90,623 $8.4M
Southeast Asset Advisors, LLC 0.85% Add +16.7% 90,283 $8.3M
Commerce Bank 0.04% Add +1.6% 88,912 $8.2M
Pring Turner Capital Group Inc. 4.63% Add +0.3% 75,036 $8.1M
Maryland State Retirement & Pension System 0.14% Add +3.5% 87,258 $8.1M
Mark Asset Management LP 0.81% Add +25.4% 87,107 $8.0M
Meiji Yasuda Asset Management Co Ltd. 0.36% Add +4.9% 86,812 $8.0M
American Assets Investment Management, LLC 0.48% No change 86,674 $8.0M
Oak Harvest Investment Services 0.74% Reduce -33.9% 85,893 $7.9M
Balyasny Asset Management L.P. 0.01% Reduce -89.5% 85,847 $7.9M
Fagan Associates, Inc. 0.97% Add +2.1% 85,286 $7.9M
Sendero Wealth Management, LLC 0.78% Add +26.1% 84,898 $7.8M
Hamilton Capital Partners Inc. 0.23% Add +50.7% 84,573 $7.8M
Redmond Asset Management, LLC 1.93% Reduce -1.4% 83,966 $7.7M
Xcel Wealth Management, LLC 1.88% Add +213.5% 83,623 $7.7M
Krilogy Financial LLC 0.23% Add +21.5% 83,505 $7.7M
Louisiana State Employees Retirement System 0.11% Reduce -1.9% 83,500 $7.7M
University of Texas/Texas Am Investment Management Co. 0.89% Add +55.9% 83,125 $7.7M
New Mexico Educational Retirement Board 0.19% Add +5.6% 83,087 $7.7M
Oppenheimer & Co. Inc. 0.08% Reduce -1.4% 82,536 $7.6M
NewEdge Wealth, LLC 0.08% Add +0.6% 81,949 $7.6M
1832 Asset Management L.P. 0.01% Reduce -44.6% 81,760 $7.5M
Baldwin Wealth Partners LLC 0.49% Reduce -12.2% 81,615 $7.5M
Naples Global Advisors, LLC 0.46% Add +8.0% 81,562 $7.5M
Capital Investment Counsel, Inc 0.81% Reduce -2.0% 81,255 $7.5M
Wealthspire Advisors, LLC 0.04% Add +90.6% 80,222 $7.4M
Spectrum Financial Alliance Ltd LLC 1.08% Reduce -3.2% 79,758 $7.4M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Reduce -7.0% 76,969 $7.1M
Marco Investment Management LLC 0.47% Reduce -0.0% 76,668 $7.1M
Farther Finance Advisors, LLC 0.06% Add +4.8% 76,446 $7.1M
Gilman Hill Asset Management, LLC 0.97% Add +2.0% 75,825 $7.0M
ICICI Prudential Asset Management Co Ltd 0.77% Add +61.0% 75,780 $7.0M
Radnor Capital Management, LLC 0.98% Reduce -8.8% 75,710 $7.0M
Birch Capital Management, LLC 3.37% Add +5.8% 74,765 $6.9M
Wright Investors Service Inc. 1.88% Add +4.0% 74,625 $6.9M
Mgo One Seven LLC 0.11% Reduce -8.8% 74,619 $6.9M
Kavar Capital Partners Group, LLC 0.85% Add +2.8% 74,442 $6.9M
Advisory Resource Group 1.03% Add +6.0% 74,203 $6.8M
Caprock Group, LLC 0.13% Reduce -7.9% 73,931 $6.8M
Capricorn Fund Managers Ltd 0.54% New 73,700 $6.8M
Integrated Advisors Network LLC 0.31% Add +96.6% 73,637 $6.8M
Ravenswood Partners LP 2.16% Add +28.4% 73,282 $6.8M
AG2R La Mondiale Gestion D'actifs 0.25% Add +7.6% 73,190 $6.8M
Cloverfields Capital Group, LP 2.04% Add +2.6% 72,957 $6.7M
Kohmann Bosshard Financial Services, LLC 0.57% Add +0.0% 72,757 $6.7M
Landscape Capital Management, L.L.C. 0.43% Add +390.1% 72,127 $6.7M
Oliver Luxxe Assets LLC 0.98% Add +14.0% 71,774 $6.6M
Merit Financial Group, LLC 0.04% Reduce -4.1% 70,252 $6.5M
Daiichi Life Insurance Co., Ltd. 0.15% Reduce -5.9% 68,834 $6.4M
Salvus Wealth Management, LLC 3.49% Reduce -5.7% 67,597 $6.2M
Investment Research & Advisory Group, Inc. 1.92% Add +0.8% 67,427 $6.2M
Citizens Business Bank 0.93% Reduce -3.8% 67,276 $6.2M
Americana Partners, LLC 0.14% Reduce -3.4% 67,179 $6.2M
Pacific Capital Partners Ltd 5.35% No change 67,044 $6.2M
Central Pacific Bank - Trust Division 0.65% Reduce -4.8% 66,848 $6.2M
Condor Capital Management 0.46% Add +0.1% 66,818 $6.2M
Prentiss Smith & Co. Inc. 3.38% Reduce -1.4% 66,695 $6.2M
LaFleur & Godfrey LLC 0.72% Reduce -2.6% 66,139 $6.1M
Legal Advantage Investments, Inc. 2.13% Reduce -1.1% 65,960 $6.1M
Integrated Wealth Concepts LLC 0.04% Add +136.9% 65,440 $6.0M
Twin Lakes Capital Management, LLC 2.30% Reduce -0.6% 65,320 $6.0M
Plato Investment Management Ltd 0.34% Add +15.2% 65,701 $6.0M
American Trust Investment Advisors, LLC 2.95% Add +26.0% 64,855 $6.0M
Siemens Fonds Invest GmbH 0.29% Add +0.5% 64,494 $6.0M
MUFG Securities EMEA plc 0.06% Reduce -6.6% 63,986 $5.9M
AMG National Trust Bank 0.12% Reduce -36.2% 63,906 $5.9M
Scotia Capital Inc. 0.02% Reduce -1.1% 63,745 $5.9M
Metis Global Partners, LLC 0.13% Reduce -11.4% 63,624 $5.9M
Bokf, NA 0.08% Add +7.3% 63,347 $5.8M
National Philanthropic Trust 0.08% Reduce -0.7% 63,328 $5.8M
Conning Inc. 0.18% Add +11.8% 63,081 $5.8M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% Reduce -4.8% 62,936 $5.8M
Savant Capital, LLC 0.02% Add +109.4% 61,009 $5.8M
IFP Advisors, Inc 0.10% Reduce -1.9% 62,623 $5.8M
Private Advisor Group, LLC 0.03% Reduce -40.8% 62,141 $5.7M
Raiffeisen Bank International AG 0.07% Add +99.2% 63,127 $5.7M
Laird Norton Wetherby Trust Company, LLC 0.11% Reduce -2.0% 61,797 $5.7M
GAMCO Investors 0.05% Add +99.4% 61,247 $5.7M
Klein Pavlis & Peasley Financial, Inc. 2.92% Add +8.9% 60,771 $5.6M
Lincoln Capital Corp. 1.80% Reduce -0.2% 59,949 $5.5M
Graham Capital Management, L.P. 0.21% Add +2.1% 59,890 $5.5M
GAM Holding AG 0.42% Reduce -9.3% 59,343 $5.5M
Tokio Marine Asset Management Co. Ltd. 0.17% No change 59,309 $5.5M
BLI - Banque de Luxembourg Investments 0.19% New 60,000 $5.4M
Thompson Siegel & Walmsley LLC 0.10% Reduce -4.9% 58,932 $5.4M
PEAK6 LLC 0.13% New 58,780 $5.4M
Commerzbank Aktiengesellschaft 0.11% Reduce -4.0% 58,614 $5.4M
AlTi Global, Inc. 0.11% Add +0.4% 58,184 $5.4M
William Allan Corp 2.61% Reduce -0.8% 57,834 $5.3M
Kingsview Wealth Management, LLC 0.06% Add +768.0% 57,815 $5.3M
OneDigital Investment Advisors LLC 0.04% Add +20.1% 57,720 $5.3M
Hennion & Walsh Asset Management, Inc. 0.15% Add +2.6% 57,465 $5.3M
Lincoln Capital LLC 0.94% Reduce -1.8% 57,109 $5.3M
Osmosis Investment Management UK Ltd 0.24% Reduce -49.3% 57,016 $5.3M
Delaney Dennis R 1.67% Add +13.3% 56,825 $5.2M
First American Bank 0.29% Add +0.1% 56,704 $5.2M
Perkins Coie Trust Co 0.87% Reduce -1.8% 56,704 $5.2M
Pittenger & Anderson Inc. 0.19% Reduce -5.2% 56,604 $5.2M
Somerville Kurt F 1.25% Add +5.7% 56,560 $5.2M
Algert Global LLC 0.06% Reduce -0.5% 55,892 $5.2M
GAMMA Investing LLC 0.19% Add +20.5% 55,827 $5.2M
Provident Investment Management, Inc. 0.50% Reduce -89.1% 55,700 $5.1M
Puzo Michael J 1.32% Add +12.3% 55,627 $5.1M
Y-Intercept (Hong Kong) Ltd 0.10% Add +262.4% 55,437 $5.1M
Harrington Investments, INC 2.47% Reduce -2.4% 55,368 $5.1M
Red Spruce Capital, LLC 1.78% Add +29.2% 55,267 $5.1M
Badgley Phelps Wealth Managers, LLC 0.09% Reduce -21.5% 54,238 $5.0M
Equitable Holdings, Inc. 0.03% Reduce -24.6% 54,020 $5.0M
Lanark Financial, Inc. 0.34% Add +1.3% 54,015 $5.0M
Brookstone Capital Management 0.05% Add +4.3% 53,915 $5.0M
Orange Investment Advisors, Inc. 0.60% Add +6.5% 53,830 $5.0M
HB Wealth Management, LLC 0.03% Reduce -16.6% 53,661 $5.0M
Leelyn Smith, LLC 0.60% Add +4.1% 53,425 $4.9M
Stenger Family Office, LLC 0.77% Add +60.9% 52,772 $4.9M
Northwestern Mutual Investment Management Company, LLC 0.06% Reduce -1.9% 52,415 $4.8M
Daymark Wealth Partners, LLC 0.12% Add +3.6% 52,332 $4.8M
Intrinsic Value Partners, LLC 3.30% Reduce -0.2% 52,280 $4.8M
Dark Forest Capital Management LP 0.31% New 52,214 $4.8M
Independent Advisor Alliance 0.11% Add +3.8% 52,052 $4.8M
Allworth Financial LP 0.02% Add +1.4% 51,751 $4.8M
Bailard, Inc. 0.10% Reduce -3.0% 51,322 $4.7M
Prospera Financial Services Inc 0.07% Add +1.7% 51,294 $4.7M
Empirical Finance, LLC 0.20% Add +4.1% 51,146 $4.7M
Colonial Trust Co / SC 0.60% Reduce -0.4% 51,070 $4.7M
Stratos Wealth Partners, LTD. 0.05% Reduce -14.4% 50,809 $4.7M
RNC Capital Management LLC 0.19% Add +0.2% 50,724 $4.7M
Citizens Financial Group Inc. 0.06% Reduce -53.3% 50,667 $4.7M
Keybank National Association 0.02% Reduce -4.9% 50,459 $4.7M
Coppell Advisory Solutions LLC 0.39% New 82,321 $4.6M
Natixis 0.02% Reduce -86.8% 50,350 $4.6M
Arini Capital Management Ltd 0.47% New 50,000 $4.6M
Vise Technologies, Inc. 0.05% Add +60.1% 49,754 $4.6M
Greenleaf Trust 0.04% Reduce -1.3% 49,653 $4.6M
Clean Yield Group 1.13% Add +4.3% 49,314 $4.6M
Mufg Securities Americas Inc. 0.23% Add +6.5% 49,238 $4.5M
Voya Financial Advisors, Inc. 0.40% Reduce -6.3% 49,992 $4.5M
Patriot Financial Group Insurance Agency, LLC 0.46% Reduce -45.3% 48,934 $4.5M
Nicolet Bankshares Inc. 0.14% Reduce -4.4% 46,455 $4.5M
Arq Wealth Advisors, LLC 0.56% Reduce -8.4% 44,613 $4.5M
Hixon Zuercher, LLC 1.32% Reduce -0.6% 48,603 $4.5M
Capital Analysts, LLC 0.10% Reduce -4.5% 48,221 $4.4M
Strategic Global Advisors, LLC 0.63% Add +3.5% 48,208 $4.4M
North Dakota State Investment Board 0.18% Reduce -2.6% 48,181 $4.4M
Victrix Investment Advisors 1.86% Add +6.2% 48,070 $4.4M
Hunter Perkins Capital Management, LLC 0.99% No change 47,856 $4.4M
Securian Asset Management, Inc. 0.16% Reduce -4.1% 43,441 $4.4M
Florida Trust Wealth Management Co 0.11% Reduce -3.3% 47,751 $4.4M
Lombard Odier Asset Management (Switzerland) SA 0.14% Reduce -1.4% 47,634 $4.4M
Secure Asset Management, LLC 0.62% Add +10.6% 47,530 $4.4M
Malaga Cove Capital, LLC 1.39% Reduce -1.1% 47,451 $4.4M
SGL Investment Advisors, Inc. 1.51% Add +2.5% 40,332 $4.4M
Tandem Capital Management Corp. 1.81% Reduce -0.6% 46,778 $4.3M
Rossmore Private Capital 0.35% No change 46,454 $4.3M
Delta Capital Management LLC 2.00% Add +2.4% 46,425 $4.3M
SAM Advisors, LLC 1.16% Add +3.1% 46,059 $4.2M
Huntington National Bank 0.03% Add +2.5% 45,955 $4.2M
Main Street Research LLC 0.20% Reduce -1.0% 45,887 $4.2M
DLK Investment Management, LLC 1.80% Add +1.7% 57,186 $4.2M
Community Financial Services Group, LLC 0.61% Reduce -6.5% 43,565 $4.2M
First National Advisers, LLC 0.58% Reduce -4.6% 45,087 $4.2M
Chatham Capital Group, Inc. 0.53% Add +0.5% 44,927 $4.1M
180 Wealth Advisors, LLC 0.41% Add +1.9% 44,698 $4.1M
Park Avenue Securities LLC 0.03% Reduce -1.5% 44,419 $4.1M
Lee Danner & Bass Inc. 0.23% Add +197.4% 44,074 $4.1M
Composition Wealth, LLC 0.05% Reduce -0.6% 43,965 $4.1M
Kestra Private Wealth Services, LLC 0.04% Add +4.5% 43,812 $4.0M
Kentucky Retirement Systems Insurance Trust Fund 0.24% Reduce -2.6% 43,751 $4.0M
Brown Brothers Harriman & Co. 0.02% Add +22.5% 43,530 $4.0M
East Coast Asset Management, LLC. 1.19% Reduce -1.4% 43,501 $4.0M
Sciencast Management LP 0.83% New 43,468 $4.0M
Fideuram Asset Management (Ireland) dac 0.08% Add +4339.4% 45,149 $4.0M
TD Private Client Wealth LLC 0.07% Add +0.0% 43,007 $4.0M
Eagle Bluffs Wealth Management LLC 1.32% Add +1.0% 42,958 $4.0M
LS Investment Advisors, LLC 0.54% Reduce -3.5% 42,842 $4.0M
Sculati Wealth Management, LLC 1.32% Reduce -0.1% 38,918 $4.0M
Gotham Asset Management 0.01% Reduce -3.9% 42,753 $3.9M
AE Wealth Management LLC 0.02% Reduce -10.9% 42,736 $3.9M
Anchor Investment Management, LLC 0.30% Add +10.1% 42,549 $3.9M
Arkadios Wealth Advisors 0.06% Reduce -37.5% 42,544 $3.9M
First Long Island Investors, LLC 0.28% Add +612.7% 42,429 $3.9M
Elefante Mark B 1.68% Add +28.6% 42,214 $3.9M
Ashton Thomas Private Wealth, LLC 0.08% Reduce -16.8% 42,207 $3.9M
Buttonwood Financial Advisors Inc. 1.18% Reduce -0.1% 42,083 $3.9M
LGT Group Foundation 0.04% Add +7.2% 41,986 $3.9M
Quadrant Capital Group LLC 0.11% Add +0.1% 41,980 $3.9M
Destination Wealth Management 0.09% Reduce -6.3% 41,976 $3.9M
Diversify Advisory Services, LLC 0.06% New 37,110 $3.9M
Diversify Wealth Management, LLC 0.06% Add +10.6% 37,110 $3.9M
Goelzer Investment Management, Inc. 0.17% Reduce -1.4% 41,758 $3.9M
Brighton Jones LLC 0.07% Reduce -5.8% 41,755 $3.9M
E. Ohman J:or Asset Management AB 0.09% Add +5.0% 41,700 $3.8M
Courier Capital LLC 0.19% Add +1.6% 41,684 $3.8M
Apollon Wealth Management, LLC 0.05% Reduce -0.9% 41,677 $3.8M
Conscious Wealth Investments, LLC 1.96% Reduce -1.8% 38,151 $3.8M
HF Advisory Group, LLC 1.18% Add +7.5% 41,262 $3.8M
Wesbanco Bank Inc. 0.09% Add +575.4% 41,170 $3.8M
Chicago Partners Investment Group LLC 0.08% Add +9.1% 37,381 $3.8M
Mengis Capital Management, Inc. 0.58% Reduce -0.1% 41,058 $3.8M
Great Valley Advisor Group, Inc. 0.06% Add +3.7% 40,951 $3.8M
Lantern Wealth Advisors, LLC 1.73% Reduce -4.0% 40,907 $3.8M
Verition Fund Management LLC 0.03% Add +1743.8% 40,859 $3.8M
Asio Capital, LLC 0.48% Add +9.7% 40,827 $3.8M
Bleakley Financial Group, LLC 0.05% Add +13.0% 40,794 $3.8M
TCW Group Inc. 0.03% Reduce -11.1% 40,500 $3.7M
Pine Haven Investment Counsel, Inc 2.50% Reduce -1.0% 40,379 $3.7M
Spectrum Asset Management, Inc. (NB/CA) 1.03% Add +0.3% 40,174 $3.7M
Wilmington Savings Fund Society, FSB 0.08% Reduce -1.7% 39,757 $3.7M
Community Trust & Investment Co. 0.19% New 39,709 $3.7M
Dorsey & Whitney Trust CO LLC 0.18% Reduce -8.2% 39,508 $3.6M
Montag A & Associates Inc. 0.15% Reduce -10.2% 39,480 $3.6M
Marble Wealth, LLC 0.55% Add +0.2% 39,246 $3.6M
Fiduciary Group, LLC 0.28% Reduce -3.1% 38,870 $3.6M
Kidder Stephen W 0.91% Add +1.4% 38,865 $3.6M
Nelson Capital Management, LLC 0.39% Add +1.4% 38,450 $3.5M
Means Investment Co., Inc. 0.27% Reduce -3.8% 38,433 $3.5M
Barnes Dennig Private Wealth Management LLC 2.82% Reduce -5.1% 38,245 $3.5M
Stableford Capital II LLC 1.21% Reduce -1.2% 37,961 $3.5M
GeoWealth Management, LLC 0.11% Reduce -4.5% 37,919 $3.5M
Johnson Investment Counsel Inc. 0.03% Add +9.7% 37,835 $3.5M
Summit Financial, LLC 0.04% Reduce -0.2% 37,802 $3.5M
Rothschild Investment LLC 0.13% Add +148.2% 37,778 $3.5M
Twin Capital Management Inc. 0.38% Reduce -0.0% 37,773 $3.5M
Parallel Advisors, LLC 0.05% Reduce -12.2% 37,553 $3.5M
Rathbones Group PLC 0.01% Reduce -62.8% 37,504 $3.5M
Stonebridge Capital Advisors LLC 0.22% Reduce -1.5% 37,354 $3.4M
Vestcor Inc 0.08% Reduce -4.8% 37,205 $3.4M
Fiduciary Financial Group, LLC 0.39% Reduce -5.3% 37,152 $3.4M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -1.0% 36,912 $3.4M
Concurrent Investment Advisors, LLC 0.03% Reduce -13.5% 36,843 $3.4M
Fearless Solutions, LLC dba Best Invest 1.79% Reduce -2.0% 36,736 $3.4M
Inkwell Capital LLC 3.52% Reduce -0.1% 36,570 $3.4M
Linscomb Wealth, Inc. 0.15% Add +2.0% 36,567 $3.4M
Notis-McConarty Edward 1.45% Add +20.8% 36,470 $3.4M
Central Bank & Trust Co. 0.47% Add +0.6% 36,272 $3.3M
Sepio Capital, LP 0.17% Reduce -8.5% 36,204 $3.3M
FSB Premier Wealth Management, Inc. 0.93% Reduce -11.9% 35,941 $3.3M
Kestra Investment Management, LLC 0.06% Reduce -13.5% 35,882 $3.3M
Annandale Capital, LLC 0.49% No change 35,848 $3.3M
Praxis Investment Management Inc. 0.17% No change 35,800 $3.3M
Elevation Point Wealth Partners, LLC 0.06% Reduce -15.5% 35,009 $3.2M
Ally Financial Inc. 0.42% Add +118.8% 35,000 $3.2M
Resonant Capital Advisors, LLC 0.15% Reduce -2.9% 34,666 $3.2M
Signal Advisors Wealth, LLC 0.17% Add +27.9% 34,464 $3.2M
Twin City Private Wealth, LLC 2.23% Add +0.8% 34,446 $3.2M
Cascade Investment Advisors, Inc. 1.73% Add +1.6% 34,445 $3.2M
American Trust 0.24% Reduce -8.5% 34,292 $3.2M
Broderick Brian C 0.49% Add +9.2% 34,152 $3.2M
Financial Advisory Partners, LLC 0.82% Reduce -0.4% 33,906 $3.1M
LRT Capital Management, LLC 2.02% Add +69.8% 33,756 $3.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.18% No change 33,715 $3.1M
Webster Bank, N. A. 0.27% Reduce -4.1% 33,435 $3.1M
Meeder Advisory Services, Inc. 0.11% Reduce -1.8% 33,408 $3.1M
Agf Management Ltd. 0.01% New 33,386 $3.1M
Chemistry Wealth Management LLC 0.49% Reduce -0.6% 33,326 $3.1M
Partners Capital Investment Group, LLP 0.11% Reduce -14.6% 32,995 $3.0M
Crux Wealth Advisors 1.05% Reduce -3.3% 32,981 $3.0M
Choate Investment Advisors 0.05% Reduce -3.3% 32,941 $3.0M
Lakehouse Capital Pty Ltd 3.35% No change 32,894 $3.0M
MASTERINVEST Kapitalanlage GmbH 0.26% Add +22.1% 32,732 $3.0M
Harfst & Associates, Inc. 0.47% Add +2.4% 32,702 $3.0M
Finer Wealth Management, Inc. 1.35% Add +0.8% 32,665 $3.0M
Decatur Capital Management, Inc. 1.02% New 32,459 $3.0M
CWA Asset Management Group, LLC 0.09% Reduce -2.9% 32,141 $3.0M
Oakmont Investment Advisors, Inc. 2.06% New 32,113 $3.0M
Beacon Financial Group 0.27% Reduce -0.6% 32,102 $3.0M
Strata Wealth Advisors, LLC 0.72% Add +0.2% 31,904 $2.9M
Chaney Capital Management, Inc. 0.92% Add +0.4% 31,840 $2.9M
Tema ETFs LLC 0.09% Add +10.6% 31,695 $2.9M
Parsonex Advisory Services, Inc. 2.54% Add +6.3% 31,672 $2.9M
Smithbridge Asset Management Inc. 0.40% Reduce -1.3% 31,655 $2.9M
Cary Street Partners Financial LLC 0.06% Reduce -2.4% 31,648 $2.9M
Moneta Group Investment Advisors LLC 0.02% Reduce -11.1% 31,637 $2.9M
Gill Capital Partners, LLC 0.77% Reduce -0.1% 31,620 $2.9M
GPM Growth Investors, Inc. 1.21% Reduce -7.0% 31,304 $2.9M
Signaturefd, LLC 0.04% Reduce -4.0% 31,293 $2.9M
Alerus Financial NA 0.13% Reduce -30.5% 31,269 $2.9M
Royal Palms Capital LLC 2.54% Add +11.5% 31,257 $2.9M
Compass Wealth Management LLC 0.54% Reduce -3.2% 30,946 $2.9M
Mraz, Amerine & Associates, Inc. 0.41% No change 30,923 $2.9M
Carmel Capital Partners, LLC 0.94% Reduce -6.2% 30,862 $2.8M
Hager Investment Management Services, LLC 1.31% Add +3.9% 30,840 $2.8M
Harbor Capital Advisors, Inc. 0.19% Add +0.2% 30,794 $2.8M
Capital Advisors Inc. 0.04% Reduce -3.0% 30,710 $2.8M
John G Ullman & Associates Inc. 0.34% New 30,595 $2.8M
Scott & Selber, Inc. 0.60% Reduce -0.0% 30,562 $2.8M
Westview Management dba Westview Investment Advisors 1.37% Reduce -1.0% 30,304 $2.8M
Iowa State Bank 0.46% Reduce -0.5% 30,099 $2.8M
Resolute Capital Asset Partners LLC 1.18% Reduce -64.7% 30,000 $2.8M
Savvy Advisors, Inc. 0.06% Reduce -20.6% 29,938 $2.8M
Juno Financial Group LLC 0.98% Add +8.1% 29,809 $2.8M
IFG Advisory, LLC 0.10% New 29,741 $2.7M
V-Square Quantitative Management LLC 0.26% Reduce -13.0% 29,685 $2.7M
Capital Investment Advisory Services, LLC 0.17% Add +2.9% 29,597 $2.7M
Kintegral Advisory, LLC 0.22% No change 29,547 $2.7M
Capital International, Inc. 0.02% No change 29,528 $2.7M
FORA Capital, LLC 0.19% New 29,544 $2.7M
Canandaigua National Bank & Trust Co. 0.23% — 29,489 $2.7M
Texas Yale Capital Corp. 0.06% Add +18.7% 29,459 $2.7M
Dempze Nancy E 1.30% Add +14.8% 29,447 $2.7M
Sterling Investment Advisors, Ltd. 0.45% Reduce -6.8% 29,271 $2.7M
JT Stratford LLC 0.30% Add +13.9% 29,267 $2.7M
Ritholtz Wealth Management 0.04% Reduce -2.0% 29,058 $2.7M
Bridgeway Capital Management, LLC 0.05% No change 28,920 $2.7M
Pettyjohn, Wood & White, Inc. 0.39% Add +2.7% 28,863 $2.7M
Bridgewater Associates 0.01% Add +27.1% 28,728 $2.7M
HUB Investment Partners, LLC 0.05% Reduce -31.1% 28,612 $2.6M
Centaurus Financial, Inc. 0.10% Add +6.3% 28,472 $2.6M
Dakota Wealth Management 0.05% Reduce -0.3% 28,405 $2.6M
Meiji Yasuda Life Insurance Co 0.09% Add +0.7% 28,338 $2.6M
Wynn Capital, LLC 1.17% Add +0.7% 28,315 $2.6M
Focus Partners Advisor Solutions, LLC 0.02% Add +50.3% 28,312 $2.6M
Coldstream Capital Management Inc. 0.03% Add +4.6% 28,285 $2.6M
Norden Group LLC 0.21% Add +5.2% 28,238 $2.6M
Vontobel Holding Ltd. 0.01% Reduce -26.6% 28,129 $2.6M
Martin Capital Advisors, LLP 1.36% No change 28,119 $2.6M
Vaughan David Investments LLC 0.05% No change 28,087 $2.6M
Mount Vernon Associates Inc. 1.68% Reduce -6.0% 28,000 $2.6M
Cypress Capital, LLC 0.70% Reduce -2.7% 27,970 $2.6M
Valeo Financial Advisors, LLC 0.05% Reduce -1.4% 27,938 $2.6M
GS Investments, Inc. 1.85% Reduce -26.1% 27,706 $2.6M
Global Retirement Partners, LLC 0.04% — 27,556 $2.5M
Roundview Capital LLC 0.14% Reduce -31.3% 27,397 $2.5M
Garrison Bradford & Associates Inc. 2.74% No change 27,360 $2.5M
Fifth Third Wealth Advisors LLC 0.07% Reduce -5.3% 27,340 $2.5M
Cetera Trust Company, N.A 1.27% Reduce -0.1% 27,330 $2.5M
Hudson Canyon Capital Management 1.34% Reduce -3.3% 27,139 $2.5M
Greenup Street Wealth Management LLC 0.30% Reduce -31.8% 27,091 $2.5M
Roberts Wealth Advisors, LLC 0.57% Add +2.7% 27,086 $2.5M
HBK Sorce Advisory LLC 0.05% Reduce -0.5% 23,120 $2.5M
Kozak & Associates, Inc. 0.43% Reduce -6.4% 25,933 $2.5M
Correct Capital Wealth Management 0.43% Reduce -5.0% 26,854 $2.5M
L2 Asset Management, LLC 0.26% Reduce -5.1% 26,792 $2.5M
Ascent Wealth Partners, LLC 0.25% Add +3.7% 26,572 $2.5M
Ballentine Partners, LLC 0.03% Reduce -0.3% 26,461 $2.4M
Coastline Trust Co 0.22% Reduce -0.3% 26,421 $2.4M
iA Global Asset Management Inc. 0.03% Reduce -75.9% 26,386 $2.4M
Banque Cantonale Vaudoise 0.10% Add +8.6% 26,197 $2.4M
Advisory Services Network, LLC 0.03% Reduce -5.6% 26,157 $2.4M
Insigneo Advisory Services, LLC 0.09% Add +38.9% 26,043 $2.4M
LGT Fund Management Co Ltd. 0.10% Reduce -10.5% 25,906 $2.4M
Cannon Capital Management, Inc. 2.03% Add +4.9% 25,895 $2.4M
WealthPlan Investment Management, LLC 0.12% Reduce -10.3% 25,881 $2.4M
Aspen Investment Management Inc 0.64% Add +2.1% 25,797 $2.4M
Pinnacle Associates Ltd. 0.03% Add +6.8% 25,749 $2.4M
Trust Co. of Vermont 0.09% — 25,718 $2.4M
Simmons Bank 0.14% Reduce -7.8% 25,706 $2.4M
Annis Gardner Whiting Capital Advisors, LLC 0.35% Add +0.5% 25,565 $2.4M
Westover Capital Advisors, LLC 0.39% Reduce -1.1% 25,540 $2.4M
VCI Wealth Management LLC 0.59% New 25,509 $2.4M
Ancora Advisors LLC 0.05% Reduce -1.4% 25,476 $2.4M
Dynamic Advisor Solutions LLC 0.07% Add +13.3% 25,348 $2.3M
Pine Valley Investments Ltd Liability Co 0.10% Add +14.7% 25,306 $2.3M
TritonPoint Partners, LLC 0.19% Add +11.1% 25,260 $2.3M
LOM Asset Management Ltd 0.60% Add +6.4% 25,121 $2.3M
AustralianSuper Pty Ltd 0.01% Reduce -97.5% 25,052 $2.3M
Anchor Bay Capital, Inc. 1.25% — 21,366 $2.3M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.07% No change 25,000 $2.3M
3Chopt Investment Partners, LLC 0.43% Reduce -1.2% 24,941 $2.3M
Salem Investment Counselors Inc. 0.06% Reduce -2.0% 24,931 $2.3M
Whitener Capital Management, Inc. 0.49% Add +17.0% 24,877 $2.3M
Diversified Trust Co. 0.04% Add +3.3% 24,714 $2.3M
Columbia Asset Management 0.39% Reduce -4.3% 24,616 $2.3M
Argus Investors' Counsel, Inc. 1.75% Reduce -11.9% 24,598 $2.3M
Citizens & Northern Corp. 0.52% Add +15.0% 24,570 $2.3M
UMB Bank, n.a. 0.03% Reduce -2.4% 24,434 $2.3M
Greenline Partners, LLC 0.23% No change 24,336 $2.2M
Cape Investment Advisory, Inc. 0.59% Reduce -5.2% 23,929 $2.2M
Valley National Advisers Inc. 0.25% Reduce -1.4% 23,901 $2.2M
Aspiriant, LLC 0.05% Add +0.6% 23,847 $2.2M
Quantbot Technologies LP 0.09% Reduce -29.1% 23,802 $2.2M
Edgestream Partners, L.P. 0.07% New 23,747 $2.2M
Riverwater Partners LLC 0.64% Add +7.9% 23,399 $2.2M
JFS Wealth Advisors, LLC 0.11% Reduce -2.6% 23,357 $2.2M
Jefferies Financial Group Inc. 0.02% Add +10.6% 23,288 $2.1M
Aviso Wealth Management 0.73% Reduce -2.3% 23,252 $2.1M
Systematic Alpha Investments, LLC 0.06% New 23,141 $2.1M
Investment Advisory Services Inc. /TX 0.61% Reduce -0.2% 22,960 $2.1M
Tealwood Asset Management Inc. 0.81% Reduce -0.4% 22,875 $2.1M
City Holding Co. 0.24% Reduce -0.4% 22,846 $2.1M
Smartleaf Asset Management LLC 0.07% No change 23,257 $2.1M
K.J. Harrison & Partners Inc 0.30% No change 22,743 $2.1M
Constant Guidance Financial LLC 1.31% New 22,663 $2.1M
Chesley Taft & Associates LLC 0.08% Reduce -2.6% 22,641 $2.1M
Diversified Investment Strategies, LLC 1.35% No change 22,635 $2.1M
Old National Bancorp 0.04% Add +8.8% 22,595 $2.1M
Wolff Wiese Magana LLC 0.95% Reduce -0.3% 22,487 $2.1M
Uhlmann Price Securities, LLC 0.08% Add +0.2% 22,467 $2.1M
Dynamic Technology Lab Private Ltd 0.46% Add +58.3% 22,443 $2.1M
Maia Wealth LLC 0.30% Reduce -17.0% 22,367 $2.1M
WT Wealth Management 0.57% Add +22.6% 22,341 $2.1M
Marshall Wace, LLP 0.00% New 22,317 $2.1M
Howard Financial Services, LTD. 0.21% Add +27.6% 22,309 $2.1M
Keystone Financial Services 0.52% Add +1.8% 22,065 $2.0M
Csenge Advisory Group 0.08% Add +12.7% 21,946 $2.0M
Sarasin & Partners LLP 0.02% Add +21.7% 21,900 $2.0M
1ST Source Bank 0.09% Reduce -0.5% 21,893 $2.0M
Parallax Volatility Advisers, L.P. 0.09% Add +1093450.0% 21,871 $2.0M
Essex Bank 0.43% Reduce -0.2% 21,788 $2.0M
Tower Research Capital LLC (TRC) 0.05% Reduce -37.5% 21,742 $2.0M
MBM Wealth Consultants, LLC 0.39% Add +15.8% 21,681 $2.0M
Daytona Street Capital LLC 1.46% Add +13.2% 19,450 $2.0M
Qtron Investments LLC 0.27% Reduce -12.7% 21,579 $2.0M
Ategra Capital Management, LLC 1.06% Add +32.9% 21,574 $2.0M
Pettee Investors, Inc. 0.98% Reduce -1.3% 21,532 $2.0M
Westerkirk Capital Inc. 0.19% New 21,500 $2.0M
Weaver C. Barksdale & Associates, Inc. 1.77% Reduce -0.1% 21,435 $2.0M
Aaron Wealth Advisors LLC 0.10% Reduce -34.5% 21,400 $2.0M
Frank, Rimerman Advisors LLC 0.11% Add +8.0% 21,369 $2.0M
Elevated Private Wealth, LLC 1.87% — 21,274 $2.0M
SageView Advisory Group, LLC 0.06% Reduce -12.6% 21,263 $2.0M
Guggenheim Capital LLC 0.01% Add +16.5% 21,213 $2.0M
RiverPark Advisors, LLC 0.96% Add +1.3% 21,049 $1.9M
Wedmont Private Capital 0.05% Reduce -0.8% 18,745 $1.9M
Bank Pictet & Cie (Europe) AG 0.04% Add +2.5% 20,860 $1.9M
Cookson Peirce & Co. Inc. 0.06% Add +5.5% 20,859 $1.9M
J.W. Cole Advisors, Inc. 0.03% New 20,808 $1.9M
Modus Advisors, LLC 0.47% Reduce -3.9% 20,588 $1.9M
Regions Financial Corp. 0.01% Reduce -1.3% 20,537 $1.9M
Catalyst Funds Management Pty Ltd 0.11% New 20,450 $1.9M
Stephens Inc. 0.02% Reduce -61.1% 20,448 $1.9M
Tritonpoint Wealth, LLC 0.18% Add +684.7% 20,316 $1.9M
Coastal Bridge Advisors, LLC 0.12% New 20,281 $1.9M
Cramer Rosenthal McGlynn LLC 0.10% Reduce -1.5% 20,277 $1.9M
RFG - Bristol Wealth Advisors, LLC 0.45% Reduce -0.4% 20,242 $1.9M
Strategic Wealth Partners, Ltd. 0.12% Reduce -42.3% 20,229 $1.9M
Intrepid Family Office LLC 1.70% Add +100.0% 20,000 $1.8M
Paradigm Asset Management Co. LLC 0.39% Add +46.9% 19,900 $1.8M
Virtus Investment Advisers, LLC 0.43% Add +8.5% 19,859 $1.8M
Moors & Cabot, Inc. 0.07% Reduce -2.5% 19,833 $1.8M
Bridges Investment Management Inc. 0.02% Add +22.9% 19,742 $1.8M
Figure 8 Investment Strategies LLC 1.54% Add +13.6% 19,693 $1.8M
Stance Capital LLC 0.55% Add +4814.0% 19,656 $1.8M
Brown, Lisle/Cummings, Inc. 0.41% Add +0.1% 19,642 $1.8M
NBT Bank, N.A. 0.12% Reduce -1.3% 19,627 $1.8M
Cidel Asset Management Inc. 0.09% Add +3.0% 19,542 $1.8M
Blalock Williams, LLC 1.17% Add +22.2% 19,526 $1.8M
Power Wealth Management LLC 0.62% Reduce -19.2% 19,430 $1.8M
Bayview Asset Management, LLC 1.34% Reduce -33.0% 19,407 $1.8M
Shepherd Street Advisors LLC 1.56% Reduce -3.0% 17,313 $1.8M
Moody National Bank Trust Division 0.15% Reduce -4.9% 19,220 $1.8M
Whelan Financial 0.48% Add +7.4% 19,156 $1.8M
Harmony Asset Management LLC 0.47% New 19,156 $1.8M
Jeppson Wealth Management, LLC 0.52% Add +0.2% 19,132 $1.8M
Garde Capital, Inc. 0.08% Reduce -4.1% 19,108 $1.8M
Clifford Swan Investment Counsel LLC 0.06% Reduce -0.8% 19,024 $1.8M
Prime Capital Investment Advisors, LLC 0.02% Add +1.0% 19,009 $1.8M
Lummis Asset Management, LP 1.05% Reduce -1.6% 17,932 $1.8M
Arjuna Capital 0.39% Reduce -2.2% 18,922 $1.7M
Ducere Wealth Management LLC 0.52% Add +28.8% 18,813 $1.7M
Westpac Banking Corp. 0.11% Add +0.2% 18,811 $1.7M
SPWM Advisors LLC 1.60% Reduce -20.2% 17,069 $1.7M
TLWM 0.28% Reduce -1.5% 18,642 $1.7M
Sovran Advisors, LLC 0.13% Add +4.2% 16,193 $1.7M
Guardian Asset Advisors, LLC 0.79% Add +12.8% 18,519 $1.7M
RBF Capital, LLC 0.07% No change 18,500 $1.7M
Providence Wealth Advisors, LLC 1.00% Reduce -0.4% 17,636 $1.7M
Advyzon Investment Management, LLC 0.12% Add +10.6% 18,436 $1.7M
HM Payson & Co. 0.02% Add +6.7% 18,394 $1.7M
Trust Asset Management LLC 0.11% Add +9.5% 18,377 $1.7M
HBW Advisory Services LLC 0.15% Add +8.0% 18,310 $1.7M
Focus Financial Network, Inc. 0.05% Add +16.0% 18,180 $1.7M
Safe Harbor Fiduciary, LLC 1.31% Add +15.4% 18,169 $1.7M
Avidian Wealth Enterprises, LLC 0.05% Add +6.8% 17,958 $1.7M
Caldwell Trust Co 0.13% Reduce -11.8% 17,940 $1.7M
Hills Bank & Trust Co 0.07% Reduce -3.5% 17,908 $1.7M
Clear Harbor Asset Management, LLC 0.10% Add +12.6% 17,875 $1.6M
Zullo Investment Group, Inc. 0.56% Reduce -5.3% 17,802 $1.6M
Letko, Brosseau & Associates Inc. 0.02% No change 17,771 $1.6M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -1.9% 17,712 $1.6M
Lederer & Associates Investment Counsel 1.07% New 17,601 $1.6M
Schonfeld Strategic Advisors LLC 0.01% Add +11.0% 17,523 $1.6M
Groupama Asset Managment 0.02% Add +0.1% 17,689 $1.6M
FWL Investment Management, LLC 0.30% Reduce -14.4% 17,504 $1.6M
Larson Financial Group LLC 0.04% Add +1.2% 17,473 $1.6M
Advisors Asset Management, Inc. 0.02% Add +15.5% 17,467 $1.6M
Simplex Trading, LLC 0.04% New 17,455 $1.6M
Fairtree Asset Management (Pty) Ltd 0.62% New 17,454 $1.6M
Bank of Hawaii 0.08% Reduce -3.1% 17,401 $1.6M
Menard Financial Group LLC 0.87% New 17,401 $1.6M
Insight 2811, Inc. 0.65% Add +21.8% 17,370 $1.6M
Astoria Portfolio Advisors LLC. 0.27% Add +41.1% 17,332 $1.6M
IKE Capital, LLC 0.83% Reduce -17.9% 17,192 $1.6M
Embree Financial Group 0.16% Reduce -0.4% 17,124 $1.6M
Frec Markets, Inc. 0.14% Add +61.2% 16,999 $1.6M
Wedbush Securities Inc. 0.04% Reduce -0.2% 16,966 $1.6M
Portside Wealth Group, LLC 0.18% Add +14.4% 16,869 $1.6M
RMR Capital Management, LLC 1.07% No change 16,845 $1.6M
J. Safra Sarasin Holding AG 0.02% Reduce -47.3% 16,522 $1.6M
SVB Wealth LLC 0.10% Reduce -6.5% 16,797 $1.5M
Elyxium Wealth, LLC 0.16% Add +631.4% 16,772 $1.5M
First Citizens Bank & Trust Co. 0.02% Reduce -3.6% 16,682 $1.5M
Elmwood Wealth Management, Inc. 0.38% No change 16,663 $1.5M
BayBridge Capital Group, LLC 0.80% Add +212.0% 16,657 $1.5M
United Bank 0.47% Add +0.6% 16,655 $1.5M
Ballast Rock Private Wealth LLC 0.71% Add +0.1% 16,612 $1.5M
First Commonwealth Financial Corp 0.21% Add +9.1% 16,559 $1.5M
Athena Wealth Management, LLC 1.14% Add +49.5% 16,551 $1.5M
FLC Capital Advisors 0.25% Add +4.5% 16,528 $1.5M
NorthCrest Asset Manangement, LLC 0.04% Reduce -5.5% 14,950 $1.5M
Venture Visionary Partners LLC 0.04% Reduce -21.7% 16,443 $1.5M
Axq Capital, LP 0.16% New 16,411 $1.5M
44 Wealth Management LLC 0.50% Reduce -1.0% 16,377 $1.5M
Keating Financial Advisory Services, Inc. 0.20% Reduce -5.2% 16,371 $1.5M
Trust Co. of Toledo NA 0.13% Add +12.6% 16,358 $1.5M
New England Research & Management, Inc. 0.59% New 16,325 $1.5M
Next Capital Management LLC 0.41% Reduce -3.5% 16,323 $1.5M
Compound Planning, Inc. 0.04% Reduce -20.4% 16,315 $1.5M
Evercore Wealth Management, LLC 0.02% Reduce -1.3% 16,285 $1.5M
Perryman Financial Advisory Inc. 0.20% Reduce -1.8% 16,264 $1.5M
TD Waterhouse Canada Inc. 0.00% Reduce -32.1% 15,634 $1.5M
Dynasty Wealth Management, LLC 0.01% Reduce -17.9% 16,225 $1.5M
Portfolio Design Labs, LLC 0.24% Add +9.7% 16,072 $1.5M
Integrated Investment Consultants, LLC 0.29% Reduce -3.7% 16,065 $1.5M
Inceptionr LLC 0.36% Add +92.0% 16,051 $1.5M
Mainstream Capital Management LLC 0.89% Reduce -4.0% 16,030 $1.5M
Ninety One SA (Pty) Ltd 0.08% Reduce -54.8% 15,999 $1.5M
LBP Am SA 0.02% Add +8.3% 15,992 $1.5M
Fusion Capital, LLC 0.34% Add +4.3% 15,934 $1.5M
Meriwether Wealth & Planning, LLC 0.72% Add +1.2% 15,830 $1.5M
Avior Wealth Management, LLC 0.04% Reduce -4.8% 15,829 $1.5M
Retirement Planning Group, LLC 0.04% Reduce -6.7% 15,778 $1.5M
Garner Asset Management Corp 0.47% Add +11.2% 15,707 $1.4M
Atlanta Consulting Group Advisors, LLC 0.23% New 15,629 $1.4M
J. L. Bainbridge & Co., Inc. 0.11% Add +0.1% 15,611 $1.4M
Capstone Investment Advisors, LLC 0.01% Reduce -47.6% 15,608 $1.4M
Cigna Investments Inc. 0.19% Reduce -2.4% 15,538 $1.4M
Chicago Capital, LLC 0.03% Reduce -0.0% 15,527 $1.4M
Blue Trust, Inc. 0.01% Add +10.5% 15,516 $1.4M
MCF Advisors LLC 0.05% Reduce -1.0% 15,450 $1.4M
Postrock Partners LLC 0.58% Add +2.4% 15,444 $1.4M
Everest Financial Group LLC 0.19% Reduce -0.3% 15,442 $1.4M
Tranquilli Financial Advisor LLC 0.76% Reduce -0.1% 15,329 $1.4M
Pure Financial Advisors, LLC 0.02% Reduce -1.6% 15,319 $1.4M
Wealth Alliance, LLC 0.12% Reduce -11.6% 15,285 $1.4M
ArrowMark Colorado Holdings LLC 0.06% No change 15,250 $1.4M
Wilson & Boucher Capital Management, LLC 0.82% No change 15,235 $1.4M
Neumann Capital Management, LLC 0.93% Reduce -0.7% 15,232 $1.4M
Sienna Gestion 0.08% Reduce -10.0% 15,330 $1.4M
Benjamin Edwards Inc. 0.01% Reduce -9.7% 15,162 $1.4M
EverSource Wealth Advisors, LLC 0.05% Reduce -15.2% 15,136 $1.4M
Indivisible Partners 0.08% Add +11.0% 15,040 $1.4M
Boyd Watterson Asset Management LLC 0.37% No change 15,028 $1.4M
Cullen/Frost Bankers, Inc. 0.01% Add +11.5% 14,818 $1.4M
Montecito Bank & Trust 0.20% No change 14,777 $1.4M
Kelly Lawrence W & Associates Inc. 0.30% No change 14,767 $1.4M
Belpointe Asset Management LLC 0.04% Add +13.7% 14,749 $1.4M
Sagespring Wealth Partners, LLC 0.02% Reduce -20.3% 14,731 $1.4M
Canopy Partners, LLC 0.41% Reduce -5.2% 14,651 $1.4M
JNBA Financial Advisors 0.10% Add +0.4% 14,643 $1.4M
Checchi Capital Advisers, LLC 0.09% Add +2.7% 14,640 $1.4M
Peak Asset Management, LLC 0.20% New 14,563 $1.3M
Sheets Smith Wealth Management 0.13% No change 14,521 $1.3M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -7.0% 14,792 $1.3M
Walter & Keenan Wealth Management LLC /in/ 0.33% Reduce -0.1% 14,476 $1.3M
Frisch Financial Group, Inc. 0.23% Reduce -0.4% 14,403 $1.3M
Uncommon Cents Investing LLC 0.29% No change 14,400 $1.3M
Stratos Wealth Advisors, LLC 0.07% Reduce -16.9% 14,367 $1.3M
Paragon Private Wealth Management, LLC 0.35% Add +11.0% 14,356 $1.3M
Gladstone Institutional Advisory LLC 0.04% Add +3.0% 14,316 $1.3M
Quantitative Investment Management, LLC 0.14% New 14,257 $1.3M
South Dakota Investment Council 0.02% Add +2.9% 14,256 $1.3M
Fruth Investment Management 0.31% No change 14,245 $1.3M
Mutual Advisors, LLC 0.02% Add +12.6% 14,124 $1.3M
Patrick M Sweeney & Associates, Inc. 0.75% Add +4.2% 14,088 $1.3M
CENTRAL TRUST Co 0.02% Reduce -13.4% 14,059 $1.3M
Ausdal Financial Partners, Inc. 0.05% Add +1.5% 14,058 $1.3M
Alps Advisors Inc. 0.01% New 14,049 $1.3M
Cassaday & Co Wealth Management LLC 0.02% Add +72.1% 14,046 $1.3M
HCR Wealth Advisors 0.12% Add +2.6% 14,040 $1.3M
Ameritas Investment Partners, Inc. 0.03% Reduce -6.2% 14,022 $1.3M
Everhart Financial Group, Inc. 0.08% Reduce -1.4% 13,894 $1.3M
Ramsay, Stattman, Vela & Price, Inc. 0.23% Add +11.9% 13,855 $1.3M
Mission Wealth Management, LP 0.02% Add +128.7% 13,820 $1.3M
Nautilus Advisors LLC 0.75% No change 12,338 $1.3M
Legacy Financial Advisors, Inc. 0.15% Reduce -0.7% 13,756 $1.3M
Wbi Investments, LLC 0.31% Add +346.4% 13,743 $1.3M
Profund Advisors LLC 0.03% Reduce -4.8% 13,700 $1.3M
Ritter Daniher Financial Advisory LLC / DE 0.19% Reduce -10.5% 13,685 $1.3M
Stonehage Fleming Financial Services Holdings Ltd 0.04% Reduce -1.1% 13,670 $1.3M
Sowell Financial Services LLC 0.04% Add +3.4% 13,600 $1.3M
Headlands Technologies LLC 0.13% Add +380.6% 13,591 $1.3M
Nicholas Hoffman & Company, LLC. 0.03% Add +0.4% 13,578 $1.3M
Vertrix Wealth Management, LLC 0.42% Add +12.8% 13,469 $1.2M
Stratos Investment Management, LLC 0.04% Reduce -4.4% 13,451 $1.2M
PVG Asset Management Corp. 0.72% No change 13,439 $1.2M
Catalyst Financial Partners LLC 0.12% Reduce -0.6% 13,433 $1.2M
BIP Wealth, LLC 0.04% Add +0.6% 13,383 $1.2M
Leisure Capital Management 0.39% Reduce -0.2% 13,373 $1.2M
Strong Retirement Solutions LLC 0.74% Add +12.3% 13,364 $1.2M
Hardy Reed LLC 0.08% Reduce -0.7% 13,305 $1.2M
Highland Capital Management, LLC 0.06% Reduce -7.9% 13,258 $1.2M
Angeles Wealth Management, LLC 0.06% Add +13.6% 13,252 $1.2M
Directional Asset Management 1.16% Reduce -2.4% 13,231 $1.2M
New Age Alpha Advisors, LLC 0.05% New 13,200 $1.2M
Foundations Investment Advisors, LLC 0.01% Reduce -10.5% 13,151 $1.2M
Panoramic Investment Advisors, LLC 0.58% Reduce -1.1% 13,083 $1.2M
T. Rowe Price Investment Management, Inc. 0.00% No change 13,078 $1.2M
Clearstead Trust, LLC 0.16% Reduce -6.2% 13,064 $1.2M
Hillsdale Investment Management Inc. 0.03% Add +13.7% 13,050 $1.2M
CreativeOne Wealth, LLC 0.03% Reduce -30.4% 13,046 $1.2M
Koshinski Asset Management, Inc. 0.06% Reduce -19.8% 13,040 $1.2M
Franklin Street Advisors Inc. 0.07% No change 13,010 $1.2M
Davis R M Inc. 0.02% Add +0.8% 12,947 $1.2M
American Money Management, LLC 0.17% Reduce -0.0% 12,893 $1.2M
Colton Groome Financial Advisors, LLC 0.29% Add +13.5% 12,886 $1.2M
Bank of Stockton 0.33% Add +0.7% 12,810 $1.2M
Granite Investment Partners, LLC 0.06% No change 12,810 $1.2M
Costello Asset Management, INC 0.35% Add +0.0% 12,784 $1.2M
Avestar Capital, LLC 0.07% Reduce -6.6% 12,744 $1.2M
Parrish Capital LLC 1.13% Reduce -13.1% 12,722 $1.2M
Knollwood Investment Advisory, LLC 0.10% No change 12,698 $1.2M
Gsa Capital Partners LLP 0.07% Add +392.8% 12,671 $1.2M
Proffitt & Goodson Inc. 0.16% Add +1.0% 12,655 $1.2M
Essex Financial Services, Inc. 0.06% Reduce -8.6% 12,651 $1.2M
Redwood Investment Management, LLC 0.12% Add +12.9% 12,630 $1.2M
Personal Cfo Solutions, LLC 0.17% Add +5.2% 12,622 $1.2M
Kelleher Financial Advisors 0.17% Add +99.9% 12,620 $1.2M
Sumitomo Life Insurance Co. 0.02% Reduce -5.1% 12,619 $1.2M
Stablepoint Partners, LLC 0.16% Add +1.3% 12,611 $1.2M
Birinyi Associates Inc. 0.28% Add +11.8% 12,607 $1.2M
Fiduciary Alliance LLC 0.08% Add +5.1% 12,602 $1.2M
Gateway Investment Advisers LLC 0.01% Reduce -96.0% 12,543 $1.2M
Spire Wealth Management 0.03% Reduce -80.0% 12,539 $1.2M
Islay Capital Management, LLC 0.55% Add +9.5% 12,536 $1.2M
Greenhaven Associates Inc. 0.01% No change 12,500 $1.2M
Hamel Associates, Inc. 0.32% Reduce -3.5% 12,494 $1.2M
One Wealth Map LLC 0.54% Reduce -0.6% 10,991 $1.1M
Paragon Capital Management Inc. 0.86% New 12,416 $1.1M
VELA Investment Management, LLC 0.28% Reduce -0.1% 12,410 $1.1M
Opal Capital LLC 0.20% Add +21.4% 12,395 $1.1M
Cumberland Partners Ltd 0.07% No change 12,332 $1.1M
Ameritas Advisory Services, LLC 0.02% Add +28.2% 12,319 $1.1M
Legacy Wealth Asset Management, LLC 0.25% Add +0.7% 12,265 $1.1M
Hohimer Wealth Management, LLC 0.12% Add +3.9% 12,153 $1.1M
Diametric Capital, LP 0.12% New 12,134 $1.1M
Longfellow Investment Management Co. LLC 0.23% Add +0.5% 12,098 $1.1M
Keebeck Wealth Management 0.11% Add +14.6% 12,015 $1.1M
Xxi Wealth, LLC 0.51% Add +0.1% 12,000 $1.1M
Total Wealth Planning & Management, Inc. 0.80% Add +9.1% 11,974 $1.1M
71 West Capital Partners 0.04% Add +29.9% 11,902 $1.1M
Cullinan Associates Inc. 0.08% No change 11,900 $1.1M
Mystic Asset Management, Inc. 0.23% Reduce -1.4% 11,898 $1.1M
Summit Asset Management, LLC 0.14% No change 11,895 $1.1M
Lodestone Wealth Management LLC 0.39% Add +0.3% 11,871 $1.1M
Howard Capital Management, LLC 0.01% Add +110.4% 11,801 $1.1M
Arbor Trust Wealth Advisors, LLC 0.44% Reduce -3.7% 11,775 $1.1M
D L Carlson Investment Group Inc. 0.17% Reduce -64.0% 11,697 $1.1M
Polymer Capital Management (US) LLC 0.16% Add +40.7% 11,623 $1.1M
Zions Bancorporation, National Association 0.06% Add +38.5% 11,547 $1.1M
Portland Global Advisors LLC 0.10% New 11,534 $1.1M
Axxcess Wealth Management, LLC 0.02% New 11,497 $1.1M
Vicus Capital 0.07% Reduce -0.4% 11,487 $1.1M
HBK Investments L P 0.01% Add +16.5% 11,483 $1.1M
Capital Advantage, Inc. 0.13% Reduce -1.8% 11,472 $1.1M
Hodges Capital Management Inc. 0.07% Reduce -0.2% 11,446 $1.1M
Shelton Capital Management 0.02% Reduce -89.2% 11,375 $1.0M
Aprio Wealth Management, LLC 0.05% Add +2.1% 11,325 $1.0M
Icon Wealth Advisors, LLC 0.06% Reduce -27.8% 11,325 $1.0M
Palisade Asset Management, LLC 0.10% No change 11,277 $1.0M
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +9.0% 11,212 $1.0M
TOWER TRUST & INVESTMENT Co 0.63% Add +1.9% 11,205 $1.0M
Thomasville National Bank 0.06% — 11,203 $1.0M
Machina Capital S.A.S. 0.16% Reduce -56.6% 11,190 $1.0M
Sage Rhino Capital LLC 0.17% Add +3.8% 11,164 $1.0M
United Community Bank 0.32% Add +0.1% 11,155 $1.0M
Birmingham Capital Management Co. Inc. 0.39% No change 11,150 $1.0M
Pallas Capital Advisors LLC 0.03% Reduce -7.9% 11,125 $1.0M
Nabity-Jensen Investment Management Inc 0.63% No change 11,100 $1.0M
Private Trust Co. NA 0.08% Reduce -6.0% 11,029 $1.0M
Integrity Alliance, Llc. 0.03% Reduce -0.6% 11,004 $1.0M
First American Trust, FSB 0.06% Reduce -0.0% 11,004 $1.0M
Financial Consulate, Inc. 0.11% Reduce -2.0% 10,994 $1.0M
Dumont & Blake Investment Advisors LLC 0.23% Reduce -4.0% 10,987 $1.0M
Avise Financial Cooperative, Inc. 0.72% Add +11.8% 10,985 $1.0M
Oder Investment Management, LLC 0.68% Reduce -0.3% 10,951 $1.0M
Stone Summit Wealth LLC 0.26% No change 10,900 $1.0M
Institute for Wealth Management, LLC. 0.09% Reduce -1.4% 10,886 $1.0M
Ironwood Financial, llc 0.16% No change 9,803 $1.0M
Shira Ridge Wealth Management 0.35% Reduce -1.1% 10,876 $1.0M
Thor Investment Management Inc. /Oh/ 0.57% Add +0.3% 10,875 $1.0M
RiverFront Investment Group, LLC 0.01% Add +6.6% 10,864 $1.0M
Ethos Financial Group, LLC 0.07% Reduce -0.2% 9,593 $1.0M
NorthRock Partners, LLC 0.01% Add +5.1% 10,851 $1.0M
S&G Foundation 0.05% No change 10,837 $1000K
Future Fund LLC 0.29% Add +1.3% 10,834 $1000K
Rothschild Wealth LLC 0.08% Add +108.5% 10,779 $995K
Advisor Resource Council 0.33% Add +3.4% 9,857 $992K
Cooper Financial Group 0.08% Reduce -41.0% 10,739 $991K
Revisor Wealth Management LLC 0.24% Reduce -2.8% 10,720 $989K
Van Diest Capital, LLC 0.88% Reduce -60.9% 10,687 $986K
Kingswood Wealth Advisors, LLC 0.04% Add +9.6% 10,685 $986K
O'ROURKE & COMPANY, Inc 0.34% Reduce -3.0% 10,676 $985K
Novare Capital Management LLC 0.07% Reduce -1.2% 10,662 $984K
Equitable Trust Co. 0.04% Reduce -9.4% 10,632 $981K
Wealth Enhancement Trust Services, Inc. 0.11% Reduce -19.3% 10,599 $978K
Navalign, LLC 0.23% Add +0.7% 10,587 $977K
International Assets Investment Management, LLC 0.06% Add +13.3% 10,199 $977K
Invictus Private Wealth, LLC 0.05% No change 10,536 $972K
SJS Investment Consulting Inc. 0.11% Add +0.9% 10,497 $969K
Harbour Investments, Inc. 0.01% Add +1.9% 10,488 $968K
Supplemental Annuity Collective Trust of NJ 0.25% Reduce -7.3% 10,485 $967K
Crumly & Associates Inc. 0.19% Add +1.1% 10,479 $967K
Certuity, LLC 0.05% Reduce -5.6% 10,461 $965K
Oxford Asset Management LLP 0.47% New 10,392 $959K
Citizens National Bank Trust Department 0.14% Add +2.1% 10,382 $958K
OpenArc Corporate Advisory, LLC 0.01% Reduce -10.1% 10,371 $957K
Circle Wealth Management, LLC 0.01% Reduce -8.2% 10,368 $957K
Vima LLC 0.95% — 10,351 $955K
Tran Capital Management, L.P. 0.11% Reduce -17.2% 10,295 $950K
Sanders Morris Harris LLC 0.55% Add +115.8% 10,250 $946K
Element Pointe Advisors, LLC 0.15% Add +1.5% 10,216 $943K
Hutchens & Kramer Investment Management Group, LLC 0.25% Reduce -3.7% 10,210 $942K
Mezzasalma Advisors, LLC 0.19% Reduce -88.5% 10,196 $941K
Northcape Wealth Management, LLC 0.25% Reduce -4.6% 10,144 $936K
Silvercrest Asset Management Group LLC 0.01% No change 10,140 $936K
Leonard Rickey Investment Advisors P.L.L.C. 0.15% Add +0.3% 10,109 $933K
StoneX Group Inc. 0.04% Reduce -8.2% 10,091 $931K
Stonebridge Financial Group, LLC 0.13% — 10,085 $930K
Variant Private Wealth, LLC 1.05% Add +0.3% 10,075 $930K
Kanawha Capital Management LLC 0.06% Reduce -1.1% 10,069 $929K
BigSur Wealth Management LLC 0.22% No change 10,000 $923K
Edmond DE Rothschild Holding S.A. 0.01% No change 10,000 $923K
GC Wealth Management RIA, LLC 0.05% Reduce -15.8% 9,959 $919K
PDS Planning, Inc 0.05% Reduce -1.4% 9,936 $917K
Independence Wealth Advisors, LLC 0.46% Add +0.6% 9,927 $916K
Drucker Wealth 3.0, LLC 0.14% Reduce -9.4% 9,924 $916K
Kirtland Hills Capital Management, LLC 0.26% Add +0.6% 9,923 $916K
Premier Path Wealth Partners, LLC 0.10% Reduce -14.8% 9,897 $913K
Herold Advisors, Inc. 0.18% Add +3.9% 9,905 $913K
Ark Wealth Advisors LLC 0.81% Add +3.4% 9,889 $912K
First Dallas Securities Inc. 0.30% Add +0.0% 9,852 $909K
Wealthcare Advisory Partners LLC 0.02% Add +8.2% 9,835 $907K
Tranquility Partners, LLC 0.31% Reduce -10.0% 9,789 $903K
Sweeney & Michel, LLC 0.23% Add +12.6% 8,254 $888K
Erste Asset Management GmbH 0.01% Reduce -0.7% 9,805 $888K
Engineers Gate Manager LP 0.01% Reduce -96.9% 9,620 $888K
EntryPoint Capital, LLC 0.21% New 9,602 $886K
Navellier & Associates Inc. 0.07% Add +47.0% 9,555 $882K
Diversified Management Inc. 0.19% Reduce -83.3% 9,537 $880K
Sovereign's Capital Management, LLC 0.59% Reduce -2.2% 9,517 $878K
Tailwinds Wealth, LLC 0.52% Add +151.2% 9,493 $876K
Old Peak Finance LLC 0.42% Add +1.5% 9,480 $875K
Miller Global Investments, LLC 0.72% No change 9,470 $874K
Castleark Management LLC 0.02% Reduce -98.1% 9,360 $864K
One Capital Management, LLC 0.02% No change 9,183 $863K
Waterloo Capital, L.P. 0.05% Add +5.0% 9,340 $862K
Trust Point Inc. 0.07% Reduce -2.0% 9,322 $860K
Forbes J M & Co. LLP 0.07% Reduce -2.9% 9,283 $857K
Pitcairn Wealth Advisors LLC 0.09% New 9,258 $854K
Torrey Growth & Income Advisors 0.29% No change 9,181 $851K
Sax Wealth Advisors, LLC 0.03% Add +3.3% 9,037 $849K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -0.2% 9,149 $844K
Syon Capital LLC 0.04% Reduce -23.2% 9,146 $844K
Independence Bank of Kentucky 0.09% Reduce -4.6% 9,123 $842K
Fi3 FINANCIAL ADVISORS, LLC 0.20% Reduce -93.7% 370 $841K
Kesler, Norman & Wride, LLC 0.13% Add +1.9% 9,089 $839K
Peak Planning Group, LLC 0.19% Reduce -23.9% 9,047 $835K
LMG Wealth Partners, LLC 0.13% New 9,013 $832K
Kearns & Associates LLC 0.39% No change 9,000 $830K
West Financial Advisors, LLC 0.13% No change 9,000 $830K
Kathmere Capital Management, LLC 0.04% Reduce -12.8% 8,914 $823K
Avondale Wealth Management 0.33% No change 8,900 $821K
HighPoint Advisor Group LLC 0.03% Reduce -12.4% 8,888 $820K
Davidson Kahn Capital Management, LLC 0.35% Reduce -3.9% 8,876 $819K
Silver Oak Securities, Incorporated 0.05% Add +11.1% 8,871 $818K
Scharf Investments, LLC 0.03% New 8,859 $817K
Johnson Financial Group, Inc. 0.03% Reduce -26.4% 8,845 $816K
Quadcap Wealth Management, LLC 0.08% Add +1.8% 8,822 $814K
TCI Wealth Advisors, Inc. 0.04% Reduce -4.8% 8,816 $813K
Manchester Financial Inc. 0.14% No change 8,812 $813K
Joel Isaacson & Co., LLC 0.02% Add +0.9% 8,812 $813K
Modern Wealth Management, LLC 0.01% Add +0.7% 8,810 $813K
Sutton Place Investors LLC 0.39% Reduce -0.1% 8,808 $813K
Hyperion Capital Advisors LP 0.36% No change 8,767 $809K
Fullerton Fund Management Co Ltd. 0.05% Add +62.6% 8,742 $807K
MRWM Advisors, LLC 0.33% Reduce -3.0% 8,741 $807K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -14.5% 8,740 $806K
Summit Global Investments 0.04% Add +15.5% 8,721 $805K
Hedges Asset Management LLC 0.53% — 8,700 $803K
N.E.W. Advisory Services LLC 0.05% Add +0.4% 8,677 $801K
Integral Investment Advisors, Inc. 0.18% Reduce -2.2% 8,659 $799K
Oregon Pacific Wealth Management, LLC 0.74% Reduce -1.7% 8,598 $793K
Leavell Investment Management, Inc. 0.03% Reduce -6.0% 8,573 $791K
Bright Futures Wealth Management, LLC. 0.51% Reduce -10.5% 8,569 $791K
Bluedoor Private Wealth, LLC 0.33% Add +0.5% 8,567 $790K
Regatta Capital Group, LLC 0.11% Reduce -2.6% 8,566 $790K
Townsquare Capital LLC 0.14% Add +6.0% 8,508 $785K
Capital Investment Advisors, LLC 0.01% Reduce -6.0% 8,504 $785K
Boltwood Capital Management 0.18% Add +5.3% 8,460 $781K
Sigma Planning Corp 0.02% Reduce -54.4% 8,448 $779K
Atlas Capital Advisors Inc. 0.09% Add +654.1% 8,423 $777K
Independent Financial Group, LLC 0.01% Add +5.8% 8,411 $776K
Fidelis Capital Partners, LLC 0.04% Reduce -3.0% 8,389 $774K
Parkside Financial Bank & Trust 0.05% Reduce -2.2% 8,386 $774K
Legacy Capital Group California, Inc. 0.23% Reduce -2.6% 8,323 $768K
Nilsine Partners, LLC 0.05% Reduce -8.5% 8,319 $768K
Ramirez Asset Management, Inc. 0.08% Reduce -0.1% 8,307 $766K
St Germain D J Co. Inc. 0.03% Add +0.8% 8,261 $762K
HMV Wealth Advisors, LLC 0.30% No change 8,249 $761K
CVA Family Office, LLC 0.07% Reduce -1.6% 8,211 $758K
Sterling Investment Counsel, LLC 0.18% Add +21.9% 8,158 $753K
Sigma Investment Counselors Inc. 0.04% Add +142.2% 8,149 $752K
Sky Investment Group LLC 0.12% Add +18.3% 8,145 $752K
R Squared Ltd 0.39% New 8,099 $747K
Capula Management Ltd 0.00% Add +27.7% 8,094 $747K
RFG Advisory, LLC 0.01% Reduce -8.4% 8,084 $746K
JB Capital LLC 0.03% Reduce -56.5% 8,082 $746K
Lyell Wealth Management, LP 0.05% No change 8,078 $745K
IHT Wealth Management, LLC 0.02% Reduce -0.2% 8,056 $743K
Verity Asset Management, Inc. 0.28% Add +2.9% 8,048 $743K
Bramshill Investments, LLC 0.06% Add +1.2% 8,048 $743K
Mitchell Sinkler & Starr 0.31% No change 8,042 $742K
Kennebec Savings Bank 0.60% No change 8,037 $742K
Affinity Investment Advisors, LLC 0.38% Add +4.1% 8,029 $741K
Intrepid Financial Planning Group LLC 0.25% Add +1.3% 8,027 $741K
Bingham Private Wealth, LLC 0.51% Add +41.5% 8,015 $740K
Klingman & Associates, LLC 0.03% Reduce -5.6% 7,948 $733K
Mather Group, Llc. 0.01% Add +5.3% 7,944 $733K
Optas, LLC 0.10% Add +17.3% 7,937 $732K
Freestone Capital Holdings, LLC 0.02% Reduce -1.9% 7,888 $728K
Cypress Wealth Services, LLC 0.09% Reduce -9.4% 7,888 $728K
Okabena Investment Services Inc. 0.13% Reduce -1.0% 7,881 $727K
Western Wealth Management, LLC 0.02% Add +2.0% 7,868 $726K
Tactive Advisors, LLC 0.18% Reduce -13.6% 7,858 $725K
Platform Technology Partners 0.12% Reduce -2.8% 7,850 $724K
Net Worth Advisory Group 0.18% Reduce -2.0% 7,828 $722K
Turtle Creek Wealth Advisors, LLC 0.04% Reduce -10.2% 7,760 $716K
DUTCH ASSET Corp 0.36% No change 7,750 $715K
Viawealth, LLC 0.36% No change 7,740 $714K
Heartland Bank & Trust Co 0.15% Reduce -1.1% 7,723 $713K
Sfmg, LLC 0.04% Reduce -7.7% 7,723 $713K
Tred Avon Family Wealth, LLC 0.22% Add +0.0% 7,707 $711K
Bridgewater Advisors Inc. 0.04% Reduce -0.7% 6,706 $710K
Bragg Financial Advisors, Inc 0.02% Reduce -1.6% 7,687 $709K
Old Port Advisors 0.14% Add +0.0% 7,686 $709K
Shum Financial Group, Inc. 0.43% Add +21.7% 7,677 $708K
Mosaic Family Wealth Partners, LLC 0.05% New 7,643 $705K
Proficio Capital Partners LLC 0.03% New 7,549 $697K
Journey Retirement Planning & Investment Management LLC 0.54% Add +14.7% 7,533 $695K
LCNB Corp. 0.21% Reduce -2.8% 7,528 $695K
Triad Wealth Partners, LLC 0.04% Reduce -53.9% 6,548 $693K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -6.7% 7,482 $690K
VestGen Advisors, LLC 0.02% Add +18.1% 7,479 $690K
Carson Advisory Inc. 0.32% Add +13.9% 7,468 $689K
Founders Financial Securities LLC 0.04% Reduce -1.7% 7,452 $688K
Unified Investment Management 0.64% Add +0.2% 7,401 $683K
Coign Capital Advisors LLC 0.31% Add +2.0% 7,385 $681K
Compass Advisory Group LLC 0.16% No change 7,375 $680K
Level Four Advisory Services, LLC 0.02% Add +23.3% 7,365 $680K
Cambria Investment Management, L.P. 0.03% Add +19.3% 7,348 $678K
Opal Wealth Advisors, LLC 0.15% Add +65.8% 7,324 $676K
Naviter Wealth, LLC 0.06% Add +4.1% 7,321 $676K
Vigilare Wealth Management 0.21% Reduce -0.8% 7,308 $674K
XTX Topco Ltd 0.01% Reduce -55.9% 7,304 $674K
Larry Mathis Financial Planning, LLC 0.51% No change 7,286 $672K
Accredited Investors Inc. 0.03% No change 7,286 $672K
Vann Equity Management LLC 0.40% Add +5.9% 7,190 $663K
Advisortrust Partners, LLC 0.23% Add +16.8% 7,177 $662K
Fiduciary Family Office, LLC 0.17% Add +65.1% 7,175 $662K
Argentarii, LLC 0.20% Add +160.4% 6,137 $661K
Novem Group 0.07% Reduce -4.7% 7,125 $657K
Leonteq Securities AG 0.04% Add +9.4% 7,109 $656K
OneAscent Financial Services LLC 0.03% Reduce -11.3% 7,101 $655K
Relyea Zuckerberg Hanson LLC 0.05% Add +2.3% 7,077 $653K
MOR Wealth Management, LLC 0.26% Add +87.3% 7,070 $652K
S-Bank Fund Management Ltd 0.09% Reduce -53.4% 7,035 $649K
Osborne Partners Capital Management, LLC 0.04% No change 7,029 $649K
Hazlett, Burt & Watson, Inc. 0.17% Add +19.8% 6,986 $646K
Auxier Asset Management LLC 0.09% Add +0.4% 6,993 $645K
Defiance ETFs, LLC 0.01% Add +20.7% 6,725 $644K
Western Pacific Wealth Management, LP 0.58% Add +28.5% 6,960 $642K
Arcataur Capital Management LLC 0.16% Add +1.5% 6,922 $639K
Goldstein Advisors, LLC 0.06% New 6,916 $638K
Investor's Fiduciary Advisor Network, LLC 0.22% Reduce -35.8% 6,924 $638K
Mogy Joel R Investment Counsel Inc. 0.04% No change 6,897 $636K
Hilltop Holdings Inc. 0.05% Add +12.5% 6,889 $636K
Oslo Pensjonsforsikring AS 0.07% No change 6,874 $634K
Palisade Capital Management, LP 0.03% Add +2.1% 6,873 $634K
TAGStone Capital, Inc. 0.20% Add +2.1% 6,869 $634K
Bahl & Gaynor LLC 0.00% No change 6,827 $630K
Marathon Mission, Inc. 0.31% Add +3.4% 6,802 $628K
Client 1ST Advisory Group, LLC 0.17% Add +3.0% 6,792 $627K
Alta Advisers Ltd 0.14% No change 6,770 $625K
Defined Wealth Management, LLC 0.32% Reduce -1.2% 6,765 $624K
Blueshift Asset Management, LLC 0.14% New 6,763 $624K
Heritage Wealth Management, Inc. 0.15% New 6,733 $621K
Aspetuck Financial Management LLC 0.37% No change 6,721 $620K
Gryphon Financial Partners LLC 0.06% Reduce -5.8% 6,718 $620K
Journey Advisory Group, LLC 0.05% Add +65.7% 6,717 $620K
WealthPLAN Partners, LLC 0.12% Add +9.4% 6,691 $617K
Accurate Wealth Management, LLC 0.06% Reduce -2.2% 5,986 $617K
RW Investment Management LLC 0.05% No change 6,686 $617K
J. Team Financial, Inc. 0.60% Add +5.4% 6,684 $617K
Weaver Capital Management LLC 0.14% No change 6,535 $614K
Apriem Advisors 0.05% No change 6,648 $613K
PFG Investments, LLC 0.02% Reduce -4.0% 6,639 $613K
CMG Global Holdings, LLC 0.26% Reduce -0.7% 6,585 $608K
Sompo Asset Management Co., Ltd. 0.10% Reduce -3.0% 6,560 $605K
Bryn Mawr Trust Advisors, LLC 0.03% Add +2.7% 6,490 $599K
Ellevest, Inc. 0.07% Reduce -10.4% 6,510 $598K
Rehmann Capital Advisory Group 0.03% Reduce -9.3% 6,481 $598K
Landmark Wealth Management, LLC 0.14% Add +0.1% 6,454 $595K
AlphaCore Capital LLC 0.01% Add +1.0% 6,454 $595K
Family Legacy, Inc. 0.16% Add +0.2% 6,424 $593K
Boston Trust Walden Corp 0.00% No change 6,420 $592K
Jackson Creek Investment Advisors LLC 0.20% Reduce -21.9% 5,613 $591K
Soltis Investment Advisors LLC 0.03% Add +9.5% 6,337 $585K
Smith Thornton Advisors LLC 0.26% Add +16.3% 5,710 $585K
Basecamp Wealth Advisors LLC 0.11% No change 6,327 $584K
Cozad Asset Management Inc. 0.04% Reduce -8.5% 6,323 $583K
Balboa Wealth Partners 0.08% Reduce -24.8% 6,322 $583K
Lazari Capital Management, Inc. 0.18% Add +0.6% 6,312 $582K
Kera Capital Partners, Inc. 0.06% Reduce -22.6% 6,285 $580K
FMB Wealth Management 0.21% Add +0.1% 6,272 $579K
Cornerstone Wealth Management, LLC 0.02% Add +7.1% 6,270 $578K
Virtue Capital Management, LLC 0.08% Reduce -9.5% 6,216 $574K
Garrison Point Advisors, LLC 0.23% Reduce -6.4% 6,215 $573K
KRS Capital Management, LLC 0.27% Add +0.8% 6,206 $573K
Strategic Financial Services, Inc. 0.03% No change 6,199 $572K
Ofi Invest Asset Management 0.01% Reduce -44.7% 7,079 $571K
Evolve Private Wealth, LLC 0.03% Reduce -88.5% 6,173 $570K
Kintra Wealth, LLC 0.03% Add +57.8% 5,134 $565K
E Fund Management Co., Ltd. 0.01% Reduce -0.9% 6,117 $564K
RMR Wealth Builders 0.03% Reduce -3.1% 6,099 $563K
Severin Investments, LLC 0.42% Add +4.5% 6,094 $562K
Greykasell Wealth Strategies, Inc. 0.20% Add +2.3% 6,081 $561K
Deseret Mutual Benefit Administrators 0.18% Reduce -3.5% 6,080 $561K
Rothschild Capital Partners, LLC 0.12% Add +0.1% 6,077 $561K
Alpha Family Trust 0.23% No change 6,070 $560K
Sand Hill Global Advisors, LLC 0.02% No change 6,045 $558K
Investors Asset Management of Georgia Inc. /Ga/ 0.19% Add +46.1% 6,031 $556K
PFG Advisors 0.03% Reduce -8.1% 6,030 $556K
Beta Wealth Group, Inc. 0.21% Add +1.7% 6,010 $555K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -0.3% 6,002 $554K
Arista Wealth Management, LLC 0.06% Reduce -1.7% 6,000 $554K
PCM Encore, LLC 0.10% Reduce -9.1% 5,980 $552K
WNY Asset Management, LLC 0.05% Add +2.5% 5,978 $552K
Sound Income Strategies, LLC 0.02% Add +220.2% 5,939 $548K
Tompkins Financial Corp. 0.04% Add +102.4% 5,930 $547K
Sjbenen Advisory, LLC 0.32% No change 5,800 $545K
Mission Creek Capital Partners, Inc. 0.10% Reduce -18.8% 5,898 $544K
SS&H Financial Advisors, Inc. 0.14% — 5,899 $544K
WESPAC Advisors SoCal, LLC 0.10% Add +1.2% 5,876 $542K
Mayflower Financial Advisors, LLC 0.05% Reduce -0.0% 5,870 $542K
LMR Partners LLP 0.00% New 5,865 $541K
Simplicity Wealth,LLC 0.02% Reduce -5.4% 5,862 $541K
Greenfield Savings Bank 0.20% Reduce -3.0% 5,858 $541K
Gambit Capital Management, LLC 0.32% Reduce -0.7% 5,856 $540K
KLCM Advisors, Inc. 0.04% Reduce -1.9% 5,824 $537K
Monograph Wealth Advisors, LLC 0.04% No change 5,818 $537K
Rosenberg Matthew Hamilton 0.10% Add +2.7% 5,804 $536K
Jericho Financial, LLP 0.28% Reduce -4.6% 5,793 $535K
Fiduciary Trust Co 0.01% Reduce -28.3% 5,786 $534K
Forefront Wealth Partners, LLC 0.17% Add +8.9% 5,777 $533K
Canvas Wealth Advisors, LLC 0.07% Reduce -8.4% 5,773 $533K
LVW Advisors, LLC 0.05% Reduce -13.1% 5,747 $530K
SteelPeak Wealth, LLC 0.01% Add +96.2% 5,737 $529K
Diligent Investors, LLC 0.12% Add +4.6% 5,735 $529K
First Bank & Trust 0.08% Reduce -6.4% 5,733 $529K
Centurion Wealth Management LLC 0.13% Reduce -6.8% 5,705 $526K
Mason & Associates Inc 0.08% Reduce -1.7% 5,684 $524K
Haverford Trust Co 0.00% Add +17.7% 5,679 $524K
Lebenthal Global Advisors, LLC 0.07% Reduce -80.2% 5,675 $524K
Intrust Bank NA 0.04% Reduce -1.6% 5,675 $524K
JTC Employer Solutions Trustee Ltd 0.04% No change 5,670 $523K
TIAA Wealth Investment Management LLC 0.00% Add +15.8% 5,665 $522K
Sivia Capital Partners, LLC 0.06% Add +144.7% 5,637 $520K
Unify Financial Advisors 0.48% No change 5,636 $520K
Baader Bank Aktiengesellschaft 0.04% Add +14.2% 5,634 $520K
Traynor Capital Management, Inc. 0.02% Reduce -1.4% 5,631 $520K
Biltmore Family Office, LLC 0.07% Reduce -6.5% 5,625 $519K
Delta Investment Management, LLC 0.08% Reduce -15.8% 5,590 $516K
Burling Wealth Partners, LLC 0.08% Add +0.0% 5,589 $516K
Crescent Grove Advisors, LLC 0.04% Add +1.0% 5,504 $508K
One Wealth Advisors, LLC 0.06% Reduce -29.3% 5,491 $507K
Enzi Wealth 0.16% No change 5,000 $506K
Willow Creek Capital Management, Inc. 0.49% — 5,475 $505K
Meridian Wealth Management, LLC 0.02% Add +3.3% 5,472 $505K
Pointe Capital Management LLC 0.23% Add +3.7% 5,461 $504K
Keystone Financial Group 0.03% Add +100.7% 5,456 $503K
BSW Wealth Partners 0.06% Add +40.6% 5,451 $503K
Tempus Wealth Planning, LLC 0.10% Add +0.9% 5,426 $501K
Quotient Wealth Partners, LLC 0.01% Reduce -13.2% 5,416 $500K
Palacios Wealth Management, LLC 0.29% Reduce -0.2% 5,404 $499K
Sawgrass Asset Management LLC 0.07% Reduce -13.4% 5,387 $497K
Cromwell Holdings LLC 0.22% No change 5,381 $497K
Dagco, Inc. 0.09% Add +0.1% 5,378 $496K
Alliance Wealth Advisors, LLC 0.20% Add +0.5% 5,365 $495K
Williams Jones Wealth Management, LLC. 0.01% Add +0.7% 5,351 $494K
Moss Adams Wealth Advisors LLC 0.03% Reduce -5.8% 5,336 $492K
BlackDiamond Wealth Management, LLC 0.20% Add +33.0% 4,551 $491K
Montchanin Asset Management, LLC 0.50% New 5,325 $491K
Parcion Private Wealth LLC 0.03% Reduce -0.8% 5,321 $491K
Maridea Wealth Management LLC 0.05% New 5,314 $490K
Third View Private Wealth, LLC 0.06% Add +88.3% 5,309 $490K
Burke & Herbert Bank & Trust Co. 0.12% No change 5,300 $489K
Oakworth Capital, Inc. 0.02% No change 5,162 $489K
Root Financial Partners, LLC 0.02% Add +8.2% 5,267 $486K
Addison Advisors LLC 0.23% Reduce -4.0% 5,255 $485K
Ledyard National Bank 0.04% Reduce -15.8% 5,240 $483K
CNB Bank 0.19% Reduce -0.2% 5,228 $482K
Keel Point, LLC 0.03% Add +0.8% 5,216 $481K
Smith, Moore & Co. 0.03% Reduce -35.0% 5,207 $480K
FSM Wealth Advisors, LLC 0.05% Reduce -2.9% 5,204 $480K
Trace Wealth Advisors, LLC 0.31% No change 5,200 $480K
Income Insurance Ltd 0.28% No change 5,166 $477K
Claro Advisors Inc. 0.05% Reduce -2.1% 5,160 $476K
Ridgewood Investments LLC 0.18% No change 5,145 $475K
Fulton Bank, N.A. 0.01% Reduce -50.9% 5,143 $475K
Avalon Capital Management 0.11% Reduce -0.0% 5,108 $471K
Keystone Wealth Services, LLC 0.09% Add +71.4% 5,095 $470K
Versant Capital Management, Inc 0.04% Reduce -30.4% 5,058 $467K
Advisor OS, LLC 0.03% Reduce -5.3% 5,053 $466K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -2.5% 5,050 $466K
New Republic Capital, LLC 0.11% Add +23.4% 5,046 $466K
BBR Partners, LLC 0.02% Reduce -0.0% 5,002 $462K
Viewpoint Capital Management LLC 0.23% No change 5,000 $461K
Advisory Alpha, LLC 0.01% Add +26.4% 4,980 $460K
Keyvantage Wealth, LLC 0.17% Reduce -14.2% 4,980 $460K
Continuum Advisory, LLC 0.04% New 4,966 $458K
Operose Advisors LLC 0.09% Reduce -2.4% 4,964 $458K
Azimuth Capital Investment Management LLC 0.02% No change 4,949 $457K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 4,949 $457K
Aljian Capital Management, LLC 0.08% Add +0.1% 4,906 $453K
Centiva Capital, LP 0.02% Reduce -70.9% 4,895 $452K
Westmount Partners, LLC 0.10% Add +3.6% 4,894 $452K
Orrstown Financial Services Inc. 0.07% Add +14.1% 4,875 $450K
Quantum Financial Advisors, LLC 0.04% Reduce -1.9% 4,874 $450K
ING Groep NV 0.00% Reduce -75.8% 4,863 $449K
Facet Wealth, Inc. 0.01% Reduce -6.1% 4,858 $448K
Lountzis Asset Management, LLC 0.14% No change 4,845 $447K
Cary Street Partners Investment Advisory LLC 0.09% Reduce -14.1% 4,832 $446K
Princeton Capital Management LLC 0.10% Add +0.2% 4,831 $446K
Anchyra Partners LLC 0.11% Reduce -3.4% 4,828 $445K
Affinity Capital Advisors, LLC 0.05% Reduce -12.4% 4,419 $445K
Clear Creek Financial Management, LLC 0.03% Reduce -3.3% 4,810 $444K
West Family Investments, Inc. 0.13% Add +6.0% 4,809 $444K
DRW Securities, LLC 0.03% Reduce -57.1% 4,803 $443K
Up Strategic Wealth Investment Advisors LLC 0.26% No change 4,078 $441K
Cannell & Spears LLC 0.01% Reduce -2.9% 4,763 $439K
Eagle Wealth Strategies LLC 0.17% Add +4.0% 4,755 $439K
Principle Wealth Partners LLC 0.02% Reduce -24.1% 4,753 $439K
Clark Capital Management Group, Inc. 0.00% Reduce -2.5% 4,752 $438K
Brookwood Investment Group LLC 0.05% New 4,744 $438K
Commonwealth Retirement Investments LLC 0.12% Reduce -2.6% 4,735 $437K
LBMC Investment Advisors, LLC 0.02% Add +5.7% 4,728 $436K
Hopwood Financial Services, Inc. 0.25% No change 4,717 $435K
Old Mission Investment Co LLC 0.09% No change 4,715 $435K
Trek Financial, LLC 0.02% Add +7.1% 4,684 $432K
Aviso Financial Inc. 0.01% Reduce -2.9% 4,680 $432K
Zacks Investment Management 0.00% Add +61.6% 4,631 $427K
Cordgrass Capital Advisors, LLC 0.16% Reduce -59.5% 4,627 $427K
Gateway Wealth Partners, LLC 0.03% Reduce -53.5% 4,591 $424K
Orca Investment Management, LLC 0.31% No change 4,569 $422K
Everpar Advisors LLC 0.12% Add +0.9% 4,568 $422K
TRB Wealth Management, LLC 0.06% Add +7.3% 4,562 $421K
Summit Wealth & Retirement Planning, Inc. 0.09% Reduce -3.6% 4,544 $419K
LexAurum Advisors, LLC 0.05% Reduce -7.2% 4,541 $419K
Fielder Capital Group LLC 0.09% Reduce -8.7% 4,540 $419K
Atwood & Palmer Inc. 0.02% Reduce -0.6% 4,529 $418K
Colonial River Investments, LLC 0.12% Reduce -11.5% 4,529 $418K
Gerald Baker Financial Group LLC 0.12% Add +0.3% 4,507 $416K
Welch & Forbes LLC 0.01% Reduce -2.6% 4,502 $415K
Octavia Wealth Advisors, LLC 0.04% Reduce -5.3% 4,478 $413K
SmartHarvest Portfolios, LLC 0.13% Reduce -7.4% 4,465 $412K
Cornerstone Wealth Group, LLC 0.02% Add +4.6% 4,459 $411K
CYBER HORNET ETFs LLC 0.23% Reduce -3.0% 4,454 $411K
Waddell & Associates, LLC 0.02% Reduce -6.3% 4,448 $410K
Noble Wealth Management PBC 0.19% Reduce -10.3% 4,439 $410K
Hantz Financial Services, Inc. 0.01% Reduce -36.5% 4,409 $407K
Kuhn & Co Investment Counsel 0.23% No change 4,396 $406K
Davidson Trust Co. 0.16% Reduce -3.4% 4,379 $404K
Transcend Capital Advisors, LLC 0.03% Reduce -37.9% 4,373 $404K
Earned Wealth Advisors, LLC 0.03% Reduce -40.7% 4,371 $403K
Greenspring Advisors, LLC 0.02% Add +15.7% 4,346 $401K
Peoples Bank 0.39% Add +2.7% 4,331 $400K
Inscription Capital, LLC 0.04% Reduce -38.3% 4,331 $400K
Heritage Wealth Advisors 0.01% Reduce -5.6% 4,322 $399K
Acropolis Investment Management, LLC 0.02% Reduce -3.4% 4,313 $398K
Capital Management Associates, Inc 0.08% Add +13.1% 4,309 $398K
RDA Financial Network 0.09% Add +8.2% 4,301 $397K
Trillium Asset Management, LLC 0.01% No change 4,292 $396K
Kiley Juergens Wealth Management, LLC 0.06% Reduce -8.8% 4,282 $395K
Souders Financial Advisors 0.04% Reduce -7.6% 4,278 $395K
Catalyst Private Wealth, LLC 0.19% Reduce -1.1% 4,274 $394K
Broyhill Asset Management, LLC 0.35% No change 4,270 $394K
Storgate, LLC 0.08% New 4,264 $393K
Athena Investment Management 0.23% Reduce -44.9% 4,250 $392K
OneAscent Family Office, LLC 0.20% Add +8.4% 4,248 $392K
Moneco Advisors, LLC 0.02% Add +21.7% 4,214 $389K
Violich Capital Management, Inc. 0.04% Add +75.0% 4,200 $388K
Bradley Foster & Sargent Inc. 0.01% Add +6.8% 4,200 $388K
Signature Estate & Investment Advisors LLC 0.01% Reduce -12.8% 4,161 $385K
Peterson Wealth Services 0.08% Add +0.9% 4,163 $384K
Telos Capital Management, Inc. 0.03% Add +0.0% 4,162 $384K
Avantax Planning Partners, Inc. 0.01% Reduce -4.2% 4,151 $383K
Abel Hall, LLC 0.07% Reduce -12.0% 4,137 $382K
SouthState Bank Corp 0.02% Reduce -4.4% 4,129 $381K
Sun Financial Inc 0.18% Reduce -5.7% 3,514 $379K
HHM Wealth Advisors, LLC 0.04% Reduce -2.4% 4,112 $379K
Smithfield Trust Co 0.02% Reduce -1.9% 4,106 $379K
CoreCap Advisors, LLC 0.01% Add +11.8% 4,104 $379K
Klingenstein Fields & Co. LP 0.01% Add +10.5% 4,093 $378K
Armstrong Henry H Associates Inc. 0.04% Reduce -32.8% 4,091 $377K
Legacy Capital Wealth Partners, LLC 0.07% Add +0.9% 4,089 $377K
Opinicus Capital, Inc. 0.20% Reduce -1.1% 4,086 $377K
Bernard Wealth Management Corp. 0.14% Reduce -19.9% 4,075 $376K
Prosperity Bancshares Inc 0.25% Add +7.0% 4,067 $375K
Ashton Thomas Securities, LLC 0.06% Reduce -0.8% 4,063 $373K
Impact Capital Partners LLC 0.10% Reduce -3.4% 4,036 $372K
55 North Private Wealth, LLC 0.07% Reduce -0.1% 4,032 $372K
Broadway Wealth Solutions, Inc. 0.17% Add +4.3% 4,025 $371K
Muirfield Wealth Advisors LLC 0.24% Add +5.1% 4,024 $371K
Evermay Wealth Management LLC 0.04% Reduce -13.0% 4,016 $371K
Romano Brothers and Company 0.04% Add +1.3% 4,015 $370K
Aristotle Atlantic Partners, LLC 0.02% No change 4,000 $369K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +1.2% 3,995 $369K
Childress Capital Advisors, LLC 0.06% Reduce -21.8% 3,968 $366K
Denver PWM, LLC 0.12% Reduce -2.4% 3,289 $365K
Ariston Services Group 0.20% Add +0.0% 3,958 $365K
Faithward Advisors, LLC 0.04% Reduce -0.2% 3,956 $365K
Purus Wealth Management, LLC 0.10% Add +0.9% 3,955 $365K
Van Strum & Towne Inc. 0.10% No change 3,950 $364K
Opus Capital Group, LLC 0.04% Reduce -4.1% 3,950 $364K
Cambient Family Office, LLC 0.04% Reduce -20.6% 3,932 $363K
Nova R Wealth, Inc. 0.11% Add +1.0% 3,930 $363K
Prelude Capital Management, LLC 0.03% New 3,914 $361K
Alliance Wealth Advisors, LLC 0.07% Reduce -4.8% 3,913 $361K
KMG Fiduciary Partners, LLC 0.03% Reduce -33.2% 3,912 $361K
Retirement Planning Co of New England, Inc. 0.13% Add +2.4% 3,868 $357K
Red Door Wealth Management, LLC 0.03% Add +10.8% 3,848 $355K
Horizon Bancorp Inc. 0.17% Reduce -2.6% 3,834 $354K
Semus Wealth Partners LLC 0.17% Add +0.3% 3,832 $354K
Wrapmanager Inc. 0.11% Reduce -6.1% 3,830 $353K
Professional Financial Advisors, LLC 0.06% Reduce -82.4% 3,829 $353K
Foresight Capital Management Advisors, Inc. 0.17% Reduce -11.2% 3,815 $352K
Garrett Wealth Advisory Group, LLC 0.05% Add +1.9% 3,812 $352K
Baron Wealth Management LLC 0.09% Reduce -0.7% 3,783 $349K
Forum Financial Management, LP 0.00% Add +0.7% 3,782 $349K
Cornerstone Advisory, LLC 0.03% Add +1.9% 3,745 $346K
First Horizon Corp. 0.01% Reduce -3.6% 3,740 $345K
Southern Financial Group, LLC 0.09% Reduce -0.8% 3,739 $345K
River Wealth Advisors LLC 0.04% Reduce -3.2% 3,737 $345K
Gemmer Asset Management LLC 0.02% Reduce -1.5% 3,733 $344K
Florida Financial Advisors, LLC 0.06% Reduce -11.8% 3,723 $344K
First Western Trust Bank 0.02% Reduce -49.5% 3,703 $342K
OneAscent Investment Solutions LLC 0.32% Reduce -25.4% 3,699 $341K
American Institute for Advanced Investment Management, LLP 0.20% No change 3,693 $341K
SYM FINANCIAL Corp 0.03% Add +1.2% 3,693 $341K
Private Client Services, LLC 0.09% Add +1.7% 3,691 $341K
Diversified Enterprises, LLC 0.02% Reduce -6.8% 3,689 $340K
Studio Investment Management LLC 0.06% Add +0.3% 3,687 $340K
TriaGen Wealth Management LLC 0.09% No change 3,677 $339K
Cohen Klingenstein LLC 0.01% No change 3,660 $338K
Marks Group Wealth Management, Inc 0.03% Reduce -0.4% 3,654 $337K
Confluence Wealth Services, Inc. 0.01% New 3,645 $336K
Dala Group, LLC 0.28% Reduce -9.8% 3,625 $334K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -7.2% 3,622 $334K
Fulcrum Wealth Advisors, LLC 0.25% Add +0.3% 3,616 $334K
Triumph Capital Management 0.06% Reduce -9.4% 3,602 $332K
Fire Capital Management LLC 0.14% No change 3,600 $332K
Delta Financial Advisors LLC 0.08% Add +0.8% 3,589 $331K
Arwa LLC 0.14% Reduce -39.5% 3,215 $331K
Founders Capital Management 0.14% No change 3,582 $331K
New Hampshire Trust 0.06% Reduce -4.2% 3,571 $329K
RAM Investment Partners, LLC 0.05% Reduce -0.4% 3,550 $328K
Strategic Investment Advisors / MI 0.02% Reduce -11.7% 3,548 $327K
Marshall & Sterling Wealth Advisors Inc. 0.19% Add +18.8% 3,536 $326K
Perennial Investment Advisors, LLC 0.02% Reduce -10.6% 3,532 $326K
Prosperitas Financial LLC 0.10% Add +0.8% 3,530 $326K
Quent Capital, LLC 0.02% Reduce -2.9% 3,529 $326K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -9.6% 3,524 $325K
Prosperity Consulting Group, LLC 0.01% Add +0.9% 3,524 $325K
Hudson Bay Capital Management LP 0.00% Reduce -98.3% 3,510 $324K
Wellington Shields Capital Management, LLC 0.04% Add +0.1% 3,507 $324K
Brave Asset Management Inc. 0.07% No change 3,505 $323K
Wisconsin Capital Management LLC 0.15% No change 3,500 $323K
Edgewood Management LLC 0.00% No change 3,500 $323K
Coastwise Capital Group, LLC 0.19% Reduce -4.8% 3,499 $323K
Delaney Capital Management Ltd. 0.05% No change 3,495 $322K
Quattro Advisors LLC 0.21% Add +5.3% 3,490 $322K
LCM Capital Management Inc 0.14% No change 3,490 $322K
Proactive Wealth Strategies LLC 0.05% Add +0.3% 3,489 $322K
Chilton Investment Co. Inc. 0.01% No change 3,488 $322K
Noesis Capital Mangement Corp. 0.04% Add +1.6% 3,471 $320K
Godsey & Gibb, Inc. 0.03% No change 3,455 $319K
Eaton Financial Holdings Company, LLC 0.09% Reduce -18.9% 3,453 $319K
OneAscent Wealth Management LLC 0.09% Reduce -28.7% 3,439 $317K
Abacus Planning Group, Inc. 0.04% Add +1.9% 3,434 $317K
Flywheel Private Wealth LLC 0.16% Add +13.2% 3,425 $316K
Seaview Investment Managers LLC 0.09% Reduce -96.3% 3,424 $316K
Sagewood Asset Management LP 0.07% Reduce -3.1% 3,421 $316K
TrueWealth Advisors, LLC 0.07% Reduce -0.1% 3,415 $315K
Annex Advisory Services, LLC 0.01% Add +1.8% 3,408 $314K
Fortune Financial Advisors, LLC 0.13% No change 3,400 $314K
Thompson David Blair 0.16% Add +10.2% 3,398 $314K
Howard Bailey Securities, LLC 0.12% Reduce -13.0% 3,392 $313K
Brio Consultants, LLC 0.04% Add +1.6% 3,391 $313K
Mendel Money Management 0.11% New 3,390 $313K
CWS Financial Advisors, LLC 0.07% Add +0.3% 3,385 $312K
Harvest Fund Management Co., Ltd 0.01% Reduce -5.4% 3,383 $312K
AlphaGrep UK Ltd 0.09% Reduce -61.5% 3,370 $311K
Wellspring Financial Advisors, LLC 0.02% Reduce -26.5% 3,382 $310K
Lantz Financial LLC 0.06% Add +0.7% 3,364 $310K
Performance Wealth Partners, LLC 0.01% Reduce -82.3% 3,364 $310K
Westshore Wealth, LLC 0.10% Add +1.8% 3,342 $308K
Bull Harbor Capital LLC 0.06% Reduce -25.2% 3,318 $306K
Wayfinding Financial, LLC 0.12% Add +0.8% 3,323 $306K
Veratis Advisors, Inc. 0.22% — 3,314 $306K
IMA Advisory Services, Inc. 0.02% Add +169.6% 3,313 $306K
Kovack Advisors, Inc. 0.01% Reduce -13.6% 3,222 $305K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -17.3% 3,301 $305K
McMillan Office, Inc. 0.04% No change 3,300 $304K
Valmark Advisers, Inc. 0.00% Add +29.0% 3,298 $304K
Boothbay Fund Management, LLC 0.01% Reduce -70.9% 3,298 $304K
Range Advisory, LLC 0.04% Reduce -12.2% 3,295 $304K
Integrity Financial Corp 0.14% No change 3,281 $303K
Lewis Asset Management, LLC 0.11% New 3,261 $301K
BOS Asset Management, LLC 0.07% No change 3,257 $301K
Canal Capital Management, LLC 0.04% Reduce -1.3% 3,255 $300K
Fort Point Capital Partners LLC 0.03% Reduce -3.9% 3,249 $300K
Sunpointe, LLC 0.09% Reduce -45.7% 3,246 $300K
Financial Management Professionals, Inc. 0.03% Reduce -1.6% 3,236 $299K
Stokes Family Office, LLC 0.03% Reduce -51.8% 3,232 $298K
Axiom Investment Management LLC 0.20% Add +0.0% 3,229 $298K
AdvisorNet Financial, Inc 0.01% Add +108.1% 3,228 $298K
Trivium Point Advisory, LLC 0.03% Add +29.5% 3,227 $298K
Marshall Financial Group, LLC 0.04% Add +3.5% 3,225 $298K
Thrive Wealth Management, LLC 0.04% Reduce -6.0% 3,223 $297K
Legacy Private Trust Co. 0.02% No change 3,210 $296K
Acorns Advisers, LLC 0.00% Add +19.3% 3,210 $296K
Voisard Asset Management Group, Inc. 0.06% Reduce -7.2% 3,202 $295K
SeaCrest Wealth Management, LLC 0.03% Reduce -60.4% 3,193 $295K
ARS Wealth Advisors Group, LLC 0.02% Reduce -3.1% 3,190 $294K
Johnson Financial Group, LLC 0.02% New 3,182 $294K
Tradition Wealth Management, LLC 0.02% Add +3.0% 3,180 $293K
Oarsman Capital, Inc. 0.03% Reduce -3.7% 3,179 $293K
Werba Rubin Papier Wealth Management 0.04% Reduce -19.2% 3,168 $292K
Blodgett Wealth Advisors, LLC 0.20% No change 3,167 $292K
Whalerock Point Partners, LLC 0.05% No change 3,166 $292K
Jackson Thornton Wealth Management, LLC 0.02% New 3,163 $292K
Raab & Moskowitz Asset Management LLC 0.06% No change 3,159 $291K
Apella Capital, LLC 0.00% Reduce -0.3% 2,856 $291K
Alteri Wealth LLC 0.08% Reduce -2.1% 3,155 $291K
SeaBridge Investment Advisors LLC 0.04% No change 3,153 $291K
Steel Grove Capital Advisors, LLC 0.03% No change 3,142 $290K
Stonebridge Financial Group, LLC / MO 0.19% Add +0.3% 3,140 $290K
Forvis Mazars Wealth Advisors, LLC 0.00% Reduce -6.1% 3,138 $290K
Curated Wealth Partners LLC 0.03% Add +33.9% 3,120 $288K
Legacy Wealth Advisors, LLC 0.12% Add +32.0% 3,117 $288K
LJI Wealth Management, LLC 0.04% Add +1.6% 3,112 $287K
Benin Management CORP 0.06% No change 3,103 $286K
Calton & Associates, Inc. 0.04% Reduce -11.3% 3,103 $286K
Vanguard Capital Wealth Advisors 0.19% New 3,100 $286K
Obermeyer Wealth Partners 0.01% Add +0.5% 3,093 $285K
Steigerwald, Gordon & Koch Inc. 0.03% Add +0.1% 3,092 $285K
Tilson Financial Group, Inc. 0.08% No change 3,083 $284K
Foster Group, Inc. 0.01% Add +15.8% 3,072 $283K
Lifeworks Advisors, LLC 0.03% Add +7.0% 3,069 $283K
Swiss Re Ltd. 0.03% Add +2197.7% 3,056 $282K
Manuka Financial, LLC 0.15% No change 3,040 $281K
Cypress Capital Group 0.03% Add +2.9% 3,029 $279K
Onyx Bridge Wealth Group LLC 0.03% Reduce -2.5% 3,026 $279K
Cornerstone Planning, LLC 0.06% No change 3,024 $279K
Mitchell McLeod Pugh & Williams Inc. 0.03% Reduce -3.3% 3,018 $278K
First Business Financial Services, Inc. 0.02% Add +4.6% 3,014 $278K
Plancorp, LLC 0.01% Reduce -3.5% 2,709 $277K
BNB Wealth Management, LLC 0.15% Add +8.9% 3,001 $277K
Sunflower Bank, N.A. 0.07% Add +9.7% 2,998 $277K
Bernardo Wealth Planning LLC 0.05% Add +1.4% 2,981 $275K
CFO4Life Group, LLC 0.04% Reduce -6.4% 2,979 $275K
Core Alternative Capital 0.08% Add +17.1% 2,973 $274K
Quantessence Capital LLC 0.80% New 2,963 $273K
Physicians Financial Services, Inc. 0.07% Reduce -3.3% 2,950 $272K
Wealth Group, Ltd. 0.07% Reduce -23.4% 2,950 $272K
Cornerstone Wealth, LLC 0.14% New 2,645 $272K
CRA Financial Services, LLC 0.03% Add +2.5% 2,926 $270K
Trust Co of the South 0.04% Add +26.5% 2,922 $270K
Beaumont Financial Advisors, LLC 0.02% Reduce -1.6% 2,921 $270K
Tempo Wealth, LLC 0.04% New 2,916 $269K
Keynote Financial Services LLC 0.13% New 2,913 $269K
Baker Tilly Wealth Management, LLC 0.06% New 2,910 $269K
Arkfeld Wealth Strategies, L.L.C. 0.08% Add +0.3% 2,664 $268K
Interchange Capital Partners, LLC 0.05% New 2,893 $267K
nVerses Capital, LLC 0.41% New 2,889 $267K
Mayfair Advisory Group, LLC 0.08% Add +17.3% 2,610 $266K
New Wave Wealth Advisors LLC 0.07% Add +30.0% 2,884 $266K
McAdam, LLC 0.01% Reduce -14.9% 2,883 $266K
James J. Burns & Company, LLC 0.03% New 2,882 $266K
Pines Wealth Management, LLC 0.08% Reduce -4.7% 2,881 $266K
Catalyst Investment Management LLC 0.24% Add +7.6% 2,876 $265K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -7.2% 2,871 $265K
Basso Capital Management, L.P. 0.06% New 2,850 $263K
Argos Wealth Advisors, LLC 0.07% New 2,849 $263K
Central Valley Advisors, LLC 0.07% No change 2,838 $262K
Procyon Advisors, LLC 0.01% Reduce -46.3% 2,833 $261K
Wedge Capital Management L L P 0.00% Reduce -13.5% 2,830 $261K
Bison Wealth, LLC 0.02% Reduce -29.2% 2,583 $260K
Pinnacle Bancorp, Inc. 0.07% No change 2,813 $260K
Enterprise Financial Services Corp 0.11% Reduce -5.3% 2,810 $259K
Traveka Wealth, LLC 0.09% Reduce -2.7% 2,809 $259K
FAS Wealth Partners, Inc. 0.01% Add +0.3% 2,804 $259K
Stockman Wealth Management, Inc. 0.03% Reduce -3.5% 2,800 $258K
Norway Savings Bank 0.11% Reduce -12.6% 2,780 $257K
Second Line Capital, LLC 0.05% Reduce -7.3% 2,773 $256K
BWM Planning, LLC 0.06% New 2,772 $256K
TFR Capital, LLC. 0.07% Add +5.6% 2,769 $255K
Jacobi Capital Management LLC 0.01% Add +7.7% 2,767 $255K
Verdence Capital Advisors LLC 0.01% Reduce -7.0% 2,764 $255K
Plante Moran Financial Advisors, LLC 0.01% No change 2,764 $255K
W.H. Cornerstone Investments Inc. 0.14% Add +0.3% 2,732 $252K
Berger Financial Group, Inc 0.01% Reduce -0.6% 2,720 $251K
111 Capital 0.04% Reduce -28.6% 2,715 $251K
Davis Capital Management 0.15% Add +166.5% 2,713 $250K
Riversedge Advisors, LLC 0.03% New 2,709 $250K
Creative Financial Designs Inc. 0.01% Add +4.4% 2,704 $249K
Riverbend Wealth Management, LLC 0.13% Add +15.1% 2,698 $249K
Redhawk Wealth Advisors, Inc. 0.02% Reduce -1.5% 2,687 $248K
Grove Bank & Trust 0.02% No change 2,685 $248K
Dynamic Wealth Strategies, LLC 0.13% Add +65.2% 2,682 $247K
Lodestar Private Asset Management LLC 0.02% Add +0.0% 2,681 $247K
Stonebrook Private Inc. 0.05% Add +20.2% 2,679 $247K
Boyar Asset Management Inc. 0.14% Reduce -4.6% 2,675 $247K
Cache Advisors, LLC 0.02% No change 2,675 $247K
Oxinas Partners, LLC 0.10% Add +0.1% 2,672 $247K
Guyasuta Investment Advisors Inc. 0.01% Add +7.9% 2,668 $246K
O'Keefe Stevens Advisory, Inc. 0.05% No change 2,665 $246K
Convergence Financial, LLC 0.02% New 2,662 $246K
Leigh Baldwin & Co., LLC 0.13% Reduce -0.8% 2,660 $245K
Regent Peak Wealth Advisors LLC 0.05% Reduce -4.5% 2,657 $245K
Gerber Kawasaki Wealth & Investment Management 0.01% New 2,651 $245K
GTS Securities LLC 0.01% Reduce -76.7% 2,650 $245K
Greystone Financial Group, LLC 0.07% Reduce -13.6% 2,647 $244K
Broadleaf Partners, LLC 0.05% No change 2,640 $244K
Allied Investment Advisors, LLC 0.03% No change 2,639 $244K
TRUE Private Wealth Advisors 0.02% Reduce -0.3% 2,631 $243K
Birch Hill Investment Advisors LLC 0.01% New 2,630 $243K
Investment House LLC 0.01% No change 2,615 $241K
Linden Thomas Advisory Services, LLC 0.02% Add +1.2% 2,614 $241K
Asset Dedication, LLC 0.02% Reduce -14.4% 2,611 $241K
Transamerica Financial Advisors, LLC 0.02% Add +9.1% 2,606 $240K
MJP Associates Inc. 0.03% Reduce -6.2% 2,603 $240K
Knuff & Co LLC 0.06% Add +271.4% 2,600 $240K
Olistico Wealth, LLC 0.10% Add +0.0% 2,599 $240K
Grandfield & Dodd, LLC 0.01% Add +4.4% 2,589 $239K
Burns Matteson Capital Management, LLC 0.08% Reduce -41.4% 2,588 $239K
Almanack Investment Partners, LLC. 0.03% Add +2.0% 2,586 $239K
Wimmer Associates 1, LLC 0.11% Reduce -11.2% 2,585 $239K
SMART Wealth LLC 0.05% Reduce -70.5% 2,584 $238K
Summit Financial Wealth Advisors, LLC 0.03% Add +1.9% 2,581 $238K
Cornell Pochily Investment Advisors, Inc. 0.06% Add +2.9% 2,580 $238K
Prospera Capital Management, LLC 0.07% Add +0.3% 2,358 $237K
D'Orazio & Associates, Inc. 0.03% Reduce -2.2% 2,570 $237K
Simon Quick Advisors, LLC 0.01% Reduce -5.6% 2,565 $237K
Five Oceans Advisors 0.08% Reduce -0.3% 2,556 $236K
Wood Tarver Financial Group, LLC 0.06% Add +0.2% 2,543 $234K
Chilton Capital Management LLC 0.01% Reduce -18.4% 2,534 $234K
Bond & Devick Financial Network, Inc. 0.06% No change 2,533 $234K
Strategic Blueprint, LLC 0.01% Reduce -3.1% 2,531 $234K
Elevation Wealth Partners, LLC 0.07% Reduce -1.6% 2,531 $233K
L. Roy Papp & Associates, LLP 0.02% Add +0.1% 2,528 $233K
Northside Capital Management, LLC 0.02% No change 2,506 $231K
Hennessy Advisors Inc. 0.01% No change 2,500 $231K
Clearwave Capital, LLC 0.13% Reduce -37.7% 2,483 $229K
Private Advisory Group LLC 0.01% New 2,482 $229K
Laurion Capital Management LP 0.02% Reduce -92.6% 2,471 $228K
Capital Investment Management, Inc. 0.07% Reduce -0.1% 2,461 $227K
NBZ Investment Advisors LLC 0.09% Add +0.4% 2,455 $227K
D.B. Root & Company, LLC 0.05% Reduce -0.3% 2,439 $225K
Silverlake Wealth Management LLC 0.04% Add +0.1% 2,436 $225K
Douglass Winthrop Advisors, LLC 0.00% No change 2,433 $224K
NINE MASTS CAPITAL Ltd 0.03% Add +129.0% 2,423 $224K
Balefire, LLC 0.04% Add +0.9% 2,408 $222K
Stock Yards Bank & Trust Co. 0.01% Add +2.8% 2,408 $222K
Marest Capital, LLC 0.11% New 2,398 $221K
Banco BTG Pactual S.A. 0.03% New 2,397 $221K
Stevens Capital Partners 0.04% New 2,397 $221K
MQS Management LLC 0.27% New 2,395 $221K
ZWJ Investment Counsel Inc. 0.01% Add +0.0% 2,387 $220K
Segment Wealth Management, LLC 0.01% Reduce -3.6% 2,376 $219K
Pine Harbor Wealth Management, LLC 0.06% No change 2,364 $218K
GW&K Investment Management, LLC 0.00% Reduce -9.1% 2,361 $218K
Liberty Wealth Management LLC 0.03% No change 2,320 $218K
Corundum Group, Inc. 0.06% Add +8.5% 2,360 $218K
Capital International Sarl 0.00% Reduce -9.6% 2,359 $218K
Sather Financial Group Inc 0.01% Reduce -22.1% 2,351 $217K
Cherry Creek Investment Advisors, Inc. 0.09% Add +0.1% 2,349 $217K
Manchester Capital Management LLC 0.03% Reduce -5.6% 2,341 $216K
Schneider Downs Wealth Management Advisors, LP 0.02% Add +1.8% 2,339 $216K
McLean Asset Management Corp 0.03% New 2,050 $216K
Whalen Wealth Management Inc. 0.10% New 2,329 $215K
J.M. Arbour, LLC 0.18% Add +0.9% 2,324 $214K
Cardiff Park Advisors, LLC 0.02% Add +0.1% 2,320 $214K
LeConte Wealth Management, LLC 0.12% Add +3.4% 2,310 $213K
Morling Financial Advisors, LLC 0.06% Add +0.2% 2,305 $213K
FourThought Financial Partners, LLC 0.02% New 2,302 $212K
Jacobsen Capital Management 0.06% Reduce -1.7% 2,297 $212K
Bellwether Advisors, LLC 0.03% Reduce -3.5% 2,288 $211K
SOA Wealth Advisors, LLC. 0.04% Reduce -13.2% 2,283 $211K
Ignite Planners, LLC 0.03% Reduce -1.6% 2,283 $211K
Three Bridge Wealth Advisors, LLC 0.05% No change 2,274 $210K
Midwest Financial Group LLC 0.07% New 2,266 $209K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Add +2.1% 2,256 $208K
Ewa, LLC 0.04% Reduce -14.0% 2,256 $208K
Fell Capital Management 0.17% No change 2,250 $208K
WestHill Financial Advisors, Inc. 0.04% Reduce -16.2% 2,250 $208K
New Covenant Trust Company, N.A. 0.16% New 2,239 $207K
BankPlus Trust Department 0.05% No change 2,234 $206K
Vanguard National Trust Co 0.01% Reduce -6.0% 2,233 $206K
Main Street Financial Solutions, LLC 0.01% Reduce -12.4% 2,232 $206K
Tumwater Wealth Management, LLC 0.07% No change 2,228 $206K
Asset Management Group, Inc. 0.03% Reduce -3.1% 2,225 $205K
Teamwork Financial Advisors, LLC 0.02% No change 2,223 $205K
WorthPointe, LLC 0.05% Reduce -0.1% 2,212 $204K
Safeguard Investment Advisory Group, LLC 0.05% Add +0.2% 2,208 $204K
Aspire Capital Advisors LLC 0.04% Add +0.3% 2,207 $204K
Granite Harbor Advisors, Inc. 0.08% Add +0.4% 2,207 $204K
Rydar Equities, Inc. 0.11% New 2,015 $204K
Grey Fox Wealth Advisors, LLC 0.03% Add +0.3% 2,204 $203K
Mach-1 Financial Group, LLC 0.08% Reduce -81.0% 2,202 $203K
CTC Alternative Strategies, Ltd. 0.29% New 2,200 $203K
Meyer Handelman Co. 0.01% No change 2,200 $203K
Flagship Harbor Advisors, LLC 0.01% Reduce -15.4% 2,198 $203K
Blue Edge Capital, LLC 0.02% No change 2,198 $203K
First Financial Bankshares Inc 0.00% Reduce -3.8% 2,186 $202K
Revolve Wealth Partners, LLC 0.02% Reduce -0.4% 2,171 $200K
R. W. Roge & Company, Inc. 0.08% No change 2,170 $200K
Birchbrook, Inc. 0.09% No change 2,167 $200K
Hendershot Investments Inc. 0.03% No change 2,165 $200K
LRI Investments, LLC 0.02% Reduce -53.6% 2,158 $199K
Gilpin Wealth Management, LLC 0.14% Reduce -1.6% 2,146 $198K
Ceeto Capital Group, LLC 0.05% No change 2,125 $196K
SBI Securities Co., Ltd. 0.00% Reduce -5.1% 2,101 $194K
TrustBank 0.07% Reduce -6.7% 2,088 $193K
Evelyn Partners Group Ltd 0.00% — 2,047 $189K
Principia Wealth Advisory, LLC 0.09% Reduce -3.4% 2,019 $186K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Reduce -2.8% 1,974 $182K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Reduce -13.9% 1,957 $181K
Medallion Wealth Advisors, LLC 0.06% Reduce -11.2% 1,957 $180K
Ulland Investment Advisors, LLC 0.13% No change 1,936 $179K
Bruce G. Allen Investments, LLC 0.10% Reduce -0.1% 1,784 $165K
Aberdeen Wealth Management LLC 0.08% Reduce -59.3% 1,771 $163K
Rossby Financial, LCC 0.03% Add +31.2% 1,744 $161K
Hartford Financial Management Inc. 0.04% No change 1,742 $161K
Eurizon SLJ Capital Ltd 0.06% No change 1,726 $159K
Toth Financial Advisory Corp. 0.02% Reduce -89.3% 1,720 $159K
Longview Financial Advisors LLC 0.08% Add +0.1% 1,706 $157K
Tower View Wealth Management LLC 0.07% Reduce -15.0% 1,700 $157K
Pflug Koory, LLC 0.06% No change 1,662 $153K
SRH Advisors, LLC 0.04% No change 1,655 $153K
Rexford Capital Inc. 0.09% No change 1,651 $152K
Ares Financial Consulting, LLC 0.11% Add +1.6% 1,631 $151K
Bell Investment Advisors, Inc 0.02% Reduce -6.8% 1,597 $147K
Aster Capital Management (DIFC) Ltd 0.03% New 1,587 $146K
Truvestments Capital LLC 0.02% Reduce -27.0% 1,550 $143K
MTM Investment Management, LLC 0.04% No change 1,545 $143K
MV Capital Management, Inc. 0.01% Add +2.1% 1,534 $142K
City State Bank 0.03% Add +0.7% 1,526 $141K
Riverview Trust Co 0.17% No change 1,524 $141K
Corsicana & Co. 0.07% No change 1,500 $138K
YANKCOM Partnership 0.05% Reduce -1.6% 1,440 $133K
Northwest & Ethical Investments L.P. 0.00% Reduce -87.9% 1,455 $132K
Barrett & Company, Inc. 0.04% Reduce -7.1% 1,407 $130K
Fiduciary Financial Advisors 0.01% New 1,389 $127K
Crewe Advisors LLC 0.01% Add +18.3% 1,371 $126K
ZEGA Investments, LLC 0.02% Add +0.1% 1,362 $126K
Asset Planning,Inc 0.08% Add +0.1% 1,349 $124K
DT Investment Partners, LLC 0.01% No change 1,348 $124K
EFG International AG 0.00% Add +17.8% 1,340 $124K
Virtus Advisers, LLC 0.05% Reduce -4.0% 1,320 $122K
Wilkerson Advisory Group LLC 0.04% Reduce -4.0% 1,295 $120K
Proathlete Wealth Management LLC 0.03% Add +0.2% 1,267 $117K
Indiana Trust & Investment Management Co 0.03% No change 1,267 $117K
Farmers & Merchants Investments Inc. 0.00% No change 1,264 $117K
Community Bank, N.A. 0.01% Add +36.2% 1,250 $115K
Crews Bank & Trust 0.01% Add +3.9% 1,221 $113K
Cranbrook Wealth Management, LLC 0.02% Reduce -20.5% 1,220 $113K
Sherman Asset Management, Inc. 0.09% No change 1,214 $112K
Essential Partners LLC 0.05% Reduce -62.0% 1,209 $112K
Richards, Merrill & Peterson, Inc. 0.04% No change 1,202 $111K
Pension & Wealth Management Advisors, Inc. 0.03% Add +15.2% 1,192 $110K
Concord Wealth Partners 0.01% New 1,186 $109K
Harbor Investment Advisory, LLC 0.01% No change 1,178 $109K
Abound Financial, LLC 0.04% No change 1,173 $108K
Synergy Investment Management, LLC 0.03% Add +23.5% 1,136 $108K
Atlatl Advisers LLC 0.03% New 1,170 $108K
First Command Advisory Services, Inc. 0.00% Add +22.3% 1,159 $107K
Silver Grove Financial Group, Inc. 0.06% New 1,151 $106K
Entrust Financial LLC 0.07% Add +0.1% 1,139 $105K
Adkins Seale Capital Management LLC 0.09% No change 1,130 $104K
Graney & King, LLC 0.04% No change 1,129 $104K
Leo H. Evart, Inc. 0.08% Add +0.4% 1,127 $104K
First Bancorp, Inc 0.04% New 1,125 $104K
Security National Bank of So Dak 0.05% New 1,105 $102K
Eastern Bank 0.00% Reduce -29.0% 1,096 $101K
Fortitude Family Office, LLC 0.02% Add +49.5% 1,079 $100K
Covestor Ltd 0.06% Reduce -7.0% 1,058 $98K
Capital Advisors, Ltd. LLC 0.01% No change 1,067 $98K
Westside Investment Management, Inc. 0.01% No change 1,056 $97K
Lavaca Capital LLC 0.01% Add +0.4% 1,043 $96K
Darwin Wealth Management, LLC 0.03% Add +0.1% 1,040 $96K
Center for Financial Planning, Inc. 0.01% No change 1,020 $94K
Toews Corp. 0.01% New 1,000 $92K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 1,000 $92K
VSM Wealth Advisory, LLC 0.02% Add +0.2% 988 $91K
Golden State Wealth Management, LLC 0.01% Add +32.8% 936 $86K
Catalyst Capital Advisors LLC 0.00% Reduce -1.7% 935 $86K
Align Financial, LLC 0.04% No change 931 $86K
Keb Asset Management, LLC 0.01% New 917 $85K
Highline Wealth Partners LLC 0.02% Add +119.4% 895 $83K
Cornerstone Planning Group LLC 0.01% Reduce -3.4% 796 $80K
Buck Wealth Strategies, LLC 0.01% New 835 $77K
Hollencrest Capital Management 0.00% No change 810 $75K
Beaird Harris Wealth Management, LLC 0.00% Add +99.0% 802 $74K
Signature Equity Partners, LLC 0.03% Reduce -13.2% 782 $72K
CoreFirst Bank & Trust 0.04% Reduce -9.3% 782 $72K
Signature Resources Capital Management, LLC 0.03% No change 781 $72K
Strategic Wealth Advisors LLC 0.06% No change 720 $71K
Harbor Asset Planning, Inc. 0.05% Add +0.4% 767 $71K
Disciplina Capital Management LLC 0.01% Add +0.4% 766 $71K
GGM Financial LLC 0.03% No change 747 $69K
Credit Industriel Et Commercial 0.01% Add +17.8% 742 $68K
SHP Wealth Management 0.00% Reduce -24.3% 727 $67K
Godfrey Financial Associates, Inc. 0.05% No change 719 $66K
KERR FINANCIAL PLANNING Corp 0.07% Add +0.3% 719 $66K
Hilltop National Bank 0.01% Reduce -81.4% 715 $66K
Persistent Asset Partners Ltd 0.02% New 711 $66K
Ankerstar Wealth, LLC 0.05% Add +27.2% 701 $65K
Field & Main Bank 0.01% No change 700 $65K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.20% Reduce -65.1% 692 $64K
Private Wealth Asset Management, LLC 0.01% No change 685 $63K
Quantum Portfolio Management LLC 0.02% New 667 $62K
Millstone Evans Group, LLC 0.03% Reduce -39.8% 659 $61K
One River Asset Management, LLC 0.29% Reduce -21.0% 652 $60K
Monetary Management Group Inc. 0.01% No change 650 $60K
West Paces Advisors Inc. 0.01% New 645 $60K
Index Technologies Group LLC 0.05% New 637 $59K
Kemnay Advisory Services Inc. 0.01% Add +12.7% 629 $58K
Financial Life Planners 0.04% Add +0.3% 627 $58K
Owl Creek Wealth Partners LLC 0.02% No change 626 $58K
Tradewinds Capital Management, LLC 0.01% Add +0.2% 623 $57K
Cedar Mountain Advisors, LLC 0.01% Add +0.2% 617 $57K
Westfuller Advisors, LLC 0.02% Reduce -5.8% 605 $56K
Hughes Financial Services, LLC 0.01% Add +12.4% 605 $56K
Glass Jacobson Investment Advisors llc 0.02% Add +20.2% 602 $56K
Gould Capital, LLC 0.03% No change 600 $55K
North Star Investment Management Corp. 0.00% Reduce -5.1% 594 $55K
Wiser Advisor Group LLC 0.06% Add +4.9% 577 $53K
Roble, Belko & Company, Inc 0.01% Reduce -32.4% 575 $53K
Delta Asset Management LLC 0.00% Reduce -15.0% 566 $52K
Carolina Wealth Advisors, LLC 0.02% No change 565 $52K
Estabrook Capital Management 0.01% Add +9.7% 565 $52K
True Wealth Design, LLC 0.01% Add +19.1% 560 $52K
Clark Wealth Partners 0.03% Reduce -0.2% 552 $51K
WPG Advisers, LLC 0.03% Reduce -3.0% 545 $50K
Fairscale Capital, LLC 0.03% No change 544 $50K
Gen-Wealth Partners Inc 0.01% No change 518 $48K
Nvwm, LLC 0.01% No change 515 $48K
StrongBox Wealth, LLC 0.01% New 508 $47K
Focused Wealth Management, Inc 0.00% New 507 $47K
Valley Wealth Managers, Inc. 0.00% No change 500 $46K
Country Trust Bank 0.00% Reduce -2.4% 497 $46K
Trust Co 0.00% Add +5.3% 492 $45K
Duncker Streett & Co. Inc. 0.01% Reduce -9.6% 488 $45K
Investors Research Corp 0.01% Reduce -16.5% 487 $45K
Private Wealth Management Group, LLC 0.01% Add +45.3% 481 $44K
Key Financial Inc 0.01% Reduce -16.3% 476 $44K
Boreal Capital Management LLC 0.04% No change 475 $44K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +110.3% 469 $43K
First PREMIER Bank 0.01% No change 450 $42K
Loomis Sayles & Co. L P 0.00% Add +64.3% 455 $42K
Washington Trust Advisors, Inc. 0.00% Add +118.0% 447 $41K
Mowery & Schoenfeld Wealth Management, LLC 0.06% No change 447 $41K
Bayban 0.03% Reduce -23.2% 443 $41K
Caldwell Sutter Capital, Inc. 0.02% Reduce -10.3% 436 $40K
Murphy & Mullick Capital Management Corp 0.02% No change 435 $40K
Seneschal Advisors, LLC 0.03% Add +0.2% 431 $40K
J.Safra Asset Management Corp 0.00% Reduce -44.5% 425 $39K
First Financial Corp. 0.01% Reduce -11.6% 418 $39K
Bullock Wealth Management Group 0.02% Reduce -2.7% 397 $38K
NCP Inc. 0.05% Add +163.2% 400 $37K
Accordant Advisory Group Inc 0.02% Reduce -20.0% 400 $37K
CGC Financial Services, LLC 0.01% No change 400 $37K
IAG Wealth Partners, LLC 0.00% No change 400 $37K
American Capital Advisory, LLC 0.01% No change 395 $36K
JPL Wealth Management, LLC 0.01% Add +6.2% 393 $36K
Raffa Wealth Management, LLC 0.00% Add +10.1% 383 $35K
Summit Securities Group LLC 0.01% Add +37.8% 379 $35K
Towne Trust Company, N.A 0.01% No change 366 $34K
Bogart Wealth, LLC 0.00% Reduce -4.8% 359 $33K
Axxion S.A. 0.00% — 358 $33K
Main Street Group, LTD 0.01% No change 352 $32K
Beacon Investment Advisory Services, Inc. 0.00% Add +8.0% 350 $32K
Glen Eagle Advisors, LLC 0.00% Add +6.4% 347 $32K
Valued Wealth Advisors LLC 0.01% Reduce -26.0% 345 $32K
Byrne Asset Management LLC 0.02% Reduce -31.8% 344 $32K
Frazier Financial Advisors, LLC 0.02% Add +25.7% 342 $32K
Fourth Dimension Wealth, LLC 0.01% Add +71.0% 342 $32K
Steph & Co. 0.01% Reduce -33.2% 336 $31K
NORTHSTAR ASSET MANAGEMENT Co 0.01% New 300 $31K
Aventus Investment Advisors, Inc. 0.02% No change 330 $30K
Avion Wealth 0.01% Add +8.8% 333 $30K
Meeder Asset Management Inc. 0.00% Add +17.3% 325 $30K
Physician Wealth Advisors, Inc. 0.00% Reduce -45.1% 323 $30K
Albion Financial Group 0.00% Reduce -3.1% 310 $29K
Prestige Wealth Management Group LLC 0.01% Add +49.3% 306 $28K
Battery Global Advisors, LLC 0.01% Add +0.3% 304 $28K
Stone House Investment Management, LLC 0.00% Add +0.7% 300 $28K
Princeton Global Asset Management LLC 0.00% Add +6.1% 296 $27K
Bellevue Asset Management, LLC 0.01% Add +0.3% 295 $27K
Compass Financial Management LLC 0.00% — 293 $27K
Dogwood Wealth Management LLC 0.01% Reduce -16.1% 293 $27K
Beacon Financial Strategies CORP 0.01% No change 292 $27K
GoalVest Advisory LLC 0.00% Add +1.8% 285 $26K
Park Place Capital Corp 0.00% Reduce -1.4% 281 $26K
Arlington Trust Co LLC 0.00% No change 274 $25K
CKW Financial Group 0.00% New 256 $25K
Joseph Group Capital Management 0.01% Reduce -10.1% 267 $25K
Robinswood Financial LLC 0.01% Add +0.4% 264 $24K
MPWM Advisory Solutions, LLC 0.01% No change 263 $24K
Logan Capital Management Inc. 0.00% — 256 $24K
Vision Financial Markets LLC 0.02% No change 244 $23K
Gables Capital Management Inc. 0.01% No change 249 $23K
Guardian Partners Inc. 0.00% New 243 $22K
Bay Harbor Wealth Management, LLC 0.01% Add +11.5% 242 $22K
TD Capital Management LLC 0.00% Reduce -48.5% 239 $22K
LFA - Lugano Financial Advisors SA 0.01% No change 235 $22K
Roxbury Financial LLC 0.02% No change 228 $21K
Pin Oak Investment Advisors Inc. 0.01% Add +2.2% 229 $21K
Hurley Capital, LLC 0.01% Add +0.4% 227 $21K
BOK Financial Private Wealth, Inc. 0.00% Add +98.3% 226 $21K
Mascoma Wealth Management LLC 0.00% Add +0.5% 218 $20K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -8.9% 215 $20K
Salomon & Ludwin, LLC 0.00% Reduce -5.1% 204 $20K
Cornerstone Financial Management LLC 0.02% Add +26.4% 211 $19K
Front Row Advisors LLC 0.01% No change 180 $19K
Piscataqua Savings Bank 0.01% Reduce -19.5% 207 $19K
Osbon Capital Management LLC 0.01% Add +102.0% 206 $19K
Vermillion Wealth Management, Inc. 0.00% Reduce -34.4% 200 $18K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 200 $18K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -13.3% 195 $18K
Bare Financial Services, Inc 0.00% Add +69.3% 193 $18K
Sunrise Financial Services, LLC 0.01% Reduce -28.1% 192 $18K
Manning & Napier Advisors LLC 0.00% Reduce -14.9% 194 $18K
Financial Network Wealth Advisors LLC 0.02% Add +18.0% 190 $18K
S&T Bank 0.01% Reduce -20.7% 188 $17K
Kingdom Financial Group LLC. 0.00% Add +61.4% 184 $17K
Horizon Financial Services, LLC 0.01% Reduce -14.9% 182 $17K
Optiver Holding B.V. 0.00% New 180 $17K
Acumen Wealth Advisors, LLC 0.00% Reduce -75.0% 176 $16K
Trifecta Capital Advisors, LLC 0.00% Add +2.3% 175 $16K
Nova Wealth Management, Inc. 0.01% Add +130.3% 175 $16K
Coston, McIsaac & Partners 0.00% Add +0.6% 183 $16K
Matrix Trust Co 0.00% Add +929.4% 175 $16K
First United Bank & Trust 0.00% Add +86.0% 173 $16K
Sittner & Nelson, LLC 0.00% Reduce -5.6% 168 $16K
Kings Path Partners LLC 0.00% New 167 $15K
Adirondack Trust Co. 0.00% No change 165 $15K
Global Trust Asset Management, LLC 0.00% No change 164 $15K
Markowski Investments 0.00% — 153 $14K
Hoese & Co LLP 0.01% Reduce -56.8% 152 $14K
Tanglewood Legacy Advisors, LLC 0.00% New 150 $14K
Aventura Private Wealth, LLC 0.00% No change 147 $14K
Bravera Wealth 0.01% No change 147 $14K
Harborfront Financial Group LLC 0.05% — 146 $13K
New England Capital Financial Advisors LLC 0.00% Add +0.7% 145 $13K
Dunhill Financial, LLC 0.00% Reduce -36.7% 143 $13K
American National Bank & Trust 0.00% Add +58.9% 143 $13K
Ascentis Independent Advisors 0.04% Reduce -99.6% 141 $13K
Penserra Capital Management LLC 0.00% No change 147 $13K
Nemes Rush Group LLC 0.00% No change 128 $12K
Imprint Wealth LLC 0.05% No change 128 $12K
First Pacific Financial 0.00% Add +693.8% 127 $12K
Rialto Wealth Management, LLC 0.00% Add +47.6% 124 $11K
HighMark Wealth Management LLC 0.00% Reduce -19.7% 122 $11K
Consultiva Wealth Management, Corp. 0.03% No change 121 $11K
High Note Wealth, LLC 0.00% Reduce -29.6% 121 $11K
Icon Advisers Inc. 0.00% New 120 $11K
Foster Dykema Cabot & Partners, LLC 0.00% Add +625.0% 116 $11K
Creative Capital Management Investments LLC 0.00% New 112 $10K
Contravisory Investment Management, Inc. 0.00% No change 112 $10K
Gleason Group, Inc. 0.00% New 108 $10K
NFSG Corp 0.00% Reduce -69.8% 108 $10K
Abound Wealth Management 0.00% Reduce -67.5% 107 $10K
Pacifica Partners Inc. 0.00% Reduce -91.3% 101 $10K
Evolution Wealth Management Inc. 0.01% Reduce -20.0% 104 $10K
Monetary Solutions, Ltd 0.01% No change 100 $9K
Sfam, LLC 0.01% No change 100 $9K
Miller Wealth Advisors, LLC 0.00% No change 100 $9K
Avalon Trust Co 0.00% No change 100 $9K
Kilter Group LLC 0.00% Reduce -3.9% 99 $9K
Planning Strategies Inc. 0.01% — 98 $9K
Activest Wealth Management 0.00% Reduce -83.7% 96 $9K
Centennial Bank 0.00% No change 92 $8K
IMG Wealth Management, Inc. 0.00% Reduce -62.4% 91 $8K
Reyes Financial Architecture, Inc. 0.00% No change 90 $8K
TFC Financial Management, Inc. 0.00% Add +14.3% 88 $8K
Marquette Asset Management, LLC 0.00% Add +38.7% 86 $8K
Raleigh Capital Management Inc. 0.00% Reduce -25.9% 83 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 83 $8K
Centerpoint Advisors, LLC 0.00% No change 77 $7K
United Financial Planning Group LLC 0.00% No change 75 $7K
Winch Advisory Services, LLC 0.00% No change 84 $7K
Holos Integrated Wealth LLC 0.00% No change 65 $7K
Orion Capital Management LLC 0.00% No change 71 $7K
Hilton Head Capital Partners, LLC 0.00% No change 69 $6K
Retirement Wealth Solutions LLC 0.00% Reduce -30.6% 68 $6K
Ameriflex Group, Inc. 0.00% Add +1500.0% 64 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 62 $6K
McGuire Capital Advisors Inc. 0.00% Reduce -59.1% 58 $5K
Torren Management, LLC 0.00% No change 57 $5K
Burk Holdings LLC 0.00% Reduce -36.7% 57 $5K
1 North Wealth Services LLC 0.00% No change 57 $5K
WestEnd Advisors, LLC 0.00% Add +3.6% 57 $5K
Nvest Wealth Strategies, Inc. 0.00% Reduce -9.8% 55 $5K
Tidemark, LLC 0.00% Reduce -14.1% 55 $5K
Paladin Advisory Group, LLC 0.00% No change 52 $5K
1015 Capital Partners, LLC 0.00% Reduce -3.9% 49 $5K
LifeSteps Financial, Inc. 0.00% New 46 $4K
ROSS\JOHNSON & Associates LLC 0.06% Add +4.8% 44 $4K
Tounjian Advisory Partners, LLC 0.00% New 44 $4K
HFM Investment Advisors, LLC 0.00% Add +83.3% 44 $4K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -72.4% 53 $4K
CBIZ Investment Advisory Services, LLC 0.00% No change 42 $4K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 40 $4K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% New 40 $4K
Hoey Investments, Inc. 0.00% No change 39 $4K
Benson Wealth Management INC 0.00% No change 35 $3K
Minot DeBlois Advisors LLC 0.00% No change 35 $3K
PayPay Securities Corp 0.08% No change 34 $3K
Marshall Investment Management, LLC 0.00% New 34 $3K
1620 Investment Advisors, Inc. 0.00% No change 33 $3K
Lloyd Advisory Services, LLC. 0.00% Reduce -71.0% 33 $3K
Provenance Wealth Advisors, LLC 0.00% New 32 $3K
PlanVest Financial, Inc 0.00% No change 30 $3K
Elevated Capital Advisors, LLC 0.00% No change 30 $3K
Richard W. Paul & Associates, LLC 0.00% No change 30 $3K
DecisionPoint Financial, LLC 0.00% Add +64.7% 28 $3K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 27 $2K
Vision Retirement, LLC 0.00% No change 27 $2K
Fairman Group, LLC 0.00% No change 23 $2K
Oakmont Advisory Group, LLC 0.00% New 21 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 20 $2K
Spectrum Wealth Advisory Group, LLC 0.00% New 20 $2K
Whipplewood Advisors, LLC 0.00% Reduce -91.3% 20 $2K
Strengthening Families & Communities, LLC 0.00% New 20 $2K
Quarry LP 0.00% Reduce -98.3% 20 $2K
Aspect Partners, LLC 0.00% No change 19 $2K
Key Capital Management, INC 0.00% Reduce -52.5% 19 $2K
Decker Retirement Planning Inc. 0.00% New 17 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 16 $1K
Copia Wealth Management 0.00% New 14 $1K
Register Financial Advisors LLC 0.00% Reduce -73.5% 13 $1K
Mosley Wealth Management 0.00% New 13 $1K
Basepoint Wealth LLC 0.00% No change 12 $1K
Phillip James Consulting Co. 0.00% No change 12 $1K
Southern Michigan Bank & Trust 0.00% No change 11 $1K
Morton Brown Family Wealth, LLC 0.00% New 11 $1K
Navigoe, LLC 0.00% New 13 $1K
Atlantic Private Wealth, LLC 0.00% No change 10 $925
Downshift Financial, LLC 0.00% New 10 $923
Mechanics Financial Corp 0.00% New 10 $923
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.9% 8 $738
NorthAvenue LLC 0.00% No change 7 $646
Redwood Park Advisors LLC 0.00% Reduce -63.6% 4 $370
Maryland Capital Advisors Inc. 0.00% — 4 $370
Rakuten Securities, Inc. 0.00% Add +33.3% 4 $369
Y.D. More Investments Ltd 0.00% Reduce -1.4% 1,052 $326
Cordant, Inc. 0.00% New 3 $311
LM Advisors LLC 0.00% Add +934.7% 3,280 $297
Strive Financial Group ,LLC 0.00% New 3 $277
Financially Speaking Inc 0.00% No change 1 $94
Midwest Capital Advisors, LLC 0.00% New 1 $93
Freestone Grove Partners LP 0.00% Reduce -100.0% 1 $92
Napier Financial, LLC 0.00% Reduce -99.5% 1 $92

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