Unitedhealth GroupUNH

13F holders, Q1 2024 (March 31)
3,382holders
18famous investors
$494.60avg. 13F price*

At the end of Q1 2024, 3,382 institutions reported holding Unitedhealth Group Inc. (UNH) in their 13F filings. The largest holders were Vanguard Group Inc. ($41.8B), BlackRock Inc. ($36.4B) and State Street Corp. ($22.6B). 18 famous investors held it, including Jeremy Grantham (3.3% of GMO's portfolio), Andreas Halvorsen (2.5% of Viking Global Investors's portfolio) and David Tepper (1.5% of Appaloosa's portfolio).

Company
Unitedhealth Group Inc.
Sector
Health Care
CUSIP
91324P102
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 3,382Q1 2024Q2 2024: 3,403Q2 2024Q3 2024: 3,474Q3 2024Q4 2024: 3,681Q4 2024Q1 2025: 3,613Q1 2025Q2 2025: 3,184Q2 2025Q3 2025: 3,167Q3 2025Q4 2025: 3,312Q4 2025Q1 2026: 3,052Q1 2026Q2 2026: 3,392Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions127$968.8M
Exits164$1.7B

Ownership 3,382 holders

Vanguard Group Inc. 0.83% Add +0.7% 84,405,255 $41.8B
BlackRock Inc. 0.85% Add +1.8% 73,670,533 $36.4B
State Street Corp. 1.01% Add +0.4% 45,699,253 $22.6B
FMR LLC 1.19% Reduce -14.5% 35,668,357 $17.6B
Capital World Investors 2.32% Reduce -1.9% 28,321,829 $14.0B
T. Rowe Price Associates Inc. 1.58% Add +0.4% 26,062,928 $12.9B
Wellington Management Group LLP 2.13% Reduce -0.5% 24,283,224 $12.0B
JPMorgan Chase & Co. 1.05% Reduce -0.5% 23,840,608 $11.8B
Morgan Stanley 0.80% Add +20.3% 20,189,832 $10.0B
Geode Capital Management, LLC 0.86% Add +4.0% 18,944,660 $9.3B
Capital Research Global Investors 1.47% Reduce -13.0% 13,154,482 $6.5B
Norges Bank 0.94% Add +8.8% 11,991,964 $5.9B
Capital International Investors 1.15% Reduce -3.0% 11,504,601 $5.7B
Alliancebernstein L.P. 1.82% Reduce -13.2% 10,414,943 $5.2B
Bank of America Corp. 0.46% Reduce -14.9% 9,447,153 $4.7B
Northern Trust Corp. 0.79% Reduce -3.8% 9,210,367 $4.6B
Royal Bank of Canada 1.07% Reduce -11.8% 8,859,777 $4.4B
Wells Fargo & Company 1.06% Reduce -0.3% 8,065,354 $4.0B
Bank of New York Mellon Corp 0.76% Reduce -3.5% 8,004,068 $4.0B
Franklin Resources Inc. 1.18% Add +59.1% 7,475,437 $3.7B
Nuveen Asset Management, LLC 1.07% Reduce -0.7% 7,263,074 $3.6B
Legal & General Group Plc 0.96% Reduce -0.6% 6,765,833 $3.3B
Charles Schwab Investment Management Inc. 0.72% Add +6.6% 6,379,033 $3.1B
Goldman Sachs Group Inc. 0.57% Reduce -3.1% 5,435,891 $2.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.96% Reduce -7.0% 5,434,296 $2.7B
Invesco Ltd. 0.57% Add +16.4% 5,341,081 $2.6B
Janus Henderson Group PLC 1.43% Reduce -5.7% 5,316,669 $2.6B
Clearbridge Investments, LLC 2.06% Reduce -8.5% 5,253,797 $2.6B
Sanders Capital, LLC 4.15% Add +1.3% 5,030,338 $2.5B
UBS Group AG 0.78% Add +25.6% 4,797,695 $2.4B
T. Rowe Price Investment Management, Inc. 1.37% Add +6.8% 4,520,902 $2.2B
Deutsche Bank AG 0.94% Add +13.0% 4,101,711 $2.0B
Dodge & Cox 1.14% Add +15.8% 3,946,005 $2.0B
Barclays PLC 0.87% Add +13.1% 3,892,315 $1.9B
Ameriprise Financial Inc. 0.51% Add +2.5% 3,751,338 $1.9B
Jennison Associates LLC 1.23% Add +2.4% 3,704,770 $1.8B
Amundi 0.70% Reduce -12.4% 3,291,393 $1.6B
American Century Companies Inc. 0.94% Reduce -6.6% 3,013,731 $1.5B
California Public Employees Retirement System 1.03% Reduce -3.8% 2,975,046 $1.5B
Fisher Asset Management 0.69% Add +3.5% 2,972,467 $1.5B
Dimensional Fund Advisors LP 0.39% Add +16.0% 2,936,071 $1.5B
Swiss National Bank 0.96% Reduce -4.4% 2,769,861 $1.4B
Sumitomo Mitsui Trust Group, Inc. 0.92% Reduce -0.1% 2,721,379 $1.3B
HSBC Holdings PLC 0.93% Add +11.3% 2,642,238 $1.3B
Canada Pension Plan Investment Board 1.37% Reduce -1.7% 2,625,288 $1.3B
Credit Suisse AG/ 1.20% Reduce -1.4% 2,525,461 $1.2B
Polen Capital Management LLC 2.74% Reduce -1.7% 2,393,781 $1.2B
Manufacturers Life Insurance Company, The 1.09% Add +16.6% 2,373,428 $1.2B
Bank of Montreal 0.36% Reduce -1.3% 2,255,550 $1.1B
Mitsubishi UFJ Asset Management Co., Ltd. 1.58% Add +107.8% 2,306,729 $1.1B
Swedbank AB 1.58% Add +19.5% 2,258,867 $1.1B
Mawer Investment Management Ltd. 4.99% Add +6.4% 2,174,801 $1.1B
Arrowstreet Capital, Limited Partnership 0.99% Add +30.4% 2,166,179 $1.1B
Lazard Asset Management LLC 1.33% Reduce -3.0% 2,048,594 $1.0B
Envestnet Asset Management Inc. 0.37% Reduce -1.0% 1,998,822 $988.8M
Fiera Capital Corp 2.87% Reduce -2.3% 1,990,278 $984.6M
TD Asset Management Inc 0.91% Reduce -32.2% 1,980,635 $979.8M
Sustainable Growth Advisers, LP 4.05% Add +18.4% 1,955,078 $967.2M
Veritas Asset Management LLP 6.53% Add +20.5% 1,820,825 $900.8M
Orbis Allan Gray Ltd 5.37% Add +52.8% 1,811,859 $896.3M
GMO 3.26% Add +14.0% 1,811,317 $896.1M
Rhumbline Advisers 0.84% Add +1.0% 1,758,293 $869.8M
Raymond James & Associates 0.59% Reduce -4.4% 1,755,790 $868.6M
Stifel Financial Corp. 0.97% Add +0.6% 1,722,057 $852.0M
First Manhattan Co. Llc. 2.75% Reduce -0.8% 1,711,813 $846.8M
Farallon Capital Management, L.L.C. 5.06% Add +41.5% 1,701,410 $841.7M
Bessemer Group Inc. 1.52% Add +14.6% 1,701,177 $841.6M
Nordea Investment Management AB 0.98% Reduce -7.5% 1,681,804 $828.7M
Ensign Peak Advisors, Inc 1.48% Reduce -2.8% 1,639,966 $811.3M
Eagle Capital Management LLC 3.07% Reduce -10.1% 1,605,629 $794.3M
1832 Asset Management L.P. 1.45% Add +10.4% 1,605,479 $794.2M
Principal Financial Group Inc. 0.46% Reduce -1.7% 1,596,341 $789.7M
Royal London Asset Management Ltd. 1.97% Add +8.2% 1,595,242 $789.2M
Allianz Asset Management GmbH 1.32% Add +1.9% 1,580,190 $781.7M
Vontobel Asset Management Inc. 4.25% Reduce -2.4% 1,459,759 $769.1M
Macquarie Group Ltd. 0.85% Reduce -9.3% 1,517,692 $750.8M
CIBC Private Wealth Group LLC 1.47% Add +5.9% 1,531,462 $750.0M
California State Teachers Retirement System 0.94% Add +0.5% 1,498,229 $741.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.84% Reduce -44.3% 1,468,352 $726.4M
National Pension Service 0.87% Add +1.2% 1,457,298 $720.9M
New York State Common Retirement Fund 0.93% Reduce -4.5% 1,419,963 $702.5M
Schroder Investment Management Group 0.83% Reduce -22.8% 1,419,352 $702.2M
Bank Julius Baer & Co. Ltd, Zurich 2.67% Add +23.5% 1,411,500 $695.4M
Fayez Sarofim & Co 2.04% Add +1.4% 1,385,639 $685.5M
Viking Global Investors 2.51% Add +195.4% 1,361,207 $673.4M
Jensen Investment Management Inc. 5.14% Reduce -0.6% 1,360,511 $673.0M
Citigroup Inc. 0.71% Reduce -7.8% 1,330,579 $658.2M
Winslow Capital Management, LLC 2.46% Add +63.3% 1,321,118 $653.6M
PNC Financial Services Group, Inc. 0.43% Add +0.1% 1,244,377 $615.6M
FIL Ltd 0.61% Reduce -13.7% 1,233,213 $610.1M
Aberdeen Group plc 1.20% Add +7.2% 1,233,160 $610.0M
WCM Investment Management, LLC 1.42% Add +0.5% 1,210,548 $598.9M
Longview Partners (Guernsey) LTD 3.73% Reduce -1.9% 1,168,788 $578.2M
CANADA LIFE ASSURANCE Co 1.14% Add +1.9% 1,140,817 $564.7M
US Bancorp \de 0.77% Add +2.4% 1,119,155 $553.7M
BNP Paribas Financial Markets 0.67% Add +71.8% 1,087,986 $538.2M
Corient Private Wealth LP 0.96% Reduce -0.6% 1,085,955 $537.5M
Russell Investments Group, Ltd. 0.84% Reduce -6.8% 1,075,129 $531.8M
Boston Partners 0.62% Reduce -20.0% 1,044,528 $516.8M
Ruane, Cunniff & Goldfarb L.P. 7.89% Reduce -3.9% 1,027,863 $508.5M
GUARDCAP ASSET MANAGEMENT Ltd 6.06% Add +2.5% 998,921 $494.2M
National Bank of Canada 0.84% Add +58.0% 947,821 $486.0M
State Board of Administration of Florida Retirement System 1.14% Add +5.2% 1,027,569 $485.6M
Prudential Financial Inc. 0.68% Reduce -7.6% 977,930 $483.8M
William Blair Investment Management, LLC 1.25% Add +21.4% 977,346 $483.5M
Capital Wealth Planning, LLC 5.17% Add +8.0% 977,239 $483.4M
Aviva PLC 1.64% Reduce -3.4% 976,222 $482.9M
Neuberger Berman Group LLC 0.40% Reduce -39.6% 976,184 $482.9M
New York State Teachers Retirement System 0.95% Reduce -2.9% 923,080 $456.6M
DekaBank Deutsche Girozentrale 0.85% Add +3.5% 925,789 $456.5M
Robeco Institutional Asset Management B.V. 0.98% Reduce -3.8% 913,756 $452.0M
APG Asset Management N.V. 0.78% Reduce -3.5% 966,067 $442.5M
CI Investments Inc. 1.74% Reduce -12.2% 886,863 $438.7M
Pictet Asset Management Holding SA 0.48% Reduce -4.4% 885,867 $438.2M
Magellan Asset Management Ltd 4.17% Add +26.3% 882,730 $436.7M
Allen Investment Management, LLC 5.32% Add +4.9% 857,397 $424.2M
Handelsbanken Fonder AB 1.79% Add +0.1% 839,435 $415.3M
Adage Capital Partners Gp, L.L.C. 0.78% Reduce -0.2% 830,992 $411.1M
Mairs & Power Inc. 3.91% Add +0.7% 816,526 $403.9M
Public Employees Retirement Association of Colorado 1.73% Reduce -1.6% 811,988 $401.7M
Raymond James Financial Services Advisors, Inc. 0.58% Add +0.7% 794,734 $393.2M
LPL Financial LLC 0.21% Reduce -1.3% 792,518 $392.1M
Victory Capital Management Inc. 0.39% Reduce -5.2% 785,650 $388.7M
Epoch Investment Partners, Inc. 1.72% Reduce -14.2% 781,610 $386.7M
Korea Investment CORP 0.95% Reduce -4.9% 755,603 $373.8M
AXA S.A. 1.11% Reduce -2.8% 742,894 $367.5M
KBC Group NV 1.15% Add +1.4% 733,948 $363.1M
D. E. Shaw & Co. 0.50% Add +88.3% 728,783 $360.5M
Danske Bank A/S 1.11% — 712,905 $352.7M
Sei Investments Co. 0.51% Add +1.9% 700,084 $346.3M
Chevy Chase Trust Holdings, LLC 1.13% Reduce -1.4% 698,807 $345.7M
Qube Research & Technologies Ltd 0.62% Reduce -9.0% 696,925 $344.8M
Barrow Hanley Mewhinney & Strauss LLC 1.13% Reduce -19.3% 677,735 $335.3M
Brown Advisory Inc. 0.45% Reduce -70.3% 676,532 $334.7M
Menora Mivtachim Holdings LTD. 2.51% Add +6.7% 675,034 $333.9M
Mackenzie Financial Corp. 0.48% Reduce -3.7% 674,988 $333.9M
JARISLOWSKY, FRASER Ltd 1.86% Add +0.3% 655,100 $324.1M
Toronto Dominion Bank 0.50% Add +4.1% 641,859 $317.5M
Mitsubishi UFJ Trust & Banking Corp 0.72% Reduce -5.2% 638,626 $315.7M
HighTower Advisors, LLC 0.51% Reduce -2.5% 631,149 $311.2M
Provident Trust Co. 5.76% Add +6.7% 627,210 $310.3M
Navera Investment Management Ltd. 5.96% Add +24.5% 613,980 $303.6M
Truist Financial Corp. 0.46% Reduce -4.5% 612,284 $302.9M
Lord, Abbett & Co. LLC 0.98% Reduce -7.6% 611,754 $302.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.80% Reduce -12.9% 606,939 $300.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 1.04% Add +7.3% 599,650 $296.6M
Nomura Asset Management Co. Ltd. 1.05% Add +10.4% 585,499 $289.6M
Los Angeles Capital Management LLC 0.98% Reduce -13.5% 580,872 $287.4M
PineStone Asset Management Inc. 4.49% Reduce -38.3% 571,121 $282.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.95% Add +12.2% 570,467 $282.2M
Findlay Park Partners LLP 2.59% Add +31.6% 570,026 $282.0M
Loomis Sayles & Co. L P 0.40% Reduce -3.1% 568,266 $281.1M
Caisse de depot et placement du Quebec 0.68% Add +52.4% 568,082 $281.0M
STRS Ohio 1.11% Reduce -9.8% 561,259 $277.7M
Storebrand Asset Management As 0.92% Add +2.0% 544,288 $269.3M
First Trust Advisors LP 0.27% Add +1.3% 543,204 $268.7M
Natixis Advisors, LLC 0.61% Reduce -18.7% 539,952 $267.1M
ABN AMRO Bank N.V. 3.97% Add +0.3% 537,066 $265.9M
Skandinaviska Enskilda Banken AB (publ) 1.28% Reduce -10.0% 530,590 $262.5M
State of Wisconsin Investment Board 0.69% Add +3.3% 529,624 $262.0M
Fort Washington Investment Advisors Inc. 1.68% Reduce -0.2% 528,988 $261.7M
State of New Jersey Common Pension Fund D 0.79% No change 528,393 $261.4M
Canoe Financial LP 4.15% Add +212.1% 509,098 $251.9M
Fifth Third Bancorp 0.94% Reduce -4.4% 486,132 $240.5M
M&G PLC 1.67% — 484,269 $239.7M
Squarepoint Ops LLC 0.99% Add +140.8% 481,915 $238.4M
Mariner, LLC 0.49% Reduce -1.3% 477,651 $236.3M
Asset Management One Co., Ltd. 0.91% Reduce -3.9% 477,563 $236.3M
B. Metzler seel. Sohn & Co. AG 2.60% Add +48.1% 477,606 $235.6M
Harding Loevner LP 1.45% Reduce -7.6% 476,170 $235.6M
Cincinnati Financial Corp. 5.11% No change 468,822 $231.9M
Baird Financial Group, Inc. 0.48% Reduce -2.8% 463,179 $229.1M
Public Employees Retirement System of Ohio 0.90% Reduce -6.4% 462,382 $228.7M
USS Investment Management Ltd 1.86% Add +0.4% 455,536 $225.2M
Haverford Trust Co 2.32% Reduce -5.6% 448,525 $221.9M
Voya Investment Management LLC 0.25% Reduce -74.0% 447,582 $221.4M
Treasurer of the State of North Carolina 0.96% Add +0.9% 443,852 $219.6M
Perpetual Ltd 2.10% Add +7.7% 435,121 $215.3M
Unisphere Establishment 2.14% Reduce -0.2% 428,000 $211.7M
Retirement Systems of Alabama 0.82% Reduce -6.7% 427,485 $211.5M
Westfield Capital Management Co. LP 1.11% Reduce -1.9% 426,637 $211.1M
Scotia Capital Inc. 1.25% Add +8.4% 423,667 $209.6M
Fiduciary Management Inc. 1.84% Reduce -23.7% 417,601 $206.6M
Cresset Asset Management, LLC 0.99% Add +66.5% 411,929 $203.8M
Allspring Global Investments Holdings, LLC 0.31% Reduce -22.2% 405,972 $200.8M
Wealth Enhancement Advisory Services, LLC 0.52% Add +4.7% 404,653 $200.2M
Citadel Advisors 0.19% Add +213.9% 396,989 $196.4M
Cerity Partners LLC 0.52% Reduce -4.7% 396,184 $196.0M
Candriam S.C.A. 1.25% Reduce -10.9% 392,352 $194.1M
Susquehanna International Group, LLP 0.29% Reduce -25.6% 388,395 $192.1M
Route One Investment Company, L.P. 7.50% Add +35.2% 383,250 $189.6M
Blair William & Co. 0.59% Add +0.9% 382,828 $189.4M
Focused Investors Fund L P 5.84% — 376,650 $186.3M
Focused Investors LLC 5.84% Reduce -5.9% 376,650 $186.3M
AustralianSuper Pty Ltd 1.09% Reduce -26.0% 380,344 $186.3M
Assenagon Asset Management S.A. 0.49% Reduce -13.8% 375,335 $185.7M
Mn Services Vermogensbeheer B.V. 1.34% Add +17.6% 374,600 $185.3M
State of Tennessee, Department of Treasury 0.68% Reduce -1.1% 371,305 $183.7M
CIBC Asset Management Inc 0.64% Add +2.5% 370,320 $183.2M
W1M Investment Management Ltd 3.69% Reduce -1.5% 359,460 $177.7M
Rockefeller Capital Management L.P. 0.52% Add +0.4% 358,306 $177.3M
Natixis 0.99% Reduce -22.6% 357,935 $177.1M
AQR Capital Management 0.30% Reduce -10.2% 352,767 $173.7M
Public Sector Pension Investment Board 1.24% Reduce -17.8% 345,725 $171.0M
CapitalatWork S.A. 5.73% Add +0.9% 345,594 $171.0M
Evercore Wealth Management, LLC 2.65% Add +0.8% 342,265 $169.3M
Intech Investment Management LLC 2.33% Add +48.5% 333,906 $165.2M
APG Asset Management US Inc. 0.95% Add +53.9% 334,236 $163.7M
Penserra Capital Management LLC 2.05% Add +2.6% 329,648 $163.1M
Tredje AP-fonden 1.67% Add +41.5% 326,405 $161.5M
Coho Partners, Ltd. 3.96% Reduce -8.3% 326,313 $161.4M
Mercer Global Advisors Inc. 0.46% Add +1.9% 324,798 $160.8M
Janney Montgomery Scott LLC 0.47% Reduce -2.2% 322,771 $159.7M
Resona Asset Management Co.,Ltd. 0.94% — 319,560 $158.1M
Balyasny Asset Management L.P. 0.42% Add +1240.0% 319,307 $158.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.95% Add +2.0% 317,686 $157.2M
Calamos Advisors LLC 1.12% Reduce -17.3% 315,488 $156.1M
Brown Brothers Harriman & Co. 1.20% Add +0.5% 315,475 $156.1M
Ninety One UK Ltd 0.43% Reduce -7.1% 310,539 $153.6M
Commonwealth Equity Services, LLC 0.25% Reduce -0.8% 309,329 $153.0M
Boston Trust Walden Corp 1.08% Add +0.4% 306,155 $151.5M
Cibc World Markets Corp. 0.98% Add +40.8% 301,710 $149.3M
Great Lakes Advisors, LLC 1.26% Reduce -2.6% 299,190 $148.0M
Osaic Holdings, Inc. 0.33% Reduce -26.1% 293,817 $145.5M
Comerica Bank 0.62% Reduce -2.3% 290,280 $143.6M
Agf Management Ltd. 0.80% Add +39.8% 289,347 $143.1M
Nisa Investment Advisors, LLC 0.91% Reduce -1.7% 282,881 $139.9M
DAVENPORT & Co LLC 0.84% Add +12.3% 273,707 $135.2M
Johnson Investment Counsel Inc. 1.43% Add +2.2% 266,670 $131.9M
Railway Pension Investments Ltd 1.28% Add +0.9% 265,520 $131.4M
Arizona State Retirement System 0.91% Add +1.9% 265,423 $131.3M
CCLA Investment Management 2.00% Add +0.7% 263,936 $130.5M
State of Michigan Retirement System 0.70% Reduce -15.9% 262,419 $129.8M
Teacher Retirement System of Texas 0.82% Add +0.0% 258,329 $127.8M
Teachers Retirement System of the State of Kentucky 1.14% Reduce -8.8% 257,511 $127.4M
Forsta Ap-Fonden 1.08% Add +9.4% 257,500 $127.4M
Connor, Clark & Lunn Investment Management Ltd. 0.55% Add +83.0% 256,414 $126.8M
Capital Group Private Client Services, Inc. 1.29% Reduce -22.9% 256,127 $126.7M
iA Global Asset Management Inc. 2.57% Add +4.6% 253,521 $125.4M
Eagle Asset Management Inc. 0.63% Reduce -1.3% 255,443 $125.1M
Degroof Petercam Asset Management 1.50% Reduce -3.8% 251,910 $124.6M
Consulta Ltd 7.97% Reduce -16.7% 250,000 $123.7M
MetLife Investment Management, LLC 0.83% Reduce -3.1% 248,997 $123.2M
TCW Group Inc. 1.25% Add +0.6% 248,703 $123.0M
Banque Pictet & Cie SA 1.29% Reduce -6.0% 248,422 $122.9M
Cetera Investment Advisers 0.28% Add +246.1% 239,661 $118.6M
American International Group, Inc. 0.42% Reduce -0.6% 237,675 $117.6M
BI Asset Management Fondsmaeglerselskab A/S 2.21% Add +40.0% 236,667 $117.1M
Bristol John W & Co. Inc. 1.98% Add +29.8% 234,626 $116.1M
Factory Mutual Insurance Co. 1.33% Add +4.3% 234,500 $116.0M
Northwestern Mutual Wealth Management Co. 0.12% Reduce -0.9% 234,368 $116.0M
Rock Springs Capital Management LP 2.90% No change 230,000 $113.8M
Pinnacle Financial Partners Inc 2.45% Add +1.8% 228,519 $113.0M
Bahl & Gaynor LLC 0.63% Reduce -19.0% 227,315 $112.5M
ProShare Advisors LLC 0.30% Reduce -15.3% 227,310 $112.5M
Westwood Holdings Group Inc. 0.89% Add +8.2% 226,326 $112.0M
Gateway Investment Advisers LLC 1.27% Reduce -8.9% 226,015 $111.8M
Milestone Resources Group Ltd 3.93% Reduce -0.0% 225,949 $111.8M
Empower Advisory Group, LLC 0.42% Add +0.9% 225,528 $111.6M
Glenmede Trust Co. NA 0.56% Reduce -3.9% 224,607 $111.1M
Mediolanum International Funds Ltd 1.80% — 225,223 $111.1M
Millennium Management 0.10% Add +224.8% 222,750 $110.2M
Regions Financial Corp. 0.83% Add +0.3% 222,071 $109.9M
Clark Capital Management Group, Inc. 0.81% Add +3.9% 220,498 $109.1M
Cincinnati Insurance Co. 1.79% No change 220,081 $108.9M
Freedom Together Foundation 11.68% Reduce -10.5% 216,355 $107.0M
Nissay Asset Management Corp. /Japan 0.74% Reduce -9.4% 215,865 $106.8M
Douglass Winthrop Advisors, LLC 2.19% Add +3.1% 215,458 $106.6M
Mondrian Investment Partners LTD 1.46% Add +13.8% 214,336 $106.0M
Voloridge Investment Management, LLC 0.39% New 214,311 $106.0M
Bank Pictet & Cie (Europe) AG 2.76% Add +5.7% 213,942 $105.8M
DNB Asset Management AS 0.54% Reduce -25.6% 210,939 $104.4M
Vontobel Holding Ltd. 0.83% Reduce -5.0% 209,692 $103.7M
Captrust Financial Advisors 0.38% Reduce -27.4% 207,896 $102.8M
Cibc World Market Inc. 0.26% Add +11.2% 206,855 $102.3M
James Hambro & Partners LLP 4.79% Add +7.3% 206,745 $102.2M
Xponance LLC 1.07% Add +2.1% 206,182 $102.0M
Federated Hermes, Inc. 0.23% Add +40.1% 204,711 $101.3M
Manning & Napier Group, LLC 1.26% Add +176.9% 204,445 $101.1M
Keybank National Association 0.42% Add +0.2% 203,496 $100.7M
Mirae Asset Global Investments Co., Ltd. 0.22% Add +12.8% 214,938 $100.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.69% Add +0.3% 203,048 $100.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 1.11% Add +2.5% 203,018 $100.4M
Cardano Risk Management B.V. 3.08% Add +4.0% 200,595 $99.2M
Clear Street LLC 3.40% New 200,000 $98.9M
Appaloosa 1.49% No change 200,000 $98.9M
Amalgamated Bank 0.84% Reduce -12.8% 199,385 $98.6M
AMF Tjanstepension AB 0.74% Add +113.3% 197,274 $97.6M
Stonehage Fleming Financial Services Holdings Ltd 6.20% Reduce -13.7% 205,346 $97.0M
Erste Asset Management GmbH 1.30% Reduce -0.5% 193,301 $95.4M
Texas Permanent School Fund Corp. 0.75% Add +0.1% 191,190 $94.6M
Creative Planning 0.10% Reduce -4.1% 190,053 $94.0M
M&T Bank Corp 0.33% Reduce -7.5% 189,763 $93.9M
IFM Investors Pty Ltd 1.02% Reduce -0.4% 188,931 $93.5M
Swiss Life Asset Management Ltd 1.28% Reduce -6.0% 186,080 $92.1M
Argent Capital Management LLC 2.68% Reduce -5.9% 185,888 $92.0M
Two Sigma Advisers, LP 0.21% Reduce -21.5% 183,300 $90.7M
Employees Retirement System of Texas 0.98% Reduce -6.4% 181,870 $90.0M
Sapient Capital LLC 1.98% Reduce -0.8% 180,504 $89.3M
TD Waterhouse Canada Inc. 0.67% Add +6.2% 171,719 $89.3M
Vulcan Value Partners, LLC 1.29% Add +70.3% 179,241 $88.6M
Capital Fund Management S.A. 1.07% New 178,022 $88.1M
QRG Capital Management, Inc. 1.11% Add +2.3% 177,019 $87.6M
Bartlett & Co. Wealth Management LLC 1.34% Add +6.4% 175,633 $86.9M
Federation des caisses Desjardins du Quebec 0.63% Add +10.3% 174,782 $86.7M
Huntington National Bank 0.92% Reduce -27.6% 172,790 $85.5M
Bristol Gate Capital Partners Inc. 4.01% Add +19.4% 172,553 $85.4M
King Luther Capital Management Corp. 0.38% Add +74.3% 169,591 $83.9M
Daiwa Securities Group Inc. 0.48% Reduce -7.6% 169,042 $83.6M
Rathbones Group PLC 0.48% Add +9.5% 167,346 $82.8M
MML Investors Services, LLC 0.33% Reduce -2.6% 163,847 $81.1M
Man Group plc 0.22% Reduce -31.8% 163,248 $80.8M
Czech National Bank 1.04% Add +0.4% 162,741 $80.5M
Capital International, Inc. 1.09% Add +14.4% 162,509 $80.4M
Bank of Nova Scotia 0.16% Reduce -72.0% 162,262 $80.2M
Utah Retirement Systems 0.93% Add +0.0% 161,368 $79.8M
Varma Mutual Pension Insurance Co 0.68% Add +149.2% 158,000 $78.2M
Riverbridge Partners LLC 0.95% Reduce -3.7% 157,645 $78.0M
Pinebridge Investments, L.P. 0.62% Add +4.0% 157,394 $77.8M
Sands Capital Management, LLC 0.22% Add +1.9% 156,972 $77.7M
D1 Capital Partners 1.17% New 156,000 $77.2M
Point72 Asset Management 0.23% New 155,704 $77.0M
Van Eck Associates Corp. 0.12% Add +7.8% 154,425 $76.4M
Vantage Investment Partners, LLC 6.72% Add +42.2% 152,107 $75.2M
Pathstone Holdings, LLC 0.35% Add +12.2% 149,724 $74.1M
Bellevue Group AG 1.12% Add +7.7% 148,719 $73.6M
MAI Capital Management 0.77% Add +16.4% 148,306 $73.4M
Capitolis Liquid Global Markets LLC 1.18% Add +190.6% 148,200 $73.3M
Atalanta Sosnoff Capital, LLC 1.69% Reduce -2.2% 147,686 $73.1M
Cooke & Bieler LP 0.67% Add +7280.4% 147,607 $73.0M
LGT Capital Partners LTD. 2.28% Reduce -6.7% 147,534 $73.0M
Focus Partners Wealth 0.59% Add +21.2% 146,912 $72.7M
Ferguson Wellman Capital Management, Inc. 1.48% Reduce -0.7% 146,552 $72.5M
Bradley Foster & Sargent Inc. 1.31% Reduce -2.2% 146,283 $72.4M
Financial Counselors Inc. 1.21% Add +0.1% 145,081 $71.8M
Thrivent Financial for Lutherans 0.14% Reduce -72.0% 144,059 $71.3M
Groupama Asset Managment 1.30% Reduce -44.6% 105,043 $70.9M
Vident Advisory, LLC 1.47% Add +30.9% 142,410 $70.5M
New York Life Investment Management LLC 0.69% Reduce -3.4% 140,570 $69.5M
Border to Coast Pensions Partnership Ltd 1.55% No change 140,055 $69.2M
Vaughan David Investments LLC 1.72% Add +0.3% 139,895 $69.2M
Harvest Portfolios Group Inc. 2.69% Add +9.8% 139,100 $68.8M
Bowie Capital Management, LLC 5.60% Add +58.7% 137,537 $68.0M
Manchester Global Management (UK) Ltd 11.94% Add +89.6% 137,418 $68.0M
Tudor Investment Corporation 0.83% Add +166.3% 136,863 $67.7M
Hollencrest Capital Management 3.09% Add +2248.0% 136,230 $67.4M
Tiaa Trust, National Association 0.20% Add +3.9% 133,256 $65.9M
Locust Wood Capital Advisers, LLC 2.55% Add +4.3% 130,799 $64.7M
Ilmarinen Mutual Pension Insurance Co 0.78% Add +24.1% 128,800 $63.7M
Jane Street Group, LLC 0.08% Reduce -37.6% 128,383 $63.5M
Edmond DE Rothschild Holding S.A. 1.07% Reduce -12.3% 128,046 $63.3M
Marex Group Ltd 2.05% Add +2274.6% 127,375 $63.0M
Cornerstone Investment Partners, LLC 3.07% Add +1.1% 127,259 $63.0M
Mutual of America Capital Management LLC 0.67% Reduce -2.9% 126,045 $62.4M
Two Sigma Investments, LP 0.16% Reduce -71.9% 124,211 $61.4M
Aquatic Capital Management LLC 2.01% Add +427.7% 124,120 $61.4M
Cambridge Investment Research Advisors, Inc. 0.24% Add +0.6% 123,448 $61.1M
Commerce Bank 0.40% Add +1.0% 122,343 $60.5M
Quadrature Capital Ltd 1.03% New 122,201 $60.4M
Cercano Management LLC 1.67% Add +16.3% 121,138 $59.9M
Achmea Investment Management B.V. 1.14% Add +23.0% 121,118 $59.9M
GW&K Investment Management, LLC 0.53% Reduce -0.7% 120,523 $59.6M
Ossiam 1.04% Add +1.9% 120,403 $59.6M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.14% Add +13.8% 119,665 $59.2M
SG Americas Securities, LLC 0.31% Add +222.7% 118,994 $58.9M
Steward Partners Investment Advisory, LLC 0.65% Reduce -15.5% 118,325 $58.5M
Nicholas Company, Inc. 0.97% No change 118,270 $58.5M
HM Payson & Co. 1.08% Reduce -23.5% 117,850 $58.3M
Ofi Invest Asset Management 1.57% Reduce -5.2% 126,483 $57.9M
Daiichi Life Insurance Co., Ltd. 1.30% Reduce -8.9% 116,743 $57.8M
Ancora Advisors LLC 1.31% Add +6.8% 115,584 $57.2M
Panagora Asset Management Inc. 0.30% Reduce -59.3% 114,475 $56.6M
SP Asset Management LLC 5.24% Add +11.7% 113,919 $56.4M
ING Groep NV 0.38% Add +385.9% 113,249 $56.0M
United Services Automobile Association 1.37% Reduce -3.7% 112,535 $55.7M
Primecap Management Co. 0.04% Add +460.2% 112,114 $55.5M
Nippon Life Global Investors Americas, Inc. 2.58% Reduce -3.8% 111,670 $55.2M
Lido Advisors, LLC 0.50% Reduce -5.4% 111,167 $55.0M
Polar Capital Holdings Plc 0.29% New 111,043 $54.9M
Yousif Capital Management, LLC 0.61% Reduce -2.2% 110,928 $54.9M
State of Alaska, Department of Revenue 0.62% Add +0.4% 110,911 $54.9M
Credential Qtrade Securities Inc. 2.94% Add +6.9% 110,783 $54.8M
Envestnet Portfolio Solutions, Inc. 0.21% Add +12.5% 110,338 $54.6M
UniSuper Management Pty Ltd 0.52% Reduce -11.7% 109,957 $54.4M
Premier Fund Managers Ltd 2.15% Add +120.0% 110,000 $54.3M
NewEdge Advisors, LLC 0.47% Reduce -4.1% 109,202 $54.0M
Samlyn Capital, LLC 0.94% New 108,929 $53.9M
Cullen/Frost Bankers, Inc. 0.79% Reduce -1.1% 108,402 $53.6M
Morningstar Investment Services LLC 0.59% Reduce -51.2% 108,105 $53.3M
Adams Diversified Equity Fund, Inc. 1.89% Add +18.9% 107,700 $53.3M
Martingale Asset Management L P 1.06% Reduce -0.6% 107,429 $53.1M
Bridges Investment Management Inc. 1.65% Reduce -1.6% 106,830 $52.8M
Quintet Private Bank (Europe) S.A. 2.35% Reduce -12.3% 93,262 $52.7M
UMB Bank, n.a. 0.83% Reduce -19.0% 105,774 $52.3M
Donaldson Capital Management, LLC 2.14% Add +0.1% 104,067 $51.5M
Woodley Farra Manion Portfolio Management Inc. 2.80% Add +2.4% 102,948 $50.9M
Hardman Johnston Global Advisors LLC 1.75% Add +3.1% 102,634 $50.8M
Zacks Investment Management 0.54% Reduce -15.6% 102,582 $50.7M
Kestra Advisory Services, LLC 0.34% Add +6.3% 101,266 $50.1M
Heritage Wealth Advisors 2.28% Add +7.0% 100,781 $49.9M
Capital Advisors Inc. 1.06% Reduce -6.8% 100,228 $49.6M
Nan Shan Life Insurance Co., Ltd. 1.17% Add +134.7% 100,160 $49.5M
First Long Island Investors, LLC 4.13% Add +7.3% 100,159 $49.5M
Petrus Trust Company, LTA 4.46% Add +17.4% 99,744 $49.3M
Smith Chas P & Associates Pa Cpas 2.97% Add +1.9% 99,509 $49.2M
Park West Asset Management LLC 3.64% Add +67.3% 98,200 $48.6M
Marshall Wace, LLP 0.08% Reduce -61.3% 96,058 $47.5M
Guggenheim Capital LLC 0.34% Add +15.5% 95,820 $47.4M
Rafferty Asset Management, LLC 0.18% Add +1.4% 95,456 $47.2M
Alta Capital Management LLC/ 2.90% Add +3.5% 94,902 $46.9M
Orion Porfolio Solutions, LLC 0.49% Add +1.6% 93,229 $46.1M
Orion Portfolio Solutions, LLC 0.49% Add +1.6% 93,229 $46.1M
Coronation Fund Managers Ltd. 1.25% Add +21.9% 93,136 $46.1M
Gradient Investments LLC 1.06% Add +10.0% 92,695 $45.9M
AE Wealth Management LLC 0.52% Reduce -40.3% 92,138 $45.6M
Davis R M Inc. 0.94% Add +4.9% 91,121 $45.1M
Unigestion Holding SA 2.20% Add +14.9% 90,957 $45.0M
Assetmark, Inc. 0.14% Add +8.3% 90,093 $44.6M
Davis Selected Advisers 0.25% Reduce -17.1% 89,853 $44.5M
Ziegler Capital Management, LLC 1.68% Reduce -1.1% 89,244 $44.1M
Fred Alger Management, LLC 0.22% Reduce -75.5% 89,077 $44.1M
Whittier Trust Co. 0.64% Add +1.0% 88,799 $43.9M
Prudential PLC 0.36% Add +52.9% 88,663 $43.9M
Chilton Investment Co. Inc. 1.20% Add +48.8% 88,257 $43.7M
Cambridge Trust Co. 1.65% Add +4.4% 88,210 $43.6M
Provident Investment Management, Inc. 3.84% Add +0.1% 88,039 $43.6M
Clal Insurance Enterprises Holdings Ltd 0.49% Add +5766.7% 88,000 $43.5M
Cwm, LLC 0.21% Add +9.1% 87,825 $43.4M
Obermeyer Wealth Partners 2.56% Add +4.0% 87,804 $43.4M
Curi Capital, LLC 1.01% Add +59.4% 87,489 $43.3M
Abn Amro Investment Solutions 0.75% Reduce -22.6% 87,294 $43.2M
Advisors Capital Management, LLC 0.79% Add +5.9% 87,291 $43.2M
Northwest & Ethical Investments L.P. 1.24% Reduce -1.4% 87,071 $43.1M
Commerzbank Aktiengesellschaft 1.43% Add +10.5% 86,923 $43.0M
Silvant Capital Management LLC 2.00% Add +0.6% 84,623 $41.9M
Elo Mutual Pension Insurance Co 0.98% Add +4.5% 84,512 $41.8M
O'shaughnessy Asset Management, LLC 0.46% Add +0.2% 84,331 $41.7M
Sit Investment Associates Inc. 0.95% Add +0.7% 83,557 $41.3M
Aureus Asset Management, LLC 2.80% Reduce -0.1% 82,926 $41.0M
Hantz Financial Services, Inc. 0.80% Reduce -9.7% 82,476 $40.8M
NS Partners Ltd 1.86% Reduce -4.5% 81,696 $40.4M
Oppenheimer Asset Management Inc. 0.59% Reduce -21.5% 81,201 $40.2M
United Capital Financial Advisors, LLC 0.33% Reduce -11.3% 81,175 $40.2M
Tokio Marine Asset Management Co. Ltd. 2.02% Add +3.3% 81,033 $40.1M
Atria Investments, Inc 0.55% Reduce -3.6% 80,966 $40.0M
Conning Inc. 1.36% Add +481.2% 81,047 $40.0M
Vanguard Personalized Indexing Management, LLC 0.85% Add +6.2% 80,250 $39.7M
EP Wealth Advisors, LLC 0.46% Add +79.4% 79,538 $39.3M
Magnetar Financial LLC 1.03% New 79,341 $39.2M
Oregon Public Employees Retirement Fund 0.78% Reduce -22.8% 79,062 $39.1M
Crake Asset Management LLP 3.94% Reduce -72.3% 78,996 $39.1M
Gulf International Bank (UK) Ltd 0.97% Add +0.6% 78,020 $38.6M
Stephens Inc. 0.60% Reduce -1.1% 77,595 $38.4M
Bailard, Inc. 1.06% Reduce -1.5% 77,475 $38.3M
Chilton Capital Management LLC 1.81% Add +2.2% 77,245 $38.2M
Ethic Inc. 0.96% Add +6.4% 77,023 $38.1M
Townsquare Capital LLC 0.55% Add +3.5% 76,231 $37.7M
Rockland Trust Co. 1.97% Add +8.6% 75,640 $37.4M
Flputnam Investment Management Co. 0.79% Reduce -2.7% 75,264 $37.2M
Quantinno Capital Management LP 0.81% Add +86.4% 75,135 $37.2M
Alpha Cubed Investments, LLC 1.92% Add +16.6% 74,244 $36.7M
National Philanthropic Trust 0.80% Reduce -3.1% 73,906 $36.6M
Baillie Gifford & Co. 0.03% Reduce -5.0% 72,956 $36.1M
CENTRAL TRUST Co 0.89% Reduce -0.4% 72,113 $35.7M
Prime Capital Investment Advisors, LLC 0.50% Add +18.2% 71,961 $35.6M
Douglas Lane & Associates, LLC 0.50% Add +13.6% 71,885 $35.6M
Exencial Wealth Advisors, LLC 1.32% Add +18.6% 71,302 $35.3M
Worldquant Millennium Advisors LLC 0.43% Add +22.2% 71,273 $35.3M
Kayne Anderson Rudnick Investment Management LLC 0.08% Reduce -1.0% 71,133 $35.2M
Maryland State Retirement & Pension System 0.70% Add +0.7% 72,689 $35.1M
Illinois Municipal Retirement Fund 0.53% Reduce -0.4% 70,749 $35.0M
Fiduciary Trust Co 0.53% Add +0.7% 70,359 $34.8M
Credit Agricole S A 0.59% Add +70.4% 70,497 $34.8M
Kentucky Retirement Systems 1.04% Reduce -5.1% 70,242 $34.7M
Peapack Gladstone Financial Corp. 0.54% Add +9.0% 70,070 $34.7M
Orbimed Advisors LLC 0.64% No change 70,000 $34.6M
River Road Asset Management, LLC 0.47% Reduce -3.9% 69,908 $34.6M
WestEnd Advisors, LLC 0.89% Reduce -2.1% 69,743 $34.5M
MBB Public Markets I LLC 2.20% Reduce -25.9% 69,645 $34.5M
Acadian Asset Management LLC 0.12% Reduce -8.0% 69,338 $34.3M
South Dakota Investment Council 0.71% No change 69,086 $34.2M
Florida Trust Wealth Management Co 1.16% Add +2.0% 69,062 $34.2M
Wealthfront Advisers LLC 0.12% Reduce -9.8% 68,954 $34.1M
Andra AP-fonden 0.61% Add +89.8% 68,900 $34.1M
Eagle Ridge Investment Management 3.11% Reduce -0.5% 68,281 $33.8M
Chartwell Investment Partners, LLC 1.17% Add +32.2% 68,068 $33.7M
Cubist Systematic Strategies, LLC 0.38% Add +1744.0% 67,896 $33.6M
Auxier Asset Management LLC 5.06% Reduce -0.3% 67,235 $33.3M
Port Capital LLC 1.66% Reduce -3.4% 67,035 $33.2M
Congress Asset Management Co. 0.23% Reduce -72.0% 66,498 $32.9M
Polaris Capital Management, LLC 1.64% Reduce -10.5% 66,352 $32.8M
Raymond James Trust N.A. 0.79% Reduce -2.1% 66,121 $32.7M
Shell Asset Management Co. 1.48% Reduce -20.3% 63,909 $32.5M
Danica Pension, Livsforsikringsaktieselskab 0.72% — 65,744 $32.5M
Todd Asset Management LLC 0.66% Reduce -7.3% 65,459 $32.4M
Heritage Investors Management Corp. 1.14% Add +2.2% 65,356 $32.3M
Galvin, Gaustad & Stein, LLC 2.97% Add +2.3% 64,434 $31.9M
Suncoast Equity Management 3.74% Add +3.0% 64,402 $31.9M
AltraVue Capital, LLC 3.44% Add +5.3% 64,130 $31.7M
Bokf, NA 0.57% Reduce -12.5% 64,360 $31.5M
Palisade Asset Management, LLC 3.07% Add +21.5% 63,685 $31.5M
Fulton Breakefield Broenniman LLC 2.42% Reduce -1.0% 63,636 $31.5M
Farmers & Merchants Investments Inc. 1.06% Reduce -0.3% 63,526 $31.4M
Williams Jones Wealth Management, LLC. 0.40% Reduce -8.3% 63,029 $31.2M
Wedgewood Partners Inc. 6.23% Add +22.3% 60,193 $31.2M
Cumberland Partners Ltd 2.26% Reduce -12.2% 62,891 $31.1M
Stock Yards Bank & Trust Co. 1.03% Add +7.2% 62,834 $31.1M
Ironvine Capital Partners, LLC 3.41% Add +10.6% 62,785 $31.1M
Sabal Trust CO 1.80% Add +0.3% 62,612 $31.0M
Pacer Advisors, Inc. 0.07% Add +2.8% 62,335 $30.8M
Maple Capital Management, Inc. 2.79% Add +5.0% 62,018 $30.7M
Act Two Investors LLC 6.09% Add +7.9% 61,278 $30.3M
SpiderRock Advisors, LLC 0.98% — 62,227 $30.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.34% Reduce -34.7% 60,976 $30.1M
Private Advisor Group, LLC 0.22% Reduce -18.3% 60,501 $29.9M
Associated Banc-Corp 0.95% Reduce -0.5% 60,438 $29.9M
Oppenheimer & Co. Inc. 0.50% Reduce -0.3% 60,285 $29.8M
Campbell Newman Asset Management Inc. 2.42% Reduce -0.4% 60,245 $29.8M
Eastern Bank 1.23% Reduce -4.5% 59,885 $29.6M
Renaissance Group LLC 1.12% Add +2.2% 59,875 $29.6M
Ieq Capital, LLC 0.43% Reduce -0.8% 59,809 $29.6M
Hartford Investment Management Co. 1.04% Reduce -4.0% 59,765 $29.6M
Community Trust & Investment Co. 2.07% Add +1.3% 59,542 $29.5M
Banco Santander, S.A. 0.35% Add +11.6% 58,399 $28.9M
Beacon Pointe Advisors, LLC 0.32% Reduce -24.4% 58,137 $28.8M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.29% New 58,069 $28.7M
Chesley Taft & Associates LLC 1.46% Reduce -1.1% 57,799 $28.6M
Generate Investment Management Ltd 2.24% Add +3.3% 57,583 $28.5M
Systematic Alpha Investments, LLC 1.14% No change 57,323 $28.4M
Baron Capital (BAMCO) 0.08% Add +14.1% 57,317 $28.4M
Formuepleje A/S 1.59% Add +146.0% 56,892 $28.1M
B. Riley Wealth Advisors, Inc. 0.76% Add +14.8% 55,695 $28.1M
Night Owl Capital Management, LLC 4.25% Add +18.6% 56,616 $28.0M
Wesbanco Bank Inc. 1.05% Add +64.5% 56,400 $27.9M
Guardian Capital LP 0.97% Add +0.9% 56,015 $27.7M
Deprince Race & Zollo Inc. 0.59% New 55,879 $27.6M
Penn Davis McFarland Inc. 4.28% Add +9.0% 55,664 $27.5M
Connectus Wealth, LLC 0.75% Reduce -62.3% 55,574 $27.5M
Segall Bryant & Hamill, LLC 0.51% Reduce -2.7% 55,297 $27.4M
Guyasuta Investment Advisors Inc. 1.98% Reduce -0.4% 51,735 $27.2M
RBF Capital, LLC 1.53% No change 55,000 $27.2M
Focus Financial Network, Inc. 1.32% — 55,071 $27.2M
Badgley Phelps Wealth Managers, LLC 0.68% Add +0.3% 54,799 $27.1M
Synovus Financial Corp. 0.35% Reduce -0.4% 54,772 $27.1M
Securian Asset Management, Inc. 0.79% Reduce -7.0% 54,478 $27.0M
Vestcor Inc 0.91% Reduce -4.6% 53,886 $26.7M
Louisiana State Employees Retirement System 0.52% Reduce -3.8% 53,800 $26.6M
Bell Asset Management Ltd 3.85% Add +3.1% 53,038 $26.2M
Old National Bancorp 0.62% Reduce -0.6% 52,879 $26.2M
Jefferies Financial Group Inc. 0.57% Add +1.2% 52,760 $26.1M
Healthcare of Ontario Pension Plan Trust Fund 0.09% Reduce -52.5% 52,753 $26.1M
D'Orazio & Associates, Inc. 4.18% Reduce -0.5% 52,390 $25.9M
Metis Global Partners, LLC 0.93% Add +0.3% 51,998 $25.7M
Trajan Wealth LLC 1.74% — 51,979 $25.7M
Aristotle Atlantic Partners, LLC 0.83% Reduce -1.3% 51,332 $25.4M
Blue Chip Partners, LLC 2.46% Reduce -0.7% 51,210 $25.3M
Stack Financial Management, Inc 2.32% Add +0.3% 51,143 $25.3M
HRT Financial LP 0.16% Add +69.8% 51,043 $25.3M
First Foundation Advisors 1.00% Reduce -2.1% 50,382 $24.9M
LBP Am SA 0.99% Reduce -22.5% 50,330 $24.9M
Cohen Capital Management, Inc. 4.37% Add +0.4% 50,115 $24.8M
Fidelity National Financial, Inc. 0.49% New 50,000 $24.7M
Hemenway Trust Co LLC 2.14% Add +4.5% 49,857 $24.7M
Bridgeway Capital Management, LLC 0.50% Add +5.8% 49,797 $24.6M
QV Investors Inc. 2.13% Add +1.4% 49,714 $24.6M
Snowden Capital Advisors LLC 0.77% Add +16.0% 49,030 $24.3M
Lombard Odier Asset Management (Switzerland) SA 1.70% Add +33.7% 48,948 $24.2M
Allianz SE 0.76% — 48,939 $24.2M
Mill Capital Management, LLC 2.02% Add +13.7% 48,919 $24.2M
Dana Investment Advisors, Inc. 0.80% Add +0.8% 48,641 $24.1M
Mesirow Financial Investment Management, Inc. 0.55% Add +1.7% 48,626 $24.1M
MassMutual Private Wealth & Trust, FSB 0.74% Reduce -4.8% 48,249 $23.9M
Clifford Swan Investment Counsel LLC 0.88% Add +8.0% 47,940 $23.7M
Cornerstone Advisors, LLC 0.98% Reduce -0.6% 47,903 $23.7M
Tower Research Capital LLC (TRC) 0.57% Reduce -66.4% 47,850 $23.7M
New Mexico Educational Retirement Board 0.83% Reduce -3.7% 46,620 $23.1M
Narwhal Capital Management 2.23% Add +19.4% 46,125 $22.8M
Novare Capital Management LLC 2.05% Add +6.8% 45,850 $22.7M
Burney Co./ 0.86% Reduce -1.0% 45,744 $22.6M
Aptus Capital Advisors, LLC 0.48% Add +6.1% 45,385 $22.5M
Compagnie Lombard Odier SCmA 0.40% Reduce -9.4% 45,226 $22.4M
HB Wealth Management, LLC 0.28% Add +11.4% 44,962 $22.2M
Diversified Trust Co. 0.67% Add +2.3% 44,775 $22.2M
Whittier Trust Co. of Nevada Inc. 0.63% Add +2.7% 44,255 $21.9M
Callahan Advisors, LLC 2.29% Add +0.3% 44,152 $21.8M
Atria Wealth Solutions, Inc. 0.25% Reduce -5.0% 43,865 $21.7M
Calamos Wealth Management LLC 1.23% Add +8.6% 43,430 $21.5M
TCV Trust & Wealth Management, Inc. 2.05% Reduce -1.7% 43,280 $21.4M
Norinchukin Bank, The 0.64% Reduce -7.5% 43,145 $21.3M
First National Trust Co 0.87% Reduce -2.4% 43,143 $21.3M
Copeland Capital Management, LLC 0.39% Add +8.0% 43,009 $21.3M
NewEdge Wealth, LLC 0.47% Reduce -0.5% 42,658 $21.0M
Garrison Bradford & Associates Inc. 21.69% Reduce -0.7% 42,504 $21.0M
D.A. Davidson & Co. 0.19% Reduce -3.8% 42,063 $20.8M
Pittenger & Anderson Inc. 0.84% Add +0.3% 42,033 $20.8M
Liontrust Investment Partners LLP 0.29% Add +5.0% 42,000 $20.8M
First American Bank 1.57% Add +2.4% 41,959 $20.8M
Advisors Asset Management, Inc. 0.40% Add +12.2% 41,746 $20.7M
FORA Capital, LLC 1.69% Add +154.7% 41,455 $20.5M
Braun Stacey Associates Inc. 0.81% Reduce -1.9% 41,452 $20.5M
Crossmark Global Holdings, Inc. 0.40% Add +5.7% 41,359 $20.5M
First Citizens Bank & Trust Co. 0.39% Add +23.1% 41,049 $20.3M
Gabelli Funds LLC 0.15% Reduce -68.1% 40,710 $20.1M
Alps Advisors Inc. 0.14% Reduce -1.5% 40,631 $20.1M
First Financial Bankshares Inc 0.45% Add +0.8% 40,512 $20.0M
Rhenman & Partners Asset Management AB 1.90% Reduce -25.0% 40,500 $20.0M
Trillium Asset Management, LLC 0.51% Add +0.5% 40,302 $19.9M
Colonial Trust Advisors 1.97% Reduce -1.6% 40,300 $19.9M
Hendershot Investments Inc. 2.83% Add +6.4% 40,032 $19.8M
Sawgrass Asset Management LLC 2.16% Add +64.9% 39,954 $19.8M
Patten & Patten Inc. 1.40% Add +1.3% 39,750 $19.7M
Dupont Capital Management Corp. 1.62% Reduce -6.8% 39,679 $19.6M
Lombard Odier Asset Management (Europe) Ltd 1.93% Add +11.6% 39,597 $19.6M
Cim, LLC 2.96% Add +21.0% 39,514 $19.5M
Private Capital Advisors, Inc. 2.43% Reduce -1.3% 39,442 $19.5M
Meiji Yasuda Asset Management Co Ltd. 0.83% Reduce -13.4% 39,348 $19.5M
Pinnacle Associates Ltd. 0.31% Reduce -3.1% 39,283 $19.4M
Meiji Yasuda Life Insurance Co 0.41% Add +11.0% 39,214 $19.4M
Two Sigma Securities, LLC 0.94% Add +103.6% 39,208 $19.4M
Lockheed Martin Investment Management Co. 1.41% Reduce -2.3% 39,580 $19.4M
Appleton Partners Inc. 1.49% Add +11.0% 38,919 $19.3M
Madison Asset Management, LLC 0.24% Add +2.1% 38,899 $19.2M
Banque Cantonale Vaudoise 0.75% Reduce -21.6% 38,803 $19.2M
Great Valley Advisor Group, Inc. 0.58% Reduce -1.6% 38,747 $19.2M
Salem Investment Counselors Inc. 0.63% Add +7.8% 38,702 $19.1M
First Eagle Investment Management, LLC 0.04% Reduce -0.4% 38,680 $19.1M
Bryn Mawr Trust Advisors, LLC 1.08% Add +2.6% 38,599 $19.1M
Minneapolis Portfolio Management Group, LLC 2.60% Reduce -5.3% 38,528 $19.1M
Independent Advisor Alliance 0.68% Add +6.2% 38,304 $18.9M
11 Capital Partners LP 8.29% Add +23.3% 38,300 $18.9M
E. Ohman J:or Asset Management AB 0.48% Reduce -62.9% 38,200 $18.9M
Clarity Financial LLC 2.92% Add +2096.9% 38,139 $18.9M
Twin Tree Management, LP 0.43% New 38,129 $18.9M
Annex Advisory Services, LLC 0.67% Add +6.1% 38,120 $18.9M
Van Lanschot Kempen Investment Management N.V. 0.23% Add +11.4% 38,064 $18.8M
Stewart & Patten Co. LLC 2.81% Add +1.6% 38,054 $18.8M
GAM Holding AG 1.36% Add +27.3% 38,052 $18.8M
JLB & Associates Inc. 2.49% Add +1.2% 37,784 $18.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.60% Add +106.1% 37,719 $18.7M
Avantax Advisory Services, Inc. 0.17% Add +15.6% 37,630 $18.6M
Rwa Wealth Partners, LLC 0.25% Add +10.7% 37,599 $18.6M
Modera Wealth Management, LLC 0.28% Reduce -2.5% 37,515 $18.6M
Dorsey & Whitney Trust CO LLC 1.27% Reduce -0.4% 37,456 $18.5M
Napean Trading & Investment Co (Singapore) PTE Ltd 4.52% Add +42.5% 37,396 $18.5M
Kestra Private Wealth Services, LLC 0.42% Add +4.6% 37,366 $18.5M
Metropolitan Life Insurance Co 0.80% Reduce -0.9% 37,306 $18.5M
Benjamin F. Edwards & Company, Inc. 0.33% Reduce -3.2% 37,261 $18.4M
Marco Investment Management LLC 1.73% Add +0.7% 36,992 $18.3M
Westpac Banking Corp. 1.39% Reduce -10.6% 36,910 $18.3M
Sumitomo Mitsui Financial Group, Inc. 0.56% Add +8.0% 36,500 $18.1M
NorthCoast Asset Management LLC 0.23% Add +128.3% 36,340 $18.0M
Eagle Global Advisors LLC 1.01% Reduce -0.1% 36,228 $17.9M
Harbor Investment Advisory, LLC 1.86% Add +3.2% 35,946 $17.8M
Violich Capital Management, Inc. 2.54% Add +5.9% 35,840 $17.7M
Stillwater Capital Advisors, LLC 2.62% Reduce -0.1% 35,800 $17.7M
Albion Financial Group 1.36% Reduce -2.3% 35,688 $17.7M
Onex Canada Asset Management Inc. 1.76% Add +47.5% 35,516 $17.6M
FineMark National Bank & Trust 0.65% Add +1.2% 35,475 $17.5M
Wallington Asset Management, LLC 2.74% Reduce -0.2% 35,388 $17.5M
Parallel Advisors, LLC 0.47% Reduce -0.4% 35,383 $17.5M
Oak Ridge Investments LLC 1.77% Add +4.3% 35,380 $17.5M
Ashton Thomas Private Wealth, LLC 1.00% Add +2.9% 35,345 $17.5M
First Merchants Corp. 1.31% Add +4.3% 35,343 $17.5M
Point72 (DIFC) Ltd 1.35% — 35,305 $17.5M
OneDigital Investment Advisors LLC 0.27% Reduce -1.5% 35,208 $17.4M
Foundations Investment Advisors, LLC 0.45% Add +16.3% 35,079 $17.4M
HUB Investment Partners, LLC 0.96% Add +5.3% 34,983 $17.3M
Azimuth Capital Investment Management LLC 0.71% Add +1.3% 34,969 $17.3M
Eisler Capital (UK) Ltd. 2.14% Add +26.3% 34,934 $17.3M
Pictet North America Advisors SA 1.92% Reduce -1.5% 34,743 $17.2M
Park Avenue Securities LLC 0.22% Reduce -5.4% 34,637 $17.1M
Freestone Capital Holdings, LLC 0.64% Reduce -19.1% 34,547 $17.1M
Smith Group Asset Management, LLC 0.97% Reduce -28.9% 34,140 $16.9M
ExodusPoint Capital Management, LP 0.21% Add +4.9% 34,011 $16.8M
Foyston, Gordon & Payne Inc 4.02% Add +12.4% 33,732 $16.7M
Simplex Trading, LLC 0.49% New 33,725 $16.7M
Jump Financial, LLC 0.45% Add +945.0% 33,639 $16.6M
Empirical Finance, LLC 1.02% Add +3.5% 33,595 $16.6M
Vinva Investment Management Ltd 0.93% Add +3.6% 33,448 $16.5M
Quest Investment Management LLC 1.85% Add +19.1% 33,425 $16.5M
Level Four Advisory Services, LLC 0.91% Add +2.3% 31,327 $16.5M
LSV Asset Management 0.03% No change 33,000 $16.3M
Washington Trust Bank 1.56% Add +1.6% 32,985 $16.3M
Raub Brock Capital Management LP 3.45% Reduce -4.0% 32,971 $16.3M
Argent Trust Co 0.73% Reduce -0.6% 32,898 $16.3M
Transform Wealth, LLC 1.54% Reduce -6.6% 32,695 $16.2M
Apollon Wealth Management, LLC 0.51% Reduce -1.0% 32,429 $16.0M
Bragg Financial Advisors, Inc 0.72% Reduce -1.6% 32,369 $16.0M
Citizens Financial Group Inc. 0.53% Add +1.6% 32,312 $16.0M
Adell Harriman & Carpenter Inc. 1.32% Reduce -3.0% 32,289 $16.0M
Overbrook Management Corp 4.27% Reduce -29.2% 32,132 $15.9M
Trust Co. of Vermont 0.89% Add +17.8% 32,132 $15.9M
Empowered Funds, LLC 0.29% Add +32.0% 32,073 $15.9M
Wesleyan Assurance Society 1.40% Add +144.8% 32,075 $15.9M
Kennedy Capital Management LLC 0.33% Add +235.0% 32,055 $15.9M
Phoenix Financial Ltd. 0.22% Add +53.3% 32,055 $15.8M
Kornitzer Capital Management Inc. 0.29% Add +0.2% 31,890 $15.8M
Neville Rodie & Shaw Inc. 1.20% Reduce -2.5% 31,763 $15.7M
LMCG Investments, LLC 0.92% Reduce -11.2% 31,724 $15.7M
Synergy Asset Management, LLC 2.66% Add +856.5% 31,631 $15.6M
United American Securities Inc. (d/b/a UAS Asset Management) 4.17% Add +2.7% 31,537 $15.6M
Simplicity Wealth,LLC 0.37% Add +1554.6% 31,520 $15.6M
Beacon Investment Advisory Services, Inc. 0.67% Reduce -2.0% 31,484 $15.6M
Petredis Investment Advisors LLC 1.87% Add +2.4% 31,483 $15.6M
German American Bancorp, Inc. 1.87% Add +2.4% 31,462 $15.6M
Hamilton Capital Partners Inc. 1.87% Add +140.6% 31,255 $15.5M
Motley Fool Asset Management LLC 1.00% Add +12.8% 31,220 $15.4M
Edgar Lomax Co. 0.95% Reduce -4.1% 31,220 $15.4M
Carnegie Investment Counsel 0.47% Reduce -27.1% 30,748 $15.2M
Siemens Fonds Invest GmbH 1.17% Add +2.2% 30,729 $15.2M
CCM Investment Advisers LLC 1.82% Reduce -3.4% 30,668 $15.2M
CW Advisors, LLC 0.26% Reduce -45.8% 30,635 $15.2M
Arnhold LLC 1.60% Reduce -1.4% 30,596 $15.1M
Kentucky Retirement Systems Insurance Trust Fund 1.04% Reduce -7.4% 30,523 $15.1M
Lowe Brockenbrough & Co. Inc. 1.02% Add +11.0% 30,419 $15.0M
Payden & Rygel Investment Group 1.03% — 30,380 $15.0M
Payden & Rygel 1.03% Add +22.6% 30,380 $15.0M
King Wealth Management Group 2.63% Add +9.3% 30,268 $15.0M
Cardinal Capital Management, Inc. 0.66% Add +4.2% 30,267 $15.0M
Massachusetts Financial Services Co. 0.00% Reduce -89.7% 30,039 $14.9M
Incline Global Management LLC 4.72% New 30,026 $14.9M
BlackBarn Capital Partners LP 8.58% Add +14.1% 30,000 $14.8M
Segment Wealth Management, LLC 1.12% Add +2.2% 29,827 $14.8M
Allworth Financial LP 0.10% Add +4.6% 29,719 $14.7M
Anchor Capital Advisors LLC 0.38% Reduce -9.0% 29,657 $14.7M
Middleton & Co. Inc. 1.68% Add +1.3% 29,449 $14.6M
Mark Sheptoff Financial Planning, LLC 8.07% Reduce -0.9% 29,407 $14.5M
Concord Investment Counsel Inc. 5.25% — 29,399 $14.5M
Northwestern Mutual Investment Management Company, LLC 0.38% Add +0.3% 29,349 $14.5M
YHB Investment Advisors, Inc. 1.29% Reduce -6.3% 29,299 $14.5M
Barlow Wealth Partners, LLC 1.97% Add +4.2% 32,946 $14.5M
Moran Wealth Management, LLC 0.47% Add +8.8% 29,069 $14.4M
Baader Bank Aktiengesellschaft 1.17% Reduce -12.0% 29,065 $14.4M
Carlson Capital Management 0.68% Reduce -10.5% 29,029 $14.4M
Axxcess Wealth Management, LLC 0.41% Reduce -1.2% 28,974 $14.3M
Dakota Wealth Management 0.36% Add +27.5% 28,807 $14.3M
Marks Group Wealth Management, Inc 1.48% Add +4.8% 28,715 $14.2M
Livforsakringsbolaget Skandia, Omsesidigt 1.19% No change 28,582 $14.1M
Wilbanks Smith & Thomas Asset Management LLC 0.40% Add +2.4% 28,553 $14.1M
Core Alternative Capital 2.51% Reduce -5.7% 28,291 $14.0M
SVB Wealth LLC 0.31% Reduce -10.7% 28,010 $13.9M
S&co Inc. 0.97% Add +213.7% 27,969 $13.8M
Nicola Wealth Management LTD. 1.34% No change 27,900 $13.8M
Cohen Klingenstein LLC 0.51% No change 27,700 $13.7M
Roundview Capital LLC 1.11% Add +4.4% 27,410 $13.6M
Baltimore-Washington Financial Advisors, Inc. 0.86% Reduce -1.9% 27,292 $13.5M
Howe & Rusling Inc. 1.29% Add +18.3% 27,231 $13.5M
Scholtz & Company, LLC 5.94% Add +11.8% 27,160 $13.4M
Penobscot Investment Management Company, Inc. 1.42% Add +2.0% 27,116 $13.4M
Pioneer Trust Bank N A 3.72% Add +7.6% 27,049 $13.4M
Nomura Holdings Inc. 0.11% Reduce -5.8% 27,031 $13.4M
Bleakley Financial Group, LLC 0.39% Reduce -39.7% 26,933 $13.3M
Tidal Investments LLC 0.23% Add +8.1% 26,920 $13.3M
Schmidt P J Investment Management Inc. 2.51% Add +2.7% 26,898 $13.3M
Longbow Finance SA 1.35% New 26,895 $13.3M
Torray Investment Partners LLC 1.99% No change 26,852 $13.3M
L1 Capital International Pty Ltd 5.90% Add +29.6% 27,084 $13.3M
Brookstone Capital Management 0.24% Add +19.3% 26,761 $13.2M
Wedbush Securities Inc. 0.49% Add +5.3% 26,738 $13.2M
Choate Investment Advisors 0.35% Add +15.6% 26,644 $13.2M
McRae Capital Management Inc. 2.88% Add +10.6% 26,557 $13.1M
Tradewinds, LLC. 6.28% — 26,268 $13.1M
Meeder Asset Management Inc. 0.83% Reduce -44.5% 26,531 $13.1M
Janney Capital Management LLC 0.87% Add +20.0% 26,489 $13.1M
Amica Mutual Insurance Co. 1.33% No change 26,409 $13.1M
Advisory Services Network, LLC 0.29% Add +15.1% 26,198 $13.0M
North Point Portfolio Managers Corp. 2.19% Reduce -28.3% 26,138 $12.9M
ARS Wealth Advisors Group, LLC 1.74% Add +17.2% 26,118 $12.9M
Composition Wealth, LLC 0.32% Add +4.4% 26,100 $12.9M
Tower Bridge Advisors 1.34% Reduce -16.8% 26,073 $12.9M
Stonebridge Capital Advisors LLC 1.16% Add +8.8% 26,059 $12.9M
BNP Paribas 0.60% — 25,944 $12.8M
Equitable Holdings, Inc. 0.14% Add +5.6% 25,950 $12.8M
Heritage Trust Co 1.72% Add +2.0% 25,930 $12.8M
Van Hulzen Asset Management, LLC 0.85% Add +6.1% 25,877 $12.8M
Highlander Capital Management, LLC 5.06% No change 25,840 $12.8M
Girard Partners LTD. 1.20% Reduce -7.8% 25,794 $12.8M
Quantbot Technologies LP 0.72% New 25,793 $12.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.39% Add +3.4% 25,756 $12.7M
Laird Norton Wetherby Wealth Management, LLC 0.61% Reduce -2.5% 25,634 $12.7M
Haverford Financial Services, Inc. 3.64% Reduce -3.8% 25,565 $12.6M
Logan Capital Management Inc. 0.54% Add +15.0% 25,325 $12.5M
Buckingham Capital Management, Inc. 1.53% Add +1.4% 25,283 $12.5M
Muhlenkamp & Co. Inc. 3.62% Add +1.1% 25,205 $12.5M
Tocqueville Asset Management L.P. 0.20% Reduce -0.2% 25,192 $12.5M
Sumitomo Life Insurance Co. 0.32% Add +27.0% 24,502 $12.5M
Silvercrest Asset Management Group LLC 0.08% Add +40.9% 25,170 $12.5M
Leuthold Group, LLC 1.40% Reduce -0.4% 25,159 $12.4M
Dynamic Advisor Solutions LLC 0.42% Add +13.8% 25,098 $12.4M
Venturi Wealth Management, LLC 0.80% Reduce -1.4% 25,059 $12.4M
Mission Wealth Management, LP 0.33% Add +20.5% 25,049 $12.4M
Buckingham Strategic Wealth, LLC 0.13% Reduce -4.0% 25,038 $12.4M
Artemis Investment Management LLP 0.16% Reduce -27.2% 25,044 $12.4M
Bright Rock Capital Management, LLC 2.56% No change 25,000 $12.4M
Matrix Asset Advisors Inc. 1.48% Add +32.5% 24,983 $12.4M
Covington Investment Advisors Inc. 2.01% Add +13.6% 24,975 $12.4M
Addenda Capital Inc. 0.47% Reduce -5.1% 24,903 $12.3M
Engineers Gate Manager LP 0.32% Add +486.8% 24,891 $12.3M
Rakuten Investment Management, Inc. 0.09% Add +987.1% 24,872 $12.3M
American National Bank & Trust 1.63% Add +19.9% 24,833 $12.3M
Alberta Investment Management Corp 0.13% Add +0.0% 24,701 $12.2M
Coldstream Capital Management Inc. 0.31% Add +6.5% 24,624 $12.2M
TruWealth Advisors, LLC 0.85% Reduce -29.2% 24,620 $12.2M
Wafra Inc. 0.64% Reduce -34.1% 24,535 $12.1M
Walleye Capital LLC 0.14% Reduce -15.9% 24,511 $12.1M
Glenview Trust Co 0.26% Reduce -2.6% 24,423 $12.1M
Group One Trading LLC 0.43% Reduce -54.5% 24,396 $12.1M
Live Oak Private Wealth LLC 2.09% Add +5.6% 24,391 $12.1M
Litman Gregory Wealth Management LLC 1.09% Add +6.2% 24,364 $12.1M
Abner Herrman & Brock LLC 1.50% Reduce -0.1% 24,271 $12.0M
Alaska Permanent Fund Corp 0.18% Add +200.2% 24,190 $12.0M
McKinley Capital Management LLC 1.43% Reduce -52.9% 24,102 $11.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.21% Add +1.0% 24,020 $11.9M
Cyndeo Wealth Partners, LLC 0.98% Reduce -4.2% 23,844 $11.8M
Jupiter Asset Management Ltd. 0.11% Reduce -17.3% 23,844 $11.8M
Ninety One SA (Pty) Ltd 1.68% Add +2.1% 23,686 $11.7M
Jones Financial Companies LLLP 0.02% Add +14.6% 23,479 $11.6M
Somerville Kurt F 1.99% Add +8.0% 23,476 $11.6M
Hyperion Capital Advisors LP 5.48% No change 23,466 $11.6M
CHURCHILL MANAGEMENT Corp 0.14% New 23,232 $11.5M
Greenleaf Trust 0.11% Reduce -9.1% 23,204 $11.5M
NEOS Investment Management LLC 0.71% Add +34.0% 23,181 $11.5M
Sectoral Asset Management Inc. 4.51% Add +22.5% 23,175 $11.5M
Cary Street Partners Investment Advisory LLC 0.48% Add +4.7% 23,175 $11.5M
Atle Fund Management AB 6.94% Add +25.2% 23,041 $11.4M
Robeco Schweiz AG 0.20% No change 22,971 $11.4M
RiverFront Investment Group, LLC 0.32% Add +8.6% 22,794 $11.3M
Smithbridge Asset Management Inc. 2.31% Reduce -2.7% 22,660 $11.2M
West Coast Financial LLC 1.35% Reduce -0.3% 22,499 $11.1M
Richard Bernstein Advisors LLC 0.24% No change 22,493 $11.1M
Twin Capital Management Inc. 1.37% Reduce -4.8% 22,406 $11.1M
Sonora Investment Management Group, LLC 0.87% Add +4.5% 22,377 $11.1M
Advisory Research Inc. 2.20% Add +2.3% 22,332 $11.0M
Ascent Group, LLC 0.97% Reduce -1.7% 22,285 $11.0M
James Investment Research, Inc. 1.30% Reduce -14.7% 22,176 $11.0M
Leavell Investment Management, Inc. 0.63% Reduce -2.2% 22,140 $11.0M
High Note Wealth, LLC 3.55% Add +5.1% 22,071 $10.9M
Procyon Advisors, LLC 0.84% Add +2.2% 22,033 $10.9M
Integrated Wealth Concepts LLC 0.16% Add +15.5% 21,998 $10.9M
Miramar Capital, LLC 2.74% Add +2089.5% 21,698 $10.9M
Montag & Caldwell, LLC 1.86% Reduce -50.3% 21,878 $10.8M
Dividend Assets Capital, LLC 2.27% Reduce -4.3% 21,797 $10.8M
Stratos Wealth Partners, LTD. 0.18% Add +2.5% 21,682 $10.7M
Princeton Global Asset Management LLC 2.54% Add +0.1% 21,581 $10.7M
HighPoint Advisor Group LLC 0.75% Reduce -2.5% 20,848 $10.7M
Berger Financial Group, Inc 0.88% Add +3.6% 21,544 $10.7M
Shelton Capital Management 0.30% Add +3.9% 21,487 $10.6M
Moneta Group Investment Advisors LLC 0.17% Add +7.5% 21,403 $10.6M
WoodTrust Financial Corp 1.67% Reduce -2.0% 21,302 $10.5M
Woodmont Investment Counsel LLC 0.87% Add +7.2% 20,928 $10.4M
CX Institutional 0.50% Add +8.1% 20,848 $10.3M
St Germain D J Co. Inc. 0.50% Reduce -0.2% 20,794 $10.3M
Schechter Investment Advisors, LLC 0.77% Add +37.8% 20,781 $10.3M
Broderick Brian C 2.20% Add +11.7% 20,775 $10.3M
TD Private Client Wealth LLC 0.34% Reduce -14.0% 20,755 $10.3M
Capstone Investment Advisors, LLC 0.35% Add +939.0% 20,717 $10.2M
Horizon Investments, LLC 0.27% Reduce -0.5% 20,704 $10.2M
NBT Bank, N.A. 0.75% Reduce -1.3% 20,685 $10.2M
Beese Fulmer Investment Management, Inc. 0.96% Add +1262.2% 20,623 $10.2M
LGT Group Foundation 0.24% Reduce -35.0% 20,550 $10.2M
WESPAC Advisors SoCal, LLC 2.65% Add +0.4% 20,508 $10.1M
Sequoia Financial Advisors, LLC 0.13% Reduce -33.7% 20,498 $10.1M
Principal Securities, Inc. 0.32% Add +2.1% 20,483 $10.1M
Earnest Partners LLC 0.05% Reduce -53.7% 20,403 $10.1M
Ameritas Investment Partners, Inc. 0.35% Reduce -4.7% 20,378 $10.1M
Executive Wealth Management, LLC 0.88% Add +4.4% 20,564 $10.1M
Compound Global Advisors, LLC 1.78% Reduce -15.3% 20,354 $10.1M
Beach Investment Counsel Inc. 1.24% No change 19,058 $10.0M
Davis-Rea LTD. 4.57% Add +103.2% 20,278 $10.0M
Signaturefd, LLC 0.21% Reduce -5.2% 20,275 $10.0M
Greenwich Wealth Management LLC 0.80% Add +0.1% 20,270 $10.0M
Anchor Investment Management, LLC 1.05% Add +3.2% 20,262 $10.0M
Toth Financial Advisory Corp. 1.24% Add +1.5% 20,024 $9.9M
Strong Tower Advisory Services 3.98% Reduce -0.1% 20,225 $9.9M
AlTi Global, Inc. 0.28% Add +58.4% 20,021 $9.9M
Bornite Capital Management LP 1.66% Reduce -33.3% 20,000 $9.9M
Governors Lane LP 1.61% Add +13.3% 20,000 $9.9M
KCM Investment Advisors LLC 0.37% Add +1.8% 19,906 $9.8M
Pallas Capital Advisors LLC 0.41% Add +3.5% 19,889 $9.8M
Point72 Hong Kong Ltd 0.50% New 19,848 $9.8M
North Star Asset Management Inc. 0.46% Add +21.2% 19,815 $9.8M
Wedge Capital Management L L P 0.16% Add +36.5% 19,781 $9.8M
TCTC Holdings, LLC 0.32% Add +0.3% 19,768 $9.8M
Evoke Wealth, LLC 0.29% New 19,760 $9.8M
Advanced Asset Management Advisors Inc 2.41% Reduce -0.2% 19,700 $9.7M
Plato Investment Management Ltd 1.01% Add +754.4% 19,676 $9.7M
Mutual Advisors, LLC 0.31% Add +1.7% 19,676 $9.7M
Castleark Management LLC 0.40% Add +11.7% 19,634 $9.7M
Kesler, Norman & Wride, LLC 2.06% Add +16.3% 19,623 $9.7M
Allen Mooney & Barnes Investment Advisors LLC 1.86% Add +0.7% 21,957 $9.7M
Ballentine Partners, LLC 0.18% Reduce -1.2% 19,503 $9.6M
Ascent Wealth Partners, LLC 1.43% Add +1.0% 19,443 $9.6M
Wealth Advisory Solutions, LLC 2.49% Add +6.5% 19,427 $9.6M
Ibex Wealth Advisors 2.60% — 18,103 $9.6M
PFM Health Sciences, LP 0.49% No change 19,361 $9.6M
Stokes Capital Advisors, LLC 2.76% Add +4.7% 19,206 $9.5M
Caldwell Trust Co 1.10% Reduce -3.3% 19,159 $9.5M
Capital Investment Advisors, LLC 0.22% Add +12.6% 19,027 $9.4M
Motco 0.56% Add +4.2% 19,001 $9.4M
Hancock Whitney Corp. 0.32% Reduce -54.6% 18,996 $9.4M
Mattern Capital Management, LLC 1.27% Add +7.2% 18,930 $9.4M
Capital International Sarl 0.31% Add +15.7% 18,883 $9.3M
Orange Investment Advisors, Inc. 1.12% Add +4.6% 18,830 $9.3M
Integrated Advisors Network LLC 0.48% Add +40.2% 18,806 $9.3M
Fulcrum Capital LLC 2.20% Add +12.5% 18,781 $9.3M
Profund Advisors LLC 0.36% Reduce -5.7% 18,778 $9.3M
Great Waters Wealth Management 1.51% Reduce -0.2% 18,634 $9.2M
Morse Asset Management, Inc 2.36% Add +2.5% 18,522 $9.2M
Cozad Asset Management Inc. 0.95% Add +10.7% 18,456 $9.1M
Forbes J M & Co. LLP 0.99% Reduce -1.9% 18,444 $9.1M
Americana Partners, LLC 0.76% Add +10.0% 18,344 $9.1M
Ostrum Asset Management 0.72% Add +8.2% 18,338 $9.1M
Goelzer Investment Management, Inc. 0.51% Add +8.4% 18,318 $9.1M
Atlantic Union Bankshares Corp 0.76% Reduce -3.3% 18,287 $9.0M
Running Oak Capital LLC 1.45% Add +13.6% 18,274 $9.0M
Prospera Financial Services Inc 0.27% Reduce -31.5% 18,201 $9.0M
Walleye Trading LLC 0.15% Reduce -76.0% 18,140 $9.0M
Schonfeld Strategic Advisors LLC 0.07% New 18,087 $8.9M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.21% Add +0.9% 18,054 $8.9M
Guardian Capital Advisors LP 0.96% Reduce -6.7% 18,608 $8.9M
Central Bank & Trust Co. 1.27% Reduce -8.3% 18,003 $8.9M
Citizens National Bank Trust Department 2.06% Reduce -0.4% 17,964 $8.9M
Venture Visionary Partners LLC 0.42% Reduce -11.4% 17,947 $8.9M
Picton Mahoney Asset Management 0.37% Reduce -41.5% 17,930 $8.9M
Balentine LLC 0.26% Reduce -16.5% 17,927 $8.9M
Estabrook Capital Management 1.37% Reduce -2.9% 17,863 $8.8M
Brighton Jones LLC 0.32% Reduce -0.9% 17,844 $8.8M
Exchange Traded Concepts, LLC 0.23% Add +18.7% 17,763 $8.8M
Stonegate Investment Group, LLC 0.28% Add +3.7% 17,731 $8.8M
SYSTM Wealth Solutions LLC 1.11% Reduce -4.6% 17,717 $8.8M
Lincoln Capital Corp. 3.83% Reduce -1.9% 17,711 $8.8M
Summit Financial, LLC 0.52% Reduce -13.0% 17,707 $8.8M
American Trust 0.72% Add +4.5% 17,474 $8.6M
Pitcairn Co. 0.56% Add +2.3% 17,447 $8.6M
Security National Bank 1.30% Add +1.1% 17,377 $8.6M
Elk River Wealth Management LLC 1.74% Reduce -8.4% 17,344 $8.6M
Burt Wealth Advisors 2.17% Add +1.6% 17,325 $8.6M
Sheaff Brock Investment Advisors, LLC 0.68% Add +7.7% 17,305 $8.6M
NorthCrest Asset Manangement, LLC 0.29% Add +7.8% 17,273 $8.5M
Savant Capital, LLC 0.10% Reduce -1.1% 17,260 $8.5M
Biondo Investment Advisors, LLC 1.32% Add +66.8% 17,260 $8.5M
Bank of Nova Scotia Trust Co. 0.92% Add +6.7% 17,220 $8.5M
Chronos Wealth Management, LLC 4.93% Add +2.6% 17,039 $8.4M
Avitas Wealth Management LLC 1.28% Reduce -0.7% 17,032 $8.4M
Ally Financial Inc. 1.14% New 17,000 $8.4M
FourThought Financial Partners, LLC 0.96% Add +7.1% 16,994 $8.4M
First Hawaiian Bank 0.26% Reduce -6.9% 16,966 $8.4M
Icon Wealth Advisors, LLC 0.77% Add +43.3% 16,852 $8.3M
GHP Investment Advisors, Inc. 0.41% Add +2.0% 16,713 $8.3M
McKinley Carter Wealth Services, Inc. 0.55% Add +4.6% 16,668 $8.2M
Blue Edge Capital, LLC 1.38% New 16,662 $8.2M
Cullinan Associates Inc. 0.46% Reduce -16.7% 16,654 $8.2M
Brown Shipley& Co Ltd 2.59% Add +13.4% 16,817 $8.2M
Zions Bancorporation, N.A. 0.61% Add +0.3% 16,635 $8.2M
Evexia Wealth LLC 3.39% Reduce -0.6% 18,731 $8.2M
Tradition Wealth Management, LLC 0.83% Add +3.5% 16,626 $8.2M
Verdence Capital Advisors LLC 0.75% Reduce -2.1% 16,584 $8.2M
RNC Capital Management LLC 0.47% Add +12.6% 16,556 $8.2M
Consolidated Investment Group LLC 1.32% No change 16,535 $8.2M
Lincoln National Corp. 0.13% Add +6.7% 16,528 $8.2M
Busey Bank 0.29% Add +0.7% 16,512 $8.2M
Winmill & Co. Inc. 2.32% No change 16,475 $8.2M
Oxbow Advisors, LLC 1.16% Reduce -0.2% 16,431 $8.1M
Timber Creek Capital Management LLC 2.53% Add +4.8% 16,394 $8.1M
Evergreen Capital Management LLC 0.31% Reduce -6.8% 16,385 $8.1M
Arjuna Capital 2.29% Add +23.4% 16,345 $8.1M
Stratos Investment Management, LLC 0.79% Add +4.2% 16,339 $8.1M
Stolper Co 2.91% Reduce -2.1% 16,315 $8.1M
Highland Capital Management, LLC 0.46% Reduce -1.9% 16,259 $8.0M
Gotham Asset Management 0.12% Reduce -13.3% 16,241 $8.0M
Global Retirement Partners, LLC 0.30% Add +2.0% 16,186 $8.0M
Mitchell Capital Management Co. 1.53% Reduce -1.8% 16,148 $8.0M
GDS Wealth Management 0.94% Add +18.8% 16,143 $8.0M
Teza Capital Management LLC 1.06% New 16,141 $8.0M
Iyo Bank, Ltd. 3.18% Add +289.6% 16,130 $8.0M
Markel Group 0.08% Add +46.4% 16,100 $8.0M
Ledyard National Bank 0.77% Reduce -1.9% 16,099 $8.0M
Elevation Point Wealth Partners, LLC 0.61% Add +84.3% 16,074 $8.0M
Schnieders Capital Management LLC 1.65% Reduce -5.4% 16,013 $7.9M
Pine Valley Investments Ltd Liability Co 0.62% Add +9.8% 16,002 $7.9M
Argonautica Private Wealth Management, Inc. 2.84% Add +3.1% 15,998 $7.9M
Steward Partners Investment Solutions, LLC 1.33% Add +228.4% 15,996 $7.9M
MainStreet Investment Advisors LLC 0.95% Reduce -8.9% 15,994 $7.9M
First National Bank of Omaha 0.54% Reduce -30.9% 15,055 $7.9M
Fragasso Financial Advisors Inc 0.67% Reduce -0.4% 15,939 $7.9M
Blue Fin Capital, Inc. 1.76% Add +4.2% 15,934 $7.9M
Ritholtz Wealth Management 0.27% Reduce -5.7% 15,911 $7.9M
Cyrus J. Lawrence, LLC 1.74% — 15,885 $7.9M
Sigma Planning Corp 0.25% Add +129.0% 15,863 $7.8M
BTC Capital Management, Inc. 0.72% — 15,822 $7.8M
Jackson Wealth Management, LLC 0.98% Add +4.7% 15,822 $7.8M
Trium Capital LLP 2.93% Add +18.2% 15,814 $7.8M
AIA Group Ltd 0.25% Reduce -26.2% 15,780 $7.8M
Seaview Investment Managers LLC 2.33% Add +5.1% 15,622 $7.7M
Puzo Michael J 2.13% Add +12.7% 15,557 $7.7M
AMG National Trust Bank 0.22% Reduce -1.4% 15,512 $7.7M
Rothschild Capital Partners, LLC 2.22% Reduce -0.3% 15,482 $7.7M
Griffin Asset Management, Inc. 0.91% Add +11.8% 15,455 $7.6M
Wright Investors Service Inc. 1.93% Reduce -0.7% 15,377 $7.6M
Alley Investment Management Company, LLC 1.05% Add +0.8% 15,353 $7.6M
Marietta Wealth Management, LLC 1.25% Add +2.5% 15,341 $7.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.86% Reduce -0.2% 15,311 $7.6M
Park State Asset Management 4.51% Add +2.2% 15,309 $7.6M
Empire Life Investments Inc. 0.46% Reduce -3.0% 15,217 $7.5M
Lester Murray Antman dba SimplyRich 2.43% Add +0.1% 15,198 $7.5M
Entropy Technologies, LP 0.80% Add +321.1% 15,176 $7.5M
Coastline Trust Co 0.91% Reduce -2.9% 15,156 $7.5M
Texas Capital Bank Wealth Management Services Inc 0.82% Reduce -2.3% 15,140 $7.5M
Sigma Investment Counselors Inc. 0.48% Reduce -2.4% 15,128 $7.5M
Montanova Capital, LLC 0.32% Add +17.9% 15,123 $7.5M
Checchi Capital Advisers, LLC 0.58% Reduce -3.2% 15,099 $7.5M
Red Door Wealth Management, LLC 1.44% Add +2.0% 15,079 $7.5M
Hilton Capital Management, LLC 0.67% Reduce -27.6% 15,043 $7.4M
Soltis Investment Advisors LLC 0.83% Add +93.3% 15,010 $7.4M
CenterBook Partners LP 0.51% Add +27.6% 14,988 $7.4M
Investment Management Corp of Ontario 0.22% Reduce -66.8% 14,921 $7.4M
Asio Capital, LLC 1.56% Add +7.6% 14,898 $7.4M
Meritage Portfolio Management 0.47% Reduce -6.0% 14,898 $7.4M
Mader & Shannon Wealth Management, Inc. 4.13% Add +2.8% 14,890 $7.4M
Tran Capital Management, L.P. 0.82% New 14,809 $7.3M
Spirepoint Private Client, LLC 1.11% — 14,784 $7.3M
Ballast, Inc. 2.31% Add +17.0% 14,755 $7.3M
Burns J W & Co. Inc. 1.01% Add +1.4% 14,718 $7.3M
1834 Investment Advisors Co. 0.86% Reduce -20.3% 14,703 $7.3M
Colonial Trust Co / SC 1.36% Reduce -0.8% 14,694 $7.3M
Asset Dedication, LLC 0.54% Add +4.0% 14,935 $7.2M
CreativeOne Wealth, LLC 0.29% Add +24.8% 14,633 $7.2M
Gladstone Institutional Advisory LLC 0.40% Add +14.3% 14,628 $7.2M
Concurrent Investment Advisors, LLC 0.29% Add +8.3% 14,578 $7.2M
Aljian Capital Management, LLC 2.68% Add +6.9% 14,562 $7.2M
Telos Capital Management, Inc. 0.81% Add +809.1% 14,555 $7.2M
Bogart Wealth, LLC 0.37% Add +6.5% 14,543 $7.2M
Granite Investment Partners, LLC 0.27% Reduce -55.0% 14,509 $7.2M
SOL Capital Management CO 0.90% Add +2.4% 14,503 $7.2M
Olstein Capital Management, L.P. 1.17% Add +93.3% 14,500 $7.2M
Silicon Valley Capital Partners 1.07% Add +44.2% 14,467 $7.2M
Kingswood Wealth Advisors, LLC 0.82% Reduce -8.1% 14,456 $7.2M
Nemes Rush Group LLC 1.02% Add +3.1% 14,437 $7.1M
Buckhead Capital Management LLC 2.42% Add +9.4% 14,425 $7.1M
Unison Asset Management LLC 3.73% Add +30.6% 14,409 $7.1M
KMG Fiduciary Partners, LLC 0.74% Reduce -0.1% 14,372 $7.1M
Bellecapital International Ltd. 1.59% Add +3.9% 14,355 $7.1M
Thompson Investment Management, Inc. 1.08% Add +2.2% 14,347 $7.1M
HBK Sorce Advisory LLC 0.25% Reduce -2.7% 14,258 $7.1M
Spinnaker Trust 0.45% Add +6.3% 14,237 $7.0M
Bedell Frazier Investment Counselling, LLC 1.76% Add +1.8% 14,227 $7.0M
Caprock Group, LLC 0.40% Reduce -0.7% 14,158 $7.0M
Verition Fund Management LLC 0.08% Add +40.7% 14,112 $7.0M
Duncker Streett & Co. Inc. 1.37% Add +3.7% 14,032 $6.9M
Sierra Summit Advisors LLC 1.89% Add +5.8% 14,007 $6.9M
Vanguard Capital Wealth Advisors 4.86% Add +1.5% 13,923 $6.9M
Kidder Stephen W 2.20% Reduce -2.3% 13,916 $6.9M
Liberty Capital Management, Inc. 1.69% Reduce -1.9% 13,890 $6.9M
NatWest Group plc 2.64% Reduce -30.3% 13,863 $6.9M
Perigon Wealth Management, LLC 0.21% Add +0.2% 13,850 $6.9M
Eagle Capital Management, LLC 3.08% Add +0.4% 13,821 $6.8M
First Trust Direct Indexing L.P. 0.51% Add +0.4% 13,820 $6.8M
Community Bank & Trust, Waco, Texas 1.67% Add +11.4% 13,784 $6.8M
Te Ahumairangi Investment Management Ltd 1.18% Add +12.3% 13,766 $6.8M
Cape Cod Five Cents Savings Bank 0.65% Add +1.3% 13,736 $6.8M
Lindbrook Capital, LLC 0.63% Reduce -2.6% 13,694 $6.8M
Valeo Financial Advisors, LLC 0.24% Reduce -4.5% 13,818 $6.7M
Naples Global Advisors, LLC 0.69% Add +10.9% 13,580 $6.7M
U.S. Capital Wealth Advisors, LLC 0.26% Reduce -7.0% 13,573 $6.7M
EFG Asset Management (Americas) Corp. 2.03% Reduce -29.1% 13,497 $6.7M
CMH Wealth Management LLC 1.68% Reduce -7.4% 13,384 $6.6M
Sandy Spring Bank 0.30% Add +0.1% 13,331 $6.6M
Trivium Point Advisory, LLC 1.42% Add +4.7% 13,330 $6.6M
GYL Financial Synergies, LLC 0.52% Add +0.5% 13,324 $6.6M
First Interstate Bank 0.46% Reduce -5.3% 13,283 $6.6M
Resources Management Corp. /CT/ 0.96% Add +10.4% 13,276 $6.6M
PKO Investment Management Joint-Stock Co 0.78% Add +15.8% 13,189 $6.6M
Sky Investment Group LLC 1.29% Add +1.4% 13,251 $6.6M
Greenwood Capital Associates LLC 0.87% Add +2.3% 13,226 $6.5M
Milestone Asset Management, LLC 1.86% Add +1732.9% 13,160 $6.5M
PEAK6 Investments LLC 0.31% Reduce -24.4% 13,117 $6.5M
Schwarz Dygos Wheeler Investment Advisors LLC 1.84% Reduce -2.6% 13,106 $6.5M
Weatherly Asset Management L. P. 0.63% Reduce -4.0% 13,079 $6.5M
West Family Investments, Inc. 2.00% Add +2.9% 13,053 $6.5M
Fulton Bank, N.A. 0.26% Reduce -1.0% 13,032 $6.4M
Ulland Investment Advisors, LLC 5.19% Reduce -1.8% 13,006 $6.4M
Asahi Life Asset Management Co., LTD. 3.86% Reduce -30.9% 13,004 $6.4M
Kentucky Farm Bureau Mutual Insurance Co 1.52% No change 13,000 $6.4M
NorthRock Partners, LLC 0.25% Add +2.3% 12,952 $6.4M
Sowell Financial Services LLC 0.30% Reduce -3.7% 12,934 $6.4M
Bar Harbor Wealth Management 0.43% Add +1.3% 12,885 $6.4M
PFG Investments, LLC 0.39% Add +113.0% 12,872 $6.4M
Syon Capital LLC 0.60% Reduce -0.4% 12,855 $6.4M
Nelson Capital Management, LLC 1.21% Add +3.1% 12,844 $6.4M
IFP Advisors, Inc 0.28% Add +7.3% 12,824 $6.3M
Choreo, LLC 0.16% Add +6.3% 12,795 $6.3M
Avior Wealth Management, LLC 0.29% Add +43.5% 12,792 $6.3M
Asset Planning Services Inc. /La/ 3.53% Reduce -1.2% 12,760 $6.3M
Hudson Edge Investment Partners Inc. 1.23% Add +16.1% 12,755 $6.3M
Clearstead Advisors, LLC 0.31% Reduce -8.4% 12,224 $6.3M
Harbour Capital Advisors, LLC 1.54% Add +0.5% 13,615 $6.2M
GM Advisory Group, LLC 0.44% Add +20.8% 12,609 $6.2M
Meridian Wealth Advisors, LLC 1.17% Add +5.8% 12,605 $6.2M
Canal Capital Management, LLC 1.05% Add +7.2% 12,584 $6.2M
Field & Main Bank 2.42% Reduce -4.2% 12,579 $6.2M
Capital Planning Advisors, LLC 1.09% Reduce -0.6% 12,514 $6.2M
CHICAGO TRUST Co NA 1.28% Add +1.3% 12,509 $6.2M
Marshall & Sullivan Inc. 3.03% Reduce -0.7% 12,376 $6.1M
Jasper Ridge Partners, L.P. 0.19% No change 12,375 $6.1M
SlateStone Wealth, LLC 0.61% Reduce -0.9% 12,346 $6.1M
Great Lakes Retirement, Inc. 0.90% Add +3.3% 12,313 $6.1M
ClariVest Asset Management LLC 0.63% Reduce -70.3% 12,288 $6.1M
Perkins Coie Trust Co 1.42% Add +0.4% 12,270 $6.1M
Connecticut Wealth Management, LLC 0.32% Reduce -0.4% 12,265 $6.1M
Harbour Trust & Investment Management Co 0.76% Add +34.9% 12,248 $6.1M
Concourse Financial Group Securities, Inc. 0.39% Add +9.2% 12,237 $6.1M
Wealthspire Advisors, LLC 0.08% Reduce -2.3% 12,230 $6.1M
Boothbay Fund Management, LLC 0.19% Add +1309.6% 12,193 $6.0M
Lake Street Advisors Group, LLC 0.28% Reduce -1.7% 12,141 $6.0M
Culbertson A N & Co. Inc. 1.04% Add +0.8% 12,129 $6.0M
S&T Bank 1.15% Reduce -13.0% 12,094 $6.0M
Whalerock Point Partners, LLC 1.69% Add +4.9% 12,090 $6.0M
Tritonpoint Wealth, LLC 0.62% Reduce -6.4% 12,522 $6.0M
Legacy Advisors, LLC 0.76% Reduce -18.0% 12,083 $6.0M
Globeflex Capital L P 0.58% No change 12,055 $6.0M
Diversify Advisory Services, LLC 0.35% — 12,138 $5.9M
Kintegral Advisory, LLC 0.59% Reduce -0.3% 11,938 $5.9M
Monetary Management Group Inc. 1.64% Add +1.2% 11,933 $5.9M
Cubic Asset Management, LLC 1.39% Reduce -2.6% 11,883 $5.9M
Clearstead Trust, LLC 1.54% Reduce -6.5% 11,873 $5.9M
RBA Wealth Management, LLC 2.36% Add +0.9% 11,785 $5.8M
Merit Financial Group, LLC 0.14% Add +30.0% 11,805 $5.8M
Bristlecone Advisors, LLC 0.51% Reduce -0.0% 11,751 $5.8M
Lanark Financial, Inc. 0.55% Reduce -1.4% 11,750 $5.8M
Thoroughbred Financial Services, LLC 0.56% Reduce -32.4% 11,728 $5.8M
Stiles Financial Services Inc 2.32% Add +0.6% 11,718 $5.8M
Zurich Insurance Group Ltd 0.05% Reduce -94.6% 11,700 $5.8M
Mirador Capital Partners LP 1.10% Add +12.3% 11,684 $5.8M
Capital Investment Counsel, LLC 1.23% Add +92.3% 11,607 $5.7M
Bulltick Wealth Management, LLC 1.20% Add +3.6% 11,606 $5.7M
Waldron Private Wealth LLC 0.26% Reduce -7.6% 11,600 $5.7M
Little House Capital LLC 1.90% Add +33.2% 11,595 $5.7M
D L Carlson Investment Group Inc. 1.12% Reduce -2.6% 11,575 $5.7M
Reliant Investment Management, LLC 2.67% Add +2.2% 11,533 $5.7M
City Holding Co. 0.86% Reduce -1.6% 11,533 $5.7M
Value Partners Investments Inc. 0.47% Add +6.0% 11,522 $5.7M
Barbara Oil Co. 2.40% No change 11,500 $5.7M
Lountzis Asset Management, LLC 2.69% No change 11,495 $5.7M
Dynasty Wealth Management, LLC 0.18% — 11,486 $5.7M
Vestor Capital, LLC 0.48% Reduce -2.1% 11,467 $5.7M
Pegasus Partners Ltd. 0.60% Reduce -0.1% 11,464 $5.7M
Plancorp, LLC 0.25% Reduce -0.9% 11,448 $5.7M
Lynch Asset Management, Inc. 2.65% Add +3.6% 11,400 $5.6M
Nikulski Financial, Inc. 1.87% Reduce -1.4% 11,382 $5.6M
Saranac Partners Ltd 3.45% Add +7.4% 11,378 $5.6M
Nations Financial Group Inc, /Ia/ 0.47% Reduce -0.5% 11,345 $5.6M
Rockline Wealth Management, LLC 1.96% Add +2.2% 11,308 $5.6M
Montag A & Associates Inc. 0.28% Add +1.8% 11,281 $5.6M
JCIC Asset Management Inc. 2.30% Add +1.5% 11,267 $5.6M
Private Trust Co. NA 0.60% Reduce -3.6% 11,258 $5.6M
Meeder Advisory Services, Inc. 0.56% Add +2.1% 11,227 $5.6M
Jaffetilchin Investment Partners, LLC 0.50% Add +10.5% 11,224 $5.6M
Souders Financial Advisors 0.87% Add +3.4% 11,205 $5.5M
Waverly Advisors, LLC 0.13% Add +15.3% 11,193 $5.5M
Summit Global Investments 0.41% Add +34.8% 11,163 $5.5M
Essex Financial Services, Inc. 0.51% Reduce -4.2% 11,145 $5.5M
Keeler Thomas Management LLC 1.89% Add +9.4% 11,136 $5.5M
Capital Analysts, LLC 0.26% Add +2.5% 11,114 $5.5M
Community Financial Services Group, LLC 1.25% — 11,093 $5.5M
GS Investments, Inc. 2.64% Reduce -0.1% 11,081 $5.5M
Csenge Advisory Group 0.31% Add +1.3% 11,060 $5.5M
Acropolis Investment Management, LLC 0.36% Reduce -0.9% 11,014 $5.4M
DLK Investment Management, LLC 2.32% Add +2.9% 11,010 $5.4M
Quadrant Capital Group LLC 0.43% Reduce -8.6% 11,000 $5.4M
CTC LLC 0.09% New 10,975 $5.4M
Cornerstone Wealth Group, LLC 0.50% Add +18.5% 10,964 $5.4M
Blue Zone Wealth Advisors, LLC 1.86% Add +7.0% 10,919 $5.4M
Chatham Capital Group, Inc. 0.99% Add +6.7% 10,882 $5.4M
China Universal Asset Management Co., Ltd. 0.68% Add +20.6% 10,867 $5.4M
Wexford Capital LP 1.09% Add +194.9% 10,828 $5.4M
Sandhill Capital Partners LLC 0.43% Add +37.3% 10,828 $5.4M
Kingsview Wealth Management, LLC 0.13% Reduce -9.4% 10,764 $5.3M
Ayrshire Capital Management LLC 2.87% Add +8.0% 10,728 $5.3M
Koss-Olinger Consulting, LLC 2.87% New 10,728 $5.3M
Moloney Securities Asset Management, LLC 0.80% Add +4.3% 10,707 $5.3M
J. W. Coons Advisors, LLC 0.93% Add +12.9% 10,686 $5.3M
Duff & Phelps Investment Management Co. 0.06% Add +3.4% 10,673 $5.3M
Simmons Bank 0.40% Reduce -1.4% 10,645 $5.3M
Northeast Financial Consultants Inc 0.26% Add +3.1% 10,640 $5.3M
Thematics Asset Management 0.22% Reduce -7.0% 10,628 $5.3M
Trust Asset Management LLC 0.46% No change 10,545 $5.2M
Carderock Capital Management Inc. 1.46% Reduce -23.9% 10,512 $5.2M
Claro Advisors Inc. 0.90% Add +67.3% 10,493 $5.2M
Peloton Wealth Strategists 2.14% Add +12.9% 10,493 $5.2M
Connable Office Inc. 0.59% Reduce -4.0% 10,486 $5.2M
River Wealth Advisors LLC 0.75% Add +2.9% 10,478 $5.2M
Ontario Teachers Pension Plan Board 0.05% Add +39.9% 10,451 $5.2M
Bank of New Hampshire 1.36% Add +0.1% 10,441 $5.2M
Rench Wealth Management, Inc. 1.97% Add +210.4% 10,404 $5.1M
Arden Trust Co 0.72% Reduce -0.7% 10,400 $5.1M
Heirloom Wealth Management 1.74% Reduce -1.5% 10,343 $5.1M
Cypress Asset Management Inc. 1.38% Add +1.1% 10,118 $5.1M
Qtron Investments LLC 0.72% No change 10,241 $5.1M
Round Rock Advisors LLC 1.21% Reduce -14.1% 10,231 $5.1M
PFG Advisors 0.37% Add +2.8% 10,186 $5.0M
Legacy Private Trust Co. 0.37% Add +6.3% 10,174 $5.0M
Mirabaud & Cie SA 1.78% Add +42.6% 10,152 $5.0M
Stamos Capital Partners, L.P. 1.14% Add +79.8% 10,140 $5.0M
Weik Capital Management 2.13% Reduce -1.3% 10,138 $5.0M
Trinity Legacy Partners, LLC 1.47% Add +1.1% 10,110 $5.0M
First Trust Investment Solutions L.P. 0.88% Add +73.1% 10,059 $5.0M
Focus Partners Advisor Solutions, LLC 0.14% Add +295.4% 10,056 $5.0M
Independent Financial Group, LLC 0.23% Add +7.7% 10,019 $5.0M
FreeGulliver LLC 4.40% No change 10,000 $4.9M
Sivik Global Healthcare LLC 1.80% No change 10,000 $4.9M
Insigneo Advisory Services, LLC 0.59% Add +18.9% 9,993 $4.9M
University of Texas/Texas Am Investment Management Co. 1.35% No change 9,369 $4.9M
Trifecta Capital Advisors, LLC 1.20% Add +4.4% 9,942 $4.9M
Cordatus Wealth Management LLC 3.56% Add +24.9% 9,936 $4.9M
Fairhaven Wealth Management, LLC 1.69% Reduce -2.0% 9,934 $4.9M
Fortis Group Advisors, LLC 0.90% Add +4.5% 9,908 $4.9M
First National Bank of Mount Dora, Trust Investment Services 1.19% Add +0.7% 9,892 $4.9M
Turtle Creek Wealth Advisors, LLC 1.20% Add +17.5% 9,866 $4.9M
Cigna Investments Inc. 0.92% Reduce -0.8% 9,834 $4.9M
Solidarity Wealth, LLC 1.52% Add +0.2% 9,817 $4.9M
Eclectic Associates Inc. 2.21% Add +0.7% 9,778 $4.8M
Strategy Asset Managers LLC 1.03% Add +0.3% 9,769 $4.8M
Cypress Capital Group 0.58% Add +27.9% 9,744 $4.8M
Holderness Investments Co. 1.18% Add +0.6% 9,723 $4.8M
Pinnacle Holdings, LLC 1.99% Reduce -7.5% 9,719 $4.8M
LexAurum Advisors, LLC 1.21% Reduce -1.1% 9,673 $4.8M
Ameritas Advisory Services, LLC 0.20% Reduce -10.1% 9,682 $4.8M
Mechanics Bank Trust Department 0.70% Add +6.3% 9,653 $4.8M
Portside Wealth Group, LLC 0.88% Reduce -5.3% 9,629 $4.8M
Eagle Rock Investment Company, LLC 0.88% Add +30.2% 9,617 $4.8M
Symmetry Investments LP 0.50% Add +128.8% 9,608 $4.8M
Bray Capital Advisors 1.21% Reduce -0.1% 9,606 $4.8M
Keebeck Wealth Management 0.70% Reduce -13.2% 9,587 $4.7M
Legacy CG, LLC 1.72% Add +2.3% 9,584 $4.7M
Investment House LLC 0.28% No change 9,555 $4.7M
First Fiduciary Investment Counsel, Inc. 0.98% New 9,550 $4.7M
GeoWealth Management, LLC 0.18% Add +46.8% 9,549 $4.7M
Intrust Bank NA 0.51% Reduce -7.1% 9,534 $4.7M
Berkshire Asset Management LLC 0.25% Reduce -0.8% 9,512 $4.7M
HBW Advisory Services LLC 0.88% No change 8,915 $4.7M
Union Heritage Capital, LLC 1.86% Add +20.0% 9,478 $4.7M
Tower View Wealth Management LLC 2.74% Reduce -0.4% 9,476 $4.7M
TrinityPoint Wealth, LLC 0.77% Reduce -36.0% 9,453 $4.7M
Tranquility Partners, LLC 1.80% Reduce -0.1% 9,437 $4.7M
Arkadios Wealth Advisors 0.36% Add +1.1% 9,412 $4.7M
Bison Wealth, LLC 0.75% Reduce -1.9% 9,366 $4.6M
Leeward Financial Partners, LLC 1.95% Add +44.6% 9,328 $4.6M
Duality Advisers, LP 0.45% New 9,302 $4.6M
Transcend Capital Advisors, LLC 0.37% Add +10.9% 9,264 $4.6M
Allen Capital Group, LLC 0.66% Add +1646.6% 9,257 $4.6M
Glen Eagle Advisors, LLC 0.87% Reduce -0.3% 9,252 $4.6M
Deltec Asset Management LLC 0.90% No change 9,232 $4.6M
Icon Advisers Inc. 1.02% No change 9,319 $4.6M
MMBG Investment Advisors Co. 0.48% Add +8.6% 9,223 $4.6M
Wilmington Savings Fund Society, FSB 0.18% — 9,222 $4.6M
Journey Advisory Group, LLC 0.56% Add +2.4% 9,194 $4.5M
LGT Fund Management Co Ltd. 1.90% Add +36.0% 9,190 $4.5M
Martin Capital Partners, LLC 1.74% Reduce -1.9% 9,166 $4.5M
Moody National Bank Trust Division 0.35% Add +0.3% 9,099 $4.5M
Mgo One Seven LLC 0.23% Add +3.8% 9,093 $4.5M
Compton Wealth Advisory Group, LLC 1.23% Add +8.4% 9,078 $4.5M
Plimoth Trust Co. LLC 1.20% Add +3.6% 9,074 $4.5M
Bond & Devick Financial Network, Inc. 2.43% Reduce -3.1% 9,064 $4.5M
Whitford Management LLC 2.52% Reduce -73.7% 9,064 $4.5M
Capital Insight Partners, LLC 0.84% Add +3.8% 9,045 $4.5M
FAS Wealth Partners, Inc. 0.40% Add +0.7% 9,033 $4.5M
Summit Trail Advisors, LLC 0.12% Add +11.1% 9,009 $4.5M
West Branch Capital LLC 1.79% Add +7.2% 8,991 $4.4M
Enterprise Bank & Trust Co 1.52% Reduce -3.7% 8,955 $4.4M
DE Burlo Group Inc. 0.59% Reduce -6.3% 8,935 $4.4M
Lindenwold Advisors, INC 2.36% Reduce -2.1% 8,926 $4.4M
Institutional & Family Asset Management, LLC 0.70% Add +2.1% 8,903 $4.4M
CWA Asset Management Group, LLC 0.27% Add +14.9% 8,899 $4.4M
Johnson Financial Group, Inc. 0.23% Reduce -1.1% 8,823 $4.4M
Centre Asset Management, LLC 1.04% Reduce -5.2% 8,798 $4.4M
Constitution Capital LLC 2.45% Reduce -4.2% 8,769 $4.3M
UNIVEST FINANCIAL Corp 1.22% Reduce -26.5% 8,744 $4.3M
DeDora Capital, Inc. 1.37% Reduce -3.3% 8,728 $4.3M
AEGON ASSET MANAGEMENT UK Plc 0.06% Reduce -18.1% 8,720 $4.3M
E Fund Management Co., Ltd. 0.27% Add +366.9% 8,708 $4.3M
Koshinski Asset Management, Inc. 0.44% Add +49.5% 8,708 $4.3M
Hennion & Walsh Asset Management, Inc. 0.23% Add +9.5% 8,677 $4.3M
Optimum Investment Advisors 1.97% Add +0.2% 8,675 $4.3M
Citizens Business Bank 0.89% Reduce -1.8% 8,673 $4.3M
S.E.E.D. Planning Group LLC 1.56% Add +20.1% 8,661 $4.3M
Belpointe Asset Management LLC 0.32% Add +11.1% 8,659 $4.3M
Beverly Hills Private Wealth, LLC 0.99% Add +2.6% 8,658 $4.3M
Alcosta Capital Management, Inc. 2.87% Reduce -0.4% 8,656 $4.3M
Transamerica Financial Advisors, LLC 0.43% Add +975.7% 8,638 $4.3M
Moneco Advisors, LLC 0.68% Reduce -0.8% 8,626 $4.3M
Notis-McConarty Edward 1.68% Add +7.5% 8,617 $4.3M
NBW Capital LLC 0.87% Reduce -20.7% 8,611 $4.3M
IHT Wealth Management, LLC 0.17% Reduce -9.3% 8,608 $4.3M
Equitable Trust Co. 0.29% Add +6.9% 8,598 $4.3M
Farther Finance Advisors, LLC 0.26% Add +12.0% 8,682 $4.3M
Mitchell McLeod Pugh & Williams Inc. 1.02% Reduce -0.0% 8,581 $4.2M
Mattern Wealth Management LLC 1.03% Reduce -1.5% 8,569 $4.2M
GC Wealth Management RIA, LLC 0.85% Add +41.9% 8,542 $4.2M
Larson Financial Group LLC 0.33% Add +0.1% 8,505 $4.2M
RDA Financial Network 1.44% Add +10.1% 8,503 $4.2M
Gouws Capital LLC 3.19% Add +0.6% 8,499 $4.2M
Knollwood Investment Advisory, LLC 0.76% No change 8,495 $4.2M
Portfolio Design Labs, LLC 1.41% Add +1.0% 8,489 $4.2M
Community Bank, N.A. 0.55% Reduce -1.6% 8,488 $4.2M
Accredited Investors Inc. 0.27% Add +16.2% 8,478 $4.2M
Clear Harbor Asset Management, LLC 0.37% Reduce -0.4% 8,465 $4.2M
TFG Advisers LLC 1.64% Reduce -0.7% 8,446 $4.2M
Nicollet Investment Management, Inc. 1.54% Reduce -0.9% 8,443 $4.2M
Moody LYNN Lieberson & Walker, LLC 0.28% Reduce -7.0% 8,443 $4.2M
Hyman Charles D 0.23% No change 8,390 $4.2M
Delaney Dennis R 2.26% Add +4.2% 8,386 $4.1M
Boston Financial Mangement LLC 0.13% Reduce -2.6% 8,302 $4.1M
FDx Advisors, Inc. 0.62% Reduce -47.3% 8,300 $4.1M
Private Wealth Strategies, L.L.C. 0.89% No change 8,299 $4.1M
Campbell & CO Investment Adviser LLC 0.35% New 8,290 $4.1M
Viawealth, LLC 2.56% Reduce -2.1% 8,288 $4.1M
Western Wealth Management, LLC 0.32% Reduce -26.2% 8,286 $4.1M
Bluespring Wealth Management, LLC 0.45% Add +1.5% 8,275 $4.1M
Graypoint LLC 0.30% Reduce -7.2% 8,272 $4.1M
Raab & Moskowitz Asset Management LLC 1.14% Reduce -0.2% 8,219 $4.1M
Mitchell & Pahl Private Wealth, LLC 2.13% Reduce -0.1% 8,213 $4.1M
Scott & Selber, Inc. 1.38% Add +0.2% 8,198 $4.1M
Arrow Financial Corp 0.40% Reduce -10.3% 8,195 $4.1M
Jackson Hole Capital Partners, LLC 0.93% Add +835.5% 8,186 $4.0M
Shufro Rose & Co. LLC 0.33% Reduce -5.7% 8,176 $4.0M
Becker Capital Management Inc. 0.14% Reduce -1.6% 8,162 $4.0M
Stanley-Laman Group, Ltd. 0.52% Add +8.2% 8,150 $4.0M
New Hampshire Trust 0.94% Reduce -0.1% 8,140 $4.0M
Gratus Capital, LLC 0.19% Reduce -28.4% 8,121 $4.0M
Bellwether Advisors, LLC 0.88% New 8,106 $4.0M
Moors & Cabot, Inc. 0.22% Reduce -9.1% 8,035 $4.0M
Orleans Capital Management Corp. 2.61% Reduce -11.5% 8,032 $4.0M
Fifth Third Wealth Advisors LLC 0.62% Add +30.4% 7,982 $3.9M
Affiance Financial, LLC 1.07% Add +1.5% 7,961 $3.9M
Strategic Wealth Partners, Ltd. 0.43% Add +14.1% 7,941 $3.9M
Archford Capital Strategies, LLC 0.66% Add +2.5% 7,901 $3.9M
Zega Financial, LLC 1.69% Reduce -0.1% 7,891 $3.9M
Fullerton Fund Management Co Ltd. 0.18% Reduce -43.3% 7,891 $3.9M
Atlas Private Wealth Management, LLC 1.64% Add +8.7% 7,886 $3.9M
Fosun International Ltd 1.21% Add +61.8% 7,878 $3.9M
Covenant Asset Management, LLC 0.95% Add +18.6% 7,875 $3.9M
Fidelis Capital Partners, LLC 0.59% Add +9.5% 7,849 $3.9M
Financial Partners Group, LLC 1.50% Add +2.1% 7,845 $3.9M
Shayne & Jacobs, LLC 1.05% Add +12.8% 7,809 $3.9M
Pensionfund Sabic 1.14% Reduce -7.1% 7,800 $3.9M
Abbrea Capital, LLC 0.51% Add +2.0% 7,801 $3.9M
DORCHESTER WEALTH MANAGEMENT Co 0.69% Reduce -6.2% 7,791 $3.9M
Hohimer Wealth Management, LLC 0.90% Add +4.1% 7,785 $3.9M
Family Legacy, Inc. 1.38% Reduce -0.6% 7,753 $3.8M
Channel Wealth LLC 1.54% Add +21.2% 7,748 $3.8M
Daymark Wealth Partners, LLC 0.21% Reduce -0.3% 117,524 $3.8M
Cannell & Spears LLC 0.08% Add +39.9% 7,730 $3.8M
Morton Community Bank 1.10% Add +0.6% 7,707 $3.8M
Pinnacle Wealth Management Advisory Group, LLC 0.41% Reduce -1.1% 7,702 $3.8M
Secured Retirement Advisors, LLC 3.23% Add +13.2% 7,699 $3.8M
Advocate Group LLC 0.76% Add +1.6% 7,683 $3.8M
SouthState Bank Corp 0.30% Add +0.3% 7,679 $3.8M
Wolverine Trading, LLC 0.04% Reduce -28.8% 7,675 $3.8M
Sitrin Capital Management LLC 2.07% Reduce -2.4% 7,663 $3.8M
Harbour Investment Management LLC 1.78% Add +0.3% 7,646 $3.8M
Ingalls & Snyder LLC 0.17% Add +60.0% 7,636 $3.8M
Shorepoint Capital Partners LLC 0.92% Reduce -1.1% 7,629 $3.8M
Clarius Group, LLC 0.26% Reduce -10.6% 7,613 $3.8M
Murphy Pohlad Asset Management LLC 1.47% No change 7,609 $3.8M
Elgethun Capital Management 0.95% Reduce -2.5% 7,631 $3.8M
Lyell Wealth Management, LP 0.38% Add +19.2% 7,571 $3.7M
Nilsine Partners, LLC 0.51% Reduce -6.4% 7,569 $3.7M
Principle Wealth Partners LLC 0.29% Add +0.3% 7,550 $3.7M
Studio Investment Management LLC 0.89% Add +0.2% 7,548 $3.7M
Wambolt & Associates, LLC 1.12% Add +16.9% 7,608 $3.7M
Greenline Partners, LLC 0.59% No change 7,523 $3.7M
Bank Pictet & Cie (asia) Ltd. 2.05% Add +6.6% 7,508 $3.7M
Twinbeech Capital LP 0.08% Add +83.1% 7,486 $3.7M
PACK Private Wealth, LLC 2.32% No change 7,472 $3.7M
Cox Capital Mgt LLC 2.27% Reduce -1.6% 7,450 $3.7M
Bfsg, LLC 0.49% No change 7,439 $3.7M
Wintrust Investments LLC 0.32% Reduce -0.1% 7,392 $3.7M
Alerus Financial NA 0.27% Reduce -37.5% 7,353 $3.6M
Centric Wealth Management 1.15% Add +7.5% 7,488 $3.6M
Banco de Sabadell, S.A 2.68% Reduce -3.5% 7,281 $3.6M
Bensler, LLC 0.52% Reduce -0.7% 7,259 $3.6M
Westover Capital Advisors, LLC 1.05% Reduce -4.3% 7,249 $3.6M
Central Pacific Bank - Trust Division 0.47% — 7,302 $3.6M
Piscataqua Savings Bank 3.14% Reduce -1.8% 7,195 $3.6M
Roanoke Asset Management Corp./ NY 1.18% Reduce -0.1% 7,195 $3.6M
Delta Capital Management LLC 2.39% No change 7,190 $3.6M
Sweet Financial Partners, LLC 0.82% Add +8.1% 7,190 $3.6M
BOK Financial Private Wealth, Inc. 0.26% Reduce -8.2% 7,175 $3.5M
Accurate Wealth Management, LLC 1.04% Reduce -0.1% 7,079 $3.5M
Grey Street Capital, LLC 0.48% New 7,142 $3.5M
Consolidated Capital Management, LLC 1.69% Add +0.1% 7,139 $3.5M
MPS Loria Financial Planners, LLC 1.19% Add +0.2% 7,132 $3.5M
Broadleaf Partners, LLC 0.90% Reduce -38.6% 7,131 $3.5M
B.O.S.S. Retirement Advisors, LLC 1.35% Reduce -16.8% 6,700 $3.5M
Dempze Nancy E 2.68% Add +6.6% 7,126 $3.5M
Condor Capital Management 0.34% Add +0.6% 7,116 $3.5M
Bey-Douglas LLC 3.36% Reduce -0.9% 7,099 $3.5M
Naviter Wealth, LLC 0.57% Add +15.8% 7,095 $3.5M
GUNN & Co INVESTMENT MANAGEMENT, INC. 2.63% Reduce -92.8% 7,081 $3.5M
Pinnacle West Asset Management, Inc. 2.78% Reduce -0.1% 7,075 $3.5M
World Investment Advisors 0.50% Reduce -67.9% 2,512 $3.5M
Birch Capital Management, LLC 1.82% Reduce -1.2% 7,069 $3.5M
Costello Asset Management, INC 2.50% Add +17.0% 7,068 $3.5M
Barings LLC 0.09% Reduce -9.5% 7,031 $3.5M
Carret Asset Management, LLC 0.41% Add +6.6% 7,018 $3.5M
International Assets Investment Management, LLC 0.36% Add +58.1% 7,062 $3.5M
San Luis Wealth Advisors LLC 1.82% Add +8.4% 6,991 $3.5M
Bell Bank 0.30% Add +15.1% 6,989 $3.5M
Harrell Investment Partners, LLC 1.02% Reduce -7.8% 6,987 $3.5M
Avestar Capital, LLC 0.40% Add +16.3% 6,973 $3.4M
Waterloo Capital, L.P. 0.44% Add +31.0% 6,959 $3.4M
Proquility Private Wealth Partners, LLC 1.17% Add +10.0% 6,928 $3.4M
Founders Financial Securities LLC 0.36% Reduce -12.8% 6,921 $3.4M
Valley Brook Capital Group, Inc. 2.74% Add +3.7% 6,919 $3.4M
Paragon Advisors, LLC 1.38% Add +109.6% 6,916 $3.4M
SevenBridge Financial Group, LLC 0.77% Reduce -1.4% 6,929 $3.4M
Capital City Trust Co. 0.95% Add +2.3% 6,896 $3.4M
Fairbanks Capital Management, Inc. 2.35% Reduce -1.3% 6,896 $3.4M
Forum Financial Management, LP 0.06% Reduce -1.1% 6,892 $3.4M
Decatur Capital Management, Inc. 1.85% Reduce -1.0% 6,890 $3.4M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.44% Add +4.4% 6,838 $3.4M
Templeton & Phillips Capital Management, LLC 3.13% Reduce -24.8% 6,831 $3.4M
Flagship Harbor Advisors, LLC 0.22% Add +1.8% 6,823 $3.4M
WealthShield Partners, LLC 0.54% Add +0.5% 6,791 $3.4M
Robertson Stephens Wealth Management, LLC 0.18% Add +16.4% 6,787 $3.4M
Grove Bank & Trust 0.57% Add +2.4% 6,781 $3.4M
Avantax Planning Partners, Inc. 0.11% Add +23.3% 6,749 $3.3M
Lineweaver Wealth Advisors, LLC 0.79% Add +6.3% 6,730 $3.3M
Beacon Bank & Trust 0.83% Reduce -1.3% 6,721 $3.3M
Valmark Advisers, Inc. 0.06% Add +8.7% 6,718 $3.3M
Bollard Group LLC 0.10% Add +0.2% 6,712 $3.3M
JB Capital LLC 0.22% Add +0.7% 6,708 $3.3M
RiverPark Advisors, LLC 2.72% Add +13.8% 6,691 $3.3M
Parisi Gray Wealth Management 1.24% Add +1.4% 6,684 $3.3M
Bourgeon Capital Management LLC 0.65% Add +27.8% 6,681 $3.3M
Chemistry Wealth Management LLC 0.89% Add +4.4% 6,675 $3.3M
Royal Capital Wealth Management, LLC 2.59% Reduce -0.2% 6,666 $3.3M
DF Dent & Co. Inc. 0.04% Add +3.9% 6,647 $3.3M
Vanderbilt University 0.68% Add +89.0% 6,641 $3.3M
V-Square Quantitative Management LLC 0.46% Add +134.6% 6,625 $3.3M
Hilltop Holdings Inc. 0.36% Add +0.3% 6,574 $3.3M
Financial Advisory Partners, LLC 1.25% Reduce -12.8% 6,565 $3.2M
Capital Asset Advisory Services LLC 0.19% Add +9.8% 7,125 $3.2M
Sugarloaf Wealth Management, LLC 0.67% Add +10.5% 6,543 $3.2M
Regent Peak Wealth Advisors LLC 0.82% Add +4.9% 6,519 $3.2M
Pathway Financial Advisers, LLC 1.16% Reduce -3.0% 6,488 $3.2M
Legacy Wealth Management, LLC / MS 1.45% No change 6,485 $3.2M
Capricorn Fund Managers Ltd 1.93% No change 6,484 $3.2M
Kovack Advisors, Inc. 0.39% Add +35.6% 6,483 $3.2M
Manhattan West Asset Management, LLC 0.77% Add +17.3% 6,469 $3.2M
First Horizon Advisors, Inc. 0.10% Reduce -2.1% 6,446 $3.2M
Renasant Bank 2.26% Add +0.1% 6,421 $3.2M
Jessup Wealth Management, Inc 1.35% Reduce -3.4% 6,396 $3.2M
Dover Advisors, LLC 2.16% Add +64.6% 6,379 $3.2M
Bay Rivers Group 1.73% Add +10.5% 6,360 $3.1M
Harmony Asset Management LLC 1.30% Add +2.8% 6,358 $3.1M
Brady Family Wealth, LLC 1.02% Add +0.6% 6,358 $3.1M
Foster & Motley Inc. 0.22% Reduce -2.5% 6,353 $3.1M
Cetera Trust Company, N.A 1.89% Reduce -3.9% 6,335 $3.1M
GLOBALT Investments LLC / GA 0.12% Reduce -27.9% 6,310 $3.1M
Occidental Asset Management, LLC 0.58% Add +1.7% 6,293 $3.1M
Commonwealth Retirement Investments LLC 1.48% Add +6.0% 6,276 $3.1M
Independence Bank of Kentucky 0.93% Add +27.5% 6,267 $3.1M
Harbour Investments, Inc. 0.11% Add +7.7% 6,247 $3.1M
Sound View Wealth Advisors Group, LLC 0.33% Add +0.2% 6,241 $3.1M
Liberty One Investment Management, LLC 0.35% Add +10.2% 6,241 $3.1M
Strategic Advisors LLC 0.61% Reduce -23.3% 6,236 $3.1M
Greenfield Savings Bank 1.62% Reduce -3.4% 6,216 $3.1M
Somerset Trust Co 1.25% Add +9.4% 6,214 $3.1M
Smithfield Trust Co 0.16% Add +1.8% 6,244 $3.1M
Insight Wealth Strategies, LLC 0.45% Add +13.9% 6,179 $3.1M
Investment Research & Advisory Group, Inc. 1.40% Add +1.8% 6,167 $3.1M
Wrapmanager Inc. 0.84% Reduce -3.5% 6,144 $3.0M
M&R Capital Management Inc. 0.74% Reduce -4.8% 6,140 $3.0M
Elmwood Wealth Management, Inc. 1.30% Add +19.9% 6,137 $3.0M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.36% Add +49.8% 6,098 $3.0M
Strategic Planning Group, LLC 0.75% Add +26.7% 6,096 $3.0M
Inscription Capital, LLC 0.50% Add +14.4% 6,087 $3.0M
Wunderlich Capital Managemnt 1.35% Reduce -5.0% 6,073 $3.0M
Edgestream Partners, L.P. 0.15% Add +314.3% 6,073 $3.0M
Aspiriant, LLC 0.12% Add +4.6% 6,067 $3.0M
Guardian Wealth Advisors, LLC / NC 0.37% Add +1.8% 6,033 $3.0M
Joel Isaacson & Co., LLC 0.16% Add +6.3% 6,023 $3.0M
Pinnacle Wealth Planning Services, Inc. 0.44% Reduce -0.1% 6,009 $3.0M
Factorial Partners, LLC 1.69% Add +5.3% 6,000 $3.0M
Dohj, LLC 0.79% Add +4.2% 5,990 $3.0M
PGGM Investments 0.04% Reduce -77.7% 5,971 $3.0M
Great Diamond Partners, LLC 0.68% Reduce -19.2% 5,969 $3.0M
AdvisorNet Financial, Inc 0.28% Reduce -2.4% 5,967 $3.0M
Leonteq Securities AG 0.40% Add +177.9% 5,953 $2.9M
Symmetry Partners, LLC 0.23% No change 5,950 $2.9M
Concord Wealth Partners 0.53% Add +24.0% 5,940 $2.9M
New England Research & Management, Inc. 1.44% Add +464.8% 5,930 $2.9M
Rehmann Capital Advisory Group 0.22% Add +0.9% 5,930 $2.9M
Strategic Financial Services, Inc. 0.19% Reduce -5.7% 5,927 $2.9M
Signet Investment Advisory Group, Inc. 1.60% Add +7.5% 5,926 $2.9M
Gifford Fong Associates 0.81% Reduce -55.2% 5,918 $2.9M
Brown Miller Wealth Management, LLC 1.29% Add +3.8% 5,916 $2.9M
Van Den Berg Management I, Inc. 0.86% Add +117.5% 5,914 $2.9M
Rossmore Private Capital 0.38% Add +0.3% 5,904 $2.9M
Compound Planning, Inc. 0.27% Add +4.6% 5,898 $2.9M
Fagan Associates, Inc. 0.55% Add +12.9% 5,885 $2.9M
Relyea Zuckerberg Hanson LLC 0.51% Reduce -6.3% 5,874 $2.9M
Northside Capital Management, LLC 0.52% No change 5,863 $2.9M
Royal Fund Management, LLC 0.33% Add +7.4% 5,860 $2.9M
Shepherd Financial Partners LLC 0.38% Add +2.0% 5,850 $2.9M
Page Arthur B 2.97% Reduce -5.3% 5,839 $2.9M
Second Half Financial Partners, LLC 1.28% Add +1350.3% 5,830 $2.9M
Concord Asset Management, LLC 0.76% Add +23.2% 5,821 $2.9M
Sepio Capital, LP 0.25% Reduce -9.5% 5,802 $2.9M
Cunning Capital Partners, LP 1.58% No change 5,780 $2.9M
AXS Investments LLC 0.69% Add +13.1% 5,771 $2.9M
Peak Financial Advisors LLC 1.74% New 5,762 $2.9M
Birinyi Associates Inc. 0.93% No change 5,735 $2.8M
Joseph Group Capital Management 1.42% Add +47.4% 5,730 $2.8M
Legato Capital Management LLC 0.34% No change 5,730 $2.8M
DRW Securities, LLC 0.16% Add +496.6% 5,727 $2.8M
Wedmont Private Capital 0.21% Reduce -20.3% 6,137 $2.8M
StoneX Group Inc. 0.25% Add +8.3% 5,700 $2.8M
Circle Wealth Management, LLC 0.07% Reduce -0.6% 5,696 $2.8M
Sentinel Trust Co. Lba 0.36% No change 5,690 $2.8M
Alliance Wealth Advisors, LLC 0.84% Add +3.4% 5,683 $2.8M
Sentry Investment Management LLC 1.09% No change 5,679 $2.8M
Stratos Wealth Advisors, LLC 0.17% Reduce -14.0% 5,673 $2.8M
AIMZ Investment Advisors, LLC 1.04% Reduce -5.5% 5,659 $2.8M
Wealth Architects, LLC 0.37% Reduce -9.4% 5,643 $2.8M
Parkside Financial Bank & Trust 0.45% Add +4.9% 5,643 $2.8M
Harel Insurance Investments & Financial Services Ltd. 0.05% Add +5.9% 5,635 $2.8M
Premier Path Wealth Partners, LLC 0.52% Reduce -5.1% 5,633 $2.8M
Paradigm Asset Management Co. LLC 0.70% Reduce -4.3% 5,595 $2.8M
Cassaday & Co Wealth Management LLC 0.09% Add +7.5% 5,553 $2.7M
Patten Group, Inc. 0.67% Reduce -3.4% 5,542 $2.7M
Rice Partnership, LLC 0.65% Reduce -44.0% 5,536 $2.7M
Nicolet Advisory Services, LLC 0.28% Reduce -1.2% 5,936 $2.7M
Wealthcare Advisory Partners LLC 0.09% Add +6.3% 5,512 $2.7M
Farmers National Bank 0.81% Add +296.8% 5,500 $2.7M
Manchester Capital Management LLC 0.34% Add +1.9% 5,495 $2.7M
Privium Fund Management (UK) Ltd 1.35% Add +95.8% 5,926 $2.7M
My Legacy Advisors, LLC 0.91% Reduce -10.6% 5,483 $2.7M
Platte River Wealth Advisors, LLC 0.77% Reduce -8.7% 5,476 $2.7M
Wealth Alliance, LLC 0.36% Reduce -1.5% 5,475 $2.7M
Brooklyn Investment Group 1.16% Reduce -17.2% 5,521 $2.7M
Anderson Hoagland & Co. 0.30% Add +7.7% 6,005 $2.7M
ROI Financial Advisors, LLC 2.11% Reduce -2.3% 5,436 $2.7M
Snider Financial Group 1.12% Add +39.6% 5,428 $2.7M
Realta Investment Advisors 0.55% Reduce -5.2% 5,420 $2.7M
Eads & Heald Wealth Management 1.25% Reduce -6.0% 5,405 $2.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% Add +9.0% 5,376 $2.7M
Means Investment Co., Inc. 0.34% Reduce -3.3% 5,356 $2.6M
Mather Group, Llc. 0.04% Reduce -3.8% 4,995 $2.6M
Modern Wealth Management, LLC 0.24% Add +367.0% 5,314 $2.6M
JT Stratford LLC 0.53% Add +1.1% 5,312 $2.6M
GAMMA Investing LLC 0.53% Add +11.3% 5,309 $2.6M
Van Cleef Asset Management,Inc 0.33% Reduce -4.9% 5,293 $2.6M
RB Capital Management, LLC 0.74% Add +4.0% 5,292 $2.6M
Regal Partners Ltd 0.26% Reduce -36.4% 5,292 $2.6M
Caliber Wealth Management, LLC 1.39% Add +2.5% 5,275 $2.6M
Brevan Howard Capital Management LP 0.25% Reduce -29.2% 5,272 $2.6M
Richwood Investment Advisors, LLC 2.31% Reduce -0.8% 5,265 $2.6M
Sterling Investment Management, LLC 1.84% Add +0.0% 5,264 $2.6M
Norden Group LLC 0.53% Add +19.3% 5,260 $2.6M
Geller Advisors LLC 0.21% Add +3.3% 5,236 $2.6M
Legacy Financial Advisors, Inc. 0.46% Reduce -0.7% 5,229 $2.6M
Columbia Bank 1.06% — 5,228 $2.6M
Sheets Smith Wealth Management 0.29% Add +4.2% 5,222 $2.6M
J.W. Cole Advisors, Inc. 0.13% Add +3.2% 5,221 $2.6M
Chemung Canal Trust Co. 0.50% Reduce -56.9% 5,209 $2.6M
Red Cedar Investment Management, LLC 0.32% Reduce -21.0% 5,195 $2.6M
SPC Financial, Inc. 0.24% Add +3.6% 5,185 $2.6M
Cornercap Investment Counsel Inc. 0.39% Add +4.4% 5,182 $2.6M
Parsons Capital Management Inc. 0.18% Add +7.9% 5,178 $2.6M
Trust Co. of Toledo NA 0.40% Reduce -0.8% 5,176 $2.6M
Formidable Asset Management, LLC 0.42% Add +275.1% 5,161 $2.6M
BKM Wealth Management, LLC 1.10% Add +34.7% 5,157 $2.6M
Brasada Capital Management, LP 0.46% Add +0.8% 5,145 $2.5M
Affinity Investment Advisors, LLC 1.85% Add +20.1% 5,132 $2.5M
SWS Partners 0.76% Add +16.6% 5,124 $2.5M
Hartline Investment Corp./ 0.45% Add +6.1% 5,122 $2.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.45% Add +1.7% 5,122 $2.5M
Canandaigua National Bank & Trust Co. 0.38% Reduce -28.8% 5,115 $2.5M
Harfst & Associates, Inc. 0.60% Add +9.1% 5,114 $2.5M
Horizon Investment Services, LLC 1.24% Reduce -56.7% 5,108 $2.5M
Baker Tilly Wealth Management, LLC 0.46% Reduce -4.6% 5,093 $2.5M
Bigelow Investment Advisors, LLC 1.23% Reduce -6.0% 5,077 $2.5M
Okabena Investment Services Inc. 0.83% Reduce -17.9% 5,065 $2.5M
Cottage Street Advisors LLC 1.51% Reduce -2.3% 5,062 $2.5M
Waypoint Capital Advisors, LLC 0.65% Add +0.4% 5,060 $2.5M
Apexium Financial, LP 0.19% Add +0.6% 5,059 $2.5M
Tealwood Asset Management Inc. 1.13% Add +1.1% 5,041 $2.5M
Hall Capital Management Co. Inc. 1.23% Add +0.7% 5,025 $2.5M
Freedom Investment Management, Inc. 0.20% Add +1.8% 5,023 $2.5M
Blue Square Asset Management, LLC 1.69% Reduce -5.9% 5,020 $2.5M
Gryphon Financial Partners LLC 0.42% Reduce -19.4% 5,014 $2.5M
KP Management LLC 1.06% No change 5,000 $2.5M
CoreCap Advisors, LLC 0.13% Reduce -13.1% 4,997 $2.5M
Country Club Bank 0.17% Add +1.8% 4,980 $2.5M
Stablepoint Partners, LLC 0.50% Add +21.0% 4,977 $2.5M
Seven Eight Capital, LP 0.26% Add +104.4% 4,970 $2.5M
Blue Trust, Inc. 0.03% Add +14.1% 4,965 $2.5M
L.M. Kohn & Company 0.69% Add +16.9% 4,963 $2.5M
PDS Planning, Inc 0.26% Add +2.0% 4,959 $2.5M
MRA Advisory Group 1.46% Add +20.3% 4,956 $2.5M
Ami Investment Management Inc. 0.89% Add +0.8% 4,945 $2.4M
Conscious Wealth Investments, LLC 1.86% Add +3.9% 5,218 $2.4M
MeadowBrook Investment Advisors LLC 2.32% Reduce -0.3% 4,942 $2.4M
KKM Financial LLC 1.19% Add +6.8% 4,938 $2.4M
Marcum Wealth, LLC 0.25% Reduce -5.7% 4,936 $2.4M
Vestmark Advisory Solutions, Inc. 0.11% Reduce -54.6% 4,932 $2.4M
Moser Wealth Advisors, LLC 1.36% Reduce -0.2% 4,930 $2.4M
North Star Investment Management Corp. 0.17% Add +0.1% 4,920 $2.4M
Palouse Capital Management, Inc. 1.60% Add +4.0% 4,902 $2.4M
Centiva Capital, LP 0.15% Add +264.7% 4,898 $2.4M
Hilltop National Bank 0.82% — 4,883 $2.4M
Hartford Funds Management Co LLC 0.23% Add +4.9% 4,871 $2.4M
WP Advisors, LLC 0.79% Add +5.7% 4,858 $2.4M
Next Century Growth Investors LLC 0.21% Reduce -38.3% 4,845 $2.4M
Ameliora Wealth Management Ltd. 1.09% No change 4,842 $2.4M
JPL Wealth Management, LLC 1.32% Add +63.5% 4,839 $2.4M
Court Place Advisors, LLC 0.77% Add +14.1% 4,829 $2.4M
Finivi Inc. 2.16% Reduce -0.3% 4,828 $2.4M
Chesapeake Wealth Management 0.87% Reduce -2.7% 4,805 $2.4M
Hartford Financial Management Inc. 0.50% Add +3.2% 4,798 $2.4M
Boston Family Office LLC 0.17% Add +24.1% 4,793 $2.4M
Monte Financial Group, LLC 1.04% Add +1.4% 4,789 $2.4M
LM Advisors LLC 0.42% Add +67.5% 4,788 $2.4M
Stevens Capital Management LP 0.46% New 4,779 $2.4M
&partners 0.32% Add +20.6% 4,804 $2.4M
Magnus Financial Group LLC 0.28% Add +6.2% 4,766 $2.4M
Handelsinvest Investeringsforvaltning 1.13% Reduce -8.0% 4,749 $2.3M
Trueblood Wealth Management, LLC 1.34% Reduce -9.3% 4,741 $2.3M
Confluence Wealth Services, Inc. 0.21% Add +4.1% 4,738 $2.3M
Bowen Hanes & Co. Inc. 0.07% Reduce -47.4% 4,736 $2.3M
Welch & Forbes LLC 0.03% Reduce -0.7% 4,734 $2.3M
Counterweight Ventures, LLC 1.89% Add +3.9% 4,734 $2.3M
Marion Wealth Management 0.70% Add +1.8% 4,733 $2.3M
Criterion Capital Advisors, LLC 1.56% Add +3.5% 4,729 $2.3M
McDonald Partners LLC 0.64% Add +1.3% 4,721 $2.3M
Mission Creek Capital Partners, Inc. 0.61% Add +21.0% 4,718 $2.3M
Altfest L J & Co. Inc. 0.33% Add +11.3% 4,711 $2.3M
Personal Cfo Solutions, LLC 0.36% Add +6.7% 4,708 $2.3M
Harvey Investment Co. LLC 0.26% Add +1.5% 4,701 $2.3M
Cape Ann Savings Bank 1.45% Reduce -1.8% 4,685 $2.3M
JNBA Financial Advisors 0.24% Reduce -5.4% 4,666 $2.3M
Boomfish Wealth Group, LLC 1.55% Add +10.0% 4,663 $2.3M
RFG Advisory, LLC 0.08% Reduce -28.9% 4,655 $2.3M
Vise Technologies, Inc. 0.45% Reduce -33.4% 4,654 $2.3M
L & S Advisors Inc 0.29% Reduce -24.5% 4,651 $2.3M
Alaethes Wealth, LLC 1.00% Reduce -2.7% 4,647 $2.3M
Financial Advocates Investment Management 0.13% Reduce -4.8% 4,627 $2.3M
Oak Asset Management, LLC 0.85% Add +0.4% 4,614 $2.3M
Whitener Capital Management, Inc. 0.75% Add +22.6% 4,612 $2.3M
Fielder Capital Group LLC 1.02% Add +34.5% 4,609 $2.3M
Gilliland Jeter Wealth Management LLC 0.79% Add +15.5% 4,601 $2.3M
Radnor Capital Management, LLC 0.39% No change 4,584 $2.3M
Aft, Forsyth & Sober, LLC 0.80% No change 4,575 $2.3M
GAMCO Investors 0.02% Reduce -79.2% 4,570 $2.3M
SilverOak Wealth Management LLC 0.56% Reduce -4.0% 4,541 $2.2M
Cidel Asset Management Inc. 0.17% Add +3.0% 4,540 $2.2M
Wolverine Asset Management LLC 0.20% New 4,536 $2.2M
Davidson Capital Management Inc. 0.72% Add +1.8% 4,535 $2.2M
SteelPeak Wealth, LLC 0.11% Reduce -58.6% 4,532 $2.2M
BigSur Wealth Management LLC 0.70% Add +45.1% 4,531 $2.2M
FUKOKU MUTUAL LIFE INSURANCE Co 0.18% Reduce -4.3% 4,529 $2.2M
Canopy Partners, LLC 1.09% Add +9.6% 4,517 $2.2M
Axq Capital, LP 0.53% Add +800.0% 4,500 $2.2M
Weaver Capital Management LLC 0.63% Add +24.4% 4,481 $2.2M
Bank Hapoalim BM 0.30% Reduce -3.0% 4,471 $2.2M
Applied Capital LLC 1.80% Add +6.2% 4,463 $2.2M
Accretive Wealth Partners, LLC 0.97% Add +0.5% 4,459 $2.2M
Voya Financial Advisors, Inc. 0.25% Reduce -1.8% 4,439 $2.2M
SeaCrest Wealth Management, LLC 0.27% Add +26.9% 4,415 $2.2M
Beaumont Financial Advisors, LLC 0.18% Reduce -0.1% 4,413 $2.2M
Lecap Asset Management Ltd. 0.45% New 4,404 $2.2M
Cahill Financial Advisors Inc. 0.30% Add +2.7% 4,400 $2.2M
Pure Financial Advisors, LLC 0.07% Add +27.1% 4,396 $2.2M
Second Line Capital, LLC 0.71% Add +9.3% 4,396 $2.2M
Vantage Financial Partners Ltd., Inc. 0.57% Add +1.1% 4,387 $2.2M
Rothschild Investment LLC 0.16% Add +116.3% 4,384 $2.2M
Freedom Day Solutions, LLC 0.77% Reduce -2.1% 4,376 $2.2M
Nebula Research & Development LLC 0.46% New 4,363 $2.2M
Symphony Financial, Ltd. Co. 0.50% Reduce -14.7% 4,360 $2.2M
LaFleur & Godfrey LLC 0.32% Add +63.1% 4,357 $2.2M
Bank of Hawaii 0.10% Reduce -30.2% 4,318 $2.1M
Northeast Financial Group, Inc. 0.94% Add +62.6% 4,300 $2.1M
Frisch Financial Group, Inc. 0.71% Reduce -0.1% 4,297 $2.1M
Financial Perspectives, Inc 0.81% Reduce -20.1% 4,297 $2.1M
Greater Midwest Financial Group, LLC 1.33% Add +6.3% 4,296 $2.1M
Trust Point Inc. 0.17% Reduce -5.2% 4,283 $2.1M
First National Advisers, LLC 0.47% Add +29.6% 4,312 $2.1M
Prestige Wealth Management Group LLC 0.46% Add +11.4% 4,276 $2.1M
Schear Investment Advisers, LLC 1.69% Add +0.3% 4,266 $2.1M
9258 Wealth Management, LLC 0.33% Reduce -0.2% 4,265 $2.1M
Certified Advisory Corp 0.29% Add +1.6% 4,232 $2.1M
CIC Wealth, LLC 0.61% Add +4.9% 4,221 $2.1M
Consilium Wealth Advisory, LLC 1.17% Reduce -18.7% 4,204 $2.1M
Quent Capital, LLC 0.24% Add +5.5% 4,196 $2.1M
Courier Capital LLC 0.15% Reduce -0.4% 4,187 $2.1M
Park Place Capital Corp 0.74% Reduce -8.2% 4,177 $2.1M
Triangle Securities Wealth Management 0.59% Add +1.7% 4,177 $2.1M
Main Street Financial Solutions, LLC 0.22% Add +11.7% 4,176 $2.1M
Prairie Wealth Advisors, Inc. 0.97% — 4,176 $2.1M
Fiduciary Family Office, LLC 0.81% Add +15.5% 4,175 $2.1M
Oak Associates Ltd. 0.14% Reduce -2.3% 4,169 $2.1M
First Business Financial Services, Inc. 0.22% Add +0.2% 4,166 $2.1M
Ellenbecker Investment Group 0.43% Add +1.1% 4,160 $2.1M
Optas, LLC 0.56% Reduce -7.1% 4,157 $2.1M
Avalon Trust Co 0.17% Add +127.9% 4,157 $2.1M
Semmax Financial Advisors Inc. 0.68% Add +72.6% 4,010 $2.1M
Romano Brothers and Company 0.28% Add +9.1% 4,146 $2.1M
Stableford Capital II LLC 0.82% Add +10.3% 4,138 $2.0M
Northcape Wealth Management, LLC 0.75% Add +0.6% 4,135 $2.0M
Mayflower Financial Advisors, LLC 0.34% Add +4.0% 4,123 $2.0M
Strategic Blueprint, LLC 0.14% Add +5.7% 4,117 $2.0M
Lawson Kroeker Investment Management Inc. 0.39% No change 4,116 $2.0M
Left Brain Wealth Management, LLC 0.98% Reduce -6.3% 4,110 $2.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -1.2% 4,139 $2.0M
Vista Finance, LLC 5.08% Add +112.1% 4,096 $2.0M
Advisory Alpha, LLC 0.08% Add +22.2% 4,095 $2.0M
Revolve Wealth Partners, LLC 0.34% Reduce -1.3% 4,081 $2.0M
United Community Bank 0.78% Add +55.8% 4,000 $2.0M
Tobam 0.18% Add +1.8% 4,076 $2.0M
Redwood Investment Management, LLC 0.19% Reduce -17.3% 4,058 $2.0M
iSAM Funds (UK) Ltd 1.15% New 4,051 $2.0M
First Nebraska Trust Co 0.21% Add +2.0% 4,051 $2.0M
Vista Investment Management 0.82% Add +11.1% 4,048 $2.0M
Paralel Advisors LLC 0.09% No change 4,047 $2.0M
Sierra Capital LLC 0.26% Add +9.3% 4,047 $2.0M
Keel Point, LLC 0.21% Add +0.8% 4,044 $2.0M
Empire Financial Management Company, LLC 0.66% Add +28.4% 4,043 $2.0M
Ahl Investment Management, Inc. 1.53% Reduce -0.1% 4,037 $2.0M
Creegan & Nassoura Financial Group, LLC 1.33% No change 4,035 $2.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.23% Add +103.7% 4,003 $2.0M
Everhart Financial Group, Inc. 0.58% Add +5.0% 4,000 $2.0M
Viking Fund Management LLC 0.36% No change 4,000 $2.0M
Waycross Partners, LLC 0.34% No change 4,000 $2.0M
IMA Advisory Services, Inc. 0.93% Reduce -11.4% 3,997 $2.0M
Prosperity Consulting Group, LLC 0.25% Reduce -7.0% 3,987 $2.0M
Palumbo Wealth Management LLC 0.88% Add +25.4% 3,978 $2.0M
Aries Wealth Management 0.63% Reduce -0.3% 3,974 $2.0M
Wealth Alliance Advisory Group, LLC 0.45% Add +24.4% 3,956 $2.0M
Nvwm, LLC 0.54% Reduce -1.6% 3,952 $2.0M
Roof Eidam Maycock Peralta, LLC 0.54% Reduce -12.0% 3,950 $2.0M
MGB Wealth Management, LLC 0.79% Add +0.7% 3,937 $1.9M
Highview Capital Management LLC 0.87% Add +1.6% 3,926 $1.9M
MIdWestOne Financial Group, Inc. 0.35% Add +1.4% 3,925 $1.9M
Lloyd Advisory Services, LLC. 0.41% Add +562.7% 3,910 $1.9M
Opal Wealth Advisors, LLC 0.65% Reduce -4.4% 3,902 $1.9M
Pettee Investors, Inc. 0.82% No change 3,902 $1.9M
Herold Advisors, Inc. 0.47% Reduce -1.7% 3,900 $1.9M
Eudaimonia Partners, LLC 0.46% Add +6.8% 3,883 $1.9M
Redwood Investments, LLC 0.56% Reduce -69.9% 4,307 $1.9M
Goepper Burkhardt LLC 0.89% Reduce -0.2% 3,742 $1.9M
Drive Wealth Management, LLC 0.54% Add +27.2% 3,877 $1.9M
Kerrisdale Advisers, LLC 0.60% Reduce -38.5% 3,875 $1.9M
Quadcap Wealth Management, LLC 0.44% Reduce -6.6% 3,872 $1.9M
Emprise Bank 1.28% — 3,856 $1.9M
TrueMark Investments, LLC 1.75% Reduce -38.5% 3,853 $1.9M
Groesbeck Investment Management Corp. 2.03% No change 3,846 $1.9M
Alpha DNA Investment Management LLC 1.04% Add +11.2% 3,838 $1.9M
Catalyst Financial Partners LLC 0.49% Reduce -3.1% 3,943 $1.9M
Kathmere Capital Management, LLC 0.22% Reduce -14.5% 3,810 $1.9M
US Asset Management LLC 1.70% Reduce -1.6% 3,806 $1.9M
Tyche Wealth Partners LLC 0.46% Reduce -22.3% 3,805 $1.9M
StrongBox Wealth, LLC 0.99% Reduce -11.9% 3,796 $1.9M
Jacobi Capital Management LLC 0.17% Add +7.4% 3,794 $1.9M
Menard Financial Group LLC 1.57% Reduce -10.8% 3,782 $1.9M
Sage Mountain Advisors LLC 0.19% Reduce -3.6% 3,781 $1.9M
LS Investment Advisors, LLC 0.30% Add +13.7% 3,780 $1.9M
Lokken Investment Group LLC 0.93% Add +2.0% 3,780 $1.9M
Cornerstone Advisory, LLC 0.27% Add +28.8% 3,774 $1.9M
Aviance Capital Partners, LLC 0.28% Add +318.5% 3,771 $1.9M
MRP Capital Investments, LLC 1.87% Add +11.5% 3,765 $1.9M
DT Investment Partners, LLC 0.19% Add +1.4% 3,762 $1.9M
Retirement Guys Formula LLC 0.90% Add +89.1% 3,750 $1.9M
Willner & Heller, LLC 1.85% Add +0.1% 3,748 $1.9M
Aaron Wealth Advisors LLC 0.26% Add +37.7% 3,734 $1.8M
IMS Capital Management 0.86% Add +2.4% 3,732 $1.8M
Scharf Investments, LLC 0.05% Add +6.4% 3,728 $1.8M
Oarsman Capital, Inc. 0.44% Reduce -11.7% 3,727 $1.8M
Townsend & Associates, Inc 0.21% Reduce -2.2% 3,788 $1.8M
Crescent Grove Advisors, LLC 0.19% Add +0.0% 3,701 $1.8M
Lake Street Private Wealth, LLC 0.25% Reduce -19.4% 3,694 $1.8M
Benjamin Edwards Inc. 0.36% Add +29.5% 3,684 $1.8M
Fortis Capital Management LLC 0.48% Add +22.2% 3,683 $1.8M
Fiduciary Group, LLC 0.20% Add +0.1% 3,677 $1.8M
Hudson Canyon Capital Management 1.17% No change 3,676 $1.8M
BCGM Wealth Management, LLC 0.65% Add +2.9% 3,658 $1.8M
Key Financial Inc 0.46% No change 3,651 $1.8M
Van Leeuwen & Company, LLC 0.91% Reduce -45.0% 3,641 $1.8M
Oakworth Capital, Inc. 0.14% Reduce -0.3% 3,637 $1.8M
Ables, Iannone, Moore & Associates, Inc. 1.28% Add +45.9% 3,631 $1.8M
ZWJ Investment Counsel Inc. 0.08% Add +91.0% 3,629 $1.8M
IAM Advisory, LLC 0.49% Add +2.7% 3,624 $1.8M
Strategic Investment Advisors / MI 0.23% Reduce -1.6% 3,620 $1.8M
Paulson Wealth Management Inc. 0.53% Add +3.5% 3,619 $1.8M
Rede Wealth, LLC 0.75% Add +0.1% 3,618 $1.8M
Walter & Keenan Wealth Management LLC /in/ 0.59% Add +0.6% 3,611 $1.8M
Commons Capital, LLC 2.60% Add +1.6% 3,607 $1.8M
Delta Financial Advisors LLC 0.70% Add +18.8% 3,598 $1.8M
Proficio Capital Partners LLC 0.20% Add +2.1% 3,597 $1.8M
Centaurus Financial, Inc. 0.12% Add +58.1% 3,586 $1.8M
Ramirez Asset Management, Inc. 0.36% Add +9.8% 3,559 $1.8M
Independent Investors Inc. 0.42% No change 3,540 $1.8M
Comprehensive Financial Consultants Institutional, Inc. 0.73% Add +6.6% 3,536 $1.7M
Heartland Bank & Trust Co 1.02% Reduce -0.6% 3,533 $1.7M
Moss Adams Wealth Advisors LLC 0.28% Add +7.6% 3,530 $1.7M
FSM Wealth Advisors, LLC 0.62% Reduce -2.4% 3,527 $1.7M
Wealth Effects LLC 0.64% Add +18.7% 3,526 $1.7M
Financial Engines Advisors L.L.C. 0.00% Add +17.2% 3,516 $1.7M
KLCM Advisors, Inc. 0.22% Reduce -12.5% 3,510 $1.7M
Kirtland Hills Capital Management, LLC 1.50% — 3,445 $1.7M
Sunbelt Securities, Inc. 0.19% Reduce -28.4% 3,500 $1.7M
Gladius Capital Management LP 1.71% Add +922.5% 3,497 $1.7M
RMR Wealth Builders 0.21% Add +30.3% 3,494 $1.7M
Ironwood Investment Counsel, LLC 0.30% Add +11.1% 3,488 $1.7M
Cobblestone Capital Advisors LLC 0.11% Reduce -5.9% 3,484 $1.7M
Continuum Advisory, LLC 0.26% Reduce -21.7% 3,391 $1.7M
Prosperitas Financial LLC 1.10% Add +9.2% 3,468 $1.7M
HMS Capital Management, LLC 0.95% Reduce -5.8% 3,465 $1.7M
PICTET BANK & TRUST Ltd 1.80% Reduce -11.7% 3,450 $1.7M
Evernest Financial Advisors, LLC 0.81% Reduce -3.4% 3,395 $1.7M
Signature Wealth Management Group 0.77% Add +12.9% 3,393 $1.7M
Ceeto Capital Group, LLC 0.69% Add +3.0% 3,426 $1.7M
InterOcean Capital Group, LLC 0.04% Reduce -30.2% 3,425 $1.7M
Sterling Investment Counsel, LLC 0.78% Add +8.9% 3,424 $1.7M
Stokes Family Office, LLC 0.21% Add +27.2% 3,421 $1.7M
Doliver Advisors, LP 0.47% Reduce -10.4% 3,409 $1.7M
Foster Group, Inc. 0.08% Add +1.6% 3,406 $1.7M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.71% Reduce -11.4% 3,397 $1.7M
Alera Investment Advisors, LLC 0.23% Add +1.4% 3,395 $1.7M
Advisor OS, LLC 0.19% Reduce -37.3% 3,395 $1.7M
BlueCrest Capital Management Ltd 0.84% Reduce -67.8% 3,387 $1.7M
Forvis Mazars Wealth Advisors, LLC 0.04% Add +8.9% 3,385 $1.7M
Alta Wealth Advisors LLC 0.85% Reduce -0.4% 3,383 $1.7M
Capital Investment Advisory Services, LLC 0.18% Reduce -6.8% 3,382 $1.7M
Hunter Associates Investment Management LLC 0.28% No change 3,372 $1.7M
Nwam LLC 0.13% Reduce -4.8% 3,333 $1.7M
Occudo Quantitative Strategies LP 0.29% New 3,362 $1.7M
Investment Advisory Services Inc. /TX 0.61% Add +2.1% 3,358 $1.7M
One Wealth Advisors, LLC 0.29% Add +54.6% 3,355 $1.7M
Money Concepts Capital Corp. 0.15% Add +1.9% 3,346 $1.7M
Trust Investment Advisors 1.19% Reduce -2.0% 3,339 $1.7M
Washburn Capital Management, Inc. 1.22% Reduce -13.8% 3,338 $1.7M
Mason & Associates Inc 0.44% Add +5.1% 3,338 $1.7M
SkyOak Wealth, LLC 0.40% Add +33.3% 3,337 $1.7M
Northern Financial Advisors Inc 1.29% Reduce -8.3% 3,333 $1.6M
Prelude Capital Management, LLC 0.11% Add +564.7% 3,330 $1.6M
Defined Wealth Management, LLC 1.18% Reduce -2.9% 3,317 $1.6M
Central Valley Advisors, LLC 0.85% Add +8.8% 3,310 $1.6M
ORBA Wealth Advisors, L.L.C. 0.91% No change 3,307 $1.6M
CSU Producer Resources, Inc. 5.37% No change 3,300 $1.6M
Tilia Fiduciary Partners, Inc. 1.32% Add +5.9% 3,291 $1.6M
OneAscent Financial Services LLC 0.18% Add +2.5% 3,288 $1.6M
Smartleaf Asset Management LLC 0.31% Add +41.4% 3,287 $1.6M
Magnolia Capital Advisors LLC 1.35% Add +54.9% 3,232 $1.6M
XML Financial, LLC 0.17% Reduce -7.0% 3,270 $1.6M
Imprint Wealth LLC 0.39% Add +234.6% 3,302 $1.6M
Zullo Investment Group, Inc. 0.76% Add +1.4% 3,268 $1.6M
Buckley Wealth Management, LLC 0.52% Reduce -12.2% 3,259 $1.6M
Lavaca Capital LLC 0.98% Add +4.3% 3,254 $1.6M
Patriot Financial Group Insurance Agency, LLC 0.26% Add +48.9% 3,241 $1.6M
Intellectus Partners, LLC 0.42% Add +91.1% 3,237 $1.6M
PFW Advisors LLC 0.49% Reduce -3.7% 3,233 $1.6M
Missouri Trust & Investment Co 0.62% Reduce -5.0% 3,227 $1.6M
MWA Asset Management 1.15% Add +4.3% 3,221 $1.6M
Laraway Financial Advisors Inc 1.40% Add +0.0% 3,220 $1.6M
Qsemble Capital Management, LP 0.35% Add +14.6% 3,220 $1.6M
Kelleher Financial Advisors 0.66% Add +49.9% 3,217 $1.6M
CNB Bank 0.77% Add +15.5% 3,208 $1.6M
Faithward Advisors, LLC 0.29% Add +61.8% 3,206 $1.6M
Invera Wealth Advisors, LLC 1.35% Add +2.1% 3,213 $1.6M
Mechanics Financial Corp 0.82% Add +2.8% 3,202 $1.6M
Cedar Brook Financial Partners, LLC 0.31% Reduce -4.2% 3,195 $1.6M
Institute for Wealth Management, LLC. 0.20% Add +1.3% 3,192 $1.6M
Oxford Wealth Group, LLC 1.44% — 3,189 $1.6M
Westbourne Investment Advisors, Inc. 0.58% Reduce -3.3% 3,188 $1.6M
Pinion Investment Advisors, LLC 0.82% Add +2.0% 3,186 $1.6M
Codex Capital, L.L.C. 0.77% No change 2,700 $1.6M
KPP Advisory Services LLC 0.43% Add +9.3% 3,172 $1.6M
Matrix Trust Co 0.35% Reduce -2.2% 3,171 $1.6M
Brendel Financial Advisors LLC 1.79% Reduce -0.1% 3,168 $1.6M
Brand Asset Management Group, Inc. 0.67% Add +0.1% 3,166 $1.6M
Keudell/Morrison Wealth Management 0.47% Reduce -7.0% 3,159 $1.6M
St. Johns Investment Management Company, LLC 0.75% Add +24.8% 3,150 $1.6M
Gsa Capital Partners LLP 0.12% Reduce -61.5% 3,145 $1.6M
Prossimo Advisors, LLC 3.00% Reduce -5.7% 3,138 $1.6M
Midland Wealth Advisors, LLC 0.10% Add +8.0% 3,127 $1.5M
CRA Financial Services, LLC 0.34% Add +1.6% 3,123 $1.5M
Humankind Investments LLC 0.41% Add +11.5% 3,118 $1.5M
Allstate Corp. 0.11% Reduce -3.1% 3,108 $1.5M
GoalVest Advisory LLC 0.51% Add +7.7% 3,106 $1.5M
Ellevest, Inc. 0.10% Reduce -4.3% 3,105 $1.5M
Regal Investment Advisors LLC 0.10% Reduce -8.2% 3,102 $1.5M
Intact Investment Management Inc. 0.06% Add +158.3% 3,100 $1.5M
Florida Financial Advisors, LLC 1.13% Add +46.6% 3,095 $1.5M
Ar Asset Management Inc. 0.38% No change 3,090 $1.5M
Pacific Capital Partners Ltd 1.00% No change 3,080 $1.5M
Abacus FCF Advisors LLC 0.38% Reduce -82.1% 3,078 $1.5M
Lee Financial Co 0.25% Reduce -2.0% 3,078 $1.5M
Bank of Stockton 0.47% Add +4.1% 3,076 $1.5M
Edge Capital Group, LLC 0.08% Add +5.6% 3,069 $1.5M
Wellington Wealth Strategies, LLC. 0.70% Reduce -30.9% 3,056 $1.5M
Simon Quick Advisors, LLC 0.11% Add +7.5% 3,053 $1.5M
Tiemann Investment Advisors, LLC 0.67% Add +0.8% 3,044 $1.5M
Westhampton Capital, LLC 0.82% Reduce -0.3% 3,044 $1.5M
Yarbrough Capital, LLC 0.07% No change 3,043 $1.5M
Journey Strategic Wealth LLC 0.07% Add +15.7% 3,042 $1.5M
Benchmark Investment Advisors LLC 1.18% Reduce -9.3% 3,034 $1.5M
First National Bank of Hutchinson 1.00% Add +13.8% 3,033 $1.5M
Catalina Capital Group, LLC 0.64% Add +92.4% 3,027 $1.5M
Cullen Investment Group, LTD. 0.24% Add +5.4% 3,264 $1.5M
FinTrust Capital Advisors, LLC 0.29% Add +1.4% 3,018 $1.5M
Ifrah Financial Services, Inc. 0.42% Reduce -8.3% 3,009 $1.5M
Supplemental Annuity Collective Trust of NJ 0.46% No change 3,000 $1.5M
Diversified, LLC 0.20% Add +4.1% 2,996 $1.5M
Wealth Management Partners, LLC 0.75% Add +4.2% 2,991 $1.5M
Maxwell Wealth Strategies Inc. 0.75% Add +535.1% 3,061 $1.5M
Heritage Wealth Management, LLC 0.75% Reduce -2.2% 2,971 $1.5M
Altman Advisors, Inc. 0.72% Add +4.5% 3,001 $1.5M
Tolleson Wealth Management, Inc. 0.29% Reduce -2.4% 2,967 $1.5M
Inspire Trust Co, N.A. 0.82% Add +90.2% 2,967 $1.5M
Castle Rock Wealth Management, LLC 0.40% Add +11.4% 3,023 $1.5M
Legacy Bridge, LLC 0.86% Reduce -0.1% 2,957 $1.5M
Orrstown Financial Services Inc. 0.81% Add +1.6% 2,954 $1.5M
SageView Advisory Group, LLC 0.07% Reduce -10.5% 9,820 $1.5M
Beacon Financial Group 0.17% Reduce -4.3% 2,946 $1.5M
Vectors Research Management, LLC 0.41% Reduce -4.6% 2,938 $1.5M
Wallace Advisory Group, LLC 1.09% Reduce -4.0% 2,759 $1.5M
E&G Advisors, LLC 0.46% Add +2.8% 2,933 $1.5M
Planning Center, Inc. 0.32% No change 2,927 $1.4M
Sargent Investment Group, LLC 0.32% Add +2.4% 2,926 $1.4M
Hillsdale Investment Management Inc. 0.11% Add +8.0% 2,923 $1.4M
Patton Albertson Miller Group, LLC 0.22% Reduce -4.0% 2,919 $1.4M
Samalin Investment Counsel, LLC 0.68% Reduce -5.1% 2,902 $1.4M
Wellington Shields Capital Management, LLC 0.27% No change 2,902 $1.4M
FCG Investment Co 1.15% Reduce -5.4% 2,898 $1.4M
Readystate Asset Management LP 0.08% New 2,896 $1.4M
Unique Wealth, LLC 0.40% Add +30.8% 2,869 $1.4M
Mendel Money Management 0.66% Add +34.2% 2,874 $1.4M
Intrua Financial, LLC 0.22% Reduce -8.6% 2,865 $1.4M
Cahaba Wealth Management, Inc. 0.13% Add +0.3% 2,859 $1.4M
Crestwood Advisors Group, LLC 0.03% Add +5.5% 2,859 $1.4M
KG Capital Management 0.56% Add +41.6% 2,855 $1.4M
Kingfisher Capital LLC 0.34% Add +0.3% 2,853 $1.4M
CFM Wealth Partners LLC 0.28% Add +10.8% 2,850 $1.4M
Wilkins Investment Counsel Inc. 0.21% New 2,850 $1.4M
Cim Investment Management Inc. 0.42% No change 2,839 $1.4M
Baldwin Investment Management, LLC 0.19% Add +1.1% 2,833 $1.4M
Stonebrook Private Inc. 0.41% Add +0.3% 2,833 $1.4M
First Financial Bank - Trust Division 0.13% Reduce -3.1% 2,830 $1.4M
Quotient Wealth Partners, LLC 0.05% Add +25.4% 2,821 $1.4M
Absolute Capital Management, LLC 0.89% Add +0.1% 2,812 $1.4M
KFA Private Wealth Group, LLC 0.43% Add +3.4% 2,807 $1.4M
Cambridge Advisors Inc. 0.33% No change 2,807 $1.4M
Astoria Portfolio Advisors LLC. 0.54% Add +8.0% 3,116 $1.4M
OV Management LLC 1.00% No change 2,800 $1.4M
Leisure Capital Management 0.69% Reduce -4.3% 2,791 $1.4M
ERn Financial, LLC 0.24% Add +0.9% 2,784 $1.4M
Warther Private Wealth, LLC 0.61% Reduce -76.0% 2,779 $1.4M
Certuity, LLC 0.12% Add +3.2% 2,769 $1.4M
Crawford Investment Counsel Inc. 0.03% Add +7.0% 2,767 $1.4M
GTS Securities LLC 0.04% Reduce -74.3% 2,767 $1.4M
Householder Group Estate & Retirement Specialist, LLC 0.41% Reduce -5.8% 2,765 $1.4M
Ellis Investment Partners, LLC 0.30% Reduce -0.2% 2,762 $1.4M
Cadence Bank 0.10% Reduce -2.3% 2,754 $1.4M
Wolf Group Capital Advisors 0.65% No change 2,834 $1.4M
Kensington Investment Counsel, LLC 0.62% Reduce -0.4% 2,747 $1.4M
One Capital Management, LLC 0.05% Reduce -10.2% 2,747 $1.4M
Linden Thomas Advisory Services, LLC 0.22% Add +23.4% 2,739 $1.4M
Perennial Investment Advisors, LLC 0.21% Add +2.4% 2,737 $1.4M
Prostatis Group LLC 0.51% Add +206.5% 2,737 $1.3M
Nicolet Bankshares Inc. 0.28% Add +6.0% 2,716 $1.3M
Riverview Trust Co 1.04% Add +3.2% 2,714 $1.3M
Syntegra Private Wealth Group, LLC 0.17% Add +0.8% 2,711 $1.3M
Essex Bank 0.39% No change 2,540 $1.3M
LVM Capital Management Ltd. 0.16% Reduce -5.7% 2,699 $1.3M
ICA Group Wealth Management, LLC 0.27% Add +17.1% 2,694 $1.3M
Garrison Point Advisors, LLC 0.86% No change 2,693 $1.3M
Kozak & Associates, Inc. 0.36% Add +0.4% 2,550 $1.3M
Caldwell Investment Management Ltd. 0.99% No change 2,690 $1.3M
Apeiron RIA LLC 0.38% Add +0.5% 2,684 $1.3M
First County Bank 0.65% Reduce -13.3% 2,683 $1.3M
Veltria Advisors Corp. 0.34% Add +230.8% 2,683 $1.3M
Wilson & Boucher Capital Management, LLC 1.04% Add +3.5% 2,679 $1.3M
Baldwin Wealth Partners LLC 0.10% Reduce -4.5% 2,675 $1.3M
Hilltop Partners LLC 0.47% Add +188.7% 2,673 $1.3M
Droms Strauss Advisors Inc. /Mo/ 0.48% Reduce -0.2% 2,673 $1.3M
Trail Ridge Investment Advisors, LLC 0.75% Reduce -6.5% 2,666 $1.3M
Sunpointe, LLC 1.46% Add +4.3% 2,663 $1.3M
FirstPurpose Wealth LLC 0.48% Add +0.4% 2,926 $1.3M
TLWM 0.29% Reduce -1.4% 2,657 $1.3M
Atlas Capital Advisors Inc. 0.20% No change 2,648 $1.3M
Ted Buchan & Co 0.80% Add +55.9% 2,638 $1.3M
White Lighthouse Investment Management Inc. 0.26% Reduce -0.4% 2,630 $1.3M
Investment Partners, LTD. 0.59% Add +0.3% 2,625 $1.3M
DGS Capital Management, LLC 0.37% Reduce -3.8% 2,623 $1.3M
Enterprise Financial Services Corp 0.78% Reduce -11.3% 2,622 $1.3M
Sivia Capital Partners, LLC 0.88% Reduce -5.7% 2,620 $1.3M
Arbor Capital Management Inc. 1.23% Reduce -8.6% 2,609 $1.3M
Tandem Capital Management Corp. 0.73% Add +0.4% 2,615 $1.3M
Gen-Wealth Partners Inc 0.64% — 2,610 $1.3M
Rogco, LP 0.53% Reduce -23.4% 2,607 $1.3M
Richardson Financial Services Inc. 0.91% Add +10.4% 2,605 $1.3M
Alta Advisers Ltd 0.64% No change 2,600 $1.3M
Gratus Wealth Advisors, LLC 0.23% Add +8.9% 2,590 $1.3M
Meridian Financial Partners LLC 1.64% Add +2.1% 2,721 $1.3M
Measured Wealth Private Client Group, LLC 0.45% Add +1.2% 2,579 $1.3M
Adirondack Trust Co. 0.53% Reduce -1.8% 2,578 $1.3M
Gitterman Wealth Management, LLC 0.49% No change 2,577 $1.3M
Evermay Wealth Management LLC 0.19% Reduce -2.1% 2,570 $1.3M
Bremer Bank National Association 0.24% Reduce -8.9% 2,568 $1.3M
Chicago Partners Investment Group LLC 0.05% Add +1.3% 2,610 $1.3M
Nabity-Jensen Investment Management Inc 1.04% Add +1.9% 2,555 $1.3M
Riverpark Capital Management LLC 1.73% Add +17.7% 2,553 $1.3M
Burford Brothers, Inc. 0.83% Add +7.3% 2,544 $1.3M
Greystone Financial Group, LLC 0.25% New 2,543 $1.3M
Armstrong Advisory Group, Inc. 0.12% No change 2,388 $1.3M
Trustmark Bank Trust Department 0.10% Add +58.5% 2,541 $1.3M
WR Wealth Planners, LLC 0.39% Add +3.0% 2,534 $1.3M
Brandywine Oak Private Wealth LLC 0.13% Add +2.1% 2,534 $1.3M
MBL Wealth, LLC 0.14% Reduce -11.8% 2,528 $1.3M
Arthur M. Cohen & Associates, LLC 0.26% Add +1.6% 2,527 $1.3M
Everett Harris & Co. 0.02% Reduce -2.1% 2,520 $1.2M
Cladis Investment Advisory, LLC 0.91% Reduce -4.7% 2,514 $1.2M
Summit Financial Wealth Advisors, LLC 0.25% No change 2,511 $1.2M
KRS Capital Management, LLC 1.00% Reduce -2.2% 2,507 $1.2M
Harbert Fund Advisors, LLC 0.85% No change 2,500 $1.2M
MCF Advisors LLC 0.10% Reduce -3.2% 2,499 $1.2M
MJP Associates Inc. 0.27% Add +27.4% 2,491 $1.2M
California First Leasing Corp. 0.57% No change 2,489 $1.2M
Riverwater Partners LLC 0.90% Add +12.9% 2,480 $1.2M
One Wealth Management Investment & Advisory Services, LLC 0.50% Reduce -4.1% 2,480 $1.2M
Nicholas Hoffman & Company, LLC. 0.06% Reduce -1.9% 2,466 $1.2M
Aletheian Wealth Advisors LLC 0.66% Add +23.5% 2,463 $1.2M
Prentice Wealth Management LLC 0.42% Add +4.9% 2,462 $1.2M
Breakwater Capital Group 0.30% Reduce -0.0% 2,446 $1.2M
Sand Hill Global Advisors, LLC 0.06% Reduce -15.5% 2,446 $1.2M
Kolinsky Wealth Management, LLC 0.92% Reduce -3.7% 2,444 $1.2M
JGP Global Gestao de Recursos Ltda. 0.77% Reduce -22.3% 2,430 $1.2M
CFO4Life Group, LLC 0.22% Reduce -36.4% 2,426 $1.2M
InTrack Investment Management Inc 0.89% New 2,422 $1.2M
Forte Capital LLC 0.15% Add +9.8% 2,420 $1.2M
Moseley Investment Management Inc. 0.59% Add +14.3% 2,415 $1.2M
MBM Wealth Consultants, LLC 0.42% Add +5.3% 2,405 $1.2M
Plante Moran Financial Advisors, LLC 0.13% Reduce -2.8% 2,399 $1.2M
Debussy Capital Management LP 0.35% Add +7.1% 2,313 $1.2M
Bluesphere Advisors LLC 0.66% Reduce -13.0% 2,396 $1.2M
Avidian Wealth Enterprises, LLC 0.06% Add +31.3% 2,394 $1.2M
SC&H Financial Advisors, Inc. 0.31% Add +0.1% 2,390 $1.2M
Three Seasons Wealth, LLC 0.83% Add +13.0% 2,576 $1.2M
Capital Market Strategies LLC 0.90% Reduce -4.3% 2,385 $1.2M
Cornerstone Wealth Advisors, Inc. 0.36% No change 2,385 $1.2M
Fourpath Capital Management, LLC 0.82% Add +0.4% 2,382 $1.2M
West Michigan Advisors, LLC 0.38% Add +2.3% 2,380 $1.2M
Townsend Asset Management Corp. /NC/ 0.47% Add +6.1% 2,377 $1.2M
EverSource Wealth Advisors, LLC 0.09% Reduce -21.7% 2,429 $1.2M
CYBER HORNET ETFs LLC 1.40% Reduce -1.9% 2,398 $1.2M
Keystone Financial Group 0.17% Add +42.4% 2,364 $1.2M
State of Wyoming 0.19% Add +84.1% 2,362 $1.2M
Transatlantique Private Wealth LLC 0.51% Reduce -0.8% 2,360 $1.2M
Carolinas Wealth Consulting LLC 0.23% Add +3.5% 2,354 $1.2M
Cardiff Park Advisors, LLC 0.11% Add +7.7% 2,351 $1.2M
Spirit of America Management Corp. 0.23% Reduce -4.1% 2,350 $1.2M
Montecito Bank & Trust 0.23% Add +13.4% 2,348 $1.2M
Allred Capital Management, LLC 0.45% Add +17.9% 2,338 $1.2M
CoreFirst Bank & Trust 0.72% Reduce -0.3% 2,336 $1.2M
Phillips Wealth Planners LLC 1.33% Add +2.6% 2,464 $1.2M
Godshalk Welsh Capital Management, Inc. 0.78% Add +0.4% 2,335 $1.2M
Arbor Trust Wealth Advisors, LLC 0.63% Add +5.8% 2,563 $1.2M
HTLF Bank 0.13% Reduce -4.4% 2,327 $1.2M
Islay Capital Management, LLC 0.86% Reduce -1.1% 2,326 $1.2M
Franklin Street Advisors Inc. 0.08% Add +27.1% 2,319 $1.1M
CVA Family Office, LLC 0.20% Reduce -7.6% 2,317 $1.1M
Smith Salley Wealth Management 0.09% Reduce -24.9% 2,315 $1.1M
Lederer & Associates Investment Counsel 0.79% Add +5.1% 2,313 $1.1M
Peachtree Investment Partners, LLC 0.46% Reduce -63.7% 2,312 $1.1M
Uncommon Cents Investing LLC 0.35% No change 2,310 $1.1M
Arvest Trust Co. N A 0.06% Reduce -5.0% 2,303 $1.1M
RKL Wealth Management LLC 0.11% Add +10.0% 2,290 $1.1M
Park National Corp. 0.04% Add +0.7% 2,282 $1.1M
Saturna Capital Corp. 0.02% Reduce -8.8% 2,280 $1.1M
ICW Investment Advisors LLC 0.50% Add +16.5% 2,275 $1.1M
CFS Investment Advisory Services, LLC 0.19% Reduce -17.6% 2,274 $1.1M
Deroy & Devereaux Private Investment Counsel Inc. 0.07% No change 2,275 $1.1M
GPS Wealth Strategies Group, LLC 0.18% Reduce -58.9% 2,273 $1.1M
Catalyst Capital Advisors LLC 0.03% Add +3.0% 2,265 $1.1M
Corundum Group, Inc. 0.54% Reduce -11.5% 2,263 $1.1M
Colonial River Investments, LLC 0.63% Reduce -28.6% 2,262 $1.1M
Sompo Asset Management Co., Ltd. 0.18% Reduce -6.2% 2,260 $1.1M
Y.D. More Investments Ltd 0.20% Add +8.7% 2,252 $1.1M
Cooper Financial Group 0.18% Add +8.0% 2,239 $1.1M
Safeguard Investment Advisory Group, LLC 0.38% Reduce -2.2% 2,234 $1.1M
Up Strategic Wealth Investment Advisors LLC 1.81% No change 2,232 $1.1M
Total Clarity Wealth Management, Inc. 0.38% Reduce -10.0% 2,228 $1.1M
TRUE Private Wealth Advisors 0.13% Add +6.4% 2,224 $1.1M
Prudent Man Advisors, LLC 0.41% Reduce -4.2% 2,217 $1.1M
Ethos Financial Group, LLC 0.21% Add +16.8% 2,216 $1.1M
Meadow Creek Wealth Advisors LLC 0.76% Add +26.2% 2,214 $1.1M
Weinberger Asset Management, Inc 0.53% Reduce -7.0% 2,208 $1.1M
Northeast Investment Management 0.05% Reduce -16.2% 2,205 $1.1M
Northwest Bancshares, Inc. 0.17% Add +23.1% 2,202 $1.1M
Nordwand Advisors, LLC 0.42% Reduce -65.7% 2,197 $1.1M
EDENTREE ASSET MANAGEMENT Ltd 0.34% Reduce -10.2% 2,192 $1.1M
Sutton Place Investors LLC 0.54% Add +8.3% 2,188 $1.1M
BTG Pactual Global Asset Management Ltd 0.35% New 2,064 $1.1M
WD Rutherford LLC 0.56% Reduce -1.4% 2,185 $1.1M
Angeles Wealth Management, LLC 0.11% Add +32.7% 2,180 $1.1M
Covenant Partners, LLC 0.31% Reduce -20.1% 2,178 $1.1M
STAR Financial Bank 0.92% Add +0.7% 2,175 $1.1M
Financial Insights, Inc. 0.31% Reduce -20.7% 2,172 $1.1M
JSF Financial, LLC 0.34% Add +22.6% 2,171 $1.1M
North Ridge Wealth Advisors, Inc. 0.83% Reduce -4.6% 2,169 $1.1M
Vista Investment Partners LLC 0.37% Reduce -74.7% 2,169 $1.1M
Opinicus Capital, Inc. 0.95% Reduce -1.6% 2,168 $1.1M
Smith, Moore & Co. 0.11% Reduce -1.3% 2,168 $1.1M
Childress Capital Advisors, LLC 0.31% Reduce -16.9% 2,168 $1.1M
Five Oceans Advisors 0.55% Reduce -0.7% 2,164 $1.1M
CPC Advisors, LLC 0.18% Reduce -85.7% 2,162 $1.1M
Richard W. Paul & Associates, LLC 0.43% Add +5.0% 2,160 $1.1M
Summit X, LLC 0.27% Reduce -4.3% 2,150 $1.1M
Vest Financial, LLC 0.03% New 2,153 $1.1M
Professional Financial Advisors, LLC 0.30% Add +4.7% 2,150 $1.1M
SMART Wealth LLC 0.48% Add +10.0% 2,148 $1.1M
Epic Trust Investment Advisors, LLC 1.31% Add +3.7% 2,147 $1.1M
Cookson Peirce & Co. Inc. 0.06% Reduce -92.0% 2,143 $1.1M
Pennsylvania Capital Management Inc. 0.44% Reduce -23.3% 2,141 $1.1M
626 Financial, LLC 0.64% Add +0.1% 2,136 $1.1M
Maven Securities LTD 0.06% Add +120.6% 2,135 $1.1M
ABLE Financial Group, LLC 0.41% Reduce -2.4% 2,135 $1.1M
Buttonwood Financial Advisors Inc. 0.50% Reduce -3.9% 2,132 $1.1M
Atlanta Consulting Group Advisors, LLC 0.36% — 2,132 $1.1M
Beck Mack & Oliver LLC 0.02% Add +24.3% 2,127 $1.1M
Sovereign Financial Group, Inc. 0.28% Add +2.3% 2,126 $1.1M
HCR Wealth Advisors 0.16% Add +0.5% 2,120 $1.0M
American Money Management, LLC 0.22% Reduce -0.1% 2,118 $1.0M
Aveo Capital Partners, LLC 0.11% Reduce -1.7% 2,127 $1.0M
Davies Financial Advisors, Inc. 1.07% — 2,113 $1.0M
AA Financial Advisors, LLC 0.42% New 2,108 $1.0M
Trust Co of the South 0.24% Reduce -37.1% 2,108 $1.0M
Monument Capital Management 0.30% Reduce -27.7% 2,106 $1.0M
Convergence Investment Partners, LLC 0.40% Reduce -16.6% 2,102 $1.0M
Taylor Hoffman Wealth Management 0.44% No change 2,100 $1.0M
Hussman Strategic Advisors, Inc. 0.24% New 2,100 $1.0M
Wallace Capital Management Inc. 0.14% No change 2,100 $1.0M
Savoie Capital LLC 0.14% New 2,100 $1.0M
LVW Advisors, LLC 0.18% Add +3.7% 2,095 $1.0M
Argent Advisors, Inc. 0.41% Add +10.2% 2,093 $1.0M
Peak Asset Management, LLC 0.20% Reduce -3.0% 2,091 $1.0M
Saxon Interests, Inc. 0.49% Add +13.2% 2,091 $1.0M
Bard Financial Services, Inc. 0.11% Reduce -1.2% 2,060 $1.0M
Berkeley Capital Partners, LLC 0.31% Add +3.6% 2,060 $1.0M
Invenio Wealth Partners LLC 0.55% Reduce -14.3% 2,055 $1.0M
AlphaQuest LLC 0.18% Add +61.8% 2,053 $1.0M
Crewe Advisors LLC 0.12% New 2,052 $1.0M
Pinnacle Bancorp, Inc. 0.30% No change 2,051 $1.0M
Cynosure Group, LLC 0.18% Reduce -72.8% 2,048 $1.0M
Clean Yield Group 0.39% No change 2,045 $1.0M
Resonant Capital Advisors, LLC 0.09% Add +20.5% 2,045 $1.0M
Meitav Investment House Ltd. 0.02% Add +351.2% 2,044 $1.0M
Texas Yale Capital Corp. 0.04% Reduce -2.4% 2,043 $1.0M
Waterfront Wealth Inc. 0.28% Add +4.2% 2,033 $1.0M
Evergreen Wealth Management, LLC 0.68% No change 2,032 $1.0M
McElhenny Sheffield Capital Management, LLC 0.35% Add +0.3% 2,014 $996K
Cypress Capital, LLC 0.27% Reduce -7.0% 2,007 $993K
Western Financial Corp 0.61% Reduce -21.2% 2,005 $992K
Monetta Financial Services Inc. 0.89% Reduce -50.0% 2,000 $989K
Epiq Partners, LLC 0.67% No change 2,000 $989K
Taikang Asset Management (Hong Kong) Co Ltd 0.21% New 2,000 $989K
Parkside Investments, LLC 0.16% Reduce -16.6% 2,000 $989K
First Financial Corp. 0.50% Reduce -17.9% 1,996 $987K
Prosperity Financial Group, Inc. 0.61% Add +6.5% 1,992 $986K
Independent Solutions Wealth Management, LLC 0.23% Add +10.6% 1,991 $985K
Unique Wealth Strategies, LLC 0.48% Add +12.9% 1,989 $984K
Westside Investment Management, Inc. 0.24% Reduce -13.9% 1,983 $981K
BSW Wealth Partners 0.17% Reduce -1.6% 1,974 $977K
Profit Investment Management, LLC 0.55% No change 1,974 $977K
Castle Wealth Management LLC 0.51% Add +12.6% 1,970 $975K
Alpha Family Trust 0.59% No change 1,970 $975K
Arax Advisory Partners 0.10% Reduce -11.4% 1,966 $973K
Darden Wealth Group Inc 0.77% Reduce -4.8% 1,965 $972K
Patron Partners, LLC 0.59% Reduce -2.6% 1,957 $968K
Aspen Wealth Strategies, LLC 0.67% Add +6.2% 1,948 $964K
Chickasaw Capital Management LLC 0.05% Add +18.6% 1,943 $961K
Quantum Private Wealth, LLC 0.36% Reduce -8.2% 1,940 $960K
McLean Asset Management Corp 0.33% Add +0.8% 2,088 $960K
Founders Capital Management, LLC 0.18% Add +12.0% 1,939 $959K
WealthTrust Axiom LLC 0.31% No change 1,939 $959K
180 Wealth Advisors, LLC 0.17% Add +40.9% 1,939 $959K
Valtinson Bruner Financial Planning LLC 0.41% Reduce -4.3% 1,937 $958K
Lombard Odier Asset Management (USA) Corp 0.14% New 1,936 $958K
Private Portfolio Partners LLC 0.20% Add +14.6% 1,922 $951K
Asset Advisors Investment Management, LLC 0.11% Reduce -19.0% 1,922 $951K
Chicago Capital, LLC 0.03% Reduce -50.4% 1,922 $951K
My Personal CFO, LLC 0.54% Reduce -3.3% 1,901 $940K
Simplify Asset Management Inc. 0.09% Reduce -45.9% 1,900 $940K
Patrick M Sweeney & Associates, Inc. 0.77% Reduce -2.6% 1,898 $939K
Sound Income Strategies, LLC 0.07% Add +31.1% 1,891 $935K
First Pacific Financial 0.26% Add +5.7% 1,883 $931K
Hoey Investments, Inc. 0.21% Reduce -32.9% 1,880 $930K
Laidlaw Wealth Management LLC 0.52% Reduce -72.3% 1,873 $927K
Financial Security Advisor, Inc. 0.32% Add +8.8% 1,873 $926K
Kingdom Financial Group LLC. 0.65% Reduce -15.6% 1,872 $926K
IVC Wealth Advisors LLC 0.53% Reduce -4.7% 1,868 $924K
Campion Asset Management 0.71% Add +0.4% 1,867 $924K
Cornerstone Wealth Management, LLC 0.07% Add +0.5% 1,866 $923K
Duncan Williams Asset Management, LLC 0.83% — 1,864 $922K
Kellett Wealth Advisors, LLC 0.64% No change 1,860 $920K
Semus Wealth Partners LLC 0.77% Reduce -1.9% 1,857 $919K
1776 Wealth LLC 0.43% Add +0.1% 1,868 $918K
Inspire Advisors, LLC 0.13% Reduce -0.7% 1,854 $917K
RiverGlades Family Offices LLC 0.73% Add +28.6% 1,800 $913K
Asset Management Group, Inc. 0.14% Add +0.6% 1,838 $909K
Virginia Wealth Management Group, Inc. 0.74% Add +0.1% 1,835 $908K
Altrafin AG 0.33% No change 1,835 $908K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,829 $905K
TCI Wealth Advisors, Inc. 0.09% Add +6.0% 1,823 $902K
Sunburst Financial Group, LLC 0.26% Reduce -2.2% 1,841 $902K
Heritage Wealth Partners, LLC 1.84% No change 1,710 $900K
Mosaic Family Wealth Partners, LLC 0.15% Reduce -17.2% 1,814 $897K
Janiczek Wealth Management, LLC 0.19% Add +4.7% 1,814 $897K
Aspire Private Capital, LLC 0.24% Add +11.5% 1,813 $897K
Vicus Capital 0.08% Add +278.5% 1,813 $897K
PBMares Wealth Management LLC 0.23% Reduce -15.8% 1,811 $896K
Resolute Wealth Strategies, LLC 0.54% Add +0.1% 1,811 $896K
Eagle Strategies LLC 0.20% Reduce -14.5% 1,810 $895K
Signal Advisors Wealth, LLC 0.22% Add +262.6% 1,802 $892K
Capital Management Associates 1.06% No change 1,800 $890K
Secure Asset Management, LLC 0.21% Reduce -26.2% 1,784 $883K
Parnassus Investments, LLC 0.00% Add +15.5% 1,783 $882K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.35% Add +3.0% 1,858 $881K
Thrive Wealth Management, LLC 0.18% Add +11.3% 1,781 $881K
W.H. Cornerstone Investments Inc. 0.63% Add +10.8% 1,778 $880K
Abacus Planning Group, Inc. 0.17% Reduce -11.1% 1,778 $880K
Wealthstream Advisors, Inc. 0.33% Reduce -22.0% 1,775 $878K
Wealth Group Ltd 0.27% Reduce -0.7% 1,709 $876K
Legacy Edge Advisors, LLC 0.18% Add +0.3% 1,771 $876K
Argus Investors' Counsel, Inc. 0.54% Add +6.5% 1,770 $876K
Summit Wealth Group, LLC 0.60% Reduce -0.2% 1,769 $875K
Centerpoint Advisors, LLC 0.33% No change 1,766 $874K
Silver Oak Securities, Incorporated 0.13% Reduce -24.7% 1,760 $871K
Buffington Mohr McNeal 0.16% Reduce -0.8% 1,754 $868K
Broadwater Capital Management LLC 0.67% No change 1,754 $868K
Arlington Trust Co LLC 0.22% Reduce -5.5% 1,753 $867K
First Commonwealth Financial Corp 0.23% Reduce -0.7% 1,751 $866K
Capital Advisory Group Advisory Services, LLC 0.41% Add +0.8% 1,748 $865K
FRG Family Wealth Advisors LLC 0.17% No change 1,787 $864K
Diamant Asset Management, Inc. 0.60% Add +168.9% 1,740 $861K
Jeppson Wealth Management, LLC 0.33% Reduce -0.3% 1,738 $860K
Correct Capital Wealth Management 0.20% Add +17.9% 1,736 $859K
Iams Wealth Management, LLC 0.52% Add +8.0% 1,723 $859K
Next Level Private LLC 0.39% New 1,726 $854K
LRI Investments, LLC 0.21% — 1,719 $850K
Paladin Advisory Group, LLC 0.67% Reduce -4.7% 1,735 $850K
Presidio Capital Management, LLC 0.62% Reduce -8.4% 1,716 $849K
FLC Capital Advisors 0.21% Reduce -7.7% 1,716 $849K
First Affirmative Financial Network 0.62% Add +3.9% 1,710 $846K
Cordgrass Capital Advisors, LLC 0.26% Add +1.9% 1,708 $845K
MV Capital Management, Inc. 0.10% Reduce -2.5% 1,707 $844K
New Republic Capital, LLC 0.54% Reduce -1.7% 1,707 $844K
Bridgefront Capital, LLC 0.64% New 1,704 $843K
Capital Advisors, Ltd. LLC 0.11% Reduce -1.4% 1,697 $840K
Zimmermann Investment Management & Planning LLC 0.30% Add +0.4% 1,692 $837K
Archer Investment Corp 0.25% Reduce -34.8% 1,690 $836K
Advisor Resource Council 0.35% Reduce -65.3% 1,584 $834K
Atlas Brown,Inc. 0.30% Add +1.4% 1,682 $832K
1ST Source Bank 0.05% Add +1.8% 1,681 $832K
West Paces Advisors Inc. 0.22% Add +1.8% 1,678 $830K
Tompkins Financial Corp. 0.09% No change 1,678 $830K
Sendero Wealth Management, LLC 0.14% Reduce -34.7% 1,677 $830K
Gould Asset Management LLC 0.20% No change 1,673 $828K
Texas Capital Bancshares Inc 0.37% Reduce -1.4% 1,671 $827K
Graves Light Lenhart Wealth, Inc. 0.10% Reduce -0.8% 1,664 $823K
Camden National Bank 0.14% Reduce -1.4% 1,661 $822K
Gries Financial LLC 0.14% New 1,661 $822K
Ausdal Financial Partners, Inc. 0.10% Reduce -1.8% 1,660 $821K
Chapin Davis, Inc. 0.30% Add +0.6% 1,656 $819K
Capital Group Investment Management Pte. LTD. 0.15% Reduce -81.3% 1,655 $819K
Onyx Bridge Wealth Group LLC 0.15% Reduce -10.1% 1,651 $818K
Sonoma Private Wealth LLC 1.32% Add +7.5% 1,653 $818K
Mill Creek Capital Advisors, LLC 0.02% Reduce -8.6% 1,651 $817K
Proathlete Wealth Management LLC 0.43% Reduce -1.4% 1,651 $816K
First American Trust, FSB 0.09% Reduce -13.1% 1,650 $816K
Summit Wealth Partners, LLC 0.17% Reduce -0.4% 1,648 $815K
Sather Financial Group Inc 0.06% Add +1.6% 1,646 $814K
Callan Family Office, LLC 0.19% Add +81.3% 1,644 $813K
EdgeRock Capital LLC 0.65% Add +4.7% 1,643 $812K
Seven Mile Advisory 0.61% Reduce -1.3% 1,636 $809K
S. R. Schill & Associates 0.35% Reduce -48.5% 1,631 $807K
FSB Premier Wealth Management, Inc. 0.38% Add +1.4% 1,628 $806K
Heron Bay Capital Management 0.17% Reduce -0.5% 1,629 $806K
Global Trust Asset Management, LLC 0.33% Reduce -7.7% 1,627 $805K
First National Bank Sioux Falls 0.44% No change 1,625 $804K
Machina Capital S.A.S. 0.42% Add +5.4% 1,621 $802K
Calydon Capital 0.15% Add +10.1% 1,568 $801K
Fortitude Advisory Group L.L.C. 0.45% Reduce -12.6% 1,619 $801K
Baker Avenue Asset Management, LP 0.03% Reduce -63.0% 1,615 $799K
Delta Financial Group, Inc. 0.23% Add +1.0% 1,612 $798K
Cape Investment Advisory, Inc. 0.37% Reduce -0.7% 1,613 $798K
Webster Bank, N. A. 0.09% Add +35.6% 1,610 $796K
Fort Point Capital Partners LLC 0.11% Reduce -0.3% 1,607 $795K
Smart Portfolios, LLC 0.84% Add +2.6% 1,602 $793K
TBH Global Asset Management, LLC 0.16% Add +0.8% 1,601 $792K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.40% Reduce -68.6% 1,600 $792K
Jacobsen Capital Management 0.37% Reduce -1.2% 1,593 $788K
Farmers Trust Co. 0.16% Reduce -76.7% 1,593 $788K
Salomon & Ludwin, LLC 0.07% Add +11.4% 1,598 $787K
City State Bank 0.35% Add +0.6% 1,580 $782K
Collective Family Office LLC 0.25% Add +4.3% 1,577 $780K
Navellier & Associates Inc. 0.10% Reduce -33.1% 1,573 $778K
Annis Gardner Whiting Capital Advisors, LLC 0.28% Add +59.3% 1,571 $777K
Sfmg, LLC 0.07% Add +7.3% 1,571 $777K
Ignite Planners, LLC 0.22% Reduce -14.4% 1,586 $776K
Steph & Co. 0.27% Reduce -8.2% 1,569 $776K
Bowman & Co S.C. 0.47% Add +1.0% 1,562 $776K
MQS Management LLC 0.44% Reduce -0.4% 1,568 $776K
Angeles Investment Advisors, LLC 0.04% Add +15.2% 1,562 $773K
Full Sail Capital, LLC 0.05% Reduce -3.9% 1,561 $772K
Clarus Group, Inc. 0.54% Add +4.5% 1,560 $772K
La Financiere DE L'echiquier 0.03% Add +11.9% 1,556 $770K
White Pine Capital LLC 0.29% Add +3.0% 1,590 $769K
Park Edge Advisors, LLC 0.21% Add +174.5% 1,551 $767K
RFP Financial Group LLC 0.30% Reduce -18.8% 1,545 $764K
Proffitt & Goodson Inc. 0.14% Reduce -0.6% 1,545 $764K
HF Advisory Group, LLC 0.43% Add +19.5% 1,540 $762K
GW Henssler & Associates Ltd. 0.04% Reduce -0.2% 1,539 $761K
Verum Partners LLC 0.27% Reduce -1.1% 1,538 $761K
Johnson & White Wealth Management, LLC 0.55% Add +4.9% 1,532 $758K
Oxinas Partners, LLC 0.49% Reduce -7.8% 1,530 $757K
Tandem Investment Advisors, Inc. 0.03% Reduce -2.3% 1,531 $757K
Interchange Capital Partners, LLC 0.51% Add +10.9% 1,512 $755K
FFT Wealth Management LLC 0.06% Add +30.8% 1,522 $753K
Quantum Financial Advisors, LLC 0.14% Reduce -1.6% 1,522 $753K
Coppell Advisory Solutions Corp. 0.14% — 1,519 $752K
Lwmg, LLC 0.17% Reduce -5.4% 1,508 $746K
Trek Financial, LLC 0.06% Add +76.2% 1,503 $744K
AllSquare Wealth Management LLC 0.44% Add +11.1% 1,502 $743K
Copperleaf Capital, LLC 0.64% Add +6.9% 1,502 $743K
Jackson, Grant Investment Advisers, Inc. 0.30% Add +0.2% 1,501 $743K
Sonata Capital Group Inc. 0.34% No change 1,497 $741K
WealthBridge Capital Management, LLC 0.25% Reduce -13.5% 1,498 $741K
Detalus Advisors, LLC 0.26% Reduce -6.2% 1,495 $740K
Baron Wealth Management LLC 0.39% Add +2.5% 1,490 $737K
Sunflower Bank, N.A. 0.17% Add +0.5% 1,485 $735K
Ssi Investment Management LLC 0.29% Reduce -1.1% 1,481 $733K
Latitude Advisors, LLC 0.46% Add +23.7% 1,478 $731K
Columbus Macro, LLC 0.28% Reduce -4.4% 1,471 $728K
Clifford Group, LLC 0.60% Add +7.3% 1,467 $726K
Gerber, LLC 0.61% No change 1,463 $724K
Marotta Asset Management 0.15% Reduce -4.4% 1,462 $723K
Pointe Capital Management LLC 0.44% Reduce -5.3% 1,457 $721K
Gibbs Wealth Management 0.41% — 1,452 $718K
XR Securities LLC 0.21% Add +31.3% 1,451 $718K
Summit Financial Strategies, Inc. 0.10% Add +85.9% 1,450 $717K
WASHINGTON TRUST Co 0.03% Reduce -1.1% 1,449 $717K
Bouchey Financial Group, Ltd. 0.07% Add +8.4% 1,448 $716K
General Partner, Inc. 0.45% Add +43.8% 1,441 $713K
Ballast Advisors LLC 0.24% Reduce -0.7% 1,439 $712K
OmniStar Financial Group, Inc. 0.65% New 1,438 $712K
Headlands Technologies LLC 0.17% Add +8.0% 1,438 $711K
WMS Partners, LLC 0.05% Add +11.6% 1,436 $710K
ODonnell Financial Services, LLC 0.33% No change 1,436 $710K
Claris Advisors, LLC / Mo / 0.36% Add +0.1% 1,433 $709K
Fiducient Advisors LLC 0.14% Add +1.3% 1,432 $709K
Copperwynd Financial, LLC 0.25% Add +20.8% 1,429 $707K
Clear Creek Financial Management, LLC 0.09% Add +9.7% 1,428 $706K
Vivid Wealth Management, LLC 0.44% Reduce -2.5% 1,427 $706K
Traynor Capital Management, Inc. 0.07% Add +14.4% 1,426 $705K
Eudaimonia Advisors LLC 0.38% Reduce -9.9% 1,426 $705K
Summit Place Financial Advisors, LLC 0.41% Add +3.7% 1,415 $700K
Kintra Wealth, LLC 0.52% Reduce -18.6% 1,414 $700K
Washington Capital Management, Inc. 0.57% Reduce -24.5% 1,410 $698K
Hemington Wealth Management 0.25% Add +22.7% 1,400 $693K
Steigerwald, Gordon & Koch Inc. 0.09% Add +0.1% 1,400 $693K
Carson Advisory Inc. 0.48% Reduce -0.8% 1,393 $689K
Aire Advisors, LLC 0.16% Add +1.0% 1,386 $689K
VeraBank, N.A. 0.21% Reduce -1.1% 1,388 $687K
Aspen Grove Capital, LLC 0.19% Add +12.4% 1,382 $684K
Charter Oak Capital Management, LLC 0.07% Add +27.0% 1,382 $684K
E Fund Management (Hong Kong) Co., Ltd. 0.45% Add +858.3% 1,380 $683K
Arcus Capital Partners, LLC 0.21% Add +31.1% 1,373 $679K
Triad Wealth Partners, LLC 0.52% — 1,372 $679K
Kenora Financial, LLC 0.29% Add +24.3% 1,371 $678K
Whalen Wealth Management Inc. 0.50% No change 1,371 $678K
Clough Capital Partners L P 0.07% Add +191.5% 1,370 $678K
Arlington Capital Management, Inc. 0.56% Add +2.5% 1,367 $676K
Thompson Siegel & Walmsley LLC 0.01% Reduce -83.4% 1,367 $676K
Resurgent Financial Advisors LLC 0.36% Add +1.3% 1,366 $676K
Stonebridge Financial Planning Group, LLC 0.36% No change 1,366 $676K
Sanders Morris Harris LLC 0.12% Add +17.2% 1,363 $674K
Brown, Lisle/Cummings, Inc. 0.23% No change 1,360 $673K
Williamson Legacy Group, LLC 0.52% Add +0.6% 1,351 $668K
Consolidated Portfolio Review Corp 0.17% Reduce -13.0% 1,347 $666K
Infrastructure Capital Advisors, LLC 0.11% Reduce -66.6% 1,344 $665K
Cognios Beta Neutral Large Cap Fund, LP 0.87% Reduce -0.4% 1,343 $664K
Worth Financial Advisory Group, LLC 0.46% Add +0.5% 1,340 $663K
K.J. Harrison & Partners Inc 0.10% Reduce -86.1% 1,340 $663K
Emerald Advisers, LLC 0.03% Reduce -27.6% 1,340 $663K
Veracity Capital LLC 0.26% Add +1.5% 1,335 $660K
Virtue Capital Management, LLC 0.12% New 1,497 $660K
Heritage Financial Services, LLC 0.10% Add +0.5% 1,332 $659K
First Western Trust Bank 0.03% Reduce -3.8% 1,328 $657K
Eagle Bay Advisors LLC 0.41% Reduce -7.0% 1,328 $657K
Congress Park Capital LLC 0.29% No change 1,325 $655K
GenTrust, LLC 0.04% Add +14.7% 1,320 $653K
Financial Management Professionals, Inc. 0.10% Reduce -1.6% 1,320 $653K
Lewis Asset Management, LLC 0.54% Reduce -18.9% 1,319 $652K
SRB Corp. 0.04% Add +39.3% 1,318 $652K
Marquette Asset Management, LLC 0.11% Reduce -1.0% 1,317 $652K
Eagle Wealth Strategies LLC 0.53% Reduce -2.9% 1,329 $651K
Good Life Advisors, LLC 0.06% Reduce -19.9% 1,310 $648K
Kraft, Davis & Associates, LLC 0.20% Add +132.7% 1,268 $648K
Raleigh Capital Management Inc. 0.28% Add +34.5% 1,307 $646K
Braun-Bostich & Associates Inc. 0.54% Reduce -24.9% 1,300 $643K
Wealthspire Retirement, LLC 0.06% Add +1.5% 1,298 $643K
Novak & Powell Financial Services, Inc. 0.48% Add +0.3% 1,298 $642K
Seeds Investor LLC 0.59% Add +18.4% 1,298 $642K
Altiora Financial Group, LLC 0.17% No change 1,295 $641K
American State Bank (Iowa) 0.43% Reduce -25.3% 1,294 $640K
FWG Holdings, LLC 0.34% Reduce -1.3% 1,262 $640K
Valley National Advisers Inc. 0.10% Reduce -8.8% 1,291 $638K
Signature Estate & Investment Advisors LLC 0.02% Reduce -24.3% 1,287 $637K
Pathway Financial Advisors LLC 0.17% No change 1,286 $636K
Cypress Wealth Services, LLC 0.15% Add +4.6% 1,283 $635K
Hoylecohen, LLC 0.05% Add +0.2% 1,283 $635K
Kanawha Capital Management LLC 0.05% Reduce -18.2% 1,282 $634K
Nicholas Wealth, LLC. 0.49% Add +24.7% 1,282 $634K
Advus Financial Partners, LLC 0.20% Reduce -5.9% 1,282 $634K
Smith Anglin Financial, LLC 0.07% Add +7.1% 1,281 $634K
Harris Associates (Oakmark Funds) 0.00% Reduce -3.8% 1,280 $633K
Donoghue Forlines LLC 0.18% Add +16.9% 1,279 $633K
High Net Worth Advisory Group LLC 0.20% Add +26.8% 1,278 $632K
Thomasville National Bank 0.05% Reduce -1.2% 1,276 $631K
Ninepoint Partners LP 0.08% No change 1,271 $629K
BCK Partners, Inc. 0.34% Add +2.2% 1,269 $628K
DDFG, Inc 0.20% No change 1,268 $627K
Wealth Forward, LLC 0.49% No change 1,267 $627K
Gilman Hill Asset Management, LLC 0.11% Add +4.7% 1,267 $627K
Modus Advisors, LLC 0.23% Add +3.4% 1,264 $625K
True North Advisors, LLC 0.17% Add +8.8% 1,264 $625K
Prairiewood Capital, LLC 0.29% No change 1,261 $624K
Cassia Capital Partners, LLC 0.41% Add +29.6% 1,258 $622K
Goldstein Advisors, LLC 0.11% Add +6.6% 1,256 $621K
Teamwork Financial Advisors, LLC 0.10% Reduce -14.9% 1,253 $620K
Intrepid Financial Planning Group LLC 0.27% Add +0.4% 1,253 $620K
Boston Mountain Money Management Inc. 0.42% — 1,252 $619K
Insight Advisors, LLC/ PA 0.12% Reduce -6.3% 1,250 $619K
Source Financial Advisors LLC 0.19% Reduce -15.5% 1,250 $618K
Summa Corp. 0.34% Add +31.6% 1,250 $618K
Holistic Financial Partners 0.31% Reduce -2.6% 1,250 $618K
Avory & Company, LLC 0.42% Reduce -15.7% 1,249 $618K
Kavar Capital Partners Group, LLC 0.11% Reduce -28.0% 1,249 $618K
Winthrop Advisory Group LLC 0.09% Reduce -1.0% 1,249 $618K
Bordeaux Wealth Advisors LLC 0.21% Reduce -30.5% 1,247 $617K
Invst, LLC 0.07% Add +1.4% 1,258 $616K
Dimension Capital Management LLC 0.12% Add +8.6% 1,245 $616K
Midwest Financial Group LLC 0.41% Reduce -0.9% 1,243 $615K
Members Trust Co 0.02% Add +14.2% 1,239 $613K
Grassi Investment Management 0.06% Add +39.5% 1,235 $611K
Zuckerman Investment Group, LLC 0.07% Add +12.2% 1,235 $611K
Hoxton Planning & Management, LLC 0.29% Reduce -6.2% 1,234 $610K
KilterHowling LLC 0.43% Add +38.3% 1,234 $610K
McGlone Suttner Wealth Management, Inc. 0.11% Reduce -1.0% 1,232 $609K
Wealth Group, Ltd. 0.46% — 1,232 $609K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.10% Add +1.1% 1,229 $608K
Charles Schwab Trust Co 0.06% Reduce -55.7% 1,227 $607K
Parcion Private Wealth LLC 0.05% Reduce -5.6% 1,223 $605K
Vigilare Wealth Management 0.30% Reduce -19.5% 1,216 $602K
Penobscot Wealth Management 0.38% Add +1.2% 1,213 $600K
Vermillion & White Wealth Management Group, LLC 0.48% Add +6.1% 1,211 $599K
First Bank & Trust 0.12% Add +11.8% 1,208 $598K
Everpar Advisors LLC 0.36% Reduce -39.4% 1,207 $597K
Fernwood Investment Management, LLC 0.17% Reduce -5.5% 1,207 $597K
Curbstone Financial Management Corp 0.13% Reduce -1.6% 1,206 $597K
NavPoint Financial, Inc. 0.52% Add +0.3% 1,205 $596K
Howland Capital Management LLC 0.03% Reduce -4.0% 1,205 $596K
Waters Parkerson & Co., LLC 0.03% Add +7.7% 1,205 $596K
Traveka Wealth, LLC 0.27% Add +3.3% 1,201 $594K
Sharp Wealth Advisory, LLC 0.55% New 1,200 $594K
Dillon & Associates Inc. 0.09% No change 1,197 $593K
Councilor Wealth, LLC 0.30% Add +10.8% 1,197 $592K
MTM Investment Management, LLC 0.24% Add +6.5% 1,196 $592K
Berry Wealth Group, LP 0.49% Reduce -10.5% 1,190 $589K
MSH Capital Advisors LLC 0.21% No change 1,190 $589K
Guardian Wealth Advisors, LLC 0.38% No change 1,190 $589K
Spotlight Asset Group, Inc. 0.42% Add +35.2% 1,179 $583K
Washington Trust Advisors, Inc. 0.05% Add +6.1% 1,178 $583K
Horizon Wealth Management, LLC 0.15% Add +4.5% 1,177 $582K
Successful Portfolios LLC 0.40% Reduce -3.0% 1,177 $582K
Armbruster Capital Management, Inc. 0.12% No change 1,175 $581K
Twin City Private Wealth, LLC 0.57% — 1,174 $581K
Baker Boyer National Bank 0.20% No change 1,173 $580K
Iron Horse Wealth Management, LLC 0.23% No change 1,167 $577K
Lifeworks Advisors, LLC 0.16% Add +8.2% 1,167 $577K
Kowal Investment Group, LLC 0.12% Reduce -17.7% 1,162 $575K
Peoples Bank 0.32% Add +1.9% 1,160 $574K
Cedrus LLC 0.31% Reduce -8.7% 1,159 $573K
Austin Private Wealth, LLC 0.07% Add +9.8% 1,246 $573K
Western Pacific Wealth Management, LP 0.42% Add +28.1% 1,157 $572K
PrairieView Partners, LLC 0.07% Reduce -0.1% 1,154 $572K
Global Assets Advisory, LLC 0.34% New 1,166 $571K
Northwest Bank & Trust Co 0.52% Reduce -2.0% 1,180 $571K
Spectrum Asset Management, Inc. (NB/CA) 0.24% No change 1,153 $570K
Tectonic Advisors LLC 0.04% Add +0.3% 1,150 $569K
Valley Wealth Managers, Inc. 0.04% Add +8.7% 1,149 $568K
Watershed Private Wealth LLC 0.25% Reduce -5.3% 1,144 $566K
Sage Rhino Capital LLC 0.13% Add +1.7% 1,144 $566K
Prudent Investors Network, Inc. 0.21% — 1,142 $565K
Visionary Wealth Advisors 0.04% Reduce -7.3% 1,142 $565K
Root Financial Partners, LLC 0.17% New 1,140 $564K
Hexagon Capital Partners LLC 0.12% Reduce -9.3% 1,135 $562K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +21.0% 1,134 $561K
Northwest Wealth Management, LLC 0.15% Add +3.4% 1,130 $559K
Mitchell Sinkler & Starr 0.14% Reduce -19.0% 1,128 $558K
Lafayette Investments, Inc. 0.13% Add +4.7% 1,125 $557K
Analyst IMS Investment Management Services Ltd. 0.02% Add +148.1% 1,124 $556K
Relative Value Partners Group, LLC 0.03% Reduce -0.6% 1,085 $555K
Tillman Hartley LLC 0.19% Add +0.1% 1,120 $554K
Moody Aldrich Partners LLC 0.09% Add +2.9% 1,119 $554K
Oxford Financial Group, LTD. LLC 0.04% Add +8.9% 1,118 $553K
GQG Partners LLC 0.00% Reduce -100.0% 1,116 $552K
First Command Advisory Services, Inc. 0.01% Add +0.2% 1,114 $550K
Strategic Family Wealth Counselors, L.L.C. 0.22% Add +0.9% 1,110 $549K
Elevation Wealth Partners, LLC 0.27% Reduce -27.9% 1,110 $549K
Castleview Partners, LLC 0.31% Add +4.4% 1,110 $549K
White Knight Strategic Wealth Advisors, LLC 0.57% Add +47.9% 1,109 $549K
Gables Capital Management Inc. 0.30% Add +4.7% 1,109 $549K
Leo Wealth, LLC 0.06% Add +10.1% 1,112 $549K
Mendel Capital Management LLC 0.36% Reduce -10.4% 1,108 $548K
Edge Financial Advisors LLC 0.48% — 1,108 $548K
Quadrant Private Wealth Management, LLC 0.14% Add +2.0% 1,106 $547K
Arcataur Capital Management LLC 0.20% Reduce -0.5% 1,105 $547K
First City Capital Management, Inc. 0.30% Reduce -1.0% 1,101 $545K
Hudson Value Partners, LLC 0.23% Add +14.1% 1,101 $545K
Magnolia Wealth Management, LLC 0.22% Add +100.0% 1,100 $541K
Ipswich Investment Management Co., Inc. 0.13% Add +1.9% 1,094 $541K
Navalign, LLC 0.18% Reduce -1.9% 1,090 $539K
Black Diamond Financial, LLC 0.15% No change 1,024 $539K
Wealth Management Associates, Inc. 0.25% Reduce -34.2% 1,057 $538K
Baxter Bros Inc. 0.07% Reduce -16.2% 1,088 $538K
New Covenant Trust Company, N.A. 0.54% — 1,084 $536K
Cheviot Value Management, LLC 0.12% Add +9.8% 1,081 $535K
Hyperion Partners, LLC 0.39% Reduce -2.5% 1,079 $534K
Palisades Hudson Asset Management, L.P. 0.24% No change 1,078 $533K
Hutchens & Kramer Investment Management Group, LLC 0.31% Add +16.3% 1,085 $531K
Family Manage LLC 0.10% Add +1.8% 1,074 $531K
Benedict Financial Advisors Inc. 0.13% Add +23.8% 1,073 $531K
Integrated Investment Consultants, LLC 0.15% Reduce -3.0% 1,069 $529K
Steele Capital Management, Inc. 0.03% No change 1,069 $529K
Wellspring Financial Advisors, LLC 0.08% Add +19.6% 1,069 $529K
Levy Wealth Management Group, LLC 0.15% No change 1,002 $528K
Operose Advisors LLC 0.18% Add +254.2% 1,066 $527K
SignalPoint Asset Management, LLC 0.14% Reduce -0.4% 1,055 $527K
KFG Wealth Management, LLC 0.22% Add +5.9% 1,064 $527K
GFG Capital, LLC 0.14% Reduce -7.7% 1,064 $526K
New Jersey Better Educational Savings Trust 0.99% No change 1,063 $526K
Ullmann Wealth Partners Group, LLC 0.08% Reduce -8.7% 1,057 $523K
Darwin Wealth Management, LLC 0.15% Reduce -7.6% 1,056 $523K
Horan Capital Advisors, LLC. 0.19% Reduce -7.8% 1,056 $522K
New Century Financial Group, LLC 0.36% Reduce -18.1% 1,055 $522K
Buska Wealth Management, LLC 0.23% — 1,053 $521K
Perritt Capital Management Inc 0.28% No change 1,052 $521K
Rappaport Reiches Capital Management, LLC 0.16% Add +0.2% 1,052 $521K
Tower Wealth Partners, Inc. 0.34% Add +7.7% 1,050 $519K
Adero Partners, LLC 0.04% Reduce -17.5% 1,048 $519K
Caldwell Sutter Capital, Inc. 0.25% Reduce -48.9% 1,047 $518K
Paragon Private Wealth Management, LLC 0.31% Add +0.3% 1,045 $517K
Core Wealth Partners LLC 0.39% Add +4.0% 1,044 $516K
Alhambra Investment Management LLC 0.28% Reduce -0.5% 1,044 $516K
Heck Capital Advisors, LLC 0.08% Reduce -1.0% 1,043 $516K
Verdad Advisers, LP 0.56% New 1,042 $515K
Carr Financial Group Corp 0.17% Reduce -10.3% 1,042 $515K
Renaissance Investment Group LLC 0.12% Reduce -3.3% 1,041 $515K
Unionview, LLC 0.42% Reduce -3.7% 1,036 $513K
HHM Wealth Advisors, LLC 0.08% Reduce -3.5% 1,035 $512K
BHK Investment Advisors, LLC 0.20% Add +63.9% 1,034 $512K
TCWP LLC 1.36% Reduce -2.5% 1,032 $511K
World Equity Group, Inc. 0.10% Reduce -40.9% 1,031 $510K
SWP Financial LLC 0.36% Add +0.4% 1,030 $510K
HFR Wealth Management, LLC 0.13% No change 1,030 $510K
Orser Capital Management, LLC 0.48% Add +128.4% 1,028 $509K
Lesa Sroufe & Co 0.48% No change 1,025 $507K
Garde Capital, Inc. 0.04% Add +0.2% 1,023 $506K
Callan Capital, LLC 0.04% Add +15.8% 1,021 $505K
First Heartland Consultants, Inc. 0.05% Add +24.9% 1,020 $505K
Barrett & Company, Inc. 0.24% Reduce -4.2% 1,019 $504K
Bill Few Associates, Inc. 0.20% Reduce -2.6% 1,019 $504K
BCS Wealth Management 0.16% Reduce -3.0% 1,019 $504K
Sandy Cove Advisors, LLC 0.23% Add +5.4% 1,018 $504K
Twelve Points Wealth Management LLC 0.18% Reduce -8.3% 1,017 $503K
Bedel Financial Consulting, Inc. 0.08% No change 1,016 $503K
Burr Financial Services, LLC 0.39% No change 1,002 $502K
Future Financial Wealth Managment LLC 0.38% Reduce -17.5% 1,011 $500K
Traphagen Investment Advisors LLC 0.05% Reduce -4.3% 1,005 $497K
Fogel Capital Management, Inc. 0.29% No change 1,009 $497K
Bright Futures Wealth Management, LLC. 0.27% — 1,020 $496K
Coastal Bridge Advisors, LLC 0.11% No change 993 $491K
Baron Silver Stevens Financial Advisors, LLC 0.10% Add +29.3% 993 $491K
Seelaus Asset Management LLC 0.50% Reduce -2.0% 992 $491K
New Potomac Partners, LLC 0.27% No change 989 $489K
Palmer Knight Co 0.24% Reduce -1.2% 985 $487K
Hengehold Capital Management LLC 0.05% Reduce -4.5% 985 $487K
Ellsworth Advisors, LLC 0.14% Add +19.1% 1,109 $487K
Hodges Capital Management Inc. 0.03% Reduce -57.6% 975 $482K
Founders Financial Alliance, LLC 0.14% Reduce -54.3% 974 $482K
Genesee Capital Advisors, LLC 0.26% Add +0.3% 974 $482K
Greenwood Gearhart LLC 0.05% Add +1.1% 971 $480K
Roman Butler Fullerton & Co. 0.18% Reduce -14.4% 976 $479K
Private Wealth Partners, LLC 0.04% Add +107.3% 966 $478K
LifePro Asset Management 0.32% New 964 $477K
Sherbrooke Park Advisers LLC 0.09% New 961 $475K
TFB Advisors LLC 0.17% Add +59.2% 982 $475K
Integral Investment Advisors, Inc. 0.20% Add +120.4% 963 $475K
Amplius Wealth Advisors, LLC 0.05% Reduce -3.8% 955 $473K
Waddell & Associates, LLC 0.06% Reduce -41.6% 955 $473K
Aprio Wealth Management, LLC 0.09% Add +38.2% 955 $473K
Nixon Peabody Trust Co. 0.04% Reduce -2.5% 951 $470K
Linscomb Wealth, Inc. 0.02% Reduce -3.0% 949 $470K
Klingman & Associates, LLC 0.03% Reduce -6.9% 949 $469K
Warren Street Wealth Advisors, LLC 0.23% Add +6.0% 948 $469K
Red Wave Investments LLC 0.18% No change 946 $468K
Van Strum & Towne Inc. 0.17% No change 945 $467K
Abel Hall, LLC 0.35% Add +1.5% 941 $465K
Balboa Wealth Partners 0.15% Add +1.3% 940 $465K
Staley Capital Advisers Inc. 0.02% Reduce -11.8% 939 $465K
Bruce G. Allen Investments, LLC 0.38% Add +6.6% 938 $464K
Altus Wealth Group LLC 0.23% Reduce -4.9% 935 $463K
Cascade Investment Group, Inc. 0.35% Reduce -6.0% 935 $462K
Belmont Capital, LLC 0.13% Reduce -1.6% 933 $461K
Security National Bank of So Dak 0.28% Reduce -0.4% 932 $461K
Lantz Financial LLC 0.15% Add +5.0% 932 $461K
Auxano Advisors, LLC 0.13% Add +105.1% 931 $461K
Matisse Capital 0.22% Reduce -0.4% 930 $460K
Kapitalo Investimentos Ltda 0.10% Reduce -15.4% 930 $460K
Pettyjohn, Wood & White, Inc. 0.09% Reduce -1.1% 930 $460K
Clare Market Investments LLC 0.14% Add +0.1% 928 $459K
Private Ocean, LLC 0.05% Add +0.4% 928 $459K
Innova Wealth Partners 0.35% Add +14.0% 927 $459K
Creative Financial Designs Inc. 0.04% Add +3.6% 926 $458K
Lockerman Financial Group, Inc. 0.88% Add +0.1% 926 $458K
Klingenstein Fields & Co. LP 0.02% No change 923 $457K
Garden State Investment Advisory Services LLC 0.17% Add +3.6% 924 $456K
Insight Folios Inc 0.18% Reduce -0.2% 922 $456K
Savvy Advisors, Inc. 0.26% Add +56.3% 919 $455K
New England Capital Financial Advisors LLC 0.26% Add +0.1% 918 $454K
Deseret Mutual Benefit Administrators 0.23% Add +4.1% 912 $451K
Towerpoint Wealth, LLC 0.23% Add +3.2% 911 $451K
Aerodigm Wealth, LLC 0.18% Add +49.4% 910 $450K
Mayport, LLC 0.17% No change 909 $450K
Jamison Private Wealth Management, Inc. 0.08% Add +22.8% 905 $448K
Salvus Wealth Management, LLC 0.31% Reduce -2.1% 903 $447K
Titleist Asset Management, LLC 0.08% Reduce -56.4% 903 $447K
Heritage Wealth Management, Inc. 0.44% Reduce -0.3% 902 $446K
Old Port Advisors 0.14% Reduce -2.1% 902 $446K
Mosley Wealth Management 0.42% Reduce -1.0% 898 $444K
Gateway Wealth Partners, LLC 0.16% Add +18.9% 898 $444K
PGIM Custom Harvest LLC 0.01% Reduce -2.0% 896 $443K
Etesian Wealth Advisors, Inc. 0.25% Reduce -8.6% 896 $443K
Values Added Financial LLC 0.34% Reduce -15.6% 894 $442K
Liberty Wealth Management LLC 0.09% Reduce -1.2% 882 $442K
Albert D Mason Inc. 0.27% Reduce -0.9% 890 $440K
Objective Capital Management, LLC 0.30% Reduce -0.6% 888 $439K
Peterson Wealth Services 0.16% Add +1.1% 888 $439K
Knights of Columbus Asset Advisors LLC 0.03% Reduce -35.8% 886 $438K
Juncture Wealth Strategies, LLC 0.19% No change 886 $438K
Cooper/Haims Advisors, LLC 0.25% Reduce -4.1% 886 $438K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -80.2% 886 $438K
M3 Advisory Group, LLC 0.40% Add +28.8% 885 $438K
Ridgecrest Wealth Partners, LLC 0.26% Add +0.1% 883 $437K
Satovsky Asset Management LLC 0.13% Add +0.5% 882 $436K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Add +0.1% 882 $436K
One Wealth Map LLC 0.29% New 887 $436K
REDW Wealth LLC 0.12% Reduce -0.6% 879 $435K
Private Capital Management LLC 0.10% Reduce -9.4% 879 $435K
Investors Asset Management of Georgia Inc. /Ga/ 0.20% Reduce -41.8% 879 $435K
One Day In July LLC 0.06% Add +18.5% 879 $435K
SOA Wealth Advisors, LLC. 0.09% Add +4.3% 878 $434K
Atlas Private Wealth Advisors 0.14% Reduce -49.9% 878 $434K
Rosenberg Matthew Hamilton 0.12% Add +0.6% 880 $431K
Birchcreek Wealth Management, LLC 0.23% No change 870 $430K
Centennial Bank 0.22% Reduce -5.4% 870 $430K
Lanham O'Dell & Company, Inc. 0.22% Add +1.6% 869 $430K
Cairn Investment Group, Inc. 0.25% No change 867 $429K
Fox Hill Wealth Management 0.29% Reduce -77.3% 866 $429K
Mustard Seed Financial, LLC 0.43% No change 865 $428K
First United Bank & Trust 0.16% No change 865 $428K
Seamount Financial Group Inc. 0.37% Reduce -49.4% 862 $426K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -2.0% 861 $426K
Cipher Capital LP 0.20% Add +38.5% 860 $425K
Jmac Enterprises LLC 0.08% Reduce -0.6% 859 $425K
Tidemark, LLC 0.24% Add +30.2% 858 $424K
Fairview Capital Investment Management, LLC 0.02% Reduce -18.9% 856 $423K
Sandbox Financial Partners, LLC 0.18% Reduce -17.1% 856 $423K
Legacy Trust 0.11% No change 854 $422K
Perennial Advisors, LLC 0.10% No change 854 $422K
Granite Harbor Advisors, Inc. 0.29% Add +7.1% 848 $420K
Pasadena Private Wealth, LLC 0.10% No change 848 $419K
Echo45 Advisors LLC 0.30% Reduce -4.5% 845 $418K
Capstone Financial Advisors, Inc. 0.03% No change 844 $418K
Rodgers Brothers Inc. 0.06% Add +2.4% 842 $417K
Horizon Financial Services, LLC 0.27% Reduce -2.5% 842 $416K
McGowan Group Asset Management, Inc. 0.06% Reduce -2.4% 842 $416K
Regatta Capital Group, LLC 0.09% Add +1.4% 841 $416K
Elite Wealth Management, Inc. 0.10% No change 841 $416K
Fiduciary Alliance LLC 0.07% Add +0.8% 849 $416K
Canvas Wealth Advisors, LLC 0.14% Add +9.1% 867 $415K
Lion Street Advisors, LLC 0.17% No change 788 $415K
Aldebaran Financial Inc. 0.59% Reduce -16.6% 838 $415K
Mascoma Wealth Management LLC 0.12% No change 835 $413K
QVR LLC 0.07% New 835 $413K
Spectrum Wealth Counsel, LLC 0.05% Reduce -93.7% 835 $413K
Marathon Mission, Inc. 0.33% Reduce -3.8% 833 $412K
Forefront Analytics, LLC 0.20% Add +52.9% 824 $409K
360 Financial, Inc. 0.16% Reduce -17.9% 826 $409K
Allegheny Financial Group 0.13% Reduce -35.6% 826 $409K
Atwood & Palmer Inc. 0.03% Add +4.0% 825 $408K
Clear Rock Advisors, LLC 0.18% No change 824 $408K
Global Strategic Investment Solutions, LLC 0.05% Add +1.9% 822 $407K
ProVise Management Group, LLC 0.04% Reduce -84.4% 821 $406K
Verus Capital Partners, LLC 0.04% Reduce -26.5% 817 $404K
Kaydan Wealth Management, Inc. 0.14% Reduce -2.3% 817 $404K
Philadelphia Trust Co. 0.03% Add +2.5% 816 $404K
Cherry Tree Wealth Management, LLC 0.10% No change 817 $404K
Center for Financial Planning, Inc. 0.06% Add +1.9% 816 $404K
Emergent Wealth Advisors, LLC 0.35% New 816 $403K
West Wealth Group, LLC 0.15% Add +0.3% 814 $403K
Benin Management CORP 0.13% Add +1.2% 814 $403K
Octavia Wealth Advisors, LLC 0.06% Reduce -6.4% 813 $402K
Walker Asset Management, LLC 0.27% Reduce -46.2% 813 $402K
WealthPlan Investment Management, LLC 0.06% No change 811 $401K
Financial Council, LLC 0.24% No change 810 $401K
Client 1ST Advisory Group, LLC 0.18% Add +8.7% 810 $401K
ETF Portfolio Partners, Inc. 0.13% No change 809 $400K
Truepoint, Inc. 0.01% Reduce -66.4% 809 $400K
Bernardo Wealth Planning LLC 0.11% Add +5.3% 808 $400K
NFSG Corp 0.17% Reduce -28.8% 807 $399K
Capital Markets Trading UK LLP 0.29% New 806 $399K
Beaton Management Co. Inc. 0.22% Add +0.3% 806 $399K
Meridian Wealth Partners, LLC 0.07% Add +7.3% 805 $398K
Gray Wealth Management Inc. 0.18% Add +8.9% 798 $395K
Ritter Daniher Financial Advisory LLC / DE 0.13% No change 797 $394K
Shulman DeMeo Asset Management LLC 0.10% Add +0.4% 797 $394K
Gemmer Asset Management LLC 0.05% Add +15.0% 796 $394K
BlueChip Wealth Advisors LLC 0.25% Reduce -24.9% 794 $393K
Avaii Wealth Management, LLC 0.23% Reduce -6.7% 793 $392K
Element Wealth, LLC 0.23% Add +3.8% 792 $392K
Veery Capital, LLC 0.16% Reduce -2.5% 792 $392K
Continuum Wealth Advisors, LLC 0.22% Reduce -8.7% 791 $391K
Cascade Financial Partners, LLC 0.06% — 889 $390K
Wendell David Associates Inc. 0.04% Reduce -7.1% 787 $389K
Aviso Wealth Management 0.25% Add +41.6% 786 $389K
Global Financial Private Client, LLC 0.17% No change 792 $388K
Tandem Wealth Advisors LLC 0.21% No change 781 $386K
Investmark Advisory Group LLC 0.21% Add +0.1% 780 $386K
Rakuten Securities, Inc. 0.17% Add +167.9% 777 $384K
Edge Wealth Management LLC 0.08% Add +86.3% 777 $384K
McDaniel Terry & Co. 0.03% Add +20.5% 776 $384K
Sienna Gestion 0.03% — 775 $383K
Benchmark Financial Wealth Advisors, LLC 0.15% Add +11.5% 775 $383K
Taylor & Morgan Wealth Management, LLC 0.28% Add +0.1% 773 $382K
Ewa, LLC 0.17% New 745 $382K
Columbia Asset Management 0.08% No change 724 $381K
Westmount Partners, LLC 0.14% Reduce -10.7% 769 $381K
Garrison Asset Management, LLC 0.20% Reduce -1.3% 769 $380K
Birch Hill Investment Advisors LLC 0.02% Add +2.7% 768 $380K
Alpine Woods Capital Investors, LLC 0.08% Reduce -3.1% 785 $380K
Independent Family Office, LLC 0.20% Add +20.4% 766 $379K
Kelman-Lazarov, Inc. 0.07% No change 764 $378K
JFS Wealth Advisors, LLC 0.03% Add +8.5% 763 $377K
Brooks, Moore & Associates, Inc. 0.24% Reduce -4.0% 762 $377K
Red Lighthouse Investment Management, LLC 0.15% Add +0.5% 761 $376K
waypoint wealth counsel 0.29% Add +3.8% 760 $376K
Reynders McVeigh Capital Management, LLC 0.02% Add +5.6% 760 $376K
D.B. Root & Company, LLC 0.13% New 760 $376K
Apella Capital, LLC 0.02% Reduce -13.1% 816 $375K
Davis Capital Management 0.33% Reduce -8.0% 766 $375K
Dentgroup LLC 0.31% Reduce -8.5% 757 $374K
Fi3 FINANCIAL ADVISORS, LLC 0.17% Reduce -18.0% 760 $374K
Clark Financial Services Group Inc. 0.45% Reduce -0.3% 757 $374K
Sustainable Insight Capital Management, LLC 0.27% Reduce -11.7% 756 $374K
LWM Advisory Services, LLC 0.30% Reduce -3.8% 751 $372K
First Dallas Securities Inc. 0.17% No change 750 $371K
Bangor Savings Bank 0.04% Reduce -37.7% 749 $371K
Brown Capital Management LLC 0.01% No change 748 $370K
Merriman Wealth Management, LLC 0.02% Reduce -35.9% 746 $369K
Emerald Advisors, LLC 0.07% Add +5.1% 744 $368K
Bank Ozk 0.16% Reduce -0.5% 741 $367K
Boston Research & Management Inc. 0.09% No change 740 $366K
Westshore Wealth, LLC 0.15% Add +0.1% 740 $366K
Williams & Novak, LLC 0.42% No change 694 $365K
Financial Planning & Information Services, Inc. 0.05% No change 738 $365K
Arbor Investment Advisors, LLC 0.05% Add +2.9% 738 $365K
Apriem Advisors 0.05% New 737 $365K
Rosenbaum Jay D. 2.11% No change 736 $364K
Shelton Wealth Management, LLC 0.23% Add +39.7% 736 $364K
Barnes Pettey Financial Advisors, LLC 0.31% Reduce -0.4% 735 $364K
Eubel Brady & Suttman Asset Management Inc. 0.05% Add +1.9% 733 $363K
Caitlin John, LLC 0.28% Add +0.1% 734 $363K
Paradigm, Strategies in Wealth Management, LLC 0.22% No change 733 $363K
Orion Capital Management LLC 0.19% Reduce -4.5% 729 $361K
Narus Financial Partners, LLC 0.15% No change 727 $360K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -0.4% 812 $359K
Signet Financial Management, LLC 0.05% Add +8.1% 725 $358K
Fortem Financial Group, LLC 0.16% Reduce -7.3% 724 $358K
Werba Rubin Papier Wealth Management 0.10% Add +7.3% 724 $358K
NDVR, Inc. 0.34% Add +3.1% 723 $358K
Exchange Bank 0.29% Reduce -1.6% 722 $357K
Bath Savings Trust Co 0.04% Add +1.8% 722 $357K
Watts Gwilliam & Co., LLC 0.11% — 695 $357K
Cornerstone Capital, Inc. 0.04% Reduce -23.0% 720 $356K
New World Advisors LLC 0.10% Reduce -3.8% 719 $356K
Destiny Wealth Partners, LLC 0.06% Reduce -0.6% 718 $355K
Marino, Stram & Associates LLC 0.08% No change 715 $354K
Monterey Private Wealth, Inc. 0.14% Add +0.8% 714 $353K
Omnia Family Wealth, LLC 0.17% Add +18.2% 713 $353K
Steel Grove Capital Advisors, LLC 0.05% New 711 $352K
Worth Asset Management, LLC 0.22% Reduce -83.5% 710 $351K
AlphaStar Capital Management, LLC 0.04% Reduce -11.4% 709 $351K
Newton One Investments LLC 0.15% Add +0.3% 709 $351K
Walkner Condon Financial Advisors LLC 0.07% Reduce -5.1% 709 $351K
Commonwealth Financial Services, LLC 0.08% No change 666 $351K
Element Pointe Advisors, LLC 0.09% Reduce -29.1% 708 $350K
Laffer Tengler Investments, Inc. 0.11% Add +35.2% 707 $350K
Creekmur Asset Management LLC 0.12% Add +11.9% 706 $349K
Syverson Strege & Co 0.13% Add +22.6% 706 $349K
Hazlett, Burt & Watson, Inc. 0.21% Reduce -6.3% 704 $349K
Indiana Trust & Investment Management Co 0.14% Reduce -5.4% 705 $349K
Cottonwood Capital Advisors, LLC 0.28% Reduce -6.5% 782 $348K
Cutter & CO Brokerage, Inc. 0.09% Reduce -41.6% 703 $348K
Bank of Marin 0.31% New 702 $347K
Paragon Capital Management LLC 0.19% No change 701 $347K
American Financial Advisors, LLC 0.05% No change 701 $347K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.06% New 700 $346K
Facet Wealth, Inc. 0.01% Reduce -14.5% 700 $346K
RTD Financial Advisors, Inc. 0.05% No change 699 $346K
Fermata Advisors, LLC 0.08% Add +50.6% 699 $346K
SFE Investment Counsel 0.08% New 698 $345K
Index Fund Advisors, Inc. 0.02% No change 697 $345K
Brogan Financial, Inc. 0.23% Add +76.8% 695 $344K
Cherrydale Wealth Management, LLC 0.16% Add +4.3% 695 $344K
Rise Advisors, LLC 0.18% Add +225.8% 694 $344K
KOM Wealth Management Group, LLC 0.34% Reduce -0.7% 694 $343K
Shilanski & Associates, Inc. 0.12% Add +1.5% 693 $343K
Family Firm, Inc. 0.08% Add +0.3% 693 $343K
Mizuho Markets Cayman LP 0.21% New 675 $343K
Strait & Sound Wealth Management LLC 0.19% Add +16.7% 774 $342K
Redwood Financial Network Corp 0.30% Reduce -4.2% 689 $341K
Hamilton Capital, LLC 0.03% Reduce -16.5% 688 $340K
4J Wealth Management LLC 0.29% No change 688 $340K
Seldon Capital LP 0.21% No change 687 $340K
Gallacher Capital Management LLC 0.17% Reduce -43.6% 686 $340K
Autumn Glory Partners, LLC 0.17% No change 685 $339K
Blueprint Investment Partners LLC 0.07% Reduce -81.5% 684 $338K
Burke & Herbert Bank & Trust Co. 0.25% Reduce -24.0% 684 $338K
CWS Financial Advisors, LLC 0.14% Reduce -19.1% 684 $338K
Baker Ellis Asset Management LLC 0.05% Reduce -13.8% 684 $338K
Woodstock Corp. 0.04% Reduce -12.8% 684 $338K
Crown Wealth Group, LLC 0.17% Add +4.6% 682 $337K
Alliance Wealth Advisors, LLC 0.21% Reduce -8.5% 681 $337K
1858 Wealth Management, LLC 0.32% No change 637 $335K
Rothschild Wealth LLC 0.12% — 676 $335K
Flaharty Asset Management, LLC 0.05% Reduce -0.9% 674 $333K
Landaas & Co. /Wi 0.11% Add +0.3% 671 $332K
Heartwood Wealth Advisors LLC 0.04% No change 669 $331K
Southeast Asset Advisors, LLC 0.04% No change 668 $331K
Quantum Portfolio Management LLC 0.19% New 667 $330K
Lansing Street Advisors 0.15% Add +3.9% 667 $330K
Yeomans Consulting Group, Inc. 0.14% Add +9.5% 666 $329K
DCM Advisors, LLC 0.14% Reduce -71.1% 665 $329K
Motive Wealth Advisors 0.20% Add +50.8% 665 $329K
Drake & Associates, LLC 0.12% Add +2.5% 665 $329K
Greatmark Investment Partners, Inc. 0.05% Reduce -4.2% 665 $329K
Custom Portfolio Group LLC 0.27% No change 664 $328K
Kinloch Capital, LLC 0.17% Reduce -2.9% 664 $328K
Verde Capital Management 0.11% New 662 $328K
Twin Focus Capital Partners, LLC 0.06% Add +51.5% 662 $327K
Disciplined Equity Management, Inc. 0.22% Reduce -70.7% 660 $327K
JGP Wealth Management, LLC 0.05% Add +9.3% 660 $327K
Intelligence Driven Advisers, LLC 0.05% Reduce -36.8% 659 $326K
Aspen Investment Management Inc 0.17% No change 658 $326K
Physician Wealth Advisors, Inc. 0.07% Add +74.6% 695 $326K
Von Berge Wealth Management Group, LLC 0.21% Add +8.1% 658 $325K
J.Safra Asset Management Corp 0.04% Add +29.9% 656 $325K
Invictus Private Wealth, LLC 0.03% Reduce -10.3% 656 $325K
Sittner & Nelson, LLC 0.16% No change 655 $324K
Verity & Verity, LLC 0.04% Add +7.2% 653 $323K
Wetzel Investment Advisors, Inc. 0.19% Add +2.8% 655 $323K
Tempus Wealth Planning, LLC 0.14% Add +47.9% 652 $322K
Howard Wealth Management, LLC 0.26% Add +0.9% 650 $322K
Peddock Capital Advisors, LLC 0.08% No change 649 $321K
Evanson Asset Management, LLC 0.02% No change 648 $321K
LBMC Investment Advisors, LLC 0.03% No change 647 $320K
Ironsides Asset Advisors, LLC 0.11% Add +2.5% 646 $320K
M. Kraus & Co 0.10% No change 645 $319K
BlackDiamond Wealth Management, LLC 0.23% Reduce -17.5% 641 $317K
MBA Advisors LLC 0.16% No change 641 $317K
Osterweis Capital Management Inc. 0.02% Reduce -17.3% 641 $317K
Wayfinding Financial, LLC 0.19% Reduce -22.6% 629 $317K
Concentric Wealth Management, LLC 0.08% Add +28.0% 640 $317K
Custos Family Office, LLC 0.16% Reduce -3.5% 637 $315K
Legacy PCG, LLC 0.20% No change 637 $315K
BIP Wealth, LLC 0.02% Add +2.6% 637 $315K
One Plus One Wealth Management, LLC 0.18% No change 636 $315K
Halbert Hargrove Global Advisors, LLC 0.02% Add +4.1% 632 $313K
Wealth Dimensions Group, Ltd. 0.09% Reduce -9.7% 632 $313K
Covestor Ltd 0.20% Add +19.1% 630 $312K
Edgemoor Investment Advisors, Inc. 0.03% Reduce -3.1% 630 $312K
Dash Acquisitions Inc. 0.10% Add +4.3% 650 $311K
Dogwood Wealth Management LLC 0.21% Add +20.5% 629 $311K
Northstar Group, Inc. 0.06% No change 629 $311K
Stephenson & Company, Inc. 0.23% Reduce -0.6% 629 $311K
Willis Johnson & Associates, Inc. 0.03% Add +17.1% 629 $311K
Cypress Financial Planning LLC 0.14% New 628 $311K
V2 Financial group LLC 0.21% Add +55.3% 626 $310K
Aufman Associates Inc 0.22% No change 625 $309K
Endowment Wealth Management, Inc. 0.23% Reduce -0.5% 625 $309K
Lakeshore Financial Planning, Inc. 0.16% No change 622 $308K
Xcel Wealth Management, LLC 0.10% Reduce -11.9% 622 $308K
Bridge Advisory, LLC 0.15% Add +13.9% 621 $307K
Citizens & Northern Corp. 0.10% Reduce -2.7% 621 $307K
Tactive Advisors, LLC 0.16% Reduce -4.2% 621 $307K
Seed Wealth Management, Inc. 0.29% No change 627 $307K
Crumly & Associates Inc. 0.08% Reduce -1.6% 620 $307K
Frazier Financial Advisors, LLC 0.25% Reduce -7.6% 620 $307K
Private Client Services, LLC 0.21% Reduce -3.6% 619 $306K
Swisher Financial Concepts, Inc. 0.27% Reduce -3.1% 683 $306K
Avity Investment Management Inc. 0.03% No change 618 $306K
LVZ, Inc. 0.04% Reduce -39.6% 618 $305K
Security Financial Services, INC. 0.07% Add +10.6% 617 $305K
IMZ Advisory Inc 0.16% Reduce -2.4% 617 $305K
Maverick Capital 0.01% New 616 $305K
Olistico Wealth, LLC 0.22% Reduce -0.5% 615 $304K
Inceptionr LLC 0.08% Reduce -10.1% 615 $304K
West Bancorporation Inc. 0.20% Reduce -5.0% 614 $304K
Range Financial Group LLC 0.16% Add +9.9% 613 $303K
Embree Financial Group 0.06% Add +12.1% 613 $303K
Oldfather Financial Services, LLC 0.12% Reduce -60.9% 612 $303K
Merrion Investment Management Co, LLC 0.22% No change 611 $302K
Brave Warrior Advisors 0.01% No change 610 $302K
Mengis Capital Management, Inc. 0.05% New 609 $301K
SJS Investment Consulting Inc. 0.06% Add +31.0% 608 $301K
Vista Capital Partners, Inc. 0.04% Reduce -3.3% 607 $300K
LaSalle St. Investment Advisors, LLC 0.17% No change 574 $299K
CJM Wealth Advisers, Ltd. 0.11% Reduce -1.0% 604 $299K
Atticus Wealth Management, LLC 0.10% Add +71.8% 603 $299K
Kohmann Bosshard Financial Services, LLC 0.04% No change 600 $297K
Winch Advisory Services, LLC 0.09% Add +29.6% 599 $296K
Talisman Wealth Advisors LLC 0.37% No change 598 $296K
Provenance Wealth Advisors, LLC 0.04% Reduce -2.5% 597 $295K
Sharkey, Howes & Javer 0.05% Add +5.8% 597 $295K
Towne Trust Company, N.A 0.11% No change 595 $294K
Weaver Consulting Group 0.11% Add +4.6% 593 $293K
Elevatus Welath Management 0.12% Reduce -1.8% 592 $293K
One Charles Private Wealth Services, LLC 0.13% Add +1.4% 592 $293K
Lodestar Private Asset Management LLC 0.04% Reduce -18.1% 591 $292K
Zhang Financial LLC 0.02% Add +27.4% 590 $292K
Union Savings Bank 0.15% No change 588 $291K
Alterna Wealth Management, Inc. 0.24% New 587 $290K
Wealthcare Capital Management LLC 0.03% Reduce -3.3% 585 $289K
Harvest Fund Management Co., Ltd 0.03% Reduce -73.9% 585 $289K
Stonehearth Capital Management, LLC 0.13% Add +10.2% 584 $289K
Meridian Financial Advisors, LLC 0.22% No change 583 $288K
Forza Wealth Management, LLC 0.15% Reduce -30.8% 583 $288K
Probity Advisors, Inc. 0.06% No change 583 $288K
Indie Asset Partners, LLC 0.25% Add +2.9% 574 $284K
Coordinated Financial Services, Inc. 0.25% — 571 $283K
Curran Financial Partners, LLC 0.10% No change 570 $282K
Compass Ion Advisors, LLC 0.04% Reduce -3.2% 569 $282K
QCM Cayman, Ltd. 3.79% New 569 $281K
Hibernia Wealth Partners, LLC 0.19% Reduce -1.6% 568 $281K
Standard Family Office LLC 0.38% New 567 $280K
EPG Wealth Management LLC 0.07% Reduce -8.1% 565 $280K
Farmers & Merchants Trust Co of Chambersburg PA 0.11% Reduce -10.2% 563 $279K
Tyler-Stone Wealth Management 0.12% Reduce -12.3% 563 $278K
OMNI 360 Wealth, Inc. 0.23% New 561 $278K
Voisard Asset Management Group, Inc. 0.16% Reduce -15.1% 561 $278K
Lakewood Asset Management LLC 0.19% Add +0.2% 560 $277K
Pacific Global Investment Management Co. 0.05% Reduce -1.2% 560 $277K
Legacy Financial Strategies, LLC 0.07% New 559 $277K
Consilio Wealth Advisors, LLC 0.13% Reduce -21.0% 557 $275K
Blue Barn Wealth, LLC 0.15% Reduce -16.8% 556 $275K
Summit Financial Group, Inc. 0.10% No change 556 $275K
McIlrath & Eck, LLC 0.04% Add +2.2% 554 $274K
NorthStar Asset Management LLC 0.21% Add +0.2% 553 $274K
Paces Ferry Wealth Advisors, LLC 0.18% Reduce -1.4% 553 $274K
Barry Investment Advisors, LLC 0.09% Add +0.2% 552 $273K
Oakwell Private Wealth Management, LLC 0.08% Reduce -0.9% 551 $273K
G2 Capital Management, LLC / Oh 0.09% Add +0.4% 551 $272K
Mainsail Asset Management, LLC 0.22% No change 550 $272K
Peninsula Wealth, LLC 0.05% Reduce -10.9% 549 $271K
Kaizen Financial Strategies 0.18% Reduce -9.4% 549 $271K
GSG Advisors LLC 0.10% Reduce -27.6% 589 $271K
Diligent Investors, LLC 0.07% Add +21.3% 547 $271K
Skyline Advisors, Inc. 0.12% Reduce -16.7% 547 $271K
Mystic Asset Management, Inc. 0.11% Add +23.8% 547 $271K
Integris Wealth Management, LLC 0.07% Reduce -10.8% 547 $271K
WealthPLAN Partners, LLC 0.03% Reduce -19.4% 546 $270K
Laurel Wealth Planning LLC 0.18% No change 545 $270K
KLR Investment Advisors, LLC 0.20% Reduce -31.6% 549 $270K
Blue Investment Partners LLC 0.14% No change 545 $270K
First Citizens Financial Corp 0.16% Add +3.6% 544 $269K
United Bank 0.03% Add +1.1% 543 $269K
Cambridge Financial Group, LLC 0.13% Reduce -15.8% 543 $268K
Acima Private Wealth, LLC 0.10% Reduce -3.6% 538 $266K
Golden Road Advisors LLC 0.22% Reduce -7.3% 536 $265K
Smith Shellnut Wilson LLC 0.14% No change 536 $265K
Vantage Consulting Group Inc 0.17% Add +17.4% 534 $264K
Palisade Capital Management, LP 0.01% Reduce -4.5% 533 $264K
Clarity Wealth Advisors, LLC 0.09% Add +0.8% 532 $263K
Crew Capital Management, Ltd 0.21% New 531 $263K
First Personal Financial Services 0.06% Reduce -11.1% 530 $262K
Verity Asset Management, Inc. 0.15% Add +0.2% 529 $262K
Strategic Financial Concepts, LLC 0.06% New 528 $261K
Elite Life Management LLC 1.28% Add +1.9% 528 $261K
Focused Wealth Management, Inc 0.04% Add +2.3% 527 $260K
Rollins Financial Advisors, LLC 0.05% New 527 $260K
Team Financial Group, LLC 0.18% Reduce -9.0% 526 $260K
LifeSteps Financial, Inc. 0.20% No change 526 $260K
Corton Capital Inc. 0.10% Reduce -40.8% 526 $260K
Kuhn & Co Investment Counsel 0.24% Reduce -74.3% 525 $260K
Sentry LLC 0.05% Reduce -0.2% 525 $260K
Aft, Forsyth & Company, Inc. 0.15% Reduce -34.4% 524 $259K
MN Wealth Advisors, LLC 0.16% Reduce -10.8% 523 $259K
Houlihan Financial Resource Group, Ltd. 0.12% New 524 $259K
Matrix Private Capital Group LLC 0.18% Reduce -4.6% 523 $259K
Delta Investment Management, LLC 0.06% Add +22.5% 522 $258K
Investment Advisory Group, LLC 0.11% Add +14.7% 522 $258K
Legacies Wealth LLC 0.23% No change 518 $256K
Forthright Family Wealth Advisory LLC 0.17% Add +2.0% 518 $256K
Pavion Blue Capital, LLC 0.13% Reduce -1.1% 518 $256K
Azzad Asset Management Inc. 0.03% No change 518 $256K
Centennial Wealth Advisory LLC 0.12% Add +27.4% 516 $255K
Woodward Diversified Capital, LLC 0.16% Add +32.3% 516 $255K
Clay Northam Wealth Management, LLC 0.21% No change 515 $255K
RW Investment Management LLC 0.04% Reduce -22.6% 515 $255K
Foundry Partners, LLC 0.01% Reduce -5.5% 515 $255K
Balefire, LLC 0.09% Reduce -9.2% 514 $254K
NovaPoint Capital, LLC 0.09% Reduce -17.2% 514 $254K
AJ Advisors, LLC 0.14% Reduce -18.7% 513 $254K
Fortis Advisors, LLC 0.17% Reduce -16.3% 513 $254K
Versant Capital Management, Inc 0.07% Reduce -11.6% 512 $253K
Saxony Capital Management, LLC 0.31% Reduce -39.1% 512 $253K
Tobias Financial Advisors, Inc. 0.06% New 511 $253K
Grey Ledge Advisors, LLC 0.07% Reduce -3.2% 510 $253K
Crestone Asset Management LLC 0.05% Add +8.3% 510 $252K
High Probability Advisors, LLC 0.05% No change 509 $252K
CapWealth Advisors, LLC 0.03% No change 509 $252K
Kwmg, LLC 0.03% Reduce -1.6% 508 $251K
Oliver Luxxe Assets LLC 0.05% Reduce -2.5% 507 $251K
TrueWealth Advisors, LLC 0.10% Reduce -41.2% 506 $251K
Taylor Financial Group, Inc. 0.19% No change 505 $250K
Bell Investment Advisors, Inc 0.05% Reduce -4.0% 504 $249K
Select Asset Management & Trust 0.10% Reduce -1.2% 504 $249K
Wharton Business Group, LLC 0.01% No change 504 $249K
McAdam, LLC 0.02% New 503 $249K
MAS Advisors LLC 0.29% No change 503 $249K
NWF Advisory Services Inc. 0.04% Add +5.2% 503 $249K
Tortoise Investment Management, LLC 0.03% Add +4.1% 503 $249K
SYM FINANCIAL Corp 0.04% Reduce -13.5% 501 $248K
Credit Capital Investments LLC 0.31% New 500 $247K
EHP Funds Inc. 0.17% New 500 $247K
Samjo Management, LLC 0.09% No change 500 $247K
NJ State Employees Deferred Compensation Plan 0.03% No change 500 $247K
BBR Partners, LLC 0.02% Reduce -21.8% 500 $247K
Financial Partners Group, Inc 0.04% Add +2.3% 498 $246K
CSM Advisors, LLC 0.02% No change 498 $246K
Agate Pass Investment Management, LLC 0.13% Add +25.2% 497 $246K
Willow Creek Wealth Management Inc. 0.03% Add +1.2% 494 $244K
Eaton-Cambridge Inc. 0.13% Reduce -10.9% 491 $243K
Orgel Wealth Management, LLC 0.01% Reduce -15.9% 490 $242K
Axiom Financial Strategies, LLC 0.15% Reduce -0.4% 490 $242K
Bantamac Capital, LLC 0.14% No change 490 $242K
Deerfield Management Company, L.P. 0.00% New 490 $242K
Lakeridge Wealth Management LLC 0.16% Add +1.2% 489 $242K
Intrepid Capital Management Inc. 0.16% Add +9.7% 488 $241K
N.E.W. Advisory Services LLC 0.03% Add +0.2% 488 $241K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -0.6% 487 $241K
Sachetta, LLC 0.11% No change 456 $240K
Charles Schwab Investment Advisory, Inc. 0.00% Add +17.5% 484 $240K
Breed's Hill Capital LLC 0.22% Reduce -4.2% 484 $239K
Revisor Wealth Management LLC 0.11% Add +4.9% 469 $239K
Ariston Services Group 0.23% No change 483 $239K
Affinity Capital Advisors, LLC 0.05% Reduce -7.5% 482 $238K
Cohen & Steers, Inc. 0.00% No change 482 $238K
Hollow Brook Wealth Management LLC 0.09% No change 478 $236K
Fortis Capital Advisors, LLC 0.10% New 477 $236K
Graham Capital Management, L.P. 0.01% Reduce -90.5% 477 $236K
Well Done, LLC 0.05% New 475 $235K
Colton Groome Financial Advisors, LLC 0.09% Reduce -23.5% 472 $233K
LCNB Corp. 0.08% Reduce -1.7% 472 $233K
Trilogy Capital Inc. 0.01% New 471 $233K
Gray Private Wealth, LLC 0.15% — 471 $233K
AJOVista, LLC 0.63% Add +0.4% 471 $233K
Sage Private Wealth Group, LLC 0.19% New 471 $233K
Hillman Capital Management, Inc. 0.07% Reduce -29.8% 471 $233K
Windward Capital Management Co. 0.02% New 471 $233K
CM Wealth Advisors LLC 0.07% New 465 $233K
Carroll Investors, Inc 0.17% No change 469 $232K
Private Capital Management, LLC 0.03% Reduce -17.8% 467 $231K
Briaud Financial Planning Inc 0.13% New 466 $231K
Wick Capital Partners, LLC 0.22% No change 465 $230K
Roth Financial Partners LLC 0.10% No change 462 $229K
Capital Advisors Wealth Management, LLC 0.05% Reduce -75.6% 462 $229K
Cosner Financial Group, LLC 0.16% Add +0.4% 462 $228K
Manchester Financial Inc. 0.06% Add +3.6% 461 $228K
Gilbert & Cook, Inc. 0.03% Reduce -1.9% 460 $228K
International Private Wealth Advisors LLC 0.44% Add +20.4% 460 $228K
McNaughton Wealth Management, LLC 0.13% Add +1.6% 460 $228K
Keyes, Stange & Wooten Wealth Management, LLC 0.20% Reduce -0.7% 460 $228K
Francis Financial, Inc. 0.07% Add +1.1% 460 $228K
Phocas Financial Corp. 0.03% No change 460 $228K
Jacobs & Co. 0.02% No change 459 $227K
Lane & Associates LLC 0.14% Reduce -2.4% 458 $227K
Massachusetts Wealth Management 0.16% Reduce -35.4% 457 $226K
Legacy Financial Group, Inc. 0.09% Reduce -0.4% 457 $226K
Old Mission Investment Co LLC 0.08% Add +11.0% 455 $225K
Aberdeen Wealth Management LLC 0.13% No change 455 $225K
Planning Capital Management Corp 0.16% Reduce -11.7% 454 $225K
First International Bank & Trust 0.08% Add +3.0% 454 $225K
jvl associates llc 0.09% Add +3.9% 452 $224K
Wellington Shields & Co., LLC 0.07% Reduce -26.9% 452 $224K
Acorn Financial Advisory Services Inc. 0.04% Reduce -1.1% 452 $224K
Financial Management Network Inc. 0.06% New 491 $223K
Raffa Wealth Management, LLC 0.07% Reduce -1.5% 451 $223K
Purus Wealth Management, LLC 0.11% No change 450 $223K
Portman Square Capital LLP 0.23% New 449 $222K
Financial Avengers, Inc. 0.12% Reduce -10.1% 453 $222K
Pacific Center for Financial Services 0.06% No change 445 $220K
Cora Capital Advisors LLC 0.12% Reduce -3.7% 445 $220K
LPWM LLC 0.08% No change 489 $220K
Capital Investment Services of America, Inc. 0.02% Reduce -28.6% 444 $220K
Roberts Financial Services LLC 0.04% No change 442 $219K
Triton Wealth Management, PLLC 0.15% New 452 $218K
Academy Capital Management 0.04% Add +2.1% 441 $218K
Thrive Capital Management, LLC 0.12% Reduce -21.0% 441 $218K
Southern Capital Advisors, LLC 0.13% Add +3.3% 440 $218K
Kraft Asset Management, LLC 0.18% Reduce -3.9% 440 $218K
Summitry LLC 0.01% New 439 $217K
WESPAC Advisors, LLC 0.13% Reduce -20.8% 439 $217K
WBH Advisory Inc. 0.02% Add +12.0% 438 $217K
Mb, Levis & Associates, LLC 0.12% No change 435 $215K
Ratio Wealth Group 0.04% Reduce -6.5% 435 $215K
Coerente Capital Management 0.04% No change 435 $215K
CBIZ Investment Advisory Services, LLC 0.01% New 434 $215K
Hutner Capital Management Inc. 0.12% No change 432 $214K
Alkeme Wealth, LLC 0.10% No change 469 $214K
Destination Wealth Management 0.01% New 432 $214K
Jackson Thornton Wealth Management, LLC 0.04% Reduce -7.5% 431 $213K
Laurel Wealth Advisors LLC 0.04% Reduce -0.7% 429 $212K
Key Client Fiduciary Advisors, LLC 0.11% New 429 $212K
Mayfair Advisory Group, LLC 0.15% New 428 $212K
TriaGen Wealth Management LLC 0.09% No change 428 $212K
Fort, L.P. 0.53% Reduce -4.7% 427 $211K
Almanack Investment Partners, LLC. 0.04% Reduce -9.6% 426 $211K
Retirement Planning Co of New England, Inc. 0.12% Reduce -6.2% 425 $210K
Capasso Planning Partners LLC 0.09% Reduce -2.8% 425 $210K
Barr E S & Co. 0.01% Reduce -10.6% 424 $210K
MinichMacGregor Wealth Management, LLC 0.05% Add +1.9% 428 $210K
Midwest Professional Planners, LTD. 0.07% New 424 $210K
Wealthquest Corp 0.02% No change 424 $210K
Advisory Resource Group 0.05% New 423 $209K
Schorn Wealth LLC 0.08% Reduce -11.6% 421 $208K
Partners in Financial Planning 0.05% Add +5.3% 421 $208K
GEM Asset Management, LLC 0.14% No change 434 $208K
AlphaCore Capital LLC 0.06% New 420 $208K
BLB&B Advisors, LLC 0.01% Reduce -26.0% 419 $207K
McClarren Financial Advisors, Inc. 0.15% Add +164.6% 942 $207K
Headinvest, LLC 0.04% Reduce -4.6% 418 $207K
Summit Asset Management, LLC 0.02% No change 418 $207K
Obsidian Cio, LLC 0.05% New 417 $206K
25 LLC 0.10% Add +6.9% 417 $206K
Dark Forest Capital Management LP 0.03% New 415 $205K
Pinnacle Wealth Management Group, Inc. 0.15% No change 415 $205K
Hanson & Doremus Investment Management 0.04% Reduce -0.5% 414 $205K
Accel Wealth Management 0.09% Reduce -0.2% 414 $205K
O'Brien Greene & Co. Inc 0.07% No change 414 $205K
TFC Financial Management, Inc. 0.04% Reduce -1.0% 413 $204K
Meritas Wealth Management, LLC 0.14% Reduce -1.4% 413 $204K
Lifestyle Asset Management, Inc. 0.12% Reduce -8.0% 413 $204K
Country Trust Bank 0.01% Reduce -0.7% 413 $204K
XTX Topco Ltd 0.03% Reduce -87.8% 411 $203K
Phillips Financial Management, LLC 0.02% New 410 $203K
Wells Trecaso Financial Group, LLC 0.07% New 409 $202K
Peak Planning Group, LLC 0.13% New 408 $202K
Foundation Wealth Management, LLC 0.16% Reduce -1.9% 408 $202K
Independent Wealth Network Inc. 0.09% Reduce -10.3% 408 $202K
apricus wealth, LLC 0.14% Reduce -5.8% 407 $201K
Sage Investment Advisers LLC 0.23% No change 407 $201K
Connors Investor Services Inc. 0.02% New 407 $201K
Beam Wealth Advisors, Inc. 0.12% Reduce -16.3% 406 $201K
Trust Co. of Oklahoma 0.07% Reduce -28.5% 406 $201K
Rareview Capital LLC 0.20% No change 406 $201K
RAM Investment Partners, LLC 0.06% New 405 $200K
Vima LLC 0.22% Add +40.3% 411 $194K
Keener Financial Planning LLC 0.13% Add +10.9% 388 $192K
Pin Oak Investment Advisors Inc. 0.18% No change 386 $191K
Emerald Mutual Fund Advisers Trust 0.01% Reduce -23.4% 383 $189K
Cornerstone Planning Group LLC 0.06% Reduce -11.8% 382 $188K
Northwest Investment Counselors, LLC 0.05% New 378 $187K
Old Second National Bank of Aurora 0.05% No change 378 $187K
Pingora Partners LLC 0.14% Add +87.5% 375 $186K
Private Wealth Management Group, LLC 0.08% Reduce -6.0% 374 $185K
Wolff Wiese Magana LLC 0.16% Reduce -0.3% 367 $182K
Founders Capital Management 0.12% Reduce -3.2% 365 $181K
Financial Freedom, LLC 0.11% Add +0.3% 364 $180K
Addison Advisors LLC 0.06% Reduce -2.9% 363 $180K
Trust Co 0.02% Reduce -57.7% 361 $179K
FSC Wealth Advisors, LLC 0.12% No change 351 $174K
Psagot Value Holdings Ltd. / (Israel) 1.56% Reduce -69.8% 348 $172K
Tsfg, LLC 0.04% Add +17.1% 349 $172K
HighMark Wealth Management LLC 0.11% Add +3.8% 332 $170K
Dakota Community Bank & Trust NA 0.92% Reduce -2.6% 343 $170K
Stone House Investment Management, LLC 0.04% Add +7.3% 338 $167K
Mendota Financial Group, LLC 0.10% Reduce -49.2% 335 $166K
Boyd Watterson Asset Management LLC 0.06% No change 331 $164K
Virtus Investment Advisers, LLC 0.12% Reduce -26.0% 324 $160K
First Community Trust NA 0.15% Reduce -1.8% 320 $158K
Aspect Partners, LLC 0.12% No change 319 $158K
Accordant Advisory Group Inc 0.12% — 314 $155K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 312 $154K
Dunhill Financial, LLC 0.11% Add +4.5% 303 $150K
Abound Wealth Management 0.06% Reduce -2.6% 303 $150K
Your Advocates Ltd., LLP 0.06% No change 298 $147K
Natixis Investment Managers International 0.01% No change 297 $147K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -6.1% 292 $145K
Naples Money Management LLC 0.14% Reduce -0.7% 286 $141K
Cutler Group LLC / CA 0.07% Reduce -80.3% 283 $140K
Register Financial Advisors LLC 0.07% Reduce -58.2% 279 $138K
Beacon Capital Management, LLC 0.03% Add +30.9% 275 $136K
Blume Capital Management, Inc. 0.03% No change 275 $136K
FSA Wealth Management LLC 0.06% No change 274 $136K
Tradewinds Capital Management, LLC 0.04% Add +14.3% 272 $135K
WFA Asset Management Corp 0.07% Add +44.0% 265 $131K
TD Capital Management LLC 0.01% Add +6.0% 263 $130K
First PREMIER Bank 0.03% No change 256 $127K
PSI Advisors, LLC 0.05% Reduce -1.9% 254 $126K
Rowlandmiller & Partners.adv 0.03% No change 245 $121K
Delta Asset Management LLC 0.01% No change 234 $116K
Bear Mountain Capital, Inc. 0.05% No change 240 $115K
Canton Hathaway, LLC 0.03% No change 230 $114K
Scarborough Advisors, LLC 0.05% No change 228 $113K
Moisand Fitzgerald Tamayo, LLC 0.02% Reduce -1.8% 224 $111K
Maj Invest Holding A/S 0.00% No change 222 $110K
Riggs Asset Managment Co. Inc. 0.03% Reduce -10.2% 220 $109K
Fortitude Family Office, LLC 0.07% Reduce -14.4% 219 $108K
Cassady Schiller Wealth Management, LLC 0.05% No change 219 $108K
Fairman Group, LLC 0.10% Reduce -42.4% 217 $107K
Mine & Arao Wealth Creation & Management, LLC. 0.05% Add +2.8% 217 $107K
Compass Wealth Management LLC 0.03% Reduce -18.4% 217 $107K
Financial Connections Group, Inc. 0.12% Add +6.4% 215 $107K
Grayhawk Investment Strategies Inc. 0.09% Add +21.4% 210 $104K
Activest Wealth Management 0.05% Reduce -3.2% 210 $104K
Slocum, Gordon & Co LLP 0.07% No change 200 $99K
CKW Financial Group 0.01% Add +14.3% 200 $98K
Hoese & Co LLP 0.09% No change 198 $98K
Ransom Advisory, Ltd 0.05% — 197 $97K
Core Wealth Advisors, Inc. 0.03% Reduce -95.6% 196 $97K
Avion Wealth 0.03% Reduce -13.5% 192 $96K
Pineridge Advisors LLC 0.03% Reduce -49.2% 194 $96K
USA Financial Formulas 0.02% Add +16.9% 194 $96K
Pension & Wealth Management Advisors, Inc. 0.06% Add +19.9% 187 $93K
Wiser Advisor Group LLC 0.14% No change 177 $88K
Mowery & Schoenfeld Wealth Management, LLC 0.17% Add +935.3% 176 $87K
Valued Wealth Advisors LLC 0.06% Add +0.6% 174 $86K
Jackson Square Partners, LLC 0.00% Add +94.3% 171 $85K
Coston, McIsaac & Partners 0.03% No change 169 $84K
Dynamic Wealth Strategies, LLC 0.07% Add +9.1% 168 $83K
Retirement Group, LLC 0.03% Add +21.6% 163 $81K
Front Row Advisors LLC 0.03% Add +67.7% 161 $80K
Bay Harbor Wealth Management, LLC 0.03% No change 161 $80K
Creative Capital Management Investments LLC 0.04% No change 160 $79K
Kiely Wealth Advisory Group, Inc. 0.04% No change 160 $79K
Gleason Group, Inc. 0.02% Add +0.6% 158 $78K
Oliver Lagore Vanvalin Investment Group 0.02% Reduce -26.6% 157 $78K
WealthCollab, LLC 0.06% No change 152 $75K
ORG Partners LLC 0.14% Reduce -92.4% 152 $75K
EntryPoint Capital, LLC 0.07% New 151 $75K
Northwest Capital Management Inc 0.02% No change 150 $74K
Roble, Belko & Company, Inc 0.01% No change 146 $72K
Halpern Financial, Inc. 0.02% Reduce -18.9% 150 $69K
Legend Financial Advisors, Inc. 0.05% Add +44.1% 134 $66K
Beaird Harris Wealth Management, LLC 0.01% Reduce -20.0% 132 $65K
IAG Wealth Partners, LLC 0.01% Reduce -16.0% 131 $65K
Guardian Wealth Management, Inc. 0.05% Add +0.8% 129 $64K
Norwood Financial Corp 0.09% Reduce -3.0% 128 $63K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -8.0% 127 $63K
West Oak Capital, LLC 0.03% No change 125 $62K
JTC Employer Solutions Trustee Ltd 0.00% No change 126 $62K
DHJJ Financial Advisors, Ltd. 0.03% No change 125 $62K
Bellevue Asset Management, LLC 0.03% No change 122 $60K
Tanglewood Legacy Advisors, LLC 0.03% No change 122 $60K
Annapolis Financial Services, LLC 0.02% Add +57.9% 120 $59K
Ogorek Anthony Joseph /NY/ 0.02% No change 121 $59K
Financial Synergies Wealth Advisors, Inc. 0.01% No change 117 $58K
Mma Asset Management LLC 0.03% New 117 $58K
Redmont Wealth Advisors LLC 0.08% New 115 $57K
Lowe Wealth Advisors, LLC 0.03% No change 112 $56K
Horizons Wealth Management 0.03% No change 100 $53K
Carmichael Hill & Associates, Inc. 0.02% Reduce -43.0% 106 $52K
Solstein Capital, LLC 0.04% No change 104 $51K
Pacific Capital Wealth Advisors, Inc. 0.01% Add +4.0% 104 $51K
Koesten, Hirschmann & Crabtree, INC. 0.03% New 100 $49K
Evergreen Private Wealth LLC 0.02% No change 100 $49K
Glass Jacobson Investment Advisors llc 0.02% Reduce -33.8% 94 $47K
FWL Investment Management, LLC 0.03% Reduce -30.3% 92 $46K
PFG Private Wealth Management, LLC 0.03% No change 91 $45K
Clear Investment Research, LLC 0.06% Reduce -10.9% 90 $45K
Investors Research Corp 0.01% No change 89 $44K
Kelly Financial Services LLC 0.02% Add +7.4% 87 $43K
Godsey & Gibb, Inc. 0.00% Add +244.0% 86 $43K
Bromfield Sneider Wealth Advisors 0.03% No change 83 $41K
Cedar Mountain Advisors, LLC 0.01% No change 83 $41K
Capula Management Ltd 0.00% New 83 $41K
Providence Capital Advisors, LLC 0.01% No change 81 $40K
Tucker Asset Management LLC 0.01% Reduce -4.8% 80 $40K
Evolution Advisers, Inc. 0.02% Reduce -1.3% 75 $38K
Ruedi Wealth Management, Inc. 0.02% Add +58.3% 76 $38K
Transcendent Capital Group LLC 0.02% No change 76 $38K
Red Tortoise LLC 0.02% Add +45.1% 74 $36K
Main Street Group, LTD 0.02% Add +242.9% 72 $36K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 71 $35K
Syntax Research, Inc. 0.03% No change 67 $33K
O'Brien Wealth Partners LLC 0.01% Reduce -17.9% 64 $32K
Foster Dykema Cabot & Partners, LLC 0.00% Add +204.8% 64 $32K
Stuart Chaussee & Associates, Inc. 0.01% Reduce -37.8% 61 $30K
Delos Wealth Advisors, LLC 0.03% Add +757.1% 60 $30K
Cranbrook Wealth Management, LLC 0.01% No change 60 $30K
REAP Financial Group, LLC 0.01% Add +18.0% 59 $29K
TFO Wealth Partners, LLC 0.01% Reduce -9.2% 59 $29K
DecisionPoint Financial, LLC 0.01% No change 57 $28K
Knott David M Jr 0.01% No change 57 $28K
CGC Financial Services, LLC 0.01% No change 55 $27K
Pflug Koory, LLC 0.00% No change 52 $26K
Chelsea Counsel Co. 0.01% No change 50 $25K
True Wealth Design, LLC 0.01% Reduce -13.8% 50 $25K
Pacifica Partners Inc. 0.01% No change 49 $24K
Westend Capital Management, LLC 0.01% — 48 $24K
Signature Resources Capital Management, LLC 0.02% No change 45 $24K
Lummis Asset Management, LP 0.03% No change 46 $23K
NCP Inc. 0.02% — 46 $22K
MidAtlantic Capital Management, Inc. 0.02% No change 45 $22K
Tacita Capital Inc 0.01% Reduce -27.6% 42 $21K
Robbins Farley 0.01% Reduce -20.0% 40 $20K
Highline Wealth Partners LLC 0.01% No change 36 $18K
IFS Advisors, LLC 0.01% No change 33 $17K
TruNorth Capital Management, LLC 0.01% — 32 $16K
Quarry LP 0.01% Add +833.3% 28 $14K
SRH Advisors, LLC 0.00% Add +55.6% 28 $14K
JDM Financial Group LLC 0.01% No change 26 $13K
Financial Gravity Asset Management, Inc. 0.00% Reduce -61.3% 24 $13K
Emfo, LLC 0.01% No change 25 $12K
Advantage Trust Co 0.01% No change 25 $12K
Chesapeake Asset Management LLC 0.01% Reduce -81.3% 24 $12K
Morgan Dempsey Capital Management LLC 0.00% No change 24 $12K
Frank, Rimerman Advisors LLC 0.00% No change 24 $12K
Spire Wealth Management 0.00% Add +9.1% 24 $12K
Wormser Freres Gestion 0.01% Reduce -21.9% 25 $12K
Distillate Capital Partners LLC 1.91% No change 23 $11K
Global Wealth Strategies & Associates 0.00% No change 21 $10K
4Thought Financial Group Inc. 0.01% No change 20 $10K
Stephens Consulting, LLC 0.00% No change 20 $10K
Goodman Advisory Group, LLC 0.00% No change 18 $9K
Christopher J. Hasenberg, Inc 0.00% New 17 $8K
Kathleen S. Wright Associates Inc. 0.00% No change 17 $8K
C M Bidwell & Associates Ltd. 0.01% Reduce -95.8% 16 $8K
Longfellow Investment Management Co. LLC 0.00% No change 16 $8K
PayPay Securities Corp 0.30% Add +9.1% 12 $6K
Cedar Wealth Management, LLC 0.00% Add +100.0% 12 $6K
FPC Investment Advisory, Inc. 0.01% — 11 $5K
VitalStone Financial, LLC 0.00% Reduce -79.6% 10 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 10 $5K
Tributary Capital Management, LLC 0.00% New 9 $4K
Dixon Mitchell Investment Counsel Inc. 0.00% New 9 $4K
Gold Investment Management Ltd. 0.00% Add +166.7% 8 $4K
Carolina Wealth Advisors, LLC 0.00% Reduce -73.3% 8 $4K
Macroview Investment Management LLC 0.00% No change 7 $4K
HBC Financial Services, PLLC 0.00% No change 8 $3K
Sanctuary Wealth Management, L.L.C. 0.00% No change 6 $3K
POM Investment Strategies, LLC 0.00% No change 6 $3K
Abich Financial Wealth Management LLC 0.00% Reduce -25.0% 6 $3K
Breakwater Investment Management 0.00% — 3 $1K
Impact Partnership Wealth, LLC 0.00% Reduce -85.0% 3 $1K
NewSquare Capital LLC 0.00% No change 3 $1K

"% of holder's portfolio" is UNH's weight in each manager's 13F, not the share of Unitedhealth Group Inc. the manager owns.