Unitedhealth GroupUNH

13F holders, Q2 2024 (June 30)
3,403holders +21
159new positions
147sold out
21famous investors
$508.83avg. 13F price*

At the end of Q2 2024, 3,403 institutions reported holding Unitedhealth Group Inc. (UNH) in their 13F filings, up 21 from Q1 2024. 159 opened new positions and 147 sold out. The largest holders were Vanguard Group Inc. ($42.8B), BlackRock Inc. ($37.4B) and State Street Corp. ($22.9B). 21 famous investors held it, including Chase Coleman (5.5% of Tiger Global Management's portfolio), Stephen Mandel (3.9% of Lone Pine Capital's portfolio) and Jeremy Grantham (3.4% of GMO'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 → Q2 2024

InstitutionsTotal Value
New Positions159$3.2B
Exits147$1.2B

All 13F filers, Q1 2024 → Q2 2024: 42,229,342 shares bought and 35,172,147 shares sold, net +7,057,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,403 holders

Vanguard Group Inc. 0.82% Reduce -0.5% 83,948,358 $42.8B
BlackRock Inc. 0.85% Reduce -0.3% 73,428,872 $37.4B
State Street Corp. 1.00% Reduce -1.6% 44,976,548 $22.9B
FMR LLC 1.07% Reduce -8.3% 32,697,703 $16.7B
Capital World Investors 2.33% Reduce -1.1% 28,023,012 $14.3B
T. Rowe Price Associates Inc. 1.59% Reduce -0.2% 26,020,604 $13.3B
Wellington Management Group LLP 2.36% Add +6.6% 25,883,509 $13.2B
JPMorgan Chase & Co. 1.07% Add +2.1% 24,348,903 $12.4B
Morgan Stanley 0.79% Reduce -0.7% 20,052,563 $10.2B
Geode Capital Management, LLC 0.86% Add +2.0% 19,318,665 $9.8B
Capital Research Global Investors 1.97% Add +33.6% 17,569,022 $8.9B
Capital International Investors 1.40% Add +15.8% 13,319,705 $6.8B
Norges Bank 0.89% Reduce -2.4% 11,710,175 $6.0B
Northern Trust Corp. 0.78% Reduce -1.8% 9,042,903 $4.6B
Royal Bank of Canada 1.05% Reduce -4.0% 8,508,446 $4.3B
Wells Fargo & Company 1.08% Add +1.3% 8,169,197 $4.2B
Bank of New York Mellon Corp 0.78% Add +0.4% 8,039,601 $4.1B
Alliancebernstein L.P. 1.41% Reduce -23.9% 7,920,285 $4.0B
Franklin Resources Inc. 1.24% Add +5.3% 7,868,116 $4.0B
Nuveen Asset Management, LLC 1.12% Add +3.1% 7,488,572 $3.8B
Bank of America Corp. 0.33% Reduce -29.1% 6,694,225 $3.4B
Charles Schwab Investment Management Inc. 0.63% Add +1.9% 6,499,810 $3.3B
Legal & General Group Plc 0.92% Reduce -5.9% 6,367,712 $3.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.92% Add +16.3% 6,319,538 $3.2B
UBS Group AG 0.96% Add +27.7% 6,127,747 $3.1B
Invesco Ltd. 0.57% Reduce -0.4% 5,319,489 $2.7B
Sanders Capital, LLC 4.05% Add +3.2% 5,189,684 $2.6B
Janus Henderson Group PLC 1.36% Reduce -6.5% 4,969,327 $2.5B
Clearbridge Investments, LLC 2.05% Reduce -6.0% 4,941,432 $2.5B
Goldman Sachs Group Inc. 0.49% Reduce -9.2% 4,934,030 $2.5B
T. Rowe Price Investment Management, Inc. 1.54% Add +6.1% 4,796,211 $2.4B
Deutsche Bank AG 0.95% Add +0.6% 4,126,362 $2.1B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2.22% Add +167.8% 3,932,204 $2.0B
Dodge & Cox 1.20% Reduce -0.6% 3,921,445 $2.0B
Dimensional Fund Advisors LP 0.51% Add +30.0% 3,816,254 $1.9B
Amundi 0.74% Add +19.6% 3,936,631 $1.9B
Ameriprise Financial Inc. 0.52% Add +0.6% 3,772,487 $1.9B
Barclays PLC 0.74% Reduce -18.7% 3,165,174 $1.6B
Canada Pension Plan Investment Board 1.57% Add +19.2% 3,129,749 $1.6B
Fisher Asset Management 0.68% Add +4.0% 3,090,070 $1.6B
HSBC Holdings PLC 0.95% Add +10.1% 2,908,733 $1.5B
Swiss National Bank 0.96% Reduce -1.4% 2,729,861 $1.4B
California Public Employees Retirement System 1.00% Reduce -10.1% 2,674,215 $1.4B
Mitsubishi UFJ Asset Management Co., Ltd. 1.65% Add +15.1% 2,655,167 $1.4B
Sumitomo Mitsui Trust Group, Inc. 0.98% Reduce -4.6% 2,596,411 $1.3B
Lazard Asset Management LLC 1.73% Add +22.9% 2,517,221 $1.3B
Orbis Allan Gray Ltd 7.47% Add +29.9% 2,353,564 $1.2B
Tiger Global Management 5.53% New 2,347,600 $1.2B
Swedbank AB 1.59% Add +3.5% 2,336,815 $1.2B
Eagle Capital Management LLC 4.33% Add +42.8% 2,292,957 $1.2B
Manufacturers Life Insurance Company, The 1.08% Reduce -4.5% 2,266,194 $1.2B
Bank of Montreal 0.35% Add +0.2% 2,259,562 $1.2B
Polen Capital Management LLC 2.87% Reduce -6.0% 2,249,052 $1.1B
American Century Companies Inc. 0.69% Reduce -26.2% 2,224,580 $1.1B
Mawer Investment Management Ltd. 5.31% Add +1.2% 2,200,696 $1.1B
Envestnet Asset Management Inc. 0.38% Add +6.8% 2,134,151 $1.1B
GMO 3.41% Add +9.4% 1,982,532 $1.0B
Sustainable Growth Advisers, LP 4.41% Add +0.2% 1,959,605 $997.9M
Bessemer Group Inc. 1.73% Add +13.2% 1,926,354 $981.0M
TD Asset Management Inc 0.91% Reduce -2.8% 1,926,137 $980.9M
Arrowstreet Capital, Limited Partnership 0.82% Reduce -15.7% 1,826,349 $930.1M
Fiera Capital Corp 2.85% Reduce -9.3% 1,805,279 $919.4M
1832 Asset Management L.P. 1.66% Add +12.0% 1,797,607 $915.4M
Veritas Asset Management LLP 6.90% Reduce -1.7% 1,790,360 $911.8M
Raymond James & Associates 0.59% Add +1.1% 1,774,308 $903.6M
Vontobel Holding Ltd. 2.89% Add +733.2% 1,747,156 $889.8M
Allianz Asset Management GmbH 1.42% Add +9.3% 1,726,316 $879.1M
Stifel Financial Corp. 0.97% Reduce -1.4% 1,698,517 $865.1M
Ensign Peak Advisors, Inc 1.57% Add +2.8% 1,685,447 $858.3M
Rhumbline Advisers 0.80% Reduce -5.4% 1,663,233 $847.0M
First Manhattan Co. Llc. 2.66% Reduce -5.0% 1,625,891 $828.0M
Farallon Capital Management, L.L.C. 4.97% Reduce -4.9% 1,618,200 $824.1M
Principal Financial Group Inc. 0.48% Add +0.1% 1,598,157 $813.9M
California State Teachers Retirement System 0.93% Reduce -0.6% 1,488,819 $758.2M
National Pension Service 0.87% Add +1.7% 1,482,074 $754.8M
Royal London Asset Management Ltd. 1.90% Reduce -8.4% 1,461,084 $744.1M
Fayez Sarofim & Co 2.00% Add +5.0% 1,455,185 $741.1M
Bank Julius Baer & Co. Ltd, Zurich 2.82% Reduce -5.5% 1,333,283 $737.9M
CIBC Private Wealth Group LLC 1.37% Reduce -2.3% 1,496,502 $732.3M
Boston Partners 0.91% Add +37.3% 1,434,197 $730.5M
Macquarie Group Ltd. 0.83% Reduce -6.6% 1,417,783 $722.0M
Citigroup Inc. 0.69% Add +4.9% 1,395,809 $710.8M
New York State Common Retirement Fund 0.93% Reduce -2.3% 1,387,561 $706.6M
FIL Ltd 0.69% Add +10.5% 1,363,216 $694.2M
Schroder Investment Management Group 0.74% Reduce -7.1% 1,318,331 $671.4M
Aberdeen Group plc 1.23% Add +2.4% 1,262,127 $642.8M
PNC Financial Services Group, Inc. 0.42% Reduce -1.4% 1,227,333 $625.0M
Millennium Management 0.53% Add +448.8% 1,222,399 $622.5M
WCM Investment Management, LLC 1.40% Add +0.6% 1,217,243 $592.1M
Corient Private Wealth LP 1.02% Add +5.4% 1,144,118 $582.6M
US Bancorp \de 0.78% Add +0.5% 1,124,497 $572.7M
National Bank of Canada 0.86% Add +17.3% 1,111,876 $549.9M
CANADA LIFE ASSURANCE Co 1.02% Reduce -6.5% 1,066,754 $543.6M
Longview Partners (Guernsey) LTD 3.90% Reduce -11.8% 1,030,978 $525.0M
Allen Investment Management, LLC 6.34% Add +19.5% 1,024,637 $521.8M
Russell Investments Group, Ltd. 0.84% Reduce -4.7% 1,024,515 $520.0M
D. E. Shaw & Co. 0.79% Add +40.0% 1,020,596 $519.7M
Capital Wealth Planning, LLC 5.43% Add +4.1% 1,016,952 $517.9M
Aviva PLC 1.46% Add +4.0% 1,015,089 $516.9M
Ruane, Cunniff & Goldfarb L.P. 7.81% Reduce -4.3% 983,826 $501.0M
Jensen Investment Management Inc. 4.03% Reduce -29.0% 966,191 $492.0M
Adage Capital Partners Gp, L.L.C. 0.90% Add +15.4% 959,070 $488.4M
Lone Pine Capital 3.90% New 944,317 $480.9M
KBC Group NV 1.40% Add +24.2% 911,528 $464.2M
State Board of Administration of Florida Retirement System 0.91% Reduce -12.1% 902,918 $459.8M
Truist Financial Corp. 0.70% Add +46.7% 898,406 $457.5M
Baillie Gifford & Co. 0.35% Add +1125.4% 894,006 $455.3M
DekaBank Deutsche Girozentrale 0.82% Add +0.6% 931,194 $455.0M
Magellan Asset Management Ltd 4.32% Add +1.0% 891,277 $453.9M
GUARDCAP ASSET MANAGEMENT Ltd 6.42% Reduce -11.6% 882,618 $449.5M
New York State Teachers Retirement System 0.95% Reduce -4.5% 881,956 $449.1M
Prudential Financial Inc. 0.67% Reduce -10.6% 873,894 $445.0M
Neuberger Berman Group LLC 0.37% Reduce -10.6% 873,213 $444.7M
Handelsbanken Fonder AB 1.92% Add +3.4% 868,050 $442.1M
Epoch Investment Partners, Inc. 2.01% Add +10.8% 865,777 $440.9M
PineStone Asset Management Inc. 4.64% Add +50.5% 859,232 $437.6M
APG Asset Management N.V. 0.77% Reduce -5.5% 913,149 $433.9M
Pictet Asset Management Holding SA 0.49% Reduce -4.5% 845,998 $430.8M
Mairs & Power Inc. 4.16% Add +3.5% 844,815 $430.2M
LPL Financial LLC 0.21% Add +4.9% 830,997 $423.2M
BNP Paribas Financial Markets 0.46% Reduce -24.4% 822,391 $418.8M
Raymond James Financial Services Advisors, Inc. 0.59% Add +2.4% 814,000 $414.5M
Public Employees Retirement Association of Colorado 1.72% Reduce -0.5% 808,134 $411.6M
CI Investments Inc. 1.59% Reduce -10.5% 793,357 $404.0M
Nordea Investment Management AB 0.46% Reduce -53.7% 778,600 $389.7M
Citadel Advisors 0.39% Add +92.7% 765,077 $389.6M
Assenagon Asset Management S.A. 0.96% Add +102.6% 760,393 $387.2M
Navera Investment Management Ltd. 6.93% Add +18.0% 724,295 $368.8M
Korea Investment CORP 0.91% Reduce -6.4% 707,161 $360.1M
Barrow Hanley Mewhinney & Strauss LLC 1.22% Add +3.4% 700,864 $356.9M
Brown Advisory Inc. 0.46% Add +3.2% 698,192 $355.6M
Chevy Chase Trust Holdings, LLC 1.10% Reduce -3.0% 677,850 $345.2M
Menora Mivtachim Holdings LTD. 2.34% Add +0.3% 677,428 $345.0M
Nomura Asset Management Co. Ltd. 1.16% Add +14.6% 671,125 $341.1M
Natixis Advisors, LLC 0.74% Add +24.0% 669,420 $340.9M
Mackenzie Financial Corp. 0.50% Reduce -1.3% 666,560 $339.5M
JARISLOWSKY, FRASER Ltd 2.02% Reduce -0.1% 654,348 $333.2M
William Blair Investment Management, LLC 0.87% Reduce -33.5% 649,419 $330.7M
Loomis Sayles & Co. L P 0.46% Add +14.3% 649,252 $330.6M
Mitsubishi UFJ Trust & Banking Corp 0.78% Add +0.4% 641,263 $326.6M
Danske Bank A/S 1.20% Reduce -10.2% 640,578 $326.2M
Jane Street Group, LLC 0.35% Add +395.9% 636,700 $324.2M
Provident Trust Co. 5.95% Add +0.4% 629,681 $320.7M
Victory Capital Management Inc. 0.33% Reduce -19.9% 629,617 $320.6M
HighTower Advisors, LLC 0.48% Reduce -3.1% 611,800 $312.2M
Lord, Abbett & Co. LLC 1.02% Reduce -0.8% 606,600 $308.9M
Toronto Dominion Bank 0.48% Reduce -8.3% 588,814 $299.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.96% Reduce -3.2% 580,216 $295.5M
Findlay Park Partners LLP 2.71% Reduce -0.8% 565,726 $288.1M
Sei Investments Co. 0.40% Reduce -21.6% 549,236 $279.7M
Storebrand Asset Management As 0.92% Reduce -0.3% 542,705 $276.4M
Los Angeles Capital Management LLC 0.98% Reduce -7.1% 539,835 $274.9M
AXA S.A. 0.82% Reduce -27.6% 537,752 $273.9M
First Trust Advisors LP 0.28% Reduce -1.2% 536,810 $273.4M
State of Wisconsin Investment Board 0.71% Reduce -0.5% 527,141 $268.5M
Robeco Institutional Asset Management B.V. 0.57% Reduce -42.7% 523,750 $266.7M
Fort Washington Investment Advisors Inc. 1.71% Reduce -2.4% 516,181 $262.9M
Susquehanna International Group, LLP 0.46% Add +32.3% 513,789 $261.7M
Winslow Capital Management, LLC 0.93% Reduce -61.8% 505,231 $257.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.66% Reduce -17.5% 500,456 $254.9M
B. Metzler seel. Sohn & Co. AG 2.45% Add +4.6% 499,464 $254.3M
Mariner, LLC 0.49% Add +4.3% 498,353 $253.8M
M&G PLC 1.71% Add +1.4% 490,926 $249.9M
Credit Agricole S A 1.53% Add +592.8% 488,379 $248.7M
Asset Management One Co., Ltd. 0.94% Add +0.5% 479,996 $244.4M
STRS Ohio 0.96% Reduce -14.8% 478,394 $243.6M
USS Investment Management Ltd 1.93% Add +3.7% 472,480 $240.6M
Fifth Third Bancorp 0.91% Reduce -3.2% 470,724 $239.7M
Cincinnati Financial Corp. 5.14% No change 468,822 $238.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.43% Reduce -18.6% 464,548 $236.6M
Harding Loevner LP 1.30% Reduce -3.2% 461,012 $234.8M
Perpetual Ltd 2.54% Add +5.5% 459,008 $233.8M
Candriam S.C.A. 1.40% Add +14.8% 450,366 $229.3M
Cresset Asset Management, LLC 0.97% Add +9.0% 449,091 $228.7M
Caisse de depot et placement du Quebec 0.55% Reduce -21.1% 448,216 $228.3M
Cerity Partners LLC 0.61% Add +12.2% 444,584 $226.4M
Viking Global Investors 0.86% Reduce -67.5% 441,795 $225.0M
Public Sector Pension Investment Board 1.41% Add +26.3% 436,747 $222.4M
Route One Investment Company, L.P. 8.44% Add +13.7% 435,600 $221.8M
AustralianSuper Pty Ltd 1.27% Add +13.8% 432,828 $220.4M
Haverford Trust Co 2.31% Reduce -3.9% 431,170 $219.6M
Skandinaviska Enskilda Banken AB (publ) 1.05% Reduce -19.0% 429,848 $218.9M
Natixis 1.38% Add +19.9% 429,026 $218.5M
Scotia Capital Inc. 1.27% Add +0.7% 426,708 $217.3M
Public Employees Retirement System of Ohio 0.84% Reduce -8.6% 422,809 $215.3M
Baird Financial Group, Inc. 0.45% Reduce -8.7% 422,722 $215.3M
Treasurer of the State of North Carolina 0.91% Reduce -4.9% 422,058 $214.9M
Focused Investors LLC 6.90% Add +10.8% 417,250 $212.5M
SG Americas Securities, LLC 1.36% Add +249.7% 416,124 $211.9M
Retirement Systems of Alabama 0.81% Reduce -3.2% 413,766 $210.7M
First Eagle Investment Management, LLC 0.47% Add +963.5% 411,381 $209.5M
Voya Investment Management LLC 0.23% Reduce -9.0% 407,372 $207.5M
Wealth Enhancement Advisory Services, LLC 0.49% Add +0.3% 405,997 $206.8M
Unisphere Establishment 2.05% Reduce -6.5% 400,000 $203.7M
W1M Investment Management Ltd 3.81% Add +10.5% 397,201 $202.3M
Fiduciary Management Inc. 1.87% Reduce -5.4% 395,139 $201.2M
Bank of Nova Scotia 0.40% Add +143.1% 394,482 $200.9M
Blair William & Co. 0.61% Add +1.8% 389,740 $198.5M
Allspring Global Investments Holdings, LLC 0.32% Reduce -4.6% 387,188 $197.2M
Mercer Global Advisors Inc. 0.54% Add +19.6% 388,540 $197.0M
Tredje AP-fonden 1.88% Add +17.0% 381,905 $194.5M
Cibc World Markets Corp. 1.26% Add +24.5% 375,691 $191.3M
Steadfast Capital Management LP 4.48% New 369,366 $188.1M
Mn Services Vermogensbeheer B.V. 1.35% Reduce -2.3% 366,100 $186.4M
Rockefeller Capital Management L.P. 0.52% Add +0.9% 361,524 $184.1M
Marshall Wace, LLP 0.26% Add +275.7% 360,859 $183.8M
Penserra Capital Management LLC 2.31% Add +8.9% 359,000 $182.8M
CIBC Asset Management Inc 0.65% Reduce -3.4% 357,823 $182.2M
Evercore Wealth Management, LLC 2.82% Add +2.9% 352,108 $179.3M
Carmignac Gestion 3.04% New 348,152 $177.3M
State of Tennessee, Department of Treasury 0.65% Reduce -7.1% 344,983 $175.7M
APG Asset Management US Inc. 1.00% Add +5.3% 351,983 $174.1M
State of New Jersey Common Pension Fund D 0.75% Reduce -35.9% 338,926 $172.6M
Intech Investment Management LLC 2.13% Add +1.0% 337,254 $171.7M
Great Lakes Advisors, LLC 1.49% Add +10.3% 330,128 $168.1M
CapitalatWork S.A. 5.64% Reduce -4.9% 328,743 $167.4M
DAVENPORT & Co LLC 1.06% Add +20.8% 330,702 $166.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.96% Add +2.5% 325,604 $165.8M
Commonwealth Equity Services, LLC 0.26% Add +3.8% 321,090 $163.5M
Manning & Napier Advisors LLC 1.83% — 317,514 $161.7M
Janney Montgomery Scott LLC 0.49% Reduce -1.9% 316,464 $161.2M
Brown Brothers Harriman & Co. 1.21% Reduce -0.2% 314,888 $160.4M
Banque Pictet & Cie SA 1.64% Add +26.4% 314,051 $159.9M
Balyasny Asset Management L.P. 0.42% Reduce -1.7% 313,860 $159.8M
Bridges Investment Management Inc. 2.38% Add +188.1% 307,733 $156.7M
Calamos Advisors LLC 1.09% Reduce -3.8% 303,514 $154.6M
SRS Investment Management, LLC 2.08% New 300,194 $152.9M
Consulta Ltd 10.41% Add +20.0% 300,000 $152.8M
Resona Asset Management Co.,Ltd. 0.92% Reduce -5.7% 301,362 $152.7M
Boston Trust Walden Corp 1.12% Reduce -3.1% 296,720 $151.1M
Cooke & Bieler LP 1.45% Add +99.8% 294,954 $150.2M
Stonehage Fleming Financial Services Holdings Ltd 3.87% Add +38.4% 284,195 $144.7M
Comerica Bank 0.60% Reduce -3.0% 281,592 $143.4M
Rock Springs Capital Management LP 4.24% Add +19.6% 275,000 $140.0M
Point72 Asset Management 0.46% Add +74.7% 272,061 $138.5M
AQR Capital Management 0.21% Reduce -21.7% 276,270 $136.9M
Coho Partners, Ltd. 4.77% Reduce -17.8% 268,342 $136.7M
Johnson Investment Counsel Inc. 1.44% Add +0.5% 268,033 $136.5M
Arizona State Retirement System 0.91% Add +0.7% 267,298 $136.1M
Nisa Investment Advisors, LLC 0.85% Reduce -6.6% 264,095 $134.5M
State of Michigan Retirement System 0.69% Add +0.5% 263,719 $134.3M
Mondrian Investment Partners LTD 2.05% Add +8.0% 231,500 $133.4M
TCW Group Inc. 1.18% Add +4.6% 260,232 $132.5M
Ninety One UK Ltd 0.37% Reduce -16.3% 260,001 $132.4M
Walleye Trading LLC 2.58% Add +1316.9% 257,028 $130.9M
CCLA Investment Management 2.00% Add +1.0% 266,593 $129.9M
Eagle Asset Management Inc. 0.69% Add +1.3% 258,659 $127.9M
DNB Asset Management AS 0.61% Add +18.4% 249,698 $127.2M
Bank Pictet & Cie (Europe) AG 3.10% Add +16.6% 249,351 $127.0M
MetLife Investment Management, LLC 0.75% Reduce -0.2% 248,391 $126.5M
Cardano Risk Management B.V. 2.47% Add +23.2% 247,174 $125.9M
Capital Group Private Client Services, Inc. 1.25% Reduce -3.9% 246,140 $125.3M
Osaic Holdings, Inc. 0.30% Reduce -16.4% 245,594 $125.2M
ProShare Advisors LLC 0.33% Add +7.9% 245,171 $124.9M
Nissay Asset Management Corp. /Japan 0.82% Add +12.8% 243,436 $124.0M
Sands Capital Management, LLC 0.36% Add +55.0% 243,363 $123.9M
Teachers Retirement System of the State of Kentucky 1.11% Reduce -5.6% 243,162 $123.8M
Teacher Retirement System of Texas 0.70% Reduce -6.5% 241,571 $123.0M
Jennison Associates LLC 0.08% Reduce -93.5% 240,506 $122.5M
Northwestern Mutual Wealth Management Co. 0.12% Add +0.5% 235,489 $120.0M
Forsta Ap-Fonden 1.06% Reduce -8.7% 235,000 $119.7M
Factory Mutual Insurance Co. 1.36% No change 234,500 $119.4M
Westwood Holdings Group Inc. 0.98% Add +3.2% 233,481 $118.9M
BI Asset Management Fondsmaeglerselskab A/S 1.94% Reduce -1.4% 233,361 $118.8M
Bahl & Gaynor LLC 0.66% Add +2.1% 231,997 $118.1M
Corebridge Financial, Inc. 0.65% — 231,019 $117.6M
Empower Advisory Group, LLC 0.44% Add +2.4% 230,912 $117.6M
iA Global Asset Management Inc. 2.24% Reduce -9.0% 230,608 $117.4M
Bristol John W & Co. Inc. 1.89% Reduce -2.2% 229,492 $116.9M
HRT Financial LP 0.66% Add +349.4% 229,385 $116.8M
Douglass Winthrop Advisors, LLC 2.36% Add +5.2% 226,749 $115.5M
Pinnacle Financial Partners Inc 2.46% Add +0.4% 229,346 $114.9M
Cetera Investment Advisers 0.26% Reduce -6.1% 225,135 $114.7M
Milestone Resources Group Ltd 3.93% Reduce -0.4% 225,114 $114.6M
Cincinnati Insurance Co. 1.85% No change 220,081 $112.1M
Federation des caisses Desjardins du Quebec 0.60% Add +25.4% 219,222 $111.6M
James Hambro & Partners LLP 5.18% Add +5.9% 218,851 $111.4M
Gateway Investment Advisers LLC 1.26% Reduce -3.2% 218,730 $111.4M
Regions Financial Corp. 0.84% Reduce -1.8% 218,150 $111.1M
Mediolanum International Funds Ltd 1.78% Add +6.5% 239,913 $108.9M
Captrust Financial Advisors 0.34% Add +0.4% 208,675 $106.3M
Argent Capital Management LLC 3.10% Add +11.5% 207,277 $105.6M
Bellevue Group AG 1.70% Add +38.3% 205,675 $104.7M
Westfield Capital Management Co. LP 0.51% Reduce -52.1% 204,454 $104.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.68% Reduce -0.4% 202,163 $103.0M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 1.16% — 202,018 $102.9M
Clark Capital Management Group, Inc. 0.75% Reduce -9.4% 199,670 $101.7M
Bradley Foster & Sargent Inc. 1.83% Add +36.3% 199,382 $101.5M
Marex Group Ltd 2.73% Add +56.5% 199,342 $101.5M
Keybank National Association 0.42% Reduce -2.1% 199,241 $101.5M
Employees Retirement System of Texas 1.11% Add +9.2% 198,670 $101.2M
Erste Asset Management GmbH 1.33% Add +5.0% 202,895 $100.7M
Creative Planning 0.11% Add +4.0% 197,681 $100.7M
Glenmede Trust Co. NA 0.50% Reduce -13.1% 195,150 $99.4M
M&T Bank Corp 0.34% Add +2.5% 194,516 $99.1M
Cibc World Market Inc. 0.25% Reduce -6.1% 194,174 $98.9M
Focus Partners Wealth 0.33% Add +30.8% 192,174 $97.9M
IFM Investors Pty Ltd 0.98% Add +0.8% 190,361 $96.9M
Amalgamated Bank 0.81% Reduce -6.3% 186,728 $95.1M
Abrams Bison Investments, LLC 9.29% New 186,000 $94.7M
Appaloosa 1.53% Reduce -7.5% 185,000 $94.2M
Bristol Gate Capital Partners Inc. 4.67% Add +7.2% 184,925 $94.2M
Swiss Life Asset Management Ltd 1.10% Reduce -1.5% 183,325 $93.4M
Capital International, Inc. 1.22% Add +10.8% 180,106 $91.7M
Daiwa Securities Group Inc. 0.49% Add +6.3% 179,643 $91.5M
Freedom Together Foundation 9.78% Reduce -17.1% 179,355 $91.3M
QRG Capital Management, Inc. 1.08% Add +1.2% 179,163 $91.2M
King Luther Capital Management Corp. 0.41% Add +5.6% 179,068 $91.2M
Bowie Capital Management, LLC 5.95% Add +29.6% 178,271 $90.8M
Agf Management Ltd. 0.50% Reduce -38.7% 177,482 $90.4M
Bartlett & Co. Wealth Management LLC 1.37% Add +1.0% 177,434 $90.4M
Czech National Bank 1.02% Add +7.8% 175,389 $89.3M
MAI Capital Management 0.88% Add +17.7% 174,547 $88.9M
Sapient Capital LLC 1.84% Reduce -3.6% 174,028 $88.6M
Rathbones Group PLC 0.48% Add +2.4% 171,321 $87.2M
Group One Trading LLC 2.74% Add +599.3% 170,593 $86.9M
Vulcan Value Partners, LLC 1.29% Reduce -6.6% 167,470 $85.1M
Locust Wood Capital Advisers, LLC 3.13% Add +27.5% 166,809 $84.9M
Montanova Capital, LLC 3.36% Add +967.7% 161,468 $82.2M
TD Waterhouse Canada Inc. 0.73% Reduce -3.9% 165,059 $81.8M
Van Eck Associates Corp. 0.12% Add +3.6% 159,930 $81.4M
Squarepoint Ops LLC 0.31% Reduce -66.9% 159,576 $81.3M
Magnetar Financial LLC 1.94% Add +100.7% 159,239 $81.1M
NorthCoast Asset Management LLC 0.68% Add +332.8% 157,262 $80.1M
Manchester Global Management (UK) Ltd 13.87% Add +12.7% 154,918 $78.9M
Riverbridge Partners LLC 1.07% Reduce -1.8% 154,749 $78.8M
Fort Pitt Capital Group, LLC 2.38% New 153,889 $78.4M
Financial Counselors Inc. 1.26% Add +5.8% 153,557 $78.2M
Varma Mutual Pension Insurance Co 0.62% Reduce -3.7% 152,162 $77.5M
Pathstone Holdings, LLC 0.35% Add +1.6% 152,098 $77.5M
Utah Retirement Systems 0.92% Reduce -6.1% 151,528 $77.2M
Vantage Investment Partners, LLC 6.94% Reduce -1.2% 150,221 $76.5M
Atalanta Sosnoff Capital, LLC 1.71% Add +0.9% 149,039 $75.9M
Capitolis Liquid Global Markets LLC 0.93% No change 148,200 $75.5M
MBB Public Markets I LLC 1.54% Add +110.3% 146,472 $74.6M
Thrivent Financial for Lutherans 0.15% Reduce -1.6% 141,726 $72.2M
New York Life Investment Management LLC 0.72% Add +0.6% 141,339 $72.0M
LGT Capital Partners LTD. 2.45% Reduce -4.4% 141,010 $71.8M
Xponance LLC 0.73% Reduce -31.9% 140,366 $71.5M
Ferguson Wellman Capital Management, Inc. 1.45% Reduce -4.3% 140,274 $71.4M
Vaughan David Investments LLC 1.80% Reduce -0.1% 139,747 $71.2M
Harvest Portfolios Group Inc. 2.72% Add +0.4% 139,652 $71.1M
Nicholas Company, Inc. 1.18% Add +18.0% 139,610 $71.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% — 138,127 $70.3M
AMF Tjanstepension AB 0.52% Reduce -30.2% 137,653 $70.1M
Cercano Management LLC 1.87% Add +13.6% 137,626 $70.1M
MML Investors Services, LLC 0.28% Reduce -16.6% 136,572 $69.6M
Hollencrest Capital Management 3.05% Reduce -0.0% 136,207 $69.4M
Huntington National Bank 0.72% Reduce -21.2% 136,155 $69.3M
Border to Coast Pensions Partnership Ltd 1.63% Reduce -3.4% 135,239 $68.9M
Formuepleje A/S 3.77% Add +135.5% 133,976 $68.2M
Panagora Asset Management Inc. 0.34% Add +16.6% 133,467 $68.0M
Distillate Capital Partners LLC 3.49% — 129,686 $66.0M
Polar Capital Holdings Plc 0.39% Add +16.2% 128,987 $65.7M
Federated Hermes, Inc. 0.16% Reduce -37.1% 128,755 $65.6M
Tiaa Trust, National Association 0.20% Reduce -4.7% 127,020 $64.7M
Cornerstone Investment Partners, LLC 3.16% Reduce -1.3% 125,588 $64.0M
Kensico Capital Management Corp. 1.98% New 124,100 $63.2M
Mutual of America Capital Management LLC 0.69% Reduce -2.0% 123,542 $62.9M
Groupama Asset Managment 0.86% Add +17.6% 123,490 $62.9M
AE Wealth Management LLC 0.63% Add +33.6% 123,133 $62.7M
NewEdge Advisors, LLC 0.46% Add +12.8% 123,126 $62.7M
Ilmarinen Mutual Pension Insurance Co 0.72% Reduce -5.3% 122,000 $62.1M
Tudor Investment Corporation 0.69% Reduce -11.1% 121,645 $61.9M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.06% Add +1.6% 121,585 $61.9M
Daiichi Life Insurance Co., Ltd. 1.50% Add +3.9% 121,285 $61.8M
Sanctuary Advisors, LLC 0.45% — 124,194 $61.5M
Commerce Bank 0.39% Reduce -2.5% 119,302 $60.8M
Lido Advisors, LLC 0.50% Add +7.3% 119,273 $60.7M
SP Asset Management LLC 5.52% Add +4.6% 119,156 $60.7M
Achmea Investment Management B.V. 1.08% Reduce -1.9% 118,751 $60.5M
Cambridge Investment Research Advisors, Inc. 0.22% Reduce -5.3% 116,926 $59.5M
Primecap Management Co. 0.04% Add +3.9% 116,464 $59.3M
Aviso Financial Inc. 3.30% — 116,285 $59.2M
Ofi Invest Asset Management 1.56% Reduce -2.0% 123,920 $58.9M
Ancora Advisors LLC 1.46% Reduce -0.1% 115,479 $58.8M
Capital Fund Management S.A. 0.67% Reduce -35.3% 115,172 $58.7M
Alta Capital Management LLC/ 3.66% Add +20.5% 114,322 $58.2M
Petrus Trust Company, LTA 5.41% Add +14.1% 113,813 $58.0M
Orbimed Advisors LLC 1.13% Add +60.0% 112,000 $57.0M
Envestnet Portfolio Solutions, Inc. 0.20% Add +1.1% 111,590 $56.8M
State of Alaska, Department of Revenue 0.63% Reduce -0.2% 110,716 $56.4M
ING Groep NV 0.33% Reduce -2.7% 110,176 $56.1M
GW&K Investment Management, LLC 0.51% Reduce -8.8% 109,854 $55.9M
Zacks Investment Management 0.63% Add +6.8% 109,543 $55.8M
Yousif Capital Management, LLC 0.62% Reduce -2.4% 108,307 $55.2M
Cullen/Frost Bankers, Inc. 0.79% Reduce -0.9% 107,447 $54.7M
Heritage Wealth Advisors 2.47% Add +6.4% 107,220 $54.6M
Woodley Farra Manion Portfolio Management Inc. 2.94% Add +3.3% 106,353 $54.2M
First Long Island Investors, LLC 4.56% Add +5.8% 105,921 $53.9M
Rhenman & Partners Asset Management AB 5.15% Add +160.0% 105,300 $53.6M
Premier Fund Managers Ltd 2.15% No change 110,000 $53.6M
Nippon Life Global Investors Americas, Inc. 2.34% Reduce -6.5% 104,420 $53.2M
Railway Pension Investments Ltd 0.63% Reduce -60.7% 104,356 $53.1M
Fred Alger Management, LLC 0.26% Add +16.7% 103,957 $52.9M
Donaldson Capital Management, LLC 2.22% Reduce -0.1% 103,912 $52.9M
Steward Partners Investment Advisory, LLC 0.56% Reduce -12.4% 103,698 $52.8M
Morningstar Investment Services LLC 0.57% Add +0.3% 108,447 $52.8M
Park West Asset Management LLC 4.12% Add +5.4% 103,500 $52.7M
ABN AMRO Bank N.V. 0.79% Reduce -81.0% 101,997 $52.3M
Mizuho Markets Americas LLC 1.44% New 102,584 $52.2M
Kestra Advisory Services, LLC 0.29% Add +0.1% 101,407 $51.6M
Guggenheim Capital LLC 0.37% Add +5.2% 100,812 $51.3M
Martingale Asset Management L P 1.11% Reduce -6.2% 100,737 $51.3M
Gradient Investments LLC 1.15% Add +8.3% 100,369 $51.1M
Smith Chas P & Associates Pa Cpas 3.03% Add +0.8% 100,348 $51.1M
GUNN & Co INVESTMENT MANAGEMENT, INC. 3.03% Add +1317.1% 100,348 $51.1M
Nan Shan Life Insurance Co., Ltd. 1.21% No change 100,160 $51.0M
Rafferty Asset Management, LLC 0.19% Add +4.9% 100,099 $51.0M
Assetmark, Inc. 0.16% Add +10.2% 99,243 $50.5M
Cwm, LLC 0.24% Add +12.5% 98,771 $50.3M
United Services Automobile Association 1.27% Reduce -12.9% 98,041 $49.9M
Coatue Management 0.19% New 97,435 $49.6M
River Road Asset Management, LLC 0.70% Add +37.8% 96,331 $49.1M
Orion Porfolio Solutions, LLC 0.51% Add +2.3% 95,355 $48.6M
Orion Portfolio Solutions, LLC 0.51% Add +2.3% 95,355 $48.6M
Advisors Capital Management, LLC 0.85% Add +8.8% 95,014 $48.4M
Pinebridge Investments, L.P. 0.39% Reduce -39.6% 95,010 $48.2M
Northwest & Ethical Investments L.P. 1.38% Add +8.7% 94,676 $48.2M
Quintet Private Bank (Europe) S.A. 2.76% Reduce -10.4% 83,564 $47.6M
Davis R M Inc. 0.96% Add +2.0% 92,946 $47.3M
Silvant Capital Management LLC 2.10% Add +9.7% 92,793 $47.3M
53 House LLP 10.98% New 90,776 $46.2M
UniSuper Management Pty Ltd 0.38% Reduce -17.8% 90,355 $46.0M
Davis Selected Advisers 0.27% Add +0.5% 90,293 $46.0M
Oppenheimer Asset Management Inc. 0.58% Add +10.6% 89,807 $45.7M
Whittier Trust Co. 0.65% Add +0.8% 89,472 $45.6M
Provident Investment Management, Inc. 4.13% Add +1.1% 89,028 $45.3M
Curi Capital, LLC 1.08% Add +1.0% 88,381 $45.0M
Prudential PLC 0.31% Reduce -0.4% 88,313 $45.0M
Obermeyer Wealth Partners 2.56% Reduce -0.1% 87,745 $44.7M
Tokio Marine Asset Management Co. Ltd. 2.14% Add +8.2% 87,646 $44.6M
Capital Advisors Inc. 0.92% Reduce -12.6% 87,561 $44.6M
Eagle Health Investments LP 7.91% New 86,900 $44.3M
Clal Insurance Enterprises Holdings Ltd 0.46% Reduce -1.4% 86,728 $44.2M
Alpha Cubed Investments, LLC 2.10% Add +16.4% 86,387 $44.0M
O'shaughnessy Asset Management, LLC 0.45% Add +2.4% 86,377 $44.0M
Danica Pension, Livsforsikringsaktieselskab 0.89% Add +30.0% 85,471 $43.5M
Atria Investments, Inc 0.56% Add +4.9% 84,926 $43.2M
Chilton Capital Management LLC 1.93% Add +9.3% 84,456 $43.0M
Quantinno Capital Management LP 0.77% Add +11.5% 83,786 $42.7M
EP Wealth Advisors, LLC 0.45% Add +5.2% 83,651 $42.6M
AEGON ASSET MANAGEMENT UK Plc 0.60% Add +858.9% 83,613 $42.6M
Douglas Lane & Associates, LLC 0.60% Add +16.3% 83,597 $42.6M
Vanguard Personalized Indexing Management, LLC 0.81% Add +4.5% 83,839 $42.6M
Townsquare Capital LLC 0.58% Add +9.1% 83,135 $42.3M
UMB Bank, n.a. 0.69% Reduce -21.6% 82,937 $42.2M
Elo Mutual Pension Insurance Co 0.99% Reduce -1.9% 82,900 $42.2M
Aureus Asset Management, LLC 2.92% Reduce -1.1% 82,010 $41.8M
Unigestion Holding SA 2.29% Reduce -12.9% 79,180 $41.7M
Acadian Asset Management LLC 0.13% Add +17.5% 81,483 $41.5M
Hantz Financial Services, Inc. 0.79% Reduce -2.1% 80,780 $41.1M
Worldquant Millennium Advisors LLC 0.37% Add +13.0% 80,550 $41.0M
NS Partners Ltd 1.86% Reduce -1.7% 80,336 $40.9M
Sit Investment Associates Inc. 0.94% Reduce -4.5% 79,834 $40.7M
WestEnd Advisors, LLC 1.05% Add +14.1% 79,562 $40.5M
Oregon Public Employees Retirement Fund 0.80% Add +0.0% 79,064 $40.3M
Ethic Inc. 0.94% Add +2.1% 78,615 $40.0M
Mirae Asset Global Investments Co., Ltd. 0.20% Reduce -59.9% 86,218 $40.0M
Rockland Trust Co. 2.10% Add +3.3% 78,100 $39.8M
Exencial Wealth Advisors, LLC 1.50% Add +9.4% 78,018 $39.7M
Conning Inc. 1.48% Reduce -4.0% 77,817 $39.6M
F/m Investments LLC 1.42% New 77,063 $39.2M
Bailard, Inc. 1.08% Reduce -0.8% 76,873 $39.1M
Connor, Clark & Lunn Investment Management Ltd. 0.16% Reduce -70.2% 76,526 $39.0M
Allworth Financial LP 0.25% Add +130.9% 68,620 $38.8M
Edmond DE Rothschild Holding S.A. 0.66% Reduce -40.9% 75,745 $38.6M
Gulf International Bank (UK) Ltd 0.97% Reduce -3.1% 75,630 $38.5M
South Dakota Investment Council 0.79% Add +9.3% 75,508 $38.5M
Central Valley Advisors, LLC 16.41% Add +4.7% 3,467 $38.4M
National Philanthropic Trust 0.71% Reduce -0.6% 73,458 $37.4M
CENTRAL TRUST Co 0.90% Add +0.2% 72,262 $36.8M
Maryland State Retirement & Pension System 0.67% Reduce -1.4% 71,690 $36.5M
United Capital Financial Advisors, LLC 0.31% Reduce -11.8% 71,640 $36.5M
Avantax Advisory Services, Inc. 0.26% Add +90.0% 71,502 $36.4M
Man Group plc 0.10% Reduce -56.2% 71,502 $36.4M
Renaissance Technologies 0.06% New 71,326 $36.3M
Mizuho Securities USA LLC 0.80% New 70,966 $36.1M
Flputnam Investment Management Co. 0.68% Reduce -5.9% 70,822 $36.1M
Port Capital LLC 1.80% Add +5.2% 70,515 $35.9M
Raymond James Trust N.A. 0.84% Add +5.8% 69,926 $35.6M
SpiderRock Advisors, LLC 0.94% Add +12.1% 69,782 $35.5M
Deprince Race & Zollo Inc. 0.79% Add +24.7% 69,694 $35.5M
Peapack Gladstone Financial Corp. 0.54% Reduce -0.8% 69,518 $35.4M
PFM Health Sciences, LP 1.98% Add +258.6% 69,438 $35.4M
Kentucky Retirement Systems 1.02% Reduce -1.3% 69,357 $35.3M
Private Advisor Group, LLC 0.23% Add +13.6% 68,705 $35.0M
Fiduciary Trust Co 0.52% Reduce -2.5% 68,594 $34.9M
Lombard Odier Asset Management (Europe) Ltd 2.38% Add +72.7% 68,394 $34.8M
Heritage Investors Management Corp. 1.21% Add +4.4% 68,253 $34.8M
Hardman Johnston Global Advisors LLC 1.34% Reduce -33.5% 68,206 $34.7M
Temasek Holdings (Private) Ltd 0.16% New 68,038 $34.6M
Galvin, Gaustad & Stein, LLC 3.26% Add +5.5% 67,969 $34.6M
Eagle Ridge Investment Management 3.20% Reduce -0.6% 67,906 $34.6M
Artemis Investment Management LLP 0.46% Add +169.5% 67,485 $34.4M
Prime Capital Investment Advisors, LLC 0.51% Reduce -6.9% 66,969 $34.1M
Florida Trust Wealth Management Co 1.16% Reduce -3.2% 66,824 $34.0M
Generate Investment Management Ltd 2.47% Add +15.9% 66,738 $34.0M
Eastern Bank 1.37% Add +11.2% 66,593 $33.9M
Auxier Asset Management LLC 5.37% Reduce -1.0% 66,575 $33.9M
QV Investors Inc. 3.18% Add +33.8% 66,494 $33.9M
Bokf, NA 0.61% Add +2.9% 66,217 $33.7M
Pacer Advisors, Inc. 0.08% Add +5.7% 65,860 $33.5M
Palisade Asset Management, LLC 3.46% Add +3.3% 65,774 $33.5M
Act Two Investors LLC 6.62% Add +7.2% 65,698 $33.5M
Suncoast Equity Management 3.70% Add +1.8% 65,589 $33.4M
Wedgewood Partners Inc. 6.80% Reduce -2.1% 58,920 $33.3M
Maple Capital Management, Inc. 2.68% Add +4.5% 64,827 $33.0M
Polaris Capital Management, LLC 1.76% Reduce -3.0% 64,342 $32.9M
AltraVue Capital, LLC 3.25% No change 64,130 $32.7M
Ironvine Capital Partners, LLC 3.55% Add +1.4% 63,642 $32.4M
Beacon Pointe Advisors, LLC 0.38% Add +9.3% 63,524 $32.4M
HM Payson & Co. 0.59% Reduce -46.3% 63,349 $32.3M
Farmers & Merchants Investments Inc. 1.08% Reduce -0.4% 63,295 $32.2M
Stock Yards Bank & Trust Co. 1.06% Add +0.3% 63,020 $32.1M
Wealthfront Advisers LLC 0.11% Reduce -8.7% 62,942 $32.1M
Ieq Capital, LLC 0.43% Add +4.6% 62,584 $31.9M
Fulton Breakefield Broenniman LLC 2.35% Reduce -2.0% 62,387 $31.8M
Sabal Trust CO 1.89% Reduce -0.6% 62,269 $31.7M
Quadrature Capital Ltd 0.52% Reduce -49.7% 61,451 $31.3M
LBP Am SA 1.28% Add +21.9% 61,345 $31.2M
Associated Banc-Corp 0.96% Reduce -0.1% 60,357 $30.7M
Chartwell Investment Partners, LLC 1.08% Reduce -11.4% 60,282 $30.7M
Rwa Wealth Partners, LLC 0.40% Add +58.4% 59,555 $30.3M
Campbell Newman Asset Management Inc. 2.41% Reduce -1.8% 59,187 $30.1M
Hartford Investment Management Co. 1.03% Reduce -1.3% 58,975 $30.0M
Oppenheimer & Co. Inc. 0.48% Reduce -2.6% 58,698 $29.9M
Community Trust & Investment Co. 2.04% Reduce -1.5% 58,655 $29.9M
ExodusPoint Capital Management, LP 0.33% Add +71.6% 58,355 $29.7M
Banco Santander, S.A. 0.37% Reduce -0.6% 58,079 $29.6M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.25% No change 58,069 $29.6M
Systematic Alpha Investments, LLC 1.11% No change 57,323 $29.2M
Illinois Municipal Retirement Fund 0.44% Reduce -19.2% 57,157 $29.1M
Segall Bryant & Hamill, LLC 0.51% Add +2.9% 56,879 $29.0M
Night Owl Capital Management, LLC 4.27% Reduce -1.1% 56,017 $28.5M
Old National Bancorp 0.67% Add +5.5% 55,804 $28.4M
Baron Capital (BAMCO) 0.08% Reduce -2.6% 55,801 $28.4M
Penn Davis McFarland Inc. 4.37% Reduce -0.3% 55,488 $28.3M
Kayne Anderson Rudnick Investment Management LLC 0.07% Reduce -22.3% 55,257 $28.1M
RBF Capital, LLC 1.63% No change 55,000 $28.0M
Bell Asset Management Ltd 3.93% Add +3.7% 54,982 $28.0M
Commerzbank Aktiengesellschaft 0.92% Reduce -37.1% 54,687 $27.9M
Vestcor Inc 0.93% Add +0.2% 54,018 $27.5M
Badgley Phelps Wealth Managers, LLC 0.68% Reduce -1.4% 54,002 $27.5M
Focus Financial Network, Inc. 1.17% Reduce -13.1% 47,854 $27.4M
Tower Research Capital LLC (TRC) 0.46% Add +12.1% 53,628 $27.3M
Trajan Wealth LLC 1.75% Add +3.0% 53,545 $27.3M
Wesbanco Bank Inc. 1.02% Reduce -5.4% 53,366 $27.2M
Andra AP-fonden 0.45% Reduce -23.1% 53,000 $27.0M
Aptus Capital Advisors, LLC 0.51% Add +16.7% 52,962 $27.0M
Securian Asset Management, Inc. 0.79% Reduce -2.9% 52,923 $27.0M
Blue Chip Partners, LLC 2.48% Add +3.1% 52,801 $26.9M
Guyasuta Investment Advisors Inc. 1.98% Reduce -1.4% 51,039 $26.9M
Williams Jones Wealth Management, LLC. 0.33% Reduce -16.4% 52,666 $26.8M
Eminence Capital, LP 0.43% New 52,344 $26.7M
Metis Global Partners, LLC 0.91% Add +0.5% 52,264 $26.6M
Louisiana State Employees Retirement System 0.51% Reduce -3.2% 52,100 $26.5M
D'Orazio & Associates, Inc. 4.07% Reduce -0.6% 52,069 $26.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.28% Reduce -14.8% 51,937 $26.5M
Jefferies Financial Group Inc. 0.56% Reduce -1.9% 51,742 $26.4M
Stack Financial Management, Inc 2.42% Add +0.3% 51,286 $26.1M
Cumberland Partners Ltd 1.90% Reduce -18.5% 51,256 $26.1M
Twin Tree Management, LP 0.77% Add +34.3% 51,196 $26.1M
Osterweis Capital Management Inc. 1.70% Add +7880.3% 51,154 $26.1M
Aristotle Atlantic Partners, LLC 0.84% Reduce -0.6% 51,024 $26.0M
Hemenway Trust Co LLC 2.21% Add +1.8% 50,755 $25.8M
Guardian Capital LP 0.97% Reduce -9.5% 50,682 $25.8M
Synovus Financial Corp. 0.34% Reduce -7.7% 50,581 $25.8M
Van Lanschot Kempen Investment Management N.V. 0.29% Add +32.9% 50,581 $25.8M
Meiji Yasuda Life Insurance Co 0.52% Add +28.9% 50,527 $25.7M
Chilton Investment Co. Inc. 0.72% Reduce -42.9% 50,430 $25.7M
Clifford Swan Investment Counsel LLC 0.96% Add +4.9% 50,268 $25.6M
Cohen Capital Management, Inc. 4.40% Add +0.1% 50,165 $25.5M
Moore Capital Management, LP 0.58% New 50,000 $25.5M
Snowden Capital Advisors LLC 0.76% Add +1.8% 49,895 $25.4M
FineMark National Bank & Trust 0.94% Add +40.5% 49,861 $25.4M
Mill Capital Management, LLC 2.09% Add +1.7% 49,761 $25.3M
HB Wealth Management, LLC 0.29% Add +10.3% 49,570 $25.2M
MassMutual Private Wealth & Trust, FSB 0.75% Add +0.6% 48,531 $24.7M
Cornerstone Advisors, LLC 0.99% No change 47,903 $24.4M
Allianz SE 0.71% Reduce -2.5% 47,716 $24.3M
Todd Asset Management LLC 0.50% Reduce -27.5% 47,470 $24.2M
Mesirow Financial Investment Management, Inc. 0.54% Reduce -2.5% 47,435 $24.2M
Caden Capital Partners, LP 8.74% New 47,451 $24.2M
Congress Asset Management Co. 0.17% Reduce -28.7% 47,394 $24.1M
New Mexico Educational Retirement Board 0.83% No change 46,620 $23.7M
Dana Investment Advisors, Inc. 0.80% Reduce -4.4% 46,515 $23.7M
Novare Capital Management LLC 2.12% Add +0.9% 46,253 $23.6M
Coronation Fund Managers Ltd. 1.36% Reduce -50.4% 46,236 $23.5M
Narwhal Capital Management 2.20% Reduce -1.0% 45,655 $23.3M
Brevan Howard Capital Management LP 1.57% Add +765.7% 45,639 $23.2M
Vestor Capital, LLC 1.86% Add +295.6% 45,362 $23.1M
Cim, LLC 3.42% Reduce -3.3% 38,200 $22.7M
Copeland Capital Management, LLC 0.42% Add +3.6% 44,565 $22.7M
Banque Cantonale Vaudoise 0.90% Add +14.2% 44,296 $22.6M
Whittier Trust Co. of Nevada Inc. 0.63% Reduce -0.1% 44,218 $22.5M
Kennedy Capital Management LLC 0.48% Add +37.9% 44,203 $22.5M
Callahan Advisors, LLC 2.34% Reduce -0.1% 44,124 $22.5M
Arnhold LLC 2.37% Add +44.1% 44,083 $22.4M
Burney Co./ 0.85% Reduce -4.1% 43,875 $22.3M
Calamos Wealth Management LLC 1.21% Add +1.0% 43,853 $22.3M
Simplicity Wealth,LLC 0.50% Add +38.7% 43,719 $22.3M
Foundations Investment Advisors, LLC 0.54% Add +24.6% 43,707 $22.3M
D.A. Davidson & Co. 0.20% Add +3.2% 43,424 $22.1M
Glenview Trust Co 0.44% Add +77.7% 43,405 $22.1M
CW Advisors, LLC 0.35% Add +41.7% 43,398 $22.1M
TCV Trust & Wealth Management, Inc. 2.11% Add +0.1% 43,345 $22.1M
Braun Stacey Associates Inc. 0.86% Add +4.6% 43,342 $22.1M
Simplex Trading, LLC 0.71% Add +28.0% 43,158 $22.0M
Norinchukin Bank, The 0.63% Reduce -0.2% 43,071 $21.9M
Clearstead Advisors, LLC 0.37% Add +249.4% 42,707 $21.7M
First Citizens Bank & Trust Co. 0.41% Add +4.0% 42,669 $21.7M
Phoenix Financial Ltd. 0.33% Add +34.1% 42,982 $21.7M
Diversified Trust Co. 0.61% Reduce -5.3% 42,415 $21.6M
B. Riley Wealth Advisors, Inc. 0.55% Reduce -24.0% 42,340 $21.6M
First American Bank 1.60% Add +0.3% 42,091 $21.4M
Stephens Inc. 0.33% Reduce -46.0% 41,921 $21.3M
Advisors Asset Management, Inc. 0.42% Add +0.4% 41,899 $21.3M
Pittenger & Anderson Inc. 0.88% Reduce -0.4% 41,870 $21.3M
First National Trust Co 0.88% Reduce -3.2% 41,777 $21.3M
Cubist Systematic Strategies, LLC 0.37% Reduce -38.9% 41,509 $21.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.64% Add +9.9% 41,461 $21.1M
Atria Wealth Solutions, Inc. 0.23% Reduce -5.6% 41,395 $21.1M
Hendershot Investments Inc. 3.02% Add +3.1% 41,260 $21.0M
Annex Advisory Services, LLC 0.73% Add +7.2% 40,845 $20.8M
Dorsey & Whitney Trust CO LLC 1.44% Add +8.8% 40,767 $20.8M
Colonial Trust Advisors 1.97% Add +0.4% 40,466 $20.6M
Citizens Financial Group Inc. 0.46% Add +25.1% 40,436 $20.6M
Great Valley Advisor Group, Inc. 0.58% Add +4.3% 40,407 $20.6M
Sumitomo Mitsui Financial Group, Inc. 0.64% Add +10.6% 40,364 $20.6M
Garrison Bradford & Associates Inc. 21.07% Reduce -5.2% 40,281 $20.5M
Trillium Asset Management, LLC 0.52% Reduce -0.1% 40,269 $20.5M
Napean Trading & Investment Co (Singapore) PTE Ltd 4.87% Add +7.4% 40,163 $20.5M
Patten & Patten Inc. 1.43% Add +0.9% 40,116 $20.4M
Foyston, Gordon & Payne Inc 5.03% Add +18.9% 40,100 $20.4M
OMERS ADMINISTRATION Corp 0.20% New 40,096 $20.4M
Employees Provident Fund Board 0.33% New 40,000 $20.4M
Gabelli Funds LLC 0.16% Reduce -1.8% 39,975 $20.4M
Bryn Mawr Trust Advisors, LLC 1.12% Add +3.1% 39,801 $20.3M
Onex Canada Asset Management Inc. 2.32% Add +12.3% 39,899 $20.3M
E. Ohman J:or Asset Management AB 0.50% Add +4.4% 39,880 $20.3M
Wesleyan Assurance Society 1.76% Add +24.2% 39,825 $20.3M
Lockheed Martin Investment Management Co. 1.17% Add +0.6% 39,800 $20.3M
Kingdon Capital Management, L.L.C. 3.12% New 39,700 $20.2M
Salem Investment Counselors Inc. 0.65% Add +2.3% 39,591 $20.2M
Sawgrass Asset Management LLC 2.17% Reduce -1.7% 39,285 $20.0M
Independent Advisor Alliance 0.68% Add +2.5% 39,246 $20.0M
Benjamin F. Edwards & Company, Inc. 0.35% Add +4.8% 39,031 $19.9M
Motley Fool Asset Management LLC 1.32% Add +28.6% 40,157 $19.9M
Meiji Yasuda Asset Management Co Ltd. 0.80% Reduce -1.2% 38,873 $19.8M
Alps Advisors Inc. 0.14% Reduce -4.5% 38,806 $19.8M
Appleton Partners Inc. 1.52% Reduce -0.6% 38,672 $19.7M
Madison Asset Management, LLC 0.24% Reduce -0.9% 38,542 $19.6M
Private Capital Advisors, Inc. 2.18% Reduce -2.4% 38,492 $19.6M
Bleakley Financial Group, LLC 0.56% Add +42.0% 38,256 $19.5M
First Financial Bankshares Inc 0.45% Reduce -5.9% 38,138 $19.4M
JLB & Associates Inc. 2.61% Add +0.4% 37,939 $19.3M
NewEdge Wealth, LLC 0.41% Reduce -12.1% 37,499 $19.1M
Rakuten Investment Management, Inc. 0.13% Add +57.6% 39,211 $19.1M
Barlow Wealth Partners, LLC 2.63% Add +3.0% 33,947 $19.0M
Bridgeway Capital Management, LLC 0.44% Reduce -25.3% 37,183 $18.9M
Pinnacle Associates Ltd. 0.30% Reduce -5.4% 37,170 $18.9M
Violich Capital Management, Inc. 2.55% Add +3.6% 37,115 $18.9M
Oak Ridge Investments LLC 1.80% Add +4.7% 37,050 $18.9M
Marco Investment Management LLC 1.72% Reduce -1.2% 36,545 $18.6M
11 Capital Partners LP 7.61% Reduce -5.2% 36,300 $18.5M
LGT Fund Management Co Ltd. 2.31% Add +294.9% 36,293 $18.5M
Modera Wealth Management, LLC 0.27% Reduce -3.3% 36,280 $18.5M
HUB Investment Partners, LLC 0.89% Add +3.6% 36,258 $18.5M
Eagle Global Advisors LLC 0.97% Reduce -0.3% 36,122 $18.4M
HighPoint Advisor Group LLC 1.09% Add +51.9% 31,657 $18.2M
Ashton Thomas Private Wealth, LLC 1.01% Add +1.0% 35,701 $18.2M
Harbor Investment Advisory, LLC 1.90% Reduce -0.8% 35,652 $18.2M
Freestone Capital Holdings, LLC 0.65% Add +2.9% 35,546 $18.1M
Vident Advisory, LLC 0.50% Reduce -75.1% 35,490 $18.1M
Albion Financial Group 1.35% Reduce -1.1% 35,310 $18.0M
Stillwater Capital Advisors, LLC 2.51% Reduce -1.4% 35,302 $18.0M
Parallel Advisors, LLC 0.46% Reduce -0.3% 35,278 $18.0M
First Foundation Advisors 0.69% Reduce -30.1% 35,193 $17.9M
Azimuth Capital Investment Management LLC 0.73% Add +0.5% 35,143 $17.9M
Jones Financial Companies LLLP 0.02% Add +49.6% 35,125 $17.9M
Vinva Investment Management Ltd 0.90% Add +9.8% 36,739 $17.9M
Shelton Capital Management 0.49% Add +62.8% 34,977 $17.8M
Adams Diversified Equity Fund, Inc. 0.61% Reduce -67.6% 34,900 $17.8M
Level Four Advisory Services, LLC 0.80% Add +10.6% 34,647 $17.6M
Wallington Asset Management, LLC 2.68% Reduce -2.6% 34,450 $17.5M
OneDigital Investment Advisors LLC 0.22% Reduce -2.8% 34,228 $17.4M
First Merchants Corp. 0.70% Reduce -3.3% 34,193 $17.4M
NEOS Investment Management LLC 0.72% Add +47.3% 34,137 $17.4M
Hamilton Capital Partners Inc. 1.86% Add +8.8% 34,021 $17.3M
Trust Co. of Vermont 0.94% Add +5.7% 33,946 $17.3M
Abn Amro Investment Solutions 0.31% Reduce -61.2% 33,835 $17.2M
Argent Trust Co 0.76% Add +2.4% 33,683 $17.2M
Hutchinson Capital Management 3.51% New 33,681 $17.2M
Park Avenue Securities LLC 0.21% Reduce -3.0% 33,603 $17.1M
Choate Investment Advisors 0.45% Add +25.4% 33,410 $17.0M
Washington Trust Bank 1.68% Add +1.2% 33,389 $17.0M
Kestra Private Wealth Services, LLC 0.34% Reduce -11.0% 33,245 $16.9M
Alaska Permanent Fund Corp 0.25% Add +20.6% 29,174 $16.8M
LSV Asset Management 0.04% No change 33,000 $16.8M
MUFG Securities EMEA plc 0.75% New 32,999 $16.8M
Quest Investment Management LLC 1.85% Reduce -1.6% 32,878 $16.7M
Raub Brock Capital Management LP 3.64% Reduce -0.7% 32,737 $16.7M
Bragg Financial Advisors, Inc 0.74% Add +0.5% 32,540 $16.6M
LMCG Investments, LLC 0.96% Add +1.9% 32,323 $16.5M
German American Bancorp, Inc. 1.88% Add +1.9% 32,055 $16.3M
Apollon Wealth Management, LLC 0.50% Reduce -1.2% 32,040 $16.3M
BlackBarn Capital Partners LP 8.40% Add +6.7% 32,000 $16.3M
Choreo, LLC 0.27% Add +156.4% 32,809 $16.3M
Chesley Taft & Associates LLC 0.81% Reduce -44.8% 31,919 $16.3M
Westpac Banking Corp. 1.29% Reduce -13.7% 31,850 $16.2M
Atle Fund Management AB 9.84% Add +37.5% 31,680 $16.1M
Stonebridge Capital Advisors LLC 1.42% Add +21.4% 31,630 $16.1M
Adell Harriman & Carpenter Inc. 1.24% Reduce -2.3% 31,552 $16.1M
Empirical Finance, LLC 1.00% Reduce -6.1% 31,531 $16.1M
Tidal Investments LLC 0.22% Add +16.9% 31,465 $16.0M
Petredis Investment Advisors LLC 1.79% Reduce -0.2% 31,420 $16.0M
Advisory Services Network, LLC 0.33% Add +18.3% 31,002 $15.8M
Lighthouse Investment Partners, LLC 0.88% New 30,878 $15.7M
Empowered Funds, LLC 0.27% Reduce -3.8% 30,868 $15.7M
Edgar Lomax Co. 1.02% Reduce -1.2% 30,845 $15.7M
Axxcess Wealth Management, LLC 0.43% Add +6.4% 30,817 $15.7M
Siemens Fonds Invest GmbH 1.17% Add +0.3% 30,809 $15.7M
L1 Capital International Pty Ltd 6.26% Add +16.7% 31,602 $15.6M
YHB Investment Advisors, Inc. 1.34% Add +4.5% 30,621 $15.6M
Marks Group Wealth Management, Inc 1.64% Add +6.6% 30,614 $15.6M
Cardinal Capital Management, Inc. 0.60% Add +0.8% 30,501 $15.5M
Kornitzer Capital Management Inc. 0.30% Reduce -4.5% 30,442 $15.5M
Howe & Rusling Inc. 1.41% Add +11.8% 30,432 $15.5M
Nicola Wealth Management LTD. 1.38% Add +9.0% 30,400 $15.5M
Baader Bank Aktiengesellschaft 1.21% Add +4.3% 30,306 $15.4M
CCM Investment Advisers LLC 1.81% Reduce -1.4% 30,249 $15.4M
Dupont Capital Management Corp. 1.34% Reduce -23.9% 30,213 $15.4M
Segment Wealth Management, LLC 1.13% Add +1.1% 30,160 $15.4M
Bright Rock Capital Management, LLC 3.22% Add +20.0% 30,000 $15.3M
Compagnie Lombard Odier SCmA 0.26% Reduce -34.1% 29,804 $15.2M
Overbrook Management Corp 3.83% Reduce -7.3% 29,783 $15.2M
Kentucky Retirement Systems Insurance Trust Fund 1.02% Reduce -2.7% 29,686 $15.1M
Northwestern Mutual Investment Management Company, LLC 0.39% Reduce -0.2% 29,290 $14.9M
S&co Inc. 1.04% Add +4.5% 29,232 $14.9M
King Wealth Management Group 2.48% Reduce -3.4% 29,228 $14.9M
Tower Bridge Advisors 1.68% Add +12.0% 29,193 $14.9M
Moran Wealth Management, LLC 0.49% Add +0.3% 29,171 $14.9M
Columbus Hill Capital Management, L.P. 3.19% New 29,041 $14.8M
Middleton & Co. Inc. 1.70% Reduce -2.5% 28,706 $14.6M
Scholtz & Company, LLC 6.23% Add +5.5% 28,657 $14.6M
Mark Sheptoff Financial Planning, LLC 8.14% Reduce -2.8% 28,583 $14.6M
Carlson Capital Management 0.68% Reduce -2.5% 28,317 $14.4M
McRae Capital Management Inc. 3.27% Add +5.9% 28,127 $14.3M
Livforsakringsbolaget Skandia, Omsesidigt 1.17% Reduce -1.8% 28,082 $14.3M
BDF-Gestion 1.37% — 28,048 $14.3M
Penobscot Investment Management Company, Inc. 1.37% Add +3.2% 27,980 $14.2M
Pioneer Trust Bank N A 3.81% Add +2.5% 27,729 $14.1M
Neville Rodie & Shaw Inc. 1.07% Reduce -12.8% 27,711 $14.1M
Cohen Klingenstein LLC 0.51% No change 27,700 $14.1M
Meridian Wealth Management, LLC 1.68% New 27,559 $14.0M
Dakota Wealth Management 0.33% Reduce -4.5% 27,514 $14.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.42% Add +5.8% 27,247 $13.9M
GAM Holding AG 1.06% Reduce -28.4% 27,238 $13.9M
Crake Asset Management LLP 1.10% Reduce -65.8% 26,996 $13.7M
Baltimore-Washington Financial Advisors, Inc. 0.81% Reduce -1.1% 26,990 $13.7M
American National Bank & Trust 1.71% Add +8.6% 26,971 $13.7M
ARS Wealth Advisors Group, LLC 1.78% Add +3.3% 26,966 $13.7M
Torray Investment Partners LLC 2.05% Add +0.1% 26,892 $13.7M
Venturi Wealth Management, LLC 0.81% Add +7.1% 26,845 $13.7M
Clough Capital Partners L P 1.49% Add +1852.5% 26,750 $13.6M
Sectoral Asset Management Inc. 5.52% Add +15.1% 26,675 $13.6M
&partners 0.59% Add +454.0% 26,616 $13.6M
Lowe Brockenbrough & Co. Inc. 0.90% Reduce -12.8% 26,510 $13.5M
Litman Gregory Wealth Management LLC 1.20% Add +8.7% 26,480 $13.5M
GTS Securities LLC 0.28% Add +855.8% 26,447 $13.5M
Amica Mutual Insurance Co. 1.34% No change 26,409 $13.4M
Hyperion Capital Advisors LP 6.31% Add +12.5% 26,408 $13.4M
Brighton Jones LLC 0.44% Add +47.4% 26,302 $13.4M
Anchor Capital Advisors LLC 0.38% Reduce -11.5% 26,252 $13.4M
Schmidt P J Investment Management Inc. 2.43% Reduce -2.8% 26,145 $13.3M
Heritage Trust Co 1.75% Add +0.6% 26,073 $13.3M
Van Hulzen Asset Management, LLC 0.89% Add +0.5% 26,016 $13.2M
Cyndeo Wealth Partners, LLC 1.03% Add +8.6% 25,885 $13.2M
Carnegie Investment Counsel 0.41% Reduce -15.9% 25,849 $13.2M
North Point Portfolio Managers Corp. 2.32% Reduce -1.1% 25,841 $13.2M
BNP Paribas 0.66% Reduce -0.6% 25,782 $13.1M
Janney Capital Management LLC 0.93% Reduce -2.7% 25,773 $13.1M
Equitable Holdings, Inc. 0.14% Reduce -1.0% 25,680 $13.1M
Brookstone Capital Management 0.22% Reduce -14.9% 22,760 $13.0M
Addenda Capital Inc. 0.51% Add +2.8% 25,599 $13.0M
Covington Investment Advisors Inc. 2.09% Add +2.5% 25,588 $13.0M
Dynamic Advisor Solutions LLC 0.41% Add +1.9% 25,570 $13.0M
Haverford Financial Services, Inc. 3.90% Reduce -0.1% 25,534 $13.0M
Buckingham Capital Management, Inc. 1.55% Add +0.7% 25,451 $13.0M
Longbow Finance SA 1.34% Reduce -5.4% 25,434 $13.0M
Silvercrest Asset Management Group LLC 0.09% Add +1.0% 25,432 $13.0M
Girard Partners LTD. 1.22% Reduce -1.6% 25,391 $12.9M
Transform Wealth, LLC 0.97% Reduce -22.7% 25,287 $12.9M
Muhlenkamp & Co. Inc. 4.01% Add +0.0% 25,216 $12.8M
Somerville Kurt F 2.16% Add +7.1% 25,148 $12.8M
Live Oak Private Wealth LLC 2.20% Add +2.9% 25,104 $12.8M
Coldstream Capital Management Inc. 0.31% Add +1.9% 25,095 $12.8M
Buckingham Strategic Wealth, LLC 0.13% Add +0.2% 25,088 $12.8M
RiverFront Investment Group, LLC 0.34% Add +9.9% 25,048 $12.8M
Two Sigma Securities, LLC 0.61% Reduce -36.1% 25,048 $12.8M
SVB Wealth LLC 0.32% Reduce -10.6% 25,046 $12.8M
Soros Fund Management 0.40% New 25,001 $12.7M
Governors Lane LP 2.03% Add +25.0% 25,000 $12.7M
Cary Street Partners Investment Advisory LLC 0.51% Add +7.8% 24,985 $12.7M
Walleye Capital LLC 0.15% Add +1.8% 24,952 $12.7M
Matrix Asset Advisors Inc. 1.51% Reduce -0.4% 24,886 $12.7M
J. Safra Sarasin Holding AG 0.23% — 24,976 $12.6M
Roundview Capital LLC 0.99% Reduce -9.6% 24,785 $12.6M
Wedbush Securities Inc. 0.45% Reduce -7.3% 24,779 $12.6M
Tocqueville Asset Management L.P. 0.21% Reduce -2.1% 24,673 $12.6M
Summit Financial, LLC 0.57% Add +38.6% 24,544 $12.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.28% Add +2.0% 24,504 $12.5M
Synergy Asset Management, LLC 1.94% Reduce -23.1% 24,320 $12.4M
Capital International Sarl 0.38% Add +28.7% 24,294 $12.4M
Moneta Group Investment Advisors LLC 0.20% Add +13.3% 24,243 $12.3M
Logan Capital Management Inc. 0.53% Reduce -4.5% 24,198 $12.3M
Crossmark Global Holdings, Inc. 0.24% Reduce -41.7% 24,130 $12.3M
Laird Norton Wetherby Wealth Management, LLC 0.58% Reduce -6.0% 24,102 $12.3M
Abner Herrman & Brock LLC 1.53% Reduce -2.0% 23,776 $12.1M
Waycross Partners, LLC 1.85% Add +492.2% 23,687 $12.1M
Integrated Wealth Concepts LLC 0.16% Add +7.4% 23,621 $12.0M
Composition Wealth, LLC 0.29% Reduce -10.2% 23,439 $11.9M
Miramar Capital, LLC 2.97% Add +7.5% 23,325 $11.9M
Advisory Research Inc. 2.22% Add +3.8% 23,185 $11.8M
High Note Wealth, LLC 3.59% Add +4.6% 23,084 $11.8M
Leavell Investment Management, Inc. 0.65% Add +4.0% 23,017 $11.7M
Pallas Capital Advisors LLC 0.53% Add +4.3% 20,750 $11.7M
Robeco Schweiz AG 0.22% No change 22,971 $11.7M
PEAK6 Investments LLC 0.54% Add +74.8% 22,922 $11.7M
CHURCHILL MANAGEMENT Corp 0.14% Reduce -1.5% 22,886 $11.7M
Capstone Investment Advisors, LLC 0.53% Add +10.4% 22,881 $11.7M
West Coast Financial LLC 1.38% Add +1.4% 22,815 $11.6M
North Star Asset Management Inc. 0.55% Add +14.8% 22,753 $11.6M
Richard Bernstein Advisors LLC 0.25% Add +0.0% 22,494 $11.5M
Beese Fulmer Investment Management, Inc. 1.04% Add +9.0% 22,481 $11.4M
Princeton Global Asset Management LLC 2.52% Add +4.1% 22,460 $11.4M
Greenleaf Trust 0.11% Reduce -3.3% 22,442 $11.4M
Procyon Advisors, LLC 0.84% Add +1.2% 22,290 $11.4M
Plato Investment Management Ltd 1.05% Add +12.8% 22,196 $11.3M
Anchor Investment Management, LLC 1.16% Add +9.5% 22,182 $11.3M
Allen Mooney & Barnes Investment Advisors LLC 2.01% Add +0.6% 22,089 $11.2M
Point72 Hong Kong Ltd 0.68% Add +11.2% 22,069 $11.2M
Beacon Investment Advisory Services, Inc. 0.48% Reduce -30.1% 22,018 $11.2M
Ally Financial Inc. 1.39% Add +29.4% 22,000 $11.2M
Ascent Group, LLC 0.91% Reduce -1.3% 21,996 $11.2M
Sequoia Financial Advisors, LLC 0.14% Add +7.2% 21,970 $11.2M
Running Oak Capital LLC 1.73% Add +19.8% 21,898 $11.2M
Mission Wealth Management, LP 0.30% Reduce -12.6% 21,893 $11.1M
Woodmont Investment Counsel LLC 0.91% Add +4.2% 21,814 $11.1M
Principal Securities, Inc. 0.31% Add +6.4% 21,793 $11.1M
Sonora Investment Management Group, LLC 0.87% No change 22,377 $11.1M
Cozad Asset Management Inc. 1.10% Add +17.7% 21,721 $11.1M
Mutual Advisors, LLC 0.33% Reduce -0.9% 19,489 $11.0M
Wealth Advisory Solutions, LLC 2.99% Add +11.6% 21,689 $11.0M
WoodTrust Financial Corp 1.72% Add +1.8% 21,676 $11.0M
Dividend Assets Capital, LLC 2.25% Reduce -0.6% 21,661 $11.0M
Berger Financial Group, Inc 0.88% Add +0.0% 21,553 $11.0M
Smithbridge Asset Management Inc. 2.28% Reduce -4.9% 21,549 $11.0M
Lombard Odier Asset Management (Switzerland) SA 1.12% Reduce -56.0% 21,518 $11.0M
Kesler, Norman & Wride, LLC 2.32% Add +9.5% 21,479 $10.9M
CX Institutional 0.51% Add +2.8% 21,441 $10.9M
Twin Capital Management Inc. 1.29% Reduce -4.4% 21,413 $10.9M
Broderick Brian C 2.22% Add +3.0% 21,397 $10.9M
Iyo Bank, Ltd. 3.87% Add +32.6% 21,390 $10.9M
Nomura Holdings Inc. 0.07% Reduce -21.0% 21,344 $10.9M
Schechter Investment Advisors, LLC 0.82% Add +2.5% 21,308 $10.9M
Sumitomo Life Insurance Co. 0.25% Reduce -14.0% 21,063 $10.8M
Wedge Capital Management L L P 0.19% Add +6.9% 21,148 $10.8M
Concurrent Investment Advisors, LLC 0.35% Add +44.6% 21,079 $10.7M
Sienna Gestion 0.95% Add +2619.2% 21,074 $10.7M
NBT Bank, N.A. 0.77% Add +1.7% 21,029 $10.7M
Caprock Group, LLC 0.43% Add +48.4% 21,006 $10.7M
Icon Wealth Advisors, LLC 0.95% Add +10.1% 18,546 $10.7M
Strong Tower Advisory Services 3.51% Add +3.7% 20,973 $10.7M
Capital Investment Advisors, LLC 0.24% Add +10.1% 20,955 $10.7M
Cullinan Associates Inc. 0.60% Add +25.8% 20,952 $10.7M
Y-Intercept (Hong Kong) Ltd 0.58% New 20,913 $10.7M
Markel Group 0.10% Add +29.3% 20,814 $10.6M
Ninety One SA (Pty) Ltd 1.64% Reduce -11.7% 20,926 $10.6M
Investment Management Corp of Ontario 0.28% Add +38.2% 20,621 $10.5M
NFJ Investment Group, LLC 0.32% New 20,597 $10.5M
St Germain D J Co. Inc. 0.51% Reduce -1.1% 20,567 $10.5M
Owl Creek Asset Management, L.P. 1.87% New 20,484 $10.4M
Signaturefd, LLC 0.21% Add +0.6% 20,403 $10.4M
Pictet North America Advisors SA 1.13% Reduce -41.4% 20,356 $10.4M
Elevation Point Wealth Partners, LLC 0.82% Add +26.3% 20,305 $10.3M
TCTC Holdings, LLC 0.36% Add +2.7% 20,302 $10.3M
Greenwich Wealth Management LLC 0.75% Add +0.1% 20,285 $10.3M
Evexia Wealth LLC 3.88% Reduce -1.3% 18,494 $10.3M
Orange Investment Advisors, Inc. 1.34% Add +2.1% 19,220 $10.3M
Earnest Partners LLC 0.05% Reduce -0.8% 20,229 $10.3M
TD Private Client Wealth LLC 0.32% Reduce -2.5% 20,227 $10.3M
CTC LLC 0.77% Add +84.3% 20,224 $10.3M
Johnson Financial Group, Inc. 0.50% Add +128.9% 20,196 $10.3M
Ameritas Investment Partners, Inc. 0.35% Reduce -1.2% 20,132 $10.3M
CenterBook Partners LP 0.64% Add +34.1% 20,103 $10.2M
Castleark Management LLC 0.42% Add +2.0% 20,034 $10.2M
Toth Financial Advisory Corp. 1.30% Reduce -0.1% 20,010 $10.2M
Stratos Wealth Partners, LTD. 0.16% Reduce -8.3% 19,883 $10.1M
GDS Wealth Management 1.10% Add +22.5% 19,778 $10.1M
KCM Investment Advisors LLC 0.36% Reduce -0.9% 19,722 $10.0M
Stokes Capital Advisors, LLC 2.79% Add +2.7% 19,716 $10.0M
Incline Global Management LLC 4.14% Reduce -34.3% 19,715 $10.0M
First National Bank of Omaha 0.66% Add +30.9% 19,709 $10.0M
Advanced Asset Management Advisors Inc 2.67% No change 19,700 $10.0M
Motco 0.59% Add +3.5% 19,666 $10.0M
Tran Capital Management, L.P. 1.15% Add +31.5% 19,469 $9.9M
Ascent Wealth Partners, LLC 1.45% Add +0.1% 19,460 $9.9M
Caldwell Trust Co 1.09% Add +1.2% 19,394 $9.9M
James Investment Research, Inc. 1.17% Reduce -12.8% 19,341 $9.8M
Eldred Rock Partners, LLC 4.11% New 19,306 $9.8M
Fulcrum Capital LLC 2.24% Add +2.7% 19,296 $9.8M
Seaview Investment Managers LLC 2.95% Add +23.4% 19,275 $9.8M
EFG Asset Management (Americas) Corp. 1.91% Add +42.1% 19,177 $9.8M
LGT Group Foundation 0.15% Reduce -7.4% 19,029 $9.7M
Mattern Capital Management, LLC 1.34% Add +0.4% 19,007 $9.7M
Soltis Investment Advisors LLC 1.02% Add +26.1% 18,920 $9.6M
Forbes J M & Co. LLP 0.99% Add +2.5% 18,910 $9.6M
Ossiam 0.18% Reduce -84.3% 18,863 $9.6M
Pitcairn Co. 0.59% Add +8.1% 18,860 $9.6M
Massachusetts Financial Services Co. 0.00% Reduce -37.3% 18,843 $9.6M
Jupiter Asset Management Ltd. 0.09% Reduce -21.0% 18,838 $9.6M
Global Retirement Partners, LLC 0.30% Add +16.3% 18,816 $9.6M
Exchange Traded Concepts, LLC 0.24% Add +5.9% 18,806 $9.6M
McKinley Carter Wealth Services, Inc. 0.61% Add +12.8% 18,796 $9.6M
Boothbay Fund Management, LLC 0.33% Add +53.7% 18,739 $9.5M
Venture Visionary Partners LLC 0.45% Add +4.2% 18,695 $9.5M
Prospera Financial Services Inc 0.26% Add +1.8% 18,527 $9.4M
Profund Advisors LLC 0.35% Reduce -1.7% 18,454 $9.4M
Americana Partners, LLC 0.74% Add +0.3% 18,393 $9.4M
Pine Valley Investments Ltd Liability Co 0.68% Add +12.7% 18,033 $9.2M
Great Waters Wealth Management 1.40% Reduce -3.4% 18,000 $9.2M
Guardian Capital Advisors LP 0.97% Reduce -2.0% 18,242 $9.1M
FourThought Financial Partners, LLC 1.18% Add +5.6% 17,939 $9.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.37% Reduce -0.7% 17,926 $9.1M
Central Bank & Trust Co. 1.27% Reduce -0.5% 17,920 $9.1M
Atlantic Union Bankshares Corp 0.57% Reduce -2.2% 17,891 $9.1M
Davis-Rea LTD. 4.54% Reduce -12.0% 17,842 $9.1M
Citizens National Bank Trust Department 2.02% Reduce -0.8% 17,829 $9.1M
RNC Capital Management LLC 0.50% Add +7.7% 17,828 $9.1M
AlTi Global, Inc. 0.24% Reduce -11.4% 17,744 $9.0M
NorthCrest Asset Manangement, LLC 0.30% Add +2.7% 17,738 $9.0M
Bank of Nova Scotia Trust Co. 1.01% Add +2.8% 17,708 $9.0M
Estabrook Capital Management 1.39% Reduce -0.9% 17,706 $9.0M
Stratos Investment Management, LLC 0.74% Add +8.1% 17,665 $9.0M
Biondo Investment Advisors, LLC 1.33% Add +2.3% 17,656 $9.0M
Evergreen Capital Management LLC 0.33% Add +7.7% 17,644 $9.0M
Morse Asset Management, Inc 2.21% Reduce -4.8% 17,631 $9.0M
Leuthold Group, LLC 1.03% Reduce -30.3% 17,547 $8.9M
Core Alternative Capital 1.78% Reduce -38.2% 17,476 $8.9M
Chronos Wealth Management, LLC 4.94% Add +2.5% 17,463 $8.9M
Security National Bank 1.29% Add +0.3% 17,427 $8.9M
Elk River Wealth Management LLC 1.72% Reduce -0.4% 17,281 $8.8M
Stonegate Investment Group, LLC 0.25% Reduce -2.8% 17,243 $8.8M
Montag & Caldwell, LLC 1.77% Reduce -21.3% 17,217 $8.8M
Ostrum Asset Management 0.76% Reduce -6.3% 17,183 $8.8M
First Trust Direct Indexing L.P. 0.54% Add +24.3% 17,178 $8.7M
Summit Global Investments 0.63% Add +53.4% 17,120 $8.7M
Thoroughbred Financial Services, LLC 0.58% Add +45.3% 17,041 $8.7M
GHP Investment Advisors, Inc. 0.43% Add +1.3% 16,932 $8.6M
Unison Asset Management LLC 4.36% Add +17.4% 16,911 $8.6M
Sheaff Brock Investment Advisors, LLC 0.80% Reduce -2.4% 16,898 $8.6M
AMG National Trust Bank 0.23% Add +8.9% 16,895 $8.6M
Ledyard National Bank 0.83% Add +4.5% 16,831 $8.6M
SYSTM Wealth Solutions LLC 1.91% Reduce -5.1% 16,813 $8.6M
Avitas Wealth Management LLC 1.25% Reduce -1.3% 16,806 $8.6M
Tradition Wealth Management, LLC 0.83% Add +0.9% 16,780 $8.5M
American Trust 0.70% Reduce -4.3% 16,730 $8.5M
Verdence Capital Advisors LLC 0.76% Add +0.8% 16,718 $8.5M
Bulltick Wealth Management, LLC 2.38% Add +44.0% 16,717 $8.5M
Blue Edge Capital, LLC 1.40% Reduce -0.2% 16,634 $8.5M
Stolper Co 2.97% Add +1.5% 16,563 $8.4M
Ballentine Partners, LLC 0.16% Reduce -15.3% 16,522 $8.4M
Puzo Michael J 2.33% Add +6.2% 16,514 $8.4M
Olstein Capital Management, L.P. 1.49% Add +13.8% 16,500 $8.4M
Winmill & Co. Inc. 2.86% No change 16,475 $8.4M
Fragasso Financial Advisors Inc 0.69% Add +3.0% 16,421 $8.4M
Silicon Valley Capital Partners 1.15% Add +13.4% 16,403 $8.4M
AIA Group Ltd 0.24% Add +3.9% 16,401 $8.4M
Burt Wealth Advisors 2.20% Reduce -5.5% 16,368 $8.3M
Bedell Frazier Investment Counselling, LLC 1.99% Add +14.1% 16,231 $8.3M
Blue Fin Capital, Inc. 1.65% Add +1.6% 16,193 $8.2M
Goelzer Investment Management, Inc. 0.46% Reduce -11.7% 16,171 $8.2M
Red Door Wealth Management, LLC 1.45% Add +7.1% 16,143 $8.2M
Texas Capital Bank Wealth Management Services Inc 0.85% Add +6.6% 16,134 $8.2M
Savant Capital, LLC 0.08% Reduce -7.0% 16,052 $8.2M
Busey Bank 0.28% Reduce -3.2% 15,986 $8.1M
Park State Asset Management 4.84% Add +4.4% 15,980 $8.1M
Griffin Asset Management, Inc. 0.94% Add +3.4% 15,975 $8.1M
Marietta Wealth Management, LLC 1.27% Add +3.9% 15,937 $8.1M
BTC Capital Management, Inc. 0.75% Reduce -0.2% 15,788 $8.0M
Picton Mahoney Asset Management 0.34% Reduce -12.0% 15,775 $8.0M
Hilton Capital Management, LLC 0.67% Add +3.6% 15,591 $7.9M
Rothschild Capital Partners, LLC 2.25% No change 15,482 $7.9M
Alley Investment Management Company, LLC 1.07% Add +0.6% 15,442 $7.9M
Colonial Trust Co / SC 1.38% Add +4.8% 15,392 $7.8M
Essex Financial Services, Inc. 0.58% Add +23.9% 13,804 $7.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.89% Add +0.2% 15,344 $7.8M
SOL Capital Management CO 0.94% Add +5.6% 15,318 $7.8M
Asset Dedication, LLC 0.54% Add +2.1% 15,244 $7.8M
Lester Murray Antman dba SimplyRich 2.45% Add +0.0% 15,199 $7.7M
Zions Bancorporation, N.A. 0.62% Reduce -8.9% 15,147 $7.7M
Sigma Investment Counselors Inc. 0.48% Add +0.1% 15,140 $7.7M
Consolidated Investment Group LLC 1.20% Reduce -8.5% 15,135 $7.7M
Spirepoint Private Client, LLC 1.09% Add +2.2% 15,103 $7.7M
Kingswood Wealth Advisors, LLC 0.69% Add +4.5% 15,102 $7.7M
Wright Investors Service Inc. 2.03% Reduce -1.8% 15,099 $7.7M
Valeo Financial Advisors, LLC 0.24% Add +9.0% 15,064 $7.7M
Meeder Advisory Services, Inc. 0.54% Add +33.6% 15,004 $7.6M
Diversify Wealth Management, LLC 0.95% — 13,388 $7.6M
Asio Capital, LLC 1.56% Add +0.4% 14,962 $7.6M
Brown Shipley& Co Ltd 3.43% Reduce -11.1% 14,948 $7.6M
Sigma Planning Corp 0.24% Reduce -5.9% 14,928 $7.6M
Schnieders Capital Management LLC 1.55% Reduce -6.8% 14,918 $7.6M
Timber Creek Capital Management LLC 2.29% Reduce -9.2% 14,892 $7.6M
Bellecapital International Ltd. 1.63% Add +3.7% 14,891 $7.6M
Thompson Investment Management, Inc. 1.17% Add +3.0% 14,779 $7.5M
Empire Life Investments Inc. 0.47% Reduce -2.9% 14,778 $7.5M
Nemes Rush Group LLC 1.03% Add +2.3% 14,770 $7.5M
Ballast, Inc. 2.31% Add +0.1% 14,768 $7.5M
Meritage Portfolio Management 0.47% Reduce -0.9% 14,759 $7.5M
Frank, Rimerman Advisors LLC 0.53% Add +61354.2% 14,749 $7.5M
Burns J W & Co. Inc. 1.01% Reduce -0.0% 14,715 $7.5M
NorthRock Partners, LLC 0.28% Add +13.6% 14,710 $7.5M
Qube Research & Technologies Ltd 0.01% Reduce -97.9% 14,703 $7.5M
Kidder Stephen W 2.34% Add +5.6% 14,693 $7.5M
MainStreet Investment Advisors LLC 0.91% Reduce -8.2% 14,682 $7.5M
Spinnaker Trust 0.48% Add +3.0% 14,664 $7.5M
Highland Capital Management, LLC 0.44% Reduce -10.1% 14,621 $7.4M
Coastline Trust Co 0.87% Reduce -4.2% 14,527 $7.4M
Gladstone Institutional Advisory LLC 0.38% Reduce -0.8% 14,508 $7.4M
Checchi Capital Advisers, LLC 0.58% Reduce -4.0% 14,494 $7.4M
Buckhead Capital Management LLC 2.50% Add +0.4% 14,486 $7.4M
U.S. Capital Wealth Advisors, LLC 0.28% Add +5.4% 14,309 $7.3M
Telos Capital Management, Inc. 0.81% Reduce -1.9% 14,280 $7.3M
Mader & Shannon Wealth Management, Inc. 4.36% Reduce -4.4% 14,238 $7.3M
Aljian Capital Management, LLC 2.40% Reduce -2.3% 14,226 $7.2M
First Hawaiian Bank 0.24% Reduce -16.5% 14,160 $7.2M
Naples Global Advisors, LLC 0.72% Add +3.7% 14,084 $7.2M
Vanguard Capital Wealth Advisors 4.85% Add +1.0% 14,063 $7.2M
Trivium Point Advisory, LLC 1.06% Add +5.2% 14,026 $7.1M
Cape Cod Five Cents Savings Bank 0.69% Add +2.1% 14,020 $7.1M
Liberty Capital Management, Inc. 1.69% Add +0.8% 13,999 $7.1M
Tradewinds, LLC. 2.19% Reduce -46.8% 13,974 $7.1M
Buck Wealth Strategies, LLC 2.10% New 13,965 $7.1M
Verition Fund Management LLC 0.06% Reduce -1.1% 13,953 $7.1M
KMG Fiduciary Partners, LLC 0.69% Reduce -3.4% 13,877 $7.1M
Duncker Streett & Co. Inc. 1.36% Reduce -1.2% 13,868 $7.1M
Resources Management Corp. /CT/ 1.03% Add +4.2% 13,839 $7.0M
Community Bank & Trust, Waco, Texas 1.76% Add +0.2% 13,810 $7.0M
Harbour Trust & Investment Management Co 0.84% Add +12.7% 13,809 $7.0M
Syon Capital LLC 0.65% Add +7.4% 13,806 $7.0M
Fulton Bank, N.A. 0.28% Add +5.0% 13,683 $7.0M
CMH Wealth Management LLC 1.71% Add +2.2% 13,679 $7.0M
Eagle Capital Management, LLC 3.05% Reduce -1.6% 13,604 $6.9M
Simplify Asset Management Inc. 0.61% Add +615.8% 13,600 $6.9M
Tritonpoint Wealth, LLC 0.67% Add +8.5% 13,592 $6.9M
Granite Investment Partners, LLC 0.29% Reduce -6.5% 13,566 $6.9M
Perigon Wealth Management, LLC 0.20% Reduce -2.1% 13,557 $6.9M
GYL Financial Synergies, LLC 0.53% Add +0.8% 13,434 $6.8M
IFP Advisors, Inc 0.27% Add +3.5% 13,278 $6.8M
Harbour Capital Advisors, LLC 1.60% Add +0.4% 13,669 $6.8M
Mirae Asset Securities (usa) Inc. 0.43% — 13,256 $6.8M
Sandy Spring Bank 0.30% Reduce -0.6% 13,252 $6.7M
Sky Investment Group LLC 1.32% Reduce -0.1% 13,234 $6.7M
Capital Investment Counsel, LLC 1.32% Add +13.5% 13,178 $6.7M
1834 Investment Advisors Co. 0.80% Reduce -10.8% 13,117 $6.7M
Meridian Wealth Advisors, LLC 1.19% Add +3.7% 13,070 $6.7M
Ritholtz Wealth Management 0.22% Reduce -18.0% 13,052 $6.6M
Canal Capital Management, LLC 1.13% Add +3.7% 13,051 $6.6M
SlateStone Wealth, LLC 0.72% Add +5.6% 13,034 $6.6M
HBK Sorce Advisory LLC 0.23% Reduce -8.6% 13,028 $6.6M
Kentucky Farm Bureau Mutual Insurance Co 1.51% No change 13,000 $6.6M
Argonautica Private Wealth Management, Inc. 2.27% Reduce -18.8% 12,998 $6.6M
Schwarz Dygos Wheeler Investment Advisors LLC 1.83% Reduce -1.0% 12,975 $6.6M
Ulland Investment Advisors, LLC 4.97% Reduce -1.5% 12,815 $6.5M
Bar Harbor Wealth Management 0.43% Reduce -0.7% 12,793 $6.5M
Lee Danner & Bass Inc. 0.50% — 12,781 $6.5M
Eisler Capital (UK) Ltd. 2.11% Reduce -63.5% 12,759 $6.5M
Independent Financial Group, LLC 0.26% Add +27.2% 12,744 $6.5M
West Family Investments, Inc. 1.94% Reduce -2.4% 12,734 $6.5M
Laurion Capital Management LP 0.21% New 12,698 $6.5M
Capital Planning Advisors, LLC 1.10% Add +1.1% 12,649 $6.4M
First Interstate Bank 0.43% Reduce -4.8% 12,644 $6.4M
Gotham Asset Management 0.08% Reduce -22.3% 12,615 $6.4M
Great Lakes Retirement, Inc. 0.88% Add +2.2% 12,587 $6.4M
GPM Growth Investors, Inc. 2.72% — 12,557 $6.4M
Waverly Advisors, LLC 0.13% Add +12.2% 12,553 $6.4M
Weatherly Asset Management L. P. 0.58% Reduce -4.2% 12,527 $6.4M
Whalerock Point Partners, LLC 1.70% Add +2.9% 12,442 $6.3M
Lindbrook Capital, LLC 0.59% Reduce -9.3% 12,423 $6.3M
Merit Financial Group, LLC 0.14% Add +5.1% 12,412 $6.3M
Hudson Edge Investment Partners Inc. 1.22% Reduce -2.8% 12,402 $6.3M
Little House Capital LLC 1.97% Add +6.7% 12,377 $6.3M
Jasper Ridge Partners, L.P. 0.20% No change 12,375 $6.3M
Field & Main Bank 2.36% Reduce -1.6% 12,375 $6.3M
Lincoln Capital Corp. 2.70% Reduce -30.2% 12,360 $6.3M
Asset Planning Services Inc. /La/ 3.31% Reduce -3.5% 12,315 $6.3M
Bayesian Capital Management, LP 0.72% New 12,300 $6.3M
World Investment Advisors 0.39% Add +387.7% 12,251 $6.2M
Marshall & Sullivan Inc. 3.10% Reduce -1.4% 12,200 $6.2M
Insigneo Advisory Services, LLC 0.70% Add +9.0% 10,890 $6.2M
Lake Street Advisors Group, LLC 0.30% Add +0.3% 12,172 $6.2M
Culbertson A N & Co. Inc. 1.08% Reduce -0.1% 12,116 $6.2M
Concourse Financial Group Securities, Inc. 0.39% Reduce -1.0% 12,114 $6.2M
Stamos Capital Partners, L.P. 1.31% Add +19.3% 12,100 $6.2M
Perkins Coie Trust Co 1.43% Reduce -1.5% 12,082 $6.2M
Strategic Wealth Investment Group, LLC 0.77% — 12,382 $6.1M
Summit Trail Advisors, LLC 0.16% Add +33.3% 12,008 $6.1M
Stiles Financial Services Inc 2.35% Add +2.2% 11,975 $6.1M
RBA Wealth Management, LLC 2.44% Add +1.3% 11,941 $6.1M
CHICAGO TRUST Co NA 1.23% Reduce -4.7% 11,923 $6.1M
Monetary Management Group Inc. 1.60% Reduce -0.4% 11,883 $6.1M
Community Financial Services Group, LLC 1.30% Add +7.0% 11,867 $6.0M
Farther Finance Advisors, LLC 0.29% Add +40.5% 12,199 $6.0M
Cornerstone Wealth Group, LLC 0.54% Add +7.9% 11,831 $6.0M
Second Half Financial Partners, LLC 4.82% Add +102.9% 11,830 $6.0M
City Holding Co. 0.88% Add +1.8% 11,741 $6.0M
Bogart Wealth, LLC 0.30% Reduce -19.4% 11,715 $6.0M
Zurich Insurance Group Ltd 0.05% No change 11,700 $6.0M
Wealthspire Advisors, LLC 0.08% Reduce -4.3% 11,699 $6.0M
Rockline Wealth Management, LLC 1.84% Add +3.3% 11,683 $5.9M
Te Ahumairangi Investment Management Ltd 1.14% Reduce -15.4% 11,646 $5.9M
Dynasty Wealth Management, LLC 0.17% Add +1.4% 11,645 $5.9M
Connecticut Wealth Management, LLC 0.31% Reduce -5.2% 11,629 $5.9M
Waldron Private Wealth LLC 0.26% Add +0.1% 11,616 $5.9M
Lanark Financial, Inc. 0.54% Reduce -1.3% 11,597 $5.9M
Value Partners Investments Inc. 0.51% Add +0.7% 11,597 $5.9M
Jaffetilchin Investment Partners, LLC 0.50% Add +3.1% 11,578 $5.9M
Legacy Advisors, LLC 0.72% Reduce -4.4% 11,556 $5.9M
PFG Investments, LLC 0.42% Reduce -10.3% 11,552 $5.9M
Integrated Advisors Network LLC 0.30% Reduce -38.7% 11,531 $5.9M
Trium Capital LLP 2.08% Reduce -27.1% 11,531 $5.9M
Clearstead Trust, LLC 1.46% Reduce -2.9% 11,524 $5.9M
Reliant Investment Management, LLC 2.76% Reduce -0.2% 11,512 $5.9M
Quadrant Capital Group LLC 0.44% Add +4.6% 11,509 $5.9M
Symmetry Investments LP 0.73% Add +19.8% 11,508 $5.9M
Barbara Oil Co. 2.56% No change 11,500 $5.9M
Keeler Thomas Management LLC 1.99% Add +3.2% 11,490 $5.9M
Plancorp, LLC 0.25% Add +0.2% 11,471 $5.8M
Landscape Capital Management, L.L.C. 0.49% New 11,463 $5.8M
Souders Financial Advisors 0.88% Add +2.3% 11,461 $5.8M
Lountzis Asset Management, LLC 2.72% Reduce -0.5% 11,440 $5.8M
Sowell Financial Services LLC 0.28% Reduce -11.6% 11,435 $5.8M
Lynch Asset Management, Inc. 2.48% No change 11,400 $5.8M
Nikulski Financial, Inc. 1.85% Add +0.1% 11,395 $5.8M
Nations Financial Group Inc, /Ia/ 0.47% Add +0.4% 11,390 $5.8M
D L Carlson Investment Group Inc. 1.12% Reduce -1.8% 11,370 $5.8M
DLK Investment Management, LLC 2.38% Add +2.4% 11,274 $5.7M
Saranac Partners Ltd 3.41% Reduce -1.1% 11,251 $5.7M
JCIC Asset Management Inc. 2.36% Reduce -0.2% 11,246 $5.7M
Capital Analysts, LLC 0.25% Add +1.1% 11,242 $5.7M
Acropolis Investment Management, LLC 0.36% Add +1.7% 11,201 $5.7M
Mirador Capital Partners LP 1.07% Reduce -4.4% 11,175 $5.7M
GeoWealth Management, LLC 0.25% Add +16.8% 11,148 $5.7M
Montag A & Associates Inc. 0.29% Reduce -1.3% 11,132 $5.7M
Bristlecone Advisors, LLC 0.48% Reduce -5.3% 11,124 $5.7M
Chatham Capital Group, Inc. 0.99% Add +2.1% 11,113 $5.7M
Avior Wealth Management, LLC 0.24% Reduce -13.0% 11,129 $5.7M
Moloney Securities Asset Management, LLC 0.82% Add +3.4% 11,068 $5.6M
GS Investments, Inc. 2.66% Reduce -0.1% 11,064 $5.6M
River Wealth Advisors LLC 0.81% Add +5.4% 11,045 $5.6M
Bank Pictet & Cie (asia) Ltd. 1.88% Add +47.0% 11,036 $5.6M
Wedmont Private Capital 0.35% Add +78.3% 10,941 $5.6M
PKO Investment Management Joint-Stock Co 0.69% Reduce -16.7% 10,989 $5.6M
Asahi Life Asset Management Co., LTD. 3.84% Reduce -15.6% 10,971 $5.6M
West Branch Capital LLC 2.08% Add +22.0% 10,970 $5.6M
Simmons Bank 0.42% Add +2.7% 10,933 $5.6M
Ayrshire Capital Management LLC 2.83% Add +1.7% 10,912 $5.6M
Csenge Advisory Group 0.32% Reduce -1.4% 10,901 $5.6M
Sandhill Capital Partners LLC 0.43% Add +0.7% 10,899 $5.6M
J. W. Coons Advisors, LLC 1.03% Add +1.2% 10,810 $5.5M
Eagle Rock Investment Company, LLC 0.99% Add +12.3% 10,795 $5.5M
Pearl River Capital, LLC 0.87% New 10,791 $5.5M
Rench Wealth Management, Inc. 1.96% Add +3.3% 10,750 $5.5M
Round Rock Advisors LLC 1.32% Add +4.2% 10,657 $5.4M
B.O.S.S. Retirement Advisors, LLC 1.38% Add +58.6% 10,624 $5.4M
Knollwood Investment Advisory, LLC 0.60% Add +24.4% 10,569 $5.4M
Blue Zone Wealth Advisors, LLC 1.86% Reduce -3.3% 10,562 $5.4M
Trust Asset Management LLC 0.45% No change 10,545 $5.4M
Northeast Financial Consultants Inc 0.25% Reduce -1.0% 10,537 $5.4M
Cypress Asset Management Inc. 1.38% Add +1.9% 10,312 $5.4M
Schonfeld Strategic Advisors LLC 0.04% Reduce -42.1% 10,468 $5.3M
Carderock Capital Management Inc. 1.39% Reduce -0.6% 10,450 $5.3M
PFG Advisors 0.36% Add +2.6% 10,449 $5.3M
Diversify Advisory Services, LLC 0.29% Reduce -11.1% 10,790 $5.3M
Fifth Third Wealth Advisors LLC 0.40% Add +30.6% 10,424 $5.3M
CreativeOne Wealth, LLC 0.27% Reduce -29.0% 10,391 $5.3M
Bank of New Hampshire 1.38% Reduce -0.5% 10,387 $5.3M
First Trust Investment Solutions L.P. 0.74% Add +2.9% 10,353 $5.3M
Engineers Gate Manager LP 0.12% Reduce -58.6% 10,309 $5.2M
Peloton Wealth Strategists 2.19% Reduce -2.0% 10,283 $5.2M
Cypress Capital Group 0.63% Add +5.5% 10,277 $5.2M
Trinity Legacy Partners, LLC 1.49% Add +1.6% 10,273 $5.2M
William B. Walkup & Associates, Inc. 3.42% — 10,256 $5.2M
Horizon Investments, LLC 0.14% Reduce -50.5% 10,248 $5.2M
Qtron Investments LLC 0.75% No change 10,241 $5.2M
Transcend Capital Advisors, LLC 0.38% Add +10.2% 10,212 $5.2M
GAMMA Investing LLC 0.71% Add +92.2% 10,206 $5.2M
Equitable Trust Co. 0.36% Add +18.5% 10,185 $5.2M
Van Den Berg Management I, Inc. 1.54% Add +71.8% 10,159 $5.2M
SageView Advisory Group, LLC 0.32% Add +2.9% 10,102 $5.1M
Commonwealth Retirement Investments LLC 2.36% Add +60.9% 10,100 $5.1M
Legacy Private Trust Co. 0.36% Reduce -1.0% 10,071 $5.1M
Trifecta Capital Advisors, LLC 1.13% Add +1.1% 10,048 $5.1M
Allen Capital Group, LLC 0.72% Add +8.5% 10,046 $5.1M
Kingsview Wealth Management, LLC 0.12% Reduce -6.7% 10,045 $5.1M
S&T Bank 1.30% Reduce -17.0% 10,041 $5.1M
Mirabaud & Cie SA 1.73% Reduce -1.3% 10,016 $5.1M
FreeGulliver LLC 3.49% Add +0.1% 10,014 $5.1M
Connable Office Inc. 0.55% Reduce -4.5% 10,010 $5.1M
Viking Fund Management LLC 0.91% Add +150.0% 10,000 $5.1M
Fairhaven Wealth Management, LLC 1.69% Add +0.7% 9,999 $5.1M
Cordatus Wealth Management LLC 1.91% Add +0.5% 9,985 $5.1M
Arden Trust Co 0.71% Reduce -4.1% 9,973 $5.1M
Greenwoods Asset Management Hong Kong Ltd. 0.13% New 9,972 $5.1M
First Fiduciary Investment Counsel, Inc. 1.10% Add +4.4% 9,967 $5.1M
Hennion & Walsh Asset Management, Inc. 0.26% Add +14.8% 9,960 $5.1M
Plimoth Trust Co. LLC 1.35% Add +9.6% 9,943 $5.1M
Claro Advisors Inc. 0.79% Reduce -5.3% 9,940 $5.1M
Berkshire Asset Management LLC 0.25% Add +4.2% 9,913 $5.0M
Weik Capital Management 2.16% Reduce -2.4% 9,898 $5.0M
Whitford Management LLC 2.92% Add +8.8% 9,860 $5.0M
Nelson Capital Management, LLC 0.89% Reduce -23.3% 9,849 $5.0M
Ameritas Advisory Services, LLC 0.19% Add +1.2% 9,798 $5.0M
Eclectic Associates Inc. 2.22% Add +0.1% 9,790 $5.0M
Solidarity Wealth, LLC 1.51% Reduce -0.5% 9,767 $5.0M
Mattson Financial Services, LLC 1.77% — 9,758 $5.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -81.5% 9,740 $5.0M
Mgo One Seven LLC 0.23% Add +6.7% 9,706 $4.9M
Holderness Investments Co. 1.16% Reduce -0.5% 9,675 $4.9M
LexAurum Advisors, LLC 1.21% Reduce -0.2% 9,654 $4.9M
Bray Capital Advisors 1.23% Add +0.4% 9,642 $4.9M
Pinnacle Holdings, LLC 2.29% Reduce -1.2% 9,606 $4.9M
Cigna Investments Inc. 0.91% Reduce -2.4% 9,600 $4.9M
Strategic Planning Group, LLC 1.07% Add +57.4% 9,595 $4.9M
Constitution Capital LLC 2.57% Add +9.1% 9,564 $4.9M
Arjuna Capital 1.31% Reduce -41.5% 9,556 $4.9M
Union Heritage Capital, LLC 1.90% No change 9,478 $4.8M
Investment House LLC 0.28% Reduce -0.8% 9,475 $4.8M
HBW Advisory Services LLC 0.80% Add +5.8% 9,431 $4.8M
Milestone Asset Management, LLC 1.20% Reduce -28.4% 9,423 $4.8M
S.E.E.D. Planning Group LLC 1.74% Add +8.6% 9,408 $4.8M
Compton Wealth Advisory Group, LLC 1.28% Add +3.6% 9,404 $4.8M
Keebeck Wealth Management 0.70% Reduce -2.0% 9,396 $4.8M
Tower View Wealth Management LLC 2.74% Reduce -1.2% 9,363 $4.8M
GM Advisory Group, LLC 0.31% Reduce -25.8% 9,362 $4.8M
Parallax Volatility Advisers, L.P. 0.14% New 9,345 $4.8M
Portside Wealth Group, LLC 0.91% Reduce -3.0% 9,345 $4.8M
Tranquility Partners, LLC 1.83% Reduce -1.3% 9,316 $4.7M
Wilmington Savings Fund Society, FSB 0.18% Add +1.1% 9,320 $4.7M
Legacy CG, LLC 1.61% Reduce -2.9% 9,310 $4.7M
FAS Wealth Partners, Inc. 0.41% Add +3.0% 9,305 $4.7M
Moody National Bank Trust Division 0.37% Add +1.9% 9,274 $4.7M
Intrust Bank NA 0.50% Reduce -3.2% 9,229 $4.7M
MMBG Investment Advisors Co. 0.50% No change 9,223 $4.7M
Beverly Hills Private Wealth, LLC 1.03% Add +6.4% 9,215 $4.7M
First National Bank of Mount Dora, Trust Investment Services 1.13% Reduce -7.1% 9,186 $4.7M
Arkadios Wealth Advisors 0.32% Reduce -2.5% 9,177 $4.7M
GC Wealth Management RIA, LLC 0.92% Add +7.1% 9,152 $4.7M
Mechanics Bank Trust Department 0.67% Reduce -5.3% 9,139 $4.7M
Pegasus Partners Ltd. 0.47% Reduce -20.3% 9,137 $4.7M
Journey Advisory Group, LLC 0.56% Reduce -0.7% 9,134 $4.7M
Bison Wealth, LLC 0.75% No change 9,366 $4.6M
Delaney Dennis R 2.50% Add +8.5% 9,096 $4.6M
Bond & Devick Financial Network, Inc. 2.48% Add +0.3% 9,094 $4.6M
Fidelis Capital Partners, LLC 0.66% Add +3.9% 8,155 $4.6M
Icon Advisers Inc. 1.06% No change 9,319 $4.6M
Centre Asset Management, LLC 1.05% Add +2.2% 8,994 $4.6M
Vanderbilt University 0.96% Add +35.1% 8,975 $4.6M
Martin Capital Partners, LLC 1.84% Reduce -2.5% 8,933 $4.5M
Portfolio Design Labs, LLC 1.40% Add +5.2% 8,926 $4.5M
Belpointe Asset Management LLC 0.32% Add +2.8% 8,901 $4.5M
CTC Alternative Strategies, Ltd. 1.92% New 8,895 $4.5M
J.W. Cole Advisors, Inc. 0.21% Add +70.3% 8,893 $4.5M
Secured Retirement Advisors, LLC 3.53% Add +15.4% 8,886 $4.5M
Lindenwold Advisors, INC 2.41% Reduce -0.6% 8,870 $4.5M
RDA Financial Network 1.48% Add +4.3% 8,866 $4.5M
Larson Financial Group LLC 0.31% Add +4.1% 8,853 $4.5M
Institutional & Family Asset Management, LLC 0.69% Reduce -0.6% 8,851 $4.5M
Inspire Trust Co, N.A. 1.49% Add +198.3% 8,851 $4.5M
IHT Wealth Management, LLC 0.17% Add +2.4% 8,813 $4.5M
NBW Capital LLC 0.89% Add +2.6% 8,832 $4.5M
Capricorn Fund Managers Ltd 3.16% Add +35.7% 8,801 $4.5M
Belmont Capital, LLC 0.84% Add +842.9% 8,797 $4.5M
Koshinski Asset Management, Inc. 0.42% Add +4.5% 9,100 $4.5M
Shorepoint Capital Partners LLC 1.05% Add +15.2% 8,785 $4.5M
Enterprise Bank & Trust Co 1.53% Reduce -1.9% 8,782 $4.5M
Centric Wealth Management 1.29% Add +4.8% 7,848 $4.5M
Notis-McConarty Edward 1.75% Add +1.4% 8,736 $4.4M
Archford Capital Strategies, LLC 0.72% Add +10.4% 8,726 $4.4M
Kintegral Advisory, LLC 0.43% Reduce -27.0% 8,720 $4.4M
Wexford Capital LP 1.12% Reduce -19.9% 8,672 $4.4M
Legacy Wealth Management, LLC / MS 1.86% Add +33.6% 8,666 $4.4M
Transamerica Financial Advisors, LLC 0.47% No change 8,638 $4.4M
Mitchell McLeod Pugh & Williams Inc. 1.00% Add +0.6% 8,630 $4.4M
Channel Wealth LLC 1.59% Add +11.3% 8,625 $4.4M
DeDora Capital, Inc. 1.35% Reduce -1.4% 8,608 $4.4M
Alcosta Capital Management, Inc. 2.70% Reduce -0.6% 8,607 $4.4M
Citizens Business Bank 0.92% Reduce -1.1% 8,579 $4.4M
UNIVEST FINANCIAL Corp 1.21% Reduce -2.0% 8,565 $4.4M
Fortis Capital Management LLC 0.93% Add +132.5% 8,563 $4.4M
Lyell Wealth Management, LP 0.42% Add +13.0% 8,556 $4.4M
SouthState Bank Corp 0.32% Add +11.4% 8,553 $4.4M
Robertson Stephens Wealth Management, LLC 0.23% Add +26.0% 8,549 $4.4M
Capital Insight Partners, LLC 0.82% Reduce -5.6% 8,536 $4.3M
DE Burlo Group Inc. 0.58% Reduce -4.5% 8,535 $4.3M
Thematics Asset Management 0.18% Reduce -19.7% 8,531 $4.3M
Jackson Hole Capital Partners, LLC 0.96% Add +4.1% 8,520 $4.3M
Clear Harbor Asset Management, LLC 0.38% Add +0.5% 8,505 $4.3M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.52% Add +39.0% 8,474 $4.3M
Western Wealth Management, LLC 0.32% Add +2.2% 8,465 $4.3M
Optimum Investment Advisors 1.93% Reduce -2.7% 8,444 $4.3M
Community Bank, N.A. 0.56% Reduce -0.7% 8,427 $4.3M
Fosun International Ltd 1.45% Add +6.8% 8,418 $4.3M
Qsemble Capital Management, LP 0.81% Add +161.3% 8,414 $4.3M
Accredited Investors Inc. 0.27% Reduce -0.8% 8,408 $4.3M
Hyman Charles D 0.24% Reduce -0.4% 8,357 $4.3M
Fullerton Fund Management Co Ltd. 0.19% Add +5.8% 8,353 $4.3M
New Hampshire Trust 0.97% Add +2.6% 8,348 $4.3M
Moneco Advisors, LLC 0.62% Reduce -3.4% 8,336 $4.2M
Scott & Selber, Inc. 1.35% Add +1.6% 8,329 $4.2M
Private Wealth Strategies, L.L.C. 0.85% Add +0.2% 8,313 $4.2M
Nicollet Investment Management, Inc. 1.58% Reduce -1.7% 8,300 $4.2M
Boston Financial Mangement LLC 0.13% Reduce -0.6% 8,249 $4.2M
Graypoint LLC 0.29% Reduce -0.3% 8,249 $4.2M
Maven Securities LTD 0.65% Add +286.0% 8,242 $4.2M
Mitchell & Pahl Private Wealth, LLC 2.21% Add +0.1% 8,223 $4.2M
Morton Community Bank 1.18% Add +6.2% 8,182 $4.2M
Wolverine Trading, LLC 0.07% Add +6.6% 8,181 $4.2M
Bluespring Wealth Management, LLC 0.45% Reduce -1.6% 8,147 $4.1M
Covenant Asset Management, LLC 0.93% Add +3.0% 8,112 $4.1M
Hancock Whitney Corp. 0.14% Reduce -57.5% 8,073 $4.1M
TFG Advisers LLC 1.59% Reduce -4.7% 8,052 $4.1M
Studio Investment Management LLC 0.93% Add +6.6% 8,045 $4.1M
Viawealth, LLC 2.53% Reduce -3.2% 8,024 $4.1M
Becker Capital Management Inc. 0.14% Reduce -1.9% 8,010 $4.1M
Moody LYNN Lieberson & Walker, LLC 0.27% Reduce -5.3% 7,993 $4.1M
Financial Partners Group, LLC 1.58% Add +1.8% 7,988 $4.1M
Raab & Moskowitz Asset Management LLC 1.11% Reduce -2.8% 7,988 $4.1M
Shayne & Jacobs, LLC 1.13% Add +2.2% 7,984 $4.1M
Waterloo Capital, L.P. 0.48% Add +13.8% 7,919 $4.0M
Advocate Group LLC 0.81% Add +2.8% 7,900 $4.0M
Independence Bank of Kentucky 1.07% Add +25.9% 7,893 $4.0M
Zega Financial, LLC 1.45% Reduce -0.3% 7,868 $4.0M
Pinnacle Wealth Management Advisory Group, LLC 0.41% Add +2.1% 7,867 $4.0M
Ingalls & Snyder LLC 0.17% Add +2.9% 7,860 $4.0M
Shufro Rose & Co. LLC 0.33% Reduce -3.9% 7,855 $4.0M
San Luis Wealth Advisors LLC 0.96% Add +11.9% 7,825 $4.0M
Moors & Cabot, Inc. 0.21% Reduce -2.9% 7,802 $4.0M
Pensionfund Sabic 1.17% No change 7,800 $4.0M
Cannell & Spears LLC 0.08% Add +0.7% 7,780 $4.0M
Private Trust Co. NA 0.43% Reduce -31.1% 7,755 $3.9M
ClariVest Asset Management LLC 0.40% Reduce -36.9% 7,755 $3.9M
Family Legacy, Inc. 1.41% Reduce -0.0% 7,750 $3.9M
Arrow Financial Corp 0.38% Reduce -5.6% 7,737 $3.9M
SevenBridge Financial Group, LLC 0.87% Reduce -0.1% 6,919 $3.9M
Sweet Financial Partners, LLC 0.90% Add +7.1% 7,703 $3.9M
Wambolt & Associates, LLC 1.14% Add +4.2% 7,926 $3.9M
Harbour Investment Management LLC 1.80% Reduce -0.1% 7,641 $3.9M
Hohimer Wealth Management, LLC 0.90% Reduce -2.1% 7,621 $3.9M
Principle Wealth Partners LLC 0.29% Add +0.7% 7,600 $3.9M
Bfsg, LLC 0.48% Add +0.9% 7,508 $3.8M
PACK Private Wealth, LLC 2.37% Add +0.1% 7,482 $3.8M
Accent Capital Management, LLC 2.33% New 7,444 $3.8M
China Universal Asset Management Co., Ltd. 0.53% Reduce -31.6% 7,428 $3.8M
Glen Eagle Advisors, LLC 0.69% Reduce -19.7% 7,428 $3.8M
Abbrea Capital, LLC 0.50% Reduce -4.9% 7,422 $3.8M
Dempze Nancy E 2.59% Add +4.1% 7,420 $3.8M
Orleans Capital Management Corp. 2.40% Reduce -7.9% 7,399 $3.8M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.55% Add +7.8% 7,375 $3.8M
WealthShield Partners, LLC 0.57% Add +8.6% 7,372 $3.8M
Naviter Wealth, LLC 0.56% Add +3.9% 7,371 $3.8M
Liberty One Investment Management, LLC 0.42% Add +18.1% 7,370 $3.8M
Point72 Asia (Singapore) Pte. Ltd. 0.78% New 7,365 $3.8M
Lineweaver Wealth Advisors, LLC 0.77% Add +8.5% 7,304 $3.7M
Founders Financial Securities LLC 0.35% Add +5.6% 7,308 $3.7M
Chemistry Wealth Management LLC 0.96% Add +9.4% 7,300 $3.7M
Valley Brook Capital Group, Inc. 2.89% Add +5.3% 7,284 $3.7M
Greenline Partners, LLC 0.56% Reduce -0.4% 7,493 $3.7M
Cox Capital Mgt LLC 2.24% Reduce -2.4% 7,268 $3.7M
BOK Financial Private Wealth, Inc. 0.27% Add +1.3% 7,265 $3.7M
Alerus Financial NA 0.28% Reduce -1.3% 7,257 $3.7M
Elgethun Capital Management 0.93% Reduce -4.9% 7,256 $3.7M
Wellington Shields Capital Management, LLC 0.67% Add +149.2% 7,232 $3.7M
Proquility Private Wealth Partners, LLC 1.26% Add +4.3% 7,227 $3.7M
Bell Bank 0.31% Add +3.0% 7,199 $3.7M
Bey-Douglas LLC 3.39% Add +0.1% 7,109 $3.7M
Central Pacific Bank - Trust Division 0.46% Reduce -1.5% 7,194 $3.7M
Delta Capital Management LLC 2.25% No change 7,190 $3.7M
Capital City Trust Co. 0.99% Add +4.1% 7,178 $3.7M
Accurate Wealth Management, LLC 0.88% Add +0.1% 7,088 $3.7M
MPS Loria Financial Planners, LLC 1.18% Add +0.5% 7,164 $3.6M
Banco de Sabadell, S.A 2.67% Reduce -1.9% 7,143 $3.6M
Bensler, LLC 0.49% Reduce -1.6% 7,145 $3.6M
Carret Asset Management, LLC 0.42% Add +1.8% 7,145 $3.6M
Piscataqua Savings Bank 3.23% Reduce -0.8% 7,135 $3.6M
Gratus Capital, LLC 0.15% Reduce -12.4% 7,115 $3.6M
Roanoke Asset Management Corp./ NY 1.21% Reduce -1.3% 7,105 $3.6M
Decatur Capital Management, Inc. 1.75% Add +2.7% 7,079 $3.6M
Pinnacle West Asset Management, Inc. 2.80% No change 7,075 $3.6M
Condor Capital Management 0.34% Reduce -0.6% 7,071 $3.6M
Birch Capital Management, LLC 1.87% Reduce -0.0% 7,066 $3.6M
Fairbanks Capital Management, Inc. 2.36% Add +2.4% 7,061 $3.6M
Compound Planning, Inc. 0.27% Add +19.5% 7,046 $3.6M
Aquatic Capital Management LLC 0.13% Reduce -94.4% 7,002 $3.6M
Valmark Advisers, Inc. 0.06% Add +3.8% 6,970 $3.5M
JB Capital LLC 0.22% Add +3.8% 6,965 $3.5M
Harrell Investment Partners, LLC 1.03% Reduce -0.7% 6,938 $3.5M
Grove Bank & Trust 0.57% Add +2.3% 6,934 $3.5M
Daymark Wealth Partners, LLC 0.16% Reduce -0.7% 116,703 $3.5M
Avestar Capital, LLC 0.39% Reduce -0.8% 6,918 $3.5M
Hilltop Holdings Inc. 0.41% Add +5.0% 6,906 $3.5M
Mattern Wealth Management LLC 0.84% Reduce -20.1% 6,843 $3.5M
Flagship Harbor Advisors, LLC 0.21% Add +0.1% 6,833 $3.5M
Templeton & Phillips Capital Management, LLC 3.09% No change 6,831 $3.5M
Dohj, LLC 0.87% Add +13.9% 6,820 $3.5M
Bollard Group LLC 0.10% Add +1.6% 6,816 $3.5M
Paragon Advisors, LLC 1.26% Reduce -1.6% 6,805 $3.5M
Blue Trust, Inc. 0.05% Add +41.0% 7,000 $3.5M
Forum Financial Management, LP 0.06% Reduce -1.5% 6,788 $3.5M
StoneX Group Inc. 0.28% Add +18.9% 6,775 $3.5M
Kovack Advisors, Inc. 0.38% Add +4.5% 6,772 $3.4M
Nilsine Partners, LLC 0.46% Reduce -10.7% 6,757 $3.4M
Clarius Group, LLC 0.24% Reduce -11.3% 6,750 $3.4M
Parisi Gray Wealth Management 1.23% Add +0.6% 6,726 $3.4M
International Assets Investment Management, LLC 0.32% Reduce -5.0% 6,712 $3.4M
Dover Advisors, LLC 2.11% Add +5.0% 6,700 $3.4M
Strategic Wealth Partners, Ltd. 0.36% Reduce -15.7% 6,691 $3.4M
Sugarloaf Wealth Management, LLC 0.61% Add +2.0% 6,674 $3.4M
RiverPark Advisors, LLC 2.81% Reduce -0.3% 6,673 $3.4M
Occidental Asset Management, LLC 0.60% Add +6.0% 6,669 $3.4M
Costello Asset Management, INC 2.52% Reduce -5.9% 6,648 $3.4M
Royal Capital Wealth Management, LLC 2.54% Reduce -0.5% 6,631 $3.4M
Pathway Financial Advisers, LLC 1.21% Add +3.5% 6,718 $3.4M
AdvisorNet Financial, Inc 0.31% Add +10.9% 6,615 $3.4M
Westover Capital Advisors, LLC 0.87% Reduce -8.9% 6,605 $3.4M
Jessup Wealth Management, Inc 1.43% Add +2.9% 6,584 $3.4M
Concord Wealth Partners 0.59% Add +10.8% 6,584 $3.4M
Concord Asset Management, LLC 0.83% Add +12.6% 6,554 $3.3M
Bay Rivers Group 1.72% Add +2.3% 6,503 $3.3M
KP Management LLC 1.25% Add +30.0% 6,500 $3.3M
Joseph Group Capital Management 1.72% Add +13.3% 6,491 $3.3M
Focus Partners Advisor Solutions, LLC 0.09% Reduce -35.6% 6,474 $3.3M
Regent Peak Wealth Advisors LLC 0.75% Reduce -1.1% 6,450 $3.3M
Taikang Asset Management (Hong Kong) Co Ltd 0.51% Add +221.9% 6,439 $3.3M
Capital Asset Advisory Services LLC 0.18% Reduce -6.5% 6,659 $3.3M
Gsa Capital Partners LLP 0.23% Add +104.1% 6,418 $3.3M
Financial Advisory Partners, LLC 1.22% Reduce -2.3% 6,415 $3.3M
Smithfield Trust Co 0.17% Add +2.3% 6,390 $3.3M
Wunderlich Capital Managemnt 1.46% Add +5.5% 6,405 $3.3M
Brady Family Wealth, LLC 1.05% Add +0.6% 6,396 $3.3M
E Fund Management Co., Ltd. 0.18% Reduce -26.7% 6,381 $3.2M
Foster & Motley Inc. 0.22% Add +0.4% 6,377 $3.2M
DF Dent & Co. Inc. 0.04% Reduce -4.1% 6,372 $3.2M
M&R Capital Management Inc. 0.77% Add +3.7% 6,368 $3.2M
Two Sigma Investments, LP 0.01% Reduce -94.9% 6,354 $3.2M
Farmers National Bank 0.97% Add +15.5% 6,351 $3.2M
Centaurus Financial, Inc. 0.22% Add +76.9% 6,343 $3.2M
Signet Investment Advisory Group, Inc. 1.73% Add +7.0% 6,342 $3.2M
Insight Wealth Strategies, LLC 0.46% Add +2.6% 6,342 $3.2M
Harbour Investments, Inc. 0.11% Add +1.4% 6,336 $3.2M
Beacon Bank & Trust 0.81% Reduce -5.9% 6,326 $3.2M
Sound View Wealth Advisors Group, LLC 0.33% Add +1.3% 6,321 $3.2M
Somerset Trust Co 1.32% Add +1.4% 6,299 $3.2M
Strategic Advisors LLC 0.62% Add +0.1% 6,241 $3.2M
Davidson Capital Management Inc. 0.98% Add +37.6% 6,239 $3.2M
Guardian Wealth Advisors, LLC / NC 0.37% Add +3.4% 6,235 $3.2M
Investment Research & Advisory Group, Inc. 1.40% Add +0.8% 6,216 $3.2M
Harmony Asset Management LLC 1.32% Reduce -2.8% 6,178 $3.1M
Greenfield Savings Bank 1.62% Reduce -0.6% 6,178 $3.1M
First Horizon Advisors, Inc. 0.10% Reduce -4.8% 6,139 $3.1M
Murphy Pohlad Asset Management LLC 1.34% Reduce -19.7% 6,109 $3.1M
Cassaday & Co Wealth Management LLC 0.10% Add +9.7% 6,094 $3.1M
L & S Advisors Inc 0.40% Add +31.0% 6,092 $3.1M
Renasant Bank 2.13% Reduce -5.2% 6,089 $3.1M
GLOBALT Investments LLC / GA 0.12% Reduce -3.6% 6,084 $3.1M
Norden Group LLC 0.63% Add +15.6% 6,080 $3.1M
Fortis Group Advisors, LLC 0.61% Reduce -38.7% 6,073 $3.1M
Brown Miller Wealth Management, LLC 1.28% Add +2.6% 6,072 $3.1M
Pinnacle Wealth Planning Services, Inc. 0.44% Add +1.1% 6,072 $3.1M
Modern Wealth Management, LLC 0.23% Add +14.2% 6,069 $3.1M
TrueMark Investments, LLC 1.05% Add +56.9% 6,046 $3.1M
Stablepoint Partners, LLC 0.59% Add +8.5% 5,401 $3.1M
Barings LLC 0.08% Reduce -14.6% 6,006 $3.1M
SteelPeak Wealth, LLC 0.14% Add +31.9% 5,979 $3.0M
Fagan Associates, Inc. 0.53% Add +1.5% 5,972 $3.0M
Joel Isaacson & Co., LLC 0.16% Reduce -0.9% 5,969 $3.0M
Affiance Financial, LLC 0.79% Reduce -25.0% 5,968 $3.0M
Rothschild Investment LLC 0.21% Add +35.6% 5,944 $3.0M
Gifford Fong Associates 0.80% No change 5,918 $3.0M
Alliance Wealth Advisors, LLC 0.88% Add +3.7% 5,891 $3.0M
Rossmore Private Capital 0.39% Reduce -0.4% 5,880 $3.0M
Northside Capital Management, LLC 0.51% No change 5,863 $3.0M
Gryphon Financial Partners LLC 0.45% Add +16.8% 5,855 $3.0M
Wealthcare Advisory Partners LLC 0.09% Add +6.1% 5,847 $3.0M
Cetera Trust Company, N.A 1.87% Reduce -7.9% 5,835 $3.0M
Sepio Capital, LP 0.27% Add +0.3% 5,822 $3.0M
M Holdings Securities, Inc. 0.38% New 5,810 $3.0M
Elmwood Wealth Management, Inc. 1.32% Reduce -5.4% 5,808 $3.0M
Globeflex Capital L P 0.31% Reduce -51.9% 5,795 $3.0M
Cunning Capital Partners, LP 1.65% No change 5,780 $2.9M
Shepherd Financial Partners LLC 0.38% Reduce -1.3% 5,777 $2.9M
Avantax Planning Partners, Inc. 0.09% Reduce -14.4% 5,774 $2.9M
New England Research & Management, Inc. 1.41% Reduce -2.9% 5,760 $2.9M
Great Diamond Partners, LLC 0.69% Reduce -3.7% 5,749 $2.9M
Inscription Capital, LLC 0.47% Reduce -5.8% 5,735 $2.9M
Conscious Wealth Investments, LLC 2.10% Add +0.8% 5,261 $2.9M
Anderson Hoagland & Co. 0.31% Reduce -1.3% 5,928 $2.9M
Rehmann Capital Advisory Group 0.21% Reduce -3.5% 5,721 $2.9M
Okabena Investment Services Inc. 0.92% Add +12.9% 5,721 $2.9M
Privium Fund Management (UK) Ltd 1.13% No change 5,926 $2.9M
Brown Financial Advisors 1.30% — 5,691 $2.9M
Sentinel Trust Co. Lba 0.36% No change 5,690 $2.9M
Wealth Architects, LLC 0.35% Add +0.8% 5,688 $2.9M
Trust Co. of Toledo NA 0.42% Add +9.6% 5,675 $2.9M
Symphony Financial, Ltd. Co. 0.53% Add +35.3% 5,900 $2.9M
DORCHESTER WEALTH MANAGEMENT Co 0.56% Reduce -27.3% 5,661 $2.9M
AIMZ Investment Advisors, LLC 1.03% Reduce -0.3% 5,645 $2.9M
CoreCap Advisors, LLC 0.30% Add +12.8% 5,639 $2.9M
Snider Financial Group 1.11% Add +3.7% 5,631 $2.9M
Brasada Capital Management, LP 0.51% Add +10.4% 5,680 $2.9M
Strategic Financial Services, Inc. 0.18% Reduce -5.4% 5,609 $2.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.09% Add +4.0% 5,593 $2.8M
Gladius Capital Management LP 2.84% Add +59.7% 5,584 $2.8M
Wrapmanager Inc. 0.78% Reduce -9.4% 5,564 $2.8M
Wealth Alliance, LLC 0.36% Add +1.3% 5,548 $2.8M
Parkside Financial Bank & Trust 0.44% Reduce -1.8% 5,543 $2.8M
Patten Group, Inc. 0.67% Reduce -0.0% 5,540 $2.8M
Wintrust Investments LLC 0.23% Reduce -25.1% 5,540 $2.8M
Nicolet Advisory Services, LLC 0.27% Reduce -5.4% 5,615 $2.8M
JPL Wealth Management, LLC 1.37% Add +13.3% 5,481 $2.8M
PGIM Custom Harvest LLC 0.06% Add +511.2% 5,476 $2.8M
Platte River Wealth Advisors, LLC 0.78% No change 5,476 $2.8M
Hartford Funds Management Co LLC 0.26% Add +12.2% 5,464 $2.8M
Realta Investment Advisors 0.54% Add +0.7% 5,457 $2.8M
Relyea Zuckerberg Hanson LLC 0.46% Reduce -7.5% 5,433 $2.8M
Mission Creek Capital Partners, Inc. 0.70% Add +15.1% 5,431 $2.8M
Formidable Asset Management, LLC 0.45% Add +5.0% 5,418 $2.8M
Rodgers Brothers Inc. 0.37% Add +543.4% 5,417 $2.8M
Columbia Bank 1.07% Add +3.5% 5,412 $2.8M
My Legacy Advisors, LLC 0.88% Reduce -1.3% 5,410 $2.8M
Bourgeon Capital Management LLC 0.54% Reduce -19.3% 5,395 $2.7M
Whitener Capital Management, Inc. 0.83% Add +16.9% 5,392 $2.7M
Rice Partnership, LLC 0.60% Reduce -2.7% 5,386 $2.7M
Quadcap Wealth Management, LLC 0.49% Add +38.6% 5,365 $2.7M
RB Capital Management, LLC 0.73% Add +1.3% 5,359 $2.7M
Premier Path Wealth Partners, LLC 0.46% Reduce -4.9% 5,357 $2.7M
Hall Capital Management Co. Inc. 1.30% Add +6.3% 5,343 $2.7M
Brooklyn Investment Group 1.16% No change 5,521 $2.7M
Legacy Financial Advisors, Inc. 0.48% Add +1.5% 5,306 $2.7M
Oxford Wealth Group, LLC 1.84% Add +64.8% 5,256 $2.7M
Circle Wealth Management, LLC 0.06% Reduce -7.8% 5,250 $2.7M
Mather Group, Llc. 0.03% Add +8.2% 5,403 $2.7M
Manchester Capital Management LLC 0.32% Reduce -4.5% 5,245 $2.7M
Richwood Investment Advisors, LLC 2.34% Reduce -0.4% 5,244 $2.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.44% Add +2.1% 5,229 $2.7M
Eads & Heald Wealth Management 1.29% Reduce -3.4% 5,223 $2.7M
Prelude Capital Management, LLC 0.22% Add +56.7% 5,219 $2.7M
CNB Bank 1.27% Add +62.0% 5,198 $2.6M
Red Cedar Investment Management, LLC 0.36% No change 5,195 $2.6M
Hartford Financial Management Inc. 0.57% Add +8.0% 5,182 $2.6M
ROI Financial Advisors, LLC 1.92% Reduce -4.7% 5,182 $2.6M
Chemung Canal Trust Co. 0.51% Reduce -1.0% 5,159 $2.6M
Greater Midwest Financial Group, LLC 1.66% Add +5.0% 4,510 $2.6M
Harel Insurance Investments & Financial Services Ltd. 0.05% Reduce -7.1% 5,233 $2.6M
Affinity Investment Advisors, LLC 1.96% Reduce -0.1% 5,128 $2.6M
Harfst & Associates, Inc. 0.61% Add +0.2% 5,122 $2.6M
Freedom Investment Management, Inc. 0.21% Add +1.7% 5,107 $2.6M
Waypoint Capital Advisors, LLC 0.65% Add +0.8% 5,103 $2.6M
Keel Point, LLC 0.23% Add +11.4% 4,506 $2.6M
Moser Wealth Advisors, LLC 1.40% Add +2.6% 5,060 $2.6M
Apexium Financial, LP 0.18% Reduce -0.5% 5,034 $2.6M
Cottage Street Advisors LLC 1.51% Reduce -0.9% 5,017 $2.6M
Cornercap Investment Counsel Inc. 0.42% Reduce -3.2% 5,014 $2.6M
Boston Family Office LLC 0.18% Add +4.6% 5,013 $2.6M
Brick & Kyle, Associates 1.06% New 5,003 $2.5M
Susquehanna International Securities, Ltd. 0.93% New 5,000 $2.5M
Marion Wealth Management 0.74% Add +5.0% 4,969 $2.5M
Bigelow Investment Advisors, LLC 1.21% Reduce -2.1% 4,968 $2.5M
Ami Investment Management Inc. 0.88% Add +0.3% 4,962 $2.5M
BKM Wealth Management, LLC 1.21% Reduce -3.8% 4,961 $2.5M
L.M. Kohn & Company 0.68% Reduce -0.1% 4,956 $2.5M
Confluence Wealth Services, Inc. 0.20% Add +4.5% 4,951 $2.5M
Sheets Smith Wealth Management 0.30% Reduce -5.4% 4,942 $2.5M
KKM Financial LLC 1.19% Add +0.7% 4,974 $2.5M
Geller Advisors LLC 0.19% Reduce -5.8% 4,930 $2.5M
Van Cleef Asset Management,Inc 0.31% Reduce -7.1% 4,918 $2.5M
Blue Square Asset Management, LLC 1.46% Reduce -2.1% 4,915 $2.5M
MeadowBrook Investment Advisors LLC 2.41% Reduce -0.7% 4,907 $2.5M
LM Advisors LLC 0.50% Add +2.4% 4,903 $2.5M
Ameliora Wealth Management Ltd. 1.13% Add +1.0% 4,892 $2.5M
North Star Investment Management Corp. 0.18% Reduce -0.6% 4,889 $2.5M
RFG Advisory, LLC 0.08% Add +5.0% 4,888 $2.5M
Marcum Wealth, LLC 0.25% Reduce -1.1% 4,884 $2.5M
WP Advisors, LLC 0.79% Add +0.5% 4,883 $2.5M
Monte Financial Group, LLC 1.09% Add +1.7% 4,870 $2.5M
Finivi Inc. 2.05% Add +0.8% 4,867 $2.5M
Vestmark Advisory Solutions, Inc. 0.10% Reduce -1.3% 4,866 $2.5M
Arete Wealth Advisors, LLC 0.20% New 4,922 $2.5M
Itau Unibanco Holding S.A. 0.10% New 4,846 $2.5M
TrinityPoint Wealth, LLC 0.39% Reduce -48.8% 4,845 $2.5M
Criterion Capital Advisors, LLC 1.55% Add +2.2% 4,833 $2.5M
Magnus Financial Group LLC 0.28% Add +1.4% 4,833 $2.5M
Next Century Growth Investors LLC 0.20% Reduce -0.3% 4,833 $2.5M
PDS Planning, Inc 0.25% Reduce -2.7% 4,823 $2.5M
Country Club Bank 0.17% Add +1.4% 5,047 $2.5M
Counterweight Ventures, LLC 1.85% Add +1.6% 4,808 $2.4M
Second Line Capital, LLC 0.75% Add +9.1% 4,798 $2.4M
Chesapeake Wealth Management 0.88% Reduce -0.3% 4,791 $2.4M
Boomfish Wealth Group, LLC 1.58% Add +2.6% 4,784 $2.4M
Alaethes Wealth, LLC 1.01% Add +2.8% 4,777 $2.4M
McDonald Partners LLC 0.65% Add +1.0% 4,770 $2.4M
Centiva Capital, LP 0.12% Reduce -2.6% 4,770 $2.4M
Palumbo Wealth Management LLC 1.03% Add +19.9% 4,770 $2.4M
Kathmere Capital Management, LLC 0.26% Add +25.1% 4,768 $2.4M
Interchange Capital Partners, LLC 0.89% Add +215.3% 4,768 $2.4M
Court Place Advisors, LLC 0.76% Reduce -1.4% 4,759 $2.4M
Hilltop National Bank 0.78% Reduce -2.6% 4,754 $2.4M
Palouse Capital Management, Inc. 1.62% Reduce -3.1% 4,752 $2.4M
Cidel Asset Management Inc. 0.19% Add +4.4% 4,740 $2.4M
FORA Capital, LLC 0.29% Reduce -88.6% 4,728 $2.4M
Wolverine Asset Management LLC 0.23% Add +4.1% 4,721 $2.4M
Parsons Capital Management Inc. 0.16% Reduce -8.8% 4,720 $2.4M
Sage Mountain Advisors LLC 0.22% Add +24.8% 4,720 $2.4M
BigSur Wealth Management LLC 0.74% Add +4.1% 4,718 $2.4M
Sentry Investment Management LLC 1.07% Reduce -17.0% 4,714 $2.4M
Personal Cfo Solutions, LLC 0.37% Add +0.1% 4,711 $2.4M
Alberta Investment Management Corp 0.03% Reduce -80.9% 4,709 $2.4M
First National Advisers, LLC 0.44% Add +9.0% 4,700 $2.4M
Meeder Asset Management Inc. 0.17% Reduce -82.3% 4,692 $2.4M
Welch & Forbes LLC 0.03% Add +1.8% 4,820 $2.4M
Stableford Capital II LLC 0.94% Add +0.3% 4,152 $2.4M
JNBA Financial Advisors 0.25% No change 4,666 $2.4M
Manhattan West Asset Management, LLC 0.64% Reduce -27.9% 4,666 $2.4M
Canandaigua National Bank & Trust Co. 0.26% Reduce -9.0% 4,656 $2.4M
Sterling Investment Management, LLC 1.80% Reduce -11.6% 4,656 $2.4M
Harvey Investment Co. LLC 0.28% Reduce -1.1% 4,651 $2.4M
Means Investment Co., Inc. 0.28% Reduce -13.6% 4,629 $2.4M
Applied Capital LLC 2.05% Add +3.4% 4,615 $2.4M
Paralel Advisors LLC 0.11% Add +14.0% 4,615 $2.4M
Oak Asset Management, LLC 0.86% No change 4,614 $2.3M
One Capital Management, LLC 0.08% Add +67.9% 4,611 $2.3M
Fielder Capital Group LLC 0.90% Reduce -0.3% 4,597 $2.3M
Payden & Rygel Investment Group 0.19% Reduce -84.9% 4,580 $2.3M
Payden & Rygel 0.19% Reduce -84.9% 4,580 $2.3M
Aft, Forsyth & Sober, LLC 0.80% No change 4,575 $2.3M
Wealth Alliance Advisory Group, LLC 0.52% Add +15.6% 4,572 $2.3M
Perbak Capital Partners LLP 0.69% New 4,570 $2.3M
SilverOak Wealth Management LLC 0.55% Reduce -0.3% 4,526 $2.3M
Cape Ann Savings Bank 1.43% Reduce -3.5% 4,520 $2.3M
Main Street Financial Solutions, LLC 0.22% Add +8.1% 4,514 $2.3M
Accretive Wealth Partners, LLC 0.96% Add +1.1% 4,509 $2.3M
Trueblood Wealth Management, LLC 1.29% Reduce -5.2% 4,494 $2.3M
Pure Financial Advisors, LLC 0.06% Add +1.7% 4,469 $2.3M
Voya Financial Advisors, Inc. 0.26% Add +5.2% 4,671 $2.3M
Northeast Financial Group, Inc. 0.97% Add +3.4% 4,446 $2.3M
Weaver Capital Management LLC 0.73% Reduce -0.8% 4,443 $2.3M
Wealth Effects LLC 0.82% Add +25.6% 4,427 $2.3M
Summit Place Financial Advisors, LLC 1.33% Add +212.1% 4,416 $2.2M
Advisory Alpha, LLC 0.09% Add +7.8% 4,415 $2.2M
LaFleur & Godfrey LLC 0.33% Add +1.3% 4,414 $2.2M
Gilliland Jeter Wealth Management LLC 0.76% Reduce -4.1% 4,411 $2.2M
CIC Wealth, LLC 0.62% Add +4.4% 4,407 $2.2M
Cahill Financial Advisors Inc. 0.31% Add +0.1% 4,406 $2.2M
Financial Advocates Investment Management 0.14% Reduce -5.3% 4,381 $2.2M
Radnor Capital Management, LLC 0.68% Reduce -4.5% 4,379 $2.2M
Vantage Financial Partners Ltd., Inc. 0.55% Reduce -0.2% 4,377 $2.2M
Symmetry Partners, LLC 0.11% Reduce -26.5% 4,371 $2.2M
Canopy Partners, LLC 1.03% Reduce -3.3% 4,369 $2.2M
Beaumont Financial Advisors, LLC 0.18% Reduce -1.0% 4,369 $2.2M
Schear Investment Advisers, LLC 1.60% Add +2.0% 4,352 $2.2M
Catalyst Financial Partners LLC 0.48% Add +9.7% 4,325 $2.2M
Fairfield Financial Advisors, LTD 0.65% — 4,309 $2.2M
Aspiriant, LLC 0.09% Reduce -29.0% 4,308 $2.2M
Ellenbecker Investment Group 0.44% Add +3.4% 4,302 $2.2M
Financial Perspectives, Inc 0.81% Add +0.1% 4,299 $2.2M
Legato Capital Management LLC 0.29% Reduce -25.1% 4,293 $2.2M
FUKOKU MUTUAL LIFE INSURANCE Co 0.17% Reduce -5.5% 4,282 $2.2M
Northcape Wealth Management, LLC 0.78% Add +3.4% 4,277 $2.2M
Vise Technologies, Inc. 0.38% Reduce -8.1% 4,276 $2.2M
Tyche Wealth Partners LLC 0.53% Add +12.3% 4,275 $2.2M
IFG Advisory, LLC 0.14% New 4,272 $2.2M
Altfest L J & Co. Inc. 0.30% Reduce -9.5% 4,262 $2.2M
MRA Advisory Group 1.24% Reduce -14.0% 4,261 $2.2M
Park Place Capital Corp 0.69% Add +1.8% 4,251 $2.2M
First Business Financial Services, Inc. 0.23% Add +1.9% 4,243 $2.2M
Horizon Investment Services, LLC 1.02% Reduce -17.1% 4,236 $2.2M
Hardy Reed LLC 0.22% New 4,224 $2.2M
Trust Point Inc. 0.17% Reduce -1.6% 4,215 $2.1M
SWS Partners 0.64% Reduce -17.4% 4,232 $2.1M
Frisch Financial Group, Inc. 0.65% Reduce -2.0% 4,209 $2.1M
Mayflower Financial Advisors, LLC 0.35% Add +2.1% 4,208 $2.1M
Townsend & Associates, Inc 0.24% Reduce -0.9% 3,752 $2.1M
Freedom Day Solutions, LLC 0.72% Reduce -4.2% 4,191 $2.1M
Vista Finance, LLC 3.27% Add +2.3% 4,189 $2.1M
9258 Wealth Management, LLC 0.33% Reduce -1.8% 4,188 $2.1M
Empire Financial Management Company, LLC 0.70% Add +3.4% 4,179 $2.1M
Romano Brothers and Company 0.29% Add +0.8% 4,178 $2.1M
Left Brain Wealth Management, LLC 0.99% Add +1.6% 4,177 $2.1M
Triangle Securities Wealth Management 0.60% Reduce -0.1% 4,171 $2.1M
Oak Associates Ltd. 0.14% No change 4,169 $2.1M
Herold Advisors, Inc. 0.49% Add +6.8% 4,164 $2.1M
Nebula Research & Development LLC 0.34% Reduce -5.0% 4,143 $2.1M
Vista Investment Management 0.85% Add +2.3% 4,139 $2.1M
Lawson Kroeker Investment Management Inc. 0.41% No change 4,116 $2.1M
Prestige Wealth Management Group LLC 0.45% Reduce -4.0% 4,106 $2.1M
IMS Capital Management 0.98% Reduce -3.5% 3,601 $2.1M
Mason & Associates Inc 0.56% Add +23.0% 4,106 $2.1M
Capital Management Associates, Inc 1.26% New 4,100 $2.1M
Retirement Guys Formula LLC 1.00% Add +9.3% 4,097 $2.1M
Platform Technology Partners 0.72% — 4,096 $2.1M
Nvwm, LLC 0.56% Add +3.6% 4,093 $2.1M
Redwood Investment Management, LLC 0.18% Reduce -1.0% 4,019 $2.1M
Drive Wealth Management, LLC 0.56% Add +5.4% 4,087 $2.1M
Journey Strategic Wealth LLC 0.09% Add +34.3% 4,086 $2.1M
V-Square Quantitative Management LLC 0.34% Reduce -38.4% 4,082 $2.1M
Secure Asset Management, LLC 0.39% Add +128.3% 4,073 $2.1M
Occudo Quantitative Strategies LP 0.37% Add +20.9% 4,064 $2.1M
Prosperitas Financial LLC 1.26% Add +17.1% 4,062 $2.1M
IMA Advisory Services, Inc. 0.91% Add +1.4% 4,051 $2.1M
Sierra Capital LLC 0.28% No change 4,047 $2.1M
Creegan & Nassoura Financial Group, LLC 1.41% No change 4,035 $2.1M
Quent Capital, LLC 0.22% Reduce -4.5% 4,008 $2.0M
Strategic Blueprint, LLC 0.14% Reduce -2.8% 4,000 $2.0M
Groesbeck Investment Management Corp. 2.82% Add +3.9% 3,996 $2.0M
Optas, LLC 0.52% Reduce -3.9% 3,994 $2.0M
Comprehensive Financial Consultants Institutional, Inc. 0.80% Add +12.9% 3,992 $2.0M
Oakworth Capital, Inc. 0.15% Add +9.6% 3,986 $2.0M
Ahl Investment Management, Inc. 1.49% Reduce -1.3% 3,984 $2.0M
Consilium Wealth Advisory, LLC 1.10% Reduce -5.8% 3,962 $2.0M
First Nebraska Trust Co 0.21% Reduce -2.2% 3,962 $2.0M
Revolve Wealth Partners, LLC 0.33% Reduce -3.1% 3,953 $2.0M
Aries Wealth Management 0.63% Reduce -0.6% 3,950 $2.0M
Prosperity Consulting Group, LLC 0.27% Reduce -1.0% 3,948 $2.0M
Legacy Capital Wealth Partners, LLC 0.51% New 3,947 $2.0M
One Wealth Advisors, LLC 0.43% Add +6.9% 3,587 $2.0M
Highview Capital Management LLC 0.83% Add +0.2% 3,935 $2.0M
Ceeto Capital Group, LLC 0.78% Add +14.6% 3,926 $2.0M
Moss Adams Wealth Advisors LLC 0.28% Add +11.2% 3,926 $2.0M
MGB Wealth Management, LLC 0.75% Add +0.4% 3,951 $2.0M
Oarsman Capital, Inc. 0.44% Add +5.2% 3,921 $2.0M
Scharf Investments, LLC 0.06% Add +4.3% 3,889 $2.0M
Certified Advisory Corp 0.25% Reduce -8.1% 3,889 $2.0M
Everhart Financial Group, Inc. 0.51% Reduce -3.1% 3,874 $2.0M
Sargent Investment Group, LLC 0.40% Add +32.2% 3,868 $2.0M
Menard Financial Group LLC 1.40% Add +1.6% 3,843 $2.0M
Stokes Family Office, LLC 0.23% Add +12.1% 3,836 $2.0M
Emprise Bank 1.20% Reduce -0.7% 3,831 $2.0M
Opal Wealth Advisors, LLC 0.63% Reduce -2.0% 3,825 $1.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -14.3% 3,547 $1.9M
Bank Hapoalim BM 0.29% Reduce -14.6% 3,818 $1.9M
Ables, Iannone, Moore & Associates, Inc. 1.28% Add +4.8% 3,806 $1.9M
Delta Investment Management, LLC 0.43% Add +627.6% 3,798 $1.9M
Key Financial Inc 0.46% Add +4.0% 3,797 $1.9M
DT Investment Partners, LLC 0.17% Add +0.3% 3,775 $1.9M
Commons Capital, LLC 2.31% Add +4.5% 3,770 $1.9M
Signature Estate & Investment Advisors LLC 0.05% Add +192.8% 3,768 $1.9M
MIdWestOne Financial Group, Inc. 0.35% Reduce -4.0% 3,768 $1.9M
Goepper Burkhardt LLC 0.86% No change 3,742 $1.9M
Capital Investment Advisory Services, LLC 0.20% Add +10.6% 3,740 $1.9M
Rede Wealth, LLC 1.75% Add +3.2% 3,734 $1.9M
Simon Quick Advisors, LLC 0.13% Add +21.8% 3,719 $1.9M
ZWJ Investment Counsel Inc. 0.08% Add +1.9% 3,699 $1.9M
Willner & Heller, LLC 1.80% Reduce -1.4% 3,697 $1.9M
Leonteq Securities AG 0.26% Reduce -37.9% 3,695 $1.9M
Fiduciary Group, LLC 0.20% Add +0.5% 3,695 $1.9M
Smartleaf Asset Management LLC 0.31% Add +17.6% 3,864 $1.9M
IAM Advisory, LLC 0.51% Add +1.7% 3,687 $1.9M
Hartline Investment Corp./ 0.25% Reduce -28.1% 3,680 $1.9M
US Asset Management LLC 1.69% Reduce -3.5% 3,671 $1.9M
Walter & Keenan Wealth Management LLC /in/ 0.59% Add +1.6% 3,667 $1.9M
MWA Asset Management 1.32% Add +13.2% 3,647 $1.9M
Delta Financial Advisors LLC 0.72% Add +0.8% 3,626 $1.8M
Relative Value Partners Group, LLC 0.24% Add +233.9% 3,623 $1.8M
Lake Street Private Wealth, LLC 0.24% Reduce -1.9% 3,623 $1.8M
BCGM Wealth Management, LLC 0.64% Reduce -1.2% 3,615 $1.8M
Paulson Wealth Management Inc. 0.54% Reduce -0.5% 3,601 $1.8M
Pettee Investors, Inc. 0.88% Reduce -8.1% 3,587 $1.8M
SkyOak Wealth, LLC 0.43% Add +7.4% 3,583 $1.8M
Summit X, LLC 0.41% Add +65.7% 3,562 $1.8M
Jacobi Capital Management LLC 0.16% Reduce -6.2% 3,560 $1.8M
Ramirez Asset Management, Inc. 0.37% No change 3,559 $1.8M
Quotient Wealth Partners, LLC 0.06% Add +25.3% 3,534 $1.8M
RMR Wealth Builders 0.21% Add +1.1% 3,531 $1.8M
Foster Group, Inc. 0.07% Add +3.7% 3,531 $1.8M
Hudson Canyon Capital Management 1.21% Reduce -4.3% 3,518 $1.8M
Evernest Financial Advisors, LLC 0.80% Add +3.5% 3,515 $1.8M
Intellectus Partners, LLC 0.49% Add +8.5% 3,513 $1.8M
Money Concepts Capital Corp. 0.15% Add +4.9% 3,511 $1.8M
Patriot Financial Group Insurance Agency, LLC 0.26% Add +7.9% 3,497 $1.8M
Aaron Wealth Advisors LLC 0.25% Reduce -6.6% 3,489 $1.8M
Strategic Investment Advisors / MI 0.22% Reduce -3.6% 3,489 $1.8M
Seven Eight Capital, LP 0.19% Reduce -29.8% 3,487 $1.8M
Stratos Wealth Advisors, LLC 0.09% Reduce -38.5% 3,486 $1.8M
KLCM Advisors, Inc. 0.22% Reduce -0.7% 3,485 $1.8M
Signature Wealth Management Group 0.78% Add +2.7% 3,485 $1.8M
James J. Burns & Company, LLC 0.35% New 3,482 $1.8M
Intact Investment Management Inc. 0.07% Add +12.3% 3,480 $1.8M
HMS Capital Management, LLC 0.92% Add +0.1% 3,467 $1.8M
Semmax Financial Advisors Inc. 0.53% Reduce -23.4% 3,071 $1.8M
KPP Advisory Services LLC 0.47% Add +9.1% 3,460 $1.8M
Tilia Fiduciary Partners, Inc. 1.38% Add +5.0% 3,456 $1.8M
Sterling Investment Counsel, LLC 0.69% Add +0.8% 3,453 $1.8M
Prairie Wealth Advisors, Inc. 0.89% Reduce -17.4% 3,449 $1.8M
GAMCO Investors 0.02% Reduce -24.5% 3,449 $1.8M
ORBA Wealth Advisors, L.L.C. 0.91% Add +4.2% 3,445 $1.8M
Cobblestone Capital Advisors LLC 0.11% Reduce -1.2% 3,443 $1.8M
Prossimo Advisors, LLC 1.58% Add +9.5% 3,437 $1.8M
Florida Financial Advisors, LLC 1.05% Add +21.7% 3,768 $1.7M
Ted Buchan & Co 0.94% Add +30.1% 3,433 $1.7M
Kirtland Hills Capital Management, LLC 1.45% Reduce -0.5% 3,428 $1.7M
FSM Wealth Advisors, LLC 0.59% Reduce -2.8% 3,428 $1.7M
Intrua Financial, LLC 0.28% Add +19.4% 3,421 $1.7M
Cornerstone Advisory, LLC 0.24% Reduce -9.6% 3,413 $1.7M
Continuum Advisory, LLC 0.25% Add +0.6% 3,410 $1.7M
Faithward Advisors, LLC 0.31% Add +6.1% 3,402 $1.7M
Doliver Advisors, LP 0.48% Reduce -0.2% 3,401 $1.7M
CFM Wealth Partners LLC 0.32% Add +19.3% 3,399 $1.7M
Parkside Investments, LLC 0.27% Add +70.0% 3,399 $1.7M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.65% No change 3,397 $1.7M
Fullcircle Wealth LLC 0.85% — 3,089 $1.7M
Diversified, LLC 0.20% Add +12.9% 3,384 $1.7M
Catalina Capital Group, LLC 0.66% Add +11.7% 3,380 $1.7M
Hunter Associates Investment Management LLC 0.29% No change 3,372 $1.7M
Chicago Partners Investment Group LLC 0.07% Add +14.1% 2,978 $1.7M
Alta Wealth Advisors LLC 0.85% Reduce -0.8% 3,357 $1.7M
Matrix Trust Co 0.39% Add +5.7% 3,352 $1.7M
Zullo Investment Group, Inc. 0.75% Add +2.5% 3,351 $1.7M
Astoria Portfolio Advisors LLC. 0.61% Add +7.5% 3,351 $1.7M
Defined Wealth Management, LLC 1.18% Add +0.5% 3,332 $1.7M
Cullen Investment Group, LTD. 0.27% Add +2.0% 3,331 $1.7M
Trust Investment Advisors 1.08% Reduce -0.3% 3,330 $1.7M
Ironwood Investment Counsel, LLC 0.30% Reduce -4.8% 3,321 $1.7M
Sierra Summit Advisors LLC 0.42% Reduce -76.3% 3,314 $1.7M
Proficio Capital Partners LLC 0.18% Reduce -8.0% 3,310 $1.7M
Pinion Investment Advisors, LLC 0.84% Add +3.8% 3,308 $1.7M
MRP Capital Investments, LLC 1.57% Reduce -12.2% 3,305 $1.7M
CSU Producer Resources, Inc. 5.60% No change 3,300 $1.7M
PICTET BANK & TRUST Ltd 1.71% Reduce -4.3% 3,300 $1.7M
Kelleher Financial Advisors 0.69% Add +2.2% 3,287 $1.7M
Institute for Wealth Management, LLC. 0.22% Add +2.9% 3,285 $1.7M
Benchmark Investment Advisors LLC 1.21% Add +8.1% 3,279 $1.7M
Linden Thomas Advisory Services, LLC 0.26% Add +19.2% 3,265 $1.7M
Aviance Capital Partners, LLC 0.24% Reduce -13.8% 3,249 $1.7M
Advisor OS, LLC 0.18% Reduce -4.4% 3,246 $1.7M
Benjamin Edwards Inc. 0.32% Reduce -12.1% 3,239 $1.6M
Laraway Financial Advisors Inc 1.40% Add +0.1% 3,222 $1.6M
Unique Wealth, LLC 0.43% Add +12.7% 3,233 $1.6M
OneAscent Financial Services LLC 0.23% Reduce -2.1% 3,218 $1.6M
Independent Investors Inc. 0.36% Reduce -9.2% 3,215 $1.6M
Buckley Wealth Management, LLC 0.52% Reduce -1.4% 3,213 $1.6M
Avidian Wealth Enterprises, LLC 0.08% Add +33.5% 3,196 $1.6M
Mendel Money Management 0.76% Add +11.1% 3,193 $1.6M
Mechanics Financial Corp 0.83% Reduce -0.8% 3,178 $1.6M
Missouri Trust & Investment Co 0.61% Reduce -1.6% 3,176 $1.6M
Investment Advisory Services Inc. /TX 0.59% Reduce -5.6% 3,171 $1.6M
Northern Financial Advisors Inc 1.29% Reduce -4.9% 3,170 $1.6M
Samalin Investment Counsel, LLC 0.75% Add +9.2% 3,168 $1.6M
SeaCrest Wealth Management, LLC 0.18% Reduce -28.2% 3,169 $1.6M
Bellwether Advisors, LLC 0.34% Reduce -61.0% 3,165 $1.6M
Invera Wealth Advisors, LLC 1.65% Reduce -0.6% 3,195 $1.6M
Avalon Trust Co 0.13% Reduce -23.9% 3,164 $1.6M
Meridian Financial Partners LLC 0.95% Add +4.7% 2,848 $1.6M
Corundum Group, Inc. 0.62% Add +38.8% 3,141 $1.6M
Brand Asset Management Group, Inc. 0.67% Reduce -0.9% 3,136 $1.6M
CRA Financial Services, LLC 0.32% Add +0.1% 3,126 $1.6M
Westbourne Investment Advisors, Inc. 0.58% Reduce -1.9% 3,126 $1.6M
GoalVest Advisory LLC 0.51% Add +0.6% 3,124 $1.6M
Ellis Investment Partners, LLC 0.34% Add +12.8% 3,115 $1.6M
Ar Asset Management Inc. 0.38% No change 3,090 $1.6M
Allstate Corp. 0.13% Reduce -0.6% 3,090 $1.6M
Hilltop Partners LLC 0.58% Add +15.5% 3,088 $1.6M
Pacific Capital Partners Ltd 1.04% No change 3,080 $1.6M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -9.1% 3,077 $1.6M
Edge Capital Group, LLC 0.08% Add +0.2% 3,074 $1.6M
Ellevest, Inc. 0.09% Reduce -1.0% 3,074 $1.6M
Ascentis Independent Advisors 0.33% — 3,072 $1.6M
Maxwell Wealth Strategies Inc. 0.77% Add +0.2% 3,068 $1.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.49% New 3,065 $1.6M
Westhampton Capital, LLC 0.84% Add +0.5% 3,059 $1.6M
St. Johns Investment Management Company, LLC 0.74% Reduce -2.9% 3,059 $1.6M
Prostatis Group LLC 0.55% Add +10.4% 3,023 $1.6M
Crestwood Advisors Group, LLC 0.03% Add +6.6% 3,047 $1.6M
Yarbrough Capital, LLC 0.06% No change 3,043 $1.5M
BTG Pactual Asset Management US LLC 0.39% — 3,036 $1.5M
FCG Investment Co 1.17% Add +4.5% 3,030 $1.5M
Lecap Asset Management Ltd. 0.33% Reduce -31.3% 3,025 $1.5M
Olde Wealth Management, LLC 0.59% New 3,021 $1.5M
Tolleson Wealth Management, Inc. 0.30% Add +1.6% 3,014 $1.5M
Fiduciary Family Office, LLC 0.61% Reduce -27.8% 3,014 $1.5M
Callan Capital, LLC 0.13% Add +194.9% 3,011 $1.5M
PFW Advisors LLC 0.49% Reduce -6.9% 3,009 $1.5M
Trail Ridge Investment Advisors, LLC 0.79% Add +12.8% 3,008 $1.5M
Supplemental Annuity Collective Trust of NJ 0.47% No change 3,000 $1.5M
KG Capital Management 0.53% Add +4.9% 2,995 $1.5M
Tiemann Investment Advisors, LLC 0.68% Reduce -2.0% 2,984 $1.5M
XML Financial, LLC 0.15% Reduce -8.9% 2,980 $1.5M
Regal Investment Advisors LLC 0.10% Reduce -4.1% 2,975 $1.5M
EverSource Wealth Advisors, LLC 0.10% Add +8.0% 2,622 $1.5M
Legacy Bridge, LLC 0.89% Add +0.2% 2,962 $1.5M
Kings Path Partners LLC 0.71% — 2,962 $1.5M
Wealth Management Partners, LLC 0.73% Reduce -1.2% 2,955 $1.5M
Orrstown Financial Services Inc. 0.79% No change 2,954 $1.5M
Riverpark Capital Management LLC 1.99% Add +15.7% 2,953 $1.5M
Alera Investment Advisors, LLC 0.18% Reduce -13.1% 2,949 $1.5M
Vectors Research Management, LLC 0.46% Reduce -0.1% 2,936 $1.5M
Beacon Financial Group 0.17% Reduce -0.4% 2,933 $1.5M
E&G Advisors, LLC 0.44% No change 2,933 $1.5M
Maia Wealth LLC 0.45% — 2,898 $1.5M
Planning Center, Inc. 0.19% No change 2,927 $1.5M
DRW Securities, LLC 0.09% Reduce -48.9% 2,925 $1.5M
Patton Albertson Miller Group, LLC 0.21% Reduce -0.2% 2,914 $1.5M
Kingfisher Capital LLC 0.35% Add +1.2% 2,887 $1.5M
Cahaba Wealth Management, Inc. 0.13% Add +0.9% 2,884 $1.5M
Wilkins Investment Counsel Inc. 0.22% Add +0.7% 2,870 $1.5M
Nwam LLC 0.43% Reduce -14.1% 2,862 $1.5M
Absolute Capital Management, LLC 0.88% Add +1.7% 2,861 $1.5M
Keudell/Morrison Wealth Management 0.43% Reduce -9.6% 2,856 $1.5M
Castle Rock Wealth Management, LLC 0.36% Reduce -3.0% 2,932 $1.5M
OV Management LLC 1.01% Add +1.6% 2,844 $1.4M
Harvest Fund Management Co., Ltd 0.10% Add +381.2% 2,815 $1.4M
Leisure Capital Management 0.67% Add +0.7% 2,811 $1.4M
Cambridge Advisors Inc. 0.33% No change 2,807 $1.4M
Fairscale Capital, LLC 1.27% — 2,604 $1.4M
Cim Investment Management Inc. 0.44% Reduce -1.2% 2,806 $1.4M
Bank of Stockton 0.45% Reduce -9.2% 2,792 $1.4M
Wallace Advisory Group, LLC 1.02% Add +1.1% 2,788 $1.4M
Midland Wealth Advisors, LLC 0.08% Reduce -10.9% 2,787 $1.4M
Apeiron RIA LLC 0.43% Add +3.5% 2,777 $1.4M
Gen-Wealth Partners Inc 0.68% Add +6.0% 2,768 $1.4M
Westside Investment Management, Inc. 0.32% Add +39.5% 2,767 $1.4M
Sunbelt Securities, Inc. 0.14% Reduce -21.0% 2,766 $1.4M
Cromwell Holdings LLC 0.84% — 2,765 $1.4M
ERn Financial, LLC 0.23% Reduce -0.8% 2,762 $1.4M
Sunpointe, LLC 0.91% Add +3.7% 2,761 $1.4M
Gratus Wealth Advisors, LLC 0.24% Reduce -4.0% 2,485 $1.4M
Kensington Investment Counsel, LLC 0.62% Add +0.3% 2,755 $1.4M
Smith Salley Wealth Management 0.10% Add +18.8% 2,751 $1.4M
Safeguard Investment Advisory Group, LLC 0.43% Add +23.1% 2,749 $1.4M
Perennial Investment Advisors, LLC 0.20% Add +0.4% 2,747 $1.4M
Syntegra Private Wealth Group, LLC 0.18% Add +1.4% 2,748 $1.4M
Cadence Bank 0.10% Reduce -0.2% 2,748 $1.4M
Concentric Capital Strategies, LP 0.09% New 2,742 $1.4M
Lee Financial Co 0.23% Reduce -11.1% 2,738 $1.4M
Burford Brothers, Inc. 0.81% Add +7.3% 2,731 $1.4M
Cooper Financial Group 0.20% Add +22.0% 2,731 $1.4M
AXS Investments LLC 0.39% Reduce -52.7% 2,729 $1.4M
Islay Capital Management, LLC 1.01% Add +17.3% 2,728 $1.4M
Baldwin Investment Management, LLC 0.19% Reduce -3.8% 2,726 $1.4M
Investment Partners, LTD. 0.62% Add +3.7% 2,723 $1.4M
Arbor Trust Wealth Advisors, LLC 0.73% Add +5.8% 2,713 $1.4M
Everett Harris & Co. 0.02% Add +7.3% 2,705 $1.4M
Codex Capital Asset Management L.L.C. 0.63% — 2,700 $1.4M
LVM Capital Management Ltd. 0.16% No change 2,699 $1.4M
Heritage Wealth Management, LLC 0.76% Reduce -9.4% 2,692 $1.4M
Heritage Family Offices, LLP 0.76% — 2,692 $1.4M
TLWM 0.30% Add +1.2% 2,689 $1.4M
Caldwell Investment Management Ltd. 1.03% No change 2,690 $1.4M
Wilson & Boucher Capital Management, LLC 1.05% No change 2,679 $1.4M
United Community Bank 0.55% Reduce -33.2% 2,672 $1.4M
Financial Engines Advisors L.L.C. 0.00% Reduce -24.1% 2,667 $1.4M
Enterprise Financial Services Corp 0.83% Add +1.4% 2,658 $1.4M
Sendero Wealth Management, LLC 0.23% Add +58.3% 2,655 $1.4M
Ifrah Financial Services, Inc. 0.38% Reduce -11.8% 2,655 $1.4M
Oak Hill Wealth Advisors, LLC 0.41% — 2,648 $1.3M
Garrison Point Advisors, LLC 0.89% Reduce -1.8% 2,646 $1.3M
Three Seasons Wealth, LLC 0.74% Add +2.7% 2,645 $1.3M
White Lighthouse Investment Management Inc. 0.26% No change 2,630 $1.3M
Arthur M. Cohen & Associates, LLC 0.24% Add +3.3% 2,610 $1.3M
Atlas Capital Advisors Inc. 0.17% Reduce -1.5% 2,608 $1.3M
Angeles Wealth Management, LLC 0.12% Add +19.5% 2,606 $1.3M
Alta Advisers Ltd 0.64% No change 2,600 $1.3M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.68% Add +62.5% 2,600 $1.3M
Humankind Investments LLC 0.35% Reduce -16.7% 2,598 $1.3M
MBM Wealth Consultants, LLC 0.45% Add +11.7% 2,686 $1.3M
WR Wealth Planners, LLC 0.40% Add +2.4% 2,595 $1.3M
Householder Group Estate & Retirement Specialist, LLC 0.37% Reduce -6.3% 2,591 $1.3M
Nicolet Bankshares Inc. 0.28% Reduce -4.7% 2,588 $1.3M
JT Stratford LLC 0.25% Reduce -51.3% 2,586 $1.3M
Essex Bank 0.35% Add +1.8% 2,586 $1.3M
MJP Associates Inc. 0.27% Add +3.7% 2,584 $1.3M
MCF Advisors LLC 0.10% Add +3.3% 2,581 $1.3M
Gitterman Wealth Management, LLC 0.51% No change 2,577 $1.3M
Adirondack Trust Co. 0.54% Reduce -0.2% 2,574 $1.3M
Stonebrook Private Inc. 0.38% Reduce -9.1% 2,574 $1.3M
Heartland Bank & Trust Co 0.74% Reduce -27.3% 2,567 $1.3M
Aletheian Wealth Advisors LLC 0.69% Add +4.1% 2,563 $1.3M
Nabity-Jensen Investment Management Inc 1.07% Add +0.3% 2,563 $1.3M
Sivia Capital Partners, LLC 0.87% Reduce -2.2% 2,562 $1.3M
Bowen Hanes & Co. Inc. 0.04% Reduce -45.9% 2,561 $1.3M
Evermay Wealth Management LLC 0.21% Reduce -0.9% 2,548 $1.3M
First Financial Bank - Trust Division 0.13% Reduce -10.3% 2,539 $1.3M
Transatlantique Private Wealth LLC 0.53% Add +9.9% 2,594 $1.3M
Archer Investment Corp 0.38% Add +49.2% 2,521 $1.3M
Ethos Financial Group, LLC 0.23% Add +12.2% 2,486 $1.3M
Summit Financial Wealth Advisors, LLC 0.26% No change 2,511 $1.3M
Allred Capital Management, LLC 0.49% Add +7.2% 2,507 $1.3M
Measured Wealth Private Client Group, LLC 0.45% Reduce -2.8% 2,507 $1.3M
Cladis Investment Advisory, LLC 0.93% Reduce -0.3% 2,506 $1.3M
Quinn Opportunity Partners LLC 0.15% New 2,500 $1.3M
Bremer Bank National Association 0.25% Reduce -2.9% 2,494 $1.3M
Strategy Asset Managers LLC 0.28% Reduce -73.0% 2,642 $1.3M
CFO4Life Group, LLC 0.24% Add +2.7% 2,491 $1.3M
California First Leasing Corp. 0.57% No change 2,489 $1.3M
Phillips Wealth Planners LLC 1.34% Add +2.7% 2,530 $1.3M
LS Investment Advisors, LLC 0.20% Reduce -34.3% 2,485 $1.3M
FinTrust Capital Advisors, LLC 0.23% Reduce -17.7% 2,484 $1.3M
Prentice Wealth Management LLC 0.41% Add +0.1% 2,465 $1.3M
LVW Advisors, LLC 0.18% Add +17.5% 2,462 $1.3M
Semanteon Capital Management, LP 0.89% New 2,462 $1.3M
Nicholas Hoffman & Company, LLC. 0.06% Reduce -0.8% 2,447 $1.2M
First County Bank 0.64% Reduce -8.8% 2,447 $1.2M
Moseley Investment Management Inc. 0.58% Add +1.2% 2,445 $1.2M
Clarus Group, Inc. 0.55% Add +56.7% 2,444 $1.2M
Plante Moran Financial Advisors, LLC 0.12% Add +1.8% 2,443 $1.2M
Arbor Capital Management Inc. 1.14% Reduce -3.7% 2,513 $1.2M
Callan Family Office, LLC 0.24% Add +48.1% 2,435 $1.2M
Leeward Financial Partners, LLC 0.50% Reduce -74.0% 2,427 $1.2M
Riverwater Partners LLC 0.92% Reduce -2.1% 2,427 $1.2M
ORG Partners LLC 0.15% Add +1538.2% 2,490 $1.2M
Childress Capital Advisors, LLC 0.35% Add +11.7% 2,422 $1.2M
CYBER HORNET ETFs LLC 1.34% Add +0.9% 2,420 $1.2M
Cornerstone Wealth Advisors, Inc. 0.37% Add +1.4% 2,418 $1.2M
Forte Capital LLC 0.15% Reduce -0.2% 2,416 $1.2M
StrongBox Wealth, LLC 0.58% Reduce -36.5% 2,412 $1.2M
Sand Hill Global Advisors, LLC 0.06% Reduce -1.5% 2,410 $1.2M
Breakwater Capital Group 0.28% Reduce -1.6% 2,407 $1.2M
JGP Global Gestao de Recursos Ltda. 1.55% Reduce -1.2% 2,401 $1.2M
SC&H Financial Advisors, Inc. 0.30% Add +0.1% 2,392 $1.2M
Certuity, LLC 0.10% Reduce -13.9% 2,384 $1.2M
Richardson Financial Services Inc. 0.87% Reduce -8.7% 2,379 $1.2M
Crawford Investment Counsel Inc. 0.02% Reduce -14.1% 2,376 $1.2M
West Michigan Advisors, LLC 0.38% Reduce -0.4% 2,370 $1.2M
Lokken Investment Group LLC 0.57% Reduce -37.4% 2,367 $1.2M
Modus Advisors, LLC 0.43% Add +87.0% 2,364 $1.2M
MBL Wealth, LLC 0.13% Reduce -6.7% 2,359 $1.2M
Camden National Bank 0.19% Add +41.8% 2,355 $1.2M
Meadow Creek Wealth Advisors LLC 1.13% Add +6.4% 2,355 $1.2M
Cardiff Park Advisors, LLC 0.12% Add +0.1% 2,354 $1.2M
Clarity Financial LLC 0.18% Reduce -93.8% 2,351 $1.2M
RKL Wealth Management LLC 0.12% Add +2.6% 2,350 $1.2M
Spirit of America Management Corp. 0.24% No change 2,350 $1.2M
HTLF Bank 0.14% Add +0.5% 2,338 $1.2M
Godshalk Welsh Capital Management, Inc. 0.79% No change 2,335 $1.2M
Rogco, LP 0.48% Reduce -10.5% 2,334 $1.2M
CoreFirst Bank & Trust 0.80% Reduce -0.1% 2,333 $1.2M
Epic Trust Investment Advisors, LLC 1.30% Add +8.3% 2,325 $1.2M
Montecito Bank & Trust 0.24% Reduce -1.0% 2,325 $1.2M
InTrack Investment Management Inc 0.84% Reduce -4.3% 2,318 $1.2M
Bluesphere Advisors LLC 0.60% Reduce -3.3% 2,316 $1.2M
One Wealth Management Investment & Advisory Services, LLC 0.47% Reduce -6.7% 2,314 $1.2M
ICW Investment Advisors LLC 0.53% Add +1.7% 2,314 $1.2M
DGS Capital Management, LLC 0.33% Reduce -11.9% 2,311 $1.2M
Uncommon Cents Investing LLC 0.37% No change 2,310 $1.2M
Cerro Pacific Wealth Advisors LLC 0.45% — 2,306 $1.2M
Brandywine Oak Private Wealth LLC 0.12% Reduce -9.0% 2,306 $1.2M
Prudent Man Advisors, LLC 0.42% Add +4.0% 2,305 $1.2M
Peachtree Investment Partners, LLC 0.46% Reduce -0.3% 2,304 $1.2M
Cynosure Group, LLC 0.19% Add +12.3% 2,301 $1.2M
TRUE Private Wealth Advisors 0.13% Add +3.4% 2,299 $1.2M
Park National Corp. 0.04% Add +0.6% 2,295 $1.2M
Heritage Wealth Management, Inc. 0.39% — 2,388 $1.2M
Debussy Capital Management LP 0.33% Reduce -1.1% 2,287 $1.2M
Sompo Asset Management Co., Ltd. 0.20% Add +0.9% 2,280 $1.2M
Lavaca Capital LLC 0.63% Reduce -30.6% 2,257 $1.1M
Keystone Financial Group 0.42% Reduce -4.7% 2,252 $1.1M
SMART Wealth LLC 0.46% Add +4.6% 2,247 $1.1M
CFS Investment Advisory Services, LLC 0.09% Reduce -1.3% 2,245 $1.1M
Up Strategic Wealth Investment Advisors LLC 1.73% Add +0.2% 2,237 $1.1M
Smith, Moore & Co. 0.12% Add +3.0% 2,233 $1.1M
Resonant Capital Advisors, LLC 0.09% Add +8.8% 2,226 $1.1M
CVA Family Office, LLC 0.20% Reduce -4.1% 2,223 $1.1M
Colonial River Investments, LLC 0.61% Reduce -1.9% 2,219 $1.1M
Carolinas Wealth Consulting LLC 0.22% Reduce -5.7% 2,219 $1.1M
Weinberger Asset Management, Inc 0.53% Add +0.3% 2,215 $1.1M
Cookson Peirce & Co. Inc. 0.05% Add +3.2% 2,211 $1.1M
Sageworth Trust Co 0.07% New 2,210 $1.1M
Capital Advisory Group Advisory Services, LLC 0.48% Add +26.3% 2,208 $1.1M
Catalyst Capital Advisors LLC 0.03% Reduce -2.6% 2,207 $1.1M
HCR Wealth Advisors 0.16% Add +4.0% 2,204 $1.1M
Semus Wealth Partners LLC 0.87% Add +18.7% 2,204 $1.1M
Gibbs Wealth Management 0.45% Add +51.6% 2,202 $1.1M
JSF Financial, LLC 0.34% Add +1.4% 2,202 $1.1M
Cable Hill Partners, LLC 0.12% New 2,199 $1.1M
Richard W. Paul & Associates, LLC 0.43% Add +1.8% 2,198 $1.1M
Northwest Bancshares, Inc. 0.19% Reduce -0.3% 2,196 $1.1M
Kolinsky Wealth Management, LLC 0.80% Reduce -10.3% 2,191 $1.1M
Sovereign Financial Group, Inc. 0.28% Add +2.8% 2,185 $1.1M
Arvest Trust Co. N A 0.07% Reduce -5.2% 2,183 $1.1M
Tandem Capital Management Corp. 0.61% Reduce -13.0% 2,275 $1.1M
GPS Wealth Strategies Group, LLC 0.17% Reduce -4.1% 2,180 $1.1M
Covenant Partners, LLC 0.34% No change 2,178 $1.1M
Berkeley Capital Partners, LLC 0.33% Add +5.5% 2,174 $1.1M
CPC Advisors, LLC 0.18% Add +0.5% 2,173 $1.1M
Vest Financial, LLC 0.03% Add +0.9% 2,172 $1.1M
Lederer & Associates Investment Counsel 0.80% Reduce -6.4% 2,165 $1.1M
Argent Advisors, Inc. 0.44% Add +3.0% 2,156 $1.1M
Alpha DNA Investment Management LLC 0.62% Reduce -43.8% 2,156 $1.1M
Saxon Interests, Inc. 0.52% Add +3.0% 2,153 $1.1M
180 Wealth Advisors, LLC 0.18% Add +11.9% 2,169 $1.1M
Private Wealth Partners, LLC 0.08% Add +122.3% 2,147 $1.1M
Taylor Hoffman Wealth Management 0.44% Add +4.8% 2,200 $1.1M
Pennsylvania Capital Management Inc. 0.42% Reduce -0.4% 2,132 $1.1M
American Money Management, LLC 0.23% Add +0.6% 2,130 $1.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.12% Reduce -46.8% 2,129 $1.1M
Fourpath Capital Management, LLC 0.80% Reduce -10.6% 2,129 $1.1M
Duff & Phelps Investment Management Co. 0.01% Reduce -80.1% 2,124 $1.1M
Kerrisdale Advisers, LLC 0.34% Reduce -45.4% 2,117 $1.1M
Aspen Wealth Strategies, LLC 0.75% Reduce -3.7% 1,876 $1.1M
Trust Co of the South 0.25% No change 2,108 $1.1M
Atlanta Consulting Group Advisors, LLC 0.23% Reduce -1.2% 2,106 $1.1M
Scientech Research LLC 0.22% New 2,104 $1.1M
Beck Mack & Oliver LLC 0.02% Reduce -1.2% 2,102 $1.1M
626 Financial, LLC 0.62% Reduce -1.7% 2,100 $1.1M
Hussman Strategic Advisors, Inc. 0.29% No change 2,100 $1.1M
Catalyst Funds Management Pty Ltd 0.29% New 2,100 $1.1M
Wallace Capital Management Inc. 0.15% No change 2,100 $1.1M
Texas Yale Capital Corp. 0.05% Add +2.3% 2,090 $1.1M
Clean Yield Group 0.40% Add +2.0% 2,087 $1.1M
Correct Capital Wealth Management 0.25% Add +20.2% 2,086 $1.1M
Drucker Wealth 3.0, LLC 0.28% — 2,086 $1.1M
Parnassus Investments, LLC 0.00% Add +16.8% 2,083 $1.1M
Arax Advisory Partners 0.10% Add +5.1% 2,067 $1.1M
Castle Wealth Management LLC 0.50% Add +4.7% 2,063 $1.1M
Analyst IMS Investment Management Services Ltd. 0.04% Add +83.5% 2,062 $1.1M
Baker Tilly Wealth Management, LLC 0.43% Reduce -59.5% 2,061 $1.0M
Bard Financial Services, Inc. 0.11% No change 2,060 $1.0M
Zuckerman Investment Group, LLC 0.12% Add +66.2% 2,052 $1.0M
Convergence Investment Partners, LLC 0.31% Reduce -2.4% 2,052 $1.0M
Bank of Hawaii 0.05% Reduce -52.5% 2,050 $1.0M
Waterfront Wealth Inc. 0.28% Add +0.6% 2,046 $1.0M
Duncan Williams Asset Management, LLC 0.88% Add +9.8% 2,046 $1.0M
North Ridge Wealth Advisors, Inc. 0.79% Reduce -5.8% 2,044 $1.0M
Pinnacle Bancorp, Inc. 0.31% Reduce -0.5% 2,040 $1.0M
BSW Wealth Partners 0.17% Add +3.3% 2,039 $1.0M
Abacus Planning Group, Inc. 0.20% Add +14.6% 2,038 $1.0M
Peak Asset Management, LLC 0.20% Reduce -2.6% 2,037 $1.0M
Prosperity Financial Group, Inc. 0.65% Add +2.1% 2,033 $1.0M
Evergreen Wealth Management, LLC 0.69% No change 2,032 $1.0M
Trustmark Bank Trust Department 0.08% Reduce -20.2% 2,028 $1.0M
Independent Solutions Wealth Management, LLC 0.24% Add +1.8% 2,026 $1.0M
Armstrong Advisory Group, Inc. 0.09% Reduce -15.4% 2,020 $1.0M
McLean Asset Management Corp 0.33% Reduce -1.7% 2,052 $1.0M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.39% Add +8.6% 2,017 $1.0M
Abundance Wealth Counselors 0.47% New 2,010 $1.0M
Copperwynd Financial, LLC 0.33% Add +24.2% 1,775 $1.0M
First Pacific Financial 0.26% Add +6.5% 2,006 $1.0M
Patron Partners, LLC 0.60% Add +2.5% 2,005 $1.0M
Vicus Capital 0.09% Add +10.5% 2,004 $1.0M
Franklin Street Advisors Inc. 0.07% Reduce -13.7% 2,002 $1.0M
Deroy & Devereaux Private Investment Counsel Inc. 0.06% Reduce -12.1% 2,000 $1.0M
Monetta Financial Services Inc. 0.88% No change 2,000 $1.0M
Epiq Partners, LLC 0.69% No change 2,000 $1.0M
Lumbard & Kellner, LLC 0.48% New 2,000 $1.0M
FRG Family Wealth Advisors LLC 0.20% No change 1,787 $1.0M
Capital Market Strategies LLC 0.64% Reduce -16.5% 1,991 $1.0M
Kozak & Associates, Inc. 0.25% Reduce -18.9% 2,067 $1.0M
Mill Creek Capital Advisors, LLC 0.03% Add +20.1% 1,983 $1.0M
Patrick M Sweeney & Associates, Inc. 0.81% Add +4.9% 1,991 $1.0M
New Republic Capital, LLC 0.51% Add +15.8% 1,977 $1.0M
Profit Investment Management, LLC 0.63% No change 1,974 $1.0M
First Commonwealth Financial Corp 0.26% Add +12.4% 1,969 $1.0M
Leo Wealth, LLC 0.10% Add +79.7% 1,998 $1.0M
Opinicus Capital, Inc. 0.85% Reduce -9.4% 1,965 $1.0M
Cornerstone Wealth Management, LLC 0.08% Add +5.3% 1,964 $1.0M
First Financial Corp. 0.51% Reduce -1.8% 1,961 $999K
Aveo Capital Partners, LLC 0.11% Reduce -7.8% 1,960 $998K
WealthTrust Axiom LLC 0.33% Add +1.0% 1,959 $998K
Iams Wealth Management, LLC 0.55% Add +13.6% 1,958 $997K
Davies Financial Advisors, Inc. 0.93% Reduce -7.3% 1,958 $997K
McElhenny Sheffield Capital Management, LLC 0.34% Reduce -3.3% 1,948 $992K
Chickasaw Capital Management LLC 0.04% Add +0.3% 1,948 $992K
Sunburst Financial Group, LLC 0.27% Add +5.7% 1,946 $991K
Founders Capital Management, LLC 0.18% No change 1,939 $988K
Legacy Edge Advisors, LLC 0.18% Add +9.5% 1,939 $987K
Unique Wealth Strategies, LLC 0.46% No change 1,989 $984K
Renaissance Group LLC 0.04% Reduce -96.8% 1,929 $982K
Sound Income Strategies, LLC 0.07% Add +1.1% 1,911 $973K
1776 Wealth LLC 0.44% Add +2.1% 1,907 $971K
IVC Wealth Advisors LLC 0.54% Add +2.0% 1,905 $970K
STAR Financial Bank 0.75% Reduce -12.6% 1,900 $968K
Asset Advisors Investment Management, LLC 0.11% Reduce -1.1% 1,900 $968K
Droms Strauss Advisors Inc. /Mo/ 0.35% Reduce -29.0% 1,897 $966K
Tobam 0.15% Reduce -53.6% 1,891 $963K
Diamant Asset Management, Inc. 0.64% Add +8.6% 1,890 $963K
Financial Security Advisor, Inc. 0.32% Add +0.9% 1,890 $962K
First American Trust, FSB 0.10% Add +14.5% 1,889 $962K
PBMares Wealth Management LLC 0.24% Add +4.3% 1,888 $961K
My Personal CFO, LLC 0.51% Reduce -1.0% 1,882 $958K
Turtle Creek Wealth Advisors, LLC 0.22% Reduce -80.9% 1,881 $958K
Smart Portfolios, LLC 0.96% Add +17.2% 1,877 $956K
Gouws Capital LLC 0.68% Reduce -77.9% 1,876 $955K
Silver Oak Securities, Incorporated 0.14% Add +6.4% 1,872 $953K
Altrafin AG 0.35% Add +1.9% 1,870 $952K
Campion Asset Management 0.75% No change 1,867 $951K
Total Clarity Wealth Management, Inc. 0.33% Reduce -16.2% 1,867 $951K
ABLE Financial Group, LLC 0.34% Reduce -12.6% 1,867 $951K
Monument Capital Management 0.28% Reduce -11.5% 1,863 $949K
Kellett Wealth Advisors, LLC 0.76% No change 1,860 $947K
Buttonwood Financial Advisors Inc. 0.45% Reduce -13.0% 1,855 $945K
Aspire Private Capital, LLC 0.24% Add +2.1% 1,851 $943K
Valtinson Bruner Financial Planning LLC 0.37% Reduce -4.4% 1,851 $943K
Inspire Advisors, LLC 0.12% Reduce -0.2% 1,850 $942K
Kingdom Financial Group LLC. 0.64% Reduce -1.3% 1,848 $941K
Thrive Wealth Management, LLC 0.18% Add +3.6% 1,846 $940K
Asset Management Group, Inc. 0.14% Add +0.4% 1,846 $940K
Virginia Wealth Management Group, Inc. 0.85% Add +0.1% 1,837 $935K
Mosaic Family Wealth Partners, LLC 0.15% Add +1.2% 1,836 $935K
K.J. Harrison & Partners Inc 0.15% Add +36.6% 1,830 $932K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,829 $931K
KRS Capital Management, LLC 0.70% Reduce -27.2% 1,824 $929K
Wealthstream Advisors, Inc. 0.34% Add +2.6% 1,822 $928K
Alpha Family Trust 0.54% Reduce -7.6% 1,820 $927K
Cypress Capital, LLC 0.25% Reduce -9.4% 1,819 $926K
Capital Advisors, Ltd. LLC 0.12% Add +7.1% 1,818 $926K
Resolute Wealth Strategies, LLC 0.53% Add +0.1% 1,812 $923K
Arlington Trust Co LLC 0.22% Add +3.3% 1,810 $922K
AlphaQuest LLC 0.13% Reduce -11.9% 1,809 $921K
RiverGlades Family Offices LLC 0.71% No change 1,800 $917K
Factorial Partners, LLC 0.56% Reduce -70.0% 1,800 $917K
Buffington Mohr McNeal 0.16% Add +2.3% 1,794 $914K
Quantum Private Wealth, LLC 0.32% Reduce -7.6% 1,792 $913K
Summit Wealth Group, LLC 0.27% Add +0.6% 1,780 $906K
TCI Wealth Advisors, Inc. 0.09% Reduce -2.6% 1,776 $904K
EdgeRock Capital LLC 0.70% Add +7.4% 1,764 $899K
Atlas Private Wealth Advisors 0.15% Add +100.1% 1,757 $895K
Broadwater Capital Management LLC 0.69% No change 1,754 $893K
Cordgrass Capital Advisors, LLC 0.28% Add +1.9% 1,741 $887K
Webster Bank, N. A. 0.10% Add +7.7% 1,734 $883K
Seven Mile Advisory 0.65% Add +5.5% 1,726 $879K
FLC Capital Advisors 0.21% No change 1,716 $874K
Aire Advisors, LLC 0.20% Add +23.7% 1,715 $872K
Five Oceans Advisors 0.46% Reduce -20.9% 1,711 $871K
Soundwatch Capital LLC 4.79% New 1,709 $870K
Wealth Group Ltd 0.26% No change 1,709 $870K
Baker Avenue Asset Management, LP 0.03% Add +5.7% 1,707 $869K
Chapin Davis, Inc. 0.30% Add +2.7% 1,701 $866K
Nicholas Wealth, LLC. 0.62% Add +32.6% 1,700 $866K
Presidio Capital Management, LLC 0.60% Reduce -1.1% 1,698 $865K
WMS Partners, LLC 0.06% Add +18.2% 1,697 $864K
Triad Wealth Partners, LLC 0.45% Add +23.5% 1,695 $863K
Fortitude Advisory Group L.L.C. 0.51% Add +4.2% 1,687 $859K
Paladin Advisory Group, LLC 0.67% No change 1,735 $858K
Cape Investment Advisory, Inc. 0.39% Add +4.4% 1,684 $858K
Centerpoint Advisors, LLC 0.31% Reduce -4.7% 1,683 $857K
Magnolia Capital Advisors LLC 0.48% Reduce -47.9% 1,683 $857K
Quantbot Technologies LP 0.04% Reduce -93.5% 1,680 $856K
Tompkins Financial Corp. 0.09% No change 1,678 $855K
FSB Premier Wealth Management, Inc. 0.39% Add +3.0% 1,677 $854K
Gould Asset Management LLC 0.20% No change 1,673 $852K
Financial Insights, Inc. 0.24% Reduce -23.1% 1,670 $850K
Fiduciary Financial Group, LLC 0.20% — 1,547 $849K
Proathlete Wealth Management LLC 0.40% Add +0.8% 1,665 $848K
Arcus Capital Partners, LLC 0.33% Add +21.0% 1,661 $846K
Texas Capital Bancshares Inc 0.35% Reduce -0.7% 1,660 $845K
Bowman & Co S.C. 0.49% Add +5.3% 1,645 $841K
Ausdal Financial Partners, Inc. 0.09% Reduce -0.5% 1,651 $841K
MV Capital Management, Inc. 0.09% Reduce -3.3% 1,650 $840K
LRI Investments, LLC 0.10% Reduce -4.1% 1,648 $839K
Detalus Advisors, LLC 0.29% Add +10.0% 1,645 $838K
AA Financial Advisors, LLC 0.30% Reduce -22.0% 1,644 $837K
West Paces Advisors Inc. 0.22% Reduce -2.1% 1,642 $836K
WD Rutherford LLC 0.42% Reduce -25.2% 1,635 $833K
Delta Financial Group, Inc. 0.35% Add +1.3% 1,633 $832K
S. R. Schill & Associates 0.36% Add +0.2% 1,634 $832K
3Chopt Investment Partners, LLC 0.25% New 1,630 $830K
GenTrust, LLC 0.05% Add +23.5% 1,630 $830K
Johnson & White Wealth Management, LLC 0.79% Add +6.4% 1,630 $830K
Global Trust Asset Management, LLC 0.33% No change 1,627 $828K
First National Bank Sioux Falls 0.43% No change 1,625 $828K
Graves Light Lenhart Wealth, Inc. 0.09% Add +0.5% 1,672 $827K
Heron Bay Capital Management 0.18% Reduce -0.4% 1,623 $827K
Invenio Wealth Partners LLC 0.41% Reduce -21.1% 1,622 $826K
Kenora Financial, LLC 0.34% Add +18.2% 1,621 $826K
FWG Holdings, LLC 0.41% Add +17.7% 1,485 $824K
Corundum Trust Company, INC 2.39% — 1,616 $823K
Annis Gardner Whiting Capital Advisors, LLC 0.23% Add +2.8% 1,615 $823K
White Pine Capital LLC 0.31% Add +1.4% 1,613 $821K
City State Bank 0.33% Add +1.6% 1,605 $817K
First Affirmative Financial Network 0.57% Reduce -6.2% 1,604 $817K
Fort Point Capital Partners LLC 0.10% Reduce -0.4% 1,600 $815K
Sonoma Private Wealth LLC 1.32% Reduce -3.4% 1,597 $813K
1ST Source Bank 0.05% Reduce -5.0% 1,597 $813K
PrairieView Partners, LLC 0.09% Add +37.7% 1,589 $809K
Jeppson Wealth Management, LLC 0.31% Reduce -8.6% 1,588 $809K
Savvy Advisors, Inc. 0.26% Add +72.8% 1,588 $809K
Baldwin Wealth Partners LLC 0.06% Reduce -40.9% 1,581 $805K
Saturna Capital Corp. 0.01% Reduce -30.7% 1,581 $805K
Navellier & Associates Inc. 0.09% Add +0.4% 1,579 $804K
Farmers Trust Co. 0.16% Reduce -0.9% 1,578 $804K
Full Sail Capital, LLC 0.05% Add +0.6% 1,571 $800K
RFP Financial Group LLC 0.30% Add +1.4% 1,566 $798K
GW Henssler & Associates Ltd. 0.05% Add +1.7% 1,565 $797K
Sather Financial Group Inc 0.06% Reduce -5.0% 1,563 $796K
Jacobsen Capital Management 0.36% Reduce -2.0% 1,561 $795K
Argus Investors' Counsel, Inc. 0.49% Reduce -12.3% 1,552 $790K
Latitude Advisors, LLC 0.48% Add +4.3% 1,541 $785K
Caitlin John, LLC 0.57% Add +109.8% 1,540 $784K
Mitchell Sinkler & Starr 0.20% Add +23.1% 1,389 $784K
Calydon Capital 0.14% Reduce -2.1% 1,535 $782K
Verum Partners LLC 0.25% Reduce -0.5% 1,531 $780K
Oxinas Partners, LLC 0.52% No change 1,530 $779K
Crewe Advisors LLC 0.09% Reduce -25.5% 1,529 $779K
Quantum Financial Advisors, LLC 0.14% No change 1,522 $775K
Lwmg, LLC 0.16% Add +0.7% 1,519 $773K
Proffitt & Goodson Inc. 0.14% Reduce -1.8% 1,517 $773K
LaSalle St. Investment Advisors, LLC 0.39% Add +163.8% 1,514 $771K
Onyx Bridge Wealth Group LLC 0.13% Reduce -8.5% 1,511 $770K
Sunflower Bank, N.A. 0.18% Add +1.8% 1,511 $769K
Jackson, Grant Investment Advisers, Inc. 0.31% Add +0.3% 1,505 $766K
AllSquare Wealth Management LLC 0.46% No change 1,502 $765K
Tandem Investment Advisors, Inc. 0.03% Reduce -2.0% 1,500 $764K
Harbert Fund Advisors, LLC 0.61% Reduce -40.0% 1,500 $764K
Parcion Private Wealth LLC 0.07% Add +22.6% 1,500 $764K
Heritage Oak Wealth Advisors LLC 0.40% — 1,499 $763K
McKinley Capital Management LLC 0.13% Reduce -93.8% 1,496 $762K
Sonata Capital Group Inc. 0.39% No change 1,497 $762K
Paradigm Asset Management Co. LLC 0.21% Reduce -73.3% 1,495 $761K
Y.D. More Investments Ltd 0.08% Reduce -33.9% 1,488 $758K
Clifford Group, LLC 0.61% Add +0.9% 1,481 $754K
Ssi Investment Management LLC 0.30% No change 1,481 $754K
Sfmg, LLC 0.07% Reduce -5.7% 1,481 $754K
Summit Wealth Partners, LLC 0.16% Reduce -10.5% 1,475 $751K
Copperleaf Capital, LLC 0.60% Reduce -1.8% 1,475 $751K
Laidlaw Wealth Management LLC 0.41% Reduce -21.3% 1,474 $751K
Pointe Capital Management LLC 0.47% Add +1.1% 1,473 $750K
Steph & Co. 0.26% Reduce -6.2% 1,472 $750K
Kanawha Capital Management LLC 0.06% Add +14.5% 1,468 $748K
OmniStar Financial Group, Inc. 0.68% Add +2.1% 1,468 $747K
Invst, LLC 0.08% Add +20.0% 1,510 $747K
Gerber, LLC 0.59% No change 1,463 $745K
Baron Wealth Management LLC 0.38% Reduce -2.3% 1,456 $742K
Marotta Asset Management 0.15% Add +2.5% 1,499 $741K
Claris Advisors, LLC / Mo / 0.38% Add +1.5% 1,454 $740K
General Partner, Inc. 0.47% Add +0.3% 1,446 $736K
Agate Pass Investment Management, LLC 0.39% Add +190.9% 1,446 $736K
Virtue Capital Management, LLC 0.13% Reduce -11.8% 1,321 $735K
Columbus Macro, LLC 0.28% Reduce -0.7% 1,461 $735K
Seeds Investor LLC 0.38% Add +11.1% 1,442 $734K
Everpar Advisors LLC 0.37% Add +19.1% 1,438 $732K
ODonnell Financial Services, LLC 0.32% No change 1,436 $731K
Bouchey Financial Group, Ltd. 0.07% Reduce -0.8% 1,436 $731K
Clear Creek Financial Management, LLC 0.09% Add +0.1% 1,430 $728K
Kraft, Davis & Associates, LLC 0.22% No change 1,268 $726K
WASHINGTON TRUST Co 0.03% Reduce -1.9% 1,421 $724K
Oxford Financial Group, LTD. LLC 0.05% Add +26.7% 1,417 $722K
Cassia Capital Partners, LLC 0.48% Add +12.6% 1,416 $721K
Resurgent Financial Advisors LLC 0.45% Add +2.8% 1,404 $715K
Summit Financial Strategies, Inc. 0.09% Reduce -3.2% 1,403 $714K
Fiduciary Alliance LLC 0.12% Add +68.5% 1,431 $713K
TradeLink Capital LLC 2.06% New 1,400 $713K
Valley National Advisers Inc. 0.11% Add +8.2% 1,397 $711K
Janiczek Wealth Management, LLC 0.15% Reduce -23.3% 1,392 $709K
Coppell Advisory Solutions LLC 0.12% — 1,388 $707K
Park Edge Advisors, LLC 0.22% Reduce -10.8% 1,384 $705K
Verdad Advisers, LP 0.81% Add +32.5% 1,381 $703K
Hemington Wealth Management 0.24% Reduce -1.5% 1,379 $702K
American State Bank (Iowa) 0.45% Add +6.3% 1,375 $700K
Whalen Wealth Management Inc. 0.55% Add +0.1% 1,372 $699K
Washington Capital Management, Inc. 0.59% Reduce -2.8% 1,370 $698K
Townsend Asset Management Corp. /NC/ 0.27% Reduce -42.4% 1,370 $698K
WealthBridge Capital Management, LLC 0.23% Reduce -8.8% 1,366 $696K
Cypress Wealth Services, LLC 0.15% Add +6.5% 1,366 $695K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.15% Add +11.1% 1,365 $695K
Kavar Capital Partners Group, LLC 0.13% Add +9.2% 1,364 $695K
Sanders Morris Harris LLC 0.11% No change 1,363 $694K
Brown, Lisle/Cummings, Inc. 0.23% No change 1,360 $693K
Peoples Bank 0.36% Add +16.8% 1,355 $690K
Congress Park Capital LLC 0.28% Add +2.1% 1,353 $689K
Vigilare Wealth Management 0.30% Add +11.2% 1,352 $688K
Birinyi Associates Inc. 0.21% Reduce -76.5% 1,350 $688K
Consolidated Portfolio Review Corp 0.16% Reduce -0.1% 1,346 $686K
Verity & Verity, LLC 0.07% Add +106.0% 1,345 $685K
Steigerwald, Gordon & Koch Inc. 0.08% Reduce -4.1% 1,342 $684K
Cyr Financial Inc. 0.68% — 1,342 $683K
Campbell & CO Investment Adviser LLC 0.06% Reduce -83.8% 1,342 $683K
Financial Management Professionals, Inc. 0.09% Add +1.2% 1,336 $680K
Thompson Siegel & Walmsley LLC 0.01% Reduce -2.3% 1,336 $680K
Pathway Financial Advisors LLC 0.18% Add +3.5% 1,331 $678K
First Western Trust Bank 0.03% Add +0.1% 1,329 $677K
Winthrop Advisory Group LLC 0.09% Add +6.0% 1,324 $674K
TBH Global Asset Management, LLC 0.15% Reduce -17.4% 1,322 $673K
W.H. Cornerstone Investments Inc. 0.48% Reduce -25.6% 1,322 $673K
Members Wealth LLC 0.45% — 2,185 $672K
White Knight Strategic Wealth Advisors, LLC 0.67% Add +18.9% 1,318 $671K
Thomasville National Bank 0.05% Add +3.3% 1,318 $671K
Wealthspire Retirement, LLC 0.06% Add +1.2% 1,314 $671K
VeraBank, N.A. 0.21% Reduce -5.5% 1,312 $668K
Spotlight Asset Group, Inc. 0.47% Add +11.3% 1,312 $668K
Crescent Grove Advisors, LLC 0.07% Reduce -64.8% 1,302 $663K
Altiora Financial Group, LLC 0.16% No change 1,295 $659K
Aspen Grove Capital, LLC 0.16% Reduce -6.5% 1,292 $659K
Berry Wealth Group, LP 0.53% Add +8.7% 1,294 $659K
Novak & Powell Financial Services, Inc. 0.41% Reduce -0.4% 1,293 $658K
Goldstein Advisors, LLC 0.11% Add +3.0% 1,293 $658K
Axq Capital, LP 0.15% Reduce -71.3% 1,292 $658K
Balboa Wealth Partners 0.17% Add +37.2% 1,290 $657K
Ballast Advisors LLC 0.21% Reduce -10.5% 1,288 $656K
McGlone Suttner Wealth Management, Inc. 0.13% Add +1.1% 1,245 $655K
Stonebridge Financial Planning Group, LLC 0.33% Reduce -5.9% 1,286 $655K
Veltria Advisors Corp. 0.23% Reduce -52.1% 1,285 $654K
BCK Partners, Inc. 0.34% Add +0.9% 1,280 $652K
Marquette Asset Management, LLC 0.11% Reduce -3.0% 1,278 $651K
Kintra Wealth, LLC 0.46% Reduce -10.0% 1,273 $648K
Syverson Strege & Co 0.22% Add +80.0% 1,271 $647K
DDFG, Inc 0.20% No change 1,268 $646K
KilterHowling LLC 0.44% Add +2.8% 1,268 $646K
Wealth Forward, LLC 0.50% No change 1,267 $645K
Prairiewood Capital, LLC 0.31% Add +0.4% 1,266 $645K
Source Financial Advisors LLC 0.20% Add +0.8% 1,260 $642K
One Plus One Wealth Management, LLC 0.37% Add +98.1% 1,260 $642K
Bordeaux Wealth Advisors LLC 0.12% Add +0.9% 1,258 $641K
HF Advisory Group, LLC 0.33% Reduce -18.3% 1,258 $640K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +10.5% 1,253 $639K
Root Financial Partners, LLC 0.15% Add +9.8% 1,252 $638K
Summa Corp. 0.31% No change 1,250 $637K
Nixon Peabody Trust Co. 0.06% Add +31.4% 1,250 $637K
Avory & Company, LLC 0.45% No change 1,249 $636K
Courier Capital LLC 0.05% Reduce -70.2% 1,249 $636K
Wealth Group, Ltd. 0.46% Add +1.3% 1,248 $636K
High Net Worth Advisory Group LLC 0.19% Reduce -2.4% 1,248 $636K
Midwest Financial Group LLC 0.40% Add +0.3% 1,247 $635K
Buska Wealth Management, LLC 0.25% Add +18.3% 1,246 $634K
Advus Financial Partners, LLC 0.19% Reduce -2.8% 1,246 $634K
Black Diamond Financial, LLC 0.12% Add +21.1% 1,240 $632K
La Financiere DE L'echiquier 0.03% Reduce -20.3% 1,240 $631K
Planning Capital Management Corp 0.45% Add +172.9% 1,239 $631K
Heritage Financial Services, LLC 0.09% Reduce -7.1% 1,238 $630K
Trek Financial, LLC 0.05% Reduce -17.8% 1,236 $629K
Insight Advisors, LLC/ PA 0.11% Reduce -1.2% 1,235 $629K
Twin City Private Wealth, LLC 0.59% Add +5.1% 1,234 $628K
Atlas Brown,Inc. 0.22% Reduce -26.8% 1,231 $627K
Austin Private Wealth, LLC 0.07% Reduce -1.2% 1,231 $627K
Boston Mountain Money Management Inc. 0.41% Reduce -1.7% 1,231 $627K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +40.5% 1,245 $626K
SOA Wealth Advisors, LLC. 0.13% Add +40.0% 1,229 $626K
Ellsworth Advisors, LLC 0.17% Add +10.7% 1,228 $625K
Capital Management Associates 0.74% Reduce -32.1% 1,223 $623K
Members Trust Co 0.02% Reduce -1.5% 1,220 $621K
Vermillion & White Wealth Management Group, LLC 0.47% Add +0.2% 1,213 $618K
United Advisor Group, LLC 0.19% New 1,212 $617K
Gateway Wealth Partners, LLC 0.19% Add +34.9% 1,211 $617K
NavPoint Financial, Inc. 0.54% Add +0.4% 1,210 $616K
Hoylecohen, LLC 0.05% Reduce -5.7% 1,210 $616K
Ullmann Wealth Partners Group, LLC 0.09% Add +14.2% 1,207 $615K
Curbstone Financial Management Corp 0.13% No change 1,206 $614K
New Century Financial Group, LLC 0.26% Add +14.2% 1,205 $614K
nVerses Capital, LLC 0.36% New 1,200 $611K
Councilor Wealth, LLC 0.32% Add +0.2% 1,199 $611K
Valley Wealth Managers, Inc. 0.05% Add +4.3% 1,198 $610K
Core Wealth Partners LLC 0.42% Add +14.8% 1,198 $610K
Dillon & Associates Inc. 0.09% No change 1,197 $609K
Smith Anglin Financial, LLC 0.06% Reduce -6.6% 1,196 $609K
Wellspring Financial Advisors, LLC 0.07% Add +11.8% 1,195 $608K
Adero Partners, LLC 0.04% Add +13.9% 1,194 $608K
Intrepid Financial Planning Group LLC 0.26% Reduce -4.8% 1,193 $608K
Chicago Capital, LLC 0.02% Reduce -37.9% 1,193 $608K
Lifeworks Advisors, LLC 0.17% Add +2.1% 1,191 $607K
Traynor Capital Management, Inc. 0.05% Reduce -17.0% 1,184 $603K
Northwest Bank & Trust Co 0.50% No change 1,180 $601K
Strengthening Families & Communities, LLC 0.17% New 1,176 $599K
Titleist Asset Management, LLC 0.09% Add +30.1% 1,175 $599K
Armbruster Capital Management, Inc. 0.12% No change 1,175 $598K
Baker Boyer National Bank 0.21% No change 1,173 $597K
Penobscot Wealth Management 0.36% Add +0.8% 1,223 $597K
Collective Family Office LLC 0.18% Reduce -25.8% 1,170 $596K
J.Safra Asset Management Corp 0.06% Add +78.3% 1,170 $596K
Charles Schwab Trust Co 0.06% Reduce -4.7% 1,170 $596K
Kowal Investment Group, LLC 0.12% Add +0.6% 1,169 $596K
Raleigh Capital Management Inc. 0.25% Reduce -10.6% 1,169 $596K
Castleview Partners, LLC 0.34% Add +5.2% 1,168 $595K
Salomon & Ludwin, LLC 0.07% Reduce -26.9% 1,168 $595K
Iron Horse Wealth Management, LLC 0.23% No change 1,167 $594K
Ignite Planners, LLC 0.14% Reduce -23.3% 1,217 $594K
Guardian Wealth Advisors, LLC 0.39% Reduce -2.1% 1,165 $593K
Mosley Wealth Management 0.50% Add +29.3% 1,161 $591K
Spectrum Asset Management, Inc. (NB/CA) 0.27% Add +0.3% 1,157 $589K
First Bank & Trust 0.12% Reduce -4.2% 1,157 $589K
Hoxton Planning & Management, LLC 0.27% Reduce -6.3% 1,156 $589K
Tectonic Advisors LLC 0.04% Add +0.4% 1,155 $588K
FFT Wealth Management LLC 0.05% Reduce -24.3% 1,152 $586K
Bright Futures Wealth Management, LLC. 0.32% Reduce -2.8% 991 $585K
Cedrus LLC 0.29% Reduce -0.9% 1,148 $585K
Watershed Private Wealth LLC 0.25% Add +0.3% 1,147 $584K
Arcataur Capital Management LLC 0.21% Add +3.5% 1,144 $583K
Hexagon Capital Partners LLC 0.13% Add +0.7% 1,143 $582K
Prudent Investors Network, Inc. 0.21% No change 1,142 $582K
Gables Capital Management Inc. 0.30% Add +2.7% 1,139 $580K
Roman Butler Fullerton & Co. 0.19% Add +18.4% 1,156 $579K
Quadrant Private Wealth Management, LLC 0.13% Add +2.6% 1,135 $578K
Aberdeen Wealth Management LLC 0.39% Add +149.4% 1,135 $578K
New Covenant Trust Company, N.A. 0.66% Reduce -5.8% 1,021 $577K
Knights of Columbus Asset Advisors LLC 0.04% Add +27.3% 1,128 $574K
First Heartland Consultants, Inc. 0.06% Add +10.2% 1,124 $572K
TFB Advisors LLC 0.19% Add +14.3% 1,122 $571K
Visionary Wealth Advisors 0.04% Reduce -1.8% 1,121 $571K
Tillman Hartley LLC 0.20% No change 1,120 $571K
Sage Rhino Capital LLC 0.14% Reduce -2.2% 1,119 $570K
KFG Wealth Management, LLC 0.23% Add +5.1% 1,118 $569K
Angeles Investment Advisors, LLC 0.03% Reduce -28.5% 1,117 $569K
Mendel Capital Management LLC 0.37% Add +0.7% 1,116 $568K
Coastal Bridge Advisors, LLC 0.14% Add +12.2% 1,114 $567K
Lewis Asset Management, LLC 0.43% Reduce -15.7% 1,112 $566K
Monograph Wealth Advisors, LLC 0.08% New 1,111 $566K
Bridgefront Capital, LLC 0.24% Reduce -34.8% 1,111 $566K
Strategic Family Wealth Counselors, L.L.C. 0.21% No change 1,110 $565K
Osborne Partners Capital Management, LLC 0.03% New 1,110 $565K
Bedel Financial Consulting, Inc. 0.08% Add +9.1% 1,108 $564K
First Command Advisory Services, Inc. 0.01% Reduce -0.5% 1,108 $564K
Veracity Capital LLC 0.24% Reduce -17.1% 1,107 $564K
Eagle Bay Advisors LLC 0.34% Reduce -16.9% 1,104 $562K
Strait & Sound Wealth Management LLC 0.29% Add +42.5% 1,103 $562K
First City Capital Management, Inc. 0.32% No change 1,101 $561K
Orion Investment Co 0.22% — 1,100 $560K
Waters Parkerson & Co., LLC 0.03% Reduce -8.7% 1,100 $560K
Fernwood Investment Management, LLC 0.17% Reduce -9.0% 1,098 $559K
Riverview Trust Co 0.53% Reduce -59.6% 1,096 $558K
Auxano Advisors, LLC 0.15% Add +17.4% 1,093 $557K
Twelve Points Wealth Management LLC 0.20% Add +7.4% 1,092 $556K
Innova Wealth Partners 0.40% Add +17.6% 1,090 $555K
Navalign, LLC 0.18% No change 1,090 $555K
BHK Investment Advisors, LLC 0.22% Add +5.1% 1,087 $554K
Hyperion Partners, LLC 0.40% Add +0.7% 1,087 $554K
Charter Oak Capital Management, LLC 0.06% Reduce -21.4% 1,087 $553K
Ipswich Investment Management Co., Inc. 0.13% Reduce -0.9% 1,084 $552K
Apella Capital, LLC 0.02% Add +37.3% 1,120 $551K
Rappaport Reiches Capital Management, LLC 0.16% Add +2.8% 1,081 $551K
Palisades Hudson Asset Management, L.P. 0.25% No change 1,078 $549K
Baxter Bros Inc. 0.07% Reduce -0.9% 1,078 $549K
Successful Portfolios LLC 0.38% Reduce -8.6% 1,076 $548K
SignalPoint Asset Management, LLC 0.15% Add +1.9% 1,075 $547K
Steele Capital Management, Inc. 0.03% Add +0.5% 1,074 $547K
Washburn Capital Management, Inc. 0.39% Reduce -67.8% 1,074 $547K
Redhawk Wealth Advisors, Inc. 0.08% New 1,072 $546K
Dimension Capital Management LLC 0.11% Reduce -14.1% 1,069 $544K
Ashton Thomas Securities, LLC 0.13% — 1,105 $542K
Elevation Wealth Partners, LLC 0.26% Reduce -4.1% 1,064 $542K
Future Financial Wealth Managment LLC 0.47% Add +5.0% 1,061 $540K
Caldwell Sutter Capital, Inc. 0.27% Add +1.3% 1,061 $540K
GFG Capital, LLC 0.15% Reduce -0.4% 1,060 $540K
Infrastructure Capital Advisors, LLC 0.08% Reduce -21.1% 1,060 $540K
Perritt Capital Management Inc 0.29% Add +0.6% 1,058 $539K
Canvas Wealth Advisors, LLC 0.17% Add +7.7% 934 $538K
Wealth Management Associates, Inc. 0.25% No change 1,057 $538K
Horan Capital Advisors, LLC. 0.19% No change 1,056 $538K
Darden Wealth Group Inc 0.32% Reduce -46.3% 1,055 $537K
Linscomb Wealth, Inc. 0.03% Add +11.1% 1,054 $537K
Jamison Private Wealth Management, Inc. 0.09% Add +16.5% 1,054 $537K
Howland Capital Management LLC 0.03% Reduce -12.6% 1,053 $536K
Kimelman & Baird, LLC 0.04% — 1,053 $536K
Benedict Financial Advisors Inc. 0.14% Reduce -1.9% 1,053 $536K
Garden State Investment Advisory Services LLC 0.18% Add +13.5% 1,049 $536K
Operose Advisors LLC 0.19% Reduce -1.4% 1,051 $535K
Eagle Wealth Strategies LLC 0.43% Reduce -20.9% 1,051 $535K
Cornerstone Capital, Inc. 0.05% Add +45.8% 1,050 $535K
MinichMacGregor Wealth Management, LLC 0.13% Add +145.1% 1,049 $534K
Monterey Private Wealth, Inc. 0.20% Add +46.8% 1,048 $534K
Tower Wealth Partners, Inc. 0.33% Reduce -0.3% 1,047 $533K
Ewa, LLC 0.22% Add +28.7% 959 $532K
Alhambra Investment Management LLC 0.29% No change 1,044 $532K
Carson Advisory Inc. 0.37% Reduce -25.2% 1,042 $531K
Warther Private Wealth, LLC 0.21% Reduce -62.5% 1,041 $530K
Heck Capital Advisors, LLC 0.07% Reduce -0.3% 1,040 $530K
TCWP LLC 1.30% Add +0.7% 1,039 $529K
Integrated Investment Consultants, LLC 0.15% No change 1,069 $529K
MSH Capital Advisors LLC 0.18% Reduce -13.0% 1,035 $527K
HFR Wealth Management, LLC 0.13% No change 1,030 $525K
Gentry Private Wealth, LLC 0.46% — 1,028 $524K
Washington Trust Advisors, Inc. 0.05% Reduce -12.7% 1,028 $523K
Good Life Advisors, LLC 0.04% Reduce -21.7% 1,026 $523K
SWP Financial LLC 0.35% Reduce -0.4% 1,026 $523K
Lesa Sroufe & Co 0.51% No change 1,025 $522K
Holistic Financial Partners 0.26% Reduce -18.1% 1,024 $521K
Unionview, LLC 0.43% Reduce -1.3% 1,023 $521K
Allegheny Financial Group 0.15% Add +23.9% 1,023 $521K
Executive Wealth Management, LLC 0.10% Reduce -95.0% 1,021 $520K
Symphony Financial Services, Inc. 0.45% — 851 $519K
BCS Wealth Management 0.25% No change 1,019 $519K
Salvus Wealth Management, LLC 0.35% Add +11.7% 1,009 $514K
Fogel Capital Management, Inc. 0.27% No change 1,009 $514K
Darwin Wealth Management, LLC 0.25% Reduce -4.7% 1,006 $512K
Waddell & Associates, LLC 0.07% Add +5.2% 1,005 $512K
Warren Street Wealth Advisors, LLC 0.25% Add +5.8% 1,003 $511K
Aristides Capital LLC 0.21% New 1,000 $509K
Savoie Capital LLC 0.07% Reduce -52.4% 1,000 $509K
Traphagen Investment Advisors LLC 0.06% Reduce -0.7% 998 $508K
MTM Investment Management, LLC 0.21% Reduce -16.7% 996 $507K
Facet Wealth, Inc. 0.02% Add +25.7% 880 $507K
Bruce G. Allen Investments, LLC 0.43% Add +6.1% 995 $507K
Hengehold Capital Management LLC 0.05% Add +0.9% 994 $506K
HHM Wealth Advisors, LLC 0.08% Reduce -4.3% 991 $505K
Werba Rubin Papier Wealth Management 0.14% Add +36.7% 990 $504K
New Potomac Partners, LLC 0.28% No change 989 $504K
Axiom Advisory, LLC 0.01% New 1,026 $503K
Hudson Value Partners, LLC 0.21% Reduce -10.3% 987 $503K
Palmer Knight Co 0.24% No change 985 $502K
Private Capital Management LLC 0.10% Add +11.6% 981 $500K
True North Advisors, LLC 0.13% Reduce -22.4% 981 $500K
Inceptionr LLC 0.14% Add +59.2% 979 $499K
Foster Victor Wealth Advisors, LLC 0.04% Add +11.8% 908 $498K
Aldebaran Financial Inc. 0.65% Add +16.7% 978 $498K
Renaissance Investment Group LLC 0.11% Reduce -2.9% 1,011 $498K
Traveka Wealth, LLC 0.24% Reduce -18.8% 975 $497K
Aprio Wealth Management, LLC 0.09% Add +2.1% 975 $497K
Hodges Capital Management Inc. 0.03% No change 975 $497K
Deseret Mutual Benefit Administrators 0.23% Add +6.9% 975 $497K
Elser Financial Planning, Inc 0.08% — 975 $497K
Private Ocean, LLC 0.04% Add +5.1% 975 $497K
State of Wyoming 0.08% Reduce -58.8% 974 $496K
Trust Co 0.06% Add +169.8% 974 $496K
Burr Financial Services, LLC 0.35% Reduce -3.0% 972 $495K
Genesee Capital Advisors, LLC 0.24% Reduce -0.2% 972 $495K
Paragon Private Wealth Management, LLC 0.28% Reduce -7.0% 972 $495K
M3 Advisory Group, LLC 0.41% Add +9.5% 969 $494K
Bill Few Associates, Inc. 0.19% Reduce -4.9% 969 $493K
FDx Advisors, Inc. 0.14% Reduce -88.3% 967 $492K
MQS Management LLC 0.30% Reduce -38.5% 964 $491K
Davis Capital Management 0.43% Add +29.1% 989 $489K
Values Added Financial LLC 0.35% Add +7.4% 960 $489K
D.B. Root & Company, LLC 0.17% Add +26.3% 960 $489K
Greenwood Gearhart LLC 0.05% Reduce -1.1% 960 $489K
Cheviot Value Management, LLC 0.10% Reduce -11.6% 956 $487K
Teza Capital Management LLC 0.06% Reduce -94.1% 955 $486K
Vista Investment Partners LLC 0.16% Reduce -56.0% 954 $486K
Pettyjohn, Wood & White, Inc. 0.09% Add +2.3% 951 $484K
Sandy Cove Advisors, LLC 0.22% Reduce -6.6% 951 $484K
KOM Wealth Management Group, LLC 0.45% Add +36.9% 950 $484K
Amplius Wealth Advisors, LLC 0.05% Reduce -0.8% 947 $482K
Van Strum & Towne Inc. 0.17% No change 945 $481K
Old Port Advisors 0.14% Add +4.5% 943 $480K
Red Wave Investments LLC 0.18% Reduce -0.4% 942 $480K
Staley Capital Advisers Inc. 0.02% No change 939 $478K
Eubel Brady & Suttman Asset Management Inc. 0.08% Add +28.0% 938 $478K
Orser Capital Management, LLC 0.36% Reduce -8.8% 938 $478K
Seelaus Asset Management LLC 0.50% Reduce -5.5% 937 $477K
Etesian Wealth Advisors, Inc. 0.27% Add +4.2% 934 $476K
LifePro Asset Management 0.34% Reduce -3.4% 931 $474K
One Wealth Map LLC 0.29% Reduce -4.4% 848 $474K
Security National Bank of So Dak 0.28% Reduce -0.2% 930 $474K
Matisse Capital 0.23% No change 930 $474K
Creative Financial Designs Inc. 0.04% Add +0.3% 929 $473K
Lion Street Advisors, LLC 0.17% Add +17.5% 926 $472K
Klingman & Associates, LLC 0.03% Reduce -2.4% 926 $472K
Lafayette Investments, Inc. 0.11% Reduce -17.8% 925 $471K
Klingenstein Fields & Co. LP 0.02% Add +0.2% 925 $471K
Insight Folios Inc 0.19% No change 922 $469K
Lockerman Financial Group, Inc. 0.85% Reduce -0.5% 921 $469K
Barrett & Company, Inc. 0.21% Reduce -9.8% 919 $468K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Add +4.2% 919 $468K
New England Capital Financial Advisors LLC 0.26% Add +0.1% 919 $468K
Heritage Wealth Management, Inc. 0.45% Add +1.1% 912 $464K
Western Pacific Wealth Management, LP 0.35% Reduce -21.4% 910 $464K
Cascade Investment Group, Inc. 0.36% Reduce -2.7% 910 $463K
Mayport, LLC 0.16% No change 909 $463K
Founders Financial Alliance, LLC 0.14% Reduce -6.9% 907 $462K
Towerpoint Wealth, LLC 0.23% Reduce -0.7% 905 $461K
World Equity Group, Inc. 0.14% Reduce -12.3% 904 $460K
McGowan Group Asset Management, Inc. 0.07% Add +6.9% 900 $458K
Altus Wealth Group LLC 0.23% Reduce -3.7% 900 $458K
Peterson Wealth Services 0.16% Add +1.0% 897 $457K
XR Securities LLC 0.77% Reduce -38.3% 895 $456K
Optivise Advisory Services LLC 0.25% — 893 $455K
Levy Wealth Management Group, LLC 0.12% Reduce -11.0% 892 $454K
Optiver Holding B.V. 0.01% New 890 $453K
Strata Wealth Advisors, LLC 0.16% New 889 $453K
Cascade Financial Partners, LLC 0.06% No change 889 $453K
Clare Market Investments LLC 0.13% Reduce -4.2% 889 $453K
Liberty Wealth Management LLC 0.08% Add +461.6% 4,953 $452K
Albert D Mason Inc. 0.30% Reduce -0.5% 886 $451K
Verus Capital Partners, LLC 0.05% Add +8.4% 886 $451K
Satovsky Asset Management LLC 0.11% Add +0.5% 886 $451K
Grassi Investment Management 0.04% Reduce -28.3% 885 $451K
Forefront Analytics, LLC 0.21% Add +6.4% 877 $449K
Ridgecrest Wealth Partners, LLC 0.27% Reduce -0.5% 879 $448K
REDW Wealth LLC 0.12% No change 879 $448K
NFSG Corp 0.17% Add +8.4% 875 $446K
Cooper/Haims Advisors, LLC 0.25% Reduce -1.6% 872 $444K
Centennial Bank 0.22% Reduce -0.1% 869 $443K
Lanham O'Dell & Company, Inc. 0.25% No change 869 $443K
Financial & Tax Architects, LLC 0.12% New 868 $442K
Tidemark, LLC 0.20% Add +1.2% 868 $442K
Birchcreek Wealth Management, LLC 0.25% Reduce -0.5% 866 $441K
Meridian Wealth Partners, LLC 0.08% Add +7.6% 866 $441K
Mustard Seed Financial, LLC 0.42% No change 865 $441K
First United Bank & Trust 0.16% No change 865 $441K
Gallagher Fiduciary Advisors, LLC 0.10% No change 861 $438K
Lantz Financial LLC 0.14% Reduce -7.8% 859 $437K
Garde Capital, Inc. 0.03% Reduce -16.2% 857 $437K
Versant Capital Management, Inc 0.11% Add +67.6% 858 $437K
Horizon Wealth Management, LLC 0.10% Reduce -27.3% 856 $436K
Stonekeep Investments, LLC 0.35% — 856 $436K
Fairview Capital Investment Management, LLC 0.02% No change 856 $436K
Juncture Wealth Strategies, LLC 0.18% Reduce -3.7% 853 $434K
Abel Hall, LLC 0.31% Reduce -9.7% 850 $433K
Granite Harbor Advisors, Inc. 0.28% Add +0.1% 849 $432K
Pasadena Private Wealth, LLC 0.10% No change 848 $432K
Seamount Financial Group Inc. 0.35% Reduce -1.7% 847 $431K
Horizon Financial Services, LLC 0.27% No change 842 $429K
Elite Wealth Management, Inc. 0.09% No change 841 $428K
Cairn Investment Group, Inc. 0.25% Reduce -3.0% 841 $428K
FWG Investments, LLC. 0.43% New 840 $428K
Legacy Trust 0.11% Reduce -2.1% 836 $426K
Bank of Marin 0.37% Add +18.9% 835 $425K
Bank Ozk 0.18% Add +12.7% 835 $425K
Regatta Capital Group, LLC 0.09% Reduce -1.1% 832 $424K
Beaton Management Co. Inc. 0.23% Add +3.1% 831 $423K
West Wealth Group, LLC 0.15% Add +2.0% 830 $423K
Hamilton Wealth, LLC 0.11% New 830 $423K
Octavia Wealth Advisors, LLC 0.06% Add +2.1% 830 $423K
Sharp Wealth Advisory, LLC 0.36% Reduce -30.9% 829 $422K
Financial Council, LLC 0.24% Add +2.1% 827 $421K
360 Financial, Inc. 0.16% No change 826 $421K
Exchange Bank 0.36% Add +14.3% 825 $420K
Clear Rock Advisors, LLC 0.18% No change 824 $420K
Rosenberg Matthew Hamilton 0.12% Reduce -3.8% 847 $419K
Lynx Investment Advisory 0.31% — 821 $418K
Zimmermann Investment Management & Planning LLC 0.14% Reduce -51.5% 820 $418K
Center for Financial Planning, Inc. 0.06% Add +0.4% 819 $417K
Veery Capital, LLC 0.17% Add +3.4% 819 $417K
Benin Management CORP 0.13% Add +0.6% 819 $417K
Greenland Capital Management LP 0.09% New 819 $417K
Walker Asset Management, LLC 0.28% Add +0.4% 816 $415K
Cherry Tree Wealth Management, LLC 0.10% Reduce -0.2% 815 $415K
ProVise Management Group, LLC 0.04% Reduce -1.1% 812 $414K
Columbia Asset Management 0.08% Add +12.0% 811 $413K
BlackDiamond Wealth Management, LLC 0.27% Add +13.7% 729 $413K
Banco BTG Pactual S.A. 0.11% New 714 $412K
Integral Investment Advisors, Inc. 0.15% Reduce -11.9% 848 $412K
ETF Portfolio Partners, Inc. 0.13% No change 809 $412K
Family Manage LLC 0.07% Reduce -24.8% 808 $411K
Dogwood Wealth Management LLC 0.25% Add +28.5% 808 $411K
Trilogy Capital Inc. 0.02% Add +71.1% 806 $411K
Marathon Mission, Inc. 0.31% Reduce -3.2% 806 $410K
Sutton Place Investors LLC 0.27% Reduce -63.2% 806 $410K
Jmac Enterprises LLC 0.07% Reduce -6.3% 805 $410K
Verde Capital Management 0.13% Add +21.4% 804 $410K
Shulman DeMeo Asset Management LLC 0.11% Add +0.9% 804 $409K
Luts & Greenleigh Group, Inc. 0.42% — 802 $408K
Ariadne Wealth Management, LP 0.32% — 798 $406K
Indiana Trust & Investment Management Co 0.15% Add +12.9% 796 $405K
Spectrum Wealth Counsel, LLC 0.05% Reduce -5.0% 793 $404K
SYM FINANCIAL Corp 0.06% Add +58.1% 792 $404K
Global Financial Private Client, LLC 0.17% No change 792 $403K
Braun-Bostich & Associates Inc. 0.30% Reduce -39.4% 788 $401K
Wendell David Associates Inc. 0.04% No change 787 $401K
Philadelphia Trust Co. 0.03% Reduce -3.4% 788 $401K
Rational Advisors, Inc. 0.04% New 787 $401K
Tempus Wealth Planning, LLC 0.17% Add +20.3% 784 $399K
Bangor Savings Bank 0.04% Add +4.5% 783 $399K
Aviso Wealth Management 0.24% Reduce -0.4% 783 $399K
Omnia Family Wealth, LLC 0.17% Add +9.7% 782 $398K
Cherrydale Wealth Management, LLC 0.17% Add +12.5% 782 $398K
Clark Financial Services Group Inc. 0.42% Add +3.3% 782 $398K
Tandem Wealth Advisors LLC 0.21% No change 781 $398K
Sustainable Insight Capital Management, LLC 0.20% Add +3.3% 781 $398K
Investors Asset Management of Georgia Inc. /Ga/ 0.19% Reduce -11.4% 779 $397K
Moody Aldrich Partners LLC 0.08% Reduce -30.4% 779 $397K
Bernardo Wealth Planning LLC 0.11% Reduce -3.6% 779 $397K
Kinloch Capital, LLC 0.21% Add +16.6% 774 $394K
Kaydan Wealth Management, Inc. 0.14% Reduce -5.3% 774 $394K
Balentine LLC 0.02% Reduce -95.7% 774 $394K
Byrne Asset Management LLC 0.33% New 810 $394K
Walkner Condon Financial Advisors LLC 0.09% Add +9.0% 773 $394K
Taylor & Morgan Wealth Management, LLC 0.28% No change 773 $394K
Continuum Wealth Advisors, LLC 0.21% Reduce -2.4% 772 $393K
Fi3 FINANCIAL ADVISORS, LLC 0.17% Add +1.6% 772 $393K
Garrison Asset Management, LLC 0.21% Add +0.3% 771 $393K
Jump Financial, LLC 0.01% Reduce -97.7% 771 $393K
Heritage Wealth Partners, LLC 0.57% Reduce -55.0% 769 $392K
Cary Street Partners Asset Management LLC 0.06% New 767 $391K
Edge Wealth Management LLC 0.08% Reduce -1.3% 767 $391K
Hibernia Wealth Partners, LLC 0.14% Add +34.9% 766 $390K
Avaii Wealth Management, LLC 0.22% Reduce -3.5% 765 $390K
Atwood & Palmer Inc. 0.03% Reduce -7.3% 765 $390K
Physician Wealth Advisors, Inc. 0.07% Add +2.0% 709 $389K
Atticus Wealth Management, LLC 0.13% Add +26.5% 763 $388K
Brooks, Moore & Associates, Inc. 0.25% No change 762 $388K
Red Lighthouse Investment Management, LLC 0.16% No change 761 $388K
Reynders McVeigh Capital Management, LLC 0.02% No change 760 $387K
Goldstone Financial Group, LLC 0.08% New 759 $386K
Northwest Wealth Management, LLC 0.10% Reduce -33.2% 755 $385K
Global Strategic Investment Solutions, LLC 0.05% Reduce -8.6% 751 $383K
One Day In July LLC 0.05% Reduce -14.7% 750 $382K
JGP Wealth Management, LLC 0.05% Add +13.5% 749 $381K
BlueChip Wealth Advisors LLC 0.22% Reduce -6.0% 746 $380K
Truepoint, Inc. 0.01% Reduce -7.9% 745 $379K
waypoint wealth counsel 0.29% Reduce -2.2% 743 $379K
Ritter Daniher Financial Advisory LLC / DE 0.12% Reduce -6.8% 743 $378K
Emerald Advisors, LLC 0.06% Reduce -0.1% 743 $378K
Apriem Advisors 0.05% Add +0.7% 742 $378K
Gray Wealth Management Inc. 0.16% Reduce -7.3% 740 $377K
Westshore Wealth, LLC 0.16% No change 740 $377K
Element Wealth, LLC 0.21% Reduce -6.7% 739 $376K
Boston Research & Management Inc. 0.10% No change 740 $376K
Financial Planning & Information Services, Inc. 0.06% No change 738 $376K
Arbor Investment Advisors, LLC 0.06% No change 738 $376K
Worth Financial Advisory Group, LLC 0.25% Reduce -45.1% 736 $375K
Rosenbaum Jay D. 2.16% No change 736 $375K
Barnes Pettey Financial Advisors, LLC 0.32% No change 735 $374K
Centennial Wealth Advisory LLC 0.16% Add +42.3% 734 $374K
Dark Forest Capital Management LP 0.07% Add +76.9% 734 $374K
Laffer Tengler Investments, Inc. 0.10% Add +3.5% 732 $373K
Birch Hill Investment Advisors LLC 0.02% Reduce -4.7% 732 $373K
Emergent Wealth Advisors, LLC 0.30% Reduce -10.9% 727 $372K
Voisard Asset Management Group, Inc. 0.18% Add +30.3% 731 $372K
O'Brien Greene & Co. Inc 0.12% Add +76.3% 730 $372K
Benchmark Financial Wealth Advisors, LLC 0.14% Reduce -5.8% 730 $372K
Consilio Wealth Advisors, LLC 0.17% Add +31.4% 732 $371K
BlueSky Wealth Advisors, LLC 0.06% New 728 $371K
American Financial Advisors, LLC 0.05% Add +3.7% 727 $370K
Dash Acquisitions Inc. 0.10% Reduce -0.8% 645 $370K
Narus Financial Partners, LLC 0.15% Reduce -0.7% 722 $368K
Brown Capital Management LLC 0.01% Reduce -3.5% 722 $368K
Signet Financial Management, LLC 0.05% Reduce -0.6% 721 $367K
Citizens & Northern Corp. 0.11% Add +15.8% 719 $366K
New World Advisors LLC 0.10% No change 719 $366K
Marino, Stram & Associates LLC 0.09% Add +0.4% 718 $366K
Investmark Advisory Group LLC 0.19% Reduce -8.1% 717 $365K
ICONIQ Capital, LLC 0.01% New 716 $365K
Lansing Street Advisors 0.15% Add +7.2% 715 $364K
Brogan Financial, Inc. 0.23% Add +2.7% 714 $364K
Client 1ST Advisory Group, LLC 0.16% Reduce -11.8% 714 $364K
WealthPlan Investment Management, LLC 0.05% Reduce -12.3% 711 $362K
Bath Savings Trust Co 0.04% Reduce -1.5% 711 $362K
Alpine Woods Capital Investors, LLC 0.06% Reduce -9.6% 710 $362K
Hazlett, Burt & Watson, Inc. 0.19% Add +0.1% 705 $361K
Mascoma Wealth Management LLC 0.10% Reduce -15.4% 706 $360K
Merriman Wealth Management, LLC 0.02% Reduce -5.5% 705 $359K
Creekmur Asset Management LLC 0.09% Reduce -0.4% 703 $358K
Westmount Partners, LLC 0.12% Reduce -6.0% 723 $357K
Paradigm, Strategies in Wealth Management, LLC 0.22% Reduce -4.2% 702 $357K
Paragon Capital Management LLC 0.19% No change 701 $357K
Shay Capital LLC 0.10% New 700 $356K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.06% No change 700 $356K
Aft, Forsyth & Company, Inc. 0.17% Add +33.4% 699 $356K
RTD Financial Advisors, Inc. 0.05% No change 699 $356K
Commonwealth Financial Services, LLC 0.07% Add +9.0% 726 $355K
Rise Advisors, LLC 0.19% Add +0.4% 697 $355K
Index Fund Advisors, Inc. 0.02% No change 697 $355K
Family Firm, Inc. 0.08% Add +0.3% 695 $354K
BBR Partners, LLC 0.03% Add +38.6% 693 $353K
Crown Wealth Group, LLC 0.18% Add +1.5% 692 $352K
Gemmer Asset Management LLC 0.04% Reduce -13.1% 692 $352K
Fortem Financial Group, LLC 0.15% Reduce -4.8% 689 $351K
Cutter & CO Brokerage, Inc. 0.09% Reduce -2.0% 689 $351K
Orion Capital Management LLC 0.18% Reduce -5.5% 689 $351K
4J Wealth Management LLC 0.29% No change 688 $350K
Seldon Capital LP 0.20% No change 687 $350K
Baron Silver Stevens Financial Advisors, LLC 0.07% Reduce -31.0% 685 $349K
CWS Financial Advisors, LLC 0.14% No change 684 $348K
Baker Ellis Asset Management LLC 0.05% No change 684 $348K
Shilanski & Associates, Inc. 0.12% Reduce -1.6% 682 $348K
Dentgroup LLC 0.28% Reduce -10.3% 679 $346K
AlphaStar Capital Management, LLC 0.03% Reduce -4.7% 676 $344K
Indie Asset Partners, LLC 0.27% Add +17.6% 675 $344K
Flaharty Asset Management, LLC 0.05% No change 674 $343K
Drake & Associates, LLC 0.12% Add +1.2% 673 $343K
Brass Tax Wealth Management, Inc. 0.07% New 673 $343K
Williams & Novak, LLC 0.32% Reduce -3.2% 672 $342K
Talisman Wealth Advisors LLC 0.40% Add +12.4% 672 $342K
Landaas & Co. /Wi 0.10% No change 671 $342K
Newton One Investments LLC 0.15% Reduce -5.4% 671 $342K
V2 Financial group LLC 0.23% Reduce -3.7% 603 $342K
Rothschild Wealth LLC 0.11% Reduce -1.0% 669 $341K
Camelot Portfolios, LLC 0.19% New 669 $341K
Southeast Asset Advisors, LLC 0.04% No change 668 $340K
JFS Wealth Advisors, LLC 0.03% Reduce -12.6% 667 $340K
Capstone Financial Advisors, Inc. 0.02% Reduce -21.1% 666 $339K
Greatmark Investment Partners, Inc. 0.05% No change 665 $339K
Cottonwood Capital Advisors, LLC 0.26% Reduce -12.0% 688 $339K
Custom Portfolio Group LLC 0.27% No change 664 $338K
Bullseye Investment Management, LLC 0.23% New 587 $337K
Disciplined Equity Management, Inc. 0.22% No change 660 $336K
Mystic Asset Management, Inc. 0.14% Add +20.7% 660 $336K
NDVR, Inc. 0.35% Reduce -8.8% 659 $336K
Yeomans Consulting Group, Inc. 0.13% Reduce -1.1% 659 $336K
Aspen Investment Management Inc 0.17% No change 658 $335K
Concentric Wealth Management, LLC 0.09% Add +2.7% 657 $335K
SJS Investment Consulting Inc. 0.06% Add +8.1% 657 $335K
Covestor Ltd 0.22% Add +3.8% 654 $334K
Carroll Investors, Inc 0.23% No change 469 $333K
Custos Family Office, LLC 0.13% Add +2.7% 654 $333K
Worth Asset Management, LLC 0.20% Reduce -8.3% 651 $332K
Jackson Wealth Management, LLC 0.07% Reduce -95.9% 649 $331K
Evanson Asset Management, LLC 0.02% No change 648 $330K
Hobbs Group Advisors, LLC 0.13% — 648 $330K
Twin Focus Capital Partners, LLC 0.05% Reduce -2.3% 647 $329K
LBMC Investment Advisors, LLC 0.03% No change 647 $329K
Ironsides Asset Advisors, LLC 0.11% No change 646 $329K
Swisher Financial Concepts, Inc. 0.33% Reduce -3.2% 661 $329K
Halbert Hargrove Global Advisors, LLC 0.02% Add +2.2% 646 $329K
Motive Wealth Advisors 0.20% Reduce -3.0% 645 $328K
M. Kraus & Co 0.10% No change 645 $328K
Kelman-Lazarov, Inc. 0.06% Reduce -16.0% 642 $327K
Teamwork Financial Advisors, LLC 0.05% Reduce -48.8% 642 $327K
Frazier Financial Advisors, LLC 0.26% Add +3.5% 642 $327K
Blueprint Investment Partners LLC 0.07% Reduce -6.3% 641 $327K
Accel Wealth Management 0.13% Add +54.8% 641 $326K
Von Berge Wealth Management Group, LLC 0.21% Add +0.1% 659 $326K
Vista Capital Partners, Inc. 0.04% Add +5.3% 639 $325K
Wealth Dimensions Group, Ltd. 0.09% Add +0.9% 638 $325K
Endowment Wealth Management, Inc. 0.24% Add +1.9% 637 $325K
Legacy PCG, LLC 0.20% No change 637 $324K
Hutchens & Kramer Investment Management Group, LLC 0.18% Reduce -39.7% 654 $324K
Gries Financial LLC 0.07% Reduce -61.8% 635 $323K
GSG Advisors LLC 0.11% Add +10.7% 652 $322K
Blue Barn Wealth, LLC 0.18% Add +13.8% 633 $322K
Aufman Associates Inc 0.23% Add +1.1% 632 $322K
Stephenson & Company, Inc. 0.24% No change 629 $320K
TFC Financial Management, Inc. 0.06% Add +52.1% 628 $320K
Seed Wealth Management, Inc. 0.28% No change 627 $319K
Edgemoor Investment Advisors, Inc. 0.03% Reduce -0.6% 626 $319K
Union Savings Bank 0.17% Add +6.5% 626 $319K
Sittner & Nelson, LLC 0.16% Reduce -4.7% 624 $318K
Heartwood Wealth Advisors LLC 0.04% Reduce -6.7% 624 $318K
Security Financial Services, INC. 0.07% Add +1.0% 623 $317K
Lakeshore Financial Planning, Inc. 0.15% No change 622 $317K
Hillsdale Investment Management Inc. 0.03% Reduce -78.7% 622 $317K
Crumly & Associates Inc. 0.09% No change 620 $316K
Maripau Wealth Management LLC 0.22% New 619 $315K
Avity Investment Management Inc. 0.03% No change 618 $315K
Echo45 Advisors LLC 0.22% Reduce -27.0% 617 $314K
Private Client Services, LLC 0.20% Reduce -0.3% 617 $314K
Malaga Cove Capital, LLC 0.13% New 615 $313K
Cyrus J. Lawrence, LLC 0.06% Reduce -96.1% 616 $313K
TruWealth Advisors, LLC 0.02% Reduce -97.5% 615 $313K
Peak Planning Group, LLC 0.15% Add +50.3% 613 $312K
Woodward Diversified Capital, LLC 0.18% Add +18.8% 613 $312K
Wayfinding Financial, LLC 0.18% Reduce -2.7% 612 $312K
Oldfather Financial Services, LLC 0.13% No change 612 $312K
Element Pointe Advisors, LLC 0.08% Reduce -13.6% 612 $312K
Bridge Advisory, LLC 0.15% Reduce -1.6% 611 $311K
Winch Advisory Services, LLC 0.09% Add +1.8% 610 $311K
Verity Asset Management, Inc. 0.12% Add +15.1% 609 $311K
Xcel Wealth Management, LLC 0.10% Reduce -1.9% 610 $311K
Brave Warrior Advisors 0.01% No change 610 $311K
McDaniel Terry & Co. 0.03% Reduce -21.6% 608 $310K
Golden Road Advisors LLC 0.25% Add +17.2% 628 $309K
West Bancorporation Inc. 0.23% Reduce -1.3% 606 $309K
McAdam, LLC 0.02% Add +20.3% 605 $308K
Coerente Capital Management 0.06% Add +39.1% 605 $308K
Sterling Group Wealth Management, LLC 0.18% — 604 $308K
IMZ Advisory Inc 0.15% Reduce -2.4% 602 $307K
Redwood Financial Network Corp 0.26% Reduce -12.8% 601 $306K
Olistico Wealth, LLC 0.20% Reduce -2.4% 600 $306K
Howard Wealth Management, LLC 0.24% Reduce -7.7% 600 $306K
Kohmann Bosshard Financial Services, LLC 0.04% No change 600 $306K
Woodstock Corp. 0.03% Reduce -12.3% 600 $306K
Sharkey, Howes & Javer 0.05% No change 597 $304K
AJ Advisors, LLC 0.17% Add +16.2% 596 $304K
Towne Trust Company, N.A 0.12% No change 595 $303K
Balefire, LLC 0.11% Add +15.4% 593 $302K
One Charles Private Wealth Services, LLC 0.13% No change 592 $301K
Probity Advisors, Inc. 0.06% Add +1.5% 592 $301K
Wedgewood Investors Inc. 0.36% — 591 $301K
Francis Financial, Inc. 0.09% Add +27.8% 588 $299K
Farmers & Merchants Trust Co of Chambersburg PA 0.12% Add +4.4% 588 $299K
Wolf Group Capital Advisors 0.12% Reduce -79.3% 587 $299K
McIlrath & Eck, LLC 0.04% Add +6.0% 587 $299K
MBA Advisors LLC 0.15% Reduce -8.6% 586 $298K
Tobias Financial Advisors, Inc. 0.06% Add +14.5% 585 $298K
Willis Johnson & Associates, Inc. 0.02% Reduce -7.2% 584 $297K
Meridian Financial Advisors, LLC 0.22% No change 583 $297K
Northstar Group, Inc. 0.06% Reduce -7.3% 583 $297K
Industrial Alliance Investment Management Inc. 0.17% New 580 $295K
Carr Financial Group Corp 0.09% Reduce -44.4% 579 $295K
Alliance Wealth Advisors, LLC 0.19% Reduce -15.1% 578 $294K
Curran Financial Partners, LLC 0.10% Add +1.2% 577 $294K
1858 Wealth Management, LLC 0.24% Reduce -9.9% 574 $292K
CJM Wealth Advisers, Ltd. 0.11% Reduce -2.5% 589 $291K
Forthright Family Wealth Advisory LLC 0.19% Add +10.4% 572 $291K
Sandbox Financial Partners, LLC 0.11% Reduce -33.2% 572 $291K
LVZ, Inc. 0.04% Reduce -8.1% 568 $289K
Standard Family Office LLC 0.37% No change 567 $289K
SFE Investment Counsel 0.06% Reduce -19.1% 565 $288K
Zhang Financial LLC 0.02% Reduce -4.2% 565 $288K
Provenance Wealth Advisors, LLC 0.04% Reduce -5.5% 564 $287K
Peninsula Wealth, LLC 0.05% Add +2.2% 561 $287K
Lakewood Asset Management LLC 0.20% Add +0.4% 562 $286K
Nordwand Advisors, LLC 0.12% Reduce -74.5% 560 $285K
Pacific Global Investment Management Co. 0.05% No change 560 $285K
Blueshift Asset Management, LLC 0.10% New 559 $285K
49 Wealth Management, LLC 0.06% New 575 $285K
Legacy Financial Strategies, LLC 0.07% Add +3.9% 581 $284K
Eagle Strategies LLC 0.05% Reduce -69.2% 557 $284K
Biltmore Family Office, LLC 0.05% New 557 $284K
Alterna Wealth Management, Inc. 0.25% Reduce -5.3% 556 $283K
Burke & Herbert Bank & Trust Co. 0.07% Reduce -18.7% 556 $283K
Diligent Investors, LLC 0.07% Add +1.5% 555 $283K
Compass Ion Advisors, LLC 0.04% No change 569 $282K
G2 Capital Management, LLC / Oh 0.09% Add +0.4% 553 $282K
Barry Investment Advisors, LLC 0.09% No change 552 $281K
Elite Life Management LLC 1.09% Add +4.4% 551 $281K
Oakwell Private Wealth Management, LLC 0.08% No change 551 $281K
Mainsail Asset Management, LLC 0.22% No change 550 $280K
Magnolia Wealth Management, LLC 0.21% Reduce -50.0% 550 $280K
Blackston Financial Advisory Group, LLC 0.16% New 547 $279K
Team Financial Group, LLC 0.18% Add +4.0% 547 $278K
Kraft Asset Management, LLC 0.23% Add +24.1% 546 $278K
Laurel Wealth Planning LLC 0.19% No change 545 $278K
Forza Wealth Management, LLC 0.14% Reduce -6.5% 545 $278K
Autumn Glory Partners, LLC 0.14% Reduce -20.4% 545 $278K
Blue Investment Partners LLC 0.13% No change 545 $278K
OMNI 360 Wealth, Inc. 0.21% Reduce -2.9% 545 $278K
MN Wealth Advisors, LLC 0.16% Add +4.0% 544 $277K
Hamilton Capital, LLC 0.02% Reduce -21.1% 543 $277K
Cambridge Financial Group, LLC 0.13% No change 543 $276K
Lodestar Private Asset Management LLC 0.04% Reduce -8.3% 542 $276K
Matrix Private Capital Group LLC 0.17% Add +3.6% 542 $276K
Lane & Associates LLC 0.16% Add +17.7% 539 $274K
Legacies Wealth LLC 0.24% Add +3.9% 538 $274K
Acima Private Wealth, LLC 0.10% No change 538 $274K
Paces Ferry Wealth Advisors, LLC 0.17% Reduce -2.9% 537 $273K
First Citizens Financial Corp 0.16% Reduce -1.3% 537 $273K
Cypress Financial Planning LLC 0.11% Reduce -14.5% 537 $273K
United Bank 0.03% Reduce -1.3% 536 $273K
Range Financial Group LLC 0.14% Reduce -12.6% 536 $273K
Smith Shellnut Wilson LLC 0.13% No change 536 $273K
Northeast Investment Management 0.01% Reduce -75.7% 535 $272K
CapWealth Advisors, LLC 0.03% Add +4.9% 534 $272K
Alesco Advisors, LLC, An ESL Co 0.01% Add +9.2% 532 $271K
Carrera Capital Advisors 0.09% — 532 $271K
Fermata Advisors, LLC 0.06% Reduce -24.0% 531 $271K
Crew Capital Management, Ltd 0.22% No change 531 $270K
Warwick Investment Management, Inc. 0.06% New 531 $270K
Waterway Wealth Management, LLC 0.13% New 530 $270K
Saxony Capital Management, LLC 0.30% Add +3.5% 530 $270K
First Personal Financial Services 0.06% No change 530 $270K
Kuhn & Co Investment Counsel 0.24% Add +0.6% 528 $269K
Intrepid Capital Management Inc. 0.17% Add +8.2% 528 $269K
Focused Wealth Management, Inc 0.04% No change 527 $269K
Rollins Financial Advisors, LLC 0.05% No change 527 $268K
LifeSteps Financial, Inc. 0.22% No change 526 $268K
Breed's Hill Capital LLC 0.24% Add +8.5% 525 $267K
Sentry LLC 0.05% No change 525 $267K
Houlihan Financial Resource Group, Ltd. 0.18% No change 524 $267K
Peddock Capital Advisors, LLC 0.07% Reduce -19.3% 524 $267K
WealthPLAN Partners, LLC 0.03% Reduce -4.2% 523 $266K
Truvestments Capital LLC 0.11% New 523 $266K
Invictus Private Wealth, LLC 0.02% Reduce -20.6% 521 $265K
Fox Hill Wealth Management 0.16% Reduce -40.0% 520 $265K
Sachetta, LLC 0.12% Add +0.4% 458 $264K
Pavion Blue Capital, LLC 0.13% No change 518 $264K
NorthStar Asset Management LLC 0.18% Reduce -6.5% 517 $263K
Clarity Wealth Advisors, LLC 0.09% Reduce -3.0% 516 $263K
RW Investment Management LLC 0.04% No change 515 $262K
Foundry Partners, LLC 0.01% No change 515 $262K
AJOVista, LLC 0.75% Add +9.1% 514 $262K
NovaPoint Capital, LLC 0.09% No change 514 $262K
Orgel Wealth Management, LLC 0.01% Add +4.7% 513 $261K
Skyline Advisors, Inc. 0.11% Reduce -6.6% 511 $260K
Grey Ledge Advisors, LLC 0.07% Add +0.2% 511 $260K
High Probability Advisors, LLC 0.05% No change 509 $259K
MAS Advisors LLC 0.62% Add +1.0% 508 $259K
Oliver Luxxe Assets LLC 0.05% Add +0.2% 508 $259K
Kwmg, LLC 0.03% No change 508 $259K
NWF Advisory Services Inc. 0.04% Add +0.8% 507 $258K
Taylor Financial Group, Inc. 0.20% No change 505 $257K
Vantage Consulting Group Inc 0.19% Reduce -5.4% 505 $257K
Select Asset Management & Trust 0.10% No change 504 $257K
Wharton Business Group, LLC 0.01% No change 504 $257K
Tyler-Stone Wealth Management 0.11% Reduce -10.7% 503 $256K
N.E.W. Advisory Services LLC 0.03% Add +2.7% 501 $255K
Samjo Management, LLC 0.09% No change 500 $255K
NJ State Employees Deferred Compensation Plan 0.03% No change 500 $255K
Financial Partners Group, Inc 0.04% No change 498 $254K
Weaver Consulting Group 0.09% Reduce -16.4% 496 $253K
Sage Private Wealth Group, LLC 0.21% Add +4.9% 494 $252K
Wealthcare Capital Management LLC 0.03% Reduce -15.6% 494 $252K
Bantamac Capital, LLC 0.15% Add +0.6% 493 $251K
Gallacher Capital Management LLC 0.13% Reduce -28.3% 492 $251K
Triton Wealth Management, PLLC 0.15% No change 452 $251K
Manchester Financial Inc. 0.06% Add +6.5% 491 $250K
Willow Creek Wealth Management Inc. 0.03% Reduce -0.6% 491 $250K
Independent Family Office, LLC 0.14% Reduce -34.7% 500 $250K
Tortoise Investment Management, LLC 0.03% Reduce -2.6% 490 $250K
Deerfield Management Company, L.P. 0.00% No change 490 $250K
Twin Peaks Wealth Advisors, LLC 0.12% New 489 $249K
Phoenix Wealth Advisors 0.12% New 488 $249K
Wetzel Investment Advisors, Inc. 0.14% Reduce -23.4% 502 $248K
Mb, Levis & Associates, LLC 0.13% Add +11.7% 486 $248K
Acorn Financial Advisory Services Inc. 0.05% Add +7.5% 486 $247K
Integris Wealth Management, LLC 0.07% Reduce -11.5% 484 $246K
Investment Advisory Group, LLC 0.10% Reduce -7.5% 483 $246K
Ariston Services Group 0.24% No change 483 $246K
Raffa Wealth Management, LLC 0.07% Add +7.1% 483 $246K
Wick Capital Partners, LLC 0.08% Add +3.4% 481 $245K
Roof Eidam Maycock Peralta, LLC 0.07% Reduce -87.8% 480 $244K
CSM Advisors, LLC 0.02% Reduce -3.4% 481 $244K
Eaton-Cambridge Inc. 0.12% Reduce -2.6% 478 $243K
Phillips Financial Management, LLC 0.02% Add +16.1% 476 $242K
Capital Advisors Wealth Management, LLC 0.05% Add +2.8% 475 $242K
Redwood Investments, LLC 0.08% Reduce -89.0% 474 $241K
Cohen & Steers, Inc. 0.00% Reduce -1.9% 473 $241K
Affinity Capital Advisors, LLC 0.05% Reduce -1.9% 473 $241K
LCNB Corp. 0.09% No change 472 $240K
Headinvest, LLC 0.05% Add +12.9% 472 $240K
Gray Private Wealth, LLC 0.15% No change 471 $240K
WFA of San Diego, LLC 0.22% — 471 $240K
Hillman Capital Management, Inc. 0.08% No change 471 $240K
AlphaCore Capital LLC 0.06% Add +12.1% 471 $240K
Alkeme Wealth, LLC 0.11% No change 469 $239K
Elevatus Welath Management 0.09% Reduce -20.8% 469 $239K
jvl associates llc 0.10% Add +3.5% 468 $238K
Destiny Wealth Partners, LLC 0.04% Reduce -34.8% 468 $238K
Private Capital Management, LLC 0.03% Add +0.2% 468 $238K
Embree Financial Group 0.05% Reduce -24.0% 466 $238K
Briaud Financial Planning Inc 0.14% No change 466 $237K
CM Wealth Advisors LLC 0.11% No change 465 $237K
Leith Wheeler Investment Counsel Ltd. 0.02% New 464 $236K
Cosner Financial Group, LLC 0.17% Add +0.4% 464 $236K
Acorn Creek Capital LLC 0.14% New 462 $235K
Avalon Capital Management 0.07% New 461 $235K
Gilbert & Cook, Inc. 0.03% No change 460 $234K
LPWM LLC 0.08% Reduce -2.0% 479 $234K
Phocas Financial Corp. 0.03% No change 460 $234K
Hanson & Doremus Investment Management 0.04% Add +10.9% 459 $234K
Portman Square Capital LLP 0.18% Add +2.2% 459 $234K
Massachusetts Wealth Management 0.16% No change 457 $233K
Ransom Advisory, Ltd 0.12% Add +132.0% 457 $233K
Bell Investment Advisors, Inc 0.05% Reduce -9.3% 457 $233K
Financial Management Network Inc. 0.06% Reduce -3.0% 476 $232K
Old Mission Investment Co LLC 0.08% No change 455 $232K
Keyes, Stange & Wooten Wealth Management, LLC 0.16% Reduce -1.1% 455 $232K
Curated Wealth Partners LLC 0.03% — 453 $231K
Sax Wealth Advisors, LLC 0.02% New 452 $230K
Country Trust Bank 0.01% Add +9.2% 451 $230K
Purus Wealth Management, LLC 0.10% No change 450 $229K
Legacy Financial Group, Inc. 0.09% Reduce -1.5% 450 $229K
Smith Group Asset Management, LLC 0.02% Reduce -98.7% 450 $229K
SPC Financial, Inc. 0.02% Reduce -91.3% 449 $229K
Old Second National Bank of Aurora 0.06% Add +18.5% 448 $228K
Permanent Capital Management, LP 0.05% — 731 $228K
Retirement Planning Co of New England, Inc. 0.12% Add +5.4% 448 $228K
WINTON GROUP Ltd 0.02% New 447 $228K
Pacific Center for Financial Services 0.06% No change 445 $227K
Roberts Financial Services LLC 0.05% Add +0.7% 445 $227K
Wealthquest Corp 0.02% Add +4.7% 444 $226K
Capital Investment Services of America, Inc. 0.02% No change 444 $226K
Convergence Financial, LLC 0.06% New 442 $225K
Wade Financial Advisory, Inc 0.08% New 442 $225K
Academy Capital Management 0.04% No change 441 $225K
WBH Advisory Inc. 0.02% No change 438 $223K
Roth Financial Partners LLC 0.10% Reduce -5.8% 435 $222K
CBIZ Investment Advisory Services, LLC 0.01% No change 434 $221K
GEM Asset Management, LLC 0.14% No change 434 $221K
WestHill Financial Advisors, Inc. 0.05% New 434 $221K
Cora Capital Advisors LLC 0.11% Reduce -2.7% 433 $221K
Financial Freedom, LLC 0.13% Add +19.0% 433 $220K
Barr E S & Co. 0.01% Add +1.6% 431 $220K
Obsidian Cio, LLC 0.05% Add +3.1% 430 $219K
TriaGen Wealth Management LLC 0.08% No change 428 $218K
Alpha Financial Partners LLC 0.19% New 428 $218K
Team Hewins, LLC 0.09% New 427 $217K
Cedar Brook Financial Partners, LLC 1.64% Reduce -86.6% 427 $217K
RAM Investment Partners, LLC 0.06% Add +5.2% 426 $217K
Key Client Fiduciary Advisors, LLC 0.11% Reduce -0.9% 425 $217K
Addison Advisors LLC 0.07% Add +17.1% 425 $216K
Windward Capital Management Co. 0.02% Reduce -10.0% 424 $216K
Oxbow Advisors, LLC 0.03% Reduce -97.4% 424 $216K
Midwest Professional Planners, LTD. 0.07% No change 424 $216K
Napatree Capital LLC 0.17% New 423 $215K
Advisory Resource Group 0.05% No change 423 $215K
Capasso Planning Partners LLC 0.07% Reduce -0.5% 423 $215K
Southern Capital Advisors, LLC 0.13% Reduce -4.1% 422 $215K
Dynamic Technology Lab Private Ltd 0.02% New 421 $215K
Trademark Financial Management, LLC 0.17% New 422 $215K
Scissortail Wealth Management, LLC 0.05% New 421 $214K
Partners in Financial Planning 0.05% No change 421 $214K
Harris Associates (Oakmark Funds) 0.00% Reduce -67.2% 420 $214K
Vivid Wealth Management, LLC 0.12% Reduce -70.6% 420 $214K
Summit Asset Management, LLC 0.03% No change 418 $213K
BLB&B Advisors, LLC 0.01% Reduce -0.2% 418 $213K
Thrive Capital Management, LLC 0.10% Reduce -5.4% 417 $212K
Atom Investors LP 0.02% New 417 $212K
25 LLC 0.10% Reduce -0.2% 416 $212K
TPG Financial Advisors, LLC 0.10% — 416 $212K
Fortis Capital Advisors, LLC 0.08% Reduce -13.0% 415 $211K
Phraction Management LLC 0.08% New 414 $211K
HWG Holdings LP 0.08% — 413 $210K
Financial Avengers, Inc. 0.11% Reduce -8.8% 413 $210K
Hutner Capital Management Inc. 0.12% Reduce -4.6% 412 $210K
Hamilton Point Investment Advisors, LLC 0.04% New 412 $210K
Financial Network Wealth Advisors LLC 0.16% New 409 $209K
PCA Investment Advisory Services Inc. 0.11% New 410 $209K
Ibex Wealth Advisors 0.03% Reduce -97.7% 410 $209K
Laurel Wealth Advisors LLC 0.04% Reduce -4.7% 409 $208K
Foundation Wealth Management, LLC 0.16% No change 408 $208K
Sage Investment Advisers LLC 0.23% No change 407 $207K
Rareview Capital LLC 0.20% No change 406 $207K
Shakespeare Wealth Management, LLC 0.06% New 405 $206K
BIP Wealth, LLC 0.02% Reduce -36.6% 404 $206K
Davidson Trust Co. 0.14% New 403 $205K
Quantum Portfolio Management LLC 0.12% Reduce -39.6% 403 $205K
Provident Wealth Management, LLC 0.08% New 403 $205K
Colton Groome Financial Advisors, LLC 0.08% Reduce -15.3% 400 $204K
O'Keefe Stevens Advisory, Inc. 0.07% New 400 $204K
Harbor Group, Inc. 0.05% New 399 $203K
Randall & Associates Wealth Management 0.18% New 399 $203K
Powers Advisory Group, LLC 0.11% New 399 $203K
Integrity Wealth Solutions LLC 0.13% New 398 $203K
Tuttle Capital Management, LLC 1.21% New 409 $203K
Acorn Wealth Advisors, LLC 0.10% New 396 $202K
Jackson Thornton Wealth Management, LLC 0.03% Reduce -8.1% 396 $202K
Aua Capital Management, LLC 0.12% New 395 $201K
NTV Asset Management LLC 0.03% New 395 $201K
Center For Asset Management LLC 0.13% New 393 $200K
Trust Co. of Oklahoma 0.07% Reduce -3.2% 393 $200K
VestGen Investment Management 0.06% New 393 $200K
Nottingham Advisors, Inc. 0.02% New 393 $200K
First Community Trust NA 0.17% Add +21.3% 388 $198K
Pin Oak Investment Advisors Inc. 0.19% No change 386 $197K
Tsfg, LLC 0.05% Add +10.6% 386 $197K
Pingora Partners LLC 0.14% No change 375 $191K
Wolff Wiese Magana LLC 0.15% Add +1.9% 374 $190K
Keener Financial Planning LLC 0.12% Reduce -3.9% 373 $189K
Founders Capital Management 0.12% No change 365 $186K
PSI Advisors, LLC 0.06% Add +39.8% 355 $180K
Dunhill Financial, LLC 0.11% Add +16.5% 353 $180K
FSC Wealth Advisors, LLC 0.13% No change 351 $179K
Cornerstone Planning Group LLC 0.05% Reduce -18.1% 313 $178K
Mizuho Securities Co. Ltd. 0.40% New 340 $173K
Private Wealth Management Group, LLC 0.07% Reduce -9.9% 337 $172K
Mendota Financial Group, LLC 0.09% No change 335 $171K
Dakota Community Bank & Trust NA 0.91% Reduce -2.9% 333 $170K
Boyd Watterson Asset Management LLC 0.05% No change 331 $169K
Aspect Partners, LLC 0.10% No change 319 $162K
Stone House Investment Management, LLC 0.04% Reduce -5.9% 318 $162K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 312 $159K
Mfa Wealth Advisors, LLC 0.03% New 312 $159K
Mizuho Bank, Ltd. 0.04% New 310 $158K
HighMark Wealth Management LLC 0.09% Reduce -8.4% 304 $155K
Fortitude Family Office, LLC 0.09% Add +38.8% 304 $155K
Paloma Partners Management Co 0.02% New 301 $153K
Beach Investment Counsel Inc. 0.02% Reduce -98.4% 300 $153K
Your Advocates Ltd., LLP 0.06% No change 298 $152K
Register Financial Advisors LLC 0.08% Add +5.7% 295 $150K
Mowery & Schoenfeld Wealth Management, LLC 0.21% Add +65.9% 292 $149K
Painted Porch Advisors LLC 0.08% New 289 $147K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -2.0% 286 $145K
Naples Money Management LLC 0.12% Add +1.4% 290 $143K
Beacon Capital Management, LLC 0.03% Add +0.7% 277 $141K
Tradewinds Capital Management, LLC 0.04% Add +1.5% 276 $141K
Blume Capital Management, Inc. 0.03% No change 275 $140K
Ashburton (Jersey) Ltd 0.06% — 280 $139K
Empirical Asset Management, LLC 0.05% New 18,612 $136K
Abound Wealth Management 0.05% Reduce -12.5% 265 $135K
TD Capital Management LLC 0.01% Add +0.4% 264 $134K
First PREMIER Bank 0.03% No change 256 $130K
USA Financial Formulas 0.02% Add +30.9% 254 $129K
Moisand Fitzgerald Tamayo, LLC 0.02% Add +12.9% 253 $129K
Hills Bank & Trust Co 0.01% New 247 $126K
Rowlandmiller & Partners.adv 0.03% No change 245 $125K
Wellington Shields & Co., LLC 0.04% Reduce -47.4% 238 $121K
Natixis Investment Managers International 0.01% Reduce -20.2% 237 $121K
Avion Wealth 0.03% Add +23.4% 237 $120K
Delta Asset Management LLC 0.01% No change 234 $119K
Scarborough Advisors, LLC 0.05% Add +1.3% 231 $118K
Canton Hathaway, LLC 0.03% No change 230 $117K
Financial Connections Group, Inc. 0.06% Add +4.2% 224 $114K
Maj Invest Holding A/S 0.00% No change 222 $113K
Compass Wealth Management LLC 0.03% Add +0.9% 219 $112K
Riggs Asset Managment Co. Inc. 0.03% Reduce -1.4% 217 $111K
Fairman Group, LLC 0.11% No change 217 $111K
FWL Investment Management, LLC 0.05% Add +130.4% 212 $108K
Cassady Schiller Wealth Management, LLC 0.04% Reduce -4.6% 209 $106K
American Capital Advisory, LLC 0.08% New 201 $106K
Bear Mountain Capital, Inc. 0.04% Reduce -16.7% 200 $102K
Slocum, Gordon & Co LLP 0.08% No change 200 $102K
CKW Financial Group 0.01% No change 200 $99K
Pineridge Advisors LLC 0.03% No change 194 $99K
Pension & Wealth Management Advisors, Inc. 0.05% No change 187 $95K
WFA Asset Management Corp 0.05% Reduce -29.8% 186 $95K
ICA Group Wealth Management, LLC 0.06% Reduce -93.1% 185 $94K
Pacific Capital Wealth Advisors, Inc. 0.02% Add +77.9% 185 $94K
Activest Wealth Management 0.03% Reduce -13.3% 182 $92K
Front Row Advisors LLC 0.03% Add +12.4% 181 $92K
Wiser Advisor Group LLC 0.14% Add +1.1% 179 $91K
Kiely Wealth Advisory Group, Inc. 0.05% No change 160 $90K
Valued Wealth Advisors LLC 0.06% Add +1.7% 177 $90K
Dynamic Wealth Strategies, LLC 0.07% Add +1.8% 171 $87K
Coston, McIsaac & Partners 0.03% Add +0.6% 170 $86K
Evergreen Private Wealth LLC 0.04% Add +66.0% 166 $85K
Chris Bulman Inc 0.06% — 161 $82K
Bay Harbor Wealth Management, LLC 0.03% No change 161 $82K
Creative Capital Management Investments LLC 0.04% No change 160 $81K
Gleason Group, Inc. 0.02% Add +0.6% 159 $81K
Strategic Financial Concepts, LLC 0.05% Add +43843.0% 232,019 $80K
IAG Wealth Partners, LLC 0.02% Add +17.6% 154 $78K
WealthCollab, LLC 0.06% No change 152 $77K
Hoese & Co LLP 0.06% Reduce -24.2% 150 $74K
Roble, Belko & Company, Inc 0.01% No change 146 $74K
DHJJ Financial Advisors, Ltd. 0.03% Add +16.0% 145 $74K
Rakuten Securities, Inc. 0.03% Reduce -81.8% 141 $72K
New Millennium Group LLC 0.04% New 135 $69K
DiNuzzo Private Wealth, Inc. 0.01% Add +5.5% 134 $68K
Kelly Financial Services LLC 0.02% Add +52.9% 133 $68K
Guardian Wealth Management, Inc. 0.05% No change 129 $66K
Beaird Harris Wealth Management, LLC 0.01% Reduce -3.0% 128 $65K
Ridgewood Investments LLC 0.03% New 125 $64K
West Oak Capital, LLC 0.03% No change 125 $64K
Legend Financial Advisors, Inc. 0.04% Reduce -7.5% 124 $63K
Tanglewood Legacy Advisors, LLC 0.03% No change 122 $62K
Bellevue Asset Management, LLC 0.03% No change 122 $62K
Annapolis Financial Services, LLC 0.02% No change 120 $61K
Ogorek Anthony Joseph /NY/ 0.02% No change 121 $61K
JTC Employer Solutions Trustee Ltd 0.00% No change 126 $61K
Redwood Wealth Management Group, LLC 0.05% New 119 $61K
TruNorth Capital Management, LLC 0.02% Add +262.5% 116 $59K
Redmont Wealth Advisors LLC 0.09% No change 115 $59K
Bank & Trust Co 0.05% — 114 $58K
Horizons Wealth Management 0.05% No change 100 $57K
Lowe Wealth Advisors, LLC 0.02% Reduce -3.6% 108 $55K
Carmichael Hill & Associates, Inc. 0.02% No change 106 $54K
Solstein Capital, LLC 0.03% No change 104 $53K
SIMA Wealth Partners, LLC 0.05% — 100 $51K
Halpern Financial, Inc. 0.01% Reduce -33.3% 100 $51K
University of Texas/Texas Am Investment Management Co. 0.01% Reduce -98.9% 100 $51K
Ruedi Wealth Management, Inc. 0.02% Add +28.9% 98 $50K
Koesten, Hirschmann & Crabtree, INC. 0.03% No change 100 $49K
Glass Jacobson Investment Advisors llc 0.02% No change 94 $48K
Grayhawk Investment Strategies Inc. 0.22% Reduce -55.2% 94 $48K
Investors Research Corp 0.01% No change 89 $45K
Highline Wealth Partners LLC 0.02% Add +144.4% 88 $45K
Jackson Square Partners, LLC 0.00% Reduce -48.5% 88 $45K
Fairway Wealth LLC 0.03% New 85 $43K
Cedar Mountain Advisors, LLC 0.01% No change 83 $42K
Providence Capital Advisors, LLC 0.01% Reduce -1.2% 80 $41K
Transcendent Capital Group LLC 0.02% Add +4.0% 79 $40K
Red Tortoise LLC 0.02% Add +4.0% 77 $39K
Evolution Advisers, Inc. 0.02% Add +2.7% 77 $39K
Clear Investment Research, LLC 0.05% Reduce -18.9% 73 $37K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 71 $37K
VitalStone Financial, LLC 0.03% Add +600.0% 70 $36K
Syntax Research, Inc. 0.03% No change 67 $34K
ESL Trust Services, LLC 0.01% New 66 $34K
Tucker Asset Management LLC 0.01% Reduce -17.5% 66 $34K
Quarry LP 0.01% Add +132.1% 65 $33K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -59.2% 64 $33K
Signature Resources Capital Management, LLC 0.03% Add +40.0% 63 $32K
Northwest Capital Management Inc 0.01% Reduce -58.7% 62 $32K
Stuart Chaussee & Associates, Inc. 0.01% No change 61 $31K
Delos Wealth Advisors, LLC 0.03% No change 60 $31K
BBJS Financial Advisors, LLC 0.01% New 60 $31K
Cranbrook Wealth Management, LLC 0.01% No change 60 $31K
O'Brien Wealth Partners LLC 0.01% Reduce -10.9% 57 $29K
Knott David M Jr 0.01% No change 57 $29K
CGC Financial Services, LLC 0.01% No change 55 $28K
REAP Financial Group, LLC 0.01% Reduce -8.5% 54 $28K
Macroview Investment Management LLC 0.03% Add +671.4% 54 $28K
Godsey & Gibb, Inc. 0.00% Reduce -37.2% 54 $28K
Chelsea Counsel Co. 0.01% No change 50 $25K
True Wealth Design, LLC 0.01% No change 50 $25K
Lummis Asset Management, LP 0.03% No change 46 $23K
NCP Inc. 0.01% No change 46 $23K
DecisionPoint Financial, LLC 0.01% Reduce -29.8% 40 $23K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -29.7% 45 $23K
Tacita Capital Inc 0.02% No change 42 $21K
Robbins Farley 0.01% Add +5.0% 42 $21K
POM Investment Strategies, LLC 0.02% Add +583.3% 41 $21K
EnRich Financial Partners LLC 0.01% New 38 $19K
IFS Advisors, LLC 0.01% No change 33 $17K
Denver PWM, LLC 0.01% New 27 $14K
JDM Financial Group LLC 0.01% No change 26 $13K
Wormser Freres Gestion 0.01% No change 25 $13K
Emfo, LLC 0.01% No change 25 $13K
Advantage Trust Co 0.01% No change 25 $13K
Anfield Capital Management, LLC 0.01% New 25 $13K
Chesapeake Asset Management LLC 0.01% No change 24 $13K
Spire Wealth Management 0.00% No change 24 $12K
Partnership Wealth Management, LLC 0.01% New 22 $11K
New Age Alpha Advisors, LLC 0.01% New 21 $11K
Global Wealth Strategies & Associates 0.00% No change 21 $11K
Main Street Group, LTD 0.00% Reduce -70.8% 21 $10K
Stephens Consulting, LLC 0.00% No change 20 $10K
4Thought Financial Group Inc. 0.01% No change 20 $10K
Westend Capital Management, LLC 0.00% Reduce -60.4% 19 $9K
SRH Advisors, LLC 0.00% Reduce -35.7% 18 $9K
Goodman Advisory Group, LLC 0.00% No change 18 $9K
Longfellow Investment Management Co. LLC 0.00% Add +12.5% 18 $9K
Christopher J. Hasenberg, Inc 0.00% No change 17 $9K
Dixon Mitchell Investment Counsel Inc. 0.00% Add +88.9% 17 $9K
C M Bidwell & Associates Ltd. 0.01% No change 16 $8K
PayPay Securities Corp 0.64% Add +25.0% 15 $8K
FPC Investment Advisory, Inc. 0.01% No change 11 $6K
Sanctuary Wealth Management, L.L.C. 0.00% Add +83.3% 11 $6K
PFG Private Wealth Management, LLC 0.00% Reduce -87.9% 11 $6K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 10 $5K
Elequin Capital, LP 0.00% New 9 $5K
Tributary Capital Management, LLC 0.00% No change 9 $5K
Pacifica Partners Inc. 0.00% Reduce -81.6% 9 $4K
Carolina Wealth Advisors, LLC 0.00% No change 8 $4K
Gold Investment Management Ltd. 0.00% No change 8 $4K
HBC Financial Services, PLLC 0.00% No change 8 $4K
Abich Financial Wealth Management LLC 0.00% No change 6 $3K
Cedar Wealth Management, LLC 0.00% Reduce -50.0% 6 $3K
Breakwater Investment Management 0.00% No change 3 $2K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 3 $2K
Hoey Investments, Inc. 0.00% Reduce -99.8% 3 $2K
Financial Gravity Asset Management, Inc. 0.00% Reduce -91.7% 2 $1K
McClarren Financial Advisors, Inc. 0.00% Add +192.5% 2,755 $210

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